HomeMy WebLinkAbout94-00202
',_..,j....~
N 21-94 202
o.
'Estate of BEATRICE KUNKEL FISHER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 7. 19-2..L-, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
'IT IS DECREED that the inSlrument(s) dated 06-29-92
described therein be admitted to probate and filed of record as the lasl will of BEATRJ CE
KUNKEL FISHER
-
and Letters Testamentarv
are hereby granted to Roger B. Irwin and Florence S. Detweiler
(ffi~
FEES
Probate, Letters, Etc. '.,,'., .. $305.00
Short Certlflcates(6) ,'.""" , $ 18.00
Renunciation .".,."'..".,, $
X-Pages $ 6.00
JCP , TOTAL = $ J:;fRR
Flied ..,..... MA~CH. ,7.., ,l.9.~~,.,.. , . . . , ,
MARY C. LEWIS
Roger B. Irwin. Esquire 10 #06282
ATIORNDY (Sup. CI, I.D, No.)
60 West Pomfret Street, Carlisle, PA 17013
ADDRBSS
u.w 249-2353
PHOND
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Called attorney 'on 3-7-94.
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C(lMMONW!AlTH 0' PENNSYLVANIA
DfPA~'M!N' 01 ~IYINUI
om, 210601
H"'~~lseURO, PA 17128.0601
~ffiDfNT'S I~AMhrXit1mT, i." M
!'{ Ie} 1(_ Il
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
202
NUM&ER
R1Y.IIOO IX. 1",911
\
'ORDATII 0' DIATHAma 1213'19' CHICK HIli
" A IPOUSAL
paVia" CalDIT II CLAIMID 0
FlLi'N'uMlla
1. Reol E"oleIScheduleA) 1'1_ 179,500.00
2, Slack. and Bond. (Schedule B) ( 21
3, Clollly Held Slock/Portner,hlp Inl"." (Schedule c) I 31
~, Mortgagll ond Naill Receivable ISchedule D) I ~) '__'
5, Co,h, Bonk Depoll1. & MIocelloneoul Per.onol Praperty( 51 21.4.800. 15
(Schedule E)
6, Jalnlly Owned Property ISchedule FI
7, Tran"e" (Schedule GllSchedule l)
8, T 0101 Grall Aile" (Iolalllnll 1.7)
9, Funeral EKpon,", Admlnlolrallve Co,", MIocelloneoul I 91
Exponll' (Schedule H)
10, Deb", Mortgage lIablllllll, 1I11u (Schedule I) 1101.
11. Talol Deductlont (Ialolllnll 9 & 10)
12, Nel Value of Ellole IlIne 8 mlnu. line 111
13, Chorlloble and Gavernmenlol BequlI" ISchedule JI
14, Nil Value Sublect 10 Taxlline 12 mlnulllne 13)
15, Amaunl of line 14 lox able 01 6% role
Ilnclude va lUll from Schedule K or Schedule M,)
16, Amount of line 14 lax able 01 15% role
Ilnclude ,a lUll from Schedule K or Schedul. M,)
17, Principal lax due (Add ladram line 15 and from line 16,1
18, C"dltl Spau.ol Poverty C"dll Prior Poymonll DI"aunl Inle".'
+ + 5% __
19, If line 18 Ilg"oler Ihan line 17, onler Ihe dlllerence on line 19, Thll 10 Ihe OVERPAYMENT.
aiD
20, II II no 171.g"aler Ihan line 18, onler Ihe dlllerence on line 20, ThllII Ihe TAX DUE.
A, Enler Ihe Inlerlll on Ihe balance due on line 20A,
Q, Enler Ih. 10101 01 line 20 and 20A on line 20B, Thll 10 Iho BALANCE DUE.
Make Chock Payable tal Regl,ter of Will., Agent
.... 8E SURE TO ANSWER ALL QUESTIONS ON REVERSE IIDE AND TO RECHECK MATH....-
ti';;d~, pinal II., of ~'I:HYI I did;;',. that I ha.... uamln.d lhh r.lurn, Including accompanying ICh.dul.. and Ilal,menh, and to the bill of my ~nowl.dg. a~d b.II,f,
It IIlfUII corrtct and comrlete, I d,c1ar. thai all r.al .Ual. hal btln '.ported allrul markt' valut, Declarallon of prepare' olh.r than ,hi plnanol t.pr...ntatlv. I.
bated on alllnformallon of which propor., hOI any knowledge.
510NA1U~' AlON tf!AONS~~f1iTINornuRN AOOmS - DAT!
(//1' ',) C ' tt(1 60 West Pomfret S~.. Carlisle, PA 17013 05-09-94
A lHU tHAN RrPRUENTATlVf ADDAU~ VAn
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94
YEAR
IAI
21
COUNTY CODE
.
1501 Main Street
Lisburn, Mechanicsburg.
PA 17055
FISHER, BEATRICE KUNKEL
!15CT.il1RUiifv NUMB!R r'ffOf1ifAW-lDATf 01 BIAm-
193-36-4709 02-09-94 06-11-1898
[ill 1. Oclglnal Relurn 0 2, Supplemental Relurn
O~, l'mlled E1lole 0 40, Fulu" Inle".1 Compeo,"I..
(for dolll 01 dealh okoc 12.12.B21
o 6, DlCedenl Died Tlllole 0 7, Oecedenl Malnlaloed a lI,lng TrUll
(Allach co y a' Willi (Alloch copy of Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
N MP E nlAlllNO ADDRfS$
C'''L Cumberland
o 3, Remainder Relurn
(foe dolll a' deolh prior 10 12.13.82)
05, Fedocal Ellale Tax
Relurn Roqul"d
_ 8, Talol Number of Safe Depalll Box..
Irwin, Irwin & McKnight
f!iffimFirnuMrn'
60 West Pomfret Street
Carlisle, Pennsylvania 17013
249-2353
~
i
~
I 61.
( 7)
( 8)
424,~OO.15
39.76,2.34
4.793.25
(11) _----A~. 558.59
(12) -379.741.56
(13)
(14)
379,741. 56
115)
~ ,06..
1161
379.741. 56
~ ,15..
56.961.23
z
o
I
(17)
(181
(19)
2,848.06
~
Check here if you arc roque~tinD (I wfu,.d 01 YOUI overpaYJncnt.
54,113.17
(201
(2M)
(20B)
54.113.17
60 West Pomfret St.. Carlisle. PA 17013
05-09-94
liY,UNIII+ i>-111
ESTATE OF
ti~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plea.. Print or Type
FILE NUMBER
COMMONWEAlTH Of "NN~nvANIA
INHIRITANCIIAK IIlUIN
IIIIOINI DICIDIN'
Beatrice Kunkel Fisher
21-94-202
(All properly lolntly.owned with rhe I'ght of Suevlvollhlp mu,I be dl"lo..d on Schedule ')
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
. 450.00
I.
2.
January Rent from Richard H. Wechter.
. . . . .
. . . . . .
Diamond Rings -
a. 1 Platinum Ring 3-20 pt. Diamond European 16-3 to 5
pts. . 1/25 ct. . . . . . . . . , , . , . , . . . . .
b. I Platinum Ring 3-15 to 18 pts. - total 1/2 ct. . . .
c. 1 Platinum Ring 5..10 pt. dia1nonds - total 1/2 ct. . .
450.00
275.00
200.00
96.22
3.
PP&L - Customer Refund. . . I . . . . t , , . , , I . , ,
4.
Farmers Trust Company - All CO's in decedent's name alone.
a. CO #96493 opened 04-05-93. Date of Death Value . . .
b. CD #103002 opened 04-15-93. Date of Death Value. . .
c. CD 1/103032 opened 12-10-93. Date of Death Value. . .
12,463.90
13,039.00
10,035.34
1.984.14
5.
6.
Fairview Retirement Community, Inc. - Refund.
CorcState Bank -
a. CD 1/200112598-7049390 opened 05-27-83.
Death Balance . , , . , , . , , t , . ,
b. CD 1/200112598-7049404 opened 06-01-93.
Death Balance . . . . . . . . . . . . .
, . . . . ,
. . . .
. . .
Oste of
, , . , . , .
25,053.99
25,035.99
Date of
7. PNC Bank - All accounts in decedent's name alone.
a. Checking Account #5070078965 opened 01-01-60. Data
of Death Balance. . . . . . . . . . . . . . . . . . 17,998.79
b. Savings Account 05030122204 opened 09-10-84. Date
of Death Balance. . . . . . . . . . . , . . . . . . 42,197.24
c. CD 1/1153270152909 opened 05-06-93. Date of
Death Value . . . . . . . . . . . . . . . . . . . . . 20,011. 51
d. CD 1/0433280173069 opened 11-23-93. Date of
Death Value . . . . . . . . . . . . . . . . . . . 35.087.16
e. CD 1/0433240185298 opened 04-20-93. Date of
Death Value . . . . . . . . . . . . . . . . . . . 24,066.67
f. CD #1153270152903 opened 04-26-93. Date of
Death Value . . . . , . . . . . . 5,011.20
8. 1993 PA Tal< Refund. . . . . . . . . . . . 79.00
9. 1993 Federal Tal< Refund . . . . . . . . . . . . . . . . 500.00
10. Personal Property - Appraised Value . . . . . . . . . . . . 10,765.00
S 244.800.15
(Anach oddltlonol &11" . 11" ,hot" If mo" 'po.. I. nllded,l
SCHEDULE H 1
~:j~ FUNERAL EXPENSES,
COMMONWfAlIH Of P!NNSYlVANIA ADMINISTRATIVE COSTS AND
IN~:~:~~~1Wc'!m~~N MISCELLANEOUS EXPENSES PI. all Prln' or TVp.
lUAU bY- .. J FlU NUMBER
Beatrice Kunkel Fisher . 21-94-202
.IY.UI11X. ('.11'
"
ITEM
NUMBER
DESCRIPTION
AMOUNT
1,
Funllal Exp.nl..'
Myers Funeral Home, Inc. . . . . . . . . . . . . . . '1 5,690.00
Fune,ral Luncheon . . . . . . . . . . . . . . . . . . . . . . 51. 40
Reverend Richard Feeser. . . . . . . . . . . . . . . 1.000.00
Gingrich Memorials . . . . . . . .' . . . . . . . . . . . . . 285.00
A.
2.
3.
4.
B. Admlnlstratlv. COItl'
1, Penonal Represontatlvo Camml"lans -I\oger B. Irwin, . . . . . . . . . 10,607.51
Social Socurlty Numbor of Ponanal Roprosontatlvel 23-1438531
Voar Commlulan. paid
2, Allorney Foos - Irwin, Irwin & McKnight . . . . . . . . . . . . . . 21,215.01
3, Family Exomptlon
Claimant Rolatlonshlp .
Addrlls a' Claimant at docodont's doath
Stroot Addro"
City Stale __ Zip Codo
4. Prabato Foos - Letters Testamentary . . . . . . . . . . . . . . . 334.00
C. Mlsc.llan,oul Expon.."
1, Harry E. Donson - ~iamond Ring Appraisals. . . . . . . . . . 25.00
2. Notary Fee - Betzi A. Morrison . . . . . . . . . . . . . . . . 24.00
3. Lester G. Connor - Real Estate Appraisal . . . . . . .. . . 400.00
4. Cumberland Law Journal - Advertise Letters Testamentary. . . 40.00
5, The Sentinel - Advertise Letters Testamentary. . . . . . . . 79.42
6, Register of Wills - Three (3) Short Certificates . . . . . . 9.00
7, Duplicate Car Title. . . . . . . . . . . . . . . . . . . . . 5.00
8,
TOTAL IAlsa .ntor on IIn. 9, Recapltulatlanl
(If mOil spac. Is n..d.d, Inl.1t addltl.nal Ih..ts of 10m. 111'.1
S 39.765.34
j
/
~
RIV-1547 EX APP (10-93*
CD"""NWIALTH OF PIHNSYLVANIA
DIPARIHENT OF ~IVINUI
SU~IAU OF INDIVIDUAL TAXIS
DIPT, za0601
HA~RISBIUlD, PA 11128-0601
fAl -/11( - ,,;u
HOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWAHCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSHENT OF TAM
ACN 101
DATI 09-26-94
PILE NO.
DATI OP DEATH 02-09-94 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREDIT TD YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAVHEHT TO THE REGISTER OF WILLS, HAKE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
IRWIN ETI\L
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
^~ount Re~it tad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION POR YOUR RECORDS ...
iliV: iil'(;i " EX" "A FP"" ilij:9jj- -iloi'" iCE" "OF" "iNil Ei(if AN"CE" i'"A'x" iiP'pil'A"i sEiiE'ilr;"Ai. rowANcE" c"Ii..""""" - OM"""" -"-
DISALLOWANCE OF DEDUCTIONS AND ASSESDMENT OP TAX
ESTATE OF FISHER BEATRICE K FILE NO. 21 94-0202 ACN 101 DATE 09-26-94
TAM RETURN WAS e I X) ACCEPTED AS FILeD
RESERVATION CONCERNING FUTURE INTEREST - SEE RIVERSE
APPRAISED VALUE OF RETURN BASED ON; ORIGINAL RETURN
1. Rool E.toto (Sohodule Al
2. Stook. ond Bonde (Schedulo B)
S. Cloeoly Held Stock/Portnor.hlp Intereet (Sohodule CI
4. Hortgogee/Noto. RooelVlblo ISohedule D)
S. Co.h/Bonk Depo.ite/Hl'c, por.onol Proporty (Sohedulo El
6. Jointly OHned Proporty (Sohodule F)
7. Troneforl (Schodull G)
.. Totol Alleh
) CHANGED
I.
III
12)
I~)
14)
ISI
(6)
171_
179.500,00
,00
,00
,00
244,800.15
.00
.00
(8)
424,300.15
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funorol Expen.oo/Ad~lnletrotive Co.t.1
HhooUeneoue Expone.. lSohodulo HI (91 39,765.34
10. DObh/Hortgogo LlobUIUo./Llone (Schodulo II lIOI 4 ,793.25
U. Toto! Deduotione (11)
12. Not Volue of Tox Return 1121
13. Chorltoblo/Govornnentol Boqueete lSohedulo J) (ISI
14. Not Voluo of E.tate Subjoot to Tox 114 I
If .n ......m.nt w.s 1..u.d pr.v1ously, 11n.. 14, 15 .nd/Dr 1& .nd 17 will
r.fl.Dt f1gur.. th.t 1nclud. the tot.l of ~ r.turns .......d to dat..
ASSESSMENT OF TAXI
IS. Anaunt of Llno 14 toxlblo ot 6% rlto
16. Alount of Llno 14 toxoblo ot IS% rote
17. Prlnolpd To. Due
TAX CREDITS I
PAVHEHT
DATE
44,558.59
379,741. 56
.00
379,741.56
NOTE I
llS) ,00 M.06 .
(16)~79,741.56 M.lS'
1171
.00
56,961.23
56,961.23
RECEIPT
NUHBER
DISCOUNT (')
INTEREST I")
AHOUNT PAID
05-06"94
886056
2,846,06
54,113,17
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTlREST
TOTAL DUE
56,961,23
.00
.00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL IHTEREST.
IF TOTAL DUE IS LESS THAN &1, NO PAYHENT IS RSQUIREO.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICRI, YOU HAV DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR IHSTRUCTIONS. I
,,"
, ,
RlIIRYAllOHI E,'.t., ofdea.d.nt, dvlng on or b.for. O.c..b.r 12, 19.2 ~. If anv future lnt.r..' in thl ..tet. i, 'ran'f~r~.d
in po.....lon or enJov..nt to Cia.. a (coll.t.r,U bln'flcleri.. of thl d,clde"t eft.r thl tICplr.tlon of any ..tll" for
Uf. or for )i..r., the Co..onw'l1th h.r.bv IlCpr.wlh r...ry.. thl right to Ipprllll Ind 111011 tr.n.flr Inherltlnc. TalC"
I' the Ilwful CI... B (oolht.r,1) r.t, on anv .uch future Int.rllt.
P\JIlPOI~1lf'
NOnCE I To fulfill the r.qulr...nt. of Section 2UO of thl Inh.rltancl and E.htl lex Aot, Act 22 of 1991. 7Z P,S,
Seotlon 2140.
PA~1 Detlch the top portion of thl. Notlc. and lubllt '11th your PIYltnt to thl Reglst,r of Will. prlntld on thl reVlr~1 .Id,.
uNoI<. ,hock ar .on.v ardor p.vobl. toe REG%STER OF HILLS, AGENT
AU PIYlontl rtoalvld ,hill flrdt bl IPPllld to any Intarllt which "'Y b. dUI with .ny rl,alnd.r Ippllld to thetllC.
REf\l(D (CAli A refund of . talC credit, which WII not ,.qulltld on Uta TalC Return, I.Y b, reque.tad by cOlpl,tlng an "ApPUcltlon
for Refund of P.nn.wlvlnll Inh,rltanc. Ind E.tet. Tax" (REY.UU), AppllcaHon. Ir' Iv.nlble It 'hi Offlc.
of thl RIgllter of "U1I, .nv of the 2S Rlv.nu. Dlstrlot Qffloll, or by cIUJng thl IPlcla1 24~hour
."Iwerlng ..rvloe nUlber. for for.. ord.ringl In P.nn.vlv.nla l~aOO~S62.Z050, out.ld. Plnn.vlvanll .nd
Mlthln 10ClI Hlrrl.burg er.. (111) 717~8094, TOO' (717) 772"2252 '(Mitring I,p.lred Only).
DlJECTIONSI AnY p.rty In Int.rl.t not ,.tl.fl'd Mlth the .Ppral....nt, allo~anc. or dl'lllow~noe of dlductlon., or ........rit
of tlM (Jncludlng dllcount or Interllt) .. shOMn on thlt Hotlcy .u.t objlct within Ibty (60) day. of rlollpt of
thll Hotlo. bVI
AllIIIN
IITRAHIIE
CORRECTIONSI Flctull ,rror. dl.oover.d on thl. ........nt 'hould b. addre...d In Mrltlng tal PA D.part..lnt of Alvlnul,
Bur.lu of IndIvidual T.M", ATTHI Po.t A'I.a...nt A.vl.w Unit, DEPT, 280601, Hlrrllbura, PA 17128~0601
Phon. (117) 787~6S05, 51. P.II' 1 of the bookl.t "In.tructlonl for Inharlt.noe TIK R.turn for a RIIldant
D.c.dent" (REV~1501) for .n axplan.tlon of ad.lnl.trltlv.lv corr.ctabll arror.,
If Inv tax dUI I. Plld within three (5) c.l.ndar Iantha Ift.r the d,cld.nt', d.ath, . flvt p.rc.nt (SX) dl.oount of
the "M p.ld I. .110M.d.
....~r1 U.n protllt to the PA D'Plr t..nt of R.v.nu., Boerd of ApPllh, OEPT, 21B OZl, Herr hburll, PA 17128.1021, OR
~~Il'ctlon to h.v. the litter d.ter,ln.d at audit of the account 0' thl perlonll raprll.nt.tlvI, OR
~"epp.al to thl Orphln.' Court.
D I SCOUHTI
INTERl!WTI
Intlrllt It ohargld b'IJnnlng ~lth first d.y of d.llnqu.no~, or ntn. (9) ..onth. Ind on. 0) dlv 'rol thl date 0"
de,'h, to thl dlt. of pIYllnt. TaMe. which blc~" dllJnqulnt bafor, Jenuary 1, 1982 bier Int.r..t It the rlt. of
.IK (6~) p.ro.nt p.r InnUl cltoUl.tld at a dilly r.t. 0' ,000164. All t.M.. which b,c"1 dlllnqu.nt on .nd .ft.r
JtnUlry 1, 1982 wilt b.ar Int.r,.t It a rat. which will vary frol cII.ndar YI.r to olltnd.r y.ar with th.t rat.
announc.d by the Pi Daplrt.ant of A.v.nu.. Th. applloabll Int.r..t rat.. far 1982 through 199~ .r.,
'!!!! Intlrllt Aat, D.11y lntertlt factor ~ Interllt Alh Dally Inter..t Faotar
1911 ZO~ .000S4A 1986 10~ .000214
1'15 16~ .000458 1981 9% .ooom
1984 m ,000501 1988-1991 IlX .ooom
1985 IU ,000SS6 1992 9~ ,ooom
1995'1994 1~ ,ooom
ulnt.rllt I. c.lculat,d a. fol1o~1I
INTERtST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELlNQUENT X DAILY INTEREST FACTOR
~.Any Hotlc, I..u.d .ft.r thl t'M blCOI" d.ll~qulnt Mill r_fl.ot In lnt.r..t elloul.tlon to flft.,n (II) dlV'
beyond the dltl of the ..".....nt. If ply..nt II IIde after the Intar..t coaput,tlon clue .hown on the
No'lc., .ddltlont1 lnt.r..t MU.t b. clloulltad.
3 '-1&'8 - I
J/'"
~TUS REPORT UNDER RULE 6..ll
Name of Decedent 1_t3ep,j-u u-- J./I1.n k!.J 11 ~h~1-
Date of Deathl 0,", - 0'1 - q lL_
Will No.
Admin. No. ~/.9t/-o;;O:J....
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the followlng with respect to completion of
the admlnistration of the above-captioned estate I
1. State whether administration of the estate is complete I
Yes.__L No___
2. If the answer is No, state when the personal
representatlve reasonably believes that the administration will be
complete I
3. If the answer to No, 1 is Ves, state the followinc;p
a. Did the personal representative file a final
account with the Court? Ves No X
b. The separate Orphans' Court No. (if any) for
tho personal representatlve's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes)( No
d. Copies of receipts, releases I joinders and
approvals of formal or illformal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel /J-oq -q}L /~~, ~ ~.
Signature I ----
Q I\Q e.y '8, j (w.:v,
~\Please type or print)
l..D Ii) rtt.l(ylu+ (a,.(.j~70/3
Address I
llil~3
Tel. No.
CapacitYI X; Personal Reprl3sentativ~
'U
~counsel for personal
representative
(MAH I rmf/ AM3)