HomeMy WebLinkAbout94-00218
'\','11
J,I , , ~:
t I ~ I),
I II,
",", J
"
't.)
I
~ '{t'/','l
" ,
'~ "
:. ',"'1:
"
, '.
~ ~'! ,
. ,
j i:(-"
\1" I~ /'
"1:.,
,J,'.
tJ\....1
"\1',
:; .~'# - 'I:
'''''''j
,/I,': ,j!'
',' ~ \ f., , ,
' I, I ' " ~
.;
,
J,
"
':/,' ,I,. 'II, ,'I 'q
,j,/ ' ", l .. " ,I" . '(, ' ,~ ,,' \. .
"')',r { "', ;,1<,1'
:~:lj~}!~:";;'\:~;'i::~'}i:;i:" /.
q~~"?Cr;,,;.' ,:'l~"II' ,I
n~'~JJ..: . .",.! ~""I',IJ 'd., ,,, ,'"
~'.'i '(,I ,l '_~".,'.' .:
''''I~:.:, .b,,,/,, '\:
I: ',\,. '.i
,
,
~ ',~ I ,', '
':..., -'},,'.,:.'.,.
~,:."~,.i~,):;,:,;.::','.'."~'/,, . '.')' I.,
..., .'{f' '. 1':/';;'
{:, 111 ~,': ~ " , f I \; II
' -, (" \ ~1, ,,1 \" . "
li\'~\\:;;l.r "I:: ;'"
~~?;,:(:.:
\). "~,,,:\ ',':\,
,\.10:"'\"'" ,i. '::
'\~' I." L, ,
\11'.: \" ' .;;
,,) f,,"'ll., j. ,(
~!~'~I,::: ~:I":.(:,'!
, , ,I, ", ~ ' , ,
'/1,"'1\,
.' '~\J ' " (' '
L';,', ,:
:..",~. ,. \'
, :'1' .,'/.
,~ "'.',: ! ':
\',"
,,'
','1
'.'
lj' I"""
:q
.',
:1 "J," i'
','1 I,
,:'
..
"1.
" n
..
:,'
I. ,,11'
,"I,l!,'.
,,' I'"
\, "
,',
,
'I
"
,'1
"
"
"I
"
"
., ,
,.
; h ,.
':'"-,1
.\-11'
,i,
\ "
'.
,'II;.
',.'
.-
'</',',1'
"
,
",
,.'"
I,
'.. ~!
,.
"
,'i',\'
,
,
'I
, ,
,
...j..
I'
"~I "/
\ " 1 ~' \, t.,
.e,
.',)>
,. " )\1
\>,;'/',1
.") 11,(
, "
,1\". i,
:\~ \ 11 'I
I ,\
.',
1/ ;1'
,',' \1
, ,\ ,
. ~'~:.
.,
'J"
':'i'I.)
I,',
:".
,
"
I',
I,'
,'~ ~,l I, , \ '
'j"" ,I, I
"
I',.
.//', :t~~l:"': <:':',: :I~~"
, , , 1,1. 'r ~:
"
" , i, I~ ':.
. \ ; . \ ':. ' ,~. I
I"
"
"
i.';i"
,
",'I'
",
'1,'
'1..
.11
I.
"I'
.,il,
"
i,',
< '.-
.:''.'
f\ -:!I.'
,,\:,
,"i't"
" "
{il: ",:/
.1:
,
" ::.'/
'r!
" ,'"
..",l
I
"
,\
\1.
,
.II'
..
'.t:
ii'
"
"
"
/11'1
.\; .:'
""".:
\',;
."
., Ii,
, ~ '/1 '
"~'I,'.
,.,"
\"
""
'"
:"1'
.,.
WIIa,
o
\'(
UJ
\. '.(
11'1
'p.'
'. '
i, ',;','(, ',:
;', P,'I
,
" "
,.J"
"..
,'H,:'
,), ': ,I,'.'.. .:
.1'
it'
I':
:~::, \'.
,
,
':t
~ ' l '
..:.'11>:
"
'r)',
I . .. ',' ~' :
',1. , {),I It,
.Li" " ,I
, ,II
'i
~I/ ''1,
"\,"
':,1,
, ,
"1.
':;",11"
~', - I
'",
I
"
Iq"
""
./'
'I;
"'i '",
,I
'",
I' i ~,,',' I'
,'\'l
,"
"
"
/,
-\":
:',11,:
"""
:i; ':'\
"
'I
,I'
'" ,II':,
-,'\":
~ l' ':. .
:'1:"",
,I
, ,1'-
, l,'
":',l:::.
. .
'1"
'."
,
,',
"
I
"
;'.
"
"
I'
, /
"
"
.,:,
, ,',
\,
'"
.,.
,1,'-
I"
., \r
\:1.',
'l,:
"
,
'"
'I,
, .'
,,'
.' .~ I '.
"
1" ,
"'Ii",
III
1\'
,;.
,~ -,
"
"
'1/,'
IIi
'."
,
'('.
,!,',"
" .
" I
"
',I
'I
,:1
!;
I
,
'.1.
."
",.,1\" .
<:)1\,.,1',,:
',.1(,'
"
, "
..
".
,
l"{
:,
,"'(
,.
/' "
."
.' 1,\1'
"
"
"I.
'1"'1; I.
, I", 1 ~',
"1:1'
"
,~ I ,
",
'I
',.
"
J \, I ~'!' ,:.', J V '.
t . ,II,
',:'/('
I"
",'
I','
',.
"
"
,
'I,,'.'.
','
I
I,'
'r
"
"
",
'.
,
"1.:
".;
'"
.~
PETITION .'OR PROBATE and GRANT m' LETTERS
Estate of David r.. Donnelly_..._~. No, ~_../l~c:;. / fl ;'/
also known as ___..___~_ To: / 1/-_ / 15-- 't-
_ ..._____ Register of Wills for the
__~~ Deceased, County of _ r.llmbr.rl nnrl _ In the
Social Security No. -A9.:'=.l2::B1?4 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represellts thM:
Your petltloner(s), who Is/arc lR years of nge or older an the execut or
In the last will of the above dccedent, dnted ~y 19
and codlcll(s) daled ._______
~
named
,19_aL-
(slale relevant drClUmlllnCC~1 c,y. rClllllldnllOIl, lICi\lh or executor, ctc,)
Decendent was domiciled at death In Cumberland ~__ County Pennsylvania, with
II is last family or principal resldcncc at Creekside Apartments, BOt N. Hanover
Street, Carlisle, Pl\J19Jl...1North Middleton TCMnshir>)
(li~l lilrcel, nllrn~cr and lIlundplllllY)
Decendent then.... 75_, years of nge, died February 5 ,19 94
at. creekside Ar>artments , Church of Goo 11Cll1e e
Except as follows, decedent did not marry, was not divorced and did 1I0t have a child born or adopted
after execution of the \V~ offered f~lgrobate; was not the victim of a killing and was never adjudicated
Incompetent: 0 excep, ns ._
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa,) All personal property
(If not domiciled In I'a,) Personal property In Pennsylvania
(If aot domiciled In I'a.) Personal property in County
Value of real estate In Pennsylvanill
situated as follows:
S 21. 000.00
$
S
S
WHEREFORE, petltioner(s) respectfully request(s) the probate of the last will and codleil(s)
presented herewith and the grant of lellers ~'eRtamfmt'flry
(lcstalllOlllary: ndmllllmallon c,l.a.: ndmlnhlrallon d.b,n,c,I.I,)
theron,
t
Sf
1l,~
~'ij
~..
ll'.
~o
!
Iii
;;%! WulI ~ IJfft/'Q
Mellon Bank. N.l\.. successor by
rrlr-lrgpr to rnmnru'"Iw(.':lF!.lth N11tinn;:'ll
~lnk. ] W Kin~ StrOQt
PO BOl(' 4Q
Ohi~pcn3btlr9, FA 17257
OATH m' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }' 88
COUNTY OJ' cur.mIlRIIIND
The petllloller(s) nbove-lIIl1l1ed ~wear(s) or afflrm(s) thnl the statements In the foregoing petition are
Irue and correct to the best of Ihe knowledge und belief of petllloner(s) and thut as personal represer..
lative(s) of the ubove de~edent pClllloller(s) will welllll~IY qdminlster the estate according to law.
Sworn to or IIfr1rYlfd/.,lInd ~lIhscrlbed { -1.12ii?JiJU/ '/J'1.lJ.rtJF/J('E~ ~
befole me Ihls __u..":J-jQ____ - dny of ---MP.110lLllilIlk.-~ ^ 1
I)' l/ / r~1.1 '---;--;rr~-/"'I(. 19_ -~ , .---bY--~JoAA-Schall--
Ml '\.( (~..J!.>f[,'L!).:. dl. >-I'" ' ~'1 -- --------- -i
, ReR '/('V ~- ----~-- ~ -.-~_. - ~
-~~.. .~.
No. 21-94-0218
Estate of
DAVID L. DONNELLY
, Deceased
DECREE OF PRDUA TE AND GRANT OF LETTERS
AND NOW M"r("h 1 nth , 19-9.L.., In consideration of the petition on
the reverse side hereof, satisfactory proof havIng been presented before me,
IT IS DECREED thaI the Instrument(s) dated tolay 19, 1989
described therein be admitted to probate and filed of record as the last will of
DAVID L. OONNELLY
and Letters Testamentary
are hereby granted to Mellon Bank, N.A.
FEES
Probate, Letters, Etc, ,'.'"." $60.00
Sh,ort Certlflcates( 4), , , e , . . . ., $.l2...Jlll....-
RrcMllIltII\lIIllA: ,.. ,jAP",,,,.. $ 5.00
x-p $ 6.00
TOTAL _ $03.00
Filed ,. ,.~!3.I,'9.11, ,~9".. ~.n~ ,,,,,,...,,
'i p. CI, 1.0, No,) Johnson ID 16453
St" Carlisle, PA 17013
ADDRESS
717-243-0123
PHONE
.,~ lY.l
fO') -, "
u't'l " ~'i n
,', ',~! ('I
(', "
,~
I
,,' ill (1'
~Il
~
i.l !.,
h) (II I
.'0:: cjl . E:
rc . \ a8
/}.dj~i~ 3-10.;;;/
O).~.
I
I
I
I
I
I
I
~,~!
,\'\ ><
~~
~~~
" H
') '0
'>'I
..,..,,~>
- III
I Q
~
(:~:).,
...
...
I:
,(
LAST WILL AND TESTAMENT
OF
DAVID L. DONNELLY
I, DAVID L. DONNELLY, of the Borough of Carlisle, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other wills and
codicils heretofore made by me.
FIRST: I direct that all my just debts and funeral
expenses, including my grave marker, shall be paid from the assets
of my estate as soon as p~acticable after my decease.
SECOND: I give, devise and bequeath the residue of my
estate, of every nature and wherever situate, to my Son, DAVID B.
DONNELLY, providing he ~urvives me and providing further that he can
be located within six (6) months of my death.
THIRD: I direct that my hereinafter named Executor may
retain the services of an investigator for the purpose of locating
my Son, DAVID B. DONNELLY, or determining if he survived me and all
of the costs of said investigation shall be charged against the
residuary share of my estate. I further direct that my Executor
need do nothing further than retain the services of an investigator
for this purpose and shall not be held accountable in any way
whatsoever for failing to locate my Son within said six (6) month
period.
FOURTH: Should my Son, DAVID B. DONNELLY, predecease me
or should he not be located within six (6) months following my
death, then and in that event I give, devise and bequeath the
residue of my estate, of every nature and wherever situate, to THE
LEUKEMIA SOCIETY OF AMERICA, INC.--CENTRAL PENNSYLVANIA CHAPTER with
the use therBof to be reotricted to research for the cure of
leUkemia and other related diseases.
FIFTH: ' I nominate, constitute and appoint COMMONWEALTH
NATIONAL BANK, of carlisle, Pennsylvania, Executor of this my Last
Will and Testament.
SIXTH: I direct my Executor shall not be required to
give bond for the faithful performance of its duties in this or any
other juriSdiction.
-, "...... '., ,.'
3-/3lc.,-IO ('
COMMONWEALTH I)F PENNSVLVANIA
OEPARTMENT OF REVENUE
DEPT.2101O'
:iARRISRURO, PA 17121-0101
14-115-/'-/
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR DATES OF DEATH AFTI!R 12131/11
CHECK HERE IF A SPOUSAL
POVERTY CREDIT 19 CLAIMED
FILE NUMBER
21 1994
COUNlY CODE YEAR
D<,CEDENrS COMPLETE ADDRESS
801 North Hanover street
carlisle pa 17013
0218
NUMllER
RCV"l!SOO EX. (11-'1)
DECEDENrs NAME (lAST, FIRST, AND MIDDLE INITIAL)
DECEDENT
Donnell David L
SOCIAL SECURITY NUMBER
495-12-8324
1. Original Return
Coun
CUmberland
3, Remainder Return
(10' dJlU ot dll'h p,lorto 12-13-121
o &. Fedelll Eltlt. TIX
Rerum Requiled
J!.. 8, TollI Number of Sale Depolllt Boxee
CHECK
APPRO-
PRIATI!
BlOCKS
o 41, Fulllrelnl0l8l1 Compromll8
(for dllee 01 dellh 1f1er 12-12-82)
IH 8. DllOOdent DIed Teellle 0 1. Docedenl Mllnlalned I Uvlnq Tru.t
(Attach copy 01 WIll) (Attach copy 01 Trull)
Al.t CORRl!9POtlDl!NC!AND CONFIDENTIAL-TAX INFORMATION SHOULD BI! DIRECTED TOl'"
NAME COMPLETE MAiliNG ADDRESS
Mellon Bank N.A. P.O Box 1010 ~ 181-0336
TEL<.PHONE NUMBER HaITisl:m'g Pa 17108
717 780-3112 ! I '
1. Rell Eetlll (Schedule A) ( 1)
2. Slocl<l Ind Bonde (SchGdule B) ( 2)
3, Cloeety Held Stodc/PI11OOf11hlp Inl9l88t (Schedule C) ( 3)
o 4, UmI1ed Eltll.
CORRES-
PONDENT
4. Mortgagee Ind Notee RecelvlbIe (Schedule D)
6. Cuh, Bank Depollta & Mlecelllnoou. POIoonaJ
Property (Schedule E)
8. JoInUy Owned Properly (Schedule F)
RECAPIT- 1. Trll1llefl (Schedllle G) (Schedule l)
ULATlOH
( 4)
( &)
21,284.37
( 8)
(1)
8. Total Ur081 AaMlI (Iotll ~ll8Il-1)
&. Fun<<al Expo.-, Admlnlstrltlve Co.Is, ( 9)
Ml"*ll/l8OuI ExpeM81 (Schedule H)
10. DeblJ, Mo~gage UlbIIl1le9, Uena (Schedule I) (10)
11. Tolal 0eductI011l (10111 WIl8I U 10)
12, Net Value of Eatale (WI19 8 mlnuellne 11)
13, Charitable and Govellmental BeqU..1I (Schedule J)
( 8)
21,284.37
8,745.50
627.47
(11)
(12)
(13)
9,372.97
11,911.40
TAX
COMPlITA-
TION
14, Net Value SubJec1 to TI)( (line 12 mnulllne 13)
1&. Amount of lna 14 tlXlble It 8'-' rile
(Inciude valu.. ~om Schedule K or Schedule M,)
18, Amount of 111114 taxable It 1&'/0 IIle
(Inciuda valuee ~om Schedule K or Schedule M.)
17, Prlnclpal tax due (Add till from Wne 1& Ind ~om line 18.)
18. Credits e~OUI.'P""tyC"'1\ Prior rlymenlJ Dlecount Inl9leet
0.00. . ___ (18)
1&. 11 Wne 181a great.lhln Wne 17, enl81 lhe dll101enc& on line 19. Thl~ Ia lhe OVERPAYMENT. (18)
(~nCl1'dh""HY!ill.. raqUU1l1lll1 ratLnd'ory,jurDYlrJillVTlieiTloi'l
20. "Wne 1111 gr_ Ulan Wne 18, enter the dllfOlenc& on ~ne:la, ThIa Ia the TAX DUE.
A. EntOl thl Inl8leal on lhe blllnee due on line :lOA.
B. Entellhe tolll of Wne I/O Ind 20A on Woo 2OB. lhls Ia the IIALANCI! DUE.
Mlk. ClIaclt p, II \0: R ltar of Willi. Agent
: ",'II,i',:!!"i,:I:i, ,:li:,'II",,~!jt::.lll!,$URe TO A118WER'AtiQUl!mONll ON PAllI! lAAOTO RecHEac'NATH'. ":'I'lllliliillll'llil,,-
UndH pI"'ttl" at pltjuty,1 Ucla" thall "I'll IIl.I"U"ld Ihll "Iu,n, Includ,ng IccomDlnVlno IChldulu.nd .1I1.m."tI, Ind 10 thl bll' 01 my knowlldgl and bl~.l, III. WI, cO"lctMi
coltlpltt..1 dlCllfl 1I'It, III ".IIIUII hu bun rlPortld II ttu. "u,kll "tluf. nlclmllon Dt pllpl'" oth., thl" lhl pI"o"Jlflp"untlt,,,,11 "lid on aU Information 0' whICh prep.,,,
.,,, Iny knowl.dgl.
(1&)
(14)
11,911.40x .06 .
11,911.40
714.68
(18)
O.COx ,18 .
0.00
(11)
714.68
0.00
(20)
(20A)
(20B)
714.68
0.00
714.68
SIONATunE OF PERION RESPONSleLE FOR FILINO RETURN AOORESS
see Sd1edule attached
1I0NATU"1 0' PUPAftlft OTHE" THAll "IP~IIENTATIVE AOORESS
OAlF.
OATI
PAlIOOl NTF UGI
CoP)'t'lghl FOI"" loU."1 Only, 'HI N.lGo, Ino. NUPAOOt
~ \
.~ ..,;
EBtatll of:
David L DcI'lI'lelly
21-1994-0218
'1b8 folltM.rq petlllCll18 lII'8 si9J'lin1 th$ ret:urri as l4u- m'ntatives of the eState:
Mell~ BlInk N.A., EKlIcutar
By: rob..:t)) ~ Senier Flstate, Tax AnIllyst
~-1'f-1'-f
"
II'
"
"
I'
,
,
1,1
I,
"
'I
I'
.(
,
,
;;\
,
,
, I 'I
" " ,:
,
"
,
'i' "
I'
I',
II'"~
"
'.
"
e
,
I
, ,
,,'
",
,;
, ,
",
"
I'
".
',.;
"
"
"
"
I.,'
"
.< I'
,""
"
,,'
,I
,
I. .'
d'
,
,
'"
'"
"
"
"
1
"
"
';,
" " ,
, "
j',
" "
" "
"
,,'
'"
"
"
"
"
II'.'
"
"
I,
,.
,
,
'1.'
'"I
':
RIV-III1IX'IN'1
COMMONWEALTH OP PENNSYLVANIA
INHERITANCITAlC RITURN
RElIDINT DICIDINT
1 SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEUANEOUS EXPENSES
....... PrInt 0I1')'pe
FlU! NUMBER
21-1994-0218
!STATI! DfI
David L Demell
Il1!M
NO.
,\. F__~I
DeSCllIPTlON
AMOUNT
1 Diirq Brothers F\lneral HeIne - statament:
4,997.00
.. AdrnIlIWo.ollv. CoIlII
1. PerIoIlll RIpIMnlIlIVI ConlnWIloIll
Socll! Securtty Number 01 PerIonal Rapr_ntlllvs:
y", CoIrITaIloIll paid _
1,500.00
2, Al10rnev F_
I
1,500.00
3. FII1'My~llon
ClIImtnl
Addr_ 01 ClIimInllt ~nr. delth
SIr... Addr_
0.00
Ralltlonahlp
CIty
61lte
ZIp Code
4, Probl1e Fe.
83.00
O. MI''01ManlaUI !IpenMIs
1 Hershey Autial8llrS - fees am 8llpeI'lSeS ,! 465;50
, , "
nllllhmolam law Journal - estate notice ' '
2 40.00
3 'DIe sentinel - estate rotice 60.00
4 Closin;J costs. ,100.00
TOTAL AIao enIII on in", R Iluletlon .
(It _ ~ II needed, InNIl nlllllllollll eII88la of _11I8,)
8,745.50
PAUlll NTP 1211
Cap~.ht 'orllll, 10Uwar. Only, 1'" Hllco, lno. HUPA" t
Rlv-unlX'llllll
COMMONWIAl. TH OP PINNIYl.VANIA
INHIRITANCI TAll RITURH
RIIIOINT DICIDINT
SCHEDULE I
DEBTS OF DECEDI!NT,
MORTGAGE LIABILITIES AND UENS
mAll! OF
oavidLDonnell
Il!M
NO.
1 DtW J &'t:oker, M.D. - professiOOllI services
DESClIIPTlOII
2 Assthstic' R8ca..t.cuct:ive P.C. - professiooal services
3 Elizabeth B. 01rran -stat&Dent
4 Carlisle Cardi~ Assoc. - professiooal services
5 CarHsle IJnaq!nl Assoc. - professional services
6 Carlisle Hospital - professiooal services
7 Pease ~ - statement
8 IN:: mnergency Alysicians - professional services
9 Masland Associates Inc. - professional services
10 ClUrch of God HaIlB - statement
11 0l8dt ~ at Date of Death
'.
TOTAl. Nto IIllIr on 11n110, ldan
(It 1Me1P-1I1lMd1d, I!lIIf1lC1ftlnallhMll 0'_ 1Ize,)
PAlltlt HTP 11I0
COllY'l.... P"",. ItU""" Oftty,'"1 NtJoo, Ino' NUIIAU I
PI..... Prtnt Of
FlU! NUMBER
21-1994-0218
AMOUNT
8.78
17.12
0.94
10.80
17.17
207.09
20.57
51.23
68.42
217.30
8.05
627.47
COMMONWEALTH OF PEN~SYLVANIA
COUNTY OF CUMBERLAND J
III
~lellon Bnnk, N.A., Exocutor, hy .Tohn Schnll , Trust Offlc.er
baing duly sworn ___ occording to low, dopolol .lnd laYI that ho _ Exocutor
__________.____________ of tho Ellato 01 Ollvid L. Oonno11y
late 01 .!lOI NOE~I~l!I!~OV~r _~tr_o-E!L~l!.t:.!is1~ _, Cumborland County, Pa" doooand and that tho
within II an Invontory mado by ~follQll.JLnnk I N ^.___.._ _ " the said "y,,~"tn~
01 the entire OItato 01 laid do coda nt, conllstlng 01 all tho porlonal proporty ond roal oltoto, oxcopt rool oltato"ouhido
the Commonwealth 01 Ponnlylvanlo. and that tho Ilgurol opposllo oach 110m of tho Invontory roprolont 11'1 lair value
at 0' tho doto 01 docodont'l doath.
sworn
and lublCribod boloro ":,0,
~I0110M'A.
BY:I ~a
~~~"", . Admlnlltr.lol
.A)/)-<(mp/l .E 19.2!L_
(i&7.'}kf>'/~~
One Wos.t King Stroot
Shipponsburg, PA 17257
Dato 01 Death ____~__
D.y
Not..ui1J~'{Kd
r:t.1.-1~'Y'''' 7)/lfl,r~}/ilJ'( Pl,tJc
~WJ/!) Iloro, ClJlI<lUlkHXI C"lJnIy
~ti'CO'IVT\SSl)(I [,'111\'" ~~'Y 2'2, 1!~J5
'~1lI
Add""
Fohrunry 1~fl4
Month Y..,
INSTRUCTIONS
I. An invontory mUlt bo Iliad within throo months aftor appolntmont 01 perlonal roprellnhtlve.
2, A lupplomont Invontory mUlt bo filod within thirty dOYI of dllcovory 01 oddltlonal olloh, '
3, Addltlonalshoeh may bo attoched at to pOrlonalty or roalty
4. Soe Artlclo IV, Fiducioriol Act 01194'9,
I
:
"I 4i
I.)U .... "2
~ III
l!! 'N ~
~ .... ~
g ~ ~
0.. ol u ~
co 0 0 "u ~
l.U C '" ..
.... :J: <>: .. u
N f- n. lH . 0.. E
.' I, Z .... -' U. .0 .;
~ u. -' ~ 0 0.. 0
Ii LU 0 <( .c: ,:. ~
, > Z a: <(
.... ;l ~
Z 0 ~
N 0 ~ "
0 - III Z 0
al .0 U
Z <( <Q ....
0.. '"
'0
'M ~
-.:
0 ~
,.ll '" ""
~ E
~ 0 0
~ " [f 0
-J U '"
I'r I {)/5- fL/
V.1547 IX AFP (08.941*
C~HWEALTH OF PEHHSYLVAHIA
OfPART","T OF REVEHUE
II.lIEAU Of IHOIYIOUAl TAXES
OEP!. 160601
HARRIIIURO. PA 11121-0601
101
'l
G
-
CUT ALONO THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'!v: is;;? "ix" A i: p" (ili: 94"i "iiil"f i or "OF ""itiAiii i;: ANc i ""fAx" APPRA i iiHEilr; -A iXowANC i-DR - -"- -" --" - -"" - -""
PISAL~OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ISTATE OF OONNElLV DAVID L FILE NO. 21 94-0218 ACN 101 DATE 01-24-95
APPROVED DEDUCTIONS AND EXEMPTIONS I
8,145.50
,. funorol EHPOII.../Adll, Co.to/Hllo, EHPon... ISohodulo HI 19l -
10. Dobh/HorlgOgo L1obUIUo./Llon. (Sohodulo 1) 1101 621,47_
11, Totol Doduotlon. 1111 --
12. Not Voluo of ToH Roturn 1121
15. Chorltoblo/GOVornllontll Blqu..t. ISoh.dulo JI (151
14, N.t v.lu. of E.toto Subjlot to TRH 1141 11,911 .40
r-"\
NOTEI ~ In II"II~~~WII illuld pravioul1Y, linll 14. 15 Ind/or 16, 17 Ind 18 will
r'~lct ~gur..uthlt include the total of ~ returnl allellld to datI.
ASSESSME"t.~F Tr\~ . c;
15, AllOIliit of L\2! 14 at 'SIlou.ll rlt. IlSI ,00 X' 00.
16. AI.Lni of LIll614 to.pl..t L1n..1/C1I.. A rot. 1161 11,911.40 X 06.
17, Aoliunt of L~ 14 toH~lI It collltorol/Cl... Brito 1171 ,01 X ,15.
18. Pr1!lt>lp.l Tiii'Du. ',6 llll
() LJ n
TAX CRED) ,: .-
PAYNE"':
DATE
1-04-94
ACN
NOTE.
NOTICE Of IHHERITANCE TAX
APPRAISENEHT, ALLOWAHCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX DATE 01-24-95
FILE NO. 21 94-0218
02-05-94 COUNTY CUMBERLAND
TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION Of THIS fORH WITH YOUR TAX
PAYHENT TO THE REGISTER Of WILLS, HAKE CHECK PAYABLE TO "REGISTER Of WILLS, AGENT"
REMIT PAVMENT TOI
MELLON BANK NA
RM 181 0336
PO BOX 1010
tiBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CA'RLISLE, PA 11013
A.ount R..I H.d
TAX RETURN WASI I X) ACCEPTED AS fiLED
I ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VA~UE OF RETURN BASED ONI ORIGINAL
1. R..l E .toto I Sohldull A Ill)
2. stook. .nd Bond. ISoh.dull 0) 121
5. Clo.lly H.ld Stook/p.rtnor.hlp Int.rl.t ISohodull C) 151
4. Hortglgol/Noto. Rooolvoblo ISohodulo 0) 141
S. CI.h/B.nk Dopollh/Hho. Por.ono1 Proporty ISohodull Ei ISl
6. Jointly Ownod Proporty ISoh.dulo f) 161
7, Tron.hrl ISohodulo GI 171
I. Total A..ah
,DO
,00
.00
.00
21.284,31
,00
,00
(8)
AHOUHT PAID
I')
I-I
.00
DISCDUHT
INTEREST
714.68
TOTAL TAX CREDIT
8A~ANCE OF TAX DUE
INTEREST
TOTAL DUE
21, 284.31
Q.:\7? Q1
11,911.40
,00
,00
114,6B
,00
714,68
714.6B
.00
,DO
.00
. If PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST,
:"" '13-1
If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREOn." ICR), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE Of THIS fDRH FOR INSTRUCTIONS. I
"
";
i'
., ,
'"
"
'ii'
""
"
'1,'
'"
,',
, ,
RllaRVAllONI E.t,tl' 0' decldent,' dying on or bl'art Olet.b,r 12, 19.2 .. If Iny 'uturl Intlr..t In thl I,tltl I, trln,flrrld
In PO..I..lon or Injoy.."t to tllll . (ooUltlrll) blnaflal,rl.. of thl clteldtnt Ift'r the IKplr.Uon 0' Inv utltl for
II'. or for ytlr., 1hlCo.lonwlllth hlrlby tKpr...lv r...rv., th. right to .ppr.I., .nd ..,... tr.n'f~r Inhtrltenct 'IMI,
.t the Ilwful CI... . (ooll,t.rll) r.tl on 'nV' luoh futurl Int.r..t.
PUIlPOSE DI'
NOTICE I To fulfIll 1ht rtqulrt.tnt. of S.otlon 2140 of the tnh.rit.nol ond Eltlt. TIK Aot, Aot 22 of 1991. 72 P.R,
"0110" 2140,
PAVMENT, Oltloh thl top portion of thll HoUol 'nd .ublllt with your PIYI.nt to thl Righter of Willi printld on th, rlVlr.. IIdt,
--"01<. chICk or o.n.. ordor P...bl. I., REOISTER OF NILLS, AOF-NT
All Plv..nt. rlollu.d.hlll flrll be IPpU.d tu AnV' Illt.r..t which ..v b. du. with anv ra..indtr applied to thl tlIC.
REFUND (CFUI A r'fune! 0' , tlIC crtdlt, which 10111 not rlqUllttd on tht hIC Rlturn, IIV bt rlqullt.dbV' cOIIPIIUng In "Application
'or R.fund 0' Plnn.vluln1, Jnhlrit.noe and E.tlt. TaK" (AEV.13131. Appllo.tion. Irl IVlll.bl. .t thl Of' lei
of thl RIDI.tlr 0' Will., Iny of the 23 Alv'nul DI.trlet O'flc.., or bv ellllng thl 'Plol.l 24.hour
In.wlring ..rvlel nuablr. 'ar 'nr.. ordlrlngl In Ptnn.vlvanl. 1.,00.362-2050, out.ldt Plnn.vlv.nll .nd
within loell Hlrrl.burg .r.. (717) 717.'094, TOOl (717) 77l.Z25Z (H.lrlng I'PIJr.d Onlv),
OIJECTlON'1 AnV P'I'ty In Jnt.rllt not ..tllUld wUh the appr.I....nt, altowlnlJ. or dl..UoWlnlJl of cltduotlon., or .lItunnt
0' tlM <JnellleUn, dheount or lnt.rllt) II .hown on thlt Holic. IU.t objlot wHhln Ib111 (60) dlV" 0' rlc.lpt of
thh Notlc. bYI
uwrlU." protllt to the PA DIP"t..nt of Rlvlnu., loerd of APPllh, DEPT. 211021, Harrhburg, PA 1712'-1021, OR
...1tetJon to hive the ..tter dettrllJn.d It ludU 0' thl .ccount of the per,onll r.prll.nt.UvI, OR
.."""1 to the Orphan.' Court.
IIIftIH
ISTRITlVE
C~CTlOfjSI
Flotull .rror. dl.eovlr.d on thl. ........nt .hould b. .ddr....d In writing tOI PA O.p.rt.tnt 0' R.v.nuI,
lur..u of Indlvlcfu.1 TI.IC", ATTNI POlt A..o....nt A.vl.." UnU, DEPT. 280601, Htrrhburg, PA 17128-0601
Phon. (717) 717.6505. S.. p." 3 0' th4 bookllt "In.truetlon. for Jnherltanel T.IC R.turn 'er . R..ldtnt
O.cldlnt" CREV.1501) for an IKpl,nltlon 0' .dtlnl.trltlvtly corr.otlbll .rror..
If any t,IC dUI It p.id within thrll (S) e.1tndtr .onth. .fltr the d.c.d.nt'. duth, . flvt perotnt (Sl() dltcount of
the tllIC P.ld It l11owtd,
Int"..1 It eharted b.glnnlng with first dlv 0' d.llnquencv, M nlnt (').onth. and OM (1) dlV 'ro. the dltl of
dI.th, to the data of p.y..nt. TI.IC.. Nhlch b.e.,.. d.lInquent blfort Januerv 1, 19ez bltr Intlr..t at the retia'
.IK (6j() p.reent PI' 1M..,. ellcullt.d .t I d.11v ratt of ,000164. All t'KI. which b'I1". d.llnquent on Ind tft.';
Jtnu.rV' 1, 1912 wJl1 bltr Intlr..t It . r.t. whieh will v.rv fro. e.llndlr Y.lr to oll.ndftr y..r with that rltl
tnnouno.d by the PA Otp.rt..nt of R.venue, The IPplle.bl. Int.r..t r.t.. for 1912 through 1995 .rl'
OISCWlT,
INTER::STI
!e!: Interllt Alta DillV' Jnt.r..t Fletar !!!r Jnterllt Rate O.Uv Jnterllt FlOtor
1911 lOX ,010111 1911 91 ,000241
ItI1 I'~ ,000111 1t1l'1991 m ,000101
1"4 m .000101 1992 IX ,000241
1... m .000116 1991-1994 1~ ,000192
1'" 10~ ,000270 199. 'X .000241
--lnt."..t I. ollcul.tld .. followll
INTERElT . IALANCE OF TAX UNPAID X NUHIER OF DAYS DELINQUENT X DAILY INTERElT FACTOR
uAny Notlct IlIutd Ift.r 1ht t'K bleo... dtllnqutnt wUl reU.ot In Inter..t ellcullUon to flft"" (11) dly.
beyond thl dltl 0' thl ........nt. If PIYllnt It lid. 1ftI' thl 'ntertlt eOlflutlUon dlt. .hewn on the
NoUn, addltlOh.. Inttrllt IUlt be o.loul.tld.
.
, .
JRD/June 30, 1992/17858
In Re: Estateof DAVID L. DONNELLY
Late of NORTH MIDDLETON TWP
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21.1994 - 218
No. 21.1994-218
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUFST TO
CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
RONALD E. JOHNSON, ESQ.
Date of Decedent's Death: FEBRUARY 5. 1994
Date of Delinquency Notice: MARCH 13. 1996
The undersigned, Mary C, Lewis, Register of Wills. in accordance with Rule 6,12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal representative nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or Its Status Report required by Rule 6, 12, Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6,12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on MARr.H , 1 , 19..9.liand that the ten (10) day notice to file the Status Report has eAplred.
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative.
Date: MARCH ~9. 1996 \t&~, (I.,~",~ M.h.JlJ; );7!J)/Ui./V, f)~A
M~~ ewis, eglster of Wills ~-- I .
Distribution: Personal Representative
Counsel for Personal Representat ive
Estate File
A HEARING IS SCHEDULED FOR Li~"Jv[ 719fj~ AT //:00 A./)') ,
IN COURTROOM NO.1. IF THE STATUS REP6RT ISFlLED PRlOR TO 1'HE HEARING
DATE, THE HEARING WILL AUTOMA ICALLY BE ClI CELLED.
I~ (l) (~~', l~
OuLtd.J.R.J, ~OLD E. SHEELY, P.J.
\,