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No. 21-94 -0249
Estate of
EDWARIl ROBERT LUl'Z, .JR.
, Deceased
DECREE OF PRODA TE AND GRANT OF LETTERS
AND NOW March 1.4 th 19~, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED thai the instrument(s) datedJecember 10. 1982
described therein be admllled to probate and flied of record as the last will of EDWARD ROIlERT
LUTZ, JR.
and Lellers Testamentary
are hereby granted to MARGARET E. LUTZ
FEES
Probate, Lellers, Elc, """'" S 50.00
Short Certiflcates( )""""" S18. 00
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1Jt{~J};/Jt<J~tM)lj 1!i<kY, 11;~, I
(j Realm ef Will. V rJ I
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JCP S 5.00
TOTAL_S79.00
'Flied.. j .t:1,eg:'AQ, '~~"" .~~,~~....,...,"
ROGER Il. IRWIN ,1106282
A rroRNI!Y (Sup, Cl, 1.0, Ne,)
60 West Pomfret Street, Carlisle, PA 17013
ADDRESS
(717)249-2353
, 'lkRanctaHQQ1( , . . . . . , , , . , . . . ., $ 6. 00
PHONB
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Ja$t Bill a:ttb~t$tmtttnt
I, EDWARD ROBER'r LU'l'Z, JR., of the Borough of CurHsle,
Cumberland County, Pennsylvania, do mal<s and pubHsh this as and
for my last will and testament, hereby revol<inc; all wills and
codioilsheretofore made by me.
1. I direot my exeoutrix to pay all of my debts, funeral
and administrative expenses, as soon as convenient after my
decease.
2. I authorize and empower my executrix to sell any realty
owned by me at my death, and not speoifioally devised or bequeathed
herein, at either pubHc or private sale, and to give good and
sufficient deeds there for, in fee simple, as I couid do if 11 ving.
3. I give and bequeat.h the sum of $1,000.00 to the Young
Men's Christian Association, of Uarlisle, ?ennsylvania.
4. I give and bequeath the sum of $1,000.00 to my oousin,
Ruth Costello, of Woodbury, New Jersey.
5. I give and bequeath my entire stamp oolleotion to the
Carlisle Y's Men's Club, to be sold and monies received, given
to the Y's Men's Clubs "Paul Alexander Soholarship Fund".
6. I give, devise and bequeath all of the rest, residue
and remainder of my estate, of every nature and wherever situate
to my wi fe, Margaret E. Lutz, of the Borough of Carlisle, Cumberland
County, Pennsylvania, providing she shull survive me by sixty days.
7. Should the gift in Paragraph 6 not take effeot, I give
devise and bequeath all of the rest, residue and remail)der of my
estate of every nature and whorever s:ltuate to my nephew, John S.
~
CERTIFICATION OF NOTICE UNDER RULE S.Gla}
Name of Decedentl
Date of Deathl
WUl No.
Edward Robert Lutz. .Jr.
.January 24. 1994
Admin. No.. 21~94- d<41
To the Register!
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to
the following beneficiaries of the above-captioned estate on
.March 15. 1994 I
~
YMCA
Ruth Costello
Marllaret E. Lutz
Addres s
311 South West Street. Carlisle. PA 17013
35 South Horace Street, Woodbury, NJ 08096
323 Franklin Street, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Datel March 15, 1994
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Signature C)
Name Roger B. Irwin. Esquire
Address 60 West Pomfret Street
Carlisle. PA 17013
Telephonl! I 7171 249-2353
CapacitYI
Personal Representative
Counsel for per~onal
representative
x
COMMONWEALTH OF PENNSYLVANIA
COUNfY OF CUMIERLAND
}
al
----SWORN--
being duly
Margaret E. Lutz
.ccordlng to I.w, depolll .nd "VI Ih.t she is the executrix
of the Elt.te of _ Edward Robert Lutz, Jr.
I. Ie 0/ -tl1,~_1l9.rJl.\l.&\1,9LC;.!trH~,~~__ - --,- I Cumberl.nd County, P.., d.c...ed .nd th~t the
wllhln II en Inv.nlory m.de by ..__l1!1_nl!!~t E. Lutz __ _, , the ..Id executrix
0/ the .ntlre ell.te of ..Id decedent, cOnllltlng of .11 the perlon.1 prop.rty .nd rltl ..t.t., 1X~'pt rul ..t.le ouhlde
th. Commonweelth 0/ P.nnlylvanla, .nd Ihat the /Iguru oppollte Itch Item of the Inventory repr...nt It'. fair velue
II 0/ the dete 0/ decedenl'. death.
SWORN
.nd lub.crlbed b%re me,
19 94
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Margaret E. Lutz, Execuu fx
323 Franklin Street
Carlisle, PA 17013
Add....
D.t. of Dulh
24
D.V
01
Month
94
V,.,
INSTRUCTIONS
I. An Invenlory mull b. flied wlthln three month. ./Ier appointment 0/ person.1 repr..ent.tlve.
2. A lupplement Invenlory mUll be flied wlthln thirty daYI 0/ dl.covery of .ddlllonal lI..h.
3, Addltlon.1 Ihuh m.y b. .ttached II to perlon.lly or realty
4. 5.. Artlcl. IV, Flduclerlu Act 0/ 1949,
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Inventory of the real and personal estate of ~
Edward Robert Lut?, Jr. deoeased
1. 1989 Crown Victoria Four-Door Sedan - Sold Cor $7,500.00. . . . . . . . . . . 7,500 00
2. Stamp Collection - Appraised Vslue. . . . . . . . . . . . . . . . . . . . . 1,082 00
3. Legg Hason - Goodyear Tire & Rubber Company Common Stock as of 01-24-94 -
High - 48.2500 Low - 47.2500 Mean - 47.7500 .
NH 817043 - 30 shares at 47.75. . . . . . . . . . . . . . . . . . . . . . 1.432 50
CL 134464 - 50 shares at 47.75. . . . . . . . . . . . . . . . . . . . . 2,387 50
Stock titled in the decedent's name alone.
4. Mellon Bank - Accounts in decedent's name alone -
IRA 000183-002824 opened 02-21-89. Date of Death Value . . . . . . . . . . 233 79
IRA 0184-S09275C opened 02-21-89. Date of Death Value. . . . . . . . . . . 1,698 25
14,334 04
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
_IV."OO (I. (1-811
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COMMONW(AITH 0' PfNNS't'lVAN!A
OfPARTMlNT 01 R(V(NU(
POST OHICf 10_ BJn
tU.lIRIUJRC.,PA 1710HJ21
lOfCiDfNT'$ NAMf ll-A-~t. ,i.~.sl. AN" MIODlf INltlALI
COUNTY COD!
-I>lCEOEN1'I-C-OMPlIIIAOORllI
323 Franklin Street
Carlisle, PA 17013
CUMBERLAND
21 -
LUTZ. EDWARD ROBERT,
SOCIAL Uculiifn4uM~rR
JR.
1All 0' OfA1HloArroTiiRl~
01-24-94 I 08-24-1918
, ,
o 2, Suppl.mentol R.lurn
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144-10-8861
(~
94 -
0249
YEAR
NUMBER
l\Jl1. Original R.lu,n
o 4, limit.d E,loI.
o 3, Remolnd" R.lurn
(for dolOl of d.olh prior 'A 12.13,82)
05, Fod"ol Ellol. To"
R'Iurn R.qulred
_ 0, TOlol Numb" of Sof. D.po." Bo"..
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01
[] 40, Fulure InlorOlI CompromllO
(for do'" 01 d.olh oft" 12.12,82)
06, Dmd.nl Di.d T.llolO [J 7, Doced.nl Molnloin.d 0 living Trull
(Alloch copy 01 Willi IAlloch copy of T,u,l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
-N.~r---' OMPl MA.lLlNCi A R
IRIIIN. IRIlIN. & He KNIGHT 60 lIEST POKFRET STREET
CARLISLE. PA 17013
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82
L H NfNUMlIR
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1. R.ol ElloI. ISch.dul. AI (11___
2, SIoc" and Bond, (Sch.dul. B) I 21
3, ClolOly H.ld SIocklPorln",hlp Inl"OII (Schedul. Cj (3)
4, MOrlgogOl and NolOl Rocolvable (Sch.dule 01 ( 41
5, Co,h, Bonk D.po.lh & MI.collon.ou. Perianal Prop'rlyl 51__.10.514.04
(Sch.dul. EI
6, Jolnlly Own.d Prop'rly ISchedul. F) ( 61
7, Tro"I." ISch.dul. Gj (Sch.dule II I 7)
8, Tolol Grall AIIIII (IolollinOl 1.71
9, Funorol EKp.n.e., Admlnlllrallve COlli, MI"ellon,oul ( 91
E "p.nlOl ISchedul. HI
10, D.bls, Mor/goge Llobllitlll, LI.n'ISch.dule I)
11. TOlol D.ducllon. (IololllnOl 9 & 101
12, N.I Volu. of Ellol'llin. S minu.lino 111
13, Chorilobl. and Governm.nlol BequIII' (Schedul. J)
14, N.I Value Subf.ct to ~o, (line 12 minu, line 13)
15, Amounl oi line 14 lo"obl. 01 6% rol.
(Includ. voluOl from Sch.dul. K or Sch.dul. M,)
16, Amounl 01 line 14 lo"obl. 0115% rol.
Ilnciud. voluOl from Sch.dul. K or Sch.dul. M,)
17, P,lncipoIIO" duo (Add la, f,om IIn. 15 and f,am line 16,1
18, C"dih Prior Poymen15 Ohcount
5%
(18)
(19)
3 .8.2111.Jm.
( B)
9,232.42
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(12)
(13)
(14)
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5.101.~
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14.33&.04
9.232.42
5,101.62
5,101.62
306.10
11'11"''''
(171___
15.31
Cheelt he,t If YDU ore reque,ting D ,efund o' vpur ovr'pnymt<nl.
(20)
(20A)
(20B)
+
19, 1/ lino 1B II greolor Ihon lin. 17, .nlor Ih. diff".nco on Ilno 19, Thll II Ih. OVERPAYMENT.
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20, 1/ lin. 17 II groOl" than lin. 18, enlor Ih. differenco on lin. 20, Thl. II Ih. TAX DUE,
A, Enl" Ih. inl"OII on Ih. bolonco duo on line 20A,
E' Enlor Ih. 10101 of Iln. 20 and 20A on line 20B, Thl. II Ih. BALANCE DUE,
Mo~e Check Poyoble to. Rogl.I" of Will., Ag.nt
I .. .. BE SU~E TO ANSWU ALL QUESTIONS ON _EVllS.IIDE AND TO ltECHECle MATH...
Und" Plnchi.. 01 pI/jury, I die/Oil tholl hay, uDmin.d lhh r.lurn, lnduding occomptlnying Icn.Jul.. Clnd 'Ior.m.nh, and 10 the but of my .nowl.dg. and belte;'
bit II IIUI, (orrlcl and compl.lt. I dlclor. thai all ,.01 11101. hot bl.n "porlld 01 Iru. mark'l volu.. O.c1orotlon of pr'paFl' olh., thon th. p'rlanal "pre,.nlall'/' I.
alld en olll"Io'",OI.ol'l (If which p"par., hal any ilnowl.dg..
JiIDiAlU.r o. 'U~ON RHPONIi.H 'OR 'ILING RI1URN AODRU$--' DATI
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323 Franklin Street, Carlisle, PA 17013 '
A06Ui1
-WES'r-J!OO'iFr S'MlP"1'. Cn11l:11l' .....J!A 17m 1
290.79
..2,.2Jhl9
04-25-94
DATI
04-25-94
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (,,) IN THE
APPROPRIATE BLOCKS. . .
1. Old decedent make 0 transfer and:
a. retain the use or Income of tho property transferred, .......................................
b. retain the right to designate who sholl use thlt property transferred or Its Income,
ii
c. retain a reversionary Interelt or .,....,,,........,,...........11...."11............................
(
d. receive the promise for life of (lither payments, benefits or care9 ........................
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideratlon9 If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration' tlllll.....',.,'O"....."I...................,..
"
3. Old dec.dent own on 'In trust for' bank account at his or her d.ath'......................
VI 0
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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.~ COMMONWIAI1H 01 PlNNIYl.ANI.
, INHII"A..el IA. mUIN
lII'DINI ~ICIDIN'
STATE OF
SCHEDULE B
STOCKS AND BONDS
flU NUMBER
21-94-0249
Edward Robert Lutz, Jr.
(All prop.rlV "'Inlly.ownod wllh Right 01 Survlvo"hlp mutt b. dl"l...d on Sch.dul. f.1
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1, Legg Mason - Goodyear Tire & Rubber Company Common Stock as
of 01-24-94 -
High - 48.2500 Low - 47. ill!! Mean - 47.7500
NH 81'/043 - 30 shares at 47.75. . . . . . . . . . . . . . . 1,432.50
CL 134464 - 50 shares at 47.75. . . . . . . . . . . . . . . . -2,387.50
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'OlAL (Abo .n'or on lin. 2, Rllopltu'o'lon
III ""/1 'pOll Ie /II.d,d, hll." oddi'iono! .",.11 0/ "", '''',1 '
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3,820.00
IIv.lIl1l1'IU.1J1
ESTATE OF
ITEM
NUMBER
A,
I,
2,
3.
~~
COMMONWlALtH Of 'lNN$YlVANIA
INH(III1ANCf fA)! .(TURN
R1IIDIN1DfCfDfNI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print or T .
... .
Edward Robert Lutz, Jr.
TNUM&ER
21-94-0249
DUCRIPTION
AMOUNT
1.
2.
3.
Funtlal Expensesl
Hoffman-Roth Funeral Home. . , , . . . . . . . , . , . ,
Bethany Guild - Funeral Luncheon. . . . . , . , . . , . , . I
Pastor Ruff and Pastor Kelly - St. Paul's Lutheran Church -
$50.00 each, I . I , I I . .. I I , . . I . I . . I I ..
Thank You Notes and Stamps . I I . , . . I . . I . . I "'
Cumberland Valley Memorial Gardens - Grave Opening
100.00
50.00
500.00
5,115.40
100.00
4.
5.
1.
Administrative CoStSI
Pellonol Reprellntallve Comm!lIlonl
Social Security Number 01 Penunal Reprellntallve;
Vear Comml..lonl paid
,
Allo'ney Feel - Irwin, lrwin & McKnight. . . . . . . . . . . . . .
1,000.00
Family EXlmplion
Claimant MarRaret E. Lutz
Addrell 01 Claimant at decedent's death
Street Addrell--1U Franklin Street
City _ Carlisle Slate PA Zip Code 17013
2,000.00
Relallanshlp
Wife
4. Probate Fe.. - Letters Testamentary. . . . . . . . . . . . . . . . 79.00
C. Mlleellaneoul bplns",
1. Register of Wills - Filing Fee . . . . . . . . . . . . 25.00
2. Carlisle Coin Shop - Appraisal Fee . . . . . . . . . . . . . 60.00
3. Safe Harbor - Donation of Clothing . . . . . . . . . . . . . 100.00
4. Long Distance Phone Calls. . . . . . . . . . . . . . . . . 25.00
5. Battery for 1989 Crown Victoria before sale. . . . . . . . 60.00
6. Inspection of 1989 Crown Victoria before sale. . . . . . 18.02
TOTAL (11.110 enter an line 9, Recapltulollon) $
9,232.42
IN "'... .,Oct h ..."'4, ....rt .44"_1 .....11 of..... ....)
-, ......... ....,...
j
REV"1547 EX AFP (10"93*
C_AlTH Of PfHNSVlYAHIA
MPARTHENT Of REYEtu.
WlEAU Of INDIYIDUAl TAXEI
MPT, lID6Dl
HARRllluqQ, PA 1'121'0601
/9'8'
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NOTICE OF INNERITANCE TAM
A~~RAISENENT, ALLOWANCE OR OISALLOWANCE
OF DEOUCTIONS, AND ASSESSNENT OF TAM
ACN 101
DATI 08-22-94
FILE NO.
DATI OF DEATH 01-24-94 COUNYV CUMBERLAND
NtIEI TO INSURE ~RO~ER CREDIT TO YOUR ACCCUNT, SUBNIT THE U~~ER ~ORTION OF THIS FOR" WITH YOUR TAM
PAY"ENT TO THE REGISTER OF WILLS, NAKE CHECK ~AYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAVMENT TOI
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AlIOunt RI.Utod
-- -
CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iliV:isW.EX.AFP"iiii:9jY"iicificr"OF.i"NHEiiii'Ai(ci";'AX.A.Ppii'AiiEHiiir;.Ai.LOWAHCi.iili.................
DISAI.LOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LUTZ EDWARD R FILE NO. 21 94-0249 ACN 101 DATE 08-22-94
TAM RETURN WASI (X) ACCE~TED AS FILED I) CHANGED
RESERVATION CONCERNINO FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rill Eltoto <Sohldulo A) II)
2. Stookl end Bondi ISohodulo B) (2)
S. Clolol~ Hold Stook/Portnorlhlp Intorolt (Sohldulo C) IS)
4, Hortgogol/Notol Roool.oblo ISohldulo DI (4)
i, Cuh/Bonlc Dopollh/Nloo. Porlonol Proplrt~ (Sohodulo E) (i)
6. Jointly Ownod Proport~ (Sohodull F) (61
7. Tronlforl ISohodulo 0) (7)
I, Totol hlOto
.00
3.820,00
,DO
.00
10,5li..li
,00
,00
II)
14,334,2.i
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Funorol E.ponlol/Ad.lnlltrotl.1 COltl/
"loolllonoouI E'Pln..1 (Sohodull H) (9) 9,232.42
10, Dobto/"ort_ Llobllltlll/Llonl ISohodulo I) (10) .00
11. Totol Docluotlonl III)
12, Not Voluo of To. Roturn (12)
15, ChorUoblo/Oo.or".."tol noquolto ISohodulo J) (15)
14. Not Voluo of Eltoto Subjlot to T.. 114)
NOTEI If.n ........nt was i"u.d pr.viou.ly, lin.. 14, 15 .nd/or 16 .nd 17 will
r.fl.ct figur.. that includ. the tot.l cf !hh r.turns .......d tc d.t..
ASSESSMENT OF TAXI
Ii, a..unt of Line 14 to.oblo ot 6% roto
l6, AlIOUI\t of Uno 14 toNoblo ot 1&% roto
17. Prlnclpol TON Duo
TAX CREDITS I
PAYNENT
DATE
9,232,42
5,101.62
,00
5,101.62
(1Sl_
116)_
5,101.62 M,06'
,00 M,I& .
1171
306.10
.00
306. 10
RECEI~T
N1JNBER
DISCOUNT (.)
INTEREST (.)
AHOUNT PAID
I
04-23-94
885997
15.30
290,79
PAYMENT MUST BE MADE BV 10-24-94M,
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTlREST
TOTAL DUE
306,09
,01
,00
.01
I IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN fl, NO PAYNENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY 'E DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIOHI.)
.: ~ <I'
,
("j
(,
~, ; ~
I'.
.'13
00
REseRVATIONI Est,t" of dtoedInt, dYJnt on or b.far, Deo.-blr 12, 19.2 -. Jf eny future Jnt.r..t In the ..tlt. J. trantf.rrld
In pa.....lon or ,"ja~t to CI,.. B (ca11.t.r.l) btfttflol,rJ'1 of t~ deotdtnt .ft.r thl .xplr,tJan of any ..t.t. for
11ft or for Yllr., t~ C~alth hlrtb~ .xpr"lly r.s.rve. t~ rllht to ."r.I.. Ind ...... trlnsf.r Inhlrltenc. 'ex..
.t the lawful Cl,.. B (ca11,t.r.l) rlt. on any .uch future Intlr.st.
_rff
HOTlCEI To fulfill thl r.qulr"tnt. of S.ctlon ZUO of thl InhlrltllnCl' Ind Est.t. TIM Act, Act ZZ of 1"1. 72 P.I.
SICtlon lUO.
PAVHENlI Dltech thl top portIon of thi. Notic. end .ubllt with your ply-.nt to the Rlgl.tlr of Will. printld on the r,Vlrll tide.
ultal<. ohock " ..... ordor PlYobl. to. REOISTER OF "ILLI, AOEHT
All Plyant. rtellvld shlU flr.t be tppllld to tny Inter..t which IIY b, due with tny r...lndlr appllld to thl t.x.
REFLfm (CA)I A r.fund of . taM credit, which "II not requl.ted on thl TIM Rlturn, AY b, r....sted bv coaplltlnt 111 "AppllolUan
far R.fund of Penn.ylvlnl. Inhlrltenc. end E.t.t. Tlxft (REY-l!l)), Appllc.tlon. .rl .v.lllbl. It thl OffiCI
of thl R.glthr of Will., any of thl 2! Rlvenu. Olttrlct Offlc.l, or bv Cllllng thl spealll Z4-hour
Intwlrlna .ervlo. nu.blr. for for.. orderlngl In Penntylvlnll l-100-16Z.Z010, aut.lde P.nn.vlY,"la end
within loc.l Herr..burg .rlft (717) 711-80~, TOO. (717) 77Z-2Z52 (Htlrlnt I".lrtd Onlv).
OUCTlONSI Anv ptrtv In Intprllt not .,thUed Hlth the IfJPrlltlHflt, fIIUawenc. or dlt.l1owanc. of deductlonl, or ........ut
of tt)l tlnoludlnu dltOOlA1t or Inter..t) II lhown on thlt Notlc. tu.t object "lthln .btv (60) din of receipt of
thlt NotlcI bYI
--written pratl.t to thl PA O'Plrtatnt of RIVtnVI, laird of ~II., DEPT. Z11021, Hlrrl.burl, PA 17121-1021, OR
--'Itatlon tD hlVI thl ..tt.r dat.relned .t IUdlt of thl aceouot of thl p.r.onll rtPr..~tltlve, OR
--.....1 to thl Orphtn'. Court.
ADltIN
18TR~T1Y1!
CQRRECTJDHlI FlOtUll .rrar, dl.cov.red on thl. I......-nt should bl Iddr...td in writing tOI PA Otplrt.-nt of R.venue,
lur.1Y of Individual TI.I., ATTNI po.t A......-nt Rlview Unit, DEPT. 210601, Harrl.burl, PA 17128-0'01
Phone (717) 787-6505. S.. Pili ] of thl booklet ftln,truotlon. far Inhlrlt~. TIM Rlturn far I R..ldlnt
Dtoldtntft (H!V41S0~) for tn IMplenetlon of .u.lnl.trltlv.lw corrlGtftbl. errorl.
DIIl'OINT.
INlERt!IT.
If tnY te. due I. Plld within thr.e e)) cllendlr tOnthl .ft.r thl dtcldlntt. daftth, , five perc,"t (I~) dl.cuunt of
thl t.M plld It .UOWId,
Int...rllt It chlrged bellnnlng "lth flr.t dev of dllInctUlnCW, or nine (9) ttonth. II'Id one (1) dlY frM tM detl ot
di,th, to thl d,t. of Plwant. TIMII which b,CII" delinquent blfore Januery 1, 1912 bI.r Interllt It the rlt. of
11M ('~) peroent per ."".. calcullttd .t . dlllv retl cf .000164. All tt)l" Nhlch beo.. delinquent on end .fter
JtnUlry ., 19.2 "Ul bllr Interllt It I rat. which will varv frot cll"'r Yllr to nlltndtr YI.r "lth tMt rlltl
IMOUnCltd bv thl PA DtplrtHnt af RlvtnUl. ThI "PPllotbl. Intlrtlt retll far 1912 thrOUlh .9M trll
"
11
d
!!!!: Interllt R_t. O,llv lnt.r..t FlGtor ~ !!l!!!ut Rite DIlly tnt,,"t FlOtor
1112 20X ,000511 1916 lOX ,000274
1111 16X ,000411 1117 'X ,000247
1'" \IX ,000101 1911.ml IIX ,000101
1915 In ,OOOlG6 1992 'X ,000247
1991'1994 7X ,000191
...tntlrllt I. c,lcul.tad II foUowl.
IHTEWElT . IALANCE OF TAX UNPAID N KVNIER OF DAYS DELINQUENT N DAILY INTERIIT FACTOR
-"Anv Notice IIIUId ,fter thl tlM btc... dfilllnquent will reflect tn Intertlt cUllcul,tlon to flft"" (II) diY'
bevond thl det. of thl .....~t. If p.~t I. .Ida .ftlr thl Int,r..t cotpUtltion dete .hown on thl
Notice, IckUtlonal Int,,"t ",.t be Cllcullttel.
t/ ~
1:1,
,,,
STATUS REPORT UNDER RULE 6 .l~
"'i I) '" , :!',
' . .'./1 ,
Name of Decedent. I EDWARD ROBERT LUTZ. JR.
of Death I 01-24-94 LJi
Date CUll i'l\
Will No. Admin. No. 21-94-0249
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate I
1. State whether administration of the estate is completel
Yes-1L-. No
2. I f the answer is No, st.ate when the persona I
representative reasonably believes that the administration will be
completel
]. If the answer to No. 1 is Yes / state the following I
a. Did the personal representative file a final
account with the Court? Yes No_L..
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parUes in interest? Yes_L No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date I 68"- ~<.f -'1 if
.3~,
I
Roger ll. rwin. Esquire
Name (Please type or printy
60 West Pomfret Street, Carlisle, PA 17013
Address
(717) 249-2353
Tel. No.
(MAHI rmf/AM3)
CapacitYI _____Personal Representative
X Counsel for personal
representative