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PETITION F'OR PROBATE and GRANT O}' LETTERS
I.::IIU/(' of _..-S~~-f-4._AL~.(I~_J~i;(IJ I ~o, .___..:2.1..::....9!:.L-" 'ilk"?
al.l'o know" a,I' _...___......___..........._..nm.._.___.__ 10:
===~=-~_~~==-.~:~~..:_~~.-iJ;~:I;~:~~7i. ~~~II~~~r (~r ~~I.{LJ~.ct' i' /1) 11irl thc
Sodal Sfl'"r/ty No, CJ.DA.I.I~:.!:,'J.--.---. Conunonwclllih of Pennsylvania
Thc pClllion of 1I11luudcrslgncd rcspcctfully rcprcscnts Ihat:
Your pClltloncr(s), WIU.'ls/llrc IN ycurs of IIgc ~r/!ldcr IInthc CXCj1rl;"'"
In thc.lllsl,wlll of II:c IIbovc ~Ic~('d~nt, tl:~'d :---~l-n!t+}!)../.I ,-
and codlcll(s) dlltcd _.{.)-,<_LL.:Jll. . 4__~L.l_I-I~~_/~ -
named
I 19_
------~---_._--_._---.-._.-._---_.
('lllre rclC"'"111 d[l:lIllnlllIlCC\, t',H. rellunclatlon, dcalh uf CXC~'tllor, eIC.)
Dcecndcnl was domlcllcd lit dClllh In 1/ iLlJ.1.b...t;J7 (0 I~ \1 '17':,"" CO~lllYI \cnnsYlvanla, with
h.J..x._ Insl family or prlnclplIl rcsldcncc lit _..i;U.~S 'Z IL4..f.J-l.j!1{; ,I' v r' .'
I~ -t' 1l'l.()...YA-.e-,l:.-~---_. .-
f ~ (lhl \lrCt'l, 1lI11nhcr llnd lIIundpaUty)
Dce?1~ntJ Ihcn ,",,'1' 1__, YCllr~ of lI~c,d( d _ -,JL{-L,l ::< '1 ( I 19 :11 I
lit _ - ;.'..1_V-_Q(..'J.LW____L1..'-'..' '. .
Exccpt as follows, dcecdcnl did nOI man, WIIS not divorced IInd did not havc a child born or adopted
after cxccutlon of thc will offercd for probatc; WIIS notlhc victim of a killing and was nevcr adjudicated
incompctcnt: ______.____.._
Dcecndcnt lit dcnth owned property with cSlimnlcd vnlues ns follows:
(If domicllcd Inl'n,) All pcrsonnl property
(If nol domlcilcd In I'll,) I'crsonlll propcrlY In I'cnnsylvanill
(If nOI domicilcd in I'll,) I'crsonlll propcrty In County
Valuc of rcal cstntc in I'ennsylvnnln
situated liS follows: ---'=-1JI-C"! l t.-
Ll4-n ~ I.J " ;]?
$-----
$
S
WHEREFORE, pelitioncr(s) rcspectfully rCqlJcstlsl thc grohate of the last will and codlcll(5)
prcsentcd hcrewlth and the gram of IClters I EST AMENTARY
thcron,
(ICSliunClllllrYi ndmlnlstrllllon C.I,a,; admlnblrallon d,b.n.c,I.R,)
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OATH O}' PERSONAL REPRESENTATIVE
COMMONWEALTH OFl'ENNSnVANIA } tiS
COUNTY 011 CUMOERLANO
-_0_--
Thc pelitioncr(s) abovc.n:lIllcd sweur(s) or ufflrlll(s) thntlhe stalcmcnts In thc foregoing petition arc
truc nnd concctto the bcst of thc knowlcdgc und bcllcf of pClltloner(s) and that as personal represen.
ulllve(s) of the nbovc dcccdent pctllioncl'(s) will wcllnnd truly administer thc cslllte according to law.
s. \Vmn 10. or n.ffir.l11cd, nnd SllbscrlbCd.~ _'-k; ~LI), _,t bd J .JJj 0" ",) ~
b I' I' 'J''''\ I' ~1 ~ ~'
e orc mc t~s --...-...-- ~._.- -.-.. (uy 01 ....-, Ii
Jfi--fl'. ,lfv..S.u'{d;FJi.tj,-{ 'h~----- ~
176~i!fl..:..'~U-':..1..!-I.l":,~~..!.U:..l1J.' .~f-- 1i.
M R C. LEWIS N('~'.II('r, /1_____.._.__, <c.
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mft~! Ifill nnb m.e,stalltCttt
OF
RUTH ALICE OLSON
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// Wof
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I I RUTH ALICE OLSON, of the Borough of Carlisle,
Cumberland County, Pennsylvania, do make, publish and declare
this to be my Last will and Testament, hereby revoking all wills
and Codicils by me at any time made.
ITEM t:
I direct that all inheritance
and estate taxes becoming due by reason of my death, whether such
taxes may be payable by my estate or by any recipient of any pro-
perty, shall be paid by my Executor out of the property passing
under I'rEM V, "Trust A" of this Will, as an expense and cost of'
administration of my estate. My executor shall have no duty or
obligation to obtain reimbursement for any sllch tax so paid, even
though on proceeds of insllrance or other property not passing
under this Will. In the absolute discretion of my Executor, such
taxes may be paid immediately or may be postponed on future or
remainder interests until the time possession thereof accrued to
the beneficiaries.
ITEM II:
If I predecease my husband,
ROBERT ARNOLD OLSON, I give and bequeath to him absolutely and in
fee simple all of my household furniture and furnishings, books,
pictures, jewelry, solverware, automobiles, wearing apparel and
all other articles of household or personal use or adornment and
all policies of insurance thereon. If I do not predecease my
said husband, I make said bequeat to my children living at the
time of my death, to be divided among them as they shall agree.
I TEM II I :
I direct my Executor to pay the
expenses of my last illness and funeral expenses from the property
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passing under this Will as an expense and cost of administration
of my estate,
ITEM IV:
I give, devise and bequeath all
of the rest.. residue and remainder of my estate, not disposed of
in the preceding portions of this will, to COMMONWEAI,TH NATIONAL
BANK, as Trustee IN TRUST NEVERTHELESS, to ~e further divided into
two parte, each of which shall be held in trust and constitute a
separate Trust Fund to be known as "Trust A" and "'Xrust B" as
follows:
"Trust A":
There shall be placed in
"Trust A" that fraction of my residuary estate of which
the numerator shall be a sum equal to the largest amount
that can pass free of Federal estate tax under this will
by reason of the Unified Credit and the state Death Tax
Credit (provided that the use of this credit does not
l'eguire an increase in state death taxes) allowable to
my estate but no other credit and after taking account
of dispositions under other items of this Will and pro-
perty passing outside of this Will which do not qualify
for the marital or charitable deduction and after tak.ing
account of charges to principal that are not allowed as
deductions in computing my Federal estate tax and of
which the denominator shall be the value of my residuary
estate. For purposes of establiShing such fraction, the
values finally fixed in the Federal estate tax proceeding
relating to my estate shall be used. I recognize that
the numerator of such fraction may be zero (0), in which
case no property shall pass under "Trust A" and that said
numerator may be affected by the action of the Executor
in exercising certain tax elections.
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issue attains the age of twenty-one (21) years/ and in no
event later than twenty (20) years following the death of
'the survivor of my husband and myself, the Trustee shall
pay over all of the then assets in the rrust to the then
living issue of my deceased child, per stirp~s.
(e) If at any time before final distribution of
the assets of any of the Trusts established for issue
of deceased children, there are no living beneficiaries
of said trust, the Trust shall terminate and its assets
shall be distributed to my then living children and
issue of deceased children, per stirpes, provided that
the share payable to the issue of deceased children
hereunder shall continue to be held in Trust for the
benefit of said issue in accordance with the provi-
sions of subparagr.aph (d), provided that if any of
the Trusts herein created for the benefit of issue
of deceased children have been terminated by the pay-
ment of its principal to its beneficiaries, the
beneficiaries who received payment of the principal
of that Trust shall collectively be considered an
existent Trust for the purposes of this paragraph
and one equal share shall be paid directly to such
beneficiaries in the same proportion by which they
receive the principal of the Trust, or, if deceased,
to their issue, per stirpes.
ITEM VI:
The following provisions shall
apply to "Trust a":
(a) The Trustee shall have, hold, manage, invest
and reinvest the Slime, collect the income, and begin-
ning at my death, pay over the net income in quarterly
installments to my husband, ROBERT ARNOLD OLSON, during
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his lifetime. The Trustee shall also, from time to time"
~ay to my husband such amounts of principal of this
Trust as the Trustee deems necessary for the proper
support, maintenance and medical oare of my husband.
Additionally, my Trustee shall pay to my husband such'
portions of the principal of this Trust as he shall
from time to time request in writing.
(b) Upon the death of my husband, during the con-
tinued existence of this Trust, my Trustee shall convey
and pay over all of the remaining assets, whether corpus
or income, to or. for the benefit of such person or per-
sons or corporation or corporations, or the estate of my
husband, in such amounts or proportions, and in such law-
ful interests or estates, whether absolutely or in trust,
as my husband may have directed, either by instrument
filed with the Trustee during his lifetime exercising
this Power of Appointment, or by his Last Will and Testa-
ment. This Power of Appointment shall be exercisable by
my husband alone and in all events. If the above Power
of Appointment is for any reason not validly exercised
by my husband in whole or part during his lifetime or in
his La,st Will and Testament, then upon his death such
portion or all of the principal of this Trust or such
interests and estates therein as shall not have been
validly appointed by his shall be added to Trust "A"
governed by ITEM V of this Will.
(c) Only property which is fully eligible for
the marital deduction under the Federal estate tax
law shall be assigned to this Trust. Notwithstanding
anything to the oontrary contained in this Will, the
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Trustee of this Trust shall not retain beyond a reason-
able time any property which may at any time be or be-
come unproductive, nor shall they invest in unproduc-
ti ve property. t.ssets which do not quali fy for the
marital deduotion ahall not be placed in this Trust.
To the extent also that other assets qualifying for the
marital deduction are available, this bequest shall not
be satisfied by the distribution of: (1) assets with
respect to which a credit for foreign taxes paid is
allowable under the Internal Revenue Code; (2) assets
which may be subject to both income and estate taxes
and which may be eligible for a credit or deduction;
or (3) United states Treasury bonds eligible for re-
demption at par in payment of Federal estate taxes.
(d) If my husband should not survive met then the
provisions of "Trust B" shall be void and the part
of my estate which would have constituted "'frust B"
shall be added to "Trust A" to be disposed of in
accordance with ITEM V of this, my/Last Will and
Testament.
ITEM VI:
No part of the income or princi-
pal of the property held under any Trust created by this Will shall
be subject to attachment, levy or seizure by any oreditor, spouse/
assignee or trustee or receiver in bankruptcy of any beneficiary
prior to his or her actual receipt thereof. The Trustee shall pay
over the net income and the principal to the parties herein desig-
nated, as their interests may appear/ without regard to any
attempted anticipation, pledging or assignment by any beneficiary
under a Trust, and without regard to any claim thereto or attempted
levy, attachment, seizure or other process against/said beneficiary.
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ITEM VI I I In the settlement of my estate
and during the continuance of the foregoing Trusts, the Executor
and the Trustee shall possess, among others, the following powersl
(a) To retain any investments I may have at my
death, including specifically those consisting of
stock of any bank even if I have named such bank ao the
Executor or Trustee herein, so long as the Executor or
Trustee may deem it advisable to my estate so to do.
(b) To vary investments, when deemed desirable
by the Executor or Trustee, and to invest in such bonds,
stocks, notes, real estate mortgages or other securities
or in such other property, real or personal, as they
shall deem wise, without being restricted to so-called
"legal investments", and without being limited by any
statute or rule of law regarding investments by fidu-
ciaries.
(c) In order to effect a division of the principal
of my Estate or for any other purpose, including any final
distribution my Executor or Trustee is authorized to
make said divisions or distributions of the personalty
and realty, partly or uholly in kind, and to allocate
specific assets among beneficiaries and Trusts created
hereunder so long as the total market value of any share
is not affected by such allocation. Should it appear
desirable to partition any real estate, the Executor or
Trustee is authorized to make, join in and consummate
partitions of lands, voluntarily or involuntarily, in-
cluding giving of mutual deeds, recognizances or. other
obligations, with as wide powers as an individual owner
in fee simple.
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(d) To sell either at public 01' private sale.
and upon such terms and conditions as the Executor or
Trustee may deem advantageous to the estate or Trust,
any or all real or personal estate or interest therein
owned by the estate 01' Trust severally or ill conjunc-
tion with other persons or acquired after my death by
the Executor or Trustee, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchas~rs to see to the
l\pplicat:i.on of the purchase money or to make inquiry
into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessllry or desirable in carrying out any of the
powers conferred upon the Executor or Trustee in this
paragraph or elsewhere in my will.
(e) To mortgage real estate, and .to make leases
of real estate.
(f) To borrow money from any party, including the
Executor or Trustee, to pay indebtedness of mine or of
my, estate, expenses of administration or inheritance,
legacy, estate and other taxes, and to assign and pledge
assets of my estate therefor. Provided, however, that
this paragraph shall not authorize borrowing from
"Trust BlI described in ITEM VI of this Will,
(g) To pay all costs, taxes, expenses and charges
in connection with the administration of my estate or a
Trust.
pa'ge 8
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INHE'RITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
R!V,I~OO IX+ 111,911
1. Roal Ellalo ISchodule A) ( 11
2, Slack. and Bond'ISchouulo BI ( 21 5,793.90
3, Clallly Held Slock/Partno"hlp Inlorell ISchodulo C) (31 ..__
A, Martgago. and Nolol Rocolvablo (Schodule D) ( AI
5, Ca.h, Bank Dopo.lI. & MI.collanoau. Po"onal Praporty( 51 8,404. 59
(Schodulo E) .
6, Jalnlly Owned Property ISchedule FI ( 61
7, Tran.fe" (Schedule G) ISchedule II ( 7)
B, T 0101 Gran Anel. 110101 line. 1.7)
9, Funeral Expon"., Admlnlllratlve Call" MI"ellaneou. I 9) 11,898.52
Expoa... (Schedulo HI
10, D.bl., Mortgago lIabllltlll, lion. (Schedule I) 11 0)
11. Total Doductlon. (Iolalllnll 9 & 10)
12. N.I Valu. of Ellal. (II no B mlnu.lln. 11)
13, Charllablo and Governmonlal Boque." (Schedule J)
lA, Nol Valuo Sub ocf 10 Tax IlIno 12 mlnu.llne 13)
15. Amounl af IIn. 1A lax obi. 01 6% ralo
(Includo valuII from Schodule K or Schodule M,)
16. Amaunl of IIno lA laxabl. 0115% ral.
(Includ. valuII from Schodulo K or Schedule M,)
17, Prlnr.lpallax duo (Add lax from IIno 15 and from line 16,)
18. Credll. Spou.al Poverty Credll Prior Paymenl'
+ +
19, If IIno 18 II grealer Ihan 11,,017, onler Iho dlfforence an IIno 19, Thl.I. Ihe OVERPAYMENT.
110
20, If IIno 171. grealer Ihan IIno 18, onler Iho dlffer.nco an IIno 20, Thl. I. tho TAX DUE.
A, Enler Iho Inlerlll an Iho bnlanco duo on line 20A,
B. Enlor Iho 10101 of IIno 20 and 20A on IIno 20B, Thl. l'lhe BALANCE DUE,
Mab ChICk Payablo 'a' Rogll'" of Willi, Agont
,'...,SIl...to,......,AU.QUISTIONSONRIVIUI S1DIANDTO RECHECK MATH.... "
Under ponoltlll of perlury, I d.dare thai I have oxamlnod Ihl. "Iurn. Including accampanylng "hidul.. and "alomonl., and la Ihe b..I af my knowledge and belief.
It It tru., corred and complet.. I declartthat all "al.ltal. ~a. bl.n r.ported at Irue marko! value. O,clarl1tlo" of pr'par., olher than th, penanal r.pr...ntatlv. II
balld an all Information of which ~reparer ha. any knawlodge,
~~~~:':::~;::~~;:~:::]~S ~~~~:~ at LUL ~, hm~JU~ :7/11/ q1
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POI UAYI.O' DIAIlfAmI 12131lfl CHICleHII
I' A IPClUIAL
POVII" CIIDIT II ClAlMID 0
.ILI NUMIII 2194-0369
'.
-t:~~
COMMONW!ALTH 01 PINNIYlVANIA
O!PARTM!NT 0' RIVINU~
Om,2801>01
HARRISBURG, PA 1'12e.0601
lOEHr's NAME jLAST, flRn, AND MIDDl! INITtAlj
COUNTY CODE YEAR
COMl'lUE ADDREFtS
Olson, Ruth Alice
At ~CURITY NUMifA
905 Indiana Avenue
Lemoyne PA 17043
~;~~~~~~~/I;'~ -
o 2, Supplemenlal Relurn
061-22.,4337
COO""~ Cumbe~)and_.
o 3, Remainder Rolurn
Ifor dol.. of doalh prior 10 12.13.8;
o 5, Fed"al Ellalo Tax
Relu,n Requlrod
_ 8, Tolal Numb" of Safe Depolll Ba..
lID 1. Original Relurn
o A,
fJlI 6,
o Aa, Fulure Inl"e.1 Campromlll
Ifor dal.. of dealh ah" 12.12.82)
Decedenl Died Tlllele 0 7, Decedonl Malnlalned a living Tru'l
(Attach co of Will IAttach copy of Trulll
PONDINCI AND CONPIDINTlAL TAX INI'ORMAnON SHOULD BI DIRICTID TO,
M l MAl A
Duncan & Otto P.C.
I Irvine Row
Carlisle, PA \70l3
lImilod E.lale
,'to
Susan J. Otto
HE NUMIER
)
717
I 249..7780
( 8)14,198.49
(15) 2,299.97
(11)
(12) 11,898.52
(13)
(lAI2,299.97
138.00
)( ,06.
~
~
~
8
a
116)
)( ,15"
(17]
138.00
Oilcounl
Inlero.1
118)
1191
(Iu.d!' 1ll'1(: II vou (1ft' ft'(IUt'\llllCj CI ,('lunci of you, ovcrpUYfOl'nl
138.00
120)
(20A)
120B)
11\1.1111"+11'''1
'.
rMil OF
ITEM
NUMBER
A.
1.
2.
3.
4.
5.
6.
B.
'1.
2.
3,
.
.,
~:Jt,~
..~
COMMONwrAITH 01 prNNIYLVANIA
'NHrRITANCr TAR mURN
RUIOrNT DICIDINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES Plla.. Print or TypI
=eLl NUMBIR
. 2194-0369
R\1th A. Olson
DESCRIPTION
AMOUNT
Funeral Expln..I'
Ewing Brothers Funeral Home
Lakeview Cemetery Association
Powers, Present & Sixbey Funeral Home, Inc.
Robert A. Olson, reimbursement, food at funerals
Marker (reserved)
Flowers
Admlnlltrotlvl COIIlI
Perlonal Reprelentallve Commlnlanl
Social Security Number of Perlonal Reprelentatlvel
Year Commllllonl paid
5,202.19
475.00
1,455.00
280.00
1,366.00
212.00
Attorney Feel Duncan & Otto
80()~00
Family Exempllon
Claimant Robert A. Olson , Relationship' husband
Addren of Clolmant at decedent'l death
Street Addr... 905 Indiana Ave
City Lemoyne State ~_ Zip Code 17043
2,000.00
4. Probate Feel
C. Mllelllon.oul Explnl"!
1. Cumberland Law Journal - adv. .'.68.33
2. The Sentinel - adv. 40.00
3.
4.
5.
6.
7.
8.
TOTAL (Allo enler on line 9, Recapitulation)
(If mort Ipael II n..dod, Inlllt additional Ih..tl of lame 1111,1
S 11,898.52
)/I~(). ./
AIV-1547 EX AFP (01-94*
C~Lm OF PfHNIVLVAHU
DEPARTIEIIT OF R[VVU!
IUR!AU Of IlGllVllIUo\L TAXES
DEPT. ZUlU
_IIWIG. PA /7111-0601 .
;)0 (,
c
HOT ICE OF IHHE~ITAHCE TAX
APP~AISE"ENT, ALLOWANCE O~ DISALLOWANCE
OF DEDUCTIONS AND WESSI1ENT DF TAX
ACN 101
DATI 11-14-94
FILl NO.
DATI OF DIATH 01-29-94 COUNTY CUMBERLAND
HOTEl TO INSU~E PROPE~ C~EDIT TO YDU~ ACCOUNT, SUBHIT THE UPPE~ PO~TIOH OF THIS FORH WITH YDU~ TAX
PAYHENT TO THE REOISTER OF WILLS. KAKE CHECK PAYABLE TO "~EOISTER OF WILLS, AOENT"
REMIT PAYMENT TOI
SUSAN J OTTO
DUNCAN 8 OTTO
1 IRVINE ROW
CARLISLE
:)
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PA 17013
L
Aoount R...Uted
J
CUT ALONG THIS LINE ~ AETAIN LOWER PORTION FOR YOUR RECORDS ~
iiilV:i547"iif"AFP""iiii-:94Y"riiiYici--ciii-iNHEiiifAiici-'1'Ax-A-PiiilA-isEHENT-,--Ai.t"ciiiAiici-b-Ii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATI OF OLSON RUTH A FILE NO. 21 94-0369 ACN 101 DATI 11-14-94
TAX RETURN WAS I (X I AccePTED AS FILED (I CHANOeD
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1. R..l E.toto ISehodul. Al ill
2. stock. end Bond. (Schedul. 81 121
3. Clo..l~ Hold Stock/P.rtn.rohlp Int.r..t (Schodul. CI (3)
4. Hodo.""./Hot.. Roc.lvobl.. (Schedul. DI 141
i. C..hlBonk Dope.lt./HI.e. P.r.on.l Prop.rt~ ISehedul. EI (il
6. Jolntl~ Ownod Proport~ ISchedul. FI (61
7. Tr..,.f.r. (~l. 01 171
a. Tot.l AII.to
.00
5,793.90
.Q.Q.
.00
8,404.5~
.on
.00
lal
14 , 198 , 49
APPRUVED DEDUCTIONS AND EXEMPTIONS I
11 ,898.52
9. Funor.l E,p.n.../Ado. Co.t.I"I.e. E,p.n... ISchedul. HI 191
10. Dobt./Hort~ Llobllltl../Llon. (Schedul. II 1101 . DO
11. Tot.l Deduction. 1111
12. Not V.luo of T., R.tum (121
15. Ch.rUoiIl./Oov.r.-t.l Iloqu.ot. (Schedul. JI (131
14. Not V.luo of E.t.t. SubJoct to T., 1141
NOTEI If en ........nt w.. 1..u.d pr.v1oU.ly, 11n.. 14/ 15 end/or 16, 17 .nd 11 will
reflect figur.. thet 1ncludu the tot.l of Alh r.turn. .......d to d.t..
ASSESSMENT OF TAXI
li. Aoount of Lln. 14 .t Spou..l r.t. 1151
16. AIount of Line 14 t.,obl. .t Lln..l/Cl... A r.t. (16)
17. Aoount of Lln. 14 t.,obl. .t Coll.t.r.l/Cl... 8 r.t. (171
lB. Prlncip.l Tox au.
TAX CREDITS I
PAY"ENT
DATE
07-11-94
11.AQA !i'
2,299.97
.00
2,299.97
. DO X . DO.
2,299,97 X .06.
.00x.15.
(lal
,DO
138.00
.00
138.00
RECEIPT
",,"8ER
MM886276
DISCOUNT (+)
IHTEREST 1-)
.00
AHOUNT PAIO
138 . DO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
138.00
.00
.00
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FO~ CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C~), YDU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FO~ INST~UCTIONS.I
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III!II1l'IATlDMi E.t.tll of ...._t. dVIIlI ... or bofo" Doo_r IZ. 1911 -. If ..v futuro Intornt In tho IIt.t. 10 tr...forrlll
In po.....I... or onJo~t to CI... I 1.011.t.r.ll bInI/lol.rl.. of lho dIe_t .ft.r lho .,plr.IIOn of ..v .It.l. for
Uf. or for y..r., thl CMIOrMI.l'th hereby t1tprl..ly rll.rVII thl rllht to tppnlH Ind ...... trltl.flr'lnhlrlt."o. Taxlll
It the llMful Cl... . Cooll,t.r.l) rlt. on eny .uoh future Int.r..t.
_llI'
NOTICE. To fulf111 tho roqulr_11 of SIoII... 21~0 ./ lho I""'rll.... ond ell.l. TIM Aol. Aol enf 1991. 71 P,I.
locUon mo.
PAYIlENT, DetlCh \hi top porllon of Ihlo Nollel ond .lilIll wllh ,our p.~1 10 lho ,,,Iotor of WlIlo prlnlocJ on lho "Vorll .Illo.
u"",1 ._ .r ""'" .rdor p"obl. 101 REOISm OF MILLI, AOM
AU PIWHf1t. "lMlllvleI ItMIll flr.t be 1IPP11ed to anv Interllt which MV be due with anv r..lnder 1PP1led to the ,tp.
REftIIb CCR)I A nfWld of . tax credit, which WII not r.qullted on thl Tax RI~Urll, ..y be r""lted by cOllPIIUng In "Appl1cIUon
for Rlfund af Penn.vlvlnll tnherltancl end E.tat, TIM" CREV-ISIS)., Appllcatlon. Irl 1V'111b11 at thl Offlc.
of thl Negllt.r of NI1I1, ."y of the U RlvlnUI Dhtrlat Offlc.., or bv c.UJng thl If*lal Z4"hour
Intwlrl", 'Irvlo. nuIbIr. for far.. orderlngl tn Penn.vlvenl. 1~IOO.56Z-2050, out.lda Penn'vlvlnll and
within 1...1 tlorrlobur, or.. (717) 717-1094. TOOt (7171 771-ZZS1 (HlIIrlllil 1....lrod On"),
OlJECTlONSI MY pub In Inter,.t nut ..tllfllel with thl IPPnhllllnt, .Uonne. or dluUOWW1C' of dtduoUon., or 1I......,t
of tlX Clnoludlng dhc~t or Int.rllt) II .twwn on thle NoUcI ..,.t objlOt within .lMtv (60) d.y. of rec.lpt of
thll MoUCI bY1
--.,rlUen prot..t to thl PA OIfIlrt...,t of Rlvenue, 100rd of ApPIII., DEPT, 211021, HlrrllbUl'lI, PA 11121.1021, OR
...IIOUon to hive the ..tt.r IStteralned at audit of thl ICOount of thl Plrtonel rlPrlllf1t.Uv., OR
,.........1 to thl Orphanl' Court,
AlIttIN
IITRATlI/!!
CllRRfCTlDNlI
I NTERl!IT ,
FlOtull .rror. dl'cQv'r~ on thl........-ot ,hould bf eddr...1d In writing tOI PA o.p.rt.-nt of Rlvenue,
lurlau of Indlvldual Tex.., AllNI po.t A......-nt R.vlew Unit, DEPT. 210601, HarrlsbUrll, P~ 17121.0601
Phone (111) 711.6505. S.. P'" S of thl bookl.t "In.tructlon. for InhlrltlnCl Tax R.turn 10r I R..ldent
Dtctdlnt" CREY-1S0l) for an 'KPI~tlan of IdIlnl.tr.tlv.lv corrlOtabl. .rror..
If any taw M It p.ld within thr.. CS) o.l..r .onth. Ifter thl dK~t" dHth, . flv. Plrcent U:O dllClOW1t of
\Ill tIM plld 10 .11_.
tntlrllt II ohIrQld Hilmlng with flrat day of dllInqutnCy, or nlM C') IIOftth. end OM C)) dlv fra thl dlt. of
delth, to the da~1 of plv-ent. 'IX" whleh ~ dll1nqutnt blforl Jenuarv 1, 1'12 belr Int.r..t It the r.ta of
.IM (6:() Plrcent Plr ..",.,. c.loullted It I dlllv rltl of .000164. AU tUII which btcMl d.lInquent on end Ifter
JlNJlry 1, 1912 .,111 bier Inhrut .t . ratl which will "Irv 'ratl oal"r YHr to c.lendar v..r .,Hit thlt r.t.
InhnUnCId by the PA o.p.rteent of Rlvenue. The IPPlloabl. Int.r..t r.te. for 1912 through 1~ .rll
DIICOUIT .
'!!!! Intarllt R.tl OlllY Intlr..t Fector !!!! Intarllt Rat. Dally tnt""t Flotor
1911 20~ .0m~1 1916 lOX .ooom
191$ I6X .0001SS IVI7 9X .0001\7
19M IU .omol 1911-1991 llX .ooom
1911 tsx .0m!i6 1"1 9X .0001\7
I"H994 7X .000191
"Intlrllt I. c.loul.tlel .. followll
I~T . IALAMCI OF TAX UNPAID X KUMlER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
ooln, Noll.. luuod .lIor lho '1M b.._. doll_t will "lIocl OIl Inlorlll' ..Ioullllon to flftHn 11Sl d.U
beyond thl dltl of thl ........"t. If P'YMnt 11 IIdI Iftlr thl In11rllt oOllPUhtlan ut. Ihown an tht
Notlcl, Iddltlon.1 Int.rl.t IUMt be clloul.ted.
'.
, .
CERTIFICATION OF NOTICE UNDER RUL~ 5.6(a)
Name of Decedent I Ruth Alice Olson
Date of Deathl January 29. 1994
Will No. 1994-00369 Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ule~ was served on or mailed to
the following beneficiaries of the above-captioned estate on
May 17. 1994 :
Name Address
Robert A. Olson 905 Indiana Ave. LemoYlIo. FA 17043
Kristen E. Green 905 Indiana Ave. Lemovne. PA 17043
Lucy A. Olson P.O. Box 338 Lewis Run. PA 16738
NDtice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Datel May 17, 1994
~t;;~'"~ !fl1tlz-
Name SUBan J. Otto
Addrese 1 Irvine Row
Carliale, PA 17013
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Telephone"17) 249-77~,0
Capacityl_____ Personal Representative
-!-__ Counsel for personal
representative
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JRD/June 30, 1992/17858
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In Re: Estaleof RUTH AL1CE OLSON
Late of LEMOYNE BOROUGH
Estate No.: 21.1994-369
ORPHANS' COURT DIVISION,
COURT OJ.' COMMON PLEAS OF
CUMBERLAND COUNTY
I'ENNSYL VANIA
N 1994 -369
0,
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUFSf TO
CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: SUSAN J. OTTO, ESQ.
Date of Decedent's Death: JANUARY 29, 1994
Date of Delinquency Notice: FEBRUARY 16. 1996
TIle undersigned, Mary C, Lewis, Register of Wills, in <Iccord<lnce with Rule 6,12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Courl Division. Court of Common Pleas of
Cumberland County, that neither the above named personal representaliVl! nor the ahove named counsel
for the personal representative have filed with the Register of Wills Of' 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 hy the Register ofWllls
on .EEBlllIARV 1 Ii , 19...9J;and that the ten (10) day notice to file the Status Report has e~plrcd.
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: MAPCH 5. 1996 \..1)1C1L(f~~.i~~t.J~.Ar~IJL)/I,t1U,/~~
Mi!rY," IS, Register of Wills ~
Distribution: Personal Representative
Counsel for Personal Representative
Estate FlIe
A HEAR1NG lS SCHEDULED FOR ifill AT-'L: ()() A .11J.
lN COURTROOM NO.1. lF THE STATUS REP T lS F1LED PRIOR TO THE HEAR1NG
DATE. TilE HEARING WlLI, AUTOMA. Y?ALLY BE CANCELLED.
i'k( Illf ( ,~l, ,/
()1\1~"~ll;.q Cf HAROLD IT.. SHEELY. P "J.