HomeMy WebLinkAbout94-00465
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PETITION I;OR IJROBA TE and GRANT 01<' LETTERS
c~)f.. 'lLI .L!!J,!;
Estate of Hlltll E. Bender
also kllowlI as _
No.
To:
Re~lster of Wills for Ihe
. De,'eosed. County of J:llmhe r I 11 lid in Ihe
Sodol Se,'urily No,. /., \- -/ ~ - ?'1 ;>0 Conllllonweulth of I'ellnsylvulllu
The petition uf IlIe undersigned respectfully represeds lhat:
Your petltiuner(s), who is/arc 18 yeurs uf a~e or ulder alllhe e,xeeutlll' , _lIamed
III the last will of Ihe abuve deeedeut. dated _ IIlll~lIHt 1.1 , I~~
and eodlell(s) daled Nune, S~e renllncliltlons of 1Ii1,.,X.I. Bellder, Hohert C.
Bunder, n!ld Vivian ~Shlllllill1. i'\\.'\J ,\\,,(' pr.,,-,l (...~.-h.. fJ+ e!:."/iv..U~J I)~
j'Je", J IlL- I
(suuc relevant chcllnHlun~cs, C,j. renullclullon, dClllh of lI~ccUlor, !lIe.)
Deeendent was domiciled al death In ClImher IlInd County, Pennsylvania, wllh
IL.IlL- lasl family or principal residence al--.!J.!L IVeHt' flillll Stn'et
_ - l'i1ll111t Illlttom, l'ennHy1vilnlll 17266
(Iht strCCI, number llnrJ llIulldpalilY)
Decendcnl, thell 90 years I}f a~c, died fillY I, , 19 94 ,
al ..5wa:~ fl.c<^ I-h-1.h14~\- .
Exeepl as follows, decedent did nlltmarry. wus nOI divorced alld did 1101 have a child born or udopted
aflcr execulion of lhe will oHmd fur probalc; wal nOllhe victim of a killing alld was never adjudicaled
Incompetent: . None.
Decendenl at death owned propcny Wilh ellimated valuel as follows:
(If domkiled illl'a.) All personal properlY SlI 0 o~o. oi)
(If nOI domiciled In Pa.) Personal properly III Pennsylvallia
(If not domiciled In Pa.) Personal properlY III County )
Value of real eSlate in Pennsylvania
sltualed as follows: ill SOlltll Ne"ton T'l\mslli" ClImherlnnd
kno"" nH 41, IveHt flnln Street. IVnlnllt Bottom,t;
WHEREFORE, pelilioner(l) respectfully
presented herewith and Ihe ~rant of lellers.
Iheron.
requesl(s) the probale of Ihc last will and codlcll(s)
IIdmtniHtrntloll, C.T.II.
(1C:)IUnll:ntury. udmilll)!rUlion c.l.a.j adllllnhlrUllon d.b.n.c.l.a.)
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P.O. Box 177
-Newville PA 1724'--
OATH 01<' IJERSONAL UEIJRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }' :::Il:l
COUNTY OF _ Clllllh~l'lnlld
The pClillllner(l) ubove'lHlIllcd swcllr(s) or affirm(s) thlltthc statemenls Inlhc foregoill~ Ilelltlonurc
Irue all~ CllffCCllo lhe best of Ihe kllowleu~e ulld belief oJ'lJClitiollcr ) allu IlIul as Ileflllllal rCllrcsell'
IlItive(;) of llie above decedcnt petitiollcr(s) will well a)~.l(uIY admi st'1.[ l~lI\C lIeeordln~ 10 law.
Sworn 10 or. affirmeu l\1~ subscribed {' ~. ~ ,/ (/, luun", tI)
before 1I1e t1)is '7"Tnm'-~---- dllY of 1(i1 d' . SIJllIllllll ~'
'-H-~" (/ ,1'1111 (119 94 'v' "
1.4fu~' J{LI'-~,. 1~1~-:~-,I(!ml,ij'1LH-.;__ ~
MARY/C. l.EWIS JI,'gistcr ",~ ~
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The preceding instrument. consisting of this and three (3) other '
typewritten pages, each identif:led by the signature of the tostatrix, was on
the day and date thereof signed, published and declared by the testatrix
therein nsmed, as and for her Last Will. in the presence of us, who at her
request, in her presence, and in the presence of each other have subscribed
'4}~)j~' ".idjo.
~"'l1..tf. ~ . --..... residing
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LAW OFFICES OF
JOEL R. ZULLlNGER
HAMILTON C. DAVIS
310 CHAMBERSBURG TRUST BLDG.
CHAMBERSBURG PA 17201
P.O. BOX 375
SHIPPENSBURG PA 17257
P,O. BOX 6
NEWVILLE PA 17241
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HBG, f'R \?fJ '2.t\: \:'
ATTNI MARY CLEWIS
REGISTER OF WILLS
CUMBERLAND COUNTY
ONE COURTHOUSE SQUARE
CARLISLE PA 17013
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COMMONWEALTH m PENNSYlVANIA
DE'ARTMENT Of REV!NU!
DE PT 28060 1
HARRIS.URO, PA g 128.0~!.
I I UH'S NAM! IIAST, mn, ANO MIOOU INITIAII
Bender Ruth E.
,J \ ,'.; . )
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OA DAnso. DIA'H AnlA 12/31/91 CHICKHIAI
IP A SPOUSAL
POVIAn CAlDIl IS ~LAIMID 0
PILI HUMI..
Estate 0 1994-00465
.. CJd'NTHbB.~ 2194~?M~
NUMBE.B
OlCtO!NT'S COMPU AOOU S
44 West Main Street
Walnut Bottom I'A 17266
[) 3.
(J 5,
...Q.O
Rlmalnder Rllurn
Ifo, dalll 01 d.alh p'io, 10 12.13,021
federal hlale Tax Relurn Required
Tolal Numb" 01 Soft D.po.11 Bo...
IOCI~~'~~;'~~~4~~ __.__r~t~l~'1 _~~?t~i~~-- COO"
I" ~/,~..""",,""o 110011. ""'''''" "'""" .'0011 ",""" ] IOCIAL !lCU'"' NUM'" AMOUN'-i.C'iViO.iI~. IN,,""ClIONII __
P9 1. Oriainal Relurn [] 2. Suppl.m.nlal R,'urn
o 4, llmil.d Ellal. 0 40. future Inl.,rll' Campramhe
I'or do". 01 d.alh aft.. 12.12.021
P9 6. Dec.d.nl Di.d Tlllol. [] 7, Dmdon' Main/alned u lI,lna Trull
IAlloch copy 01 Will) IAlloch copy 0 '''"I
ALL tORRUPOND.NC. ANDCONPliilNT ..\LTAX TON IHO.ULD Blliiil--.'-
M MPI! MAl IN A A
Hamilton C. Davis, Esquire 75 East King Street 1'.0. !lox 375
"'''HON. NUM'" ..-- Shippensburg I'A 17257
717 1 532-5713
I. R.al ella" (Sch.dul. AI
2, slock, and Bond. Isch.dul. 8)
3, Cloltly H.ld Slock/Po'ln",hlp 1'1'''''' Isch.dul. q
4, MOII~oa" and Nol" R".I,abl. Isch.dul. 01
b. COlh, Bank Dopalilt & Mllcellaneaus P.rlanal Properly
Isch.dul. E)
6, Joinlly Own.d Prop.lly Isch.dul. F)
7, T,a",I". Isch.dul. Gllsch.dul. 1I
0, Tolal Groll Allel,llO'al Lin" 1,71
9. Funeral Expenses, Adminiuralivo CaUl, MilcollaneouI
E.p.",,, Isch.dul. HI
10, D.b", MOllaog. Liabill'i.., li.", Isch.dul. II
11. '0101 D.duClion. 110101 lln.. 9 & 101
12, N., Voluo 01 E,lol.lllne 0 minUl Lin. III
13, CharilaLI. ond Go,,,nm.nlol O.quo", Isch.dul. JI
14, N., Valuo subi'C1 10 To. ILine 12 InlnUl line 131
15, SpoUlol 'ra",l... 110' do". of d.alh aft.. 6.30.94)
5.. '''''''C1lo", lor Applicabl. P""n1oa' on Roy.". 1151 N/ A
Sid., f1nclud. ,alu" Irom sch.dul. K 0' sch.dul. M,I
16. Amaunl 01 line 14 laKubl. al 6% fulo
I'nclud. ,alu" from sch.dule K or sch.dul. M.I
17. Amaunl 01 Line 14 laxabl. al 15% ral.
(Includ. ,alu.. from sch.dul. K or Sch.dul. M.I
18. P'inclpol'a. duo IAdd 10. from lin.. 15. 16 ond 17,)
19. Credill Spoulal Poverty Credil Prior POdmenh Ollcaunl Inter,"
________ + $332..~O.00 + __._
20. IIlin. 19 II a"ol" Ihon Lin. 10, ''11'' ,h. dill""" on Lin. 20, Thl. II th. OVERPAVMENT.
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$540,010.45
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16 I _.-..=.fu>!.l.e-:..._,
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191 ._~,~Q.JJL___
liD) $665.46
10 I _._$.5..8.2.675. 12
1111
1121
1131
1141
$59.94~
$522,,728.88
--None--
U22...Z2.8...88
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1161 $522,728. 88 __._._~
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{l71 __._.._.___._....__~
,06 n _ $31.1lE.~~___
N/A
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,15 n
II Ol...$] 1....123,]_.1__.__.
1191 $33,000,00 ___
(201 ..J~6. 27
CflNk hore if you (lfll tequl!!.lin{J n lI.fUIICI of yaw OVt'"H1Vl1u'nt
21. II lint 10 II a"ol" Ihon Line 19, .nl" ,h. dlll...n" on lint 21. Thl. i.th. 'AX DUE. 1211 _N_U,..._ __........__..._____
A. enl" Ih.ln""" on Ih. bolon" duo on lln. 21A, 121AI ..,.~.1 A.._,___n_______
O. en'" Ih. 10101 01 lint 21 ond 21A 0', lln. 210. Thll II Ih. BALANCE DUE, 1210) ,_..~.l..A.._., u__._____..
__._yak.,~!'k.!'~yabl!..'.!'R.!~II!~r~'~I!~I!~J!~,~~,_._n_.. ,."".. ,." ._,...._.__....____.. .._"U'_n_'______'_
1-'- ---,.. j.-IiESuRI TO AN'SwiiR-ALLQ1iiSiIONS ON -1i.VIRSisIDi.A.ND.TORECHECK MATH.;.c-:;j(----
Undlr Plnahl.. of perjury, I declar. Ihal I ha~. tKomined this ,.Iutn, Induding accompanying Ich.dul.. and lIalem.nll, and 10 Ih, b.1I of my knawl.dg. and belllf,
II II IruI, corr.r.1 and campl"I.. I declar. thai all real .uot. hOI bun r.por,.d allrue marke' volue. Declaratlan of preparer alh., Ihan Iho p.rlonal repr.lllllalivl II
bOlAd 0)\ alllnlo~;~e::t' which p.,aparer hOI any knowledge
1I0~~~-'},!!!, V!21i'/1t)\Lfi(j"fiJ.".-.ioo.",--n-.------_.----.-. 0".--
!l~f~ .Jill~~Iii.fl.IId1l1.1'*t r{tW!:,., C, '1', L\.. .PJl...JiUx...l17__.ltliwv,lllc._..PA....l1.24L__, I (I "I 'Ii (Ctj,
510NAJUU,,9J ~~,.~'~~.!.'~Sfr.A~IVli____.~l.llfSS O.Alf---.---- ---
JI1I1I11 1 ton C '._PII.,S, ):"'j\LLrL_!' ,(l, ,!JUK ,J75..~hlppUUlllllu:~..l'A.17251..--..-----,_, 11(!...J'l.~_.__
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Act '''I of 199.. provld.. for the r.ductlon of the talC rat.. Impo..d on the n.t valu. of tran"." to or for
the u.. of the .pau... Th. rat.. a. prllcrllted by the .tatut. will b.l
. 3~ (,03) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 7/1/94 and b.for. 1/1/96
. 2~ (.02) will bo appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1/96 and b.for. 1/1/97
. 1~ (,01) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1/97 and b.for. 1/1/98
. Spou.al tran"." occurring on or aft.r 1/1/98 will b. u.mpt from Inh.rltanc. talC.
PLEASE ANSWER THE FOLLOWING QUESTIONS
:1 BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS.
I ~
.1 1. Old dec.d.n' make a transf., and:
X
Q, r.taln the us. or IncQme of the property transf.rred, ........".......,.....................................
b. re'aln th. rlgh"o dlllgna'. who Ihall UII 'h. prop.rty transf.rred or Itllncom., ............... X
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I c. r.taln a reversionary Inter..t; or .....,..........,......"....,...................".................0.'............ X
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1 d. rec.lv. th. proml.. lor III. 01 .lther paym.ntl, b.n.litl or car.' ....................................... X
I 2. If d.a,h occurred on or b.for. D.c.mb., 12, 1982, did d.ced.nt within two yea,. preceding X
I d.a'h 'ranll., pror.er'y without r.c.lvlng ad.quat. conllderatlon' If d.ath occurred aft.,
D.c.mber 12, 198 , did d.ced.nttransfer prop.rty within on. y.ar 01 d.ath without rec.lvlng
i I ad.quat. consld.ratlon' ,'.,........ It..' ,........,. "'" 0'.'......,......,.,."........, II......., I" ,.... 011....'.., '" I. X
I X
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.1 3. Old deced.n' own an 'In trul' for' bank account at hll or her d.ath.......................................
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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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,J.\ttac.hmem 10 .)c.neOUlt. I;:)
. ES'IOte of Ru+h E. Bender"
E~HIIQQ4 - bD~5 PA" 2/q4 -041#5
SMITH BARNEY SHEARSON INC.
9
'15 / ~
JUI~ - i 19fJ4
PAGE 1
ACCOUNT *: 724-09444
FCI DEAN COOK
ACCOUNT POSITIONS
AS OF 05/05/94
RAYMOND A. BENDER
RUTH E. BENDER JTWROS
WALNUT BOTTOM PA 17266
QUANTITY SECURITY DESCRIPTION PRICE MARKET VALUE
3,056 SMITH BARNEY SHEARSON DAILY 1,000 $3,063.19
6.38 ACCRUED DIVIDED
36,297 UTS SHEARS ON LEHMAN BROS * 4 M .065 $3,065.24
TR HIGH YLO TAXABLE MTHLY PMT
2,124 SBS TAX EXEMPT INCOME eLB 17,160 $36,462.91
EST FREE $ A/O 05/05 $36,462
EST eDse MAX CHARGE $0
36.23 ACCRUED DIVIDED
===============
TOTAL MARKET VALUE*_-",) $42,611.34
\)t><'J ~ -\ i......l.....u '.. ~~~.iJ
~ 1 'J-..,..\ IV' C~"f.,:>'t:-^f. c:'f.f....n~';)t€ 1/.-
C\.c.~\): 1}.\1i 09..- ,1, -~+l~ ~,I\\..~lC' P ,
· VALUE DOES NOT INCLUDE UNPRICED SECURITIES,
. THIS INFORMATION tS BEING PROVIDED AT YOUR REQUEST AND DOES NOT REPLACE DR SUPERSEDE YOUR SMITH BARNEY SHEARSON CUSTOMER
STATEMENT, THIS INFORMATION IS BASED UPON THE MARKET VALUE OF YOUR ACCOUNT AS OF THE CLOSE OF BUSINESS AND IS SUBJEOT
TO DAILY MARKET FLUOTUATION, '
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.A-HQchment tD ScheduK.. t.
ES.tate of Ru+n E. &nder
e.sHL 1Q</4 -oo~~:i
PA~ ~lq4'04t..S
'1'01 Pennsylvania Department of Revenue
BureaU of County Colleotions
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FROM I PIC BANI
REI Estate of ROTH E. BENDER
Date of Doathl MAY 4, 1994
It is hereby oertified that the above-named deoedent had, on
the above date, the followinq aooounts with USI
A. CHECKING ACCOUNTS
Atlcount .
Title of
Aocount
Earned
Interest
Date
Opened
0/0/0
Balanoe
B. SAVINGS ACCOUNTS
Acoount .
Title of
Account
Earned
Interest
Date
Opened
0/0/0
Balanoe
o CERTIFICATES OF DEPOSIT
Number
Owners
Date Opened Faoe Value
Earned Interest
l7~i3/~O/7J88;;)
'~v't" ~. (~~NdeIL::" 'J~ .~4(
5~t ~J
~.C', ~OO. 0 ()
Date I (rJL{'9r
BYI
d{,f.tL .xI:tu(.(.L-oI,r< ,
UV.UlIlI. P.III
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SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCClLLANEOUS EXPENSES ur:~:a.. Print ar ~"
stste U 1994-00465
~FileQ 2194-0465
DESCRIP'fION AMOUNT
Cl'jJ'~
~, ,II
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COMMONWIAUH O. 'INN$VLVANIA
INI1UITANCI ,^,( "'TUllti
RUIDINl DICIOINl
Rwnsr .
Bender, Ruth E,
ITEM
NUMIIR
A.
1.
'''nllal Exl"n,,"
Hoffman-Roth, Carlisle PA
$6.271.40
2.
Eby Granite Works, Newville PA (inscription)
$ 65,00
$ 200.00
3.
Centerville Lutheran Church (food-donation)
Sub Total
$6,536.40
B. Admlnlltrotlv. Calllt
c.
1.
P8f1onol R.pr.,.nloliv. Commllllonl Randy S, Shuman
Social S.curlty Numb.r of Perlonal Reprll.ntallve: 186
Vear Commlulonl paid I "I "I,~
34
4766
$29,000.00
2. Attorn.y Fe., to Hamil ton C. Davis, Esquire
3, Family ex.mpllon N/A
Claimant Relalionlhip
Addreu af Clalmont at decedent', death
Slreet Addreu
City Slat. Zip Code
$20.650.00
4,
Probate Fell to Cumberland County Register of Willa ($430,00)
. ($375.00 Petition; $36.00 Shortsi $5.00 Renunciution;
$9.00 Extra pages; $5.00 JPC)
Mlle.llon.oul Exp.nl."
Hamilton C. Davis. reimbursement cost advanced. Cumberland
Law Journal. Legal ad ($40.00)
The Sentinel-Legal ad ($76.56)
$40.00
$76'.56
$26.09
$430.00
1.
2,
3.
Hamilton C.
mailings
Register of
Davis, reimbursement cost
($26.09)
Wills, Cumberland County,
sdvanced. Registered
4,
additional shorts (4 X $3 $12.00
5.
Cumberland Valley Hose Company. Ambulance Service
$10.73
$2.500.00
6,
Reserve for contingencies and expenses of closing
7.
Sub Total
$2'; 664.38
8,
TOTAL (AI,o enter on IIn. 9, R.capltulatlon) 559,280.78
(If mar. IpCIC. II needed, "'Mrt adclltioftal ....." of 10m. 111..1
. "", ..., .,,-,_'~'4of1'i":'''''' , .' .-...... ~ .".0_.. ,"
...t ,.
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.
Thl prleldinl in.truMlnt, eon.t.tinl of thi.. and thrll (3) othlr
typ.writtln p.se., IKch idlntifild by thl .ilnature ot.thl tl.t.trix, WI' on
thl day and date ther.of .iln.d, publi.hld Ind dlclar.d by the te.tatrix
ther.in nam.d, a. and for her La.t Will, in the prlaencl of u., who at her
r.queat, in her pre.lnce, and in the prlllnel of lach othlr havI .ub.eribld
'''l'f'ldi:':' ",!",. .. J.,vJlt Il
)j~~ ~tl" .& -~- ua1dins atkb-...:JfL.~- Al
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COMMOllWEALTII OF PENNSYLVANIA
)
) sa.
I
COUNTY OF CUMBERLAND
Randy S. Shuman beinq duly .JUiQ.tn.. aocording to law / deposes anci
says that he is IIdministrntor. C.'I'.II. of the Estate of RU~h ilL
Ilondor lute of South Nowton Townshin. Cumborlnnd. County, PA,
deCeaSllQ and that the wi thin is an invontory made by Randv a..
Shumiln, the said Administrator. C.'I'.fu, of the entire estate of
the docedent, consistinq of all the porsonal property and real
estate, except real estate outsido the Commonwealth of
Ponnsylvania, and that tho fiqures opposite each item of the
inventory represent it's fair value as of the date of the
docodcnt'~ death.
"
-..Jworn and subscr ibed
before mi.> this ~ day of
:,\),o"."r,,' / 1994
,iL",(i', ,\l,U'i." 1""1"'(
Notary PUblio
Uo~s A. SO[~~~RGEII. N~ID;Y ~u~:~
ShIPP'l1llburtJ Iltlro. Climbsrland Co" PA
Nv Cunllllli.\lon bpllM MIn:I1 >>. 18117
-.....-.
to
Administrator,
P. 0, Dox 177
Newville PA 17241
Address
Date of Death
4
OilY
5
Month
94
Year
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IA. III
Recoldlld,(j:IIIU of
RegLt'~1 oi \lillB
INVENTORY or 'l'HlI REAL AND PERSONAL IlSTATIl Ole 20 1\11 :51
or RUTH B. BENDIlR '94
......................................*..................*.*~..*.
Clerkl',e ,:.,'< Court
Real Ilatahl None C\Jmborl...rIU (,,;0., PA
Iarsonal PrOD8rtVI
STOCK JlOLDIINGS
Smith Barney Shearson, Daily Fund 3056+ X 1.00
plus accrued interest
UTS Shearson Lehman Bros *4 Munioipal Trust
36297 X .085
.
,.'
'I
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, j,
SBS Tax Exempt Income Club 2124 X 17,160
plus accrued dividend
Mise Income accrued as per confirmation repcrt
:r
, I"
, I'
, ,I,
, :
~NK ACCOUNTS/MISC
NOW Checking Account, Farmers National Bank
No. 222593/ plus accrued interest
'\
Savings Account, Farmers National Bank
No. 5008830, plus accrued interest
. Certificate of Deposit, Farmers National Bank
No. 2005883, plus accrued interest
Certificate of Deposit, Mellon Bank
No. 41-A51401C, plus accrued iinterest
Certificate of Deposit, FNC Bank
No. 1753160733882/ plus accrued inter~t
Certificate of Deposit, Meridian Bank
No. 4001933789, plus accrued interest
Certificate of Deposit, Farmers Trust Company
No. 1-101204/ plus accrued interest
Miscellaneous tangible personal property
FA Income Tax Refund
"
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Cash
$3/063.19
$6.38
$3/085.24
$36/462.91
$38.23
$8.72
$15/751.38
$5.16
$74,182.71
$115.22
$100/000.00
$172.60
$100,000.00
$28.13
$50,000.00
$55.21
$99/000.00
$81. 65
$100,000.00
$138.08
$28.25
$205.00
$70.50
J
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REV-1547 EX AFP (12-04*
COHHONWEAlrH Of' PENNSYLVANIA
OEPARTHEHT OF Rf.VEHUE
IlUREAU OF IH[lIVIOUAl tAKES
DEPT, 280601 j
IIARRISBURO, PA 1112e'p~~_~_~__._.. :..__n.. ...
ESTATE OF BENDJ:r--------.--RUTll'
DATE OF DEATH 05- 04-94
. ~'
NOTICE or INHERITANCE TAR
APPKAISEHlNl, AllOWANCE OK DISAllOWANCE
0' OEOUrTIONS AND ASSESSHENT Of TAR
ACN 101
~
"".""",.,
FILE NO.
OOUNTY
DATE 02-21-95
'--"'2'r-9'~5
CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO VoUR ACCOUNT, SUBHlT TIlE UPPEK PoKTloN Of TillS fURH WITN YOUR TAR
PAYHENT TO TNE REOISTER Of WILLS, HAKE CHECK PAYABU TO "REOISTI'R Of WIllS, ADENT"
REMIT PAVMENT TOl
HAMILTON C DAVIS ESQ
75 EKING ST
PO BOX 375
SIIIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Anauof RloJ Hid
:,-."....
1
CUT ALONG THIS LINE ~ RETAIN LOWER PORUON FOR YOUR RECORDS ....
REV: iscii. iii[.;;F P - i i '2:94 Y -No Yi 6 r -OF. YNil!R if ANC i. Y it)(. ii Ii pi! ii i ii! HiNT.;. A L row Aiic i - iili'.. - - - -.. - -. - - - - --
DISALLOWANOE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BENDER RUTH E FILE NO. 21 9(.-0(.65 ACN 101 DATE 02-21-95
TAX RETURN WAS 1 I X I AtCEPTfo AS I'll ro
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAl.
I, RI.I Eltltl ISchldul1 AI
2, stock. Ind Bondi ISchldul1 Bt
3, Clollly Hold Stook/Plrtnlrshlp lntlrllt ISchldul1 CI
4, Horlglgu/Notll nlellvlblo ISohldull 01
S, Cllh/Blnk olpo,lt,/HI,o, Plr.on,1 Proplrty ISohldul1 EI
~, Jointly Ownld Proplrly ISch,dul1 r I
7, Trlnlflrl ISohldulo 01
B, To\ol AllOts
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Funlrll Ewplnlll/Adn, COlhIHI.o, E.",nll' lSohldull III (9)
10, Olbla/Herlgogl LlIbllltlllll.l,nl Ihhldull II 110)
11. To\ol olduetlon.
12, Nit Volul of To. Klturn
13, Chlrl \oblo/oovlrnnlnlol 811111.. 10 ISchldull J I
14, Hit VolUI of Elt,t, SubJlot III TI.
~HANO~ P
,
1
II) ,00 rc-,
(11
121_-lli664 ,67
1'-'
131 .00 OJ
141_ .00 d
ISI 540.010.45
I~I }';.OOUl
171 .00 CO
tBI
59,280.78
665,46
1111
1121
1131
(14)
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582,675,12
~9, 946 24
522,728.88
.00
522,728.88
If .n ......m.nt w.. i..uld pr~viau.1Y, lin.. 14, 15 and/or 1&, 17 and 18 will
r.fl.ct figur.. th.t inc1ud. the tat.l of 6bk return. assessed ta date.
ASSESSMENT OF TAXI
IS, Anollnt of I.Inl I', ,I O,",,,..I ...11 1151
I~, Anount of Llnl 14 to.obll .1 tlfiloI/C11.. A rltl II~I
17, Anount of Llnl 14 t","bl" 01 CollotlrIIIClo.. Brill 1171
18. Prlnolpol TI. DUI
NOTE I
TAX CREDITSI
PAYHENT
DATE
07-26'94' -..
I
I
I
OlDcnUNT III
(NIlKllT I- I
1,568:i9
HeCfl~T
NUHBe~
MM886,\1.3 .
.00 K .00,
522,728,88 K .06,
,00 K .15"
(18)
AHoUNT PAID
33,000,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
,00
31,363,73
,00
31. 363,73
34,568,19
3,204,46CR
,00
3,204,46CR
. IF PAID MTER DATE INDICATED, see REVERSE
FOR CALCULATION Of ADDITIONAL INTE!EST,
IF TOTAL DUE IS LESS THAN .1, NO PAYHEHT IS REQUIRED,
IF TOTAL DUE 15 RelUCTED AS A "CREDIT" I CR I, VOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
I
. ... N., ~._ ~. -.,. ,.~ .
RESERVATION I E.tatl' of dlc.dlnt. dying on or blforl Olcl.blr 12, 19A2 " if any future Intlrl.t In thl ,.tutl It tran,forrld
In Po.....lon or InJay..nt ta Cla.. B (collatlrol) blnlflolarll' of tho dlcld.nt aftlr thl oKplratlon af tnv o.tatl for
11ft or for Yllr., thl Co..onwulth hlr,by oKpru.1y ro..ryo. th, right to appral.. and ...... tranlflr Jrlhlrltlnel TaK"
at thl lawful Cia.. B (eol1ahrall ration any lueh futurl Intlrolt,
PURPOSE Of
NOTICE I To fulfill thl rlqulr...nt. of Sletlon 2140 of th. Inharlunr.1I end E.tatl TeIK Act, Act U of 1991. 72 P.S.
Slctlon 2140.
PAYHENT, Dltlch th. top portion of thll Notlcl and .ub_It wlth yoUr paV_lnt to the Rlgl.tlr of Will' prlnt.d on thl rIVlr.. Ildl.
.'Hlk. chick or lonev ordtr pavablt tal REOISTER OF MILLS, AGENT
All pIYllnts rtcl1vld .hall first b. appllld to anv Int.rut which lIIay bl dUI with any rtllalndlr appll.d to thl tu.
REFUND (CR)1 A refund of a taK cr.dlt, which WII. not rlqultted on the TaK R.turn, Ilav bl rlque.t.d bv cOlllpleUng an "Appl1caUon
for R.fund of Plnn.vlvanla Inhlrltl'lnCI and Est"tl TaK" (REV'1313'. Appllclltlon. ar. avallabll .t thlOfflcl
of thl RIghhr of Wl1h, any of thl 23 R.y.nuI District OffiCII, or by clllllol1 thl 'Plcltl Z4.hour
anlw.rlnll ..rvlel nu.blrs for for.. ordlrlngl In Plnn.ylvanl. l-eOO.36Z.20S0, outsldl P.nn.vlvant. and
within 100al ttarrhburg arn (717) 787-8094, TOOl (7171 77Z'US2 Wnrlng h1palrld Only).
OBJECTIONS I Any plrty in Intlrl.t not satl.fl.d with thl IIppral"'lnt, allowancl or dl.allowllncl of dlduotlon., or a..IS"lnt
of tllC (lnoludlng discount or Interut) I'll .hown on thh Nottcl Ilu.t obJlot within siKh (60) day. of rlclJpt of
thlt Notlol bYI
"wrlthn protut to thl PA OIParhlnt of Rlvlnul, Board of ApPlals, DIPt, 251021, Harrltburg, PA 171Z5.1021, OR
"11.ctlon ta haYI the uttlr dltlralnld at lIudlt of thl aceount of thl Plr.onal rlpru.ntat1vl, OR
"IPPIII to the Orphan.' Cour t.
ADHIH
ISTRATlVE
CORRECTIONS I
Flctual .rror. di,covlrld on thl. a.......nt .hould bo addr"'ld In writing tal PA nIPart..nt of R.~.nu.,
Burlau of Indlyldual TalC", ATTNI Po.t ..........nt Rlyhw Unit, D.p\. 280601, f1"rrllburg, PA 1712e.06111
Phonl (7171 787.6505. Su pagl 3 of thl baokllt "Instruotlon. for InherltancI TaK Rlturn for a Ruldlnt
Dlcld.nt" (REV'IS01) for an IKPlanatlon of ad.lnl.tra'lvllv corrlctable Irror..
DISCOUNTl
If any taK dUI I. paid within thr.. (3l callndar lIlonth. aftlr thl dlcld.nt!. dlath, a flv. perclnt (S%) dl.caunt of
thl tu paid 11 .llOWld,
INTERESTI
Intlrll' It chargld blalnnlng with flr.t day of d.lInqu.ncy, or nlnl (91 Ilonth. find one II> day fro. thl dat. of
dllth, to thll dati of paYllnt. TaICR. which ble".1 dlllnquln' bofo,. January I, 1982 btar Intarut at thl rate of
.h (6%) plrelnt plr annul caleuhtod at I {laUv rata of .000164. All talCU which blcau dellnqu.nt on and aftlr
Janulry 1, 195Z will blar Intere.t at a ratl which will vary frail callndar y.ar to callndar Vlar with that ratl
announcld by thl PA O.partllllnt of Rlvenul. Tho appllcabll Intlrlst ratl' fOr 1982 through 1995 arll
Yllr Intflr.st Ratl Dally Intlrllt Factor :!2r Inhrelt Rllte Dallv Intlr..t Fllotor
1911 20% .000545 t911 9% .000247
19I1 161 .000435 1958.1991 111 ,000301
1914 111 .'00301 t99/ 9% .000247
1911 13% .000356 1993.1994 1% ,DOOm
1916 10% .000214 1995 9% .000247
ulntln.t I. calculated us followll
INTEREST . BALANCE OF TAX UNPAID X NU"aER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
-'Any Hotlcl Iltued aHlr thl tlllC b.eonu dlllnqulnt will rafllet an Interut calculation to flftun (IS) day I
blyond th, dati of thl'II.lIslI.n\, If "aYlllnt Is lIf1dl nft.r 'hi Intlru, cOllputatlon datil 'hown on thl
Notlc., additional In'erllt lIlu.t bl calculated.
I'
PAVttEHT,
D,tlch thl top portlon of thlt Hotle. ~nd tub,lt with your plv..nt ..de pIYlblt to thl n," and addr...
prlntld on thl raver.. ,Idl,
1/ RESlDEHT DECEDEHT I.kl chock or.lonl' ordor PI..bl. 10' REGISTER OF WILLS, AGENT.
1/ HOll.RESlDEHT DECEDEHT I.k. ohlCk or 10nIY oldor pI.obl1 10' COHHONWEALTH OF PENNSYLVANIA.
All plv..nt. r.cllvld ,hall bt applied flr.t to'MY Int.r..t which .ay bl dut with any r...lnd.r applied to thl tiM,
REFUND (CR)1 A r.fund of . taM or.dlt, which was not rlquQ,tld on thl TIM Rtturn, .ay b, r.quI.ttd by cOlpl,tlng an
"^pplJcltlon for Refund of Plnn.vlvanla Inherlt.net and E.t.t. Tax" (REV.IlI!). Appllcltlon. ar. aVbllablo at
thl OfUcI of thl RIght,r of Willi, ,ny of thl Z3 Aly.nul Olttrlc\ OffiCII or froll thIOlp.r'..nt', 24-hour
an,wlring ..rvlel nv.b.r. for fOf"' ordtrlnOI In P.nn.~lvanll 1-500-362-2050, out.ld. P.nn.ylvanla
and within local th,rrilblJrg arn (711) 151'5094, TOD' (717) 172'2252 O/varlng I.palr.d onh).
REPLV TOI Qu..tlcn. r.glrdlng error. contaln.d on thl. notlc. .hould b. addr....d tal PA O'Ptirt..nt cf R.v.nu., Bur.au
cf IndiVidual hllCU, ATTNI Po.t "'......nt R.vl.w Unit, DIPt, 280601, tlarrilburg, PA 17125'0601, phonl
(7l7l 787'6505,
DISCOUNT I If Gny tllC dUI Is paid within thr.. (]) callndar lIonth. IIUlr the d.cldent'. dnth, a flv' p.rc.nt (SiD dltcount
of the t.lC paid 1. allowsd,
IHTERESTI
tnterut It charg.d b.glnnh,o with fh"t day of d.lInqu.noy, or nino (9l lIonths and one (1) day froll thl d"t. of
duth, to the date of paYlllnt. TeI(II which b.oalll d.lInqulnt b.for. January 1, 1952 bur lnt.rut at thl rat. of
.lx (6X) plrclnt plr annUN calculatld at a dally ratl of ,000164. All tllCI' which blca.1 d.llnqulnt on and aft.r
January I, 1952 will bsar Int.r..t at a rat. which will vary froll calendar Ylar to oallndlr Ylar with that ratl
announcsd by tho PA DIPlrt..nt of Rlvlnue. Thl appllcabl, Intlr..t rat.. for 1~5, through 1995 arll
I
I
I
i
Vnr tnt.rut Rite Dally Int.r..t Factor Vllr Jnt.rllt Ratl Dally Intlrut Factor
--
1982 20% .000548 1917 9% ,000247
1981 16% ,000418 1988'19'l1 11% ,000101
1984 lI% ,000101 t992 9% .000247
1985 Il% .000356 1993.19941 7% ,OOOt92
1986 10% ,000274 1995 9% ,000247
.-tnt.rut I. oalculat.d a. followll
INTEREST . BALANCE OF TAX UNPAID X HUHBER DF DAYS UELIHQUEHT X DAILY INTEREST FACTOR
.-Any Hot Ie. I..u.d aft.r thl tlM b.COIII' dlllnqu.nt will r.fl.ct an Intlrl.t calculation to 'Ift.,n lIS) dlY'
b.yond th. dati of the ........nt. If p.vlI.nt I. lade .ft.r the Int.r..t cOlputatlon date .hown on the
Notlcl, additional Interut .Ult bt c:alc:ulltld.
.,. .... ....._4............. ,.
'~
STATUS ~EPORT UNDER RULE ~
Name of Deoedent:
Ruth E. Bender
Date of Death:
Mav 4. 1994
Estate No.
PA No.
1994-00465
2194-0465
Admin. No.
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:
1.
State whether administration of the estate is
complete: Yes X No____
If the answer is No, state when the personal
reasonably believes that the administration will be
2.
representative
complete:
3.
If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
aocount with the Court? Yes____ No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: NIA
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. copies of receipts, releases, joinders and
approvals of formal or informal acoounts may be filed with the
Clerk of the Orphans' court and may be attached to this report.
.
D~te: _~ z-t {~~6
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C. Dav s, Esquire
P.O. Box 375, 75 E. King st.
Shippensburg, PA 17257-0375
(717) 532-5713
Capacity:
Personal Representative
X Counsel for Personal
Representative