HomeMy WebLinkAbout94-00649
I
II "
P,
'I I
,
,1,1,
, I
"
"
P
, ,I,
,I'", ,.
.;jl\.
"
'"
,\
.
,.'
'.,1<
'"
,I
"
,',
"
.,
, ",
"
,"
.1
I.
"
.,
"!.
{,"
v'
"
"
.,
"I'
'1 ~' "
.,
" '
. ,.
j ~ ' .
::,1
I . "I'
\01"1'" ',_
P,:
.
,
,.I}
I,
'.
IJ....'
',1 ,11,'
;1.
,
,
'I
I,
"',,1
, '
,
'.,'
\ .
,I',
,.
" 'V'"il'
"
',.
.,
Ie.
"
,I
,I
.',
i
Ii"
" I. j ~
,.
..
",'
"
"
"
.1
..
.'
.'
"
..
, ,
','
"
,,,
II"
"
.,
,( I,
'i
I' ,1:.,
Ill/(,
"..",
"
"Ii H,'
'\\',' !
,
.,
',II
.[
, ~ "', .
'J,i.:Y:,"loI, '.'
,';
"" I
. .
\, ~ I,
ij1.'
.,r',
',,'
.'.:..,
11:,1 .
\ " ~ -: ,
1-,",","\'
'I ',;'.'
'i'r,.I:
. .
" r.,
~),,:'i:\i:
:,;1: ' //:,'
1..'1, ,:.q
'\.
'..
';. I
,..
. '.
'"
'-, i,l
.j I d'
:','
.' '; ~'~'i'~..'
" . " t,.,.
, ': , '~t, \ .: , .'.
"'1'
,'1 i " ~ f" .,'
. "':", >,;';1,'" II
. ,
':(
"
-'oj '"
.' ','
. ,'I
I'
"
I.'. .
:.,1""
.
,
1'.'.\
",I
':r'
,P
"
t'. "1,\',:.,1\,,;,,"
;;,\<
"('
,I
,.
il'"
"i,
"',1,,""
If
',;'f'.
,;"','1
0"';'
",
',.1
'j 1",:,l",
\:
I"" I
',; ,fi'
,,/,.,
I.
,;!
',",
",I" \1:11'1'"
" , ~; '. ,'.';
" ,,~ I " '; I " i '
:,'"", ,
,:':"'{:";;',
.
.',
,.', ~ ,';,1:,: ,,..,
,
;',
,!"',
, .
'"
,"
"
y,"
i ~ 'i '
;;
,I
i':
"""
',r.
,;'. 'I,
.,,', ,'I, .', ',.'"
,i.!:\:, :,'''''','.,:: '.)"" ,
~! ; /, ' ~\' '
, ~
.". t'
'. ,I'
.'
.':
:'
.' "j>',
" ,I.
,:;,~t"
1;,"1
, "',
; ~ "
,.
.1,1
""
,y'.!.i:!
~, , 1
.'
'i
':"'1
".'
,"
',I .',:
.
ii,
'}:
"I'
,
, "
'.,'
',,'<<
,.
'" I
"
"
"
,
I'.
,
,
'.
t:"
,
"I'
.;."
,
,
~ ~.
",
,
:',
.
"
"
,,','
".I,
,I
q, I'
. "d'
,'.\.
, " ~
,
'" 'I,
.,'
f',"'\
,
,
i','
./.',
, " ~.
U I,
.,'
"
"
", ,I
,~ '~ ' ' , '
, \I, .'~! l~-.
h r,
'!'
"
,\. I
'.
, ~ ' I ,j:
", 'j
1,,1
.1'1.
r,,;,.';,
" I
"} , ;.
"
"
"I
"
. "
..
rl!'~
!I"
".
1,,1
,.
.'
"
:,/"
,.
.J JI,',
, .
":
"
"
,;.
"
"
,\:
.'
"
"
"
"",.
,
"/'[
:,
'II
.r
: , . ~ 'L '
II',,',
,./"(11',
'I"
,',II
.
".
"
. .
"
'.
.~.. I
;11.
"I'
":';'\'1/'
'}'",
'1';' .
'\", :,'/:
"
'1' II
"
, "
, "
I,
"
',\1,
,
,I,'.
{:.I "
, I ~ I I 1"
:j,
,'( "
'1
"
.,' "J:',,"
.,:f\-':',
'f,"
,I J
I'
'"
I
I,'
, ,
.,
';"~ " ,I,'
'::'
"
,
',',"t.
1)./11" ,
,.. '/" .'r
II' II ~'
, ." I
" "
,"
"1'
, .:
",j
'"
,\,,'
,';'
,"1
'f,.
'I'
','
,:,r\
-I"
,
~.. "
: i,i',",
,.:' '~', . \ \, '" rl
')'\'('I! "P'
:,',"I\I'!, V",I
d \ ::
1,liu;
, ~ ~ I., ~,
,
.,'
"
,""
"
,:
,
,
,
"
,~. '
., '1')1.'
, , '.
, '
'(II
',,!
.'\,
r,l,'
"
,
"
i'
" " ,fI'." I,'
"
"
."
\'
'~ '
,
,
/..,
",
, I
,: ~u':lQi'fJQN",QF'.1iQT.1Q!LUJtD~f,!UIJ11.rJ,,_~'diL!!1
, ,
,. ,
,',',
,
, '
Na~e of D~cedent: CHARL.S E. LeMOTTE
Date of Death:, June 19. 1994,
,Will Book No.
Pa~e
Administration N6. 21-94-0649
To thfl Reg~ster:
,
I certify that notice of benefioial interest required by
Rule 5.6(,) of the Orphans' Court Rul~s w.s served on or mailed
. ~o the following benefidarisa of the, above~oapti~nec1 estat,e on
. _~..,:.~_2_~_,,2.~L:,,_:
. N.1!IIl~,
Paulin,e S. L,eMcitte '
"
M!!r!'l,!3~
a08 Gobi'n Drive
Carlisle, PA '17013 '
~"
.
Da fa: ""]'Lf-L 9.L.,___._,__~
,all persons entitle~ ~:~o under
'W~~~:~u~~___
Sig~ature
Noticenas noW been given to
. ,Rule, 5.6(a) exoept: None
,"
Name:
Address:
William S. Dariiels
One West High street
Carlisle, PA 17013
(717)243-3831 .
Counsel for persona:!,'
representative "
I,CI l'~ <: If
.. "
. "1,:):;
,:'i ( " )
.i I
" .'
I';
,,:r, " O.
I
n1 p
I.', .,
, "
) ,.
, "
I !)\ .' (
(I~ ul ..1
rjC,;) , ,
; ,
'Telephone: ,
capacity:
"
, ",
, ,
I' "
.,
".
~
~ ,
.Jt....,r..'~I" .?~~
,..'" COMMON~SYLVANrA
OE~ARTMENT OF REVENUE
OEPlliOlOl
P
OECEDUrrS tW-!! llAST,'IRST,ANO t.lIDOlE INlllAfl \1M' ~ ~A~.MV.ft.~4,~
~
~I~
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1'1'1')'1;,:11',1,11
/ /.j - ,~jv--.~.
)uHul!MIi'"
2 1 9 4
9
. .,......
064
"
!z
w
In
lJ
W
Q
C'h<lr 1:08
OATS OF DEAltl
E.
L e M,Q t,t e
WSECURITYtWBER
DAJeOf6lRltl
o 91 2 7
1 3 8
THIS RETURN NUST BE FILED IN CUPLICATE wrr~ THE
REGISTER OF WILLS
1 7 2. 3 2. 1 7 2 5' ..~. 611 9 ~ 9 4
llF APPLICABLE) $URVlWiO SPOUSE'SWME (WT, mST, N'jOLlIO(1lE IllIlw') SOCw.. SECuRnY hUM8ER
.
,
.
Gjl,O,,",IMIR'lum 0 2,Suppr.men~IR.lum 0 3,RlmalndarRelumI4"~""'''''.Il,IU11
o t Limited Es~~ 0 4a. Fulure In18l"1 Comprom~. 1'" ~.."'.... r1-1l,821 0 5, F.d.rel ESIaI. Ta, Relum R.qulred
o 6, Oece<lenl OiB<1 Tel~le I""""",~'II<'I 0 7. Decedenl~laln~tned a LIvIIl9 Trull 1"""""""'""1 _ 6, TOIaI Number 01 Sale Depolil BOll5
o 9. LlUgelion PrOCGB<11 RecelvB<1 010, Spousal pov.rty CrB<1lt(,,,~",,,,,,,,,,,n Il,'l,!l...l''''ll 0 11. E~cllon to lax under See, 9113(AI (AUehSehOI
THIS SECTION MUST BE COMRLI!TEO, ALL:CORR~SRONOENCe"\ OCONPIOENTIAL' AX INFORMATION SHOULO BE OIRECTI!O TO:
NMl CWPlf:rEJ,WLINO}JjORe:SS
WUliam S. Daniels One W. lIigh St., SuIte 205
F'R"HMIE ["""""1 Car 1 is Ie I PA 17013
TElep~tjENWa(R 1
1j" ,..,..-. (II ~'I,\l IJ:ii. ,'II: l
I. Real Eslale ISchedu~ AI (1) '. 3 6 , 6 6 6 ,6 7
2, Slock> and Bonds (Sd1edute BI (21
3, CIo!8~ Held COl]lOraUon,Parlnellhip 01 Sole,Proprlelollhlp 131 " ,
'. i/
4, MOl1gegl5 & Nolll Receivable (Schedu~ 01 (4) :'
5, CIln, Bank Deposlls & MiScel~neous Personal Property 151 I :r, 3' 0 . 5 7 5 ,9 0
Z ISchedule ~I ,.1 ,
0 'r' . ' , . ~
6, JolnUy OIined Property (Sd1edule FI (6) ,
~ 'I ' 4 " 7 , 9 .6 9
7, Inler-Vivos Tronslell & Miscellaneoul N~n.Probale Property '"
111
E ISchedu~ G or LI
8, TolIl Groll Alii" (Iolal Lines 1.71 (8)
~ 7 1 '9 6 2 '2 6
9, Funerel Elpensl5 & Ad",in~ItaUve COSIs (Sd1.du~ HI (9) :; '. 1 ' 2; 0 4 .3 0
~ ,'f" ,.... ~ .-
10, Debls of Decedenl, MQr1Qege LI.bililles, & L~nl (Schedu~ II 110) I'i I;! ,6 i 3,1 8 ,8 4
11. TolIl D.ductlons (lolal Llnl5 9 & 10) (11) 8 , 3 6 0 1 4
. ,
12, H.t V.lu. ofE.llltlLlne 8 mlnullln.ll) (121 5 3 .6 0 2 .1 2
13, Chah~ble and Govemman~1 Bequal\slSec 9113 TlUlts 101 which an elecllon to lax hasnol been (13)
madeISchB<1u~ J)
1( Hit V.lue SubJtctto Tax (Line 12 minus Line 13) (141 5 3 , 6 0 2 " 2
15, Amounlofline 14laxable
~ It the lpousellA< rele ", .,1 X .0 (15)
Seelostrucllons on reveIHllde fOI appl~b~ pelcenlage
16,AmounlofUnel4laxable . ." "
~g e18'. rale .t" 5 31"..6 0 2.'<" 1 ,.2", X .06 (16) 3 I 2 1 6 . 1 3
17, Amount of line 141axeb~ .,(,
~ e115%181e , ,15 1'71
(J 18, Tax Out 1181 I 4 7 9 2 9
.
19,
;.I,i, ,:> >!:Jl!iSURI!~.OiA 8,'{!IRIAl<bQUBIITION810N\RtVIRSliSIDI!'AND RECHECK MATH < <
Ur<ltlptnlllitSolperju~.ldtcr~, ~.'ll1M".,;~lNl rt~, lr(IudI~_,lngl</llduillondl_~, ond ~i1O bellolmrkJvJwled9tlOObeltel.II[S 1M. 001'''1 ond rompIell. DocJ~lUonol~PIl"oilOr
ltlltllhe 0I11'10l'\1l r.or~.ntab~.ls based on III Inlormalioo~' Ylhlch llflO..tl.Il.&l.M:11 kflOt.llleda.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
ADDRESS
_jJ (/L/ f
DATE
':J' - )' " :;;5'
SIGNA~E OF P/RER OTHER TH. RE~RES6IHATIVE,
/1/, '/;1 d\,h / (,-,.-: 7"'(~'
J"<..
,)<' \,-,
f 7
Decedent~~~~~ple~_ Add!~_s_s:__. ____,____________
!iTI1L!:! AlJ{)flI.SS
CITY'
Carlisle
~'[ I'A .X17013
--J
I
.ll O!l GGb4_n-l+r-4-Ye..----u--,__
Tax Payments and Credits:
1. Tax DuelPage I Line 181
2 Credil91Paymenls
A Spollsal Poverty Cre011
6 Plior Payment9
c. Discounl
III
3,216.13
_lL~OO.OO t 617.91
136.84
3.
InteresUPenally II a~pllcable
D IIllere91
E Penally
T olal ClOd"s I A . B . C I 121 3 I 354 . 75
138.62
4,
TotallolereWPonally (D. E I 131
II line 1 is grealer IMn lino 1 . line 3. enler the dllference This is the OVERPA VMF.NT,
Check box on Page 1 Line 1~ to requllt a refund 14)
If lille I . lioo 3 is grealer Ihalllillo~, onlor Ihe d,lforollce ThIS is Iho TAX DUE, (5)
A Enler IIle i1l1ereSI on Ino lax due, (5A)
B Enlellhe lolal 01 line 5. 5A ThiS Islhe BALANCE DUE. (58)
Make Check Pa able to: REGISTER OF WILLS, AGENT
138.62
-0-
-0-
5
-0-
PLEASE ANSWER THE FOLLOWING QUESTIONS
BV PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a transfer and: Ves No
8. retain Ihe use or Income of the property Iransferred: ...................."....,............"........ 0 [1
b, retain the right to deslgnale who shall use the property transferred or 115 Income; ,.. ........"" 0 El
c, relaln a reversionary Inlerest; or,.." ,0 El
d, receive the promise for life of eilher paymenls. benefits N care? ............,..,........,..............,0 El
2, If deelh occurred on or befor~ Decamb~r 12, 1962, did decedent willlin two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12. 1982, did decedentlransfer property within one year of death without
receiving adequale consider allan? ,. '.., ..................,....,....................,......,...."""....",....,...., 0 lU
3, Old decedent own an "In trusl for" or payable upon dealh bank accOllllt or security
al his or her dealh? ..'''''''' ,'..",..,..", ...., ..'........,............,......,......,,,'.... [J [J
4, Old decedenl own an Individual retlremenl accounl, annuity, or olher non.probate property?.... 0 RJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS VES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
- ...d _ ,- -L.lo---.....'..-
72 P,S, ~9118 (a) (1,1) (i) provided for the reduclion ofthe lax rate Imposed on the net value of Iransfers 10 or for the ~Ise ofthe
surviving spouse from 6% 10 3% for dales of daath on or after July 1. 1994 and before January 1, '\995,
72 P.S, ~911G (a) (1,1) (il) provided for Ihe reduclion of the rale Imposed on the net value oftranslers to or for the use of the surviving
spouse from 3% 10 D% for dates of dealh on or after January 1,1995, The stalute QQ.'l!l noL~QJ a Iransfer to a surviving spousa
from tax, and Ihe slallllory requirements for disclosure of assels and filing a lax relurn are sllll applicable even If the surviving spouse
Is Ihe only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARV 1, 1995. Please answer the following question by placing an "x" In Ihe
appropriale splice,
Old the decedent create a trust or similar arrangament which Is solely for the surviving spouse's benefit for his or her entire
lifetime? Yoe 0 No []
if you enswered yes 10 the above question, Ihe lax on tile Irust or similar arrangemenl is poslponed lmtillhe death of the second
spouse, at which lime iI will be fully lax able atlhe rale(s) applicabie 10 the remainder beneficiary(ies), Enl~r tile value of the trust on
Schedule J. Part II, in ordella remove It from the calculation of the lax due in tills eslale. Vou may wish 10 file SctledlJle 0 In order to
make the elecllon available under Section 9113. If the eiection Is made, the trust or similar arrangement Is taxed In tile estate of Ihe
first decedent spouse, the portion of Ihe trust or Similar arrangement which benefits 1I1e surviving spouse is laxed atlhe zero tax rote,
and the remainder is laxed althe rate(s) applicable 10 Ihe remainder beneficlary(ies). If you choose to make Ihe elecllon, you must
attach Schedule 0 to a IImely-filed lax relurn, along wilh Schedule(s) K and/or M in oreler 10 show the apportionment of the trust or
similar arrangemenl betwoen Ihe surviving spouse ami the remainder bsnelicinry(ies)
PAGE 11I2 HUD DISCLOSURE/SETTLEMENT STATEMENT
PAID BY
BORROWER
PAID BY
SELLER
- --
700 TOTAL REAL TOR'S COMMISSION 6600.00
-
701 UIllng Agency: . Ebener & Alloeletel 3325.00 --
702 Selling Agency: Century 21 Breneman 3275,00 -
703 Com million paid et IIttlemenl
800 ITEMS PAYABLE IN CONNECTION WITH LOAN
801 Loan OriglnaUon lee KeYltone Flnanclel Mortgage Corp, POC (680,00)
602 Loen Dlleount KeYltone Flnlnelal Mortgagl Corp, 1760.00
603 APWelul Fee Larrv E. Feote POC 347,60 -72.60
-
604 Credit Repert Credit Bureau 01 Greater Hbg, POC 42,40
805 Lender'l InlpecUon lee .
606 Mortgagelnlurence appllcatlen lee
~07 AllumpUon I..
6011 Tax Service Fee
-
60g Lender AdmlnlstraUon lee:
~vernlght Mall Charges: tor Package 10,00 f---
gOO ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE
gOl Interestlrem 31-Jul-95 to 01-Aug-95 17.11 --
1102 Mortgage Inlurance -
1103 Hezerd Inlurance POC
904111115-116 School Iaxes: Oarlane L. Moyer 1291.92
1000 RESERVES DEPOSITED WITH LENDER
Eterowl collected: I mos, due: X $ per mo.:
1001 Hazard Insurance 2 21.08 42.16
1002 Mortgage InsurancCl 0 0.00 0,00
-
1003 County/Local taxes 7 4g.71 347.97
1004 School taxes 2 109.116 21g,II2
1005 Aggregate Adjustment (Starting Balance $541.96) -66.09
1100 TITLE CHARGES
1101 Settlement or clollng lee:
1102 Abltract or flUe lureh:
.
1103 TWe examlnaUon:
1104 TWelnlurance binder:
1105 Document preparaUon: KeYltone Financial Mortgage Cerp. 345,00
....
11 06 No~ry leol: Cash 6.00
1107 Attorney's leu: William Daniell, Esq, 250.00
-
(Includel above Item numbers):
1108 T1Ue Inluranee: FIDELITY NATIONAL TITLE 800.00
.
(Includenbove Item numberl):1101-1104 -
11 Og Owner'l coverage - $110,000,00
1110 Lender'l eave rage $88,000,00
1111 Dllbursementlee
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES
1201 Deed 12,00 Mortgage --
16.00 28,00
--
1202 Releese Alllanment 0,00 0,00
,0
1202 County/Lecal tran,'er tax (1 %) 1100,00
1203 Pa, State trenller tax (1 %) 1100,00
1300 ADDITIONAL SETTLEMENT CHARGES
1301 Radon teltlng: -
1302 Pelt Inlpeetlon: POC
1303 Water & Sewer Meter Raadlng: Boreugh 01 Carllsla '1000 10.00
1304 aepUc te.tlng: ---
- ., .
1<\00 TOTAL SETTLEMENT CHARGES: 5827.~ 7\160.00
(alia entered.on line 103 lor Borrower; line 502 tor Seller)
COMMONWJlALTJl OF PENNSYLVANIA
lNI1ERlTANCE TAX JlETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF
Cbarlet E. LeMo""
FlLE NUMBER
2194-0649
Joint tenanl(s):
NAME
A, Pauline s, LeMolIe
ADDRESS
RELATIONSHIP TO DECEDENT
808 Gobin OriVQ
c.r1lslc, PA 17013
Mother
8.
C.
.
Jolnlly-ownod property:
ITEM LIlmR DATE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
NO, fOR MADE OF ASSET '/oINT. DECEDENT'S INTEREST
JOINT JOINT
TENANT
-
I. A 1U1m Farmer's Trust Co, Acel #126012 S9,439,S8 ~O% $4,719.69
,
I
.
, ,
, ,
.
, ,
,
"
" .. "
, "
.. ' '
" I, ,
I
,
, ' , I
I
, .' .
. . "
. "
, ,
. , "
"
,
,
TOTAL (Also enter on no 6 RccanllulatlOll \ $4 719,69
(lfmore spac, Is need,d, Insert a d1l/onat She,'s-iifsam, J II,)
COMMONWEALTII OF PENNSVLV ANIA
INHERITANcE TAX RETURN
lll!.81bENT bl!CEllENT
. SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATM COSTS AND
MISCELLANEOUS EXPltNSES
ESTATE OF
Chlrlet E, LeMotft
ITEM
NUMBER
A-
I.
2.
3,
4,
"
B.
I.
2,
3.
4.
C.
I.
2,
3,
4,
"
6,
DESCRIPTIONS
Funeral Elpenle.:
Ewing Brotllon Funeral Homo
Westminster Cemetaly, Scroll
Reverend K. Hoke, Services
Funeral LWlcheon
Patriot News, Ol>ltU8l)'
.
Admlol'lrlllve CO.111
Personal Representative Commissions
Social Securily Number of Personal Representative:
Year Commissions Paid:
AUomcy Fees: Humer & Daniels
Family Exemptions
Claimant: Pauline S. LeMaltv RcIatlanshlp: Mother
Addrcu of Clolmantlll ~t's death
Slreel Address: 808 Gobin Drive
Clly: Carlisle Slate: PA Zip: 170JJ
Probele Fees: Register (If Wills
MIKelllneaus Elpensc.
Short Certificates
, Cumberland Law Journal. Adverlislng LeUen
The Sentinel, Advertising Letten of AdmInislration
George Ebner, Associates, AppraJsaI Real Estate
FIling Fees
Reserve for closing lhc esta\c
. '.',1.. ,.'....1......",.
\,
FILE NUMBU
2194'()649
VALUE AT DATE
OFDEATH
4,849,00
87,'0
~O,OO
118,60
3,00
4,34~.00 .
2,000,00
120,00
,
6,00
40,00
72,20
200,00
2',00
100,00
12,041.30
"".<.
IXJ t;':.(
", I'!
'\ ", f.,
[" ,-.,
I I
.-
M
";j
"
I' .', .J
(, ' , I~' I:
-11111 1\ t58
[1'': '
-..111.
HIIT1C<<.
'0 'ul,lll lho '...1'....1. 0' l.ollon 11\1 01 lho Inho,llono. ond E.I.I. ,.. Aol. Aol II 01 1"1, 172 P,I.
IIollon 11111,
PA_II
11I1.... lho I"" ",'lion 0' Ihl. Noll.. _ ....11 .I\h vou"._1 10 lho Rotlolor 0' WIlIt prlnltel on lho
rlYt'" ,._,
.. HoII. ohotII ., ....v o,do, "volll. IOJ IIUIIII... WIlLI, AOI!N' ,
All "'_I. 'H.I,teI 011.11 'Irol be .....IIM '0 ..v Int,,"1 ""1011 OIV be dllt, .Ith ..v ,_Indo' .....1Ite1 '0 lho tox,
.,lM etlll A ,.,. of . '1M arMat. whlth .,11 not '.....tld on thl t'M return, ..y be ,..,.,tld bv oapl,Unt In "AppllC11t1on
lor ..,.... 0' PtM.vl,..,I. 11"'"'11.... _ h'.,. I.." IIIIY-lIl11. AppUoollon. or. ...1111I1. .llho Olfl.. 01
thl b...'.' If WILli, In., a' thl II "'venue Dlltr"t OUIo" or by 01111,.. thl 1PM1,1 24"hour InlWlrlng ..rv101
~r, f,r 'or.. order.ntl In Penn'Vlvln" 1.......1-1010, outlldl Pennlvlv",t, Ind Nlthln lD011
Iltrrltllu'l or.. 11I11 II'-IIM. lOot 11111 m-uII 11t1l,1.. 1..I,teI Onlvl,
oeACTlOHII Any ,.,tv In Int.'II' nat II,h'l... with thl ..."h...,t, 11Iow.nal ar dl..lIOWtnn of deduoUonl or ........"t
tI' tIN ( Inth.lnt dl....,t ar 'nt.,..,. II Ihown on thh MeUo. "V DbJlQt within I1xtv (60) dlVI of flM!,. of
Ihlo Noll.. bV'
.""l'I"", ,ro'..' hi 'M fl. Pettlr'...,' a' "IVIfUl, laird 0' App.II., Dept. 211021, H.trllbura, PA 17121"1021, OR
--'.HUnt '0 hev. 'he ..U., liller.lnN ,,' 'he IUdU of the ICCoun' 0' 'hi pltlOMl r...r..ent.tlv., OR
R' ......1 'I 'hi Dr...,.".' tour'
4,"IN-
IIIIA 11 VI
, ~CUDNII "..1U11 .rrtr, dIMIy,r'" on 'hll .....NMn, mould be eddrtlNCt In NrIU". tOI PA Dep.r,...,t 0' RIVInUII,
au,... .1 I~I,I"'I ,...., A"W. Po.1 A........I ..'1.. unll. DEPT. 210'01, HI"IIbu,.. PA 17111-0'01
PnIM 111" ,.,.,,,.. aN Pili I of 'hII bookl,t ''In.'ruoUonl for Inhlrlt.-,ol Tu Rlturn for I Rllldent
Dtttdln,,, (I.V.UIU f.r If'I IIl..IIMUon af 1tdI''1h'"UvllV Gorr_tlall .rror..
DJIC01.nl If tnY 'I" ..... II ..... ..Uhln 'hr" el) tIIlenOlr Hntht liter the decedent'l dI.'h, . flw Plrcent (IX)
dlll....1 of lho h. poldl. .11_,
INTPrIl. Inll,"1 I. llho'oM ....Innlnt .lIh 11"1 doV 01 dollr......v. 0' nine (91 _tIl. ond "'" III doV
'r.. thl ..,. of ....th, " tM dI'. of "'PInt. TI,.II wh.ch bM_ dell,...,t blfor. ....rv 1, 191'
bur Int,,"t ., the ntl 0' .11I' Uk>> ...ro,"' Plr IMUI caJcullt.. It . dllh rat. of .000164,
All tl..1I Mhl,," bin.. "ll~t on or ."., J.nuery I, \9IZ NIlI bltr Intlrllt It . r.tlll which wlU vary ft.
OIleMI' VHr to fllendlr velr '11th tM' nt. IMOUnoId by thl PA DeplttHnt of Aevenue. The ."lIc1b11
In'.rl.t r,t.. for I'" thrOUlh I'" Irll
'tile Int.r..t ..t. ntH" Int.rut Fllirltllr
\Dr
~JiI1I D.l1v Int.r..t Fllirltor
1111
I'"
I'"
I'"
II"
u Inl,,"'
IU
16X
IIX
IIi
lai
.. Gllcul.teel I'
.001247
,000301
,000147
.000192
,000147
,011"1
,011\11
,linn
.00nM
,01Om
,allCMlII
I'"
I'N"'''I
1"'
1"5-1994
1"1
9X
II~
'X
7lC
ox
INTllII! . IALAHtI OF !AX UHPAID X HUKIll OF DAVI DILIHQUBHt X DAILV IHTERBlr FAcral
"Anv Noll.. ........ .ltor tho II. boo_. doll_1 0111 rollHt on lnl.ml oo'cul.Uon to 1111_ 1111 dovo
NVIM ,he dlt. " the ..H.....,'. If ~t II ... IU.r the Interllt OOIPUutlon eIIt. thoNn on the
...".., .....1t~1M1 Intlt..' "'., be Htoullted.
In
". " ',(
,-, Ifl ,. ,1\.'
i>
Cr'
.,
rT'
,~
., '_1 ""
1110 <l> Ii
0:' 1" UC5
PAVICH I ,
b"tth thl to, PlIrtlbn II' thh Hallo. and tub.it with your ply..nt ..d, PIVlbl. to the n... and'dd""
"I"t.d un thl r.~.,.. ,Ide.
If WnllllHI btCl:DlHI ..... .hlO' or .on" ord.r .,,,bl. to, REGISTER OF WILLS, AGENT,
If I<<JH'PlllIlfHI lIICUltH! .... .h.ok or .on.. ordor .oyob1. tOl COHHONWEAlTH OF PENNSYLVANIA,
..,u..u It''ll " rI'UfMf of . till arllllt, which.... not "quII'.d on thl Tile R.turn, ..v b, rlqul.ted by cOlplttlnllan
"A"Uutlnn far "'hMd 0' P,nnl"lvanJ. Inherlt.ncI Ind E,teh talC" (AEV-UI3J. APPllc.tlon. ar. IvaUabl. .t
thl Offln a' thl "..IIt1t of Willi, ,ny of th, Zl RIVlnUI Ollttlct O,flcl' or 'rD. th. Depart'.nt" Z4~hour
an,wlth" ..rvllll nlltlb.r. 'or 'arlll ord,rlngl In Plnn.vlvanl_ 1-100-362-2050, ouhJd. Pann.vlv.nll
In't Nltllln loul II." Ithur, "" (717) 1.7.a09~, TODI (711) 172-2252 (H..rlng Iepalr,d only),
R.PlV 101 Chllltl..." ",IHd'", ,rrort can'lln.d on 'hh noUCI .hould bl addr....d tal PA O,part..nt of R'VIfIUI, BurllU
.f . I'HII II 1.,.1 h,.., '''HI POlt ........"t Rlvilw Unit, Olpt, Z80601, Hard'burD, PA 17121-0601, phon,
11111 ""Un,
DIICIMJlf I
If In., t'w du. II plld within thr.. IS) o.hndar ,onth. Ift.r th. d.c.dlnt', dllth, I fiv. percent U~) dlsoount
.f the 'I" plld II IlloWld,
"~'l IV I
If" ,,~ 'I. HMlh non"p.rUoIPIUon r.nllty It ooltflut.d on the total of the ttIC Ind Intlrut .......d, and not
,.Ijd b.fore JlnUlrv I', "", the flrlt dlY ,ft,r thl Ind of the taK 8l1tlllty Plrlod,
IHIIIIIII'
Int""t It ch.r,ed b.,lm'n, with flrlt day of dellnqulncy, or nine (9) lonthl ,nd on. 0) dt., frol thl date of
dllth, to thl d.t. 0' ply..nt, r'KII which b.olle dlUnqlllnt bl'ore JanulrY I, 1912 bllr Intlrllt at the rete of
II. ('~) p.rcent per tnnVl o,leultt'd at I dally rltl 0' .000164, All taKe. which bloa.. dlllnquent on .nd .ft.r
Jlnulry I, 1'" will bllr Interllt at . rltl which will vary frol clllnclar Yllr to Clllndar Yllr with th.t rltl
tnnOUftold by thl PA O'Plrt..nt 0' RlVlnue, The tpplicabll Int'r..t rat.. 'or 191Z through lq91 .r'l
VII' Int.rllt Rtte DallY Int.r..t Factor Vlar Intlnlt Rat. Dally Intlr..t Factor
IUI IU . ODOS~8 1981 9% ,0002~7
1981 16% ,000~18 1988-1991 I1X ,000101
1..4 11% ,000101 1991 9% ,0002~7
1911 Il% .000356 1991.1994 7% ,0001'2
19.. 10% ,00027~ 1995-1997 9% ,000247
..Int.rllt 11 allcul,t.d In folloWl1
INTERElT . BALANCE OF TAX UNPAID X NU"BER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
.-Anv NotlCI illutd .ft.r the tu bOCOIIII delinquent wll1 refhct an In'.rllt cllculaUon to flft.en (1S) din
"yond the dlt. 0' thl ........nt. If PIYNnt II 11M Ifhr th, Int,,"t c~uhtlon de" lheMIn on the
Notlc., .ckf1tlon,1 Int.rllt Wit be cllcullttd,
/'J,,;).d,.5 ~.5
IUfiEAU OF INDIVIDUAL TAMES
INHERITANCE TAK DIYISION
IlEPT, 110601
HARRISIURD. PA 1711'-0601
COHHONWEALTH OF PENNSVLVA"IA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAM
APPRAISEHENT. ALLOWAHCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
08-30-1999
LEMOTTE
06-19-1994
21 94-0649
CUMBERLAND
101
!==_~~OU~Jl!Mlttad _j
HAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
iii!Wi547-iX""AFpuio'f:99T"iioYiciuoii-INiliiiifiiifci!-YAx-iijijiR'A-isEj.fE'ii'r;-ALl"ciiiAi(CE-oli-u-m-------.,--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES E FILE NO. 21 94-0649 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
APPROVED DEDUCTIONS AND EXEMPTIONSI
12.041. 30
9. Funaral E.pan.a./Ado, Co.t./HI.o, E.pon.o. (Sohodulo H) (9)
10, Dabto/Hortg_ Llobllltlo./Llon. ISohodulo I) 110) 6.318,84
11, Totol Daduction. (11)
12, Hat Volue of To. Roturn 112) -
IS. Chorltoblo/GoYornM~tol Boquo.t'l Non-olaotod 911S Tru.t. ISohodulo J) (lS) _____
14. Hat Volue of E.toto Subjoot to To. (14)
NOTEI If.n ........nt w.s illued pr.viou.1y, 1ine8 14, 15 end/or 16, 17 .nd 18 will
ref1.ot figur.. that include the tot.1 of ~ returns a..e..ed to date.
ASSESSMENT OF TAXI
1&, Aoount of Llna 14 ot Spou.ol roto 11&)
16, Aoount of Line 14 t...blo ot Llneol/Clo.. A rot. (16)
17, Aoount of Llno 14 to.oblo ot Coll.torol/Cl... B rota 1171
la. Prlnclpol To. Duo
TAX CREDITS I
PAYHENT
DATE
09-19-1994
06-02-1998
WILLIAM S DANIELS
SUITE 205
ONE W HIGH ST
CARLISLE
PA 17013
ESTATE OF LEMOTTE
TAM RETURN WAS I I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTERF.ST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, Raol E.toto I Sohadulo A)
2. Stook. and Bond. ISoh.dulo B)
S. Clo.oly Hold Stook/P.rtner.hlp Intoro.t (Sohodulo Cl
4. Hortgage./Hot.. Roool.obla ISohedula D)
&. r.o.h/Bonk Dapo.lt./HI.o, par.onol Proporty (Soh.dulo E)
6. Jointly Owned Proporty (Sohedulo f)
7. Tran.for. ISohedulo G)
a, Tot.l A..ot.
RECEIPT
HUHI2R
""912958
AA270153
I
DISCOUNT I +l
INTEREST/PEN PAID (-)
136-:84
138,62-
( ) CHANGED
III
121
IS)
(4)
(&)
(6)
C7l
36 .666~
,00
,00
,00
30.575,90
4.719 , 69
.00
la)
c...
'*
,00 M ,00.
53.602.12 M ,06.
,00 M .15.
llal
ANOUNT PAID
'2.600.00
617,91
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
UW.ll41 nil' 11/-."
CHARLES
E
DATE 08-30-1999
NOTE. To In.uro proper
credit to your acoount,
'UbMlt the uppor portion
of thl. forM with your
to. poy..nt,
71.962,26
18.360 14
53,602,12
,00
53.602712
.00
3.216,13
,00
3,216,13
3,216,13
.00
,01
,01
N IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AD A "COEDIT" ICR), YOU HAY DE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
, ,
C/i
.". / >"
Name of Decedent I L /)///.~' I C
oate of Deathl (;-Iqjl~
Will No.
STATUS REfQRT UNDER RULE6.q
-:: t,;" dh;' 7;i~
Admin, No. /r)<)r. <ie y l'
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 estatel
I. State wh~ther administration of the estate is completel
Yes.~ No_____
2. If the answer Is No, state when the personal
representative reasonably believes that the administration will be
cOJ1lpletel
3. If the answer to No, I is Yes, state the followingl
a, Did the personal representative file a final
account with the Court? Yes No~_.
b. The separate Orphans' Court No. (i t any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties In interest? YesL_ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounls may be filed with the
Cerk of the Orphans' Court and may be" aur,! to thi,S r.eport.
Datel tf. ,/(., ~'Y' ;f//L/c-~,>~._'(""
Signature--
(>.r '/?9/r/L;~( )
Name (Please type or print)
./' (~" /J,tY )l', S)i:. ~5"-'
Address (,Hh',~~4 l'-9r',cI5
(
( 111) l- '13 -.JP N
Te 1. No,
. .,1
, .
..'
',) C ~
CapacilYI
Personal Representative
V/ Counsel for personal
representative
(HAHI rmt/AMJ)