HomeMy WebLinkAbout94-00668
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COMMCNWEALTHOF PENNSYLVANIA. DEPARTMENT OF HEALTH. "IITALRECORDS
CERTIFICATE OF DEATH
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WI L L
I, JEANNETTE E, TODD, of Corllslo, Cumberlond County, Pennsylvanlo,
mal<o this my will and revoko any wills or codicils tow Ills by me heretofore made.
I. I glvo, dovlse and bequeath such Itom or Itoms of tanglblo personal
property, as are descrlbed with reasonable certaInty, In a separate writing respec-
tlvoly, unto thoso persom whose nomes are set next to each Item or group of items,
Sold wrltlng shall be In oKlstence at tho tlme of my doath, shall be signed by me ond
shall accompany this wIll.
2. I glvo my linens, crochet work, and chIna dIshes to my daughters,
Jeonnette E, Lustlck ond Elizabeth M. DIetrIch, or survivor. Jeannette E, Lustlck
shall make the dIvision between them, If both of them predecease me, I gIve the same
to my grandchild, Linda S. Hall.
3, I give, devise ond bequeath the remainder of my estote to my children In
equal shares. They are: 0-
Robert C. Todd, Jr., currently of 153 Marlon Avenup McMurray, Q, [. .,,7,
Pennsylvanlo, 15317 (J
Jeonnette E, Lustlck, currently of 201 Meadow Boulevard, Carlisle,
PennsylvanIa, 17013
Elizabeth Todd Dietrich, currently of 125 McGrath St., S.W., Port
Charlotte, Florida, 33952.
4, I dIrect that all taxes that may be assessed In consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid by my personal
representative os an expense of the administratIon of my estate,
5. If at my death I am the joint owner or CO-.lwner of any real estate, bank
account, bond or other Instrument of indebtedness which is held or registered in my nome
and that of anothor person as tenants by the entirety or as lolnt tenants with the rlght
of survivorship, I givo, devIse and bequeath all of my right, tItlo and interest in and to
ony such property to tho surviving n~med joint owner or co-owner. I understand thot my
right, title ond Interest in such property will poss to tho surviving loint tenant or co-owner
by operation of low upon my death, Nevertheless, I mako this provision to oliminote any
doubt or question as to the right of the survivIng joInt owner or co-owner.
6. I nominate and oppoint my children, Robert C. Todd, Jr., and Joannette E.
Lustlck, to serve as Personal Repre<;entotives of thIs my Last WIll and Testament. In
the event, howover, that both should predeceose me or be unablo to servo for any reason,
then In tha~ event, I nominate and oppolnt Elizabeth Todd Dietrich to serve as Substituto
Personal Ropresentative In their placo ond stood, It is my wish and I hereby direct that
my Personal Representative or Substltuto Personal Represontative sholl not ba required to
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21 - 94 - 668
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing ;Ilness to the will presented herewltly( ach) being duly qusllfled according to
I,aw, depose(s) and say(s) that /" present and saw
"-
the testat , sign the same and that signed as a wltaess atthe
request of testa' la " prese e and-(In the presence of each other) (in the presence of the
other subscribing wltness(es)). ~.
Sworn to or affirmed and scribed before ~-
me this day of
19_
~~
(Address) ~
""'-
(Name)
Regls/er
(Address)
REGISTER OF WILLS OF ClMBERLI\ND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
OOGER B. IRWIN and FRRRfY"A. R, 1lUGIlES
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
THF.Y ARE famlllar with the signalUre of JEA.NNEl'l'E E. TODD
tllMIciI
will
testat...J:ilL. of
that THEY
presented herewith and
codicil
bellev., the signature on the will is In the haadwrltlng of
) the
JEANNmTE E. '!ODD
to the best of 'Mw.TR
knowledge and belief.
o c6L,
Sworn to or affirmed
me this
d subscribed before
day of
R:lGER B. (Name)
60 WEST sr. C1\RLISLE, PA. 17013
~<;;~04
60 WEST~~~!& FA 17013
(Address)
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RECEIVED FROM,
a
m
AMOUNT
IRWIN ROGER D EUQ
60 W POHFRET ST
101
.16,02(1.89
CARLISLE
PA 17013
ESTATE INFORMATION,
~ I M R
~ el-1994-0668
et M DC T
~ TODD JEANNETTE E
110 AM
m TMA A
SSN 177-P.6-4546
I MI
o NTY
CUMBERLAND
A A
REMARKS
m TOTAL AMOUNT PAID
..16,B20.89
S8
MARCUA A. MC KNIGHT III, ESQ.
SEAL
CHECt<tI 8:i7:5
I . _'
RECE'VEDBy'~II.'",,(, L-,";,:;.,I 'J
I". !' =11Cr<Alu,l' r ~ ,
MARY c. LEWIS/J~:'_~.-::"I.:.J.:'lJj;!1I,
REBISTER OF WILLS' I U .
AeplCtc.es 1'1\'113108'
REGISTER OF WillS
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SOCIAL S[CURITYNUUBER
177-26.4546
X 1. Original Relurn
04.
[]] 6.
04e.
07.
Future Int,r.st Compromise
(lor dates 01 d.ath .ft.. 12-12-821
D.cedent Maintained a Living Trusl
(Attach a copy 01 Trust)
llmi1.d Eslate
O.ced.nt Died Teslat.
(Attach copy 01 W,lI)
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S NATURE OF PREPARERO
i.. '
, ll'~4 1\ cL.
COP'fllght Ie) 1891 fOf 101lllWal. onll Cente, Piece Sollwafe, Inc.
'7
,
,-
fOR DA'Esar DEATHA.fTER Un1l"CHECItHEhE
IF A SPOUSAL 0
POVERTY CREDITlSCLAlMED '.. .
FilE NUMBER
21-94.668
YEAR
Count
CUMBERLAND
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNlYCOOE
OECEDENT'fi NAME (LAST, fiRST. AND MIDDLE INITIAl) DECEDENT'S COMPLETE ADDRESS
TODD JEANNE'ITE E 561 "E" STREET
CARLISLE, PA
NUI.lBER
05.
3. Remainder Relurn
liar dalts 01 d.alh prior to 12-13,82)
Fed.ral Estat. Tax
Return Requk.d
B. Tolal Number 0' Sal. Deposk Bo,es
(6)
I7l
None
None
C P loLL CORRESPONDENCE ,.ND CONFIDENTI,.L 11.)( INFORM,.TION SHOULD BE DIRECTED TO. n
o 0 NAME COMPLETEUAlLlNQADDRESS
R ~ ROGER B. IRIIIN IRIIIN,McKNIGfIT 6. HUGHES
5 N TELEPHONE NU....ER 60 IIEST POMFRET STREET
T 717-249-2353 CARLISLE PA 17013
1. Rill Esta" (Schedule A) (I) 85 , 500.00
2. Stocks and Bonds (Schedule B) (2) None
3. CIoStIy Held SlocklPattnershlp Int..esl (Schedule C) (3) None
4. Mottg.ge. and Notes Receivable (Schedute Dl (4) None
5. Cash. Bank Deposks 8. Miscellan.ous Personal Properly (5) 26B , 243.29
(Schedule E)
B. Jointly Owned Prop.rly (Schedul. F)
7. Transf... (Schedula G) (Schedule L)
8. Total Gross Anets hotallinos 1-7)
8. Funeral Expenses, Administratlve Costs, Miscellan.ous
Expenses (Schedule H)
10. D.bts. Mottgag. llabilkits. Llens(Schedulell
11. Tolal Deductions (lotallines 9 & 10)
12. Nel Value or Eslale (line 8 minus line 11)
13. Charitable and Governmental Bequests (Sche':fule J)
14. NIl Value Sub ect to Tax (line 12 minus line 13)
15. Amount of line 14 taxable at 6'1, rale
(Include values from Schedule K or SchedL'le M,)
16. Amount 0' lino 14tallable at 15'/, rale
(Include values from Schedule K or Schedule M,)
17. Principal tax due (Add tal( from lln. 15 Bnd from line 16.)
18.Credns/Sp Poverty Prior Payments Discount
0.00_ 0.00 _ 885.31
19. If hne 181s grealer than line 17. enler the diNerenee on line 19. This Is the OVERPAYMENT.
lTI D ICheck he,. If you ate 'Ique.tlng . r.rund of your overpayment. I
20. If line 171s grealer than lino 18. enler the difference on ~ne 20. This ISlhe TAX DUE.
A. Enler the Inlolest on th. balance due on line 20A.
O. Enter Ihe tolal of hne 20 and 20A on hne 20B. This Is the O,.l,.NCE DUE.
Make Check Pa able to: Re 1ster 01 Wills. A ent
i .. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH " " '
Und.r peNiIUea 01 pe'jury.. de,ll'elh.11 heye .I.mlned thl. ,ellMn.lncludlng attomp'nylng schedul...oo 1IIIementa, and 10 the best 01 my knowlfilg. Ind belli', 1111 true,
correct Ind compl.le. declAre th.IIU ".Ieslll. hIS been reponed Illtue mllkel vllue. O.d.rallon 01 pr'p'''r olher Ihln the persoNI ,.prnenllIlYl II tNiMd on .lIlnfortl\lUon 01
which pllpotter hll'ny knowledge.
S NATURE OF PEnSON RESPONSIBl E FOR FILIND RETURN ADDRESS
JEANlitm. \l. J.V:lJ:\(:\{_ _... _. _ _ _ _... _..... _. _ _ _ _ _ _ _..
201 MEADOII BLVD
CARLisLE-- "Pi..'- -i70i"j"" -- .... -- - - - "-- -..-. -.-----
~OORESS ROGER B IRWIN
IRIIIN,McKNIGHT 6. HUGHES
6i:i "WEST' POMFRET "STREET ..-. -...... - - -... - -.----.
CARLis'LE:' -Pi... 'i70i"j" - - - -. - -.. - - on -. -- - - - -- -...
(8)
(9)
50 ,414.21
(10)
8,225.66
(11)
(12)
(13)
(14)
,.06 :
(15)
295,103.42
(16)
0.00 X.IS:
(17)
Interest
0.00
(18)
(19)
(20)
(20A)
(20B)
, ~l'j .
. "
353,743.29
58,639.87
295,103.42
None
295 ,103 .42
17,706.21
0.00
17,706.21
885.31
0.00
16 ,820. 89
0.00
16,820.89
DATE
10-21-94
DATE
10-21-94
FOfm1500 tR.....11..')
Estate of: JEANNETTE E TODD SSO 177-26.4546 07/22/1994
CONTINUATION SCHEDULE
Continustion of Schedule E
ITEM
{J
DESCRIPTION
VALUE AT DATE
OF DEATH
10 MERIDIAN BANK CD (! 309 409 70.13
5035 INTEREST AS OF DATE OF
DEA TII
11 JEllLERY BOX ($5.00) 2 10B.00
DRAWERS COSTUME JEWELRY
($5.00) 1 E STAR PIN($2.00)
1 ENGAGEMENT RING & BAND
14kt ($45.00)1 ELGIN WATCH
LADY'S WHITE GOLD FIllED & 1
BOLOVA WATCH 10kt GOLD
PLATED W/ E. STAR PIN 1/20
12kt ($5.00 EACH) 11 COSTUME
NECKLACES ($10.00)
12 PERSONAL PROPERTY APPRAISED 2,215.00
VALUE AS OF DATE OF DEATH
13 PNC BANK CD U 049 102 363 10.36
6100 INTEREST AS OF DEATII
14 PNC BANK - CDn 049 102 10,000.00
3636000 OPENED 07-16-BO IN
TIlE DECEDENT'S NAME AJ.ONE.
DATE OF DEATH BALANCE
15 PNC BANK . CD 0 049 102 10,000.00
3636100 OPENED 07-16.94 IN
THE DECEDENT'S NAME ALONE.
DATE OF DEATH BALANCE
16 PNC BANK CD 0 049 102 363 10.36
6000 INTEREST AS OF DATE OF
OEATII
17 REAL ESTATE SETTLEMENT - 734.17
COUNTY REAL ESTATE TAX
REFUND ($100.59) SCHOOL TAX
REFUND($633.5B)
IB T V CABLE OF CARLISLE - ACCT 1.55
50-01-0000531-4 REFUND
---.........--
Estate of: JEANNETTE E TODD SSO 177-26-4546 07/22/1994
CONTINUATION SCHEDULE
Continuation of Schedule H-C
ITFJoI
{}
DESCRIPTION
AMOUNT
5 FRANK PO'ITEIGER - PERSONAL 45.00
PROPERTY APPRAISAL
6 ROGER B IRWIN . NOTARY FEE 24.00
7 PATRICIA A ROSENDALE, CPA . 275.00
1994 PA & FEDERAL TAX
PREPARATION FEE AND
FIDUCIARY TAX PREPARATION
FEE
8 TIlE SENTINEL . ADVERTISE 65.48
LETTERS TESTAMENTARY
.........-.....
409.48
REV. "lib:. 110.16)
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
COlltl.'Il\1fbWA\,g,wnrAN'.
ESTATE OF
FILE NUMBER
21-94-668
JEANNETTE E TODD SSO 177-26-4546 07/22/1994
ITEM
NUMBER
1
10
11
12
13
14
DESCRIPTION
BOROUGH OF CARLISLE . ACCT 0
00000356
AMOUNT
30.76
2
CARLISLE PEST CONTROL -
INSPECTION FEE
35.00
3
ERIC N HENCH - CARPET REPAIR
20.00
133.43
4
E'lTINGER' S WAU. & FLOOR -
REPAIRS
5
Farmers Trust Company,
CHECKING ACCT 0 6-28603
SOCIAL SECURITY CHECK
RETURNED AFTER DATE OF DEATH
427.00
6
JONES PLUMBING, INC. . LEAK
REPAIRED
MCI . ACCT 2J839327
MCI . ACCT 0 2J839327
BLACKSMITH ASSOCIATES ACCT 0
102503JET
P P & L - ACCT 0 5217361051
P P & L ACCT 0 5217361051
P P & L - ACCT 521 7361 050
REAL ESTATE SETTLEMENT COSTS
1~ TRANSFER TAX ($855.00)
CARLISLE BOROUGH WATER/SEWER
($21.01) JACK GAUGHEN
REALTOR'S COMMISSIONS
($5,130.00)
DARLENE L MOYER - ACCT
06-19-1643-162 - 1994 REAL
ESTATE TAX
38.00
7
8
9
15.52
5.98
12.74
24.13
36.81
30.71
6,006.01
832.56
(see continuation schedule attachert)
Total of Continuation Schodu1e(s)
577.01
TOTAL (Also .nlll on Uno 10. Reca kulalion)
(II mort speceis ne.d.d,lnsen addkionAl shttts olu_ slu.)
CopyrSghl (c) ,", form aotlw". only Cenl., Plte:. SOflw".,Inc.
I 8 225.66
form 1500 1e_1(...... ,..a)
Estate of: JEANNETTE E TODD ssg 177-26-4546 07/22/1994
CONTINUATION SCHEDULE
Continuation of Schedule I
ITEM
{I
DESCRIPTION
AMOUNT
ftEV - lm'Ex. 11.17)
SCHEDULE J
BENEFICIARIES
COlAtl.mllm4\,~,WhY~NIA
ESTATE OF
FilE NUMBER
21.94.668
JEANNETl'E E TODD
ITEM
NUMBER
ITEM
NUMBER
SS 177.26.4546 07 22 1994
NAME AND "'DDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
RELATIONSHIP
1
.... Ta..ble aequelts:
ELIZABETH M DIETRICH
4035 CENTER POINTE PLACE
SARASOTA. FL 34233
JEANNE'I'I'E E LUSTICK
201 MEADOII BLVD
CARLISLE. PA 17013
ROBERT C TODD JR
123 CROUSE COURT
VENETIA. PA 15367
LINDA S DIETRICH
4035 CENTER POINTE PLACE
SARASOTA. FLORIDA 34233
GRANDAUGHT CEDAR CHEST,
DIAMOND RING,
JEIIEL BOX & CONTENT:
DAUGHTER LINENS. CROCHET
WORK. CHINA DISHES
& 1/3 RESIDUAL
2
DAUGHTER LINENS, CROCHET
WORK. CHINA DISHES
& 1/3 RESIDUAL
SON 1/3 RESIDUAL
3
4
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Goytfnmenlal aaquests:
TOTAL CHARITABLE AND GOVERNMENTAl BEQUESTS (Also ant" on line 13. Reca hulatJonl
(II more lpacals needed. Inson IdditJonAlsha.ts DIu"" II...)
Copyright (t) ,tI, 101m 1011. '.,. onty Cenl., Piece Saftw"., Ire.
s
0.00
FOIm 1500 Schod... J (.......1.17)
c:.
INVDII'ORY
t.tau Drl Jt.AHHmc E TODD
Date al o..thl Jwly ". .,g4
County, CU1IElUHD
.......................................................................
C.,hl
1 FAAKfJ;' TRUST LOCK aox INVDn'ORY . CAIH FDUHD IN ~IOOQ.OD
LOCI( lOll
2 F.....,. Trull CWo....n" CD , 1 A67690 . DrOll>> 20,000.00
04.11.1' IN nu: DtCEDDIT" NAHE #J.Otlt DATE OF
OtAtH aAUHCE
) Far-ar. Trult C~p.n11 CKECKINC Accr , 1.'1'0) 'I~o..n
O,tHEJI 07.n.n IN nu: DtcEDEHr'1 IWIE A1J:lHt. DATE
or DEATH IALAHCE
. F.....,. Trult. Caap.ny, HONEY HAAK1i Accr , '.66"6 1I0,UI.47
DptHDJ 07.2'." IN THE DtcmEHt'. NAHE ALONE. DATE
OF DEATH aAU.HCE
, F,~'r' Trult C~p.nYt CHECKING Accr , 6.'1'0) 9.')
OrDED 07.:n.I) 1M THE DtclDOO'S NAHE ALDNE
ACCRUED u(raUT AS OF DATE or OtAni
. r.ra.,. TNn CCDpany. HQNtY' HARm ...ccr f)''''" 379.12
INrOtST AS OF DATE OF DEATH
7 '....er. Tnan Co.p.n,. co , 1.1.67690 IMTD.EST AS OF 7.41
DATE or OtAnt
. HDUD1AN lANK . CDI )0940'SOn OPENED OJ.DI.n III )0,000.00
1lI& OtcEDOO'S JWtE IJ.,CWE. DATE or DEATH IAUJfCE
, HDUDIAN IAHK CD , 10' 409 S03S umusr AS or DATE 70.11
Dr DtAnt
10 fMC lANK CD , 049 102 ", 6100 INl'ERUT AS OF DEAtH 10.36
11 PHC aAHX . CDf 049 102 "nooo o,aun 07.16.10 IN 10,000.00
THE DJ:CalDfT'S IWi& ALONE. DATE OF DtAm IAJ.l.HCE
12 PHC lANK . CD . 049 102 "'6100 OP~ED 07.16.94 JI 10,000.00
THt DECalDfT'S NAKE ALONE. DATE OF DEAm &A1IJfCE
11 PHC lANK Q) , 049 102 ", 6000 INl'EREST AS OF DATE 10,36
or OtAnt
14 RtAL ESTATE Strn.DWl1' . COUNTY REAL ESTATE TAX 7)'.17
REFUND (Sl00.!9) SCHOOL TAX REFUNDCS6'!.!I)
U T V WlJ: OF CARLISlJ: . Acct !O.Ol.0000!U.4 atnIIID I.!!
..............
Subtoul 2U,170.29
~'.
I:~\
HI.cellan.cu. per.onal PropertYI
1. CEDAR CHEST APl'RAlIED VALUE AS OF DATE OF DtAm 50.00
17 PEJI,SQWJ. PROPERTY ,,"MUm VALUE AS or PATE OF 2,2U.OO
DtAtH
11 JEVURY lOX (U.OO) 2 DM"tRS COS1\lHt JEVWY 101.00
(t~.OO) 1 E STAR 'IH(U.OO) 1 tNCAcowrr RING'
lAND Ukt ($.s.OO)! F.LCIN "ATCH u.nY'S WITE CDLD
FIUJD , 1 BOI.OVA "AtcH 10kt. COLD ,LATED "I E. STAR
'IN 1/20 Ukt. (U.GO EACH) 11 COS1\lHE HEQ:U.CES
1110.00)
..............
-:~- .<"" Subt.otal 2,'7).00
.
Rutty.
l' RtAL ESTATE !61 "E. mtET. CARLISU, 'A, IORClDI U,!OO.OO
or CARLISLE, tuilERUND COUllrt DUD lOOK 0 YClL n
'ACE 1141
..............
lubtDul IS,SOO,DO
... ..:;.
uU Tot..l Inv.ntory )~,,7U.29
r
"I
t--
~-~
R -1547 EX AFP (OB-94~
COMMONWEALTH Of PENNSYLVANIA
DEPART"EHt Of REVENUE
BUREAU OF INDIVIDUAL 'AMES
DEPI. 1II0lbOl
HARRISBURG, Pi 11Ua.UOI -=
/i I ) (- .- -'/
ACN 101
G
NOTICE OF INNERITANcE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 01-24-95
ESTATE OF FILE NO.
DATE OF DEATH 01-22-94 COUNTY CUMBERLAND
NDTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TNE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE cHECX PAYABLE TO "REOISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
REGI5TER OF WILL5
CUMBERLAf!)(tD COIjRT HOU~
CARLISLE;JIiA 1tJj13 ;U'"
n mn
r: .. J .-.
I ~ ABoun~eBltted'
u ~ .
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS:;' ..... ~ .'
REV:is't,"i"EX-iiW-ioij:94Y"iiiii""icE--OFniNHERii'liNCE"i'-AX-i\ppili\iSEiiiii'r-;-iii.i:owliifcE-b1in----,c:-_m_--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT O~~X "j .. I.'
JEANNETTE E FILE NO.21 94-0668 ACN fill 0'\ DATE -01-24-95
ROGER 8 IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE
PA 11013
ESTATE OF TODD
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. R..I Eat.t. (Schedule A) 11)
2. Stocks end Bondi (Schedule 81 121
3. Clo..ly Held stock/P.rtn.r,hip Inter.1t (Schedul. C) U)
4. Hortaeg.s/Note. Receivabl. (Schedul. OJ (41
S. C..h/Bank Depollts/Hisc. Pe,.lon.l Prop.rt~ (Schedule EI (5)
6. Jointly Owned Property (Schedule FI (6)
7. Trenlf.rl (Schedule G) (7)
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~pen.../Ad.. Co.t./Hi.c. E~p.n... ISchedul. H) (9)
10. Debt./Hortgaga Liabiliti../Lien. ISchedul. I) (10)
U. Total Deduction.
12. Nat Value of Tax Return
13. Charitable/Governnental Sequ..t. ISchedul. J)
14. Nat Value of E.tat. Subjact to Tax
If an assessment was issued previously, lines
roflect figures that include the total of ~
ASSESSMENT OF TAXI
IS. Anount of Lin. 14 .t Spou..l rat. (15)
16. Anount of Lin. 14 t.~.bl. .t Lin..l/Cl.., A rat. (16)
17. Anount of Lin. 14 t.~.bl. at Coll.t.r.l/Cl... 8 r.t. 117)
18. Princip.l Tax Due
NOTE I
TAX CREDITS:
PAYHENT
DATE
10-21-94
RECEIPT
NUH8ER
MM913138
DISCOUNT 1+ I
INTEREST I-I
885.31
I CHANGED
85.500.00
. DO
. DO
.00
268.243.29
.00
.00
181
353.743.29
50.414.21
8.225.66
1111
1121
1131
II~I
1;8.639 87
295.103.42
.00
295.103.42
14, 15 and~or 16, 17 and 18 will
returns assessed to date.
.00 X .03.
295.103.42 x .06.
.00 X .15.
1181
.00
17.706.21
.00
17.706.21
AHOUNT PAID
16.820.89
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
PAVMENT MUST BE MADE BY 04-23-95M.
17,706.20
.01
.00
.01
. IF PAID AFTER DATE INDICATED. SEE REVERSf
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN 11. NO PAYHENT IS REQUIRED.
IF TOTAL DUE 15 REFLECTED AS A "CREDIT" eCR), YOU "AY BE DUE
A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INS,RUcTIONS.1
RESERYATIONI E.tatl' of dlcldl~t. dvlng on or b.forl OecI.blr 12, 1912 -- If env future lnt.r..t In the ..t.te I. tran.f.rred
In pa.....lon or enJav..nt to CI... . Icall.t.r.11 b.n.flcAarl.. of the dlCldlnt Iftlr the I~plratlan of env ..tet. for
llf. or for y.er., the Ca..onw..ath h.r.by ,~pr...ly r...rv.. the right to apPt.I.. .nd ...... tran.f.r Inh.rlt,nc. T.~..
It the Ilwful CII.. . (call.t.rll) rlt. on .ny .uch future lnt.r.st.
PURPOSE OF
NOlICEI To fulfill the requlre..nt. 0' Slctlon ZI"O of thl Inhl,.ltenc. and Est.t. ,.. Act, Act Z2 of 1991. 7Z P.S.
S.ctlan ZUO.
PAYHEHh Dltaeh the top portion of thh Notlcl end sub.1t with your Ply..nt to the R.ght.r of WUIs prlnt.d on the r.v.r.. .ld..
-"Halt. ch.ek or .on.y ard." PIYlbl. tal REGISTER OF MILLS, AGENT
All p.y..nt. rlc.lvad .hlll flr.t b. appllld to .ny Int.r..t which ..y ba due with any r..ftlnd.r appll.d to the ta..
REFUND (CA)I A refund of a ta~ cradlt, which wa. not r.qu..t.d on the TI~ Alturn, .ay b. r.qua.t.d bV cOIPI.tlng .n "Appllcetlan
for A.fund of P.nn'Ylv.nla Inharlt.ncl .nd E.tat. T.~" CREY-I111.. Application. '1" .vallabla .t the Offlc'
of the RIglstl,. of Willi, .ny of the Zl A.v.nu. Olstrlct OffiCI', or by c.lllng the .p.clel Zit-hour
answ.rlng ..rvlcl nuablr. for forI' ard.rlngl In Penn.ylv.nll 1-100-16Z-Z050, out.ld. P.nn.ylv.nl. end
within local H.rrl.burg '1'1' 1111) 711-1094, TOO' (117) 71Z-ZZSZ (H..rlng I.p.lr.d Only).
OBJECTIONS I Any p.rty In Int.re.t not .atl.fl.d with the .ppral....nt, allow,nc. or dl.allowanc. of d.ductlan., or ........nt
of t.~ I Including dllcount or Int.r..tl as .hown an thl. Hatlc. .Ult obJ.ct within .I.ty (60) dlY' of r.cllpt of
thh Notlc. bYI
"wdtt.n protISt to the PA O.p.rt..nt of A.v.nuI. Board of App...., DEPT. zalOU. HarrlsburD, PA 11121-1021, OR
....I.ctlan to h.vI thl ..tt.r d.t.r.ln.d at ,udlt of the account of the plrlonll r.pr...ntatlv., OR
"IPpul to thl Orphan.' Court.
ADKJN
ISTRAlIVE
CORRECTIONS I
Factual '1'1'01" dl.cav.r.d an thl. ........nt .hould b. add,.I...d In writing tal PA D.p.rt..nt of R.v.nu.,
lure.u of Individual Te~u, AnHI Po.t A.......nt R.vl... Unit, OEPT. la060l, tlerrhbu"g, PA 17121-0601
Phonl (717) 717-6505. S.. p.gl J of thl bOOk lit "In.tructlan. far Inh.,.ltenc. T.~ Rlturn far a R..ldlnt
O.cadant" (AEV-150I' for en .MPlan.tlon of ed.lnlltretlv.ly corractebla '1'1'01'1.
DISCOUHTI
If any t.~ due I. p.ld within thr.a (1. caland.r lonth. eft.r the d.cad.nt's d.sth, e flv. p.rc.nt (5~) dl.count of
the t.~ p.ld Is ellawad.
INTEREST I
Int.,...t Is ch.rgld b.glnnlng ..Ith first day of d.llnquancy, or nln. t'l .anth. .nd anI tl) day fro' the dat~ of
d..th, to the d.ta of p.y..nt. hu. which b.c..e d.lInqu.nt bafor. Jenu_ry I, 1911 b.er Int.,...t at the rat. of
II. (6;(1 p.rcent p.r annul c.lculat.d .t a d.lly rat. of .000Ibfoo. All hllll which b'c", dlllnqu.nt an and eft.r
Januerv 1, 1'8l will b..r Int.r.st at a rat. which will v.rv fro. cel.nd.r y..r to c.llnd.r y.ar ..Ith that rat.
announc.d bv the PA Oap.rt..nt of R.v.nue. Th. eppllc'bl' Int.,..lt rat.. for I.az through 1995 aral
~ Int.r..t R.ta O.lIv Inhr..t rector !!!! Inhr,.t Ret. Dallv Int.r..t r.ctor
1'82 ". .000541 1911 .. .0002U
1911 16;( .000U8 19la-1991 1l:C .oonol
1984 11:C .000301 199Z .. .DOOlU
1985 U:C .000156 1991-199~ 7. .ODOI9Z
1986 10:C .00Ol7,. 1995 .. .000U1
"'IniGrut I. calcul.t.d .. fallawsl
InTEREST . BALAnCE OF TAX unPAID X nUnBER OF DAYS DELInqUEnT X DAILY InTEREST FACTOR
."Any Natlc. I"uld aft.r tha t.~ baca... d.llnqu.nt will r.fl.ct en Int.r..t e.lculatlon to flft..n 115) d.ys
bavond the dltl of th. ........nt. If pay..nt I. ..d. aft.r the Int.r..t ca.putatlon d.tl .hawn on thl
Notlc., .ddltJon.l Int.r'lt IUlt b. c.lcull'ad.
If
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
JEANNETTE E. TODD
Date of Death:
July 22. 1994
No. 21-94-0668
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. State whether administration of the estate is complete: ..lL Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
_ Yes ..x. No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal reprc~c"tative state an account infonnally to the parties
in interest? ..1i.. Yes _ No
d. Copies of receipts, releases, joinders and approvals of fonnal or infonnal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
f'-,
c__
\~.~
~H'-~
. ,
)v'3. aL.
Signatur; .'
IRWIN, McKNIGHT & HUGHES
ROller B. Irwin
Name (please type or print)
Date:
JUwZ- {UJ'
'r.' '1'
co
'.','
,
l} Il'
U'l(!;
a:
II.
p,
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. (~
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.ll!::1
C)C)
60 West Pomrret Street
Address
Carlisle. PA 17013
City, State, Zip
(7J 7) 249-2353
Telephone Number
N
I
:-":5
'-J
Capacity:
Personal Representative
X Counsel for Personal Representative