HomeMy WebLinkAbout94-00683
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PETITION I.OI{ PRODA TE and GRANT 01' LETTERS
EVlal~ of J)..1\J!.l..d__:J:..!_:S)f}J1L~.") No, ,.;) J - (j 4- - InJ'.3
alIO Imoll'lI as To:
R~glsler of Wills for Ihe
. DJ'9';aJ:!f.' Cmlllly of CUMBERLAND In Ihe
Sodal S~l'IIrilY No. -I2.3i-:t~ - "",j 7 Conllllonwenhh of I'ennsylvnnln
The pellllon of Ihe IInderslgned re'peelfnlly represelllS 1111I1:
YOllr pelllloner(s), whols/nre I H yenrs of ng . or older nn I~ exeell~jl
inlhe Insl will of Ihe nbove decedent, dnled 1'LJi! t;.
nnd eodlcll!s) dnled
nnmed
, 19_
(~Inle rclc\'nnt drCIlIl1\lnnc\.'\. l'.H. rC11I111I:101hm, tJealh uf l'\l:\:utnr, eIC.)
Deeendenl wns domiciled nl delllh In
It I S Insl fnmlly or prlnclpnl residence nl
COli
. I'ennsylvanin, wllh
1'7011
,
('
(I1~1 !IoIn.'''I, numher and mil Idlllllil)')
Dee ndel1l, then 6-g y 'nrs of pg ,died ~-:ti: ~.""' "'.. ' 19 /f'crQ
III .
Exeeplns follows, dee el1l did nol nrry. wns nol divorced nnd did nol hnve n child born or ndopled
afler exeeullon of Ihe will offered for probale; was nOllhe vlcllm of n killing and was never adjudlcaled
ineompelent:
Deeendelllat dealh owned properlY wilh eSllmaled vallles as follows:
(If domiciled Inl'a.) All personal properly
(If nOI domiciled in I'n.) Personal properlY in I'ennsylvnnin
(If nol domiciled in I'a.) I'ersonnl properlY in COllmy
Vallie of real eslale in I'ennsylv'!l\ia ,_.
shunted ns follows: .Af -f} r . b .~
$
$
$
$
CJ
o
IJ
('>
z
WHEREFORE, pelilloner(s) respeelfully requeslls) the jlrobale of Ihe lasl will and eodlcil(s)
prcsemcd hcrewilh and Ihe granl of lellers TESTAMEN I ARY
theron,
(le~Ulmcl1lnry; ndmlnl\lrnllon c.l.n.; ndmlnlmntlon d.b.n.c.Ln,)
II ~~,~
"".
50
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Vi
OATH 01' PERSONAL REPRESENTATIVE
COMMONWEALTH OJo' I'ENNSYLV ANIA } l:lS
COUNTY OF CUMBERLAND
The pelllloner(s) above-nnmed swear(s) or nffirm(s) thai Ihe slalements In the foregoing pelilion arc
trlle and correello the besl of Ihe knowledge lInd belleI' of pelllioner!s) and lhal as personal represen-
lative(s) of Ihe above deeedenl pelilloner(s) will weiland ""ly admlnisler Ihe eS! Ie according to law,
,
Sworn 10 or
he fore me Ih's
~C.
J~I ~ ,;;2;;;1-g'
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LEWIS
R'W;.'Iwr
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WARNINGI It h Illegal 10 alter tllil cop)' d. ta .Jupllcole by pholo.tat or photograph.
H10.5 112 .500M REV '.78
1100 C.rl. ptr boo")
(fEE rOR UtlS
cumlc.!! U,OOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH.VITAL STATISTICS
N~
1857288
I.OCAI. 1lJ':mSTItAIt'S CEltTlJIlCATION 0... UEATH
RrRllltred No.
Full Name fJ _ _ ~
of OKt..cd ~
fhtl
R..ld.nce i/d/ dA.J1-.Il!.f.-~~
Nl.lmb" s"..t
Placr of A'
neath "~1..4j~./
C1i4n'r
M';',
~~-#/"-
ellr ., Town
A"]..,...~.... :
Lo" "
VJ...
/_PA /.~
CO\lnly
~ . Clly. IOfOl.lgh 0' Town,hlp
~,
.'0'.
Penlll)'lyo.1a
S.. ~~
Olle 01 nellh
9...1''''0
Race /.~.li*.i
nile .r Blrtb
/.:/ .q~.~P1rthpll<t_~ .
Marital StatUi 7A-'l"'~'J'-"
Sod.1 Sem,U)' No, '" ;1 '.Lt fly..$'. 7.
~":IlICAI. C.:Rll"ICATI~
Part I. Dratb was caused b",
Ot'curaUon ~ ,"denn', Scorlal No.
IDlenal Bthnen
0....1 Ind ne.1b
Immediate CIUse (I) A.J?';"~7
Due To (b) _ J.._-,
Due To (t)
P.rt II, 01l1E1( SIGNII'ICANT CONIlITIUNS. to.t,lbuUng lu d..1h bul nul ...lllrd 10 Ibe Immedllle ..... IlIYe. In
ParI I !I)
I
I A.ddenl, Suldde or IIomldde
I
I
I
I
I
I
l
Hu" did tnlury ...,mr
Name and l1tle of Ptnon
Who CerUntd Came of Ilenth (~.t D.O., Coroner, M.E.) -p/. ~./..JJ-'A/
L
Add,... ~~~~. ~.1 ell,
111l'i IIIi In 1:~r.1f)' thai 'he Infurl11ut!un hfrl' Rlnn b: cotTl'cCly copied from an orlnlnnl Ctrtlnt'IlCC of denlh duly med
1110 WI I.ot'al Jt.l'I&b.trllr. Tbe orh:lnal I.....rtlth:ule will be fonnardcd to the Stale VUol SluUsllcs: OCflce for ~rmauenl minK.
willi
/rAI ~
Slt..t Addf." Cllr. Batough. Townlhlp
"3'/(/#
Dol. R.c.lf.d by Lotol .."hltar
"
,-
..
..-.---
--:._-_---;-:-..............4>d. ~ 4II-r...'V...c........,
21 - 94 - 683
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
~
'.
'- codicil
(each) a subscrihing wilness to II;c'-wlll presented hcrcwilh, (each
'-
Inw, depose(s) and say(s) thnl '-,
.------
I~ncd according t~
prescntand saw
"---
the tCSlat__, signthc snmc and thnl
rcqucst of tcstal In ~ Jl es nce and (In thc
other subscribing wilness(cs))
signed as n wltncss allhe
~h other) (inlhe presencc of Ihe
lNl\me)
,
nd subscribed before
day of
19_
(Address)
--
Register
I'.,
(Name)
L;
'l':
(A ddress)
..~t
j'
j'J: ..:.
~~GI~~R OF WILLS OF CUMBERLAND COUNTY
t....'{)1ATH OF NON-SUBSCRIBING WITNESS
~L'..Ne M.J)J:wie<; ~ IA 'fa: p. ka \ "'-
(each) a subscriber herelo, (each) being duly qunllncd according ~Inw, dcpose(sl..J!nd~(s) tha~
I.,,, AlZ e familiar with Ihe signal lire of 'J2 A v, d ~'.>l2 1=1 U I,es
--=licit"
testnt-DR-- of (one of Ihc subscribing witnesscs to) the will
thnl _I J.J \L
presented herewilh nnd
,codlcll-
bellcve~the slgnalllre on the will is in the handwriling of
to the besl of 0 (,f R.. knowledge and belief. V
Sworn 10 or arnrmed and subscribed before ~~ /?? LJ ~
me Ihls 4TH day of ("'a"'f~ Y t.
, AU US> ., 1f:Z:::~:;z~~ p~ /70"
~ 'IaM(.(/J" Sf; (I1r;Jljf!p~/1J /70S?
(Address)
/4 - ..;<~ '1-t"
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
.s 1/-.2 / pfJ R I) S !d. ~~ Hd.
. 0 '. H 1~1Rrt~ c.. /) m p 1..\ I II, 'PII ,701/
q ~ J. .80 I;).-J-O-;)./ C.."r C' lU1L!JC- ~ L /l.J:i.J
o 2, Supplementol Return 0 3.
D 40. future Inlo,..' Compromhe {J 5.
(for dote. 01 deoth ofter 12.12.82)
Decedenl Died Testale 0 7. Cocodent Maintained 0 Living Trult
(Atloch copy 01 Will) (Attoch cop of Tru.t)
ALL CORRESPONDENCe AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
M':f '"5- /' ~ e k 5 1 d e..
Q.,fI iY' ~ "-\ I II :P4
R(V.I~OO u+ 111.<;111
~
"'-12
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x",...
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0.
<l:
~!Z
"'w
",,,
OZ
uo
0.
( 1) ()
(21___0.
13) 0
4, Mortgoge. ond Nole. Recelvoble (Schedule 0) I 4) ()
5, Co.h, Bonk Depo.lt. & Mlleelloneou. Pe"onol Properlyl 5) ()
(Schedule E)
6. Jointly Owned Property (Schedule F) ( 6) ()
7, Tro",Ie" (Schedule G) (Schedule l) ( 7) 0
8, Tolol Gron Ane.. I,otolllne. 1.7)
9. Funeral Expens.., Administrative COlli, Miscellaneous ( 9)
Expen.e. (Schedule H)
10, Debt.. Mortgoge lIobllill.., lien. (Schedule I)
11. Totol Deduction. (tololllne. 9 & 10)
12, Nel Volue of E,'o'e (line 8 mlnu.llne 11)
13. Charitable and Governmental Bequests (Schedule J)
)4, Net Volue Subject 10 Tox (line 12 mlnu.llne 13)
15. Amount of lino 1 A taxoble 01 6% role
(Include valuos from Schedule K or Schedul" M.)
16, Amounl of line 1410xoble 0115% role
'\ (Include volue. from Schedule K or Schedule M,)
17, Prlnclpollox due (Add lo.trom line 15 ond from line 16,1
18. Credill Spousal Poverty Credit Prior Paymdnll
+ +
19, If line 18 I. greoler thon line 17, enler the difference on line 19, Thill. the OVERPAYMENT,
gO
20. If line 1711 greater than line 18, enler the difference on line 20. Thll II the TAX DUE.
A. Enter the Interest en the balance due on line 20A.
B, Enler Ihe 10101 01 line 20 ond 20A on line 20B, Thl. I. Ihe BALANCE DUE.
Make Check Pavable 'or Regl,ter of Will" Ag,n'
~i;!I"V
~. ~;~..;!
COMMONWEAlTH OF PENNSYlVANIA
DEPARTMENT OF R(VENUE
DEPl 280601
UARRISlURO. PA 17128.0601
M
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fOR DArES Of DIATHAfTlR 12/31/91 CHICKHIRl
" A SPOUSAL
POVIRTY CREDIT IS CLAIMED 0
fiLl NUMBIR
.J./
COUNTY CODE
111
c' &"Y3
Original Return
L1mlled Eslate
I. Reol E,'ole ISchedule A)
2, Stock. ond Bond, (Schedule B)
3, Clo.ely Held Slock/Portnenhlp Intere,' (Schedul. C)
z
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3
g
ii:
5
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0.
:IE
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YEAR
NUMBER
_8.
Remainder Return
(for dole. of death prior to 12,13.82)
Federal Eslate Tax
Return Required
Total Number of Safe Deposll Boxes
I d.
/70//
c, ~
! '
( 8)
o
(10)
o
o
CJ
(11)
(12)
(131
(141
(15)
(')
)( .06 =
(161
(")
x ,15 a
(17)
o
Discount
Inloresl
(18)
(19)
CJ
o
Check hate if you are requesting a rofund of your ovorpayment.
(20)
(20A)
120B)
c.:J
o
(".)
.... BI SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH......
Under penal".s of perjury, I declar. thai I have elIlomlned thll relurn, Including accompanying 5the'dulel and Ilalemenls. and 10 Ihe belt 01 my ~nowledg. and belief,
It II Irue, correct and complete. I declare thai all real .llole hal been reported 01 true markel value, Oedarollon of preparer olher Ihan Ihe personal representative II
baled on all Information of which preporer h I any ~nawledge,
10 OhERONR III RII RTR ALlA55 ?..J~. IL () (1 V ~ DATE
<.l..-fl.L I 61-/ ~ (C.tl ( A"'ldJf~tR. i. J1()/t (}....t.Uo. ,/) - / tfft/
R A 0 -to ~ATE -U '
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r ' . (I:... .
" I I'll A, 'nJ
It" 1 ('J' U\^\\IIJ, '
111,.,,;t(. ~ " t, ~
ACN '.. 101 " ,/-,(\11"
1-,1,11,'" .
DATE 01-03-95
EV-lS47 EX AFP (08-94*
COHHONWUltlt OF PENNSYLYANIA "
DEPAATH[Nr OF REVENUE
BUREAU OF INDIVIDUAl TAXES .
ocpr. Z80601
IiARAJSIUAG, PA 17121-0601
1'1 - ,::1.;; 7 - 'i?
NOTICE OF INNERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF FILE NO.
DATE OF DEATH 09-02-80 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FDRN WITH YOUR TAX
PAYNENT TO THE REGISTER OF WILLS, NAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
ARLENE M DAVIES
421 PARKSIDE RD
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount Re..ltt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:is4-j-EX-AFP-ioii:94T"iiii'ficEuci"-YNHEifii'iltfcr'fA"x-A-P-piliiisEtlEiir-;-,U.i:ciiiilNcE-ijli-m-------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAVIES DAVID J FILE NO. 21 94-0683 ACN 101 DATE 01-03-95
TAX RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. R..l E.t.t. (Schedul. A)
2. stock. and Bond. (Schedule B)
3. Clo..ly Hald stock/Partnarship Int.r..t (Schedul. C)
4. Hartg.gal/Not.. Receivabl. (Schedule DJ
5. Ca.h/Bank Depolita/Hi,c. Parlonal Proparty (Schedula E)
6. Jointly Ownad Property (Schadule fJ
7. Tranafar. (Schadula G)
8. Total A..at.
I CHANGED 00
fi1i1
- ~.
(.,..
(I.. "
:. 00
f .
,do
. .00
.':'"'~O
.. 0
~~OO
.00
(01
~
..u
:Ceo
,~ 0
c.-I' ~
~ '~. ,-t
.. r-'
"1,4
,; -...
~
-=
111
(2)
(51
141
(51
(6)
(71
I
0\
"lJ
N
N
\Q
.~. '.-'1
....: .1
:::.o:t...
~O
~
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funaral Expan.a./Adn. Co.t./Hi.c. Expan... (Schadula H) (9)
10. Dabt./Hartgaga Liabilitia./Lian. (Schadul. I) (10) .00
11. Total D.duction. Ill)
12. Hat Valua of T.x R.turn (12)
13. Charitab1a/Govern....nt.l aaqUaet. (Schadul. J) U3J
14. H.t Valua of e.tat. Subjact to Tax (14)
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
re~lect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lina 14 at Spau.al rat. (15)
16. AMount of Lin. 14 taxabl. .t Linaal/Cl... A rat. 116J
17, A...ount of Lina 14 taxabla at Collataral/Cl... 8 rata (17)
18. Principal Tax Dua
.00
nn
.00
.00
,00
will
.00
.00
,00
X'OO.
X ,06.
X .15.
Cl81
.00
,00
,00
.00
TAX CREDITS:
PAYNENT
DATE
RECEIPT
NUNBER
DISCOUNT (')
INTEREST (-I
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
,00
.00
,00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED,
IF TOTAL DUE IS REFLECTE~ AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SlOE OF THIS FORH fOR INSTRUCTIONS,)
,00
-,
-.wrlttan prot..t to the PA a.p.rt..nt of Rav.nul, Baard of App..1., DEPT. 281D21, Harrisburg, Pi 17121-1021, OR
a-allCllon to have thl ..It.r ~t'r.ln.d at audit of thl account of thl parlona. rapr.l.ntatlvl, OR
..app..l to thl Orphan.' Court.
RESDtVATtO'h Eltat.. of dlcadents dWlng on Dr ba'on Oleallb.r 12, 1912 ... If anw future lnt.r..t In thl ..,.t. II ',,,,'.rrld
In pO.....lon or anJo>>-ant to el... . (coll.',r.l) blneflcl.rl.. of thl dlcadant I,t.,. thl ..plratlon of MV I,'at. 'or
11', or far v..r., thl Coaaonw..lth har.bv Ixpr...lv r'l.rv.. thl right to appral,. end ...... tran,'.r Inh.rltenca T....
at the lawful CI... . (colll'ar.l) r.t. on 8nY luch future Int.r..t.
PURPOSE OF
NOTICE I To fulfUl the nqulr....,t. of SKUon 2140 of thl Inh.rUMce and Eltata lllC Act, Act ZZ of 1991. 7Z P.S.
Section Z140.
PAVHEHTI Datlch tha top portion of thl. Hotlc. end .ubllt with your ply'.nt to tha RIgl.tlr of Will. prlntld on the r.vlr., .Idl.
--"a. chack 0,. HM~ o,.der p.ylbl. tOI REGISTER OF MILLS. AGENT
All p,pent. recalv.d .twlU fI,..t ba DPPU.d to en>> Int.rell which I'~ bl due with Bn~ ra..lnder 'PPUld to the tl..
REFUND (CR)I A ,.Ifund of . tl. cr.dlt, which WI' not r.qua.t.d on the ". R.turn, ..~ b. r.qu..t.d by cospl.tlng In "Appllc.tlon
for R.fund of P'M'VlvMI. Inh.rltencl Ilnd E.t.l. rl." (REV.1SIS). ,lpplIc.Uon. ere .v.U.bl. .t the Offlu
of the R.ghter of WUla, ."y of the ZS R.v.nuI District OffiCII, or by ClUing the .p.elll Z4.hour
en.w.rlng ..rvlc. nulbar. for for.. ord.rlngl In Penn.vl"lnll 1-800.36Z-2050, out.lde P.nn.vl"."I. end
within 10cII H,rrl.burg 11'" (717) 787-1094, TDD' (717) 77Z.ZZSZ (H.,,.lng lap.lr.d Only).
OIJECTIONSI Any plrty In Int.r..t not .Itl.flld with the .ppr.I...ant, Illowanc. or dl"liowsnc. of deduction., or ........nt
of t.. (IncludIng dl.count or Inl.r..t) a. .hown on thl. Hotlc. IU.t obj.ct within .I.ty (60) d.~. of r.c.lpt of
this Hotlu bYI
ADtUN
ISTRATlYE
CORRECTIONS I
INTEREST I
F.ctu.1 arror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In wrltlno tal PA Olp.rt'.nt 0' R'venul,
Burlau of Indlvldull Ta..., ATTNI po.t A.......nt A.vl.w Unit, DEPT, 210601, Harrl.burg, PA 17121.0601
Phon. (717) 717.6505, S.. Plgl 3 of the bookl.t "In.tructlon. for Inh.rltance TI. R.turn for I R..ld'nt
D'cldlnt" CREY.15ol) for." ..plenltlon of Id.lnl.trltlvlly corr.ctabl. '1'1'01".
If any t.. due J. Plld within thr.. (5) cII.ndar eonth. .ft.,. thl d.c.d.nt', d..th, . flv' p.rc.nt (5~1 dl.eount a'
thl ta. Plld h Il1ow.d.
Int.r..t J. ch.rg.d b.olnnlng with flr.t d.y of d.llnqu.ncy, 0" nln. (,) eonth. and on. (1) day frol the d.t. 0'
d..th, to the data of p.y,.nt. T.... which b.cI.. d'llnqu.nt b.far. Janu.ry 1, 191Z b..r Int.r..t .t the r.t. of
.1. C6XJ p.rcant p.r annUl calcul.t.d .t . d.lly r.t. of .00016~. All ta... which blc... d'llnqu.nt on and .ft.,.
Janulry I, 1'12 will b..r Int.r..t It I r.t. which will "ery frol c.l.nd.r y..r to c.lsnd.,. y..r with that r.t.
announc.d by tha PA D.p.rt.ent of R.".nu.. Tha IPpllc.bl. Inl.ra.t r.ta. for 1912 through 1995 .ral
DISCOUNT I
V..r Intarul R,ta D.lly Intarut Feetar !!!r Intare.t Rat. D.lIy Inl.rut F.etor
1911 ZOX .00054. 1917 'X .0OOl47
I9IS IU .000411 1918.1991 IlX .000301
1914 IIX .DoasOl 1992 'X .000247
1915 m .000356 1993.1994 7X .000192
1916 IDle .000274 1995 'X ,aaOZIt7
..Intlrllt II cDlcuhhd .. follow"
INTEREST a BALANCE OF TAX UNPAID X NUnSER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hollce I..uld Ifl.~ the tlM b.eo... dellnqu.nt will r.fl.ct In Intar..t c.lcul.tlon to flft..n (IS) day.
bayond tha deta of Iha ........nt. If p.y...nt h .ad. .ftar Ih. Inl.ra'l COlput.UDn dlt. .hown on the
NoUn, .ddlllon.1 Intarut ...t b. c.lcul.tad,