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HomeMy WebLinkAbout94-00733 ~ ., I I ,r fi.",}, '-I' I~- fi 1 ' " cs a (# oJ t- LL__k.........__L..J. _L_L-____ also kllown as ___._L)/L......__.._..oo.___. PETITION .'OR PROBATE and GRANT 0.' LETTERS No, ____dl.:_CfI{-::- 7~_.__ To: Rcglstcr of Wills for lhc ----.----------, DI'C'I'II.IWI, COllnty of __(.~::::!.~~l:LLS1_ III thc Social SeL'l/rllY No, _...clC' >' . IC'___CL2_:i3.. COlllmonwclllth of I'cnmylvlInlu Thc pctltlon of thc IIndcrsigncd rcspcclflllly rcprcscnts thlll: YOllr pClltlollcr(s), who IS/lIrc IN ycars of IIgc or oldcr IInthc CXCClltu,,_.______ ,_lla~.lcq. Illlhc,llIst,wlII of lI~c llbovc dcc('(~cl)t,,\llIlcd .....__..nnoo._____..lLl.<!~1_~ / '1_, 19-!2L IIlld codlcll(s) dlllcd -----"'''"''///:..---.--..--..--....-.----.---00----- ._~--_.._---~-_...__.._._-_.~-------- --_.__._---.-..__.__._._._---~----.-_._--------- ('lUll' rc1C\'llnll'ir~'IIIll'illln~\'~, qt. rl'lllll1dullnll. dl'lllh uf ~"u'Clll(lr. Cle,) ()cccndcnl wns domlcllcd III dC:llh In._~~!!.:")"" LL,2J'(L.__ COllllly, PCIlIl}3'lvllnla, with h Ills I fllllllly or principal rcsldcncc lit ._.._--..3~~'h-S.,~L:1.!:.-::c:"'''''(-' l' 'I .... <- --.------- ..-n.---..-----._____c.....a~jJ.:.!J."'___.,_.L_/l__.L2c.1 ." t1ht slreet, 1I111llbl'r lllld 11l1l1l1.'lPllll1Y) Dceclld~1I1, lhcn o-~'---- YCllrs of lI~e, dlcd __, ----..--7!.Z~'/~'U-711 -~_, 19 ? l/, III ( v_.,. )". v 1 !J.LJ._-.'-<'-LL,I.z-,.oo_.(.n"'-l_U..!J,._f/._ ,. ..1' 0-' , Except as follows, decedl'l1l did notlllllrry, WIlS not dlvorccd ulld (lid 1101 hllvc II child born or adopled after executloll of the will offer5d for probUle; WIIS notthc victir,n of II kllllllg IInd WIlS never adjudicated Incompetcut: __'_.&.1_.2. --_____.___ Dcecndcntat dClllh owned propcrlY wilh cSllmuled vlIlucs us follows: (If domiciled III Pa,) All pcrsonlll propcrty (If 1101 domicil cd In 1'11,) I'crsonul propcrlY IlIl'ellnsylvllnill (If 1101 domiciled ill I'u,) I'crsolllll propcrty ill County Yulue of rcul cSlutc III I'cllnsylvunlu , ) ) sillllltcd as follows: ____.f"', ,< .1/ , $--L'j C'tV' $ , $, $ WHEREFORE, pctilloncr(s) rcspcctfully rcquest(s) t:1C problltc of Ihe lasl will lInd codlell(s) presenled hcrewllh lInd the graut of Icllers__ '7 ~ '. -I <I ~::L47k- (tl.'\lllIl1ClllllrYi udllllnhlrutlol\ C.I,lI.j admlnlstratlun d.h.ntc.l.n.) lheron, f '0_ 'a~ o:~ "O,~ ~,; ~2 ~'O a Iii --" lT1 fr )U<-:'~/'L? - c'" J.d..e. ['Ill .) =n;,,, l/A~../1 J.E..i) I / 1./ I. ci /..-1~~'''~';(' L-. -1-t-'~_ _V'.&.L, , tJ /1 1 'l3C' / I. . ( ClC:) t. 'II./ ,/6 ,), ..> OATH 01<' PERSONAL REPRESENTATIVE COMMONWMI.TH 01<' l'ENNsnVANIA }. Hti COUNT\' (}I<' J:.UMBERLAND ______. . . Thc pctltloncr(s) lIbovc'num~d swcur(s) or ufl'll'lll(s) thul thc stulcmcnts IlIlhe forcgolng pClillon arc trlle lInd corrcet 10 thc hcsl of tilc knowlcdgc and bclll'!' of pctltlollcr(s) ulld lhlllUS pcrsollal rcrresen. lUllvc(s) of thc ubovc dcccdcnt pctillollcr(s) will wclllllld trllly udmlnlstcr lhe cslutc according 10 law. I I r,; """'''2- Sworn 10 or IIftlrmcd IInd subscribcd l ~"'!.' ~'1'\'h__' (r. . \(1 heforc 'XD~j\ls~, : 1911:1 " du~'f ~I I ./ _ _ _ __. / ~' 1JJiiLlilt~ illuiJ/< -llJ/JJClti lc,l.j. _ _ .. .- ~ "___ ~ r (JARY . LEWIS Hl'!:i.\'(l'I' If' -....----_~___ ~ -~ /ll\'",,. This i"i 10 t'(:rdl}' lh.tt llt~' illflll'li1llll1111 11':11' ).:I\'l'lI i., ~'(}11l'~11~' Itllllt'd 11'11111 Illlllri.I~i111tll('l'lifltiltl' 01 dl',nh duly IIlt:d with lilt: 1I!\ I.o(ul ltl'l.,d'ill'llf. TIn: lIri/lillid (nIHil,IlI' wjJl k IOr\\',II,It.d III till' SLUt' Vit,d I{l'(ul'd~ Offill' fill' pl'rllliIlH'lIl (ilill~. WARNING: "Is II10galto dupllcato lhlB copy by photostat or photograph, I'l~(~ (III' Ihi" U.'l(iliUlll', 5/,110 f/.-V/ 'JH4.tuk 4c,h./, .ll.J;\~<l;'J 1.\I<"i1lk~l,~"11I ._-7/ (/ _.g.3.9J5.08) , No. Q4<,''XII'\1A, jij~ a'i.y._ , U Il,llt' lllotl4J~II" . COMMONWEALTN O~ PINNaVL.,.N1A' OIPAATMINT O~ HIALTH' YITAL AICOAoa CERTifiCATE Of DEATH ,,~, ~ rtAll4HIN' ....CIt... '''" 11,.IoIolIJtI'" ... t. " " AMI'\;;;m "'" 1C"....s - .... :r: '1.l.'..~_1 ~.,.,.."9'COU.I' - .. _lJ H tl,lf"UloUCll~ IOl;lAI.M~'Y~ . H~ ..... ~....... ~C TttIIIt ="~ _u ="'10 - . ..~::';'~<4t~~ ~"'..."""'...... ,.,_It-w' "1"1 40::'114 AC~Of~1 ......."'...... "(-#"_1 ------!.!ll..~.:..Cu..Pk II. ~-Penn.rlYantau--,-:"'" M" ,..,...., luLl :--:::':::11___._.___. WO!lllilltkol"'lh. """ ....,&.1"..... ~~~. 1'401t1 I~...~ 'to 'I'M .............---..ttktl..n-.. M~"""" ,....,..."'-l1lI"""'" .. 370 Ol.r..ont Drl.. , -...tt.-J.q&Ii------... ~i~t------_.- 1 N......,...........--"'OCC""N~~. s.,..c.....r..1 f'l)'~" l\:uuil"1 ~ Ot-wl" .... ".....::::'" Ul'0VJ;r-- ONH~(D (I.lo.o.., ,,"1 -..""",:" _ l.L..-..!1100P ,.. IS . ~~ I, '-....__,.....,....~_.......CiI...,"'iIIll~ 0II......,.........1l~ ...:...1.,... '...ory....... 1I"Otl!..1'IHtI..... L..lrYtllf\t~"'__.... -.&olA'lt,w..,/... ''-''01_ ,~"........- rr-- ~iOJlii11dtl!lOH c._[J ''''-''II'.........'U . "'->0"_1 .....__...._......._.........1.1 Au ust 17, 1994 I' I.Cl'HiiiliitH lCIlltlHUWMiI\ ...... k.......Mt.._...,.,... I n .. ..0 ~ A';tV,,, ...,-,u...,J 1..._..___._ _'_.__.'_.". ..._______'.<__.. QlCTO(l.Il,lJIC(UCli(J''<C'{I) - ....- \............... -- ----.,,- ----r- ~~ '-~-'-~~='--.~ =--~'.~-=----"~:=--J=--=- .1 II ':","""""fI:::=~1 I :.:::~:.::=;;::~;::::;:.- 1.._. .._...._. . ._. ".'h .. ---";::.J'- t WH'lIi1l OIRtI O.lil'.~IHJt)"Y ..........'Ot-,..I 1611 Of fWflY lHJUI\YA/'IIl'DAIl1 OItc..t<<lWtWllY ...........t'ftl.llliIO ~OftAIJM ..II ..1/1 .... QjJ [J ['1 ...... [J LI [J ~.Ilfci~'.:iI~_....~iKw,... ., ..,.......'*-1,' .. [] ..I] ..... .."'" ~~~"'"y1''' c.o..J........oH'......., k_ i6c.vIOtl~{;;i;;;;-____--- .. "' I a I ....OtCAl "A"IMOMMI" OllN......,.I~Itfl.I\t;..III".U...llell,II'I"".,.,....,,".."ICC..1114I1t...I~...t.......,....,IJI4.W41t1ht'...Mt.'.... 11.~M"......"..., .".....,., .....r .:r::~.~=~~.:,~;~----....... .--.-------- ~li::aILl~ - CI ~~~ o,qUiStiDl.....~- No , -0"''''"''' P.I';"'! It] !.l..-~A6Oiii.-ior...~&5itl'lliOCowm 1lf'ci.UiiQ;OiAH l.",,~ll'ypi.~ tJ:tt-.lb,J'1' ..,. ../D.Jt$ I'Jl> dr,utJ ~1C1't: n" II ~t.. ~. ,. A I rU t '; l1i16jij;i. 0., .., II; I~'1r .' .. .' " "", COMMONWEALTH OF PENNSYLVANIA .1 I COUNTY OF CUMBERLAND ". I We, ROBERT E. BA~1R AND KNllILEEN tll. KI!:i'INb."Y and SHARON L. SCHilJ\J14 the Testator'and the witnesaaa teapeotively, whose names are signed to the nttached or foregoing instrument, being ~irst duly sworn, do herebydeolare to the undersigned authority that the Tostator nigned nnd exeouted the instrument as his Last.' Will and Testament and that he han aigned willingly (or willingly direoted anothor toaien for him), and that he exeouted it . as his fl'ee nnd voluntnrysct fOI' t.ho purpQRO therein expressed, and that ouch of the wit.noanoa, in the presence and hearing, of the Testator, siRned the Will us witnessos and thnt to ~he beat of their knowledge the Testator was at the time eighteen years of age or older, of sound mind and under no constraint or undue influenoe. . ~ L .~ ft..-':!:i~ r;;/ //.J., -.... . B IRT Ii: :t,BJl:ER Testator \ ~~\~O"~ J. 4r~ W tnes~ .' , ,. '. , " '/! . Lg~, .l \)jljh..l./,7t uT: :.J.11J/t ?U ~itness . p, . Subsoribed, sworn to and aoknowledged before me by ROBERT E. BAER, the Testator, nnd subsoribed and sworn to before me by witnesses, " this 111\;h day of Janual'Y ,1988. " 1 ,. n;,m,.\: !11~:U:Ir.~lI, ";'I!,[I\' 1"!;rI.I~ CAI,II"I /'111111, (Ullt;UILMIl, rOUI/IY . '.If i:lI.\II.II';r.lr','1 Lll'lxrS [ICr., I~ I\~i !f1~'I"', P'III1'lIV,lIIl~ 1,f'Ocl.llI~n u/ 'NOlllio' , ,. ',. " " , '" . ". , , " \ , " " I " I (; , " CERTIFICATION OF NOTICE UNDER RULE 5.6 ( a) Name of Decedent: l\oh~...1 t=. !5/1f!V Date of Death: /1"'9,.,,1- J..3 J /17'1 " . Will No. l?'l'l- o CO? 33 Admin. No. To the Registerl I certify that notice of beneficial interest required by Rule 5,6(a) of the Orphans' Court ~ules was served on or mailed to the following beneficiaries of the above-captioned estate on .f1L"vJ1 171 I.J71 I t' Name Address r= d,th 5v..''''.v ;:;1-1"'1" I~' e"b'1 I ?t?..J>:5" 44-'1 y b/ f! :'it I fi1e c h ..,,,,,'c..bu '''7' fit Notice has now been given Rule5,6(a) except to all ~/A persons entitled thereto under -,//" ..it'r!:...5 Date I I /10 /,,_~- I ( ('~ Si9~ . r M ~~ ..... ':'f 0 .!!? [t () m~ ( II"" () ~ ,;:to 1 .: ') , '" I f-. '. .... .l ~r.', ~-. .1 ,- Ih OJ ~ .1 '}? -';;~ ( I;' ~ 0, '...Q ll\l ~ ~~ ceO: Nama J ...epl, J. f)e v'</ A/A/6 r I Address I 7 t..~.v9"-c"'v.:i.~ t."'f,v~ I f4,,1; fll 1730/ Telephone ( 61"1 .6 'I 'I - /~;).. '/ Capacity: ^ Personal Representative Q~ ~ Counsel for personal representative ~. .... .... ~...~. .... ..~ . cv ffi ~ Q /4~J.3/~..L INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWfAlTH 01 PENNSYlVANIA (TO BE FILED IN DUPLICATE '/ DEPARTMENT OF REVENUE n< HA~IS~SJ~ ~~nbe.o60' WITH REGISTER OF WILLS) COUNTY CODE l , - - M'-' O-RE'SS f)A t':" J 1\,,/)(.' " t E. (_l/,~IJ, t_,' /..,.ih.l C..(H/."!.Y (,.-:'0.' "'/ IJ"...,~_. OCiA1SECUR"VNUM~~DA1EOF01Am-~jj'^ir6niRftl---- ", ,'.5 c./"" ,^.",/ ()~""L I I PI! /7?'/, A I J" '" I"~ C A' ,., ", ;J.,,?,). I"" O.~ 'l:i ~ """I'1t ''',),'l1..t.'....,..'. '11'J ,. Co~ntt Lv"" It"r/~",," .______________________.__.______..__ ...._____...__.___.L..__._....__. )8( 1. Original Rolurn [J 2. Supplomontal Rolurn rJ 3. Romalnder Roturn (far dalOl of doath prior 10 12,13.821 [) 5. Fodoral E'talo To. Rolurn Roqulrod _Q.8. Total Number a' Sofo Dopallt Ba... ;1 ~~,'ir,I'V. ..".,\O/:'l' .. ,(I I.. 'OR OATIS O' PlATH AnIl 12/3' /91 CHICK Hili ,. A S'OUIA~ PO.YIRTT CUPIT IS C~AIMID O. PILI HUMIIA REV.l.sOOEXt I1J,1~lI I!! ~~S 02.. ",Ill ~ ~ ~ .. Q OZ u 2 'li C' ;7.3,1 NUMBER YEAR_ [] 40. Fuluro Intoro,I Compromlto lIar dalol of doalh aftor 12.12.821 Decodonl Dlod T 011010 [] 7, Docodonl Malnloinod a living Tru,I (Allach copy of Willi IAllach copy of Trull) ALL COIRISPONDINCI AND CONFIDENTIAL TAXIN'ORMATlON'SH'OULDBEDIRECTIO'yO, N ME jCOMPITlEMAiiiNOADDRESS .).. "'f. h ,) () '" v>lM'''''E'}' E /' L n[!;riR'iljf'NUM'ER--.-.-.----.-.~--...~._. -- / 7 I,~. '~)<"II;''''''I':' ~c;/".....~ , ('11.' /, V / lJi II' 1.6 'l~ 76 J..? .. . . _c_~_~~=.-.--' [) 4. ).(6. lImllod E,tat. Ci '" z o 3 E '" ~ .. I. Rool Eltal. (Schodulo AI ( 11 2. SIackl and BondI ISchodulo B) ( 2) ~ 3 Clololy Hold SIack/Partno"hlp IntorOll ISchodulo C) (3). 4, MortgagOl and NalOl Recolvablo (Schodul. 0) I 4) . 5, Calh, Bank Dopalill & MII"lIonoaul Po"onol Prapertyl 51 ____ 15chodulo EI 6. Jolnlly Own.d Property ISchodul. FI 7, TruOIlo" (Schodulo GI ISchodulo LI 8. Tolal Gro.. A..oII IIalallinol 1.71 9, Funoral E'?OnlOl, Admlnlllrallvo Co,II, MlscollanooUl I 9) E.ponlOl IS(hodulo HI 10. Dobll, Mortgago LloblliilOl, Lionl (Schodulo I) (10) __00_.___________0______ 11. T alai Oodu(ilaOl (latalllnOl 9 & 10) 12. Not Valuo of Ello'olllno 8 mlnu.llno III 13, Charltablo and Govornmonlal aoquOltl 15chodulo J) 14. Nol Valuo SubjOd to To. (IIno 12 mlnul lino 13) 15, Amaunl of lino 14 lo.ablo 01 6% rolo Ilncludo valuOl from S(hodulo K or Schodulo M.) 16. Amaunl of Ilno 14 taxablo at t5% ral. Ilncludo voluOl from S(hodulo K or Schodulo M,I 17. Principal lax duo (Add lax from lino 15 and from IIno 16.1 18. Crodlll Spaulal Pavorly Crodlt Prior Poymonll Discount Intoroll .u"u._.__...._....... + __n_._~.... + .. ..~. . 19. If IIno 18 II groulor than IIno 17, onlor tho dlfforonco an line 19. Thi. I. Iho OVERPAYMENT, 1'.110 ~;> n iYd_-:;;;':...____ o '..~' Lj~.3ii'u,~~~ ,(' .. .C'....foo-.- , II J"-:U--::~~--- ?'...........--.--.. 16) I 7).u .f" 7"- II ~.5'/ ~ ._._:.....1____ [.!L.. ..2,;L~Ld_.o.":__ I 81 .~ (11) _.-2..lCtZ..-,..i5..___ (12) ._~1~~!J~ (13) _...___a.....___.- 'l ~ (14) _...._--"-,_~<2'1..Lrl"5..... -..-....--')--.--- ~..------ J Q ~ (151, u__ ,,:<AC'..~_u~.u____n_X ,06 ".________ J.d....L!;."':.._____ 116). u . .u "C/...._ ... x .15" .-.....__.........<2._.__.___.__... z o ~ !i ~ o u ~ (171 .." ,J'l.'J......~.__._ (16) (19) . C' _ _.__.__.._'.____n _____._.___.__ .. . (2, un_.__ ( INIt IU'f(.' if you cue fccluq\linfJ (l f(.fund of your ovo'pnvmonl. 20. If Ilno 17 II groaler Ihan IIno 18, onl,,'lho dlfforonce on Iino 20. Thlll'lho TAX DUE, 1201 A. Enler Iho InlorOl' on tho balance duo on IIno 20A. 120A) Q, Enlor Iho tolal olllno 20 and 20A an IIno 20B. Thl. il Iho BALANCE DUE, 120BI .. __/.Ioke Cho_.k Pavablo tal Roglelor .~f ~III., ..A_g.ont_____ .... ~.. u.__mm ___________________ .... II lUll TO AN5WIR ALL QUESTIONS ON Rlyiisi'SIDEAND.TO.RicHICKMATH....-..------ Under pencil I.. of perjury, I declare thai I ha'/e uamlned Ihh relurn, Including aCtomponylno";che'dulel clnd Holamen!., nnd to the betl of my knowledge and bellel, II II Itue, corracl and complele. I declare Ihal all real ellale hal been repotled altrue markol '1olve. Declaration of pre pater olher than Ihe personal reptellnlall'/. II balod on alllnlormnllon 01 which preparer hat any knowledqe. IIO~r;'J~fi~~~m~:~:'~R, ';I~:~I;fURN--'.~~'i~'C<"IC ~",.,' ' L ., '''~'' r:,~ Ii: "fli '/~~~'I Dg:~(:':~;,',:~"-~~';-;? 1 WjWitoF 't(tRO'tH!"!II'" Rt'mm)~lIVrm"--AlioRti\ '--f-" ,.., ......- I tiAIr ..-...---------- V _..~~ .., .---...,..--....-..~- ..--....--..........~--. UV.lJllllC+(7"'1 ITEM NUMBER A. B. 2. 3, 4, C. 1. 2, 3, 4, 5, 6. 7, 8, ~~ COMMONWIAllH O. P1NNIYlVANIA INHIRIIANCI lAX RIlURN R11IDINl DICIOINI SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pleall Print ar T e f\,,/,cd' E. B/lo DESCRIPTION 1. Puneral EJcpenlell F""" ,.,.1 H..",,~ ,.\ ~;J. ~ Cj!:;/< ~ r ~), S',,') Vrl"lt t.~ICt C.11....,f/~1",'/ Ch"'t'~ '"J r\;.:!~1 ,1/)'<Vl.Jle,' .'it:'~' c../D11,.vo Jr.,' , .-,.. FI".w...,} I.~),~ (.."...,~t..q.7 '7"'/+"'"'' ?e- H~1'1d.,1(t'-J,"' kA.9'rAt"4'9 (.:" Admlnlltratlve COltt. / Pellonal Repr..enlatlve Com million I ,)...., I, ,J, ()~ .'.-\ .vA/<' r; '"-'.P Social Security Number of Perlonal Repr..enlatlvel / (,. / - ,J r - ":!.t!,'!.. Y~ar Com million I paid 1,9 '7 'I c.(! II,'{ It'd c- i!"/J('_S . if 1. Attorney F... 'J".....r). J p., v','JA-'.-t/E 0 E"Jl Family Exftmptlon Clalmont R.latlonlhlp Addrlll of Claimant 01 decedent'l dealh Slreet Addr.1I City Stat. Zip Cod.__......... Probale Fe.. 1\'1,.,j-"". <",t lA/,lL, -- 7') Mlleellaneaul EMpenle,. t.~ !l.- IId..c" f'.1/o11l ,,(,/,,1'<..0' - 8'?~,3<" B.'!,,"," 8""'l<c Co'''''j''':'' /:5' /VI, >L . t..!P,.1;',vL<f "..I'llls " C."f'o) f,.d"'.7"1 T""''''If''r1/1r,,.,,,, -,~ (. TOTAL (Allo onlor on IIno 9, Rncapllulatlnnl --...---.--.----- (If more Ipacell ne.ded. Inllrt additional ,hllll 01 lame 1111,1 AMOUNT , .,/,,~. (., to ;~ . ~ ',~I" " .~, ,'''''' ~,k' !~~,",' ,~I ("tf' ,...""11..... (") " (.' '/I/,:,<,",t,' ri'l _ I,n~ I I , ' I I 'J. s ?;~ II;; ,?<y /I/',.J 3/-':) ~ I // REV"1547 EX AFP (12-94 *1 1 (/ i~~m:~:\ l~f O:r:~~~~VlV'NI' NOTICE OF INHERITANCE TAK ACN 101 BURE'U Of INOIVIOUIl TAKES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ~:~~is:e:~~t". 11128-0601" OF DEDUCTIONS AND ASSESSMENT OF TAK DATE 02"15-95 @'ST;(TrOF='B1iE'R"=~~=~~ "ODtil'1' -~''i:=~~===='=-~==-FITE NO. ----2T9~~O'Tn-=-~---= DATE OF DEATH 08-13-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM ~ITH YOUR TAK PAYMENT TO THE REGISTER OF WILLS, MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TOI JOSEPH J DEVANNEY ESQ 1'/ LONGCOURSE I.N PAOLI PA 19301 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 t..-:= A.ounl R.!..lltld__.~ ] CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ..... REV: is'i;" Elf -Ai: ii - f i '2-: 94 Y"NoYi c r "OF" IN Ii ER" i;: AilC' E" fAX "AP PRA i 9 EM! Ni'"; -A L. r oWAiiC' E - cfli"""" - -""...."""" - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BAER ROBERT E FILE NO. 21 94-0733 ACN 101 DATE 02-15-95 TAK RETURN WAS, (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE AP~RAISED VALUE OF RETURN BASED ONI ORIGINAL 1. Rool E.toto (Schldulo Al II 1 2, SIock. ond Bond. (Schodulo 8) (21 3, elollh Hold SIock/Portno"hlp Inlorost (Schldlllo C I (31 4, Mortglgls/Nolo. Rlcll.obll (Schldull 01 (41 S, Cosh/Bonk DIPol! to/Mho. Porsonll Proplrty (Sohodull E I (S I b, Jolnlh OWnld ProPlrty (Schldull Fl Ibl 7, Tron.fll" ISchldulo 01 (7) 8. Totsl AUlto APPROVED DEDUCTIONS AND EXEMPTIONS: 9, funlrll Ex~.n.../Ad", COlts/Hisa. Expense. (Schedull HI (9) 10, Dlbl./Mortgsgl Lllbllllll./LI.n. (Schldull II 1101 II, Toto! Dlductlon. 12, Nit Vllul of Tox Rlturn 13. eh.rltoblo/Govlrn.lnlll 81quIsts ISchldul1 Jl 14, Nil Volul of E.tlto Subjlct 10 TIX ) CHANGED ,00 ,00 ,00 ,00 11.051.99 ..J!Q. ,00 181 11,051.99 7,847,54 ,00 ( III 1121 1131 1141 7,847.54 3,204,45 ,00 3,204,45 If an aBBeBBmBnt waB iBBued previously, lines 14, 15 and/or 1&, 17 and 18 will reflect figurBB that include the total of MJ.. retUrnB aBBBBBed to datB. ASSESSMENT OF TAXI l~. A"ount of line 14 .t Spousel rete lb. A.ount of Llno 14 tlxlblo .t LlnooI/CII.. A rlto 17, A.ount of Llno 14 tlxobll It CollotlrII/CII.' 8 rotl 18, PrincipII TIX DUI TAX CREDITS I -'P~hEENi--- ------- RNEy:~:;--.---T------~~~~~~~~ : ~: -~~~~~~~~~;---I --''''I2:'O Fi14 .---MM913fS.s.u---. ------------------;-ifll---.-------T<ii: 27- NOTEI lISI ,00K,03. llbl__3,204,45 K ,06. (171 .00K,15. 1101 ,00 192,27 ,00 192,27 __ ________._____.______ ________...__ _____00..... ___1__... ., '__00.,.....____ TOTAL TAX CREDIT 192,27 ii,LANCii-oii'TAicui------ ---......,'00. . ._~_____.. __..~ _,'_n" .______ __... _ ______ ____~~____.__ INTEREST ,00 ---.---------..---. _._._,_._._~- -~-~~-- ~------~.. ______TOTA~_E~_E__..__ _________n._'.~.~_.j ( IF TOTAL DUE TS lESS THAN .1, NO PAYMENT IS ~EQUIRED, IF TOTAL DUE IS ~EFLECTEO AS A "CREDIT" CCRI, YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, 1 ,I , IF PAiD AFTER OATE INDICATEO, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, RESERVATIONI !It.t.1 of decldentl dying on or b.far. D.o.ab.r 12, 1912 ~- 'f any future Int.rl.t In the Ilt.tl I. tran,f.rrld In pOII.I.lcn or ,nJaY'lnt to Cllll . (calllt'rll) blnlflcl.rll' of thl d.c,d,nt .ft.r the Iwplratlon of any "tit. far lIf, or for VI.rl, the Co..on....lth h.r.by twpr...lv r..lrVII thl right to apprahl and 1"1" trln.flr Inherlt.ncl TlKlI It the hNful C1I.. I Ccoll.tertil ration any luch futurl Int.rllt, PURPOSE Of NOTICE, PAVHEHI' AEFUHD (CRI, OIJECTlOHS. AIl!tIH ISIAATI!E COAAEtllOHS. U1SCD~T . IHTEREOT. To fulfill thl r.quir...ntl of S.ctlon 211t0 of the InharltancI and flut. Tax Act, Act 2l of 1991. 7Z P.S. lIotlon ZUO. D.taeh the top ~ortl~n of thl, Notlcl Ind lub.lt with your pay..nt to thl Algl,t.r 0' Will, prlntld on the rlv.r,. ,Idl. ..HIk. ch.ck or lon.y ordlr p'Y!'bh tOI REDISTER OF HILLS, ADENT All ply..ntl rec.lv.d 'h,l1 flrlt bl applhd to any Int.r..t which ..y bl due with any r"!llneNr 1"II.d to thl tex. A refund of . ta)l eredlt, which .... not r.qullt.d on the T')l R.turn, lIy 1;\. "quilted by co.pleUng an "Appllcltlan for A.fund of Plnnlylvant. Inhlrltlncl .nd f.ltatl Till" (REY~UI3), Applle.tlnnl arl avail.bl. at thl OffiCI of the RIgllt,r of Will., .ny of thl 1.S R.vlnu. DI.trlct O,'IC.I, or by calling the Iplcl.1 Z~'hour IOlwtrlng ..rvlc. nUlber. for 'or.. ord.rlngl In f1.MlylvanJ. 1.800-162-Z050, outsldl Plnf'lylvlnh and within local Herrhburg tlrl' (717) 7&7.&094, TOOl (717) 172.2Z52 (Hurlng 1.p.lred Only), Any p.rty In Int.r..t not .Itl.flld ..Ith the appr.I....nt, al10wanc. or dl.elloWlnCI 0' d.duotlon., or ........nt of till (Including discount or Intlrl.t) II .hown on thlt Notlcl IU.t obj.ct within .hcty (601 dlY' of reo.lpt of thlt Hotlc. byl "wrlttln protllt to the PA OIPlrt..nt of Rlv.nu., lIolrd of ApPIIII, D.pt. 281021, Harrisburg, PA 1712&-1021, OR "lllctlon to hllVI thl IIthr dltlrlllln.d It audit of thl account uf thl plr.onal rlpr...ntatlvl, OR u"plll to the Orphan.' Cour to F.ctuII .rror. dllaav.r.d on thl. a....I..nt .hould b. addr"lld In writing tal PA OIPlrtll.nt of RIV.nul, IUrl'u of Individual TaMU, ATTNI po.t AI......nt R.vllw Unit, Olpt, 250601, Hlrrlsburg, PA 17128.0601 Phone (717) 7&7.6505, S.. pig' 3 of the book lit "Instruotlon. for Inh.rltanc. Ta~ Rlturn for a A..Jdlnt Olcldlnt" CAEV.150IJ for an Iwpllnatlon of adlllnl.tratlv.lv corrlctabll Irror.. If .ny taM due II paid within thr.. (3) lIlllndar .onth. after the d.cld.nt'. duth, a fly. plrclnt (5X) dllcount of the tlM paid It allow.d. Intlr..t I' cherg.d b.glnnlng ..lth flr.t day of d.llnqu.noy, or nln. (91 .onthl and on. (I) day frol thl dati of dllth, to the dati of p.y.."t. TllllI which ble... d.llnquent b.fore Januery 1, 1982 bur Inter..t It thl ret. of thl (6%) p.rclnt plr annun calculahd at I dlUy ,..tl of ,000164. All \au. which blea.. dlllnqulnt on Ilnd aft.r JIOUlry 1, 198Z will b..r Intlr..t at a rat. which will vary fro. oll.ndar YI.r to cal.ndar v.ar with that r,t4 announcld by tI._ PA DIP,rt..nt of Rlv_nul, Thl appllcabl. In\arlllt r.t.. for 1951 through 1995 arll '!!!! Inter..t A,t, Dally Interllt fne'or Vllr Jnt.rut Rat. O,lly Inter..t Faa tar 1m zox ,00OS411 1911 9% .0002lt7 1911 I6X ,000418 19U'I991 1\% .000101 191" III .000101 1992 9% ,000247 1911 m .000556 1993.1994 IX ,00019Z 19a6 10% ,000Z14 1995 lJ% ,000Z41 .'Int.r..t 11 cnlcul.hd .. ful10wlI INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "Any Notlcl IUUld a'Ur the tl'll b.ea... dlllnqulnt will refhot an Inter..t otlcul.tlon to flftfln (5) d'YI b.vand the d"1 of the a.......nt, If PlYII.nt It tada aft.r thl Intlrut ClOllputetlon date .holiin on the HOtlCI, additional Interllt .u.t bl celleulahd. r ...,..",'.....- -- .,." '/,11'" (. . :.' . " I , u 00 c .. \r; Iii .,:iJ , "I STATUS REPORT UNDER RULE 6.12 I [.1 Name of Decedent 1 t...C! },e t t Date of Deathl lLfYI/'J .I-'l Will No. P- B-1"'/'" h,l . ) 99'/ , I Admin, No. ).,j 9''1 -;'(:;.? .3.3 ' 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 1, State whether administration of the estate is complete I Yes v' No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3, If the answer to No.1 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. (if any) for the personal representative's account iSI c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date I ? hi / 7...5 ( I -41:,,~)'-"1 .Jo~~fh ,), j)e~'A,v.//r= y Name (Pleas8 type or print) 17 L ~,(/9 <.-cPI/O e t.. /T,Vt! . f.4~1111I Address ' / _3~1 (6/0) 6 '-/ '-I 76.;). 7 Tel. No, CapacitYl vi Personal Represertative _____Counsel for personal representative (MAH 1 rmfl AM3)