HomeMy WebLinkAbout94-00745
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PETITION FOR PROBATE and GRANT 01<' LETTERS
No, _,,-L?/~~L'Z!.:L~_
To:
Estate of .FloY_I::LDcdtch .m_'_'__'
also k./I0WII 0.1' __Illi.Lm.._.___. n__..__
Register of Wills 1'01' the
........., lJeceU.lt'd, Counly of _CumhexJ.aruL. In the
Social Secllrlty No, O.6.!!.=2.Q..-O.6..'li...___ CommonwclIlth or Pennsylvllnla
The petition or the undersigned respectrully represents that:
Your petllloner(s), who Is/arc 18 years of age or older IIn Ihe execut or
In the last will of the above decedent, dated _E.ebruary-2.2
and codlcil(s) dated n I a ._,
__ named
, 19.Jl.L
(stale relevant clrClIlllstallces, (',g. renunciation, deillh or ('.'(('cUlor, cIC.)
Decendent was domiciled III death In __.Q.umVgru.llil___. County, Pennsylvania, wllh
her _last family or principal residence at Sarah TQdJLJ1emorial H.QJlle..,.
..1J)00 West SnlltlLB..t.r..e.e.t...-Carl isle, Pennay,lY..ani.a...._l1.QJ 3
(list street, number and ltHlIldra1ily)
Dccendellt, then _ 90 years of IIge, died _lI.\ill.ust 1 B ,19...2..!_,
at f;ilrilh 'I'ndrl Memnrial llome.._lJlll..Q_..1L.....s.o.uth St., Carlisle. PL..,
Except as follows, decedent did not murry, was not divorced and did not have a child born 01' adopted
after execution of Ihe will offered for probate; was notlhc victim of a killing and WIlS never adjudicated
Incompetent: n / a _ _
Decendent at dealh owned properlY wllh estimated valucs as follows:
(If domiciled In Pa,) All personal properlY
(If not domiciled In Pa,) Personal properlY In Pennsylvania
(If not domiciled In Pa,) Personal properlY In County
Value of real estate In Pennsylvania
situated as follows:
S 200,000.00
S nJiI
S nlil
LnQna
WHEREFORE, petllloner(s) respectfully request(s) the probate of the last will and codlcll(s)
presented herewith and Ihe grunt of letters t.estamentary
(testamentary; administration c.I.a.; administration d.h,ll.e.l.a,)
theron,
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Jac Baughman '. ~
OA TH m' I)ERSONAL REPRESENT A TIVE
COMMONWEAI.TH 01<' !'ENNSYI,VANIA l88
COUNTY 01<' CllMBERLIIND J
The petltloner(s) ahove-nallled sll'enr(s) or affirm(s) thlltthe stlllelllenls In the foregoing petition arc
Irue IInd eurrect 10 the hcst of the knowlcdge IInd helier or pctitluner(s) IInd lhlll as personal represen.
talive(s) of the ahove decedent pClltloner(s) 11'111 weiland trnly administer the eslllte IIccnrdlng to law,
/( .'.1 ,
SWIHn to or affirlll~~Tlltld suhscrihed t ..,\, ,:'., ',' \',' \.,\. .'-' \.:...'.""<... ~
hclnre meAII~usT u.:. . ... I dl~4ol "Ju.ck llu\lUlllllilll .. "
t(''''h'~'\U'/ . ,(hJ I/.' Ij,. ~
I /r- ~r~AR y'J~L::tfwYs" ".. ,~(;'. .,1 1-1:,(1 . ~
(f) To make distribution hereunder either in cash
or kind, as my personal representative in his discretion
may deem wise.
~'IFTH
I do hereby nominate, constitute and appoint my nephew, JACK
W. BAUGHMAN, to act as Executor, of this my Last Will and
Testament. Provi~ed, however, that if he is unwilling or unable
to act as Executor, I direct the duties of Alternate Executor, be
performed by WILLIAM M. WEARY.
SIXTH
I direct that no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
duties in any jurisdiction.
IN \'1ITNESS NHEREOF, I, FLOY E. DEITCH, have hereunto set my
hand and seal to this my Last Will and Testament, consisting of
three (3) typewritten pages, the first two (2) of which bear my
signature in the margin for identi.fJ.cation, this J 'J/l'-iay of
February 1989.
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( fl ../ II ~... (. (.~/t~.,
~LOY E.,~EITCH .
SAIDIS, GUIDO
& MASLAND
26 W, Hlph Sir'"
Carlisle, Pa,
Signed, sealed, published and declared by the above-named
Testatrix, FLOY E. DEITCH, as and for her Last Will and Testament
in the presence of us, who have hereunto subscribed our names at
her request as witnesses thereto, In the presence of said
Tes~~:i!., and ~ each other.
- /'fJ /~/\-..-I
''i)llf_k~~~ ,A . -,U\f/f),/U'li
JIDDRESS_:A- cJ ((-<i c;c;::r
c"C"f...t, e((.,I-I(i/~S
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ADDRESS JL ill,,> l H1c.r'){ n.'(- ~
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, tlJ'riirf;Mri ii, !i:~,::l",,:qJI"U!IU,ilCll"i~!P.H".Y'WAHI' 'INHI.'IT.~IAND'lIiTATlfA~" ":,::, ,',/ :,:' , ',I
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ACN
ASSESSMENT PI'
CONTROL IiW
NUMBER
RECEIVED FROM,
i
AMOUNT
(~lJ J DO F..rJWm-lll E
eb E HIGH STREET
----YO I
"E'7. (1(lC!. 00
CARLISLE PA 1701~
10101111'
'OIOHUf _'
-
ESTATE INFORMATION,
m ITENiiMBER
m
II
BeN Oe9-1?~)-O~~75
IFIRSTI . (Mil
mJPSMR ~
UNTY
9~f
CUMBERLAND
o ilATH
08 II e 194
REMARKS
JACK W. aAU8HMAN
m . TOTAL AMOUNT PAID _..:__~~n,QOO. 01>
2,', .~BG
. t>' . 1) \. J.'
""'''' ". .1Jl.~Ai~'- - .
f1AHY CJ I.f,WI
REt'lISTd'l OF Il.l.S
SEAL
CHECI<II II
REGISTER OF WILLS
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lIrvlSOOfJt jll,Ql1
y:4 INHERITANCE TAX RETURN
~...IFj;~ RESIDENT DECEDENT
COMMO"WlA'"' 01 '(NNSYlW,,, (TO BE FILED IN DUPLICATE
O('AR\:1WWJJ,\V(NU( WITH REGISTER OF WILLS)
1l~.~!~~~~_~~!.~.~__lo~!lB'-~~_!n _... __0'_. __ .. ...... .. _,. _ _._. _..m
.-- llfi:ror~M'fli'Aff,filfi~Ai10Mt[lUl( ItltTlAtl
1. R.al Ellalo (Schodul. AI ( 11 - 0-
2, SICKk, and 8andl ISchodulo 81 ( 21 - ()-
3, Clal.ly Held SlackJPartnorlhlp Inl"e.f (Schedule C) (31-0
A, Martgago, and NalOl Rocol.abl. (Schodulo 01 ( AI - 0 -
5, Calh, 8ank Doro,ll, & Mhcollonoou, Po"onal P,ope,ty( 51 $ 220 I 276 . 24
(Schodulo E)
6, Jalnlly Owned Prop"ly (Schedul. F)
7, Transfo" ISchodulo 0) (Schodulo l)
8, Tolal Gro" A"o" 110101 Ilno. 1,7)
9, Funoral E.pontol, Admlnhlrallv. Call., MI"ollan.au. ( 91
E.pen.e. (Sch.dul. HI .
10, Debl., Mortgage lIablllllo., lien, (Schodulo II (l0)
11. Tolal D.ducllon, (101011100. 9 & 10)
12, N.I Valu. of E.lal.llln. 8 mlnu.lI.. II)
13, Charitable and Gomnmonlal 8.qu,," (Sch.dul. J)
lA, Nol Value Subject 10 To. (1100 12 mlnu.ll.. 131
15, Amounl of lino 14ta.ablo at 6% '010
(Includo valuo. from Schodulo K or Schodul. M,)
16, Amounl a' Iln. 14 la.ablo 01 15% ral.
(Includo valuOl from Sch.dul. K or Sch.dul. M,)
17, Principal 10. duolAdd ladrom lin. 15 and f,om line 16,1
18, Crodi" Spou,al Po..rty Crodil Prlo, Paymonll Dhcounl
_______. + $27-+Qllil..JlO + ..$.L,..15.D....ilil -
19, II IIn. 18 i. oreal" Ihan IIno 17, onlor Ih. dillmoco on line 19. Thh I. tho OVERPAYMENT,
DID
20, II IIn. 17 h 0'001" Ihan IIn. lB, onlOl tho dill.ronco on IIno 20, Thl. h the TAX DUE,
^' Enlor Iho Inl"OII on tho balanco duo on Ii no 20A,
B, EnlOl Iho 10101 olllno 20 and 20A on Iln. 20B, Thh h Ih. BALANCE DUE,
Make Check Poyobl. tal Rogi.te, 0/ Will., Agont
. ",' "" .', ,~ :' .I.:"'Bt SURE TO !ANSWERALllQUESTIONS :ON 'llEV.ERSE;$fD,E:AN,D ;roREtH1cK'MAlH*~\'?YI\l.'~':'~':!~:".',\\:I'/)~"~
Under pllnalliel of perlury, I declaro Ihatl havo 1ll<cmiMd lhh lelufn, Including acco,.lpanying Icho'dulol and Ilalomenll, 0;;' 10 the bell of my knowlodge and b.lIlill~,
.1 It Irue, correct and complete. I doclQ(o Ihal 011 real cHlalo hm bun roportod 01 lrue mar~el valuo, DoclafCltion of preparer othllf Ihon Ihe porsonal reprelentatlvo II
bCllld 0". alllnformallon 01 which preporor hot any lnnwlndgo.
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'\",..l'-dl'-)\\"~'i' '._ [("c' , )~S 5,(,I,.I~f, ,0 ('4t'I/" /)(,/3 <-I;;r/f~'-
"'~~" )"III~ '"^}f\1'liS(t71~1IV1 ,.; ~'I"~,\i/lvi(' <<-(~~(:~C;I' A. " - -; ?~'I ~- D~1:!h~ .
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'OR DATES 0' DEATH AnER 12/31/9\ CllICK HER!
I' A SPOUSAL .
POVIRTY CUDII IS CLAIMED L1
fiiiNUMBIR ----------.-.. .on_
0745
NUMBER
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~()U_N.T.~c09E 2.1. YEAR. 9.4.
DOH'$ COM~UH ADDRESS
Sa I.'ah 'l'odd Melllor i ill 1101110
1000 West South Streot
Cadisler P^ 17013
C"'~9tlll.lbe r 1 ansL-_____._.__
o 3, R.malnder R.lurn
(forda'o. of death prior 1012.13,821
05, Federal E.tal. To.
R.lurn Required
_ 8, Talal Number of Safe Dopo.1l Bo...
!Ji.MfZiJ~i\\lNI)~;N~Y.-.r'_..
..-.... rAIIO!' of A it,' .-....! DAf(elfiiRfrr---
on"_ ...!ljJ_f3.fJ!L._~L!2L_
f.] 2, Supplem.nlal Roturn
U ~a,
009-20-0675
-.. .._~--~..-.._-
fill. Original R.lu,n
04,
06,
lImll.d E.lolo
{J
Edward ~~. GUidoLEsquire
ifil,ilONI NUMBE'
26 West lIigh street
Carlislo, P^ 17013
71.LL1.1) - 6 2 22_
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20,052.78
1,818.34
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21,871.12
198.405.12
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InlorOlI
(IB) ....$.21Lr 1 SO. 00
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Check hOlD if 'you Oft' ,oqueslinn (J refund oJ YPUf ov,"'pnymcnl.
1201 1 ,nQ..J7
(20AI .~O-'
(2081 _.
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'*
SCHEDULE E :1
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY Pleall Print or Type
FILE NUMBER
2194-0745
CaM'J\\1Nlf~A!l~I~~ tl~NII~ANIA
~1I1~fHT D1C1o'fNV
ESt"TE OF
F10y E. Deitch, deceased
lAM "oporty Iolntly.ow..d wltll the Rlgh' of SUIlII..uhlp mull" dllCloHd on Schodulo PI
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1. AAL Annuity Certificate # 3471679 133,387.00
2. Mellon Checking Account # 232-292-6375 6,821.01
3. PEBIF Check # 2134997 104.98
4. PEBIF Check # 2055313 3.02
5. PEBIF Check # 1959995 27.81
6. Mellon Trust Account H 264-5BN. . 79,932.42
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TOTAL (~ho enler on IIno 5, Recopltulollon
(Attach addUlonalSYJ- )( 11" .hulll' more Ipace h ntedld,l
IIY.lSllIK+l''''1
9.,,t,l
-
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
Pllall Prlnl or Type
I F~~E NUMBER
94-Q1 5
COMMONWIAllH 0' 'INNlYlVANIA
INHIRITANCI lAK mURN
RUIDIN1DICIDINl
mAft OF
FloY~Deitch, deceased
N~~~ER DESCRIPTION
A. Funeral bplnllll
AMOUNT
1.
2.
Hoffman Roth Funeral Home
Cumberland Valley Memorial Gardens
$612.02
1 j 1 00.00
B. Admlnlllrallw Callll
1. Penanal Rep,,"ntatlve Cammllllonl Jack W. Baughman 8,000.00
Social Security Number 0' Plrtonal Reprellntatlvel
Year Com million. paid lqqr;
2, A"orney Fe.. Said,i s, GUido, Shuff & ~Iasland 9,500.00
3. Family Exemption
Claimant Relatlonlhlp
Addreu 0' Claimant at decedent'l death
Street Addrell
City State Zip Code
... Probate Fell 267.00
C. Mllcellaneaue bpln"l!
1. Cumberland I,aw Journal - Advertising 40.00
2, The Sentinel - Advertising 58.7,6
3. Boyer & Riter - tax preparation 475.00
...
5,
6.
7.
8,
TOTAL (Allo entor on IIno 9, Recapltulatlonl S 20, 052 . 7 B
(If marllpace II n"ded, Inter! addltlonallhOlll a' lame Ilzl.)
,
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I ,
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, ,
I ~~ , If
,.1,
i dMI ".
....
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i
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.... , ~ i~ J
~m 0
,
a .., 3
~~ll '
.
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....
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Ai ~~ 10 ~~~
... ::J ~, 'Ooj
, ... III )I
BIBB
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IH: ~~vin:
COMMONWIALTH OF PENNSYLVANIA
COUNTY OF CUMIIRLAND
}
HI
.___Jack...J'L.....Jiau.ll.hma n ... ._.__, __.___
b.lng dulV sworn .___'__ .ccordlng to lew, depoltl .nd "VI th.t h. is Executor
_____.____......___..u___....___ of the e...te of ..nOY E. Del tch
let. of _Car,Usle ,Bor.ou9h.u___..._...........__.____, Cumb.rlend County, P.., d.elll.d .nd th.t the
within II en Inv.ntorv med. bv ..-._....J.aclc\'L.....Jii.\I.l.\lhmiUL. "...__ '0_'_'__" the 1.ld F.lC"cutor _
of the entlr. ..tet. of uld dec.dent, conll"'ng of ell the perlon.1 prop..rtv .nd ,"I ....t., ..copt ,III ..t.t. ouhld.
th. Commenwulth of Pennlvlvenl., .nd th.t the flgur.. oppollt. eech It.m of the Inv.ntory "p,..ent It', f.I, velu.
01 of the date of d.cedeJlt'l death.
S""'rn end lublcrlbed before me,
-~f2~MS~~(/
l)~ ,~
-
E...ut., . A III 1.1,.1.,
Jack W. Baughman
_255 South West Street
HOTAnlAl SEAL
JOAN E, SMITH, NOTARV PUBUC
r.ARI,ISlE ROilOUGH, CUMBUlLANO CO.. At
MV COMMISSIUN EXPIRES WARCH 23, 1.
,J;arlisle~_ 17013
Add,...
o.t. of D..th
18th
D.y
August
Mo.'.
1994
v...
INSTRUCTIONS
I. An Inv.ntorv mull b. flied withIn thru month I afte, .ppolntment of penen.1 "p,...nt.tlv..
2. A lupplem.nt Inventory mUlt be flied within thirty d'VI of dlleov.ry of eddltlon.1 ....h.
3. Additional Iheeh may b. attach.d II to ptrlonllty 0' rulty
4. S.. Artlel. IV, Flduel.,11I Act of 1949.
~ l!! 1
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II.. ~ ~ 0 ~
~ 0 f
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0 - ~ ~ d
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/11/.1,/,/11 {\)Olt-'
REV-1547 EX AFP (12.94*~" I
COHHOHHEAl!ll OF PEHHSVl VAHU ACN 101
OEPARTHEHT OF AEVrHUl NOTICE OF INIIERITANCE TAX l
E~~;~~~~:~V~~~~~~~ -==~teov~-- ____~::~!~~~~:~:~~~A,~~~~~~~!~~:r~~N~!~T:r-~~~;_5 - __=
DATE OF DEATH 08-18-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPFR PORTION OF THIS FORH WITII YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
REGISTER)'DF WIL4s 'II
CUM8ERLAND CD COURT HOUSE
CARLISLE, PA 17013
I /:,/
EDWARD E GUIDO ESQ
26 W HIGH ST
CARLISLE PA 17013
E
Ano'!!'t RI.IUld
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iI EV: Hi4;" EX""f. j: p" - r i2: 94 T "NoT" i cE" "oF" "iHHiii if A N-c E" 'fAx "A p PilA is iHENr;" f. LL" tiwAifc~~ b"ri""""" -""".."""" -"
DISALLOWANCE OF DEDUCTION~ AND ASSESSMENT OF TAX
ESTATE OF DEITCH FLaY E FILE NO. 21 94-07(15 ACN 101 DATE 06-26-95
If an assessment was issued previously, lines 14/ 15 and/or 1&, 17 and 18 will
reflect figures that include the total 01 ahh returns assessed to date,
ASSESSMENT OF TAXI
15, Anounl of Llnl 14
16, Anounl of Llnl 14
17, Anounl of Llnl 14
IS, Prlnolpll TI. DUI
TAX RETURN WAS I I X I ACCEPTED AS FILED
RE~ERVATION CONCERNING FUTURE INTERaST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED aNI ORIGINAL RETURN
1. Rul Eltoto ISohlduh AI III
2, Slookl Ind Bondi ISchldull B) 121
5, Clollly HIld Slock/Plrlnlrlhlp Inllrlll ISchldul1 CI 15)
4, Horlglgll/Noll1 RICllvlbll (Sohldull 01 (41
5, Cllh/Blnk DlPOIIII/HIIO, Plrsonll Proplrly ISohldull EllS)
6, Jointly O.nld Proplrty ISohoduh FI 16)
7, Trlnlhrl ISohldull 01 171
S, Tolll Alloll
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Funorol E.plnl../Ad., COlh/Hllo, E'Pln... ISohldul1 HI (9)
10, Dlbh/Horlglgl Ulbllltlol/Lllnl ISohlduh 11 110)
11, Totol Dlduotlono
12, Nit VoluI of TI' Rllurn
15, Chlrlllbll/Govlrnnlntol Blqulltl ISohldull J)
14, Nil VoluI of e.toto Subjlol to 'fl'
NOTE:
It Spau..l rlh
to..bll .t Lln101lClIII A rltl
t","bll It Collltlrll/ClllO Brill
115)
11(,)
1171
TAX CREDITS:
PAYHENT
DATE
10"26-94
04-17-95
RECEIPT
NUHBER
MM913116
AA023054
DISCOUNT I') ]
INTEREST I-I
1,421.05
,00
I ) CHANGED
,00
,00
~
,00
220,276,24
,00
,00
ISI
220,276,24
7.0,052,78
1,818,34
III I
112)
1151
114 I
~l .871 12
198,405,12
,00
198,405.12
,00 X ,03.
,00 K ,06.
198,405,1~ X,15.
lIS)
,00
,00
29,760,77
29,760,77
AHOUNT PAID
27,000,00
1,410,77
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
29,831,82
7l,05CR
,00
71.05CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
,."
RESERYATION, E.I.I.. .1 d.c.d.nl. d.lna .n .r b.I.r. O.c..b.r 12. 1912 .. If on. lulur. Inl.r..1 Inlh. ..1.1. I. Ir~,"rr.d
In p......I.n cr .nj....nl t. Cl... I Ic.ll.t.r.l1 b.n.flcl.rl.. cl th. d.c.d.nt .flor Ihl "plr.tlcn.f .n. ..1.1, fDr
III. .r IDr ...r., Ih. c..oDnw..llh h.r.b. .,pr...I. r...rv.. Ih. right ID .ppr.I.. .nd ...... Ir.n.f.r Inh.rlt.nDI T.'"
at thl lawful Cia.. a (collat.ral) rat. on tny luch futurl Int.rl.t,
PURPOSE OF
NOTICE I
To fulfIll the r.qulrl~lntl of S.utlon 2140 of thl Inhlrltancl and E.tatl TIM Act, Aot 22 of 1991. 72 p,g,
s.otlon 21itO.
D.t.ch Ih. tDP ,Drllun Df Ihl. N.II.. .nd IUb.11 with ,.ur ,,,"nl tD tho R.al.lor .f Will. prlnl.d.n .hl rom" .Idl,
"-""kl ohlck nr ~onlY order payabll tOI REGISTER OF MILLS, ADENT
III p.,..nl. r.c.lv.d .h.11 flr.1 b. .ppll.d ID .n, Inl.r..t which 00' b. duo with on, r...lnd.r .ppll.d ID Ih. tD',
A rlfund of . taM crldlt, whIch we. not rlqul.tld en thl TaM Rlturn, lay bl rlqultttd by co.plltlng en "ApplIcation
for Refund of Plnn.ylvanla Inhlrltencl and E.tet, TaM" (REV"1313J. Appllcatlon. are avallablt at the OfficI
of thl Rlgltter of Will', any of thl H Rlvlnul Dlttrlct OfficII, or tly catllng tho ,plelal 24'hour
an,wlrlng 'trvlel nu.btr. for for~' ordtrlngl In plnn.yLvanla 1-800-362-20S0, out.ldl p,n",Ylvanla end
wUhln locel Harrltburg arn (717) 187..8094, TOOl (1171 772-2252 ltlnrlng Ilpalnd Ollly).
Any party In Intlrl,t not .atlsflld wIth thl appral....nt, allow,nt. or dl.allowanc. of dlduotlons, or ........nt
of taM (Including dhcount or InteruO .. ,hown on thlt Notlc. lust objlct wlthln shcty (60) day. of rectlpt of
this Notlcl byl
..wrlll.n prDIIII t. tho PA O.p"llInt .f RIY.nu., 5D.rd Df A"..Io, Oop\. mOll, ""rI.burg, PI 17I 2B-l 021 , OR
...llctlon to ha..,1 the ..tter dlterMlnld at audIt cr the .ccount of the p.rlonal rtprulntatl~', OR
....Pp..I \0 the Orphanll Court,
PIYNENT,
REFUND I CR I'
OIJECTlONS,
ADNIN
IS1RATlYE
CORRECTIONS'
Faotual .rrorl dlscovlr.d on thl. a.......nt Ihould b. addrl...d In writing tOI PA O.part..nt of R.ij.nU',
B,trt.U of 1ndl~ldu.1 laMl', AnNI po.t A.......nt R...,llw unit, DIPt. 280601, Harrl.bUrg, PA '7128,,0601
Phon. (717) 181-6505. SI' page ~ of the book Lit "In.tructlon. for Inh.rltanc. TIK Rlturn for · R..ld.nt
o,cld.nt" IREY.1501) fOl' an IMplloatlon of adalnl.tratlijllY corr.cUblt errort,
If any taK due I. paid withIn thr.' (3) clI.ndar lonths .ftlr the d.Cld.ntl. d.ath, a fl~. p.rc.nt (S~) dl.count of
th. ta. paid 11 aIIDw.d.
Int"ut 11 charg.d beginning wltl1 first day of d.llnqulncy, or nln. (9) 1II0nth. .nd ,n. II) day fro' the date of
d.ath, to thl !Jete of p.y"nt. TaKII which h.c..' dlllnqu.nt b.torl Jlnuary 1, 1982 bllar lnt.rnt at the rat. of
.1. (6X) p.rc.n\ p.r annul calculatld at I d.lly rat. of .000164. All tIK" which bloa.' dallnqu.nt on .nd aftlr
January I, 1982 will bur InUrut at a rat. which will ~.ry froll callndar yur to calend.r yur with thllt rat.
announced by thl P. Dlp.rt..nt of RI~.nuI. Thl appllc.bl. lnt.r..t rat.. for \982 through 1995 arll
~ Intlrnt Ratl Oftl\y 1nt.r..t Factor ~ Inter"t Rate DailY Interllt Factor
--
1912 20~ .000548 1957 9;; ,000247
1911 16% .000418 198841991 11% .000301
1914 11% ,OOom 1992 9% .000247
191\ 13% .000!tS6 199~-1994 1~ ,000192
1916 10% .000214 1995 9% .000247
--lnt,,"t I. calculat.d .1 folloWII
INTBREST . B^L^NCE or TAX UNP^IP X NU"BER or D^YS DELINQUENT X O^ILY INTEREST r^CTDR
".,ny Hotlco 1..u~d nft.r the taM b'cc,,' d.llnqulnt wl'l rtfltct an Intlr..t calculatIon \0 flftlen tiS) d.v_
b.yond thl det. of the ........nt. tf p.y..nt 11 ..d. ofter thl Intlrut cOlpu\atlon dati .hownon \hl
Notlot, addltlonal lntlr..t lu,t bl calculaUd.
DISCOUNT,
INTEREST'
no . .1 :ry
L, p.- H, .r III
, II
."
f
t,/
r:l
,
."
. ~
}, \..I,J
PAVItl!NTI
O,tlch thl tap portion of thl. Hotlcl .nd .ubelt wUh your PIW""' Itd, pIYable to the nl" end add"..
prlntld on the r.ver.. tide.
1/ REIlOENT DECEDENT .,k, chock or .on.. ordor .."bll \0' REGISTER OF WILLS, AGENT.
1/ NDN'REIIOENT DECEDENT .ok, chICk or .0n1V ordor PIvlbl1 \01 COHHONWEAL TN OF PENNSVLVANIA.
AU PIV-tnt. received IhaU bt applied flrtt to any lnt.r..t Nhlch"Y be due with .,y r..llndtr IPPHld to thl t'lf,
REFUND (CR)I A refund of . tlX cr'dlt, which WI' not r.quI.tad on the 'IX R.turn, IIY bt r'QUltted by co.plltlng In
"Appllcltlon for R.fund of Plnn,vlvanla Inherltancl and E.",. T.x" (REV~131S). Appl1c.tlonl ar. IVlllabl, .t
the OffiCI of thl Rtgllt,r 0' WUII, any of the 25 Rtv.nufiI DlItrlct OffiCII or frol the DIPart""'" 24-hour
an,wlrlng lI,vlel nUllbtr. for for.. ordtrInSlI In PlM'Vhenh 1-800-3U-ZOSO, autlid. PIMlvlvanlt
end wUhln 10011 Iilrrl.burll .r.. (717) 117"8094, TOOl (717) 712"USZ (H..rlno "Ipalr.d only),
REPLY 101 Qu..tlon, r.g.rUlng .rror, cont,in.d on thl, notlc. .hould b. 16dr'l.td tal PA O.pert',"t of R'v,nue, lur.eu
of Indlvidutl TlMII, "TTNI POtt A.......nt R.vlew lkllt, Dlpt. 210601, Htrrl.burg, PA 11128"0601, phon.
17I71 767-6505.
DISCOUNT I If any tlM OUt I. paid wltn1n thr.. (3) ctl.ndtr IOnth. .ft.r thl deeldlnt'l dletn, a flvl p.rcent (S~) dlACount
of the taM paid II QUovld.
INTEAESTI Int,,"t II energId bllllm1ng with first dlV of d.lInquency, or nlM (9) .onth. and one (1) dlV fratl thl dl" of
dleth, to tha date of ply.ant. TaM" which b.ca.. d.llnquent b.for' Jenu~ry 1, 1982 b..r Intlr..t at the r.t. of
.IM (6~) Ptrctnt plr annut calcullt.d at . d.lly r.t. of .aOOI6~. All tIM" which b.e... dtllnqutnt on ~ .ft.r
J.nulrv I, 1912 will b..r Int.r..t at a rat. which Mill vary frOl cIlend.r y..r to callnd,r y..r Nlth thlt rlt.
I""ouncld by t~1 PA Dtp"t.tnt of A.v.nu.. Tht IPpll~tblt Int.r..t r.tl' far 1912 through 1995 .r'l
Vllr Jnter"t Rat. O.llv Int.r..t Flotor VII' Intlrut Rlt. DIUy Interllt Flotor
1962 20~ ,000546 1967 9~ ,000247
19U 16~ ,000416 1966-1991 IIX .000301
1964 m ,000501 1992 9Yo .000247
1915 m ,000!!6 1995-1994 7X .000192
1966 lOX ,000274 1995 9X ,000247
....Jnt".11 I. allcul.t.d II followlI
INTEREST . BALANCE GF TAX UNPAID X NUHBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
....Anv Notlo. IlIved aftlr the t.M bleo... d.llnquMt N111 "Utat an Int"ut allculltlon to flfttl" (1S) dly.
blYond thl d.t. of thl ........nt. If Ply,.nt II ,1tdII .ft.r tM Int"..t caputltlon ,dlt. lhowl on the
Notlc., Iddltlon.l 1ntlrllt 11011 b. c.lcultttd.
SAIDIS, GUIDO,
SHUFF &
MASLAND
26 W, HI.h SlIeel
Carll. Ie, M
"
PRINCIPAL RICIIPTS
1. Prudential Life Policy $4,678.20
2. AAL Certific/lte * 3471679 $133,387.00
3. Mellon Checking Account * 232-292-6375 $6,821.01
4. Mellon Living Truet - Account * 264-5BN $72,432.42
5. Series H. Savinge Bonde $7,500.00
6. PI!:BIF Check * 2134997 $104.98
7. PEBIF Check * 2055313 $3.02
8. PEBIF Check * 1959995 $27.81
9. Inheritance Tax Refund $71.05
TOTAL PRINCIPAL RECEIPTS ~
"
'I
"
"
'"I
"
, "
2
SAlOIS, GUIDO,
SHUFF &
MASLAND
26 W, lUSh SlIccl
Carlble,I'A
PRINCIPAL DISBURSEMENT
9-14-94 Care Apothecary $13.38
9-14-94 Hoffman-Roth Funeral Home $612.02
9-14-94 Saidis, Guido, Shuff & Mas land
reimbursement of probate fees $267.00
9-14-94 Cumberland Valley Memorial Gardens $1,100.00
9-19-94 Sarah A. Todd Memorial Home $1,800.19
9-28-94 Cumberland Law Journal - advertising $40.00
10-26-94 Saidis, Guido, Shuff & Masland - partial
payment of fess $2,000.00
10-26-94 Register of Willa Agent ., inheritance tax $27,000.00
12-6-94 Care Apothecary $4.77
Saidis, Guido, Shuff & Masland - reimbursement
for Sentinel advertising fee $58.76
4-13-95 Register of Wills Agent - inheritance tax $1,410.77
4-13.-95
4-13-95 Register of Wills - filing fee $25.00
4-21-95 Register of Wills - additional probate fee $35.00
6-10-95 Reimbursement to Saidis, Guido, Shuff &
Masland for postage and addiUonal short
certificates $17.42
7-11-95 Partial payment of legal fees $4,000.00
7-11-95 Partial payment of Executor's fee $4,000.00
7-11-95 Register of Wills - filing fee for First
and Final Account $106.00
ALLOWANCES
Saidis, Guido, Shuff & Masland - Balance of
Attorney's fee
Jack W. Baughman, Executor fee
Boyer & Ritter, CPA for preparation of final
tax returns
Reserves for contingencies
$3,500.00
$4,000.00
$700.00
$1,500.00
~
TOTAL DISBURSEMENTS
3
-
I
,~
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If\ ',' .-:l . II~'IIII
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Ul< 3: ~ ~ Eo< 1Ii~ p., III rI1 o~
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""~ N Z ~ H ~ "" o':x: ~~:t
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o . "" 0 0 ~ 0 ~o J ,f. ~ U
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