HomeMy WebLinkAbout94-00798
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PETITION FOlt PIWBATE llnd GltANT OF LETTEltS
1\ I I S I' rf 'If ~L I ".l,-:l,
E'/o/e of 'at ,1.!}~1 .. ,Ill I ~Il." - '/.!cr - , , ,
also known el.'i To:
,__'_...___,__,__, Regislel Ill' \Viii- I'or ,\,e
, _ D"""""'t/, CounlY of ~Jtlr and in Ihe
Sociol Seellril)' No, ___~l1i -.r.I-'5'.hlH , Conllnonweallh of l'enns)'lvania
The Jlctilllll1llf the ullllcr!'ligllcd respectfully fl'prl''\L'IIIS Ihlll:
or
Your lR'liliol1cr(s), who Is/mc IN )'CalS of "lll' lH 111Jcr an the \\\C!:UI IHlmed
inlhe lusI will of Ihe ahove decedelll, daled -,-WJJ~_ , 19~
and codicills) daled _,NQ/1" .
l'lall' rrll'\;lIl1 o:irOllll\!ill1n'\, r..... H'l1l1l1CUmUn, Llcalh 1)1 c\rCUlor, C'h:,)
()e~eudenl w,,, domiciled at dealh in ClImh"r Innd " Counl~, Penns)'lvauia, wilh
h.lI lusl family or principal residert" 325 W.,~ I 0)' ~)r I v)'. :loom .~27
-1-1v"hnni"~burg.. "^ 170SS (",,,, I~\\,', -'\ll') , )
(list mttl, number and rnundpalil)')
()c:.e~Dd~lll'lhen I ()() ye~rs oJ ag,e, died Sopt.JIIIIHlr 7 I ,19 94
UI jL~ IVOS 0)' lJ)') vo, ~IOCn:1I11csllllrg, Pi\ I/OS~ .
Excepl as follows. decedelll did nol marry, lI'as nOI divorced and did not haw a child born or adoplcd
afler execution of Ihe will orrered for probale; was nOlthe viclim of a killing and was never adjudicated
incompelent:
()eecndent at death owne<l properlY with estimaled values as follows:
(If domiciled in I'a.) All personal properlY " ""--,
(If not domiciled in I'a,) Personal properlY in Pennsylvania
(If nol domiciled in I'a,) Personal properlY in COUnty
Value of real estalc in Pennsylvania
situnted as follows:
S 2,700,000.00
S
S
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Non<J
WHEREFORE, pelitioner(s) respeclfully requcsl(s) Ihe probale of Ihe lasl will and codicil(s)
presellled herewith and the grant of leners tostmllontnl'\'
(It'S1amcotary; admlnlmalion c.I.a.: t1thninhlratlon d.b.n.c.l.a.)
theron,
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-iJ_ Gregory I.. Slit! iff
~ i 700 Cr.,ok Ilond
i1.g .J:UIIlIl-1Il.U.." ^ 1 701 I
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }::is
COUNTY OF CUlllherlnnd .
/1.( -::;.-::, $' -
Thc pelitioner(s) above.named swear(s) or affirm(s) Ihallhe stalements in Ihc forcgoing petition arc
Irue and correct 10 Ihe bcSl of thc knowledge and belief of pelitioner(s) a,n<lthal as personal represcn'
laliye(s) of the aboye <lecedenl pelitioner(s) will well all<prllly adntini~rer lilt eSlale according to law,
,/ ! 1:1 . 7'
Sworn 10 or affirmed l.and sUbscribcdC; .~ ..{ '1.<:... (''.i; i. // "
before 1U$ I i.~ 3TH <lay. of I /, : /
~t 'MIJE, .9~_ ,"') _ . \.'
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ReJ:islt;' l- .iL.-(i
ARY C. LEWIS
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Estate of
Kuthr)'1l J.. Slit I i ff
, Deceased
DECREE OF PHOBATE AND GHANT OF LETTERS
SoptollllllJr 70, )4
AND NOW 19~, iu consideralion of the pelitlon on
the reverse 5ide hereof, satisfaclory proof having bcen pre5ellled before me,
IT IS DECREED Ihal the InStrumelll(5) daled Jill)' 7, I!H)2
de5cribed Iherein be admllled to probate and filed of record a51he la51 will of Kuthryn I..
Sutliff
and I.euers 'f'ostlllll(JIltary
are hereby grallled 10 Grol!ory L. Sutl Iff
JJ{!
FEES
Pro bale, Leners, Etc. ...".... S 1110.00
Shon Certilieale5(1 Q "........ S 30.00
Renuaclation ........."..... S
X-Pages S I~.UU
JCP TOTAL _ s l1sf:88
Flied ..... ,S,m~J1q~~. .2,q, . .1 ,g.~~. , , . , . , .
c2c1.-i<./u'x-.<1fJ Pt,(.h.d<- j~<- /,_b...J'
Reaislcro(WiIIs
Victor A. Bihl
David A. Wioll
MARY C.
7J 49
G':tb ~/
LEWIS .tI?J
A1TORNEY (sup, CI, I,D. No,)
109 Locust St., Harrisburg, PA J7101
ADDRESS
(717 J 236-930J
P/JONE
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Letters and order picked up by attorney on 9-20-94.
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anel wheresoever situaten, unto my son, GREGORY r,. SUTLIFF,
absolutely ann in fee simple, if he survives me. If my said son
shouln predecease me, I order and nlrect that my resinuary
estate be nistributecl ann disposen of as provined in Item
Seventh hereinbelow.
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SEVENTH. If my son, GREGORY L. SUTLIFF, should not survive
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me, then and in that event, I orner and direct that my residuary
estate shall be c1istributed and disposed of as follows:
A. I give, nevise and hequeath all the rest,
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resinue and remainder of my Estate, real, personal
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and mixen, whatsoever ann wheresoever situated, unto
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MELLON BANK, N.A., of Harrisburg, Pennsylvania, as my
testamentary trustee, IN TRUST, NEVERTHELESS, to
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hold, manage, invest and reinvest (without limitation
to statutory or so-called "legal" investments) for
the following uses and purposes:
(1) To pay the net income (after payment
of all taxes and expenses of administration) in
quarter-annual payments to SUSAN GORDON SUTLIFF
if she was married to my son, Gregory fh
Sutliff, at the time of his death, for ann
during the term of her natural lifetime, with
the right to apply or expend said Income
directly for the benefIt of said lIfe
heneficiary if, in the sole opinIon of the
Trustee she should become disabled to prudently
manage her fiscal affairs.
(2) Upon the death of SUSAN GORDON SUTLIFF
LAW OFnCCtl
SNtLDAKtn A DntNNtMAN
or if she was not married to my son, Gregory L.
Sutliff, at the time of his death, the principal
of this residuary disposition shall be divided
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into two equal parts, to he hel~ in separate
trusts for the use an~ benefi t of JOHN SUTLIFF
ann KRIATIN SUTLIFF, my son Oregory L. Sutliff's
a~opted son and daughter, respectively, on the
following termsl
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(a) To pay the net income from each
trust (after payment of all taxes and
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expenses of administration) unto the
respective beneficiary, or to apply or
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expend the same directly for the benefit of
said beneficiary if, in the sole opinion of
the Trustee, either beneficiary shouln be
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unable for any reason to prudently manage
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his or her fiscal affairs, until the
respective beneficiary attains the age of
thirty (30) years.
(b) To terminate the respective trust
of each beneficiary upon his or her
attainment of age thirty (30) years and pay
over the then remaining net balance of said
trust (after payment of. all obligations ann
expenses of administration) to the
beneficiary, absolutely.
If either such ultimate remainder beneficiary
shall ha~e attained the age of thirty (30) years
upon the death of the life beneficiary, the
distribution of principal shall he made without
LAW OtFICtD
SNELUA~tn a DntNNtMAN
the interim intervention of the protective trust
provisions above.
If either such ultimate remainder
beneficiary shall predecease the life
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beneficiary and leave lawful issue to survive
him or her, I order and direct that the
residuary disposition attributable to such
deceased heneficiary shall be distributed unto
his or her lawful issue per stirpes hy
representation and not per capita, subject,
however, to the same protective trust provisions
as provided for the named remainder
heneficiaries hereinabove.
LASTLY. I nominate, constitute and appoint my son,
GREGORY f,. SUTLH'F, to he the F:xecutor of this, my Last will and
Testament, to serve without bond or other security as a condition
of qualification hereunder, but if for any reason he should fail
to qualify as such Executor or cease so to serve, then and in
that event, I nominate, constitute and appoint MELLON BANK,
N.A., of Harrisburg, Pennsylvania, to be the Executor hereof.
IN WITNESS \~IlEREOF, I, KATHRYN L. SUTLIFF, have hereunto
set my hand and seal to this, my Lilst Will and Testament which
consists of four (4) typewritten pages to each of which I have
affixed my signature this 7th day of
Nine Hundred Ninety-two (1992).
July A.D., One Thousand
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/1 (1 )U;~AL)
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The preceding instrument, consisting of this and three (3)
other typewritten pages, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by KATHRYN L. SUTLIFF, the Testatrix therein named, as
and for her Last Will and Testament, in the presence of us, who,
at her request, in her presence, a ~i the presence of each
other, have subscribed our names as ltereto.
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LAW Ol'nctlJ
ONt:!..D"''':" ft DntNtltMAN
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REV-736 EX AFP 112-9S*,
COHKONWUl HI Of PENNSYlYANIA
OEPART"ENT or REVENUE
BUREAU OF INDIVIDUAL tAXES
DEPT. Z80601
HARRISBURG, PI l11Z8.0601
ACN 202
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE 01-02-96
ESTATE OF SUTLIFF
DATE OF DEATH 09-07-94
KATHRYN
FILE NO. 21 94-079B
COUNTY CUMBERLAND
L
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT".
REMIT PAYMENT TOI
DAVID A WIDN ESQ
109 LOCUST ST
HBG PA 17101
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE. PA 17013
I
j
HOUSE
A"ount R...lthd
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
R-{v:ijJ;-EX--AFP--(iz:-9Sj-----.-.-NO-fic!f-OF--OETE-RHiN-Afioii-Aiio-AS-SESS-HENif---------------.---.......--
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF SUTLIFF
KATHRYN
L FILE NO.21 94-079B
ACN 202
DATE 01'02-96
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
215.016.15
2. Pennsylvania Inheritanca Tax Assessed
(Excluding Discount and/or Interest)
20B,34B.72
3. Inheritance Tax Assessed by Other Stetes
or Territories of the United Statas
(Excluding Discount and/or Interest)
.00
4. Total Inheritanca Tax Assessed
20B. 3(.8.72
5. Pennsylvania Estate Tax Due
6.667,43
6. Amount of Pannsylvania Estata Tax Provious1y Assessod
Based on Fodoro1 Estato Tax Roturn
6.667.(.3
7. Additional Pannsy1vania Estato Tax Due
.00
TAX CREDITS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST (-)
RECEIPT
NUMBER
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
00
00
00
· ~6RP~!ec6rIT~0~HO~ R~OIT~~RA~EYR~~~E~fDE
( IF TOTAL DUE IS LESS THAN n. NO PAYHENT IS RElIUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOn"
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.'
tcRJ,
PURPOSE OF
HOIICEI
To fulfill tM requlreaan" of Sactlon ZlItS lb. of the InMrUllnu Md E.tata Tn Act, Act U of 1991. 172 P.S.
SuUon ZIItS..
PAYHEHT I
Datach tha top portlon of thl. Hotte. and .ubalt ..Uh yOllr p,y.,nt to tha Raght.r of Willi pdnlad on Iha
rav..r.. .Ida.
n Haka chack or aona., ord.r p..,abla tal REGISTER OF MILLS, AGENT.
All pay.ant. r.c.lv.d ,h.ll b. appll.d flr.t to any Intara.t "hlch ..y b. dua ..Ith any r.a,lnd.r applied 10 the t.~.
REfUND ICRII
A r.fund of . la~ cr.dll .ay b. r.qu..t.d by coaplatlng Iln "Appllcallon for R.fund of pann'Ylvanla
Inh.rHance and Eslat, Ta~" CREY-UUI. Appllcetlon. .ra a..,aUabla .t the Office of tha R.ght.r of Wllh,
any of the ZI Aav.nu. Ol.trlct Offlc.. or fro' the D.p.rt..nt'. Z4-hout .n....rlng ..rvlc. nu.b.r. for 'ora. ord.rlnOI
In P.nnSYlvanla 1-800.S6Z-n50, outsld. Pannnlvanla and ..lthln loul H.rrhburll ar.. (717) 781-10"',
TOO' 17171 77Z-ZnZ IH..rlng 11tP.lnd OnIYI.
OBJECTIONS I Any party In Int.r..t not ..tl.flad ..Ith lhe ........nt 0' t.~ .. .hown on thl. not Ie. ..y obJact ..Ithln
'''tv 1601 day. 01 raulpt of this Hotlce bYI
....rIU." protalt to tha PA D.part.ant of Rav.nua, Bo.rd of App.ah, Oapt. Z8IOlI, n.rrl.burg, PA nua.IOlI, OR
",'actlng to hava tha .aU" dat.ralnad at audit 0' the par.onal rapra..nhtlva, OR
..appnl to tha orphan.' Court
AD"IN.
ISTRATlYE
CORRECTIONS I Factu.l arror. dl.cov.rad an thl. ........nt .hould b. addr...ed In wr.llng to, PA D.p.rl..nt 0' R.vanu.,
8uraau 0' Indlvldu.1 T._a., ATTHI Po.t A.......nt R.vl... Unlt, D.pt. ze060l, Harrl.burg, PA 17121.0601,
Phon. 17111 717.6505. S.. P'lI' 1 0' the booklat "In.tructlon. for Inherltanca Tn Raturn for a R"ldaAt
Oacadant" IREV-UDll for en "IPlan.tlon 0' edatAlllratlval., corr.ctabla arrotl.
IHtERESTI
Addltlonal pann.ylvanla E.t,l. Ta_ a......d .. a r.lult of . chang. on the radar. 1 [.tal. Ta_ clollno
laU., b.CDa.. dallnquant at tha ..plraUDn 0' ona 0) Mlf'Ith frM the ct.t. the IInal notlc. of the lner....
In radaral E.tat. "M I_ r.c.lvld.
Ta_.. which baca.a d.llnquent bafor. January I, 191Z baar Intara.t .t the rat. 0' .IM 16XI parcant par annua
calculat.d at a dilly r.t. of .000164. All ta... ..hlch b.ca.. d.lInquent on or aftar Janulty I, 198Z ..111 b..r
Int.ra.t .t a t.ta which ..III vary fto. cal.ndar ya.r to c.l.ndar y..r ..Ith thlt r.t. announc.d by the PA
O.pltt"nt 0' R.vllMU8. The appllCabl' lnta,..t rat.. for I'az through 199' ara.
'tur 'nt.,...t Iht. nllltv tnt.r...t f-"Ilr.tnr 'tur 'nlar..t Rllt. nllll." 'nt.r..' rllr.tn,.
19az lO:C .01l0S.1 1987 .. .000147
1915 16;( .DDOUe 1918-1991 m .000SOI
1984 11;( .OOUOI 1991 'X .000247
1'lS U~ .ODDIS' 19U-I994 ,X .000191
l,e, laiC .DDDl74 1995-1'" 'X .000l47
ulntar..t h calculat.d .. 'allow. I
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. I..uad ,'t.r the t._ b.co.a. d.llnquent wlll r.llact an Int.ra'I c.lculatlon to flft..n CISI day.
b.yond the d.ta of thli .......ant. If pay..nt h .ada aftar Ih. lntar..t coapulatlon data lhown on the
Notlca, addltlon.1 Inter..t "".t b. calculal.d.
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Invenlory 01 the reo I and pe"onol e.lole 01
Kll th ryn-I..,SlJt Ii f f,
dDcealed.
_.__.__. _______. _.__. - . ._..__.__..__n_____.__.._._._.._._y_.___.__...__.__.___~.._._.__" '_~___.""'.
____. ._..... ._. __..._ ~.__ ___._~__. .....____.____n. _.._.._._. ._....__..._.......__.. _.."
1. 500 Shares /\rco Chern Co. @$49. 3125 $
2. 640 Shares /\TT&T Corp. @ $54.625
3. 424 Shares /\tlantic Richfield Co. @$105.4375
/\ccrua 1 to DOD
4. 800 Shares Bell /\tlantic Corp. @$54.500
5. 900 Shares Bellsouth Corp. @$5B.375
6. 2127 Shares CSX Corp. @$75.000
/\ccrual to DOD
7. 50,000 Chester Cnty P/\ - 12/15/2006 @6.9001
/\ccrual to DOD
B. 1200 Shares /\merican lIome Products @$59.375
9. BOO Shares Corestates I'INI, Corp. @$2B.0625
/\ccrual to DOD
10. 2400 Shares Corning Inc. @$530.35750
11. B12 Shares Dauphin Del" Corp. @$25.2500
12. 50,000 Delaware Cnty P/\ Indl Dev /\uth Rev -
12/1/2001 @7.650%
/\ccrual to DOD
13. 25,000 Delaware Riv JT TL Brdg Comm P/\ Brdg Rv -
7/1/1997 @6.BOO%
/\ccrual to DOD
14. 1500 Shares General glectric Co. - @$49.1B75
15. 600 Shares General Mtrs Corp. - @$ 52.1250
/\ccrual to DOD
16. 125~ Shares General Signal Corp @$35.6B75
17. 400 lIartford Steam Boiler @$44.8125
lB. 3650 II. .1. lIeinz Co. @$36.1B75
19. 100 Shares lIershey Creamery Co. @$1,825.00
20. 1600 Shares Minnesota Mng & Mfg Co. @$54.5625
/\ccrual to DOD
21. 800 Mobil Corp. @$B2.4375
/\ccrual to DOD
22. 300.J. P. Morgan & Co., Inc. @$65.0625
23. 2000 Motorola, Inc. @$53.2500
24. 750 Nordstrom, Inc. @$46.2500
/\ccrual to DOD
25. 792 PNC Bank Corp. @$27.500
26. 75,000 P/\ St Pub Sch Bldg /\u LSg Rev -
11/01/2001 @5.700%
/\ccrual to DOD
27. 25,000 P/\ St Tpk Comm Tpk Rev - 12/01/2000 @6.8001
/\ccrual to DOD
28. 25,000 P/\ St Tpk Comm Tpk Rev - 12/01/2010 @7.350%
/\ccrual to DOD
24,65 .25
34,lJ61.00
44,70 .50
58 .00
43,60 .00
52,53 .50
159,52j'00
93 .88
55,19 .00
79 .42
,
71,25q.00
22,45~.00
24Q.00
72,858.00
20,50j.00
,
I
53,51~.75
1,03l63
26,571j.13
I 316.39
I 73,7811. 25
31'27~:J.00
I 12.00
44,75 .13
17,92 .00
132,08~.38
182,50q.00
87'30~.00
70 .00
65,95 .00
68 .00
1lJ,511L75
106,5011.00
34,68l50
71.00
21,97 .00
74,50 .88
1,50 .13
27,52 .63
45 .06
2B, 44' .00
49 .10
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
IS:
Gregory L. Sutliff, Rxecutor,
being duly sworn, according to law. depo... and .ay. thot h. is.. l:he,~,," .'., _, n,
Executor 01 th. E.tato ol~~_t.~E!'.~~_~,u..~,l.ifE..!...,~a.c~i1~a.d!.,.
lato 01, Lower Allan 'I'ownship, '. Cumborland County, Pa,. doc.o.od and that tho
within is on Inv.ntory modn by him ,_. . ,.,' .'._. tho sold .,.Exec..u.to'J:....._ __
01 tho ontir. ..tot. 01 .ald doc.d.nt, con.istlng 01 all tho p.rsonal proparty and rool ..toto, oxcopt rool o.toto ouhld.
tho Commonw.olth 01 P.nn.ylvanla, and that th. IlgurOl oppo.lto ooch Itom 01 tho Invontory r.pr..ont II'. lair valuo
a. of tho doto 01 d.codent'. d.ath, rJ) -J
SWorn ro_~___ and subscribod bcfaro me,
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huutor
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,.k.omtx:r,fi.>HfI:..,.t,Wli.lAssoCidtionot ~
700 Creak Hoad
Camp Hill, PA 17011
Addr,..
Date 01 Doath
7th
O.Y
,September- ---,.
Month
-- -1-9,9 4----...--..-
YUt
INSTRUCTIONS
I. An invontory must bo filod wllhin throo month. alt.r appointmont 01 porsonal ropro.onlollv..
2. A .upplom.nt Invontory mu.t bn Wod within thirty day. 01 dl.covory 01 oddltionola..ols.
3. Additional .h..1s may be allach.d a. to porsonally or r.alty
4. S.. Articlo IV, Fiduciari.. Act 01 1949.
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29. 25,000 Penn State Univ. - 7/01/2002 @6.750%
Accrual to 000
30. 3600 Pepsico, Inc. @$33.3675
31. 2400 Phillip Morris Cas., Inc. @$60.9375
32. 2544 Proctor & Gamble Co. @$60.062500
33. 1200 Rite Aid Corp. @$20.5000
34. 3080 Schering PLough Corp. @$69.0625
35. 1000 Union Pac Corp @$57.6250
36. 4555 Weis Markets, Inc. @$25.0000
37. 2400 Westinghouse Elec. Corp. @$13.8125
38. 50,000 York Cnty PA - 10/1/2003 @6.900%
Accrual to 000
39. Sutliff Chevrolet Co. - principal debt
Interest to 000
40. Sutliff Enterprises, Inc. - Principal debt
Interest to 000
41. Mellon Bank
Interest to 000
42. 1200 American Home Products @$59.375
43. 900 General Electric Co. @$49.1875
44. 2400 H.J.Heinz Co. @$36.1875
45. 1800 Pepsico, Inc. @$33.3675
46. 800 Philip Morris Cas., Inc.@$60.9375
47. 3080 Schering Plough Corp. @$69.0625
27,390.75
314.06
120,123.00
146,250.00
152,799.00
24,600.00
212,712.50
57,625.00
113,875.00
33,150.00
50,000.00
1,504.58
100,000.00
4,536.99
333,000.00
11,466.71
13,895.28
26.77
71,250.00
44,268.75
86,850.00
60,061.50
48,750.00
212,712.50
TOTAL
$ 3,566,142.65
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fOR DATES Of DEATH AnER 12/J1I9I CHECK HERE
If A SPOUSAL
POVERTY CREDIT IS CLAIMED 0
fill NUMBER
325 wesley Drive,
Mechanicsburg, PA
C:<:..~I, mbp. r 1:\ nrl
IAMCUNT .lC(IV(D IUIIN~UUCT10"dl
Remainder Rlllurn
(for dale. al dealh prior 1012.13.821
federal Elloll Taa Return Required
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1,1, , :":..:' 'I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COUNTY COOE
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C:OMMONWUltH Of PENNSYlVANIA
OlPAIl.IM(Nf Of llEV(NU(
OfPT 180601
HARRISBURG, PA 11178.0bOl
~l'(DUII'~ N...Mf ('A!lT. '1IlSI. AND MIOCLI itll"AU
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SOCIAl UtuIIT'f NUMIU CAlf Of DfAI~
L 207-44-5498 9/7 94
r" ..",,(~..u Hlh'.'hG VO""H' ',""f ;,,,,,.,.1$1 ."'0 ..'COil ..,11"11
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YEAR
NUMBER
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iJ 1. Original Re'urn
o 2,
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Room 327
17055
TOlal Number of Safe Depotil Boul
109 Locust Street
Harrisburg, PA 17101
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Supplemental Relurn
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Fulure lnter.II Compromile
liar dole I of dealh after 12.12.821
i.]: 0 Dl!cedenl Cied Tellale 0 (. OeCllden' Maintained 0 Li'l'ing Trull
IAllacn copy 01 Willi (Allocn copy of TrUll'
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,',.
~1"'MI CCMPlIU MAlliN" AOO_In
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1. Reol Ella Ie (Schedule Al ( I 1
2. Slack, and Bondi (Schedule 8) 12 I
3. Clotely H.ld SlocldPartnenhlp Inlere., (Schedule c) I 3 )
A. Mortgaget and Nollll Receivoble (Schedule D) ( J )
5. Calh, Sank Cepolilt & Mitcelloneous Personal Proper'y (5'
(Schedule E)
6. Jainlly Owned Property {Schedule F) I 6 I
7. T,an.re.. (Schedule 0) (Schedule 1I (7)
8. Tolal Gran Aue" (10101 Unet 1.71
9. Funeral Eapen.es. Administrative CO"I, MhcellaneauI 19)
hpen.el (Schedule HI
10. Oebll. Mortgage llabililiet. liens (Schedule II (101
11. TOlal Deductions (tolalLinet 9 do 101
12. Nel Value of e.lale lline 8 minUI Line 11)
1:J. Charitable ond Govern menial Sequelll (Schedule J)
U. Nel Value Subject to TaK (LIne 12 minuI lInlt 13)
15. Spaulal Transfers (for dalel of dealh oftor 6.30.94)
See Inltruclianl fo, Applicable Percenlage on Re'l'ene (15)
Side. llndude 'tolult from Sch.dule K or Schedule M.I
16. Amounl of lIn" 1 A taKobl. 01 6% rate (16)
(Include values from Schedule K or Schodule M.I
17. Amounl of Line I J taxable 01 15% tOI" (\ 71
(Include valulII f,am Schedule K or Schedule M.l
18, Principolla.ll. dUll (Add lox from L1nel IS, 16 end 17.1
19. Ctedilt Spoulal PO'l'erlY Credit Prior Paymenlt
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3,359,978.74
95,21~.72
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3,284,978.74
x ,06 a
197,098.72
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(201
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> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ ,.,',::'.'1>',"
Under penolli"I of perjury, I declare thaI I have eaamlned ,hil relurn, including eccompan~ing tchedulel and Ilalemenlt, and 10 the bet' of my knowledge and blllief,
il il "Ull, correct and co~plelll. I declar. tho' all real Itllata has been reported of Irue markel value. Oeclara'ion of preparer alhar Ihan the pllrlanal reprelentalive il
baled 0 ij infal Ii n of ...,hich prepar.r has any knowledqe.
SIG 1 'fA ) 511l ',QtllIU""Ci_tTUIN AOOtlfU o...n /. I.
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20. If tine 19 is 91aOler Ih"n Line 18, enler the difference on line 20. This 111h. OVERPAYMENT.
aD
Check hore if VOLt ora roquoltlng a rofund of your ovolpaymont.
21. If line 18 is grealer Ihan Line 19, enlllr the difference on Linll 21. Thll i. the TAX DUE.
A. Enler Ihe inlerel' on the balanu dUll on line 21 A.
a. Enler Ih" lalcl of Line 21 and 21 A on line 21 a. Thil il Ihe BALANCE DUE.
Mak. Check Payable tal Regl.,.r of Wills, Aue"'
{211
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COMMONW(AlTH 0' PfNN,n'VANIA
INHERITANCE TAX RETURN
RU1DENT DECfDfNT
SCHEDULE B
STOCKS AND BONDS
L
FILE NUMBER
ESTATE OF
Kathryn L. Sutliff
(All prop.rtv lolnllv~own.u wllh Right of Survivorship mUll b. dl.c1o.ed on Schedul. F.)
ITEM
NUMBER
1.1.
2.
3.
4 .
5 .
6 .
7.
8 .
9 .
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27,
28.
DESCRIPTION
500 Shares Arco Chern Co. @S49. 3125 S
640 Shares ATT&T Corp. @ S54.625
424 Shares Atlantic Richfield Co. @S105.4375
Accrual to ODD
800 Shares Bell Atlantic Corp. @S54.500
900 Shares Bellsouth Corp. @S58.375
2127 Shares CSX Corp. @S75.000
Accrual to ODD
50,000 Chester Cnty PA - 12/15/2006 @6.900%
Accrual to ODD
1200 Shares American Home Products @S59.375
800 Shares Corestates FINL Corp. @S28.0625
Accrual to ODD
2400 Shares Corning Inc. @S530.35750
812 Shares Dauphin Dep. Corp. @S25.2500
50,000 Delaware Cnty PA Indl Dev Auth Rev -
12/1/2001 @7.650%
Accrual to ODD
25,000 Delaware Riv JT TL Brdg Comm PA Brdg Rv -
7/1/1997 @6.800%
Accrual to ODD
1500 Shares General Electric Co. - @S49.1875
600 Shares General Mtrs Corp. - @S 52.1250
Accrual to ODD
1254 Shares General Signal Corp @S35.6875
400 Hartford Steam Boiler @S44.8125
3650 H. J. Heinz Co. @S36.1875
100 Shares Hershey Creamery Co. @Sl,825.00
1600 Shares Minnesota Mng & Mfg Co. @S54.5625
Accrual to ODD
800 Mobil Corp. @S82.4375
Accrual to ODD
300 J. P. Morgan & Co., Inc. @$65.0625
2000 Motorola, Inc. @$53.2500
750 Nordstrom, Inc. @$46.2500
Accrual to ODD
792 PNC Bank Corp. @$27.500
75,000 PA St Pub Sch Bldg Au LSE Rev -
11/01/2001 @5.700%
Accrual to ODD
25,000 PA St Tpk Comm Tpk Rev - 12/01/2000 @6.800%
Accrual to ODD
25,000 PA St Tpk Carom Tpk Rev - 12/01/2010 @7.350%
Accrual to ODD
TOTAL (Also enler on line 2, Recopilulotion)
(If more 'pace is needed, insert additiona/.heets o( lome lin.)
VALUE AT DATE
OF DEATH
24,656.25
34,960.00
44,705.50
583.00
43,600.00
52,537.50
159,525.00
935.88
55,192.00
795.42
71,250.00
22,450.00
240.00
72,858.00
20,503.00
53,510.75
1,030.63
26,571.13
316.39
73,781.25
31,275.00
120.00
44,752.13
17,925.00
132,084.38
182,500.00
87,300.00
704.00
65,950.00
680.00
19,518.75
106,500.00
34,687.50
75.00
21,978.00
74,500.88
1,508.13
27,524.63
458.06
28,442.00
495.10
SCant.
11'1-110711.(7'''1
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COMMONWULfH O' PENNSYLVANIA
INHlllfANCI YAX InUIN
IIIIDINT DletD_Nf
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Ploa.o Print ar l' 0
FILE NUMBER
ESTATE OF
Kathr n L. Sutliff
IAIl p,.perty 1.lntl.,..wn," wllh th, Righi .f Survlv."hlp mUll b. dllCt.l,d an Sth.dul.. F.I
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Sutliff Chevrolet Co. - Principal debt
Interest to DaD
Sutliff Enterprises, Inc. - Principal debt
Interest to DaD
100,000.00
4,536.99
333,000.00
11,466.71
2 .
TOTAL AI.a ontor on line 4. Reea Itulatlon S
449,003.70
(II more space i. n..d.d, in..rl additional .huts o( Jame size.)
UV-Ullll.I'1I1
ST TE OF
ITEM
NUMBER
~:~
(OMMONWfAUH O. PENN$YlVANIA
INHERITANCE TAX IIffUAN
IIESID[NT CIC(OIN'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
FI E
Plea.. Print or T e
MBER
Kathryn L. Sutliff
DESCRIPTION
1.
A, Funeral Expenllll
Myers Funeral Home - Funeral
2.
Harrisburg Country Club - Funeral Luncheon
1.
B. Admlnl.tratlve CO.tll
2.
3.
4.
C.
1.
2.
3,
4.
5.
6.
7,
0,
Personal Repr.s.nloliv. Cdmml..lon. - Gregory L. SUE-liff
Social S.curlty Numb.r of Porsonal R.pre.enlollve, 177 - 2 4 -7 71) l)
Voar Commissions paid
Allorn.y Fe.. - Wion, Zulli and Seibert
Family Exempllon
Claimant
Addre.. of Clalm,,"1 01 decedent'. d.alh
Slroel Addre..
R.lotionshlp
Cily
Slate
Zip Code
Probale Fee. - Cumberland County Register of \'lills
MI.c.llaneau. Exp.n,oll
Cumberland Law Journal - Advertising
The Sentinel - Advertising
Wion, Zulli and Seibert - copies, postage, notary
fees
Register of Wills - File Inv. & Inh. Tax
Register of Wills - Additional Probate fees
TOTAL (Also .nler on IIn. 9, R.copltulallon)
(II mar. 'poc. I. ne.ded, In.ert additional .h.... 0' .ame .Ize.)
AMOUNT
6,303.00
91.30
72,000.00
5,000.00
1,157.00
40.00
79.42
200.00
28.00
315.00
595,213.72
'IY.ISllU.!J'7j
ESTATE OF
ITEM
NUMBER
ITEM
NUMBER
1,
2.
J...2..'~l\
~V.u;
COIolIolOt.wt"UH 0' 'ft.iNHI......t~'..
IN"UnANCltAx I"UIN
'UIDINt DfCIDIN'
I SCHEDULE J
~ BENEFICIARIES
FILE NUMBER
Kathryn L. Sutliff
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
RELATIONSHIP
1,
A. Taxable BoquoIlJ:
Fred Collins
627 Sandra Ave.
Harrisburg, PA 17109
Barbara Tell
1675 Coachlight Drive
New Berlin, Wisconsin
Gregory L. Sutliff
700 Creek Road
Camp Hill, PA 17011
Son
Residuary estate
$ 25,000.00
2.
$ 50,000.00
3 .
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Goyernmental Bequellll
Presbyterian Church of Mechanicsburg
304 E. Keller Street
Mechanicsburg, FA 17055
Health Care Endowment Fund of Bethany Village
Retirement Center
325 Wesley Drive
Mechanicsburg, PA 17055
5,000.00
100,000.00
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.. enler on line lJ, Recopllulo.lon)
(If mar. .pan Is needed, Inurt addltlonal.h..ts of same ,'ze)
S 105,000.00
into two equal parts, to be held in separate
trusts for the use and benefit of JOHN SUTLIFF
ano KRISTIN SUTLIFF, my son Gregory L. Sutliff's
adopted son and daughter, respectively, on the
following termsl
"-.
......
, J
'..'...J
" .,
".....1
......,j
(B) 'ro pay the net income f rom each
trust (after payment of all taxes and
expenses of administration) unto the
respective beneficiary, or to apply or
(t\'
,
v
expend the same directly for the benefit of
"
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said beneficiary if, in the sole opinion of
the Tr"stee, either beneficiary should be
unable for any reason to prudently manage
his or her fiscal affairs, until the
--J
"
respective beneficiary attains the age of
thirty (30) years.
(b) To terminate the respective trust
of each beneficiary upon his or her
attainment of age thirty (30) years and pay
over the then remaining net balance of said
trust (after payment of all obligations and
expenses of administration) to the
beneficiary, absolutely.
If either such ultimate remainder beneficiary
shall have attained the age of thirty (30) years
upon the death of the life beneficiary, the
distribution of principal shall he made without
the interim intervention of the protective trust
provisions above.
If either such ultimate remainder
LAW o"ler.
3tllL."llth " D"lHtll"MAIl
beneficiary shall predecease the life
-3-
beneficiary and leave lawful issue to survive
him or her, I order and direct that the
l"osiduar}' disposition attributable to such
deceased heneficlary shall be distributed unto
his or her lawful issue per stirpes by
representation and not per capita, subject,
however, to the same protective trust provisions
as provided (or the named remainder
heneficiaries hereinabove.
I,AS1'I,Y. I nominate, constitute and appoint my son,
GREGORY I,. SUTLIFF, to be the Executor of this, my Last will and
Testament, to serve without bond or other security as a condition
of qualification hereunder, but if for any reason he should fail
to qualify as such Executor or cease so to serve, then and in
that event, I nominate, constitute and appoint MELLON BANK,
N.A., of Harrisburg, Pennsylvania, to be the Executor hereof.
IN WITNESS WHEREOF, I, KATHRYN L. SUTLIFF, have hereunto
set my hand and seal to this, my Last will and Testament which
consists of four (4) typewritten pages to each of which I have
affixed my signature this 7th day of July A.D., One Thousand
/
,it. /, 17"
110, '1-(,/ ,t... '
Nine Hundred Ninety-two (1992).
\ /,1,
/ I ('( :t (SkAL)
-'
The preceding instrument, consisting of this and three (3)
other typewri tten pages, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by KATHRYN L. SUTLIFF, the Testatrix therein named, as
and for her Last will and Testament, presence of us, \~ho,
at her request, in her pr.esence, and presence of each
other, hnve BUbscribed our nnmes as reto.
LAW OPrIl;t.
S'U::UAKln ft n,u:mn:MAtf
~ '.
~"........
9~
-4-
.
COHHoN~mlll.1'1I 01" PF.I1NSYINIIlII^
SA.
COUNTY
01"
CUHIlF.Rl.TlND
We, KlI'rllRYN I.. SUTI.IPI', IUCIITlRD C. SNI~LIlIIKER and PIITRICIII
J. TIIOMSON, the Testa trl x and the wi tnesses, respecti vely, whose
names are signed to the attached or foregoing instrument, being
(Irst duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and executed the instrument ns her
Last Will and Testament and that she had signed willingly, nnd
that she executed it as her free and voluntary aot for the
purposes therei n expressed. and tha teach o( the wi tnesses, In
the presence and hearing of the Testatrix, signed the Will as a
witness and that to the hest of his or her knowledge tho
Teatatrix was at that time eighteen years of age or older, of
sound mind and under no
constraint or
/)
undue influence.
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tness
(Y;;A~,;'" r(?, :::/.,Lt:I'n".:J~/
. W tness
Suhscribed, sworn to and acknowledged hefore me by KA1'IIRYN IJ.
SUTLIFF, the Testatrix, and subscribed and sworn to before me by
RICIITlRD C. SNF.LIlIIKER and PIITRICIII J. TIIOMSON, witnesses, this
7th day of Jlll.y, 1992.
a .,
t' t-.Q.,,-;
, p~_;....-_ "'. /O.....~...~1'l
Notary Publ 0
LAW D'''Ct_
SfltLnAlCl" t. DnrIlNE"'''N
NoliV~llSf!al
C.'lUWiM (!, ~I. Not.1ty I'ub'e
f I"" ;K:!,tVl1 Uoccx.1Jh.COll1OOli3t'dCoonty
';\'Cq1V1.~O'l E'pf(~S Feb_ 27.1994
;7-:~:;':'!f, ~(i'IlS.,t"O\I.tt /ll.sO........,lM 0 tiJt.1nOS
I /
.
DAVID A, WIDN
FRANCIS A, ZULLI
JEAN D SEIBERT
LAW OFFICES
~:J1t1d; (( ~h
109 LOCUST STREET
P.O. BOX 1121
HARRISBURG, PENNSYLVANIA 17108,1121
17171 2389301
11111232.1488
FAX 17111238<1100
VICTOR A, BIHL
RDBERTJ, TRACE
OF COUNSEL
20 WEST MAIN STREET
HUMMELSTOWN, PA 17038
11171 006,2501
May 30, 1995
Register of Wills Office
Cumberland County Courthouse
Carlisle, Pennsylvania 17013
Re: Estate of Kathryn Sutliff
Ladies and Gentlemen:
In connection with the above estate, enclosed are the
following:
1. Copy of the Federal Estate tax return to be filed by June
5, 1995.
2. Check of the estate made payable to the Register of Wills,
Agent for $208,348.72 in payment of the Pennsylvania Inheritance
Tax, to be credited on the official receipt under ACNI01.
3. Check of the estate made payable to the Register of Wills,
Agent for $6,667.43 in payment of the Pennsylvania Estate Tax, to be
credited on the official receipt under ACN201.
Would you please call our office when you have the official
receipt prepared and we will pick it up as we want to be sure we
have it when we file the Federal Estate tax return.
Very truly YOfrs,
/' ,L'~'J( (AI A,f,Io~
f/--.-/" Il
David A. Wion
DAW:al
Enclosures
cc: Gregory Sutliff
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'II- '~ 1,::) " Ii
/REV-1S47 EX AFP (12-941*'J l
J / CO""OHWUIIII 0' II( NHS't'l VANIA ACN
V O[PANIKIHIOf NIVIHUI NOTICE Of IHIlERITANCE TAX
IIUIU AU 01 INDIVIDUAl Turs i f APPRAISEHEHT. AllOWANCE OR DISALLOWANCE
E~;;;i~~>- ~~~.r;;~~o~",cKATUR-'t ~;_~~~~~IO::~ND,,_~~.:s~NrF~;L~;O~. ,DA:r.:r_;~;~;~'_~~
DATE OF UEATH 09-07-94 COUNTY CUHBERLAND
(,' 'J 7'/ ..f.,'
i'.l I
, C'
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101
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TIlE UPPER PORTION OF TNIS FORH WITIt YOUR TAX
PAYttENT TO TIlE REGISTER or WILLS. "AKE CItECK PAYABLE TO "REGISTER OF WILLS, AGE NY"
REMIT PAVMENT TO:
DAVID A WION ESe
109 LOCUST ST
HBG PA 17101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
Aflount R...t H.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iffli: iS4T Eie" -iij:j>n mOo: 94")- NoYi CE - -Ii F -YNHEifiTANc Ii - YAX - A-ppjiii i SEHENT -;-ii L l-liwAifcli- iili n -- - _m_ - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SUTLIFF KATliRVN L FILE NO. 21 94-0798 ACN 101 DATE 04-10-95
TAX RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. Red E.t.t. (Schedul. A) 11)
2. Stocks and Bonds CSchedule OJ (2)
3. Clo..ly Il.Id stock/P.rtnership Int.,...t (Schedule C1 (3)
4. Hortgage./Notes Receivabl. ISchedul. D) C4)
S. Cash/Bank Deposits/Hi.c. Parsonal Property ISch.dule E) CS)
&. Jointly Owned Property (Schedule FJ C&)
7. Tren.fers (Schedule G) 17)
8. Total As.ats
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. Funeral Expenses/Adn. Co.ts/Hlsc. Expense. CSchedule H) 19)
10. Debts/Hortgaga Liabiliti.s/Lians (Schedule I) 110)
11. Total Deductions
12. Nat V.lue of Tax R.turn
13. Charit.ble/Governnant.l aequa.t. (Schedula J)
14. Net Value of E.tat. Subject to Tax
CHANGED
00
l~
_1 L
,00
3.103.216,90 ..
.00 ;u
449,003,70 \',
13.922,05
,00
:1 i. .00 '..1
IS)-J
95.213.72
5.950.19
Ill)
112)
113)
114)
"
--.;:0
'"
3.566.142,65
I 01.16~ 9T
3.464.978,74
105.000,00
3.359.978,74
NOTE:
14, IS and~or 1&, 17 and 18 will
returns assessed to date.
If an assessment wss issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Anount of Lin. 14
1&. Anount of Line 14
17. Anount of Lin. 14
18. Principal Tax Du.
at Spousal r.t.
t.xabl. at Lineal/Cl..s A rate
t.xabl. at Coll.t.ral/Cla.. Brat.
IISl
11&)
1171
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT I')
INTEREST I-I
.00 X .03.
3.284.978.74 x.06.
75.000.00 X .15.
IIBl
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
PAVMENT MUST BE MADE BV 06-08-95*.
. IF PAID AFTER DATE INDICATEO. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
197.098.72
11.250.00
208.348.72
.00
208.34B.72
.00
208.348.72
I IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.>
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D AA 047819 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
\'
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~(Y l1'J.I~~!.~ "'..
RECEIVED FROM,
fJ
ACN
ASSESSMENT Ii'
CONTROL ...
NUMBER
AMOUNT
DAV 11) W IllN IWQ1I1 RE
POBOX 1 IE! 1
109 LOCUST 5TREF.T
HAnn 1 GIll/RG PA 1 '7 1 ('L1
JOI
'JoC:VIJ' , .,j'iU. 'c
1010"'" .
SSN 207-1,1,-51.98
(fIRSTI IM'I
-" --.OI}./.O'l./.!1J._____,.____,__.
REMARKS
~ TOTAL AMOUNT PAID __...H1Q!!,3'IJ!!..?P
c~,
GREGORY L UU1LIVF
SEAL
CHECKII lOll>
'}
RECEIVED BY :"~---ml.'r---
SIO It UIl
REGISTER OF WILLS
MAn v C. LEWIS
m:Glsrufl OF WILl.5
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v'"S 7'1'-', ,.'
REV-1607 EX AFP (12-94*
COHHONWULTIt Of PEHNSYLVAHIA
DEPARlMENT OF PEVENUE
BUREAU Of INDIVIDUAL TAXES
DEPl. la0601
HARRISBURG, PA 11IZ..0601
(I) i
- ()~-
,a! _ 23-'- cl
IACN 101
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 06-19-95
ESTATE OF SUTLIFF KATHRYN L FILE NO. 21 94-0798
DATE OF DEATH 09-07-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAK
PAYHENT TO THE ADDRESS SHDWN, HAKE CHECK PAYABLE AND REHIT PAYHENT TDI ,
DAVID A WION ESQ
109 LOCUST ST
HBG PA 17101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
Allount R.llltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
R-iv=i6iij-Eif-AFii-riif:94i-------...--iNifERiifANC-i-fAif-sriifEHifHf-o-F-AC-Couiif--.-..---------------------
ESTATE OF SUTLIFF KATHRYN L FILE NO. 21 94-0798 ACN 101
THIS STATEHENT IS PRDVIDED TD ADVISE DF THE CURRENT STATUS DF THE STATED ACN IN THE NAHED
ESTATE. SHOWN BELDW IS A SUHHARY OF THE PRINCIPAL TAK DUE, APPLICATION OF ALL PAYHENTS.
THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE 06-19-95
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-03-95
PRINCIPAL TAX DUE, .,,_,..,0 208 , 348.72
PAYMENTS (TAX CREDITS) I
PAYMENT
DATE
05-30-95
RECEIPT
NUMBER
AA047819
DISCOUNT (+)
INTEREST (-)
.00
20B .348.72
AMOUNT PAID
I:.' ';:~
("-J
N
::::1
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C'L
a:
III
~\
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ijo
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
208.348.72
.00
.00
.00
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl.
HO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS A "CREOIT" ICR).
YOU HAY BE DUE A REruHO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
/4
REV-483 EX AFP (12-9_)
COKHONWrAlfH Of P[NNSYlVANIA
OCPAATHfHI Of REVENUE
IURUU OF INDIVIDUAL tun .
O(Pt. UUD!
IIAARIUURG, PI I1UI'D6Gl
/' V -.;/3,f.~ / cJ
ACN 201
to V-'
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX 8ASED ON FEDERAL
ESTATE TAX RETURN
DATE 07-03-95
ESTATE OF SUTLIFF KATHRYN
DATE OF DEATH 09-07-94
L
FILE NO.2) 94-0798
COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION Of THIS fORN WITH YOUR TAX
PAYNfNT TO THE REGISTER Of WILLS. NARE CHECK PAYABLE TO "REGISTER Of WILLS, AGENT",
REMIT PAYMENT TOI
DAVID A WI ON ESQ
109 LOCUST ST
HBG PA 17101
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE. PA 17013
I
HOUSE
A.ount R..t t t.d
CUT ALONG THIS LINE ~ RETAIN LOIIER PORTION FOR YOUR FILES ....
Rifv:483--EX--AFP--ii2~94j-----.-.-No-ficif-OF--PETE-RHiiiAfio-H-AN-P-AiisESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF SUTLIFF
KATHRYN
L FILE NO.21 94-0798
ACN 201
DATE 07-03-95
ESTATE TAX DETERMINATION
1, Credit For Stete Death Taxes as Verified
215.016.15
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
208.348,72
3. Inheritance Tax Assessed by Other States
or Territories of the United states
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assassed
208.348.72
6.667.43
5. Pennsylvania Estate Tax Due
TAX CREDITS I
PAYMENT
DATE
05-30-95
RECEIPT
NUMBER
AA047820
DISCOUNT (+)
INTEREST (-)
,00
AMOUNT PAID
6,667.43
TOTAL TAX CREDIT 6.667,43
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE .00
-IF PAID AfTER THIS DATE. SEE REVERSE SIDE lIf TOTAL DUE IS LESS THAN U. NO PAYHENT IS REQUIRED
FOR CALCULATION OF AGOITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
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STATUS REPOHT UNDER RULE 6.12
Name of Decedent:
Kathryn L. Sutliff
Date of Death:
'l/7/'lJ
Will No. 21-94 -798
Admin. No.
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:
1. State whether administration of the estate is complete:
Yes x 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 No x
b, The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes x 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 [at~ached :0 thisereport.
Date: 1/18/96 ' 1(j;(I_,~('(j ,), I LO',"
Signature
David A. Wion. Esquir~
Name (Please type or print)
109 Locust Str~~t
Address
Harrisburg. PA 17101
( 711-236-9301
Tel. No.
(MAH: rmf/ AM3)
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