HomeMy WebLinkAbout94-00851
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PETITION FOR GRANT 01<' LETTERS OF ADMINISTRATION
Estate of .TOlUl ~~. JillllTZ
also kl/lJIVI/ us
No. _6)/- 91/ - 8'51
To:
DI.'("('USl.tI.
Social Semrlt)' No. 191-05-B500
Kcglslcr or Wills ror Ihc
COlllllY or Cumborland In Ihc
COl1ll1lonwcuhh or Pcnnsylvunlu
Thc pClhlon or Ihc undcrslgncd rcspcclrully rcprcscrlls IhUI:
Your pClhloncr(s). who Is/urc 18 ycurs or ugc or oldcr. uppl i A"
ror Icllcrs of udl1llnlslrutlon
on Ihc cslUIC or
(d.h,n.; VClld~nle IlIe; durallle uh,crlllil; dllUlIllc mlnorlralc)
thc abovc dcccdcnl.
Dcccndcnt wus domlcllcd UI dcath In Cumberland CounlY, Pcnnsylvanlu. whh
"" R lust fumlly or prlncipul rcsldcncc III :;126 Glondale Drive. Shiromanatowll, PA
(LoHer Allen Townahip) lIil. "'<<1. IlUIIlh<r ond munlclpolllY)
Dcccndcnt,lhcn 78 ycurs or agc, dlcd A nril 7. . 19 9L~
utRenova Rehabilitation Center. Meohanioabur~. FA
Dcccndcnt UI dculh own cd propcrty whh cSllmutcd vulucs us folllows:
(If domlcllcd In Pa.) All pcrsonul propcrlY
(If not domiciled In Pu.) Pcrsonul propcrty In Pcnnsylvanla
(If nOI domiciled In I'll.) Pcrsonal propcrty In County
Valuc of rcal CSllllc In Pcnnsylvunlu
shuated as follows:
$ 12.000.00
$
$
$
Pcthloncr_ aftcr u propcr scurch hu.ll- usccrlulncd thlll dcccdcnllcft no will and wus survlvcd by
thc following spousc (If any) and hclrs:
Namc Kclallonshlp Rcsldcncc
Vi inio M Kurtz
HUe
2 Glen a e I' ve
Shiromanatol~ FA 7011
THEKEFOKE. pClhloncr(s) rcspcclrully rcqucsl(s) Ihc grum ur ICllcrs or IIdmlnlslnlllon In thc
upproprllllc form 10 Ihc undcrslgncd.
i ~ - ., 'n~
i~ ~~1~~';, I\urtz b
'" c 326 Glendale JJrj.ve
l~ ShiremanatoHn. l'A 17011
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/4-;>39- .3
OATH OF PERSONAL REPRESENTATIVE
Thc pClhloncr(s) IIbovc-nurncd swcur(s) or ufflrm(s) lhlll lhc
stalcmcnts In thc forcgolng pClltlonllrc Iruc IInd corrccllo thc bcsl
of thc knowledgc IInd b"lIcf or pClltloncr(s) IInd thut as pcrsonal
rcprcscnlatlvc(s) or Ihc IIbovc dcccdcnt pCIItIOllcr(s) will wcll and
truly admlnlstcr lhc cslatc IIccordlng 10 IlIw.
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COMMONWEALTH OF PENNSYLV ANIA
COUNTY 01<' CUHBlmMllD
subscribed
duy of
9~
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a.
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Register
C. LEWIS
No. 21 - 94 - B51
Estate of
JOHN E. IillR'fZ
I Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW OCTOBER 5. 192!1:...-, In consldcrallon or thc pctltlon on
thc rcvcrsc sldc hcrcof, slltlsruclory proof hllvlng bccn prcscnlcd bcforc mc,
IT IS DECREED thut Virr::inia H. Kurtz
IS/llrc cnlltlcd to Lcllcrs or Admlnlslrutlon, und Inllccord with such finding, LCllers of Administration
urc hcrcby grunt cd to Virn:1nill. H. Kurtz
In thc cslUIC or J onn E. Kurtz
'~~;IL~~~9m.~.
Register or Wills
MARY C. LEWIS
FEES
Lellcrs or AdmlnlslrullolI ..... $ 50,00
Shorl Ccrtlficatcs( 1) . . . . . . . . ., $---1...00-
Rcnunclatlon ................ $
JCP $~OOL
TOTAL _ $ 5B.00
Fllcd ...... .OCTOBER. 5.. " A.D, 19-9A_
J. Robert Stauffer (06356)
^'ITORNt!Y (Sup. c.. 1.1). No.)
Harltet Square Bldg.
-M"ul,..nlcsL,A6Ul\tsl". 1 'j'055
717-766-9673
1'1I0Nt!
Mailed letters and order to attorney on 10-5-94.
1I111\~'" U\ """
This b 10 (L'IIi!,)' Ih.1l tIll' illforll\.lIillll !It'll' ~i\(:1l is WHt'l'II) Illpinl hUIIl .11\ ori~:ill;d I l'rrifirJu' nl dl..III,' .dul)'
1.11(,11 Hl'cbll'ilr. Tlw original nuiJil\lll' ldlllx' flll"W;Jltbl to dll' St.lIl' Vit.d Hl'lIIrtl, ()ltlll' fill l'l'IllI;JlIl'lll f1hllg.
Iih.d Wilh IIW ,I"
WARNING: Ills lIIe9alto duplicate this copy by photostat or photograph.
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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21 - 94 - 851
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CERTIFICATION OF NOTICE UNDER RULE 5.6!al
Name of Decedent: JOlIN E. KURTZ
Date of Death:' April 7. 1994
Will No,
1994-00851
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court :Rules was served on' or mailed to
the following beneficiaries of the above-captioned estate on
Dot. r5. 199h :
Name
Address
Vir~inia M. Kurtz-216 Glendale n~iVA, Shiremanstown. PA 17011
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except None
Datel Ootobor 14. 1994
Ci)/ : -. "?Iv ~k
Si9~~ --;;;
Name Virginia H. Kurtz
Address 236 Glendale Drive
ShiremanstoHn. PA 17011
Telephone! 1717-737-7077
I-
. ,
Capacity: x
Personal Representative
Counsel for personal
representative
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________.______..___ __ ~__~_ --..:.. .._4.. _.._ __________
RECEIVED FROM,
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ACN
ASSESSMENT I!'
CONTROL 1;,1
NUMBER
AMOUNT
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L 'O(DHlI'
STAUFFER J ROBERT
MARKET SQUARE BUILDING
101
.::100.4&
MECHANICSBURG PA 17033
'O(DIIII'
ESTATE INfORMATION,
R
a
m
II
m
21-1994-0831
A
SSN 191-03-8300
REMARKS
m TOTAL AMOUNT PAID
.300.46
REGISTER OF WILLS .
MARV C. LEWl
REGISTER OF WILLS
VIRGINIA KURTZ
SEAL
CHECK" 284&
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1(1- ..)39" 3
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMQUWrAlIll or f'WHSYlVAtlIA
OlrARIMUII or RlVfNUr
bfn 210601
IlAUIUUAO 'A 1112.0601
efDINI" UAMt: IlASl. f11u:-mo MIDOlE INITIAll
'OR DATlS O' DIATII AnlR 12/31/91 CItICK HII.
If A SPOUSAL 0
POYIRTT CRIDI. IS CLAIMID
iiiiNUMBII --------
/ 'Iff' ~"rS-1
COUNTY CODE YEAR NUMBEr
,
326 Glon~ule Dvlva
Shirolnanotolm, l'A 17011
lmH'l'il, JolU1 B.
rou.nICUlilI"IlUMII'--~5mll'1iTA.m---l5Afru' 1iIII,--
],')1-05-0500 11~/7/()11. I 9/20/15 (""r
l:lll I. Original Return 0 2. Supple menial Relurn
o A. Limited Ellal. 0 040, Future Inlerett Compromls.
(far dale. 01 dealh afte, 12.12.B2)
o 6. Deeedenl Died To"ale 0 7. Decedent Malnlalnod a living Truil
(Anach co of Will) (Anach co of Tru.1
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BI DIRECTED TO.
m t<mFllInlAll1lmAlililm
J. Hobort Stuu!'l'er, Atty. J.lal'ltet Square Bldg.
mtmotlI1lUMil. Heohnnicaburg, l'A 170$$
Gumbel'lnnd
o 3. R.malndor Rolurn
(far dol.. of d.olh prlor.o 12.13.B21
o 5. Foderal E.lolo To.
R,turn Required
Q... B. Tolol Number 01 Solo D.po.11 Ba...
O,9~L
14,l:J$ .60
0.00
0.00
0,00
0.00
0.00
("1(-'
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'1 Bf
14,1.3~.60
1. Roal E.la'. (Schedule AI ( I)
2. Slac~. and Bond. (Sch.dule B) ( 2)
3. Clo.ely Hold Slac~tPa'ln.nhlp Inlere.t (Schedul. C) (3)
A. Mortgage. and Nol.. Rocelvoble (Schedule 01 ( A)
5. Ca.h, Bank Depo.lI. & Mllcellaneou. Penonal Property( 5)
(Sclledule EI
6. Jalnlly Own.d Properly (Sch.dule 'I
7. Tran.l", (Schedule GI(Schedule L)
B. Talal Gran Ane" (tolollln.. 1.7)
9. Funeral Expon.e., Admlnhtratlvo COlli, Mlle.lloneoul ( 9)
E'p.n.e. (Schedul. HI
10. Deb.., Mortgage L1obllitl.., LIen. (Schedule I) (10)
11. Tolal Deduction. (10101 line. 9 & 101
12. Nel Value of E"ole(lIne B mlnu.line 11)
13, Charitable and Governmental aeque." (Schedule J)
IA. Nel Value Sub ect to To. line 12 mlnu.lln. 13)
15. Amount 0' line 1 A taxabl. 01 6~b rale
(Inelude valu.. I,om Sch.dule K or Schedule M.)
16. Amounl of line 1A loxablo 01 15% ralo
(Inelud. valu.. 'rom Schedule K or Schedule M.)
17. Prlnclpaltax due (Add 10' Irom line IS and from line 16.)
1 S. Credih Spousol Poverlr. C,edil Prior Parmonll Discount InlerOlI
0.00 + 0.00 + 0.00 0.00
19. ff IIn. 18 h g,eater Ihan line 17, enler Ihe djfference an line 19. Thh l'lhe OVERPAYMENT.
eo
20. ff IIn. 17 I. grealer than IIn. lB, enter tho difference on line 20. Thh h Ih. TAX DUE.
^' Enler ,hi Inter..' on the balance due on line 20A.
B. Enler Ih. 10101 of line 20 and 20A on line 20B. Thl. h Ihe BALANCE OUE.
Mako ChICk Payabl. ro, Roghler 01 Will" Agont
... BIIURI TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHICK MATH..' H',':'." );; .7.>';~"'"
Under ronolll.. of perlury. I dedar. thai I havo oll.omlnod thl, relur", Inc:ludlng accompnnyln9 IChll'dul.. and Ilalomonll, and 10 Ihe b..t of my .nowlodge and beU.f.
III. true. (Ou.ct and complelo, I dodar. thot all '001 oUole hat b..n ,oporled oltru. morhl yuluo, Dedurallon of pr.pnf" olh., Ihon the p.nonol ,eprl..nlatlve I.
bo.ed Oil u!lln'olmntinn of which prepar.r ha. ony Ilnowledo..
Ji~r~m.!Ofrm~fl!lm~!:m~Ill!" ;l00A!S'326 Glendale Drive OAII
~~....,.~..c..- '0;Y~~-jr- Shiromanatoun, l'A 17011 jtJ" /5" -J'Y
I ~n){~'ft:,.m!'0J'll AIiliIll'I.!nrJcet SquarD Bldg. OAlI
~ ~L~ Ilechanlcobu~~ PA 1705'" Ld -/4/- 9r
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( 6)
( 7)
...!1J 128.00
(11)
(12)
(13)
IA
9,128.00
5,007.60
0.00
5,007.60
300.
0.00
(IS)
:J ,007. 0 K .06.
0.00
0.00 K .15.
(16)
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Chock henD If you qfO ,('qulullng a rofund of your OVOfpOVnlOnt.
300.46
(17)
(IB)
(19)
0000
0.00
(201
(20A)
(20B)
300.46
0.00
300.46
I .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ("') IN THE
APPROPRIATE BLOCKS.
c. retain a reversionary Interest or ....................................................................
,
1. Did decedent make a transfer and:
a. retain the use or Income, of the property transferred, ,..............,.......................
b. retain the right to designate who shall use the property transferred or its Income,
d. receive the promise for life of either payments, benefits or care~ .......................
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate conslderatlon~ If death
occurred after December 12, 1982, did decedent tronsfer property within one year of
death without receiving adequate consideration~ .................................................
). Did decedent own an 'in trust for' bank account at his or her death~......................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
"
UY.ISO) IX. 1'.16)
*
COMMOHwrAlIS O' "HumVAHIA
IHIIIIIIAH I IA. I,IUaN
UStDfH OtCfO NI
UTAn OP
SCHEDULE B
STOCKS AND BONDS
JOllH E. ImR'l'Z
flU1UJMiER
1994-00051
IAII prop.rty lolnlly.own.d wllh Right 0' SUfvlvonhlp mu" b. dlJClolld on Sch.dul. f.l
ITEM
NUMBER DESCRIPTION
I. Series EE, U. S. Savings Bonds, as folloHO:
Issue Date
Dellom Inallon
10/90
10/90
10/90
10/90
10/90
10/90
10/90
10/90
10/90
10/90
10/90
11/90
11/90
11/90
11/90
12/90
12/90
12/90
12/90
12/90
12/90
12/90
01/91
01/91
$1,000
1,000
1,000
1,000
1,000 .
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
..1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
1,000
'1,000
1,000
'.'
VALUE AT DATE
OF DEATH
Serfql Numbor
. " ~
H-43,362,046'-EE - ,j-'" ,~
H-43, 362, 040-EE - 5'11. (D
H-43,362,047-EE':Sr,., 0
H-43,362, 040-EE - 5"'1" , .
H-43, 362, 049-EE " bO". 'd
H-43, 362, 060-EE -5'1' .C,
H-43,362.061-EE-~';.to
M-43,362, 062-EE-~-9'1. ,.
M-43,362,063-EE -s",('
M-43,362,064-EE-~'9,.I.
M-43, 362, 066-EE -S1'. (,
M-43,319, 664-EE - St?O ,~...
M-43,319,666-EE - .)I'u, ~
M-43.319,666-EE-SS-o ,.M
M-43,319. 661-EE - GPo, ,..
M-43,361 , 489-EE ~ sp.o, oM
M-43,381.490-EE- .nrQ, eM!
M-43,361,491-EE':-S5'o. a'
M-43,361 , 492-EE -Slril. at
M-43, 361,493-EE.. ~ l), ...
H-43 ,409, 264-EE - S'ira' M
H-43 , 409,266-EE -,5-&" ...
. M-43, 083, 124-EE - S'lid, crO
H-43,692,413-EE .S5-.. O:::! .
"', .: 'li~ /35i (.0 ".
. , -~-
,
.60
TOTAL (Abo enler on line 2, Reea llulallon
'If more space is n.ecleel, in..rl acldjflonol ,h..,. 01 .am. sin,)
IlVUII'U I,UI
ITEM
NUMBER
,,~:J~'~I\
....w
COMMONWfAUtt Of rWNSYlYANIA
INHUIITANC( lAX .(lUIN
IUIOfNl OlCfOfNl
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI. a "' Prlnl or T .
JOHn E. IruR'l'Z
1991~-008,51
DESCRIPTION
AMOUNT
A, Fun.ral Exp.nill'
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
I.
Hal VOl'aOIl FUnOl'lll HOllie, Somoroo t, pennayl vania,
funeral expenaoa.
Cook tG r.lntz, Ilyerstolln, Pennoylvania, oemetery
lnonUlnont.
1,90,5.00
~l 4,000.00
2.
1.
Admlnlllrallve COlli'
Personal Repre.entatlve Comml..lon.
Social Security Number 01 Personal Repro.entatlvlI
Vear Comml..lon. paid
2.
Allorney Fee. J. !lobOI'\; Stauffer, Esq., attorney's fee.
3,50.00
3.
Family Exempllon
Claimant Virginia H. Kurtz Relatlon.hlp \'/ife
Addre.. of Claimant at docedent'. death
Slreet Addre.. 326 Glendale Drive
City ShiremanatOlm, Slale PA Zip Code 17011
2,000.00
Probate Fee. Register of \'/illa of Cumberland County,
Pennsylvania, Lotters of Adminiatration.
Mllc.llan.oul Expenl.l.
!leglator of \.,rilla, filing Pennsylvania Inhel'itanoe
'l'nx !leturn.
,58.00
1,5.00
TOTAL (AI.o enler an line 9, Recapltulallon)
(If more Ipac. I. n..d.d, Inl.rl addltlonallh..ll of lam. II...)
S 9,120.00
.. '.
IIY.IUJlltIH1)
.
(OMMOUWIAltll Of "NtUnVAUIA
INHIIUANCI'''' .nUIN
,,,IOINI DlttDIHI
SCHEDULE J
BENEFICIARIES
fiLE NUMBER
JOJIII g. !U1R'fZ
1994-000S1
ESTATE Of
ITEM
NUMBER
NAME AND ADDRESS Of BENEfiCIARY
RELATIoNSHIP
AMOUNT OR
SHARE Of ESTATE
A. To Koble O.qU..hl
l.
VIRGINIA H. Ja1RTZ
236 Glendale Drivo
Shiremanatown, PA 17011
I'life
Entire Estate.
ITEM
NUMBER
NAME AND ADDRESS Of BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmenlal a.qultlll
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o ontor on IIno 13, Rocopllulotlon) 5
(If more .pac. I, n..d,d, In..r' additional ,h.ll. of lam. Ilu)
"
REV-1543 EX AFP (8-941*
CO""ONWUlllt Of PENNSYLVANIA
DEPARTMENT Of REVENUE
BUREAU Of INDIVIDUAL 'AMES
PEP'. ze0601
IlARRIUURO, PA 11128-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
ESTATE OF JOHN E KURTZ
5.5. NO. 191-05-8500
DATE OF DEATH 04-07-94
COUNTY CUMBERLAND
NO. 21 94-0851
94154957
12-20-94
TVPE OF ACCOUNT
~ SAVINGS
CHECKING
TRUST
CERTIFICATE
REHIT PAYHENT AND FDRHS TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
FILE
ACN
DATE
MICHAEL M KURTZ
326 GLENDALE DR
SHIREMANSTOWN
PA 17011
HARRIS SAVINGS BANK has provided the DIPart..nt with the Infor..tlon lllt.d balow which has ba.n u..d In celculatlng the
potantlal ta. due. Thalt r.cordl Indlcat. that at thl d.ath 0' the above d.c.dant, you war. a Joint ownar/banaflclarv of thl_ account.
If you f.. I thl_ In,or..tlon I. Incorr.ct, pl...1 obtain wrlttan correction frol thl financial Inatltutlon, attach. copy to thl, for.
and r.turn It to thl above addr.... Thl. account I. tl_Ible In accordance with thl Inharltanc. 'a. law. 0' the Coeeonw.alth u' penn.vlvanl..
Ouectlo~' noV ~w A",~ar"~ hv rAilinG f7171 7ft~-A'77.
COMPLETE PART 1 BELOW M
Account No. 05-61-231570
M M SEE REVERSE SIDE FOR
D.t. 09-21-92
e.tnblJ.had
FILING AND PAYHENT INSTRUCTIONS
'0 In.ur. proper credit to vour account, two
(Z) cop I.. 0' thl. notlc. RU.t accoepanv your
paveent to the Ragl.ter of Will.. "aka chack
payabl. tal "Raglltar of Will., Agant".
Account S.lanc.
Percent Taxable
Anount Subj.ct to
T.x Rat.
Pot.ntial Tax Dua
20,016.13
16.667
3,336.09
.15
500.4r-
TAXPAYER RESPONSE
RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS
NOTICE
K
NOTEI If ta. pay.ant, ar. Rad. within thr.a
e)) eonth' of tha dacad.nt', data of daath,
you ..v deduct . 5X dl.count of the t.. dua.
Anv Inharlt.nc. t.. dua will baco.a dellnquant
nln. e') eonthl aft,r the data of d.ath.
Tox
K
PART
ill
FAILURE TO RESPOND WILL
[CHECK ]
ONE
BLOCK
ONLY
A. E:] Th. abov. Infor.atlon and ta. due II corr.ct.
1. You eay chao.. to r..lt p.y.ant te the Ragl.t.r of Will. with two copla. of thl. notlca to obtain
. dl.count or .vold Int.r..t, or vou ..y check box "A" and r.turn thl. notlc. to the Ragl.tar of
Willa and .n official ........nt will b. I..uad bv the PA napart..nt of Rav.nu..
B. 0 Th. abov. ....t hu baan or will ba reportad and ta. paid wlth tha pann'Vlvanla Inherltanc. 'a. raturn
to b. fll.d by the dacadant'. rapra.ent_tlva.
C. ~ Tha abov. Infer.atlon I. Incorrect and/o~abt. and daductlon. wara paid by you.
You au.t co.pl.te PART [!] andlor PART L!J balow.
If you indicat. a diff.r.nt t.x rat., pl.... .t.t. your
r.lation.hip to d.e.d.ntl
OFFICIAL USE ONLY 0 AAF
PA DEPARTHENT OF REVENUE
PART
~
Till! IIfTlIRN - COMPUTATION
LINE 1. D.t. E.t.bl1.h.d
2. Account a.lanc.
3. P.rc.nt T.x.bl.
4. Anount Subj.ct to T..
5. D.bt. .nd Deduction.
6. Anount Taxabl.
7. Tax Rat.
8. T.. Du.
TAX ON JOINT/TRUST ACCOUNTS
K
PAD
I
2
3
4
5
6
7
8
CLAIMED
OF
1
2
3
4
5
6
7
8_
K
PART
~
DATE PAID
DEBTS AND DEDUCTIONS
DESCRIPTION
AMOUNT PAID
PAVEE
I
.
I
TOTAL CEnt.r on Lin. 5 of Tax Conput.tion)
Und.r p.n.lti.. of p.rjur~, J d.clar. th.t the fact. J
cOMpl.t. to the b..t of ny ~nowl.dg. .nd b.li.f.
;?.#<"t"/-:4;f:;~~/;?!'r:- .>r
TAX~AVER SIGNATURE L)
h.v. r.port.d abov. ar. tru., correct
HOME (-'f./.d) ,....-1,.;.. ,,,""77
WORK (-'I'I.! 1 ;"'.'J'_;'" db'2d
TELEPHONE NUMBER
.nd
l)"~
,',j
.....,~
,
..
(
.
.---....- -
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT .lIh .ppll..bl. In',,'" b."d.n Inf....U.n
nltMllU.d bv th. fln.nc:t.l In.UtuUon.
Z. Inharltanc. t.. b.Co,,' d.llnqu.nt nln. .onth' .ft.r thl dlc.d.nt" data of d..th.
J. A Jotnt eocount I. t..lbl. .v.n though th. d.c.d.nt'. n... WI' .dd.d a. . ,.tt.r of conv.ntanc..
I. A..oun" (In.ludln. 'h.'. h.ld b.....n hU.b.nd end .If.) .hl.h .h. d...d.n' put In j.ln' n...' .I.hln .n. .... p.I.. ..
d..th .ra fully t...bl. .. tran.f.rl.
S. Account. ..tlblt.h.d JointlY batw..n hU.band .nd wl'a ,ora thin on. y.lr prior to d..th .r. not t...bla.
6. Account. hlld bV I d.c.dent "In tru.t for" anoth.r or oth.r. .ra te..bl. fullV.
REPORTING INSTRUCTIONS - PART
1
_ TAXPAYER RESPONSE
I. oLOC. A _ If ,h. Inr.....I.. end ........Ion In ,ho n..I.. ... ....... ond d.du..I.., ... no' b.ln. .1.1..d. pl.'. on ...
In block 'A- .f P..' I .f ,h. -T..p.." ..,p.n..- ....1... Sl.n ... ..pl.' ond ,...1. .h.. .I.h ..u. .h..k f.. .h. ..oun' .f
... .. .h. ...I...r .f will. .f .h. coun" Indl....d. Ih. PA D.p.,...n' .r ....nu. .111 I'.u. .. .ffl.l.l .,'..'..n.
lFor. REY.1541 Ek) upon r.c.lpt 0' th. r.turn fro' thl R.gl.t.r of wtll,.
,. oIDC. 0 _ If .h. ..,.. ,p..lfl.d on ,hl. n..I.. h.. b... .r .111 b. r.po...d .nd ... p.ld .I.h ,h. p.nn..I...I. Inh..I...c.
T.' ..'u.n fll.d b. 'ho d.c.d.n.'. ..p..,.....I... pl... .. .X- In bl..k '0' .r P." I .f .h. -T.,p...' ..,pon..- ,.c.I.., Slo. .n.
..p. ..d ...u.n .. .h. PA D.p.....n' .f ...anu., ou.." .f Indl.ldu.l T.,." D.p' '0...1. H...I,...., PA 171'0,"'1 In .h.
Invalop' provld.d.
I. OLOCX C _ If ,h. n..I.. Inf.r...lon I, In..''''' and/.r d.du..I.n, .r. b.ln. .1.1..d. .h..k bl..k -C' .nd ....1... P.r" , end I
....rdln. .. .h. In,'ruc.I..' b.I... SI.n ... ..pl.' .nd .ub.l. ,h.. .I,h .ou. .h..k f.r ,h. ..oun' .f .., p...bl. .. ,h. ...1.'"
or .111. .f th. .~~t. I~'I.."" th. p. n.r.-t.c.' .f P....n',. .111 I...,. .n ."1.1" c..,"c"". "or' ."1-1'" [Xl u,un ",.1,.
0' tha rlturn frol tha R.gl,t.r 0' Will'.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Entlr th. dlt. th. account orlgln.IIY W" ..tabll.h.d or tttl.d In th. .snn.r ..I.tlng at data 0' dllth.
NOTEI for' d.cldlnt dvlng .ft.r 12/12/a21 Account. which th. d.cad.nt put In Joint n.... within on. CI) y..r 0' d.ath ar.
....bl. rull. ., 'r..,'.r.. H.....r. 'h.r. I' .. .,.lu,l.n n.' .. .,...d ".'" p.r 'ron.f.r.' r...rdl." .f .h. ..lu' .f
th. account or th. nuab.r 0' account. h.ld.
If a doubl. ..t,ri.k (..) app..rl blfor. your first na.. In th. addr." porUon 0' this notlC" th. n,ODO Ililclullon
.lraadV h.. baan daductad frol tha Iccount bllanca a. r.portad by the f1nanclal In.tltutlon.
,.
I.
Entar th. tot.l b.llnca of thl account Including Intara.t .ccruld to the d.t. of d.,th,
Th. p.rc.nt of the account that I. ta.abl' for ..ch .urvlvor I. datar.ln.d a. follow.1
A. Thl parc.nt ta.abl. 'or joint ....t. ..t.bllah.d lor. than on. V..r prior to the dleld.nt'. d..thl
I DIVIDED BY TOTAL HOHlER OF DIVIDED .V
JOINT OWNERS
E..,plll A Joint ....t raglat.rad In tha na.. of
TOTAL HOHlER OF X IDO . PERCENT TAXAlLE
SURVIVINO JOINT oWNERS
th. d.eldlnt end two oth.r parlonl.
I DIVIDEO IV 5 CJOINt OWNERS) DIVIDED IV 2 CSURVIVORS) . .167 X 100 . 16.7X CtAXAILE FOR EACH SURVIVOR)
.. Th. p.rc.n' ..,.bl. f.r ....., .r....d .I.hln .n. .... .f .h. d...d.n", d...h .r ....un.. own.d b. .h. d...d.n' bU' h.ld
In tru.t for anoth.r IndlvldU.ll.) Ctru.t b.naflclarl..)1
1 DIVIDED IV TOTAL NUHIER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXAlLE
[...pl., J.ln' ....un. r.ol...r.d In .h. n... .f ,h. d...d.n' ond ... ..h.r p.r..n. .nd .,..bll.h.d wl'hln .n. ...r .f d...h b.
tha dac.d.nt.
I DIVIDED IV 2 CSURVIVORS) . .50 X 100 . sax CTAXAlLE FOR EAC" SURVIVOR)
I, Th. .ooun' ,..j... .. ... (lln. I) I. d.....ln.d b. ..1.lpl.ln. .h. ....un. b.l.nc. (Iln. ,) b. ,h. p....n' ..,.bl. (1In. .).
5. Ent.r the total 0' thl d.bt. .nd d.duotlon. li.tad In Part 3.
6. Th. ..oun' ....bl. (1In. 61 I. d.....ln.d b. .ub",,'ln. .h. d.b', ond d.dU..I.n, Illn. '1 fr.. ,h. ...un' ,ubj... .. .., Illn. ,1.
1. fntar tn. approprlat. tax retl \lln. IJ .. aatarllnld b.low.
A. for dat.. of d..th occurring aft.r 6/J0/94, th. ta. rat.. far tranlf.r. to ,POUI" .ra e. follow"
I. D.t.. of d.ath nn or aftar 7/1/94 and b.fara 1/1/96 the ratl I. )X.
2. Dlt.. of d..th on or aft.r 1/1/96 and b.for. 1/1/97 thl rata .. 2X.
J. Oat.. of d.ath on or aft.r 1/1/97 and b.for' 1/1/9B the rata 1. IX.
4. Oat.. of daath on or aft.r 1/1/9B tr.n.f.r. to .pou..' will bl ....pt fro' t...
Hotal For d.t.. of d..th prior to 1/1/94 tran.fer. to .pou..' .ra ta.able at 6X.
I. Tran.f.r. to lln.al d..cendant. Including f.thlr, ,oth.r, .on, daughtar, grandchlldr.n, .on-In-l.w,
daughtlr.ln-law, .tapchlld and th.lr I..u. Ir. ta..bl. at .Ix p.rc.nt C6XI.
C. Tran.flra to all oth.r. Including broth.r, .I.t.r, unell, aunt, n.ph.w and nl.c, ara ta.abl' at flfta.n p.re.nt lISXI.
D. If you chang. th. tax rat., pi.... .p.clfY your ralatlon.hlp to tha d.c.dant In th. .r.. provld.d.
I. Th. a.ount of ta. du. (1ln. BI Is datar.ln.d by witlphlng thl a.ount t...bl. Uln. 6) bv tha ta. rata Ulna 71.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowlbla d.bt. and d.duetlon. ara d.t.raln.d a. follow.1
A. V.u 1.0.11. .r. ...pon.lb.. f.r p....n., .r .h. .,.... ,ubj... .. .d.lnl,.r.'l.n b. . p.r..n.1 r.pr.,.n'.'lu. 1, In,ulfl.l.n'
to pav th. d.ductlbl. It....
I. You eotualh paid the dabtl a,..r d..th af the d.cadent and can furnish proof of Plv.ant.
C. D.b', b.ln. .1.1..d ow,, b. 1...lz.d 'ull. In P.r' I. If .ddl.1.n.1 ,p'" I, n..dod. u,. pl.ln p.p.r · I'" ,II". P.oof.f
paV'lnt ,ey b. r.qu..tad by tha PA Dep.rt..nt of R.v,nu..
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
, OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT III
HARRISBURG AT (717) 787-8327. TOOl (717) 772-2252 (HEARING IMPAIRED ONLY)
REV-1543 EX AFP (8-941*
COMMONWEAL lit Of' PENNSYlVANIA
DEPARINENT or REVENUE
BUREAU Of INDIVIDUAL lAMES .
DfPI. lID6DI
IIARAISIURO, PA Hue'OUI
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
MICHAEL M KURTZ
326 GLENDALE DR
SHIREMANSTOWN
PA 17011
NO. 21 94-0851
94154956
12-20-94
TYPE OF ACCDUNT
~ SAVINGS
CHECKING
TRUST
CERTIfiCATE
RENIT PAYNENT AND fORNS TOI
REGISTER DF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
FILE
ACN
DATE
ESTATE OF JOHN E KURTZ
5.5. NO. 191-05-8500
DATE OF DEATH 04-07-94
COUNTY CUMBERLAND
HARRIS SAVINGS BANK h.. provided the Dlp.rt..nt with thl Infor..Uc" 1 "hd bllow which h.. bun used In celcul.tlnll the
potlntllll. tlM dUI. Th,I, r.cordl Indlclt. thet It thl d.,th of thl _boy. dlcld.nt, you w.,. III Joint ownlr/blneflcl.ry 0' thl, lecount.
If you f..l thl, Infor..tlon I. Incorr.ct, pl.... obtain wrltt.n corr.ctlon fro. the flnancl.l Inltltutlon, attach III copy to thl. for.
and ttlturn It to thl 800V' .dar.... Tnll ."c;UUllt I' u'lI.ul. In lII..:cotlJIIIl"" .I'n \I,. .,"I..ll.,'.,. 1..11. "...!,It 1.1... C.....O/....Jtt!,jt ran,.J..I\/or.h..
Qu..tlon. "V ba an.w.r.d bV call1na (7171 787-8527.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 05-61-231582 Oato 09-24-92
e.tabl.i..h.d
Account a.l.nc. 20.014.67
Parcant ralCDbla )( 16.667
A~ount Subjact to Ta. 3,335.85
Ta. Ral. X .15
Pol.ntlal Ta. OUa 500 . 38
PART TAXPAYER RESPONSE
COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ON THIS NOTICE
A. c=J Th. .bav. Infar..tlan and tax due I. carr.ct.
1. You .av chao.. to r..lt pav.ant to the Ragl.t.r of Will. with two cop I.. of thl. not Ie. to obtain
a dl.count or evald Int.r..t, or yoU ..y ch.ck bOM "A" and r.turn thl. not Ie. to the R.gl.t.r of
Will. and an official ........nt will b. I..u.d by th. PA D.p.rt..nt of R.v.nu..
fa In.ur. prop.r cr.dlt to your account, two
IZ) cap I.. of thl. not Ie. 8U.t ecco,p.ny your
p.v..nt to the R.ghter of Will.. "...,. ch.ck
Plvabl. tOI "Regl.t.r of Will., Aa.nt".
NOfEI If t.. pay..nt. ar. ..de within thr..
151 .onth. of th. dec.d.nt'. d.t. of d.ath,
you .ey deduct . S~ dl.count of th. teM du..
Any Inh.rlt.nc. ta. due will b.co.. dellnqu.nt
nln. i9} 'onth. .fter the data of d.ath.
[CHECK ]
ONE
BLOCK
DNLY
B. c:J Th. abuve ....t ha. been or will be reported and te. peld with th. P.nn'Ylvanla Inherltenc. Ta. return
to b. fll.d by the dec.dent'. repr...ntatlv..
C. c=J The above Infor.atlon I~ncorr.ct end/a~ebt. and deduction. .er. Plld by you.
vou .u.t co.pl,t. PART l!J and/or PART ~ b.law.
If you indicat. . diffarant t.lC rat., pl.... .t.ta your
ralation.hip to d.cadantl
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAX RETURN - COMPUTATIOII OF TAX ON
LINE 1. Data E.tab11.had I
2. Account aal.ne. 2
3. P.rc.nt ralCabl. 3 X
4. AMount Subjact to TalC 4
S. Dabt. and Daduction. 5
6. AMount ralC.bla 6
7. ralC Rat. 7 X
8. TalC Dua 8
JOINT/TRUST ACCOUNTS
PAD
1
2
3
4
5
6
7
8
CLAIMED
PART
~
DATE
DEBTS AND DEDUCTIONS
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL CEntar an Llna 5 of TylC COMPutation I
I
.
Undar panaltla. of parjury, I declara that the
eOMP1.t. to t~a ba.t o~ knowl.dge and b.ll.f.
1?u'((tiL''fto:~R''d,t
fact. I hav. r.partad abova ara tru., corract and
HOME (.//IZ 1 ,fr,~,-_~:)'_7/
WORK ("II.!. 1 J1,h-- .:f:5.?cY
TFI.FPHONE NUMBER
GENERAL INFORMATION
1. fAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with applicable Int.r..' b...d on Infor..tlo"
tub,aUld bw thl ,1"."cl.1 InlUtuUan.
Z. Inharltancl tl. bleo... delinquent nln. lanthl ,".r thl dlc.dlnt', dl'l 0' d..th.
J. A Joint ICCount I, tl.abl. Iv.n though thl dlcedlnt" na.. wa. add.d .. . ..ttar 0' conv.nl.ne..
~. Account. Clncludlna tho.. htld batw..n hUlband and wi'.' which thl dlc.dant put In Joint ".... within on. y..r prior to
d..th .r. fulh ...alIla .1 trand.r..
S. Account. .,tab11_had Jolntlv batw..n hUlband and wi'. lor. than on. v..r prior to d..th .r. not ta.,bl..
6. Account. 1,.ld by . daudlnt "In truI' 'Dr" another or athl" .r. tl.abl, fullv.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. aLOCK A . I' thl lnfor..tlDn and co.putallon In thl notlc. .r. corr.ct .nd dlductlon. ar. not bllng cl.l.ld, pl.c. ~ "X"
In block "A" 0' P.rt I 0' the "Taxp.v.r RI.pon.." 'Ictlon. Sign two cop II' .nd .ub.lt th.. with your chick 'or the .aount of
tlM to the R.gl.t.r of willi of the county Indlc.t.d. Th. PA D,plrt.lnt of Rlv,nu. will I..u. an offlcl.l ........nt
IFor. REV.IS41 EX) upon r,cllpt of thl r.turn fro. the RIgl.t.r of will..
l. aLOCK a - If thl ....t .paclfl.d on thl, notlc. h.. ba.n or will b. r.port.d and taM p.ld with the P.nn'Ylvanla Inh.rlt~c.
TaM Rlturn fllld bV thl d.c.d.nt'. r.pr...nt.tlv., placa In "M" In block "I" of P.rt I of the "T,xplv.r RI.pon.." 'Ictlon. Sign onl
copy and r.turn to the PA O.part.lnt of RIVlnu., luralu of Indlvldull TIX", Dlpt 210601, Hlrrl.burg, PA 111,a-0601 In the
Invllop. provldld.
5. ILOCK C _ If the not leI Infor.atlon I. Incorr.ct and/or dlductlon. Irl bllng cl.I..d, chick block "C" and co.pl.t. P.rt. 2 and 5
Iccoralng to thl In.tructlon. b.low. Slon two cup II' and .ub.lt th.. wltn vour cn.c<< for tn. ..aunt af tlX plv.al. to tne R.gl,t,r
0' Will. of the county Indlcat.d. Th. PA D.part..nt 0' Rav.nu. will 1"uI en offlclll ........nt (for. REY-1541 EX) upon r.c.lpt
of the r.turn fro. the R.gl.tlr of Will,.
,
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Ent.r
NOIEI
the d.t. the Iccount orlalnallv wa. .,t.bll.had or tltlad In the .annlr Ixl,tlng at date of daath.
for a d.c.dant dvlng .ftlr Il/121821 Account. which the d.cldlnt put In Joint n.... wlthJn on. CII v.ar 0' d..th arl
taxabl. fully ., tr~,f.r.. How.var, th.r. I, ~ .xclu.lon not to IMClld '5,000 p.r tran,'.r.. r.g.rdl... of th. valu. of
Ut. .ccount or the nu.b.r of accounts hlld.
I' e doubl. ..tarl.k (..) app..r. b.for. your flr.t naa. In the addr... portion of thl, notlcl, the '5,000 .xclu.lon
alratdv ha. b..n dlducted froe the account balanc. .1 r.portld by the flnenclal In.tltutlon.
l. Ent.r the tot.1 balanc. of the account Including Int.r..t accru.d to the data of dlath.
S. Ih. p.rclnt of the account th.t I. taxlbl. for .ach .urvlvor II d.t.r.ln.d a. follow'l
A. ThI plrcant taxlble for joint a...t. ..tabll.h.d .ora than on. v..r prior to thl dlcldlnt'l dlathl
I DIVIDED IY TDIAL HUHIER OF
JOIHI OWNERS
Ex..pl.1 A joint ....t r.gl.tlr.d
DIVIDED BY TOIAL HOHlER OF X 100 . PERCEHT TAMABLE
SURVIVIHC JOIHT OWNERS
In tha n... of the dlcldlnt and two othtr p.r.on..
I DIVIDED BV 5 (JOINT OWNERS) DIVIDED IY Z (SURVIVORS) . .161 X 100 . 16.1X CTAXAILE FOR EACH SURVIVOR)
I. Th. p.rcant taxlbla for ....t. cr.lt.d within on. V'lr of the d.c.d.nt', dl.th or account. ownld bV the d.c.d.nt but h.ld
In tru.t for anoth.r Indlvldu.IC,) (trust b.n.flclarl..)1
1 DIVIDED &Y TOTAL HUHIER OF SURVIVING JOINI
OWNERS DR TRUST BEHEflCIARIES
X 100 . PERCENT TAXABLE
Exa.pl., Joint account rlgl.t.r.d In the na.. 0' the d.c.d.nt and two othlr p.rlons and ..tabLI.h.d within on. v.ar 0' da.th by
the dlc.d.nt.
I DIVIDED IY Z (SURVIVORS) . .SO X 100 . SOX ClaXAILE faR EACH SURVIVOR)
~. Ih. a.ount .ubjlct to t.x (11nl ~I I. d.t.r.ln.d bv .ultlplylni the account bal.nc. Clln. Z) bV the p.rc.nt tlxlbl. Clln. 5).
~. Ent.r the tntftl n' tha d.hh "n" daftl,lf'tlo". 11th" In P.rt !.
6. Th. a.ount taMabl. (1In. 6) I. d.t.r.lnad by .ubtractlng the dabt. and d.ductlon. Clln. 5) fro. thl ..ount 'ubj.ct to tlX (11nl ~).
7. Ent.r tha approprlat. taM rat. (11R4 1) .. d.t.r.lnld b.low.
A. for d.t.. 0' d.lth occurring aftar 6/50/94, the tlM rata. for tran.far. to .pOU.I. ar. al follow.,
I. Oat.. 0' d.lth on or .,t.r 111/9~ and b.for' 1/1/96 the r.t. I. SX.
l. DatI' 0' d.ath on or .,t.r 1/1/96 and b.for. 1/1/97 the rat. I. ZX.
5. D.t.. of d.ath on or aft.r 1/1/97 and b.for. 1/1/91 the rata I. IX.
4. D.t.s of d..th on or a,t.r 1/1/91 tran.f.r. to ,pou... will b. .x..pt frol t.x.
Hot'l for dat.. of d.ath prior to 7/1/94 tran.f.r. to spou.a. ara taxabl. at 6X.
B. Tran.f.r, to Iln.al d..c.ndent. Including fathlr, .oth.r, .on, daughtar, grandchlldr.n, son-In-law,
d.ught.r-In.llw, .tlPchlld end th.lr 1"uI ar. taxabla at .Ix p.rc.nt C6~1.
C. Tran.f.r. to all oth.r. Including broth.r. .I.t.r, unci., 4unt, nlphaw and nl.c. ar. taxabl. at flft.ln p.rc.nt 115~).
D. If you chang. the tax ret., pial.' .p.clfv your r.l.tlon.hlp to the dac.dlnt In the Irll provldld.
I. Ih. a.ount of t.x due Clln. 8) I. dlt.raln.d bv .ultlplvlng the a.ount taxlbl. Cllnl 6) bv the tlX r.t. Clln. 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIDNS CLAIMED
Allowlbl. d.bt. and d.ductlon. ar. dltar.Jn.d .. follow.,
A. You Ilg.lly ara ,..pon.lbl. for p.v..nt, or the ..t.t. .ubjact to adalnl.tr.tlon bV a par.onal r.pr"lntatlv. I. In,uffle'ant
to pav the deductible It....
I. You .ctu.llv paid thl d.bt. aftar d4ath of the d.CldlRt and can furnl.h proof of plv.ant.
C. Dlbt. b.lng clal..d .u.t bl It.alz.d fullv In Part S. If additional .pac' I. nl.d.d, u.. pl.ln pap.r a 1/2" x II". Proof of
pay..nt .av b. r.qu.stad by the PA D.plrt..nt of Rav.nuI.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDD' (717) 772-2252 (HEARINO IMPAIRED ONLY)
.
---- ..'.'..... _.....--, --.. -"~-
,
HICHAEL H KURTZ
3200 APPEL RD t._
BETHEL PARK PA~~~2~1218
'-, ~-
..- '1~".-Il\\l~"ILHlHk t
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D AA 022761 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT O' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE.TAX
.~...,,~
~.~~
"~.llUIII"'.1
RECEIVED FROM,
E3
ACN
ASSESSMENT r:w
CONTROL ~
NUMBER
AMOUNT
KURTZ MICHAEL M.
326 GLENDATE DRIVE
94154956
94154957
"
500.38,
-~
500.4~
SHIREMANSTOWN PA'13120
'OIDMur.
ESTATE INfORMATION,
I!:'I filE NUMBER
~ ' 21-1994-0831
I!:'I NAME Of DECEDENT (LAST)
~ KURTZ JOHN E
II DATE Of PAYMENT
m POSTMARK OATE
COUNTY -lE5f';I
CUMBERLAND
DATE Of DEATH
SSN 191-03-8300
IflRsrl IMI)
REMARKS
m TOTAL AMOUNT PAID .1 .000.79
RECEIVED B/W-.i&5l;m(f.
MARY C. LEW<<"
REGISTER OF WILLS,
MICHAEL M. KURTZ
SEAL
CHECK" 1018
REGISTER OF WILLS
----------------------------------------~--~-------
. ,
"
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--~-........--
,
--._,.--_.._-:...~_.~. .'.....y-. ....
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,
r/'I!V-1547 I!X AFP (08-94*
CDKHONWtALTH OF PENNSYLYANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIYIDUAl TAXES
Df:PT. 1I06DI
ItARRISBURa, PA 1112a.0601
Ill, J J.C) ~?
.\
G
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSHENT DF TAX
ACN 101
DATI! 01-24-95
FILl! NO.
OF DI!ATH 04-07-94 COUNTY CUMBERLAND
NOTEI TO INSURE PROPER CREDIT TO YDUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FDRH WITH YDUR TAX
PAYHENT TD THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER DF WILLS. AGENT"
REMIT PAVMENT TO:
J ROBERT STAUFFER ATTY
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE'if~ 17013
A.aunt .itt.ill
JJ
'-
>
~
:.. ,-,
CUT ALONa THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDSb ..... N ~' ':
ii{Y=isW-Eir-Kiij.--rilii=9tij-ilifficE--oF--iNHEiiiTANcE-TAx-iipiiiiiiiiiEHiHT-.--,HrowANcE-01i-.m".--~-mm
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OFfT/lX -0 :. '
I!STATE OF KURTZ JOHN E FILE NO. 21 94-0851 ACN i~1 DAT~i ~1-24-95
TAX RETURN WAS, C X) ACCEPTED AS FILED I CHANGED -~ ~ ",
RESI!RVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. Ra.l eat.t. (Schadule A) (1)
2. Stock. and Bondi (Schedule DJ C2J
5. Clo..ly Hald stock/Partnarship Int.r..t .Schedule CJ (5)
4. Hortg.g../Hot.. Raceivable (Schedule OJ (4)
5. C..h/Bank Dapolito/Hilc. Par.onal Property (Schedule EI (51
6. 401ntly Owned Property (Schedule fl (6)
7. Transf.r. (Sch.dul. G) (7)
8. Tot.l A...ta
. DO
14.135.60
.00
. DO
.00
.00
. DO
leI
14.135.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.r.l Expen.../AdM. Co.ta/Hi.c. Expen... (Schedule HI (.1
10. Debt./Hortgage Liabilitie./Lian. (Schedul. I) CIOI
11. Total Deduction.
12. Het Value of Tax Return
13. Charitable/GovernMantal aeqUe.t. (Sch.dula J)
l~. H.t Value of e.tate Subjact to Tax
9.128.00
.00
1111
1121
CUI
1141
g,l?R 00
5.007.60
.00
5,007.60
If an assassmant was issuad pravioualY, linas
raflact figuras that includa the tDtal of ~
ASSESSMENT OF TAX:
15. AMount of Line 1~ at Spou..l r.t. t1&)
16. AMount of Lina 1~ taxabl. at Lin.aI/Cla.. A rat. (16)
17. AMount of Lin. l~ taxabl. .t Coll.t.r.l/C1... 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
10-18-94
14, 15 and,or 16, 17 and 18 will
raturns assassad tD data.
NOTE I
.00 X .00.
5.007.60 x.06.
.00 X .15.
Ila)
.00
300.46
.00
300.46
RECEIPT
HUHBER
MM913090
DISCOUNT
INTEREST
Ctl
(-)
.00
AHOUNT PAID
300.46
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
300.46
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATIDN DF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CRE~ITH ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS F,RH FDR INSTRUCTIONS.)
;j
I
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.II
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'I
I
RESERvaTION, E",t.. 0' dlc.dent. dvlng on or b.for. D.c.~.r 12, l'IZ .. I' any future Int.r..' In thl I...t. .. transflrr.d
In po.....lon or ,"Jov,ent to Cl... . (coll,'.r.l) blnsflol.rl.. of the dle.dent ,'t.r thl ..p.r.llon of any I"'" for
11'. or for y..r., thl Co..onw..lth hlteby ..pr...ly t...tv.. the right to .ppr.I.. and ...... tren".r l~rltanc. T....
It thl .Iwful el... I (col1".t.1) t.t. on any .uch future Inter..'.
PURPOSE OF
HOTICEI To fulfill thl rlqulrl..nt. of Slctlon 2.'0 of thl Inherlt.nel and E,t.t, ,.. act, Act II of .991. 72 P.S.
Section n~D.
PAVM(HTI Dttlch the top portion of thl. Notlel and ,ub.lt with your p.y.,n' to thl R.,I"'t of Will, prlntld on thl r.v.r.. ,Ide.
.-Hut chick or lon.y order Plyeblt tal REGISTER OF MILLS, ADENT
All p.y.ent. r.c.lv.d .h.11 'Ir.t bl .ppll.d to any Intlrl.t which ..y bl due with any r...lnd.r .ppll.d to the t...
REFUND CCR)I A r.'und 0' . t.. cradlt, which wa. not r.qul.tad on thl T.. Raturn, ..y b. r.qul.t.d by coapl.tlng an "Appllc.tlon
for R.,und 0' P.nn.ylvenla Inh.rltancl and E.t.t. T.." CREV-1SIS). Appllc.tlon. .rl .vallabl. at the o"lc.
0' the R.gl.tar 0' UIII., any of the ZS R.vlnu. DI.trlct Of '1 c.., or by c.lllng the .plcl.l Z~-hour
an.w.rlng .arvlcl nu~.r. 'or 'or.. ord.rlngl In Plnn.ylvanl. 1-aOO-S6Z-Z0S0, out. Ida P.nn.ylvanl. and
within loc.l Harrl.burg .ra. (717) 7a7-10'~, TOO' (7171 77Z.ZZSZ CHI.rlng I.palr.d Only).
OIJECTIONS' Anv p.rty In Int.r..t not ..tl.'I.d with the appr.I....nt, .llowanc. or dl..llowlnCl 0' d.ductlon., or .......ent
0' t.. Clncludlng dl.count or Int.r..t) .. .hown on thl. Hotlc. au.t obJ.ct within .Ixty C60) d.y. 0' racalpt 0'
thlt Hotlce bYI
"wrltt.n prot..t to the PA D.p.rt.."t 0' R.v,nu., loard of App...., DEPT. 2810ZI, llarrltburg, PA 17121-1021, OR
.-.llctlon to h.v. tha a.tt.r d.t.r.ln.d .t audit a' the account 0' the p.r.on.l r.pr..ant.tlva, OR
--appaal to thl Orphan.' Court.
ADHIH
ISTRATJVE
COQRECTIONS,
factu.l .rror. dl.cov.rad on thl. ........nt .hould ba .ddr....d In writing tOI PA D.part.ant of R.v,nu.,
Bur.eo a' Indlvldu.1 T...., ATTHI Po.t A.......nt R.vllw unit, DEPT. ZI0601, H.rrl.bUrg, PA 171ZI'0601
Phon. (717) 717-6S0S. 511 p.gl S of thl bookl.t "In.tructlon. for lnh4rltenca T.. R.turn for. R..ld.nt
D.c.dlnt" CREV'ISOI) 'or .n ..planatlon of adalnl.tr.tlvaly corractabl. arror..
D15COUHT I
I' any t.. dua I. p.ld within thr.. IS) cal.ndar .ooth. aftar the d.c.dant'. d..th, . flva p.rc.nt (S~I dl.count of
the t.. p.ld I. .llowld.
Int.r..t II chlrgld b.glnnlng with flr.t dlY 0' dlllnqulncV, or nln. C91 aooth. ~ on. Cl1 d.y froa the d.t. of
d..th, to the dlt. of p'v..nt. T.... which b.c... d.llnqu.nt b.for. Janulry 1, 1.12 b..r Intar..t at thl rat. 0'
.1. C6~) p.rc.nt p.r annul calcul.tad .t a d.lly rata of .000164. All t..a. which bac... d.llnqulnt on and .,t.r
Januarv 1, 1,IZ will b..r Int.ra.t .t . rat. which will vlrv fro. c.land.r vaar to cal.ndlr y..r with th.t rat.
~ad by thl PA Dlp.rt.ant of R.v'nut. ThI .ppllCabla Int.r..t r.t.. for I'IZ through 1"S .r'l
INTERnT,
!!!! Intara.t R.ta O.lh Inter..t Factor ~ Intara.t Rat. Oallv Intar..t Flctar
I.ar ZOX .00OS41 1917 OX .000Z1\7
..as 16;( .000UI 1911'1991 IlX .000SGl
191" IlX .000SOI I99Z 'X .00021\7
I9IS U:C .oooss' 199)-1"" 1X .00019Z
I'" I'X .00027" 1995 'X ,OOOZ47
ulntar..t It c.lcul.t.d .. 'allow"
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any Hallca I..ued .U.r thl tn b.ca... d.lInquent will refl.ct en Inter..t calcul.tlon to 'liteM CUI d.v.
beyond the dlta 0' the .......ent. I' p.v..nt 1. .Id. .,t.r the Int.r..t co.putatlon d.t. ahown on tha
Hatlc.. eddltlon.1 Int.r..t .u.t ba calcul.t.d.
" 'j
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/..'J I, r;
,/ ~'" I - '~)
(I, ,
,d,
"
.'
v
REV-1548 EX AFP (12-94~
CO""OHW[Al1ll Of rfHHSvt VANIA
D(PARTM[NT Dr R[VENU[
BUR[AU Of INDIVIDUAL ".[5 ,
Qrp,. 1I0.Ol
UARRISlURG, PA 11118'0601 ".
NOTICE OF INUERITANCE TAK
APPRAISE"ENT. ALLOMANCE OR DISALLDMANCE
OF DEDUCTION~\ AND ASSESS"ENT OF TAK ON
JOINTLY tELO OR TRUST ASSETS
DATE 04-03-95
COUNTY
CUMBERLAND
/'
ESTATE OF KURTZ
JOliN
E DATE OF DEATlt 04-07-94
FILE ND. 21 94-0851
S.S/D.C. NO. 191-05-8500
ACN
94154956
MICHAEL M KURTZ
326 GLENDALE DR
SHIREMANSTOWN PA 17011
REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE, PA 17013
A.'e~:R..ItC~::d, ~
::r.i
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS .....'"
R-iv:isiii-E)f-AFii-iiz-:94j--------------------------------------------------------.-----i~-------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS. AND ASSESSMENT OF TAX ON JOINTLV HELD OR TRUST ASSETS
DATE
.
, .
04 - 0 3-'9 5
ESTATE OF KURTZ
JOHN
E DATE OF DEATH 04-07-94
--J
COUNTY CUMBERLAND
ACN
94154956
FILE NO. 21 94-0851
TAX RETURN WAS.
S.S/D.C. NO. 191-05-8500
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, HARRIS SAVINGS BANK
ACCOUNT NO.
05-61-231582
TVPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTA8LISHED 09-24-92
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAlO AFTER THIS OATE, SEE REUERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CRl, YOU HAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. )
Account Balance
Percent Texeble
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rata
Tax Dua
20,014.67
0.166
3,335.85
.00
3,335.85
.15
500.38
x
x
TAX CREDITS:
PAYMENT
OATE
01-25-95
RECEIPT
NUMBER
AA022761
DISCOUNT (+)
INTEREST (-)
2.22-
INTEREST IS CHARGED FROM 01-26-95 TO 04-11-95
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
.
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WIlli YOUR TAX PAVMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEV ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
500.38
498. 16
2.22
.04
2.26
PURPOSE OF
NOTICEt
To 'ul'lll th. r.qulr...nt. a' S.otlon 2140 0' the tnh.rltanc. .nd E.t.t. Tax Act, Act 22 of 1991. (72 P.S.
hotlan 2140).
PAyttEHTI
D.t.ch the top portion 0' thl. Not lei and .ubllt with your pey..nt to thl A.gI.t.r of Willi prlnt.d an thl
r.v.r.. "d..
~~ "ek. ch.ck or .on.y ardlr peyabl' tOt AEGISTER OF WILLS, AGENT.
All Ply..nt. rlcalv.d .h.11 flr.t b. appll.d to any Int.r..t which ..y b. du., with any r...lnd.r .ppll.d to th. t.x.
REfUND (CA) I
A r.fund 0' . tax cr.dlt, which wa. not r.quI.t.d on th. t.x r.turn, .ay ba r.qu..t.d by ca.pl.tlng an "ApPllc.tlon
'or RI'und a' p.nn.vlvanla Inhlrltanc. and E.tat. Tax" IREY.1515J. Application. ar. .vallabl. at th. Offlc. a'
the R.gl.t.r 0' willi, any of th. 25 A.v.nu. DI.trlct Of' Ie.. or bv calling thl .p.clal 24~hour an.w.rlng ..rvlc.
nUlb.r' (or for.. ord.rlngl In P.nnlYlvanla 1~800~562-2050, out.ld. Plnn.vlvanla and within local
Il.rrhburg ".. (717) 181-8094, TDDs 1711J 712-U52 (ll.ering I.palnd OnlY).
OBJECTIONS, Anv p.rtv In Int.r..t not ..tl.,I.d with th. .ppral....nt, allowanc. or dl.ellowlnc. a' d.ductlon. or ........nt
a' tax (Including dl.count or Int.r..t' a. Ihown on thl. Natlc. .av obj.ct within .Ixtv (60) day. a' r.c.lpt of
thh Notlc. bVI
....rltt.n prot..t to th. PA D.pert..nt of An.nu., Board 0' APPleh, n.pt. 2810Zl, Ilarrllburg, PA 17128-1021, OR
...I.otlng to have th. ..tt.r d.tar.ln.d at th. audit of thl .ccount of th. plrlonal r.pr...ntatlv" OR
...pp.el to th. Orph.n.' Court
AOHIH.
ISTRATlVE
CORRECTIONS I
Faotual .rrar. dl.cov.r.d on thl. .I......nt .hould b. .ddr....d In writing tot PA V.p.rt..nt 0' R'v,nu.,
8ur..u a' Individual Taxa., ATTHI POlt A.......nt R.vl.w Unit, DEPT. 280601, Ilarrhburg, PA 11128-0601
Phon. (111) 187-6505. S.. pag. 5 0' the bookl.t "In.tructlon. for Inh.rltanc. Tax A.turn for 8 RI.ldlnt
D.c.d.nt" (REY-1501) 'or an I~planltlon of adalnl.tratlv.ly carr.otabl. .rror..
DISCOUNTI
If any tl. dUB I. paid within thr.. IS) callnd.r lonth. .,tar thl d.c.d.nt'. d.ath, a flvl p.rc.nt (5X>>
dl.count a' lhl taM paid I. ollow.d.
INTEREST,
Int.r..t I. charg.d b.glnnlnD ..Ith flr.t day 0' d.llnqu.ncy, or nln. C9J .onthl and Dn. II) day
'roe th. data 0' d.ath, to thl data of pav..nt. TaM" ..hlch b.ca.. d.llnqu.nt b.for. Janulry I, 1982
b.ar Int.r..t at the rat. of .IM (6~. p.rc.nt p.r annul calculat.d at 8 dlllv rat. of .000164.
All ta... which b.ca.. d.llnqu.nt an or aft.r Janu.ry 1, 1982 will b.er Int.r..t at a rat. ..hlch will varv 'roe
cal.ndar y.ar to cal.nd.r y..r with that rat. announc.d by th. PA O.p.rt..nt of R.v.nu.. Th. appllcabl.
Intlr..t rat.. for 1982 through 1995 er.t
198~
1985
198ft
1985
1986
"Intar..t
20;(
I.'
We
U~
10~
i. calculat.d a.
.000548
.000438
.000501
.000556
.00027ft
follow"
xm Intar..t Aeta Dallv Intor.st Fnctor
1987 OX .0002ft7
1988-1991 IIlC .000501
1992 OX .000241
1995-19" 1X .000192
1995 OX .000247
~ tnt.r..t Aat. nallv Int.r..t Fector
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~.Anv Notlc. l..u.d aft.r th. tax blco.., d.llnqulnt will r.fl.ct an Int.ra.t calculation to ,I,t..n liS) d.y.
blvond thl data of tho 8.......nt. I' pav..nt I. .ad. aft.r 'h. In,.r..' cD.putatlan da'. .hown on 'h.
Notlc" addl'lonal Int.r..t .u.t b. c.lculat.d.
III _ -, .-~~ II ~ :J
I ' - I ...I
"REV-1S48 EX AFP 112.94*
)' ~ COMMONWEALTH Of PENNSYLVANIA
I" DEPARTMENT OF REVENUE
I BUREAU OF INDIVIDUAL TAMES
OEPl. 210601
HARRISBURG, PI 171'1-0601
('
I,
/(."/
NOTICE OF INHERITANCE TAX
APPRAISEHEHT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIOH... AHD ASSESSHENT OF TAX ON
JOINTLY nELD OR TRUST ASSETS
ESTATE OF KURTZ
DATE 04-03-95
JOHN
E DATE OF DEATH 04-07'94
CUMBERLAND
FILE NO. 21 94-0851
S.S/D.C. NO. 191-05-8500
COUNTY
ACN
94154957
MICHAEL M KURTZ
326 GLENDALE DR
SHIREMANSTOWN PA 17011
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
An~~ R..lt{rd ~'1
~
.~
CUT ALaNa THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ I '
Rifv:i54.s.Ex..AFii-ri2-:94i------..........-..-----------.....-......----......-.......-.~....-....--------.--
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Of
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST~SSETS." u> ,
"!!ATE ':14'03-95"
ESTATE OF KURTZ JOHN E DATE OF DEATH 04-07-94 . COUNTY CUMBERLAND
S.S/D.C. NO. 191-05-8500
(X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION, HARRIS SAVINGS BANK ACCOUNT NO.
FILE NO.
21 94-0851
TAX RETURN WAS,
ACN 94154957
05-61-231570
TYPE OF ACCOUNT. () SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE
DATE ESTABLISHED 09-21-92
NOTEI TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION DF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
500.41
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
I IF TOTAL DUE IS LESS THAN f1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tex Due
20,016.13
0.166
3,336.09
.00
3,336.09
.15
500.41
TAX CREDITS:
PAYMENT
DATE
01-25-95
RECEIPT
NUMBER
AA02276l
DISCOUNT (+)
INTEREST (-)
2.22-
498.19
2.22
.04
2.26
INTEREST IS CHARGED FROM 01-26-95 TO 04-11-95
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
REFUND C CR) I
A rafund of a ta~ cradlt, which wa, not raqua.tld on tha ta~ raturn, aaV ba raqua.tld bv co.platlng an "Application
for Rafund of p.nn.vlv.nl. Inh.rltanc. .nd E,t.t, ,.~" CREV.ISIS). Appllc.tlon. .r. IVIllabl1 at the Off Ie. of
the Rlgl,tlr of Will., any of the 2S Rlv.nue DI.trlct Office. or bv calling th. ,plclal 2~.hour an'~lrlng ..rvlce
nuebtr. for for.. ordtrlngl In Pann.vlvanl. 1.800-562-2050, out.lde Ptnn.vlvlnla and within 10c.1
Hlrrllburg.,,, cun 181.80'~, 'ODI e7111 712-n52 Wllrlng lapalred OnlY).
PURPOSE OF
NOTlCEI
'0 fulfill the rlqulrta.nt. of Stet Ion 21~0 of tha Inharltanca and E.t.ta 'I~ Act, Act 22 of 1991. e72 P.S.
s.cUon 21~OJ.
PAYHENfI
Detach tha top portion of thl. Notlca and .ub_lt with your Plva.nt to the RIgl,tar of Will, prlntad on the
ravartt ,Idt.
__ Haka ch.ck or .0nlV ordtr PIVtbl1 tal REGISTER OF WilLS, AGEN'.
All pay..nt. rtcalv.d .hall flr.t b. appll.d to any Intar..t which alV bt du., with anv ra.alnd.r appllad to the ta~.
OBJECTIONSI Anv party In Inter..t not ,.tl,flad with tha appr.I....nt, allow.nce or dl..llo~anca of d.ductlon. or ........nt
of t.~ Clncludlng dl.count or Int.r..tl .. .hown on thl, Hotlc. "V obJlct within .I~ty e60) d.V' of r.c.lpt of
thl, NoUca bVI
"wrIU.n prot..t to th. PA D.parta.nt of R.V.nul, Board of App...., D.pt. 211021, t1.rrl.burg, PA 17ua-1021, OR
--.llctlng to hava the a.tt.r dat.raln.d .t th. eudlt of th. .ccount of the p.r.onal rapr...ntltlv., OR
-.app.tl to th. Orphan,' Coutt
ADHIN-
ISTRATlVE
CORRECTIONS I
Factutl artor. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tOI PA a'P.tt..nt of R'Vlnu.,
lut..u of Indlvldu.1 Talll', ATTNI POlt A......"'t A.vl." unit, DEPT. 2806111, ttarrlsburg, PA 1712'1-0601
Phon. (717J 781.6505. SI. pag. 5 of th. bookl.t "Inltructlon. for Inhlrlt.nca Ta~ R.turn for' Ra.ld.nt
O.cld.nt" eREV.ISOIJ for an a.planltlon of ad.lnl,tratlvaly corr.etabla arror..
DISCOUNT I
If anv tl. dua I. PIld within thra. eS) cal.nd.r aonth. aftar th. d.eldlnt'. d.ath, a flvl Plre.nt (SX)
dl.count of 'h. tl. p.ld I. allow.d.
INTERESTI
Int.r..t I. char gad b.alnnlng with flr.t dlV of dallnquancv, ot nln. I,) lonth. and on. ell dav
fro. tha dati of d..th, 10 tha dltl of pay..nt. Ta.I' which blca.. dlllnqulnt b.fara Januarv I, 1'82
b.ar lntar..t at thl reta of ,1M IU) parcant plr annul calculahd at a dllilv r.ta of .00016".
All ta.., which baca.a dlllnqu.nt on or aflar J,nuarv I, 1982 will blat Intlr..t It a rata which will Vlry fro.
callndar YI.r to clland.r Ylar with tha' rata announcad by tha PA OIP.rt.lnl of Rlvanu.. Thl IIppllcablll
Intlr'lt rat.. for 1982 through 1995 .ral
\:ut Intlr"t Jh'lt. Dllllv Intlrut ractor :tor Intlr"t Rllta DIIII'I Intlr..t ractor
1'82 ZOiC .0005'1 1987 OX .0002"'7
19U 16X .OOOUI l,a8"1991 IlX .00UOl
191~ IlX .uUOI 1992 oX .0002...7
1985 UX .DOUS6 1995"1994 'X .000192
1916 10iC .00021" 190)5 oX .00Ol...7
. .Intar..t II ca1cul.hd .. follow'l
INTEREST . PALANCE OF TAX UNPAID X NU"PER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Anv Not lea 1,luad .ftlr thl t.. blco'a, d.llnquant will r.fl.ct an Intlra.t c..culttlon 10 flft.ln (IS) dav'
blyond thl d.ta of Ihl........nt. If pay..nt I. .ada aftlr 'h. Intlra.t co.put.tlon dati .hown on th.
NoUes, additional Intlr..t .u.t ba calculaltd.
,
;.#......,.- .......--." .-.....
~
,
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REY"1548 EX AFP (12"94'*,
CDHHONWEALTH OF PENNSYLYANIA '.
DEPAR'~HT OF REVENUE .
BUREAU OF INDIVIDUAL TAXES
DEPT. 210601
HARRISBURG, PA 17121.0601
NOTICE OF INNERITANCE TAX
APPRAISE"ENT, ALLOHANCE OR DISALLDHANCE
OF DEDUCTION. t. AND ASSESS"ENT OF TAX ON
JOINTLY uELD OR TRUST ASSETS
DATI! 0,,-03-95
ESTATE OF KURTZ
JOHN
E DATE OF DEATH 04-07-94
COUNTY
CUMBERLAND
FILE NO. 21 94-0851
S.S/D.C. NO. 191-05-8500
ACN
94154957
MICHAEL M KURTZ
326 GLENDALE DR
SHIREMANSTOWN PA 17011
RE"IT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
E A.aunt Re.ltt.d
22(,0
C~T ALONG, THIS, L!~E_, ,
~
RETAIN LOWER PORTION FOR YOUR RE':oRDS ....
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REV-1S4B EX AFP 112-94*
COHHONWEAlTH OF PENNSYLVANIA
DEPAA'"ENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DtPT. lID6Dl
HARRISBURG, PA 171ZI-06Dl
NOTICE OF INNERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF OEOUCTION.t. AND ASSESS"ENT OF TAX ON
JOINTLY uELO OR TRUST ASSETS
DATE 04-03-95
ESTATE OF KURTZ
JOHN
E DATE OF DEATH 04-07-94
COUNTY
CUMBERLAND
FILE NO. 21 94-0B51
S.S/D.C. NO. 191-05-8500
ACN
94154956
MICHAEL M KURTZ
326 GLENDALE DR
SHIREMANSTOWN PA 17011
REMIT PAVMENT TOI
REGiSTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
C. AMount R..ltt.d I
2,Z~ ~
el'" ,. nNr.!: ,.UTQ I TN~
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D AA 023072 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
IIY.II""I','"
I~
~li~
RECEIVED FROM,
6
AeN
ASSESSMENT r:t
CONTROL ...
NUMBER
AMOUNT
KURTZ MICHAEl. M
3200 APPI.E ROAD
941!!4950
_2.20
941:549:57
_2.20
BETHEl. PARK
PA 1:5102
_IOIDftlll
,
'010 ftUf J
ESTATE INFORMATION,
!'I FILE NUMBER
~ 21-1994-08:51
m NAME OF DECEDE:T IIA5T)
II DATE OF PAYMENT
m P05TMAR E
COUNTY
SSN 191-0:5-8500
IFIR5Tl IMI)
OATE OF DEATH
'I
m TOTAL AMOUNT PAID
_4..:Ii!
CW
REMARKS
MICHAEl. M KURTZ
SEAL
REGISTER OF WILLS
RECEIVED BY/~ .' I
!. $IONATU. E
MARY C. I.EWI ,[" /, t,
REGISTER OF WILLS
';
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CHECK" 208!!
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cdHttoHWEAl TH Of' PfNNSYLVAHIA
DEPAATHENT OF REVENUE
aUREAU OF INDIVIDUAL TAXES
Df:PT. 210601
HARAJSeuRG, PA 111:a-0601
/f'.,.B0' -3
ACN 94154956
~oi.
V
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 05-15-95
KURTZ JOHN E FILE NO. 21 94-0851
04-07-94 COUNTY CUM8ERLAND
HOTEl TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUB"IT TNE UPPER PORTION OF THIS FOR" WITN YOUR TAX
PAY"ENT TO THE ADDRESS SHOWN. "AXE CHECK PAYABLE AND RE"IT PAY"ENT TOI "
MICHAEL M KURTZ
326 GLENDALE DR
SHIREMANSTOWN PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE. PA 17013
AMount R..Ut.d
CUT ALONa THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
iiifli:i6'iWix--"j:ji-fiz:94r----...iiii-iNifER'iT'A'NcCi'AX-STA'TEHE'Ni'-O"-A'ifciiiiN'T--ii....---------------- ----
ESTATI! OF KURTZ JOHN E FILl! NO.21 94-0851 ACN 94154956 DATE 05-15-95
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED
ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS,
THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT I 03-27-95
PRINCIPAL TAX DUEl, 500.38
PAYMENTS (TAX CREDITS) I
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (-)
01-25-95 AA022761 2.22- 500.38
04-19-95 AA023072 .05- 2.26
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SIDE FOR CALCULATION OF ADDITIONAL IHTEREST.
( IF TOTAL DUE IS LESS THAN .1.
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
500.37
.01
.00
.01
;-
PAVI1EHT,
D.llCh t~ top part Ion 0' thl. Notlc. ~ .~.t with your p.y.~t Ilda Plvlble to the n... and addr...
printed on the rav.r.. .Ida.
If RESIDENT DECEDENT .... check or .onlY order payable tal REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT .akl chIck or tIonlY ord.r payable tal C0tu10HWEALTH OF PENNSYLVANIA.
All payaent. recllvld shall b. applied ,.,..t to any Int.r..t whIch "V ba ~ with any ,....Ind.,. applied to the tlM.
REFUND ItA). A r.fund of I tax credit, which WI' not raqua.tld on thl Tax Raturn, ..y b, r.qua.tad bv cD~l.tlng an
"Application far Refund of penn.Vlvanla Inh.rlt~. ~ E.t,t, Tlx" (REV.J!1!). ApplicatIon. ar. IVIllabl. at
the O'flcl of the Rlgl.t.r of WillI, any of the ZS Revenue DI.trlct OffiCI' or frol thl Dlp,rt..nt'. 24-hour
an.werlng ..rvlc. nu-b.r. 'or 'or.. orderlngl In Pann,Vlvanla 1.eOO.S6Z-Z0S0, out.ld. P~'Ylvanl.
and wUhln loc.1 lIarrlsbura ar.. (711J 717.10'4, TOOl UI7J 77Z.ZZSZ (H.arlna I.alnd onhJ.
REPLY TDI Que.tlon. r.g.rdlng .rror. cont.ln.d on thl. notlc. .hould b. addr....d tOI PA DlPart..nt of R.v~, Bur.au
of Individual Tax.., ATTNI Po.t A......ent R.vl... unit, Oept. 210601, Harrl.burg, PA 17128-0601, phone
(717J 717"6505.
DISCOUNT. If any t.x due I, paid ..Ithln thr.. (1J c.lend.r aonthl .ft.r the dtc.dent'. d..th, . flv. p.rcent (5XJ dl.count
of the tax paid I. .llowld.
INTEREST. Int.r..t I. ch.rgld b.glnnlng ..Ith flr.t d.y of d.llnquency, Dr nine (,J .onth. and one (IJ day fro. the d.t. of
d..th, to the data of pav-ent. Tax.. which btc... d.llnquent b.for. January 1, 191Z baar Int.r..t et thl rete of
.Ix (6Xl percent p.r annua calculet.d et e dailY rat. of .000164. All tax.. which btc... d.llnquent on end a,t.r
Janu.ry 1, 1912 ..Ill b.ar Int.r..t at a rat. which will vary frol cII.nd.r y.ar to cII.ndar y..r with th.t rat.
ennouncld by the PA D.part.ent 0' R.venue. The appllcabll Int.r..t rat.. 'or 191Z through 1995 .rll
V..r Int.r..t Rat. DailY Int.r..t Factor
Vear
Int.r..t Rat.
O.lly Int.r..t Factor
198Z ,,~ .000548 1987 .. .000247
1911 I'~ .000458 1918"1991 11~ .000301
1914 lU: .0003Dl 1992 .. .000247
1985 UX .000356 1991"1994 1~ .000192
1916 .0. .00U74 I... .. .000247
--Int.r..t Is c.lculltld .. follow..
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d aft.r the tax b.co... d.ll~t will r.fllct an Int.r..t calculation to fl,t..n (15J day.
b.yond thl d.tl 0' thl ........nt. I' p.y.ant I. lad. .,t.r the Int.r..t eoeputltlon dlt. .hown on the
Hotlel, addltlonll Int.r..t IUlt b. c.leulltld.
IREV.160~- EX AFP (12-94*
COHttOHWEAlTlIOf PENNSYLVANIA
DEPART"EHT Of REVENUE
BUREAU Of IHDIVIDUAL TAXES
PEP,. lI0601
HARRISBURG, PA 171rl-0601
/t.{-J."''1-~
ACN
94154951
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE
05-15-95
S T 0 KURTZ JOHN E FILE NO. 21 94-0B51
DATE OF DEATH 04-01-94 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE AND REHIT PAYHENT TO, ,
MICHAEL M KURTZ
326 GLENDALE DR
SHIREMANSTOWN PA 11011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 11013
Allount R..i tt.d
c,
O~
v
.
1-
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
iiifv: i6ijj-ix-iiFP-mf:m-------.ilil--fiiii€iiiTAiii:E-;:iilf-sTA'iEHEN;:-'OF-lic-cariNi--i;Ii.---------------------
ESTATE OF KURTZ JOHN E FILE NO.21 94-0B51 ACN 94154957 DATE 05-15-95
THIS STATEHENT IS PROVIOED TO AOVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAN ED
ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS.
THE CURRENT BALANCE. AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT I 03-27-95
PRINCIPAL TAX DUEl. 500.41
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
01-25-95
04-19-95
RECEIPT
NUMBER
AA022161
AA023072
DISCOUNT (+)
INTEREST (-)
2.22-
.05-
AMOUNT PAID
500.41
2.26
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TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE
SlOE FOR CALCULATION OF ADOITIONAL INTEREST,
( IF TOTAL DUE IS LESS THAN .1.
NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREOIT" (CRI.
YOU HAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
500.40
.01
.00
.01
'.
..." , .,;,---".'-t ..~~,; ,-,.~,
",.,~-......"~--_.",:;.,,,,,...,.,,-*,-,-,~
PAYIEHT I
Dttac::h the top portion of thh Notln .net lubIIlt with vour p.pent nde ...plde to the MM Md MkIr."
printed on ~ ,.v.r.. .Ide.
._ If RESIDENT DECEIJEKT Ak' cheCk or MnlV ardllr p.,.tIl1 tal REGISTER OF WILLS, AGENT.
.. If NQH.REI1DEHT DECEDENT ,., cMck or .oMY order ply.,.e tal COHl1ONWEALTH OF PENNSVLVANIA.
All p..-to ,...1.001 ....11 .. _11001 fI..t t. ... Int.r..t ...1... ... .. - with on. ,_Indo' _11001 t. tho tOll,
RlF\ICD U:Ah A nfund of I tPl credit, ~lch .... not r.....ted on the TaM Rdurn, ..v be r......ted bv c~l.t1", W1
-AppllcIUon for Re'und of p......yly..,l. Jnhel"ltMCI Md E.tat_ 'IX" (REY~1S1S). Application. .r. IVlllll1bl1 It
thl OfficIO' tM Aeaht.r of WUh, MY of the U AI"'''''' Dlltrlot OffiCII or 'rOll tM DePart..,,". '''-hour
In.Marlne ..rvlce ~r' for 'or.. orderlnGl In penn.ylv~l. 1.lao-s6t.2DSO. out,to. pennlvlv.nla
Ind within lac.l Harrisburg '1"" (717) 717-1094, TDOI (717) 712.2152 CHelrlng 1.,.I,ed only).
REPLY TOI
Cu..Uon. ,..-,dlng .rran con"._ on thle nattu ~Id be IIddn..M tal P' o.p.rtMnt of R.v..-.u., lur....,
of IncUv.duIIl Taxa., AnHI Post A......."t R.v.... Unit, u.pt. za0601, HarrlabUra, PA 17121-0601, phoM
(11) 717"6505.
If ~y t.ll W. .. p..d tdthln thr" (5) call1ndar aontha .ttar tMi decadant'. death, . flve parc."t (5X) discount
of the tax paid .. allowed.
Intu..t .. c:hIIrged tMtQlmlna ...th flrst day of dellnqulN1CV, or nine (9) IIOnth. .net ana (I) dav frOll the date of
death, to thli data of pavant. TaMa. which bM" dallnquclftt befora JanuIlrv 1, 1911 bear .ntera.t at the nte of
.be (6X) percent par .... calcul.ted at a daUV' rat. of .000164. All tp" which ~ Hllnquant on ~ .ttar
January 1, 19.1 ..Ul bMr lntara.t .t a r.t. wh.ch ..Ill v.ry frOll c.l.nd.r y..r to uland8r yaar ..lth that nta
announced by the PA o.,art...,t of R.v..... The 1PP1lC8b1. lnt.rut rat.. for 1981 thrOUGh 1995 are.
olSCOUNTl
INTEREST I
V.., Inhr..t R.t. Dally Int.r..t Factor V..r Int.ra" R.ta Dalh Inter..t Factor
1911 lOX .00054. 19.7 'X .000147
.913 '6X .ooo"sa 1918-1991 11X .000501
"14 11X .000301 .... 'X .0001"7
1915 15X .000356 ......- n .000l9Z
.... 'OX .DODZ7" .... 'X .000247
....Inter..t .. U11cul.tM II foUaMl1
IKTEREBT . BALANcE OF TAX UNPAID II IW1llIER OF DA YB DELINQUE!IT II DAILY INTEREST FACTOR
,,-any Hottu luued .nu thII taM beCa.. dallnquent ..111 raUact ." Int.nd ulc:ulaUon to flnaan (15) day.
beYond tMi data of thII .........,t. If paY""t .. ... .ttar thl lnt.n.t coaput.Uon data thoWI on the
Hot.ca, additional Int.r..t au.t be c.lcul.ted.
"".-:'.- -
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: JOllll E. IillRTZ
Date of Death: April 7, 1994
Will No. Admin. No. 1994-00051
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... No
2. I f the answer is No, state when the personal
representative reasonably believeo 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 iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes... No
Personal reprenentative is aole-hoir-at-law.
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 b ta hed to this report,
'O~Jel
, .!
It)
~ne
N
CL
<Xl
I
6;:<'1 qCJ~
\1 :
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J. Robert S
Name (Please type or print)
l1arltet Square Bldg.
llechanicBbur~. PA 1705~
Address
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( 717) 766-9673
Te l. No,
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CapacitYI Personal Representative
x Counsel for peroonal
representative
(MAHlrmf/AM3)