HomeMy WebLinkAbout94-00884
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I)ETITION I-on PIWIIATE und GnANT OJ. LETTERS
/~III1I,' oj ~'\es_Cj'1.~~LS.__ No, ~(- 94 - J?t!1f.
111,\'(1/;1/1111'1111,' _____...___.____.__ To:
-_. . -,....----- I{egbler of \~iIIs for Ihe\ \
"------.~.,' _/~','lI,l'L'd. ('OUI1l)' of ~~\.\,U~r_Ull.1C.\ In Ihe
Sodul Sfl'lltlt" No. ac...0:::.\~.5l.i2t)_ ('onllllonwellllh or l'enll,ylvlIllln
The pellllou of Ihe under,lgnell rc'peclfully l'el"e'el1l' 111111:
Your ,"'llIioner(,), who b/ure IH )'eurs of nile (lr ol~'r ntlhe e'\CJ:JII~.......x
In Ihe hlSl will of Ihe IIho,e IIeel'IIelll, dilled . ~\ \ ~
nnd collldl(,) dnled
~ll\ed
,19
C~IUII.' rdl.'HIIII dICIlI1l\IIlIl~'~'\. (',M. rl.'lIl1l1dlltlnll, tJrulh III' C'\I.'(lllut, ('II:.)
lJecenllelllllll' IIomldlell III delllh in C, \ ..\....1 - I: \ COllnly, Pc
'ha.;s ~51 fnmll)' or prillclplIl re,idenee III . ., ." ~
(Ihl '1r<<1, lIumh", 11lIlll1lundl'ulil)'}
I?"fellllenl,.lh~n . '1 \ y~nrs of~lge, died Cl",-k,b.e.r ~ , 19.::JL.
III-\SU.L'I/~P.I_til.--:EO;.('l.Jn .
Excepl II, follow" decedelll dill nol mnrry, WIIS nol divorced IInd did nOI hnve n child born or ndopled
nfter execllllon or II Ie will offered for prohnle; WIIS nOllhe vlcllm of n killinll nnd wns never IIdJudlellled
ineolllpelclIl: ~n
IJceendenl nl denlh owned properly with cMimllled vnlnes us follows:
(If domicilcd In I'n.) Allper,onnl property
(If nol domiciled in I'll.) I'ersonnl properly in I'cnn,ylvlI'nln
(If nOI domleilcd in I'll.) I'er,onnl property in Connly
Vnlne of renl eslnle In I'cnnsylvnnln
situnled ns follow,:
~c;::,"i<;Io,9':L
$
$
$.
$
o
WHERIWORE, pellrioner(s) respcclfnl
prescnled herewilh nnd Ihe grnlll of lellers
thcron.
rohnle of Ihe Insl will nnd eodlcil(s)
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OATH 01<' I)ERSONAL REPRESENTATIVE
COMMONWEALTH OJo'I'I1NNSYLVANIA }' He
COUNTY OJI CUMB.ERl.AND
The pelitioncr(s) above.nnmed ,wenr(,) or nfl1nn(s) Ihntlhe slnlemenlS inlhe foregoing pelition nre
Irue nnd cnrreel IOlhe hesl of Ihe knnwledge nlld belief of pelitlnner(s) IInd IIl11lns personnl rcpresen-
Inlive(s) of Ihe nhol'C decedcnt "clitionerls) wi 1 weHund Iruly n minisler Ihe eMnlC neeordlng loinII'.
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N 21 - 94 - 848
o.
Estate of
JAMES C, MYERS
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 19. 19~. In consideration of Ihe pelhlon on
the reverse side hereof, sntlsfnelory proof hnvlng been presenled before me,
IT IS IJECREED thnl Ihe Inslrumenl(s) dnled JUL Y 15. 1987
described therein be ndmltted 10 probnle nnd flied of record ns Ihe Insl 11'111 of
JAMES C, MYERS
TESTAMENTARY
CAROL ANN SWEIGARD a/k/a CAROL A. SWEIGARD
ond Lellers
nre hereby grnnled 10
FEES
Probnle, Lellers, Ete, .. . ,. , . .. S 40.00
Shari Cerllnenles( 4) .. .. ...... S 12.00
Rell.Unelnlloll ,.....,......,.. S-n-nn-
X-pages ".uu
JCP S 5,flO
TOTAL _ S 66.nn
Flied ,..,. ..P~.1Q~~g .1~... .m~... .,....
ATTORNEY (Sup. Ct. 1.0. No.)
ADDRESS
PHONE
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Mailed letters and order to Executrix on 10-19-94.
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tuO&mnfY....
tfU 'OA lIuI
tERmlCAlt 12001
WAliNING: 11 IS ILlEGAl I Ll /II. HIl lUtS COPY Oil
TO DlJI'IIC/l1 E 1\1 1'1101 OS I III Oil PIIOlllGnAPII,
COMMONWEAlTtt or PumS'1'lVANIA
DEPAI1TMENT or lICALnt VITAL nEconos
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT, NO, 2382870
10 - 1.1- - rt/
Oat. III I..... III H.., C.."Ioultllltl
Sex
Place
Ivanla
Race
Part I:
(a)
u.~z
(c)
(d)
ParI II: Other Slgniflcanl Conditions
MannerofDea~
Natural ff Homicide 0
Accident 0 Pending Investigation 0
Suicide 0 Could not be Delermined ,0 -" iJ
WsJ~~
Address t ~~ 0
Is correclly copied from an original
original certlflcale will be forwarded
) 22.222
Doscribe how Injury occurred:
~.. D.O., Coroner. M.E.)
This Is to certify that the Information l1ere given
death duly filed with me as Local Registrar, The
Vital Records Office for permanent filing, ..' ~
/~.
certificate of
to the State
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lVL",1 ",,,"""., 01 ",UIAI'Cl)."t
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0.,. Hl'Cel.'d l'>y Lou. lIeg'''rar
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3Enst 3l11Iill nub QItstnmttU
OF
JAMBS c. MYBRS
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I, JAMBS C. MYERS, of Bast Pennsboro Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this os and for my Last Will and Testament,
hereby revoking any and all other wms and Codicils hcrebefore made by me.
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ARTICLE I
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I direct the payment of all my legal debts and expenses of my last mness and
funeral from my estate as soon after my death os conveniently may be done. I
authorize my Bxecutrlx to expend funds from my Estate for the purchase, the
erection and Inscription of a suitable gravemorker. All of the foregoing shall be
considered expenses of the administration of my Bstate.
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ARTICLE II
I give and bequeath my automobiles, household and personal effects and other
tangible personalty of like nature (not Including cash or securities), together with
any exlstlng Insurance thereon, unto my niece, CAROL ANN SWEIGARD, Harrisburg,
Pennsylvania, If she survives me. If my niece, CAROL ANN SWEIGARD, faUs to
survive me, I give and bequeath the same unto my niece, PATRICIA WATT, Etters,
Pennsylvania.
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ARTICLE III
All the rest, residue and remainder of my Estate, of whatsoever nature and
wherever situate, I give, devise and bequeath unto my niece, CAROL ANN
: >,;,,;<,.:,,:\ ~;.t-~t:,'~i~;;.it.0;~:.u-SP'r;~i';"~;,..." ,'_'~" \......,-.,;.;:..,..'"'j:.J'":.,-.:,~t:P'h.n......<...L....'.~--- '0
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,
SWEIGARD, If she survives me.
me, I give, devise and bequeath
unto my niece, PATRICIA WATT.
If my niece,
all the rest,
ANN SWEIGARD predeceases
and remainder of my Estate
CAROL
residue
ARTICLE IV
I name, constitute and appoint CAROL ANN SWEIGARD, Executrix of this my
Last Will and Testament. Should CAROL ANN SWEIGARD, fall to qualify or cease
to 80 act, I name, constitute and appoint PATRICIA WATT, alternate Executrix to
complete the administration of my Estate.
IN
day of
WITNESS WHEREOF, I have hereunto set my hand and seal, this
~ ' 1987.
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(lNY/'1 (,1-)/ e, Yt'J<je/1.<V
o James C. Mye~J
Signed, sealed, published and declared by the above-named Testator, as and for
his Last Will and Testament, In the presence of us, who at his request, In his
presence and In the presence of each other, have hereunto subscribed our names as
witnesses.
(SEAL)
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF L"UMBERLAND
9S1
I, JAMES C. MYEIlS, whose name Is signed to the foregoing Instrument, having
been duly qualified according to law, do hereby acknowledge that I signed and
executed the Instrument as my Last Will and Testamentl that I signed It wllllnglYI
and that I signed It as my tree and voluntary aet for the purposes therein
expressed.
-91-7''''' JVV' (;, 'n71/~~
d James C. M~s
Sworn to or atrlrmed and acknowledged before me, by JAl\1ES C. MYERS, this
ISJ^ day of ~ ' 1987.
0"'N~tarfPubl1~
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AFFIDAVIT
COMMONWEALTH 011 PENNSYLVANIA I
I SSI
COUNTY OF CUMBERLAND I
We, ~U'h... ~-dJ. and ~Vlld /J. 77/ ~ the witnesses
whose names are signed to the foregoing Instrument, being duly qualified according
to law, do depose and say that we were present and saw the Testator sign and
execute the foregoing Instrument as his Last Will and Testament; that he signed
willingly and that he executed It as his free and VOluntary act for the purposes
therein expressed; that each of us In the hearing and sight of the Testator signed
the Will as witnesses; and that to the best of our knowledge, the Testator was at
that time eighteen (18) or more years of age, of BOund mind and under no constraint
or undue Influence.
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Sworn to or attlrmed and subscribed to before me by cRy~ .-'k1V>fM...u.....-,
and ~V>U(;J ?'/'jNJ/ ,witnesses, this /5,h day of 9~ ,
1987. /
~ fl, .4:jr
Notary Public
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CERTIFICATION OF NOTICE UNDER RULE 5,61a)
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Name of Decedentl ~",,^~r\ C' ~.,,"
Date of Death I IO\S? \0, l!..
Will No, \qC\c4--o0~:~.4- Admin. No,~,-\-.O'8;~t../-
To the RegisLerl
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
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Address
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Datel_\-~~-~S
0.m~'._j
Signature "- ~-
Name c.""o\ A ~W~\cY"'~
Address \()U,{) llV'lo}e~ eJ
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Telephone nil) ;;r~3-10lj.1
Capacity: ~ Personal Representative
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Counsel for personal
representative
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Inventory 01 the reel and pereonal eelale 01
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deceaaed
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COMMONWEALTH OF PENNSYLVANIA i.
COUNTY OF CUMBERLAND J
III
bolng duly
.ceordlng to I.w, dopolol .nd I.YI th.t ho
-----_ or tho e...to or
I.to or -...- '...'_.. , Cumborl.nd County. 1'." deculed .nd th.t th.
withIn II .n Iny.ntory m.do by ---_. , th. uld
Dr th. entlro ....to or 1.ld doe.dent, conllstlng Dr .11 tho pe"onal prop.rty .nd ...1 ....... except rul .,t.t. ouhld.
th. Commonwulth or Pennlylvanl., .nd th.. tho flguro. oppo.lt. o.ch Item or the Inyentory ..pre.ent It'. '.Ir y.lue
.. 0' tho d.to 0' d.codont'. duth,
.nd ,ub.crlbod bo'oro me,
19
Eucutor . Aclmlnhft.tor
Addr...
D.te or Duth
Day
Month
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INSTRUCTIONS
I, An Inyontory mu.t be 1II0d withIn threo month. .fter .ppolntment 0' pe..on.1 ..preunt.tlye,
2, A .upploment Inventory mu.. be lIIed withIn thIrty dey. 01 dl,coyery 0' .ddltlon.1 eueh,
], Addltlonel .heeh m.y b. .tt.ch.d .. to pe..on.lty Dr ...Ity
4, See Artlcl. IV, FIducIarIes Act 011949.
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REV.UOO u+ ,(It.)
+ +
20. If lIn. 19 I, gr.ater Ihon lIn. 18. .nler Ih. differ,nct on line 20. lhl, I, Ill. OVERPAYMENT.
S 0 ...rr.r:I....................... 'Ul..~tllilt... ...IIImIr.'l..Tj..II.....I.....l.... "HI..
21. II line 18 I, gr.ater Ihon line 19, enter the differ.nce on line 21. Thl, I, the TAX DUE.
A. Enter the Inter.,t on the balanc. due on line 21 A.
B. Enl.r Ih.lotol of line 21 and 21A on lIn. 218. Thllls,h" BALANCE D1IE.
Make Check Payabl. leu Realll., of Will., Agent
I BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ,I
Under penaltle. of perlury. I declar. thai I ho.... exomined thh relurn. Inc.luding accompanying Ich.dul.. and Ilal.menh, and to the bll' of my knowledge and beU.f,
I tru', cor red and compl.,.. I declare that all r.al ..101. hOI been r.ported 01 true morkel yalue. Declaration of preporer olher Ihan Ihe personal repre.entatlv. 11
o. on 01 r on which preparer ha. any I!:nowledge.
SI tuU ,fR N '0 IIU ,ell flUNO RlI RN ADDRUS "\ DAtf \ \
~_ 1~~
RE'IlUfN" V / ADOIIUS DAn
...~C_li"I_.~,:J~( LC'r-r ll..,--_~-...-,-L..n 1~_t.(,_.L_ (,/3(/1S'
t- L.'_oI_-j ,", ~~)r-'~ _ .-~-:). /',<1 I 'I If ;l. 5
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OR OATIS O' DEATH AnER 12/31/91 CHECK HIRE
If A SPOUSAL
POVERTY CAlDIT 15 CLAIMED 0
fill NUMIIR
.21, 7'1- 0 J.r~1
NUMBER
COUNTY C~OE YEAR
DlCIOlt~1'S COMPl(lI ADOIll L
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f ".r _. , r'il I -; , ;J '" ..:;., ",- ~
COUIlI ('_ 1(, , -,.. J. ~ r I" '\ tI...
AMOUNt RlCllVID (U( INUIIUCTlONSI
I" iIl"'lc..."lj ,uh'flljO veuu' HAI,I""" "." '''0 ",.tltlll Iwl"11
o 3. Remainder Relur"
(lor dcl.1 01 d.olh p,lor 10 12.13.B21
o 5. Fed.rol e.late ToA Relurn Required
[~n,
OA,
GY6,
o 2. Supplemental Relurn
Original Return
o 40. Fulure Inl.re.t Compromlle
llcr dor.. cl d.olh oil.. 12.12.821
Decedent Died ",tate 0 7. Decedent Maintained a living Tru,1
(Alloch copy 01 Will) (Alloch ccpy cl TrUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
'M 'L COM'UlI MAlUN9 ADORU .
r ' (11_" ,e .3/0 {IJ (/( l'l v " I."'-('-~
V("ll' ('ll ,t'. I... r.'l (t... .1., 1'r1
limited e.lole
_ B. Total Number of Safe Depo.ll 80'"
.;-I.;~',,:<
17070
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1. Reol e.late (Schedule A) (1) 00
2, SlaCks and Bond. {Schedule 8} ( 21 ^ ()
3, Clo..ly Held SlocI!:/Porln,,,hlp Inler..t (S(hedule CI (3) O~
A. Mortgage, and Not.. Receivable (Schedule 0) I A I 00
5. Cosh. BanI!: DllpO.lh & Mlte,lIoneoul Penonol Properly (51 'f tr, >1. ~ "
(Sch.dul. EI
6. Jolnlly Own.d Proporly (Schodul. F) ( 61 .06
7. l,on".n (Sch.dul. G) (Schodul. II (7) . . 0
8. Tolol Gran A..el. (total line, 1.71 i' 5 1'1;1.. . J)
9. Funeral EK~en.... Administrative Co,U, Mlleelloneau. (9)
Expen,.. t chedule H)
10. Debll, Mortgoge 1I0bllitl", Lten. (Schedule I) (10) . u G
11. Total DeductIon. (lotallln.. 9 & 10)
12. Nel Value of e.tola (line B mlnu. line' 1)
13. Charitable and Governmental Bequel's (Schedule J)
lA, Nel Value Sub IIci to Toll. (line 12 mlnu.llne 13)
15, Spoulol Tran.fen (for dol" of dealh oher 6.30.94)
Seo Inltructlon. for Aftpllcoblll Percentage on Revene 115)
Side. (Include volu.. ram Schedule K or Schedule M.l
16. Amount 0' line 14 loxable 01 6% rate (16)
(Include value. from Schedule K or Schedule M,I
17, Amount of lIn. 14 10lloble 01 15% role 117)
(Include vatu" from Schedule K or Schedule M.)
18. Prlnc1pollolt dUll {Add tOK Irom lIn., IS, 16 and 17.}
19. Credill Spousal Poyerty Credit Prior Pay me nil Dlltounl Inlere.t
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Act ,... ., 1994 p~ovlde. for the reduction of the tax rate. Impo.ed on the net value of trande,. to or for
the u.e ef the .pou.e. The rate. a. pre.crlbed by the .tatute will bel
e 3% (.N) wMl be applicable for e.tate. of decedent. dying on or after 7/1/94 and before 1/1/96
e 2% (,HI wlH be applicable far e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1% (.'1) will Ite applicable for e.tate. of decedenll dying on or after 1/1/97 and before 1/1/98
e Spelll.' ....nlfer. occurring on or after 1/1/98 will be exempt from Inheritance tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
ay PlACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS.
1. 0101 decedent make a Iransfer and:
o. r.tain the use or Income of the property transferred, .......................................................
b, retain Ihe right 10 deslgnole who sholl us. Ih. property Ironsf.rr.d or lIs Incom., ...............
c. ret.tn a reversionary interest; or ...................................................................................
d. recelv. Ih. promise for 1If. of .lth.r poym.nts, b.n.flts or cor.V .......................................
2. If t1eeth occurr.d on or b.for. O.c.mb.r 12, 1982, did d.c.d.nt wllhln Iwo y.ors pr.c.dlng
d.ath transf.r prop.rty without r.c.lvlng ad.quat. consld.ratlonV If d.alh occurr.d aFt.r
December 12, 1982, did d.c.d.ntlransf.r prop.rty within one y.ar of death wlthoul rec.lvlng
adequate consideration'..... H..... ........",.......oo .................... ........0............ ..........................
3, Old d.ced.nt own an 'In trust for' bank account at his or h.r d.athV......................................
YES NO
./
/
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST ~OMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
tit, \/ ( (/ J'
':OMMONWfAl1H O. PlNN'YlVANIA
INHIIITANCI 1Ak .nulN
I"IDIN' Dle'DINt
ESTATE OF
J IL,,,-! I
c
IAII p,.potty lolntly.ownod wllh tho Right .f Survlvonhlp mu.t b. dl,cI...d on Schodul. '1
ITEM
NUMBER
DESCRIPTION
" I /\ t ,f''''-''Ji 5. 3 1:1 (."uo$1-
1./eJ., U t'" ,," ~ ( I' .J;' .J ~. ~
00. ....1) ',~ n /).. fJ U J ( C J... 0,:.... (f ".7., 7 , <;; 5 -.3
I<........~. u..-,...J.... J 0- I ,.. , ;.. .., 'J (CJ I \\.. , R.._ u. ^. ( tt.. {; ,. rl
{.L.f'u...,.I..... {-d (II A -I I..." 4., <.'
r< "~L' A-. Ir.... lit. ,., J I ,,-~ u....~,. (1 '.f'l.........
11u-,. ; ".. I I'=- II ..", .-.... ( c..~
T 0- ,. '( , I~ , c: f (: ,. ,r "1\. ..' f ,. ~ 1" r'7
,I '1.., ? rtL e rr < ~" J ,J -/~. oJ-; ..tl.. W "-'I ,y.
I., f I> ..)(..L /"..,.." -,,. <, C I<.
(Attach additional 8\0\- x 11"' ,h"'t If mot. spacoit n..d.d.1
VALUE AT
DATE OF DEATH
/I G. ? 5
J' I;t., "f
'f. I f5
I, 0 I
.33, 00
/, O. 00
'ISO. dO
:25'00.00
500,00
S
/-f.f'1 7, 4 L
'(VlIlIlIt.l/'_1
.
ITEM
NUMBER
A,
D,
4.
C.
1.
2,
3.
4.
S,
6.
7.
8.
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
. PI. as. Print or Typ.
F E NUMBER
~ /. '7 <I - tJ f J'.../
CO~MONWr.AlIH 0' PfNNSYlVANIA
INHfRIJANCr. 'AX IInURN
.UIO(N'DfCfDfNI_
J !l ('It L J
c
I'll, ,t',' ,2 J
DESCRIPTION
AMOUNT
1.
Funeral Expen.esl
{u- ,,- c.~ r ~. I
rl/o._,l(' (1. I J II "J'C~
/-{ r 70. U 0
./ r,;J. 0, 0 0
5 o. co
1.
Admlnlstratlv. CoslI.
Personal Representative Comml..lons
Social Security Number of Personal RepreSenlOllye,
Veal' Comml..lons paid
2,
Allorney Fees
3.
Family Exemption
Claimant
Addre.. of Claimant at decedent's death
Street Addre..
Cily
Slole
Zip Code
Relollonshlp
Probate Fees
P:':":) C"'''J -("
Mlscellan.ous Expense..
, G., 00
;lf5.00
C' ,'- ... 1. r r , ,,-,~.-(.., ( I ..... ~ "/.71
,j ~ ..... III t" J (b III 11l...,~l,.....: <,., -I,,' Cl'yt.
( (J '/, 1- ...JV 0 ",' n. , ... r
1 y,..JJ
~ J, S'I
) 9. ,;u-
-' -{. ~;I-
"7- 35
('p. L.
a,<..11
a.I.-ll
o c -I... L.. r
IlL,., (D~'" *I-.c... C"c 1.c. ~
A-I-( tl..J"-.-I';l. _/Vo"., n- '-'-^-'
TOTAL (Also enler on line 9, Recapitulation)
(If mar. spoc. Is n..d.d, Insert additional sh..ts of sam. sll..)
s :5 I q.~. 0 J'
V REV-lS47 EX AFP 112-94*
COKHOHW[AllH OF PENNSYLVANIA
DEPAR'"EHr Of REVENUE .
BUREAU OF INDIVIDUAL lAKES
DEPT. lI0601
HARRISIURD, PA 111ll-0601
,'I-.?-'II - '1
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ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT Dr TAX
DATE 10-17-95
EST T 0 ~ FILE NO.
DATE OF DEATH 10-08-94 COUNlV CUMBERLAND
NOTE. TO INSURE PRDPER CREDIT TD YDUR ACCOUNT, SUBHIT THE UPPER PDRTION OF THIS FORH WITH YDUR TAX
PAYHEHT TO THE REDISTER DF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
CAROL A SWEIGARD
310 PARK AVE
NEW CUMBERLAND PA 17070
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE. PA 17013
AMount n..Sttad
CUT ALDNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiilj=is4i-EX-iif'p-nZ":Qt.-nieificE--OF-YtiHEififliNCE-TA"inippjiiiisEHENT-,--iiLi.-owliNCE-iili--------------m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS JAMES C FILE NO. 21 94-0884 ACN 101 DATE 10-17-95
TAX RETURN WAS. (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI DRIGINAL RETURN
1. R..I Eat.t. (Schedul. Al (11
2. Stack. and Bond. (Schedule 8) (2)
3. Clo..ly Hald stock/Partner.hip Int.r..t (Schedule C) (3)
4. "artg.ga./Hot.. Receivabl. (Schedul. DJ (4)
S. Ca.h/Sank Depoalta/Hila. Parlonal Property (Schedule EJ (5)
6. Jointly Owned Property (Schedull Fl (6)
7. Transfers (Schedule 0) (7)
8. Total Au.t.
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funaral Exp.n.../Ad.. Co.ts/Hisc. EMP.ns.s (Schedul. H) (,)
10. Debts/Hortgag. li.bilities/li.na CSchadule I) (10)
11. Tot.1 Deductions
12. Nat Valua of Tax Return
15. Charltebl./Govarnnanta1 aequa.t. (Schedul. J)
14. Net Value of e.t.t. SUbject to TaM
If an assessment was issued previOUSlY, lines
reflect figures that include the total of ALL
ASSESSMENT DF TAXI
15. Anount of Lin. 14 .t Spou.al
16. AMount of Lin. ,14 taxable at
17. A.aunt of Lln. 14 taxable at
18. Prlnoipal TaM Dua
NOTE I
rat.
Lin..I/Cl... A rata
Coll.taral/CI... a rat.
U51
1161
1171
TAX CREDITSI
PAYHENT
DATE
RECEIPT
HUHBER
DISCOUNT I +l
INTEREST I-I
I CHANGED
.00
.00
.00
,00
4,817.66
.00
.00
lal
4,817.66
5,142,08
.00
(111
U21
U31
U41
~ 141 no
324.42-
.00
324.42-
14, IS and/or 16, 17 and 18 will
returns assessed to date.
.00 X ,03.
.00 K .06.
.00 X .15.
ual
,00
.00
.00
.00
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INOICATED, SEE REVERSE
FOR CALCULATION DF AODITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY aE DUE
A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
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RESERVATION I E.t,t,. a' dlcadent. dying an a~ be'O~1 Dlc.~r 12, I'.Z -. I' any 'utur. Intara.t In the a.t.t. I. t~~.f'rrld
In pa.....lan a~ enJoy-.nt to Cl,.. a (coll.t.~el) ben.flcl.rl.. of thl dacld~t a'tlr the 'Mplrltlon of any ..tlt. fo~
life or for v.ar., the Co~alth ha~eby I.p~a..lv r...rvI. tn. right to appr.I.. end 1..1.. tran.f.~ Inh.rltanc. TaM"
at the I.'ul CII.. . (coll.t.rall rat. on ~y .uch future Inter..t.
PtJIlPOU or
NOTICEI To fulfill the raqulra.ant. of Slotlon ZI~D 0' tha Inh.~ltanc. end E.t.tl Ta~ Act, Aat II of 1991. 72 P.I.
Sactlon Zl4D.
D.tech the top portion 0' thl. Hotlcl end .~It wIth vour p.v.ent to thl Ragl.t.r of WIll. p~lntld on the r.vlr.' .Ida.
.-"sk. check or ltOMy arder p.vabl. tOI REGISTER OF HILLS, AGENT
All plv-enta r.oalv.d .hall 'Ir.t be .pplled to any Intlr..t whIch 'IY bl due wIth any r...lnd.r applIed to the tlX.
REFUND CCAII A refund of . \1M orldlt, whIch w.. not rI~..td on the TIM R.turn, ..y be re"",.t.d by coepllUna an "Appllutlon
far R.fund of P~'Ylvanla InharltlnC' and Eltat. TIM" (REY-1515). ApplIcatIon. ara IVIIlable at the O"lc.
of the Ragltt.r 0' WIll., any of thl 25 R.venu. Dlttrlct o'flc.., or by call1na the .paol.l Z4-hour
tn.warlng .arvlca nuabar. 'or 'or.. ord.rlngl In Penn.ylvanl. l.aOO-J6Z-Z0S0, out. Ide Pann.ylvanl, and
within lOCI I H.rrl.bur. .raa (717) 7.7-a09~, TOO' (717) 772-2252 (Hlarlng lapalred OnIV).
PA'mEHT I
DIJECTIONSI Any partv In Intar..t not .atl.flad with the .ppr,lt..ant, .Ilowanc. or dl.'llowanca of d.ductlon., or ........nt
of t.~ Clncludlng dl.count or Int.r..t) a. .hown on thl. Notlca au.t Object wIthin .IMtV C6D) dav. of rac.lpt of
thlt Notlc. bVI
.-wrlttan prot..t to the PA D.p.rt,ant of Ravenu., la.rd of Appa.l., Olpt. 281DZ1, H.rrl.burg, PA 1712.-1021, OR
..II.otlon to have thl ..tt.r dltar.ln.d .t audit 0' the .ccount 0' the p.rton.l r.pr..antatlv., OR
.-app..l to the Orphan.' Court.
AO.tlM
JlTRATlYE
CORRECTIONS,
INTEREST I
F.ctual .rrar. dl.cov.r.d on thl. ......-.nt should b. .ddr....d In wrItinG tal PA O.p.rt..nt of RIVanua,
Bur.au 0' Individual TaMI', ATTNI po.t A......ent Rlvlaw unit, O.pt. ZID6Dl, Harrl.burg, PA 1712..D6DI
Phona (717) 7.7.6505. S.. p..a J of the book lit "Inttructlon. 'or Inhlrltance Ta. R.turn 'or. R..ldant
Dte.d.nt.. (REY-1501) 'or an 'MPlanatlon 0' sdalnl.trstl~.lv corr.ctlbl. .rror..
If any t.~ due I. paid within thr.a (5) calandar eonth. .,t.r the d.c.dant'. d.ath, . 'I~. p.rcant (5X) dl.count 0'
the t.M p.ld I. allowld.
Int.r.tt I. ch.rg.d b..lnnlng with flr.t day of dlllnquency, or nln. 191 sontht and ana (1) day fro. the d.t. of
dl.th, to t~ d.t. 0' p.y,ant. f.... which bac... d.llnquent b,'or. January I, 19.2 b.a~ Int.r..t at t~ r.t. of
.1. (6X) p.rclnt par annua c'lculat.d .t a d.lly r.t. of .000164. All t.... which b.c... d.llnquent on and aft.r
Januarv 1, 1912 will b..r Int.r.tt at a r.t. which MIll v.ry froa c.l.nd.r v.ar to c.land.r y..r Mlth that r.t.
announced bv thl PA D.p.rt.ant 0' R.vanu.. ThI eppllcabl. Int.r.tt r.t.. 'or 19.2 through 1995 .r'l
DISCOUNTI
~ Int.r..t Aat. bUv Int.rut F.ctor !!!! Int'~lIt Aat. DaUy Int.ra.t Factor
191Z ,or .DDD548 19.7 .. .000141
1915 I'~ .DDDU. 1"8-1991 m .000501
191~ m .UUDI 199' .. .0DOlU
1915 m .DOUS. 199J-I9M 7~ .000192
1916 m .DDD27" 1995 ,~ .0DDlU
.-Int.rllt I. c.lculat.d .. 'ollowtl
INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. I..uld ,'t.r tha t.M bacoa.. dallnquent will rlfl.ct .n Int.r..t c.lculatlon to ,I,taan (IS) day.
b.yond the d.t. 0' the .......ant. I' p.vaant I. a~ a't.r the Inta,..t co.putatlon d.t. .hown on the
NOUc" addl lIon.1 Interllt ....t b. calculat.d.
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Cumberland county - Register Of Wills
Hanover and High street
Carlisle, PA 17013
Phonel (717) 240-6345
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Datel 9/03/1999
:'
CAROL ANN SWEIGARD
310 PARK AVENUE
NEW CUMBERLAND, PA 17070
REI Estate of MYERS JAMES C
File Number I 1994-00884
Dear Sir/Madam I
It has corne to my attention that you have not filed the Status Report
by Personal Representative (Rule 6.12) in the above captioned estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1,
1992, the personal representative or his counsel, within two (2) years of
the decedent's death, shall file with the Register of Wills a Status Report
of completed or uncompleted administration,
This filing will become delinquent onl 10/08/1999.
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~!.~~~:::P>>C vm~
REGISTER OF WILLS
CCI File
11-" __1
11- ....!J-
.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No,
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 No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
J. If the answer to No, 1 is Yes, state the followingl
a, Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
Signature
Name (Please type or print)
Address
( I
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
(HAH:rmf/AHJ)