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HomeMy WebLinkAbout95-00384 ~- I)ETITION Hm (a~ANT OF I.E'I"nmS OF AI>MINISTI~ATION ) I' h~\ III cr 7 E,'lule of .;Lk.,"-71}~' )!.t,~.PI>"'u___ ul.w k"o..." us --.----- -#'(-7---"''''-- Ill'cl'II.ll'd. SlIdul Sel'lIrll)' Nil. nL ,,/. .1'. _)~:v 1:.....-_.___ No. ____d< 1~_'15:=__3~L___ To: Kcg"lcl' or WII" rill' Ihc COIIIII)' or _._._C_l!f1B!RL~lliL- ill Ihc COllllllolIlI'cllllh or PCIIII'yll'lIl1ll1 Thc pCllllon of Ihc ullllcr.lgncd rc,pccll'ull)' rcprc.cnl' 1I1lI1: Your pCllllollcr(.), whu Is/urc 18 YCllr. of ugc or oldcr, u""I~?'.s _ I'or kllcr. of lIdmlnlslfllllon _______. _ ou Ihc clinIc of (lI.b.Il.; pendente Iile; lIUfllnlc llhwlIIla; lltHlllIlC IIllnnrillllC) Ihc lIhovc dcccdclIl. Qj:eJ:lldel1l WllS domiciled 1lI dClllh III_e....JJJ1~".~'~ COIlI1l ,Pellllsylvpvla, wllh :;1,) h /!l:.:'::> lasl family or I?Jlllci,,'lln;lij~ellcc III .'" . !',.ft;;Jt';;>,.-lS.D ". .. J) ,'1; I d cP'. ~ d(1~I(LL.tfJJ\.,r Ct~'''t..-s, '"/J (Il~.i!nlllTlhCrlllldll1un"IJ1nllt).} Des~ cl1l,lhe ',& 7 YCllrs of IIge, dlCd@JJffI'/ 7- - ) )' ?~... , 19 01 c~ DeeClldenl 01 dClllh oWllcd propcrty with esllmnlcd vlIlllC. liS folllows: (If domiciled In 1'0.) All pcrsollnl properlY (If not domiciled In Po.) Personlll propcrly in PCIIII.ylvallill (If not domiciled ill I'll.) Persollal property III COlll1lY Vallie of renl eslale ill Pellllsylvallla sltualcd os follows: . $ .... ',"' . $ $ $ .'1/aD.,ro Pelltioner_ after n propcr scureh hll_ useertalllcd thaI dceedclIl left 110 will and wus .urvlved by the followillg 'pollse (If ullY) alld hcirs: f). . ~1I C n. ~. c1~i'7."hiP J!,,~ C ~/L-~YV ,(/~ c- ~-r r.:\ ,......ftY- '. l---- 1- -;l.,.' / . I..,I!J/.:J- p' h RCSldcI1CC ~~/:!1'~1t~'P/"4 ')0'1 -:1:!.... -' . F . - u,., I.~J':',^"~ THEKEFORE, pClltlollcr(.) rcspcelflllly rcqllc.I(.) rhc grul1I of ICllcrs of adrnilliSITUllolI III Ihc approprialc form 10 Ihe 1II1dcr.igllcd. t W"t.fl:ve- . (' ~7{ lC""[~ .,,- 'Ct "'. 'g,g ~-- -::~ ,,~ 30 Ii ~ Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } S8 Thc pctltloner(s) abovc-named swcar(s) or arnrm(s) that thc statcmcnts In the forcgolng petition arc truc and corrcct to thc bcst of thc knowledgc and belief of pctitioncr(s) and that as pcrsonal rcprcscntativc(s) of thc aboyc dccedcnt petltioncr(s) will wcll and truly administer the cstate according to law. Sworn to or arnrf}~ and subscribed [GRt ~lft'...~ C . ),( ",...L.:.- beforc mc this d~ of MIIY t9 ~~ C2o. ~ (j on 0\ --:; . ~e;lslerUt.L f'Ul-- ~///c.... "f'/! LEWIS I .1 III r- ~ "- ~ : \ ~ :r. No. 21 - 95 - 384 ., ,.. l.J (.) cuu.: a: I/J OJ Ie 1-" _ :> Estate ~ FRANK R KERLIN , Deceased GRANT OF LEITERS OF ADMINISTRATION AND NOW MAY 22. 19~, In consldcratlon of thc petition on thc reverse sldc hercof, satlsfactury.proof having been prcsented before me, IT IS DECREED that PAULINE C. KERUN Is/arc entltlcd to Lellers of Administration, and In accord with such Ondlng, Lellers of Administration urc hereby granted to PAULINE C. KERLIN FRANK R. KERLI N LL R"I.rer of Will. MARY C. LEWIS <<}~:;' In Ihe estate of FEES Lcllers of AdmInistration ",.. S 18.00 Short CcrtlOeates( 1) . .. .. . .... S 3 , 00 Rcnuneiation ................ S JcP S 5.QQ TOTAL S 26.00 MAY 22 - 19 95 Filed,.......",!.,....,., A.D, - ATTORNEY tSup. 0. 1.0. No.) ADDRESS PHONE Mailed letters and order to administratrix on 5-22-95. 1111,\"'1' III V -j"", Thi", I'" to n'rdl)' Ihill 1I11' il1(orm.lliollllt'll' J.:I\('JI i.. (1IIfnll)' IllJ'II'" IrIlI1l ,lllllli,L:ill.d 11'llllh';lI('lll dl'.lIh ,dill)' I"l'd \\illlllll' .1\ 1.0r.11 Hl'gi\lr.lr. Thl' 11Ii~IIl.llll'l"lifil alt' \\illlw IIlIW.lI'd('ll III 1111' ''''.Ilt. Vilal Ht illltl, (HIIlI' for flt'rlll,llu'l\l IJIIII,l: WARNING: Ills IlIogallo dupllcale Ihls copy by pholoslat or pholograph. Ft'l' fllr Ihi\ u'nHk.llt'. $~.oo ';;k.!J~d~, ~L A.~w.. _-..1(.__ ._._..H..... -.--__.__~u_ I.tll'ill nl'~llIIlar 2869394 . S'~~L~_~__L.~:"____ l>,lle -_.._._-~--------._.- Nil. "'!l&IU,,",.., COMMONWEALTH OF PENNSYLVANIA. D!PAATM!NT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ..., .,.., ... ~ OltlPI.H"'.~~'" I. Frank Rt lterUn, Jr. MlIl"~ l'ftAft ... IIOlI'ItAI,.. _0 HarrtBbur PA ,""'" 1I11Q_......_~ ....'''.......11 1JOOAl..lc""'r"....-.1l ,. 201 - 18 - 3346 M. t. Hale "" O'IIDl'te"'..,..._...._ . Hay 9. 1995 DAII ''''1.. c5cl'o~'8rI8. 192 -, ~ "1II..,....,c-" -~----...- __0 .,.0 ~o . Cumberland -... ._eoc Lower Allen TYp. --., \.'hitl!: ~'~I ,,_~__, .. ,,-.....~'='.::~ Hechan1c I Auto Repair OIa:te'"........INQ~..__~_....,,..c.,.. OIC1te", 4191 Cettysburg Road. Lot 20 ~~~ tt. Camp H11l, PA 17011 0f'I.::::::' 'olIItUI"""""''''-'LM1 Frank R. Kerlin. Sr. M~~ h'Jnn: C. Kerlin ....0 c-..tJ ............0 .....0.-1, ......tAU UI....... --- ---.. Harried au line Runk Alhn Tn\lI1l1hfp ~I PennsYlvania tp..... tp..iJ__....,'" 1.n\le!' .. - ... ........, ,,.0:"'''':''.::'. MOIICIl'ItAId"q..... "'-........... Anna Hammelbaugh '4l'W"'Ii:l:r;':t:.:'rs 'itoO'r. to't'20 17011 ,.. Cumberland Camp HUI, PA , .. ......----..,.._... W .."""-WO''''...~_......_I' ...- Hay 10. 1995 "" '0i0694-L .-- - o -..... 4100 17Ib9 17109 ... _no-...,,_......... .-.-...-....-,,-.. ......-.- ......... -.........-~ --...--... 07.0.'27E' ..[lJ ...0 I. _...__.................___..._ l.....__..._.... _llll.Ule.t.uIl,.... -.- ~.......- - -..- 17';'';\ I ,. [: Out: IO'lAU """" """,",,-IIOl'te"''' CIAIIOl'''''''''', ",,",.Pt-,~ ''''Ol'"^",,' ..........,"'lIIO'M, Olac-._~, , ~ o o ..... - ... IiY" .... o o o IV<< .........,...-........_.-....,._... ::"",...~ - -- c..... too---.... '" 0 ...0 ~~- '- -. ..... CIIIITIl'_p,........_ .a:Iltll'TMf'IInCII""""'-~_\Il___~....P__....,~_11l '......."'.............--...........-.c.I""'_.._.."'......".""...""...,.""...........,.'..... n. .;.;..--.c;;:,==-.r:=.~~=~='.=::.:~.:::c;.-="_.,....,.................. 0 ""DlUolD.lWlNf~1l O"I'M......"'...................,.,"""""'""'Iot""..........II.MIlK-.dttll-. UoM.hl.. ....,..............I.""~II.... .11.-..............................................,........................................................... N' 1,1II1_ , ~ /.. 1';"7,'", 'V )/,)/1'..9170// M. , 21 - 95 - 384 ~ f' N ~cl: 't5 fn N 0\' , ' (\~~:~ <'t; ; ."1- ) ., r- " .... .1 ~'l ::. ~ <-'\ .-~. .. 1\ ':j, );'1 b e'l .0 (,) '" \9. i_~ t:: Ola; ill=, a; Uu CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Will No. Date of Death: FRANK R. KERLIN, JR. MAY 9, 1995 Admin. No. 2195-384 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 (ollowing beneficiaries of the above-captioned estate on filA I Datel U. !LJU' 0:. Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except SURVIVING SPOUSE, '1'. II. fS .". ~r) ~: ) , ' .... ""'~ .~ r;"': Name ("'\ ~ <.1_ HI v) '.1\ p, ~ 1-, .:.:_ ::l 00 ---"---_..._".....,,~.....-........._.__,_._ ..~._..~_~._.~. "n'_ PAUliNE C. ft:^,,'~R:: Sic;fnature (/ Name GERALD J. BRINSER, ESQUIRE Address 22 N. RAILROAD STREET, P.O. BOX 323, PALMYRA, PA 17078-0323 Telephone(717) 838-6348 Capacity: Personal Representative X Counsel for personal representative ~ LAw OFtlCES BRINSER &. W AONER 22 NORTH RAILROAD STREET P,O, nox J21 PALMYRA. PENNSYLVANIA 17078 GERALO ,. BRINSER KEITH D. WAGNER (717)838-6]48 PAX (717) 838-6912 September IS, 1995 Mary C, Lewis, Register of Wills Cumberland County Courthouse South Hanover Street Carlisle, PA 17013 In Re: Frank R. Kerlin, Jr., Estate No, 21-95.384 Dear Ms. Lewis: Enclosed you will find an original and one (1) copy of the Inheritance Tax Return for the above-captioned estate. Also enclosed is check #1477 in the amount of $10,00 as payment ofthe filing fee for an insolvent estate. If you have any questions, please feel free to contact our office. Thank you, Very truly yours, BRINSER & WAGNER lA)~ Wendy L, I4bnking Legal Secretary on ~ r- ~l ; "" '.II ::n :'T1m il' (~ . , (.~J CU wlh Enclosures . .... f.P ~~? .~ \j) ~.~ .-0;... :t.. ;:~ :;. \.oj -- 11# CI .'" ~., . \'.,' .' . ", ,. '," '.. ,'.,;J"1 ,...., ~ Recordod Oflic~ 01 ReG I!ilor of 'I\.III!I _. '~J ; . . ,~: , r'o . 1. ,_"to ";1. .'" ,~ ',..\ "ii. . ,", .'< .i .,\. '.>. '-'.' >. ',', .., If' . .t I~ ~.' . !,. :1 J A, ~ .~ ::JUJ ~" V1 ==~ U. :I: ot- 0:: 0:::::> UJO~('l") J-ULIJ_ ~>-o::o <..!).....t-I""-- 1.1.J:;;::: Vl- a::go:: U')uw<C _ >0- :>:00 LJ.JZZLlJ .....Jc:%:< . ...J:t:v:; UeJx_ >-all-...J o::~~o:: o<C:::>Oo<C :S:UVlU . I' " ~ i.-. j " .~ ~' . ,. .. -',-'- ,.... '.. .' .' ".,. . ;", . , ~ i " .~ "j '.. . . ~ ';.-~;.! " , , , . -\'" ;...... 1',;', '..'" '" ':.'t. " " ,.-',...;1:;~~._,. <', '~". ,'.. I.,' _"-: ;\:~<':' - ': ';.;:: ,{, ' " ~ ~ :,'. . ",~;,>)~ ;1;~;'iL;)i';(\f ~ -:t.;;".. \~ " , l'-.)' i" !'<):>' '~~"""(""i' r Il~ ). -._,'. '. t- ,'. '. I ". 'I .' .rf''<1l "", :;?~~f !.~;:; , ' , 'i\ ; I. " " '.; ,- ~ '! : O-";i'_~' ',; ,'-".- ..! ",.'>';:. .,."" , '~ ','{:. - ~.- ! ~ ., '", . . . REV UOO II. t: 'il04' ~ ,,:5"' Illf~ "''''9 ...~.. /,5-- 3'/ - ~- G 1I~:J~}1' .~~ ... ili Ii! III '" tilE ~co ~z 8~ z co S E ~ ... w ~ 1. Rlol E,IOf' (Sch.dule AI 2. Slocle, Dnd Bond. (Sch.dule B) 3. Clol.l)' H.ld Slock/Portn,,.hlp Inte"I' 15th,dul. C) 4. Mortgag.. and Nol.. Receivable ISchedule 0) 5. Cash, Bonk C.politl & MllC.llan,ouI Penonal Prop.rly (Sch.dul. E) 6. Jointly Owned Property 15ch.dule F) 7. T,on.f." (Sch.dul. G) (Sch.dul. II B. Total Gran Aut'l (10101 Un.. 1.71 9. Funeral hpln..., Administrative COlli, MliC.lloneolll hp.nl.. (Sch.dule H) 10. Oebll. Mortgag. lIabilitie.. liens (Sch.dule II 11. T 0101 O.duC:llon. (10101 Un.. 9 & 101 12. N,l Value 0' EIlale (line 8 minus lint 111 13. Charllabl. and Governmental Rlque.1I ISchedule JI 104. NIl Valu. Sub tcllo Toa (lIn. 12 mlnullln. 13) 15. Spousol Tron,f." (for do'., of d.oth olt.r 6.30.94) 5.. lnltructlons for Ar,pllcoble Percenlog. on Re~.ne SIde. (Include ~olue' 10m Schedule K or Schedule M.I 16. Amounl of Une 14 tOJlloble 01 6% lale I'nclude ~olue' from Schedule K or Schedule M.I 17. Amounl of line 14 tOJlloble 01 15% role Ilnclude ~olulll from Schedule K 01 Schedule M.I 18. Principal tax due (Add lox from line, 15, 16 and 17.1 19. Cledill Spousal Po~erly Credil Prior Payments + ---- INHERITANCE TAX RETURN RESIDENT DECEDENT COMM"~~::\~\I~'I'i!,'WJt~U~'H" (TO BE FILED IN DUPLICATE 21 "'" ..."', WITH REGISTER OF WILLS) _~~~"IU~RG..:.P" 171180601 C;:OUNTY CODE. DICIOIN .~ NAMI UA:' ,'._:'. ...t~D M1DOlf INlt....1! OIClOwt'!I (OMPUIl AOO_IU _..K~R.L.J.lil FRIlt-l.K..B.,_, JR. __M_ .._ ____... 4191 GETTYSBURG RD.. LOT //20 ,oc". mu.". HUMII' ~"'''OIDI'''' ]"AIOO","'" CAMP HILL PA 17011 .', "'~~~'L';~':':;~L' i'N"E "c,.,,~..",;~:~~.(,;!- - L1,_~~;~~j!~~~~_~-~ C~'YM~~~:~~;f~~~I"Y,9i~~~ilf-------- tXlI. Original Relurn [I 2. Supplemental Relurn (] J. Remainder Return lfor dol.. 01 death priol to 12.13.821 o 4. limiled Eslate 0 40. fuMe Intel.st Compromls. [J 5. f.deral Estale To... R.turn Requited Ifal doles of death after 12.12.821 06. O.c.d.nl Died T.stol. 0 7. Oecedenl MaIntained a U~in9 Trust .Q..S. Tolol Number of Sol. Ceposil Bo...es (Anach copy of Will) IAnach copy of Tlust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAMf COM'IfU MAilING ADDUU GERALD J. BRINSER. ESQUIRE P.O.BOX 323 ""'HO"' HUM'" PALMYRA, PA 17076).. 717 636-6346 z '" !;1 ... => .. "' co ... S 'OR DATES 0' DEATH AnER 12/31191 CHECK HERE I' A SPOUSAL .. P9_~~_RTY c..~EDJ!l~Cl~I~ID_I)__ _________ fill NUMBER 95 YEAR 364 NUMBER -q (11-- ( 21 131 ( 4) 15 I _-.--!.! 465. 32 (6) (7) 1. 485. 32 (91 (10) 3,660.36 146.11 (B) 1111 (121 (13) (14) 4.026.47 -0- -0- (l5)_____..__________x,___" (16) (17) _______....____.____x .06 iii )( .15 iii (I B) -0- Discount Interest +-- (19) (20) 20. UlIna 1911 9reoler than line IB, enter the difference an line 20. This Is ,he OVERPAYMENT. aD Check horo if you oro roquOIllng 0 rofund of your overpaymont. ._______.:0_':... _._..__ (211 (21AI (21B) --------=-O-=--- --.... 21. If lIn. 18 is 9reoter Ihon line 19, enler the differenco on line 21. This Is the TAX DUE. A. Enler the Inle'esl on the balance due on line 21 A, B. Enter the tolol of line 21 and 21 A on line 21 B. This I. tho BALANCE DUE. Malee Cheell Payable tal R.ght., of Will., Ag.nt ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH 00( 00( Under penalties of perjury. I declare that I ha~e 8ltominlld this return, Including accompanying schedules and 'Ialementl. and to the bes' of my Io.nowledge and belief, it I, Irue, corred and (omplel". I declare Ihot all real eltale has boen 'eporl~d 01 true market ~olun. Oecloralion of preper., other Ihen the pellanol represllntali~. i. baled on olllnlormolion of which preparer has any ~nowledge. !lH 0' PI~Otl$lflLt fOR "w~GiifW~----...lib-IlTI!.----_.'--------~~-~~- OAll ------ __t"L(.(.- _~~_{:: (t./~.~~~ 9~~~~~~~~_~_fl.._R_Oa_d,_ ~~t: .//_20, _~~~~_H~~.~_,-_P!, _9- f :;l-_1.~n__ !lICot IRI 0' PRlrARlR H4 HI...N f,t'-AI!!ltllA'JIi'I AllllRf!!!. OAf( n___~~Q~_H9~_~2~! Palmyra, PA 17078-03237'"".1.,:2. .'lS'n. . ..NoUllU. v.... 5CHIDULI H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plea.. Print or T e ,. COMMOHwtAlTH 01 'INNlnVAHIA IHHUllAHCI TAX UrulH .,SIDrNf DICIDINf FRANK R. KERLIN, JR. 21-95-384 ITEM NUMBER DESCRIPTION AMOUNT A, Funeral Expen.el' I, Cremation :~clety of Pennsylvania Rolling Green Cemetery 970.00 724.36 2. B, Admlnlltratlve Ca.t.. Penonol Repre.entotlYII Commllllon. Social Security Number of Penonol Repre.enlotlvel Year Commllllon. paId I. 2. 150.00 AlIorney Fee. 3. Family Exemption Clolmant Pauline C. Kerlin Relotlon.hlp Spouse 2,000.00 ,. Addrell of Clalmanl at decedenl'. dealh Streel Addrell 4191' Gettysburg Rd., Lot HIO City Camp Hill Slale PA Zip Code 17011 4, Probale Fea. 26.00 C. MI.cellaneoul Expenl." I, Register of Wills - Filing Fee 10.00 2, 3. 4. 5. 6. 7, 8, TOTAL (AI.o enler on line 9, Recapitulation) (If more Ipace II needed, In.ert additional .heetl of lam. 11".1 S 3,880.36 \bill H!deraI SWINGS & lO\N ASSOCIATION 4297 Y 3009 0011 STATE~ENT OF ACCOUNTS 090-555848 ST~lSRENT ~~~~B8H 4-13-95 5-12-95 PAGE 1 OF 2 ~~~rKG~T~y~k3~GJRD LOT 20 CA"P HILL PA 17011-6700 [NTEREST PAID THIS YEAR o ENCLOSURES ACCOUNT: 090-555848 fi~6~~~1 4 SER~~~~ 1,412.io .00 UH~~E 362.81 ~OCUS 50 CHECKING 5TAT~~~~fO~iLANCE ~~~gif!S' 3 918.68 856.93 lATE ACTIVITY DESCRIPTION REFERENCE I -13 8EGINNING 8ALANCE I :t3 ~~~~~ li~8 I - ~ C EC 1 I - 3 C EC 2 I -1~ CHECK 1 19 : :19 ~~~~~ 1 23 \ :~o ~ ~~ \1 1 I -~, C ~C I -2 C EC I -2 C E~ !:~ ~ ~C 1 1 , -03 ~~ Tll~S~~~ ~~3 5 20~1 46A ~SA ,5~b ~~E;~i ll~l -08 C ~C ~ -08 C EC 3 :O~ ~"~~~ U3! :b ~"~~~ ub -i2 INTEREST CREDIT 5- 2 ENDING BALANCE ACCOUNT/INTEREST INFOR"AIION 4.37 FED TAX W THHELD THIS YEAR .00 D~~i~lfi/ ~~~~~~/ BALANCE 918.68 001i6001~0 00 ooof 8 00 100 00 00 0 00 001 0 ggfl ggl gg ggh68g~ 28 ggUi88A ~8 0010 002 60 0020 000 10 0020 000 0 0015 000 0 3~~:!! io.~z 16.94 66.80 30.25 !~:~1 Jl~d 3X:U 288.14 176.89 130.50 122.49 497.21 470.27 313.22 354.91 606.00 729.49 85013600011 OOi 10011 0 gSt ggn g 001 ooU 0 ggllgggi1 8 00 oo~ 0 go 00 8 o 00 250.18 1H:og 1~8:b ..~ll~U ~.p,~. @ 181.69 'CW.~"':' ~... - 34>0\..'8\ &u-.&o. of:, 'to~ {.led'" . _ot.<10,lof <J tO(s. el. ') '1';),. I~ ~, NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION STATEMENT OF ACCOUNTS 090-B5131t6 ST~loRENT ~R~~68H 5-23-95 6-12-95 PAGE 1 OF 1 .... .. - EST OF FRANK R KERLIN (FID) PAULINE C KERLIN 4191 GETTYSRURG RD LOT 20 CAMP HILL PA 17011 o ENCLOSURES USIC CHECKING PREVIOUS STATEMENT 8ALANCE .00 DEPOSITSI CHECKS! CREDITS 5 DE81TS 1 1,339.21 347.B1 ACCOUNT: 090-65131t6 SERVICE FEES .00 INTEREST PAID THIS YEAR ACCOUNT/I~!~~ES~E~N~~~HOlf~~ELD THIS YEAR OEPOSITS! CHECKSI CREDITS DEBITS ~. I:f'\....' 91':46 ~.:r,<> 347.1)1 1~ -- DATE ACTIVITY DESCRIPTION REFERENCE 01-23 8EGINiING 8ALANCE o -23 DEPOS T 85014000011 o -23 DEPOS T 850 40000 o -26 DEPOS IT 850140008i1 06-05 CHeCK 93 00141002 0 06-\2 DEPOSIT 850137000 1 06- 2 INTEREST CREDIT 06-12 ENDING BALANCE CHECK Ng TOTAL NUM~ER OF CHECKS . INDICATESC~Ri~ i~~~A~~K NUMBERS A!10UNT CHECK NO 31t7.at TOTAL AMOUNT OF CHECKS Si~VICE FEE BALANEE INFORMATION FR~M ~-23-9~ AHlOUGH 6-12-95 A RAGE LEDGER 8A ANtE 99.:.3 AV~R G COLLECTED BALANCE M IMUM LEDGER BA ANCE 03.55 MINI U COLLECTED BALANCE AVG. INVESTABLE BALANCE 967.40 ............................................................ . . . THINKING A80UT TAKING THAT DREAM VACATION THIS SUMMER? · . PAl FOR IT WITH A YOlK FE~ER~~ HOME EQUITY LOAN. · . GR AT RATES AHDyA QU CK 2 H R RESPONSE · . CA L 1-800-222- FED OR 0 TA S. · . . ............................................................ NOTICE: SEE REVERSE SlOE FOR IMPORTANT INFORMATION. AMOUNT 347.81 .' l ENDING BALANCE. 991.40 i .00 : I BALANCEi I .00 i 953.90' 1,151036\ B03.55 I 991.401 991.40\ 967.40 6"3.22 " I.Y.UIU.. (1.'11 '*' COMMOHWI,ufH Of pINN'"'''''''I''' JHHI.nAHCI 'AX .nU'N ....DINt OIaOl"' SCHEDULE J BENEFICIARIES J FRANK R. KERLIN, JR. FILE NUMBER 21-95-384 ESTATE OF ITEM NUMBER NAME AND ADDRESS O~ BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. TOJl.obl. l.qU""1 1, Pauline C. Kerlin 4191 Gettysburg Road, Lot No. 20 Camp Hill, PA 17011 Spouse Entire Residuary Estate ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charllablo and Gayornmontal Boquo,", 1. TOTAL CHARITABLE ANO GOVERNMENTAL BEQUESTS IAha ontor an lino 13, Rocapllulallan) S (If mort .pac. I, n..d.d, In'I" additional .h.... of lam. Iln) J REV-1547 EX AFP 02-95* CD"HOHWEAlIH OF PENNSYLVANIA :W-.'ARIHtHT OF REYENUE "BUREAU OF INDIVIDUAL IAXES DEPI. 2'10601 tIARRUIURO, Pi I1Ulo06,OI (/~ /5- 3l~ :) ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR OISALLaWANCE OF OEDUCTIDNS AND ASSESSHENT OF TAX DATE 01-02-96 ST OF FI~E NO. DATE OF DEATH 05-09-95 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER GF WILLS, AGENT" REMIT PAYMENT TO: GERALD J BRINSER ESQ PO BOX 323 PALMYRA PA 17078 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AMount R..ltt.d CUT A~ONG THIS ~INE ~ RETAIN ~OWER PORTION FOR YOUR RECORDS ..... REV:i54i-Eif-"FJJ-m-:95Y-iiiii'-icnij:--fNHEififANCn'-liiD-ppRA'iiiEHE"ii'r;-,UrciwAifcii-il-Ii--mmm------ DISA~~OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX FRANK R FI~E NO. 21 95-0384 ACN 101 TAX RETURN WAS. C ) ACCEPTED AS FILED I XJ CHANGED SEE ESTATE OF KERLIN DATE ATTACHED 01-02-96 NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I eat.t. (Schedule AJ IlJ 2. stock. and Bond. (Schedul. IJ (2) S. Clo..1y Held stock/Partner.hJp Int.r..t (Schedule C) (5) 4. Harig_g../Not.. Receivabl. (Schedule DJ (4) 5. Ca.h/Bank Dapollta'Hlac. Par.onal Property (Schedule EJ IS) 6. Jointly Owned Property (Schedul. f) (6J 7. Tran.fara (Schedul. OJ (7) a. Total A...t. .00 .00 ,DO .00 1.485.32 .00 .00 IB) 1.485.32 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funeral Expan.../Ad.. Co.t./HI.c. Expan.a. (~chadula H) (9) 10. Debt./Hortgaga Llabllltle./Llan. ISchedu1. I) (10) 11. Total Daductlon. 12. Nat Valu. of Tax R.turn 15. Charitabl./Govarn.antal Baqua.t. (Sch.dul. J) 14. Hat Valua of E.tat. Subjact to TaM 3,365.68 148.11 CllJ ,121 115) 114) :'I.~1:'I 7Q 2,028.47- .00 2,028,47- If an assessmBnt was issued previously, lines reflect figures that include the total of abh AS~ESSMENT OF TAX: 15. Anount of Lin. 14 at Spou..1 rata (15) 16. A.uunt of Lina 14 taxabla at Lin.al/Cla.. A rat. (16) 17. A.aunt of Lin. 14 taxabla at Collataral/Cla.. Brat. (17) 18. Principal TaK Dua 14, 15 and/or 16, 17 and 18 will returns assessed to date. NOTE: .00 X .00. .0Q.X,06. ,DO X .15. I1BJ ,DO ,DO .00 .00 TAX CREDITS I PAYHENT DATE DISCOUNT C_J INTEREST C-J RECEIPT HUHBER AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INURES'" TOTAL DUE .00 ,DO ,DO ,DO . IF PAID AFTER DATE INDICATED, SEE REVERSE FGR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRJ. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) RESERVATIONI E.t.t.. 0' d1c.dent. d>>lna on Dr b.for. Dec.-blr I', 19a, .. I' sny future Int.r..t In the ..t.t. I. tran.f.rr.d In po.....lon or ,"Jov.~t to Cl... I (coll.t.r.l) ben.flcl.rl.. of the d.c.d~t .ft.r thl ..plr.tlon of an>> ..t.t. for Ilf. or for v..r., thl Coeaonw..lth h.r.bv ..pr...I>> r"lr~'1 th. right to appr.I.. end ...... trln,'.r Inheritance T.... .t thl I...ful CI... I (coll.t.nll ret. on ..,y .uch future Interllt. PURPOSE OF NOTICEI To ful,111 th. r.qulr...nt. 0' S.ctlon 21_0 of the Inherltanc. end E.t.t. T.. Act, Act ZZ 0' 1"1. 72 P.I. S.etlon 21_0. PAYKENTI O.tech the tep portion 0' thl. Notlc. ~ .ub.lt with your p.Ylent to the A'allt.r 0' Will. prlnt.d on th. r.~.r.. .Ide. "Hlkl chick or .onlY order p.Ylble tOI REGISTER OF MILLS, ADENT All p.y-.nt. r.c.lvld ah.11 'Ir.t bl applied to any Int.r..t which ..y b. due with eny r...lnd.r tpplled to the t... REfUND (CA)I A r.fund of . t.. crldlt, which w.. not r.que.tld on thl T.. R,turn, ..y b. r.~.t.d by celpletlng In ~Appllc.tlon for R.fund e' Penn,ylllenl. Inherltanc' end E.tlt. T..~ IREY-ISIS). Appllc.tlonl Ir. Iv.llabl. .t thl O,flc. of thl R.al.t.r of Will., I"Y of thl 2S R.venue DI.trlct Offlc.., er by cllllna thl .p.clll 2_-hour en.werlng ..rvle. nueb.r. for for.. ord.rlng. In Penn.ylvanll l-aOO-562-205a, out. Ide penn.ylvanl. end within 10c.1 H.rrhbura .r.. (1171 717-aO~, TDD' (1171 n2-USZ CIlnrlna I.p.lred OnlY). OIJECTJDHS, An>> p.rty In Int.r..t not ..tl.fl.d with the appr.I...ent, .llowanc. er dl..llowancl of d.ductlon., Dr ........nt of t.. (Including dl.count er Int.r..t) .. .hown Dn thl. Netic. au.t obJlct within II.ty e'ol d.y. of r.c.lpt of thlt Notlc. by. "wrltt.n protllt to the PA OIP.rt.tnt of A.~anu., ao.rd of APPllh, DIp" ZlUZl, tllrrltbura, PA 1712a-I021, OR ...I.ctlon to hlv~ th. ..tt.r det.reln.d .t ludlt of the .ccount of the p.r.onll rlPre.ent.tl~I, OR --app..1 to th. Or~han.' Court. ADHIN 1ITAATlYE CORRECTIONS I F.etu.1 .rrer. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In wrltlna to. PA D.p.rt'ent of R.venue, Burllu of Indlyldull TI..., ATTHI Po.t A",ulNnt R....I.w Unit, D.pt. 2a060l, Harrlsbura, PA 11ua.G601 Phone (711) ,.,-6505. S.. p.a. 5 of thl bookl.t ~rn.tructlon. for Inherltlnc. T.. R.turn for. R..ldent D,cldent" (REV.150lJ for en ..plen.t1un of .dIIlnlttreU....1Y correctllbl. error.. If any t.. due I. p.ld within thr.. (S) e.l.nd.r lonth. .,t.r the d.cadent'. d.ath, I fl.... p.rclnt (5%) dl.count of the t.. p.ld .. .How.d. Int.r..t I. ch.ra.d b.glnnlna with flr.t d.y 0' d.llnquency, or nln. (9) lonth. end one (I) da>> frol the d.ta of d..th, to the dlt. 0' p.y..nt. ,.~.. which bsc... dellnqu.nt b.for. Janu.r>> I, 19.2 be.r lnt.r..t .t th. r.t. of .1. 16%) p.rc.nt p.r .nnuI Cllcut.ted ,t . d.lly r.t. of .00016_. All tIW.' which b.c... delinquent on end .ft.r Jenuery 1, 19a2 will b..r Int.r..t .t . r.te which will v.ry fro. c.l.nd.r y..r to c.l.od.r y.er with th.t r.t. ennounc.d by the PA O.p.rt..nt of A....enut. The sppllcabl. Int.r..t r.te. for 1'.2 through 1"6 .rl, DISCOUNTI IHTEREST I '!!!! lnterllt R.t. D.lh Intlr..t Factor !!!! Interllt A.tl D.lIy Int.re.t factor 1912 z.~ .a005U 19&1 'X .001241 1915 16:C .aooua 1918.1991 U:C .000:501 191_ llX .000501 1992 'X .0012_7 19a5 ax .oooss. 1995.199_ ,X .000192 1986 laX .00027_ ""5.1996 'X .00021tl ulntlre.t I. c.lcut.t.d .. folloMII INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X aAILY INTEREST FACTOR uAny NoUce llIued .fter the t.1I McOllIl dlllr,quent will refllct an tnterllt calcul.t1on to flft.en 115) d.y. b.yond the d.t. of the ......eent. If P'Yltnt I. ..d. .ft.r the Int.r..t cOlPUt.tlon d.t. .hown on the NoUu, Iddltlon.1 Inter..t lU.t b. c.leuletld. ..... . I(Y.I.1OU"'1I . INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH Of PENNSYLVANIA DEPARTMENT Of REVENUE aURIAU OP INDIVIDUAL TAXIS DEPT,210601 HARRISIURG, PA 17121.0601 IIlCEDENT'S NAME fiLE NUMIER A N SCHEDULE ITEM NO, EXPLANATION OF CHANGES II n-3 Rc:duClld _to $1.485.32.. Foully oxctlptlon con only bu_ c101C1cd_ ago1nat. probate RBlotS. ~.~_ . __ __ _. ._." ._,.__._.._ ._~. _._ . c. . _ ..._. ._.... ,.~._.__ ._.,~ _____, ____, ~ '._r'___4__._____~___..... .". .. __..~" .._." _.__, _. __~ .......___....~~_.._._...... ~... ____ ._. TAX EXAMINER, nnbDrll11-1I1l8~tDn PAGE JRD/June 30, 1992/17858 REGISTER OF WILLS Cumberland Counly Courlhousc One Courlhouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: GERALD J. BRINSER, ESQ., RE: Estate of FRANK R. KERLIN. .1R. ,Deceased, Lnleof LOWER AI.I.EN TWP Estate No.: 21-1995-0384 Date of Decedent's Death: MAY 9, 1995 Pursuant to Rule 6. 12, the above named personal representative or the above na",ed attorney, If applicable, within two (2) years of the decedent's death, and annually thereafter until adminlstrallon is completed, is required to tile with the Reglsler of Wills a Stalus Report as required by Rule 6.12, In substantially the prescribed form, showing the date by which the personal representative, or attorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is tiled with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the RegIster of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to determine whether sanctions should be Imposed upon the delinquent penonal representative and the delinquent personal representallve's counsel, If any, Accordingly, If the requisite Status Report Is not filed by ,mI. Y ]] , 192.1, you are hereby """....... ""'" wUl '" hbrn"" 10 10, COO" I, .="'_ .IIb ..1, 6.1'~ Date: JUNE 19, 1997 Yl1iUu.i (',XuLu...L.,p.ut.Vrn 1.1- Deputy eglsler of Wills Distribution to Estate File