HomeMy WebLinkAbout95-00423
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JiH(//,' of Jll!,WLlm!J~,^Nti
illso klWh'lIl1S __.___._._._______._
PETITION FOJ{ p'WnATE und GI{ANT OJ.' LETTERS
.5(1- 95- ~~.3
No,
To:
___._.._________.__.__.______ Register of Wills for Ihe
. /J<'<'<'I/.IWJ, CUllllly of --!:umbm:lan<L- III the
Sod,,1 S,'<,ur;ty No. -098-26-3507---- CommolllVellllh of l'ellllsylvlIlIllI
The Jlelltloll of Ihe IIllllersiglled resJlectflllly reJlresellls Ihlll:
YOllr Jlelllioller(,), who 1,lure IN )'ellrs of IIge or older 1I111he execlIL.U..><
IlIlhc IIISI will of Ihe IIho\'e deecdelll, dilled -...EllbrulU:.y-Lll~O
IIl1d cmlldl(s) dmed
IIl1med
.19_
(\Inlt' ,t'!l'\'illll dh:IIIl1\lan\"Cl, ('.tz. rClllllldRlloll, lh.'mh oj" C\Celllnf, ell:..
()eeelldelll WIIS domiciled 1II dCillh III--!:umbnclnn<1 COIlIllY. Pellnsylvanla. wllh
II-ilL- IlIst fllmily or Jlr11lciJl1I1 reside lice III ---320-I!nr.luu:-..StWQt. r.r' 10'''. PA.
(li\1 "rccl, numher Unlllt111lldflillll)')
()ecelldenl. Ihell-82......- )'ellrs of IIge, died Slllltllmbllr 2f/ , 19'14
III Carlislll.-.PA .
EXCeJlllls follows, deecdelll did 1I0t mllrry. WllS 1101 divorced 1I11d did 1101 hllve II child born or adopled
lifter exeelllloll of the will offered fill' Jlrobme; WIlS 1I0t Ihe vlclllll of II killing alld was lIever adjudicated
IIICoIllJlelelll: decedent-widowed
()ecelldelll lit delllh owned properly with eSlilllllled vallles liS follows:
(I I' domiciled III I'll.) ,\11 persolllll properlY $ I? . nnn nn
(I I' 1I0t domiciled in I'll.) l'ersolllllproperlY ill I'ellllsylvllllill $
(If 1101 domiciled ill I'll.) l'ersolllllproJlerty ill COlllllY $
Vallie of relll estme III l'ellllsyl\'lIl1ll1 $
sltumed liS follows:
WHEREFORE, pelltloller(s) respectfully reqllest(s) Ihe probme of Ihe lasl will and codicll(s)
presellled herewith IIl1d Ihe grlllll of lellers_~a=tnr)l
(IC\lnmCl1llU)'; ndlllillh.trllllUI1 c.l.n.; administration d.h.n.c.l.a.)
Iheroll.
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/ /?ld0b/tf Qt(,;;wV?~'
. Mnriko N. Sienkiewicz /
;&
:..CL!,.et:.IStE,. n. 1/'0/:<::'
OATH 01<' PEI{SONAL HEPRESENTATIVE
COMMONWEALTII 01' I'ENNSYLV ANIA } !:IS
COUNTY 01' _C.umb.er.lnnd
The "elllioner(s) IIbove-named sweur(s) or lIffirm(s) lIulI Ihe Slmemenls illlhe foregoing pelitlon arc
Irlle IIl1d correCI 10 Ihe hcsl of Ihe knowledge and belief of pelllloner(s) lInd II as per50nlll represell-
1lI11\'<(s) of Ihe IIho\'e decedent "elitloner(s) wi ' ~lI1d In!ly IIdn~ister Ie slllte'aecording to law.
SWOrll 10 or IIfflnlle<l and snbserib/ It'lJr1/ 11/ t/O ~t-~, ~
hefore me Ihi, 3d __ day of Mllriko N. Sienkiewicz ~.
~~~?t1,~- ' f1)la{i;( ... ~
M~YC. EWIS F J/~II;.\t"r i (J- ~
/ :; - .3 '7 - I
, Deceased
No. 21 - 95 - 423
Estate of SALMI; NlmflllNN
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUNE 1. 19~, In consideration of the petlllon on
Ihe reverse sIde hereM, sntlsrllelory proor having been presented berore me,
IT IS DECREED that Ihe Inslrlll1lellt(s) dated Januarv 18. 1980
described Iherein he admllted 10 probale and OIed or record as the last will or
Snlme Neumonn
and Lellers 'T'o.t.....l1t.rl.
arc hereby granled to Mariko N. Sienkiewicz
FEES
Probate, Lellers, EIC. ......... $
Short Cerllncales( 1P.......... $
Rellynelatlon ................ $
. X-~ageS $ 6.00
JCP 5.00-
TOTAL _ $ q, nn
Flied ..... .J.4~~. .1.. .J.9.~~.......... .....
50.00
30.00
I'"
,.0
('''j
1
I': ..
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Called attorney on 6-2-95.
'-IJ7f1,,/(4 ~wr~) r./l'JJm.~ tk.t.
Rosl.." of Will. . [j (j
MARY C. LEWIS
^1TORNIlY (Sup. CI. J.D. No.)
Steven J. Fishmun
1000 Bryn Mawr Rd.
Carlisle, PI\\DDRIlSS
(717) 243-3201 ext. 2
PIIONIl
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THE LAST WILL AND TESTAMENT OF
~ME NEUMANN
I, SALME NEUMANN also known as SALME L. NEUMANN, residing at 3'~-
11 34th Avenue, Astoria, County of Queena, City and state of New
York 11106, do hereby make, publish and deolare this to be my
Last Wl11 and Testament, and hereby revoke any and all Wl11s and
Codiol1s heretofore made by me.
FIRSTl I direot my Exeoutrix hereinafter named to pay, out of my
estate, all of my just debts, inoludlng the expenses of my last
111ness, and funeral expenses.
SECOND: I glve, devise and bequeath all of the rest, resldue and
remainder of my property, real and personal,wheresoever sltuate,
and whether aoquired before or after the exeoutlon of thls Will,
to my daughter MARlKA N. SIENKIEWICZ, rr. she survlves me; but, lf
she does not survive me, or we shall perlsh ln a oommon dlsaster,
'. ,J
said reslduary estate shall be dlvlded equally between my grand-
ohildren allve at the tlme of my death. At present I have only
one grandohl1d JAMES M. SIENKIEWICZ; but, if no grandohl1d or
grandohl1dren survive me, or we shall perish in a oommon disaster,
said reslduary estate shall go to my son-in-law MICHAEL A.
SIENKIEWICZ, provided that he survlves me; but, lf MICHAEL A.
SIENKIEWICZ does not survive me, or we shall perish in a oommon
dlsaster, sald reslduary estate shall go to ESTONIAN EDUCATIONAL
SOCIETY, INC., looated at 243 East 34th Street, New York, N. Y.
rl,
THIRDl I hereby nominate, oonstitute and appoint as Exeoutrlx of
this Last Wl11 and Testament my daughter MARlKA N. SIENKIEWICZ,
residing at 320 Parker Street, Carlisle, Pennsylvania 17013,
wlthout bond. If my said daughter predeoeases me, or if she for
any reason fails to qualify as suoh Exeoutrix, I hereby nom1nate,
const1tute and appolnt, as Alternate Executor and trustee my
-1-
.. ,.
.
.....
"'... '.'
. .
son-in-law MICHAEL A. SIENKIEWICZ, residing at 320 Parker Street,
Carlisle, Pennsylvania 17013, without bond. If my said MICHAEL
A. SIENKIEWICZ predeceases me, or if he for any reason fails to
qualify as such Executor, I hereby nominate, constitute and ap-
point as Alternate Executor, my grandson JAMES 11. SIENKIEWICZ,
residing at 320 Parker Street, Carlisle, Pa. 17013, without bond.
FOURTH I If any of the property pursuant to the provisions of th1
Will shall become payable to or vest in a minor, I authorize and
empower my above appointed Trustee in his discretion to receive
or retain such property and to hold the same in the capacity of
donee of a power in trust on behalf of such minor during his or
her minority and to deliver and pay over the same to such minor
upon his or her attaining the age of twenty-one years. While
said property may be held by such Trustee he may exercise with
respect thereto all the powers which a court-appointed guardian
would have and specifically including the power to sell, lease or
mortgage real property, and he is hereby further empowered to pay
out for the benefit of such minor such part or all of the income
and principal of such property as to him shall seem proper for
the support, maintenance, health, education or comfort of such
minor. No such Trustee shall be requ1rlld to render periodic ac-
counts to any court.
FIFTH I I hereby authorize and empower my Executrix, or Alternate
Executor, in her, or his, sole discretion to sell, transfer, con-
vey, exchange, lease, lend, mortgage and pledge any and all pro-
perty, real and personal, of whatsoever nature and wheresoever
situate of whioh I may die seized or possessed, at such times and
in such manner and upon such terms and conditions, including
sales on credit, with or without security as she, or he, shall
_2_
(Name)
21 - 95 - 423
REGISTER Of' WILLS Of' COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to Ihe will presented hercwlth. (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
Ihe test at . sign the same and that signed as a witness at the
request of testpt in 11 presence and (In the prcsence of each other) (in Ihe presence of the
/
other subscribing wltness(es)).
/'
...-
Sworn to or affirmed and.~ubscrlbed before
me this .c day of
19_
(Name)
/
(Address)
Register
'5 }:~
0\
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("REGISTER OF WILLS OF CUMBERLAND COUNTY
"" '
:;E OATH OF NON-SUBSCRIBING WITNESS
(Address)
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~ l.hC L. W,..., 'd k-\- &\..",ci '\Je..Y\c-'-( 'So. Ft ~ It\. (M"t>tV'l
(each) a subscriber herelo, (each) being duly qualified according toJllw., depose(s) and say(s) that
~ """re familiar with thc signature of ~\W\e L {\oI-{.W\I'V1!:7
. co<!il:l!.
teslpl \'"\ 'I.. of (one of the subscribing witnesses to) the L.wlIPpresented herewith and
codicil
that ~ believes the signature on the will Is in the handwriting of
So..l\M.e.. L. NC-lAM6Lv\1'")
10 the best of ~knowledge and belief. d /:/ ~ /
Sworn to or affirmed and subscribed before _ ~/ ~ - ff
=~ ~ ~~ ~
MAY -1/ 19 ..:l..,.!,.""O E.sr.....a............ ~;-. t.\,dd(e:/ow..... R. 17057
../ ) . iT f't:/. ~~/ (1!!flress)
Register (j __ 5~1'v-,
(lj,ame) (j)
(06b Mptn.PJ!,t..r{1 IHtI Ct(yLlollt I~ (70/.3
'".
(Address)
1a/24/1994 as:16
717-2495755
OBRIEN BARIC SCHERER
PAGE a2
CBRTIFICATlON OF NOTICE UNDER RIJl.E 5.6 ( II)
Name of Decedentl
S"'ZA...\m<=.. Na..u..rna.nf'\
q . "l..q . q L.j
(J\ }
Date of neath!
Will No.
IC\q ':5". coY '-3
Admln. No.
TO the Register.
I certify that notice of beneflcit1l lnterent >:,equired by
Rule 5.6(a) of the Orphano' Court ~ules was uervad on'or mailed to
the following beneficiaries of the above-captioned estate on
-:!,,,,,e,. 2... IC{G\S" .
~
.kl ~~ ~",^I<\~uJ 1<""Z..
Address
3'2.0 ":t>A-R.~eQ.. ~T, CA-rl~\... PA. t7d 3
Notice has now been given to all persons entitled thereto under
Rule 5.6(a' except ~~G
Dllte:~.2iIiJ
:g~af:ill:~ ~ k ,;;::.
-
Name ~e,,",-:r. h:r,.kM~
Address lace B,~" J'Y\Aw"! .a!
6......L.~4.... PA- \., 0\)
Tolaphonel"71ll 2.4.3-31J:> I p~ 2.
Capacity I Personal Representative
~ Counsel for personal
reprQsont.ative
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COMMONWU.UH Of PfNNSnVANIA
Of'AlltMfN' Of _EVENUE
Of" :eo(lllJl
HAUIUUIIO, PA 17121-0601
0IC1Dl,..I', NAMlllA' , flU, AND MIODlllNlllAlI
1"- ,~7 /
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
POI DATUO'DIATHAml '2/~'/9' CHICKHII.
I' A SPOUSAL
POVII" CIIDIT IS CLAIMID 0
flU HUM"I
Neumann Salme
SOCIAl UCUIIITY NUMIII
098-26-3507
DATI O' DIA'"
9/29/94
I" .u"U(.&&iI. 'u....,~ "'OUU'1 ""'1"""'. Ill" ."0 .'DOl.I INnlAq
81.
D ,.
Db.
DA'I O. ..lIlH
10/16/11
COUNTY CODE 1995 YEA. 00423 NUMBER
DICIDINI'S COM,utt AOOII ,
Cumberland County Nursing Home
Clflrk~b~Rt R~7013
1 d
AMOUH' .ICIlVID IUllNillIUCT10NW
C_
Original Return
limlled Estat.
o 2. Supplemenlal Return
Remainder Retum
Ifor date. of dMJ.h prior 1012.13.821
federal Estatll Tax Retvm Requi,ed
D 'u,
D 7.
Real Eslate IS,hedul, AI
Sfa,h and Bond. (S,hedul. BI
Clalely Held SlodtJPartnt,.hip Inler.s' (Sthedule q
Mortgaget and NOI.s Rtuivable (Schedule 0)
Cosh, Ban~ Ceposits & MiluUaneaus Personol Property
(S,h.dul. E)
Jointly Owned Property ISchedule F)
Tronde,. (Schedule GI (Schedule L)
Total G,an Ane'. (Iclollin.. 1.7)
Funercl Ex pen II'. Adminillrativl COlli, MilCeUaneou.
Expln"s (Schedule HI
Oebts, Mortgage Liabilili.., Uens (Schedule I)
Total Ceductions (totallin.. 9 & 101
N., Value of Eliot. (line 8 minus line 111
Charitable and Governmenlal Sequ"lI (Schedule J)
N.r Value Subject to TaxlLine 12 minuslln. 13)
Spousal Tranlfe,. (for dat.s of death after bo30.Q~)
See Instruction. far Ar,plicable Percenlage on Reve,.e
Sid.. (Includ. valuet ram Schedule K or Sthedule M,J
Amoun' of lIn. 1.( taxable at 6% role
(Include volu.. from Schedule K or Schedule M,I
Amount of line 14 lox able ot 15% role
(Include value. from Schedule K or Schedule M.)
Princjpallox due (Add taK from lines IS, 16 and 17.1
Credil. Spoulol Poverty Credit Prior Parmenll
+
If Une 191s grealer than line 18. enler the difference on Un. 20. This is the OVERPAYMENT.
aD
If line 18 i, greater than Une 19. enter the difference an Une 21. Thi, is ,h. TAX DUE.
A. Enter Ihe inl.,et' an the balance due on Une 21A.
B. En,er the talal of line 21 ond 21A on Une 218. This Is the BALANCE DUE.
Malee Checll Payable tor R.gl.ter 0' Will., Agent
r ..tue ~
; Under penall!.. of perjury, I declare tho' I have examined Ihis return. Including o(companying .chedul.. and llalemenl.. and 10 the be.t of my knowledge and beli.f.
t It I, ""e, correct and (omple'e, I declare thot all real ..tole hot bHn reporteer allru. market yalue, Cecloration of preparer other Ihan the p.nanol repre..ntative il
baMd on alllnforma'ion of which prepar., has any ~nowledge.
to" WN.IIU N'I I llflllttOlltT~IlN ADDllUS. 320 Parker St. .. Carlisle. PA 17013 OAf! 6/5/96
Deceden, Died T..tale
(A"och copy 0' Willi
MLCORRISl'ONDlHCltAHD. CONFl
NAM
S V
TILIPHONI NUNlIU
717 243-3201
ext. 2
future Inleretl Comprami..
('or dati' of dMJlh oh., 12.12.821
Decedent Mainlained a living Trus,
(A"ach copy of T rust~
OJ.
OS.
_8. Total Numb., of Sof. Oeposit BO"'I
1000 Bryn
Carlisle,
)
c.'G
1ltI..
17013
\fl
0;"
Mawr
Po.
II) 0
(2 I $ 12.769
P) 0
14 I 0
(S 1 )00
Ib) 4.744
( 7) 37,377
(9) 3,670
(101 _ )45
'--
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b:
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(IS) 0
(lb) 51 ,175
(17)
Discount Inl.,..,
+
(8 I ~ "c; . ton
1111 4.015
(121 51,175
1131 0
(I') 51,175
)C._-
x ,06. 3,070.50
)( ,15. 0
(IB) 0
0
1191
(201 n
(211 3,070.50
(2IA) 2:>~.) I
121BI J.J?O Q7
Check he,.: if you ore requesting 0 refund of your oyorpaymcnl.
AOOlltU
DATE
1000 Bryn Mawr Rd., Carlisle, PA 17013
6/5/96
Act '48 of 1994 provld.. for the r.ductlon of the tall rat..lmpa..d on th. net valu. of tran.fe,. to or for
the u.. of the .pou... Th. rat.. a. prelCrib.d by the .totut. will b..
. 3% (.031 will b. appllcobl. for ..tat.. of dec.dent. dying on or aft.r 7/1/94 and b.fore 111/96
. 2% (.021 will b. appllcabl. far ..tat.. of d.c.d.nt. dying on or aft.r 111/96 and b.far. 111/97
. 1% (.01) will b. appllcabl. far ..tat.. of dec.d.nll dying on or aft.r 111/97 and b.for. 111/98
. Spou.al tranal.r. occurring on or aft.r 1/1198 will b. ex.mpt from Inh.rltanc. talC.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
Y!S NO
I. Old dec.d.nt make a transfer and:
o. retain the use or Income of the property Iran.f.rred, .......................................................
/
/
/
./
b. retain the right to designate who shall us. the prap.rty transferred or Its Income, ...............
c. r.tain a reversionary Inlerel'; or ...................................................................................
d. rec.lve the promise for life of .ither payments, b.neflts or care9 .......................................
2. If d.ath occurred an or b.fare December 12, 1982, did dec.d.nt within two years pr.c.dlng ,/
d.ath transfer prop.rty without r.celvlng adequote canslderatlon9 II death occurred after
D.cemb.r 12, 1982, did d.ced.nt transfer property within on. year of d.ath without r.celvlng ./
adequate consideration' ....... ............. ..," .1..,0. of.... ......................... ..... to.... ""'0 ........ .... .......
/
3. Old dec.d.nt own an 'In trust for' bank account at his or her d.oth9......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
"
IEV.UOI IX. 111..11 *
COMMONWEALtH Of ,ENNSYLVANIA
INHUllANCE TAX flElURN
RUIDrN' DE9DfNT
SCHEDULE A
REAL ESTATE
~_..._- -----.,---..- ..... -.....-..
ESTATE OF - . --....-.-.... -- ..~-_. . -- m'-FILENI.IMBER
Salme Nllumann 1995..00423
-+--.._..._-,_._--_.~--~----_.__.-
(P"'p.rty lolntly.own.d with Rlgh. of Survlvo..hlp mull b. dl"lo..d on Sch.dul. FI Allreol..tol. .hould b. repo.t.d at fall' ma.ket volu.
which I. d.fln.d 01 tho p.let at which p.op.rty would b. ..chang.d b.lwttn a willing buy.. and a willing ..II... n.lth.. b.lng comp.lI.d
to bu or ..11, both having rea.onabl. k"owl.d~_~~J_~I!~~l-'.~~~~"~._~__~__
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
None
'.
TOTAL IAI.o onllt on IIno 1, Rocopltulollon)
(II more 'pac. ;. ne.ded, ins.rt additional she.fs of sam. size.)
S
(All proporlV 10lnllVoOwnod with RighI 01 Survlvonhlp mUll bo dllllolld on Schodulo '.)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
J
alY\IS0311+ 1..161
*
COMMONWEALtH O' PENNSYlVANIA
INHUltANCE 'AX InURN
_'liDEN' DICfO!NT
SCHEDULE B
STOCKS AND BONDS
1
f1lTfWMiiR
1955-00423
ISTATI 0'
Solme Neumann
I.
304.5tol7 Shol'IlN of 1:1L1r."I'I' Cummon slOl:k - l'l'lce $41.93
$ 12,769
TOTAL Al,o onlor on IIno 2, Roco Itulollon)
(If more 'poc. i, "..cl.d, insert additional ,h..ts 0' ,orne size.)
S 12,769
.'
"
1I\1.\SOIlhll"7J
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plea.e Print or T, e
FilE NUMBER
1955-00423
COMMONWEALTH OF PfNN~YlVANIA
INHI.ITANC. TAX .nulN
IISIDINT DreaDl"'
ESTATE OF
Salme Neumonn
(All prop.rtv loln'ly.own.d with the Right o' Survlvonhlp mUlt b. dl.clol.d on Sch.dul. '1
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Misc. clothing and personal items
$300
TOTAL AI.a enler an line 5. Reea
I,
i
I
i
(AHoch addlllonol 8).1," )( 11" ,h..1t If mot. spac.1I n..d.d.)
....,..I"UII
..
COWrOfWUtnf Of "NHlnw.HIA
....HIlIIAHCI WI .nU'N
IIIlDIHI DlaOlH'
SCHEDULE F
JOINTLY.OWNED PROPERTY
~ ,
,
!
Sn) me NClIlnnnn
flU NUMI..
199~-O()I.23
STAn OF
Jolot hMtIl(ol.
\
.,
\.
HAMI
ADDnss
llLAnOHSHIP TO DICIDINT
A.
f1i1rlkn SienkIewIcz
320 I'urker St., Carlisle, 1'.
17013
Ililughter
1.
CheckIng Acct.
First FIdeI Ity Dank
Acct. No. ~170025&&7
$3,955
50% $ 1,978
,
,
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J..tl,."~aN ",,"",.
111M
NU
LITTII
POI
JOINT
nNANT
A
DAn
MADI
JOINT
DUCllmON OP noPIlITY
TOTAL YALUI
OP .usn
DICD'S DOLLAI YALUI OP
.. INT. DlaolNT'SlIfTnm
2.
A
Checking Account
First FIdelity Bunk
Acct. No. 30002&R098
4,532
I
I
50% 2.76& I
h
I
....'
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i
'1,
TOTAL IAloo onIor ..u.. 6, locapltulotl..,
(1/ ...It '1'_ It ....Jtd ....rl oddifio..I "-h .to.... 01..)
S II, 7~1,
-127-
"
1,.t.1.100.11.&11
..
SCHEDULE G
TRANSFERS
PIWE nlNT OR TYPE
COMMC)NW,...'nt o. "ttHSnYANIA
tN.-.rAHCI '0 ImlN
IUIDINT OKIDINf
'ILl NUMBII
, mAn 0'
Salme Neumann
1995-0423
nns IOfIDUU Mun II COMPUllIl AND fIUD" TIt I AHIWD TO A1IT D' TIt I QUDnONS ON TItlIlVllSl_ Ol'TltlCOVDlHm II \'IS.
"1M DlSCllmOH 0' PlO'UTY TOTA1VA1U! D!CD. DOUA. VAlUI!
!XClUSION ,~ O' DICI!DIHT'S
HUMIII ~......oI""~, "..,.~_~,....... ..oI,"",,*-, O' AUfT INTtIUT
, I. Certific"te of Deposit -S"lme :-leuma n
ITF Morik" Sienkill"ics
Citibsnk Acct. No. 9425068212 $16,026 $16,026
.
2. Certificate of Deposit - Salme N'eum nn
ITF Marika Sienkiewicz
Citibsnk Acct. No. 9425023401 21,351 21,351
-;1
:
I
i
I
!
,
I
,
1OTALIAloo_.....7. S 37,377
fII__~~.__o.\oMoI_..,'
_ IlVoUIIU. P....
mATI OF
ITEM
NUMBER
A.
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
~
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWfAUH 0' 'fNNSYLVANIA
INHUITANCt TAX UrulN
IUIDfHT DfCfDlNT
Salme Neumann
Plea.. Print or Type
E NUMB R
1995-00423
DESCRIPnON
1.
Funeral Expen....
Purchase of Cemetary Plot
Cremation
Funeral Expenses
1.
Administrative Ca.h:
Parsanal Representative Comml"lan.
Social Security Number of Pananol Representative,
Year Commissions paid
2.
Anamey Fees Steven J. Fishman, Esq.
3.
Family Exemption
Claimant. , Relationship
Address of Claimant 01 decedont's death
Street Addre"
nnullhtP-r
City
Slate
Zip Code
Prabate Fees
Mlleellaneauo Expen.e..
Probate Expenses
Legsl Advertising - The Sentinel, Cumberland Law Journal
TOTAL (AI.o entor an lino 9, Recapitulation)
(If mare 'pace I. needod, In.ert additional .heet. of .ame .Ile.)
AMOUNT
$ 500
270
1,935
850
108
107
S 3,'670'
IIY-lJlJl.. Il..JI
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.a.. Print ar Ty .
FILE NUMBER
1995-00423
COMMONWIAlIH 0' 'IHHsnVANIA
IHHUllANCl tAIIUUIN
1(SIDIN'DfCIDIN'
ESTATE OF
Snlme Neumann
ITEM
NUMBER
DESCRIPTION
AMOUNT
I.
Medical bill : Hasland Associates
$ 55.00
2.
Medical Bill: Novacare
290.00
TOTAL (AlIa enle, on line 10. Recopllulallonl
(IF more space is ne.ded, insert additional sheets 01 sam. s;z..)
$ 3 5.00
If'f.IIIID.p.171
*'
CDIilMClINWUI.," Of .....""......
~AIICI'......-
_--,
SCHIDULI J
BINIPlCIARIIS
mATI OF
P1U NUMI..
Sa lme Neumonn
1995-0042:1
111M
NUMI..
111A1lOHINIP
AMOUNT 01
IIIAI. 0' mATI
HAMI AND ADDIUS Of IINmClAlY
A. r...1IIo ~"
I.
Mariko Sienkiewicz
:120 Porker St.
Carlisle, PA 1701:1
100%
Daughter
111M
HUMID
HAMI AND ADDlUI 0' IlNmClAlY
AMOUNT 01
iliAD Of mATI
I. OIorftaWe anc:f 0_......_...1..1...1 leqveehl
I. None
toTAl CHAIlITA.L! AND OOVl!INMINTAlllQUfSTS /AIM _OIl... U. ~mFft"Ia"",,' S
IN _ _ II _. _ ...'10.........., __,
-131-
'"
'1
,
J' ~. ._ _. _. .... .
,
- - - -- -- ~ _. _.~- .--.,. ~-- -~.- ---. -- --- --. .._-
I
I
I
I
I
I
I
I
z_:,;'h<<,~:'_~:':':;;;\:;_~ --_~-l~-~i:~,;;~~._:::,-_~r:{r:}:',,(E~,::-:c".:,? "j ~/.:'-"-~ _,-~<, ; .., ie, -- __0, : ',_. . ,',. . -.> - -, -!~.~;-;,-,- :-,?'-'_:~___oZ,<,;,:,- ',;<,t_;'::V-,
_\-',-~ i~r"-_ ;
I' "'I', ',\; ,':' :~"1"'1. !'2'9'O'6>'"COMMONWEALTH OF PENNSYLVANIA' \: '" " ,,::, :'.~-! !",',
D~o. ~",>., -,,, ,':;"., "",':,DIl'AII'MINTOPRMNUI , .' ~ >'i,
1< ,,',,': i'!!" ~\OmCIAL OCII" e' PINNSYLVANIA'INHERITANCE AND ESTATE TAX ' ',', ',:, '. , '
;lI'l.lt6I.........."r':x,:.-':,-,._.":~..-__.. ""0" ,',_ ..... . __ .0 ' .... .'....,...,..,.,'.>'..;:.__ ~_
RECEIVED FROM.
fJ
ACN
ASSESSMENT III
CONTROL IirI
NUMBER
AMOUNT
STEVEN J FISHMAN ESQUIRE
101
_::l,::l<!9.B7
1000 BRVN MAUR ROAD
CARLISLE, PA 17013
fOlD"'"
ESTATE INFORMATION.
!'I FILE NUMBER
U 21-1995-0',23
!II NAME OF DECEDENT (LAST)
I;rI N UMANN SA M
II DATE OF PAYMENT
B POSTMARK
COUNTY
SSN 098-26-3307
(FIRST) (Mil
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
_3.329.87
STEVEN J FISHMAN ESQUIRE
REGISTER OF WILLS
(,) . CW
RECEIVED BY 1//(1.1" ti 7'::~./~ J/.....
J $JGNA,;?;
MARY C. LEWIS )<.I!:I.I';'/, /, 7,',
REGISTER OF WILLS
SEAL
CHECK" 501
.- -~- - - -- - - - - -- - --- __._.__._w - - - --- -- -- -. --, -- r--:.- - --~-.-
"'1 t, .4 " ~ '
.. ..
.
"
, "
I
".
.
.
,
. .
.' ~ -- - . .
--. . _r-""--
___;__.~_-."""""",~.11 ~ _ fr\
.,...
"
-
/_.J
" ',/ I
'"
RI!V-1547 EX AFP (12-95)*
CotM)HW(AL TH Of Pf*,YlVAHU
DEPAJIT~NT OF MVElU:
IUREAU Of' INDIVIDUAL "XU
DEP'. "0601
HARRIIIURO, PA 17UI'D601
ACN 101
NOTICE Of INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
Df DEDUCTIONS AND ASSESSMENT Of TAX
DATE 09-16-96
o FILE NO.
DATE OF DEATH 09-29-94 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTIDN Of THIS fORM WITH YOUR TAX
PAYMENT TO THE REGISTER Of WILLS. MAXE CHECK PAYABLE TO "REGISTER Of WILLS, AGENT"
REMIT PAYMENT TO:
STEVEN J FISHMAN ESQ
1000 BRVN MAWR RD
CARLISLE PA 17013
REGISTER O~ WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..ltt.d
. '
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
riEY:is4j-ix--"W-iiz:9Efr-iiiifici--ciF--iHHEiiiTANCE-YAinipPRA'isEHEHr-.--m.-ciwANCniJi-_m_---_m_m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEUMANN SALME L FILE NO. 21 95-0423 ACN 101 DATE 09-16-96
TAX RETURN WAS, I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN.
1. R..l Eat.t. (Schedul. A) U)
2. Stock. and Booda (Schedule 8) (2)
3. Clo..ly Hald stock/Partnarahtp Inter.at (Schedul. C) (3)
4. "odg.g'I/Not.. Receivable eSchedule DJ (4)
s. C..h/DMI< Deposita/t1ile. Parlonal Property (Schedule E) IS)
6. Jointly OWned Property (Schedule FJ (6)
7. T,..".farl (Schedule G) (7)
a. Tot.l AII.h
) CHANGEa
.DO
12,769.00
.00
.00
300.00
4,744.00
37 .377. DO
(81
55,190.00
APPROVED DEDUCTIDNS AttD EXEMPTIONS:
9. FWl.,..l EKpan.../Ad.. COlta/Hhc. Expens.. (Schedule Hl (9)
10. Debh/Hodga;_ Llabl11Uu/Ll.nl ISchadu18 1) 110)
11. Total Deduction. .
12. H.t Value of Tex R.turn
13. Charitable/Govern..nt.l a.quaat. (Schedule J)
14. Hat Value of e.t.t. Subject to Tax
3,670.00
345.00
(111
(2)
(13)
U41
4,011; 00
51.175.00
.00
51,175.00
If an ass8llsmen1: was issued previouslY, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAXI
1S. AMount of Lin. 14 at Spou..l
16. A.o~t of Una 14 . taxable .t
17. AJtOUnt of Lin. 14 taxabl. .t
18. Pr Inc1pal TaK Due
TAX CREDITS I
PAYHENT
aATE
06-D6-96
14, IS and/or 16, 17 and 18 will
returns assessed to date.
NOTEI
r.t.
Lin..1/Cl... A rat.
Co11.taral/Cl... 8 rat.
115)
Ub)
117J
.00 X .03.
51,175.00 X .06.
.00 X .15.
(8)
.00
3,070.50
.00
3,070.50
RECEIPT
NUHDER
AA1l2906
DISCGUNT (+1
INTEREST C-)
260.14-
AMOUNT PAIa
3,329.87
INTEREST IS CHARGED FROM 06-07-96 TO 09-24-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,D69.73
.77
.02
.79
. If PAID AfTER DATE INDICATED, SEE REVERSE
fGR CALCULATION Of ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN f1, ND PAYHENT IS REGUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YGU MAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS.)
00
~: " ;
,
E8
n1
.._~
!'\ i~ .,
.1--, ;.~
'0
", ?!?
"
RESERVATION I E...t.. of dec~t. dying on a~ before o.c~r 12, 19.1 -- l' any lutur. lnt.r..t In tn. ..tat. 1. 'ran.fatrad
In Po.....lan or ~Jo~ent to CI... . (coll.ter,l) b~'lcl.rl.. of thl decadent .,t.r the IMPlrallon 0' any I.tat. for
11'. ar 'or y..t., the C~..lth hereby Ixpr...ly r...tv.. the rIght to appral,. Bnd ...... trant,.r Inherlt~. TaM"
at the 1~'ul el... I (collat.r.l) t.t. on any .uch future Int.r..t.
PIJAPOSE OF
HOTlCE. To fulfill thl! requlr..."U of SecUon 2l4D of the Inherltenc:. IInd Eltat. 'I. Act, Act 2Z 0' .991. 72 P.S.
SacUon 2140.
Detech the top portion of thl. Hotlel IInd .~lt with your pav-.nt to thl Regllt.r of WIllI prlntad on thl t.var.. ,Ide.
.-Heka chKk or HlMy order pIyBbla tOI REaISTER OF MILLS, AGENT
AU PIYHnt. nulv~ .haU flnt be appUed to eny Intar..t which ..y ba due with lII'Iy r...lnd.r .ppll.d to the t.lC.
REFUND (CRh A r.ftMMt of a t.1C crlMllt, which .... not r.....t.d on the TalC A.turn, ..y b. nqu..t" bv COllphtlnll an "Appllc.tlon
far AeftMMt of Pem.ylvanl. IntMrlhll'IC. end E.tet. TelC" IREV-UI3). Appllcatlan. ar. ..v.Uabla .t the Dfflca
of the R.lllat.r of Will., any of the Z3 R.v.nu. DI.trlct Dfflc.., or by c.lllng the .p.clal Z_-hour
an.werlng ..rvic. ~.r' far far.. ordarlnlll In P.nn.ylvania 1-800-36Z-Z050, aut.ld. Pann.ylvanla and
..Ithln lacal H.rrlsburll ara. (111) 181-aO'_, TOOt (111) 17Z-ZZ5Z (Ha.rlng lepalrad OnIV).
PAYHEHTI
OBJECTIONSl Any p.rtv In Intar..t not ..tlafl" ..Ith the .ppr.l.a.ent, .llow.nc. or dla.llowenc. of d.ductlon., or .......ant
of t.x (Including dlacount or Int.r..t) .. .hawn on thl. Hotlca .u.t Object within alxtv (60) d.y. of rac.lpt of
this Hotlc. byl
--written prot..t to the PA Dapart.ant of R.venue, 80.rd of App..l., D.pt. Z810Z1, H.rrl.burg, Pi 171Z8-10Z1, OR
--.Iactlon to have the ..tt.r det.ralnad .t audit of the .ccount of the p.r.onel r.pr..ent.tlv., OR
--ltPp..1 to the Orph'.".. Court.
AOftIN
ISTRAlIVE
CORRECTIONS I
Factu.1 .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PI. Olpart..nt of R.v.nue,
Buraau of Individual TalC..,'ATTNl Po.t A.......nt Ravl.w Unit, Dapt. 280601, Harrl.burg, PI. 171Z8-0601
Phone (711) 787-6505. s.. P.II. 3 of the bookl.t "In.tructlon. for Inh.rltanca Tax Return for. A.aldant
Oacadant" CREV-1501) for an .lCplenatlon of .d.lnl.tratlvaly corractabla .rror..
If any tax due I. paid within thr.a (5) caland.r .onth. .fter the dac.dant'. death, a five p.rc.nt (5~) di.count of
the t.x p.ld 11 .UOW".
Tha 15~ talC aana.ty non-partlclp.tlon pan.lty I. coaput.d on the total of the talC .nd Int.r..t .......d, end not
paid b.for. January 18, 1"6, the flr.t day .ft.r the and of the talC a.n..ty p.rlod. Thl. non-partlclp.tlon
p.n.lty I. .pp..I.bla In the .... .ann.r and In the the .... tl.. p.rlod .. you would app..1 the t.1C and Int.r..t
that h.. bean .......d .. Indlc.t.d on thl. notlc..
. .
OISCOUNTI
PENALTY I
INTEREST I
Int.r..t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) aonth. and on. (1) day fro. the d.ta of
daath, to the data of pay.ent. Ta... Which baca.. d.llnquant bafor. Janu.ry 1, 1'82 b.ar Intar..t .t tha r.t. of
.IIC (6~) p.rcent p.r annua calculatad at a d.lly r.to of .000164. All ta... which baca.. d.llnqu.nt on and aft.r
Janu.ry 1, l'8Z will baar Intar..t at a r.t. which will v.ry fru. c.landar y.ar to cal.nd.r y.ar with that rat.
announc.d by the Pi O.p.rt.ant of A.v.nue. Th. .ppllcabl. Int.r..t rat.. for 198Z thrOUgh 1996 .r.1
'!!!!: Int.,...t Rat. Dally Int.r..t FRcta,. !!!r Int.ra.t Rate Dally Inta,.e.t Facto..
19IZ ZO~ .0005,.. 1987 'X .000247
19115 16~ .OOOft58 1988-1991 ll~ .000501
19._ IIX .000:501 t992 'X .000241
1985 UX .000:556 1'9!-1994 7X .00019Z
1986 1U ,0002" 1995-1996 'X .000247
--Intan.t Is c.lculated .. follo,,"
INTEREST D BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. t..u.d .fter the t.x b.co... delinquent will r.fl.ct an Int.r..t c.lculatlon to flfte.n CI5).day.
beyond the date of the ........nt. If pay..nt I. ..d. aft.r the Intera.t co~t.tlon dlta .hown on the
Hotlc., .ddltlonal Int.r..t .u.t b. c.lculat.d:
,/
c/
STATUS REPORT UNDER RULE 6.12
.
""'c<. \n-e "'\es.",'~I')\l
Name of Decedent:
Date of Death: q I~'I jq.j
Will No. If'?S - do'f:l3
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 ~ether administration of the estate is complete:
Yes v No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
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 h"is'report.
'tId "0'-'
un:)' '.'
'!,un:)
1/01:)
~
~
S4",~ hS"'-wu...V')
Name (Please type or print) ()
/QOO ~ (O\tMA.h'" f2c}, \ &r~fe -r.i ,"
Address ."lOe..>
Date: ,fI!c./it
SZ: I dOl IMI L6.
( 7/J I )..'/.3 - b z..-o1 1!..I(f- 2.
Tel. No.
GWI,",
JOi
, ,.' ;:;::1 Capacity:
,',r):J'll:!
Personal Representative
~ounsel for personal
representative
(MAH:rmf/AM3)