HomeMy WebLinkAbout95-00511
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I)ETITION "'OIt l'IWnATE and GRANT 0..' LETTERS
No. ~ 1::3-2-' .s I (
To:
&101(' oj Robert E ..-fu1_Q.!!t:______.__
also know" as
lIeglsler of Wills for Ihe
, /JI'n'osl'cI. Comlly of Cumberland In the
Sodal S."lIriIY No. ...l2.J -12 - 86.3 2 Cunlluunwealth of Pennsylvania
The pelillon of the anderslgned respeclfully represenls Ihlll:
Your pelilloner(s), who:lli/are 18 yeurs uf age or older IIn Ihe execnLricc.lI
In Ihe lasl will of Ihe IIhove decedent, daled Mar.ch 15
and codlcll(s) doted ----1l0ne
named
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hUlIC fch:\'lH11 dfl:III1UIUllI:C\. C,l!. rClIlllldulh'll, d~l&lh Ull'\l'CUlur. CIC.)
Decendent was domiciled 01 deulh In Cumberla~B == COUl)lyo P~nnsYlvanla. wilh
h i.. Ins I familY or principal resldc,nee nl 615 "rush "ourt. MeclIanlcsburg
1-1" ~ ~')I.....,.1 r,-,,,<tI# I/J.,
tli\l Mrccl. mUlIhcr und II1UIIl:lpllliIY)
Deeendenl, then 69 years of age, died June 22 .1995
01 Harrisburg Hospital. Harrisburg. PA ,
Excepl os follows, decede'lI did nol mllrry, WIIS nol divorced and did nol hove 0 child born or adopted
after execullon of the will offered for probale; was nOllhe vlcllm of a killing and was never ndJudlcated
Incompelent: nl a
Deeendelll 01 death owned properly with eSlim"led values os follows:
(If domiciled In Po,) All personal property $ ?'i. 000 00
(If nOI domiciled In Po.) Personnl properly In Pennsylvanin $
(If not domiciled in Po.) Personal properly In County $
Value of renl cst ole in Pennsylvnnla $ Q. Q Q
silunted ns follows: none
WHEREFORE, pelltloner(s) respeclfully request(s) lhe I,robnte of the Inst will and codlcll(s)
presented herewith nnd lhe grnnl of lellers~ry
(tL')1a1l Uur)'j luJrnllli, r:mnn...: 1.R.' lldmlnhlrallon d.b.n.c.t.D.)
~eron. (
to. a G ,.
:o""Q\\()\. r\..c.... --ZJ~( : ('0. t,Cl.wl.'
~]' Linda Sue Crawf~cj ~ -
~. 127 W. Main Street
.;~ .Merh,mi"Rhl1"e. PA 170'i'i
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2919
HR,.,.iRhtl,.~. PA
17101
OATH 01<' PERSONAL REI'RESENTATlVE
COMMONWEALTH 010' I'ENNSYLVANIA } ~s
COUNTY 01: CUMBERLAND .
The pelllloner(s) ubove-named swenr(s) or arrinll(s) thatlhe Slalemenls In the foregoing petition nre
lrue nnd correct 10 lhe beM or the knowledge and belief of petitloner(s) nnd thaI os personnl represen.
lallve(s) of the above decedent pelltloner(s) will c!1 and truly udmlnlsler lhe eslnle according to low.
I ,
Sworn to or alTlr:l?f~ and subscribed -.~
before me lhis t duy of "i - A
J~NE _ 19-2L- .-J ~
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No. 21-95-511
Estate of
Robert E. Spear
. Deceased
DECREE OF PROBATE AND GRANT OF LETtERS
AND NOW JULY 7th 19~, In considerntlon of the pelltlon on
the reverse side hereof. satisfactory proof having been presented before me.
IT IS DECREED that the Inslrument(s) doted March 15. 1989
described therein be admitted to probate and filed of record as the last will of
Robert E. Spear
and Letters Testamentary
are hereby granted 10 Linda Sue Crawford and Susan Louanne Kumler
W)71'1'
~nJot';" IIJh t',tl.
,
RcallICr of Will.
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FEES
Probate, Letters. Etc. ,...."., $ 60.00
Short Certlficates( ~ ,.., .. , ..' $ 9.00
1liK~..x':"r^Ges..... $ 6.00
. JCP $ 5.00
TOTAL _ $ 80.00
Filed J.tU",Y. .7.. .199.~........""""""
Murrel R. Walters. III
54 E. '\ThllWE~I:"J!IeI!'tI.D. No.) 24849
MecQanicsburg, PA 17055
ADDRESS
(717) 697-4650
PHONE
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LAST WILL AND TESTAMENT
I, ROBERT E. SPEAR, of Hampden Township, County of
Cumberland and Commonwealth of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, pUblish and
declare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me at
any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executrix or Co-Executrices, as
the case may be, hereinafter named, as soon as conveniently may
be done after my decease.
SECOND. r give and bequeath my automobiles and personal
effects and such household goons, furniture and furnishings as
may be my individual property and not the property of my wife or
owned jointly by me with her, and other tangible personalty of
like nature (not including cash or securities), together with any
existing insurance thereon, unto my wife, ELLA MAE SPEAR, if she
lIurvives me for a period of thirty (30) days. provided, however,
that if my wife shall predecease me or fail to survive me for a
period of thirty (30) days, then r give and hequeath such
tangible personalty and insurance thereon unto my children,
namely: LINDA SUE CRAWFORD and SUSAN LOUANNE KUMLER (or to the
survivor of them if either is not then living), the samo to be
1
f divided between them by my CO-Executricos, hereinafter named,
J LAW orncl:~
'1;' MARLIN fl. M<CALtD with due regard for their personal preferences, in as nearly
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equal shares as possible.
THIRD. I give, devise and hequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situate, unto my wife, ELLA MAE SPEAR, absolutely
and in fee simple, if she survives me for a period of thirty (30)
days.
POURTH. If, however, my wife, ELLA MAE SPEAR, shall
predecease me or fail to survive me for a period of thirty (30)
days, then and in that event I give, devise and bequeath all the
rest, residue and remainder of my Estate, real, personal and
mixed, whatsoever and wheresoever situate, in equal shares unto
my children, namely: LINDA SUE CRAWFORD and SUSAN LOUANNE
KUMLER, share and share alike, absolutely and in fee simple.
If either of my said children shall not be living at the
time of distribution of my Estate, but have lawful issue then
living, then and in that event I order and direct that the share
which such deceased child would have received if she were living
at the time of the distribution of my Estate shall be distributed
unto her said lawful issue per stirpes, said issue to take the
ancestor's share by representation and not per capita.
PIFTH. I nominate, constitute and appoint THE FIRST BANK
AND TRUST COMPANY OF MECHANICSBURG, PENNSYLVANIA, Guardian of any
property which passes either under thia Will or otherwise to a
minor and with respect to which I am authorized to appoint a
Guardian and have not otherwise specifically done so. Such
Guardian shall serve without bond and shall have the power to use
MARLIN n. M,CALCIl principal as well as income from time to time for the minor's
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LAW orl'le!:!>
MAnLlN n. McCAtEIJ
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education, support and welfare without regard to the ability of
said minor's parents, or other perRons taking care of the minor,
to provide for such education, support or welfare, or to make
payments for these purposes without further responsibility to the
minor, the minor's parents, or to any person taking care of the
minor, or, in the event the funds held by the Guardian for any
minor become, in the opinion of the Guardian, too small for
proper and efficient administration, to deposit such funds in an
interest-bearing account on behalf of the minor.
LASTLY. I nominate, constitute and appoint my wife, ELLA
MAE SPEAR, Executrix of this, my Last will and Testament, but if
for any reason she shall fail to qualif.y as such Executrix or
cease so to serve, then I nominate, constitute and appoint my
daughters, LINDA SUE CRAWFORD and SUSAN LOUANNE KUMLER, Co-
Executrices, to serve in her place and stead, all to serve
without bond in this or any other jursidiction.
IN WITNESS WHEREOF, I, ROBERT Po. SPEAR, have hereunto set my
hand and seal to this, my Last will and Testament, which consists
of three (3) typewritten pages to each of which I have affixed my
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signature this .L2.. day of /J..).),./I , A.D.,
One Thousand Nine Hundred Ei9hty-Nlil.,./lliP,));:
J Itr1E/ ~. . _1."-',(1 ,-/1-<- (SEAL)
./
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of the
Testator, was on the date thereof signed, sealed, published and
declared by ROBERT E. SPEAR, the Testator therein named, 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 subscribed our names as witn~e?t& /2
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CERTIFICATION OP NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Robert E. Spear
. €f:~ ,
Lt.l 20 !' 3 :39
Date of Death:
June 22, 1995
Admin. No.:
Ci.
2195-05(j;lL '
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Will 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 October
17, 1995.
liAM
Address
Linda Sue Crawford
327 W. Main street
Mechanicsburg, PA 17055
Susan Louanne Kumler
2919 Butler street
Harrisburg, PA 17103
Notice has now been given to all
RUle 5.6(a) except: none
persons entitled
..i:kt
54 E. Main street
Mechanicsburg, PA
(717) 697-4650
Date: 10/17/95
III, Esq.
17055
capacity:
Personal Representative
x
Counsel for Personal
Representative
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RECEIVED FROM,
B
ACN
ASSESSMENT P:'I
CONTROL IliI
NUMBER
AMOUNT
WALTERS MURREL RIll
~4 E MAIN STREET
101
.Be'/ . 1:10
MECHANICSBURG, PA
170:5:5
ESTATE INFORMATION,
!II ILE N IER
U 21-199:5-0:511
m NAME Of DECEDENT (LAST)
IiW SPEAR ROBERT E
II DATE Of PAYMENT
II P TMARK T
COUNTY
SSN 193-12-8632
(fiRST) (MI)
CUMBERLAND
DATE Of DEATH
SEAL
LINDA SUE CRAWFORD ETAL
C/O MURREL R WALTERS III ESD
CHECKtI 119
m TOTAL AMOUNT PAID
.827.8:5
DO
REMARKS
REGISTER OF WILLS
RECEIVED BY ,/ It,l,
I 11 /f\t'
MARV C. LEW' S ; .. rH,H) till '-J-'
REGISTER OF WILLS I q
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
G
lOR DATlS 01 DIATIt AfllR 12/31/91 CHICK HIRI/
II A SPOUSAL -~
POVIRTY CRIDIT IS CLAIMID U
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21
COUN1Y CODE
OIClOltH'\rOMrtl I "1l(lU~~
95
YEAR.
511
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COMMOt-IWI.Al11f Of PIUH~YlVAUIA
OIPAIITMUn Of AIYUUlI
Dm 110"'1
IlARIUU~~O.!A_'7 ~B 0601
OIC(OUI1'~ u"MI II'" .IIU . "tlO 1,1.10011 IUIlI"tl
Sl'gAR Robert E
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001. O,lolnal Relurn rJ 2. Supplomonlal R,'urn
1:) 4. lImlled Ellole [] 40. fuluro Inlorosl Compromise
I'or dales 01 doalh oller 12.12.821
(>> 6. Decedent Dlod feslole [] 7. Decedonl Malnlalned 0 lIvlno Trust
IAllach copy 01 Will) (Allac.h copy a. Tru"1
ALL CORRESPONDENCE AND CONFtDENTlAL TAX INFORMATION SHOULD BI DIRECTED TO,
,..,"ME cOMr1l1t MAIUtlG "OOUU
Murrel R. Hnlterst-!l.!..LJ~!!g~-_____ 51, gnst t1llin Street
UUPlIOtIE !lUMant McchnnJ.c8hllr~ ,C1m 17055
I nIl _6n-!l650---~ -- - . . -. ' - .-. -~~--=)9, --:oS'
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161 ____~'_!!.97~}2_.._)g~ i.JJ C/l' 2..
171 _'_ __,,-Q-..----.---- <::I
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615 Thrush Court
Mechllnicsbun~, 1'^ 171)55
CU'!"f C~lmh!:rl 1l1H1-- . --------- ----
"MOIII'1 IllllIVII) I~II III'll1uCIIO"~1
--- - -- -- - - ----~----- ---
r-) 3. Remainder Relurn
.- liar dOl" 01 dealh prior 1012.13.82)
rJ 5. fodoral hlole Toll. Return Requlfld
_ 8. Tolol Number a. Safo DeposU 8011..'
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I. Reol Eslalo (Schodule A)
2. Sloc~' and Bonds (Schedule 8)
3. Clo..ly Held Sloc~IPoftn.nhlp Inloros' (Sc.hodulo q
4. Mortgogos and Naill Recolvohlu (Schodulo D)
S. Casll. eon~ Deposll. & Mill,IIGneous Pononnl Propu,ly
15d,adul. EI
6, Jointly Owned Property (Schodulo fl
7. T,anll." 15th.dul. G)15th.dul. L)
8. Total Gran Aue" (Iolollln.. 1.7)
Q, Funeral hpons... Admlnistralive CoslS, MIscollanoous
Ellpenlls (Schedule H)
10. D.bls. MorlOoo' lIobilill... Liens IS,hodulo I)
11. TOlal Doducllons (tolalllnll 9 & 10)
12. Nol Value of Eslale Illn. B minus line 11)
13. Charitable and Govornmental BoqulSls ISchedulo J)
14. N..!~~luo S~~I!CIIO lOll l!,!ne 12 minus lIno 13J
15. Spousal Tronsfon lIar dol.. of doalh oller 6.30.94)
See Inslrucllons for Ar,pllcoble Percenlag. on Rever" (15) --"
Sid.. Ilndude volu.. rom Schedule K or Schedulo M.l
16. Amaun' ollln. 14 ,a.abl. a' 6% ,a'. 1161 1 3 , 797 . 1,6
Ilnclude volu.. from Schedule K or Schedule M.I
17. Amounl of Line 14 la..uhlo 01 15% fOlo
{Indudo valuus '10m Sc.lullJulu K 01 Slhutlulu MI
18_ Prlnclpallo,l due (Add 10" from linu, IS, 16 and 11.)
19. Credll' Spousal Poverly Crodil Prior Poymonh DiICounl Inlellul
+ ---.-- +.-.---.-- ------
20. If line 191s grooler Ihon line 18, enlor the dille,.nce on line 20. Thill.,he OVERPAYMENT.
a O,lIrr:r:1!11.IIII......".........ItI...tUlIl1-'..'.ftIm!l':'t.'j.I'I-n...IIU!A.'III'1I1
(21) __.._.____...____u___.
121A) _u__.____. ___..u__
(2181____._____.__.__...
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(10) .. __!.,12;!!!..IIL_..__
111,695.03
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(121 ___ .J:! ..727_.116___
(131 ____._.__..::1l-
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21. If line 18 II oroolor Ihan line 19, onlor Ihe dilleronce on lIno 21. lhl.ls Iho TAX DUE.
A. Enler Iho Inl.r..t on Iho bolonce due on L1no 21 A.
O. En..' ,h. '0'01 allln. 21 and 21A an lIn. 210. lhl.I..h. BALANCE DUE.
Mol.. Choc" Payable tOI Reahte, o! Will., ~aent
. ' ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
Under ponahl.. 01 perlury, I dodore Ihat I hove o.omlnod Ihls relurn, Including occompnnrlno IChadul.. and Uolemenh. and 10 Ihe b.sl 0' my howledoe and bellel.
It " true, carre" ond complele, I dodore Ihat all roal oslalo has bean roporlod 01 truo morhl valuo. Docloralion of prepor,., olhor Ihon Iho pananol ropulIenlolivo is
bosed on olllnfnrmollon of which preporer hOI any ~nowllldge.
IC~IO"AlU" D' ""o~ ""0""'" :0' """" ","". '..0.'" 3 Z7\~:-TIll in St. 0."
O,:t. \0.\'\" F' (_....liir';J"'---L!,tl:!<ll1!!!IQ- c:rll~~[!I1:<L Jl~C',hn!1.t<;!!b!!m,-.J)A-_lZ05S~I.::JJ:..'1~.
'\ il:il4fUlE 0 ,IlV ~Iro tUI ~.." RrrIlJ~f~t"TlVI "1l0W~l~ ') C) 1 f) n t 1 ,. ('Ok_ PAl(
lJ.hfcti.JI' Ll{;' {~Il'('YI n____~I_I~II..:..!~'n .JZ~IlO1~~,~._~.,.ll!!!'r!~HI!!,gILL"-lZ!)12 'i'l"~~":'."
. {("Y'( II /./ .., . . 1 0 _.. 51, g. tlal.n St.
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nEV-u,oa 11)(+ ,17-13>>
SCHEDULE "E"
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-95-511
SPgAR, Robert 1"
tAli pro .rt olnll -own.1! wllh ".. Right ot 811rvlvonhll) mUI' II. III.clo.ed on Schltdlll. "p"l
VALUE AT
DATE OF DEATH
6,000.00
15,100.00
ITEM
NUMBER
1.
DESCRIPTION
1994 Ford gscord, per anpraisal of Sutliff Chevrolet
1979 Zimmer mobile home, per sale price to
Faye A. Mi tche 11
Sheet Metal Workers - pension
Sheet Metal IJorkers - we1.f:are fund
9411.00
138.30
113.00
2.
3.
4,
5.
Automobile insurance refund
TOTAL (Also onter on line 6, Recepltulellon)
$ 21.,295.30
Of mar. ,p.c. II o..d.d Inl.rt .ddlllon.1 ,h..u of urn. ,II')
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COMMOHWfAUU 0' PENNSYlVANIA
IHHUnAHCf TAX IU1U.H
.UIDIHlDfCEDun
SCHEDULE F
JOINTLY.OWNED PROPERTY
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FILE NUMBER
21-95-511
ESTATE OF
SPEAR, Robert E.
---
Joln"nonll.)'
B. Susan L. Kumler
B,
_~!!!!ESS
327 W. Main Street
Mechanicsburg, PA 17055
2919 Butler Str.eet
Harrisburg, PA 17103
RELA!!Q.!!!!!!P TO D~f!!!!!iL__
c\lIughtct'
NAME
A, Linda Sue Crlll~ford
daughter
C,
ITEM LmER DATE
NUMBER FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
JOINT OF ASSET '!loINT. DECEDENT oS INTEREST
TENANT JOINT
1. A&B 12/5/8 PNC 85070100544 7,331.31 33 11 2,1,113.77
2. A&B 12/5/8 PNC 85030122079 5,260.25 33 11 1,753.42
,
.---
TOTAL IAho onlor on IIn. 6. Rocopltulallan) S I, 197.19
~._- ------'------ -.--.
Jolntly.ownod proporly.
III more space ;1 needed imort addilional "ltlllll 01 samu ,i,o}
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SCHEDULE H I
.. Ai~tl~:I~:\~1J!~~~f \ .. ~I.". "L"' "r""
F11.TN\1MiiER
g. 21-95-511
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COMMOUWI~11tl Of 'fHH~nvAltl~
IHHUll~tlC[ 1~J: U1U.H
~~~.l~~t~1 U(c:~~~t_~!____
ESTATE OF --,
SPEAR, Robert
AMOUNT
ITEM
NUMBER
DESCRIPTION
.----_..--_._----"-~-_._-... -----.--. .~.. -. -... -~-- ..-...-..---.- ----'-
A, Funoral Expon.."
6,135.25
1.
l1alpezzi Funeral lIome
B.
Admlnltlratlv. Co.tll
Personal Repre.entallve Commlnlon.
Soclol Securlly Number 01 Per.onal Repro.onlollvo:
Yoar Cammlnlon. paid -
renounceo
1.
2.
Allarnoy Fee.
l1urrelR, Wolters, III, gso.
1,375.00
3.
Family Exemption
Claimant
Addren of Claimant 01 decodont'. dealh
Slreot Addron
Zip Code
Relallon.hlp
Clly
4. Prabale Feo.
C, Mlacellaneau. Expen.'"
1.
2.
3.
4.
5.
6.
7.
8.
_Slalo
150.00
TOTAL (Al.o enlor an line 9, Rocapllulallan)
(If more .pace I. needod, In.erl addltlanal ,hee" of .amo .Iz..)
s
7,660.25
..
IIVUIJU.IItJI
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
(Of,IMOIlWIAlTI' Of rtlltt,"VAUIA
Itlll"ll''''II''IIIIU'H
'UIPlflIDICIDItIT
___ _~I.a.!_~,I~I~o: Typ. n
I FILE NUMBER
21-95-511
~-"--"'-'''--
ESTATE OF
SPEAR, Robert E.
ITEM
NUMBER
t.
DESCRIPTION
.._______________ ____.._.n__ ___."
AMOUNT
-----_.._--'~ .---..--.--------...-- _._-_._-~... ....- ~
2.
3.
4.
5.
Ford Motor Credit - loan a~ains t 199/, Ford Escort
Hampden Village - mobile home lot rent
PP&L - electric
Bell Atlantic - telephone
Kathryn Fetrow, Tax Collector - mobile home taxes
5,833.32
810,00
120.29
22.10
2/,9.07
TOTAL (Allo onto, on lino 10, Ro'op~ulollo~_ ~. 7 ~3/~..7B_....
'II more 'poce is noeded, imerl addiliorlu' dI88" ollume .in.'
, IltIlIU"IU',
I
SCHEDULE J
BENEFICIARIES
L
S\.ti'
I/'i. ,
''':'
CUMMOUWIAlfll Of ,ftlN"IV,t,til,t,
IHHllnAHel 'AX ..rUIH
.nlDIHr O!!IOIHr
ESTATE OF
SPEAR, Robert E.
FILE NUMBER
21-95-511
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
I.
A. Taxobl. BeqU'SllI
Lind~ Sue Crawford
327 I~. Main Street
Mechanicsburg, PA 17055
Susan L, Kumler
2919 Butler Street
Harrisburg, PA 17103
--.-------- -
daughter
50%
2,
daughter
5/)%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charllabl. and Gov.rnmlnlal BlqU'S"1
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.o onler on IIno 13, Rocopltulatlon) 5
'If more space II ne.d.d, Ins.rt addltlonal.h.... 01 sam. II..)
.
i.,.'..cc
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REV-1547 EX AFP (12"95~
COMHONW(AlTH Of PENNSYLVANIA
OEPAAIH(HI or REVENUE
BUREAU or INDIVIDUAL TAXES .
nEPI. 110601
ItARRISlURD, PA U1U-060. .
I I j../
ACN 101
NOTICE OF INIIERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 08"12"96
FILE NO.
06-22-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TilE UPPER PORTION OF TillS FORti WITII YOUR TAX
PAYMENT TO TIlE REGISTER OF WILLS. MAXE CIIECK PAYABLE TO "REGISTER OF WILLS. AGENT" .
REMIT PAYMENT TO:
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
ADaunt R...Ut.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iilfli:ii;4"'i"EX--AFP--n'F9!;"j"iioi'"icEuciTi"NHEiiiiiiiicE"TAX"APPiiiiisEiiiii'r-;-,U.i:OWANCE"O"lion--m...-----"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ElITATE OF SPEAR ROBERT E FILE NO. 21 95"0511 ACN 101 DATE 08-12"96
APPROVED DEDUCTIONS AND EXEMPTIONS:
. 7.660,25
9. Funer.l h:pan.../Ad... COlts/HIIC. Expan... (Schedule In (9)
10. Debt./Hort"a". Liabiliti../Llana (Schedule I) nO) 7.034.78
11. Total Oeductions (11)
12. Nat Value of Tax R.turn (2)
15. Charitable/Govarn..ant.l Saqu..t. (Schedule J) (15)
14. Nat Valu. of Eat.t. Subjeot to Tax (lit)
NOTE I If an assossmont was issuod proviously, linos 14, 15 and/or 16, 17 and 18 will
reflect figuros that include the total of Abh returns BeDauBed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14
16. ADount of Llna 14
17. A.ount of Llna 14
18. Principal Tax Dua
TAX CREDITS:
PAYMENT
DATE
04-26-96
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Eatata ISchadule A) 11)
2. Stccka and Bonds ISchadula BI 121
3. Clcsal~ Hald Stock/Partnarshlp Intarast ISchadula C) (3)
4. Hortgagas/Not.s Racaivabla ISchadula DI (4)
S. Cash/Sank n.posit./Hlsc. Parsonal Propart~ ISchadula E) IS)
6. Jolntl~ Ownad Propart~ ISch.dula F) (6)
7. Transfars ISchadul. 0) (7)
8. Total Ass.t.
at Spousal rat.
taxabla at Lina.l/Class A rat.
taxable at Collataral/Class B rata
115)
1-16)
117)
RECEIPT
NUMBER
AA112784
DISCOUNT
INTEREST
1+'
I-I
7,16-
I CnANGED
.00
.00
.00
.00
24,295.30
4,197.19
.00
181
28,492.49
14,~9~ n3
13,797.46
.00
13,797.46
.00
13.797.46
.00
x .00.
X ,06.
X ,15.
1181
.00
827.85
.00
827,85
AMOUNT PAID
827 .85
INTEREST IS CHARGED FROM 04-27-96 TO 08-20"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
820.69
7,16
.21
7.37
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAl. INTEREST.
IF TOTAL DUE IS LESS TIIAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I. YOU MAY BE DUE
A REFUNO, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
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RESERVATION I
,
~c.! a; .:2!5
ffi.... of d'-udan.s <W1Q on or be for. Dlulb.r 12, 19az n if Inv lutur. Intuu' In thl ..t.t. I. transf.rred
In PD.....lon or .nJov..nt to el... . (collat.ral) blnlflcl.r... of thl dlcldant I't,r thl IxpAtatlon of any I".t. 'or
11'. or for v..r., thl Co..onw'llth hat.bv ..pr..,lv t...tv.. the right to appral.. and ...... tran,'.r Inheritance T....
at thl lawful el... . (col1.t.r.l) r.t. on Iny such future Int.r..t.
PURPOSE Of'
HOUCEr
To fulfill thl reqult...nt. of Slctlon Zl~O of thl Inheritance and E.tat. ra. Act, Act II of 1991. 72 P.S.
S.ctlon 21'0.
PA'ntEHr,
D,tach the top portion of thl, Hat lei and lub.lt with your ply..nt to thl RIgl,t., of Will. prInted on thl r.ver.. .Id.,
--Haka chack or lon.y ord.r paYllbl. tal REGISTER OF MILLS, AGENT
All pay..nt. r,c.lv.d .h.11 11r.t b. .ppll.d to an~ Int.r..t which aay b. due with anv r...lnd.r .ppll.d to the t...
REFUHD (CRII A r.fund 0' at.. cradlt, which wa. not r.qu..t.d on the Ta. R.turn, .av b. r.qu..t.d by co.pl.tlng an "Appllc.tlon
for R.'und 01 P.nn.vlvanl. Inh.rltanc. and E.t.t. T.M" (REV-1313). Application. ar. avallabl. at the Df,lc.
01 the R.glltar 01 WIll., any of the 23 R.v.nUI DI.trlct Off Ie.., or by calling the .p.cl.l 24-hour
an.warlng ..rvlc. ~ablr. 'or for.. ord.rlngl In P.nn.ylvanla 1-800-362-2050, out.ld. P.nn.vlv.nla and
within loul Harrisburg ar.a (117) 717"1094, TDD' UI1) 772-2252 Ot.arlng lapalrad Dnlvl.
OIJECTIOHS. Any p.rtv In Intlr..t not 'atl.,I.d with tha .ppral....nt, allowanc. or dl..llowanc. of d.ductlon., or ........nt
01 tax (Including dl.count or Int.r..t) a. .hown on thl. Hotlc. .u.t obJ.ct within .Ixty (60) day. of rlc.lpt of
this Hotlu byl
ADHIN
ISlRAJlVE
CORRECTIONS.
"-wrltt.n prota.t to thl PA D.part..nt of Rlv.nul, loard of Appallh, Dopt. 211021, tlllrrlsburll, PI. 17121-1021, OR
....hctlon to have thl aatt.r d.t.relnad at audit of tha account of the p.raonal raprsuntatlva, OR
".app.al to thl Orph.n.' Court.
FactuII .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing to. PI. D.p.rt..nt of R.v.nu.,
lIur.au 0' Indlvldu.1 Tau., ATTH. Po.t "'......nt R.vl.w Unit, napt. 280601, Uarrhburg, PA 17UlI-0601
Phon. (7171 187-6505. 5.. pag. 3 of the bookl.t "In.tructlon. for Inh.rltanc. TaM R.turn 'or a R..ldent
D.cldant" (REV-150l) fnr an aMplan.tlon 0' ad.lnl.tratlv.ly corractabl. .rror..
DISCOUNT I
If .ny tlM due I. paid within thr.. (3) cal'ndar eonth. aft.r th. docld.nt', dla'h, a flv. p.rc.n' (5~) dl,count of
'h. "M p.ld I, .llow.d.
PENALTYI
'he 15~ taM aan..ty non.partlclpatlon penalty I. co.put.d on the total 0' the taM and Int.r..t .......d, and not
P.ld before January 18, 1996, the 'Ir.t day aftar the and of thl taM aan..ty plrlod. 'hi. non-participation
p.n.lty I. app.alabl. In the .... aann.r and In the th. .a.. tJ.a p.rlod a. vou would app..1 the taK and Jnl.r..t
thst h.. bl.n .......d .. Indlcat.d on thl. not)c..
Intsrut It charged belllMlng with first day af d.llnqu.ncv, or n'lne (9) .ooth. and one (1) dav fro. 'the dlt. 0'
d.ath, to the data 0' p.v.ant. T.... which b.ca.. d.IJnqu.nt b.for. Januarv 1, 1912 b.ar Inl.r..t at the r.t. 0'
.IM (6~) perc.nt p.~ .nnu. calculat.d at . d.llv rat. of .000164. AJI t.M., which blca.. delinquent on and a,t.r
Januarv I, 1982 will bear Int.r..t at . rat. which will varv Iroe c.l.nd.r v..r 10 cal.nd.r v..r with th.t rat.
announc.d bV the PI. D.p.rt..nt of R.venu.. Th. appllcabl. Intar..t rat.. for 1982 through 1996 ar.t
INTEREST.
I!!! Inlsre.t Ast. n.u., Inlsr.at Fllctor !!!! Int.r..t Rllt. Oallv Inhr..t Factor
19112 20~ .ODD5'" 1981 ,~ .000247
un 16~ .001141& 1988-1991 11~ .000301
1984 IU .000301 1992 ,~ .000247
1985 ..~ .00D356 19'3"1994 ,~ .000192
1986 lO~ .000214 1"5-1996 ,~ .000247
ulnt.rut It calculalsd .. follow.1
INTEREST D BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Anv HatlCI I"uld .'t.r the t.K b.coe.. d.IJnqu.nt will r.fl.ct an Int.~..t calculation to fl,t..n (15) day.
bayond Ul. d.t. of the ........nt. If pav'.nt I. aad. .ftlr the Int.r..t coaputatlon data .hown on the
Notlc., .ddltlonal Int.r..t au.t b. calculat.d.
. .
PlVJIENTI
o.tach the tap portion of thl. Hotlc. ~ .ub.lt with your pIV.~t ..d. p.Vabl. to the n... and Iddra..
printed on the r.v.r.. .Ide,
If RESIDENT DECEDENT ... chick or .onev ord.r p.yabl. tOI REGISTER OF WILLS, AGENT,
If HOH"RUIDENT DECEDENT .... dMck or .on.v order p.Vlbla tOI COHttOHWEAL TH OF PENNSYLVANIA,
All p.)'1IInh racllv" ahall ~ applied flr.t to MY Int.r..t which .ay be due with MV n.alncSer appll.d to the tax.
REFUND (CA)I A refund of . tax cr.dlt, which w.. rIOt r.qulltad on the hx R.turn, '.V b. nquutld by coapl.Un, en
-Application 'or A.,\.nd 0' P......vlvanl. Inh.rltanc. and Eltat. T.... (REY-UU). Appllcatlon..n IVIll..... .t
the D"lc. 0' the Aa,l.t.r of lilli, any of the 25 R.vlnUl Dlltrlct,Dfflc.. or 'rOl the D.p.rt.ant', Z4.hour
~'werlng ..rvlcl ~r. 'or for.' ord.rlnOI In Penn.ylvanl. 1-8DD-562.2050, out,ld. Penn.ylvanla
and within loc.l H.rrlsburg .ra. (717) 787.1094, TDDI (7171 nz..uS! m.erlnD IIIP.lrlMt onlyl.
REPLY TDI
Qu..tlon. r...rdlnD .rror. cont.lned on thl. notlc. .hould b. addr....d tOI PA DIP.rt.ant of .'venue, aur.au
of Indlvldu.l T.x.., ATTNI POlt A......ant R.vl.w unit, D.pt. 280601, H.rrl.bur" PA .7121.0601, phon.
(7171 787-6505,
DISCOUNTI
If any t.x due la Plld within thr.. (SI clland.r lonth, .,t.r the d.c.d.nt'. de.th, . five p.rc.nt (Ski dl.count
of thl t.x Plld II .II~.
PENALTY I
The 15X tlx ~.ty non-plrtlclp.tlon p~alty I. co.put.d on the tot.l of the tax and Int.re.t .......d, and not
paid b.for. Janu.ry 18, 1996, the 'Ir.t dlY .,tar the and of the tax e.n..ty period.
INTEREST I
Int.r..t I. ch.rgld b.glnnlng with flr.t d.v of d.llnqulncy, or nln. (9) sonthl and on. (I) day frol the data 0'
d.ath, to the d.t. 0' pIYlant. T.... which b.ca.. dallnqu.nt b.'or. January 1, 19U b..r Intar..t et the rete 0'
.Ix C6k) pare ant p.r annul calcul.t.d et e d.llv ret. 0' ,000164. All tax.. which b.ca.. d.llnqu.nt on and .,t.r
Janu.ry 1, 1982 will b..r Int.r..t at . rat. which will vary 'rol e.l.nd.r ye.r to cal-nd.r y..r with th.t ret.
announc.d by the PA D.p.rt..nt 0' R.v.nu.. Th. sppllcabl. Int.r..t r.t.. for 19&2 through 1996 ar.,
Year Inter. at R.te Dal1v Int.rut F.ctor Y..r Intlra.t Rat. D.l1y Intarllt F.ctor
19at ... .000548 19.7 OX ,000247
1985 16k .000438 19a..l,,1 Uie .00nGl
"14 Uie ,000301 1992 OX .000247
1915 ... ,000356 199]-1994 7X ,DOOI'2
1'~6 10' ,000214 1995-1996 .. .000247
--Int.r.at I. c.lculst.d OJ followlI
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlc. I..ued a't.r the t.M b.co... d.llnqu.nt will r.fl.et an Int.r..t c.lcul.tlon to flft.an (15) d.v.
b.vond the d.t. 0' the .......6ftt. If pav..nt'l. ..de .ft.r the Inter..t co.put.tlon d.t. .hown on the
Notle., addltlon.1 Int.r..t au.t b. c.lcul.t.d.
H,
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STATUS REPORT UNDER RULE 6.12
Name of Decedentl_Ro~u+ f, SpM r
Date of Deaths ~/2?lq~
Will No. Admin, No.21' qS. SII
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 estates
1. State whether administration of the estate is completes
Yes 0 /' No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No.1 is Yes, state the followings
a. Did the personal representative file a final
account with the Court? Yes No V"
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
",'
Datel ,-2.'6 -'P
Vd '0,
1""
Signat.ure
mil rr.e. ( R. I~ H-.L1"5 .rrr [5:~.
Name J.Please type or print.) 0
54 ~. fY\a..I.'" .5;t-.
m~~( cJ;blLr<- Po... 1 70s 5
Address ;:)0
'!Jn~)
'll~l
(Q: V d !;- D9iJ L6.
('7/7) f.,cn-L/t..SD
Tel. No,
Capacity: K Personal Representative
Counsel for personal
representative
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(HAH s rmf/ AM3)