HomeMy WebLinkAbout95-00538
21-95-538
~..~
WILL
of
HELEN M. ANTHONY
I, HELEN M. ANTHONY, a reeident of the City of Harrieburg,
County of Dauphin, State of Pennsylvania, being of Bound mind and
memory, declare thie to be my laet Will, hereby revoking any and
all wille by IIIB heretofore made.
ITEM I. I direct my Executor hereinafter named to pay
all my juet debte and funeral expensee, and expensee of my laet
illneee ae eoon after my deceaee ae may be found convenient.
ITEM II. I give, deviee and bequeath all of my eetate,
real, pereonal or mixed, which I may own or have the right to
diepoee of at the time of my death unto my hue band, Raymond E.
Anthony, ae hie property abeolutely.
ITEM III. In the event my hueband, Raymond, ehall pre-
deceaee me, or in the event that we ehould die under such circum-
etancee that it cannot be determined which of ue died firet, I give,
deviee and bequeath all of my eetate, real, personal or mixed, which
I may own or have a right to diepoee of at the time of my death unto
II\Y eons, Dennis R. Anthony and John J. Anthony, and my etep-eon,
Charlee Ronald Anthony, share and share alike. In the event either
of my eons or my etep-son ehall predeceaee me leaving issue eurviving,
I give, deviee and bequeath unto such ieeue the share that their
deceaeed parent would have taken, ehare and ehare alike.
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ITEM IV. I direct that all taxee that may be aeeeeeed in
consequence of my death, of whatever nature and by whatever jurie-
diction impoeed, ehall be paid from my ree!duary estate ae a part of
the expense of the adminietration of my eetate.
ITEM V. I nominate, constitute and appoint my hueband,
Raymond, ae Elcecutor of thie Will. In the event my hueband ehall
have predeceaeed me, or ehall refuee or be unable to act ae euch, I
nominate, constitute and appoint my eone, Dennie R. Anthony and John J.
Anthony, and my etep-eon, Charles Ronald Anthony, or the eurvivor of
them, ae Elcecutore hereunder. Insofar ae the eame may be omitted by
law, I direct my Elcecutore shall not be required to poet any bond in
any juriediction in which he or they may act.
IN WITNESS WHEREoF, I have hereunto Bet my hand to this
my Will, which consists of two (2) typewritten pagee, tCl,each of which.-
I have affixed my eignature, thie I ~?f, day of July, 1978.
/~ /11.
. Helen M. Anthony
Signed, publiehed and declared by Helen M. Anthony, the
above named Testatrix, ae and for her Will, in the preeence of ue,
,
who ather request, in her presence, and in the preeence of each other,
all being preeent at the eame time, have hereunto eubecribed our namee
ae witneeeee.
ArA.&<~ A. (i...i;~ reeiding at
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REGISTER Of' WILLS OF CLMBERLAND COUNTY
OATH Of' SUBSCRIBING WITNESS
F"'2>t\~'S B Aa~~"ny ,..,.J t<>.".,jo~l/, L. .4"l~",,/.
cadlcll
(each) a subscribing wilne.. 10 Ihe will prescnled hercwilh, (cach) bclng duly quallficd according 10
law, deposc(s) and say(s) thaI -rh t!" I." ere present and saw
JI"/e", M An+htl"'u
. ,
Ihe lestaln 1< , sign Ihe same and Ihal -1-1, e r signed os a wilness allhe
requesl llf Icstalt:J..lC- In I~ presence and (Inlhe presence of each olher) (Inlhe presence of Ihe
olher SUbscribing wilness(es)).
Sworn 10 or affirmed ~ subscribed before
me this , ~ '"l day of
J~~~~QJ\~
~ Reg/sler
'I d /Ld~.J".""~ I~. a..:tI<-{)''-''-J---
b (Nam~l I 0.0
6f{q M~ tl""':; .t.u~ rA J 7/09
, (Address)
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REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
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(each). 0 subscriber herelo, (ellch) being duly qualified according to IIIIV, depose/s) anl'tJ;ay(s) Ihlll:
familiar wilh Ihe slgnllture of .": '.:'
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will presenled h~r.ewilh and
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believes Ihe signature on Ihe will Is Inlhe handwrltln8 of
believes Ihe slgnlllure of Ihe will presenled herewilh and thai
codicil
believes Ihe slgnalure on the will Is In Ihe handwriting of
to Ihe besl of knowledge and belief.
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leslat_ of (one of Ihe SUbscribing witnesses 10) Ihe
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Sworn 10 or arr/rmed and subscribed before
me Ihls day of
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(Name)
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21-95-538
Reglater of Will. of Cumberland County, P.nnsylvanla
RENUNCIATION
Eat.'1 01
21-95-538
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No.
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lOAOlH'/ J. O'CONNftL
DIANE p,lUJl
TURNER AND O'CONNELL
""ORNEYI "I lAW
:ug NOR1ll STRIlIIT
P,O, BOX 1123
IlARRISBURO, PA 17108. 1123
lWl'HONE
717-232<1861
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717-23HII&
March 12, 1996
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Mary C.. Lewis, Register of l~ills
cumberland county Courthouse
Carlisle, PA 17013
RE: Estate of Helen M. Anthony
No. 1995-00538
PA No. 2195-0538
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Dear Ms. Lewis:
Please find enclosed a check in the amount
applied to the tax due by the above estate.
questions, please feel free to contact me.
sincerely,
0(1. r'tU.IJW~~
-Jlames H. Turner
of $1,100.00 to.be
If' you have any.'
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.0. DAm 0' DIATH Am. 12/~ "" CHICK HIU
.. A SI'OUSAL
I'OVI.TT CRIDIT IS CLAIMID 0
PILI HUMU.
21
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ITO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
, A
I
209 12 8038 6/16/95 I 4/28/21
KJ 1. O,;glnal Ro.urn 0 2, Supplomontal Rotu,n
o A. lImit.d Eliot. 0 Aa. Future Intere,t Compromile
(lor dOlo. of doa.h ahor 12,12.82)
o 6. Oecedent Oled Testat. 0 7. Oecedent Maintained 0 living Tru,t
(Allach copy 01 Will) (Allach copy 01 Trull)
AU. CORllISPCNDEHCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTID TO.
NAM (; M M...IUN A
1. Roal Elfato ISchodulo A) I 1)
2, S.ock. and 80nd. (Schodulo 8) I 2)
3. Clo.oly Hold slack/Partno"hlp Intoroll(schodulo C) (3)
4, Martgago. and Ne.o. Rocolvablo (schodulo 01 ( 4)
5. Cosh. Bank Deposits & Milcellaneous Personal Property( 5)
Ischedulo E)
6, Jelnrly Ownod Preporty Ischodulo F)
7. Tranolo" Ischodulo G)lschodulo II
8. Total Gran Anet' Ilotalllne, 1.7)
9. Funeral Expenses. Administrative Costs, Miscellaneous ( 9)
E.pon.o. Ischodulo H)
10. Dob.., Mertgago lIabllltlo., 1I0no Ischodulo II (10)
11. Total Doducllan. (te.allin.. 9 & 101
12, No. Valuo el E.ta.o (lino 8 mlnu. lino 11)
1:l. Charllable and Governmen'al Bequests (Sctledule J)
14, No. Valuo sublocl .e To. llin. 12 mlnu. lin. 13)
15. Amount of line 1A laxobl. at 6% rale
(Include value, from Schedule K or Schedule M.)
16. Amount of IIn. 1A taxable at 15% role
(Include values from Schedule K or Schedule M.)
17. Principal tax due (Add tax from line 15 and from line 16.)
18. Credits Spousal Poverty Credil Prior Paymen's
+ 1 . 1 no no +
19. If lin. 18 I. groator .han lino 17, on.or tho difforonco an IIno 19. Thl.l. .ho OVERPAYMENT.
aD .":nr:lI~.I'J"_I_"'" ...1 "'"""'III'~'II.lt.'_I..rrr:r.w:1.'I+I'I_'~'L'U'1.""""" ....11
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COMMONWIAltH Q' "NNSVlV,t.NI...
DU....'MINr o. "V'NU'
01"- ::10001
~"'''ISlU.G. 'A 1112'.0001
"'AM 114. ....N
Anthony. Helen M.
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Shelly J. Kunkel. Esquire
l H N N M
232-4551
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1995
538
COUNTY COOE
. C M
YEAR
NUMBER
I H
16 Butternut Lane
Mechanicsburg. PA
Cow'"' C\.DTlber land
03.
05.
17055
_8.
Remainder Return
(far dato. of doalh prler.a 12,13,821
Federal ESlate TalC
Return Required
TOlal Number of Safe Deposit Bous
P.O. Box 1123
Harrisburg, PA
17108
33,739.91
( 6)
( 7)
1,286.91
I 8)
35.026.82
11,272.63
9,700.00
7n,Q77 h~
14,054.19
(11)
(121
(131
(14)
14,0'\4 nn
R41 26
(151
14 , 054 . 19
)( .06:1
(161
)( .15 :I
(17)
R41 76
Discount
Inlerest
l,lon on
256.74
(19)
(191
2C, If IIno 171. gr.a.or than IIno 18, on.or .ho dlfforonco an IIno 20. Thl. II tho TAX DUE, (20)
A. Enter the Interest on the balance due on line 20A. (20A)
8, Enlor Iho .etal ef IIno 20 and 20A en IIno 208, Thl. I. .ho BALANCE DUE. (208)
Male. Check Payable tOl Regl.ter of Will., Ag.nt
,
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Recorcf'r1 r"'ko of
Rog:': it t {H Wills
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:96 JUL 17 AID :50
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'., Clert'!"': ! ':'!'n Courl
Cumb\l;,..,ld Co,. PA.
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Prlnl or l' 0
FilE NUMBER
eOMMONWlA!JH or 'lNNsnVANIA
IHHIIlTAHCI TAX lnulH
.'SIDIH' DlelDIHT
ESTATE OF
fAIl p,.,..-ty IoInt1v--ewn." wIth th. Right .f Survivorship mu,t be ..Inl..... on Sch."ul. '1
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1 rebate from 81ue Croee/Blue Shield 238.20
2 rebate from car ineurance 74.90
3 automobile 9,700.00
4 savinge account at Harr1e Savings Bank 23,726.81
account no. 18-02-128033
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TOTAL Allo onlor on lino 5, Roeo
S
33,739.91
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(A"och addlllonal BY,- )( II- ,h..,s If mat. spac. is n..d.d.J
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COMMONWfAUH 0' "NNlnVANIA
INHUIfANCf 'All: ItUUItN
ItUIOfNf OfCfOfNt
SCHEDULE F
JOINTL Y -OWNED PROPERTY
ESfATI OP
PILE NUMBER
Jol.' '0.0.'1'"
------NAME
A. Christina Anthony
"~W'^__""_",,_____, ,_
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.. --- ----RELATIONSHIPrODECEDENT -.
ADDRESS
16 Buttp~ut Lana
PR.Chanicsbur. PA 17055
daughtar-in-law
B.
John J. Anthony
523 Lumbar Straat
Midd1atown. PA 17057
Bon
C.
Jolntlv-owned prope"v,
ITEM LmER DATE DOLLAR VALUE OF
FOR TOTAL VALUE DECO'S
NUMBE~ JOINT MADE DESCRIPTION OF PROPERTY OF ASSET '!OINT. DECEDENT'S INTEREST
TENANT JOINT
1. A 6/17/93 savinge account at Wast Shom 1.370.54 50% 685.27
jTeacl1ars FCU
2. B 11/17/8J:heCkin9 account #0066510360 595.84 50% 272.92
t Ooreetatea Hamilton Bank
3. B 11/17/8 inga account #6698005554 607.44 50% 303.72
. at Ooreetatae Hamilton Bank
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TOTAL (Also on'"r o. "nl 6. Rlcopitulotlon' S 1.286.91
(II more 'pac. i, n..d.d in,.rt additionol .h.." o( sam. Ii,.)
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COMMONWUlTH 0' '!NNIYlVANIA
INHUI1'ANct TAX UTUIN
ItUIDfNT DECEDfNT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print 0' T p.
I Fill NUMBER
21-95-538
UTATI OF
Anthony, Helen M.
ITEM
NUMBER
DESCRIPTION
A. Fun.ral bpon...,
B.
2.
4.
C.
1.
2,
3.
4.
S,
6.
7.
8.
1,
Neill Funp.ral Hane
Funeral luncheon
flowers
1.
Admlnl.trall". CO.t.,
Personal R.pro..nlallve Commllllon.
Sodal Security Number of Penanal ReprolOnlallvo:
Year Cammllllan. paid
Attornoy Fee.
3.
Family Exemption
Claimant ~nn;A R r..nfolV'lnl'
Addro.. of Clalmanl at decedenl'. dealh
Street Address , Ii R11ttprnllt r ~np
City Mechaniceburg
Slale PA
Zip Code 17055
Relallon.hlp 'ion
Probate Fe..
MI.eollan.ous bp.n....
Carl1ele Sentinel - legal advertisement
Cunberland Law Joumal - legal advertisement
West Shore Tp.Bchers FCU - car payment
Moffitt, LUn, FP.aee - medical expense - last illness
Ilacr1eburg Hoepital
Witnese fee
TOTAL (AI.a enlor on line 9, Recapltulallan)
(If mar. spaco Is n..d.d, Ins.rt additional .h..ts of sam. II...)
AMOUNT
6,624.00
514.50
136.74
3,500.00
85.00
97.00
40.00
217.15
32.12
10.22
15.00
5 11,272.63
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BUREAU Of INDIVIDUAL TAXES
.NOITAHC( TAX DIVISION
D[PT. rluOl
HARRIIIUIII, Pi 17111"060.
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APfRAISEHENT, ALLOWANCE OR OISALLOWANCE
Of OEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
SHELLY J KUNKEL
PO BOX 1123
HBG
ESQ
PA 17108
10-22-96
ANTHONY
06-16-95
21 95-0538
CUHBERLAND
101
AlIOunt R_lttH
c
-
lIl.lMI U '" 111....1
HELEN
H
MAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ii!"v:is47-iic--"FP--Co'i:m--iiiifici--o,;-i-riiliiiiTANci-i"A"inrp'jiRA-isiiifE"ii'i'-,--"r.rOWANc'i'"iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ANTHONY HELEN M FILE NO. 21 95-0538 ACN 101 DATE 10-22-96
TAX RETUIlN WAS I (X I ACCEPTEO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..1 E.t.t. (Schedul. Al
2. Stock. and Bond. (Schedul. II
S. C10..1y Held StockJP.rtnerahlp Int.r..t (Schedu1. CI
4. Kortgegea/Not.. RKalvllbl. (Schedule DJ
S. C8ah1B.nk Depoalta'Hlao. Par.on.l Property (Schedule E)
6. Jointly Owned P,.."..rly (Schedu1. FI
7. Tr~.f.r. (Schedule OJ
a. Total A...t.
( I CHANGED
III
(21
ISI
(41
(51
161
(71
.00
.00
.00
.00
33,739.91
1,286.91
.00
UII
NOTE I To In aura proper
orH1 t to your RCount,
.ubollt the _r portion
of thl. fa.. with your
tax pa)'llent.
35,026.82
APPROVED DEDUCTIONS AND EXEMPTIONSI
11,272.63
9. Funeral Exp~.../Aa.. Coat.'Hl.c. Expen... (Schedul. H) (,)
10. llabta/Hortu_ LlablU U../Ll.... (Schedu1. II llO I 9 .700 , 00
11. Tot.1 Daduotlon. 1111
12. Hat V.lue of Tax R.turn (121
15. Ch.rltllbl./CoY.r~.nt.l Sequa.t. (Sch~l. JJ (13)
1Q. N.t V.lue of Elt.t. Subject to Tax (141
NOTEI I~ an aBBOBB.ent waB iBBued previouB1Y, linos 14, 15 and/or 16, 17 and 18 will
reflect ~1gureB thet include the tDtal of ~ roturnB aBBeBsod tD date.
ASSESSMENT OF TAXI
IS. Aaount of Llne 14 .t Spou..1 r.ta (lSl
16. ~t of Line 14 tax~1. at Lineal/Cl... A rat. (16)
17. ~t of Line 14 tax~le at Col1.taral/Cla.. 8 rata (17)
18. Principel Tax Du.
TAX CREDITSI
PAYHENT
DATE
03-13-96
RECEIPT
NUI1IlER
AA1l2615
DISCOUNT (+ I
INTEREST (-I
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
14.054.19
.00
K .00_
K .06_
K .1S.
(181
:>0,'17:> ~3
14,054.19
,00
14,054,00
.00
843.26
.00
843.26
1,100.00
256.74CR
.00
256.74CR
I IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOHN FDR INSTRUCTIOHS.1
AItOUHT PAID
1,100.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
..
,.
(") 0 "':1 :::1
i fi ';L~ , .'
.. '
C":'
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.-. ("
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;j:~ r' CP
RESDtvATlDH. Eltat.. of dendenh Ibl". on or Mfor. a.c...,. 11, I"Z ..... If ~. tutu,.. Int.,.... In the ..tat. .. trwt.terred
In po.....IM Dr enJoltlMnt to CI... . (coUatlrtll) MMftal.rlu of the lIMa..". Ift.r the upl,..Uon of MY ..tat. for
lU. Dr fa,. YMn, tIMI ,. _Ith hereby up,....!>> ,....rv.. U. rllllht to ..,,..1.. Ind ...... t,...,.fa,. InNrlbncla Tu..
It ttMI l_ful Chu . (coU.t....U nt. on MY M.IClh future In..,...t.
"'-""
MOTJa. To fulfill U. r....lr.-nta of INtlon Zl4D of the lnherJtWtCI ... Eat.t. Tax Act, Act II of 1"1. 7Z P.I.
Section 2141.
PAYMDfT. DItKh the top portion of this NatJUI ... MOIlt .,Ith yOUr p.~t to the Reaish,. of .,IU. pr'lnt_ Dn the ren,... al..
....... check or 110M>> order p~l. tOI REGISTER OF MILLB, AGEHT
All ~t. rKllved __11 flrn t. ...11.. to eny lnta,.a" which .y be dull .,Ith .", r_lnder ...Ued to the taJc.
REFUND CCRh A ,..fund of . tu: aredit, Which .... not r.....t.. on thII Tu Aatum, -.y H r......... by ~l.Ung ., -AppllC8tJDn
far Refund of P""Qlv.-.l. InherttMCtl ... Eatat. Tu" (RfY-1S15). AppUUtJonl Ira awl1_1, at thII Office
of U. R..ht.r of NUh, MY of the U R........ Ohtrlet D"le.., or by uUlng U. .,.1.1 24-hour
.,....rl". ..rvlca .....r. for for.. orderlnllll In PeM.ylnnl. 1-800-562-2150, ouhlde l'ennIYIYMI. and
within local "-rrlsbura .r.. (717) 717-1094, fDO. (717) 772-Z15Z (Hearing 1"'lred anlw).
~CTIOHSI AnI pertv In Int.r...t not _tllfled with the ......I.-...t, .Uowancl or dl_Uo.noa of deduotlon., or .........t
of tllX Clncludlno dllcount or Int.ra.n .. IhoM1 on tnl. Notle. ...t object within .hlty "0) day. of r.alpt of
thh Notice bYI
""rltt.. prot..t to the PA OIIper....t of R........, IcNIrd of Appuh, Dept. ZII0Zl, "'rrllburg, PA 17121-1011, OR
..-.I_tlan to hew the .U.r det.rwlned .t iud I t of U. account of the par.onIIl rapuunhUva, OR
--.....1 to the Orphan.' Court.
....,N
IITRATlVE
CDRRECTlDHSI
fl,C1tual .rror. dllcov.red on thh ..........t .nould ba "r...ed In writing tal PA o.p,rhMnt of R.venue,
Bur..... of Individual Tu.., ATTN. Po.t AsH......t Ravl... lkllt, Dept. ZI06Il, "-rrlaburg, PA 1712I-06Dl
Phone (717) 717-6505. ... page 5 of the bookl.t ftln.t~tlon. far Inherltanc. T.x Return far I R..ldent
Dac.o.ntft (REV-1501) far 8ft axpl~tlon of ~Inl.tr.tlv.ly eorreot~l. .rror..
OllCOlMh
If Wly tax .... II p.ld within thr.. (5) al"r IIOnth. .U,,. the _edent'. elMth, a five pereMt (SX) dhcowtt of
the taM ,.Id 11 allowed.
n. 10 ta .....ty non-perUolp.tlan ,.,..Itv h e~ted on U. tobl of the taM and Intlr..t .....HId, and not
p.ld _fora .....N II, I"" U. flr.t IMy Ifbr the end of the tu ......tv par!od. Thla non-PlrtlolpaUon
I*1Ilty 11 ~I_I. In the ... ....r ... In ttM the .... U.. parlod ,. YOU would appeal the tax ... Intlr..t
that hi_ bean .....Nd .. IndlAtlld on thll noUce.
PENAL TVI
IIfTfRESTI
Intlra.t 11 charlltld bealmlng with first day of dellnquww:y, or nlM (9) -.nth. and ani (n dQ frC* the dlt. of
dM\h, to the dIIt. of ~t. TIUe.. which bee-. delinquent bafora J.....ry 1, 1912 bear Int'rII.t .t the nt. of
.hI (Ul pareMt par ...... ~lcul.tlld .t I dalty Mlt. of .0DDI64. AU ta.. ...,Ich bee-. dlU.......t on ... 'Ulr
JanuaN 1, 1"Z will c...r Int.r..t .t I rat. which will v.ry fru. cal~r ve-r to e.l"r year Nlth ~t rlt.
II'I1CUtCed bw the PA DefI.r....t of Rev.... n. appllcaOla Int.r..t Mlt.. far ".Z through 19M .rll
!!!r Intlr..t Rata DeilY Int.r..t Factor ~ Intlr..t ht. o.lly Int_r..t Fector
"., ZOX .001541 '917 OX .001247
I... .'" .00043. 1'''-1"1 11X .00DSDl
'914 11X .00UIl '99Z OX .0012,.,
".. UX .000S56 1"'-1994 n .0GOltz
,... lOX .000Z74 1"1-1996 OX .OGOZ47
"-Int.r..t 1. calcul.ted .. foUo-..1
IIITEIIEIIT . BALAHCB llF TAX VllPAID X IfIIIIIIER DF DAYB DELIHQIIEItT X DAILY IIITEIIEIIT FACTOR
--Anw Notln l..ued .n.r the tllX bec:oM. dll1nquant "Ill rlnlOt ., tnt.r..t ulcuht10n to flft.., US) day.
bQond the data of the .........t. If ~t II .... .U_r the tnt.,.... COIIPUt.tlon IMta IhoM1 on the
Nat1~, IIddIUOMI Int.r..t ...t _ calculltlld.
1<5 -1./5 ..~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~-
BUREAU OF INDIVIDUAL TAXES
n.DITAHCE TAX DIVIIJOH
tvT. 11D'0l
HlRAllauRa, PA 17111-0'01
In.IUIU,,, 111-'"
SHELLY J KUNKEL
PO BOX 1123
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
M
ESQ
11-18-96
ANTHONY
06-16-95
21 95-0538
CUMBERLAND
101
AllOURt RuUted
HELEN
PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE. To lnaur. proper credit to your ~count, aub.lt the upp.r portion of thl. fD~ with your t.x p.yaent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
R'E-y:i6ijj-ix."j:jo--roy:m-------..ii-filifiRiTAiii:E'"iAif-s'i'1ifiiiE'Ni-oF'-Ai:'"criuiif--.-..---------------.._- --
ESTATE OF ANTHONV HELEN M FILE NO.21 95-0538 ACN 101 DATE 11-18-96
THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MANED ESTATE. SHOWH BELOW
IS A SUKHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYNENTS. THE CURRENT BALANCE. AHD. IF APPLICABLE,
A PROJECTEa INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 10-15-96
PRINCIPAL TAX DUE, 843,26
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
03-13-96
11-01-96
RECEIPT
NUMBER
AA112615
REFUND
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
.00
.00
1.100.00
256.74-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
843.26
.00
.00
.00
. IF PAlD AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1,
NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCRI.
YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I
,
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IRS
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:~
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tfo
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o
n
PAvt1[NT1
OIItKh the top portion of thh Notice MIl Il..iMlt ..lth YOUr' p.,.."t ... pIy.tJls to
printed on tM reVI,.. .Ide.
r.
!-'
, :g
C N
~S 0
thll n... end ~I'
-
N
If RUIDDCT DECEDENT .... check or ~y or.,. pI.Iib.s tal REGISTER OF WILLS, ACENT.
If .....RfIIDEHT D[CED[HT ... chedl 0,. HIM!' oreM,. paVBbla tOl CotetQHWEALTH OF PENNSYLVANIA.
AU PI)'Ht'Ita "lICl1"N IhII11 tt. .,11_ Ur.t to -.ty lnt.r..t which ..y be due .dth MY ,....lnder -..l1ecf to thII t...
MfUND (CAla A ,.af\.nd of . tl. credit, which .... not ,..que.ted an the ,.. Rsturn, ..y tt. nqu..tect by co.plaUna WI
"application '0,. R,fund of P..1I)'1\,.,..I, InM,.lt~. IInd Elhts hx" CREV"lSUJ. AppllclUot,. .r. avail_I. It
UM Dfflo. of the _..ht',. of WIU., Wly of the 2J RlvMUtI Dhtrlct Offlc.. or ,,... thll Depart.....', Z4-hour
.,.....,.11'11 .,,.vlc. nwbers for for.. orcMl"lntlll In P~.ylv."l. l-IOO-)62-Z050, outside P..".)'I".".s
IInd ..I thin lacll "-,.rllbur, at.. (7171 7"-1094, TDD. (717) 772-2252 ("-arlna I.,alr~ only).
REPLV Ta, Qu..tlon. reaardlna .rror. ContalMd on thh nottc. should bII Bddrelllld tal PA Dap.rt.."t of R.vanue, lureau
of Individual T.x.., ATTHI Po.t A.....-.nt A.v1aw unit, o.,t. 210601, Harrl.burg, PA 171Z'-0601, phona
(717) 717-6505.
DISCtU'fTI If any t.x due h p.ld within thr.. (5) nlMd.r .onth. aft.r tha dacadent'. death, . flv. p.rc."t n:u discount
of ttMt t.x paid h alia"'.
PENALTY I The 15X tax ..n..ty non-p.rtlclpatlon penalty I. COIlpUted on ttHI tot" of thl t.x and Inhr..t ......ad, IInd not
p.ld bIIfor. January II, 1'96, the fir.t d.y .ft.r the end of ttHI tax .......ty p.rlod.
INTEREST I Int.r..t h ch.rged b.glnnlna ..lth first d&y of tMlI~cy, ar nlna (9) .onth. and OM (I) d.., fru. thtl data of
d..th, to thl date of pay.."t. ")II. which blc", dlllnquent b.fon January 1, 1'82 b.ar .nhra.t .t thl r.ta of
.Ix (6X) plrcant p.r ~ c.lculated .t . d.lly rat. of .oaOI64. All ta)l" which ble... delinquent on and .ftlr
January I, 1'12 ..Ill b.ar Int.r..t .t a r.t. which ..Ill vary fr~ calandar y..r to c.lendar y..r with th.t r.t.
lIIV'IIX.W\Cad by the PA o.p.rt.."t of ReVIInlM. The 1IPP1Ictbl. Int.re.t rat.. far 1912 through 1996 .ral
V..r Int.ra.t Aat. D.lly Int.r..t f.ctar V.ar Int.re.t Aat. O.lh Int.,...t F~tar
1'12 20X .DCOSU 1917 'X .ocnu
1915 16X .DOCUI nil-I". lIX .0DDSDl
1... 11X .000SDl I'" 'X .OOOZO
.'15 UX .000S56 1995-1994 7lC .00Dl'!
1... lOX .000274 1995-1996 'X .00020
ulntar..t h calculated .. followlI
IItTEIlEST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY IItTEIlEBT FACTOR
--Anv HaUc. "sued Ift.r thl tax bacDH' deltnquent ..Ill r.nact an Inhr..t cllcuhtlon to ,1ft.., (15) IMV'
bIIvond thl dlt. 0' thl .....nent. If P'YIIII1t I. ... aU.r tha Intar..t cu.putatlan det. thoNn on the
Notlc., ~Itlon.l Int.r.st ....t be Cllcul.t~.
IN THE MATTER OF
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
THE ESTATE OF
HELEN M. ANTHONY
NO. 1995-538
STATUS RBPORT UNDBR RULB 6.12
RBGISTBR or WILLS or CUMBBRLAND COUNTY
status Report
No. 111115-538
Name of Decedent:
Social Security Number:
Date of Death:
Name of Personal Representative:
Capacity
Helen M. Anthony
209 12 8038
June 16, 1995
Dennis R. Anthony
John J. Anthony
Co-Executors
Is the administration of the estate complete? Yes
An account was stated to the parties in interest and
the parties released the personal representatives.
I certify under penalty of perjury that the foregoing information
is correct to the best of my knowledge, information and belief.
Date: 12/3/96 ~~
Ja H. urner, Esquire
~ rner and O'Connell
258 North Street
P.O. Box 1123
HarriSburg, PA 17108
(717) 232-4551
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Attorney for Estate
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