HomeMy WebLinkAbout95-00588
Estate 0/ alJ\RLES G. TATNI\LL. JR.
also known as alARr.ffi G. TA'INlII.I.
PETITION FOR PROBATE and GRANT OF LETTERS
n? /- q'5 - .:5% ~
No.
To:
Register of Wills for the
Deceased. County of a.folBERUIND In the
Social SecurIty No. 203-10-6631 Commonwelllth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petltloner(s). who Is/M 18 years of age or older an t1\'Je\~ru\'lte or
In the last will of the above decedent. dated Anril 11.
and codlcll(s) dated
Gene G. Tatnal1 the appointed Executrix renounced her riQht to administer
the Estate and remlested thRt I.<>tters Tpstamentlll::Y hP issued to ,J""""s Go
Tatnall. the alternate named.
(stlUC relevant c1rcllntJcilnCl:S, e.l. rmuncladon, death or euculor, ell:.)
named
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Decendent was domiciled at death in Cumberland County, Pennsylvania, with
his last family or principal residence at 431 Allendale Way
r.nwpr n"pn Tnwn~hip
(list UtM, number and mundpaJhy)
Decendent. then 71 years of age. died J u 1 y 25 , . 19 95.
at r,p.Rnpr NtlrR i no Home .
Except as follows. decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal property S 169 . 000 . 00
(If not domiciled In Pa.) Personal property in Pennsylvania S
(If not domiciled In Pa.) Personal property in County S
Vlllue of real estate in Pennsylvania S None
situated as follows:
WHEREFORE. petitioner(s) respectfully
presented herewith and the grant of lellers
,theron.
request(s) the probate of the last will and codicil(s)
Testamentarv
(lesC3.mcnt3ry; administratlon c.t.a.i admlni,;tradon d.b.n.c.t.a.)
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James G. Tatnall
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA } ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition ar~
true and correct to the best of the knowledge and belief of petitioner(s) a,qd that as personal represen-
tative(s) of lhe above decedent petitloner(s) will well aM truly administel7'the esta~ according to law.
I' . (If! W.
Sworn to or affirmed .And SUbscribed~ ',f, Ui i (, I cLd/ '"
before me this 41M da of _.,James G. Tatnall ~.
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MARY C. LEWI R~gisur I 1 ~
No. 21 - 95 - 588
Estate of Charles G. Tatnall, Jr. a/k/a
Charles G. Tatnall
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 8. 19~, In consideralion or the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) dated April 11, 1991
described therein be admitted to probate and filed of record as the last will or
Charles G. Tatna11, Jr.
and Letters Testamentary
arc hereby granted to Jares G. Tatna11
FEES
b 235.00
Pro ate, Lellers, Etc. ......... S
Short Certlficates( 4) ... .. .. ... S 12 .00
Renllnclatlon ................ S 5.00
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TOTAL _ S ?R1 00
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Ro.btor or WIUJ '7l' 0 I
MARY C, LEWIS I
Ecbnund G. Myers (20558)
^TTOB~Y (SIlPl;CI. 1.0. 1'19.)
Johnson, [).Jff1e, ::; ewart '" Weidner
301 Market St., P. O. Box 109
ADDRESS
Lemoyne, PA 17043-0109
(717) 761-4540
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Mailed letters and oreer to attorney on 8-8-95.
This is 10 n:flil)' .hill Ihl' inrllrm.lIillu ht:'l' ~i\"C:n is ftllrl'nl)' Utl"I'll hom ,lfl Ilri~ill"ll('l'lilir~lll' t1f dl'.lIh dul)' fill'u wilh Inl' il\
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WARNING: It 18 Illegal to duplicate this copy by pholoatal or photograph.
I'ee fur lhis (<llilkille. S!.tMI
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COMMONWEALTH OF PENNSVLVANIA . D!PARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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EGM/February 20, 1991/3785
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ARTICLe XII
I give and bequeath my automobiles, household and personal
effects and other tangible poroonalty of like nature (not inCluding
cash or securities), togothor with any existing insurance thereon,
unto my wife, GENE G. TATNALL, if she survives me by thirty (30)
days. Should my Wifo, GENE G. TATNALL, not be living on the thirty-
first (31) day aftor my doath, I givo and bequeath the same unto such
of my children as IIro living on tho thirty-first (31) day after my
death to be dividod among thom by my Executor with due regard for
their porsonal proforoncoP in ap noarly equal shares as practical.
ARTICLB IV
Providod my wiro, GENE G. TATNALL, survives me, I give, devise
and bequoath all tho root, rosidue and remainder of my property, of
whatever naturo and whorevor situate, unto DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, IN 'I'RUST, for the fOllowing uses and purposes:
1. To pay tho not income therefrom unto my wife, GENE G.
TATNALL, for and during her lifetime, in quarterly installments.
2. As much of the principal of this Trust as Trustee in its
sole discretion, after taking into account her other readily
available assets and sources of income and support, may think
advisable tor the support, maintenance and medical care of my wife,
GENE G. TATNALL, as nearly as may be in the style to which she has
been accustomed during her lifetime with me, shall either be paid to
her or else applied directly for her benefit by the Trustee, it being
my intention to invade the principal of this Trust only if such other
sources are inadequate for such purposes.
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EGM/February 20, 1991/3785
3. Should GENE G. TATNALL by reason of age, illness or other
cause in the opinion of the Trustee being capable of disbursing it,
Trustee may apply the net income directly for her benefit.
4. Upon the death of my wife, GENE G. TATNALL, the then
remaining principal and any undistributed income thereon shall be
distributed unto my then-living issue, per stirpes by representation
at which time this Trust shall terminate.
ARTICLE V
If my wife, GENE G. TATNALL, predeceases me, all the rest,
residue and remainder of my property of which disposition has not
been made in the foregoing portion hereof, shall be divided into as
many equal shares as shall be required for the following disposition
of my property:
(a) If he survives me, I give, devise and bequeath one such
equal share to my son, ROBERT C. TATNALL, and if he predeceases me,
leaving issue who survive me, I give, devise and bequeath such share,
in equal parts, to issue of my son, per stirpes;
(b) If she survives me, I give, devise and bequeath one such
equal share to my daughter, KAREN T. HAACK, and if she predeceases
me, leaving issue who survive me, I give, devise and bequeath such
share, in equal parts, to issue of my daughter, per stirpes; and
(c) If he survives me, I give, devise and bequeath one such
equal share to my son, JAMES G. TATNALL, and if he predeceases me,
leaving issue who survive me, I give, devise and bequeath such share,
in equal parts, to issue of my son, per stirpes.
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EGM/February 20, 1991/3785
ARTICLE VI
In the settlement of my Estate or in the administration of any
Trust created hereunder, my Fiduciaries shall possess, among others,
the following powers to be exercised for the best interest of the
benef iciar ies:
(a) To retain any investments I may have at my death so long as
the Fiduciaries deem it advisable to the estate so to do;
(b) To vary investments, when deemed desirable by the
Fiduciaries, and to invest in such bonds, stocks, notes, real estate
mortgages or other securities or in such other property, real or
personal, without being restricted to so-called "legal investments",
and without being limited by any statute or rule of law regarding
investments by any statute or rule of law regarding investments by
f iduciar ies;
(c) In order to effect a division of the principal of the
estate or for any other purpose, the Fiduciaries are authorized to
make said divisions or distributions of personalty and realty, partly
or wholly in kind, at a fair value determined at the date of division
or distribution, and if it appears desirable to partition any real
estate, the Fiduciaries are authorized to make, join in and
consummate partitions of land, voluntarily or involuntarily,
including giving of mutual deeds, recognizances or other obligations,
with as complete powers as an individual owner in fee simple;
(d) To sell, either at pUblic or private sale and upon such
terms and conditions as the Fiduciaries deem advantageous to the
estate, any or all real or personal estate or intereRt therein owned
by the estate severally or in conjunction with other persons or
acquired after my death by the Fiduciaries, and to consummate said
sale or sales by sufficient deeds or other instruments conveying a
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EGM/February 20, 1991/3785
.. "
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fee simple title, free and clear of all trust and without obligation
or liability of the purchaser Qr purchasers to see to application of
the purchase money or to make inquiry into the validity of said sale
or sales; also, to make, execute, acknowledge and deliver any and all
deeds, assignments, options or other writings, which may be necessary
or desirable, in performing any power conferred upon the Fiduciaries
in this paragraph or elsewhere in my Will;
(e) To mortgage real estate and to make leases of real estate;
(f) To borrow money from any party in order to pay indebtedness
of mine or of the estate, expenses cf administration or inheritance,
legacy, estate and other taxes, and to assign and pledge assets of
the estate therefor;
(g) To pay all costs, taxes, expenses and charges in connection
with administration of the estate, and the Fiduciaries shall pay
expenses of my last illness and funeral expenses;
(h) To vote any shares of stock which form a part of the estate
and otherwise to exercise all powers incident to ownership of such
stock;
(i) In the discretion of the Fiduciaries, to unite with other
owners of similar property in carrying out any plan for
reorganization of any corporation or company, the securities of which
form a part of the estate; and
(j) To do all other acts, deemed necessary or desirable, for
proper and advantageous management, investment and distribution of
the estate.
EGM/February 20, 1991/3785
,
ARTICLE VII
Should GENE G. TATNALL and I die under such circumstances that
it is difficult or impossible to determine who died first, I shall be
deemed to have predeceased my wife, GENE G. TATNALL.
ARTICLE VIn:
In the event that any beneficiary hereunder shall not have
reached the age of twenty-five (25) years at the time for
distribution of his or her share, I give, devise and bequeath such
share unto DAUPHIN DEPOSIT BANK AND TRUST COMPANY, IN SEPARATE TRUST,
to hold, manage, invest and reinvest the shares so received, and to
use and apply the income and principal, or so much thereof, as in
Trustee I s discretion, may be necessary or apprllpriate for such
beneficiary's support and education (including college education,
graduate and under graduate and vocational training), without regard
to his or her ability to provide for such support or education or to
make payment for these purposes, without further responsibility, to
such beneficiary or to any person taking care of such beneficiary.
At such time as the beneficiary attains the age of twenty-one (21)
years, Trustee shall pay the net income therefrom until said
beneficiary attains the age of twenty-five (25) years, at which time
Trustee shall distribute the then-remaining principal and any income
accumulated thereon unto such beneficiary absolutely, at which time
the Trust as to that beneficiary shall terminate. In the event any
beneficiary dies before receiving his or her final distribution
hereunder, such beneficiary's trust shall terminate and the balance
of principal and income shall be paid over to my then-living issue,
per stirpes by representation.
ARTICLE IX
During the time any portion of my Estate remains in Trust, the
same shall not be subject to attachment, levy or seizure by any
EGM/February 20, 1991/3785
.. ,
creditor, spouse, assignee or trustee or receiver in bankruptcy of
any beneficiary prior to his or her actual receipt thereof. The
Trustee shall pay over income and principal as hereinbefore
determined to the parties designated, as their interest may appear,
without regard to any attempted anticipation, pledge or assignment by
any beneficiary, and without regard to any claim thereto or attempted
levy, attachment, seizure or other process, provided that if any such
levy or seizure, or other process, shall be authorized by law or
specific order of any Court having jurisdiction, Trustee shall not be
liable to any beneficiary for violation hereof by reason of the same.
ARTICLE X
If at any time during the continuance of any Trust created
hereunder, the Trustee in its sole and absolute discretion determines
that the size of any individual Trust account has become so small as
to be impractical to continue to hold in Trust and uneconomical to
continue to administer as a Trust, then in such circumstances, the
Trustee may without further authorization distribute the balance of
the principal and income in such Trust account to the Beneficiary
then-entitled to the income therefrom, and upon such distribution the
Trustee shall be released from further obligation with respect to
that account and shall not be subject to any claim from any person
who may have had a future interest in such Trust account had it been
continued in Trust.
ARTICLE XI
I name, constitute and appoint my wife, GENE G. TATNALL,
Executrix of this my Last Will. If my wife, GENE G. TATNALL, fails
to qualify or ceases to so act, I name, constitute and appoint my
son, JAMES G. TATNALL, alternate Executor of this my Last Will. If
my son, JAMES G. TATNALL, fails to qualify or ceases to so act, I
name, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY,
EGM/February 20, 1991/3785
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alternate Executor.
required to post bond
in any jurisdiction.
No fiduciary appointed hereunder shall be
for the faithful discharge of his or her duties
IN WITNESS WHEREOF, I have hereunto set my hand and seal, this
II.!! day of ~ ' 1991.
Ch'\-\h.i ~ ~t5:\\~~'
Charles G. Tatna 1, r.
(SEAL)
Signed, sealed, published and declared by the above-named
Testator, CHARLES G. TATNALL, JR., as and for his Last will and
Testament, in the presence of us, who, at his request, in his
presence and in the presence of each other, have hereunto subscribed
our names as witnesses.
~~
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21 - 95 - 588
UENUNCIATION
In Ite /!slnte of
Charles G. Tatnall. Jr. a/k/a Charles G. Tatnalldeceased.
To Ihe Itcglsler of Will. of
Cumberland
COllllly, Pellllsylvanln.
The nndcrslgncd
appoin ted Executrix and survivinq SlXluse
of
the nbove decedenl, hereby renouncc!s) Ihe rlghl tn ndllllnlsler Ihe eslale Dnd respeclflllly Dsk(s) IhD! Lellers
Testamentary
be I...,ed III
J~G-GL Tatnall
WITNI!SS
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CERTIFICATION OF NOTICE UNDER RULE 5.6Ia)
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Name of Decedent: CHARLES G. TATNALL, JR. a/k/a CHARLES G~ TATNALL
Date of Death:
July 25, 1995
Will No.
0588-1995
Admin. 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
/()/I'?/fS-
.
Name
Robert C. Tatnall
Address
3020 Logan Street, Camp Hill. PA 17011
12 Junction Road, Dil1sburg, PA 17019
431 Allenda1e Way, Camp Hill, PA 17011
James G. Tatnall
Gene G. Tatnall
Dauphin Deposit Bank &
Trust CamlI'Inv. Trustee
213 Market st.. P. O. Box 2961. Harrisburg. PA 17105
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
None
Date:
/01('19 r
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Signature
Name Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
Address 301 Market St.. P. O. Box 109
Lemovne, PA 17043-0109
Telephone(711 761-4540
Capacity:
Personal Representative
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Counsel for personal
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COMMONWEAltH Of PfNNSYlVANIA
DEPARlMENT Of REVENUE
Dm. 28060\
HARAISIUItG. PA 17 28.0601
DECEDENT'$ NAME 1104$1. mu, AND MIOOlIlNlltAlI
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fOR DATlS Of DIATH AmR 12/31191 CHICK HIRI
If A SPOUSAL
POVIRTY CRlDIT IS CLAIMID D
fill NUMBlR
Tatnal1, Gone G.
o 2, Supplemental Return
o A. limited Eltate D Aa, Future Inter lit Compromlle
I'or dolll of d.oth oft.r 12.12.821
KJ 6. Decedent Died "Ita Ie D 7. Decedent Malnlalned 0 living Trult
(Alloch copy 0' Will) IAlloch copy 01 Tru.t)
ALL CORRUPONDINCIAND CONfiDENTIAL TAX INFORMATION SHOULD 81 DIRIClED TO.
Edmund G. Myers, Esq. COM'lETEMAIIINOADORESS
nn llllFfip. SteWilrt '" W 301 Market St., P. o. I30x
"IIPHONINUM'" Lemoyne. P^ 17043-0109
717 761-4540
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TATNALL, JR., CIIARLES G.
'OCIAl SECURITY NUMIIR OAn Of D(ATH
203-10-6631
7/25/95
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KJ I. Original Return
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1. Real EUa'e ISchedul. A)
2. Stockl and Bond. (Schedule B)
3. Clalely Held Stack/Portne,.hlp Inlerell (Schedule C)
A. Mortgag.. and NaIll Receivable (Schedule 01
5. COlh, Bonk o.pO.itl & MII"lIoneou, PeHonal Property
(Schedule EI
6. Jointly Own.d PrapITt)' (Sch.dule F)
7, Tron,'", (Schedule GllSchedule l)
B. Tolol Gran Ane" (Iolollln.. 1.71
9. Fun.rol Exp.nle., Admlnl'lrollv. COlli, Mllcellon,oul
Exp.n... (Sch.dul. HI
10. Debu, Mortgage 1I0bllitle., lIenl (5ch.dule II
11. Total Oeductlon. (totolllnel 9 & 10)
12. Net Value of E.tole (line 8 mlnui line 11)
13. Charitable and Governmental Sequllh (Schedul. J)
1.4. Net Value Sub ed to Tax (line 12 mlnu.l1ne 131
15. Spaulol Tran,'e" Ifor dotel of death after 6.30.9.41
See Inltructlonl for Applicable Percentage on Revene
Sid.. Ilnclud. valu.. Irom Schedule K or Schedule M.)
16. Amount of lIn. 14 tOllable 01 6% rat.
(Includ. volulI from Schedule K or Schedul. M.)
17. Amount of lIn. 14 tOllable at 15% rate
(Includ. volulI from Schedule K or Schedule M.)
lB. Principal tOIt due (Add tax 'rom lInel 15, 16 and 17.)
19. Cr.dill Spou.al Poverty Credil Prior Paymenll
z
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S
iC
..
'"
...
~
...
21
_h C_O~NTY CODE
OtCIDINI'~ COI~'l(n ADo"n~
431 Allendale Way
Camp lIill, PA 17011
em' CUMBERI,AND
AMOUN", nCII\,(o (HE IN~l.UCf.ON~1
OAt( OlllRhl
95
YEAR
0588
NUMBER
$ 226,796.62
o 3. R.malndIT Return
(lor dotel of dealh prlor to 12.13.02)
[?!] 5. Federal Ellate Tall Return R.qulred
_ O. Tolol Number of Sofa D,pollI BOlle I
(I)
(2) _----167..967~20_ '
131
141
(5) 650.00
(6)
(7) 78,179.02
19) 19,302.51
110) 47.09
..t:t i,:, .~\'l. ',:. "
109
-,
(8) 246,796.22
(111
1121
113)
(141 -227_.A-46-6'
19,349.60
227 ,446.62
-0-
115) _226.1.9.6.62 dto_"
116) __650.00____M ,06 "
1171
)( .15 II
+ +
20. If lIn. 19 I. gr.oter than lIn. 10, enler 'h. dlH.,ence on line 20. Thi. II 'h. OVERPAYMENT.
aD
21. If line 18 I. great., than lIn. 19, enl.r the difference on line 21. Thl. II the TAX DUE.
A. Enter Ih. Inferllt on the balonce due on line 21 A.
B. Enter ,h.lotol of line 21 and 21A on line 218. Thll II the BALANCE DUE.
Mak. Check Pavabl. tal R.gl,'.r of Will., Ag.nt
If'-I'?-':,, ' , , ~ > II SURE TO ANSWER ALL QUESTIONS ON REVIRSE SIDE AND TO RECHECK MATH -< olI(.
Under p.nolli.. of p.rJury, d.c1ore Ihotl hav. uumln.d thll return, Including accompanying IChedulel and lIot.m.nh, and 10 ,he be" of my Ilnowledg. and beli.f,
II ru., correct and caml e. I declare thai all reollllate flal been reporteer a'lrue mor-kel value. Declaration of prepar.r other than Ihe penon91 ,e.p.,rel.ntatlve II
b d on aU Informatlo 0' hlch prepor., hOI any knowledge. I {f t./2h
51 TUREO"fU Rlt 'gN,I 101 !IGRn~RN AD DR US 12 Junction Road DATI
ti.w.... Ilj'll<i L-'PI. Oillsbu PA] 70.l9-
~-.'TJr.; IIM\fV, ADD"" 301MarFef St.. P. O. 130)( 109
'I' Lema ne PA 17043-0109
118)
DllCount
Inler.,t
Check ht.,l' if you ore requostino a ,o'und of your overpayment. '
119)
(20)
Esq.
121)
(21A)
(2181
-0-
3~00
-0-
39.00
-0-
39.00
-0-
39~00
DAn
'I/et'h
Act '48 of 1994 provld.. for the r.duction of tho tax rat.. Impa..d on tho n.t valu. of trand.r. to or for
tho u.. of tho .pou... The rat.. o. pr..crlb.d by the .tatut. will b.1
e 3% (.03) will be applicable far o.tat.. of dec.dent. dying an or aft.r 711/94 and b.for. 111/96
e 2% (.02) will b. applicable for e.tat.. of dec.denll dying on or after 1/1/96 and b.fore 111/97
e 1% (.01) will b. oppllcobl. for e.tot.. of dee.d.nll dying on or after 1/1/97 and b.fore 111/98
e Spau.ol trandell occurring on or after 111/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (..-) IN THE APPROPRIATE BLOCKS.
YES NO
,. Old dec.d.nt make 0 tranlf.r and:
a. retain the use or Income of the property transferred, .......................................................
x
b. retain the right to de.lgnote who .holl UI. the property tranlferred or III Income, ...............
x
X
c. retatn a reversionary Interest; or ..................................................................................,
d. recetvl the promise for life of either payments, benefits or care' .......................................
X
2. If deolh occurred on or b.fore D.cemb.r 12, 1982, did dec.dent within two year. preceding
d.oth tronder property wllhoul receiving odequote con.ld.ration' If d.ath occurr.d ofter
Decemb.r 12, 1982, did docedenl transfer prop.rty within on. year of deolh withoul rec.lvlng
adequate consideration'.. ..........oo 00.....".......................... ........ .......oo ..... .... ..00 to to ....... .........
3. Old d.ced.nt own on 'In trult for' bank account at hll or her d.ath'...................................... X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
"
RlV.1SOUlC+ 1....61.
.
SCHEDULE B
STOCKS AND BONDS
COMMOHWlAlTH O. 'EHHIYlYAHIA
INHEllTANCf TAX Jlf'UlH
JlIIIDENT DfCEDENT
IS TlOP TATNALL, JR., CHARLES
TATNALL, CHARLES G.
G. a/k/a
FI E N MBER
21-95-0588
(All property lolntly-ownod with RighI 0' Survlvo..hlp mUI' bo dllclolod on Schodulo F.l
ITEM
NUMBER DESCRIPTION
1.
2.
3.
4.
5.
6.
7.
VALUE AT DATE
OF DEATH
8,184.765 Shares - Vanguard Pennsylvania
Tax Free FUnd @ $10.90 per share
8,418.490 Shares - Alliance Growth & Incane FUnd
Class A @ $2.62 per share
650.602 Shares - Putnam Hi9h Yield Trust CL-A
@ $12.05 per share
450 Shares - Brooklyn Union Gas Company
Ccmnon Stock @ $24.4375 Per share
600 Shares - Pennsylvania Power & Light Company
Ccmnon Stock @ $19.5625 per share
320 Shares - Exxon Corporation Common Stock
@ $72.6875 per share
47 Series EE Bonds - Date of death value
(See attached for face amount, dates
of issue and date of death values)
89,213.94
22,056.44
7,839.75
10,996.87
11,737.50
23,260.00
2,862.70
TOTAL Aho enter on line 2, Reea Itulatlan
(II more spac. is n..ded, insert addifional she.fs o( sam. sill.'
S 167,907.20
.. _I'
.~.~..'._.,-.."
_.....,_. ,....,_..-"'_'.-_.-r.._.'_,-..~". '_""~."''''i;OI>;;~,j.:'-;,';::,+';',(.-..-~';':,:
-.~ I
);STATE OF ~ G. TA'lW\LL, JR. o/k/O ~ G. TAWALL
~EE~ ISSUE DT\TI'S DT\TE OF DEA'm VAWE
$50.00 Jan. 1981 $ 76.06
$50.00 Feb. 1981 73.84
$50.00 July 1981 72.10
$50.00 Aug. 1981 70.00
$50.00 Sept. 1981 70.00
$50.00 oct. 1981 70.00
$50.00 Nov. 1981 70.00 t
$50.00 DeC. 1981 70.00 ,
(
$50.00 Jan. 1982 70.00 ' .
$50.00 Feb. 1982 67.96 I
$50.00 Mar. 1982 67.96
$50.00 Apr. 1982 67.96
$50.00 May 1982 67.96
$50.00 June 1982 67.96
$50.00 July 1982 67.96
$50.00 Aug. 1982 65.98
$50.00 Sept. 1982 65.98
$50.00 Oct. 1982 65.98
$50.00 Nov. 1982 60.68
$50.00 . DeC. 1982 60.68
$50.00 Jan. 1983 60.68
$50.00 Feb. 1983 58.90
$50.00 Mar. 1983 58.90
$50.00 Apr. 1983 58.90
$50.00 May 1983 57.50
$50.00 June 1983 57.50
$50.00 July 1983 57.50
$50.00 Aug. 1983 55.78
$50.00 Sept. 1983 55.78
$50.00 Oct. 1983 55.78
$50.00 Nov. 1983 55.42
$50.00 Dec. 1983 55.42
$50.00 Jan. 1984 55.42
$50.00 Feb. 1984 54.34
$50.00 Mar. 1984 54.34
$50.00 Apr. 1984 54.34
$50.00 May 1984 54.34
$50.00 June 1984 54.34
$50.00 July 1984 54.34
$50.00 Aug. 1984 53.28
$50.00 sept. 1984 53.28
$50.00 Oct. 1984 53.28
$50.00 Nov. 1984 53.28
$50.00 Dec. 1984 53.28
$50.00 Jan. 1985 53.28
$50.00 Feb. 1985 52.22
$50.00 Mar. 1985 52.22
'lUl'AL $ 2,862.70
~~A.a-i~-.:;tti/~,;..'";ott'l>'il~I~';~ll::;.i-~{..;":';J:~~;.."'~;~--'._--"""""'----"'" ".-."
" .,......."
RfV.1510fh (1.871
.'
SCHEDULE G
TRANSFERS
COMMONWEALTH 0' I'ENNULVANIA
INHIIITANCI fAX I..UIN
___________!~!~~!~!P_f~!~.I~L__._..._._.____ ~_ ._~_ __"...,.. _,'. ,_
EStAttOF"TA1NALL, "Ji~:'~' 'CitARi.ES'G.-a/i(/a - .
TA'lNI\LL, ClU\RLES G.
PLEASE PRIm OR TYPE
FILE NUMBER
21-95-0588
___n_'_'__.__'__._.._>,..... __
... ",...-."..- .'-'-'+" '-~-" -~ ".~..
THIS SCHEDULE MUST BE COMPLETED AND fiLED IF THE ANSWER TO ANY Of THE QUESTIONS ON THE REVERSE SIDI OF THE COVER SHEET IS YES.
ITEM DESCRIP;~; Of ;;0;';;;---------' --h---rOTAL VALUE D'ECO~ -OOliARVAiilE----
, , , EXCLUSION 'Ko Of DECEDENT'S
NUMBER 'ncluJ, name allh. transl.,.., th." rela,"OItlhlp to d.uel,"', Ja'~_~1 "a~~~~.:... _______ OF ASSET II":4J.l- INTEREST
1. Aetna Life Insurance and Annuity
Canpany - Single Premium Deferred
Annuity - Contract No. 400003909
Date of Issue: October 6, 1981
Annuitant: Charles G. Tatnall
Beneficiary: Gene G. Tatnall, Wife
Date of death value
$ 78,179.02
-)
TOTAL (Alao ,nt.r on IIn. 7, R.capltulatlon) S 78,179.02
(II more Ipan ;1 n..ald, Insert addilional ShHh o( sam. ,i...)
II.UII...I".'. .
COMMONWf.IIH 0' f"HNlnllANIA
INHUITANCI ........UIN
InlOINIDICfOINI
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Plea.e Prln' ar T e
FILE NUMBER
21-95-0588
ESTATI OF TATNI\LL, JR., atJIRLES G. a/kill
TATNI\LL, QlARLES G.
ITEM
NUMBER DESCRIPTION
AMOUNT
1. Cunberland Apothecary - decedent's account blJ1ance
2. ATS Medical Service - decedent's account blJlance
21.88
25.21
TOTAL (Aho enler on line 1D, Recapltulollon)
(IF more space I. n..d.d, ins.rt additional sh..,s of sam. size.)
$
47.09
:\,'
, .
REV-1649 EX+ (819l)
,,,
,
*'
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
"
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,
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~nl~l'IJMnVAMA
HDnAHClltAlIl'rWl'l
-""""'""
ESTATE OF
tlJINumbtr
TATNALL, JR., CHARLES G. a/k/a
TATNALL, CHARLES G.
21-95-0588
PART A: Enlctthe delc:riptlon and valu. oraUlntcraU. both Inabl, and non-caxable, rClardleu of Iou lion. (net ofdeduniOOl)
..m1ch Iothtdcc:cdm:'aIUMvln.s .. wlll.lntata. .Uonoflaw, orolbcrwi&t.
DcscrI lion of items
I
Amount
Aetna Life Insurance and Annuity Canpany -
Single Premium Deferred Annuity - Contract
No. 400003909 - Date of Issue: October 6,
Annuitant: Charles G. Tatnall
Beneficiary: Gene G. Tatnall, Wife
Schedule G -
1981
$
78,179.02
2. Residue - Article IV of decedent's Will.
(See Attached)
148,617.60
Part A Total: Entctlheamountabownontherccapltulationahocllnlhe DKtdlnl InronnatlonSedlofto ~ 226. 7g6A6'
Electloo To SubJcct Proper1y To Tax Under Section 2113(A) AI A Talable Transfer By Thll DccedenL
If. '"'" or.lmllar llTIl\aancnt mcclI tho requimnenla .fS.....lon 11IJ(^~ ond:
L Tholrwl or .lmlllt IlTIltJClll<lIlIo lisle<! on Sd1eduI. 0, and
b. Tho volu. .rtholrwl or Ilmlllt ltTIIIaement 10 mtmd In whol. or In pill a onlUCl on Schedul. o.
\hen tholnlllf...... penonol...,.......tive may .pcclfl,.lIy Idtntlfytholrwl(.1I or. fIIctl"",1 poIIl... or peremtaa.) t. be Included In tho.I.....I.. t. have
auch truJt or similar propcny trcaUd .. a taxable tnNI'er in this Clt&tc. If leulhan the mllro value of Ihe IIUsI or similar property il Included u.
taxable transfer on Schedule 0, the pcnonal rcpramtatlvo &hall be considered 10 have made the clmlon only u 10 a fraction of tho tlUJI orllmllar arranltfnenl.
Tbe numerator oflhll fraction is cquallo the amount orlbe wit or .l.m.Ilu llTanacmenllncluded u a taxable ISlet on Schedule O. The dcnomInalor is equal
10 tho total value oflhl ItuII or .lmilar arnnattnmL
ELECTIONr Do)'ou clcd under Scd~,n 2113(A) 10 In.. .. I tauble .n.nIr~r In dtb ""'e aU or I portton or I lnul or dntUar .rnna,mcnl
~n.tH for the IDle IDe orth1a deudtnlt. IUI"YI\'lna' I"Yhilla,poUNt. InUre Ur,Umd
YI!S 0 NO ~ Slanalu... D.I. 1/11/16
Nota: Itlht tlKdon .ppUnlo more lhan ont 11'1111 or .lmllar. Inl,lhln. Itp....lt roma musl bt "m" allll m,d..
Part B: Entettho _pll.. ond valu. .r.1l1nt=sta. bolh tanbl. and """,taabl.. regudl... .f1otatlon, (ncI .fdeductl",,)
whim 10 tho ~I" lurvlving. so ror which a Section 211 J (A) elmion il beln made.
Descri lion of items Amount
I
PItISTotal
_,,_,_, " _ ,," '" ,"__', __ __ '_" ^ Y'_""-," '-r_~:; -<--;:-; ,,: '_:_"':\<:"1:;-,<f<'_ r.i-:);':';ip.";'~
~..---..................._.;.....,';".._c.>,"'''+^''_'''~~''''''_'~;_ :,~.,,",,............-.,,,,.l;..,,~,~,.~..,;.,;-,,,,,.,,.~,--(~..:._~_~_,,,,,",,,"=-~,;,~:';:':':'-."~:---',
. . . . . . . .
ESTATE OFI TATNALL, JR., ~LES G. a/k/a
TATNALL, QtlI.RLES G.
21-95-0588
RESIDUE
satEDULE B -
$ 167,967.20 .
satEDULE I
DEDUCTIONS
. (19,302.51)
(47.09)
SCHEDULE H - DEDUCTIONS
. RESIOOE
$148,617.60
--<;
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,
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"
TO
Regi6ter of Wi;J.16 Office
CtJnberland County Courthouse
1 Courthouse,Square
FROM
JOHNSON, DUFFIE. STEWART & WEIDNER
Attorneys at Law
P.O. Box 109
LEMOYNE, PA 17043
. Carlisle. PA 11013-3367_
SUBJECT.., Estate of. Charle6_G.Tatnall, .. Jr... _..21-95.-0566
FOLD .
DATE, 1/19/96 .
. Enclosed. for. filing in the above-captioned Estate are. the fOllowing:.
1. Original Inventory.
2. Original and copy of Inheritance Tax Return.
3. Copy of Federal Estate Tax Return.
4. Check in the !I11Ount of $25.00, filing charges
5. Check in the amount of $39.00, Inheritance Tax.
PLEASE REPLY TO
SIGNED
Edmund G. Myers
csh
REPLY
DATE,
SIGNED
hem - f270G-aylWC, PO 80. 2944,U.,lIord, CTOG104.2944
c WI.... (iu.... he... 1982
THIS COPY FOR PERSON ADDRESSED
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g.'.M~;;v,.C.ti,;....y '>. c.~, ,,":' DI.ARtMINTOPRIVENUI
f~".lf.r~~tt~~~';~H\jjt;go'Plcl~L RECEi~ ., PENNSYLVANIA INHERITANCE AND ESTATE TAX
ACN
~ ASSESSMENT Ii'
RECEIVED FROM, U CONTROL ~ AMOUNT
NUMBER
"
MVERS EDMUND G
301 MARKET STREET
P 0 BOll 109
LEMOVNE. PA 17043
101
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.39.00 I
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e03-10-bb31
(Mil
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REGISTER OF WILLS
m TOTAL AMOUNT PAID .39.00
_ CW
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RECEIVED BY , ',..!- ~. ,.I",,'d,.//~'
, ,. SIGNAlUl1 f ' .
MARV C. LE~~S .....)/j,.,M;,i,/,I}
REGISTER OF WILLS
REMARKS
.TAMES G TATNALL
C/O OF EDMUND G MVERS ESQUIRE
CHECK" 100:S
SEAL
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U?
Inventory 01 the real and personal estate of
CHARLES G. TATNALL, JR. a/k/a
CHARLES G. TATNALL
deceased
1. Lafayette Clock - Appraised value 650 00
(Specific Bequest under Article II
of decedent's Will)
2. 47 Series EE Bonds - Date of death value 2,862 70
(See attached for face anount, dates
of issue and date of death values)
3. 6,184.765 Shares - Vanguard Pennsylvania
Tax Free Fund @ $10.90 per share 69,213 94
4. 6,418.490 Shares - Alliance Growth & Income Fund -
Class A @ $2.62 per share 22,056 44
5. 650.602 Shares - Putnam High Yield Trust CL-A
@ $12.05 per share 7,839 75
6. 450 Shares - Brooklyn Union Gas Canpany
Carmon Stock @ $24.4375 per share 10,996 87
7. 600 Shares - Pennsylvania Power & Light Canpany
Carmon Stock @ $19.5625 per share 11,737 50
8. 320 Shares - Exxon Corporation Ccmoon Stock
@ $72.6875 per share 23,260 00
'lUI'AL
$ 168,617 20
00
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COMMONWEALTH OF PENNSYLVA.NIA
COUNTY OF CUMBERLAND
}
II:
.. .
James G. Tatnall
is Executor
eccordlng to lew, depolOl end 'ey' thet h.
01 the Eltet. 01 Charles G. Tatnall, Jr. a/k/a
Lower Allen Township Creel G, a na
lei. 01 _-----.,---....-' .____ , um erlend County, fa., d.c....d .nd th.t th.
wllhln II .n Inventory m.d. by James G. Tatnall _ _ " th. IIld Executor
of th. enlir. "teto of uld d.c.dent, conliltlng Dr ell tho pe"on.1 prop.,ty .nd rool "teto, except rool e"et. ouhlde
the Commonwoollh 01 Penn.ylvenle, end thet the ligures oppo.llo lOch It.m of tho Inv.ntory repruent 11'. roir volu.
u 01 tho ,lote Dr decedent'. d..th. .
b.ing duly
sworn
Sworn to
end .ublcribed berore me,
G
;J~J/
~
1996
Eu,utoi . Admlnhtralo'
Tatnal , Executor
12 ,Junction Road
Dillsburg, PA 17019
Add,...
NOTARIAL SEAL
DIANNE LENIG, Notary Public
Lemoyna Borough Cumberland CD,
My Commission Expires Doc. 2i, 1997
Dete of Oooth 25th
D.y
July 1995
Month Y..,
INSTRUCTIONS
I. An Inv.ntory must b. fII.d within throo month. efter eppointm.nt of p'rlonel r.pre..ntotlve.
2. A .uppl.ment inventory mu.t be fII.d within thirty dey. Dr dllcovery Dr eddltionol ....h.
3. Addltlonel .hooh mey b. ofteched u to pe"or.olty Dr re.lty
4. Soo Artlcl. IV, Fiduciorlu Act Dr 1949.
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REV-1547 EX AFP (12-95*
COttMOHW(ALT" Of' PENNSYLYANIA
DtPAA'HlHT Of' RtVEHU[
IUAfAU Of INDIVIDUAL ,.M[I
DOT. IIOIG 1
IwtRlIlURO, Pi UU.'DUI
,-/
ACN 101
NOTICE OF INNERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 04-22-96
FILE NO.
DATE OF DEATH 07-25-95 COUNTY CUMBERLAND
HOTE' TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT TNE UPPER PDRTION OF TNIS FDR" WITH YDUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAXE CHECX PAYABLE TO "REGISTER GF WILLS, AGENT"
REMIT PAYMENT TO:
EDMUND G MYERS ESQ
JOIlNSON ETAL
PO BOX 109
LEMOYNE PA 17043
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
..ount H..1 U.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifili:m"i"ix-"FP-mr:jj!;"j-iiiffici--cij:-YriiliififANCi-i"AX-A'pjiiiA'isiifiiiT-.--'U.i:ciiiANCi-oJim---m--------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TATNALL CIlARLES G FILE NO. 21 95-0588 ACN 101 DATE 04-22-96
APPROVED DEDUCTIONS AND EXEMPTIONS: 19,302,51
9. Funarll Expln.../Ad.. Coatl/Hi.a. EMpan... (Schedule HJ I')
10. D.bto/"ortGogo LloblIltl.o/Ll.no ISohoduI. II (IGJ 47.09
11. Totol Doduotlono (IIJ
12. N.t Valul of Ta. R.turn (12)
15. Ch.rltabl./Cov.r~.nt.l SequI.t. (Schedule J) (15)
14. Not Volu. of Eot.t. Subj.ot to T.. (141
NOTE: If an a.....m.nt was issusd pravious1y, 1inas 14, 15 and/or 16, 17 and 18 will
raf1act figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
IS. ~t of Line 14 at Spou..l rat. (15)
16. Aaount of Llnl 14 taMable at Lin..I/CI... A rat. (16)
17. Aaount of Line 14 taxable .t Collat.raI/CI... Drat. (17)
11. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
01-22-96
TAX RETURN WAS, (XI ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Eatot. (Schedul. Al III
2. stock. and Bond. (Schadule 8) (2)
5. Clo..ly Held Stock/Partn.r.hlp Int.r..t (Schadul. C) (5J
4. Kortgage./Hot.. Receivable ISchedule DJ (4)
5. Caah/8ank a.polita/Hlaa. paraon.l Prop.rty ISch.dul. EJ lfiJ
6. JoIntly OWned Prop.rty ISch.dul. FI 161
7. Tran.fara (Schedule g) (7)
e. Tot.l A...ta
RECEIPT
HUHBER
AA082535
DISCDUNT
INTEREST
.+)
I.J
.00
I CHANGED
.00
167,967.20
.00
.00
650.00
.00
78 .179.02
(81
246,796.22
lq.~4q Ian
227,446.62
.00
227,446.62
226,796.62
650.00
.00
X .00.
X .06.
X .15.
UBJ
.00
39.00
.00
39.00
AHOUNT PAID
39.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
39.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE
A REFUND. StE REVERSE SIDE OF THIS FDR" FOR INSTRUCTIONS. I
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AlSERVATtDHI E,'at.. af ~~t. dy~ng on a~ balor. Dec.-blr 12, 19.' .. If ~y lutur. Int.r..t In the ....ts I, tr~.f.rred
In po.....lon or ~Jov-ent to Cl... . (calll,.r.l) beneflcl,r." 0' ~ ~cedant .ft.r the ..p.rallon of InY ....t. for
II'. Dr for v..r., the C~.lth ~reby ..pr..,lv r...rv.. the rIght to .,p,.l,. .nd ...... tr~,'.r InhlrltlnCl ,....
at the l.wful Cl... . (calla'ar'l) rat. on tnY such future In'.r..t.
PURPOSE OF
MOlletl To fulfill the raqulr.-.ntl of S~tlon 2140 of the Inherlt~. ~ Eat,t, '1M Act, Act ZI of 1"1. 12 P.I.
Section 2140.
PA'fHEHTI Datlch the top portion of thh Notice and I\iMIlt with your PIYllent to the R.aht.,. 0' W1111 prlntad on the r,..,lr" .Ide.
uMllk. dMtck or NMY ord.r PIYMI.. tal REGISTER OF MILLS, AaEHT
All PIYNnt. recalved wl1 flr.t tt. .".Ued to any Int.r..t which .'V be due ..ith .,.y r...l,.r 1IPP1lH to the t...
REFUND (eR); A r.'und of . t.. credit, .....Ich .... not r.....ted on thl Ta. A.turn, ..y b. r.qulllted by cOllllI.Unt en "Appl1c.tlon
for A.fund of penn.vlv"'I' Inherltenc' ~ E.t.t. T.... CAEV~15l5). Appllc.tlon. .r. .v.llebl. .t thl Offlc'
of the Real.t.r of Will., '"v of the IS A.venue Dl.trlct Of'lc.., or by c.lllng tne .pecl.l 14-hour
."....rlng ..rvlc. ~r' far for.. ord.rlntl In Penn.vlvenl. l-100-561-Z050, out. Ide Penn,Ylvanl. end
..Ithln loc.l Harrl.bura .r.. (717) 7.'-ID94, TDDI (717) 772-1151 CHe.rlna lep.lrad Only).
OIJECTJDHSI Any p.rtv In Intare.t not utl.fled ..lth thl apprel...."t, IllOVMCe or dluUawance 0' deduCtion., or ......ant
of t.. Clncludlng dl.count or Int.r..t) .. ~ an thl. Hotlee ~.t obJ.ct ..Ithln .I.tv CAD) day. of rlC.lpt a'
this NotlCI byl
--..rltten prot..t to the PA D.p.rta."t of R.venue, BOlrd 0' ApP..h, Dept. ZII011, tlerrhbura, PA 17121-1011, OR
--.Iutlon to hIIvI the ..tter dlter.lnad .t IMJdlt of thl .ccount of tM per.onal repr..ent.tlv., OR
~~IppI.1 to the Orphan.' Court.
ADMIN
ISTAAlIVE
CDARfCTIOHSI
D1SC~TI
Foctuel error. dllcav.rad on thl. .......ent .hoUld b. .ddr....d In ..rltlno tOI PA Dap.rtlent of R.v~,
lur."" of Individual ta..., A"HI po.t A......ant Reyl... Unit, Dept. 210601, n.rrhbura, PA 17UI-0601
Phone (717) 7.7~650S. See page 5 of the bookl.t "In.truotlon. 'ar Inheritance Te. R.turn 'ar I R..ldent
Oecadent" CREV-ISOl) far an ..planatlon of edalnl.tr.tlvely carr.ctabl. etrar..
If any t.. due I. p.ld within thr.. CS) c.land.r aonth. Ifter tM dee.d.nt.. d..th, a flv. p.rcent CSX) dl.count of
the t.. p.ld I. allD*ed.
INTERlSTI
Inter..t 11 ehllraad blatnnl", ..lth first dlY a' delinquency, or nine (9) aonth' Ilftd ana (1) d.V frOll thl dlt. of
death, to the d.t. of plyeent. T.... ~Ich bee... delinquent before J~rV 1, 1"1 baar Inter..t at the rat. of
.Ix (6X) parcent ,"," ~ calcul.ted at . dally rat. of ,000164. AU t.... which bee... dll1nqu.nt lilt and .fter
Januery 1, 1912 ..Ill b..~ Interlllt .t . rat. which ..Ill v.rv 'rOIl cel.nd.r y..r to calandl,. ve.r ..ith thllt rat.
~ad bv tha PA OIp.rt..nt of R.venut, Tha appliCable Int.r..t ,..t., '0" 1911 through 1'" .r..
~ Int.~e.t R.t. D.lly Inbr..t FltClta,. !!!! Inter..t Rlt. 0.11., Int.re.t Feoto"
1.11 ZOX .000541 1917 .. ,0001'"
1915 lOX .0004S1 19"-1991 Ill( .OODSOI
.... m .000S01 199. .. ,OODZ'"
1915 IS' ,OOOU' 1995.1994 7. .aooltz
.... lOX .000174 1995-199' .. .0002'"
--Int.,...t I, c.lculated .. '0110..11
INTEREST. IALAHCE OF TAll UNPAID lC NU"BER OF DAYS DELINQUENT lC DAILY INTEREST FACTOR
--Anv Notice InuM Ifter thl b. ~CHl' delinquent will refl.ct ." Interllt calculation to flft..., US) da.,.
beyond the d.te of tha ........nt. If p.yunt ...adI .fter the Int.,...t coaput.Uon det. .haw\ on the
Notlca, eddlUONI lnterut .,st be calcul.tad,
po
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PUAPllSt llI'
NOTICE.
';~
.'
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n of
"
PAYnDfTf
To fulfill the requlnnnb of s.ctlon 1145 (b) of the InherltMK. Bnd E.t.t. Tu Aot, Aet
(72 P.I. hoUon 2145). r-1
o'
DetHh the top portion 0' thl. HoUe. Met Iut.lt wlth your PlY""' to the R..hh,. of "lih~)I"tlMl~ the
rave,... .._. :n c:
... Hale. check or NM)' order pav_ls tal REGISTER OF MILLS, AOEHT. ;t;;:l \It
AU p'YMnh rec:.lvMl ....11 be eppllM1 flnt to MY Int.,...t which ..y be duI with MY ,....Indllr ..4.01., to
REfUND ltAh .. nfu1d of . tax crMlt ..y 1M! r~stlMl bv cDllPhtlng .... "AppUcaUon '0,. n.,und of P"""V1VMts
InhlrltM1C' ~ E.t". ,.." (REV-ISIS). application. ar. .v.ll~l. at the Dfflcs of thl Aeglatl" of Willi,
MY of the 23 A.v~ Dl.trlot OffiCI' or fr~ ~ Dep.rt.ent', 14-hour ....werlng ..rvlc. ~r' 'or for.. orderlngl
In Penn.ylv."l, 1.'OO.~4'.Z050, out. Ida Penn,ylv",'a ~ within local H.,."t.burg .r.. (717) 7.7-1094,
TDD' (717) 77Z.ZlSZ CHaarlng I.,.lr.d Only).
OIJECTlDHSI Any p.rty In Intar.st not ..thflMS with the ......unt of hll .. ~ on thh notlc. ny obJ.ct within
alxty (60) d.y. of r,cllpt of thI. Hatlc. bYI
".wrlttlft protut to thl PA a.p.rt.....t of A.",IftU., lo.rd of ApPllh, Dept. ZII021, 1I.rrhbura, PA 17121-1021, OR
...lecUno to hili"" tIM ..thr d.t.r.lnld .t audit of the plrlon.1 npru..,tlU",., OR
......1 to tM Orph....' Court.
AOtUN.
JlTAATlVE
CORRECTIONS I
Fectusl .rror, dl.covlrld on thll ......elnt ahould b. .ddr.lled In Mtltlno tal PA a.p.rtlent of A.venue,
lur.eu of Individual 'ax.., ATTHI po.t A......-nt A.",I.. unit, Dept. Z10601, H.rrl.burg, PA 17121.0601,
~ (717) 717.6505. S.. P'RI S of thl bookl.t ~In.tructlon' for Inharltsnc. T.x A.turn for. A..ldent
D~ldlftt~ (REV.1501) for an a~plan.tlon 0' Idalnl.tr.tlv'IY corr.ctabl. arror..
INTEREST I
For data. 0' d'.th on or after 10.S.'I, P~.ylvanle E.tata TaN b.eed on thl fad,r.l Eet.ta Tax
return beeOMe delinquent .t the axplr.tlon 0' nine CD') IMWlthl frOll thl dete 0' d..th.
For dat.. of death prior to 10.S.'I, Penn.ylvanl. E.t.ta T.. b..ed on thl Fadlr.1 E.t.t. rail raturn
blC~e 6allnquant at the a~plratlon 0' .Ight.en (II) .anth. 'rol tna dlta of d.ath.
,.... which bee... 6allnquant befora January I, 1'12 b..r Intara.t at thl r.ta 0' 1111 (6~) percent p.r ~
calcul.tad at . dailY rat. 0' .000164. All tax.. which b.c... d.llnquent on or .,tlr Janu.ry 1, l'IZ will beer
Int.r.et at I rat. which will vary frol cII..,dar ya.r to c.l~ar y..r with th.t r.ta ~ad by the PA
Dep.rt.....t of A.v~. Tna appllcabla Intara.t r.t.. for 1'12 through 1"6 er"
~ Intara.t A.t. nelly Intar..t Fector !!!r Int.ralt Aat. nally Int.r.et Feotor
191Z 'OX .000541 .911 OX .000Z47
190 lOX .000451 1'0.1991 Ilk .00OSOl
1914 Ilk .ooonl 199' OX .00OZ47
1915 11% .00OSS6 1995.1994 n .00019Z
I'" lOt .oon,. 1995.1996 OX .000147
-"lntarut I, c.lculatad a, follow..
INTEREST . BALANCE DF TAX UNPAID X HUHBER DF DAY8 DELINQUENT X DAILY INTEREST FACTOR
nAny Hotlca luUld If tar thl ta. bee.... delinquent will rlflect .,.. Int.r..t calcul.tlon to flft.." US) daye
beyond the date of thl ........"t. If payaant .. ... aft.r thl Inbrllt C"PUtltlon d.ta shown on the
NoUcI, add1 tlonII1 Int.r..t .,.t be calculated.
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SulmBJ:Y of I\ccOOnt
~
PrincjP'"
Receipts 3 $ 168,673.20
Net Gain 4 10,615.61
Adjusted Balance 179,288.81
Less Disbursements 5 & 6 19,379.60
Balance before Distributions 159,909.21
Distributions to Beneficiaries 6 650.00
Information Schedule 7
Principal Bal.ance Renaining $ 159,259.21
Incxme
Receipts 8 $ 10,281.98
Less Disbursements 9 2,441.00
Incane Balance RanainJng $ 7,840.98
oomINED IlI\Ll\tCE REMAINJN;* $ 167,100.19
* Canbined balance remaining
consiats of cash. $ 167,100.19
Gains and r OElft'ell on Sales or other Dispositions
Gain 1.088
12/4/95 650.602 Shares - Putnam High Yield
Trust CL A
Proceeds $ 7,865.78
Fiduciary Acquisition Value 7,839.75 26.03
1/30/96 450 Shares - Brooklyn Union Gas Canpany
Canron
Net Proceeds $12,459.58
Fiduciary Acquisition Value 10,996.87 1,462.71
1/30/96 600 Shares - Pennsylvania POwer
& Light Canpany Camlon
Net Proceeds $14,934.49
Fiduciary Acquisition Value 11,737.50 3,196.99
1/30/96 320 Shares - Exxon COrporation
Ccmron
Net Proceeds $24,924.16
Fiduciary Acquisition Value 23,260.00 1,664.16
2/29/96 8,418.490 Shares - Alliance Growth &
Incane FUnd CL A
Proceeds $23,571.77
Fiduciary Acquisition Value 22,056.44 1,515.33
2/29/96 622.593 Shares - Alliance Growth & Incane
f\1nd - CL A
Proceeds
Dividends Reinvested
$ 1,855.26
1,742.62
112.64
2/29/96
8.184.765 Shares - Vanguard Pennsylvania
Tax Free F\md
Proceeds $91,833.06
Fiduciary Acquisition Value 89,213.94
294.773 Shares - Vanguard Pennsylvania
Tax Free FUnd
2,619.12
2/29/96
Proceeds
Dividends Reinvested
$ 3,307.35
3,288.72
18.63
TotBl Gains and r <leBes
NET GAIN
$10,615.61 -0-
$10,615.61
-4-
Disbursen'erlts of Principal.
Debts of ~t
10/2/95 CU1lber1and Apothecary - decedent's account $ 21.66
10/2/95 ATS Medical SErvice - decedent's account 25.21 $ 47.09
Rmer8l EJcpenSeIl
10/2/95 cremation Society - death certificates and
funeral registry book 60.00
10/2/95 Gene G. Tatna11 - funeral brunch food 62.06 142.06
Mninistration EKpenSeS
6/4/95 Register of wills - probate Fee 261.00
6/22/95 CU1lberland Law Journal - advertise letters 40.00
9/29/95 Fulton Bank - charge for Estate checks 37.72
10/2/95 George C. Clauser, SRA - real estate
appraisal 150.00
10/2/95 The Patriot-News Co. - advertise letters 62.71
10/2/95 Claude C. Wolfe - household goods appraisal 230.00
10/12/95 Register of Wills - short certificate 3.00
11/15/95 Register of Wills - short certificate 3.00
11/26/95 Register of wills - short certificate 3.00
1/16/96 Register of wills - file Inventory and
Inheritance Tax Return 25.00
2/16/96 Register of Wills - short certificates 6.00 641.43
Federal and State Taxes
Internal Revenue service _ Federal Estate
Tax -0-
1/16/96 Register of Wills, Agent _ Inheritance Tax 39.00 39.00
Fees and O::mnissions
12/14/95 J:mes G. Tatna11 - partial Executor's
Camlission 3,500.00
6/10/96 Janes G. Tatna11 - final Executor's
Camlission 4,200.00
6/10/96 Johnson, Duffie, stewart & Weidner -
partial attorney's fee 6,000.00 13,700.00
FmIlly Exm1ltion
7/17/96 Gene G. Tatna11, Wife 3,500.00
ReseI.ve
7/17/96 Register of Wills - File First and Final
Account & Statement of Distribution 110.00
-5-
Disbursements of Principal, Continued
Reserve
Johnson, Duffie, Stewart & Weidner
Balance - attorney's fee
1,000.00
1,110.00
Total. Disbursenents of Principal
$ 19,379.60
. Distributions of Principal to Beneficiaries
To: Robert C. Tatnall - Article II of decedent's
Will.
Lafayette Clock - appraised value
$ 650.00
Total Distributions of Principal
$ 650.00
"
"
-6-
InfomlIst:ioo ~.lA - Princjpal
Alliance Growth & Inccme F\Jnd - CL A
Shares purchased - Dividend Reinvestment
Account.
12/20/95 - short term OG Rein.
265.677 She. @ $2.63 . $ 698.73
12/20/95 - Cap. Gain ReinvesbtEnt
396.916 She. @ $2.63 . $1,043.89
**********
,
Vanguard Pennsylvania Tax-Free F\Jnd
Shares Purchased - Dividend Reinvestment
Account.
7/31/95 - 12/31/95 - Dividend ReinvesbtEnts
228.404 She. @ $11.11 .. $ 2,537.31
J..925 She. @ $11.31 .. 21.77 (ST CAP GAIN REIN)
25.767 She. @ $11.31 .. 291.43 (LT CAP GAIN REIN)
1/31/96 - Dividend ReinvesbtEnt
38.677 She. @ $11.33 .. $ 438.21
-7-
Receipts of InoanB
Interest
Interest earned on Series EE. Bonds fran date
of death to 9/13/95, date redeemed
$
27.86
F\1lton Bank - interest earned on Estate investment
Certificate No. 112-1142284 - Investment
$100,000.00.
March 5, 1996 - July 3, 1996
1,637.36
F\1lton Bank - interest earned on Estate investment
Certificate No. 122-0063095 - Investment
$50,000.00.
February 2, 1996 - July 2, 1996
F\1lton Bank - Estate checking Account No. 1219-29779 ,
Interest - 8/28/95 - 12/31/95
Interest - 1/1/96 - 6/30/96
Divirlends:
1,067.33
23.15
164.54
Brooklyn Union Gas - 1995
- 1996
$ 312.76
159.75
472.51
Pennsylvania Power & Light
eanpany - 1995
- 1996
Exxon Corporation - 1995
- 1995
250.50
250.50
240.00
240.00
501.00
480.00
Vanguard Pennsylvania Tax Free Fund - 1995
- 1996
Alliance Growth & Incane FUnd CL A - 1995
- 1995
3,288.72
406.19
1,742.62
210.46
260.24
Putnam High yield Trust CL A
- 1995
Total Receipts of Incane
$ 10,281.98
-8-
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PURPOSE Of
NOnCE I
To fulfill the r.quir...n'. of SHUon 210\5 (b) 0' the tnherltMCI Met Elt.t. hll Act, Act ZZ of 1991. (12 P.I.
IHUon 1145).
PArttEHT.
Dat.ch ~ top portion of thl. Hotle. and ,ub.lt with your ply.ent to thl Rlal".r of Will, prlntad on the
r.".r.. .Ide.
.. "ah check or IOMY order plyabl. tal REGISTER OF MILLS, ADENT.
All p.,.ent. recalved ahall b, .ppll.d '.r.t to eny Int.r..t which ..y bl due with any r...lnda' applied to the 'Ill.
REFUND (CAJ. A r.fund of .. tIll credit ..y bl raqua.t.d by cD.platlng an "Appllcltlon for R.fund of Pennlvlv-nl.
InhlirJtMCI Md E,t,t. TIll" CREv.nU). Appllc.tlonl .r. l"lll,bl. at thl OfficIo' the Aqhtlr of WIUI,
eny of the IS Ravlnu. DI.trlct Offlc.. or frol thl a.p.rt,ent", 24-hour anlwerlna ..rvlel ~.r. for for.. orderlngl
In Penn'Vlvanl. l-aOO-J6'~2050, out, Ide Pann,vlvanl. .nd withIn locel ".rrl.burg Irl, (717) 787~809',
TDDI (717) 771-225' (Hllrlng 1.,.lr.d Onlv).
OBJECTIONSI
Anv p.rtv In Int.r..t not ..tl.fl.d with the ........nt of ta. .. .hown on thl, not lea ..v abJact wIthin
.t.tv (60) din of recalpt of thl. Hotlca bv.
.-wrltten prota.t to the Pi a,plrt,ant of Ravanu., Baird of App.al., a.pt. '81021, Hlrrl.burg, PA 17128-10'., OR
--.llctlna to hlv, the ..tt.r dltar.ln.d It audit of thl p.nonl. npr.untIUv., OR
--lppl.1 to the Drphan.' Court
ADHIN-
ISTAAllVE
CDmlECTtONS a
FactuI. .rror. dl.cov.r.d on thl. .......ent .hould b. Iddr....d In wrItIng to. PA Deplrt..nt of R.venu.,
BurllU of IncUvhtuI. TIX", ATTNa Po.t A.......nt R.vl... Unit, D.pt. '10601, ttlrrhburg, PA 1712.-0601,
Phon. (717) 717-6505. S.. pig. 5 0' the book lit "In.tructlon. 'or Inh.rltanc. 'ax Return for I R..ld.nt
D.c.dant" (REY-IS01) 'or .n .xpl,nltlon 0' 'dllnl.trltlv.lY corractabl. .rror..
Pf:NAL lVl
ThI .5X tl. &In..tv non-plrtlclPltlon pen.lty I. coeputad on the tot.1 af the tlX end Int.r..t .......d, and not
p.ld b.fara Janu.rv .8, 1996, tha flr.t d.v a't.r tha .nd 0' tha t.x l-na.tv period. 'hi. non-p.rtlclp.tlon
penlltv I. IPP..labl. In the .... .,nn.r and In tha tha ...a tl.. p.rlod .. vau would app.al thl t.x end Intar..t
th.t hi' b..n .......d a. Indlc.tld on thl. natlc..
IHTERESTt
Additional P.nn.ylvanl. E.t,t. 'aM .......d .. . r..ult 0' a ch~g. an the Fld.r.1 E.tata Tax clo.lna
Iltt.r baco... dlllnquent It thl ..plretlan of on. (I' .unth fro. tha data the 'Inal notlc. a' the Incr....
In F.d.ral E.tata Ta. I. recelv.d.
T.x.. which blc... delinquent b.'orl JInU.rv I, 19.2 b..r Intlr..t .t the r.tl 0' .Ix C6X) p.rcant per ennui
calcul.t~ It . dallv rat. of .DODI". All t.... which blc.a. dlllnquant on or .,t.r Janu.ry 1, 19.' will bear
Int.r..t at a rat. whIch will vary 'roe cal~er v..r to c.land.r ya.r with that rite announc.d bV the PA
DIp.rta,"t 0' Rlvanua. 'hi IPpllcabl. Int.r..t r.ta. for .982 through 199' aral
~ tnhn.t Aata D.Uv Intar..t Factor ~ Intarllt A.t. D.ltv Jnhn.t Factor
1982 ZU . Doo~" ,1917 OX .000247
19.' 16X .000451 19a1-l99t IIX . oann
1914 IIX .000501 '.992 OX . OD020
.915 '$X .0ODSS6 .99'-t9'" 1X .ODDltz
.916 lOX .000274 1995-1'96 .X . ODor'"
--Int.rllt Is calcuiat.d ,. fallowlI
INTEREBT . BALANCE DF TAX UNPAID X NUnDER DF DAYB DELINqUENT X DAILY IHTEAEBT FACTOR
--Anv Notlca I..uad after the tax bscOlls d.lInquent will reflact en Intarllt calcut.tlon to ,lft.en U51 davs
bevond the data a' the ......~t. If paveent I. aada a't.r tha Int.ra.t cOlPutatlan d.,e .hown an the
Hotlc., ~Itlanal lntar..t .u.' be c.lculat.d.
.;
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Charles G. Tatnal1, Jr. a/k/a Charles G. Tatnall
Date of Death:
0588
July 25, 1995
Will No.
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X 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. I is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes X No
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? Yea No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: ~2tJ/~t Si9~ ~G. Myers
'7) \::~
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Edmund G. Myers, Esq.
Name (Please type or print)
Johnson, Duffie, Sfewart Gi Weidner
301 Market St., P. o. Box 109
Address Lerroyne, I'A .L/U4,j-U.LU~
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Tel. No.
Capacity:
Personal Representative
X Counsel for personal
representative
(MAHlrmf/AM3)