HomeMy WebLinkAbout95-00603
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PETITION FOn PIWIlATE llnd GnANT OF LETTEnS
EI/lIIl' or _~/i?!!.C.& :JJ,.d~ft'_ Nu, _p:;/- i=r. - ~ lJ .3
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Sol'/II/ S"l'lIritl' No, .~~ l:f (5~J~i..~ COllllllUIlWCllhh or I'cllllsylvlIllla
Thc pcthlnll uf Ihe ullde"i~lled re'pcelfully repre,elll' Ihlll:
Your pClhlnllcr(,), whn i,lure IN YCll" uf lI~e ur nldcr IIlllhc exceUI
Illlhe h"l will of Ihe IIhu\'C de~,'dcnt, dated ..-::J).~Ceht./Ler_L'l
nlld ~odleil(,) dlllcd __ ~
(\11111,.' n'I~'\l1ll1 dll,.'lIl11\lillln.'\. I,.'.I!. h'III1I1\:hlllnn, tlt-nlh III C\I,.'I,.'1I1I1f, tiC.)
J)e~clldclII WllS dnmldled III delllh in C C1h, ttI!J~(.O!:....~_ Coulll.)',.I~~sYlvjlnla,/!I'II}t
h_ ~"'I '111\11)' lltI'~lldPIII r,?l.det'3I1I_l/::..J'- -LL:JI'fnc/l('t- S'tf ) ('arrt.rfe..
~l(. -J-t:r(~L-C!. .
111\1 \Ih'cl. numher illlJ lIlundJl.,lit)")
DeeeUde~IIIJ")_7_~U'!!L'Ufllge.dJs;~_frJ# p. .:;2 P-- ,19 'f~,
at_.8:.J.5---'1E111~~~/.:......::iU~lZ. ' G rrl-S". I -:f. ,
Exeellllls follnw" d~~edelll did Ilnlmllrry, w,,, IInl ~ivor~ed nnd dldnol hnve a ~hlld born or ndopled
nner e\e~ullon of Ihe will offered fnr prllhllle; WllS nOllhe \'iellm of n klllillg nnd wns never ndjudlcnlcd
illCOl11llctcl1l:
named
,19~
Dccendcnt III dcnlh owned properlY with C,lillllllCd \'nlues ns follows:
(I f d"'lIielled In I'll,) All persolllllpropcrlY
(If nlll domicilcd In I'n,) I'ersnnnlprllpcrl)' In I'cnns)'lvunin
(If nol domldled III I'll,) I'crsonnlprllpcrl)' In COUI1l)'
VUhll- of rcnl. ",'"me in PCl1Il\yl\'nnin /'I ~ r
sltulll~d ll' lollow,: -GL1----ciI..fJ/~--s'-1t;e?
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WHEIWl'llllE, pelitlonerls' re'peelfnlly rellue'Hs) Ihe prllhmc of Ihc Insl will nnd eodlcll(s)
pre,enled herewllh llnd Ihe ~r:I111 of Icllers__t:e.d.~fl.1!:Ll"nj",I:.y-
, 11l.'\lamCllllllH iII.Jmini.{falinn 1,',1.n.i ndrnlnim.ulon d.h,n.c.l.a,)
Ihl.'l\H1.
$13'1,'j?2..~r
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$ 7..3 000
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OATH 0... PlmSONAL ImpnESENTATIVE
COI\1MONWEALTlI OF PENNSYLVANIA l >l
COlJNn' OF CUMBERLAND J >l.
The pelltinne,(,'"hn\'e'"mn~d "\~l"(') or nI1irm(,) Ihnl Ihe '1IIIemel1l' Inlhe foregoing pelltlon are
Hill' ..ud r..'orn.'cl to Ihe hC!lll1f till..' knowledge nud helief or pCliliol1crh) iltllJ lhltl us personal represen-
Inlilel" of Ihe nhme d~~edcl1l pelhinnerl\) Wj~I~I'YI)' niin~/r Ih'lSI~le according loinII'.
",,'" ,,, ." """".", ,if" ...,,,.,,.."~J\--- :l(c/Lfyf-- "
help,,' L~ ,his yj- _tr_____ -L..-(~'9~.L. ~_______ It' ~'
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MA C. LEWIS f 1I.'}dll<'r . __j. :E:
No. 21 - 95 - 603
Estate of
ELIZABETH B NEFF
. Deceased
DECREE 01' pnOBATE AND GRANT OF LETTEnS
AND NOW AUGUST 14. 19.J!L., In eOllslderatlon or the petition 011
the revcrse side hereor, slltlsraetory proor having bcen prcscntcd berore me,
IT IS DECREED that the Instrumcnt(s) dated DECEMBER 19. 1969
dcscrlbed therein be admlllcd to probale nnd filed or record as Ihc last will or
ELIZABETH B NEFF
TESTAMENTARY
RICHARD E NEFF
and Lellers
are hereby granted \0
79'o{d :t,~~ '" {J>n(J;ylh.
Rr.l.lor Jr Will.
MARY C. LEWIS
FEES
Probate, Lellers, Etc, ",."", S 270.00
Shorl Certlncates(,8j ....,..... S 24.00
RCllunclatlon """".,."". S
X-~age J.uu
JCP S 5.09-
TOTAL _ $ ~n? nn
Fllcd "" .(\W~WST, ,1.4.. .1,~~~""",..".
ATTORNEY (SUp, CI, 1,1), No,)
ADDRESS
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Mailed letters and order to Executor on 8-14-95.
21 - 95 - 603
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LAflT WILL AND TESTAMENT
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I, ELIZABETH R. N~F, of 20R North Queen StrAet, Shlppens-
burR Townshlp, Cuml)erlan~ County, Pennsylvanla, belng of soun~
mlnd, memory and un~eratannlng, no make an~ publtah thls my Last
Wl11 And Testament, hel'eby revoklnp; anll maklng voln Any ann all
former willa hy rle lit uny tl",~ hel,,,tol'orA mBile.
)PIllST. I cUr'eot my herelnafter nameil Exeoutor to PR~' all my ,1uat
nebta anll funeral expenaea aa aoon sa oonvenlently mAY he after
my ileoeaae.
SECOND. I glve, devlae eni! bequeath all my property, real, per-
sonal and mlxe~, whatsoever nnd wheresoever s1tuate, to my be-
loved husbRnd, HAl101"D E. NEFF, absolutely.
THIRD. I hereby nom1nRte, oonRtltute Anr\ appolnt my sald husband,
HAROLD E. NF.FF, to be the sole Exeoutor of thls my 1>a flt W111 and
Teatament.
FOURTH. Provlded, however, thAt if my sotd hushann, HNIOLD E.
NEFl<', should predeoease me or 1f we aholJld dle in a oommon dls-
, Aater, then 1n elther of sald events, I Rlve, llev1Re Anil hequeath
all my property, real, perRonAl And mlxp.d, whatsoever and where-
soever sltuate to my son, RICHARD H. NEFF, absolutely. PROVIDED,
FURTHER, that ln the event my sold husband, HAROLD E. I~F,
shouln predeoeaee Me or lf we ahould I'Ile 1n a oommon dlaaeter, T
hereby nom1nate, oonatltute and appolnt my son, RICHARD H. NEFF,
to he the Exeoutor of thle my r~st Wlll and Teetament, my sald
r~xeoutor to have full pOI~er and authorl ty to do any and all
th1nRR neoensery for the oompl"te n~mln1RtrRtlon of my e~tate,
1nolullln,r the power to sell /lny an,l all rAnl anrl personal propert
of which I may 'He sel7.pn, nt )Juh11o or private nAleR, 1n hls
~ {],3 a~~ tp, /.5. "'.'It
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(SEAL.)
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soled1soret1on, and w1thout any Order of any Orphans' Court, and
1t 19 my further request that my said Exeoutor shall not be re-
qu1red to f1~any bond1n oonneot10n with the settlement of my
sa1d. estate.
IN WITNESS WHEREOF, I, ELIZABETH R. NEFF, heve hereto set my
hanr'l and seal to this my Last Will and Testament, written on two
(2) aheets of paper, this /9 t! ']ay of Decqber, 1969.
e, P'I cJl-'-J:~ P;.?1~ 1f'
(SEAL)
S1gner'l, sealedL pub11shed and
declared by ELlZABETH B. NEFF,
the Testatrix, as and for her
Last W111 and Testament, wr1tten
on two (2) sheets of paper, in
the presence of us who have, at
her request, signed 'our names as
w1tnesses hereto in the presence
of the said Testatrix anr'l of
each other.
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UY.1500 EX. 11.lil.,
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'OR DATlS 0' DIA'H A"IR 12/31191 CHICK HIRI
INHERITANCE TAX RETURN ~O~:;~TU~:~DIT IS CLAIMID 0
RESIDENT DECEDENT "Ll NUMIlR
(TO BE FILED IN DUPLICATE <>'1 Q5' (,,03
WITH REGISTER OF WILLS) COUNTY CODE YEAR NUMBER
13. Dre'D'L ~;;rl~DA1<7lfo rApt /6.2
&'- :1 S"- 4/, /I Q lie; vt' r .s: -t-,
c.,., Ca.-lisle. -pA, - Cu",bt>r~'" J.
AMOUN' _((flVID IUIIN".UCIlONII
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15
iii
III
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-
o 3. R.malnd.r R.lurn
(for dot.. a' d.ath prior to 12.13.82)
o 5. Fed.ral Eltor. Tax R,IUr" Required
+. B. Tolol Numb., 0' Soft D,pollt BOUI
o 2. Supplemenlal R.turn
Orlglnol R,tur"
o ... lImll.d ellat, 0 AD. Futur. Inl.,.1I Comproml..
_/ (lor dol.. of d.ath ofte, 12.12.821
[66. Oec.d.nt DI.d hllol. 0 7. D,c.d.nl Maintained 0 living TrUll
(Allo,h ,opy of Willi (AIID,h ,opy of ',uIII
ALLCORRISPONDINCI AND CONfiDENTIAL TAX INFORMATION SHOULD BI DIRICTlDTO., ,> ,) t. ,: ,Yo ,f.' '.:VII ,.> ...\ :." ''', tI
e 1'-P- C07Ir"~C/;rY"'Y Lane.-
/11,ce-4pI!Jcr 6urc; lJ/I /7.:;1s-j
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1. R.ol E.'at. (Sch.dul. Al
2, Stacks and Band. (S,h.dul. BI
3. Clo..ly H,ld Stock/Partnlnhlp lnt.,..t (Sch.dull q
A. Mortgog,. and Nol" Rec.lvable (Schedull 0)
5. Co,ht Bonk O'polit. & Mlle.lloneoul Penonal Prop.,ty
(Schodul. EI
6. Jolnlly Owned Property (Schedule FI
7, 'ro..'o" (S,hodulo 0) (S,hodulo II
B. Total Gran An'lI (toloIUn.. 1.7)
9. Funeral Exp.n.... Admlnl.tratl.... COlli, MIIt.llon,oul
Expln... (Schedule H)
10, Dob", Martgog. lIoblllllo., lIo.. (Schodulo I)
11. Tolol O.ductlont (toloIUn.. 9 & 101
12. Nil Value of ellot. (lln. 8 mlnu. lIn. 11)
13. Charllobl, and Goy.rnm.nlol B'quIII. (Sch.dull JI
'4. Nil Valu. Sub .el to Tal( lint 12 mlnu.Unt 13
\5. Spau.ol Tron,',,, (for doll. of death aft., 6.30.9.)
S.. In,lructlons for Applicable P.,,,ntogt on RIVlne
Sid.. (Includ. valu.. Irom Sch.dull K or Schedul. M.)
16. Amount of lIn. 1.4 taxabl. at 6% ral.
(Includ. valu.. from Schedul. K or Sch.dul. M.J
17. Amount of lIn. 14 laxabl. at 15% ral.
(Includ. volu.. from Sch.dul. K or Sch.dul. M.I
18. Principal lox due (Add tax from L1n.. 15, 16 and 17.)
19. C"dil. Spou.al Pov.rty C"dlt Prior Poym.nll
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B
a
(II ..JLtJoC) :
(2) ...Jg~ 0
(31
( 41
(5 I
(6)
(71
(91
(10)
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S766?, ~r-
93-3:2 . 5'"L ~"
( 10'107.97 J
.. '1
( e I ::i:;; ~/ t, I, &2.
(lll {/ () CJ 07, r 7 1
(121~~ '2 5"3, C;~
(131
(14 .;J I '? :2 S- 3 , r:;, S-
(IS)
(16).2/3 2S-..3, ~~ ,~6.
)(
)(._-
}2 7ClS-,:22
(17)
)( .15 -
(IBI
/2 79 ~/.22
r::39 , 7~
DlIcounl
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Inl,,"t
+ +
20. If lIn. 19 I. g"ot" than lIn. 18, .nt.r the dlff".nce on lIn. 20. Thl.l. the OVERPAYMENT.
1110
(19)
(20)
21,
(Iu.ck ht'll' ., ynu (III' II'"up~lhHJ II 'I' fund 01 YOUI uVI'qlUVl1wnl.
If lIn. 181, stlat.r than lIn. 19. .nl., Ih. dlH.rtnce on L1n. 21. Thlt I. th. TAX DUE.
A. Enl.r the Inl",,1 on the balanc. due on lIn. 21 A.
B, Enlor tho '0101 of lIn. 21 and 21A on lIno 21B, Thl. I. ,h. BALANCE DUE,
Make Checle Payabl. tDa R.gllt.r af Willi, Ag.nt
(211
(2IAI
121&1
/:2 IS ~, If C,
}2 "..KS , '7'0
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*
COMMONWlAlTH 0' PfNNlYlYANIA
INHUIlANCI TAil UfUIN
_UIDEN' DIClDfHl
ISfATI OP
SCHEDULE B
STOCKS AND BONDS
PIU NUMBER
;Ie ff) c/, laJ-f-tt :J3,
(All prop.rty lolntly-own.d wllh Riehl of Survl.o"hlp mUll b. dllclol.d on Sch.dul. P,\
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1,
/fie rrlll 1-'11C.t, Ac('"o<'-i.t t 11 6 ?7- /q/~ p-
V QVI J< PI11fH'H 4 c f:: #- rr /)I!J c> s '-I if rf (. t:J
lh-erti/llr"1. I/ct# roQ7- 7:;rf"ls-
h'3fl~?', .27
IS;~ fO,;) , !i"' :3
C:,/fpa:-, r6
:;2,
3,
TOTAL (Aha enter on line 2, Reea Itulatlon
(If more 'pace is n..ded, in'lrt additional ,h..,. of lame size.)
s
(,,:t, (, ~
..... a ..
.1\l'JOtIX.lll"~
.
COMMONWIAUH O' PINNIYlVANIA
lNHUltANCI TAX UTUlIN
1llllDeNT DeCeDeNT
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
ISTATlOFe rr / 1..1
t. li:t d fJ('Tff
]3.
Jalntt.nantl')'
NAME
A, '1?1 ~/..dl'd II, NefF-
ADDRESS
RELATIONSHIP TO DECEDENT
SorL
B.
C.
"
Jalntly...wn.d property.
ITEMEI LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET %INT, DECEDENT'S INTEREST
TENANT JOINT
1. Ifj'Q,3 'P.;V c., C~ 4(m..-t :2 ;705; I,C ~'7J 1/6:2.5""3
.:2. qAs- J)a utA in 1:>7' 't 4(('01l,r(- J7 b5f. 9C 50 fP ;29, 'fcP-
.
.
TOTAL (Aha .nl.r on IIn. 6, RtCapllulallan) S 993.7,5-/
(II mort spac. is n"d.d in.." additionol sh..ts ol.am. .ize'
, ' .
'IVlillllt 1'"1
A F
J{eff
ITEM
NUMBER
A,
1.
B,
2,
4,
C,
1.
2,
3,
4,
5,
6,
7,
8,
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWfAUH 0' 'INNSYlVANIA
INfURIIANCf TAX IIfTUIIN
IIUIUfNT OICIDlNT
Ploal. Print or Typ.
E NUMBER
l.1, :;..6,,14
'""R,
DESCRIPTION
Funoral Exponl'"
"1JrtcAr ru'''1~/h.,tle..
7fdf\sp~rt... -{,' ~^-
Spri};; Hi/I C~I11Mt(',..y
C res;s #r~ FrUl i Ala'" t eLf
C/~ Itt't12-
subrA/,da I
Admlnlltratlve Calh.
1, Porsonol Repre.entotlve Commission.
Social Security Number 01 Personal Repre.enlotlye:
Year Commission. paid
Allorney Fee,
non c:....
3,
Family Exemption
Claimant
Address 01 Claimant at decedenl'. deolh
Slree' Address
Relotlon.hlp
City
51010
Zip Codo
Probate Fee.
MI.c.llanooul Expon....
r/eS LO~III Sety;ce-
Te!('j/A ~h e. Cia/I ~
Exe Cu ~t 11/1 t; (JeS
~Il-e l.pe.
;.IdS f' -I-~ /
1l~11 A f /0 It -li c.
rluorf,,1:('('d S:j? f'1t:l {tlr e.
c./tJstl C~s-l~ Cll"\ h~L,(.re
TOTAL (AI,o enter on line 9. Recapitulation)
(If mar. Ipac. II n..d.d, In..rt addltlonal.hootl of lam. .Iz.,)
AMOUNT
:3 3 77, (; 0
73J-.(JO
3::z.5:c;6
c~, ;It/
1.;2. '1'1
4 52 () , 2 3
.30..:? ()O
)25"":(;0
:<o,~o
I :2 0 , ~o
3/, f'3
.s: 60
/tP,9/
.5),()()
-5-' G.2, 00
s /0 90 7/17
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4- a..
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1i~~;~5Q8~f56~,/'(.~~~OND~~~~~T.~: R~~:~:YLVANIA .
ti:~;il; i~'I.;i~;0':-,-'.;':. O';ICIALRlCIIPT.. PENNSYLVANIA INHERITANCE ANDISTATE TAX
ACN
~ ASSESSMENT ~
RECEIVED FROM, U CONTROL ...
NUMBER
,..<..:.
,.'-",,' {:: '-"-:':~
'.' ", .".','
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AMOUNT
-RICHARD H NEFF
19 SURREY LN
lu1
.U::,ll)l)."e.
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MECHANICSBURG, PA 170~~
'~D"flf.
\
ESTATE INfORMATION,
~ FilE N MBER
1QI e1-199~-0603
, EJ NAME Of DECEDENT (LASTI
. '-'.11 DATE Of PAYMENT
EI POSTMAR DA E
COUNTY
SSN e04-01-9~4B
(f'RSTI (Mil
"\
.
DATE 0 DEATH
REGISTER OF WILLS
REMARKS
RICHARD H NEFF
SEAL
CHECK" 6Se
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to""ONWUL HI Of Pr.HHSY1VAHIA
DEPART"ENT or REVENU[
aURrAU Of INDIVIDUAL I.X[S
O[PI. 'IOUI
HARRISIURG, PA 111l1-0llDl
-
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 95-0603
ACN 95146073
DATE 09-21-95
TVPE OF ACCOUNT
o SAVINGS
IxJ CNECKING
o TRUST
o CERTIF,
'''.11'' II ~" II.'"
EST, OF ELIZABETH D NEFF
S,S, NO. 204-01-9548
DATE OF DEATH 07-28-95
COUNTY CUMBERLAND
<"-.'
L REHIT PAYHENT AND FDRHS TD.
() j i c.:... REGISTER OF WILLS
I CUMBERLAND CO COURT HOUSE
,(.11 d. ( :"'/')1) CARLISLE. PA 17013
(~)
. Iv. 1 (i r;r,
L.J _'...-1
RICHARD II" NEFF
APT 102
825 U IIAIfll1(t!1l 3T
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DAUPHIN D~p'~SlT BK ~jT h..:p~ld.d thl! Dapart..n' with tt,. tnfor..Uon llltad balow which h.. ba.n u'ld In ulculatlng the
pohnUal tu dU.. thalr r.cord' ~(lctJC8t. that at the d..th 0' the abov, dlcadlnt, you ...r. I Joint ownar/bltnaflclary of this account.
If you f.. I thl. In,or..tlon I_ Incorrect, pl.... nblaln wrlttan corr.ctlon fro. thl financial Institution, .ttach . copy to thl. for.
and r.turn It to tha abova nddr.... Thl. account i. t...bi. in .ecordanca with tha Inh.rltanca ,.. law. of the Co..onw.llth of Plnn.vivenll.
gu..tlon. .IV be an.w.red by clillno t7i71 717.8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No, 0097424064 D.t. 01-28-80
e,tablhhad
Account Balanca
Parcant Taxable
AMount Subject to
Tax Rata
Pot.ntial Tax Due
'0 In.ur. proper credit to your lecount, two
II) cop Ie. of thl. notice .ust accasp,"v your
Ply.ant to tha R.ol.t.r af Will.. H.ka chack
paVlbia tOI "Raol.t.r of willi, Aoant".
PART
m
17.928,50
50,000
8,964,25
,06
537,86
TAXPAYER RESPONSE
FAILURE TO ReSPOND WILL R!SULT IN AN OFFICIAL TAX ASS!SSN!NT BAS!D ON THIS NOTICE
x
NOTEI If tl. p.v..nts .re .ede within thr..
IS) .onth. of the d.c.dent"s d.t. of d'lth,
you ..y d.duct a 5~ dhcaunt of the tu dU..
Anv Inherltenca t.. dUe will becoaa dallnquent
nine t,) .onths ,ft.r the dlt, of death.
T..
x
[CHECK ]
ONE
BLOCK
ON LV
A. r:J Tha ,bova Infar..tlon and t.. dua I. carrlct.
I. You ..v choa.a to r..lt pav..nt to the Rlolst.r of Wills with two copl.. of thl. notlc. to abtlln
. dl.count ar avoid Inter..t. or you .'V chIck ba. "A" and return thl. notlc. to the Raol.t.r of
will. and an official .......ant will b. I..u.d bV the PA Depsrt..nt of Revenu..
I. c:J Tha abova a..st hs. b.an or will ba repartsd and ts. paid with tha Pann'Vlvanla Inherltsnca TI. r.turn
to b. fUad bV the d.cadant"s rapra..nt,tlva.
C. ~ Tha sbov. Inforaatlan I~ncarract and/a~.bt. and aaductlon. war. p.ld bv you.
You .u.t coapl.t. PART l!J IIndlar PART L!J below.
If you indicata a diffar.nt tax rata, pl.... ,tata your
relation,hlp to dacadant,
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TAX RETURN - COMPUTATION
LINE 1, D.t. E.t.blllhld
2. Account Balanca
S. Parcent Taxabla
4. A.ount Subjact to Tax
5. Debt, and Daduction,
~. Anount Taxable
7. Tax Rata
a. Ta. Dua
TAX ON J07NT/TRUST A~COUHTS
OF
1
2
3
~
5
6
7
8
PAD
1
2
3
4
5
6
7
8
CLAIMED
PART
@]
DATE
DEBTS AND DEDUCTIONS
DESCRIPTION
AMOUNT PAID
PAYEE
PAID
\
.
TOTAL IEntar on llna 5 of Ta. Conputation)
Undar panaltia. of par jury, I daclara that tha fact. I
conplata to the bait of ny knowladga and baliaf.
hava r.ported abova ara trua, corr.ct and
HOME (
WORK (
TELEPHONE
i'
I
I
i
I
i
1
1
1
.,
I
1
GENERAL INFORMATION
1. fAILUN! TO RESPOND WILL RESULT IN AN OFFICIAL TAM ASSESSHENT with appllubla Intaru' b...d on Infor.atlon
lutHllUld b, 'M flMMela. In,tllutlon.
I. l~rltlftC. tlM bleD'" delinquent nln. ~th. .'t,r thl dee,dlnt', d.t, of d,.th.
S. A Joint account I, tlwabl, even though 1M dle.dent', n... wa. added II . ..It., 0' convlnlencl.
4. Account. I1nclucUnl tho.. hlld batwlen hu,bMd IMd wlf.. which the dludell' PUt In Joint n.... within one ".., prior to
d..th .r. 'ulh tl.M.' .1 IrWl,hr..
I. Account. .,IIGII,hld Jolntl, batH,.n hu,band end wi'. lor. than on. y..r prior to d..th .r. not t'll,bl.,
6. Account. held by . dlcldant "In trUlt for" anath.r or athar. .r. ta.lbl, fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. aLOCK A . If thl Infora.tlon and co~t.tJon In thl notlel .r. corr.et ~ d'ductlon. .r. not baing cl.I..d, Pllc. ~ MX"
In block "A" of P.rt 1 0' the "',.p,y.r A..pon.." ..ctlon. Sian two copl.. and .Ub.lt thl. with your chick fo~ the -.aunt 0'
t.. to the Rlllht.r of Wllh 0' the county Indlut.d. 'hi PA OIPlrtlent 0' R.v.no. wlU luu. en offlol.l .......ent
(For. R[Y-IS~' [X) UPon r.c.lp. of tho rlturn 'roe the RIIII.tor 0' Will..
2. 'LOCK. - If the ....t .peel'lld on thl. notlc. h.. b.en or will b. r.ported and t.x p.ld with the Penn'ylvanl. Inherltanc.
'.x R.turn fllld by thl dlc.d.nt'. r.pr..ent.tlv., pl.c. In MXM In block MI" 0' Plrt I 0' thl "fl.p.y.r R..pon.o" ..ctlon. Ilgn on.
copy ~ r.turn to the PA O.p.rt..nt of R.v~., lur.ou 0' lndlvlduel ".0', D.pt 2a060l, H.rrl.burll, PA 17121-0601 In the
,"vlloPI proyld.d.
J. ILOCK C - If the notlcl lnfor..tlon I. Incorrect Ind/or deductIon. .r. blln. cl.I..d, check block "C" and coopl.t. P.rt. 2 end J
~cordln. to the In.tru~tlo"1 b.lo~. Sign two cop I.. end .ubllt th.. with Your ch.ck far the '.aunt 0' t.. p.yabl. to the A'.l.t.r
0' Will. 0' the county Indlc.t.d. 'h. PA Dlp,rt.ont 0' R.v~. will l"UI In D"lcl.l .......ent C'or, REV-IS~' EX) upon r'Cllpt
0' tN rlturn 'roa the Aaghter 0' WUh.
TAX RETURN - PART 2 - TAX COMPUTATION
IIN<
I. Enlar thl d.t. tho account orlgln.lly w.. ..I~II.hed or tlll.d In Ih. '~.r ,xl.tlng .t d.t. 0' d.ath.
HOrEI For I dacadont dyln. a't.r 11/12/a" Account. which the d'cedent put In Joint n.... wlthln on. el) ya.r of death ara
t..lbl. 'ully .. tren,'ar.. Howey.r, thara 1. In I.clu,lan not to ,xc..d 11,000 p.r trln"ar.. r...rdla,. 0' the y.lue of
the account or the ntJIlbar 0' .ccoun.. held.
I' . doubl. ..t.rl.k e__. 'PP..r. b.for. Your 'lr.t nile In the 'ddr... portion 0' thl. notlcl, thl IJ,OOO l.olu'lan
'lr.~y h.. b.en d.ductld fro. thl ~count balance .. r,ported by the 'lnencl.1 In.tltutlon.
."1 ,. Ent.r th1 total b.llnc, 0' thl account InclUding lnt.r..t ICcru.d to the d.t. 0' d..th.
I I. 'he p.rcant of the ,ccount th.t II ta.lbll for .ach .urylvor I. datar'ln'd .. 'ollow'l
~ A. The p.rcent t,wlbl. 'or Joint ....t. ..tobll.hld lOr. thin ana y..r prior to the dlCedent". deathl
DIVIDfD IY TOTAL fUflER Of
JOINT OWNERS
bllpl" A Joint ....t "'''..red
DIVIDED IY 'O'AL NUPtIER OF' X 100 . PERC[HT TAxalLE
SURVIVING JOIHT OWNERS
In the n... of the dIC...."t WKI two ather p.rean..
I DIVIDED IY J (JOINT OWNERS) DIVIDED ay 2 (SURViVORs) . .167 X 100 . 16.7X (rAXAILE fDA EACH SURVIVOR.
I. rhai parunt ta.lbl. 'or ....t. crllt.d within.". Yllr a' tN deeH."t', daath 0,. eecOWlt. ownld by tho dac....t but h.ld
In tru.t 'or Mather tndlyldu.U.. (tru.t b.neflc"rl..)1
I DIVIDED IY TOTAL NUHIER OF SURVIVING JOIHT
OWNERS OR TRUST IEHfFICIAAI[S
Ew..,I.. Jalnt account r.gl.t.r'd In the n... of tho dac.dant ~ two oth.r p.r.on. and ..t'bll~ within one y.a,. 0' d..th by
tho d.udant.
I DIVIDEO IV '(SURVIVORS). .50 X 100 " 5a~ (TAXAILE FDA EACH SURVIVOR)
x 100 . PERCENT 'AXAaLE
~. Th. MOUnt .UbJ.ct to tn tlln. ~J II det.ralned by .....Uplyln. tho .ccount bllenc. tlln. U by the pare.", ta.ablo Cline 51.
5. [ntar thl tot.l a' th. d.bt, Md d.ductlon. ll.t.d In P.rt S.
.. Ihe aHUnt ta..ltbl. tlln. .) .. d.t.r.ln.d by .ulIlrooUn, th. dab" and daducllon. (IIna 5. 'roe the ~t 'UbJaot to tall fllne "'I.
7. Enter tho approprl.t. tax rat. Clln. 1) a. d.ter.lnad b.low.
A. Fa,. d.ta. a' d..th occurring .'I.r 6/S0/'~, the t.. r.t.. for trenlfarl to 'Paul.. .r. .. 'allow..
I. D.t.. of d..th on or .'t.r 7/1/'~ and b,'or. 1/1/95 the r.t. I. JX.
,. D.t.. a' d.eth on or "t.r 111"S tr.".f.ra to .pau... wtll b. taxld .t O~ taw r.t..
Hot'l For d.t.. a' d..th prior to 7/1/94 tran,'.r. to 'POU... Ir. tl..bl. at 6X.
I. fran.fora to lIn"1 d.,c.ndan" Includln. ,.ther, IIOther, lon, daughtar, grandchildren, .on-In-l...,
daughter"ln-I..., .t.pchlld and t~lr 1..U41 are tuabl. .t .hc percent C6XJ.
C. 'r.".fara ta.ll othara Inchldlng brother, .hler, unci., IlW'It, nePhew IInd nlac..ra ta.abl. .t flit"" perclnt (15X).
D. I' yau ch~ the taw r.t., pl.... .p.clfy your r.l.tlon.hlp to the d,cedent In the ar.. pravlded.
a. The MOunt 0' hx due ClI". al 11 d.t.ralned by IUltlphl,. thl SIOUl'lt t'llabl. flln. 6J by the tIM ret. (line n.
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dab.. and daduc:tlon. era d.t.ralned .. 'allow"
A. You I..ally .r. r'.pan.lbl. 'or P.y.."t, or thl ..t.t. .ubJ.ct to '~Inl.tratlon by . p.r.anal rapr.'lnt.tlv. I, In,ufflclent
to pay thl d.ductlbl. It....
a. You octually p.ld the d.bt. aft.r d..th 0' tho decadent ~ Cln 'urnl.h proo, 0' pay-.nt.
C. on.. b.ln, dal..d ...... b. 1t..I,od fUlly In P.rt 5. " additional 'P.ce Is n..d.d, u.. plain p....r . Ill".. 11". Proa' 0'
P.,.ent ..y be r'qualtld by the PA Dap.rt""t of R.vlnUl.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORHATIDN OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327, TDDI (717) 772-2252 (HEARING IHPAIRED ONLY)
.----..,,-._..~....._h, "~.,.__~~,,,,..... ".
.., -. .... - ~. '., '.. .
.
- - -------...--.------------_._---_._-~-----------._---------
, . .0 ,
g: "'Y..'"'A..... .A'.. ';.'08"'2'. :'2'0." 0 .... '.. COMMONWEALTH .OF.PENNSYLVANIA
~~" ..... . "'." I DIPARTMINTOP RIVINUI . "
)'.,:~,..., .:;, · ,', FFICIAL ECEIPT 'It PENNSYLVANIA INHERITANCIAN Eu.a,YETAX
tl.v.n '..''''- -.t.-.. '..~ -r
!
...'.'...
. ,
,
..
RECEIVED fROMI
\
ACN
ASSESSMENT I'J'I
CONTROL ~
NUMBER
&
AMOUNT
RICHARD H NEFF
r 9 SURREY LN
.. ~ECHANJCS8URG.
9:51"6073
.8.06
170:5:5
~
(t~"t~
,d'_,
to;''.,"",'
/.-
I()(OHfff
PA
ESTATf INfORMATION,
m fllEN MIER
111 e 1-199:5-0603
EJ NAME OF DECEDENT llASTI
mDATfOFP ~T
EJ POSTMAR
COUNTY
.JI'.- ~
,)
SSN e04-01-9:548
(FIRST) (Mil
......;,...........
,~-"'....~.~
DATE OF D
'I
I
I
I
,
I
I
I
LAN
REMARKS
m TOTAL AMOUNT PAID
.a..oo
C c~vz (./
I _ ./)/t/h!/,
I~ILLS ;&rr
RJCHARD H NEFF,
SEAL
CHECK" 6S:5
RECEIVED BY
REGISTER OF WILLS
,;:~~---. .....~.--- --- --,,----.-...~--- - ~_";'":7..__:..-- -- _ _ __ ___
",,-
...-----,-
~
.~
~
~'
.
I
f',
\. t to .
~. .
,-
,
..__t r~
.
----:"*.-~.__......J_ I
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,
I
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rT5 i ~ /iJ1.4- -
Sig~;rui~ -1 A 7(,
Name ~i r;I q> rI fj,/iIe-f -f-
Address J1 _\uNel/ i4h'P.
M P ~ fin i 4J:.'~ ,'}J/j /2a.Sr
TelephoneI7t"l) 6 r; -26 ~ r
Capacity: V Personal Representative
Counsel for personal
representative
CERTIFICATION OF NOTICE UNDER RULE 5.6Ia}
Name of Decedent: J:. L:z~he.f~ '-8, IVp-f'-1
Date of Death: Ju& ;2?"J /995
Will No. r-:J/_1S-t;L')':3 Admin. No,
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a} of the Orphans' eourt Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
I
Name
-
Address
-c
}1 :~:
-/4e
Sale
hPJ:I"f' Ii c iC-fi/
-
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:Dc>c-- &.,Ifr{-
I
[f'
";{
. "J
;-":
l'
f.1
1..'.1
1-:1
I~i.-;~
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fJ'
...::~ :)
uO
e
----
,- ,
15- '19- C;
REY-1548 EX AFP (12095)*
COfttQtM:Al TH Dr' PENNSYLVANIA
MPAA'HE:NT Of REYEHU[
IURUU Of' INDIVIDUAL TAXU
DEPT. 'ID601 '
HARRUIlW, PA 17UI.061l
HDTlCE OF IHHERlTAlCCE TAX
APPRAIIEMENT, ALLDHAlCCE DR DIIALLDHAHCE
OF DEDUCTIDH " AHD ABIElI"EHT OF TAX DH
JDIHTLY nELD OR TRUIT ASIETS
DATE 01-09-96
COUNTY
CUMBERLAND
ESTATE OF NEFF
ELIZABETH B DATE OF DEATH 07-28-95
ACN
95146073
FILE NO, 21 95-0603
S,S/D,C. NO. 204-01-9548
RICHARD H NEFF
19 SURVEY LANE
MECHANICSBURG PA 17055
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
_t R..Utod
CUT ALDNG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
Riry:is4-i-iif-AFii-ii1i:9Si------.---.---------.--------.-----...------.--------..-----....--------------------
NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE DF
DEDUCTIDNS, AND ASSESSMENT OF TAX ON JDINTLY HELD OR TRUST ASSETS
DATI! 01-09-96
ELIZABETH B DATE DF DEATH 07-28-95
COUNTY
CUMBERLAND
ESTATE OF NEFF
S,S/D,C. NO. 204-01.9548 ACH
() ACCEPTED AS FILED (Xl CHANGED SEE ATTACHED
JOINT OR TRUST ASSET INFDRMATION
FINANCIAL INSTITUTIDN, DAUPHIN DEPOSIT BK & TR CO ACCOUNT NO,
95146073
NOTICE
FILE ND,
21 95-0603
TAX RETURN WAS,
D097424064
TYPE DF ACCDUNT, () SAYINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-28-80
,00
0,500
.00
,00
,00
,06
.00
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS, AGENT."
Account Belence
Percent Texeble X
Amount Subject to Tex
Debte end Deductione
Taxeble Amount
Tax Rete X
Tex Due
TAX CREDITS:
PAYMENT
DATE
10-03-95
DISCOUNT (+1
INTEREST (-)
,00
RECEI PT
NUMBER
AAD82200
AMOUNT PAID
8,06
~
.
TD'rAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
IF PAID AFTER THIS DATE/uSEE REVERSE FOR CALCULATION OF ADDITIDHAL IHTEREST, ·
IF TOTAL DUE IS LESS THAN n. HO PAYRENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" , C~}/ YOU HAY IE DUE A REFUND,
SEE REVERSE SIDE OF THIS FDRR FOR IHSTRUCTIOKS, I
8.06
B,06CR
.00
B,06CR
~o.,l
./
I'I.IIPOU '"
fIIT1C!1
PAYtlEHTI
RUlIGI (tlU I
alJECTlONSI
AUtUN"
tlT.AnYl!:
eORRE:CnOHSI
DIICOIMT I
INTEREST.
~
To 'ulf111 the r....r-.ntl of IMUon 2141 0' the InMrltlnco .,., E.t.t. TIU IocIt, Act II: 0' 1"1. (72 P.I.
,"Uon 1141J.
DetMh the top potUon of thl, NoUe. MId ..-It ..lth your p.,.."t to the R..ht,r of Will, ,tint.. on U-
rIVI,.. aide.
O'_ ...... check Dr ___V ar'" p.,.11 tal RfD1ITtR OIF WILLI, ACOff.
All PQMfttl reel Iv" w.ll 'Int bII .",U" to WIY Inb,..t .....Ich MY be due, with My r_lnder ...11.. t. the tax.
" r.'und of 0 talC cr.dU, which .... not r........ on ttM tl. return, MY bII reque.ted by COIIPI,Unt WI "Applicetlon
'or R,'und 0' Penn"I..,."._ Inherlt~. .nd E.tat. 'a." (REV-ISIS). application. .r. ~.ll.l. at the D'flco of
ttM R......r of "III., MY of the n A.."..... DI.trlot Offlc.. Dr by ulllng the tpeChl 14-hour .,....rl". ,,",1('.
nu.ber. for for.' orderlngl In penn.vlv.nla 1-100-562-1050, out.lde Penn,yl.,,"'.. .,., within 1~1
H8rrlabur. .r.. (717) 7"-1094, TOO' (717) 71Z"ZZSZ (Hesrlng I.,..r'" Only).
Anv p.rtv In Int.r..t not ..tb,lId with thlI -.ral.-,t, ,UCMMnCa Dr dl..UowMU of HdUcUon. Dr ........t
of tax (Including dlsCDU"lt Dr Int.r..t) .. Ihowl on this HoUce HY obJact "Ithln .bty (61) day. of racelpt 0'
thl. MoUce bYI
....rltt~ prote.t to tha Pi Depart-.nt of Revenue, aoerd of Appeel., Dept. 21l0Z1, HerrlabUrg, Pi 17111-1IZl, CR
...lacUna to have the ..tter deteralned .t tM Mldlt of thIIaccaunt of thlI par.anal rapr..."taUva, OR
--appaal to the Drph..,.' tourt
~lICtual .rror. dl.cov.rad on thl. ......-.nt .hoUld be Iddr...~ In wrltlna tOI Pi o.p.rtaent of A.v~,
Jur.au of Indlvl~1 T'M", 'TTHI po.t ,.....-.nt A.vl.. unit, DEPT. zal'll. H.rrlabur.. PA 1711a-1611
Phone (717) 717-,SIS. ... page S of the booklat -In.truetlon. for Inheritance T'M A.turn for . A..I~t
Dec.dent- CAtY-1Sll) for M axplanatlon of ~lnl.tratlvaIV correctabl. arror..
If .w tax due h p.ld within thr.. (5) cllandar IIOnth. .ft.r ttM dKadant'. death. . flvl parcent (SiCI
dllcount of the tax peld Is allowed.
Intar..t .. ctMIrDMI baalMlna with flr.t av of .1Inquancv. or nlna CtJ INInth. and OM (1) day
fr_ tM data of death, to the a.. of pa~t. Ta.1I which bee... dal1~t bafora J....rv 1. I'll
baar Intlr..t at the rat. of IIx (6%) percent par ....... calculatad at . etallv rata of .IDDI64.
All t.... which bee... delinquent on or aft.r Januarlt 1. ItIZ ..Ill baar Int.r..t at . r.tl which ..Ill vary 'rOIl
calandar vaar to calandar va.r with thet r.ta lI'lhOlnCed by the Pi o.pw.....t of ..v.... TM appllCllbI.
Int.r..t rat.. for l'IZ through 1'" aral
lIIr Int.r..t A.t. D.llv Int.,...t F.dar
xur
Intaraat A,ta
Dallv Intar..t Factor
Itll
ItlS
19"
ItIS
....
--Intar..t
ZOX
lOX
IlX
ISX
lOX
1. calcul.tad ..
.OGGMI
.GGIU'
. eGGSn
.IIOSH
. GaIU"
follow.'
1917
l,a.-1991
1.02
I"J.I""
1995-1'"
'X
IlX
tX
n
tX
.0IlZO
.IIISDI
.OOIlU
.ODDI'Z
.01110
IICTEIlEBT . IALAHCE OF TAX UHPAID X HUllIER OF DAYI DELIHQUEHT X DAILY IICTEIlElIT FACTOR
..Any Hotlca l.sued a,t.r the tl. baCoaal delinquent will r.flact an Int.r..t c.lculatlon to flftlln (IS) dayl
tMvond the data of thl .........,t. If p.,.."t II ... aftar the Intar..t coaputatlan data IhoIiIn on the
Neltha. additional Int.rllt ...t be c.lcul.tad.
\
..y'.."........
*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
. COMMONWIALTH Of PINNSYlVANIA
DIPA.TMINT Of .IVINUI
BUUAU 0' INDIVIDUAL TAXIS
Dm, 2110601
HA..ISIU.O PA 17121-0601
DICIDINT'S NAMI
fill NUMln
El h:abeth B.
Neff
2195- 603
AC
9 146073
ICHIDULI
ITIM
NO,
IXPLANATION OP CHANOIS
_.~II.~y!!:.r.!.~"'!"''!!~I(~.. ~~~'(!J . lUll, . b.e I ng.!IMuI~~". ,to. .r...f.ll!.<;L!I.l!r~..t 11!..d.U,!..s JJ!~.l! ...m.. ,.
they have been reported on tho probate return.
._....._--.-._~~------_.__. .- .. ...-. .-,. - -~-- ..~. . _.- ~~.~..." ~'" .~~---~_._--- ,..~--~-------,-,-, ........--..-----.---. -----
__A ____ __.___..__._~ .~. ~_....._.....",.... - ~ __~...~__~__.' __ __ ___. ___ .'---"'_' --__._.__..__...~._ .-.~--,.-_..,.
.________._~__..__.__.......__ ____,.....~_..,_.~~_~_~....__.___r__~__;..~4 ,..._-,>_~.________ ._________
----_._--._----...---_._-......-,..---...~_.._-----_.---._..._..-...__..-.---_..-~_:...-....--------.;..-
,
_.._'.._-_._~-._----_._.--~...-.~-....-.-~-~~--~..._..~---.__...__.--~._-_...._-..--_..._-_...-
<_._--------_.~-,----.~~----..----.-,..-..--.._--_...--------_.__.~-
-----~----...---~-...----_._._..----,_.~------_._------_._,.._.._-_._.~---~--
____4_.__~___ ___.___.______ _____~.._____~..._._~..___. __..__..,__..~___..___..._~____..__~_~~_..-..-.._~.___
____ _.._.___.....~.._._____ ._.~.'_ __~.~._ ~ .....__._.~._~._..~__.__.'4 _....._<0__.._ ~__._'.._..._ .._~ _;'-'. '_..'._'_"'_~_".'_" _,__._.._._...__.~_~_ _.__~__
_.... r~""'_'___"_~ ___..~_'__. ~~..~___~ .'.U .,.."',..._..._~".. '"_.._~____~._~.~~.. .___---......__._..____...._.____,.._. _. .
.__.. .__..~_....._~, ,"~_"'.". ... ..,~...___ ~._ . ~._.'_H'" ~"'__'____
TAX EXAMINER,
nrve" Rontl..rson
PAGE
--. -- --.-. -'-
.
"-
~[ ~ :o~
0" tNS
tJ. t') ~ .-. .."
~'_~ n
j,., ~. ,...,
,/ . ~ t.~ i:i
c .: ~ 9..C.
t,l .. --="f;
. ">> ;w ii!<u
- L 0 lira
)\lli w -
CXl
PAYJt[H1'.
htech U. tap pol"'Uan of thl. HaUe. MCI ..It with ~DUI'" Plv-nt ... p.ylibl. to ..... I\8MI end Mdl"'."
pl"'lnted an ..... rwen. .Ide.
If ROlDEHT D[COJENT ... check 01'" ....., Ol"'del'" pa,.al. tOI REGISTER OF WILLS, AGENT.
If HOINtEIUIOfT D[aDlKT ..... check 01'" ....., order ,.,IIbI. tOI CotltONWEALTH OF PENNSYLVANIA.
All pe,.wtts received shell be .....lIed flnt to ...., Int.re.t which .., be due ..Ith ...., r...lnder ...,lIed to the tax.
RUl.IHD C(IUI A r.fund of . t.. credit, which .... not r......ed on ..... Tell R.turn, .., be r....ted b" caphtlng an
-&,plle.tlon for A.~ of Penn.,lvenl. tnherlt.nc. end E.tat. Tax- CREV-1SIS). Appllc.tlon. '1"'. .valllibl. .t
..... Of'lca 0' the A..lat.1'" Df Willa, ...., 0' the IS Rev~ Ol.trlct O"lc.. Dr fr~ th4 Dep.rt.ent.. Z4-hour
........1"'1"' .arvlc. ~r. for for.. orderlngl In Penn.,lvenla I-IDD-"Z-ZDSD, DUt.lde penn.,.v.nl.
end ..Ithln loc.1 Harrl.burg '1"". C7.7) 717-ID94, TOOl (717) 71Z-IZSZ CHe.rlng t~.lred onl,).
D IICDUHT I
Que.tlon. r...rdlng .rror. cont.lned on thll notlc. thould be addr.ued tDI PA DIp.rt.....t 0' A.v..., lur."
0' Indlvl~1 ,...., A'rTHI Po.t A......ent R.vlew unit, Dept. Z'D'DI, Harrl.burg, PA 171ZI-D'Dl, phone
(717) 717-'SGI.
tI ...., till due I. p.ld within thrH CS) c.IMd.r ""\h. aftll'" the elKed..t'. d..th, . flv. percent U:C) discount
0' ..... t.. ,.Id .. .lIowM.
REPLV Tal
I "T!RUT I
Int.rllt .. dMrged bealmlna with flnt d., D' dellnquenc" 01'" nine ct) ItOMth. Md one U) d., frOll ..... data 0'
dNth, tD the data Df ,apant. T.... which bee... delinquent btlfor. Januar, 1, 191Z bear Int.r..t .t the rat. D'
... C&X) percent per ....... c.lcuht... .t . d8U, rat. Df .DDD1". All tan. which be:_ delinquent on end aft.r
J~ry 1, 1..1 NIIl bear Int.r..t at . r.t. which will v.r, '1"'011 cllendar "'1'" to c.landar "'1'" with that rlta
~ed by the PA DIp.rt.-nt Df Ravenue. The appllcabl. lnt.r..t rat.. for ."1 through I'" ar..
.1.
V..r Int.r..t A.ta DIll, Int.ra.t fector Vllr Intend R.t. Dal., Int.ra.t fector
1912 rDX .DIOM' 1917 'X .0001'"
1915 161 .0100' 1'''-1"1 IIX .DOOSDl
It.. IIX .DDOSDI I"" OX .DDDZU
1911 ISX .DDOS" ."S-I9M n .DDaln
1t16 lOX .DDD174 I"S-l", 'X .OODZ47
nlnt.r..t II calcul.t... .a follou'l
IIITEREIT . IALAlfCE OF TAlC UHPAID X HUftIER OF DAYI DELINQUENT X DAILY IIlTEIIEST FAc:TOR
--An>> Notlc. I.~ .ft.r the ta. bIc~' delinquent will r.flect '" Intar..t cllcul.tlon tD flft.-n (11) da,a
be,ond thl data of thl .......ent. If p.,..,t I, ..... aft.r the Int.r..t cMfPUtaUon date shown on the
Notlc., Ndltlonal Int.rllt au.t be ulcu..t....
NOTE I To ineure proper
crMJt to your acoount,
e~it the upper portion
of this for. with your
tax payaant.
/s- //0<;
BUREAU Of INDIVIDUAL TAXES
IHtIERlTAHC[ TAX DIVISION
DfPl. Z80601
HARRISBURG, PA 17128-D601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
u*
NOTICE Of INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
.n.I14'.....I".."
RICHARD HA NEFF
19 SURREY LN
HECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
ELIZABETH B
PA 17055
09-15-1998
NEFF
07-28-1995
21 95-0603
CUMBERLAND
101
A.ount R..Uted
HAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v=ist;j-Eif-AFj'--iii9'".:97Y-iicii"icE--O;;-iiiiiERii'AiicE-TAx-A-pjiii7iisEiiEiiT~--ALroiiAiicE-iiR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF NEFF ELIZABETH B FILE NO. 21 95-0603 ACN 101 DATE 09-15-1998
TAX RETURN WAS I I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Eatate (Schedule A)
2. stock. end Bond. (Schedule B)
S. Clo.ely Held Stock/Partnerehip Intereet (Schedule C)
4. Hortgage./Not.. Rec.ivabla (Schedul. D)
5. Cash/Bank Depo.ita/Hi.c. Peraonal Proparty (Soh.dule E)
6. Jolntly awn.d Property ISchedul. f)
7. Tran.f.r. (Schedule G)
8. Tot.l A...t.
I CHANCED
111
121
151
I~I
(5)
(61
(7)
78.000,00
79.160,66
,00
,00
57.068,45
9.932.51
,00
(BI
224.161. 62
APPROVED DEDUCTIONS AND EXEHPTIONS:
10.907.97
9. Fun.ral Expan..e/A~. Co.te/Hieo. Expan... (Schedul. H) (9)
10. Debt./Hortg.ge Liabiliti../Li.n. (Sch.dul. I) nOI .00
11, Tot.l D.ducHon. Ill)
12. Hat Value of Tex R.turn (12)
15. Charitabl./Gov.r""ant.l B.qu.st., Non-al.atad 9115 Tru.ta (Sch.dula .1) (15)
l~. Not V.l... of Eat.to SubJ.ct to Tox 11~ I
NOTEI I~ an assassment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect ~igures that include the total of Abh returns essessed to dete.
ASSESSMENT OF TAX:
IS. ~ount of Lin. 14 at Spou..l
16. ~ount of Line 14 t.xabl. at
17. A.uunt of Lin. 14 taxable at
18. Principal Tax Dua
TAX CREDITS I
PAVHENT
DATE
09-18-1995
In.Qn7 Q7
213.253,65
,00
213.253,65
rat.
LlneaI/Cla.. A rat.
Collataral/CI... 8 rat.
,00
213.253.65
,00
,00
12.795,22
.00
12.795,22
X ,00.
X,06.
X .15.
I1BI
1151
1161
1171
RECEIPT
NUI1BER
AAD82156
DISCOUNT 1+1
INTEREST/PEN PAID I-I
639,76
AHoutfT PAID
12.155.46
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
12.795,22
,00
,00
,00
· If PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
If TOTAL DUE IS LESS THAN fl. NO PAVHENT IS REQUIRED,
If TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. VDU "AV BE DUE
A REfUND, SEE REVERSE SIDE Of THIS fD~ FOR INSTRUCTIONS. I
. ~....
flu I
ri
'YH
~L1' IIJ
l,'1
:12
Cloli
CUlllL
I
l '/\
RESERVAlIONI Estat.. of ~t. dvlng on or before Dec-.ber 12, 1'82 -~ If ~v future Int.r..t In the I,'et. I. tr~.f.rred
In po.....lon or enJa~t to el... I Ceoll.t.r.1) beneflel.r',' of the dlcedent .,t.r the Ixplratlon of .ny I.t.t. far
11'. or far y..t., ~ C~.lth ~r~v Ixpr...ly r...tVI. the right to ~r.J.. ~ ...... 'r.nl'.r Inhetlt~. 'IMI,
at the ..w'ul el... I (collat.ral) r.t. on ~y such lutu,.. lnt.r..t.
_llF
MOnCf. To fulfill the requlruents of SKtlon Z14D of the IntM,.1tMCI met Est.t. 'aM Act, Act 21 of 1995. (72 P.S.
Section 9140).
PAYttEHTI DetKh the top portion of thh HoUc. md aublllt with your p.~t to the Rqht.r of Willa print" on the t.v.r.. lies..
--.... check or lIOney order Plyabla tOI REGISTER OF MILLS, AGENT
RUUfD CCA)I A nfund of . taM erMiSt, which .... not r.....t.d on the 'IX R,turn, ..y be requested by cOIIplaUng ... "Application
for R.fund of ~.ylv~l. I~rlt~. ~ E.t.t. T.x. IREV-ISIS). Appllc.tlon. .r. .v.II~la .t the Offlc.
of the Real.t.r of Will., ~y of the 25 R.venue DI.trlct Offlc.., or by c.lllna the .pecl.1 24-hour
......rlna ..rvlc. ""'n for for.. ordBrlnlll In PBM.y1v~I. 1"100"562"2050, ouhldB P.nn.ylv801. Bnd
ylthln loc.l Karrl~rg .r.. (717) 717"1094, TDD. (717) 772-2252 (H..rlna IBPalrBd Only).
OBJECtiONS, Any party In Int.r..t not ..tI.flBd ylth the BPpr.h"Bflt, .Uowanc. or dh.UOWBnC. of deduction., or .........t
of t.x Ilncludlng dl.count or Int.r..t) .. .hown on thl. Notlc. .u.t obJ.ct within .Ixty 1601 dBy. of rac.lpt of
thh MoUc. bYI
--wrIU.... prot..t to tM PA D.p.rt.ant of R.v.nua, Board of App..", D.pt. 281021, Herrhburg, PA 17121-1021, OR
--.Iactlon to have tM ..U.r d.t.ralned .t audit of the accot.Ktt of the personal rapr..~tatlv., OR
...........1 to the orphan.' Court.
ADHIN
JS'JRA tlYE
CORRECtlONSI
Faotu.l .rror. dl.cov.r.d on thl. ........nt .hoUld be eddr....d In wrltlna tal PA o.p.rt.-nt of R.v.nue,
Bur.au of IndivIdual Taxa., A11"' Po.t A.......nt R.vla" Unit, D.pt. 280601, ."rrhburg, PA 1712&.0601
~ 17171 7&7-6505. S.. paga 5 of the bookl.t .In.tructlon. for Inn.rltenc. T.x R.turn for. R..ldant
Dac.dant~ CREY-15011 for 80 .xplenatlon of adalnl.tr.tlv.ly corr.ctabla error..
If any ta. due I. p.ld within thr.. (5) calandar .onth' .ft.r the dacadent'. d.ath, . flva parcent C5~) dl.count of
tM t.. p.ld I. allowed.
The 151 t.. .-ne.ty non.partlolp.tlon p.oslty I. coaput.d on tha tot.1 of the t.. and lntar..t .......d, Bnd not
paid b.fDr. Janu.ry la, 1996, tha flr.t d.y .ftar the .nd of the t.. aanaaty period. Thl. non-p.rtlclp.tlon
peNllty 11 app..labl. In the .... aanner and In th. the .... tI.. p.r Jod a. you vould app..l the taM and Intara.t
that t... bean ......ed .. Incllcat.d on thll notlc..
DISCOUNT.
PENAL TV,
INTEREst,
Int.n.t I. charg.d bellmlno with flr.t d.y of d.lInquMMly, or nln. C91 eonth. and ~ II) day fra the dtlt. of
dB.th, to the ~ta of P.YlMNlt. ,.... which ba~. dBllnquent bafor. J~.ry I, 19&2 ba.r Int.ra.t .t the r.t. of
.1. C6X) parcant par ~ calculat.d at . d.lly r.t. of .000164. All t.... Which b.c... delinquent on and .ft.r
January 1, 19&2 ylll baar Int.r..t .t . rat. whIch vIII vary fru. c.l.ndar y..r to c.l~r y..r vlth tn.t rat.
announced by the PA Dapart..nt of Ravenue. Tha applicable Inter..t rat.. for 19&2 through 199& .rel
~ Int.r..t Rate pally Int.r..t Factor l!!! Int.r..t Rat. Dallv Int.r..t F.ctor
19.2 'OX .0GOS411 19&7 OX .000247
19.5 16~ .000411 19&1-1991 1l~ .aGOUt
.... Il~ .00anl .... .~ .aG0247
19&5 ISle .00G5S6 1995-1"" 7~ .000192
..16 1O~ .000274 1995-199& OX .000247
..-Int.,.... I. c.lculated a. foUu.l.1
INTEREST a BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
."An~ Notlc. I.aued aftar the ta. bac~. delinquent will ,.flect an Intar..t calcul.tlon to flftaan (t51 dey.
be~ond the data of the .........t. If p.~.....t Is aMla aft.r thl Intar..t coaputaUon data shown en the
Notice, ~ltJDnIII Int.r..t ...t ba c.lculated.
,/
G-
,-
STATUS REPORT UNDER RULE 6,12
Date of
t;/i t4 b~+t, 'B.
Death: :JII-/V :2F:Jf9'-
, .I
1995 - 0 tJ 6 tJ 3 Admin.
No. :; I C( S- - 6 C 63
Name of Decedent:
;Ve.f' .f
Will 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. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b, The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d, Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
0\
, " <~ "
, if.,.
C_~l
:
0\
~
n,
WI
,.,
, ,
1l)Cl: ~ t:
u: 2:>
UU
{7()S" J-
Address
(717)
Tel. No.
Capacity: ~ersonal Representative
Counsel for personal
representative
(MAH I rmf/ AM3)