HomeMy WebLinkAbout95-00616
ItETlTlON 1'()It ItllOlJATE unci (jItANT OF LKI"mIlS
lel'fI'"' fI' ._.._.I!~..!.!!Io_I!_!\-,_He.I.lt!l!!L..__ Nil, __cX/-!l.s-- (/) If;;
ClI.',' kilo"''' II.f ____~_..____~._._..______ '1'(,: .
B'_'_ ......_.. _ nu' B'_ .......... B' IlcMI51CI III Will. rllr Ihc
. _, /JC'I'C"'.",", ('ulIllly or _. _,.~'_lm~~()J~"'JJJ!~ In lhe
Sfldfll S"l'IIt/t)' Nfl, .._JJ.lJi::J1=.J!);lO_.___ CIIlIIlIIlIlIWCllllh III I'elllllylvnnln
The pellllulIUI Ihe IIl1del.18l1ed re'peelrlllly reple5ell15 Ihlll:
Vllur "elllluller(.), whll 1'/lIIe 1M yellr' III nMe III' IIlder nlllhe e.eeIlLQr.Q
IlIlhe In,1 will ur Ihe nhuve deeedenl, dllled.___Au9UO.L..O,J9J19
nlld clIdlcll(.) dnled ____~-__-.
. (to.Jl.J'_t!!!!L!t.f:l....< ""'" s~'-r ~ ~.J'q
&.6-'''' T c; "ZLY~" .",.. ,,,,,,,.< ,. ,<; ,9"J "'-
IInllled
,19_
tMDle 1(I('VIlIII dll:lIl11~lllll~'l". r,lt. .rrllllldnllllll, d('nlh of tlll"ClltUf, rle.)
lJeeelldelll wn, dllllllclled nl denlh In ____.. cu~~er~an!!..._ _.__ ClIIIIIIY.l'ellnsylvnnln, wllh
h..ls._ln" rllllllly III' 11I11Idpnlre,ldellee nl.~.LWalllul_ Uollom flu. , Carlisle, J'A
tII'l sHUl. number nnd I1IUlu:II'3111)')
Deeendcnl,lhell yenrsulnge,dled August 7 .19 95
01 CarJ.is~e..J'l\ .
Excepl 0' lulluw., decedelll did 11111 1II0rry, WII' nul dlvlIIced nlld did nul hnve 0 child born or ndopled
nller exeellllulI ul Ihe will orlered lur pruhnle; wns lIullhe vlclllll ul n killing nnd wo, lIever odjudleoled
IlIcolllllelelll:
Decelldelll 01 denlh oWlled properlY wllh e,lIl11oted vnllle, ns lulluw,:
(lldollllelled IlIl'n.) AlIller.ollnl properlY $ 105,000.
(II lIul dOllllelled III 1'0.) I'ersollnl properlY III I'ellllsylvollln $_
(II 1I0t dOllllelled III I'n.) I'ersollul properlY III COllllly $
Vollle or reol eslole III I'cllllsylvnllln $
shuoted os rollows:
WllmlEr-OllE, pelltluller(,) mpeelrlllly reqllesl(s) Ihe probnle or Ihe Insl will and codlcll(s)
)lresellled herewllh olld the grolll ur lellers tes tamen tary
therulI.
(ICMaIllClllnr)'; odll1ll1l\11011011 c.I.a.; administration d.b.n.c.l,..)
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Mary F. GrQsz_...______
. ._VDIIOld_E._Menlzcr_ __..___
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910 Apple Dr., Mechanicsburg, l'A
-L18_NQ._Middlc-seX-R~~arlisle. FA
_2l1LSpm:l:ing-IJ.i.1 1 nrl .-Hechanicsbur!
PA
OATH OI~ ItEltSONAL ItEl)ltESENTATIVE
COMMONWEALTH OI<'I'ENNSYLVANIA }'
ss
COUNTY 011 Cumberland
The pelllluller(.) nhuve-lIl1l11ed ,wenr(,) or nmnll(s) Ihnl Ihe slulelllenl, IlIlhe loregolng pelllloll ore
II lie IIl1d eurreellnlhe hesl ur Ihe klluwledge nlld heller or )lelltluller(s) nlld Ihnt 0' personal represell'
tnllve(s) ur Ihe ubuvc deeedelll )lelhlullcr(s) will well IIl1d Irllly odlllllllster Ihe e.lnle oecordlng to low.
Sworll lu ur nmnlled IIl1d
herure lIIe Ihl, 10TH
C. . t\UGUS
t.'L
C. LEWIS
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No. 21 - 95 - 616
K~llIle or
lIorlllon A. Montzor
, Ueceused
m~~lum 01>' l.nOIJATI~ ANU GI{ANT 01" LETmllS
ANI> NOW _~us t 17. 19 95, III CllII,ldernlioll or the Ilelllion Oil
Ihc reverse side helcor, .IIl1,rllctury Ilrllllr hllVlllg heell 11IcNelllcd herore me,
IT IS IJIlCIUll!1> Ihollhe hlSlnllllelll(.) dilled AUgUBt 0, 1909
described Iherelll he ndmltlcd 10 prohllte nlld n1cd or rccord II' the 10,1 will or
lIerman A. Mentzer
Olld Lellers
nre helehy grlllllcd III
Mary F. GrOBZ
DONALD E MENTZER
A. LEE MENTZER
FEllS
7)7a '7f~,(2~: /0.. f9-/J144J~
u R~alstcrorWI1lI ~77
MARY C. LEWIS
Frances II. Vel Duca #06269
A'ITORNIlV (Sup. CI. I.D. No,)
10 W. High st., carlisle, PA
ADDRI!SS
$ 235.00
$ 6.00
$
$ b.UU
5.ile-
TOTAL _ $ ;>5;>.00
Flied .... ..~~!>.~~U.~\.) ~.~L.........
I'ruhnle, Leller., Elc. .........
Shurl CertlOeole.(2) ....... . . .
Relllllldnlioll ................
X-Pages
JCP
717-249-1323
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Called attorney on 8-17-95.
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The preceding instrument consisting of one (1) pagels) was
on the date thereof signed, publiehed and declared by HERMAN A.
MENTZER, the testator herein, as and for his Last Will, in the
presence of us, who at his request, in his presence, and in the
presence of each other, have subscribed our names as witnesses
hereto.
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STATE OF PENNSYLVANIA
: :
SS
COUNTY OF CUMBERLAND . :
We, HERMAN A. MENTZER, Frances H. Del Duca and Sharon A.
Diehl, the testator and witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Last Will and
that he had signed willingly, and that he executed it as his free
and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the
testator, signed the will as witness and that the best of his
knowledge the testator was at that time eighteen years of age or
older, of
sound mind and under no constraint or undue influence.
d~
.--J.thaMll (2.
(' /~itness
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'tt.v~"v,ra-...v' Ct- ';)'4!/J'~ ~ , _
Testator .
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SUBSCRIBED, sworn to and aoknowledged before me by HERMAN A.
MENTZER, the testator, and subsoribed and sworn to before me
by Frances H. DelDuca and Sharon A, Diehl, this 8th day of
August, ,1989.
dt/1-tiM/-?U. '(J1'/}A,40.(1J.
. otary PU c . ,
NOTARIAL SEAL
SllInlEV P. CLEVUIGEn, NOTARV PUDLlC
CARLISLE DORO. CUMDERL'NO COUIlTV
MV CO\\MISSIOII EXPiRES MAnCil 5, 1992 .
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CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent: Berman A. Mentzer
Date of Death: August 7, 1995
Will No.
Admin. No. /17 ",-. On G I C.
riA MO. ,;l/ej'S-- 06.1(.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served on' or mailed to
the following beneficiaries of the above-captioned estate on
:
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Name
Address
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See Attached
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
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Date:
R~.;lr/-c:;q
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. nature
Name
Frances B. Del Duca
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Address ]0 W. Biah st.
Carlisle. PA 17013
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Telephone! 717-249-1323
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Capacity:
Personal Representative
Counsel for personal
representative
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BSTATB OP HBRMAN A. MeNTzeR - BBNePIOIARIBS
Donald E. Mentzer
17S No. Middlesex Rd.
Carlisle, PA 17013
A. Lee Mentzer
a/k/a Anson L. Mentzer
218 Sporting Hill Rd.
Mechanicsburg, PA 17055
Mary F. Grosz
910 Apple Dr.
Mechanicsburg, PA 17055
Freda E. Rasp
821 crains Gap Rd.
Carlisle, PA 17013
Glenn A. Mentzer
3235 Rosemont Rd.
North Jackson, OH 44451
Randy L. Mentzer
107 Hope Dr.
Boiling Springs, PA 17007
Diane L. Huryn
36 No. Ben Hogan Dr.
Etters, PA 17319
186-28-6556
202-20-5663
201-16-5679
202-20-2697
191-18-4585
202-46-5587
202-46-5588
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I"'t"l"l"" {'"w",-~ ""',,,.^\"H" <'.. _~, _.. , , "
Di~~~I~,~!~t~&))~;n'~~"'~.~.N~:;~~~:::~~~:YLVANIA ....'i~t).
!~i~,.;.};:.;n~:i,;kti\i;I:)FF'CIAL' RECEIPT .' PENNSYLVANIA INHERITANCE AND ESTATE TAX ,.,
RECEIVED FROM.
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ACN
ASSESSMENT I'J'
CONTROL ...
NUMBER
AMOUNT
-
DEL DUCA FRANCES H
10 W HIGH STREET
.;:J,OVtII.lt:'
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CARLISLE, PA 17013
- 'OlO HUI '010 HilI
SSN 196-14-38e8
IFIRST) (Mil
REMARKS
m TOTAL AMOUNT PAID
.15.60S.12
PB
MARY F GROSZ
C/O FRANCES DELDUCA ESQ
CHECKIt 7
SEAL
RECEIVED BY ~C. ~~;OA/
ONA · A>>/. "'~
MARY C. LEWIS '~(
,REGI~TER OF, WILLS
REGISTER Or: WILLS
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Mry.two u. 112.lIj
j FILl NUMDI.
INHERITANCE TAX RETURN
RESIDENT DECEDENT I'A I 2195-0616
COMMb~~~"'I~l\\"?''':r~~W''''. (TO BE FILED IN DUPI,ICATE
"...,,,:I.~J"\i,,..,,,., WITH REGISTER OF WILLS) COUNIVWf)I. 1995\l~R00616 NUM8IR
<-=;-=rIfiITr.a;I i rmini.! r;"IiHt-"l~"iiIr.ijiTONiID:1\'",-,=;"U~~='~-=~"~=fljir.itml'ttlIDffit'i;irimr ~ __..__,~.,._. ,_,~,,,,,,~,_,,,,,
, I mf10!}~~o.mlllorlDlln l~m~nll- -jlmrllH'lf'-- .../ Thornwo1d 1I0me
'--- .~~~:.l:~JI~2L_.. ._.L~IlL7;.9.~'.._. _~/.9;O~_.. ~~~~._.._--~~~~.~:~;.~\~~.~r!~.~~.:._.
~ rH1'. Oril}ln"1 R.fur" [1 2. Suppl.mental Relurn ~1 3. RemulndlJr Return
lo(:!S trcJr dul.. of d.ath prior'o 12.13.01}
Idf 0 ... lhnilad ["010 [J 410. futurrl hl.r..t Cornpromhe [J.5. fl1dn,ol E,'ul" To)!;
52iil . (lor dOli. 0' deolh olt" 11.12.B1) Rolurn ROllUl,od
:: [J 6. Decedent Died T""nl. L1 7. aocIldenl Malnlalned a living Trull _ 8. Tolol Numb.., of Safe O.pnlir DOlI'e.
C fAlloch copy 0' W,II) (Alloch c~1 TrUll)
--. , ... Cii,!j~ii~NDCONRI!.I/fnAI,\J"~IN1O.llMAyt~*ltl'~'~~N~.Ag~~D.ni1 " ."; ".\ '':':-:-:~,,'i:':.';'H:
~.i Frances H. Del Duca ==r 10 West High Street
8 2 ""'"ON' "UMII. Carlisle, PA 17013
74'!-:l321 _... _'===~=".. . ___._
20. If line 17" Breo'or than IIno IB, on'or tho differonce on IIno 20. Thi." the TAX DUE. (20) _h60B ..lL__
A. Enler Ihe Inlerest on the balance due an line 20A. (20A)
B, En.or Ihe '0'01 of IIno 20 and 20A on IIno 20B, Thi. I, .he BALANCE DUE. (20BI
Make Check Payable tal Regl.'er 01 Will., Agent _
~!-'!X, ';"." "':k' '.." 't-':-':81 SURI TO ANSWIR AU.'QUI.nO,.,SON RM,lIDIANDfO: ~CH.CKMA ....-".'U' ""'.'''''''.:!:!"f'''.:
Under penalties of perjury, I dedor. lhol r have uamined .hls relurn, Indudinl] accompanying .ch,dule. and slotoment.. and 10 the be.t of my knowledge and bell,,;:
It Is true, corr.ct and complete. I doclar. thai all reallutote ha. be.n reported allrue morht value. Declarollon 01 pre parer other Ihan Ihe perlonal r'pr...nlalh.. is
based an olllnformalion of which preparer has any knowledge.
SIGNATUAE Of PEASON Af ONS lOlLING RffUAN ADDRUS bA'l'r-_h_-
...-"t-~ CJ/(jel,.",fJo 0, Vt'1~<~;'~"f5-h /~/f /9.5
R THAN fUPR~~uIVt' Aom"'ts""- ~ )c...t.., U tUTr J-!-I-
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1. Rool E.lolo (Schedule A) ( 1) ---__.__u..
2, Slock, and Sand, (Schedule B) ( 1) ____
3. Clo.ely H.ld SlockfPo'lno"hlp In'.ro'l (Schedule C) (3)
~. MortsoBe. and Nole, Receivable (Schadulo D) ( ~) _________
5, COIh, Bonk Oopolll. & MI.celloneou. Pe"onol Property( 5) 105 . 002 . 46
(Scnodulo E)
6. Jolnlly Ownod Praporty (Schedule F) ( 6)
7. Tron,fn" (Schedulo G) (Schedulo I) ( 7)
B. Tolol Grall AlIOI, (10101 line. 1.7)
9. Funaral eXpO"''', Admln'ltrallve COSh, Mlaeellaneoul ( 9)
Expen.e. (Schodule HI
10. Oebl>, MOIIBoBe L1obllllle., Uen. (Schedule I)
1 t. Tolol Deduction, ('olollino. 9 & 10)
12. Not Value of E.lole (IIno 8 mlnu, Iin. II)
13. Charllabl. and Governmental Bequesh (Schedule J)
1~, Nol Voluo Sub oel to Tax (line 12 mlnu.llne 13)
15, Amounl of IIno 14 toxoblo 01 6% rOle
(Include yoluo. from Schadule K or Schedule M,)
16. Amount 01 line 14 toxoble at 15% rate
(Include valuos from Schedule K or Schedule M.J
17. Princlpal fax due (Add lax Irom line 1S and Irom lino 16.)
18. Credils Prior Payments Discount
+ 2QS; 17
19. II line IB "Broo'er than line 17, on'or the difforence on IIno 19. Thl.I.lhe OVERPAYMENT.
aDII..ITl!1........_,~...,...,........I,ul...lllh_._...I'I'r."f':r:r_...I.I........I!..llA...,I.J...
(I B)
(19)
6,614.40
( B)
(10)
(11) _t4.6l.L.40
(12)
(13)
(I~)
.9.B.,.3B.1l. .0.6
5 .J!9.3. 29
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(15)
)( .06..
(16)
)( .15..
(17)
lnler..t
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (".) IN THE
APPROPRIATE BLOCKS.
_mJ'!O.
1. Did decedent moke a transfer and:
a. retain the use or income of the property transferred, .......................................
b. retain the right to designate who shall use the property transferred or its income,
t. ., t t
c. ra aln a reversionary In eres or ....................................................................
d. receive the promise for life of either payments, benefits or carei .......................
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate considerationi If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate considerationi .................................................
3. Did decedent own an 'in trust for' bank account at his or her deathL....................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
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I SCHEDULE E
~~ CASH, BANK DEPOSITS AND
eo"'r,\'t~r,\'WW t'~~tl,\lll""" MISCELLANEOUS
'li11l~IN~ DtelDINY PERSONAL PROPERTY
EsTAy{l:!(" .. .... . ... ........ ... ..... ....... ....... ..... ~- . 'm ..n....... ......h
PIIU.I Print or.!y ..
lIorman A. Mentzor
IAII ",.,.'1'1 1!lnli~~'-;'"... wiih the 1t~!t_hl'~fb'Vly~!;hi;~;;~>b; dl;.,~_!!.~~-i~~~~~-;I-.'
1995-00616
ITEM
NUMBER
DESCRIPTION
PNC Bonk
c/O '1773200177924 - $25,000 plus interest. Q9.9
Opened 1/18/95
C/O '1773200214164 - $10,000 p1s interest - 34.6
Opened 5/16/95
C/O '1773200214165 = $10,000 plus interest - 34.6
Opened 5/16/95
C/O '1732100214166 - $10.000 p1ns interest - 34.6
Opened 5/16/95
C/O '173200214167 - $10,000 plus interest - 34.66
Opened 5/16/95
C/O '1773200214168 - $10,000 plus interest - 34.6
Opened 5/16/95
C/O '1773200214169 - $10,000 plus interest - 34.6
Opened 5/16/95
C/O '1773200214170 - $10,000 plus interest - 34.6
Check. acct. '5140188095 - $9338.75 plus into 16. 4
Opened 11/1/72
Refund - Sentinel
Capital Blue Cross/PA Blue Shield
Fund Account at Thornwa1d
For Information Only
Life insurance - Frog & Switch Mfg. Co. $1750.
(Allach additional Oy," )C 11" .hu'llf more cpac. II n.eded.)
VALUE AT
DATE Of DEATH
25,089.90
10,034.66
10,034.66
10,034.66
10,034.66
10,034.66
10,034.66
10,034.66
9,355.19
52.07
114.10
148.58
0!i.002.46
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ITEM
NUMBER
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A.
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B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
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COMMQf'W'AUH O. "NNI'IYANIA
INIl\lnANCI 'Al liUjiN
II "DINt OleIOIN'
5CHIDULI H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plla.1 P,lnl 0' T I
lIerlMn A. Mentzer
1995-00616
DESCRIPTION
AMOUNT
FunOlol bpln'''1
1.
Bby Granite Works
365.00
1.
Admlnl"Iallvl Co".1
Pollonol Rop".onlotlvo Commlulon.
Social Socullty Numbor 01 POllona1 Rop"lOnlotlvo:
Voal Commlulon. paid
2.
Frances H. Del Duca
5000.00
Attolney Fo..
3.
Family Exemption
Claimant
Add"u 01 ClaImant at docodonl'l doath
51"01 Add"u
City
Zip Codo
Rolotlon.hlp
51010
Praboto Fo..
252.00
MIIClnanlOUI bplnlO.1
Emerald Drug
Cumberland Law Journa1
Sentinel
Thornwald Home
Reserve for final accounting
5.61
40.00
68.84
782.95
100.00
TOTAL (AI.o onlol on IIno 9, Rocopltulatlon)
IIf mall 'POCI II nood.d, Inllrt oddlllonallhoot. of laml .1...)
5
6 614.40
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UTATI OF
ITEM
NUMBER
ITEM
NUMBER
'.
1.
1.
.
COMIolOfI"",AUH Of 'Ulfj"l~"'h''''
I"H'II1""U IAI IItutH
IIU~"1 OICID'.".'
SCHEDULE J
BENEFICIARIES
PILE NUMBER
lIerman A. Mentzer
1995-00616
NAME AND ADDRESS OF BENEfiCIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. TOAoble Btque.hl
Donald E. Mentzer, 178 No. Middlesex
Rd., Carlisle, PA, 17013
A.L. Mentzer, a/k/a Anson L. Mentzer,
218 Sproting lIi11 Rd.,
Mechanicsburg, PA, 17055
Mary F. Grosz, 910 Apple Drive
Mechanicsburg, PA, 17055
Freda E. Rasp, 821 Crains Gap Rd.,
Carlisle, PA, 17013
Glenn A. Mentzer, 3235 Rosemont Rd.,
No. Jackson, OH, 44451
Randy L. Mentzer, 107 lIope Drive,
Boiling Springs, PA, 17007
Diane L. Huryn, 36 No. Ben Hogan Dr.,
Etters, PA, 17319
Son 1/6 residue
Son 1/6 residue
Daughter 1/6 residue
Daughter 1/6 residue
Son 1/6 residue
Grandson 1/2 one-sixth sh.
Granddaught r 1/2 one-sixth
sh.
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Gavernmenlal Bequest.:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI,o enle, on line 13, Recopllulotlon) S
(If more .pac. I, need.d, 'n..rt additional .hee.. of lame Iln)
.;
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VO/I/
RIV'11~7 IX AFP (12'91*
CottDMAL TH Of' Pf.NNlVLVAHIA
Dr:PUTItlNT Of' ftlVlJlJl
~AU or INDIVIDUAL TAXfI
DOT. ..16"
HARRIIIURG, Pi 1'."-"0'
ACN 101
HOTIC! 0' IHH!RITANC! TAX
APPRAIS!HEHT, ALLOWANC! OR OISALLOWANC!
0' DEDUCTIONS AHO ASSES,"EHT 0' TAX
DATI 02-12-96
FILl NO.
DATI OF DIATH 08-07-95 COUNTY CUMBERLAND
HOT! I TO INSUR! PROPER CREDIT TO YOUR ACCOUNT, suaHIT TH! UPPER PORTION Of THIS fO~ WITH YOUR TAX
PAYM!HT TO TH! REGIST!R Of WILLS. KAM! CH!CK PAYABL! TO "REGIST!R Of WILLS, AGENT"
REMIT PAYMENT TOI
FRANCES H DELDUCA
10 W HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
-...t R_IUlId
CUT ALONG THIS LINE ~ RETAIN LOlll!R PORTION FOR YOUR RECORDS .....
iii'y=is;;j-ix-Aj:ji-iiz=9sT"iliificiuciF-Yti'HEiiiiilNci-YliiniPPRAisEiiiilT-,--m.-ciiiiliici-iiJi-_m_um...u-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MENTZER HERMAN A FILE NO. 21 95-0616 ACN 101 DATE 02-12-96
TAll RETU~ WAS I I X I ACCEPTED AS fILED
I I CHAHOED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Eat.t. 1_1. Al III
2. Stock. ~ Bonda ISchedul. BI 121
S. Cloa.ly Held Stock/P.rtnerahlp Int.r.at 1_1. CI ISI
~. Kort_alNot.. R_halll. I_I. 01 I~I
5. Caahlllank Depoaltelnho. P.raORlll Proparty ISchedul. EI 151
6. Jointly Owned Property I_I. FI 161
7. Tran.fer. (Schedule Q) (7)
8. Tot.l A...t.
.00
.00
.00
.00
105.002.46
.00
.00
III
105,002.46
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. F....r.l E_..a/Ada. Coate/Hbo. E_... ISchedul. HI 191 6,614.40
10. DebtalNortgaga LJaIlJIJtJ../Llan. ISchedul. II 1101 .00
11. Tot.l Deduotlona 1111
12. Hat V.lue of Tax R.turn 1121
IS. Charltalll./Gov.rnaont.l Bequa.ta ISchedul. JI IISI
l~. Hat V.lue of Eat.t. Subject to Tax Il~1
NOTE I If an a.......nt was i..u.d pr.viou.ly, lin.. 14, 15 and/or 16, 17 and 18 will
reflect figur.. that includ. the total of ~ r.turn. a......d to dat..
ASSESSMENT OF TAX.
15. Aaount of LJne l~ .t Spou..l r.t. 1151
16. ~t of Line 14 tax.bl. at LJ~l/Cl... A rat. (16)
17. ~t of Line 14 taxable .t Coll.taraI/CI... Brat. (17)
11. Principal Tax au.
6.614 40
98,388.06
.00
98,388.06
.00
98,388.06
.00
x .00.
X .06.
X .1S.
11.1
.00
5,903.29
.00
5,903.29
TAX CREDITS I
PAYHEHT
DATE
11-01-95
RECEIPT
HUItIlER
AA082273
OISCOlRfT 1+1
IHTEREST I-I
295.16
AItllUNT PAID
5,608.12
PAYMENT MUST BE MADE BY 05-08-96..
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
5,903.28
.01
.00
.01
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL IHTEREST.
IF TOTAL DUE IS LESS THAN .1, HO PAVHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY .E DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR IHSTRUCTIOHS.I
,
, .-'" ~.. .. .-- ... ,~ .
\..-,} ~
, ,
I'
e'!
RE:IERVITlDfh EIt.t.. of ~t. dying on or bIIfor. o.c..... 12, 1'" .. If InV future Int.....t In the ..tat. h ''''''''Irred
In po.....lon or MJOr-1t to Ct... I (cau.t....n beMflol.r." 0' the dMedent anar U. expiration of .,y ..ht, for
11'. or for w..r., the ~lth her.ow expr..,l>> r...~. the right to eppr.l,. ~ ...... ,...,I'.r Inhlrlt~. ,....
at the l~ful el... . (collat.r.l) rat. on ~ .uch future lnt.r..t.
_Ill'
NOTICE. To fulfill the ..equ'r-.ntl of SeoUon 2141 of the lm-rU.-c. Md Eltat. Tax Act, Act 22 of ."1. 7Z P.I.
Ieotlon 1140.
PAYHEHTI DelKh thII top partlDf\ of thh Notice and ....It ..Ith your p.~t to the Regilt,.. of YUh printed on the rhan. ....
--Pllika check or MM1 Dr... PIWM11 tal REGISTER OF MILLS.. ADENT
All PI,..,," rltCllv_ 1he11 Unt be ...111ld to MY Int.r..t which ..y 1M 0.. with ."y r_1'*.. eppUed tr. the tax.
REflICD tCA). A n'und of . tax credlt, which "I' not r.....tect on the TalC R.turn, ..y be r~.tlld by cOIIPIIUna WI "AppllcaUon
for R.~ of PennlYlv.nla l~rltlnC' ~ E.tata Tax" (REV-I'I'). Appllc.tlon. .ra 'V8II~la .t ~ O"lca
0' ~ Regllt.r 0' ..Uh, InV of tM ZS R.".... Olltrlct Offlc.., or bv call1na tM IJMMllal 24.hour
In.werlng ..r"lcI nu-blr. for for.. orderlngc In ~.vlv.nl. 1-IOO.S6I-!OSO, out. Ide Ptnn,Vlvenle ~
"Ithln 10000l Harrhburg .r.. (717) 717"1094, TODI (717) "I-ZZ5! Uurlng 11P.lrld Only).
OBJECTIONSc Anv p.rtv In Int.r..t not .,tl.fl.d Nlth tM ~,.el'.-.nt, .II~. or dl..llowtnC1 of ~tlon., or .....~t
of taM Uncludlng dllCCU\t or Int.,.IIt) .. shown on this NoUCI ...t obJlOt ..lthln .hltv (60) eM1' of receipt of
thlt Hotlce b1'
--"r1tt", prot..t to the PA o.p.rt-.nt of R.venue, Iotrd 0' appe.l., Dept. ZIIOZI, Harrl~r., PI 17111-1011, OR
....110\1011 to hi". thl ..U.r det.ralned .t wdJt of the ICCOW1t 0' the per.onal rapr..."taUvI, OR
--."..1 to the Drphen.' Court.
....IN
IITRATlYE
CORRE:CTlOHSI
FlOtual .rror. dlsco"lttd on thlt ...........t should tM eddrtllect In NrlUng tal PA Dap.r'-\t 0' Revenue,
Iur.1U of IndlvldUtl Tax.., ATTNc Po.t A......."t R.vl... unit, Dept. 110611, Harrl.bur.. PA 17121.0601
Phone (717) 7I7-650S. hi P'" , of U. booklet "In.truaUon. fo,. 1m.,.Jt~. 'ax R.turn for. R..ldtnt
Dacedtnt" (REV-1SII) for In .xpl~tlon of ~Inl.tr.tlv.lv correctabl. .rror..
If In1 tax due It p.ld ..I thin thr.. (S) cal...,. Mnth. .fh,. the dtcedent'. d..th, . flv. ptrctnt (5%) discount of
the taM p.ld It allowed.
Int.rllt It chtrgtd bealnnll"lll "Ith Unt day of delinquency. or nine (9) IlDnth. Iftd one (1) day frOt tn. data of
death, to thl d.t. of p.v.ant. Taxll .."Ich ~ dtUnquent blfor. J.nuary 1, 1911 bu,. Int.,...t .t tn. r.t. of
.hI ('X) parcent par IrW1UI cllcul.tad at a dallv ,.atl of .000164. AU taxll .....Ich bee... dellnquent on Iftd .ft.,.
Jlnutrv 1. 1911 ..UI bMr Int.r..t at a rate Nhlch ..Ill wrv frot cal__r ynr to cal"',. nlr "Ith that ,..t.
.-.ncM.nCad by the PA o.partHnt of R...,enue. The appllcabla Int.r..t rat.. for 1911 through 1996 .r..
DISCDtIfT.
INTEREST.
'!!!r Int.r..t bt. O.lly 'nt.r..t Factor !!!! Int.,...t R.t. Dally 'nt.r..t Faeto,.
IN' ZOX .DDDM' 'N7 ,. .DlU47
1915 lOX .DlOO' 1"'-1"1 IIX .DlDSOl
It.. IlX .IOGJIl I'" tX .000147
I9IS ISX .00DS56 1"'-1994 n .DlIl9Z
It.. lOX .000274 1"S-1'" tX .000247
"Int.nlt I. celcul.tld .. follOMII
JHTEREIIT . BALANCE OF TAll UNPAID X HVIIBER OF DAYS OELJNQVEIlT X DAILY IHTEREIIT FACTOR
--An>> Notlc. I,.ued .ftlr thl ta. btcu... delinquent "III r.flect an Int.,..,t Cllcul.tlon to flft.-n (15) d".
tMyond tn. dlt. of thl ...........t. If p,,""t I. .... .ftar lM Int.r..t coaput.Uon Mt. Ihowt on the
NoUce, addlUDnll Int.rllt lU.t tM calculated.
-
JRD/Juno 30, 1992117858
REGISTER OF WILLS
Cumberland Counl)' Courthouse
One Courlhouse Square
Carlisle, PA 17013
NOTICE pURSUANT TO RULE 6.11
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULFS
To: Personal Representative -
Counsel: FRANCES H. DEL DUCA, ESQ.,
RE:
Estate of HERM!\N A. MEN'l'ZER
CAKLLbL~ tlUKUUuH
ll.1~:)~.o616
, Deceased, LIIte of
Estate No.:
Date of Decedent's Dealh:
AUGUS'l' 7 I 1995
Pursuant to Rule 6.12, the above named personal representative or the above named anorney, if
applicable, within two ('2) years of the decedent's death, and annually thereafter until administration is
completed, Is required to file with the Register of Wills a Slatus Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or anorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whelher sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, If any.
Accordingly, If the requisite Status Report is not filed by 9 - 30 , 1921, you are hereby
advised that a request will be submined to the Court in accordl'llCC with Rule 6.12.
9-16-97
Date:
Distribution to Estate File
STATUS IlEI'Oll'r UNDEfl IlUl,E 6. 12
Name of Decodent, 1I0rman A. Montzor
Date of Deaths A/7/q~
Will No.
Admin. No. 21q~ n~1~
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 XX 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 XX
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 XX 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.
If..
,.
_____:h~.<> ,iJ;lJi 4~
'----s1gnature
Frances H. DelDuca, Esq.
Name (Please type or print)
10 West High street
Address Carlisle, PA 17013
Date: 9/18/97
c,
~
n.
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u:
r-.-
9'
;,)5
00
( 717) 249-1323
Tel. No.
Capacity: Personal Representative
X Counsel for personal
representative
(HAH: rmf/ AM3)