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No. 21 - 95 - 675
E<itate of' FRED A. IlECKNAN , Deceased
DECREE OF PROBATE AND GRANT OF LEITERS
AND NOW September 8, 19~, In consideration of the petition on
the reverse side hereof, satlsfacIory proof having been presented before me,
IT IS DECREED that the InsIrument( ) dated Narch 3. 1983
described therein be admllled to probate and filed of record as the last will of
FRED A. IlECKI'IAN
and Lellers Tc. tame" tory
are hereby granted to r.n"l'" Mn"pnn
Realtlrr or III.
SALLY J. WINDER, ESQ.
024705
70i E; ~k'~~:dW' Q, '..0, No,)
Shippensburg, PA 17257
MARY C. :EWIS~'
FEES
Probate, LeiIers. Etc. ......... $
Short Certlncates(3) .......... $
Renunciation ................ $
X-Pages
JCP
40.00
9.00
$ 3.00
5.00
SEPTEMlE~T~L 1995 $ li7 . gg
,........... ..... \.,.. "........,..
ADDRESS
532-9476
Flied
PHON!!
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. 21 - 95 - 675
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COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUMBERLAND
I, Fred A. !leckman, the testator whose nome is signed to the foregoing
instrument, having been duly qualified according to low, do hereby acknowledge
that I signed and executed the instrument os my Lsst Will; that I signed it
willingly, and that I signed it os my free and voluntary oct for the purposes
therein expressed.
2b-A t1. j/~4"YLPV~
Fred A. Heckman
Gworn, affirmed to and acknowledged before
lIIe bY.t:$ A. Heckman, the teljtator
this ' day of ~~ , 1983.
.Ju.M~J7lR -' K. IiJitJJJu
,.NCltary Public
SUSAllNE I, WlnU, NOTARY PUBLIC
My commission expires: sttIPnNnUIG BOlO, CUMBEllAND COUNTY
M' COMMISSION ElPlllS APRIL 21, 1'"
l..w, ._,Iv.nl. Assocllllo. of Nol"III
COMMONWEALT!I OF PENNSYLVANIA:
: SS
COUNTY OF CUMBERLAND
We, Jd1.t'1. /vtL Cl"~.~ ~ and I1Joe \"
the witnesses whose names ore signed to the foregoin instrument, being duly
qualified according to low, do depose and soy that we were present and sow the
testator sign and execute the instrument as his Last Will; that he signed
willingly and that he executed it as his free and voluntary act f~r the
purposes therein expressed; that each of us in the hearing and sight of the
testator signed the will as witnesses; and that to the best of our knowledge
the testator was at that time eighteen (lB) or more years of age and of sound
mind and under no constraint or undue influence.
. Sworn or affirmed
'b.ifQre me by J
'and: If '
t~is: day of
~K.
otary Public
to a9~ ~bscribed
M(L-~<('... I.i2t
. witnesses,
1\-1",,...< ,19B3.
(,)~ M' Czr;a..-1!L
-TJ~J U1;.,iW
My commission expires:
IUSAIIMl I, .1011, NOrARY .UBLlC
SlIIPnNllU1G 10lI0, CUIBEllAND COUNTY
MY COIl.,UION UPllrS APRIL 21, 1m
l..w, .....'Iv.nll AII.dlll.. of Not"l"
-2-
. CERTIFICATION OF NOTICE UNDER RULE Tf
Name of Decedent: FRED.A. HECKMAN, Deceased V,')
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Date of Deatlt: Augllst 22.1995
Will No.
Admin. No. 1995. 00675
To the Register:
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I certifY that Notice ofOeneficiBllnterest 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 September 23,
1995.
Name
Address
Mr. & Mrs. Gary R. Marpoe
Mr. John Spino
Mrs, Joan Spino
109 PlpellnB Road Newville PA
204 WelkBr Street Jeanette PA
5 Hacker Avenue Jeenette PA
17241
15644
15844
Relationship
Foster child
Fosler child
Foster child
Notice Itas not been given to all persons entitled thereto under Rule 5.6(0) except:
Name
Address
Mr. W. T. Kuhn
Mr. JBmes Kuhn
Costa Mesa AZ
"'to.
~ \JIJ)~
Signat r
SALLY J. WINDER. ESQ.
701 East King Street
Shlppensburg. PA 17257
(717) 532.9476
cat..,u.nb
CAPACiTY: _X_ Counsel for Personal
Representative
Relationship
FostBr child
Foster child
JRD/June 30, 1992/17858
FEB 0"1 j996
/:r-'
In Re: Estate of FRED A HECKMAN
Late of CARLI SLE BOROUGH
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21 - 95 - 675
No.
NOTICE OF FAILURE TO F1LE CERTlflCATlON AND REQUEST TO
CONDUCT A HEARING PURSUANI'TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: GARY R MARPOE
Counsel for Personal Representative: SALLY J WINDER ESQ
Date of Grant of Original Leners: SEPTEMBER 8, 1995
Date of Delinquency Notice: JANUARY 16, 1996
The undersigned, Mary C. Lewis, RegisIer of Wills, in accordance with Rule 5,6, Supreme Court
Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal representative nor Ihe above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or Its certification required by Rule 5.6(d), Supreme Court Orphans' Court Rule and that the requisite
notice~ pursuant 10 Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills
on ",AN. 16 , 19 ~ and that the ten (10) day nOIlce to file the certification has expired.
Accordingly, in accordance with Rule 5.6(e) the Court Is hereby notified of such delinquency and the
undersigned requests tbat a Court conduct a hearing 10 determine whether sanctions should be Imposed
upon the delinquent personal representative or counsel for the deilnquenI personal represenIaIlve.
. ) '). ':\
Date: FEB. 7, 1996 ! . . Q. 1"'1 II .t.j .
. Lewis, Register of Wills (j
Distribution: Personal Representative
Counsel for Personal Representative
Estate File _ /_
A HEARING IS SET FOR .f~: IIPilJ'L 1J../99fP AT II: eJQ A./YI.
IN COURTROOM NO.1.) 7
IF THE CERTIFICATION OF NOTICE IS FILED PRIOR TO THE ilEARING DATE, THE HEARING
WILL AUTO MATI CALL Y BE CANCELLED. I..:=.:.
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COMMO~~YLVANIA
DEPARTMENT OF REVENUE
DEPT.1B0601
HARRI R PA 171 1
DECEDEHrSNAIJE {1.AST,fIRST, foHJUlOOl.ElNIllAl.1 IIM'1llP blcd.tI ""..lIIOI'II1
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under pttIlitieI 01 peI)ury, IlSednlhlt I ~ e.wnined tIIs retool,lncIodIng~)'ing ICheduIeInt .tIIemontl, nt b the besl of my knowledge rd bell8f,llls lNfI, corrrcl n complete. 0llcIM1bOn of prtpnI 0lh0l'
ltIan!he rwsonal MOtll'Sefllalive II bm8d on II' inbmabon of whid'l MtOa"flf has MY kl"lOllWledoe
SIGNATURE PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
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SIGNA~}j.~R ARE~OJ~E~TH}NR RESENTATlVE
l:Y{L1t'%J UW~-
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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2 1 9 5
o 6 7 5
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HECKM1\N
5OCW.. SECURITY MM8ER
OATEOFDEATtl
OATEOfBlRTH
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204-30-54780B/22/l99
(IF APPUCABlEI SlJNMNG sPOUSES N.WE (lAST, FIRST,IHJ UlOOlE INITIAl) &OCW. &ECURIlY P1\Al8ER
5
THIS RETURN MUST IIf FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
D!l1.0riglnaIRetum D2.SupplemenlalRelum 0 3.RemalndarRatuml"'~_""bll.IUn
o 4. limited E.lale 0 4a. Futurelnlaresl Compromise I"'~""''''"."'n 0 5. Fedeml E.lale Tax Rehlm Required
!Xl 6. Dacedenl Clad T..lala _,..,~Wfl 0 7, DacedenlMalnlalned a LIvIng Tru.t """"""'~'MO _ 8. Tolal Number 01 SlIle OePOSit Bo,a.
o 9. U1Igation Proceed. Recalved 0 10.Spou..IP""'rtyCred~I"'~""'_1l.1I.""'.f.S'J 0 II, EIe<1ion IoIa,undarSac. 9113(A) """,,""01
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
fw.E C(J.IPLETE LWUNG AODflESS
Sally ,T. l~inder
fIRMNA.UE{1~l
701 East Kino Street
Rhippensburg' P1\. .17257
lELEm.......~32 - 9476
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1. Real E.lale (Schedule A)
2. SIocI<s and Bond. (Schedule B)
3. CIosa~ Held Corporation,Par1narshlp or SoIe-Proprietol1hlp
4, Mortgag.. & Noles Recalvable (Schedule D)
5. Ca.h, Bank Oeposits & Misoel~naou. Pe""",,1 Property
(Schedule E)
6. JoInlly OWned Properly (Schedule F)
7. Intar-VIvos Tmesla.. & MOceI~neou. Non.Probate Property
(Schedule G or L)
8. Total Groll AI..ts (Iolal Lines 1-7)
9. Funaml E'pe.... & Admlnlsirallve Costs (Schedule H)
10. Dabts 01 Oocodon~ Mortgagal~bllllle., & Liens (Schedule II
11. Total Caductlon. (tolal Lines 9 & 10)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
1 2 I 4
7 2 .5 9
1 2 , 4
7 2. 5 9
(9)
(10)
6 I 5
I 2
(B)
9 5 2 0
4 5 7 1
(11)
(12)
(13)
6 A
6 B
4 0 9 1
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12. Net Vllua of E.tata (Llna 8 mlnu. Llnall)
13, Charitable and Govammenlal Beque.lsISec 9113 Tru,ts for which an alection 10 la, has not been
made (Schedule J)
14. Nit Vllua Sub)ee1 to Tax (Line 12 mlnu. Una 13)
15. Amount 01 line 14 la..ble
at the spousal tax rale , I
See Inslrucllon. on reversa .lda lor applicable pertentaga
18. Amount 011lnal4 taxable
al6%mta
17. Amounlolllna 14 taxable
at 15% mle
,IS
5 I 6 3 1
(14)
5 I 6 3 1
(;
x ,0
(IS)
x
.08
(16)
(17)
(18)
7 5
5, 6
3 1
6 B
,B 4 4
7 5
x
18. Tax Due
19.
I B 4 4
109 Pipeline Drive
Newville P1\ 17241
DATE /
'Yh f S-
DATE '
>-/'l/fj'~
ADDRESS
Decedent's Com lete Address:
SIREET A!lORESS
Co
aTY
SI.IE
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditsIPaymentl
A. Spoulal Poverty Credil
8, Prior Paymentl
C. Dlscounl
(1)
R44.75
3, InleresVPenalty If applicable
D, Inlerosl
E, Penalty
Tolal Credits (A + 8 + C) (2)
131. 45
TOlallnlerelVPenally (D + E) (3) 131. 4 5
4, If line 21s grealer than line 1 + line 3, enler Ihe difference, This Is Ihe OVERPAYMENT,
Cheek box on Plglll1nlli to requHlllllund (4)
5. If line 1 + line 311 grealerlhan line 2, enler Ihe difference. ThllII Ihe TAX DUE, (5)
A. Enler the Interesl on the lax due. (M)
8, Enlerthe lotal of Une 5 + 5A, Thll II the BALANCE DUE, (58) <l7F; :>0
Make Chack Payable 10: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedent make a Iranefer and: Yea No
a, retain tha Use or Income oflhe property Irensferred: ...................,.......................,.............,.., 0 ~
b, retain the right to deslgnete who shell Use Ihe property Iransferred ilr lis Income; ................ 0 ~
c, retain e revarslonary Interest; or......................................................................................,....., 0 Iil
d, receive Ihe promise for life of either paymento, beneflls or care? ........................................, 0 5iO
2, If death occurred on or before December 12, 1982, did decedent wllhln two yeara
preceding death Iransfer property wllhout receiving adequale conslderellon? If death occurred
after Decembar 12, 1982, did decedentlransfer property within one year of death without
receiving adequale conslderellon? ...............,..,............................,...,.,...,..................,....,......",.., 0 IKI
3, Did decedent own an "In trult for" or payable upon death bank accounl or eecurlty
al his or her death? ...............,.....,......,.........."..,......................,......,...........,............,.....,............. 0 ~
4, Did decedenl own an Individual rellremenl account, annully, or other non-probale property?.... 0 biQ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
-
72 P,S, ~9116 (a) (1,1) (I) provided for the reduction of the lax rala Imposed on Ihe nel value of transfers to or for the usa o!the
surviving spouse from 6% to 3% for delee of dealh on or efter July 1, 1994 end before January 1, 1995,
72 P,S, ~9116(e) (1,1) (II) provided for Ihe reducllon of the rete imposed on Ihe net velue of Iransfers 10 or for the use of Ihe survlvln9
spouse from 3% to 0% for dales of deelh on or aller Jenuary 1, 1995, The stelule doe. not exempt e Iran.fer 10 a surviving spou.e
from tax, and Ihe slalutory requlrementa for dl.cloaure of assel. and filing a tax ratum are stili appllcabla even If Ihe surviving epouse
Islhe only beneflclary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please an.wer the following que.llon by placing an .x.ln the
approprlale epace,
DId the decedent cl'llste a trust o~lmllar arrangement which la solely for the surviving spoule's blnefit for his or her entire
lifetime? Yes 0 No ~
If you answered yas to Ihe above queetlon, the lax on the trust or elmllar arrangement Is poslponed untlllhe dealh of the second
spouse, at which time It will be fully laxabla allhe rale(e) appllcabla to the ramalnder beneficlary(les). Enlar tho valuo of Ihe trust on
Schedula J, Part II, In order 10 remove II from Ihe calculallon of Ihe lax due In this eslale. You may wish 10 flIe Schedule 0 In order 10
make the election evallable under Seellon 9113. If Ihe election Is made, Ihe lruet or Ilmllar arrangemenlle laxed In the eslate of Ihe
firel decedent .pou.e, the portion of the lrust or elmllar &rrangemenl which benefit. the .urvlvlng .pou.e I. laxed at Ihe zero lax rete,
and the remainder I. taxed althe rale(.) applicable 10 Ihe remainder beneficlary(le.), If you choo.e 10 make the eleellon, you mU.1
aUach Schedula 0 10 a IImely-fiIed tax relum, along wllh Schedule(.) K and/or M in order 10 .how Ihe apportlonmant of the trust or
.Imllar arrangement betwaen Ihe .urvlvlng .pou.e and Ihe remainder beneficlary(lo.),
IlWltl:n011tt)"'.
~ .
.
.
~lHaf'ElHl'ltV_
N€R1TMa TAX RETlRN
RlBIOEN1 0ECEllV/I
EITATI! OF
NAOMI N. SPANOLER
DobIo d dooodonIlllUlt be ,....,.w on ...."".1,
ITEM
NUllBER DESCRIPTION
A. FUNERAl EXPENSES:
1. OINORICH MEMORIALS. MEMORIAL STONE
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
if., ALE HUIIlER
;'1~7
AllOUNT
232Il.00
8, ADllINISTRATIVE COSTS:
1. P.....~...JI.Corrmile6anl
-"'-ROjIl--,.)
-IIIcuIrNllnbar(a)/EIN _"'_ Aap_.lIIl..(.)
--
CIIr
-
Z\I
2-
3,
Ya.{.)CCmm-. "'*"
A...-.y F...
FIlIlIy~OI_'_lanollho_"_n1',_",,_)
CIIinn ROY I:: SPANGLER
__ 7108 WERTZVlLLE ROAD
CIIr MECHANlCSBURQ _ PA Z\I
~"'ClaIrnanlIo_ SPOUSE
1701111
3llOO.oo
4,
_F..
44.00
5, _IF...
8, TM _ ",-"<IF..
7,
.
TOTAL(AIoaenlotonIlno9. RlocapUIIIlon) .
(H monllplOlla -. inIort IdditionaI II-. oIlho _Iile)
.00
MV.II'llPoll~1} _~
," ~
COMMOOWEAlTH OF PENNSYLVANIA
INHERlIANa TAX RETURN
I I
"
'j"
.
i;
:1,
I;;
,
"
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FRED A. IIEX>>WI
FILE NUMBER
21-95-675
Debts 01 deced.nt mu.t be IlIpolttd on Schedul. I,
ITEM
NUMBER
A,
1,
B,
1.
2,
3,
4,
OESCRIPTlON
AMOUNT
FUNERAL EXPENSES:
Egger Funeral Ha1)e
$5,210.00
ADMINISTRATIVE COSTS:
I'efIonaI RepmentallYe'. CommIoslons
N..... 01 P8I1OIlII RepresentallYe (.) C'.a.ry R. Marpoe
SocIal SealI1lyNumber(.)/EIN Numbelol Pel1Ol\ll Repmentallve(.)
SlnletAdd.... lQ9 Pi)3elifle leeta
CIly Newville Stale PA Zip 1724]
y..~.)CommIsaIon Peld: 1 qqR
Attomey Fees
FlrrIy Exemption: (If deoedenr. add.... b not the sa.... IS clalmanrs, Ittach explanation)
Claimant
Slnlet Add....
$ 624.00
$ 500.00
CI1y
Relallonsl1lp of Claimant Illllecodent
Stale
Zip
Probale Fees
$ 85,00
5, Ae"'lOtanr. Fees
6. Tex Relum Prepa..... Fees
7,
B.
9.
1\mre.rtise letters testamentw:y, Valley Times_Star
Advertise letters testamenta,ry, Culnberland Law Journal
Reserved forJ;iUrg first and final I\ccount
$ 36.20
$ 40.00
$ 100.00
TOTAL (Also enter on line 9, Recapltulallon) S 6,595.20
(If IIlOIll space Is needed, Insert addlllonal sheets of the same size)
!
'1
j
;/
,i
...,H'.... .....
t' . .
IITATI Of
111M
HUM.IR
I.
2..
3.
4,
ITlM
HUMIlR
l SCHEDULE J
_ ..~ BENEFICIARIES
FRED A. HEX:KfoVIN
1
fILl HUMBlR
2l~95-675
~"i\!.l:~
-..,:{ti,..
Co.-OI..,.."" CIf ""1""",.'11"
"""'UAlIeI ,.. IIIVI"
"IIOI","UI""'
-.-.
HAME AHO ADORns Of DENlflCIAlY
RELATIONSHIP
AMOUNT OR
SHARI Of lUAU
A. TOJ~abl. 8.q",,11I
Gcuy R. M8.Ipoe & Dorothy.l>W:poe
109 Pipeline Road
Newville, PA 17241
Joan Spino and John Spino
5 Hacker Ave.
Jeanette, PA 15644
one--third
one--third
W, T.. KI.im
Rt. 1 Box 360
Poteet, TX 7B065
Jmres Kuhn
531 Old Edgefield Drive Lot 1
North Augusta, Q\ 2.841
one-sixth
one--sixth
NAM! AND ADDRUS or BINlflCIARY
AMOUNT OR
SHARI or IITATIi
1.,Cha,llabl. vnd Oaw,''''''lnlallll:\vlllll
1.
TOTAL CHARITAUI AND OOVfRNMfN'A~ IF.QUUlS (A". .n'" .n Iin. U. R...pllvl.,t..) S
cil "'.1. .,~;~'b~;;;;~J. Ina..t .d..j'ji;";;;1;""I..' ..m. 11"1
_. .. .-..~' ..., .- .
il
COMMONWEALTH OF PENNSYLVANIA
PEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PEPT2S0601
HARRISBURG, PA 17'28.0601
,.
NO. AA 2 6 9 7 51 "EV.".. EX 1"'''1
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
SALLY J WINDER ESQUIRE
701 E KING STREET
SHIPPENSBURB. PA
101
.97b.PO
17237
FOlD HERE
FOt.DHERE ...
ESTATE INFORMATION:
FILE NUMBER
IMII
1
POSTMARK DATE
o 00/0000
COUNTY
CUMBERLAND
DATE OF DEATIi
.976.20
TOTAL AMOUNT PAID
'I
I
J
I
)
DO
2.'; t?~
RECEIVED BY :;rA~ ""'..-r{~~
MAR V C. L S /./L ~
REGISTER F WILL!f"""";~ tr
REMARKSGARV R NARPOE
C/O SALLV J WINDER ESQUIRE
SEAEHECKII 9
REGISTER OF WILLS
, I
~---- -----------.-,-- -.- -...--.-:---:-- -~....~. --.1...-----:----:;:-----'7-.....,.....""::
, ' l,...." '
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.
I I
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IlelERITANCE TAX DIVlSlOH
DEPT. rauo!
HARRlSIURD, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-15-1998
HECKMAN
08-22-1995
21 95-0675
CUMBERLAND
101
A.aunt R..ltted
SALLV J WINDER
701 EKING ST
SHIPPENSBURG
PA 17257
c....
*'
I.,.UU.. ", ,".,"
FRED
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v:is4j-EX-AFii-rii'9-:97Y-iiiii'"icE--on-NHEifiTANCE-i'"AX-APjiiiAisEifEiil"~--ALUjiiANcE-iiR-------_m_--m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HECKMAN FRED A FILE NO. 21 95-0675 ACN 101 DATE 09-15-1998
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,595.20
9. Funeral Expan...'Ad.. Coata/Hi.c. Expan... (Sch.dule H) (9)
10. Dabt.IHortgaga Llab111tl../Llana (Schedule Xl nO) 245.71
Tot.1 Deduotions (11)
Kat Va1u. of Tax R.turn (12)
Charitable/Government.l Bequa.t.) Non-elact.d 9115 Trust. (Schedule J) (15)
...t V.1... of e.t.t. Subj.ot to T.x (14)
If an assessment was issued previoUSly, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A-ount of Ll~ 14
16. A..unt of Ll~ 14
17. ~t of Ll~ 14
18. Prlnolpal Tax Du.
TAX RETURN liAS I I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Eat.t. (S~dul. A)
2. Stock. and Bond. (Soh.du1. B)
3. Clos.ly Held Stock/Partnarahlp Int.r..t (Sc~dul. C)
4. Hortg.g../Not.. Rec.ivabl. (Schedul. D)
S. C..hlBank DepoaitalHi.c. P.r.onal Property (Sch.dul. E)
6. Jointly Owned Prop.rty (Sch.dule F)
7. Tran.fer. (Sch.dule 0)
8. Tot.l A...t.
11.
12.
15.
14.
NOTE:
.t Spou..l rat.
t.x.ble at Lineal/Cla.. A rat.
taxable .t Coll.teral/CI... Brat.
TAX CREDITS:
PAYHENT
DATE
02-11-1998
RECEIPT
HUI1IlER
AA269751
DISCOUNT I.)
INTEREST/PEN PAID (-)
131. 45-
) CHANGED
II)
(2)
(3)
(4)
IS)
(6)
(7)
.00
.00
.00
.00
12.472,59
.00
,00
(B)
NOTE: To in.ure proper
credit to your account,
aub.it the upper portion
of this fora with your
tax p.y..nt.
12.472.59
6.840 Ql
5.631.68
.00
5.631.68
.00
.00
844.75
844.75
844.75
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL IKTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. _
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU KAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FOHN FOR INSTRUCTIONS,)
lIS)
(16)
(17)
.00 X .00.
.00 X .06.
5.631.68 X .15.
(18)
AHOUHT PAID
976.20
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~;;:.1~1..~~'
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,-.cT'.
;\ ~-; :
N1
~'~'1
RCCtli
nUl,".;'..
"I
,:iU~
'98 SEP \6 P7. :12
CI~rl\
CumV
elll
PA
,I.
RESERViTlG." E.tat.. of ~h dylna on Dr IMitare Decnber 12, 1982 .. if MY futura inter..t In the ..t.t. .. tr",,'.rred
1n po.....lon or enJ~t to Cia.. . (coll,terall ben.flol.rJ.. of the decedent .,tlr the expiration of ~ ..t.t. for
II'. or for ~r., ~ ~lth ~rebY expr...ly r...rv.. the right to eppral.. Ind ...... t~.f.r Inherltenc. Tax..
at the l...ful el... . (colbt.,..U nt. on MY auch future Inter..t.
........ OF
t<<)nCEt
PAYtENTt
REFUND(CRh
OBJECTIONS.
....IN
ISTRATlYE
CCltRECTIOHSI
DISCOUNT ,
PENALTYI
INTEREST.
To fulfill the requlr..-ntl of Section 2140 of the I~rltenc' BOd E.t.t. Tax Aot, Act 21 of 1995. (72 P.S.
SeotJon 9140).
D.tach the top portion of this Hotlc. BOd aut.lt with !I'')Ur Plyunt to the Reghtar of 111111 printed on the revar.. lide.
--MIlk. check or IIOIMIY orOar Plyllb.. tOI REGISTER OF MILLS, AGENT
A refund of . tax crMt1t, which .... not r~.ted on the Tax A.turn, ..y be r~.bd b~ ~l.Ung WI -ApplJcaUon
for R.hnd of """Qlv.nla Inherlbnc. .... E.tab Tax'" (REy-un). Application. .r. avalbbl. at tho Dff1ca
of the Real.t.r of NIII., eny of the 23 A.v~ DI.trlct Offlc.., or by c.lllng the ~Ial 24-hour
en....rlng "Mllca ....r. for fa,... Ordering I In Penn.ylvenl. 1-8DD-36Z-ZD50, oubldll Penn.ylv...l. end
M1thln local Karrlailur. a~ (717) 787-8D94, TOO' (711) 77Z-2Z5Z (H..rlng lepa1red Onl~).
Any p.rty In Int.r..t not ..thf1~ Mlth the eppr.l.-.nt, .Uowenc:. 0,. db.UowllnCe of daduaUon., or .....~t
of tax (Including discour'lt or Int.r..U .. shown on this Notlc. lILI.t obJlMlt Mlthin .hct~ (6DI days of reo.ipt of
this NoUce by,
--writt... prota.t to the PA o.p.rt.ant of Ravenue, lo.rd of Appeal., o.pt. Z81D21, Harrisburg, PA 17121-1011, OR
--.boUon to hava the ..ttar debralMd et audit of the KCount of the parlJonlll r..,r..."t.Uv., OR
-"appul to the OI'Phan" Court.
Factual .,.ror. dlscovared on this .........,t .hoUld be addr...ed In ",.It1na tOI PA Dep.rtHnt of Ravanua,
Iuraau of Individual Tax.., ATTHI Po.t ,....seent Aayl.v unit, Dept. Z806DI, H.rrlsburD, PA 17128-0601
Phone (717) 787-6505. Sea pea- 5 of the bookl.t "In.tructlon. for Inhe,.ltllnCe TeM A.tunn for e A..ldant
Decadent" (REV-lSOI) for... .xplanatlon of ad.lnl.t,..tlvaly correctabl. .rror..
If ...y tax dlM is p.ld vlthln thr.. (;51 c.land.r IlOrlth. eftar the decadent'. de.th, . fly. paroaot UXJ dlloount of
the tax p.id I. .llowed.
The I~ tax .-na.ty non-p.,.tiolp.tlon panalt~ 1. coaputed on the tot.1 of the tax and lnt.r..t ......ad, end not
p.ld bafo,.. Janu8ry 18, 1996, the flr.t d.y efta,. the and of the t.M -.ne.ty parlod. Thl. non-p.rtlolp.tlon
J*Ul1t~ h appe.labl. In the .... ......r .... In the tha .... U.. pedod .a YOU would ~.I the t.x and lnt.r..t
that he. bean .....Nd e. Jr~lcat~ on thla noUca.
Int.,...t h charged bealmlng vlth first day of da1J~, 0,. nine (9) aonth. and one (11 day frOll the ct.t. of
deIIth, to the data of p~t. Tna. which bK.. ddlnquant bafo,.. J.1uary 1, 1912 bur Intar..t .t the r.t. of
.b: (6%) parcent par ..... c.lcul.ted .t . dIIlly r.ta of .000164. All tex.. which IlK... deUncr.eant on end .U.,.
~ry 1, 191Z viii baa,. Int.r..t .t a r.t. which viII v.ry fru. c.l~r y.ar to c.lendar y..r with that r.ta
annoI.nCad by the PA OIlparbtant of Aavanua. TM ...Ucebl. Inta,...t rat.. fo,. n8Z through 1998 .r.1
!!!t Intar..t Rata D411v Int.r..t Factor !!!r Int.r.st Rat. D.Uv Int.r..t FlMltor
1'8Z 20% .GIOM8 1'87 OX .0DOl41
,,.. '6% .000413 1'18-1991 "X .ODOnl
,_ "X .000301 '''2 OX .000l47
1985 ,,.. .OOD356 1993-1990\ n .000192
19116 ,.X . G00274 1995-1998 OX .000f41
....Int.r..t 1. calculat~ .. followlI
IItTEIIEST . BALAlfCB OF TAX UIlPAID X IIUIlBER OF DAYB DELIHQUEIfT X DAILY IHTEllEIlr FACTOR
"-Any Notice Istwd aft.r the tax bKoIte. dIIUnquant wll1 raflect ." Int.r.st calcul.Uon to f1ft..., US) da)'l
bayond the data of the ..........t. If payawlt Is uda .ftar the lnt.r." coaputaUDI1 date ehovn on the
NotIce, addltlDM81 Int.r..t .ust ba calcul.ted.
1
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~ JJ.ct}.....,\..Ct.~,
Date of Death: go !.}..:)... , qS-
Will No. d-I-C,,<\, -D~7C::- 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. 1 is Yes, state the followinga
a. Did the personal r~resentative 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 ~te 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.
Fii.il-;( '. J I A. )'1\1.-
signat.ureu
Stdt~ ....). L/U,',\o...C/
Name ~lease type or print)
If) I El<l:}~ <;;t ';;'1"~llr)'./~(,t"wc:.., f}'\
Address ;:::j H ~
ill) ~- 3.;) Jjlf".7l..
Tel. No.
Date:~
o
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Capacity: Personal Representative
~counsel for personal
representative
o:l
P'
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