HomeMy WebLinkAbout95-00718
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Estate 01 Marqaret ~1. ncfelfinqcr
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
J.1-Q5-'7IK
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No.
To:
Register of ~1!!.!.!1r ihe d
Deceased, County of '-U1.""",r an In the
Social Security No, 1 R R - 1 6 - 'i 66 q Commonwealth of Pennsylyanla
Thc pctltlon 01 the undcrslgned rcspectfully rcprescnts that:
Your petltloner(tl. who Is/ooc: 18 years of age or oldcr an thc executor
In thc last will of the above decedent, dated """"""ry I I ,
and codlcll(s) dated
named
,19..93-
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(stlte relevant clrcnmstances, e.l. renunciation, death or executor, etc.)
Dcccndent was domiciled at death In r"wv,..1,mn County, Pennsylvania, with
I1>>r last lamlly or principal residence at 304 F.. Iouther street. Carlisle
(tiltlte<<t, number and munclpatily)
Dccendcnt. thcn R4 years of agc, died Satnrday. september l6. ,19 95
at Pol,yclinic t-lPl'lical center. Harrisburq, Pennsvlvania .
Except as follows, decedent did not marry. was not divorced and did not have a child born or adopted
aftcr execution of the will offered for probate: was not the ylctlm of a killing and was ncver adjudicated
Incompetcnt:
Dcccndcnt at dcath owned property with estimated valucs as follows:
(If domiciled In Pa.) All personal propcrty
(If not domiciled In Pa,) Personal propcrty In Pcnnsylvanla
(If not domiciled In Pa,) Pcrsonal propcrty In County
Valuc of rcal estate In Pennsylvania
situated as follows:
6'0-0-0
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s
s '<;4 nrtJ
WHEREFORE, pctltloner(s) respcctfully rcqucst(s) the probatc of the last will and codlcll(s)
prcscnted hcrcwlth and the grant of tCllers nf' tp<:t,m",nt"ry
(lestamentarYi administration e.t...i administration d.b.n.c.t...)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERL1\ND
Thc petltloncr(s) above-named swcar(s) or affirm(s) that the statemcnts In the forcgoing petition arc
true and correct to thc best of thc knowledge and belief of pctltloner(s) and that as personal represen-
tatlvc(s) of thc above decedent petltloncr(s) will well and tr dmlnlster the estate according to law.
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Sworn to or affirmed and subscribed f
belorc me this 26th day of . Fr H fe in er
. SJ;f:IIixw' . .I L19~ -
IiltM (',,;VIed.; /.'Quf-, 1/J(-t1i:' )r7$,"
M Y C. LEWIS Register J-.fJ-
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No. "_Qc;_71R
Estate of
Marqarot W. lIefelfinQcr
, Deceased
DECREE OF PROD A TE AND GRANT OF LETTERS
AND NOW September 28 19-.2L, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the lnstrument(.) dated FP],rllJl>:y] 1. 1 g93
demlbed therein be admitted to probate and filed of record as the last wlll of
Ma'VArel: l~. Hefelfinger
and Lellers Te.qtJlll'Pnt"l:Y
are hereby granted to R. Fred Hefe1finger
MAR
FEES
Probate, Lellers, Etc. ....,.... S 70.00
~ortA~rt~cates( )......,," S 3 . 00
P. E. ~.uu
enunc at on ,............... $
JCP S 5.00
TOTAL _ S 87.00
FUed. . .~.~~!:.... ?~ 1.. ~.~~?...........
James D. Flower. Jr.. ~qa. fi06272
ATIORNBY (Sup, Cl, I,D. No,)
11 F'lSt Hiqh Street, ('"..lisle. PA 17013
ADDRESS
(717) 243-5513
PHONE
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CALLED ATTORNEY ON SEPT.
21~95~71B
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1!Lnst lIiU nub Qrestnuuttt
OF
MARGARET W. HEFELFINGER
I, MARGARET W. HEFELFINGER, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make,
publish and declare this as and for my Last Will and Testament, hereby revoking and
making void any and all former Wills, Codicils, or writings In the nature thereof, by me at
any time heretofore made.
FIRST: I hereby order and direct my Executor, hereinafter named, to pay all
my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer
and Succession Taxes, as soon as may be conveniently done after my death, out of my
residuary estate.
THIRD: I hereby give, devise and bequeath the Hefelfinger family home
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SECOND: I hereby give, devise and bequeath my vanity, brown cedar chest, I
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and iron bed, to my daughter, MARY ANN HEFELFINGER.
painting, the Waggoner family home photograph and my gilded mirror to my son, WILLIAM
H. HEFELFINGER.
FOURTH: I hereby give, devise and bequeath my marble top stand and Lane
cedar chest to my son, R. FRED HEFELFINGER.
FIFnI: All the rest, residue and remainder of my estate, be it real, personal
or mixed, of whatsoever kind and wheresoever situate, I hereby give, devise and bequeath
in equal shares to my son, R. FRED HEFELFINGER. my son WILLIAM H.
HEFELFINGER, and my grandson, RHEIT LEE HEFELFINGER.
SIXTH: I direct my Executor to sell my home located at 304 ElISt Louther
Street, Carlisle, Pennsylvania. At the option of my Executor, my heirs may divide any other
items of personal property lIS they see fit, and the value of any such additional personal
property shall be charged against the share of that heir. Otherwise, my Executor shall have
full power to sell or otherwise dispose of the remaining household contents, personal
property or other tangible property in my Estate. My Executor shall have full power to
resolve any conflict or dispute concerning any division of said personal property.
LASTLY:
I nominate, constitute and appoint my son, R. FRED
HEFELFINGER, to be the Executor of this my Last Will and Testament. My Executor shall
not be required to file bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
\ \.:;l.:{", day of February, 1993.
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Margaret W.'He elfi ger
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
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COMMONWEALTH OF PENNSYLVANIA )
: ss
COUNTY OF CUMBERLAND )
I, Margaret W. Hefelnnger, Testatrix, whose name Is signed to the attached or
Coregolng instrument, having been duly quallfied according to law, do hereby acknowledge
that I signed and executed the Instrument as my Last Will: that I signed It willingly; and that
I signed It as my Cree and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged beCore me, by Margaret W. Hefelnnger, the
Testatrix, this \ \ ,::k.t~ day oC February, 1993.
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Margaret . Herelfi ger, Testatrix
c:; CIA1I~' (-: ~~
,:j Notary Publlc
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\ NOTARIAL OfAL
J,,"IC[ E, HERTZLER, NOTARY P\I8UC
CUM8EllLJ.ND COUNTY. CAIIUSLE, PA
MY COMMISSION EXPIRES FEBRUARY 4, 1895
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COMMONWEALTH OF PENNSYLVANIA )
: ss
COUNTY OF CUMBERLAND )
We, Patricia D. Olyarnik and James D. Flower, Jr. .
the witnesses whose names are signed to the attached or foregoing Instrument, being duly
qualified according to law, do depose and say that we were present and saw Testatrix sign
and execute the instrument as her Last Will; that Margaret W. HefeInnger signed willingly
and that she executed it as her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and
that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of
sound mind and under no constraint or undue innuence.
Sworn or affirmed to and subscribed to before me by Patricia A. Olyarnik
and
James D. Flower, Jr.
this 11 th
day of February, 1993.
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Witness
~'~I~'1-~ ~'GI~
'.~ Notary Public
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JIo,llICE .. \tJIO COUllti, E&IIUMW -, 1-
CU\l\ltRss~ll E:/.PI\ltll f
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
~largaret W. lIefelfinger
September l6, 1995
Date of Death:
will No. 1995-00718
Admin. No.
To the Regislerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court 'Rules was served on' or mailed to
the (allowing beneCiciaries of the above-captioned estate on
Ocbober 19. 1995 :
Name
Address
R. Fred Hefelfinger, 247 Baltimore Sb:eet,Carlisle, PA l7013
Mary Ann Hefelfinger Gordon, 2l Susquehanna Avenue, }\Pt. 201. Enola. PA 17025
William H. Hefelfinger, 655 llerr's Ridge Road, Gettysburcr, PA l7325
Rhett Lee Hefelfinger, 304 E. Iouther Street, Carlisle, PA l70l3
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
Date: October 19, 1995
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Name Jarres D. FlCJool8r, Esquire
FI..CMER, M:>RGENl'W\L, FlD'IER
Address & LINDSAY
11 East High street
Carlisle, PA 17013
Telephone( 717) 243-55l3
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Personal Representative
X Counsel for personal
representative
Capacity:
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20. "Uno 19 I. _ than Uno 11. _ the em....... on Une 20. ThI.I. lhe OVIRPAVMENT.
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21. "Un. 111. g_ than Uno 19. _ the em....... on line 21. TIll. II tho TAX DUr.
A. !nter the 1_ on the bora- duo on Uno 21A.
B. !nte, tho total 01 Uno 21 and 21A on Uno 211. ThI. I. Ih. BALANCE DUr.
, MeIce Qed< Peye.... tel llewlate< ef WIll.. A,..,
i U SUO TO ANSWER ALL QUunON5 ON REVERSE 51 DB AND TO RECHECK MATH
; ~'"altl.. a. perfury, I dedare that I hll'N examined.hIt I'tNm, JndudJng accompanying achedul.. and IfGtlmlnh. and to ,hi b..t of my Ieno.l,age and beUef.
! If coN'Kf and co 'et.., declare that aU ,.oIet'at8 hGl bien reportea at true mon.t yalue. CHlorotio" of prepar., other ,hon lhl plnonal r.pr...n.atl.,. I'
i On aU Inform wflfch orw hen: knawledge.
:\,111 0 HI I AGD_ IS DAlI
~ 247 Baltimore Street, Carlisle, PA 17013
IN A JV AOgUU
: i It 11 East HiRh Street, Carlisle, PA
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPUCATE
WITH REGISTER OF WILLS)
95
VUR
0718
HUMin
er " lU'OU~"" 0
POVIRTT CRID" IS C1.AIMID
'ILa HUM.1lI
E
COMMONW'AlTH o. PfHNSnYANIA
DIPAITM'N' 0' 11YINUI
H"o,,"'lfl~., ~~ .._t J 5-57
N ,j ,AHMI INI"''''
IIEFELFINGER, MARGARET W.
21
COUNTY COD!
..' "' AD ~ .
304 East outlier Street
Carlisle, Pennsylvania
Cumberland
AMQI.OH'II IVI II INlnuc:nOHII
17013
D 3. R...alnd., R.lum
(10, dot.. 01 d...h prio, 10 12.13.821
D 5. fedo"" lItote Toa R.lum Requl,od
II IAn NUMlU
188-16-5669
OAtI 0 DUo'"
9/16/96
"oVftlIC,AIUJ &uaYMNG II'OUU"""'" ,.u., ..." AHOiMDOU 1Hl~
n/a
g I. Origlnol ROlum D 2. Suppl.....tal R.tum
o A, limited !lIote D Aa. ~'e I......t eo!"plOtnl..
(10, dot.. of death atter 12.12082J
o 6. Dowel... Died T_o D 7. paced.nt Malnlol.ed 0 Uvl"1l TRIll
lAltodt copy 01 Will) CAltodt copy 0' TRIll)
ALL CORRISPONDENa AND CON.IDENTlAL TAX INFORMAnON SHOULD BI DIREam TO.
~mes D. Flower I!!;;~'r g 1 Street
HON Carlisle, Pennsylvania l70l3
717 243-5513 (')0
_ 8. Tolol Nu..b., 01 Sole D.po.11 Bo...
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42.088.11 - (J, '"
I. 11oo1 "tat. (SelIedul. AI /11 .~ )
2. Slocb OIId Bond. (SdIodul. BI (21 i~;;
3. Oo,",y Hold SlodcIl'onnonJ./p '''''11 (Schodul. CI (31 L-:l
A. Mongoge. Dad Not.. Roafotable (Sched.I. DI IAI '0
5. eorJ,~ D~atlh & Mltcellaneou. P.no.al PlOpO'" (5) 3,026.00 ; '. ~
( Ie E)
6. Jolntfy Owned PlOport)' (Schedul. FJ 161 396.14 ~, , v; "
J;~ (fl
7. TnwIen (Schodule OJ (Sched.I. II (71 0,
8. Total Gtou ,,_ (toIolllnoo 1.7) (8 J 45.510.25
9. ~~. AdmWtstarive eoll.. Mltce/loneau. 191 4,642.56
Ixpomeo ( chocMo HI
10. Dabtt, Mongoge Uabllllloo, lion. (Sched.le II 1101 11.Q14.36
11. Total Dodualan.ltotolllnoo 9 & tOJ (111 18,556.92
12. No! Value 01 Euote (line 8 mlnu. Uno 111 (12) 26.953.33
13. Garitable and o..._..._.lol Bequ.... (SelIodul. JI (13)
lA, No! Value Subloct to Tox e 12 mlnu. Uno t3) (IA) 26,953.33
IS. Spoutal TIOOIIen (lor dateo ef dacrth alter 6.3D-9AI
5H I._on. lor :r.~1e "-ge 011 R..... (15) )C._-
S/do. (Includo valveo """ Schedvlo K ... Schodule M,I 26,953.33 1,617.20
16. ",,-unt ef Uno I~ '....ble at ~ 10\0 116) )C ,06-
(lnclud. volu.. 110m Schedul. K or Schedule M,I
17. "'-unt of Uno I~ '....bl. ot IS" late 1l7J II ,15 .
(lnclud. volu.. I",," Schedul. K or Schedul. M,I
lB. Prfnclpol toa.w. (Add tDJl 110m Un.. 15, t60nd 17,1 (181 1.617.20
19, Clodl'. Spoutal Poverty Cledlt PrtOf Paym.nt. DJacoun. Int.rau
(19J
(201
ClaNk l1r.u" .1 you nIl:!' II'llUl!''ShllC'f U II1'und 0' your nvt'lpoymt'nt.
1.617.20
(211
(21'"
(21BJ
OAfl!
17013
Act '48 of 1994 provIde. for the reductIon of the tax rate./mpo.ed on the net valu. of tran.fe... fa or for
the u.. of the lJIou,.. The rate. cg p,..crIb.d by the datut. will b.,
. 3% (.03) will b. applicable for edat.. of decedenta dyIng on or after 7/1/94 and before 111/96
. 2% (.02) will be applicable for .dat.. of d.cedenta dyIng on or after 1/1/96 and before 111/97
. 1% (.01) will be applicable for ntat.. of decedenta dyIng on or after 1/1/97 and b.fore 111/98
. Spou.al trana/e... occurring on or after 1/1/98 wID b. .x.mpt from Inherltanc. tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARl,< (,..) IN THE APPROPRIATE BLOCKS.
U 0
1. DId d/lCf/dent make a transfer and:
a. retain the us. or income of the property transferred, .......................................................
x
X
b. I'IItaln th. right to d.slgnat. who shall us. the prop.rty transf.rr.d or Its Incom., ...............
c. retain a I'IIvenfonary fntered; or ...................................................................................
X
d. receive the promi.. for IIF. of either payment., beneflt. or car.' .......................................
X
2. If d.oth occu/Tlld on or befol'll D/lCf/mb.r 12, 1982, dld d.c.dent withIn two yea... pr.c.dlng
d.ath transfer /Irope~ without I'IIClIlvlng ad.quat. CIlnslderatlon' If d.ath occu/Tlld after
D.c.mb.r 12, 1982. dli:l decedent transfer property within on. year of death wlthoutl'llc.'Ylng
adequate conald.ratfon' ................. ......... ..................... ......... .................................... ........
X
3. DId dec.dent own an 'In trust for' bank account at hIs or h.r d.ath'......................................
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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CQMMONWIA,TH 0' PlNNI\'\YANIA
INH'OI'ANet TA' "ru'N
".'DINt DIaDINr
UTATI or
SCHEDULE A
REAL ESTATE
riLE NUM81R
MARGARET W. HEFELFINGER 2l-95-07l8
IP,.p,1Iy ,.Intly..wned with R'ghl of SUlVlyenh'p mu.1 be .n..losed on Schedule rJ Allleol ellote Iheuld be .....1I.d 01 fo', moolcol yolue
which II delln.d oe the pllce at which p,.peny would be elchongeel b.tween a willing buy.r and a willing IoU." nenher being cempeU.d
to bu 0' 1111, both havl" reolonalll. Icnowl.d . 0' the ,.Ievant fadl.
I.
DESCRIPTION
304 Eaat Louther Street, Borough of Carlisle,
Cumberland County' (settlement sheet attached)
VALUE AT DATE
or DEATH
ITEM
NUMBER
2.
Real estate tax reimbursement
42,000.00
88.11
TOTAL IAllo enler on IIn. ,. Rlcapllulallon)
(If mar. Ipac. il n.,d.a. int.n oaaiUona' .h,,'t allaml tin.'
5
42,088.11
A. ::;1:; J;'l'LEMENT STATEMENT
U.S. DEPM1l'lEHT Of' 1l0UDING
1JID URBAH DEVELOPMENT
OMB NO 2502.02iS
qr
e, TYPI or UlAN ,
1. I I FHA " II ""'" 3. t J con.... Un1a'I" rJl..! tlUMDtR I' LOAN tlUMDER ", MORTOAOE INS CASE tnJMUERI
., I I VA ., ( J cony. Ina. ]1"1)1604
C, HOTIIThla (OrM ie furniahed tD give you . Itateftent of actual ..ttl.~.nt coat.. Amount. paid to and by the ..ttl~.nt 8gent I:
Are ahovn. It... lUrked -IPOeJ. "e..e paid OUt. ide the clcaing, th.y are ahewn he..e tor informatlonal purpo... and are
not included 1n the total.. ." 05-95 16/]1739604)
D, NAMI AND ADDRI8S or DORJtON!:R E, HANI AND ADDRESS or SELLER F. HAHI AND ADDRESS or LENDER I
I
RHETT L. HIPILPINOER and ESTATE OF HAROM.BT W. FINANCIAl. TRUST COMPANY !
ULLY L. Hlnt.PINaIR HEFELF'tNOER Ono Weat H1gh Stroot I
30t I..t Louther Str..t carll.le, Penn.rlvant. 1'01)
carli.le, penn.vlvant. 1101)
0, PROPERTY LOCATIDtf H, SI'M'LEMENT AaENT :ZS'16961U 1. SET'TLDlEHT DATE
)04 8..t Louther Streat noWER, MORCDmlAL, FLOWER .. '41NDSAY
Carlial., PA 11013 o1uly 18. lU6
CUmberland County, PA PLACE OF SETTLDCENT I,
11 Za.t High Stratt
Carliala, Penn.ylvanta 110ll ~
J, st.H4ARY or BORROWER'S TRNfSA~IOlf K, SUMMARY OF SELLER'S TRANSACTION i
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. . . - - - ;
i
112. C12. 'I
1:10. GROSS N40UHT DUE FROM BORROWER U.B31.1:I1 no. OROSS AMOUNT DUE TO SELLER 42.0Ba.ll Ii
"nn ' o..ft ft. no .. o~.. 0 OR bORROWRR ".. .. .~,- N~ ~ SRlHR II
,. \natnJct\nnll II
~ n. ".1" 11
..I...~~ . , i
'n " I
m 104n ,I
... ',n, II
,I
:t n 'n 'n I
'0 'n
. . - . " ., '-10-"
".
.u
219. 5151.
220. TOTAL PAlO BY/FOR BORROWER ]2.019.55 520. TOTAL REDUCTION AMOUNT OUE SELLER >>,...,.. ,I
lOa. CASU AT SElTLEMmT FROM/TO BORROWER 600. CASH AT SElTLEMENT TO/FROM SELLER
J01. Cro.. Amt Due from Borrower IUne 1201 U.831.81 601. Oroaa Amount Due to Seller 1l1ne 420) 42, OBa. 11 --11
302. Lea. Arnt Paid by/for Borrower (11ne 2201 I J2.019.':.51 602. Le.. Reductlon. OUe Seller (line 5201 I 12,884,1;51 r
303. CA'" IXI PROM I I TO BORROW l1,B18.26 60L CASH (xl TO II PROM SELLER J9.20).Vi Ij
Th' und.relgn'd hereby .("}"':o:.l~P or a completed copy or pag.. 1'2 or thi. Itatement .. Any attachment. roferred to herein,
eoRROWER I jt/V , -
ESTATE OF MARCARET N, HEFELFINCER
SELt.ER ;11)/y r
RH~: HIFELFINCER . '"7. - ~
BORROWER 1. 'j1 /~.I ,X, c..~ ~A //,.." ~ BY,
- K"ELL\'-L. Uf;d:LFINOER / / 77 -Y SELt.ER II ""
mm'l"1 f] -861 RE9PA. liB nos. ;
IIV.150J U+ '''61 J.:..:~'~
_o!ii.z..:
COMMONWIAlfH 0' 'INNIY1YAHI...
INHllnANCI f.... .nuI'"
'IIIDIN' DICIOIH'
SCHEDULE B
STOCKS AND BONDS
T OP
MARGARET W. HEFELFINGER
21-95-0718
(All p18pelty lelntly..wnod wllh RIght 0' Survlyenhlp mull be dlldele" on Schedule P.,
ITEM
NUMBER DESCRIPTION
VALUe AT DATI
or Of Am
1.
None
TOTAL (Aho .nl., on line 2, R.co II.lollon
,,, more .poc. il "..d.d. in,.rt adJillonol ,h..,. at 10m. sill.)
s
~
A~.lID4 IE)(. C7.13)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "C"
CLOSEL V HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
MARGARET W. HEFELFINGER
FILE N~r~1\f.I!.0718
CSCftNu11 "Col" or '"c.J" mull bl .Ulcnl. for ..eft bUlln... Intl'.u of ",. eIK.I"I. PI"" .",n - FOorlttonntD.1
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
I.
None
TOTAL IAI.o enter on line 3, Rec8pltuletlonl
s
(If mora IPDCI I. nlRld In,," ,aalllon,1 sh,.n of ..m. Ilu)
r
I
.
" ,~
.
_.__.~. -""'_..- ....._c ..._~_
UY.1501 n. 16-161
.t~
COMMONWfALfH 0' 'INNIYlYANIA
INHflITAN(1 TAl lIrul...
USIDIHT OrelDINT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
ATI OP
MARGARET W. HEFELFINGER
, LE MB
2l-95-071B
(All p..potty lolntly..wnod with RighI or SUrYlvonhlp mU'1 be dl.do..d on Schodulo PI
ITEM
NUMBER
DESCRIPTION
VALue AT DATE
0' DEATH
1,
None
TOTAL (Ailo .nll, .n IIn. A. Rocopl.ulollonl
(II mar. .pat. ;, nt.d,d inl." additional d...,. of lam. lin,'
Is
,. ",' _u. ~" .. .. ...:..' ".......,........ ~
. ~..'+ -l""'t,'l.,..~:'~'<?~-":":'<-' ,,:~,''''' "",,~ ','
..........;....,,'""'."'"..,
CCMMQNWfAlJH 0' ,INNSYtV4N1A
INHdffAHa TAX 11I1IIH
IIIIDIHT D.ClDIHf
, SCHEDUU'.:
CASH, BANK DIPOSns AND
MISCELLANEOUS
PERSONAL PROPERTY
.
.,.,.-",...._,......".,........,---~.
Plea.. Prlnt or 11 e
M R
2l-95~0718
MARGARET W. HEFELFINGER
(All _1"""',__...... with ,''' llIeh' 011..""...",. __... oIIodeoM - __"
N~ER DESCRIPTION
YAWl AT
DATI OP DRAm
1. Farmers Trust Company - Certificate of Deposit
093383
l.526.00
2. "..Household goods
1,500.00
5 3 026.00
I-ell .dcllllOftal8l\" . n"....... 'f __ .._It --I
. .
FARMERS UD
TRUST 11II
Aucust 13, 1996
R Fred HefeJflncer
247 Baltimore St
Carlisle, PA 17013
Rel Estate of Marcaret W Hefelflncer SSN 188-16-5669
Date of Death: September 16, 1995
Dear Mr, Hefelflncer;
In answer to your request concernlnc accounts owned, eIther
separately or Jointly, by the above referenced decedent and the
balance In each account as of the date of death, we have checked
our records and are submlttlnc the followlnc InformatIon In
duplIcate, We succest that you fIle one of these letters attached
to the PennsylvanIa Inventory forms (RCe) to substantiate the
balance you report.
Note that we have shown the correct reclstratlon for each account,
Also, Interest accrued to the date of death, If any, Is listed as
a separate flcure.
CertIfIcate of deposit U93383 was opened 11/24/90 with the Interest
compoundlnc semi-annually, The value of the certIficate as of
9/16/95 was $1,526.00. The certIficate was reclstored In Maraaret
W Hefelflncer's name alone.
S.I,/elY,
~~ ~SOV'-(
Karen T:Z:n'e --
Supervisor Customer ServIce
One West High Street P'Q, Box 220 Carlisle. Pennsylvania 17013 (717) 243-3212
-'\':'
11....11""..1-1"
C~HWUIf" Of 'IN""''''&"I&
IH"U'''HCI 'AI "'UIH
IUIOnH OICIOIHI
SCHEDULE F
JOINTLY-OWNED PROPERTY
MARGARET W. HEFELFINGER
fiLE NUMBER
2l-95-0718
UTATE Of
Joint t.nant(.)!
A.
NAME
R. Fred Hefe1finger
ADDRESS
247 Baltimore Street
Carlisle, PA 17013
RILAnONSHIP TO DECEDENT
son
II.
c.
Jolntly...wnocl plOperlYI
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE Of
NUMBER JOINT MADE DESCRIPTION OF PROPERTY
TlNANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1. l\ ';I/LJ./ ';I' Fanlers Trust Compnny-
checking account -- 01085778 792.27 50% 396.l4
I
TOTAL (Allo .n'" on IIn, 6. R.cophuJollanl IS 396.14
{If mort spoc. i. n..d.d in,." additionol,h.." 0' 10m. sin}
,
i
r
,
,
IfY.llftUj60'"
., ,
w
NOTICE OF DECEDENT
ACCOUNT STATUS
COMMONwrAl'H 0' 'INN50YIYANIA
DlPA.'M(Nr or UVI:NUI:
IUUAU 0' INDIVIDUAL 'AXil
PO" OffiCI: lOX 1211
"AUIUUIO rA I7IOS.ln,
A f~1
HEFElFINGER MARGARET
DECEDENT R BlR
INFORMATION 188-16-5669
clr ro
304 E LOllTHER ST CARll SlE
"rJ . nllla J
FINANCIAL
INSTITUTION
INFORMATION
ACCOUNT
INFORMATION
JOINT
SURVIVOR'
BENEFICIARY
INFORMATION
JOINT
SURVIVOR'
BENEFICIARY CI
INFORMATION
JOINT
SURVIVOR'
BENEFICIARY
INFORMATION
JOINT
SURVIVOR'
BENEFICIARY
INFORMATION
OAr OF EArH
nrJ
FINANCIAL TRUST CO
A ORE
P 0 80X 220 CARLISLE PA 17013
FOB R
717 I 243-3212
((l)th.ek block Ir nom. or a-*dr... chang.
o Joln' Sa.Ift.. l!iXl."" a...~lftO 1085778
ruin'.....' I. at. a .01 ED
$792.27
FLACE CHECK IN BLOCK BElOW IF ACCOUNrWAS ESrABlISHED BY A TRANSFU OF FUNDS FROM ANorHER ACCOUNr rHAr
WAS REGISURED IN THE NAMES OF THE SAME JOINT OWNUS AND ENUR filE DATE ORIGINAllY ESTABLISHED,
o Rolla.., Accounl_ Dol. OriglftGUy E.tabh.h.d
"
HEFElFINGER
D
247 8AlTIMORE ST
CARLISLE
PA
srAr
OFFICIAL USE
ONLY
F RCE rT B
17013 Z P CODE
rAX RAlE
OFFICIAL USE
ONLY
FUCENr TAXABLE
ZIP CODE
rA RAlE
OFFICIAL USE
ONLY
PUCE T AD E
ZIP 0 E
rA AAlE
. n I a OFFICIAL USE
ONLY
PU ENr rA ADLE
ZIP CODE
TAX RAlE
E
186-28-2844
SON
."
,,'
ADDRESS
STAlE
RE 10 S P DE EbENr
..,
,,'
D RES
rATE
RE r ONS P DECEDENr
"
,,'
ADDRESS
Ir
STAlE
RELATIONSHIP DECEDENr
I certlfv that the above Inlormollon II true, correct ond complete.
AME Of PREPARER . PLEASE PR r
SHAWNEE E SMITH
~~!!12
DAlE
9/21/95
UY.UIO IX. 12"7)
.
COMMONWU,UH 0' PrNNI,YtYAHIA
INHllnANe. TAlC lnu'H
"IIDINT DICID'N'
SCHEDULE G
TRANSFERS
'lEASE 'RINr OR IY'E
ESTATE 0'
MARGARET W. IlEFELFINGER
fiLE NUMBER
21-95-0718
TIlII ICHIDULI MUST BI COM'LfTlD AND flUD IfTHI ANSWER TO ANY OfTllIQUUTlONI ON TIll RIVERSI SIDla'TIlICOVIR SHIIT II YIS.
ITEM DISClu,nON Of PAO'ER TV TOTAL VALUE DICO, DOLLAR VALUI
IXQUIION I~' Of DECEDENT'S
NUMIIR 'nclud. name 01 ,,,. ,rotttIerH# ,Mit reIohottaltJp'o dKld.nl. ria', 01 rn"..Ie,. Of AIIIT INTIRIST
None
TOTAL (Aha eft'" an Iln. 7. Aec:opitulodonl S
'" ma,' tpoce it n.ed.rI. int.1f odeMonal.,...,. 01 lame Ii...,
I
t
I
Irv.UIIIX. t1".
~
CQMMOHWU.mt 01 'INNIYlYAHlA
IHHllltlHCI TAX Ul\JlN
.UIDINr DlaDIHI
SCHIDUU H
FUNERAL IXPINHS,
ADMIN/STRAnY. CDSTS AND
MISCELLANEOUS EXPENSES
e
".....' Prlnt or
MARGARET W. IIEFELFINGER
21-95-0718
ITEM
NUMBER
A. Funeral Expenl'"
II.
,...
DESCRIPTION
AMOUNT
I.
Ewing Brothers
2,470.00
2.
Carlisle Memorial Services (stone):
635.00
I.
Ac/mln'otaat've Caet..
""nonal Reprelentalfw Cammlulanl
Sodal Security Number of ""nona' Reprelentatlvea
Year Comml..lonl paid
2.
Allamey Feel
700.00
Flower, Morgenths1, Flower & Lindsay
3. family exemption
Oalmant Relatlonshlp
Addrell of Oalmant at docedent'l death
Street Addre..
City
Slate
ZIp Cad-
Probate Feel
Register of Wills, Cumberland County
87.00
Co M',cellaneoul Expen""1
1.
2.
3.
...
5.
6.
7.
B.
Filing Inheritance Tax Return
l5.00
Miscellaneous Costs
200.00
Realty transfer tax
420.00
40.00
Cumberland Law Journal - advertisement
The Sentinel - advertiaement
75.56
TOTAL (Alia _r on line 9, Recapltulatlon'
s
4,642.56
(If more Ipace II needed. Inlert addlllonallheele of lamellu.'
I.V.lIla IIX. (7.111
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAl< RETURN
RESIDENT DECEDENT
:sTATE OF
SCHEDULE "I"
DEBTS OF DECEDeNT.
MORTGAGE LIABILITIES, AND LIENS
MARGARET W. HEFELFINGER
FILE NUMBER
2l-95-0718
ITEM
NUMBER DESCRIPTION
AMOUNT
I. Tom Fitzpatrick - plumbing
281.00
2. Farmera Truat Compeny - Mortgage Balance aa of Date of
Death (principal - $12,9-65.14 p1ua intereat $l6.43)
3. 1996 County/Borough/Library taxes
l2, 981. 57
2l2.42
19.55
4l9.82
4. 1996 School real eatate taxes
5. 1995 School real estate taxes
TOTAL IAllo enler on line ID. Recapllulel/onl
s
13,914.36
IIf mare lE,acel. neeaed Inn" eadltlone'lhUU af ..me Ii...
~. ...
IIV.UUCI.II-111
..
COMMOHw'fAlfM 01 .IHNlftVA""
_ANCIU...ftWIilI
---,
SCHEDULE J
BENEFICIARIES
IrIM
NUMBIR
NAMI AND ADDRUS OF BENEFICIARY
fill NUMBER
21-95-0718
RELAnOllSHIP AMOUNT OR
SHARI OF UTATE
aon 1/3of'remainder
per paragraph 5 of Last Will and
Testsment
son l/3 of remainder
per paragraph 5 of Last Will and
Testament
grandson l/3 of remainder
per paragraph 5 of Last Will and
Testament
UTATI OF
MARGARET W. IIEFELFINGER
A. Tallable Sequellll
I. R. Fred lIefelfinger
2. William II. lIefelfinger
3. Rhett Lee lIefelfinger
IRM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequ.1fI1
1,
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o .nt.. on line 13, Rocopllulollonl
(If more .pace It needed, In.ert addJtlonallh..t. 0' lam. II..)
S None
\
_ _9 ~_ .~ .," -.... .... .9'
~4'"
- - - -_.,- -- - - - -~ 1~")f'II;'- -- - ,-- - . -.. '.,. -., - ,-_.. -'-' ,- - - - -, - --. - - - -
..~1~lffJllfai!W!Il!~lg5J'~~';;~'.
ACN
R CEIVED FRO ~ ASSESSMENT '!' AMOUNT
E M. II CONTROL ~
NUMBER
FLOWER JAMES D JR
11 EAST HIGH STREET
Iv1
_1,bl/.C:U
CARLISLE, PA 17013
'OlD HUt
ESTATE INfORMATION.
1:1 filE N MaER
~ 21-1993-0718 SSN
1:1 NAME Of DECEDENT (lASl) IfIRSl)
~ HEFELFINGER MARGARET W
II DATE Of PAYMENT
ra POSTMARK
COUNTY
18B-16-5669
Mil
CUMBERLAND
DATE Of DEATH
R FRED HEFELINGER
C/O JAMES D FLOWER JR ESGI C)'
SEAL CHECK.... K RECEIVED BY - ,t" I.. J ,tJf~
, Ii NAU V. '*-
1\ REGlSTEROFWILLS MARY C. LEI,JiS ,~' fW/ltJ/911;j,
\' REGISTER OF WILLS ' lj
, '~_ -'- -. -," --,- ,- -- - -'- --- -~'-;" m," '..- -- .-.- ..-- - ._, _..,- .- - - --; 7' --:-- -7---
REMARKS
m TOTAL AMOUNT PAID
$1,617.20
DO
\'
\
.,
r
.;;
.__A
-r~
"
, ";.- - .
--'--~
I .
,,-~'\I
_ 4---'. ~ ~:-. .
16-57-. 9
BUREAU OF INDIVIDUAL TAXES
INHERitANCE ,.. DIVISION
PEP'. "unl
HARRISBURG, PI 1712100601
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE HE NT , ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
JAMES 0 FLOWER
11 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-96
HEFELFINGER
09-16-95
21 95- 0718
CUMBERLAND
101
AMount R..itt.d
PA 17013
:~'
*'
w
IIf'"'' II '" 111"61
MARGARET
MAKE 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 ~
ifE'v=i5'4"7"Ex-"FP-iii'7-::9i'-j-iiii'ficE--ciF-YNHEififANci-TAx-j('ppRiiisEifiiir-,--"Li:ciwANci-oR-..--..----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HEFELFINGER MARGARET W FILE NO. 21 95-0718 ACN 101 DATE 11-19-96
4.642.56
13,914.36
llIl
(12)
(15)
(14)
14, 15 and/or 16, 17 and 18
returns assessed to date.
TAX RETURN WAS. (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Eat.t. (Schedule A)
2. Stock. and Bondi (Schedule B)
3. Clo..ly Hald stock/Partnarship Int.r..t (Sch.dull C)
4. "ortoagel/Not.. R~.lYabl. (Schedull D)
i. Caah/Bank Depolita/Hlle. Par.onal Prop.rty (Schedula E)
6. Jointly Owned Prop.rt:t (Sch.dull f)
7. Tranlf.r. (Schedull 0)
a. Total A...t.
) CHANGED
(11
(2)
(31
141
(51
161
171
42.088.11
.00
,00
.00
3,026,00
396.14
.00
(B)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funar.l Expan.../Ad.. COlt./Hlle. Expan... (Schedul. H)
10. Debta/Horta.aa Llabiliti../Li.o. ISch.dul. I)
11. Tot.l Daduotion.
12. Hat Velua of Tax Raturn
15. Charitabl./Govarn..nt.l 8aqua.ta ISchadul. J)
14. Hat V.lu. of E.t.t. Subjaot to rax
191
(101
If an assessment wes issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAXI
1S. AMount of Lin. 14 at Spou.a1 rat. liS)
16. A.uunt of Lina 14 t.xabl. .t Lina.l/Cla.. A rata (16)
17. Aaount of Lina 14 taxabl. at Coll.teral/Cl... B rata (17)
1&. Prinoipal rax Dua
HOTEl
,00 X .00.
26,953.33 X .06.
.00 X ,15.
llB)
TAX CREDlTSI
PAYHENT
DATE
08-19-96
DISCOUNT It)
INTEREST (-)
25,56-
RECEIPT
HUHBER
AA146638
^HOUNT PAID
1.617.20
INTEREST IS CHARGED FROM 08-20-96 TO 11-27-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTEl To in.ur. propar
cradit to your account,
.ubait the uppar portion
of thl. fora with your
tax papant.
45.510.25
lR.I;I;~ 9"
26,953.33
,00
26.953,33
will
,00
1,617.20
,00
1,617.20
1.591.64
25.56
.63
26.19
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED,
IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CRI, VOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Cl
'it
l[\
-
,..,
, 1 ~.'.
(J;
'"
~.t\
I .
-'- ;.>
Uu
RESERVATION I E.t,t.. of dec~~t. dwlna on or beforl D.c.~.r 12, 1912 -- If enw future Int.r..t In tn. ..t.t. I. tr~,f.rr.d
In po.....lon or ~JOye~t to CI.., . (call,t.r.l) beneflcllrl.. of the dlc.dent .,tlr the IMPlrltlan of .nw ..tlt. for
l.f. or 'or W'lr., thl c~.lth hlrlbw IMPrl..ly r...rvI. th. rlDht to tppr.... end ...... trln.f.r Inh.r.tenc. TI.I'
.t thl 1",'ul CII,I . (collltlr.l) r.tl on anw .uch 'uturl .ntlrl.t.
, PURPOSE: OF
NOTlCEI To 'ulfll1 lht requlr'ltnt. of sletlan 2140 of thl Inhlr.tlnCl end Eltltl TIM Act, Aat 22 of 1991. 72 P.I.
Slctlan 2140.
PAYMENT I Dettch thl top portion of th.. Notlcl end .ubllt with wour ply,tnt to the R.gl.tlr 0' Will. prlnt.d on thl r,vlr.. ..dl.
--MMI chick or tanty order Plytb.. tOI REGIStER OF MILLS, ADENT
All p.~t. rec.lved .hlll 'Ir.t b. eppllld to any Int.r..t which ..y b. due with InY r...lndtr appll.d to the tlM.
REfU(D (CR)I A re'und of . taM oneUt, whl~ WII not nqu..t~ on the Tn R.turn, .IY b. r.qullt.d by cOIIPlltlna Iln "Appllutlon
for R.,und of P~.ylvllnl. I~rltancl end E.t.t. T'M" (REY-ISlS). Appllc.t.on. 'rl Iv.lltbl. .t the O'flc.
0' the Aegl.t.r of Will., ~y of thl 2S A.venul DI.trlct Of,lcI', or by c.lllng the .plClal 24-hour
en.w.rlng ..rvla. ~r' far 'or.1 or~rlngl In Penn.ylvanl. 1-100-'62-2050, out.lde p~.ylvanll end
within loc.l Harrl.burg .r.. (717) 7.7-1094, TOO' (717) 772-2252 IHe.rlna IlPslred Only).
OIJECTIONSI Any plrty In Inter..t not ..tl.fled with thl tpprll....nt, Illowtnel or dl..l1owtnel of dtduGtlon., or .......ent
of t.. (Including dl.count or Int.r..t) '1 lhown on thl. Notlel .u.t obJ.ct within .IMty (60) dey. 0' rlC.lpt of
thlt Notlc. byl
--wrIU." prot.1t to thl PA D.p.rt.."t 0' A.venu., lo.rd a' Appe.h, DIPt. 211021, Htrrhburg, PA 17121-1021, OR
-".I.atlon to h.v. thl ..U.r detlr.lntd It MHtlt of thl .ccount 0' thl p.r.onel repr...ntltlv., OR
utppt.1 to thl Orphtn.' Court.
AD'UN
ISTAATlVE
CORRECTlONSI
PENALTY'
FlOtusl .rror. dhoovtred on thl. ......HRt ~Id be IMkIrtntd In writing tOI PA D.,.rt.."t of A.venut,
Bur.tY of IndIvidual TI.I', ATTNI po.t A.....eent Alvlew unit, Dept. 210601, Hlrrl.burg, PA 17121-0601
~ (717) 717-6505. SII p.,. 5 of the bookllt "In.tructlon. fcr Inh.rltanc. "M A.turn for' AI.ldlnt
Dtctdtnt" eRlY-1501> 'or en I.plen.tlon 0' ~Inl.tr.tlv.ly corr.ctabl. Irrorl.
If any t.x due I. p.ld within thr.. (S) calendar eonth. .ft'r the decadent'. d.eth, I flv. p.rcent C5X) dl.oount a'
thl t.K plld It allowed.
ThI ISX t.x ..nt.ty non.plrtlolp.tlon penalty I. COlPUttd on t~ tatll 0' the t.. and Int.r..t ......ed, and not
p.ld b,'or' JMUlry II, 1996, thl flnt day .ft.r the tnd 0' the tlM .."..ty p.r1od. Thlt non.p.rtlc1pIUon
pen.lty It ...,..Iab.. In the .... lanrMr and In the thl .... tI.. plrlod u you would 'PPS" the t.. and Inttrllt
t~t h.. b.en ......ed .. Indicated on thl. notlc..
DISCOUNT I
INTEREST I
Inttrut It charged \Mglnnlne with flnt dlY of dlllnquency, or nine e.) IIOnth. and ant (1) dn fro' the date of
de.th, to thl det. of P.yttnt. TIMI' which bee... d.llnquant blfarl Janu.ry 1, 1912 bl.r Int.r..t .t thl rltl of
.1_ C6X) pare",t par ~ a.lcul.tld .t . dilly rlt. of .000164. All tIM.' which beel.1 delinquent an and .,ter
Jenutry 1, 1912 will bI.r Int.r..t .t . r.tl which will vlry 'rol c.ltnd.r y.ar to c.l.ndar y..r with th.t r.t.
ennounctd by thl PA DIp.rt,,"t of Ravenot. The IPpllctbll Int.r..t r.t.. 'or 1912 through 1996 ~r'l
'!!!! Intlrllt R.tl D.Il.., Intullt Factor :!!!r Int.rllt R.tl D.lh Intl,l.t F.atar
1912 20X .000541 19.7 OX .DOU47
1915 16X .0004" 19.1-1991 11:( .00OJDl
1..4 llX .0DO'01 1992 .X .OOUU
1915 UX .oonS6 1995-1994 .. .DODl92
1.11 I'X .000274 1995-1996 'X .DOU47
--Jnterllt It e.lcu....d .. fallowlI
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-.Any Hotlal I..ued .ft.r t~ tl. btc~. d.llnquent will r.'llat en Int.r..t cllcul.tlon to flftlen (15) dlY'
beyond the d.t. 0' thl .......tnt. If ply.ent I. .ad. .,tlr thl Int.r..t coaputatlon dltl .hown on thl
Motlc., ldeUtlon.l Int.rllt .u.t bl ulculltld.
-,. -. - -.., ..., ....... . -
r.- -...- -- -- ~ - -- -- _. - -- -. -. -. -- -~......- - ----,....~~~.~~ ..~~~' ,.
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'1~~~i?'iT"lo~~~~~~:21~~!i~~:~i::~!ri~:::l:~AT.TA~:'" :":'~t",..',;.i
ACN
ASSESSMENT P:'I
CONTROL Ii:,I
NUMBER
RECEIVED FROM,
&
AMOUNT
JAMES 0 FLOWER JR
lu1
.C=o.!:!;3
-,
11 EAST HIGH 6TREET
CARLISLE, PA 17013
. ....u_~....~
ESTATE INfORMATION,
!II fiLE UMBER
g el-1995-0718
!II NAME Of DECEDENT LAST)
I;iI HF
II DATE Of PAYMENT
II POSTMAR E
COUNTY
I
1
SSN 188-16-5669
(fiRST) IMI)
, '....~,..,-\>o"~...,.
-c
. "
'l\
,/
,
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
_e6.!'!::!
JAMES D FLOWEH JR
I()(DHUr
\. SK
SEAL
/ '1/
RECEIVED BY r, '/;.1 _, "v 1'1/
. ' ,
,---p ("
1'/'1"1' II,JI1t{t (,
MARY C. LE IS'" ' ,,- "
REGISTER OF WILLS .
REGISTER OF WILLS
~~-:~ ----- ~~.-~.- -- _.- ~-....---.-,",,"",:"--:-:: ~,.~:::.~.~~_ ,-_~7'"_'- - --. --' - _..::..!..- ---;--__._
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
BUREAU OF INDIVIDUAL TAXES
IfH:AITAHCE TAX DIVISION
DEPT. ZlUG 1
HARRJlIUAG, PA l1UI-O'1l
II"U" II In !U-NI
JAMES D FLOWER
11 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHlER
COUNTY
ACN
MARGARET W
PA 17013
12-23-96
HEFELFINGER
09-16-95
21 95-0710
CUMOERLAND
101
AlIOunt RMHt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To lnllUre proper credit to 3Iour _count, aubllU the upper portion of thl. for. with your taM pay.."t.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
iii-\i:U,'iij-iic--AFii-nZ"::96y------.iiii-fiiifEliii:ANcii-fAx-sTiifEiiifrir-iiF'-A'i:cciiiNT--is-...---------------------
ESTATE OF HEFELFINGER MARGARET W FILE NG.21 95-0710 ACN 101 DATE 12-23-96
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELON
IS A SUHHARY DF THE PRINCIPAL TAR DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, ANd, IF APPLICABLE,
A PROJECTED INTEREST FIGCRE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 11-12-96
PRINCIPAL TAX DUEl. 1,617.20
PAVMENTS CTAX CREDITS),
PAYMENT
DATE
00-19-96
12-03-96
RECEIPT
NUMBER
AA146630
AA147000
DISCOUNT Ct)
INTEREST C-)
25.56-
.67-
AMOUNT PAID
1,617.20
26.23
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,617.20
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
( IF TOTAL DUE IS LESS THAN .1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I
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Ul
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PAYHEHTI
Detech the top partlDn of thh Notlc. Met .ubIIlt with your PIYHr'lt ... pIWMl. to the n_ Met IMIdr...
printed on the r.v.,... aide.
If REIIDENT DfCEDOlT Aka check Dr MfMIV arIM,. panbta tot REGISTER Of WILLS, AGENT.
If HOH-RfIIDEHT DECEDENT .... check or RMy order pay-.I. tOI CottttoNWEAL Tit Of PENNSYLVANIA.
AU PIY8Mh '.llved ,h1111 ba ."UIMI flr_t to MY 1"t.,...t which ..y be doe Mlth WI)' r...Jnder 1IPP1Ied to the till,
RfFUND (CIU. " r.fu1d of . t.. credit. ..ttleh "I' not ,...,...-.1 on the TllC Alturn, uw bit ,.aqu..led by c~l.t1na M1
RAppllcltlon for A'~ 0' Penn'Ylv-nla I~rlt~. ~ E.t,t, r.." (REV-IllS). application. .r. Ival11b., .t
the Office of tn. ."."1,. of Willi, en1 of ~ IS A.v~ DJ.trlat Dfllc.. or fr~ the o.,art-.nt', 14-hour
Wlawerlna ..~Ic. ~r. for 'or.. ordering, In P~.ylVM1I. l-IDD-S"-!DSO, out,lde P~.vlvenl.
~ within lacll Herrlaburg ara. (717) 787-8094, TOOl (717) 712-2252 (He.rlng r-.alred onlv).
", .RlPLV TOI Cluut1on. r..-rdl". arror. contained on thh notln lhould be Mdra... tat PA Depa"t.."t 0' R.v___, lur..,
0' Indlvldu.l T...., A"NI POlt A........t R.vl... Unit, IMpt. 210601, tt.rrlourg, PA 17UI-0601, phDM
(717) 717-6105.
DIICOlMTI If MY ta. due; 1a pllld ..lthln thr.. (:5) calan.,. IIOnthl _ftar the decadwlt'. ....'h, a 'Iv. percent (IX) dllOClU\t
0' the tax p.ld I. .llowed.
PENAL TV, The IIX ta. ....tv non-p.rtlolp.tlon p.".ltv .. CDllpUted on the total 0' the tax and Int.r..t ......ed, and not
paid \M'a... J...rv 11, 1"', the 'Irat d.V afta" tha and 0' the tn ~Ity perlDd.
1NTERf:IT, Int.r..t II charged beginning ..Ith flnt d.V 0' dellnquencv, or nine (,) IIOnth. and OM (1) dav 'ra the d.ta 0'
death, to the d.t. a' pav.ant. Taxa. Nhlch bee... delinquent be'ora Janua"v 1, 1912 baar Int.r..t .t the rat. 0'
.1. (6~) percent par ~ c.lculatad at . dlllv rlta a' .0'0164. All tlk.1 which bee... delinquent on and I't.r
Januarv 1, 1'12 will be." Intar..t .t I rata which will varv 'roe calend.r v.ar to calandar v..r with that rata
announced bv the rA Depart.."t 0' Revenue. T~ ~llc~la Int.r..t rat.. 'Dr 1'12 lhrDUlh 1'" .r.1
v..,. Intar..t Rat. U.lh Intar..t Factar
Va.r
Int.....t Rat.
D.lly Intar..t Factor
1912 ZOX .Ga054. 191' 'X .000247
1915 lOX .ODD"JI 1911-1Ml IlX .OODSOI
I'" IIX ..ODSlI I"' OX .DDDZ'"
1915 I>X .00OS56 1"5.1994 '" , .ODOlt!
19.. lOX . GaOZ7" 1995-1"' 'X .ODD2'"
"-lnta,.... I. c.lcul.tad .. 'ollow..
INTEREST . BALANCE OF TAX UNPAID X NUKlER OF DAYS DELINQUENT X DAILY INTEREST F~CTOI
--Anv Notlc. hlUed .ft.,. the tax bMloM. delinquent will ra,lact In Intlr..t calcul.tlon to ,1ft.., US) d.v.
beyond the data a' the ...........t. If pe~t .. .~ Ifta,. tha Intlr..t coapytatlon ct.t. shown on thl
Hatlce, Iddltlonel Intare.t au.t be calculated.
.--
.
lRO/luue 30, 1992/17858
REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Square
Corllsle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA. SUPREME COURT ORPHANS' COURT RULFS
To: PenonaJ Representative
Counsel: JAMES D. FLOWER, JR., ESQ.
RE: &lale of Ml"'U~ARR'I' W HRFRI.Fnlr.l'\lPeceased, Lale of
CARLISLE BOROllGH
&lale No.: 2l-1995-718
Dale of Decedent's Death: 9.l6. 95
Pursuant to Rule 6.12, the above named personal representative or the above na!l1ed altomey, 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 Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or altomey, as
applicable, reasonably believes administration will be compleled, 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 (lO) calendar days after the dale 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 10-30 , 19_~you are hereby
advised tllat a request will be submilted to the Court In accordance with Rule 6, 12,
Date: 10-14 -97
Distribution to Estate File
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Admin. No. ? I - Iff S - 7 Ii
Date of Death:
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 estatel
1.
State whether administration of the estate is complete I
Yes X No
,
2. If the answer is No, state when the personal
representative reasonably beiieves that the administration will be
complete I
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.
~Ctt,U'J1 V'TClUV;)
Sign Lure
'" hMes, \). f:LD tVeR.
Name (Please type or print)
jl f:: t-t11 ~ >, 0\Qtl,:>l-t" P)'y-
Address
Datel
/C/IG /9/
/.', I '
, ,
\-:-_,
>-
:.l
.,
~,
_':'~ ...J
UO
(1/1) ,). q,q~ ~O'2. 2-
Te 1. No,
Capacity: Personal Representative
~counsel for personal
representative
(I1AH: rmf/ AM3)