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Home My WebLink About95-00792 /s./61 ~ i 6 * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN FlORENCE C ,),1- q!>"'lc;" BUREAU Of INDIVIDUAL TAXES INlIUltANC[ tAX DIVISION O[PT, non' IIARAnBURa, PA 1112'1-0601 In.IU'" ", 111.'" MARGARET RD 1 BOX 283 LANDISBURG 10-20-97 SPAHR 09-03-95 CUMBERLAND 195-28-0825 96105993 Allount R."l U.d l REISINGER PA 17040-0000 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 .... ------------------.-----------------------------------------------------------------.-------------------.------- REV-1604 EX AFP (03-97) .. INMERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST DATE ASSETS .. 10-20-97 ESTATE OF SPAHR FLORENCE C DATE OF DEATH 09-03-95 CUMBERLAND COUNTY FILE NO. ADJUSTMENT BASED ONI S,S/D.C. NO, 195-28-0825 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 96105993 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO, 21001054260 TVPE OF ACCOUNT. () SAVINGS () CHECKING ( ) TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 09-28-89 Account Balance 546.16 NOTE: TO INSURE PROPER CREDIT TO YOUR Percent Texab1e X 0,500 ACCOUNT, SUBMIT THE UPPER PORTION Amount Subject to Tax 273,08 OF THIS NOTICE WITH YOUR TAX Debts end Deductions .00 PAYMENT TO THE REGISTER OF WILLS Taxable Amount 273.08 AT THE ADDRESS SHOWN ABOVE. Tax Rate X .06 MAKE CHECK OR MONEY ORDER PAYABLE Tax Due 16,39 TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID ( -) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS lESS THAN tl, NO PAVNENT IS REQUIRED, IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, VDU NAV BE DUE A REFUND. SEE REVERSE SIDE DF THIS FDRN FDR INSTRUCTIONS.) INTEREST IS CHARGED THROUGH 11-04-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE DF THIS FORM .00 16.39 .'\ I;', ':',::) '1 ':\ . :.J ~~) {; PAVtENfa Detach the top porUon 0' thh HaUce end .ublIlt wlttl your PIW...t aedl p.w.tJI. to the nau end addr... prInted on the r.v.r.. .Id., ..... H.kI check Dr Hn4IV ord.r p.v.tJI. tOI REGISTER OF WILLS, AGENT. REfUND (CA)I . r.'und 0' . t.. cr.dlt, Which .... not reque.t.d on the T.w R.turn, .'V b. r.que.tld bw co~l.tlnl en "Appllc.tlon 'or R.,und 0' P~.Ylvanla Inherltanc. end E.tat. rlX" eRtV~lSIS). Appllc.tlon. .r. Iv.llabl. .t tha D',lc. 0' tha RIgl.t.r 0' Will., any 0' the 2S R.venu. DI.trlct D"lc.. or 'r~ the D.plrtaent'. I.~hour an.w.rlng .Irvlc. nu.ber. 'or 'or.. or~rl"'t In Pann.vlvanl. 1~'00-S61~2DSO, out.ld. P~.wlvanll end within loc.1 Harrlsbur. .r.. (717) 7'7~'094, TDD' (717) 771~115Z (Ha.rlng rep.lred only). REPLY TOt Que.Uon. rllardlng .rrorl contained on thll noUce .hould b. eddr....d tal PA D..rt.ent 0' RIVIr'IUI, .ur..... 0' IndIvIdual T...., ATTNI Po.t A........t R.vlew unit, Dept. 110601, H.rrl.burl, PA 1711'~0601, Phone (717) 717-6505. allttUlTl I' any t.M due I. Plld within thr.. (S) calend.r lonth. .'t.r the dec.dent.. d.ath, a 'Iv. percent (IX) dl.count 0' the t.M paid I. .llowed. PENAL TVI Th. 11~ tax l8nI.tw non-p.rtlolp.tlon pen.lty I. co-,ut.d on the total 0' the taM and Int.r..t .......d, end not p.ld be'ora January II, 1996, the flr.t d.w .ftar the and of the t.w .-na.ty p.rlod, INTEREST I Int.r..t I. charged bellnnlng with flr.t d.y 0' d.llnqu.ncy or nln. (9) ~th. and one (1) d.y fru. the d.t. 0' de.th to the d.t. of p.w.ent. T.... Which b.c... d.llnqulnt be for. Janu.ry 1, 1912 b..r Int.r..t .t the r.te of .Ix (6X) percent p.r ~ cllculat.d .t . d.lly rlt. of .000164. All t.... which b.c... delinquent on end .'t.r January 1, 1911 will b.ar Int.r..t at . r.t. which will vaty fru. clland.r y..r to c.lendar y..t with that rata announced by thl PA Dlplrtsent 0' RlvlnYI. Th. appllcabla Int.r..t r.t.. 'or 19.2 through 1997 ."" Y..r Inter..t Rata Dally Intar..t Factor Yaer Int.....t R.t. allilt Int.r..t Factor - 1912 "X .000141 19.7 'X .00ot47 19as I6X .000451 1911-1991 IIX .000SDl .'14 IIX .000501 1992 .~ .DOot.., 1'15 In .000556 .995-19'" 7X .OD01" 1916 lOX .000274 1995-1"7 ox .000247 ....Int.r." I. cllculat.d .. follo"" INTEREST . SALAHCE OF TAX UHPAIO X HUMBER OF OAYS OELIHQUEHT X DAILY INTEREST FACTOR ."Any Notlc. I..ued .,t.r the taM beeDl.. delinquent will r.flect en Int.r..t calculation to 'If teen (15) day, beyond the data af the ......a.nt. If p'weent I. eld. .ft'r the Int.t..t coaputatlon data shown on the HaUc., ~IUOMI Int.r..t "".t be c.lculltld. IIIREAU OF INDIVIDUAL TAlCEI UHJUTAHa TAX DIVISION OOIT. '''''I HARAJIIURG, PA 1712'.0'01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF I_IrAHCE TAlC APPR.lIIEIlEIlT, ALLDNAHCE DR DUALLDNAHCE OF OEDUC:nDN LAND AllEllIIEIIT OF TAlC ON oIDINTL Y ""LD 01 TRUIT AIIIlTlI *~ MARGARET .REISINGER 142 E LOUTHER ST CARLISLE PA 17015 In.LMI D ." IU.N. DAT! ESTAT! OF DAT! OF DEATH FILE NUMBER COUNTY SSN'DC ACN 01-28-97 SPAHR 09-05-95 CUMBERLAND 195-28-0825 961 05995 _t R.Uted FL ORENCE C a/... 9$- "., MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONO THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:i54-i-iif-AFP--Ci2~96)------------------------------------________________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-28-97 Account Balance Percent Taxable X Amount Subject to Tax Debt. and Deductiona Taxable Amount Tax Rate X Tax Due 546.16 0,500 273 , 08 .00 273 . 08 .15 40,96 ESTATE OF SPAHR FLORENCE C DATE OF DEATH 09-05-95 COUNTY CUMBERLAND FILE NO, S,S/D,C, NO. 195-28-0825 TAX RETURN WAS, (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION, PNC BANK ACN 96105995 ACCOUNT NO, 21001054260 TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 09-28-89 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS, MAKE CHECK OR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT," AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER THII DAT~I..IEE REVERSE FOR CALCULATION OF ADDITIDHAL INTEREI , . C IF TOTAL DUE II lEII TnAN 'I, NO PAYMENT IS REQUIRED. IF TOTAL DUE II REFLECTED AI A "CREDIT" I C~Jl YDU KAY IE DUE A REFUND. SEE REVERSE IIDE OF THII FD"" FOR INSTRUCTIons. J INTEREST IS CHARGED FROM 06-04-96 TO 02-05-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM ,00 40,96 2,50 45,46 ~y ~ '. 't.4? -\~ PlIIPClIl!'" NOTICE. ~~ r~ ' (.. :7]:0 ~Pl ~ ~ ~ ~ ~ ., (). " w o ;a - :, " ;:! (t ino - , ;% To fulfill ~ r~lr-..nt. 0' Section 11'0 of the Jnherlt~. ~ E.tat. Tax Act, Act II 0' ."1. SMUon '140>>. Ui W (72 P.I. Detach the top portion of thh MoUe. Ind .w.1t with your p.~t to the R..llt,r of Wlnl printed on the reverM .ldI. -- ....... chec* or IlOhQ order "".0 tOI REOIITER OF WILLI, AClOtT. AU plVMntl racelved INn IIr.' t. ."l1ed to ___ 1n'.r..t .....Ich _1 be due, with 11I'I1 r_I,.,. ..lied to the tax. REf\IID (cah . nhnd of . tax credit, which .... not requllted on U. t.. uturn, _1 be r..,..ted by cOIIpI.Ung M "Appllcatlon for R.fund ., ''''''>>1''11I'I10 Inherltenc. Ind EIt.t. fa." CR[V-1JlJ). AppllC-lltlon. .r. ovall..,.. at the OffiCI of the A-allt'r of "1111, III'IY of the IS R.venue DI.trlct of,lc., or by call1nt the ~I.l 14.hour lIn.werJne ..~lc. nullber. for forti. or.,tngl In Pww'I'rlVW1la t.aoa"'S6Z-rDSD, out.let. '.......vlv.,l. ... within local Herrl~rl .r.. (7171 7'7-1094, TUD' (717) 171.,15Z (HearIng I~lred Onl,). PAn<<H'T I DUCTIDNS, Any p.rty tn tnter..t not ..thfted with the ...r.l..-nt, .Uowenc. Dr dl..uDdnC. D' decb:tlan. Dr ........,t 0' tex (Including dl.count or Int.r..t) .. Ihown an thl. Notlc. ..y abject wlthln .I.ty ('0) day. 0' receipt D' thll Notice b'll --wrltt-n prDt..t to the PA o.p.rt.-nt D' Revenue, ID.rd D' appe.l., Dept. 211021, H.rrl.burg, PA 171rt.l021, OR -....lecth-a tD hev. the ..tt.r ct.hr.lned .t the audit 0' the BCCOWlt D' the ~r.onal repnlent.Uv., OR ........1 tD the Drphan.- Court ADMIN- UTlATlVE COIU:CTlDNSf DISCOlMT f PENAL TV f IHIIJIUT. FlICltuel .rron dlKOV.red on thh ........,t lhauld be addr...ed In writing tal PA Dep.rt""t D' R.venue, lur..u D' Indlvl~l T...., ATTNI Po.t A.......ot R.vl.. unit, DEPT. rID'OI, "-rrlabur., PA 171rl-06Dl ~ (717) 787.6505. s.. P'" 5 a' the bookl.t ~In.truotlon. 'or I~rltsnc. Tax R.tum 'or. A..ldent Dec8dent~ (REV.IS01) 'or an .xplanatlon a' adslnl.tr.tlv.I" cDrrectlbl. .rrar.. If any tex ~ II p.ld within thr.. (S) CIIl""'r Ml"Ith. .tt.r the deCadent'. death, . ftv. Plrc-nt (&):) dllCClUnt D' the tax p.ld h .UDWId. The ISX t.. ..-..t., non.psrtla1P.tlon Pll\lltv h cOllPUtld on the tot. 1 a' the tIX and Int.r..t ........., .-,d not f*ld befon ..........1"1 11, .9M, the flr.t da., .ft.r ttMI and D' the t.. .....tv period. Thh non.p.rUclp.tlon PlMlty h .....11b1. tn the ... ....r Md In the the ... U.. perIod .. 'IOU would "'11 the tal( .-,d Int.r..t that has bien ......ed .. IndlCllted on thll notlc.. Int.rllt II cn.rged bIIl,.,lng .,lth flr.t da., D' dellnquenc." Dr nl,.. (9) aonth. .-,d OM (II day fr. the dlIt. D' dMth, tD the data D' p.,....t. T.... Wllch bee-. del1~t bI'Dr. .....r)' I, 1'11: briar Int.r..t .t the rIIt. 0' .111 (UI perCMt par ...... C11lcul.tld .t . .11'1 r.t. of .OODIM. All t.... ....Ich bee-. delinquent on or .ft.r JanuaI"1 1, 1911 will bear Int.r..t at . r.t. which NI11 '181"1 'r. calendar YMr to alandlr .,Mr .,Ith that ratl .-ncJU1C1d b., ttM PA Oaparbwlt a' A.v.... The ...lIC11bI. Int.r..t rat.. 'Dr 1.82 through ."7 .r.. Y... Inhnat bt. DIll., Int.r..t Faatar Y... lnt.n.t A.t. a.u., lnt.r..t FMtD" ltlt ..X .000541 1,.7 OX . DOU47 ltU IU .DOOU' 1'11.1"1 m .00OSOl I'" IIX .ODDUI I"' OX .000247 I... Ull .DOOSY 1"'.1"" n .000ltz I... lOX .000274 1"5.1"7 OX .000247 ....Int.r.at I. calcul.ted .. 'OUow., IHTERElT . .ALlHCB OF TAX UHPAID X HUKlEI OF DAYS OELINQVEKT X DAILY INTEREST FACTOR --Any Hotlc. I.~ .,t.,. the tea ~. delinquent .,111 r.'leat an Int.r..t c.lcul.tlon to 'I,teen (15) da.,. blyond the data D' the ........,t. If p.v-'lt h .... .ft.,. 1M Int.rast CDIIPUt.tlon dltI IhowI an the Notl.., additional Int.r..t au.t be calcul.tad. . <oi- ..'. ~_ .~...' '.. -..- ~,:-....." COMMONWEAlTIl OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXEB DEPT 2B0601 HARRISBURG, PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT '*' NO, AA 2 4 2 589 REV."., EX I"...' RECEIVEO FROM: r ACN ASSESSMENT CONTROL NUMOER AMOUNT MARGARET REISINGER RD 1 BOX 283 LANDI BBURG , PA 17040 9610:5993 S18.49 fOlD IlERE fOlD HERE - ESTATE INFORMATION: FILE NUMBER 21-199:5-0792 SSN 19:5-28-082:5 NAME OF DECEDENT ILAST) (FIRST) IMI) SPAHR FLORENCE C DATE OF PAYMENT 12/23/2f997 POSTMARK DATE 12/22/1997 COUNTV S18.49 CUMBERLAND I TOTAL AMOUNT PAID DATE OF DEATH VZ 9/03/1995 /J /J V REMARKS MARGARET REISINGER RECEIVED BY /~~ <':'''';o{#//H~ ,,?/~ I MARY C. L IS / /'Y I SEAfHECK* B060 REGISTER' qF WILLS .~..Vt( #~ L_______________~~G'STE~~FW'L~------l----~~~ ~ .,' ." ,~ ,1 / t" , \' .... \ . , ,I , ... .", ..._........ ~.- -~,- r --'4 ., -- +--_.~ L f""""'- .' ~A" __~ .....-:,., . I ' ....... '-, .. ~ --. -... I~ '. In Re: Estate of Florence C. Spahr . . ORPHANS COURT DIVISION CUMBERLAND COUNTY, PA No, O!/ -CIs -'79~ ORDER ,yVj AND NOW, this;23 tray of OClober, 1995, upon consideration of the Petition of Charles I. Spahr, it is hereby ordered and decreed thaI Charles I. Spahr shall receive the distribution of property of the ESlale of Florence C. Spahr, deceased, as surviving spouse and sole benefici8l)', subject, however, to deductions for any amounts found 10 be due Ihe Commonweallh of Pennsylvania for inheritance tax purposes, Pelitioner is hereby authorized to receive, collecl and distribule the property as herein sel forth and to make any and all necess8l)' sssignmenls and transfers, By the Court: illAt41 E X, , - J. In Re: Estate of Florence C. Spahr ORPHANS COURT DIVISION CUMBERLAND COUNTY, PA No, PETITION FOR DISTWnUTION PURSUANT TO 20 Pa.Cons.Stat. g 3102 TO THE HONORABLE, THE JUDGES OF THE SAID COURT: The petillon of CHARLES 1. SPAHR respectfully slates Ihat: 1. Florence C, Spahr ("Decedenl") died on the 3rd day of September, 1995, domiciled at 142 East Loulher Slreel, Carlisle, PeMsylvania, 2, Pelllioner is Charles J, Spahr who resides al142 East Louther Street, Carlisle, PeMsylvania, the spouse of the Decedenl who was a member ofDecedenl's household at the dale ofDecedenl's dealh. 3, Decedent died leaving a wiil dated January 20, 1992, IIttached as Exhibit A. 4, Under the lenns of the Will, Ihe entire eslate was left to her husband, Charles I, Spahr, who resides at 142 Easl Loulher Streel, Carlisle.. PeMsylvania. who Is sui Juris, 5, The Decedenl's property consisled or. 283,196 shares Van Kampen Meniu US Govemmenl Fund 75 shares Sprinl Corporalion slock held jolnlly with Charles Reisinger (righl of survivorship) Fanners Trusl Company, checking accounl $4,100,00 $2,625,00 $8,000,00 6. Payments made prior to the filing of this pelitlon are as follow: Funeral Expenses Affidavils Filing Fee $5,350.00 $5,00 $10,00 7, All bills as aforesaid have been paid by Charles 1. Spahr, " last Ilill aub Q}tSfNffittu I, FLORENCE C. SPAHR, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2, ! authorize and empower my executor to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if 1 iving. 3. ! devise and bequeath all of my estate of every nature and wherever situate to my husband, Charles!, Spahr; providing he shall survive me by sixty days. 4, Should the gift in Paragraph No, 3 not take effect, ! devise and bequeath all of my estate of every nature and wherever situate to the following ten (10) persons, share and share alikej Margaret S. Rei singer, Tim R. Spahr, Stephan ie A. Spahr, Angel a L. Spahr, Christopher C. Spahr, Charles A. Reisinger, Jessica A. Reisinger, Suson E. Reisinger, Brianne C. Reisinger and Oavid C. Reisinger. Should any person listed above be under the age of thirty (30) years, at my death, the share of that person shall be '. . held in Trust by Farmers Trust Company of Carl isle, Pennsylvania. 5. I nominate and appoint Charles I. Spahr to be the executor of this my last will and testament; he is to serve as such without bond, Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Tim R. Spahr and Margaret S. Reisinger, as substitute executors, also to serve as such without bond, with the same powers as are given herein to my executor. 6. I hereby suggest that my personal representative retain the services of Irwin, Irwin & McKnight, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this w' day of January, 1992. ~i1~ rrr' .-~:~<tj'()lSEAL) LOR dc, S H Signed, sealed, published and declared by Florence C. Spahr, the above named testatrix, as and for her last will and testament, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. BJ1-4' 7/)(JJ.{)1/'.Mn J,~~h~, J" {~~ 2