HomeMy WebLinkAbout95-00808
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PETITION FOR PROBATE llnd GRANT 0.' LETTERS
~/-9S- fOR
Eslale 01 Flo1'enoe B. Eokels
a/so known as
No,
To:
ReglMer of Wills for Ihe
, Deceased. Counly of Oumberland In the
Socia/ Secllrlty No. .l62-l0-011Q Commonweahh of Pennsylvania
The pethlon of Ihe undersigned respectfully represems Ihal:
Your pelhloner(s), who is/are 18 years of age or older qnothe exeeul:rix
in the lasl will of the above decedenl, daled Maro h 2 .
and codlcll(s) daled
named
, 19~
(Slalr rrlC:\'DnI c1rCIlI1UlanCCS, e.l. renunciation. death of CX<<Ulor, elc.)
Decendent was domiciled al death In Oumbe1'land COUlllY, Pennsylvania, whh
at!' lasJ fal1J.llyorll.rlnclpa~t~sldeJl.eal Oh~Oh ~t God ~)me. 801 N. Hanover
., 0&1'11e1e. l'A. No!'th Middle on Olfllllh1
(IlSIIIr~11 number and munclpalll)')
DCl:.~ndenl..!hen 81) years o(age,die<l. Ootober 11, , 19 95
al ChurOn or UOQ lIome , Oa1'...1e1e, FA .
Except as follows, decedent did nOI marry, was not divorced and did nOI have a child born or adopled
afler exeeullon of Ihe will offered for probale; was notlhe vlcllm of a killing and was never adjudicated
Incompelenl:
Decendem al death owned properlY with estimated values as follows:
(If domiciled In Pa.) All personal propcrty
(If nol domiciled In Pa.) Personal property In Pennsylvania
(If not domiciled In Pa.) Personal properly In County
Value of real estale In Pennsylvania
shuated as follows:
None
$
$
$
$
3'50.000.00
WHEREFORE, pelhloner(s) respectfully requesl1i) t'\f Gfob:\le of the lasl will and eodlcll(s)
presemed herewith and lhe gram of lellers ea a en a:ry
theron.
(lnlnmenlar)'; administration c.l.a.j administration d,b.n.e.l.a.)
i~ n. - ~~~
"li
':l.g '3 a ewood Dr ve
;~ W1lmington. Delawo e 1980'3
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Vi
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } I:lS
COUNTY OF OUImERLAND
The pelhloner(s) above-named swear(s) or arnrm(s) thatlhe stalemenls In lhe foregoing pelhlon arc
Irue and correclto lhe besl of the knowledge and bclief of pelltloner(s) and lhal as personal represen.
lative(s) of lhe above decedem pethloner(s) will well a Itrul ;ildllllnlsler lhe esla e according to law.
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da of
Reglsler
No. 21 - 95 - 808
Estate of
FJ,ORENCE B. EO~ELS
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Ootober 26. 19~, In consideration of the petlllon on
the reverse side hereof, satisfactory proof having been presented before me, .
IT IS DECREED that the Instrument(s) doted Maroh 20. 1992
described therein be admllled to probate and med of record os the lost will of
Florence B. Eckela
and Lellers Teatal1lentarv
ore hereby granted to .Tn Ann R. Wi 1] fA
FEES
305.00
24.00
Probate, Lellers, Etc. ......... $
Short Certlficates( 8) . . . . . . . . .. $
Renunelatlon ................ $
. X-Pages $ 9.UU
JCP 5.60
oci~~1L2~1~95J~J.0G
Filed ...., ..... ... ,... ,...l..,..,.. .....
l~tJl?; .
J. Robert Stauffer (063,6)
k tATIORNEV (SUJl,IC~ t.D. No.)
Mar e square!:l ag.
Mechanioaburg, PA 170"
ADDRESS
717-766-9673
PHONE
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Mailed letters and order to attorney on 10-26-95.
21 - 95 - 808
LAST WILL AND TESTAHF.NT OF' Ff,OIlENCE B. ECKELS
I, F'r,ORENCE B . ECKELS , of the TOHnship of Upper Allen,
County of Cumberland ond Stote of Pennuylvunia, being of sound
and dispolling mind, memory and underotanding, do l1lllke, publish
and doclnre this my Lnot \.[111 and Teotnment, hereby revoking and
making void uny und all prior Wills by me at any time heretofore
made.
1.
I direct the payment of all my just debts and funeral
expenoes as soon after my decenoe as the same oan beoonveniently
,
done.
2.
I give, devioe and bequeath all the rest, residue and
remainder of my estate, renl, personal and mixed, whntsoever
Ilnd wheresoever the nomo mny be Iii tua te, to my husband, HILBERT
G. ECKELS, aboolutoly nnd unoonditionally.
3.
In the ovent thnt my husband, WILBF.RT G. ECKELS, should
predeoease me, or ohould he die wi thin thirty (30) days from the
dnte of my death, then in either such event, I give, devise and
bequeath my entire estate, of whntsoever nnt\1.t'o nnd whereooever,
situnte, to my daughtor, JoANN E. WILLIS, absolutely und,unoondi-
tionnlly.
-1-
(0) In the event thnt my dU\lghter, JoANN E. HILT,IS,
should also predecease me, then in such event, I give and
bequoath my entire estnte, of whutlloeveI' nature and wheresoever
the Burne lllIlY be Ditunte, to my Bon-in-low, CI!ARL'P.S S. \VILT,IS,
abllolutely and unconditionally.
LASTLY, I nominate, constitute and appoint my hUBband,
\"'ILI3J::R'l' G. ECIiliLS, Executor of this my T,ant l~ill and Testament,
and in the event that my Ilaid husband should predecoase me, or
should ho be unable or unwilling to sorve in such capacity for any
reason, then in such event, I nominate, constitute and appoint my
daughter, JoANN E. WILLIS, Executrix of thill my Last Will and
Testament, in his placo and stend, and in the event that my said
daughter should predecease mo, or should she be unable to serve
as such Executrix for Bny reason, then in ouch event, I nominate,
conotituto and appoint my Ilon-in-Iow, CHARLES S. WILLIS, Executor
of this my I.nst Will Rnd Testament, and in all instances, I direct
that my suid porsol1l\l representntives be excuaed from posting bond
or other security, in thin jurilldiction, or any other juriadiction,
for tho faithful performance of their duties.
III \'1ITNESS WHEREOF, I have hereunto BO t my hand and seal
this :z()~ day of Horch, A. D., 1992.
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(SEAI.)
Florence il. Eckels
-2-
"
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Signod_ ooalod, publiohod and deolared,by the above
named, FT,OnENCE B. ECKELS, 00 Ilnd for her, LaBt Will and Teotament_
in the preoenoe of uo_ who hove oubooribed our nameo horeto 8S
witnssooo, at the requeot of. lIoid tOlltlltrlx, in her prollunoe and
, in the prllllonoo of oooh other.
ct1" 7'-A a4'~L";ZV;';'~'
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CERTIFICATION OF NOTICE UNDER RlJI,E 5.6 ( a l
Name of Decedent:
rr.ormHOE B. ECr.ET,S
Date of Death I
Oatober 11, 1995
Will No. 1995-00808
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Hules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Oatober 11. 199~ I
Name
Address
Jo Ann E. \'1illia-1301 I.nlco~'ood Drive, \'1ilmin~ton, DE 19803
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except none
'L
Datel November 6. 1995
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Address Harlcet Square Bld~.
Heohnnioaburll. PA 170~~
Telephone ( 71Tl-766-9673
Capacity: Personal Representative
x Counsel for personal
representative
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I'OR DATIS 0' DIAm AnlR 12/31/91 CHICK HIRI
INHERITANCE TAX RETURN ~O~::~Tug~OlT ISCLAIMIO 0
RESIDENT DECEDENT f1LiNUMIIR 21-'J5-onoO-Stato
(OMMO"WtAl1" 0' "",m,VA'''. (TO BE FILED IN DUPLICATE
O('AR'M(NI Of REYENUr
"..",fJ:U~Ofl:" 060' _ u _ _ WI!~ _ R~_GI~TER OF WILLS) COUNIV CODE 1 ':l';l!J VEAR 001100 NUMBER
ClOU HAM IiA . I . AtmMI()oil HllIIAl1 11l1r"flJlfll'~OMrllllADtlU" I nOl 11 th
glH\.I.~r,B, Ploponco I\. UIll1l1Cll 01' Ood 101110- 0)1'
iOCIAlUCUlth'fWMUI ]iiAiiO;TliAill-~lf'Aiii)flllfli----- lInnOV011 tJt., Carlinlo, PA 1701)
162-10-0119 J.O/l1/r}~ 3/3/J.0 c.,,,. ClIlnbOl'lnnd
~ ";~i~' "....".. '''''''' . .,., .... ~......" .;;'",,,,,;;",,-- r;1'A1 liCUiif",:;'i,,_ - -- - A...ou.irifCiiViojiiiTtiii,uClIO"',
l311. Original bturn ("oJ 2. Supplemental Return 0 3. R,malnder Relurn
- (for dale, of death prior 10 1'.13,821
o .c. lImlt.d E,lote '-J .cD. fUlur, Inl"e.1 Compromhe 0 5, hd"ol E.lol, lolt Return R.qulred
~ (lor dol.. of death afte, 12.12.82)
o 6. Decldent Dlld TIIIOI' (] 7. Decedent Malntalnld 0 living T,u.1 ...l0. Tolol Numb,r of 5afl Depolll Bake.
(Attach copy of Will) IAlloch copy of T,u.l)
ALL CORRESPONDENCE AND CONFIDtNTlAL TAX INFORMATION SHOULD BE DIRECTED TO.. ',I ,,; ),t.;." 1'0/ ,.' ."
M COMrttu MAlIum AOOlfU
J. nObOl,t staul'rOl', Atty. IIm'lcot tlqunro D1de.
1111'''0''1 NUMIU l1ochanicsburg, I'A 17055
~~
Q,.i'tO
122.016.1)1
0.00
o 00
1l0~B
1. R.al E"a'. 15th.dul. AI (1 I
2, S'ath and Band. (5th.dul. B) 12 1
3, Cla..l, H.ld Slatk/Partn."hlp In'''.'' 15th.dul. CJ 13 )
.c. MO'lgoge. and Notll Receivobll ISchldule OJ l.c J
5, Caah, Bonlt Depoalla & MI.cellaneou. Pellonol Pfope,ly ( 5 )
(5th.dul. EI
6. Jointly Owned Property (Schldull F)
7. T,an.l", (5th.dul. GIISth.dul. II
8. Tolol Grall A..,.. (tololllnll 1.7)
9. Funeral hp.n.... Admlnl'lrollve Coah, MllCtlllaneou.
Ekpenall (Schedule HJ
10. Debh. Morlgogl L1obllille., lie", (Schedule IJ
11. Tolal Deductlona (Iotalllne. 9 & 10)
12. Net Value of E.tot.llIne 8 mlnuaUne 11)
13. Charitable and Govltnmenlol B.qullh (5chedull' J)
U. Nel Value Sub ,eI to Talt (line 12 minu. line 13)
IS. Spouaol Tronlfe,. (for dole. of dealh ah., 6.30.9"1
See lnllruellon. for Ar,pllcoble Pe,unloge on Reven. (151
Side. (Include volulI rom Schedule K or Schedull M.)
16. Amounl of line 1.c 10koble at 6% fole
(Include valu.. from Schedule K Of Schedule M.)
17. Amaunl of line U toxobll 01 15% role
(Include volu,. from Schedule K or Schodul, M.J
18. Principal talC dUI (Add 'OK from line. 15. 16 and 17.)
19. Cradil. Spau.ol Povert)' Cradil P,lar Poymen" Diacounl Inlerelt
O.QO + 0.00 + 0.00 0.00
20. If lIn, 191a greatar thon Unl 18. enlar Ih, dlfferanu on line 20. Thlals Ihe OVERPAYMENT.
mo
161
(7)
0.00
86.913.06
456,040.15
(91
31,876.08
353.64
I B)
(101
32,229.72
423.010.43
0.00
u.23.810.43
0.00
25,1,.28.63 _
0.00
(II)
(121
(131
("I
O.OOK.__
(16) _
4..sh 810 .4':?K .06 _
(171
O.OOK .15 _
(I B)
25,428.63
(19)
(20)
0.00
0.00
'hodc h(lte If you oro roquesllng 0 ,e-fund of your ovorpayment.
25,L~20.63
0.00-
2".!.~20.61
21. If lIn, 18 I. graater than Un. 19, Inler Ih. differenu on lIn, 21. Thh la Ihe TAX DUE.
A. Enl.r thelnlefeat on tho bolanu due on Unl 21A.
B. Ent., ,h. 1.101 allln. 21 and 21A an lIn. 21B. Thl." ,h. BALANCE OUE.
Malee Checlc Payable la, RlgI.ler of WUI., Aglnl
llli'W/ ,ii'" BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ,'i'
Under penaltle. of pe,jufY. I declaro thai I hovl exomln.d thl. relurn. Including occompon)'ing achedulll and 'Iolemenh. and to lh, bill of my Itnowledgl and belle I.
ilia I,u" correct and complll.. I declare Ihal all ,eo I 1110 Ie ha. been reported at true markel value. Declarallon of prapor.r oth.r than Ih, penanal rapr.llnlotlvl I.
balld on alllnformollon of whIch porer hot on Itnowledg,.
SI II .sOH "~SlII 10 Illl!'" lH AOOlf5S 1301 Ln1coHood Dl'i ve. DAn/ /
' ~. 'Zet. ..,. \'111minrcton. DE 19U03 6/2.') '16
"('AIER' HIl," IN AlIV! AOOIIESS Hnrlcet Squaro Dld.. OAT! .
J.Iochanicobul' PAe; 1 0 1}/21:/91'
(21)
(21AI
121BI
Act .48 of 1994 provldo. for Iho roductlon of Iho lOll rolo. Impo.od on Iho nol valuo of Irando,. 10 or for
Iho u.o of Iho 'POUIO. Tho ralo. a. pro.crlbod bv Iho .Ialulo will bOI
o 30/0 (.031 will bo appllcablo for 0.1010. 01 docodonll dvlng on or aJlor 7/1/94 and boforo 1/1196
o 2% (.021 will bo appllcablo for 011010. 01 docodonl. dvlng on or aflor 1/1/96 and boforo 1/1/97
o 10/. (.011 will bo appllcablo for 0.1010. 01 docodonl. dvlng on or aJlor 1/1197 and boforo 111198
o Spou.allrandor. occurring an or aflor 111/98 will bo 8II0mpl from Inhorllanco lOll.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (..0) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a Iransler. and:
o. retain the UI8 or Income of the property transferred, .......................................................
b. retain the rlghtta designate wha shall use the property transrerred or lis Income, ...............
c. retain a reversionary Interest; or ............................................."...........,........................
d. receive the promise for lIIe 01 either payments, benellls or care' .......................................
2. II death occurred on or belore December 12, 1982, did decedent within two yean preceding
death transler property without receiving adequate consideration' II death occurred alter
December 12, 1982, did decedent transler property wllhln one year of death without receiving
adequate consideration' ...,.. ..... ,.......... ........, It,............,.., ,....,., t., ,...... ,.., ,..' t.. to .......,.,. 00 .....
3. Old decedent own on 'In trultlor' bank account at his or her death.......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETEt,$CHEDULE'iGn~ND FILE IT AS PART OF THE RETURN.
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8E: l d z- -mr 95.
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REY.1S0J U. 14.161
.
SCHEDULE B
STOCKS AND BONDS
(OMMONWEAltlt O. pfNNSVlYANIA
IHIlUltANCE tAxlIftUIN
IUlpr:NIOECEDfNt
TATI 0.
.,LE N SiR
l~LOnEIICE D. ECI~ELS
(All propl/Iv folnllv.ownod wllh Rlahl 01 Survl.o"hlp mull bo drlclolod on Schodulo '.)
ITEM
NUMBER DESCRIPTION
I.
307 shnl'cs of common 0 toolt of A. '.1'. & T. Co., n t
62-1/0 pov shnre.
504 shares of oOlllmon stoole of Amoviteoh Corp., nt
52-3/0 per ahnre.
32!~ shnres of oOllnnon otoole of Bell Atlnntio Corp.,
nt 61~4 per shnre.
319 shares of OOllllllon etoole of Doll South Corp., nt
74-1/0 pal' ohnre.
9.610 shares of common otoclt of PIIC Danle, II. A., at
20-5/0 per shBl'e.
2.
3.
4.
5.
TOTAL (Allo onlor on IIno 2, Roco Ilulollon
(" mar. .pac. Is n..ded, Insert additional .heels o( sam. size.)
21-95-0000-Stnte
1995-00000-Collnty
VALUE AT DATE
OF DEATH
$ 24.042.30
26,397.00
19.045.00
23,645.00
275,006.25
$ 369.016.51
U'#IIGtU.IU11
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plla,. Prlnl ar l' I
FilE NUMBER 21-95-0008-3tnto
1995-00000-00unty
COMMONWfAltH Of PENNSYlVANIA
INHllnAHCI fA. IUUIN
IIIIDINT DlelDINT
ESTATE OF
FT.onmrCE D. EClmrJ13
CAn,r.par'y lol"tly..ow"od with tho light of lurvl'IDflhlp mu.t II. dlnto..d ." Ich,dulo 'J
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
THenty-oovon (27) 13ilvor Dollare looated in
deoedent' a Safe Dopooit Dox Ilt PliO Dllnk, II. A..
Hain Ilnd Hal'ltet Sto., 1l00haniooburB. PA, valued
at :114.00 per ooin.
$2.33 oopper pennioo looated in deoodont's 13afe
Defooit Box at above looation.
One ~0.25 oent piooe, looatod in deoedent's Safe
Deposit Dox at above looation.
$
108.00
2.33
0.25
2.
3.
$
nO.58
(Attath addltlonaI8~" x 11" ,hoot. If moro .patol. noodod.1
IIVIIIIII_I'II,
ITEM
NUMBER
-
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Prlnl or TV'.
NUMBER 21-95-0UOll-State
1995-00UOO-county
AMOUNT
(OMMOt~WU.UH 0' 'fNtU.YIVAUlA
ItHUIIIIANC( IAk InUIN
IIUIDfNI DfCfDftH
Florenoe D. Hokela
DESCRIPTION
A. Fun.ral bp.n....
1.
l1yera Funernl Ilome, Ino., 37 Eaa t IIain :.It..
Hechaniollblll'B. PA 17055, funeral exponaeD.
4,070.08
.'1
'I
B. AdmInistrative Cosh.
1.
P.nonal Ropro.onlatlvo Com minion. - llano
Social Socurily Numbor of Pononol Ropro.onlatlvo:
Yoar Com minions paid
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
0.00
2.
Anornoy Foo. J. Hobert Stauf'fer, Esq., attorneyl s fee.
5,535.00
3.
Family Exomptlon
Clolmanl
Addron of Clalmanl 01 docodonl'. doolh
Slrool Add..n
CUy
Zip Co do
Rolotlon.hlp
51010
Probato Foo. Cumberland County, Pennsylvania Re6istor of
~Tills, Letters Testamentary,.
Mlscellan.ous Expons...
Pennsylvania Department of Revenue, payment of
4th quarter 1995 personal Inoome Tax Elltimate.
Register of ~lillB, one (1) Short Certifioate.
Internal Revenue Service, payment of 4th quarter
1995 personal Inoome Tax Estimate.
Greenawal't & Company, C.P.A., P. C., 400 West Hain
St., Hechanicsburr;, PA 17055, preparing 1995
Pennsylvania and Federal Income Tax Returns.
Register of Wills, filing Inventory and Pennsylvani
Inheritanoe Tax Return.
343~90
2,800.00
3.00
18,000.00
300.00
25.00
TOTAL IAI.o onl.r on IIno 9, RocapUulotlon)
(If more spac. Is n..d.d, Ins.rl addlllonal sh..Is of sam. sl...)
31,876.00
5
,",...~._-~-.~_...........--.--_. ~ ~~-''"-''-_._'~'-''-''- ,
''''"''''11.'', '*'
COMMQNWUUH Of tfNNlnVANIA
INIlU.1ANCI WI .nulN
IUIOIH' DfetDIH'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
FLommOE D. EOKELS
PI.a.. Print or T .
MBER 21-9 -0 0 -StlltO
1995-00008-00unty
STATE or
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
PonDa PhllVlllllOY, bnlunoo duo 011 Illod1olltionD.
$
3S3.6/+
TOTAL (AI.o onl.r on IIno la, Recapll.latlon)
(II mort 'pact is n..ded, Ins.rl additiona/.h.." o( .am. size.)
$
353.61~
..... ""11'11.'1
~:'~'91\
....UW
COMMONWIAIlH O. UWUVIYANlA
IHlIUI'ANCI tAl "IU_H
"SIOIHIO.ClDIH'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
21-95-0606-state
1995-00608-County
AMOUNT OR
SHARE OF ESTATE
FLOREIlCE B. ECKELS
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
A. Toxobl. B.qullht
1.
JoAHN E. \'iIr,r,IS
1301.Lalcewood Drive
Wilmington, DE 19803
Daughter
Entir e Estate.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental BequIII&!
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enler on line 13, Re,opltulotlon) 5
(If more .pan I, n..d.d, In..,t addltlonallh.... of ,am' ,be)
COMMONWEALTH OF PENNSYLVANIA L
COUNTY OF CUMBERLAND J
ISI
Jo Ann E. \H11io
b.lng duly 9HO~L___ .ccordlng 10 I.w, dopo... .nd "Y' Ihot /:h. io tho Exooutrix
of Iho E".lo of 1/101'0"00 n. Eoltolo
1.1. of _ILoJ;~th_.l:!i<J9:!'QPql1 '~.lJ.!~/]1.1.iP.__. , Cumb.rlend Counly, P.., d.c....d .nd th.t the
wllhln I. .n Invenlory m.d. by -do...Allu-E....J/i l' i n ._ _ , Ih. ..Id Exooutrix
of the enllro e.lol. uf ..Id d.ced.nl, con.lstlng of .lIlh. p...on.1 proll.rly .nd r..l .".te, oxc.pt re.l .st.le ouhld.
Ih. Commonwealth of P.nn.ylv.nl., .nd Ih.1 Ih. flguros oppo.lle e.ch It.m of Ih. Inventory repre..nt It'. f.lr v.lu.
os of tho d.le of dec.d.nl'. d..lh.
Hay
1996
. (J!4:L~~
a-Ann E. Vlillis
1101 Lalcal/ood Drivo
Hilmington, DE 1900)
Sworn
.nd .ub.crlbod bofor. mo,
Add,...
0.1. of O..th
10
DIY
llovombar
Month
1991)
v..,
INSTRUCTIONS
I. An Inv.nlory mu.t be fII.d withIn three month. .ft.r .ppolntm.nt of po..on.1 r.preunt.llve.
2. A .uppl.mont Inventory mu" bo Wod within thirty d.y. of dl.covery of .ddltlon.l ....h.
3. Addltlon.l .h..h mey be .tloch.d .. to perlon.lly or r..lly
4. See Arllcl. IV, Flducl.rl.. Act of 1949.
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REV-1547 EX AFP 112-95*
COtMHMALTH Of' PrHHSYlYAHIA
D[PAATHE"I Of REY[NUE
BUREAU Of IHalY10UAl tAkEI
DEPT. 110601
ttARRUIURC, PA ll1U'060l
NOTICE OF INNERITANCE TAX
APPRAISENENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIOHS ANO ASSESSNENT OF TAK
ACN 101
DATE 09-23-96
(' 1-
FILE NO.
OF DEATH 10-11-95 COUNTY CUMBERLAND
HOTEl TO INSURE PROPER,CREOIT TO YOUR ACCOUNT. SUBNIT TNE UPPER PORTION OF TNIS FORN WITN YOUR TAX
PAYNE NT TO TNE REGISTER OF WILLS. NAkE CNECk PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
J ROBERT STAUFFER ATTV
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
Allount Rallttt.d
CUT ,ALONG THIS LINE . RETAIN LOWER PORTION FDR YDUR RECDRDS ~
REV:is'4-j-EX-AFji-n'F9SY"NiificnWi"NHEifii'ANCE-YliiD-PPRiiiiiEifENT~--ALi.-ciwANCE-O-R--m--------_m
DISALLDWANCE DF DEDUCTIDNS AND ASSESSMENT DF TAX
ESTATE DF ECKELS FLDRENCE B FILE ND. 21 ,95-D808 ACN 101 DATE 09-23-96
TAX RETURN WAS I I X) ACCEPT EO AS FILED
RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN
-1. R..l Eat.h (Schedul. A) (1)
2. stock. and Bonda (Schedula BJ C2J
5. Clo..ly Hald stock/Partner.hlp Int.r..t (Sch.dula C) (51
4. Hortg.gaI/Hot.. Raceivabla (Schedule DJ (4)
5. C..h/Bank Oapollta'"lac. Paraonal Property (Schedul. E) (5)
6. Jointly Owned Property (Schedule f) (6)
7. Tran.fara (Schedule OJ (7)
a. Total A...t.
APPRDVED DEDUCTIONS AND EXEMPTIDNS:
,. Fun.ral EkPan.../Adll. Coata/Hi.e, EMPen... CSch.dul. H) (9)
10. D.bt./Hortg.g. LI.billti../Li.n. CSch.dul. I) CIO)
11. Tot.l Deduction.
12. N.t Value of T.M R.turn
13. Charitabla/Govarna.nt.l a.qua.t. CSch.dul. J)
14. N.t Valu. of E.t.t. Subj.ct to Tax
) CNANCEO
.00
369.016.51
. DO
.00
110.58
. DO
B6.913,06
ID)
31.876.08
353.64
Ill)
(12)
(13)
114)
, 456,040.15
~',"9 7'
423.810.43
.00
423.B10.43
NDTE:
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
I~ an assessment was issued preViously, lines
re~lect ~igures thet include the total o~ abb
ASSESSMENT DF TAXI
15, Anount of Lin, 14 at Spou..l
16. A.ount of Line 14 t.Mabla .t
17. Anaunt of Lina 14 taMable .t
18. Prlnoipal TaM Du.
rat.
Lin..l/Cl... A r.t.
Coll.t.r.l/Cl... Brat.
115)
116)
117l
TAX CREDITS:
PAYNENT
OATE
07-U2-96
RECEIPT
NUNBER
AA11300D
DI5COUNT 1+)
INTEREST 1-)
.00
.OO.K .00.
423.810.43 X .06.
.00 X .15.
I1BJ
ANOUNT PAID
25,428.63
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
.00
25.428.63
.00
25.428.63
25.428.63
.00
.00
.00
. IF PAlO AFTER DATE INOICATED, SEE REVERSE
FOR CALCULATION OF AOOITIOHAL INTEREST.
IF TOTAL OUE IS LESS TNAN f1, NO PAYNENT IS REQUIRED.
IF TOTAL OUE IS REFLECTEO AS A "CREOIT" ICRJ, YOU NAY BE OUE
A REFUNO. SEE REVERSE SlOE OF THIS FORN FOR INSTRUCTIONS.)
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RESERVATIONr E".t.. 0' dlcedant. dvlng on o~ b.for. D,c.~'r 12, .,., .... l' .nv future Int.r..t In the ....t. I, 'ran.f.ttad
In po.....lon or enJoy..nt to Cl... . (colllt.r.l) bln.fle..rl.. 0' thl dlc.d.nt .,t.t thl IMPlrl'lon of anv .,..t, for
I1f. or for v..r., thl Coasonw..lth hat.bv ..pt...lv r.l.tv.. th. right to appr.lsl and ...... tran,'.r Inh.rltancl TIM"
.t thl lawful Cl... . (coll.t.ral) t.t. on any luch future Int.r..t.
P\JIIPDSE OF
NOTICEa To 'ulfl11 'h. r.qulr.,ant. 0' s.ctlon Zl~O of the Inh.rltanc. and E.t,t. riM Act, Act ZZ a' ."1. 12 P,$.
S.ctlon 21<<10.
PAYMENTr D.tach thl top portion 0' thl. Holle. and .ubalt with your plv.ant to th. RIDI,t.t of Will. prlnt.d on the t.v.r.. lId.,
--"akl ch.ck or .on.v ordlr' p"vebl. tOI REGISTER OF MILLS, AGENT
All psynan" r.c.lv.d ,hill flr.t b. appll.d to any Int.r..t which "V b, due with any r...lnd.r .ppll.d to thl tlM.
REFUND (CA). A r.fund of . t.. cr.dlt, which wa. not r.qu..t.d on the TaM R.turn, ..v bl r.qu..t.d by co.pl.tlng In "APPllc.tlon
for R.,und 0' Penn.ylvanl. Inh.rltanc. and E.t.t. T.M" CREY.13131. Appllc.tlon. .r. .v.llabl. .t the O"lc.
0' thl R.gl.t.r 0' Will., any 0' the 25 R.v.nu. DI.trlct 0"Ie.., or by c.lllng the .p.cl.1 2~.hour
an.w.rlng ..rvlc. ~'r. 'or 'or.. ord.rlngl In P.""'Ylvanl. 1.800.562"2050. out.ld. P.nn.ylvanll and
within loc.l H.r~l.burg .r.. (717) 781.809~, TOOl (111) 712"2252 (H..rlng 1~.lr.d Only),
OBJECTIONS a Any p.rty In Int.r..t not .'tl.f,.d with the .ppr.I....nt, .llowanc. ar'dl..llowanc. 0' d.ductlon., or ...o....nt
of t.x (Including dl.count or Int.r..tl .. .hawn on thl. Hotlc. au.t obJ.ct within .IMty (60) d.y. of r,c.lpt 0'
this Notlc. bya
ADMIN
ISTR"lIVE
COAMCllaNS.
"'wrltt." prot..t to the PA D.p.rt..nt of R.venu., BOlrd of App..Is, D.pt. nlGZI, lI.rrllbutg, PA 17121.1021, OR
.....Iactlon to have the ..tt.r d.t.t.ln.d..t audit of the .ccount of the p.r.on.1 r.pr...nt.tlv., OR
--,pp"1 to the Orph~.' Court.
DISCOUNTa
.
Factu.1 .rrot. dl.cov.t.d on thl. ........nt .hould b. .ddt....d In wtltlng to. PA D.p.tt..nt af R,v'nul,
But... of Individual TaMil, A11HI Poll A.......nt R.vl.w Unit, D.pt, 110601, tt.rrllbutD, PA 17128.0601
Phon. (7171 111-6505. S.. p.g. 5 of the bookl.t "In.tructlon. fot Inhltltanc. l'M R.tutn for a R..ldant
D.c.d.nt" (REY"ISOI) for an ..planatlon of ad.lnl.tratlv.ly corr.ct.bl. .rror.:
If any t.x due I. paid within thr.. (5) cat.nd.r aonth. .ft.r the d.c.d.nt'. d..th, , flv. p.rc.nt eSX) dl.count of
th. tlx paid I. .1I0w.d, '
PEHAlTYa
Thl IS~ tax .en..ty non.p.rtlclp.tlon p.n.lty I. cDeput.d on the totll of the t.w and Int.r..t .......d, and not
p.ld b.fora January Ie. 1996, the flr.t day o,t.r tha .nd a' the tlM ean..ty p.rIOd. Thl. non.partlclpatlan
p.n.lty I. app..lebl. In the .... .ann.r .nd In the the .... tl.. p.rlod .. YOU would app.al the taM and Int.r..t
th.t h.. b.en .......d .. Indlc.t.d on thl. notlc..
INTEREST.
Int.r..t I, ch.rg.d b.glnnlng with 'Ir.t d.y 0' d.llnqu.ncy, or nln. (9) 'onth. end on. (II d.y fro. the data 0'
d..th, to the d.ta 0' pay..nt. TaM" which b.c... d.llnqu.nt b,'or. Januaty I, 1982 b.ar Int.ra.t .t the rat. 0'
,Ix (6~J p.rcent p4r annul c.lculat.d at . dally r.t. 0' .000164. All t.M., which b.ca.. d'llnqu.nt on and a,tar
January 1, 1'12 will b..r Int.r..t at a rat. which will vary 'roe c.l.ndar y..r to cal.ndar v..r with th.t r.t.
ennounc.d by the PA D.p.rt..nt 0' R.v.nu., Th. appllcabl. Int.r..t rat.. for 19.2 through 1'96 ar'l
'!!!! Intar.at Rat. DIlly Inter..t Fftctar :!!!r Tnt.r..t R.t. O.llv Int.r..t Factor
1982 ZD~ .0005~' 1917 OX .000241
I9U 16~ ,000438 19.'.1991 lIX ,000301
1914 IIX ,OOOSOI 1992 OX ,000247
1945 In .OC05S6 1995.1'94 1X .000191
19.. m .000214 1995"1996 .~ .00OZ41
nlntar..t II calcul.ted .. followlI
INTEREST . BALANCE OF TAX UNPAIO X NUHBER OF DAYS OELINQUENT X OAiLY INTEREST FACTOR
....Any Notlc. laau.d .ft.r the t.. b.co... d.llnqu.nt will r.fl.ct an Int.r..t c.lculatlon to ,Ift..n (15) d.v.
bayond the doto a' the ........nt. I' Ply..nt I. aad. aftor the Int.r..t co.putatlan dati .hown on the
Notlc., .ddltlon.1 Int.r..t .u.t b. colcul.t.d,
'.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
PLOH1WCE B. ERam,s
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 following:
a. Did the personal representative file a final
account with the Court? Yes No x
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 x
Personal representative is sole beneficiary and legatee under the Will.
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and ma,:....l:?e-jttached to this report.
Date: q j.?/J /9 t //
t ignature
J, Robert Staurfe
Name (Please type or print)
l!llrket Square Bldl<.
Address Hechanic sburg, PA 17055
'0",
<11'=
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(717) 766-9673
Te 1. No.
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or;; Q . ~li
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tRi\H I rmf/ AH:H
Capacity:
Personal Representative
Counsel for personal
representative
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