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ALTA V. PAINTER
BE IT REMEMBERED that I, ALTA V. PAINTER, of the Township of
Union, County of Erie and State of Pennsylvania, being of sound
mind, memory and understanding, do make and publish this my Last
Will and Testament, hereby revoking and making void all former
Wills and Codicils by me at any time heretofore made.
AND to such Estate as it has pleased God to qntrust to me, I
dispose of the same as follows:
FIRST. I direct that all my legal and enforceable debts
including funeral expenses and including the cost of a suitable
monument at my grave, expenses of my last illness and the expense
of the administration of my estate, including inheritance taxes,
be paid by my Executor hereinafter named, or her successor, as
soon after my decease BS may be practical.
SECOND. All of the rest, residue and remainder of my
property, real, personal, and mixed, at whatever time acquired by
me, and wheresoever situated, (hereinafter called my residuary
estate) including all property over which I have testamentary
power of disposition or appointment, I give, devise and bequeath
to my children, JANE R. WIMER, RICHARD H. PAINTER, JULIA M.
SHELLITO, HOWARD D. PAIN'fER and CHARLES C. PAINTER, in equal
shares, to share and share alike. If any of my children shall
predecease me or die simultaneously with me, then I give devise
and bequeath the share of such deceased child to his or her
surviving children in equal shares, per stirpes.
AND I hereby nominate, constitute and appoint my daughter,
JANE R. WIMER, Executor of this my Last Will and Testament. In
the event my daughter, JANE R. WIMER, fails to survive me, or is
/'> . /-;-, 1/ /- ,: " /...-,
Alta V. Painter
Page One of Three
,. t'
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ERIE
We, Alta V. Painter, Virginia Kuhn, Tammy L. Osborn
and Carol Piazza, Testator and the witneases,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the
instrument as her Last will and that she had signed willingly (or
willingly directed another to sign for her), and that she
executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as witness
and that to the best of their knowledge the Testator was at that
time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
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Alta V. Painter
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Witness
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Witness
Subscribed, sworn to and acknowledged before
Painter, the Testator, and subscribed and sworn to
Virginia Kuhn, Tammy L. Osborn and Caro iazza,
this 25th day of March, 1992.
me by, Alta V.
before me by
witnesses,
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Notary Public
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Page Three of Three
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DND. AA
185147
'COMMONWEALTH OF PENNSYLVANIA
DlPARTMINT 0' .IVINUI
,'OFFICIAL RECEIPl' . PENNSYLVANIA INHERITANCE AND ESTATE TAX'
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RECEIVED FROM,
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ACN
ASSESSMENT I!'
CONTROL ~
NUMBER
AMOUNT
ROGER B IRWIN E!3r.lLJIRE
101
"J~6.:S. 07
60 W POMFRET STREET
CARLISLE, PA 17013
'OlD Hilt -
ESTATE INFORMATION.
f:II FILE NUMBER
1II 21-1995-0862
1:1 NAME OF DECEDENT (LASTI
I;iI PAINTER ALTA V
~ DATE OF PAYMENT
Iii 02/06/97
II POSTMARK DATE
COUNTY
SSN 172-36-26'.9
(FIRST) IMI)
CUMBERLAND
DATE OF DEATH
09/25/95
REMARKS RHODA-JANE WIMER
C/O ROGER n IRWIN ESQUIRE
SEAL CHECK II 1009
m TOTAL AMOUNT PAID
110465.67
V2
RECEIVED BY
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. $I0NAIURf
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILI.S
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. REV. 1500 EX . (7.14)
FILE NUMBER
FDA DATES OF DEAnt AFTER lZ/J1I8' CHECIltHERE
IF A SPOUSAL
CAr
no
C 0 ~
K P S
cO"'I1Fm.~W'~Clll.mrt!il~~'NIA
HARRlsB5~t,if.m\la .060'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTY CODE
2l-95-0B62
YEAR
HuuorR
v
O[CEOENY'SCOUPLE1[ ADDRESS
82 Sllvor Crown Drlvo
Mochonlcsburg. PA 17055
COMPLETE MAILING ADDRESS
IR\lIN. McKN1GHT'& 'HUGHES.
60 \lost Pomfrot Stroot ~'j
Corllslo PA 17013
Nono
Nono
Nono
NonB
1/,,863.50
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DECEDENT'S NAIrtAE (LAST, FIRST, AND MIDDLE INITIAll
Polntor Altu
SOCIAL SEeURlfY HULlOER DATE OF DEAHt
172-36-2649 09/25/1995
DATE OF DIRTH
02/26/1913
AMOUNT RECEIVEDISEE INSTRUCTIONS)
0.00
R.mainder R.turn
liar dal.. 01 dealh prior 10 12-13,021
Fed,ral Estate Tile R.tur" Required
Total Numb., of 5.'. O.posit BOles
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(1)
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E Ro or B. Irwin Es ulro
5 N TELEPHONE NUUOER
- T 717-2/,9-2353
1. Rea' ESIa" (Schedule AI 1
2. Slacks and Bonds (Schedule B) (2)
3. Closely Held SlockIPartne"hip Inl""1 (Schedule C) (3)
4. Mortgag.. and Nol.. Receivable (Schedule D) (4)
S. C..h. Bank Daposrts & MlsceUaneous Pa"ona' Ploperty (Sch. E) (5)
5. JolnUy Dwnad Property (Schedule F) (e)
7. Transl... (Schedule G) (Schedule L) (7)
e. Tolal Gross Assets Itolal Lines 1-7)
9. Funeral EKpenses. Administrative Costs. Miscellaneous
E.penses (Schedule H)
10. Debts. Mortgage L1ablldies. Lien. (Schedule Il
11. Tolal Deduclions Itola' Lin.. 9 & 10)
12. Nel Value 01 ESIa" (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Nel Value Sub'ecllo Tal (Line 12 minus Line 13)
16. Spousal Transfers (lor dates 01 death ahor 6..30-94)
See Instructions lor Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M.)
11. Amount 0' Line 14 taKable 8t6'/. r81e
(Include values from Schedule K or Schedule M.)
17. Amount 0' Line 14tusble 8t15'1. rale
(Include values from Schedule K or Schedule M.)
18. Pllnclpalla. duelAdd Ia. 110m Line 15. 16 and 17.)
19.Credrts/Sp Poverty Prior Payments Discounl Inler.sl
0.00. 0.00 . 0.00 2/,.63
20. If Line 19 is grealer Ihan Line 18. enler the ddference on Line 20. This is Ihe OVERPAYMENT.
IX] 0 ICheck her. It you .r. reque.Ung a refund of your overpayment.l
21. II Line 18 Is grealer Ihan line 19. enler the ddference on Line 21. This Is Ih. TAX DUE.
A. Enter lhe interesl on the balance due on Line 21A.
B. Enle' Ihelo'al 01 Llno 21 and 21A on Line 21B. This i.'he BALANCE OUE.
Moke Check Po oblelo' Re Isler 01 Wills. A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
.rpenAl"o pelUfy. ec 1.I.t .v.... t .r.lutn,nc ngKCDmpllnyogac u... .I.t.mont.,' tol. ItO my now ~.. 1',taUue,
cOfrecllnd compl'I', Clecl"llh.1 .1I1..I..t.t. hIS been "porled.1 tlue mal..1 v.lue. Oecllr.llon of p"pII"r other Ihan Ih. perianal "prnenl'llv.l. b..ed on .Illnlofmatlon of
which pI'p11I" hn.ny .nowledg..
Count Cumbor 1 und
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST .FlnST AND MIDDLE ImTlAl) SOCIAL SECURITY NUMBER
X 1. Original Relurn
4. L1mi1ed Eslale
2. Supplemental Return
4., Future Interest Compromise
(lor dala. 01 dealh aft" 12-12,82)
[!] I. Oecedenl Died Testate D 7. Oecedenl Maintained a Living Trust
(Attach co 01 Will) (Anach. co of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO'
D 5.
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(9)
7 ,509.49
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(e)
11,,863.50
(10)
Nono
(11)
(12)
(13)
(14)
7 ,509,1,9
7,354.01
Nono
7 351..01
(15)
0.00 x
=
0.00
(16)
7 ,351,.01 X .06 =
0.00
~
(17)
"',1.24
0.00X.15=
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
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(18)
1,41. 24
(19)
(20)
(2/,.63 )
0.00
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(21)
(21A)
(21B)
1,65.87
0.00
1,65.87
Jono R. \limor
82 Silvor Crown Drlvo
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NATUREOFPREPAREROIHER IHAN REPRESENTATIVE IRW IN, McKNIGHT 6< HUGHES
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OAT
Act '48 011994 provides lor the reduction 01 the tax rates Imposed on the net value oltranslers to or lor
the use of the spouse. The rates as prescribed by the statute will be:
e3% (.03) will be applicable lor estates of decedents dying on or alter 7/1/94 and before 1/1/96
e2% (.02) will be applicable lor estates 01 decedents dying on or alter 1/1/96 and before 1/1/97
e1% (.01) will be applicable for estates of decedents dying on or alter 1/1/97 and before 1/1/98
eSpousallranslers occurring on or alter 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a I,ansl" and:
a. fltaln the use or Income of the property transferred,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
b. retain Ih. right la d..lgnat. wha shsn u..lh. p'apony tr.nsf.rr.d ar hi Incamo. . . . . . . . . . . . . . . . . . . . . .
x
Co rltalna"vlrslonarylnte,estior. . .. .. . . . . . . . .. . .. ... .. . ... .. . . .. . . ... . .., . . ..
x
d. 'Icelve the pram' lor lif. of eith" payments. benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
Z. If do.1h accurr.d an ar b.la,. D.c.mber 12. 1982. did doc.d.nt within lWa y.... prec.dlng d..th
transfer property without ,ecelvlng adequate consideration? If death occurred after Oecember 12.
1982. did decedent transf., property within on. year 01 death without receiving adequate
consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
3. Dldd.Cld.nlownan'lntrusllor.bankaccounlalhlsorherd.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.
r.
I REV.. 1108 EX + (2.17)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAl PROPERlY
Pleasl Print or T .
FILII NUMBER
21-95-0862
co"rN'Wi~gNhYANIA
ESTATE OF
Alto V. Painter SSO 172-36-2649 09/25/1995
(All '0'
ITEM
NUMBER
1
olnl -owned whh RI hI 01 Survlvorahl mual be dlacloaed on Sch.dul. F)
DESCRIPTION
PNC Bank, N.A., Burial Fund
(confirmation attached)
VALUE AT DATE
OF DE"TH
10,550.00
2
PNC Bonk, N.A., intorest on
Burial Fund
511. 89
3
PNC Bsnk, N.A., chocking
account 05070097138
(confirmation attschsd)
3,799.32
4
PNC 8snk, N.A., interest on
checking account
2.29
TOTAL ("'so .nl., on IIn. 5. R.ca lIulallon)
(Attach additional 8 112. xII. shatts II mo.. spac.ls natdad.)
COP'lr5ght Ie) 1m rorm IOftwlr. only CPSyatlml, Inc.
S 14 863.50
F..m 1500 SCh..... E (ROY. 2.87)
. ""','"4
-11;
'REY-lIUb. (7.11)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
CO"IIRJ\1B~,WhYANIA
ESTATE OF
Alta V.
ITEM
NUMBER
A.
II.
C.
Pl.... Print or I
FILE NUMBER
21-95-0862
Paintor
SS 172-36-26119
09 25 1995
OESCRIPTION
AMOUNT
1
Fun.ral Exp.n"'1
Hudak Bros. Monument Works
140.00
2
Pontall Hotel. funeral
buffet
217.59
3
Wayne W. Pifor Funora1 Home
2,026.00
1.
AdmlnlltraUv. Co.la. Jane R. Wimer
P,rsonal Repres.ntativ. Cof'l'VTlllllons
Soclll S.eu,1Iy Number of Per,o,,' R'p,.s.nlaUv.:
Ye., Comrrisslon. peld 1997
740.00
z.
Irwin, McKnight & Hughes
740.00
Attorney F.II
3.
Family Exemption
Clllmant Jane R. Wimer
Addr.ss of Claimant.' dlcedent's death
St,.e' Addles. 82 S 11 ver Crown
CIIy Mechonicsburg
3.500.00
Rellllonshlp
daughter
Drive
Sial. ~ Zip Code 17055
4.
Cumbo Co. Register of Wills
64.00
Prob'le Fels
1
MI.een.neou. Exp.n...,
Register of Wills, filing
fee
25.00
2
The Sentinel - estate notice
publication
56.90
TOTAL (Also ent.r on lin. 9. Rlea "ulltlon)
(II more Ipae.', noedod, In..rt addhlonal .hMtl 01 .am. Ilu.)
Copyrlghllc) 1194 form IOt.war. only CPSYlt.ms,lnc.
. 7 509.49
Form 1500Sch.d~ HIRav. 7-88)
. REV. 1113 EX + IZ-I1)
SCHEDULE J
BENEFICIARIES
CO".flm{\'~MhY.NIA
ESTATE OF
FILE NUMBER
21.95.0862
Alta V. Painter
ITEM
NUMBER
ITEM
NUMBER
SS
172.36.26119
09 25 1995
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
RELATIONSHIP
1
A, T...ble alquesls:
Jane R. \/Imer
82 Silver Crown Drive
Mechenlcsburg, PA 17055
Julia Shell I to
55 O'Dell Stroot
Union City, PA 16438
ono.fifth
daughtor
ono. fifth
2
daughtor
3
Howerd D. Painter
R.D. 1 Smiley Hill
Union City, PA 16438
son
ono. fifth
4
Cherles C. Painter
R.R. 1 80x 54C3
Dale, TX 78616
son
one. fifth
5
Derlene Rocha
1179 South Fourth Avenue
Kankankee IL 60901
grandchild
1/25th
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and GovernfT'llnlal alque.ts:
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS lAlso onlo, on lino 13. Roca ~ulalion)
1II maro spacols noodod. In..~ add~ionalsheolS 01 sa..... sila.)
Copyrlghl (cl1m lorm IOtlw.,. ontt CPS..sl.IM,lnc,
s
0.00
Form 1500 Schedule J (R~. l.fl7)
SCHEDULE J
BENEFICIARIES
Continuation. . .
Estate of
File Number
Alta V. Painter
SS# 172-36-2649
09/25/1995
21-95.0862
Ilem #
Nome & Address of Beneficiary
Relationship
Shore of Estate
6.
Christine Rocknowski
10 Saur Court
Bourbonnais,IL 60914
grBndchild
1/25th
7.
Nathan Painter
714 West Holly Street
Carthage, TX 76533
grandchild
1/25th
8.
Phillip Painter
714 WEst Holly Street
Carthage, TX 76533
grandchild
1/25th
9.
Tobey Painter
5095 McKeller Wood Or. #8
Memphis, TN 38116
grandchild
1/25th
"
iEa~;t 3.lUIill anu illl.\~yt~Ultl\ltt
AL'l'A V. PAIN'l'lm
BE IT REMEMBERED that 1, ALTA V. PAINTER, of the Township of
Union, County of Erie and State of Pennsylvania, being of sound
mind, memory and understanding, do make and publish this my Last
Will and Testament, hereby rovoking and making void all former
Wills and Codicils by me at any time heretofore made.
AND to such Estate as it has pleased God to entrust to me, I
dispose of the same as follows:
FIRST. I direct that all my legal and enforceable debts
including funeral expenses and including the cost of a suitable
monument at my grave, expenses of my last illness and the expense
of the administration of my estate, inClUding inheritance taxes,
be paid by my Executor hereinafter named, or her successor, as
soon after my decease as may be practical.
SECOND. All of the rest, residue and remainder of my
property, real, personal, and mixed, at whatever time acquired by
me, and wheresoever si tuated, (hereinafter called my residuary
estate) inCluding all property over which I have testamentary
power of disposition or appointment, I give, devise and bequeath
to my children, JANE R. WIMER, RICIlARD Ii. PAINTER, JULIA ~l.
SIlELLI'l'O, 1l0WARD D. PAINTER and CIlARLES C. PAIN'l'ER, in equal
shares, to share and share alike. If any of my children shall
predecease me or die simultaneously with me, then I give devise
and bequeath the share of such deceased child to his or her
surviving children in equal shares, per stirpes.
AND I hereby nominate, constitute and appoint my daughter,
JANE R. IHMER, Executor of this my Last Will and Testament. In
the event my daughter, JANE R. WIMER, fails to survive me, or is
/" /r . /-).
- / ,-- r'l~' Ii.
/7;,
Alta V. Painter
Page One of Three
unablo at" unwilling to act as my I::xocutot". J appoint my 60n.
1l0WARD D. PAINTER. Alternate Executor. of this my Last Will and
Testament. Upon being properly appointed to administer my
Estate. my Executor shall be free to administer my Estate as
allowed by law, without posting Bond or Obtaining Order of Court.
IN WITNESS WHEREOF,
to this my Will, written
and seal this 25th day
NinetY-Two.
I, ALTA V. PAINTER, the Testator,
on three sheets of paper, set my
of March A.D. Nineteen Hundred
lIi't..( ./1 (.l~..c;:
Alta V. Painter
SS, /7J-56-~6'1'1
SIGNED, SEALED, PUBLISHED and DECLARED by the above named,
Alta V. Painter, as and for her Last Will and Testament, in the
presence of us, who have hereunto subscribed our names at her
request as Witnesses thereto, in the presence of the said
Testator, and of each other.
.'-" .
/'" .,
. 'l.,
[' "', .....~ /~..,-,1-d
J
, I ,.~
'-.,-Yf.IM'-I/ >f C,oU:'[J('J
.j
WITNESSES:
( /
.-/
,_ -t....... .,t'_e.v
J-nAtf:1
~.
,J kC?--':-"-<A
" ......0 -
Page Two of Three
-... . .......-.......,.
. ,
.. , --':',", ',:.... , ;~",
............~....:"..._._......
have
hand
and
(SEAL)
.. i., .r.....
~~ .
._,_.. a_~~r: ...___....._._,....~;
COMMONWEALTH OP PENNSYLVANIA
COUNTY OF ERIE
"w __::'_0
.. ... -""':' . ....::;--.~.:4..........,.. ~.,..._ ""'''''',,__
We, Alta V. Painter, Virginia Kuhn, Tammy L. Osborn
and Carol Piazza, Testator and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the
instrument as her Last Will and that she had signed willingly (or
willingly directed another to sign for her), and that she
executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as witness
and that to the best of their knowledge the Testator was at that
time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
or2&- 'l/ Al':"C1...
Al ta V. Painter
. /
1\
,
':;'-"-'--~
ChLFf-{J / 7-?t~7:_{'-
Witness
SUbscribed, sworn to and acknowledged before
Painter, the Testator, and subscribed and sworn to
Virginia Kuhn, Tammy L. Osborn and Caro iazza,
this 25th day of March, 1992.
....,
".'.,,'1"1 .; '.
.. ~':. ,"
'.',", ~: "
...,H
I: "
'.--.....
Page
me by, Al ta V.
before me by
witnesses,
Notary Public
'./
FEB-03-1997 15'54
r",'" Ullllh. E"!.I\,
l'iUIlJl.u1\h.ll.\ l:l~U!j
ptlC IlfN< elF
P.B01/0111
Decedent Reporting
PNC Bonk, N.A.
Two PNC Plaza, 33rd Floor
Pittsburgh, PA 15222
PNClBANK
February 3, 1997
Law otfic:e=,
Irwin, McKnight & Hughes
West Porntr.t Protessional Building
60 west Pomfrot Strc,.t
carlisle, PA 17013-3222
RE: 2state of Alta '/. Painter, Deceased
5SN: 172-36-2&~9
POD: 09/25/95
Dear Mr. Irwin:
Please find the infoL~tion you have requested listod below.
~......CI\1'E Of! Dm'05:t'r
021000509941 Alts V..rdia Painter Thomas E. Mor:'9an Funoral Home Burial Fund
POD nalance: $10,551).00 + $511.09 accrued interest Established 11/06/93
:::7:relY,/ _~, J1
~!/~-:!:3'7
Lisa M. Mahoney
Decedent Reporting
1-800-762-1775 ('3)
-
TOTAl- P.OBl
Inventory of the real and personal Bstate of
AI.TA V. I'AINTlm
decoased
I. PNC Dank, N.A. - Ilur!nl ~'und, . . . . . . , . . . . . . . . , ,
2. PNC Ilnnk, N.A. - Ilur!nl ~'und Interest . . . . . . . .
3. PNC Ilnnk, N.A. - Checking Accollnt 05070097138 , . . , . . , , . . . . .
4. PNC Ilnnk, N.A. - Checking ACllount lntcrcat. , . , . , . . . . . .
10,550 00
511 89
3,799 32
TOTAl... . --, . . .. . . . . .t
14,g63 50
~~ ~ :0
, 8
n" {!
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I
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C '"\J ,:f"
c. loJ ? !2.
"1J':: .t:.:.
:V~ \0
2 29
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
u:
.JllllL! R. Wlm~r
~.,._,~- -_._._-~ ..--.----
b.lng duly aworn .__.,_ .ccordlng to I.w, dopo.o. .nd ..y. th.t aho - la the 1;J!.'!Sill.J::Jx.____
,_____,.__ of tho E.t.to of Altll V. I'lIlnter
I.to of __:;P.Y~r, :;I'rinl\ .'1'01'1161111' _______, Cumborl.nd County, P." docoa..d .nd th.t tho
wllhln I..n Invontory m.do by ._.__~-".!!~~'!I----. --..- ----, tho ..Id ~:xeclltrtx
of tho onllro ed.to of ..Id dec.d.nt, conslstlng of .11 tho p.rson.1 prop.rly .nd r..1 eshte, o.copt ro.1 e.t.to ou"ldo
th. Commonwoallh of Ponn.ylv.nl., .nd th.t tho IIgur.. oppo.llo ..ch 110m of th. Invontory repr...nt II's f.lr v.luo
II 01 tho d.to 01 d.c.dont'. d..th.
'"' '" b ."Ib.' b.I... m., t
--- -.---------...-..-- ----- ---~--~ .-._-,'
Sworn
" Ie R. W1JOOr
/1
Jll Si~Crown
Ilrtve
No SMI
.IRC<l\lolln. L. OrB h N '
eMl,lR flo,n. Cllmhil~'Rnd~~'bIIC
My CommIssion r:)'plrosAUQ. 1411~09
r.lolrtJcr. ~lA.'roCi.lla101NolnMs
D.t. of O..th _ 25
O'Y
Mcchonlcabllrll. I'A 17055
Addr...
09
Month
95
Vu,
INSTRUCTIONS
I. An Inventory mud b. mod wllhln thr.e month. .It.r .ppolntm.nt of porsonol repr..onhllvo,
2. A suppl.m.nt Inv.ntory must bo III.d wllhln thirty d.y. of dlscov.ry of .ddlllon.1 .......
3. Additlon.1 .h.... m.y b. .tt.ched as to p.rson.lty or re.lty
4. S.o Arttcl. IV, Flducl.rl.. Act of 1949.
....; Ul
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VI Z U '" ,;
0 '"
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e. Ul -0 .
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."
. Richard Painter Deceased August 1,1995
Heirs of Richard Painter
. Christine Rocknowski
10 Saur Court
Bourbonnais, 11. 60914
. Nathan Painter
714 W. Holly street
carthage, Texas 76533
. Phillip Painter
714 W. Holly street
Carthage, Texas 76533
. Tobey Painter
5095 McKeller/Wood Dr! ve
Apartment 8
Memphis, Tn. 38116
/,,-'C,"/-I/'
BUREAU OF INalVIOUAL TAXES
tN.allaHer TAll: DIYISION
DIP" PlOUI
twtAUIURG, PI l111'-0601
COMMONWEALTM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HOTlCE OF INItERITANCE TAM
APPRAISENENT, ALLOWANCE OR OISALLOWANCE
~F OEOUCTIONS ANO ASSESSNENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-26-97
PAINTER
09-25-95
2t 95-0862
CUMBERLAND
lot
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA t7013
1-
Allount A..itt.d
c~ *'
'lflU'" '''111'''1
ALTA
V
l
MAKE CMECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF \/ILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV: i5i;'j-E'iC AFii- i 03: 97Y"NCificE""eiF - i:"NHEiiii'ANC E -TAitAPPRA'isEiiENT-; -ALi"ciwANC E- iili' _m___ - .-- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMnNT OF TAX
ESTATE OF PAINTER ALTA V FILE NO. 21 95-0862 ACN tot DATE 05-26-97
TAX RETURN WAS. I X I ACCEPTEO AS FILEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Elt.t. (Schedul. Al
2. stock. and Bond. (Schedule B)
3. Cla..ly Held stock/Partner.hlp lnt.r..t (Schedule C)
4. Kortg_Gal/Not.. Receivable (Schedule DJ
5. C..h/B.nk Dapo.lt.l"l.c. Per.on.l Property (Schedule E)
6. Jointly Owned Property (Schedule FI
7. Tran.fara (Schedule G)
a. Tot.l A...t.
) CItANGEO
III
121
151
141
151
161
171
.00
.00
.00
.00
14,863.50
.00
.00
IBI
HOTEl To In.ur. proper
credit to your account,
.ub.it the upper portion
of thie fora with your
bx p.y.ant.
t4.a63.5D
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 7,509.49
9. Funaral Expan.a./Ad.. Co. ./Mhc. hpan... (Schadula H) (9)
10. Dabts/Mortgege LI.bllHla./Ltan. (Schedule l) 110) .00
11. Tot_l Daductlon. Ill)
12. Hat Valua of TaM Raturn 112)
IS. Charitabla/Govarn..ntel Baque.t. ISchadula JI 113)
14. Hat Valua of E.t.t. Subject to raM 114)
NOTE: If an assessment wss issued proviously, 1inos 14, 15 and/or 16, 17 and 18 will
rofloct figures that include tho total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Llna 14 at Spou.al
16. Aaount of Llna 14 taMable .t
17. A.ount of Lina 14 taMabla .t
18. Prlnclpel raM Due
r.t.
Lln..l/Cl... A rata
Coll.tar.I/CI... D rata
TAX CREDITS I
PAVNENT
DATE
02-06-97
RECEIPT
HUHBER
AA1B5147
DISCOUNT 1'1
INTEREST/PEN PAlO I-I
24.63-
IISl
CUI
117)
.00
7,354.01
.00
X . DO.
X .06.
X .15.
UBI
7.~09 49
7,354.01
.00
7,354.01
.00
441.24
.00
441.24
441 .24
.00
.00
.00
. IF PAlO AFTER OATE INOICATEO, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL OUE IS LESS THAN 'I, NO PAVNENT IS REQUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREOIT" ICRI, YOU NAV BE OUE
A REFUNO. SEE THIS FORN FOR INSTRUCTIONS. I
ANOUNT PAID
465.87
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
r',
l..
P-l
I
-;
')
l1.:
I'"
;~,
: ~ '-)
i36
RESERVATION, [.tat.. of ~~tl dyIng an or befora o.c.~r 12, I'.Z .. If ~y futu,. Int.,..t In t~ ..tat. II tr~.f'r'~
In po.....lan or ..,Jopent to CI... . Icoll.tuall beneflcl.,I.. 0' t~ deeH."t .ft., t~ ..plratlon of env ..t.t. '0'
II'. Dr 'or V..," the C~.lth ~r.br ..pr..'lv ,a..,v.. the rloht to eppr.I.. and ...... t,en.f., Inherltanc. T....
.t the lewful CI... . (colhhr.U rah 0f'1 eny IUdt futu,. Int.,..t.
PURPOSE Of
HallClI To fulfill the ,..,I,.eentl of S.ctlon 'IU 0' the IntMrltMu end [sht. T.. Act, Act II of 1995, 111 P.S.
Section 914DJ.
PAVHEHT, Detach \hi top po,tlon of this Notlc. tnf .ubIIlt with rour p.r.."t to ttMi R.glttar of WII.. prlnt~ on \hi rav.'.. .Id.,
--HIlk. chKk or ItDMW ord., p.yabl. tOI REGISTER OF HILLS, AGEHT
REFUND CCR)I A r.fund of . taw credit. which w.. not ,eque.t~ on the Ta. A.tu,n, "V b. r.qu..t.d by c~lltlno ." -Application
for R.fund of Penn.wlv."l. Inhe,ltanc. end E.t.t. Ta.- (REV-ISIS'. Appllc.tlon. .,. .v.llebl. .t the Dfflc.
Col' thlt Reali'" of WUh, MV 0' the 2S A.vWllM Dht..lct Offlc... 0" by c.UJnt the .pecla. '''-hour
~.warlna ..,vlc. ~r' fo.. fo,.. o..d.,ln" In Penn.wlv."l. 1-800-S62.Z050, out.lda Penn.vlv~l. and
within loc.1 H.,rhbu" ar.. 1717' 787-1094, TOOl 1717' 77Z.2252 (I......ng 1~.I'ed Onh'.
uw..ltt." p..ot..t to thl PA a.p.rt...,t of R.venue, Board of App..h, D.pt. Ulall. tt.....hbu'llI, PA I7UI-IOU. OR
.-.Iectlon to hi..,. the ..u... dahraln4td at audit of thl eccount of thl per.onal r-..r..antatlvI, OR
nappeal to thl Drph..... Court.
OBJECTIONS I Any p.rtv In Int.....t not ..tl.fled with thl .pp...I...."t. .llow",cI or dl..llowenc. of dlductlon., or ......eant
of t'l( Clncludlno discount 0" In"r..U II .hoMn on thlt Notlc. ......t obJact within .bty (60) dau of nulpt of
this Notlc. b.,a
ADtUN
ISTRATIYE
CORAECTIDHSI
factu.1 .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tOI PA D.p.rt.ant of R.v~..
Bur..u of Indlvlw.1 ...... ATTNI po.t A.......nt R.vl.~ Unit, D.pt. 1110601, Illlrrhburg. PA 17111-0601
Phon4 1717' 787-6505. S.. p.g. 5 of th. book).t "In.tructlon. for Inh.rltanc. r.. R.turn for . R.lld~t
OKlld<<tt- IMV-ISOI) fo' an ..plan.tlon of iKWlnlstr.Uv.h correctable .tror..
If an., t.. due I. Plld within thr.. el) c.l.nd.r lanth. .ft.t thl d.c.dant'. d..th, . flvl ~rcant 15X) dl.count of
th. t.. P.ld I. IIllow.d.
DISCDUfTI
PENALTY 1
The 15X till( .-na.tv non-p.ttlclp.tlan pen.lt., I. c~t~ on th. tot.1 of thl t.. end Int.,a.t ......~, and not
p.ld befor. Jenu.rv la, 1996, th. first d.'t aft.r th. .nd of the t.. a....nt't Pllrlod. Thl. non-partlclp.tlon
pan.lty II appe.l.bl. In the .... .ann.r end In tha the .... tl.. p.rlod a. 'tou ~ould appla. the t.. end Int.r..t
th.t hat bean ......ed II Jndlc.t~ on thl. notlc..
INJ[RESTa
Int.....t h charged helming with first d.y of d.lI~v, or nln. (9) ~Ih. end one (l) day trOll thl d.t. of
de.th, to thl d.t. of p'waent. Tax.. which bee... delinquent b.for. Janu.,., I, 191Z b..r Int.r..t It th. r.t. of
... C6X) pucant p.r annua calcul.t.d at II dlllh rat. of .000164. All I.... which b.c... delinquent on and .U.r
Jenulrv I, 19aZ will b..r Int.r..t at II rat. which will ..,.rv fro. c.l.nd.r v..r to clland.r .,..r with th.1 r.t.
announced by the PA Dlp.rt.ant of R.venue. lh. IIpplJcabl. Jnt.r..t r.t.. for 19112 through 1997 .r.1
!!!! Inhr..t Alii. Dally lnl.r..t Feelor !!!r Int.r..t Ret. Deily Intere.t Factor
1912 ZOX .0005U 1987 .X .000147
191J "X .000431 19M-I"1 IIi( .000301
191" lIX .000301 I99Z .X ,a00l47
1915 UX .000556 I99S-I994 ,. .000192
1916 lOX .000l74 1995-1'19' 'X .000247
--Int.r..t h calcul.tad .. follo~1I
INTEREST . BALANCE OF TAX UNPAIO X NUNDER OF OAYS DELINQUENT X aAILY INTEREST FACTOR
--An., Notlc. ".ued .ftar thl t.. bec~. delinquent will r.flact en Int.....t ulcul.tlon to fllt.an CIS' d..,.
ba.,ond the d.t. of the ........"t. If p.vltlnt Is .1Id. .ft.r the Int.rut coaputatlOfl date shown an the
Notlc., addltlon.1 Int.r." ......t be celcul.t4td.
STATUS Iml'OItT llN))Jm IUJLI~ (,.12
Numc of Dcccdcnt:
ALTA V. PAINTER
Dutc of Dcuth:
SEI'TEMBER 25.1995
No, 21-95-0H62
PurNuuntto Rulc 6.12 of thc SUJlrcmc Court OrJlhunN' Court RulcN, I rCJlort thc lilllowing
with rCNJlcctto comJllction ofthc ndminiNtrution ofthc uhovc.cnJltioncd CNlulc:
I, Stutc whcthcr udminiNtrution of Ihc cNtnlc iN comJllctc: L YCN _ No
2. Ifthc unNwcr IN No. NtUtC whcnthc JlcrNonnl rCJlrcNcntutlvc rcnNonubly bclicvcs tlllltthc
udminlstrntion will hc comJllctc:
3. Ifthc unNwcr to No. I is YCN. stntc thc 11)lIowing:
n. Did thc Jlcrsonul rcprcscntntivc filc u linulllccount wilh thc Court?
Ycs .lL No
b, Thc sCJlnrntc OrphllllN' Court No. (Ifllny) Illr the personnl rcprcscntutivc's
uccount iN:
c. Did thc pcrsonul rcprcscntntlvc SUite un nccount inlbrmully to the Jlurties
in Intercst'! .lL Ycs No
d. COJlics ofrccclJlts. rclcnscs. joinders und uJlJlrovnls of Illm)nl or Infonnul
nccounts mny hc tilcd with thc Clcrk of Olllhun's Court umlmuy hc
ullnchcd 10 this rCJl0l1.
Dutc:
07/01/97
. ) Lo\ / ~ c(l
Si~n"ture ( )
.... ~~.~
IRWIN. McKNIGHT & HUGHES
, ,;"1
~
"
Roucr B. Irwin. Esuuirc
Nume (pleu,e type or prin!)
60 Wcst Pomlrct Strcct
Address
Curlislc. PA 17013
City, SUlle, Zip
17 J7) 249-2353
Telephone Number
\0
"I
{~-
'I'
u_1
:=1
'J
x
I'crsonul RCJlrcNcntutivc
Counsel Il)r I'crsnnlll RCJlrcscntlltivc
("C-
o: .l-..
1-
p,
.1) ~.~
__ :J
(J(j
ClIJlllcily: