HomeMy WebLinkAbout95-00878
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PETITION "'OR PIWnATE ami GI{ANT OF LETTERS
No. _.;)-'-=--<15:. - _J>2.J>__
To:
Regi"er of Wills for Ihe
County or _~!l!.U~~~~lll.llL in lhe
COllll1lollwcahh uf PCllnsylvnnlu
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The pCliliolt of Ihe unucrshmclll-cspcctful!y n:prl.'M~nh (hat:
YOllT pClililll1cr(s), who is/me IN )'CiIfS or ugc ur older un lite ~.\CCtllQ!':~
Inlhe lu" will of the ubove decedent. dUled i\ Pl't 1 /'.
und codicll(s) dnted
numed
, 19.5.'1-
1'111I!:' rl'lC\'ilI11 dh:IlIll\IlIll\'C\, C,It, '(II11lldnllnn. dCiull IIr l'\Cl,'1I1m, elL',)
Decendelll wus domiciled ut deuth in Clll'lbOl'lnnd Coul1lY I'ennsylvnnin. wilh
har Ius I fumill' or prlncipul residenec UI lIen ninh Vi 1,~~F~' 100 !:t. li. 1. 10 n Dri va,
Ilechanioobul'~ 1'li. l70r:;<; (Hppol' Allon 'rQ\- ;'pl
Ili\l Mreel. lIumhcr IIrn! 1I1\1l1dpalll)')
Decendenl,then-S)? l'eur. of uge, died llovonlb"l' II, , 19 9<;
UI :lnl'l'iobul'f2: llOCll,i tal. Hnrl'inburn:. PA ,
Except "' follow.. decedelll did not murry, wn. not divorced IInd did nol hnve n child born or IIdopled
uner execution of the will offered for probllle; WIIS nOllhe vicllm of u killing IInd WIIS never ndjudlealed
ineompelelll:
Deeendent 1II denlh owned properlY with e'lltmlled vnlue. "' follow.:
(If domiciled In I'n.) All persanul properly $ 20.000.00
(If not domiciled in Pn,) Per,oulll property in Pennsylvllnlll S
(If nol domiciled in I'll,) Per.onlll properlY in COlllllY $
Vnlue of relll estnte In Pennsylvllnill $
sltuuted ns follow.: ilono
WHEREFORE, pelltloner(.) respeelfulll' requesH') Ihe probllle 131' the In'l will und codleil(.)
pre.ented herewilh und Ihe granlof lellers Tao tomcntC\rv
(IC\UUllCllliU)'; iulllllnio.uilliull C,I.II,; ndminhlHulun ll,b,It,C,I,II,)
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OATH 01' I)ERSONAL REPRESENTATIVE
COMMONWEALTH OJo' I'ENNSYLV ANIA } '8
COUNTY OJ! CU;:n:mL!\lID ::;
The pelilluner(s) IIbovc-nllmed swellr(.) or utTinn(s) thulthe .tutements ill the foregoing pelltion lire
Ime und eurreCI 10 the he.t uf Ihe knuwledge IInd helieI' of I'elltloner(s) IIl1llthulllS personnl represen-
11lIIve(.) uf Ihe IIbu"e deeedenl pelltioner(s) will wellllnd truly IIdmlnister Ihe estnle lIecordlng 10 luw.
Swurntu '~r :1.fflrmed2.\1II.d S.I.'bs,.ribed.{' .~-4-~~. .~ .L~ -- -- ~
hefore me Ilw; _____ u~ tin\' of ~
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.ovam, or___,;-; )~~. _' ~ ;' _!a
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MARY-C. LEWIS U"Ri,wr.), ~
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21 - 95 - 878
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LAST WILL AlID TESTAMENT OF KATHR'ill E. CASSEL
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I, Kathryn E. Cannel, of tha Borough of llechanicsburg,
County of Cumberland and Stat.e of Pannaylvania, being of aound
and disposing mind, memory and underatanding, do make. publish
and daclare thin my Last \o1i11 and Testament. hereby revokl,ng
nnd making void any and all Wills by me haretofore madA.
1.
I direct the payment. of all my juat. debt.s and funaral
expenaes aa soon after my dacease as the sama can be conveniently
done.
2.
All the rest, renidua and remainder of my estate shall be
converted into cash, and for this purpose. I aut.horiza, ampower
and direct. my Exacut.ors, hereinaftar named, t.o sall any and all
real eatata which I may own at. tha time of my dacaase, at. aithar
public or privat.e sale or aalen, and t.o convey t.he name t.o t.he
purchaser or purchasern t.hereof, by good and sufficient deed or
daeds in fee simple.
3.
Aft.er my est.at.a has been convert.ed into cash, I direct. my
said Execut.ors to distribute and pay the same t.e my children,
share and shure alike, and in the eyent thet any of my children
should predltcoaso me leavinG children to survive them. t.hen his
or her share in my eetate shall be paid over to said children,
per stirpea.
LASTLY, I nominata, const.itute and appoint. my son,
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Willard F. Cassel, Jr., and my daughter, Virginia Calabrese, to
be the F~ecutors of this My Laat Will and Tastamont.
IN WITNESS WHEREOF,
this 8 d.. day of
I have hereunto set my hond and Baal
cX;~l- , A. D. 1959.
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Jj a...Ct{.,~, f'. L(c...rJ-..t..~L(SEAL)
Kathry~1 . Cassal
Signed, saaled, publishad and declared by the above namad
KathI-yn E. Cassel, aa and for her Last Will and Taatamant, in tha
presanca '. of us, who have subscribed our names hereto as witnessea,
at the request of said taatatrix, in har presence and in the
preaenca of aach othar.
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CERTIFtCATION OF NOTICE UNDEn IlIJl,E 5,6 ( al
Name of Decedent: l:ATHHYH E. C;.CJSEL
Date of Death: l!OVol'lhor 1~, 199:'
Will No, 1995-00078
Admin, No.
To the Register:
I certify that notice of beneficial intereat required by
Rule 5,6 (a) of the Orphana' COlIl"t Rules was served on or mailed to
tile Collowing beneficiaries oC the above-captioned estate on
Name
Address
Hillard F. Cassol. ,r!'.. 125 S. Haehington St.. llechanicnburH. PA 17051)
Virginia Calabrese", 1~87 E. EIITIHood Ave., Hechanicaburg, PA 17055
Donald r.. Cnaeel, tJ B. Coover Sf:.. Iiochnnicaburr; , FA 170~<;
Kenneth L. Cnosel, 20.00 Holly St. Harrioburg PA 17104
\'!inorred J. Pepper, 105 E. Allon At.. Apt. loj, llechaniosburg, PA 17055
Notice has now been given to all persons entitled thereto under
Rule 5,6(a) except Hono
Date: /2 - 7- 9';
~~/.&{~?r-?dV4 t'-!A~rl;,41
i a turQ. ,
H la.rd t". Caoool Jr.
Name Virginia Cnlabreo,o
c/o \'Iillard F. Ca.ooel, Jr.
Address 320 S, \'Ianhinp;ton St.
l!ochanicnburg, PA 17055
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Telephone (71 '7l 766-61335
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Capacity: x
Personal Representative
Counsel Cor personal
representative
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1, .- "AA' "1:,1,2'503, '~;i~()~O.NWJALTH OF PENNSYLVANIA
NO., " ,. :"~ '" /!: ',: I', DIPAl1MINT or .IVINUI '. '. "
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;;";''''Il~..,j ,.' 'rO'~ICIALRlCIIPr .PINNSYLVANIAINHERITANCEANDESTATITAX
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RECEIVED FROM.
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ACN
ASSESSMENT I!'
CONTROL ...
NUMBER
AMOUNT
STAUFFER J ROBERT
MARKET UQUARE BUILDING
IV!
.1,.:Jdl.EJCl
MECHANICSeURG, PA 17055
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ESTATE INFORMATION,
1:'1 FILE NUMBER
Ii 21-1993-0878
1:'1 NAME OF DECEDENT (LAST)
~ CASSEL KATHRYN E
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN 216-01-17811
IFIRST) (MI)
CUMBERLAND
DATE OF DEATH
,
m TOTAL AMOUNT PAlO
SI,3:!l1.89
VZ
REMARKS
WILLARD F CASSEL JR
c/o J RODERT STAUFFER ESI1UIRE
CHECKII 'I
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RECEIVEO BY" " ,
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SEAL
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SlONATURt: .
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REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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I rOR DATlS or DEATH AnlR 12/31191 CHECK HIRE
If A SPOUS^L
I POVIRT! CREDITIS'CL,A1M.!D__IJ_____________
r1LENUMBER <OJ or' 1),"7') "t/lto
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COM.....OllWl/olT.' 01 rFW'!lUVAt4IA
OIPARIM(ljT Of R(VINUI
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tt"'IlIII!.~_I!~Cr, PA 111'lIl~bOl
(Jf"DIP..I!!Il,U.~t IIA!!I. III" M.ll M.tJtJllltj,II"11
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!l0(1", !IIeUlltf NUMtU I'J411 0' nI "'lit
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COUN'Y coor l'i''>~ . YEA" OOlI7[l "UMBER
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A:outj~ 'HII'~~: I~I~ ~nTlUCT)Otj!l1 _.________
[OJ J. Remainder Retutn
lfor dotel 01 d.olh prior 10 12.1 J,821
[~1 5. Federal htate To. Return Requi,ed
~ 8 Total Numbet 01 Sole Depo';1 BouI
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~ l. Original Relutn \] 2 Supplemental Relurn
o .., limited Eslote [ ] 4n fulure Inle,e,1 Compromi'e
II or dnle, 01 dfloth nher 12,12.82)
~ 6, Decedent DIl,d Teltole [ J 7. Oeudonl Moinlained 0 U..,ing TrUll
(Alloch copy 01 W,HJ fAlloch copy 01 TrUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAIoI (OIol'UI( MAIIU4Q "OO'US
J. EObO!'t. GtnurrOl', IItLy. 1'!Ul'lwt, G'1UUro l3ldg.
'tll'HONI,.UMii-.---------~-~.- --~--.--- ;'iocl1nnicnh\ll'i3. PA
l705~;
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I Real htate (Schedule AI
2. Sloch und Bond, (Sdledule BI
J, Clolely Held Slack/Portner. hip Inhmut ISchodule CI
A, Morlgage. and Nolel Rltceivoble (Schedule 01
5. Calh, Bank Oepolill & Mllcelloneoul Petlonol Prop.rty
15th.dol. E)
6. Jointly Owned Property ISchedule f)
7. Trendlt,. ISchedule 0) ISchedul. lJ
B. Total Gton Anell (lotolllne. 1.7)
9. Funeral bp.n.... Admlniltroli..,o Co.II, Mi"ellaneou.
hpenlel ISchedule HI
10. Oebll, Morlgoge lIobllilie., lien. (Schedule II
11. Tolol Oeductlonl 110101 line. 9 & 10)
12, Net Value 01 Ellote (line 8 mlnulllne I II
IJ. Chatitable and Govetnmental Bequcnh (Sthedule JI
lA. Nel Value Subiectlo Tal. (line '2 minulllne 13)
15. Spoulol Tronlfet,l'ot dole. of d.ath alter 6,JO,941
Se. Inltruelionl lor Applicable Pettenloo' on Revcme
Side. (Include volu., from Schedule K or Scll.dule M.I
16. Amounl of line 14 la.oble at 6% role
(Include value I from Schedule K or Sthedule M.)
17. Amount of line 14 loaable at 15% role
(Include volu" from Schedule K or Sthedulo M,I
18. Printipallo. due IAdd taJ!. from lInel 1S, 16 and 17.1
19. C,edill Spaulol Poye,'x. Cr"dil Prior Poymenll
U.OO 0.00
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(20)
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20, If line 19 il 9,eoler Ihon line 18, Imler Ih. differente on line 20. Thil I. the OVERPAYMENT.
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Ch.c" here II you aro requelling a rofund 0' your ovorpaymen', .
1211
(2IA)
121B)
21. If line 18 i. o,eoler Ihon line 19. enlet the differente on line 21. Thi. i.the TAX DUE.
A. Enler the inlerolt on ,ho balance due on line 21A.
B. Enter the '0101 01 line 21 and 21A on lino 218. Thil ilthe BALANCE DUE.
Make Ch.de Payabl. tOI R.~~~,., 0' WUI" Ag.nt
'c >- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH <l( <l(
Under penolliel 01 perjury. I declare that I han uomlned thi. return, including o((amponying "hedul" and .Iolem.nla. and to Ihe LIII of my "nowlodge and belief.
III. tru., (0".(1 and complel', I declar. tho' all real.ulal. hOI been reporled olltue ma'-"et ..,olue. Oedorolion of proparer olher Ihon tho perianal reprelon,ol;..,o i.
bo..d on olllnformalion of whith preparer hOl any knowledge.
5JPNAIUI,f Of n'!lOI4 IU'0I45IlU 101 FILING '(lUAU .oiim~ 1 2"n~:::-~\'"IiTiIIi/-;-tl)11-~H; '" . 10 C 110:11 J. C-:~Tjl-=l' . ~j1f~7a;J;;
(ft." I ."'-' ~&..6'.?_~...,~_f:.f~7 _. :,__.:i!~~!-,.:.~(~_:,vo ,_,-,-."-,,-il~\~lJ:.c,,b~,:.!.:L. J.. 170~:5 7-jCjt!,
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,'.JHJJGJ/-i;;/ ~ __ _';Q_,::lIl11I.Q'-'-~!lI''':,_ ""__ 17055_ . ------ ~-~..Lf!l,--
Act #48 of 1994 provldol for tho roductlon of tho tax ratollmpolod on tho not value of transfers to or for
the ule of the IpOUle. The ratel 01 prelcrlbed by the lIatute will bel
e 3% (,03) will be appllcabla for oltatol of docedenll dying on or aftor 7/1194 and before 1/1196
. 2% (,02) will be applicable for ollat'l of decedenll dying on or after 111196 and before 111197
. 1% (,01) will be appllcoble for .ltOt.1 of decedenll dying on or after 111/97 ond before 111198
. Spoulal transferl occurring on or after 1/1/98 will be exempt from Inheritance tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (vo) IN THE APPROPRIATE BLOCKS.
YES NO
1, Old decedent make 0 transFer and:
a. retain the use or Income of the property transFerred, ........................,.........,....................
b, retain the right 10 designate wha shall use the properly transFerred or Its income, ...............
c. retain a revorsionary Interest; or ...................................................................................
d. recelye the promise For liFe of either payments, beneFits or careV .......................................
2, IF dealh occurred on or beFore December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate conslderallonV IF death occurred alter
December 12, 1982, did decedent transfer property within ane year aF deoth without receiving
adequate conslderatlon1.............. to.......,..........,... II.. ". to.............. ....... II......... ............... II...
3, Old decedent awn an 'In trust far' bank account at his or her deathV...................................... V
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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FINANCIAL
AI>VISO(tS
-----..
Novn~hor 22, 1995
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USIDINt D[CIUUU
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FiLE NiJMileR
::A'l'llflYJI g. CASSET.
(All ploporly lolnlly.ownod wllh RIghi of Survlvonhlp mull bo dllClo..d on Schodvlo F.)
ITEM
NUMBER DESCRIPTION
21-95-0C70
19?5-00070-coUntl
VALUE AT DATE
OF DEATIt
l.
10,197.290 Dllul'OD of IDS (JuDh Hnnnr;omont PWld,
Clano A.
* 10,221.22
TOTAL (Aho onlor on IIno 2. Rocopltvlollon)
{II more space is n..ded, inlet' ocJdilional slll,ell 0' lome lize,}
"',
5 10 221. 22
1':'\(; n;IIII., N..\.
t'ill..ll1l1nll.1',\ 1',:..'11',
PNCll~ANIK.
Tax Se~vico Conto~
Two PNC Plaza 33~d fl~
I'lttabu~gh I'^ 15222
Janua~y 19. 1996
J Robo~t Stauffe~
Me~ket squa~e Oldg
Mechanicsbu~g I'^ 17055
RE: Estate of Kath~yn E Cassel Decd
11-04-95
Co~tificate
1210.01014674
Kath~yn Cassel
Established 12-03-90
DOD B^L
$5,000.00 + $1.0.7 acc int
1210.010.11583
Kath~yn Cassel
Bu~ial Rese~ve Bcct
Established 05-02-95
oeD Bal
$3,00.0..00 + $91.73 acc int
Checking
15070077751
Kath~yn Cassol
Established 01-01-79
oeD bal
"
$1,496,33 + $ ,65 acc int
Decedent Repo~tin9
'~,~
I r/. ] T1.,j}
LJJlfk/L{)I?'j../~
,
"VUOlfl,,'I'1
ESTATE OF
SCHEDULE E :J
CASH, BANK DEPOSITS AND
MISCEllANEOUS
PERS~NAl PROPER_TV _ Ploa.e Prinl or Type
FILE NUMBER 21-95-0070-Stnte
1995-00070-Collnty
~~j-
COMMOUW(AtIIl or rfNU~nV^WA
I"UERITANer 'AX UIUIN
IUIOIN, DrerOIN'
:~A'l':P1YJi g. GA:J~;L"J
ITEM
NUMBER
(All prope"r lolnllr-owned with Ihe Rlgh. of S~'Ylvouhlp mUll be dllClo..d on 5ch~d~i;ii
DESCRIPTION
3.
'1..
5.
6.
7.
1.
PIIC l31\Jf!~, II, 1\,. COl't1f'icnto of' Dopou1t 110. 21-
DOI0l1~67h,
Intol'oot aocruod ao of 11-4-95.
PIlC DAIlK, ll. 1\" DU1'1al Ilollorvo Account 1113. 21-
001011503.
Inta1'eo t accruad ao of 11-1~-95.
PIIC DAm;, Il. A" Chocle1ng Accollnt 1113. 5070077751.
Intorc:;t acc1'lIod ao of 11-1~-95.
lIarris Sa vingll Danle, Cortif'icato af Dopon i t 1113.
10060-21~2590 .
Into1'00t accI'uod as af 11-1~-95.
Capital Bluo Ol'allo, rofund an Navomber 1995
medical expensoo.
Bell Atlantic, l'ofltnd.
Lloyd n. Dalcer Trust, final p!lytnont of bonefit.
2.
TOTAL (AI.o enlor on IIno 5, Reca
IAllach additional oy," )( 11" ,huh if mOl. .puce Is needed.)
VALUE AT
DATE OF DEATH
* 5,000.00
1.07
3,00.0.00
91. 73
1,1~96.33
0.65
5,000.hl
2.59
190.00
0.95
09 .1~1
S 1!~1 0'(3.94
IlVUllU.I1"t
mATE'OF
ITEM
NUMBER
y.,A>l. SCHEDULE H
%~;1' FUNERAL EXPENSES,
tOMMOtlwlA'"' Of ","''''VAtI.. ADMINISTRATIVE COSTS AND
""i:~::~',',~ru',^t"~::::'" _ MISCELLANEOUS EXPENSES. ._..._ P.I~~~...rrlnl_or_!yp. .
IfilE'NUMlitll ;!1-'J~:-007U-:Jtuto
';~'l'llJt:i1l E._ CA~~~~~____.______ ___._.._ _______. __ __.-2295-00070-COIlI1 ty
DESCRIPTION AMOUNT
---. -----.-------.-------------
A.
1.
2.
3.
B.
,.
4,
C.
1.
2,
3.
4.
S.
6,
7.
0,
Funeral EMpOnlGl1
IIY01'n FUI101'ol ){olno. Ille., 37 E. J\uln st., l-loehallie9
bUl'G, PonI1I1J'l'lunlu, i'Ul101'ul 0:'1)0I1U09. * 5,053.03
UinBrieh lIelllorlalu, Inc., OI1O'u V tnI'. UU to of uou th
011 eelllO tOl'Y 1110l1Ulllont.
60.00
D01'othy <lil,u';Ol'lnulI, jll'oviding piano 111ueio at funol'ul
801''1100.
Admlnblrotlv. Co.h'
POrlonal Roprosonlolivo Commissions
Social Socurily Nvmbor of POllonol Ropre.onlotlvo:
Year (ommlnlon. paid
10.00
0.00
2.
Allorneyfoo. J. Robol't Stauff 01', Eaq.. Attorney's foo.
750.00
3. family E.ompllon
Clalmanl
Add,on 01 Clulmonl 01 detodonl'. doolh
Slrool Addren
Rolollon.hlp
City
Slole
Zip Codo
Probolo Foo. Cumbol'lunu Count y Rogia tor of \/11111, T,o t torn
'l'outalllol1tul'Y.
Mllcellaneoul EMpensol1
70.00
u. S. Pou t Oi'i'iee. poe tllgo.
Rogintor of I-lilln, filing Inventory and POl1nnJ'l-
val1ia Inhoritllneo 'l'ux Roturn.
10.75
25. 00
TOTAL (AI.o enler on lillo 9, Rocapilulalionl
(If more .pac. I. noodod, Inurt additional .hoo" 01 .am. .Izo,)
5
5,770.70
""".... I"]' .'
COMMOtlWIAl1llOf 'INtlI,\...,lNlA
INll'II'AUCfIA.U1UI,.
IUIOltllOlCIOl1ll
j SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
L~I"" ,,,..~.
FILE NUMOER 1l]<),5-00070-Count
21-95-0070-Stnto
ESTATE OF
!:A'l'lU1YI1 j,.
GAS~ErJ
ITEM
NUMOER
eESCRIPTION
AMOUNT
1, J.Ielloinh Villn(!;o, 100 J.It. Allen IH'ivo, Hochanicllbul'g,
Pennllylvania. lIuroinG caro, rOOln and hoard.
Octobol' 1, 1995 to and Including 1I0volllhor ), 1995.:~ 1~,704.00
TOTAL (Aho .nlor 011 1101. 10, R.capltulolloll)
'" molt IpOel is ne.ded, inse,t addjtionol .r,etth o/lome lin.'
$ 1~,7OJ~.OO
u. UUI.. U'"
,M)j-
(U"'''''OUWIAIIII Of Hflt4"IYAtlIA
1llllllllAIltllAIIUUIN
I"'DINI O'C~pIN~
SCHEDULE J
BENEFICIARIES
ESTATE OF
:(A'l'HIlYN E. CASSEL
FILE NUMBER
21-95-0070-Stnto
1'J95-00071.l-COllllt
ITEM
NUMBER
2.
3.
4.
~.
ITEM
NUMBER
NAME AND AeDRESS OF BENEFICIARY
RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
SOil A ono-fi1'th
ohnro of ootn
Dnll(\htor A ono-fifth
ohnre of eotn
Son A one-fifth
share of ootn
Son A one-fifth
ohn1'o of eota
DauGhter A ono-fifth
ehnro of eotn
I.
A. Toxoble Doquel"l
I'1IT,T,ABD P. CASSgL, JIl.
320 S. Hnohington st.
llochnnlcabul'(\. 1'A 17055
VIllGIIIIA CALAmmSE
I~07 }oJ, IUlllHood Avo.
llechanlcoburg, 1'A 170.55
DONALD L. CASSEL
o E. Coovel' St.
IlechnnlcobUl'g, PA 170.55
I(EIHlE'I'1I L. CASlmT.
2000 Holly 13 t.
llnrrlobul'B. 1'A 17104
1-lIIIIFlU:.'D J. PBPPEH
105 E. A110n St.. Apt 103
1I0ohanlcabur/3. PA 17055
NAME AND ADDRESS OF aENEFICIARY
AMOUNT OR
SHARE OF ESTATE
8. Charltablo and Governmenlol OequDlht
I.
TOTAL CUARITABLE AND GOYERNMENTAL BEQUESTS (AlIa enle' on line 13. Recopltulollan) S
III mar. .pac. I. n..d.d, Inn" addlllonal .h.... Df .am. .In)
"
, /
,I REV"1547 EX AFP (12'951 ~:
CO""OHWtAlltIDr PfHHSVl~".IA ~ ' I
DlJlAM'"Un Of IlIVINUI . L i NOTICE or INIl[RITAHCE TAX
BUAUU or INDIVIlJUAl "..15 ~.... - ~., II At'PRAJSEH[HT f ALLOWANCE OR DISALLOWANCE (
~~:~is;~:~~lp. 111i'1I-0bOl.~ or PEDUCTlONS AND ASS[S5tUHT or TAX I DATE 05-13"96
ESTATE tlF-a'S~Er=--'=~\lI\tmlVlr'-'r" ..", ,..~.~~.,. H, "'-'-FI'LE-HO-:-~~21-95~-81~
DATE OF DEATH 11-04-95 COUNTY CUMBERLAtlD
ACN
101
NOTE, TO INSURE PROPER CREDIT 10 YOUR ACCOUNT. SUBNIl TI'E UPPER PORIION or TIllS rORN WITII YOUR TAX
PAYNENT TO TIlE REGISTER or WILLS, NAkE CIIECX PAYABLE 10 "REGISTER or WILLS. AGENT"
REMIT PAYMENT TO:
J ROBERT STAUFFER ATTV
MARKET SQUARE BLOG
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
,
r~~OU"l..!'.~IIo~ l
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -
iiE'v: is'47" EX - AW'i i"'i: ij sY-NoYi C E' "oF niNH ER i f ilNC E - T AX- APPRA is EH ENT -; -A L l"liliil NCE - if Ii -...... ---."... --
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF CASSEL KATHRVN E FILE NO. 21 95-0878 ACN 101 DATE 05-13-96
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSHENT OF TAX:
15. AMount of Lina 14 .t Spousal
16. Anount of Lin. 14 t.__bl. at
17. Anount of Lina 14 taMable at
18. Principal TaM Due
TAX RETURN WAS, I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN 8ASED ON: ORIGINAL RETURN
1. Real Esbte CScheduh A) 111
2. stocks and Bonds CSchaduh BJ C21
3. Closely Held stock/Partnership Intarest (Schedule CJ C3J
4. "ortgage./Hot., Receivable CSchedule OJ C4J
5. Cash/Sank Dapo,ita/Hi.c. Parsonal Property CSchedule EJ 151
6. Jointly Ownad Proparty ISchedule FJ (6J
7. Tran.fer, ISchedule G) cn
8. Total A...h
APPROVED DEDUCTIONS AND EXEHPTIONS:
" Funaral hpanse./Adn. Co.h/Hilc. hpen.es (Schedule UI I'J
10. Dabta/Mortgag. Lhbl11Ha./Lienl (Schaduh IJ 110J
11. Total Daduction.
12. H.t Value of raM Return
13. Charitable/Govern.ent.l Beque.t, (Schedule JJ
14. Het Value of E,tat. Subj.ct to TaM
NOTE:
rata
Linaal/CI.., A rat.
Collateral/CI..I B rate
1151
IIbl
1171
TAX CREDITS:
PAY HE NT
DATE
02'12-96
RECEIPT
NUNDER
AAI12503
DISCOUNT (+1
INTEREST I-I
.00
1 CIIANGED
,00
18.221,22
,00
,00
14.873.94
,00
,00
IB)
33.095.16
5.778.78
't. 784 ,88
Ill)
112)
1131
(14)
In.~63 66
22.531.50
.00
22.531.50
.00
22.531.50
.00
,00
1. 351. 89
.00
1.351.89
X .00.
X .06.
X .15.
118)
ANOUNT PAlO
1.351.89
TOTAL TAX CREDIT I
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1.351.89
,00
.00
.00
. If PAlO AfTER OATE INOICA1ED. SEE REVERSE
fOR CALCULATION or ADDITIONAL INTEREST.
I Ir TOTAL DUE IS LESS TIlAN n. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREon" CCA), YOU HAY BE DUE
A RErUND. SEE REVERSE SlOE Of TltlS fORN fOR INSTRUCTIONS. 1
j
i
1
,
~:
on
c:- ~ :oifiJ
!l>
3,
0", rp (')
'~ r. (to.. CJ
S ,
~J "
-< f:'
r~, I
p ~ '!
:y -'
C. ,..
, N ~!f!'
~!:i .. in' 0
0\ ~.
RESERVATION' E.t.t.. of dlcld,nt. dying on ar b.for. Otc..b.t 12, 1'.' a. I' any future Int.r... In thl ..tet. I. ttln,fltted
In po.....lon or '"Joy"nt to Cl,.. a (col1_t.ral) blneflcl.rl.. of thl dle.dlnt .,t.t the ..plt.tlon 0' any ...,t, for
11'. or for y..t., thl Co..onw"lth hlt,by '.pr"lly rl..tv.. the right to appr.I.. and ...... tran".r Inh.rJtanc. r....
It thl I_w'ul Clt.. . Icoll.t.r.lJ r.t. on any luch lutur. lnt.r..t.
PURPOSE OF
HOTrCE, To fulfill thl reqult..,nt. of Sletlon Zl~D of thl Inh,rltanea end E.t.t. r.. Act, Act IZ 0' 1991. 72 P.5.
Stetla" 214D.
PAY"EHTI
D.ttch thl top portion 01 thl. Hotlel and .ubelt with your pay..nt to tha Ragl.tar of NIII, prlntad on the ravar.a 'Ida.
--Hake chack or ltOI'I.y ordar p..,.ble to, REGISTER OF MILLS, AGENT
All pev.ants racalV.d .hlll flr.t ba .ppll.d to any Int.rl.t which .., b. due with any r...lnd.r appll.d to the tlM.
AEFUND (CR), A r.fund of I tlM cr.dlt, which was not r.qu..t.d on tha Ta. R.turn, .av b. rlqua.t.d bV coapl.tlng an "Application
for Rlfund of P.nn.ylvanl. Inh.rlt.nc. and E.tat. T.M" (REV-1313). ApPlication. ara .vall.ble .t tha Dfflc.
of tha R.gI.t.r of NIII., .ny of the 23 A.v.nu. DI.trlct Offlc.., or by calling the 'Plclal 24-hour
In.warlng ..rvlc. nu.b.r. for 'or.. ord.rlng, In P.nn.vlvanla 1-8aD'S6Z-ZD5D, out.ld. P.nn'vlvanl. and
within local Hlrrlsburg .r.. f7l7J 787-809ft, TOO' (717' 77Z-ZZ5l Wurlng lap.lrad Onlv).
OBJECTIONS, Anv partv In Int.r..t not .atl.,I.d with the appr.I....nt, .llowanc. or dl.allowanc. of d.ductlon., or ........nt
0' t.x (InclUding dl'count or Int.r..tl a. .hown on thl. Notlc. eu.t obJ.ct within .Ixtv (60) day. of r.c.lpt 0'
this Hotlc. bVI
AO"IN
ISlAAJlVE
CORRECllONS,
--wrltt.n protl,t 10 th. PA D.parl..nt 0' Rlv.nu., lo.rd of App...., D.pt. zaUZI, Uarrhburg, PA 17lza-lOll, OR
--lleotlon to have Ih. .atl.r d.t.retn.d al audit 0' the account of Ih. p.r.ona' r.pr...ntatlv., OR
Happ..1 to Ih. Orphan,' Courl.
F.ctu.1 .rror. dl.cov.r.d on Ihl. ........nt .hould b. .ddr....d In wrlllng tal PA D.p.rl.ant af Ravanua,
Buraau of' Indlvldu.1 'alii', AITN, POlt Au.....nl Ravl.w Unit, D.pt. za0601, HI"lIburg, PA 171Za-06DI
Phon. (717) 787-6505. S.. page 3 of th. bookl.t "In.tructlon. 'or Inharllanc. r.x Aaturn for a R..ldant
D,c.d.nt" IREV-ISOI) for an ..planatlon of adslnl.tratlv.lv corr.ctabl. arror..
DISC[)U'HI
If any tax due I. paid within thr.. 131 cII.ndar .onth. a,t.r Ih. d.c.dent'. d..th, a 'Iv. p.rcant 15~1 dl.count of
Iha Ilx paid I, allowad.
IH'ERESTI
Int.r..t I, charged blglnnlng with flr.1 d.v of dallnquancv, or nln. (" .onth. and onl II) dav 'rD. Ih. d.t. 0'
death, to tha d.la of Plr.ant. T.MI, which b.c... d'llnqu.nt b.'or. January I, 198Z b..r Int.r..t at the rat. of
.Ix (6~' parc.nt per .nnul c.lcul.tad at . dallv rat. 0' .DOOI6lt. All taM.' which b.ca.a d.llnquant on and .'tar
January I, 198Z will bl~r Int.ra.t at . rat. which will vBry fro. celandar va.r to celander v..r with that r.ta
announc.d bv th. PA D,parlaant of Aavanu.. Tha appllcabla Inter..t rat.. 'Dr 1982 through 1'96 ara,
!!!! Intlra.t Rat. Oalty Int.rut rflclor !!!! Inter..t R.te Oallv Inlar..t Factor
198Z zn .000548 1981 .~ .00OZlt7
I'as l'~ .000418 1'88-1991 lU .000301
1981\ ll~ .00OSOI 1992 .~ .DaOU7
1'85 13:C .000356 1991-199" 7~ .000192
1916 10~ .ooOZ1ft 199$-1'196 OX .aOOU7
ulnt.rut I. calcul.tad .. follow.,
INTEREST . BALANCE or TAX UNPAIO X NU"BER or DAYS OELINQUENT X DAILY INTEREST rACTOR
--Anv Hotlc. I..u.d .ft.r tha tlx baco... d.llnqu.nt will r.'l.ct an Int.r..t c.lculatlon to flftaan (IS) dlY'
barond tha data of tha ........nt. If Plv..nt I. Mad. aftar tha tnl.r..t co.pulltlon data .hown on tha
Hotlcl, addltlon.l Int.r..t au.t bl c.lculatad.