HomeMy WebLinkAbout95-00912
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PETITION FOI( l'IWnATE IIlId (;J(ANT OF u:....nms
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nftL'r l"C,,'uliun of 111\.' will OffL'u"d fur prnhillc: \\U' IIUllllc ,'k'llm of a killing nlllJ \\'u\ nC\'cr udjudicatcd
illl'llllll'"I"III: _IY/-oIA_________. '.
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1.5 _ ?/.~:j ,;7Mary C. Lew1B 1,,'"'''''' ;r ., u..__._ ~
Nil. 2 I-')<;-'J\ 2
Eslule 01'
I,lso Ann l.nrflllnClISO
. Dcceuscd
DECREE OF .-.mnATE AND GRANT Oil LE1TERS
ANI> NOW Decanbcr 4th 19~L, In conslderullun ur Ihe pelhlon un
Ihe res'erse .Ide hereor, Mllbruclnr)' proor hu\'lnl! heen pre.elfled herore me.
IT IS I>ECIWEI> 1111I1 Ihe In.,rumenl(.) duled____..Pecanbcr 14.1990, Ju1v 2Bth.1994
described Ihereln he ndmllled III prnh'lIc nnd filed or record us Ihe lUll will ur
Lisa Ann I~ncusa
und Lellers Testarnentorv
ure hereby l!rnlfled 10 Tiner JOOleS Lanancuso
~JtI1A?! t3. q Lu<-l4J fU/!/ j ;}tU1tJ ~,
. Krahl" .r 11'11I. (/
Mary C. Lewis
FEES
Probare. Lellers, Ele. ......... $ 40.00
Shorl Cenlneales( 2) ",,",," $--2.00
Renunclnllon ................ $__
Codicil $ 10.50
x-Pages (7) TO'I'AI $~r.oo-
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'1 e .Decatloor. .4th,,1995.. '$" "~'!i'"
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Mailed Letters and Order to Executrix on 12-5-95.
21-95-912
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LAST WILL AND TESTAMENT
OF
LISA ANN LAMANCUSA
I, LISA ANN LAMANCUSA, of Camp Ilill, Cumberland County,
Pennsylvania, declare this to be my Last will and Testament,
and revoke any and all wills and codicils heretofore made by
me.
ITEM I: I direct that all my just debts and funeral
expenses, including my grave marker and all expenses of my
last illness, shall be paid from my residuary estate as soon
as practicable after my decease, as part of the expense of the
administration of my estate.
ITEM II: All federal, state, and other death taxes
payable because of my death with respect to the property
forming my gross estate for tax purposes, whether or not
passing under this Will, inclUding any interest or penalty
imposed in connection with such tax, shall be considered as a
part of the expense of the administration of my estate, and
shall be paid out of the principal of my estate without
apportionment or right of reimbursement.
ITEM III: I give, devise, and bequeath all of my estate
of every nature and wheresoever situate to my husband, TINER
JAMES LAMANCUSA, provided he shall survive me by thirty (30)
days.
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ITEM IV: Should my husband, TINER JAMES LAMANCUSA,
predecease me, or die on or before the thirtieth day following
my death, I give, devise and bequeath all of my estate of
every nature and wheresoever situate in equal shares to my
children, or their issue oer stiroes: PROVIDED, that if any of
my children entitled to distribution shall then be under the
age of twenty-five (25) the shares of such children shall be
held by the Trustee hereinafter named, in trust for the
following uses and purposes:
A. To accumulate the net income and to expend and apply
so much of the net income, accumulated income and principal of
this trust, as the Trustee, in his sole and absolute
discretion deems advisable for the health, maintenance,
support and education (including college education, both
graduate and undergraduate) of my children, after taking into
consideration other readily available assets and sources of
income. The Trustee shall expend the funds as equitably among
my children as is practicable but not necessarily equally,
having in mind that the main purpose of this trust is to
provide adequate support and education for all such children.
B. When each child attains the age of twenty-five (25),
his or her proportionate share of the then remaining principal
and accumulated and undistributed income shall be distributed
to him or her, without regard to distributions made under
paragraph A of this item. When the last child shall reach the
age of twenty-five (25) the trust shall terminate and the
remaining principal and accumulated and undistributed income
shall be distributed to that child.
ITEM V: In the event my husband has predeceased me, or
dies on or before the thirtieth day following my death, and I
die without issue, I give, devise and bequeath all of my
estate of every nature and wheresoever situate in equal shares
to my then surviving nieces and nephews. provided, that if
any of the aforesaid beneficiaries entitled to distribution
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shall then be under the age of twenty-one (21), the share of
such niece or nephew shall be held, in separate trusts, by his
or her legal guardian(s) for the following uses and purposes:
A. If the niece or nephew is under the age of eighteen
(18), to accumulate income from the trust principal and to add
the same to the principal.
B. After the niece or nephew attains the age of eighteen
(18), thereafter to pay such niece or nephew the net income,
together with so much of the principal thereof, as the
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Trustees shall consider advisable, for the education
(inclUding college education, both graduate and undergraduate)
of such niece or nephew, taking into consideration his or her
other readily available assets and sources of income.
c. After the niece or nephew attains tho age of twenty-
one (21) years, the principal of his or her separate trust,
and any accumulated and undistributed income shall be
distributed outright and his or her trust shall terminate.
D. If any such niece or nephew shall die before
receiving distribution or final distribution of his or her
entire share, the undistributed balance shall be distributed
to his or her surviving issue, per stirpes in accordance with
the terms of the trust established in this Item V. In default
of any such issue, then in equal shares to the other
beneficiaries taking under this item, or their issue, ~
stirpes, the share of any such niece or nephew whose original
share is then being held in trust or otherwise, to be added to
and treated as a part of their trust or share.
ITEM VI: If any of my issue, aside from my children,
entitled to distribution under Item IV shall be then under the
age of twenty-one (21), the share of such issue shall be held
in separate trusts by his or her legal guardian(s) and
distributed in accordance with the terms of the trust
established in A through D of Item V of this, my Last will and
Testament.
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ITEM VII: I appoint my sister, ANGELA REBUCK and my
brother-in-law, RENALD REBUCK, as the Guardians of the persons
and Trustees of the estates of any of my minor children
benefiting under Item IV of this my Last will nnd Testament.
ITEM VJJlL I nominate, constitute and appoint my
husband, TINER JAMES LAMANCUSA, Executor of this my Last will
and Testament. In the event of renunciation, death,
resignation or inability to act for any reason whatsoever of
my said husband, I nominate, constitute and appoint my
brother-in-law, THOMAS LAMANCUSA, Executor of this my Last
Will and Testament.
ITEM IX: In addition to the powers confirmed by law, I
authorize my Executor, his successor, and any Trustees, or
Guardians appointed hereunder, in their absolute discretion,
without court order:
(a) To retain property in the form received, and to sell
either at public or private sale any real or personal
property;
(b) To manage real estate;
(c) To exercise any options or rights arising from
ownership of investments;
(d) To compromise claims without court approval, without
contest of any beneficiaries;
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(e) To lease any real or personal property, however, not
for a time beyond the date when the minor would obtain age
eighteen; and
(f) The right to distribute in cash or kind, or both, at
such evaluations that they may fix.
ITEM X: I hereby relieve my Executor, or his successor,
any Trustees or Guardians appointed hereunder, of the
necessity of posting bond in connection with their duties in
any jurisdiction in which they may be called upon to act
insofar as I am able to do so by law.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~ day of 1)1 nil /'i'1L , 1990.
l
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. dlJ/t71(At.-,_4~r.-./
NCUSA
The preceding instrument, consisting of this and 5 other
typewritten pages, was on the date thereof signed, published
and declared by LISA ANN LAMANCUSA, the Testatrix therein
named, as and for her Last Will, 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.
\.lI.h I J.n Inn "7/, o'~,..,,, Iu.diesiding atJ" ,'''' ,.,,,, In I,., .rvl ,--Pa
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
We, LISA ANN LAMANCUSA, h"\'",,, 1\, (., !I,,,,,' and
_' .' I. '
>wll'_i'l.. " \ 1\\.
, the testatrix 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
testatrix signed and executed the instrument as her last
will, and that she had signed willingly 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 testatrix,
signed the will as witnesses and that to the best of
their knowledge the testatrix was at that time eighteen
years of age or older, of sound mind and under no
constraint or undue
\.~h I Jill (l Q '1 ) I IOn n n'd\ 0
W tness
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subscribed, sworn to and acknowledged before me by
LISA ANN LAMANCUSA the testatrix, and subscribed and
sworn to before me by _1:",1\',(" (. 11,lle./I,(,\ and
".~'" q,', \ II \ ,\.. , '. 'I ' WItnesses, this 1'1'''' day of
I h':'(J "dltr I 1990.
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~otary'Public -
rWl^'\I!\1 ~;I^,
Clleryll \'iel',ll,IL"'1 I' ',',e
1l,1u!s~)i;:q, DJ~,r;' . Cv i
M~ COrl1rl\i'j~io'll r).pirI.S t/ Jr. b;, 1~a,i
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CODICIL TO
LAST WILL AND TESTAMENT OF
LISA ANN LAMANCUSA
I, LISA ANN LAMANCUSA, of Harrisburg, Dauphin County,
Pennsylvania, declare this to be the sole codicil to my Last
will and Testament.
The following Item should be amended to read as follows:
ITEM VII: I appoint my Sister, ANGELA REBUCK, as the
Guardian of the persons and Trustees of the estates of any of
my minor children benefiting under Item IV of my Last will and
Testament. It is also my desire that my Brother-in-law, THOMA
LAMANCUSA, play a meaningful role in nurturing my children and
thereby maintain continued contact with them through their
lifetime.
IN WITNESS WHEREOF, I have hereunto set my hand this
28th day of July, 1994.
Signed, published and declared on the date thereof b
the above named LISA ANN LAMANCUSA as and for the sole Codicil
to 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.
~ ntl) II bIIlft(}- ",'d'ng .,
:~dltr rid residing at
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COMMONWEALTH OF PENNSYLVANIA I
SSI
COUNTY OF DAUPHIN I
WE, LISA ANN
){,J 1/1,' r (if) If
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LAMANCUSA, ~ hnll i-II>IO(I/--
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, tho Testatrix and the
witnesses,
and
respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testatrix signed and
executed the instrument as her Codicil to her Last Will and
Testament and that she had signed willingly 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 Testatrix, signed the Codicil as
witnesses and that to the best of their knowledge the Testatrix
was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
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(/1:';'/;L (I~!IL(' ~,...'" n('uCl~
LISA ANN CUSA
(kill} { tJ Oll)/(i-!-
~ness 0
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Witness Il
Subscribed, sworn to and acknowledged before me by LISA
ANN LAMANCUSA, the Testatrix, and subscribed and sworn to
before me by~/U I U Nil' ~/ and er, 11<11 r t/:J.L
witnesses, thia1~)-II,- day of \JI(lj~ " ,1994.
~#h~
Notary PublJ.c
Nolarial Soal
Choryl L. Wut'h, Notary PubliC
.~.lr,jsburg. O.luphi" County
MvComrnlsslon F._~JI!05 May 11.1096
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REY.1S00EX .(7.94)
Fon O"T[SOr DEAtll ArtER I2Il1/0' CHECK UEAE
Ir Ii !iJ10U5Al
l'OVrnlYCRfOlT l!ictAIUro
FILE NUMDER
CAD
H P L
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C R C
K 0 K
P S
CO~~F/!lI,~W '\ 'b'F~r~tlJ1:ll'~~AI"A
..AnlllsHfir.h5rKfl \'0.0001
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WilLS)
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DECEDENT'S NAMI! ILAST. flAst. AND MIDDLE INIIIAl}
T:1maro'1ii;& Li
SOCIAL SECURITY NUMo'En DATE OF DEATH
m:CCDt"T'SCOMPLCtC AoonESS
OAtEOFOUnlt
1611 Carlisle Road
Camp 11111, PA. 17011
AUOUNT "CCEII/EOISEE INSTRUCTIONS)
RelT\ollnder Return
(tor d.,los 01 doath plior 10 12.13.e2)
Fodoral Estalo rax Relurn Roqulred
Tol.11 Number 01 Sale Deposit Bous
Road
17011
(e)
11.845
1/11/57
County CumbC!r Innd
~F AflPLlCADlE) sunVIVING SPOUSE'S HAUt (LAST ,m,st AND MIDDLE INITIAL) SOCIAl5CCUnllY NUt.4Dcn
Lamacusa, Tiner J. 210-40-2709
1. Origln.,1 Return 2. Supplomental Roturn
4. Llmitod Est.lle 4a. Future Interost Compromise
(lor dalos of death alter 12-12-02)
G]e. Decedent Died Teslalo 07. Docodent Maintained a Living Trust
(Mach copy 01 Will) (Mach 0 copy 01 Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD DE DIRECTED TO:
11/24/95
186-50-5053
(11)
(12)
(13)
(14)
15.208
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NAME
Tiner J. Lamacusa
COMPL[JE: MAILING ADDRESS
1611 Carlisle
Camp lIill, FA
x
=
tElCPHONE NUMOER
X ,06 =
X ,15 =
(lB)
(19)
(20)
20. II Line 191s greater than Line lB, enler lho dilference on L1no 20. This Is the OVERPAYMENT.
[B 0 Check here if you are requesUn - rofund 01 your overpayment.
21. If L1no lB Is grealer than Line 19, entor tho dillerenco on Line 21. ThIs is the TAX DUE.
A. Enler the lntorosl on tho balance duo on Line 21A.
D. entor Ihe lolal 01 Llno 21 and 21A on Lino 21B. This Is tho DALANCE DUE.
Make Check PI able to: Re liter 01 Will., A ent
~ ~ DE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH -4 -4
.'poeM 1K'f. .-e..,. . Iy..... l.,.um,ne: n<jj""Omp.lnyngKI Uti." .,."",".,11I 0 e .0 rrrf now gel I... '\M.
COffeet complel.. eel.r. Ihll.1I f.,I..I.I. hit been repoll&d .111011I """hi y,hJrl. OO(I.,.lIon 01 plepll.' othe' th.n Ihe pe,soNI ,epl.senl.lIvlIll bu&d on .UI"'o,,,,,,\lon of
whl~tJ lIp1fe' hIS' knowledge.
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1. Real Estale (Schedule A)
2. Slocks and Bonds (Schodulo B)
3. Closely Held SlocklPartnelshlp Inlerost (Schedule C)
4. Moogagos and Notos Rocolvablo (Sch.dulo D)
5. Cash, Bank Doposits & Miscell.lnoous Porsonal Proporty (Sch. E)
6. Jointly Ownod Praporty (Sch.dulo F)
7. Translors (Schedulo Gl (Schodulo L)
B. Talal Glass Assols horal Unos 1-7)
9. Funoral Exponses. Adminlslralivo Costs, Miscollanoous
Expenses (Schodulo H)
10. Debts, Mortgage llabililhts. Lions (Schedulo I)
11. Total Deductions (lotal Lines 9 & 10)
12. Nol Value 01 Eslalo (Line 8 minus llno 11)
13. Charitable and Governmenlal Bequosts (Schedule J)
14. Nol Valuo Subjocllo Tax (Llno 12 minus Lln. 13)
15. Spousal Translers (tor dates of death aher 6-30-94)
Soe InstrucHons for Applicable Percentage on page 2.
(Include values from Schedulo K or Schedule M.)
16. Amount of line 14 taxable at 6'/, rato
(Include values ham Schedule K 01 Schedule M.)
17. Amount of Line 14 tallablo allS'/, ralo
(Include values Irom Schodule K or Schedulo M.)
Ie. Principal lax duo (Add lax "am L1no 15, 18 and 17.)
19. Crodits Spousal Poverty Credit Prior Paymenls
+
I
(2)
(3)
(4)
(5) 11. B4S
(6)
(7)
(9) 7,629
(10) 7,579
(15)
(16)
(17)
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Discount
Inlerost
+
(21)
(2IA)
(2IB)
i.~~?l. {1Jf?['.! !~. A~~~ 'JOVy(..JMe.f ~.t 1.0/( .;:/'/lT1 / ft
AoonEss 710 Bridge street DATE Co
_......_.._.._.....__.._.._.........._.._..._..__.._. ~,1/~,17'tr
FOlm 1500 IRe.,.. 7.941
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Act N40 01 1994 provIdes lor the reduction 01 the tax rates Imposed on the net value 01 transfers to or lor
the use 01 the spouse. The rales as prescribed by the stalule will be:
e3% (.03) will be applicable lor estates 01 decedents dying on or after 7/1/94 and belore 1/1/96
e2% (.02) will be applicable for estates 01 decedents dying on or after 1/1/96 and belore 1/1/97
e1% (.01) will be applicable lor estates 01 decedents dyIng on or after 1/1/97 and belore 1/1/98
eSpousal translers occurrIng on or after 1/1/g0 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
1. DkI d.cldlnl makl alrans'., and:
I. rltalnlheUSlorlncomeorlheprop.rtylransferred,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b. rotaln the rlghlla designate who shan use Ihe pro pony lransforred or bs Income. . . . . . . . . . . . . . . . . . . . . .
Co rltllnarlvlrsionarylnltrtslior..............".""...",....,.....,., .. ....
d. rocelve the pralrise lor life alehher payments. benelhs or ..re? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Z. If death occurred on or beforo Docambor 12, 1982. did docodont wllhln lwo yeara pracedlng death
trans'tr property withoUI receiving adequate conskleralion? If dealh occurred aft.r December 12.
1982, did doced'a1lranslor prapony whhln one year 01 death whhout rec.lvlng adoquato
conslderallon? . , . . , , . , . . , . . , . . . . . , . . . . , . . . . , . . . . . , . . . . . . . . . . . . . . . . . . , .
3. Dkldtced.nlownan1ntrustfor'bankaccounlalhlsorherdtath?.....,....,.................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Form 1500 (Aey, 7.141
,
x
x
x
N/A
x
.
REV.lln EX. (7.U)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pi.... Print or T e
FILE NUMBER
co"rJ/.l\1~~I/{I,NbYANIA
ESTATE OF
Lisa A. Lamacusa
ITEM
NUMBER
A. Fun.ral Exp.ns..:
1995 00912
DESCRIPTION
AMOUNT
Parthcmore Funeral IIome
P.O. Box 431
New Cumberland, PA 17070
$ 5,959
B. Admlnllttetlvl COil"
1. P'fsonal Representative Corrvnlslbns
Social Slcurlty Number 01 P.lSoOlI RlpreSlnlallvo:
V.., Commissbns pakt
Z. Attorney Fe.s
3. Fllrily Exe"l',lon
Clalmanl Rolallon.hlp
Addr.ss Dr Claimant al decedent's death
Street Address
City SII'" Zip CadI
4. Probate Fe.s
C. MI".lnlnea"" Expen....
1. Probate Fees 83
2. Accountant Fees 587
3. Catering Fee to the Daily Bread 1,000
TOTAL (AI.o Inlll on line 9. Rlclphulallon)
II more IPI.e II noed"', Inll,,"ddlllonll Ihlltl afnme IllI,
I 7 629
CSl
Fotm 1500schedul. H(Rev. 7.88)
Cumberland County - Register Of Wills
Ilanover and Iligh street .0_... J/l2...-
Carlislo, PA 17013 I~(u
Phone: (717) 240-6345
Date: 3/26/1996
TINER JAMES LAMANCUSA
1611 CARLISLE ROAD
CAMP HILL, PA 17011
RE: Estate of LAMANCUSA LISA ANN
File Number: 1995-00912
Dear Sir/Madam:
It has come to my attention that you have not filed the Certification
of Notice Under Rule 5.6 (a) in the above captioned estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1,
1992, the personal representative or his counsel, within ten (10) days
after giving proper notice to the beneficiaries and intestate heirs as
required by subdivision (a) of Rule 5.6, shall file with the Register of
Wills or Clerk of the Orphans' Court hislher Certification of Notice.
This filing will become delinquent on 3/14/1996.
Your prompt attention to this matter will be appreciated.
Thank YOIl.
Sincerely,
'~(Vi1L",-Cf<L(}mG:tv ~Y.
MARY C. LEWIS
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS m;PORT UNDER IlULE 6.12
Name of Decedent: j 151t !1N!lJ LA-MAtUCv.rA
Date of Death: NOv. [;J.'f; /995.-
Will No. 21- 1 97.s-:' '7/2- Admin. No. ::2../-/97J-= ?/L
Pursuant to Illlle 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.
Sta~~hether administration of the estate is complete:
Yes 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
b. The separate Orphans' COllrt No. (if any) for
the personal representative's account iSI
c. Did the personal representative stil'te an
account informally to the parties in interest? Yes~ No
d. Copies 0 f rece ipts, ->D.l .
approvals of formal or informal a~co lifts may
Cerk of the Orphans' Court and may e tta I
Datel ~t9C .
i na
s, joinders and
filed with the
a to this report.
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/lIDe . LANAlUcvfl4
Name (Please type or print)
I b / I ~('dflr f}J fJJPl/~I/ !!itL7tJI/
Address " U;
(7(7) 763 - '7YJ7
Tel. No.
Capacity: )( Personal Representative
'I'
~
~
Counsel for personal
representative
(MAlllrmf/AM3)
!
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./
REV-1547 EX AFP 112095*
CO""ONW[Al TIt Dr PENNSYLVANIA
OfPAR'H[N' Of PEV[HU[
BUREAU Of INDIVIDUAL lun . .
DtPl. 110601
11ARAISlURQ, PI "11'-0601 Ie
ESTATE OF-[ r
DATE OF DEATH 11-24-95
NOTICE OF INHERITANCE TAX
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
ACN 101
FILE NO.
COUNTY
DATE 05-13-96
~19"'0912
CUM8ERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF TIllS FORN WITH YOUR TAX
PAYNE NT TO THE REOISTER OF WILLS. NAKE ClIECK PAYABLE TO "REOISTER OF WILLS. AOENT"
REMIT PAYMENT TO:
TINER J LAMACUSA
1611 CARLISLE RD
CAMP HILL PA 17011
REGISTER OF WILLS
CUM8ERLAND CD COURT HOUSE
CARLISLE. PA 17013
AMount R..itt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifE'v:is"TEX-AFP-nF9!;"j-iiii'ficniF--iNHEifii'i,NCn'-liinippjjiiisEHEiir-,--,\i.i:liwANCE-iiri-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAMANCUSA LISA A FILE NO. 21 95-0912 ACN 101 DATE 05-13-96
TAX RETURN WAS I (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Red Eat.t. (Schadule AJ (1)
2. stock. and Bond a (Schedule BJ (2)
5. Clo..ly Hald stock/Partnership Int.r..t (Schedule C) 15)
4. Horta.g.'/Not.. Receivable (Schedule OJ (4)
S. Cash/Bank Deposita/Hilc. Parlonal Property ISch.d~l. E) 151
6. Jointly Owned Property (Schedul. F) 161
7. Transfara (Sch.dule OJ 171
8. Tot.l A...t.
I CHANOEO
.00
.00
.00
.00
11.845.00
.00
.00
151
11.845. DO
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Exp.ns../Adn. COltl/Hilc. Exp.ns.. ISch.dul. HI (9)
10. D.bt./Modgag. Llabiliti../Ll.n. (Sch.dul. II ClO) 7.579.00
11. Tot.l D.ductlon. elll
12. Hat V.lu. of T.x R.turn U21
13. Charitabla/Co"arnn.ntal B.qu..ts <<Sch.dule JI USI
14. Hat Valu. of E.tat. Subjact to Tax Cl41
NOTE: If an assassmant was issuad praviously, linas 14. 15 and/or 16. 17 and 18
raflact figuraa that includa tha total of ALL raturns assassad to data.
ASSESSMENT OF TAX:
15. Anount of Lln. 14 at Spou..l
lb. Anount of Llna 14 taxabla .t
17. Anount of Lin. 14 tax.bl. .t
18. Principal Tax Du.
TAX CREDITS:
PAYNENT
DATE
7.629.00
l~.?nR nn
3.363.00-
.00
3.363.00-
will
r.t.
Lin..l/Cl... A rat.
Coll.taral/CI... 8 r.t.
1151
(16)
(17)
.00
.00
.00
K . DO.
X .06.
X .15.
l1al
.00
.00
.00
.00
RECEIPT
NUNBER
DISCOUNT It I
INTEREST (.)
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
I
.,
..--,.,---
po ~ :lJ
:,lJ> :lJ<1l
15 th 'J
(. " t~
$
-<C
I
'0
~: ~ fIl\-.:_:
I-.J . ,.
~!; .. vi Q.
,.. -"
C'\
RESERVATION, E,'at.. 0' dlcld,nt. dying on or bafor. O.c..b.t 12, 1982 .. If any future Int.r..t In thl ....t. ,. tranl'arrad
In Po.....lon Dr ."Joy..nt to el... . (coll_'.r.l) blnl,lcl.,I.. of thl dlcldlnt aft.r the ..plratlon of any I..a.. for
11" or for y..t., thl Co..onw..lth hat.bv ..pr..slv ta..tYI. thl right to appral.. and ...... tran,f.r Inheritance ,....
It thl l.wful Cl... . Icoll.'aral) rat. on any such future Int.r..t.
PURPOSE OF
HOIlCEI To fulfill thl requlta..nt. of Slctlon Zl~O of thl Inharltancl and Eitel. T,. Act, Act Zl 0' .9'1. 12 P.S.
Section 2."0.
PAYHEHT, a,tach thl top port ton of thl. Hotlea and .ubalt with your ply..nt to 'hi Alal,'.r of Will. prlntad on the rever.. .Ida.
uHak. ch.ck or .onev order plIv.bla tal REGISTER OF MILLS, ACENT
All pev.~t. r.c.lved .heal flr.t be applllld to anv Inter..t which allV b. due with any r..alnder appllad to the ta..
REFUND {CRII A r.fund of . ta. cradlt, which wa. not requested on the Ta. R.turn, ,av be r.qu..t.d bv co.pl,tlng an "Application
for R.fund of Pann.vlvanla Inh.ritance and E.tat. Ta." (REY.UUI. Appllcatlont ar. available at tha Office
of the R.gltt.r of Wlllt, any of the 25 R.v.nu. DI.trlct Offlc.., or bv calling the .p.clal 24-hour
IIn.w.rlng ..rvlc. nuab.r. far for.. ord.rlngl In P.nn'vlvllnla 1-800.162-2050, out.ld. P.nn.vlvanl. and
within loul Harrisburg arn 017) 187.809It, lOO. (711) 77Z.2252 Ulnrlng I.palr.d OnlYI.
OBJECtIONS I Anv party In Int.r..t not ..tl.fl.d with the appral...."t, allowllnc. or dl.allowanc. of d.ductlon., or 1I.......nt
of ta. (Including dl.count or Int.r..t) a. .hown on thl. Hotlc. au.t obJ.ct wlthl" .I.ty (60) day. of racalPt of
thl. Notlc. bVl
"wrIU'" prot..t to the PA D.part'.nt of Revllnu., Board of Appnl., Dapt. 281021, lI.rrhburg, PA 111Z1-1021, OR
--.Iactlon to have the .att.r d.t.raln.d lit audit 01 the Rccount of tha p.r.onal rapr...ntatlv., OR
.-app.al to the Orphlnl' Court.
AONIN
lSTRATI"E
CORRECtlONSI
ractu.1 .rror. dl,cov.r.d on that ........nt .hould b. .ddr....d In writing tal PA D.part..nt of R.v.nu.,
Bur.au of Individual Ta..., AllNt Po.t A.......nt Ravlaw Unit, Dapi. 210601, tt.rrhburg, PA 171U'0601
Phon. (717) 7.7-6505. Sa. pllg. 5 of the booklet "In.tructlon. for Inharlt.nc. ,.. R.turn for a A..ld.nt
Oac.dant" CREV-ISOII for .n e.pl.n.tlon of .delnl.tratlvalv corractabl. .rror..
DISCOUNT I
If any ta. dua I. paid within thr.. (5J calandar 'onlh. .fl.r tha dac.dllnt'. dll.th, a flv. p.reant CSXJ dl.count of
thl t.. pllld I. allow.d.
INTERESTl
Int.r..1 I. charg.d bag Inning with flr.t dllV of dallnqu.ncv, or nlna 19) .onth. and on. ell dav frail the dllt. of
d.ath, to the d.t. of pav..nt. ,.... which b.ca.. dallnquant bafor. Janu.rv I, 1911 b.ar Int.r..t at the rat. 0'
.1. (6XJ p.re.nt p.r annUlI calculat.d .t . dallv rat. 0' .000164, All I.M., which b.c..e d.llnqu.nt on IInd .fl.r
Janu.rv 1, 1981 will b.ar Int.r..t at a rat. which will vary fro. cal.ndar vaar to cal.ndar y..r with Ihal rat.
announc.d bv the PA O.p.rl.ant of R.vanu.. 'hll eppllcabl. Int.r..t r.I.. for 1982 through 1996 ara,
'!!!! Int.r..t Ral. Oelh Inl.r..1 Fllctar !!!r lnl.r..t R.I. Dally Inler..t Fllctor
1982 20X ,OD0541 1981 "' ,OOO2lt1
1981 16X .000438 1911-19'1 U:C .000101
191,. IIX ,000301 1991 "' .000247
1915 tsx .000356 19'Jlol994 " ,000192
1986 .OX ,OOOl7" 1995.1996 "' .000241
.-Int.r..t It calcul.t.d .. fa II 0"'"
INTEREST . BALANCE OF TAX UNPAID X NUnBER DF DAYS DELINQUENT X DAILY INTEREST FACTDR
.-Anv Notlc. I..u.d aft.r the t.. b.coa.. d.llnquent will r.flact an Int.r..t calculation to fllta.n 115) day.
b.vond the data of the ........nt. If pav..nt I. .ade .ft.r the Int.r..t co.put.tlon dale .hown on tha
Notlca, additional Intar..t .u.t b. caleulatad.