HomeMy WebLinkAbout95-00970
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PETITION fOH PHonATE and GHANT OJ. LETTEHS
0</-'15 -'1 70
crlale of -1laLbaLi,I...J..-LivlnYfitQIL....
also k"",.,,, as BarllaraJ;,l1c [. 1 y.~s rOri
No,
To:
______ _ ReghlCr or Will. ror Ihe
~OiJ-32::1-AliO' (J('f('aw", COllllly or Cumberland in Ihe
Social SeCllril)' No," Commonwealth or PenllSylvanla
Tlte pelltion or Ihe under.igned re.peclrull)' relne.enl. Ihal:
Your peliliouer(.), who 1,/are 18 yem. of nge or older nnlhe execut or
Inlhe laS! will or Ihe nhove decedelll. dated Sel&-~mQQ~ 1995
and codicll(.) daled
named
,19_
l\lalC rclC'"RI11 \'lrclllII\lllnC"\, C.H_ fCI1I1I1Chuion. death or c'e\:ulor I elc.)
Decendenl wa. domiciled al death lu Cumoorland
h er la'l ramlly or principal re.ldence al 74 Prospect Drive,
Township, Cumberland Coun~L-Pennsvlvania
(Ii" \IJl:cl, f1tunhcr and munclpallty)
COUnlY. Pennsylvania. wilh
Carlisle, Middlesex
Deeendenl.lhen 54 years or age, died November 10 . 1995
al 74 Prospect Drive, Carlisle, Niddlesex Township, pennsv1vania .
Except a. rollow., decedent did uotmarry. was uol divorced and did nol have a child born or adopted
after execulion or Ihe will orrered ror probate; was nOllhe vielim or a killing and was never adjudicated
Ineompetenl:
Dccendent al deallt owned properlY wilh e'lhualed values as rollow.:
(II' domiciled in 1'0,) All per.onal properly
(II' nol domiciled in Po.) Personal property in Pennsylvania
(II' nol domiciled in Pa,) Personai property in Counly
Value or real e.late in Pennsylvania
.iIuated as rollows:
S 1500.00
S
S
S
WHEREFORE. petilloner(s) respeetrully request(.) the probale or the la.t will and codlcll(s)
presented herewith and Ihe granl or iellers Testamentarv
(I~lamcnlllr)': lldmlnlurntlon c.I.a.; admlnlmltlon d.b.n.c.I.I.)
Iheron.
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Wayn E. L1vingston
74 Prospect Drive
Carlisle. PA 17013
OATH OF PEHSONAL REPRESENTATIVE
COMMONWEALTH 010" l'ENNsnv ANIA } l:lS
COUNTY 0..' Cumberland
The pelltioner(.) above-named swear(.) or arl1rm(s) thai the slatemenls in the foregoing petition are
true and eorreel IOlhe best of the knowledge and belieI' of pelitioner(s) and thai as personal represen-
lative(s) or Ihe above deeedenl pelltioner(.) will well and Iruly admlnisler Ihe estale according to law.
sw.orn 10 or Ilmrllled and subscribed { . ." )0,.",,," [' lJ.<~~. ~':iI k:- \!l
before lIIe thl. 26TH dllY or" ~'
,- /", '. i8~M~E~.. ,. ib H 9f5( '/ Jf,. 'f " ~
{ Mil Y C. LEWIS H('lIislt'r' 7 ,/ !
21 . 95 - 970
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I.AUT '111.1. III TUflTAMIlNT rll'
DARDARA JANIl 1.IVINGflTllN
profec,slonnl clocltl'lmith nt hnr own exp..nno.
Oonnle Kny Hyers.
Hrendn Romnl nF! Drawnnr, /lnd 1.10yrl lIup;one 1.1 vi ngaton, ohn II
receive the followlnp; ltnmr< to bE! dlstributod nmongst themoelves
If they have not henn diotrlbuted prior to tho denth my IlPOUSO
nnd myself:
'Inshstnnd from Grnndmother Ann 10 1.1 vi np;stonl rush
woven rocking chair from Grnndfathar I.loyd 1.lvingaton. one-h/llt
bushel nnd peck menSllrl'!; one mnn saw mnrked "1.VJ.".
Olano LouIse
Pinkey shall receive the hardwood rocking ch/lir. wall clock,nnd
granite ronster from Grandmother Florence Wolfe,
William Merle
O'Hara, Jr, nnd Lloyd Eugene Livinp;Rton shall receive lOhe hand
tools to be divided between them.
:3
Should my spouso "'nync l!lIgene Ll.vingflton prodecnnse me or
die on or before the sixtieth (60th) day following my <loath. then
I give, devi"e nnd bequoath the rest, residue and romnlnder of my
estate togathp.r with 1111 I nsurnncl'! procop.ds thereon of whntsoever
nntllro nnd whereEOopver !';Itunte In oqllnl f1hnroA to my children,
Donnn Mnrlo Lnndlo, Dione 1.0uloo (linlmy, WIllinm MorIn O'lIarn.
Jr., Brendn Romaine llrawner. Donnie Kny Myers, nnd Lloyd /lugene
Livingston who survivFl mFl by sixty (60) days per stirpes.
direct my personal reprosentatlve to divide among ..uch
heneficiaries all personlll property of a sentimental or family
nature (excluding cosh. stock!';, honds nnd the like) . Including
I
but not 1 imltod to jel<elry. household goodR, anti quos, furniture
2
I,MlT \/11.1. III TllflT^"IlH'I' 111'
U^~Il^ ~^ ,I ^ N II 1,1 V I NllInON
nnel mt>mnrnhl I In. In ncc:nrelnncA with n "Apnrnt" mnmnrnnelllln which
mny pllleo wIth my wIll or ciAp'II1it, wit.h my IItt.ornoy,
In t.ho
ab"nn""n of Gueh ellspnr;ltlon, I direcl: thlll: thl'! nnid tnngihln
pornonnl proporty 1m dlvldnrl hl'!t,wnon my r.,>r;lt1ulIl henaficiariee
with due regarel tor th"ir pt>rr.onnl preferenenFl In nEl nenrly equal
ahllroG liB prllctlcnI, with t.ho vnlUA of ouch dir;poaitionG being
creditael to tho oharA of ench respectlvA recipIent,
If the ,,"iel
bAnaficillrie" do not ngrAn to the eliviGinn of the perRonal
propf'rty provitled tm' hp.reunder, till'! d(>cislon ot my p"r!'ionnl
rAprP.!'lentntivA, innllltling thA d",cision to Sf'lll thp. propp.rty at
public or privntA nnlA /'lnd elir;tribute the proceeds therefrom as
provided lIereinnftf!r. shllll hf! final and conclusive em nIL
pnrtins,
4
Any dnviGe or distribution undf!r t,hi,; Last 11111 nnd
Testnrnent which is pnynble to nny heneficinry who I1llIV bp. \meler
night"on (lit) y"nrfl of np;n or, In t.hn judp;ml1nt of my pAr5r:mlll
representntive, mAntnlly diDllhlnrl, shnll I1n hAld in a sopnrnte
trust by my pnruonnl rnprc"'f!ntnttvn /lR trustee unt1 I s\Jch
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hnneficinry renchen ol~htccn 1181 yenrs of nge during such period
nf tli!,;llhi lity, Duri.np; the tp.rm oj any trust crp.nted purGunnt to
thiB Pnrnp;rnph, thn TruBt"n tfl nuthnrtzed tn expend anel npply so
much of the nnt i ncnme nntl prl neipa 1 of F!/leh sunh trllflt nfl the
TruGtp.e shall cons1 elcr nrlvi r-mbl e for the h,,/) I th, mil 1 nt"nnnc".
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I.AllT V".I, ,.. TI!IlTAMIINT nl'
llAlmARA .J ANI! 1.1 V J NGnTON
'1
I nnml nntn, const1 tut.n nnr! oppnl nt my spomm. Vllynn Ilultllnn
J.1v1n/toton. oe; exnClltrnr of this my Lnat '<1111 tlnr! Teettlmont. In
the eVAnt my ApOIlS" to rjA'cAnFlI"!d. thon f nomlnntn. constltut.e nnd
lIppoint /lonnia Kny Myoro nnd Ilinnn I.ouino Ilinlrny nA cn--persontll
rAprAAentntlveA of thlR my LllBt lI'i 11 tlnd l'AAtnllll'lnt,
[ direct
thllt my personnl reprf!sentntive shnll not bn requlrp.d tn Rive OJ"
post bond for thA fl> i thfu 1 pArforlMncn of thAi r dutina in this or
tiny other jurisdiction,
. N 11'1 TNESS II'UllHEOF. I hnvp. hereuntn set my hnnd
""Flt lI'il1 ond TAstnmnnt thtrn .~. dny nr.;Jep;_.
to this my L
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B~~,:~~_~il:!;&..z...J~~
Bnrbnrn .Jnnn l.lv1nnston 'ff-- -'
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I.AUT \111.1. 1\ 1'/lIlTAMIIN1' (II'
IIAlmAl/A J ANII 1.1 V I NmrroN
Af:.KNO\lI,IOKIMIlNT
COMMON\IIIIALTII OF !'flNNI:;YJ.VAN 1 A
Sf;;.
COUNTY OF CUMBliRLAND
J, Hnrboro Jnne I,ivlnr;ntnn. thl'! toatntrlx whoso nome Is
Algnod tn thl'! nttnchrHI or fnrop;oing Instrument, hnvlng been duly
qunllfied nccordlng to low, do hereby ncknowlndr;c that J nip;nod
nnd I'!xAcutod the I n13trumcnt IHI my Ln13t lit II nnd Teotoment I thot
signed it willingly, nnd that J sir;ned it as my froe and
voluntary nct for the purpo13e13 therein expre13sed,
. LI _, ~ 0__ \\ ~~~1.-JJd~oJ'.,--)
({,,~~f(Y~1 vlngston
Sworn or nffirmed nnd ncknowledged before me by Darbnro Jane
NOTARIAL S(AL
ROGal C, SPITZ, NOTARV PUBLIC
CARLISLE BOROUGH, CUMBERlANO CO PA
MV COMMISSION EXPIRES MAV 25, 11196
.:2:<. day of _ ~ _' 1995,
__. J;1g~____m______-_
Llvlng13ton, the teotatrix this
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I,MIT VII.I. & TI!UT^KIlNT Ill'
1I^,1II^,1^ .I ^NH 1.1 V I Nell/TON
^1'1'lIMV IT
CtlMMON"'HHTII 1)JI I'IiNNBYI.V^N I ^
C'~"
1)1),
COUNTY or CUMOHRL^NU
"'Ii, .'3*pJ1t\rJ!C-. e {!1'k~vdtJf-_u_ nndC"-lllJfe>:____
~(!JP.f1A,,,:!};::I5... _~g_, th" wI tneGGe!; whose nnmm; ore nttnched to
the toroRoinp; document, hoing duly 'lu/lJ1fi"d nccording to law, do
depose ond soy thot we were present nnel snw tootntr1x sip;n nnel
p.xecute tho 1 n6trument nr; her I.n"t "'J 1 J nnd Te.Jtnmont; thnt sho
signed w11lingly nnd thnt she exocutoel it n5 hor free nnd
voluntnry net for tho purpn!'lo" thore1n oxpressoel; thnt ei'lch
suhscrib1ng witness in the hp.nr1np; nnd s1p;ht ot the testatrix
l'JiRneel the Lnst "'ill and Tp.Eltnment ns witnosseEl /lnd that to the
best of ollr knowledge the testotr1 x wos nt, the time HI or more
yenrl'J of oRo. of sound mind Ilnd under no constraint or undue
1nflu"nco,
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2?: I7:LLL '/(c."~
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Sworn or nft irmeel nnd r.ubr.crl h"eI beforo me hv 4~...
e~ nnd __(9~~ .2>~J~ thin .?e.,
dny of ..~;Z:u.n' 1995,
1IllTAAW. SEAL
~C,lll'IlZ. NOTARY Pull,,,
"V 1lOIlOUGH, CUMBERLA~I, ....
.. COMMISSION EXPIRES IlAY 25. 1998
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9
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IN THE COURT Of' COMMON PLEAS Of'
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
ESTATE Of' BARBARA J. LIVINGSTON
No. 21-95-00970
CERTIFICATION Of' NOTICE UNDER RULE 5.61al
Name of Decedent: BARBARA J. LIVINGSTON
Date of Death: November 10, 1995
Admin. No. 21-95-0970
To the Register of Wills:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
December 28, 1995:
~
Wayne E. Livingston
Address
74 Prospect Drive
carlisle, PA 17013
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except: NA
Respectfully submitted,
HANFT & VOHS
Date: May 6, 1996
. I /', . / L;.~-
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M chael J. Hanft, Esqu re
Attorney ID No. 57976
11 West Pomfret Street, suite 2
Carlisle, PA 17013
(717) 249-5373
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Counsel for personal representative
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1..,JT~.t An....1~u,..,..U" lIW'4'1'''M
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CO"~F,\'lIM~~\'1[ p,fit'm~~'NIA
H"RRI5R~~o~rt~'l8' OtO I
l~HERlUtiC:E 'A.ll"E ftJnN
nlRRUU8l~O[CEOEN'
,TO UE FILED IN DuPLIcAte
REV l~OOE'( .,1'14\
2. SupplofT'lftntal Return
4.. Future Inler.!.! Compromso
:Ior datn 01 dellth d"8' 12.12.821
~ 6. Olteedent DIed Toslate 07. Oscodo"l M.,lntalned .1 LIvIng Trust
(Anach co 01 Will) . An.lch... co of Trusl)
C p ALL CORRESPONDENCE ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: . ,
a 2 NA.~E CQUPLETE ~AILINQ ADDRESS
R D Michael J, Hanft, Es ulre Hanft & Vohs
~ ~ TELEPHONE HuuSER 11 WOBt. Pom(rct Stroot,
T 717 249-5373 Carlisle PA 17013
I, Real E.lalelSchedule AI 1 1 ,5
Z, Stock. and Bond. (Schedule BI (Z)
3, Closely Held StocklPartnll.hip Inle...1 (Schedule cl (3)
4, Mortgages and Notes ReceivablelSchedule 0) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5th, E) (5)
6, Jointly Owned Property (Schedule FI (6)
7. Tran.III. (Schedule GllSchedule LI (7)
8. Total Gross Assets (101011 Lines 1..71
9. Funeral Ellpenses. Administrative Costs. Miscellaneous
Ellpenses (Schedule HI
10. Debts. Mortgage Liabilities. liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Valutt of Estale (line 8 minus Line 111
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Sub'ect 10 Tal( (line 12 minus line 13)
15. Spousal Transfers (lor datos ot death aher 6~30~94)
See Instructions tor Applicable Percentage on page 2,
(Include valun ham Schedule K or Schedule M)
1&. Amount 01 line 14 taxable aI6'/, rale
(Include values from Schedule K or Schedule M)
11. Amount 01 line 14 tallable at 15'/, rale
!.Include values tram Schedule K or Schedule M I
18. PrlncipaltaK due (Add taK trom Line 15. 16 and 17 I
19. Credits/Sp Poverty Prior Payments Discount
WJlIUIRyngUnlOf Will '1\
DECEDENt S NA...E IlAst, FIRst. AND ""OOlE INITIAL' mCEO(NT <j CO",PlEI[ ADORES';;
Llvln tltOl\, Uilrbara .J. 71. PrOHpnct Urlvo
SOCIALsEcumrYNu...U[R OAI[OFOEAtt~ OArtOFDlnfH Ciu.llnIo, I'A 17013
206.32-1460 11/10/199~ 05/]0/1941
20. II Line 19 IS grealer than Line 18. enler the ditlerence on Llne 20 Thls.s the OVERPAYMENT.
~ 0 Check h.r. It au ar. re uIIUn I refund of our oyer I menl.
21. It Line 18 is grealer than Line 19, enter lhe ditlerence on Lino 21, This is the TAX DUE.
A. Enter the inlelest on the balance due on Line 21A
B, Enter thelotal 01 Lin. 21 and ZlA on Line 21B. Th15 15 the BALANCE DUE,
Make Check pa abl. 10: Re lit.' of Wills. A en'
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE Z AND TO RECHECK MATH of of
ndll plln.III.' 0 IM'JUry,' 1tC'''.' ,II 1\I..umlnea I 111.lum, ,nc;IWloq.ccomp.nymq scoedu'.'.lInd SI.Ulment....~ 10 U11 OtIst 0 my f"towledqll.nd .., II tl Uue.
COl1l1cl.oo cample'll lllltCla'lllh'I.lIlllft.I'tll.11I hIS beenf.porled .111101 m"~1I1 \/.Iu.. 0",1'11110001 prep.'" altle' Ihan the ptIl!lon'I'llp'lluntillll".lsblo'ed on'll mtolm<lllion at
NhlCh plllp.'''' h.. "'11y "-nawledq.
51CHATURE OF PERSON AE~PON5IBlE faR fILING REtURN \oIayno E. Ll v lngs ton
?~l_ _ ~~~-'~l!!'!'.t,. 9F_l_v~" _ _ _.. _ _., _.. -, --' ,..... --, - -,..
Carlisle, PA 1101]
Hanft & V"h9
11 Ile.t Pomfret Stroot, Su 1 to 2
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Co K
K P S
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,IF APPllCAOlEISURVIYINQ SPOU~E 5 NA"'C lA~r m~s' ANO UIQOlE INlt'Al.
I.lvtn'ston, Wn flU
X 1. Om~pn.11 Return
4. Llmltod EsUt.le
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fun QAtESOF OEATt4 AFTER lll)llt' CHEe.. HERE
IF A "f'OU'JAL
PO... "'"feR If' AIU
21-95-00910
YEAR
HUUSER
Counl.,
Cumho rl and
SOCIAL ~ltCU"lt' NUUBER
AMOUNt RECElVED\SEE INSTRUCTlONSI
RemaInder Relurn
(tor dales 01 death pller 10 '2-13-82)
Federal Estale Tax Relurn ReqUired
Total Number of Sate Oepo5lt 80_85
o 5,
() 8,
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Suite 2
None
None
None
150.00
None
None
1,650.00
(8)
(9)
8,506.26
(10)
5,055.39
13,561. 65
(5,911.65)
(11)
(IZ)
(13)
(14)
(5,911.65)
(15)
0.00 X
0,00
(16)
o ,00 X 06:
0,00
(17)
0.00X.15:
0,00
(18)
0.00
Inleres1
0.00
0.00
(19)
(ZO)
(Zl)
(ZlA)
(ZIB)
0,00
0.00
0,00
DATE
~--\I-"1\
CATE
5-2.I-i7
'.
Act '48 of 1994 provides for Ihe reduction of Ihe lax rales Imposed on Ihe nel value of Iransfers to or for
the use 01 the spouse. The rales as prescribed by the slalule will be:
03% (,03) will be applicable lor estales 01 decedenls dying on or after 7/1194 and belore 1/1/96
02% (.02) will be applicable lor estales 01 decedents dying on or after 1/1196 and belore 1/1/97
01% (.01) will be applicable lor estales 01 decedenls dying on or after 1/1/97 and before 1/1/98
oSpousallransfers occurring on or after 1/1198 will be exempt from Inherllance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS,
YES NO
1. Old decedent make a transfer and:
I. retain the us. or Income of the property uansferred. ,
"..,............. .
b. rllain the right 10 deslgnale who shall use the property t,ansferred or its Income. .
,................, .
c. relllnarlverslonaryinte'est;or....................".....
.....,............ .
d. flClivl the promise for lif. of either payments, benefits or car.1. , . . . , , . . . .
.....' -.....,......
2. II death occurred on or betor. Oecember 12. 1982. did decedent within two years preceding death
trans'.r property without receiving adequate consideration? If death occurred aft.' Oecember 12.
1982. dtd decedent transf.r property within one year 01 death without receiving adequate
consideration? . , . , . . , , , . . . . , , , ' , . . . , . , , . , . , . . , . . , . . , , , - , . . , . , , , , . - , , . .
3. Did decedent own an 'In truslfor' bank account at his or her death? . . , , . . , , . , . , , , , . . . , . . , , - . , . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
x
x
X
X
X
X
Copvllqhllfo:I199410"nsollw.reonly CPSvs1em., Inc.
Form 1500 IR..,. 7.94'
,
,uv. not EX. (tZ.IS)
SCHEDULE A
REAL ESTATE
co..tl.m~'l\,w,w.Y'N"
ESTATE OF FILE HUM8ER
Barbara J. Livingston SSO 206.32-1460 11/10/1995 21.95.00970
(p,oporty 'olnlll'-ownod whh Rlgh' o. SurvlvolOhlp mual be dl,doaod on Schodulo F) AlI,oal o,'alo ,hould be ,oporlod allol, ma,ko. valuo
which la dollnod aa Iho p,lco a' which p'oparty would be o.changod be.woon a willing buyo, and a willing 10110'. nohho, being compoUod '0
b 0' lOll, both havln ,ollonablo knowlod 0 ol'ho IIlovanl 'aeta,
ITEM
NUMBER
1
74 Prospect Drive,
DESCRIPTION
Carlisle, PA 17013
VALUE AT DATE
OF DEATH
7,500,00
. '
TOTAL (Also enle' on line 1, Reea itulalion)
(It more spacI Is needed. insert additional sheets of same sIze.)
COpy,/,,"1 Ie} 1994 form totlw.,. only CPSYlf.rm,lnc.
s
7 500.00
CO"H.mfl;\~{\'_,NhY'.1A
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
REV. tloau . 11,,17)
Borboro J, Livingston
5511 206.32.1/,60
oint -ownod wllh RI ht 01 Su,ylyorahl mUI' be dllclolod on Schodulo F)
11/10/1995
(All '00
ITEM
NUMBER
1
DESCRIPTION
Mlscellsneous Personsl Property
TOTAL fAlso .nt.t on line S. Reea itulationl
(Anach addltionalS 112~ II 11. sheets I' more space is needed.)
COPYIIGht (cjl994Io,m soltw.,.onlV CPSVII."".lnc,
pt...,. Prinl 01 T .
FILE NUMBER
21.95.00970
VALUE AT DATE
OF DEATH
150.00
s
150.00
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV. "" EX . {l.all
cO"lI.'mlfi;\~{\'~,Nhl'.N"
ESTATE OF
Barbara
ITEM
NUMBER
A,
B,
c,
Pl.... P,lnl o. T .
FILl NUMBER
2l.95.00970
J. Llvln ston
206.32.1/,60
11 10 1995
SS
DESCRIPTION
AMOUNT
Fun.,al Exp.n"sl
Ewing Brothers
5 ,,,,.0,00
I,
Admlnl.t'"llv. co.t.,
Personal R.pr'Slntlliv. CorTVnisslons
Social Security Numb., of Personal Representative:
Y... Convnlsslons plld
2.
Hanft & Vohs
750.00
Anorney FI.s
3.
Flmily Ex.mpllon
Clllmonl
Addr.ss of Claimant al d.cedent's death
Street Addr.ss
City
Zip Cod.
R.lalionshlp
51a10
4.
Register of Wills
72,00
Probate F,.s
1
2
3
4
5
6
Mllc.lllneoul Exp."...:
Legal Advertising . The Sentinel
Legal Advertising .. Cumberland Law Journal
Carlisle Memorial Service, Inc. . Marker
Recording of Deed
Flowers for Funeral
Payment for Minister
90.26
60.00
1,831.00
13.00
150,00
100.00
I 8,506,26
TOTAL (Also enler an lin. 9. Reca itulatlon)
(I. mort 'PI" I. needed. Insert additIonal ,h..tl of 11m. all'.)
Copyrlqht (el'"4 form tol1w.r.only CP5'1'SlerM,lnc,
Fa,", 1500 Schedule HIR..., 7'''8,
REV- ""EX -O.lll
CO....O~W~.LTH ~~~~lV.NI.
INH Al 'NCEI AN
n 511ENrU
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.... Print 01 T .
FILl NUMBER
21.95-00970
ESTATE OF
Barbara J. Livingston
SS(I 206.32.1/,60
11/10/1995
ITEM
NUMBER
1
2
DESCRIPTION
Montgomory Wards Crodlt Card
Mombors 1st Fodora1 Crodlt Union Easy Loan
AMOUNT
1,501.73
3,553.66
TOTAL (Also enter an line 10, Reea rtulalianl
01 mare spaeo is need&d. Inur1 addrtional she'ls 0' same size.)
Copyrlqhl leI 1". 'orm aoltw". on,., CPS.".lemtl.lnc:.
.
5 055.39
\
--... .'. _.' ...
REV. 1In IX. (Z.'7)
co".rC~IA\,~~'NIA
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21_95-00970
Barbara
ITEM
NUMBER
J. Llvln aton
55 206 - 32 _1/,60
11 lO 1995
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARV
A. Ta_able aequlsts:
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF EST ATE
B. Charitable and Governmental aequests:
TOTAL CHARITABLE ANO GOVERNMENTAL SEOUESTS (Also enler on line 13, Rec.p~ulationl
(11 more spacI is n.,ded, insert addilionalsheelS ot urne size.l
Copyllqhl (e) '994 101m laflIN.f. only CPSystelTtS,lnc:,
s
Form 1500 Scl"ledul. J tAev. 2.87)
0.00
ij-75 -.3
CoMMoNWEALTM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~~, fI:
"~~J~. · ~~~
"j.i,,'~~lf~
l_
BUREAU OF INDIVIDUAL TAKES
INlIl "IUJoICI" ru IIIVISlll"l
fliP!. ;,801,01
1l"'''IU5~U''G. PA 111;"8 01,01
NOTICE OF TNIlFRII ANCE 'AX
APPAAISEHlHT, ALLOWANCe OR DISALLOWANCE
OF DEDUCTIONS AND ASS[SSMENI OF TAX
'I, ;hlll." III fI,
MICHAEL J HANFT ESQ
HANFT & VOHS
II W PoMFRET ST STE 2
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-11-91
LI V ItlGS , at,
11-10-95
21 95-0910
CUMBERLANO
101
BARBARA
A',.ount'- Ae"tt te"d-
1-.-
. .".""-'-_...."."..c~
MAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLANO CD COURT HOUSE
CARLISLE. PA 11013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
R Eii: i s'4T EX "A FP" (iJj": 97"i- NaYi CE nOF -YNliER it ANtE - YA X "iippjiii is Eif€N T "; "Ai. LowANt E - iili" - - -- - - n - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF L1VItIGSTON BARBARA J FILE NO. 21 95-0910 ACN 101 DATE 08"11-97
TAK RETURN WAS, I X I ACCEPTED AS FELED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: oRIGItIAL RETURN
1. R..I E,t.t. (Schedule AI 111
Z. stock I and Bonds CScheduh 81 121
3. Clos.ly H.ld stock/Partnership Int.r..t (Schedule C1 131
4. Hortg.g.I/Not.. Recelvabl. (Schedule OJ 141
5. Cash/Bank Oeposits/Hilc. P.rlonel Property CSchedule EI 151
b. Jointly Owned Property (Schedule FI Ibl
7. Transfa~s CSchedula 0) (7)
8. Total Ass.ts
7.500,00
,00
,00
,00
150,00
,00
,00
tOI
NOTE I To In'u~. p~opa~
c~adit to your account,
sub"U tha upp.~ pod Jon
of this fo~n wJ th you,.
tu pay"ent.
7.650,00
APPROVED DEDUCTIONS AND EXEMPTIONS:
IJ. Funa~al hpen.a./Adn. Cosh/Hisc. hpansas ISchadula to CIJ)
10. Dabts/Hortgege Liabilities/liens ISchadule 1) 1101
11. Tohl Deductionl
12. Hat Velua of Ta~ A.tu~n
IS. Charitable/Govarn..ent.l Saqua.t. (Schedul. J)
l't. Nat V.lu. of Elht. Subj.ct to Tu
8,506,26
5,055,39
elll
Cl21
CUI
Cl41
B.~~l ~~
5,911,65-
,00
5.911,65-
If an assessment was issued previously, lines
ref10ct figures that include the total of abh
ASSESSMENT OF TAX:
15. Allount of Lin. 14 at Spousal rata 1151
1&. Anount of Lina 14 tawabla at Lin.al/C1a.s A r.ta 11&1
17. Allount of Lina 14 tawabla at Co11ata~.1/Cla.s 8 rate 1171
18. PrinciPII T.. Due
NOTE:
14, 15 and/or 1&. 17 and 18 will
returns assessed to date.
,00 K ,00.
,00 X .06.
,00 x ,15.
e 181
.00
.00
,00
.00
TAX CREDITS:
PAV"ENT
DATE
RECEIPT
NU"BER
DISCOUNT e'l
INTEREST/PEN PAID 1-)
A"DUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
,00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS TItAN n. NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS AEFLECTED AS A "CAEDIT" eeA), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF TltIS FOR" FOR INSTRUCTIONS,)
J
RESERVATIONI
PUAPOSE: Of
HOTlCEr
PAYHEHTr
RErUNO leA Ir
;;';:J
c,
'."
..' ;,:J
~ju
[.tat.. of d.codant. dying on or be fora O.c..b.r IZ, 1'8Z -- If any futurl Int.rl.t In thl I,tnll I. tran.ferrld
In Po.....lon or InJoy..nt to Cl... B Icollat.r.ll b.n.'lclarl.. of the dac.dant aft.r tha a.plr.tlon of any a.tata
Ilfa or for y..r., the Co..onwa.lth h.r.by a.pr...ly r...rv.. th. right to apprnll. and ...... tran.f.r Inherlt.nc.
et the lawlul Cia.. B Icoll.t.ral) rata on any .uch futura Intar..t.
..,
T....
To fulfill the requlr...nts of Section ZUD of the I"".rltnnu .nd htat. Tall Act, Acl 21 of 199!t. 172 P.S.
S.ctlon 'IttDI.
O.tach the top portion of thl. Hotlc. and .ub_lt with your pay..nt to the P.gl.t.r of will. prlnt.d on thl r.vlr.a .Idl.
--Haka chIck or .0nlY order payable tor REGISTER OF HILLS, AOENT
A rl'und of a ta. cradlt, which wn. not r.quested on tho Ta. R.turn, ..y b. raqu..tad by co_plltlng on "Application
far R.fund of Pann.ylv.nla Inharltanca and [.tat. Ta." IREV-111).. Application. .ra avallabl. at tha Offlc.
of the Algl,'ar of Will., any of thl II A.venu. Ol.trlcl Offlc." or by c.lllng tha .p.clal Zr.-hour
an.w.rlng .arvlc. nu.b.r. for for.. ord.rlng: In pann.ylvanla 1-8DO-!6Z'ZDSD, out.ld. Pann.ylvanla and
within laCIII tlarrhburg .rn (717) 787-8094, )DD. 17111 I7Z-ZZSZ W..rlng I"p.ir.d Onlyl.
OBJECTIONSr Anv party In Inl.r..t not .all.fl.d with Ih. appral....nl. allowanc. or dl.allowancl of daductlon.. or ........nt
of ta. I Including dl.count or Int.ra.t} a. shown an thl. Notlca .u.t obj.ct within .I_ty 1601 day. 0' r.c.lpt of
this No tic. byl
ADHIN
ISTRAUYE
COARECTIONSr
DISCOUNT r
PENAlTYr
IHTEREST:
--written prot..t to th. PA n.part..nt a' Aevenu.. Board of App.als, nept. talO:I, Harrisburg, PA 111ZS-IDZI. OR
~-.Iactlon to have the ..tt.r d.t.r.lnad at audll of 'ha account 0' Ih. persona' repr...nt.tl~., OR
~-app.al to 'he Orph.ns' Court.
F.ctual .rror. dl,covllrld on thl. ........nt .hould b. .ddr....d In writing to: PA n.part..nl 0' R.v.nu.,
lIur.au of Individual h.... AITHI Po.t A.......nt R.vl." Unit, napt. UD6DI, H.rrlsburg, PA I7IZ8.D601
Phon. (711) 117-6\05. Sa. pag. S of thll bookl.t "In.tructlon. 'or Inherll.nce Tex R.turn for e Ra.ld.nt
Dac.d.nt" IAEV-1501) for .n IIxplan.tlon 0' ad.lnl.tr.tlv.ly corr.ct.bl. .rror..
If .ny tax due I. paid wilhln thr.. ()) cal.ndar lIonth. aft.r the d.cld.nt'. d.alh, II 'IvI p.rc.nt (SX>> dl.count 0'
the ta. paid I_ allow.d.
Th. lS~ t.x ..n..ty non-p.rticlp.tlon p.n.lty I. co.pul.d on the tot.l of tha t.. and Int.r..t Il......d. .nd not
pnld b.for. January la, I"b. the flr.t dllY .'tar the and of the ta. ..n..ty parlod. 'hi. non-partlclp.tlon
p.nalty I_ app..l.bla In tha .... .annar and In the tha la.. tl.. pariod "' you would appa.1 the t.. .nd int.r..t
th.t ha. b..n .......d II' Indlcat.d on this not Ie..
Int.r..t I. charg.d b.glnnlng with flr.t day of dallnqu.ncy, or nln. (91 lIonth. and on. II) day fro. th. data of
da.th, to tha data of pay..nt. Ta... which b.ca.. d.llnquenl b.fore January I, I,az b.ar Inl.r..t .t the rata 0'
sl_ 16~1 p.rcant p.r annuli ,.Icul.tad .t . d.lly rat. of .ODDI6tt. Ail I.... which bac... d.llnqu.nt on and .'t.r
~.nuary I, 198Z will b.ar Int.r..t al . rat. which will vary fro. cal.ndar y.ar to cal.ndllr v.ar with that r.t.
announcad bV tha PA Dapart..nt of R.v.nue. 'ha appllc.bl. Int.re.t r.t.. 'or 198Z Ihrough 1991 ara:
'!!!! Inhrest R.t. Dally 'ntar..t ractor :!.!!! Int.r..t Aat. OnllY Inhr..t factor
1,8Z ZD~ .DDD54a 19a1 .. .DDDZU
1911 16;( .DDDttn l,aa-1991 lI:l .DDUDI
1911,. 11;( .GDUDI I99Z .. .DDDZ47
1915 U~ . DOOlS6 1'9)-199" ,. ,DDDI9Z
1916 IU .DDDZ7" 1995-1997 .. .DDDZ47
--Inl.rlllt It calculat.d .. followll
INTEREST . D^L^NCE or T^K UNP^ID K NUNDER or D^YS DELINQUENT K D^ILY INTEREST r^CTOR
-~Any Hotlc. Is.u.d .ftar the ta. b.colI.. d.linquant will r.flact .n Inl.ra.t calculallon to ,Ifta.n (151 day.
b.yond the d.t. of the ........nt. I' p.y.ant I. .ad. aft.r Iha Int.r"1 cOllputatlon d.t. .hown on the
Hotlc.. additional Int.r..t .u.1 b. calculated.
,~~
''f-;prr1.
JRD/June 30. 1992/17858
In Re: Estate of BARBARA J L I V I NGSTON
Late of MIDDLESEX TOWNSHIP
Es N 21 - 95 - 970
tate 0,:
ORI'I/^NS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
No,
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUFST TO
CONDVer A HEARING PURSUANT TO RULE 5.6(0), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: WAYNE EUGENE LIVINGSTON
Counsel for Personal Representative: MICHAEL J HANFT ESQ
Date of Grant of Original Letters: DECEMBER 28, 1995
Date of Delinquency Notice: APR I L 9. 1996
The undersigned, Mary C, Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court
Orphans' Court Rules, hereby notifies the Orphans'. Court Divisinn, Court of Common Pleas of
Cumberland Coumy, that neither the above named personal representative nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its certification required by Rule 5,6(d). Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 5,6(e). Supreme Court Orphans' Court Ilules. was given by the Register of Wills
on APR IL 9 . 1996. and that the len (10) day notice to file the certification has expired.
Accordingly. In accordance with Rule 5,6(e) the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing 10 determine whether sanctions should be Imposed
upon the delinquent personal representative or counsel for the delinquent personal representative,
(d,1.
Date: APRIL 22. 1996
~'
Distribution: Personal Representative
Counsel for Personal Representative
Estate File -.
A HEARING IS SET FOR Vu/lIl.
IN COURTROOM NO.1.
IF THE CERTIFICATION OF NOTICE IS
WILL AUTOMATICALLY BE CANCELLED.
at< 'b.u...LCL S -l, 'l~,
-1'/., /99/-" AT 1/: O() A. /n.
/
FILED PRIOR TO THE HEARING DATE, THE HEARING
//~//=~,/)~.
HAROLD E SHEELY PJ