HomeMy WebLinkAbout96-00024
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMDEHLAND
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The petllloner(l) above-named Iwear(l) or arnrm(l) that the
ltatementlln the foreaoln. petition are true and correct to the best
of the knowled.e and belief of petllloner(l) and that u personal
repreaentatlve(l) of the above decedent petllloner(s) will well and
truly administer the estate accordln. to law. .
before me:. thil t d 6 of
van a Y I
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No. 21 - 96 - 24
Estate of VIRGINIA H Rl1RKF
, Deceased
GRANT OF LETIERS OF ADMINISTRATION
AND NOW January 17., 19~, in consideration ofthe petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Steohen R. Bnrk..
Is/are entllied to letters of Administration, and In aceord with such finding, letters of Administration
arc hereby granted to
Steph..n R Rl1rk"
in the estate or Vi rg; n; ~ H 'A""'k9
'71f(j~ 1~'';1) fU- Khnf-/tiJ & .
Rqister 01 WUls . Tf (J
MARY C. LEWIS
FEES
letters of Administration ..... 5 25.00
Short Certilicates( 3) .. . .. . .... 5 q nn
Renunciation _............... 5S 5.00
JCP 5.00
TOTAL _ 5 44.00
Filed .. .~~~P.~~Y. .1.~ ,. .1.~!16A.D. 19_
Bridget M. Whitley (33580)
-^TTORNI!Y lSup. Ct. t.D. No.)
P.O. BOlC 11963
HIlrri"hnrg. PA 171nR_1Q!;~
ADDRESS
717-255-8027
PHONE
Mailed letters and order to attorney on 1-18-96.
111i!li ilt In urcH)' 111611 rlu' inltllllUlilln hl'Il' ~1\Tlll'l UIIIUII~ 'Hl'lt'.t 1111111 .111 oll~:Ill.d U'IIIIIt.III' ol.k,llh dllh ltltd willi lilt. .1'
I.n'alltc:gi~uju. The Ori~iJlIII u:rrilil.III' \1,111 hi' hllW,lldcd 1111111 ."'lI.III' VII.d Hllllld, ()lfllt 1111 11I"1I11,lIlt III Idlll~'
WARNING: 1111 lIIognllo dupllcnto Ihll copy by phololtnl (lr phologrnph,
hc'(mlhi'"'llilh,Ill', S.'I~' ;;J.,.,...v).~? 22.222
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11.,;".,IllIr,),l'il. 17109
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COMMOHWlALnt 01 PDlHlYUIlMA . Df:PAJIITUlHT 0' HIALTH' VITAL "tCOROl
CERTIFICATE OF DEATH
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Lover Allen
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325 Wesley Drive
.. Hec:haniCllburl/. PA. t7055
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CharIOll Richards
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2359 Forest Hills Dr.
. Pa. 17112
R. Burke
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Con-O-Lite cr.....tory
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o Nov. 27. 1995
5chasfferstovn, Pa.
.Gel Ie F.H.lnc:. 2100 Li lestovn Rd
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21 - 96 ~ 24
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Renunciation and Request
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,. In the Matter o( the !!at.le o( .....y.~.~.8!..1!~...!!.:....~.!!.~.~!!................................................................................-.........
To .M..-I:IIIJ:Y...~....t.llldA............................................................................................., !!aq., Regllter (or the PnIbIle o(
Willa ancI granting Letten o( Admlnlstnllon (or the County o( Cumberland, In the Commonwealth o( I'erwJlnnla.
.....1...... the undenlgned, being the ..d.auglll:.et...Df...the..dec.ellJled....\!1xgin.1a..H.....B~ka........._............
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do hereby I'CIlOWICe .....................1l!Y.....................................righr to have Letten .9.LM.Ill!nb.I;I1U;!IlIl............._...
_.___..._...."............................................... on said !!alate issued ro ..me........................_......................__....,
............_................_...........................................:.................. ................................... and do hereby requesr JOU ro grant
the same ro ...S.te~..RA...Ilw:k.e.....................................................................................................................-.........
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Witness....P.lY..........hand.................nd sea!.............. ..rbis...... ................:1..7......................................_...._........_
. da10f/.~..........A. D. t9..2.~
Se~ and delivered In pres n
of
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. ..1f2~//L. ~.,
LOEFFLER ~..
. ............................................................... (1.. S.)
......................... ....................................... ................ .................. ....................................._....... (1.. S.)
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............................... ................................................. ................................................................ (1.. 8.)
............................_.................................................. ................................................................ (1.. S.)
................................................................................ . ................ ............................................... (1.. 8.)
. ........................... .................................................... ... ............................................................. (1.. S.)
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Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
e.lll.o' VlrRlnla H. Burko
No, 21.1996.00024
also known IS
Oil. 01 Olllh 11/26/1995
.O.c....d SOCia' S.CUrlty No, 020.12.7191
Stephen R. Burke ,
Personal R.pr.s.ntahve(s) of the above Estat.. deceased, verify thallhe n.ms appearing in the followIng Inventory include all of the
~rsonlllss'ts whet'VIr situa'. and III of the rlallstll. in the Corrmonwl.tlh of Pennsylvania of said O.cedent. tNt lhe valuahon
placid opposite Ilch item of Slid Inwnlory '.prl"nts its fait value IS 01 the date 0' thl Oec.dlnt's d..th, and that D,c,dent owned
no rlal.stat. outsld. of lhe Corrmonw'lllh 01 Pennsylvania Ixcept thai which appears in I memorandum at th. end of this
Inv'ntory. I/W, vlrify tNl the statements mad. in thi, Inventory I" true and correct. INI. understand thai f.l" stalements hetll"
ar. mad. subject to lhe P'M!ties of f8 PI. C.S. Section 4904 relating 10 unsworn '1lsdication to authorities.
Name of
Anomey: BrldRet M. IIhltley, Esquire
Personal ReprlSentaliv.
Sk;jnalu.. ./~ ;1 ~ -'A ~".L
~~~ Burke
10, No.: 33580
Stgnalure:
Add....: 210 \/alnut Street
Add....: 2359 Forest Hills Dr1ve
HarrisburR, PA 17101
Harrlsbur~, PA 17112
T.lephone: 717/255-8027
Tllephone: 717/780 - 3001
Oll.d: 08/09/1996
D.scription
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(See continuation pageCs) attached)
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(Attach Idditional.halts ~ _....ry)
Tolll:
5,850.87
NOTE: The M'morandum or rlll.stal. outside the Commonwealth a' P.nnsylvanl.l may. al the .!echO" or the personal r'prlS.ntabv..
Includ. lhe value or IIch item. bUI such figurlS should not be .xt.nded inlo the lotll of the Inv.ntory.
Pr~ by 1M Penntytvaru Bit AnodIUOl'l
Copyrl9hl (e11111 form IOftw.,. only CPSystMll,Irc. 'orm 'RW- 7 fttlt)
,;.
AIV . 1100 U. tl"'.'
/!-,--. 7 7 - _"l~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
CO"~F:'.vIMJ{~il!""i\'\\"b~'NI'
MA,uu.B~~a YrrJ 121.0801
fiLe NUMBeR
21
'on OA"I 0' OIATH A,Tln "/Lt CHICI( HIAI
I' AIIIOUIAL.
IIlD'V,..cn., ..,.. .l.uu:n
1996
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OICIOINra COUPLETI AoonlSS
Bethany Village
325 Weoley Drive
Mechanicsburg, PA 17055
OECIOENrl HAUl (lA".'tAST,AND "'IDOl.IINITIALI
DATI OF QIRTH
00024
(IF APPLICABI.EI SURVIVING SPOUSE'S NAUE ltAST,FIAIT AND lAlDDlE INll'lALI SOCIAL SECUAITYNUl,lBEA
AUOUNT RECEIVEDISEE INSTRUCTlONSI
2. Supplemenllll Relurn
Q. Future Interest Compromise
(for dates of death aher 12.12.82)
D 7. Decedent Maintained a Uvlng Trust
CAB 1. ()Iglnal Relurn
H P L 4. Lmlted ESlllte
E P 0
CAC De,
K 0 K Decedent Died Teslllte
P S
8 P
0 NAUE
R N
R 0
E E TELEPHONE NUMBER
5 N
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05,
...!l-8.
Remainder Relurn
(for dates 01 death prior 10 12.13.82)
Federal Estate Ta. Relum Required
TOIllI Number 01 Sale Oepo". Ba.es
COUPLETE MAILINOAODAESS ~.., r
Keefer, Wood, Allen & Rahal
P.O. Box 11963
15. Spousal Transfers (for dates 01 death after 6.30.94)
See Instructians for Applicable Percentage on page 2,
(Include values ~om Schedule K or Schedule 1,4,)
16. Amount of Une 14 taxable at 6'1(, rate
(Include values ~om Schedule K or Schedule 1,4.)
17. Amount 01 Une 14laJcable at 15'1(, rate
(InchJde values ~om Schedule K or Schedule 1,4,)
18. Principal tax due (Add tax ~om Une 15, 16 and 17.)
19. Credits Spousal Poverty Cred~ Prior Pal'T1ents Discount Interest
0.00 . 0.00 . 0.00 0.00
2l.~nLj i;~::: I~::~:::'::::~~~~~ ~;:a~; :,~::o,:iPJ>AYMENT.
21. II Une 18 Is greater than Une 19. enter tho difference on Une 21. This Is the TAX DUE.
A. Enter the interest on the balance due on Une 2tA.
B. Enter the total of Une 21 and 21A on Une 21B. This IS the BAlANCE DUE.
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1. Real Estate (Schedule A) (1)
2. SlOCks and Bonds (Schedule B) (2)
3. Closely Held SlOCklPannershlp Interest (Schedule C) (3)
4. Mortgages and Notes Receivable (Schedule 0) (4)
S. Cash. Bank Deposits & Miscellaneous Personal Property (Sch, E) (5)
6. .JoIntly Owned Property (Schedule F) (6)
7. Translers (Schedule G) (Schedule L) (7)
8. Total Grass Assets (IOtal Unes 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous (9)
Expenses (Schedule HI
10. Debts, Mor1gage Uabili1ies, Wens (Schedule I) (10)
11. Total Deductions (IOtal Unes 9 & 10)
12. Net Value of Estate (Une 8 minus Une 11)
13. Charilable and Governmental Bequests (Schedule J)
5.B50.B7
(B)
6.B69.10
33.334.36
(11)
(12)
(13)
0.00 )(.1l..Q....
o . 00 X ,06 .
O.OOX,IS'
(18)
(19)
(2l)
(21)
(21A)
(21B)
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5.B50.B7
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
.. .. BE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH <( <(
Und., ~nalll"Or P<<l'Iy, I dtcl&r.lhlll hlv' ...rrllned Ihl".llln, Includ1ngaccomlX"Ylng Icn,dul..and ,tal.menl',and to In. bU' of my Ilnow,.dgeand bell,l, I'" trtA,
corrtcland compl.l..l dec..,..lhal.1I rlal.,tal. hu bMn r,port.d II tt~ mulle' va/Ufo D.c;l&rallonol pt.p&t., olherll'\an Ih'lMflontl r.pt'..."ltll... i. ba..d o"all."'orrnlllonol
.'lIen pt.pat., h..any Ilna.l.dge.
(15)
(16)
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ADDRESS
ns.~_ f.Q,"'JI.t;. . tl.i.U II. .IldY!'l....... -....... .........
Harrisbura. PA 17112
ADDRESS
I'.._Q, .1l.QlS_ )"l,~~).,.. ~)"Q .t1MI)\l):. .$\:... -....... - -... -.
7
DATE
5-;/rjf~
DATE
~f>'/'jr"
Form 1500 tR.... 7.'.'
'. ,.
Act 148 of 1Jlll4 provide. for the reduction of the leX rate. Impo.ed on the net value of tran.fer. to or for
the u.e of the .pou.e. The rate. II pre.crlbed by the .tetute will be:
e3% (.03) will be eppllcable for e.tete. of decedent. dying on or after 7/1!g4 and before 1/1/96
e 2% (.02) will be eppllcable for ..tete. of decedenl. dying on or after 1/1/96 and before 1/1/97
e1% (.01) will be eppllcable for e.tete. of decadent. dying on or aftor 1/1/97 and before 1/1/00
eSpou.al transfer. occurring on or after 1/1/00 will be exempt from Inherltence leX.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PlACING A MARK (X) IN THE APPROPRIATE BLOCKS.
1. Old decedent rNIkl e 11''''''' end:
{
I. rellln lI1e use or IncomI of lI1e properly rln.lerred,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
{
b. relaln 1111 rlght 111 deJlgnllll who lItl" u.. lI1e ptOperIy rln.lerred or lis Income, . . , . . , . . . . . . . . . . , . . . .
{
c. relaln lre_arylnllres~or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ' . . . . . . . ' . . . . . .
{
d. recelvell1epromlseforlifeoflilhet'pl)'l1tnlS,benelllsorclle?, . , . , .. . . .' . .. .. , ... ... . , ,., .
2. If dem occurred on or before Oe<:embet 12, 1982, did decedent wilhln IWO >'811S preceding deall1
translet properly wilhaut receiving adoqul1ll consldet'allon? II deall1 occurred Iftet December 12, {
1992. did decedent rlnslet ptOperIy wilhln one >'811 of deall1 wilhaut reeelvlng adequate {
consldet'lllon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . , .
{
3. Dlddecedentawnan'lnlrul1for.banklccountlthlsorhet'deall1?............,...............
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
eo,."...,,, le)'1I4 rcwm toU..,. only CPlyt'''''I. Inc.
Form 1500 (A... 7.14)
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~IV' 11010 +11''''
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
cow.~~ ~AHIA
!STAT! 01' Virginia H. Burke
1'1 L! NUMBER
21-96-00024
IT!M
VALue AT DATe
DeSCRIPTION
1
Tangible personal property
100.00
2
Bethany Village Retirement
Center, refund of patient
account
1,839.02
3
Mellon Bank. Irrevocable
Burial Reserve Trust, Acct.
1197516009
3,911.85
(AllIeh additional 8 1/2' x 11' sheets W mora spacels needed.)
C"Y''OhIIC,'1I4 lot'" sotl.... only cPIYlteml.ll'IO.
Fotm 1!500 SctMdul. E (Rh, Z-I7)
Cf\':~;:~. ; ;~~t<.;..:. "..,~-:~-;~~:7:~~/,".~:.:>f:r~y~7~~;;~r~'*~1" _,l
! .':' ',~,~"';" "'u.au..'~1;1~~:_........;;...} "
1 If w~""".,A"l",....+..lfl""",_ ._....M..... .......M~.... M"__... 4'"
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SCHEDULE H
FUNERAL EXPENSES (continued)
ESTATE 01"1 Virginia H. Burke
ITIlM
NO DESCRIPTION
3 Sheila B. Loeffler
Funeral travel expense
reimbursement
4 Christopher Burke
Funeral travel expense
reimbursement
5 Peter Burke
Funeral travel expense
reimbursement
6 Kate Burke
Funeral travel expense
reimbursement
7 Virginia Kukan
Funeral travel expense
reimbursement
8 Eric Loeffler
Funeral travel expense
reimbursement
9 cynthia Plankert
Funeral travel expense
reimbursement
10 Perry Loeffler
Funeral travel expense
reimbursement
FILE NtlMBER. 21.9S-000:a
90.00
1:10.00
18.00
:140.00
180.00
90.00
90.00
90.00
Total. (Carry forward to main schedule) . . . $
918.00
.'
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CMAIIUI L alIO"1
.""'."...
Jesse II. Gelgle FunerolllomCl. Inc.
1100 LI"."'''O.'' Ito..."
MAItIlIlIU.., ........'U...".." '7'"
'n._.. .....,.,
."UOMN C. MfLU.
.......,,1'
STATEMENT Of fUNERAL GOODS AND SERVICES SELECTED
Chi.... 1ft oN, tfJIlholc lItfllllhlt fM .kard Of thee lit ~. II .. 1ft rtqlf&mI ~ lI. Of .., I mMnJ Of tmnIlorr 10 ., ., kftN. .., _lQ
fI"'''''' wrillftthtlo.,
If,. WWaN __1'1I1.... ...., ~ tfIIhlllN"".... II' hMwnI."1rl ""..... fM lilli' hen 10'" for "....,.... YnII do IlOC "I" II P"1 lot ~
JO' IUd ftOlI Ippnm If,. wltctfd 1ffI"IflIWl'lU..h M' dlmt rrflWlCkJft Of IfMwdItl, "'11. U.. c...... for f'ftlbtllN,.. ., will rapllM .h, bdo.
'CN'lMknlccol Vt'1l'Cnta JI. Iblr\t. DIH.otDnrll-Hml-2f1. lQQ~
OlItIf 'OIl
~t.Jtplvm R. Rllt"~". ''29 Fnr".1: Ull1. ",.tv._ Ibrorrl.hlrq.
~ A~ Qr
A. CRAIG. rol ..Inas 'ILICT'IDo Od", ,lot....
I, P10'WIOHAL IIIVleD
_o#'_Ol"""'I5l1Ir.,...~
!mho...... "''''''''.''''.''''..._
Od", """""too 0# bodr
P.n&:r'vwnla l~ll'
.
.
CttnIatlon....,................. .26S..00
(Ilnntpttoo)
on... ~~,.I ..... .1Jl.110 To Cometary
t'"nn-n..!l.t!! ~ I!.!cg r... '.uwJO
" AI'..l5lI.OO .
TOTAL MUCRANlHJI SlUCRO....,.,..." ..... .'-158.00
c. spaCIAL Cll'UGUt
'onrudl", of tmtItN 10
('.,..,.,Homc')
Imtrtnt ttf mn6M ttonll
""."."""""""""'''''.-
Sv.-TOTAL o. PlOIUI'ONAL nlncu
J. '''CJunu AND SUVlCU
Ow " frdlltln and """" for
'1twt..(VWUlIoftI'W'.kr)......... '_
u.. 0# I_lei and """"
(or'-"tralmttnOftJ ............._
u.. 0# frdllt'" and """" lor
NCI'IIOriIIScmct ................_ (,.MnlHomt)
u..o#..."""",andomkn 1_.......,....,............_
forp""ld.....kt........,....I_ Ol..'IC.....'too..,....,...,.........:us...oo
OthcT_offldlhla '_
St-A".t Fnu1t"""'nt: l~~.OO StJI.TOTUO'JPlCUaulGU ................ C....lJ5.,J)()
Murop-l D. WI AOYAlfaD
,......................,....... ._ ~Gmt ...............,....l6:WlO
Sv.-TOTAL O. 'ACIUTlUIIQUl'M!!lT ,.,."., " , A1.lli.OO Cnntttrr!qalptnmr..",...... ... '_
Loc.ndDctd.................... '_
I, AUTOII011VIIQUl'MINT N.......... ....Im-LonJ ".""., '_
YtfIidc 10 tnnIItt mnaIftI to,enmI Home. ~ NocktI-o.~-to...... '_
LonJ.,...................,.........l3S..DO T""""""aT,....- ....,......,_
Hnnc(CaakC'tCoadl) Atrfm .........................._
LonJ,..........,...............,_ Ckrsr"'..OOm......,..,..,..,._
LImoaItl'lt hJkum......................._
LonJ,..,........................_ CmI/ltdc.pno#IIwOnlh
,....,'" CmlJlnlt...........,..........I...1ll..CO
LonJ..,..,....,....,...........,_ ,olktlJeon ......,.............._
no.u"'orllonld......too 110_ .....................,....1ll1.9t
LocII............................_o,' to ~ Vn..~CI'tIrJc..............._
Lndnt/dnnar ~J.1l ~ I ". '_
LonJ.......,..........,........._ ._
Car lor......... ._
001.................,.........._ 1_
OuIollownlrwpormbl.........._. :_
'-7'2 9'1 L - ... ft
._ . Sv.-TOTA 0' AD,AllCU,..........,........... DI........."t
.v.-TOTAL o. AUTOIlOTlVlIQutPM!!lT....,... AI'lli..OO ..,'...... roo for..omkn .._""
TOrAL D' PlOIUIIOllAL slInas, (tprr/h.... -.. .... ... -,.p/
PAounu AllD AUTOMOTlYI
IQIIII'IIIIlT ...............,...............,..' A '.52lWlO
.-
'-
SUllllAlT o. CRAIGU
A. Prof........ -. 'rdlklel and
1qolptomI. IOd bl.-kt
!qaIptnmr....,...................520-00
I. --.....................'.35B..OO
e.ljwddOwar< .............,....ll.35.DO
D. CarIo_,........,......... '.282.9t
TOrALO. AUIlCT101l..,....................... '~.9t
PAID AT TIM. Of 01 PlIOI TO
AlIlAllGUlIllTS. 5. !loath. Cetta.......,.... '---15.00
IAWlCI DIll.,...,...................,........ '-J.ll1.O.91
Ad-1tdJ<mtIw nrdr ..,........ '_ UASON .01 UlIAUIJI(G
lqfllrr bookf.) .................. ...J.L.QO f:mMlmlnc vall not: r~st:P.d
Mmlorr (oIdm .. .... ........ .... .~ 1(.,.... mnnny. cwcrmtl<<'ll'y ...-r..~......1lU ,,",mpftd Ihrpardl_
Pnytrnrdl....... ..... ......... '_ 01..,. oflhr IItw IhItd abMtlhrlrw,. H~.."....A" npb6ntd hrIow.
T_......................._ I
IwIddollll.. ,..................._ ~ t\ I U .I~,N, ?1~!l!ti.;
11pf'r....lhmruMltdrtwllc'llltolpdlMdtmkulrttnnllbrmllldto.d_lOktonfttMd~talflt..._T'"~41a.m~.11lCbn1tdir
"""""...""tlllr_"......GoodI....__I.....-daclhrot__._...,.,-"...............,"'......
IndtrrrimIdmrd.1dIo.-rtlO..kt,.pnlol. lQln Ql ...,.,. ,.. dI"'I"""IO.JMldrandtmrllylbhlc....~rIIt.
USN bdctw. A" dtIrJe ol_llK. pn fDOfll" .mounrkllto 1"" pn rnt wtl. IflPItd 10 IfIt.,..,ed btIMn ~ '1;, cttrs
hIIlM dut ol dill .~. I ril a_ pt, to dIr rllWl'll DttrrIW II mtClIUYt C'OItI ptW brIM hftmI Dtmtof' 10 C!lItc1 _I oeor tftdrr Iflil ~.
Tlar COllI", IncWr rnotrlfTJ' fta. ('OWl CClIIJ Jftd otfwr C'OItt. All' adcJlUonalltfYtm Of IllIrf'daftdIIr ar*rrd or ~ ann dIr cbtt oll'" ~ ..
br C'OftI6ckftd pM ol dill aprr.nI ... rtw c. dImoI wiI lit rrftmrd .. .. ftnaI bill Ill' IIIlC'IIInIC. .
(Snf) n... '-..,,, 1001;.
1-' I"""
f""h"F'1... r. r-"",t"l.
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I. CRAIG. '01 ....CRAlIOI5ISWCTlO,
CarUI.................,........._
{DntrtpIIooI
OIhtTltctplJdt .................._
(DntrtpIloo)
o.IrrMblconcllftrr............. '_
(DntrtpItoo)
(5nI)
I-I
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form. 600 R..IJed 4~
.....--
-<-
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALDNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v:i54i-EX-"Fii-ioi-:96Y"iioi'-icE--ciTYNHEiiiTANCE-YAX-A-PPii:(isEiiENT-'--"iTciwAiicE"oii-_uumm_m-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURKE VIRGINIA H FILE NO. 21 96-0024 ACN 101 DATE 11-19-96
TAX RETURN WAS, I I ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.tat. ISchedul. Al III
2. Stock. _ 1Iond. (Schedul. B) (21
S. Clo..ly Hald Stock/P.rtnerohlp Int.r..t (Schedul. CI (51
'I. Hort_./Not.. Rec.lvabl. (Sch.dul. 01 ('I)
S. C.oh/Bonk Dapolltl,"l.c. P.r.onll Prop.rty (Schedul. EI (51
6. Jointly Dwnad Property ISchldul. FI (61
7. Tran.f.rl (Schedul. GI (71
8. Tot.l AI.at.
,s:.. 77-5"
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
. \
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
D(PT.lIUDl
HARAJSIURa, PA 171'.-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
BRIDGET H WHITLEY ESQ
KEEFER ETAL
PO BOX 11963
HBG PA 1710B
DAT!
ESTAT! DF
DAT! OF DEATH
FILE NUHBER
COUNTY
ACN
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral ExPenl../A~. COlta'Hlsc. EXP~I.. (Schedule H) (,)
10. OIbt.lHortgl8l llabllltl../Llan. (Schedul. II (101
il. Tot.l OIduotlon.
12. Net Value of Ta. R.turn
15. Chlrltabl./Go..rnaant.l B.qua.t. (Schedul. JI
1'1. Hat Val... of eat.t. Subject to Tile
11-19-96
BURKE
11-26-95
21 96-0024
CUHBERLAND
101
AMount R..Ut.d
.00
.00
.00
.00
5.850.87
.00
.00
6,724 . 11
33.259.18
1111
1121
1151
11'11
*'
'".1''''' ". '".'U
VIRGINIA
H
HOTEl To insure proper
credit to your account,
.ub.1t the upp.r portion
of thl. for. with your
tile p.~t.
(BI
5,850.87
3Q.qA~ ,q
34,132.42-
.00
34,132.42-
If an assass.ant was issuad pravious1y, 1inas 14, 15 and/or 16, 17 and 18 will
r.,lact figuras that inc1uda tha total of !bb raturns assessed to date.
ASSESSHENT OF TAX:
15. Aacunt of line 1'1 .t Spou..l r.t. 1151
16. Aacunt of line 1'1 t..abl. .t llne.l/Cl... A r.t. 1161
17. Aaount of line 1'1 toxabl. .t Coll.t.r.l/CI... B r.t. 1171
lB. Prlnclp.l T.. Du.
NOTE:
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT (+1
INTEREST I-I
.00
.00
.00
X .00.
X .06.
X .15.
I1BI
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
.00
.00
.00
.00
I IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.
..
,
RESERVATIONI E,'at.. 0' decedent. dylnl on O~ befar. Dec-.ber 12, 1..2 .. I' ~, lutur. Int.r..t In the ,,'at. I, tr~".rred
In po.....Son or enJQ~t to CI... . (coll.t.,.l) beneflol.,I.. of the decedent .,t.r the IkPlr.tlon of en, I.,.t. for
11'. or for ,..,t, the C~.lth hereby ..pr..,., r...rv.. the right to .",.... end ...... trent'" rnherltencl T....
at ~ l~'ul el... . (colll'.,al) rete on en, luch future Int.r..t.
PllIll'OSl or
MOna. To h1lflU the r....lreMnt. of hcUon lUG of the InherltMCI Ilnd Elt,t, Tu Act, Act Z2 of 1"1. 72 P,S.
lootS... 2140.
PAYlENTI Del... the top portion 0' this NoUee end ..1t .,lth your Plv-tt to thl! _..ht,,. of MUll prlntM on the ,..,.,.. .Ide.
--.... check or 110M' order p,,"dl tal REGISTER OF MILLS, AaEHT
All PII,..," reellved ""11 flnt be .,.Ued to My Int.,..t which .., be ck.Ie with My ,...Indt.. .,.l1ed to the tax.
RI71ICD (ell) I , rtIf\nf of . tax credit, which .... not requested on the Tax Aeturn, uw be r....t. b1 co.pl.tine en -ApplJCIUon
for R,fund 0' Ptnn.,lv.nl. I~rlt~. ~ E.t.t. Tu- (R[V.ISIS). application. .r. .vallabl. .t the O',lc.
0' the R..lltar a' Will., In1 0' the IS R~ DI.trlct O"lc.., or b, calling the IpOClal 14~hour
~lYarlng ..rvlca nuobar. 'or 'or.. ordering I In Pann.,lvanl. 1~IOO.]61-1151, out.lda P~.,lvanl. ~
within local Harrllbur. are. (717) 717-1094, TOD' (717) 771.1151 (~rl", I.,alrad Onl,).
DlA:CTlONS. Nf'/...tv In Intarut not ..th,lad with the ...r.I.....t, allonnc. or dl..llaw.nc. a' daduotlon., or ........nt
0' tax (Including dheount or Intarnt) .. Ihown on thl. Hotlc. .,.t object within ..." (60) .,. a' roctllpt a'
this Notice "'I
-~.,rlttan prot..t to the PA Depart..,t 0' RItVMUI, "ard a' AppAh, Dept. Z&lOIl, Harrlabur., PA 17UI-lOZl, OR
".INtI.... to heft the ..ttar data,..lnad at audit a' the eccount 0' thl penonal r...r..antatlve, OR
--....1 to the Orphan.' Court.
_IN
IITllATlVl
CllAlllCTllIlS.
"on.l .rror. dhcovand on th1l ..........t thould ba addr...'" In .,rltlng to. PA o..rt88nt 0' R..,.,....,
...... a' Individual ,...., .m. Po.t ........"t R...,I... lkllt, Dept. ZlUn, Harrltbur., PA 17IU~"n
~ (717) 7'7~'SI5. See,... 5 0' the booklat -In.tructlon. 'or Inharlt~a T.. R.turn 'or a Ra.ldant
Daoadant- (IlY-ISI1) 'or ~ aKPI~tlon 0' ....lnl.tr.tlv.I' correa tabla .rror..
If MJ t.. .. 11 "Id .,Ithln thr.. c:n ealandar aonth. .'tar the dacedant.. dHth, a ,Ive porc....t (5%) dllCCU'lt 0'
tha t.. ,aid It allowed.
Tho 15% t.. ......t, non-partlal"tlon ,.....U, Sa c~ted on the tobl 0' thI to. and Int"..t ........, Met not
,.Id ba'or. JanuarJ 11, 1"', the flr.t eM)' .ft" tho and 0' tho to ..,..ty "rlod. Thh non~,.rtlcl".tlon
penalty 11 .....lllbl. In the ... .....r ~ In thI thl ... tI_ "rlad .. you would .....1 thl tu and Int.,..t
thet hi. ..., ........ a. Indlceted on thSa notlc..
DIICOIIfTI
PDtALnl
1Jf1'DtE1T.
Inbr..t It char"" botl,.,l.. .,Ith first cia, a' dell~" or nino UI .....th. and one (1) ., f,.. thl data 0'
death, to the data 0' ,.,..nt. Tax.. Which bee... delinquent ba'or. Januar, I, 1.11 bear Intara.t at tho r.t. of
... (':':1 parcant par .... celculatad at . eMlh nt. of .0011". All tan. ""'Ich bee... delinquent on and aftar
JanuarJ 1, 1.., .,111 baar Intar..t ot . rat. which .,111 var, fr.. calendar ,lIr to c.lendar ,..r with that rat.
announced b, tho PA Dlportaent of Rovonua. Tho IPPllc~l. Intor..t rat.. for 1"2 through 1'" .r..
!!!! Intoro.t ..t. Dally Int.r..t factor !!!r Int.r..t R.ta D.lh 'nt.r..t FoetDI"
1912 20X .aoosu 1917 OX .000247
190 16% .00001 nil ~ 1991 IIX .00lsal
19.. IIX .000SOI 1"2 OX .00az",
19.5 IlX .000556 un-I_ n .000191
1916 lOX .000174 1"5~1'" 'X .000147
--Int.r..t It c.lculated .. folle..,l,
INTEREST . BALAHCE OF TAX UNPAID X HUHBER OF DAYB DELIHQUEHT X DAILY INTEREST FACTOR
.~'"' Notlc. l.sued .ft.r the t.. bee.... dall~t will r.'loet an Intlr..t c.lculatlon to fifteen (15) daYI
beyond the dlt. a' tho .........t. If p.,...,t It ..... .ftll" tho Internt co.putetlon d.t. thown on tho
Notle., additional Int.r..t au.t be celculatld.
.....-...-.- ................"'.... - - -,---.. ".... .... - ...
.
.
.
, LAW OFFICES
~!=;~FER. WOOD. ALLEN & RAHAL
"7: 210 WALNUT STREET
P. O. BOX 11963
HARRISBURG. PA.1710S .1963
-.-.c;;~
("::.,'" )
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q . ..dl~
us PO~IAll
~... 0 1.4 i
.."It
HMElHH]S'1
RI;(;or',
RoC!
~"
'96 AGO 15 P 1 :21
'it;~t~':::i'
~.:~~~:
ClerK ('
CUnl~)OIl"r,
'M C""Jrl
~'F1RST CLASS MAIL
" ,
RmISl'ER OF WILLS
aHlERLl\ND aumc a:lJRl1DJSE
1 CXlJRl'IDJSE SCJJARE
CARLISLE, PA 17013
//
---
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..,.... .,,__.011' "__'tVf:~...J'h' '--",.'"
..?'~' :_,:--':~;"\'~":-;?~~;?11~~f:'-7,:7\~,.( ~:',..;: / '. .
',-c;.~'~" toyt r.~1.':,.....~\, ~."....,~m;:'lJ)l~',~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Virainia H. Burke
Date ot Death: November 26. 1995
Will No.
Admin. No. 1996-00024
Pursuant to Rule 6.12 of the supreme Court Orphans' Court Rules,
I report the following with respect to completion of the administra-
tion of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes xxx 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 xxx.
b. The separate Orphans' Court No. (if any) for the person-
al representative's account is:
c. Did the personal representative state an account infor-
mally to the parties in interest? Yes No xxx The Estate is
insolvent.
d. Copies of receipts, releases, joinders and approvals of
formal or informal accounts may be filed with the Clerk of the
Orphans' Court and may be attached to this report.
Date: JUfr. 2. _~~97
co (':
If. . "4...L )1(. df~
~~~ - 7
Bridaet M. Whitlev. Esa.
Name (Please type or print)
Keefer, Wood, Allen & Rahal LLP
210 Walnut st., P.O. Box 11963
Harrisbura. PA 17108-1963
Address
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(7171255-8027
Tel. No.
Capacity:
Personal Representative
xxx Counsel for personal
representative