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~ERTIFICATION OF NOTICE UNDER RULE 5,6(0)
Name of Decedent:
Vicki J, Minich-Jones
Date of Death:
August 29, 1995
Will No,
1996-00036
To the Register:
I certify that notice of beneficial interest required by Rule 5,6(a) of the Orphans'
Court Rules wa~ served on or mailed to the following beneficiaries or potential beneficiaries
of the above-captioned estate on February 7, 1996:
~
Address
Wayne M. Minich, Jr.
35 A. Millers Gap Road
Enola, PA 17025
Edward M, Jones, Jr.
7048 Wertzville Road
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5,6(a) except: None,
Date: "11-/
1.,
~A.\I\..~. W~
Debra K, Wallet, Esquire
24 N, 32nd Street
Camp Hill, PA 17011
(717) 737-1300
Counsel for personal
representative
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IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY I PENNSYLVANIA
ESTATE OF VICKI J. MINICH-JONES, Deceased
No. 1996-00036
APPROVAL OF ACCOUNT, WAIVER, RECEIPT
RELEASE AND AGREEMENT OF INDEMNITY
The circumstances leading up to the execution of this instrument are as follows:
1. Vicki J. Minich-Jones died intestate on August 29. 1995.
2, Letters of Administration were granted to Wayne M, Minich, Jr, by the Register
of Wills of Cumberland County on January 18, 1996,
3, It is the desire of the Minich-Jones heirs that the Estate be distributed without the
formality of a court proceeding in order to save the expense, publicity, and delay incident to
such court proceeding, and the Administrator is willing to make such distribution upon the
execution of this instrument,
4, An account of the administration of the Estate of Vicki J, Minich-Jones has been
prepared by the Administrator, A copy is attached hereto,
5, In consideration of the foregoing, each of the undersigned hereby:
A, Represents and warrants that he has read and understands this instrument
and that the facts set forth above are true and correct to the best of his knowledge,
information and belief;
B, Declares that he has examined the attached account of the administration of
the Estate and the attached schedule of distribution; that he finds them
to be true and correct in a\1 particulars; that he accepts and approves them as if they had
been duly filed, audited, adjudicated and confirmed absolutely by the Orphans' Court
Division of the Court of Common Pleas of Cumberland County, and as if the amounts shown
as distributable had been duly awarded to him;
C, Waives the filing and auditing of the account of the administration of the
Estate in the Orphans' Court Division of the Court of Common Pleas of Cumberland County,
and agrees that the Orphans' Court Division of the Court of Common Pleas of Cumberland
County may by its decree confirm the account and approve the schedule of distribution;
D, Requests the Administrator to make distribution of the principal and
income in accordance with the schedule of distribution, and effective upon delivery to
himlher of the amounts shown as respectively distributable. acknowledges receipt of such
property;
E. Agrees to refund to the Administrator any amount which may at any time
be determined to have been an erroneous distribution to him, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agrees that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Administrator shall have obtained actual knowledge of such erroneous
distribution and that in no event shall the period for collection of any erroneous distribution
be less than two years after the actual discovery thereof;
F, Absolutely and irrevocably remises, releases, quitclaims and forever
discharges Wayne M, Minich, Jr., individually and in his capacity as Administrator, from
any and all actions, suits, payments, accounts, reckonings, liabilities, claims and demands
relating in any way to the administration of the Minich.Jones Estate;
-2-
G, Agrecs to indcmnify and hold harmlcss, to the exlent of the funds receivcd
by him hcreundcr, Waync M, Minich, Jr" Individually and in his capacily as Administrator,
from and against any and all claims, loss, Iiabillly or damage (including Icgal fees and costs
in cOMection thcrewith) which he may suffer or to which he may be subjccted by reason of
his administration of the Estate, the selllemcnt of his Administrator's account and the
distribution of the assets of the Estate wilhout having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate; and
H, Declares it to be his intention that this instrument, consisting of three
pages, shall be governed by the law of Pennsylvania and shall be legally binding as an
agreement under seal upon him and upon his heirs, executors, administrators and assigns,
DATE: Illl~/{b
II...
W A ~ I , 11/~:ICH' JR,
(Seal)
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IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF VICKI J. MINICH..JONES, DECEASED
No. 1996-00036
WAIVER AND RELEASE
The circumstances leading up to the execution of this instrument are as follows:
1. Vicki J, Minich-Jones died on August 29, 1995, leaving no Will,
2, Lelters of Administration were granled to Wayne M, Minich, Jr, by the
Register of Wills of Cumberland County on January 18. 1996, after Edward M, Jones
renounced any right to administer the Estate.
3, By virtue of the decedent's marriage to Edward M, Jones, the undersigned has
an intestate right in the Estate of Vicki J, Minich-Jones,
WHEREFORE:
4, The undersigned for himself, his heirs, executors, administrators or assigns
does remise, release, quitclaim and forever discharge the Estate of Vicki J, Minich-Jones;
Wayne M, Minich, Jr" individually and as administrator of the Estate of Vicki J, Minich-
Jones; and any successor Administrator or any of them. of any and all claims, Including
these intestate rights, demands, of whatsoever kind or nature for or because of a matter or
thing done, omitted or suffered to be done by the Estate of Vicki J, Minich-Jones; Wayne M,
".
Minich, Jr" individually and as administrator of the Estate of Vicki J. Minich-Jones; and any
successor Administrator; or any of them with respect to the administration of the Estate or
the distribution of any money from this Estate.
No. 1996-00036
Administrative No. 21-96-0036
FIRST AND FINAL ACCOUNT OF
WAYNE M. MINICH, JR., Administrator
FOR
THE ESTATE OF VICKI J. MINICH-JONES, Deceased
Date of Death:
August 29, 1995
Date of Executor's
Appoinunent:
January 18, 1996
Account for the Period:
January 18, 1996 to November I. 1996
PURPOSE OF ACCOUNT: WAYNE M, MINICH, JR., Administrator, offers this
Account to acquaint interested parties with the transactions that have occurred during his
administration,
The Account also indicates the proposed distribution of the Estate.
It is important that the Account be carefu\1y examined, Requests for additional
information or questions or objections may be discussed with:
Debra K, Wallet, Esquire
24 N, 32nd Street
Camp Hill, PA 17011
1.0. #23989
(717) 737-1300
SUMMARY OF ACCOUNT
Em.
Cu"ent
Value
Fiduciary
Acquisition
Value
Proposed Distribution to
Beneficiary
8
$5,774,90
PRINCIPAL
Receipts
Net Gain/Loss on Sales or
Other Dispositions
4
4
$162,243.58
($11,323.91)
Less Disbursements
Debts of Decedent 5 $71,738,94
Funeral Expenses 5 $3,700,00
Administration Expenses 6 $2,005.82
Federal and State Taxes 6 $4,459.16
Fees and Commissions 6 $5.500. 00
Principal Balance on Hand $63,515,75
INCOME
Receipts 7 $6.294.15
Income Balance on Hand
Balance Before Distribution $69,809,90
Distributions to Beneficiary 8 $64,035,00
Combined Balance on Hand $5,774.90
"
,1:,
DISTRIBUTIONS TO BENEFICIARY
Cash Distributions to Wavne M. Minich. Jr.:
01/18/96
Cash distribution
$275,00
Real Property Distributions to Wavne M. Minich. Jr.:
35 A Millers Gap Road
Enola, PA 17025 (deed transferred 11/19/96)
$50,000,00
386 South Second Street
Steelton, PA 17113 (deed transferred 11/19/96)
$10,000,00
Personal Prooerty Distributions to Wayne M. Minich. Jr.:
1989 Ford Escort Sedan
$400.00
$2,500.00
$500,00
1988 Dodge Caravan
Riding Lawn Mower
Household items
$360.00
$64,035.00
TOTAL DISTRIBUTION TO BENEFICIARY:
PROPOSED DISTRIBUTION TO BENEFICIARY
Cash to Wayne M. Minich, Ir,
$5,774,90
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMONWfAltH O. 'fNN~nV"NI"
DI'....'MINt 0' .(v!Nul
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Minich-Jones Vicki J.
$OCIAL UCU.U'f NUMan DAn O. OUTM
191-40-8643
P' "'''''OIUllU1VTYtNQ lPOUU..,..../II1 1\"1' "111"''''1)/11'0011 ''''111''11
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o 2. Suppl.m.nlal A,'urn
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.01 DATlSO. DlAlH Ann 12/31/91 CHICKHIU
, IP A SPOUSAL
I POVII" CUDll IS CLAIMID 0
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i 21
i COUNTY CODE
DI(lOINT'$ COM,llTf AOOlIU
1996
YEAR
0036
NUMIER
1/7 / 50
35 A Millers Gap Road
Enola, PA 17025
C""..,
AMOUNT ."ttVID [$ll lN$TlUCTI<?N$1
24 N. 32nd Street
Camp Hill, PA 17011
73,000,00
3,935.31
75,228.27
10.000.00
16.724,22
73,620.03
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R.maind.r R,'ur"
Ifo, datil 0' d.olh p,io, to 12.13.821
Federal E.tot. Tax R.turn Required
04,
06,
'AU:i
o 40. Future Inler"l Compromill
I'or dOli I of d.ath oho, 12.12.821
Dec.d.nt Di.d Tlllot. 0 7, D.c.d.nt Maintoin.d a li...ing Trull
IAllach copy 01 Will) (Allach copy 0' T,ultl
llIlISPONDlNCEJoND' CONFIDENTTAt.T AX INFORMAnOtUHOULD, B~ DIRECTED. TO"., :,,,,:.T'~' ;:ti:!,~~';,.',j;,;">Mti\.~.:t.<u:,!)
(aMPUl! MAlllNQ ACOlUS
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2. Stockl and 80ndl ISchodul. I) 12 )
3. Clo..ly H.ld SlockJPortn."hip Interoll (Schodulo C) 13 I
A, Mortgogll and Naill R.c.ivabl. (Sch.dul. 01 { 41
5, Co.h, Bonlc D'polil1 & Misc.llaneous P.nonol Property ( 5 I
(Sch.dul. E)
6. Joinlly Own.d Proporly (Sch.dul. F) 16 I
7. Trantlo.. ISchodul. G)ISch.dulo 1I (71
1:1, Tolol Gran Au." (lotollin.. 1.7)
9. Fun.rol E.p.n..., Admini.trotlve Cosl1, Mi1C.Uon.ous (q I
Exp.nl" (Sch.dul. HI
10. D.b". Mortgog. liobiliti.., li.n. (Sch.dul. I) (101
11. Tolal D.duction. (Iotollin.. q & 10)
12. N.t Volu. 0' E.tot.llin. 8 minU1Un. 11)
13. Charitobl. and Go....rnm.ntol B.qu.'" (Sch.dul. J)
IA. N., Volu. Subj.ct 10 Tax (line 12 minu. line 131
15, Spoulal Trans',rs (for datil of d.alh ok.r 6.30.qA)
S..lns'rudionl for Applicable Perc.ntog. on R....en. (151
Sid.. (Includ. ...alulI from Sch.dul. K or Sch.dul. M.J
16. Amounl of line lA loxobl. at 6% rot. 1161
(Includ. volu'l Irom Sch.dule K or Sch.dul. M.)
17. Amount 0' line 14 taxobl. at 15% rol. (17)
Ilnclud. ...olu.. 'rom Sch.dul. K or Schedul. M.)
18. Principal tax due (Add lox from Un.. 15. 16 and 17.)
lQ, Credih Spousal Po....rty Credit Prior Poym.nh
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20. If lIn. IQ I. 9r.aler Ihan lIn. 18, .nl.r lh. diH.r.nce on lIn. 20, Thi.l. the OVERPAYMENT.
Ii! 0
21. If Un. 18 i. greater than line lQ, .nt.r the diff.r.nce on line 21. Thi. il the TAX DUE.
A. Ent.r the Int.rllt on Ih. bolonc. due on line 21 A,
&, Ent.r the total of lin. 21 and 21 A on lint 21 B. Thi. i. Ih. BALANCE DUE.
Mak. Ch.ck Payoble tOI R.gllt.r of Will., Ag.n'
Check here il you o.e .eque\fing 0 re'und 0' your overpayment,
1211
121A)
1218)
Total Numb.r of Sof. D.posit BOlli.
181
162.163.58
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(13)
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90,344.25
71. 819.33
71.819.33
4 ,309':U6
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(18)
4,309.16
(lq)
(20)
4.309.16
4.309.16
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Ad '48 af 1994 pravld.. far the r.ductlan of the tax rat.. Impalld on th. n.t valu. of trand.,. to ar for
the u.. of the IPOU'.. Th. rat.. 01 pr.lCrlb.d by the Itatut. will b.:
. 3% (.03) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on ar aft.r 7/1/94 and b.for. 1/1/96
. 2% (.02) will b. appllcabl. for ..tat.1 of d.c.d.nll dying an ar aft.. 1/1/96 and b.for. 1/1/97
. 1% (.01) will b. appllcabl. for ..tat.. af d.c.d.nt. dying on or aft.r 1/1/97 and b.far. 1/1/98
. Spau.al trand.,. occurring an or after 1/1/98 will b. exempt from Inherltanc. tax.
....
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make 0 transfer and:
0, retain the use or income of the property transferred, ......................,................................
b, retain the right to designate who sholl use the properly transferred or its income, ..............,
c, retain 0 reversionary interest; or ...................................................................................
d, receive the promise for life 01 either payments, benefits or co rei .........................,.............
2, If death occurred on or before December 12, 1982, did decedent within two yeors preceding
deoth transfer properly without receiving adequate canslderatiani If death occurred after
December 12, 1982, did decedent transfer properly within one year of death without receiving
adequate cansideratiani. .................... ...,.., '.....................,.. ...,....,.. ......... .........,..... ......,....
3, Did decedent awn on 'in trust for' bonk account at his or her deathL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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.
'*
COM.lOONWIAITH 0' OINNIYlVANIA
INHII'!AHCllAc "IUIN
IIS1DIN! DICID NI
SCHEDULE B
STOCKS AND BONDS
FI I N MBIR
Vickie J. Minich-Jones
21-96-0036
, (All preperty lolntly..wnod with Right 01 SUMllvonhlp mull b. dllClolld on Schodulo F,I
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
I, Wheat First Butcher Singer
c/o David E. Pleet
919 Russell Drive
Lebanon. PA 17042
,
Capital Resource Account
(valued as of August 31, 1995)
No. LN04 4612-9043
S3,935.31
...
TOTAL (Aho enter on line 2, R.capilula,jonJ
III mor. 'POC' i, nltel.el, insl,t additional sh..,s or lome 1;%1,'
s 3,935.31
.
. ....UOI n. 111....
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWlAlIH OIP1NNSYl'lolNIA
INHllltANCllAX II!UIN
IIIIDlNT DICIDINI
Vickie J. Minich-Jones
FILE NUMBER
21-96-0036
mATI 0'
Jelnt IInant(II'
NAME
A. Wayne M. Minich, Jr.
ADDRESS
35A Millers Gap Road
Enola, PA 17025
RILATlONSHIP TO DECIDENT
Son'
B.
C.
.....
Joln~v...wn.d property.
IT!M LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE~ JOINT MADE DESCRIPTION OF PROPERTY OF ASSET %INT, DECEDENT'S INTEREST
TENANT JOINT
1. A 4/11/ 386 South Second Street $20,000.00 50% $10,000.00
94 Harrisburg, PA
(based upon purchase
price in October 1990)
TOTAL (Ar,o .nter on tin. 6, Rocapilulolion) S 10,000.00
(If mar. spoce is "..d.d insert additional s",.1s 0' Jom. sill)
.....,1111."....
PI.a.. Print or Typ.
I FI NUMBER
~
COMMONWfAU'H 01 'fNNI'lVANIA
INHIlltlHCI TAl IlTUAN
1III0ltrolt DICfDfHT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE com AND
MISCELLANEOUS EXPENSES
Vickie J. Minich-Jones
21-96-0tr36
ITEM
NUMBER
A, Funeral Exp.nlls:
8,
C.
1.
2.
3.
4.
5.
6.
7.
8.
DESCRIPTION
I.
Richardson Funeral Home, Inc.
29 South Enola Drive
Enola, PA 17025
Rolling Green Cemetery - marker and installation
......
Admlnlstrativ. Costl:
1,
Penonal Representative Commissions
Social Security Number 01 Personal Representative:
Year Commissions paid
2.
A"orney Fees
Debra K. Wallet, Esq.
3.
family Exemption
Claimant Wayne M. Minich,JrRelation,hip
Address 0; Claimanl 01 decedenl's death
Son
Slreel Address
35A Millers Gap Road
4.
. City Enola
I Probate Fees
Slale PA Zip Code 17025
.-
Miscellaneous Expenses:
Estate Advertisement - Patriot News Co.
Estate Advertisement - Cumberland Law Journal
Misc. Expenses for Administrator - postage, mileage,
parking, long distance
Mi$c. Expenses for Attorney - notary, postage,
. mileage, parking, copies, long distance
'1996 Real Estate Taxes - 35A Millers Gap Road,
Enola, PA
1996 Real Estate Taxes - 111 Adams Street, Steelton,
PA
Fire Insurance Policy on Adams Street Property
Checking Account Fees
(Continued on attached sheet)
AMOUNT
5 3,700.00
1,285.18
5,000.00
3,500,00
425.00
47.80
60.00
50.00
75.00
133,55
298.69
124.00
25.00
IS 16,724.22
....tI"... v....
ESTATI Of
ITEM
NUM8ER
1.
2.
_A.......'...,....~>~~,.'L,.-..-'..~._..___.n_. '---..
~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABLITIES AND Ll!:NS'
Ploa.. Print or Typ.
I FILE NUMBER
21-96-0036
CClMMOHWIAcrH OI't""NS,,"'f\lIA
1"'"tlltlHCl 'AI liNIN
..IIDnll OtCIO"d
Vickie J. Minich-Jones
DESCRIPTION
. AMOUNT
Central Pa, Hematology & Medical Oncology Assoc.
20 Erford Road, Suite 100
Lemoyne, PA 17043
Teufel Orthotic - Prosthetic Assoc.
915 N. Hanover Street
Elizabethtown, PA 17022
$ 1,981.00
600.00
3.
Oncotech, IJl.C.
17500 Redhill Avenue, Suite 100
Irvine, CA 92714
2,102.00
4.
Orthopedic Institute of Pa,
3916 Trindle Road
Camp Hill, PA 17011
8,113.00
5.
Health Reach Home Care & Hospice
409 S. 2nd Street
Harrisburg, PA 17104-1612
1,300.00
6.
A.Z. Ritzman Associates, Inc.
P. O. Box 655
Camp Hill, PA 17011
200.00
7.
River Rescue of Harrisburg
P. O. Box 2908
Harrisburg, PA 17105-2908
80.00
8.
Arthur E. Yahn, M.D.
325 Piketown Road
Harrisburg, PA 17112-9345
690.00
9.
Capital Health System
17 S. Market Square
Harrisburg, PA 17105-8700
44,922.69
10. Capital Health Products
c/o Powell, Rogers & SpeakS
P. O. Box 61107
Harrisburg, PA 17106-1107
366.49
(Continued on attached sheet)
TOTAL IAlso ente" or. lin. 10. I\ecapilulolion}
(II more space is needed, ins.rt additional s:'." of sam. si.:..'
1$73,620.03
,
.
.
-',
.
.
. .
11'1,1111'"1'''''
'*
CQMMOHwIAUM Of pt.....lnV....IA
INMIInANCI tAl_nUlN
......Nt DlClII'"
SCHEDULE J
BENEFICIARIES
UlATI 0'
PILI NUMBIR
Vickie J. Minich-Jones
21-96-0036
ITEM
NUMBER
AMOUNT OR
SHARI 0' ISTATI
NAME AND ADDRESS 0' BENEFICIARY
RELATIONSHIP
I.
A. Ta.ablo RlquolfI'
Wayne M. Minich, Jr.
35A Millers Gap Road
Enola. PA 17025
Son
100%*
*Notel Estranged Husband of Decedent
may make intestate claim.
--
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Chori.abl. and Gav.rnmental B.ques":
1. None.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recopitulalian)
s
o
(If more space I. n..ded, Insert addlllonal .h.... 0' lame .lle)
(' 7.'''-~
/ oJ - (? COMMONIlEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE I~
IlUUAU O. INDIVIDUAL TAllES
IIHIIIlIoIIC( 'AI DIVlIIllII
llD", 111611
HAIIlllUlO, Pi 1711'."'1
NOTICE O. INHERITANCE TAll
A~~RAISE"ENT. ALLOWANCE OR DISALLOWANCE
O. OEIlUCTlCllCl AND ASlIISllINT 0' TAll
DATE
ESTATE OF
DATE OF DEATH
FILE NUIIIIER
CDUNTY
ACN
DEBRA K IIAllET ESQ
24 N 32ND ST
CAMP HILL PA 17011
10-22-96
MINICHJONES
08-29-95
21 96-0036
CUMBERLAND
101
~t R..Uted
*'
.'folM'Ulnllr.,n
VICKI
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER DF WIllS
CUMBERLAND CD CDURT HOUSE
CARLISLE, PA 17013
CUT ALONO THIS LINE ~ RETAIN LOIIER PORTION FOR YOUR RECORDS ~
ii!'v:i5'47-ix-jiFP""liiF96T"iiiificniF-YNHiifiTANCnA'X-A'pjiiiA'isiiiiiir-,--iiL.DiiiANCi"oii--------------m
DISALLOIIANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE DF MINICHJDNES VICKI J FILE NO. 21 96-0036 ACN 101 DATE 10-22-96
TAll RETURN WASI I X) ACCEI'TED AS FILED
RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN
1, R..l Eotata ISchedula A)
Z, Stocko _ lando ISchedula II)
5, Clo..ly Held stock/Partnership Intor.ot ISchedulo CI
4, ",..t_oIIIot.. R_lvabla ISchedula D)
5, Caohlllonk Depoolto/Hloo, P.roonal Proporty ISchedula E)
6, Jointly Ownad Property ISchedula F)
7, Tranof.ro ISchedul. 0)
II, Total Auato
I ) CHAHOED
(1)
(2)
IS)
(4)
(5)
(6)
(7)
73.000,00
3.935,31
.00
.00
75.22B.27
10.000.00
.00
III)
NOTE I To inN'" proper
credit to your ecCOW1t,
......u the .......r portion
of thlo fane with your
t"" p.~t.
162.163.58
APPROVED DEDUCTIONS AND EXEMPTIONSI
9, Funeral Expan.../AcIa, Cooto/Hloo, Expan... ISchedulo HI (9)
10. Debtolllcrt_ Llabll1t1a./Llano ISchedula I) 110) 73,620,03
11. Tatol Deductlono 1111
12. Not Value of T"" R.turn (12)
IS. Charltabla/Gcvornaontal Baquooto ISchedula J) 115)
14. Not Value of Edata SUbj""t to T"" (14)
NOTEI If.n ........nt w.. i,.u.d pr.viou.ly, lin.. 14, 15 .nd/or 16, 17 .nd 18 will
refl.ct figur.. that includ. the tot.l of ALL r.turn. .......d to d.t..
ASSESSMENT OF TAX:
15, ~t of Line 14 at Spou..l ..ta 1151
16. ~t of Line 14 t""abla at Llnaal/Claoo A rata 1161
17. ~t of Line 14 t""abla at Collat...l/Cla.o B ..to (17)
11. Prlnclp.l T"" Qua
TAX CREDITS:
~AYIIENT
DATE
05-28-96
RECEII'T
IUIIIER
AA112878
DISCIlUNT 1+1
INTEREST I-I
,00
16,724,22
,00 X,OO,
71.819.33 x.06,
.00 x,l5.
Ill)
ANOUNT PAID
4,309.16
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Qn.~44 ?Ii
71.819.33
.00
71,819.33
,00
4.309,16
,00
4.309,16
4,309.16
.00
.00
.00
a IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITllIIlAL INTEREST,
I IF TOTAL DUE IS LESS THAN .1, NO PAYIIENT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YDU NAY IE DUE
A REFUND, SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIClICI,)
.,
nO
c: ;:
:D
i.j
-<
N
~
..]
I' ,j
0:
RESOYATloth rtbit.. of deoedwItI dyinG on Dr befor. DeceIlDer 12, 1911 .... If MV future lnt.,..t In the ..t.b 11 tnnderrecl
In po....l1on or MJ~t to ell.. . (ooUet.,..1) ....'Ia1.,.h. of the decedent aft.r the uplretlon of '"' ..tet. for
11.. Dr far ~r., the C ~lth her-oy expr..llr ,...rve. the rllht to .",..1.. Ind ...... t~.f.r Inhlrl~ T....
.t the I_Jut C1... . (coU,t.,..l) rill. on MY IUCh tutu,.. intl....t.
~"
NOTICEI To fulfill the r...,l,-.tI of Section 2141 of the ImerltMce ... Eat.t, Tax Act, Act ZZ of 1"1. 7l P.I.
Section 2141.
PAYlEJfTI htllch the t. ",tlon of thll Notice Ind __U with your ~t to the Aeahlur of W.I1h prInt... on the rew,... aide.
........ cMcIt or -.y order papbl. tal REGISTER OF KILLS, &CEHT
All ~ta reclllved .,.11 flnt be ...UIId to ~ Inbr.d which .-y be due .,Ith eny r_ln6u .,11'" to the tax.
REflICD etAh A ,..hnI 0' . tu credit, WItch .... not r.....atect an the Ta: Rltum, _r .. r....ted by ...l.tl.... en ..Heltlon
for ..,\nII 01 """'Yl.,.,l, IMel"'lbncli ... E.tet. Tu" (REV-ISIS). AppllceUona .r. evalhbl. .t tM Office
of the A..1ttar of Y11l1, eny 01 the D R........ Dhtrlat OffIce., or by cellI,. the 81*11.1 24"hour
",...1". ..,."lee .....r. for fo,.., orderlnlll In P""Qiv.d. J-IU-362:-ZDSD, out.l_ PeMtYI.,.,ll Ind
.dthln IDC111 HerrSlbu,.. .r.. (717) 717-1094, TII01 (717J 77Z"Z15Z (....rina 1.....lred On!)').
OIJECTIONSI AnI perb ln Int.r..t not _tlllll1d ..lth the appMlI~t, .UDNInCI Dr dl_Uownca of decboUon., or .........t
of tax Unoludlna dillCCM1t or intarllU .. Ihowt on thll Notice ...t obJ.ot ..lthln .lxty (61) cley. of receipt of
thl. NoUce byl
......rIU., proh.t to tM PA Depert.w\t of Rev...., Ioerd of ""'11, Dept. ZIUZl, Herrllb...,.., PA 17UI"IOZ1, OR
.....lecUon to heva the _tt.r drltlrwlnrad .t audit of the account of the personal rapr.....taU..., OR
.........1 to the 0..,.,.".- Court.
AIIIlIII
IITllATlvt:
CDRIECTIONII
FeaMl .rrora dllCOftrad on thl. ........,t should be addr...'" In ..riUna tol Pi o.par~t of R.......,
...... of Indlvidlal Tex.., Alllh Po.t ........,t R.vl... Ikllt, Dept. ZlD601, Harrlsbur", PA 17121"1601
Phone (717) 717-6S15. See PIJIII 5 of the bookl.t ''In.tructIon. for IrhlrltWM:e Tex R.turn for . Rllldant
Decedent- (REV-lSDI) for ~ explanation of adalnl.tratlvaly correctable .rror..
DlSCCUfTI
If MY tax ... 11 paid ..Ithln th.... (3) eel....r aonth. .ft.r the dacedrlnt'. daIIth, . II" ....-cent (D) dJ~t of
the tax ...Id 11 .UCMMd.
The 151 tax __.ty non-...rUclPIIUon .....1 b .. ~tad on the total of the tax ... lnt.r..t ........, Ind not
,.Id befora Jwuary II, 1996, the first cIey .ft.r the and of the tax ....ty period. lhll non-,.rUcl,.Uon
....lb h .....Iabl. In tha __ ....,. and In the tha ... tI_ period .. you lIfOUld IPPUI tha tax and Inhre.t
that hi, bean ......eeI .. indleetad on thl. noUce.
PENALTY I
11ITtIlDT.
Int.relt 11 c:har1IrIId belIl,.,lna ..lth flr.t cIey of dal1~, or nine (t) aonth. and one (1) cIey fr_ the dIIt. of
....th, to the _te of ...,...,t. T.... ..e,lch bIceM dal1~t befo,.. Januery 1, 1'12 bMr lnt.rllt .t the nt. of
IS. (U) percent per ..... CIllcul.ted .t . del!)' r.t. of .000164. All tax.. which ~ dal1~t on ... .ftlr
Januery 1, 1HZ ..U1 bear Int.re.t .t . rat. ..e,lch _dll Vlry frOll CIlI....r veer to cal....r year ..lth that rat.
~ by the PA OeparbMt of R....,.... The appllClbI. intlrllt r.t.. for 1911 th~ 1996 .ral
!!!r Int.,...t Rat. Dellv Int.,...t F.oto,. !!!r Inti..." Rat. Dellv Int.,...t Factor
I,.Z Z'X ,...54. 1917 9X .OUZ"7
1915 1~ .UOUI 19"-1"1 llX ,"0501
1_ llX ,...S.1 I"Z 91 ,...Z47
1915 131 , ..0556 I"S-I994 7Z .....91
19M lOX .IOOZ7" 1"'-1996 9X .UU47
....Int.....t 1. calcul.tad .. follow'l
INTERElT . BALANCE OF TAX UNPAID X KUKBER OF DAY8 DELINQUENT X DAILY INt1]UE8T FACTOR
"'An. Notice llluad aft.r U. tax bracoeI. dal1~t ..111 ...fl.ot 11'I Intl....t calcul.tlon to flft.., US) ..
beyond the date of thrI ..M.....t. If PI,....t I, ..sa .,t.r the Int.r..t c.....h1t1on data IhoMn on the
NotlOl, eddIU_I Intere.t ...t be celculltad.
.STATUS REPORT UNDER RULE 6,12
Name of Decedent:
Vicki J. Minich-Jones
-.
Date of Death:
August 29, 1995
Will No. 1996-00036
Admin. No.
Pursuant to Rule 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. .State whether administration of the estate is complete:
Yes X 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 X
b. The separate Orphans' Court No, (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informal,ly to the parties in interest? Yes X No
d, Copies of receipts I releases, joinders and.
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to"this report.
Date: , , ,?Q/Qf,.
M
\';i ,
,-
,'-,
,....)
I
u
:.:.:)
I.:j , .
u; - !'.., .J .:l
eju
~.w.A.1!. W~
Signature
Debra K. Wallet, Esq.
Name (Please type or print)
'4 N 1'"" ~~r~~~ CAmp Hi" PA 17011
Address
(7171 737-1300
Tel. No.
Capacity:
Personal Representative
X Counsel for personal
representative
I..
I
I
,
(MAH: rmf/ AM3)