HomeMy WebLinkAbout96-00053
,.-
". .;~'
. ; ~
,
-'
,-
_ _~__. T:_~_.~l'.
.':.':;.
"
'. .::
,
'-~-
'-i
-.,.
,..:;'
.;,.
~:.:'
--';
x
".'
.' -,
;..
,
"
,"
"
"
y~. ,.
No. r2l'lq9~ -05 '3
Eslale of
Steward H. llartrmn
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY 22 19~,ln consideration or Ihe petlllon on
the reverse side hereor, satisractory proor having been presenled berore me,
IT IS DECREED thai the instrument(s) daled JUNE 19. 1991
described therein be admilled 10 probate and n1ed or record as the last will or
STEWARD H. HARTMAN
TESTAMENTARY
JAYNE C. HARMAN
and Lellers
are hereby granled 10
FEES
Probate, Lellers, Etc. ......... $ 50.00
Short Certificates( ).......... $ 9 . 00
Rl:iil?n~llHgJl ................ $ 9 . 00
JCP $ 5.00
TOTAL _ $ 71.00
Filed ..... !l.~~l!r~~Y.. ?~, ..+~.~~.......
"--I) I[LV-.fC'. v'J...l..l''--<...J0'J-ULltOn /:~UuU
MARY 'C. LEWISl<gl.terorw,i"' A"~ ,,:;'",iJ).Lf1lILCr
~~~~ .
Charles E. Shields, III, Esquire #38513
ATTORNEY (Sup. Ct. 1.0. No.)
2 W. Main St., Mcc-.hani.csburg, PA 17055
ADDRESS
(717) 766-0209
PHONE
,,:1
r.~ .J
.-
c;-\
:-.-j
"
G.:' ..
~. ,
(:16
LETTERS AND O~DER WERE MAILED TO CHARLES SHIELDS
JANYARy 23. 1-996.
J
i<.
,
.
LAST vlILL AND TESTAMENT OF ST[o.'WARD H. IIAR'fHAN
I, STEWARD H. HARTMAN, of the Borough of Shircmunstown,
County of Cumberland and State of Pennoylvonia, being of Hound
and disposing.mind, memory and understanding, do moke, publioh
and declare this my Last Will and Testament, hereby revokinc ond
making void any and all prior Willo by me ot any time heretoforo
made.
1.
I direct the payment of all my just debts ond funeral
expenses as soon after my decease as the same con be conveniently
done.
2.
I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whntcoever and
wheresoever the same moy be situate, to my wife, JAYNE C.
HARTMAN, absolutely and unconditionally.
3.
In the event that my "Iife, JAYNE C. IIARTMAN, ohould predeoeasll
me, or should she die within thirty (30) doyo from the dute of my
death, then in either of such events, I give, devloe und bequeuth
my entire estote, of whatsoever nature and whereoocver till! /lnrno
may be situate, to my three (3) childrcn, to wit, Wn:VIAHIl II.
HARTMAN, JR., J. BENJAMIlI HARTHAN and VICTOR fA ,J. AflOllOI"jo',
-1-
.
, ,,,,.,,._-~.-
CERTIFICATION OF NOTICE UNDER RULE 5.61al
NMle of Decedent: ~tH/ I/. IItt,.CM411
Date of Death: 9-,-I/S
Will No.
.2I-fC, - DoS.3
Admin. No.
To the Register:
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
Name
Address
S :;, West~. s'/reHttlltdvwn PA-
WIU dOllt by h.~ JJilllry is txr.
~lJf'L C. \-\o..~~
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: 5 _3-'~
- 't::~
- N
OEl ::sa:
- 0
m;;: 0... . j :
.!1.,.;. " 0
""", (,)
...---;:.... CD
vU I ,""9
"? ." ~ :1
~(.)
otl ..:. (jj
~,-
001 '..0
0Cl> ~ ~8
Cl>a:
a:
~cE.~~e-R'J)ffi
Signature
Name c%,"'/.::J t::. ;)hI 'aIds '"Ill:""
.
Address ::l W. /?14.u1 ~t:
IJIU)JtUlI'l!$J,urq fJ/f /70Sd
Telephone(7~ 7,f~ - 02LJ?
Capacity:
Personal Representative
Counsel for personal
representative
-X
IIV.Il00 I" 1'."1
~
..5'"
fdlE~
="'S
u~..
.-- ..-
/5-- 71- (,
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
. .
l5
fil
III
'"
~~
COMMONWEAlT.. 0' '(HN~"lYANIA
DU'Al'MfNf Of IlYINUI
01,T,7I0601
HAUIUUlO,'A 11121.0601
DICfOIN 'S NAMlllAS . 'IUl. AND MIDDlllNlllAlJ
H4~rlHlIN. .57l:N.4,e/)
SOCIAL SleVin, NUMIUl
71/- 01- 69.,C
H.
(I' ..mollll'"IVfYINQ "OUU"' IlAMIIlA", "I" AND M1tlOlllNIllAlI
H/Jl!1"m#N. oJl9ylol.f C.
IKI 1. Original R,'urn
DAI[ Of IUIIH
.:/-:2/'-;0
o 2. Svppl.menlol Rtlurn
193- 12.- 9.:151
o A. limited ellal. 0 Ao. Fulur. Inlerest Compromise
I'or do.e. a' deo,h alter 12.12.82)
(8 6. D.ced,nt Died llllot' 0 7. Decedent Moinlointd 0 living T,usl
(AlIoch copy of Will) (Altoch copy of TruI'1
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMI COM'llll MAIliNG ADOIUS
CHIM.I..GS €, S/lIG7..b$ 7ft: ~ w. ImllN ST.
mc:c.IIHNIC ,s.dute6-_
.......
wilj
a:",
a:=
l:l~
tUUHON( NUMIU
7'-fD -()t!-O
z
'"
~
~
III
a:
1. Rial E,'o'"(Schedull A)
2. Sloa. and Bond. ISchldule BI
3. ClolOly Hlld SloclcJPortnonhlp In.orlll (Schedule C)
A. Mortgog.s and Nol.. Receivabl. {Schedule OJ
5. Calh, Bonk O.polill & Miscelloneous Personol Prop.rly
(Schldull E)
6. Join'ly Ownld Property (Schldu11 FI
7. Tronders (Schldu11 G)ISchedule LI
8. Tolal Gross Auets (10101 lines 1.7)
9. Funerol EJlpenSls, Adminlstralive Costs, MlsceUoneous
E'pln... (Schldull HI
10. Debll, Mortgogl L1obili'ie., L1ln. (Schedule I)
11. T 0'01 Dldudion. ('alai L1n.. 9 & 10)
12. Net Volue of Eslote (line 8 minus line 11)
13. Cho,i'obll and Governmenlol Bequelll (Schldull J)
I~. Ne' Volul Subje"'o T..ILlne 12 minu. Line 13)
15. Spousol Transfers (for doles of dealh ofter 6.30.9.4)
See Instrudions for Ar,plicoble Percenloge on Roverse
Side. (Indude volues rom Schedule K or Schedule M.)
16. Amounl of line 104 lo_oble at 6% role
Ilncludl volu.. 'rom Schldull K or Schedull M.)
17. Amounl of line 14 la_obi. at 15% rol.
(Indude valuII from Schedule K or Schedul. M.)
18. Principal 10. dUllAdd 10. from Line. IS, 16 and 17.1
19. Credits Spousol Pov.rty Credil Prior Payments
0+0
z
'"
~
~
E
:&
'"
u
~
....
'7
'0. OATIS 0' DIATH Ann 12/21/91 CHICK H
" A SPOUSAL
POVIRTf CUDn IS CLAIMID 0
'Ill HUM II.
~I
96,
.$'.3
COUNTY CODE
OlCIOlNl'~ (OMruu AOUIUl
S .s. WcJ.T I1I1E.
JHIR/!'ItfIlN~TOWN I I"A
C~"I C L.l M e,Ei~LAN b
YEAR
NUM
17011
AMOUNT IU(fIVEO ISlE IN~nuClION~1
SEE ~~W t .scItGb. o.
o 3. Remoinder Rerurn
(for do'" of dlo.h prior '012.13.
o 5. Federol Estote To. Rerurn Require
"'M. 8. Tolol Number of Sofe D'podl 80..
PI1
170 SS-
III - ()-
121 1'/3.9(,3.2.0
(31 -()
(~ ) 0
(5) -I!J
161 ~ 0-
171 -0 ~ ,
f. I g) /.11 7~J,'O
(9) ~I/<<.S, '2Z-
(10) -0-
(15)
(16)
(17)
+
Discounl
o
.s, "2s:. n
1 5.31, 98
.
o
8.537.91
o
o
)( .15 ..
o
20. If lIn, 191s greoler Ihon line 18, enler Ihe difference on lino 20. This is ,ho OVERPAYMENT.
iii 0
21. If Une 181s srooler than line 19, enler the difference on line 21. This is rhe TAX DUE.
A. Enler Ihelnter.sl on Ihe bolance due on line 21A.
8. Enler ,hi '0101 of L1nl 21 and 21A on Line 21B. Thl. h Ihe BALANCE DUE.
Mall. ChICk Payable 10: Regh'er a. Wills, Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-0(
Under penohies of perjury. I declore Ihat I hove e.lomined rhis rei urn, including atcamponring schedules ond slalements. ond 10 the best of my ~nowledge and bel
it is Irue, corred and complere. I dedore Ihol 011 reo I "'ole hos been reported allrue market voluo. Oedoralion of preparer olher thon the penanol represenlarivl
bosed 0 II informolion of which preporer has onr ~nowledgo.
"ON ..0 rusoNmlOelll'O'" NO'"U'N AD""" .b.s. We,c Itve. SJ,,'reIJtilA 14111, I'll 17~1I OAf[ '-/7-Yt",
(18)
o
Inlerest
o
(19)
(20)
()
i)
Chcck here If you ore requesting a refund of your ovcrpavment.
(211
121AI
(218)
o
o
o
AD""" Z. j,J, IJ1Wl rt. /Jfech4"'(SL~; , IH /7DS';)
DAIl
1.-17-~
Act '48 of 1994 provide. for tho roductlon of Ihe tax rale.lmpolod on Ihe not value of transfer. to or for
tho u.. of tho .pou.., Th. rat.. a. pr..crlbod by tho .Iatul. will bol
. 3% (.031 will bo appllcabl. for ..tat.. of dec.donll dying an or aft.r 7/1/94 and b.for. 1/1/96
. 2% (.021 will b. applicable for o.tato. of decodont. dying on or aft.r 1/1/96 and b.for. 1/1/97
. 1% (.011 will bo appllcabl. for 0.1010. of decedents dylno on or after 1/1/97 and b.for. 1/1/98
. Spou.al transfer. occurring on or aftor 1/1/98 will ba exempl from Inhorllanc. tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
1. Did decedont make 0 Iransfer ond:
a, retain the use or income of Ihe property transferred, .......................................................
b, relaln the right 10 de,ignote who shall use the property tran,lerred or ils income, ...............
c. retain a reversionary interest; or ...................................................................................
d, receive the promi,e for life of olther poyments, benefits or core' .......................................
2, If dealh occurred on or before December 12, 1982, did decedent within two years preceding
death Iransfer property withoul receiving adequote consideration' If death occurred after
December 12, 1982, did decedenttronsfer property within one year of death wilhoul receiving
adequate consideration' II........... ......................................................................................
3. Did decedent own an 'in Irust for', bonk account ot his or her death"'...............:....................
YES NO
><
x
X
)(
X-
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST q>MPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
'0 en :-; ~~
'1:::== co .le..:
.. -.. ~
~ t.:
"
)
..
, , ~~
o
N
~
--,
"
:.!
() :-,'
ur:'
&.CJ:
~
", -.1
. _::1
'(j c:
08
. .
lIY. UOJ 11+ 1'''61
'*'
COMMONWEALTH 0' PENNSYLVANIA
INHEAIfANCI TAX UTUAN
IESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
ESTATE Of
FILE NUMBER
6fG iV,4,(!J) fl. HIhe TI1f/hl/
;)..1-96>-S'.3
, IAII praplrly lolntly-awnld wUh RighI 01 Survivorship mUll bl dl.clolld on Schldull F.)
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1,
.Jlft) S/{A.ees
/I,"~ S7.,37$
C!IJ/1(/lfU) .57o~ 01= H,4RS'CO ~If!p'
uw'Ol
~.. S8.18 )<. OJ'Io
....
of/?, 9"3. '2.0
I
I
TOTAL (Allo enlor on line 2, RICo lIulollon
(II more .pac. is ntld.d, insert additional sh..,. o'som. size.)
5 /,) 963.2.0
~
ifJ.'
IIV.UIIII. V.III
, .
*'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.alo Prlnl or Tvpo
E NUMBER
:).1- fj~ - 63
ITEM
NUMBER
COMMONWIALTH 0' PlNNSYlVANIA
INHlIIlANCI TAl( InUIN
IUID(NT OlCID[NT
.s-r~lVtM./) II.
HIlt<-r/JII1A1
DESCRIPTION
AMOUNT
A, Funolal Exponso"
1.
tlIYe;f.f H,9,(WE,e HtlVtfltlf(, IIDI1fE (~eh1"TtMJ)
'9~2. DD
B, Admlnllllallve Cosio:
1.
2.
3.
c.
/t)A/JI ~/).
Porsonol Reprelenlolive CommiSlion,
50ciol Security Number of Personal Reprelenlolivo:
Veor CommiSlion, paid
. .
Attornoy Feo, (JflIU?urs IF. SHIEZ./)S:m:
11 G of) , d'f)
Family E.emption
Claimant .JAYNE f!. H'AI27?11IMJ Relolionlhip bJlD~eJ
AddroSl of Cloimonl 01 docedonl" death
Slreol Addrell 'i.f We.J T t'TvE'.
City $lttEmAtJ,)l~/()lJ Stole 1',4 Zip Code
~
.3/~'~
no If
4.
Probate Feel ".qJ ShDrt Ce.rI:flc40fe.s
1'1.3. cD
1.
Mllcolloneoul Expon...,
aD/IIMI~/DI\ -10 .aun 1V1'Ifer ReynDld.s ~ .sAtire of ~*,c.J:::
$, e. c. fel.
#/p/'j:
Cu.fi{,'u/ 1714/'/;117 .f Cer-l-jf:, +0 broke,..
Ft1i"7 :rflhtr;~ ~ "R~:I1Am.
11-
~,3$
1 ~, 7S'
,. JS, DO
, 0189. s8
2.
3.
4.
5.
6.
7.
B.
TOTAL (Also onter on lino 9, Recapilulotion) S.s: tf JS', l2..
(II more Ipaco II noeded, In,orl additional Ih.olo ollamo Ilzo.)
. sl/
.'
oharo and oharo aliko, pOl' otirpoo.
LASTLY, I nominato, conotituto nnd appoint my wifo, JAYNE
C. HAR'l'HAN, Executrix of thio my Laot Hill and Tostamont, and in
the event that my oaid wifo should prodocease mo, or should ahe
be unablo or unwilling to SOI'VO in ol1oh capaoi ty for any roaoon,
then in such ovont, I nominato, constituto and appoint my two (2)
80na, tho aforosaid STffi{ARD H. I~RTMAN, JR. and J. BENJAMIN
IlARTHAN, Co-Exocutorll of this l1y Lao t Hill und 'l'es tnlllent, in her
place and oteud, und in all instancoo, I direct that my said
personal representatives be excused from posting bond or other
security for the faithful performance of their duties.
IN v/ITNESS vIllEREOF, I havo hereunto set my hand and seal
this f C(~ day of June, A. D., 1991.
~SA::::.~ .4f. . .J_~~ ,. If'
Stel-lUrd H. Hartman -" 1
(SEAL)
-2-
r
L
I,,,,
-,,-,
;111i;;\~:{g:~i:{:,i_:.~D;:;;,is,t2~}i}L,~.:L{'~':.,,: '.,.
: ",,' ,c, ,.,:. i...".:",: :::,;,.,}::: >;ir,~~;,:3:;i?~:~A~,,:~t~~~~i?1;.'~ .~.
'., ." ~'~''''''CO''lt r-i,jl-.......~'''''"...,...-.....:!.~}t~ f:
. ',..:.': .,;;.: :....:t~...:.r1..::~~J.:.1'.'.~i.'M..~.'~J..~!l~I~~(L\~
)5 '19 f;.,
RIV-1547 IX AFP (12-95*
CD.KINWULlH Of' putelnyA..."
DlPU'''Nf Of' Rfyuu:
IURlAU or INDIYIDUAl TaX(1
MPT. tlUOI
KAR'UIIURG, PA 11U"UOI
e v
ACN 101
NOTICE OF INHERITANCE TAX
A~~RAISE"ENT, AllOWANCE OR OISAllOWANCE
Of OEOUCTIONS ANO ASSESS"ENT OF TAX
DAT! 09-23-96
DAT! OF DlATH 09-07-95
FILl! NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE ~RO~ER.CREOIT TO YOUR ACCOUNT. SUB"IT THE U~~ER ~ORTION OF THIS fOR" WITH YOUR TAX
~AV"ENT TO THE REGISTER OF WIllS. NAXE CHECK ~AVABlE TO "REGISTER OF WIllS. AGENT"
REMIT PAYMENT TO:
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
."Dunt R..1tt.d
CUT ,ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iliWis4i-EXnAFP-fIF9sY-iioricEnci,,-iiiHEiiiiAiicE-'T"AX-jiP'iiii'A-iSEHiiii'-;-,\L,i.-ciiiANCE-iiFi------------n_--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARTMAN STEWARD H FILE NO. 21 .96-0053 ACN 101 DATE 09-23-96
If an assassmant was issued previously, lines 14. 15 and/or 16. 17 and 18
reflect figuras that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rat. (15)
16. A.aunt of Line 14 taxabl. at Lin..l/CI... A rat. (16)
17. A.ount of Line 14 taxable at Coll.t.,.al/Cl... Brat. (17)
18. Principal Tax Du.
TAX RETURN WAS. (X I ACCE~TEO AS FIlEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Rool E.t.to (Schodulo Al (11
2. Stock. end Bond. (Schodulo BI (21
3. Cloa.ly Hald stock/Partnership Int.r.at (Schedul. C) (3)
4. tlodgago./Hot.. R..ohoblo (Schedulo 01 (41
5. C..h/Bank DepoIU./Hhc. Pa,.lon.l Proparty (Schedul. E) (5)
6. Jointly Owned ~roporty (Scho4ulo fl (~I
7. Tron.for. (Schedulo CI (71
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen.../Ad.. Co.t.'Hlle. Expans.. (Schedul. H) I')
10. Oobt./tlortgogo llobllltlo./llon. (Schodulo II (101
11. Totol Ooductlon.
12. Nat Valu. of Tax R.turn
15. Charltable/Govarn.ent.l aequa.t. C$ch.dul. J)
14. Not Voluo of E.toto Subjoct to To.
NOTE:
TAX CREDITS:
~AV"EHT
OATE
RECEIPT
HUIIBER
DISCOUNT (+l
INTEREST (-I
I CHANCEO
,DO
13.963.20
,DO
,DO
,DO
,DO
,DO
(el
13.963.20
5.425.22
,DO
1111
1121
1131
1141
~ ,47~ n
8.537.98
.00
8.537.9a
will
8.537,98 X ,DO.
.00 X ,06.
,DO X .15.
llBI
,DO
.00
,DO
.00
~OUNT ~AIO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAlO AfTER OATE INOICATEO. SEE REVERSE
fOR CALCULATION Of AOOITIOHAl INTEREST.
( If TOTAL ~UE IS lESS THAN 11, NO PAV"ENT IS REQUIRED,
IF TOTAL OUE IS REFlECTEO AS A "CREOIT" (CRI. YOU HAV BE ~UE
A REFUNO. SEE REVERSE SlOE Of THIS FORH FOR INSTRUCTIOHS.I '
.
.r '~
" L
- tli C")
,.,
1('>
N
n.
Wi
!..'
" .:
'-;11- ~'\ "' :>
c: Uu
RESERVATIONI Elt,t.. of decedent. dVlng on Dr b.fat. Dlc.-ber 12, 19.2 -. I' eny future Int.r..t In the ..t.t. I, trensflrred
In pa.....lon Dr .nJov-ent to el... . (coll,t.r.l) blneflcS.rl.. of the decedent ,'t.r the IMP.tltlon of env ..t.t. for
11'. or 'or v..r., the Co..onw..lth hereby '.Pt"llv t...tWlt thl rlDht to Ippr.... end "'1" trenl'.r Inheritance 'IX"
It the 1~'ul Cl... . (coll_t.,..!) r.t. on InY luch lutur. Int.t..t.
PURPOSE Ilt'
NOTICE. To fulfill the requlr.-.nt. of Section 2140 of the Inheritance ~ Elt.t. 'IX Act, Act ZZ of 1991. 72 P.S.
$ect1~ ZlftD.
PA~TI Detach the top portion of thl. Notle. end .~lt with your p.~t to the Algl,t.t of Willi printed on the r.v.r.. .Ide.
uftMJ check or ItOMV or.,. PlYul. tal REGISTER OF HILLS, AOEHT
All p.penh received "'.11 flnt b, IIPPUld to en1 Int.r..t which ..., b. ctu. with eny n..lnder applled to the tn.
REFUND (CAli A nfund of . t.. crtMI1t, which WII not r.quut.d on the T.. R.turn, ..'1 b. r~ltad by cOllPl.Una en "AppllcaUon
far Rafund of Penn.ylvanl. Ihharltanc. ~ E.tata Ta." (REV-13IS). application. .ra av.llabla .t the Offlc.
of the A.gI.t.r of Will., any of the 23 A.vanue DI.trlct Off Ie.., or by calling the .pecl.l 24-hour
answering ..rvlc. ~r. for for.. ordering: In Penn'Ylvanl. l-aOa.S6Z.Z0Sa, out.lde Penn.ylvanl. end
within local Harrisburg .r.a (111) 711-aa94, TOOl (711) 71Z.ZZSZ (H..rlng 1~.lred Only).
OBJECTIONS I Any p.rty In Int.r..t not .atl.fled with theeppr.I...ent, allowanca a~ dl..llowanc. of deduction., or ......-.nt
of ta. (Including dl.count or Int.r..t) .. .hown on thl. Hotlc. .u.t obJsct within .Ixty (6aJ d.y. of r~c.lpt 0'
thll NaUc. by!
...wrltt.... protast to the PA Dep.rt...,t of A.venua, Bo.rd 0' Appe..., D.,t. ZII021, Harrisburg, PA 11121"1021, OR
u.lactlon to have the ..tt.r dIIt.r.lned. at MIdi t 0' the account 0' the per.onal repr..ent.tlvl, OR
ulifl'pe.l to the Orptw'l.' Caurt.
AlliUM
ISTRAnVE
CORRECTIONS I
Factual .rrar. dl.cav.red on thl. .......ent should b. addr".ed In writing tal PA Dep.rt.ent a; A.v~,
lur.~ a' Individual T...., ATTHI Po.t a.....aant R.vlew unit, o.pt. Zla6al, Harrl.burg, PA I11ZI.06al
Phone (111) 111-6505. See P-V' 3 0' the bookl.t "In.tructlon. far Inherltanc. Ta. R.turn far. A..ldent
DacedantW (REV.ISal) 'or en ..plenatlon a' adalnl.tr.tlvlly carr.ctabl. .rrar.:
DISCOI.IrT.
I' eny ta. due I. p.ld within thr.. (S) c.lendar .onth. aft.r the d.cadent'. dIIath, . flv. p.rc.nt (S~) dl.count of
the t.x p.ld I. .llawad. .
PENAL TV.
The 15% t.. -.ne.ty non.p.rtlclp.tlon penalty I. ca~ted on the tat.l 0' the tl. and Int.r..t .......d, end not
p.ld b.for. J~ry II, 1996, the 'Ir.t d.., .ft.r the .nd 0' the ta. aan..ty p.rlad. Thl. non-p.rtlclp.tlon
PMllty II ~.Iabl. In thl .... .am.r and In the thl .... U.a p.rlad a. you would app.al thl t.x end Int.rut .
that hat bean ......ad a. IncUc.t.d on thlt notice.
IHTERESTI
Int.r..t I. charged baglnnlng with flr.t d.., 0' d.llnquency, or nine (9) .onth. end on. el) day fro. the data 0'
dII.th, to the data of p,y'ant. T.... which bac... d.llnquent bafor. January 1, 191Z b..r Int.r..t .t the rat. of
.1. (6%) percant p.r ennua calcul.t.d at . d.lly rat. a' .000164. All t.... which bac... d.llnquent on end a't.r
J~ry 1, 191Z will b..r Int.ra.t .t a r.ta which will v.ry 'roe cal.nd.r y..r to cal.nd.r y..r with that r.t.
announced by the PA Departlant 0' R.v.nu.. Th. appllc.bl. Int.r..t rat.. for 191Z through 1996 .ral
!!!! Intar..t R.t. Dally Int.r..t F.ctor !!!! Intar..t R.t. 0.11'1 Int.rllt Fector
I9IZ lOX .0011541 1981 'X .ooaZ47
l.as I6X .00auI 191'-1991 IIX .01103111
19" IIX .11110501 .992 'X .aoutt?
1915 UX ,OaOS56 1995.1994 7X .000192
1916 lOX .aaaZ74 1995-1996 'X .auzt,?
--Intar..t I. c.lculatad a. folia....
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF PAYS PELINQUENT X DAiLY INTEREST FACTOR
-.Any Hotlc. I..ued aft.r the ta. baco... d.llnquent will r.'l.ct an Int.ra.t calcul.tlon to flft..n 'IS) d.y.
b.vond the data of the .......ant. If p.y.ant I. .Id. aft.r the Int.r..t co~tatlon d.t. .hown on thl
Notlc., additional Intarut IN.t b. calculated.
"
1l\!OISTl!ll 01' WILI.S 01' CUMUlmLAND COUNTY
Ilm'OIlT 01' STATUS 01' ADMINISTRA110N
(l'or IlcshJent Deecdents Ilylng ACter JulY. .~.!.lDB4)
I!STATI! NO. 21-~- .:53 {R~;; "
or
i Iills
Name oC Decedent: yr€W~~ H. fll/.e7"4tRN'96 JUN 20
Social Sccurlty Account No.: If:J -,"). -93 S 7
.~8 :13
CI!:'( "
CumlL
..-",
.' '_ rt
,., O'A
''''''1 ..
Date oC Death:
9.7-9S"
Name oC Personol Ilepresentutlve(s):
.jltynt> (!. 1/1(.1- CMA./t
,
Capacity
(check one)
Executor
Administrator
'X
Admlnlstrutor c.t.o.
Administrator d.b.n.
\
Is the admlnlstrutlon oC the estate complete?
Yes
'X
No
IC "yes", how was the udminlstratlon ended? (check one)
By court uccountlng
By uccount stated to parties In interest X
Did the parties release the
personal representative?
Other (expluln)
If admlnlslratlon Is nol eomplcle, estimnlcd vulue oC assets
stili in administrutlon
~
$ :5'" 1I2.f'
TJ
$ 8, ::f.3/J1 '
$ #
Totul amount puid to do te 10 eredi tors end Cor Cuneral and
administrative expense
'I'olal value of distributions to dute 10 beneficiaries
NOTE: This stetus report is due no later lIann the due date fur ClIille the l'elULo;ylvanla
Inheritance Tax Return or, iC no Inherilanee Tux Ileturn Is rellulre<l, nine (9) months
aCter the dute oC death; IC the udministrution oC the estute has not been eonelude<l,
a summary report shalt be Clte<l annually thereafter unlll the administration Is complete.
I certify under penully of perjury thut the Coreeoing inCormutlon is correct to the
best of my knowledge, inCormution nnd belleC. . /fl..t1 L? "
(Jutc: &'-/7 lU~ &~ c!:~~ -
f I~r:to"ftl lte(Jl'fSenl8U"v .
, A llorney for Hstate
TI.ls report must be slgne<l by the personul representative, or ono oC them when more
thun one, or by counsel Cor the estate.