HomeMy WebLinkAbout96-00065
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Estate of Elizabetb
also knqwn as
PETITION FOR PROBATE and GRANT OF LETTERS
;1./- 9{g - ~5
C. TREGO
No.
To:
Register of Wills for the
D<<tased. County of Cumber land in the
Social Security No. 186 - 05 - 1766 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who 1!i1are 18 years of age or older an the execut orR
In the last will of the above decedent, dated Nllvembl'r 16
and codicil(s) dated
named
, 19l11.-..
(stale relevant circumstances, e,g. renunciation, death of eucutor, etc.)
Decendent was domiciled at death in Cumber I and County, Pennsylvania, with
I>er last family or principal residence at 661. Ha I nu t Bot tom Road. Sh [lllll'llRhurq t
(Sol1thnmpton Tnwn~hip) P....nnqy'\1llnln
(list SUett, number and muncipalilY)
Decendent, then 86 years of age, died .January 11 . 19 q~
at t.nrHtpT NIITe:ing :InrI Rnhnhflit:ltinn rnntnr .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled 1.1 Pa.) Personal property In County
Value of real estate in Pennsylvania 1n nnn nn
.
situated as follows: f.Q~ t.J11 p" to nQttQm Ro:;t-d. ShipPQRrg'lrg, VA
S 10,000.00
S
S
S
WHEREFORE, petitioner(s) respectfully rcquest(1l the probate of the last will and codlcil(s)
presented herewith and the grant of lellers rl'."nml'n"nry
(testamentary; administration c.t...j admlnlllrallon d.b.n.c.t...)
theron.
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Edna H. t~adel
7QRO t.1hi tP- C.lmTl"h Rnnrl
~hfppnnqhllrg P^ 17?~7
~;[1th ~:C--~
11(, "'Rh ~tr(lnt
rh'lmh"l"'chll1"'f~ fl^ 17 ?nl
J.~A4j/,Af I "9("J/L.d'-AA
Darlene K, Suders
1636 Frank lIoad
Chambersbllrg PA 17201
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF Cumberland
The petitloner(s) above-named swear~ or arrirm~ that the statements In the foregoing petition are
true and correct to the best of the knowledge and belief of petitloner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
CCLV1Ct -\y) . tv~dcl2
R~u'" t#f j!':r7O' 1'3:.1: ~ - i
Sworn to or arrirmcd and subscribed
before me this 24TH day of
. u.
MA C.
I 5- 80 - 3
LEWIS
'1Y.ISIlO I.. 112.'"
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
~
S
III
o
COMMONWfAlTH 0' P[NNSYlVANIA
O!rAl:lMf:NT O' lfYfNUr: '"'
DIP!. 2.0601 .
ftAUISlUIO. 'A 1112'.0601
N : HAM lA .mrt.At~O-M-IDi'-l(iiifhj.il
COUNTY CQOI
--(Jf((OfUl'~-COMPHIE "OVAn's
NUMBI~
TREGO, El1znbeth C.
IOC;~{~'"d;'"~i!;;6-6 ---, - r~:/;~t;~~
fill NUMBER
~
y
;).1
10
00 ?S-
YEAR
_r~:~~~~~~9
6M Wnlnut lIottnm
ShJppenAburg I'A
Cumber] nnd
CD~"" ~.___,._,________
Rond
]7257
Fulurft Inle,.,' Compromiu,
1'0' dolol nf doalh alto, 12.12.0~)
o 6. Oeledenl Died T t!,Iole I I 7. Oeo,dt'nr Maintained n living T fu\1
(Alla,h ,apy 01 Will) (Alla,h ,apy of Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECnD TO.
TI~:llY J. ~inde;:-';'~~~-;~~:---- --__.__n_-T~~;mE::~"~7~~{;~-r-:-:-----~
m;m;:7"~m~;2-=-~4~~~_~-- n.~._~JS~IPpenSbl1rg I'A 17257
OCI 1. Original Rolurn
o 4. lIn,iled E,lale
I I 2.
I 140.
19. If line 18 Is grealer lhon line 17. enler the differencfl on line 19. This is tho OVERPAYMENT.
mo
20. If line 171& grealer thon line 19, enlpr tho diU"rence on line 20. This is ,he TAX DUE.
A. Enl.r the lnlefes' on ,he balance due on line 20A,
B, Enle' Ihe 10101 a' lino 20 and 20A an lino 20B, Thil h .ho BALANCE DUE.
Make Che,k Payab!e to: Regl.ter 0' Will" Ageot
. .B! SUR! TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
iJ"de, ponalii;, 01 perjury. I dedUfe thaI I ha;;;;~~;J1hl;-;~'lurn, in~i~dino-~'r~'onl-p~nyi~g. ,'d,;J~j~, -;;;;r;i~le-menl;:-~;d 10 Ih;b;;t~i my 1o:~\oOoled~. and b.li~j.
Ill, !rue, correct and compl,'" I declare that nil real Inlali. hm bet"n ff'pollrd nl hue mOf~f'1 value. Declarotion of prl:pcrel other Ihan Ihe penonal ,epu"enlalive j.
bOlld on all information of which prepare, 1.0' any ~"owledge.
· · llRiiiil, fOR "'Gillii"j- AI>5i[I'i98'6- i;hfte CI,~;ch Rd~--Sl;i~~-:-, 1'^'--172-S7 5;'1;/, "l16'
316111gh St,...Chnmbcrsbur&,.J'A.nl7201.._. o-TIV7- -j-c/--
^U"'!\~1636 Frnnk Dr, Chnmhersburg, PA 1720] · (J" {, Ie...
'7oijCi<fi,g St;-s['1"\leniiburg--PA17257 -fl-16 "Cfl:, .
Supplemental Return
30,000.00
, . -0-
-0-
-0-
I. Real Ellale (S,hedulo A) ( I)
2, S'a,kl and Band. (S,h.dul. B) ( 2)
3, crololy Hold S'o,kIParlnonh;p In.oro.. (S,hodulo C) (3).
4, Marlgag.. and No'ol Ro,o;vablo IS,hodulo D) ( 4)
S, Calh, Bank DopolHI & M;"ollanoou. Penonal Prapo,.y( S) .17,712.62..___ n__
(S,hedule E)
6, Jo;nlly Ownod Proporly (S,hodulo F)
7. T,anl'''' (S,hedule G) (S,hodulo I)
8. T 0101 Gross Aueh (IDlolline, 1.71
9. Funerol Expenles, Administrative COlh, Milcellaneoul I 9) _~J.9_~l.f!~____________
EKpon.e. (S,hodul. H)
10. Debll. Morlgagoliabililiel. lionl(S,hoduloI) (10).-__ ._. -0,,:... _...____
11, Tolal Dodu,tian. (,ololl;no. 9 & 10)
12. Net Value of Elle!t (line 8 minus line 111
13, Charilablo and Governmenlal OequollI (S,hodulo J)
14. Net Value Subjecllo Tox (line 12 minus I~ne 13) __,_~~__ ___~ .__._ ___,
IS, Amounlaflinol4'aKabloaI6%,a'0 (1SI_38.680.79.
(Indudo valu.. from S,hodulo K or S,h.dulo M,)
16. Amoun' of line 1.4 loJtobl. at 15% rate
(Indudo valuo. from S,hodulo K or S,hodulo M.l
17. Principal lOll due (Add lox from line IS and from line 16.)
19. ("dill Prior Payments Discount
~-._------- + -~'-'-"-_.'
( 6) , __.u. .,0-._.. m___ .__.
(7) -0-
.--------- --+ ------_._-~
(16)
Inlerell
Chock hero If you aro ,.quesllng a refund of your overpayment.
[I 3. Remainder R"turn
(!ar dalolo! ,lon.h prio, 10 12.13.821
[J S, Fo,lo,al Ella'o To.
Return Required
_ 8. Tolal Number of Safe O"polil Boxe~
( 0)47 ,7.12.62_u______
(II) _~~31~~~______
(12)J.8.l!8.0~]~__ __.__
(13) __ _:-O~..._____
(14) )l!J.l!8_o.J~____
..x .06 = __2,320.85.___,__._
..x,IS=
.__-0",-__. ___.____
(17).2,320.85_....____
-0-
(10)
(19)
120) _,_2, 3_2_0.~5_.___._.._
(20A) _n_ _-_~~_______. ___
(20B). 2,320.85..._ _____
.,._._ ___:,0,,-.____...__.___
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lIY.I502Ih 112-1SI ..
COMMONWIAlT~ OIIINNSYLYANIA
INHUITAN I TAlC lnUlN .
alSlD!H DEceDENr
ISTAlI 0'
Elizabeth C. TREGO
SCHEDULE A I
REAL ESTATE ~_.
.... 'U'-'---.--...FilENUMiiili-
n - 96 - 0065
IP'ope"Y lolntly-ownod with Right 01 Su,vlvo..h.lj.-';;u't b; dllclo"d;~-S~'h~d;;I;FjAii-;;.;j~"~;~-;h;uld-b;;;porlod 01 '01, ma,kot voluo
which II dohnod as tho p,l.. at which prop..ty would bo exchanged belwlln a willing buye, and a willing "II... nolth.. bolng campenod
to bu or 1111, bolh havlngroalOnablo knowlodg!..!,-,~.!olov_o..",-I.,c", . ._ _.. ,_. " .... _._... .
ITEM
NUMBER
I.
. DESCRIPTION
VALUE AT DATE
OF DEATH
'"
Real Estale loealed at 664 Walnut BoUom Road, Soulhamplon Township,
Cumberland Counly, Shippensburg, Pennsylvania, improved wilh a dwelling
house; being Tax Parcel No, 39 - 33 - 1883 .029, sold 10 Robert K. Newell,
Jr., and BeUy L. Newell, his wife. A copy of Deed and Seulement Sheet is
aUached.
30,000.00
'".
'"
.
TOTAL ~~nll!.~n .!.1~!.I!....R..~opltulol~L.___. S 30,000.00
(II more .pace ,. "..r/ld, in.,,' aJdilionol .h.." or lam. siu.'
.,
Tnll l'nrcclldrnUncnlion No.: ;J9 - 33 - 1883 - 029
EXI~CUTOf{'S DEED
MAIJE the _ day orJUL Y, inlhe year of our Lord one lhousand nine hundred
ninely-sb( (1996).
IlETWBBN
EIJNA M. WADEL, of7980 White Church Ilond, Shippensburg, Ilennsylvania,
SIIIRl,EY M.J11iSI, ofJI6 lIigh Streel, Chambersllllrg, Pennsylvania,lMRLENlLlk
SUDER.\~ of 1636 Frank Rond, Chambersbmg, Pennsylvanin, Co-ElIecutrices oflhe Estate of
ELIZABETII C. TltE(;O, deceased,lnle ofSouthnmplun Township, CUlllberlnild County,
Pennsylvania, .
GRANTORS
ANIJ
ROIlERT II. NEWELLJ1l.., and IlE7J'tLJYEWEI.I., husband and wife, of 1016
Cenlerville Road, Newville, Pennsylvania,
GRANTEES
'"
WllEREAS, the said ELIZADETII C, TnEGO, died testale January 13, 1996, ami,
WlIEREAS, EDNA M, WADEL, SlIIltLEY M. WEST, and /)ARLENE K,
SUDERS, were nppoinled Co-Executrices of the Estale ofELIZAIJETII C. TnEGO by Lellers
ofTcstamenlary granled January 25, 1996, by the Regisler of Wills, in alld for Cumberland
Counly, Pennsylvania,
IJIITNESSE711, lhal in consideralion oflhe sum of TI\irly Thuusand Hnd 00/100
(530,000.00) Doll81'5, in hand paid, the receipl whereofis hereby acknowledged, lhe said
Omnlors do hereby granl and convey to the said Olllnlees,
:r..",fI..-r
,y.llr of.OfY......
ALL Ihal cerlainlol "fground siluale in the Village of Lees burg, inlhe Township of
Soulhampton, in the County ofCulllbedand and Slate of Pennsylvania, bounded and described as
. follows, 10 wit:
..,....dltly~
JIJ",.-J.o, rTtsf"",
(l-fT) 831..1171'
ON the North by the WalnutlJollOlllllond; on the East by lot now or formerly of Flora
Kline; on the Soulh by a twelve fool alley; and onlhe Wesl by 8 lwelve foot alley; containing in
fronl on said WalnullJollomlload, lilly-live fecI, more or less, nlld elllending in deplh to lhe
aforesaid alley lwo hundred forly-seven allll one-half feel, 1II0re or less.
SE'nU:MENT STATEMENT
A, Solly J, Winder Solll.m.nl Slolomonl D, LOAN TYI'I!:
0", I'ilo: LENDER: ORRSTOWN DANK
LonnH
C "hi, n"ml.IlJlnl.hod 10 give you 0 'Iolemonl ofacluol.elllemonl co.lS, Amounl'l.nld 10 ond by Ih. .olll.m,ol
'Kellll'o .hown, Item.ma,kod 1',0,(;, were plid oul.ido clo.lng amr "01101 locludod in lollis, "
" NAMIl IWIIOIlROWIlR:
Itolll:nT K, NEWt:U.Jr., Ind
IIt;I'IY L. NEWEU.
Il. NAMIl OF SIlLLER:
r.s'nte of F.1.17.^,IETI/ C, TRF.GI
'1'.. II) No,:
", l'IUlI'IlRTY ADDRIlSS:
!ioUIl'"RlI'looTo"o.IoI"
Cllmborland County, rA
G, SllTILEMIlNT AGENT &. 1/, SIl'ITLEMIlNT DATE:
SEITLIlMIlNT ADDRIlSS: 07/19/96
SIlly J. Windor, Ilsqulro
7011l, King SI" Shippell.burg. I'A 17257
i. SUMMAIlY OF 1I00UlOWEll'S TIlANSACflON
ilK' lmOSS AMOUNT DUll FIlOM 1I00UlOWEIl:
101. ('unlracloaro'I"lco $ 30.000,00
102, l'orlVnll properly $
103. Selll.me,,' eho'g..'o brwr (line 1400) $
104. I'oy 0ITnralml8100n $
10', I'IY olTlnsllllmentloan $
Adjo'lmenl' for lI.ml plld by loller In Idvanco
106, (,lly/lown t.... 10 12131/96 $
'07, Coonly I"es to $
10~ $
109, School tu..lo 06130/97 $ 550,05
110,
III. I'ay olTln,'alhnenlloan
112,
120,Oro" Amounl Due From IIrwr, $ 36,187.44
200, AMOUNTS I'AID IIY OR IN IIEI/ALF 01' IIIlWIl:
211 I. UOllo.lt or .arneslmuney $
202, I'rlncil,al amounl of new lOIn $ 40.000.00
20.1, 1!01.lIngloano(.) taken .ubjecllo
204,
20'.
206,
207.
208,
209,
Adju.lm.nll for lIentS unp.ld by.ellor
210, Clly/lown ,....,0 510, Cily/lown lues 10
211, Counly lues 10 5 II. Coullly tues
212. A.....m.nl. to 512, A"oumonl. 10
213, School lues to $ 513. School Tues to 06130/97
214, 514. Fin.1 Sewer II ill
215, 515, Fi".1 WI'or 1Ii11
216, 516.1'lnll U.i1i1y 1Ii11
217. $ 517.
218, Clo.lng Co.l. $ 518. Clo.ing Co.ls
219, 519.
220, TOTAL PAID DYII'OR IIRWR $ 40.000.00 520, TOTAL RIlDUCTION MfI'DUIl $ 880,88
JOO. CASII AT SEITLEMIlNT l'IIOWro 1l0llROWER 600, CASII AT SE'ITLIlMENT TO/FROM SIlLLllIl
;101, Grols amounl duo nom brwr. $ 36,187.4" 601. GrmJ! 811I011111 due 10 seller $ 30,603.93
J02, I.... amounl. pd by/for brwr, $ 40,000.00 602, I.css roducllon.11I Imoulll S 880,85
J()J. CASII LI'ROM) LX_l'O) IIIIWIl, $ 3.812,56 603. CASH U'_TO)L FROM) SI.R $ 29,n3.08
IlHCmVIlD COMI'LIITIlD COI'Y OF SAI.L Y 1. WINIJIlR SllntllMIlNT 1'0llM for my/our records
[slale of F.lllllbelh C, Trego
750,00
1,550.44
1,741.48
J, SUMMAIl Y OF SELLER'S TRANSACTION
400. G1IOSS AMOUNT DUll TO SflLLIlIl:
40 I, COIIIIICI .nl.. "rice $ 30,000,00
4()2, l'eI501>,lllIol,orly $
403,
404.
405.
$
$
53.88
406. Cily/lown lax 10 12131/96
407. Counly lues 10
408, Assessmonl. 10
409. School lues to 06130/97
410,
411.
412,
420. Gross AmoulIl Due To Sollor $ 30.603.93
500. IlEDUCnONS IN AMOUNT IJUIl TO SELLER:
50 I. me... dellO.lt $
502, SeUlelllll1 cllOlges 10 .Ir $ JOO,OO
503. E.i'lingloln(.) laken lU~jecllo
504, l'ayolT ISllIIOll.lonn
505.I'ayo1T2nd 11I011. lOIn
506.
507.
508.
509,
$
S
5J.88
$
550.05
$ 1,54U9
$
$
$
$
$
$
$
$
$
$
580.85
lIy:
nOIlERT K. NEWELL, JR.
lIy:
1IE11'Y L. NEWELL
............,..... r;"';'~''''..-~ .c,..'_, .,' ,. --
-iCsunLI!MI.!NT CIIAIlGIlS
700. TOTAL SALES/IlROKER'S COMMISSION based on priceS @~.
DIVISION OF COMMISSION (LINIl 700) AS FOLLOWS:
701. S .00 to
702, $
703. Commission paid .1 SeUlement
704.
800. lTfiMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fcc ()
802. Loan D\acount % to
803. Appraisal Fcc 10
804. Credit Reporl to '
80S. Under wrlllng fee 10
806. Applicatlon Fee 10
807. Documenl P~arallon Fee 10 ORRSTOWN UANK
808. Tax Service Fee 10
809, Flood CertiOcation 10 '
810. <>VcnUghl oeIivery 10
811. Application Fee 10
9OO.ITI!MS R1!QU1RED BY LENDER TO DE PAID IN ADVANCIl
90 I. InleRII from 10 @ S Iday
902. Morl8llle1nsurance Premium ror monlhsto
.903. Hazard Insurance Premlunl for years to
904.
905.
1000. RESERVES DEPOSITED WITIl LENDER
1001. Hazard lnsuw1c:e monlhs @S per month
1002. Morlllllleinsurance monlhs @ S per monlh
1003. Cily property tax.. nlonths'@S per month
1004. County property laxes months@ S per inonlh
lOOS, Annual assessments monlbs@ S per month '
1006. School I.... months@ S per monlh
1007. Flood 111.ulllllCO uwnlhs@S per monlh
1008. RlOnlbs@ S per monlh
1100. T1TLB C\lARGES
1101. Settlement or closing fee 10
11 02. AbsIm:I or titiOlean:h to
1103. l1t1e examination' to
1104. l1tlelnsurance binder 10
IIOS. Documenl p~aration to
1106. Nolary rees to
1107. AUomey's rees 10 Sally J. Winder,l!sq,
(Includes above Ilems numbers;
11 08. 11t1. Insurance to
(Includes above hem numbers; )
1109. Lend"'a eoveraa.
1110. Own"'a eoveraae
11I1.
1112.
11 \3.
1200. GOvl!RNMI!NT R1!CORDING AND TRANSFER CIIARGIlS
1201. Recordlns fees Deed S 24.S0;Morlsase S 2S.50;Relcase S
1202. Clty/COllnty tax/.lantps: Deed S ;Murlsasc S
1203. Sllle tax/llamp.: Deed S ;Morlgage S
1204.
120S.
1300, ADDmONAL SETILEMENT CIIARGIlS
\301. Survey to
1302. Pesllnspec:t1on to
1303. Sepllc Pumping'" Certification to
1304. Waler test'" Treatmcnllo ($ )
\30S.
1400. TOTAL SIlTILEMENT CIIARGIlS
l'A1l> hlOM
UOItIlOIVElI'S
I'UNI>S AT
SlrrrLEMIlNT
$
$
$
$
S
$
$
$ 7S,00
$
S
S
$
$
$
$
S
S
S
$
S
S
$
S
S 325.00
S
S
S
S SO.OO
S 300,00
S
S
S
S
S
S 750,00
I' AIIJ FROM
SIJLLER'S
FUNDS AT
Sm-rLllMIlN'l
$
S
S
S I'.O.C.
S 300.00
S
$
$
S 300,00
11i1 HUD.I Seltiement Stllemenl which I have I"el'lred Is a true and aecurnle .ceounl oflhis transaclion, I have
caused or will cause Ih. funds 10 be disbursed In accordance wilh this slalemenl.
l.fllOlllt P"I
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Prlnl 0' Typo
file NUMBER
21 - 96 - 0065
'*
c1:\~I'~II"I'l' t'lIIt'IIlAIIIA
tiil6'fN~ Dtc'lOINV
~
Eliznboth C. TREGO
VALUE AT
DATE OF DEAlIl
IAl,..,.'" IoI.Ily_.... with Ih. RighI .1 Su,ulu.nh1p mu,I b. dl"I...d o. S.hod;;l.Fj
ITIM
NUMBER
..,Il
DESCRIPTION
---------
1.
Dauphin Deposit Bank & Trusl Co., in the name of Decedent.
Account 1'10,0097554146
. $ 2 970 50
$ 14,742.12
2.
Net proceeds from sale of personal property; public sale, June 01, 1996
~ "
;," .
S 17 712 6
1""0'" odd;,lo.ol B"'" " \I" .h"" 11 m'" .r'" h ."dld,)
-- -. _.....,. -... --"- . -
rr.------------.-.....'..'..-..... ..--. -... -... .,---..----..----
, ,;~fffi6~:36'1-Wl.~l.rH.~F;.~I".Ns!L~A-~I~L . ,,'
. ~t,~~. 'f..'.' ";.,_-j<'.t-'.{:;:i;t>\:.,"r~?ji~Qf...IIVINU..:.~ :y,'(;','<.:'~)- .~:," ,~'
'I;"::l-f ,,_;;;'~f'.::r~ >;:~:;;.if.."";..:'-,":t,~_'.t, ,m:'_::""T" :;~:,~", r ;~': 'o' _' >','r',' ", ,,'-'~'f "',~ ''','''''-' ,,-, ,:'" ,'_ ,-, - ",- ",__,.m.} ,-' '-', ':: :,,':','" ',. -',' " ' .
",fitt."";;fili:J;;;F:i 9.fflCIAL!llCIlPr,e;.IN,.IYLVANIA IN.HIRITANCI AND UTATI TAX '
I
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ESTATE INFORMATION,
!I fiLE NUMBER
~ li 21-1996-0065
11 !I NAME Of DECEDENT (LAST)
~ TREGO ELIZABETH C
II DATE Of PAYMENT
EJ POSTMARK IloI.TE
COUNTY
, :' . '.,..r:"",r.,',:,".t i>/""'!,"'r;';-'.F,I,
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RECEIVED FROM,
&
ACN
ASSESSMENT I!'
CONTROL I;i
NUMBER
AMOUNT
,EDNA M WADEL
7980 WHITE CHURCH RD
lvl
.C:,-:sc:u.t:I:l
SHIPPENSBURG, PA
17257
fOtDHfJl
SSN 186-0:5-1766
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
m TOTAL AMOUNT PAID
.2,320.8:5
PB
,
REMARKS
EDNA M WADEL & DARLENE H SUDUS
SEAL
CHECKlI 23
RECEIVED BY
REGISTER OF WILLS
MARY C. LE
REGISTER OF
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IIIREAU OF INDIVIOUAL TAXES
INHEAITAHOE TAX DIVISION
DOlT. Zlaut
HARRISIURC, PA 171'.-06D1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INNERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SALL V J WINDER
701 EKING ST
SHIPPENSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ESQ
11-25-96
TREGO
01-13-96
21 96-0065
CUMBERLAND
101
AllOUnt RuUted
PA 17257-0505
*'
11'.114111"''''''''
ELIZABETH C
r
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:is47"iic"-"FP--ro'F9ljj-tioYici--OF-YNHiiiii'ANCE-YAX"jipPRA-isiiiEtiT~--"i:roiiAN-cE-ijFi"--"----"--"-"---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TREGO ELIZABETH C FILE NO. 21 96-0065 ACN 101 DATE 11-25-96
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,031.83
9. Funeral Expen.../Ad.. COlta/Hi.c. Expan... (Schedul. H) I')
10. Debt.IHertgaa- Liabiliti../Lian. ISchadUl. II (101 .00
11. Total Deduction. (Ill
12. Net Value of Tax R.turn (121
IS. Charitabl./Covarnaent.l Baqu..t. ISch.dUl. JI 1151
14. Net Value of E.tat. Subjeot to Tax 1141
NOTE: If an a..e..ment wal issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figure. that include the tata1 of ALL return. aSlel.ed to date.
ASSESSMENT OF TAX:
15. Aaount of Line 14 at Spou..l rat. (151
16. Aaount of Line 14 taxable at Lin.al/Cla.. A r.t. (161
17. Aaount of Line 14 taxabi. .t Coll.tar.l/Cla.. B r.t. 1171
lB. Prinolpal Tax Due
TAX CREDITS:
PAYMENT
DATE
08-19-96
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rul E.tat. (Schedul. Al
2. Stoclc. _ Bond. IScheduI. BI
S. Clo.aly Held Stock/Partnerohip Intar..t ISchedul. CI
4. Hertgag.'/Hota. Recaivebl. ISchedul. DI
5. CaohlBank Depa.it.lMi.c. P.r.anal Prop.rty ISchedula EI
6. Jointly Owned Property ISchedul. FI
7. Tr~.f.r. (Schedul. 0)
8. Total A...t.
I I CHANGED
30.000.00
.00
.00
,00
17.712.62
.00
.00
ISI
nl
121
151
141
151
161
17l
.00 x,OO.
38,680.79 X .06.
.00 X .15.
nSI
RECEIPT
NUHBER
AA146635
OISCOUHT
INTEREST
1+1
I-I
.00
AItOUHT PAlO
2,320.85
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure propar
creel! t to your Kcount.
.ubIoU the upper port1on
of thJa for. with your
tax pa_t.
47.712.62
q . n~n A~
38,680.79
.00
38.680.79
.00
2.320.85
.00
2.320.85
2,320.85
.00
.00
.00
IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE OUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
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RfIDtYATlOMI E.t.... of decedent, ftlne on or before o.c...,. lZ, 1911 .. If MY future tnt.,...t In tr. ..t.t. II ,,.MI'I,.rld
In po.....1on or ~J~t to Cl,.. . (colllttr..) benef!.S,,.... of t~ decedent .ft,,. the .~Ir.tlon 0' MW I,'at. 'or
11'. Dr fo,. YMr., the C.......lth hereby IkP,...b n..rv.. the right to .",,1.. .... ...... tnn.'.r lm.rUMCI ,....
at the I_Jut ct... . (COU,tl,.IU nt. on MY eucn futun Intend.
~..
NOTICE. '0 fulfill tr. ,.....Ir....tt .f Section 2140 of thIl Inherlt__ .nd [It,t. 'a &at, Act ZZ of 1"1. 12 P.I.
SeoUon 214D.
PA~I IMtKh the top portion of thh MaUCI Md MMlt Mlth YOUr pe~t to tM _....t,,. .. WIU, printed on the reft,... ....
....... check or __r orde.. PQIIbI, tal REGISTER OF MILLS, AGEHT
AU ~t. received ..U Un. be IIPPl1ec1 to WI)' Int.,...t Which NY be atu. with MY n..lnder ."U_ to tM ....
REf\.ICD (aUI " r,fund ., . tax credit, Wllch .... not ,......t. on thre Tn Altum, NY be '.....tect b1 c",',UnI WI -WUutlon
for A...... of PennQ1YWtI, Inhrlritwce .. Est.t, To- (REV-UlS). application. Ira h.llIbl. .t U. Offlc.
of the I..I.t... of Nlll., InY of the ZS levenue DI.t..lct Offlc.., or bv c.lll", the .,.a1.1 Z~-hour
1ft......I.. ..rvlCfl ,."...... for for.. order InrI' In .......vlvlnl. 1-'II-56Z-lOS0, outtles. hnn.vlVlftII end
wIthIn 10CII1 Herrltbur. .r.. (717) 7'7-'OM, TDDI (717) nz-usz C....d'" I..-.Ired Dn1v).
OI.JE:CTJONIa My "rtv In Int.r..t not ..t"fhd ,dth the eppr.I..-nt, al1Ol11nC' or dl..l1__ of dIO.IGtJan.. or ..........t
of tu Clncludl", d18COU'1t a.. Int.r..tJ I. IhowI on thl, NoUc. lU.t obJlICt within .Ixt, C'OJ dey. of rec.lpt 0'
thll NoUce byl
--wrlttlft prot..t to the PA Dtpart-.nt of R~, ao.rd of Appe.I., Dept. Z110ZI, Herrltbur., PA 17111-1011, OR
-...lecUon to hMre the ..U.,. det.,..lntd at audit of the IICcaunt of thI ",.aontl ,....,....,t.Uv., 01
..-.....1 to the a,.".,'" Court.
AlliUM
IIT1lATlvt
COARECTJONII
F_tual .,.,.0... dlKOVered on thl. .........t Ihould be Hdn...., In ..dUng tal PA DIpt,.t-.nt of RIVW1Ue.
lureeu of Individual T...., ATTNI Po.t A........t Revl... unit, Dept. "'601, ...,.,.Itbu,.., PA 1711t-0601
Phone (717) 717-'505. ... page S of the bookl.t -In.t,.uctlon. fo,. Inhe,.ltenc. tax R.turn fo,. . R..ldlnt
Dlcedtnt- UtEV-lSOJ) for 1ft .1QI1....Uon of ..lnht,..Unly co,....ct_1t .,.ro,...
If MY tax due It P11ld wIthin thr.. (1) c.IWlder ..,th. .fh,. thl decedent". dHth, . fI" Plrcent CS~) dltcOl.ltt of
the tu 'lid I. .110Wld.
The 15% tu .....ty non-PlrUelPIUon ptNIlty It c.-puttd on thI totll of the tu _ Intlrllt ........, end not
peld before Jtnutr, II, 1"', the fI,..t d.y 1ft.,. the end 0' the t.. _.t, ,.,.Iad. Thl. non-p.rUeIPIUon
ptNIlty It ....1_1. In the ... ..-..r Ind In thl the 'Me U.. PI,.lod I' you ....ld .....1 the tax end Intlr..t
thet hi. been ......... II Indlclted on thlt noUc..
DIICClUfT.
POtAlTYI
INTERESTI
Int.,...t It chtr.... bt8lmlng ..Ith fI,..t dey of dtlJ~v, or nine CtJ .onth. end 0ttI 11) d.v frOt the etat. of
....!h, to the dlt. of ,.,..,t. t.... Wllch bee_ <<lllInquent before ....,., 1, 1912 _,. Int,,"t .t the rlt. of
.he c,t) Plrcent Plr ..... c.leul.t... .t . d.lly r.t. of .000164. All t.... Wllch bee.. iMllnquent on end 1ft.,.
Jtnuary 1, l'IZ ..Ill ~r lnt.r..t .t . rlt. Wllch will VI,y frot c.ltndt,. Vetr to c.l~r v..r ..Ith ttt.t ,..t.
IMCMM:td by the p. Dtp.,.~t of RIVW1Ue. The tppllc_1t Inte,..t tit.. for 1'.' through 1'" ""
'!!!! Int,,"t R.te Deily Int.r..t Fecto,. !!!! Int.r..t R.t. Deily Int.r..t ftcto,.
UIZ ZOX .011541 nil 9Z .000247
I'D 161 .OIOU' U"-I"I IIX .lOun
1'14 IIX .00OSOI 1HZ 9Z .IOU47
INS ISZ .000556 1"5-1_ n .010192
I"' IIX .11IZ7~ 1"5-1_ 9Z .100247
"'lnt.rllt I. ctleul.ttd .. fOU....1
INTEREST . IALANCE OF TAX UNPAID X NUKlER OF DAYI DELINQUENT X DAILY INTEREST FACTOR
--My Notice Ittutd .fte.. the tu btcoMII dtUnquent .111 r.lltat ., Int.rest c.leulaUon to flft.." CIS) dlv.
beyond the dat. of the .......,t. If ,.,.ent It .... .ft.r the int''''lt coeputltJon IItt. thowt on the
Notice, tddltlonal Int.r..t lU.t be c.leulattd.
~...._~_...--._....
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: 13/,. ZAbeJ-t.. (2., ((-~o
Date of Death: Ja.I\Ll~ l "3\ /116
d-1-7t.,. -QOfc~
Will No. 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 y.. 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 re~resentative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to th~ parties in interest? Yes ~ No
d. Copies of receipts, 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:~
?9ilM. <. ) (;f) t :-Lt,,-
signat~
&11t~ J. LAJ ,',J.p I'
Name (Please type or print)
7<J/ E K,tf.J.. S~- ,~I\lodlt~bUfl fA
Address D Ifr" \J
( ) .s~.). - C\ 4- 7'"
Te 1. No.
Vd'
\1""
1 uno
r,10
ZE: \ d 6\ 05'1 %.
~'IL' , .
,) I.
U
".,8
Capacity: _____Personal Representative
t,j
x
Counsel for personal
representative
(HAH:rmf/AM3)