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HomeMy WebLinkAbout96-00071 "~ ~, i'~': ~l ; .:/~ '!'. .. ':'. -Y"," \ ~"" ". :':'" , ,. ;_. , " "' ".' " , ~':-~:.-;- '~; i ;, \.~', .' ,- l,( , ,-. <,,' " .. '.' '. >',-' ,.' .j,l'" .\ .. ,,' , ;,,.. ~- .:.'. . - ~ .. ...... ."D .... tit ILl X ;., ~\ : ; .1" .- " . ',' ~ . I." .', ..} , " ". ~..,: \ .~..:, , 't,' " ,. .-, -~ "- :'f':; ". .'--,~ '::? ;. -,;-" ,;.. :: . , .' " ,'-c, i",.,' L~ . ") , ....... '" .-;. , t' ,", -'>-;' ".' , ., '" , '.' ~.-: "'.' :" '.' .~, " '. " ''', ._t, of) ~ ~ 1 .',\ . PETITION FOR PRODA TE llnd GRANT OF LETTERS No. ~~UL To: Regi'ler of Wills for Ihe . /Jl'<'l'awtl, Counly of c::....... J.. I. · in Ihe SlIdal S"l'l/r/ty Nil, ~~ Comrnonweallh of Pennsylvania The pClilion or Ihe under,igned rc'pcclfully reprc'enls Ihal: Your pelilioncr(", who is/nrc 1M ycm, of ngc or oldcr nn Ihe cxcculr.i.x in Ihc la,1 will of Ihc nbovc decl'delll, dlucd ~ _, . J I '-l and codicil(,) dilled ES/a/.. IIf _~~ra.,k- aim klll/ll'II as =ll named ,19~ (\1:UC rclf\anl dr~m11\liU1~'t:\. C.Il. fl'lllllld.1I101l, de.1lh nf ('\(!;IUOr, CIC.) Dcccndcnl WI" domiciled III delllh in ('. '-^_~, . -A.. I~_ lasl rqn~IY,N principal residcncc al _~~ ~G....o.........."1-r-........ ~ d \ (11\1 'Heel, Illlmhcf amJmull\:ip;lllI)') Counly, Pennsylvania, wilh ,j Decendenl, Ihcn -I.':l:__ ycms of ag ,died ,19 'I (., , al.. - , . '. Exccpl a, follows, dcccdcnl did I 01 marry, was nol ~ivorccd and did 101 have a child born or adopled arJcr excculion of Ihe will ofl'ercd ror probalc; WI" nOllhe viclim of a killing and was never adjudicaled incompclclII: Deccndcnl aI dCalh owned properlY wilh eMinmled values as rollows: (If domiciled in Pa.) All personal properly (If nol domiciled in Pa,) Personal properlY in Pennsylvania (If Illll domiciled in Pa,) Personal properlY in Counly Vuluc or rcal CSlale in Pcnnsylvania silualcd as follow,: $ $ $ $ t.~ /.3~ , Dd - WHEREFORE, pClilioncr(s) rcspccll'ully presclllcd herewilh and Ihc gralll or Iellcrs Ihcwn, tt~"lilll1l'1I1m}; admini\IrJI 01 L'.l.a" lldminimalion d.h.n,c.l.a.) , - , c ~7 ~= ,,~ ~~ c': ('1-::: -~.. '- j: ;, 7: uJ;:~._. .~~. . __""l\~. I (.L, ~Bo...I"'eR ~-~_.to.rh....e4-1""-11~Lu_e. . ___...s:b.~~IUIt.oLbv.11I,Lti3._P"\ _. ___(j..D.L~U']_::..LlU.._~ OATH OF PERSONAL REPRESENTATIVE COMMONWEAI.TH OJ: PENNS\'I.V ANIA COUNTY 0.. ~UMBERLAN() } ~s Thc pClili,lIlCr!s) abovc'llllmcd wcar!s) or affirmls) IIUlllhc S1a1cmcnls in thc roregoing pelilion arc IrllC ,\lid cnrrccllolhc 11L"\ of Ihc knowledgc lInd hclicl' of pClilioncr!s) and Ihallls personal represen- Imi\'cb) "I' Ihc ahon' dcccd"1II I'clilioner(,) will wcll and Irllly lIdministcr Ihc eSlalC according to law, Sworn III '" ."ni.rlll~611ml ,,'h,cribc". ~~~0~ ~'::P.~ A~ hernrS'\~',~;~..-- d,,, 9' __. ~ ~r:: ", t!~ ~ -. . 19..9-....;.._ ..J;AJ~I6<.d!a ep'A:/ c '-' ......w_~_cf6u.v tJd:J. .d?~p_AlNr~:"; ~.4 - I /.5-,P'o- '9 Mary-C. I.CW~B H,'~i.\IL'r ',;r ~ IV. Should my daughter, Carol A, Shumaker, predecease me or die on or before the 30th day following my death, I make the following specific bequests, which shaII be distributed in the following order: A. To my sister, Miriam Hubbard of Carlisle, Pennsylvania, the sum of five thousand dollars ($5,000.00); B. To my niece Martha Straining, of Enola, Pennsylvania, the sum of three thousand dollars ($3,000,00); C, To my son-in-law, Clinton Shumaker of Shiremanstown, Pennsylvania, the sum of five thousand dollars ($5,000.00); D. To my niece Donna Blumberg, of Austin, Texas, the sum of two thousand dollars ($2,000,00); E, To my niece Arlene Shoap, of Harrisburg, Pennsylvania, the sum of two thousand dollars ($2,000,00); F, To my grandniece, Barbara Zimmerman of Lititz, Pennsylvania, the sum of two thousand dollars ($2,000.00); G. To my dear friend Bonnie Portzline, of Gettysburg, Pennsylvania, the sum of one thousand dollars ($1,000.00); OIlB_ 2 This is (0 certify (hJC the informJcion hl'rc loti\'cl1 iot (orrl"ld~' fllpit.d hom .111 ori~illJI n'nificatl' of ,It'.1I1t duly filed with me 35 Local Rrgisrrar. The origin.11 n'nifkate will he (orw;1nbllll IIll' SI.lll' VilJI Hnllr~'" ()Hiu' for llt'rIIUlll'lIl WinK J',,,, (or Ihi, <t'"ili(',IIC, Sl.fKJ WARNING: It II Illegal to duplicate lhll copy by photoltal or ph olograph. (J~~j ~;;!E~~2'222 l.otJ,1 Rc.'(isuar. . ~ .If c.: . '.:; Dr. H'"rro!J;H.J. Pd. 17109 3405891 No. H._...__L -....u?L~~_ 1),IIt '" COIUIONWIALTH ()fI PlHHIYUNaA. DlNJlTMINT 0' "ULTH' VITAL ".CQAOI CERTIFICATE OF DEATH -.... . ORA K. BYLER ..."'.-- ~lICUlIln~ OI.."....~_ 172_ 01 - 0234 .January 19, 1996 .. ... _1_ ....c..-. Nov 18, 191 - ........~ S4 _0 ...0 :"0 -...--- ..xl _D._....,~ ~,.,..--- -- .- --- Wlud::! .-...-- Ilouphln ..-=.=:.-::.:::a::r Foatal CI.tk Fo.tal ,....,..__IiClCIMII....~_llItt-. I 324 Saner..t Dr. , Shl.........t....., PA \7011 .. rry"e:-L'1'1.. Carol A. Sbmaker _ .. ~O ,..,........0 o.-~ ...~ ,... t,.n~~. .IIMII,.,................... Martha EUubet .u 324 Saner..t Dr. Shlrman.otOlll'l PA 1701\ .-. -- ...-...... ...-............-. .....-..~ ~ -........~ --....-..~ ;J. ..... ..-:..-,.........---...---"...- St. ...- - - ..C1 ~ . .................-.....-..- ~...-_._.. .-..--.....-.-. ....-.-...... I=- 1-....- I ... --............. -...............-......... --- -.- -,.....- -..- I. ==- ... ............ ..-- .........LM'r . - - ;g - - -- .. CI ..pg ..0 ..C1 - CI c:..II_ ........ ..... .... ..... _ CJ ..0 - ~a-..... ~.....-............-...._-....--.-......----II ........................---...--..-....... ..........."... ............,,,........,,.... .. - -- o -AICl~...........-.-...---.............._.-. ........................-- ...................................-.--.. - :7.._.. "-.cM.....- . II..OI..':-..:...~.~~~~~~~~~~,~~.~~.~~~~~.~ Cl.. . I~",,'" - -, . ::;r . f , ! (; ;; CEll'l'IFICATION OF NOTICE UNDER RUL!" ,I;I J N4I1le vf Decedelltl onl\ r.. nVLI~n Date of Deathl J'i:!lJl\nV 19, 1996 Admin. No. 2196-0071 Will 110. 1996-00071 To thu Registerl 1 certify that notice of beneficial interest r'!quired by Rule 5.6(a) ot the Orphans' Court Rules was served on'or maIled to the (!)Howing beneficiaries of the above-captioned eutate on March 12. 1998 I !!!!!!! Address Wn~lna ~hilnr~n Tn~ I'.o.no>< 7979. Winter HavE!1. Fl. 33883 Christ Evan. Lutheran Chlrch. 124 S. 13th St.. Harrl<hlm. RI. I7104 Carol /\. Shumaker. 324 Somerset Dr.. Shiremanstcwn. Ri. lID Notice has now boen given to all persons entitled ther~to unuer Rule 5.6 (a) except N//\ Date: '1.'1 J/99 a,~~ t2 ~~ Signature' , 0\ .- ~: . " ~.. . . -.D ....: ~ . ',") ,- ; " '. '.'J\ ,;, :; - ,3 (j N4I1le Carol /\. S1UTBlEr Address 324 Somerset Il:'. ShlremanstCW'l, RI. 17011 Telephonel711 737-1868 Capacity: X Personal RepresentaLlv~ Counsel for personal representative CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: 0,('/1. K 4Le.e.. Date of Death: i7A."v JLA..t! r /~ /99t. Will No. ~/- ?/..- 7/ 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 - ~ Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: ~-/2-9t. ~A J /2 ~~ __, ~..66--' ) Signature Name (7A-Rd/ A. _\./~""Ah,e Address J'?",:lp' ..so A1eA!'Se./"" tJA!!.. S""R~A1AH1J'?:,WtlJ ~/I- n~u'/ . Telephone!?/,) 7.37- //ft.rt Capacity: >( Personal Representative Counsel for personal representative .1' 11 .......--.-.-~~->.- 10 s~ - ':o:r OJ!! 0 0 Q)- ~ (J. .H~ ,,8 ""'. . co c: Qo - c;~ J' i!! .~ f}~ ~,!!l ~j ~I ~ ~ a:: . ,"" .,.... . , '.: '.,.'....../..-.;-....\..., , ',' ;\ '~ , . IUY.UOO fl+ t7.9AI ~ ..:s.. IIlflS :0:"'9 ..~... '* ;5. y(}- if INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) f'./ 'OR OATIS O' DIAIH Ann 12/31191 CHICK Hnl IP A SPOUSAL povnTY CRlDn IS CLAIMID 0 PILI HUMin 0- ili fil III '" COMMONWfAUH OF 'fNNSYlVANIA Df'ARfMfNf 0' RfVfNUf Df'f.2I0601 HAUISIURO. 'A 17121.0601 o N 'S NAM( I\Ast. flUI. AND MllIOU lNlllAII \~ '( .0 r 1'\ \'.. UIIIY NUMI1I DAIl 0' OrAl" n}.:O\-Q ~1\'9\9l., \ '0\ \ COUNIY CODE J.I YEAR 1'6 7/ NUMBER I" "'''UCN r~IHG ,,"OIlU" N......' n"". 'IUI "ND ""0011 "lll'&U OlcrOfN '!t COM'U f AOOIIU ~:l4 ~Qn\ey"'~'"\" l\ 'S. h\l'~ ~l'Il\S,,\,QW"1 'if'l c.,,, C. \J. w '\Q~.x' "'lid. AMouul IfClIV(O ISH IN,'IUCTlONSI lB' 1. Original R.turn [] 3. Os o 2. Supplemental Relurn R.maind.r R.tur" (for dal's of d.ath prior 10 12.13.82) F.d.ral Eslal. Tal( R.turn R.qulr.d 11115 .... "z 82 o A. lImil.d Esral. 0 40. Fulur. Inl.r,,' Compromi.. lIar do'o, of doo,h altor 12012.82) 06. D.ced.nl Di.d T.llat. 0 7. D.c.denr Maintain.d 0 living Trult (Anach copy of Willi (AUach copy of Trull) IULCOIIUPONDIHQAND CONPIDINTlAL TAX INFORMATION SHOULD II D...enD TO. (OM'UIl MAt\l~ ADOIU 3t~ ":;)Ql'l'Iev 'S"," 'S ",', ".... m""f\Q \";,,, ~....i",,- ~~ \'0\ \ _ 8. Tolal Numb.r of Safe D'POlil Box.. . ':..-'~ ".-', z .. ;:: :5 E III .. III -'V- ( 21 \,~\~ (31 - 0- ( 41 - 0- (5 I 9 J.J.J ( 6) - 0- ( 7) 191 ',3\1,-\ 110) -0- " '3 '-I LJ \~,~Ccl" .,S \,\.,1..1 1. Roal E,'a'o (Schodulo A) 2, Slack. and BondI ISchodul, BI 3. Closely H.ld Sloc~/Parln.,.hip Inl.r,,' ISch.dul. q A. Mortgages and Nol.. Rec.ivabl. (Sch.dule 0) 5. Calh, Bank D.posirs & Misc.lIan.ous Personol Prop.rty ISchodu', E) 6, Join.ly Ownod Proporty (Schodulo FI 7, Transfon ISch,dulo G) (Schodulo l) 8. Tolal Gron Au.'s (Iolollin.. 1,71 9. Funeral Exp.ns.., Adminillrotiv. Cas". Milcellan.ous Expon.o. (Sch,dul, H) 10. D.b,s, MOrlgog. LJabiliti.., li.n, (Sch.dule I) 11. Tolal Deductions (torellin.. 9 & 10) 12. Net Valu. of E,lal. ILin. 8 minus lint 11) 13. Charilobl. and Governm.ntal B.qu.... (Sch.dul. J) lA. N.I Valu. Subj.ct to Tax (lin. 12 minus line 13) 15. Spou,al Tran,fen (for dol.. of d.alh aft.r 6.30.94) S.. Ins'rudion, for Ar,plicabl. P.rcentage on R.vene (IS) Sid.. (lnclud. valu.. rom Sch.dul. K or Sch.dul. M.) 16. Amount of lint 14 taxobl. ot 6% rot. (161 (Includ. valu.. from Sch.dul. K or Schedul. M.I 17. Amounl of line 14 Icltabl. 01 15% ral. (17) (Includ. volu.. from Sch.dul. K or Sch.dul. M,I 18. Principal fax due (Add lax from lints 15, 16 and 17.) 19. Credits Spousal Pov.rty Credit Prior Poymenll + + ( 8) 1.10, \ "\ \0 Ill) 1121 (131 114) x.__ \~,1.1 , . ,06 ~ --1111. ~.lo l. )( ,15 ~ z ~ 0- f .. '" .. ~ 0- 1181 \ I \1..3 , \c, 1- S lo.oQ Dilcount ~ lo .coo Inl.r..t 119) (20) (211 ---.1, <:;I 10 I. 10 1- 121AI (21BI --1~ I" '1, "" 1.. 20. 1I11n. 191s gr,ol.r than lIn. 18, .nter the diff.rence on line 20. This islh. OVERPAYMENT. aD 21. If Un. 181s 9r.al.r Ihan lint 19, .nt.r ,h. differ.nce on lint 21. This II the TAX DUE. A. Enl.r Ih. int.r..t on Ih, balance due on Lin. 21A. B, En'" ,h, 10..1 of lino 21 ond 21A on lino 218, Thil il,ho BALANCE DUE. Mab Check Payabl, tal R,gla',r of Willi, Ag,nl Cfll'ck 'Wll' If you OIC Iequc\hng n rcfund of YOUI OYIHpaymunl. II SUI. TO ANSWIR AU QUISTIONS ON RIVIIS. SID. AND TO RICHICK MATH ':..; ;-';"' :-,~:'r.,~ Und.r p.nalli.. of p.rjury. I d.c1ar. Ihat I hay. txamin.d this r.lurn. including accompanying ICh.dul.. and statements. and 10 Ih. b... of my ~nowl.dg. and b.li.f. III, lru.. corr.d and compl'I', I d.c1ar. .hal all r.al ..101. has been reporled at Iru. market valu.. D.c1aralion of pr.par.r other than Ih. p.nonal r.pr...nlatiy. I, bo,ed on 011 information of which prepar.r has any ~nawl.dg.. $1 A'UR! 0' '1ISON IU '11U '01 'lllNG I(lUIN ADOIUS DAIl ,-,(.",_~ '-.;;'.;? ><<'.<-uI-ft'., .iL., "oJ,t;:;,,, d, 17C/1 -1"'-1? ~~ $IONAIUII ,'U, III 01"11 I"AN unUfNIAllVI AOOIUS DAIf . Ad '48 of 1994 provld.. for the r.dudlon of the tax rat.. Impo..d on the n.t valu. of tronde,. to or for the u.. of the .pou.e. The rot.. a. p....crlb.d by the .tatut. will b.1 . 3% (.03) will be applicable for ..tat.. of d.ced.nfl dying on or oft.r 7/1/94 and b.for. 1/1/96 . 2% (.02) will be appllcobl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1/96 and before 1/1/97 . 1 % (.01) will be applicable for e.tat.. of d.c.d.nt. dying on or aft.r 1/1/97 and b.fore 1/1/98 . Spou.ol tronder. occurrIng on or aft.r 1/1/98 will b. ex.mpt from Inh.rltanc. tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (,.,) IN THE APPROPRIATE BLOCKS. VIS 1. Old decedent mok. 0 transfer and: a. r.taln the use or Income of the property transferred, ..................................,.................... b. r.taln the right to d.llgnot. who sholl use the property tronsf.rred or Itslncom., ............... (, retaIn a reversionary lntere.t; or ................".,........,.............,.,...,.,...........,.................... d. r.c.lv. the promise for IIf. of .Ither poym.nts, b.n.flts or cor.' ......................................' 2. If d.oth occurr.d on or b.for. December 12, 1982, did deced.nt within two y.ars pr.cedlng deoth tronsf.r prop.rty without receiving adequote conllderotlon' If deoth accurr.d oft.r Dec.mb.r 12, 1982, did d.c.d.nt tronsfer property within on. year of d.oth without r.c.lvlng adequate consIderation'...................",........,....,.."..,.........",..,........,.,.............................. 3. Old decedent own an 'In trust for' bonk occount ot his or her d.oth....................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .'VISII II, V,''' ~~"-h;"l:<':" .r,"""", ~j~ COMMONWEALTH O' 'fNNSYLVANIA INHllltANCI TA. lItl'UIN IlSlDENT DECIDENl SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pllall Print or TYPI BER OV1\ \I.. \ot.l" ITEM NUMBER A. B, AMOUNT DESCRIPTION 1. Funeral Explnllll \=' 1\<:' \I; \e. "( - \.N It,.''~'"''n \=u Vle,y...\ ).4 0 nlct.. ~oo~ ~Q" ~IAVle.V'F\\ '\\0 '" I "l ,., 1. Admlnlllratlvl Caltll Personal Rep,,"nlotive Commi..ionl Social Security Number of Personal Rep,,"nlative: Vear Comml..lonl paid 2. Allornoy Feel 3. Family Exemption Claimant Add".. 01 Claimant 01 decedent's death St"el Add".. Relationship Stole Zip Code City 4. Probale Feel C. Mllclllanloul Explnllll 1. ~4.{)h'Tt.\ ~ ~i \\ s 2, 3. 4. S, 6, 7. 8. \ \.\, TOTAL IAlso enter on line 9, Recapitulation) (II marl Ipacoll n..dld, Inllrt addltlonallh..h ollaml 11.1.) s '. '34~ _... .' ".-'F. I , " r ! I I ! i llY.1S1Jlh 1)"7) '*' COMMOHWUUH Of ,INNlYlVANIA ......IfTANa 'AI IIN'N 111IOINT DlCtOlN' SCHEDULE J BENEFICIARIES ESTATI Of FILE NUMaER O"(~ '" ~ \e."C ITEM NUMBER RELATIONSHIP AMOUNT OR SHARE Of ESTATI NAME AND ADDRESS OF BENEFICIARY A, Ta.abll BlqulIII' 1, N~'M~ER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE Of ESTATE B, Charitabll and Gavornmlnlal Blqulllo: 1. m ~. '1." Q 'V\ en u Y"C '" ,s.o~ TOTAL CHARITABlE AND GOVERNMENTAL BEQUESTS IAI.a Inl.. on linl 13, RlCapilulallanl tlf marl 'pacI I. nlldld, In "" additional .hllt, 01 .aml .In) 5 ., 5. c:::7Q 00 -r.:~ C5.!Q t") 0 8~ GIg; ~ ~~ ~ , 00 ..VI\..) .. ~d1 .... i','*:1 .' ~.. ~ -; ~ '.1 l~ l't" <<::' ~) ~ .J:-9 8!,rr. ~J ......c., C~AlTH OF PENNSYLVANIA IJ[PART~T OF R[VEHUE IUA[AU OF INDIVIOUAl TAXES OE:Pl. Zl0601 HARRISIURG, PA 17UI.0601 ,. .r INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 96-0071 ACN 96117116 DATE 05-18-96 t...lhlll'" n."1 OJ CAROL 'A SH~AKER 324 SOMERSH DR SHIREMANSTBliN .. . '..)1...1 wo.. a: ) ; TYPE OF ACCOUNT EST, OF ORA K BVLER 0 SAVINGS 5.5. NO, 172-01-0234 !XlCHECKIHG DATE OF DEATH 01-19-96 0 TRUST COUNTY CUMBERLAND 0 CERTIF, REKIT PAYKEHT AHe FORKS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 0111 \D 0:') '" o. 't'" ~-( --'lL ) PA 17011 ~ ;".1 c; ::J~ -::> UU DAUPHIN DEPOSIT BANK I h.. pravld.d the D.part.ent with the Infor..tlan I ht.d b.la.. which h.. bun uud In celcul.Ung ttMI patantlel te. due. Th.lr r.card. Indlcete that at the daath of the abovI dlc.d.nt, you w.r. I Joint awn.r/b~flclary of thla Iccaunt. If you f..l thla Infor.atlan I. Incorrlct, pl.... abt.ln wrltt.n carr.ctlan frOI the financial In.tltutlon, attach I copy to thl, for. 8nd return It to the above .ddr.... Thh ICCount II tl..bl. In Iccordanc. with thl Inheritance Tn l.wI of the Co.-onwlllth of Pennlytvlnl.. QUIIUonl en bl InIW.ted by ,ailing 1117) 717.8127. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 001a936822 o.to 05-14-90 Eat8bl hh.d Account Bolonc. 2.224,19 P.rcont T..obi. K 50.000 AIoount Subj.ct to T.. 1, 112 . 10 To. R.t. K .06 PotonU.i To. au. 66.73 PART TAXPAYER RESPONSE CUI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE I A. c:J TtMI above Infar.atlan 8nd t.. due II carract. I. You .ay Chao.1 to r..lt pay..nt to the R.glstar of Will. with two copl.. of thl. notlc. to obtain . dl.count or avoid Int.r.lt, or you .ay chiCk box ~A~ and raturn this notlc. to the R.gI,t.r of Will. 8nd In official ......-.nt will b. I..ued by the PA Daplrt-.nt of R.v~. To In.ur. proper cr.dlt to your ICCount, two (ZI copt.. of thh notlc. lIU.t KCOeplnY your ply.ant to the R.gl.t.r of willi. "ake chick paYable tOI ~R.II.t.r of Will., Allnt~, HOTE: If t.. Ply.ent. atl ead, within thr.. (1) .anth. of the dec.dent', dlte of death, you .IY deduct I S~ dl.count of the t.. due. Any InhllrltMCe tllC due ..Ul beeOH d.Unq.,ant nine (9) lanth. .'t.r the d.t. of de.th, [CHECK ] ONE BLOCK ONLY B. c=J Th. above ....t h.. bean or will be r.parted and tllC paid with the P.nnlylvanla Inh.rltMC. T.. return to b. fll.d by the dec.d.nt'. r.pr...ntatlv.. C. c:J Th. above Infar..tlon I. Incarr.ct and/or dlbtl end d.ductlon. ..ere p.ld by you. You lU.t coapl.t. PART [!] and/or PART ~ below. If you indic8t. 8 diff.r.nt t8. r8t., pl.... .t8t8 your r.l.tion.hip to dec.dent: OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE PART [!l TAX RETURN . COMPUTATION OF TAX LIHE 1. D.t. E.t.bil.h.d 1 2. Account Balanc. 2 3. P8rcent T8.abl. 3 X 4. Amount Subj.ct to T.. 4 S. D.bt. and D.ductlon. S 6. A.ount T8.abl. 6 7. T8. R8t. 7 X 8. T8. Du. 8 ON JOINT/TRUST ACCOUNTS ;; .; ~i,I.;, ~ ~9 So (/ /JI /() ,.::; 't"i'7 C' 0 PAD 1 2 3 4 5 6 7 o 8 DEBTS AND DEDUCTIONS CLAIMED PART ~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID I I TOTAL (Ent.r on Line S of T.. Coaput8tionJ . Und.r panalti.. of p.rjury, I d.c18r. th8t the f.ct. I cOMPI.t. to the b.lt of BY knowl.dg. and b.li.f. <~~A~& <<GNA~'~" i ~,'L- have r.port.d abov. 8r8 tru., corr.ct HOME (7/7) 7d? /Fe, f WORK ( ) TELEPHONE NUMBER ond .S--A-;;;C. GENERAL INFORMATION 1, rAILUU TO RESI'OND WILL RESULT IN AN OffICIAL TAX ASSESS"ENT .lth _It..... In'"", ..... an Inl....llan IUbIlltted by the finInG... In,tltutlon, 2. Inherlt~. tlM bec~. d.ll~t nine .unthl Ifta, the d.c~t.. dlt. 0' delth. S. A Joint HCount l. ~...bl. lit." thoutlh the decH4lnt', n-. .... ~ .t . ..tt.r of CDnvenlWW:I. ., I.Cloun" Ilneludl lho.. held bat...." hutHnd IInd wlfa) which the deced."t put In Joint n.... within ona y..r prior to ..th .r. 'wll>>' II '.1 II tran,'.,.. I. Acloounll ..hllll" Jolnll1 Htween huM'" ... wlf. Mr. thM ..... y..r prior to ..ath Irl not t...blo. ,. a..ount. held by decedent "In trult 10'. InGther or athlr. .r. t..ebl. fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. .LOCI A a If the In'or..tlon .net CMPUlIUon In the notice Ir. carr.et M1d deductlon. .r. not bIIlng clIIHd, PIKI an "X. In block .,. of P.,t 1 0' the "Y..Plvor R.,pon,.. I.ellon. Sign two cop I.. ~ .ub.lt the. with your check 'or the .-aunt 0' tIll to thl _..ht., 0' "1111 of the county In.UutH. The PI Depart..." of Rev..,. will 1..U11 ." offlcld ...........t IFor. R[V-IS4' EXI upon ncelpt 0' tM r.turn 'rM tM ..,ht.r 0' Willi, z. .LOCI.. I' tM ....t .pecl'led on thl. notlc. ha. been or Mill be r.port.d end tax p.ld Mlth tM Penn.ylv."la Inherltene. T.. R.turn filed by the dec~t'. repr..ent.tlve, pllC' ." "X. In block ... 0' Part I of the .Ta.,a,.r RI.pon..- .ectlon. 510n one copy Ilnd return to tM PA o.partNnt 0' "VInlA, lure.u of Individual "11I" D.pt Z106al, Harrhbur" PA 171ZI-06al In thl ,"v.lope provldld. J. IlOCl C - I' the notlc. Infora.tlon I. Incorr.ct andlor d.ductlon. .r. b.lng cl.I..d, ch.ck block "C" end coapl.t. P.rt. Z end J Kcordlnt to the In.tructlon. belh. lion two coplll end .ubIIlt th.. '11th your check for the MCU'lt of tax p'YMlI. to thl R..ht.r 0' Will, 01 thl county Indlc.ted. The PA D.,.rt-.nt of R.venue will 1..U11 ~ o"lcl.1 .......ent (for. REV-IS4' EX) upon r.c.lpt 0' thl raturn 'r~' th. R.gl.t.r of Willi. TAX RETURN - PART 2 - TAX COMPUTATION LINE I. tnt.r tMi dlte the IcCount orl,ln.lh Mil ..tabllshed or tlthd In the ..",er uhlln, .t d.t. of d..th. HOTEl for a dleedent dylnl Ift.r IZ/1Z/IZ, Account. which thl d.cadent put In Joint naaa. Mlthln on. III y..r 0' de.th .r. t.uble fully II tr.".f.,.. HowIver, thlre II an ..clu.lon not to .Ilceed n,oaa par tran.f",. relardl... 0' thl v.lue of the KCount or the ~r of accounts held. If . doubl. ..t'rlsk e_W) eppI.r. bI'orl your 'Ir.t ~ In the .ddr... portion a' thll notlcl, thl IJ,aaa .xclu.lon .Ireedy "1 bMn deducted 'r. thl KCount balance II reported by the financial In.tltutlon. Z. Ent.r the tot.l b.lanc. of the KCCM.l'\t Including Int.,...t accrued to thl dlte 0' de.th. J. The parcent of thl .ccount th.t I, taxabl. 'or .ach .urvlvor I. det'r.lned ., 'ollh" A. The percent t.xabl. 'or Joint ....t. ..tabllshed .orl th." ana ya.r prior to tM decadent'. d..th, 1 DIVIDR IY TOTAL I<<JHIlR Of. JOINT OWNERS E...,l., A Joint ....t r..l.tarad DIVIDED BY TOTAL NJttIER Of X lOa . PERCENT TAXAlLE SURVIVING JOINT DWHE:R5 In the n.. 0' thl decadent and tMO other p.,..on.. I DIVIDED IY ) (JOINT OWNERS) DIVIDED IV Z ISURVlVORS} . .167 X IDD . 16.7% eTAXAIlE fOR EACH SURVIVOR} I. The parcent taxable for ....t. crllted Mlthln ani Yllr 0' tM d.cedent'. d..th or accounts oMMd by the dacltdant but held In tru.t 'or lInOthar Indlvldu.U.} Ctru.t ~flcI.rllI}' 1 DIVIDED IY TOTAL NUHIU Of SURVIVING JOINT OWNERS OR TRUST IEt€fICIARIES x loa . PEACENT T'XABLE h..11l Joint account regllterMl In the n... a' the dacadent and two other p.,.,onl end ..tabllshed Mlthln OM YII" of dllth by the dIe..,..t. 1 DIVIDED IV Z (SURVIVORSI . .sa X laD . saX eTAXAIlE FDA EACH SURVlVORI 4. ThI MOUnt subject to hlC 1l1na IU II eMter.lned bw ...Itlphlno the account balMC' ellna Z) b, thl parc."t taxable (line S). S. Ent.r the totll of thl debt, and deduction. ll.tad In P.rt J. ,. The.-aunt tallabl. (line ,) I, d.t.r.lnad by 'ubtr~tlnt the dabt. and dlductlon, Clln. 5) froe the e.ount .ubJect to t.x Clln. 4}. 1. Enter thl approprlat. tu nt. 11Ine 7} II datarelned blIOtI. A. for det.. 0' death occurring .ftlr 6/S0/", thl t'll r.t.. for tran.f.r. to .pau... .r. .1 'ollow'l 1. D.t.. 0' d..th on or .,t.r 7/1/94 and b.for. 1/1/95 thl rat. I. l~. Z. Oat.. of de.th on or ,'t.r 1/1/.5 tr~I'.r. to 'POU'" Mill b. t..ed .t OX t.. r.t.. Hote, for dat.. 0' d..th prior to 7/1/94 tr."I'.rl to .pau... .re t..abl. .t 6~. e. Trani"" to Ilna.1 de,candlnt. Including 'athlr, MtMir, .on, dMlQlhtar, grandchlldr.", .on-In-I..., deught.r.ln.lew, .tepchlld and their I..ue ar. tlllabl. .t .Ix p.rcant 16X}. C. Tr~.f'rl to all othar. Including brother, .I.t.r, unci., aunt, nepheM and nlec. .r. t,.abl. .t fl,teen parcent eIS%). D. I' you cheng. thl t.1l r.t., pi.... .paclfy your r.latlonshlp to thl dlced."t In the ar,. provldld. e. The MOUnt af t.x due Illne I) II deter.lnad by ...Itlplylng thl uount t'llabl. ellna 6) by thl t.x ret. Illna 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowable debt. and deduction. .re dat.r.lnad a.. 'ollowII t. You 1...11'1 .r. r.,ponllbl. 'or pa~t, or the ..t.t. lubJect to ~Inl.tr.tlon by . par.onal reprllentatlv. I. Insu"lclant to p.y thl deductlbl. It.... .. You IICtuelh p.ld thl dabts .tt.r de.th 0' the decedent and can 'urn Ish proo' 0' p.pant. C. Debt. bllng cl.l-.d ....t be It..l,ad 'ullY In Plrt J. I' ~Itlonal SPICI I. neadId, u.. pl.ln papar . I/Z" x II". Proo' 0' p.y.....t IIY bI r......tact by thl PA Depart...,t 0' R.v......,.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY) \ r . - .. ..--.----,-... .-..... - -' ~ .~/. ~,:- ' .U'j ",'.: /:/ ,<:.' ,t "',~ 1."'.- ~:!:;~': .. "1 ','! \>,,--, ~ .,: I :-;, , i 1 n 0, . , , " o ."',.'-' ".,--. ';-,"'."'" R!V-1541 EX AFP (12-95* COIItOHW[AlTH Of' PfJlaVlV&HlA DEP".TItDfT rJI REVE:JU: IURUU rJI INDIVIDUAL TAXES DEPT. 2."11 HARAIS~ JU --:-:712'."01 HOTICE OF IHHERITAHCE TAX APPRAISEKEHT, ALLOHAHCE OR DISALLOHAHCE OF DEDUCTIOH. t. AHD ASSESSftEHT OF TAX ON JOINTLY HELD DR TRUST ASSETS DATE 06-24-96 ,-..=, ESTATE OF BVLER K DATE OF DEATH 01-19-96 COUNTY CUMBERLAND ORA FILE NO. 21 96-0071 S.S/D.C. NO. 172-01-0234 ACN 96117116 CAROL A SHUMAKER 324 SOMERSET DR SHIREMANSTOWN PA 17011 REMIT PAVMENT TOl REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AIoo..,t R..ltt.d t:,~. 7.3 ~..:. "LONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... .. ....:.:..~___.......__--;~-------~-.--::~::~.:...-~.,~.:~----.-_____________n__________________._______".. _.______. '.. . '" 1 .- .~ :", ..... (, '. ): . .. ~ \ 'u .. '. ;'.~', .1 l.t'f i\ ;. . .. ~ ,- ~' .~ ,I J't t... , " \. ... -, . ",' ~ of ...- ..~ .- -- --, .._-"' -1"4:. ~ ..... -- .. --. ..)'..-.. " . ! , , . .-.-J. - ~"'1~~ , ) I . '" .' h.,..' I I' . "''' i '.. _. . .~.-........ -"'-""-"- .-.... l . (aUZ "01'0-$ "'d zt) 'U61 ,0 ZZ ,0' "0' "1 .'.1.].... ....1,._1 .." ,o"lZ lIOn'" ,. .'UI.OJ1'.... 0<1, Hill"' ., ,1]311011 JD ]SOdlII\d ...." Rec.G: el RfL .,\ ',';iils \ '96 JUl -8 1\11 :32 Clori' ~',cJlt Cumt.,", .........'.. PA .< '. .-..----" -- --.-,----.---... . ..\ . or:-; " ! ~ .'..:.t .'" ..... ,',., ' . ,.., > 'tto,: .. ....) 'fl " . .. 'I . !" \ l~'.f I\> j .. .11. · , . ~. '. .,.,,f tit .. , , .;' ' '" ' , , ,; .! " i" f " . . 1,)0, \ -, . ,. : ..,. __'f '....,...---..... ".--""" -_..._- -- "j.----- -' . ",;;O'~ I, " 1 ( , r " i \ I.' ,;! \)",. ,'. . 'L. ~- " :;j ')',,~,,; '. "'.'0,,,,-': I.t~;; ,1,'-'-',,1.":'" ;~~:~' , . PlIIPOSE Of' NOnCE I PAYJlEHTI RU\IND (al) 1 ., ~ To fulfill thl ,.qult....... of Sactlon lUG of the InhllrUenu end E1t.t. T.. Act, Act IZ 0' 1991. (7Z P.S. Section IUOJ. INtKh the top portion of thlt Notice end .ut.1t with your pav..,,' to the Rallhhr of "1111 prlntM on the ny.r.. .lde. ..- ...... eheck or MM>>' order paylbh tal MDISTEA Of WfLLS, A(;[HT. All "penh r.ulved ehall fir.' be eppllM to "''1 Inhr..' which ..y be dIM, with eny ,....Inder 1IPP1l11d to the t... II r.'und of . tlUll ereeU', ....Ich .... not r......ted on the hx return, uy be nqu..ted b, cOllPlaUng en "Appllcat1on for A.hInd of P"""YlvenSa Inherlt.w:. end Estat, Tax" (REV-nil). Appllcetlon. .r. 8..,IUable at the Office of the _..I,tar 0' Will., eny of the Z] A.v~ DI.trlct a"lc,. or by cllllng the apecla. f4-hour en'w.rlna ..rvle. nu-ber. 'or lor.. orderlnal In Penn,ylven._ l-100-16Z-2050, out, Ida Penn'vlvenla end ..Ithln lac.l Hlirrlabur, .r.. U171 7'7-'DM, TOO' (7171 772-U52 (Hurlng I..lnd Dnhl. DIJECTIOHS. Any p.rt, In Int.r..t not ..tl.fled with t~ eppr.I....nt, .llowenc. or dl..llowent. of deduction. or .....s.ent of t.. Clncludlng dl.count or Int.r..t) .. ~ on thl. Hotlc. ..y object within .I.tv C601 d.y. of rec.lpt of this Notlc. by. .-wrltten prot..t to the PA D.p.rt-.nt of A.venue, lo.rd of A~.I., Dept. 2.1021, Harrl~rl, PA 11121-1021, OR ...Iectlhl to MY' the ..tt.r d.t.r.IMet .t thll eudlt of the eccOU'\t of the p.r'OMI r-..,..."..tlv., OR --."..1 to the Drph..... Court _IN- IITl11TlVE CDARfCTlDHSI DllCOlIITI PDlALTYI INTtRflT1 Fectu.1 .rror. dl.cov.red on thl. .......ent ~Id be eddr...ed In writing tal PA a.p.rt.."t of A.venue, Bur.eu of Individual T...., ATTNI po.t A....~t A.vlew unit, DEPT. 210601, Harrllbur., PA 17121.0601 Phone (711) 711-6505. See P'" S of the bookl.t -In.tructlon. for Inherltenc. T.. A.turn for. A..ldent Decedent- (REY.1S011 for en .xpl....tlon of ~Inl.tr.tlv.lv corr.ctebl. .rror.. If en, t.. due I. p.ld within thr.. (51 c.I~.r .onth. .ft.r the decedent'. de.th, . flv. percent (Sk) discount of the t.. p.ld I. all~. The IS~ ta. .-ne.ty non.p.rtlclpatlon p....lty I. coaputed on the tot.1 of the t.. ~ Int.r..t ......ed, end not p.ld blfor. Januarv I', 1996, the flr.t day .ft.r the and of the t.. ..nI.ty period. Thl. non-p.rtlclp.tlon penalty I. ."..IMI. In the .... 'IIWMr and In thl thl .... tI.. par lod .. you MOUld ."..1 the t.. and Int.,..t thlt hi. been ......ad .. Indlc.ted on thlt notlc.. Int.r..t I. ehIrged beginning with flr.t day of dlllnquency, or nine C'I eonth. and one (II d.y fr. the date of de.th, to thl d.t. of P'YHnt. h... which bee:... d.llnquent bIIforl J.,.,,,y 1, 1.12 bII.r Int.r..t et the r.te of .1. t6kl p.rclnt plr ~ c.lcul.ted .t . d.IIY r.t. of .000164. All t.... which bee... d.llnquent on or .ft.r Janu.r, I, 1.12 will b..r Int.r..t .t . r.t. which will v.ry froe c.lendlr YII" to c.IWMII,. yllr with thllt nt. announc.d by the PA Dep"t....t of A.vll'lUl. ThI IJPPllclbl. Int.r..t r.t.. far 1..2 through 1..6 .r" Y.ar Int",.t A.t. O.lly Int.r..t F~tor YI.r In"rllt A.t, O.lh Int"..t Facto, I9IZ zn .ODD"I 1911 OX ,000241 I9IS IU .00Dn. 1'...1"1 IlX .OOOJOI "1. IU .000501 1.., 'X .000241 "15 ISX .00US6 1"'.1994 1X .000192 I... In .OG0214 19U.'''6 OX .00OZIt? --Jnt"..t .. c.lcul.ted .. followu INTEREST . BALANCE OF TAX UNPAIO X NUNBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR --An., Notice Inued .ftar thl t.. bee.... d.llnquent will ,....ct en Int.,.... nlevl.tlon to flft.... UI) ....,. be.,ond tM d.t. of tM ..........t. If P'''Hf'lt .. .Ide .lter thl Inte'lIt cMPUtatlon ..... Ihowl on tM Notlc., .dcUtlonel Int.'lIt IUlt be c.lcultted. .. :',~~'!;~ ~...... . ,. '11 , !!'-.;i\:,;. - 1::-;( - " 'J 0.: O,!!! - ,. a>iE,; e '- .) .~> '. I .' I . ''- - , (-.. I~) N ,] .f.... .. ~ o rot 3 r) l7. (, crt:';) ..0 g&! ~ --.:: E 08 a; " -----~-........- -.... " , , '---- - -'-- - ~ ------- -'- -.---- - .-- - --- --- -- -- - - - - -- ---- . . .p.'fl,::"-';~~~;I';f~: ifCOM,j?';;'f.'')MO;'j\":,~,~,,,iQ:i''~''':r'H':;'O''~~:P';'.';:N~~~~~;:i""IA'; ,;\,: . "\\L::~::,!'~\~~Jl~'ifi.~'t"';l#. '1"' ;,. !: '- ~ 1:- ...._.w..... :';:~,,,;;;.,}:. "i_~,-'t..;;._~-'!(/';.......~..' ".::0' -'S. .. -; --: :i:: 'Lt. "4~-'" -,'-- """"..-'. .~' --~..... u'$--~"'_"_ ",. ".{c..}....",..-.".... ':"._', "." c',,~ """,~,":"Y~"'Y.:rv~ .,~ 1 . liJ: . fl;~ '~V..f:.;:;!~t~4:;; , ,4: .....,~~~/J~;~:~~'.~~:.; a~;~\i~ :J;.,/;:~'I~:"';: ~\;)..}-,~i~;,.,:\:i}~~;,.~~}. l' l'f~"..~."~~~,,y..'~~'..'h.. ....,.",. ....",,,,l,.'~ ., ,:;:.~m~ ...~.!.;~,.syLYANIAIN!tII~AN~IITATlWC' :.....;;';:.~~':\'L . ACN ASSESSMENT P:' CONTROL ~ NUMBER RECEIVED fROM: & AMOUNT CAROL A SHUMAKER 324 SOMERSET DRIVE '6117116 .bb.'13 SHIREMANSTOWN, PA 17011 tOtD H,,, ESTATE INfORMATION: !II I NUM R III 21-1996-0071 EJ HAM! Of DECEDENT (lAST) BYLER ORA K II DATE Of ~MENT EI POSTMARK DATE COUNTY SSN 172-01-0234 (fiRST) (Mil CUMBERLAND DATE Of DEATH REMARKS _66.73 CW , ./ ....-1' RECEIVED BY -'~ il,I..'/,._/':'- .' u . / MARY C. LEkISL/j/' /'j// :~; REGISTER OF WILLS i m TOTAL AMOUNT PAID CAROL A SHUMAKER SEAL CHECK. 2893 \ '":'- - -- -- - - - - -- -~- - - -.-. .-.~. -- -- - - - - - - - -~ --:- ::--. -.~ REGISTER OF WILLS .., .... . I . .... ~ .~ .~ --. ~~ . ~..... ,-~..J'1 _ . } " --..,,-. r -. " Cl ~<{ - ~ ~0- 0:> .!~. r~ ". C- PA'ntDIT I I{' o l..o:l "" - ' e,; ,i' .-' t:' <.) '-' ~ (.i - ' . !o~h .h. ... p...1ii)a ,hl. Notlco .... .....It .lth .ou. p....... .... ,..lbl. .. .ho n_ end .dd.." prInted on thl ravlt.. .Ide. If RfSIDEHT D(CED[HT .aka cMck at ItGnIY order P8YMJ11 tal REGISTER OF WILLS, AGENT, If _-AnIDEN' DECEDENT .... .ho.' .. ..... ..d.. ,..lbl. .., CDHHDHlIEAlTH Of PEHNSYlVANIA, A.I ,.....,. ....1... shOll b. ..,11.. II... .. .... In'."" whl.h ... b. dUO .I,h .... ....Indo' ..,11.d .. ,ho ..., AEF\lNIl 'CAll A ..1_ .1 . ... ....It. which ... no' .._.'.d on .ho 'OM A..u.n. ... .. .......... .. ....I.tlno ... "..,II...lon I.. ..1_ .1 penn..I....I. Inhe.I..... .... E..... ,.." 'AEV-I.I... Appll...lon. ... ...lllbl. .. tho .111.. .1 .hO ...1.... .1 will.. .... .f .ho ,. ....... .1...1.. .111... .. I." ,hO ............. "-hoU' ~.w.rl", ..rvlc, ~r' for for.. orderlnos In P~,Ylv.nl. l-100-362-205D, out,ldl pennlylvenll end ~lthln lOCI. ~rrl.bUrl .t.. (117) 7'7-1094, 100' (717) 77Z-l252 (H..tlnl 1~.lr.d only). RtPLY Tal .....tlon. .....dlno .rr." .on..,nod on .hI. notl.. shoUld b. ..d.....d '.1 .. ........... .1 ........ .u..... of Individual t...., l'lM1 PO It A.....aent AIVllw unit, D.pt. 210601, Harrl,burg, Pi 171la.0601, phOne (717) 1I7-65GS. .ISCDdlTI II .... ... dUO I, p.ld .I.hln .h." ,.. ..1...... ....h. .1'.' .ho d...don", d...h. . II.. p....... 'OX. dl..oun' of the ta. paid I. allowed. i I f I \ , PENAL tv I Tho lOX ... ....... non-,...I.I,..lon p....I.. I. .......d on ,ho ....1 .1 .h. ... end In'."" ......... .... n.' paid bafor. J~ry 11, 199', the first dn ,ftlr the and of the tu aen..tv p.riod. INTEREST I In'.,." I. .ha'O" b..lnnlno .llh II..' d.. .1 d.llnquenc., .. nln. "1 .on'h. end on. '1. d.. f... ,h. d... .1 ".'h, .. .hO d." .f p.....t. ,.... ohl.h ...... d.llnquen' b.f... Jonu'" I, I'.' .... In'.'." .. ,h. .... .f ,1. ,.XI p...on' p.. onnuo ..Ieul...d .. 0 d.ll. .... .1 ....1.., All..... whl.h ...... d.lln....n. .n end .f',' Janua" I, I'.' .111 .... In'.'." .. . .... whl.h .111 .... f... ..I.nd.' .... .. ..Iond.. .... .I.h ,h.. .... ennouncad by the PA Oep.rt..nt of Revenue. Thl appllcable lnt.r..t rat.. for 1,IZ through 1996 .rll ( , , . V..r Int.n.t Ra'. Dally Intar..t rlctor V..r tntarut Ra,a Ually Intar..t Factor 1911 zax .000541 1917 'X .ODQZU 191J I'X . nnll 1981-199. IIX .DOnn I"" IIX .DanOI 1,'2 'X ,GOnU 1915 I'X ,DOnS6 199]-'''. 7X .ODD19! 1916 lOX .000274 .,n-.." 'X ,aoaz47 --Intan.t 1. calculated .. follOtlll INTEREST 0 BALANCE OF T~K UNPAID K HU"BER Of DAYB DELIHQUENT K DAILY IHTEREST FACTOR .- " ..... Notl.. I....... oft.. .h. ... ....... d.lI......,' .Ill ..fl..' ... In'.'." col.ul.tlon .. IIf..... 110. d... tMyond tn. dIU of the ......""t. If p.yaW't h aeda aUar the lnt.ru' c~tltlon data shoWn on the Notice, .cSdltlonal Intarut ....t bl ulcull'ad. v /5~.FO - 9 REV-1547 EX AFP 112-95*, COHHOHWEAlTH Of PENNSYLVANIA DE:PAATHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Zl06D1 HARRISBURG, PA 17JU.06D1 C-L- ACN 101 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLeWANCE OR OISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE 00-05-96 FILE NO. 01-19-96 COUNTY CUMBERLAND NOTE I TO INSURE PRDPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF THIS FORN WITH YDUR TAX PAYNENT TO THE REGISTER OF WILLS, NAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: CAROL SHUMAKER 324 SOMERSET DR SHIREMANSToWN PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Allount RellllU.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'y:is;,"'7"E'j[-Aw-nZ:9SY"iiiificE--O"-YNHEiiii'ilNCE-YAx-jiPPRjiisEHEiir;-,\L,'LowilNCE-bii----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF BYLER ORA K FILE NO. 21 96-0071 ACN 101 DATE 00-05-96 If an assessment wes issued prevkusly, 11nas 14, 15 end/or 16, 17 end 18 will reflect figures thet include the total of abh returns assessed to date. ASSESSHENT OF TAXI IS, A.aunt of line 14 .t Spousal rat. CIS) 16. A.aunt of line 14 taxable at Lin..l/CI... A rat. (16) 17. Allaunt of Lina 14 taxabla at Call.taraI/CI... 8 rat. (171 18. Principal rax Due TAX CREDITS: PAYNENT DATE 04-10-96 TAX RETURN WASI I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN l' Rill E.tata ISchadul. Al III 2. stock. and Bonda 15ch.dule BI (2) 5. Clo..ly Held stock/Partnership Int.r..t (Schadule C) (3) 4. "ortoag.,IHot.. Receivable (Sch.dula OJ (4) 5. C..h/Bank Depo.it./Hi.c. Per.one1 Property (Schedu1. E) IS) 6. Jointly Owned Property (Sch.dule FJ (6J 7. Tran.fers (Schedule C) (7) 8. Total A..ets APPROVED DEDUCTIONS AND EXEHPTIONSI 9. Funar.l Expense./Ad.. Co.ts/Hi.c. Expen... (Schedule HI (91 10. Dlbt./Norto.g. llabllltla./llln. ISchadul. II 1101 11, Total Daductlon. 12. Net Value of Tax Return 13. Ch.rit.bl./Cover~ent.l aequa.ts (Schedule JI 14. Not Value of E.tat. Subjact to TI. NOTEI RECEIPT NUNBER AA1l2745 DISCOUNT INTEREST It I (-I 56,10 I CHANGED ,00 17.013,00 .00 ,00 9.133,00 ,DO ,DO IBI 26.146.00 7,344,00 .00 1111 1121 1151 1141 7.344 nn 10,002,00 75,00 10.727.00 .00 X .00. 10.727.00 X ,06. .00 X .15. 1181 .00 1.123,62 ,DO 1.123.62 ANOUNT PAID 1,067.62 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,123.80 .10CR .00 .10CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATIDN OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS,I 'r4, ~~ ;'.,. .~ N ~ N 0- Uj' @ .1: <: -'6 '"'Q: .} -' '..I , o ,~~, lHO: ex: ~ l-. ,.>~ GU RESERVATION I E,..t" of dle.dent. dYing on Dr blfor. OlcI.b'r Il, I'll.. I' ~v lutur. Int.r..t In thl ,,'et. I. tran,f.rred In po.....lon or .nJoy.en. to Cl... . (col1at,r.l) beneflcl.rl.. of the dlc.dent .,t.r thl ..p.t.llon of anv I...t. for 11'. or 'or YI.r., thl C~..lth h4r.by ..pr...lv r...tv.. thl right to appr..I. Bnd ...... tren,'.r Inheritance ,.... .t the l~'ul C1... . (co11".r,1) r.t. on eny luch future Int.r..t. PUIIPOSl Of' NOTICE I To fulfill the requlr...nt. 0' Slctlon 2140 of the Inheritance and [,tat. TI. Act, Act ZZ of 199.. 72 P.5. SKtlan 2140. PAYMENT I Detach the top portion of thl. Hotlcl end 1~lt with your ptv..nt to the Rlgl"'t of Will. printed on the t.v,r.. .Id,. uH.... check or lIOMy order p.yabl. tOI REGISTER OF MILLS, ACENT All p.v.ant. r.c.lv.d .h.II flr.t b. applied to any Int.r..t which ..v b. due with anv r..alnd.r applied to the tax. REFUND ICAlr A r.'und 0' a tax credit, which wa. not raque.t.d on the Tax A.turn, .av b. raque.t.d by co.,!.tlng an "Application for A.,und of Penn.vlvanla Inherltanc. and E.tat. T.x" (REV-ISIS). Appllc.tlon. ar. .v.llabl. at the O"lc. 0' the Aegl.t.r 0' Will., any 0' the ZS R.v.nue Ol.trlct O"lc.., or by calling the ip.el.l Z~-hour an.werlng ..rvlca nuaber. 'or 'or.. ord.rlnGI In Penn.ylvenl. 1-800-S6Z-2050, out.ld. Penn,ylvanla and Mlthln loc.l H.rrl.burg .r.. (717) 717-809', TOOl (717) 772-2252 IH..rlng 1~.lr.d Onlv). OBJECTIONSr Any p.rty In Int.r..t not .atl.fled Mlth the appral...ent, .llowanc. or dl..llowanc. of deduction., or ......aant of tax Ilncludlng dl.count or Int.r..t) .. lhown on thl. Hotle. au.t obJ.ct within .Ixtv C601 day. of r.c.lpt of thl, Notice bvr --wrlttan prot..t to the PA O.p.rt..nt of R.v.nua, lo.rd of App.,I., D.pt, 281021, Harrllbur., PA 17IZI-1021, OR --alactlon to h.v. the ..tt.r det.r.lned .t audit of tha account 0' the p.r.on'l r.pr..ant.tlva, OR --appa.l to the Orphan.' Court. AOItIN IITAATlV[ CORRECTIONS. factu.l .rror. dl.eov.rad on thl. .......ant .hould ba .ddr....d In writing tal PA D.p.rtaant of R.venue, luraeu of Indlvldu.1 T.x.., ATTHI po.t ,.......nt R.vl.w unit, D.pt. 210601, H.rrl.bur., P' 17128-0601 Phone (111) 717-6505. S.a pIg' S of thl bookl.t "In.tructlon. for Inherltanc. Tlx Aaturn for I R..ldent Decldlnt" (REV-ISDI) for an .xplanltlon 0' adalnl.trltlvllv corr.ctabl. .rror.. If any tlX due I. p.ld Mlthln thr.. (5) e,I.Md.r eonth. ,ft.r thl d.c.dant', d..th, I flv. p.rcant (5~) dl.count of the tax p.ld I. allowed. ' OISCUI. PENAL TV I The 151 t.x aana.ty non-p,rtlclp.tlon pan,ltv I. eoaput.d on thl total 0' the t.x ~ Int.r..t ......ed, and not p.ld bafor. Jenuary 18, 1996, the flr.t d.y aft.r the .nd of the tlx a~.ty p.rlod. Thl. non-p.rtlclpatlon penalty I. app..labl. In the .... .ann.r and In the tha .... tl.. p.rlod .. you would app.II the t.x and Int.r..t that ha. baen .......d .. Indlc.t.d on thl. notlc.. IHT[R(st. Int.r..t I. ch.rgad beginning Mlth flr.t day of d.llnquencv, or nln. (9) eonth. and one (II day fro. the d.ta of dlath, to tha d.ta of pay.ant, Taxa. which bec... d'llnquent bafor. Jenulrv 1, 1912 bllr Int.r..t at the rata of .Ix 16X) percent p.r annua c'lcul.t.d .t a d.lly r.t. of ,000164, All t.x.. which b.c... d.llnqu.nt on and .ft.r Janu.rv 1, 1982 Mill b.ar Int.r..t .t I r.t. which will v.rv 'roe caland.r y..r to c.l.nd.r y..r with th.t r.t. announced by thl P' Oap.rtaant of R.venu.. The IPpllcabl. Int.r..t rat.. for 1982 through 1996 .r.r '!!!! Intarllt Ral. D.llv lnt.r..t f.ctor !!!! Interllt R.t. O.llv Int.rllt Factor 1912 lOX .OGD~8 1917 'X .ODa2U UIS In .DaU,SI 1911.1"1 III .GDUSOl 1984 IlX .aaUSDl 1992 .l . DaOlU 1915 UX . GDU56 1995-1994 7l .000192 1916 lOX .0002" 1995-1996 .l ,DOOlU --lnt.nlt I. c.lculat.d .. followlI I 'I t, \ INTEREST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..u.d after 1M tax b.ca.. dallnqu.nt wUI nUact an Inter..t c.lcul.tlon to '1ft.." (15) day. bayond the d.la of the ......!llnt. If p.y.....t II 'R' ..ter the Interllt cOllpUtaUon data shown on the Notice, edcIltlon'l Interllt au.t ba ulcul.t.d. . ,~ ~-., PAYtIEtfT. ..taah the tGp porUon of thh NoU.. W1d ....it ..Ith rout' ~t ... Plnlble to the __ W1d ......... prlnt_ on the rewr. .Ida. .- If IlDIIDT IIt:ClIlEIIT .... ..- or __. order __I. to. REGISTER OF WILLS, AGENT. -- If .....IIDT Dt:aIlOfT .... ..- or _ order ........ to. ~AL TH OF PEIIlSYLVAHIA. IIlEFUG CCRh . nf\nd of a tax Of'tldlt, ....Ich .... Mt .......... on the flUe A.turn, _y be ......t_ by ....1.U". ... -_II.tl.. for Rafwld of PemlYlwnl. Inherlt.lOe ... [sutll Tax- IIIEV"'151S), AppIl_U...... ~U.Ia1. at the Dffl. o' 1M A..I.t.r of MUll, IIn)f of the U A~ Dlstrl.t OfflOllI or f,. the .......t.nt'l ,....... .......1,.. ..",1. IUlllMrI for tor.l orderlngl In Pem.lylVWlI. 1"'....:56Z"".51, autllda PemlYlwnl. IInd within 1001I1 tIIIrr"llur. ...... C71n 787.1194, TDDI (717) nz-zzsl CHeering IlIPIIlred only). IDlY TO. ...UOftI ,...."U". errorl oontalned on thll MU" Ihould be MId....... tOI PA Deper~t of ~, ....... of Indlvl....l t...., Ami Pa" A.......t Revl.. Lnit, Dept, za'''I, Herrllbura, Pi 17121"''''1, phone 17171 717-6515. DlsautT. If lIlY tax due I. peld ..lthln thrM es) e111.... -.,th. .ft.r the decedent'. dNth, . flw percent CD) dlllOCU'lt of the ... peld Ie 8U__. POW. TY. The 1SZ ... _.ty non'"'PVtJo..~.tJon PIInIlty II OMPUted on the total of the tax ... Int.,...t .....Md, ... Mt peld before JIruaor 18, 1"', the flret dey .ft.r the MIl of the tlUe .....ty period. 11fTDEST. Int......t Ie ........ beglml.. ..Ith flret day of dllInquency, or nine (9) -.,tha ... one (1) day fro. the date o' death, to the dat. of ~t. T.... ....Ich bee-. deUncwu-lt bIIfor. .......,. 1, 1912 beer Int.,.... .t the rII.. O. .be e6%) ,.rOWlt per ..... eIIleulated .t . dIIlly r.t. of ....164. All tlUe.. ....Ich bee-. deUnquent on end aft.r January 1, ltlZ viii ~r Int.r..t .t . ret. ....Ich viii vary fro. c.lender yeIIr to _lender ~ vlth that rIIt. ennouMiIId by the PI Dep8r~t o.~. The .....UCllbI. Int.....t rIIt.. for 1ft! throuGh 1999 ."'1 ,- In.....t RIIt. Dally Int......t Feotor 'Nr Int.r..t Rat. Dally Int......t Factor INZ Z'X ....541 19"-1"1 IIX .0IlJOI 1M3 16% .IIMSI 1"2 9X ....147 1_ 11% .01lSlI I"S-I994 n .111191 IN5 m ,...S56 1"5-1991 9Z ....147 1- lIX ....U4 I'" n .101l9Z IN7 9Z ."0247 .."'Int......t II ..loul.ted .. 1011....1 IIlTBIElIT . "WCE OF TAlC UIlPAlD X HUIIIER OF 06 YS DELINQUENT X DAILY IIlTBIElIT FACTlllI -1IrI MoUo. 1.1IUtd .ft.r the tlUe becoMe dlUnquMt vlll r.flect WI Int......t aloui.Uon to flfteen (11) .. beJond the dat. of the ..M....t. If ~t II .. .ft.r the Int.....t ODIIpU:bU.. det. ...... 11'I the Notloa, 8ddltl_1 Int.....t .ust be CIIlcul.ted. ~~,~_. PAYMDfl'1 Detach U. top portion of thl. Notice MIl ....It "lth your p.,..,t udII p.yllbl. to the ,... Ilnd 8ddr... printed on the nVllr.. .Ide. -- If RUIDOfT D(CEDENT ..... chKIr. or IMW'IIIV order payllbl. tOI REGISTER OF WILLS, AGENT. -- If HON~AUIDDfT D(CEDENT ... ctwc:k or ...y order payllbl. tOI Cotl'tOHNEALTH OF PENNSYLVANIA. REFUm (eA)1 A rafund of a tax credit, Mhlc:h .... not reque.tld on tM In Raturn, AV be r~.ted by ~I.tlng ." -Appllcetlon for bhftf of Pemaylwnl' Inhlrlt8n<< Ilnd E.t.t. lb- (R[V.1315). AppllC11Uon..... hall8bl. at U. Off I.- of U. A....t.,. of MUla, ..". of the Z3 R~ DI.trlct Offlc.. Dr froe tn. o.p.rt-lt'. Z4-hour' ."..,.,.1.... ..rvlce IUlblin for fOt'll. or-dlrlna. In Pem.vlv."l. 1.111-56Z-2050, outside P8nn.vlv8nla MIl "I thin 10081 Hlirr..bu,.. .rA (717) 717-1094, lDDI (717) nz..zzsz (....rlng IlIP8lred onlv). Rl:PLY Ta. Que.tlon' r...rdlng arror. contained on thl. notle. should be 8ddr...ed to. PA Dep.rt-.nt of A.venu8, lur..u of Indlvlctu.1 Th", ATTNI Pa.t A.......,t R.vl... Unit, Dept. Z10601, Hlirrlsbur., PA I7IU-I6I1, phone (717) 7'7-"05. DISCClUHlI If 8ftV t.. due .. ,.Id within thr.. (51 eal..s.r ....th. .ft.r ttM decedent'. death, a flv. pert."t IUI dhcCU'tt of the t.. ,.Id I. allowed. POW. TV. The 1~ tax .-nt.ty non-partlclp.tlon penalty I. coeputld on U. total of the tax end Int.ra.t ......ed, and not ,.Id bIIfor. ......ry II, 1996, the first dav aftar thl and of the talC __.tv period. IIITDUT . Intar..t I. cherged bltlnnlng with flr.t daV of dellnquencv, or nine (,) ....th. end one (II daV froe the data of daIlth, to the dat. of JNI~t. hu' Wllch bee... delinquent bafora ~rv 1, 1'12 bear Intar..t at the rate of .he (~) percent per ~ calcul.ted at a dally rat. of .001164. All t.IC.. Wllch bat_ delinquent on and .ftar ......ry 1, l'IZ ..Ill ba.r Int.ra.t at . rata which will vary froe calendar year to calendar year with that rat. announc<<I bv the PA Depart~t of Rav.... ThI 1IPP1lc.ab1. Int.r..t nta. for 19IZ through 1999 ar'l V.., Jntlr..t Rat. DaIIV Intar..t F~tor V.., Jnt.r..t R.t. Dallv Jnt.r..t factor 19U lOX .01lM8 l,aa~I991 11X .I..SOI 1903 16% .OOOUI 199Z 9t .010241 1914 11X .0IOSU 1993-1994 n .010192 1'15 13% .oonSll 1995-1998 'X .0I0Z41 1916 lOX .011274 1999 n .DOO192 1911 9Z .IIOZ41 --Int.ra.t I' calculated ., followSI INTEREST . BALA/lCE OF TAlC UNPAID X HUKIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -"Any MoUe. "sued .ft.r the tax bacoaa. delinquent "Ill raUact ." lntar..t calculation to flft..... (151 days beyond the data of the .....~t. If p.,..,t .. aadI aft.r tr. int.n.t coaputaUon dIIt. ahowl on the Matlea, addltl~l Int_ra.t .u.t be calcul.tad. \" , { PAYIEJfT. o.tach the top portion of thll MotS_ wd .w.1t with rout ~t ... payllbl. to the ,..... wd eddr... ..,.Inted on the rever.. .Ide. eo If IlUIIlOfT IIECOlVIT _. ..- or -. ordor ....... to' REGISTER OF NILLS, AGENT, .- If _-1lU11lOfT IIECOlVIT _. ..- or -. ordor porabl. to. COMtOHIIfALTH OF rEIICSYLVAHIA. REFUND (eah , refund o. a tax credit, ""Ieft .... not r......tMl on the To R.turn, .., t. r...ted by ~I.tlng ., -"'1Ioatl... for hhnl of ,.....,.1.....1. lmerltMCe end Est.t. Tax- (REV-13IS). Application. w. ..,.l1l1ble .t the Dffl_ o. the hllIter o. Villa, MY o. the ZS Rwerue District Offlc.. or f~ the Deperu.nt'. "-hour .,....,.1... ..rvlce nulbers for 10,... or.rlntll In Penn.ylnnl. 1-1"-362-2150, outside ,.",,,Innl. end wlUlln 10CllI ...rd.... erM (717) 787-1"", TOO' (717) 772-282 (....rlng lepelred onb). IlEPLY TDI DuI.tlon. ree-nUng .rrors contained on this notlc. should be eddr...ed tOI PA o.pet'-'t of A..,.,.., IurMU of Indlvlduel Tax.., ATtH. Po.t A.....eent A..,I... 1rI1t, Dept. 28'''1, "r"burl, PA 1712.""01, phone (717) 717-6MS. DIICCUfh If MY talc IlIIi II ..Id within thr.. (S) calender IIOr'Ith. aft.r the dec.-nt'. dMth, . five percent (5%) discount of the tax p.ld I. allowed. POW.TV, The 15% tax .....ty non..,.,.Uclpetlon ....1 ty h COIlpUted on the tot.l of the tax end Int.r..t ........, end not PIIld t.for. .....ry 1., 1996, the first day .ft.r the end of the tu .....ty period. 11lTEIIES1. Int.r..t ... cher.... Mglmll"ll .,Ith flr.t day of delinquency, or nine (,) IIOr'Ith. end one (1) lIIIy fr. the dIIta of dleth, to the dIIt. of p.~t. Taxll which bee-. delinquent before ......ry 1, 1912 bur Int.r..t .t the rab of .1. (U) per..,t per ...... calcul.ted .t . dlillY r.b of .III1M. All tax.. which __ de11nllUMt on and .ft.r J.nuery 1, 1912 .,111 ~r Int.r..t at . rat. which .,111 vary fr~ calendar year to calender veer with thet r.t. amot.noed by the PA Dapw....t of Revenue. The .,,11_1. Int.r.st r.t.. for 1,.2 through 1'" ar.1 Yoor Intar.st R.t. Dally Int.r..t Factor Y..r Int.r..t Rata DeilY Int.r..t Factor un 11% ....~ 1'11-1991 11% .IIUOI 1M3 16% ....43. 199. 9% .IIU'" 1- 11% ...0311 199]-199< n ."U'2 1M3 UX .IIU56 1995-199' 9% .100l'47 1916 11% . .10274 1999 n .1001'2 1..7 9% ...."7 --lnt.r..t I. calculated a. follow.. IIlTERElIT . IIALAIlCE OF TAX UNPAID X HUKlER OF DAYS DELINQUENT X DAILY IIlTERElIT FACTOR --In; Motlce S.."ad aft.r tM tax bac:~. delinquent .,111 r.flact '~ Int.....t c.lcul.Uon to fifteen US) dQ. beyond the date of the .....~t. If ..WMt'It 11 .... aft.r the Int.r..t co.put.Uon data shown on the Noll., eddltl_l lnta....t ...t be celculatMl. STATUS REPORT UNDER RULE 6.12 Date of Death: ((j Il ^" ~ . 1- I 'l::-9 (., No. -L9 ~ I" - CJ 0 0 1 \ %~ Name of Decedent: WIll Adm in. No . ~ \ q ~ _ ~ 0 ., \ 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 No_L 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: "0--"'." \.. \ q qq . \ 3. If the answer to No. I is Yes, state the following: a. Did the personal representative 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 the 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: .;} -d.l.. -q'L ~1'O t2 AL~~~ Signat.ure {?~4/ /J. ~./l(mA.ked- Name (Please type or print) ~n ~~ ;Z I?d;'/ Address c:. ( 7/7) 1 ~ '7 - I B' (" r;; Tel. No. Capacity: ,~personal Representative Counsel for personal representative "'. ('.j (HAH: rmf! AM3) ,,~,' c:: - - ~:, ,'lo'" --. -. , STATUS REPORT UNDER RULE 6.12 Name of Decedent: ()~jf ~ Date of Deathl /-/9- 9~ WIll No. /9tJ~ - ~lJtJ 7/ ~ v' LeA!! / Admin. No. 2./9d, - ()~ 7/ . 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 I Yes ~ 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. I is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes)( No . b. The separate Orphans' Court No, (if any) for the personal representative' 5 account is: _ 0 _ c. Did the personal representative state an account informally to the 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: ~-?-?9 ~A J _ .d- d.LLAN" .b/Ul .J Signature L'~()/ //- JAa~~.,e Name (Please type or print) .d'.:ly ~ft?/ne~seT /.Le. -/.?,d /'7p// Address$A~""eA1;1N$h",,,v r.l'r r (717) 737-/ F~Y Te I, No. - -, 1"'1 c,. .-'< Capacity: X Personal Representative Counsel for personal representative -~ -' ,,,,... ~.. (MAH: rmf! AM3) au~EAU OF INDIVIDUAL TAXES . JJlDITANCE TAX DIVISION DEPT. ""01 twlRlnt11G, PA 17121""11 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' lu.aU111""U"" CAROL SHUHAKER 324 SOMERSET DR SHIREMANSTOWN DATE ESTATE OF DATE OF DEATH FILE NUIlIIER COUNTY ACN 03-22-1999 BYLER 01-19-1996 21 96-0071 CUMBERLAND 101 ~t R..ltted ORA K PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 illiTE' To Inou... proper credit to ~DUr ..count, oubIoit thll upp.r portion of thh fo... with ~DUr tllX p.~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iii'y=ii,oru--Ai:inoy:m--m--ii..--iiiiiiiiiTAiicrfAx-sTAiEiiE'Nf-OF'-Aifcouiii--.-.ii---m-----------m- ESTATE OF BYLER ORA K FILE NO.21 96-0071 ACN 101 DATE 03-22-1999 THIS STATE"ENT IS rROVIDED TD ADVISE OF THE CURRENT STATUS OF THE STATED ACN IH THE HAHED ESTATE, SHONK IE LOW IS A SUHKARY DF THE rRIHCIrAL TAX DUE, ArrLICATIOH OF ALL rAYHENTS, THE CURRENT eALANCE, AND, IF ArrLICAlLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT I 07-29-1996 PRINCIPAL TAX DUE, 1.123.62 PAYMENTS CTAX CREDITS), PAYMENT DATE 04-18-1996 RECEIPT NUMBER AA112745 DISCOUNT C+) INTEREST/PEN PAID C-) 56.18 AMOUNT PAID 1,067.44 ;-~I l ~_. .-'\ -' ~ " . - .. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,123,62 .00 ,00 .00 . IF rAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATIOH OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAH tl, IllI rAYHENT IS ~EllUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU IlAY IE DUE A REFUND, SEE REVERSE SlOE OF THIS FOIIIt FOR IHSTRUCTIOHS, I PAYMENTI Detach the top portion of thll Notle. ~ sut.1 t ..lth your P.,...,t .~ p.yebl. to the "... Md IMSdr... printed on the r..,.r.. .leN. If RESIDENT DECEDENT ..... cMck or .aMy order p.yebl. tOI REgISTER OF WILLS, AgENT. If HDH"RES1DEHT DECEDOfT ..... ctMck or ~y order p.yebl. tOI CottHONWEAlTH Of PEfltSYLVAHIA. REF1.IID CCRh A r.hnd of . tax credIt, ....Ich .... not reqlMat.d on the T.x R.turn, uy ba raqua.ted by COIIlPI.tlng ... -AppllceUon for R.f1nt of Penn.ylv...l. Inheritance ~ Eat.t. hx" CREV-!5I]). Applle.Uon. .r. av.U.,I. .t the Office of the Reght.r of 'Ulla, .,y of the Z5 Rev... ahtrlet Offle.. or frOll the DepIIrt--.t'. 24"hour .....rlng ..rvlce ~r. for for.. ordering I In "-'"SYlvan!. 1"800-562-2050, outdeN Pwwt.ylnnl. ~ ..Ithln loc.l Harrisburg ar.. (717) 787-8094, TOO' (717) 772-2252 (He.rlng lapelr.d only). REPlV TOI Qu..Uon. regardIng .rron cont.IMd on thh notlc. should be addr..uct tOI PA Dep.rt....t of R.v..., lur.., of lndlvlduel lax.., AlTHI Po.t A....~t R.vl... unit, Dept. 280601, Harrl.burg, PA 17128-0601, phone (717) 7'7-6505. DISCOUNTI If .,y bx due II paId ..Ithln thr.. (]) c.lendar ItOI1th. .ft.r the decedent'. de.th, a flv. pareent C5%) dhcOW'It of the tax p.ld I. al10Med. PfNAlTVI The 15% ta. ......tv non-participation penalty .. cDIIPUtMl on the tot.1 of the tax Md Int.ra" ......act, ~ not ,..Id before January 18, 1996, the flr.t day .ft.r the and of the b. .....ty ptIrlod. INTERESTI Intara.t II charged baalmJng ..Ith flnt day of delinquency, or nine (,) ~th. and OM U) day frOll the data of duth, to the data of P.v-nt. lb.. ....Ich bee.. delinquent before J.....ry 1, 1'82 bliar Int.raat at the rata of ... (6X) parcent par ....... calculated at a dally rata of .GI01M. All bx.. which bacMa dellnquant on and aftar January 1, 1'82 ..Ill be.r Intar..t at a rata which ..III vary frOll calendar y.ar to calendar yur ..Ith that r.ta ~ by the PA Dep.rt....t of R.venue. The appllcabl. Intar..t rat.. for 1'82 through 1999 .ral V.ar lnt.relt Rat. DaIlY lnt.r..t Factor 'te.r lnt.r..t R.ta D.lly Int.r..t Factor I9IZ Z'X .000548 19M-I991 IIX .OOOSDJ 1.83 16% .0004S1 I99Z 'X .000247 1914 IIX .IOGSOI 199]-1990\ n .000192 1985 In .00GS56 1995"1998 'X .000247 1.16 lOX .OD0274 1999 n .DOO192 1987 'X .000247 --lnt.r..t 1. c.lculatad a. follOM'1 INTEREST . BALANCE OF TAX UNPAID X HUftlER OF DAYS OELIHQUDIT X DAILY IH1E3tEST FACTOR --Any Notlc. lnuad aft.r the t.x ~. delinquent ..111 refl.ct an Int.r..t calcul.tlon to flftaan US) day. bayond the data of the .........t. If p.rMnt Is a8da .ft.r the Int.n.t cDllPUt.tlon data ahoMn on the Notlc., additional lnt.r..t .u.t be c.lculatad. f