HomeMy WebLinkAbout96-00157
PETITION FOR PROBATE and GRANT OF LETTERS
Eslale of f'l\o..(l..,o I\J L. T,'CQ. No, ~ l-qlo - '.s7
also known as To:
Register of ~iIIs for the
, Deceased. Counly of(sllho.....~ Q. - 1) in the
Social Se('urity No. I ~O - 'j h - 4-'6 q ., Commonweahh of Pennsylvania
The pelilion of the undersigned respectfully represellls that:
Your pelilioner(s), who is/arc 18 years of age or older an Ihe exeCUIOr
in the lasl will of Ihe ubove d~crdent, daled S-.o p ,1'. 2..'l,
and codicil(s) duted '" 10..
n~ed
,19
~~ 1~~~'~ T...,u.
~.I< "I".nl ~ ,,'nund.,inn. d,.i1lllf"""""" C1c.1
Decendelll was domiciled al dealh in ~ e E-fl,.1..A-foJ-O rr- Counly, Pennsylvania, with
be..... lustfamilyofprincipalresidenceal :?:::.j;~/ r-A;:'.-) ~~"i /I~
(Ii'1 \lu.'CI, number and mundpalil)')
't~ yeursofuge,died~.J~ S' I
,19 q(.
Decendent, then
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Excepl us follows, decedenl did nol marry, II'US nol ~ivorced und did nOI have u child born or adopted
afler execution of Ihe will offered for probate; II'US notlhe viclim of u killing and was never adjudicated
ineompelelll:
Decendelll at dealh owned properlY with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal property in Counly
Vulue of real cSlale in Pennsyll'ania
silualed as follows: pJ ON E.
s ?~ I 00 C) . M>
S
S
S
WHEREFORE, petilioner(,) re,peelfnlly.;;qu~s) the .E'Ob.ale of the last will and codicil(s)
prcsel1led herell'i1h and the gralll of lellers~
, ttC\I.lIl1Cnlar\'; adnuni\lralhm c.I.a.: admlnbtri:nlon d.b.n.c.t.a.J
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OATH OJ: PERSONAL REPRESENTATIVE
COMMONWEALTH 0..- I'ENNSYLV ANIA }::IS
COUNT\' 0..- CUMBERLAND
The pelitioner(s) ubol'e-lHlllled ",.ear(s) or affirm(s) Ihalthe Slalemenls in the foregoing pClition are
true and currect lothe hoslor the knowledge und belief of pelitioner(s) and Ihat as personal represen-
IlItil'"ls)of Ihe abme decedelll peliliollerls) \\ill ~j~IIY adm' , er the estale according 10 law.
S\\Ortl In ur affirrlletl iIl"l Sllb,cribed ~'~) ~<,.u/l ~
before me Ihi, 7lJAN1Jl\~T-II)~:~ of Y l
4-W. -' _~oJ_f-'-J0}h& t"'>/_ i
MAllY C. LEWIS H,'!:ill('r U ~
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No. 21 - 96 157
Estate of
MARION L nCE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 21, 19~, in considcration of thc pctition on
thc rcvcrsc sidc hcrcof, satisfactory proof having bccn prcsentcd bcforc mc,
IT IS DECREED that the inSlrument(s) datc;rl SEPTEMBER 29, 1955.
describcd thcrcin bc admitted 10 probale and filed of record as thc last will of
MARION L nCE
TESTAMENTARV
ROBERT J AMMEND
and Lcllers
arc hercby granted to
(k~.
FEES
Probate, Lellers, Etc. ......,.. S 200.00
Short Certificatcs( 5) .. .. .. . ... S 15.00
Rel\lmciation ................ S
x-page 3.00
JCP S ~
TOTAL _ S 223:00.
Filed ..... .~~~.~~~~Y. .~1", .l,~~~., ".... ,
MARY C. LEWIS
~).. J:..~ 1S~ 6/l?8c.
AnORNEY Sup, CI.I.D. No.)
2..1 W. f,hCrH '51" fo 13~2.(.'
Co-Jl.. 0... fDDRESSP~ nOI~
(7(")) 2-'f'J- 17., 0
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Called attorney on 2-22-96.
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LAST \'lIU, iJI j) 'I' ";STi\J,:illl'l' OJ.' LiAHlotl I" '!'lCb:
I, J.:arion L. Tioe, of l89 oOllth SjJrin~fi8ld Avonue,
Springfield, Uel" Jersey, do hereby make, l'lbliuh /lnrl deo1are
this my last will anrl testament ill tho In/lnnor and form following:
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:1 I!'IRST: I direot that all my ,ll1l1t d"htll /lnd flln"rlll
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'I expenses be paid as soon after my dl~'I' I~UU '"l oClllvenl"ntly oan be
done.
SECOND: I give, davt!!" 1I1ld hllrl'ltlllth to my hunlJl1nd,
Donald 1;. Tioe, all my property, whorouoovllr IlltU'ltll, 01' whioh
I I may die seized or possessed, or to wh10h I InllY hn ontit1ed at
I the time of my deoease, whether ren 1, JII'runn.,l nr In1XI,d.
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! me or perish with me at or nlJar thn F.nrnn t 1<1111, IIU II rllulll t of a
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11 oom:~on aooident or olltastrollhe, 1111110" 0l.rlllllllot'U100ll or oonditions
Ii rendering the C!uestion of s'lrvivoroh1p lJetwllon Iln either impos-
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THIRD:
Sho'lld my husband, !Jonnlcl ~I. 'j'100 I predeoease
sible of proof or reasonably doubtful, thllll 1n "I thet. of' these
events, 1 give, nevise n.nd lJequfJllth nll rny J.t'''pllrty, whereeoever
si tuate, of whioh I mny die "e1znd or 1'0',801l1l0d, nr to whioh I may
Ibe entitled at the time of my dooo,",", whothor real, personal or
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qmixed, to my son, .lobert J. '\/IHnond 01' Un10n I 1101'1 JOI'fley, and my
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I daughter, llrs. June Pooko of i';"st Ut'lllll~e, flew Jersey, to share
,anrl share alike.
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FOUHTII:
I allthnr111e 'wd empower my oxeoutor, here1n-
after named, to sell nnd diupooo 01' n11 or nny of the real estate
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:!of whioh I may die f10illed or l'()'IU""1l0d, at pUb110 or private sale,
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I'at suoh times IUlll on fluoh torlno /u\ll oonn1 t1011S f.lS he uhall deem
d
!~rolHlr, ann to eXlloute, nolcnnw1l'df:0 "lid deliver transfers thereof.
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I }'U'TH: I het"oby llol,.1n"tl', oonstitute and appoint my
usband, Donnld ~. T10e, eXlloutor nf
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or, in the event he should predeoease me, I nominate, oonstitute
and appoint my son, Robert J. Ammend, as exeoutor of this my
last will and testament in his plaoe and stead. and designate
that no bond be required of either of them in any jurisdiotion
where they may be oalled upon to aot.
SIXTH: I hereby revoke 1.1.11 former or other wills and
testamentary dispositions by me at any time heretofore made.
IN WITNESS V/HJ<;HEOl!', I herellnto subsoribe my name and
affix my seal in the City of Summit
State of New Jersey, this .;J C; day of September, 1955, in the
presenoe of ~t.rt.-tf) jjM:t,~nd .:;4.e-w;;" Lv. &~
whom I have requested to beoome attestin~ witnesses hereto.
~~t';/~
. arion L. Tioe
(SEAL)
The foregoing instrument VlIlS sUbsoribed, sealed. published and
deolared by Marion L. Tioe as and for her last will and testament,
in our presenoe and in the presence of each other. and we, at the
same time. at her request, in her presenoe and in the presenoe
of eaoh other, hereunto subsoribe our names and residenoes as
attesting witnesses this 2.7tf day of September, 1955.
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Sl'ri,llI'f'icld I !la\'l Jon;ey, do herehy 1I111Y.:e, iHblir.it n!le; deo1are
th1." m,'/ lrlUt. wi.l,l linn 1.l!nl;:u"p.Ilt. 1... '1,1'10 Ioll1nllOr nnrl form following: I
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I p.X]H?non:;l ')0 !1llid an soon n.ftar my cll:O' auo till oonvp.lliently oan be !
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20. If U.. 191. g,oa'., than Un. IB, 0.1., ,h. diK.,..c. on Uno 20. This 1.lh. OVERPAYMENT.
DID
21, If Uno 18 i. g,.al., ,ha. U.. 19, ..,., Ih. diK.,..c. a. U.. 21. This I"ho TAX DUE.
A. Enl., th.lnl.r"1 on th. bolance due on L1n. 21A.
B. E.I., Ihololal of U.. 21 a.d 21A on U.. 21B. Thl,l"ho BALANCE DUE.
Mak. Chock Payablo '0. l.gl,'.r a' Will., Ag.nt
.~~~7 'ell sun TO ANSWD ALL QUISTlONS ON RIVIUI 5101 AND TO RICHICKMATH I' , \",~at;lilil&
Und.r Plnahlts of p.rlury. I d.c1or. .hat I hov, .aomlned this r,'urn, including accompanying sch.dul.. and "orlmlnll. and 10 the bllt of my knowl.dg. and b.ll.f,
It I, tru., corr.d and compl.,.. I daclar. thai all r.ol ..101. has bit" '.portld at Iru. morb' volu.. D.c1aration of pr.por., oth.r .han th. p,nonal r.pr,"ntallvl II
bOl.d on all Information of which pr.par.r has any ~nowl.dg..
IIGHAru 0' 'U$OH IUPONSlllf. fOl 'lUNG .!tUIN AOOIUS DAlf
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If O' 'I('...IU 0'"(1 THAH ll'lIS(N,...nVf. AOOIUS
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
Ul1. O,IBI.ol R.lu,. 0 2, Suppl.m..'al R.lu,n
o .c. lImil.d Eliot. 0 Aa. Fulur. Inl.r... Camproml"
(10' dol.. 01 d.a,h 01,., 12.12.B2)
[16. O.c.dlnt Ol.d TlStal' 0 7. O.c.d.nl Malnlaln.d a living Trull
IA"ach copy al Willi IA"och copy 01 T,u"l
!;CX)UISIOHDINCI!AND CON'IDINTIAL TAX INfORMAnON SHOULD 81 D1RICTID. TO. ~.'';';,,4 '11,;;;;,
COM'U I MAlliN ADO
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COMMONwrAlTH o. 'fNNSYlV...NIA
oer....TMfNT o. I(VfNUl
Of"" 210601
H...I$lU.O.'. 17121-0601
01 "t" NAM llA'. PlU . AND MIOOU IN. 'All
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WCIAl SICUI.r, NUMUI
150-20-4897
DAIl 0' DUIH
1-5-96
/If .u"~IISu"'W1HG """sn 101......1 ".AS'. ,.." "NO MIOOtIINIII"11
N/a
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52
243-1790
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1. R.al Ellal. (Sch.dul. AI
2, Slod.. a.d Bond. (Sch.dul. 81
3. Cla..ly H.ld Slock/Partn...hlp 1.1.,." ISch.dul. q
4. MortgaB.' a.d Nol., R.c.lvabl. ISch.dul. 01
5. Cash, Bank O.posill & Misc.llan.ous P.rsonal Prop.rty
ISch.dul. EI
6. Jol.lty Ow..d P,op.rty 15ch.dul. FI
7. T,a.,/... ISch.dul. GIISch.dul. II
8. Tolal Groll An," (lolalllnlS 1.7)
9. Fun.ral Exp.ns.., Administrali.... Casll, Misc.llan.ous
hp..... ISch.dul. HI
10. D.b.., Mortgag. Uabllill." 1I... ISch.dut. II
11. Tolat O.dudlo., (Iolalll... 9 & 10)
12. N., Valu. of Eslol.llin. 0 minus lIno 11)
13. Charitabl. ond Go....rnm.ntal S.qulSII (Sch.dul. J)
14, N., Valu. Subj.dlo Ta'llIn. 12 ml.u.lIn. 131
15, Spau.al T,a.sf... Ifo, dol.' of d.alh ok., 6.30,94)
5.. Inslructions far Applicabl. P.rc.nlag. an R.v.r..
Sid.. (Indud. valulS from Sch.dul. K or Sch.dul. M.)
16. Amount of lIn. 1 A laxabl. at 6% ral.
(I.eludo vatuII f,am Sch.dul. K a, Schadut. M,I
17. Amaunl of lIn. lA toxabl. at 15% rol.
ll.elud. valu.. from Sch.dul. K a, Sch.dul. M,)
18. P,I.cipallo. du.IAdd 10. f,om lIn.. 15, 16 a.d 17,1
19. C,.dils Spousal Pov.rty Cr.dil Prior Poym.nll
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'01 DATlS 0' DIATH Anlll 12/31191 CHICK Hili
I' A SPOUSAL
POVIITY CIIDIl IS CLAIMID 0
FILl NUMIII 6
219 -0157
L.
OICIOINI'
COUNTY CODE
OMmll ADOI $
NUMIER
YEAR
One West Penn St., Apt. 118
Carlisle, Pa. 17013
DAn o. IIIIH
11-1-1911
Co."
AMOUN
fIUClION$1
03,
05,
-!-B,
R.malnder R,'urn
(10' dOl.' of d.ath p,lo, 1012.13.821
Fed.ral EIlal. Tax R.turn Rlqulr.d
Tolal Numb.r of Safe O.posit Box..
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27 W. High St.
Carlisle, Pa. 17013
111
(2)_89~092.35
131
141
(51 30,348.33
(6)
(7)
191 10,136.10
(10)
(B I
119.440.68
10,136.10
(111
(121
(131
(141
109J304.58
109,304.58
(15)
(16) 109.304.58
(171
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6558.00
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(1 B)
Oistounl
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(19)
1201
328.0Q
Clll'Ck 11l'IC .1 you (11(' 1l'CIUt'\!Ing n ft"und of your oVl'fpnynwnt.
6230.00
(211
121A)
1218)
6230.00
Executor, 1143 Linn Dr. ,Carlisle, Pa.1701'3""
3/12/96
POWER OF ATI'ORNEY
KNOW ALL MEN BY THESE PRESENTS. that I. Robcrt J. Ammcndof 1311
Liberty Avc.. Union. N.J. 070K3.do mllkc. constitutc and appoint my sistcr. Junc E, Fccko
of Cllrlislc. pcnnsylvania. as my truc andlnwful nllomcy for mc and in my \HUl1C and on
my behnlf to do nil lawful nets requisitc or proper to crfcctuutc thcsc prcmiscs with Ihc
snmc powcrs. nnd to all intcnls und purposcs with Ihc samc valillity as I could if pcrsonally
prescnt. hcrcby ratifying nnd confirming whatsocvcr my said allorncy shall and may do. by
virtuc hcreof.
IN WITNESS WHEREOF. I havc hcrcunto sctmy hand and scalthis thc f6J1:L
dny of January. 1996,
Witness:
~lSP.^L1
Robcl J. Anlll1cnd
"JiX:.
STATE OF PENNSYLVANIA )
SS:.
COUNTY OF CUMBERLAND )
On this, thc /fb-r]i dllY of January. 1996. bcrorc mc thc undcrsigncd officer.
personally IIppeared Robert J. Anlll1cnd. known to mc or satisfactorily provcn to bc thc
person whosc namc is subscribed 10 thc within instrumcnt. and acknowlcdgc that hc
Cltcculcdthc Slime for thc purposcs thcrein contuincd.
IN WITNESS WHEREOF. I havc hcrcunto sclmy Imnd and official scal.
~OIYU"" (:..~otary
,
N01~RIM. SEAL
G~ORG~ f. DOUGlAS. m N01~R'f PIlBlIC
CARlISl~ BORO. CUMBERlAND COUNtY
MY COMMISSION EXPlR~S JUN~ 26. t999
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.ase Prlnl ar T e
FilE NUMBER
2196-0157
COMMONWUllH 0' IINNlYlVANIA
IHHUlrANCI 'AX UTUIN
IUIDINT DlelDINT
ESTATE OF
Marion L. rice
(All p,aper'r Jolftll)'.O,""Il.d wllh Ih. RIghi of Sun-i"ouMp mUlt b. dhdol.d on Sch.dul. fl
ITEM
NUMBE~
DESCRIPTION
VALUE AT
DATE OF DEATH
1
Farmera Truat Co. money market'acct
30.217.65
2
Public Employeea retirement check
23.82
3
One Weat Penn refund
3.39
4.
TV Cable refund
11.57
5.
Allstate, premium refund
91. 90
TOTAL Allo enler on line 5, Reca
s
30,348.33
(Alloch odcfillotlol .Hi. )C 1'. ,t...'all more apoc. It "..d.d.)
&~
-~"'_..
Ir-UI1IJ.I1....
.
~~
(OMMONWIAlIH 0' P1NNIYLVANIA
INHUITANCe: lAX IUU1N
S"IDINIDleIDINI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI. 01. Print or Ty .
4.1<..'1;) N
I-.!.c€-
~/7fr o/S""1
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Fun.ral Exp.nl.11
Ho r-F M,6.11
tfo/; -v',,, {J
(:) C)-I h
/'yl e VY" 0 r< 11'-- (
t.~/{)(}.b-c)
J!J-; ,1 ()
A.
B. Admlnlstrotlv. COlt11
I, P.rsanal Representative Commisslans
Saclal Security Number 01 Personal Representative, Nu If C
Year Cammluions paid
2. Allorney Fees D<J") Ii> /.. f\ "> Dc-v ~L.A ~ < O",JG.l/-]') 3 SOo ,() ()
3. family Exemption
Claimant Relationship
Address 01 Claimant at decedent's death Ivo/J C
Street Addren
City State Zip Code
A, Probate Fe.. ~/W- ;U-3. DO
C. Mllc.Uanlaul Exp.ns.1I
1. b~ r P~L-- /I. to
2. ~7.S7
.., V e-M-A...---
3. Pi?, L- l ~. )-~
4. f A'd~t;o4 '<~ ).,.;: . 0 ()
5, (('~ 1lu,[b. ~ hA>1! ~-r I tJ() , 00
6,
7.
8.
TOTAL (Also enler on line 9, Recapitulation) S
(II mar. spac. II no.d.d, In..rt additional sh...s al sam. .Ix..)
-.:J:.
COMMONWlALTH OF PENNSYLVANIA
COUNTY OF CUM'ERLAND
}
SI:
June Fecko. POA for Robert J. Ammend
beIng duly sworn eccordlng to lew, depales end UYI thet she 1s the POA fo.L.ll.l1h.ctl....J-,--
Ammend. Executor of the Estete af Marion L. Tice
lat. of Carlj.,sle_ ,,_ __.,.., .__'_ ,___ , Cumberlend Caunty, Pe.. dac.u,d and that the
him t;xecu tor
withIn 1& en Inventory made by ,_ - , the leld
af the entire estete of leld decedent, conllstlng of ell the perlonal prop.rty end reel edete, ..capt reel eltete ouhlde
thl Cammonweelth of Pennlylvenil, end thet the figures oppaslte eech Item af the Inventary repres.nt lt'l felr valu.
II of the dete af decedent'l deeth.
Sworn to
end sublcrlbed before me,
)
/t"J<..'- c!: J_C.<!-h<
IIPOA for ExJ~t~lff; 1t'8Il~~~t~.
1143 Linn Dr.
/;~ //
,
~ cl...2-0 19 96
\~!.tl1) (V-;r
Ammend
Carlisle, Pa. 17013
Addr...
NolariaI Seal
Arm M. CaxJ'l,)laly NlII:l
CMs\'IJcro. Cu1tJof1.ind cwtv
MvCc.r.rI"~E)')IIWJIJt14.1097
Dete of Deet
DIY
January
Month
1996
V..r
INSTRUCTIONS
I. An Inventory mUlt be flied withIn three manths .Her eppointment of perlanll representetlve.
2. A lupplement Inventary mud be filed within thirty deYI of discovery of eddltlonel elSeh.
3. Addltlanellheeh mey be elteched IS to perlonelty or reelty
4. See ArtIcle IV, Flduclerles Act of 1949.
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____._______o____..______ __. -__...._........_________________
RECEIVED FROM.
&
ACN
ASSESSMENT P:'
CONTROL 1;1
NUMBER
AMOUNT.
DOUGLAS GEORGE FIll ESG
27 W HIGH ST
Ivl
.C:I,t:~u.vu
CARLISLE, PA 17013
SSN 1:50-20-4997
(fiRST) (Mil
L
II fOSTMAIK
COUNTY
CUMBERLAND
DAlE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
.6,230.00
VZ
~-'1 './
\, I.t
RECEIVED BY;' '(1/).,.1 ( , C fi.1.I<./<')) PI-V
, ~~A1UI:? ):'/ '
. J 1(', ../.
MARV C. LEWIS ,,,. '. ,
REGISTER OF WILLS /./,,/.
-------------- - -.- -----.------~-.."f7"-.-
- '" ' - , .
, J ," .. _, .
JUNE E FECKO
C/O GEORGE F DOUGLAS III ESQ
CHECK" 9
SEAL
REGISTER OF WILLS
.-
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p-
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/;/
R!V~1547 EX AFP 112.95)*,
t~ALTH Of PENNSVLVANIA
D(...TItENT Of ..YlNUl:
It,It[AU Of' INDIVIDUAL u.xfS
DEPT. 210'01
HARRISIURC, p, ll'ZI-O'Or
/ s: F~) ,1
CL--'
AcN 101
NOTICE OF INNERITANCE TAX
APpRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIONS ANO ASSESSMENT OF TAX
GEORGE F DOUGLAS III
27 W HIGH ST
CARLISLE PA 17013
DATE 07-08-96
o FILE NO.
DAlE OF DEATH 01-05-96 COUNTY CUMBERLAND
H01El TO INSURE PROpER CREDIT TO YOUR ACCOUNT, SU8MIT THE UPpER PORTION OF THIS FORM WITH YOUR TAX
PAYNENT TD THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allaunt R..Uhd
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiV:iSW-EX-"i=ji-nz:9STiiij,(iCE--OF-YHHEiiii';;HCE-TAX-WiiiiAisEHiiir-;-"ii.-owANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF nCE MARION L FILE NO. 21 96-0157 AcN 101 DATE 07-08-96
If an assessmen~ was iSSUBd previoUsly, lines 14, 15 and/or 16, 17 and 18 will
reflec~ figures tha~ include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AaaUnt of Llno 14 .t Spous.l r.to (15)
16. A.aunt of LIn. 14 taxable at Lin..l/Cla.. A rat. (1&)
17. A..unt of Lln. 14 t.xoblo .t Call.t.r.l/Closs B r.t. 1171
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
03-21-96
TAX RETURN WAS. I I ACCEpTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Elt.t. ISchodulo Al III
2. stackl and Bondi ISchedul. B) 121
3. CloSlly Hald stock/Partnership Int.,.a.t (Schedule C) (3)
4. "ariD.gel/Hot.. Recaivable (Sch.dule DJ (4)
S. Cash/Bank Depolita/Hilc. P.rlonal p,.op.rty (Schedule El 15)
6. JointlY a.n.d proporty ISchodul. FI 161
7, Tronlforl I Schodulo G I 171
a. Tot.l AI.ah
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expan.../Ad.. Cost./Hhc. b:pense. (Schedulg H) (q)
10. Dobtl/Martg.go LI.bllltlos/LI.nl ISchodulo II 1101
11. Tat.l Doductlonl
12. N.t Velua of Tax R.turn
13. Charitable/Govern..ntal Bequests (Schedule J)
14. Hot VIluo of Elt.t. SubJoct to T..
NOTE:
RECEIPT
HUMBER
AA11Z645
DISCOUNT 1+1
INTEREST I-I
327,89
PAYMENT MUST BE MADE BY 10-06-96.,
I XI CHANGED SEE ATTACHED NOnCE
.00
89,092.35
.00
.00
30.764.47
.00
.00
e&1
119.B56.82
10,136 10
.00
UII
U21
1131
U41
1 n .1::\~ 10
109,720,72
.00
109,720.72
.00 X .00.
109,720.72 x .06.
.00 x .15.
11&1
, DO
6,5B3.25
,DO
6,583.25
AMOUNT PAID
6,230.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,557.89
25.36
,DO
25.36
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
.
~
RESERVATION' Estlt.. of deCedent, dying on D~ before Dece.ber Il, 1'12 .. .f eny lutur. Int.r..t In the ..tet. I, trlnl'.r,.ed
In po.....lon or InJo~t to Cl,.. . (colllt.r.S) beneflel.rl.. of the decedent ,'t.,. the I.plr'llon of eny ..tet. for
llf. or for y..r., the C~.lth ~r~y ..pr".ly r...rv.. the rIght to ~r.I.. end ...... trlnl'.r Inherlt8nC1 T....
It the leNful CI,.. I (colllt,rt.) r.t. on any auch lutur. Int.r..t.
PUIIPOSE 01
HanCE. To fulfill the ,.equlr"""t of s.ctlon 2140 of thtl InhlI,.1tancl Md Elt,t, hx Act, Act ZZ of 1991. 72 P.S.
Section 2140.
PAVPt[HTI OIItllCh the top portion of thh Notle. end IUbtl1t with YOU,. PIYHnt to the ReglUe,. 0' NUts printed on the nY8,... .Ide.
...... cMck or ""'v order pIyllbl, tal REGISTER OF HILLS, AGEHT
AU p~tI rectlVed shall flnt tM app1JlId to Wly Int.r..t which ..y tN dull with Wly n..h.,. .,.Ued to the tax.
AEf1ICD Cath .. nfLnd of · tax cr_it, WISch .... not ".qulltld on the 'IX Aetu,.", "Y b, recwu..t_ by co.pletlng WI "Appllc.tlon
'or R.knS 0' Pem.ylvWlJe InherJtItnC. end E.tltl T.... (REV-UU). Appllc.Uon. .r. IV8UIb1e .t the Offlu
of the Regl.t.r of NIII., WlY of the Z5 R.vanul Ol.trlct Offlc.., or by cllllng the 'pecl.l Z4-hour
anawerlng ..rvlce nu.ber. far far., ord.rlnar In Penn'Ylvenl. 1-'OO-56t-Z050, aut.lde Penn.ylvenl. end
within loc.1 Harrisburg .r.. (717) 7'7-1094, TOO. (717) 77Z-ZZSZ (Hlarlng I~alrld Only).
DlJECTIOHSI Any p.rt, In Int.r..t not ..tl.fled with the Ippr.I.a.ant, allowance or dlaallowanc. of deduction., or .....--.nt
of t.. (Including dl.count or Int.r..t) ., .hown on thl, Hatlc. au.t object within .I.ty (60) d.y. of racalpt of
thb Hotlce bYI
--written prot..t to the PA Dep.rtllnt of R.venue, loard of Appaal., Dept. ZIIOZI, Harrisburg, PI 17121-1021, OR
"'-electlon to have the "U.r dat.r.lned .t audit of the account of the par'onal rapr....,t.UYl, OR
--appaal to the Orphan.' Court.
AIlIlIN
ISTRATlVE
CllAIIECTIDIIS.
FlOtual .rror. dl.eGY'~~ on thl. all"~l should be Iddr"lad In writing tal PA Depa,.t-.nt of R.venue,
Iu,..au of Individual T...., ATTH, Po.t A....aalnt Reylew unit, Oapt. 280601, Harrl.burg, PA 1712..0601
Phone (717) 7'7"'6505. S.. Pig. 5 of the bookl.t "In.tructlon. for Inheritance T.. A.turn for. R..ldant
Decadent.. (REV-ISOI) for WI explenatJon of adalnlltr.tlvely corractabl. 'rrorl. .
DISCOUll'''
If MY tex ilia 11 paid N!thln thr.. (5) callnd.r ItOnth. .ft.r thll dacedant"l de.th, . Itv. percant (n) dltcOW'lt of
the t.. p.ld I. 'UOWed.
The In tlllC ....b non-p.rtlclp.tlon J*\II ty h co.putad on the tot.1 of the tex and Int.r..t ......ad, and not
paid bafor. January II, 1996, the flrlt day .ft.r the and of the t.. lInt.ty periOd. Thl. non-partlclp.tlon
PlNilty h .....Jebla In the ... unnar end In the the .... U.. p.rlOd II you would 1Ippa.1 the tax end Int.ra..
thlt hal bean ....... .. IndlClltad on thh notice.
PENAlTYI
IHTER!STI
Intlr..t It CharDad baglMlng with Itr.t d8y of d.lInquency, or nine (9) ItOnthl end one (1) day fra the data of
delth, to the data of P'YMnt. Till" Nhlch bee... delinquent bafore JlInUIIry 1, 1912 b..,. Inter..t .t the rata of
.Ix (6%) parcent Plr annu. c.lcul.ted .t . d.lly r.t. of .000164. All t.... Nhlch _... dlllnquant on and .ft'r
J~ry I, 1912 NI1I baar Int.r..t at . ret. which NI1I vary fra c.lander y..r to c.lendar y..r Nlth that r.t.
~ by the PA o.part-.nt of A.yenue. The appllcabl. Int.r..t r.t.. for 1912 through 1996 .r.r
!!!! Intlre" R.t. Dally Int.r..t Factor !!!r Int.r..t Rata O.lly rnt.~..t F.ctor
1912 2ax .000541 1917 n ,OUZU
1913 lOX .000451 l,al-I991 IU .000301
1914 IU .000501 1992 n .100247
1985 In .DOD556 1995"1994 7X .000192
1916 lOX .OOOZ74 1995-1996 n .00OZ47
.....Int.r..t I. calcul.tad .. fOUON.,
INTEREsT . BALANCE OF TAX UNPAID X NUK8ER OF DAYS DELINQUENT X DAILY INTEREsT FACTOR
--Any Notlc. I.sued .ft.r the tax beeoae. delinquent will ".flect an Intar..t calcul.tlon to flft"" (IS) day.
beyond the date of thll ........,t. If P.y....t h ... aft.r the Int.rut cOIIpYtaUon date .howl on the
Notlel, eddltlonal lnt.r..t lU.t be c.lculatad.
"':',',':
i;oiv..oo II ..... .a."
~.> o. ...
it;" COMMONWEALTH O' PENNSYlVANIA
F"::, . DE'AITMENT O' REVENUE
'It"", , IUllAU 0' INDIVIDUAL TAXIS
'1),(. . , DEPT. 210601
~;~.;." HAlRISlUIO,'A 17128-0601
~h, DECEDENT'$ NAME
'Jl.
$.:....
;f-,;:
t SCHIDULI ITIM
.. NO.
r/
INHERITANCE TAX
EXPLANATION
OF CHANGES
PIlE NUMIER
ACN
EXPLANATION O' CHANGES
E
__,MJ\llt~d,tll._r.turn,peruletter d~ted ItIlY J. .1996.
. -. ~_. ~,,-'+-".-'- ~. - .._-~-- ._~
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_.__H__._ ,~-... -..,---.~. ----.---.--.-~..-.._.-_..--..-~------~-.-
--_._-----_.__..-._~- --.---..-.- ..--~- .-~--' _. ------.-.. .' --..~._-- . --.- ---.. -.. --.- -... -. . .-._--- -.... . - ...,- -... -- -~.-~-_..._-..__..._--
-'-"'-'~" -..---..-....----.---.
._._.____.___~.____.H..__.___________._.__ .--------..- -,..~,.
.'- .--_. ".. -...-...----.-.-.....---.--...--
~------_.-..-_._-_..._-----_._...-.-_.~--_... . -_.._~........_.- --........--- .
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._..__... __ _...._.__..._.n._ ~_..._.... .-- -.... -.. ..-'--- ---- -.... -- --~. - . ..
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Lawrence 5z01108Y
PAGE
TAX EXAMINER,
-- - -.....-." -.... . -
--- ----,.-- - -- --.. -- ---- - - _. -- - _. - -- - --- - _. - - -_...
'i!;St~~..~w.'1' . ".;:;;--."..'ljJ,....'... ...... """,.., .,.... ......,.. '.' " .
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'1' .?- " .. ''\'...iA -v'.J-;:it-R:'~~;" ,\.)f~'r.;i;':".}:<'~,'"f'!,'.{::.t,::,.1'~,%...:.':'~~t).\t.-.;.~:~'t't\.,;,':1"0~'~.~'g,,~.?,..:,,_..,:,";;';'''~.!''.}i}'' . . . ,'J\, .-.--.:
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, i.c. " ',;: ~~:~;'" '~)ir;:&\- . ;01, V.t~,?rh!ll;-;,ri~~1f~:r~:;\'k}:/~,~i{Sj:i'~),:'l~~~,'.:::'::~;'
" . ".ORl&r7.!1...~\j:tI\fll"~N..'~'~;.-:.':->,:,,."'.:.~::'t,..,~.,>>.., '."n~t...>}'.-JI;--....'..j.m.)!'J....(.,..."_.",: ;I~,"~)f,~.:." t..... 'i': '''';:'. . .,..r..
" .~. '....n. 'P" IY&:~~INH~' ClAN D ~TAX'" h'.' .... .,
j.. .,'" . '. ' ..""-!.;""'~/~:",.,.'."..,.~--~
, -." . .. __.... .'.;' ". . . . ',.' . .. '.' ."__ ''-'''..-.:..' \';,' __ ~',:-..'-- 'C"'. '.'.,'
;r. '~'>4-.. .....".__,.-c,~ ' ..."..f c." ~-.,' __ ....... ,,', ..,", '. . "fi "..--'. ". .' .... -- ,.. ..... '" .,,'.
RECEIVED FROM,
&
ACN
ASSESSMENT P:'
CONTROL Ii;I
NUMBER
AMOUNT
DOUGLAS GEORGE FIll ESQ
27 W HIGH ST
101
.C::~..::fO
CARLISLE. PA 17013
ESTATE INFOIMATION,
m IL NUMBER
U 21-1996-01:57
m NAME Of DECEDENT (LAST)
ia nCE MARION L
II E Of PAYMfNT
m fO~TMAIK lIATE
UNTY
SSN 1:50-20-4897
lFIRST) IMtl
CUMBERLAND
DATE Of DEATH
REMARKS
II TOTAL AMOUNT PAID
.20.3b
CW
JUNE C TECHO POA
C/O GEORGE F DOUGLAS III ESQ
CHECK" 13
SEAL
RECEIVED BY - 0) .l/
tJ U,
MARV C. L WIS .",/j.il/.lj&/'/t
REGISTER OF WILLS . ;
REGISTER OF WILLS
. .
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;E~7 EX AFP (12-95*
COHHONWEALTH OF PENNSYLVAHIA
OEPARTHENf OF REVENUE 'L.
BUREAU OF INDIVIDUAL TAXES ,:1
DEPT. 210601 .
HARRISBURC, PA 171:1-0601
ESTATE OF TlCE MARIOll
DATE OF DEATH 01-05-96
FILE NO.
COUNTY
ACN 101
NOTICE OF INltERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 07-08-96
21 96-0157
CUMBERLAtlD
L
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
GEORGE F DOUGLAS III
27 W HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAllD CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE
.-
RETAIN I,OWER PORTION FOR YOUR
E. Anount Ro"1tted
=T~ 37,-
RECORDS ......
4..........__..=-_:::.__-:...:~~._~.~.._......":'..~-. .~. ;..~
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Dividend Bell South 216.72
Dividend AT&T 85.80
Dividend Rockwell 99.76
Dividend Rockwell 167.00
TOTAL INCOME REAL ESTATE NONE
TOTAL INCOME, PERSONALTY $925.84
TOTAL PERSONALTY: 124,174.64
TOTAL DEBITS: $124.174,64
CREDITS
I.
2.
3.
4.
5.
6.
7.
8.
9.
10.
II.
12.
13.
14.
15.
16.
17.
18
TOTAL CREDITS:
The Accountants herein credit themselves with the following:
Hoffman Roth Funeral Home
Hollywood Monument Co.
Hollywood Memorial Park
United of Pa.
TV Cable
Register of Wills, Letters
PP&L
Register of Wills, filing inventory and appraisement
Register of Wills, agent, inheritance tax
Douglas, Douglas & Douglas, allorney fee
Register of Wills, agent, additional inheritance tax
W.H. Newbolds. broker's fee for AT&T
W,H. Newbolds, broker's fee for Bcll Atlantic
W,H. Newbolds, broker's fee for BellSouth
W.H, Newbolds, broker's fee for PP&L
W.H. Newbolds, broker's fee for Rockwell In!. Corp.
Regisler of Wills, filing final account
Darlene Moyer, personal taxes
6,100.50
60,00
25,00
11.80
27.57
223.00
63.23
25.00
6,230,00
3,500,00
25.36
245.53
299.26
362.38
173.95
311.74
107.00
11.00
$17,802,32
RECAPITULATION
TOTAL DEBITS
TOTAL CREDITS
BALANCE FOR DISTRIBUTION
$124.174.64
17.802.32
$106,372.32
~~t<<- e J-u.~ r"",4 (SEAL)
J ne Fecko, POAl Robert J. Ammend, Executor
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
',*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAM DIVISI"
DEPT. ,.0601
HARAIIIURG, PA 171ll-0'01
llfoltIlU,,,m..u
GEORGE F DOUGLAS III
27 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-05-96
nCE
01-05-96
21 96-0157
CUHBERLAND
101
.
HARION
A.aunt R..ltt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To inlure proper credit to your account, lub.it the upper portion of thil for_ Mith your tax pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'i';:i6'iii"Eii-AFji-foY:96r-muiiiiii-iNifERi''fA'NCE'-i'AX-STATEH-ENi'-OF'-A'ifC'ouifT--il-.iimm_mm__------
ESTATE OF nCE MARION L FILE NO.21 96-0157 ACN 101 DATE 08-05-96
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIOURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT I 07-01-96
PRINCIPAL TAX DUE I ___.......,_... ._______.~.________.._,_..___,._
6,583.25
PAYMENTS CTAX CREDITS),
PAYMENT
DATE
03-21-96
07-11-96
RECEIPT
NUMBER
AA112645
AA146518
6,230.00
25.36
DISCOUNT C+)
INTEREST C-)
327.89
.00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,583.25
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN .1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
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PAYJENTI
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DI.~ the toe,)lortlon..J;:1hh NoUu n ,ubII!t with your p.y.....t .eM p.webh to the n8M Md IMktr...
p~tMl on ~ rlvlrsUCdl.
If RESJDEKT DECEDENT ... eMU or IM)M)' order plyllble tOI REGISTER OF WILLS, ACENT.
If NON-RESIDENT DECEDENT ... check or NM)' order payllbll tOI COHttONWEALTH OF PENNSYLVANIA.
All PayMntJ rec.lved lhall ~ epplJed Unt to eny Int.r..t ......ch .IY be due with MY r...lncMr .,,11ed to the tax.
REF\HI (CR) I A r.flftd 0' . tlX crecll t, which .... not r.quelted on the 'IX Return, .IY b, r~.ted by cOIIPlaUng' WI
"applicatIon for R,fund of P.nn.ylv.nJI Inheritance and elt,t_ 'IXw CREV-131S). applIcatIon. .r. .vaJl8bl, at
~ Offlc"O' the Regl,tar of Willi, en)' of the ZJ R.v~ DIstrlct Dfflc.. or fr~ the Depart-.nt". Z4-hour
enSMer!.,. ..~lc. ~r. for for.. orderlnGl In P~.)'lv."l. 1-800-362-2050, out.lde penn.,lv.nl,
~ within locI 1 Harrisburg .r.. (717) 7.7-a094, TOOl (717) 71Z-ZZ5Z (He.~lng I.,.l~~ onl~).
REPLV TOI Que.tlon. ~...~dlng ar~on cont.lned on this notice should be Mldr...ed tal PA Depart..,t of Aev......., Bur...
of Individual Tax.., ATTNI Po.t A....aaent Aevlew unit, Dapt. Z80601, H.rrlsburg, PA 11128-0601, phone
(711) 787-6505.
DISCOIMTI
If any tax due I. paid within thr.. (l) c.lendar ~th. .ftar the d.cedent.. d.ath, . ,Ive percent (SX) dl.count
of the tax p.ld I. .llowed.
PENALTYI
The 1St t.x ......t~ non-p.rtlclp.tlon penalty It caputad on the total of the tax end Inter..t ......., and not
peld bafore JMUllry 11, 1996, the flr.t da~ .ft.r the and of the tex .-M.ty period.
INTEREST I
Int.re.t It charged batllmlna with fl~.t ct.~ of dellnquanc~, or nine (9) ~th. and, one (1) ct., 'ra the ct.t. of
de.th, to the data of p.P....t. T.x.. which bee.. dellnquent bII'or. January 1, 191Z bear lntere.. .t the r.ta of
.Ix (6X) percent PI~ ~ calculated at . d.ll~ ~.t. of .000164. All tax.. which bee... d.llnquent on and a't.~
Januar~ 1, 198Z will baa~ Int.r..t .t . rat. which will v.~, fra cal~~ ~e'r to cal~r ~.a~ with that rata
announced b~ the PA Dep.rt-.nt of A.venue. The appllcabl. Inter..t rat.. 'a~ 191Z through 1996 .r'l
Y... Int.~..t Aate D.Il~ Int.re.t factor V'1r Inter..t Aate Dall, Int.re.t Factor
1912 2U .000541 1987 'X .000247
191] lOX .00008 1911-1"1 11X .0DDnt
1.14 11X .000301 1992 OX .000247
1'15 UX .000356 199'-I994 7X .ODDl9Z
1916 lOX .000Z74 1995-1996 OX .0DDZ47
--lnte~'lt II calcul.ted .1 follow'l
IIlTEJlElIT . BALANCE OF TAX UHPAIO X HUKBER OF DAYS DELINQUENT X DAILY IIlTEJlElIT FACTOR
--Any Notlc. llsued .ft.r the t.x bacOllI delinquent will reflact an Int.r..t c.lcul.tlon to flft"" (15) da~.
be~ond the data of the ...........t. If p.YMftt 11 UdI .ft'r the Int.r..t cHPUtaUon Ht. Ihown on the
Hatlce, additional Intare.t .u.t be c.lculated.
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