HomeMy WebLinkAbout96-00166
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THIRD
It is my specific desire and I hereby so state that my grand-
children, named above, divide as they best see fit any tangible
personal property which I own at the time of my death.
FOURTH
I direct that my Executor or Executrix hereinafter named shall
not be required to give or post bond for the faithful performance
of their duties in any jurisdiction.
FIFTH
I nominate, constitute and appoint my daughter, BETTY IRENE CLARK
Executrix of this, my Last Will and Testament. Should she predeceas
me or otherwise fail to qualify or cease to act as my Executrix, I
appoint my grandson, RICHARD H. CLARK, as contingent Executor of
this, my Last Will and Testament. No individual fiduciary shall be
required to furnish bond or other security for the performance of
his/her duties.
IN WITNESS WHEREOF, I have hereunto set
\ '1~'
my Last Will and Testament this oLG day of
my hand and seal to this,
S fdil
, 1985
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ANNA M. HUMMEl.
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GRIFFIE 8< TURO
ATrOnNltYa.AT"LAW
.00 NOATH HANOVER eTRl'trT
CARLISLE. PENNSYLVANIA 1701:5
'8 NORTH MARKET aTnl'CT
MECHANICS BURG, PENNSYLVANIA 1701511
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
)
) SS
)
COUNTY OF CUMBERLAND
f2 ("I" I -rZt (?o
T?/J,:l-I""'..; '-
,
and 47J/r?~
We,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the instru-
ment as her Last Will; that she signed willingly and that she exe~
cuted it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of Testator was
at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
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sworn or affirmed to and subscribed before me
and hnt (() '1:!l(ltJ/A witnesses this
qw'i" day of ~l-p,b/')lb~-L ,1985.
GRIFFIE & TURO
ATTORNEYS.AT-LAW
.00 NORTH HANOVER STREET
CARL.ISL.E. PENNSVLVANIA 17013
US NORTH MARKET STREeT
MECHANICSBURG. PENNSVLVANIA 17085
21. lIlIn. 181, g"ol" lhon Un. 19, .nt.r the diKer.nc. on line 21. This i. the TAX DUE.
A. Enler thein'"..' on ,hi balanc, due on lIn. 21A.
B, Enltr ,ho '0'01 01 Uno 21 ond 21A on L1no 21B. Thil i1,ho BALANCE DUE,
Moh Chick Payable to: Rlgbt., of Will., Agent
'.l)I;.~J,\Wj;:t;~':.'~, 81 SURETO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH '.:."
Undo, ponollio' 01 porlury, , docloro ,ho' , ho.o ..omlnod ,hi! ro'urn, ;nclud;ng occompony;ng "hodulo, ond "olomon", ond '0 ,ho bo.' 01 my knowlodgo ond bol;ol,
;'10 'ruo, corrod ond complo'o, I docloro ,ho' 011 rool 0"0'0 ho. boon roportoel 0' truo morbI .oluo, Dodoro';on 01 proporor o.hor .hon Iho pononol ,opro.on'Oll'O ;.
based on all information 01 which prepare' has ony knowledg.. 71
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I~ .v. , Il.../...l! ~<.~c:' !,( )) F '.1 {I, (( -I //1.. ,9<;:-
"O"AlU" , .m 0'"'" 'eo""" .~.. D'" d /r /"'"
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'OR DATlSO. DIATH AnlR 12/31191 CHICK HIRI
" A SPOUSAL
POVIRTT CRlDn IS CLAIMID 0
fiLl NUMIIR
d./
COUNTY CODE
DlUDIN ., CQM'LI "OOIU!!
304 Manchester Road
Canp lIill, PlI17011
c.", cuITbcr land county
AMOUNt l(ClIVID l!ln INStJUCTIONSI
lEV.UOO u.. (1'~'1
J.';>-81-cLJ
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
YEAR
~
9"
0/(,"
NUMBER
i
fil
III
co
COMMONWEALTH Of ,nmsnVANIA
DEPARlMENT Of l(V(NU(
DlPT.1I0601
HAUISlUIO.'A. 17121.060'
of DIH" H"",t ILln. flU , AND MICDlI INIII"lI
HUlTlTel, Anna M.
!OCIAL $IeURln ~.u
162-50-8537
o 3. R.maind.r R,turn
(lor dD'" 01 doo,h prior '0 12.13,B2)
o 5. Fed.rol EIlol. To.ll Return Required
~ 8. Total Numb., of Safe D.posit BoxII
DAn. Of OlAtH
1/16/96
pf AH\l(.llltllUIVtYlHO UQlJU'1 H_. (\.I.U. '11S1 "NO /IIllOOl.llHtIIAl1
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liB 1. O';olnDI Ro.urn 0 2, Supplomon,ol Ro'urn
o ... limited EIlolt 0 AD. Futur. Inttnll Compromh.
(10' do... 01 doolh Dho, 12, I 2,B21
!Xl 6. Dec.d.nt Di,d Tlllall 0 7. Oec,dlnt Malntaln.d a living Trull
(Allach copy 01 wnll (Alloch copy 01 T,ulll
, MDINa.'ANIJ,CONFlDENTIAL;TAlUNFORMAnON SHOULD,BE- DIRECTED TO,..,;: '..;..1' 111\:;
COM'U H MAlliN ADOI U
32 SOuth Bedford Street
carl~~, PlI 17013
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0' 31 c:.,',
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(B) 67,382.36
11,827.18
(111
1121 55,555.18
113) 0
(\A) 55,555.1B
0
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x .06. 3,333.32
)( .15. 0
(IB) " ,11 ,7
119) 166.67
(20)
(21) 3,166.65
(21A) u
{21BI 3,166.65
Turo, E.squire
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1. Rool E"DIO (Schodulo Al (1) 0
2, S'ock. Dnd Bond. (Schodulo BI ( 2) 6,200.00
3, OD.oly Hold S'ocklPortno"h;p In'oro.' (Sthodulo q (3) 0
... Mortgages and Not.. R.ctivoble (Schedule 0) ( 4) 0
S. Cash. Bank Deposits & Mi.ullaneous Penonol Property (5) ??/Qn1 1';
(Schodulo E)
6. Joln.ly Ownod P,oporty (Schodulo Fl (61 38,275.00
7, T'D"I... (Schodulo GI(Schodulo L) (7) 0
B. TOlal Gro.. A...1s (Ialollin.. \.7) 11,827.18
9. Funeral Ex~en..s. Admini.ualive Costs. Miscellaneous (9)
Expon.o, ( chodulo HI
\0. O.bts. Mortgag. lIabiliti... li.ns (Schedule I) (101 0
11, T o.al Dodudio" {'ololllno, 9 & 101
\2. Net Value of eslal. (lin. 8 minus line 11)
\3. Charitabl. ond Governmental Bequ..ts (Schedule J)
U. N.t Valu. Subjed to Ta-. (lIn. 12 minus line \3)
15, Spou'DI T'Dn"o.. (lor dOlO' 01 doalh ohor 6,30,94) 0
SH InstNdions lor A~plicabl. Perunlag. on Revene (IS)
Side. {Indude valu.. rom Schedule K or Sch.dule M.l
\6. Amounl of line \ ~ taxable at 6% role (t6) 55,555,18
(Indud. values Irom Schedul. K or Schedule M.)
\7. Amounl of lIn. \ ~ taxable 01 \ 5% ral' (17) 0
(Indud. valu.. From Sch.dul. K or Sch.dule M.l
IB, P,;nclpol'Dx duo (Add 'oxlrom lino. IS. 160nd 17.)
19, Crodill Spousal Poverty Credit Prior Paym.nts OJ.count Inler"l
+ + 166,67
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20. If Une \Q 11 gr.oter thon Une \8. enter the diHer.nc, on line 20. Thi, 11 the OVERPAYMENT.
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lrv.lJOIlh P.t1l
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plla.1 Print or l' I
FilE NUMBER
COMMONW!AUH O. PlNNSYlVANIA
INHnITAHC. 'A. .nu.N
....DlNT Dle.D.NT
ESTATE OF
HUl11Tel, Anna M.
lAU -'" ....dy.ewMd with tho Rllh' ollu..lv...hlp ..." '"' dl..loood .. khod.1o ')
2J96-01&&
ITEM DESCRIPTION VAWE AT
NUMBER DATE OF DEATH
1. Dividend - Carlisle Corporation 117'.60
2. Interest - CO's 521.84
3. Checking Account - PNC Bank 10,' ..? 47
4. Harris savings CO 12,045.45
S 22,907.36
(Anach additional 8)1,- x 11- .......If mort apac. I, nHdtcl.1
.
.
If~IJOtI" (11-11I
'*
COMMQNWIALIIt O' P1HHIYLYANIA
IHHIlITAHQ we IIIUIH
1..'OINT OICIOIHT
SCHEDULE F
JOINTLY-OWNED PROPERTY
Hunel, Anna M.
Jolnllonanl(')'
I fiLE NUMBER
2196-0166
ISTATI OF
NAME
A. Betty 1. Clark
ADDRESS
304 Manchester Road
Carrp HI. \1 , PA 17011
RELATIONSHIP TO DECEDENf
Daughter
8.
C.
"
Jolnlly..wnod property.
ITEM LETTER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET ,",INT, DECEDENT'S INTEREST
TENANT JOINT
I. A 8/13/92 PNC CD 8,000.00 50 4,000.00
2. A 2/6/92 PNC CD 30,375.00 50 15,187.50
3. A 4/21/92 PNC CD 5,000.00 50 2,500.00
4. A 6/10/92 PNC CD 6,000.00 50 3,000.00
5. A 11/30/9 PNC CD 4,050.00 50 2,025.00
6. A 6/6/95 PNC CD 5,000.00 50 2,500.00
7. A 1/11/94 POC CD 18,125.00 50 9,062.00
TOTAL IAl,a enle, on line 6. Recapilulallan) 538,275.00
(I' more spoc. ;, n..cI,rI in.." oc/ddional .hHf. 01 Jom, size)
.
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OP-CUMBERLAND
We,
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and '77Jfr'~
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the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the instru-
ment as her Last Will; that she signed willingly and that she exe-
cuted it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of Testator was
at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
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Sworn or affirmed to and subscribed before me by'i--):')l~ ,/,., '--
o.;{c'l J..
and 'I ri t I <~ \/--;;:f1 t.',
,
day of >Jl.p b ,nul! L , 1985.
witnesses this
'j
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."t, 1)1 l \ I. II ~ ( , I
Nota'ry Public ..;' ..J'
mur WIN NrGlrv, Nol.ry Public' .
C..lisla, Cumbrrl.nd Co.. PI,
My Commlulon bplrosl.larch 27. 19!9
GRIFFIE & TURO
"''''ORNEVe.AT-LAW
.00 NOATH HANOVER 8T,.lurT
CARLISLE. PENNSYLVANIA 17013
10 NORTli M"RKItT IlTAII:t:'T
MECI-fANICSeURG, PENNSYLVANIA 1701515
~./
REV-1547 EX AFP (12095*
COtI'tONWEIL TH OF )(HHSYl"'"IA
DEPAATttENT OF REVENUE
aURfAU Of INDIVIOUAL TAXES
DEPT. llO60l
HARAJSlURG, PI 1712"0601
15,31-:(
C-L-.
ACN 101
NOTICE OF INNERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DAT! OF DEATH 01-16"96
DATE 07-08-96
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
RON TURD ESQ
32 S BEDFORD ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
""ount R..Uted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
REY:is'4i-Ex-Aj:ji-ii'F9SY"iiii'ficEuoFuiriHEiiiTANci-i:Ax"A"pjiRAisEilEN'(;-.\L.1."oiiANci-oli----------mm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTAT! OF HUMMEL ANNA M FILE NO. 21 96-0166 ACN 101 DATE 07-08-96
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Line 14 .t Spou..l rat. (15)
16. Aaount of Line 14 taxabl. at Lin..I/CI... A rat. (16)
17. A.aunt of Line 14 taxable at Collateral/CI... Brat. (17)
18. Principal rax Due
TAX CREDITS:
PAYHENT
DATE
04-01-96
TAX RETURN WAS. (X I ACCEPTED AS FILED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool E.toto ISchodulo Al (11
2, Stock. ond Bond. ISchodulo BI (21
S. Clo..ly Hald stock/Partnership Int.ra.t CSchedula C) (5)
4. Hortg.gal/Hota. Receivable CSchedule OJ (4)
5. Cash/Bank Depolita'Hilc. Parsonal Proparty (Schadula E) 15)
6, Jointly Ownod Proporty ISchodulo FJ 161
7. Tran,far, (Schadula 0) (7)
I. Total A..at,
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expen,.,/Ad.. Co,t,/MI,c. Expansa, (Schedule H) (9)
10, D.bt./Hortg.go Liobilitio./Lion. (Schodulo II 1101
11, Totol Doductlon.
12. H.t Value of Tax R.turn
15. Charltable/Oovarnftant.l aaqua,t, (Schedule J)
14. Not Voluo of E.t.to Subjoct to To.
NOTEI
RECEIPT
NUHBER
AA112694
DISCOUNT (+1
INTEREST (-I
166,67
I I CHANGED
.00
6.200,00
,00
,00
22.907,36
38,275,00
,00
181
67.382.36
11 ,827 .18
,00
1111
1121
1131
1141
11,Rn IR
55.555,18
,00
55.555,18
,00
55.555,18
.00
,00
3.333.32
,00
3.333.32
X .00.
X.06.
X .15.
I1BI
AHOUNT PAID
3.166.65
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3.333,32
,00
,00
,00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
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. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I
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RESERVATIONr Elt,t., of dlc.o.nt. dvlng on or b.for. Dee.abet 12, 1'12 -. If any lutur. Int.r..t In the I...t. J. 'tan.fltted
In po.....lon ar ~jo,.ent to el... . (colll',r.l) beneflcl.rt.. of the dlcedent .'t.r thl expiration of any I,'at. 'or
11'. or for YI.r., thl Co.eonwellth h.r~y Ixpr...ly ta,.tv.. thl right 10 appr.I.. end ...... tran,'.r Inh,rltenet rlMI'
It ttMI 1I,,'ul CI... a (calht.rll) t.t. on any 'ueh future Int.r..t.
PUAPOSEIW
NOTICE.
To fulfHl the r.qulr..eni. of Section 2140 of the Inh.,Uane. and E.tat. Tlx Act, Act IZ of 1'91. 72 P.S.
Section 2140.
PA\'JtEHTI
D.t~ the top portion of thl. Notlcl end .~lt with your p.y.."t to the A.,l.t,r 01 Will. prlntld on the t.ver.. .1~.
--"aka chick or MlMy order p.yabll tOI REGISTER OF HILLS, AGENT
All p.~t. r.c.lv~ shill 'Ir.t be eppli.d to any Int.r..t which ..y b. due with ~y r...lnd.r applied to the t...
RUlJrCD (tA)a
· refund of a tax credit, which w.. not r.qu..t.d on the T.. R.turn, ..y be requ..t.d by c~l.tlng an RAppllc.tlon
for Refund of Penn.ylvanla Inh.rltanc. and E.tat. T..R (REV-ISIS). ApPlication. ar. .v.ll.ble at the Offlc.
of the R.gl.t.r of Will., any of the 2S R.venue DI.trlct Off Ie.., or by calling the 'Plclal 24~hour
an.warln, ..rvlc. nu-bar. for for.. ord.rlngl In P.nn.ylvenl. 1-100-S6Z-l0S0, out.ld. Pann.ylvenl. and
within loc.l Harrisburg ar.. (717) 787-8094, TOOl (717) 772-2252 (H.arlng I~alred Only).
OBJECTIONSa
Any party In Int.r..t not .atl.fled with the appr.I'..ant, allowanc. or dl.allowance of deduction., or .......ent
of tax (Including dl.count or Intlr..t) I. .hown on thl. Notlc. au.t obJlct within .I.ty (60) d.y. of r.c.lpt of
thl. Notice bYI
AD.t1N
ISTR'TlVE
CORRECTIONS I
--written prot..t to the P' DIPartlant of R.v~., laIrd of App..I., D.pt. ZII021, H.rrl.burg, PA
-~.lactlon to h.ve the .att.r d.ter.lned at audit of the account of the p.r.onal r.pr..entatlve,
--appeal to the Orphan.' Court.
1712I-lOZI,
OR
OR
FactuII .rror. dl.cov.rld on thl. .......ent .hould b~ .ddr....d In writing tal PA Dapartaant of Ravenue.
Bur.au of Individual Ta..., ATTNI Po.t A.......nt R.vlaw unit, D.pt. 210601, H.rrl.burg, PA 171ll~0601
Phon. (7171 717-6505. Saa pagl S of the boOklat Rln.tructlon. for Inh.rltanca T.. Raturn for. A..ldant
Dec.dentR (REV-ISO!) for an a.planatlon of adalnl.tratlvaly corr.ct.bl. .rror..
DISCOUNTI
If any t.. dua I. p.ld within thra. (5) c.lendar aontha aft.r tha d.c.dant'. d.ath, a five p.rcent (5%) dl.count of
the t.. p.ld I. allowed.
P€KALTVa
The 15% ta. aana.ty non-p.rtlclp.tlon pen.lty I. co~tad on the total of the tax and Int.r..t ......ed, and not
p.ld before Janu.ry II, 1996, the flr.t d.y .ft.r the Ind of the tl. .an..ty p.rlod. Thl. non~Plrtlclpatlon
pen.lty I. app..lable In the .... .anner and In the the ...e tl.. p.rlod .. you would app..1 the tax and Int.ra.t
that he. been ......Id .. Indlcat.d on thl. not Ie..
INTEREST I
Int.r..t I. charged b.glnnlng with flr.t day of delinquency, or nine (9) .unth. and on. (I) d.y fro. the d.t. of
d..th, to the dlte of pavaant. T.... which blc". dallnquent b.fora Janu.ry 1, 191Z be.r Int.r..t .t the rlt. 0'
.Ix (6%1 parcent p.r annua c.lcul.t.d It . d.lly rat. 0' .000164. All t.... which bec..a d.llnqu.nt on and .,t.r
Janu.ry I, 19.2 will b..r Int.r..t .t . r.t. which will v.ry fro. cal.ndar y.ar to c.l.ndar ya.r with th.t rate
announced by thl PA DlPart.ent of Rav.nue. Th. .ppllcabl. Int.r..t r.t.. for 1912 through 1996 ar.,
!!!! Intarltt Ret. Dally Int.rltt Factor !!!!' Intara.t A.la Dally Intara.t Faclor
1911 ZOX .DDOS41 1917 .~ .DD0247
1915 lOX .DDOU' 19.'-1991 Il~ .0DDSiOI
1914 Il~ .00OSOl 1992 OX .000247
1'"5 U~ .000556 1995.1994 7~ .000192
1916 lOX .000174 1995-1996 .~ .000247
--Int.rl.t It calcul.tad .. fo11owlI
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INTEREST D BALANCE OF TAX UNPAID X NUnBER OF DAYS OELINqUENT X OAILY INTEREST FACTOR
--Any Notice ...UId aft.r the tax bKo... d.UnquMt will r.Ulct M Inl.ra.t celcul.tlon to flft.an (5) dava
beyond lhe d.t. of thl ......-.nt. If plw-ant I. .ad. .ftar thl Inl.re.t cu.pulatlon d.t. .hown on thl
Notlcl, addltlonll Intultt IN.t be c.lcul.t.d.
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FAMILY SE'ITLEMENT AND FINAL RELEASE
ESTATE OF ANNA M. HUMMEL, DECEASED
KNOW ALL MEN BY THESE PRESENTS, thot Annn M, Humme~ late of Camp Hill, Cumberland
County, PennsylVllllia, deceosed. died testate on January 16, 1996 hoYing made her Last Will and
Testament, which Wll8 duly executed on September 26, 1985 and probated in the office ofthe Register of
Wtlls of Cumberland County, on February 22, 1996,
WHEREAS. said Annn M. Hummel, by the aforesaid Last Will and Testament, nomed Betty I.
Clark as executrix of the said Last Will and Testament;
WHEREAS, letters testamentary on the Estate of the said decedent were duly issued by the
Register of Wills of Cumberland County, Pennsylvania, to the said executrix, hereinafter called persolllli
representative:
WHEREAS, the persolllli representative has gathered the assets ofthe Estate ofthe said decedent
and the assets consist of persolllli property with a total value as set forth in Exhibit A, which is a copy of
the Pennsylvania Inheritance Tax Return filed and approved by said persolllli representative:
WHEREAS, the debts and deductions, which hove now been paid leave a balance for distribution;
WHEREAS, the balance for distribution as shown in the said exhibit has been reduced to cash and
has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of
the said decedent;
NOW, THEREFORE, Betty I. Clark, being the sole beneficiary and entitled to inherit under said
Last Will and Testament does hereby acknowledge thot she has this day hod and received from the
aforesaid persolllli representative. in full satisfaction and payment of all sums of money, legacies, bequest
and devises as are given, devised and bequeathed to the said Estate respectively by the said Last Will and
Testament, the amounts due under said Last Will and Testament, which amounts I hove received this day
or prior to this day; and, I do hereby stipulate thot in order to avoid the expense and time involved in the
filing of a formal account and echeduled distribution, I agree thot no account is necessary and I do further
agree thot I consent to distribution being made without the filing of an account and scheduled distribution,
the same to be with the same force and effect as if it hod been filed and conf1rIlled by the Orphan's Court
Division of the Court of Common Pleas of Cumberland County, Pennsylvania.
THEREFORE, I do hereby remise, release, quit claim and forever discharge the said persolllli
representative, Betty I. Clark, her heirs, executors, administrators and assigns, of and from the said Estate
and from all actions, suits, payments, accounts, reckonings, claims and demands whotsoever for or by
reason thereof, or for any other use, matter, cause or thing whotsoever, touching upon the Estate of the
said decedent, and I further hereby covenant and agree thot should any liability come due to the Estate
of the said decedent after the signing of this agreement, I do hereby covenant and agree with the aforesaid
persolllli representative, thot I will contribute pro-rsta, my shore of the Estate to satisfy any and all claims.
demands, suits or causes of action which may be successfully prosecuted against the said Estate for the
aforesaid personal representative after the signing, sealing and delivery of this family settlement agreement
and fmaJ release.
IN WITNESS
REOF. I hove hereunt .set my hand and seal the day and year noted below.
~
,6"!-r~ .j, e&J /
B'etty J. k
Date
.x" /q6
I I
Witness
J
REV-1547 EX AFP (12-95)*,
(OKHONW[AL'H OF P[HHSVlVANIA ~.
DE".'",N' OF 'EVEHUE NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL "IE, / APPRAISEHENT. ALLOWANCE DR OISALLOWANCE
Il[Pl. 110..1 OF OEDUCTIONS AND ASSESSHENT OF TAX I DATE 07 08 96
H...mURC," 17IZ1'"'' - -
ESTATE OF HUMMEL ANNA M FILE NO. 21 96-0166
DATE OF DEATH 01-16-96 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO TNE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REGISTER OF WILLS. ADENT"
REMIT PAYMENT TO:
RDN TURO ESQ
32 S BEDFORD ST
CARLISLE PA 17013
ACN
101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
Anount Ra"itt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RW:i54TEX-AFP-riZ-:y!rj-Niii--ici[-liTiriHEiii;iiN'cirYA'in-ppriAisEif;[HT-;-Ai.r(jWAHC~-ORm_-----_mm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUMMEL ANNA M FILE NO. 21 96-0166 ACN 101 DATE 07-08-96
If an assessment was issued previDusly, lines 14. 15 and/Dr 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. AMount of Lin. 14 at Spousal rat. liS)
16. Aftount of Lin. 14 taxabl. at Lin..l/Clall A rat. (16)
17. AMount of Lin. 14 taxable at Coll.t.raI/Cl... 8 rat. (17)
18. Principal Tax Dua
TAX RETURN WAS, (XI ACCEPTED AS FILEO
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Rool Estoto ISchodulo AI (II
2. Stock. and Bondi (Schedule OJ (2)
3. Closely Held stock/Partnership Inter.lt (Schedule C) (3)
4. Hartg.gal/Not.. Rac.ivabl. (Schedule OJ 141
5. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) 15)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Sch.dule G) (71
8. Tot.l Assds
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens../Ad.. Co.ts/Hi.c. Expens.s (Schedule H) (9)
ID, Dobts/Hortgogo Liobilitio./Lions eSchodulo II IIDI
11. Tot.l Deductions
12. Net Velu. of Tax Return
13. Ch.rit.bl./Govern~ental Beque.ts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE:
TAX CREDITS:
PA YHENT I
DATE
04-01-96
RECEIPT
NUHBER
AA112694
OISCOUNT It I
INTEREST I-I
166,67
I CHANGED
,00
6,200,00
,00
,00
22,907,36
38,275,00
,00
IBI
67.382,36
11.827,18
,00
elll
1121
1131
1141
11.R?' 1 A
55.555,18
,00
55,555.18
,00 X ,00:
55,555,18 X ,06:
,00 X ,15:
llBl
,00
3.333,32
,00
3,333,32
AHDUNT PAID
3.166,65
TOTAL TAX CREDIT I
,BALANCE OF TAX DUEl
! INTEREST AND PEN, I
I TOTAL DUE I
3,333,32
,00
,00
,00
. IF PAID AFTER DATE INOICATED, SEE REVERSE
FOR CALCULATION OF AOOITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN Sl. ND PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I
.' ...~---.._.........-.,., ..~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~~q h1. ;-/.J,"". ~ /
Date of Death: I //(~ tt
Will No. :ll- I q'l~ - C>tP1 tp(, 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..k' 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 r~esentative 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,
~--zc
Signature
/~I)A:J
Name (Please type or print)
.s;.J S A~-t-o ~-f ~/1!'1l4
Address I ~
J. ~.s-- f~ y /7
Date:
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Personal Representative
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