HomeMy WebLinkAbout96-00185
PETITION I<'OR PROBA TI~ Ilod GRANT OF LETTERS
Ettutt oJ {; U Y 11111' I(LIJ!/l'-Ult:- Ll'1/: No,~ I.~q~-::jj' 6
al.lfl kllllll'lI a,~ To:
Regl~tcr of Wills ror the
. O",'tu.!l',I, COUIlIY of .~ ill the
Sorlal St('lIrlly Nil,,;} /I. :3 'f -,s;- it' (, (, Coml1lollwcahh ur Pellnsylvanla
Thc IIClilloll of thc ulldcr,igllcd re~pcetrlllly rcprc~ellt~ tllIlI:
YOllr p. elltiollcr(~), who Is/llrc 1M YCllr~ of IIgc or oldcr IIl1lhc cxcelll--'~ J 'f....
IlIlhclll~t will of Ihc IIhove dcecdcllt, dilled /0 1I;JI,'c fJ 1'1 fK..
and eodidl(s) dlltcd
named
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DCCClldclI1 WIIS dOl1licilcd III dcatll ill C /l1'I1~(='Jo!. L,lJIV D
h r A: last ral1lily or principal rcsldcncc lit -Lll.tlE-8 / DC- tl
~J:M'lSBORO 'lUilNSHIP)
<<11\1 !loUcel, number and l11undJl3lil)1
County, Pennsylvania, with
Hl/vl!:..v IV G.""T
.1995
DcccnJcnt. Ihcn J1i..- ycars or agc, died j J 0 C. TO HE J("
at ...JJ.t.JL L N I DG:-- Ii ~ 1/[: IV w G 5 T
becpl ..s follows, dcccdem did 1I0t marry. was nOI <!ivorccd and did nol have a child born or adopted
~ftcr c\cculion oro/.AIIIO(fCrCd far probalc; was 1I0t Ihe viclim .or a killing and was never adjudicated
II1COIIIIIClcllt:
Dcccndcnt lit dcalh owncd properlY wilh estimated valucs as rollows:
(lr dOlllicilcd inl'a.) All pmonal propCrlY
(lr not domicilcd in I'a.) I'crsollal propcrly ill Pennsylvania
(I f 1101 domiciled ill I'a,) Personal propcrty in County
Valuc of mil c~talc in I'cnmy'lvania
~itualcd .., 1'01101"':
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WHEREFORE, pctitiollcr(,) rcspeclrully rcqucsl(s) the probate or the last will and codicil(s)
prc,cnlcd hercwilh and Ihc gram of ICllcrs TESTAMENI'lIRY
tl.."lamCnlary; admini\tr.uiun ":.1.0.; adminhlration d.h.n.t.t.a.)
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OATH OF PERSONAl. REPRESENTATIVE
COMMONWEAI.TH (W PENNsnVANIA } tiS
COUNTY 0.. __C'll'lRRR!JINI}
Thc pClilinncr(,) nbnS'c-numcd ",c:u(s) or lIffirl11(~) lhatthc Mlltcmcnls in thc roregoing petition are
Iruc :lIul "mC,'1 In thc hC~1 nr Ihi: knnwlcdgc and hclief or pClltioncr(~) and Ihal as personal represen.
tntlS'c!,) nr th,' aboS'e dcccdcnl pctHioncr(s) will wcll and truly admiuister thc cstale according to law.
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\J/.tm'" vO I::-Va.(..~
SWI'rn tn ur lIffirm,-;t and ,ubscrihcd
I"rc mc Ihi'~_26___I- day or
~ -~71~.-! t.19-'l
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/6 -$K -1 T..E.WIS H"lIi.!I'"
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N 21-96-185
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E.'ltate of ELLV Ml\Rll\ Bi\JmIEI}1E
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARV 28 19~, In cansi~eratlon or the petition on
the reverse side hereor, sallsraclory proor having been presented berore me,
IT IS DECREED thaI the instrument(s) date~ MI\RCH 10,1978
described therein be a~milled to probate and filcd ur recor~ us the last will or
ELLV Ml\RIA BI\Rl'HEIME
and Lellers 'l'F.STlIMFl>lI'ARV
are hereby granted 10 IIW\ I. CLAUSER
-'
~ (} ,ct<'u~ I'"~ JIttn.Mu
Reahl'" or Willi' I"" I"
Ml\IlY C. LEWIS
FEES
Probate, Lellers, Etc, ."....,. S
Short Certificates(l ) . . . , , . . . .. S
Renunciation ................ S
S
TOTAL _ S 5.00
Flied .Febroary. 28,19,96, , . . . . , 3,~~~. .
18.00
3.00
5.00
ATTORNEY (Sup. CI. 1.0. No,)
ADDRESS
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PHONE
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Ml\ILED LEITERS I\ND ORDER '10 EXECl1l'RIX ON 2-29-96.'
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Th;, i, III tCflily Ihat the inl""n,lIi,,n hl'le Hi""1I ",,,,,,,oIl' "'1'''''' h"lIl ;lfl "ri~II...1 ll"Illh ,lie "I ,\"",h ""ly fileol with lIle.l\
IAll'JllteHi"'Ar, The "riHitloll .ertilil'ille will I". ,,,1\(',,,,,.,\ \II ,I... ~I.,re Vi,.oI 11.,,,,,01, 11111",1". 1"'"Il'I"',"lilrll~
WARNING: It I. Illegal 10 dupllcalo Ihil copy by photoslat or photograph,
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COMUONWEALTH or PlHHIYLVAHIA. DEPART".NT 0' H!ALTH. VITAL MCOADS
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21-96-185
REGISTER 01<' WILLS m' COUNT\'
OATH 01<' SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewllh, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the test9t , sign the same and that signed as a witness at the
request or testat In 11.-- presence and (in the prcsence or each other) (in the presence or the
other subscribing witness(es)),
Sworn to or affirmed and subscribed berore
me this day or
19_
(Name)
(Address)
Register
(Name)
~ 'I
(Address)
,>>1()
REGISTER OF WILLS OF QI4BERLl\ND COUNT\'
OATH OF NON-SUBSCRIBING WITNESS
JRI1/J X CJ_/JtI~I:)L -:51-,,,/,\ 'R.(i,LflOt:;E'R
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and sa (5) that
W-" cu." ramiliar wilh the signature or' ,
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test91R ,~ or (one or the subscribing witnesses to) the will presented herewith and
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that IJ~ bclieve. the signature on thc will is in the handwriting or
~~ mah~A ~ 6nAl-j.Lo
to the best or f) ,'-"_ knowledge and beller.
Sworn to or affirmed and subscribed berore ~ill-'YY7r' vY &?~~
me this 26th d r ~ J;~ "
RUARY I ay 0 _ ~' IU, me,
tl. ~ 'I / . , . .eLl), ..J
Istf~~ (Address)
(Name)
(Address)
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'OA DAUSO' DIATHA"1R 12/31191 CHICKHIAl
I' A SPOUSAL
PO'i!!'.!, CA~I!!~, C~~~DJ~]
'Ill NUMIlA
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
o 40. Future Inllrll,1 Compromis.
(for dot.. 01 death after 12.12.821
Olt.d,nt Died T..tolt 0 7. Olc.dent Maintained a living Trull
(AII.ch c.py 01 Willi (Alloth copy of Tru")
ALL CORRESPONDENCe AND CONFIDENTIAL TAX tNFORMAnON SHOULD BE DIRECTED TOI
NAME COMP\l1t MAIliNG AOOI(\\
:f'RHA I Gl..AVsc;R j;R.ft/~ I GL.PVScR.
,+13/ we'" peR t3 ~ r DR.
/1.:.CHANI('.,.S 8vR6- PA-
C.o~t-I'Y _'OOE J!l
Y,EA~, .,,,-o/~1I;m
COMMONWfAlUt Of PINtWflYANIA
Dlr,U1MINl0' .(y(NUI
0('1 110601
HAUISIUIIO,'I. !'IU.06Q1
DECIDIH _, HAM 1~"!I, ,IU . AND /r,IIDOIIIN11.A'1 ot((~I!I ',?MrttIE Aooun .-
UJiJ.:_LfIt:- E LL'i. t1 · bUy" H 1l,4I?.T#(;I...I1{:
\OCIAL\rCuI."NUMllll Dill-Of~-!OAII-OliliIH--- 4-31 1I.,'ooOCI!.t:S r vR/"W',lL."..../_(.;(}9
t1~.c."/~ /lire $ 8vRfl FJIl. ,,,-,-, "','
"11- 3+ - [l7G6 10'),3 '/99!>~ !!-I'l,~L?(I'1 COJ_40'D_~~JV{)
II' "",IIC"t1ll lU....1Y.NGIHJl,JU I N""'IUI' ILl" AND "'Dtl'll;;~ !lOC'''1 !.leu'ITY UUMUI "MOutH II(U"tO l!ltt ,tUfIUClIOtl!l1
o 1. Orlglnol Retur" LJ 2. Supplemental Relu,n fJ 3. Remainder R.turn
t'or dOl" of death prior 10 12.13.82)
o S. Fed,ral eltot. to. Return Required
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limited ellot.
Tolol Numb.r a' Soft Deposil Box"
110~ -s-'(.11C17
(1)_0
(2) c'l
(31 (')
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(SI_.l."-.I ~.3ct.CO
(6)_q / 4:J-!:J-' cO
(7)
(9) 1 q 7,1..00
(10) ..fl.
( B) 3..,) I f? 'I '-f . O<J
II 9'''1!). 00
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1, A.ol E,la'. (Sch.dul. AI
2. Slack. and Bond. (Sch.dul. B)
3. C1o..ly H.ld StocldPartnenhip In'lr.,' (Schedule C)
A. Mortgage. and NOll' Receivabl. (Sch.dule 0)
"'5. Cosh, Bank Deposits & Mile.lIoneouI Plnano! Prop.rty
(Sch.dul. E)
6. Joln'ly Own.d Prop.rty (Schodul. F)
7. Tronll", (Schodul. GIISch.dul. l)
8. Tolal Gran Au.1I (Iotollines 1.7)
9. Fun.ral hp.ns.s, Administralive Cosls, Miscellaneous
bp.ns.s (Sch.dul. H)
10. D.bls, Mortgag. liabiliti.., liens (Schedule I)
11. Total D.ductions (total lines 9 & 10)
12. N.t Value 01 estat. (lin. B minus line 11)
13. Charitabl. and Governmenlal Seques" (Sch.dule J)
U. N., Valu. Subl.tt to TaA (lin. 12 minus line 13)
15. Spousal Transfen (For dol.. of death oh.r 6.30.94)
S.. Ins'rutlion. for Applicabl. P.rcenloge an Revene
Sid.. (Indude yolu.. Irom Schedul. K or Schedule M.)
16. Amount olUne 14 tallabl. at 6% rate
(Includ. yolues from Schedule K or Schedule M.)
17. Amount of line 14 tallobl. 01 15% role
(Include yolu.. from Sch.dule K or Schedule M.)
18. Principal tOA due (Add loll. from lin.. 15, 16 and 17.)
19. Cr.dils Spoulal Pover1y Credil Prior Poymenll
+
(l51 X,_= 0
(16) -3'5-)~'l~~~Q(Lx ,06 = ~!2~!;;,-. 3::l.
(l7)_".___________x ,15 = d
(IBI __f2~_o 36-. 23 ,';l
Dilcounl
Inler..t
(191 D
(20)
(211 __~.L03 5., 3:l.
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20. If line 191s grealer than line lB, enl.r ,h. difference on line 20. This is the OVERPAYMENT.
a O.":m":II.iI>.II...aTI.I...II..llI.I.Ic&,nill...I.;Il!I":'r.naTI.1'1..L'.I":IJ!l!},'IIII"'.
21. If line 18 is gr.ot.r Ihon line 19, enler the diHerence on line 21. This is the TAX DUE.
A. Enl.r the int.r..t on the balance due on line 21 A.
8. Enl.r Ih,lolol of line 21 and 21A on line 218. This is the DALANCE DUE.
Make Check Payabl. tal R.gllter of Will., Agen'
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH <ll(
Undor p.noh;.. of p.rjury. I d.do,. Iholl h." ..om;n.d 'h;. ,.Iuon, ;ndud;ng otCompony;ng "hodul.. o"d ,Iol.mo"", and 10 ,h. b." 01 my knowl.dg. and b.!;.f.
it is Irue, corred and complete. I declare that all real ,,101. has b.,n reported otlrue morht value. Declaration 01 preparer ather than Ihe personal repre,entolive i,
ba,.d on all informolion of which prepare' "01 any knowledge.
SIGN>iURf 0' PlIISO~ON~~O." 'lUNG IltlUIIN AOOIIUS OAft
101(. 771a., ~ cu..c...1M- If 3 / IJb'DC R ,;S T D'3:.L f1,;C"". ~. 170 ':i:)' - (, ,W cl IS' - 17- 96
SIQNATURf Of PIIl'AIIU 01HU THAN 1I(,UUNTA'lvf AOOI(U DAft
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Act '48 of 1994 provld.. for the r.ductlon of the tax rat..lmpo..d on the n.t volu. of tran.f.r. to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the .tatut. will b.:
. 3% (,03) will b. appllcabl. for ..tat.. of d.c.d.nts dying on or aft.r 7/1194 and b.for. 1/1/96
. 2% (.02) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1196 and b.for. 111/97
. 1% (.01) will b. appllcobl. for ..tat.. of d.c.d.nt. dying on or aft.r 111/97 and b.for. 111/98
. Spou.al tranaf.ra 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 (.-0) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a transfer and:
-./
-./
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.;
a. retain the use or income of the property transferred, .......................................................
b. retain lhe right to designate who shall use the property transferred or its Income, ...............
c. retaIn a reversIonary interest; or ...................................................................................
d. receive the promise for life of either poyments, benefits or care9 .......................................
2. If death occurred on or before December 12, 1982, did decedent within IWO yeors preceding
death lransfer property without receivIng adequate conslderatlon9 If death occurred alter
Dacember 12, 1982, did decedent lransfer property within one year of death without receiving
adequate conslderatlon9...,.....,.........,...,...".".,......",...........,',...........,.,...,......."....".,...,...
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vi
3. Old decedent own an 'In trust for' bank account at his or her death"'....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHE~J.E':G~AN~tIiI~ IT AS PART OF THE RETURN.
J " ,'," .!Ial~
Ill: Zd Ll A\/',j 96,
Snlf\ ; :,j~l:j
10 ""'1.: ) ~
' .,;::l9l:j
. .
.1'#.\1,.... Ill....
'*
COMMONWIAlfH 0' P1NNIYlVANIA
INNIlITANCI WI mUIN
l"tDINr DICIDINr
SCHEDULE F
JOINTLY -OWNED PROPERTY
fill NUMBIR
tl-I 96 -0 /ii'S-
(.LAtI~ 6 R.
RlLAnONSHIP TO DICIDINT
UTATI OF
G t.L. Y
11
8~ rni E U1 t3"
Jalnt"nonl(.). ELL 'I 11, BAR TIIL;L.!1/::-
NAMI
A. rlUf/1 T. GLP.(j,s e R
I RIIA ].
A~n
ADDRlSS
J./,31 /uCt'Ij)(.RcST /)I!.I Vt:
t1 ECh'11 MJ"C f, BllI!.t:.:J fA.
/'7~.':J-5 -- ",yO?
J),o[Jfj H re /L
II.
.
C,
Jalntly..wnad "",party.
ITIM LITTIR DATI
POR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMIll JOINT MADI DESCRIPTION OF PROPERTY OF ASSET 'HI INT. DECEDENT'S INTlRlST
TlNANT JOINT
t. '1-'N'1'I;! CI/t!(.I<.IAH;.. /.lce. T, I//lLUG /1v qlO. 'f{.l. 50% ~ Q4,;-S,OO
AT 7Il1ti of
ELLf I3AP.1H f I.-HC. 's
DBII IrI
P /.1(, 131l1.lK. VJL/.58UN. ~
6-/ - Jf()'f~- - .!J-.587
fll{lt.J(? 1.//<' OF DJ/.l-SJ3CJR~
6RP.lvttt OF P/oIG 8/)/,,,'K..
]:'5 '+3:1. - % 9"1
TOTAL (AI.o .nl" on II.. 6. Ro<opilulollon) S q 4.1f5.aJ
(If more spac. i, n.ed.d inslrt Duditional she.1s of lam. sin}
. - .
..v1SIl....I'..1
ITEM
NUMBER
A.
1,
B.
1,
2.
A,
C,
1,
2,
3.
A,
5.
6,
7.
8.
~I\t:~(\
_5ijlJ....
COMMONWIAlTH O' PlNNIYlYAN1A
INHlltllANCllAX UTUIH
UllDlNT OICIOINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploalo Print or Typo
B
tJ-.I' 9~ - 0 1~5'
J3,LLY f/ B,4tr rIlEl.tiL'
DESCRIPTION
Funoral Exponloll
f./G1L ftl/.lt: /?IJ.L HOffl5
(f I neR ,C.H HcHQ1!.'''''' (.u/ ,5ii.w,J C IAHCJ 1M rti 01' DcllTlf
HfiH()f?, fAL 5t;,/WIC.r5'= r-tt'l.Ve~"I:>>j ':r)Op~~",1<'. H:::.ool
l1,nlS rc!R. tLfo,) otl.SJ"" r '/fO'1 C~c!I/^,ul) 'If.'5,
Administrative COIIII
Personal Representative Cammi..ians
Social Security Number 01 Personal Representalive:
Year Commissions paid
Attorney Foos
3.
Family Exempllan
Claimant
Add".. 01 Claimant at decedent's death
Slroot Addre..
Cily
State
Zip Code
Relationship
Probate Fees
5<-8/.00
Mllcellanooul Exponloll
7RI)A-~ poll rll- TIOJ.J
8LU~ R.IDG-': M.I/lSI/J'ij Nome. i3.I'L'- RCGC"lvtil::J
A'= T/3 R /oil aTHe I~"" OC/f rli.
AMOUNT
/'70.00
(,0,00
3 &5'.00
:3/.00
!).o.otJ
1,304.,00
s
J 9 1J,oO
TOTAL (Also enter on line 9, Recapitulalion)
(If moro Ipace II n..dod, Inlort addltlanallh..1I of lame 11.0.)
.----. _.....~... __ 0-
t
'_.. "--, '-- ,u -,,_ _ _ _ _ _ _.-J
--------.---.---.---0,- ~._.._~_ _.___ __ ___.. .___.
,
I
,I
I
I
I
.
.
,1
',I
I
'I
"
:,
"
'I
I
, ,
I
I
I
it
1
4
I
.
) -.." ESTATE INfORMATION.
~ II el-1996-01e~ SSN
I II NAME Of DECEDENT (LAST) (fiRST)
I ~ BARTHELME ELLV MARIA
I II OAT Of MYMEN
I II POSTMARK \l4TE
I COUNTY
I CUMBERLAND
\l4TE Of DEATH
I
.
I
t
.e,03~.3e
VZ
RECEIVED BV 1?i~;jI..( if ~ <-~
~~I~h
MARY C. LEWIS .d;{~J
I REGISTER OF WillS REGISTER OF WILLS ~y-
L - - -- - - - - - - - --.. - -- --- --- ,,- -- - - - -- -- -__ _ F ~ _ _~-..
RECEIVED FROM.
I
ACN
ASSESSMENT I!'
CONTROL WI
NUMBER
AMOUNT
IRMA I CLAUSER
101
te,O:!!3.:!!!
431 WOODCREST DRIVE
.
MECHANICSBURG, PA 170~~-6809
211-34-S766
(Mil
REMARKS
m TOTAL AMOUNT PAID
IRMA I CLAUSER
SEAL
CHECK" 649
\' -,
-w. .
~.
~
.f
...
" ,.-.-
..~~r
-~...-.
~ - T'
r'''''-
,.._---,-"
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ~ LL 'f
Date of Death: t9c.r fJ.3
Will No.-AJ - 9~- CIRS-
H. eARTH ELHlt
. J9~6-
,
Admin. No, ~/-9'.OJJ'6-
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(0.) of the Orphans' Court 'Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
I
Name
Address
IRI1A I C LA 1I.5 fR
if.]/ klOODGr<t:ST DR. IfGGIIANIGS13fJR6 PA
/705-5-. b8'O 9
Notice has now been givenAt?/ll1 persons entitled thereto under
Rule 5.6(a) except ,,,~
"
Date: ~ -b - 9b
...d)A/n7(N ...d2. 8?cu c J~
Signature
,... ~o;(
- r.
0 III :1(\,;
.:;i: N u
i 1 '?: IS: 1..' .ti
:1; ,
,... . "
4, ~ ,;j I :1
\j !j
11,' ~ 11
t.1 ~~
,-.'_4 '" '"
0 u, -"J:}
lrl"' ~ ',-, E
a: a: ~8
Name I Rt1A X CL/J.U6GR..
Address4-.3/ WOOD GRS5 r DR
/1EUJANIGSJ3U/2(;. ~ 1~'-lJf09
Telephone (?17) 176/-tJ..'I-/7'
Capacity: ~ Personal Representative
Counsel for personal
representative
J0}7CV ..d ej~ll~
Signat.ure
IRtm I GUU5elZ
Name (Please type or print)
Lf-<3/ hJcJCJOGRES r DR, t/l-ZII. jJ,4 /7i~~-r
Address
"..,,"""~.. ,.,'
STATUS REPORT UNDER RULE 6,12
Name of Decedentl ELL Y /1, (M t? 7 fiG. Lf16
-
Date of Deathl 00 t ~3 J /q 95
,
Will No. B 1- 9(, - ()/8'~- Admin, NO.~ 1- q~ - O/~!:> -
pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 1 report the following with respect to completion of
the administration of the above-captioned estatel
1.
State wpether administration of the estate is completel
Yes V.. No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to NO. 1 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's account iSI
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.
Datel <;{- /{). -90
'0
:Y1
....
\';I
o
~7
to:""
._~ a::
'<l'
-
onl '7ft; 1 - P-Lf / '7
Te 1. No.
~ersonal Representative
, ~~
<:::J
L!)
=:
c- .
., ,
:sa:
a:
___1
.: to
~:)
UU
~
Capacity:
Counsel for personal
representative
(MAHlrmflAM3)
,
REV-1547 EX AFP 112-951*
c~AllH or PEHHtYlVANIA
DEPARt""l or RtVld
ILltE:AU Df INDIVIDUAL "XU
O(pt. "'U'
HARRISIURO, PA 17,"-061'
ACN 101
NOTICE Of INItERITANCE TAX
APPRAISENENT, ALLOWANCE OR OISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
DATE 08-12-96
FILE NO.
COUNTY
CUMBERLAND
DAT! OF DEATH 10-23-95
HOTE. TO INSURE PROPER CREaIT TO VDUR ACCOUNT, suaHIT TItE UPPER PORTION Of TItIS fDRH WITN YOUR TAX
PAVHENT TO THE REaISTER Of WILLS, HAXE CItECX PAVABLE TO "REaISTER Of WILLS, AaENT"
REMIT PAYMENT TO:
IRMA I CLAUSER
431 WOoDCREST DR
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
AllOunt Ro.Uhd
1
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iic'.Fi!if,""nX-Ai'f-nZ~95T-iloi''icnif-":"tiiiEifii';.trci-Tf.y.-iiri'iiKiii!ifiiii'-.--ELOH;.!ici-ii!i-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARTHELME ELLY M FILE NO. 21 96-0185 ACN 101 DATE 08-12-96
TAX RETURN WAS. t X I ACCEPTED AS fILED
( I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Eotot. (Schodulo AI III
2. Stock. ond aondo ISch.dul. al (21
S. Clo..ly Held Stock/portn.r.hlp Int.ro.t ISchodul. CI 151
_. Hortg.g../Hot.. Racalv.bla (Schedule D) (~)
S. Ca.h/8enk Deposita/Hilc. Parlonal Property (Schedule El (5)
6. JointlY awnod Prop.rty (Sch.dul. fl 161
7. Tron.f.r. (Sch.dulo 01 (71
s. Tot.l A..oto
.00
,00
.00
.00
26,439.00
9,455.00
.00
t81
35.894.00
1,972.00
.00
1111
1121
(151
1141
1 .q" nn
33.922.00
.00
33,922.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
,. Funaral [_pan,.,/Ad.. COI\I'"110. E~p."'.. (Schedule H) t,)
ID. Dobt./Hortaog. LI.bllltl../Llon. (Schodulo II (lDI
11. Totol D.ductlon.
12. Hat Value of tax R.turn
15. Charitable/CovernMental Bequ.st, (Schedule J)
14. Not Volu, of E.tot. Subjoct to To'
1~ an Baaessment was 1ssusd preV10uslY. I1nes 14. 15 and/or 16, 11 and 18.w111
reflact f1gures that 1nclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Lin. l~ .t Spou..1 r.t. (lS)
16. Aaount of Lin. 14 t.~.b1. .t Lin..1/C1... A r.t. (16)
17. A.ount of Lln. 1~ t.~.bl. .t Co11.t.r.1/Cl... 8 r.t. (17)
11. Prlncip.1 T.~ Du.
TAX CREDITS:
PAVHENT
DATE
05-17-96
NOT!!:
.00
2,035.32
,00
2,035.32
.00 X .00.
33,922.00 X .06.
.00 X .15.
\l81
RECEIPT
HUHBER
AA1l2855
DISCOUNT
INTEREST
1\1
I-I
.00
AHOUNT PAID
2,035.32
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,035.32
.00
.00
.00
. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN 'I, HO PAVHENT IS REQUIRED.
If TOTAL DUE IS REFLECTEa AS A "CREDIT" (CRI, YOU HAV BE DUE
A REfUND, SEE REVERSE SIDE OF TN1S fORH fOR INSTRUCTIONS. I
00 :0
~ :0 III
eiji ~n
::! ~, c;. ;~
CTo,' '" " ~
, , ,. "" ~:;
8 '.~-
- 9" .,.,
A
~. '} , . ~.: t )
, ~ ~ 4)
:- ~) a i:i;- 0
'TIC f'J -
i>~ co
I
1/
REV-1547 EX AFP (12-951*
C~AL1H Of PtNNSVLVAHIA
DEPART..."T or REVENUE
BUREAU or INDIVIDUAL lAXES.
DEP'. 210601
HARRISBURG, PI 171"-0601
/') ,1',1, ?
l: t
ACN 101
NOTICE OF INHERITANCE TAM
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DATE 08-12-96
o FILE NO.
DATE OF DEATH 10-23-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUSHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAM
PAYHENT TO THE REGISTER GF WILLS, HAME CHECK PAYASLE TG "REGISTER OF WILLS. AGENT" .
REMIT PAYMENT TO:
IRMA I CLAUSER
431 WOODCREST DR
MECHANICS BURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Anount R..ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:isW-EiCAFP-n'Z:9sY-NoYicEuOF-YNHEiiiTANCE-YAX-j\PPiiiiisEHENr;-Aii."oiiANCE-ijFi---u---uu-----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARTHELME ELLV M FILE NO. 21 96-0185 ACN 101 DATE 08-12-96
TAM RETURN WAS: I X I ACCEPTED AS FIlEa
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Eabt. ISch.dul. Al 111
2. Stock. and Sonde ISch.dul. SI 121
$. Closely Held stock/Partnership Int.r.lt (Schedule C) (3)
4. "ortgaD../Nat.. Receivable (Schedule DJ (4)
5. Cash/Bank Deposita/Hi.c. P.rlon.l Property (Schedule E) (S)
6. JointlY own.d Prop.rty tSch.dul. FI 161
7. Tranlt.r. (Schedule OJ (7)
a. Tot.l A.,.t.
.00
.00
.00
,00
26.439.00
9,455,00
.00
(81
35.894.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expens../Ad.. COlt.'HlIC. Expans.. (Schedule 'HI 19)
10. D.bt./Hortg.g. LI.bllltl../LI.n. (Sch.dul. II 1101
11. Tot.1 D.ductlon.
12. N.t Value of Tax R.turn
13. Charitabla/Covern.ent.l Bequ..t. ISchedule J)
14. Nat V.lue of E.t.te Subjact to T.~
1,972.00
.00
1111
1121
1131
1141
1 .q" nn
33,922.00
.00
33,922.00
If an assessment was issued previously, lines
reflect figuras that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spou.al rate 115 J
16. Allount of Line 14 ta~.bla at LIne.lICI... A r.ta (.161
17. A.ount of LIne 14 t.~abla at Collataral/Cla.. B rate (171
18. PrIncIpal Tax Due
TAX CREDITS:
PAYHENT
DATE
05-17-96
14, IS and/or 16. 17 and 18 will
returns assessed to date.
NOTE:
,00 M .00.
33.922.00 M .06.
,00 M .15.
I1SI
.00
2.035.32
.00
2.035.32
RECEIPT
HUl1SER
AA1l2855
DISCOUNT
INTEREST
("
I-I
.00
2.035.32
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2.035,32
,00
,00
,00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR I~STRUCTIDNS.I
- ,: .(
~- I{)
':' lf1 .'0...
N
.' 0::
l M
-
5'l
r':':
'.l ..
U .' ~ .c
wti.: '0 ::>
a: Gu
RESERVATIONI E,..t., of dlced.nt. dvlng on or b,'ar. o.c.~r 12, 1"2 .. .f any future Int.r..t In thl I...t. I, tran,f.rred
In po.....lon or enjoy-.nt to el.,. . (collat.,.l) blnef.cl"I.. 0' thl dlcedent .ft., the I.p.,.tlon 0' any I...t. 'or
II" or 'or y..t', the C~onw..lth her.by ..prl.lly t...tv.. thl right to IPpr.l.. ~ ...... tran,'.r Innerltanc. T....
.t the lawful CI... . (coll.t.r.l) tat. on any luch lutur. Int.r....
PIJIPOSE Of
HOTlCE t
To fulfill the ,.qulr..ent. of s.ctlon Zl~a 0' the Inh.rltancl and [.tat. 'a. Act. Act Zt 0' 1'91. 72 P.S.
Section Z1~O.
PAVttENTI
a.tach the top portion of thl, Hotlel ~ .~It with your p'v.ent to the R.gI,t., 0' Will. printed on the ,.v.r.. ,Id..
...."_. check or IIOMY order p.yul. tal REGISTER OF MILLS I AGENT
All P'YNn" racalved .h.ll flr.t b. appll.d to an)l Int.r..t which .n b. due with eny re..lnder applied to tM tax.
REfLtlD (tA) I
A r.fund of . tlX cr.dlt, which w.. not re~.t.d on the Tlx R.turn, ..y b. r.qu..t.d by co.,l.tlng an ~Appllc.tlon
for R.fund of Pann.ylvanla Inharltence and E.t.t. Ta.~ IREVal]15). Appllcltlon. Ir. IVllllbl. .t the OfficI
of the R.gl.tar of Will., any of the 2] Rlv,nu. DI.trlct Off Ie.., or by c.lllng the .p.elll 2'.hDur
en.warlna ..rvlc. nuabarl for for.. ord.rlngl In Pann.ylvenll la8aOaS62.Z050, out.ld. pann.ylvanl. and
within 10c.1 H.rrl.burg .r.. (717) 7.7.109', TOOl (717) 772a225Z (H..rlna lap.lrad Only).
OIJECTIONSa Any p.rty In Int.r..t not .atl.fled with the .ppr.I....nt, .llowanc. or dl.allowanca of deduction., or ......Mnt
of t.. (Including dl.count or Int.r..t) a. .hown on thl. Notle. au.t obJlct within .I.ty (60) day. 0' rec.lpt of
thl, Notlc:a bya
aawrltt.n prot..t to the Pi OIP.rt..nt of Rlv'nu., Board of App..l., Olpt. 211021. Harrl.burg, PA 171Zlal021, OR
...I.ctlon to h..... the ..tt.r d.tar.lned .t audit of the .ccount of the p.r.on.l r.pr...ntatlve, OR
u.....1 to the Orphan.' Court.
lOftI"
ISTRAT1YE
corm:CT1OHSa
Feetu.1 .rror. dl.cov.red on thl. ........nt .hould b. .ddr....d In writing tOI PA DIP.rt..nt of RIVenue,
aureau of Indlvldu.1 T...., ATTNI Po.t A......ant Rlvlaw unit, D.pt. 280601, H.rrl.burg, PA 17121'0601
Phone (717) 71706505. S.e pig. 5 of the booklet "In.tructlon. for Inherlt.nce TI. R.turn 'or. A..ldant
Oacadant" IAEVaI501) for an ..pl.".tlon of adalnl.trltlvaly corr.ctlble .rror..
Duccun,
If any t.. due I. p.ld within thraa (5) e.lender .onth. .ft.r tha dacad.nto. d..th, . flv. p.rc.nt 15X) dl.count of
the tax p.ld I. .Ilow.d.
INTERESTI
The ISX t.. .-n..ty non.partlclp.tlon pan.lty I. co~t.d on the tot.1 0' the t.. and Intlr..t ......ad, and not
p.ld bafor. Janulry .1, 1"6, the 'Ir.t dlY ,'t.r the .nd 0' th. tl. .en..ty p.rlod. Thl. non.p.rtlelp.tlon
pen.lty I. apPlllabl. In the .... .annar and In the the .... tl.. plrlod .. you would Ipp..l the t.. and Int.r..t
that has bien .......d a. Indlcat.d on thl. notlc..
Int.r..t I. ch.rged b.glnnlng with 'Ir.t d.y 0' d.llnqu.ncy, or nln. (9) .onth. and on. (1) d.y 'ro. "the data of
death, to the data of P'YNnt. T.... which bac... d.llnquent b.for. January I, 1.12 b..r Int.r..t at the r.t. of
,I. 16X) percant p.r ~ c.lcul.t.d .t . d.lly r.t. of .000164. All tl." which b.c... d.llnquent on and .ft.r
Janu.ry I, 1912 will b..r Int.r..t .t . r.t. which will v.ry frol c.landar y..r to c.l.ndar Ylar with th.t r.t.
8nnOUnC.d by the PA O.p.rt.ant 0' R.v.nu.. Th. appllc.bl. Intlr..t r.t.. far 198Z through 1996 ar'l
PENALTYa
!!!! Int.r..t R.t. D.lly Int.r..t Factor !!!!' Int.r..t Altl O.lly Int.r..t Factor
1982 ZOX .0005U 1987 'X .oanu
1915 16:< ,QQUSI 1911al991 ltX .001301
191" 11:< .DOOSOI 1fJ9Z 'X .Gon"7
1915 u:< .000556 1995'1994 7X .Oao192
1916 lOX .0DOlI" 1'95a1996 'X .000247
uInt.r..t It clleulated .. followlI
INTEREST. SALANCE OF TAX UNPAID X NUNSER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
aolny Natlc. I..ued .ft.r the tax baeo... d.llnqulnt will r.fl.ct an Int.r..t cllculatlon to fl't.ln (15) d.ys
beyond the d.t. 0' the ........nt. If p.yaant I. .ad. .ft.r thl Int.r..t co.,ut.tlon dlt. .hown on the
Notice, .ddltlan.l Int.r..t .ust bl calculat.d.