HomeMy WebLinkAbout96-00205
Thls is 10 certify thai 111<,' infurllI.llion hl'n' ,.;in'J1 i~ lorrncl\' wpinl fmm .111 lIri~il1.11 ((.'nifi(Jtc of de.',IlI~ .duly filed with
I.u(alltcgislrar. The ori~in.11 u,rtifilau' will he.' fllrw.mlnl III Ihl' St.lIt Vir,lI Hnold.\ Offill' for pl'rlll.IIll"1l fdll1g.
WARNING: It Is 1II0galto dupllcato this copy by photostat or photograph.
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3201270
NOV 27 1995
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CDMMONWULTH 0' PENNSYLVANIA' DEPARTMENT D'HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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L Nov. 26, 1995
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I. Hale
William !I. "nrlzell
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210 Avon Orivo
C.rli.l., P. 17013
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York, York Co. PA
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last J1111 aub ~t$tamtnt
I, WILLIAH H. HARTZELL, of the BDrough of Carlisle,
Cumberland County. Pennsylvania, declare this instrument to be my
Last Will and Testament. hereby expressly revoking all Wills and
CDdici1s heretofDre made by me.
ONE: I direct my Executrix to pay all Df my debts.
-
funeral and administrative expenses as SDDn as may be done
cDnveniently after my decease.
~ I give, devise and bequeath all Df my estate
Df every nature and wherever situate to my wife, Helen H.
Hartzell, prDvided she survives me by thirty (30) days Dr more.
THREE: If my wife. Helen H. Hartzell. has predeceased
me Dr failed tD survive me by thirty (30) days or more, I give,
devise, and bequeath all of my estate Df every nature and
wherever situate to my SDns, Andrew K. Hartzell and Hark
William Hartzell, in equal shares, per stirpes. If any Df my
aforementiDned SDns ShDUld predecease me, their share shall be
divided equally by their issue WhD survive me. If one of my sons
have predeceased me and their issue have not survived me, then
said share shall be divided equally by the surviving SDn which I
have named herein or the surviving issue Df a SDn WhD has
predeceased me but only tD the same extent my SDn would have
received if alive at my death.
1
ACKNOWLEDGEHENT AND AFFIDAVIT
-
WE. WILLIAH H. HARTZELL, KATHLEEN H. KENNEY and SHARON L.
SCHWALH, the testatDr and witnesses respectively. WhDse
names are signed tD the foregDing instrument, being first duly
sworn, dD hereby declare to the undersigned authDrity that the
testator signed and executed the instrument as his Last Will
and that he had signed willingly, and that he executed it as
his free and vDluntary act for the purpose herein expressed,
and that each of the witnesses. in their presence and hearing
Df the testatDr, signed the Will as a witness and that to
the best Df their knowledge the testator was at that time
eighteen years Df age or Dlder. Df sDund mind and under nD
CDnstraint or undue influence.
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COHHONWEALTH OF PENNSYLVANIA:
CDUNTY OF CUHBERLAND
ss.
Subscribed. SWDrn to and acknowledged befDre me by
WILLIAH H. HARTZELL, the testatDr, and subscribed and SWDrn
tD befDre me by KATHLEEN H. KENNEY and SHARON L. SCHWALH.
witnesses, this 2b~ day Df September, 1987.
m ^. !OROISOII. "GlARY rur.uc
C LISLE BORO. CUMBERLAilD CDU~lY
MY COMIJISSION EXPIRES DEC. IS. nil
M.mber. f.nn"IY,nla ASSOciation at notarl.S
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent I tud/t'u. ~l-\ /.( .
Date of Deathl ,;J(p MOtltmbf't"
({'H'.h.~11
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Will No. /'fl(h -()(J'2OS'"
Admin. No. at ttfo - () 'I os
To the Registerl
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
to -16 -rt6 I
~
Address
JI~/~p /11. Ha.rl2.elf pro ,4VtI}1 {),-/'vtil. at' 1t;1.. jJ;1 (7or 5
(<;0/... bel1eJ,tfar-.,)
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except IV/rf.
,
Date I 6 - /~ -fj'h
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Name 1)q",'t! ( J
Address 7
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Telephone(7,7) Z'(')-Cf,.';o
Capacity: Personal Representative
~ Counsel for personal
representative
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20. If lint 19 is gr.ot.r thon lint 18. enl.r th. din.rence on line 20. This b the OVERPAYMENT.
110 .":r.r:I"II"""'I"TI.I'..II"III.I'I~'IIII'.' .1~m:r:-=""'j'I'I.''''..I.'''I!1!.ITllil'',1
21. 1I11n. 18 is greo,er Ihon line 19, enlt' the diff.rence on line 21. This is the TAX DUE.
A. Enler ,he inl.,..t on the balance due on line 21A.
B. Enter th, total allln. 21 and 21A on line 218. This is the BALANCE DUE.
Make Check Payable tOl Regbte, of Will.. Ag,nl
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ...c:...c:
Under penalties 0' perjury. 1 dedar. tholl ho.... examined this return, induding accompanying uh.dules and ,!ol.men's. and 10 the b.,t of my knowledge and beli,f.
il is Iruo. correct and complete. 1 dedor. thai all r.ol.,tott hos b..n reported 01 true morbi value. Oeclaration of prepare' olh.r than ,he penonal tepre,.ntalive h
ba,.d on 0\1 information a' whith preparer ha, any knowledge.
!UGNA un Of 'U$O~ ~u~'"'' O'"~'IjO "'U'N AD~""" l. /,. ',..J DA"
~ -y1J. .~)IJLLLd)l' ;.:f{ iltlJ..U;d(, L7!-L'7a.r 3 -~- 'It,
GN u. 1 Of 'lIE'~. .9J......... J ~ '1 $~lATI""( AOO'.~ . ' . OAt( .
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COMMONWU.UH Of '(NN$YlVANI....
DU.......M(N' Of IUV(NU(
Of" 210601
HAUI5IUIIO. PA 111:l1.Q601
Dl DIN' NAMIII....$. flUl. AND MIDDl! INITIAl!
/77- e,..
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
~O. DATlS O. DIAT, H AnlR12/3I/,9t CHICK HIU
If A SPOUSAL
POYIUY CUDlT IS CLAIMID 0
"LIN'UM.ili};1 f,l~ IW. ",,9(., _".:u~
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COUN'~ CODE ,'6.;105 YEAR. ICI9''' NUM8ER
.$ 'QMPU l ADDU !Ii
OIf.IOfN
210 Avon Drive
Carlislo, PA 17013
s.~:L:' .CL:.lllLetland
AMOUNt ..'11....10 I!oH IN$UUCTlON!.1
56..1139...55
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M. L
Remaind.r R.lurn
(for dOl" 01 dealh pfior to 12.13.82)
F.deral Edole To.. R.lurn R.quir.d
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rJ 2. Suppl.m.nlol R.lurn
[} .to. Fulur. Inl.rel' Compromise
('Dr do... 0' d.a.h olt.r 12.12.821
o 6. D.eed.nl Di.d TeI,ol. 0 7. Det.d.nl Maintained a living Trust
(Allath copy of Will) (AIIOth copy of Tru,')
ALL CORRlSPONDENCI AND CONfiDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAME COM"nl MAilING AOOI:U!o
Original Relurn
o 4. lImil.d Ellal.
Jl.. 8. Total Number of Safe D.posit Bo....
Hartzell Helen
m"HONE NUMIU
210 Avon Drive
Carlisle, PA 17013
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I. R.al E.,o'. (5ch.dul. A) (I )
2. 510<h ond BondI(5ch.dul. BI (2) Ji55,914.55
3. Clollly H.ld 510ck/Partn.nhip Inl.r.,' (5<hedul. C) ( 3 )
A. Mortgag" and NailS R.e.ivabl. (Sth.dul. OJ l.t J
5. Cosh, Bonk D.pasits & Mi,e.lloneou, P.nonal Property ( 5 ) $92 5.00
IS<h.dull E)
6. Joinlly Ownld Prop.rty 15th.dul. F) (6)
7. Tranlfen (5<h.dull G) 15ch.dul. l) (7)
8. Tolal Gran An.ts (lolallin.. 1.7)
9. Fun.rol ElIlp.n'.', Admini,traliv. Costs, Miltellaneaus 19) $0. on
hp.n", (Seh.dule H)
10. D.bll, M.rtgogl liabilili... lI.nl (5ch.dull I) (10)
11. Total D.dudion, (tolalline. 9 & 10)
12. N.t Valu. 01 E,lol. (lin. B minus lint 11)
13. Charitabl. and Governm.nlal Bequelts (Sthedul. J)
1.t. Net Valu. Subjed to To.. (lin. 12 minus lint 131
15. Spau,ol Transf.u (for dot" of deolh ah.r 6.30.9A)
5.. In,lrudion, lor Applitabl. P.rttnlage on R.vene
Sid.. (Indud. valu.. from Sthedule K or Sth.dul. M.)
16. Amount ollln. 1.t ta..able at 6% lale
(Indude valu.. from Schedul. K or Sthedule M.)
17. Amount of lIn. lot to..oble at 15% rate
(Indud. valu.. from Sthedul. K 01 Sth.dule M.)
lB. Principolla.. due (Add to.. from Un.. 15, 16 and 17.1
19. Credils Spau,al Poverty Credit Pliar Payments
(191
(20)
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(11)
(12) .$56..EJ9.55
(13)
(14) .$5Q,BJQ. ~~
(15)
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(161 N/A
)( .0611
(171 --1I1J-.
)( .15.
(181
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Oiltount
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$0.00
(21)
(2IA)
(2IB)
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Ad '48 0' 1994 provld.. 'or the r.ductlon 0' the tall rat.. Impo..d on the n.t valu. 0' tranal.,. to or 'or
the u.. 0' the .pou... Th. rot.. a. pr..crlb.d by the .tatut. will b.l
. 3% (.03) will b. appllcabl. 'or ..tat.. 0' d.c.dlnt. dying on or after 711/94 and b.'ore 111/96
. 2% (.02) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or after 111/96 and b.'ore 111/97
. 1% (.01) will b. appllcabl. for ..tat.. 0' dlc.dlnt. dying on or after 1/1/97 and b.'ore 1/1/98
. Spou.al tranaler. occurring on or after 1/1/98 will b. .ll.mpt 'rom Inherltanc. tall.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.0-) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transler and:
a. retain the use or income 01 the property translerred, .........................;.............................
b. .retain the right to designate who sholl use the property translerred or its income, ...............
c. retain 0 reversionary Interest; or ...................................................................................
d. receive the promise lor lile 01 either payments, benelits or core' .......................................
2. If death occurred on or belore December 12, 1982, did decedent within two years preceding
death transler property without receiving adequate consideration' If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration' ...................................................................................................
3. Did decedent own on 'in trust lor' bonk account at his or her death9......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
yOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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COMMONWu'lfH O' 'fNNSYlVANIA
INHUlfANCf I.... I"UIN
-UIOfNI DICIOINr
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PlIo" P,lnt o. T pi
tl19C. -02v<,-
,.
trJr/!r"CI(I( !Ie,,' <7c-f(
ITEM
NUMBER
A. Fun..al Expln..1l
1. No deductions are claimed at this time because no tax is owed
B.
4.
C.
I.
2.
3.
4.
5.
6.
7.
8.
DESCRIPTION
AMOUNT
I.
Admlnl.t.atlvo Ca.tll (same as subsection A)
Personal Rep...enlalive Camml..ian.
Social Seturily Numbe. of Personal Reprosenlative:
Yea. Cammllllans paid
2. Alla.noy Fees
3.
Family exemption
Claimant Helen M. Hartzell
Add.ell 01 Claim anI 01 decedenl'. dealh
SI.eel Add.e.. 210 Avon Dr1 ve
Cily CarliSle,
Zip Code 1701)
Relalionlhip Spouse
Slale PA
PlOball Fo..
MI.coUonlOu. Explnlll' (same as subsection A)
TOTAL (Also onle. an line 9, Rlcapilulation)
(II more .pacI I. n..dld, In...t oddltlanollh.." 01 laml II...)
50.00
II'flJQlUt'U1J
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plio" Print or T .
FILE NUMBER ,9./(((", ~c)70(,
.
COMMONW!AltH O' '(NN,nVANIA
IHHIIITANCI 'AX InUIN
IIIIDIN' DlcrDINT
(All property Illollr-o'~ with ,h, II,h' If S...'....h'p ..u.t ~I ~I..II"~ 10 S.h,~ul, PI
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
1.
One 1986 Buick LaSabre, White, $128,000 miles
$925.00
2. Bank tiepositsl
s
(Alloch odditionol 8Va- x 11- ,h..t, if mar, 'pac, II n..d,d,)
-_m~_'~:~~~1f{\':;S:~~~.~;;;'.>~-~~_ri~7C;'V~"~"'-"
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COIlMONWIAllS O' PINNIYlVANIA
INHIIIIAN IIAIl 111.IN
IIIIDIN DICID NI
/).Jdkti.'lt nt' 'Zel(
SCHEDULE B
STOCKS AND BONDS
BER.?f9(- _0'200:;-
(All proPlrty lolnlly..wnld with Right o' S.",lvarahlp mu.t bl dIIClo..d on 5chldull P.I
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
Of DEATH
$26,497.55
$23,111. 00
$5,477.00
$829.00
1.
2967 Shares(common) $8.93 Market/Share Kemper Stock
164 Shares(common) $30.25Market/Share Dauphin Uepos1t
Bank StDck
211,744 Shares(common) $25 7/BHarket/Share PP&L
21 Shares (common) $39.50 Market/Share T1me Warner
(employee stock)
2.
3.
4.
TOTAL Ah. In'" on Iinl 2. RICO It.latlan
(II mall.pac. i. n..dld. Inllrt addifiana' .h..t. 01 .aml alII.)
S
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LAW O"ICE 0,.
DANIEL J. SODUS
7 I"VINE Row' P.O. Boa g3lS
C..LlaLE. PA 17013.0D3G
TEl.CPHONE
17171 243.1787
FACSIMILE
.717. 243.gg48
March 29, 1997
Ms. Shirley Baughman
District Administrator
PA Dept. of Revenue Bureau, of
CollectionB and Taxpayer Services
Harrisburg District Office
Lobby, Strawberry Square
Harrisburg, PA 17128-1405
Re: Estate of William M. Hartzell
Date of Death: 11/26/95
File No.: 2196-0205
Dear Ms. Baughman:
Per your recent letter concerning the above referenced estate,
enclosed please find a copy of the Inheritance Tax Return mailed
this date by certified first class mail to the Register of Wills of
Cumberland County Pennsylvania.
I was informed that the Inheritance and Estate Tax Act
requires a return to be filed only when inheritance tax is owed or
might be owed, All of Mr. Hartzell's interest in any property was
transferred to his spouse at the time of death. Mr. Hartzell died
after January 1, 1995. Accordingly, no tax is owed nor is it
possible that any tax might be owed.
Nevertheless a return has been filed and a copy of the return
is enclosed. Please do not hesitate to contact me with any
questions or concerns regarding this matter.
Very truly yours,
(7) ./J
--'l../eU .
Daniel J. Sodus,
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cc: Register of Wills
Cumberland County, PA
Mr. Thomas Hooper
Revenue Investigator
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LAW O,,.CE 0'
TItLl~HONI
1717'243'1787
F...CIIM'LI
(7171243.0048
Dear Sir or Madame:
The Department of Revenue has requested that I file the
enclosed Inheritance Tax Return. Please accept the original and
one copy of this document for filing. Please time stamp the second
copy for my records and return it to me in the enclosed self
addressed and posted envelope. Thank you.
DJS/nol
r;zy truly yours
~Mt~.
Daniel J. Esquire
OQ .a :0
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7 I"VINIt Row. P.o. Box 038
CA"LIILI. PA 17013'0038
DANIEL J. SODUS
March 29, 1997
Register of Wills of
Cumberland County, Pennsylvania
One Court House Square
CarliSle, PA 17013
Re: Estate of William M. Hartzell
Date of Death: 11/26/95
File No.: 2196-0205
1.rIN- (,
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BUREAU OF INDIVIDUAL TAXES
INHlIITAHC! 'AX DIYIIION
DlPT. 110611
HARlIIIURO, Pi .71rl-"0.
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF IN~ERITAHCE TAX
AffRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DAT!
!STAT! OF
DAT! OF DEATH
FILE NUHBER
COUNTY
ACN
07-07-97
HARTZELL
11-26"95
21 96-0205
CUMBERLAND
101
Aaaunt R.althd
HELEN M HARTZELL
210 AVON DR
CARLI SLE
PA 17013
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'n.I"'''''' 111.'11
WILLIAM
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOHG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'iv:iii4'j-EX"AFji"io3':97Y"iiil'ficEUoii"YNHEiiiTilNCE"TAX"iipPRiiisEiiiiii'-,--ALLOiiiliici-oliun----n-------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTAT! OF HARTZELL WILLIAM M FILE NO. 21 96-0205 ACN 101 DAT! 07-07-97
APPROVED DEDUCTIONS AND EXEHPTIONSt
9. Funeral Expen.../Ad.. Coata/Hilc. Expen... (Schedula H) (9)
10. Debt.lKortgoge Liobi1iti../Lian. ISch.dul. II 1101 .00
11. Total Doduction. 1111
12. Net V.lue of Tax R.turn (121
15. Charltobla/llovlrNlont.1 B.qu..b ISchedula JI 1151
1~. Net Volue of rot-ta SUbj..t to Tax 1l~1
NOTEt If.n ........nt w.. i..u.d pr.viou.ly, lin.. 14, 15 and/or 16, 17 and 18 will
refl.ct figur.. that includ. th. total of ALL r.turn. a.s....d to dat..
ASSESSHENT OF TAX:
15. Aaount of Line 1~ at Spou.al r.ta 1151
16. Aaount of Line 1~ taxobl. .t Line.l/Cla.. A r.t. 1161
17. Aaount of Line 1~ t.xobla .t Callat.r.l/Cl... B r.t. 1171
1a. frinaip.l Tax Duo
TAX CREDITS:
fAYltENT
DATE
TAX RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Elt.t. (Schedul. AI
2. Stock. and Bond. ISchedul. BI
3. Cla..ly N.ld Stock/f.rtn.r.hip Int.r'lt ISchedul. CI
~. Kortgage.lKot.. Roc.ivobl. ISchedul. 01
5. CaahJB.nk Depollt.'Hllc. Parlanal Property (Schedule El
6. Jointly Owned froparty (Schedul. FI
7. Tranlf.r. ISchedul. GI
a. Tot.l A...t.
RECElfT
NUllIl E R
DISCDUNT 1+1
INTEREST/PEN fAID I-I
I I CHANGED
III
121
131
141
151
161
171
.00
55,914.55
.00
.00
925.00
.00
.00
lal
HOTE: To in lure proper
creeS! t to your ac:COU'It,
lubIolt the upp.r portion
of thi. fora with your
tax paY"ent.
56.839.55
00
56,B39.55
.00
56,839.55
.00
.00
.00
.00
.00
.00
.00
.00
. IF fAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VDU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIONS.I
.00
56,839.55 X .00.
.00 X.06.
.00 X .15.
llal
AIIOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
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IElEAYATIDN, E.t.t.. o' decedent. dyIng on or bI'or. Dec.-ber 12, 1'12 .. 1. IftY future Int.r..t In the ..t.t. I. tren.f.rred
In po.....lon or enJoYHnt to ClI.. . (coll1t.r.n blMflal.rill of thl dlcldlint .ft.r thli '1qIIr.Uon of "1 ..t.t. for
11ft or for wun, thl C~lth herlbw 'ICpr'''b r'Mrv.. the right to ...,,1.. end ...... tren".r Inhlr1tenc. TUII
.t the l.wful CI... . (coll.t.rll) r.t. on enw .uch future lnt.r..t.
"'-(1'
NlJTIa:, To fulfIll the r....lr--.h of 51Otlon ZlU 0' the Inhlrltmce end Eltlt. TIX Act, lot Zl o' 1995. (72 P.5.
Section 9140).
PAYMDIT, DetlCh the top portion of th" Notlc. end .ubIIlt ..Ith pur "WMnt to the A....t.r of "1111 printed on thl rltVlr.. .Ide.
--..... check or ""'11' order p.wlbll to I REGISTER OF MILLS, AGENT
IEF\III (CAh A r.hnd of . lex credit, which .... not r....tld on the Tax R.turn, ..w be reque.tld bv c..,l.tlng .., .Appllcetlon
lor Rehn:l of Penneylvenl1 Inhlrlttne. end E.t.t. Tu. (REV"'131S). Appllcatlon. .r. WIll_I. It the Qfflc.
of the _..I.t.r of Willi, '"1 of the IS R.venue DI.trlct Offlc.., or bw cll1lng the .pecle1 Z4-hour
.......rlng Mrvlc. nuMMin for 'or.. ordering I In Penn.vlv,"l. l-100"'16Z"Z050, out.leII Pem.vlv.,.a WId
..I thin 1000l HarrIsbUrg .r.. (717) 717.1094, TDDI (717) 77Z"'ZZSZ (HearIng 1."lred OnI1).
aLECTlONSI Mv Plrty In Int.".t not ..t..111d ..Ith the epp"......t, .UCMlInC, or dl..Uownc:. of deduction., or .....lMnt
of tlX UnalucU", dllCOW1t or Inter..U .. Ihowt on \hI. Notlc. .,.t object ..Ithln tlxty (6OJ dlv. of rec.lpt of
thla Notice bvl
.....rIU." prot..t to the p, Dtplt'-'t of RIVWIUI, IOIIrd of Appull, DlPt. ztUZl, HarrisbUrg, PA 17UI"lOZ1, 01
.......leotlon to havti the ..Uer dltlMlIMd It tudlt of thI account of the perlOnll rlPr..."tlUve, OR
.......1 to the OtPtwt.. Court.
AllIIN
ISTllATlIIE
CORRECTIONS,
F.tull erron dlKovered on th" .........,t Ihould be Iddre..ect In ..rI Una tal PA Depart...t 0' RaVItIUI,
lureeu of Indlvldull Tex.., ATTNI Po.t A.....llnt R.vl... unit, Dept. ZIO,Ol, HarrIsburg, PA 111ZI-0'01
Phone (717) 717-6505. See PIlI 5 of the bookl.t -In.tructlonl for Inherltanc. T.. R.turn 'or a A..ldlnt
Deoadtn~ (REV"1511) for an .xpllnltlon of adalnl.tr.tlve1>> correctable .rrorl.
If anv taM .. 11 "Id within thr.. (5) calendar aonth. .fter the decldlnt'. delith, a five percent (U) dhc...t of
the tax p.ld II 11IOMld.
The 10 tax ......ty non-perUolp.tlon pen.1 tv 11 COIIpUted on the tobl of the tlX end Interllt IIHI"", _ not
,.Id before .....rv 11, 1996, thl flnt de>> I,t.r the end of the taM MnI.t1 period. Thh non"PlrtlclPIUon
,....lty 11 .....Iabl. In the ... ..-ner Md In the the ... U.. perIod II VOU would .....1 the to end Int"..t
u.t hat bien ......... II IndlClted on th" notlc..
DIICOlIITI
POIAI.TY.
Ill1tIlEST .
Int.r..t I. chtrsted belJmlng ..Ith flr.t eIIv of dell~1, or nine (9) aonttl. end OM ClJ dav frOll thI det. of
death, to tM date of p~t. T.... ....Ich bee-. dlllnquMt before Januet)' 1, 19IZ belt Inter..t et the ret. of
.Ix (0) percent PIt .",.. celcul.tlld It . dalh ret. of .000164. All tax.. .....Ich bee_ dtllnquant on Ind eft.r
......,. 1, l..Z will bur Int"..t .t . rete .....Ich ..Ill VIIrv frOll cl1tnd1r VHr to clltndlr v..r with that ret.
~ bv the PA Dtplrt.."t of Aev...... l'hIappllClbI. Inter..t ret.. far 1912 thrDUllh 1"7 It'l
t!!t Int.r.1t R.t. D.lly tnt.r..t Factor !!!r Int.r..t A.t. Dally tnt.r..t 'eator
I9IZ ZOX .000541 1917 tx .000Z47
I'" 161 .GOOOI 1'''-1''1 IIX .000301
1'" IIX .000301 I"Z tx .000Z47
1,.5 15% .000556 1"5-1'" n .0001tz
1'" lOX .000Z74 1"5-1"7 tx .lOotn
....lnbMl.t 1. calcul.ted .. faU....1
INTEREST . BALANCE OF TAX UNPAID X NUKlER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.....An1 Notlc. 1.1UId .ft.r the tlM btcoaI, delInquent ..111 r.flect In Int.r..t c.lcul.tlon to fIfteen (15) dev.
bevond the ct.t. of the .....~t. If P'Vlllnt I. ndI IIt.r thl Int"..t COlPUt.Uon ct.t. thCMIn on the
Notlc., IddltlDnll Int.r..t .u.t be celcullttd.
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: t(J/I((ru'l It'l' f" II
Date of Deathl If.;)e '{c,-
Will No. ')f 'r".{J:Jo<: 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 estatel
1. State whether 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 ,'11/;1
I
3. If the answer to No. 1 is Yes, state the following I
a. Did the personal representative file a final
account with the Court? Yes No l/ .
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 ma!-.~\attac~~d .,to/this report.
Date: :;;;;3. 2c2>o ' ),'/1l~~/ ( / -~ (,'~?
Signature
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Name (Please type or print)
7 Ir v,.h /(;..J (,:. I. ,k 1-'11 ,,-,3,
Address .'\ <c. (11,.1..1 'JI Yi,-I, lil 17"U
1;'/7) -.)(/, . <) '(G I-
Te 1. No.
Capacity: Personal Representative
I~Counsel for personal
representative
(MAH:rmf/AH3)
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.PItrC row NmlItld IddtIN on lhI..... 01 tNI fonnlO that.. c:an flCurn ltil
....11.""'.
._...... 10 tho""" tho moIpIoco. 01 en Iho bod<"...- _ not
'=R.Mn /IocoIpI RoQuoond'en tho moIpIoco boIow tho ___.
'Tho RoIImRtcolpl.._Io_tIol/lldOwo._ondlhodal.
-
to:
"DAN I E'L .:r...:)ooU~, E<5Q.
1 I~VII'JE:. Kow-
o.PtRL\~L(;, PA.
11013
5. Received By: (PrInt N_)
I 8. lllgnallllll: (AddINUe or Ag<<ll)
X
.I
PS Form 3811, Decembtr 11194
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US PoslaI Sorvlco
Receipt for Certified Mall
No Insuranc. Coverege Provided.
Do nol usolor InlemaUonel Mall Se. reverse
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SpodaIllII"'Y F..
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8l ReIum Rec8pI SIlc>mg to
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a IIoUn ,*",Sh>oiIlb_
< DIlt.1 Mhs.'iMtlll
g TOTALP....ge&F... $
co
M Poslmlrtl 01 Ome
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I 0110 wish to receive tho
'oUowIng IOrvtco. ('or on
.xlra 'e.):
1. Cl Addr....... Addr_
2. Cl Re,lIIcIod Dollvory
Consult poelmal1er tor 'H.
40. ArUcI. Number
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[] Rogil1.rod ~ Cor1lnod
[] Expra.. Moll [] Ineurod
[] Rolum ~ 101 Men:hIncI.. Cl COO
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JRD/June 30, 1992117858
DEe 2 7 19~
In Re: Estate of WILLIN-l M. IW1I'ZELL
Late of CJ\RLISLE a>1UX.>H
Estate No.: 21e1996.0205
ORPHANS' COURT DiVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLV ANlA
No. 1996.0205
NOTICE OF FAILURE TO FILE SfATUS REPORT AND REQUFSf TO
CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
D!\NIEL ,1, SODUS, ESQ.,
Date of Decedent's Death:
11026e1995
Date of Delinquency Notice:
10.4e1999
The undersigned, Mary C. Lewis, Register of Wills. in accordance with Rule 6.12, Supreme
Court Orphans' Court Rules. hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal representative nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on 10.4e1999 ,19_, and that the ten (10) day notice to file the StalUs Report has expired,
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative.
Date: 12.2701999 ~;~,~~ VWI
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HEl\RING IS Sa-IEOOLED FUR
CUJm:'1UM 00. 3. IF THE STA'l'llS REF\)
WILL AUTCMI\TIClILLY BE CAN':ELLED.
AT _ P: .::3/J IN
FILED PRIOR 'Kl THE HFJ\IUNG Dl\TE, 'IllE HEl\RING
, P.J.