HomeMy WebLinkAbout96-00230
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PETITION FOR PI~OnATE and (;RANT OF LETTERS
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Hq.'I\ll'f 01 \\'llh Inl llll'
(\111111) III ("lIllllll'II.llhlllllhl.'
('1111111\1111\\1,.',11111 1111'1.'1111\)1\.11I111
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So(",1 S",.,,, 11\' So.
223.92.3286
The petilion of Ihe nnder,i!!ned respl'clfully leprC\enl' Ihal:
Your pelilionerls)' who is/arc I S year, of a!!e or older and Ihe C\eculor
in the la,t will of Ihe ahove decedenl. dOlled
allll codicil(s) dOlled
named
.Iunuur)' 31.1'.179
lslale rclevenal cllcum'lances. c.!!. renunCIation. dealh ot execulor, elc.)
Decedenl was domiciled at dealh in Cumherluud
her lasl family or principal residence OIl
Connly. Pennsylvania, wilh
9~0 Wulnutllnllum nuud
Curllsle.I'A 1701.' SC"rn'l>DLlTC'I-l I
I 1St ,Ireel. numler alll mumClpa Ily)
Decedenl,lhen 88 years of a!!e, died
at 9~0 Wulnutllullulll nuud Curllsle,l'A 1701.'
Except as lollows. decedent did not marry. was not,h\'(1rced and ,hd nol have a child horn or udopted
after execution of Ihe will offered for prohale: was nolthe viclim of a killin!! allll wa, never adjudicated
incompetent: \}ecedcnt's husbund. S. Fentun Cullins. died Februur)' 7.1992.
l\Iureh 12. 1996
Decedent at death owned properly with estimated values as follows:
(If domiciled in POI.) All personal properly
(If nol domiciled in POI.) Personal properly in Pennsylvania
(If not domiciled in POI.) Personal properly in County
Value of real e,tale in Pcnn'ylvania
situated as follows:
$
$
$
$
250.000.00
WHEREFORE. petilioner(s) respectfully requesUs) Ihe pro hate of the 101'1 will and codicil(,)
presented herewith and Ihe !!lanl of lelters Tf :.11 i I \ If' I~ j 111"/
(te,tamentary: admllllstratlon c.I.a.; admimstlatlon d.h.n.c.t.a.)
thcreon.
(t~ hi,;- ,7. (~({,;,..",
Ashby ;/ F. Cullins
19 Alicrs nuud Curlisle.I'A 1701.'
OATH OF PERSONAL RJ';PRSENTATlVE
COI\II\IONWEATLII OF I'ENNSYLVANIA
COUNTY OF CUI\IIlEnLAN\)
The petitioner(,) ahove.nmned swearts) or aflirm(sl Ihat the ,tatement inlhe fore!!oin!! peition arc
tnte and correct to Ihe hesl .,1' the knowled!!e and helieI' of petitioner(,1 allllthat as personal represen-
lalive(s) of the ahove deceuenl pe!illl'.ner(sl will well and truly administer Ihe e,tate accordin!! to law.
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Sworn 10 Ol ,Iflirmed and suhscrihe,:
hefore me Ihis 1 5 t h dOlI' 01
I\lurch.19% .
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LAST \Ill.!. ANIl 'l'r;S'I'AMJo.:N'l' m' JANr; II. COLl.lN::i
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Iginin being of uound
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Ilast will and teotnment,
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I time heretofore made.
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II. Cullino, a ronirlent of r'ront !loynl, Warren County, Vir-I
mind and memory do make, publloh and declare thio to be my!
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and 1 do hereby revoke any and nIl willo by me nt any i
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1 direct that my Exccutor hereinaftcr nlUDed uhall pay all of my
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I' just debto and funeral expenueo nu ooon after my denth no may be conveniunt.
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ilof my property, peroonal, real or mixed and wherever oituate, to my huoband,
,
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lis, Fenton Collino, in fee Dimple aboolute.
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Ilceaoe me, or if as the result of an accident or common disaster my husband and
iiI die simultaneouoly, then I do give, bequeath and devise all of the rest, resi
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!Idue and remainder of my property, personal, real or mixed and wherever situate,
lito my sons, Ashby F. Collins and William I. Collins, share and share alike in
Ifse simple sbsolute. In the event that either or both of my said sons should
IIpredecease me, then I direct that the ohnre of my oaid estate so passing to my
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!Isaid sons under this said paragraph of my oaid last will and testament shall be
Ilvested in and pass to the children of my sa;d deceased sono per stirpes.
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lias the said Executor of this my unid last will and testament, and I do hereby
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. iifllrther direct that no security shall be required of my said Executor upon the
'I!proper qualification of my said Executor. In the event that my said husband, S.
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1 give, bequeath and devise all of the rest, residue and remainder
III
In the event that my said husband, S. r'enton Collins, should prede~
IV
1 do hereby nominate and appoint my said husband, S. Fenton Collin ,
~~:
"r'enton Collin~, nhoulrl predecenoe me or in unable or unwilling to serve as my
oaid Executor, then 1 do hereby nominate and appoint my oaid non, Aohby F.
Collins, as the said Executor of thio my snid last will and teotament, nnd 1 do
ihereby further direct thnt no
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',upon
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Ilary
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event that an ancil- '
security shnll be required of my said Executor
the proper qualification of my oaid Executor.
In the
executor is required at the time of my death to oerve with my said son,
Alhb7 F. Collins, as the said Execulor of this ~ said laot will and tentament,
then I do hereby nominale and appoint George M. Wines as the Bald ancillary
I Executor of this ~ Bald last will and testament, and I do hereby further direc
that no securily shall be required of ~ cold ancillary Bxecutor upon thc prope
qualification Ol my caid ancillary Executor.
In witneas whereof, I have hereunto oet my hand and eesl on this
ii )lot da,y of January, 19'/9.
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II (, /..J. .. , (SEAL)
~4/- ..~.t (""~_'. 14~
II U JANE H. COLLINS
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I The above signature of the teotator and the foregoing will woo BC-
knowledged by the oaid teotator to be the laot will and teotament of the said
teotator in the presence of uo, two competent witneooeo preoent at the name
time, and we, the said witneoseo, as attesting witneoses hereunto oubocribe thi
oaid will on the date laot above written in the presence of the said teotator
and of each other and at the requeot of the oald testator who was then of sound
mind and over the age of eighteen years.
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WITNESS I
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WITNESS
STATE OF VIRGINIA
I COUNTY OF WARREN, To-WITI
On thio da,y before the underoigned, --.d{ JEA':'" :..1 ,))t-dG/,<-,
a Notary Public in and for the County of Warren in the State of Virginia, did
peroonally appear Jane H. Collins known to me to be the teotator and
B:u-J II< MJ.lt ,~ and .!)utT:t,(;( )(fJ{ik~ known to me to be the
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lwitneoscs, reopective1y, and whose names are signed to the foregoing will, and
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:all of theoe peroono being by me first duly sworn.
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i The said teotator, Janc H. Collins, declared to me and to the said
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!Witnesoen in my preoence that the aaid will was her laot will and teotoment and
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D NO. AA
112856 COMMONWEALTH OF PENNSYLVANIA
DlPARlMINT OP RIVINUI
OFFICIAL RECEtPr · PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
1''''..'11'.....'
RECEIVEO fROM:
ACN
ASSESSMENT '='
CONTROL iii
NUMBER
AMOUNT
i
Fr~EY ROBERT G
5 S HANOVER STREET
101
:DJ.~,&.fVV.UV
CARLISLE, PA 17013
. 'OtDHUf
ESTATE INFORMATION:
I!:t FILE NUMBER
~ 21 -1996-023Cl
I!:t NAME OF DECEDENT (LAST)
I;iI COLLl NS JANE H
II DATE OF PAYMENT
a POSTMARK DATE
COUNTY
SSN 223-92-32136
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAlO
SI3,iIOO.OO
P/3
ASHBV F COLLINS
C/O RODERT G FREY ESQUIRE
CHECKII 10
SEAL
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'122 ..,
RECEIVED BY /:1,;~ / ./ t ~,.I. ,,: . 11..1 -;//~.I/'(~
. ;SIG A1URf ,,' ,
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MARY C. LElotts >(';, . "'.' ../ .
REGISTER OF WILLS .
REGISTER OF WILLS
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ran OAI(90r DlAtIl "rUR tZ/31.....1 CHECK HUU
tf A SPOUSAL
f'DVfln, CHtOlt IS ClA.tAlO I I
f1ltHUUUtH
CWI"lQNWlAll11 or ru."sYI \,""IA
Olf'A.IlI"'l'~' Of IltVI "'Ul
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO DE FILED IN DUPLICATE
WITH REGISTER OF WILLS
C!lljtjl'l't:OIJl
(JI C11l11H:, COIJI'l!. TI A[J{)1\l ~,')
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(If APPlICABlEj SUllVlVINO spouse 5 '4""'[ (["5'. f 11151 AtlD loll !
SOCIAL Sf CUI1ITY t.UI'JI\lH
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,j Qe Oeced~lD.-dTell&I'
>.BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH<<
Und.r penalties 01 perJUry. I declare lhall ha.... e.amlOed 1M relum, loclUlllng accompanYIng stl1edlJes and stat"nlt!nls, and 101M beSl 01 my knoWl~dg. and behel,
il is tl'\l'. coree! Ind c:ompI.te. I dedare thai an real estate has been repol1ed altrue mal\et ...alue Dedalallon 01 preparer other than Ihe personal represenlall"'O l'
based on all inlormatlon 01 \lIIlict1 preprer has any knowledQ8.
SIGNA.TURFfJF, J;' RSON A S~CWSlBLE FOR FILING RETURN
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SIGNATURE ~r ARER OTHER THAN SENT A.TJ.lE
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ALLCO""UPOHDEHCI AND COHf1DEN11AL TAXtNfOAMAT10N SHOULD III DIAECTEDTO:
,,"A'"'E
t.rt" wnclTllr
TELEPHONE NUJJBER
171711.1.\.~H.\H
Real E,tlll IScrledllle "I
2 StockS.ndBon<I,(ScrlIdIlI4lB)
3 CIoNJy Hlld StlXlr.'P.fI,..rlPllp Intlr.. (Scheaull Cl
" MoflglQ8llrod ,,"Otl' Rece,Ylblll!;chewle OJ
S Cash. Bank Dlpol'ts & M,,,ell&olO\l' Plrsonal Propefly
COMPlETE IJAIU'~G ADDRESS
$ SClulh IhHlIIH'f Sln'\'I
Curll\II'.I'I'II1l",hunlll 17111.\
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'" 226.99$.1.\
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,A, 1".IH$.IKI
'" 4J<IIlI.04
161 ,,_\'11.1"
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'81
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(10)
(Schedule EI
6 ,Jow!lly O\IWl'Ie<I Procerty (Schedull Fl
Trlns!.rs (5chec:lul4l 0) (Sche<).JI, Ll
II l"lal Gorss Aults (lclaILIf'I" ,.1)
9 Fun....., E.pen,es. AOmonI,'ralNe Costs. ,""SCellaneous
E.pen"' tSchedll14l H)
'0 Detts, Moflgall' L..blI,t..s, Ulns (Schedule I)
11 Total DtductJ()f'ls (totalLI",' 9 & 101
12 Nil Vllue 01 ESI.le(Llfle 8 rTlIousLlne III
13 Chantltlle.nd Governmental Beque$ls (Schedule Jl
14 NIlV.tu.Sub!edtoTutLln,'2rTl1ousLinelJ]
(1'1
1'2)
tlJ)
(''')
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15 SpouUl Tens!1ItS (lorc1al" of oeath Inlr6f3~'9<Il
See Inll!UCll()'ls 10' Appllcatlle p.,cenllge on Reverse
SIde. (Include values Irom 5ehMlile K or SchedlJle M J
16 AmountolUnel"ta.,ble.16-.rate
(161
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2.\2.7"0."7
06.
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<C (Includ' ....Iu.. lrom 5chec:lule K or SchedlJle IJ I
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17 Amount 01 Llfle l"tI.abIe a115-, fill
"n
15.
:l (InClud' ....tu"'rom Schedule K 01' Scha(lule IJ 1
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18 Pnnopalla. d1Je (Add II. from !.lnes 15, '6, and 17)
(Ie)
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Spouul Povel'ty CreGt Pnor Payments
II,JlUIII
20 IILlJle19i5gr11111171.n18 entertnec21fllranceonLIflI20 Tl'Iis,sltleDVERPAYMENT
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21 II line 1811 W..tlr !h.n !.In. t9, ."tl'l'" d<111'lnee on LIf'lI 2' tl'lil '11"1 TAX DUE
A, Enll4' lhe interest Ol'lthe balance due on une 21 A
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B Entll th.lctal ofLIf'l' 2T and 21A on LIt\8 21B Th,s" tnl BALANCE DUE
Make Check P,y.bta to: RI Iller 01 Willi." I'll
ADORESS
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ADDRESS
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CL,..
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1.\.9",",.8.5
1".070.00
111.\.1$
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COMMONWEAltH O' PENNSYlVANIA
INHlInANCI TAX .nUIN
USlDINT DICIDINT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Prinl ar T 0
1l~1~11'll''l
ESTATE OF
June H. Collins
FilE NUMBER
21-96-230
(All property lolntly.own.d with the Righi of Survlvonhlp mu.t b. dlsclo..d on Schedule FI
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
3.185.00
Jewelry
(See appraisal auached)
2
Cash on hand (mailed and deposited day after dcath into
F & M Bank) (Scc statcmcnt auachcd)
590.22
3
Rcimbuscmcnt from CIONA medical insurancc
654,31
4
Rcimburscment fromlntcmal Rcvcnuc Scrvicc for tax paid
26.00
5
Rcimburscmcnt from Lcadcr Nursing Homc
426,08
6
Rcimburscmcnt from United Tclcphonc
7.33
TOTAlIAI.a onlor an lino 5, Rotapilulalian) S
4.tl8tl.94
(Attach additionol 8\'2" x 11" d'lllllh if more 'pace i. needed.)
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August 9. 1993 R",\ ~ <;,,:~1
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APPRAISAL \J ,\) ·
21 Dickinson Ave.
Carli,le, Penna. 17013
717.2A9.3928
TO WHOM IT MAY CONCEHN:
ThIs Is to certIfy the followIng descdbcd articlcs of jcwelry, property
of Ashby CollIns. lD .i\tters Road. Carlisle. PI\ 17013, have cUl"rent cash
values as Llsted:
Ladles engagement style diamond rIng consisllng of a brilliant (round)
cut dIamond approximateiy 3 carats in weight of GLA, COiOI" grade F and clarity
grade SI-l, the ring aLso having two stl'aight baguette side dIamonds cach weighing
approximateLy. 25 carats. the mounting being of pLatimum, vaiue. as itemized
beLo\v........................................................ $14,150.00
3.00 carat diamond @ $4500.00 per carat. . ., $13. 500.00
Two baguette diamonds, total weight. 50
carats @ $800.00 per carat................. $ 400.00
Platlmum mount Lng. ..................... II S 250.00
$14, l50. 00
Diamond wedding ring consisting of eieven singLe cut diamonds of approxi-
mately .03 carats each, the rlng itseLf being of pLatimum, value, as itemIzed
below.. . .. . ........ .... ........ ... ... .. . . . ... ........... .... $ 390.00
11 diamonds, totaL weight. 33 carats @ $500.00
per carat.. . . . . . . .. . . . . . . . . . . . . . . I . . .. . "1 $
P Latlmu.m mounting..... .. . ... .. ........... $
$
165.00
225.00
390.00
Diamond and pearl bar pin consLsting of a center brillIant cut diamond
weighing approximately. 12 carats, two additionaL diamonds, both brllLiant cuts
each weighing approximateiy .05 carats and two seed pear Ls of 2 mm in diameter,
the pin belng of filigree construction with pLatimum top with 14 karat yellow gold
border, clasp and pin, value, as itemIzed beLow.. .,.. . .... ... . .. $ 475.00
3 diamonds, totai weight, .22 carats @ $750.00
per carat. . .. ....... .. . .. . . . . .. ... .. ... .. $
165.00
10.00
300.00
475.00
Two pear Ls @ $5.00 each. . . . . . . . . . . ., ., ... $
Bar pin mounting......................... S
$
{continued}
I(YU09lh 11,..11
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COMMONWEALTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
---- -- -- - --------yl-LE NUMBER--------
21-96-230
----- ---- - -- - ---
ESTATE OF
Jane H. Collins
Jolnl 'enanl(.),
RELATIONSHIP TO DECEDENT
_.~- -- --- .-- .-.-.- -----. - .
NAME
A'Ashby Collins
ADORESS
19 Alters Road
Carlisle, PA 17013
B.
C.
Jointly-owned property'
ITEM LEnER DATE
FOR
NUMBER JOINT MAOE DESCRIPTION OF PROPERTY TOTAL VALUE OECO'S OOLLAR VALUE OF
TENANT JOINT OF ASSET % INT. OECEDENT'S INTEREST
1. A eb. 1992 8,782.28 50.00~ 4,391.14
F & M Bank. Winchcslcr, Virginia
Accl. No. 4228359 (See slalemenl auached)
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---- --
TOTAL (Also enter on line 6, Recapitulation) 5 "-;391.14
(II more space ;1 needed inu"t addItional Iheeh of lame lizeJ
IIY '~1l II. I' "1
~.(} YA
':: 'l~;;:'~
COMMONW(ALHt OJ p{tm!l'l'~'WANI^
ItHt(RI'AN(( ,..... R(TURU
R(!lIDlNIO(ClOENl
u ~_ _
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
I Plaa.a Print or Typo
fuTNUMOEiI
ESTATE Of
June H. Collins
---J------n~_-.-.-~ - -
ITEM
NUMBER
-------~-- -~--
A. I Funaral Expan.a..
DESCRIPTION
1.
Hoffman Roth Funcral Homc
Gravc Monumcnt
Gcorgcs' Flowers
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B, Admlni.tratlva co.t..
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Perianal Repre.entalive Commission. ., 33-44'5464
Social Security Number of Perlonal Repre.entative: _":_. __. ~_._ n~.
1996
Year Commissions paid _________~____
2.
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,Allarney Fee.
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'Family Exemption
Claimant
Relationship _____~___
to Frcy and Tilcy
3.
Address of Claimant at decedent'. death
Street Addre..
City
.State ____ Zip Code_
Probate Fee.
MI.callanaou. Expensa..
Advcrtising fec to Cumbcrland Law Journal
Advcrtising fcc to Thc Scntincl
Mcdical bill to Columbia North Florida
Final bill to Vitalink for prcscription mcdication
Mcdical bill to Carlislc Imaging Associatcs
Shermansdalc Family Practicc
---I
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Research fee to First Union National Bank
TOTAL (AI.o enter an line "I, Recapitulation)
(II mora spaca is naeded, Insart additional shoats 01 same siza,l
21.96.230
AMOUNT
6,351.30
376.20
32.33
5.000.00
5,000.00
287.00
60.00
67.37
736.00
325.30
2.18
45.00
20.00
18.302.68
{~J ?/ . (e
BUREAU OF INDIVIDUAL TAKES
INtllNIUIoICI tAIl DIViSION
niP'. ,"ftObOI
UAWIfIS!UIIG, II' IIl;,e'ObDI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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NOTICE OF tHltfD' '~NCE TAX
APPRAISENENT. ALLOW' _ OR DISALLOWANCE
OF uEDUCTIONS AND A~S[SSNENI OF IAK
'''''''111",;'1/.
FREY 8 TILEY
5 5 HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-0B-97
COLLINS
03-12-96
21 96-0230
CUMBERLAND
101
H
JANE
AIlou"t M...H ted
1..='===_:-.:"='-""=. -
u.j
PA 17013-0259
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA t70t3
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iffV': iscji -EX -AFP-filii: ij:fj-NOYic E - -OF --iNHEiii;: Aiie E - Y AX- A-PPRA-is EHENT -; -A L.l"liwAiie E - iili ------ - - --- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JANE H FILE NO. 21 96-0230 ACN 101
ESTATE OF COLLINS
DATE
ATTACHED
t2-08-97
TAX RETURN WAS:
I ACCEPTED AS FILED
I X 1 CHANGED
SEE
NOTI CE
RESERV~TION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Estat. {Schedule AJ
2. Stocks and Bonds (Schedule 8)
3. Closely Held Stock/Pa~tn.rshlp Int.rest (Schedule CJ
4. Hartg.ges/Hotes Receivabl. (Schedule OJ
S. Cash/Bank Oeposlts/Hlsc. Personal Property (Schedule EJ
&. Jointly Owned Property (Schedule FI
7. Transfers (Schodule G)
8. Total AII.ts
.00
226.995.13
.00
14.185.00
4.888.94
8,7B2.28
623.34
18!
III
121
131
141
ISI
1.1
(7)
NOTE: To insura proper
credit to you~ .ccount,
lubnit the uppe~ po~tion
of this forM with you~
tax p.YlIlant.
255.474.69
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expensas/Adn. Costs/Hisc. Expenses ISchedule H)
10. Oebts/Hortgage Liabilities/Liens (Schedule 1)
11. Tot.l Deductions
12. N.t Value of T.. Ratu~n
13. Ch.~lt.ble/GoYe~nnental Bequests; Non-alected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
Iql
1101
18.302.68
.00
1111
1121
1I3!
(14)
18.307 68
237.172.01
.00
237.172.01
and 18 will
date.
If an assessment was issued previOUSly. lines 14. 15 and/or 1&. 17
reflect figures that include the total of ALL returns assessed to
ASSESSHENT OF TAX:
15. Anount of Line 14 .t Spousal
16. Amount of Line 14 taxable at
17. Amount of Line 14 taxable at
18. P~incipal Tax Due
NOTE:
,00
14.230.32
.00
14.230.32
rate
Lineal/Class A ~at.
Collate~al/Class 8 ~at.
liS!
lib!
1171
.00
237.172.01
.00
X ,00:
X .06:
X ,IS:
1181
TAX CREDITS:
PAYNENT
DATE
05-17-96
DISCDUNT 1'1
INTEREST/PEN PAID I-I
705.26
RECEIPT
NUNBER
AA1I2856
ANOUNT PAID
13.400.00
INTEREST IS CHARGED THROUGH 12-23-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT I
BALANCE OF TAX DUEl
INTEREST AND PEN. I
TOTAL DUE
14,105.26
125.06
11.61
t36.67
" IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
i.5'.r/1 (,
BUREAU OF INOIVIOUAL TAKES
IHH[RI'&HC[ 'A~ DiViSION
D[Pf. Z80bOl
tIARRlSIlURC. PA Hlls-abOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~
&11-\,110 aU lB.'"
03-16-98
COLLINS
03-12-96
21 96-0230
CUM8ERLAND
101
JANE
H
FREV & TILEV
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Allount Re..ltt.d
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-01-97
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE. PA 17013
PAVMENTS (TAX CREDITS>:
\' DISCOUNT (+ > :
INTEREST/PEN PAID (->!
705.26
11.61-
NOTE: To Insuro propor crodlt to your occount. sub.lt tho uppor portion of this for. with your to. poy.ont.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
R_iV:i&iij-Eii-AFii-iO:i:97i-------..ii-iNtiERiirANCif-TAii-sriiiEHifNT-iiF-Ac:Couiii---...---------------------
ESTATE OF COLLINS JANE H FILE NO.21 96-0230 ACN 101 DATE 03-16-98
THIS STATEHEHT IS PROVIOEO TO AOVISE OF THE CURRENT STATUS OF THE STATEO ACH IN THE HAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
PRINCIPAL TAX DUE: 14.230.32
PAVMENT
DATE
05-17-961
01-30-981
RECEIPT
NUMBER
AA112856
AA269709
8ALANCE OF UNPAID INTEREST/PENALTV AS OF 01-31-98
AMOUNT PAID
13.400.00
136.67
TOTAL TAX CREDIT
14.230,32
,00
1.18
BALANCE OF TAX DUE
INTEREST AND PEN.
,J:"
TOTAL DUE
1.18
" IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION DF AOOITIONAL INTEREST.
I IF TDTAL DUE IS LESS THAN $1.
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDn" ICRI.
yoU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS. )
RESERVATION: E.tat.s of d.c.d.nt. dylnG on or b.for. Oecellb.r IZ. lq8l .- If IIny future Intere,t In the ostllt. Is trlln.f.rr.d
In Po.....lon or enjov..nt to tla., a Icolloterall beneflcillrle. of the aaceaant aft.r the e.plrlltion of any e.tat. for
lif. or for y.ar., the tOllllonwelllth hereby e.pr..,ly re..rve. the right to IIpprlll'. and a..es' trllnsfer Inheritance fa.e.
at the lawful Cia,. B IcolI"terlll1 rllt. on IIny such future Intor..t.
PURPOSE Of
NOTICE:
To fulfill the requlr..ent. of S.ction ZI~O of the Inherltanc. IInd [.tate Ta. Act, Act ZI of lqq~. III P.S.
Slctlon lJI"OJ.
Dltach the top portion of thl. Notice and sub.it with your payllont to the Rlglstlr of Wills printed on the rlversa .Ida.
.-""~a chICk or .oney oraer paynbl. to: REGISTER or MILLS, ACENT
PAY"[NT:
OBJECTIONS: Any party In Int.r..t not .atl.fiod with the llPprlli...ont. nllowanc. or dl.allowance of doauctlons, or a.......nt
of ta. (Including discount or int.rostl a. shown on thl. Notice IIU.t objoct within .i.ty lbOI days of recoipt of
this Notice by:
A refund of a ta. cr.dlt, which WII' not roquost.d on the t~. Return, ~ay bo requ..ted by cOIIPleting on MApplication
for Aefund of Penn.ylvania Inhorltanco and [stat. Ta.M lA[V-ISIS). Applications are availabl. at the Office
of the Aogister of will., any of th. II R.vlnUI District Offlco" or by clllling the sp.clal Z4-hour
answ.rlng s.rvlc. nu.b.r. for fore. ord.rlng: In P.nnsylvania 1-800-1bl-10~0. out.ld. P.nnsylvanla and
within local HarriSburg ar.a 1111) 181-80~4. lOOI 1111) 11l-ZlSZ (H.llrinG I.palred Onlyl.
AEfUND (CR):
-~wrltt.n prot.,t to the PI. Oopart~ont of R.venu., Board of App.al.. D.pt. l810Z1, Harrisburg, PA 171Z8.IOll, OR
-~.l.ctlon to have the .att.r d.t.r.ln.d at audit of the account of tho p.r.onal r.pr.,.ntatlv., OR
..app.al to the Orphan.' Court.
AD"IN
IStAUIV(
COARECTIONS:
Factual .rror. dl.cov.r.d on thl. a.'.....nt should b. addre,sod In ~rltinG to: PA DePllrtll.nt of R.v.nu.,
Bur.au of Individual la.... AtlH: Post 'suu..nt R.vlew Unll. O.pt. Z80601. tlarrhburg, PI. 111:8-0601
Phon. (711) 187'6~O~. So. page ~ of the booklet Mln.tructlon. far Inh.ritanc. Ta. A.turn for a R..ld.nt
O'ced.nt~ (AEV'I~OI) for an ..planatlon of ad.lnl.tratlvely corr.ctabl. .rror..
If any ta. due i. paid within thr.. (1) calondar .onth. after the d.cldont'. d.ath, a flv, p.rc.nt (~X) discount of
the tax paid I. allow.d.
Th. IS~ ta. a.n..ty non'particlpatlon p.nalty I. coeputed an the total of the ta. and Int.r..t a......d. and not
paid b.for. January 18, 199b, the flr.t day aft.r the .nd of the tax a.ne.ty p.rlod. this non"partlclpation
p.nalty is nppoalabl. In th. .a.. nann.r and In the the sa.o tl.. p.rlod as you would app.al the tax and Intor..t
that has bo.n a......d as Indicat.d an this notlco.
Int.r..t I. charg.d b.glnnlng with first day of d.linquency. or nln. (9) Month. and an. II) day froe tho date of
death, to the datI of pay..nt. fa.es which beca.o dolinqu.nt bofor. JllnUllry 1. 1982 b.ar int.r..t at the rata of
.i. (6~) p.rc.nt per annun calculat.d at a daily rat. of .000Ib4. All ta... which b.cae. delinqu.nt an and aft.r
Janullry I, 1981 will b.ar Int.r.,t lit . rat. which will vary fro. clIl.naar y..r to calondar y.ar with that rat.
announc.d by the PI. D.part..nt of Rovenu.. Th. app1lcabl. int.r.st rate. for 1981 through 1991 ar.:
DISCOUNT:
PENAlTV:
INtEAESt:
'!!!! Int.r.st Rllt. 01111'1 Inter.,t Factor ~ Int.r..,t Aat. 01l11y Inter..t Factor
198Z lO~ .000!.r.8 1981 .% .000Z47
1981 16% .000418 1~88"19lJl 11;: .000101
19810 11;: .000501 1991 .% .000l..7
19n 11% .DOOlSb t~91.191J1t 1'1. .00OICJZ
1'J8b 10% .000U4 II)QS-1991 I);: .000:'"
""Int.r..t I. calculnt.d n. follo..':
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Any Nottc. Is,u.d aft.r the ta. b.co..' d.llnquent wilt r.fl.ct an int.r.,t calculation to flft..n CIS) day.
b.yond the data of the a.,.,s..nt. II pay..nt I. eade aft.r the Int.r..t coeputation dllt. shawn on the
Notlc., additlonal Int.re.t au.t b. calculated.
PAYHENTr
D.tach the top portion of thl, Notlc. and sub.lt with your pay..nt .ad. payabl_ to the ~... a~d addr.sl
prlnt.d on the r.v.r.. .Id..
If RESIDENT DECEDENT 'lIke ch.ck or .on.y order p.yable tor REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT .ak. ch.ck or .on.y ord.r paYllble tal COMMONWEALTH OF PENNSYLVANIA.
REFUND (CRlr A r.fund of n t.. cr.dlt, which was not requ..tad on the Ta. R.turn, .ay ba requ.,ted by co.pletlng .n
"ApPllc.tlon for R.fund of P.nn.ylv.nl. Inh.rlt.nce and E,t.te Ta." (REY-131]). Appllc.tlon. ara .v.ll.bl. at
the Office of the R.gllter of Willi, any of the Z] Revenue DI.trlct Offlc.. or fro. the Depart.,nt'l Z~-hour
anlw.ring service nuaber. for for.. ord.rlngl In pann'Ylvanla l-aOO-36Z-Z0S0. out.lda P.nn.ylvanla
.nd within local H.rrl.burg .rea (717) 7a7-a09~, fOOl (7171 77Z-ZZSZ (Ha.rlnD I.p.lred only).
REPL Y TO:
auestlan. regardinG arror. cont.lned on thl. notlc. .hould b. .ddr....d tor PA D.p.rt..nt of Rav.nu.. auraau
of Individual Ta..., AffHr Po.t A..a.s..nt Ravlaw Unit. O.pt. Z80601. Harrl.burg, PA 17IZ8-0601. phon.
(711) 787-6S0S.
DISCOUNT 1
If any ta. due II p.ld within three elJ cal.ndar aonth. after the dac.d.nt'. death. II flv. p.rcant ISiC) discount
of tha t.. p.ld Is allow.d.
PENAllY:
Th. IS~ ta. aanasty non-participation penalty is co.put.d on the total of the tax and Inter.st a......d. and not
paid b.for. January 18, 1996, the flr.t d.y alt.r the .nd of the ta. ..n..ty p.rlod.
INTERUT:
Int.rest I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nine (9) 1I0nth. and ana (I) day Ira. the data 01
d..th, to the date of p.y'ent. f.... which bec.a. d.llnquent b.lor. January I. 198Z ba.r int.r..t at the rata of
.i. (6~) p.rc.nt par nnnua c.lculat.d at a dally rat. 01 .000164. All ta... which boreal delinquent on and aftar
J.nuary 1, 198Z will b.ar Int.r..t at a rat. which will v.ry froa cal.ndar y.ar to cal.nd.r y.ar with th.t r.te
announc.d by the PA D.part..nt of R.v.nu.. Tha appllcabl. Intar..t r.ta. for 1981 through 1998 ar.t
V.ar
lnt.r..t Rat. D.lly Int.r..t r.ctor
y.ar
Int.,...t R.te
Dally lnt.r..t Factor
19U ZO~ .000S,"8 1987 .~ .000l47
198] 16:C .000458 1988-1991 IU .000301
198~ Il~ .000301 1991 .~ .000Z47
1985 l]~ .000356 199]-19910 1~ .00019Z
1986 10:C .00DZ7~ 1995-1998 .~ .000Zft7
uInt.r..t I. calcul.ted .. follow'l
INTEREST : BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
I
--Any Notlc. I..u.d aftar the ta. beco... d.llnqu.nt will reflect an Int.r.st calcul.tlon to Illt..n (IS) days
beyond the data of the ........nt. If pay."nt Is aad. aft.r the Inter..t cOIIIPut.Uon data shown on the
Notlc., .ddltlonal Int.r..t au.t be calculat'd.