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HomeMy WebLinkAbout96-00237 rill', " I.. " I,d\ ell. I 11.( lid, ", ,JI. '" " " , tl,1 " ,I, ,", I,!! ! .~ I , II II!' I 'jt,11 H, l't d I " 1 Ll .' 1,"1, " " ' ~ , ! " I. I. , I'! I. 'Ll ,:" I tllll WARNING: Ills II1e9allo duplicall' 1111' copy hy pholoslat l'r phologrilph. ~o ,..,:...~\,iiui j;/1" . ,/i,\.' 'J;;-~: lSJ. ~. ,....." d"'-~, :~";".I 10;;.."",," ,;.r., "(J .f" --, it 111I1., . .."" ,,:t.li ,\~' " '...,.J " ":'c. ' ~ ,\.'(',// \~,f v-. ~'. \, 1.1fIHl QI'(.\.,....' .::Ct,,-.,,,-,.,!!.!.,~!,," /7 1'1/.:-:-;-- C#M~. ~:~, ~~~~',',2.~ c-;r- I (I 1"1 dl'. q Ildl' ,:II I ILl ~.1\ () \< ') ._1, ;! Il'.)' "- ,- '- .,j NlJV f. 1).lt( UJ5 Ul..~' COMMONWEALTN OF PENNSYLVANIA' OE"RTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH I. Rub AQf;1l"'~ Edwards VfCllftl'l'UIl - .... .lI . Female tWlf.lloIJWII:ft SOC~ KCU"'Tl' MJYIlft CUE OF DlAIH UlW\ De, _, KA.Wl Of OEClOEHT 1". u.n. u., ..171 -34 -1016 '.Nov.22 1995 98 COUI'If'fOlDlRH o. UHOllllb./lr tbn ! ........ . DArlOIIIRTH .........o.y-. -.ftlltl'Ull;llC'l_ 5WIG11C1...,.C<u.,1 PUlC$.OI'DlAfHIO............_........,................. ""....... .......0 I~O DalO :=',,0 CUmberland Co. Camp lIill OE lOE"" USUA4 ClCCUflrlQOf -...w.~~.::~:r . , lIousewife , o.n liCIt'<: OlaDlNr.MAllNJADClAlIlcs._~S&-.l"Co.lIlI OECIOlNT"I ..:r.... .."".... "'....... ~-... 1llH000kls.c~TAl' WU[)(UOIHTlrtAIH UI AftWlDfOl'W:tIJ ...0...0( "I. 51-. pennsy ... 1700 Market st. ... Camp lIill, PA 17011 '''' CUmberland "" - -.. ......,.., u.o~-==.. Camp lUll t,IOt"lA'IN.t.UIlff.. ~ ..--s........... , Saret ta Ilond "'()RIoU.Nt'IWAHlAOOAl$S1SlJM ~s...1,,~ 412 Candlewick Rd., Camp IUll,PA 17011 PUoCIOI1DW'OSrTI;)H."'-,,~c;.-... LOCRION.~IuI.,Z.c- ._- ,ordan Lutheran Cemetery ,prefield, PA 18069 ~AIIOo\OOA($I01MaJTl' sseLman Funeral 1~,Lernoyne,PA17043 UC(HSl " DRl:s.GHI.D ~o...~ .....,.lALliWIJ........ ,......."..,.'N-..: ~ o...c.u..~" l"~hl "Widowed ,"'.D_.~....'" ..............."". iII_,........._ 'RHl""HAIIIE,..1rot4M u.q E.A. '1110 HClf\MNfT'INAWl(trl*f'ml:l Saretta E. Wendin UUlQ)DI' OtIil'OSlTIOH O ....18 ",-0 ___0 ~ o..~' . - ORI 0# OIVO$lTIOH ~,o.J._1 ..Nov.27,1995 UC(H$l HUUKft FD-013163-L .....J..ZI_M~., ...-..............dMIrL I . Ir,","t f,.......................~___ l....._UIlM...-.... .....~AlITOPI, ....."""'.. E M.NAUTtlPSY'1NDWGS """""lfINJflro COUPLITOOlOltAUM 01""" lOfltf. t' '" ,-- '.....- a J..f-es-'- i-"'- , d~7eI-t'OS<!. ~D~(.5t """.. o..~___-.......~ _ /II;II.....,.ft....~_....II\PlUCtI ...uuTICAUU('f... -...-- ,~.,..-..- . ~~ ,..d/6va Sf! via." -..- ''''''.....''~ . c.- r-l.ICIIIlUlNQ CAUIIIGMoHt. ...., ..-- '-"",;"..-..WT ClUI ro~A.$ACO<<OVlNCI (It ...0 ~AOIDUJ" -. J;< - - 0 "....ar.a--9M- ...... 0 eo..r.t.......tMl..-.. DoVtOt"lHJUfl'l' '''''''''0.,_1 r'YlOflKNAl' oNAJAl'R\f\IORk' OESCAIIlHOWIH.A.IRTOCCUfIN:D .... .IL tIJIT...lllCNu......... .""'If"YINQ""'IiCIANI"''''"*'....ilIro'Q~d llooII'o........... ........._""...............- .....~"'-.,.....,Jl r........".,.,...........~___.......~.I...._..."... .,...... ..,.............,.....................,.... " o o o ~OIINJtJP"-"_JW",.._,I--'OIfU" ~"'~.l ... ... 0...0 ...0.. ...,W' 'f'-oo.cMlNClNQ AHOCUtt"l'lNQ"""IICIAN 1.....,....I...j,O"lfUIC....,.......oJ,..~IQ,......~ JiH#1 r.""........,.............~.............................iINI...".".....""I.......II......_............................,... .YlDCAL UAIiIlHIAlCOftOHlIt , :::,'::::::,~.~.~~~:~~I~~I.~:~':'.',~:~~~~~~~~~~~~..~~I~:~.~~~:~.~~~~~~~~I.~ II. ,. .. flllQlStRAA I ~UAlAHOHlNllft 1. f?aPo WLI2ULJ .. 9 9/~ . \, .-. mttst lIill ttub wrstttlUrnt I, RUIlY EDWARDS, of the City of Allentown. Lehigh County, Pennsylvania, do hereby make my Last Will and Testament and revoke all Wills by me at any time heretofore made. /: I: estate. I' I' I I i I i , FIRST: I di.rect that my funeral expenses he pai.d out of my SECOND: I give, devise and bequeath all of my estate of whatever nature and wheresoever situate to my husband, TROY A. EDWARDS. THIRD: In the event that my husband shall predecease me, I give, devise and bequeath one-half (1/2) of my said estate to my daughter, SARETTA E. WENDLING, presently of Camp Hill, Pennsylvania, and one-half (1/2) of my said estate to my daughter, LOIS JO-ANN II CHERRY, presently of Columbus, Ohio. ,i II Ii Ii I , ! In the event that either of my said daughters shall predecease me, the share of such deceased daughter shall be paid over and distributed to her issue per stirpes. FOURTH: I appoint my husband, TROY A. EDWARDS, Executor of this my Last Will and Testament. If he shall die, resign, renounce or be discharged or removed, I appoint my daughters, SARETTA E. WENDLING and LOIS JO-ANN CHERRY to serve in his place as Co-Executrices. FIFTH: I direct that neither my Executor nor my Co-Executrices shall be required to enter bond or post security in any jurisdiction in which he or they may act. SIXTH: I authorize my Executor or Co-Executrices to sell any I, I I: I ~ I! real or personal property which forms a part of my estate and to make ,. II Ii I' Ii i I distribution in kind. ,,- L.: : .' ",I \.., ... r- ~ g ~ ... fQ = IS"" - ~=a tf.l ~ ~ ~\f-+ ~ .... 8 .d ~ ~ E ~ ~ ~ ~:::: ... Q t:l "./. ~ It D: ~ "t- o . i ~ -=--..... ~ ~ J ~ 0 ~ ~ le-~ '< j ~ 0 <l: p:: 'J :l ~ w ~ < ~ .. ~ fR . .< ... .~. , . ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 51: bDing duly .~___.~ __ .._ _ according 10 law, depo.., and ,ay' Ihal hD __ -___. ___ _____ 01 IhD E,lale 01 _.________..______. lal. 01 __. _, CumbDrland CDunly, Pa., d.c."Dd and Ihot the within i, an invenlory made by . ___ _ ___, the soid 01 Ih. DntirD DdalD 01 ,aid dDcDdenl, con,isting 01 all Ihe pD"o""1 prop.rly and rocl e,lato, .xc.pt r..1 ..Ial. Dutsid. the Commonwcelth 01 Penn.ylvania, and Ihal Ihe figure. OppO.itD each ilDm 01 tho InvenlDry repre'Dnt it'. fair velu. .. 01 IhD date 01 dDcedent'. death. and .ub.cribDd belorD mo. 19__ - __..!<L~.lz;.~__C:.- 2L.CL.l, d.1 v;'7--- Encutor . Adminlslrator j . f,.'-,-.{_tlrt Ju./el....."'"fL h-- .2-L . _r2a.J,wtJ_h;'-t,"--+-- P /-l /'U / / I Addr." Oat. of O..th ____ _~d__________I1/,,-,'J.>Jr.>_~___ Oay Month /9q_~ V.., INSTRUCTIONS I. An invDntory mud b. filed within throe months after .ppoinlment of p."onal rDpr...nt.tive. 2. A suppl.m.nt invDntory mud bD liled within Ihirty days of discovery 01 additional ....ts. 3. AdditiDn.1 ShD.ts m.y b. a"achDd as 10 pe"onalty or re.lty 4. S.. Articl. IV, Fiduci.ries Act of 1949. r- r<) >- " .. I- W ~ ~ ~ I- .. W ~ OIl a.. u .. g 0 VI OIl '" :>- w ~ w 0 .. .. e:;- X a.. a.. c I- ...J U. .. ~ Z 0 0 I u. ...J -< a.. := - w 0 -< w ,,:. <( ~ > Z ~ - Z 0 c C " VI Z 0 0 ~ U Z w -< .... a.. " c: - .. ;: 0 OIl .D " .>< OIl E - ..! 0 .. " 0 ...J U u: CD T E CERTIFICATION OF NOTICE UNDER RULE 5.G(d) Date of Decedent: /?u. L'l E:dwa ydS Death:Jo ve Yn bet. ,~',:j. 199:,- Name of w ill No. I rJ "I b - 00 ,;} :3 '7 Admin. No. ~ / qt.) - 0.;;. g '7 To the RegisLer: 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 Lhe above-captioned estate on Ma.rc-h ;}'7. /9tf';': ~ LoIs .JO - R'YlYl Cherr'1 Address /'7.:'{ '7 19tH'. HI P/-nf! LOt>D N. - I r,o I u '"1'Yl tJ U S 0/-1 '1.::1,:;).;>, q I Notice has now been given to all persons entitled thereto under Rule 5.6(a) except -;r t~ G <;I :JQ; .f~ 0 " i.-. , cr , 0 ( ;. ) .. ., N N '~ . 0< :; " (', , ~ .,) 0 ... .u 1..) w ~ ~ E we: .5!;:I a: Uu >.1!n..v.1E. ~. )'df'A,A./~~ Signature _II, 8a..r'e.T'r..... ,J:;. Wel1d li-n1 Name "I/.~ C:I...~1Jje.Ll.l..1f J< ArldressC,lL.,..".,D /-/,// P;:; j'7t:;1/ I . Date: ;:In,..;/ l'if J'79b I I Telephone('l/;71 '761- Obt.. ? Capacity: ./ Personal Representative Counsel for personal representative ~~ fOR DAlES Of DIATH AnlA 12/31/91 CHICK HIAI ,,~:~:~(\ INHERITANCE TAX RETURN ~o"v::~yu~:~OIT 15 CIAIMID .~>W'.,.. RESIDENT DECEDENT rillE NUMBIR COMMO"WIA<'''O' ,,,,,,,,,,.,,,. (TO BE FILED IN DUPLICATE 1.:1, (,"/ . OfP""lM(NI or 1l{\I(Pwl (I) Ll' H..",rJ:u~o';'):"o"J1 WITH REGISTER OF WILLS) .COU'HHOOf Y!A" OI(IOIr~'!l 'I""" IIA'>' fill'>' AIll) MI{I(J11 11./111"11 [IUOlrl! '> (Ol,lPllll A{Jfl~I'>'> . ---. . 1=Ju,J<'I'ds ,. 1~.,.b(l -$I/..~ C.."..ndle""'f",I-< I~d ,>O(IAL SI(Ulltn f4UMUIl :0 II 01 11IA"1 'llIA11 vI 1\ oj '1+ C. l'~ ,1 . P l~ /7 c.., I _ tl..,........p , , /7..1:. 3_'L- }O/IO !,</.,..... _J.'.!., 1'1,'1:; :.f.d .J?IIS"I'l (. -"\' (!. u. -,.,.., ~,(~rltL n J I ""'l.'il, ~".._.,..i. IO,..>'J\I ..,......! _1"\1' O\! .....l..t.. " ',,'., '~U(1At "'1(\j~ll1 I L!"'~I. A'..,)utilllfUI\ltO 1'>11 Ilj.,UIKI+OII'>1 I .'-- 2 5upP'(!m~nIQI Return 1I(....l'>U()(lt (."IJI w ~ ..""'" ua:~ w..U ",00 u"'~ .... .. "" .~ "'z Ww "'0 "'z 00 u.. ~ z w o w U w o X 1. Original Return I ~ -(1/ - I,"L- ,~ .. ~J 7 NUMBER ; J Remainder Relurn (for doles of deolh prior to 12.13.82) ) 5 Federal [ slolo Tall Relurn Required j Jo Fulure Inlount Compromiso ('or doles 0' death aher 12.12-82) [J 6. Decedent Died T Intale ! i 7, Decodenl Mainlained 0 living T rust {Attach copy of Willi IAlloch copy of Trus'l ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATlONSHOULDliEDIRECTEOTO;--------- _ 8 Total Number 01 Safe Deposit BOlles (O~PIITI MAIUtlG AOOIlI~~ ~ :':~~Cl_ -r~ <: ~ ~;~ ~~r~~~~~~~~-- {II Tt<> ne- 12} ))~"l n e I J I .n "n e- ( 41 J,.."n e... { 5} /(J Y ,~, '7'7 . , (61 h.. ne.. (7) n"Yl.e-- (q I ~ ,~ 1101 II "r> .<=- (BI .JO."Id::.'_"_7?___ Ill) "0,.:)_0_______ 1121 q fl.. ClCu :7'7_ u. n IIJ} n ~ ne"-n 1I~_~='1.?O.77 [] 4 limiled esta'e NAM! _.SJ.l..L~-;~~~_\&e::'rJ..JII'h':\ TH!PHQNf NU~UIl .1 ?.LlJ '2?,;L:.,.(.)--,=-,~I.:.>,Zc~,~, z o ;:: :5 " ~ ii: "" U w '" 1. Real estale (Schedule A) 2. Stach and Bonds (Schedule BI 3. Closely Held Slack/Partnership Inler"s' (Schedule q 4. Mortgages and Notes Receivable (Schedule 01 S. Cosh. Ban~ Deposih & Miscellaneous Personal Property ISchodul. EI 6. Jointly Owned Property (Schedule F) 7. T,on,I." ISch.d.'o O} (Sch.d." L) 8. Tolal Gran Ane's (10101 lines 1.71 9. Funeral Expenses. Administrative COlh, Miuellal100us Ellpense' (Schedule H) 10. Debh, Mortgage liabiliti"s. liens (Schedule I) 11. Total Deductions (total lines 9 & 10) 12. Net Value 01 Estale {line 8 minus line 111 13. Charitable and Governmental Bequel" (Schedule JI 14. Net Value Subject to Tax (line 12 minus line 13) IS. Spousal Transfers (for dotes of d.mth after 6.30.941 See Imlructions for Applicable Percentage an Reverse Side. (Include values from Schedule K or Schedule M.I 1 b, Amount of line 14 taxoble ot 6% rale (Include value, from Schedule K or Schedule M) 17. Amount 01 line 14 !tlxable at 15% role (Include values from Schedule K or Schedule M.I 18. Principal tax due (Add lox from lines IS, 16 and 171 19. Credih Spousal Poverty Credit Prior Payments (15) )C. = z o ;:: "" ~ => .. '" o U >< "" ~ + (161 . .06 = 5-r. Jl~- (17) . 15 = IIBI .j g. ? S- Discount Inlere\1 + (lQ) 1201 20. II line 19 is grealer thon line 18, enler the difference on lino 20 This is the OVERPAYMENT. fJlO Check her. If you or. requesting a "fund of your overpayment, S-51, e S- 21. If line 18 is grealer than line 19, enler the difference on line 21 This is the TAX DUE. A. Enler the inlerest on the balance due on line 21 A B Enler the 10101 of line 21 and 21A on line 218 fh;s il the BALANCE DUE. M_ok~~h.~~ ~_~y.abl. I~:__~!.g~~!_!..'n~f ~~~I" ~g.nt 1711 PIA) 111B} ~ ~ . BE SURE TO ANSWER ALL au ESTlor.is Or-HEVERSE SIDE AND TO RECHECK MATH -<-< Under penalties of perjury, I declare thai I hove e.amincd Ihis fl'lurn, 1~~I~d;~~.;~~;-p~~y:~g-~~h-~d~l~~nnd\'Ole;;;~~~dl~!h~b~\~f ~y~~~;:i;Jgl! and belief, it is true, correct and complele I declare thol 011 feal C\lo'I' ho\ been H'POIl"d 01 hut! mm~t!1 ~(I1ul' ONlmotlo" 01 WeparN olher Ihf)" Ihl' rWl\onal fl'pft'\IH~'UIt~f! .s baled an all informalion of .....hith preporer has any kno....ledge ~c;'.ATURE 6iP""("i50N-ii":;poi.-~,.lllIIOil,il-,i~(._lif-ltJ~.-.- - ...rl~g!.,., _..J(I.~r;z::;..- ~~. LL(~11.d{,-;"q '.lICrraTU~f OJ r~fP"'DID OTt1!D :"'01.'1 ~1~DI"I~.TAlfl 'i/'~l~~~~t~,"L""!C./t- ~41... :~qlfl /1<<.'- ,?R /'7" 1/ ,. . ~! ":.;S /~ J./9'- D Dauphin Deposit Bcm~ DATE PAGE 03-07-96 1 177 30390257 RUBV EDWARDS 412 CANDLEWVCK RD CAMP HILL PA 17011 T CV 5 13 NO NEED TO REHEHBER YOUR HAG ICARD NUHBER AT THE GAS PUHP. PRESS VISA AND LET US 00 THE REHEHBERING FOR YOU SUMMARY FOR ACCOUNT 30-39025-7 WBY EDWARDS ~12 CANDLEWYCK RD I'IREVIOUS BALANCE 02-06-96 1 DEPOSITS AND CREDITS I 0 CHECKS AND DEBITS URRENT BALANCE ITATEHENT END DATE I I ! DATE I 03-07 ! I I I I PRIHE OF LIFE 1,0~5. 91 .86 .00 1 ,0~6 . 77 03-07-96 SOC SEC NUHBER INTEREST RATE AS OF 03-07-96 CHECK SAFEKEEPING 1996 INTEREST PAID YTD ANNUAL PERCENTAGE YIELD EARNED 171-3~-1016 1. 0007. 2.63 1. 0057. DEBITS AND C REO ITS HIS C ELL A N E 0 U S AHOUNT DESCRIPTION ,86 + INTEREST PAYHENT S U H H A R Y DATE o A I L Y B A LAN C E DATE BALANCE BALANCE DATE 03-07 BALANCE 1,0~6, 77 In .... 01."0" or qu..tion. oo.oomlng Elootronlo Tran.'... or your A 1M ..rd, "'......n 717.255-2079 or 1.800.255-2079. For h..~n I aired ..Ntoo 01111.800.621.2068. SCHEDULE H ~. :!- ~ ~: :{:ft;!' FUNERAL EXPENSES, COMMO"W""H 01 """SYlVA"" ADMINISTRATIVE COSTS AND I INI;:.~.:~'iND'"c'[~:;:\''' . I MISCEllANEOUS EXPENSES ... . . . . .1'.1.0.. Prlnl or Typ. ESTATE OF ] FILE NUMBER RiA. &'I___~d f.:!'.J,~~J S ___.m..._._..._. DESCRIPTION . 1,...U'111.1'") ITEM NUMBER A. AMOUNT Funeral Expen..., 1. B. Admlnl.tratlve Ca.ls, 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 1. Personal Reprosentolive Commiuions Social SDcu,ity NumbD' 01 Personal Reprosenlalive: Yeor Commissions paid 2. Attorney Fee. 3. Family Exemption Claimant Relationship Add,ell of Claimant 01 dDcDdDnt's dealh Streel Addrell City Slale Zip Code Probate FeDS 'Y/ Mls.ellaneous Expenses: .j. -n}.-e r'. T Cl ,., c: e. -/-. -n u e 7' To 1"/ AL)" I'e 'JL, ~'n Fe e. Fee.. ;S" ;0 TOTAL (Also enle' on line 9, Recapitulation) (II more space Is needed, InlO,t additional sh..ts of same sl...) S h b ... I ~: } II . tl . rl ~.,;.\:~" ....~~ (O......ONW'..\IH 01 '(N~d'I~"NI" INHlltlAHCI 'A. .nu... .nIDIN'..~CIDIHI i I L SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER R u. I=- "1 EdW(L,..ds ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY ------~---------1- AMOUNT OR RELATIONSHIP SHARE OF ESTATE 1. A. Taxable Bequel": So..re..TT,.... E. We-n,J''-ncl rico:! Ca..n ell e..uJ1c..k I?d C-. C.:>"'--'-"f /-II II , r /1 / '1 (l /1 f)". '-'-:1 h 7f: ~ I -;; 0-1 .e S-';'. T e.- J. 1 0 i .5 ...,J;.~. A)..,.-n C h e..r I" 'I / '7c.) 7 f:J,."Hi p,n-<?r J.u<'f N. C " / LL1'n 0 l< .s, () /-1 .y 3,:':>.0 9 -..J- -r'-r /),., '-'-'I n If: r ':1- 0/ e ~ u,_ Ie.. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmenlal BequoI": )1 ""he. 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o en'er on Iino 13. Recop;,.lo';on) S )1 D 70 e.... III mar. 'pan Is n..d.d, In'." addltionol,h..ts of ,am. size) .1Y-1I62 III'''') 112652 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX *' D NO. AA ACN RECEIVED FROM: i ASSESSMENT m AMOUNT CONTROL NUMBER , SnRETTA E WENDLING I () I !lo5fJ.8S I I , tl12 CnNDLEWYCK ROAD I I CAMP HILL, PA 17011 I I }foloHur I I ESTATE INFORMATION, ! E3 FilE NUMBER 21-19'76-0237 SSN 171-3"-10110 II NAME OF DECEDENT ILASTI (rIRST) (MI) EDWARDS RUBY II DATE or PAYMENT ,. ...,~ m POSTMARK COUNTY '" m TOTAL AMOUNT PAID ,.58 . 85 REMARKS SARETTA E WENDLING VZ SEAL CHECKII 1632 RECEIVED BY SIGNATURE REGISTER OF WILLS ~lAflY c. LEWIS HEGISTER OF WILLS . .u.__, u_ - - .---- _ ._,_" -w......-M.-... Ur .~.. REV-1547 EX AFP 112-951 ~ CO""ONWrAI Tll or .'[NHSVlVAHIA ~-~~ .." ACN OlPAAI"IHI or PUI[HU[ ~ \.. . NOTICE OF INIlERlTANCE TAX ftURrAu or INDIVIDUAL 'AlllS f. ....,: APPRAISEMENT, ALLOWANCE OR DISALLOWANCE: DrPI. ;'lIObOI ~ , "'RR,,"UR.. P' 111"'"'' "ij"'...., ! or DEDUCTIONS AND ASSESSMENT Dr TAK i DATE 07-08-96 ESTATE IfF~nWAUS 'RlfIiV"~~=~"==~~=~~~= F'iLE NO:~ zn'670217 DATE OF DEATH 11-22-95 COUNTY CUMBERLAND , , . '1/ i./ ( /" ( 101 NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION Dr THIS rORM WITN YOUR TAK PAVMENT TO THE REGISTER or WILLS. MAKE CHECK PAVABLE TO "REGISTER or WILLS, AGENT" REMIT PAYMENT TO: SARETTA E WENDLING 412 CANDLEWYCK RD CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 Amount Reni Uad CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R 'E'V: is'4TEx''''FP- - f iF 95 riioi'" iCE - -OF - i-NHEii iT AN"C E" ~"-AX "A"P PRA- i SEj.jf:iii' _,n" [i:OWANC E-iili..mm - -" - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EDWARDS RU8Y FILE NO. 21 96-0237 ACN 101 DATE 07-08"96 TAK RETURN WAS: (X 1 ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. CScheduh AI ctJ 2. Stocks and Bonds (Schedule 8) 12. 3. Closely Held Stock/P.~tn.rshlp Interest ISchedule C) (3) 4. Hartg.ges/Notes Receivabl. ISchedule DJ (4) S. Cash/Bank Deposits/Hisc. Personal Property (Sch.dule E) (5) &. Jointly Owned Property (Schedule F) (&) 7. Transfers lSchedule G) (7) 8. Total Assets CHANGEO .00 .00 .00 .00 1,046.77 .00 .00 (B) 1,046.77 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad~. Costs/Hisc. Expenses (Sch.dule H) (9) 10. Oebts/Hortgage Liabiliti.s/Liens (Schedule II (10) 11. Total Deductions 12. Net Value of Tax Raturn 13. Cheri table/Governmental aeqUests ISchedule JI 14. Net Value of Est.t. Subject to Tax 66.00 .00 (11) 112) 113) 114) 66 00 980.77 .00 980.77 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. AMount of Line 14 taxable at Lineal/Class A rate 17. AMount of Line 14 taxable at Collateral/Class B rate 18. Principal Tax Due TAX CREDITS: PAVMENT I OATE 03"22-96 I I llS) ll&) 1171 .00 X .00: 980.77K.06: .00 K .15: 1181 .00 58.85 .00 58.85 RECEIPT NUMBER AA1l2652 DISCOUNT (.) INTEREST 1-) AMOUNT PAID .00 58.85 i TOTAL TAX CREDIT i iBALANCE OF TAX DUE! I INTEREST AND PEN. I TOTAL DUE 58.85 .00 .00 .00 . Ir PAID ArTER DATE INDICATEO, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL OUE IS LESS THAN $1, NO PAVMENT IS REQUIRED. Ir TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAV 8E OUE A RErUND. SEE REVERSE SIDE or THIS rORM FOR INSTRUCTIONS.) .,. ~.J ~ " I .'1. "_ '} .:1~ 00 RESERVATION: Eltato, of decodents dying on or before Dec..bet IZ. l?aZ .. If any futuro Intero,t In the oltate Is tr"n,f.rred In Po.....lon or enjoy..nt to Clall 8 Icollaterall benellclarl.. of tho dacedant aft.r the a_pltatlon of any ..tat. for Ilf. or for year., the Co..onw.8Ith hereby _.pr.sslv r...tv.. the right to apprals. and al'o" transf.r Inheritance Ta~.. at the lawful Cia.. 8 (collateral) rate on any luch future Int.r..t. PURPOSE OF NOTICE: To fulfill the requlr...nts of Section Z140 of the Inheritance nnd Estat. la_ Act, Act ZZ of 1991. 11 P.S. Section 1140. PAVHENT: Detach the top portion of thl. Hotie. nnd lub.it with your pay..nt to tho Register of Will_ printed on the tevet.. ,id.. --Halo. check or lIoney order pllYllble to: REGISTER OF HILLS, AGENT All plly.ent. rec.lved shllll first be applied to nny Interlst which .IIY be due with any re.alnder IIpplled to the tll.. REFUND ICR): A refund of a tllX credit, which wa. not r.que.ted on the la. Peturn, .IIY be requested by co.pletlng IIn "Appllclltlon for Pefund of Pennlylvllnla Inheritance IInd E.tate Tax" IREY-I!I!'. Appllcationl are avallllble at the Office of the Pegllter of Will., nny of the Z3 Pevenue Dlltrlct Offlcel, or by calling the specl~l 14-hour answering service nu.bers for for~s ordering: In Pennsylvania 1-800-362-Z0S0, outside Pennsylvania and within local HarriSbUrg area (111) 181-8094, TDDI 1111) l11-Z1SZ IHearlng leplllred Only). OBJECTIONS: Any party In interest not satisfied with the appraise.ent, allowance or disallowance of deduction., or asse.s.ent of tllx (Including discount or Inter..tl a. shown on this Hotlc. .ust Object within si.ty 160) days of r.celpt of thIs Hotlce by: uwrltten protest to the PA n.part.ent of Revenu., Board of Appuls, nept. l810ZI, Hnrrlsburg, PA 11128-IOlI, OR --election to have the .atter d.ter.lned at audit of the account of the personal representative, OR --appeal to the Orphan.' Court. ADHIN ISTRATlVE CORRECTIONS: Factual error. dllcov.r.d on this asse.s.ent should be addr.s..d In writing to: PA O.part.ent of Revenu., Burellu of Individual la.es. ATTN: Po.t A.ses...nt Review Unit. Dept. l8060l, HarriSburg, PA 11128-0601 Phone el11) 181-6S0S. S.e page 3 of thl booklet "Inltructlon. for Inheritance Ta. Return for II Re.ldent Decedent" (REV-ISOI) fot an e.planatlon of ad.lnlstrativlly correctable errotl. DISCOUNT: If any tax duo Is Pllld within three (3) calendar nonth. aft.r the d.c.d.nt's death, a flv. percent (SY.) discount of thl tllx paid I. allow.d. PENALTY: 'Th. IS~ tax a.ne.ty non-pllrtlclpatlon p.nalty il coeput.d on the total of the ta. and Intere.t a......d. and not Pllld before January IB, 1996, the first day aft.r the end of the ta. a.nesty periOd. Thl. non'particlpatlon p.nalty I. appealllbl, In the sa., lIanner and In th. the sa.. tl.. p.rlod as YOU would nppeal the tax And Inter.st that hili b.en 1I....s.d a. Indlcat.d on this not leI. INTEREST: Inter.st I, char~.d beginning wltn first day of d.llnqu8ncy. or nln. 191 .ontns and on. II) day frOM the date of d.llth, to tn. date of pay.ent. Tnxel whiCh b8ca.. dellnqu.nt b.for. January I, 1geZ b.llr Int.r..t at thl rat. of six (6~) p.reent p.r annUM ealculllt.d at a daily rat. of .000164. All ta... which beea.. d.linquent on IInd aft.r January I, 1ge2 will b.ar Int.r.,t at a tat. which will vary fro. cal.ndar y.ar to cal.ndar y.llr with that rate announc.d by the PA D.partll.nt of R.v.nue. Th. appllcabl. Inter.st rot.s for 1geZ through 1~96 ar.: !!!r Inhrest Rate Dally Int.rast Fftelor ~ IntlrAst AI". Dally Int.te'l Factor I~ez lO% _OOOS4B 1ge1 .~ .000Z41 1983 16% .00043e 1gee.19'H IIY. .000301 1~84 11% .000301 1992 "' .000Z41 l~BS 13% .OO03S6 1993-1994 n .oooln 1986 10% .00OU4 1995'1996 9l( .000Z41 --Intorest Is cllleulat.d .. follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Hotlc. I. sued after the tax beca... d.llnqu.nt will r.fl.et an Inter..' calculation to flft..n liS) dayI b.yond the date of the a....s..nt. If pay.ent Is .ad. aft.r the Int.r..1 cOMputation date shown on the Hotlc., additional intatest .u.t b. clllculllt.d.