HomeMy WebLinkAbout96-00246
L\latl' f~1 J~...( (
al", /...'uon'" d\ _
PETITION FOI( 1)IWnATE nnd (;IMNT OF LETTERS
/JJc../111 0 (0 k C:U - q~ - :.L.'1~
Sn,
10:
,,),
!)('n'd\l'd.
S,,,'w' S<,ml;'", So. :J. ('i. ~ I '1- ~ j I. I. ... .
~q'i'I"1 "I \\'ilh I", th.".IJ
COUllty 01 ,"-i.,~,JIJ)t( _ ~'-.!. ___ ill thc
COIIIIIlOIl\\L'ahh 01 Pl'nn,yl\'ania
1"111.' Pl.'tiliol1 "llIll' IIl1dL'I..i~l1l'd 1l....pL'l.llull\ Il'PIl'''l'llh Ihal:
YUill p,,'l iliOlll'r(...), \\ hu i, all' I S ~l'ar... nl i1}!l' 01 oldCI all 1 hl' 1.'\1.'(111 (i....
illlh..la'l \\ill "Ith ,'ai'" "',k,,,',klll, d"wl fj'1o {( \', ;;1-..
ami \.'lldi,,:i1I') dall'd
S" r., '. \ ~J2Li.tt{'('~!lIl1..d
PI "'7
_ _._~__. ~'J._ __,
1'1.11" 1\'1\,\,1111 .1"'1III>1,\I1'l", l' ~ 1,.111111,'1,1111111, d,.,dlllll'.'\:lll!lII, rl.:,)
'!'Wlllklll \1;" d"lIIi,ikd ,ll ".."Ih ill . C V Itl. ~?t_,(..IQ ,1 JI '. .._ '_. ('Ol.III.IIY. ~).c~ln,yl\'nl)ia. with
hI..:',. 1"'llallllly '" IHIII<ll'al ,,,,"kll," '!( (,,,.},I"'I {qtl'. .('.t"lli.'>! IL..:. .".:Ul1.'I....l:10ll1.~ .
3J:. e.IIlL(;',Ile'I/:f ])1., c.L\.Lj,~/e.lf'fI. l)e'IS- '3't,'_t'L__JI'lt/lf.}LOl'Y.l1l!'O.
1II'l "In.', Illlllll'l" ;l1l,111111lhq",III'1
Ikwlllkll.lh,," 1 j . ~..,'" "I a~... oIi..d ... fp " L:(\ (' ~ ._J..a._. 1~_(lG--.
a' (\..;,)) bff 1,," J C l'U r/1 'I Nun ('/1 1-10/]) t~... ..-. ..---------'
1:\I..'l'PI;), lulhm... dl'~l'i..klll did 1l11lllliIlIY. \\01... 1101 dinHl.'l'd ilml "lid 1101 han' a l'hiltl hurn ur auopted
afllT L'\\..'t.:t1lioll of Ihl' \\ill ofh'rt'd hH prob;lIl'; \\01' tult 1hl' \ il.'lim "I a I...illilll! am.! \\'a'o 1U~\'cr adjudicatcd
il1l.'IlIll!'l'll'1I1: --- -----.----
1J1.'~I.'IHklll ,It lkath ll\\lll.'d ,,(('pl'ny \\ith l"lill1alCd \aJul.... a, fullm,,:
(If dtlll1h:iklJ in 11<1.) :\11 I'l','onal propl.'lI~
lit lUll domidkd 111 Pa.) I'cr,ollal Pll'pl'lt~ in Pl'l1l1"yhallia
(111101 domi,,'ikd ill POI.' I'l'p,onal propL'llY ill COIlI1lY
"ahll.' ,If Il.'all"lalL' ill Pl'l1ll,yl\i1nia
...illl.llnl ;b llllhm...:
$_fi/C711 C_ +11,[-00 (l(j'! J,
$.__..
$
$ -...---.--.----
\\ 11110'.1-1110" 1','lillOn,,'I,1 ''''I'''''lr"lI~
rrl'''l'l\h.'d hL'lc\\llh and Ihl' !!Ialll "r 1,,'lIl'I'
l..qIlC~"". Ih.C I''''I'''','. '.'1 Ih.. ""I \\ill and codicil('l
I (:S(l~ fYlfl',rnHs.~_...
Ill"l,lllll'lll.I!\, ,..In:11\1-1 1.11 1\111 \.',1 i1.; admillllU;llilln 1I.h.n.I.'.I.i1.1
Ilh.'IOII.
-
..
~,.~_ f C . j).t {{h.t (L
I ;.::)(., He" /1 '1/ c. 'j .
I-It:" If [1/ 1) (If I 7 l/ { [,
I
(I i! {j -//. ,
l lA' II. ..' \"jI..
;-::' '_._'~..A__ '._ ~~~~-~
'.'
.;
,.
- -
~-
'..
r
OATH OF PEHSONAL HEPHESE:\TATI\'E
CO\I\IO\WEAI.TII OF I'E\\SYI.\'A:\IA
COl \n OF CUHBERLANIJ
i
j" ,.;';
{'j" 'J
I~" I,
I hl' I'l'IIIII'IlI.."(..1 alhl\l'.II;\'I',l'd '\\l';111') ,u allillllt'llhat thl' 'lall'll1l'ut' ill thl.' r'lIl'guing pctition arc
II Ill' ,!lId ....llll1.:l.1 I'IIIH,' 111,.'" tll ':Il. ~lltl\\lt..d!!l' and hl'li..:!" of pl.'lllilHll'lbl and thai a' pcr~nl1al rcprc\l'n.
1"lIh'l-.1 to! Illl' OI"\1\l' lk..'l'lkll! \1l'llIiI.HH..'I(,1 \\ill \\\.'11 alld Hilly adlllil1l,tl'l .thl.' c'lall' al.'\.'ouJing Illla\\".
..J., . (, ~;-'f r-, '.
S\\l'lll 111 1'1 ;111111111..\1 ,llId <,1I1"l...llh...'d .,(1..:" i .\...'..(.'_ .L.i f!"::___________ :r.
hl'lllll' Ill;.' llli' 20th da\ 01 I / - HU_.._ ~'
HARen I" 96~' _______._.u._~ ~
\7J1~l;f(' .Yu,.c..., I~(I ,!.I.' _;fe," C~ :.) I ... - ::==-.=:-=:: ~
:/ ",.,.'/.1'7 UI'I!.(\{t'r 1 -,..,..---.--..-"---- :2
No. 21-96-2Itf,
Estatc 01'
JOSEI'll NALINIAK
. Ueccllscd
UECHEE 01: PRonATE ANI> GRANT OF LETTEI~S
AND NOW ~IARCll 2J___.____.__ 1l/3~._. in consiuemlion of Ihe pelilion on
the rc\'cr!'Jc side hcn:uf. \ati!r,rm:lOry proof having heen prc,cntl'd hcfnrc me.
IT IS DECREED Ihal Ihe imlrulIlenHs) Ualeu_1'!ARG.!L?LJ28]_.
ucscribeu Iherein be aUlllillcU 10 pllll"'le anu filcu of IcclIId as Ihe la,1 will of
JOSEI'll NALINIAK
anu LCIICIS TESTANENTARY
arc hereb)' gmnled 10__ JOEL C. DUTTERA
";O;..!J!.J~c'w..r~ ",'[.1 ;/ru.,l^.^ ))p,4
( M.('~i\ICr IIr \\'111\
FEES
I'robalc. LCllers. Elc. ......... S18.00
Shon Ccnificalcs(l) .......... sJ.OO
~~i'\l~&S . en . , . . . . , . .. s-~~-088 --
_.J.cl'...- S..5..
TOTAL ____ s':!0.00__
Filcd ..~!t.GI!. 7.1.. . '9.9.1\.. . .. . . ., ..,...
ATI()K~I~Y (SUJl' Ct. 1.Il, No,)
"I>I>RI,SS
PilON"
foIAILED LETTERS AND ORDERS TO EXECUTOR NARCll 22. 1996
.11....'
,
"lid
.~.
IIll' I' (of \I1111~ Ill.! rh 'ld
I\ll..d 1'1;'1.11.'1 I III "t 1(111 ,i
.1,:
1111 I
:;1 II"
\ l! ~
'11,
I. .1;
;11
, '.
WARNING: Ills illc~lill to Ihlphcal,> tI"" LOPY hy phOl051111 or phol0!)'i1ph.
II ( I, <1 : I'l~ iC 1111" ,!'
;1'1'
,.,,," ,
.,<\~\\H iii 1'1,' .
,/..;.,...... . I" .
!:..~; 'ItI~',:
1'1 :> ' . ~ '.. ~. '.\..
:i'-' -.... '.:-1
',1l:. . !:! . ..:
II c.>.l . ~"'...Mt:' '. '. _ . j;
\~. ,-,\//
- Y,Y/ .. '.'~:/
" '''r~1 \\1 i.;""
..'~. ,:,,,,.!,!.',':.'
.:'.-,
)
I'
" ,\
(
\~: ,:~z\-;:;t'\\, ~"..I
.11',,'1 (1 'f
.
.t,1
-,f!
'-'
:{," ",.'
lSlI
\l\II
"'M!tJ~aI1
COMMONWEALTH OF PENNSYlVANIA' DEPARTMENt OF HEALTH' VIIAL AEconos
CERTIFICATE OF DEATH
.....('.::ICltl..".,........._,
1'.'1"'.......'..
~.. 1'\.,<;,".Hd.~".....v~...
I\~~' 2r,C}-\1, -
1'\,oC.I'..:>III.:.... _........_ _....,~.:.:......._';..
>'C\P.l..
- -
.......,..-
C..'C..f..r.....- __.._
I. ,-13- (/~
I. .lOSe! h Noll i nink
141....-
...~
-10...
~.'I Cf '.MI..
,....,., -,
....I......~I'-..-
.......,,,..,.."'..,.
U<ofJllllOlY
-I.........
: Ope. ~!..11.1'21.
. .
";,,. 110("" !Yt~V' ff.'..
......I'_C I~.....;:
t.
'..."'............,....,...'...,._...1"...'..
. C,., NSf,. /J",.. G
71 ...
~l. el.\1 r .P,'
..ac.._..._........_.._
"'....,
""'. '"
..
~'hit('
"-,,",,,......oV'OU"o(
,'- ---..-
":1
.. ~lidll~C'sl'x TIo' .
........11'.'111........
...-.......-
~..~....
Cumbe!rlanlt
!liCit."" II,o\v.1 U-,f.\,~l!~....
,,-......not~....................,.....
..-........--...."'"
" " It ;-
DI<<Dt"'I"""IOOQ.D(.IfOIU~'" ,...,,-" 50_ "'luw-
Cumberlnnd Co.Nursinn I!n::1.c
375 Clnrcr:mnt Or.
II J ..
'''to( ..._
'I PonticlmQn ~lnlinillk
...(JlJo....""I...UI11.~...""I
.'"-O<.-...,'\-..!~.~'.::-f\--\.~
.. '
".9 "--"--Mt,ldl~~..
t4(f[,...11
.CTU.l
IlnUOOCI
'___I
,,",*"--'
lI.!;,...
~
--
-.,
-' 11.0 :::=.:::..
l.IllI"'''''..U...,....."......._s..........
t" ( -Cumharlan
~
,
...'OI""...,.....'......ot,ftl"",.._.;....\__I~l.....'
11(..00 tlo\l'tl"IOOt
O .......[J (,__0
~- ~"'....'
..
:~"?..t,.:7g~~.IF.f..MI.
~~-,,..-_...........
,..,...-.........'"..--........
_..,_of......
1"" .0 .,""'-"
h.Jt>((CJlOO$f'O'!oIIIO'\I-..._"l.....t'll:f~-~'
...0.-_. Tnrlinntown Gnp
I. Nnt ionaLJ& '
.....I'V'OIOOJO.~OI"I<l(.Iu'" 0
, N
IO';I..W.........."
~.
,.",,, 01.......,....._-...................
""'.............-......_........Pllltl
lr:JI)(,
..
I:l.ln- ('It \
....Id
Mp.....,J" ,,,-..
~
,~.
.....'.5I...lIl""IIlTO..Ux:....I....,....O\(;Ol'OI)Oof,U
_0
CII-I..
~g
"
.
1'.NIl11, (_"-__ _.._..__~._........,.. 01>_......................... ,...~....._...."..IlVY...... ,.................
~....---..............
,-..-.
:--
:_I<>d.......
:
p~Il"'oJ$OoJ I> PJ.
O\JC?OIUl.'IU....'!.tOo..t'ttIUll
---.---- .-----~----_._--_.---
OI,IIU~ ""\' '.~".,,()o.l '...1 ...o,
. ---oiii"iO.,~ii71..;;:(.i.,----_.---~._------- --~~------;---~
~
"..."'...........
'-
......f.U~"I",f~~.'
-.u1ll1'''''''1O
cow....n..,.Clc.u',
0101'.''''
-----. .,.-..-..-- -.-...----.
~~~_._--
..........,.........,
OfK....N_~lA)A'cx.c\."..I:I
O'"~."J<J'"
..............'
.......1"<....'.'..
;(:
c:
.........
_ 0...0
')
.....1..............._
~,-
c~~.,_,._~,_,~,,;;;;-.., H'I'
....-.;r......--...
.~
_CJ
.... XI
......
(.....,......___1
'M
..
UJI1..,.".v.._....
'(tJlI.,.,IIOQ.......C1.If,......._'.....~..............___...___....... ........."........' ..... ...., .........,-..),
,...._....,._-........~_.........t_'j....__......'..
11t_ ""2-
OI....,f.....,..' ~...D,......<.'..._,
y I'f ,.,~. .. 1-1S--1r,
.....~Dc-,;"'O'-'1..W;;-~ CO;-..:\i .leCiCu~..--
...*;",-",,,.,,,,,
~1f1J'-ST M. j,J.;:, ~p
11.:1" ~p /IlIAC .cp. Dol"""., PA 1711<)
"
'PllOOOOI,fOtC-.Q.OoII Clll''''IOlItt'''''tCl.'' "............ ,.._......, ~.... ."............, ...,....~ .....,
r.............,...-.".............,........_....._..........................I.................'...
''''lOtC,llU'W'..lll.CCIIO''11l
011"'. ...'.., ..........".... ......'" ...."'.'..'..... ,It..., ..,,~_, ~..... OCt..".".1 '~'I"". 'U'. I_G r'''' """ ",,".. '~I CI....llll..
........'....11....
.>.
" ~~,.:=~~:~:~ts...,..,~~,!~"r-~
('.'.Id;,'.....~
G"'\,-il:-~~
~
(J~, \1, \(\~I;
-
,..-
Mnlinick; 2/25/87; D39
1JInst IIt11 nub Ufestnmeut
I, .IOSBPJI l-IAMNIAK, of 375 Clnremont Drive, Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory nnd understanding, do hereby make, pul1lish and
declare this as and for my Last IHll and Testament, hereby
revoking and making void any and all former 1~i1ls, Codicils, or
writings in the nature thereof, by me at any time heretofore
made.
FIRST: I hereby order and direct my Executor,
hereinafter named, to pay all my just debts, funeral expenses,
testamentary expenses and all Inheritance, Estate, Transfer and
Succession Taxes, as soon as may be conveniently done after my
death, out of my residuary estate.
SECOND: I hereby order and direct that my burial
arrangements shall be handled by the Hoffman-Roth Funeral Home,
Inc., of Carlisle, Pennsylvania. I have a pre-paid funeral trust
with Farmers Trust Company.
THIRD: I hereby order and direct that my sister, Mrs.
Mary Shipos, of 341 East 70th Street, Apt. #4, New York, New
York, 10021, and my niece, Mrs. Olga DeMarkis, of 221 North
Second Street, St. Clair, Pennsylvania, 17970, shall be notified
of my death.
rrJ- /}tit fL...,.!
- 1 -
~
~1
tl
0::
\1J !!
. ~ 0
0:: 0 !:
\1J.J ..
ID~I1.!~
u 0:: It! .. :;
ii: ~ z >-
lL ... .J ;; ..
oli<.!!:~
~ \1J ~ i:lll.
.J~z~!1
o \1J 1-..
.J ~ :;
11. ~ 5
:E
\4
~
:<:
t>
H
-
~.
H
..:l
.0:
:E:
~
~
~
::r:
p..
r.:l
tIl
o
OJ
,...
.;. #";.
'. , '
.
.
"
Nf'W BOO Il. 1'~41
...
~
~~cn
uo:'"
...o.u
",00
uo:~
0.'"
0.
'"
J t:: .rf:) -;
fl\~~:rC\
...}f/}..,..
(OMMO~jWIALItI Of rltm!lYlVM~IA
O(PA~IMltlt Of IlIVWUt
OIPf 280601
HARRISBURG, PA 111180601
".-- .-
'fOR OAIlS Of DIATH AnlR 12/31191 CHICK HIRI
If A SPOUSAL r '
POVIRTY CRIDIT 15 ClAIMID , r
fill NUMBIR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COUNTY CODE
VEAR
NUMBER
~
z
...
o
...
u
...
o
1IIUOtl~I"(O"'PllTl AqQlll.... AI. _. .
(i..!"d...\'. Jel/lt! C"ll ,,f'lllf~(":"l '1$
'<l~' ('Inn ,"))0.1'1. "Dr.
(~:.'r"J .,de I .~i}.,/l;;;"I~,L('/'/_~u_~~u_
AMOU'''' 111(11"'10 t~(( Hl~IIlUCTIOt~!:>1
_ .---.... -.- ....__.__.._---_._~~-_._--
.~
"'z
......
0:0
O:z
8~
OICIDINt!:> "AMI[lA!:>I_llllst AtHl MllIOU ItllllAq
__m C\ lLr1I.i'I~_., ~ -,J"['!.(' r /\ ~ [ ...
!:>OCtAL !:>leUIlII. '~UMBIR DAft Y' OIATti {JAII~O'J"I~ I
..'::..:{~~r;.:L 'I......YJIj _ 'fl ,7) 'j{. 0... "4IP...Y
'~'~="N~~;'f~ ,.:~.".." ",,,,,,..,, , '.. '" ['Oc.."lCU"~' "UV""
~ 1. Original Return ['] 2. Supplemental Return
rJ 4. limited e,tale [J .to. Future Intere,t Compromise
(lor dote, 01 death aher 12,12.82)
rJ 6. Decedent Died Testate [] 7. Decedent Maintained a living Trust
IAttach copy of Willi (Attach copy of Tru't)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAMI - \ \ -. t . (O'-'PUTl MAltl'~y AOORl!:>!:> J
~ DC J)V 1 eft>.... S).D H C:J19d c'
1fL"1"7u;"7 .C;.~ - G~- 4 ~I-c= =~_.~_~=:=,=- H .~_~2 ,1) If/} I 7l/~ U b
o
tl
---. - ---_._~ --. ---_._---~.-
~ u~_Q __~~~~_~~
()
L. j~.-&P:::~:=:
. --Q--~---~
c.n f
[ J J
[ ] 5.
Remainder Return
(lor dole' of death prior to 12.13.82)
Federal E,tote Tall Return Required
_8. Total Number of Safo Depo,it 80.es
z
o
;::
:5
'"
....
0:
'"
u
...
0:
I. Real estate (Schedule A)
2, Stoch and Bonds (Schedule 81
3. Closely Held Stack/Partnenhip Intero,t ISchedule q
4. Mortgages and Nolos Receivable (Schedule 01
5, Cash, Bank Deposih & Mi!Cellaneoul Penanal Properly
(Sch.dul. E)
6, Jointly Owned Property (Schedule F)
7. Trond... (Sch.dul. G) (Sch.dul. LI
8, Total Gron Aueh (total line, 1.7)
9, Funeral expenses, Administrative Cosh, Miuellaneoul
expensos (Schedule HI
10, Deb". Mortgage liabilities, liens (Schedule I)
11, Total Deductions (total lines 9 & 101
(111
(121
(1JI
(141
(1)
(2 )
13)_~~~
14)
15)
16)
17)
o
b/?), ~O
"ll
'-
_dk f{_
(S I
(9)
o
(10) _~~_._~_.__._
J.&t . 00
---::~-;i~S~]"D---
~--u-:-'S-~O
. 3 't...~QJ_~_~
z
o
;::
'"
~
'"
0.
OE
C
U
)(
'"
....
12. Net Value of eSlale lline 8 minus line 111
13, Charitable and Governmental Beque't' (Schedule JI
14. Nel Value Subiecl to Tall lline 12 minus Line 13)
15, Spousal Tranden (for dotes of death aher 6,30.94)
See Inslruc1ians for Ar,plicable Percentage on Reverie
Side. (In dude values rom Schedule K or Schedule M.I
16. Amount of line 14 tall able at 6% rote
llndude values from Schedule K or Schedule M.I
17, Amount of line 14 1011 able at 15% rote
(Include values from Schedule K or Schedule M.I
18, Principal tall due IAdd tall from lines 15, 16 and 17.1
19. Credits Spousal Poverty Credit Prior Paymenls
Inlere,t
(151
K.
=
{l61
K .06 =
{l71
K .15 =
{lSI
Di\Count
.
.
(19)
(20)
20. If line 19 is grealer Ihan line la, enler the difference on line 20. This is the OVERPAYMENT.
DO
Check here If you are requesting a refund of your overpayment,
21.
If line 18 is greater than line IQ, enter the difference on line 21. This itlhe TAX DUE,
A, Enter tho interest on the bolance due on line 21 A
B. Enter the total of line 21 and 21A on line 218. This i, the BALANCE DUE.
Make Check Pay~~le to:_Reglst.r of ~iII,. ~~g_._!,!__
(211
121AI
12181
o
..-. -- -,- ~~------- ._._---~.._---_.._~-----~~
~ ~ BE SURE TO ANSWER ALL QUESTIONS ONIlEVERSESlllEANDTOREC-HECK-MATH:.ct.-:o(~----._.._~-
Under penalties 01 perjury. I declare 1hal I haye e~amined Ihi, return: including accompanying \Ch~du'es and ltatcmenh. and 10 the best of my ~nowludge and belief,
it is true, correct and complete. I declare thai 011 real estate ha, been rt'porled 01 'fUr. mor~el ...clut" Dt"c1orallOt'l 01 pfeparer olher Ihan the pf!flonal representative is
based on 011 information 01 which preparN hos ony ~nowledge
:GN'I~~ ,pr':" 'R'~Z~~l{;!~i~~~iU"5~~l:~')/;:/l sl C f !/p/lal)1 f Ii / JtJ r;L. ,,'" )L~ //{,_u
~u" 0' ,,,,,,,"'-d"'f' ,..." """,,,,,.',, "",,,",', ';. I ,.t
IlVUOII" I2ITI
.e~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
...Ploa.~ Print or TlEo
FilE NUMBER
~ 7t? - (y~.}t/(,
COMMONW(AlIH or P(NNSYlVANIA
INHunANCI TAK InUIN
IUIOINT OICIDINT
ESTATE OF
:rO~(' r I, rif)C1)i./ Ui k:
(All proplft., lolntly.own.d with .h. Right 01 5urvlvorahlp mUll b. dl.c1ol.d on 5ch.dul. FI
Vc>(k Fedr(c\\ S-j L
Vcrl(,PA 17'!C'J-.
IJn f.li O?D/:S7G b I
VALUE AT
DATE OF DEATH
-4 0/3 /,'1()
ITEM
NUMBER
DESCRIPTION
TOTAL (AI.a onter on line 5, Rocapitulation) S b /3 . 8 u
(Allach additional 8YJ" )( 11" .heeh if mOl. spoce is needed.1
.
.I~ hu 'I. "111
ESTATE OF
ITEM
NUMBER
A.
~. :... \l
,.. ~...) ~(\
.~ 'l*:~
COMMONW(AlHt Of P(NN~YIVANIA
INH(IUfAN(f IAl AltuAN
R(SIO(NIOfCEOHH
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
. Plea.ePr.lnt"r.!v"...-.
, FILE NUMBER
_.L.
DESCRIPTION
1.
Fun.ral Exp.n.e"
HoU'lJ'1I1 - R01 ), r:'",en..l 1-10,;1 e
,;2./1J (II. J-I"J) () 1'(( So. f
CCLf/;sle, ffJ nOI?:,
B. Admini.tratlv. Co.":
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Personal Representative Commissions _
Social Security Number of Pe"onol Reprelontotive: __..________
Year Commillionl paid __.____
Attorney Feel
Family Exemplion
Claimant
_ Relotionlhip _
Addrell of Claimant at decedent'l death
Street Addrell
City
State
Zip Code
Probate Feel
MI...llan.ou. Exp.n.."
tll,!:, (; -I (\lK e 1(( 1-
~tLJ( vI
TOTAL (AlIa enler on line 9, Recopilulotionl
(II mar. .pace Is needed, In..rt additional .h.... 01 .am. ,;z..)
r.~-.
\.
AMOUNT
J../ g:'
CV
--
o
f)
o
4-0 ce.
/000
C<'
s ;<'6 8' .-
~ ",
110 1,'U" tll'l
t.
~:,;,.\~(\
.....m'u.-
COI,II,ION'WlAlIH Of 'ft.N~'IVANIA
INHUlfANCI 'AX IIIUIN
IIIIDIN' OICIDIN'
SCHEDULE J
BENEFICIARIES
ESTATE OF
::J;;St." (' ) \
FILE NUMBER
fin", . ')'1, Ii /}
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
A. Taxoble Bequelh:
L
None
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
L
B. Charitable and Governmental Bequelh:
W~)( Idw ide C hUo'cJ, c}~
6'('(/
fcJJ{/(}ena OJ 9//;).S
J
3YS~
Ilf mar. space Is n..d.d, Ins.rt addlllonalsh..tl of lame Iln)
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aba enter on line 13. Recapitulation) S
"
l .
t.
;
~EV.1547 EX AFP 112-951* I
CD""OHWUl tit or .llNNSVI VANIA ACN 101
mPAR'Nun or NIV[HUf ~ HOTtCE or tNttERITANCE TAX
!UR[AU Dr INDiviDUAL taXIS i . . "", I APPRAlSEHENT, ALLOWANCE OR DISALLOWANCE I
~~:~i5~e:~~lp. 1"''''''1 " _ I Of DEDUCTIONS AND ASSESSHENT OF TAX I DATE 07-22-96
ESTATE OF HKnNrAI(~~===~JOSEPff"'c,~,"~=~,," FILE NO':'-'219"6-027i6
DATE OF DEATH 01-13-96 COUNTY CUMBERLAND
NOTE: TO INSURE PRDPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CItECK PAYABLE TO "REGISTER OF WilLS. AGENT"
REMIT PAYMENT TO:
JOEL DUTTERA
520 HENAST CT
HELLAM
REG1STER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
PA 17406
Anount R_lftit hd
CUT ALDNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEV:iS4"'i"EX""FP-nZ:Q!;"j-NCi'rYCE-O"-YNHERiTANCn'-AX-;'-PPRiiisEHEN'r-,--"Li."owAN-cE-ifli-----------------
DISALLDWANCE DF DEDUCTIDNS AND ASSESSMENT DF TAX
ESTATE OF MALINIAK JOSEPH FILE ND. 21 96-0246 ACN 101 DATE 07-22-96
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CDNCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.te (Schedule A) 11 J
2. Stocks and Bonds (Schedule OJ (2)
3. Closely Held stock/Partnership Interest (Schedule C) (3)
4. Hortg.gas/Hote. Receivable (Schedule OJ (4)
5. Cash/Sank Oeposlts/Hlsc. Personal Property ISchedule EJ IS)
b. Jointly Owned Property ISch.du1e FI t61
7. Trensfers ISchedule GI 171
8. Tot.l Assets
CHANGED
.00
.00
.00
.00
613.BO
.00
.00
IBI
613.80
APPRDVED DEDUCTIDNS AND EXEMPTIONS:
q. Funeral Expense5/Ad~. Costs/Misc. Expenses (Schedule H) (q)
10. Debts/Hortg.ge Liabilities/Liens (Schedule I) (101
11. Tot.l Deductions
12. Het Value of Tax Return
13. Charitable/Governnent.l Bequests CSchedule J)
14. H.t Value of Est.t. Subject to T..
268.00
.00
(Ill
1121
1131
1141
?68 nn
345.80
345.80
.00
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. Anount of Lin. 14 at Spousal
16~ Anount of line 14 taxable at
17. Anount of line 14 taxable at
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
NOTEI
rat.
Lineal/Class A rat.
Collataral/C1ass B rate
I1S1
11&1
1171
.00 X .00=
.O~ X .06=
.CO X .15=
USI
.00
.00
.00
.00
RECEIPT
NUHBER
DISCOUNT ('I
INTEREST I-I
AHDUNT PAID
TDTAL TAX CREDIT I
BALANCE DF TAX DUEl
I INTEREST AND PEN. I
I TOTAL DUE I
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN fl. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.'
~
~,
ro.
.-,
d,'
_-".1 :J
DU
RESERVATION: Estate. of docadonts dying on or bafora Doco.bar Il, l~ftl ~- I' any futuro Intorost In the o.tate II trnn,forrod
In posses. Ion or enJoy.ont to Cia., B Icollatoral) boneflclarla. of tho docedant aftor tho o_plratlon of any o.tala for
11'. or for y.ar.. tho Co..onW08Ith horeby oxprossly re.otva. the right to appralso and 8110.. Iransfor Inheritance TaMa,
nt tho lawful Class B (collat.tnlJ rata on any such futuro Intorast.
PURPOSE OF
NOIICE: To fulfill tho roqulro.ants of Soctlon 211,0 of tho Inhorltance And E,'ala Tall Act, Act II of 1991. 7Z P,S.
Sutlon 2140.
PAYHdn I
Detach the top portion of this Notlco and sub.lt with your pay.ont to tho Reglstor of Will. prlntod on the roverse side.
uHa... chock or .onay order payablo to: REGISTER OF HILLS, AGENT
All pay..nt. recolvod shall first bo applied to any lntar.sl Nhlch nay ba duo with any ro.alndor applied to tho tall.
REFUND ICA)I , rafund of . tax crodlt. which was not roquosted on the Tax Return, .ay bo roquastad'by coeplotlng an "Application
for Refund of Ponnsylvanla Inhorltanco and [stata Tnx" IP[Y.1311). Applications are available at the Office
of the Reglstar of Wills, any of the l3 Ravonuo District Offices, or by calling the spoclal ""'hour
answering serylce nuabors far for.s ordering: In Pennsylvania 1-800-36l-20~0, outsIde Ponnsylyanla and
within local Uarrhburg area (717J 187-8094, 1DD8 1717J 112-ll~l Olearlng hlpalrod OnlyJ.
OBJECTIONS: Any party In Interost not satlsflod with the appralso.ont, allowanco or dlsallowanco of deductIons, or assess.ent
of taw (including discount or IntorastJ ftS shown on this Notice .ust obJoct within sl_ty (60) days of rocolPt of
this Notice by:
--wrltton protest to tho PA Depart.ont of Rovonue, 1I0ard of Appoals, Dopt. 2810ll, t1arrlsburg. PA 171l8-IOll, OR
--election to have tho .atter dater.lnod at audit of tha account of tho porsonal reprosontatlvo. OR
--appeal to tho Orphans' Court.
ADHIN
ISTRAJlVE
CORRECTIOHS:
factual orror. discovered on this assess.ent should be addrossod In writing to: PA Depart.ent of Revonue,
Bureau of Individual TallOs, AnN: Post Assen.ont Rovlow Unit, Oopt. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Soe page 3 of tho bOOklet "lnstructlons for Inhorltanco Ta. Roturn for a Resident
Decedont" IREV-1501) for an o.planatlon of ad.lnlstratlvely corroctable errors.
DISCOUNT:
If any tax duo I. paid within throo (3) calondar .onths aftar the docedont's death, a flvo percent IS~) discount of
the ta_ paid I. allowod.
PENAL TV:
The 15~ ta_ a.nosty non-participation ponalty Is co.puted on the total of the ta_ and Intore.t asso.sed, and not
paid boforo January 18, 1996, the first day aftor the ond of tho tax a.nosty porlod. This non-participation
penalty is appealablo In the sa.e 8anner and In tho tho sa.o tlno porlod as you would appeal tho ta_ and Interest
that has boon assessed as Indlcatod on this notice.
IHTEREST :
Interost Is charged boginning with first day of dollnquancy, or nino 19J .onths and one IIJ day fro. the date of
death, to the date of pay.ont. Ta.es which boca.. dallnquent boforo January I, 1911l boar Intorost at the rat. of
sl. (6~) percent par annu. calculatod at 0 dally rata of .000164. All ta.es which boca.o dOllnquont on and afto,
January I, 1981 will bear Interest at a rate which will vary fro. calandar yea, to calondar year with that rate
announcod by the PA Oopart.ent of RovAnua. Tho appllcablo Intorest ratos for 1981 through 1996 aro:
~ Tnlorest Rate Dallv Int.ro.t rllctor ~ Intorost Altto DlIllly Intorost rPlctor
1981 lO;: .0005108 IlJ81 .% .000llo7
IlJU 16% .000438 IlJlI8-1lJ91 11% .000301
IlJ84 11% .000301 IlJ9l 1Ji! .0001'"
IlJ85 13% .0003\6 IfJ93-llJ94 1% .000JlJ1
IlJ86 10% .000ll'- IlJ9!t-llJlJ6 '% .000l41
ulnhr..t Is calculatod .. follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF' DAYS DELINQUENT X DAILY INTEREST F'ACTOR
~-Any Notlca Issuod aftor the laM beco... d.llnquont will rofloc~ PIn lntorost calculation to flftoon (15) days
beyond the dale 01 tho It.s.ss.ent. If plty.ent II .ado aftar tho lntorost co.pulatlon dalo shown on tho
Notice, additional lnlorest ~It ba calculalod.
,.
STATUS REPOHT UNDER HULE 6.12
Name of Decedent: :rCLSer)\
Date of Death: J II~) L~g
w ill No. J.9 OJ (;, -' U 0 ;).. L/ &0
(J1 C~ I.' () I' C\ k
Admin. No.
;1..1 c; t -()i). 'I b
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration o[ the above-captioned estate:
1. State whether administration of the estate is complete:
Yes V-- No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes__~ No
b. The sepal'ate Ol'phans' Court No. (if any) [or
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes V- 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.
Date:
3/ / /9fs'
~p [) /;Jltf\.#--
S' nature
JOe I J)V tie rc,-
Name (Please type or print)
:;J..O J-lf'1'JSf CT: Ht'n /YJ, fA /79 OG
Address .
'co
ilPI 7SS- - L,J.-y Lj
Te 1. No.
; .J
U()
~ personal Representative
Capacity:
Counsel for personal
representative
(HAH: rm[ / AM3)