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HomeMy WebLinkAbout96-00293 LAW O"IC[5 STOCK AND LEADER J Ros$ MCOjf.lN'S RA'MOf.lO L HOVIS WILLIAM H Ntrr JR o RUO Af.lOtRSON WILLIAM C O'tRAS'" JR W DRuet W"'LLAC[ [hRON.~ LtCATtS M,C""'[L W j(ltjG T'MOTltY P RUT" M...RI("A Ii DAROOUR (MIL' J L[AO[R J"'N[ H S".U5SL[R ROn[RT R LLOYD JA 511:\I[N M .40V15 CRAIG T TR[OILCoo\' AM' L NCLSON JOO' N Af.lOCR50N' 'ALSO AOt.uno.... ........n...NO 35 SOUTtt OUKE STUEET POST orneE UOJl; 51G7 YOnK. PENNSYLVANIA 17.105-5167 17171046.9000 "'CC~[""j Stoell. "tilt' 19n<'! HI Nln D L[AOeR Or COUN5lL fAX 17171643-6134 WRITER'S DIRECT DIAL: 849-4103 April 2, 1996 Cumberland County Court House Register of Wills Room 102 Carlisle, PA 17013 RE: ESTATE OF ELSIE SCHNEEMANN To Whom It May Concern: Please be advised that Attorney Amy L. Nelson represents Jean Lynch, who has been named Executrix of the Last Will and Testament of Elsie Schneemann. I have enclosed the following documents in order to probate the said will: 1. petition for Grant of Letters Testamentary; 2. Estate Information Sheet; 3. Original Death Certificate; 4. Original Last Will and Testament of Elsie Schneemann dated October 18, 1995 along with a copy of the same; and 5. A check made payable to the Cumberland County Register of Wills in the amount of $45.00 representing the following fees: Grant of Letters 3 Page Will 3 Short Certificates JCP Fee $25.00 6.00 9.00 5.00 $45.00 Please grant Letters Testamentary to Jean Lynch as directed on II 1,1 Thl\ I' III lUll!} liL11 fill 1111,,1 1l1,1l Itdl lilt( :"\11 1,lll.II Hl'~I'Ir.1I Tilt "I',I.:III,d'lllllll.dl '.'.dl !'\ 1"1\' " " 'I,!l'll <llllll' .1\ ..I ,~t.ltll ,lllh 11ltl,qtlllllt. ,I" ( II! I' t I. I 111111,1111 III Id'II1' WARNING: Ills Illegal 10 duplicate lI"s copy by pholostnt (lr photograph. 3 i~ 520J ,."{~\,~uip~~,, . 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"..11', HI....... ",.. .,.... "". ..... "".. .....It~... .~. .h..UI...... ...._.....11.... ." " C\~, ~/-/q9u-'2qQ . In ~8: o~ p. N 8 ' ...= a.. .~3 ",8 Co jl' t:. 11";'t"] '~: ':; ~ '.~fj 5i; 51i! t -j ;i '- .... "j ..0 Sa;' ~ -CE Il>a: ~a a: l/'\ 5~ 15P.l Po N 0 ljJ~ a. -;.J : .!.! :;.~ .\:8 ?So '1 ....~n T) ... ~ ' r: .])Q :..~~ Ow .': ii3 ol'>> ,,:' .Q ow ~ ~B wa: a: ~ ~ =s . l i~.~{; } . J;) ~ ~ f s ~ ~ ~ :>. ~ . co Ul iii II: ~ W in o ~ ,.. .It .. c(~!~ C III bI ~ W'I ,.. O;j-J~ac ~ E o~~i Q) 0 zo~~ z ~ "'" % It. ;, ,. '"' '" ... t; .J ~ 5 ~ z U lit III Z O It! 0 ~ " . I- ,; Ul ~ . ~ ~ z z < :E iii iii Z :c u UI iii H UI ...:I iii . ...:I ~srocKu"LEADER 1111'\ I ,"...." ., I'" . .\ 1'0""""'"'' ,''.'''. _""" , KI_Mll;,,"'" 1{",1I....lIl.lIl1\l'- \\'1l1l"11l.~11I.11I D Ihill,hlll""''''' Willi'" Cl;lI M~""Il.11l \\'.IINll1 \\'AIIMI Ihllt"'iIl,IJC"," Mkll.\ll W ~l'l~ rl\llllll\I'lklll .1'. S,'llll!JI.. SIIIIII 1'."'1 UlIlll U.., ;1117 Y!lllt., 1.'.........\1\"...1\ 17~1I'...;lh7 1'1111'" 71:./'I-I".IIHIIlI r,,\ 11,./'I-n.IIDI 1"\1\11 !'o1l.IWh..I.I.IWtlllll 'hNIlII\11 UHfll(1l 1\lIn I I HIIIIl 1\....11 ~11l""'"1l CIl\h.I. 11l11l1\tll" 1{1!f!IJlIRIIII\Il,11l Sll\I!\'Mlltl'''' A,,~ t t'l;ll........ I.lll\ ~ /\..11111......... ....~,,~.............. M,OI,-,;SIU.). "~1f'.I%.!J 111'11) IIIHIItM PICtlfJ\"l \HUlUfS IJIRI.Cr UI,\I.; 849-4103 December 11, 1996 Cumberland County Court House Register of Wills Room 102 Carlisle, PA 17013 RE: ESTATE OF ELSIE SCHNEEMANN FILE NUMBER: 21-96-0293 NINE MONTH FILING DEADLINE: DECEMBER 12, 1996 Dear Register: Please find enclosed the following documents for filing with your office in the above referenced estate: 1. Inventory 2. Inheritance Tax Return (in duplicate) 3. Status Report Under Rule 6.12 4. Receipt and Release 5. Filing check in the amount of $16.00 6. Payment on the balance of PA Inheritance Tax due in the amount of $395.54. Please send to my attention at the above address a receipt for the payment of the filing fees and inheritance tax. Thank you for your attention to this matter. Sincerely, STOCK AND LEADER \ , J \~l \ ,', \ .- ~ ) , \ ~~'(.1 ...:l,t~ ..-..-J Virginia K. Beaverson, (Mrs.) Paralegal VKB:alh Enclosures cc: Jean Lynch RtV. 1tMlOEX .(7"") \ . ' \ ~, \... INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE ron DAnsor DEAtH AI tll1l:rl' CtlED(mnE Ir A SPOUSAL -1'O\lUUYJ:J1U1l11SCUJU~ FilE NUMBER 21 96 0293 CAB H P l EPO CRC K 0 K P S C P o 0 R N R 0 E E S N - T cou ~p,\':tl~~hJ~VMfl\,'l.ll'IJ~'NIA il'h..OIlOI HAnAlS unO,I'A ",;tI.DftQ1 DECEO(NrS NAME (LAST, FIRST, AND MIDDLE INl1IAL) orCEorNT'SCOUPlEf[ ADonrss Mossiah Villsgo P.O. Box 2015 Mochanicsburg, PA 17055 D E C E D E N T DATE OF DEATU SOCIAL SECURITYNUUBER n R.malnd'" ReMn (lot d.... of d..1I1 plio< 10 12.13.821 F.d",.1 E..... Tax R.turn Requir.d To..1 Numb.' of S.I. D.posll Boxe. AUOUNT nECEIVEDISH INSTRUCTIONS) (IF APPlICABlEISURVIVINO SPOUSE'S NAME (LAST,fIRST AND UIOOlE INITIAL) SOCIAL SECURITY NUUOER 2. Suppl<men..1 ReMn ~. FUM. In...." CompIornise (lot d.,.. of d..II1.hef 12.12.82) o 7. D.c.d.nl MaIn..In.d . Uving T,u.t 1. ()lgin.1 Return 4, linited E...,. 05. _8. Dec.d.nt Died T...... COMPLETE MAILINO ADDRESS Stock and Loador 3S S. Duko St., c: Bo'\J167 :0 0, :Om NAME TELEPHONE NUMBER . tJ R E C A P I T U l A T I o N 1. Re.1 E..... (Sch.dule A) (1) 2. Stock. .nd Bond. (Sch.dule B) (2) 3. Closely H.1d Stocklpann"'shlp In.....t (Sch.dule C) (3) 4, Mongageund No... Rec.lv.ble (Sch.dule D) (4) 5. C.sh. Bank Deposits & Misc.llan.ou. P",scn.1 Property (Sch. E) (5) 6. Jolnlly Own.d PropeMy (Sch.dule F) (6) 7. T'.n.I"'. (Sch.dule G) (Sch.dule l) (7) 8. To..1 Gro.. A.sets (10..1 Un.. 1.7) 9. Fun",.1 Exp.nse.. Admlnl.~.1iv. Co.ts, Misc.llan.ou. (9) Exp.n...(Sch.duIeH) 10. Debts, Morlg.g. Uabilitie., Ucn. (Sch.dule I) (10) 11. To..1 Deduction. (10..1 Un.. 9 & 10) 12. Net V.lu. of Es.... (Un. 8 mlnu. Un. 11) 13, Charilable .nd Gov",nmen..1 B.qu..ts (Sch.dule J) (11) (12) (13) c::: c-:l - N 2.521.; 21 ~ ;: c. V.' So 10.400{.hll o (W 12.927.21 2.620.21 3.714.72 T A X C o M P U T A T I o N 15. Spousal T'.n.I",. (lot d.... of d..II1.hef 6.30.94) S.. In.~uction. lot Applic.ble P",c.n..ge on p.ge 2. (Includ. v.lu., tom Schedule K ot Sch.dule M,) 16. Amount of Un. 14 taxable "6% ,... (Includ. v.lu., tom Sch.dule K ot Sch.dule M,) 17. Amount of Un. 14 taxable at 15% ,.,. (Includ. v.lu.. tom Sch.dule K ot Sch.dule M,) 18. Princlp.l"", due (Add"'" tom Un. 15, 16 .nd 17.) 19. Cr.dits Spousal Pov.r1y Cr.d~ Prlo< P.~nts Discount Inter..1 0.00 . 0.00 . 0.00 0.00 2O'lfineJ i~.~~' :~; I~::~~:::::':::::~;~~~ ~~::; ;:r~:~~TRPAYMENT. (21) (21A) (21B) 395.54 0.00 395.54 (15) 0.00 x. QQ..- 0,00 (16) 6.592.28 X.06- 395.54 (17) 0.00X.15- 0.00 (IB) 395.54 (19) (20) 0.00 0.00 21. If Un. 18 Is g:..ter lI1.n Un. 19. .nter 111. differ.no. on Un. 21. This Is 111. TAX DUE. A. Enter 111. Inter." on 111. b.lanc. due on Un. 21A. B. Enter 111.10..1 of Un.ll .nd 21A on Un. 21B, This Is 111. BAlANCE DUE. Wille AGent "'''' ~ ~ Under PI,.llI.. 01 pef~y,1 dKwe thai I hay. ...mlMd thl.f.h...t.lncludlngac:companylng .chedul.. and ,wttfMnll, and to th. ba,t 01 my llnewledge and btlltr, II It 1I11e, cotractand compl.'t.1 declartlhalall,..I.ltAla hu bnnr.potted.t tt..,. ,,*111' value. Olc.....Uo"ol pI'FlU" olher lhan the panoNlrtp'...nltU,.11 baud on.n 1"10"''11I110"01 which ptlp&ref hat .ny Itnow'ad;e, S10NA1~RE QtU>>jRSONRE~PONSIBLE FO,.!l.{IUNO RETURN ADDRESS <1/ ''If ';0,) I A '_ / ,J,'l.!i..ltJ..<tgel"-QQd..Rdl'JL............................ ....!l~ .. v Y"...../ lA' j....., .. 'to.<........<<- ":-t:< ... E OF PRFJ:...,;t.f1 OTHER THAN REPRESENTATIVE .../< DATE , ..,.~?f c;: DATE ADDRESS S.!:.Q<<1.t. J\lJd. .k'l{l\t<tt I. .:l5. S... .DlIK'l. S.t;, I............ rk. PA 17405-5167 /11;.3lif Form 15lXJ tR,." 7.101) t) 1004 form loll".... only CPSYIltml,lnc. REV. ,&01 EX . P.", SCHEDULE E CASH. BANK DEPOSITS AND MISCELLANEOUS co..tl.~Al~4\,~.w.r'NI' ESTATEOF Elsie Schnesmann FILE NUMBER 21-96-0293 VAWEATDATE ITEM DESCRIPTION Proceeds from Checking Account at Messiah Village 1 2,013.77 2 Medical Refund Checks from MetraBealth 513.44 TOTAL /Also enter on Hne 5 (Anaeh additional 8 112' . 11" sheets H nlOle spaeels needed.) CoPY"ght (c) 1D84lorm lOft.... onlyCPSYlltml,lnc. Form 1500 Schtdut. E (Rtv.Z-'7) nev. 1S100 . 1:.'7) COU~N9~~fh'll~lot ';~~~t~\~^N" ,i~s,o(N'tDV'crDEN' ESTATE OF Elsie Schneemann SCHEDULE G FILE NUMBER 21-96-0293 THI~ ._..~, . .11 on I. '''E.ANSW .~v. ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DEC'O, DOLLAR VALUE OF Includ. N1~ ollh. trantl.f..,lh.if -- . --- "-''''. "~ 1 Gift to Audrey Cheatham on 8/30/95 1,100.00 1,100.00 100 0.00 2 Gift to Audrey Cheatham on 1/26/96 3,000.00 5,200.00 100 2,200.00 3 Gift to James P. Lynch on 8/30/95 3,000.00 5,000.00 100 2,000.00 4 Gift to Jean Lynch on 1/26/96 3,000.00 5,200.00 100 2,200.00 5 Gift to Jill Cheatham on 8/30/95 3,000.00 5,000.00 100 2,000.00 6 Gift to Linda Wood on 8/30/95 3,000.00 5,000.00 100 2,000.00 .n.., fAI' . ',...' "....jn'I.1,;nn\ . , nAnn nn (If more space is needed, insert additional sheets 01 same size.) Copyrlghl (e) 1994 lorm toll war. only CPSytt.mt,lnc. Form 1500 5eh.dula GIRn. :.811 .... ". ~- .... ",. . . LAST WILL AND TES~~MENT I, ELSIE SCHNEE:.jA~}J, of Ct...:l:ib,~=':'a:1c Ccun:":", ?e:1nsj'l',lo:-..:.a. decla~e this to be my Las~ W~~l and Te3~3ment, he~eby ~evok~~g ~:: p~io~ Wills and Codicils. !TE~-1 :. I gi"Je, ce'/.:..se , . ::8Ciu-=a~:-. m:,..' er.~~=.; - ---_.- t:.:::..0..':: c: "=-.....,.... --...... eve=y nat:u::-e a:1c '.oJ::.e=e"'le= 5:' ::i.;a~e as ::.::':::.:s: A. One-hal: ( ~, ::.) -~~--....:: \..._--==- - C3Ugr-.-:~= . .~.~c~"':: -:'~ ~.. ..I:: Cheatham, p=ov:..ded -:ba-: i= s:'.e p=ececeases me, !. -:hen g:.':e, de'.::..se anc bequeath her one-half (:'2) m::' es,,:a~e -:0 he= ~~s~a~d. Geo:f=ey s:-.a=e ~. ~- D. Chea-:ham; and provided :~='t~e=, _\.0__ .......; ... if'. ::he Geof~=e::-' ~ W' event Cheatham also predeceases me, : -:hen give, ce~ise and bequeatr. Aud~ey's one-half (1/2) share -:0 her issue who sur~i~e me, per s,i~pes. 5. One-half (1/2) "the~eo: "tc ::1::' daughte~. Jean Lynch, p:"ovidec t:ta-c i:: she prececeases ~6:, I -::-:.er. gi.ve, devise and bequeath her one-half (1/2) share c: my estate to r.e~ husba~d, John ? Lyncr.; and provided fu=the::-, tha,: i~ ~he eve~~ ;c~~ P. ~ynch also predeceases me, I then give, devise and bequeath ~ean's ene-half (: 2) share to my grandson, James P. Lync~; p=oviced f~=~he=, ~ha~ ~~ the even~ James ? Lynch also prececeases me, I ~r.en g~~e, ce'l~se a~d beqUeath ~~is s~a=e ~o his wi::e, A:ane P. ~y~c~. ITE~ !I. : a;poi~:: m: ca~gh~a=, Jea~ :y~ch. as S~ec~~=ix 0: this my Las~ Will anc ~es~a~e~~, :: :0= a~y =eason m: said d~~~~~~= fails 'to qual:"::::, or hav:.~~ C;'Jal.:. ::..-:::c :a=....5 ":0 ac": c= ccnr:~e-::f: -::-..: administration 0:: . ' t:1en appc ':':-'.": caugh::e::-. .;ud=ey ... m,,' t:loC::-~-~ -- ...~""-, :11::" Cheatham, as substitute Execu,~ix in he~ place. - , - -'~_~ -- k!~_~.0~~_:':.--._:# ...- ..... {SEA!..) 1 ~TATUS REPORT UNDER RULE 6.1~ Name of Decedent: ELSIE SCIINEEMANN Date of Death: March 12, 1996 Will No: 21-96-0293 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 estate: 1. State whether administration of the estate is complete: Yes x No If the answer is No, state when representative reasonably believes administration will be complete: the personal that the 2. 3. If the answer to No. 1 is Yes, state the following: final a. Did the personal representative account with the Court? Yes file a No X 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 X No Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.~ "/CiAA vir Signature d. Date: 1//'>--9/76 0\ 1;:<1: - s:? 0 '1) -:H'l. ...,t~ ) ;:;: "J . .- ." ::> ..' , '.J N - ., !!.: c...> , .' , 0':' c .~'j 0 Cl 'n ~~ ala: f1' iii a: 0 Capacity: k~z- I "--- Jean Lynch Name (Please type or print) 135 Ridgewood Drive Gettysburg, PA 17325 Address (717) 337-0791 Tel. No_ X Personal Representative Counsel for Personal Representative /' ," (. , " '~i c;~.l/....(~d ,..:J,~J'.!;- . S;(;NAJUII I // (' /_ .//~I'~' ,;:)1" MARY C. I.EWIS d, 01"'" I ;r REGISTER OF WILLS U o NO. AA 184947 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ......lItIlI'....' RECEIVED FROM: i ACN ASSESSMENT Ii' CONTROL ~ NUMBER STOCK & LEADEr~ 35 SOUTH DUKE STREET POBOX 5167 YORK, PA 17405-5167 .01 ESTATE INFORMATION: 1:'1 filE NUMBER Y 21-1996-0293 1:1 NAME OF DECEDENT IlAST) ~ SCHNEE MANN ELSIE II DATE OF PAYMENT _ EJ POSTMARK ~TE COUNTY SSN O(Jii.'3',-4259 IFIRST) 1M I) CUMBERLAND OATE OF DEATH 03/1? /96 REMARKS ~ TOTAL AMOUNT PAID JEAN M LYNCH C/O STOCK & LEADER SEAL CHECK" 690 , RECEIVED BY , REGISTER OF WillS . AMOUNT !o;;'1~.~4 "'395.54 DO - - 1-' - - - .,..,............,......,-- -. -......A..~ ..-1-~...-..,:. '-..- . --,._-~,......_.- .-.- . LAW OrrlCtS , ~V~ Jj-9G.- ;).q} .,....~; !~ ''0, ('.l:r:; "I"'') \' ./ , , ,'.: ..~ ..~.' .. ljl, "II',IIU,' ~ :fifL ; ~,.. ;,; r; [l'17: .:(~ I;,.. . "~ It ~r.llil.l !i1.:!;~ .~ I STOCK AND LEADER 3~ SOUTH DUK[ STR[[T POST orner DO'-: !l161 YORK. PENNSYLVANIA 11-105-5161 CUMBERLAND COUNTY COURT HOUSE REGISTER OF WILLS ROOM 102 CARLISLE PA 17013 \'l)\~-~~';\~ l)~ 1..,111,.,111...,..11..1111.11...11,1.1,.111.1...111 :'iUI_~'-~-'"<-"'--_" .~..-- "._-~..".. ".~'"" ,-, \....\.~, '__~ ,,1.<.....;:: .i....'~..,".;,.;.~':..__...-..,;.;.;..:~...-' .~,., -.' n.~C"...-_""......,_.._.., - .-.....,,,......,,... :....;....'-'"."..-~--..b~_.i4'"-',..~~"".t,..;-.~":i1:--:-. . /.. '. "'~ I ' , { ,,' , f " 'l . '''J .. '. ~... {. '. ~: . . '. . 'n '1 , . . . . .r .' ~ ... .: . \... ; t'" .. . , , , I " '. -t' ,~ . .j I r' " , \, -. ~. \, ~ .,~ , ." ~. ...-. ..... ..---' -, "~"'^. .,-. "T'-"~"."~'_.- . _:;118 ._--'\;.-._.~....- , ---.--. ~, "t. . , . I ! ....... (I"" ~ .~l .- .>, /~ t,. See Instructions on Cover Page INVENTORY ESTATE OF ELSIE SCHNEEM~NN _ ______ ________l NL__d___~~:-_9_6-0_~3_ _____ ___. 19_ Late 01 ~pp~r ~.!lae!:l7'O TOW~~h~P'___m_ \ um er an ,-0., l-A Deceasod, AFFIDAVIT OF PERSONAL REPRESENTATIVES loton\lnonlllralt~ oC t)rnnlll'llllll1ia, I \ Illl. lotounlp oC !lork, Pe,sonaliy appeared before me, a _~o_t~ry Pu~1i~_ Jean Lynch, Execut!=,ix '__,__ _ _____,___ ,_,____ whO being duly sworn according 10 law, say !>_,___,_,__thallhe wilhin Invenlory of the personal property and real eslale which were 01 _________ __,n.I:;If;i~S~!:Ine.em~nn! .Iale of Upper Allen Township. __ ,__ _ ,__ _ Deceased, islrue and correct 10 the besl 01 her . in and lor said Counly, knowledge. inlormallon and belief. ~< 10,. h !:~.~~.- ?~ ~J ~1ean/ ,,}mc~-Execu tr ix Sworn and subscllbed 10 belore me Ihis '7t!l-_ day 01 }]f!.<!,__ A.D, 1996_, -- I ,.. -, .-,.. ..-- NOTAI1IAL- tiEA~otary P blic ----:IuLI^ M.~lt1'T"'--rtmt:e-~- ----_.,".-- M~l.:,T.;:'~::~,~":::,::': ,~:;".:~. ",::~o I N V E NT 0 R Y , o e personal property and real eSlale slluale In the Commonweallh, which were 01 ___Elste"---s"G.!:lO-eSlI!Lann,- Cumberland __'u.________u ,__ _' _. . lale 01 ,Upper Allen. Township. __ ' In the Counly ol>>'lllkx laken and made in conlormity with the above deposition under Soclion 3301 and lollowing oltho P.E.F Code. PERSONAL PROPERTY DOLLARS ~. See 'iPt_1;acheca ~.- .u: L)~~f~l t t~gL '" -- -- .::- ;r:o N , , ~ , u :j,! ~ c::I ~. 0:';' .;~ 0'-." <) Cl 10 .- t: ---8!rr. P' ~::J Uu ------ -------- . -~-~.._...__.__._---- -----. Estate Inventory Valued as of Date of Death Checkinq Account Proceeds from Checking Account at Messiah village $ Total Checking Account Miscellaneous 2,013.77 $ 2,013.77 Medical Refund Checks from MetraHealth $ 513.44 Total Inventory $ $ 513.44 Total Miscellaneous 2,527.21 --------------- --------------- page 1 0- = ..-t ;;; >- .<:: .. .. \D rn ;J c '" ~ c c (; en Z :J 0 :{ ~ a: II. :l! 0 E wo M ci u....w f-< E '" ffi 80. N .( O~~ C ,,~ 0 >...... ~ Ql I a:..JUl Z ~ ~I \D OetW :: ~ '" "'Z..J U oez: I ffio;tj tIl ~ >~a: k N :!;WC ~ Ql ~ ci "'z H 0 tIl c > 0 Z Wet ..:I ::> :::I >. :z: ~ o '" I"- ... _uc " o 111 ~ .. ~ Cb:Q, .. u: (0 C- .. _ ._ 0 II. '1II'lI')!D'l<1II 1"IIlIlI S! aJrd< aJa'!." pa\.l.)Su! ,)'1 .(mll sl"'I< leuomppv 'S 'C'I)IOCC 1I0!P'S 'p,)S!rJdlh, 1011 1"'1 1"'1"1',111-" .11111"'1' '(1lr,).\\lIlllIl1ll0J alII 10 'P!<lno alrlll!< 'IrIS3 Irall 'J> . ( r) lOLL 1I0!P,)S JJS 'spuno'l plre SOllaW .('1 p''1p.sap 01'1 1011 p,'.lIO 1"'1 1'''II'Jlloh, .111 1""" '1IIr.),""11IIlIIl:) 01111 "! ,lJ,III,\\,\II" .11I'III!< ,)lrl<3 Ir')1I 'C '.(\.I,doJd P,lJ,)"o''''I''J.lII'' III ,\JIlII.I""1 l"I''''"I.llddns :III!!!! Jill .\II<<.U,)lI '''11 III <e IOCC 1I0Ip.)S .'S 'il i 1 L_____...,.., _ ',)pOJ .~':hl '''11 III !;otC'IOl:l; ""'!p.,s 10 '1IIollIl,lJ,"holJ 011(1 1.>.1'" 01 ("'lJrJP S! \IuOI <I'lL '{ SNOUJnlllSNI IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of ELSIE SCHNEEMANN, FILE NO: 21-96-0293 Late of Upper Allen Township, Cumberland County, Pennsylvania, Deceased. RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS, that the undersigned do hereby acknowledge to have received this day of and from Jean Lynch, Executrix of the Last Will and Testament of Elsie Schneemann, late of Upper Allen Township, Cumberland County, Pennsylvania, deceased, all of the property distributable to them; and, for and in consideration of the receipt thereof, do hereby remise, release, quitclaim and forever discharge the said Jean Lynch, Executrix as aforesaid, of and from all liability for any reason whatsoever, arising out of the settlement of the said Estate. The undersigned do hereby agree to refund to the said Estate any amount which shall be necessary in the future to discharge any liabilities of the Estate of which they may hereafter receive notice, should any such liabilities be found to be due and owing, to the extent of the assets being distributed pursuant to this Receipt and Release. 1 0\ 5if '5,<,1 Po ... ':S ~t;; , e ....,:lO 0'0 N r " ill ... . ,'0 c.,) ~" t..; 1U'lil .,l\,) o n CI ' r. -.- ) tl) .. ~ g> , .0 ~ S~ a: a: if;{' Po ..... ~i'l: .c 111 0 l/l '1Jl.,j !i ZI1I,l/l . 11:' ~ a:..... 0 'tl F'> ' E-t Q) IJl I&J ;; >0'0'1 . l/l Ul l:O t ! Q,E-tC' M i l: III ~ g~ t w i uz ' Q'I Q) . Q) S ~ ,':;l.jJ N 0-1 >.0 o-I.J ~ . ~ ( f<.'alol '0 0-I.jJQ) tl ~O < w ! au:! .' " < l:t:l . . I ' "0 "', ~ :! Z t ~ Eo<t:lU Q'I' 1010 . C .C( Z 1 i P:Z I Q) U III ~ ~~ . ~ h . :;l <.." 0-1, Po ..... ~ z a~l/l N Ul Po'tl l: >.U <.. .. UP: l: ..... :;ll:1ll Eo< ~~ '. L ',1Jl1ll ,., 0 IJl III > 111 <L IJllXl.c 0 1-1 .....0-10-1 1-1 . =~Po Z Q) Ul 0 101>' IJl t Eo< 101 .jJ ~ Q)l/l U 'ua ,Q) III IJl Q).o l: tl z, .. 0-1 .jJ .jJ ~ Iii I-If<. '0'1 l/l III ~ .. .. /1: ,/:' i::': BUREAU OF INDIVIDUAL TAKES IHULAIUHCl In DIVISION DIP'. 110t.0. HARRISBURG, PA lll2'l'O.OI COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INItERITANCE TAK APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAK AMY L NELSON ESQ STOCK 8 LEADER PO BOX 5167 YORK DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN PA 17405 , 1/ 03-03-97 SCHNEE MANN 03-12-96 21 96-0293 CUMBERLAND 101 Allount A.flitt.d - 1I"lUI II'" III.'" ELSIE HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiilj:i5'47-EX-"Fpuiiz:9&riiii'ficE--ciF--iNHEiiii'ANCE-TAinip'piiiiisEHEii:r-;-"Ll"ciii/,NCE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF SCHNEEMANN ELSIE FILE NO. 21 96-0293 ACN 101 DATE 03-03-97 TAX RETURN WAS: 1 X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rod Estoto ISchoduIo A) 11) 2. Stocks and Bondi (Schedul. 8) (2) 3. Clos.ly Hald stock/PartnershIp Int......t (Schedul. C) (3) 4. "ortuau.s/Not.. Receivabla (Schedul. OJ (4) S. C..h/Bank Dapollts/Hlsc. Parsonal Property (Schedule EJ IS) 6. Jointly Owned Property (Schedule fJ (6) 7. Transfers (Schedule G) (7) 8. Total As.at, APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune...al Expan.a./Adn. Costs/Hi.c. Expans.. (Schedule HI 1" 10. Debts/Hortgag. Liabiliti../Li.ne (Schadul. I) nO) 11. Tot.l Daduction. 12. N.t Valu. of Tax R.tu~n 13. Charitabl./Gov.~nMant.1 B.qu..ts ISchedul. J) 14. H.t Valua of E.tat. Subject to Tax I I CHANGED .00 .00 .00 .00 2 ,527 .21 .00 10,400.00 IBI 2,620.21 3.714,72 1111 1121 113) 1141 NOTE: To inlu~. p~op.r c~.dit to you~ account, sub_it tha upp.~ po~tion of this fo~_ with your tax pay.ant. 12,927.21 ~.334 Q3 6,592,28 .00 6,592,28 If an assessment was issued previously, lines 14, 15 and~or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSHENT OF TAX: 15. AMOunt of Lina 14 .t Spousal ~ata CIS) 16. AMount of Lina 14 taxabla at Lina.l/Cl..s A ~.ta (16) 17. A.ount of line 14 taxabl. at Collat.~.I/Cl..1 B ~at. (17) 18. P~incip.1 Tax Due NOTE: TAX CREDITS: PAYMENT DATE 12-11-96 DISCOUNT 1 + I INTEREST I-I RECEIPT NUMBER AA184947 .00 .00 X .00= 6,592.28 X .06= .00 X ,15= llBl AMOUNT PAID 395.54 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 395.54 .00 395,54 395.54 ,00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1 IF TOTAL DUE IS LESS TitAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TItIS FORM FDR INSTRUCTIONS. I N I.; '. c: '..... >~ :; Ou r; RESERVATIONs E,tat.. of dlCldlnts dying on or b.for. D.c.~t Il, 1'82 -- If any future Int.,..t In thl ..tat. I. tranlf.rred In po.....lon or ~Joy..nt to Cl... . (co11_t"el) bln.flcA.rl.. of thl dlcadent after thl __pltallon 0' any ..lat. 'or Ilf. or for Y..'" thl COI.unw..lth hereby ..pt..,.y t.l.tV., thl right to appral.. Bnd ...... tranl'.' Inherltancl T.... at the lawful Cl... a (col1,t".1) r.t. on any such future Int.r..t. PIJRPOSE Of NOflCEs 10 fulfill the r.qulr..ent. of Stctlon 2140 of the Inheritance and E,tat. Ta. Act, Act ZZ of 1991. 12 P.S. Section 2140. PAYMENTs o.tach the top portion of thl. Hotle. and lub,lt with your ply.ent to thl Algl.ta, of Willi prInted on thl tava,.. ,Ida. uHa-. 'chlck or aonay order payable tal REGISTER OF MILLS, AGENT All payeent. recelvad .hall flr.t be applied to any Intera.t ~hlch eav ba dUI ~Ith any ra.alnder applied to the tax. REFUND (CA): A r.fund 0' a ta. credit, which ~a. not r.qul.t.d on the T~. A.turn, .ay b. requ..ted by caepl.tlng en ~Appllcatlon 'or Refund 0' Penn.ylvanla Inheritance and E.tate Ta.* (REV~I]I]). Application. are av.llabl. at the O"lc. 0' the R.gl.t.r of Will., any 0' the 2] R.v.nue DI.trlct O"lc." or by calling the .paclal Z4~hour &n.werlng ..rvlc. nu.b.r. far for.. ard.rlngl In Penn.ylvanla 1-800-]62-2050, out.ld. Penn.ylvanla and within 10c.1 Harrl.burg .r.. (711) 781-809~, TOO' (117) 11Z-22SZ (H..rlng Jap.lr.d Only). OBJECTIONS! Any party In Int.r..t not .atl.fl.d ~Ith the .ppr.I....nt, .llo~enc. or dl.alla~anc. of d.ductlon., or a......ent of tax (Including dl.count or Int.r..t) .. .hown on thl. Hotlca .u.t abJact ~Ithln .Ixty (60) d.y. of r.c.lpt of thlt Hattce bYI --written prat..t to the PA D.part.ant 0' Rav.nu., Board 0' App..I., Dept. 281021, H.rrl.burg, PA --.I.ctlon to have the aatt.r d.t.r.lnad at audit of th~ account of the p.r.anal rapr..antetlv., _aapp.al to the Orphan.' Court. 11lZ8-IOZI, OR OR AOKIN I$TRATlVE CORRECTIOH$: F.ctu.1 .rror. dl.cavarad on thl. a..a..aant .hould b. addr...ed In ~rltlnD tal PA D.partaant of Aavenue, Bureau of IndividUal Ta..., ATTNI Palt A......ent Ravlew unit, D.pt. 280601, Harrl.burg, PA 11128-0601 Phone (711) 787-6505. S.. page 5 0' the baoklat *In.tructlon. for Inh.rltanca Ta. R.turn far a R..ldent Dacad.nt~ (REY-ISOI) for an .xplanatlon of a6alnl.tratlvaly correctabl. .rror.. DISCOUNT: If any tax due I. paid within three (]) calendar aonth. aft.r the d.c.dent". death, . flva percant (SX) dl.count of the tax paid I. allow.d. PENALTY I Thl 15X tax .~..ty non-p.rtlclpatlon p.nalty I. caaput.d on the tat.1 of tha t.x and Int.r..t a......d, and not p.ld b.for. Janu.ry 18, 1996, the flr.t day .ft.r the .nd 0' the t.. ean..ty p.rlod. Thl. non-participation pen.lty I. app.a1abl. In the .... .ann.r and In the thl ...e tla. parla~ a. you Mould app.al the t.x and 1nt.r..t that h.. b.an .......d I' Indlcatad on thl. notlca. INTEREST I Intara.t I. charg.d b.glnnlng with 'Ir.t day of delinquency, or nlna (9. .onth. and ana (I) d.y froa the data of d.ath, to the data of payaant. T..a. which bec... dallnquant bafora January 1, 1982 b.ar Int.ra.t .t the rat. of Ilx (6~) parcant par annua calculatad at a dally rat. a' .00016~. All ta.a. which b.ca.. d.llnqu.nt on and .ft.r Janu.ry I, 1982 will b.ar Int.r..t at a r.t. which will vary fro. calandar yaar to calendar y..r with that rata announcad by the PA Dap.rt..nt of Aavenu.. 'he appllcabl. Int.r..t rate. far 1982 through 1997 ar.: '!!!r Inhra.t Rat. Dally Interut Fftctar !!!! Int.re.t Rnta Dally 'nhra.t Factor 1981 l'X .000548 1981 9X .000241 19U 16X .00008 1988-19'U 11;(; .Doonl 19M 11;(; .ooonl 1992 9X .0DOZ41 1985 13X .000l!.6 199]'199~ 7X .00019Z 1986 IU .000Z7~ 199!.-1997 9~ .OOOZU ulnt.rut It calcul.t.d ao follawll INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Natlc. 1.lued .ft.r the tax b.coae. d.llnquent ~ll1 r.fl.ct an Inter..t calcul.tlon to 'Ift..n tIS) day. bevond the data of the 1.1.1..ent. I' pav-.nt I. e&d. .fter tha Inter..t coaputatlon data shOwn on the NotlC., additional Int.r..t .u.t b. calculat.d.