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No, 21 - 96 - ]fifi
Eslule or
F.l)NA H. NEI.l.
, Deceused
DECREE OF PRonATE AND GRANT OF LETTERS
AND NOW M"y 6 199.6-, in comideralion of the pelilion on
Ihe reverse side hereof, salhfaclory prouf having been presented before me,
IT IS DECREED that Ihe inslrumenc(s) dated August 2,1 1990
described therein be adncilled to probale and nIed of record as the last will of Fdn i ~l Np.11
and Letters 'rl3c:f-:am~nfo;a,..y
arc heTeby granted to Sh i r 1 e y 7, i mme r ma n
FEES
Probale. Lellers, Ele, ......... S
Shorl Certifieates( 1ll.. . . . .. . .. S
RenuncialiDn """,...,..,,, S
X-Pages S 21.00
JCP TOTAL _ S 1?~:RR
Filed """ f:1!\.~, 9 >.. m.6" .. " .. ." , ....
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270.00
10 00
John S. Davidson 17139
ATTOR~EY (Sup. Ca. J.D. No.)
P. O. Box 437~ Hershey, PA 17033
ADDRESS
(717) 533-5101
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COMMONWEAltH OF PENNSYlVANIA. DEPARtMENt OF HEAUIt. ~ITAL RECORDS
CERTIFICATE OF DEATH
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to my TnHltee hereinafter niln.l'cI, to holrl for the benefit of
MICHAEL BRAWLEY illld S'I'EPHEN fiRlIWLEY, fillhject to the
following provisions:
(a) The principal shall be divided into two
equal slliln,s for MICHlIEL fiRlIWI,EY ancl S'/'EPHEN BIU\WLEY
and each share I;hall be held as a SepilJ'i.te trust.
(b) During the ] j fetime of each named bl'npficiary,
the Trustee shall payor apply so much of the income
and principal as she deems advisable, in view of
other readily available funds of which she has
knowledge, to provide for the welfare, comfortable
support and education of such beneficiary and shall add
any excess income to principal and invest it as
such. If the principal becomes insufficiellt in the
opinion of the Trustee to warrant thl' continuance of
the Trust, the Trustee is authorized in her discretion
to pay the remaining principii 1 to said beneficiary free
of trust.
lc) Upon the death of a named beneficiary, if his
trust has not already terminated, the principal of said
beneficiary's share shall ue added to the share of the
other heneficiary for whon. a trunt is established
hereunder. Upon the death o[ the last to die of
MICHAEL BIlA\~I,EY and STEPHEN fiRAWI,EY, the trust shall
terminate ilnd the principal, including any accrued or
undistributed income, shall be trans[ern!d and
delivered to my daughter, SHJHLEY ZIMMERMAN, if tlwn
living, and if she is Ilot t1wn living, to GAIl,
E. ?JMMERMAN.
(d) All [;hiln~1J of principal all() incolIie hereby
givlm shall Iw frIll! [rom unticipatit)n, ilHsignmcnt,
pledge or obliga tion und sha II not, he subject to any
execution or attachment.
ITEN FOUR: I authorize my Executor and/or
Trustee to exercise the following pOwers in addition to
those given by law to be exercised in their sole
discretion:
(a) To retain ilny or all of the asseto of my
estate without regard to any principle of
diversification, risk or productivity.
(b) To invest in all forms of property without
restriction to investments authorized for any type of
fiduciary.
(c) To compromise any claim or controversy.
(d) To loan money to or to purchase property from
my probate estate.
(e) 'I'o borrow money from ilny person, including
any Executor or Trustee, and to mortgage or pledge any
real or personal property.
(f) To sell at public or private sale, to
exchange or to lease for any period of time, any rea]
or personal property, and to give options for sales,
exchanges or leases, all for SUch prices and upon such
terms ancl conditions as they deem proper.
(0) '1'0 commin<Jl.. 1 he asset!] of Llny trust: ..~;tale
created by this Wi] 1 in ilny one OJ' JlI()r,~ common funds
for grenter convenience and flexibility.
(p) To enq,loy attorneys, accountants, engineers
and other such pl'T!-:ons, professional or othelwise, as
may be necessary fOT the proper administration of this
estate or trust and to pay their compensation from such
funds.
ITEM FIVE: All estate, inheritance, !-:uccession
and other death taxes, imposed or payable by reason of my
death, and interest and penalties thereon, with respect to
all property comprising my gross estate for death tax
purposes, whether or not such properly passes under this
\'li11, shall be paid out of the principal of my general
estate, as if such taxes were administration expenses,
without apportionment or right of reimbursement. I
authorize my legal representatives to pay all such taxes at
such time or times as may be deemed advisable.
ITEM SIX: I appoint my daughter, SHIRLEY
ZIMMERMAN, to serve as Trustel' of the trusts set up in this
my Last will and THstament. If she fails to serve or
ceases to serve in that capacity, th~n J appoint GAIL E.
ZIMMERMAN, Trustee.
ITEM SEVEN: I appoint my husband, MllHRAY L.
NELL, Executor of this will and direct that he be permitted
to Sl'rve without bond and wi thout any intervention of any
court except as required by law. I authorize my Executor to
sell, encumber, mortgage, invest, distribute in k inel, or
retain any items of property of my estate in such manner as
he shall deem proper, limited only hy his own discretion.
ACKNO\~J ,lmGEMENT
\"e "DNA M NETT .JCII/-' ( )).,:,n"'o".f_ al'IU'
' , " ." ", J ., eN'
-y""" fL 'JDf v' , the Testatrix and the Witnesses,
respectively, whose nameD are signed to the attached or
foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix
signed and executed the instrument a[; her r.ast Will and that
she had signed Willingly (or willingly directed another to
sign for her), and that she executed it as her free and
voluntary act for the purposes therein expressed, and that
each of the Witnesses, in the presence and hearing of the
Testatrix, signed the Will as witnesses and that to the best
of their knowledge the Testatrix was at that time eighteen
years of age or older, of sound mind and under no constraint
or undue influence.
//UL h 1 .;// .~L l.
TE"STATRIX
'-)d? l).: /'1ILtl_
L WITNESS
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SUbscribed, sworn to and acknowledged before me by
Edna M. Nell, the Testatrix, and subscribed Rnd sworn to
before me by .Je'/-I'" S .J')I,.~:?'i.~.'/ and ~ tt, t;~/f-"
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witnesses, this2,u day of 4'''<llr , 1990.
,
(SEAL)
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N01'ARY PUBLIC
NOT~RI~l SEAL
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SARM' A. DAuphin County, P..
Derry T:"I'," n {.pl'" Julv 19. 1m
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146542 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
IIV.1I62l114".,
RECEIVED FROM:
ACN
ASSESSMENT t:'
CONTROL Iii
NUMBER
AMOUNT
&
JOHN S DAVIDSUN
POBOX 437
Ivl
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HERSHEY. PA 17033-03'17
ESTATE INFORMATION:
~ FILE NUMBER
~ 21-1996-0366
!II NAME OF DECEDENT (LAST)
Ii:iI NELL EDNA N
m DATE OF PAYMENT
m POSTMARK DATE
COUNTY
lOlOHUf
SSN 180-26-6637
(FIRST) (MI)
CUMI:1EriLIlNO
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID _$13,414.43
00
JOHN S DAVIDSON
SEAL
RECEIVED BY
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SIGNATURE .'
REGISTER OF WillS
MARV C. LEWIS
REGISTER OF WILLS
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMO~~::'\~\T~I~"W:I~'JtNIA (TO BE FILED IN DUPLICATE 21 96 0366
O!PI 28000' WITH REGISTER OF WILLS)
HAAAI~IUIlG. ~A_17178-0:601 COUNTY CODE YEAR
OICIDlNl') NAM( IlASI. flllSI. AtW MIOOlf IwI'Al! OICtllHtT'$ (OMPtlH AOOIlUS
NEI,L EDNA M. Messiah Village
SOCIAl SlCURlty NUMUIl ---loiTl 01 tllAlIl- -lOAll Of !lllhl 100 Mt. Allen Drive,
180-26-6637 --.JI'p_r,-_ 2!k192-6l Jl~ 27,. 1'U1 CO""'f Curnht>rland
I" "'"oCUIII SUI~!W'Nv ,'ooH ''''''''I II,lH 1,I\l""D "'VPII ",I'A,) !SO<,I,I SICUllIT' t.UMlfR AMOu,jf 1l(((IVID ISH l'I!llauCfION!.1
N/A _______tJLA_ _,___ _ u,_ _ __ _ N/,.,
LJ 2. Suppl.meo'al R.,u," U J.
o 4. Limited Estate Ll 40. Future Intllfolf Compromise 0 S.
liar dolfU 01 deDlh after 12.12.821
[1g 6. Decedent Died restotll [I 7. Decedent Maintained 0 living Trusl ..!... 8. Tolol Number of Safe Deposit Bous
(Alloeh copy 01 Willi (Altoeh copy of TruI') ,...., ( l
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTE _' 01
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Da 1. Original Relurn
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1. R.al Ella'. ISch.dul. A)
2. Slacl. and Bonds ISch.dul. BI
3. Closely Held Stock/Partnership Inleres' (Schedule C)
4. Mortgages and NOlllS Receivable (Schedule 0)
5. Cosh, Bonk Deposit' & Miscellaneous Personal Property
(Sch.dul. E)
6. Jointly Own.d P,operly (Sch.dul. F)
7. Transler. (Schedul. 0) (Schedul. l)
8. Total Gran Anell (10101 lines 1-7)
9. Funeral hpensl1, Administrative Cos", Miscelloneous
Expenses (Schedule H)
10. Debts, Mortgage liobilitil1, liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject ta Tax (line 12 minus line 13)
15. Spousal Transfers (for doles of death after 6.30.94)
See Instructions for Applicable Percentage on Reverse
Side. (Include ...alues from Schedule K or Schedule M.)
16. Amount of line 14 taxable 01 6% rote
(Include values from Schedule K or Schedulo M.)
17. Amounl 01 line 14 taxable at 15% rote
(Include values from Schedule K or Schedule M.I
lB. Principal tax due (Add tax from lines 15, 16 and 17.)
19. Credih Spousal Poverty Credit Prior Paymenh
+ 1.3".9J1.43
I FOR DATES OF DEATH AnlR 12/31191 CHECK HERE
IF A SPOUSAL ..
POVlRTY CREDIT IS CLAIMED [, ]
. .._-----------.-- -----~._---------
fiLE NUMBlR
NUMBER
Mechanicsburg,
PA 17055
Remainder Return
llor dales of dealh prior to 12-13.B21
Federal estole lox Return Required
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(OMPUI( MAllI'~Q ADDRUS
P.O. Box 437
Hershey, PA
17033: J
111__________
(21 __~DLfj:!9.J19
(31
14)_____
(5) ___1'l,Jt5.8. 32
(6)
(71___
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(8) 248,588.21
(9 I 1 0,}46. 94
(lD) __~Lli98.82
(II) 13_d~5. 76
(12) _235.,J42.45
(lJ) - 0 -
(14) 235.li2..45
(IS) _ N/A________x._=
(16) __.2)_5Lltl~.,-Ll!L__n____X .D6 =
o
(171 ,,__~__,______.____.._x ,15 =
141 108. 55
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(lBI _J..Ll,lQ8_.5.5
Discounl
+ ..1Q~.02 ___
Interesl
20. If line 19 is grealer than line lB, enler the difference on line 20. This is the OVERPAYMENT.
aD
(19) ___1.9, 12_Q~5____
(201 _______11.90__
Check here if you are requesting a refund of your overpayment.
(211
(2IA)
121BI
21. If line lB is greater than line 19, emler the difference on line 21. This is tho TAX DUE.
A. Enler the interest on the balance due on line 21 A.
B. Enler the total of line 21 and 21A on line 21B. This il the BALANCE DUE.
Make Ch.c1( Pavabl. to: R.glat.r of Wills, Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under penalties of perjury, I declare that I have ellamined this relurn, including accompanying uh~dules and ,talements, and 10 the besl 0' my knowledge and belief,
it is true, torrect and completa, I declare that all reol est ole has been reportl'd at truo market ...alue Oflcla,olion of preparer other than the personal representative is
baled on 011 informolion of which pre parer has any knowledge
Y'A~l~U 0 P~~SO!i"HSPOt~SIBL( fOI 'Itlt~GIi1Ui"N'---- ADCO-f~S---- - -..~_.-~._.------- ~-- - --. - - .-- . -.----- ... ---"" .n_____ oi~-
yl2.:.....0/ I LtJ.~':' B~!~':.L'I~~lI611Jf!nkins _Lane,_ North \"ales,_ PA_1945t1 (]~(l,~' _J..L i~~? K'
S!Gt~AlU ,'Jilr A(II OTHtA It;u, AfFAU1NUII..f "'lllJ~'"'' OAT("" _
-'f-_~f{l{.",- P. o. Pox 437,1 Hershey, PA 17033 .I~!,y\!.!.!.~,---
.
'fV.~SO] u. l''''~l
~.:ib:9"
-.ffi:.,o..
COMMONWEAltH Of 'fNNSTlVAt4IA
INH(IUfANCf 'A. _[JUliN
Il(SIDINr DfCfDfN'
SCHEDULE B
STOCKS AND BONDS
EStATE OF
fiLE NUMBER
NELl., EDNA M.
(All p,opo"y ,olnlly.ownod with RighI a' SurvIvorshIp mUll bo dlulolod on Schodulo F.I
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Securities held in Prudential Securities account as
set forth on the attached schedule.
Principal
$232,351.27
2.
Nuveen Tax Exempt Bond Fund Multi-State Series 63
49.946 units @ $25.60
1,278.62
TOTAL IAho onlo, on lino 2. Rocopitul.,lon)
(If mar. spoc. j, n..ald, in,.rt orJdjl;onal ShHh 01 some size.)
S 233,629.89
,
lI'VI\OIU'lllll
1l~'J~:~1'
-~
COMMONWEAmt Of PENN!.nVANIA
INHIlI1ANCI tAX RnURN
RUID~NT DI_~~DINT__ _~_
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
,,_ Ploa!o Prillta,_Tr~o~..
FilE NUMBER
ESTATE OF
NELL, EDNA M.
---~--~. --------~~-- ------+-------.------.--- ..---'-- .
(All prop.rly lolntly.own.d wllh th. Righi of Survlvor,hlp m~~~.~__~lul~!~~~-~-~~~.u~!-!L"~ --_.~_._-
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Prudential Securities Monp.y Markp.t assets fund
5,518.00
2.
prudential securities Account - bond interest accrued
to date of death
1 , 034.85
3.
PNC Bank account no. 50-7010-1707
2,756.54
4.
Northwestern Mutual Life Access Fund 510243855
5,513.38
5.
PA Department of Revenue - 1995 individual income
tax refund
18.00
6.
Capital Blup. Cross - insurance premium refund
117.55
TOTAL (AI.a onto, on Ii no 5, Recapitulation) S 14,958.32
(Allath additional BY," )( U" \heeh if more Ipoce il needed)
J. Scoll Miller
S.!111(.,1 'N:.o P'U-;lOOfll l"v,!~lmt.'f'.,~
Prudential Securities ~~
.__ ..'_ _~._..__ __.____ 4.. ~
[i.
..... .
r
June 10, 1996
Mr. John S. Davidson Esq.
Yost & Davidson
320 West Chocolate Ave.
P. O. Box 437
Hershey, PA 17033-0437
Dear Mr. Davidson,
Per your request of May 15, 1996 for the Estate of Edna M. Nell, I
have enclosed the values for the securities account held in the
single name of Mrs. Nell at the time of her death.
We have been in the process of liquidating the Certificates of
Deposit and transferring cash and securities to the accounts of
Shirley Zimmerman and Donna Heilman.
If there is anything else you require, please feel free to call me
at (215) 564-8475.
Sincerely,
X tLti..~r ;fJ2u..~
Kathleen Palermo
Assn't to Scott Miller
Pruaentlal Secuflttes Inc~rcoraled. 30 SOUUl l;"lh Street ':C!h Floor Phllad€lonl(l. 0.\ ~al03 '::1556,J.d.C"S
300 33 '~262
.
c-
NonnWes.tern
Mutual Ute'
May 22. 1996
Mr. John S. Davidson
Yost & Davidson
320 W. Chocolate Avenue
P. O. Box 437
Hershey. PA 17033-0437
Re: Murray L. Nell
5328712
Edna Nell
Access Fund 510243855
Dear Mr. Davidson:
This is in Tesponse to your letter dated May 15. 1996.
This policy originally became payable by reason ofthe death of the Insured. Murray L.
Nell. The Insured designated Edna Nell as the direct beneficiary to receive the proceeds
at his death.
The proceeds were deposited into the Northwestern Access Fund in the name of Edna
Nell. The amount payable in the Northwestern Access Fund as of April 20. 1996 is
$5,5\3.38. Since Edna Nell did not designate a beneficiary. the proceeds are noW
payable to the estate of Edna Nell.
Before we can proceed with settlement of this claim. we will requiTe the following:
\. Letters Testamentary or Administration.
2. Completion of the enclosed Beneficiary's Statement and
Payment Direction Fonn by the ExecutoT of Edna Nell's
Estate
1110' ,..,'1,,""!"'" \\",,,.,\1 ,,,.,,,,,,,.,,,.... '..",1'."" . -:11 ",,' \\ ,,' ..".,,, ,,,,,,,,.' \I,'''''''''''' "'" ..",,,, ; ,:":.,,.., . "' :"., H~
,....c n.lllh. ,,,\.
. "'11.1."1 ',L ;". ! ..llf',
Tax Service Center
Two PNC Plaza, 33rd Floor
Pitttsburgh, PA 15222
PNClRANlK
May 22, 1996
Yost & Davidson
320 West Chocolate Avenue
P.O. Box 437
Hershey, PA 17033-0437
RE: Edna M. Nell, Deceased
S5N: 180-26-6637
lJOD: 4/20/96
Dear Sir/Madam:
Please find the information you have requested listed below.
cmx:KING J\CCCllN'l' Murray L. Nell or Edna M. Nell
000 Balance: $2,754.49 + $2.05 accrued interest
Established 9/15/87
The safe deposit box number is #72.
Sincerely, ,~ ,
,/"}\Cj~~Llc.lc(~ \ I~~ ((~
I Michelle Przybyla ' - 'j ;:-~ I
, Decedent Reporting ""I ,
PNC Bank
cc: Lynn Miner
11\0 nil II. ;1..'
~ .:!.l Y
~: 'Wt;!
COMMOUW(AllH Of P[NN~YlV.tl''''
INH[RITANCE IAIt 'IOU"."
Jlf510(Nl D(C[01"I
,
I SCHEDULE H
\1 FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND ,\.
~ISCELLANEOUS EX.P~N:ES._, Pleas. Print or Type
FILE NUMBER
ESTATE OF
NELL, EDNA M.
ITEM
NUMBER
DESCRIPTION
A. Funeral bplns.s:
1.
2.
B.
1.
2.
3.
Neill Funeral Home
Harding's Restaurant - funeral luncheon
Admlnlstratlv. Costs:
Personal Representotive Commissions
Social Security Number af Personal Reprosentoti.e:
Year Commi"ians paid
Attorney Fees Yost &. Davidson
Family Exemption
Claimant
Addre" of Claimant at decedent's death
Street Addre..
City
Relationship
State
Zip Code
4.
Probate Fe..
c. Miscellaneous Expenses:
1.
Registp.r of Wills - filing releases
cumberland Law Journal - advertise grant of letters
2.
The Sentinel _ advertise grant of letters
3.
4.
5.
\
6.
7.
B.
TOTAL (Also enler on line q. Recapilulotion)
(II mare space Is need.d. Insert additional she.ts 01 same sl...)
AMOUNT
7,410.00
292.56
2,500.00
326.00
20.00
60.00
138.38
S 10,746.94
..
'IV I~lll'. Illl'l
'*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.os. Print or Type
I FilE NUMBER
CQMMOHWUlTH Of '(NHI1WAN...
tNIII'IIAN(I 'AI II fUIN
IU'DIN,OICIOINI
ESTATE OF
NELL, EDNA M.
ITEM DESCRIPTION AMOUNT
NUMBER
1- Bell Atlantic - phone bill 18.84
2. Messiah Village - nursing home care 2,481.32
3. Messiah Village - pharmacy 127.49
4. Messiah Village - occupational therapy - medicare
deductible 71.17
TOTAL (AllO enlo, on line 10. Recopilulolion)
'If more space is needed. insert additional sheets of some size.}
$ 2,698.82
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COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES
INHERITANCE lAX DIVISION
OCPI. UD601
ltARAISBlRC, PA 11U8'06DI
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLDWAHCE DR DISALLDWANCE
DF DEOUCTIDNS AND ASSESSMENT OF TAX
JOHN S DAVIDSON
PO BOX 437
HERSHEY
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17033
11-11-96
NELL
04-20-96
21 96-0366
CUHBERLAND
101
Allount Re.lt t.d
.
, .
'*
I".IU'U ", CIl.I4I
EDNA
H
MAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifE'v:i54'i"EiCAFP-tiiF96Y-NCiricE--ciTYNHEiiii'ANCn'-/iX-i\pPRi\isEHENi'-,--ALLOWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF NELL EDNA M FILE NO. 21 96-0366 ACN 101 DATE 11-11-96
If an assessment was issued previously, lines 14. 15 and/or 1&. 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSHENT OF TAX:
15. AlIOunt of Line 14 at Spousal rata (15)
16. A.ount of Line 14 taxab1. at Lineal/C1as. A rata (16)
17. Aaount of Lin. 14 taxable at Co11atera1/C1a.. 8 rata (17)
18. Principal Tax Du.
TAX CREDITS:
PAYHENT
DATE
07-19-96
TAX RETURN WAS: (XI ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Rool Eatoto (Schodulo AI (II
2. Stocka end Bonda (Schedulo BI (21
3. Closaly Ha1d Stock/Partnarship Interast ISchadu1e C) (3)
4. Hortgaga./Nota. Racaivab1e (Schedule D) (4)
5. Cash/Bank Deposita/Hi.c. Personal Property CSchedu1e E) (5)
6. Jointly Owned Property ISchedu1e F) (6)
7. Transfars ISchedu1e G) (7)
8. Total As.et.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expanse./Ada. Costs/Hisc. Expenses ISchedu1e H) (9)
10. DObta/Ho.tgogo Llobllltloa/Llona (Schodulo II (101
11. Total Deductions
12. Hat Value of Tax Return
13. Charitab1a/Govern.anta1 Beque.ta ISchedule J)
14. Not Voluo of Eatoto Subject to To.
NOTE:
RECEIPT
NUNBER
AA146542
DISCDUNT ('I
INTEREST I-l
705.43
I CHANGED
.00
233.629.89
.00
.00
14.958.32
.00
.00
(BI
10.746.94
2.698.82
IIlI
1121
(151
1141
.00 X .00=
235.142.45 X .06=
.00 X .15=
IISl
AHDUNT PAID
13.414.43
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTE: To insure propar
credit to your account,
sub.it the upper portion
of thia for" with your
tax pay.ent.
248.588.21
B.44~ 76
235.142.45
.00
235.142.45
.00
14.108.55
.00
14.108.55
14.119.86
11.31CR
.00
11.31CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATIDN DF ADDITIDNAL INTEREST.
IF TDTAL DUE IS LESS THAN tl. NO PAYMENT IS REQUIRED.
IF TDUL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRM FDR INSTRUCTIDNS.I
RESVNATIDHI
PlIIPOSE Of
NOTICE:
PAYHENT:
REfllCD (CR):
OIJECTlONS:
ADMIN
ISTRATlVt:
CQRR[CTIOHSI
DISCot.flTI
PENAL TV I
INTEREST:
'I'
E.tlt.. 0' decedents dy ng on or be'or. Dec:Mbtlr lZ, 1981 .. II MY 'utur. Int.r..t In tM ..t.t. h trM,'.rrlld
In po.....lon or enJoy.-nt to Cl... I (coll.t.rll) ben.flclerl.. of the d.c.dent Ift.r the .MPlrltlon 0' any ..t.ta for
11f. or for y..r., tM C~.lth herlby ..pr...ly r...rvI. the right to appral.. end ...... tran.f.r Inn.rltene. Ta...
.t the I,,'ul Cle.. I (collat.rel) rata on MY .uch futura Intar..t.
To 'ulllll the raqulra.-ntl of Section 21...0 of tha Inherltanca and htat. Ta. Act, Act 22 of 1991. lZ P.S.
S.ctlon ZlftO.
Dtitach the top portion 0' thh Notice and .ubalt with your PIIY..nt to tha R.ght.r of Wills prlnt.d on the rav.r.. std..
..Mak. check or lIOftIY ord.r pnabl. tal REGISTER OF MILLS, AGENT
All p.y.ent. racalv.d .hall flr.t b. appll.d to .ny Int.r..t which ..y ba due with any r...lnder appll.d to the tex.
A ra'lnd of . t.. credit, which w.. not raqu..ted on the talC Raturn, ..y ba reque.t.d by co~latlng en .Appl1catlon
'or R.food 0' P.,,,uyIVMI. InherltBnCa and E.t.t. I.x. CREY-Ull). Appllc.tlon. ar. .v.llabl. .t the Office
of the R.gl.t.r of Willi, any of tha Zl R.v.nu. DI.trlct Off Ie.., or by calling the .pacl.1 Z"'-hour
an.warlng ..rvlc. nueberl for for.. ord.rlnG: In Penn.ylvanl. l-aOO-16Z-Z050, out.ld. P.nn.ylvanl. and
within local Harrisburg araa (711) lal-a094, IDO' (711) nZ-ZZ5Z UI.arlng I~alr.d Only).
Any perty In Int.r..t not .atl.,lad with the appr.I....nt, allowanca or dl.allowanca 0' deduction., or .......ant
of t.x (Including dl.count or Int.r..t) .. .hown on thl. Notlca lU.t obJ.ct within .I.ty (60) d.y. of r.calpt 0'
thh NoUce byl
"written protut to the PA Dep.rt.."t of A.v."."., lo.rd of Appeals, Dept. za1021, Itarrhburg, PA
".Iectlon to have the ..ttar datar.lned at audit of the ecCOU'lt of the parsonal rapra.Wlt.Uv.,
.-fIPPtIal to the Orphan.' Court.
DR
11Iza-l011,
OR
Factu.l .rrorl dl.cov.r.d on thl. .....I.ant .hould b. .ddr....d In writing tal PA Departaant of R.v.nu.,
luraau of Individual lax.., AIINI Po.t A......ant A.vl... unit, a.pt. Za0601, H.rrl.burg, PA I11Za-0601
Phone (111) lal-6505. See pag. S of the bookl.t -In.tructlon. for Inh.rltanc. laIC A.turn for I A..ldant
Decadent" (REY-ISalJ for IIn ..plan.Uon of ad.lnhtr.tlv.h corr.ctabl. .rrorl.
If any tax due II peld within thr.. (l) cal.nder aonth. .ft.r the dec.dant'. death, a flv. p.rc.nt (5~) dl.count 0'
tha t.. paid II .llowed.
The 15X tax aena.ty non-pertlclp.tlon penalty I. coeput.d on the total of the ta. and Int.r..t ......ed, end not
paid bafor. January la, 1996, the first d.y aft.r the end of the talC .MII.ty p.rlod. This non' participation
pen.lty I. eppa.labl. In the .... -.nner and In the the .... tl.. parlod ft' you would app.al tha t.. and Int.r..t
thet hal bean a.....ad .. Indicated on thl. notlc..
In~.r..t I. chargad beginning with flr.t dey of d.llnquency, or nln. C9l _onth. and one CI) dfty fro. the data of
death, to the data of pa~t. Tax.. which bat... delinquent b.fore January I, 19a2 ba.r Int.r..t at the rat. 0'
.Ix (6X) p.rcant par ~ c.lculated at I dailY rat. of .000164. All ta... which bac~ d.llnquent on and aft.r
January 1, 1982 will ba.r Int.r..t at . rat. which will very fro. cal.ndar yaar to calendar yaer with that rata
announcad by the PA Dap.rtaant of Ravenue. The .ppllcabl. Int.r..t rat.. for 19az through 1996 ar.1
'!!!r Int.rut Rat. Dalh Int.r..t FtK:tor !!!! Int.,...t Ret. Dally Int.r..t Faclor
19aZ 20X .ooos...a 191!11 'X .OOGZU
1961 lOX .aaoua 198a.I991 11% .000301
I'" I1X .000301 I'" .x .000lU
19a5 U~ .0OalS6 1991-1CJ9lt 7X .00019Z
1.86 10% .000Zl'" 1995-1996 'X .aaozu
-~Int.r..t Is calculated .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Hotlc. I..uad aft.r the ta. baeo... delinquent will r.flect an Intlr..t cllculatlon to fifteen CIS) dayI
beyond the data of the a......."t. If pey.."t II .ade IIft.r the Int.r..t cMPUtatlon d.ta shown on the
Notice, eddltlonel Int.ra" lUst ba calculalad.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Edna H. Np.ll
Date of Death: April 20. 1996
Will No.
1996-00366
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:
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
1. State whether administration of the estate is complete:
Yes X No
a. Did the personal representative file a final
account with the Court? Yes No X
3. If the answer to No. 1 is Yes, state the following:
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
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: APd 1 24. 1997
,......
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'\ci.C?;:LL l'L{~
s~gnature
John S. Davidson
Name (Please type or print)
P.O. Box 437, Hershey, PA 17033
Address
en I 533-5101
Te 1. No.
Capacity: personal Representative
X Counsel for personal
representative
(MAH: rmfl AM3)