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HomeMy WebLinkAbout96-00382 PETITION FOR GRANT OF LETTEI~S OF ADl\lINISTI~ATION i:.\Wtl' oj a/so kilo"''' Ul Frank lIa 1 r' No. To: ;21- qw~.3S'~ /~ ________ /)('('(.tlwd. Sodal SI'/'lIrity No, 192-1/1-"( OJ5.~__u__ Repiqel 01 \\'i11- 1'01 Ihe ('OlIlIlY or CUlnl)eTJ.fW~ ill the ('OIllIlHlIl\\I,.'allh or Pl'IIIl!'lylvania The pelilion of the under,igned re'peelfully ,ep,,'w'lI' ,hal: Your petilionerl~, whu bf.(IKl' IN yea" of age or older, appl j es c.t.a Id.h.II.: JlL'ndCIlIC Iii\.'; durallte ilh~L'lllia; dUf;\llh: Illilllllllilll') the ahuve deeedenl. hn leller"! of adminbtralion on the c~tatc of Deeendent was dumiciled at death in ~~~~rla.!1.~._ ua..._'_ Cuunty, Penn'ylvania, with hi s last family or principal re,idem:e aI ..-J22_li.l1hU;cJU r.<:h Lane. Carl isle. Borough of Carlisle, PA 17013 111\'\lrWI,III11llhl'rillldlllllllH:ipalil)) Decendent, then 80 years uf age. died _tloYember.. 3 , 19 911 at Leader Nursing Home ,~.arlLsle_.-1'enns.'ll'lDJlia Deeendenl at death owned property with e'timaled value' a' folll'1\\S: (If domiciled in Pa,) All p""unal property (If not domiciled in Pa.) Persunal property in Penn'yhania (If not domieiled in Pa.) Personal property in CUllnty Value of real estate in Pennsylvania situated as follows: N / A Not to exceed: $ 1,000.00 $ N/A S N/A S NI A Petitioner_ after a proper search ha2_ a,certained that deeedenlldtltb \S\M.,t.l~ \S\~~~,9vina b~amedi admin- Ihe following spouse (if any) and heirs: s tra tor Name Relatiun,hip Residenee Chloe Hair Wife 1226 lfuite Birch Lane, Carlisle THEREFORE, petitioner!s) respeelfully re<\lIe,I(,) the gram uf Ieller.' uf administraliun in the appropriate form to Ihe undersigned, " ., c u "'- .- ., G":' "u c ",0 c'': 11':: ";"~ ...~ ~o ;; c '" :7i G. Kip Bollin~er 120'( \-Illite Birch Lane Carlisle, PA i71ITT--- - I ) // /JQ'~ (:> _~;') /0'(VC- )....'-, ':5<./0 I M~_ _ _.___ _~_~______~__. ._-----_._~----- -. ---------- I'hh'''''llllllt\ dl.lldlt 11l1"11l1,rl,'nll.1. "I\(lll,"'~l!,~i. 1".dHI;'''II'' Ill! "~I.:!llti'I"II!\ It! '.\I!!~" '''1'', ,~':( (I,'ll '11"'lI<l1 "'I:'III,d I' lIlIH!!! ,01 ,!t,llh \hd~ " 11,.11;, ",Ii"- 1111,. I t,,, I "ltllllt III Idlll\' Idell ,\111. lIll' .,... I'll "1"1 WARNING: Ills IIIc9nllo duplicalc Ihls copy by photoslnt or photograph. III 1..1 !11l' 1111lh,111 ~'Pll ...,t~\lil5i'p;t', . U$-.. , :for ... "', . ,::.-.,\ . :: "" .,,~. ~""I' . ,?;. u ., ,. ~ ~\"} i/lt '\~' ~., .~~t ~~~~t,~~~!~ , ( ) \ " ... :..\ ) " , I,,, .d (1.< 1-'1'.11.11 , 2~2112C1 \'~-' l ~'~'t I 1).IIl' i':ll "'O'luJ~ln COMMONWEALTH OF PENNSVLVAtlIA. DEPARTMWT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH ..... . ....I~' ... ....,,,,..._,, i.OC,.., ~1(l,Ifl.T. IWVl'I" ...V(ClfOlCl:;t..'..... V",.. ,_ t. Frank L. lIair n. O..fOfOl.'H""'~;",_ ,Nale . 192 - 14 -7035 .~ov. 3. 1994 ....,,"........,v.........., ..............w_ ~~... " Narried Ill)(,u........., 1.1"<0(....,..'" _.. D.,. \/>001".0". -.!........" O..(Of,.o'" '....,....0.,.... ,..,"I'\.u":....... ."......,., ,...,. C,)o..~.' '\""(0lI1-...'">C:........."...._...._.....~........',.. COV'<,.01 lll..h. "'.1>0"'0.,,."0001...." ><Cl~"'l", ...._0 .. '..C'tlh........[,.""'..'......~r......"..rf..., I~'''_O =..10 80 ... f\\ .. Cumberland S. mddleton Tw Lender Nursing & Rehabilitation .....~OH.IDI..!(.'"... u. .......'o,oncu. .....o...n " .t "''hite ~"'''V1V1"OGlOOVK ..-"..-..........., tllItH,."'Sl1\tJ"1 (:........10"1 "."""_.'l<T'(J_~"'" ~~re'S;;r~"" '..,1 University 111 " OlCllll'" ,.....'''''O..OO'''UIIs-._ C..""'_ ~.... l~r....., .,..OrA.....s'..tSyO'OU\'II. Chloe lIoch 1226 White Birch Lane u Carlisle. Pa 17013 ortHlI..IS "CIU"1. "U:ot""( !-.....""...., .,<........~ Cnrl isle t,.O.......__.. '"$0... "" - M_' Cumberlnnd -' ".0 :::=~... YClH.(II'.......i1........,....o.ct"'!o.;......... 11 Hnrtha Wicltord ..."tlo. '''< ''''....IIIS...........,......",.\.., Clarence Hair , .....Cl"I".... ."",,(("~........, Chloe lIaLr ...,010"....' S"",,,,.4,1.!1ClH("600".u.-~ ~....I"Q'do, 1226 White Birch Lane Corlisle Po 17013 I.. N. Hiddleton Twp Po o man-Rolh funer. 110m. to Cnrlis e Po 1 013 "1'..c..oOOQo "... ,-,0: ,........ 0 ~~~. l'\..OCl~ OO!>l'OS'IIO't..........c.-..,. ,._....., .0...."*. . Westminster Cemetery .......r......CIlOORUSOf'ACIL'" 1 219 N. Hanover UCIIlM:"U"IllA lot.llO"l.'....no-.....I"~ 11I_........"...0 o ''tI OIl 1I~ ",IQ"'U,lItH ,"["U"","1ll111 01274B-L 10...._............... ,.............,,,...._. ...._po"...." !V'4'J'.I"I:!I.... . '''''[0101'''" O.l("~(ODl.O,",,",,"I.'.._, . I=)' I () \. . AJ.,,-, _, /} N- ,'_"'11I',.. [........"....... ......_........--..__~.....e1.....,..... Oo_._''''_'''~ ...........00.....'""".....,_ ._................ l....,_'_..._~.... ....,t..~IPI'[lIfO'DfO:D.llu.....t"~[P. ....2'" . 1""-."'''' ,........- ,_''''<1''''''' , : '._ ,I ""'UII ~_'9"'C_t__~.._...... ...._..........~t_........,."'" IJ.",. L~ (,,,,1/,,,,- fro........- C"r~....r......, OVII";),')OI.....{;C'<S!lJ<Jt.....IUt I) ,"~~ ,.L, ., I: Dvf. fOl~...$..toPo~.H/l.Vr.tUt DutfOIOfl.o.s"c..O'"","Wl'.e.ILrl, WlII{.UTOP..""'lJoroGS .........('10001..104 _,...r'~m e COU","UoCftOOC"ust [] O/1ttAJ"' "'".... -~ ...t_ 0 "--"-90- [J ",,2" ...... 0 eo...".....N_-_ IJ C.o.IIOI",^",,' .v.....[),o,_J TI"IOl",^,",' ,~.....rWQ'l..' OI~..~I'"""""'OJU'l.OC':lI....(O ... rJ ",,0 " -... IOC.'OC'I'<,',._, ........ !.t.,~ "L'CrOl""^"'.,...._'......~...'........_. -......1'......... 'h 'IA It.. tllll...otll'<-.....'"o""" .Ull'W\'JOOQ,...."'.."............ ,..~.~....._"'.,..,.._.......... ~"" ....~..fO... ....".._ '''1 ,...._-'..,..........._....__.........,_.._...._.......... .. ~ !.c....!lII'(....D','II~}.tfttlll (/ ~..... o ". ...-" l...-- ;>r-,,.,.yy- ~ I') \OC(..H......."'.. .,I f5'.1~....tC'."'-~~ ~'.. ".' ~ J!,--..!.1!..LQlik~?{.,.~~_I,,,,_____~.I~~ J ").1 .....I...:J..OOI'IU()lI'l"'!o()/y......(:""~I'I:TC~....""I-"rt..... ....,;'.,~...,- '-)J')""I..,..~ ,"'t.. I;. - t: 7~.'J ,_ _. .",_ /,(.J '. .._ ,.......\.. fl. _ .. -~.~ ....-._11 ."IIO~..""crllll".,...o,..nOCl."...........t<""",........~......_.~".....~..(.....,........J ,....._tl..,....--,..ilI_.._"..._......_.......I..._.._uvOOl.,.""'....._..,,_ '''UI'('lll",e.IO(MOIIIO''11ll ~"".....tl..._..""'I"'4/iIftow..'''II..'''''.Wt...'.-.C1..IPlMh....d''I'''I'......III.....p1tf..1ood...."II'I......"III..... ""......"1'.,... ._. ........ ................ .................... ....... ............... .. . ........ .... ... IJUI~\l....Is..r...........I..'<O....._..) (' -...) C ~",--V \' ~ ,-", U ,~~ C - '-:1i<l.;~~ ._.....A- [J .. ~o.l['\lO,... .... '..- ~ " -. -, \ C\"t<- '-.') . .. 21 - 96 - 382 nn '0 :Ilffi' em =l- 0- ~ -, t7 ,-, ,., " s (,~ 1 -< -- , . .... . 0 c ~ :::' ~ : '.:.1 <: 00 en. Q. :gS .... 0\ 21 ; 96 - 382 RENUNCIATION fRA..JK \-\ A oR. deceased. In Re ESlate of To the Register of Wills of Cu."" e.E~'-l'I..J\:> County, Pennsylyania. The undersigned c.. \-h...o c::. \-\A.\l2... Df the aboye decedent, hereby renounce(s) the right to administer the cstale and respectfully ask(s) that Lellers 0'1'" AQMIUISTQ..F\itO..J be issued to G. K (' ?,o\\in~~ I WITNESS qij. t'i\. hand this day of " 1Cl.~ q(., ,19_. ~t'\ )( ( /ul; ( " /t; , t. f11. /2. 1.c.. LV h.1 (S....aturek l. rt<- 13',.~" ~"'e. C(j,~i~~ I PA 11D/3 tJ(~ ~ ~ .' (Address) .1 (SIBnature) ; I I I \0 . (Address) II 0", - 1;Jg; .1l:;': <Xl i c:: .~ i " .. 0 i . . '..J - .~ (SIBnature) i ,"' '. , 1,-, (.> ~ '; ., ur, 1 .. . ><: () \..;1 'I.' U H.. .lJ <1>0: ~ E " 0: ~:J UU (Address) , . . , .- r-- NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WII.LS, COUNTY OF Cllmber1a.!1_~_, PENNSYLVANIA In re Estate of Frank Hair , deceased, No. 00382 of 1996 TO: Chloe Hair, spouse (beneficiary) (address) of Franl{ Hair 1226 ~fuite Birch Lane, Carlisle, PA Please take notice of the death of decedent dnd the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: Decedent's property has already passed to YOIl. (if additional space is needed, use back of page) Name of decedent Frank Hair Last known address 1226 ~fuite Birch Lane of decedent Carlisle, PA Date of death 11/03/94 place of deaLh Leader ::\,r'~Inr.:Home, Carlisle, PA County of grant of origin.l letters Cumberland Decedent died X test.at., intestate. A copy of the will is ----X- is not attacl.ed. Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Address Telephone G. Kin Boll Inger 12n1 Birch Lane (7171 21J9-7359 Carlisle, ?A * Letters of Administration ~ere ~ranted for the purpose of litigatic only. All of decedent's property passed direct.ly to his spouse, Chloe !!air. CER1'IFICATION 01' NOnCE UNDEH HIll.E 5.6(a) Name of Decedent: l~rank IIn 11' Date of Death: 11/03/911 N/A Admin. No. 1996-00382 Will No. To the Register: 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 the above-captioned estate on ~ Chloe Hair Address 1226 ~fuite Birch Lane Spouse of Carlisle, PA I I " 'j 3 Frank Hair Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A I , i i , i II II ~~frj dJhOtf Date: ~/1l/)/q,-, '<t I :-r :: ~( -. 'I,':' Michele J. Thorp Heynolds & Havas 101 Pine Street post U1Tlce ljOX Harrisburg, PA r, Co. Name 0, ,'- Address C, L,J \;:.: "lrr O' '- Telephone( (711) 236-3200 . ('. ]'- ,J 00 Capacity: Personal Representative X Counsel for personal representative * Letters of Administration were granted ror the purpose of litigation only. Allor decedent's property passed directly to his spouse, Chloe Hail'. ~j~ 17108 COMMONW[ALtH Of PtNt'Sl'lVAUtA OCPAAtMlUT or ",...[NUl OUfUAU Of INDIVIDUAL 'A~l5 OCPT 280001 IIAnA1SBURG. rA 171280001 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002919 RECEIVED FROM: FREY ROBERT G ESQUIRE 5 SOUTH HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER ........fold 101 ESTATE INFORMATION: SSN: 192.14.7035 FILE NUMBER: 2196-0382 DECEDENT NAME: HAIR FRANK DATE OF PAYMENT: 08/19/2003 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 11/03/1994 TOTAL AMOUNT PAID: REMARKS: CHLOE M HAIR CIO ROBERT G FREY ESQUIRE CHECK# 762 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS SEAL REGISTER OF WILLS I I I I I I I I I IllV 1101 (XU! Q61 AMOUNT $869.53 $869.53 COO!,lQNWEAl lit or PENNSYlYANIA DEPAR1!,lENlor REVENUE DEP11~1 IWlRIS8lJlG. PA 171111ffil, ~',' \N\' \l\REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT (1.,,,,r04)' 'I"" ''''''''I" OHlCIAL USE ONLY FILE NUMBER 21.00.0382 ffi c w :Jl c DECEDENrS NAME iLAST, FIRST. AND "'DOLE INITIAL, Fronk L HBir DATE OF llfATH ~()()'YEAR' SOClAL SECURITY NUMUER 192-14-7035 DATE OF OIllT" it.'M-O()'yEAR' n.. ...TUIlH....' I' n.IOlfo.wUCAII ""''" 'HI 11/3/1994 1/711914 (IF APPlICABLE) SURVIVING SPOUSE'S NNAE (lAST. fiRST. AND MOOlE INITlAl) REGISTER OF WILLS SOCIAL SECURITY Nl.M}ER .. ~ ~~.. 0"'1\ ..!I 0 o"'iil B: .. Chloe Heir ~1. OngIMIR.n.m 02 Stlpplf'mMl.lIUriurn OJ "___R~Il"".fl~P'OfIG1Jt)UI D... LFrrlllfld[wtto D..a rutljlltlntI'IMlComprl)f"'wold"ll'oI~.ttl.nPlt~118" 05. rfld~al[\tat.hIRf'tu,"Requlfed [g]e. ()Kedento.dTMlat8IAnachcopyolW,1I1 D 7 OPrwnt M.a,nWlI'Ifl(lalM"lI TnMIAtbchwpyol Trwl J!.. 8. Totalt'umbefofS.lll!~ 00aM 09. llbgabDnProceeclsRf!IC.eMId 0,0. tipout.tt~,Cr"'IOll.ul'fteltlW-lnl-alnH~1 D,1.ElectIOnlolaIUndefSec QI13(AIIAftachSehOl 'THI8IECTlDN MUST BE COMPLETED. ALL CORRESPONDENCI! AND CONFIIlEHT1AL TAX INFORMAllON lIIlOUI.D Ill! """'" 1m TO: NAME Robert G. Fre FIRM NAME (n AwI<:able) .. ~ z 2 13 II: II: o U COMPLETE MAILING ADDRESS 5 South HanDyer Street Carlisle. PA 17013 717-243-5838 OFFlCIAL USE ONLY 1. Roa! Eatale (Schedule A) (I) NONE (2) NONE 2. Slocks and Bond. (Schedulo B) 3. Closely Held Corporalion. Pa"nershlp.. Oolo-P'oplMlto,"dp (3) NONE ~. _gag.. & NoI.. Roco;wble (Schedulo 0) (4) NONE 5. Cash. Bank Deposita & Miscellaneous Porsonal Property (Schedule E) (5) 50,000 (6) NONE z o 5 ::> Is: 0{ :Jl II: 6. Joinlly Owned Propo<ty (Schedulo F) o Separato Billing RoqUMtod 7. Inler-VIVOS Transfer & Miscollan00u5 Non-Probate Property (ScheduIoG..L) In NONE 50,000 8. TOTAL GROSS ASSETS (loIal Lines 1.7) (8) 32,319 (11) ('2) ('3) ('~) 32,319 17,681 o 17,681 9. Funeral Erponsoa & Adminislraliva Costa (Schodulo H) (9) 10. Debls 01 Docodenl. _gage Llabllrtles. & LlonsiSchodulo 0 10) NONE 11. TOTAL DEDUCTlOtIS (loIal Linea 9 & 10) 12. NET VALUE OF ESTATE (line 8 minus linD 11) 13. Charitable and Govommonlal BoquestslSoo 91 13 Trusls for which an oIoc1ion 10 lar. hos not been made (Schedulo J) 14. Net Value Subtecl to Ta. (Lino 12 minus Lino 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES IS. Amount of Lino 141axable allhe spousal 10. raiD ,or lransfers under 500.91 16 (0){1.2) 17,681 . .01-- (IS) z 0 ;:: 16. Amount of Lh1814laxablo allinoal rolo . .0 (16) :! - ~ 17. Amount of linD 14ta.able alaibling rate .12 (17) :IE . 0 u >< 18. Amounl of Line 141axable al coIlaleral raiD . .15 (18) :! 530 o o o 530 19. TIl Due ('9) 20 0 tCiECk~~'..'YOUAAEREQiEinNci .REFiHlOFAN OVeI'lPAYMEHT:l > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 217 REY.1SII EX' 112.99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS . FILE NUMBER- 21-96.0382 . -~_. -----.--..-...---------..-.-- COMMONWEAl.TIt OF PENNSYLVA.NIA INHERITANCE TAX RETURN _. _.". __RESl()[NT()[CE~NT ._____._ ESTATE OF Frank L. Hair Delli. 01 decedent mull be reporled on Schedule I, I ITEM -..-!!!1MBJR A. DESCRIPTION ___AMOU~L..-__ 1. FUNERAL EXPENSES: Hoffman RDth Funeral Home 5,299 2. Marker inscription 85 B. ADMINISTRATIVE COSTS: Personal Representative'. Commiuiona Name of PeRonaI Representalive (a) __.. ______ .__._ - - --. --.-- - -- Sodal Security Numbef(a) I EIN Number of Personal ROpl'osentalivo(a) Street Address 1. ____~_.____.____ _____________ ..._u__. __ ,..___.._ CiIy _________._ __..____ Slat. _ __..__ Zip ___ ----------- Year(a) Commission Paid: ___._________~__~. 16,650 2. 3. AIl0m0y Foes Family Exemption: Of decedenr. add,ess is noIlhe samo 8S claimant's, attach explanation) ctalmant __._________ _________u__________._._______. -----.-.--.--. Street Address _..._________. ___.______._ _._._.~__._______.___m_._ __. _.____~_.~._____.___~_.____ City __._____.~__,____ Slale _____._ Zip ~_____ Retalionshlp of Claimant 10 Decedont ___u__~"_ _______~______ 4. Prob8Ie Foes 5. Accounlanr. FOGS 6. Tax Retum Prepafer'. Feos 7. Expert Fees, see statement attached 2,875 6. Expenses connected with litigation, see statement attached lA65 9. Miscellaneous expenses connected with litigation, see statement attached 2,124 10. Travel and miscellaneous expenses Dr Administrator related to litigation 369 11. Final bill lor private nursing care 322 12. Final bill lor nursing home, October 21 . November 2, 2001 3,150 ------- ------~-_._--- TOTAL (Also enter on line 9,Recapilulation) S (If more space is needed, inserlsddltionsl sheets 01 the same size) 32,319_ "'."""'''.'.' ~,,~ '.n..4. . , CCMMONWE.AL lH Of PEPltIS'rlVM;:4. INHERiTAP,'CE lA.., REtURlj RfSIDOH OfCFrf~H SCHEDULE J BENEFICIARIES '.~r;:" ESTATE OF \- \ ""~\,,, L. \1", FILE NUMBER 'J /1' '(e, '",. ;; l. AMOUNT OR SHARE OF ESTATE NUMBER J. NAME AND ~ODRESS OF PERSON(S) RECEIVING PROPERTY T AXA8LE DISTRIBUTIONS (include oulflght spousal d'slnbullOnsl R"-LA TlON~HIF TO DECEDENT Do Nol List Trustee(s) 1. (~"L" \\(.~;! I Z L (,.. v-.Jl.,: \'" ( ('--J" I,' L) \ ,~ i' ,\ j 1.", < ,\., L ,", '. .-. r . , .)1..' '\...'-.,.,\~ ..) ,I"ll")'" <<I I c':) C' 10 \ 1'1 (' 1.5 ENTER DOLLAR AMOUNTS FOR DISTRI8UTlONS SHOWN A80VE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON,TAXABLE DISTRI8UTlONS: A. SPOUSAL DISTRI8UTlONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT 8EING MADE 1. 8. CHARITA8LE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. EtHER TOTAUI01HAXA8LE DISTRI8UTI01IS orl L1IIE 13 OF RE'I1500COVERSHEET S (If more space IS needed. :nSM add,t,onal sheets ollhe same slzel Slarl dale End dale lolal days per diem lolal inlerest 9/1/95 12/31/98 1218 0.000247 159.45 1/1/99 12/31/99 385 0.000192 37.14 1/1/00 12/31/00 366 0.000219 42.48 1/1/01 12/31/01 365 0.000247 47.78 1/1/02 12/31/02 365 0.000164 31.73 1/1/03 8/29/03 241 0.000164 20.95 TDlal inlerest 339.53 Tax Dwed 530 Tolal owed 869.53 " LEADER PER DIEM RATE SCHEDULE - 7-01-94 Three-Bed Room $102.00 Semi-Private Room $105.00 Standard Private Room $116.00 Heritage Private Room $124.50 Arcadia Semi-Private $115.00 Arcadia Private $126.50 Room Reserve Rate: 10% less than per diem Items/Services NOT Covered Under Per Diem Rate: See Attached Schedule ~OD"'" (~")C- c.~ ~IJ-/'.'\)'" lC>i~ c..Ckll',) \ f'-\':lt u. vI!- ,LJ'\~ ) ~t7-\ 1'i~\I .3 1'3 y.. /' 5"~ /Dcf1 }~-5' /05"\ I ):30 \ I ___ \ eft ~lsV/ .'1... ...- '-. ... ... .... - " I'....... .. , , . I ,... 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L'c'j: .'!r~~'I~:': : ,"l...:,-r. ,)(~. no ~, -p~~ .a.~ 11- q~- ~ ~17.3 DUPLICATE 10e 9lbfocyGW ! f1']. f-J (l-l-.{ , PIIOOUCtIlJ ~..,c........t,tf1I.Or-w,""",!ll.I"u'cmao U I( J'tUJ Si~~UIC,lfru'dl"1oef 1226 White Birc~ Lone AJ.1m\ Carlisle, PA Cd1" SlllC 17013 lll' Thc Funcral Pmfc"illnalll1akcs nil warranty uf lilnc" ur lI1erchantahihty. c\prc\S or implieJ. if ""h disclaimer j, pcnllillcd hy law. 'The WILlIERT T"Jem"llluro,t Vouh\ induJ,. Tim Wtl.llERT IlRO~ZE'.. TIlE TRIU~E' COl.l.Et1'IO~. VI~"ETI,\N'. CO~TINENTM.' ,00 MONTICELI.O', . '" ")I It.-: . CDMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE 16-- 1(.1.y - I ~./ ~ BUREAU OF INDIVIDUAL (AXES IHII.AI1AHC[ lAX DIVISION DEPt. lBDfJOl IlARRlSBURG. 1''\ l1HB-DbUl HDTICE OF INHERITANCE TAX APPRAISEHENT, ALLDWANCE DR DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX ~ 09-29-2003 HAIR 11-03-1994 21 96-0382 CUMBERLAND 101 Anount He.ttted DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEv:i54j-ex-"iip-nii=iirniiiricE--oF-YNHERii'ANcE-TAinippiiiiisEHEiir-,--"Li.-OWANcniJi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX ESTATE OF HAIR FRANK FILE NO. 21 96-0382 ACN 101 DATE 09-29-2003 ROBERT G FREY FREY & TILEY 5 S HANOVER ST CARLISLE PA 11013 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule AI 2. stocks and Bonds (Schedule OJ 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Hotes Receivable (Schedule OJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIDNS AND EXEMPTIONS: ) CHANGED 11) 12) 13) 14) IS) 1&) (7) .00 .00 .00 .00 50.000.00 .00 .00 (8) (9) 110) 32,319.00 9. Funeral Expens8s/Adn. Costs/Misc. Expenses (Schedule HI 10. Debts/Hortgag. Liabilities/Liens (Schedule I) 11. Tot.l Deductions 12. Net Valua of TaM Return 13. Ch.ritBble/Gov.rn~entel Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to TaM If an assessment was issued previDUsly, lines 14, 15 and/or 1&, 17, 1B and 19 will reflect figures that include the tDtal of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A~ount of Line 14 at Spousal rat. (15) 16. A~ount of Line 14 taxable at lineal/Class A rete (1&) 17. A~ount of Line 14 at Sibling rate 1171 18. A~ount of Line 14 texable at Collateral/Class B r.te (18) 19. Principal TaM Due ~DI S. DATE 08-19-2003 NDTE: NUHDER CD002919 INTEREST/PEN PAID 1-) 339.02- .00 Ill) \1Z1 113) \14) 11,681.00 X 03 = .00 X 06 = .00 X 00 = .00 X 15 = AHDUNT PAID 869 .53 TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE *' In-IU' .. U, III-III FRANK NOTE: To insure proper crodit to your account, subl'lit the upper portion of this forn with your tax paynent. 50,000.00 3:>.31Q no 11,681. 00 .00 11 ,681. 00 1191= 530.00 .00 .00 .00 530.00 530.51 .51CR .00 .51CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATIDN OF ADDITIONAL INTEREST. I IF TDTAL DUE IS LESS THAN $1, ND PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), VOU HAV BE DUE A REFUND. SEE REYERSE SIDE OF THIS FDRH FOR INSTRUCTIDNS.1 RESERVATIONI E.tat.. of d.c.d.nts d~lng on or b.for. D.ce.ber lZ, 198Z -- If an~ future Int.r..t In the ..tat. I. tran.ferred In po.....lon or .njo~.ent to Cia.. B (collat.ral) b.n.flclarle. of the dec.dent after the expiration of an~ e.tate for llf. or for y.ars, the Co"on~ealth hereby expre..ly reserv.. the right to appraise and assess trensfer Inherltanc. Taxes at the la~ful Cia.. a (collat.rall rat. on any .uch future Inter.st. PURPOSE OF NOTICE: PA'tHEHT: REFUND I CRh OBJECTIONS: ADHIN- ISTRATlVE CORREctiONS: DISCOUNT: PENAlT't1 INTEREST: To fulfill the r.qulre.ents of Section ZI40 of the Inh.rltenc. end [.tete Tex Act, Act Zl of lOOO. III P.S. S.ctlon 9140 I. D.tach the top portion of thl. Notlc. and sub.lt with your pey.ent to the R.glster of Wills printed on the r.v.r.. sid.. uHak. check or eon.y ord.r payabl. tal REGISTER OF HILLS, AGENT A r.fund of a tex cr.dlt, which ~as not requ.sted on the Tax Return, .ey be r.qu.sted by co.pletlng an "Application for R.fund of P.nnsYlvanla Inh.rltanc. and E.tet. Tax" IREV-1311'. Applications ar. available at the Offlc. of the R.gl.t.r of Wills, any of the Zl R.venu. District Dfflc.s, or by calling the sp.clal Z4-hour ans~.rlng s.rvlce for for.s ordering: 1-800-36Z-Z0S0J services for taxpa~.rs with .p.clal h.arlng and I or speaking need.: 1-800-447-3020 ITT only). Any party In Inter.st not satlsfl.d with the appral....nt, allo~anc., or dl.allowanc. of d.ductlons, or asses.e.nt of tax I Including discount or Int.rest) as sho~n on this Notlc. eust Object within sixty (60) d.~s of r.c.lpt of this Notlu by: --written prote.t to the PA Depart.ent of Revenue, loard of Appeal., Dept. 281021, Harrisburg, PA .-electlon to have the .atter deterelned at audit of the account of the p.rsonDl representative, .-app.al to the Orphans' Court. 17128-1021, DR DR Factual error. dlscover.d on this ass.ss..nt should b. addr.ssed In writing tal PA aepart.ent of R.venu., Bur.au of Individual Taxes, ATTN: Post Assesseent R.vl.w unit, aept. 280601, HarriSburg, PA 17128-0601 Phon. Cll1) 187-6505. S.. page 5 of the booklet "Instructions for Inheritance Tax R.turn for a Resld.nt aec.d.nt" IREY-ISOI) for an .xplanatlon of ad.lnlstratlv.ly corr.ctable errors. If any tax dug Is paid within three (3) calendar .onths after the decedent's d.ath, a five percent (5%) discount of the tax paid I. allowed. The 15% tax a.oesty non-participation penalt~ I. co.put.d on the totel of the tax and Inter.st asses.ed, and not paid b.for. January 18, 1996, the first day after the .nd of the tax a.nesty p.rlod. This non-participation p.nalty Is appealabl. In the sa.e Banner and In the the sa.. tl.. periOd as YOU would oppeal the tax and Inter.st that ha. be.n assess.d .. Indicated on thl. notice. Interest I, charged beginning with first day of delinquency, or nine (9) .onths and on. (II day fro. the data of d..th, ta the date of pay.ent. T..e. which beca.. delinquent bafore January I, 1982 bear Intara.t at th. rate of Ilx (6%) percent p.r annua calculatod at a dally rat. of .00DI64. All taxas which beca.e delinquent on and after January 1, 1982 will bear Intere.t at a rat. which will vary fro. calendar year to cal.ndar year with that rate announced by the PA aepart.ent of A.venu.. The appllcobl. Int.rOlt rat.s for 198Z through 2003 ar.: Int.r.st Dally Int.rast Dally Int.rut ~ ~ ~ -!!!!... ~ Vear ~ Vear Dally ~ 1982 20% .000S48 1987 .~ .000247 1999 ,~ .000192 1981 1.~ .000438 1988-1991 1I~ .000l01 2000 .~ .000219 1984 1I~ .000301 1992 .~ .000247 ZOOI .~ .0002"7 1985 13% .0003S6 1991-1994 n .000192 ZOOl .~ .00016" 1986 10% .000Z74 1995-1998 .~ .OD0247 200l S~ .000117 ulnt.rnt I. calculated a, follo~'l . . INTEREST = BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. Issued .ft.r th. tax baco.e. dellnqu.nt will r.floct an Interest calculation to flftoon 1151 day. bayond the date of th. .',.'s.ent. If pay.ent Is _&do nfter the Int.r..t co.putntlon date sho~n on the Notlc., additional Inter.st .u.t ba calculated.