HomeMy WebLinkAbout96-00385
PETITION FOR PRODA TE uod GRANT OF LETTERS
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To:
Estate of Lilliiln
also known as
Rcgislcr of WUls ~or lhf I
Dt'cea.\w/. County of C IIID )(". ,I n.. in thc
Social Security No. 17.1- 0 OJ - 0 ()., 3 Commonwcalth of Pennsylvania
The petition of lhe undersigned respeclfully reprcsents that:
Your petitionerCl). who is/:ltl( 18 years of age or older an the execut "'-
in the lasl will of the above decedent. daled '1;,,/')"
and codicil(s) dated None
named
. 19...E..4-
(Ualc relevant circumstances, e.g. renunciation. dcalh of C'XC1:11l0r, CIC.)
Decendent was domiciled at death in CUr.1berlilnd
11 er last family or principal residence at Fores t Park
700 Willnut Bottom ~OilJ. Carlisle. ~^ 17011
(list SUCCI, number and muncipality)
Counly. Pennsylvania. with
lIeillth Cenh,r
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Decendent. then-----2Lyears of age. died Jilnuilrv 27. .1996
at forest Pilr,: :Icillth Center. Cilrli"le. r"nn"ylvilnin
Except as follows. decedent did not marry. was not divorced and did not have a child born or adopted
after execution oJ lhe will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: N(I.
Decendent al death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property S 750 . 00
(If not domiciled in Pa.) Personal property in Pennsylvania S
(If not domiciled in Pa.) Personal property in County S
Value of real estate in Pennsylvania S
situated as follows: Hone
THIS WILL BE AN INSOLVENT ESTATE.
WHEREFORE. petitioner(s) respectfully
presented herewith and the grant of lellers
Iheron.
request(s) the probate of the last will and eodicil(s)
tes tamen ta ry
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } liS
COUNTY OF C:.;:.jGERL,\:lD
The petilioner(s) above.named swear(s) or affirm(s) that Ihe statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen.
tative(s) olf the above decedent petitioner(s) will well an~ truly administer the estate according to law.
11/.'/ ! t/
s. worn to or affirmed a nd subscribed { ~..')" (!il:NN/ /'::.-:C"lt'P;C ~
before me this Ath day of T rh:ll-l "" :--"""",.. ~
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No 21-'I('-3HS
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Estate of
LI LLll\:1 \':^Lf:Cr. :"ccsr.:n
, Deceased
DECREE OF PRODA TE AND GRANT OF LETTERS
AND NOW :.Iay 1 0 19~, In consideration of Ihe petlllon on
Ihe reverse side hereof, salisfactory proof having been presented before me,
IT IS DECREED that Ihe inslrumenl(s) dated ~:av 22. 19!J 4
described therfin be admiued 10 pro_bale and filed of record as the lasl will of
L1 L1an walker Feeser
and Letters Testamentarv
are herebygranled 10 J. Charles Peeser
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p.oger ~'. Horgenthal #17143
AlTORNEY (Sup. Ct. J.D. No.)
11 East 9iqh St.. Carlisle. ~A
ADDRESS 17()lJ
(717) 243-5513
PHONE
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WARNING: Ills IIIC!)nl to duplicate Ihis copy by pholostnl or phologrnph.
No
21-96-3115
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
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LAS1' \HLL AND '!'ES'I'AMlmT OF LII,LIAN \~. FlmSER
I, LILLIAN W. FEESER, of the Borough of Newville, Cumberland
county, Pennsylvania, declare this instrument to be my Last Will
and Testament, in manner and form following:
1. I hereby expressly revoke all wills and Codicils
heretofore made by me.
2. I direct my Executor to sell all of the property in my
estate and convert the same into cash; and after paying all of my
just debts and administration expenses therefrom, to pay and
distribute the funds remaining as follows:
A. One-Fourth thereof to my son, J. Charles
Feeser; and if he is not then living, to his wife,
Frances H. Feeser; and if she is not then living,
to his issue then living, per stirpes.
B. One-Fourth thereof to my son, Alton F.
Feeser; and if he is not then living, to his wife,
Frances N. Feeser; and if she is not then living,
to his issue then living, per stirpes.
c. One-Fourth thereof to my daughter, Fione F.
Hergenreder; and if she is not then living, to her
husband, Paul Hergenreder; and if he is not then
living, to her issue then living, per stirpes.
D. One-Fourth thereof to my daughter, Jannette
F. Tennant; but if she is not then living, to my
children, J. Charles Feeser, Alton F. Feeser and
Fione F. Hergenreder, as above provided, in equal shares.
3. I nominate and appoint my son, J. Charles Feeser, as
Executor of this my Last Will and Testament; and as substitute
Executor I nominate and appoint my son, Alton F. Feeser. I
further direct that my Executor shall not be required to file
bond or security in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
';;/:2..J day of Hay, 1984.
this
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~tt n~'rA~j}-
if ~o-.- to Ij~
L~llian W. Feeser
(SEAL)
\'lITNESS:
- 1 -
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COMMON\'IE1\L'l'1l OF PENNSYLV1\NI/\
SS.
COUN'l'Y OF CUr~BEHL/\ND
I, Lillian W. Feeser, Testatrix, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I sioned and
executed the instrument as my Last !'1ill; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and a~noWledged before me, by Lillian
W. Feeser, Testatrix, this 2~ - day of May, 1984.
cf~QA.. 14 i~' ~~-
Testatrix
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NOTAnv rUIlI.le
J/.r;ICI! E. IIr.l\TZLE\1.. crJu,le I'A
--land cnunlY '9'"
cum~:. . i" J.nu'rY 21. I .,
My CommIM10n ElP r
CO~~ONWEALTH OF PENNSYLV/\NIA
SS.
COUNTY OF CUMBERLAND
We, Tom H. Bietsch and Roger M. Morgenthal, the witnesses
whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we
were present and saw Testatrix, Lillian W. Feeser, sign and
execute the instrument as her Last Will; that she sioned will-
ingly and that she executed it as her free and voluntary act for
the purposes therein expressed: that each of us in the hearing
and sight of the Testatrix signed the \'Iill as witnesses: and
that to the best of our knowledge the Testatrix was at that time
18 or more years of age, o~ sound mind and under no constraint
or undue influence.
Sworn or affirmed to and subscribed to before me~
Bietsch and Roger M. Morgenthal, witnesses, this ~~--
May, 1984.
Torn H.
day of
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"Ii tness
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JANICE E. IIERTZU!\1.. NOTARY PUBLIC
Cumb"land CounlY CarUsle. fA
My Commlulon Elplres JonUlrY 21. 1981
- 2 -
CERTIFICATION OF NOTICE UNDER RULE 5.6 a
Name of Decedent: LILLI~N~. rEESER
Date of Death: January 27, 1996
21%-()39S
Admin. No.
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 (ollowing beneficiaries of the above-captioned estate on
!lay 15, 19%
Address
17065
17065
J. Charles Feeser, 700 Highland Ave., Mt. Holly springs, PA
Alton F. Feeser, 319 North \~alnut st., Mt. \1011y springs, FA
Name
-
Fione F. Hergenreder, 1716 \':cst Grove st., Arlington Heights, IL 60005
Jannette F. Tennant, 15 Cha;.:>el Hill Drive, GlenwoO:l, FL 32722
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
Date:
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Signature I
Name Roger H. ~lorgenthal, Esquire
FLO\~E~, !\ORGE!lTHAL, FLOWER
Address & LINDSAY
11 East High street
Carlisle. PA 17013
Telephone(71~ 243-5513
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. ,OR OATIS 0' DlATH Alhol 12131191 CHICK HIlI
I' A SPOUSAL 0
POVIRTT CUD IT 15 CLAIMIO " __
flU NUMIU
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COUNTY COOE
O(ClOlNl'S COM'UI( AODIIIlU
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AMOUN! .IClIvID lUIIHU.UClION~1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILi:D IN DUPLICATE
WITH REGISTER OF WILLS)
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03J'T
COMMONWfAlfH O. PfNNSYlVANIA
OlPAUMINf O. IfVfNU[
Of" 210601
HAUIUUIG, 'A 1712'~601
DICCDIN ':li h.t..'oll tu.:li . 'IUt, AND MIDOlllNlllAU
r- C c ~-C r<. L 11- t.-IA.;J
iO<:IAl neUe,ll NUMIU DAI( 0' DIAl"
YEAI
NUMBEQ
IN'
B,t In"
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{(t.' I..t
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-0<;"-0"75
03.
05.
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Total Numb.r of Saf. a.po,il Bou,
DAI( Of 'lIlT"
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II' ..,,,1(.1.'111 SUh'I...INC) ,,"ouU S N_' fUSI. '.Ul "NO "'0011 'N,II"11
o 2. Supplemlntal Rlturn
R.mainder R.lurn
('or dolll 0' d.olh prior 10 12.13.82)
f.dllal ESlal. Tax R.lurn R.quir.d
(E I. Original Relurn
o .c. Umit.d Ellate 0 .(0. Future Intll'lI Compromis.
('or dOli. 0' d.o,h ah.. 12.12.82)
~ 6. Dlced.nt Di.d Tlllate 0 7. D.c.dlnt Maintainld a Uving Trull
(A"och copy 0' Will) (Allach copy 0' Trulll
ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TO.
NAMl D I eOM'lUl MAllINO ADOIIIU ' I', J ..' or-
l\tJGCR (VI. MO(l.!;{/vThIH, C~O. II C. li/Gd f;T~1:1:: I
m[/HON' NUM'" f J^ I .., 0 I 3 - 3 0 I G
"Z.l{s-~-r/3 CA{l.LlfI.CI1 ,
.':.
....
1. R.ol Ellall (Sch.dul. A)
2. Slock. and 80nd. (Sch.dul. B)
3. Co..ly H.ld Slock/Ponn...hlp Inllllll (Sch.dul. q
I. Mangogll and NOli' Rec.ivabl. (Sch.dul. D)
5. Cash. Bonlc Olposill & Misclllaneous Personal Prop.rty
(5ch.dul. E)
6. Jainlly Own.d Prop.rty (Sch.dul. F)
7. Tran.'... (Schedul. G) (Sch.dul. l)
8. Total Gran Au,tl (total Una, 1-7}
9. Funaral bp.n.... Admini,trative COlIS, Miscellanlous
Exp.n... (Sch.dulo H)
1 D. O.bll. Mangogo Uobililill. U.n. (Schedul. I)
11. Ta'al D.duction. (10101 Unll 9 & 10)
12. N.I Value a' E.lolI (Un. 8 min.. Un. II)
13. Charitable and Gav.rnm.ntal B.qullts (Sch.dul. J)
14. Nil Value Sub,oct 10 To. (Un. 12 min..lin. 13)
15. SpoUlol Tran.'... ('or dalll 01 d.ath ah.. 6.30.91)
5.. lnatrvdionl far Af,plicabla P,rclntage on Ravena (15)
Sid.. (Indudo valulI ram Sch.dul. K or Sch.dul. M.)
16. Amounl a' Un. 1110.obl. a' 6% rOil (16)
(Includ. va lUll Irom Sch.dul. K or Sch.dulo M.)
17. Amount a' Un. 14 la.obl. 01 15% rail (17)
(Indud. valulI 'rom Sch.dul. K or Sch.dul. M.)
18. Prlncipollo. due (Add 10. 'ram Unll 15. 16 and 17.)
19. Cr.dits Spousal Poverty Cradit Prior Paym.nu Discount
(I)
( 21
(3)
(II {. 1'1.'11
( 5)
(61
( 7)
(91 G 3<.j.OS-
(101
,.)
(8 )
C 'J 'I <{I
(11) , 1').0 i-
(12) (La 'f )
(13) ('(.'1{)
(141
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x .06,.
x .15 .::I
(181
(19)
(20)
(211 !JVNC
(21,1.) NI.'Nc
(218)
Int.resl
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20. If Un. 19 i. 9reol" thon Un. 18. .nler the djFf.r.nce on Un. 20. Thia it Ih. OVERPAYMENT.
aD
Check here if y.ou are roque sting a rofund 0' your overpayment.
21. If Un. lB it gllollr than line 19. Inrlr 1hl diff.rence on lin. 21. Thil is th. TAX DUE.
A. Ent.r the Int.rll' on ,h. balanc. due on Un. 21 A.
B. Entor Ih. 10101 0' Un. 2t and 2tA an Un. 21B. Thil i. Iho BALANCE DUE.
Mak. Chock Payabl. '01 R.gil'" 01 Will.. Ag.n'
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0(
d.r p.nalties of perjury, I d.dar. that I have exomln.d this rlturn, including accompanying sctl.dules and "alements, and 10 the bell of my knowl.dg. and b.li.f,
s tru., correct and compl.te. I d.dar. Ihat all r.al .IIot. has blln r.paned 01 true market value. Declaration of pre parer other ,han ttlt penonal repr..lntativl is
lid on all informalion 01 which preparer has any knawledgl.
NA'UI( 0' !l1l1~ u,o IUl 0 I\INO UTUIIN ADOIIU OAU l I \
, "7oc' HI !.. /(011 A Au.,. >>.11. il '-{ 11 U(\ --,
J('~~"H,'L H ('",.../,'j/,. "It, D'''L/lf/91
.
Act #48 of 1994 provldel for the reduction of the lax ratal Impol.d on the net value of tranlferl to or for
the UI. of the IpOUI.. Th. ralel 01 pr.lcrlbed by the statute will be:
· 3% (.03) will be applicable far eltatel of decedentl dying on or after 711/94 and before 1/1/96
· 2% (.02) will b. applicable far eltatel of deced.nts dying on or after 111/96 and before 111/97
· 1% (.01) will b. applicable for eltatel of d.cedents dying on or after 111/97 and before 111/98
· Spoulal tranlferl occurring on or after 111/98 will b. .xempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS.
1. Did decadent make a transfer and:
a. retain the usa or incama of tha property transferred, .......................................................
b. retain tha right to designata who shall use the property transferred or its income, ...............
c. retain a reversionary interest; or ...................................................................................
d. recaive tha pramisa for fifa of eithar payments, benefits or carai .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfar property without receiving adequate cansideratiani If death occurred aftar
December 12, 1982, did decedent transfer properly within one year of death without receiving
adequate consideration'..........o....o............... .......... ............. ..... ,.... .......... .... ........ '0' .0'.0..0..
3. Old decedant own an 'in trust for' bank account at his or her deathi......................................
YES i NO
v
V
~/
J
./
J
Iv
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
tf\lUII f.. 11.11,
Pleal. Print or Type
NUMBEll
l/-QC-01Yr
~~
COMMONW'AUH 0' PfNNIYlVANIA
INHUIfANC! TAI'ITUaN
.'"DrN'DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRAnVE COSTS AND
MISCELLANEOUS EXPENSES
IN .
ITEM
NUM8ER
A. Funeral Expenlel'
8.
.4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
DESCRIPTION
I.
U"J'!'Hiv"I,,- t,-""I"vl} }",,,
: r I 'I
l..: I/i. "'7 t"II.,./l<' y'
I.
Admlnlltratlve Colli:
Personal Represenlotive Commiuions
Social SeClJrity Number 01 Personal Represenlolive:
Veor Commiuions paid
2.
AllorneyFees i-Invtr-} lfl.lo.-?~VI+t.~~ (-I,wtv- I- L.v.,1J(j
3.
Family Exemplien
Claimant
Add..u of Claimant at decedent's death
Slreet Addre..
Cily
ZIp Code
Relalianshlp
Slat.
Prabale Fees / +1 .
-( C,)
T'I r. /I,. ,,-hd'/
.l- fL, ,,- f Co'... I" (.,;,,,,
Mllcellaneoul Expenlu,
ikl! fe~J"ndJ fJ/lveV'h'flh) [",/Jen
C........htV"I"I'\,.l LM-J Ju...."I'I'.'1 A,'\Vevl-,'iI,:,) Lt.Hen.
(l. ~ 5 i J ~ y- cJ ~ {,Jt'11 J ( f 1'1, ''''7 r f. f", V' I.'
TOTAL (Also enter on line 9, Recapilulalien)
III more space II needed, inlert addltlonallheetl of lame II.e.)
AMOUNT
I \' O. -
]O~.-
]"z, .-
fl..o.r
~ 0,-
1)-, -
5 ~ J 'I. 0 S-
IIV.ISlP" ,un
.
CO_ONwUUH 0' flHNntyAHIA
IHHunANCI lAX ..TUIH
IISIDINt DKIDIHI
SCHEDULE J
BENEFICIARIES
ESTATE OF
FE € s-f:- (/../ L ILL 111 !Ii W.
FILE NUMBER
-2.1 - 'It - (; -g J'J-
ITEM
NUMBER
NAME AND AODRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Tallabl. aequosfl:
1. S. 0,,11" /0 Fu re V-
100 HI',I, t"Vlvf A-lJ~l1<.U:..
f'Vlt /4;;11'( f("''"''')5, /'l~ no ,,>'
2. Alft., p. FC."ft?V
)1'1 N. u.J(, Iv".. I- Sf.
MH. /-+..//'( It".,,,//; 1(1 IIo(s-
5 <""
Y't
j(J-y,
'1'1
~. r-iOIH. (. 1-1 "r?" '" ,l tI o-
n IG w G.,.., J~ Sr. lltl
fl ". I ,. l~) f-r&,. l.kifl,rJ, LL , 60 (J f- D"lA' /, H..-
l{, .J ,a"VH He. P. T.e VII? fl VII-
n- O, &of" I It: II Dr" v.t D""'s/,l-t-v Yy
G leVl<.,J""~1 r:L 11.f"2'L
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental BequellS:
1.
fJoNE
TOTAL CHARITABLE ANO GOVERNMENTAL BEQUESTS (Also enlOr on lin. 13. Re,opilulolionl
5;11"N2
(If more spac. is n..d.d. in,ert additionolsh.... of ,om. sin)
.
q tf- /3/
~
"'
4900 Ritter Road
Mechanlcsburg. PA 17055
717 796 0024
fax 717 796 0222
April 09, 1997
Register of Wills Office
Re: Estate of Daniel Hiltz
Account Number:JJA480B05P
collateral:1993 Lincoln
To Whom It may concern::
Enclosed is a claim against the Estate of Daniel Hiltz for $19411.44
Please acknowledge receipt of this claim via the enclosed postage-paid envelope.
If you need any further Information or if I can be of assistance. please contact me at
800-777-3369 extension 327.
Sincerely,
.if~ /tJo
Ford Motor Credit Company
CC:Estate.File
.~ . \ '\1
'/ \ ~. \ '\ K.lU \.
I(~'\.\\ 'J
.- -
- ~. .\
\ ry "ub1ic
Ho'O",L . .-;unh'
. \ 0......' f .~ ,- r- 1" ~ - " .;
. -".;n (Jit~.. ~ oj
.'1'
.,...'
~
4900 Riller Road
Mechanicsburg, PA 17055
717 796 0024
fax 717 796 0222
Creditor Claim Form
March 14, 1997
Re: ESlate of Daniel Hiltz
County of Hillsboro
Eduardo Gregorio, having been firsl duly sworn, deposes and says:
1. That the claimant, Ford Motor Credil Company, whose principal place of
business is at Michigan, City of Dearborn, County of Wayne, is a corporation
organized and existing according to lhe laws of lhe slale of PA, and transacting a
general financial lending business.
2, That affiant is the agenl of the corporalion and has personal knowledge of the
facls herein stated and makes this claim on behalf of the corporation.
3, That the estate of Daniel Hiltz, deceased, is jUSlly indebted to Ford Motor Credit
Company in the sum of nineteen thousand four hunderd eleven dollars and forty four
cents $19, 411.44 with interest thereon from 11/22/95 at the rate of 10,10 % per
annum, Such sum wilh interest is jUslly due and owing to Ford Motor Credit Company
from the estate of Daniel Hiltz, deceased, on a certain promissory note made,
executed, and delivered by decedenl in his lifetime, and was for value and before
maturity sOld,endorsed, transferred, and delivered 10 Ford Motor Credil Company,
which is now the Owner and holder thereof, See allached Retail Installmenl Conlract
for promissory note details,
4. That no payments have been made thereon which are nol credited on such
claim and thatlhere are no offsets or counterclaims against it to the knowledge of
claimant or affiant
5. ThaI claim amount is balance and is Subject to proceeds from resale of
collaleral. Ford MOlor Credil Company reserves right 10 file amended claim after
resale of collateral.
Customer Services Representative
State of Michigan
County of Wayne
The foregoing claim Sworn to and subscribed before me this 'I J'hday of lhe month of
!It ~" , 1997.
Notary Public
My commission expires:
.
~ u.
."..
II o",.'!~b'~/.'
, ; ",. ~. .
I
'r r~ub'!c
. ,)lm~v
t." -. '\ ,
I, ,.r'
'1('lr," .:.
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
C--
i*
BUREAU OF INDIVIDUAL TAXES
IHlllRIUHC[ TAK DIVISIOH
DlP'. 1110601
ItARR15BURC, PA 11118-0.01
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR OISALLOWAHCE
OF DEDUCTIONS AND ASSESSHEHT OF TAX
11..1"'"'''111.'''
ROGER H HORGENTHAl ESQ
II E HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
07-l1-97
FEESER
01-27-96
21 96-0385
CUH8ERlAND
101
lILLIAN
W
Anount Renitted
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WIllS
CUHBERlAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v:is4'-Ex-iiFi>--fo:f:9:fl-NOi'-icE--cin-NHEiiiiANCn'-AX-jippRA-isEilENT-,--iiLDjwANcE-iiR"mm-m--m--
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF FEESER LILLIAN W FILE NO. 21 96-0385 ACN 101 DATE 07-21-97
TAX RETURN WAS: I X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Est.t. (Schadul. AJ (1)
2. Stocks and Bonds (Schedule OJ (2)
3. Closely Hald stock/Partnership Intara.t (Schedule C) (3)
4. Horta.gas/Nota. Raceivabl. (Schadul. OJ (4)
5. Cash/Sank Oaposlts/Hlsc. Parlonal Property (Schedule EJ 151
6. Jointly Owned Property (Schadul. FJ (6)
7. Transfars (Schedul. C) (7)
8. Total Allat.
.00
.00
.00
.00
634.41
.00
.00
(8)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax pay"ant.
634.41
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Fune~al Expenses/Ada. Costs/Hisc. Expanses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Lians CSchedule I) 110)
11. Tot.l D.ductlon.
12. N.t Value of rax R.tu~n
13. Ch.ritabl./GoYe~naental Beque.t. ISchedule J)
14. Net Velu. of Est.te Subject to rex
639.05
.00
(11)
(12)
(13)
(14)
6~q n~
4.64-
.00
4.64-
will
If an assassment was issuad praviously, linas 14, 15 and'or 16, 17 and 18
reflact fi9ures that include the total of ALL returns assessed to data.
ASSESSHENT OF TAX:
15. Aaount of Line 14 at Spousal ~.t. (15)
16. A.ount of Line 14 taxable at Lin..l/Clasl A rat. (16)
17. A.ount of Lin. 14 taxable at Col1.t.~.I/Cl..s 8 ~.t. (17)
18. Principal rax Du.
NOTE:
.00 X .00=
.00 X .06=
.00 X .15=
(18)
.00
.00
.00
.00
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT C.)
INTEREST/PEN PAID (-)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIOH OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
;: .
AESEAVATION: Eltatl' of d.c.d.ntl dying on or b.for. D.cI.b.r IZ, 1'8Z -- If any future Int.rl.t In the ..tat. I. tran,'.rr.d
In po.....lon or .nJoy..nt to Cia.. B (collat.rall b.n.'lclarll. of the dlc.d.nt a,t.r the 'MPlratlon 0' any ..tat. for
11', or for y.ar., thl Coe.onwlalth h.reby 'Mpr...lY re..rvI. Ihe right to appral.. and a..... tran.fer Inh.rltanc. Tax..
at thl law'ul Cia.' B (collatlrall rat. on any .uch 'utur. Inl.r..t.
PURPOSE OF
NOTICE I
To ful,111 thl r.qulr..ent. 0' Slctlon ZI~O 0' the Inherltancl and [.tate Tax Act, Act ZI of 1995. (72 P.S.
Slctlon 'lito),
PAVtE.HTI
Detach thl top portion 0' thl. Notice and .ubelt with your pay.lnt to the Rlgl.tlr 0' Will. prlnled on thl rever'l .Ide.
--H.ke check or lon.y order payabl. to: REGISTER OF MILLS, AGENT
REFUND (CA):
A r.fund 0' Ita. cr.dlt, which wa. not r.qul.tld on the Ta. Aeturn, lay bl r,qul.tld by cOIPI.tlng an wAppllcatlon
'or R.,und of P.nn,Ylvanla Inh.rltancl and E.tatl Taxw (REY-1313). Application. are avallabl. at the O'flc.
a' the Rlgl.t.r 0' will., any 0' the 23 RIVlnu. DI.trlct O"lce., or by calling thl .p.clal Zit-hour
an.w.rlng 'Irvlc. ~ber. 'or far.. ord.rlng: In Plnn.ylvanla 1-800-36Z-Z0S0. out. Ide Plnn.ylvanla and
within local Harrisburg araa (711) 7B7-8D9lt, TOD' (111) nz-usz W.....ng Ilpalr.d Only).
OBJECTIONS:
Any party In Intlr..t not .atl.fl.d with thl appral...ent, allowanc' or dlla110ManCI of dlductlon., or a"I,.I.nt
of ta. (Including dl.count or Intlrl.t) I' shOMn on thl. Notlcl lU.t ObJlct within .I.ty (60) daYI of rec.lpt of
this Notice bYI
.-wrlttln prot..t to the PA Depart.lnt of Rlvlnue, Board of App.al., Dept. Z810ZI, Harrl.burg, PA
--el.ctlon to havI thl .att.r det.r.lnld at audit of the account of thl per.onal repr...ntatlvl,
--app.al to thl Orphan.' Court.
17128-1021,
OR
OR
ADHIN
ISTRATlVE
CORRECTIONS:
Factual Irror. dl.cov.r.d on this a"",lent .hould bl addre..ed In Mrltlng to: PA O.partlent of R.v.nue,
Bur.au of Individual Ta..., ATTN: Po.t A.......nt Review Unit, nept. Z80601. Harrllburg, PA 171Z8-0601
Phone (717) 181-6505. 5.. page S 0' the booklet "In.tructlon. for Inh.rltance Tax Aeturn for a R..ldent
O.c.dlnt" (REY-lSOl' for an Ixplanatlon of adelnl.tratlvlly corr.ctable error..
DISCCMlTI
If any tax due I. paid within three (3) cal.ndar .onth. aftlr the dlced.nt'. d.ath, a flv. p.rc.nt (S~) dl.count of
the tax plld I. allow.d.
P[NAL TV:
The 15~ ta. a~a.ty non-participation penalty I. co.putad on the total of the tax end Int.re.t ...e...d, and not
paid b.fore January 18, 1996, thl flr.t day a,t.r thl end of thl tax .en..ty p.rlod. Thl_ non-participation
p.nalty I_ appealabl. In the .a.e .anner and In the the .a.. tl.. p.rlod .. you would appeal thl tax and Int.r..t
that ha. b.en a..e...d a. Indlcat.d on thl. notlc..
INTEREST:
Int.rl.t I. charg.d b.glnnlng with flr.t day of dlllnqu.ncy, or nlnl (9) .onth' and on. (1) day fro. the dati of
d.ath, to the data of paveent. Tax.' which beca.. d.llnquent b.for. January I, 198Z b.ar Int.r..t at the r.te of
.Ix (6~) p.rcent plr ennue calculat.d at a dailY rat. 0' .00016~. All taxe. which b.c,., delInquent on and aft.r
January I. 198Z will b.ar Int.r..t at . rat. which will vary fro. cal.ndar y.ar to cal.ndar y.ar with that rat.
announc.d by the PA D.part..nt of R.v~', 'h. appllcabl. Int.r..t rat.. 'or 198Z through 1997 .r.:
'!!!! Inter..t Rat. Dally Inter.st Factor !!.!! Inte,..t Rat. Dally Inter..t Factor
1982 2n .Oao5~8 1981 .~ .OOOZIt1
1983 In .DOO~38 1988-1991 It:( .000301
198~ 11~ .000301 199Z .~ .000llt7
1985 13~ .00nS6 1993-1991t n .OOOI9Z
1986 lD~ .000Z7~ 1995-1997 .~ .000247
ulnter..t Is calculat.d .. followl:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
.-Any Notlc. I.,uld a,t.r the tax b.coe.. d.llnqu.nt will refl.ct an Intere.t calculation to flft..n (15) day.
b.yond thl dati 0' the ........nt. I' pav..nt I. .ad. afl.r the Int.r..t cOlputatlon date .hown on the
Hotlc., additional lnt.r..t .u.t b. calcul.t.d.
,'/
l
STATUS REPORT UNDER RULE 6.12
Name of Decedent: LILLIAN FEESER
Date of Death: i I -:1.1 )q 1
I '
No. 1996-00385
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 _ 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 2QL No
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? JQL Yes _ No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of Orphan's Court and
may be attached to this report.
III /1 /9 '1
;7>)/1 /l? li/ (L 1---
signature I
FISHMAN & MORGENTHAL
Name (please type or print) Roger M. Morgenthal. I:sqUlre. #17143
95 Alexander Sorino Road. Suite 3.
Address
Carlisle. PA 17013
City. State. Lip
(717) 249.6333
Telephone Number
Capacity: _ Personal Representative
...L Counsel lor Personal Representative