HomeMy WebLinkAbout96-00401
PETITION FOH PltoBATE 1I1\d (;I{ANT OF LETTEI{S
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blll/.' of _~Iary C. lleislm.1II
al.\O kllllU'" a.\ ._ __ ,N/A
No.
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Rc~i'lcr III \\,ill, I'm Ihc
l'IlIlIllY Ill' Cwnl)(!['lilllC,L_ ill Ihc
C'ollll1lo11\\calth of Pcnn\ylvill1ia
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SOl'wl S"<'IIri/,I' So. __lB2-01:-:2020
The pel it ion of Ihe tIlHlc.'l...il!lIl:d n:"pl'l.'lfully 1\.'111\....\.'111... that:
Your pClitioncr(\), who j..,:<rtJ..' IN Yl'O.U, of a);!.l' or oldl'r an the l'-'Cl.'ut.ri.x.-_~_..________._._ lIumed
inlhc ""I will of Ihc ahlll<' dc,.'dcnl, dalrd _ ____ }\ugus_t:_24,_______________, 1')3L
and ""didl(,) dalrd._ N/A -----------------
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Ik.:cml"11I ,'a' dlllltio:ikd a\ dcalh ill _____._<;:wnl:>gI'1allft------.--- COIIIIIl', I'clIII'yl\'allia. willt
11_(,)_['___ 1'''1 falltily or I'rilldpal ,",idcn.:c al ___~2~LWOs_Ll'rindle...Road,-.Mccha.ni.csburg..
pe!)JlEy_tv_@.i'-'_J)0_5_5,_(~lonI'QC.!._'I'q.oiJ)ship)___ -----
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al .O/'H~f-ll(ic _Ht5J'_ft1. - '
Except i.I!-l fu\IO\\\. dcccdl'llt did IIlllll1any. Wi.I\ 1I0t di\'orcl'u amllHd 110t han~ a ,,:hild born or adopted
aner execution of the \\ill offered for pwhale; \\'i.Pi 1I0t the \'klim or a killing ami wa\ never udjuuicalcd
incompetent: ~_~I"!Q__~___.________
Dcccndclll ullh:ath oWlh.'d prOpl'rty wilh c\limalco \'alue, a\ follo\\'\:
(If dlllltidkd ill I'a.) All pC"'lIlal proPCrly'
(I f Itlll domiciled in Pa.) PI.'I"\omll property in Pcnm,yl\'ania
(If 1101 dllllli.:ikd ill l'a.1 I','"ollal propCrlY ill COllllly
Value of real C...lall' ill Pcnn...yl\allia
,iluated ..\ I"ollm\'\: J~2!!~~~._.___.__n__________.____
S 10,000.00
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\\'HEREFORE. pClilioner") rc,pcclfnlly "'1nc,I(,' Iltc !,whalc of Iltc la,1 will and codidl(,)
p""nlrd hc,"wilh and Ih., granlof I.:IIC"_,_. 'Testamenta_J:Y...
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OATil OF PlmSONAL REPRESENTATIVE
COMMONWEAI.TH OF PENl':S\'I.V ANIA I H<l
COUNT\' OF __c;n1l3~.J\ND_. f'
The pClitim:l'rf...' abn\C'-nalllcd \\\l'arb) ;:It allirm(...) that the ",latcll1cnts in Ihe foregoing pClilion arc
truc ami ~uln:\:11O the 1'1:..1 nl Ih\.' klh\\\ll'U~C ami hclicf uf pClilioncr(,) ilnd that a' Jler...onal rcprc\cn-
lali\c(...) of Illl' allll\l' dl'(cdclH pCIIJiollcr(...) \\ill \\cll ami truly admini...tcr thl' c,t:HC a~cording to law.
S\\mn l\l ," alli."tlCd and ,,,bwrll'cd I .....--_..--~--.. _-n-~._-.ttJ-
11CI"jC mc Ihi, ..-~1, th _. _ <.la. 01 ________ _P<1tsYJ\-,--~1<:Jg['e
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No. 21-96- 401
Estate of
March C. Heishman
, Deceased
DECREE 01-' PROBATE AND GRANT OF LETTERS
AND NOW ~lay 16th 19~, in consideralion of the pelition on
the reverse side hereof, salisfaclory proof having been presented before me,
IT IS DECREED that Ihe instrumenl(s) dated Auqust 24 , 1994
described therein be admillcd 10 probate and filed of record as Ihe last will of
Mary C. Heistunun
and Lellers Testamentarv
arc hereby granted 10 Patsy Ann Moore
., . ly I/~)
f' ~ ~ ./VY/.o././v AJi
R<~i, or of Wilt. " Mary C. Lewis'
FEES
Probate, Lellers, Etc. ......... $ 40.00
Short Certificales( 2) .......... $ 6.00
Renuncialion ................ $
x-Pages (3) $ 9.00
JCP TOTAL _ $ 5.00
Filed ., M<!Y. .16th .1.~~~......... 60..00..
.::R t' \) f? .' -\. IZ> .~\ {'l ( ~ ~,~'t,
ATTORNEY (Sup. CI. 1.0. No.)
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ADDRESS (/UI :"
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COMMONWEALTH OF PENNSYlVANIA. DEPARTI.tENf OF tlEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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- 01
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1996
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929 West Trfndle Road
Mechanfcsbur9. Pa 17055
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LAST WILL AND TESTAMENT
OF
MARY C. HEISHMAN
I, MARY C. HEISHMAN, of Monroe Township, cumberland county,
pennsylvania, declare this to be my Last Will, hereby revoking
all prior wills and codicils.
FUNERAL EXPENSES
FIRST:
including my
death.
I direct the payment of my funeral expenses,
gravemarker, as soon as may be convenient after my
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of administration of my estate.
PERSONAL PROPERTY
THIRD: I bequeath those items of my household furnishings,
personal effects, and personal property as I may set forth in a
separate signed memorandum to the persons named in that
memorandum.
DISTRIBUTION OF RESIDUE
FOURTH: I devise and bequeath the rest of my estate to as
follows:
A. sixty (60%) percent to my daughter, patsy Ann
Moore, or her issue, per stirpes;
B. Forty (40%) percent to my son, Marlin L. Heishman,
or his issue, per stirpes.
PROTECTION OF BENEFICIARIES
(spendthrift provision)
FIFTH: No interest in income or principal shall be
assignable by a beneficiary or available to anyone having a claim
against a beneficiary before actual payment to the beneficiary.
initials
MINORS AND INCAPACITATED BENEFICIARIES
SIXTH: If any income or principal shall be payable to any
person who shall be a minor or who shall be incapacitated for any
reason, my executor as trustee shall hold such income and
principal during minority or incapacity and shall be entitled to
apply such income and principal to the health, maintenance,
support and education of such person during minority or
incapacity without the appointment of any guardian or committee
or any authority of court. My executor as trustee shall be
entitled to make direct application hereunder or to make
application by payment of income and principal to the parent or
other person in charge of such minor or incapacitated person, or
to his or her guardian or to a custodian under the Uniform
Transfers to Minors Act. Any remaining income and principal to
which such person shall be entitled shall be distributed to such
person upon the termination of minority or incapacity. My
executor as trustee shall have the same powers as my executor and
shall serve without bond.
POWERS OF EXECUTOR/RIX
SEVENTH: I confer upon my executor the right to sell or
otherwise convert any real or personal property at public or
private sale, at such time or times, in such manner, and for such
price or prices, and upon such terms and conditions as my
executor shall determine, and to execute and deliver good and
sufficient conveyances, assignments and transfers thereof,
without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by
mortgage of real or personal property, pledge of investments or
otherwise, without liability on the part of the lenders to see to
the application thereof; to retain any investments at discretion;
to invest and reinvest at discretion, without restriction to so-
called "legal investments;" to make distribution in cash or in
kind; and to do all other acts and things necessary or
appropriate in the management, administration and distribution of
my estate.
APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS
EIGHTH: I appoint my executor as guardian of the estates of
minors with power to hold all property payable by law to a
guardian appointed by my will and to use it for the minor's
health, maintenance, support and education, either directly or by
payment to any person selected by my executor to disburse it
whose receipt shall be a complete acquittance. Guardian may, in
discharge of all the guardian's duties, pay any minor's share
deemed impractical of administration to the parent or other
person in charge of the minor or to his or her guardian or to a
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fOA DAlIS Of DIAlIt AnlA 12/31/91 CHICK HIAI
If A SPOUSAL
POYIAIY CAIOIIIS ClAIMID I
fill NUMBEA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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1H2-01-2020 ~/5/96 1/2~/17
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rxJ 1. Original Re!lurn I I 2. Suppll!menlol Relurn
[1 A. limiled EUole! I .J Aa Fulure Inleunl COlnpromi,,,
lIar dole' of dealh alter 12.12.021
lXl b. Docedent Died Tellale r I 7. Decedenl Maintained 0 living fru,t
IAllach copy of Will) IAuoch copy 01 Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
15. Spou,ol Tro",'e" (for dolO' of deolh aher 6.30.94)
See In,'rutlion, for Applicable Percenlage an Reverso (15)
Side. Ilnclude value, Irom Schedule K or Schedulo M.)
16. Amounl of lino I A to .liable 01 6% rate
(Indudo value, from Schedulo K or Schedulo M.)
17. Amount 01 line 1A loxablo at 15% rolo
(Include value, from Schedule K or Schedule M.)
19. Principoltax due (Add 10.11 from line, 15, 16 and 17.)
19. Cre!dih Spoulal Poverty Credil Prior Payment' Dilcount
+ 2/.9_15 .-.7_3+~8!J .~6_
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I. Real [,tuto ISthodule AI
2. Sloc~' and Bondi (Schedule BI
3, Clolely Held Stoc:~/Parlnershjp Inlorelt ISc:hedule C)
A. Morlgage' and Nolo, Receivable (Schedule 01
5. Ca,h, Bank Depo,it' & Miscellaneou, Personal Properly
(5ch.dol. E)
6. Jointly Ownerf Property (Schedule F)
7. T,o..I." (5. '.,1. G)15ch.dol. II
8. Tolol Gron Anel' (Iotalline, 1.7)
9. Fu""ral Expen,es. Administralive Co,I'. Miscellaneou,
Expense, (Schedule H)
10. DeblS. Mortgoge liabilities. lien, (Schedule II
11. Tolol Dedudion, (10101 line, 9 & 10)
12. Net Voluo of E'lole (line 0 minus lino 11)
13. Charitable and Governmental BequollS ISchodule JI
IA. Net Valuo Subject 10 Tax (line 12 minus line 13)
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IJ 3. R.ma;.d., R.,.,.
(lor dote, 01 deoth prior 10 12.13.021
n S. Federol Eslale Tox. Relurn Required
0- O. Tolol Number 01 Sole Depo,it 80.118'
(()MPlltIMAilTtl{, A(J(JN( ~\
----.--.. 36 South Hanover Street
Carlisle, PA 17013
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(II 0.00
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131 0.00
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(61 . __.3,.'15.2.'-5_0
(7) 0.00
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(lB)
6,204.69
Inleroll
20. Illine 19 is grealer than Line 18. onler the differllnce on Line 20. This is the OVERPAYMENT.
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Chick her. If you or. rlque,tlng a r.fund of your overpayment.
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(21RI
21. If line 18 i, groalor thon line 19, onler tho differonco on lino 21. ltli, ilthe TAX DUE.
A. Enler lh" inll'lo,1 on lhe balanco duo on line 21A.
B. Enlnr tho 10101 of Line 21 and 21A on linn 218. Thi' i, tho BALANCE DUE.
Make C~.ck Payable to: Reght.r 0' Willi, Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penoltio\ 01 perjury. I declare that I hav" "",amiMd Ihi, f~lurn. including occompanying uhodulc\ and ,Inl...menh. and to the be't 01 my Sr.nowledgro and beliel,
it i, true. cotrel! and (omploln, I declnro Ihul 011 ,cal "Ilole hm hoon reporlod allruo mOll('1 volur.. Oedololion of prrpa,or other Ihon Iho p(!rsonal repre,ontotive i,
bau',j on 011 inlo,malion of whith prepol"r hen ony Sr.nowlodge
~i~"~~q~':::;:i'~:::"---;J.i::\~._'r.~-in~_le.~.Ru-.-,-- ~lec;_a~i~~.bU_~~~"~~_-~~ 7~~:~ '~_~f/b-
-.-d-[tAJ"':\./ / '1-(" l 36 S. Hanover St. , Carlisle, PA 17013 " jU.IIL_
Act #48 011994 providos lor Iho roductlon of tho tax ratos Imposod on tho not valuo of translors to or for
tho use of tho spouse. The ratos os proscribod by the statuto will bo:
. 3% (.03) will bo applicablo for ostatos of docodonts dying on or alter 7/1194 and boforo 111196
. 2% (.02) will bo opplicable lor estatos of docodonts dying on or aftor 111196 and boloro 1/1197
. 1% (.01) will bo applicoblo for ostatos of docodonts dying on or oltor 111197 and boforo 1/1198
. Spousal translors occurring on or altor 1/1198 will bo oxompt from Inhoritanco tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (1") IN THE APPROPRIATE BLOCKS.
YES JiCL
1. Did dor.odent mako a transler and:
a. reloin the use or income 01 the praporty Ironslerred, ....................................................... X
b. retain tho righllo dosignale who shall uso tho praporly translorrod or its incomo, ............... X
c. relain a rovorsionary inlerosl; or ................................................................................... X
2. II death accurrod on or beloro Docombor 12, 1982, did decedent within two yeors preceding
doolh Iransler properly wilhoul receiving odoquale considerolion~ II doath occurrod allor
December 12, 1982, did decedent Iransler proporty within ono year 01 doath without receiving
adoquole consideralion~................ .............................................................................. .....
X
3. Did decodent own an 'in Irusllor' bank account 01 his or hor deoth~......................................
IF TH~ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
. .. ....~
MINORS ~ND INC~P~CIT~TED nENEFICI~RIES
SIXTH: If any income or pl"incipaI shall be payable to any
person who shall be a minor or who shall be incapacitated for any
reason, my executor as trustee shall hold such income and
principal during minol"ity ot. incapacity and nhilll be entitled to
apply such income and principal to the health, maintenance,
support and education of such person during minority or
incapacity without the appointment of any guardian or committee
or any authority of court. My executor as trustee shall be
entitled to make direct application hereunder or to make
application by payment of income and principal to the parent or
other person in charge of such minor or incapacitated pernon, or
to his or her guardian or to a custodian under the Uniform
Transfers to Minors Act. Any remaining income and principal to
which such person shall be entitled shall be distributed to such
person upon the termination of minority or incapacity. My
executor as trustee shall have the same powers as my executor and
shall serve without bond.
POWERS OF EXECUTOR/RIX
SEVENTH: 1 confer upon my executor the right to sell or
otherwise convert any real or personal property at public or
private sale, at such time or times, in nuch manner, and for such
price or priceD, and upon Duch terms and conditions as my
executor shall determine, and to execute and deliver good and
sufficient conveyances, assignments and transfers thereof,
without liability of any purchaser [or the application o[ any
consideration; to borrow money and to secure its payment by
mortgage of real or personal property, pledge of investments or
otherwine, without liability on the part of the lendern to see to
the application thcreof; to retain any inve!;tmentr: i1t dir:cretion;
to invest and reinvest at discretion, without restriction to 00-
called "legal investments;" to make distribution in caoh or in
kind; and to do all other acts and things necessary or
appropriate in the management, administration and distribution of
my estate.
APPOINTMENT OF GUARDI~N OF ESTATES OF MINORS
EIGHTH: I appoint my executor as guardian of the estates of
minors with power to hold all property payable by law to a
guardian appointed by my will and to use it for the minor's
health, maintenance, support and education, either directly or by
payment to any person selected by my executor to disburse it
whose receipt shall be a complete acquittance. Guardian may, in
discharge of all the guardian'S duties, pay any minor's share
deemed impractical of administration to the parent or other
person in charge of the minor or to his or her guardian or to a
.' ,
initial!:
. JUL -:30"96 TUE 11: ilB
//
OEPF IllIIllClO
FOX lla. 'fI'/!)'/52U50
P. 02
..
FINANCIAi:
~'pVISOHS
^nllulCiIIl F.)lllwtoS f111:1I1c1al Allvllior. llle
IUS Llln hlMlUllltC CIIIIIII:IIIV .
J;UllIlK S. Pccl\hulll. CLU. Cllfe
i't;IWI'.tl rlll.)'lc~,1 i\dvlwr
!;",M::'OU
:1!;Ctl '1.,',,1..101 ~~!lltlll
CJtllf.ll hll PI'II11~,,:\'.lI,1;I I ml'
IltJ..I/l7)!J/!,IUII
1111)1)) I:J:l4(J~1
I I,ll (! ,,'\ '1I~1;!l.\~.r1
July 30. 1996
Robert R. Dlack
Landis Dlack & Schorpp
36 South Hnnover Slreet
Curlisle, PA 17013
!te: Eslate of Mary C. Heishman
Dear Mr. IIlack:
The following is the Recount informution you rcquesled for MtII)' C. lleis\llllun. She had one
lixed annuity ilnd three llIutual fnnd accounts in single ownership. Her son, Marlin L.
llcishlllnn. uno her duughter, Pnlsy A. Moore were equal bellcliciaries ull all the RCcoulltS.
Fixed Retirement Annuity Aecounlll0930 0409 1\466
IDS Ilono Funo Account 11001125800952
lOS Cash Managemcnt FUlld Account 110011 35800952
IDS Selective Fund
Account /10010 5580 0952
If you need further inlonllation, please cnll me.
Sinccrely.
j /i' I
'/ .
~.. .c, "'L,,' ..j j..:.:;. L(-iL...",
~i1111CS S. Peckham, CLU, ChI:C
(~!))
Value us of 5/5/96 $39,157.62
Vuluc as of 5/3/96 $34.'129.76
Valuc liS of 5/6/96 $34,525.09
Value as of 5/3/96 $ 2.'100.88
Value as of 5/6/96 $ 2,401.83
Value as of 5/3/96 $29,431.39
Vuluc as of 5/6/96 $29,508.09
,
U"'I\O.II'I'''I
1I~:k\'~(\
...../I!v;.
(OMMOUW(A\ltt 01 P(tlHSYlVAHlA
INtIlRIfAUCl tA);, 11l1URU
lIumw' 01(10.,11__.._, __ _ u_..
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
.. . PIllme l'rinl.orTypo
r ll'fNITMllt! R
ESTATE OF
lIuislulk1n, Hi!EY. C.
!AlI,UOP..IV l~lntl....:.o_~~~. ~~~_~~~t!~~~~~~~I~~~~. clhcl~~41~~~Sch._~~!.~J____ ___ ___
21-%-0401
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT
DATE OF DEATH
IDS I.He Insurance Company -
account no. 0930-0409-4466.
Schedule n.
fixed retirement annuity
See letter attached to
39,157.62
2.
Pioneer Life Insurance Corrqk1ny of Illinois - medical claim
payment.
132.72
3.
All-State Insurance Canpany - autanobile insurance refund.
30.20
4.
Pioneer Life Insurance Contpany of Illinois - refund of
prcrnilU11.
1,143.47
5.
1990 Lincoln Sedan, appraised value. See attached
appraisal.
9,500.00
TOTAL (AI.o cnler on line 5, Recapitulation) S __._12,Jl64 .01
IAIIOlh Utldilionul 8\'," )C 11" ,hoeh if more 'puct! i, nt'oilrld.1
11..110911. II' 'Ii
~~j-
COMMONW[AlHt or '(NN~YlVANIA
INIi[RIfANC( lAX UIURN
JlUIO[NI O[C[o[m
ESTATE OF
lIeisllllkln, Mary C.
Joint t.nont(.):
A.
NAME
Patsy A. Moore
B.
C.
Joinlly..owned proporly:
SCHEDULE F
JOINTLY-OWNED PROPERTY
l~lE NUMIlER-
21-96-0401
.---.------~---..-_. .__~_____.. ...~_. _.__ __._.._.__m__.~~_ _._______._______
(If more space is needed inserl additional sheels o( some size)
RELATIONSHIP TO DECEDENT
Daughter:
ITEM LEnER DATE
NUMBER FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
JOINT OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 5/10/94 Checking account #5080021209, '1,819.17 50".-) 2,409.58
PNC Bank, N.A. See attached
letter.
2. A 5/10/94 Savings account #5080023044, 2,085.8'1 50'1, 1,042.92
PNC Bank, N.A. See attached
letter.
I
TOTAL (Also enter on Iino 6, Rocapitulation) S 3,452,'50
ADDRESS
929 \~. 'l'rindle !loild
Mechanic~:burg, PA .17055
U'o'I\II II. t' ~~I
I~.A~
.,..i&~~
(OMMOtIWI Altll 01 r1tm:'~I',^,lI^
IWtllllTMlf! 1M Jrl IlIllU
A,',IUllllfllf"llll,.l
SCHEDULE H
FUNERAL EXPENSES.
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
[5-r)I1CO(---.--- - -., - .-
1I(,j:;IIII~IIt. ~l;ILY C.
PluCJ\u Print or TYIIt.'
]1'ILl fJUMIILR -. ---------
i. 21-%-lJ~(Jl _ ...__
AMOUNT
ITEM
NUMBER
________ _ ~ __~_.____._________.4____"_._
--' ._----------~--_._------- _._----.--_._._--~ - ----------.-.--....
DESCRIPTION
A.
I.
2.
B.
I.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
O.
FUllem! expenses:
~'y"n; l"llller.ll 1I01lle, ]ltc. - [lllll,ral bIll
C.ll'\ I'llc ~1<.~IKJrial - eltgravIltlj
Administrative Cosh:
Penonol f~cJlfc~Qnlolivc Comrniuiom
Social Securily Numuer of Perlonol Repre'enlolive: --'
Yeor Commis~iolu paid __._
Atlorncy Fees
L.lltdi.:;, IHack II !icItOI1>P
Fomily Exemplion
Claimanl . ..l~::,t!;.Y_ ,'\~~l__~l09IY._ __. RcI,,';on,hip _D;!\I9Ittl'r_ - --- --
Addrc~~ of Cluimanl ul decedent's dcalh
Slreel Addre"
929 l~eBt 'l'rinc1le Road
Cily __J:IQ.clt:1!1~s:~1>.1l.r9_____Sla'e J'b...- Zip Code_17Q.~L__
Prouale Fcc,
M advilltced by r.'lIldiB, Black II SCItOll'P
Hescrve for closing
Miscellaneous Expenses:
Patsy A. ~loOre, reimburse for C:1r repairs
-----.-----.-----.-----
---.-. --.-.---"-.-.---------
TOTAL ('\1'0 cnler on linc 9, Recapilulalion)
(If more 'I,ace i, needed. in,ert odditional ,heel' of ,ome sile.)
!J,!l3!l.30
150.00
!J,7%.00
3,500.00
191.04
2!J0.00
525.00
Is
I
16,249.3'1
1l""""_11.IIj ~. ~.V
"i.t'.:bs'l'
......tl.~
(OMMOItWIAIIIIOI ,,1lI1~llVAII1"
1I111IlIIAU(lIA..IIIII,.
1l~IUIUI OlUOllt1
SCHEDULE I
OEmS OF DECEDENT,
MORTGAGE L1ABLlTlES AND LIENS
..._ ,,~luas.~~.~)rin!_o!..!)tJ:'~.
IfiLn~iiMii[11 21-96-0401
. .u. .. ..._-_~_" ...---.. -,.. .. .' .-..- . -' ..-.. .. -. .
__.._~_.___._ ._...._____.._ ....____...u
ESTATE OF
Heishman. ~t1!:V C.
ITEM
NUMUtR
Ot5CRII'II0N
AMOUNT
20.44
I.
'rhe I\.Z. Hit7.lIIan i\nsoc.. Inc.
83.60
,
2.
Harrisburg Hospital, unrein~)Ur5ed medical expense.
TOTAL (Aho on'or on line 10, R.,opilulolion)
(/I mor~ spoce is needed, insert additional dlOQIs or SOniC size.}
$ 104.04
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
bUREAU OF INDIVIDUAL TAXES
1h:4I:RUAHC[ TAX DIYISION
D[PT. 180601
IIARRISIIURC. PI 1111" obal
NOTICE OF INHERITANCE TAX
APP~AI5EHENT, ALLOWANCE OR DISALLOWANCE
OF OEOUCTION5 ANO ASSE55HENT OF TAX
,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-30-96
LACKEY
04-17-96
21 96-0396
CUMBERLAND
101
,,/"
ROBERT R BLACK ESQ
36 S HANOVER ST
CARLISLE PA 17013
l~- -
Altount R.nit ted
*
",."" 1'1" III.'..
RUSSELL
K
~
MAKE 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 ~
--~----*-----------------------------------------------------------.--------------------------------------------
REV-1Sf.' EX ^r-P (12"'9~) NOTI:~ O~ !Nf~E~!':'.A.~:::~ TAr. ^~!"r-!.~!~EM~~!T r :':'~!)~:.".~~CE QR
DISALLOWANCE OF DEDUCTIONS A~D ASSESSMENT OF TAX
ESTATE OF LACKEY RUSSELL K FILE NO. 21 ~6-0396 ACN 101 DATE 12-30-96
I
TAX RETURN WAS: I X I ACCEPTED A FILED 1 CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE R ERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL/RETURN
1. R..I Est.t. (Schedule AI /
2. Stocks and Bonds (Schedule OJ f
3. Closely Hald stock/P.~tn.rshlp lnt.rest (Sc adul. C)
4. Horta.gaC/Not.. Receivable (Schedul. OJ
S. C..h/B~ Deposits/Hisc. Personal Proper*y (Schedule E)
6. JoIntly otn.d P,op.dy 15oh.duh Fl ;'
,
7. Transfers (Schedule G) I
&. Total Asset.
/
APPROVED DEDUCTIONS AND EXEHPTIONSr'
9. fune..al Exp.ns.s/A.. Costs/Hhc.: Expens.s I Sch.dul. H)
10. Dabts/Hortg.g. Llabl1ltl.s/Ll.ns'ISchadula I)
11. Total Daductions
12. Hat Value of Tax R.turn
13. Charltable/Gov.rnnant.l Baquests ISch.dul. J)
14. H.t V.lue of Est.te Subj.ct to Tax
IT an assessmen~ was
reflect figures that
ASSESSHENT OF TAX:
15. Aaount of LIn. 14
16. A..unt of LIn. 14
17. Aoount of LIn. 14
1&. Principal Tax Du.
NOTf.:
III
121
131
141
151
161
17l
.00
.00
.00
.00
21 .057.33
75B .18
.00
181
NOTE: To insure prop.r
credit to your account,
subnit the upp.r portion
of this for. with your
tax payn.nt.
21.815. SI
I:> .117 87
9.637.64
.00
9,637.64
issued previously, lines 14, 15 and/or lb, 17 and 18 will
include the total of abh returns assessed to date.
.t Spousal rat.
taxabl. at Lin.al/elac. A rat.
taxabl. at Collat.ral/Cl... 8 r.t.
TAX CREDITS:
PAYHENT
OATE
07-16-96
09-23-96
RECEIPT
NUHBER
AA146522
AA14676B
DISCOUNT 1'1
INTEREST I-I
191
1101
11.926.99
250.88
1111
1121
1131
1141
1151
1161
1171
8.879.46 X .00:
.00 X .06:
758.18 X .15:
IIBI
AHOUNT PAlO
5.69 700.00
d~~~J)_~5.2_3
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INOICATED. SEE REVERSE
FOR CALCULATION OF ADOITIONAL INTEREST.
IF TOTAL
IF TOTAL
.00
.00
113.73
113.73
~C:)iJ;
1.120.92
1.007.19CR
.00
I,007.19CR
IS LESS THAN fl, NO PAYHENT IS REQUIREO.
IS REFLECTEO AS A "CREOIT" ICRI. YOU HAY BE DUE
D NO. AA
146577 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.h
'(\1.11621114.'"
RECEIVED FROM:
i
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
BLACK ROflERT R
36 S HANOVER STREET
,01
a::l,JOO.OO
CARLISLE, PA 17012
'- lOtO Hill ICHD Hr'l
,
ESTATE INFORMATION,
1:1 FILE NUMBER
li1 21-1996-040 I
1:1 NAME OF DECEDENT (LAST)
~ HE I SHMAN MARY C
~ DATE OF PAYMENT
1M II
EJ POSTMARK DATE
COUNTY
SSN 182-01-2020
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
05/05/96
REMARKS PATSY A MOUHE
C/O ROBErn R BLACK ESQUIRE
SEAL CHECKII"
~ TOTAL AMOUNT PAID
$5,500.00
CW
,_/
IJ'
RECEIVED BY /. '/.', .
. ,
, '
. .
SIGNATURE
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
.-.. '''.'-- '-.- --.
_."--
.-
- .~.,. .'1:.
~.'--...A" __
.'
1';,//''', /:'
v C - (
BUREAU OF INDIVIDUAL TAXES
IHtlERIlANC[ lAX DIVISION
OEPl. za0601
HARRISBURC. PA 1112a-0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
cl
NOTICE OF INIIERITANCE TAX
APPRAI5EHENT. ALLOWANCE OR DISALLOWANCE
OF DEOUCTION5 AND AS5E55HENT OF TAX
ROBERT R BLACK ESQ
36 S HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-17-97
HEISHMAN
05-05-96
21 96-0401
CUMBERLAND
101
Allount R...ltt.d
*'
II,.IUI II AU lit.'"
MARV
C
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifEIi:i54TEx-Aj:p-n2-:96Y-Noi''icE--oF--fNiiEifli'i.NcE-~fAx-iippRiiIsEHENT-,--,\i.Lowi.NcE-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEISHMAN MARV C FILE NO. 21 96-0401 ACN 101 DATE 02-17-97
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. (Sch.dul. Al III
Z. Stock. and Bondi (Schedule 8) (2)
3. Clos.ly Hald stock/Partnership Int.r..t (Schedula C) (3)
4. Hortg.g../Not.. Receivable (Schadule DJ (4)
5. C..h/Bank Deposits/Hi.c. Parsonal Property (Schedule EJ (5)
6. Jointly Owned Property (Schedule Fl (6)
7. Transfar. (Schedule G) (7)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expans../Ada. COlts/Hisc. Expans.. (Schedule H) (9)
10. D.bt./Hortg.g. Ll.bl1ltl../L1.ns (Sch.dul. II 1101
11. Total Deductions
12. N.t V.1u. of Tax R.turn
13. Ch.ritabl./GoY.rn~.nta1 S.qu.sts (Sch.dul. Jl
14. N.t V.1u. of est.t. Subj.ct to Tax
I CHANGED
.00
66.348.51
.00
.00
49.964.01
3.452.50
.00
181
16,249.34
104.04
Illl
1121
1131
1141
NOTE: To Insure prop.r
cr.dit to your .ccount,
sub.it the upp.r portion
of this for. with your
t.x pay..nt.
119,765.02
16.3~3 38
103,411.64
.00
103.411.64
If an assassmant was issued previOUSly, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Lln. 14 .t Spousal rat. (151
16. A~ount of Lln. 14 taxable at Lln.al/Cla.. A rat. (161
17. Anount of Lln. 14 taxable .t Collat.ral/Cla.. Brat. (111
18. Principal Tax Du.
NOTE:
TAX CREDITS:
PAYHENT
DATE
08-01-96
09-23-96
RECEIPT
HUHBER
AA146577
AA185055
DISCOUNT It I
INTEREST I-I
289.47
.00
.00 X .00:
103.411.64 X .06:
.00 X .15:
1181
AHOUNT PAID
5,500.00
415.23
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
6.204.69
.00
6.204.69
6.204.70
.01CR
.00
.01CR
. IF PAID AFTER DATE INDICATEO. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
N
.: ~t
'f
co
co
-
en
I.!'
..J'
a;U-
r--
p'
CJ t:
-::>
00
RESERVATION I Eltet.. of decedent. dying on or b.far. Dlceab.r Il, 19a1 -- If any future Int.r..t In thl ..tete I. transf.rred
In poI....Jon or enJav-ent to CI... a (collateral) beneflclarl.. of t~ dlCldant .ft,r t~ IxpJr.tlon of any ..t.t. for
I1f. or for v..r., the Co.-onwealth her.bv l.pr.,.lv ra..rv.. the rIght to appral.. and ...... tren,'.r Inheritance ,....
at the lawful el... a (calht.r.U rat. on ."y such future Intlr..t.
PtJlPOSE 01'
NOTlCE1
PAvttENTI
REF\l(D (CR) I
OBJECTIONS:
AllItIN
ISIRAlIVE
CORRECTIONS:
DISCOUNTI
PENALTY:
INTEREST!
To fulfill the r.qulr..ent. 0' SectIon 214D of the InherItance and E.t.t. 1.. Act, Act ZZ of 1991. 72 P.S.
SletSon 214D.
DetlCh the top portIon of thl. Hotle. and .~It Nlth your pav-.nt to thl Rlal.t.r of Will. printed on the r.v.r.. side.
--"aka check or eMlY ardu payable to: REOISTER OF MILLS I AOENT
III paYMnt, recalv.d Ihall flrlt btI appllad to any Int.r..t which aay b. due with any ra.alnd.r applied to the tax.
A reftftd of a tu credit, .....Ich .... not r.qu..ted on the Tax R.turn, ..y ba requast.d by coaplatlna an "application
far R.ftftd of Pennlylvanl. Inh.rltanca and Eltat. Tax" (REV-IllS). Appllcatlonl ara avallabla at the Offlca
of the Regllt.r of Willi, any of tha 23 R.venue Dlltrlct Dfflca., or by calling the special 2'-hour
anlwerlng ..rvlc. nuabar. far for.s ordarlngl In P.nnsylvanla 1-800-362-2050, outsld. PannsYlvanla and
..Ithln local HarrIsburg araa (717) 787-8094, TOOl (717) 772-2ZS2 (H.arlng lapalred Only).
Any party In Int.ra.t not .atlsfled ..Ith tha appr.I...ent, allowanc. or dl..llowanc. of d.ductlon., or .....~t
of tax (IncludIng dllcount or Int.r..t) al shawn on thl. Notlc. .ult ObJ.ct ..Ithln .Ixtv (60) daYI of receipt of
this Notlc. bYf
--written protelt to the PA Depart.ent of R.venue, Board of App.al., D.pt. 281021, Harrllburg, PA 17128-1021, OR
--.Iectlon to ha..,. the .attar d.t.raln.d at audit of the account of the p.rlonal reprelentatlva, OR
--app.al to the Orphans' Court.
factual arrorl dllcov.red on thll all'.I-.nt should ba addr...ed In ..rltlng to: PI alpartaent of R.venue,
Iur..u of Individual Ta..., AITN: POlt AI....aent Rlvl... unit, Dept. 280601, Harrllburg, PA 17121-0601
Phone (717) 787-6505. s.. page 5 of the bookl.t "In.tructlon. far Inn.rltanc. T.x Return far I R..ldent
Dec.dentft (REV-ISOI) for an ..plenatlon of adalnlltratlvllY correctabla .rror..
If any tax due I. p.ld within thr.. (3) cal.ndar aonthl aft.r tha dlc.dent', d.ath, a flva p.rc.nt (5~) dllcount of
the tax paid II allowed.
The 15% tax l8nI.ty non-participatIon penalty II coaputad on the total of the tax and Int.r..t .......d, and not
paid bafor. January 18, 1996, the flr.t day aft.r tIM and of the tax __.ty p.rlod. This non-participation
pen.lty 11 appealabl. In the ... .annar and In the the ... tI.. p.rlod II you would appa.l the t.x and Inter.st
that hat ba.n .......d a. Indlc.ted on thl. notlc..
Int.r..t 11 charged bqlnnlng with flr.t day of delinquency, or nine (9) aonth. and ana Cl) day frol the d.t. of
d.ath, to the data of papent. Taxa. .....Ich blc.. dallnquent bafor. January 1, 1982 b.ar Int.r..t at tha rat. of
.Ix (6X) p.rcent p.r annul c.lcul.t.d at . dailY rat. of .OOOI6~. All ta.e. which blca.. delinquent on and aft.r
January 1, 1912 will baar Int.r..t at a rat. which ..Ill vary frol cal.ndar y.ar to calandar y.ar with that rata
announced by the PA Depart.ant of R.venu.. The applicable Intar.lt rata, far 1982 through 1997 ar.t
!!!! Int.r..t Rat. D.lly tnt.r..t Factor :!!!! Interelt Rab Dally Intlr..t F.ctor
1982 ZOX .000548 1981 9X .0002"
1913 I.X .000'38 19S8-1991 IIX .00UOl
I... IIX .000301 1992 9X .0002~7
I98S UX .OOO3S6 1993-1994 1X .000192
1986 IU .000Z7~ 1995-1997 'X .OOO2~7
--tnter..t S. calculat.d "" faUo.."
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAnv Notice Inued aftar the tax bltCOIl" delinquent ..111 rafl.ct en Inter..t c.lculatlon to flft..n (15) day.
tMyond the data of the ...........t. If p......"t II aade aftu the Intarast cOllPUtatlon data IhOwn on the
Notice, additional Intar..t au,t be calculatad.