HomeMy WebLinkAbout96-00402
, .
. .'.~ ..
"b J
0
~
I
~
I ....
-
'0 0
CD
..
. 0
.0 ..
VI
Z 1.1.I..
~
PETITION Hm I)IWUATE IInd GI{ANT 0'" LETTEI{S
21-!lli- . llo;;...
bill'" of..
(l!.W kllO\\'II (1\
ROIlERT I.. Wlndelttllkel'
Nil.
I'll;
Il.egi'ler Ill' Wil" 1m Ihe
CIlUUIY IlfCulttberlumL_- iu Ihe
Commonwealth of l'cnl1,yl\'ania
I h'n'C1wIJ.
Sodlll Sl,,'/lrily '\'0. 184~12-:2162
The peliliuullf Ihe Illllk"i~lIed re,pe\:Iflllly replewlIl' Ihal:
Yuur pelili,1I1el('). "hu i,lare IK yea" Ill' a~e or Illder alllhe exy.\"uOl' .--3..- .---- lIallled
illlhe la'l will uf Ihe ahllle de<e,kru. daled .._ ._._ .__.._.___._.__._.e_l:~!II~e!:--L_,-.--' IlJ!!!.-
aud codidl(,) daled _ !1.o.n~_____.._ - --.--...-----. . --.--.--.-..-.
_...-.__.--" --~-----~_. ~---~-------------- --,~------~-_.,.-
__.______~___.___~___.___M__~_ _.- --------------- .---.--...----
------~--_._---_.__._-_..._._-------------_.,-_.-._----
1'1;lh: ,c1l'\.1ll1 (il(llm'lilll~.t:... l'.l!. 1l'lllllld,llillll. d''illh llll'\c,"uhH, cll',l
Ik<eudelll "'I> dUlllidkd al dealh ill _~umbe!:!~~I~_. _._ CUlll1ly. l'el1l1,yllal1ia. wilh
h~_la'l falllily '" pril1dpal rc,idclll:c al 75 UgJ]nyb.rQoIsJt()!ll:IJ<::_nrJj~!Q,J~n. 17013
(Ii.., \lfl.'cl, lIulIlllCI ,IlUlllllllll"II,.lhly)
DfCClldcl1l,lhcl1._'l2__ _ _ ve'lrs Ill' a~c. dicd __. __.~uy 7, _ . IlJ 96
:II Leuder NurslIIg n_na RehllO. Center, CnrllSle, Pn.
Exccpl a' folluw,. dc<cdcnl did nul marry. wa' nol dil'orccd and did nol hal'c a child born or adoplcd
aftcr cxc<uliun uf Ihc will offfrcd for proh,uc; w:" nUllhc I'iclim of a killing and wa' I1cl'cr adjudicalcd
in<ompclcnl: no exceptIOns
Dcccndenl :II dealh owned prupcrlY wilh c,limatcd I'aluc, '" follow,;
Of domicilcd in I'a.) ,\11 pcmmal prupcrlY
(If nol domiciled in I'a.) I'crsonal propcrty in I'cnn,yll'ania
(If nol dumicilcd in I'a.) I'cmll1al propcrlY in ConnlY
Value of real C!-ltatc in Pcnl1!-lyl\'ania
situated as follow\:
S unestimnted
S
S
S none
WHEREFORE. pClitioner(,) rc,pcclfully rC'l~C'I{') Ihc proh:llc uf Ihc 1'''1 will and cudicil(s)
prc'clllcd hcrewilh altlllhc ~rant of IcIlC" es Ilmentllry
(IC\I;lIn~l\Ia'~; illlmini\lIillillll "':.I.i1.; illhnini\ITlIliun lI.b.II,C.I.:1.)
thcron.
,
"
.,
o
"
~Z
" -
:x:~
--a.~
;'::
Zd:
~'c
d
~
:r,
1/7 -
.:1'1-,...., J... '"'}. ~
RobertM. Frey
_ 5 South Hllnover St.
_._C.arlislc..J>..1Ll'LQ13
------_._---~-
---_._--------~----
--,--~..,._.--------------
OATH 01' PERSONAL ImPRESENTATIVE
COMMONWEALTH 0... I'ENNS\'LV ANIA
COUNT\' OF _ CUMBEHLAND
} :5<\
Thc pClitioncrb) ah,wc.namcd wcar(,) or aflirm(,) Ihallhc '''ltcmcnIS in Ihc forcgoing pctilion arc
trllC and corrcCI to Ihc hc,lof Ihc knowlcd~c and hclicf of pClilioncr(,) and Ihal '" pcmma) rcprcscn'
talilc(') of thc ahuI'C dcccdcntpclilioncrb) will wcll and truly admini'lcr Ihc cstalC according III la\\'.
/:1 -
.-!. L'L_"-,-( ,l-, -'- 'h.~
Sworn to or atTirl1ll:L1 ami suhscrihed I
hcforc m~ Ihi, _.J..lth..----- da\' of
_____Ma~r--'------ I'L~!... '\
'Jl'f,1 w.Jr~y t:".~~is; .. -- - ...... . /I,'~i.\I<'r L
. ) ) J ~
tc-. I D ""f c' '\
'"
;0'
"
~
~
~
-----------
-------------.------..----
--------'. -~--
No. 21-96- 402
Estate of
Robert L. Windemnker
I Deceased
DECREE 01.' PROBATE AND GRANT 01<' LETTERS
AND NOW May 17 19~, in considcration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated December 3. 1996.
described therein be admilled to probate and liIed of record as the last will of
Robert L. Windemaker
and Lellers Testamentary
are hereby granted to Robert M. Frev.
.\
\
jl
II
FEES
Probate, Lellers, Etc. ......... $ 5 0 . 00
Short Certilicates( 4) .. .. . .. ." $1? 0 0
Renunciation................ $
~c~ages $.J.:.B.L
TOTAL _ $70.00
Filed ..... MClY..1..7., ,1,n~..............
)))(1"4 C', :Cww p', PB~L,;-,L.
() Rog;,t<, of Wills I "
Frey and Tiley
By Robert M. Frey #06274
ATIORNEY (Sup. CI. 1.0. Nu.)
5 S. Hanover St., Carlisle, Pa. 17013
ADDRESS
717-243-5838
PIlONE
'~:~
\0
:"'i
......
0...
q
~
I.
,l
,
.'
!;jet
,
r::
~
:>=
>.
o .~.)
ou;
0)0:
0:
\0
p,
I
"
.- -E
.!!!:>
UU
Thi... '" lllllllll~ tli.ll 1111 1111111111.111"" 111 II ,'I\lt' I,
l.H~.11 Itq;I...I!'.I!' Tilt 'II1}'11I.11 ql!ll~l,H( \~11l 1'11"1" Ii 'I
" , . \ ' I., .' I" 1 ,I t T ' ., 11 ,Ii" T I ~ .
1 :..' "!Il. \1"< I.:."",!'
!II ,j ,l lid t, dl "I II ,Illl ,h,l', till ,! ,,\ 11\. 1111 .1"
( Ittl' \ 10<1 I" llll,tll' III I dUll'
WARNING: Ills lIIegnlto dupllcnle this copy by photoslllt c>r photogrnph.
he 1.11 Ihi....Ulll11i,llt. ~.) illl
21-96-402
",<~\1li'jjfPi,i<":
'r~~ . . .fn~
I~. 'v~'
i ~/ "", \'/.\~
~(~' , \V
::311 .... .~'
., ... "~I
" . ,..
\' ~', . ~. .'~ I
", ~. '." _ . ,<~/J
~~" ... '/~'1
\,,"l-9/,j;ENlll\~~~/
~~~
!~r.,y .. b~H'
I},tll'
)~;......, ~, ~b.)-&~~-tJ-.~
I ,,,,.d Htt:l"II.11
'-, r ,', (' .) r' ('
,),),)ut.-J\)
Nil'
1O.C'SllJ.... VI'
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
...,
".1"1........11II
~SlCUfll"_lll~
I. Ha y 7. 1996
O"lOt'COI''''-o..-,
...
I. Ho 1 r.
."
..
......Ol'DlC,ICCO(l,....._,...
I. 184 12
2162
..
t. Robert l. Wlndemaker
oOGt..._" \/OlOl1lll1'1NI 1/fOOt1lll10llir
_ 00" __,_"
I
""""OI'OI.:r..o......."""..----.....-...
U11-..c.&1tIt_
,......,...."c..,."
"".....
.......-0 I~O
::...0
72
~ QfOOl'"
White
-""""
to__--
-~\
s.
....,.,f.l4,lloOl'L.IS..._
-..---
t)ooo1rf..lSc>oc"Wl
II a i n I It
th,(!....._........ s. Hlddlelon
-
.. Il'Ib nnd
Df.C Of"" V'U.~ I()OO
or:;-.:'..;~=::~~:;:r
.It l.bort'r ",,[Ircllcnl Hfl
tlIIClDl.."..~.&ClOl"tun-....t.,,-~I"'~ Oltlct'd'
ICTI).....
IlISoOf'ltf
--
._-
H."...
'"
--
M_'
-'
",,0 ::c==_
7~ Bonnybrook
II C. r 11. Ie. r 8
Rd.
170 I ,
l&O'H(III......".......,.,..._~
[umberlnnd
,"
'.:r"'IO..........,._~...
,
..,()Nl'UO,..........~
R R r
WOHOOQf 0I11'O"11'JOO
O '-0'=-....0
0.- (lIMolSccfl.'
.,
IIQIoIoQ\lNCl'I'
..
HfOlO..."'.........I'IOADllAlUCoHoI ~s.-loecw.l
S. Hnno\ll! St.
1VOCt~Oi!.l'OSlIOt._.C-...,~
..00-.....
,oCl"M_MIII
009102 l
I Ht. Uolly SprlngB [em .."t. tlolly Sprinqa,Pa
"I.W1:&H(I&OtJ"ts.s~''''''''rollorfI!l8n-Roth funeral ttome
219 ~. Hnnover ST. [arllale P. 17Dl)
\OCI"l'l(_81. OAIU#J.IoIO
-...-
"""..1
.....'tAY"tHfOfIlOTO..l .....l......l\llMOilllClNl'"
,...0 ..ro'
.._r-r...... ,--..-.......
......-
....--
:-_......
.
i
,...,...
twooo........~-..-........ ....
...-...................._......"""1
\:
-<I'll (h.!ttt.J' f" [(,1.</
OUt: ro.,.~.tlMI(M""::: 0'1 / . i'\
!J J6.'.-<-.<,.S(,-e (j(15lidn,, J~.
OUt TOY' .,CO<\lOUlt<lOfI
~
DVlTO,l.JI",.W6I.ovtr<IO'1
O--'I~OOUVOI'
-...-
I.... O'lOO.II.""
oOI.AIA,.:rMJlOOl' OlIU'lM""",,,,,,,,,,(JCCUNIlO
""-lOtoO\lfOI'SO"~S .......1110' OUT"
........1I.'HIOOfOlO
COton'\ITOt:l"OIe.tU\l .-. ~ -- 0
,,,.,,..
..- 0 .-- 0
..Ij _0 ..Oil ...- 0 c.M"'" 1loO.....-.. 0
..... 0..0
1111)
~ U.
"''''I~~""__,,,,H1'''''''-'
-.... \:.t:cM
1'''' It )110
tI"'lf'lII111OC1.._.....
'ClIIII1~"'".IO."'"""'_f~r_~....._~_...~..p'_....__r-'-lb
'-..._..~I~....""MC......_....I_II....--..tl."'"
11IO
.'~.HDC..''"IOOQN''oCI...'...,....,......'''7'......'''1.........:r,~...........'''''...
,......_...................."'........,,_......... .""'.........._......._.1......_'.,01....,.
.
~ nC\l,
..~..~t.
:.~~<s~€S!i
Qili~.lLO!
.
\0
- ~ 1'iti:
0
..~ M 'J
~'~5 a.. () :
." :.
..... .t"; tJ
U ,
-
:.1 L >!
Cl F! ~ ".}
a ..
10-0.- I
0 c:n 0> .,
0 OJ ...0
ma: ~ -CE
0: ..!!!:>
UU
2~ ~ :Il:Il
3 ~. l~ 8
0'"
sn ~ ,...-'\
1:. ;, ~1O
() (:,
~.~ -. -. 0-
t:. . - l) b
I "'" _to ..;,
(~,. J .....
(~ <:;;
.-.) -0 ::!:!ro
. 0 I.IJ Iii
:'Ot:. ~ 0
)>~ ...,
C1'I
~ ~
~
~. ~
~
ES
~ ti :S
tI.l ~
~ ti .. ~
E-t ~E~
@ If .:. 15 ~
r:. . . i( > Z
cl1 ..:I 2~oz
0 Ii: z..
..:I ~ z~1I.
- ~ III II: ~ 1<1
~ mO ...
f'( Il:l ~ ~ II ~
~ ~ II II:
.. ~
:s
.
,
-.. . .
. .
~ .
~
I.AS'I' WII.I. AND 'I'I';S TA i\11':N'1' 010'
IlOIH:ltT 1,. WINDEI\IAKI':H
I, IlUIH;WI' 1,. WI NIJIo;i\IAK 1';11, Ill' lial'l'iek's 1\IIlldll' 11<l1lH' Pal'k,
i
I
I
I
I
I
I
,
I
I
I
I
I
I
I
I
I
I
I
I
,
I
I
I
I
I
i
I
I
I
I
I
I
I
I
I
i
I
I
I
I
I
ill South I\liddl..toll Township, (1\11. HI. :!, Cal'lisl..), CUllliJ"I'land Coullty,
Pl'nns.\'lvallia, ill'ing 01' sound ami disposing Illind, ml'mol'yamlulldel'-
standillg, do h''''l'hy Illakl', publish and dl'"lal'" this as and fOl' my last
Will ami 'I'..slan",nl, h"I'eiJy l'l'voldll;.; and making void any ami all Wills
hy me at any tillw h..I,..lol'ol'l' mad.._
1. I di"l'clIllY h"I'"illart..,. nailli'd I~XI'CUtOI' to puy all of illY just debts
and funeral expenses as soon after illY death as may be found convenient
to do so,
2. All the l'est, residue amI remainder of my estate, real, personal,
and mixed, and wheresoever the same may be situate, I direct shall
be converted into cash, and I give, devise and hequeath the same in equal
shares to my four (4) sisters and brother, their heirs and assigns, the
share of uny deceased hl'other or sister to pass to his or her issue, per
stirpes~ my said foul' (4) sisters and brother being the following persons:
Dorothy .Jane Jumper, wife of Earl .Jumper; Ethel Brinton, wife of Duke
Brinton; Irene Del~ord, unmarried; Sarah .Jacobs, wife of Carl .Jacobs;
and .Joseph Windl'maker,
3. 1 herehy nominate, constitute and appoint Hobert M. Frey Executor
of this my last Will and Testament, and I fm'ther direct that he not be
required to post any bond to secure the faithful p",'formance of his duties
in the Commonwealth of Pennsylvania, 01' in any othel' jUl'isdiction.
;;
IN WITNI';SS WllIo;HJo:OI.' 1 have hereunto set illY hand and seal to this
last Will und Testament consisting of One (1) page this :ird day of
December, l!J,ifi.
~_;tW~(Sr~AL)
21-96-402
REGISTEI{ OF WILLS or COUNTY
......." OATIl 0>' SUBSCRIIIING WITNESS /
-', -- /" ,
'........ ~mlidl /
(ea~h) a subs~ribing wilne" 1 Ihe will presenled herewilh, (ea~h) being ~aliried a~~ording 10
law, depose(s) and say(s) Ihal " // presenl and saw
:-:-::;::::: "
Ihe lestal , sign Ihe same and Ihal ' _ ' signed as a witness at Ihe
request or teslal_ in h presence a~'1i(1lhe pre ~e or each olher) (in lhe presence or the
olher subscribing wilness(cs)).
Sworn 10 or arrirmed and subscribed before
me this
'--....
....
........... (Name)
.........
"
(Ad'll css)
~dayr
~
//' R('Rister
/
/
/'
//
(Namc)
(Addrcss)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH Of' NON-SUBSCRIBING WITNESS
.DO'rcTJ,.)' J.,,,~ J,;. )"/'<:'_'<- ..;I~l ( /..3r)3( fJ:: J U;>'-'/Jl:,,-:r
(each) a subscriber herelO, (each) being duly qualified according to law, depose(s) and say(s) that
they are ramiliar wilh the signature or Robert L. Windemaker
lOOdillt\<x
teslat.!:!L- or (1i1ft!'~"lil!Xli~lGl;li~~~'1lS) lhe will
they each
that
presented herewilh and
~
helieves the signature on the will is in Ihe handwrilin8 or
Robert L. Windcmaker
10 Ihe best or their knowledge and helieI'.
Sworn to or arrirrned and subscribed hdore
me this day or
'/ I:/. Jr; l~ .;~[
))11 1(J (. " "', f.!L..J..:. .'
Mary C. Lewis, R('Rist..,~
.J ) / to (,
I,-~( ,:,,"l-V__~L"I..\. u.' -)I.-~t h;}UJ.V
. ....,. , l. ~-~
t (Namc)
"y' ':'I(~~::) > ' .
cC ~/
(Nall/c) -,...,'
71 - 7' l; CU_~J~ ,..J..~ I '4.......~
c;. ) (Addrt.ssy ( '701 j
I... \."tJIr~ l2>.;l~Jc ,/ c:"'r. _ r
.,
CER1'IFIC]l1'ION 01' JIQ'I'J_Cf: JJN!JEIUlllJ-t: ?_,-H~J
Name of Decedent:
Robert I.. Windemuker
Date of Death:
MIlY 7,1996
Will No.
lIdmin. !-In.
21-96-402
To the Register:
I certify that noti<:e of beneficial interest required by
Rule 5.6(0) of the Orphans' Court Hules was served on or mailed to
the following beneficiaries of Lhe above-captioned estate on
July 23, 1996
Name
Address
SarD Jacobs, Box 8, 798 West Edwin Street, Wi1liall.!~Qort, PA 17701
Dorothy Jane Jumper, 9475 Spring ROlld, Cllrlisle, PA 17013
Elhell\l. Brinton, 21 North IIllnover Street, Carlisle, PA_17013
Irene Bernheisel, 262 West Penn Street, Cllrlisle, PA 170.13
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except Joseph Win de maker who pre-deceased RobertI.. Windemaker.
Signature
./.7 -
j/ l/Z.......... "'. r-;j,-'(
Date:
July 23, 1996
Name
Robert M. Frey
Address
5 South Hanover Street
"J' " ~~
.. ~. .'
r
'J ,
('oJ
I
:: ~
, ~ I (1- ~ , :J
u.: UO
Carlisle, PA 17013
1'e lephone 1211-243-5838
Capacity:
X Personal Representative
~_ Counsel COl' pel'sonal
n~presen\.i1\. i ve
H(y:'
til:! .
of
'..,;',5
~
<:::(.
'97 !\PR 25 1\\ 1 :09
LlL '..., ~~ C\E;i..,
. 'lIOIlOU ~ lllfM pepnPUI 88M lUIW8WIS PIllS jO ~~J1;'V"
'Ulll jO lXlIU JO
JIBII 'A.!DIOUBUBq 'JOllp8J:l 8B BIBl" Bill UIlD8IBIUI UII WIDIO JO
lIJIBII 01 WIIU- 1111 01 UMOUll UODJud JllllO AJllJlII 01 pUll
. 'IUBWIBI:I P18dun AJIIJII 01 UlIJII8 UlIBq 8BII'UOlll1111JISIQ pe80dOJd
. JO lUIWBllllS PI" OllUOllDlIlqo UllllllM llUJ 01 ADP 111I1"4t 10
. pUB UOIIDWlIJUO:I JOJ ),InDO 1141 01 PlIlUlIllIld 1IQ 11IM IIWel 1141
ulllIM 1I0Bld pUB IIWII '81ep 84110 pUS 'uO!lnq!J\SIQ pe80dOJd 10
.IUBWBISIS Sl4HO 8UlIIJ 8111J0 80110U U8111JM !Bill AJll.IllO AqBJ94 I
1,,'"
"Oz:
" "
~z:
::::uu
~~lQm
cJ ".
_c4),C
C;o"-
.:; g, i
~ 0"
.0....
-=C1~
~
.!! 5 c
"-0
J-
... " :;
,-- C It R
<:).. · ~.'E
, >-on 1tI
Gi 'E;g ~t
""\;g- ~
'0 ~ 0 1:
.. " ;!
.oc- U
.- "
c hHt
,_'c., 1'/\
l:l p.;-
Z Eo< f<l!i:
< .~ ~rg
Eo< :l!!..:l ..:l~ l:l
Z Eo<f<ll'< ~O f<l
5~ffir:oCiEo<:-:~
u... lQ Eo<:':: Z.... f<l
u::lOl'<Z<OZU
<pp:Of<l:l!!f;lpf<l
..:ll:ll'<p::l!!f<l..:lOl:l
<f<lOO<l:ll:lU ~
2S8z~~~Ele~
I'<v.lOUEo<>>>':l!!::;:<
l:ll:lE=f<ll:lJ:=..:l>
Zf<lpXl.......Eo<a:..:l
<v.lell>l......PI>l><
Eo<~p:a<ffiOlQrg
~OEo<tl..:llQc7.I:l!!Z
elp:!!lp:t:30l'<Pf<l
I'<11<l:ll'<~P:OUI1<
~ ., ~ :
.S!!~; 1!!..8
-5.00&;., ,
o;e;'o-SS r
,.10- -
g'.,"'cSi
~~m.~~2 oJ:.
G)c,O-CJ6co \-
-S!~C~!
.......CD CO
oio1l~~ -..{
8.f'i!'"""/
~~"'~~5 1
cue .~C
C CD Q - IJ'-
j., a.'i g of. ~ ~S
. ... El 0 ~
c... ...CD
IO~ Is c
10 ~ 8:2 ;; 'c c
~'~ l<:l!.~ e:il
.-...-= o~.;o
t:~t:...-u
>.c 0 C ~ 0 c
,c_U.2-lU...
Q)"5Q)u~>O
... ~ m - ttl ....
Q)"D..._;.r;.-
.cco.o-o~
_co_ou....-
t~I~1
.I';lligN
i=~~~~
D/S ~ ~ ~ ~
ta:~:Jo
~Sg~~
OIl ...
.
FIRST AND FINAL ACCOUNT 01' ROIlEliT M. FREY, EXI':CUTClIl OF TilE "MI'I' IYI 1.1 ,
AND TESTAMENT OF ROBERT I,. IYINDEMAKER, LATE 01' SOU'I'II IIlIlJ/II.ETON TOIYNSIIIP,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH:
May 7, 1996
I,ETTlms 'l'ES'I'MWNTAIl\' AIlVEIlTISEllI
CUIIlIlERI,ANIl I.AIY ,'OUIlNA"
May 31, June 7,1'1, IUUII
TilE SENTIN 1\1,
May 29, June 5, 12, 1 UIIII
ESTATE FILE NO. 21-96-402
PRINCIPAL RECEIVED
Accountant charges himself with the following principal amounts received:
1996
May 16
21
23
23
June 5
5
25
July 2
3
16
25
Nov. 29
1996
JiiiiC 25
Aug. 7
Cash in decedent's house
Balance Mellon Bank checking account # 170-070-2356
Accrued interest to May 7, 1996
Social security check for April
Retirement check for April
Proceeds sale of mobile home
Balance Mellon Bank Statement Savings Account #181-961-5'118
Policy cancellation, Blue Cross/Blue Shield
Insurance premium refund, MObile-Rec., Inc.
Commonwealth of Pennsylvania, 1995 property tax rebate
Premium refund, American Travellers
Auto insurance cancellation, Eric Insurance Co.
Proceeds sale of 1989 Plymouth Sedan automobile
TOTAL PRINCIPAL RECEIVED
INSURANCE I'IWCEEIlS
Proceeds Metropolitan Group l.ife Insurllnce
Proceeds Prudential Insurance COl1lpllny I'olicll's #r11ll1411HI:I2
and 460520130
TOTAL INSURANCE RECElVIm
-1-
\.
2,H41.:17
21,'11111.811
17.1 J
fiIl7.1I11
437.42
51111.1111
5:111.14
117.115
511.1111
Ill. 1111
25.71i
112.1111
2 ,r,IlIl.1I11
211,1211.71
r" 111111,1111
,I ,'15U.IIII
!l, .lr,II.1I11
.
INCOME RECEIVED
Accountant charges himself with the following Income amounts received:
1996
JiiiiC 27
July 27
Aug. 27
Sept. 27
Oct. 25
Nov. 26
Dec. 10
27
1997
Jan. 27
Feb. 27
Mar. 27
Interest on Estate checking account
Interest on Estate checking account
Interest on Estate checking account
Interest on Estate checking account
Interest on Estate checking account
Interest on Estate checking account
Benefits from medical Insurance, Monumental Life Insurance Co.
Interest on Estate checking account
Interest on Estate checking account
Interest on Estate checking account
Interest on Estate checking account
TOTAL INCOME RECEIVED
DISBURSEMENTS
Accountant claims credit for the following amounts paid:
1996
May 8
23
23
23
'I
I 23
d 23
Ii 23
!
i 23
i
! 23
,
"
I June 5
~
5
5
5
19
Check cleared after death
Register of Wills, Letters Testamentary and 4 short certificates
Cumberland Law Journal, advertising Letters
Robert C. Cairns, Tax Collector, 1996 County and Township taxes
on mobile home
United of PA, telephone
Met-Ed, electricity
TV Cable of Carlisle
Sylvester Mixel, space rental for mobile home
Mellon Bank, interest forfeiture
Hoffman-Roth Funeral Home, funeral services
Met-Ed, final electric bill
United of P A, final telephone bill
Donahue Associates Services, Inc., ambulance service
The Sentinel, advertising Letters
-2-
44.81
42.85
43.17
48.90
37.07
39.77
1,060.94
47.72
43.31
46.37
41.96
1,496.87
27.54
70.00
60.00
14.72
22.05
45.97
20.14
145.00
17.11
5,211.00
7.08
10.42
74.40
71.04
July 9
31
Nov. 29
Dec. 3
1997
Apr. 10
Register of Wills, 2 short certificates
Register of Wills, Pa. Transfer Inheritnnce TIIX
Cupp Auto Sales, commission on sale of lIutol1lohlll'
Register of Wills, filing Po. Inheritance Tux Relurn
11.1111
'l,7f.rl.Hr.
21111.1111
JrI.II11
P A Department of Revenue, 1996 Fiduclrll'y In COli II! 'I'll x
Robert Ill. Frey, Executor's commissions
Frey and Tiley, Attorney's fee
Reserve to file Account
1I,1I1l
1,831.,18
1,8:11.48
111l.01l
TOTAL DISBURSEMENTS
12,55fJ.28
RECAPITULATION
Total Principal Received
Total Insurance Proceeds
Total Income Received
Total Receipts
Less Total Disbursements
Balance for Distribution
211,129.71
9,459.00
1,496.87
'111,1185.58
-12,555.28
27,530.311
PROPOSED SClIImUI.E or IlISTIUIlU'I'ION
BALANCE FOR DISTRIBUTION
27,530.30
TO: Sara Jacobs
Box 8, 798 West Edwin Street
Willlamsport, P A 17701
One-fourth residue of Estate
6,882.58
TO: Dorothy Jane Jumper
7590 Wertzville Rood
Carlisle, Pa 17013
One-fourth residue of Eslute
6,882.58
TO: Ethel M. Brinton
21 North Hanover Street
Carlisle, P A 17013
Onc-fourth residue of E.~tu te
0,882.57
TO: Estate of Irene Ilernhelsel who dlml NOV('l1Ihcl' 5. IIHlll
One-fourth rcsidue of Eslutc
6,882.57
27,530.30
-:1-
.
COMMONWEALTH OF PENNSYLVANIA )
: 88.:
COUNTY OF CUMBERLAND )
Before me, the undersigned officer, personally appeared Robert M. Frey, Executor of
the Last Will and Testament of Robert L. Windemaker, Deceased, who, being duly sworn
according to law, deposes and says that the foregoing First and Final Account and Proposed
Schedule of Distribution are true and correct to the best of his knowledgc, Information and
belief.
I/:J - .- ~ J-,
r L.l1r1-<A ..,. "I
Robert M. Frcy, Executor
Sworn to and subscribed before mc
this Ittt.. day of April, 1997.
i~t-~ ~VL1
NOTARIAL SEAL
KRISTA KING, NOTARY PUBLIC
CARLISLE, CUMBERLAND COUNTY PA
MY COMMISSION EXPIRESJUNE 27,1998
-4-
.,,- -. - - ......~. -"'"
Rc
L
I
j
097
P.Pi! :~')
'!1 .r 11
,'. .....
C;,~
C'l' .
j ,J,
"
..
I i
II(V I!lOOI".I'IUI l'OADA'UO'DIAttIAnlA 1"31191 CttlCKU.A.
,,~:~:9(\ INHERITANCE TAX RETURN II. ~O~::~TU~:tDIIIS CLAIMID ! ,
-.59...... RESIDENT DECEDENT IIU NUMDIR
COMMm,wlAl1toOl ,,,,,,,,,.."'. (TO BE FILED IN DUPLICATE I ".1-'.11',-.111"
Of'ARIM(NT 0' Af\iWUI .. ...
H..,,,~fJ:~ ~~on:'.ow' WITH REGISTER OF WILLS) (QUIIIY COOl
DICtOINI'!>> NAM( IlA!ll. II_H, ,u.o MIODII ItllllAIJ :Jrlll lilHI ~ UJI,II'tl II Iotllll' \~
IVindemaker, Robert J.. . ... .... 7r, 1I00111ybl'Ood lid.
'~';'4'~~u~~; ~u;;" IO;~:::~;'~ 9_9~];~1~:'~:~~923 CO"", .. __~~::~l~\~~~il"I;~ .1711 t 3 .___ ________
.''''M'''''' '",,,,,"0 "0"'" ...., ,,," '"'' ...,.,,,,, ",,'"'' roc", "cu,,,~,_.~.,,~_____ . J'.~:" ":''':,,'' ''''''UCIIO''''
[X] 1. Original Return rJ 2. Supplemental Return [OJ 3 Remainder Return
liar dales of deaTh prior 1012.13.82)
o A. Limited eltate 0 Ao Future Inleres' Compromis, 0 5 Federal e'Iole Tax Return Required
Ifor doles of death ohe, 12.12.82)
Ii] 6. Decedent Died Testole [J 7 Decedent Maintained 0 living Tru" .ll..- 8 Total Number of Safe Deposit Bo"",,s
(Attach copy 01 Will) (Alloch copy of Trusll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
w
....
","'"
ua:~
w",U
",00
U"'....
.....
...
..
....
is
o
w
U
w
o
,....
::liS
"'0
"'z
8~
NAME
Frey and Tilcy
IlLHHONE NUMIUI
If
/
z
o
;:
=s
=>
....
0:
..
U
w
'"
1. Real Es'a'e (Schedule A)
2. Slacks and Band. (Schedule B)
3. Closely Held Slack/Partnership Inlere" ISchedule C)
4. Mortgages and Noles Receivable (Schedule 01
5. Cash, Bonk DepasiU & Miscellaneous Personal Properly
(Schedule E)
6. Jointly Owned Properly ISchedule F)
7. Tron,fe" (Schedule G) (Schedule l)
8. Total Gran ,AneU (10101 lines 1.7)
9. Funeral Ell.penses, Administrative COliS, Miscellaneous
Expenses ISchedule H)
10. Debts, Mortgage liabilities, liens (Schedule I)
11. Total Deductions (tolallines 9 & 10)
12. Net Value 0' Estale lline 8 minus line 111
13. Charitable and Governmenlal Bequells ISchedule Jl
lA. Nel Value Subject to Tax lline 12 minus line 131
15. Spousal Transfers (for doles of dealh alter 6.30.94)
See Instructions for Ar,plicoble Percenlage on Reverse
Side. (Include values rom Schedule K or Schedule M.)
16. Amount of line 14 laxoble at 6% rote
(Include values from Schedule K or Schedule M.)
17. Amounl of Line lA 101l.0ble at lSor, role
(Include values from Schedule K or Schedule M.I
lB. Prindpalloll. due IAdd loll. from lines IS, 16 and 17.)
19. CrediU Spousal Poverly Credil Prior Payments
+ .1,778.75
VI AN
NUM8! R
z
o
;:
..
....
=>
...
:Ii
o
U
..
..
....
COMPL(H MAllIP.G ADD~ns
5 South Hanovcr Street
CarliSle, I' A 17013
(I) _____________
(21__
(31 _.____
(4)____.__
(51 _______J~,J_2.9~IL
(61----
{ 7 I _______
29,129.71
(91._~______!J.!790~~
('"
(101 __________
9,790.43
19,339.28
(111
(121
(13)
(141
19,339.28
(15) _~_ ~_~_._x.__=
(l61__________m____" ,06 =
(l7)_______._!~,_a:l..9_,28 ".15 =
2,900.89
(lSI
Discounl
+...l!l!,!!.1.__
Inlerest
20. If line 19 is greater than Line IB, enter Ihe diHerence on Line 20. This is the OVERPAYMENT.
m~
(191 ______~923.79
(201 22.90
Chcclc hcre if you arc requcsling 0 refund of your overpayment. .
(21)
(2IA)
{21B}
21. IF line 1B is grealer Ihon line 19, enter the difference on tine 21. This is the TAX DUE.
A. Enter the interest on the balance due on Line 21 A.
B. Enter Ihe tolal of Line 21 and 21A on line 21B. This i, Ihe BALANCE DUE.
Make ChICk Payable to: Register of Will., Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penalties of perjury, I declare thaI I 110ve uamined this return, including accompanying schedules and ,tolements, and to the best of my ~nowledge Dnd belief,
it is true, correcl and complete. I declare thai 011 real estate has been reported altrue market value DecloraMn of preparer olher than the personal representative is
based on all informotion of which prepDter ho, any knowledge,
S'GNATU~( ~EIISON ~ESPONSIIL( 'O~ 'ILlNC.~tTUIN ADDRtSS _.~ - __.._n___n______ OAT{
ICI7........,- )7/. -n 'u....,. 5 SouthJl_ll_noyer:.!i_l.LC;ll!'lisle, }>1I_1711j:l__~______ Dec. :1, 1990
SIGNAtURE Of P~(PA.fll OTHER tHAN ItPIES(NtATI'i! ADDlns DA-'-C-
n~_____._..._..__________._~ .---+--+--~- ._-~
'(V-l~U:.ll'1)
ESTATE OF
~'I~:~C\
...;lljI....
COMMONW[AlTH Of ,tNNSVlVANIA
INHIlITAHCI TAX irWIN
IISIDINT DICIDINT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploalo Print ar Typo
FILE NUMBER
ROBERT L. WINDEMAKER
21-96-402
ITEM
NUMBER
IAII p'op.rty loln"y-owned with the Right of Su,,,lvouhlp mu.1 be dl.c1o.ed on Schedul. F)
9.
10.
11.
12.
DESCRIPTION
VALUE AT
DATE OF DEATH
2,841. 37
21,409.86
17.11
667.00
437.42
536.14
67.05
56.00
10.00
4 25.76
62.00
500.00
2,500.00
1.
Cash
2.
Balance Mellon Bonk checking account # 170-070-2356
Accrued interest to May 7, 1996
Social Security check for April
Retircment chcck for April
Balance Mellon Bank statement savings account #181-961-5418
Policy cancellation, Blue Cross/Blue Shield
3.
4.
5.
6.
7.
Insurance premium refund, MObilc-Rec., Inc.
8.
Commonwealth of Pcnnsylvania, 1995 property tax rebate
Premium rcfund, American Travellers
Automobilc insurance cancellation, Erie Insurance Co.
Proceeds sale of mobile home
Proceeds salc of 1989 Plymouth Sedan automobile
TOTAL (Also ontor on lino 5, Rocapitulation) S
29,129.71
(Alloeh oddllionol8\1)" )( IIH ,h~ell,f mote 'pace il needed,)
l&,
t; a~
~El><!<==
~"l:SIllCla
g~aE~Cl
o
==
tl~a
~~ClCl
~Ill~~
,~ ..
... '"
'<> '<>
M N
It'I ...
.
...
N
==
.. ..~~
~El3~~
i:1:s:c\::1ol
~a~g~
...
...
o ..
...
~
...!'! l&,
...~ 0
~~~~a
"'1ll~ClCl
... '<>
... 0)
. '
~ t
...
N
~~
~H:
U
'"
'"
Iol~
~~
~
\::
,
...
,
a)
..
,
'<>
...
...
."
I:
...
,I(
tJ
'"
.<:
U
III
." "
I: '" '"
.~ ...,.!(
> '11 ...
'11 tJ '11
"'... :>:
'"
~ ...,.... :J\
t1lcu...,(l)
l:,I( ... I:
'01 '"' 41 0
>'1IU:>:
'11:>:
'" .<:'tl
:>''' '"
..., (1) :l (1)
(1) eo.....
~i!~~
~<<~
<>: <>: :s
~......... t:)
'"
I: I
i!
'"
:CUU
. . . .
",:Cl.!>:>:
..... ....
:1':<<:1':
ie;e;~
~
"
III
'"
'" ",,,,
" ,,'"
I'tJ b'l1U o4J
tJ I: tJ I:
.ool........ ....
"'>'"
.... IU.... .
1JtI)o4.J)
... ...
QJ ..... (1) a
U I: U :s
'" ...
.<: Ii '" II
1J Q.I a Q)
): .., 0 \..i
o '11 tJ ...
..." I:
l.!>1Il""
I I ,
...
<
....
::.:
...
'"
,I(
~
'"
'tl
I:
...
~
:>,
o
...
'"
...
"
...
'"
oCl
o
<>:
...
0)
....
'<>
...
....
M
. . . .
u",U~
. . . .
l.!>"'......
'"
Ii
'11
'"
"
III
Ql
...
'" l<
"blO bl
I: I: III III I:
........ tJ't....
,1(,,1:,1(
.l: u 'oot.... u
...., QJ lI:I > (1)
'oo4.t; 0 1IS.c:
~ U "'''' U
'"
bl'" Cl ,I( III
I: '11 0 III
.... c:: lU 0 Q.l
,l(O"'oCll:
U lI:I rc lI:I '"'4
"'... '" III III
.c: QJ 1tS:S
U'" , ... III
0)
...
...
It'I
I
...
'<>
'"
,
...
0)
...
'<>
It'I
M
N
I
o
..
o
I
o
'"
...
. ,
",U
. .
",0)
..
I
, I
I , .
III
. .
...UCl
~n:.,;
1(\lUll(..I'lll
ESTATE OF
ITEM
NUMBER
~.~v
,,~~-.t.~t\
_:l:;t~
COMMONWEALTH OF PENNSYl.......NIA
INH(RItANCE tAll REtURN
RESIDENT DECEDENt
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ROBERT L. WlNDEMAI<ER
DESCRIPTION
A. Funeral Expens..:
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Hoffman-Roth Funeralllomc, funeral services
1.
,
,
I .
Admln,slratlve Costs:
I
I
i
,
1
I Allorney Fee,
I
Family Exemplion
1997
174 - 20 - 3986
1,831.48
Personal Representative Commissions
Social Security Number of Personal Repre'entalive:
Year Commissions paid
2.
3.
Claimant
Address of Claimant 01 decedenl's death
Slreet Address
City
Relationship
Stale
Probale Fee,
Miscellaneous Expenses:
Check cleared after death
Cumberland Low Journal, advertising Lctters
I. . .'please Print or.Type
FILE NUMBER
21-96-402
..J_____~-_.-_.....
I AMOUNT
5,211.00
1,831.48
~
0.00
Zip Code
70.00
27.54
60.00
Robcrt C. Cairns, Tax Collector, 1996 County and Township taxcs on
mobile home
United of PA, telephone
Met- Ed., electrici ty
TV Cable of Carlislc, scrvicc
Sylvcster Mixell, space rental for mobilc home
Mellon Bank, intercst forfeiture
14.72
22.05
45.97
20.14
145.00
17.11
TOTAL (AI,a enler on line 9, Recapilulalian) 5
(II more space is needed, In.erl additional sheets 01 same size.)
SCII rmUI,(\ II
FUNERAl, EXI'ENSr"s
ADMINISTIlA'I'IVE COSTS AND
MlSCm,I,ANEOUS EXpENSr"s
I'AOH 2
ESTATE OF ROBHRT L. WINDEMAKER FILE NUMBER 21-96-402
ITEM DESCRIPTION AMOUNT
NUMBER
9. Met-Ed., final clectrlc bill 7.08
10. Unitcd of PA, final telephonc bill 10.42
11. Donahue Assoc. Services, Inc., ambulancc service 74.40
12. The Sentincl, advertlisng Letters 71.04
13. Register of Wills, 2 short ccrtlflcates 6.00
14. Cupp Auto Sales, commission on sale of automobile 200.00
15. Register of Wills, filing Pa. Inherltancc Tax Return 15.00
16. Reserve to file Account " 110.00
TOTAl,
9,790.43
,^^
.1~Il62lXI4"41
146573 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
.~
DNO.AA
RECEIVED FROM:
i
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
FREY ROBERT M
5 S HANOVER STREET
lvl
~C', 1 /tj. 10
CARLISLE, PA 17013
- tOtD Hur
.
ESTATE INFORMATION:
~ FilE NUMBER
~ e 1-1996-040i!
!:! NAME OF DECEDENT (LAST)
~ WINDEMAKER RODERT
II DATE OF PAYMENT
g POSTMARK DATE
COUNTY
SSN
(FIRST'
L
184-12-2162
(MI'
CUMBERLAND
DATE OF DEATH
REGISTER or WillS
m TOTAL AMOUNT PAID $2,778. 75
V2
RECEIVED BY r)/ !UL.1 (,,< ',.u..'/ /+z.
() SIGNAW!:,.. i . " d f' t: .
MARY C. LEWIS "" "" .;'"
REGISTER OF WILLS '
REMARKS
ROBERT M FREY ESQUIRE
SEAL
CHECKII 117
_.. -.,.-..
,
..---
-.............~JI~ 4-''''
",: ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/5-.!LU .- oJ
BUREAU OF INDIVIDUAL TAXES
IHlllRI1AH([ Tn D1VISIOJll
OEPT. ZSQbOI
tlARRISBUNC. PA 11Ua'ObQI
u_
NOTICE OF INItERITANCE TAX
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-10-97
WltlDEMAKER
05-07-96
21 96-0402
CUMBERLAND
101
FREY & TI lEY
5 S HANOVER ST
CARLISLE
PA 17013
Anount Renit tad
irtj}j~~,
'It;J:SVS
III-,hl II ,It III-HI
ROBERT
l
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 ~
ifEV:is4i"EX-AFji-nZ:9i.Y-NCii'IcE--Oj:--fNHEiiifANCE-YAX-iipPRiiisEM€Nr-,--ALLowANcE-oli---n---nmu--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WINDEMAKER ROBERT L FILE NO. 21 96-0402 ACN 101 DATE 03-10-97
If an assessment was issued previously, lines 14, IS and~or 1&, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of line 14
16. Anount of Line 14
17. Anount of line 14
18. Principal Tax Due
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule Al
2. Stocks and Bonds (Schedule 8)
3. Closely Hald Stack/Partnership Interast (Schedule CJ
4. Harts.ga./Hotas Racelvable (Schedule OJ
S. Cash/Bank Deposits/Hisc. ?ersonal Property (Schedule El
6. Jointly Owned Property (Schedule fl
7. Tr.nsfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~.l E.pensas/Adn. Costs/Hisc. E.pansas (Schedule H)
10. Debts/Ho~tg.g. Liabilities/Liens (Schedul. t)
11. Total Daductions
12. Hat Value of T.K Return
13. Ch.rltable/GoYe~nn.ntal Bequests (Schedule J)
14. Hat Value of Estate Subject to TaK
NOTE:
at Spousal ~.te
t..able at Line.l/Class A ~ate
t...ble at Coll.teral/Class 8 rat.
TAX CREDITS:
PAYMENT
DATE
07-31-96
03-03-97
RECEIPT
NUMBER
AA146573
REFUND
DISCOUNT It I
INTEREST (-I
145.04
,00
CItANGED
III
121
131_
,4).
151
161
171_
.00
_.J!.!!..
_.....!!!!..
.00
29 , 12.2...ll.
.00
.00
IBI
HOTE: To Insu~e prope~
credit to you~ account,
subnit the upp.r po~tlon
of this forn with you~
taK paynent.
2~.129.71
q . Hn 43
19.339.28
,00
19.339.28
.00
.00
2.900,89
2.900.89
2.900.89
.00
,00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS TitAN $1, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF TItIS FORM FOR INSTRUCTIONS,)
191
1101_
9,790.43
'-
.00
1111
1121
1131
1141
1151 .00 X .00=
1161 .00 X .06=
1171_1".339,28 X .15=
UBI
AMOUNT PAID
2.778,75
22.90-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
If>
"
('; ,
,-1-
c:: --
"-
~,
..~ :,
()t)
RESERVATION: E,tat.. of dlCldent. dying on or before Oec,.b.t 12, 1982 .. " any future Inter..t In the I.tata I, tran,f.rrad
In Po.....lon or .nJoy..nt to Cl... B (co11,t,ral) bln.flel,rl.. 0' the dlcld,nt .ft,r the ..pltatlon 01 any I' tat. for
II'. or for y..r., the Co'.onwa.tth hlreby ..pr...ly r...tv.. thl right to apprals. and ...... tran,f.r InherltanCI T..I.
at the lawful Cl..1 8 'collataral) rat. on any .uch future Int.r..t.
PURPOSE OF
NOTlCEI
To fulfill the requlr...nt. of Slctlon 2140 of the Inherltancl and E,tat, 'a. Act, Act ZZ of 1991. 72 P.S.
Slctlon Z14D.
PAY"EHT:
O,tach the top portion of thl, Hot lei and .ub.lt with your pay..nt to the Rlgl.t.r of Will, prlntad on the raver.. .id..
uHak. check or aan.y ard.r payabl. to: REGISTER or MILLS, AGENT
All pay..ntl r.c.lv.d .hall flr.t b. appll.d to any Int.r..t which .ay b. due with any r..alnd.r eppll.d to tha te..
REFUND eeR): A r.fund of a ta. cradlt, ~hlch wa. not raqu..t.d an the Ta. R.turn, .ay b. r.qu..tad by coapl.tlng an "Application
far R.fund of P.nn'Ylvanla Inh.rltanc. and E.tat. Ta." eREY-IlI3'. Appllcatlanl era avallabl. at the Offlc.
of the R.gllt.r of Willi, any of the Z3 Rav.nu. DI.trlct Offlc.l, or by calling the .p.clal Z~-haur
an.w.rlng ..rvlc. nuab.r. far fora. ard.rlng: In P.nn.ylvanla l-aOO.36Z-Z0~0, autsld. P.nn.ylvftnle .nd
within local Harrl.burg ar.e (717) 7a7-aO'~, TOOl e717' 77Z-ZZS2 (H..rlng I.palr.d ~lly).
OBJECTIONS: Any party In Int.r..t not .atlsfl.d with the apprals...nt, allawanc. or dl.allowanc. of d.ductlonl, or ........nt
of ta. elncludlng dl.caunt or Int.r..t' as .hawn an this Natlc. au.t abJ.ct within sixty (60) days of r.c.lpt of
t:.)., Notice by:
-.wrltt.n prat..t to the PA a.part..nt of Revenue, Board of Appeal., aapt. Z810ZI, Harrl.burg, PA
-..l.ctlon to hava tho .attar d.t.raln.d at au11t of the account of the p.r.onal r.pr..entatlv.,
-.app.al to the Orphan." Court.
171Z8-10ZI,
OR
OR
ADHIN
ISTRAlIVE
CORRECTIONS:
ractual .rror. dl.cov.rad on thl. a.......nt .hould b. addr....d In writing to: PA aepart..nt of R.v.nu..
Bur.au of Individual Ta..s, ATTN: Po.t Als.....nt Ravlaw Unit. D.pt. Z80601, Harrl.burg, PI 171Z8-0601
Phon. (717) 787-6S0~. Sa. page S of the booklet "In.tructlon. for Inh.rltanc. Ta. Raturn for a R..ld.nt
D.c.d.nt" eREV.I~OI' for an ,.planatlon of ad.lnlstratlv.ly carr.ctabl. .rror..
DISCOUNT:
If eny ta. due I. paid within thr.. el' calendar aonth' aft.r the decadant", d.ath, a flv. p.rc.nt eS~) discount of
the ta. paid I, ellowad.
PENALTY:
Th. IS~ t.. .an.sty nan"p.rtlclp.tlon p.naltv II co.put.d on the total of the ta. and Int.r'lt .......d, and not
paid b.for. January 18, 1"6, the flr.t dav eftar the .nd of the te. e.n..ty p.rlod. This non"partlclpatlon
p.n.ltv I. app.elabl. In the .a.. aann.r and In the the sa.a tl.. p.rlod a. you would .pp.al the tax end Int.r.,t
thet ha. b..n a.s....d a. Indlcetad on thl. notlc..
INTEREST:
Int.rast I, chergad b.glnnlng with flr.t dav of d.llnquency. or nln. C9J .onthl and on. el) dav froa the data of
d.ath, to the data of pay..nt. T.... whiCh blca.. d.llnquent b.for, Januarv I, 198Z ba.r Int.r..t .t tha r.t. of
,I. (6~' p.rc.nt p.r annu. c.lculatad .t . dally rat. of .00016~. All te... which b.c... d.llnqu.nt an end aft.r
Januarv I, 198Z will b.ar Int.r.st .t a rat. which will vary froa calendar vaar to calondar y.ar with that rat.
announe.d bV the PA D.part..nt 0' R.v.nu.. Th. appllcabl. Int.r..t rat.. for 198Z through 1997 ar.:
'!!!! Inter..t Rat. Dally Internt rflctor ~ Int.r.lt Rat. Dally Int."..t Faetor
198Z ZO:< .000~t,8 1981 .% .000Zt,7
19U 16~ .000H8 1988-1991 11:< .0aOSol
198~ 11:< .000301 199Z .% .OaOZ~7
198~ 11:< .OOa3~6 1993-199~ 7;: .000192
1986 10iC .000Z74 1995-1991 .% .000247
uInterast Is calculat.d .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Anv Notlc. II,uad aft.r the ta. b.co... d.llnqu.nt will r.'lact an Int.r..t calculation to 'I't..n CIS' days
b.yond tha dat. 0' the el......nt. If pay..nt Is aad. a,t.r the Intar..t co.putatlon dat. Ihown on the
Notle., additional Int.r..t ~.t b. calculat.d.
-I
;~:
0\
PAY"EHfl
.. -)
'.50
aetach the top portion of this
printed on the tav.r.. ,Ida,
Hotlca and lub.lt with your pay..nt .ade payable to the na.. and addr...
I~
If RESil'ENT DECEDENT aah chack or aonay order payabl. tOJ REGISTER OF WILLS, AGENT.
If HOH.R~StDENr DECEDENT eah chack or .onay order payable tor COHMONWEAL TH OF PENNSYLVANIA.
REFUND teR)r A r.fund of . taM cradlt, which wa. not raqua.tad on the Ta. Return, ..y ba raqu..tad by coaplatlng an
"Application for R.fund af.PennsvlvanIa InherItance and [,t.t. Tax" (REV-Ill]). Appllc.tlo~. at. Bvallabl. at
the 0'flc8 of the Ragl,ter of Willi, any 0' the 23 Rayenue Dlltrlct Offle.. or 'ro. the Depart..nt", Z4-hour
anlv.rJnD ..rvIca nueber. for fora. orderIngl In PennsylvanIa l-aOQ*362a20S0, outsld. Penn.ylvani.
end within loc.l Ilarrhburg .r.. (717) 787.8094, TOOl (717) n2a2ZS2 CH..ring lap.ir.d onh).
REPLV TD: Du..tion. r.g.rding .rror. cont.ln.d on thl. notlc. .hould b. .ddr....d to: PA DIP.rt.lnt 0' RIV'nu., Bur..u
0' Indlvldu.l Tall", A"N, Po.t A.......nt R.vl... Unit, D.pt. Z80601, Ii.r,.hburg, PA 17128.0601, phone
C7I7) 787a6505.
DISCOUNT:
I' any tax due I. p.ld within three (3) cal.nda,. 'onths a't.r the dlc.d.nt'. d..th, a 'lve p.rcent (5~) dl.count
0' thl t.x p.ld Is allo..ed.
PENALTY,
The IS~ tax a~..ty non.partlclpatJon p.nalty Is co.put.d on the total 0' thl tall and Int.r..t .......d, and not
paid be'ore January 18, 1996, the flr.t day aftlr the .nd of the tax a.n..ty p.rlod.
INTEREST:
Int.r..t i. charg.d b.gl~nlng with flr.t day 0' d.llnqu.ncy, 0,. nln. (9) lonth. and on. CI) day fro. the date of
d.ath, to the dab of pay..nt. ra... which beca.. d.lInquent be'or. January 1, 1982 bl.,. Int.r..t .t the rate of
.Ix C6~) percent per annul calculated at a dally rate of .000164. All talll. which blca.. d.llnqu.nt on and .,t.,.
January 1, 19112 will b.a,. Int.re.t at a rat. which will vary fro. calenda,. y.a,. to cal.ndar yea,. with that rate
announced by the PA Depart.ent of Revenu.. The applicable Intere.t rat.. 'or 1911Z through 1997 .re:
Vear Intor..t Rate Dally Intere.. Facto,.
Vlar
Int.rest Rat.
Dally Int.r..t Factor
19112 ZO~ .000548 1987 'X .000247
1983 16:( .000438 191111a1991 IIi( .000301
1984 IU .000301 1992 'X .000247
19115 In .000356 1993al994 ]X .000192
19116 10~ .000274 1995* 1997 'X .000Z47
-alntlr..t I. celculet'd a. follow'l
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
...aAny Notice Is.u.d aUlr the tax blco.,. d.llnquent will r.flect an Int.r..t calculation to flft..n CIS) day.
blyond thl date 0' the a.......nt. If paY'.nt I. .ade afte,. thl Int.r..t co.putatlon date shown on the
Notice, additional Int.r.st lU.t b. calculatld.
...
,
\