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PETITION HUt 1'lWnATE :lull CHANT OF LETTEI{S
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I'hl' P"'lilltlll III ,hl' 1I1Ilh:I'I.~llnt Il"I'"'l'IIIlII\' Il'l1ll""'III, 111011:
YIUIl !l"'liliolll'rt\.. \\110" ;IIl' Il'i ~l';II'" 01 i1!!"' III nld!"', alllhl' l'\\.'l,:ul or
illlh,' la'l II ill III 11\\' :110", " <I.',,'<lelll. <lalnl Harch 15. 1976
and \:odh:ilf\) d,lll'd nonc
_. namcd
..,'___.II}_'_
F. NORl-l^N HUNTER
_ISABELLE HUNTER
died Janunrv l~, 1990
died Jnnuary" 12 1992
1'1.111' r\'k~.11l1 ,1IlUIl1Q,IIIH". \',V Illllllhl.llrlln. ,k,lth ,.1 \"r_llltll. I'h",)
tk,'CI\<lelll II:" <llIl1\i,ik<l:1I <le:llh 11\ CumberJ.and ('UIIIIIY. I'clIlI'yl\,:llIi:l. with
I,Ler 1:1'1 f:lll1ily UI p,ill,ipal ,,',idell,e al 552 nop,\olop~l Orive I
Hechanicsburg, I'A, Uppcr Allen Tottnsn1!1, ", ,-
\11""r,'rl.1111lllhl'r,Ill,11l11l11,11',1111\1
76 - tlnv!l 1996
Dl.'l,.'l,.'lllknl, 1111.'11 , \car.. \11 ;!!!l', dll'd " . _' __._______~~I 19___.
al. 552 DORI'100d, Drive, 'lechanicsburg, I'A
F\('\,'pl:.l" hllhn". dl.'l'l'lknl did lUll marry. \\a'lhlll.li\llh,'c,,'d ami did IlIll ha\~ a chilLI horn or adopled
.ther l'\"'I.'1I1iOIl of the \\ill olTCH,'lI for jllOhah:; \\;1'.. llol1hl' \il.:tirn 01 a Idlling ami wa't nc\'cr adjudicated
inl.'lllllpl'll'l1l: _____~_________.__
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111' d0111i....ih.'d ill p,l.) All I1c,,,oll:l1 prt1pl'll~
(If lUll domi..:ikd in Pa.) I'cl..ollal propClty ill PCIlII,yh.lI1ia
(1llHlllllllllkikd illl'a.) l'er'lHl;t1 prlJpcrly in ('tHIIlI~
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II III'KI-I'()KI'. l'elilill"e'I" ,e'l'e,'llull\ ,el/llc'Il" Ihe 1,,"h,lIe "' II," la'l will a"d codicil(,)
I'H....l'lI11:d 111.'11.'\\1111 and Ihl' ~ralll tll kill'" tc_s tnmcnt~ry. .w-._...._._.__
,f\"I.llll~'ll1,ll \, ,ldlll:l11'!1 ,111\'11 (.1.,1.; ,hhllllli~lrali\Hl \1.~.I\.~'.I.".1
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GARYL.JIUtITEr. ,______
8417 Ki1b.rnic-Courr
Dublin 011 4301-7-------
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OATil OF PEI~SONAI. REPIU:SENTATI\'E
('0:\1\10:'\\\'1-::\1.'1'11 OF l'I':i\i\SYI.\Ai\IA
(,Ol\TY OFCUIlIlER!.ANO" ._up
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II Ill' ,lI1d ~'\Hll'lo.'11H Ihl' hl',llllllIl' J..lllmkd~l' afld bl'lil" of 1'"'lilinlll'll\) alllllhat ", pl'r\unal n:prC\CIl-
l;tll\l'blllllhl' al1ml.' dl'~'I'i.kl1l Pl'liliOIlI',II" ,\III Ill'll alld Itldy :llll1l.!!'i'l~f e,I:lIC aceordin~ 10 la\\,
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hl'ltlll' lIh' 1111,' 10TH_, da~ III .......,-. ,_' --.f....---------~'~
7- Jf1. /t ,,//rAY /1_.}'JJIflP~,. GARY 1. HUNTER_,______, ~
Fltl'.,vO-'t.. f~...A::7/, IlJL[i.' "--<0 .---, "
l'l., S -.(,.lD MARY C. LEWIS /I"./lI,'r , ,.--,---- 2
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21 - 96 - 427
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. DccclIscd
DECIH:E OF ..IWnATE AND GHANT OF LETTEHS
ANIl NO\\' ____' __________' _u,___,__,_,I:1~~_.30 1l)._~6_, in <01\,idenlliol\ of Ihc pctition 01\
Ihe Ten'rs\.' side hcn:of. s.llbfactory proof ha\'in~ heen pn:'\clltcd hl'fmc me,
IT IS IlECltEED thiltthc il\,trllmcllt(') dincd._____llarch__l_S ,-Ul-7,('i
dc,crihcd thcrein h~ IIdmillcd III pf(lhlll~ IIl\d fiI~d (Jf r~cnrd '" thc 111\1 will of
__HAVA..E.._SHlTH- ,-,- --------
IInd Lctters ________.J:ESTMIENTARY---u--------
ar~ hcrchy granted 10 _,___ ________GARY._L ..JLUNTER.
--------------------------..-.-
FEES
I'robme. Lcllers. Etc:, ."""" $.--335.OJ]
Slum Ccrtificlllc,('t ) . , ' $ _J.f"QQ
RcnUll"I'atl'oll ~
x-page ....,,',..'.... .---j.OO
JCP - u___ -- $_ --5.00
TOTAL.., $___2.55.00
Filed.,.",. ,MAY, )0" .l~~6".",""'"
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MARY C. LEWIS
MURREL R. WALTERS III
"rt()R~.a.\' ISUp, ('(,1.1), N".I 0211849
S4 East Main Street
.lleehAni-csburg,-PA
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Letters and order put in attoneys file in Pro thy on 5-30-96.
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF tIEAUU. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
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LIIST WJLL IIND '1'1';:),l'Ar'll';N'I' OF \'IIIVA I':. ::r41 '1'1 I
I, WAVA E. [jMITII, 01' the Borough of' r,lech<Jnie:3burl~, County
01' Cumberland <Jnd ~;tatu 01' l'anncylvunia, hain/: 01' :;ound antI di:;-
posinr; mind, memory and underst<Jnding, do make, publish and de-
clare this my Last Will and 'l'estGllnent, hereby revoking and making
void any and all prior vn Ih~ by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the same can conveniently be done.
2.
I give, devise and bequeath all the rest, residue and remainder
of my estate, real, personal and mixed, whatsoever and wheresoever
the same may be situate, to my cousin, F. ner"'~n n"l'.b:.:r and his
~life, Ios13elle HunLcI, share and share alike, or to the survivor
of said tl'/O should either of them predecease me.
3.
In the event that both my selid cousin,
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. .......fm~~n ::uu~~(.r,
and
:L=;be,ll,,-thmt.er, his wife, should predecease me, then in such event,
I give, devise and bequeath my entire estate, of whatsoever nature
and wheresoever the same may be situate, to
Gary L. lIunter
g'll7 IO/.-{J/teNIt: COURT'
OvfJL.O/J ()Hle:>
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absolutely and unconditionally.
LII81'LY, 1 nominate, con~,LiLIlLe amI ap!Jl'int F_ ~! .
L..~.A :.;1.'
and his 11ife, Isabelle lIunLer, Co-Exe(;utors 01' this my La:;t \Hll
and Testament, Dnd in the evenL Lhey should be unable or unwillin~
to serve in such capacity for any reason, then I nominate, constitu\;e
and appoint Gary L. Hunter, Executor of this my Last Will and
-1-
21 - 96 - 427
REGISTEIl OF Wll.tS OF l:OUNTY
OATil OF SUnSl:IUIJING WITNESS
. "- ----- --- -----.------
._-----~._-.---._._._~-----. ------- ----------------- ---
codicil
le:lch) n sun, . ihiug wil/lcss 10 Ihe will ,"c"cllled h"lcwith. (,'adt) heiug dl qualificd according 10
Inw. dcpusels) nl say(s) Ih:II_____,.__,,_, .._.....h,_ _'__, preseut and snw
Ihe IcslnI ,sign 11It.,. 'lIIe and Ihal -___..h _______ ~__ ___ _____ .'tigllctl as a wilflc.',s ulthc
requcsl or lestal_ iu h___ C,cuce 1II111 (in II prc,curc or endl ulhcr) (iulhe pre"euce or Ihe
olher suhscribiug wilne,,,(cs)).
Swurn to ur nffirmcd aud suhscrihed hc' e
file Ihis ay or
19 _
(Namc)
Ill'Ri\ll'r
(Name)
(/lrlrlfl',U)
HEGISTEIl 0.' WIttS OF -emmr.RI.^Nn COUNTY
OATH OF NON-SUIISCIUlJlNG WITNESS
GARY L. HUNTER
(each). a subscribcr herein, (cnch) bciug dUly qunlificd :lccurding 10 Jaw, depmc(s) nud say(s) Ihal
he is rnmiliar with Ihe siguature or -1'AVA_~,,-StIlTH
lClrdlcIl
leslne trix or loue or Ihc .,uhscrihiug wilucS\cs 10) Ihc will presellled herewith lIud
l!illik
helieves Ihe signalUre uUlhet~\'11I is inlhe hnndwriling ur
.
Ihal
he
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to Ihe besl ur
his
kuowledge nud hclicf.
Sworn 10 or affirflled nud suhscribcd hcrore
file Ihis /J, (/J ~~? - fj; da96'~ .
7'/Ji:-::: _ ifl.UIV~'_'
'1'7JtY C. LEWIS 1I1'~i.""1
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8417
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21 - 96 - 427
HEGISTEH (W WILLS OF C1JtlllEHLAlm COUNTY
OATH or sunSCIUUlN(; WITNESS
J. Robert Stnuffer
((,dicil
lench) a subscribing wilness to the lI'ill pre,cntcd hcrcII'ilh, (cach) bcing duly l(ulllil1ed IIccording to
law, deposcls) IInd sa)'(s) that he lias present and saw
lVav:l E .-BoLth
the testatr; x , signlhe same and Ihlll he signed as a wilness atlhe
requcst of teslat..rix.. in h~ prcsencc m~d (in Ihe prc~\ nce or~'lch othcr) linlhe presence of the
othcr subscribing witnesslcs)). /' V'
/ / /)" /AA fA
Sworn 10 or affirJl1~'land su scribc ~)cforc '. ~ C!l1t. vv~ ~
t ~(l 0 ert Stau "er
me this , - dllY of II~' ltC)
19 q IJ l1ain & Market St e
- "'MCC11amcSbu1\\~dr~~
Nolan<!J Seal
MurreiI R Walers III, Nolary Plbic e}:i.<ter
MecI1anCsbu'9 Ebo, Cumbe<1and CoonIy
My ComIl1oSSlOn Expo... M.Iltl3. 1997
(Name)
(Ac/c/ress)
REGISTER OF WILLS 01: COUNTY
OATH OF NON-SUBSCRIBING WITNESS
, lcnch) bcing duly qUlllificd IIccord' 10 IIIII', deposcls) and say(s) that
familillr lI'ilh Ihc signll
testat_ of lonc of the
the presented hercwith and
codicil
'es Ihe signalure on thc 1I'i11 is in the handwriling of
Ihal
to the best of
Sworn 10 or nffirmed IInd
me Ihis
,bscribcd before
dny of
19_
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(Name)
(Ac/dress)
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CERTIFICATION Or IlOTICE UN[)F.H-.!l.I,I\~~W,
r S:;0r
Name of Decedent: tilt ,/ t{
Date of Death: :> y " <-
Will No. t qc, & '( ) '(
To the Register:
Admin. N'J.
71
Cj' c,.. "-( L.. 7
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
th~ following beneficiaries of the above-captioned estate on
':)' J.) 'c ~>
Name
G\l1 -f l..
f/""nl-"F,!
Address
~.( I -I fCt'- dl (2,<.11"" c.... .;A /
,tJ .' :5 '- . .'V t:') I Y ~ '!> ~") I '/
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:
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Signature
Name fi( t/?Z/:':'t'{, L-~/ 11 L (E"IZ )
Address 5 l.( ,::.". ,<-'.1, .1./
,J'( LC,- {o{ ,( .-,1 ( C 56" t? {.
Telephone ( -~ I 7 " 9 7 ~ r" )'-LJ
Capacity:
Personal Representative
X Counsel fOl' personal
representative
20. If Line 19 is greater than line 18. enler Ihe difference on Line 20. This is the OVERPAYMENT.
S D ....:r,n!tliI'U'.I......l'..!l.. ~ cI.I'1 ,j.Uhl: ...I,II'r.r.Ir.'I.'jolll..1.'.I.Jj ~'j ul,1I1
21. If line 18 is grealer thon line 19. enter the difference on line 21. 1his is the TAX DUE.
A. Enler the interest on the balance due on line 21 A.
8. Enler the tal'll of line 21 and 21A on line 218. Thi, is Ihe BALANCE DUE.
Make Check Payabl. 10: R.glst.r 0' Will,. Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penalties of perjury. I declare that I hove examined this relur", including occompon}'ing "nodule, and ,'olementl, ond 10 the be,' of my knowledge and belief.
it is Irue, correct and complete. I declare thaI all reol estate hot been reported ollrue market value. Oeclaration of preparer olher Than Ihe perlonal repu"enlalive il
bOled an all informaTion of w' preparer ha, any ~nowledge.
"~,,p , '''"G .-"u,..----.000",-------'84 i7u~Kinll~-nrc-ucourt----- D/~..0;;r6
"JIli, , . Gar'l,L ._,Hunter ,DublJ.n. ,,0 hJ.o 43DIL__~,_ ,,_~_L,____,______
!.1C;~jA f Hlf N ~'l AOOQ( ~~ OAlt
r/J/I -- ,-' c-!'h~E~el R. Halters, lII,I~~l1, ,,, ir 4-_
---- '''{;V,--- ,-, 54 East 11ain Street
MechanicsburR, PA
REV. UOO u. {1.Q.a1
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i fOR DAlIS Of DIATH AnlR 12/31191 CHICK HIRI
If A SPOUSAL
POVIRTY CRIDn IS CLAIMID I ]
fill NUMBIR
~~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
NUMBER
L( l. 7
q~
YEAR
-.I. (
COUN1Y CODE
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COMMONWEAlTlt Of PENNSYlVANIA
DEPARTMENT Of REVENU(
DEPT 280601
HAI!A15IURG. PA '1128-0bO~
D(CEDWT'!. NAME 11.\1. 11I1!.1. At~O MIDDlE INltlA11
SMITH, Hava E.
'oc~'~~C~~'~~;'~~17 r;:/~v~i~' ~r~f;_;'!'~ -,
,,, ""'"'''' "..",""\000'"' ..... '"'' .". '"o~:::.J:':_ "CU:~':M'"
rn 1. OriginDI Return [] 2. Supplemental Relurn
o 4. limiled Ellale 0 40. Future InleunT Compromiifl
(for dolel of dealh after 12.12.821
ex 6. Oecedenl Died Teltate [J 7. Decedent Maintained 0 living Tru,'
(Allach copy 01 Willi (Alloch copy of Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
17055
lJl(l(Jltil!. (O"""t111 A(l(lll(!l\
552 DUI\WUUII Drive
1,lechanicsburr" I'A
CO"", Cumbet'land
, J .M:~"~lCiO,'D""I""iUC"O"~-
!] 3, Remo;nder Relurn
(for dotes of dealh prior to 12.13.821
[J 5. Federal Estate Toll. ReTurn Required
_ 8. Tolal Number of Safe Oepo,il Boxes
...
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COMPl(1( MAll1P~(i AODII(\\
NAME
III Esq.
54 East Main Street
Mcchanicsburg, DA 17055
( 1),____,____,-ull__,___,__
(21 ____ -0-
(31 ____--=-~=-----
(41 _,_,_',_'__=_ -
(5)_1?J.1347.13
-0-
(61 '--"-'--0------
(7) - - -------
Murrel R. Halters
UlfPHON( NUMBU
697-4650
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1, Real ElIo'e (Schedule A)
2, Slack. and Bond. (Schedulo BI
3. Closely Held Slock/Portnenhip Intere" (Schedule q
4. Mortga9" and Notes Receivable (Schedule 0)
S. Cosh, Bank Deposits & Mileelloneous Personal Property
(Schodulo E)
6. Jointly Owned Property (Schedule F)
7. Tron"o" (Schodulo GI (Schedule L)
a. Total Gran Ane" (10101 lines 1.7)
9. Funeral Expenses, Admini,tralive CoilS. Miscellaneous
Expenses (Schedule H)
10. Debh. Mortgage liabilities. liens (Schedule I)
11. Tolal Oeductio", (lolallines 9 & 10)
12. Nel Value 0' EUole (line 8 minus line 11)
13. Charitable and Governmental Beque'" (Schedule J)
14. Nel Value Subiecllo Tall (line 12 minu, line 131
IS. Spousal Tronslen (for dales of dealh after 6.30.94)
See In,tructions for Ar,plicoble Percentage on Revene
Side. (Include values rom Schedule K or Schedule M.)
16. Amounl of line 14 tallloble aT 6% role
(Include values from Schedule K or Schedule M.)
17. Amount of line 14 laxable at 15% role
(Include values from Schedule K or Schedule M.I
18. Principal lox due (Add lax from line, 15, 16 and 17.)
19. CrediU Spou,ol Poverty Credit Prior Paymenls
+ ------ +
(lQI
(201
(B 1
151,347,13
(QI _~-,~J8. 98
489.09
(101,-,-----
(II) 10,3c)8.07
(12) _~_~, 039. Oil
(13) -0-
(14) 141,039.06
(IS)
~___."___--_-____-_ x. _.__=
__.____x
06 =
(161 --'-- -,-,---'
1171 u1.4t,Q39,OLn
--_x
.15 = ,___ n,l~5.8_L__
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---------~~---
DiscounT
lnlerelt
1211 ' __ _,__nu_" ---,---,-
(21A) __ ,__ ___, _,___n, ----
121B) ___u21,J.25"Il~L_-,
Act #48 of 1994 provides for Ihe reduction of Ihe lOll ralulmposed on Ihe nel value of Iransfers 10 or for
Ihe use of Ihe spouse. The roles as prescribed by Ihe slolule will be:
. 3% (.03) will be applicable for eslales of decedents dying on or afler 7/1/94 and bofo,e 1/1/96
. 2% (.02) will be applicable for eslales of decedents dying on or after 1/1/96 and before 1/1/97
. 1% (.01) will be applicable for eslales of decedents dying on or after 1/1/97 and before 1/1/98
. Spousal transfers occurring on or after 1/1/98 will be Ollempt from inherllance tall.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES_ Ji~
1. Did decedent make 0 transfer and:
x
a. retain the use or income of the property translerred, .......................................................
x
b. retain the right to designate who shall use the property translerred or its income, ...............
c. retain a reversionary interest; or ...................................................................................
x
d. receive the promise lor Iile 01 either payments, benelits or careV .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer properly without receiving adequate cansiderationV If death occurred aher
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate considerationV................................................................. ...... .................... ........
x
x
3. Did decedent own an 'in trust lor' bank account at his or her deathL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
. .J
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II.
FINANCIAL
ADVISORS
^n1\'flcalll:lIpln~ Flnanel.,! Ad\lI'Jol~' lilt.
^l1v.uu.td rl.lIl11m Group
5'!1I1m rln.lIu;l.lI ^dvl~or
\Vc!I...r.'~ (;"'11("
4Ce ~ lrot'.IJ!(' n\)/lO
CCil"P It~_ P,n.'tj'.:lr'4 pell
John A, Denkovlell Jr., crp
"dJT1!;\,."(1 ~ JM11 0101 P
!:\.'r 1,)' r:tf\.l'\:':JI f.~(GO'
13....3 t711) '6t.,t2<JB
r,~, (711, 76~ flB2
Scptelllber 26, 1996
r-.fr. Murre( R. Waltets, III
Attorney at Law
54 East Main Streel
Mechanicsburg, P A 17055-3851
FAX # G97-9J95
Re: Wava E, Smith
Dear MUllel:
The following is the information you requested 011 Wava's accoullt as May 8, J 99G:
Jllll11e~lale Anl1l1it~
#9310-2495844 5004
pWI1J!,rl Al1l1l1i!.!lllt
W.wa E. Sl11ilh
Value ~_Lof ~/8/9G
$2,783.97
for e.llllte tll.1: J""1,(}ses o"f)'
Gary L. HUl1ter will cOlllinue to reccive paYlIlcnts as provided in the contract as hcr lIallled
beneliciary.
Sincerely,
~ -II
.~t-{
~n A. Ucnkovich, Jr.
JAB/lck
. .
1'.111.11 tUJl
jt'tll-28-1 '~UU 1.1: l~.'/
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. 111\1 \111"11 Il.h , 1'\ '"dli"1
PNCJBANK
Tax Service Center
~vo PNC plaza 33rd fIr
pittsburgh PA 15222
1_600-762-1775 #3
June 1'1, 1996
Murre1 R walters III
54 E ~lain St
Mechanicsburg PA 17055
BE: Estate of WQVQ E Smith Decd
05-06-96
All ten certificates al'e in \~,\V~ !-: SlIIith'n lIalllO only
121001014732
$1,025.23 + $6.39 accrued int Estab. 09-06-95
$1,02~.23 I $1l.39 accrll~d int Estab. 09-06-95
$45,500.00 + $177.90 accrued int Estab. 09-11-95
$1,SlB.36 + $12.81 accrued int Estab. 12-04-95
$29,000.00 + $6.05 accrued int Estab. 01-06-96
$5,000.00 + $10.41 accrued int Estab. 01-23-96
$5,000.00 + $20.91 accrued int Estab. 04-10.,96
$10,000.00 + $31.73 accrued int Estab. 04-17-96
$19,000.00 + $20.79 accrued int Estab. 04-01-96
$11,000.00 + $4.76 accrued int Estab. 04-05-96
021001014733
121001015264
131000020444
131700023308
131600025221
#31400033859
#31600034726
#316110032526
#31500033308
Checking
Estab. 01-16-87
#5070092118
\'lava F. slni t.h
COD \la1
$615.63 + $ .65 accrued int
Savings
Estab. 01-10-83
#5030120196
Wava E Smith
\lOO Sal
$4,447.34 I $7.94 accrued int
"v',"I..I'''j
,
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SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
~r".h\)"
.: ~;11;;"
COMMONWfAUt4 Of p[tm!lvr'AHlA
IUH[RlTANC.f lA. R(TURt~
R[SIDfNI DECfDWl
--- ---.--.---.-..-----
ESTATE OF
ITEM
NUMBER
A.
! Ploa.o P,lnlar Typo
FilE NUMBER
Hava E. Smith
, "J
21-96-427
----"-1'- ,
,
DESCRIPTION
1.
Funoral Expon.e..
Myers Funeral Home, Mechanicsburp" PA
Gin~rich Memorials - engraving
2.
I
B. Admlnl.trativo co.ts:
4.
C.
1.
2.
3.
4.
5.
6,
7.
8.
1.
Personal Representative Commissions
Sociol Security Number of Personol Represonlotive: ____._,_,u__, -----.
Year Commissions paid __ ___
2.
: Attorney Fees - Murrel R. Ivalters, III, Esquire
I
3,
Fomily Exemplion
Cloimont .__,
Relationship ___,__,__ .___
Address of Claimanl 01 decodont's death
Street Address
City
__,_____Stale _____ Zip Code,_______
Probate Fees
MI.cellanoou. Expon.o..
Cumberland Law Journal - estate notice publication
Patriot Ne\vs - estate notice oublication
Garv L. Hunter - reimbursement for motel biBs Ivhen
in Mechanicsburg area for funeral arrangements
anrl estate arlministration
TOTAL (Also enler an line 9, Recapitulation)
(If moro .pace i. noodod, In.ort addltional.heel. of.ame .110.)
AMOUNT
6,241.00
145.00
renounced
2,530.00
400.00
60.00
170.56
272.42
5 9,818. qS
---...- .- ... .-. ,.-..
RECEIVED FROM:
146852 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I ACN
ASSESSMENT P:'I
CONTROL ~
NUMBER
,.~
D NO. AA
11\1.1162111'-941
a
AMOUNT
MURR~L R WALTERS III ESQ
101
~~ltlJ:J.t:5b
54 EAST MAIN STREET
MECHANICSBURG, PA
17055
'OtOHUf
I
I
, 'OtD HUE
ESTATE INFORMATION:
II:t filE NUMBER
~ 2 I - I 996-0427
!:'I NAME OF DECEDENT (LAST]
~ SM ITH WAVA E
II DATE Of PAYMENT
EI POSTMARK TE
COUNTY
5SN 195--16-3547
(fiRST] (MI)
CUMBERLAND
DATE OF DEATH
..
m TOTAL AMOUNT PAID
$21 .155.86
SK
REMARKS
MURREL R WALTERS 111 ESQ
REGISTER OF WILLS
\.
RECEIVED BY j "' j( w '
,~GN'TUE. ,t
MARY C. LE~l S _! I ./,1 F-":r
REGISTER OF WILLS
SEAL
CHECKll NONE
--- .....-~.....__.
.
-- . - . ,..--' .-
'.---
'-
-..-"""",~. ~ 4~-_T *"'?:.
/.:)-/0:,' - "
BUREAU OF INDIVIDUAL TAXES
INt:AITAHCE TAX DIVISION
Dl.JIT. ZID6DI
HARRISBURG. PA 17111-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHEKT, AllOWANCE DR DISAllOWANCE
OF DEDUCTIONS AND ASSESSHEKT OF TAX
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
II I ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17055
01-28-97
SMITH
05-08-96
21 96-0427
CUMBERLAND
101
Allount H..Hted
( '-
*'
"'.1"'11 ".111."1
WAVA
E
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 ~
iIEv:E;ejj-Eif-AFP-in-:9&Y-Noi''fcE--ciF--iNHEiiiiiiiicE-''fAx-A-ppj'liiisEHENr-,--ALDiwANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH WAVA E FILE NO. 21 96-0427 ACN 101 DATE 01-28-97
TAX RETURN WAS I I X I ACCEPTED AS FILED
I ) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 at Spous.l rat. (IS)
16. A.ount of line 14 taxable at lin..I/CI... A rat. (16)
17. A~t of Lin. 14 t~abl. at Collat.raI/CI... 8 rat. (11)
18. PrincIpal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedula A) (1)
2. stock. and Bonds (Sch.dula OJ (2)
3. Closely Hald stock/Partnership lnt.r..t (Schedula C) (3)
4. Hortgag..IHot.. Rac.ivabl. (Schedule DJ (4)
S. C.sh/Bank Deposita/Hisc. Parsonal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expens.s/Ad.. Cosh/Hhc. Expens.s (Schedule HJ (9)
10. Debts/Hortgage Liabilitie./Liens ISch.dule I) (10)
11. Total Deductions
12. H.t Valu. of Tax Return
13. Charitable/Govern..nt.l Beque.t. (Sch.dule JJ
14. N.t Value of Est.t. Subject to Ta.
NOTE:
TAX CREDITS:
PAYHEKT
DATE
10-21-96
RECEIPT
HUHBER
AA146852
DISCOUNT (+,
INTEREST (-,
.00
.00
.00
.00
.00
151.347.13
.00
.00
IDI
9,818.98
489.09
1111
U21
U31
U41
.00 X .00=
.00 X .06=
141.039.06 X .15=
UDI
Al10UKT PAID
21,155.86
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subeit the upper portion
of this for. with your
tax pay".nt.
151.347.13
10.308 07
141.039.06
.00
141. 039.06
will
.00
.00
21,155.86
21.155.86
21,155.86
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDHAl INTEREST.
I IF TOTAL DUE IS lESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.I
Fi""
11,
C,
I',
'91 J/lil Lt1 f'l '08
CIL
Cur,
"
,'c\
RESERVATION I [,tit.. af d.cedent. dvlng on a~ before Dec..o.r 12, 1'8Z -- If any lutur. Int.t..t In the ..tet. 1. ttan"'tr~
In po.....lon or ~JOy-.nt to Cl... a (colllt,ra.) ben.'lclerJ.. of t~ dec~t a't.r the IkPlr.tlon of any I.t.t. for
11'. or for v..r., the Co-.onw.llth hereby Ixpr...ly t...tVI, the right to appral.. and ...... tran".r Inheritance T....
It the llwful Cl,., a Ceolle'eral) t.t. on any such future lnt.r..t.
PIJRPOSf; OF
NOTlCEt
To fulfill the r~lr--.nt. 0' Section 21'0 0' the Inheritance and Elt,., Tax Act, Act Zt of 1991. 72 P.S.
Section 2140.
PAYHENTr
Detach the top portion 0' thIs Hatlce and lutHllt w1th your plly.."t to U.. Rlght,r 0' Willi Pl"lntld on the t.v.r.. .tdtl.
"Hah check or ltC)Ny order plyabl. tal REGISTER OF HILLS, AGENT
All ply.ent. received 'hall flt,t b, applied to any Int.r..t which '.y b. due with any r...lnd.r appll.d to the t...
REFl.Im (CR) ~
A refund of a to crlldlt, which wa. not r~"ed on thtl Tax R.turn, ..y be reque.ted by co.pl.tlng en "AppllClltlon
'or R.fund of Penn,ylvanla Inherltenc. end E.tat. T.... (REV-1l1J). App1Ic.tlon. .ra .v.118b1. at the Offlc.
of the Regl.t.r of Will., eny of the ZJ R.venu. Ol.trlct Offlc.., or by c.111ng thtl specl.1 Z4-hour
en~rlng ..rvlc. nueb8r. for far.. orderlngr In Penn'Ylvanl. l-100-36ZaZ050, out. Ide Penn'Ylvenl. and
within loc.l Harrisburg .ra. e117) 787-aO~, JDDI (117) 77Z-2Z5Z (....rlng lap.lrlld Only).
OIJECTIOHSr
Any party In Int.r..t not ..tl.fled with the appral...ent, .llowenca or dl'allowanc. of deduction., or a"o...ent
of tax (Including dl.count Dr Int.r..t) a. shown on thl. Notlc. ~.t obj.ct within .Ixty (60) day. of r.c.lpt of
thll Notice bYI
A,,"IN
ISTRATIVE
CORRECTIOHSr
"-written prot... to the PA Depart.."t of R.venue, loard of ~.h, Dept. Z110Zl, Harrisburg, PA 171ZI-lOZl, OR
--.Iactlon to hav. the ..ttar detar.11'Md at audit of the acCOlWlt of tha per'onel rlpr..ant.t1va, OR
--appaal to the Orphan.' Court.
Factual .rrar. dl.cov.red on thl. .......ant .hould be addra"ed In writing tor PA D.part..", of R.venue,
luraeu of Indlvlduel Tax.., ATTN, Po.t A......ant R.vl.w unit, Dept. 210601, Harrl.burg, PA 17121-0601
Phone (717) 717-6505. S.. page 5 of the bookl.t "In.tructlon. for Inherltanc. Tax R.turn for a R..ldant
Decedent.. (REVa1501J for an .xplanatlon of adalnl.tratlv.ly corractabl. .rror..
DISCOUNh
If any tax due I. paid within thr.. (J) calandar .onth. aft.r the dacadant". d.ath, . flv. p.rc.nt (5Z) dl.count of
the tax paid I. allowed.
PENALTYI
The In ta. ~.ty non-partlClp.tlon penalty II c~tlld on the to"l of thtl tu end Int.r... ......ed, and not
paid b.fora January II, 1996, the flr.t d.y a,tar the and of the ta. ~.ty period. Thl. nonapartlclpatlon
penalty I. app.alabl. In the .... aann.r and In the the 'a.8 tl.. p.rlOd .. YOU would appeal the ta. and Int.r..t
that h.a bean ......ed .. Indlcatad on thl. notlca.
INTEREST.
Int.r..t .. charged baglmlne with flr.t day of d.lInquency, or nine (9) .onth. and one (1) day frOll the det. of
dnth, to the d8t. of paYMnt. Tb.. which bac... d.lInquent before January I, 1982 bMr Int.r..t at the rat. 0'
.1Ic (6%) pareent PtIr at'II"II.oW calculatad .t . d811y rat. of .0OOIM. All taxa. which bee-. delinquent on and aft.r
January 1, 1912 will bear Int.r..t at a r.ta which will very 'rOIl c.lendar y..r to calandar y..r with that rata
announced by the PA Dep.rt.."t of R,venua. The app11cabla Int.r..t rat.. for 191Z through 1997 .r.1
!!!! Int.r..t Rllt. 0.1 Iv Inter..t Fecto,. !!!! Inter..t Rat. Oally Int.rut FlltCtor
1982 20X .OOOS4' 1987 'X .000247
1983 lOX .000434 19sa-I991 IIX .000301
t... IIX .000JOl .992 'X .000Z47
1915 UX .00OJS6 199J-I994 rl .000192
19" .'X .000Z7" 1995-1991 OX .000Z47
--Int.r..t .. caltul.tad .. folJow.r
INTEREST = BALANCE OF TAX UNPAIO X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. luued aft.r the ... bac:0IIa. delinquent will r.llact an Int.rut caltuhtlon to flft.." US) d.y.
beyond the d.t. a' the ......went. If p.Y88nt I. aade aft.r the Int.r..t coaputatlon data shown on the
Notlc., adclltlonel Inter..t au.t be ealtuhtad.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: {L/ ,1.',1 [
Date of Death: 5 1 4 (,
Will No.
JIlt ('-If
, ,/-, 7
d . 'J I If, I.' ,I
A mln. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State ~pether administration of the estate is complete:
Yes x.. 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. I is Yes, state the following:
a. Did the personal repxesentative file a final
account with the Court? Yes No I( .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative stere an
account informally to the parties in interest? Yes No
/'
d. Copies of receipts, re eases, jOinde~s a d
approvals of formal or informal acco~t marb f/f')ed wit the
Cerk of the Orphans' Court and may b / tache \fj.his/r port.
,I //" Il/
/~, ;J (, . ,t:i/' If.{ (. ~ t -
Date: (t"
c, '" ~ " Signat.ure
:-"
Ill. 12(( U t..~i A Lit' /< r
Name (Please type or print)
.{ .Il, "IAI"/ I'lt'c./I" ,tk5j.;4C.
Address
G
~,
-~
:;
"
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ala:
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Counsel for personal
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