HomeMy WebLinkAbout96-00449
.
~
~
~
\
.....
o
CI)
a
1ft
LU
~
.
o
Z
/:\tllt., III ~\~l<'X~\I!i..""'\.
"/l~A"o"'1l (1\ r- _U _ ~ _
..'-""3d . \\~~\u. .
~---- <J . _ _ __ _ . /)('('('II.wd.
SII<'i1l1 S..('"rity Nil. /:/6 -.,:1J...:. (, 8.8.3. ...._..
PETITION Hm PHonATE and GI~ANT (W LETTEHS
C' \~~\<.<l No. _.~I~.gl.o~~
'Ill:
Ilegi'le, of Wilh for Ihe
ClllIlIl)" of 0 CUMBERLAND in Ihe
COlllmolllleallh of "el1l1s)"lv:mia
rhl' PClilion of the IIlHkl\if!IH.'d Il"pl'l'lftllly n'prl'\l'lll.'l that:
,
Your pClitiom'r(\). who j,iarc IN yc:ap., of i1!!l' or older ;!lIlhe C-'Cl'lILlJ..u~
il1lh,'la'l lIill of Ih,' abo'e d,',','delll, daled ._...<t.L.UvU--J'/ I
and eodkil(,) daled?...... ..._ ..........
named
. 19-ZL-
---..-.- .-- -_._----_.-.__._---_._----~------
--. .---.-___... .~.___~m__.._ ______.____._
'.'..----.-., ----- -------.._.-.... --.-- ----.----------
l'l;lIl' rdl'\,1IJ1 \.ir~.llIl1'I;IIh:!.". l'.~. h.llllll~.lalillll. \k;uh Ull"I,.'(lIlnr,l'IL",1
l>e~elllkl1l'''1\ ,hl/lIidkd. al.dealh hI.. &.,....k..lcu,.J nO _ , ('Olll1ly, "e~msylvania. wilh .
1Ul.\.-..... la" lal1l1~ 0' l"m~II".~1 'e,'"kn~~ a~~~~~..:: ~;.:~ ~l"-'I""L+"-~
J~J>~...u.;:;tl..L.t-,~a..~).':\A.-.'.7o.t.3._.Ls~ I
\ I 0 Ih~1 "'lll'~'1.1Il111lhcr ;IIHllIIlllh:II',llll~1
J}e~end~III, Ihel1 -r3. .:1......_. ,)'ea" of ,.,ge. died n..9,LJ<>ls.:,.-J.. . 19 'ho .
al..~w"S.uu~.~~......~ }., ~.~...JlA,V>4 ,
E\~el'l '" rol""", d~",'delll did 'IN lI1arr)', '"'' 1101 dim,ced alld did 1101 h, ve a ehild born 0' adopled
afte, C\e~lllioll of Ihe will offe,ed ro, I'",b,"e: wa, 1I01lhe viclim of a killillg alld was l1eve, adjudicated
ill~lllll""lelll: -11.0____.
Ikl'l'l1dl'l1l al dealh u\\l1cd properly wilh c'timalcd \'ahH." a\ follo\\,:
IIf domid,",1 ill ":1.) 0\11 "e""lIal properl)'
(Ir 1101 dnmidkd ill "a,) "e''I1I1:I1 properl)' ill "elll1\)'I\allia
(It 1101 domid""l ill "a.) "e"nllal properl)' ill ('OUIlI)'
\'alth..' \)1' f'l'all.'\lilll' in Pl'IIIl\,I\'ania
,i1ual,'d a, rollo",; ..II/A..: ..""..n"._..
L:p
s
s
f71J ~n& r\t")
..
~ -"._..~ -.-.-- - - . - ___'_'__n__ ~____u_______.__
._-~.._.._--_._--_.._----- ----
\\ III:RI:HIRE, pelilinlle,,,, ,e'peclfull)' ,elJue'II') Ihe proh,"e of Ihe lasl will and codicil(5)
pre"'III~d hel"" ilh :lI1d 111l' g,alll or klle" >.u.."<ax"'~nn
, Ill"l.ll11l'II~H\; ;u.JlIlllliqraIHII1 ..:.1.:1.; illlminj"'lriuinn d,h.n.t.l.a.)
Ilh.'IOII.
I
,
4>()Jt.\,Qj>.(L _ <Ka~ .h.
..,-
.. -
- 0
~::
~.~
n .n.. __.. ... _...-; ,n ".n_
~7() s.~.............~.~ ....
~(v.,)~~ ~'-:J."" ....~.-
c
i'
_.._.__.__n. ___,_.__ .. .,._,_____ _ ._~_______...__
". ---_. .-.. ..... - -- ....-.-..... -' ------
OATIl or PEnSONAL HEPlmSENTATIVE
COM\IO:\WEAI.TII OF I'EI\:\S\'I.\'AiliIA !::;s
COl' :'liT\' OF _..._CUl1B.EBLl\tfL f
rhl' !1l'liliollCI(Q ahllH'-nal11l'd \\\l'ar(,) m "Hirl1l(,) 111m the 'lilll'IIIl'I1I' in the foregoing pelilion arc
Iruc ,!I HI ~onl".'llo IIIl' hl"1 or Ihl' ~IHl\\Il'dg~ ill1d h~lil'l'llf pl'lilioner(') ilnd 111m a\ personal represen.
lali\l'....lllllhl. ahuH' ~kl.l.~klll (1l'liliolll'l(') will \\l'Il and truly admini'lcr Ih~ C~lalC according lo la\\',
S\\tlllI I.' 0' allilll.led ag~. '"I""'i.h"" 4 :tn.. ,.....\.",.;. '-<1-.~. .
herltll' IIh' Ih,.. ... '. .H. da\ 01 .... .. '..
I ()l n;'~~~~/i~~.(~tfq '9:li.~~~_~.~~=~.
'"
;0'
::
.,
;;
;;J
~
N 21 - 96 - 449
o.
Estutc 01'
MAllGIIRET 0 IIICKS
, Dcccuscd
DECREE (W PROIlATE AND GRANT 01: LETTERS
AND NOW JUNE ._~___ 19..26__. in cunsil!cration of the pelition on
the rc\'cr!tc side hereof, satbfaClOry proof having hccn presented hefore Ole,
IT IS DECREED thatthc inSlrlllllent(s) l!atel!___ JUNE 19, 1995
l!eseribel!lherein he al!llIillel!tu I'rnbate anl! filcl! of recorl! as the las( will of
MIIRG8REI-D-HlrK5----
TFSIAMEIlIAIU'
BARBARA ROSS
and Lellers
arc hereby grantel!to
'~rJ~' {!} ~fu
. I . L7J1U_ '1J7 'Yf~ .
Rc~i\l" of Cill' g
v MARY C. LEWIS
FEES
Probate. Lellers. Etc. .........
Shorl Certiftcates( 3) ..........
R'X'~\l'~~Ji~n ................
JCP
115..00.
9.00_
"nORNEY (Sur. 0. LD. No.)
Filed
s
s
s
S 9. O(f
-s-;-OO
TOTAL _ S-l3~.OO
. . , . . . . JUNE. 7.,. .1996 . . . . . . . . . . . . .
PIIONE
ADDRESS
I.J .~~
;---
-r!
c-"
~:i
4J<."'(
'-I r_
.J
Lf'I
I
-
:5
--.J
.'
~
u ('
~)n.
ci:-
'0
?'
.lIC
-::>
UU
Mailed letters and order to Executrix on 6-7-96
21 - 96 - 449
I"
,.....
- <;:! t:'~
0 ;g
c. ,'Q-
C'
,J ;~; g (
.- f)
, lrt . ..)
I '.'~~
(, ~
~ -
v ;:i-j
0 C) E
wa: (?,
0: . ' .f!~
UU
,.,-.-
2~ ~ :o~
3 '1, \T'Q
(1 -. (~.', '-~
r. '1 ~ ~.. \,-:
,-, ,
t1., ~ \..
C J, C t~'
r,'". ~.~. .
- ,
() .:-) "1J ::-:!t')
- u;
<) 0
"1)C },;. -
;P;:l. .....
III
'"
'"
11I o-l
'd :.:
u ~
H
:>::
. ""'-
........ 0
r...
0 Eo< Ql
~ l::
:l
t']
Cl
II': ..
~ Q
~
~
Q
,
~
,
.
..
,
ARTICLE V
The Personal Representatives named in this Will and her successor and
anyone serving in her stead, shall be govemcd by the applicable provisions of
the Florida Statutes that are not in conflict with this instrument, and shall have
all additional powers and protections !,'l"anted by statutes of the State of
Florida that are not in conflict with this Will.
ARTICLE VI
I hereby nominate, constitute and appoint my daughter, BARBARA
ROSS, as Personal Representative of my estate. Should BARBARA ROSS
predecease me or fail or refuse to serve for any reason as my Personal
Representative, then I nominate, constitute and appoint my daughter,
ELIZABETH HAWKINS, as such Personal Representative.
I direct that neither of my said daughters shalI be required to furnish
bond. I direct that my Personal Representative, named herein, shalI have the
power to sell, lease, mortgage, hypothecate, invest, reinvest, manage, control
and in any way use and deliver at any time all of my property of my estate,
including but not limited to stocks, bonds and other securities, and to make
distribution to any Beneficiary in kind or in cash, to or for the benefit of a
Beneficiary, even though he or she is a minor, as my Personal Representative,
in her sole discretion, may deem best, without application to any court for
leave or confinnation.
IN WITNESS WHEREOF, I, MARGARET O. HICKS, have to this
my Last Will and Testament, hereunto set my hand r/tteal and signed the
preceding page on the bottom thereof, this day I. of June, 1995, at
Jupiter, in the County of Palm Beach, State of Florida, in the presence of two
subscribing witnesses whose names are subscribed to the certificate
thereunder.
2
" ,
. .
Said MARGARET O. HICKS, signed, scaled, published and declared
the foregoing instrument to be her Last Will and Testament on this.({zt day
of June, 1995, in the presence of each of the undersigned witnesses and at the
same time and place the undersigned witnesses, in the presence of each other
and in the presence of MARGARET O. HICKS, and at her special instance
and request, signed the same as attesting witnesses.
. of a~t\~. I;l~' ~~,.".,,..l C\r.
"1?.,l~ R\. ("J......., '":.\0 c'1:N/O
~ t..l~ of_I'So2.- CMlokoll)t' Circle
,Jvpitut f:L 33'f77
STATE OF FLORIDA )
) KNOW ALL MEN BY THESE PRESENTS THAT:
COUNTY OF PALM BEACH )
We, M~GARET O. HICKS, JEANNE
5;E C~,;Yffl FP , the Testatrix and
M. MOULDER and
witnesses respectively,
whose names are signed to the attached or foregoing instrument, being first
duly sworn, do hereby declare to the undersigned officer that the Testatrix
signed the instrument as her Last Will and that she signed voluntarily and that
each in the presence of each other signed the Will as a witness and that to the
best of the knowllldge of each witness, the Testatrix was at that time eighteen
(18) years or more of age, of sound mind and under no constraint or undue
influence.
..L-
Witness
3
. .
.
,
.
.
SUBSCRIBED, SWORN TO AND ACKNOWLEDGED before me
by MARGARET 0, I-liCKS, JEANNE M. MOULDER and
~ iF ~ /Y' /T' I F P ,the Testatrix wId witnesses, respectively,
who are personally known to me and who took an oath on this 19 ~day of
June, 1995.
~~?~/
Charles R.L. White
Commission #CC 223078
Notary Public
State of Florida at Large
My Commission Expires:
,".~~',~f.... OFF1C~.\L SEAL
. '., . ,', '0 III II
....,:>' ":. I, C' ,}II::"> R. L. -., 1 8
I \n....,-'.." 1 .
_V.(f" ',! : r.~y Cor,Hlil~slon Exp ro
~ "~'", 1;.: I\UC. 23, 1996
.... ">....\',:i~~' ~/ Comm. No. CC 223078
".~Cf,\lJ...
.....,..
4
r;:
-
CERTIF1CATION Of IIOTICE UNIJEIl 1ll!.!'!';_2~(EJ.
Name of Decedent:
'"'Y'n I'a" ^^"....i-
,
~ /9%
J
('y \.I.ic).v, J
Date of Death:-{II""'_
Will No. /'f'tt.. Of) 'f 1{'1
Admin. N,). 1.1'11.' 0'1'19
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Hules was served on or mailed to
the following beneficiaries of the above-captioned estate on
<(.L.LMD I~ 1<1<11"
Name
Address
-1J .~()...\'."",> 1. f~^,,~~.)
/7R31 F ~ (I,,).D~.LA..
~.. ~..+.... ) i-\J'L '3,~ ~~- 8
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:')I.... 1'1 19~"
L J
~~l\U\ "~
Signature
"<I" .;~ ~'i~
0 ~' "
on
c:
, ~
~
~
::s
--,
~ ..
\~ct: '-lJ '-
a: p, ..:..;'~ :.1
UU
Name.3Mho.YtI., 1-\ 705S
Address '1.,nO S\t;~?e.N!; '04 KrJ
:K:~I!'.njLl~ 7B... /1:~o 7
,
Telephone17/'l1 36"~81/1..
Capacity: ./ Personal Representative
Counsel [nr personal
representative
~ I - I 'I (i Lr . J../ t-/ C(
Inventory of the roal and personal eslate of
"" (\ ~~~_cL_\'Liu~
__ deceased
_.~_._- .--
-.. .~_..----_._----~---_.~
. ..-, _=c r; I ;,OJ 70
? ~.,...... ~~ '/../'1&'
~l ~-~1~4""'~~~~ ~ 6'1
''', ;1.1/
.37 7~ ~ ~ k~ ~~ -1,"7?S,llOO s~ t
/~ 8f>'f 55
. @ ~!1', ",,-
i
4? 14F\\'1' ~ ~..7\.<)i~ ,~ ~~k I
,
"
r,.'NM~ 'l- 'Ll,~.~~ Fu.....-d - 7t.IJ./'J5 ~ ~"'/~ ~o I "', 2..50 7y
I
-7 \~.f~ 'I
~, ~. ~Oo..,.... t......d - ~ 'A
I ).I,.J 79 '(t,
3 J III 'I. 'f 10 ~~ ~ $t.. 'll'
I
I
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I.
J
ss:
.----..-.. --------..-.--...- ,-..-.. ---"-- ..
...0_----- ________
bolng duly . .___ according to law, doposos and soys that ho --------.- --
__....--.-.--..----. 01 tho Estato 01 -
lato 01 _. -.--'--- - -.., Cumborland County. Po., docoasod and that tho
within Is an invontory modo by ______..__...._..___...... --- - -----, tho said
01 tho ontiro ostato 01 soid docodent, consisting 01 all tho porsonal prop..ty and reol ostato, oxcopt r.al ostato ouhld.
the Commonwoalth 01 Ponnsylvania, and that tho li9uros opposito each it.m 01 the Invontory represent It's lair value
GS 01 the dato 01 doeedent's death.
and subscribed belore mo,
Executor. Admlnhlrltor
19
Addr."
1
I
,\
I
I
I
\
:1
Date 01 Death ---
D.y
Month
Vu,
INSTRUCTIONS
I. An inventory must be Iiled within three months alter appointmont 01 porsonal represontative.
2. A supplemont inventory must bo filod within thirty days 01 discovery of additional asseh.
3. Additional sheeh may be attached as to personalty or realty
4. Soe Article IV, Fiduciarios Act 011949.
- i
I,
I.
~ .,;
UJ "
~
~ 0: < ..
UJ "
Do I- u ..
0 III "
0 C '" ~
UJ 0: UJ .. "
I- :I: Do .. Do C
I- ...J LL ~
Z ~ 0 D.. 0
LL ...J :t
W 0 < ,;. <
> Z 0: -
Z 0 c
C "
- III Z 0
0 0: U
Z UJ < ...
Do ."
c
..
- -;:
0 ..
.D ." oJ<
.. E
- .! 0
.. " 0
...J U it CD
liE'" , ~OO 'I. 1'''.&1
...
....
:.::~cn
u"'''
...~u
,,00
u"'....
~'"
~
'"
.....
"'z
......
"'0
"'z
8~
,-
1_1 - I D 1-
/l~'~'rt\
_~\~.v....
....
z
...
'"
...
u
...
o
II ."~,("dl \ul". 'll. VPUII ~ ......, ".~, . .... .'.1'''' ~'Ilt ',' .C'
I ] '} Supplementul RrtuI"
\ 3 Remainder Return
liar date, 01 doath prior to 12.13.82)
Fodorol hlete TallO Return Required
[.;11. Original Relurn
[] 4 limited hlate j 40 Fulure Inlere" (omp,amiut
liar dOh" of death uher 12.12.821
r.)"6. Decedent Died Te,'ate j 7. Decedent MainTained 0 living Tru'l
IAUach copy of Willi .____~~~~~~~ a. Tlu't) _
ALL CORRESPONOENCE AND CONFIOENTlAL TAX INFORMATION SHOULD BE DIRECTEO TO:
'i'~~ ".Ko~__
THHt10tH NUMBEII
L!1l!l J ~s.:1, - fl f1./:L
l5.
T otol Number of Solo Depo,il BOllOe'
.D_B
... - ..----
_....___.____n
COMI'L(T( MAlwm AODllf!l!l
..~ p.57D ~~~~"RJ.
:B~...u'~~ 1'1307-
.__H___.'---::C-_-:;~'_:'~:";' -:-;-;:--.~-=-----=-=-~-.=:-...:.;====;.- - ---- - -
III.~
12) .31,'7.3'1.4.8
(J)~
141~
151 ;'Cf,t'i8.'-'f
z
o
;::
:5
:>
....
A:
'"
u
...
'"
I. Real E'tale (Schedule Al
2. Slocks and Bond, (Schedule BI
3. (Io,ely Held Stock/Partnenhip Intore,t (Schedule C)
4. Mortgage, and Note, Receivable (Schedule 01
5. Cash, 8ank Depo,ih & Miscellaneous Penonal Propell)'
(Schedule E)
6, Jointl)' Owned Propert)' {Schedule FI
7, Transfen (Schedule G) {Schedule LI
8. Tolol Gran Aue" (total One, 1.7)
Q. Funeral hpense" Admini,troli'l'e (o,IS. Mi,cellaneau,
Etcpen,e, (Schedule H)
10. Deb". Mortgage liobilitie" lien, ISchedule I)
11. Total Deduction, {Ialolline' Q & 101
12. Net Value of Eslate lline 8 minus line 111
13. Charitable and Governmental Bequos" (Schedule JI
14. Net Value Subjeclto TallO (line 12 minus line 131
15. Spousal Transfers (lor dote, of dealh after 6.30.Q41
See In,tructions for Ar,plicoble Percentage on Reverse
Side. (Include value, rom Schedule K or Schedule MI
16. Amount of line 14 taxable 01 6% role
(Include value, from Schedule K or Schedule M )
17. Amount of line U taxable at 15% role
Ilnclude value, from Schedule K or Schedule M I
lB. PrincipaltollO due IAdd lax from line, 15, 16 and 171
19. Credi" Spousal Povert)' (redit Prir:or Paymen"
Di\(aunl
Interest
~
~
I b)
171
'I, .1_'I_7._~'-7_~__
I B)
(9\ j,'1?'"I.(."/
(lOI~..
(II) _3)7T'1..I.'L~____~
(121 57,uA{13..~8_
(lJI~_
_,,______._._~.:571 /o{/3.:/.B_n
(15)
.. = ~.
. Ob = j ,"11-/ 't. 'if}
. .15 = ~
{IB) 3, '"fA{ "I. Ba
(19) ~
120) ~
121) 3, L{1.{1{.8o
121A} """"""-'-
(21B) 3, "f'1'/. 80
(lbl
.s 7,1./13. .t.8
(171
z
'"
;::
..
....
:>
~
'"
'"
U
K
..
....
+
+
20. II line 19 i, grooter than line lB, enter the difference on lino 20. Thi, i, the OVERPAYMENT.
a 0 .~:rn,..J.U ..laTj.lr..U.' 1'1'1 I "III~ .... II'I'I":'r. r:taTj'III.'.l'LJJ :.l:.Ii'J"J-1I1
21.
If line 18 i, grealer than line 19. enler the differenco on line 21 This i, the TAX DUE.
A. Enler tha tnlere,t on tho balance due on line 21 A
8, Enter Ihe lotol 01 line 21 and 21A on line 218. Thi, is The BALANCE DUE.
~oke ~ho~It__Pa.'(~~.!. 10: R~~I~~_~_f.~i.I~!.-~~~.~1
~ ~ BE SURE T'O ANSWER-i\LLQUESiIONS ON REVERSE SIDE AND TO RECHECK MATH :.(':;,j(
~~der panohie, 01 pl'!riur)', I declare thai I hove examined this return, including a-ccampanying ,chedul~s Qf1d ,tale men", and to the best of m)' I.nawledge and b~Iief,
IIISlrul'!, correct and compleht_ 1 declare thaT all real e,tale has be-en fl~porled aT true mnr~e' ..alue Ot.c10rallon of plCpOI~H oTher thon the perlonul IcprescnTahve i,
bose~~~formo!~~n~!__~.h_i_~~ pre_,,~~er h_O\. any ~fI~wlcdgc - -, - - .
!lIGNAl\J&1 0' PIIl~O" IlI~rON!lIBIIIO& l'll~.C, gPUU' AtJl)gl~' VAt! - .
Jh..\1B,;....~I-Ir).,~~ ~71.' S\..,..,n.v--)b.u..J~\lJ \}v~L,.;t~" CL ,'uc,? ~0';'1'-
~IGNAtUIlIOIl'gIPAIIIIlOItHIITllA"II!~III~lr.'A".1 .\I'lJ't"~."'"'\\~ --- d I A ~ [)A.:j";'/'
J
,,~b~(\
_ '(jI.,-
COMMONWEAltH Of Ptt;NSYt\lAN1A
INHtAITANC[ TAX REtURN
R.t510lHl O~l
ESTATE OF ....h
rn~oX~
It(Vun lit l'Uj
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
I:
':
C.
1.
2.
3.
4.
S.
6.
7.
8.
. -.
\ SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
. MISCELLANEOUS EXPENSES
I Please p.lnl o. Type
FILE NUMBEII' n' . ... ..' .' .
- ~.. __ ___d. ______.
0. ~ l.~<.A.o
_-..---------... ......-...j.-........-...-.-r--....... ..-..' . .
DESCRIPTION I AMOUNT
I
_ __..__._~._.______._____r---------'--'-'--_.
Fune.al Expense..
~"'\\~.~tt... r-~ t\...............
:Ll~ N. I\~ -r..'e
~;Veo- /10/3'
I&,^,-J::. ~~
10 ~~ ~0--0 ~ ~ ~~u.\-,
tqq,,-.oo
J.o.OO_
71,0'';' 00
)
I
Admlnisl.atlve Casl.:
I
I
i
I
I Y, C ., 'd
\ oar ommlnlons pal -----
\ Allo.ney Fees
Fomily Ex.mplion
Personal Representative Commissions
Sodol S.cu.ity Numb.r 01 Pe..ono\ R.p..,.nlotiv.: ..
-----------.. .-
R.lolionship
Claimant
Add.... 01 Claimanl at d.c.d.nl's d.alh
St...1 Addr...
Cily
Stal.
Zip Cod.
,j II": "0
Probate F.es
1'1'.00
Miscellaneous Expense..
.5~ (,.>.~: . ~.~, ."
q.oo
~ "?....'\~s.
.:rc. t' f _-e.-
:;.00
'5.'13
Y'i.%
.(~~
\o~..... ~~~lO"""'~~1 ~c:s.u.&. ~\~\".:...O
~~~c)~~.~~~~~
~.iJ-"X> - ~~
\~ ~~(.. ~,.,...,. ~~"")~"1f ~
\~. ~'o~~' -'o--~ \0-. ~ 'i
~~C!I\-" #" "f~oo g: 3'1 't8/8
.
q 01. ~o
I:LOO. 00
I{ClO. 00
5377'1.1,'1
.,
TOTAL (Also .nl.r an line 9, Rec:opilulalion)
(II m..e space Is needed, lnse.t additional sheets 01 same size.)
I(YHIJII. IlIII
ESTATE OF
ITEM
NUMBER
1.
i;
'\
ITEM
NUMBER
~:'~}(\
-:.VW
(OIoUolON.......AIIH 01 ,hl""'IYANIA
INH.."..NCII.... ..IU.N
.!~DIH' DICIDINI
SCHEDULE J
BENEFICIARIES
FILE NUMBER
NAME AND ADORESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Toxable Bequ..lI:
~
J.f'1 ~.
~ t: \-\~~
1'1931 F ~ a..u.....,...._
~ '"'i? :.:h..... J F ~la... '!J3 'i .i" 8
~lU.6- \.\, Kos-S
u5?o ~~~"""Qd
~\Ju...u'~ ;Yl>..., I fa (J "1
(~h~~I"q,)
,ufl. W. W..~~""';) S-'(,...~
~ )~. l?tJ/3
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Beques":
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o enter on line 13, Recopilulot;on) S
(If mar. .pac. I. n..d.d, In..rt additional .h..h of .am. .lze)
11'11162111.....
146593 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I
.k
D NO. AA
RECEIVEO FROM:
6
ACN
ASSESSMENT '='
CONTROL ~
NUMBER
AMOUNT
101
....;J,c:/2.~b
BARBARA ROSS
2570 SHIPPENSBURG RD
BIGLERVILLE. PA 17307
fOlDHUf
_ 'OlD HfIf
ESTATE INFORMATION:
I!:I riLE NUMBER
~ 21-1996-041+9
I!:I NAME or DECEDENT (LAST)
~ HICKS MARGARET 0
II DATE or PAYMENT
m POSTMARK DATE
COUNTY
55N 156-22-6883
(rIRSTI (Mil
'.
CUMBERLAND
DATE or DEATH
m TOTAL AMOUNT PAID
$3,272.56
VZ
REMARKS
BARBARA ROSS
REGISTER OF WILLS
;
RECEIVED BY " '. ('--: j..'J.- / ,-/,//
5IGN...TUR.~ .' 'I .,
MARY C. LEWIS /." ','.J ,"F't
REGISTER OF WiLLS .
SEAL
CHECK" 088
.-..- --- --- - - -..-- --" . .--
---~......,...,..-
'-
-..--.......A.~ 4--'..'" .-,:.
,I I,
1."1 ,-' /
( L', _
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
U'':AITAHCE TAX DIVISION
DEPT. 280601
HARRISBURG, Pi 11128'0601
"
e
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLDWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
BARBARA H ROSS
2570 SHIPPENSBURG RD
BIGLERVILLE PA 17307
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-11-96
HICKS
06-02-96
21 96-0449
CUMBERLAND
101
A.ount H..Ht.d
*'
_".1141 II U'lll.tu
MARGARET
o
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 ~
R-EV:is'4i-EX-"FjJ--ro'F96Y-NOYicE--OF--iNHEifiTANCE-YAX-iipPRiiisEi.jENi'-.--"i.i."OWANCE-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HICKS MARGARET 0 FILE NO. 21 96-0449 ACN 101 DATE 11-11-96
If an assessment was issued previoUSly, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of Abh returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Lin. 14 at Spous.l rat. (15)
16. Anount of Lin. 14 taxabl. at Lin.al/Cla.. A rat. (lb)
17. ADount of Lin. 14 taxable at Collat.ral/Cla.. a rat. 117J
18. Principal Tax Du.
TAX CREDITS:
PAYHENT
DATE
08-05-96
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Estoto ISchodulo Al III
2. Stocks and Bonds ISchodulo Bl (21
3. Clo..ly Held stock/P.rtnership Intere.t (Schedule C) (3)
4. Hortgages/Note. Receiv.ble (Schedule OJ (4)
5. Cash/Bank Deposit./Hi.c. Personal Prop.rty (Schedule E) 15)
b. Jointly Owned Property (Schedule F) Ib)
7. Transfars ISchadula G) (7)
8. Total Au.ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Exp.nsas/Ad... Co.ts/Hisc. Expans.. (Sch.dula H) (9)
10. Debt./Hortgage Liabilitias/Lians (Schadule I) (10)
11. Total Daductions
12. H.t Valu. of Tax R.turn
13. Charitable/Govern...ntal aequa.ts (Schedula J)
14. Not Volue of Estot. SubJ..t to T..
NOTE:
RECEIPT
NUHBER
AA146593
DISCDUNT 1+1
INTEREST I-I
172.24
1 CHANGED
.00
31.939.68
.00
.00
29 ,248.19
.00
.00
(81
3.774.69
.00
Ill)
1121
113)
1141
.00 X .00=
57,413.28 X .06=
.00 X .15=
1181
AHOUNT PAID
3,272.56
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
rDR CALCULATION OF ADDITIDNAL INTEREST.
HOTE: To in.ura propar
credit to your account,
subnit the upper portion
of this for.. with your
tax pay...nt.
61, 187 . 97
3.774 69
57,413.28
.00
57.413.28
.00
3.444.80
.00
3.444.80
3,444.80
.00
.00
.00
I IF TDTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl. YOU HAY BE DUE
A RErUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS.I
d ;
RESERV.TION. E...... .f ......... dyl.. on ., ..f.,. o.c...., IZ, I"Z -. If ony fu'u" In""" In .ho ...... I. .,on.f."od
In po.....lon or onJ....... .. cto.. . Ic.ll..."lI bonollcl"l.. .f .h. d.codon' .f.., .... ...I"llon .f on, ...... for
Ilf' ., f.' Y"'" ,hI C........I.h ho,.by ...,...Iy ,...,... .ho ,Igh' .. app,.I.. and ...... .,on.f., Inhe,I''''' T.."
at the IBWful Cla.s a (collaterell rete on eny such future Inter.st.
pURPOSE OF
NOTICE:
T. fulllll .h. ,_1"-" .f S.cllon Zl'. .f .ho Inhe,It.... and [..... To. .c', .c' ZZ .f 1991. 7Z '.S.
S.ctlon 2.140.
D...ch 'ho 'op po,' Ion .f .hl. ,,'Ic. and .ub.l. .I.h Y'u, ..y.on' .. 'h. ...1.'" .f Will. .,In'od on ,ho ,...,.. .Id..
..K8k. cheCk or .oM., orlMr pey8bl. to: REGISTER OF MILLS J AGENT
.11 ,........ ,...l..d .h.11 fl,.' b. appll.d .. ony In'''''' .hlch ..y b. duo .I'h ony ,...Ind., ...II.d .. .n. ....
. ,,'und .f . ... c,odl', ""Ich ... no' ,.......od on .ho T.. .,'u,n, ..y .. ,_...... by c_l.lI.. on ....II..llon
f., ..fund .f p,"",Yl.onl. Inhe,l''''' and E..... T..- (REV-llI1,. ..pllc.'lon. .,. ...Ilobl. ., 'ho Dfflc.
.f ,no ...1..., .f will., ..y .f ,h. Zl ....... DI..,lc' Dfflc... ., by c.11In. .hI .p.cl.l Z,'hou'
on...,I.. ..,.Ic. .....,. f.' f.,.. .,d.,ln., In p.nn.yl.onl. 1....-l.Z-Z.'.. ,u'.ld. p,"".,l..nl. and
wlthln locel Harrl~rg er.a (717) 787.8094, TDDI (717) 77Z-ZZ5Z (H.erlna I~.lr.d only).
"'y por'y In In'''''' no' ..1I.lIod .I,h ,hI ..pr.I....n.. .ll.."" or dl..ll.''''' .f d.....llon.. or ..........
.f '0>< <Includl.. dl.coun' or In."..1l .. ....... on .hl. Noll.. ..... .bJ'" .lthln .I.IY "., d.Y' .f "c.lp' .f
th1l Notice by:
-..,I"on p,..... .. .ho P' ....,._. .f ...,"",. ...,d .f .....1., ..... Z.I.ZI. H."I.o.,., P'
...lectlon to have the .ett.r cMt.r.lnad et MJdlt of the ItCcOU'\t of the ptInonlll fepresW'\It1v.,
..~al to the orphans" Court.
171Z8.lGZl,
OR
DR
PA YlCEHT s
REfUND (CAll
oaJECT IOMS;
ADHIH
ISTRATIVE
CORRECTIONS;
f,c'u.1 .".,. dl.c...,.d on .nl. .......... .nould b. odd'....d In .,I.ln. .., P' D...,...n' .f ....nu..
.u,... .f Indl.ldu.1 T...', .T'H, P... .......on. ...1.. Unl', D.P'. Z....I, H."I.o.,., P' 17IZ8-...1
PhOnO '7171 787-".'. ... p..' , .f ,h. b...I.' .In,',uc'lon. f., Inn.,I..ne. T.' ...u,n f" . ...Idon'
Decadent" (REV-1SOl) for en ..planatlon of adalnl.tratlv.1Y correctDbI. .rror..
If ony ... duo 1. p.ld .I.hln 'h'oo (11 c.lond., .on'h. .f',' .h. d.c.don". d...h. . fl.. p.'c,,' I'~l dl.coun' .f
the teM paid Is allowed.
lho I'~ ... .....IY non_p.,lIcl"'lon pon.1IY " c.....d on .h. ....1 .f .ho ... and In',,''' .......d. and no'
p.ld b.f.,. Janu.'y 18, 1..., ,ho fl,.' d.y .f.., .hI .nd .f ,h. ... ......y p.,lod. Ihl. n.n'p.,.lclp..lon
pon.lty I. .....l.bl. In .hI .... ..nnor ond In .ho .ho .... .1.. porlod .. you would .pp..l .h. ... .nd In"''''
that he. b.en a.....ed e. Indicated on thl. notice.
In""" I. ch.,..d b..lnnl.. .I.h fl,.' d., .f d.llnquoncy, ., nino '" .on'h. and on. III d.y f'" .n. d." .f
d...n. .. ,ho d." .f p........ I.... ""Ich ...... d.1Inquen' b.f." Janu.'y I, 1.8Z ..., In','''' .. .ho ,... .f
.1. ('~l p.,c..' po' onnuo c.lcul...d .. . d.lly ,... .f ..'.1". .11 ..... ""Ich b'c." d.lln",,' on and .ft.,
Jonuo'y I, 1.8Z .111 b.., Int.,..t .. . ,... ""Ich .111 ..,y f,.' c.lond.' ,.., t. c.lond., Y'" .I.h th.' ,.t.
onnouncod by tho P' D.p.,t.on' .f ....nue. Ih. ..pllcob1. Int.,... ,.t.. f.' 1.8Z th'ough I'" .,.:
'!!!! Int.r..t Rat. DeUy lnt.r..t Factor !!!! Inter..t Rata Dally Inter.st FftCtor
1911 zOX .000!tlt6 1987 OX .ooGZ47
19&5 l'~ .DOOUa 1988.1"1 11:< .000l01
1964 ll:< .00OSOI I99Z .~ .000Z41
1'85 u:< . DOOS~ 1"5.11)94 n .000192
1'86 lOX .000Z14 1995.1"6 OX .OODZU
uInter..t 11 celculatMl a. follow'l
INTEREST = BALANCE OF TAX UNPAID X NUMBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
.....y H.llc' 1.._ .11" .ho t.. ..c.... delln....t .111 "fl.ct .. Int"... ..Icul.tlon t. 11ft... 11'1 dIY'
..yond 'ho d." .f ,ho ......_t. If p.,_' I. ._ ."" ,ho Int"... c.....llon dOt. ....... on .ho
Hottce, additional Int.r..t aust be calculatMl.
DJSCOUHTt
PENAL TV s
INTEREST I