HomeMy WebLinkAbout96-00454
PETITION H)I~ PHonATE and GRANT OF LETTERS
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OATH OF PEHSONAL HEPHESENTATIVE
COJ\1MO,\'WEAI.TfI OF I>ENNS\'I.VANIA
COt NT\' OF _-..9ll-IBERLAND
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21-<)6-454
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COMMONWEAltH Of PE:.NNSYLVAHIA. DEPARTMENT OF ftEALT". VITAL RECORDS
CERTIFICATE OF DEATH
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UlS'r WIll.. AND l'ES1J\l'lmr
I, MARTIlA L. BOO, of 14342 Mountain Road, OrrstlMll, Letterkenny Township,
Franklin County, Pennsylvania, being of sound mind, tneIWl)' and disposition, do hereby
~, publish and declare this my Last Will and Testl.lllCnt, hereby revokirlg and making
void all wills by Ire at any tiJre l\(~retofore made.
FIRST .
I order and direct the pa)'lrent of all my just debts and funeral expenses as
soon as may be cOllvenient after my decease.
SEOONU. I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and \<Iheresoever situate, in equal shares, to my children and stepchildren
as follows:
A. ONE SHARE to my son, l\ENNETH LEE GUTSHALL, on a per stirpes distribution
basis;
B. ONE SHARE to my son, ASA EIW.N GUTSHALL, on a per stirpes distribution
basis;
C. ONE SHARE to my daughter, l.OIS ANN BERT, on a per stirpes distribution
basis;
D. ONE SHARE to my stepson, RAY D. BERT, on a per stirpes distribution basis;
and
E. ONE SHARE to I11Y stepdaughter, OORlS J. BARR, on a per stirpes distribution
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basis.
'llilRD. In the event that any beneficiary of this my Last Will and Testament is
under the age of twenL)'-one (21) years, I then give lll1d bequeath said beneficiary'S
)-.., '/ J'1-it
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(SFAL)
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MAHK. WI.I(.i I ANI I 1'1 IH\lfj', " I Il )l<~JI. ',', r.; I :.'."1 , ,'l' , .....1 ..,t~~[, ',,1 IlLI I - ',~liI'l 'LI.',il\ !I~h_ I'" 172.Jj7
shure to Hill! iJppoillt 1H; 'frustee of allY property which passes lUluer thiL .lill or
otherwise, OHRS'lUJN IVINK, uf OrrstowlI, I'ellllsylwmia, lIS 'mUSTEE, NEVEIU1U':l.J::SS, to
illvest and re-invest the same ulltil the said benefidiJry reiJclws the age o[
~nty-one (21) years, with the following puweL'S in auuition to those presently given
by law:
A. TIle power to expenu the income tuwards the health, bUPPOrt und lIlaintenance,
and education, including a college (both unuergradwte and graulUlte),
trade, business or teclmical school education, o[ the said beneficiary;
13. 1he power to expend the prillcipal, within th" uiscretion of the said
Trustee, if the incOln! is insufficient, towards the health, support and
maintenance, and education, including a college (both undergraduate and
graduate), trade, business or teclUlical school education, o[ the said
beneficiary;
C. 111e power to sell any and all real estate, within the discretion o[ the
said Trustee;
D. 111e p<:J\Vl!r and obligation to distribute the balance of principal and
interest, if any remaining, when the said beneficiary reaches the age o[
t:wenl)'-one (21) years, without the necessity o[ a [onnal adjudication o[
the l'1:ustee' s Account in the Court of Comron Pleas o[ Franklin County, upon
the receipt of a good and valid release;
E. The principal o[ the TLust and the incorre there[ran shall be free fran the
debts, liabilities, and engagem:mts of those beneficially interested
therein, and shall not be subject to assignl1~llt by him or her, nor to
attachmant or e::ecution under any legal, equitable or other process for the
en[orcClrent uf judgll~nts or claims of any sort against them, either
individually or collectively.
FOUR11l. I naninate, constitute illld appoint HAY D. HERT and OORIS J. BARR, or the
survivor thereof, to be the Co-ExeLutors o[ this my Last Will and Testmrent.
!E!1! .
I direct that neither my personal representatives nul' Tl.ustees shall be
required to give bond [or the faithful per[onnance o[ their duties in any
jurisdiction.
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<ntlJNWEAL'l1I OF PENN~'YLVAN1A
lXlUNl"i OF cu>mERJ.llND
55.
I. HAIIDlA L. BOO. the Testatrix whose nnnc is signed to the foregoing
instnmmt. having been duly qUlllified according to law. do hereby acknowledge that I
signed and ~cuted the instn.urent as my Last Will; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes therein expressed.
'J/l ....J/7/A.'- ,r 7-? .!A';/-
Sworn or affirned to and acknowledged
before me by HAR'll1A L. BERT. the Testatrix.
this-phdD.y of a~y;f: . 1992.
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NOTARIAl. SEA
Jeny A. Wolgle, NoIO,y"Publlc
ShlpponlburQ, PA CumberlMd CoUnty
My Commllllon expi,os July 31,1994
MAW", W!:I<iU; ANtl I'UU(IH', _ Al1()'~Nt:""J "1 t...w \;'1, [,\'.l KIN() !.1f~Lr;' . !i1l1PI'I:U~"UHO. I'A 17..57
IN WI'rnESS WHEREOF, I, MAKlHA L. BERT, have hereunto set my hand and seal to
this my Last Will and Testmrent, written on three pages, the first t\oiO pages signed
for identification only, this 7 day of 7 C:~'(.,'y,,4 , 1992.
911 tl..-z:t/t.a....f EY..~_r..
(SEAL)
This instn.unent was by the Testatrix, NAR1lJA L. BERT, on the date hereof,
signed, published and declared by her to be her Last Will and Testalrent, in our
presence, who at her request and in her presence and in the presence of each other,
we believing her to be of sound and disposing mind and tneIIX>ry, have hereunto
subscl-ibed our runnes as witnesses.
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MAUK, Nf.tGLE At~l) pt:w\m~. ,- ATTOIWt.:Y~ AT lAW - 1,(1'i [A!;l KING ~~ll~r:[T - 5tiIPH:N~ntHHJ. PA. 11i'57
CERTIFICATION OF 1-I00'ICE UNDEH..B.!l].!.E 5.6(al.
Name of Decedent:
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Date of Death:
~r\.IIJ (' I 1
Will No. /)/91. ("/lc'l
Adlnin. No.
To the Regis Ler:
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 uf Lhe above-captioned estate on
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except (fA
Date:
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Signatu . f.-.ay /). 1]" ,I
Name fr~.'-;P Iyl:~( ""/
Address )),//-';(,'/ : 7'l1 Ilt/9
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Capacity: /' Personal Representative
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counsel [or personal
representative
21. If line 18 is greater than line 19, enle' the djfferonce on line 21. This is the TAX DUE.
A. Enler the inle,e,t on the bolonce due on line 21 A
B. Enler the lotal of line 21 and 21A on line 218. This is the BALANCE DUE.
Make Ch.ck Payable to: R.ght., of Will., Ag.nt
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -ot(-ot(
Under penollin of perjury, I dedor. thol I ha.... e.lomined this fefurn, including occompanying lehodule, and ,Ialemen". cnd 10 the belt 01 my knowledge and belief
it is Itue, ''In.ct and complete. I de dare .hal 011 real ellole hal been reporled at 'rue marL.,,! yolue Declaration of preparer olhe, thon the perlonal reprelenlativ. i!
based on dll information of hich preparer has ony kno",!ledg" .. _____._.. _________ ____.__~___________~~__._no _ ~_ /
SIGN",UR 0 so, (sPON III fOR filiNG R}'UIlN !DDlln~ .; 1/ DAT-r-:-r i
KIf; It 1.1 L l 0;; '1'/'\/' () ,( :~,_~:!{f..'I.J fr,_VERN()~ M. ~~RiIN, J~~,_ ~~~. '. .tf./;~'t'f_
SIGNA1U1l Of "UP,UtI! OTH(1l TH"'N III SlNT T1V( "'ODIl(!l~ / / II J 9 :_\t!!:5fM'; CCl1.:.~ D...ft
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fOR DAlIS Of DEAIH AnlR 12/31/91 CHECK HIR'
If A SPOUSAL
P_OVERlY CREDIl'S CLA'MED II
f'U NUMBER
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COUNTY CODE -: 'I 'f 'l- YEAR
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMONWULtH Of PWH~YlVANIA
D(PA'IM(NIO' '(V(NU(
D[ PI 28060 I
ItARRIS8URG, PA 1111110~1
OlClDINT'S HAM( IIASI, flllSt. AND MIDOIl ItUll....1I
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Remainder Relur"
(lor dolc' of death prior to 12.13.02
Federal E,tate TOil Relurn Required
Total Number of Sofe Deposit Boxen
(II ..."11(....111 \\Jhn"NG VOU\f \ ......., ['Inl ',IU ......0 "'DOlI "',!I"ll
/"j... '.;
OJ.
05.
..La
'01.
04,
'Bi6
[J 2.
Original Relurn
......
...15
",,,
"'z
Sf
o 40. fulure Inte'''It Compromis"
{lor dOlO I of death after 12.12.82)
Decedent Died TOllole 0 7. Decedent Maintained 0 living T,u,'
(Allach copy of Willi IAllach copy of TrUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAMf (OMPI(1f MAllIt~G ADDR(!.!lo
f?p.~]). ($EIt'<' (,,~c, /,..-1'((\ 12--.,
nU'HON( NVMIU q /' '" ""
( " Lj. '2 :2 - ':> l' 7 :.,.J I '-\.. sa", r~ (,..
: ( 0 (q
limited E lIole
('p..
z
"
;:
5
:>
...
0:
'"
u
...
'"
'1. Real E,late (Schedule A)
2. Slack, and Bond. (Schedule 81
3. C10..ly Held 5lock/Por1nenhip Inlercll ISchedule C)
".t. Mortgoges and NOlos Receivable (Schedule 01
5. Cash. Sank Oepasiu & Miscellaneous Personal Property
ISch.dul. EI
6. Jointly Owned Property (Schedule F)
7. Tronsl." IS,h,dul. G)IS,h.dul. L)
8, Tolol Gro" Auets (10101 lines 1.7)
9. Funeral Expenses. Administrative CasU, Miscellaneous
hpenl" (Schedule H)
10. Oeb". Mortgage liobilities. lienl (Schedule I)
11. Tolal Deductions (tolellin.s 9 & 10)
12. Net Volue of Ellale (line 8 minus line 11)
13, Charitable and Gavernmenlol aequells (Schedule J)
14. Net Value Subject to Ta.lline 12 minus line 13)
15. Spousal Tront'." (lor dot" of death after 6.30.Q41
See Inllructions 'or Ar,plicoble Percenloge on Reverse
Side. (Include values rom Schedule K or Schedule M.)
16. Amounl of line 14 ta.able 01 6% role
(Include values from Schedule K or Schedule M.)
17, Amount of line 14 lall.able 01 15% ,ale
(Include yalue. from Schedule K or Schedule M.I
18. Principal 10. due (Add 10. from lines 15. 16 and 17,)
19. Credill Spousal Poverty Credit Prior Paymenll
+
(11
12)
I J)
141
151
'6(,
,
II '3
16)
17)
"6~f/'3
(91
'1 0 Go (~
~.
( a I
(10)
0'::l(,+
77 ~'-i7
,
(11)
1121
(131
(14)
770wr
(15) '.--.=
(161_~!.,~.01_.'L-_. .06 =
.-J "';:"3
"
(17)
. .15 =
z
"
!;1
...
:>
~
'"
"
u
><
'"
...
(181
- .--/
.__,,~__~-l._\cII~ _"___
, ,-y-
Discount... .
:,l..:z.1
Inlerll'
..,71
--~- ~~._-,-:_-:._~_.._-----
(191
1201
+
20. 11 line 19 is grealer Ihan line 18, enler the difference on line 20. Thil is the OVERPAYMENT.
DO
Check he,e If you ore requesting 0 refund of your overpayment.
1211
121AI
1218)
-::'"_-:;; ~-,--~----_.
+~;l ::.:-
ll'lUOIIU tun
ESTATE Of
Ploa,o Print or T 0
FilE NUMBER
~I'l (., I 'l'l ~ OOl.ge.(
~
COMMOHWlAlTH O. PlNHSYlVAHIA
INMI.nAHCI tAX lnulN
IUIDINt DICIDINt
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
(All ,.....rty 1.lnll~n.d with tho RighI .f S.""....hl' m..t b. dl..I...d .n S.h.d.l. fl
yy\ II (t"'\""'A
L- , /? E./?""
ITEM
NUMBER
I.
~.
c: rHc.I..,tJ'- Ii ..
DESCRIPTION
f ~ r:... (1 ~ N'" AI,- ~~0700'7""7'O:l-
fi\Ur '''1-'1 1j,~",I>,(r~ /Jr-A ,,<.../1
P.J ~o.... ~.:lIS'
Y'f'(:c.IA" ,c.r,;"';:'r, J f~ 17~:('$"
c.G~'~''-'''''''C '=l~ '"]),P~>\'<
ff'tss 0.0..1.... -::Ao/I~ irS
~ t2 p..
A ( c. #'J' '1-,).'1<
f; "- i '7-;l.'-\-<
po k !::;.-1- ,./-(
A"l,. Wl~r:
.........~ '!"Poc"Qa r~,~~\:.
"....
f"~\oJo'" ''; A ""\~N
fe. (;0"" '2CJO
G(C ;'\J",,,'f>-, f A n~;l.7
-:;,
Cp..Sl-' ul-' f-\}\"'Y
VALUE AT
DATE OF DEATH
t.f?-, G 7 '.1-
~ I, ~'3{
2> ,",~:J
.
17 q 11
I
,5''i?'1
TOTAL (Also enl.r an lin. 5, Reea itulatian) S q b II '3
(AHath addilional 8Va" )( U" ,he." if mar. .po,. i. needed.)
IIV1)IIU. "II,
ESTATE OF
ITEM
NUMBER
A.
B.
1.
1.
J SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
~ISCEL~ANEOUS EXPENSES.-.J PI.al. Print or Tvpe_ .
FILE NUMBER
(?EIi.~ : ~/<J(, (99(.. oo4~1.(
,,~~:rl\
-:f.Du'p
COMMONWUUH Of P(NN!lYLVANIA,
INHunANCf fAll RUURN
R(5IDfNf DfCfDfNf
{'r\ A(;.'f;~A L.
DESCRIPTION
Funeral Exp.n'"'
0'IALfY.Z7.1
l=''''''l(.:.f\L.. \-f~M~
Admlniltrativ. COlt I:
Personal Reprosentarive Commissions
Social Securi.y Numb.r of Personal Representative:
Year Commissions paid
2. Altorn.y Fees
3. Family Exemption
Claim an'
AJdr... of Claimant at decedent's death
Street Addr...
City
4,
C.
1.
2.
3.
4.
5.
6.
7.
8.
q
Relatianship
S'a'e
Zip Code
AMOUNT
:S~?:O
Probate Fees 1- 4- 'i
Mllcellaneoul Expen,es:
M lor.rd'., I/,""Ol,.l - KOJ"'''' fC'<.U
I'l\Hr,~\.' V,"'-/OH - t/l~i:lIc..,..E
Po. . 'Z R ,- 7.. rv- f' "
"-.- ,: p..1
c.~P\~~~ ~(,p.~'... ~"".r~tlr' - :.." "'::.!'""1'-_
f.:t...... p,... ...A~,-,<.
"'-c.~ tt"l ..,.~ (
C'J.ft'lltt:..I...p''''6 ~ L,..i/ :-~..,.,~.\;.'-- - f,.~/~/,-'71:1..J;'"
Hf\r..IZ..s(/",t:C- !i~,-,..,..,. M r..JI:.
I>)/C/_-<";..,
HAt:."-,jC",,cc... f~...~ c...'.: '-
/(1 (,.), c.. ," '- c: Eo ...:.. (I'..... -' 1- ;'I.~ ~ .
VG/:.";), .
I,"', /t to IC - ! "
r I"' r ,;
- r - 1'\ t- ,(., .
~
.'(.
r/~. .:,..
TOTAL (AI,o enter on line 9, Recapitulation)
(If more 'pac. II n..d.J, Inl.rt addltionallh.ell of 'am. Ilze.)
;L '" .-, ;l
I ,0
~O
r'..,
..,
~S
Go."
-1
_:J
-, ~
.-. ,..
~(j'
S '1"'(,,&
SCIIIWULE J
BENEFICIARIES
Estate of Martha L. Bert
File Number 2196199600454
I. Ray D. Bert
659 Lynes Rd.
Dillsburg. PA 17019
2. Doris ], Barr
932 Park Place
Mechanicsburg, PA 17055
3. Lois A. Bert
G-4 Town Estate, Broom Linden St. Wilmington, DE 19805
4. Kenneth L. Gutshall P. O. Box 475
Cody, Wyoming 82414
5. AsaE. Gutshall R. D. #1, Box 119A
Mareitta, PA 17547
ALL BENEFICIARIES HAVE A 20% INTEREST
Name(s), address(es) and telephone number(s) of all counsel
Name
Additional information may
Date~V ~\ e /'3 I 199(-
If'\ h' ~t
"- If)
;'j J2
" ..
. L
l")
-
-
:;:.:;
....,
"
(:1 f;) \.0 t:
11>0:
a: ~\ .~ ~
UU
Address
Telephone
be obtained from the /~aers igned. //
Signature J:1i., / -:;) )J.U f
/~l/ )' 1)Plf
,
Address It. ~r J. litH' ) "V
'/-J:I!r !t.-'4 I 7J4 1'71' )9
I
Telephone 7/7- '13 z . t;r;-f, 7
Name
Capacity: .........- Personal Representative
Counsel for personal
representative
... ... ~.
....\I...ll...~
11 "932 COMMONWEALTH OF PENNSYLVANIA
~ DlPARTMINT O' RIVENUI
OFFICIAL RlCEIPI' . PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
DNa' AA
RECEIVED FROM:
&
ACN
ASSESSMENT r:"
CONTROL IiiI
NUMBER
AMOUNT
RAY D BERT
659 LYNES RD
101
.4,392.00
DILLSBURG, PA
17019
ESTATE 'NFORMATION:
I:t fiLE NUMBER
~ 21-1996-0454
!I NAME Of DECEDENT (lAST)
I;iI BERT MARTHA L
II DATE Of PAYMENT
EJ POSTMARK
COUNTY
SSN 162-22-1.364
(fiRST) (MI)
CUMBERLAND
DATE Of DEATH
REMARKS
RAY 0 BERT
m TOTAL AMOUNT PAID
$1.,392.00
PB
SEAL
CHECK II 6
RECEIVED BY
/
SIGNATURE
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
.- -- -.- .-- -- +.-- u_. ____ ______ _u_.
-- +..~- .. -. -- . --... -~ -- -- ---- -..- -. - ----
c
- .
,
-----
._ _ t -~.......-
. -..-------...-llI.~.4 .~, ..,:.
I" 1
. "
I .,
REV-1547 EX AFP (12-95*
COHttONWUlIH Of PENNSYLVANIA ACN 101
Q[PAR'If(.' Of .[..NIlE NOTICE OF INHERITANCE TAX
B"EAU Of I.DIVIDUA, lAKE' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~~:~i.:~~:lPA 111'...." OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 09-16-96
ESTATE DF :Ell FILE NO. 1~6-0454
DATE DF DEATH 06-01-96 COUNTY CUMBERLAND
NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
RAV D BERT
659 LYNES RD
DILLS BURG
PA 17019
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Anount R.n1tt.d
~
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YDUR RECORDS ~
iiEV:is4i-Ex--AFii-n'F9sT"NorIcE--oFuiNHEifIi'AtiCE-;:Ax-jippRiiIsEHENr-,--,m.-OwANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BERT' MARTHA L FILE NO. 21 96-0454 ACN 101 DATE 09-16-96
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSHENT OF TAX:
15. Allount of Lina 14 .t Spousal ~.ta (15)
16. Anount of Lina 14 t.x.b1a at Linaal/Cla.s A ~ata (16)
17. Allount of Lina 14 taxable at Collata~al/Cla.s B ~ata (171
18. P~incipal Tax Due
TAX CREDITS:
PAYMENT
DATE
06-13-96
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN
1. R..l Eatot. ISch.dule AI III
2. Stock. and Bond. (Sch.dule B) (2)
3. Closaly Hald Stock/P.~tn.rship Inta~e.t (Schadul. C) (3)
4. Mo~tgagas/Note. Racaivable ISchedule D) (4)
5. Cash/Bank Daposits/Misc. Pa~sonal Prop.~ty (Sch.dula EI 151
6. Jointly Ownad Propa~ty (Sch.dule f) (6)
7. T~.nsfars (Schadule G) (7)
8. Total As.at.
APPROVED DEDUCTIDNS AND EXEMPTIONS:
9. funaral Expanse./Adn. Costs/Misc. Expenses (Schedule H) (9)
10. D.bta/Mortg.ga LleblIltl../Llena ISch.dule II 1101
11. Total Deductions
12. Nat Valua of Tax Return
13. Charltabl./Gov.~nllantal Baquest. (Sch.dule J)
14. Nat Valua of Estat. Subj.ct to Tax
NDTE:
RECEIPT
HUMBER
AA112932
DISCOUNT (+1
INTEREST (-I
231.15
I CHANGED
.00
.00
.00
.00
86.113.00
.00
.00
181
86.113.00
'9,066.00
.00
1111
1121
1131
1141
Q.066 00
77 ,047 .00
.00
77,047.00
.00 X' 00=
77,047.00 X.06=
.00 x' 15=
118)
.00
4,623.00
.00
4,623.00
AMOUNT PAID
4,392.00
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
4,623.15
.15CR
.00
.15CR
I IF TOTAL DUE IS LESS THAN 'I, NO PAYMENT IS REQUIRED.
IF ToUL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REUERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
"
(')el
RESERVATIONt E.tat.. of d.c.dent. dying on Dr b.for. D.c.~er 12. 191Z -- If any future Int.r..t In the e.tate Ii transferrad
In po.sa.slon or anJoy..nt to Cia.. B Ccollat.ral) benaflclarla. of the decad.nt aftar the .xplratlon of any a.tat. for
Ilf. Dr for y.ar.. the Co..onwealth h.reby .xpra..ly r...rva. the right to appralsa and a.s." tren.far Inh.rltanca Tax.'
at the lawful CI... 8 Ccollataral) rat. on any such future Intar..t.
P\JRPOSE OF
NOTICEs
To fulfill the requlree."t. of Section ZI40 of the Inheritance and E.tate Tax Act, Act Z2 of 1991. 7Z P.S.
Section 2140. ,
Detach the top portion of thl. Notice and .ubalt with your Ply.ent to the Raglshr of will. printed on tha nvars. .Id..
.-Hlka check or ItOney ord.r payable tot REGISTER OF HILLS, AGENT .
All pay..nt. r.cllved .hall first ba appll.d to any Int.rast which .ay ba dua with any ra.alnd.r appllad to tha tax.
. r.fund of a t.x credit, which was not rlqu.stld on tha.Tax R.turn, .ay ba rlquest.d by coapl.tlng an -Application
for Rafund of pennSYlvania Inharltanca and E.tata Tax- IREV.UlSl. Application. are aval1abla at tha Office
of thl Alghtsr of WIU., any of the 23 Rav.nu. Dhtdct Offlc.s. or by ceiling th. .p.elal 24-hour
an.w.rlng ..rvlc. nuabars for for.. ord.rlng: In P.nn,Ylvenla 1-800-362-2050. outsld. P.nnsvlvanla and
within local Harrisburg ar.a 1117) 787-8094, TOOl (711) 77Z-2252 (Hearing I.palr.d Only).
PAYMENTs
REFUND (tA) s
OBJECtIONS: Any perty In Int.re.t not .atlsfl.d with the apprals.ssnt, allowanc. Dr dl.allowanc. of deduction., or a....s.ant
of tax Clncludlng discount or Intarut) a. .hown on this Natlce .u.t obJ.ct within .lxty (60) day. of nc.lpt of
this Notice bY1
"wtlUsn prot..t to the PA Depart.ant 0' Rlv'nuB, Board 0' App.als'. Olpt. 281021, Harrisburg, PA 171Z8-1021. OR
"al.ctlon to have the aatt.r d.teraln.d at audit of th. account of th. p.r.onal r.pr...ntativ.. OR
..app.al to the Orphans' Court.
AD"IN
ISTRATllIE
CORRECTIONS t
Factual errors dlscov.rld on thl. as"S...nt .hould b. addr....d In writing to: PA O.part..nt 0' A.v.nus,
Bur.au of Individual Tax'" ATTN: Po.t A.......nt R.vlaw unit, D.pt. 280601, Harrl.bUrg, PA 17128-0601
Phon. (717) 787-6505. 5.. pag. 3 of the bookl.t -In.tructlons for Inh.rltanc. Ta. P.turn for a R..ld.nt
D.c.dent- (REYolSOIJ for an ..planatlon of ad.lnl.tratlv.IY corr.ctabl. arror..
If any ta. due Is paid within thr.. CSI CIIl.ndar aonth. aft.r th. d.udent'. d.ath, . flv. p.rcent (Sic) dlscaunt of
the ta. paid II allow.d.
Th. ISX ta. aana.ty non-participation penalty I. co.put.d on the total of th. tax and Int.r..t .I.....d, and not
paid b.'or. January 18, 1996, the flr.t d.y ,ftar th. .nd of th. tax n.n..ty p.riod. Thl. non-participation
p.nllty I. app.alabl. In the .a.. .ann.r and in the the I'" tl.. periOd a. you would ,pp.al the tax and int.r..t
that ha. b.en a......d a. Indlcat.d on thl. notlc..
Int.r..t I. charg.d b.glnnlng wlth flr.t day of d.linqu.ncy, Dr nln. C91 aonth. and on. (I) day fro. tha data af
d.ath, to the data of pay.ent. Ta.e. which b.ca.. d.llnqu.nt b.fora January 1, 198Z blar Int.r..t at the rat. 0'
.1. (6~) p.rc.nt p.r annu. calculat.d at . dally rat. 0' .000164. All t,... which b.ca.a dlllnquant on and aft.r
January 1. 1982 will b.ar Intlr..t at a rat. which will vary fro. cal.ndar y.ar to cal.ndar y.ar with that rat.
announe.d by th. PA D.part.ent of R.v.nu.. Th. appllcabl. Int.r..t rat.. for 198Z through 1996 ar.:
~ Intlr..t R"t. DnllY tnt.r..t Fllctor !!!! Intara.t p"t. DailY tnt.r..t Factor
1982 20~ .OOOS48 1987 .l .000Z41
I'as 16~ .0004]8 19B8-"'1 llZ .000301
"84 II. .000301 19lf2 .l .000247
1985 U~ .000lS6 1'93-1994 7l .000l'f2
1'86 10~ .000274 19IfS-191f6 .. .000247
"Int.n.t l. calculat.d a. followlt
OISCOUHT s
PENAlTVI
INTEREST:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
_.Any Natlc. 1.lu.d after the ta. becDa.. d.llnquant will r.fl.ct an Int.r..t calculation to ,I't..n (15) day.
b.Yond the date of the a"I....nt. If pay..nt I. .ad. aftGr the Int.re.t coaputatlon dati .hown on the
Hotlc., additional Inter..t au.t b. calculat.d.
In Re:
ESTATE 01,' MolrLl1a 1.. Bert,
deceased
: Fi l<~ No. 1'l()(,-00454
: "A Fi l(~ No. L1 'J6-0<1!l4
:D,jt.r~ of Death 06/01/96
:~.u. ff 162-L2-4364
: 1.I,;'I"I'EH8 'I'I';~;'I'AMENTAHY NO.
Ll-'l(,-454
RECEIPT, RELEASE, HEFUNDTNG AND fNDEMNfFfCATION
AGHEEMENT
The undersigned, legatee under Lha Will of Martha L. Bert,
deceased, hereby:
1. Acl:nowledges that he/she has reviewed the Last Will and
Testament of Martha L. Bert dated June 7, 1996;
2.
Schedule
Court by
Doris J.
Waives the filing of the First and Final Account and
of Distribution with the Cumberland County Orphan's
the Executor/Executrix of said Estate, Ray D. Bert and
Barr;
3. Acknowledges receipt of $14,695.41 with this Receipt,
which represents the total distribution of the estate, per
Article 2 of the said decedent's Will dated June 7, 1996;
4. Kenneth L. Gutshall Releases Ray D. Bert and Doris J.
Barr, Executor/Executrix of the Estate of Martha L. Bert, and all
his/her heirs and personal representatives, from all liabilities,
which he/she may have by reason of his/her adminstration of the
estate with respect to the funds herewith;
5. Agrees to refund to the Executor/Executrix any portion
of the distribution to which he/she is not properly entitled,
and, to the extent of said distribution, to indemnify the
Executor/Executrix for claims made against him/her as
Executor/Executrix, and to reimburse to him/her all expenses and
costs incurred in connection with any such claim.
6. Declares that this instrument shall be legally binding
upon him/her, his/her personal representatives, successors and
assigns.
;(~J,t:/(.7(h<tf&/(' Address:
Kenneth L. Gutshall
,/.:2./ /9 7
/ ,
1? /') .&'-JZ.-. 'l' 7)"
('c:yC; I UItA. ,Y':1 <//9'
(/ "-I (7 -
Date:
In Re:
ESTATE OF Marllw L. Bert,
deceased
:I-'il(> No. ]')()6-00~5~
:PA File No. 2196-0~54
:Date of Deat.h 06/0]/96
:S.5. H 162-22-~364
:LETTEHS TESTAMENTAHY NO.
21-96-454
RECEIPT, RE:LEASE, REFUNDING AND INDF:MNIFlCATION
AGRE:E:MENT
The undersigned, legatee under the Will of Martha L. Bert,
deceased, hereby:
1. Acknowledges that he/she has reviewed the Last Will and
Testament of Martha L. Bert dated June 'I, 1996;
2.
Schedule
Court by
Doris J.
Waives the filing of the First and Final Account and
of Distribution with the Cumberland County Orphan's
the Executor/Executrix of said E:state, Ray D. Bert and
Barr;
3. Acknowledges receipt of $14,695.41 with this Receipt,
which represents the total distribution of the estate, per
Article 2 of the said decedent's Will dated June 7, 1996;
4. Doris J. Barr Releases Ray D. Bert and Doris J. Barr,
Executor/Executrix of the Estate of Martha L. Bert, and all
his/her heirs and personal representatives, from all liabilities,
which he/she may have by reason of his/her adminstration of the
estate with respect to the funds herewith;
5. Agrees to refund to the Executor/Executrix any portion
of the distribution to which he/she is not properly entitled,
and, to the extent of said distribution, to indemnify the
Executor/Executrix for claims made against him/her as
Executor/Executrix, and to reimburse to him/her all expenses and
costs incurred in connection with any such claim.
6. Declares that this instrument shall be legally binding
upon him/her, his/her personal representatives, successors and
assigns.
~tc4/ I "'!;((,f-4 I
Doris J: Barr
Address:
..3 Ie f!. t;{'lLW'cd r/~
IJ!
Date:
t -,$.3" 'l l'
I
1r",. f/?/..i'lt!f//j'
./ ~
/,~tJ5!J
In He:
ESTATE OF Mart.ha L. Bert.,
deceased
:Fi II) Nu. 1\j'}(j-00454
:rA File Nu. 2146-0454
: (J,il-'l of Death 06/01/96
:5.5. ff 162-22-4364
: LETTf:HS TESTA~lENTAHY NO.
21-<)6-'154
HECEIPT, RELEASE, REFUNDING AND INDEMNIFICATION
AGHEEMENT
The undersigned, legatee under the Wi 11 of Martha L. Bert,
deceased, hereby:
1. Acknowledges that he/she has reviewed the Last Will and
Testament of Martha L. Bert dated June 7, 1996;
2.
Schedule
Court by
Doris J.
Waives the filing of the First and Final Account and
of Distribution with the Cumberland County Orphan's
the Executor/Executrix of said Estate, Ray D. Bert and
Barr;
3. Acknowledges receipt of $14,695.41 with this Heceipt,
which represents the total distribution of the estate, per
Article 2 of the said decedent's Will dated June 7, 1996;
4. Doris J. Barr Releases Ray D. Bert and Doris J. Barr,
Executor/Executrix of the Estate of Martha L. Bert, and all
his/her heirs and personal representatives, from all liabilities,
which he/she may have by reason of his/her adminstration of the
estate with respect to the funds herewith;
5. Agrees to refund to the E_:ecutor/Executrix any portion
of the distribution to which he/she is not properly entitled,
and, to the extent of said distribution, to indemnify the
Executor/Executrix for claims made against him/her as
Executor/Executrix, and to reimburse to him/her all expenses and
costs incurred in connection with any such claim.
6. Declares that this instrument shall be legally binding
upon him/her, his/her personal representatives, successors and
assigns.
AU,ta/ I ;;({.+,4/
Doris J: Barr
Address:
-3 Ie i!. f,f"nv., cc( ;lve:.
1>./ <' k4/,,'n!>(!!j-, III 170S~
Date:
t-j"J..<17
,
In He:
ESTATE OF r.t'--lrtha L. BQft,
dnceased
:Fil(! No. l'I%-OO~5~
: PA I.'j 1(' 110. Ll96-0~ ~i~
:D,ile of Deat.h 06/0]/96
:S.S. H 162-22-436~
: LETTEHS TESTN4ENTARY NO.
21-96-~5~
RECEIPT, RELEASE, REFUNDING AND INDEMNIFICATION
AGREE14ENT
The undersigned, legatee under the Wi 11 of Martha L. Bert,
deceased, hereby:
1. ACknowledges that he/she has reviewed the Last Will and
Testament of Martha L. Bert dated Jur.e 7, 1996;
2.
Schedule
Court by
Doris J.
Waives the filing of the First and Final Account and
of Distribution with the Cumberland County Orphan's
the Executor/Executrix of said Estate, Ray D. Bert and
Barr;
3. Acknowledges receipt of $14,695.41 with this Receipt,
which represents the total distribution of the estate, per
Article 2 of the said decedent's Will dated June 7, 1996;
4. Ray D. Bert Releases Ray D. Bert and Doris J. Barr,
Executor/Executrix of the Estate of Martha L. Bert, and all
his/her heirs and personal representatives, from all liabilities,
which he/she may have by reason of his/her adminstration of the
estate with respect to the funds herewith;
5. Agrees to refund to the Executor/Executrix any portion
of the distribution to which he/she is not properly entitled,
and, to the extent of said distribution, to indemnify the
Executor/Executrix for claims made against him/her as
Executor/Executrix, and to reimburse to him/her all expenses and
costs incurred in connection with any such claim.
6. Declares that this instrument shall be legally binding
him/her, his/her personal representatives, successors and
00.
Address:
tj;7~;-
(~.jll?d
~;, I,t j. (//!y'
"~;J!i.)' ( ) (i7 r;(/9/(f
ay D. Bert
not., (/ 'II t 3~
/197
In He:
!':STATE OF Martha L. Bert,
deceased
:Filc No. 1l)<l(j-004~4
:rA File No. 2196-0454
:Date of Death 06/01/96
:5.5. II 162-22-4364
:LETTERS TESTAMENTARY NO.
21-96-454
RECEIPT, RELEASE, REFUNDING AND INDEMNIFICATION
AGREEMENT
The undersigned, legatee under the Will of Martha L. Bert,
deceased, hereby:
1. Acknowledges that he/she has reviewed the Last Will and
Testament of Martha L. Bert dated June 7, 1996;
2.
Schedule
Court by
Doris J.
Waives the filing of the First and Final Account and
of Distribution with the Cumberland County Orphan's,
the Executor/Executrix of said Estate, Ray D. Bert and
Barr;
3. Acknowledges receipt of $14,695.41 with this Receipt,
which represents the total distribution of the estate, per
Article 2 of the said decedent's Will dated June 7, 1996;
4. Asa E. Gutshall Releases Ray D. Bert and Doris J. Barr,
. Executor/Executrix of the Estate of Martha L. Bert, and all
his/her heirs and personal representatives, from all liabilities,
which he/she may have by reason of his/her adminstration of the
estate with respect to the funds herewith;
5. Agrees to refund to the Executor/Executrix any portion
of the distribution to which he/she is not properly entitled,
and, to the extent of said distribution, to indemnify the
Executor/Executrix for claims made against him/her as
Executor/Executrix, and to reimburse to him/her all expenses and
costs incurred in connection with any such claim.
6. Declares that this instrument shall be legally binding
upon him/her, his/her personal representatives, successors and
assigns.
d,- ,~~
Asa E. Gutshall
Address: 27ft. mal/~w~ t::f.
.
)1112.1- /e'.tf~) f /I- /7. 5Yl
Date:
?~~J
"<l' .". ..':....
- Cl..
".. ..
'.J .~'; N
" no
t'"\
I
:5
....,
p; i::
~{,& OJ :;:l
0: t.)U
STATUS REPORT UNDER RULE 6.12
Name of Decedent: If; /"
/J ,/, ,(
/ I
Date of Death: (; // /(//
Will No. ,1!. c;(( ';- i
'", ..) ..
/
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.... ,,' J
/
,. '/; ,i .'r
.1
", 7/01. /1'/.,. II
,"' "". { ,.J,
Ad i N Ic-li/..f"'//'--"/
m n. o. ' . ',' ( .,!
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 w~ether administration of the estate is complete:
Yes V No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did? the personal representat,ive fi/le a finaj.j ;'
account with the Court. Yes No V. :~~ Ii! /'1'''\ C'I ( {,/'/" /'/~
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: .~.
c. Did the personal representative state an
account informally to the parties in interest? Yes V' No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
,
"
::J
1'\....
'_." \-J
AIf.L,1 ':) ';::;,;-1
Sig)'l'ature
/ l11/:fi :'~.-;I'J.I
Name (Please type or print)
(- ,:~ 7 :.;- t-: '6 /. ,1 ({- ft.) ti if
Address {,' '( I {"I.. .''/'''''';1, C(, /(911
( Till :-..; 9( 7?? ':.,'
Te 1. No.
Date: ~!/I/.I r; 7
''I
Capacity:
v/' Personal Representative
Counsel for personal
representative
(MAH: rmfl AM3)