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HomeMy WebLinkAbout96-00488 ." ~. ... ... . - 'c' ".;-oUHG r.'.... ..() . r'.. ";,' " ; I - "-... "-: - -- J~ ~ '1-(,J?./. tfCurJdAJ Cct-4 Cac!lkM.-<- / U-zh:f /k,HI +tdL-'- /, /d d Ul.:...C-tI!/F/ / . 'I.~':"",~y~o!-,<~~ " .,........ - -' ....: I . i='I";~' .....=-~lf1 . . .~ ~~.~,i ,~. ..... ... .. - -----. - .- .,..... -' -.- -' '- -- - 1,,,11I,, ,III '" '"~ i1,.Ii,,,Ii.,,II,I,I,, ,,1,1,.,111 ,- ,.,....... ~ ...,. . f', '. 'J ;. ." ,I , ~,. ) ,"t, n .\ . . ' ~.~ , t' . ... i /' . . I,. .~ ~. " . 1 \. ~. :< 'f, . .f -;:~---'~~.:.1lII. -- ," ._-- . -~ -.",' . \\., I' -, . . "'.::". . i -~---:: --. --"........--.- " - , -. ~Q /~ ' I()A~d~ ~~()/ s:dw~~ 112 /'"101/ 4 ! . h...~._..._ e.. .. ."'-.- , . .., r t .' <I '. ."J :':. '4" (. )- .. . III' \ -- . of. '0 .. r.. \ ,1 .. ~ ....\, , \4'.,. ~ , . .Il ,':. ,_ .., . .~~ . t. ~.' fJt . . -, i'" , t. ~. ~. '.~ " ~. ... ~:,' . ., ".- . t .- - ....~.. ..... ...... - -.-..---' y~ .----.- .-.---. , \. _/ I PETITION Hm PlmUATE nnd GHANT ()Io' LETTEHS blo/(' of /~JI~,{ljt/ /Ja(/t.< , Nil. .1.1-q&,'_(f~(u_____ a/.\O A"';"'II U\ .,~~'kt,' ~L.' fJ d.:tJ.{ 1"0: l{o~bll'l III \\)~, In' 1110 ~ . t llllllly III ~K\._u_.f III Ihc <"(Jlllln(ln\\'l.'illlll ()f I'cnn'yl\,illlia Ikct'tlwd. .- '. ,\,d O' (~I 01 - 'r) I .'\o('la/ .'it'I'urlty j o. __~_ . 7 ___ .....1____._ m_:" _3. rI",: pl'lition of IlIl' 1I1H1l'1\i~IH..'d Il"lh:":lfull\ 1 l'llI l'\l'lI " thai: 7 . Yt11lr 1'"'lilhHIl.'I(\J, \\ Illl i" all' IS Yl'ar' Ill" a~~)1 ll)dc..',("anlhl' t'.\l.....1I1 ---~..Vf:--- ;lIlho la'l "ill 01 Ihl' al-o,c d$fl'lklll, dalod,:.:r-q-_ a- I _." .. _,.___.__ ;Il1d oodicil,,) dall'd tV - H " "....n __ ,.. .." ., .,._ . named . 19"":1......3 1~1"ll'ldl";l1l1 ~lI~'III11'I.IIKl". l'.': rl.'lIl1l1t.:'alillll. 1ll-.111l Illl'\l'l"Ulllf, l'lc.1 DC,Cllllolll 'Ii" dlllllidlcd allkalh ill -..~m,kL?t~.-.. -"-J! ClllllIl>-l'CllnsYlvani~"e~ h_JS '_ 1;"1 fa~i~' "' I"illl'ipa~doll'c '117-1 QI,I~a.(.IiV1~L~j,..~_.lJW)( 'l'nt. . t1.. jf!kUcll_Lu0.,'-t(A~ ___.\-k_ j,UtW-,Sh...---__ 111,1 \II~'~'I, 111111111\" .III.! 1I1111i~'lp.11IIH a11l~t1?~~~cJJ:t~yc'I~'_Of~~~~ll-~~~~~(?f- ,19 E\\.'CPl a, f(llh\\\,. dl.'\.'clh:nl did 11ll111wrry. \\a, not l.li\,(Jr\.'\.'d and did 1101 ha\'c a child born or adoplcd after l.\e....lIIi0I111f Ihe \\illllffcn'd for prohall.'; \\::1', not thl.' \ktimllf a killing ami was never adjudicated ill1..'Ul1JI'l'ICI11: ____,~____________~__ Dl....l.:llknl al death ll\\l1l'd prnpl'rty wilh estimated \"ahlt:, a... follow,: (If dlllnidkd ill 1'",) All po"onal P'opcrlY (If litH domiciled in Pa.) Pcr...onal prnpl.rty ill Penn,~I\"aniil (II not dllmidkd in Pa.) Per,onal properly in County \'allll' llf real ,",'Iall..' in Pl'nll"hania ,illlall..'d ii' hllhH\': __.___/h",,_~_______________ _________ s~ 100.00 s s s \I III:KI;I'OKI', pOlilioIlO'(\) rc,pc.,llllly "ll!!O'll') Ihc p~ll,,"o of ,hc la,' will and codicil(s) p,owllIcd horc\\ilh and Ihc gr"llIof kllcr'....-:-"'.Lti/..Ia:rtJ.<,/)I.~I_ Itl'\t.lIll~'I1I.II\: adl1llll1'Itatilll1 ~'.I.il.: .1lImini"lr;llion d,h,n.' .1.;1,) thl.'llll1. - 1:: :.::~ ~-~ 11tJ!L; .9~~ /Jal-'lL . .{j,7("ai.-tu.n-tY,.UN- ::J J.ti.UlM1"".,U.'J~ t i L, 170ll -. F. - - -~-- ---.------- .. - - "_,,_ __..._.__n_________~ _ nn______________. OATH OF PEHSONAI. HEPI~ESENTATIVE (,O\I\IO\\\'E'\I.T11 OF I'E:\\SYI,\' A;';IA I '. J'. ::;" Cot :\T\' OF _n____ _____ ' S\\t'IIl Itl 01" affirllll'd .iint! 'lIh......tihl.d I h.'~~) Ill,' 1111, I~L _ l~~ "I ll))d'~, WtlL~L~---;i'-,- ,,(J,-jtd~i.(~';) 1:,-' /0'1 - /I ,1:,'<" {.j Ul'.iwl' 1 "I hl' Pl'lith1l1l.rt'l abll\l'.II<1l11l'd \\\l'al(') Of affirml') Ihal thl' ...tall'llll'nh ill the fml.'going petition are trill' ;llld ,,:OIll',,'1 10 Illl' hl"ll'llhl' ~no\\k'dl!l' ami belief of p\"'titionl..'TI') and thai i.I\ pCT!\onal n.'prl'scn- li.lli\l'l"') III' Ihl' ahllH' lll.'-':l'lkrll !1l'litiolll'r("l} \\ill \\l'1I amllrllly aL1minis'l" the l'''It;lIe iu:cording to la\\'. ~t0}~~']~~l!d~:~~ ___ ~ '" ----..---------.---- :: -_._-------~~--~- ~ - '" - No. 21-9&-488 Estate of RUSSEI.L W HAl R~: , I)ecellsed DECREE 01: PROBATE ANI) (iRANT 01: LETTERS AND NOW JUNE 21, 19..9~. in consideration of the petition on Ihe reverse side hereof, satisfactory proof having been prcsented before me, IT IS DECREED thai the inslrument(s) datedE>>.R\!ARU..__I.9EI described therein be admitted 10 probate and filed of record as the last will of RUSSELL W, HAIRE and letters TESTAMENTARY arc hereby granted 10 BETTY JANE HAIRE ~(1 o,f//d;'PA (J d, J-/~Jdil.O, /lt~dj Rcgi!tlcr or WiII\ FEES PrDbale, letters, Etc, ."...". S 25.00 Short Certifieates(l) .".",... S 3.00 ~W.1;1t:r.1vUi\q~~.. s 3.00 JCP S 5,00 TOTAL _ S 3&.00 Filed .. ~~~,~ ,n...! ~~.~ , . . .. . . .. . . .. .. . , ATTORNEY (Sup. CI, 1.0. Nu.1 ....DDRESS 1'1I0NE co ::;~ ';3 r;-} ~.~ ...t.... ~ .-: co - .. :::J . ...., u ".' <.J e: '0 E cue: II: P' .!!:!:> UU LETTERS AND ORDERS MAILED TO EXECUTOR JUNE 21. 199& 21-96-488 REGISTER OF WILLS 01' COUNTY OATH 01' SUnSCRIIJING WITNESS /' codicil ,,/' (each) a bscribing witness 10 Ihe will presellled herewith, (ellch) being duly qualific.d"a~cording 10 law, depose(s nd say(s) Ihal /presenl and saw ,/,,/ Ihe teslal , Sl ~e same and Ihal . . / signed as a witness at the request of teslal_ in presence and (inlhe presence of "each olher) (inlhe presence of Ihe other subscribing witness(es)), Sworn to or affirmed and subscribed be Ie me this day .~V( I.,!~ ' -,/ "- (Name) .'-...., .... ", IAddress) / .' ~- ReRi.!/er ", .(Name) (Address) , REGISTER OF WILLS Of' CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS v. :&.tt~ 1'~Hl' 8M r~ ." L7,Wh-t"-? 71 E/o1,hr.-$ , (each) a subscriber hcrelo, (each) being duly qualified according 10 law, depose(s) and say(s) that familiar with Ihe signalure of RUSSELL W. HAIRE il\.lIJ(~ will that THEY presented herewith and codicil believeltlhe signalure onlhe will is in Ihe handwriting of testat_ of (one of the subscribing witnesses 10) Ihe RUSSELL W. HAIRE to the best of TIIEl R knowledge and belief. /3dtj}0v NaLt<- Of' f/'!ame) () ..,}{,{jJI..{J)JLdJtwl-IU1' I r c, (Addre.!.!) ~ .;,(.c .~ X -: ;- - " -(:;,;;~ / ,;!"..t '6"-/r~..k'r? '4./ /"'/}S""S .....-(;Iddress) Sworn 10 or affirmed and snbscribed before me t~ /.ya dllyof ..I~U'~ 19~ v .tJ . ~;; '/JA?}/~. ht"';:~' /',{I, . 1i/ - R) 'L~t..L~ ('/.:Istf!r ./ 1701/ lXJ 3~ N - .. (' 0 ~~ 0 ( E: 0 -". . -,. lXJ , e, - ~ . ... .. , r:i I:' ..::.1 CJ ~JJ ~ 01 E oa> ~ mC!: UU C!: .' .' . . Y8!.J!.1!-kMl.!?-.!l:;!:t'AI I~::! n' OF~2lH.J'I.....J.1[\ I;tL I, RUSS,;1.1. \-I. lIAIRi::, of LOllcr A1.J.cl1 'l'mlllflhip, Cumberland County, Penn~yl. vanin, l11'i.n~ of sound mind, memory lInd understandint;, herl'by revnldnl; any (oI'm'~r iHlls by me hcrl~toforc madc, do mlll:p, publ i s1\ /Ind 1\(0('1111'" this my lllst \-lill. lInd l'clltnment in mOlll1e.I' afl [allows: I direct my hereinafter Illlm'.,d l~::pcutor to pay all my just dehts, funeral and burial {'){pemll'fl as soon aCt..r my decease ns practicable, as well as nll inheritance taxes, whether State or Federal, which may be ossessed or;ai.nst m~' t::statl', or on any propl~rty passin?, as a result of my death, \~hethcr or not forming part of my r:statc, as part of tlH' cnstB of odministration. I give, devise and bequeath 011 my property, real, personal and mixed, of whatsoever sort Rnd wheresoever situate, to my IYife, Betty .Jane Hair", abflolutely. In the event my snid \~ifc, Bl.tty .Jane Haire, should predecensc me, or our deaths should occur simultaneously, or as a result of common disaster, I r;i.ve, devise nnd be<jueoth all my estate, real, personal and mixed, as aforcBaid, to our two friends, Carl S. Kepner and Ernest H. Kepner, hoth of 911 Chambers Street, Drl'.sslcr, Pennsylvania, share and share alil(e. In the event eitlH'r of the aforesaid persons should predecease me, leaving a child or children to survive, I direct that the share. or portion of my estate herein ~iven to such deceased person shall then be ~iv"n to hi H ehil r.I or children, share and share nlil({" per stirp"s. In thl' event "i.ther of the aforf'said persons should ,\""-' ,.,.. ~, .-.i::, ..;. '~...."'" ' ;~~~~!~i,E~~i~~~~~:~~~ ",!" <, ",- !~~~:\~q f7f:~~:;fi~,--,' ^' 'I')tj':' 'o^.:,,_',A> ~~;"~~'. 'f' ~~~{iC':'" ~?f;,\;\{:,::,;, >':' ~~,;~;'.- i:",'j ., ~{<'v"'" ',.. _~rt~5f1d:'~ . .-~ . ~i , 'CO ;;t'J o ~ co .:'....,. :!j .~ ':-' ~~ " 0"" "t).;; ,.Mt) l.'.- - ~ :.'1. .~: h ,~'- " - '/$ T:E ~d ~'; ~ ~ gj ~ Eo< t:l . '~ ~ a rx; a 0 CI) ~ CI) Eo< ;:l ~ J .-, , '::/:~~~~;:;;"'.: . '1' . ""A,,:~;il't ,..,'"'~ ~: }?~-,>h'f:~ft;r ~ ~}lk~~ ~~ ~ " " '!:~',:i'l !p,gj 'S l;t{~~~~ ~ ~ ~ '.E"~; "~~;" -, r.... ... ~ '. ,,),'."i" .... ~ Ill" . ;,,:.", ~ I i lti;:~~ 14 O' ~,12">", ~ ~ n g :i ;;~j:'g -.j < ~, ,Il' .' f< 'Ill, l';:,r::: VI ' ~, '. '. .' ';;;.'~i~ }~li.1UJ ..... ~ 0-. - I t. 21-96-488 , ' .... 'S' --~ 0,; '"" A("-'~OO n. If '-,1"1 w ... :..:~'" u"''' wo..u :eC>C> u"'~ 0.."' 0.. '" INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) OfCIOINT!II NAMlllA!II1. II.!>T ArWMIOOII 114l1lAlI IJl(ltlltll \ (eMPll" AOO~I!II!II HAIA.E l2."!>!>El..t... W, 10 ~^Il..I!.D"'b AII['. '~~'~"~"~;~~" i~_~~~~T'~:;~~J'lc. j'''~~'i;~'/I~ (..". SG::::~':::,J, PIl " 'H',;;~'~'~""::6~~~~ry"n'~:"". ",.., '" r~~'~"~'; ~'":"Sl &;tf '""'"'' "f;: '~' ;'~."~';_ [X 1. Original Relurn : 2 5upplemenlal Relurn r ) 3 Remainder Reluln - lIar doles 01 deolh prior to 12.13.821 D 4. Limited Estale 14a future Inleresl Compromile [] 5 fedelal fllale Toa Relurn Required (for datel af dealh aller 12.12.821 06. Decedent Died Teslale l 7 Decedenl Mainloined 0 bving Trull --'28. TOlal Number of Safe Deposit BOlles (Anach copy of Willi (Alloch copy of Trusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: /(;;- - 1,':)'-\ ) ( ~ 0,,- ,V 't..,.' .~(\ ....~ .,... (OMMONW(A.mlOf PfNN!lYlVAWA OfPAAIM[NT Of ll[vWU[ Of PI 180001 !tA~~I!lBURG. p_~. ~1I78 Obal ... z w C> w U w C> ,... "'z Ww "'C> "'z 8~ NAMf ge IflfPI1QNf NUM ER ..1. !-\A'IU: t..J -_.;t:1,P>7 .--.---- ------,.--.-- 'I 'OR DATlS 0' DIATH A"IR \2/31/9\ CHICK HIRI . If A SPOUSAL , I POVIRTT CRIDIT IS ClAIMID I , flU NUMBIR 1'1'1(, OOlf&l!. z C> ;:: :5 => ... 0: '" u w '" 1. Real ellote ISthedule AI ( 1 I 2. Stoth ood Bood. (Sthedule BI ( 2 I 3. Closely Held SIock/Partnership Inleresl (Schedule q ( 3 I 4. Mortgages and Noles Receivable (Schedule 01 I 4 ) 5. Cosh, Bonk Deposih & Miscellaneous Personal Property I 5 ) ISthedule EI 6. Joinlly Owned Properly (Schedule f) ( 61 7. Tro",'e" (Sthedule GIISthedul. l) 17) 8. Total Gron Auets (10101 Ones 1.7) 9. Funeral Expenles, Administralive COSh, Miscellaneous (Q I EIlpenses (Schedule HJ 10. Deb". Mortgage Liabilities, liens (Schedule I) (101 11. Talal Deductions 110101 One, Q & 10) 12. Net Value of Estale (line B minus line III 13. Charitable and Governmental Beque~h (Schedule JI 14. Nel Value Subject 10 Tall (line 12 minus line 131 15. Spousal Transfers (lor dales of death after 6.30.94) See Instruction I for Ar,plicoble Percentage on Reverse (15) Side. (Include values rom Schedule K or Schedule MI 16. Amount of line 14 toxable 01 6% role (161 (Include values from Schedule K or Schedule M.) 17. Amounl of line 14 tellable 01 15% rale (171 (Include valuel from Schedule K or Schedule M_I 1 B. Principal tOll. due IAdd lox from lines 15. 16 and 17,) 19. Credih Spousal Poverty Credit Prior Paymcnh COUNlY CODE YEAR NUM8ER z C> ;:: '" ... ~ 0.. :E C> u >< '" ... + APT; ~I ,70/1 CO,,"PUH MAllltlQ APDR(!II!l 10 ~IIII..R.o"'b SH'.q:,.....N!>'rO"',J , APr n.,/ A Ill! , Pit ;1.01 -~~-- ,-~--~_..._~----~_.~ ____.__.. n___________________~____._ .&,lA.> 01.. $;7. ( 8 1__ . l.P. C,_.3_A'nS7 _- _.J.f. ~S7. 00 (11) (121 (13) (14) u lJ.lD_S_7.uOo___ JI .t:t _75'-52.____ -L CJ_l$.L57 1'175.57 .)(.00= O.OQ x .06 = x .15 = (18) 0,00_ DilCovnt InlClest + (lq) 1201 0,00 20. If line 19 ji greoter than line 18, enter the difference on line 20. This is the OVERPAYMENT. gO 21. Check here if you are requesting 0 r.fund of your overpayment. 0.00 If line 18 is greater than line 19, enlor the difference on Line 21. This is the TAX DUE. A. Enler the inleres' on the balance due on line 21A. B. Enter the 10101 of line 21 and 21A on line 21B. Th;s is the BALANCE DUE. Mak. Check Payable t~.~_~._glst.r a. ~l1Is. Agent (21) (2IA) (21BI >-).0- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIOE- AND TORECHECKMAY'H -'-...c:-~--- ___w__m__~_____ ~~der penalties of perjury. I declore thol I have e~omined this return, including Q((omponying schedules ond slolemenh, and 10 Ihe best of my ~nowredge and belief, It IS Irue, correct cnd complete. I declare tho I 011 leal c\lole has been reported ollrue mal~el volue Oecloration of prcparfH 01 her Ihon the pl:'nonol lepre'enlalive i, bOled on 011 information of ....hich prepare' has ony ~nowledge "0 ""'0 '~_():'~:"t:'t::"'i?"I'O"(~~r;;:; a1..l~,uJt,tf</l1it- If:. / 70//. "'''9//.319" ..- OI~t.!o/'lt otl./t~Att t.1~t.1 ~1r.IA1'.f All(JR!"~ (;0\11 ---- . . ,.. ,,~:i,,~:9l\ _il'h- COMMONWEALtH Of PENNSYLVANIA INHERitANCE tAX REtURN RESIDENT DECEDENt l SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES - --- -- IIYISlllh{1.1I1 ITEM NUMBER A, Funeral Expenlel' DESCRIPTION I J Pleale Print o~ TVP'!.. FILE NUMBER Iq'l~ - D04-88 I AMOUNT ESTATE OF P-l.I.~'>EI..L W, HAl ItE 1, ('\ \A.S::'~l.-"'''',J F......JE~^l.- /-h".,e. ~ .I.f; ~S7. 00 1. I Administrative COils: I I I I Personal Representative Commissions Sociol Security Number of Personal Represenlative: Year Commissions paid B. 2, Allorney Fees 3, Fomily Exemption Cloimont Address of Claimant ot decedent's deolh Street Address Relationship City 4, Probote Fees C. Mllcelloneaul Expenlu: 1. 2, 3, " 4, 5, 6, 7, 8, State Zip Code TOTAL (Also enter on line 9, Recopitulation) (If more Ipace II needed, Inlert addltlonallheetl of lame Ilze.) 5 l.f ~S7, 00 . ,- Rf:V,164? f.'" (K"Hl * SCIIEI>ULE () TRANSFERS TO SURVIVING SI'OIlSI ,.u..."".......'A!UlO'">>-.tL\A,t'U INIlJ:J.",vA1"4UJ""'!II lD.lIllWI1Ul1...,., ..:"T,\l't:nt" tll,.~ulltllcr /J.I.Jo,.S~ r:. l-L.- HA I R. E ;9'1(., - 001+88 l,J, It Alt... A: EUln the tks.l,,.ipti,m and \'aluc of "II inlcrnU. both taxahle and non.laxahlc, ,('gUJIN "f II.... JII '1', \.\hii:h r&lS to lhl: da:cdtnt's IUr\'i\"ing SpouK by \~i1I1. intestacy, ora-aainn orl,J.\~. UI ulhm.\I',' Description or items I 11:11,1 t~":llldl"n\J I\m.l,ml .-.---.--- ~~, 7 (p 7, 33 .2.. C.Al-1I Ftto,.... C.ttf.(....,,J~ Ac.t.ow""T (bl'lw"..,,J DEPo..'r) :r^,I>,~'b~"''- !<f;T.Il.(",P..J'r flct.ow'\l"t (bA"~"'.) [)EPOS'T) :2" .3 vS. ~4- :;,. I 'Hs ~ C.€1..E.8R..Ty Llbtl .1.C;IA'-l3SX)(1.113..:l.S~ I, ~DO. 00 C.I\E ",. Part A Total: l-:nla'the amount shown on the recapitulation sheet in the lHc'tdtnt Inrunnallon SteHlin. -~.l, I I) 3 -l.. ,1; 7 Election To Subject Property To Tax Under Section 2113(A) AI A Taxable Tr:l",f, r J1~. Tl:i, "Uecedent. If. trust or similar amngcmcnt mecu lbe requirements orSection 2113(A), and: I. The trust or similar arrangement is Iintd on Schedule 0, and b. The value of the trusI or similar arrangemenl is entered in whole or in part as an asset on Schedulc O. then the tralUfcror's penonal reprnmt.ali~ may specifically identify the lnlJt (all or. h41ional por1ion or p:rc~lll I~O:) tu 1..: il~llIJcd in the election to have such INst or similar proraty trUltd as. uuble lransfu in this estate. If less than the entire value of the tru~ jIf ;Imilu rfl,!X,I\ is in.:ludcd as 1 laxable transfer on Schedule 0, the pcnonal rcprcscntati\'C shall be considered 10 ha~ nude the el<<1ion ool~'.u I,' J rr3~1l\ln '11' Ih~ burl or similar arran&rn1cnl. 1bt n~rr.eralor of this fnction is cquallo the amounl of the trust or similar arrangcmml included as al.1uhle ...~~..~ "n Sdl~.Juk o. l11c I.knominator is equal 10 the lotal \..Jue ofthc INIt or simitar arrangement El.EC1'IOS: Do )'ou rltd unllu Stetlon 111J(A) to tft.t ... t...blr tnnsftr In thb nlale all or a po,II"u uf II tnnl ur ,11IIilllf arnn&tmtnl crtllN r,r the tolt we ofthb IIKtdrnl'. luni"lnllpowe durlnllhe lun.hlnl.poUst'l ..,lilT IIrrlllllr'! YES Q NO D Slrnaluft I)~l(' Nole: Irlhr elrdlon appUes 10 mort Ihan onr (nut or.lmll., Irnncrmenl. thrn ..rparalr foml nm,1 be' .IEflrd and OIrtl. Part B: fJ\lu the &scription and "alue of all inlerCSlJ, both l.1xable and non.uxablc. regardlcu ofhx-atj"ll.llI lllr J~'I.!.ICI't!l\J "hich pw 10 the dtttdml'ssurvi\'ing spouse for "hich. Scdion 2113 (t\) c1<<1iOlI is ~inr. lluJ.: Descriplion of items -\LP.'1I1" I PlIlIlToLoI - COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: ._- ._- ----~-------- ..---.- ----- --- -~..- --- ..- --- -~.~. - being duly _____ according 10 law, depo.e. and .ay. Ihal he - ------ .- --- _____________ 01 Ihe Estale 01 R....SSEL..' W. HI'I'~E.:_ lale of _ _..1..... N ;.. t... I q q I.J> _ __.____, Cumberland Counly, Pa" deceased and Ihallh. within i..n inyenlory made by ___________ --- -----, Ihe .aid of Ih. entire e.lale of soid decedent, con.i.ting of all the person.1 prop..ty and re.1 estole, excepl roal .stol. outside th. Commonweallh of Penn.ylyania, and Ih.1 the figure. oppo.ite e.ch item of Ihe Inyenlory reprDlonl il'. lair yalu. .. 01 Ih. dalo 01 d.c.denl'. dealh. and .ub.cribed belor. me, f1~1izq 19 I Addr... D.lo 01 Deelh __-.a 4 DAY .J,-",J~ Month 19q~ Vu, INSTRUCTIONS I. An iny.nlory mu.1 bo liI.d within Ihr.e month. aft.r .ppoinlm.nl 01 p.rson.1 ropr...ntatiy.. 2. A .uppl.m.nl iny.ntory must bo filed within Ihirty day. of di.coyery 01 additional ....ts, 3. Additional .h..ts may b. attach.d a. to p.rson.lty or re.lty 4. S.. Articl. IV, Fiduciari.. Acl 01 1949. J llo ~ ~ -0 w ) " ~ ~ ~ " w .. 0.. U " 0 .. 0 W III C '" ,.. ~ w " " l- X 0.. "- c I- ..J U. I ~ ~ Z 0 U. ..J jj 0 ! "- ~ W 0 <( I I .;.. > Z ~ j 1 - z 0 c C ~ III Z 14\ 0 0 ~ U Z w <( ~ ... 0.. 1 -a c " - -;: c:L, 0 .. .ll ... .. E -a - ..! 0 " ~ 0 ..J U u: CD ODD I . Inventory of the real and personal estate of ~\"-~!lo€.t...... t,J, HI\ltE. deceased J.. c..~l:." FP-ol'" c.ttE.C.~'NII Ac..c.o.....,.. {[)A..~H.'" llE'As'T} ~. I"'IllI~Il>"''''L- kT.4.f.,..C;",T A C.I..Ow"'T (~......ht,,,, DCPDJ,. T.,) 3. 11\ ?)(, CItE....Y C€./..E6141"T'j l Ib.. ~("IAW~5)(')(l,1I3~891f) TO,A\.. ~ &. ts. 3:1...57 00 JJ c '" \.r, l. , -ry f" ,.. , c:J l..J , ! , - ;" " ,_.. ;.:1 V1 CERTIFICATION OF NOTICE UNDEIl RUU; 5.6 ( a) Name of Decedent:1~ fAj, ~ Date of Death:~iI1" t I /11& will NO.~qq~ - 00 1fY' Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5,6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name ~!f""'~1M. Address .L 0 Itla~&ruI Uv-< s:.Cw/11U/1v1~CAi0t ,(4/7~1 J Notice has now been given to all persons entitled thereto under Rule 5.6(a) except "\:) <) J (J I Date:~ Telephone( ,9;" . .'..' t - r~ Capacity: Personal Representative Counsel for personal representative 6109. II IUREA~ DF INDIVIDUAL TAMES IIIEAlTAMCE TAX UIVlstDH DEPT. 210601 HlRAISIURC. PA 11ue-06D1 COKHONWEAtTH OF PENNSVLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAM APPRAISEHENT, ALLDWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT DF TAM BETTV J HAIRE APT 201 10 RAILROAD AVE SHIREHANSTOWN DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN PA 17011 11-11-96 HAIRE 06-06-96 21 96-0488 CUHBERLAND 101 A.aunt R..1tted (/ '*' 111.1\.4111'" 1l1.tU RUSSELL W HAKE CHECK PAVABLE AND REHIT PAVHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:i5'4'rEX-AFP-iii=;:96Y-iioiicE--Oj:-YNHEiiii'ANCE-YAitAPPiiiiisEHEii:r;-ALLOwANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF HAIRE RUSSELL W FILE NO.21 96-0488 ACN 101 DATE 11-11-96 If an assessment was issued preViDUsly, lines 14, IS and/Dr 16, 17 and 18 will reflect figures that include the tDtal Df ~ returns assessed tD date. ASSESSHENT OF TAX: 15. Amount of Llna 14 at Spou.al rat. (15) 16. Amount of Lln. 14 taxable at Lln..l/CI... A rat. (16) 17. Aaount of Lina 14 taxable at Collateral/CI... Brat. (17) 18. PrincIpal Tax Due TAM RETURN WAS, (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roo1 E.toto (Schodulo Al (1) 2. stock. and Bond. (Schodulo el (2) 3. Clo..ly Held stock/Partnership Int.r..t (Schedule C) (3) 4. "arig.g../Not.. Racelvabl. (Schedule OJ (4) S. C..h/Bank Deposita/Hi.c. Parsonal Property (Schedule E) (5) 6. jointly Ownod Prop.rty ISchodul. F) (6) 7. Transfer. (Schedule G) (7) 8. Total A...t. APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funaral Expans../Ad.. Casta/Hi.c. Expans.. (Schedule H) (9) 10. Dobt./Hortgogo LloblI1tlo./Llon. (Schodu1o I) 1101 11. Total Deductions 12. H.t Value of Tax R.turn 13. Charitable/Govern..ntal Bequa.t. (Schedule J) 14. Ho\ Volu. of E.tot. SUbjoct to T.. NOTE: TAX CREDITS: PAYHENT DATE RECEIPT HUHBER DISCOUNT (t) INTEREST Co) ( ) CHANGED ,00 .00 ,00 .00 6.632.57 ,00 .00 CSI 4,657.00 ,00 (Ill 1121 1131 1141 1.975.57 M .00, .00 M .06, .00 M .15, llSI AHOUIIT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE HOTE: To insure proper cr.dlt to your account, sub.it the upper port ton of this fora with your tax payaent. 6,632.57 4.;;1;7 nn 1.975.57 .00 1,975.57 ,00 ,00 ,00 ,00 .00 ,00 ,00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION DF ADDITIDNAL INTEREST. IF TOTAL DUE IS LESS THAH ll. NO PATHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIDNS.) ~.) c:5 RESERVATIONI E.tata. of decedent. dying on or ~fora Dec.-ber 12, 1982 .. If any futura Int.r..t In t~ ..t.t. I, tren.f.rr.d In po.....lon or enjo~t to Cia.. I Ccollataral) ~flclarl.. of the decedent aftar the axplratlon of any a.tata for Ilfa or for y..r., the C~.lth hereby .xpra..ly ra.arv.. the right to BPPral.. 8nd ...... tran.f.r Inherltanc. T.... at the Iwful CI... I (colhtera!) rata on ""'1 IUCh futura Intara.t. PIIll'OSE lll' HOUct: To fu1l111 the r~lraMnts of Section 2140 of the Inherltllr'lCa 8nd E.tst. Ta. Act, Act 22 of 1991. 72 P.S. s.ctlon 2140. PA\1EKT1 DetKh the top portion of th" Notice and .utr.lt ..Ith your P'YNnt to the! Ragl.ter of "IU. prlnt.d on the rav."a llde. --ftMa check or .anay order p.yabl. to: REGISTER OF MILLS I AGENT AU papw'lt. recalvad shall flrlt ba appll.d to eny Inhra" .....Ich a.y ba ctua with eny r...lndtlr BPPII.d to the ta.. REfUCD (CAli A r.fLRI of a tax cr.dlt, which .... not raqu..tltd on the Tu Ratum, ..y ~ raque.tltd by c~l.tlng en "Application for R.fLRI of Penn.ylvanl. Inherltanca and E.tat. T.... CREV.lS1S). application. ar. avallabl. at the Offlca of the R.ghter of "IU', eny of the ZS R.venu. Ohtrlct Offlc.., or by caUlng the .peel.1 24-hour IIt'Ihllrlng .ervlce ~rI far far.. orderlngl In Pann.ylvllt'll. 1-8DD-S62.20S0, outside Penn.ylYlIt'Il. 8nd ..Ithln local Harrisburg .ra. (717) 787-80", TOO' (717) 772.22S2 (Haarlng I~alred Only). OIJECTIOHS: Any p.rty In Intar..t not .atl.flltd ..Ith the epprel.aeant, allOMInC' Dr dl.allOManc. of deduction., or ......Mnt of tax (Including dl.count Dr Intar..t) .. ~ on thl, Hotlce au.t objact ..Ithln .IMty (60) day. of rac.lpt of th" Notice by: ....rltten prot..t to the PA o.partMnt of Rav~, Board of Appeal', Dept. 281021, Harrisburg, PA 17121-1021, OR -.alactlon to hfte the ..tter detaralnad at audit of the account of the ptIr10nel rapr..ant.tlva, OR --appeal to the Orphan.. Court. AIIUN ISTRAUVE CORRECUDHS: Factu.1 .rror. dl.cov,rad on thl. ......aant .hould be eddr...1td In ..rltlng tal PA OepartMnt of R.v.nua, lur.au of Individual T...., ATTNI po.t A......-nt R.vl... unit, Dept. 280601, Harrisburg, PA 17128.0601 Phone (717) 787.650S. S.. pega S of the bookl.t "In.tructlon. for Inherltanc. Tax Raturn for a R..ldant Decadent.. CREV-lS01) for an ..planetlon of ~lnl.tr.tlv.lY corractabl. arror'. DISCDl.lI'h If any t'M dull .. paid ..Ithln thre. (1) c.land.r tlDnth. aft.r the Meed.,t., de.th, . flv. ptIrcent (S%) dhcOU"It of the tax paid I. allOMed. PEHAL TV: The IS% tax ....ty non-p.rtlclpatlon penalty II CMPUtad on the totel of the tlUl and Inter..t ......ed, 8nd not paid ~fore January 11, 1996, the first day .fter the and of the t.. ....ty parlod. This non-participation ,*,,1 ty 11 appe.labla In the .... aernar and In the the .... tI.. period a. you MOUld 8PJ'eal the t'M and Intera.t that h.. bean .......d .. Indlc.ted on thl. notlc.. INTEREST I Int.r..t I. chargad baglnnlng with 'Ir.t day of dallnquency, or nine c.) ~th' and one (I) day fr~ the data of death, to the d.t. of p.~t. Tax.. which ~ delinquent bafor. January 1, 1982 baar Intera.t at the reta of ,Ix (6%) ptIrcant par ..... calculatMl at a dally rata af .000IM. AU tu.. which bee.. delinquent on 8nd eft.r Jenuary 1, 1..2 will ba.r Intar..t at . r.t. which will v.ry froe c.lendar y.ar to c.lendar yaar ..Ith that rata announced by the PA Departaant of R.v.nua. The appllCabl. Int.r..t r.ta. for 1.12 through 1996 .r.1 '!!!! [nhra.t R.t. n.lly Intar..t Fector !!!! Int.r..t Rata Dally Int.n.t Factor 1912 'OX . 00 0 S41 .'87 'X .000247 1985 .OX .0004S8 1'11-1991 llX .0DDUl .'84 llX .DDDSOI 199' 'X .000247 1'85 lSX .OOOSW 1"5-1"" n .000192 1986 lOX .000274 1995.1996 'X .000247 ulnter..t II calculated a. fallOM'1 INTEREST = BALANCE OF TAX UNPAID X KUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlca I..ued aftar the t.. baC~' dallnquant ..Ill r.fllCt an Int.r..t c.lculetlon to fifteen (IS) day, bayond the data of the .......-nt. If papant II Nda efter the Intera.t CMPUt.tlon data IhoMn on the Notlca, additional Int.ra.t .u.t be calcul.ted. 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. s!!:i!iil' /JiUd. 73e~~ y ill I re.- Name (Please type or print) IJ r; 1 } ~()I ! 0 f( {(. aw ,SfttC/.JtM1rd~ 1ft.. ~ress /10 II (11] 1 '7(" / ... .J.. '). '1'7 Tel. No. Capacity: ~ersonal Representative STATUS REPORT UNDER RULE 6,12 , ) LI! I /"" /l:' . Name of Decedent: ,\ 1I1!M10 tJ~ Date of Death: & / t, /1 ?:> will No, jqf? ~ 60 Lj if Admin, 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~ether administration of the estate is complete: Yes 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 repr~ntative file a final account with the Court? Yes No vr. b. The separate Orphans' Court No. (if any) for the personal representative's account is: . c. Did the personal representative sta~ an account informally to the parties in interest? Yes vr No Date: ~/ :A i/fg o .~~ \J"\ N .~; r;,( "-'.:::: - a: .. ' . , N ~ -, '.; 6 :; ... .:J ~C: p; l .:.>' .~ :5 UU Counsel for personal representative (MAH: rmfl AM3) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BU~.AU Of INDIVIDUAL TAXES HIIUUANCE fAX DIVISION OEPf. lIo.al HARAISIURG, PA l11ZI-0401 NOTIrE Of INHERIT.NCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Uf TAX BETTY J HAIRE APT 201 10 RAILROAD AVE SHIREMANSTOWN DATE ESTATE OF DATE OF DEATH FltE NUMBER COUNTY ACN PA 17011 11-11-96 HAIRE 06-06-96 21 96-0488 CUMBERtAND 101 AMount R..itt.d * "'.IhlII ,,, 111-'" RUSSEL L W 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 ~ ---------...-------------------------.--------------------------------------------------------------------------- fti:.V..13..7 ~;: A;:;; (:17-96) RGi"itE (ii=' iHi:iZf:!7/.:;:;:: .;'X ;';:FF::'::;l:tt::NT, ALLO\.lANCC :m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HAIRE RUSSELL W FItE NO. 21 96-0488 ACN 101 DATE 11-11-96 If an assessment was issued previDusIy, 11nes 14, 15 and/Dr Ib, 11 and 18 will reflect figures that include the total Df abh returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rat. (15) 16. Anount of Line 14 taxable at Lin..I/Cla.. A rat. 116} 17. A~t of Line 14 taxable at Collateral/CI... 8 rat. (17) 18. Principal Tax Due TAX CREDITS: PATHEHT DATE TAX RETURN WAS: (X I ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool Eatoto ISchodulo Al III 2. Stock. and Bondi (Schedule 0) (2) 3. Clos.ly Held stock/Partnership Interest (Schedule C) (3) 4. Hortgages/Note. Receivable (Schedule 0) (4) 5. Cash/Bank Oeposit./Hise. Personal Property (Schedule E) (5) 6. Jointly awnod Proporty (Sch.dulo Fl 161 7. Tran.fers (Schedule G) (7) 8. Tot.l ...ets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Ada. Co.ts/Hise. Expense. (Schedule H) (9) 10. Dobts/Hortgogo Li.biliti.a/Liona ISchodulo II 1101 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ent.l eequelts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: RECEIPT NUHBER DISCDUNT 1.' INTEREST I-I I CHANGED ,00 ,00 ,00 ,00 6.632,57 .00 .00 181 4.657.00 ,00 lIIl lIZI 1I31 1I41 1.975,57 X ,00= .00 X .06= .00 X,15= lIBl AHOUHT PAID TOTAt TAX CREDIT BAtANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax pay.ent. 6.632.57 4,~<;7 nn 1,975.57 .00 1,975.57 .00 ,00 ,00 .00 .00 .00 .00 .00 . If PAID AFTER DATE INDICATED. SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. ( If TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED, If TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YOU HAY BE DUE A REFUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I RESERYATIDNl Est.t.. of dec~t. dying on or before Dec.~r 12, 193Z -- If any future Int.r..t In t~ ..t.t. I. tren.f.rr~ In PO.....lon or ~jOY880t to Cl... I (call.t.r.11 beneflcl.rl.. of the dtc~ent .ft.r the axplr.tlon of any a.teta far 11fa or for ya.r., the Co.-onwe.lth hereby axpra..ly r...rv.. the right to appr.I.. end ...... tren.f.r Inherltanc. T.x.. .t the l~ful Cia.. I (call.tar.11 r.t. on any .uch future Intara.t. PlIlPOSt: OF HOTlCEl To fulfill the requlrMenta of Section Zl.o of the Inherltanc. and Estat. TalC Act, Act ZZ of 1991. 7Z P.S. Section ZlU. PAVttEHT1 Detach the top portion of this Notlca end .~It with your pay.ant to the R.gllt.r of Will. prlnt~ on the r.v.r.. .Ida. --Hek. check or ~y ord.r PllYlIlbl. tal REGISTER OF MILLS, AGENT All paY880t. rec.lved .hall 'Ir.t b. applied to any Int.r..t which aay b. due with any r..alnder appll.d to the tax. REfUND (CRh A raftrd of a t.1C cr~lt, which "a. not requa.ted on the TalC R.turn, ..y be requa.tltd by COIIPlaUng an "Application far R.ftrd 0' Penn.ylvanla Inherltanc. end E.tat. TalC" (REV-1515). Applications .r. .valllllbla at the Offlca of the Ragl.t.r of Will., any a' the 25 R.venue Ol.trlct Offlc.., or by calling the .pecl.l 2~-hour an.werlng ..rvlc. ~.r. for far.. ordering I In Penn.ylvanla 1-100-56Z-Z050, aut.ld. Penn.ylvanl. and within loc.1 Harrllburg ar.. (717) 7a7-10~, TOOl (7171 71Z-ZZS2 (Ke.rlng I~alred Only). OBJECTIONS I Any party In Int.r..t not ..tl.fl~ with the appral...ant, .llowanc. or dl.allowance of deduction., or ......-.nt of talC (Including dl.count or Int.r..t) .. .hown on thl. Notlc. au.t abject within .Ixtv (60) day. of recalpt of thlt Notice bYl --wrlttan prota.t to the PA Dap.rt.-nt of R.venue, aaard of Appe~I., Dept. 211021, HarrisburG, PA --alactlon to MY. the athr det.ralned at audit a' the acccx.nt a' the personal rapru."tatlv., --~al to the Qrphent" Court. 17lZI-loZl, DR OR ADMIN ISTRATlVE CORRECTIONS I Factual .rror. dlscov.red on thl. .t......"t .hould b. addr....d In writinG tOI PA O.p.rt..nt 0' A.v~, Buraau of Individual T.x.., ATTNI Po.t A.....eant A.vl.w Unit, Dept. 210601, H.rrl.bUrg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of th. booklat "In.tructlont for Inh.rltanca TalC Raturn far. A..ldant o.cedent" IAEV-15olJ for an axplanatlon of adlllnhtr.tlv.tv corr.ctabl. .rror.. OISCotlCTl If any talC due 1. paid within thr.. (51 c.lendar eonth. a't.r the decadent'. d.ath, . flv. p.rcent (5XI dl.count a' the talC paid I. allowed. PENAL TV I ThIl 15% talC ..,..ty non-p.rtlclpatlon penalty It coaputad on the tot.1 of the t.. end Int.rut ......ad, and not paid before Januarv 18, 1996, the flr.t day a't.r the .nd of the talC aana.ty p.rlad. This non-participation penalty I. appe.lable In the .a.. .annar and In the the .... tl.. p.rlod a. you would appe.1 the tax and Int.r..t that ha. b.an ......ed a. Indicated on thlt notlc.. INTEREST I Int.ra.t I. charged ~Innlng with flrtt dav of delinquency, or nlna (9) ~th. end one III d.y froe the data a' death, to the data of p.YHI\t. Tax.. whiCh bee... delinquent before JWlUllry I, 1982 baar Intlr..t at the nta 0' .IIC 16XI p.rcent par BnnUa calculated at a delly r.t. of .000164. All tax.. which bee... delinquent on and .ft.r Januarv I, 1912 will bI.r Int.r..t at a rat. which will varv froe calendar y..r to calendar y.ar with that rat. announced by the PA Dapartaent a' R.vanua. Tha appllcabl. Int.r..t rat.. for 198Z through 1996 .ra: '!!!! Int.,...t Rat. Dally Int.r..t FttCtor :!!!! Int.r..t Rat. Dally Int.,..st Factor 1982 za~ .000548 1987 .~ .000Z47 1985 I.~ .ooooa 1918-1991 ll~ .000501 "M ll~ .000501 \99. .~ .000Z47 1915 lU .00D5S6 1995-1994 n .000192 .... lD~ .00027. 1995-1996 OX .000247 --Int.rut II calculated .. followS! INTEREST = BALANCE DF TAX UNPAID X KUKBER DF DAYB DELINQUENT X DAILY INTEREST FACTOR --Anv Notice h.ued .ft.r the talC beeoaes delinquent will r.IlKt an Int.rut calculation to ,1ft.., ClSI d.v. beyond the det. of the .........,t. If p.y....t It a8da alt.1' the Int.r." coaputatlon data shown on the Notlc., additional Inter..t ....t be c.lcul.t~.