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I'ETITION FOJ( I'IWUATE and GRANT OF LETTERS
J-~J-_L"It;_~-___i{17
No.
1'0;
.. _ ,____. _ _ . /)('l'f'a.\('(J,
Social S"l'/Iri/y ,vo._LI -' 7..:!(,-~,:;.,.t.'1,D___n'__
Ilegi"er 0' Wilb ,'" Ihe
COIlIIlY of _~''-'rlc,~~L in Ihe
CmulIlonweahh of Pennsylvania
Thl' pl'lilinll of IlIl' IIlllkl"li!!lIl'd f1..'\pcl.'lfully rCpll'\l'111s that:
Yom Pl'tiliol1l'r('), \\110 j,,'arc Ui YL'a" of af.!l' or oldl'r anlhc C\Cl.'lILe_y"_
inlhe la,llIill of Ihe ab",e deel'lknl, daln' ..,.r"- br,^~r_~ ...J.b
and codkil(,) daled_ '__..,_,_____~, _ ,___ ___,_.______
named
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hlal,,' rl'l"'\illll ~'ir..'lmhlall"'L". t'.~. IL'Il11lldalinll. d..';llh lllnCL'Ulnr. cle.1
Deeendenlll'" dOlllkiled aI dealh in ~",4d<l."d ,__ Counly, Pennsylvania, wilh
lu:s__.__ 1:1\1 family or prinlfJal rc,idcIICl' OIl _l ~"~b:!'l.! r nIJ_~fj e Lg,r'll!"
_1J,"...,J_vDk,__~..!?~:!........_.",n ~bcw _TQll,;,Il; ncp__
tll~1 ..III,.'CI, 1l11111I1\;1 alld 1II11lhifl;tlil~'
Ikeelldel1l, II)ell __L''1.____ yea" of age. died _JtI/tJCf.tI 30 , 19 Cj 6 ,
OIl .._C"rJ,:"'ne__J-Lo_ <. pi.L4_L_____ ___ .
heerl a' fnl""", decedelll did 1I00Il1a"y. wa, 1I111 di\llreed alld did 1I111 have a child born or adopled
afler e\eeUliOllllf the \\ill offered I'll' prnhale; wa, 1I001he \klilll or a killillg alld was never adjudicated
iIH.'OIl1!'I.'ll'm: _
l>eeelldl'lIl '11 de,"h o\\ned property wilh e"ill1aled \alue, 'b fllllllln:
(If dllll1idlcd ill I'a.) All persollal property
(If 1I111 dmllidlcd ill I'a.) l'e"'lIIal rrorerty ill l'elll1'yl,allia
(II nol domidll'd in Pn.) Pcr~llllal properlY in Counly
"illlll' llf real...'"al\.' ill Pl'nn\y!\-ania
,iltl:tll'd a, follo\": ______n___________
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\\ III:REFllJ{E, pelilillller(,) re'peelfully rellue'I(') Ihe ),rohale of the la'l will alld eodicil(s)
rre'ell1ed here\\ilh alld Ihe gralll of klle".._,t:t'~t*.}?:LC:'O,14J:.:J--
. CIl"!OIl11l'I1l.U\; ;ldl1lllll\llOlIlllll ....1.;1.; aJl11ini\UOlliun d,h.ll.l....I.OI,)
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OATil OF I'EI(SONAL REPI(ESENTATIVE
CO:\ll\lO:-';WEALTII OF I'I'X'I;S\'I,VANIA
Cot VI'\' OF _(.J1mBEJ?"'Jf:!-l'i:>
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111\.' 1'I.'liliolll'r(.., "hun'-Ilam!.'''' "H'iIl(") 01 aHirll1(') Ihat the "talel11l'l1h inlhl' foregoing pelition arc
lnll' .1IId ".'nnl'l'llo lhl' hl'" 01111,' ~no\\kdgl' alHlb'.'licf of (lell'li\~"er(q; J.'d lhal a" (ler....onal rcprcscn.
""i"'hl "f 11ll' aho,,' deeedenll'eliliollellq II ill lIe~, "lid trllltt'~I" . er the e'~'\dillg lolaII'.
S'Il'ln I.' 01 a.llirnll'" alld. ~Il'''elihedl (JJh.I'Vt,(JfOrJ=. Y-~L-' ~
hcfl'n.' I11l' tIH,_S".tJ_~ _ t)u',' da\ Ill" ..-"-r).-----~- __+~/_ ~.
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N n - 96 - 497
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Estate or
ELEANOR P VON URETZEL
I Deceased
DECREE 01" PROIlATE AND GRANT 01" LETTI~RS
AND NOW JUNE (4. II) ,_96 _, in consilleralion of the pelilion on
the rel'erse sille hereof, satisfllclor)' proof hll"ing hcen prescl11ell hefore l11e,
IT IS DECREED that lhe imlrllment(s) llatell__FEBRUARY 2~ 1990
deseribell therein he allmillclllo probale anll filell of recorll as lhe laS! will of
ELEANOR P VON BRETZEL
TESTAMENIl\RV
PHILIP KINSEY VON BRETZEL
and Lellers
are hereb)' grnnlell to
~(lJ~rf'() 0L(i)m{h~41'
. (J R,~i"<r 0" lI'il" , U
MARY C. LEWIS
FEES
P b L E $ ~OO. 00
ro alC, ellers, 'Ie. ... . . . . . .
Shnrt Certificalcs( 3) . . . . . . . . .. $ 9..0.0.
~.!)l'Cgi~~ion ................ ~ 6.:0'0
JCP TOTAL _ $ dJ8
Filed ....... .J.U~~. .2.~! . .l.~~~. . . . . . . . . . . .
"TTORNI'Y (Sup. CI. 1.0. No.)
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Mailed letters and order to Executor on 6-?5-96.
21 - 96 - 497
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r.I\ST WILL
I, ELEI\NOR P. von BRETZEL, of 106 Green Ridge Lane,
Newville, Cumberland County, Pennsylvania, declare this to be my
Last Will and revoke any wills previously made by me.
I. I direct the payment of my just debts, funeral expenses
and taxes chargeable against my estate.
II. I devise and bequeath my estate of whatever nature or
wherever situated to my Trustees hereinafter named, in Trust, for
my friend, Eunice L. Chapman, in the following manner:
(a) To pay the net income to or for the care,
maintenance, and general welfare of Eunice L. Chapman on a
regular basis;
(b) Upon the death of Eunice L. Chapman, the remaining
principal and any undistributed income shall be distributed to my
son, Philip Kinsey von Bretzel.
III. I appoint Farmers Trust Company and Philip Kinsey von
Bretzel to be Trustees under this my will.
IV. I appoint my son, Philip Kinsey von Bretzel, to be
executor of my Last Will.
V. I direct that my executor need not file bond in this or
any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will this 26th day of February, 1990.
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. 7 Vt:{Z!>,., -? (SEAL)
The preceding instrument consisting of one (1) pagels) was
on the date thereof signed, published and declared by ELEANOR P.
von BRETZEL, the testator herein, as and for her Last Will, in
the presence of us, who at her request, in her presence, and in
the presence of each other, have subscribed our names as
witnesses hereto.
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STATE OF PENNSYLVANIA ..
SS
COUNTY OF CUMBERLAND
We, ELEANOR P. von BRETZEL, Frances H. Del Duca and Ruby D.
Weeks, the testator and witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as her Last Will and
that she had signed willingly, and that she executed it as her
free and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the
testator, signed the will as witness and that to the best of his
knowledge the testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
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SUBSCRIBED, sworn to and acknowledged before me by ELEANOR
P. von BRETZEL, the testator, and subscribed and sworn to before
me by Frances H. Del Duca and Ruby D. Weeks, witnesses. this 26th
day of February, 1990.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OR DATlSOI DIAIH AnlA 12131191 CHICK HIli
I' A SPOUSAL
POYIAIY CAIDn IS CLAIMID I I
'Ill NUMBIA
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COMMOHW'Altll Of PIHH!>>YlYAHI~
OI'A.TMINT Of RtVlUUI
Of,T 110601
ti~~_~I~_IU.G,!:' !!-'-'1~~~_1,
DIC((lwt') UA/\ll tlA\t, IIU1. AUD /\lIOOU 111111"\1
Von Bretzel, Eleanor P.
r~';I;,~ij;~ ~~~~~-=~-=:r;I~_~u~~~~(, . ]'''~;'i;'~l (,
I' ,,"<'"'' .""".." """,, ....., ".., '"':~~~",":'~'"_,_C:,(~''''''UM'''
~11. Original Return [] 2. Sl.pplemental Relurn
o 4. limited E,lale
06.
(OU"TY COOl
YEAH
flUMBIR
II 3.
[] 5.
fJ 40 Fulule Inlelo,1 Camprami,o
(far date' of death oller 12.12.921
Decedent Died te'tale 0 7. Decedenl Maintained a living tru,1
(Attach copy 01 Will) (Attach copy of tru,11
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
1. Real E.lo'e (S,hedule Al
2. S'o,k> and Bond. IS,hedule BI
3. Clo\81y Held StoddPartnenhip Inl",,1 (Schedule C)
A. Mortgag" and Noles Receivable (Schedule D)
5. Cosh, Bank Depo,its & Miscellaneous Personal Property
(S,hedule EI
6. Joinlly Owned Property (Schedule F)
7. T,onsle" IS,hedule G) (S,hedule II
B. Total Gran Anels (Iotallines 1-7)
9. Funeral hpenses, AdminisUolive Costs, Miscellaneous
hpen\8s (Scl1edule H)
10. Debls, Mortgage liabiliti", liens (Scl1edule II
1,. Tolal Oeduclions (totallin" Q & 10)
12. Nel Value of E,lote (line B minus line' 1)
13. Charitable and Governmental Bequests (Schedule J)
lA. Nel Value Subject 10 Tal( (line 12 minus line 13)
15. Spousal Transfen (for dales of death after 6.30.94)
See Inslructions for Applicable Percentage on Revene
Side. (Indude values Irom Scl1edule K or Scl1edule M.)
Amount of line 1A laltable 01 6% role
(Indude values from Scl1edule K or Schedule M.)
Amount of line 14 IDltoble at 15% ralo
(Indude valu" from Schedule K or Scl1edule M.)
Principal loll, due (Add 10K Irom lines 15, 16 and 17.)
Credits Spou,al Poverly Credit Prior Paymenl'
+ ----- +
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Frances H. Del Duca
HUne 19 i, grealer tl10n line IB, enler the differonce on Une 20. this is Ihe OVERPAYMENT.
a O''''~''iT'II'.I.TI'I'.'li'.i'I'I'I'''''hI......Inr.r.-=t.TI.lrl_.l..J.-'U~..I..11.j11
If line IB is grealer Ihan line 19. enler the differonce on line 21. lI1is is Ihe TAX DUE.
A. Enler Il1e inler,,1 on the bolance due on line 21 A.
B. Enler Ihe tolal olUne 21 and 21 A on Une 21 B. this i, the BALANCE DUE.
Make Check Payable to: Regbter of WUlI, Agent
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~
Under penoll;e. 01 perjury, I dedore ,ha' I ha,e ..omined ,h;. rel"n. indud;ng a<tampanying IChedule. and .'at.men". a"d 'a ,he be.' 01 my knowledge and beHel.
;, i. true, (orre" and (amplere. , dedo,e ,ho' 01\ real..'o'e ha. been repa,'ed at Iou. ma.ket ,olue. Oeeloro';an 01 p,epare. a,her than the pe"onol repre.ento,;,e ;.
bosed on all informal ion a' which preparor has any know lodge.
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_ 9. Tolal Number 01 Safe Depo,il BOlt"
CQM'Ull /\lAllltlei AOOIt\~
10 West High
Carlisle, PA
St.
17013
( 11 ....____,_,_____'___
(2) _,__________
131__
(41___.
(51___,2.,500.00
161 95,45B.04
(71
(B)
100,95B.04
(ql
(10)
5,6B4.04
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(121
(131
(14)
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(15) __' X._=
(l61__~-,.1l~L.-B-4__-x .06 = _~-"nQ...-B..4_
(l71_~l?.,..4.9_4_.JJi__x .15 = 9_,,21.A...13
(I B)
, , ..7,00,.9.7-
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Di\Counl
5B5.05
Inlerosl
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1'91
(20)
121)
(21A)
(2TB)
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ESTATE OF
ITEM
NUMBER
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COMMONWf"U!i O. PfNNS'fl\o'ANIA
INtiUtllANCf IA'I R(lUIlN
Ilf SlOW' m((OItH
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCelLANEOUS EXPENSES I Pleale Print or Tvpe
___h___.,_______., FIH"NuMlfER
,
I
Eleanor P. Von Bretzel
DESCRIPTION
AMOUNT
1.
A, Fun.ral Exp.nl'"
B,
1.
2.
Service and monument
Egger Funeral lIome
609.25
1215.00
Admlnlstrallv. COltll
Personal Representafive Commissions
Sodal Seturily Number of Personal Repre,enlaliye:
Year Commissions paid
Allorney Fee,
Frances H. Del Duca
1600.00
3. Fomily Exemption
Claimonl
Addre" of Claimanl 01 detedenl" dealh
Slreel Addre"
Cily
4.
C,
1.
2.
3.
4.
S.
6.
7.
B.
Relation,hip
Slole __ Zip Code
Probale Fee,
220.00
Mlle.Uaneoul Expenlell
Travel of son, Philip Von Bretzel from
Phoenix to Newville - airfare
Parking
Days Inn
Travel for Dr. Chapman from Newville to North
Dakota for burial - airfare
Days Inn
Travel to and from airport
734.00
607.00
41.50
138.82
328.50
60.00
35.97
TOTAL (Also enler on line 9, Retopilulotion)
(If mora Ipoce Is needed, inlert addillonol.heets of lame slz..)
S 5684.04
'.
The C(; M Funds
('li~ll'lI"illlllJrll'III"IIII'nl Fnnt!
('li~1 MnlnlllFlllnl
('li\1 Ihnl InlOlIIll' Fnllt!
\'li,\1 ,11II1',lnlll"lll\ Fin' Flnnl
('li~tlh'lIll) Flnnl
",'11 ilh..lt.., 11'.11
II.,' I.", 1,1,\ II ','11. H'.ll
May 2.\, 199(,
FRANCES II DEL IJUCA
10 W IIIGII ST
CARLISLE I'A 170t:l-2922
REFERENCE: 90150055
CGM MUTUAL FUND
ACCOUNT NUMBER 133976438-8
EUNICE L CIIAI'MAN & ELEANOR I'
VON BRETZEL JT TEN WRO SURVSHP
Dc,1r Ms, Del Duca:
We arc coulacliug you atlhe rClIuest of Dr, Euuice L. Chapman concerning her CGM Mutual Fund
account regislered with the late Eleanor I'. Von Bretlel.
We wish to eonlirmthat on March 30, 1996, the account held 482,316 shares, The net assel
value of the fund on Ihal date was $31.24, giving the account a value of$15,067.55, The
account is ajointtcnant account, and it was eSlablished on February 28, 1969,
We hope this information is helpful. If you have any questions, please fcel frce to write
us at the above address or call us at 800-343-5678.
Sil]cercly". '
!.i(' 1" 'I~\I' 11'1 '\
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Kim DaileY- ! I
Account Spccialist
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FARM ERSil
TRUST
l'ILlY 11, I'J~'G
F"'i_II.II:O~;.. H Uel Utter,
Te... ~JI?!SL Hillh SLI'.!"L
CLlI"] i!:;ll1, I-'fl n(113
Re: E~tnle of EJpily.or J~ V0rll,lrel~el SSN ~77-1G-2590
Oatu of 1)(:>.1th: 1'liI,"cl, ;;(1, I'J')(,
nCh'" (lis. 1)1:>1 IJuca:
Ir. ,ln5~'HJr tu Yl-llJr~ rpql.H:..!..;l C(..Hlcl.?t....rdrtU i:\cC'C1uYlls c..""rled, either
sP-f"-,rately 0'" .jcoiy,tly, uy the Clue,vl? 1"l?f"'-IU,ced decellerlt ar,ll
thr.. bL\li.iI'IC'f~ irf each i.u::C:Clllrlt i.'!.3. or thp L.Jale elf df~aLh, .,.,e have
Cht'l:het..l ell'" '-vccw'1I5 i:wld iU"f..? !:',Ubllli \; l; j '~In the fed lc,~,i rig
ly.f',Ir"llIal;ion ir. tluplici:t.lt2. t.-Je s"'UUQul; thLlt YCIl\ file CIYle e.f
l;lll.?St~ lr?\;l;err:; aLt;"cllf~d tQ the Perll'lsylvi.1.r,ia IrlveYltc,t""y fClrrns
(BLL.:) tc. 5uh!;;Li\y.tii\te tile bi.llance yellt repc1rt.
Nol.t> that we have shc,.,., thl? ce'l'rect renistratic.y, for each
.!\t:L'nuy,l. f.lltH), i rlll~'''esl aCL:'t'ueu le, the daLe elf death, if a'flY,
is tinted ~u a seJJarato fiyu,~c.
ChCI~ldr'n i\C(X'~",t lIHI5'i:/GIO .,ns ol-inir,.,lly c'pEmed 2/26/'30. The
aCL'f.'l.tYlt ~'l\S l i llt"?tJ jl)i "Il lJf~t;\(H~'1Y1 E 1 E'aY1C,," P VCIYlbret;:el el'"
El.ltdcQ L Chnpll"'ro. 'II", hulaI'll:" L\!; co!' 3/~\(I/'JG .'LlS $606.6'1 pillS
$1./( Bccrl.lell irotcre5t fc~ il lotill of $600.35. The account
",as i:l NO~' ilccC,ll.trll l?~tt'''rdrIB 2.1I0~' inLl?rcst at the tilne elF
ueaLh.
l.-Je 1ti.'VQ Ylel ,"t:H:OI"U '.:.,f it Si1fFJ lh~po'.;.it; bOH itl the tJecedDYlts
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Or-c\o\bl High Slll\.1 l~o.ll11" .!2.11 Cldislc,lbulSylv.1llia 17013 (717)243-3212
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8UREAU OF tNDtVIOUAL TAXES
INt!UIUN(( IAJI IIIVI5IOfr4
VII". :110,,01
IlAUMUBUur.. III 11I:"'OhOI
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOIlCE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE DR Dt5ALLDWANCE
OF DEDUCTIONS AND ASSESSNENT Dr TAX
I
HAKE CHECK PAYABLE AND REHIT
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Riflj:iStii"EiCAFii-iiiF96Y-iloi'"iCEuOFuiNHEiiii';'N-CE-YA"iniPPRA-isEifEilr;-AiTow;.iicE-iiliu-------m--m
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ELEANOR P FILE NO. 21 96-0497 ACN 101
TAX RETURN WAS: I ACCEPTED AS FILED I XI CHANGED SEE
If an assessment was issued previously, lines 14, 15 and/or 16. 17 and 18 will
reflect figures that include the tntal of abh returns assessed to date.
ASSESSHENT OF TAX:
15. Anount of Lina 14
lb. Anount of lIne 14
17. AnDU"t of Lin. 14
18. P~lnclp.l Tax Due
FRANCES H
10 W HIGli
CARLI SLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
DEL DUCA
Sf
PA 17013
ESTATE OF VONBRETZEL
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Est.t. (Schedule A) CI)
2. Stocks and Bonds (Schedule 8) (21
3. Closely Hald stock/PartnershIp Interest (Schedule C) (3.
4. Hartg.gas/Not.. Receivable (Schedule OJ (41
S. Cash/Sank Deposits/Hise. Parsonal Property (Schedule E) (51
6. Jointly Owned Property (Schedule FI (&1
7. Transfars (Schedule GI C71
8. Total Asset.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expensas/Adn. Costs/Hisc. Expenses (Schedule HI (9)
10. Debts/Hortg.ge Liabilities/Liens CSchedule I) (10)
11. Total Oaductions
12. Het Value of Tax Return
13. Charitable/Governnental aeqUe.t. (Schedule J)
14. Het Value of Estate Subject to Tax
NOTE:
at Spousal rate
taxable at Lineal/Class A rate
taxable at Collateral/Class 8 rat.
llSI
1161
1171
TAX CREDITS:
PAYNENT
DATE
06-24-96
08-26-96
RECEIPT
NUNDER
AA112971
AA146659
DISCOUNT 1'1
INTEREST 1- I
578.95
.00
12-02-96
VONBRETZEL
03-30'96
21 96-0497
CUHBERLANO
101
A",ount Re..,U ted
.00
.00
.00
.00
5.500.00
95.458.04
.00
101
5,684.04
.00
llll
112)
113)
1141
.00
23,095,80
72.178.20
X .00=
X .06=
X .15=
1l0)
ANOUNT PAID
11.000.00
115.92
! TOTAL TAX CREDIT
BALANCE OF TAX DUE
I INTEREST AND PEN. I
i TOTAL DUE
PAYMENT HUST BE HADE BY 12-31-96*.
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIDN OF ADDITIOHAL INTEREST.
"
l~
~
~. ~
/tJ~tJ"
..tP~~
1",\01111" II""
ELEAflDR
P
I
I
PAYHENT
TO:
DATE
ATTACHED
12-02-96
NOTICE
HOTE: To insure proper
credit to your account,
sub..,it the uppar portion
of this forn with your
bx paynent.
100.958.04
~.6R4 04
95.274.00
.00
95.274,00
.00
1.385.75
10.826.73
12.212.48
11,694.87
517.61
.00
517.61
, IF TOTAL DUE IS LESS T~AN $1. NO PAYNEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU NAY DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIOH5,I
RESERVATION: Estates of decedents dying on or before neceabar IZ, 198Z .- If any future interest in the estate is transferred
in possession or enJoy.ent to Class B Ccoll.terai) beneficiaries of the deced.nt after the e.piratlon of any estate for
life or for yaars, the Co.aonwealth h.roby e.pr.,sly reserves the right to appraise and asse.s transfer Inharltance Ta.al
at the lawful Clall B (collateral) rate on any such future Interelt.
PURPOSE OF
NOTICE:
To fulfill the requlreaents of Section ZI40 of the Inherltanca and Eltate Tax Act, Act ZZ of 1991. 7Z P.S.
Section ZI40.
PAVHENT:
Detach tha top portion of this Notice and sub.lt with your pay.ent to the Register of Wills printad on the reverse side.
--Hake check or fIIonay ordar payable to: REGISTER OF WILLS, AGENT
All pay.ents racelved shall first ba applied to any Intaro.t which nay be due with any re.ainder applied to the tax.
REFUND CCR):
A refund of a tax cradlt. which was not raquasted on the Tax Return, .ay be requested by co.plating an -Application
for Rafund of PennSYlvania Inheritance and Estate Tax- IREV.llIll. APplications ara avallablo at the Office
of the R.gister of Will., any of the Zl Revenue Ol.trlct Office.. or by calling the special Z4-hour
anlwerlng ..rvice nuaber. for for.. ordering: In Pennsylvania 1-800-36Z.Z0S0, outllde Penn,ylvania and
within local Harrl'burg area (111) 787-8094, TOOl (7171 77Z-ZZ5Z CHearlng I.palred Only).
OBJECTIONS: Any party In Intere,t not ,ati,fled with tha apprai,e.ent. allowance or dl,allowance of daductlons. or a,.e".ant
of ta. (InclUding dilcount or intarastl a. shown on thl. Hotlce eu,t obJact within sixty C60) day. of raceiPt of
this Notice by:
.-writt.n prot..t to the PA Dopart.ont of Revanuo, Board of APpeals, nopt. Z8I02I. HarriSburg. PA 11128-1021. OR
--election to hava tha .atter datar.ined at audit of the account of the p.r,onaI reprasentatlva. OR
--app.al to the OrPhan,' Court.
ADHIN
ISTRATlYE
CORRECTIONS:
Factual error. discovered on this a,.e,s.ant should ba addra'led In writing to: PA Oepart.ant of Ravanua,
Buraau of Individual la.... AT1N: POlt As.ass.ent Review Unit. Dept. 280601. HarriSburg. PA 17128-0601
Phona (717) 187-6505. Se. page 5 of the booklet -In.tructions for Inh.rltanc. tax Return for a R.,ldant
n.cedent- (REY-lSOII for an e.planatlon of adalnlstrativelY correctable errors.
nISCOUNT t
If any tax due Is paid within throe (3) cal.ndar nonths after the decadent's death. . five p.rcent (5l) di,count of
the tax paid Is allowed.
PENAl TV:
The 15~ tax a.nelty non-participation penalty is co.puted on the total of tho tax and intera.t a"e"ed, and not
paid before January 18. 1996. the flr.t day after the end of the tax a.n..ty p.riod. this non-participation
panalty i. appeaiabl. In the .aa. .annar and in the the sa.e tl.a periOd a. you would appaal the tax and Inter..t
that ha' baen a"es.ed a. indlcatQd on thl. notice.
INTEREST:
Intar.st I. charged b.glnnlng with first day of delinquency. or nine (91 nonth. and one (II day fro. the date of
de.th. to the date of pay.ent. T.... which beca.e delinquent before January 1. 198Z bear intere.t at the rate of
six C6~) percent per annu. calculatad at a dally rate of .000164. All taxe. whiCh baca.e delinquent on and aftar
January I. 198Z will baar intere.t at a rate which will vary fro. calendar year to calendar year with that rate
announced bv the PA Cepart.ent of Revenue. the applicablo Interest rate. far 1982 through 199& are:
!!!! Int.rest Rate Daily tnterut Factor !!!! Interest Rate DailY tnterest Fllctor
198Z 20Y. .ODDS48 1981 91: .000247
1983 16~ .000438 1988-1991 llY. .000101
1984 111: .0DDlDI 1992 91: .000Z41
19a5 11% .0003S6 1993-199'0 " .000192
1986 10Y. .000Z7'o 1995-1996 9Y. .000247
'-Interest is calculated o. follow.:
INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTDR
.-Any Notice iSSUQd aft.r the ta~ beco.a, delinquent will r.flect an intere't calculation to flfl..n (lSI day.
beyond the date of Ihe assess.ent. If paynent is fIIade after the Inter.st co.putation date shown on th.
Notice, additional int.rest nu,t be calculat.d.
C'I .- d'
tf) ~J 0.:
0 .If! 0'\ "/
:
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.
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PA'flIEHT1
DetKh the top portJon 0' th1a NotJce Met 1ut.1t with your papent Ade paYable to the naH IInd IMtdr...
prlntMl an the r.vara. .lehI.
If RESIDEHT DECEDEHT ..... chKk or ~y ord.r p.yabl. tOI REGISTER OF WILLS, ACENT.
If HOH-RESIDEHT DECEDENT ..... cheek or aOMY ordar p.yabl. tOJ COHHOHWEALTH OF PENNSYLVANIA.
All pa~ts ncalved wll btI ~lJN Urlt to IW'I)' lntar..t which a.y btI eN. with ."y n..lndar epplJad to tM tax.
REFlIID (CR) I A nfLnf of . tax cndl t, which Wfll not raqu..t~ an the Tax Raturn, .ay ba requested by cOllPJatlng an
"Appllcatlan for Rafund a' p~IYlvlW'lla Inherltanca and Eltata Tax. (REV-l'l]). Application. ara .v.IIBbla at
the Office of the Ragl.t.r of Will., ."y a' tM Z] Ravenu. DI.trlct Dfflca. or froe the Dapartaent". Z4-hour
lW'I....rlna .arvlea nuabar. far fora. ardarlnar In Penn.ylvanla 1-8DD-56Z-ZD5D, out.lda Penn'Ylvanla
IInd within local Harrl.burg araa (717) 787-ID94, TODI (717) 17Z-ZZSZ (Haarlng Iapalrad anly).
REPLY TDI
Que.tJon. r.g.rdlna .rran cont.lned on thll notice should t.. addr..nd tar PA Depart...t of Ravenua, Bura..
of Individual T...., ATTNI Po.t A.....eant Ravl... unit, Dept. ZID6Dl, Harrisburg, PA 171Z8-D6Dl, phone
(717) 717-65D5.
DISCOUfTr
If any tax due I. paid within thra. (5) caland.r ~th. aftar the decedent". d.ath, . flv. pare.nt (5%) dl.count
of the tax p.ld I. .llowed.
PENAL TVJ
The 15% tax -.nalty non-p.rtlelpatlon panalty I. coaputad on the tot.l of tM t.x end Int.ra.t ......ad, and not
paid bafor. January I', 1996, tM UrU d.y aftar thtl and of thai tax MM.ty periOd.
INTEREST I
Int.ra.t I. charged b.glnnlng with flr.t day of d.llnquency, or nln. (9) .onth. and on. (1) day fro. thtl data of
daath, to the data 0' p.yaant. Tax.. which bee... delInquent bafor. January 1, 198Z ba.r Intar..t at the rat. 0'
.be UX) parcWlt par ........... calculated at . daUy rat. of .DaDl". AU tax.. which bee.. delinquent an IInd afhr
January 1, 191Z will baar Intara.t at a rata which wIll vary fr~ calandar yaar to calandar y.ar with that rat.
announced by thtl PA Dap.rt..nt of Ravenue. Thai appllcabl. Intara.t rata. for 198Z thrOUgh 1997 arar
V.ar Intar..t Rah Dally Intar..t Factor Va.r Intar..t R.t. DaUy Intar.U Factor
nlz 7'X .DDDS". t9l7 9X .DDDZ47
1915 lOX .DDU51 1911-1991 IIX .DDUDl
1914 11;( .DDUDl 1997 9X .DDDZ47
1915 13% .00US6 1993-1994 n .DODI92
1916 lOX .00DZ74 1995-1997 9X .0DDZ47
--Intar..t I. calculated a. fallow.r
INTEREST = BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlea I..ued a't.r the tax bacoae. delinquent will r.flact an Intar..t calculation to flftaan (15) day.
bayond the data of thtl ..........t. If paYMnt 11 aacsa aftar the Intar..t c~t.tlan data shown an the
Notlc., IMtdI tJonal Inta,...t au.t be calculatMl.
JRO/June.30, 1992/17858
REGISTER OF WILUi
Cumberland County Courlhouse
One Courlhouse Sllullre
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6,12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: FHANCER m:r.DIICA. ERa..
RE: &1IIte of ELEANOH P VONBHETZEL .' DccCllSed, Lale of
NEWVILLE
&tateNo.: 2l.l996.497
Date of Decedent's Dealh: .3..30.96
Pursuant to Rule 6,12, the above named personal representative or the above named anorney, if
applicable, within two (2) years of the decedent's death, and annually Ihereafter until administration is
completed, is required 10 file with the Register of Wills a Slatus Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or anorney, as
applicable, reasonably believes administration will be completed, The purpose of this N01ice is to advise
you that unless the requisi1e SlatuS Report is filed with the Regisler of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanc1ions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 4.30 , 19 _~Byou are hereby
advised that a request will be submitted to ~e C~un in accordan~e with Rule 6,12.
Date: 4.l4.98 '--1'MJ.J {1, ~uQ I.l,tVJ1 ~tt
Depuly egister f Wills
Distribution to &late File
JRD/June 30, 1992/17858
. .. ..
REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANf TO RULE 6,t:z
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representa1ive
Counsel: FRANCES DEI.DUCA, ESO..
RE: E!llate of 1::1,I::ANOR P VONBRI::TZI::I. ,Deceased, Lale of
NI::WVILLI::
E!llate No.: 21.l996.497
Date of Decedent's Death: 3.30.96
Pursuanl to Rule 6,12, the above named personal representative or lhe above named anorney, if
applicable, within lWO (2) years of the decedenl's death, and annually thereafter until administration is
completed, is required to file with the Regisler of Wills a Stalus Report as required by Rule 6.12, in
substantially the prescribed form, showing the dale by which the personal representative, or attorney, as
applicable, reasonably believes administration will be compleled. The purpose of Ihis Notice is to advise
you that unless the requisite Slatus Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the dale of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to delennine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 4 .30 , 19..1\Byou are hereby
advised that a request will be submitted to ~e C~urt in accordan;e with Rule 6.12,
Date: 4.l4.9B '-1'1ld, c' ~uQ ~lVn
Depuly egister f Wills
Distribulion to Estate File