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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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being duly .r~~"~ll....__ .' occordilllJ 10 I"w, dopo,o, ond ,oy. Ih.t he --- .L11__.___---.---
_ ___..___A~lm}l! i !ltr" tor 01 tho [.1010 01 _ f.I....liil.l;IUyn IUin\lUL-
I.t. 01 __. C./lml' IIi 11 ., Cumborl.nd Counly, 1'.., dece..od .nd th.t tho
wilhin I. .n Invontory modo by . _ ,)o!ll'ph I:, 1:(~1~111 t'IOIl._, tho ..id Atlministrntor_
01 tho onliro e.lole 01 ,old deced.lIl, cOII,i,llng 01 "lIlh. p.rsonol properly olld reol ..Iole, elcept re.1 ..t.to outside
the Comll1ollwe.llh 01 POIIII'ylvollio, olld Ih"l Iho figure, oppo,ilo o"ch 110111 01 the IlIventory ropre,enll!'s fair v.lue
.. 01 tho dolo 01 docodollt', do.,lh.
_ .lId sub.cribed boloro mo, \ ~~fa/~f/ L'/<_,.2?-r:./z, ~2_
September_2B I 96 / en,ul.r . "'dmlnill,"'.'
_ ___9
~:~::~~I ic1Sta:;;Mf [1~~'2~a1l~~19c907unty of Lg.o~_~.'__ -- ~~--~~~.~---
My commission expires ar. ,j Add,...
notar! zed
o.t. 01 O..th --
2 July
_._---_.~.-_._---------_._._.
1996
DIY
Monlh
Y.ar
INSTRUCTIONS
I, An Inventory mu.t be filed within three monlh. .Iler .ppoinlment 01 porson.1 repre.entotiv.,
2, A .upplement Inventory must bo liIod within thirly doy. 01 di.covory 01 .ddition.1 ...els,
], Addition.l .hoots m.y be .tt.ehed o. to person.lly or roolly
4. See Article IV, Fiduci.rie. Act 01 1949,
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1. Dauphin \J('I'"!I.ll, Clweldn<j Ace!;1I 'ill111 '))31,
Value III \JlIle o[ Ur,"th
2. lillIOJ' i.!l BnvltHJR, 2 VelaI' Cerli.ficn!;o,0~-61-223812
3. lIarrin " . " . 04-0:!-1 ;n1l44
dilV 1I1<JB, ..Ii\VJIl(jB,
4. Ilurl" i~; BnvjIHJH, fi Munth CcrlificlItc, 04-1'i-078071
5. lIarris c' ' 2 1/2 Year CcrtifiClIle, 04-1fi-012493
"av.Ln<j!l,
6. IInn'is Savin<js, 2 1/2 Year Certificale, 04-16-015441
7.' Erie Insurance Group (Ck# H045529)
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86,494 38
12',170 9'4
13,560 64
10,002 32
21,229 83
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COMMOllWMLlII OF rEllIlSYLVAllIA
COUNTY OF CUMDEnLAlIU
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or tllO "!lliro cslnlo or uid Ilrct'dl'"I, cOI"islilH.I of .,III1Il" """011.,1 prolh'rly nllll r~nl ",Inle, oxc~pf ronl ostllto ouhido
11,0 CUll1l11ollw".III, .1 """"'ylv""i,,, "".I 111011 II,,, lilJu,,,, u,.,.u,ilo ""el, 1111111 01 1110 IlIvolllo.y rop.ololIl 1/', r.ir vDluo
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I I hUlllor . Adm'nfthalor
SCl!lelllbcr._lL___._._I'I_~~
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of F-- :::: -- ---"i,,,,
Nolary Public, Slale uf (lIuialla. Coullly
My cOlllmission expires ~li1r. 21. 1~97
:1
0.10 01 !JoDlh __ ....".
July I !J!J6
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INSTnUCTlOflS
I, An ;lIvolllo.y 11111.1 bo filod will,ill 111100 11I01111.. .,110, o""oilllrllolll 01 po"oll.1 .0p.o.onl.llvD.
2, A ,u"l'lo",ulIl IlIvolllo.y mu.t bo 1iI0d wil!.ill Il,irly dny, 01 diteovery or oddlllollol oSloh,
], AddiliollD' .!.ool. ",.y bo ollnel,od ., 10 I'o"ollnlly or .onlly
4. 500 A.lielo IV, Flduci.rio. Acl or 1949,
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I, Uauph11l lJepunlt, ChocldtHJ I\cct. II !jlllll 9331
IlIterest 7/2/96 to 10/3/96
.06,494.30
, 370.46
,
2.\ Jlards snv1nys, 2 yr. cel:t. 04-lil-Z23112
Intel'est 7/2/% to 12/31/96
.lnberest 1/1/97 to 4/11/97
3. Jlnl'r ls snv1nys, Snv1nys nct. U4-U2-12'/U44
Interest 7/2/9li to 12/31/96
Interest 1/1/97 to 5/16/97
12,170.94
302.75
169.13
13,560.64
193.80
146.27
4. lIarris Sav1nys, 6 1\10. cert. 04-15-U70U71
Interest '1/2/96 to 12/31/96
Interest 1/1/97 to 4/11/97
10,002.32
247.70
187.90
21,229.83
569.67
319.66
5. lIards Sav1nys. 2 1/2 yr. cert. 04-16-012493
Interest '1/2/9li to 12/31/96
. Interest 1/1/97 to 4/11/97
26,371.19
654.36
366.46
44.00
26.31
61J1arris Sav1nys, 2 1/2 yr. cert. 04-16-015411
Interest 7/2/96 to 12/31/96
Interest 1/1/97 to 4/11/97
7. Erie Insurance Group (Ckll R045526)
0, Cash (Deposit Doxl
,
9, I30nus
I, 25 I' Q2194326172E 07/66 ? .F3..2:7
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2. 25 l!~ Q2102005017E 04/66 ~ ~i:!i4
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3. 2!i E Q21676911100E 02/66 $ 128.13
4. 25 g Q2157770532E 12/65 $ 12B.12
5. 25 g Q214925026lil~ 10/65 ,
$ 120.09
6. 2!i E Q212li901010E 07/65 $ 131. 30
7. 25 I~ Q2117647000E 05/65 $ 138.43
O. 25 E Q21U2237444E 02/65 $ 141. 91
9. 25 r~ Q2096005031E 12/64 $ 154.71
lU. 25 I~ Q20lil042652E 00/64 $': '57~59
11. . 25 E Q20522910117E 05/64 $ 155.03
12. 25 E Q20B175'/236E 10/64 $ 153.72
13. 25 I~ Q20470605GOE 03/64 $ 155.05
14. 25 f: Q2026757070E 01/64 $ 157.43
15. 2!i g Q2015239411m 10/63 $ 156.46
16. 25 l~ Q2013770B24E 00/G1 , $ 160.38
1'1. 25 I~ Q2003419075E Oli/b3 $ 158.83
10. 25 l~ 01992IU5192J~ 03/63 $ 157.65
19. 25 g Q1969031200E 01/63 $ 160.07
20. 2!") l~ 01962021990f: 11/62 $ 159.41
21. 25 B Q1954170099E 09/62 $ 159.41
2'J.. 25 g Q 19502551011' 06/62 $ 161.48
:13. :1.5 r. 01930556312r. 04/62 $ 161. 07
24. 25 E QI926077213r. 02/62 ~ 1.6,4. 72
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IIIVlJlIlulY ullhu IUUIIllIlI 1'Uluullul ulIlulu of Pilqt'
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i!!). I" I': V 19U'iT,jT:l:l.jj::'" 11/(,1
. I $ 162.67
/.(" /.!i I' V 11l9'/G9l41l4g U9/lil
" $ 162.68
l'/ , :J.!'", I': UI1l9In~"/~i:m U"//lil $ 164.13
lll. I" I' 'UlllliI9"/lilj'/l.I'; Il/liO
. , '. $ 165.06
l'l, /.~ I~ QlOl515U011B 11/63 ~ 156.46
:10. 1000 I'~ 141ll1l9'lnOE Wi/61 ,6,564.00
:I\. 10UO I': MlllIl9'/nlE 05/li1 $6,56d.OO
:ll. /. ~i I': Q 19'/5l '/'/ l4 liE u5/(i3 $ :157.63
:1:1. ~IO g J.5nO 1 "/5141~ 05/63 $ 315.26
:14. 5U B 1.59l0 17~ 1 ~IB 0~/63 $ 315.26
]~. l'i Ii: Q2l79502/941> 09/67 $ 125.93
3G. l5 I' Q2220623699E 11/66
.. $ 124.46
37. 2!", )~ Q22091l99400E 09/66 $ 123.27
30. 'l.!,,) g Q23331l5695Ug Or-/fill $ 126.42
39. 2", g Ql136li16li5UE OVIi(1 $ 126.18
40. 25 B Q2267604'1'/ n; OG/67 $ 125.94
41. 25 B ~!n49432935B 04/li7 $ 125.86
42. 25 l~ U22352Gl)206E 02/li7 $ 1?5.(16
43. 25 ~~ Q23110li7450B 01/60 $ \2!i.1B
44. 25 I' Q2204223150B 11/67 $ 127.16
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45. 25 r. Q5197906492E 07/74 $ 92.00
46. 25 I' Q52100G4131E 10/74 $ 92.00
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47. .25 g Q5210325B31B 12/74 $ qO.40
4B. 25 g Q~244192471m 02/75 $ 90;39
49. 25 l~ QliOOli572076B 05/75 $ 91.26
50. 2'i g Qli016190755B 07/75 $ 8B.81
51. 25 g Q603991540UE 09/75 $ BB.81
52. :1.5 '.I~ Q604342131l9E 11/75 $ B9.68
53. 25 g Q6075706770~ 04/76 $ 117.27
54. l5 I~ QG091177526E 06/76 $ 85.73
!i!;. 25 g Qli118U60321E 09/76 $ 85.71,
5G. 2" g Q614229121i'm 11/76 $ B6.54
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fj7. /.5 I~ Q615001l3ZIl'm 01/77 $ 84.26
50. 2" Ii: Q6155~'15301E 04/77 $ 84.26
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59. 25 g Q61B293U353g 06/77 $ 112.79
60. 2!i I~ Q61914U659'1E 00/77 ~ B2~ 77
61. 25 I~ QIi:l.041 liUli461'; 10/77 82.77
Gl. 25 g QIi:l.235G3'/19E 01/78 $ 73.90
G3. 25 g Qli23:1.51046'1E 03/70 $ 69,72
64. 25 g Q62'10000515E 05/70 $ G'J.OO
G5. 25 g Qli2UG430504r. 00/70 $ &7.83
lili. 25 g Qli29147G575E 10/78 $ 67.83
G7. 25 I': 051'1521906GE 05/74 $ 94.54
GU. l5 g 0515994J4G(i!; 03/74 $ 93.64
(,9. /.!") I~ Q514G!i(i90IlE 12/73 $ 93.6,\
'10. 25 g 05125G7G5651~ 10/73 $ . 96; 3'1
'II. l'i g Q5111101l9'19E 00/73 $ 96.36
'/'J. . lr, g Q500200 11 OOI~ 06/73 $ 98.0B
'1l. l5 g Q5075(iIl053I E 03/73 $ 97.85
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IN RE:
: IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
M. KATHRYN KLINGER
: ORPHANS COURT DIVISION
NO. 1996-00564
Purpose of the Account: Joseph G. Pendleton,
Administrater of this Account to acquaint interested parties
with the transactions that have occurred during his
administration.
The Account also indicates the proposed distribution of
the estate.
It is important that the Account be carefully examined.
Requests for additional information or questions or
objections can be discussed with the Attorney for the Estate.
Stephen J. Hogg, Esquire
19 S. Hanover Street, Ste: 101
Carlisle, PA 17013
(717) 245-2698
Attorney for the Estate
LAWOFFICESOF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
L
,
'.,
RECEIPTS OF PRINCIPAL
CHECKING ACCOUNT
Dauphin Deposit,
(Account # 51889331)
Interest from July 2, 1996 to
October 3, 1996(Date acct. closed)
$ 86,494.38
$ 378.46
CERTIFICATES:
Harris Savings
(2 year Certificate # 04-61-223812)
Interest from 7/2/96 to 12/31/96
$ 12,170.94
$ 302.75
Harris Savings
(2 1/2 year Certificate #04-16-012493)
Interest 7/2/96 to 12/31/96
$ 21,229.83
$ 569.67
Harris Savings
(2 1/2 year Certificate #04-16-015411
Interest from 7/2/96 to 12/31/96
$ 26,371.19
$ 654.36
Harris savings
(6 months Certificate #04-15-078071)
Interest from 7/2/96 to 12/31/96
$ 10,002.32
$ 247.70
Harris Savings #04-02-127044)
Interest from 7/2/96 to 12/31/96
$ 13,560.64
$ 193.80
Erie Insurance Group
Refund check #R045529
$
44.00
Miscellaneous:
Clothing, personal property
(no value)
$
00.00
Sub-Total
$172,220.04
LAW OFFICES OF
STEPHENJ. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE. PA 17013
Additional Interest from 1/1/97 to 2/28/97
Harris Savings Accounts
Account # 04-61-223812
Account # 04-16-012493
Account # 04-16-015411
Account # 04-02-127044
Account # 04-15-078071
Sub-Total
$ 98.14
$184.67
$212.13
$ 62.83
S 80.30
$638.07
Total
$172,858.11
U.S. Savinas Bonds
Denomination Series Issue No. Issue Date
25 E Q2194326172E 07/1966
25 E Q2182805017E 04/1966
25 E Q2167698100E 02/1966
25 E Q2157770532E 12/1965
25 E Q2149258266E 10/1965
25 E Q2126901010E 07/1965
25 E Q2117647008E 05/1965
25 E Q2102237444E 02/1965
25 E Q2096085831E 12/1964
25 E Q2061042652E 08/1964
25 E Q2052291087E 05/1964
25 E Q2081757236E 10/1964
25 E Q2047068560E 03/1964
25 E Q2026757078E 01/1964
25 E Q2015239487E 10/1963
25 E Q2013770824E 08/1993
25 E Q2003419075E 06/1963
25 E Q1992185192E 03/1963
25 E Q1969831208E 01/1963
25 E Q1962821990E 11/1962
25 E Q1954170099E 09/1962
25 E Q1950255181E 06/1962
25 E Q1930556312E 04/1962
25 E Q1926077213E 02/1962
25 E Q1907141339E 11/1961
25 E Q1897692484E 09/1961
25 E Q1891225753E 07/1961
25 E Q1861976972E 12/1960
25 E Q2025150011E 11/1963
1000 E M82897920E 05/1961
1000 E M82897921E 05/1961
25 E Q1975277248E 05/1963
LAW OFFICES OF 50 E L592017514E 05/1963
STEPHEN J. HOGG 50 E L592017515E 05/1963
19 S. HANOVER STREET 25 E Q2279582294E 09/1967
SUITE 101
CARLISLE, PA 17013
25 E Q2220623699E 11/1966
25 E Q2209899400E 09/1966
25 E Q2333856950E 06/1968
25 E Q2316616650E 03/1968
25 E Q2267604771E 06/1967
25 E Q2249432935E 04/1967
25 E Q2235269286E 02/1967
25 E Q2311867450E 01/1968
25 E Q2284223150E 11/1967
25 E Q5197906492E 07/1974
25 E Q5210064131E 10/1974
25 E Q5218325831E 12/1974
25 E Q5244192478E 02/1975
25 E Q6006572076E 05/1975
25 E Q6016190755E 07/1975
25 E Q6039915488E 09/1975
25 E Q6043423189E 11/1975
25 E Q6056355969E 02/1976
25 E Q6075706770E 04/1976
25 E Q6091177526E 06/1976
25 E Q6118860321E 09/1976
25 E Q6142291267E 11/1976
25 E Q6150083287E 01/1977
25 E Q6155575301E 04/1977
25 E Q6182938353E 06/1977
25 E Q6191486597E 08/1977
25 E Q6204168646E 10/1977
25 E Q6223563719E 01/1978
25 E Q6232510467E 03/1978
25 E Q6270800515E 05/1978
25 E Q6286430504E 08/1978
25 E Q6291476575E 10/1978
25 E Q5175219866E 05/1974
25 E Q5159943466E 03/1974
25 E Q5146569012E 12/1973
25 E Q5125676565E 10/1973
25 E Q5111108979E 08/1973
25 E Q5082001180E 06/1973
25 E Q5075680531E 03/1973
25 E Q5056734432E 01/1973
25 E Q5037638771E 11/1972
25 E Q5037633203E 08/1972
25 E Q5020815608E 06/1972
25 E Q5004830024E 04/1972
25 E Q2611455504E 01/1972
25 E Q2610661056E 11/1971
25 E Q2598041620E 09/1971
25 E Q2553478208E 07/1971
25 E Q2564852883E 04/1971
25 E Q2547918655E 02/1971
LAW OFFCES OF 25 E Q2527830357E 12/1970
STEPHEN). HOGG 25 E Q2527825082E 09/1970
19 S. HANOVER STREET 25 E Q2514050810E 07/1970
SUITE 101 25 E Q2494490580E 05/1970
CARLISLE. PA 17013
25
25
25
25
25
25
25
25
25
E
E
E
E
E
E
E
E
E
Q2481074292E
Q2452873752E
Q2445584020E
Q2421143267E
Q2415130471E
Q2394701730E
Q2381969933E
Q2374215150E
Q2347148474E
Total Face Value of Bonds
Interest as of May 9, 1997
Total Value
Cash in Safe Deposit Box
Certificates
Bonds
Cash
TOTAL GROSS ASSETS
02/1970
12/1969
10/1969
08/1969
05/1969
03/1969
01/1969
10/1968
08/1968
$ 4,450.00
S20.393.39
$24,843.39
$ 26.31
DISBURSEMENTS OF PRINCIPAL
Exoenses and Disbursements
08/06/96
08/06/96
08/19/96
09/05/96
08/19/96
08/30/96
09/13/96
09/05/96
08/20/96
08/20/96
02/25/97
SUB-TOTAL
LAW OfFICES OF
STEPHENJ. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
PP&L Electric Bill(5/20/96 thru 6/19/96
PP&L (final bill)(Acct. Debit)
Bell Atlantic
Bell Atlantic (final bill)
UGI Corp. (final bill)
Camp Hill Plaza Apts.
(rent, June & July, late fee)
Personal Taxes Camp Hill Borough)
Tax Prep. Fees
Pa. Income Tax (1995)
Fed. Income tax (1995)
Safety Deposit Box Rent
Disbursements
$172,858.11
$ 24,843.39
S 26.31
$197,727.81
$ 26.04
$ 18.88
$ 51.51
$ 2.98
$ 48.86
$1,028.75
$ 5.50
$ 65.00
$ 136.00
$ 291.00
S 10.45
$1,684.97
Administrative Expenses
08/06/96 Myers/Harner Funeral Home
08/21/96 Rolling Green Cemetery
08/21/96 Rolling Green Cemetery
Accounting Advertising
10/19/96 (Patriot News)
10/19/96 (Cumberland County Law Journal)
07/18/96 Letters of Administration
07/16/96 Bond (Acordia Insurance Company)
10/15/96 Inheritance Tax Return and Inventory
02/24/96 Accounting Filing Fee
08/20/96 Pa. Inheritance Tax
10/01/96 Pa. Inheritance Tax
02/04/97 Pa. Inheritance Tax
03/31/97 Tax Return preparation fee
05/16/97 Pa. Inhertiance Tax
02/24/96 Personal Representative Commission
02/24/96 Attorney Fees
Total Administrative Expenses
Disbursements
Expenses
TOTAL EXPENSES AND DISBURSEMENTS
'.
$1,515.00
$ 825,00
$1,636.50
$
$
$
60.00
151.72
60.00
$ 264.00
$ 1,060.00
$ 25.00
$ 62.00
$15,000.00
$ 5,252.22
$ 590.53
$ 300.00
$ 3,792.30
$ 9,734.94
S 9.734.93
$49,767.14
$ 1,684.97
S 49,767.14
$ 51,452.11
DISTRIBUTIONS
Total Gross Assets
Total Expenses and Disbursements
TOTAL NET ASSETS
LAWOFFICESOF
STEPHEN). HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE. PA 17013
TOTAL DISTRIBUTION TO JOSEPH G. PENDLETON
$146.275.70
$197,727.81
S 51.452.11
$146,275.70
i
r
Y.L.BJFlCATION
I, Joseph G. Pendleton, do hereby verify that I am
the petitioner herein, and that the facts set forth in
the aforegoing Petition to Settle an Estate is true to
the best of my knowledge, information and belief, uFon
informatio~ nupolied. I understp.nd that false
statements herein are subject to the penalties of 18 Pa.
C.S.A. Sect. 49~4, relating to unsworn falsifications to
authorities.
Date: '1/...1/? 7
~~AU?,/..?7-':;J
J. seph G. pendleton
Sworn to or affirmed and subscribed to before me by
witnesses, this 3rd day of March, 1997.
)?
My Commission Expires: lOt05/2000
LAW OFFICES OF
STEPHENJ. HOGG
: 9 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
.
21-96-564
nOND
REGISTER OJ" WILLS OJ" CmtllEIl),I\ND COUNTY
DOND AND SURETY "'OR I)ERSONAL ItElJRESENTATIVE
KNOW ALL BY THESE PRESENTS, That JOSEPH G. PENDI,ETON
as principal(s) and
WESTERN SURETY COMPI\NY
as surety (sureties) arc held and firmly bound unlo the Commonwealth of Pennsyl\'ania in the snm of
Two Hundred Eiqhty Thousand
dollars ($ 280 I ODd to be paid to the Commonwealth, for which payment we
do bind ourselves, jointly and severally, our heirs, executors, adminislnllors and successors, the
condition of this obligation being that if
JOSEPH G. PENDLETON
as (state fiduciary capacity) ADMT NT STRATOR
of the estate of
M. KATHRYN KLINGER
I deceased,
or any of them, shall well and truly administer the estate according to law, then this obligation shall
be void as to the personal representative or representatives who shall so administer the estate and his
or their surety or sureties; but otherwise it shall remain in full force.
Signed and scaled this
16th
day of J u 1 Y
,1996
, each
intending to be legally bound hereby,
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c'\
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KATHY L
DARREll
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SNYDER
D OIODATO
JEFFR[Y
KATHY J
GIL~ERT
Ll GG E TT SCOTT
HIMES
L SHAFFNER
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AUCTIONEER AND APPRENTICE AUCTIONEER ............
LIQUOR ...........*.**...........................
AUCTION COMPANY AND AUCTION HOUSE ...............
PRIVATE DETECTIVE *..............................
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~lh,CORRESPqJ~QENCE~Atjo COlmrmlTlAl fA:! INrOnMATI?:r~I~!.!.OIJIU liE lJIRECW!<!9:._ . :.1. _____
:19 S. Hanover Street, Suite 101
Carlisle PA 17013
!
Il ~ 11
U (.1500 U. l~ 1'-'1
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RESIDENT DECEDF.Nr
(TO BE FILED IN IHIPLlCAl'E
Wmll'lr~GISTER or: WILI.S)
!
I filE NUMBER :u.~ %=5.(L4..__. _
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Cumberland
Klinger
IIMII 1.l1111 ^1I1
7/2/%
M. Kathryn
SOei",nECuiifi ihiMB( Ii' --
406-05-7527
1<:"...,
Stephen J. lIogg, Esquire
HTfitlotlfTfU...\iER' -- - - -- . .
(717l
245-2698
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2. Slach and Band. (Schedut. 91 ( 71 ..
3. Cla.ely Held Slack/Parlno"hip Inlor",1 (Sch.,J"I" C) {~I
A. Mortgages and Noles Recei....ablo (5(hodlllo DJ ( d)
5. Ca.h, Bank oepa.ill t. Miscellanoou. ro"onnll'rol'""r{ 51 ___. 169, 873. 30.
(Sc..dure EI
6. Joinlly Ownod Praporly (Schodulo F)
7. Tran.re" (Schedulo GI (Schodulo l)
B. T 0101 Gra.. A..ell (Iolollin.. t,7)
9. Funeral bpenses, Adminislralivo Cosu. Miscollollt'olu
expen... (Scheduto H)
10. oebl., Morlgage lIabililio.. lio". {Sd,udulo II
11. Talal oeduc1ian. (10101 linn. 9 /I. tOI
12. Ne' Value 01 Estalo (Iillo B millus linn 111
13. Charilable and Goyornmonlal Boquo,"(Schodulo JI
U. Not Volue subjecllo 10l( (linlJ 12 minus lin~~L._ ____H~______ ____...__n____~_
LA fi , 0 <; 7....EA
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( 71 .... .
169,873.30
( 91
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16. Amaunl of Ii"" 1A Ic~ablo 01 15% fnln (16) _.
(include values from Scl1edul" K or 5chndulf) fA)
17. PrincipollOl( duo (odd 10:< from IiIlfJ 15 plus Itll( hOlTlliM 16)
_____. ___." .06 =
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21,908.65
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18. Tolal Prior peymonh:
(19) _L5J~5.Q., 00
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19. If line 10 Is groolor Ihan lino 17, nnlnr Iho diHurflncn onlino 19. 1hl\ i~ Ihn QVer.rAYMErIT.
A. DChoc~ hero if you 010 InCJun'ling U ,ofuml of )'oor o....nlpl1ynlnlll.
20. If line 17 Is grooler than lino 10. nnlol 1110 cJiflnrollco all lino 20. This h Iho BALAUCF. DUE.
A. Enler Ihe inleres' on Iho balanco duo on Iino 20A.
8. Enler Ihe 10101 of lino 20 anti 20A on linn 208,
Mak. Ch!ck .P'!'r:.,!~I..lo: Ron.I"o,_al.WIII., l\o.n"1
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You, CUIIIIIII"iulI' 1'"1,1 _J!!.~,,-(j.____._-
AllulllOY r ee' U, ,I!! 1 . 'I (j
flllllily F._olIIl'lIulI
CllllolIlIlIl _____"
Auule" ul Clllillllmlul delouolIl', dOlllh
Slooul Auu,o" ---.-
Cily _._.__________511110 _- Zil' (ouo___
1I.llIlIull,I,II' _'
r,oLulo r.., HeylsLeL' u[ \'/111
Mlscolllllloou, EKll01lSO"
l\tlvertlsllly/A,;,;uulltlIlY
A,;ol"lHa (lJulltl Foe)
A,;,;uUllllny 1'00. (eul)
Allvcrllulny, Granl o[ lcttcrll l'n I: I: i lll: Newll
I.nw Joui"lla1
l"lllny Foe for llllled.tallec 'i'ax Hetu!:1l
Inventory
10lAlIAI,o 01110' 011 11110 9, 1l0cul'i1ullltioll)
(1111I01. 'I"ICO Is uoouoll, hlSo.1 ouulllollol ,I.ools of '"11I0 .bo,)
AMOUNT
1,515.00
025.00
1,636.50
0,491.46
0,491.46
264.00
60.00
1,060.00
53.00
151.72
60.00
15.00
10.00
S 22,633.14
IIY.UUIIt 1"'1
.
COIolIolOUWUIIII 01 ,rWUll~"'fj'"
INHllnAN[f fA.. IIIUIN
IIIIDINIOIClOIN'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FtlE NUMBER
N. K"thryn
Klingel'
19%-OOIj(j4
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
1'" (.'ile # 21-'l6-0564
AMOUNT OR
SHARE OF ESTATE
-------~-----.._._.- ---.-- --- -~--._-
A. To.-oblo Boquolts:
-.--.- -------.-- -----------.--...------
.-.- -------.----.-.
I.
Joscph G. Pendleton, 2406 2nd Avenue brother
'I'erre IInute, Indian.
100%
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
-----~-._-
B. Charitable and Goycrnmontal Bcquelts: .
I.
TOTAL CHARITABLE AND GOYERNMENTAl BEQUESTS (Aha .nl., on tin. lJ. R.capilulaHan) S
(If more space Is noodod, Insorl addlUonal shools 0' .am. SilO)
1.'3
liS
I
Fill HUMBER 21-96-564
(;.
,"\'V.'~ I" t'U'1
!t
..
Q
tl
..
Q
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(OMMOIIWlAlIIIOI """mv.,,,. (TO BE FILED IN DUPLICATE
DlrAI'M(Nr 0' R\\lUlUl
1I""lfJlU~o\'!lltO"" WITH REGISTER OF WILLS) courllY CODE
(jm[jmfnUMrn^lrfii(~.Ufl~ljlhBI-j 'iilli,~Yf:::-"~--:-=-::~:-~~'--=:"::~=-=~-::":;;';": --= ::'':-::-: 'l\ni(;ITir~ fWMtnrA1ffitnr
N. KathrYII I\lill'.ll'r l'i r.l"y IJd\!l' N3
1~~A~'~I~ij~~.;;~I,~~~. _~ ,~_. G; ;~i~~U I"~; ~'iI7'1jl'J '1 r, I ~:::Il"C::I~I~~;' ;.~ ~d 1 701 1
o 1. O,iginul Returll l)q 7. SUPlllcIIlrl1lnl '~rIUln 0 J. R~mQindl' Rf'lurn
('or doles of dt'olh prior 10 12.1 J.
o A. llmilllcl [,Iula I l.tn. rlllll.,. h,II'"'I' (ulllp'llllli". [J 5. Fedetal EtlOll" To..
1'1)1 dlllf'1 ulllrlllll flltf" 11.1].01) Rf'lufn Required
06. DecltdflJlI Died leuln'.. 1.1 1 P..fr,I"1l1 Mnilllllilll'tl fI li...ill~ I,ut' _ 9. Totul Numbt'r ('I Sore Oepolit 80'
(^lIoch copy 01 Will) 1^lImh tflpy of I,utll
;ALL' 0 R,ESPQND NCE,AND cONf.iiiENliiiCTAXllli'ORMA110IlSlioULU'iiE DIRECTED TO,
.AMI .-.----.--.-".. .-.-..-- llimOH i.i;..iliiiiO:iiiiiBr .,' :.
Stephell J, IIol]l] , Enquire! II) !;. IIi1llovel' Street, Suite,101
mf/ili5UffWi.i1li------.-.. ... u._._ Cill.linlc I'n 17013
Yf'~
HU"
~~~
~
l:l:8
"00
0.....
.....
...
00(
'0-
::Jili
"'a
"z
82
.-----.-
-.- -. --.. -
. - -. - ---- ~
----.- .. ..
.--..-----.-
--, -. .-.--- -
I. R~ol Ellolo (Scllodu'. A) ( I)
2. Sloch ond Bond. (Scll.du'. 01 ( 2) /.4,1343.39
--------..-
J. Clouly lIold SlotkJrallnDnl.ip InlclcII (Sthedule q ( J).__ --_._,--~
A. Morlgagu and NolDS Rotcivoblo (Stl1edulo 0) I AI_.___
S. Cadi. Bank Oopolill & MiltcllancouI renonnll'ropolly( 51 173,435.77
z (Schodulo EI -.. ._---
0
:5 . Jomlly Uwnedl'roperly {Sthedule fl ( 6)
E 7, Tronl'o"IS,hodu'. GIIS,II.du'. II ( 71
"- 8. T alai Gross AssolI (Iololllnos 1.7) I 8)
;:j 9. Funeral E.xpensol, A(I,ninillralivc COSh, Mistcllnnoous ( ?) 25,207.09
..
.. E'polllo, IS,lIodulo III
10. Oebll, Mortgage lIabililiol, linns (Sc:llodulo I) (\0) __._.. ._J" 9P.4...9~__
t t. T 0101 Dodudion. ('olollin.. ? & 10) (II)
12. Nel Value of Eslale llino 8 minus line II) (121
13. Choriloble and Goyornrnenlol Dequosl' (Sthoilulo J) (lJI
lA, Nel Volue.Subjcttlo Tax (Iln~ 12 minus line IJ) ----_._--~-....-.- ..(14)
15. Amounl of line 1 A laxoblr 01 6% rain (151 ... ._x .06 c
(Indudo volu.. Irom S,h,dulo K or S,h.dul. M.)
198,279.16
27,192.06
171,087.10
171,087.10
16. Amounl of line 1.1 10xoLle nl 15% 'nlo
Z (Indude values from 5tt.odule K or 5dlcdlllo M,)
Q 17. P,indpollolt duo (^dd Inlt 1'010 line I.~ Will from li"o 16.)
..
~ 18. Credih rfinr r~rlll"nh lJiuoulll
r ........ J.t!.' 8j_~~.!.1. , ,lQ.6.5.. ~O
o 19. If lin. 10 Is gr..olnr 1111'111 lino 17, ('nl", 1110 dilln,n",,, 011 lin(' 19. Jl.it j, 11,,. OVER"AYMEtn.
u
)( aD~~.'I'II.'II."I'III'IIIr.T:.'.HM:f.na'r.lr(I;l'l7lI:l:1:LU..tLl.a
:! 20. If line 17 is greolor Ihon line 18, nnlcr Ihe diffele"te on lil\(l 20, 1l,is i, 111f' TAX DUE.
A. Enl"r Ih" inleres' on Ille bolunte due on lino 20A.
B. Enler Ihe 10101 ollin" 10 und 20A on Ii"" 70n, 11lil il IIIl.' OAlAfICt OUE.
Make Checlt Payabl" 10: Roohl'" of Wills, AOf'Il'
~~,~~. '. :'f~'."''''BE SUR~~"t.I~W,~R AL~.~~E~1I0rrS-Ot';'RE\iER5E 5Ii;EilN~.!OJl!CIlECK MATH....
I Und.r p.nohil1 of fl.'ju,y, I d.dn"~ Ilmlllm",,, I'~lIlnin,.d Illi, '1'IuIn. i"r1udillq 'l(((''''f'",,)i.'ll ~"lf'd'llf" 111HI Ilnl"",,,",,. nnd 10 lhe b~Il of my ~"o...l~dge o"d b.Ii.:
ills IIUIl, CQ".tt Gnd comr1llht. I d"rlolft Ilml nil Ir..1 "'1111,. h," b"I'II l~rO'If'J ulllu,. 11l'"~.'1 ."1,,.. {J..dmnholt 01 ("'"!,Oft'r ol"tf II.on Iht' p.."oftol 't'p'e'e"'O"~' ;
bOlld 0" olllnformnliun 01 ....Jlidlf"I'rOlf'r hut 11") ~nIJ....h'.!HI".
'1I(JNAI~lTOm~mm;IP~!flIi~RTlil;iG iiiiURtl --- .n ^lliIRI~~ - .
'I" \. ' .... ~, " .. '. . 'r., r ., .,"
~AmUumfnlh 0111(. W';;;-O'UUiilAfi..;r--.-+----- ;'llij~t~~-.__...... __L.l.________
(\6) .
171,087.10 =
. __ ___.__ ...... _x .15
25,663.07
--,
(171
'nlr.fO'1
(lB) ._..2.1.( 908,..6.?.__
II?I --..-_"... __.
120)
120A)
120BI
3,754.42
_..'':' i.J-L..:.....'."
,
I '
l'i'[-'
, 'r I :j-'
.:7
:1.. -...
(\.l.:!
.',
..
,,~I~:~I\
-\'WI.."..
(OMMOIlW(^tll1 01 FIIIII!JYIV^HlA
ItUIIRlTAtl(( tAx AE!lJMU
RUIlHHl U(CIlHtll
E5TAiEOr:.~===---=-"-==-'=;:---': - ..-- .--"
M. Kathryn Klinger
SCHEDULE B
STOCKS AND BONDS
-.. - ..
.. _. _._ .~.n.
FILE NUMOER
1 ')'J{i-00r,r,4
-- ------...----..------
IAII proporty lolnllv:';-"';';;l(~iih Ri;;i~!=~i50~~;;r~il';,--;~~~~~d.'~,f~~~~.o.. S,h.d.l. F.I_ _.- .....
Nll~tER t~18e Se des I ~f"~l!L'_l'!~~~CRI~'I.ml-- ~HeHe
----------
I. 25 E
2. 25 E
3. 25 E
4. 25 E
5. 25 E
6. 25 E
7. 25 E
8. 25 E
9. 25 E
10. 25 E
11. 25 E
12. 25 E
13. 25 E
14. 25 E
15. 25 E
16. 25 E
17. 25 E
18. 25 E
19. 25 E
20. 25 E
21. 25 E
22. 25 E
23. 25 E
24. 25 E
25. 25 E
26. 25 E
27. 25 E
28. 25 E
29. 25 E
30. 1000 E
31. 1000 E
32. 25 E
33. 50 E
34. 50 E
35. 25 E
36. 25 E
37. 25 E
38. 25 E
39. 25 E
40. 25 E
41. 25 E
42. 25 E
43. 25 E
44. 25 E
45. 25 E
46. 25 E
47. 25 E
VALUE AlllAlE
Of PEA 111
._._-~.__.-_..-_..._.-
._.-~---- --- ---'-----
Q2194326172E
Q2182805017E
Q;> 1676'lP 1 ('(11'
Q2157770532E
Q2149258266E
Q2126901010E
Q2117647008E
Q2102237444E
Q2096085831 E
Q2061042652E
Q2052291087E
Q2081757236E
Q2047068560E
Q2026757078E
Q2015239487E
Q2013770824E
Q2003419075E
Q1992185192E
Ql969831208E
Ql962821990E
Q1954170099E
Q1950255181E
Q1930556312E
Q1926077213E
Q1907141339E
Q1897692484E
Q1891225753E
Q1861976972E
Q2025150011E
M82897920E
M82A97921E
Q1975277248E
T.5920 17514E
L592017515E
Q22795A2294E
Q2220623699E
Q2209899400E
Q2333A56950E
():) 136(- 16(,r,01'
(,~~(.7C:0t771E
(.;>2494329351'
Q2235269286E
Q2311867450E
Q2284223150E
Q51979064921'
Q52100641311'
Q52183258311'
07/66
04/(,6
02/66
12/65
10/65
07/65
05/65
02/65
12/64
08/64
05/64
10/64
03/64
01/64
10/63
08/6 1
06/\.3
03/63
01/63
11/62
09/62
06/62
04/62
02/62
11/61
09/61
07/61
12/60
11/63
05/61
05/61
05/63
05/63
05/63
09/67
11/66
09/66
re/f.?
r:/u
r (/(,i
04/67
02/67
01/68
11/67
07/74
10/74
12/74
$ 123;27
!? 121: 94
$ 128.13
$ 128.12
$ 128.09
$ 131.30
$ 138.43
$ 141.91
$ 154.71
$ 157.59
$ 155.03
$ 153.72
$ 155.05
$ 157.43
$ 156.46
$ 160.38
$ 158.83
$ 157.65
$ 160.07
$ 159.41
$ 159.41
$ 161.48
$ 161.07
$ 164.72
$ 162.67
$ 162.68
$ 164.13
$ 165.06
$ '"6.46
$6,564.00
$6,5(,d.00
$ 157.63
$ 315.26
$ 315.26
$ 125.93
$ 124,46
$ 123.27
$ 126.42
$ 126.18
$ 125.94
$ 125.A6
$ 1?5,P6
$ 126.18
$ 127.1 h
$ 92.00
$ 92.00
$ 90.40
- _~_.__. ____...___ 0-._-
--------
TOTAL (Allo enter ?_~~i~.!?! R_~~~pi~uJ~l.i~nl___._h__- -~-------
------- -----
------';i-,;loru 'POCl' j, nrIJUoIJ, illlluI mJ.",iolH11 ~'rl.'l'h {II ,mill' ,ile'
t ~'
V .1S.11l. ."'1 ,
. . IJ~@.'~ SCHEDULE B
t _" .1
COMMOIIW[^ltll Of rrIIUS~IV^,UA STOCKS AND BONDS
\ ""'..".",, '" """"
___.... Il(SUUt,' utC.(II(f~! __~...:-~:::==-=:-:-:.__:;:::..:~~_~~==:,,,,~:~":::-.:-:--=:'~:_7~:: -. :_..:.:_ =;._.= ~.~:-;:-;: ;c-:o...';:._-=:.....-=....:::~="=;=_.:.~~~~:=.::
I EsiAlnlj: FILE NUMBER
i
I
M. Kilthryn Klinger 1 I) <)(j-O 0 Ij(j 4
-------.
(All proporly lol;;ily.ownod with RliI;,-;;i5~,;lvol~i;ip Illu,,-b. d~~~.~_O;,~~,.I;!dulo. F.I.___._--.--. --'
ITEM lJESCRlI'tlOl-I Issue VALUE Al DAlE
NUMBER 'ace Of DEAlIt
f"'l'.1f"'lC:: I 5fiUl~____.__.P_fl!:P,- ---- .--
48. 25 E Q5244192478E 02/75 $ 1)0.39
49. 25 E Q6006572076E 05/75 $ 9 1.26
50. 25 E Q6016190755E 07/75 $ 88.81
51. 25 E Q6039915488E 09/75 $ 88.81
52. 25 E Q6043421389E 11/75 $ 89.68
53. 25 E Q60757067701': 04/76 $ R7.27
54. 25 E Q6091177526E 06/76 $ 85.73
55. 25 E Q6118860321E 09/76 $ 85.71
56. 25 E Q61422912li7E 11/7li $ 86.54
57. 25 E Qli150083287E 01/77 $ 84.26
58. 25 E Qli155575301E 04/77 $ 84.26
59. 25 E Q6182938353E o li/ 7 7 $ A2.7Q
60. 25 E Qli191486597E 08/77 $ 82.77
61. 25 E Qli2041li864liE 10/77 $ 82.77
62. 25 E Qli1235li3719E 01/78 $ 73.90
63. 25 E Qli2325104li7E 03/78 $ 69.72
64. 25 E Qli270800515E 05/78 $ 69.00
65. 25 E Q6286430504E 08/78 $ 67.83
66. 25 E Q629147li575E 10/78 $ 67.83
67. 25 E Q5175219866E 05/74 $ 94.54
68. 25 E Q51599434lili6 03/74 $ 93.64
69. 25 E Q514li5"li90 12E 12/73 $ 93.64
70. 25 E Q51256765li5E 10/73 $ 96.37
~1 25 E Q5111108979E 08/73 $ 96.36
E Q5082001180E 06/73 S 98.08
73. E Q5075li80531E 03/73 $ 97.85
74. 25 E Q505673.4432E 01/73 $ 100.53
75. 25 E Q5037638771E 11/72 $ 99:3(;
76. 25 E Q5037633203E 08/72 $ 99.36
77. 25 E Q5020815608E 06/72 $ 101. 13
78. 25 E Q5004830024'-; 04/72 $ 100.84
79. 25 E Q2li11455504E 01/72 $ 103.62
80. 25 E Q2610li6105liE 11/71 $ 102.37
81. 25 E Q2598041li20E 09/71 $ 102.37
82. 25 E Q2553478208E 07/71 $ 105.25
83. 25 E Q25li4852883E 04/71 $ 103.90
84. 25 E Q2547918655E 02/71 $ 103.90
85. 25 E Q2527830357E 12/70 $ 121. 08
86. 25 E Q2527825082E 09/70 $ 120.81
87. 25 E Q2514050810E 07/70 $ 122'.93
88. 25 E Q2494490580E 05/70 $ 121. 16
89. 25 E Q2481074292E 02/70 $ 121. 15
90. 25 E Q2452873752E 12/li9 $ 122.11
91. 25 E Q2445584020E 10/li9 $ 121.49
92. 25 E Q24211432li7E 08/69 $ 121. 48
93. 25 E Q2415130471E 05/li9 $ 128.04
94. 25 E Q2394701730E 03/ li 9 $ 126.81
TOTAL (Aho cmlo, on_.~~.~ ~~c~r!~.!-'_I~~?~l S
Ii, morl1 'poco is neeuucl, illn'" OlMlfiollul sluwh o( SOIll~ size 1
,fA~~
COMMOtlWlAlIII Of FlIIII!i'rlVAUlA
ItUlUIIIAU(r '^lltflUIIIU
RUmfllf U[((UUII
SCHEDULE B
STOCKS AND BONDS
mAlE OF
~~~'=~="~="-=FllINUMBfit
M. Kathryn Klinger
1996-00564
(All plopllly lolnlly.ownod wllh Righi o. SUIVIVOllhlp ,"u.1 b. dl.~o..d~,!.~h~~ul~.'::!
llEM 'ace lJESCRIPlION VALUE AT DATE
NUMBER ulue Series 11:\sue No, OBflle OF DEATlt
il c.. ----
95. 25 E Q2381969933E 01/69 $ 126.81
96. 25 E Q2374215150E 10/68 $ 126.40
97. 25 E Q234714~474E 08/68 $ 126.40
98. 25 E Q6056355969E 02/76 $ 87.27
TOTAL (Aho onlor on 1i~'!1, R!! ~lli!~1nli~!
fll mar. 'poce is neeul1u, inuul odcJilionol .Iutt'h "t '0/11. sin,)
S 24, 843.39
Sl:IIliUULIl H
l'UI'lEllAL lJXI'ENSlJS,
AUMINISTIlAlIVF. COSIS ^"lU
MISCELLANEOUS EXI'EI~SES
,t.NM\
c.UIA,.'IJIIW'.~11l1 or tfllll'II\lhllI^
1I111V'II1\III,rlM"'"111l1
"1~'"ll11l1IUIIIIII
BiAiE'ur-==~~="'-~'---'-'~'
',1. l\llLltl'yn 1\ Ii n\j'!1'
__ 0_ . ...!'~~. r,l,,1 or Typ.
--- ._n' - ----. \1'llt IIUMOtn Po. 21'%-0%4
,____.__ _,L~3Ji.::.lHUjJi.4..
-'-- --.-.-.-..--...-.--.
UESCIIII'IIUII
I1I:M
IIUMIlEII
.---- .--..- ------..---..
/\. I'uII..,,1 EK"Oll'O"
I.
~.
J.
u.
I.
2,
3,
d.
C,
I.
'}.,
3.
d,
U,
6.
7,
u,
9.
l-Iyul:u-lIul:nul: 1"lInuJ:lIl lIulllu
Hul!!IIY 01-UUII CellluUIL'y
llulJ.1ny Oruun CUllIuLul:Y
/\olllllll.lIutlvo l:u.h,
1'0"UIIUIIl0",o,."'"I1,oCUllllll111Iu", Juue[lh lJ. 1'I'IIl.LLoLulI
Sudul S.,ullly !-IulIILo, ull'o"UIIUlllo,,'.'OlltullvOl ~:!...-=---.! 2 - '1396
Y.Ul CUlllllllllluII' "uld _LY.YJi
AMOUNT
1,515.00
025.00
1,G3G.50
9,734.94
Allu,"oy hus 9 734
, .91
I'ullllly [IIOlIIl'lIuII
C111hllUII' 1I0lullUlllIo11'
AJJ,." ul CluhlluIII ul oot.dollt'. doullo
SII..I Aoo'.1I
lll,Cudo_
CUy _
~HuID
l'lul",lo ho. Iluyla\;ur ur tllll
MI.t.lIuII.OU. EIII""''''
r.uver\:ls llly//\uuuun \:1I1Y
. . .' .
/\curuJ.u (Uuml Fee)
/\cuulllILlny ~'eu_ (eu\;)
/\llver\:1alny, lJrun\; ur lu\;\;el:a 1'111:1: 1.L.1: lIewu
Lint Juui'l,ul
l~lllny Fee rur llllluL'1l;utll,:e 'l'ux IIU\;UI:II
lnvun\;ul:Y
ccounting riling (e'e
2nd Filing fee [or Inheritance 'l'ax HetuL'n
21id. lililct;ltory [ee
IUIAll^hu .111., 0" II". 'I, llocu"UululluIII
---'
1111I,ul. ."uc. Is "..dotl, 111..,1 "o,llIlullul.h.." .t .ulll' .1..,)
264.00
60.00
1,OGO.00
53.00
151.72
60.00
15.00
10.00
62.00
15.00
10.00
S 25,20.7.09
'"
COMMONWEAL TH OF PENlISYLVANIA
DEPARTMENT OF REVENUE
*'
,BUREAU OF INDIVIDUAL TAXES
IHlI(AITANC[ TAX DIVISION
DEPl. 1806Dl
HARRISBURG, PI 1,lll.0601
NOTICE OF INIIERITANCE TAK
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENI OF TAK
11f,'U'Ul" III.'"
STEPHEN J HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUt1BER
COUNTY
ACN
M
01-20-97
KLINGER
07-02-96
21 96-0564
CUMBERLAND
101
Allount R..Uhd
CUT ALONG THIS LINE
~
,-;;-c () 5-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS ~
PA 17013
-.,.-------------------------------
I . - -..
(
..--..-
- -- ~.,-......~.~ -~(~... .,~:.
K
.
.,
,
Cl.-v1. /. J
RECEIVED BY /~~. -"X'{'j,,'.Io1f./J/IJ
SIGNATU'E ( I .
" 'J'
~lAHY C. LIO I S ~ i',;(I/,I'} (it'. "1,
REGISTER OF WILLS' '
D NO, AA
146796 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OP REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
,.~
.1~IlQUI."'1
RECEIVED FROM:
fJ
ACN
ASSESSMENT r:t
CONTROL ...
NUMBER
AMOUNT
STEPHEN J HOGG ESQUIHE
19 5 HANOVER STREET
SUITE 101
CARLISLE, PA 17013
101
":l,cOr!.CC
ESTATE INFORMATION:
~ FILE NUMBER
g 21-1996-0564
r:t NAME OF DECEDENT IlAST)
1:1 KL I NGER MARY K
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN 406-05-7~27
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
. r
m TOTAL AMOUNT PAID
$5.252.22
PB
REMARKS
JOSEPH G PENDLETON
C/O STEPHEN J HOGG ESO
CHECK" 1321
SEAL
REGISTEI1 OF WilLS
-.- .
-P"~
-- . _ -. .---..,M-" _'''L~<v~.1:'
'OIDtll"":
11Yo'..211t.t".t1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
DN~ AA 185137
ACN
ASSESSMENT r;t
CONTROL ~
NUMBER
RECEIVED FROM:
&
AMOUNT
1
I
I
,
I
I
I
I
,
I
,
t- 'OlD "Uf
,
,
,
I
101
.~"o.~s
SiEPHEN J HOGG ESQUIRE
19 S HANOVER STREET
CARLISLE. PA 17013
ESTATE INfORMATION:
~ fiLE NUMBER
Y 21-1996-056/.
1:'1 NAME Of DECEDENT (LAST)
;I KLJ NGER MARY K
I] DATE Of PAYMENT
EI POSTMARK DATE
COUNTY
5SN 406-05-7527
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
fa TOTAL AMOUNT PAID
.590.53
PB
REMARKS
JOSEPH G PENDLETON
C/O SiEPHEN .I HOGG ESQUIRE
CHECK" /1
"
RECEIVED BY \, Ykit ( c. );:/...-(..-
" NA U W '
MARY C. LEI-II S /., ",j,v~
REGISTER OF WILLS
SEAL
REGISTER OF WILLS
-. - ._-- . - .- ~ ...- . -- --.
"."
.
-.---
.. -< . r"""""-
4.~..lcI.~..... 4'~ ..,.:...
r
,
,
IN-I"2!.I....'
146641 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.~
DNo.AA
RECEIVED FROM:
i
ACN
ASSESSMENT r;t
CONTROL iii
NUMBER
AMOUNT
HOGG BIEPHi:::N J
19 S HANOVi:::R STREn
SUITE 101
CARLISLE, PA 17013
Ivl
'j;),uOO.uv
'010 HUE ...
ESTATE INFORMATION,
~ FILE NUMBER
g 21-1996-0564
~ NAME OF DECEDENT (LAST)
!i;iI KLJ NGEH MARY K
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
BSN 1.06-05-7527
IFIRST) (MI)
CUMBERLAND
DATE OF DEATH
REMARKS
JOSEPH G PENDLETON
C/O STEPHEN J HOGG ESO
CHECK" 1316
m TOTAL AMOUNT PAID
$15,000.00
V2
SEAL
REGISnR OF WILLS
.~' ,,' /, ....." ,
RECEIVED BY '/JA'-I.. / .,.'.\ J:......d-'/. : / ,
1 SIGN"fUR~ .. I,.,
~ \,l", ,'".' ,'. ,J,I./
M?\RY C. LEWIS ~... ,', r
HEGISTER OF WILLS
- .
--- -
-- I V-~""""-
. -..~--...~.~ F'.~ r "'1-~.~
-..' ..
COW.10NWIAt III 01 JlUH~5YIVANlA
nll'AIHMnH 01 Il[VI NUl
(JunEAU OF INDIVIDUAL TAXES
DlYT ;'HllfJOI
llAIHIISlllH1G. P,\ 1 !12HOf,Ol
*~'
~
-. .
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. AA 24 24 8 4
B[V.1I62 EX 111.96)
RECEIVED FROM:
r-
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
STEPHEN J HOGG ESQUIRE
19 5 HANOVER STREET
SUITE 101
CARLISLE. PA 17013
101
"'4,171 1,0;
HKDtiHlr
ESTATE tNFORMATlON:
FILE NUMD[A
21-1996-0564
ra.n HERE -
S5N 406-05-7527
NAME OF DECEDENT ILASTI
KLINGER MARY K
IFIASTI
IMII
DATE OF PAYMENT
11/21/1997
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
OATE or DEAlt.
7/02/1996
REMARKSJOSEPH G P
C/O STEPHEN
SEArHECKII 3550
TOTAL AMOUNT PAID
$4, 171 .65
J HOGG ESOUIRE
vz.
RECEIVED BY j//"-I ,'-. /'/("';/ II'",
MARY C. LEW,J 5 . i/ f.z..
REGIS,!"ER Or: WILLS /'/',1./'11 /yJ/;
'-
; It; ril \.
..\.;
_..._~---_..-._._-_..-- .... .._---~
.".. -... _.. h.._ _,. _.. .__.
. -~. -- -- - - - - - ----..-
. '
'-
.. - .........~......,.....
-.-..........A..-. 4--.ur .'1:.
I .~. " . ~ - /
{..I I,.'
BUREAU Of INDIVIDUAL lAXES
IHllfAI1AHCI lAII IJlvlt;I11N
DlPl. ~aOhOI
IlAMAISIIUMG, I" 1/1:8 ohOl
COHHONWEA~TH OF PENNSY~VANIA
DEPARTHENT OF REVENUE
~~~J1!L
'"1it.l~~
"
NOIlCE Of INIURITAHCE lAX
APPRAlSlHEHT, ALLOWANCE OR DISAlLOWANC[
Of DLDUCTIONS AND ASSESSMENt Of TAX
II. ,hI II IH l~'-'"
STEPHEN J HOGG Esa
STE 101
19 S HANOVER ST
CAR~ISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FI~E NUHBER
COUNTY
ACN
01-20-97
KLlIlGER
07-02-96
21 96-056"
CUMBERLAIlD
101
H
K
-A~~t--h~lt t;d.--------.
l~~'-' _._~__"'..::_..~,~-c, I
,
-'
HAKE CHECK PAYAB~E AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT A~ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-iv:isirj-Ex--AFii-iiif:9&i--NOificE--oF-i-NHER-iTAiicE-r-Ax-iipPRiiisEi1ENT~--ALi:OWAiicE-O-R-----------------
DISA~LOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF KLINGER M K FILE NO. 21 96-0564 ACN 101 DATE 01-20-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. bal Elt.t. (Schedule A) 111
2. Stocks and Bonds (Schedule 8) (2)
3. Clo.aly Hdd stock/Partnership Inte..e.t ISchedule C) (3)
4. "a.-tg.V.I/Hot.. Rac.ivable (Schedule DJ (41
5. Cash/Sank Deposits/Hisc. Personal Property (Schedule E) 151
b. Jointly Owned Property (Schedule f) Cb)
7. Transfers (Schedule G) (7)
8. Total Asseh
CHANGED
NOTE: To insure proper
credit to your account,
subMit the upper portion
of this forn with your
tax paYMent.
.00
.00
.00
.00
169.873.30
.00
.00
lBl
169.873.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses ISchedule HI (91
10. Debts/Hortgave Liabilities/Liens (Schedule I) nO)
11. Total Deductions
12. Net Value of Tax Aeturn
13. Charitable/Goveronantal Bequests (Schedule J)
1~. Het Value of Estat. Subject to Tax
22.633.14
1.182.52
1111
1121
1131
1141
7~.8T~ 66
146.057.64
.00
146.057.64
If an assessment was issued previOUSlY, lines 14, lS and/or 1&, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSHENT OF TAX:
15. AMount of Lin. 14
1&. AMount of Line 14
17. AMount of Line 14
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
OB-20-96
10-01-96
NOTE:
at Spousal rate
taxable .t Linaal/Class A rate
taxable at Collateral/Cless 8 rat.
1151
11&1
1171
.00
.00
146.057.64
x .00=
X .06=
X .15=
.00
.00
21.908.65
21,90B.65
!lOI
RECEIPT
NUMBER
AA146641
AA146796
DISCOUNT 1.1
INTEREST (-I
789.47
276.43
15.000.00
5.252.22
AMOUNT PAID
PAYMENT MUST BE HADE BY 04-03-970.
I TOTAL TAX CREDIT i
'BALANCE OF TAX DUE
i INTEREST AND PEN.
TOTAL DUE
21.318.12
590.53
.00
590.53
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN 11. NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE
A REfUND. SIE REVERSE SIDE OF THIS fORM fOR INSTRUCTIONS. I
RUl'
ill
:,
YI Jf.l1 17 ;,~1 :(17
CI~,
Cum
..I!
~It\
RESERVATION: [Itat.. of decedant. dying on or belor. Oec..bar IZ, IqaZ -- If any future Int.r..t In the ..tat. I_ tra",f.rred
In POI....lon or enjoy..nt to Clall B Icollet.rall benellclarl.. of the dacedent afl.r the ..plr.tlon of Bny ..tate for
llf. or for ye.r., the Co..on~.allh hereby ..pr..sly r...rv.. the right to apprals. and a..... Iran.f.r Inherltanca fa...
at the lawful Clal, B leol1al.ra1) rat. on any such future Int.r..t.
PURPOSE OF
NOflCE:
To fulfill the requlr...nts of Section ll"O of the Inharltanc;e and [stille hilI Act, Act lZ of 11)9). Il P.S.
Sect Ion Z140.
PAYHENh
Detach the top portion of thl, Hotlc. and subalt with your pay..nt to the Aeglster of Will, printed on the reV8rs. sid..
--Hak. ch.ck or .on8Y ord8r payab18 tOI REGISTER OF MILLS, AGENT
All pay.ent. r8ceiv8d shall first b8 appl18d to any Inl8f81t which .ay b8 dU8 with any r..alnd8r BPpl18d to th8 tax.
REFUND (CRt:
A r.fund of II tax cr8dlt, which wal not r8qu81t8d on Ih8 lax R8turn, .ay b. r.qu.st8d by co.p18tlng an -APplication
for R.fund of P8nnsylvania Inh8rltanc8 and Eltat. Tax- IREV-llll). Application. ar8 avallabl8 at the Office
of the Regl.t8r of Will.. any of the Zl RaV8nue District Offic... or by calling Ih. .paclal Z4-hour
anlwerlng .ervlce nu.ber. for for.s ordering: In Penn.ylvanla I.BOO-36Z.Z0~0. out.lde Penn.ylvanla and
within local Harrl.burg area (1171 7B7-B094, TOO. 11171 77Z-ZZS2 (Hearing I_paired Only).
OBJECTIONS:
Any party in Int.r..t not .atl.flod with the appral....nt. allowance or dlsallowanc. of d.ductlon., or a.......nt
of tax (Including di.count or Int8reltl a. shown on this Notice .u.t Object within .Ixty (60) day. of rec.lpt of
this Notice by:
uwrltt8n protest to the PA O.part.ent of AIIIV.IlUIII. BOllrd of Applllals, D8pI. 281021, tlarrlsburg, PA 11128-1021, OR
...llllctlon to have the .attlllr dllltlllr.lnllld at audit of thlll account of the p.r.onal r.pr.'lIIntativ.. OR
--app.al to the Orphan.' Court.
ADHIN
ISTRUIVE
CORRECTIONS:
Factual .rrorl dl,covlllr.d on thl. al......nt should bill addr....d in writing to: PA Dlllpart..nt of R.v.nu.,
Bur.au of Individual ra..., ATTN: Po.t Au.....nt AlIVllllw Unit. n.pt. :80601. Itarrl'burg, ~A 171za.0601
Phon. (1111 la1.6~OS. S.. page S of Ih. bookl.t "In.tructlon. for Inh.ritanc. Tax R.lurn for a R..ld.nt
n.c.d.nt" (REV-l~OII for an IIIxplanation of Ild.lnl.tratlvlllly corr.ctabl. .rror..
DISCOUNT:
If any tax due I. paid within thr.1II (3) calendar .onth. aft.r Ih. dec.dlllnt'. d.ath, a flv. p.rc.nt IS~) dl.count of
the tex paid i. allow.d.
PENAltY:
Th. IS~ tax Ilan..ty non-participation p.nalty I. co.pul.d on the total of the tax and Int.r..t a......d. and not
paid b.fore January la. 1996. the flr.t day aftor Ih. end of the tax n.no.ty p.rlod. Thi. non-participation
p.nalty I. app.alabl. In thlll sa.. .annlllr and in thlll the .a.. tl.. Plllrlod a. you would appoal the la. IInd Int.r..t
that has bo.n as..s..d a. Indlcatod on thl. notlc..
INTEREST:
Intor.lt I. charg.d b.glnnlng with first day of d.llnqulllncy. or nln. 191 _onth. and one (ll day froe the date of
death, 10 the date of pay.ont. la.e. which b~ca.. dellnqu.nt b.forlll January 1. 1982 b.ar Int.r.lt at Ih. rat. of
six (6~) porc.nt p.r nnnu. calculat.d at a daily ratlll of .000164. All taNos which b.ca.. delinquent on and after
January 1. 1982 will b.ar Interest at a rat. which will vary fro. calondar Y8ar to calendar YOllr with that rat.
announc.d by tho PA Dlllpart.ont of Revonue. Ih. nppllcable Intorlll.t ratllls for 1982 through 1991 ar.:
~ Intlllrelt Rat. DlIlly Int.r..t Fnctar !!!!' Inter.st Allie DlIlly Inl.r..t Fllctor
1981 20~ .00054a 19a1 "' .000241
1981 Ibi: .000438 I'IlIa.1991 117. .000301
19114 117. .000301 199Z 9i: .000241
1985 Ui: .0003!16 1993-1994 Ii: .000192
1986 10i: .000274 1995-1991 .. .000l41
-.Inllllrllllt i. calculated as follow.:
INTEREST = BALANCE or TAX UNPAID X NUMBER or DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlce Issued after the tax beco..s d.llnqu.nt will rlllfllllct an intor..t calculation to flfte.n (IS) day.
b.yond Ihlll date of the as...s.ent. If pay.ont Is .ad. nftor the intoro.t ca.putatlon date shown on the
Notice, additional Int.r..t _Ult b. calculatod.
1_'0/6-- /
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(".---
*'
BUREAU OF INDIVIDUAL TAXES
....:AIlAN([ tU OlVl510N
D(Pt. 21D6D1
ItARAtSlURQ, PI UI1I-0UI
STEPHEN J HDGG Esa
STE 101
19 S HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
.n.uIP" ".IIf....
02-24-97
KLINGER
07-02-96
21 96-0564
CUMBERLAND
101
M
K
A_aunt R..ltt.d
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUMBERL~ND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To inlure proper credit to your account, sub_it the upper portton of this for. with your taM pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-iy:i&O-j-Eif.AFfi-ii1i:9&i---.--....--iNttERIifANcif-TAif-sriifEHifNT-CiF-Ac:couiif--.-..------------.--.--.--
ESTATE OF KLINGER H K FILE NO. 21 96-0564 ACN 101 DATE 02-24-97
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF TNE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT. 01-13-97
PRINCIPAL TAX DUE: .,--~------
.._--~-_..__.. . ...... ---. ..-...._------_.__...~--
PAVMENTS (TAX CREDITS):
PAVMENT
DATE
08-20-96
10-01-96
02-04-97
RECEIPT
NUMBER
AA146641
AA146796
AA185137
DISCOUNT (+)
INTEREST (-)
789.47
276.43
.00
""
,-
r.-;
21. 908.65
AMOUNT PAID
15,000.00
5,252.22
590.53
TOTAL TAX CREDIT
.00
21,908.65
,:;2 ~-
:.;; -)
UU
BALANCE OF TAX DUE
INTEREST AND PEN.
.00
:.-\
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS FORH FOR INSTRUCTIONS. I
TOTAL DUE
.00
PAYMENT I
DetlKh the top portion 0' thh Notlc. Bnd .ub_1t ..lth your pue."t elde Plyabl. to thtl n.- Bnd Itddr...
printed on the rlvlr.e tide.
If RESIDENT DECEDENT .ak. check or HMV ordu plyabl. tOI REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT lak. chick or IOMY ord.r pavabll tOI CO""ONWEALTH OF PENNSYLVANIA.
All p.Yalntt received .h.11 be applied flr.t to any Intlr..t which .IY b. due with any r...lnder 89plled to the tlX.
REFUND (CA)) A r.fund of e tlX credit, which .... not r~.ted on the hx Return, .IY be nqullted by cHIII.Uno an
"Application for Ra'und of P~.ylv,"11 Inherltanc. end E.tate Tlx" CREVallI1). Application. .r. av.lllble It
the O'flc. 0' the Regl.ter of Will" any of the Zl A.venue DI.trlct Dfflc.. or froe thtl o.plrt-.nt"l Z4ahour
an....rlng ..rvlc. ~er. 'or for.. ord.-Ing: In Pennnlvanll l-aOO'lU'Z050, outsld. p~.ylvanl.
Bnd within locel Hlrrl.burg ar.. (111) 131-8094, TOOl (711) 77Z'ZZ5Z (H..rlng lapllred only).
REPLY TDI OUe.tlon. r.glrdlng .rror. contllnld on thl. notlc. .hould be addr....d tOI PA Depart,ent 0' Rev~, Bureau
of Indlvldull Tex.., ATTN: Po.t A......lnt R.vl... unit, D.pt. Za0601, HarriSburg, PA 17IZa.0601, phone
(7171 111'6505.
DISCOUNT I
If any tax due 1. p.ld within thr.. (5) c.lendar .onth. a't.r the d.c.d.nt". d'lth, a flv. plrcent (5~) dl.count
0' the tax p.ld I. Illowed.
PENALTYr
The 15~ t.. .-n..ty non'partlclpltlon p.n.lty I. coeput.d on the tot.1 of the tl. and Int.r..t .......d, and not
p.ld b.for. Jenuary la, 1996, the flr.t dav .ft.r the ~ of the tax &lnl.ty p.rlod.
INTEREST:
Int.r..t I. charg.d beginning with flr.t dey 01 d.llnquency, or nine (9) aonthl and one (1) dlY Ira. thl dati of
de.th, to the dati of paYI."t. Ta... which b.c..e delinquent blfor. January 1, 1'8Z b.ar Int.rl.t It thl rete 0'
.1. (6~) Plrc.nt p.r ~ c.lculatld at a d.lly rete of .000164. All te... which blc... d.llnquent on end .ft.r
Janu.ry I, 198Z ..Ill b..r Inter..t at a r.t. which will vary fro. cal.nder y..r to cllend.r y.er with th.t rete
announcld by the PA alpert,ent of Rlvenu.. Th. appllcabl. Int.r..t ret.. for 198Z through 1997 er.t
V..r
Int.r..t Aet. DillY Int.r..t ractor
Vear
Intultt R.t.
Deily Int.r..t factor
198Z 20X .000548 1981 9X .OOOZ41
1981 lOX .000458 1988.1991 ll~ .000501
1984 ll~ .000101 199Z 9X .ODOZU
1985 U~ .000156 1991-1994 ]X .00019Z
1986 lOX .000Z74 1995'1997 9X .OOOZU
-alntullt I. calculltld a. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'-Any Notlc. I"uld .ft.r the 'e. baeo... d.llnquent will r.fl.ct an Int.r..t calculation to flltlen CIS) day.
b.yond thl date of the .......ent. If paY8ent I. aad. .ftar the Int.r..t COl9Utatlon det. .hown on the
Notice, additional Inhr..t .u.t b. ulculatect.
I') //'1' /
BUREAU Of INDIVIDUAL TAXES
IHlllNIIANCL Ull. DIVI510N
DlPI. 180ttOl
IIARRISlURG, PI lIUS-OltOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
l/
;*
K
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEiFis4TE"X-AFii-io'9"=97Y"NOificE--OF--iNHER-iTAiicE-YAX-iipPRiiisEHENT-,--m.-OWAiicE-ORu--------m----
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
M K FILE NO. 21 96-0564 ACN 101
NOIlCE Of INIIERITAHCE TAX
APPRAISE"ENT, ALLOWANCE DR DISALLOWANCE
Of DEDUCTIONS AND ASSESS"ENT Of TAX
STEPHEN J HOGG Esa
STE 101
19 S HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-10-97
KLINGER
07-02-96
21 96-056'.
CUMBERLAND
101
Anount Remitted
ESTATE OF KLINGER
Il,.n~' III" .n."1
M
I X) CNANGED
SEE ATTACHED
DATE
11-10-97
NOTICE
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rat. (15)
16. Anou"t of Lina 14 taxable at line.I/Class A rat. (16)
17. Anount of Line 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAY"ENT
DATE
08-20-96
10-01-96
02-04-97
TAX RETURN WAS: 1 I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R..I Est.t. (Schedule AJ 11)
2. stocks and Bonds ISchedule OJ (2)
3. Closely Held stock/Partnership Interest ISchedule CI (3)
4. Hortg.gas/Notes Receivabl. (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) IS)
6. Jointly Owned Property (Schedule FJ (6)
7. Transfers (Schedule GJ (7J
8. Total Assets
NO. 01
.00
24.843.39
.00
.00
4.805.95
.00
.00
IBl
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses ISchedule HJ
10. Oebts/Hortgage liabilities/Liens ISchedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Ch.rit.ble/GoYern~.ntal aequests; Non.elected 9113 Trusts
14. Net Value of Estate Subject to Tax
2,573.95
802.45
Ill!
1121
1131
1141
191
110)
ISchedule JJ
NOTE:
.00 X .00=
.00 X .06=
112.330.58 X .15=
1181
RECEIPT
NUHBER
AA146641
AA146796
AA185137
DISCOUNT It)
INTEREST/PEN PAID I-I
7B9.47
276.43
.00
15,000.00
5,252.22
590.53
A"DUNT PAID
INTEREST IS CHARGED THROUGH 11-25-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this for~ with your
tax pay"ent.
29,649.34
~.~76 40
26,212.94
.00
172,330.5B
will
.00
.00
25,849.60
25,649.60
21, 908.65
3,940.95
230.70
4,171.65
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
1 IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS fORH FOR INSTRUCTIONS. I
RESERYATION: Estates of decedents dying on or before Oece.ber 12, 1982 .. If any future Interest In the estate Is transferred
In possesllon or enjoy.ent to Class B Icollateral) ~'Iclarles of the decedent after the e.piratlon 0' any estate 'or
life or for years, the Coe.onwealth hereby ..pressly r..erve. the right to appral.. and a.sess trans'er Inheritance Tax..
at the law'ul Class B Icallateral) rate on any such 'utur. Inter..t.
PURPOSE OF
NOTICE I
To fulfill the requlr..ents of Section 21~0 of the Inh.rltanca and Estat. Tax Act, Act 21 0' 1995. (72 P.S.
Sactlon 9140).
PAYHENT:
Datach tha top portion 0' this Notica and subelt with your pay.ant to the Register 0' Will. prlntad on the reverse side.
uHake check or .oney ordar payable to: REGISTER OF MILLS, AGENT
REFUND (CR)I
A r.fund of a tax cradlt, which was nDt raquasted on tha Tax Return, .ay be requasted by cD.pletlng an "Application
for Refund of Pann.ylvanla Inheritance and Estate Tax" IREY-1515). Applications are availabl. at the Dfflc.
of the Ragl.tar 0' willi, any of the 25 Ravanue Ol.trlct Officas, or by calling the special 24-hour
answering .ervlce nu.ber. for for.s ordarlng: In PennsylvanIa 1-800-362-2050, outsld. Pennsylvania and
within local Harrisburg aru (717) 181'8094, TOOt (117) 112-2ZS2 Hlearing "paired Only).
OBJECTIONS: Any party In Interest not satlsfl.d with tha appralseeant, allowance or disallowanc. of deductions, or asses..ent
0' tax (Including discount or lnterast) a. shown on this Hot Ice eu.t Object within sixty (60) days of racelpt of
this No tic. by:
..wrltten prota.t to the PA napart.ent of Revenue, Board of Appeal., nept. Z81021, Harrl.burg, PA
--election to have the aatter deteralned at audit of the account of the personal repre.entatlve,
--appeal to the Orphans. Court.
11128-1021,
OR
DR
ADHIN
ISTRATlYE
CORRECTIONS:
Factual error. dl.covered on this assess.ent should be addressed In writing tal PA nepart.ant of Revenue,
Bureau of Individual Tan., ATTlh Post Auu..ant Revlaw Unit, Dept. 2B0601, Harrisburg, PA 17128-0601
Phone (717) 781'650S. See page S of the booklet -Instructions fDr Inherltanc. Tax Return for a Resld.nt
nec.d.nt" (AEY.lSOI) for an .xplanatlon of ad.lnl.tratlvely correctable .rror..
DISCOUNT I
If any tax due I. paid within thr.e (3) calendar .onths aftar the daced.nto. d.ath, a five p.rcent (5~) discount of
tha tax paid Is allow.d.
PENAL TV:
The 15~ tax a.n..ty non-participation ponalty I. coaput.d on the total of tho tax and Int.r..t a.s....d, and not
paid bafor. January 18, 1996, thl first day after the .nd of the tax aane.ty p.riod. This non-participation
p.nalty Is app.alabl. In tho saa. eann.r and In the the saa. tia. periOd a. you would app.al the tax end Intero.t
that ha. b..n a....s.d .. indicated on this notice.
INTEREST:
Int.ro.t I. charg.d b.glnnlng with first day of dellnqulncy, or nlna (9. .onth. and one (I) day fro. the date of
doath, to the dati of pava.nt. Tax.. which b.cao. dellnqu.nt b.for. January I, 1982 baar Inter.st at tho rata of
.Ix (6Z) p.rcent per annu. calculated nt a dally rate of .00016~. All ta... which b.caa. delinquent on and after
January I, 1982 will baar Int.re.t at a rato which will vary fro_ calendar y.ar to cal.ndar year with that rale
announced by the PA nopart.ent of Revenua. Th. appllcabl. inter..t rat.. for 1982 through i991 ar.:
'!!!! Intorast Rata Dallv Intor..t Factor ~ Intera.t Rat. 01111'1 Intarlst Factor
1982 zaz .000548 1981 .. .000247
1983 16~ .0ao~38 1988-1991 l1Z .000301
19B~ 11~ .000301 ,.., .. .000247
1985 In .000356 1993.1994 n .000192
1986 In .00027~ 1995-1991 .. .000247
ulnt.rnt Is calculated .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice Issu.d aftar tho tax b.co.a. delinquent will r.fl.ct an Int.ro.t calculation to fifteen (151 day.
beyond the dati of tho asse.s..nt. If pay..nt I. .ad. aft.r the Int.r.st coaputatlon data shown on the
Notice, additional internt aust b. calculated.
NV.UfOUtNl,
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXEB
DEPT. 280001
HARRISBURG PA 17128.0001
OECEDENrS NAME
FilE NUMBER
21.96-0564
101
M. Kathryn Klinger
ACN
REVIEWED BY
Deborah Washington
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
Accepted additional assets and debts.
ROW
Page 1
11-10-97
KLIUGER
07-02-96
21 96-056'.
CUMBERLMlD
101
E: _.A~~unl R~nll Iod =1
HAilE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v=is'4j-Ex"AF""p"-fo9-:97-)uNO'T-IcE '.OF .iNHEififAifcE" lA'X" A-PPRA-iSEtfENT~" "Ali"oWA',.fCE "'OR . ............. -......-..--..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
M K FILE NO. 21 96-0564 ACN 101
COMHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TA~ES
1"IKA1TANeE fA. DiViSION
Of:PT. lID601
IIAR"ISIUAG, Pi Il1U'0601
NOTICE Of IHIIERITAHCE TAX
ArrRAISE"LNr, ALLOWANCe OR DISALLOWANCE
Of DEDUCTIONS AND ASSESS"ENT Of TAX
STEPHEN J HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMOER
COUNTY
ACN
PA 17013
ESTATE OF KLINGER
TA~ RETURH WAS:
I XI CNANGED
1 ACCEPTED AS fiLED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMEIHAL RETURU
1. R..I Est.t. (Schedule AI III
2. Stocks and Bonds (Schedule OJ (2)
3. Closely Hald stock/Partnership Intorest ISchedul. C) (3)
4. Horta.gas/Not.. Receivable ISchedule OJ 141
5. Cash/Bank Deposits/Hisc. Parsonal Property {Schodule EJ 151
6. Jointly Owned Property ISchedul. fJ (61
7. Transfers (Schedul. GJ (7)
8. Total Assat.
UO. 01
.00
24 ,843.39
.00
.00
'..805.95
.00
.00
181
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. FunarI! Expanus/Ad". Costs/Hisc. Expenul ISchedulo It)
10. Dabts/Hortgaga Liabilities/Liens (Schedule J)
11. Tob1 Deductions
12. Net Velue of Tax R.turn
13. Charitable/Governnantal Bequests; Hon.elected 9113 Trust. (Schedule J)
14. Net Value of Estat. Subject to TaK
(91
1101
2,573.95
802.45
1111
1121
1131
1141
I~ ~n asses$mer.t was
reflect figures that
ASSESSHENT OF TAX:
15. Anount of Line 14
16. Anount of Line 14
17. Anount of Line 14
18. Principal TaK Due
NOTE:
~~
I~'
11'.1'" 11.1" lit'"
H
K
SEE
DATE
ATTACIlED
11-10-97
NOTICE
tIOTE: To insure propel"
credit to your account,
subnit the upper portion
of this forn with your
taK paynent.
29,649.34
3.376 '.0
26,212.9"
.00
112,330.58
iSSUDd previnusly, li~e. 14. 15 an~/or 16, 17 and 1& will
include tho total of ALL returns assessed to date.
rat. (15)
lineal/Class A rat. (16)
Collateral/Class Brat. (17)
.00 ~ .00=
. 00 ~. 06=
112,330.5B ~ .15=
1181
at Spousal
taKable at
taKable at
TAX CREDITS:
PAY"ENT
DATE
08-20-96
10-01-96
02-04-97
RECEIPT
NU"BER
AA146641
AA146796
AA185137
DISCOUNT 1'1
INTEREST/PEN PAID I-I
7B9.l,7
276.43
.00
A"OUNT PAID
15,000.00
5,252.22
590.53
INTEREST IS CHARGED THROUGIl 11-25-97
AT THE RATES APPLICABLE AS OUTLINED ON TIlE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL IHTEREST.
.00
.00
25.B49.60
25,8'.9.60
21.908.65
3,940.95
230.70
4,171.65
IF TOTAL DUE IS LESS TItAN n, NO PAY"EIIT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRl, YOU "AY BE DUE
A REfUND. SEE REVERSE SIDE OF Tins fOR" fOR INSTRUCTlOHS.1
PAV"ENTI
D.tach the top portion of thll Notice and lub.lt with your pay..nt ..d. payable to th. na.. .nd addr.ss
printed on the rev.rse .Id..
11 RESIDENT DECEDENT .ake check or .oney order PIIYllbl. to: REGISTER OF WILLS, AGENT"
11 NON-RESIDENT DECEDENT .ak. chack or .on.y ordar payable to: COMMONWEALTH OF PENNSVLVANIA.
REfUND t(R)1 A r.fund of . taM credit, which was not requ..ted on the T.M Return. .ay b. reque.ted by co.pletlng an
"Application for Refund of P.nn.ylvanl. Inn.rltance and E.tate TaM" (REV-1313). Application. ar. available at
the Office of the Regl.t.r of Wills. any of the Z3 R.venu. Dlstr!ct Dfflc.. or fro. the D.part..nt"s 24-hour
answ.rlng s.rvlc. nu.b.r. for for.. ordering: In Penn.ylvanla 1-800-3~Z-ZOSO, out.lde Penn.ylvanla
and within local Harrl.burg ar.. el111 187-8094, TOO' (7171 112-2Z52 tH..rlng I.palred only).
REPLY TOI
au..tlon. r.g.rdlng .rrors contaln.d on thl. notice should be .ddr....d to: PA O.p.rt..nt of R.v.nu., Bur..u
of Indlvldu.1 Ta.... ATTNI Post A.......nt R.vlew Unit, D.pt. Z80601, Harrisburg, PA 17IZ8'0601, phon.
(7111 181-6505.
DISCOUNT:
If any taM due is p.ld within thr.. (3) c.l.ndar .onths aft.r the d.c.d.nt'. de.th, a five p.rc.nt (S~I dl.count
of the taM paid I. allow.d.
PENALlY:
The 15% t.. ..n..ty non'p.rtlcipation pen.lty I. co.puted on the total of the t.. and Int.r..t .s.....d. and not
paid b.for. J.nuary 18, 1996. the first d.y after the end of the tax a.n..ty p.rlod.
INTEREST:
Int.r..t I. ch.rg.d beginning with flr.t d.y of d.llnqu.ncy. or nln. (9) aonth. and on. (1) day froe the date of
d.ath. to the date of pay..nt. T.... which b.ca.. dellnqu.nt b.fore Janu.ry 1. 198Z b..r Int.rast .t the rat. of
.1. (6%1 p.rc.nt per annu. calculat.d at a dally rate of .000164. All ta... which b.ca.. d.llnquent on and aftar
January I, 198Z will b.ar int.re.t at . rat. which will vary fro. cal.ndar y.ar to c.lendar y..r with that rat.
.nnounc.d by the PA Dep.rt..nt of Revenue. The appllc.ble int.re.t rates for 198Z through 1998 ar.:
Ve.r
Interest Rate Dally Interast ractor
Vear
Inter..t Rate
Dally Int.re.t factor
198Z ZO~ .000S48 1981 "' .000Zlt1
1985 16% .0004Jft 1988-1991 11% .oonol
1981t IU .ooonl 1992 'Z .000Z47
1985 n% .000JS6 199J-I994 'Z .00019Z
1986 10:< .OODU4 1995-1998 'Z .OOOZU
ulntenst Is c.lcul.t.d .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-'Any Notice 1.lued .fter the ta. beco.e. delinquent will reflect an Inter..t calculation to flfte.n (151 day.
b.yond th. date of the ........nt. If pay..nt I. ead. aft.r the int.re.t coeput.tlon date shown on th.
Notlc.. addltlonl!ll Int.rut .ust b. ulculated.
PAYHENT I
Detach the top portion of thl, Hotlce and ,ub.lt with your pay..nt .ade pavable to the na.. and addr...
printed an the r.v.r.. ,Id..
If RESIDENT DECEDENT .ak. check or ..on.y ord.r payable to: REGISTER OF WILLS, AGENT.
If HOH-RESIDENT DECEDENT .ake check or .oney ord.r payable to: COt1HONWEALTH Of PENNSVLVANIA.
REfUND eCR): A r.fund 0' . tax cr.dlt, which was not reque.ted on the 'ax R.turn, .ay be reque.t.d by co.pletlng an
RAppllcatlon 'or R.'und of Penn.ylvanla Inheritance and E.tat. TaxR (REV-1311). Application. .re available at
the O"lc. a' the Regl.t.r of Will., any of the 21 Rlvenue DI,(rlct OffiCI' or 'roe the Depart.ent.. Z4-hour
an.werlng ,.rvlce nuab.r. for for., ord.rlng: In P.nn,ylvanla l-aOa-36Z-20S0, out. Ide Penn.ylvlnla
and within local Harrisburg area (717) 787-8094, TOO' (717) 77Z-ZZ5Z Ut.arlng I.palred only).
REPLY TO:
Que.tlon, r.gardlng .rror. contained on thl. not Ie. .hauld b. addre...d to: PA Depart..nt of R.v.nu., Burlau
of Individual Tax.., ATTH: po.t A.......nt R.vlew Unit, Dept. Z60601. Harrl.burg. PA 17IZa-0601, phon.
(717) 167-6505.
DISCOUNT:
If any tax due I. paid within thr.e (3) calendar .onth. aft.r the d.c.d.nt'. d.ath, a flv. p.rc.nt e5X) dl.count
of the tax paid I. allow.d.
PENALTY:
Th. 15~ tax a.n..ty non-participation p.nalty I. co.puted an the tot.l of the tax and lnt.r..t a.....ed. and not
paid b.for. January la, 1996. the flr.t day after the .nd of the tax a.n..ty p.rlod.
IHTEREST:
Intere.t I. charged beginning with flr.t day of delinquency. or nln. (,) .anth. and on. el) day 'r08 the data of
d.ath, to the data of pay..nt. Taxe. which beca.e dellnqu.nt b.for. January I, 196Z b.ar Int.r..t It the rate of
.Ix (6~) perc.nt p.r annu. calculated at a dally rat. of .00016\. All ta_e. which b.ca.. delinquent on and .ft.r
January 1. 198Z will blar Intere.t at a rate which will vary fro. cal.ndar year to calendar y.ar with that r.te
announc.d by the PA Oepart..nt of Revenue. The appllcabl. Int.r..t rate. for 198Z through 1998 .r.:
V.ar Int.r..t Rat. Dally Int.r..t Factor
V.ar
Inter..t Rate
Dally Inter..t factor
1982 ZU .000548 1987 .~ .OaaZlt7
1983 16~ .000438 1938-1991 11:C .000301
1984 IU .000301 1992 .~ .00aZ1i7
1985 11:C .000356 1993-1994 n .aOa19Z
1986 la~ .000274 1995-1998 .~ .DaOZ1i7
"Int.n.t II calculat.d .. follows:
INTEREST = BALANCE OF TAX UNPAID X HU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice Issu.d aft.r the tax b.Co." dellnqu.nt will r.flect an Int.,..t ulculatlon to flft..n (5) dan
b.yond the date of the a......ent. If pay..nt I. .ad. aft.r the Int.r..t co.putatlon date .hown on thl
Hotlc., additional Int.r..t .u,t b. calculated.
llO'l'lCE OF B1WEI'ICIAL, IN'I'ERES'I' IN ES'I'A'I'I';
-----~- ---~--
UEFUHE 'I'll r,EGIS'I'EH OF WI(,(,S, COUN1'Y OF _t:~I~~)!:_~!!lIH1, PENNSYLVANIA
In rQ Estilte u[
r.li..Lt:..y_K~.JUillY~
, deceased,
110. U056J
of 19%
----
24U6 2n<1 Av('nue, 'l'elTc lI<1l1t(', J,"Uann 478U7
____ (beneficiary)
(address)
'1'0 I J oSCpIL!l.__~l:cllllle~LulL
-~--_.._----------_._.._---------------
Please tako notit:c of tho lh!ath u[ deceu/Jnt illld the grant of
1(,l.tun; to the pel:sunal rel'resentativp.(s) named below. You may have
a IJene[iciill inteJ:est in the estate as [allows:
(if adult-Ional space is needed, use bilck of page)
Lilst known address
1.1;u:yJu_KliJ1YCO ,-
108 Mny Ilrive, Apt ff3, Cnlllp lIill, Pa
--------------
lIame of deccuenL
of decr:!df~lIt.
..." ------------ .-.--------------.
Date o[ deatil
J !.l1y_2..,--L9_%
Place of ueath__ '.Iol-y 5pirit-1.!ill;~!iL,1. Camp 11;11, p"
County of grant of origin~l letters
llecedent uled
t~~tat..~
X intestate.
A copy o[ the wU I
is X is not attacl.ed.
Nllme(s), addresB(es) ilnu telephone number(s) o[ all personal
representatives appointed
Name
Address
Telephone
__....?J;!'.u!JlliL..J..,_lJ~I_U<JJ_-'::.~;!lu1-[Q-- .~.JL.___lIan()vcl' 5t, en rl is1 C Pn ~~ ~Z~698
----.-----.-----
RRGlSTEIt 01' WII,I,S OP CUMURltLAIIU COUIITY
RRI'OltT 01' STATUS OP AUMIIIISTRA'11011
(Por Itcsident llece<Jents Ilylng After July J. 19B.)
I(STATE 110. 21-%- ()r)~:L
Name of Deeedellt: ~1. Kathryn K Ii IHler
...._._ h..._._..__ __.
Social Security ,\eeoullt so.:~~~_-0r;:2~_27_n
Oa te of OeD th:
07/02/96
Name of Personal Hepresenlative(s):
Joseph G. Pendleton
Capacity
(check one)
Administrator c.l,a.
Administrator d.b.n.
Executor
Administrator
x
Is the Bdministration of the estut'! complete'!
Yes
x
No
If "yes", how WBS the Ddroinistrutio'l elided'! (check one)
By court accounting X
Ry account stHted to parties In interest
Did the purties relellse Ihe
persouul representutive?
Other (explain)
TOtBI Bmount paid .to dll te to creditors olld for funerul nnd
ndministr!ltiv~ {.'xpcnr.c
527,192.06
Tolal value of distributions to 1IIIIe 10 beneficiaries
SI46,275.70
If administration is not eoroplete. eslirollted value of Ilssets
still in administration
s
HOTE: This status report is due no later than the due date for filing the Pennsylvania
Inheritance Tax Return or, if no Inheritance Tux Return is required, nine (9) months
alter the date of death; if the admlnist~~t1on of the e.stDte has not been concluded,
a summary report shall be filed IIl1nually thereafter until the administration is complete.
I certify under pennlty of perjury l!lIlt the for~Goln{l )nfo,mlltioll is correct to the
best of my knowledge. illformlllloll IInd !Jelier. . ' / /'
OBte: rl/~ ,19 /" . / ( / //-r..("
: -- --- --- I ' Personal I p. sentative
V. All ne for Estnte
This report must be signed by the pcrsorull reprc..sentative, or one of them when more
than one, or by counsel for the estall'.