HomeMy WebLinkAbout96-00570
PETITION FOR PROBATE and GRANT OF LETTERS
Estat. oJ Ilnlis H, Alderfer No. c:2 1- q t.. - 5 70
a/sa known os To:
Register of Wills for the
D'Clas,d, County of In the
Socia/ S,curlty No. 4UZ- 4Z- gJ 11 ,Commonw~alth of Pennsylvania
The petition of the undersigned respectfullY represenu that:
Your pelitioRet(I), who is/arc 18 ycara of age or older an the execu1 ors
in the lall will ofthe above decedent, dated ~eorua ry~1I f /,
and codleil(.) dated
-
ntfged
,19_
=
<stllO ralavAftt c:IrcnmSllJ\ctl. ...' nnunelltlon. dc.uh or executor. etc.)
Deccndent was domiciled It dcath In Cumber I and
~ er last family or principal residence at
'er. lanlCS urc
(Un ilreel, numbll and munolpallly)
County, Penns Ivanla. with
/1 I.. I Ilil/~
Deccndent,then 72 _ years of age, died Ju I V 13 ,19 96
~ '
Exeeptu folloWl, decedent did nOI marry, was not divorced and did not have a child born or adopted
aftcr execution of the will ofrered for probale; was not the victim of a kIllins and wa.s never adjudicated
incompetent:
Decendent at death owned properlY Wilh eSllmaled valueJ as followl:
(If domiciled In Pa.) All personal property
(If not domiciled In Pa,) Perianal property in Penmytvanla
(If nOI domiciled in Pa,) Personal properlY In CounlY
Value of real estate In Pennsylvania
situated as follows:
S/DC,Cr.C .:).~c. ceO
5
5
5
1'I,,'k ~
WHEREFORE. petitioner(l) respectfully rC(luest(s) the probate of the lasl will and codicil(s)
presented hcrewilh and the grant orteller5 I estamentarv
(lolllmcntIfY: odmln\Jtrlllnn 0,1,1,; admlnlllradon d,b,n.e,I,I,) .
theron,
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.-,:<;/ SvNII?jf (1f':-
~.....~.U"V'.J lJ"v "":).1((\ r."yo;
3ag!) HIll Church Road
Lebanon. PA 17046
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } as
COUNTY OF CUMBE~ALNU
The petitioner(s) above-named swear(s) or afflrm(l) that the statements In the foregoln, petition are
true and corrcetto the best of the knowledge and belief of pelltloncr(s) and that&! personal represen.
tatlve(s) of the above decedent petitloner(s) wl11 well and truly adminllter the cstate aceordln. to law.
~
Sworn to or affirmed and
before me this ---1..lJ tll
Ju
subscribed {
day of
Registor
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er-~'''!
/5'. II':,.... ;,'
WARNING: IT IS IllEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOOIlAPH.
COMMONWEAlHt or P[Nf,SVI 'VANI^
DEPARTMENT Of HEAL TU VITAL JllCOnO'i
lOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT, NO. 3160055
JUI.Y I~. lY96
D.I~ "I 1\-'.... .,~,.,.;~~{- ..-.-i,'~:~;:,,~,-
Name of Deceo,'nt
AHDIS
\'1.
AloDEHFER
Jo'.'
"'ll"
I ~.,
JULY 13, 1996
Sex
FEMALE
402-4;>-Bll1
Social Security No._______'.____'_____,
Dute of Death
Date of Birth
,1[11, Y 4, 1 92.4
Place of Death
WHITE
9(,4 RF:DWOOD
NAVMlIlE, KANSAS
Birthplace ______,. _.
IIfM 11, CLJMnF:IlLAND,
UPPER ALLEN TWI'.
.'('~" 'lV"
C.)",",_
r:!, ILw),,~~ l" <"""""'1'
Pennsylvania
Occupation
W 11101'1 Decedent's
Marital Status Mailing Address
JILL A. CIlIDF:\l
1I0MFMAKF:R/TEACIIER
. Armed Forces? (Yes or No)
964 REDWOOD ROAD, MEOIANICSBURG, I'A
NO
Race
~j,.,,,!.....
"',,'
C',""I'..n
$ ~ .,,,
Informant
Name and Address of
Funeral Establishment
Funeral Director
COCKLIN FllNP.flAL II0ME, 30 N.
J. LARRY COCKLIN, I'D
CHESTNUT ST., DlI,r.SBURG, PA 17019
Part I: Immediate Cause
LIVER METASTASES
(a)
,
----.,.- .-----
,
Interval Between
Onset and Death
4 MONTHS
(b).
(c)
(d)
Part II: Other Significant Conditions
ADENOCARCINOMA OF PANCHEAS
4 MONTHS
,~
,
,
--'-
Manner of Death:
Natural OX Homicide 0
Accident 0 Pending Investigation 0
Suicide 0 Could not be Determined 0
DeSCribe how injury occurred:
ROLAND fl. M,EXANDER, MD
Name and TItle of Certifier
Address
425 N. 21ST STHEET, CAMP II ILL , PA
(M.D" 0.0,. Coroner, M.E.)
17011
This is to certify that the information here given
death duly filed with me as Local Registrar. The
Vital Records Office for permanent filing.
is correclly copied from an original certificate of
original cert,licate will be forwarded to the Stete
,lULY 15, 1996
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BRINSER & WAGNER
...TTORNEYS....T.LAW
22 NORTH R"'I~ROAD STRI!:ET
P. O. SOX 323
PA~MYRA, PENNSY~VANIA 17078
(7171.!8~3~
21-96-570
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A. Fifty percent (50%) unlo Ihe Co-operative Minislries of Ihe
Brelhrenln Chrisl Church, Grantham, Pennsylvania, to be used as it sees besl;
B. Fifty percent (50%) unto Messiah Village, Granlham,
Pennsylvania, to be used in its Endowment Fund,
VI. I appoint my daughter, Jill A. Crider, and Keith D,Wngner, Esquire, Co-
Executors of this my Will. In the evenlllmlthey both fail to qualify or cease to act as
Executor, I appoint my son, Eric Ray Alderfer, Executor, in their place,
VII. I direct Ihat no bond be required of my fiduciaries for the faithful perfonnance
of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, ARDIS W. ALDERFER, herewith set my hand to this my
Last Will, typewritten on two (2) sheets of paper including the attestation clause and
signalllres of witnesses, this.:l o'ft, day of February , 1996,
Af;:,~.~~~~FE~
(SEAL)
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Signed by ARDIS W. ALDERFER, by her declared to be her Will in our presence,
who have hereunto subscribed our names as witnesses in her presence and at her request,
this .20'H. day of February, 1996,
3~ -.(/.( ~_
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residing at
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(OMMONWfAI1HO' "NNmVANtA (TO BE FILED IN DUPLICATE
Ol'A.'M(Nf O. II(VINU( 21
H..",fJ:b, ~~o1'!l,,0601 WITH REGISTER OF WILLS) C~UNIY COqE_
OIClDIN 'to NAMlltA!t . ',nl, .MID MIDOII tNlllAl1 [HlIVIU"!t (OMPIIII ADllUU
Alderfer Ardis W. 964 I-1essiah Vi Ilage
ioOCIAL UCUllIY HUM." IDAtlOiOi'Ai"---!OAII 011;0'11'-- r.lechan i cShurg, PA 17055
402-42-8311 7/13/96 7/4/24 c.,", Cumberland Counll
'" ..~/~'" '""'''"0 "'M" "~""" ,,,.. '''P ..,,,, ""'I''' loc..ilicu",,, "UMII' rAMOU'il'iiCi"Miliill """UC'''''''I
[] 1. Original Return [] 1. Supplemenlol Relurn 0:). Remainder R,'urn
('0' dOl.' 01 d.olh prior 10 12-13.B21
o 5. Fed.ral e.,o', lo... R.'urn Required
1
_B.
I(Y.ISOOU+ 17.9.'
21. If Line 18 is grealer than Line 19, .nlor the difference on line 21. This is ,he TAX DUE.
A. Enler Ihe inleunl on the balance duo on Line 21A.
B. Enler ,he tolal of line 21 and 21A on Line 218. This is the BALANCE DUE.
Malee Check Payabl. '01 R.gl...r of Willi, Ag.n'
BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<
Under penalties of perj ,I t:Ioclore Ihal I hove examined .his return, including otcomponying schedules and slalemenh, and 10 lhe besl of my knowledge and belief,
lilt Irue, corred on-d.('c 10le. I declare thai 011 real eslote has boen reporled ollrue marhl ...oluo. Docloration of preparer olhor than tho perianal r.presentative is
based on 011 informal" 01 w h preporer has ony howledge.
U'~21 fOil: Hum; tlf.TU.N AOOIU$ OAt(
~'I 1/ P.O. Box 323, Palmyra, P^ 17078 .;., 1/, ';7
OTH( ~ (raU(N'A'IV! AOO.U$ OAt(
P,O. Box 323, Palmyra, P^ 17078 ,/- /1 ' -/7
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.0. DATU O. OIATH A"IR 12/31191 CHICK HIRI
If A S'OUSAL
,OVIRTY C"OIT IS CLAIMIO 0
'ILI NUMBIR
'JG
YEAR
0570
NUMBER
o ~a. future Inler." Compromise
(for dotel af dealh oher 12.12.82)
00 6. Decedenl Died Tellole 0 7. Decedenl Mainlolnod 0 living Trull
(Allath copy of Will) (AIIOth capy of Trull)
, 'LL'CORRESPONDENCE AND 10 NTIAL.t X',INFOR I SH; LD BED RECTEDTOI1: ,',{nr),;' ~,:..,~ \
NAM( (OM'UI( MAiliNG AOOII:($$
Keith D. Wagner, Esquire 22 N. Rai IroarJ Street, P.O. Oox 323
1It".ONfNUMOII Pa 1 myra, P^ 17078- 0323
717 838-6348
o ~. limiled Ellale
T 0101 Numb., of Safe DepalU Bax'l
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I. Reol E.lole (Sch.d,'. AI (I I
2. Slock. and Bond. (Schedul. B) (21
3. Clol.ly H.ld SlockIPortn."hip Inl.r." (Sch.dul. q ( 3 1
~. Mortgage, and Notes R.ceivable ISthedul. D) I 4 )
5. Calh, Bank D,polih & Milcellaneou, P.rlonal Property ( 5 I
(Sch.d,le E)
6. Jointly Own.d P'ap"ly (5ch.dul. fl (6)
7. Tranlllll(Sched,le G) (Schedule l) (71
8. Tolol Gron Auelt Itolal Lines 1.7)
9. funeral expenses, Administrati.... COlts, Miscellan,oul 19 )
Ellpenles (Schedul. H)
10. Debh, Mortgcg. liobiliti... li.nl (Sch.dul. I) (10)
11. Tolal D.ductionl (tolalUnel 9 & 10)
12. Nel Value of Ellote (Lin. B minullin. 111
13. Charitable and Governm.ntal Boqullh (Schedule J)
14. Net Volu. Subl.tt 10 Tox (Line 12 minuI Line 131
15. Spousal Tronlf.n (for dOl" of deolh of tor 6.30.94)
See Inltruclionl for Ar,plicobre Percentage on R.....rle (15)
Side. (Include ...olulI rom Schodule K or Schedul. M.)
16. Amounl of line 14 toxobl. 01 6% rolo (161
(Include ...olues from Schedule K or Schedule M.I
17. Amount of line 14 taxable at 15% rote (17)
(Include ...aluel from Schodul. K or Schedule M.I
18. Principal lox duo (Add lox from linol 15, 16 and 17.)
19. Credit I Spoulal Po....rty Credit Prior Paymanh
+ 1 A, 000 00 +
(19)
(20)
18,947.37
54 , 841. 55
4,093.33
283,746.24
14,244.50
1,455.34
(B) _
342,684.12
15,699.84
326.984.28
(II)
(12)
(131
(141
326,984.28
)C._c
326,984.28
x .06 =
19,619.06
)( .15 t:I
(lBI
19,619.06
Dilcount Inlerell
947.37
20. If line 19 is great.r than line lB, enle, tho diffor.nce on line 20. This is .h. OVERPAYMENT.
gO
Chcdc here if you atc requastlng a refund of your ovorpaymont.
671.69
(21)
(2IA)
(21BI
671.69
Act .48 of 1994 provldol for tho roductlon of tho tax ralol Impo.od on tho nol valuo of Iran.fon to or for
tho UIO of tho .pOUIO. Tho rato. 01 prolcrlbod by tho Itatulo will bOI
o 3% (.03) will bo appllcablo for 0.1010. of docodonl. dying on or aftor 7/1/94 and boforo 1/1/96
o 2% (.02) will bo appllcablo for ellatol of decodonl. dying on or aftor 1/1/96 and bofore 1/1/97
o 1% (.01) will be appllcablo for e.tatel of docedonts dyIng on or aftor 1/1/97 and boforo 1/1/98
e Spoulal transfon occurring on or aftor 1/1/98 will be oxompt from Inhorltance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (..0-) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedenl make a Iransfer and:
x
a, retain Ihe use or income of Ihe property transferred, .......................................................
b. retain the rig hI to designate who shall use Ihe property transferred or ils income, ...............
c. retain a reversionary interesl; or ...................................................................................
x
X
X
d, receive the promise for life of either poyments, benefits or care~ ..................,....................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving odequote consideration~ If death occurred after
December 12, 1982, did decedent Iransfer property within one year of death without receiving
adequate consideralion~.......,..,...,.....,...."....,....., ...."""".. .....,.."",....,......".. ......,.,..,...,.,.
X
3. Did decedenl own an 'in Irust for' bank account at his or her dealh~......................................
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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COMMONWrALlH 0' PlNNSYlVANIA
INHllnANCI TAX InUIH
IUIDIHT DICIDIHT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
PI. a" Print ar l .
FILE NUMBER
21-96-0570
ESTATE OF
Ardis W. Alderfer
IAII pfoporty lolnlly.ownod with tho Right of SUfvlvonhlp mUlt bo dlul..od on Schodulo P.)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Note Receivable - Kenneth & Jill Crider - Bal. @ Death
4,093.33
S 4,093.33
(II more space ;s n.eded, ;nsert oddilionol sheets or some sjze.J
LEFEVER BROS., Inc.
...,
Phones (717) 766.9582 ' 432.9611 - Snles
697.5479.432.9697 - Paris
406 U.S, 15 Norlh
P.O. Box 660
DILLSBURG, PA, 17019
G('c {~1 ~I\\\ ,t.:.. .. &. N. A. ~-^ ' C\ . ~ b" 1',.0 .le ,,:' C'c. 1..,
'OJJ.~ . ,~u.tQ \'1 ~ Ie '
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31 SOUTlI BIGIITlI STRBBT
LBBANON,PA.17042
PHONB-(717) 272-4914 FAX-(717) 274-8853
AUGUST 12,1996
BRINSBR & W AGNBR
22 NORTH RAILROAD ST.
PALMYRA, PA.
THB FOLLOWING IS AN APPRAISAL, BASBD ON OUR CURRBNT
PURCHASE PRICES. FOR THB BST ATB OF ARDIS ALDBRFBR. THBSB
QUOTATIONS ARE VALID FOR A FIFTBBN DAY PERIOD, AFTER
WHICH NEW QUOTATIONS MAY BB NBCESSARY DUE TO THB
FLUCTUATION OF THE BULLION QUOTBS ON GOLD AND SILVER.
20----- MIXED DATH SILVBR DOLLARS (CIRCULATBD) 75.00
20----- MIXED DATE SILVER DOLLARS (CIRCULATED) 75.00
53----- MIXED DATE SILVER DOLLARS (CIRCULATBD)t95.00
01----- U.S. FIVE DOLLAR GOLD COIN 102.00
01----- SO. AFRICA GOLD KRUGRAND 325.00
01----- AUSTRIA 100 KRONER GOLD 325.00
01----- CANADA GOLD MAPLE LEAF 350.00
02----- MBXICO 50 PESO GOLD 700.00
04----- MEXICO 10 PESO GOLD 260.00
20----- MBXICO 5 PESO GOLD 700.00
40----- MEXICO 21/2 PESO GOLD 700.00
TOTAL $3807,00
SINCERELY,
W. D. LEVENGOOD
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.
COMMOHWIAlJH 0' PlHHIYlYAHIA
IHHIlIIAHCI we ortUrH
orSIDIHt DICIDIHr
5CHIDULI H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ITEM
NUMBER
A. Funeral Expen'''l
1.
B.
1.
2.
3,
A.
C.
,.
2,
3.
A.
5.
6.
7.
8.
9.
Plea.e Prln' or T e
Ardis W. Alderfer
DESCRIPTION
AMOUNT
Cocklin Funeral Home - Balance Due
530.44
Admlnls.rallve Co.":
Porsonol RoprosonlollYo Com millions
Social Socurlty Numbor of Porsonal Roprosonloli..:
Yoor Commissions paid
Allornoy Foos _ Brinser & Wagner
*Attorney a I so served as Co-Executor
Family EXDmplion
Cloimanl Relationship
Addross of Claimonl 01 docodonl's deolh
SI,ee' Add,oss
13,000.00*
CHy
51010
Zip Codo
P,obato Foes- Register of Wills
Additional Cost of Letters
273.00
35.00
40.00
30.00
48.11
51. 94
106.19
60.00
46.82
20.00
3.00
S 14,244.50
Miscellaneous Expen.e.:
Lebanon Stamp & Coin Shop - Appraisal of Coins
Fee for Checks
P P & L - Electric
Bell of PA - Phone
The Sentinel - Legal Advertising
Cumberland Law Journal - Legal Advertising
Postage/Feceral Express Mail, etc.
L.V.N.B. - Gauranteed Signatures
Copies made at Courthouse
TOTAL (Aha enle, on Uno 9, Recapltulolion)
(If more .pace I. needed, In.ert addlllonal .hee" of .ame .Ixe.)
WILL
OF
ARDIS W. ALDERFER
I, ARDIS W. ALDERFEn, currcntly of Uppcr Allcn Township, Cumbcrland
County, Pcnnsylvania, rcalizing Ihc unccrtainty of this lifc, bul with confidcncc in God and
trust in His Son, my Lord and Savior, Jcsus Christ, who dicd for my sins upon thc cross and
rose again to rcdccm mc and givc mc ctcmallifc, do hcrcby makc, publish and dcclarc this
to bc my Last Will and Testament, hereby rcvoking any and all prior Wills and Codicils
made by me,
I. I direct that all my just debls and funeral expcnses be paid from thc asscts of
my estate as soon as practicablc after my demise,
II. I dirccl Ihat all cstatc and inheritance taxcs that may bc assesscd in
conscquence of my dcath, shall be paid out of the principal of my gcncral cstatc to the same
effect as if said taxes were expenses of administration and all property includable in my
taxable estate whether or not passing under this Will shall be free and clcar thereof,
III, I intcnd to kecp with this my Will a separate set of instructions concerning
disposition of certain items of tangible personal property. I bequeath the items on said list
to the persons designated,
IV. All thc rest, residue and rcmainder of my estate, of whatever nature and
wherever situate, including propcrty ovcr which I hold a power of appointment, I devise and
bequeath equally unto my children, Jill Annette Crider and Eric Ray Alderfcr, or Iheir issue
pcr stirpcs, If cilhcr child prcdeceascs me, his or her sharc shall pass unto his or her issue
pcr stirpes. If said child leavcs no issuc, said share shalllapsc and be add cd to the shares
passing to my other children or their issue pcr slirpcs,
V, In Ihe event that I am not survived by any issue, I dcvise and bcqucalh my
entire estate that would havc othcrwise passed under Paragraphs III and IV above as
follows:
*-
- I -
~ W. c&A,,~.~~____
Ilv.1W1114..41
185385 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
*'
DNa' AA
RECEIVED FROM:
I
ACN
ASSESSMENT III
CONTROL ...
NUMBER
AMOUNT
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WAGNER KEITH 0 ESO
22 N RAILROAD 5T
POBOX 323
PALMYRA, PA 17078
101
$011.69
ESTATE INFORMATION:
!:If fiLE NUMBER
li 21-1996-0570
1:1 NAME Of DECEDENT (LAST)
~ ALDERFER ARDIS W
~ DATE OF PAYMENT
Iii 04 4 / '7
m POSTMARK DATE
COUNTY
!:iSN '102-42-8311
IfIRST) 1M II
CUMBERLANU
DATE Of DEATH
07/13/96
REMARKS KEITH D WAGNER ESQUIRE
REGISTER OF WILLS
m TOTAL AMOUNT PAID $671. 69
(), '. , /) CW
IJ / ,..;/
" I//; I ,( I I", J . II
RECEIVED BY" I II .(..r. . .,J.:I!/"'J, /' "C
.; $'GN'\~" Ie -! I
MARY c. LE'~IS /,?:.(,.t''<-1 r
REGISTER DF WILLS
SEAL CHECK" 1035
- -- -.~ -~- --- --- -.- ._.~- --_.. --...- -".-+-
'.-' -p-"""""'-
---..A.~ _---rUT ..,:.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 11013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
R 'EV: iS4-j-EX - AFii - i ili-:97 Y- Noi"i tEnOF -YNHER"i'r Aifc E-i" AX - iiPPRA i 5 EHENT -; -Ai. i: oWAifcE -iilimm - ---- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ARDIS W FILE NO. 21 96-0510 ACN 101
TAX RETURN WAS: I I ACCEPTED AS FILED I X I CHANGED SEE
If an assessment was issued previously, lines 14. 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Lin. 14 at Spous.l rat. CIS)
16. Anount of Lin_ 14 taxabl. at lin..I/Cla.1 A rat. (16)
17. Anount of line 14 taxabl. at Collat.,.aI/CI... Brat. (17)
18. Principal Tax Du.
/5-/b--Y
UREAU or INDIVIDUAL TAXES
INIIIIlIIANU fAl( IJIVISION
DlIlf. :80,,01
II"A~ISBUIIGI PI I/l:e-ObOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE or INHERITANCE I AX
APPRAISEMENI. ALLOWANCE OR DISALLOWANCE
or DEDUCTIONS AND ASSESSMENT Dr TAX
KEITH D WAGNER ESQ
22 N RAILROAD ST
PO BOX 323
PALMYRA PA 1107B
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-21-91
ALDERFER
01-13-96
21 96-0510
CUMBERLAND
101
Anount Ranitt.d
ESTATE OF ALDERFER
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ra.l Est.t. (Schedule AI III
2. Stocks and Bondi (Schedule BJ (2)
3. Closaly Hald stock/Partnership Int.,..st (Schedule C) (3)
4. Horta.gas/Not.. Receivable (Schedule OJ (4)
S. Cash/Bank Deposits/Hilc. Parsonal Property (Schedule E) (SI
6. Jointly Ownad Property (Schadule F) (bl
7. Transfars (Schedula GI (7)
8. Total Auats
,00
54 .841. 55
.00
4.093,33
218 ,311. 00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expanses/Adn. Costs/Hisc. Expenses (Schadule H) (91
10. Debts/Hortgaga liabilities/lians (Schedule II (10)
11. Total Daductions
12. Nat Value of Tax Return
13. Charitabla/Govarn.antal Bequasts (Schedula JI
14. Nat Value of Est.t. Subject to Ta~
14.244.50
1.455,34
I1ll
(12)
(13)
(14)
NOTE:
.00
321, 612.04
,00
X . DO.
X .06.
X ,15.
(18)
TAX CREDITS:
PAYMENT
DATE
10-09-96
04-11-91
DISCOUNT I')
INTEREST/PEN PAID 1-)
941,31
,00
RECEIPT
NUM8ER
AA146835
AA185385
AMOUNT PAID
18.000.00
611.69
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
;
'...--'
~~~,
rrt1J~\
It' lhl I..., III.Ut
ARDIS
W
DATE
ATTACHED
01-21-97
NOTICE
NOTE: To insura propar
cradit to your account.
sub.it the uppar portion
of this for. with your
t.~ pay.ant.
337.311,88
1~.6qq R4
321,612.04
.00
321,612,04
.00
19.296,13
,00
19.296.13
19.619,06
322,33CR
.00
322.33CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION or ADDITIONAL INTEREST,
I Ir TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
Ir TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE
A RErUND, SEE REVERSE SIDE OF THIS rORM rOR INSTRUCTIONS.)
r
RESERVATION I [,tal.. of dlcedent. dying on or b.for. Dece.bet lZ, 1982 4_ if any lutur. Inter..t In the ..Iat. I. transf.rred
In po.....lon Dr enjoy..nt to Clal' B (collel.ral) bln.fIcla,I.. of the dlcedent aft.r the IMplretlon of any ..lat. for
II'. or for ye.r., the CO.'on~.alth h.reby expr.ssly tl.ltVI, the right to apprals. and a'.8.. tranlf.r Inheritance Ta...
at the laMful ClaSI B (collnterall rat. on any 'uch future Jnt.r..t.
PURPOSE OF
HOflCEI
To fulfill the requlr...nt. of Slctlon Zl~O of the Inheritance ftnd [,tat, 'a. Act, Act 21 of 1995. (12 P.S.
Slctlon 9IljOJ.
PAV"tEHT:
Oetach the top portion 0' thl. Hotlee and lubelt with your paY'.nt to the Rlgl.t,r of Will, printed on the tav.r.. .Id..
-'''aka chick or .on.y ord.r payable to: REGISTER OF HILLS, ACENT
REFUND (CR):
A r.'und of . tax credit, which was not requested on the Ta. R.turn, .ay be r.qu.sted by cOlpletlng an ~Appllcatlon
for R.fund of PennSYlvania Inh.rltance and Estate Ta.~ (REY-1313). Applications are available at the Office
of the Rlglster of Wills, any of the 23 Revenue District Office., or by calling the special 24-hou"
answering slrvlce nu.ber. for forlS ordering: In Pennsylvania 1-800-361-10~0. outside PennSylvania and
w1thln local Ha""lsburg area (117) 181-8094, IDOl (711) 111-ZlS2 1I1..rlnll I.palred Only'.
OBJECTIONS:
Any party In Inte"'st not .atl.fled with the appral.e.ent, allowance 0" disallowance 0' deduction., or a.se.s..nt
of tax (InclUding dl.count or Inte"est. as shown on this Hot Ice lUSt object within sl.ty (60) days 0' receipt 0'
this Notlc. by:
ACHIN
ISTAATIVE
CORRECTIONS:
hwr1thn protISt to thl PA Depart..nt of Revenue, Board of Appeals, aept. 281021, Harrlsbu"g, PA 11124-1021, OR
--.llctJon to have the .att.r d.ter.lned at audit of the account of the pe"sonal rep""entatlve, OR
.-app.al to the Orphan,' Court.
Factual '''''or, dl,covl".d on thl. a.,e.s.ent should be oddre"ld in writing to: PA aepart.ent of Rlvenue,
Bu".au of Individual Ta..., ATTN: Post AS'I...ent Review Unit, Olpt. 280601. HarriSburg. PA 11128-0601
Phone (111) 181-6~OS. See page S of the bookl.t ~In'tructlon, for Inherltanc. Tax R.turn for. Re.ldlnt
D'c.d.nt~ IREY-ISOI) for an e.planatlon of adllnlstratlvelY co"ractable erro"..
DISCOUNT I
If any tax due I, paid within three (31 calendar eonths aftlr the d.ced.nt'. d.ath. a five p.rc.nt (S~) dl.count of
the tax paid I. allowed.
PENAl IY I
The IS~ tax a~e.ty non-participation p.nalty I. co.put.d on the tolal of the tax and Int.,...t a"",.d. and not
paid b.for. January 18, 1996. the fl"st day aft.r the end of the la. a.n..ty p."lod. Ihls non'partlclpatlon
plnalty I. app.alable In thl .a.. aann." and In Ihe the sa.e tl.e p.rlod a. you would appI.I thl lax .nd Inter..t
that ha. b..n ....s..d a. Indlcat'd on thl. not leI.
INTEREST:
Int."..t I. charg.d blglnnlng with fl"st day 0' d.llnquency. or nln. (9) .onth. and on. (I) day froe Ihl data of
d.'th. to the data of payeent. la.e. which b.c..e dellnqu.nt before Janu."y I, 1981 bear Jnllre.t at the rate of
.Jx (6~) p."c.nt p.r annul calculal'd at a dally rate 0' .000164. All la... which bec..e dellnqulnt on and after
January 1. 1981 will bear Int.re.t .t a rat. which will vary frol cal.ndar y..r to calend.r year with th.t rat.
announc.d by thl PA n.part..nt of A.vlnu., lhe appllc8bl, Inlere.1 r81.s for 1981 Ihrough 1991 arl:
'!!!! Jnl"'e.t Rlltl Deily Inhrut Fllctor !!!! Interest Rete Dally Inhrl.t F.etor
1981 20~ .ODDSto8 1981 .~ .000241
1983 16iC .000438 1988.1991 lJiC .000301
19M IU .000.501 1992 "' .000241
1985 UiC .000lS6 1993-1994 n .000192
1986 IO:C .000U4 1995.1991 .~ .000141
uInl.,...t Is caleulalld .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Notice Is.ued after the tax b.coe.s dellnquenl will refllct an Inler..t c.lculatlon 10 flft.en (IS) days
b.yond the data of Ihe ass,ss'lnt. If pay.enl Is .ede aftlr the Inte"est coeputatlon d.tl shown on the
HoUca, additional Int."est .ust be calculated.
15-// S.,9
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
{/
*
BUREAU OF INDIVIDUAL TAXES
INt<<:RIfAHC[ TAll DIVISION
D[Pl. laUDl
tIAARISIURC, PI HUI.ObOI
In.IIIIU"'III.'"
KEITH D WAGNER ESQ
22 N RAILROAD ST
PO BOX 323
PALMYRA PA 17078
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-22-97
ALDERFER
07-13-96
21 96-0570
CUMBERLAND
101
ARDIS
W
A.aunt R...Uhd
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure prop.r credit to your account, sub"it the upper portion of this for. with your tax pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiEV :il.iii"EX-"j:ji-ioi-:m-------ii.ii-iNHERiTANC'E-iAif"STATEiiE-tii-ii"-iii:-corjiiT--.-iiim---m------m m
ESTATE OF ALDERFER ARDIS W FILE NO.21 96-0570 ACN 101 DATE 09-22-97
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHEO ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF All PAYHENTS. THE CURRENT BALANCE. AHD. IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 07-14-97
PRINCIPAL TAX DUE, _,_
19.296.73
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-09-96 AA146835 947.37 18,000.00
04-11-97 AA185385 .00 671.69
09-05-97 REFUND .00 322.33-
TOTAL TAX CREDIT
19,296.73
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN tl.
NO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS fORH fOR INSTRUCTIONS. I
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
PAVHENTl
D.tach tha
pr Intad on
top portio" Df thl. Notlca and .ubalt with your p.y..nt ..da p.Y.bla to the nft.a and addra..
, "
tha rav.r.. .Ida.
If RESIDENT DECEDENT a.ka chack or aonay ordar payabla to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT aaka chack or aonay ordar p.yabla to: COHHONWEALTH OF PENNSYLVANIA.
REFUND eCRI: A rafund of a taM cr.dlt, which w.. not r.qua.t.d on the '.M Return, a.y ba r.qua.t.d bV coaplatlng an
"Appllntlon for R.fund of PaM.vlvanla Inharltance .nd E.tata TaM" (R[V-UU). Application. are avallabla at
the Office of tha R.gl.tar of Will., anv of the 23 Ravanue DI.trlct Offlca. or froa tha Dap.rt.ant.. 24-hour
an.warlng .arvlca ~bar. for for.. ordarlng: In pann.ylvanla 1-800-362-20~0, out. Ida Pann.vlvanla
end within local Harrl.burg ar.a (717) 787-80'4, TOO' (7171 77Z-22~t (H.arlng I.palrad onlv).
REPlV TO:
Qu..tlon. ragardlng .rror. contaln.d on thl. notlca .hould b. .ddr....d to: PA D.p.rt.ant of R.venu., Bur.au
of Individual T.M.', ATTN: Po.t A.......nt Ravl.w Unit, D.pt. t80601, H.rrl.burg, PA 17128-0601, phon.
(717) 787-&505.
DISCOUNT:
If any taM due I. p.ld within thr.. (1) calandar .onth. aft.r the dac.dent.. d.ath, a flva parc.nt e5%1 dl.count
of tha t.M paid I. IIIllowed.
PENal TV:
Th. 15% taM aana.ty non-participation p.nalty I. co.put.d on the tot.l of thlll taM and lntar..t .......d, and not
paid bafor. J.nuary 18, 19'6, the flr.t day .fter the end of the taM ..ne.ty p.rlod.
INTEREST:
Intere.t I. ch.rged bag Inning with flr.t day of d.llnquency, or nlna (9) .onth' and one (I) day fro. the data of
d.ath, to the data 0' pBy.ent. 'aM.' which bacaa. d.llnqu.nt b.for. January 1. 1982 b.ar Int.r..t at the rat. of
.IM e6%) p.rc.nt par .nnu. calcul.tad .t . dally r.t. of .000164. All taM.' which b.ca.. dallnqu.nt on and aft.r
January I, 198t will b.ar lnt.r..t at a rate which will vary fro. cal.ndar y.ar to c.l.ndar yaar with that rat.
announc.d by the PA O.p.rt.ent of R.v.nua. The .ppllcabl. Int.r..t rat.. for 1982 through 19'7 ar.:
V..r Int.r..t Rat. O.lly Int.re.t Factor
Vnr
Int.r..t Rat.
Dally Int.r..t F.ctor
1982 20% .000548 19117 OX .000247
19n 16:c. .000438 1988-1991 IU .000301
1984 m .000301 19n OX .000247
1015 UiC .000356 1993-1994 7X .000192
1986 lOiC .000274 199~-1"7 OX .IlO0247
--Int.r..t 11 calculat.d .. follow.:
IHTEREST = BALAHCE OF TAX UHPAIO X HUNBER OF DAYS DELIHQUEHT X DAILY IHTEREST FACTOR
.-Any Notice I..u.d aft.r the taM b.co..' dallnqu.nt will r.fl.ct an Int.ra.t c.lcul.tlon to flft.an (IS) day.
beyond the data of the ........nt. If p.y.ant I. .ada aft.r the Inter..t co.putatlon data .hown on the
Notlc., additional Int.re.t .u.t ba calculat.d.
.-
.
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LAw Omns
BRINSER & WAGNER
21 NORTII RAILRllAI1 STREET
1',0, 1I0X IZ3
l'AI.MYIlA.I'i:NNSYI.VANIA 17078
OERAlIl J. IIRINSER
KElTII 0, WAGNER
(717)838-6H8
FAX (717) 838-691Z
April II, 1997
Mmy C, Lewis, Register of Wills
Cumberland County Courthouse
South Hanover Street
Carlisle, PA 17101
.,
^':J
,
"I
In Re:
Ardis W. Alderfer Estate
#21-96-0570
Dear Ms. Lewis:
Enclosed you find an original and one (1) copy of the Inheritance Tax Return for the
above-captioned estate. Also enclosed are two (2) checks: # I 035 in the amount of $67 I .69
as payment of the balance of tax due and #1036 in the amount of$50,OO as payment of the
filing fee ($15.00) and the additional cost of letters ($35,00).
If you are in need of anything further or have any questions, please feel free to contact
our office.
Thank you.
Very truly yours,
"<T
4_ \,) <
.,."
\) t.' . , BRINSER & WAGNER
~-
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- Keith D, Wagner
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KDW/wlh -, ::>
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Enclosures
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,
.
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LA\\' t1HIITS
BRINSER & WAllNER
U NnRTII R/\II,Rn^" STREET
It.O. IltJX l! \
PAI.MYRA.I',\ 1707ti
,
I .
\ ., 1I.r
!-lEG. PA 170. ~~S~\3
.......- "-....
1 (w{J'3;>"%-- :':,
c91-q~.... tfI70
MARY C LEWIS REGISTER OF WILLS
CUMBERLAND CO COURTHOUSE
S HANOVER ST
CARLISLE PA 17013
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: wLo.b 14) ald.M-fl/U
Date of Death: M /3,119t,
Wlll No, jtJfjlo-/I0S/'fO Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State.w~ther administration of the estate is complete:
Yes-1L. No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal rep~entative file a final
account with the Court? Yes No ~ .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative sta~ an
account informally to the parties in interest? Yes vr No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
;Yd-/ /9?
,'11.10
'~I~'
*.b.sttc c1J . (~'\ .u.., (( Lll;..J
S~ature ~
KEITH )), t-lhGNtR,
Name (Please type or print)
fJ. () . t3D X 3;\3 t .pALm li fJfl..1?f3
Address tT
1711) '1&- b31.fP
Tel. No.
Capacity: ~personal Representative
Counsel for personal
representative
(J-:': i'; I'Z P!!!! Pc"
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