HomeMy WebLinkAbout96-00583
No, ? I - <)(, _ C,Rl
Estate of
IRVIN H. KIEHL
, Deceased
DEClmE OF fJROHA TE AND GRANT OF LETTERS
AND NOW .JUL Y ?c,. 19.2L. in consideration of the petition on
Ihe reverse side hereof. salisfactor}' proof having been prescnled before mc.
IT IS DECREED that the inSlrUmcnl(s) dated September 6, 1995
describcd therein be admillcd to probatc and filcd of record as lhe last will of
Irvin H. Kiehl
and Lellers testamentary
are hercbygranlcd10 Dauphin Deposit Bank and Trust Company
<
FEES
Probate. Lelters, Elc. ...".." S 40.00
Shorr Cerrificates( S) ..... .. .., S 1 ~ . 00
RCQuncialion ....,....,...... S
X-pages
JCP S
TOTAL _ S
Filed ....,.. .~~~ ~. ?5,... ~ ~??.. , ,... ....,
David H. Stone
1/39785
b.UU
S.A8
66.00
ATTORNEY (Sup. CI. 1.0. No,)
414 Bridge st., New Cumberland,
ADDRESS
(717) 774-7435
PHONE
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Mailed letters and 0rder t~ attorney on 7-76-96.
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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NAMlO#tlIttotNttJ"loIonlI.t-.
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AGI,,_IkNIl't
Irvin II. Kiehl
lJNOIEAICLllr ONE 0# ItA1H
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11-22-02 ,Ephrata, PA
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101 Walton St.
..l.eJroyne, PA 17043
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Irvin E. Kiehl
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A/C NAME
A/C NO,
FOR
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OETACIl ANO I1ElAItI nllS P0l11101l FOil VOllll1lEC0l10S
~' 729416 7;;:'/1116
TRUSTEE urlllEH r,';iilUHrH 1,)]111\(..';:;" ;\jLy~.1 filUi,:No,
1104474603
DISP 170
OFF 114
PA INHERITANCE TAX P0[U TO
REGIS1ER DF t.J1L'.~.,
2\ -~\ ,SOI,)J.
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10/01/'76
I1EMITT AIlCE AMOUNT
INCOME PflIUCIPAL
1.1,600 00
Pl<[y/",',r1U'1 r eN t~:) fi" H:
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H'l'ONIC. J.Al,'A\'UII: & S'rONE
ATTORNEYS AT LAW
414 DRIDOI.: D1RECT
NleW CUlfllKnr,^!:'I. I'A .\TUl'(,I
t"p\wU lH\k1t"hl, 11 v\'J" 'Ilj
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LAST WILL AND TESTAMENT
OF
IRVIN H. KIEHL
I, IRVIN H. KIEHL, of the Borough of Lemoye, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I: I bequeath the sum of Two Thousand ($2,000.00) Dollars to
MARY M. MORROW if she survives me.
ITEM II: I devise and bequeath all the rest, residue and remain-
der of my estate, of every nature and wherever situate, in equal
shares to my sons, IRVIN E. KIEHL and ROBERT A. KIEHL, or their issue,
per stirpes,
ITEM III: I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY of
Harrisburg, Pennsylvania, Executor of this my last will.
ITEM IV: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of its duties in
any jurisdiction.
IN WITNESS
WHEREOF, I,
6+1...
_ day of
IRVIN H, KIEHL, have hereunto set my hand
Se~I>\l.v .
, 1995.
and seal this
./ ...../ r .-
\ , > I -VI L ." " - " " /' t
.. IRVIN H. KIE L 11--
Page 1 of 3
. -
,
INVENTORY
: '
Estate of:
Date of Death:
County:
IrvIn II. KIehl
07/04/1996
Cumberland
CASII:
1
Commonwealth of PA . FInal
Prorated RetIrement BenefIts
Payment due
14,15
New York LIfe Insurance Co.
Refund of Unused PremIum
14.65
PA Employees BenefIt Trust
Fund - Refund of unused medIcal
premIum
IB,67
Travelers Insurance Co. .
Proceeds from LIfe Insurance
Polley
2,500.B2
---.---...---....
2,548,29
STOCKS/LISTED:
---....------...-
20.13
2.81
23 shares Clary Corp.
Accrued DIvIdend
':
3 shares Unlsys Corp.
20,16
--------------
43.10
-------.....------
TOTAL RECEIPTS OF PRINCIPAL...........,..,
2.591. 39
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r1[V- 1500 EX .tl-lJ41
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
HJIl OAH~. or D(ATH Arrrllll/lll<ll CIl[CK IHlll
II A 'H'(JlJ~IAl
I'll Iltv t~fl HT I"; r AI\A
FILE NUMBER
COMMO~W~Al '" or f"r ..........n \I,I.."IA
O(PAI\ ~~~.1'1~~~(}\ vt....U{
UAIHHSRunl}.I'A 1111~.OfIl1l
21%-0583
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OEC[OcP'W!1PlAf,,4[ IlASl, nllr.r, ArlO MIlJOll INITIAL)
Kiehl. Irvin II,
orceor ....,.'j COVI'l[ T[ AnOllf'i'i
101 Walton Street
l.,,,noynl', l'A 110/, '3
llAH OJ nlAlIl
OI/O/,/I'J%
r;.AtrmllllHtt
SOCIAL ~[CU"ITV NllMIH II
172-01-1,037
ll/V/I 'J02
Cllun'~
Cumbtlrland
(II APPllt.:AI1L[15UR\lIVING ~P()U!:i['~ NAV[ IlA5T" 1115' A"'O MIDOl [:NITlAl) SOCIAL ',[eunlTY NUVUl II
AMOUfH H[C[IV[OI5[[ IN'HRUCTIQN51
0,00
X 1, Onglnal Aoturn
4. Umlod Estato
2. Supplomental Roturn
401, Futuro IOlmosl Compromlso
(lor dalos 01 doath aNor 12-12-02)
rn 8. Decodent Dlod TOSliUO []] 7, Docodonl Mamtillnod lluvlng Trust
(Anach copy 01 WlIl) (Anach a copy 01 T'OSI)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
o 0 NAME
R N
R 0 Mandv R, lIicks, Trust Offlcer
E E
5 N
- T
Rornomdor Roturn
(10' dntes 01 dealh pllor 1012-13-82)
Fodoral E:llalO Tax Roturn AcqUired
Tolal Number 01 Salo DepOSit Box09
05,
8,
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COMPLtTE MAILING ADCRE~5 r......'
Dauphin Deposit ~ank
213 Market Street
flarrisbur PA 17101
(1) None
(2) 113 , 10
(3) None
(4) None
E) (S) 1,7,1,7
(6) 14.454,82
(n 94,172,76
'H
anp Trust ~ompany
TELEPHONE NlJMBER
717 255-2225
1. Real Estale (Schedule A)
2, Stocks and Bonds (Schedule B)
3. Closely Held Stock/PlII1norsh,p Intorest (Schedule C)
4. Mongages and Notes Receivable (Schedule DI
5, Cash, Bank DepoSlls & Miscellaneous Personal Property (Sch.
6, Jointly Owned Properly (Schedule F)
7, Translors (Schedule G) (Schedule L)
8, Total Gross Assols (lotal Unos lM7)
9, Funeral Expenscs, AdmmstHlllve Costs, MIScellaneous
Expenses (Schedule HI
10, Debts, Mongage Uab,lrlies, Uens (Schedule I)
11, Total Deductions (tolal Une:; 9 & 10)
12, Net Value at Estate (Une 8 rrunus Uno 11)
13, Charltablo and Governmental Bequests (Schedulo J)
14, Net Valuo Sub'oct to Tax (Une 12 minus Uno 13)
15, Spounal Transfers (for datos at death alter 6M30-94)
See Instructions for Apphcablo Percentago on page 2.
(Include values horn Schedule K or Schedule M,)
16, Amount 01 Une 14 taxablo at 6% rale
(Includo values from Schedule K or Schedule M.)
17, Amount 01 Uno 14 taxablo at 15% rate
(Includo voluos Irom Schedulo K or Schedulo M.)
18. Principal tax due (Add tax from Uno 15.16 and 17.)
19,Crodlts/Sp Poverty Prior Payments Discount
. 3,600,00 . 189,47
20, II Uno 19 is greater than Une 18, cnler tho dllterenco on Uno 20. This is Iho OVERPAYMENT,
~ D ICheck here If you are requesting a rofund of your overpaymentl
21. If Uno 18 is groator than Uno 19. entor tho dlllefcnco on Uno 21. This is tho TAX DUE.
A, Enter 1ho interest on tho balanco duo on Uno 21A.
B, Enter tho tolol 01 Uno 21 and 21A on Une 21 B. ThiS is Iho BALANCE DUE,
Mako Check Pa able to: Re Ister of Wills. A ant
~ ~ BE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH -<l -<l
(8)
108,718,15
(9)
8,001.60
(10)
896,51
8,898,11
99,820,04
(11)
(12)
(13)
(14)
99,820.04
(15)
0,00 X
=
0.00
(16)
97,820,04 X ,06 =
5,869,20
T
A
X
C
o
M
P
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A
T
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N
2,OOO,00X ,15=
300,00
(17)
(18)
6,169,20
Interost
(19)
(20)
3,789,47
0,00
2,379,73
0.00
2,379,73
(21)
(21A)
(218)
Under penllllU 01 pe'Jury, 1 dl!!tl.aIllI"oIll ".a.e eUllltneo I"." rel.Hn. 'I'Itlud'''Q.1ttOlllp.1ny.nQ "c"pOUles .11'111 "Ule"'e"U, "ria lol"e besl of my.."o.....,edge.1r14 belnel.lt's tlue.
correct Ind COIII~lele.1 detlare Illal.lH rulllll..t, "n bee" repo.ted..t true ....a.ket ~11,,1I!. Cetl.lr,u,o" 01 creClrl' ol"er tn.l" t"e cenol1.11 repIUell!.lll',e., bued Oil 111,"fO'lIIltlO" 01
whtth pr.~..'.r h..Slnykno....lf'dge.
Handy R, lIicks, Trust Officer
213 Harket Street
it:;rr i;"I;\,r":' i'X - Tiilii'....'..",.,",.. -......"
Dauphin Deposlt 8ank and Trust Company
213 Harket Street
il:;rri;'i;.irp,-: -1>A' - i'iilii'..""..,'-",.."..,",.,
DATE
CATE
J:on'l1500 {new. 1-911
COPy'lghtltI199.'or", solt*l,. cnt" CP5"tlf'ms. lilt.
SIGNED, SEALED, PUBLISHED and DECLARED by IRVIN H. KIEHL, the
Testator above named, as and for his Last Will and Testament, and in
the presence of us, who at his request, in his presence and in the
presence of each other, have subscribed our names as witnesses.
w.... ,Jj~~
tness
Ik c_~,)(,,~'-l... I..... -f'l . /?
Address
:/)/VlfAlb.. m
Witness
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Address
COMMONWEALTH OF PENNSYLVANIA:
:55:
COUNTY OF CUMBERLAND
I, IRVIN H. KIEHL, the Testator whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
,Q ;'/l}\~)./' i? 1M--
IRVIN H. KIEHL
Sworn to or affirmed to and acknowledged before me by IRVIN H.
KIEHL, the Testator, this 6 tL. day of: ..S::>~~ , 1995.
( 'h1.'~4W " X ~~I~
Notary Public
Page 2 of 3
r'IOT.';RIAL S='\L
ct'!"r-..'...- I .. , -
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I ~'>;':I,:.,~ ".~ :~:-:.:':~.';'~~~ ~~0:;;:~~;,~,~~i"
1- C.............I.,1 "":'11"... !....(oI1,J, 1:J~9 J
I, ;;:1"1/111 /-I, /('i'~ ~ /
(Settlor) of L r? J '
<l.m~ 111<.) /- <'~"])'oj /V"-lI ~\-
hereby transfer to Dauphin Deposit Bank and Trust Company (hereinafter called
the Trustee). a Pennsylvania bank and trust company, such property as may be
delivered contemporaneously herewith, or at such lime or limes hereafter, to be
held in Trust as follows:
fIRST: Dispositive Provisions for My Benefit. During my lifetime:
A. All of the net income shall be paid to me at least quarterly or shall be paid or
accumulated and added to principal. as I may direct 11\ wriling;
B. As much of the principal as I may from time 10 time request in wriling shall
be paid to me, or as I may otherwise direct;
C. If, in the Trustee's opinion. I am at any time unable to ael or to apply the
pavments to my own best interest and advantage, the Trustee may apply
airectly for my benefit as much of the income and/or principal as the Trustee
may, from time to lime, deem aPJ?ropriate for mv welfare, CDmfort, support or
emergency needs. directly and WIthout the interVention of a guardian. and may
add to principal as much of the income as the Trustee deems advisable,
D. Trustee shall keep true and correct books of account, which books of account
shall at all reasonabfe times be open to the inspection of Settlor or his duly
appointed representative, Trustee shall also quarterly render Settlor a detailed
statement showing all receipts and disbursements on account of the trust estate
and the manner and form in which the trust estate is invested at the time of the
rendilion of such statement.
SECOND: Dispositive Provisions After My Death - Upon my death while the
trust continues, the Trustee shall pay the then-remaining principal and income to
my Executor or Administrator for disposilion as part of my Estate.
THIRD: Right to Revoke and Amend: I reserve the ri~ht to revoke or amend this
trust. in whole or in part. at any time and from time to lime bv an instrument in
wriling, delivered to the Trustee and intended to take effect during my lifetime;
except that the duties, powers and liabililies of the Trustee shall not be changed
without its wrilten consent, The Trustee reserves the right, at any lime upon thirty
(30) days advance written notice to me, to resign the trust and deliver the trust
estate to me, after deducting therefrom ils fees and any expenses then due and
payable,
FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or
any other entity may add property, real and personal, to the principal of this trust.
FIFTH: Trustee's Powers: In additiun to the powers granted by law, my Trustee
shall have the following discretionary powers, npplicable to principal and income,
which shall be exercisable without leave of court and shall continue until
distribution is actually made:
A. Tu accept and retain any or all property at any time hereafter delivered ur in
any other manner hereafter acquirea, incluaing stock or other securities of the
Trustee, or of a holding company controlling tIle Trustee;
B. To invest in all forms of property (including, but not by way uf limitation,
real estate, all types of stocks, bonds, options, and participations in common
trust funds and money market funds); without being conIined to investments
prescribed by statute and without being required to diversify;
C. Tu buy investments at a premium ur discount;
D. To hold property unregistered or in the name of a nominee;
E. To give proxies, buth ministerial and discretionary;
F. To compromise claims;
G. To join in any merger, consolidation, reorganization, voting trust plan, or
other concerted action of security holders, ana to delegate discretionary duties
with respect thereto;
H. To borrow from Dauphin Deposit Bank and Trust Company or from others,
and to pledge real or personnl propertv as security therefor; to It'an cash or
securil1es upon such terms nnd conditions as trustees deem appropriate,
I. To sell at public or private sale for cnsh or credit or partly for each to
exchange, to improve or to lease for any period of time, any real or personal
property; and to give options for sales;exchanges, or leases,
J. To allocate any property received or charge incurred to principal or income
or partly to each, without being obliged to apply the usual rules of trust
accounting;
K. To distribute in cash or in kind or pnrlIy in each;
L. To retain any part or all of my business interests held in this Trust as long as
the Trustee considers it advisable to do so; and to conduct, alone or with others,
any such business in which I am engaged, with all the powers of an owner or
with respect thereto, including the power to delegate discretionary duties to
others and to pay adequate compensntion to any such person; to invest other
property in such business, and to incorporate it or change its form, This power
mc1udes the right to take all appropriate actions to prevent, identify, or respond
to actual or threatened violations of any environmental law or regulation
thereunder, .
M. To disclaim, in whole or in part, any interests in property for any reason,
including but not limited to a concern that such property could c;]use potenti;]l
liability under the federal, state or local environmental law,
SIXTH: Compensation: The trustee shall be compensated in accordance with its
standard schedule of charges in effect from time tu time during the period of its
services, and this compensation shall be paid from principal or income or partly
from e;]ch in the sole discretion of the Trustee, Settlor hereby ;]cknowledfles
receipt of Trustee's current fee schedule, which is subjeclto revision frum time to
time.
SEVENTH: Non-Assignment: No pMt of the income or principal of the property
held under this Trust shall be subjeclto ;]tt;]chment, levy or seizure by any
creditor, spouse, assignee or trustee or receiver in bankruptcy prior to actual
receipt thereof, The Trustee shall P;]V over the net income nne the principal to the
persons herein designated, as their mterests may ;]ppear, without regard to any
;]ttempted ;]nticipal1on (except as specific;]lIy prOVided in this aflreementl,
pledgmg or assigrunent under the Trust, and without regard to any claim thereto
or attempted levy, att;]chment, seizure or other process against me,
EIGHTH: Law Governing Trust: This trust is created and ;]ccepted in the
Commonwealth of Pennsyl~ia and sh;]l~ in all respects be governed by its laws
and shall have its situs at (.. v'''';'cr/lVl,LCounty, Pennsylvania. .
Executed on . '/v 1,/ 0 .19 '7.r
/
NOTE:
Before executing this document you may
want to consult with your Attorney to
assure that your wishes are being set forth
accurately and in proper legal form,
1/td- X" q ,'] ,t~YLJ fe), ~'LL.~~~EALl
oing tru~is hereby accepted,
on \.J vi)! "-'= .19 'lr
Dauphin Deposit Bank and T~st Company
~l, // ~' /' ,,;:/ - "
By .ft/c..0,....V ::T ~,'L- ,/ "'v;T ((.,Lhc,..,
'1
I
AMENDMENT TO
REVOCABLE TRUST AGREEMENT
..,\...
THIS AMENDMENT, made this 6 day of
~~, 1995, unto a
Revocable Trust Agreement between IRVIN H. KIEHL of the Borough of
Lemoyne, Cumberland County, and Commonwealth of Pennsylvania ("Settlor")
and DAUPHIN DEPOSIT BANK AND TRUST COMPANY, ("Trustee");
WIT N E SSE T H:
WHEREAS, the parties hereto entered into a Revocable Trust
Agreement dated July 6, 1995; and
WHEREAS, under Article Third of said Revocable Trust Agreement the
Settlor reserved the right to revoke and amend the said trust;
NOW THEREFORE, it is agreed between the parties hereto that Article
Second of the said Revocable Trust Agreement is revoked, and in its
place the following is substituted:
"SECOND: Dispositive provisions After my Death - Upon my death
while the trust continues, the Trustee shall distribute the then
remaining principal and income in equal shares to my sons, IRVIN E,
KIEHL and ROBERT A. KIEHL, or their issues, per stirpes.
In all other respects Settlor hereby ratifies and confirms the
Revocable Trust Agreement dated July 6, 1995, together with this
amendment, which now constitute the entire Revocable Trust Agreement,
Page 1 of 3
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
By
h~ :u' :a~<,.-/
Senior Vice Pre.idenl and Trust O!fit!!f
COMMONWEALTH OF PENNSYLVANIA}
) SS.
COUNTY OF CUMBERLAND )
On this, the (\t\. day of J:e,~boA
, 1995, before me
the undersigned officer, a Notary Public, personally appeared IRVIN H.
KIEHL, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument and acknowledged that he
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal
the day and year first above written.
~JL "R
'~u'Jo
otar Public
Page 2 of 3
~!o!.'ill"'S.,\,
K.wc n. u.."jll ': N~..1.'Y Pu"JC
Nt'.', CUlt:': l!~ r-:-:,", 1:1'::;.. ~;::,~'~I County
I f..ttCcr:"'lT~;:; .....:';~.~a,.;l ;:,1997
i .
Ml.il'l,)Of'.fvr~IVJ:'a~..:nc.~
(tc:,;,i.J.....,
"I
"
I
i
I
I
i
I
,
/300')1ISIo'
Estate Valuation
I. tate oft Irvin Kiehl
Dlte of Deathl 07/04/96
Valuatlon Oatel 01/04/96
proce',ing Datel 07/23/96
Number of Securltle. 2
Shun Security
or Par Delcri.pt1on
11 3 UNlSYS CORP 19092141081 '151'\)
07/05/96
07/03/96
NYSB
21 23 CLARY CORP 11821201Q2) 'I S'l4B
06/17/96
Pacific
Hean
'lor Mj,
Div/lnt
Aecrua 1
Security
Value
IIlgh/Alk
Lov/Bld
6,75 6,5 IIIL
7,0 6,625 IIIL
Ii ,118150 20.16
,815 ,815 II/L
0.875000 20,13
$40.29
$0,00
Total - Security Valuesl
Total. Accrual'l
TOtal Portfolio Value :
$40. :29
This report va. prepared u.lng Estate-Val, a service of EVP Systems, Ine, For additional information. plea.. call
13301 393.1741.
REV-150IlEX. (fl."I
CO....O~WEALT~ OFPENNSn VANI'
INti RilA~ E fAI(REfURN
R ~IOEN OECEOENf
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Irvin H, Kiehl
5511 172,01,1,037
07 /01,/1996
Jalntton.nt(I):
A.
NAME
Irvin E. Kiehl
ADDRESS
101 Wn1ton Street
Lemoyne, PA 170/,3
B,
Robert Kiehl
275 Hoffman Road
Gettysburg, PA 17325
C,
JalnUy-awnod p,aporty:
FILE NUMBER
2196-0583
RELATIONSHIP TO DECEDENT
Son
Son
LETTER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
ITEM FOR MADE DESCRIPTION OF PROPERlY
NUMBER JOINT OF ASSET %INT, ~ECEDENTINTEREST
TENANT JOINT
1 A&B 01/05/95 Dauphin Deposit Bank and 5,543,95 33,31,% 1,84B,35
Trust Company Checking
Account #51203235
Accrued Interest 3,05 33.34% 1.02
2 B 01/31/95 PNC Bank Certificate of 20,000,00 50,00% 10,000.00
Deposit 1121001030705
Accrued Interest 168,71 50,00% 81,,36
3 B 01/31/95 PNC Bank Certificate of 5,000.00 50,00% 2,500.00
Deposit 1121001030707
Accrued Interest 42,18 50,00% 21. 09
TOTAL (Abo cnler on Ilno 6. ROC3P11u131l0n) 5 14.454.82
(II morc np3CO IS noodod. Insert 3ddllJOn31 sheots of S3mo SIZO.)
Copyrtghl(CIIIlIl4 for," loftw&'e onlyCPS.,..le/llI,lnc,
Fo,," 1500 Sclledule F {Rev, 12.181
Estate of: Irvin H. Kiehl
Sac See 1*: 172-01-4037
Date of Death: 07/04/1996
Continuation of Schedule G
(Transfers)
Item Description of Property Exclus ion Total Value Deeds Dollar Val of
1* of Asset % Int Deeds Interest
32 $25 U.S. Treasury Savings 116,77 116.77
Bonds Series E dated 11/69
due 11/01/99
33 $25 U.S, Treasury Savings 117.37 117,37
Bonds Series E dated 12/69
due 12/01/99
34 $25 U.S. Treasury Savings 118.79 118.79
Bonds Series E dated 3/70
due 03/01/2000
35 $25 U.S. Treasury Savings 116.46 116,46
Bonds Series E dated 04/70
due 04/01/2000
36 $25 U.S. Treasury Savings 116.46 116.46
Bonds Series E dated 05/70
due 05/01/2000
37 $25 U.S, Treasury Savings 117.01 117,01
Bonds Series E dated 06/70
due 06/01/2000
38 $25 U,S. Treasury Savings 158.10 158,10
Bonds Series E dated 08/60
due 08/01/2000
39 $25 U.S. Treasury Savings 159.93 159.93
Bonds Series E dated 09/60
due 09/01/2000
40 $25 U.S, Treasury Savings 159,93 159,93
Bonds Series E dated 10/60
due 10/01/2000
41 $25 U.S. Treasury Savings 157.08 157,08
Bonds Series E dated 02/61
due 02/01/2001
42 $25 U.S, Treasury Savings 317.78 317.78
Bonds Series E dated 03/61
due 03/01/2001
Estate of: Irvln II. Klehl
Sac Sec": 172-01-4037
Date of Death: 07/04/1996
Contlnuatlon of Schedule G
(Transfers)
Item Descrlption of Property
"
Exclusion Total Value
of Asset
Decds Dollar Val of
% Int Decds Interest
43 $25 U,S, Treasury Savings
Bonds Series E dated 04/61
due 04/01/2001
44 $25 U,S. Treasury Savings
Bonds Series E dated 05/61
due 05/01/2001
45 $25 U.S. Treasury Savings
Bonds Series E dated 09/61
due 09/01/2001
46 $25 U.S, Treasury Savings
Bonds Series E dated 10/61
due 10/01/2001
47 $25 U,S, Treasury Savings
Bonds Series E dated 11/71
due 11/01/2001
48 $25 U.S, Treasury Savings
Bonds Series E dated 06/72
due 06/01/2002
49 $25 U.S. Treasury Savings
Bonds Series E dated 12/72
due 12/01/2002
50 $25 U,S. Treasury Savings
Bonds Series E dated 01/73
due 01/01/2003
51 $25 U.S. Treasury Savings
Bonds Series E dated 02/73
due 02/01/2003
52 $25 U.S. Treasury Savings
Bonds Series E dated 03/73
due 03/01/2003
53 $25 U,S. Treasury Savings
Bonds Series E dated 11/64
due 11/01/2004
158.88
158.88
308,50
308.50
315.88
315.88
157.93
157,93
96,49
96.49
95.32
95.32
93.86
93.86
94.76
94.76
95,00
95.00
190.00
190.00
144.89
144,89
Estate of: Irvin H, Kiehl
Soc Sec #: 172-01-4037
Date of Death: 07/04/1996
Continuation of Schodule G
(Transfers)
Item Description of Property Exc Ius ion Total Value Decds Dollar Val c.f
# of Asset \ lnt Decds Interest
54 $25 U,S, Treasury Savings 87,77 87,77
Bonds Series E dated 12/74
due 12/01/2004
55 $25 U.S. Treasury Savings 81.. 53 81,,53
Bonds Series E dated 11/75
due 11/01/2005
56 $25 U.S. Treasury Savings 81. 81 81. 81
Bonds Series E dated 12/76
due 12/01/2006
57 $25 U.S, Treasury Savings 64.81 64,81
Bonds Series E dated 11/79
due 11/01/2009
58 $3,000 Dauphin Deposit Bank 3,000,00 3,000.00
and Trust Co. Certificate
of Deposit #8000147548 3.6\
due 07/13/96
Accrued Interest 6.21 6.21
59 $5,000 Dauphin Deposit Bank 5,000.00 5,000.00
and Trust Co, Certificate
of Deposit #8000148129
5,37\ due 12/07/97
Accrued Interest 19.86 19.86
60 $5,000 Harris Savings Bank 5,000,00 5,000.00
Certificate of Deposit
#0162276333 5,43\ due
01/27/97
Accrued Interest 2,23 2.23
61 $5,000 Harris Savings Bank 5,000,00 5,000.00
Certificate of Deposit
#0162276334 6,21\ due
07/26/97
Accrued Interest 2,55 2,55
62 $5,000 Harris Savings Bank 5,000,00 5,000.00
Certificate of Deposit
#0162276332 5,82\ due
01/12/98
Accrued Interest 2.39 2.39
63 $50 U.S, Treasury Snvings 244,01, 21,4 , 04
Bonds Series E dated 05/66
due 05/01/96
. .
Estate of: Irvin H. Kiehl
Soc See #: 172.01.4037
Date of Death: 07/04/1996
Continuation of Schedule G
(Transfers)
Item Description of Property
#
Exclusion Total Value
of Asset
Deeds Dollar Val of
\ Int Deeds Interest
64 $50 U.S, Treasury Savings 241. 70 241.70
Bonds Series E dated 08/66
due 08/01/96
65 $50 U.S. Treasury Savings 241. 70 241. 70
Bonds Series E dated 10/66
due 10/01/96
66 $50 U.S. Treasury Savings 247.42 247.42
Bonds Series E dated 01/68
due 01/01/98
67 $50 U,S. Treasury Savings 238,18 238.18
Bonds Series E dated 8/69
due 08/01/99
68 $50 U.S, Treasury Savings 236.96 236.96
Bonds Series E dated 1/70
due 01/01/2000
69 $50 U.S. Treasury Savings 193,4B 193.48
Bonds Series E dated 12/71
due 12/01/2001
70 $50 U,S, Treasury Savings 307.54 307,54
Bonds Series E dated 01/62
due 01/01/2002
71 $50 U.S, Treasury Savings 187.32 1B7.32
Bonds Series E dated 11/72
due 11/01/2002
72 $50 U.S. Treasury Savings 163,14 163.14
Bonds Series E dated 11/76
due 11/01/2006
73 $50 U,S, Treasury Savings 131.98 131.9B
Bonds Series E dated 12/78
due 12/01/200B
74 $50 U.S. Treasury Savings 129.62 129,62
Bonds Series E dated 12/79
due 12/01/2009
Estate of: Irvin H. Kiehl
Soc Sec #: 172.01.4037
Date of Death: 07/04/1996
Continuation of Schedule G
(Transfers)
Item Description of Property
#
Exclusion Total Value
of Asset
Decds
\ Int
Dollar Val of
Decds Interest
75 $50 U.S, Treasury Savings 58.32 58.32
Bonds Series EE dated 11/83
due 11/01/2013
76 $75 U,S, Treasury Savings 272.52 272.52
Bonds Series E dated 11/73
due 11/01/2003
77 $75 U.S. Treasury Savings 214.65 214,65
Bonds Series E dated 11/77
due 11/01/2007
78 $75 U,S, Treasury Savings 197.43 197.43
Bonds Series E dated 11/78
due 11/01/2008
79 $75 U,S. Treasury Savings 121. 05 121. 05
Bonds Series EE dated 11/80
due 11/01/2010
80 $75 U.S. Treasury Savings 111. 39 111. 39
Bonds Series EE dated 12/81
due 12/01/2011
81 $75 U.S, Treasury Savings 108.15 108.15
Bonds Series EE dated 06/82
due 06/01/2012
82 $75 U,S, Treasury Savings 87,48 87.48
Bonds Series EE dated 12/83
due 12/01/2013
83 Capital Reserve Account 4,222.17 4,222,17
84 310 shares Dauphin Deposit 8,990,00 8,990.00
Corp" CUSIP #238282107
85 2,088.53 Marketvest Funds 21,698.53 21,698.53
Inc. Short Term Bond Fund
#592
86 491 shares PNC Bank Corp., 14,929.1.7 14,929,47
CUSIP #693475105
F..t~tft V~lu~tlon
Eltate ot I Irvin II. Kiehl
Cate of DeAth; 01/04/96
Valuation Date I 01/04/96
Proceaainq Datel 08/05/96
Numbftr of Securitiea 4
Sh.ueI
or Par
Sf'curity
Delcrlption
1I19h/Aak
LoW/Old
Mft/ln
'lor Adj,
D1Y/lnt
Accrual
Security
VAlue
II
~ooo UUITED STATES
HAt I NA
01/0]/96
Duler Quote.
SVO DO SER II t912554UlOI
0.000\
21
no DAUPIUN DEP CORP IH8~82101l
01/05/96
01/0]/96
NASDAQ
"A 100.0 II/L
100.000000
29,0 ~8,15 II/L
,29,~ 28,15 II/L
29,000000
]0.]75 ]0,0 II/L
]0,875 ]0,]15 II/L
]0,406250
9.9] Bid
9.9]0000
2,000,00
8,990.00
11
491 PNC OK CORP (69]475105)
07/05/96
07/01/96
NYSE
14,929.47
4) 2088.5]1 MARKERVEST ros IHe SIIORT TRH BD 157061E2041
07/0]/96
NASDAO
20,7]9.11
Total. Security Values:
Total - Accrual_:
Total Portfol1o Value :
$46.658,58
$0.00
$46.658,58
Thil report wa. prepared uaing Eatate.Val. a aerv1ce of EVP Syatems, Inc. For additional info~tion, please call
13101 ]9]-1141.
. . j'S,: nJII~. :-0;,,\,
Illlhll\ll~h. P,\ 1~1!li,-,
Decedent Reporting
PNC Bank, N.A.
Two PNC Plaza, 33rd Floor
Pittsburgh, PA 15222
PNCBANK.
September 30, 1996
Dauphin Deposit Bank and Trust Company
Attn: Mrs. Mandy R. Hicks
213 Market Street
Harrisburg, PA 17101
RE:
Irvin
SSN:
000:
H. Kiehl, Deceased
172-01-4037
07/04/96
Dear Mrs. Hicks:
Please find the information you have requested listed below. Also,
please fax me a copy of the death or short certificate at your
earliest convenience to 1-412-762-7149.
CERTIFICATES OF DEPOSIT
#21001030705 Irvin H. Kiehl or Robert A. Kiehl Established 01/31/95
000 Balance: $20,000.00 + $168.71 accrued interest
#21001030707 Irvin H. Kiehl or Robert A. Kiehl Established 01/31/95
000 8a1ance: $5,000.00 + $42.18 accrued interest
#21001017245 Irvin H. Kiehl Bstab1ished 08/19/92
000 Balance: $2,000.00 + $35.67 accrued interest
Sincerely,
~ f' 1/~if/;/
Lisa M. Mahoney~
Decedent Reporting
1-800-762-1775 (#3)
IDHARRIS
n SAVINGS BANK
lI,uns Sa\'lI1J,ts Operalllms Ct'nlt'r
,i:l:; :-;",Ih 121h 5I'l'l'1
I.t'lllllynl', Pt'nnsyl\',lI1ia 1 ill,'~l
71717:l1,!,j.IIl
717;7:11.9:1\12 Fax
September 9, 1996
D'l\l{ilin Dlp:lsit a:mk
P.O. Box 2961
HarrisbJIg, Ph 171 05
The inforMotion which ~ou requectert on the Rccount(c) of
[X!ca1sed (Zodnl Znr.:uri ty Humber 172-01-4037
Account !lumber(s)
01-62-276335 01-62-276332 ~
2~ Yr. Cert. 2~ Yr. Cert.
7-23-95 7-12-95
$2,000,00 $5,000.00
.96 2.39
2,000.96 5,002.39
Living Trust Living Trust
Class of ^cct'unt
Dote OpeMe
rrinci?ol Dolancc
Accr.Jctl !ntcrc:it
Dalance at
Date of Death
.\:CCU't~
Owncr:>>hip
Ilame of Joint
Owner, if any
8-31-95
8-31-95
Dnte Ownershin
\I.~s tstnbli:;h~d
Irvin H. Kiehl
) is as follo'rm.
.
01-62-276333
2~ Yr. Cert.
7-27-94
$5,000.00
2.23
5,002.23
Living Trust
9-1-95
hdcitional Infor-
r.'Iotion R(,C'\\1t'H':tC~
'1hcsc accounts \ooCre op:n€d unler inlivirlual a.nerslUp b>forc reing
transferred uinta the Living Trust.
ACCOUNT NUMBERlS)
CLASS OF ACCOUNT
DATE OPENED
PRINCIPAL BALANCE
ACCRUED INTEREST
BALANCE AT
DATE OF DEATH
ACCOUNT OWNERSHIP
NAME OF JOINT
OWNER (if any)
DATE OWNERSHIP
ESTABLISHED
ACCOUNT NUMBER(S)
CLASS OF ACCOUNT
DATE DPENED
PRINCIPAL BALANCE
ACCRUED INTEREST
BALANCE AT
DATE OF DEATH
ACCOUNT OWNERSHIP
NAME OF JDINT
OWNER (if any)
DATE OWNERSHIP
ESTABLISHED
\
01-62-276334 01-62-276335
2; Yr. O:rt. 2; Yr. Ccrt.
1-26-95 7-23-95
$5,000.00 $2,000.00
2.55 .96
5,002.55 2,000.96
Livirg Trust Livin:J Trust
9-1-95
8-31-95
Sincerely,
~~~~C~,_
'-4Gt'~ L. Clle
Sr. Retail /ldninistratioo Servi= Rep.
D~lJl'ltIN DII't)'1I B~N" ANn T,u/'tl Ct)MI'''N'r. Itt"\NUI"HJlH~. 1'1 NN",-I \'''NI''
"".1
P"GI No
~ of 2
To
~landy R. Hicks
Name: Irvin II. Kiehl
SSN: 172-01-4037
000: 07/04/n6
Accoun t No.
51203~35
5413731701503157
Type
Date Opened
or Issued
------------------------ ------------------------ ------------------------
Checking
Charge Card
------------------------ ------------------------ ------------------------
10/01/28
10/05/32
Date Closed
or Matured
------------------------ ------------------------ ------------------------
08/12/96 lClo3ed)
07/15/!l6 (C103ed)
------------------------ ------- ------- ---_______ _u_________ ________.____, _
Date of Death
Balance $5t5~:.a5
-0-
------------------------
.------------------- ------------------------
PLUS
Date of DSOlth
Accrued Int. $3.05
-".~
u
------------------- -- --- ------------ - ----- ------ ------------.------------
Joint C',vnar:a rr',,'~n~. Kiah1
(if any) Rebert A. Kiehl
~~na
------------------------ -------..---------------- ------------------------
Celts of JC1nt
~n6rship O~/05/~5
-------------------.----- ------------------------ ------------------------
----- -,- --- - - - .. --- ---- ------- ---------- - ------------------ ----- ------------------------
SpeciOlI CcnInents: N/A
ArJdiliun"l in(u,m"Uun "..."il.bl"..t S"O,OO Ptfr hou,-. On" hour InlnllQYfI.
Date Prepared: March 26, 1!l!l7
Prepared by:
Customer N~.,agement Information Dept. lC:.n)
Telephone No. (7~7) ~55-~C5~
, '. '
REV. "It [lC . 1'.111
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.... Prtnl or .
FILE NUMBER
2196-0583
co"::.ot1!~~'l!~' 0{ P'i.~Wr~'."
~1.i/J(.t\,("c',b..1
ESTATE OF
Irvln II,
ITEM
NUMBER
A.
Klehl
SS" 172-01-1,037
07 01, 1996
DESCRIPTION
AMDUNT
I
Funeral expon..o:
Pathemore Funeral lIome Inc - Funeral Expense
7,639.83
B. AdmlnlatraUyo Coals: Dauphln Deposit 8ank and Trust Co.
1. PorsDnal Roprosentativo Comnisslons 130, 00
Social Sccurl1y Numbo, 01 Personal Repre.onlatiyo: -23-1938833
Yaa, Convni.slons paid
2. Anornoy Foo' Stone & Stone 130 . 00
3. Flll11ily Exomption
Clalmanl Rolatlon.hlp
Addro.. 01 Clalman' at docodon\'. doalh
Slrool Addross
City S'alo Zip Codo
4, P,obllo Foo. Register of Wllls 66.00
C. Miscellaneous Expenses:
I Bell Atlantlc PA Telephone Expense 23.77
2 Vital Statistics Cost of Four Death Certificates 12.00
TOTAL (Also onlo' on hno 9, Roca 'Iulation)
(If more space Is needed. Insert addlUonl1 sheets of same Ilze,)
Copynghtfc:I'''. fo,," 1011""'1'. only CP5YII."'I, Inc:,
s 8,001.60
Fa,,,, 1500 5C:".Il\lI. H{A.", '.811
, " ' , ..
REV- UI1 U+ 12-"1
ca...~'i.'l:~fI'.'1l" af ~~N.~MlilAN"
,;hioEN1'bl!'crh\NT
ESTATE DF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
2196.0583
Irvin II. Kiehl
ITEM
NUMBER
SSu 172-01.1.037
07 0/. 1996
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A, Taxoblo Boquo.lS:
Irvin E, Kiehl
101 Walton Street
Lemoyne, PA 17043
Son
1/2 share of
Residue
2
Robert A, Kiehl
275 lIoffman Raad
Gettysburg, PA 17325
Son
1/2 share of
Residue
3
Mary M. Morrow
330 Market Street
Lemoyne, PA 17043
None
2,000
Cash Bequest
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B, Choriloblo ond Gavornmcnlol BoquOSI.:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also onler on lino 13, Rocopilulollan)
(II moro spaco is noodod, insort additional shoots 01 soma siZO,)
Cop'f'/gh1ltl HlgC for," lofl'l'lfl'eonly CPSylleml, 'nt,
s
Fo,," 1500 Scl'ledul. J (Rev, 2-11)
0.00
,
I
I
I
I
,
I
I
.
t
I
I
I
L-fOIDHfIf
I
I
I
I
t
,
!
I
!
I
I
,
I
I
,
I
I
I
I
I
I
I
I
I
!
......IWI.I....)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
DNo. AA 185351
ACN
ASSESSMENT I':'
CONTROL ...
NUMBER
RECEIVED FROM:
6
AMOUNT
DAUPHIN DEPOSIT BK & TR CO
ATTNIMANDY HICKS,TRUST OFFICER
213 MARKET STREET
HARRISBURG, PA 17101
,01
1IIC:, 3 J.., . 13
ESTATE INfORMATION:
~ filE NUMBER
Y 21-1996-0583
~ NAME Of DECEDENT (lAST)
~ KIEHL IRVIN H
II DATE Of PAYMENT
B POSTMARK DATE
COUNTY
SSN 172-01-4037
(fiRST) (MI)
CUMBERI.AND
DATE Of DEATH
m TOTAL AMOUNT PAID
$2.379.73
VZ
REMARKS
DAUPHIN DEPOSIT BK & TR CO
ATTNI NANDY HICKS TFlUSTOFFICER
CHECKlI 7591,28
. SICiNA1'U~E
" ,
RECEIVED BY
SEAL
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
- -.. .~ _..__. -..- -~- --... -- .
-- ---. -- --- -~. --- ,<- --_.- -+-_.
..---
-.-'.........-JlcI.~-..J..,...'F 'r'".
" ",',
i~
If) //(..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. i
/
BUREAU OF INOIVIDUAL TAXES
IHIt(AIUNC[ fAll DIVISION
DEP1' , ,,&0601
IlAARISBURC, Pi 11121-0601
NOTICE OF INItERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIONS ANO ASSESSHENT OF TAX
MANDY R HICKS
DAUPHIN DEPST
213 MARKET ST
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BK & TR C
PA 17101
06-30-97
KIEHL
07-04-96
21 96-05B3
CUMBERLAND
101
AIlount Rellltt.d
c/
,*'
'19.""" ,n CII."I
IRVIN
H
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ii"iv:iS'4TEX-AFP-iiii-:97Y"NCi'ficE--OF--fNHEifiTANCE-YA'in\piiiiiiisEHEN'r-,--''ii.i:OWAiicE-ifR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KIEHL IRVIN H FILE NO. 21 96-0583 ACN 101 DATE 06-30-97
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al E.t.t. (Sch.dulo Al (11
2. Stocks and Bonda (Schedule 8) (2)
3. Clo..ly Held stock/Partnership Int.r..t (Schedule C) (3)
4. Harig.gas/Not.. Receivable (Schedule DJ 14.
S. Cash/Sank Deposits/Misc. P.rlonal Property (Schedul. El IS)
6. Jointly Owned Property (Schedul. fl (6)
7. Tranlfa,.s (Schedul. OJ 17l
8. Total AI..t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expans../Ad.. COlts/HIIC. Expanse. (Schedule H) (9)
10. D.bt./Norto.o. Ll.bl1ltl../Ll.n. (Sch.dul. II 1101
11. Tot.l Deductions
12. Het V.lue of Tax R.turn
13. Ch.rit.ble/Govern"ent.l Bequ..t. (Schedul. J)
14. N.t V.lu. of E.t.t. Subj.ct to T.x
I CHANGED
.00
43.10
.00
,00
47.47
14,454.82
94.172.76
(BI
8,001.60
896,51
1111
1121
1131
1141
NOTEI To in.ure proper
cr.dit to your account,
.ub.it the upper portion
of this for. with your
tax pay".nt.
108,718.15
R,RqR 11
99,820.04
.00
99,820.04
NOTE:
14. IS and/or 16, 17 and 18 will
returns assessed to date.
If an assessment was issued previously, lines
reflect figures that include the total of ahh
ASSESSMENT OF TAX:
15. Anount of Lin. 14 at Spou.al rate (15)
16. A.ount of Lin. 14 taxable at Lin..l/Cl... A rat. (16)
17. Anount of Lin. 14 taxable at Collat.ral/Cls.s B rate (17)
18. Principal Tax Due
TAX CREDITS:
PAYNENT
DATE
10-03-96
04-04-97
RECEIPT
HUNBER
AAI46813
AA185357
DISCOUNT It I
INTEREST/PEN PAID (-I
189.47
.00
.00 X .00=
97,820.04 X .06.
2,000.00 X .15.
I1S1
AHOUNT PAID
3,600.00
2,379.73
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
5,869.20
300,00
6,169.20
6,169.20
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN 11, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FOR" FOR INSTRUCTIONS. I
, ~
"..-.
.,,-.....J
RESERVATIONI E.tat., 0' dacad.nt. dyIng on or bafor. D.c..bet IZ, 1982 ~- If any future Int.r..t In the ..tat. I, tran,farred
In Po.....lon or .nJoy..nt to Cl... a (collat'ral) ban.flef,rl.. of the dlced.nt .ft,r the Ixplratlon of any ..tat. for
II'. or 'or y..r., the Co..anN,.lth hareby Ixpr...ly r".tv.. the right to appral.. and ...... tran".r Inheritance Tax..
at the lawful CI... a (coI1".ra.) rat. on any luch future Int.r..t.
PIJRI'OS[ OF
HOTlCE~
To fulfill the requir...nta of Sactlon 214D of the Inherltanca and E,t,t, Tax Act, Act 21 0' 1995, (72 P.S.
Section 914D).
PAVHEHT:
D,tach the top portIon of thl, Hotlea and lubalt with your pay.ent to the Raglltar of Will, printed on the r.var.. .I~.
....Hllh check or IKHMIY order payable to: REGISTER OF' HILLS, AGENT
REf1JND(CRh
" r.fund of . tax cradlt, which va. not ra~.tad an the Tax R.turn, ..y b. r.qua.tad by coaplatlng an "Appllc.tlon
far R.fund of P.nn.ylvanla Inh.rltance and E.t.ta Tax" (REV~llll). ApplIcation. ara avallabl. at the Dfflc.
of the R.gl.t.~ of Will., any of the 21 R.v.nue DI.trlct Dfflca., or by c.lllng the .paclal 2~-hour
an.warlng ..rvlc. nuab.r. far fora. ord.rlng: In Penn.ylvanla 1~100-36Z-Z0S0, out. Ide pann.ylvanla .nd
within local H.rrlsburg .r.. (111) lI1-a09~, fOOl (111) llZ-ZZSZ (Ha.rlng I.p.lrad Only),
OIJECTIDNSI Any p.rty In Intar..t not ..tl.fl.d with the .ppr.I....nt, allowanca or dl'.llowanc. of d.ductlon., or .......ant
of t.x (IncludIng dl.count or Intar..t) a. .hown on thl. Notlc. au.t obJ.ct within .Ixty (60) day. of r.calpt of
this NoUc. byr
--wrlttan prot..t to the PA D.parta.nt of R.v.nu., Board of Appa.I., D.pt. Z11021, H.rrl.burg, PA
--.Iactlon to h.va the .att.r d.t.r.ln.d at audit of the account of the p.r.onal r.pr...ntatlv.,
--app.al to the Orphan.. Court.
11121-1021,
OR
ADtUN
ISTRATIVE
CORRECTIDHSJ
F.ctual .rror. dl.cov.r.d an thl. ........nt .hould b. .ddr....d In writing tal PA D.p.rt.ant of R.V.nue,
Bur.au of Individual T.x.., AlTH: Po.t A.......nt R.vl.w unit, O.pt. ZI060l, H.rrl.burg, PA I11ZI-0601
Phon. (717) 181-6505. Se. page 5 of the baokl.t "In.tructlon. for Inh.rltanc. Tax R.turn for a R..ldent
D.c.dent" (REV-1501) fo~ an .xplanatlon of adelnl.tratlv.lY corr.ct.bl. .rror.,
DISCDltfTJ
If any t.x due I. paid within thr.. (l) c.l.nda~ .onth. .ft.~ the d.c.dant'. d.ath, a flv. p.rc.nt (5~) dl.count of
the tax paid I. allowed.
POCAL TVI
The 15X tax .-n..tv non-pa~tlclpatlon penal tv I. co~t.d on the total of the tax end Int.re.t ......ad, end not
paid b.for. January 18, 1996, the flr.t day aft.~ the and of tha tax ......ty p.rlod. Thl. non-pa~Uc1paUon
panalty I. .ppe.labl. In the .... aann.r end In the the .... tla. p.~lod a. you would appe.1 the tax and Int.r..t
th8t ha. bean ......ad a. Indlcat.d on thl. notlc.,
ImRESTI
Int.r..t I. charg.d b.glnnlng with fl~.t d.y of d.llnquency, o~ nlna (9) eonth. and Dna (I) day fraa tha d.ta of
death, to the data of paye.nt. Tax.. which beca.. d.lInqua"t balora Janu.ry I, 19U b..~ Intar..t .t the rata of
.Ix (6X) p.rcant p.r annua calculated at . dally ~at. of ,OOOI6~. All taxI' which b.c... dallnquent on and aftar
January 1, 198Z will ba.~ Int.r..t at a ~.t. which will vary fro. c.l.ndar year to calendar y.a~ wIth that rat.
announcad by the PA D.part..nt of Rlv.nu.. Th. appllCabl. Int.r..t rat.. for 191Z through 1991 ar.,
'!!!!: Int.,...t Rate D.lly Int.,...t Fllcto,. !!!! Int.r..t Rllt. Dally Int.,...t Factor
nl2 ZDX .000548 1987 'X .000241
un 16% .00UlI 1981-1991 l1X .00nOl
1914 U:C: .00OSOI 1992 'X .ODDZU
1985 15X .000156 1993-1994 7% ,000192
1986 10% ,000274 1995-1991 'X ,000247
nInt.r..t Is c.lculat.d o. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. I..ued aft.~ the tax baeo... d.llnqu.nt will r.fl.ct an Int.,...t calculation to flftean CI51 day.
b.yond the date of the .......ant, If payaant Is .ade .ftlr the Int.r..t co~t.tlon data .hewn on tna
Notlc., ItddIUonal Int.,...t au.t be calcul.t.d,
DR
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Irvin H. Kiehl
Date of Death: July 4, 1996
Will No. 2196-0583
To the Register:
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.
Yes -1L-
State whether administration of the estate is
No
complete:
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 representative file a final
account with the Court? Yes No X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes --!- No
(d) Copies of receipts, releases, joinders and
appr~vals of formal or informal accounts may be filed with
'. the 9~erk'o~ the Orphans' Court an be attached to this
report. /
(
Date:
t,
,.'1 '\(-"'i~
-
'.1.
"
Dav: d H. n, Esqu,i-re
414-Bridge'/street
New cumberland, PA 17070
717-774-7435
ci l.
p,'l
:-p,
,
~:i
,...)~
Capacity:
Personal Representative
X Counsel for Personal
Representative