HomeMy WebLinkAbout96-00599
No. 21-96- 599
Eslale of
Richard a. Heisey
, Deceased
DECREE OF PROBATE AND GRANT 0.' LETTERS
AND NOW AUGUST 5. 19.J!L, in considcralion of Ihe pelition on
the reverse side hereof, satisfactory proof having been presel1led before me,
IT IS DECREED Ihat Ihe instrulI1enl(s) dated October 20. 1981.
described therein be admilled 10 probate and liIed of record as the last will of
Richard a. Heisev
and Lellers of administration c.t.a.
arc hereby grallled 10 Winifred E. Hartz
Probale, Lellers, Etc. .........
Short Cerlificales( 1) .. . . . . . . . .
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JCCllIIIClallOn ................
$
$
$
$
TOTAL _ $ 38.00
AUGUST 5 1996
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(I Rgtisler of Wills U
MAKY C. LEWIS
Frey und Tiley
By Robert M. Frey, Esquire #06274
FEES
ATIORNEY (Sup. Cl. 1.0. No.)
5 S. Hanover St., Carlisle, PA 17013
ADDRESS
Filed
717-243-5838
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COMMONWEALTH OF PENNSYlVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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should she not survive my mother then the Rhare Rhl! would have reeelved
Rhall he paid to Gl'llee United MethodlHt CllIn'ch, I'omf""t and WeHt Stl'eets,
Carlisle, PennHylvanla, to he uSl'd fOl' Hlwh pUl'pOHI' Ill' pllrpoHeH as the
orrtclal Boal'd of Hald chlll'eh shall deem heHt, and the otlll'l' one-haH Hhall
he paid to my friend, MIHH Winifred E. lIartz, of the Village of Allen In
Monroe 'l'ownHhlp, Cumherland County, Pennsylvania, pl'ovlded she shall
be then living, but should she fan to Hurvlve my mother then the share she
would have received shall he paid to GI'I\(!e United Methmllst Church,
Pomfret and West Streets, Carlisle, Pennsylvania, to he used for such
purpose 01' purposes as the orrtclal Board of Haid church shall deem best.
3. I hereby nominate, constitute and appoint Commonwealth Nallonal
Bank and its successors, 1 North Hanover Street, Carlisle, Pennsylvania,
as Executor of this my Last Wlll and Testament and I further direct that
It shall not be required to post any bond to secure the faithful performance
of Its dulles in the Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WIIEREOF, I have hereunto Ret my hand and seal to this
my Last Wi11 and Testament written on 2 pages this 20th day of Octoher,
19B 1.
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Rlcil~rd G. Heis6y
(SEAL)
Signed, sealed, puhlished, and dee1ared hy RICHARD G. HEISEY, the
Testator above named, as and for his Last Will and Testament, In our presence,
who, In his presence, at his request, and in the presence of each other, have
hereunto suhscribed our names as alleHlIng witnesses.
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Page' 2\of,2. Pages
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21 - 96 - 599
Ri~G1STER 0.' Wil.LS 0.' COUNTY
OATH OF SUBSCRIBiNG WiTNESS
JOAN B FRY
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~llj(a subscribing wilness 10 Ihe will presenled herewilh, Ctll~)) being duly qualified according to
law, depose(s) Dnd say(s) that SHE WAS preselll and saw
RICHARO G HEISEY
the teslDt OR , sign the same and that SHE signed as a wilness at the
request or testat~ in hIS presence and (in Ihe presence or each olher) (in the presence or the
other subscribing wilness(es)).
Sworn to or affirmed and subscribed berore
me this 1 ST day or
,tf/..<.u
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(Name)
Register
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( Address)
(Name)
(Address)
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REGiSTER OF WiLLS OF COUNTY
""", OATH OF NON-SUBSCRIBiNG WiTNESS
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(each) a subscriber herelo, (e~ch) being duly qualified according 10 l~w,,-d("pOS;W and say(s) that
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ramlliar wilh Ihe signature,of/'
. /// codicil
lest at_ or (one or the subscribing \~itnesscs 10) Ihe will presented herewith and
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thai ... believes Ihe signature on Ihe will is in the handwriling or
10 the best or
knowledge and belief.
Sworn to or arrlrmed and subscribed before
me this day or
19_
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(Name) ""
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(Address)
Rc.JKistf!r
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COMMONWIAllIl Of P1ta'~HVAf4IA
OlPAIUMIUf 0' A("'INUI
DIP' ,aOWI
IlAJUlI!lBWIG. 'A 111180601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fOA DATIS Of DIATH AnlA 12/31/91 CHICK HIAI
If A SPOUSAL
POVlAlY CAIDITIS CLAIMID I
fill NUMBIA
21-Ufi-5!HI
(autlly (aUI
_ll(!J~l!YJJilchllr9_~____ _ [ __ [ _ Swulrn lIeulth Cenler
~OCtAl ~I(URlIY t.lU""'''' lJAII O'OIA'" IlAII 0111"111 210 Big Spring ltd., Newville. Pu. 17241
201-18-3199 Murch G, 19% AUI:. 23,1919 CO"", CUlllbel'lund
f' ..".,,,,, '0'''''''. ..~:~':'~~: ~~'~..~W".~. ";~ -]':'~ ::u.;,. ~""~~=__ .t:;~:'(("'~' I:~'_ "~"'U:\i__ ___ _ -..-----..
[I 2 Supplomo..al Ro'ur. [J J.
rJ 5
~ 8. Total Number of Safe Depolit BOllel
[J 40 future Interelt Compromile
(for datel of death after 12.12.82)
Decedent Died rellate fJ 7. Decedent Maintained a living Trull
(Attach copy of Will) IAlloch copy of Trull)
1W:'CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
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Original Return
limiled Eltale
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Frey and Tiley
TfUPHON( NUMIEII
'HAW
t~UM8[ R
243-5838
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1. Roal E,la'o (Sthodulo AI
2. Sloch and Bondl ISchedule BI
3. Clolely Held Stock/Partne"hip Inlerest (Schedule q
4. Mortgogel and Notel Receivable (Schedule D)
5. Calh, Bank Deposi" & MilCellaneoul Pe"onol Properly
(Sthod,Io E)
6. Jointly Owned Property (Schedule fl
7. Tra.sfo.. (Sthodulo G) (Sthod,lo L)
8. Total Gran Ane" (total linel 1.7)
9. Funeral hpenlel, Administrative CO"" MilCcllaneoul
hpenle' (Schedule HJ
10. Deb", Mortgage liobililiel, liens (Schedule I)
11. Total Deduction, (totollinel 9 & 101
12. Net Value of Eltote (line 8 minul line 11)
13. Charitable and Governmental 8equel" (Schedule JI
lA. Net Value Subject to Tall. (line 12 minul line 131
15. Spoulal Trantlers lfor dales 01 dealh after 6.30.941
See Instructionl for Ar,plicoble Percentage on Revene 115)
Side. (Indude voluel rom Schedule K or Schedule M.)
16. Amount of line 14 rOlloblo at 6% role 116)
(Indude values from Schedule K or Schodule M.)
17. Amount of line 14 tall.oble at 15% rate (17)
(Indude values from Schedule K or Schedule M.)
lB. Principal tOll. due (Add to... from linel IS, 16 and 17.)
19. Credi" Spoulol Poverly Credit Prior Paymentl
lJltllllljl ~ (u~r.nliJiiiii;\
Remainder Return
liar dotes of death prior 1012.13.821
Foderol Eltate To... Relurn Required
COMPUI( MAIUI~G ADORU!.
5 South lIanover Street
Carlisle, PA 17013
( I I __ _______uQ~_QQ____
12 )______ _~._.ll_l!..._.__
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14)________ 0.00-__
15) ___ _.___0.00__
16) ___u_ __ _J!.._OO__
(7) __________0_._0.0____
(Q 1____ _}J 55Q~L__
16)
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(lOI________on________
3,550.80
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(~_55~..!l.OL__
(II)
(121
(lJI
(141
(3,550.80)
-----.-----.----..- )(
)( .06 =
_. ___. _._______x .15 =
(161
Dilcount
InterClt
+--~~._-
(lQI
120)
20. If line 19 il greater than line 18, enler Ihe difference on line 20. Thil il Ihe OVERPAYMENT.
aD
Check hero if you ore requesting 0 refund of your overpayment.
21. If line 18 is greater rhon line 19, enler the difference on lino 21. Thil il the TAX DUE.
A. Enler the interelt on the balance due on line 21A.
e, Enter the total of lino 21 and 21A on line 21B. This il the BALANCE DUE.
Mak, Ch.de Payabl. 'a: R,gl.t,r of Will., Ag,nt
e ~ >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under penalliel of perjury, I declaro Ihot I have examined rhil return, including accompanying lChedulel and llolemenh, and 10 Ihe bel' of my knowledge and belief,
il jl 'rue, correct and complete. I declore thaI all reolelto'., hOl been reported 0' Irue mor~el value Declaration of preparer other than the penanal rllprelentalive il
baled on all information of which preporer hOl any knowledge. _ _ _.. .. . . _ _ __ ,... .. _ _ _, .._.____
"<;"J'UII 0""'0" ""~"I fa":;! II1U'" AOOII" .. . ___~__n___~._ - - -- .. - ... . . - OA'; _ -----..-----
f.o\;1i~I~~ IlL" L" -ddo\t.riNlA';" P:O~;'~OX _3.!J4, CnrIlsle,PAl70 13 n~f?V' _~~__ 1997
-l-~"'-' - h.. "'~_____!L~!...t!!!I1Qy.cr.:;;t.,{':urlisle, J'A 17()I 3 Nov.. (,I!!Jl!_
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(216)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COI.OMOfM'fAL lit or I'(NtI$Yl VA"'A
INIIERIIANCE lA. RETURN
R " "
FILE NUMBER
21-96-599
ESTATE OF
IUClIAIW G, IIIl1SEY
Debtl of decedent mUll be reported on Schedule I.
ITEM
NUMBER
A
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, funeral services
2,80G.71
B. ADMINISTRATIVE COSTS:
1. Personal Represenlalive's Commissions
Name 01 Pe~nal Rep<esenlalive (s)
Social SlOJrily Numbe~s) I EIN Number of PelSO.al Represenlalive{s)
Street Address
City Slate Zip
Yea~s) Commission Pa~:
2. Altomey Fees 500.00
3. Family Exemption: (II decedenfs address ~ not Itle same as claUnanfs. attach e.planation)
CIaUnant
Street Address
City Slate Zip
RelationShip 01 CIaUnantlO Decedent
4. Probate Fees 38.00
5. Arx:ountanfs Fees
6. Tax Relum Preparefs Fees
7. Vital Records, 3 death certificates 9.00
8, Cumberland Law Journal, advertising Letters 60.00
9. The Sentinel, advertising Letters 62.09
10. Lettering monument 75.00
TOTAL (Also enter on line 9. Recapitulation) $
(If more space Is needed. insert additional sheets of the same size)
3,550.80
1.'/_ II ,/-J
8U~EAU OF INDIVIDUAL TAXES
'....AITANC[ IAIl DIVISION
DlPf. lIUOt
UARRISIURG. PA UIlI-06Gl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t>
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NOTICE OF INltEAITANCE TAX
APPAAISEHENT, ALLOWANCE OA OISALLDWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
In. I'" 1111' III.tlt
FREY 8 TILEY
5 S HANDVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-16-98
HEISEY
03-06-96
21 96-0599
CUMBERLAND
101
RICHARD
G
PA 17013
Allount R...ttt.d
HAKE 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 ~
REV:is4TEX-AFP--io'9-:m--iiii"ficE--0j1-YN"HEififAiicn'iiinipPRA"iSEifiii'r,--ALi"OWAiicE-iilim-m---m----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEISEY RICHARD G FILE NO. 21 96-0599 ACN 101 DATE 02-16-98
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roo1 E.toto (Schodule Al (II
2. Stock. end Band. (Schodulo 8) (2)
3. Clos.ly Hald Stock/P.~tn.~.hlp Int.~..t (Schedul. Cl (3)
4. Hortg.g..IHot.. Receivabl. (Schedule OJ (4)
S. Cash/Sank Deposits/Hisc. Parsonal Property (Schedul. EJ (5)
6. Jointly Owned Property (Schedule f) (6)
7. Transfa,.s (Schedul. G) (7)
8. Total Alsat.
CHANGED
. 00 NOTE: To insure prope,.
. 00 credit to your account"
. 0 0 sub"it the uppal" portion
. 00 of thh foro with your
.00 tax pay...nt.
.00
.00
(B) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
3,550.80
9. fune,.al Expans../Ad... COlts/HIIC. Exp.n.el (Schedule H) (9)
10. Dobt./Hartgaga Liabilitio./Lian. ISchadula II (10) .00
11. Total Doduction. 1111
12. Not Velua of lex Roturn (12)
13. Cherltable/Gav.rn.antal B.qu..t.; Non~.lect.d 9113 Tru.t. (Sch.dul. J) 113)
14. Not Veluo of E.t-ta Subjoct to Tax (14)
NOTE: If an assessment was issued previDusly, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of abh returns assessed to date,
ASSESSHENT OF TAX:
15. Anount of LIn. 14 at Spousal rat. 115)
16. Anount of lJne 14 taxeble .t lln..l/Cl... A rat. 116)
17. Aoaunt of Line 14 taxablo ot Collataral/Cla.. B rato (17)
18. PrIncipal Tax Du.
~.~~n RO
3,550.80-
.00
3,550.80-
will
TAX CREDITS:
PAYHENT
DATE
.00 X .00.
.00 X .06.
.00 X .15.
liD)
.00
.00
.00
.00
RECEIPT
NUHBER
DISCOUNT (')
IHTEAEST/PEN PAID (-)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
w IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDH OF ADDITIONAL IHTEREST.
( IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIAED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE AEVERSE SIDE OF THIS FDRH FOR INSTAUCTIOHS.)
RESERVATION I E.t.t.. 0' decedent. d~lng on or be far. Dec.aber IZ, 198Z -- S, eny 'uture Int.r..t In the ..t.t. II tren.f.rred
In po.....lon or anjo~.ent to Cl... B (coU.t.r.ll b.neflchrt.. 0' the decltdent .ft.r the .xplratlon of eny ..tat. for
Ilf. or 'or y..r., the Co.-onw..lth her.by ."pr...ly r...rv.. the right to appr.I.. end ...... tren.f.r Inh.ritanc. T.x..
at t~ law'ul Cl... . (coll.t.r.l) r.t. on any luch future Int.r..t.
PIJAPO<[ llI'
Hanet r
To ful'\ll the raqulr...nt. of Sactlon ZI~O of the Inh.ritanc. end E.t.ta T.. Act, Act ZI of 1995. (7Z P.S.
S.ction 910\0),
PAYMENTr
Datach tha top portion of thl. Hotle. and .ub.lt with your p.ya.nt to the R.gl.t.r of Will. prlnt.d on the rav.r.. .Id..
--"aka ch.ck or .on.y ordar panbl. to: REGISTER OF HILLS, AGENT
REflI(CJ (CA)I
A r.ftni 0' a tax credit, which WII not requutlaCf M the Ta. R.turn, ..y be r.que.ted by co.phtlng en "Appllc.tlon
far R.fund of Pann.ylvanl. Inherltanc. and E.t.t. Ta." (REV-ISIS). Application. ar. .vallabl. .t the O'fic.
of the R.gI.t.r of Will., any 0' th. 2S R.v~. Ol.trlct D'flc.., or by calling the 'Plclal Z~-hour
en.werlng ..rv1c. ~.r. 'or 'or.. ord.ring: In P.nn,ylvanl. 1-80D-S6Z-ZD5D, out.ld. P.nn'~lven1a end
within loc.l H.rrl.burg ar.. (717) 781-8094, TDDI (711) 71Z-2Z5Z (He.rlng I~.lr.d Only).
OBJECTIONS:
Any p.rty In Intar..t not ..ti.flad with the .ppr.I....nt, .llowance or di.allowanc. of d.duction., or ........nt
of tax (lncludlng dl.count or int.r..t) a. .hown on th1. Hotlc. .u.t obj.ct within .I.ty (60) da~. of rac'lpt of
th" Hatlce bYJ
--written prota.t to the PA D.part..nt of R.v.nue, Ba.rd 0' Appe.I., D.pt. Z810ZI, Harrllburg, PA
--alact1on to have the ..ttar dat.ralned .t audit of the account of the p.r.on.1 rapr..entatlv.,
nappeal to the Orphanl' Court.
I11Z8-IOZI,
DR
DR
ADHIH
ISTRAnVE
CORRECTIONS:
Factual .rror. dl.covared on thl. ......eent .hould ba .ddr....d In writing to: PA D.p.rt.ent 0' R.vanue,
Bur.au 0' Indlvldu.l T."a., ATTNI Po.t A......ent R.vlaw unit, D.pt. Z80601, H.rrl.burg, PA 17128-0601
Phone Cl17) 711-6505. S.. pag. 5 of tha bookl.t "In.tructlon. for Inherltanc. TalC Raturn for a R..ld.nt
D.cadent" CREV-150l) for an ..planation 0' ad8lnl.tratlv.lY correctabl. error..
DISCotllTJ
If any tax due I. paid wIthin thr.e (]) cal.ndar eonth. .,t.r the dac.dant'. d..th, a flv. percent (5Z) dS.count 0'
the t.. p.ld I. allowad.
PENALTY:
ThI 15% tax aane.ty non.p.rt1cip.tlon pen.lty I. coaputad on the tot.l 0' the t.. and Int.r..t .......d, and not
p.1d b.fora January 18, 1996, the 'Ir.t da~ .fter the .nd a' the tax .an..ty p.rlod. Thl. non-pertlclpatlon
penalty I, .ppe.l.ble In the .... .annar and In the the .... tl.. period .. ~ou would appeal the ta. .nd Int.re.t
that h.. be.n .......d .. Indlc.ted on thl. notlc..
INTEREST:
Int.re.t I. ch.rg.d b.glnnlng with 'Ir.t day of delInquency, or nln. (9) .onth. and ona CI) day froe the data of
d.eth, to thl d.t. of p.Plnt. T..u wh1ch beea.a delinquent before Janu.ry I, 198Z b.ar Intarllt at the rat. of
.i. (6~) p.rcent p.r annua c.lculated at . dally rete of .000164. All t.... which bIe..e delInquent on and .ft.r
January I, 198Z will bear Int.r..t at a r.t. which will v.ry 'roe cal.ndar ~ear to calandar ~.ar with that rate
announced by the PA nep.rt.ent 0' R.venue. Th. eppllcabl. Int.r..t r.t.. far 198Z through 1998 ar.:
!!!r Intere.t Rat. D.lly Interut Factor !!!or Inter..t A.te Dally Inter..t Factor
198Z ZOX .OD0548 1987 9X .000Z47
1915 16:( .0DO~1I 1988-1991 IIX .OD0301
19" lIX .DDOsal I99Z 9X .ODOZ47
19l~ UX .000356 199].1994 1X .OOOI9Z
1966 lOX .0OOZJIl 1995"1998 9X .ODOZU
-"Interut I. c'lculat.d .. follow"
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"-Any Notle. I..u.d a".r tha tax becoe.. delinquent will raflact an Intarllt calculation to f1fta." CIS) d.~.
be~ond thl! data of t.... .......ent. If p.~.."t .. aad. aftar thl Int.rut coaput.tlon data .hown on the
Hotlc., addltlon.l Int.r..t au.t be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Hichllrd G, Jleisey
March 6, 1996
Date of Death:
Will No.
Admin. No. 21-96-599
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 whether administration of the estate is complete:
Yes X 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 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:
c. Did the personal representative state an
account informally to the parties in interest? Yes X 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:
November 14, 1996
vP-
r Cll..~
Signature
h? 'I-, ."-7
Robert M, Frey
Name (Please type or print)
5 South Hanover St.. Carlisle. PA 17013
Address
( 717) 243-5838
Tel, No.
U(5
Capacity:
Personal Representative
X Counsel for personal
representative
(MAH: rmf/ AM])
Cj