HomeMy WebLinkAbout96-00605
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss:
IH111am.^. Campbell, a/1</,a_I\JfS!1<:1 I~. Campb.e_1L.
being duly. .__s2'!()rn.. . .ccerding 10 I.w, deposes .nd ..ys thot he J~.l\dmi ~~ra.!;.()_r ~_
_._ _ .. ___ of tho ed.to of .m~har~otte -.!:!.eff ______
I.te of _ North Middleton Township ., Cumberl.nd County, P.., decoued .nd th.t tho
within is on inventory mode by. him __. _. _ .... .._, the said ^dministrator
of the entire estate of said decodont. consisting of all the porsonal prop..ly and rool eshte, excopt rool ostoto ouhide
the Commonwealth of Ponnsylvania, and that the figuros epposito each itom of the Inventory represent it's fair voluo
u of tho date of docedont's doath.
~worn
and subscribod befere mo,
William ^. Campbell, a/k/a ^lfred W.
,,___ Campbell
e..cutor . Admlnhtu'or
Au I ;) '1 19 97
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If//iLJ!/tt,!tIrl I G(;Y'~.n /vz-4'l
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Be11wood, P^ 16617
Addr...
Ooto of Death
26
-_.~-- -~~-----------------
07
96
O'Y
Monlh
Y..r
INSTRUCTIONS
I. An inventory must bo filed within throo months after appointment of personal ropruontativo.
2. A supplemont inventory must bo filod within thirty days of discovery ef additional osseh.
3. Additional shoeh may bo attached as to porsonalty er roalty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
c..
ClIARLO'l"rF. ~F.FF
deceased
1. Real estate and improvements thereon, situate in North Middleton 5,156 0
Township, Cumberland County, Pennsylvania, known as 945 Trindle
Road, Carlisle, PA 17013.
2. Members Federal Credit Union - savings account #14683-00
Accrued interest to date of death
29,031 1
68 4
3. Mellon Bank cheCking account #192-108-0253
4. Mellon Bank certificate of deposit #00328159
Accrued interest to date of death
9,579 5
10,000 0
71 9
5. Mellon Bank certificate of ,deposit #00328166
Accrued interest to date of death
10,000 0
71 9
6. Mellon Bank certificate of deposit #00328175
Accrued interest to date of death
10,000
71
7. Savings Bonds
Accrued interest on bonds
862 50
3,390 38
8. Ziegler Auction Co. - sale of personal property
9. ITT Hartford _ refund on insurance premium for policy #131109
836 00
203 00
(
119,34 85
~-
ESTATE OF CHARLOTTE NEFF
1996-0060S
FAMILY SETTLEMENT AND FINAL RELEASE
between
ALFRED W. CAMPBELL, a/k/a WILLIAM A. CAMPBELL,
heir of the Estate of
CHARLOTTE NEFF
and
ALFRED W. CAMPBELL, a/k/a WILLIAM A. CAMPBELL,
Administrator of the Estate
of CHARLOTTE NEFF
WHEREAS, CHARLOTTE NEFF, late of Carlisle Borough, Cumberland
County, Pennsylvania, died on July 26, 1996; and
WHEREAS, Letters of Administration were granted to WILLIAM A.
CAMPBELL on August 6, 1996; and
WHEREAS, Amended Letters of Administration were granted to ALFRED
W. CAMPBELL, a/k/a WILLIAM A. CAMPBELL on September l8, 1996; and
WHEREAS, at least 4 months has elapsed since the first
advertisement regarding grant of letters of administration; and
WHEREAS, the said Administrator has gathered the assets of the
estate of the decedent consisting of both real property and
personal property, for a total value of $ ll2,339.65 as more fully
set forth herein, which is a statement of account of the said
1\dministrator;
WHEREAS, the debts and deductions, including the payment of
inheritance tax in the said estate, is $ 37,868.52, leaving a
balance for distribution of $ 74,4 7l.l3 , more fully set forth
herein;
WHEREAS, distributions in the amount of $ 38,000,00 has been
previously made, leaving a balance of $ 36,47l.l3, in cash to be
distributed.
NOW, THEREFORE, WITNESSETH that I, the said ALFRED W. CAMPBELL,
a/k/a WILLIAM 1\. CAMPBELL, in consideration of the above and
intending to be legally bound hereby, does hereby acknowledge that
he has this day received from the said Administrator, in full
Ratisfaction and payment of all sum or sums of money, the assets
] isted in the schedule of distribution, and does hereby bind
himself to the Accounting and Schedule of Distribution attached
hereto and does release the said Administrator, ALFRED W. CAMPBELL,
a/k/a WILLI1\M A. CAMPBELL from any further liability.
AND, I do hereby stipulate that in order to avoid the expense and
time involved in the filing of a formal account and schedule of
distribution, I consent to distribution being made without the
filing of an account and schedule of distril\ution, the same to be
with the same force and effect as if they had been filed and
confirmed by the Orphan's Court Division 0', the Court of Cumber-
land County, Pennsylvania.
THEREFORE, I do hereby remise, release, quitclaim and forever
discharge the said Administrator of and from the said estate and
from all actions suits, payments, accounts, reckonings, claims, and
demands whatsoever for or by reason thereof, or for any other use,
matter, cause or thing whatsoever, touching upon the estate of the
said decedent, and I do further hereby covenant and agree that
should any liability come due to the estate of the said decedent
after the signing of this agreement, I hereby covenant and agree
with each other and the aforesaid personal representative, that I
will contribute pro-rata my share of the estate to satisfy any and
all claims, demands, suits, or causes of action which may be
successfully prosecuted against the said estate or the aforesaid
personal representative after the signing, sealing and delivery of
this family settlement agreement and final release.
IN WITNESS THEREOF, the
11 day of ,,1 " Y
bound hereby.
parties have signed this Agreement this
, 1998, intending to be legally
IH tness :
r\ I
/C[,""~~V '1/'J /F;,j;;" L.
"'J
( i \ '[:"aiJ (/ (;' "' Ikl/J
a/k/a WILLIAM A. CAMPBE
2
"
Administrator ALFRED W, CAMPBELL, a/k/a WILLIAM A. CAMPBELL
accounts for the ESTATE OF CHARLOTTE NEFF as follows:
Date of Death - July 26, 1996
Date of Administrator Appointment - August 6, 1996
Amended Letters of Administration - September l8, 1996
Dates of Advertisement of Letters of Administration:
The Sentinel - August l4, August 2l, and
August 28, 1996
Cumberland Law Journal - August 16, August 23,
and August 30, 1996
Accounting for Period
July 26, 1996 to May 1, 1998
Purpose to acquaint
transactions occurring
administration of the estate
all heirs
during
with
the
An Accounting and Schedule of Distribution is
attached hereto. It is important that these
items be carefully examined. Questions and
requests for additional information shall be
made to:
Richard L. Webber, Jr.
Attorney at Law
366 Green Spring Road
P. O. Box 40
Newville, PA l724l-0040
(717)776-6566
4
l::urrent Value
Fiduciary
Acauisition
Value
RECEIPTS OF PRINCIPAL
RealtYI
1, Real estate and improvements thereon, situate $ 35,000.00
in North Middleton Township, Cumberland County,
pennsylvania, known as 945 Trindle Road,
Carlisle, PA l70l3.
Cash and Cash Equivalentsl
l. Members Federal Credit Union savings
account #14683-00
Accrued interest to date of death
29,031.6l
68.24
2. Mellon Bank checking account #l92-108-0253
3, Mellon Bank certificate of deposit #00328l59
Accrued interest to date of death
9,579,45
10,000.00
71.09
4. Mellon Bank certificate of deposit #00328l66
Accrued interest to date of death
lO,OOO,OO
71.09
5. Mellon Bank certificate of deposit #00328175
Accrued interest to date of death
10,000.00
71.09
6. Savings Bonds
Accrued interest on bonds
862.50
3,390.38
Receipts subsequent to date of death I
(Value when received)
l. Mellon Bank, N.A. - Additional balance in
checking account not listed in date of
death verification
330.13
2, ITT Hartford - refund of insurance premium
for policy #l3ll09
3. Members lst Federal Credit Union - life
insurance proceeds
203.00
l,062.39
4. U.S. Office of Personnel Management - death
benefits
301.03
5. pennsylvania Department of Revenue - Inheritance
Tax refund
2,744.96
6. 1998 county taxes - refund
90.45
6
Current Value
7. 1997-98 school taxes - refund
Reduction of Principal
Difference between Mellon Bank Certificate
of Deposit date of death verification versus
actual proceeds ($30,2l3.27 less
$29,248,77)
TOTAL PRINCIPAL RECEIPTS
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
07/26/96 Hills Department $ 23.94
Store
07/26/96 Paul Bear 75.00
07/26/96 Borough of Carlisle - 6.30
water bill
lO/09/96 Emerald Drug 8.98
10/09/96 United of PA 47.85
10/09/96 Carlisle suburban 67.50
Authority
10/09/96 Martin M.R. Fehl & 25.44
Sons
10/09/96 PP&L 19.68
10/09/96 Robin K. 452.5l
Sollenberger -
1996/97 school taxes
lO/l8/96 Sarah Todd
Memorial Home
2,907.80
ll/03/96 Borough of Carlisle - 6.30
water bill
04/04/97 Internal Revenue 59l.00
Service - 1996
personal income tax
7
Fiduciary
Acauisition
Value
92,33
(964.50)
$112,005.24
Current Value
04/04/97 PA Department of 2,00
Revenue - 1996
personal state tax
BURIAL AND FUNERAL EXPENSES
07/26/96 Ewing Brothers $ 4,l97.10
Funeral Home
04/09/97 Eby Granite 75.00
Works
05/13/97 Eby Granite 75.00
Works
ADMINISTRATIVE EXPENSES
08/06/96 Cumberland County $ 129,00
Register of Wills -
probate fee
08/09/96 Cumberland County 60.00
Law Journal - legal
ad
To Be The Sentinel - 82.58
Paid legal ad - reimburse-
ment to Richard L.
Webber / Jr.
11/l2/96 PP&L l5. 97
11/l4/96 Dauphin Oil Co. l6. 98
11/l9/96 Chambers of PA 80.39
12/02/96 Borough of Carlisle 44.31
l2/17/96
U,S . Treasury - 354.50
refund of overpayment
8
Fiduciary
Acauisition
Value
$ 4,234.30
$ 4,347.10
l2/l7/9G
Ol/05/97
Ol/l7/97
Ol/l7/97
Ol/l7/97
02/2l/97
02/26/97
03/04/97
03/04/97
04/09/97
04/09/97
Current Value
PP&L B .3 B
Borough of Carlisle 27.67
Carlisle Suburban llB.50
Dauphin Oil Co. 44.l0
PP&L 7.42
PP&L 9.27
Zurich Personal 67.50
Insurance
Dauphin Oil Co. 95,97
RobinK. 117.69
Sollenberger, Tax
Collector - 1997
county/twp. taxes
PP&L 7.69
Carlisle Suburban 93.75
04/24/97 Cumberland County 25.00
Register of Wills -
filing fee for
inheritance tax return
and inventory
05/07/97 zurich Personal 44.50
Insurance
05/13/97 Cumberland County l20.00
Register of wills -
additional probate fee
OS/25/97 PP&L 6.72
06/24/97 PP&L 6.45
07/25/97 PP&L 6.45
07/25/97 Carlisle Suburban 93.75
Authority - water &
sewer
9
Fiduciary
Acauisition
Value
Current Value
Fiduciary
Acauioition
Value
03/23/98
04/l5/98
PP&L
7,44
Notary fee .
settlement
2.00
04/l5/98
Carlisle Suburban
Authority - final
water & sewer bill
l4.59
04/l5/98
Caldwell Bankers - 2,500,00
realtor's commission
To Be
Paid
Cumberland County l7,OO
Register of Wills -
filing of Family
Settlement Agreement
$ 5,721.77
FEDBRAL AND STATB TAXES
10/24/96
PA Department of $l7,500.00
Revenue - inheritance
tax
03/03/98
PA Department of
Revenue - 1997
estate income tax
3.00
04/l5/98
Cumberland County
Recorder of Deeds -
realty transfer tax
350.00
$ 17,853.00
FBBS AND COMMISSIONS
Richard L. Webber, Jr. -
5% commission on gross
estate for inheritance
tax purposes, calculated
as follows:
5\ of $ lOO,OOO.OO ~
4\ of $ 19,340.85 =
Less income tax
preparation fee
for 1996 returns
$ 5,000,00
773.63
( 78.00)
$ 5,695,63
11
;
,
I
Current Value
Fiduciary
ACQuisition
Value
SCHEDULE OF PROPOSBD DISTRIBUTION
TO:
$ 36,471,13
WILLIAM A, CAMPBELL
Total Proposed Distribution
$ 36,471.13
ALFRED W, CAMPBELL, a/k/a WILLIAM A. CAMPBELL, Administrator
of the Estate of CHARLOTTE NEFF, deceased, hereby declares under
oath (penalties or perjury) that he has fully and faithfully
discharged the duties of his office; that the foregoing Family
Settlement Agreement is true and correct and fully discloses all
significant transactions occurring during the accounting period;
that all known claims against the estate have been paid in full;
that, to his knowledge, there are no claims now outstanding against
the estate; and that all taxes presently due from the estate have
been paid.
, 1
(, /Ii
AL~ D W. CAMPBELL .
, jl
/ / ... . 0.,
Lt /Ll~l, (i !----rM:i;' ..C' /(j
a/k/a WILLIAM A. CAMPBEL ,
Administrator (
Subscribed and sworn to by
ALFRED W. CAMPBELL, a/k/a
WILLIAM A. CAMPBELL before me
this 11i.1 day of II I'd
1996. I
c./ I.
c7f-:VOUd 9 . x5L7a~t-
Notarial 5..,1
louoon J. Gm<lcr, Nolnry Pub"c
O"lIwOOd Dora. llIalr Couniy
My CommiS!JOfl e"~ra:; MJ'~.l12. ~9
Merrb::r.fu~::'~O/~
BSTATB OF CHARLOTTB NBFF
DISBURSBMBNT STATBMBNT
April 22, 1998
Balance
$ 38,283,06
Less expense checks to be written:
Richard L, Webber, Jr. - $ l,695,63
(remaining principal and
income commissions)
Richard L. Webber, Jr. - $ 82.58
reimbursement for Sentinel
legal advertisement
Register of Wills l7.00
(filing fee)
(principal and income l6.72
commissions)
Remaining Amount Available
for Distribution
1. all. 93
$ 36,471.13
To be distributed as follows:
TO: WILLIAM A. CAMPBELL
$ 36,471.l3
$ 36,471.l3
.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
0605
NUMIU R
COMMmIWfA\ht o. r'NNUIVANIA
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NEFF, CIIMtOTTE
IIXI" Ilcululi'NUM11
189-09-4256
0/12/10
1000 West South Street
Carlisle, PA 17013
c.... Cumberland
r!lfl
7/26/96
00 1. Orio'nol Roturn
o 2. Supplomontol ROlu,n
o 3. Remainder Return
(10' dolo' of doolh priorto 12.13.a2)
o 5. Fedo,ol E.,o'o Tax
Return R.qulred
La. Tolol Numbo, of Solo Dopo.iI Bo..,
o ~o. Fulu,o Inlo,..' Comproml.o
('or dolo. of dooth ah., 12.12.a2)
o 6. Docodonl Diod To,'olo 0 7. DlCodonl Molnlolnod 0 living T,u.'
(Anach copy of Will) (Anach copy of Tru'l)
ALL i:OR~ESPONDENCE AND CONrlDENnAL TAX INFORMAnON SHOULD III DIRECTID TO.
NAM - M I MAl I A
o A, limitod E,'olo
Richard t. Webber, Jr., Esq.
( H N N M
366 Green Spring Road
P.O. nox 40
Newville, PA 1724l-0040
U17
776-6566
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1. Real E,'alo (Schedulo AI ( 11
2. Sloch and Bond. (Schedulo B) ( 2)
3. Cla.ely Hold Slo<IcJPa~no"hip In,oro.' (Schodulo q (3)
A. Mo"gago. and Nolo. Rocel,oble ISchodulo 01 ( ~I
5. Calh. Bonk Dopo.il. & Mileollonoou. Pononal Propo~y( 5)
(s,nedulo EI
6. Jainlly Ownod Propo~y (Schedulo F)
7. T,anlle" (Schedule GI (Schedulo II
B, T 0101 Grall A..." (Ialollino. 1.7)
9. Funeral bpen..., Admini.trati.... COt'" Mlscellaneou. ( 9)
Expon.e. (schedulo H)
10. Debll, Mo~gago 1I0b;J;,lo" Lion. 15chodulo I)
II. Tolol Doduction,(,olollino. 9 & 101
12, Ne' Valuo of E.lalo (lino 8 mlnu.lino 111
13. Cha,ilablo and Govornmonlol aoquo". (schodulo JI
IA. Nol Value subfoct 10 Tax (lino 12 mlnu.lino 13)
15. Amounl af line '4 taxable at 6% rate
(Indude valuo. from Schodulo K or schodulo M,I
16. Amaun. of lin. IA .axoblo at 15% ralo
(Indude valuo. Irom schodulo K or Schodulo M.I
17. P,indpallox duo (Add lox ',om line 15 and 'rom lino 16.)
113, Credil' Spou.al Poverty Credil Prior Payment.
+ 17.500.00..
45.156.40
74.184.45
( 6)
(7)
I 81
119.340.85
12,155.40
~ r Fu1'
10
(10)
(15)
(111 15,796.70
(121 101,<;44.1<;
(131
(1~1 103,544.15
)( .06.
)( .15. 15,531.62
(17)
Int.re.t
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(16) 103.544.15
Discount
921.05
(18)
(19)
18,421.05
2,AAQ.41
19. If linn 1811 greoler Ihon lino 17, onlo, ,ho differonce an lino 19. Thill, Ih. OVERPAYMENT.
(;l
20. If lino 17 I. g,ealer Ihon lino 18, onlo, ,ho differonco on lino 20. Thi. I.,ho TAX DUE.
^' Enl., the Int. rest on the balance due an IIn. 20A.
1:' Ch.c~ he,e if you aro r.-quo'ling a refund 0' you, overpayment,
(20)
(20A)
(20BI
B, Enler ,ho 10101 of lino 20 and 20A on lino 20a. Thl. I"ho BALANCE DUE.
____ M.oko Cho(~ Payablo 10: Rog"Io, 0' Will., Agonl
----.-. -........ BE SUAE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
Indor penoltut\ of PNIU'Y. I dlldor. that I hay. uomin.d this ,.turn, including accompanying .chedules and 1I01.mlnll. and to Ih. b.1l 0' my knowl.dg. and blliol
, is Ituo, (o"e" and (omplfl" I d.c1or. ,hol 011 ,.al luot, hot blln r.ported ol'ru. mark., ltalul. O.claration of pr.porer oth.r Ihon Ih. p.rsonol repre..nloli.... I
IOlod on all informallon of which p';;arer has any knowlldg..
. tpN~TGlrp11tll!;oifMn~rrrrrO ')11Nt .nUIN AOOIUS DATE
(.....ii/a/thL~~\ gai~b'-'L',1 "Sk/a T\lfrpn !~. /"~m hpll. P.O. Rn>< ,<;. '1/-"/('17
'C~'~A'UIII 011'1l11'J.Jjl~ offill ffiMtJl1'frN1A1i\l( ADD I ~S r Be 11 wood, PA 16617 DAlf
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~,char t. Wnhbnr. Jr.~ 366 Grann Spring Rd., P.O. BOK 40, Newville, PA 17241-0d40
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SCH!DUL! !
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWfAlTH or IfNNIYlYANIA
INHnnAHCI 'AX U""'N
IIIID'Nt DICID'Nt
CHARLOTTE NEFF
(All ~ .....~. ....... _lilt tho ."hI of s....I......1p _... 4he1ooH ...lcloo4l11t l')
N.7r:n DISC.lmOM
1. Members Federal Credit Union - savings account
#14683-00
Accrued interest to date of death
2~ Mellon Bank checking account #192-108-0253
3. Mellon Bank certificate of deposit #00328159
Accrued interest to date of death
4. Mellon Bank certificate of deposit #00328166
Accrued interest to date of death
5. Mellon Bank certificate of deposit #00328175
Accrued interest to date of death
6. Savings bonds
Accrued interest on bonds
7. Ziegler Auction Co. - sale of personal property
8. ITT Hartford refund of insurance premium
: for policy #131109
(A""'" add1~OlIo1 .~. " 11" "'"'" " _ _ h -.IocI.1
\
2196-0605
YAWl AT
DATE O' DEATH
$ 29,031.61
68.24
9,579.45
10,000.00
71.09
10,000.00
71.09
10,000.00
71.09
862.50
3,390.38
836.00
203.00
S 74,184.45
,
,
,
.
...",,,..,.... ~~
c............U' ..._",,,.....
.......,.."""..""'..
..'''"..'..lI....1
SCMIDU1.1 I
DIBTS O' DICIDINT.
MOIlTOAOI LIAILITlIS AND LlINS
" 0'
CHARLOTTE NEFF
PI HU,ilal1l
2196-0605
mM
t1UMln
DIJCIIP'IIOM
AMOUNf
8. Boroug~ of Carlisle -'water bill
9. Hills Department Store
.
.
$ 47.85
8.98
67.50
25.44
19.68
452.51
2,907.80
6.30
23.94
75.00
6.30
L United of PA - phone bill
2. Emerald Drug
3. Carlisle Suburban Authority
4. Martin M.R. Fehl & Sons
5. PP& L
6. Robin K. Sollenberger, Tax Coll. -96/97 school taxes
7. Sarah A. Todd Memorial Home
10. Paul Bear
11. Borough of Catlisle - water bill
TOYAI. lAIoe - .. ... 10, ............, S 3
(If -. ... II ..... ..... . '" '" ....... .1_ ....,
1S-111.1t!
BUREAU OF INDIVIDUAL TAXES
INIII "I "JoiCE lA1l DIVISIoN
DlP'. ;".1101001
tlAIlMISIIUMC, Pi 111;".11-01101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDIICE OF INHERITANCE lAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCIIDNS AND ASSESSMENI OF TAX
RICHARD L
366 GREEN
PO BOX 40
NEWVILLE
WEBBER JR Esa
SPRIUG RD
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
i
=
PA 17241
LY
08-11-97
UEFF
07-26-96
21 96-0605
CUMBERLAtlD
101
Anount Ren1tted
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CHARLOTTE
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 ....
iiE-"i:is4TEX-jiFP-[oi-:97"i-NCii'-icE-.OF-YNHEiiii'ANCE-;--AX-APPRAisEHENi'",--jiLl.-OWANCE-OR----m----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEFF CHARLOTTE FILE NO. 21 96-0605 ACN 101 DATE 08-11-97
If an assessment was issued previouslY, lines 14, IS and/or 16, 17
reflect figures that include the total of ~ returns assessed to
ASSESSMENT OF TAX:
IS. A~ount of Line 14 .t ~pous.l
16. AMount of line 14 takable .t
17. Anount of line 14 taxable at
18. PrIncIpal Tax Due
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te ISchedule AI III
2. Stocks and Bonds ISchedule Bl (21
3. Closely Held stock/Partnership Interest ISchedule C) (31
4. Hortg_ges/Notes Receivable (Schedule 01 141
5. Cash/S_nk Oeposits/Hisc. Personal Property ISchedule EI 151
6. Jointly Owned Property ISchedule Fl C61
7. Transfers ISchedule Gl 17)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. ~xpenses (Schedule HI (q)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Het Value of TaK Return
13. Charitable/GovernMent.1 Bequests CSchedule J)
14. Hat Value of Estate Subj.ct to TeK
NOTE:
rat.
Lineal/Cless A rat.
Collateral/Cless 8 ret.
I1SI
I1b!
1171
TAX CREDITS:
PAYMENT
DATE
10-24-96
RECEIPT
NUMBER
AAI46882
DISCOUNT I'!
INTEREST/PEN PAID (-!
776.58
CHANGED
45.156.40
.00
,00
.00
74,184.45
.00
.00
IBI
12,155.40
3.641.30
Ill)
1121
1131
114!
.00 X ,00=
.00 X .06=
103,544.15 X,15=
1181
AHDUNT PAID
17,500,00
TOTAL TAX CREDIT I
roALANCE OF TAX DUEl
I INTEREST AND PEN. I
TOTAL DUE
NOTE: To insure proper
credit to your account,
subMit tha upper portion
of this farm with your
tax payment.
119,340.85
1~.7q6 70
103,544.15
.00
103,544.15
and 18 will
date.
.00
,00
15,531.62
15,531.62
18,276,58
2,744.96CR
.00
2,744.96CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS TNAN 'I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS.!
, '
,"
--,..--,
RESERVATIONI Eltat.. of dacadant. dying on or bafor. Oac..bar 12, 198Z _4 If Rny future lnt.r..t In the ..tat. is transf.rrad
In Po.....lon or enjoy..nt to Cia.. a (collat.ral) ban.flcl.rla. of the dacadent aftar the ..piratlon of any I' tate for
Ilf. or for ya.rs, the Co..onw.81th hareby ..pr.,slv r...rve. the right to apprals. and a..e.. transf.r Inh.rltanca Tax..
at the lawful Clal. a (eol1.t.ral) rat. on any such future Inter..t.
PURPOSE OF
HOTtCEI
To fulfIll the requlr...nt. of Sactlon 2140 of the tnh.tlt.nea and E,tata fa. Act, Act 21 of 1995. 172 P.S.
Sactlon 9IftO}.
PAYH[Hh
Oatach the top portion of thl. Notlca and sub_It wilh your pay..nt to the Ragl.ter 0' Will. prlntad on the ravers. .Ida.
nHaka chack or .onay order pllyabl. to: REGISTER OF MILLS, AGENT
REFUND (CR)I
.. refund of II tax cr.dlt. which wal not roquosted on tho faM Roturn, "ay bo roquost.d by co.pl.tlng an ""ppllcatlon
for Refund of P.nnlylvanla Inh.rltanc. and EltDt. faM" IREY.1311). Applications are aVDllabl. at the Offlc.
of the Rllgllter of Willi, any of tho 23 Revllnuo District Offlcel, or by calling tho spoclal 2~.hour
answering I.rvlce nu.bers for forol ordering: In Pennlylvnnla 1-800.36Z.2050, outlld. Pennsylvania and
within local Harrisburg aroa (711) 787.809~, TOO_ (7171 772.2252 (Hearing I.palrod Onlyl.
OBJECTIONS: Any p.rty In Inter.,t not latllflod with tho appralle..nt. allowllnc. or dllallowanc. of deductions, or aSI.II..nt
of taM (Including discount or Int.rostl al shown on this Notlc. .ust objoct within slMtv (60) dayl of rec.lpt of
this Notice by:
.-wrltton prote't to tho PA aepart.ent of RIlV.nu., Board of Appoals, a.pt. 281021, Harrllburg, PA 17121410ZI, OR
_.IlI.ctlon to hllv. the .Iltt.r dot.ralned at audit of tho account of tho perianal roprllsllntatlv.. OR
_4I1pp.1l1 to the Orphans' Court.
ADHIN
IS1RATJVE
CORRECTIONS:
Fectual errorl dlscovored on thll IlS'IlSS.llnt should be Ilddrllllod In writing tal P" aIlPllrt..nt of Rllvenull,
lur..u of Individual laMo', AT1H: Po.t ASS.II.llnt Rllvlllw Unit. allPt. 210601, Hllrrlsburg, PA 111:1-0601
Phonll (111) 717-6505. ~.Il pag. 5 of tho bookl.t "Inltructlons for Inhllrltene. laM Return for a RIl.ld.nt
O.elldent" CREY415011 for an e.planation of adolnlstratlv.lY correctable errorl.
DISCOUNI:
If any ta. due I. Pllld within lhr.. el) call1nder .onths efter the deced.nt's d..th, a flv. perc.nt (S~J discount of
the le. peld II 1I110Wlld.
PENAlTY:
fh. ISZ te. a.n.sty non.partlclpatlon penalty I. coaputed on the totlll of the ta. and Int.rest el.Il,.ed, end not
peld belor. January II, 1996, the Ilrsl day aft.r the ond of the tll. aane.ty periOd. Thl. non-participation
penalty Is apPllalable In the .aae .lInn.r and In the the .a.e tl.. p.rlod II' you would apP.lll the t.. and Int.r..t
that hll' b..n 1l1'."lld a' Indicated on thll notlc..
INIEAEST:
Inllr.,t I. chllrged boglnnlng with first day of dellnqu.ncy, or nine (9) .onths and on. (II dllY fro. tho date of
d.ath. to the dat. of paya.nt. laM.' which bllc..e delinquent b.for. Jllnullry I. 191Z be.r Int.r..t at the rat. 01
.Ix (6ZJ p.rc.nt p.r annuli calculllt.d lit a daily rllt. of .000164. All taMlls which b.eaa. dllllnqullnt on and .,t.r
Jllnuary l, 191: will b.ar Int.r..t at . ral. which will vary froo Clllondar year to calendar y..r with that r.t.
announclld by thll P" Ollparta.nt of Rllvenu.. Thll appllcabl. Intllr.,t rat.. for 191Z through 1991 IIr.:
'!!!! Intllrut Rat. DailY Interut FActor ~ Intor.lt Aat. D811y Int.rll.t Factor
1912 ZO~ .000548 1987 9Z .UOOZIa7
1915 16~ .000411 1911'1991 llZ .000101
191ft \lZ .000301 199: 9Z .000:U
1985 13:C .000156 1991-199~ n .000192
1916 \.Z .000214 1995.1991 9Z .000241
ulnt.rnt Is calculat.d .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
....ny Hotlc. ISluod .fter tho ta. beco~.' dllllnquent will reflect an Int.re.t calculation to flft.en (IS) day.
beyond the data of the 81.....ent. If pay..nt Is Mad. aftllr th. Int.r..t cooputatlon dat. Ihown on the
Hotlcll. additional Intorll.t _u.t h. clllcull1t.d.
/"
PAY~NT I
Oetach the top portion of thl. Not Ie. and lub.lt with your pay..nt .ad, payabl. to the na.. and addr..,
printed on the ravar.. Ilde,
If RESJDENT~DtCEDENT .aka chIck or eonay ord.r payable tOI REGISTLR Of WILLS, AGENT.
If NDH4RESIDENT DECEDENT .aka chIck or aonay ord.r payable tOI COHHONWEALTH OF PENNSYLVANIA,
REFUND eCR), , r.fund 0' . tax credit, which wa. not raqua.tad on the Tax Return, ..y b. raqua.t.d by co~l.tlna an
"application for Aefund of Penn.ylvenla Inheritance and E.tet. Tax" (REV-IllS). Application. at. available at
the Office of the Aegl.tar of Willi, any of the 23 Ravenue Dl.trlct Offlca. or fro. the D.p.rt.~t.. Z~.hour
an.warlng '.tvlce nuabar. for for.. ordering: In Penn.vlvant. 1-800-362-2050, out. Ida PennSylvania
end within local Harrisburg .r.. (717) 787-8094, TOO' (717) 772-ZZ5Z (H.arlng lepalrad only).
REPLY TDI au..tlon, r.gardlng .rror, cont.ln.d on thl. notlc. .hould b. .ddr....d tOJ PA Dlpart..nt of R.v~., lur.eu
of Individual T.M.., ATTNI Po.t A.......nt R.vl.w unit, Dapt. Z10601, Harrl.burg, PA 171Z8.0601, phon.
(717) 787-6505.
DlSCOUNTJ I' any t.. due 1. paid within thr.. (5) c.lendar .onth. .'t.r the dacad.nt', da.th, a 'Iv. percent (5X) dl.count
0' the ta. paid II aUowed.
PENALTYI
The lSX t.M ean..ty non.partlclpatlon penalty I. co.putad on the tot.l 0' the ta. and Int.r..t .......d, and not
Paid b.'or. Janu.ry 18, 1996, the 'Ir.t day .ft.r the and 0' the t.x aan..ty p.rlod.
INTERESI:
Int.r.,t I. charged b.glnnlng with flr.t d.y 0' dallnqu.ncy, or nln. (9) lonth. and on. (1) day 'roe the data 0'
d..th, to the data 0' pay.ant. Ta.a. which beca.. dlllnquent b.'ore January 1, 198Z ba.r Int.r..t at the r.ta 0'
.1. (6X) p.rcant p.r annua calculat.d .t . dally r.t. 0' .000164. All taMa. which bacaa. d.llnqu.nt on and a't.r
January 1, 1'8Z will bl.r Int.r..t .t . rat. which will vary 'roa c.l.ndar y.ar to calandar y.ar ~Ith that rat.
announced by thl PA D.partaant 0' Rev.nue. The applicable Intar..t rate. 'or 1982 through 1997 ar.1
Yaar
lnt.r..t Rat. D.lly Int.r..t ractor
Y..r
Inter..t R.t.
Dally Inter..t Factor
I9SZ Z'~ .000548 1987 .~ .000Z47
19a:J 16:C .000451 1988.1991 1l~ .000501
1984 IU .000501 199Z .~ .OOOZU
1985 U~ .000556 1995.199,. n .000192
1986 lOX .000Z7,. 1995.1997 .~ .000241
uIntarut I. u1cul.t.d .. 'olloWIl
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. I..uad .'t.r the taM b.co... d.llnquent will ra'lact an Int.r..t calculatIon to 'I't.an (15) day.
b.yond the d.t. 0' the ........nt. I' pay..nt I. .ad. a'tar the Int.r..t coeputetlon d.t. .hown on the
Notlc., .ddltlon.l Inter..t .u.t bl celcul.t.d.