HomeMy WebLinkAbout96-00628
"':"-i
i 1.5-1/Y"
I
PETITION rOR PRonATE nud GRANT or LETTERS
No. Jl.::EJ ~ ~ (.). g
To:
Regisler of Wills for lhe
, /JecrU.lI'tI. Counly of ,Cllmh>rl.,nn iu the
Social Security No. 17n_1fi_1'il\fi Commonwealth of Pennsylvania
The petition of the undersigned respectfully represenls that:
Your petitloner(s}, who is/arc 18 years of age or older an the exeeulor
in the last will of the above decedent, dated lJp("pmhM 1.
and eodlell(s} dated N/l\
Es/llle of .M.:lq "1 i ""hctIUlul:.l:.el:lIor.t.l1--
0/.10 klloll'lI 0.1
named
, 19.95--
(stnte relevant circumstances. (,g. rcnunci:lllon. dC3lh of executor. Clc.)
Deeendent was domiciled at death in ClImh>rl ~nn
her last family or principal residence at F'~~~"t. P"rk H,,~l th
Rottnm Rn"d. C"rli,,~A
(Iht street, number and mundpality)
County, Pennsylvania, with
"pnt-pl'" Walnut".
, 1996
Deeendent, then R1 years of age, died Jut y 26
nlr~~l;~'p. ppnn~ylv~ni~
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Deeendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal properlY in Pennsylvania
(If not domiciled in Pa.) Personal properlY in County
Value of real estate in Pennsylvania
situated as follows: non"
S 51,Q71
S
S
S
WHEREFORE, petitioner(s) respectfully request(s} the probate of the last will and eodicil(s)
presented herewith and the grant of letters tp"t"mpnt~ry
(lcslamCnuuy; administration c.t,n.: adminhtration d.b.n.c.l.a.)
theron.
~
h ~x!1~-:;):;i.~~;If'l~
"g.g
",.:::
-=-~
'll'~
l;o
;;
"
...
Vi
.'tf6d;d;?1;/'/?1:!J/Jr;~1~d.b
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF Cunhecland
The petitioner(s) above-namcd swear(s) or affirm(s) that thc statements in the foregoing petition are
truc and coneetto the best of the knowledgc and belief of petitioner(s) and that as personal represen.
tative(s) or the abovc decedent pClitioner(s) will well and truly administer the estate according to law.
j)n
Sworn to or affi,med ami subscribed \' G.;7'dJJ~i:.''j..-jji ,
perorc mc Ihis Jth __ __ day or {'z:"t'u..<t..dk!.ur..L' .~<.......;t!L, /-..
;1IF"'~!l\lllSL,-'fL- -" ilJ!_~L J~ .1------- ,-
_L J:.j(ll_M....-:L".CJf/,'!/!.:-J..,t".Ji:-:J. nu' 1),. 1 'I ;1----- --- -- -
/ or/ .. l",-OW1S /l1'~/lh'r j _ __ --- ------
'"
..'
"
"
~
"
~
~
No. 21-96-6211
Estate of M"ry. E1 i 7."b,,~h nIlHr>nmrl'h
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW August 15, 19~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been prcsented before me,
IT IS DECREED that the instrument(s} dated DPn>mh<>r I. 1 q95
described therein be admitted to probate and filed of record as the last will of Mar v Elizabeth
Rt,t:tl:lrwnt"'th
and Lellers 'l'p"t"mpnt"ry
arc hereby granted to F.1 i ,,~~"h l1nn C:m~ t'" ~nn ('!1 ;:1"'13"1"'"13 F.n\ij-lt"'n Rllt tOPr'wnrth
FEES
Probate, Lellers, Etc. ,.....,..
Short Certineates(S ) . . , . . . . . . .
Renunciation............... .
x-Pages (6)
JCP
__ fi<;?nR
ATTORNEY (Sup. Ct. 1.0. No.)
11 W. Pomfret Stre"t. suite 2
Carlisle, PA ADDRESS 17013
(717) ?4Q_'i17'l
PHONE
S 115.00
S 15.00
S
S 18.00
:J.UU
TOTAL _ S
Filed . .~!lgl!!!~, ~?"'W~~........ .~~~:~~..
00
en: \ri :u
:1.. (;;, :cJc
..
G'
CJ
.. I
\<:)
-.
;0- t?
;:'..:' - ~.
0\
Put Letters and Order in Attorney's file on 8-16-96.
.,~-
21-96-1i28
, ,
f"ooo
-
C''!2
"
-
..
:::~
'0.
..
-~
-
-
..-:
C.
(l
0\
I
~
".,
'.A
I' ...
0, G)
"a:
a:
VJ
p~
,
E
.:!!:>
UU
~
~
.. -. ..-- ..
I,AST WII.I. AND TII:STAMII:NT
()It'
MAHY 1':I.IZAm:TII I HJ'I"I'lmWoltl'lI
I, Mary Elizabeth Butterworth (formerly Mary Elizabeth
Lindsay), of Mount Holly springs, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my Last
Will and Testament, her.eby revoking and making void all previous
Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as
soon after my death as is reasonably possible. However, my
personal representative need not accelerate and pay those
unmatured obligations which, in his, her or its opinion, it might
be proper and more advantageous to retain or renew and pay as
they become due and payable. At the time of this making, lawn a
burial plot in Ebensburg, next to my deceased Husband, Clarence
E. Butterworth. It is my expressed intent that I be buried next
to him. However, if I do not own a burial plot or a grave marker
at the time of my death, I authorize my personal representative,
in his, her or its sole discretion, to purchase a burial plot and
to erect a suitable grave marker at my grave, and to expend sums
from my estate for this purpose.
MEB - Page I
~
~
~
SECOND
I givc, dcvisc and bequeath the rest, residue and remainder
of my estatc, together with all insurancc procceds thercon of
whatever nature and whercsoever situate to my children, Elizabeth
Ann smith and Clarence Edward Butterworth, Jr" in equal sharcs,
per stirpes.
THIRD
I grant my personal representative the following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of
shares.
(c) To manage, operate, repair, improve, mortgage or lease
on any terms any real estate held or owned by my
estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle of
diversification or any other statute or general rule of
MEB . Page 2
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
broadest investment powers possible, providing such
investments do not unnecessarily prevent the prompt
settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit
in his, her, or its absolute discretion.
(g) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the united
states of America or the Commonwealth of Pennsylvania
concerning estate and inheritance taxes on any
interests that may pass under this my Last will and
Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and
proper by my personal representative for the proper,
advantageous and prompt management of the settlement of
my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
MEB . Page J
_. ... ~. ~4.
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it may
seem best and to execute and deliver all instruments
and to do all acts which he, she or it deems necessary
or proper to carry out the purposes of this, my Last
Will and Testament.
FOURTH
No interest of any beneficiary of my estate, either in
income or in principal, shall be subject to anticipation or
pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber
his interest either in income or principal, nor shall the
interest of any beneficiary be liable or subject in any manner
while in the possession of my personal representative for the
liability of such beneficiary.
FIFTH
I nominate, constitute and appoint my children, Elizabeth
Ann smith and clarence Edward Butterworth, Jr., as co-executors
of this my Last Will and Testament. In the event either of my
are deceased, unable or unwilling to serve or shall
to serve for any reason whatsoever, then the surviving,
and willing child shall act as personal representative of
this my Last Will and Testament. I direct that my personal
representative shall not be required to give or post bond for the
faithful performance of his, her or its duties in this or any
other jurisdiction.
MEB -I'<lgc 4
SIXTH
I hereby declare it to be my expressed desire that my
personal representative employ Hanft & Vohs of cumberland county,
Pennsylvania, for legal advice and assistance regarding this my
Last Will and Testament, they having considerable knowledge of my
affairs, views and wishes respecting any matters that may arise
at the probate of this instrument, the administration of my
estate, and the execution of the powers herein mentioned. Any
mention of Hanft & Vohs in this my Last will and Testament, is my
free and voluntary act and through no influence by any person.
IN WITNESS WHEREOF, I have hereunto set my hand to this my
Last will and Testament this l,Sr day of j)(((!lrl bit ( , 1995.
WI\JN\CJ ~/L
~fI#/1: t#l4v-g1-JIMJJ~Uv
Ma y izab h Butterworth
~1~\)'\ll~ ~ L~I{l" \
MEB - Page 5
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, Mary Elizabeth Butterworth, the testatrix whose name is
signed to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will and Testament; that I
signed it willingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
~ hf(t ~~Jv-&d;~UH1Jv
Ma E izab Butterworth
Sworn or affirmed and acknowledged before me by Mary
Elizabeth Butterworth the testatrix this ISr day of
DFt.~M.IJC^
, 1995.
l~;tf/
,.
MEB - Page 6
\
....
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55.
WE,
W .\"~", l.
Vu~~
and
'~e.I \ II :S. (jl-XJ,k.tJ
.
, the witnesses whose names are attached to
the foregoing document, being duly qualified according to law, do
depose and say that we were present and saw the testatrix sign
and execute the instrument as her Last Will and Testament; that
she signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the testatrix
signed the Last Will and Testament as witnesses and that to the
best of our knowledge the testatrix was at the time 18 or more
years of age, of sound mind and under no constraint or undue
influence.
~ ~JjL
'-j1l'l>'{.~kH)
Sworn or affirmed and subscribed before me by 1#'<'<..,.404/1
e. 11011-5
f.~u- "/ S. ~If/C.EA
.
this 1"'1"
and
day of ])C:t~,11~(^ , 1995.
Il!j;J~ /1 ,J/!/
MEB - Page 7
,.-
.
go
3~
fT"',
U.
rr:
:~1
u.
~)i
.: '"
U
:UL
~;1.
~
S
I
\0
;El
-
..
-
-.j
:0:0
In rl
l"i.'"' 0
.,
"
c_
" ,',
~.
,'j ()
..
~~~
150
-,
N.
en ~
:J: iil
I 0 ~ I ~ "
>
~ 011
Ie
I ...
'"
9' II.
.-l Z
.~ N III(
:J:
~
~
."
.. ~
.
-: '.
.. .'
Jl 'J [,. .1
october 25, 1996
l..' ,
..
C\: .
Mary C. Lewis
Register of Wills of Cumberland County
Cumberland county Courthouse
Courthouse square
Carlisle, PA 17013
Re:
Estate of Mary Elizabeth Butterworth [; \ -ct\t. - ~O> ~
Dear Mrs. Lewis:
Enclosed with this letter is my escrow check number 3510 in
the amount of $3,350.00, representing the payment of inheritance
tax in the above-referenced estate, as follows:
Assets of $58,772.00 at 6% = $ 3,526.32
Assets of $ 0.00 at 15% = $ 0.00
Total = $ 3,526.32
Less 5% Discount = $ 176.32
NET TAX PAID = $ 3,350.00
Would you please issue the appropriate receipts and forward
them to me at the above-listed address. I thank you in advance
for your prompt attention to this matter.
Very truly yours,
"p-p~'!P!
Michael J. Hanft
MJH:ksb
Enclosure
cc: Clarence E. Butterworth, Executor (with enclosure)
Elizabeth Ann smith, Executrix (with enclosure)
CAB
H P L
E P 0
C R C
K 0 K
P S
I:) - II (J - (,
t--
Wit I1AI [~,()r U1:""1 .u nil III JlI'Jl CtUCK 11Ut[
II A ',I'OlJ',Al . 11
l'UVlllI y ellrlll' ", (:~AItt1..ll.-1---1
n[V.l~OO[)l.(7.941
INtnnITANCll.....IlI.IUlIN
IllllfAlUlllIlHlITl[JI NT
110m' Illl IJIN IllJI'lICA11
\mIIIH'JllGlIIII()f WH \',1
71-11)l)(,-0(,n
Yl An NUU(lUt
cou~ef.lh~~~W&if~'mJ~'NI.
HA'''lIs~5Fta'''A 1~ Ilft, OMt
D
E
C
E
D
E
N
T
DECEOENt's NAU[ (LA~I. rm:;T, APm UIDOLE INITIAL)
B\lLturwonh Mar E.
[JI C1111 'H"iCOJ.4I'1ITI AIlIIlU','i
100 1IIIIIl\ll BOLtOIn ROlld
Curl 11110, I'^ 11011
OAl[Dr DEAItI
01/26/19%
DAl[ Of nUlfl1
01/07/11
SOCIAL SECURITY NUUUfR
170- 36- 35/,6
COlmtr CUllllwr I alld
(IF APPlICAOLElSUAVlV1NG SPOUSE 5 NAU[ (LAST ,nn~i' AND UIO(}l[ INitiAl i !.OC1Al ~,[{:untly Nuuurn
AMOUNT 'I[C[lV[D(~[[ INstRUCTIONS)
0.00
X 1. Original Relurn
4. limltt!d Estale
05.
o B.
Rom;llndor Return
(tor dalos 01 de.lth prior 10 12-13.82)
Fodoral Eslalo Tall Relurn Required
TOI.ll Number of 5.110 DepOSit Balles
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(B)
(9)
11 ,902.66
2. 5upplotoonl.11 RolUlrJ
4.. Futuro Inlero!>t ComproffiJ,>e
(lor d,llos 01 doath allot 12-12-82)
[R) 6. Decedent Died Tostato D 7. Decedent Malnl.llned .1 living Trust
(Anach cop of Will) (Allach.1 copy of Tru!>t)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ft 2 NAME COMPlE1EMAIlINGAODRESS
R D Michael J. Hanft, Es \It re Hanft &. Vahs
~ ~ rELEPHONE NUUSER 11 II. Palnf rut Street, Su i tu 2
- T 717 2/.9-5373 Carllslu P^ 17013
1. Real Eslale (Schedule A) 1 - 0-
2. Slocks and Bonds (Schedule B) (2) Nonu
3. Closely Held Slack/Partnership In.e,e.. ISchedule CI (3) None
4. Mortg.ges and Noles Receivable ISchedule 01 (4) None
5. Cash. Bank Deposils & Miscellaneou!li Personal Property (5ch El (5) - 0-
6. Join'ly Owned P,operty (Schedule F) (6) 26,001.29
7. T,ansfers (Schedule G)(Schedule Ll (7) 52,000.00
8. Tolal Gross Assets (tolallinos 1-7)
9. Funeral Ellpenses. Administrative Costs. Miscellaneous
Expenses ISchedule H)
10. Debts. Mortgage LiabilIties. liens (Schedule I)
11. Tola1 Deduc'ions (tol.1 Lines 9 & 10)
12. Nel Value of Eslale (Line B minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Nel Value Subject to Tall (Line 12 minus line 13)
15. Spousal T,ansfers 110' dales 01 death a~e' 6-30-94)
See Instructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M.)
16. Amounl of Line 14 taxable aI6-/. rale
(Include values from Schedule K or Schedule M.)
17. Amount 01 line 14 taxable at 15'/. rate
(Include values from Schedule K 0' Schedule M)
18. Principallall due (Add lall (rom Line 15. 16 and 17_)
19.Credits/Sp Poverty Prior Payments Discount
+ 3,350,00 + 17fi.32
20. 11 Line 19 is greater than Line 18. entor tho dlllerence on Line 20 ThiS is the OVERPAYMENT.
[]:J D ICheck here if you are requesting a refund of your overpayment.l
21. II Line 18 is greater Ihan Line 19. enler the difference on Line 21 ThiS is the TAX DUE.
A. Enler the intorest on the balance due on Line 21A
B. Enle, Ihe 101.1 of Line 21 and 21A on Line 21B ThIS IS Ihe BALANCE DUE.
Mak. Check Pa abl.,o: Re Isler 01 Wills. A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH 4 4
Under pen.lllltes 01 perJury. I deel.llre lhall have eumlned thIS relurn. Includmg dcct.mpanym';j sch~utes and stalements. and 10 the best 01 my tnowl~lJeo and bellel. Itl~ true.
correct Ind complelo_l d<<larl! thai all real estale has bf!enlflpOlted at true mar~el value Decl,uallonol prepart'r other th.ln the Pf'rsonal ll!pleSl!nt.llllvt! Is based on IlIlnlor",.lion 01
"",hleh preparer has any knowledge.
(10)
838.06
(Ill
(12)
(13)
(14)
(15)
0.00 X
,
(16)
65,260.57 X 06'
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
0.00 X .15'
(IB)
Inlerest
(19)
(20)
(21)
(21A)
( 21B)
RElURN Clarence Edward B\ltterwarlh
502 Sandbank Road
.__............*......... .-...-.. ..... ..-.
Mt. Hall Slrln s, I'^ 17065
Hanfl &. Vohs
1_1.~: __~a'!'r,:etqSt:e_et, Su Ite 2... q" .
Carlisle, P^ 11013
78,001.29
12,7/.0.72
65,260.57
65,260.57
0.00
3,915.63
0.00
3,915.63
3,526.32
0.00
389.31
0.00
389,31
DAlE
'1'/'1 -11
DAlE
7- 11-11
rOl~IRt!v7-9.!
REV. !lOIEX. IIZ.I!)
co"r.m~{~~~1bY'NI'
ESTATE OF FILE NUMBER
Mar E, Buttorworth 55 170.36.35/j(; 07 26 J996 21-1996.0628
(Proplrty Jointly-owned with Right 01 Survlvollhlp mUlt b. dllclol.d on Sch.dul. F) AUr..1 ..t.l. Ihould be ,.portid It'"lr m..klt vllul
which II dlnn.d II Ih. prlcl It which proplrty would b. .,chlng.d bltwl.n I willing buy.. Ind I willing ..UII. nllth.. being complUld to
b or ",U, both hovln IIlIonabll knowlld . 01 tho r.llvant lacll.
ITEM
NUMBER
1
DESCRIPTION
TOTAL (Also enle, on line 1. Reca rtulalionl
(If more space is needed. insert additional sheets of same size.)
CoP'l,lghl (c) 1994 form SOltWlt. only CPSYllllms.lnc.
VALUE AT DATE
OF DEATH
s
0.00
Form 1500 Schedule A (Rev. 12-85)
REY. '&OtEX. lll.1I111
CO"r~~J\~fi,\~~~W~~?Il'.~I.
ESTATE OF
Mary E, Buttorworth
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21.1996.0628
SSII 1 711.16. 1 ',t,(,
07/26/19%
Joint tlnlnl(I):
NAME
A. Clarence Edward Butturworth
ADDRESS RELATIONSHIP TO DECEDENT
502 S"",lhllnk Rond Hon
ML. l1ully Sl'rlnl.\lI,PA 17065
1117 Sunllut lJrlvu daul.\htur
Mt. l10lly SI'r1nl.\lI,PA 17065
B. Elizabeth A, SmIth
C.
Jointly-owned proplrty:
ITEM LETTER DATE OECD'S
FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DOLLAR VALUE OF
NUMBER JOINT OF ASSET .~ INT. DECEDENT INTEREST
TENANT JOINT
1 A / / Certificate of Deposit 5,015,88 50.007- 2,507.9/1
Farmers Trust 101084
2 A Certificate of Deposit 5,019,06 50,007- 2,509.53
Farmers Trust 79803
3 B Certificate of Deposit 10,002.70 50,007- 5,001.35
Farmers Trust 37165
4 B Money Market Account 1,178.113 50,007- 589,22
PNC Bank 5130330772
5 B Certificate of Deposit 5,002,/,6 50,007- 2,501.23
PNC Bank 21001052032
6 B Certificate of DeposIt 10,007.38 50,007- 5,003.69
PNC Bank 21001051944
7 A Certificate of Deposit 10,161. 62 50,007- 5,080.81
PNC Bank 21001052033
8 B Checking Account 5,576,03 50,007- 2,788.02
PNC Bank 5140397612
9 A Money Market Account 38.99 50,007- 19.50
Farmers Trust 000363715
TOTAL (Also enter on hne 6. Recapitulationl 26,001.29
(If more space 15 needed. insert addltlonalsheels of same size.)
Copyright (t) '994 form soflware only CPSystems.lrc,
Form 1500 Sthedut. F (Rev. 12-88)
REV. IS10EX + (1.871
COMtlRm~~{\'WE~~~ihl"NI'
ESTATE OF
SCHEDULE Q
TRANSFERS
PIIt,'''B Punl or T It
FILE NUMBER
21.1996.0628
Marv E, Buttorworth SSfl 170.]6.]546 07/26/1996
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES.
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER Include ""mI of thelrlnl'e''',lhelr
1.1.llonlhl;lodllClId.nl dileo' l'oInl'.' OF ASSET 'I.INT, DECEDENT INTEREST
1 Real Estate located at 15 Trlno 51,000,00 51,000,00
Avenue, Mt, Holly SprlnBs, PA
2 1987 Buick Century 1,000,00 1,000,00
TOTAL (Also enter on line 7. Recapitulation) 52,000,00
or more space is needed, insert additional sheets of same size.)
CopyrIQhl (e) 1994 'arm saflw". only CPSYllelM.Inc:.
Form 1500 Schedul. G (Rev. Z-87)
REV. 1111 EX . {7.MI
. ""- -. ..- ..............- . - -
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COlAr.mrr,\~~~MhYANI'
ESTATE OF
Mar E.
ITEM
NUMBER
A,
Gibson
B.
1.
z.
3.
4.
Butterworth
07 26 1996
55 170- 36- 35',6
DESCRIPTION
Fun.,11 Exp.nltl:
ollinger Funeral Home
Admlnlltr.tlv. COlts:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fe..
Hanft & Vohs
Family Exemption
Claimant
Address of Claimant at decedent's dealh
Street Address
Ci1y
Relationship
Slale
Zip Code
Probate Fees
Register of Wills
C. Mllcen.neou. Expen.es:
Wyse Cemetary Memorials
SOS Industries, Inc, -- Medical Expenses
Grave Openning
Fred's Lawn Mowing Services
Unite of PA -- Telephone
GPU Engery -- Electric
Mable R, Satteson, Tax Collector -- 1996-97 School Taxes
Robbins Flowers
Cumberland Ear Nose & Throat -- Medical
PA National Insurance Co, -- homeowner's insurance
United of PA -- Telephone
Borough of Mt, Holly Springs -- water/sewer/trash
Dr. Allan Mira -- Medical
Yellow Breeches, EMS, Inc. -- Medical
United of PA Telephone
The Sentinel -- Legal Advertising
United of PA
TOTAL (Also enter on line 9. Reca itulatlon)
(II more Iplce I. needed, Inlert Idditlonlllheetl 01 I.me Ilze.)
CopyrJghl (c) 1994 'a,m aattwlfe anly CPSy.lems.lnc.
Pl.... Print or T .
FILE NUMBER
21-1996-0628
AMOUNT
6,398,91.
2,500,00
153,00
REV. 161) EX + (2.ft71
co~t:.mf1,\~~Wt\~~fhY'NI'
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-1996-0628
Mar E, Buttorworth
ITEM
NUMBER
SS/ 170- 36- 35',6
07 26 19%
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME ANO AODRESS OF BENEFICIARY
A. Taxable Bequests:
ITEM
NUMBER
NAME ANO ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also enler on hne 13. Recaprtulallon)
(If more space is needed. insen additional sheets 01 same size.)
COp)'rlghl(c) 1994 form softwa,. only CPSystems, Inc.
s
0,00
FOfm 1500 SchMlule J (Rev. 2-1171
_::J
1
~
)
"- .
~~
~
~
""
:-:J
~
I.AST WILL AN D TII:STAM li:NT
OF
MARY E:L1ZABETII BUTTERWORTH
I, Mary Elizabeth Butterworth (formerly Mary Elizabeth
Lindsay), of Mount Holly Springs, Cumberland county,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my Last
Will and Testament, hereby revoking and making void all previous
Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as
soon after my death as is reasonably possible. However, my
personal representative need not accelerate and pay those
unmatured obligations which, in his, her or its opinion, it might
be proper and more advantageous to retain or renew and pay as
they become due and payable. At the time of this making, I own a
burial plot in Ebensburg, next to my deceased Husband, Clarence
E. Butterworth. It is my expressed intent that I be buried next
to him. However, if I do not own a burial plot or a grave marker
at the time of my death, I authorize my personal representative,
in his, her or its sole discretion, to purchase a burial plot and
to erect a suitable grave marker at my grave, and to expend sums
from my estate for this purpose,
MEB - Page I
~
-N
~
~
~
~
SECOND
I give, devise and bequeath the rest, residue and remainder
of my estate, together with all insurance proceeds thereon of
whatever nature and wheresoever situate to my children, Elizabeth
Ann smith and Clarence Edward Butterworth, Jr., in equal shares,
per stirpes.
THIRD
I grant my personal representative the following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of
shares.
(c) To manage, operate, repair, improve, mortgage or lease
on any terms any real estate held or owned by my
estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle of
diversification or any other statute or general rule of
MEB - Page 2
~
~N
~
~
~
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
broadest investment powers possible, providing such
investments do not unnecessarily prevent the prompt
settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit
in his, her, or its absolute discretion.
(g) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the United
states of America or the Commonwealth of Pennsylvania
concerning estate and inheritance taxes on any
interests that may pass under this my Last Will and
Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and
proper by my personal representative for the proper,
advantageous and prompt management of the settlement of
my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
iviES - Page 3
~
....
~
~
-. ~.. " -.
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it may
seem best and to execute and deliver all instruments
and to do all acts which he, she or it deems necessary
or proper to carry out the purposes of this, my Last
will and Testament.
FOURTH
No interest of any beneficiary of my estate, either in
income or in principal, shall be subject to anticipation or
pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber
his interest either in income or principal, nor shall the
interest of any beneficiary be liable or subject in any manner
while in the possession of my personal representative for the
liability of such beneficiary.
FIFTH
I nominate, constitute and appoint my children, Elizabeth
Ann Smith and Clarence Edward Butterworth, Jr., as co-executors
of this my Last will and Testament. In the event either of my
children are deceased, unable or unwilling to serve or shall
to serve for any reason whatsoever, then the surviving,
and willing child shall act as personal representative of
this my Last Will and Testament. I direct that my personal
representative shall not be required to give or post bond for the
faithful performance of his, her or its duties in this or any
other jurisdiction.
~lEB . Page 4
. .
..
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, Mary Elizabeth Butterworth, the testatrix whose name is
signed to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last will and Testament; that I
signed it willingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
~ 1ft; ~~dJv'ii~7';/;;>AunJJv
Ma E izab Butterworth
Elizabeth Butterworth the testatrix this
Sworn or affirmed and acknowledged before
/St'
me by Mary
day of
7)f~tNl.&^
, 1995.
i~/ If/
I :'..
\ /...
,
.
-:t.. - .
I
. I
,.j
MEB - Page 6
. _.'.-
D NO. AA
146876 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
IIYoIWUI.....1
ACN
ASSESSMENT I'l'
CONTROL ~
NUMBER
AMOUNT
RECEIVED FROM:
I
MICHAEL J HANFT ESQUIRE
101
$3,350.00
11 W POMFRET STREET SUITE 2
CARLISLE, PA 17012
ESTATE INfORMATION:
1:1 fiLE NUMBER
~ 21-1996-0628
!:II NAME Of DECEDENT (LAST)
~ BUTTERWORTH MARY
II DATE Of PAYMENT
m POSTMARK T
COUNTY
SSN 170-36-3546
(fiRST) (Mil
ELIZABETH
CUMBERLAND
DAlE Of DEATH
m TOTAL AMOUNT PAID
$3,350.00
DO
RECEIVED BY 1/11., I (' ,. ,;; '/
I " SIGNATURE
~~~'fS~ERL5~I~IL{~"'"' f /I
REMARKS
MICHAEL J HANFT ESQUIRE
SEAL
CHECK" 3510
REGISTER OF WILLS
..-..-.- -- -~._--- .-.---------...-..-----
,
, .
~.--
,
..--....)Q.I - -"~-_
_._ __ ._._n.
- '
.,:.
COMONWEAlliI 0'- PlHHSVlVANlA
DEPARTMENT or AEVENut
BUREAU or INDIVIDUAL U)([S
DEPT. 2a0601
tlARRISBURG, PA III:a-O"OI
*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 96-0628
96146048
09-21-96
II'-Ihl" ", "",
EST. OF MARE E BUTTERWORTH
5.5. NO. 170-36-3546
DATE OF DEATH 07-27-96
COUNTY CUMBERLAND
TVPE OF ACCOUNT
IXJ SAVINGS
o CHECKING
fJ TRUST
o CERTlF.
CLARENCE BUTTERWORTH
502 SAND8ANK RD ..,
MT HOLLV SPRINGS PA 170~5
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
FINANCIAL TRUST CO hns provided t"e Deparhent with Ih. Infor.,.Uan Ihhd b.law whIc" "as baon u'Ud In calculating Ih.
potential I.. du.. Th.lr r.cords indicate thai al Ih. d.ath of the above dac.dent. you wero " jolnl owner/b.n.flclary of thl. account.
If YOu f.. 1 this InforMal Ion 1. Incorroct, ploaso ablaln wrlll.n carr.cllon Ira. tha financial Institution, attach a copy 10 Ihi. for.
anrt r.turn It to the abav., addrllss. This account Is tallabl. In .lccordl!lncQ with tha Inh.ril"nc. Tall la... of Ihe Coooon..nlth of Pann.ylv"ni".
aue.tlon. .ay b. answarod by calling (111) lal-elll.
COMPLETE PART 1 BELOW . . . SEE
Account No. 6-001359 Dato
Establ1sh.d
REVERSE SIDE FOR
04-24-80
FILING AND PAVMENT INSTRUCTIONS
Account Selenc. 1,128.69
Porcont Taxablo X 50.000
Anount Subjoct to Tax 564.35
Ta. Rate X .06
Potential To. Duo 33.86
PART TAXPAYER RESPONSE
COI FAILURE TO RESPOND WILL R~SULT IN AN OFFICIAL TAX ~SSESSHENT BASED ON THIS NOTICE
A. ~ Tho above Infor.atIon and ta. due I. corract.
I. Vou .ay choas. to ra.lt pay.ent to Iho Raglsler of Wills with 1010 cop I.. of thl. notic. to obtain
II discount or avoid Intor..t. or you May chack box ~A~ and r.turn thl. notlca to Ih. Regi.t.r of
Will. and an official as......nt will b. Issuad by tho PA Capart.ont of Rav.nu..
To Insur. propar cradlt to your "ccount, two
Il) capias of Ihl. natlc. .u.t accoapany your
payoant 10 Iho Ragisl.r of Wills. Mak. ch.ck
payabl. to: ~Roglstor of Will., Agant".
NOTE: If ta. payoenl. are 8ada wllhin Ihra.
(1) 80nlhs of Iho dacadant's data of daath.
you oay d.duct II ~~ dlscounl of tha ta. duo.
Any inharitanca tax due will bacao. dollnquant
nln. (ql .anths "flor Ihe data of doath.
[CHECK ]
ONE
BLOCK
ONLY
B. ~ The above a..ot has ba~n or will ba rapartad and lax paid wilh Ihe Pannsylvania Inherlt.nc. T". r.lurn
~ to be fllad by Ihe dacedent's repre.entativa.
C. ~ Tha above Infor.ation I. Incarracl Bnd/ar debts ftnd deductibns war a pftld by yO~.
You .u.t coop lat. PART ~ and/or PART ~ b.law.
PART
~
If you indlceta e different tex rat., pl.esa stat. your
raletionship to decedent:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
....v .......".....
'"" .._'WOlIn
.........1'1I1.-............ "'-
__'10 W'O'I__" .....
r:.:: C~: ..!:::::~.'rr.ue'! .~CCO!..'~!TS
n."
. "U
x
1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
LINE 1. Dato Establlshad
2. Account a.lanc.
3. P.rcent Taxable
4. Anount Subject to Tax
5. Debts and Deductions
6. Anount Taxabl.
7. Tex Ret.
8. Tex Du.
1
2
3
4
5
6
7
8
x
PART
[!J
DATE PAID
PAVEE
DESCRIPTION
AMOUNT PAID
TOTAL IEnter on Line 5 of Tex Co"putationl
$
Under p.nalti.. of perjury, I declar. that the
COMPlete to the be.t of ny knowledg. and beli.f.
(~ef"~ 4.~~-;t1
X AV R G R
facts I haY. reported aboYe ar. tru., corr.ct
HOME C 7/7 1 rfft..? 73.2.-
WORK Cll; 1 '1;;"H~t. c...r.jI..W
TELEPHONt NUM!flR
and
/0" /l/-'lt.
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFfICIAL TAX ASSESSHENT with Itppllcnbh Int.rnt baud on In'or..tlon
,,,,battted by the financial In.tltutlon.
Z. Inh.rltanc. t.. bleo... delinquent nln. lonthl aft.r the dlced.nt', dat. of dlnlh.
l. A Joint account II t..abl. IV." though the dlcld.nt'. na.. was added It, It .ntt.r of convenl.nc..
It, Accounh (Including tho.. held bill,.." husband And wlf,) which the daudlnt put In Joint na'.. toIltnln 0118 Ylllt prior to
d..th .r. fully tlllulble a. Ira",'.r,.
S. Account. ..tabllshad JointlY betw.en husband nnd wife .or. than on. yanr prior to d..th at' not la.abl..
6. Account. held by It d'C'd.~t "In trult for" anothar or oth.r. are In.able fully.
REPORTING INSTRUCTIONS
PART
1
TAXPAYER RESPONSE
1. BLOCK A . If the lnlor..tlon and cOIPutatlon In the not Ie. ar. corr.ct and daductlons ara not baing clal.ed, pine. an "X"
In block "A- of P.rt 1 0' the -Ta.payar Respon,." sactlon. Sign t~o capias and sub.lt tha. with your ch.ck 'or tha aaount o~
ta_ to the R.glstar of wills of the county Indlcatad. lh. PA Depart.ant of Re~anue will Issu. an offlclnl nssess.ent
(Far. REY~IS4a EX) upon receipt a' the r.turn fro. the Raglster of wills.
2. BLOCK B . I' the ISS.t specl,l.d an thll not Ie. has be.n or will b. raportad nnd ta. paid with the Pennsylvania Inharltanc.
Ta_ R.turn fll.d by the d.c.d.nt's repre..ntatlv.. plac. an "X. In block "B" of Part I a' the "Ta.pay.r R.sponse" ,.ctlon. Sign on.
copy hnd r.turn to the PA D.part.ent of R.venu., Buraau of Individual Taus. Dept Z&0601, Ilarrhburg, PA 17128-0601 In the
.nv.lop. provided.
3, Bl~CK C . I' the not Ie. Infor.atlon Is Incorract and/or daductlons are baing clal.ed, check block "C" and co.plete Parts 2 and 3
:...;~~:f:.. ~..:. :",& 1,.,,,t;....~::...1 b.~.:"'.
:li~. ~..~ .:;..;.;; .;..:'; ....:....;~. i.;,._ .; ~., ,..... ..;.....:.
. .
..., ,,'. ........Il. ...
. . .
....; ;0..'...... ..I .... ".ltJ~4.;
0' wills 0' the county Indlcat.d. The PA Departaent of R.~enua will Issue an of'lclal ....ss..nt (far. REY-IS4& EXl upon rec.lpt
of the r.turn 'roe the Raglst.r a' wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
HOTE:
the data the account originally was astabllshad or titled In the aanner a.lstlng at data of daath.
For a dacadent dying a,tar 12/12/&2: Accounts which the dacedant put In joint na.a, within one II) yaar of d.ath ar.
ta_abl_ fully as trans,.rs. Howa~.r. thar. Is an a.clu.lon not to a.caed S5,OOO par transfarae ragardlass of the valu. of
the account or the nu.ber 0' accounts h.ld.
I' a doubl. asterl.k c..) app.lr. bafora your first na.. In the addrass portion of this notlca, the 13,000 e.cluslon
already ha. b.en deducted 'roe the account balanca .s r.ported by the financial Institution.
2. Enter the tot.l balance a' the account Including Intera.t .ccru.d to the data of death.
3. Th. parcent of the account that Is ta.able for .ach survivor I. dat.r.lned 8S 'allows:
A. lh. perc.nt ta.abl. for Joint ..set. ..tabll,h.d .or..than on. y..r prior to the d.cedant's daath:
DIVIDED BV TDlAL NUMBER OF
JOINT OWNERS
Exa.pl.: A Joint ass.t r.glst.red
DIVIDED BV TOTAL HUHBER or x '100 . PERCENT TAXABLE
SURYIVING JOINT OWNERS
In the na.. a' the deced.nt and two oth.r per.ons.
I DIYIDED BV 3 (JOINT OWNERS) DIYIDED BV Z (SURVIVORS) . .167 X 100
16.7X (TAKABLE fOR EACH SURVIVOR)
B. Th. percent t._able 'or ..sets craated wlthln.on. y.ar of the dec.dent's d.ath or account. ownad by tha dac.d.nt but held
In trust far .nothar IndlvlduaIC.) (trult b.naficlarles):
I DIVIDED BV TOTAL HUMBER Of SURVIVING JOINT
OWNERS OR TRUSr BENEfiCIARIES
X 100
PERCENT TAXABLE
[_a.pl.: Joint account regl.ter.d In the na.. of the decedent and t~o oth.r persons and ..tabllshed within on. year of death by
the d.c.dent.
1 DIVIDED BV 2 (SURVIVORS) . .50 X 100 . SO~ (TAKABLE fOR EACH SURVIVOR)
4. The a.ount subject to ta_ (line 4) I. detar.lnad by .ultlplylng Ih. account balance (line 2) by tha percent ta.abl. (1In. 3).
S. Ent.r th_ total 0' the debts and d.ductlo~s ll.t.d in Part 3.
6. The a.ount taxabla (line 6) Is detar.lned by ,ubtractlng Ih. dabt. and deductions Illne Sl fro. the a.ount subJ.ct to ta. (lln. 4).
7. Enter the approprlat. ta. rata (1lna 7) a. deteralned balow.
.
.,
r
,
A. for datas 0' death occurring aft.r 6/30/94, the ta. rat.s far transfars 10 .pou.es are ft. follows:
1. Dal.. of death an or after 7/1/94 and bafora l/l/9~ tha rat. Is 3%.
Z. Dat.. of death an or after 1/1/95 tranlf.rs to spou.as will b. ta..d at 0% la. rate.
Notel Far dates of death prior to 7/1/94 tran.f.rs to spou.as ar. ta.able at 6%.
B. Tran".r. to lineal ducandan" Including fnthar, Jlother, son, daughlar, grandchild",", san-In. law,
daught.r-In-law, stepChild and thalr issue ar. laKabl. at sl. perc.nt 16%).
C. Transf.rs to all othars Including broth.r, sister, uncia, aunt, n.phaw and nlec. ara ta.able ftl flftaan perc.nt IIS%).
D. I' yoU chang. the ta. rate, pl.... .paclfY your relationship to tha dec.dent In Iha area provided.
a. Th. a.ount of ta. due (line 0) Is d.terelnad bv aultlplvlng the aaount taKabl. Illne 6) by tha ta. rnta (1In. 1).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. d.bts and d.duction. ar. d.ler.lned ftS follows:
(
A. You l.gally ara rasponslbla for pay.ent, or tha ast.la sUbjact to ad.lnlstration by a parsonal repr..antatlv. I, Insufficient
to pay the deductlbla It....
B. You actually paid the debts aft.r daath of tha dacadent nnd cnn furnish proof of pay..nl.
C. Dabts being clal..d aust b. It..lled fully In Part 3. If additional spac. Is ne.ded, u.e plain paper a 1/2" x II". Proof of
payeent aay be r.qu.st.d by Ihe PA aeparla.nt of R.v.nu..
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WIllS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CAll THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TODI (717) 772-2252 (HEARING IMPAIRED ONLY)
I.
. -. ."....
BUREAU OF INDIVIDUAL TAXES
INHERlrAHCE r.. DIVISION
D[Pf. 110601
HAR~ISaURG, Pi 17121.0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
'*
/&
<r
f.,
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
11"1"'''''' lIt,".
HICHAEL J HANFT ESQ
STE 2
11 W POHFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
HARY
11-03-97
BUTTERWORTH
07-26-96
21 96-0628
CUMBERLAND
101
AltOunt R..1tbd
" /o~.
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TO:
-"-.-.. . ...... "'''''''.."". e,," vnuo DI:'r.nD'ns ~
i' ,
" j
., l 1
,l
,
L"
.
-~.. -- .-_.._..._~~.
---....,..-
.~I.~... "1.:.
10. '
E
I
.
.,
r
,
,
j
"
. .
, -. .......- .... " .
'w:'-.
,
\.
,
.~
,.
!
- .
,
~{.
.....~
,
<'
, t, .,
'J
~"~. ,
'u
.1
..
~ \
, .
4 .r.'-
.... V>".
;. .
.
> " ,
.,;. "::
l'
\.
-,
t.
'Of
.--.'
----..,.,...-
c.. ~-.. -":- .~.
!
..
...-.-
-.__._~~~.
-...
,
\
,
)0
------r-
\
,
~
f
!
!
~
,
.
I
~~F
:<
r.r.,// 1/_ (,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
e/
'*
BUREAU OF INDIVIDUAL TAXES
IMflRIIIN([ tAlC DIIJUIOH
OCPf. 110601
t1ARAISIUAC, PA 1/1~"O'OI
111.UI1I1 '" 111.11.
MICHAEL J HANFT
STE 2
11 W POMFRET ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
E
ESQ
02-09-98
BUTTERWORTIl
07-26-96
21 96-0628
CUMBERLAND
101
MARY
Anount Re.Ht.d
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To insure proper credit to your account, subnit the upper portian of this for. with your tax paynent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:i60-i-EX--AFP--io3~97j------"...--iNH-ERiTiiNCE--TAX--STA-iEHE-NT"O-F-AC-Couiii--.-i.---------------------
ESTATE OF BUTTERWORTH MARY E FILE NO.21 96-0628 ACN 101 DATE 02-09-98
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-27-97
PRINCIPAL TAX DUE, 3,915.63
PAYMENTS CTAX CREDITS),
PAYMENT
DATE
10-28-96
07-24-97
01-13-98
RECEIPT
NUMBER
AA146876
AA211569
AA242644
DISCOUNT C+)
INTEREST/PEN PAID C-)
,00
.00
17.53-
AMOUNT PAID
3,350.00
389.31
193.85
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-14-98
TOTAL TAX CREDIT
3,915.63
BALANCE OF TAX DUE
,00
2,43
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS TNAN II,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR).
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, )
2.43
PAVttEHTI
Detuh the top porUon of thh NoUce and .ublIlt with ~our P'~..nt aad. p.....bl. to the nu. and addr...
prlntld on the r,vlr.. .Id..
If RnlDEHT DECEDEH' ..... ch.ck or 'OMV' or.r P....lbl. tOI RECISTER OF WILLS, ACENT.
If NON-RESIDEN' DECEDENT ..... ch.ck or 10MV' ord.r pIV'IbI. tor CO""OHWEALTH OF PENNSYLVANIA.
REFLWD CCR)I A rlfund 0' I t.. cr'dlt, .....JCh "I' not rlquested on the Tlx Alturn, ..y b. rlCIUIlteet b~ cOIlpI.Ung In
"Appllcltlon for R.,und 0' P~'Ylv...l. lnh.rlt~ end E.t.t. ,.." CREVa1515J. Appllc.tlon. .re ev.JI~I. .t
the O'flce 0' the R.gI.t.t 0' Willi, anv 0' thl 25 Rlvenu. DI.trlct D'flc.. or fro. the D.p.rtl.nt.1 24ahour
.......rlng ..rvlce nu.b.r. for 'or.. ord.rlngr In Penn'Ylvenl. 1~IOO~562~2050, out,ld. P.nn'~lvlnl.
and within loc.1 H.rrl.burg .r.. (111) 111aI0~, TOOl (111) 112-2252 CHI.rlng lap.lr.d onl~).
REPLY TDI au'ltlon. r.glrdlng .rrorl cont.lned on thl. notlc. .hould b. .ddr....d tOI PA D.part..nt of R.venue, Bur.au
of Indlvldu.1 ,...., A'THr Po.t A.......nt Revl... unit. D.pt. Z10601, Harrl.burg, PA 11121-0601, phon.
C711J 711~6505.
DISCOWT I
If In~ t.x due II paid ..Ithln thr.. Cl) c.lender lonth. .ft.r the dlc.dent.. d..th, . flv. p'rcent C5~) dl.count
of the t.x P.ld I. .lloWld.
PENAL TVr
The 15~ t.x .~..ty non-p.rtlclpltlon pen.ltV' I. co~t.d on the total of the t.x and Int.r..t .......d, and not
paId be'or. Janulry II, 1996, the flrlt d.y eft., the .nd of the tex 1In..tv p.rlod.
IHTEREsrr
lntlr..t II chlra.d beginning ..Ith flr.t d.y of dellnClUlncv, or nine C" eonthl and on. (I' d.V' 'roe thl date of
dl.th, to the date 0' p'~I.nt. r.... which b.e... dlllnquent b,'or. Jenu.ry 1, 1912 b..r Intlr..t It the rlt. of
.Ix (6~) p.reent p.r annue ealeul.t.d .t I d.ll... r.t. of .000164. All t.... which b.e... d.llnquent on end .ft'r
Jenulry 1, .912 ..III b.ar Intlr..t .t . rat. whiCh ..Ill vlry fro. calend.r y.ar to c.l.nd.r ya.r ..Ith that t.t.
announc.d by the PA Dlp.rt'.nt of Rlv,nu.. The IPPIIClbl. Int.r..t tata. for 19.Z through 1". .r.r
Y..r Int.r..t R.t. D.UV' Intlre.. Fector V.er Int.r..t A.t. Dllh Inter..t Factor
1'12 Z.~ .000541 1.11 9~ .OOOZU
I'U IU .000411 .'..-199. 11~ .000101
1914 11~ .000101 199. 9~ .OOUZU
.985 U~ .OODJ~ .995-1.", 1~ .000192
.'16 IU .000214 1995-1991 9~ .OOOZU
.-Inter..t I. c.lcul.tld a. 'ol1ow.,
INTEREST a BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice I..ved after the tax becOHI dllI~t ..111 reflect an Int.r..t c.leul.tlon to ftlt"" CIS) dey.
beyond the dlt. o. the .........,t. If PIYMnt I. aadI .fter the Int.r..t eOllputaUon dlt. shown on the
Notle., .cIdIUon.l Inter..t "".t be C8lculatld.
\.
,
IS ,;;tl-ffi
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL rAkES
IHltUIJAHC[ In DIVISIOH
DlP'. "IOU I
uIMAn.LlMc. PA I7I:a-o..ol
NorlCE OF INHERITANCE TAk
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENr OF TAX
MICHAEL J HANFT
STE 2
11 W POMFRET ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-03-97
BUTTERWORTH
07-26-96
21 96-0628
CUMBERLAND
101
ESQ
Allount R.llt tt.d
PA 17013
(~
~ti
1".lhl 'I." H'.H'
MARY
E
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 ..
iiifv:g'(,j-EX--"Fiq'09---97riioYicniF-YNHEififAifcn'A'in-ppijiiisEii€iW;-"U-OWANCE-O-li-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF 8UTTERWDRTH MARY E FILE NO. 21 96-0628 ACN 101 DATE 11-03-97
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roo1 E.t.t. ISch.du1. Al
2. Stocks and Bonds (Schedule 8)
3. Clos.ly Held Stack/Partnership Int.ra.t (Schedule C)
4. Hartg.a../Not.. Receivable (Schedule OJ
5. Cash/Bank Deposits/Hisc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedul. G)
a. Total A...t.
) CHANGED
111
(2)
13)
141
151
(6)
(7)
.00
.00
.00
.00
.00
26.001.29
52.000.00
IBI
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,902.66
9. Funeral Expanse./Ad.. Costs/Hi.c. Expanse. (Schedule Hl (9)
10, DObh/Hodg.g. L1.biUU../L1.n. ISch.dul. II 1101 838.06
11. Tot.l D.duction. Ill)
12. N.t V.lu. of T.. R.turn (12)
13. Charitable/Govern..ntal Bequa.ts; Non-al.ctad 9113 Tru.t. (Schedule J) (13)
14, N.t Volu. of E.t.to Subj.ct to Tox 1141
NOTE: If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of line 14 at Spousal rat. (15)
16. AMount of Lina 14 taxable at Lin.al/Clals A rat. (16)
17. A.ount of llna 14 taxable at Collateral/Cla.s 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
10-28-96
07-24-97
.00 X .00=
65.260.57 X .06=
,00 X .15=
I1B)
RECEIPT
NUHBER
AA146876
AA211569
DISCOUNT 1+1
INTEREST/PEN PAID 1-)
,00
.00
AHOUNT PAID
3,350.00
389.31
INTEREST IS CHARGED THROUGH 11-18-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this fora with your
tax pay.anl.
78,001.29
1:>.740 n
65.260.57
,00
65,260.57
.00
3,915.63
.00
3,915.63
3,739.31
176.32
17.53
193.85
I IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
.,'"
~ .... )
RESERVATION I E.t.t.. of d.c.d.nt. dying on or b.for. O.c..b.r IZ, 19a2 -- If any future Int.r..t In the ..tat. I. tran.f.rr.d
In po......lon or enJoy..nt to Cia.. . (collateral) b.n.flclarl.. of the d.ced.nt eft.r the 'llplreUon of eny ..tet. for
Ilf. or for y.er., the Co..onve.lth h.r.by .llpre..ly r...rv.. the right to eppr.I.. and ...... tren.f.r Inh.rltanc. 'e...
et the l.wful Cle.. . Ccollet.r.l) rat. on anv .uch future Inl.~..t.
PURPOSE Of
HOTlCEI
PAvttEHT~
REFUND (CR) 1
O'JECTlDHS~
ADttlN
ISTRATlVE
CORRECTlDHS1
01SClUtTa
ii
,
PENAl TVa
INTEREST a
To fulfill the requlr...nts of S.ctlon 211t0 of the Inheritance ~ Esht, Ta. Act, Act Z1 of 1995, C1Z P,S.
s.ctlon 9IltO).
D.tech the top portion of thll Notlc. and .ub.1t with your pI)'''.nt to the R.ghtar IJf .l1ls prlnhd on the river I' .Id.,
--Hak. check or eOMY order payabl. to~ REGISTER OF MILLS I AGENT
A refund of eta. credit, which was not r.qu..ted on the 'a. R.turn, .ay be rlqua.t.d by coeplatlng an "Application
for Refund of PaM.ylvanl. Inh.,.ltence and [.t.t. ta... (REY-UU). Appllcatlonl.re avallabl. at the Offlu
of the R.ghter of Willi, any of the Z] R.".nue District Offlc.., 0,. by call1na the spadel 21t~hour
anlwe,.ln; ..rvlca ~ar. for for.. ord.rlng~ In P.Mlvlvanl. l-aOO-162-2050, outside P'M.ylvanla and
within local Her,.llburg ar.a (717) 717-aO'It, TOOl (717) 77Z~22SZ (H.a,.lnl lep.lr.d Onlyl.
Any party In Inter..t not ..thfted with the epprall...nt, allowance or dlsallowMce of d.ductlons, 0" ........"t
of ta. (Includlnll dllcount or I"t.r..t) a. shown on thl. Hotlc. au.t obJ.ct within slxtv (60) day. of r.c.lpt of
thll Notice bYI
uwdtt." prot..t to the PA D.part..nt of R.v.~, Bo.rd of App..", Dapt. ZIIOZI, H.rrllburg, PA 17Iza~IOZI, OR
--.l.ctlon to have the .atter deteralned at audit of the .ccount of the p.rsonal rlpr..antatlv., OR
--app.el to the Orphan.' Court.
Fectu.1 e,.ror. dl.cov.r.d on this ..s.....nt .hould b. .ddre..ad In w,.ltlnll to~ PA Oep.rt.ant of Ravenue,
Bur.au of Indlvldu.l ,...., ATTNI Past A.......nt R.vl.w Unit, O.pt. 2a0601, Harrl.bu"lI, PA 17121~0601
Phone (717) 717-6505. S.. paga 5 of the bookl.t "Instructions for Inh.rltanc. t.M Return for a R..ldant
D.cadent" (REY-lS01) for an ..plan.tlon of .dllnl.tratlv.ly co,.rectabl. .r,.orl.
If any taM due 11 paid within thr.. (3) cal.nda,. .onth. after the d.cedent-, death, a flv. p.runt CS:U dllclM't of
the tn paid 11 .llow.d,
The IS~ taM .-na.ty non~partlclpetlon p.n.ltv II co~t.d on the total of the taM and Int.r..t as....ad, end not
paid b.fore January 18, 1996, the flnt day after the .nd of the ta. .,,"..tv p.rlod, This non-partlclp.tlon
p.naltv 1. appealable In the .... .ann.r .nd In the the .a.a tl.. p.rlod .. you would app.al tha t.M and Int.r.st
th.t has bun .......d .. Indicated on thl. notlc.,
Inter..t 11 charg.d b'lIlnnlnl with flnt d.v of d.lInqu.ncy, 0" nln. (91 .onths and ona n) day fro. the data of
d..th, to tM data of papent. "..s which bau.. dellnqu.nt b.for. Janu.ry I, 1982 b..r Inter..t .t the ret. of
.1. (6X) parc.nt par ~ c.lculat.d .t a dally rat. of ,OOOl61t, All t.... which bee... d.llnqu.nt on and .ft.r
Jenuary 1, 198Z will b.a,. Int.r.lt et a rata which will vary froe c.lenda,. Y"" to cfth"l'l",r y.a,. with th.t rat.
BnnOUnCad bV the PA D.p.,.t..nt of R.v.nu.. The appllcabl. Int.r..t ret.. far 1'12 tnrougn 19'7 .r'l
'!!.!! Inter..t R.t. nallY Inter..t FActor !!!r- Interest Rat. Uallv tntera.t Factor
1912 ZO:c ,0005411 1987 9~ ,OO02U
1911 16% ,00041' 198'-1991 11% ,000101
19&1t 11% .000301 199Z 9% ,0002'7
1985 U% .Oa03S6 1991-1'9lt 7% ,000192
1986 1.% .000271t 1995-1997 9% .OODZU
nlntar..t Is ulcul.t.d .. followS!
INTEREST ~ BALANCE DF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAny Hotlc. IIsued aft.r the taM baeo... d.llnqu.nt will rafl.ct an Inter..t calculation to ,1ft.", (U) d.ys
beyond the d.t. of tM ........"t. If p.y.",t Is aact. afta,. the Inter..t cOllpUtat1on det. Shown on the
Notlc., additional Int.r..t au.t be calculatad.