HomeMy WebLinkAbout96-00631
( L E-T Tc-R.~ l\.E:VOKE::D")
PETITION Fon I'IWnATE und GnANT OF LETTEns
21 :\16:_ (0:3 ',,_ ___''
bill/I' III .. ,~()I'I~J~._Sup~o.__m.'_' -..--..- .
al.\I' kIlO"''''I\ ___.__.___._....-.. '"------".-~------
No.
To:
_._....._'_' _ ._." __. m._.......'.__ l{e~i,ler of Will\ I'm Ihe
.._...,__..._.,,_u_.. _ u.. ____.__ _v, f),.....lIwd, COIlIlIY III' ___CUl!!bgrjlllld-_,. in Ihe
SIlrillJ SI'(,/lrity Nil. .___57..9.::3.~-:9.5.2.1_-_._. ComnHlnweahh or Penll\ylvania
The pelilion of Ihe IIIl1k"i~lIed ,e,peelfully ,eprewnl' Ihal:
YOIII pelilione,(,), who bla,e IN yea" of age or older an Ihe ewcn!J>J'__.____
inlhe 101\1 will of Ihe ahol'e deel'dent, dalcd Mlly..JJJ,j9.9.6.____
and eodidl(,) dalcd _.JlOlle
named
, 19_
1\lall." rdl'\alll d'I.:'lIl11\I.IIK....... c.!!, rcnundaliun, 1I~..llh ul C\I.'\."UltH. CIl.",1
Dccendcnl was domicilcd al dCalh iu Cumb.crlund Counly, Pcnnsylvania, wilh
h pr lasl family 0' priucipal ,esidcncc aI I UO..Nor.way_Strccl,-Mcclu1nicsburg'.-
.J.'a.-l1.oS 5
(Ii.., \ltc\."l. lIumtwr ;\IId 11I1111l.:'iI'illity)
Dcccndcnl,lhcn 70 ycms of agc, dicd July 29, ,19 96
aI Harrisburl!: Hospital. Harrisburg, Po.
EXCCPI as follows, dcccdcnl did nOlmarry, was nol divorccd and did nol havc a child born or adoplcd
aflcr cxccUlion of Ihc will olTcrcd for probarc; was nOllhc vklim of a killing and was ncvcr adjudicalcd
incompclcnl: no exceptions
Dcccndcnl OIl dcalh owncd proPCrlY wilh cslimalcd valucs as follows:
(II' domkilcd in Pol,) All pc"onal propCrlY S
(II' nol domicilcd in Pa,) Pcrsonal propcrlY in Pcnnsylvania S
(II' nol domicilcd in Pa.) Pcrsonal propCrlY in Counly S
Valuc or rcal eslalC in Pennsylvania S
silualed as rollows:
WHEREFORE, pClilioncr(s) respcclrully requcsI(S) the probalc or Ihe laSI will and codicil(s)
prescnled herewilh and Ihc gram of lellers testamentary
lll...lOll1IClllary; admini\lriUiun .....1,3,; iuJmil1i\uJlion lI,b,n,c.t.a,)
Ihcron,
.
"
.,
"
"
-.:!"7
.-
""
:<"
c
,,0
c'=
~.=
-"
~:..
"-
50
;;
c
~
~
4;'1f //1",411 /ttjk
\ ilIiam M. Supko r/
--L~reet
--.-Mechllllicsburg, PA 17055
OATH 0..' PEnSONAL REPnESENTATIVE
COMMONWEALTH OF I'ENNSYLV ANIA
COUNTY OF CUMBERLAND
} ::;::;
The pelilioner(s) ahove-namcd swcar(s) or arrinn(s) Ihallhe sHllcmcnls inlhe foregoing pClilion arc
!ruc and cllrreCllo Ihe beslor Ihc knowledgc lInd belicr or I'clilioner(s) and Ihar as personal rcprcscn.
lalivc(s) or Ihe aho\'e dcccdelll pelilillncr(s) will well and IIllly mhninislcr Ihe '.lIe cording 10 law,
, ?
sworn,1U or alTitll,lCd, a,nd ,snbscribCd, { t{L(..n~ ~L /.-..---
hcforc mc Ihis 13J.t!....-_ day of
=}T)-{-i4\1gust,-_C':\ 1'Ll}6:", Z"T
u..fRz"!'----'-'-0Ll..I..:r.~Lf..J.!,~JS-...!!...') I ,-,-u.[ i'\1li.u'
" Mary C. Lewis, R('~i,\lI'r \l..1)
'"
,.'
"
..
i:
~
~
( lETTE-f\~ 'RevDK.~ )
No. 21-06- 631
l5 ~A1Wf Iqen
Estate 01'
Doris B. Supko,
I I>eceased
I>ECREl~ 0'" l)ROnATI~ ANI> GRANT 01: L1~TTEI{S
AND NOW AUGUST 15, 19_91L-. in comidcralion of the petillon on
the reverse side hereof. stl\isfactory proof having been presented before me.
IT IS DECREED thai the inslrllmenl(s) dUled May 16, 1006,
described Iherein be udmilled 10 probate and filed of record as Ihe lust will of
Doris E. Supko,
and Lellers Testamentary
are hereby grantcd 10 William M. Supko.
Rcgi\ICror WiII't
'. MARY C. LEWI S
Frey and Tiley
By Robert M. Frey, Esquire
ATTORNEY (Sup. Cl, I,ll. No,)
5 S. Hanover St., Carlisle, P A 17013
AIlIJRESS
l~/1fOtn~J
FEES
Probatc. Lcllcrs. Etc. ".."", $
Short Ccrlifieates( 2) ," , . , , , ., $
Renunciation,.,.",.,.,."" $
X-Page $ 3.00
JCP 5.00
TOTAL _ $ 249.00
Filed",. ,~UG.UST, .1.5, . 1!l96 , "..",.,.,
235.00
6.00
#06274
717-243-5838
PHONE
~
" .' ..-
~I .
,
(~-
I' I
r-,
,-.
'.) . 'u
" L.. ,
u:; p, :.>
UU
Called attorney on 8-16-96.
PETITION FOH ItRQlJWJK IHI GltANT OF LETTEltS
TO SUCCllSSOlt IIXIlCUTOIlS
1::11<I11' ,~r H_ DorlsH._511p~o _ _ _ ___ No, 21:!lfi-fi31
11/\0 kllon''' ,n ___. m_ To:
... _____. 1(~gbl~1 of Wil" I'm Ih~
w_._"'_.. ...___'__'__ ," _. fJI'''''IIIC't1. Couuly of ..._ClIlllbcr,III!I<L__ in 'h~
Sodlll S"I'/lrity No. _5J..!l.:~_8.:9Ji.;t7...___ _'___ Commonw~ahh of I'~n",ylvania
Th~ p~lilionof Ih~ n",lclsign~d r~'p~~lfully I~pr~s~n" Ihal: I' 1
\xccu ors
Your p~lilion~r(s). who i,/ar~ 1M y~ars of ag~ ur old~llilllllkuJ.'lOlLUrcJIJc_~lJc,<~.cji,'Lor/_. nam~d
in'h~ lasl will of Ih~ ahov~ d~~~d~nl. dal~d._ I't:llly_I.!!.__n_._____.____..., 11)_96_
1I11~=~f.;JlI:~b~d;\Yllnum M;"SupkoLwlIs 8ppolnl~ Ilx"ccutg-r on t\Jigusl 15.J..9ii6;
_1\!]JLgl~~J7.(l!mlUryi7, 1997 wit!JQ..uLhll.yj!lgSQlI\plQiQdJh9""SQtllQlIlcnLoUhc
_ cs llllc..oLDorls ..E._Supko.
(\lilll. 'l'h:\illll drnUII\lillKI.'\, l',~, IClIlIlld,lIllHl, lkalh (II e\l'\'u!tll, Cl~.)
D~~~nd~lII was domicil~d al d~alh in _Cumb9rlll!ld CounlY. I'~nnsylvanill, wilh
her las' family ur principal mid~llC~ al 1 00 NorwI\Y_~l,..Mc..chl\~ll.l!rg,
l'cnnsylvanlIL170.55.
1Ii\1 \IICl.I, IItllllhcr allllllllllldI1alil)'1
D~~~nd~nl. Ih~n 70 y~ars of ag~, di~d July 29 . 1996
.11 Harri~!:!.\!.I',g lIos(1ita1..1iarrisbu.rg, Pennsvlvania
E'~~pl as 1'011011>, d~~~d~lII did nOlmarry. was nol divor~~d ,md did Illll hav~ a ~hild horn or adopled
after ~,~~ulion of Ih~ will off~r~d for probal~; was "'lIlh~ viclim of a killing and was n~ver adjudicated
in~omp~l~nl: --D9...JlXC.QP,t.iJ1rn;
()~~~nd~nl .11 d~alh oWII~d prop~r1Y wilh ~slimal~d valu~s as follows:
(If domiciled in I'a.) All p~rsolllll prop~r1Y
(If nol domicil~d in I'a,) I'~rsollal prop~r1Y in I'~nnsylvania
(If nol domicil~d in 1',1,) I'ersollal properlY in CoulllY
Value of r~al ~slat~ in I'~nnsylvania
silUal~d as follows: Borough Of Mechan!csburg, Cumbcrland
County, Pennsylvania
$ nol estimated
$
$
$ not estimated
WI1EREFORE, p~lilion~r(s) r~sl'~~lfully
I'r~s~nl~d h~r~wilh and Ih~ gralll of Icll~rs
lh~ron,
r~qu~st(s) Ih~ probal~ of lh~ lasl will ,md ~odieil(s)
lestamentary as successor Executors
qU.'1alllClll;I.I~ilL!lllilli,lrilli{ln C.l,a.; adminhuillilll1 d,h,n,C,I,i\,)
- ---
"
'.
c
"
.,,-
Gf
0:"
c
.,,0
c';:
l"J';:
_u
,,,-
,,~
~c
C
~
~
;f&~X/+Am;;lr
"RObert r:-Oarrett
525 West 2nd Street
Jlir.dsboro,..P..A...J.9.5_0.8
_SS...No-,-t67-4jJ-l6-64
7;../-I-/'~iL~ . ~
Michael L. Garrett
1215 Indian Pelt Road
..M.c~lInl.c.sb.urgI-PA 17055
55 No. 182-46-2845
OATH 01; tJEHSONAL HEPHESENTATIVE
COMMONWEALTII OF I'ENNSYLV ANIA } l:lli
COUNTY OF CUMBERLAND
Th~ I'elilion~r(\) abo\'~.nall1ed ""ear(s) llC affirll1(s) Ihallhe sH\lell1~nl\ inlh~ foregoing !,~,i1i"n ,tr~
I"'~ and corr~clllllh~ b~Slllf Ihe kno\Vledg~ and hc1icf of pelitioner(s) ,lIId Ihm a\ !,~rsllnal repres~n'
H\live(\) of Ih~ ahow de~eclelll !'elilillner(s) will w~lI and trllly administer l'~ esH\I~ according 10 law,
-?/:t: J /.1. '>>J
Sworn III or lIffinll~d ,alld \lIh,crihed {. ~./'v;/ ~/ '-!Ur !!'
h~for~. 1I1~ Ihis --:-_l4 tf--- dayrof _Roberl L._ c:Vlt ~.
~RCII" ,.' :::x . l_J 19 9.111 ....2 /, "
. (10, _~-!~!Ad~.i~ . I1JI / (;(JJ.t. /~~~~~ ~. ~
Jl~ c.-LEwrfL ~<'Ri.\I"r'f MlcllI\QIj"..GJl..rrglt 2
I r:,,) -I Glf - <?
N 21-96-631
o.
Estate of
DOlUS E. SUI'KO
, neceused
DECREE OF I)ROnATE AND GRANT OF LETTERS
AND NOW MI\IlCH 25 19J!1-, in consideration of the petition on
Ihe reverse side hereof, satisfactory proof having been presenled beforc me,
IT IS DECREED thatlhe instrument(s) datcd Mav 16. 1996.
described thcrein be admitted to probate and filcd of record as thc lasl will of
Doris E. Supko.
and Letters Tegtnmentnry to succegsor Executors
arc hereby granted to Robert L. Garrett and Michael L. Garrett
I
i
\.
FEES
Probate, Letters, Etc. .".",.. $
Short Certificates! 2) , , ., , .. , " $
Ilenuncialion ,."""..,..". $
$
TOTAL _ $ 31.00
Filed ". ,t:l(\.~~,I-!, f,?!., ~,~~?,.,.,..,',.
l'Y(ENj c..':;;...u fl-U'- tr,t1t, Oy.lLfL&at
Rcghu:r of Wills .
Frey & Tiley
By: Robert M. Frey Esquire #06274
25.00
6.00
ATfORNEY (Sup. Cl, 1.0. No.)
5 South Hanover Street, Carlisle, PA 17103
!
i
\
ADDRESS
(717) 243-5838
PHONE
H.1
,..'-
:J
'.:n:)
31:)
[[: :::.J 1',7 "'! 16
.. u..
.. ,
';'1'
"
"
"
II
""IJ
.
.
LAST WILL ANIl TESTAMENT
Oil
1l00US Eo Slll'KO
I, DORIS E. SUPKO, of 100 Norway SUCL'1 111 Ih~ 1\II111111!h III M~dlllnic~hur~,
Cumberland County, Pennsylvania, h~in~ III ~1I111111 111111 11i'IHl\il1g lIIi 1111 , 1II~IIIIlI'Y I1nll
understanding, do hereby make, puhlish l1I11lll~dIlI'L'lhi, 11' lIIH111l1' IllY 1.11'1 Will 111111 T~~llIl1lenl,
hereby revoking and making voill any allll all Will, hy IIIL' 1I11111Y lilllL' hL'II'II1IiIIL' Il1mle,
I. I direct my hereinafter l1amell EWL'Ullll' Ill' E~L'I'I1IIl" III pay 1111 III lilY .iu~1 lIehts IIml
funeral expenses as soon after lilY lIe;uh ;1\ lIIay Iw 111111111 l'III11'I'IIIL'nlll1 1111 "I, 11Iil'ecllhullllY
body be inlerred in the Meehanieshlll'~ Cemelel'Y Iln U 1111 which I il11el11111l I1cquil'e hut if not
acquired by the time of my death Ihenl lIil'ecllllY bel'lIll1l' Ill' E~eclltlll~ tll ucquil'e U ~uiluhle
burial lot there, I further direetlhatlllY funcral ~~I'vic~~ he L'lllllhlL'lell hy Myel'~ 1'1Inernlllllllle,
Mechanicsburg, Pennsylvania. as lilY E~ecullll' Ill' EM'Clllll" shallllL'el1lUppl'llprillte,
, I direct that all inherilance, lral1~fer, ~ucce~~illl1, ~~11I1~ lII11lll~lIth tuxes whieh nmy he
payable on account of my death shall h~ payahl~ frnll1 Ihe I'e~illue of lilY eslUle regardless of
whether the assets upon which such tax~~ are ha~ell me il1dull~lI ill lilY plllhule estllte,
3, I give and bequeath whatever 1I11101llllhilc I lIIay Ilwn ullhe lime of lilY death 10 my
daughter-in-law. Collelle Garrell,
4, I give and bequeath all of the shure~ Ill' Inl~l'IIalionall\\lSine~s Machine COlllpany which
I may own at the time of my dealh in ellualllmllunl~ III my four grandchildren who me the three
children of my son, Michael L. Garrell, who ure Jmeph M, Garrell, SUlanne L. Garrell and Sarah
E. Garrett. and the one child of my son, I{ohert L. Garrell, who is Lindsay W, Garrell, provided
each of said grandchildren has ullained I K yeurs of uge, If any of sllid grundchildren is less thUII
18 years of age. I direct the share such grandchild would have received shall be held by the father
of that grandchild as custodian of such shares uml shllll cuu~e Ihe same to be delivered to the
person for whom the shares arc being held upon alluining I K years of age. If the number of
shares owned by me at the time of my death is nnt divisihle into four equal numbers of shares. I
direct that the whole share be paid to my gramlson, Joscph M, Garrell, and the difference for each
of the other grandchildren be made up in ca~h,
5. If I am still the owner of the house and Int of ground at 100 Norway Slreet in the
Borough of Meehanicsburg, Cumherlaml County, Pennsylvunia, I direcI that my husband,
William M, Supko, shall have the righttn occupy the same so long as he desires to do so and
upon his death or wrillen direction thai he desires totenninale his righlto occupy, I direct the same
shall pass to my two sons, their heirs und ussigns, as equal tenants in common. they being Robert
L. Garrett and Michael L. Garrcll, In uddition. I direct lhat all of the household goods and
furnishings which I may ownutthe time of my dealh which me located in my house at 100
Norway Street, Meehanicsburg, Pennsylvaniu, shull be availahle for the use of my husband,
William M, Supko, so long us he desires louse Ihe Sl1lne, and upon his death or written notice
that he desires to cease using uny of them, the slime shall pass as part of the residue of my eSlate,
During the lime my husband, William M, Supko, chooses 10 occupy my said house, he shall be
responsible for carrying lire insurance with extended coveruge with reasonable limils of liability,
liability insurance with reasonahle Ii mils of liahility. and shall pay 1111 real estllte taxcs and
municipalllsscssments which may he lIssessed against the property and shall keep the same in a
rellsonably good slllle of repllir,
6, All of the rest, residue und remainder of my estate, real, personal and mixed, lInd
wheresoever the slime muy be situllte, I give, devise and hequeuth in equlll shllres to my two sons,
Robert L. GlIrrellllnd Michael\.. Garrell, their heirs and lIssigns, provided each of them shall
survive me hy a pcriod of nincty (1)0) days, hul should cither of them fail to so survive me then
the share such deceased snn wllulll hllve received shall pass 10 such of his legitimate issue as shall
survive me by a period Ill' ninely (1)0) dllY~, Iheir heirs lInd assigns, per stirpes,
7, I hereby nnlllinate, con~tilnte and IIppninlmy hushand, William M, Supko, liS Executor
of Ihis my LlIsI Willllnd Te~lllmenl hut ~hnuld he predecease Ille or fail to qUlllify or cease serving
liS such, then in such event Inlllninllle. constilute and lIppnintmy two sons. Robert L. Garrellllnd
Page I of 2 Pages
'~
~
,~.
\
,\
\;
'f
"->
'~"
, ~~
-Jo
.
Michael L. Garrett, or either of them, as altemate or successor Executors, and I further direct that
none of them shall be required to post any bond to secure the faithful performance of his duties in
the Commonwealth of Pennsylvania or in any other jurisdiction,
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament written on LWO (2) pages, this 16th day of May, 1996.
~(~ ~ t) ,,k (SEAL)
Doris E. Supko j
Signed, sealed, published and declared by DORIS E. SUPKO, the Testatrix above named,
as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and
in the presence of each other, have hereunto subscribed our names as attesting witnesses,
--5J A.
If)J-. _k~
Page 2 of 2 Pages
...
-,',:"
" _0
. -'(~~O
OOr<'_'
'r.. "0
;;" -,-
,,:,m
- ,':::-"..::.
.' (..;,.0),
, .~.~
'~B
'".,
,...."
Eo<
~
:s
<
ti
l:l
~
..:l
~
fii
<
..:l
. ' -.~ '
",'
I>.
,".'
....'
>,.;,
"
",'
',~~i
.1.,/'tf.
;:~:A1Efjff_
"':.-YI~~{
-:~:~:i~Gql
." ,.,'~~
<'i?;_~:~~
m~
''':~
;.;,;_...
.'
::j
.,S;1~~;
.'. ,;' ;c..-:--,r}~0~}
:1~
,,::':.'
~
o
o
III
~
~
P3
;
o
j:l
hi ~l~l
-'~~~N.
.. ~ <(~.
~hi~
~ sl~:l:". :
._'--' <-.",,:.
~;: -.~- ;'~
,.-"..,....
"
';'.'t.
.'~ ).~,;<~i(.;~
. "~~~
'; '\:.':;~
' , :~"~.;~~;~j]
': :yL:i~M
',.' .~.
,'- -,-,..~
. _......- -.., '"' -., .
1,
CERTIFICATION OF NOTICE UNDEH IHJI.E 5. fi (a)
Name of Decedent:
Doris E. Supko
Date of Death:
JulY 29, 1996
Admin. No. 21-96-631
Will No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Sept. I J, ,1996
~
Address
Joseph M. Garrett, 1215 Indian Peg Road, Mechanicsburg, P A 17055
Suzanne L. Garrett, 1215 Indian Peg Road, Mechanicsburg, PA 17055
Sarah E. Garrett, 1215 Indian Peg Road, Mechanicsburg, PA 17055
Lindsay W. Garrett, 525 West Second Street, Birdsboro, PA 19508
William M. Supko, 100 Norway Street, Mechanicsburg, PA 17055
Robert L. Garrett, 525 West Second Street, Birdsboro, PA 19508
Michael L. Garrett, 1215 Indian Peg Road, Mechanicsburg, PA 17055
Collette Garrett, 1215 Indian Peg Road, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except no exceptions
Date: Sept. 12 , 1996
C")
~ '-1"
..
It:,
"
l:J
.}
.,
,
, .' )
c: '- , . ,,' =>
Go
Yf.~ ,h, ~~
Signature
Name
Robert M. Frey
Address
5 South Hanover St.
Carlisle, PA 17013
Telephone(717) 243-5838
Capacity:
Personal Representative
x
Counsel for personal
representative
1\
I
I
i
I
I
,
,
IN RE:
REGISTER OF WILLS
CUMBERLAND COUN'l"{
PENNSYLVANIA
ESTA'l'E NO. 21-1996-631
DORIS E. SUPKO
DECEASED
ORDER OF THE REGIS'I'ER OF WILLS 'I'D REVOKE LE'l'TERS TESTAMENTARY
AND NOW, this 25th day of March 1997, I Mary C. Lewis, Reg-
ister of Wills in and for Cumberland County, do hereby revoke
Letters of Testamentary issued to William M. Supko on August 15,
1996. William M. supko named executor in the estate of Doris
E. supko died February 17, 1997. New Letters of Testamentary are
being issued to Robert L. Garrett and Michael L. Garrett, successor
Executors under the Last will and Testament of Doris E. Supko.
, I
1 I
i i
l'IItST AND I'INAI, ACCOUNT 01' ItOnlill'I' I.. UAllIlH'("I' AND MICIIAIiI, I" GA1t1t1l1"r,
IlXECUTOItS 01' TIIIl I,AS'I' WII,I, AND 'I'ESTAMEN'I' 01' DOlllS H. SUI'IW, 1,A'rll 01' TilE
BOROUGII 01' MIlCIIANICSBUItG, CUMBIlItI,AND COUNTY, I'IlNNSYI,VANIA, DIlCIlASED
LE'rmItS TESTAM IlNTAIt Y ADVElITISED:
CUMBEItLAND LAW JOURNAL
September 27, October 4 and 11,1996
TilE SENTINEL
September 17, 24 and Octobcr 1, 1996
DATE OF DIlATII:
July 29, 1996
ESTATE FILE NO. 21-96-631
PRINCIPAL RECEIVED
Accountants charge themselves with the following principal amounts received:
1996
Aug. 5 Mellon Bank checking account 11141-109-1471
Accrued interest to July 29, 1996
Mellon Bank savings account 1100414-750130
Accrued interest to July 29, 1996
Cash in safe deposit box
Mellon Bank Growth Certificate 1I0-A06699-C
Accrued interest to July 29, 1996
IBM medical plan checks
AmeriChoice FCU ffiA - William Supko, beneficiary
IBM Corp. Tax Deferred Savings Plan - William Supko, beneficiary
141 shs. IBM common @ 104.4375
Miscellaneous household goods
1987 Honda automobile
House and lot of ground at 100 Norway Street, Mechanicsburg,
Cumberland County, Pennsylvania
TOTAL PRINCIPAL RECEIVED
5
, 5
I
. 5
.,
Sept. 17
'I 17
{ 17
17
.f
INCOME RECEIVED
Accountants charge themselves with the following income amounts received:
1996
Aug.
I
.!
5
5
Sept. 5
30
Oct. 7
31
interest, Mellon Bank checking account
interest, Mellon Bank savings account
interest, Mellon Bank checking account
interest, Estate checking account
Dividend, IBM
interest, Estate checking account
-1-
30,586.32
30.98
235.60
.34
3,740.00
19,436.97
260.70
275.81
4,248.28
11,150.18
14,725.68
3,000.00
2,000.00
110,000.00
199,690.86
8.09
.55
35.68
19.54
49.35
20.81
Nov. 2!l Interest, Estnte checking nccount 12.11
Dec. 31 Interest, I(stnte checking nccount 1:1.82
1997
'Jiiii':"" 7 Dividend, lIlM 49.:15
31 Interest, Estate checking account 13.09
Feb. 28 Interest, Estate checking account 11.62
Mar. 27 Dividend, IBM 49.35
28 Interest, Estate checking account 12.89
Apr. 30 Interest, Estate checking account 14.72
30 Interest, Mellon Bank Growth Certificate 587.41
May 30 Interest, Estate checking account 22.16
June 30 Interest, Estate checking account 22.79
July 30 1nterest, Estate checking account 21.98
Aug. 30 Interest, Estate checking account 16.31
Sept. 30 Interest, Estate checking account 17.16
Oct. 31 Interest, Estate checking account 17.09
Nov. 28 Interest I Estate checking account 13.96
Dec. 31 Interest, Estate checking account 15.69
1998
Jiiii:" 30 Interest, Estate checking account 13.88
Feb. 28 Interest, Estate checking account 12.64
Mar. 4 Loss on sale of 100 Norway Street, Mechanicsburg, Pa. (6,000.00)
Expenses of sale:
TransAmerica Realty Tax Service (62.00)
Notary Public fee (4.00)
'I Disbursement fee (35.00)
Recorder of Deeds, realty transfer taxes (1,040.00)
1\ Pest certification (25.00)
Russell Mechanical, repairs (65.00)
i Heiges Electrical Services, Inc., repairs (720.00)
i Coldwell Banker Homesa1e Services, realtor's commissions (6,240.00)
i
i Mar. 31 Interest, Estate checking account 34.06
TOTAL INCOME RECE1VED (13,084.90)
-2-
IJISIIU I(SE~I EN'I'S
AccollntllnLs Clllllll crcdll fOl' thc followh1lt 1I111ounls puld:
1996
Aug. 15 Rcglstcr of Wills, I,ctters 'I'cstulllcntury und 2 short ccrtificlltcs 249.00
Scpt. 11 Wllllalll M. Supko, family 11110wuncc 3,500.00
11 0011 IlIcks, sufc dcposlt box drllllng 85.00
12 Cumbcrll1nd Luw Journul, udvcrLlsing Lettcrs 60.00
17 Thc Bon-Ton, crcdl L cl1rd balancc 33.65
17 Montgomcry Ward, credit card balancc 7.69
17 Mcchanicsburg Cemctcry, burla110t 985.00
17 Myers Funeral Home, funeral services 9,095.00
17 Barry L. Heckard, Tax Collector, 1997 personal school taxes 10.00
i 17 Gingrich Memorials, grave marker 2,055.00
I Oct. 17 A. Z. Ritzman Assoc., Inc., medical account balance 1.78
I
:1 17 Crumay Parnes Assoc., rnc.; medical account balance 14.96
23 Credit Card Dept., account balance 22.71
, 23 Pulmonary & Critical Care Medicine, account
'! 87.30
" 23 Holy Spirit Hospital, account 373.18
23 A. Z. Ritzman Assoc., Inc., account 21. 36
I
23 Register of Wills, Pa. Transfer Inheritance Tax 5,256.73
(I
31 Mellon Bank, service charge 4.00
.1 Nov. 5 The Sentinel, advertising Letters 62.09
I 19 Susquehanna Surgeons, Ltd., account 33.43
I 19 Pinnacle Health Hospital, account 350.84
i 29 Mellon Bank, service charge 4.00
'I Dec. 31 Mellon Bank, service charge 4.00
I
,I 1997
"
" Jan.
i 7 Register of Wills, 1 short certificate 3.00
,
'1
d 7 Pinnacle Health Hospital, account 41.38
,
i' 7 Moffitt, Pease & Lim Assoc., account 112.02
,
'! 22 Mellon Bank, charge for checks
!i 23.00
" 31 Mellon Bank, service charge
.1 4.00
'! Feb. 28 Mellon Bank, service charge
, 6.00
Mar. 27 Register of Wills, Letters dbncta and 3 short certificates 34.00
27 Pinnacle Health Hospital, account 102.11
-3-
Mar. 27
28
Apr. 24
24
24
30
30
May 1
7
7
7
7
30
June 12
26
26
30
July 17
17
17
30
Aug. 12
12
14
19
22
22
29
29
Sept. 30
Oct. 7
9
31
1I0ly Spirit 1I0spilnl, nccount
MeUon Bunk, sel'vlce chnl'r,c
Cummings Assoc., uccount
1'1'&1" electricity
Murk E. IIllbert & Assoc., l'eu1 estute uppruisul
Liberty Mutual, fire insurance
Mellon Bank, service charge
Register of Wills, filing Inheritance TalC Return
Liberty Mutual, fire insurance
Siege1baum & Gunder, medical account
PP&L, electricity
United Water, water service
Mellon Bank, service charge
PP&L, electricity
Holy Spirit Hospital, account
Moffitt, Pease & Lim Assoc., account
Mellon Bank, service charge
Borough of Mechanicsburg, sewer and refuse service
PP&L, electricity
Shipley, fuel oil
Mellon Bank, service charge
United Water, water service
PP&L, electricity
Barry L. Heckard, TalC Collector, 1997-98 school real estate taxes
Robert L. Garrett, reimbursement for advertising house and
electrical repairs
Robert J. Kantor, M.D'I account
Liberty Mutual, fire Insurance
Mellon Bank, charge for checks
Mellon Bank, service charge
Mellon Bank, service charge
Borough of Mechanlcsburg, sewer and refuse service
PP&L, electricity
Mellon Bank, service charge
-4-
41!l.2.1
G.OO
IOO.!lO
14.75
250.00
7!l.00
6.00
15.00
30.00
41.74
16.86
24.81
6.00
15.00
313.04
2.22
6.00
145.48
16.33
89.90
6.00
21.14
14.78
573.42
50.37
41.11
99.00
24.00
6.00
6.00
63.84
22.21
6.00
Nov. 0\ Shipley all, fuel all 20\1.71
10 Unilel! Wlllel' I'll., willeI' sel'vice 17.-15
10 1'1'&1" elecll'icily !I.30
28 Melloll Bunk, service chlll'~e 6.00
Dec. 2 Llberly Muluul, fire Insurullce 102.ll0
2 Burry Heckurd, Tux Colleclor, 1 !l1l7 Counly und Township reu1 esLule
luxes - 184.23 less pro-rutioll of 180\.23 0.00
4 PP&L, e1ectrici ly 14.43
31 Mellon Bunk, service churge 6.00
1998
Jun. 6 Borough of Mechunicsburg, sewer und refuse service - 63.60 less
pro-rution of 19.79 43.81
7 P1'&L, electricity 11.07
30 Mellon Bunk, service churge 6.00
Feb. 3 1'1'&L, electricity 15.32
3 United Wuter, wuter service 17.45
17 Mellon Bunk, churge for checks 24.00
28 Mellon Bunk, service churge 6.00
Mur. 4 Burry Heckard, Tax Collector, 1998 County and Township real estate
taxes - 176.60 less pro-ration of 148.32 28.28
4 Robert L. Garrett, reimbursement for repairs to house 24.16
4 Karl R. Stine, trash hauling 80.00
24 1'1'&L, final electric bill 14.40
24 Shipley 011 Co., fuel oil 111. 30
31 Mellon Bank, service charge 6.00
Apr. 2 United Water 1'a., water service 8.22
13 1'A Department of Revenue, 1997 Fiduciary income Tax 27.56
Reserve for preparing and paying 1998 Fiduciary income Tax 100.00
Frey and Tiley, Attorney's fee 8,987.63
Reserve to file Account 115.00
TOTAL DISBURSEMENTS 35,197.46
-5-
.;...
"
. ,
"
..
"
I helebv certify thst written notice of the filing of this Ststemont
of Proposed Distribution, and of the date, time and place when
1M seme will be presented to the Court for confirmation and
. ,I lhe last dav to file wrlllen objections to eald Statement of
: 'oposed Distribution, hss been given to every unpaid claimant'
"clIO evelV other person known to the accountant to have
,,,' claim an Interest In the estate as creditor, beneficiary, heir
Of next of kin.
A copy of said Ststement was Included with the notice.
rGrv..(~,,'d--
0 t:lf:
M
l""l 8~
Q.. 'j~8
N .'
... .
~
i
"
l:I ~
~, ~~Pl~
,E-< .J ,E-<E-<i9al Q
:r; E-<..H"~f"<rn Pl
g r; fa fi1 O:s 0 ~ ~~
UPlal<rg~~~~Pl
U..:lO=o......... !lio
<Pr::OE-<~....=plil
Q "'pe:;..:l@oQ
g~~~@QO:SO<
.f"<~~~tj~~r;~~
, l:I!ile::~E-l'..:lCl.l=..:l~
.' ~CI.lPf;ltl=1Il0fa~
2~r::r::~!!3gal~
.~O~~~~~~~~
f"<G:l:IOO..:lQalOl1<
-gc,,-'
um r
~~!ll~ t '
lieu-o;" ..L
1 Q.l 'tJ C" IS) r
E lii .. c l:l
eu ...1: 't ..
W - Q) fO .
V II> 0 ~
,-,~"5!
.... ~l IV
~1 ~g1ii l
~-;.: n r.: J
III ., 2 8. ~
u C .... c .
~ .2 C ~ ';:
a.:g:'J-Xl
'DEJO.
c... r--d)
CI -= a3 C
Gl s: >'-
,e is :2 III ~ .c
'I
0" 'n;
I:-C-~
8 Q) ::J l,/) ra ~ cu
>.c: 0 c .. 0 c
.o..U.9Ccu...
Gl'O Glueue eu> 0
... &: cu ...
CP "'0.... '-'m.z:. ,_
.cco..o_oCU
_CD..Ou....c::
~~J~i
~I"..I:!N
i=~~"f;'
oil > ~,~...
W:x: "t:.
it~~~j
fE~cl3~j
II) ~
"IV uoa II. l'V.1
w
....
..,s..
....0:..
w......
="'9
....0:...
I!:
..
,.~:1~:~C\
-0fIl-
COMMOHWIAITIl 01 P1flH!:lYl\'M41A
OlPAllfMIUT 01 IUVlPWI
01" nOWI
IiAUIUUIIQ,'A 111]10601
OIClOH' '~,uMIUA!:l . '..~I_ AI,1l Mllltltl II,IIIAl!
I . ,,\1\ I.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
t:
-
lOR OAns 01 OIATH AnlR 12/31/91 CIlICK HIRI
" A SPOUSAL
POYlRlY CRIOlllS CLAIMIO I I
ilL! NUMIIR
?I-llli-Ii:ll
SUPKO DOIllS E.
1~~;~~';~~9N;;~'-- -- -1~;'~';;::~~91i .l:~~~: ;:..!~;~
,<I ..".."" 1",,,,,..,.1~1I' ....~:~::::::':'<.~_ r'~~'~'::" ":'11
r~ 1 Original Relurn r'J 2 Supplemental Relurn
o 4. Limiled Eltate rJ 40 Future Inlerllll Compromile
(for dalel 01 death oller 12.12.821
[g 6. Oeced.nl Died Tellole {] 7 Decedenl Mainlained a li...ing TrUll
(Anach copy of Willi (AlIoch copy 01 Trull)
ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMf (OMPUI( MAtllt4Q AOORU~
Frey and Tiley 5 South Hanover Street
'''''''ONf''UMIII .------ Carlisle, PA 17013
20. If line 19 i. greoler than line 18, enler the difference on line 20. Thi. i. the OVERPAYMENT.
moo
....
is
ffi
....
w
'"
,....
::liS
0:",
O:z
8f
243-5838
COUN" COOl
yfAR
NUMB[R
z
'"
;::
:5
:::>
....
0::
..
....
W
0:
I, R.al Ella'. ISch,d,l, A)
2. Slacks ond BondI ISchedule BI
J Clollly Held Sloc~JPartnenhip Interesl (Schedule C)
4 Mortgages and Noles Recei...able (Schedule O)
5. Cosh, Bon~ DeposilS & Miscellaneoul Personal Properly
ISch,dul, E)
6. Jointly Owned Properly (Schedule FI
7. Tronllers (Schedule GllSchedule l)
8. Tolal Grall AuelS (Iolallinel 1.71
9. Funeral e...pen"s, Adminiltrolive Co"', Milcelloneoul
e...penset (Schedule HI
10. Dehu, Morlgog. liabililiet, lien. (Schedule II
11. 10tal Deductions (Iotalline. 9 & 101
12. Nel Volue of e,lote (Line 8 minulline II)
1 J. Choriloble and Go...ernm.ntal Bequesu (Schedule Jl
14. Net Value Subjecllo Tax lline 12 minulline 13)
15. Spousal Transfers (lor doles of death alter 6.30.941
See In.truclion. for Applicable Percenlage on Re...ene
Side, llnclud. values from Schedul. K or Schedule M.)
16. Amounl of line 14 toxobl. 01 6% role
(Indude values from Schedul. K or Schedule M.)
17. Amount 01 Lin. 14 laxoble 01 15% role
(Includ. values from Schedule K or Schedule M.)
18, Principollox due (Add tax from lines 15, 16 and 17.1
IQ. Credil' Spousal Po....rly Credit Prior Paymenll
+ !J.91.00~
- Wi"lIJllil \ (I)MI'1I11 AUUII \\
Illll NOI'wuy Street
Mechunicsburg, PA l711f.5
c.""' CUl1lberlulld
. u [A~~'ill-'::~~:~'''''U'.''O'''I
["j J. Remainder Relurn
(for doles of deolh prior 10 12.13,82)
[] 5. Federal Ellal. Tax R.lurn Requir.d
--18 Tolol Number 01 Safe Deposit 80xII
III
121
131
14 I
15}
.._____:l~,}6~_..~Q
__,._._J.4,.125.,68_
z
'"
;::
..
....
:::>
..
:E
'"
....
><
..
....
73,033".30 _.
8,132.11.
161
III
(Q I ., ___.___..2_~.i~3_.34.__
18 )
135,055.49
1101 ____________.
(11) 27,433.74
(12) ___UJ..'L,62L.7lL
(131___.
(141
1 0'L,62J .75
(l5) .______. x,__=
(16)____. 10~,621.75_x ,06 =
6,457.30
1171 ,....._________,__.___x .15 =
(l81__.___6~57 ,.~l!.
Discounl
+ 322.86
-----.
Inlerell
(lQI
1201
9,613.86_
3,156,~L
Chc:ck' here If you are requesting a rofund af your overpaymenl. '
1211
121A)
1218}
21. If line 18 is greoler lhon Line 1 Q, enler Ihe difference on line 21. Thil il the TAX DUE.
A, Enler the inlerest on the balanc. due on line 21A.
B. Enler Ihe tolal of line 21 and 21A on Line 21B, This i.lhe BALANCE DUE.
Malee Check Payable 10: Regltter of Wllh. Agent
In:'.; '. ~~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH' -< -<
Under penohie. of perjury, I declar. Ihat I hove examined Ihis return, including occompanring schedulll and Ilatemenh, and 10 Ihe bell of my knowledge and beliel,
il illrue, correct and complele. I declare Ihol 011 reallllate "0. been reporled at true market value Declaration of preporer olher Ihon the personal ,epre,entati...e il
based on 011 informal ion 01 which prepare' hot ony ~now'edge.
~IGN""U.f ~1l$O llUPON$ItU fOil fllINQ.it ADOAU!:l - .---~-~--~- Dill -
::;Y _ /, / J ..::;-tL (. 525 W. Second St., Ilirdsbor..c>, PA 195118 .~~1I:L~~_!J..9.!!.7~
:it 7t' ~o~ ~""OVf i~D1'~'lndi~~peg 1~~:~~~~c~~llr~c.:';!g~-~;_;20~)5-~~~~~ ~l~'Lj'._, 199~_
IIVIw)'I.t IJ'1)
ESTATE OF
~l~:~"
..~-
COMMONwUmt Of '[NN~Yl"'ANI'"
INHUnANCI 'AX InUIN
InIDIH'DICIOIN'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
1'_loa~o _Prinl or Treo_
FilE NUMBER
DOlUS E. SUI'IW
21-96-631
(All p,op.rty lolnflYoOWned wUh th. Right of SUn'lvonhlp mutt b. dltclo.ed on Sch.dule FJ
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
DESCRIPTION
VALUE AT
DATE OF DEATH
Balance Mellon Bank checking account #141-109-1471
Accrued interest to July 29, 1996
Balance Mellon Bank savings account #00414-750130
Accrued Interest to July 29, 1997
Balance Mellon Bank Growth Certificate # 0-A06699-C
Accrued interest to July 29, 1996
30,586.32
30.98
235.60
.34
19,436.97
260.70
Cash in safe deposi t box
3,740.00
IBM Medical Plan checks
275.81
1987 Honda automobile
2,000.00
4,248.28
Balance AmeriChoice FCU IRA - William Supko, beneficiary
Balance IBM Corp. Tax Deferred Savings Plan - William Supko,
beneficiary
Miscellaneous household goods
Less life estate in surviving spouse, William M.
Supko who was born March 10, 1930 = .64396
Remainder interest = .35604
11,150.18
3,000.00
-1,931.88
1,068.12
1,068.12
TOTAL (Also onlor on lino 5, Rocopilulalion) S
73,033.30
(Allach additional 8V,H x IIH ,heell il more 'pac. i, needed,)
to.
~ eG
~~!~~~ '" <0 '" N N ,.. 'r
~.. I!l~~ III <0 ,.. 0 or 0) N
0 0) 0 N 0 <0 or
'" 0 0) <0 I"l <0
N or or N 0 <0
.
... ....
~tl~~ 0>
.:
...
...
~~~ u
~ ~~ 0 0 .... or .... or ,.. ..
I"l III N '" .... III <0 .<:
U
,.. ... 0) ltl N 0) r- III
.... 0) or I"l I"l ,.. '" 0> ...
<0 III I"l N .... N <0 .: .. ..
. , , '.. ... ...
0 ,.. .... 0) N '" > nl ..
I"l I"l ltl I"l .... nl u nl
III '.. :I:
~ ...
IIJ U '... >,
0>..... ..
.:... .. .:
Iil "'~~ .o-t ... III 0
> nl U :I:
=13~t ltl ltl ltl nl:l:
'" '" '" III .<: '"
... ... ... >,... ..
t ~Iil~ ... 0 I"l ... .. ) ..
0) CO ,.. .... N or ... N 0 .... .. .: 0 ...
'" N <0 ... ... I"l <0 '" r- ... ... o .. .:
.. ~~~ . N .... N .. :l:Cl nl
0 .... <0 CO N 0 nl ..
I"l ... CO ~ ~ 0) ltl <0 ~ :1:<< nl
0 0 I"l N 0 lkllkl "
~ ~ ~ >,.. .. Cl
..
.. .. .. .:
.. .. .. 0
0 0 0 :I:
... ... ... III
~ .. .. .. :i .
'" '" '" U U
lIol to. . . :i
.. I~G~ '" '" '" lIl:l: Cl
u .. .. .. .... ... .
:z: III III III :1:< ~ :I:
.. N N ... a a 0 ,.. N r- 0 'lkl .
III I"l N ltl .... .... <0 ... <0 '" .... :1:... .. Cl
'" ~~~ U U U
'" I"l .... ltl I"l 1Il '"
co ... '" I"l ... N I"l
ltl III N N 0 0 ...
, , , , , ...
0 ,.. ,.. 0) N '" III
I"> I"> ltl I"> .... ..
~ .. .. ..
... ... ..
nl O>nl ...
Ollol . u .: u .:
~~ .. ... ~ Dl III III U U U U U ... .... .... ...
3: 3: ~ . . . . ... >...
'" '" Cl III III III Cl Cl Cl Cl Cl .rot ro ,"" .
"'lIl... )
.. ..
..... .. 3
u.:u
.. ...
.<: e .. e
ltl ltl ltl ... .. e ..
.... ltl '" 0) I"> N '" '" ltl ) ... 0 ..
~~ co co ... .... 0) '" '" ... ... '" I"> o nl u '"
... ... 0) '" ... ... ... 0) co ... '" .. ... .:
... N .... ... '" I"> ltl .... .... ltl ... Cllll ..
N .... ... 0) .... N N ... ... N ltl
... ... .... ... ... ... ... 0 0 ... ...
~o ... co 0 ... ,.. ,.. I"> .... .... '" ... ...
.
U III U 3:
.. .. .. .. . . .
0 0 ... 0 0 Cl III .. '"
.. ...
0 0 0 .. 0 0
... ... .. ... ... ...
~ 0 "'0 0 "'0 0 o .. "'0 0 "'a III
... "... ... "... ... ... nl 0'" ... 0... ..
'" III '" '" lIl'" '" "'Cl III '" '" lIl'" ..
" " " " " " " " " ..
.. III :i III III . III III III . III III III ... 0> 0>
I-< :I: o.l :I: :I: .: .: III .:
~ . . . . . ... ... 0> ...
'" ~ '" '" ~ '" '" '" .... ~ '" '" ~ '" ... .:...
.. .<: u ... U
III ... III III '.. III III III nl ... III III ... III ... .. ... > ..
... .... ... .. ... .. .... ... ... '.. .<: .... ... ... .... ... '.. .<: ... nl.<:
U .. ... .. ~ .. ~ ... .. .. .. u .... .. .. .... .. 3: U III lIlU
~ 0 ... 0 0 '.. 0 0 0 '.. ... 0 0 ... 0 0
~ 3: ~ III ~ III 3:~ ~ c :I: 3:~ ~ 3: ~ 0>... "'... III
.: I'd cu 0 IIJ
'.. s:: C 0 CI.I
.... 0 ... 0 .... 0 ... o "'.:
r- III N '" ,.. I"> U U IIJ G.I cn.f"4
.. ... N I"> '" 0 .... U I .. ....... IIJ 111
.... '" I"> I"> ltl 0 , co .d 41 td td :3
. , I , 0 .... ltl ,.. '" '" ,.. oo U ll.cnD..p:a
~ '" '" 0 ,.. 0 0 ,.. ,.. 0 '" ltl III
0 0 0 0 I I I N I"> <0 .... !il
.... .... 0 ,.. I"l ltl ... <0 '" '" '"
0 I , I , ... ltl .... 0) 0) 0 < Ol
U .... .... '" ... .... I"l ... 0 0 < , Cl ... U ~ lIlU
~ ... ... 0) .... 0 0 0 0 0 I ... lIol 3: . . .
.... .... 0) ... 0 0 0 0 0 0 .... o.l U'" III "'Dl
I(vl~("IIl"1
.
COMMONWfALHt Of '[NNSYlVAHIA
INHUIlANCf 'AX IInUIIN
IIUlOfNT OfCfO[N'
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
21-96-631
DORIS E. SUI'KO
Jolnllononl(I)'
____U'___~___ _,,__
NAME
A, MIchael L. Garrett
--. -
RELATIONSHIP TO DECEDENT
Son
ADDRESS
1215 Indian Peg Road
Mechanicsburg, PA 17055
B. William M. Supko
100 Norway Street
Mechanicsburg, PA 17055
Spouse
C,
Jolnlly-ownod proporty:
ITEM LmER DATE
FOR
NUMBE JOINT MADE
TENANT JOINT
1. A 10/18/9
2. B Various
DESCRIPTION OF PROPERTY
TOTAL VALUE DECO'S DOLLAR VALUE OF
OF ASSET % INT. DECEDENT'S INTEREST
Mellon Bank Growth Certificate
Accrued interest to 7/29/97
8,043.4
88.6
100
100
8,043.47
88.64
Various accounts at Mellon
Bank and Credit Union
Tenancy by
entirety
,
I
l__.u.
TOTAL IAI,o enler on line 6. Recapilulation)
s
8,132.11
.._____.._ ,.._._._ __,____ _~_'"_. _____________.__u..___.___.______. ,,'_..n..__'_ _ __~__-_'____-
(II more spuce I' needed ,nsett add,tional ,hl'eh 0' some sjze)
"
.'VISII fl. I'"'
ESTATE OF
ITEM
NUMBER
A.
B.
4.
C.
1.
2.
3,
4,
5.
6,
7,
e,
1.
1.
2,
3,
"~!~:~I\
-~r.iu...
COMMONW(AUU m PlNNSYlVANIA
INHUIlANCl TAX IUlURN
RnlOlNT OlClDlNl
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
. ,.USC_ELLANEOUS__EXPEN~ES -L Pleose Prlnl or Type
FILE NUMBER
DOlUS E. SUPKO
21-96-631
I
i
AMOUNT
DESCRIPTION
Funeral Expense.:
Myers Funeral Home, funeral services
Mechanlcsburg Cemetery, burial lot
Gingrich Memorials, grove marker
9,095.00
985.00
2,055.00
Personal Representative Commissions
Social Securily Number af Personal Representoliue:
--.
Year Commissions paid
Allorney Fees
8,987.63
Fomily Exemption
Claimant William M. Supko
3,500.00
Relationship
Spouse
Address of Claimant 01 decedent's death
Street Acldress 100 Norway Street
Cily Mechanicsburg Stole Po.
Zip Code
17055
Probate Fees
249.00
Miscellaneous Expenses:
Don Hicks, safe deposit box drilling
85.00
Cumberland Low Journal, advertising Letters
The Bon Ton, credit card account
60.00
33.65
Montgomery Word, credit cord account
7.69
Barry L. Heckard, Tax Collector, 1996 personal taxes
Visa, credit cord balance
10.00
21. 72
A. Z. Ritzman Associates, lnc., medical account
1.78
Crumay Parnes Assoc., lnc., medical account
14.96
TOTAL (Also enter on line 9. Recopitulolion)
s
(If me,e spoce Is needed, Inserl addlllonol sh.ets of same size.)
-
:-----
.., "..'......,
\
'.
SCIlImUI,E II
FUNEltAI, EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELI,ANHOUS EXPENSES
PAGE 2
ESTATE OF DORIS E. SUPKO
ITEM DESCRIPTION
NUMBER
l'lJ.E NUMBER 21-96-631
AMOUNT
9.
Credit Card Department, balance due
Pulmonary & Critical Care Medicine, account
Holy Spirit Hospital, accounL
A. Z. Ritzman Associates, Inc., account
Mellon Bank, service charge
The Sentinel, advertising Letters
Susquehanna Surgeons, Ltd., account
Pinnacle Health Hospital, account
Mellon Bank, service charge
Mellon Bank, service charge
Register of Wills, 1 short certificate
Pinnacle Health Hospital, account
Moffi tt, Pease & Lim Assoc., account
Mellon Bank, charge for checks
Mellon Bank, service charge
Mellon Bank, service charge
Register of Wills, Letters d.b.n.c.t.a. and 3 short certificates
Pinnacle Health Hospital, account
1I01y Spirit Hospital, account
Mellon Bank, service charge
Cummings Assoc., account
PP&L, electricity
Mark E. Hilbert & Assoc., real estate appraisal
Liberty Mutual, fire insurance
Register of WiIls, filing Inheritance Tax Return
Reserve to file Account
66.71
87.30
373.18
21. 36
4.00
62.09
33.43
350.84
4.00
4.00
3.00
41. 38
112.02
23.00
4.00
6.00
34.00
102.11
419.24
6.00
100.90
14.75
250.00
79.00
15.00
II 0.00
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
TOTAL
27,433.74
I" ,~
,,~':~J. ~A
~'" ..
- If.,.
i SAFE DEPOSIT BOX
I INVENTORY
___.___J_._.___. ________
Ploal. Print 0' Typ.
10" .
,,""""1\\'''''''''' ""'I\"~Ul'"
IltrUh"'I'II'..HIlIIl
INIIIIIIA"U IA111l~1"ON
I'tr'l"lkll
,,"I,\tllll. r" '"'" ONIl
MU~T 81 (01.\I'111l0 flY RlrKI!lrNTAlIVI 01 IINANfIAIIN!llltullON WlllRI !:lAII IHI'O~1T BOX I~ lOCATIO AND RElURNEO TO A80V[ AOORI!:l!:l
.C~UNlY CODE. ' '---r ALE NuMBE"--. - _ -----r SOCIAL SECURllY OR DEAlH CERllF~CAl~ N~MBER _.._.. .._.
DECEDENl'S NAME ~^_,~, '"'' MID""1 ~ _. II DATE OF DEAlH ,
._,' '-',I)/VoJ __1""/'_/.\ ,---. L 'l- ,?-).-y(,
-ADD-AESS-OFDECEDENT I""i ,,--- - - .- -- . - ----jCiT,J- ------ ~"1 IlIP COOl I
NAMi'ANDADDiiE~~~ri~ONRE:~'ST;~~"HE'~PE~ING ~F TH-f~:;;~EP0511 :(,i' ---::..t?_:5_ 1- c ,_.L) uJ- J"
(NAMf) ./.--:- ' __".
._~2~::;:::~~~_.~~':::/'_.!..___ .,-" (~_..:.'! <_~":________~__ n..
ISTRUl ADOfIlSSI 10"'1 IslAHI IllP CODEI
kj' ,., ......'---
NAME, ADDRESS AND RELATIONSHIP (IF ANY I 10 DECEDENT. OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) J ",--" , IRHAnONSHIPI
/'l~<-, /"7, .::,{-'/-'I',J /{.6,oIl"-0"
(sTREE1 ADDRESSI ~ ,.rr..... ICITYI
~) ))?~ \".,~--
I"AIII
110P COOEI
b. INAMII
lRElAl10NsHIPI
(STAEET ADDRESS)
(CITY)
I"AIII
II00COOI)
c. (NAMEI
IRE LATIONS HIP)
(STREET ADDREsSI
ICilY)
I"AIII
IllPeOOEI
NAME AND ADDRESS OF FINANCIAL INSlITUllON WHERE THE SAFE DEPOSIT BOX 15 LOCATED
INAMEI
./S....,..-_ ( L-<.l ,.--
ISlREET AOOmS)
~ /.M", v L.; >!! I
I NAME OF PERSON MAKING LAST ENl~Y ('"
WILl ...) Co'
DATE OF CONTRAg TO RENT BOX
,_f~71 7~7
NAME AND ADDRESS OF PERSON 15) HAVING ACCESS TO BOX
a. (NAMEI
/]/<-
.s
ISTAlEl 110P eooEI
/:;vj-,,-
b.INAMEI
(slREn ADDRESS)
IslRUT ADOREsSI
(CITY)
1~'ATfl-~-ill-p(oo[) ICITY,
IllPCODEI
(slATEI
NAME AND TITLE OF EMPLOYE TAKING THE INVEtiioR-Y----'--- -_.~-
~~ '~l__---
- _ __~_________"u ____________._
WAS A WILL IN lHE BOX? flYES ,~ K:y":.' D.,..f wilt.
b. Name and add.e.. 0' p.,.onal r pr..enlatllfl. If named In the will
INA:II!'~__6~ ';( __u
l~lR(~~-:---
./--- - /
,,))u. ,.",'i?J.l::"O ,J--"~
c. Nam. and add,e.. a' ullarney, If any
INAM(1
.5 1---
IfllTl. ---'!lTATij ""(iiPCOD[)-
I~('~, /.--d__.__~'i__,..:x~2
ISlllll'MJf1511SSI
Il,hl
I"TAIf]
lI,rrOnll
\,
51:
01 I
<,
I I
.. ~ 'I
.. '. I
~
..
". L.
..
ii ~
z
0
6 ..
...
..
z ~
::>
~ ::>
z z
0 ~
v
i!: ii
.. ::>
0 ... v
... ~ al ...
.. 0 ~ ..
::> ::> ..
"' "' z ..
al :( ... u
e 5 .. 0
;0: ..
.~
~U)
.......... c)-
Z~
00
~!Z
~~
OZ
",,-
U)
"
z
~w <5
,.:> "
""z C?
z... m
z~.....~
~f ~"5l!O:
,. ""'''-04-
~ t. oO~Q.
Jii; ~z.-;d
~ ;""wD..O:
~~c~
30:: ~
z~ ~
I~ ~I
I
,
I
,
I !
, I
~, I
01 I I
;;;, I
~ii
z" I I
Oz I
alz
;;0_
"0
v...
0..
in'"
in
is
...
..
~ .t'- - ---.- --..-
t\ ~ ?\
\ .~ \ I'
"' "' A .....
..~:> ~ '\i ~
go;; ~ ')3 \1
.~ \ ,
"\.. r"\ "") 'V
-,._.~ --.-- "----- ---
..
"'
al
~
:>
z
o
z
o
al
iil
5
;0:
Ii
"'
v
,-- -1
I
"'
, ~
..
z
>-
z
~
~
o
v
~
I I
I' '
I I "I
j i
I I
i \'
I ~
..
'&
I 3 I'
IV
,
I
I
,
: z
i~Q
1":(
I~Z '\, I'
,..31 I"" '.
o~ ,\,
Zw. !
01
,
I
I
i
I
I
____ _ ___ __n .~ ______ --- -- \. - ,-
~~l\b~~.l\..K",~-!J~~
.f \ ~ ~ ,I \ 1 , ~ \ \ ;;. \ '
~ ~ ) ~ J" ~ , ~ ~', '\, ~
I ~"t1' 't- ~:Vt ~ ~ 1-1' \
'-J~'~~ ['\ ~ LN A~ ~~ I"
.----- --
. -
"I "'-.
I
I
,,\,1"'- "
I ! I
,
I
i
I
I
! !
, I '
I
I ! I
! I
I '
i ,J1 ~\ I" \ ~ I"
I . I , I~
, L I ...........
! i
-
~~
\ I
~ ~
J..~
I
I
I
1
I
i
I
I --
I
,
I
I
,
,
i
I
'-!~ ~
i
,
hl"\
"'--
"
I
I
I
'l'
.. "
'" ~'
~H
~~I
~ I
~ o\.....~; OK
6 "I ..
'"
z ~I ~
::t <>, ::t
!4 z
~
ii1
OK ::t
.. U
0 ~ '" ..
.. ~ ..
.. 0 ..
::t ::I
.. .. Z 0(
'" i( .. g
0 5 ..
.. Ii: ..
III
Q)o
Zac
- 00
~a:I'"
-z
~1Il111
=-=>
I;l.UZ
~ 12-
~1Il
r~
'-
..
z
~w
,.::1
..z
Z..
z
~!:~ ~
:@lo
J;~', 5
..
..
~
z
o
~
~
o
u
::
.
,
~
, I
I i I
, I , I , I
I I I ,
, I I ! ,
! I I I
~ I I
0 I
;;; I I
.... I I
0:1; I
zo( i I I
gz I I I
OIl;!;
"0 I
~.. I
t;e\
t;
2 I
OK I
I
----- ~ ". '--.
-- --
- -- - ~ -
~ ....-. .. ~- - -~-- -. , , ~ \l ~.
---- K ~
l\ a ~ J \~
\ u.. I ~ \ ,I
... , \ , ~ \ ~
~ , '0. ,
.. .. 'I' ~ \' ~ \ i \ :-...
..~::t ":\
~o;; -v \ \ " \ '" ~
N ~ '" N \ \.)'\. "- "-
"" " -...j. '- ['"\ -- --
"- f-- - -- --- --
- _.
-
OK
..
'"
~
::t
Z
0
Z
0
'"
5
Ii:
ii
..
u
..
~
c
z
>-
z ~
Ii!
~ {"(\
0
u ."
I I
I I
i ,
I I -- u'___ . .
~ ...". .. - " , . ~-- "~'I - I 1
.. ..
~._- , - . __~. u.. I
0
.... I
> N
w-- .. I
lX~!::: w I I
ii1
~o.. ..
o.,~ ~ i
N
~ '
Zt:~ .. ,
WW::t ::l I
~Oru U I
~ ~
~ ~ ,
'" " ."
W .( I
'0 ];
z
OlIO ,J I
w- I
"'4 -~
Cz I ,~ S-. }... 1, \"1 \' I
:1:_
..~ }.I >, I
'0 I -. I I I
Oz \.. "-. I I
jZ""1 I , I
0,
,
, I
"'t
.. ".
. 1/5-:'/1$'-/0
,/ .
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INOIVIDUAl TAXES
JHHlAIIAHCE 'AX DIVISION
DOl, 110611
HARRISlURO, PA 11U'.D6Dl
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWAIICE OR OISALLOWANCE
OF OEOUCTIONS AND ASSESSHENT OF TAX
FREY 8 TILEY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
PA 17013
09-01-97
SUPKO
07-29-96
21 96-0631
CUHBERLAND
101
Anount R..itt.d
~
*
Uf.l..' II &I, 11I..11
DORIS
E
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:iS('-i-Eif"iiFji-ioj---97T"NOYicE"-OF-YNHEiiii'Aiic'E"'i'-A'x-iiPPRiiisEifENr;-iiLi"OWANCE-jiri-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SUPKO DDRIS E FILE NO. 21 96-0631 ACN 101 DATE 09-01-97
TAX RETURN WAS' I ) ACCEPTED AS FILED I X) CHANGED SEE ATTACHED NDTICE
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ro.l E.t.to ISchedul. A) II)
2. Stocko end Bondo ISch.dul. B) (2)
3. Clo..ly Hald stock/Partnership Int.r..t (Schedul. C) (3)
4. Hortgag../Not.. Receivable (Schedule DJ (4)
5. C..h/Bank Deposita/Hllc. Parlonal Property (Schedul. EJ (5)
6. Jolntl~ Own.d Proport~ ISch.dul. FI (6)
7. Tran.for. ISchedul. G) (7)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. funaral Expens../Adn, COlta/Mile, Expans.. (Schedule H) (9)
10. DObto/Hortg.g. LI.bllltlo./llon. ISchodul. II (10)
11. Tot.l Doductlon.
12. Hat Valu. of Tax R.turn
13. Ch.rltobl./Gouornoont.l Boquooto ISchedul. J)
14. N.t V.lue of E.t.t. Subject to T..
NOTE:
110.000.00
14.725.68
.00
.00
59 .566.72
8.132.11
15.398.46
IBI
27.433.74
,00
Ill)
(12)
(13)
(14)
HOTE: To Insure proper
credit to your account,
sub.it the upper portion
of thi. fo~. with your
t.)( p.Yllent.
207.822.97
on .433 74
180.389.23
.00
180,389.23
If an assessmant was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSHENT OF TAX:
1S. Allount of line 14 .t $pou..l ~.t. US)
16. Aoount of Lln. 14 t...bl. .t lln..l/Cl..o A r.t. 1161
17. Aoount of line 14 t..oblo .t Coll.torol/Cl.oo B r.to (17)
11. P~incip.l r.)( Du.
TAX CREDITS:
PAYHENT
DATE
10-23-96
RECEIPT
NUHBER
AA146862
DISCOUNT l+ I
INTEREST/PEN PAID 1-)
276.67
88.165.94 X .00=
92,223.29 X .06=
.00 X .15,
I1B)
AHOUNT PAID
9.291.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCUlATIDN OF ADDITIONAL INTEREST.
.00
5,533.40
,00
5,533,40
9,567.67
4.034.27CR
.00
4.034.27CR
IF TOTAL DUE IS LESS THAN n, lID PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)
RESERVAflONI E.t.t.. of deCedent. dying on or bafor. Dec.~r 12, 1912 .. If any future Int.r..t In the ..t.t. I. tran.f.rrad
In po.....lon or enJoyaent to CI... I (coll.t.r.l) ~flcl.rl.. of the d.cedent .ft.r the ..plr.tlon of any ..t.t. for
Ilf. or for y..r., the Co.-onwe.lth hereby ..pr...ly r...rv., the right to appr.I.. end ...... tran.f.r Inhlrltanc. f....
.t the lawful Cl... I (coll.t.r.l) r.t. on any .uch futur. Int.r..t.
PURl'OSE OF
NOTICEI To fulfill the raqulreaent. of sectl~ 21~0 of the Inherltane. and E,t.t. "M Act, Act 21 0' 1995. (72 P.S.
Section 91"0).
PA't'l€HTI a.tach the top portion 0' thll NoUn and .ub.it with your p.y......t to the AltIlst.r of willi prlntld on the nv.r.. ald.,
u.... chICk or ItOMY ordtlr p.wabl. tOI REGISTER OF MILLS, AGENT
REF\IID (CAh A r.f\ftd 0' . tax credit, whlch .... not reque.tad on the ... R.turn, ..y be requa.tad by CMPI.tlng IItI -application
for A.fund of Penn.ylvanla Inherltane. and E.t.t. TaM- (REY.IS1]). Appllc.tlon. .ra .vallabl. at the Qfflc.
of the RIII.t.r 0' YIII., any o' the 2S A.venue DI.trlct Offlc.., or by c.lllng the ,peel.l 2".hour
an....rlng ..rvlc. ~r. for fora. ordtlrlngl In Penn,Ylvanl. laI00.S62.2050, out.ld. penn.ylvanla end
..Ithln IOCIII H.rrlsburg .r.. (717) 717aI0"', TOO. (717) 772.ZZ52 (....rlng 1..lrlld Only).
OIJECTIDHSI Any party In Int.r..t not .Itl.flad with the .ppr.II..ent, .llowanc. or dll.llowanc. of deduction., or ....llIInt
of tax (Including dl.count or Int.r..t) .. ahown on thl. Notlc. .ust object ..lthln .IMty (6a) d.y, 0' r.c.lpt of
thl. Notlc. bYI
....rlttan prot..t to the PA Dep.rt......t of A.venue, lo.rd of Appe.l., Dlpt. 211a21, Harrisburg, PA 17121.1021, OR
...Iectlon to Mv' the ..tt.r det.ralned at llUdit of the KCount 0' the perlOMlI repr....,t.tlv., OR
..."..1 to the Orphan.' Court.
AOKIN
ISTAATlYE
CORRECTIONSI
factual .rror. dl.cov.r.d on thl. .......ant .hould b. addr....d In wrltlng tal PA D.p.rtaant of R.vanua,
lurlau of Individual T...., ATTNI po.t AI.....ant A.vl... unit, Dept. 28a601, H.rrlsburg, PA 17128.0601
Phone (717) 717.6505. See page 5 of the bookllt -In.tructlon. for Inherltencl Tax R.turn for. A..ldant
Dacedent- (R[Y.15DI) 'or an IKPlanatlon of ~lnl.tr.tlv.lY correctable .rror..
DISctUCTI
If any tax due I. p.ld ..Ithln thr.. (]) c.I.nd.r .onth. .ft.r the daced<<lt". death, . five perc..,t (~) discount of
the tax paid .. aUOMICt.
PEHALTYI
Tha ISX tax .....ty non"partlclp.tlon penalty 11 COllPUtlld on the tot.l of the tax and Int.n.t ......IId, and not
paid bafor. January .8, 1996, the first d.y aft.r the end 0' thl t.. eane.ty period. Thl. non"p.rtlclpatlon
penalty II appe.labl. In the .... I..",ar end In the tha ... U.. p.rlod II you would appall tha ta. and Intara.t
th.t h.. ba<<l ......ad I' Indlc.tlld on thl. notlcl.
INTEREST I
Int.r..t .. charglld baglmlng ..Ith first day of delinquency, or nlns (,) MIRth' and ana (1) day 'rc* thtl data of
death, to the d.t. of paYM"t. Tax.. which bacaM delinquent before January 1, nit ba.r Int.r..t at thl rat. of
.1. (6%) parcant per ennua c.lcul.ted et . dally ret. of .aODI64. All t.... whleh bee... d.llnquent on end .ft.r
January 1, 1982 ..Ill b..r Int.r..t .t . rat. which will vary froe calander y.ar to calander y..r with that rat.
announced by the PA Depart.ant of R.venue. ThtI appllcabl. Int.r..t rat.. for 1982 through 1991 arel
~ Int.r..t Rate D.11y tnt.r..t Factor !!!! Inhr..t Aat. Oall., Int.r..t FltCtar
1912 .U .ODOSo\I 1987 OX .GOOlU
1915 I6X .oa00\3oI 1911..1991 IIX .000301
19" IIX .ODOSOI 199' 'X .0002"7
1985 UX ,OOOS~ 1995"19'" n .0ODI9Z
1916 IU .00Ol7" 1995"1997 'X . ODOlU
..Int.r..t II calculated .. follow"
INTEREST D BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~.Any Notlc. I.sued a,t.r the tax bacOll. delinquent ..Ill r.flact an Int.r..t calcul.tlon to 'If teen (15) d.y.
bayond the data of the .....Ment. If paystant Is uda aftar the Int.r..t cDIIPUtaUon d.t. shown on the
Notice, additional Intar..t au.t ba calcul.ted.
REV.1410EX t~.?4)
PRODA TE I JDA
9/3/97
1
I
'\
\
I
\
. INHERITANCE TAX
EXPLANATION
OF CHANGES
COUfoION'M:.Al TIl Of rtNNSVL VANIA
OEPARTMENt or REV[NUE
BUREAU OF INDMDUAL TAXU
OEPY 280601
UARRlsnURO PA 111211-000'
" NAM~ Doris Supko FILE 2196-0631
ACN 101
SCHEDULE ITEM EXPLANA liON OF CHANGES
NO,
A 1 Increased to the full value of $ 110,000.00
E 7&8 Transferred to Schedule G as the assets are non-probate In nature
E 9 Increased to the full value of $ 3,000.00
Tax Calculation attached:
"
I
lAX EXAMINER J Paul Dibert
PAGE 1
ROW Copy
EXPLANATION OF CHANGES
NAME OF ESTATE Doris E, Supko
FILE NUMBER: 2196.0631
ACN : 101
TRUST SPECIALIST : J. Paul Dibert
Net Estate: $180,389,23
Less: Joint Property @ zero $0,00
Joint Property @ 6% $8,132,11
Joint Property @15% $0,00
Transfer @ Zero $15,398,48
Transfer @ 6% $0,00
Transfer @ 15% $0,00
Transfer, Tax Exempt $0,00
Total Non-probate distributions $23,530,57
Net Probate Estate: $158,858,88
Lell: Tangible Personalty @ zero $0,00
Tangible Personalty @ 6% $0,00
Tangible Personalty @ 15% $0,00
TPP Tax Exempt $0,00
Specific Devise @ zero $0,00
Specific Devise @ 6% $18,725.88
Specific Devise @ 15% $0,00
Specific Devise Tax Exempt $0,00
Marital Trust $0,00
Real Estate Trust $110,000,00
Household Items Trust $3,000,00
Total Bequests $129,725,88
Residue @ 6% $27,132,98
Real Estate Trust $110,000,00 $110,000,00
Life Estate Factor, Age 66 ,IRS Rate, 8.00% 0.84398
Life Estate @ 0% $70,835,80
Remainder @ 6% $39,184,40
Household Items Trust $3,000 $3,000,00
Life Estate Factor, Age 66 , IRS Rate, 8.00% 0,84398
Life Estate @ 0% $1,931,88
Remainder @ 6% $1,088,12
;S'-I!t)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~~
/*
;/)
-IL
BUREAU OF INDIVIDUAL TAKES
IHtl[RlTANC[ lAX DIVISION
DEPT. zeOtt01
HARRlsaURO, PA 111za-OttOI
FREY & TILEY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Ih.I,,,,,,,'III.",
10-14-97
SUPKO
07-29-96
21 96-0631
CUMBERLAND
101
DORIS
E
PA 17013
Alllaunt Ranithd
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE; To insure proper credit to ~our account, sublllit the upper portIon of this fora with your tax paynant.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-iv:i60-j-Eif-AFii-coi-:97i-------...--iNiiERiirANCif-TAif-sriiiEHifNT-iiF-Ac:Couiii--.-..---------------------
ESTATE OF SUPKO DORIS E FILE NO.21 96-0631 ACN 101 DATE 10-14-97
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 TAK DUE. APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND. IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 08-25-97
PRINCIPAL TAX DUE, 5.533.40
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
10-23-96
09-24-97
RECEIPT
NUMBER
AA146862
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
276,67
,00
AMOUNT PAID
9,291.00
4,034.27-
TOTAL TAX CREDIT
5,533,40
,00
.00
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN .1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU nAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
.00
i -. ....._
PAVtt[NT.
Detach the top portion of thl. Notlc. and .ub.lt with your paya.nt aad. peyabl. to the na.. and addr...
printed on the r.yers. .Id..
1f RESIDENT DECEDENT .ak. chack or .onay ordu paYflbla tOI REGISTER OF WILLS, AGENT,
1f NON-RESIDENT DECEDENT aake ch.ck or aoney order payabla tal COHHONWEALTH OF PENNSYLVANIA.
REFUND eCR): A rafund of a ta. cr.dlt, which was not requ.st.d on the 'a. R.turn, aay be r.qu..ted by coaplatlng an
"Application for Refund of Pennsylyanl. Inherlt.nc. and E.t.t. ta." IREV-1313). Appllc.tlons are av.llabl. .t
the Of'lc. 0' the R.gl.t.r of Wills, .ny of tha Z3 Revonue District Dfflc.. or fro. the D.part..nt". Z~-hour
answ.rlng s.rvlc. nuaber. for for.s ord.rlngl In P.nnsylyanla l-aDD'36Z-ZD~D, outside Pann'Ylvanla
and within local Herrlsburg aree (711) 187-8094, TOO' 1717J 77Z-ZZ~Z CHearlng Iapalr.d only).
REPLY TOI
aue.tlon. regarding arror. contalnad on thl. notice .hould ba eddre.sad tal PA Depart.ent of Rev.nue, Bur.au
0' Indlvldu.1 T...., ATTNI Po,t A..e...ent Rayl.w Unit, Dept. Z8060l, HarriSburg, PA 171Z8.0601, phon.
(717) 7a7.6~OS.
DISCOUNT:
1f any t.. due II p.ld within thr.. (]J calendar .onth. aft.r the decedent'. dnth, a flv. p.rclnt (S.O discount
of the ta. paid Is allowed.
PENal TY.
Th. IS~ t.x aane.ty non-participation penalty I. co.puted on the tot.l of the tax and Int.r..t a,..,.ld, and not
paid bafora Januery 18, 1996, the 'Ir.t day aft.r the and 0' the tax a.nelty period.
INTEREST I
Int.rut Is cherged b.glnnlng with 'Irst day of dellnqu.ncy, or nln. (9) Bonth, and ana OJ day fro. the data of
d.ath, to the deta of p.yaent. Taxu which beca.a delinquent b.fora January 1, 198Z b.ar Int.rut at the rat. of
.he (6iO parcent par IInnu. calculatad at . dally rate of .000164. All t.xu which beca.. dellnquant on and IIft.r
January I, 198Z will bear Inter..t lit a rat. which will vary fro. c.l.ndar ya.r to calander y..r with that rate
announc.d by the PA Depart.ent of Revenua. The applicable Int.r..t rata. for 198Z through 1997 ara.
Y..r
Int.ra.t Rata Dally Inter..t r.ctor
Year
Interelt Reta
Dally Int.rut Factor
1982 zn .000S48 19a7 .~ .000Z47
198) 16:< .000438 1988-1"1 11:< .OOUOI
198" 11:< ,OOOlOI 199Z .~ .OOOZt,1
1985 U~ .000356 1993-1"4 n .0001'Z
1986 10:< ,OOOUt, 1995-1997 .. ,OOOZ41
"Int. rut I. calculatad ., follows:
INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTOR
uAny Notice luued after tha ta. b.co." dellnqu.nt will r.fhct an Int.r..t calculation to flftaan US) deys
beyond the date of the ........nt. If pay.ent II .ade aftar tha Intare.t co.puteUon date .hown on the
Notlca, additional Intara.t BU.t ba c.lculat.d.