HomeMy WebLinkAbout96-00636
l)ETlTION .'OR l)ROnATE and GRANT 0.' LETTERS
Nil. _~I-qLo-(o3~
'I'll:
Honilld ChilrlBon
ElIU/.o IIJ
al.m kllO"",,,1l
Register of Wills for the
De,.,oll,m/. Counly of Cumberland in Ihe
SlId,,1 Security Nil. 149-12-~%4 Commonweallh of Pennsylvania
The pelilion of the undersigned respectfully represents Ihat:
Your pelilioner(s), who is&nlIS yenrs of age or older an the exeeutr i x
inlhe lasl will of the above decedent, dated Janoary 1 ~
and cOdieil(s) dated None
named
, 19.22..-
(\1311: rele."...nt circumstances. e.g. renunciation, death of cut'uIOJ. elc.)
Decendent was domiciled at death in Comber land County, Pennsylvania, wilh
h is last family or principal rc,sideneeat 319 West Maw St., Shiremanstown,
Pennsylvania 17011 -11;--, iI~f~,,'/'\~/-.( ;:',,' ,~"',
(list :!iUetl. numbt'f and muncipalilY)
Deeendent, then 75 years of age, died
al VII Medical Center
Excepl as follows, decedent did not marry, was not divorced and did nol 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:
Decendent at death owned property wilh estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
Mav 31
,1996
$ 47,000.00
$ None
$
$
WHEREFORE, petilioner(s) respectfully reQuest(s) the probate of the lasl will and codicil(s)
presented herewilh and the grant of letters testamentary
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUlIBERLIIND
The petilioner(s) allOve-named swear(s) or affirm(S)~la.t the statemen(si~.. the foregoing petilion arc
true and correct to the best of the knowledge and beli of pelitioner(s) d that as personal represen-
talive(s) of the above decedent pelilioner(s) will well lI'lruly administer he eslate according to law.
Sworn to or affirmed and SUb. sc.ribed ~ ... - / . 'n'g e' '.'. ( '--- VI
before m~ this I ~ day, of " ea 0 . ~.
J. - _ 1.9/'_. If- / a
V.I. t[~tc._' 'r-j"~ ~
LEWIS Regi,Ster IT II :e:
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COMMONWEAltH Of PENNSYlVAflIA' DEPARtMENT OF HEAltllt VITAL RECORDS
CERTIFICATE OF OEATH
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~aOl""""IOIU&OON"~" ,,,,.-. ......1,... .....J'" HlIloll PcnniylYftnl ~ 1
319 West Matn Street ~~Jot.l ".\1...... -~.._ 11.1 ......__..,~---- -.--+--------...
" Shtremallstown. Pa 11011 .-:::.:::::.. "'" Cumberland ::.:.:..' ,,,Ill:::=.::'..__ Shtrcmanstown
''''''"'~,J.''~I~ - ..1(J1,."s......J....."......._~_.
~ald Charlson !L-~delta Corson
"",Me !':~n~l,'..~ng'e ,...._.._;;:;.;..:-:.:...,:;_ "'~i9 SWcst~tri"'rtlreet ~S~lf"remans town. Pa 11011
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Hyan Honea MU
VA Medical Center, I.cbanon.
PA 17042
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21 - 96 - 636
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] give, devise and bequeath all the rest, residue
.and remainder of my estale to my sister, ELBANOR ENGLE, per
stirpes.
FOU H'l'H
I have purposely madE! no prov is ion for my wife, HARION
CHARLSO~, in this Last Will and Testament as it is my opinion
that she deserted me on ~(Em'Q":R 2) 19~/. and thereby
forfeited any right she may have to inherit from me.
FIFTH
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this Will or otherwise
shall be paid out of the principal of my residuary estate.
SIXTH
In addition to the powers conferred by law, I authorize any
personal representative acting unner this instrument, in his or
her absolute discretion:
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(a) to retain in the form received, or to sell either at
public or Rrivate sale any real or personal property:
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(b) to manage real estate:
(c) to invest and reinvest in all forms of property without
being confined to legal investments and without regard
to the principle of diversification:
(d) to exercise any option or rights arising from ownership
or investment.
-2-
'. '
. .
SEVEN'l'1l
I do hereby nominate, constitute and appoint my sister,
ELEANOR ENGLE, to act as Executrix of this my Last will and
Testament. provided, however, that if she is unwilling or unable
to act as Executrix, I direct that the duties of Executrix be
performed by tr.y niece, LYNN DEE ENGLE.
I direct that no personal representative appointed under
this instrument shall be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN liJTNESS WHEREOF, I, RONJi.LD ClIARLSON, have hereunto
set my hand and seal to this my Last Will and Testament, con-
sisting of three typewritten pages, the first two of
wh ich
l~'\I
bear
my signature in the margin for identification, this
-'3 l'\,V \1\ "It '1. ' 1979
day of
~",J,I n/..."... l-r....,
Ronald Char lson
Signed, sealed, pUblished and declared by the above-named
Testator, RONALD CHARLSON, as and for his Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at his request as witnesses thereto, in the presence of
said Testator and of each other.
':-}YJ a.-1o~ ~iU:::2l'? 1--'
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Address I {, (/ ~ (;'.,<-,'-' ,.i.t'UA~c.-
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(SEAL)
(1 - 96 - 636
REGISTEH OF WILLS 01' COUNTY
OATH 01' SUnSCIUUlNG WITNESS
----..-- -.- _...._~- ----- -..---.--.---.--.----
codicil
(each) a subscribing witncss tu thc will prc,clllcd hercwilh, (cach) heing duly qualified according to
law, depose(s) IInd say(s) Ihat prcseul and saw
the teslal , signlhc sallie and Ihal signed as ,\ wituess allhe
request of testat_ in h_ prcscncc and (in Ihe presencc or each other) (in Ihc presence of the
other subscribing witncss(cs)).
Sworn to or affirmed and subscribcd herore
me this day of
19_
(Name)
(Address)
Re}:is/er
(NlIme)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUnSCRlUING WITNESS
Eleanor Engle and Lynn Dee Garrett
(each) a subscriber herelo, (each) beiug duly Qualified according 10 law, depose(ll) and saY(I) that
each is familiar with Ihe signature of Rona ld Charlson
lODilicil
testat~ of (nHlll!l!H~U~~Il~H~lilS) the will
that
each
presented herewith and
x:miicilxx
helieves the ,ignalure onlhe will is in the handwriting of
Ronald Charlson
to the best of her knolYledgc and belief. //', '- /
\.-;'-.. " //'
Sworn to or affirmed and subscribed before ,(:.-- _,{ (' (, f I pJ.'! .-
m th's i" "f Eleanor EnglO ,t.. )
C I . " uay 0 I Name
III rI~t}'( ',i ' , ,,'-j9_2~.-?, 319 \~. N~in ~t., Shiremanstown, PII 17011
/1&;""- 'jUt.t., l,r',!>6, )~! t.l~f}-:l(, j. C tAddressl;."
! ~1RY C. LEWIS Re}:/s/er <" <II. \ If < .." ("-
.... .. j nn O~ Giirrc t
(NlIme)
725 lIeiden Dr.. lIommelstown. PA 17016
(Addre.s.s)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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F~EAhOR I:.NGLE
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.------...-.-----..---.. ------.------ ... .- -'. .-..--
dcc:ording fo IdWI doposcs t'lnd say. that S1a .~J:._:,!.:..':-:-...-':':.!4:n~.;J.:...t~__ '___"_
.--------------- or tho E.tato or ---_.JlQJ1C!.l(LCbArlaon
lato or ---,._p.l1~:r;.Qma/'l!ltown.J30t'o.ugh._____, CumborJand County, Pa., docoasod and thot tho
within is an invontory modo by --.he~ _ '_ , tho said p.l<ec.utr.i~
or tho onliro ostato of .aid docodont, con.i.ting of all the porsonal proporty and roal OItate, excopt roal o.ht. ouhido
tho Commonwoalth of Ponn.ylvania, a.d that tho figu,o. oppo.ito oach itum of tho lnvontory rop,o.ont it'. fair valuo
.. or "0 d.r. or d...d..r', d...... ~, , .
Swor"ft to and .ub.cribed boforo mo, ~.L~........ ~
Eucutor . Admin'
being duly
~WI-Jrrl
September 1<6 199'
J-li:~. .4. -" rd.u.d~
NOTARIAL SEAL ]
THELMA S. McCAUSLIN, Notary Public
Camp Hili, Cumber/and Counly
My CommissIon Expires July 3, 2000
-...."............. .~~-.-
319 West Main Street
Shiremanstown, PA
17011
Addu..
Dato of Doath
31
~lay
1996
O'Y
Month
Vu,
INSTRUCTIONS
I. An invontory mu.t bo 1iI0d withi,; throo month. after oppointmont of porsonal ropr..onhtive.
2, A .upplomont inventory mu.t bo filed within thirty day. of di.covery of additional ....h.
3, Additional .hooh may bo .tt.chod .. to porsonalty or roalty
'I, Soe Articlo IV, Fiduciario. Act of 1949.
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COM~F~.l'IMh!.\','1,'/~'i\\M'NI'
H'"AISB~~hVro"'-Q{,()1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
fon OAI[::'; Of or.'" MUll III )11')1 (;+H.(:- IH Hr
If Ii. ~;POU'.i"'L
pI/my n II I'" All.!
FILE NUMBER
REV. lSoot'll: .\,.g41
CAB
H P L
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C R C
K 0 K
P S
C P
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:n -96-0636
NUMUER
COUNlyCOOE
YEAR
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DECEOENY"S NAMEllAST. FIRst. AND MIDDLE INITlAll
CH/lRLSON, RONIILD
OEC[OENl"'j COMl'lET[ AQOllf!i!.
319 \.105t Main Struol
ShlremanNLmm, PA 1701J
SOCIAL SECURITY NUMBER
1/.9-12.5961.
DATE OF DEATH
05/31/1996
DATE OF DlnTH
02/09/1921
Countt Cumber 1 and
,IF APPLlCASlE1SURVIVING SPOUSE'S H......l: fLAST .FIR!.' AND MIDDLE INITlAll SOCIAL S[CURITY NUMBER
AMOUNT RECEIVEOlSEE INSTRUCTIONS)
0,00
Z. Supplemontal Return
41. Fuluro Inleresl Compromiso
(for dates of dO.llh aher 12-12-82)
[]] 6. Decedent Dlod Tes1ate D 7. Decedent MaintaIned a ll....lng Trusl
(Anach copy of Will) (Anach a copy of Trus1)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Remainder Return
(for dales 01 death prior 10 12~ 13.82)
Fedoral Es1ale Tal Rolurn ReqUired
Total Number of Sale DepOSit 80105
X 1. Onglnal Return
4. liml1ed Estale
o 5.
o B.
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NA...E COl,lPlETE ......'lING "'OORESS
Robort C. Saldls, Es ulro Saldls, Culdo, Shuff & Mas1and
TELEPHONE NUMOEA 2109 Market Stroet
717 737-31.05 Cam HlIl PA 17011
1. Real Estale (Schedule AI 1 None
2. Slocks and Bonds {Schedule Bl (2) None
3, Clo,ely Held StocklPartnership Inlere,t (Schedule C) (3) None
4, Mortgages and Nole' Receivable (Schedule 01 (4) None
5. Cash, Bank Depo,.s & MIScellaneous Personal Property (Sch EI (5) 1.7,032.62
6. JOintly Owned Property {Schedule Fl (6) 11 ,375.35
7. Translers {Schedule GI {Schedule LI (7) None
B, To'alGrossAssets!lotalLlnes 1-71 (B) 58,1.07.97
9. Funeral Expenses. Administrative Costs. Miscellaneous (9)
eltpenses (Schedule H)
10. Debts, Mortgage Liabilities. LIens (Schedulell (10)
11. Tolal Deductions (tolal LlOes 9 & 10)
12. Nel Value of Eslale (Line 8 minus Line 11)
13. Charitable and Governmenlal Bequests (Schedule J)
14. Net Value Subject to Tax (Line 12 minus line 13)
15, Spou,al Translers Ilor date, 01 dealh aher 6-30-941
See Ins1ructions for Applicable Percenlage on page 2 (15)
(Include values from Schedule K or Schedule M)
16. Amount of Line 14 talable al 6'1, ra1e (16)
(Include values hom Schedule K or Schedule M )
t7. Amounl of Lme 14ta'able at IS'/, rale (17)
(Include values hom Schedule K or Schedule M 1
18. Principal tax due (Add tax from Llno 15. 16 and 171
19.Crodits/Sp Poverty PrIor Paymenls Dlscounl
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+
+
5,895.00
None
(11) 5,895.00
(12) 52,512.97
(13)
(14) 52,512.97
0.00 X 0.00
2,000.00 X 06 ' 120.00
50,512.97 X 15 ' 7,576.95
(IB) 7,696.95
Inlerest
(19) 0.00
(20) 0.00
(21) 7,696.95
( 21A) 0.00
( 21B) 7,696.95
nder pen..meso perJury. I dec ..r. t"..III"I.~e ....mlned Ihis f.lu,n.lncludll'19 accom~l'T)IlOg schedo.lles.nd sl..lemenls. And 10 Ih. best 0 my tnowl~~eA beli. .It Is true.
conlt(IAndcomplele I dect..r.lh..l..n ,e..' esl..l" I"In bf!en reporled At Irue rNI'kel.....lue Orcl",,,'lonof p,,~'''f olher II"I..n I"" perSONI repleSlnl.llv.l, bned onAUlnform.ltlonof
wl"llCh ,- er hn""'I kno....l.dge
7
SIG N,~R~ OF 7f)J" OTHER
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r"l"'~"'1~1 ,. lqcU lo''''''''nllw~''' n"t'i rP<',~~II'm'!i .oe
Eleanor Engle
319 West Main Street
Shlr~m.(~n~t'~~n-,' .PA" 'i 7C)11...........
SaldlN, Guido, Shuff & Mas\and
2109 Market Street
................ ...
Camp HII1, PII J 7011
CATE
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rcu", 1500 'RI'v 7 q<ll
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I.AST W Il.L AND TI:Sl'/lMEN'r
or
IiO:-l/lLD CIf/lRLSON
I, I((:\~ALD CIfARLSON, of Ifa rr iobu rg, Dauph in County,
F~nntylvani~, being or 30und and dinposing mind, memory and
understanding, do hereby make, publioh and declare this as and
for my Last Will and Testament, hereby reVOking all other Wills
anu Codicilo heretofore made by me.
FIRST
I direct the payment of my debts and expenses of my last
illness and funeral from my estate as soon after my death as
conveniently may be done. If there be no cemetery lot available
for my interment owned by me at the time of my death, I author he
my personal representative to purchase such cemetery lot with a
contract for perpetual care, using therefore funds from my estate
in such amount as he shall consider necessary and desirable,
i
,
and 1 authorize my personal representative to cause title to or
ownersh ip of such lot so purchased to be vested in such person as
my personal representative shall designate.
Further, I authorize my personal representative to expend
funds frem my estate, in such amount as my personal representative
'J
shall consider necessary and desirable, for the purchase, erection
and inscript ion of a su itable marker for my grave.
x.
SECOND
I bequeath the sum of one thousand dollars ($1,000.00) to
my daughter, BERTIf/l FlNSEL and one thousand dollars ($1,000.00)
to my stepdaughter, CLAUDETTE IZARRY.
REV, 1101 EX . (HI)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plene Print 01 1 .
FILE NUMBER
21.96-0636
CO"\'N\l\lrtm~~~'NIA
ESTATE OF
RONALD CHARLSON
SS/! 1119.12.59611
05/31/1996
mUlt be dilcloud on Schedute F)
VALUE AT DATE
OF DEATH
DESCRIPTION
The (ollowlng accounts aro held with
AmerlCholce Federal Credit Union entitled
Eleanor Engle Custodian (or Ronald Charlson:
26,526.17
20,506.45
1
Account No. 23985-020
2
Account No. 23985.000
S 47 032.62
TOTAL (Also enlor on I,ne 5, Reca ~ulalion)
(Attach additIOnal 8 112" I( 1,. sheets If more space is n,.ded,)
CopvrlQh1lt' '994 'DIm 'toltw"" onty CPSy.tetM.lnc:
Form 1500 Schedule EIRe., 2.87\
, -
~ AmeriChoiceRE!CE::/VE ''''
t ~ FED E R ^ I. eRE 0 I TUN ION 0 -. - 3 I 1998
July 29, 1996
saidis, Guido, Shuff & Masland
26 West High Street
carlisle, PA 17013
RE: Ronald Charlson, Deceased
Dear Mr. saidis:
The account titled as "Eleanor Engle custodian for Ronald
Charlson" bearing account #23985-000 was opened on May 6, 1991.
The share savings account titled as a joint account between
Eleanor Engle and Ronald Charlson bearing account #282-000 was
opened January 16, 1979. The share draft account #282-013 was
opened on July 29, 1983.
Should you need additional information, I can be reached at (717)
795-4350.
sincerely,
~~lQll r_ (\J ~:tJ-(l~1
Danielle E. Clites
Member Services Rep.
.___~_.__..___.___u_--_.-. _.~_. .-.'" ..-.-..----.~.._--- -
_.~-- "'-" -- ----,.---.-.--.-.----.---..---- ..-.-..._._-_.-_.,-_._-----_.._.~.
1\1,1111 Oiil((': 20 5"1Il1"'~ (;"'('" \lrl\(" MI'I h.lI111 ,Illll~. 1',\ 1 Ctl',', I'ho'1I'" '71-1 h'l7. \.\7.\ . I.'" 17171 h'l7 .\71 \
2001 1\\,lIk('1 5',,'('!. 1'IIII,lI"-I"III... 1''' 1 'I \Ill I'hl "". ,21',11111.2\)(,/1 . f ,." \2111111 \..\.\hO
REV. 1&01 EX. IIZ.UI
CO"~IRAlf!iil{\'WMii,y}hY'NIA
ESTATE OF
RONALD CHARLSON
SCHEDULE F
JOINTLY-OWNED PROPERTY
05/31/1996
FtLE NUMBER
21.96.0636
SSII 1/.9,12.59611
Jolnllenlnrie):
A.
NAME
Eloanor Englo
RELATIONSHIP TO DECEDENT
Slator
ADDRESS
319 WONt Main Stroot
Shl romans town , PA 17011
B,
C.
Jolntly-ownod property:
LETTER DATE DECO'S
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DOLLAR VALUE OF
NUMBER JOINT OF ASSET '.4INT, PECEDENTINTEREST
TENANT JOINT
~eriChoice Federal
Credit Union:
1 A 01/16/79 No. 282-000 6,157.04 50.00X 3,078.52
2 A 07/29/83 Checking account 16,593.66 50.00X 8,296.83
No. 282 -013
TOTAL (Also enter on line 6, Recap'ulation) 11,375.35
(If more space IS needed. Insert additIOnal sheets or same SiZe, I
CnfIV"""" fro! tqqA Inr", "nftw..rllO o"1v C:PSV"'@m~ II'l(
Form 1500 SCflt!dulfl F 'R~v 12.'''11
REV. 1111 EX. (7.111
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.... P,lnl 0' T .
FILE NUMBER
21.96.0636
CO"'~N'lflm{\'~NJhY'NI'
ESTATE OF
RONALD CHARLSON SS 149.12.5964
ITEM
NUMBER
A, Fun.r.1 E.p.n....
05 31 1996
DESCRIPTION
AMOUNT
1
3,023.00
Myers Funeral Home
2
300.00
Funeral Luncheon
3
100.00
Memorial
B. Admlnl.lrltlv. Co.lI:
1. Personal Representative Corrvnisstons
Social S.curity Numb.r 01 P.rsonal Representalive:
Vear Commissions paid
2- Anom.y Fees Saidis, Guido, Shuff & Masland 2,000.00
3. Femily Exemption
Claimant Relationship
Addr.ss 01 Claimant It dlcldlnt's dlalh
Stlllt Addllss
City Stall Zip Codl
4. Probltl Fe.. Register of Wills 97.00
C, Mllcellaneoul Expenle.:
1 Register of Wills fillng fees 25.00
2 Reserved for future expenses and tsxes 350.00
TOTAL (Also Int.. on line 9. RIca .ulalion)
(II mo,. 'P"C' I. needed, InlOrt Iddltlonll .hooll 01 .Ime .1...)
COC)yrIQM kl1~4 form tOftwl'l'I only CPSV'tflrM,lnc
S 5 895.00
Form 1500SCl'ledul4t HIRl'I'" '.AA\
,.._~. -"~'-' ~~.... '--"';""'.."-
.1V.1~1111''''1
146759 COMMONWEALTH OF PENNSYLVANIA
DlPARTMINT Of RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.k
D NO. AA
RECEIVED FROM:
I
ACN
ASSESSMENT 'l'
CONTROL ...
NUMBER
AMOUNT
RODERT C SAlOIS ESQUIRE
101
$7,696.9::;
2109 MARKET STREET
CAMP HILL, PA 17011
ESTATE INFORMATION:
t:I FILE NUMBER
~ 21 -1996-0636
Ell NAME OF DECEDENT (LAST)
~ CHARLSON RONALD
~ DATE Of PAYMENT
1M 09/19/96
EJ POSTMARK DATE
COUNTY
SSN 1/19-12-5964
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
05/31/96
REMARKS RODERT C SAlOIS ESQUIRE
fa TOTAL AMOUNT PAID
~7,696.95
CW
SEAL
CHECK" 1727
q.
RECEIVED BY : '
,
,
't" ! ;
" SlC:iNATURf
'. I I.'.,
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
J --
. .
--. -
-----~
~"'''''''''''MlI'''' ,4. 1M... .'1:'
(./-1/;1,0 -I
BUREAU Of INDIVIDUAL TAXES
INlIlAITAHC[ tAil DIVISION
D(Pf. lIOn)
IlARAIUUAG, PA HUI-OUI
COMMONWEALTH OF PENNSVLVANIA
DEPARTHENT OF REVENUE
NOTICE Df INItERITANCE TAX
APPRAISE"ENT, ALLDWANCE OR DISALLDWANCE
Of DEDUCTIONS AND ASSESS"CNT Of TAX
RDBERT C SAIDIS ESQ
SAIDIS ETAL
21D9 MARKET ST
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
CDUNTV
ACN
r
12-30-96
CHARLSDN
05-31-96
21 96-0636
CUMBERLAND
101
A~ount Renitted
c/
*'
"1'Utl.. "'111.111
RDNALD
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER DF WILLS
CUMBERLAND CD CDURT HDUSE
CARLISLE, PA 17013
CUT ALDNG TMIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ~
iiE"v:iS4TEx--"FP--mr:96Y-NoTxcE--oF--iNHEiixTANcn'-A'x-iippRA-XSEHENT-;-,m.-OWAiicE-O-Ii---mm-----m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CHARLSDN RDNALD FILE ND. 21 96-0636 ACN 101 DATE 12-30-96
TAX RETURN WAS: I X) ACCEPTED AS fiLED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: DRIGINAL RETURN
1. Rod Estoto ISchodule A) (1)
2. stocks and Bands (Schedule B) (2)
3. Clos.ly Held stock/Partnership Interest (Schedule C) (3)
4. "orts.g../Hota. Receivable (Schedule DJ (4)
5. C.sh/Bank Deposits/Hi.c. Personal Property (Schedule E) CS)
6. Jointly Owned Property (Schedule f) (6)
7. Transfars (Schedule G) (7)
8. Total As.at.
APPROVED DEDUCTIONS AND EXEMPTIDNS:
9. Funeral Expans../Ad.. Costs/Hise, Expense. (Schedule HI (9)
10. DObh/".dgogo L1obUlt1../Llons ISchodulo Il (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govarnnental aeqUests CSchedule J)
14. Net Value of E.t.t. Subject to Tax
NDTE:
) CItANGED
.00
.00
.00
.00
47,032.62
11,375.35
.00
(8)
5,895,00
.00
Ill)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax pay".nt.
58.407.97
~.Rq~ nn
52,512.97
.DO
52.512.97
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A"ount of Line 14 at Spou.al rata CIS)
16. AMount of Lin. 14 taxable at Lin..l/Class A rat. (16)
17. A"ount of Lin. 14 taxable at Collat.ral/C1... Drat. (17)
18. Principal Tax Due
TAX CREDITS:
PAV"ENT
DATE
09-19-96
RECEIPT
NU"BER
AA146759
DISCDUNT (t)
INTEREST 1-)
.00
.00 X .00=
2.000.00 X .06=
50.512.97 x.15=
(18)
A"OUNT PAID
7,696.95
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATIDN Of ADDITIONAL INTEREST.
.00
120.0D
7.576.95
7,696.95
7,696.95
.00
.OD
,00
t If TOTAL DUE IS LESS THAN fl, NO PAV"ENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICR). VDU "AV BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONS_ I
nc,:
Fl~
0;
.. ,: S
'Yli ule 30 rJO :33
CIl;"
Cun::,
-"'~ ![
, PA
RESERVATIONI Est.t.. of dleedent. dying on O~ b.far. Dlc..b" 12, 1982 .. If any lutur. Int.r..t In the ..tat. 1. tran'farrad
In pOI...,lon ar enJoy.ent to Cl... B Ccollateral) bln.flcl.r!.. of thl dlcldant a,t.r the ..plratlon of any I.tat. for
11'. or far y..r., thl Co..or.v..lth har.by l.pr"lly r...rv.. thl right to appral.. and 1111" trln,'.r Inheritance Ta...
at t~ lawful Cl... a (collat.ral) rat. on any luch future I"t.rl'\,
PURPOSE OF
MOTletl
To 'ulf111 thl requir..ant. 0' Section Zl~D of thl InherItance and [.tat. rax Act, Act 12 of 1991. 1Z P,S.
Section ZUG.
PAYHENT:
Detach thl top portion of thl, Hotle. and .ub.lt with your pay..nt to thl Rlgl,tar of Willi printed on thl ravar'l ,Id..
uH.h check or lonay order pa,abl. tal REGISTER OF HILLS, AGENT
All PI,..nts r.c.lv.d shall first b. appll.d to an, Int.r.st which .a, b. due with any r..alnd.r appll.d to the ta..
REFUND (CA) I
A r.fund of a ta. cr.dlt, which was not requ..t.d on the Ta. Return, .ay b. raqua.t.d by co.pl.tlng an "Application
for R.fund of Penn.ylvanla Inharltanc. and [.tat. Tax" (REY-Illl). Applications ara avallabl. at the Offlc.
of the A.gl.tar of Will., any of the 21 R.v.nu. Ol.trlct Offlc.., or by calling tha 'p.clal Z4-hour
ensw.rlng ..rvlc. nueb.rs for for.. ord.rlng: In P.nn,ylvanl. 1-40D-16Z-ZD~0, out. Ida P.nn.ylv.nl. ard
within local Harrl.burg .r.. (717) 7S7-S094, TOO' (11l) l7Z-ZZ~Z (H.arlng I.p.lr.d Only).
OBJECTIONSI
Any party In Int.r..t not ..tl.fl.d with the appr.I....nt, .llowanc. or dl..llowanc. of d.ductlon., or .......ent
of t.. (InclUding dl.count or Int.r.st) 8' .hown on thl. Notlc. .u.t obJ.ct within .Ixty (6D) day. of r.c.lpt of
this Hotlea by:
ADtfIH
ISTRATIVE
CORRECTIONS:
--wrlttan prot..t to the PA a.p.rt..nt of R.v.nu., Soard of App.al., O.pt. 281DZI, H.rrl.burg, PA
--.I.ctlon to have the .att.r d.t.raln.d at audit of the .ccount of the par.onal r.pr..antatlv.,
--app.al to the Orphans' Court.
171ZS-IOZI,
DR
DR
Factual .rrors dl.cov.r.d on thl. a.......nt should b. addr....d In writing to: PA D.part.ent of R.v.nu.,
Bur.au of Individual Ta..., ATTN: Po.t A.......nt A.vllw unit, O.pt. Z806DI, HarriSburg, PA 171Z8-0601
Phon. (717) 747-650S. S.. page 5 of the bookl.t "In.tructlon. for Inh.rltanc. Ta. A.turn for a R..ld.nt
O.c.d.nt" (REY-ISOI) for an ..planatlon of .d.lnl.tratlv.lY correctable .rror..
DISCOlItT:
If Iny ta. due I. paid within thr.. (1) calandar aonth. .ft.r tha d.cedant's d..th, a flva p.rcant (5~) dl.count of
the taw paid I. allow.d.
PENALTY I
The 15~ ta. aana.ty non-p.rtlclpatlon penalty Is coaput.a on the total of the tax and Intarnt .......d, and not
paid before Janu.ry 18, 1996, the flr.t d.y aft.r the .nd of the tax .an..ty p.rlod. Thl. non-p.rtlclpatlon
p.nalty I. .ppealabl. In Ih. .a.. .ann.r and In tha the .... tl.. p.rlod a. you would eppeal Ihe ta. and lnl.r..t
that has b4en .......d a. Indicat.d on thl. notice.
INTEREST:
Int.r..t I. charg.d b.glnnlng with first day of d.llnqu.ncy, or nln. (9) .onth. and on. (I) day froa the data of
d.ath, to tha data of p.y..nt. T.... which b.c... dallnqu.nt be for. Januery I, 1982 b.ar Int.r..t .t the r.te of
.Ix (6~) p.rc.nt p.r annue c.lcul.t.d .t . dally rat. of .000164. All ta... which bec... d.llnqu.nt on and .ft.r
Janu.ry I, 19S2 will b..r Int.r..t .t a r.t. which will v.ry fro. c.llndar ye.r to cal.ndar y..r with th.t r.t.
announc.d by the Pi a.part..nt of R.v.nu.. Th. appllCabl. Int.r..t r.t.. for 198Z through 1997 ar.:
!!.!! Intlrnt Reta Dally Int.r..t Faclor !.!!r Inter..t Rat. DlIlly Inlar..t Fllctor
198Z 20~ .00OS48 19S7 .~ .0001"'7
1941 16~ .oaous IUS-I991 1I~ .000101
1984 llX .aOOlDI 1'92 .~ .0002U
In5 U~ .000lS6 1991-1'19'" n .000192
I... lOX .000274 199~'1997 .~ .0002U
ulntarnt Is celculeted .. followll
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. I..ued efl.r Ihe te. b.co... d.llnquent Mill reflacl .n Int.re.t calculation to flft.en (I~J day.
beyond thl data 0' the .......ant. If pay""t Is .ad. .ft.r the Intarnt co.pullltlon dala .hown on tha
Hotlce, additional Intar..t ~.t be calculat.d.
,
-
JRD/June 30, 1992/11858
REGISTElt OF WILlA'>
Cumbcrlund County Courlhouse
One Courlhouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: LISA MA1Ur. l.UYNr" r.::;<J.,
RE: Estate of LLOYD M. caMAY , JH.
[D.oIEH ALLEN 'IWP.
Estate No.: 2101997.0636
Date of Decedent's Death: 7.27.96
, Deceased, I..llte of
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of tile decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whelher sanctions should be imposed upon the
delinquent personal representative and the delinquent personal represenlative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 9.7.98 , 19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
li)U
Depu
Date:
8.20.98
Distribution to Estate File