HomeMy WebLinkAbout96-00667
PETITION nm PlmnATE lIull GllANT OF ....:T'nmS
.;;) 1- q(o -CD.CO_'1____
/;0.1,111' f~" WIIJ3UIl M. QlJEllHV
II/W known 0\
No,
To:
Ilevi,le, of Wil" fur Ihe
('0111111' 01 Cumborland.--.- ill Ihe
('Ull1l1lullwcahh of pCIIII\)'lvilnia
HI'I'c'ml'''.
SlIdol SI'['II,il.l' Nil, 188-03-0315
nil' pCliliOIl of Ihl' 1I11lh.'"il!IH.'d IC\lll'I.:lfully n:prl'\l'l1h thai:
Your pl'liliolll'r~), \\ho j,/NX' IX yc;U\ of a~l' or oilier an Ihe c\ccutrix.___,______ named
illlh,'la't "ill of Ihe aho.e den'delll, daled.. January_.3D... .._______. ,1'L85_
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,'Iall' Idl"\illlll.lI~.lIImlall.:l.\, l'.~. ll'lI11Il':"UIl111. lkillh nll'\l','U"II, l'II:.)
Decelldellt wa' domiciled at dealh ill __QJ!1PeJ:'liln5L_-.-.-- COllllty. I'elln,ylvania. with
his____ la,1 family ur ptincipal f",idenee at __~.?~I'!.<1.lJo!J_::;.t._._~yng._~GDnsY_~_
----,~~._--~-_._'----
Iii" 'lIl'C!. IIll1nh!.'1 ill\llllllllh.:ir"hl~)
Decendent, Ihen _!l.B__ yea" of ave. died __J.uly~3J__. .19 96
at -Leader. Nursin9_Haro ._ Cilllil_Hill. _CUmI:lcrlancL County., _l'ennsy.lViID ; il
Ex~ept a, foil","'. deeedenldid not nti"ry. wa, not divurccd ami did lUll have a child bOrll or adopled
afler exeelllionor Ihe will offe,ed ror prohale; wa, nOllhe victim of a killin~ and Wi" never adjudicated
incompetent:
DeeeDdcnt aldeath owned properlY with "'timaled \'ahl'" '" follow,:
(If domiciled in Pa,) All personal properly
(If nOldomiciled in Pa,) Personal properlY in Penn,yl\'ania
(If not domiciled in I'a,) l'el"1I1al properly in County
Value of real CIotalC in PClln'yh'.1I1ia
sitU:lled as follow,:
$ 100.illlO...l1D--
$
$
$
WHEREFORE, pelitioner(,) ''''pectrully request(,) Ihe probate or Ihe lasl will ,~)
pr",cnted herewilh andlhe ~rant or Ictte"_Testarnsntat;y
(l1.'\lill1ll.:lIllll); mhllinj..llillilllt l,',I.a.; mJmini'lrilliulI d.h.lI.I.'.I.a.)
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Florence D. Q,!eg;y_Q..
_3~6_Walton_Street
.LeIroyne,-EA..J.7043
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OATH OF PERSONAL ItEPRESENTATIVE
COMMONWEALTH OF I'ENNSYLV ANIA }
::1>:\
COUNTY OF CUMBERLAND
The pelitionerb) above-named ,wea'b) ur arn"n(') Ih'"lhe s""emenls in the forc~oin~ pelilion arc
!rue and Clme~t to Ihe h",lor Ihe knowled~e 'HId helieI' of petilioner(,) and that '" personal represcn-
Ialheb) or Ihe aho\'e decedent pelilione,(,) will well and IrIlly adminblcr Ihe estale aceordin~ 10 law,
Swmn III or affirmed and ,uh'~rihed I ~-~~~- '"
hefme me Ihh __22nd_._~._ _ d,,, or - '---C)' ~'
'-J1~-~-,.--.l(\p~:.r;.o: 7 ~
1~:y,1f~l~~I.J~c-(.J~'''';I;.S~~:, (f-:;.~~ . ~
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No. 71 - 96 - 667
Estate of
WTlnl1ll M. OUEllIlV
, I>eceased
m~CREE OJ.' PROnATE ANI> GRANT 01<' U:TTERS
AND NOW Auaust <6 , 19.2.!L-, in considcrulion of lhc pClition on
lhc rcvcrsc sidc hcrcof, satisfuctory proof having bcen prcscnlcd before me,
IT IS DECREED lhut Ihe illslrumcnl(s) datcd Januarv 30, 1985
dcscribed lhercin bc udmillcd 10 probatc und filcd of rccord us thc lust will of
Wnhllr' M. ollerry
and Lcllers T,,"tl'llTV'ntm-y
arc hcreby grantcd to Florence D. Queny
,
,~_t '
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200.00
Probatc, Lellcrs, Etc, ,,""," $
Short Ccrtilicates( 5) .. .. , .. ,.. $ 15.00
ReDuncialion ..,............, $
X-Page $ 3.00
JCP 5.00
TOTAL _ $ ?:>1 nn
Filcd "" A4G~,S,\ ,?!i", ,1 ~9,q , . , , , , , , " , ,
FEES
09729
Inn nln Vnrk Rn~n, Npw ~lmhPrl~nd. PA 17070
ADDRESS
(7l7) 774-3163
PHONE
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Mailed letters and order to attoney on 8-27-96.
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This is III (crt if I' ,h.Il ,hi, i,;. Inll' "'PI' ..I,h,' mll"\ wllld,,,"" I,k lII,I",I'I'nmyl"""I..l>iYi,iln nt-V1t:fI'Il,'''''''' i'Hl{m"I,,"(C
wi,h A(t U" I'L \(~1. "1'1""""\ h)' ,III' (;1'11"",1 ^""lIIhl\, 1,"11' ."1, I'I~ \
WARNING: Ills 1II0gallo dupllcato Ihls copy by photostal or photograph,
I"'C [..r .hi, <<nili..II<', SIIMI
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(.IIMIt.... Il.ndnu.r
StilI(: Ih.gi...tr.tr
AUG .1 3 1996
:)94134~
D.Ilc
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Nil.
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COMMONWEALTH Of PENNSVlVAPHA' DEPART MEN' Of HE,\LTJt. VIlAlREconDS
CERTIFICATE OF DEATH
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L July JI 1996
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. Mille
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1. Wilbur M. Q\J(~rry
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llIICfOlN' ,,......-.oAllD'll,,rse- C#v"__ s.. t",CMIl OIClOllll'
J5b Walton st ~~"'"
1.emoyno, Pa. 17043 ~
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Hiles Querry
Florence Querry
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IA'iT \.JILL NlD 'mSTN-IENT
OF
\.JILBUR N, QUERRY
I, \.flLBUR H, QUERRY, of I.L'I1XJyt1C Borough, ClD1~)crland ColU1ty,
Penm;ylvania, being of sound mind, met!Pry and undcrstanding, do hcreby make,
publish and declarc this as and for my Last \.Jill and Tcstrorent hereby revoking
and nnking void any nnd all other l~ills by me at any t!.Jre heretofore l1\'.1de.
I.
I direct that my Executor hercinafter nrored shall pay all my just
), debts and funeral expenses as soon ns conveniently may be done after my decease. i
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II,
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All the rest, residue and reITklinder of my estate, whether real,
;,
. personal or mixed, and wheresoever situate, I hereby give, devise and bequeath
,.
unto my \o1i.fe, FLORENCE D, QUERRY, if she survives too by a period of thirty days'.
.
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If my said wife does not survive Ire by a period of thirty days, then this gift
to her shall be divested and I then give, devise and bcqueath my entire estate
as follows:
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A. One-half (~) unto my daughter, SHIRlEY ANN DININNI.
B, One-half (l,) lU1to my son, BARRY W, QUERRY,
III.
I hereby naninate, co~stitute and appoint my \o1i.fe, FLORENCE D, QlERRY,
as Executrix of this, my Last \.Jill and Testament, If the said Florence D, Querry
should predecease Ire, fail to qunlify or cease to act as such, then I nominate,
constitute and appoint my two children, SHIRlEY ANN DININNI and BARRY W, QUERRY,'
, '
L"'W o"Pler.
JON F. LAFAVER
as Co-Executors. If either the said Shirley Ann Dininni or Barry W, Querry
should predecense Ire, fail to qualify or cease to nct as such, then the other
sI1ll11 serve nlone,
117 THIIlD STIlUT
..tWCU....tlll...."D........
Page one of tloiO Pages
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a}
Name of Decedent:
WTT HlIR M. OlIF.RRY
Date of Death:
.1111y 11 J lQC)(,
Will No. ?lQt;_nr,t;'7
Admin. 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
l\llgJl"t?R lQQr, :
~
Address
PlnrPn~~ n n'~rry
1'i1i W;!lton Stn>pt !.prmyn" PII 17043
R::.rry W n lj':1lrry
?'i?4 Mi llpr Roml. F.ilst Petprsbllro. FA 17520
~h;r'PY Ann nininn;
1i11 North lilith Strppt. H;!rrisbllrg. FII 17111
Notice has now been given to all persons entitled thereto under
Ruie 5.6(a} except
Date: i: ;l,~ %
7
/t. I)) (rl",
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Signa ure /'
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Name RohPrt F.. Mvprs, Esa.
Address Ion Olil York RMd
Nnw ~lmhPrl~nn p~ 17070
Telephone (717) 774-3163
Capacity:
Personal Representative
x
Counsel for personal
representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II:
__ ____ FJ!,.r_'!.~E!'-.!l~<tuurry _
baing duly sworn ___. .__ according to law, dopo,o, and ,ay. thaI hor .~:?<u~Lr Ix"
____.__. n._ ...." 00__ of Ihe Eslato of _ __1!_W)lILll,,_Qu.,UY......_. _. _._ ____
lala of ..._.L"moy_Du Dorough ..___.. . _. _, Cumborland Counly, Pa" decoued and thaI Ihe
within is an inyonlory mado by ..__.F~oruncu_DL9u~r.._._ ..__ _ _._ __, Iho said~.uculr..!~_._._
01 Ihe entiro e"alo 01 said docodonl, con,i,ting of all Iho personal prop.rly and real ..Iale, excepI real o.Iale auhido
the Commonwoallh of Ponnsylyania, and Ihal Ihe figura, oppo,ite each item 01 Ihe Inyonlary ropro,onl it's lair yaluo
u 01 Iho dalo 01 docoden~'s dealh,
.~A~
and sub,cribed bolore mo,
.;iA.I",c....-<:-"- :v.:: ;1..LU..J~ _. ...__
eucutor . Adminhtr.tor-~~
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UJ,jl-/J Yb..'i1--
r'OTAR:AL SEAL
'.~Jry D. V",Hagl!. r:ol.1fY PtJb-IlC
Olll:otllf9 Oorl\ ""O'k COLlnty
"~', Coml"ls~lon [''p'.re.s ,.lly 7, 19')6
Add,...
Dele 01 Dealh
31st.
Day
July
Month
1996
V..,
INSTRUCTIONS
I, An inyonlory must be liIod within Ihreo monlhs aller appoinlmont 01 porsonel repruonhtiye.
2. A supplemont inyenlory must bo liled within Ihirty day' of dhcovory 01 additional anels.
3. Additianel ,heels may be a"ached as to porsonally or really
4. See Article IV, Fiduciarios Act 011949,
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Inventory 01 the real and personal estate 01
WILBUR M. QU&RRY
21-96-0667
deceased
,..
1. MllllDn Bonk - Chllcking Account 1.976 71
2. Harris Savings Bonk - CD '07-66-231276 20.09B 63
3. Harris Savings Bonk - CD '07-231380 12.561 64
4. Franklin Tllmplllton - High Yillld Tax Frllll Fund 48.555 17
4378.284 @ $11.09 Ilach
5. 1987 Chllvrolllt Automobilll - slllling pricll 1,600 00
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FIRST AND FINAL ACCOUNT OF FLORENCE D. QUERRY,
EXECUTRIX OF THE ESTATE OF WILBUR M. QUERRY,
DECEASED, LATE OF THE BOROUGH OF LEMOYNE,
CUMBERLAND COUNTY, PENNSYLVANIA
DATE OF DEATH:
July 3, 1996
LETTERS TESTAMENTARY:
August 26, 1996
LETTERS TESTAMENTARY ADVERTISED:
Cumberland Law Journal
September 6, 13 20, 1996
The Evening Sentinel
September 2,9 & 16, 1996~lc""
INVENTORIES
State:
Local:
FILED
April 17, 1997
ESTATE NO.:
21-96-0667
ATTORNEY FOR ESTATE:
Robert E. Myers, Esquire
100 York Road
New Cumberland, PA 17070
(717}774-3163
PRINCIPAL ACCOUNT RECEIVED - PERSONALTY
Accountant charges herself with the following principal amounts
received:
1987 Chevrolet Automobile - selling price
Series H. Bond - 9-92
Series H. Bond - 9-92
Series H. Bond - 9-92
TOTAL
1
$ 1,976,71
20,098.63
12,561. 64
48,555,17
1,600.00
10,000,00
10,000.00
5.000.00
$109,792,15
Mellon Bank - checking account
Harris Savings Bank - CD #07-66-231276
Harris Savings Bank - CD #07-231380
Franklin Templeton High Yield Tax Free Fund
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~~ SS
Florence D. Querry, being duly sworn according to law, did
depose and say that she is the Executrix of the Estate of Wilbur
M. Querry, deceased, that she is the Accountant in the foregoing
First and Final Account, that the foregoing Account is true and
complete as to all items of credit and debit; that no party has
given notice of any claim that has not been paid; that the facts
set forth in the foregoing Account and in this Affidavit are true
and correct to her knowledge, information and belief.
:;;~ 0 9~
Florence D. Querry, Executrix
Sworn to and subscribed ~rio.r: me
this dZt?r;-c.d day of ('~
, 1997.
OJ (~
Notary ~ J.-u;....vzJ
NOTAR:Al SE,\l
Mary D. V(!f H..19L". NOt.1'Y Publ;C
DlllsburO Ooro Yorlt, Counly
'.ty CClnm1's:.i:"1n r~r"{>s t-..tw 7. ,roa
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I lOA DAIlS 01 DIAIH Anu 12/31191 CHICK HUI
INHERITANCE TAX RETURN I ~tv~:~yU~:~DIT IS CLAIMID I]
RESIDENT DECEDENT Ifill NUMBIA . -.
(TO BE FILED IN DUPLICATE . ,. L
WITH REGISTER OF WILLS) Icourm CODE
UICI01 tjf!I (<)'oII'Llll AtlOMI!I!I
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UAIIIII'.lIlIHH-, I'A 1/1 Jt! OW I
OI(lOI,.I'!1 '4AMCitA'.)f'li~tUlMIDDlt IWllAll
____ t]I "- f A' ~"\ .1-\)1' LJ3 1.1../\ M1 . -'rt W A L. n 1\1 n. S 7' }
'.lotlAl '.l(~llY flU""r; J IlAII 01 OIATtl '-I(}~I 0I1l181ti &..6 I'-\,b~N'6 f 1"'\'" 11'''1
I s-q.,O\-o,I;.7-)-'U [' /..-/1-0 L__ (~"~'r- -- u .,-",,~"'lM.kl\Wt)____
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!~ Ori;~~1 R.~'-~~-- "--------- ------ !] 2, Suppll!mental Relurn ~ - ---- r-] 3. Remainder Relurn
('ar dale' 0' deolh prior 10 12.13.82)
[J 5. Federal eltole To. Relurn Required
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r--] 40. Fulure Inlorell Compromise
(lor dote I 0' death oher 12.12.82)
Decedenl Died hslote I ] 7 Oecedenl Maintained a living Trull
(Attach copy of Willi (Attach copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
COMPI(l1 MAILING "%~fS'.l
,...."\.lllc- 1"".0 r:":":,('J
.- N~kJ ('A'" 6E,U...<l'l.fP. PI> 1'7
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limited Ellale
_ 8. T 0101 Number 01 Safe Deposit 80us
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1. Reol estate (Schedule AI
2. Slockl and Bond. (Schedule 91
3. Cloutly Held Slack/Partnership Inlerel' (Schedule q
4. Mortgages and Notel Receivable (Schedule 01
5. Cosh, Bonk Depolih & MilCellaneous Personal Properly
(Schedule EI
6. Joinlly Owned Property (Schodule FI
7, T,on.'e" ISchedule GI (Schedule 1I
8. Totol Gran Aue" (10101 lines 1.71
9. Funeral hpen",s, Adminiurolive COl", MilCollaneous
hpenses (Schedule H)
10. Debu, Mortgage liabilities, liens ISchedule I)
11. Tolol Deduction, (lolallin.s 9 & 101
12. Nel Value of Estate lline 8 minus line 11)
13. Charitable and Governmenlal BeqlJtnh (Schedule J)
14. Net Value Subjecl to To. (line 12 minUl line 131
15. Spousol Tronl'ers (for doles of death aher 6.30.94)
See Instructions for Applicable Percentage on Reverse
Side. (Include values from Schedule K or Schedule M.)
16. Amount of line 14 la.able at 6% role
(Include values from Schedule K or Schedule M.I
17. Amount 0' line 14 taxable 01 15% role
(Include value. from Schedule K or Schedule M.)
18. Principal loll. due (Add IOlt 'rom lines 15, 16 and 17.)
19. Credit I Spoulal Poverty Credtl Prior PaymenU
+
(1) __ .--=__.
(2)_..../~, ?7S'~.n.
( 3 I __ ____ .--=- ~._~____
(41~_ --
( 5 I nL\~3.~ 15"
-
\c.
16 )
(7)
I 8 I ID...L'li2..L5'_
(91 __._J'3.il D,..5.0_____
(101 -_..-.-~,-~-----
(11) __11.illl...&:D_
(121 'If/5'7. IS"
(131
(141
~
(151 ~'lt-l5..J. I '?
x, CL=
(f. /) \)
x .06 ::
~
(16)
(17)
x .151:1
z
'"
~
...
"
...
IE
'"
u
~
...
(181
(), D \)
DilCounl
IntereSl
+
(19)
1201
20. If line 19 il grealer Ihon line 19. enter the difference on line 20. This is the OVERPAYMENT.
ao
Check horo If you aro roquesting a rcfund of your ovcrpayment.
D. () [)
21. If line 18 il greater Ihan line 19, enler the difference on line 21. Thi, is Ihe TAX DUE.
A. Enler Ihe inlerelt on the balance due on line 21A.
B. Enler Ihe total 0' line 21 and 21A on line 218. This il the BALANCE DUE.
Mak. Ch.ck Payabl. tal R.gllt.r of Willi, Ag.nt
F ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..c:..c:
Under penalliel of perjury, I declare that I hove uamined this relurn, including occompan}'ing Ithedules and stale men". and to the belt 0' my knowledge and beli~(.
it iltrue, correct and complote. I declare Ihot 011 real "10 Ie hal been reporlea 01 Irue morkel value. Declarolion of pre parer other than the personal reprelentative i,
baltd on 011 informalion 01 which preparer has any knowledge.
$IGNATURE 0' PU$ON Rf$PON$laLl 'OR flllNG RETURN AOOIIU$ OAlf
(b . ~ S.l.._~tr;. ~~. '?~ ~..~
"0 lU" 0' '"'p.... O'H" lH.N '''''''N'.'''' .oe"u "-U~ 0 YiAII
~~~.., LP~~~~L,LG.LAa_t~~':A..- ~-q7
1211
121AI
1218)
.lV.UO] U + 14,16)
~.'~'9(\
-JfJ.u.;
COMMONW(Al1H or '(NNS',WANIA
INHUlIfANCf rAx RllU.N
RnID[H' Of(fOfNI
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
\,IJIL..\\"-t. ~, D_Ll..iJl_"-~
(All proporty jolntlv.ownod wllh RI;~i a' Svrulvlrlhlp mUll bo dllClolod on Schodulo F.)
ITEM
NUMBER DESCRIPIION
1. GE"\E~ H O"'~ ~-4,-
~ .. -, ",
10
J. \, I. , ,.
FILE NUMBER
TOTAL (Aha onlor on lin. 2, R.co i1uIOlion)
(II more space is neecled, insert oddjl;onal sheets 0' same sjze.'
?-'-:.1~~ ~~& J
VALUE AT DATE
OF DEATH
II),DOOr!)
Ib.OD/l.au
5.ooo.bO
s
J\u;Just 23, 1996
Pobert E. Myers
100 York Road
New OJriJerland, PA 17070
IUHARRIS'
U SAVINGS BANK
Ila,.ri~ SavinJ.:s ()I't'I"alilllls [I'IIIt'I"
li:l" t-;"nh 121h Slr.,.'f
I.l'1II0YIIl', Pt'III1S)'!\',lIli;1 170,1:1
717/7:U.I-I-I1I
71717:U.!J:I!12 Fa,
The inrornntion which you reque:::ted on the
Deceased (.!locinl Sr.curi ty Ilumber
Account lIumber(s)
Class or I1ccQunt
lonte Cpenee!
Principal Dnlnnce
Accr'Jed !ntereGt
Dalance nt
Date Dr Death
Account
Ownership
IIsmc Dr Joint
Owner, if nny
Dnte Ownershin
W,~S Istnblir.h~d
Additional Inror-
r.:ltion RC'1Ilr.::tetl
~....">""'c,. .'~".
nccount(s) of
188-03-0315
WilOOr N. QJeny
) is os 1'ollowr..
07-66-231276 07-66-231380 07-50-008168
5Yr, ~. 5 Yr. ~. Sa~
11-28-92 2-5-93 9-3-92
$20,00fr.00 $12,500.00 $16,537.63
98.63 61.64 40.91
20,098.63 12,561.64 16,578.54
lrdiviaua..
lrdividual
Joint
Florence D. QJeny
11-28-92
2-5-93
9-3-92
Please have the ~tor of this EState sign the enclosed W-9 fom and
return it to llC in the provided cnvelqJc. I also need the survivor of
these "rmmts to ccrti~.ity nurh>r "1",, '!hank ~.
.'
0'(1'
LA" O,,.C.I
JON P'. LAP' AVa..
." '"I~D .TRIIT
"'''' cuwl.iIlLAlIIO. PA.
.JON 11'. 1..\.YAVIOIl
o
o
ULW CIlM8U....^UIl.I'U~U~\'l.v^'1I^ lloln
:.11/ IllIKll su.u.a
IA'iT \'llU. AN!> 'l'E.'i'l'Al-UWl'
Ol~
WILBUR M, QU1~RRY
I, WILBUR M. QUERRY, of Lamyne Borough, Cun~)erlaml County,
~sylvania, being of sound mind, melTPry and understanding, do hereby make,
blish and declare this as and for my Last Will and 'l'est!ll1cnt hereby revoking
d making void any ami all other wills by me at any tillC herctofore made,
1.
I direct that my EKecutor hereinafter nlUred shall pay all my just
ebts and funeral expenses as soon as conveniently may be done after my decease,
II,
~
~~
't
All the rest, residue and remainder of my estate, whether real,
ersonal or mixed, and \oA,eresoever sit'Uate, I hereby give. devise and bequeath
to my wife, FlDI~CE D. QUERRY, if she survives nc by a period of thirty days,
If my said wife does not survive ne by a perJ.oc:I of thirty days, then this gift
to her shall be divested and I then give, devise and bequeath my entire estatc
s follows:
A. One-half (!s) lll,to my daughter. SIllRLEY ANN D1.N1NNl.
B. One-half (~) unto my son, BARRY W, QUERRY,
Ill.
I hereby naninate, constitute and appoint my \~ife, FlDRENCE D, QlI:ruW,
EKecutrix of this, my Last Will and Testanent, If the said Florence D. Querry
hould predecease ne. fail to qualify or cease to act as such., then I nominate,
constitute and appoint my twO children. SIIlIUE{ ANN DlNINNI and BARRY W, QUEIUW,
s Co-Executors. If either the said Shirley Aim Dininni or Barry W, Querry
should predecease ne, fail to qualify or cease to act as such,' then the other
shall serve alone.
Page one of tYlO Pages
. .
. /~/;Jli. -3
COMMONWEALTM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
e; ./
~*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE IlK DIVISION
DEPT. zahOI
flARRISIURG. Pi l1an,obol
NOTICE OF INItERITANCE TAX
APPRAISEMENI, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENI OF TAX
'h'lhlll'" 111'''1
ROBERT E MYERS
100 YORK RD
NEW CUMBERLAND
DATE
ESTATE OF
DATE OF DEATM
FILE NUMBER
COUNTY
ACN
07-21-97
QUERRY
07-31-96
21 96-0667
CUM8ERLAND
101
M
WIL8UR
PA 17070
Alnount Relllltt.d
MAKE CMECK 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 ~
iiEV:i54'i-EiCAFii-i'o'3-:m--NoYicE-OF--XNHEiiifAiicE"i'-Ax-iiP'iiiiiiisEH€Ni'-,--.U.i.-owiiN-CE-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF QUERRY WILBUR M FILE NO. 21 96-0667 ACN 101 DATE 07-21-97
TAX RETURN WAS:
( X I CItANGED
SEE ATTACHED NOTICE
I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rod Estoto (Schodulo A) (1)
2. Stocks and Bondi (Schedule 8) (2)
3. Closely Hald stock/Partnership Interest (Schedule C) (3)
4. Harig.g../Not.. Receivable (Schedula DJ (4)
S. Cash/Bank Deposits/Hisc. Parsonal Pr~p.rty (Schadule E) IS)
6. Jointly Owned Property (Schedule f) (6)
7. Transfars (Schedule G) (7)
8. Total ASlat.
.00
18.775,50
,00
,00
84 ,792,15
,00
,00
(8)
NOTE: To insure proper
credit to your account,
submit tha upper portion
of this forn with your
tax paynent.
103.567,65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. FUne~.l Expenses/Adn. Costs/Hi.c. Expense. (Sch.dule H) (9)
10. Oebts/Hortgage Liabiliti.s/Li.ns (Schedul. I) (10)
11. Tot.l Oeduction.
12. N.t Valu. of Tax R.tu~n
13. Charitable/Gov.rnn.nt.l Bequ.sts (Schedule J)
14. Net V.lu. of Est.t. Subject to Tax
13,810,50
,00
1111
(12)
1131
(14)
13,810 ~o
89.757,15
,00
89.757,15
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSHENT OF TAX:
IS. Anount of Line 14 .t Spou..l
16. Anount of line 14 texabl. at
17. Anount of Line 14 taxabl. .t
18. Principal Tax Due
TAX CREDITS:
14. 15 and/or 16, 17 and 18 will
returns assessed to date.
NOTE:
89.757,15 X,OO=
,00 X ,06=
,00 X ,15=
(18)
,00
,00
,00
,00
rat.
line.I/CI... A rat.
Coll.t.r.I/CI.s. B ~at.
lISI
1I61
117l
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-J
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,00
,00
,00
,00
. IF PAID AFTEA DATE INDICATED. SEE REVERSE
FDA CALCULATION OF ADDITIONAL INTEAEST,
IF TOTAL DUE IS LESS TitAN '1. NO PAYMENT IS REQUIAED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REFUND, SEE AEVEASE SIDE OF TItIS FORM FOR INSTRUCTIONS,I
- .,
.
RESlRY.TION, E.I.I.' ef ..c...nls ..Ino en Dr b.fDr. O.c..b.r 11. 1..1 -- If .n. fulur. Inl.r..1 In Ih. .s'.I. I. Iron...rr..
In .D...s.IDn Dr .nJD...nl 10 CI..' . .coll.l.r.l) b.n.'lcl.rl.. of .h. ..c...nl ....r Ih. ...Ir.llon D' an. .sl.l. lor
Ilf. or 'Dr y..r.. Ih. Co..onw..llh h.r.b. ...r...I' r.s.ry.. .h. rl.hl '0 ...r.I.. .n. ...... Ir.n.l.r Jnh.rll.nc. T....
at the lawful tl..' I 11:0118'.r.U tat_ on any such future Intarut.
PURPOSE OF
HOTlCEl
To lul.111 .h. r.qulr...nl. 01 s.c, Ion 114' of Ih. Jnh.rll.nc. .n. E."'. T.. 'cl. 'cl 11 of 1"5, (11 .,5,
SacUan 914D).
PAVttEHTl
O.I.ch ,h. 'D. .er'IDn of ,hl. Hellc. .n. .ub.l. wllh your ..y..nl Ie Ih. ...I.I.r 01 will. .rln'.d on lho r...r.. .Id.,
"."a~. check or 80nay ordu payable tot REGISTER OF MILLS, AGENT
REFUND leA H
. r.lund of . I.. cr.dlt. which w.s nol r.qu..I.d on Ih. T.' R,'urn. ..y b. r.qu..I.d b. co..I.tlno on "...llc.tIDn
'or R.'und of ..nn..ly.nl. Jnn.rllonC. .nd E.'.'. T.." (REV-1313), A..'lc.llon. .r. .y.ll.bl. .1 Ih. Ofllc.
of the Regl.t.r of wIll., any of the 21 Rayenue DI.trlct off1ca" or by calling the ,paclal Zit-hour
on.w.rl.. ..rylc. nu.b.r. lor fDr.. ord.rln., In ..nn.yly.nl. 1-...-3.1-1.5.. oul.ld. ..nn.yly.nl. .nd
within local Harrisburg ar.. (lll) 181-a094, TOO' (111) l1Z-2Z~Z CH..rlng Iapaltad Onlyl.
OBJECTlONS1
'n. ..rl. In Int.r..1 no' ...I..I.d wllh Ih. ...r.I....n.. .llow.nc. or dl..llew.nc. o' d.ducllons. or ........nl
o' I.. IIncludln. dlocount er Intor.." .. .hDwn on Ihlo Hollc. au.1 Dbt.ct wllhln sl." 1601 .... ef nc.I.1 0'
this NoUn by:
--wrlll.n .rol..1 .e lho.' e...r...n. o' R...nu.. 'e.rd of ,....," 0..1, m.ll. H.rrl.bur.. .A 1711.-10Zl. DA
--.,.cllon '0 h.y. Ih. ..II.r d.l.r.ln.d .t .udll 01 Ih. .ccounl of Ih. ..rsDn.' r..r...n'.IIY.. OA
"-app..l to lhe Orphan,' Court.
ADH1H
ISTAATlYE
CORRECTIONS I
factual .ttor. discovered on thl_ 811.,...nt should ba addressed In writing tal PA Depart..nt of Revenue,
8ur.au 01 Indlyldu.1 T..... 'TTH' .0.1 ........n. R.yl.w Unit. D..', 1....,. H.rrlsbur...A 1111.....,
PhOn. (111) 181-'5'5, 5.. .... 5 of Ih. bODkl.1 "In.lrucllen. 'Dr Inn.rll.nc. T.. R.lurn lor. R..ld.nl
Dacedant" CAEV-lSQU for an explanation of ad.lnistretlvalY carnctllble errau.
D1SC"'""T1
II ony t.. duo 's ..Id wllhln ,hr.. (3) c.l.nd.r .Dnlh. .l'.r Ih. d.c...nl'. d..lh. . Ily. ..rc.nl 15Xl dl.counl o.
the ta. paid 1. allowed.
PEJrCALTVl
Th. I'X I.. .on..ly non-..rtlcl..llon .en.,ly I. co.put.d on Ih. 101.1 el ,ho t.. and Inl.r..t ..s....d. and nol
..Id b.'Dr. J.nu.ry 18. I.... Ih. Ilr.' d.. .fl.r Ih. .nd of Ih. I.' .on..'y ..rlod, Ihl. non-..rllcl..llon
..n.ll. I. .....I.bl. In Ih. s... .ann.r .nd In ,h. Ih. .... tl.. ..rIDd .. YDU would .....1 Ih. I.. and Int.r..t
that ha. been 1I..e..ed .a Indicated an thl. natlca.
lNTERESTl
In..r..1 I. ch.r..d b..lnnlno wllh Ilr.1 d.. of d.llnqu.nc.. or nln. (.) .Dnlh. ond on. II) d.. frD. .ho d... 01
d..lh. 10 ,h. d.l. el ..y..nt, I.... unlch b.C'" d.llnqu.nl b.for. Janu.ry I. \.81 b..r In..r..t .1 Ih. r.l. 01
.1. (.Xl ..rconl ..r onnua c.'cul.l.d .1 . d.ll. r.l. o. ,"'1'4, .11 I.... which b.c... d.llnquonl on and ..I.r
Janu.r. I. \..1 will b..r Inl.r..' .1 . r.l. which .111 y.r. fro. c.l.nd.r ...r 10 c.,.nd.r ...r wllh ,hal r.l.
announcad by the Pi Dapllrta.nt of Ravenue. The IIPpllcable Intarast rllt.. for 1981 thrauQh 1997 aral
'!!!! tnt.r..t Rata Dally Inhrnt Factor !!!! tnt.rnt AlIt. DailY Int.r..t Fnctar
19et ZQX .oa05"'8 1987 OX .000lU
1985 16X .oaoua 19aa-1991 IlX .000501
191" lIX .0aOlOI 1991 OX .000lU
1985 UX .Oa0l5' 1995.199" 1X .000191
191' lOX .0aoZ7" 199501997 'X .000lU
--Int.rnt is calcul.tad .. follow':
INTEREST = BALANCE OF TAX UNPAID X "UNBER OF DAYS DELINQUENT X DAILY INTEAEST FACTOA
--Any Ho"c. I..u.d .fl.r Ih. ... b.CD..S d.llnqu.nl will r.ll.cl on Inl.r..t c.'cul.l'on '0 .",.on <IS) d..'
bllYond th. data of th. IlIS.....lInt. If pay..nt l. .ad. after the Inter.st callputetlan data shown an th.
Hotlc., addltlonal Inter.st au.t b. calculated.
/ ~ - "") -.,
f..~,l "-",, .-.......-,
BUREAU OE INDIVIDUAL IAXES
INlIlAI1t..;([ IAlf nlvntoN
CliP.. 1110.101
llA"PlnuP'':. PA 111"" OMH
COHHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOIlcr DE ItlllrRIIANcr lAX
Af'rRAISrttENT t AllowAt~C[ OR DISALlow""cr
or DEDUCTIONS AND ASSfSSHnn or TAX
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER or WIllS
CUMDERlAflO CO COURT IIOUSE
CARLISLE, PA 11013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
it EV: iS4-j - Eif -r. FP - i UJ: Y7 Y - NOYic E- -u~-iiiI1Eifi i' A iicf- T h'x - Xppi\Xis EH€riT -.--" [i. i5ii ~;ir5ii - ClP - uu - - u - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILBUR M FILE NO. 21 96-0667 ACN 101
R08ERT E MYERS
100 YORK RD
flEW CUMBERlAtlD
DATE
ESTATE OF
DA TE OF DEA Ttl
FILE NUMBER
COUNTY
ACN
PA 17070
ESTATE OF
QUERRY
TAX REIURN WAS:
I ACCEPIED AS EllED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGIIIAl RETURN
1. ReRI Est.t. (Schadulft Al III
2. stocks and Bonds (Schedule 0) (2)
3. Closely flAld stock/Par-tnRrshlp Int..,..s' (Schedule C) 13J
4. "ortgRges/Hotas Receivable (Schedul. OJ (4)
5. C.sh/Dank Deposl t slHl Ie. r",."on"l r,.op.r ty ISch."lule E) t 5)
6. JolnUy Owned Property ISchRdul. FJ 16J
7. Transfers (Schedule GI (7)
8. TotRl Ass.t.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/Adm. Cosh/Hlsc. E:xp,ms8s r~ch8dul8 III fC'I
10. Debh/Hortgllg. LiabllItles/lInns rSchedule II (l01
11. Tobl Deductions
12. Net V.lu. of Tllx R.turn
13. Ch.rlt.bl./Governnenta1 aequests (Schedule JI
14. Net Value of Estate Subject to Tex
NOTE:
I'
07-21'97
QUERRY
07-31-96
ZI 96-0667
CUMDERlAtlO
101
A;;~~-;'i ji;;;i t i~d
I X I CIlANGED
SEE
1__ .5,~~:...'~-lI .~
:~~'
", l~I' " .., ," II I
WIl.OUR
M
,DO
18.775,50
,00
,00
84,192,15
,00
,00
181
13,810,50
,00
1111
1121
113)
114)
I
DATE
A IT ACIlEO
01-21-91
rlOTlCE
NOTE: To Insure proper
credit to your Rccount,
submit the upper portion
of this forlll wi th your
tax PRynent.
103,561.65
13,810 ~O
89.757,15
,00
89.751,15
issued previously, 11nes l4, 15 and/or lb. 17 and 18 will
include the total of ALL returns assessed to date.
If an assessment was
reflect figures that
ASSESSMENT OF TAX:
15. Anount of line 14
16. Anount of line 14
17. Anount of Line 14
18. Principal Tax Du.
at Spousal rete
tax.bl. .t Lin..l/Cless A rat.
taxabl. .t Co11.t.r.l/Cl..s a r.t.
115)
116)
117)
TAX CREDITS:
PAVMENT
DATE
RECEIPI
NUMBER
DISCOUNT I')
INIERESI/PEN PAID 1-)
89.751,15 x,OO=
,00 X ,06=
, 00 x, I 5=
I1BI
AMDUNI PAID
, DO
,00
,00
,00
TOTAL TAX CREDIT ,O~
BIAN~T:ENii~i:A:~:P:::E -=~=--:-:~ :1t~-1
. IE PAID AEIER DAlE INDICA lED. SEE REVERSE
EOR CAlCUlAIIDN DE ADDIIIONAL INIEREST,
If lOlAl DUE IS lESS IIlAN U, -.: FA,-e,,- :1 '<:I.:I~J
IE IDIAl DUE IS RErLECIED AS A "CREDU" leRl, rOU "Ar or Ol:E
A RErUND, SEE REvrRSE SIDE or IIlIS rORM lOR IHSIIUCIl"'" I
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