HomeMy WebLinkAbout96-00764
PETITION Hm I'IWBATE lIud GRANT 0(0' LETTERS
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_..____--------------..--..--.. Ro~islor uf Wills fur the
___" ________,'",-'--.----. IJI'n'II,ll.tI. Cuullly uf _G\lml>~.1upd ill Ihe
Sodlll S,'('lIriry Nil. ....3~9-30-f!.lz.?_____ Comm'lIIwenllh of I'ellllsylvnllin
The pelitioll or Ihe ullde,siglled lespeclfully leplosellls tlml:
Your peliliullel(s). whu is/lite IN yeats of ;Ige or ol(ler nil the execut or IIDmed
ill the Insl will of Ihe nhus'e ,IrC('dOIlI, dnled __.___ Jnnunry 27 __.1922--
nml cudicil(s) dnl('d ,---
Decelldelll was dumid\cd al denlh ill ~mberlnnd _- COUllty, I'ellusylvauia, wilh
h.46-_last rnmilyor principal residellce al ~edar Cliff Drive. Camp Hill
k.Q ~\IE' R 1\ l_LE N T.lALr-~
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(Ihl ~t1('cI. Illlmhcr nnd llIullcillalily)
('laiC' U'1I:\;IIII dll:lIl11\l:tlll:L't;, ('.it. IClltIlu:i:Uhlll,llt':tth ur ('uculnr, ctc.)
Decelldent, Ihen 61 .. yellls of nge, died
al 1 Cedar Clif( Drive. Cam~~tl
Except as fulluws, decedellt did 1I0t mallY, wnsnot divOl ced nml did lIul have a child bUIll or adupled
nftcl execuliulI uf Ihe will offelcd fUI prnhnte; was IIUt Ihe victim of a killillg alld was lIever adjudicated
illcottlpetelll:
Decemlellt al dealh oWlled propelty with estimaled valnes as folluws:
(If domiciled ill I'a.) All persollnlpruperly
(If lIul domiciled ill I'a.) Personal prnperly ill I'ellllsylvallia
(If 1101 domiciled ill I'a.) l'e15ollal properly ill Cuullty
Vnlue of renl estate ill I'cnnsylvanin
situaled ns folluws:
September 6
,1996
$ 25.000.00
$
$
$
WIIEREFOllE, peliliune,(s) lespectfully Teqnest(s) the probnle uf Ihe last will and codicil(s)
plesented helewilh nmllhe gralllof lellels_.t..estnmentnry
(lcMi\lIlcl!lal)'i ndmilll\IJaliulI c.l.n.; ndmlnlstlatlun d.b.Il.c.I.n.)
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Lance T. Nelson
133 Montvnle Avenue
Woburn. MA 01801
SS 1/210-56-232\
508-562-\854
OATil OF I'EHSONAL IUWHESENTATlVE
COI\IMONWEALTII 0(0' I'ENNSYLVANIA l
COUNTY OF CUMBEIlLAND J l:lS
The pelitiunel(s) ,,1)(l\'e,rHllne,! swe:u(s) tII t1fnrm(s) thaI the slalements inlhe foreguing peliliun ale
IIn." "nd Cllnc~l lu Ihe hesl ,.r Ih~ kllllwlellge a1l<1 helief uf petitioncr(s) a1l<11Imt as persulI,,1 replesen-
\:I11I'e(:;) (If the t1hllv~ de~eden! pc:ilillllel(s) will well and trllly adminisler Ihe estate according (u law.
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Slll'r n 10 ur "mlmcd tllllt ;lIhsctihed ~.
bef",e me IIVs--..__.lOih--- _ day "f
._SEP'l'~~lll~ll__"'-......l-~ _, 19~ '"
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Nil. :.t1-IQQlr ~
Eslllle ur
Richard V. Nelson
I Deceased
DECHEE OF I)HOnATE AND GRANT OF LETTlmS
ANIJ NOW Sellt..e.mber 27 19.2fL-, in ellllsillerntion of Ihe petition on
Ihe levelse side hereof, snlisrnelOry prllllf havillll beellpresentell before lIIe,
IT IS IJECRElm Ihntlhe illsllulllent(s) IIntell .Jnnnllry 17. 19l)~
deseribelllhercin be allmillellto probate alld OIed of reeorlllls the Instwill of Richard V. Nelson
nmJ tellers TpQ.l"nmpnt'nry
ore hereby grnutelllo Lance T. Nelson
(I,' Lt L JifY}I.O ,( ~
Regl,I., ol Will. ~Lt ?
MARY C.
FEES
Probale, Letters, Ele. ......... $ 60.00
~~'l.5\lg'i\~neates(4 ) .. .. .. .... $ I ~ : 88
llellUllciUlillll ................ $
JCP $ 5.00
TOTAL_$ 80.00
Filed ....... SEP:r ...27.. ..199.6........
John M. Eakin ID #06351
ATIllltNIJY ISUll. Ct, I.U. No.)
M~,..l(l~t ~qllnT'P R,-i 1 tl i ng
AIlURIJSS
Mechanicsburg, PA 17055
717-766-3172
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LET'fERS MD ORDER '1'0 A'1'TORNEY.
lUNf."ft ~~Hl1 a1t~ IQfrzJhutt~ttt
OF
RICHARD V. NELSON
I, RICHARD V. NELSON, of Camp Hill, cumberland County,
pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this my Last
Will and Testament.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can conveniently be
done.
2.
I direct that there shall be paid out of my residuary estate
all estate, inheritance and like taxes together with any interest
or penalty thereon imposed by the Government of the United
states, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this will or otherwise.
3.
I give and bequeath the sum of TEN THOUSAND ($10,000.00)
DOLLARS to my sister, BARBARA ANN VAN DELUYSTER.
- 1 -
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4.
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, I give, devise and
bequeath in equal shares to my two children, LANCE T. NELSON and
JENNIFER NELSON, absolutely and in fee simple.
5.
In the event a specific or residuary legatee should
predecease me, his or her share shall lapse and fall into the
residue of the estate for the benefit of the surviving residuary
legatee.
6.
Lastly, I nominate, constitute and appoint my son, LANCE T.
NELSON, Executor of this my Last Will and Testament. I further
direct that no bond or other security be required of my personal
representative to guarantee faithful performance of his duties.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this 27rd day of January, 1995.
~~~ V.1(~
Richard V. Nelson
(SEAL)
signed, sealed, published and declared by the above-named
RICHARD V. NELSON as and for his Last will and Testament, in
the presence of us who have subscribed our names hereto as
witnesses, at his request, in his presence and in the presence of
each other.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMONWEALTH Of PENNSYlVAN'A
DEPARTMENT Of R(VENUE
DEPT 280601
HARRISBURG, PA 111~~ ~~I
Ol((OINT.~ NAMI nAH, fl~~I, ANO MIOOII IN,llAll
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FOR DATES OF DEATH AnER 12/31191 CHECK HIRE
IF A SPOUSAL .
POVERTY CRIDIT IS CLAIMED rJ
.' -,-_.,--,...',--- - -"--"..- - .--'----------.----
FILl NUMBER
21
COUNTY CODE
764
NUMBER
96
YEAR
OlClllIW'~ COMl'tt II ADONt~!!
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Nelson Richard V.
.~:~~t;~~'~ N~";f'-- ---n---J;~~~_:AIH- ~]OA'TOO.::-_-~
I" A"I'CAIUj ~V.~'~I"C. "ou\l S 'lA"" IIA\l 1,.\1 A'W ",'(JOII "',I'All !!OCIAL SICUIlITy tlUM8fA
1 Cedar Cliff Drive
Camp lIill, PA 17011
Co_"' CumberlanL
AMOUtH IllCll....W I~U IN~TIlUCTIOt4~J
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05,
L8,
o 2. Supplemental ReTurn
ug 1. Original Return
o 4. limited EstaTe D 40. Future Inhuest Compromise
(lor doles of dealh after 12.12.82)
US! 6. Decedent Died Testate 0 7. Decedenl Maintained a living Trusl
(Allach copy of Will) IAlIach copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
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NAME
John M. Eakin
T(L(I'HONE NUMBER
Remainder Return
(for dotes of death prior to 12.13.82)
Federal Estate Tax Return Required
Total Number of Sole Deposit Boxes
66-3172
COMPLltf MAIliNG ADCU!.!.
Market Square Building
Mechanicsburg, PA 17055
11) ________'____mu..'_'_,_
121 _$__,_ 389_.80 _~___~___
I J) __________u
14) __,_un .,._ .._____ _on
15)~~~_._~____n___
16) ___m________ ___
17) _~~__~_,__
( 9) _L 9, 14}-'J-"--__ ____
liD} ___120.110_____
18) $19,831.84
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I. Real Estate (Schedule A)
2. Slack. and Bond. ISchedule BI
3. Clo,ely Held Stock/Partnership Intere~t (Schedule C)
4. Morlgoges and Notes Receivable (Schedule 01
5. Cosh, Bonk Deposits & Miscellaneous Personal Properly
ISchedule EI
6. Jointly Owned Properly (Schedule F)
7. Tronlle" (Schedule GI15chedule LI
B. Total Gron Aneh Itotol Lines 1.71
9. Funeral Expenses, Administrolive CO'h, Miscellaneous
Expenses (Schedule H)
10. Debts, Mortgage liabilities, liens (Schedule I)
11. Total Deductions Ilotal Lines 9 & 10)
12. Net Value of Estate (line B minus line 111
13. Charitable and Governmental Bequests ISchedule JI
14. Net Value Subjeel to Tax (Line 12 minus line 13)
15. Spousal Transfers (for dotes of deolh after 6.30.941
See Instructions for Ar,plicable Percentage on Reverse
Side. (Include values rom Schedule K or Schedu'~ M.I
16. Amount of Line 14 taxable 01 6% role
(Include values from Schedule K or Schedule M.I
17. Amounl of line 14 taxable at 15% rote
(Include values from Schedule K or Schedule M.I
18. Principal tax due (Add tax from lines IS, 16 and 17.)
19. Credih Spousal Poverty Credit Prior Paymenh
+
(II) 10,663.54
(121 ----9..168..30
(lJI
(141 Jl ,..lii 8..3 0
(IS) __nO __,,__,___._,__',__.=
lib) _~__, __,__._,__.....____.. ,Db =
(171 J2.'~~8:30___~___. ,15 = $1,375.25
1181
Discount
+ -----..-- -
Inleres'
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20. If line 19 is greater than line 18, enler the difference on line 20. This is the OVERPAYMENT.
DO
(19)
(20)
,---30.52--
. Check here iI you are requesting a refund 01 your overpayment.
121) 1,405.77
(21AI
(21BI $1,405.77
21. If line 18 is greater than line 19, enter the difference on line 21. This is the TAX DUE.
A. Enter Ihe interest on the balance due on line 21A.
B. Enler the totol of line 21 and 21A on line 218. This is the BAlA~CE DUE.
Make Check Pavabl. to: Raglller of Will., Ag.nt
r. ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -C:-C:
!-Inder penalties of perjury, I declare that I hove oxomined Ihis return, including accompanying schedules and sTatements. ond to the bes' of my ~naw'edge and beliel,
II is Irue, correel ond complete. I declare that 011 real eUaTe has been reported 01 true market value. Declaration of preparer other than Ihe pe",onol representative is
bale on all inlormotion of which preporer has any knowledge.
IG A'U.EO~.,u!.oN.npoNsllmfORflllNGlllTUIlN ACOIlES!! -_._-~-----_._~ OAI(./ f
133 Montvale Ave., Woburn, MA ~_';'LCt 7
Aoom, ,_,_.on_..~___~ OA','.,. '0,1 ;U;7 on
M{1rke_Uql!.a.re Building,-,'!~"'I1_anicsbu!:g ._,R,-L!.r05~ ~ &"'JILl _
... -. ,_...... - . , - .
Act #48 of 1994 provides for the reduction of the tax rates Imposed on the net value of transfers to or for
the use of the .pou.e. The rate. as pre.crlbed by the statute will be:
· 3% (.03) will be oppl/cablll for IIstate. of decedents dying on or after 7/1/94 and before 111/96
· 2% (.02) will be oppl/cable for estates of decedents dying on or after 111/96 and before 111/97
· 1% (.01) will be oppl/coble for estates of decedents dying on or after 111/97 and before 111/98
· Spousal tron.fers occurring on or after 1/1/98 will be exempt from Inheritance tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
o. retain the use or income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or its income, ...............
c. retain a reversionary Interest; or ...................................................................................
d. receive the promise for life of either payments, benefits or corei .......................................
2. If death occurred on or before December 12, 1982, did decedent within two yeors preceding
death transfer property without rllcelving adequate considerationi If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration' ..... ........................ .............. ....... ............................. ......... ...........
3. Did d8cedent own an 'in trust for' bank account at his or her deathL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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COMMONW[AlIH Of PfNN$YlVANIA
INHUlIIANeE TAIUIURN
Rf $IDWT DECEDENT
SCHEDULE B
STOCKS AND BONDS
I
FILE NUMBER
ESTATE OF
Richard V. Nelson
21 - 96 - 764
IAII proporty lolnlly.ownod with RighI of Survivorship mUll b. dllClolld on Schodulo F.)
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
I. U. S. Series E Bonds:
Issued Date Denomination Value
7/87 $100.00 $ 87.04
3/88 50.00 40.92
5/88 50.00 40.12
7/88 50.00 40.12
5/89 50.00 37.82
7/89 50.00 37.82
10/89 50.00 36.72
12/90 50.00 34.62
2/91 50.00 34.62
$ 389.80
TOTAL (AlIa ontor on lino 2, Roco itulotion)
(II mora space is n..d.d, insert additional shilts or sam. size.'
s
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.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWfAlTH Of P[NU!lYl......Ut...
INtURI''''UCf T...l R(fURU
R[!lIPlNT DECIDWT
ESTATE OF
Richard V. Nelson
Pleas. Print or Typo
,- J:{NUMBER,_nn_p
21 - 96 - 764
.._u_____
ITEM
NUM8ER
DESCRIPTION
1.
A. Funoral Exp.ns..:
Myers Harner Funeral 1I0me, Camp lIi11
lIeritage Funeral 1I0me, Milwaukee. Wisc.
1.
B. Administrative Costs:
210
- 56
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Personal Representative Commissions
Social Security Number of Personal Repra,entative: .
Year Commi..ion, paid _19.9}
- 2321
Allarney Fee,
Family E.emptian
Claimant
Addre.. of Claimant 01 decedent', death
Slreet Addre..
City
Relotion,hip
State
Zip Code
Probate Fee,
Miscellaneous Expen..s:
Filing Fee
$15.00
Reserved to close estate
50.00
TOTAL (AI,o enter on line 9, Recapitulation)
(II more spoc. Is no.dod, Ins.rt additional sheets of some slz..)
AMOUNT
$1,245.00
6,853.14
1 , 000.00
700.00
80.00
65.00
59,943.14
ml""" '"'' '*'
COMMONWIAlIH 0' 'INNU'''''NI''
IHHUlIANCI I,... _nUIN
InlOINI DICIDI"I
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.a.. Print ar Typ.
FILE NUMBER
21 96 764
ESTATE OF
Richard V. Nelson
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Somerset Savings Bank Checks Charge
$
12.20
2.
West Shore School District 1996 School-Personal Tax
177 .10
3.
State of Pennsylvania Tax (Income Tax)
5.00
4. Checks written on Dauphin Deposit Account 0063379031 which
cleared after date of death:
Check 2128
2122
2124
$ 49.00
112.52
364.58
526.10
TOTAL (Also enler on line 10, Recapitulation)
"f more space is needed, insert additional sheefs 01 same size.'
$ 720.40
"
FRAMINGHAM AUTO CITY
Framlngham Auto Wholesale Inc.
154 Waverly Street
Frnmlngham. MA 01701
(608) 879-4222
f !(!f(
~ (j/&.... 'd ~ a.~"-"
a~~J t~ 6 l:-\.. /9$1 j;rt()
1/ ut/ IF ~(/ f16 XJ'I-/ 1< 16702 ') ;V?
,
Tf,M..jlo
..f .30e?
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0s~~v-~ ~
2, Uncirculated Prnuf pnd Mint SollnfonnaUon
ygJU DeGcrllltloll QuanUlv ~nt value
19685 Uncirculalllll Mint Set 1 $3,50
1908d Uncirculated Mini Set 1 $3.50
1970s Uncirculated Mini Set 1 $11.00
1070<1 Uncirculated MinI SOl 1 $11.00
1971s Uncirculated Mint Set 1 $3.00
19'1ld Uncirculated Mint Set 1 $3.00
19ns Uncirculated Mint Sot 1 S3.00
19nd Uncirculated Mint Set 1 $3.00
1986p Unclrculeted Mint Set 1 $4.00
1905d Uncirculated Mint Set 1 $4.00
1006d Uncirculated Mint Set 1 $1200
1986p Uncirculated MinI Set 1 $12.00
1981p Uncirculated Mint Set 1 S6.00
1007cl Uncirculated MinI Set 1 $5.00
1988p Uncirculated MinI Set 1 $3.50
19BBd Uncirculated Mint Set 1 $3.50
1990p Uncirculated Mint Set 1 $4.50
1990d Unclrculatod Mint Set 1 $4.50
1992p Uncirculated MinI Set 1 $12.50
1992d Uncirculated MinI Set 1 $12.50
1974s Uncirculated Proof Sel 1 S6.00
1975s Uncirculated Proof Sel 1 $6.75
19765 Uncirculated Proof Set 1 $7.00
1985s Uncirculated PrOD! Set 1 $6.00
19S5s Uncirculated Proof Set 1 S6.00
1992s Uncirculated Proof Set 1 $21.00
1993s Uncirculated Proof Set 1 $21.00
18B4 Unclrculaled Sliver Dollar 1 $15.00
AU.50
1972s Uncirculated Eisenhower $4.00
Silver Dollar
Total Value $218.75
.
11i\~u.lt ~llIiIL HnO IQf~stcun~ttt
OF
RICHARD V. NELSON
I, RICHARD V. NELSON, of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this my Last
Will and Testament.
1.
I direct the payment of all my just debts and funeral
/.
expenses as soon after my decease as the same can conveniently be
done.
2.
I direct that there shall be paid out of my residuary estate
all estate, inheritance and like taxes together with any interest
or penalty thereon imposed by the Government of the United
States, or any state or territory thereof, or by any foreign
government or political sUbdivision thereof, in respect to all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this will or otherwise.
3.
I give and bequeath the sum of TEN THOUSAND ($10,000.00)
DOLLARS to my sister, BARBARA ANN VAN DELUYSTER.
- 1 -
. .'. ,.
COMMONWEAlHt OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT 2B0601
HARRISBURG, PA 17128.0601
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.AA 242246
AEV.1162 EX 111.961
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
JOHN M EAKIN ESQUIRE
11i,
"', 40C; 77
MARKET SQUARE BUILDING
MECHANICSBURG. PA 17055
FOCO HERE
ESTATE INFORMATION:
FilE NUMBER
Fcx.nHEAE -
NAME OF DECEDENT ILAST!
LSDN RICHARD V
DATE OF PAYMENT
q II? / I qq7
POSTMARK DATE
0/00/0000
COUNTY
IFIRST)
IMII
DATE OF DEATH
TOTAL AMOUNT PAID
"'1,405.77
REMARKS LANCE NELSON
JOHN MEAKIN
SEAi!=HECKII 105
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C/O
ESQUIRE
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RECEIVED BY //If.J,./< .j .J/./
MARY C. LE 15,':1 if" ',(!/.J-Y.'-
REGISTER F WILLS / ./., / /'
;~;-'j;', :-~.:.: :>F \',:!LLS
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BUREAU Dr INDIVIDUAL TAkES
IfollllPIUIolCL TAll. DI\l1510'"
PlPt. ,'lObOI
tiAIUUSBU"C, PI IIUI-O.OI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~tr~~,
(....
NOllCE or INIIERITANCE lAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
or DEOUCTIONS AND ASSESSHENT OF lAX
I"'lh' I_ In III,fll
JOHN MEAKIN
MARKET SQ BLDG
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-22-97
NEL SON
09-06-96
21 96-0764
CUMBERLAND
101
V
RICHARD
Anount Ra..l Had
PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-E'y:is4TEX-"FP--[o'F97Y"iioYicE--ciFuitiHEiiifANCE-YAX-jiPPiiiiisEitE'iii'-,--ALl.-ciwANcE-ijli-m---m----m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NELSON RICHARD V FILE NO. 21 96-0764 ACN 101 DATE 12-22-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estat. (Schedula A)
2. Stocks and Bonds (Schadule B)
3. Closaly Hald Stock/Partnarship tnt.rast CSchedule C)
4, Hortgagas/Hote. Recaivabl. CSchadula 0)
5. Cash/Bank Daposits/Hisc. Personal Prop arty (Schadula E)
6, Jointly Ownad Proparty (Schadula F)
7. Transfars (Schedule G)
8. Total Assats
I CHANGED
NOTE: To insure propar
credit to your account,
subait the upper portion
of this forn with your
tax paynant.
.00
389.80
.00
.00
19.442.04
.00
.00
181
111
121
131
(41
151
161
(7)
19,831.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral [xpensas/Ad.. Costs/Hi.c. Expansas (Schadule H)
10. Oobts/Hortgogo liabllltles/llans ISchadule II
11. Tot.l Daductions
l2. H.t Valua of Tax R.turn
13. Charitable/Governnental Uaque.tsl Non-alect.d 9113 Trust.
14. Hat Value of Estat. Subject to Tax
191
1101
9,943.14
720.40
1111
1121
1131
1141
10.663 ;4
9,168.30
.00
9,168.30
(Schadule J)
If an assessment was issued previously, lines 14, 15 andlar 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lina 14 at Spousal rata (15)
16. Anount of Lina 14 taxable .t lin.al/Class A rat. (16)
17. ."ount of line 14 taxabla .t Collataral/Clasl 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
OATE
09-17-97
NOTE:
.00 X .00_
.00 X .06_
9,168.30 X .15.
1181
.00
.00
1.375.25
1,375.25
RECEIPT
NUNBER
DISCOUNT 1'1
INTEREST/PEN PAlO I-I
30.52-
1.405.77
AHOUNT PAID
AA242246
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-18-97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1.375.25
.00
4.47
4.47
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TDTAl DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED.
IF TDTAl DUE IS REflECTED AS A "CREDIT" ICRI, YOU HAY BE OUE
A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
AESERYATION: E.t.t.. of d.c.d.nt. dylnQ on or b.for. Dece.ber IZ, 198Z -- If .ny future Int.r..t In the .It.t. I. trans'.rr.d
In pOI....lon or .nJoy..nt to CI... B (collat.ral) b.n.'lcl.rl.. of the d.ced.nt a,t.r the .~plratlon of any ..tat. for
llf. or for y..r., the Co..onw..lth h.r.by .~pr.ssly re..rv.. the right to .ppral.. and a.s... tran.f.r I~rltenc. T....
.t the I.wful CI... B (collateral) r.t. on any .uch future Int.r..t,
PURPOSE OF
NOTICE:
PAV"ENT:
AEFUNO (CAlr
OBJECTIONS:
ADMIN
JSTAATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To ful,lll the r.qulr...nt. 0' S.ctlon ZI'O 0' the Inh.rltanc. and E.tat. T.. Act, Act Zl of 1995. (7Z P.S,
S.ctlon 91'0).
D.tach the top portion 0' thl. Notlc. .nd .ubllt with your p.y..nt to the R.glstlr of Will. prlnt.d on the r.v.r.. .Id..
--"ak. ch.ck or lon.y ord.r payable to: REGISTER Of MILLS, AGENT
A t.'und of a t.x cr.dlt, which wa. not r.qu..t.d on the Tax A.turn, .ay b. requ..t.d by co.pl.tlng an -Appllc.tlon
'or R,'und 0' P.nn.ylvanl. Inh.rltance and E.t.t. Tax8 (REY-13131. Application. ar. av.llable at the O"lc.
0' the R.gI.t.r 0' will., any of the Z3 Revenu. District Offlc.., or by c.lllng the sp.clal Z4-hour
an.w.rlng ..rvlc. nu.b.r. 'or 'or.. ord.rlng: In penn.ylvanla 1-800-36Z-Z050, out.ld. P.nnsylvanla and
within local H.rrl'burg ar.a C7171 787-8094, TOOl (117) 77Z-ZZ5Z CH.atlng I.palr.d Onlyl.
Any p.rty In Int.r..t not .atl.'I.d with the .ppr.I....nt, .llowanc. or dls.llowanc. of d.ductlons, or ........nt
of t.x Clncludlng dl.count Dr Int.r..t) .. .hown on thl. Notice aust obJ.ct within .Ixty C6D) day. 0' r.c.lpt of
thh Notice byr
--written prot..t to the PA D.part..nt 0' R.venu., Board of App.al., aept. ZIIOlI, Harrisburg, PA
--.I.ctlon to h.v. the ..tt.r d.t.r.ln.d at audit 0' the account 0' the p.r.on.1 rapr...nt.tlv.,
--app.al to the Orphan'- Court.
17128-1021,
DR
DR
Factual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In wrltlnQ to: PA a.p.rt..nt of R.v.nu.,
Bur.au 0' Indlvldu.1 T...., ATTN: Post A.......nt A.vl.w Unit, aept, 280601, H.rrlsburg, PA 171Z8-0601
Phon. Cl11) 187-6505. S.. page 5 of the bookl.t 8In.tructlon. 'or Inh.rlt.nc. T.x A.turn 'Dr. A.sld.nt
Dec.d.nt8 CREV-1501) for an explan.tlon 0' adalnl.tratlv.lv corr.ctabl. .rrors.
If any t.x due I. paid within three (3) c.l.ndar .onth. a,ter the ~:;.dent.. de.th, a 'Iv. p.rc.nt (5~) dl.count 0'
the tax paid I. allow.d,
Tn. 15~ t.x aan..ty non-participation p.nalty I. cOlputld on the total of the t.x and Int.r..t .......d, and not
paid b.'or. J.nu.ry 18, 1996, the 'Irst day a,tlr the end of the tlX .an..ty p.rlod. Thl. non-plrtlclp.tlon
penllty I. app..labl. In the .... ..nn.r and In the the .... tl.. p.rlod .. you would app..1 the t.. and Int.r..t
that h.. b..n .......d .. Indlc.ted on thl. notlc.,
Inter..t I. ch.rg.d beginning with flr.t day 0' d.llnquency, or nln. (9) .onth. and on. (I) day fro. the d.t. 0'
d.ath, to the data of p.y..nt. Ta... which b.c... d.llnquent bI'or. January 1, 198Z b.ar Int.r..t at the rat. of
.Ix C6Z1 p.rc.nt p.t annul calculated at a dally rat. of .000164. All ta... which b.ca.. d.llnqu.nt on and aft.r
Janu.ry 1, 198Z will b.ar Int.r..t .t . rat. which will vary fro. cal.nd.r y..r to calendar y.ar with that rat.
announc.d by the PA D.part..nt of A.venu.. Th. appllcabl. Int.r..t r.t.. for 1982 through 1991 .r.:
'!!!! lntere.t R.te Dally Int.rnt Factor !!!! Int.r.st A",t. Dally Int.r..t Factor
1982 20Z .000548 1987 'X .000241
1911 16Z .00UlI 1911-1991 lU .000101
1984 llZ .000301 1992 'X .000Z47
1985 13~ .00n56 1993-1994 7X .000192
1986 1D~ .000l74 1995-1991 'X .000l47
ulntere.t II celculat.d as 'ollowll
INTEREST . B^L^NCE or TAX UNPAID X NunBER or DAYS DELINQUENT X D^ILY INTEREST r^CTOR
..Any Notlc. i..u.d aft.r the taM b.co... d.llnqu.nt will reflect an Int.r..t calculation to 'I,t..n (15) day.
b.yond the dat. of the as......nt, If pay..nt I_ .ad. aft.r the Int.r..t co.putatlon data shown on the
Notlc., addltlon.1 Int.r.st .u.t be calculat.d.
.
JRDIJune 30, 1992117858
REGISfER 011 WILLS
Cumberland County Courthouse
One Courlhouse Square
Carlisle, PA 17013
NOTICE pURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: .lOON M. r-:r.KTN. F.SO..
RE: Estate or HIC.'HAIID V. Nr':rsoN
LOWRH t.LLFN 'lWP
Estate No.: 2101996-0764
Date or Decedent's Death: 9-6096
, Deceased, Late or
Pursuant to Rule 6.12, the above named personal representative or the above named allorney, if
applieable, within two (2) years of the 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 allorney, as
applicable, reasonably believes administration will be completed. TIle purpose of this Notice is to advise
you that uoless the requisite Status Report is filed with the Register of Wills or CleTk 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 whether sanctions should be imposed upon the
delinquent pelSonal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 1109098 , t9 _' you are hereby
advised that a request will be sub milled to the Court in accordance with Rule 6.12.
10-22.98
Date:
Distribution to Estate File