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PETITION "'OR GRANT OF LETTERS OF AI>MINISTRATION
I~'tal~ oj BRIAN MITCI1EL CURTIS
a/"o k"oll''' a"
Nil, ,_~1-9 ~~1~o
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Register Ill' Wills for the
Cllunty of Cumberland in the
CommllnweOlhh of l'ennsylv.miOl
Socia/ S~(,lIr;l)' No, 175-48-2910
The petition of Ihe undersigned respectfully represems thm:
Your petitioner(s), who is,llillc 18 yeOlrs of OIge or older, applies
for lellers of OIdminislralion
on the eslate of
(d.h.n.: JlCndellte lite; durante nl"clIlia; durante lIlillllfilillC)
the above decedent,
Deeendenl was domiciled at deOlth in Cumberland -r=J Connly, l'ennIYlvOl)1ia....with
h is lasl family or principOlI residence OIl 305 South Wash~ngton St. MechanlcsDur~, PA
(li~1 !Ilfl,.'CI, number and rnunidpalit)')
Deeendent, then 35 yeOlrs of OIge, died Se,:>tember 14
OIt 305 South Washin~ton Street, Mechanicsburg, PA
,19%
Deeendent OIt deOlth owned property with eslinmled \'OIlues OIS folllows:
(If domieiled in POI.) All personOlI property
(If not domiciled in I'a,) Person 011 property in Pennsylvania
(If not domiciled in I'a.) PersonOl' property in Coumy
Value of real estate in Pennsylvania
situated as follows:
305 South Washington Street, Mechanicsburg, PA
S 16,000.00
S
S
S 65,000.00
Petitioner_ afler a proper search ha.-2- ascertained IhOlt decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
DONALD G. CURTIS
(Biologic~l mother - decease
FATHER
20 Cedar Hill Kd. uover ~A 17315
THEREFORE, petitioner(,) respeelfnlly reque't(') Ihe grant of Iellers of administralion in Ihe
appropriate form 10 Ihe undersigned,
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OATH OF IJERSONAL REPRESENTATIVE
COMMONWEALTH OFIJENNSYLVANIA
COUNTY 01<' CUMDERLAND
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The petitioner(s) above-named swear(s) or affirm(s) that the
statements in the foregoing petition are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
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No.
21-96-780
Estate of
BRIAN MITCHEL CURTIS
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW SEPTEMBER 30, 19~. in consideration of the petition on
the reverse side hereof, satisfactory proof bavil}g b<:.m.ll1'f~ented before me,
IT IS DECREED that DONALD u. CURT 5 --
is/are entitled to Lelters of Administration, and in accord with such finding. Leiter, of Administration
arc hereby gran led to
DONALD G. CURTIS
in the estate of I:lRIAN Ml'l1.:Ht;L CUKrl::'
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/, " 'z.. e L .tiN..> ~/}J 1)#1(< -Q.
c. Rcgblcr of Will. MARY c::-LE.WIS If J- tJ
FEES
Lelters of Administration ,..,. S~:.OQ
Short Certificates( 4) ",.."". S 12.00
Renunciation ..,..",..',.... S
~ TOTAL ___ i 21f~
Filed ,,!?~!':l:I\l':IJ?P,~ )9"", I\,D. 19..2.L-
Diane G. Radcliff
32112
A nORNEY (Sup. C\. I.D, No.)
3448 Trind1e Road, Camp Hill, PA 17011
ADDRESS
(717) 737-0100
PIlONE
MAILED LlITl'ERS /\NO ORDER TO ATTORNEY ON 10/1/96
HI~ll1mv 1M
tH( rOl'l1t~,~
C(ATIIIC...." I}\.',
WARNING: IT IS IllEGAL TO ALTER nlls COpy on
TO DUPLICATE OY PHOTOSTAT OR PIWTOGflAPH.
COMMONWF.AlHIOJ pnmSVLVANIA
OlPAIHM[NT or ttEAUIt Vlu'l n[COHOS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO, 3060061
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Name of Decedent ___,-___\L..Jr_LCc; L _. '. ... .'--../ILL. ._..__________LLI.L'J,{, ,
sccl10J.r:___social S~'~uflty Nojt.!J.~-:: ;/2.::~)1.2.12._Date of/Deal~}leptJ.-i-J9e.'-
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Placeof Dea~t\5t2l;(~~)~/71~'.;' ,~I.. t!,Yi." '. - W) -~.~J,~Y.~:':;hLi~ PennsvJvania
RacelflJ:u_te......__occupallo _J.r:.L(c..k~rl v~e.I.:.__Armed Forces? (Yes-m No) J~
Q , ) Decedent's ", /(;1, f') ,,/'., S.t. ' / I . J J~
Marital Stat.us 0.tjtJe_)MaiI17~ AddreSS'-.2~1..?,~.I.IAc.:i..'" (J~.,.i""L ". -.../.j1e.S~{'}.!'-!/.$.bUI:Jt..,p0-
Informant .JLa;.c~LJ.. _l.!.ul:L,s.J._. Funeral Dllcctor _-~.Aa,...C-'AJ. ~,-.j2Ul~~
Name and Address of /J . 1/""... ..',7 .' ~ ~J/ , '-''''~
Funeral Establishmen. _&l&.-Ui.-.u=.iL'Z"cJl,JIJ~_,_l.J_~)l,.2I..Z . u,. f?.../;/":;...:J y
: In rva Between
ParI!: Immediate C~ ___ : nset and Death
(a) .fl.c-'If.L!J-JLLv..c.u-l:.1.c&L~jL_-' ~.
(b) ._. ,.__________ .....__,....._____._,_._,
(c)
(d)
Part II: Other Significant Conditions
Manner of Death:
Describe how Injury occurred:
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Could not be Determined 0 1;'
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Name and Title of Certifier Jt' (d.-C--.. . Lcui, -- -,_A r.;"J.Ju4j. L '1~-lc.-'
, / , /i----;-' . ) j J .' Jc: (M,D., D,O" Coroner4 M,E,)
Address_'Lc20 - ~f.?d.Ll(,dl" ;~-'-.-lcr-!./!,_~~&~.. :'<'.. / 7?'0 ~6
This is to certify that ~ information here given is correctly coZ an original certificate of
death duly filed with me as Local Registrar. The original certificate will be forwarded to the State
Vital Records Office for permanent filing. ~~_I ~II ~ '/-/.'-
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~IFICATE OF NOTICE UNDER RULE 5.6(0)
Date of Death:
BRIAN MITCHEL CURTIS
SEPTEMBER 14, 1996
Name of Decedent:
Will No, 1996.00780
Admin. No, 2196-0780
To the Register:
I certify that notice of the 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 October 11, 1996.
Donald G. CurtIs
ADDRESS
20 Cedar Hili Road
Dover, PA 17315
~AME
Notice has now been given to ail persons entitled thereto under Rule 5.6(a) except:
N/A
DATE: 1/~7 t{--
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ESTATE NUMBER:
21-96-0780
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT
AND
PROPOSED DISTRIBUTION OF
DONALD G. CURTIS, ADMINISTRATOR C.T.A
OF THE ESTATE OF
BRIAN MITCHEL CURTIS
LATE OF THE BOROUGH OF MECHANICSBURG
CUMBERLAND COUNTY, PA, Deceased
DATE OF DEATH:
september 14, 1996
LETTERS GRANTED:
september 30, 1996
DATE LETTERS ADVERTISED:
October 25, 1996
November 1, 1996
November 8, 1996
October 16, 1996
october 23, 1996
October 30, 1996
cumberland Law Journal
The Sentinel
ACCOUNT FROM:
TO:
september 30, 1996
July 23, 1998
DONALD G. CURTIS Administrator, C.T.A. offers this account to
acquaint interested parties with the transactions that have
occurred during his administration. The Administrator is also
seeking court confirmation of his accounting and proposed
distribution of the estate.
It is important that the account be carefully examined. Requests
for additional information or questions or objections can be
discussed with:
DIANE G. RADCLIFF, ESQUIRE
3448 TRINDLE ROAD
CAMP HILL, PA 17011
(717) 737-0100
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PRINCIPAL DISB~EMEN~S
DE~CRIPTI0M
~MOllNT.
$ 217.00
60.00
59.50
6,100.00
600.00
550.00
1,000.00
1,285.00
10.00
99.00
234.00
134.00
$10,348.50
OAIE
Register of Wills
probate
09130/96
11/21/96
Advertisement
Cumberland Law Journal
The sentinel
Beaver Ulrich Funeral Home
12/16/96
12/16/96
02/05/97
02/11/97
03/30/97
04/15/98
Emanuel cemetery
Bruce Berkley
Gingrich Memorials
Gingrich Memorials
Register of Wills
Inheritance Tax Return
Filing Fee
First & Final Account
Bank service fees
Income Tax preparation Fee
TO~AL DISBURSEMEN'rS
-------------------------------------------------------
$17,263.74
TO~AL PRINCIPAL RECEIP~S
10.348.50
TOTAL PRINCIPAL DISB~EMEN'rS
$ 6,915.24
PRINCIPAL ON HAND FOR DIS~RIBUTION
-------------------------------------------------------
INCOME RECEIPTS
DATE OF RECEIPT
DESCRIPTION
AMOUNT
N/A
NONE
N/A
INCOME DISBURSEMENTS
N/A
NONE
N/A
-0-
TOTAL INCOME RECEIPTS
-0-
TOTAL INCOME DISBURSEMENTS
INCOME ON HAND FOR DISTRIBUTION
-0-
-------------------------------------------------------
RECAPI'rULATION
PRINCIPAL ON HAND FOR DISTRIBUTION
$ 6,915.14
INCOME ON HAND FOR DISTRIBUTION
-0-
TOTAL FUNDS AVAILABLE FOR
DISTRIBUTION
$ 6,915.14
-------------------------------------------------------
OUTSTANDING DEBTS
OF DECEDENT
~dministration Costs
Donald G. Curtis - Executor Fee
Diane G. Radcliff - Atty Fee
$ 965.46
1,500.00
Madeline Curtis - Mobile home
repairs
2.530.64
TOTAL ADMINISTRATIVE COSTS
$ 4,996.10
Miscellaneous Debts
PNC BANK
Repossessed Vehicle Deficit
Consolidated Collection Service
United Water
Credit Management, Inc.
Suburban Cable
Bell Atlantic
CMS A/R Services
PP&L
Susquehanna Oil
Erie Insurance
Penn Credit Corp.
Holy Spirit Hospital
Robert E. Stern, Esquire
Bon Ton
Dauphin Deposit
Loan
Capital One
Mastercard
Mid Penn Bank
VISA
Greenwood Trust
Discover card
Dauphin Deposit
Department of Transportation
Ronald Klair, District Magistrate
TOTAL MISCELLANEOUS DEBTS
$ 3,364.20
114.71
14.66
172.03
251. 21
140.80
137.00
102.53
90.00
198.47
1,082.06
2,177.36
46.62
175.19
40.00
91. 00
S 8.197.84
TOTAL OUTSTANDING DEBTS OF DECEDENT
$13,193.94
..--. "- --........-
PROPOSED DISTRIBUTION TO CREDITORS
Distribution of Insolvent Estate
Pursuant to the Decedents, Estates
and Fiduciaries Code
20 Pa.C.S.A. 3392
I. PRINCIPAL RECEIPTS
DAI.E.
DESCRIPTION
AMOUNT
12/2/96
305 S. Washington Street
Mechanicsburg, Pennsylvania
$ 7,500.23
(See attached Settlement Sheet)
12/4/96
PNC Mortgage Corp.
Escrow refund
$
61.50
12/15/96
Dauphin Deposit - checking
account balance
$
71.14
1/25/97
Steven Curtis - purchase of
1979 Harley Davidson Superglide
Motorcycle
$ 6,127.00
215/97
2118/97
6/5/97
11/7/97
VISA credit card refund
$
17 .23
Penske Pension Distribution
$ 2,181. 64
IRS Refund
$
505.00
Marshfield Mobile Home
Note: The mobile home was sold
on an Installment Agreement of
Sale on November 7, 1997 for
$2,400.00. Payments received
to date from purchasers total
$800.00. The purchasers have
defaulted on the Agreement and
a balance is owed in the amount
of $1600.00. The cost to litigate
will be in excess of $1600.00 and
the Executor has elected not to
pursue collection, If, however,
litigation is initiated and the
funds due and owing are collected,
then the funds will be distributed
to the creditors on a pro-rata
basis,
$
800.00
TOTAL PRINCIPAL RECEIPTS
$17,263.74
II. PRINCIPAL DISBURSEMENTS
llAIE DESCRIPTION
09/30/96 Register of Wills
Probate
11/21/96 Advertisement
Cumberland Law Journal
The Sentinel
12/16/96 Beaver Ulrich Funeral Home
12/16/96 Emanuel Cemetery
02/05/97 Bruce Berkley
02/11/97 Gingrich Memorials
03/30/97 Gingrich Memorials
04/15/98 Register of Wills
Inheritance Tax Return
Filing Fee
First & Final Account
Bank service fees
Income Tax Preparation Fee
TOTAL DISBURSEMENTS
TOTAL PRINCIPAL RECEIPTS
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL ON HAND FOR DISTRIBUTION
AMOUNT
$ 217.00
60.00
59.50
6,100.00
600.00
550.00
1,000.00
1,285.00
10.00
99.00
234.00
134 .00
$10,348.50
$17,263.74
10.348,50
$ 6,915.24
".
INCOME RECEIPTS
DATE OF RECEIPT
DESCRIPTION
AMOUNT
N/A
NONE
N/A
INCOME DISBURSEMENTS
N/A
NONE
N/A
-0-
TOTAL INCOME RECEIPTS
-0-
TOTAL INCOME DISBURSEMENTS
-0-
INCOME ON HAND FOR DISTRIBUTION
-------------------------------------------------------
RECAPITULATION
PRINCIPAL ON HAND FOR DISTRIBUTION
$ 6,915.14
INCOME ON HAND FOR DISTRIBUTION
TOTAL FUNDS AVAILABLE FOR
DISTRIBUTION
$ 6,915.14
-------------------------------------------------------
-0-
III. PROPOSED DISTRIBUTION
CASH ON HAND FOR DISTRIBUTION
A. PROPOSED PRIORITY DISTRIBUTION:
1. ADMINISTRATIVE EXPENSES:
Executor's Fee
Donald G. Curtis
Attorney's Fee
Diane G. Radcliff
Reimbursement for costs
Diane G. Radcliff
Repairs/Maintenance of
Mobile Home
Madeline curtis
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TOTAL PRIORITY DISTRIBUTION
AVAILABLE FUNDS FOR DISTRIBUTION
TO NON-PRIORITY CREDITORS WITH
ALLOWABLE CLAIMS:
B. PROPOSED DISTRIBUTION TO NON-
PRIORITY CREDITORS HOLDING
ALLOWABLE CLAIMS:
Creditor
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PNC Bank
Consolidated Collection
credit Management
Bell Atlantic
CMS A/R Services
Susquehanna oil
Erie Insurance
Penn Credit Corp.
Robert E. Stern, Esq.
Dauphin Deposit
Capital One Mastercard
Mid Penn Bank VISA
Greenwood Trust
Dauphin Deposit
Department of Transp.
Ronald Klair
,
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,
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TOTAL NON-PRIORITY
DISTRIBUTION:
Amount
owed
3,364.20
114.71
14.66
172.03
251. 21
140.80
137.00
102.53
90.00
198.47
1,082.06
2,177.36
46.62
175.19
40.00
91. 00
$6,915.24
$ 965.46
1,500.00
445.50
2.530.64
$5.441. 60
$1,473.54
Percent
Allowed
Amount to
be paid
.1797473
.1797473
.1797473
.1797473
.1797473
.1797473
,1797473
.1797473
.1797473
.1797473
.1797473
.1797473
.1797473
.1797473
.1797473
.1797473
$ 604.72
20.63
2.65
30.93
45.16
25.32
24.64
18.44
16.19
35.68
194.50
391.37
8.38
31. 49
7.18
16.36
$1,473.64
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December 2, 1996
Secured Land Transfers, Inc.
3900 Market Street
Camp Hill, PA, 17011
RE: Property Address: 305 South Washington Street
Mechanicsburg BOrough
Cumberland County, pennsylvania
Donald G, Curtis, Administrator of the Estate
of Brian M. curtis
To Whom It May Concern:
I, Donald G. Curtis, Administrnt01:, hereby authorize Secured
Land Transfers, Inc, to split the proceecln on the above rel:erenced
as follows:
$2,300,00 to Robin M. Fettro-('o...~ut"I:.,h~ ot mobilt..hom.L
7,500.23 to Donald G, Curtis, Administrator of the
Estate of orian M. Cur.tis
$9.900.23 Total proceeds.
~~,
Donald G, Curtis, Administrator
of the Estate of Brian M.
Curtis
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Chk*129599 T*121692
SECURED LAND TRANSFERS, INC.
CHECK
129599
... ;;'M'" ;.:';.
Item
Oeser! pti on
Amount
. Date '" .,;payee ...,.'.. ,"
12/02/96
Donald e. Curtis
Administrator of the
Estate of Brian M. Curtis
TOTAL
$7,500.23
61)3
Net to Seller
$7,500.23
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IN RE: ESTATE OF
.'
BRIAN CURTIS
NO.~
Claim.
Fee: $$-:00
Attorney:
Name DIANE RADCLIFF
Address 3448 TRINDLE ROAD
city CAMP HILL. PA 17011
Phone 717-737-0100
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT
IN RE: ESTATE
OF NO. J. 1- q ID. 7 Y6
BRIAN M. CURTIS
(Deceased)
CLAIM
. 1
.
I
To the Clerk of orphans' Court Division:
Index and make proper entry in your official records of the claim
of PNC BANK, Western Loan center, 2730 Liberty Ave., pittsburgh,
pennsylvania 15222.
In the amount of $3,364.20 against the estate of the above named
decedent. This claim is filed under section 3532 (b) (2) of the
probate, Estates and Fiduciaries Code of 1972.
The said decedent, who resided at 305 s. Washington street,
Mechanicsburg, PA 17055 died on september 14, 1996.
written notice of this claim was given to Attorney Diane Radcliff,
3448 Trindle Raod, Camp Hill, PA 17011 on January 7, 1998.
PNC BANK, National Association
I
ACCT#
40-02-8004048266
1 ~V'I7:7'. IX 17,", ~~
. COMN:~NWfAl;: 0' 'INNSYLVANIA
I D"UTMfNJ O' RlVlNUf
DI" 210601
" HUII$lU'O,'" 17121-0601
DIClol""" HoUI' ItA". ".". 1."'0 M'ODIIINlllAU
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21. If line 18 is gr.at.r Ihan Un. 19, Int.r Ih differencI on Un. 21. This i,lh, TAX DUE.
A. Enl.r the in'e'..t on Ih. bolonce due on Un. 21 A.
B. Ente, the fOlal of line 21 and 21A on line 21B. This i,lk. BALANCE DUE.
Mo~. Check Payable fa: Commonwealth of 'ennsylvanla
...... ...... IE SURE TO ANSWER All QUESTIONS ON RIVWI SlDI AND TO IECHICK MATH
~ ~ RLI! THIS IETUIN WITH TH' PA DEPAIlTMINT O' IMHUE AT ADDlas IN u.m LI!fT COIHD.
Under plnalt,.. of perjury, I d.cler.thOII ho.... uomin.d this r.turn, including accompanying len.dul.. and 1101,m.nll. and to thl bl'l of Ifty ~no..l.dg. and beli,f, it i. tru., CO"~
and campi.,.. I declor. thai all r.ol,,,ol' hos b"n ,.pon,d altrul marllll value. a.c1aration 01 pr.par.r alh.r than ,h. p.rsanol r.!:'nl.nloll". il bOI.d an all ,"'ormOIlO" of whl
.r hOI o"y hawl.dg..
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METHOD
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IS -
INHERITANCE TAX RETURN
- RESIDENT DECEDENT
12.C)- it.[- C
'01 DAns 0' DEATH A"II '2/~'''1 CHECIC HII
IP" SPOUSAL 0
POYll" CUDIT IS CLAIMID
rau NUMIII
21 9li 0760
'161
'lIASI 'IINT 01 n" ALL INro.MATION COUNn coo.
DICIDIN! '(O'dllll &DOIIU
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CURTIS
BRIAN M.
,.,
I. NU'"
.
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.
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175-46-2910
9/H/96
11/30/60
MECllANICSBUHG, PA
CUMBERLAND 17055
I" ""01111 'U"..I...Q lPOUU '''''''''111&'' "." &"'0 "'0011 ,..'h&1
1'0(1&111(1.1.." "'1.1"''''
I &"0\11011 IIClI.'D 'III ''''IIIU(t'O''''1
S 1. Original R"urn 0 2. Suppl.m.nlal A.,urn
o 4. limil.d Ella" 0 40. Futur. Int".'I Compramil.
(far dol.. of d.ath ah., 12.12.821
o 6. O.Cld.nl Oi.d TII'ot. 0 7. Oeced.nt Maintain.d a living TruI'
(Aneth copy of WillI (Aneth copy of T,ult)
DIIICT AU. COIIlSPClNDENQ AND CONHDINTIJLL TAX INl'OIMAnON TO.
03.
05.
R.moind.r Aelurn
(for dOIOl of d.olh p,ior 10 12.13.S
federal Eltal. Taa R.turn Requir.a
_ 8. Talal Numb.r 0' Saf. O.po.il Ba..
.~
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Mt _'UN A
DIANE G. RADCLIFF ES U E
tUlrt+QNI NUMlll
ClfT
SlAIl
ll'COC
(717 I 737-0100 CAMP HILL P
II'ER TO METHOD OF COMPUTATION IN THE NONRESIDENT DECEDENT INSTRUCTIONS 100ICLET IREV.17~61
Check OMI 0 Flal Rot. OPrcparl'lOlla,. (ComDI.,. Worhh.., on_An.". Sid.,
( ') 9,800.QL.
(2)
(3)
(A I
(5, 9.506.91 ._.
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1, R.ol Ella.. (5ch.dul. AI
2, 5.od.. and Bond. 15ch.dul. &)
3. Oo"ly H.ld S,oclc/Partn.nhip Int.r..t (Sch.dule q
4. Mongage. and No'" A.uivobl. (Sdl.dul. 0)
5. Cash, Bonk O.po.its & Mi.ullaneauI P.nonol Prop.rty
15ch.dul. EI
6, Join.ly Own.d P,op.ny ISch.dul. F)
7, T,on.lo" 15ch.dul. G)ISch.dul. L)
8. TOlol Grall .Auets (totallin.. 1.7)
9. Fun.ral Expen.e., Administrative Co.ts, Milc.lIon.au.
E.p.n... (5ch.dul. HI
10. D.b... Mortgog. Uobili'i.., U.n. (5ch.dul. I) (10) 8,197.84
11. Total Deduction. (.o.oIU... 9 & 10) (11) 22,755.44
12, N.. Volu. of Ella.. (Un. 8 mino. Un. 11) (12"-:-3,446.53)
13, Cho,i'obl. and Gov.mm.n.ol &oqu.II'15ch.dul. JI (13)
IA. N.t Volu. 5ubj.ct.o To. (U.. 12 minus Un. 131 (UI( -3.44(; 'i< I
WHEN -PlIOI'OITlONATI! METHOD IS . IEI'll TO WCIlCSHm ON lEVElS! SIOII'Ol AMOUNTS TO IIlHTDm ON UNES IS THIU 1.
~ :"
(6)
(7)
(9) 14,557.60
(8,19,308.91
15, 5pou.ol T,ond." 1'0' do'.. of d.o.h oh., 6-30.94)
S.e Inuructions for Applicabl. P.rcentage on Reverse
Sid.. (Indude volue. from Sch.dul. K or Schedul. M.)
16. Amount of Un. 14 taKable at 6% 'at.
(Include value. 'rom Sch.dul. K or Sch.dule M.)
17. Amounf af lint 14 10Kobl. at 15% role
(Include volut. from Sch.dule K or Sch.dule M.)
18. Principal loa due (Add tOK froln Un" IS, 16 and 17.)
19. Cr.dill Spaulol Pov.rty Credit P,ior Poymenll
+
(15)
(161 INSOLVENT ESTATE
(17)
X.__
x .06.
INSOLVENT ESTATE
x .15.
(18)
Oilcounl
Inter,,'
+
(19)
(20)
20. If line 19 i. 9r.ol.r thon line 18. .nter th, diKer.nce on line 20. Thil i.,h. OVERPAYMENT.
aD
Cheell herl! if you are req\Jesting 0 refund of your overpayment. .
INSOLVENT ESTATE
(21)
(21A)
(21&)
~..o(
D~3/';>"/ /9J'
gAlr I'
'i-1-qR-
1#,'" . '
Ad '''8 of 199" pravld.. far the redudlon of the tax rate. Impo.ed an tlie net value of tranale.. to or far the u.e of
the .pou.e. The rate. a. prescribed by the statute will be:
. 3~ (.03) will b. applicable far e.tate. of decedent. dying on or aher 711/94 and before ",/96
. 2~ (.02) will be applicable far e.tate. of decedent. dying on or aher 1/1/96 and belore 1/1197
. 1~ (.01) will be applicable lor e.tate. of decedent. dying on or aher 1/1/97 and belor. "1198
. Spou.al transfers occurring on or alter 1/1/98 will be exempt /rom Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (", llN THE APPROPRIATE
BLOCKS IF THE PROPORTIONATE METHOD IS ELECTED OR IF PENNSYLVAN(A REALTY OR TANGIBLE
PERSONAL PROPERTY LOCATED IN PENNSYLVANIA WAS TRANSFERRED WITHIN ONE YEAR OF THE
DEATH OF THE DECEDENT.
YES NO
1. Did decedent make a tran.ler and:. .
x
a, retain the u.e or income allhe property Iran.lerred, .................................,....................................
b, retain Ihe right to designate who shall use Ihe property tran.lerred or its income, ..............................
x
\ X
c. ..tain a reversionary inl.resl; or ..................................................................................................
X
d. receive the promise lor lile 01 eilher payments, benents or core' ......................................................
2. "death occurred on or belar. December 12, ,Q82, did deced.nt within two y.ars prec.ding d.ath transler
property wilhaut receiving adequale consideration' II death occurr.d ah.r C.cember 12, 1 Q82, did deced.nt
transler property within one year 01 death without receiving adequate consid.ralian' .............................
X
X
3. Did deced.nt awn on 'in trusllar' bank account at his or h.r d.alh'.....................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE
IT AS PART OF THE RETURN. '
PROPORTIONATE METHOD WORKSHEET
CALCULATION:
, " T ~~~~~~nix~~~;~ai~.p~::s~\::Ja~~,~,.I,~~~.i.~~~.~.~~..,~~~~.......,..............,',.................,. (I)
2. Total gross assets wh.rever situated llin. 8 01 R.capilulalian),................................. (2)
3, Proportion (Divide line 1 by Une 2) ................................................................................................. (3)
A. Talal d.bts and deductions and amounts d.vised to charitable organizations
(Add lin.s 11 and 13 01 R.capitulatian} .............................................................. (A)
5, Taxabl. Estate os il a Pennsylvania resid.nt {Subtract line A from line 2}................. {5}
6, Spousal tran.I... (lor dot.. 01 dealh ah.r 6-30.9A)
Amount Taxable at % x Proportion (Une 3) .............. x - (6)
7, Amount Taxabl. at 6% )( Proportion (Une 3) ............................. )( .. {7}
8, Amount Taxabl. 01 15% )( Proportion (line 3)............................ )( - _(8)
The re.ult of line. 6. 7 and 8 ore to b. enl.red on lines 15, 16 and 1701 Tax Camputalian r..p.ctiv.ly.
, .
CoIDon".alth at
P.nnaylvanta
Inheritance t,. Return
Rel1dent Decedent
SCHEDULE A
REAL ESTATE
(Property jointly-owned with Right ot Survivorehip muet be diecloeed on Schedule F) All
reel eetate ehould be reported at tair market value which ie detined ae the price at which
property would be exchanged between a willing buyer and a willing eeller, neither being
CO~elled to b~or eell, both havi~g reaeonable knowledge ot the relevant tacte.
FILE NUMBER
2196-0780
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
$9800,00
305 S. Washington Street
Mechanicsburg, PA 17055
(See Attached Settlement Sheet)
(Note: Payment was in the form of $7,500 in
cash and transfer to Estate of Marshfield
Mobile Home valued at $2,300,00)
(If more space lS needed, lnSert additlonal sheets of same Slze)
TOTAL (Also enter on Line 1, Recapitulation)
$9,800.00
-
-
.
\.
C(HI:lHllJ:J\LTII or PEIINSYLVl\HIJ\
IlIIIERITl\HCE TlIX RETURlI
RESIOENT OECEOENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLNlEOUS
PERSONAL PROPERTY
FILE NUMBER
2197-0790
ESTATE OF
BRIAN M. CURTIS
tAll proport.y jolntly.owned with tlU! Right of Survivor~hip must be di~clo5(!d on Gchedule F)
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. Mortgage Insurance Refund - Cancellation $ 61. 50
PNC Mortgage Corp, of America
2, Steven Curtis - Purchase of 1919 Harley $6121,09
Davidson superglide Motorcycle
3. penske Pension Distribution - Corestates $2721,04
Assets Management
4. VISA credit card refund $ 11.23
5. 1996 federal Tax Refund $ 505.00
6, Checking Account $ 11.14
TOTAL (Also enter on line 5, Recapitulation) $9,509,91
commonw.alth ot Pennaylvan1a
Inh.ritanc. Ta. Return
Rea1dent Decedent
SCHEDULE H
Funeral Expenses,
Administration Costs and
Miscellaneous Expenses
FILE NUMBER
2196-0780
ESTATE OF
BRIAN M, CURTIS
ITEM NUMBER
DESCRIPTION
AMOUNT
A.
FUNERAL EXPENSES:
1, Emanuel Cemetery Association, Lewisberry, PA
(Grave Purchase)
550.00
2. Beaver Urich Funeral Home, Inc.
(Funeral Costs)
6100.00
B,
ADMINISTRATIVE COSTS:
1. Personal Representative Commissions - Donald Curtis
Social Security No,
of Personal Representative:
965,46
Year Commission Paid: 1998
1500,00
2. Attorney Fees - Diane G. Radcliff, Esquire
N/A
3. Family Exemption
Claimant:
Relationship:
Address of Claimant at decedent's death
Street Address:
City:
State: Zip Code:
4, Probate Fees
Register of Wills
Advertisement
Legal Journal-Cumberland County
Sentinel
N/A
217 ,00
60,00
59.50
C.
MISCELLANEOUS EXPENSES:
1. Register of Wills - filing fees for Inventory and
Inheritance Tax Return
25.00
2, Mellon Bank - Estate checking account service fee
25,00
3, Dauphin Deposit - checking account service fee
6,00
4, Madeline Curtis - Materials
- Kerosene
- Ritters
- Lowes
- Loc ksmith
_ Labor/cleaning
$ 220,68
230,40
60,00
13,82
10.60
1880.00
2530,64
5, H & R Block - Income Tax Return preparation
134,00
6. Gingrich Memorials - Grave Marker
2385.00
14,557.60
SCHEDULE J
BENEFICIARIES
co.aonw..1th of p.nnaylvania
Inheritanca T.. ~turn
Raaidant Decedent
ESTATE OF
ITEM
NUMBEIl
1.
2.
3,
4,
5.
6.
ITEM
NUMBEIl
1.
2,
3,
4,
5.
6.
FILE NUMBEIl
NAME l\ND ADDRESS
OF BENEFICIARY
RELATIONSHIP
I AMOUNT Oil sHARE OF I
ESTATE
N/A
A. Taxable Bequests:
NAME l\ND ADDRESS OF BENEFICIARY
AMOUNT OF SHARE OF
ESTATE
B. Charitable and Governmental Bequests
N/A
TOTAL CHARITABLE AND GOVERNMENT BEQUESTS (Also enter on
line 13, Reca itulation) $
I
.1
I
I
-.-- --- . -.-.- ---. . .-
A U ~. 01 P~RTMENT OF HOUSING .,,~ URBAIJ '"'" . .... OMti Nu 4!6(Jl. u~...5
SETTLEMENT ST ^ TEMENT 1IIIll'I10
'SECURED IUIIIIIIWII
. LAND
TRANSFERS, INC. n. TYPE OF WAf-I
3800 Markot Street 1.I1f"11A 2( (FMIIA J X I CONV. UIIIIIS.
Camp Hili, PA 17011 4 ( (VA 6. ( I COIN. INS.
L nLE 11IlMOEI1. \1 LOAIJ IIUMIlEn
phone: 761-7744 121692 17067396
R. Monr. IN!i CA!i( NO.:
C. NOTE: Th;~ 101m is lurnlshod to glvo you a ,lolol11onl 01 aclual Golllomont casts. Amounls paid 10 nod hy tho tolllofl\onl aoont nm shown. limns markocl
t(p 0 c I' woro pold oulsldo lho e1m.ing; lhuy "ro shown holO for inlormlllionol purposos and tUO nul jncludod in thu lolnls.
o rlAME ANO AOOIIES," OF BORROWER: E. IJAME AIm AODRESS OF SELlm: F IIAME AI III Al10RESS ort HIDER:
Robin M. Fettro Donald G. Curtis Barnett Mortgage Company
Administrator of the
Estate of Brian 14, Curt:io 3 crossgate Dr,
McchanicGbur P1\ 17055
G PROPFRlY I OC.\T10N 1\ SEllLEMwr AGwr: I SUII.Wnll DAlE'
305 South WalJhington St. Secured Land 'rrannJ:ern, Inc. 12/02/96
Mechani cE;burU Borough PLACE OF ,;UILWFNT:
'CUMB8RLAND County 3000 Market St, Camp Hill PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION: K, SUMMARY OF SELLER'S TRANSACTION:
100 DROSS AMOUNT OUE FROM BORROWER ..0 DROSS AMOUNT DUE TO SELLER
'01" Conlracl salos prlca 66000.-00 401 Conlract salos prieD 66000,00
10. Por.onal ~roporly . 402 Porsonnl propotly
'03 SoNlomenl charga. 10 borrowar (IIna 1400) 4132.28 "3
to, .0.
to, .os
Adluslmenls 101 l1am. paid by .allor in advanco Adjuslmonts (or itoms paid by sailor in advanco
106 ClIV/Town In 10 .cOG CIIV/T own lax 10
101. County lax 12/02 rg-610 12/31/9-6 13 :b5 401 Counl'r't.1.1C 12/02/961012/31/% 13.65
loa Assonmonls 10 4011 Auonmonls 10
109 School 12/0219-610 06/301 ~7 330 :22 409 :Jchool 12/02/961006/30/97 330 :n
1\0 '0 4'0 10
tll Sew: $69 .10/q en~ong 12/031 21. 90 '" sew: $69 .10/q enidng 12/31 21. 90
to? m
"0 DROSS AMOUNT OUE FROM BORROWER 70490,05 4'0 DROSS AMOUNT DUE TO SELLER 66365.77
'00 AMOUNTS PAlO BY OR IN BEHALF OF BORROWER ,",,0 REDUCTIONS IN AMOUNT DUE TO SELLER
xu Ooposit or oarn051 monDY 1000.00 bOl Excoss doposil (sou instrucllons)
~02 Prim:ipal amnunl olllow 100n(5) 62700,00 LO:.' fjoltlornont c110f(JO& 10 nollor (lino ,,,(X)) 5007.01
?O] EXisting 10an('1) takan subjoct 10 f.OJ E)(I~tinu Innn(s)lnkun subjoct to
'0' !.04 pnyoll 01 Firsl Morlougo 1.0;:10
L'ender Credit 1410.75 PNC Mortgage 51558.53
'0' :om. IJuynll 01 SOCOIld Morluauo I.nnn
Intel'eRt Credit 14,80
'.0 Lor.
107. ,",,/.
:,na LOll
:'09 SO,
Adiu$lm'lOls for lIoms unpaid by sullur ^dju!.ll1ltJlIlS lor II oms lInl1l1id hy tiullm
210 Cltvtrown lall 10 1i10 Cllynown Mil; '0
211. CounlV la.- 10 5 t I Coun1v 1.1)( \0
212 AssessmonlS 10 51:1' Assossmonls 10
213 School 10 513 Ochoal 10
... fi1~ .-- ---- _..- ,_. -,,-
>IS bl!!
>10 ftlli
217, !.17.
." St.
... Sto
i.. 'TOTAL PAID BY/FOR BORROWER 65125.55 ozo TOTAL REOUCTIOII AMOUNT DUE SELLER 56565.54
300 CASH AT SETTLEMENT FROM OR TO BORROWER 000 CASIl AT SETTLEMENT TO OR FROM SELLER
J01 Gross amount dUB Itom borrowor (lino 120) 70498,05 1i01.GIOSS nmounl duo to sailor (Iiflo 420) 66365.77
30> Loss amounl p.ld byJfor borrowal (IIna 220) 65125.55 G02 Loss roduction mnounl duo sailor (Iino 520) 56565,54
:11" CASH (00 FROM) n ] TO) BORROWER 5372,50 UOJ CASH (00 TO) n ] FROM) SELLER 9000,23
Buyor or Borrowor's Slunalufo
Santl"S SIUll:1luro
IIUP.I nov G/pL.
. 1 , F i
,.,' ,. I
".j i' ~ p. l.
L, SETTLEMEIIT CHARGES 121692
TOTAL SAlES/DROKER'S COMMI9910N b...d 011 prlco I GGOOO. 00 G, 0
100.
1),.1.1011 01 Conllni..lon lllll. 100).s lollows: Total: 53, 9GO ,00
lOt $ 1955,00 10 Jack. Gnu9hen Realtor
"i'ii;-$ 2005,00 10 Century 21 Breneman
.!.~lmml,..Slor, pOld a1 Solllornenl
OWl No 2502.U26
r"uo 2
pA,u .ROM PAID FROM
DORROWER'S SEllER'S
FUNDD AT FUIIDS AT
SETTlEMEIIT~SET1lEMEN1
',;0;, " < .t.....,.>
'..';L~';;"\"~)'..':'..''T;~;:f.,<;
39GO,OO
us. llEPAI1IMENT Or-IIOUSlljG Aim UnnAfj DEVEI.OPMENT
SEllLEMEIH ST^IEMENI
104.
000. ITEMS PAYADlE Itl COIINECTlOII WillI LOAII
001. Loon Origl"olloll r-oo 1.000 'Y.
802. Loon OISC('O'" ,..
e03. ^,)plni~QI faD If)
804. ClodllltoprJfl In
805. Londol'J In~poclio" FaD
BOG Mortg~aD IrlSUHII1CO Apphcittion Foo 10
e07. A"SUlIllltiOIl Fan
00il1i'QC. I'ren, Barnett Mortgage Compnny
009. Tax Serv. 'l'R1\NSI\MERICA
010. Fld, Cert. Flood Data
OIl. Buvdown Barnett Mortgage Company
!lOo.ITEMS REOUIRED BY lENDER 10 DE PAID IN ADYANCE
.gOI.I"loro!.!IIl''" 12/02/9G 1012/31/96 tI$
'\02. ~lOfIOI,un InSUIRllCI1 PrOloitlfn lor 1110. In . --." ..-----
~,iii:ii,liii..Uriii,CoPio'"lull1lor yrs.lu (lJoneual-PUC - U)
904. YIS. lu
905.
1000. RESER YES DEPOSITED WITH LENDER FOR
1001. Hazard In!;uranco 2 mo. C $
1002. Morlgllgo Insu,onco mo. 0 $
1003. CilylT nwn fox mo.O $
1004, Counly 10' 10 mo, 0 $
1005, I\ssos!:ments '"0.0$
1006. School Tax 6 010,0$
1007, mo, 0 $
looo.],qqrAd; ust 010,0$
1100. TITLE CHARGES
110 I. Setllomenl or closing 10010
1102. Ab'trnelor till. ,oorch 10
1103. lillo e1(Onllnalion 10
104. 1 ilia insuranco bindor 10
'105 (locur"on' p,oporolion 10 D~ane Radcl~ff, ESG,
1I0G. 1I0lory lop, lu Cash
1107. Allom.y'. 100' 10 D~ane Radcl~ff, ESq.
(,"cluno,abovo rloms No.:) Attendance, Doc, Pree.
1108. !illnlnsuraneo fo Secured Land Transfers
~~'clutloS abo"o ,lorllS No.:) Ends: 100/300/0 ,1
IIU9 I.olld"r's nOVOro!lO $ 62 , 700
!~~l)I'S I~~I!...$_ 66,000
1I11.11a~ l Fe'~
1112. Dish: Fee
1113.
12UO. OOYEnNMEl1T RECanDIIlG AIlD TRANSFER CIIAROED
'201.IIoeu'di""lo05: Oood$ 23.50 Murlu^go$ 33,50
'202. C:lly/,:oUIlly 1.:<IslOII,pa: Uood $ G GO. OOMurlUII!lo $
1203 ';lll~'O""~'ps: Uood$ GGO, 00 MurlUllUll$
~--
1205.
'300. ADDITIOIlAL eETTLEMEN1 CHARGEe
1301. ~Ulvey to
1302. I'osllllspr)clion 10
1303. S:10/11/12
Bnrnett fo1ortg~e Company
G27,OU
Darnett Mort, ($250POC)
Factural Dnta (S4GPU_C)
249.0U
01.00
19.00
1554,OU
{dllY
27.18
~j.: ~a::re~/~.t~.. :.'.':'~~: "".':';" -,' ~,{~~~.
~nl)'l:(e:.<:,~~~r~::'~' ~,1 ':~
1#>~tAfW ".
.,,,\....''t~:'l .
::'L :.....~"'... '(,' ."
':~'v,~~';:>.~l.. .'
:~twt~"t}~ ',' ,-, :~~
:Y::tA(:~\~ .>~:, _:~t
:''Y.!l'i.:;< r. "-;:1~
/~~:r~!.?L.".._-:Wi~:*J~11
'"." ,:;(';~ ':~~i,:,,~'!~8:*,?iL r(;>~
\::,/_~H?'~;v::::tt.~~A~Y01;!.
,:.1"".- ,<,...~.%,~_.,~'j;e,,~~':.l
f~\t,~?t.~}:~~-B:;r~1)~A~l~;~:
13.59
1010,
1100.
Imo.
Imo,
Imo.
1100.
Imo.
Imo.
-166,2G
14,36
143.60
47,96
287.7G
5.00
50,00
5.00
175.00
,,"
588.00
Secul'cd
Secured
l,atlLl
Land
.}1)!:'i~rl;:i.;l~};;.;.~i;:,:i;r;';};::.~::l~;:;:0'.~,~
'l'1'iitl~~~el:I!.=:----":'-";~~'~~_~ (t"~[ju __
Tr'nllflters 35, UO
---
.._-'---' -- -----
Mi!>c.s:.
5". UU
GGU,OO
,- ---6GO. lio-
n___ _,____________
35.00
7G,Ol
YUlast ExternllllntlllQ
Borough of Mechmucsburg
1304.
1305
MOO- TOTAL SETTLEMENT CHARCES (onll)l on lines toJ ond 502. GocUons J mill K)
4132.28
5007,01 I
_ "".11..0: a'IIIIII "Ial Oil II.bllllf is ."',tflfld 11.,. S.llko",,"1 ^Ollnllollhllllf.CUI':U')' III llllnnlla'i1m 11111"'11""111)" 1111,,,,.. ." "'''''0'1'11111111'''''111) I ~irU!rlllrrll f,1,,'r"lI..rl r.rtl"'",rll' ^I,rnl ,.,.,..11" 1,.,OII"i1o,ly
U'\IINI" Iho "'lhll., rt"I"'llil "")' llmou,.l, r:nn..r.lcuf 1m II'lllll"rn..mllll.II 1111..,,,,1 hll.'lmJ nrr",,,,1 In " 1 ..,If"lIt")" 1""""I.d 1I1"'''''t'''''' ",,".. .-,rr1<t 11,)" ill'''''''' 0:" ..,,,,,,,t "I "'" ""-" IIrrll,/n' II' a.l,t.I,nni'l1
rltlnfl""U'oo', 11111'1 SOt\iC111 in 1I,~ IIIM.dlan
IlUD CERTIFICATIOU OF DUYERS AlID SELLERe
I h:lJO c:uolulif rov,owod lho HUO.1 Solllomonl Sl:\!ortl,mt 4'nd 10 Iha ho~1 01 IllV "llOwlodfJ" Mill hcli~l. II i~:l !Ill'" :lml ncelltnlo ~Inl",nrllll nf nllrr.coiph .1l1l1 tij..hUl~ollll"I,I.
. "'rl"~'n" '1C~":~~f~"?;;t;;''''O' cnrllly ,hill I hn,n mcni,nd II CO"';lhn I r);I;;J;C ~
f1',y""" lIoll.'..r.... Sign IhJI'1
1!'ly""'^r1Il;" 1"1'lmn".
';,.n..,,!.'IJn."'I""
r,,,I!"I~Il"w^.I,IIf..,1"'1","h"
lI,t~l'b"(: ~~'~~'~~;'!;;);,~);Lr"'" ,,,,,.,, """ .."""" "III"",,,..... ",,' .:7:" ,";""', :;,:~:, II". ,,,".1""1'" ,hi"..."".. ,'" "",.."" .,,,,11,",, "
S,"kml.nl Au"nl " ; :. i : It tl ':i I 2) 1J.lhl
w^ntmm. II I' . tll""lt'I~I'awtnn'tmll.L 1,"11 'ltllfllonll II) Ihll Un""11 !i"'" nil ./11, nf Iny .~,II..ltlfm 1'""lIth"" "l"'flfnllvlo 1111I. r,," IIltlUlln" II"" 111I1 ~lIr'I'm,'rHt'11
.,.,,_ ... II a,........ C..-Il;... tMI ..."q."t..... Inln
December 2, 1996
.'
secured Land Transfers, Inc,
3800 Market street
camp Hill, PA. 17011
RE: property Address: 305 South Washington Street
Mechanicsburg Borough
cumberland County, pennsylvania
Donald G. curtis, Administrator of the Estate
of Brian M. curtiS
To Whom It May concern:
I, Donald G, CurtiS, 1\dministrator., hereby allthori?e Secured
Land Transfers, Inc, to oplit the proceedn on the above r.c[erenced
as follows:
$2,300.00 to Robin M. Fettro-('o....~t"<..\-~ ot mob",lt.,hom.t.
7,500.23 to Donald G. Curtis, Administrator of the
Estate of Drian M. curtis
$9.800.23 Total proceeds.
Donald G. curtiS, Administrator
of the Estate of Brian M,
curtis
\ :) Hi
~ ,I ,.,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
JNlI[RITAHC( tAM DIVISION
OCPl. 280&01
HAARlsaLllC. fl' 11lla-DbOI
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AHD ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-22-98
CURTIS
09-14-96
21 96-0780
CUMBERLAND
101
DIANE G RADCLIFFE ESQ
3448 TRINDLE RD
CAMP HILL PA 17011
Allount Re.itted
<.L
*
M
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 ~
REIi:i54TEx-AFii-foij:97Y-iioTicn)rINHEiiifANcE-~"-Ax-APpiiAisEHEii'i'-,--m.-ciwANCnili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CURTIS BRIAN M FILE NO. 21 96-0780 ACN 101 DATE 06-22-98
9. Funeral Expenses/AdM. Costs/Hi.c. Expenses (Schedule HI
10. Dobts/Hortuauo Llabilltlos/Llons ISchodulo I)
11. Tot.l Deductions
12. Net Value of Tax Return
13. Charitable/Govern..antal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Hat Value of Est.t. Subject to Tax
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Est.t. (Schedule AI
2. Stocks and Bonds (Schedule 8)
3. Closely Held stock/Partnership Interest (Schedule CI
4. "artgag../Hotas Receivable (Schedule DJ
5. Cash/Bank Deposits/Hisc. Parsonal Property (Schedule EI
o. Jointly Owned Property ISchedule fl
7. Transfers ISchedule OJ
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
) CHANGED
(1)
121
(3)
14)
15)
1&)
171
9,800,00
.00
,00
,00
9.508,91
.00
.00
(8)
....I\.'..II.....UI
BRIAN
HOTE: To insure proper
credit to your account,
subait the upper portion
of this fora with your
tax p.Yllent.
19,308.91
??,7GG 44
3,446.53-
,00
3,446.53-
If an assessment 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.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rat. 1151
16. Allouot of Line 14 taxable at Lineal/Class A rat. (101
17. AMount of Line 14 taxable at Collateral/Class B rate (171
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT I')
INTEREST/PEN PAID (-)
19)
(10)
14,557,60
8.197.84
(11)
(12)
(13)
(14)
.00
.00
.00
,00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
,00 X .00=
.00 X ,06=
.00 X .15=
(18)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
U',i
r-
If) :: .J"
'" -:~
I:i~
N
N
!3
-,
1-1
CO ..:S::
P' ~5
t)(,j
'~, '
C.. .J
<llCl:
a:
RESERVATION: E.tat.. of decedent. dying on or ~fore Dece.ber lZ, 1982 -- If any future Interest In the estate Is tran.ferr.d
In po.se.slon or enJoy.ent to Cla.s B Icollateral) baneflclarle. of the dec.dent efter the e.plratlon of any e.tat. for
Ilf. or for yaar., the C~.onwaalth her.by e.pre..ly re.arve. the right to appraise and a.se.. tran.fer Inheritance Te.a.
at the lawful Cla.s I (collateral) rate on any .uch future Intere.t.
P\lRPOS[Of
MOnCE:
To fulfill the requlre.ent. of Section 21~0 of the Inh.rltance end Estat. Te. Act, Act Zl of 1995. (72 P.S.
SecUon 9140).
PAvttEHTt
Detach the top portion of thl. Hotlce and sub.lt with your pay..nt to the Regl.tar of Will. printed on the rever.a side.
--Mak. check or .oney order payable to: REGISTER OF MILLS J AGENT
REf1JHD (CR) 1
A refund of a ta. credit, which was not reque.tad on the Ta. Return, .ay be reque.ted by coapletlng an "Application
'or Refund of Penn.ylvanla Inheritance and Estete Ta." IREY-1313). Applications are available at the Office
of the Aagl.ter of Will., any of the 23 Aevenue DI.trlct Office., or by calling the .peclel Z4-hoUr
an.warlno .ervlce nueber' for for.. orderlngt In Penn.ylvanla 1-800-362-2050, out.lda Penn.ylvanla and
within local Harrl.bUrg .raa (717) 787-8094, TOO' (717) 712-2252 (He.rlng t.palred Only).
OIJECTlOKSI
Any p.rty In Inter..t not .atl.fled with the appr.I....nt, allow.nce or disallowance of deduction., or ........nt
of tax (Including discount or Intere.t) a. .hown on thl. Hotlce au.t object within .Ixty (60) day. of receipt of
this HoUce by:
OR
--written prote.t to the PA Oeparteent of Revenue, loard of Appeal', Dept. 281021, Harrl.bUrg, PA
--el.ctlon to have the .atter deter.lned at BUdlt of the account of the par.onal repre.antatlve,
nappeal to the Orphan.' Court.
17128-1021,
OR
AottlH
ISTRAnYE
CORRECTIONS I
Factual error. dl.covered on thl. .......ent .hoUld be addre.sed In writing tot PA D.part.ent of Aavenue,
aureau of Individual 'axe., ATTHt Post AI.a.se.nt Review unit, Oept. 280601, Harrl.bUrg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for. Re.ldent
Decedent" IREY-1501) for an e.planatlon of adllnl.tratlvelY correctable error..
DISCQUHT:
If any tax due 1. paid within thr.e (3) calendar eonths after the decedent.. death, a five percent 15%) discount of
the ta. paid I. allowed.
PENAl TV:
The 15% ta. BIOI.ty non-participation penalty Is coeputed on the total of the tax and Intera.t a..e...d, and not
paid before January 18, 1996, the first day aftar tha end of the tax a.na.ty period. This non-pertlclpatlon
penalty Is appealable In the .a.e .anner and In the the sa.. tl.a parlod .s you would appeal the tax end Int.r..t
that has been .......d as Indicated on thl. notlca.
INTEREST l
Intere.t I. charged beginning with flr.t day of delinquency, or nln. (9) .onth. and ana (1) day fr~ the date of
d.ath, to the data of pay.ent. Ta.es which becaee delinquent before January I, 1982 b.ar Intere.t at the rate of
.IM (6%) percent par annua calculated at a dally rat. of .000164. All taxas which beca.e delinquent on and .fter
January 1, 1982 will ~ar Intere.t at a rate which will vary fro. calendar year to calendar year with that rat.
announced by the PA Depart.ant of Revenue. The appllcabla Intere.t rate. for 1982 through 1998 are:
'!!!! Interast R.t. Dally Internt Factor :!!!! Interest Rate Dally Int.rest Factor
1982 2'X .000S48 1987 9X .000241
1983 ..X .000438 1988-1991 llX .000301
..M 11% .000301 .992 9X .000247
1985 13X .000556 1993-1994 7X .000192
'9" 10% .000274 1995-1998 9X .000247
n Intens t I. calculat.d as follows:
INTEREST = DALANCE OF TAX UNPAID X NU"DER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlce Issued .fter the tax baco.., delinquent will reflect en Intere.t calculation to fifteen 1151 days
beyond the date of the as.esslent. l' pay.ent Is .ade aft.r the Intere.t coaputatlon data shown on the
Hotlce, additional Int.re.t aust be calculated.
STATUS REPORT UNDER RULE 6.12
. i
!
NAME OF DECEDENT: Brian M. Curtis
DATE OF DEATH:
WILL NO.:
September 14, 1996
ADMIN. NO. 21-96-0780
Pursuant to Rule 6..12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion ofthe administration of the above-captioned estate:
I, State whether administration of the estate is complete:
Yes X No
2. If the Answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the Answer to No, I is Yes, state the following:
a. Did the personal representative file a final account with the court?
Yes No
b, The separate Orphans' Court No, (if any) for the personal representative's
account is:
c. Did the personal representative state an account infonnally to the parties in
interest? Yes X No
d, Copies of receipts, releases, joinders and approvals of fonnal or infonnal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report,
Date: 8 - \ 3- C\~
Name (please type or print)
3448 Trindle Road. Camp Hill. PA 17011
Address
717-737-0100
Telephone number
Capacity: _ Personal Representative
X Counsel for personal representative
" ...
S'lW\'llS IU:I'()ll'l' \lNln:llllllLl': (,.12
NAME OF llECEDt:NT: Urian \\l. curtis
DATE OF DEATH:
WILL NO.:
SClltCIII\Jcr 14. 1996
AUMIN.NO. 21_96-0780
"''''~, " R'" 6..'2 ,!1h. S,,"," Coort O~,."'. Coort ,,,',, , ,c'P"rt "" M"w'''' w'ili
respect to eOlllplclion of tile administration of tile a\Joveoeaptioned estate:
I. State wlletller administration of tile estate is eOlllplete:
Yes_ No_ X
2. "thO ^",wa , N'. '"'' wh'" ". """,~I .""'~''','" ",,,,,,hi, """". ili" ",
administration will be cOlllplete: December 31. 1998
3, If tile Answer to No, I is Yes. state tile following:
.. aid "" ,""00" "'""'",''' r,~ . ,,,I """" wl1h ", ,oort1
Yes_ No_
b. ,'" ~",,,,, "",,,,,,' coort N'. (if 00') r" ,'" 1""'''' "".",,,d""
account is:
,. Did thO 1"""'" .,,,,"'"'''' ,"" ~ ",,,,, ,.r"."II, " thO ,.rt'" "
interest'! Yes _ No_
d. 0"'" ,r "~"". re'''''''' i,I",,'"'"" ,,,'"..,. ,r r.",' ",.r_'
accounts may be tiled with tile Clerk of the orphans' Court and may be
a\lached to this report,
Date: j \- ;;1- 0.. Y
JJinne ct ~Icliff Esquire
Name (please type or print)
_ '\441\ Trindlc Rand Cnmp Hill 1''' 17011
/\ddress
_717_7'\700100
Telephone number
('j
I
Capacity: _ Personal Representative
_~cI for personal representative
.1 ~..
,..>
r"""'
J~
. - _, .._........ .., _.~.o
JRD/June 30. 1992/17858
REGISTER OF WILI.S
Cumberland Counly Courlhouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: DIANE G. IWX..'LIFF, !'SQ.,
RE: Estate of BIUAN MITC.1-mL C.'UID'IS
MFU1ANICSBUHlj Wh'UUliH
Estate No.: 21-1996-0780
Date of Decedent's Dealh: 9-14-96
, Deceased, Late of
Pursuant to Rule 6.12, the above named personal representative or the above named allorney. if
applicable, within two (2) ycars 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, 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 whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel. if any.
Accordingly, if the requisite Status Report is not filed by 11_'l.<lR , 19_, you are hereby
advised that a request will be submilled to the Court in accordance with Rille 6.12,
Date: 10-22-98 '1/1AX.-'L'jJ' '';~i.!L; !IJtA lIn,}!L" ,<a.iJpl-u
Deputy Register of Wills ' Y' r L r
Distribution to Estate File