HomeMy WebLinkAbout96-00788
PETITION Hm 1'l{OUATE nlltl (jltANT OF LETnmS
:';j \-'~l b~~'7 f:E: ,.__ ___
No,
'10:
1l"llblrr or Will, '01 Ihe
('0111111' 0' ,ClIwhcrllllul- -- ill Ihe
l'ollllllollweallh 0' l'elll1Sylvallia
1'''''''' of ,_}""le~1cCoy..
fI/,'" kllaU',,'u .___._n_'n___'~_ .O"~_
.---.-.+----..----- .. ... ,
so(';,,/ S"(,I/I;I,I' Nil. . _ .200"JO-105.l
JJ,'("f'IIWII.
The I'elitioll 0' Ihe lIIulel'illlled Ir'l'edllllly lI'IIIe,elll' Ihal:
""111 I'elilioller(,). whll i,hue IN yealS 01 aile or older alllhe exe~III !..!~_e,,-~, ,lIallled
illlhe la,l will "' Ihe IIhll,'e dec,'delll. daled.., _,._ ___.._, t.c-"D~I~l'.Y~__,_____, 19_8)_
1111I1 wdicil(,) daled _ ,_,____ __ ,_"'_____' --.... - ,n_'_ ---'
----------..--.--- ------ ---..-.--.....-.-------- .-.--" --.-.- ...._------ --------.--
---.--- --------.- ._- --------------- .-.------
-------------- ---...-.-..... -- -~ -_.---- --- -------
(\1111(' Irlr\lInll'ilt':1I111\I;U1U".. (',fl. 1t'IIUlldl1lhlll, dl'alh uf rUClIhll, rl(,)
!Jecemlelll \Va' ,'olllicited al dealh ill ,_.._CulIIl1\:.rlund,----,-- ,--- CUllllty, Pellllsylvnllin, wilh
hcr.____la'l 'amily III I'tillcil'alle,hlellce III_JOO Ht-._.Allell_UrJ..vc.
_._____ ____' ...___ ' ,.. ..._ _." __ Hcdl/1Il1csbucl\ ._l'A_,(UI'P"l'-A t-len..!l'ownHh 11')
t1i\1 \1I('cl.III1I1111('1 nllllllllllldllalil)"
Ilecemlelll, thell___,88-_-yea" Ilr aile, diell,_,_______.Jicpt,cw!leL.18 ,I9QC,
al _.--11111y -5plcJ..Lllusl'ltnL.--CaU1l'uIl1l1, ' l'A.--,-,--, .
Excel'l a' fllllows, de,'edelll did 1I01lllarry, was IIIlI (hvllIced mill did 1101 have a chitd !l0l1l or adlll'led
afler excclllilln or Ihe willorkled fllll'llIhale; \Va' 1l11llhe viclilllllr n killing alld wa' lIever atljlldicalcd
illcllmpelelll: _--------..- ...------- ----.--.-
Ilecendelll al dealh IIwlled I'llIl'elly wilh eslilllaled vallles a' rllllows;
(If dllllliciled in I'a,) ^II pe""llall'rol'etlY'
(If 1101 domiciled in I'a.) I'e"onal pllll'erlY illl'clIlI,ylvallia
(If 1101 dUllliciled in I'a.) l'ersllnall'llll'ellY in COllllly
Valllc or lenl eslnlc in I'cnnsylvania
silllaled 'IS rllllllws:
Sfl.O, 000.00
S
S
S
NUlle
--------
.------------ --+
--.------------------
WIIEltEFORE. I'elilioner(,) IC'l'cclrully leqllc'I(') Ihe plllhale or the lnsl will and clldicil(s)
IlIesellled helewilh alld Ihc gllllll or Iellers,_testnllll'lItar.Y-----.- --
(1l'\'01I11Clllill)'; mllllini\lInliulI C.I.A.: nchl1ll1i~lrnlillll d.h.n.c.l.n,)
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Pl1rlcJa Ruth PlneR
530 1.l1kevtew \Jrive
\Je,lmllllt. _Ph
--,_._-~- --------------
-_._._~------_.__.-_._---- ---
_______________ n"" .______..______
---------------------- -~ --.-- ------- ---- ---
OATil ()l<' l'EltSONAL IUWI{ESENTATlVE
(;()MMONWEAJ.'I'II OF I'ENNSYJ.V ANIA l H
COUNTY OF _--.-S~.l-~----_. J H.
Th,' pelilillllel(') ahllve-llame,1 swelll(') Ilr affilm(,) Ihallhe Sllllcmcllts ill the rllrc~llillg pelitioll nre
IlIre ami clllleclllllhe hesl IIr Ihe kllllwledlle alld helid Ilf I'clilillller(,) alllllhat ns pe""llallellleSCII-
la1i\'c(~} ur the aho\'e dl'l'cdcnl Pl.titillllt'f(\) will \\cll 1I11l11luly admi1lister Ihe cstntc accoulilllt In Inw.
SWill II, ,Ill 111, a,lfirn,.'.d,, a 1,"1 s"hmi,h.lI .{ ,--~ ;t~--,---r'--\ ,1:----- '"
IIl'fllIe lIIe VIi' f' _/q!'~ ,__" day Ilr _~l"\."\'1.:.':~~' .::,.,,' ~'
_yt-'__t~_ur1BJ.~, -; --e'I}Pf'lli.;.., - ---- ~
_If&~U-~fAik't'-.~tt~'is'' .. '~/~;;.:f,':! . =--~=~ ----'-'--I-______,_____ ~
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HECHEE 01' 1'ltOUATE AND GRANT 01' I.ETI'EHS
ANI> Nt IW .__._ ______,9Q:g!~):fi.-~,' .,.' __ I L.9.L, III cUII,i,lernllllllUf the petlllulI 011
thc levclSC ,Ide helellf, ,all,faClUry plllllf havillK heclIllIc'ellled hcfOlc lIIe,
IT IS IJECllEEI> Ihnl Ihe 11I,lIlIlIIelll('> dnled_.__l'clll:uury2.-'-981
de,crlhed Iherelll he ndllllllcd 10 plllhate alld filed lIf leclIld a' thc last wlllllf Insle McCoy
------- -
IIml Leller, ~r.eBtamclltury_.- -'.- ,--
IIIC herchy ~lIIl1led III .Jonllll Gephart nlld l'a!'Llcla RutJI I'llle"
.--.-----.
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e, ',J. ,'1- (" ,f)
. ~:'.11 'f "" _ "" 'If' ofTf) '71.b'l .
( Regl,'" II Will! { (.
, MARY CLEWIS
FEES
Prohale, Lellers, Ete. ......... S
Shull Cerlifkllte,( ~> . . . , . . . . .. S
RellUllclalloll .............,., S
x-page S 3.00
JCP -~6
TOTAL _ S 179.W
Filed .... 9~!.~~~~. .2. '. . ) ?9.~ . . . . . . . . . . . . .
115.00
6.00
.Johll M~Tf~~~\\Y (s"rlIi'6~~lNo.)
Market S'lllnre 8uLld1ng, MechulIlcsburg
^llIJRI!SS
717-766-3172
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Mailed lellers and order lo allorlley on 10-J-96.
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WARNING: It Is Illegal to duplicale Ih;, copy by pholo,tat or photograph.
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COMMONWEAltH Of PENNSYlVANIA. DEPARTMENT Of tlEALTU. VITAL RECORDS
CERTIFICATE OF DEATH
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100 Mt. Allen Drive
.. Mechanicsburg. Pa 111155
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_ JoAnn "ephart ... 81 ,m,th Road. Gardner.. Pa 11324
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;;:- w.,"","',~____ . II u,9-21-1996 .__ .~~lley Fol.]~_ Gardens of Prussta. Pa 19406
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
f
-
lOR OAtiS 01 DIAlH AnlR 12/31191 CHICK HIAI
II A SPOUSAL '
POVIRl~ C,RIDIT IHLAIMI!), LJ_ _ __,_
IILl NUMBIR
<J(,
YEAR
7A8
I~UMBEI
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is
fil
lrl
co
(OMMOHW(AIIIIOf l'ttm!tltv^,UA
mrAIIIM(lH Of Il(V(UU(
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tIAUI!lIUIIG. rA. 11118 O/,()1
Ule U-I-UI'~ tl.MI-llA;i.~-,-..u. .iw Mllliiinii.iIAli-- .-
HcCoy, 1;lole
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I" ,,"1(101111 lUhl"lIti UO\lU l !l....'ll...U ',H' ""0(> ..,[.hl ,,,,1;"'11
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COUtllY CODE
lJf(iiil~'ln IO~,illl'-AlJiiii~"-
100 m. ^llen Ilrlve
Hechnnll'Hhnq\, l'^ 17055
" Ir"" 0' """,', '
10-A-07
'I" ,<'" ,,,_u:""l\J~"I_~
SUflplfllllftlllul Rlllu,n
, (,~"",[.. CUllll", r 1111UI___ ...,---'
___.__ '~OUII' "(II"" "" ""'""t1l0llll
[] 3, R...oindor R.,urn
(for dale. of dlloth prior 1012.13.82
{] 5. Fed.,ol E.lalt Tall Relu,n R.qulred
I I 2
I 140,
_ 8. Tolal Number of Sol. D.po.it BOIllI
I'~/; ':: _!.,'r "
John H. (;akln. En<lul re
m('ttO~H UUMlli
___,.. ____.... flarkct Square 1l1l11dlng
..,==-0'- HeCha~lCnbUrg,~ 170~,~
(I) :J -J
---..------...--.' --,---'-'-f-:
121 -----..-'
PI
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(51$(J/I, :;"46. 90..____.:..
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766-3172
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1. A.al Elra.. IS,h.dul. AI
2. Sla,k1and Bondi (S,h.dul. BI
3. Clo..l)' Held Slotk/Parln."hip Inlercnl (Schedule q
.t. Mortgag.' and NOIII' Reteivable tSc:h.dule D)
S. Ca.h. Bank Dopa.il' & MIlCollaneou. Poncnol Propert)'
(S,hodul. E)
6. Jalnlly Own.d Prap."y (S,h.dul. FI
7. ',anlron(S,h.dul. G) IS,h.dul. L)
8. Total Gron Au." (lolallin." 1.7)
9. Funeral Eltpfln..., Adminhtrotive COlli. Miltellnneous
EJIlp.nl" (Schedule H)
10. D.b", Mortgage liabilili... liens (Schedule II
11. Total Deduclion. (lolallin.. 9 & 10)
12. Ne' Valu. of e.lol, (line B minus line 11)
13. Charitabl. and Go....rnm.ntal Bequell' (Sth.dul. J)
I A. Ne' Value Subject 10 Tall (line 12 minu. line 13)
(II) _1J .5!16~6n
(1212l.,95LI7
(13)
(14) 52,95L17
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I B ) $6.6..!J9J.lJ
(61_.1,950.87
171 --
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(9)__,7,.7-7.0.20
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IS. Spau.al Tran.f.n (for dot.. 01 dealh olter 6.30.941
See I".!ruelian. for Applicable Percenlag. on Re'l'IIr1" (15) .------
Side. Ilnclude valu.. from Sthedule K or Sthedul. M.)
16, Amounl 01 line 14 lalloble 01 6% role
(Indude value. from Schedule K or Sthedul. M.)
17. Amount 01 line 14 101l0ble at 15% fa'e
(Include value. from Sthedula K or Sth.dul. M.)
18. Prindpolloll due (Add lOll from line I 15, 16 and 171
IQ. (,.dil. Spov.al Poverty Cf.dit Prior Poymllllh Dilcounl
t E.1750-,00 +-H3.L5.o_
(191 .-2.887-50
1201
)(._=
)( .06 =
.-1.1.6.6.. 57
26.25
(16) ~~"ll!>.1 I_
(171 _.~~...'l.0
)( .15 :tl
(181 _~,192.83
Inlllreif
20. If lina lQ I. gr.ater thon llnll 18, enlnr the differente on line 20. lhi. it th. OVERPAYMENT.
aD .1I:m~il<ll..I"'l.J,..H'.I'I.I'I.ItIIJI!.'.1'lmmlr.'l"'{'I'I.'l'{'U!l!.1'~III.hl
(21) -305.,32
121A) --305-)'
121BI_ .2
21. lI11n. 18 i. gr.oler Ihon line 19, enler d,. diffllr.nte on line 21. Thi. i. the TAX DUE.
A. Enl.r Ih. intllre.l on th. bolantll dUll on line 21 A.
B. Enler Ihelolol 01 line 21 and 21A on line 218. lhi. i, lhe BALANCE DUE.
Ma"" Chetk Payable la~ Ae~llle' of Willi, Agenl
I; , >- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH <11(.0(
Under pan ollie. of perjury. I dllclare thai I hov. uaminnd Ihi. relurn, including (1ctompanting uhndulel and ,talemenh, end to ,he hll.1 of my knowledge and b"li.
if 1.lrve, tarred and cempl".,. I declare thai nil ,.01 ",I lite hOl bun ff!lporlfld utlruo mcrkel value. O.claralion 01 pr"parer othllr lhan the pananal replallntal;..
be.ad on elllnfolmalion of whith preparllr ha. any knowledge. " )
SIQNA1UIlt , "IlS0H .u,ou!l;kimiTiii;ffiiJu.H---^iiDii~f--f----l--~ I - D"i1fi
f\- '-.(' ft.'''l ,,')'4,};7. t=____~__,..0)J:..L~.bJ ~",/Il. II I,) .I -,I:u,t: /
"ONAlU. 0"'\.... on '"'7: "'"""I~'1V1 ,'"n'!" .I" ( '.
v ~JlLl:..J~~lL:~J:J.....i'1~-L.r.',-~! Ii' /.1,'. !UII;):; 1t,1"
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Acl #48 of 1994 pro vi d.. for Ih. r.dUcllon of Ih. tox ral.. Impa..d on Ih. n.' valu. of Irand.,. 10 or for
the u.. of the .pou... Th. rol.. a. pr..crlb.d by Iho .Ialul. wllJ b.:
· 3% (.03) wl/l b. appllcablo for 0"0'0. of d.c.d.n,. dying on or afl.r 711/94 and b.for. 1/1196
· 2% (.02) will b. appllcabl. for .,'at.. of d.c.don" dyIng on or afl.r 111/96 and b.for. 111/97
· 1% (.01) will b. appllcabl. for ..tal.. of d.c.d.n" dyIng on or aft.r 111/97 and b.for. 111/98
· Spou.al tran.f.r. occurring on or aft.r 111/98 will bo .xempt from Inherltanc. tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
1. Did decedent make a transfer and:
YES NO
a. retain Ihe use or income of the property Iransferred. .......................................................
b. retain Ihe right to designate who shall use the property Iransferred or its Income, ...............
c. relain a reversionary interest; or ...................................................................................
d. receive the promise for life of either payments, benefits or care9 .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate conslderation9 If death occurred after
December 12, 1982, did decedent transfer property within one year of death withoul receiving
adequate conSideration9.............................................................................,'.....................
3. Did decedenl own an 'In Irust for', bank account at his or her death9......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.
---.----;-----:"'~ ~ - 11-
;----
,
"
IIv.UOfI'. IJ~ll
J
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa,o Print ar Typo
FILE NUMBER
21 96 788
~j~
COMMONWEAltH O' 'INN"WAHIA
INHIIIIANCI IAI ""UIN
II'IDINI DICIDINI
ESTATE Of
E10lu McCoy ____,_..____'__.._
CAli p,opert., lol",ly.own.d with the I"hl .1 Swr.ln~!~lp """t h. ..Inl..... .n 5th.d"l. '1
VALUE AT
DATE OF DEATH
ITEM
NUMBER
DESCRIPTION
_.,-~_._-------
1.
Now linlllll1HI willi cluck, uuu uuuchud II1'I'rll1001
$
75.00
225.00
2.
Eml,uror GrllndmuLhur Cluck, uuu IILtllchud nl'proisol
175.00
3.
^nuonlll KlLchun Cluck, IIUU IIUllched nppro1001
25.972.95
4.
CoreStllton lIunk, :luvlnllU ^ccollnt 3231-0397
37,998.95
5.
S It T IInnk, :lllv1nllu ^ccollnt 3000227179
100.00
6.
5 Twenty llo11llr Trllvc1urn Chockn
-----. ..---
TOTAL Aho enter an line 5, Reca
$ 64.546.90
IAllath additional 8Y,'" )( "'" .h..lIlf mar. .pat. II n,.d.d.1
"
PHE CLOC'l( 'DoCIo!1t
9Ift",i" '1Jru6/1~r
291 !1I{prt/i Cjnmt/i1l/1l !/{Jlllrf
'lJiffs6ullJ!l~ 17019.9504
!l'/iont 717.697.0120
September 23. 1996
Subject: Appraisal of thc late Elsie McCoy' s clocks
Emperor GrtUldmother Clock (made from kit)
Ansonia Kitchen Clock with Alal111
New England wall clock with weighL~
$225.00
$175.00
$ 75.00
Cost of appraisal
Tax
Tolol
$ 60.00
$ 3.60
$ 63.60
Pold In fun 9/23/96
.n ______.0 -- ---
r~ ,iBaD~ po~, ,~.,'"'"''' PA '"'' . .... ......
---:-- .-- - .__..:--==-=::.::;:::::.=-:_::.=._-=.---=-==::-::,-:,,-,;-;-:~_:,:=:,-.::;:;"-":":='::'-=-"':.
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Bank Statement
.--------
\,0011,101,0\100..\,1011",,01110..111,,01,1....\\.11...\\,.,1
ELSIE MCCOY
630 LAKEVIEW un
DELMONT PA 15628-1709
Delmont Ornoe
Account NUlnbor: 3000227177
Accounl Typo: Four Ster Monoy Merkel
Tax IU NUllIbor: 200.30-1051
,
Pllge , of ,\
SlotenlentlrOnl:
Oclu~.r 11" Ocl"~.r JI. 1996
Enclosures 1
INTEREST DISCI.OSUnE
ACCOUNT SUMMARY
p"vfOUJ Statement Ba',,"co
Depo,lI, .nd O,her Addi/I.n,
Ch.ch P.ld .nd Orher S"blllet/un,
fnli;ng B.I.nea 011 Oer.ber 31, 1996
L.w B.I.ne.
A vef.g. Lodger B.I.nea
S 38.066.13
+ 106.76
38,160.88
S 0.00
S 0.00
S 36,469.60
Ann".I Ptleant.g. YI.ld (APY/ f.med
In,,,.,/.B..,lng D.y.
Avellg' O.I.nea '.f APY S
In,,,..r P.ld t/ll, S,.t.lllon' S
Inl"'" P.ld YID S
4.6'"
24
36,469.60
106.76
224.90
DAILY ACTIVITY ON YOUR ACCOUNT NUMBER: 3000227171
Sublr.d/on.
Addlllon. S.I,nn
38,055.13: .
$ 105.75 $ 38,100.88
$ 0.00
$ 105.76 $ 0.00
provlous Stalement 8alance
IICloslng Inlo18S1
ciieci( ------
Ending Tolals
,-- $'-'30;100.88 -
$ 38,100.80'
CHECKS PAID IN CHECK NUMBER ORDER
Ch.ck N..
Amounr
$ 38,100.88
Ch.ck No.
Am.unt
Ch.ck No.
Amount
This is Ihs Iinsl statsmanl on your account.
EXTENDED HOUIlS AND 7 DAYS A WEEK AT S&T'S DIIlECT BANKING CENTEIl MON.. Fill. 7 A.M. - 9 P.M..
SAT. 8 A.M. _ 6 P.M., SUN. 10 A.M. _ 6 P.M. CAlll.800.325.BANK FOil ALL YOUIl CUSTOMEIl SERVICE
NEEDS.
If you have any questions please cull our Direcl Bantling Cenler aI1-aOO-325-BANK
11'11'" I" 1111'" .
"
~
COMMOHWIALlH O. t1HHlYlVAHIA
IHHlllfANCe TAX UIURN
IlSlDIHT DICIDIHr
1
SCHEDULE F
JOINTLY.OWNED PROPERTY
FILE NUMBER
21 96 7118
ESTATE OF
Elaie McCoy
Jolntt.nanl(')'
u -..---.--------- -.--..------
RELATIONSHIP TO DECEDENT
--.--.----.--.---- ..---.-.+.--.----.-.-- ----~
NAME ADDRESS
daughter
A.
81 Smith Ilond
Gnrdnera, PA 17324
Joann Gephart
B.
C.
..
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBU JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A about PNC Bank Checking Account $3,901. 75 50 $1,950.87
1980 60/1273
,
TOTAL (AI.o enter on lin. 6, Recapitulation) S 1.950.87
Jolntly-own.d property.
(If more space is needed insert additional sheels of some siZltJ
.,VISII...,'..I'
--.... -'~""."'---
,- -
r, '~~'"
"~}" r"
_~I S,..
COMMOUWrAl1U O' PlHHSVlVAUlA
IHtt(lU1AtKl 1AX U1URH
anlOUH ~tH
J
SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS_ EX~ENSES _ Plea.e Prlnl or Type
FILE NUMBER
21 96 788
1.
B.
1.
2.
3.
A.
C.
1.
2.
3.
A.
5.
6.
7.
8.
E181e HcCoy
AMOUNT
DESCRIPTION
ITEM
NUMBER
A. Funeral bpen."l
$5,371.20
Hyer8 Funeral Home
705.00
Valley Forge Memor1al Garden8
Admlnlslratlve Co.l.l
Penonol Representatiye Cammiuian.
Social Securily Number 01 Ponanal Ropre.ontaIiYo:
Yoar Commission. paid -
1,500.00
Allarnoy Foo,
Family Exomption
Claimanl
Addro.. 01 Claimant 01 docodenl" doath
Stroel Addross
Cily
Rolatian.hip
State
Zip Cado
129.00
Prabato Foe.
MI.celloneou. Expen.es:
$15.00
Filing Fee8
50.00
-
65.00
Reserved for Closing Estate
TOTAL IAIoa entor an line 9, Recapilulalian)
(II more Ipace II needed, Inlerl addlllonallheell of lame Ilze.)
S 7,770.20
(.--_. _ . /.1
'1/, t. V
RECEIVED BY ,1/((, (.' , I... _ M...14.1.rN;
"/IN'U~ . "...,
, ('1/~~ '
MARY c. LEWis r." /(/I:~)A,71'
REGISTER OF WILLS ' .
\
\
UNO. AA 184937 COMMONWEALTH OF PENNSYLVANIA
, DEPARTMENT 0' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
IN.'''2 II I.""
RECEIVED FROM:
ACN
i ASSESSMENT m AMOUNT
CONTROL
NUMBER
, ,
10] S,C',730.aO
JOHN M EAKIN ESQUIRE
MAIN AND MARKET STREETS
MECHANICSBURG, PA 17055
ESTATE INFORMATION,
I:t FILE NUMBER
~ 21-1996-0788
!t NAME OF DECEDENT (LAST)
I;i MCCOY ELSIE
~ DATE OF PAYMENT
iii 12/10/96
m POSTMARK DATE
COUNTY
SSN 200-30-1051
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
09/18/96
REMARKS
m TOTAL AMOUNT PAID
S2,7:50.00
VZ
SEAL
JOANN GEPHART
C/O JOHN MEAKIN
CHECKII 127
ESQUIRE
REGISTER OF WILLS
.--, i.~
,
---- -
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OAA 185054 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT 0' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
....,.....1...'1.
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
D
REceiVED FROM,
101
"::JO:i.::J~
JOHN M EAKIN ESQUIRE
MARKET S~UARE BUILDING
MECHANICSBURG, PA 17055
ESTATE INFORMATION,
I:t FILE NUMBER
~ 21-1996-0788
!t NAME OF DECEDENT (LAST)
I;i MCCOY ELS I E
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN 200-30-1051
IFIRST) (loll)
CUMBERLAND
DATE OF DEATH
fa TOTAL AMOUNT PAID
.305.32
DO
REMARKS
JOANN GEPHART
C/O JOHN M EAKIN ESQUIRE
CHECKII 102
i ,,':";
RECEIVED BY //1, , .~ .).",,,,/..:'"
, .-i GN;.1Uh -
MARY C. LE~IS ,1/',,'," /{
REGISTER OF WILLS
seAL
REGISTER OF WILLS
- --.- ._--- -,.--
----- .--.----.-----
.
-' _.-
, "
~ -~ - - --'.-~ _.-- -.-..
..
"
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,r
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-~
_~,_. --~'~._~.M' _ _ I. .,-:-..
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(/
j~t.~\~'
l!.fJ!l(i/:&-
BUREAU OF INDIVIDUAL TAMES
IHI'lAIIAHer fAll DiViSiON
DlPI. :10110'
IlANR1SllUIIG, PI III:8-0bOI
NOTICE OF INIIERIT ANCE TAM
APPRAISE HEN I , ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
1111..'11,.,."1"
JOHN MEAKIN ESQ
MARKET SQUARE BLDG
MECHANICS BURG PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
O',-2B-97
MCCOV
09-18-96
21 96-0788
CUMBERLAND
101
ELSIE
Anount Ranlttad
17055
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
riili:is4"'i"EiCiiFP-[Oi-:97Y-NOTicE--ciF-YtiHERii'ANCE-TAx-jippiIAisEHENr;-m:ciiiANcE-olin----n---------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCDV ELSIE FILE NO. 21 96-0788 ACN 101 DATE 04-28-97
TAM RETURN WAS: (X) ACCEPTED AS FILED
( I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Rod Eat-to (Schodulo A) ll)
2. stock. and Bonds (Schedule OJ (2)
3. Clos.ly Hald stock/Partnership Intere.t (Schedule C) 131
4. "artg.ga./Hot.. Receivable (Schedule OJ 14)
5. Cash/Sank Deposits/Hi.c. Parsonal Property (Schedule EJ 15)
6. Jointly Owned Property (Schedule fl (6)
7. Transfars (Schedule Gl (7)
a. Total As.at.
HOTE~ To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax payment.
.00
,00
,00
,00
64,546,90
1.950,87
.00
(81
66.497.77
7.770,20
5.776,40
(111
1121
ll31
ll41
13,;46 60
52.951.17
.00
52.951.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. OObh/Hodgago llabll1Uoo/llona (Schodulo I) llO)
11. Total Daductions
12. Nat Value of Tax Return
13. Charitable/GoVern.ental Bequests (Schedule J)
14. Not Voluo of Eat.to Subjoct to To'
If an assessment was issued previouslY, lines 14, lS and/Dr 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rat. (15)
16. AMount of Lin. 14 taxable at Lineal/Cla.s A rate (16)
17. A.aunt of Line 14 taxable at Collateral/Cla.. 8 rate (17)
18. Principal Tax Due
NOTE:
.00 X,OO.
52.776.17 X .06.
175.00 M .15.
llB)
.00
3.166,57
26.25
3.192.83
TAX CREDITS:
PAYHENT
DATE
12-10-96
01-09-97
RECEIPT
NUHDER
AA184937
AA185054
DISCDUNT (.)
INTEREST/PEN PAID (-)
144.74
,00
AHOUNT PAID
2.750.00
305.32
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3.200.06
7.23CR
,00
7.23CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CAlCUlATIDN OF ADDITIONAL INTEREST.
IF TDTAl DUE IS lESS THAN '1. NO PAYHENT IS REQUIRED,
IF TDUL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS,1
':"; (")
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RESERVATION I E.tete. 0' decedent. dy'ng on or b,'ar. Dec.eber 12, 1912 -- " ~y 'utur. Inter..t In the ..t.t. I. tran.,.rr.d
In pa.....lon or .nJoy..nt to Cle.. a Ccallaterall bln,'lelerle. 0' the dec.d.nt a't.r the Ixplretlon 0' any e.tatl 'or
II" or far y.ar., the Ca..onw.alth h.reby .xpr...ly r...r~.. the right to .ppral.. and ...... tran,'.r Inh.rltanc. Tax..
at the I.w'ul CI... a (co11It.r.11 r.t. on any .uch 'utur. Inter..t.
PURPOSE Of
NOTICE r
PAYttENTI
REFUND (CA) I
OIJECTlDHSI
AIll""
lSTRATlVE
CORRECTIONS I
DISCOUNT I
PENAL TVI
INTERESTI
To 'ul,111 the r.qulr...nt. 0' s.ctlon Z140 of the Inhlrltanc. and E.tat. Tlx Act, Act 21 of 1995. (12 P.S.
s.ctlon 91~01.
D.t.ch the tap portion of thl. Notlc. and ,ubalt with your p.y..nt to the R.glst.r of Will. prlnt.d on the r.v.r.. .Idl.
uHak. check or lIOftIy ord.r ply.bl. tal REGISTER OF MILLS, AGENT
A r.'und of . tax cr.dlt, which WI' not r.qu..tld an the Tlx R.turn, .ay b. r.qul.tad by co.pl.tlng an "Application
for R.,und of Plnn.ylvanla Inherltanc. and E.tat. Tlx" (REY-1SIS). Appllc.tlon. .ra a~.llabl. .t the Offlc.
of the Rlgl.t.r of Will., any of the 2S R.v,nu. DI.trlct Dfflc.., or by c.lllng the .p.cl.l Z4ahour
an.w.rlng ..rvlc. nuablr. for for.. ord.rlngl In P.nn.yl~anl. l-100-S6Za20S0, out.ld. Penn.ylvanl. and
within loc.1 H.rrl.burg .r.a (111) 111a1094, TDDI (717) 772a22SZ CH..rlng I.pelr.d Only).
Any p.rty In Int.r..t not .atl.fl.d with the .ppr.I....nt, allowanc. or dl..llowanc. of dlductlon., or ........nt
of t.M (Including dl.count or Int.r..t) a. .hown on thl. Notlc. au.t obJ.ct within .Ixty (60) day a of r.c.lpt of
thl. Notice byl
aawrltten prot..t to the PA D.part..nt of R.v,nu., Bo.rd of Appaal., D.pt. 2110ZI, Harrl,burg, PA
a-alactlon to have the .attar dataraln.d at audit of the account of the p.r.onal rapr...ntatlv.,
aaapp.el to thl Orphen" Court.
171ZlalOZl,
DR
DR
Factual Irror. dl.cov.r.d on this ........nt .hould bl addr....d In writing tal PA Oap.rt..nt of R.v,nu.,
Bur.au of Indl~ldu.1 T.x.., ATtN. Post A......ant Ravlaw unit, Oapt. 210601, Harrl.burg, PA 11121-0601
Phone (117) 'l'a6505. s.. p.g. 5 of the boakl.t "In.tructlon. for Inh.rltancl Tax R.turn for. Ra.ld.nt
Oec.dent" (REY.1501) for an .xplanatlan of adalnl.tratlv.ly corr.ctabl' .rrors.
If any tax due Is p.ld within thr.. (ll c.l.ndar aonth. a,t.r thl d.c.dant.. d.ath, . flv. p.re.nt (5~) dl.count of
the taM paid Is allowed.
The 15X tax aan.sty non-participation p.nalty I. caaput.d an the total 0' the taM and Int.r..t ......ed, and not
paid b.for. January II, 1996, the flr.t day I,t.r the .nd of the tax aan..ty p.rlod. Thl. non-participation
p.nalty I' app.alabl. In the .... .ann.r end In the the .... tl.. p.rlod I' you would app..1 the tax and lnt.r..t
that ha. bien ......ed a. Indlc.t.d on thl. notlc..
Int.ra.t I. charged beginning with flr.t day of d.llnqu.ncy, or nln. (9) .onth. and on. (II day frOB thl data of
d.ath, to the d.ta of pav-.nt. Ta.1I which blc... d.lInquent b.for. January 1, 1982 baar .Intar..t at thtl rat. of
.Ix (6~) parcent par ~ calculated at a dally rat. of .00016~. All t.x.. which b.c... d.llnqu.nt on and .ft.r
January 1, 191Z w1ll b..r Int.r..t .t . rat. which w1ll ~ary 'roe callndar y.ar to cal.ndar y.ar with that rat.
announced by the PA O.pertaant of R.venu.. Th. appllcabl. Int.r..t rat.. for 19aZ through 1997 .r"
'!!!! Intar.1t Rat. DailY tnt.rell ractor !!!r Int.re.t Rat. Oally Intarllt ractor
1982 ZO~ .000548 1987 'X .000Zle7
198] 16% .00001 19111-1991 ax .00OSOI
1984 ax .00OSOl 1992 9X .OOOZO
1915 lSX .00OS56 1995al'994 7X .000192
1986 lOX .000274 1995al997 'X .OOOZO
nlntarllt I. c.lculat.d .. follow.1
INTEREST a BALANCE OF TAX UNPAID X NU"BER DF DAYS DELINQUENT X DAILY INTEREST FACTDR
.-Any Hotlcl I..ued .,tar thtl taM beco." d.llnqu.nt will r.flect an Int.r..t calculation to 'Iftaan (15) day.
blYond the dat. of the .......ant. If p.yaant I. .ad. aft.r the Int.r..t co~tatlon data shown on the
NoUc., addlUonal Intarllt w.t be calculated. . -.-
,
,
,-/"",,,,,"--
STATUS REPORT UNDER RULE 6.12
Name of Decedent: VIe'" McCAY
Date of Death: Scptember 18, 1996
Will No.
Admin, No.
21q6 - 078R
pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes K 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. 1 is Yes, state the following:
a, Did the personal representative file a final
account with the Court? Yes No x
b, The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
LL
Date:
Nnvpmhpl"
~., 1 Q98
m
Jobl M. Eakin
Name (Please type or print)
Markct Square Bui~ding
Mechanlcsburg, PA 17055
Address
L:' >
),
.-: J
4'''' ~
~~.
( 717) 766-3172
Te l. No.
Capacity: Personal Representative
x Counsel for personal
representative
(MJ\H: rmfl AM3)
lRD/June 30, 1992117858
REGISTEU OF WILlA'>
Cumberland County Courthouse
OIlC CourlhOLlSe Square
ClIrlislc, PA 17013
NOTICE PUUSUANT TO UULE 6.12
PENNSYLVANIA SUPUEME COURT ORPHANS' COURT RULES
To: Personal Represenlative
Counsel: JOHN M. FAKIN, EOO.,
RE: Es\:lte Df RLSIE MCCOY
UPPI':H ALLEN TWP
Estale No.: 21_1996_0788
Date of Decedent's Death:
, Deceased, Lute of
9.18.96
Pursuant to Rule 6.12, Ihe abovc named personal representative or the above named attorney, if
applicable, wilhin Iwo (2) years of Ihc dccedcnt's dcalh, and annually thcreafter until administration is
completed, is required to file wilh Ihe Rcgistcr of Wills a Status Rcport as required by Rule 6,12, in
substantially Ihe prescribed form, showing Ihe date by which the personal represcntative, or attorney, as
applicable, reasonably believes administration will be cDmpleled. The purpose of this Notice is to advise
YDU !hat unless !he requisile Slatus Report is filed wilh Ihe Register of Wills or Clerk of Ihe Orphans'
Court, as appropriate, wilhin ten (10) calendar days after Ihe date of Ihis NDtice Ihat Ihe Register of Wills
is required to notify !he Orphans' Court Division, Court of Common Pleas of such delinquency and to
request Ihat said Court conduct a hearing to determine whether sanctions should be imposed upon Ihe
delinquent personal representative and Ihe delinquent personal representalive's counsel, if any,
Accordingly, if !he requisite Status Report is not filed by 11-9.98 , 19_, you are hereby
advised Ihat a request will be submitted tD Ihe Court in accordance with Rule 6.12.
Date: lo.n_QR "-oL.aJu/(JJfl.(_:::V~ )//jJ1/huut /L J-
Deputy Register of Wills / ' I' I<Jf<LUI'
Distribution tD Estate File
I