HomeMy WebLinkAbout96-00793
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I'ETITION H)R I'ROIIATE and GRANT (W LETTERS
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Kc~i'ICf of Willi for II),c
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SIIdll/ SI'.."rily Nil. .-""'- .v.:.<:><"lP_:_'L'1.':Ha.. Cmumonwcallh of I'cnlllylvania
rhc ('clilion or Ihc nl1<le"i~ncd IC'('CClrlllly rcp,c,cnl' Iha" ,n ~
YOIII ('clilioncr\ll, II I III i,/arc 1M yca" of a~c nr,J.lldcr~llhc c\~~ .\)oloxr.:;jJl~Jo.llcL named
inlhc 1'''1 lIill orlhc ahow dcc<'dclIl. .Ialcd .._,...J.Cr(.e..rr\OCc..-3-----' 11}..J~L
"nd codi>iljl) Id_al;d_I:-II-:--JfJ"__.-_._~-'--7~'(l...(i-.ij(I.-I\-.l'-=a~q-s 2-
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DcccndclIl '"'' domidled OIl dcalh in _Cw.n\.be (t~lld_ _ ("od'ly.l>clln'Ylvania,wilh
h.c(_ lall ramily o'A'rilldpal midcncc al _'l5_0I!.\1 ~L..Ron En 0 \0. fa.
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thq 'Ut'\'l. 1111I111'"" ;:nJ 1II1111\'111OIhl)1
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al..._t',D~I.:)O.x....Z,3." - LQ.3J':tJ. JecSJ..r.Fet Sl.lnlmen(cde ~. nlJ"l='l,
E\CCpl ;" "01 11m s. dcccdcnl did nOlmarry, 1"" nol dil'orccd and did nol havc a child bOIll or adopled
aflcr c\cculion of Ihc will ofrcrcd for prob;y~ was nOllhc I'iclim or a killing and 1'011' never adjudicalcd
Hll'Ol1lpl:ll.'lll: ~LI_ .
Dc~cndcnl aI dcalh owncd propcrlY wilh cl'limalcd l'ahlCI 'II' followl':
(If domidled in Pol,) ,\11 pmonal prnpcrly
(11'1101 domicilcd in Pa.) I'cmmal propCrlY in I'cnnlyll'ania
(IInol domidled in Pol.) I'c"onal ('ropcrlY in ("oumy
Va!lll" Hf real -:\tlllC in pcnn...yl\'ania
,ilual&:d tl' fl1l1uw..:
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\\ HEKEHlKE. pClilioncr(,) rClpc~lrully rCqUCII(I)..c.I~CH pmh'Uf of Ihc la" will and codicil(,)
prclcnlcd hcrcwilh and Ihc gram of Iellcrl..-;-3g5:U;llYl~11(l(f
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OATH OF PERSONAL REPRESENTATIVE
COl\lMO~WEALTII OF I'ENNSYLV ANIA I ,
COC~T"" OF CUMBERLAND 1" ,;,j
The pCli1ioIlCl(\) ah(\\'l'.IHlIlH:d "\cart...) or arnrm(\) thai Ihe \WlctnCIII' in Ihe foregoing petition arc
IflU..' ~11t\1 l'orf'l'('l IOlhe hl"l uf the kmm h,'t.Il!l' ami helief of peliliollcr(,) and thm as pcr!rlonal rcprcscn.
latin""') or till' ..hUH' dc~,"l'dc1l1 pctitioncrt\) will wdl and lruly m.lmini,acr the estale uccording tola\\'.
s.'"o'nh' ".'. :,ITirmcd alld. 'lIh"'rihC'I. b~ . -. ()t.u_-KfJ.tA~J.l..-1- '"
hcrOI~ fIl" lhi'p EMBER27TH. ,_. I'~' "r...-tt .'--~--b ..... (J ~.
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r MAIW'C. LfwIs UI'Ci\IcU .___._.__ 2
15- \30- \;;J.:..
No. 71 - 96 - 791
Eslale of
DOR IS J KLI NGER
, Deceased
nECREE 0.' PROBATE ANn GRANT 0.' LETTERS
AND NOW OCTOBER 2, 19~. in considcration of thc pClilion on
Ihc rcvcrsc side hcrcof, salisfaclory proof having bccn prcsclllcd bcforc mc,
IT IS DECREED Ihal the inslrul1Icn1(s) dalcd SEPTEMBER 3, 1977
dcscribed thercin bc admilled to probalc and filc<l of record as (hc lasl will of
DORIS J KLINGER
I ESTAMENTARY
DOLORES (nee KLINGER) ENGLAND
and lellcrs
arc hcreby granted to
~~ l/eftlJ;1) ~[M& /Jla'
o R.gisl" of Will. UO
MARY C. LEWIS
FEES
Probatc, lellcrs, Etc. ..,...... S 18.00
Shon Cerlificates(2) ...,...... S 6.00
Renunciation.,.,.,........., S
X-page 3.0U
JCP S 5.00
TOTAL _ S J?,QO-
Filed ...., O.C,,(OBER .2. ..1996.. .. .. .. . .. .
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
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Mailed letters and order to Executrix on 10-3-96.
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WAnr~ING: It Is iIIeglll 10 aller Ihls copy or to dupllcAlo bV phololtal or pholugraph
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COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF HEAL TIi.VITAL STATISTICS
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I.OCAI. HEmSTHAH'S l'EIlTIFICATION OF 111';,\'1'11
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COlIlIONWEAtTN Of PENNSYLYANIA' OEPARTIIENT OF HEALTH' YITAL RECORDS
CERTIFICATE OF DEATH
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Dor la J. Kllnger
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Count.y, PonnG,yl valda, h;ll1f 01' ::oll!ifl arid d 1 :;1'0;;1 nt: m 1 nd, rll::''lUI"Y arid uuh:n..tand J nIT
o horeby make, publlnh and df:olaro: thl:; my, 1",:;1. \illl :11.'[ T,"'t"~,.!r:I., '",ruby
revokint; all oLhoL' wllln and cucllell:; 1 II r:atlJl'<J tontan,unlaL"j Lv ml, at .~f;:I tlmo
lerutoforlJ made.
f;'lHGT: I lwroby ull'l:<:L n:y K<t::'.:Ul.l'[', Lf:n!iLaftf}[" i;aril:d, to 1'':..1.:. ar:d
kliochargo all my just dobt.u, fU!lural and te:;t.llmt:ti tar:,' tnq,f~!J~jfJ:; a:i ~oon after
y demise as lI1ay be practicable,
SECOND: I Iw!'eby Cive, dovbo, and Lc<p"Jath all tho rr::.t., renldue
nd remainder of my est.ate and propert.y, real, I,or::onal "!id mixed, or whoreso-
vcr situated and w:'atsoovor nature, of which; :nay dle ;.;olzed or posnosned or
o which I may be entitled or of wht": I ma,y havo tho richt to dlnrQ[,,~ at the
ime of my death, abcolutely am, in feo dmpi" foro'/"r to "'y hus.cand, ROfERT A.
IliGER, prOViding that hc does not. dIe on or before tho thi rtl eth (JOt.h) day
ollollin[, my deat.h or predecease me.
THIRD: In the event that my hustand is not 11 vine at. the time of
or In the event that hc and Idle :;im\lltancouslj', or lo'lLhin thirty
and bequcath aU th" rest, reddue and remainder of my
state to my dall{;hter, DOLOHES (nee Klingor) E1;CLArm, of RD #1:3, Carllsle,
umberland County, Pennsylvania.
FOURTH: I herebj. appolnt my husti\nd, ROBEIlT A. h."LIKGER, as Executor
f this my, Last ,IlU and Testament and direct that no bond or suret;.' te required
f him in this or any other ,jurisdiction for fa! Lhflll pcrformance of this office.
FIFTH: [n tho evont that my hllntand, ROBERT A. KLINGER, predeceases
e or for any reason fails to qualify or coanen to act as Executor, I then
ominate, constitlltc, and arrot nt MY tlaurhtcr, DOLOHES (nee Kl! ngor) EiiGLAND,
f RD #8, Carll:.;l", CU/llh)rlaJ;d COllllty, Ff!nll"yivania, t.o HcL "3 EXf!clItrtx of
PAGE 1 or 2 FAGES
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21 . 96 - 793
REGISTER 0'" WILLS 010' COUNTY /
OATil <w sUnSCRUUNG WITNESS
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~ codicil
(each) 0 subscribing 11f~" to th,' will f1re,ented herewit . each) being dnly qualified according to
law, depo,c(s) and sayl') at __------ c__--c----c.--.-- f1,e,ent and saw
the testat ' sign the ,ame d that ___.__..-- ,igned a' a witne" at the
request of testat_ in 11_ P 'nee and (In the f1re,cncc of each other) lin the f1re,ence of lhe
other subscribing witnc"le,)),
Sworn to or affirmed on ,ubscribed bcrure~"
me this d:IY of """"'-...
19_ '
"'-........... lAddie")
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(Name)
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REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
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Gnu
(each) a subscriber hereto. (each)' cing duly qualified according to law, deposc(s) an sayls) that
THEY ARE familiar with the signature of DDR IS,] KI I NGFR
MdI~~
will
that
THEY
DOR 1 S J KLI NGER
presented herewith and
xmKi~
believe, the signature on the will Is in the handwriling or
testatBlL of ~*X:QX~\V.lO(m&lL'lll\~X~ilitX..x:XXl'd\ the
.
,
,
Sworn to or affirmed and subscribed before
me this 27TH day of
9/96
knowledge and belief.
to the best of THE I R
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1.03
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CERTIFICATION OF NOTICE UNDER HIJl.F. 5.6 ( al
Name of Decedent:--IlDR.15 ;j r< L I }.)G~t2
Date of Deathl Sr;.PTF-r)1fJER J..:J/ /11?
Will No. /11 t. (!{J 793 Admin. No, .~ J q 1.-. (1713
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To the Regislerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
I/), - .17- if,:
,
Address
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SL{rnnJl~lZ.tJ/JLG, PfJ- / 7b 13
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tJ: (Un --k>L. 0l17y nt1C- fldmd }J -f/u:JJ,-;!j
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
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Signature
Name DM.ORES f)JJJ.1 6J(/IAI-l D
AddresslJ(J !3ox .;{Jt. /t!3Y1/I/t1,5/.
:;{l/hrN.-nlJe.. Ptf, / 7093
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Telephone ( 117) 13.). t, 13 1
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Capacity:
Personal Representative
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NOTICF. OF IlF.NF.~~IS~!AI.__~~TF~RF.ST I~__ ~';~TAn:
'97BEJtQRf\' THI:: :Rt.GI STF.R OF WI r.r.S, COUNTY O~. ('dlf1f!Ej!I.AIJD, PEIINSYINAIIIA
In re Es lal~ 0 I _120 (~ J:~~,..::L..}~~-=-:~.t,J('~ R. __._., de<:eilsud,
g~:Ko ." J/ C) (,-" 0 ( {o 7CJ.!L
TO ,_llcJ..=o R E'!__A"-!.Il.E. J)[;/ Ul t:-} f) ____ (bene fie i MY)
le:-) b1'I.llc.r ~~'\'rr't..~i.~~_~ (address)
S L.l n'\ m ~ aJa.(c"J_-th, I " () '1.3___.._.__._
Please take notice oi thl! death o( duced"nt and the grant of
letters to the personal reprusentatlve(s) named below, You may have
a beneficial interest in the eslate as (allows:
])(.ill.~ E~; A I-J t-i E tJC.,.L;( IJ./)
(if additional space is needed, use back of page)
Name of decedent--1)O 1\ IS' S. 1-<' LI.tJGE R
Last known address. 11)- O~Lv....eLRoocL.___
of decedent EhQkL'r--f2e . I].QJS
Date of death SEPTelV\~-- aa.I~-n_
Place of death 103 fvl"ler Sf-reet SWI1Merd-kR1. 110'13 'O~3tc
l' o. Bot. .:l3("
County of grant of origind letters LUfrl(lERJJ.\UD
Decedent died ~est.at.! __ intestate.
A copy of the will _ is ,/ is not attact.ed.
Name(s), address(es) and telephone number(s) of all personal
representatives appointed
Name
~or-e.~ Af\(, En:Y(l.n(~
Address
PD. (SO/" ,.lJL,_
c. \ (J
. Jl.unrneCc!CI e./1 Pi
Telephone
13:;J. (., /3 I
170'l~
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will
....
....
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I S-- /)(1 -
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
9.'~'~
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(OMMOt~WI"\114 01 ""II\1\VA'l'"
OI,,,I1MI....IOI l!vllHII
01" UON)l
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I X 1 Otloinol R.lurn
[OJ.c l,mil.d ("01. Ao f~I...'" I"'."." (oml'"jm""
1101 dnl", of d.ulh ,,11.1 1111 !l11
rJ<l b O.c.d,n' Died 1"'01. J O.,.d,,"' MnH'lII),""d (1 l..,"tJ 1,..."
(Alla(h copy 01 W.1I1 (AlIlIlh (OP,. 011Iu"1
ALL CORRESPONDENCE AND CONFIDENTI-AL -YA-XINFORMATION SHOULD liE DIRECTED YOi- -.-.. - --, - -. --- ---,-
____~'O__.__~_. _'.~_'_ __":- .~, ,___.__.__u_ --..----.-.~--_._--------
:'jll"'lIl,..I",'I,,,"[J'{.ll'\
\IX i'''', !tH,utlft '4ultoltll
210-2h-77MI
,.,..",.....'II\"....,..._.V..","\.....'
.".",.",..:.".,,-.
1 ~"'IJI'I"m.."'ul 51.,,,1"
NAMI
SUSlln II. Confnlr
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IHI'HONI Nu""ill
I 71 7 J=_~_~3:-)2~B3
1. R,ol !s10" IS,h.d,l. Al I I I
2. Sloc~' Gnd Bond, (Schedule Bl ( 11
3. (Io"ly Held Slock/Porlne"hip Int.,,,t (Sch.dule CJ I J I
~. Mortgage. and No,., Receivoble ISch,dul. 01 I A )
.5. Cosh, Bonk Oepos." & Mi",lIaneou, p.llonDI Prop."'Y I ~ I
IS,h.d,l. EI
6. Jointly O.....n.d Property (Schedule FI I b I
7, IrO""'" IS,h.d,l. GIIS,h.d,I, l) 171
8. Tolol Gron Auall (Ialollin.. 1.71
9. Funerol expen".. Adminisfroli... CO\h. M'IUllloneo...I I Q J
Expense. (Sch,dule HI
10. Oebh. Mortgage liobililil\, lie", 15chedul. II 110)
11. Total Deduction, (lolollin" Q & 101
12. Net Volue of Eslote (line 8 minuI line II)
13. Charitabl. and Go....rnm.ntal Beque\h (Schedule J)
Net Value Subject 10 la.IUne 12 min_~~!~~~_~~L___
Spoulol Tron,fe,. (for dol" 01 d,alh oher 6.30.9.4'
See Ins'ructions for Ar,plicoble Percentage on R....e". t I ~l
Side. (Indud. "'011,18\ rom Schedule K or Schedule M I
Amount ollin. 14 lo.oble 01 b% rol. 11 6}
(Include wo1u., from Schedule K or Schedule M 1
Amount 01 line 14 to.loblo 01 1.5% fat. (17)
Ilndude valu., from Sch.dul. K Of Sch.dule M 1
Principal 10'" due (Add to... from line, 15. 16 and 17 I
Cr.dih Spousol PO....fly C,.dil Prior Po)'mf!nh
+
14.
15.
16,
17,
..
..
;:: lB.
.
~ 19.
:>
0.
:E
..
u
>< 20.
.
~
21.
.01 OAIU O' OIAIH Anll 12/3119. CHICK HIlI
" A SPOUSAL
POYII" CliO" IS CIAIMIO
1111 HUM.II
..2i
(()ljP," ((JlJf
( /(1
" All
(( /(/;;
PHJMlflJ
U;'il""".,..;,'li.:/f"'\
,I"" """
I', llllvl'r Hnild
1:11111.1. 1''\ I/04~ r)
C\ll1Ih,'f 1.1I1t1
~~ - I .'. - ,:.
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".' ..' I .. i. _ ~1I - I. j '. ,.- , '," '.
J R.m'I,"d., P.'uHI
(10' do'.' 01 d'l]l~ Jl"u' to 11 1)81)
~ '.d.'ol [1'01. To. 1l"'ulfI RequI,.d
1...'8
II)IUI t4u",b.r 01 ~al. O.po',1 60'"
ih'a~~l.'r t. Adler, I'.C.
~ III ~Iarkcl Sl rccl
Clmp 11111, 1''\ 11011
7:',':;.0.OU
12. YJH. 7')
I B 1
!l7.7!l!l.79
I] ,21.5.14
Y. J/tY ,52
2~,)94.66
h5,194.13
o
6;', 194. LJ
(III
(II)
(131
(1'1
. .
65.191,. I J
),911.65
110; 06.
.. 15 =
(lB:
'J.91I.h5
O'Hol,mt
Inl~II'"
+
(19)
1/01
If line 19 is greol.r Ihan line 18. .nler Ih. diff.r.nce on l1fl. 10 nil' i, Ihe OVERPAYMENT.
a o...:rn""'II.a."'.I'l'.'1I ....I.l.r.IUhl!...'-Inr.T:Ir.I"'.'I'I.'I.'.I-II~'I"I J.I
3.911.65
1/11
IlIAI
1l18)
J.911.h5
If line 18 is grooter than line 19. ent.r ,he difference on line 11 lhi, I\lh.. TAX DUE.
A. Enler Ihe inlereU on the bolance du, on line 11 A
8. Enl., ,h.lolal of line 21 and 21A on line 118 1hi, is the BALANCE DUE.
Malc~ Che~ll Payobl. to: R.!_~II.I." _~~_~~_~I~. A:g.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANO TO RECHECK MATH 00( 00( .
Under penalties of perju'y, I dedore,hall ho..." elomined Ihi, relu,n, Incl~~ng o;~;;-~;~;;;;~-;:h~-ti~i;~d-;;';;;';"h. and 10 Ihe b",' of my J.no....f"dgt' nnd bt'l,ef.
i, is lru., corred and complete. I dedo,e thol 011 '.01 &,101. hen been ,rpo,lerf 01 If V" mm~(!1 ,nlu" O"dorUl,on 01'""$101'" olhe' Ihon lht' Pl"'O"Ol't'pU!\enIOI,ye 'I
based on 011 information of which prepare. hOl any ~no.....led91l
~'O"A1U'~ ""'6NiE'O"'c~~";:;l'I"j.r;tiQt~j~,P0f3C1_J'3()L,,__t"I~((.P.1 "":, .,}(.,' (/7
!I tl u'l 01 PI" 'I ~H II .t!lltl'''l'\I'. "ll-lil~'" t( (, ,n 13"' J [''''1/
________ _ 7-7,/11/ {(lLL,/)- /!I:,;lf,;,rY 'Hlt-kl/ L -;; <;7
L
Act .48 of 1994 provld.. for Ih. r.ductlon of Ih. lox ral..lmpol.d on the n.I valu. of Iran.f.n 10 or for
Ih. u.. of Ih. .pou... Th. ralu a. pr..crlb.d by Ih. slatul. will b.:
. 3~ (.03) will b. appllcabl. for ..101.. of d.c.d.nll dying on or ah.r 7/1/94 and b.for. 1/1/96
. 2~ (.02) will b. appllcabl. for .1101.. of d.c.d.nll dying on or alt.r 1/1/96 and b.far. 1/1/97
. 1~ (.01) will b. appllcabl. for ..101.. of d.c.d.nll dying on or ah.r 1/1/97 and b.for. 1/1/98
. Spou.al tranal.r. occurring an or ah.r 1/1/98 will b. ...mpl from Inh.rllanc. lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS.
I. Did decadent make a transfer and:
,n i~l
a. rate'" th, ')Ie or income 01 the proparty tranllerred, .....................,..............,..................
b, retain the right to delignate who Ihall ule the property tronlferred or itl income, ...............
IX
I
c. retain a reversionary intarelt; or ...................................................................................
I
d. raceiva tha prornisa lor Iile alaither payments, benelitl ar care' ....................................... ~"i-
2. II daath occurred on or belora Decamber 12, 1982, did dacedent within two yeors praceding
daath transfer property without receiving adequote consideration' If daoth occurrad ollar
Dacember 12, 1982, did decedent transler property within one yaar 01 death without receiving
adequote considerotion' .............,....,.....,...................,.......,.,..................,.,.............,..,......
i
I
I'\.
3, Did decedent own an 'in trult lor' bank account ot his or her deoth"-....................................
i
I
Ii
~
...- .-'"<"(
o !"IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUSTCOMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
l-
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n~
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,
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a:
r-
p\ ~::;
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~ SCHEDULE H
~ FUNERAL EXPENSES,
CQMMOHW'Al'" 0' PlNH"''''''' ADMINISTRATIVE COSTS AND
IH~:~:~t~5'D\,~,pJm'H MISCELLANEOUS EXPENSES Pl.a.. Print or Tvp.
iSTATE OF . ------ . - -- - . fAil NUMBER . . --
_____ ~~~~_~_KI.IN~:~_____________________.J__.___.______ __n
ITEM
NUMBER
11..."111" 1'''1
DESCRIPTION
AMOUNT
A. Fuo.ral Exp.nu"
----------,----------_._'_..~._-,._-_.~._-_._-----_..-.----- -----..-----
1.
B.
1.
2,
3,
4,
C.
1.
2.
3.
4.
5.
6.
7.
8.
Sullivan Funeral Home
Funeral Reception Fee
Woodlown Memorial Gordens
$ 4,061.30
50.00
555.00
Admlnl.tratlv. Ca.t"
Personal Representative Commissions
Social Security Numbor of Porsonol Roprosontotivo:
Year Commissions paid
Atlornoy Foes
Reager & Adler, P.C.
Family Exemption
Claimant
Addre.. of Cloimonl 01 decodonl's death
Streel Addre..
300.00
Relationship
City
Stoto
Zip Code
Probate Fees
Register of Wills - Cumberland County
Mlsc.llan.au. Expens..,
32.00
Register of Wills - Inventory & Inheritance Tax Filing
Copies & Postage
25.00
28.25
Cumberlond Low Journal - Advertisement
60.00
The Sentinel - Advertisement
51.71
The Guide - Advertisement
60.10
Register of Wills - Additional Short Certificates
6.00
Home Depot - to prepare home for sale - light bulbs. ports to
repair broken fixtures, etc.
Transfer tax on Real Estate
78.56
752.50
TOTAL (Also entor on line 9. Rocopitulotion)
S 1 J, 21,5. II,
(II more .pac. I. n..ded, In..rt addltlonal.h.." of .am. silO.)
I. . .
1I....un 'It IHTI
L_
J
'*
COMMONWC"ltH OJ ,INN"I..."NI"
INHunaNe. ta. .nU'N
II~OIN' DlelDINI
SCHEDULE J
BENEFICIARIES
FILE NUMBER
ESTATE OF
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1.
A. Taxabl. B.qu..II:
Dolores Englond
103 Millcr Strcct
Surnmcrdolc. PA 17093
Dnughtcr
100%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitabl. and Go....rnm.nlal B.quesh:
1.
TOTAL CHARITABLE ANO GOVERNMENTAL BEQUESTS (Also enter on line 13. Recapitulation) S
(If mar. .poc. I. n..d.d, In..'' additional .hut. of .om. .1..)
IS / J(I - I.i
SU~(AU Of INDIVIDUAL IAX!I
U..IU1AN([ 111 DIVIIION
orp,. ,.....
IlUlltlllRtG. PI lIUI.O"1
COHHONWEALTH OF PENNSVLVANIA
DEPARTHENT OF REVENUE
c~
NOIlCE or INIIUITANC! lAX
APP~AISEHINI, AllOWANCE O~ DISAllOWANCE
Of DEDUCIIOHI AHD ASS!SSHEHI or lAX
SUSAN H CONFAIR
REAGER a ADLER
2331 MARKET ST
CAHP HILL
DAT!
!STATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17011
06 - 3D - 9/
KL I NOER
09-22-96
21 96-0793
CUMBERLAND
101
A.GUnI ~_lll.d
*
'It Itd,..., 11t'"
DORIS
J
MAKE CHECK PAVABLE AND REHIT PAVHENT TOl
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REY:i5'47"Ex-"FP-iiii-:9iT"iioi'-icE--ciF-YtiHEiiiTiiNcE-i:iiin,-piiiiliisEHENi'-;-"i:Lciiiiiifci-bii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF KLINGER DORIS J FILE NO. 21 96-0793 ACN 101 DATE 06-30-97
TAX RETURN WAS I I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. ISch.dul. A) III
2. stocke end Bond. (Sch.dule B) 121
3. Clos.ly Held stock/Partnership Inter'lt (Schedule C) (3)
4. Hortgag../Not.. Rlceivabl. (Schedule D) (4)
s. C..h/Bank Deposita/Hllc. Perlon.l Property (Schedule E) IS)
6. Jointly Owned Prop.rty (Sch.dul. FI (6)
7. Tron.f.r. (Sch.dul. 01 (7)
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expln.../Ad.. COlts/HiIC. EXPln... (Schedul. H) (9)
10. D.bt./Hortg.g. Llabllltl../ll.n. (Sch.dul. I) (101
11. Tot.l D.ductlon.
12. Net V.lu. of Tlx R.turn
13. Chlrltable/Govlrn..nt.l alqullt. (Schedule J)
14. N.t V.lue of E.t.t. Subj.ct to T.x
I CHANGED
75.250.00
.00
.00
.00
12.538,79
,DO
.00
(a)
13,245,14
9.349.52
(11)
(12)
(13)
(14)
HOTEl To lnsu,.. p,.oper
c,..cu t to you,. KCount I
.ubolt tho upper portion
of thla fa,.. with you,.
tax pa)'llWlt.
87,788.79
'n.~Q4 66
65.194.13
.00
65,194.13
If an assassmant was issuad pravious1y, 1inas 14, IS and/or 16, 17 and 18 Ni11
rBflact figuras that inc1uda tha total of abh raturns assassed to data.
ASSESSHENT OF TAX:
15. Aeount of Lln. 14 .t Spou..l r.t. 1151
16. Aeount of Line 14 t.xabl. .t Lln..l/Cl... A r.t. (16)
17. Aeount of Line 14 taxabl. .t Coll.t.r.l/Cl... B r.t. (17)
18. PrlncJp.l Tox Duo
NOTE:
TAX CREDITS:
PAYIlENT
DATE
04-07-97
RECEIPT
NUHBER
AA185361
DISCOUNT (t)
INTEREST/PEH PAID (-)
.00
.00 X,OO.
65,194.13 x .06.
.00 X . IS,.
l1a)
AIl0UHT PAID
3,911.65
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE IHDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDHAl IHTEREST.
.00
3,911.65
,00
3,911.65
3,911.65
.00
.00
.00
I IF TOTAL DUE IS lESS THAH .1, NO PAYIlENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VOU KAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH fO~ INSTRUCTIONS. I
"T
C'-l
0':'
'-:"\
~~
00
RESERVATIONI E.,.t., of decedent. dying on or bafor. Dec.~r 12, 19" .- If ~y future In'.r..t In the ..t.,. I. .,.nl,.rred
In po.....1on or enJo~ent to Cl,.. I (coll,'.r,ll b~'lcl.rl.. of the dlcadent .ft,r the ..plratlon of .,y I.t.,. for
llf. or for ya.r., the Co.-onw..lth herebv ..pr..tly r...rvI' the right to appral.. .nd ...... trent,.r tnn.rltenca t....
at the lawful el... I (eatht,r.U rab on .,y .ueh future Int.,..,.
PUIlPO$E 1lF
NOTlCEI To fulfill the raqulreHnts of Section urea of the Inherlt."cl ..s E,bt, Ta. Act, Act 21 of 1995. (ll P.S.
Section 9140).
PA'ntEHTI Detech the top portion of this NoUn end ,ubIllt with YOUr' PIYHnt to the Aqht,r 0' Willi prlntlld on the nv.," I1de.
--pteka check or IIOMY orcHIr pIyeb1t tal REGISTER OF MILLS, AGENT
REf'1JHD (CA). A ,.'und of . tllX credit, which .... not requ..tld on the T.. Rlturn, ..y be nqu..ted by co..,hUng lift -application
for A.~ of penn.Ylvanla Inhtrltanc. end E.t.t. T.." (REV-l'l'). Appllc.tlon. .r. .vallabl. .t the Offlc.
of the RIol.tar of Will., any of the Z' R.venue DI.trlct Offlc.', or b~ c.lllng the .peel.l Z~.hour
an.werlng ..rvlc. nueber. far far.. ord.rlnOI In Penn.ylvanl. 1.laa-36Z.Zasa, aut.ld. Penn'Ylvanl. end
Nlthln loc.l HarrisbUrg .r.. (717) 717.la94, TDDI (717) 772.ZZSZ lHearlng I~alr.d only).
OBJECTIONS I Any p.rtv In Int.r..t not .atl.fled Nlth the appr.l.a.ent, allowance or dl.allowance of deduction" or ......eent
of tex (Including dl.count or Int.r..t) .. shown on thl_ Notlc. .u.t ObJ.ct within .I.ty (6a) day. of rec.lpt of
this Notlu b~1
..Nrltten prot..t to the PA Depart.ant of R.v.nue, Bo.rd of appe.I., Dept. ZllaZl, H.rrl.bUrg, PA 17IZI.laZl, OR
.-alectlon to hIIv. the ..U.r ct.t.reIMd .t audit of the ItCCCK.W\t of the per.DnIIl rltPr..anhtlv., OR
__appI.1 to the Orphan.' Court.
AllHIN
ISTRAlIVE
CORRECTIONS I
FRW.l errors discovered on this .........,t shoUld b. eddrl..ed In writing tal PA Deperteent of RIIY.....,
Bur.BY of Indlvl~1 T...., ATTNI Pa.t ,......ent R.vlew unit, Dept. Zla6al, H.rrl.bUrg, Pi 171ZI-06al
PhoM (7l7l 781-65aS. Se. page 5 of thl! booklet "In.tructlon. far Inhlrltenc. fl. R.turn for. R..hS.nt
Decedent" (REY-lsal) for an ..planatlon of edelnl.tr.tlv.ly correctable .rror..
DISCDUNT I
If any tex due I, p.ld Nlthln thr.. (3) calend.r .onthl .ftar the decldent'. d..th, a flva percant IS~) dlacount of
U. tax p.ld Is allowed.
PDtALrtl
The 15% tax ......tY non-pertlclp.tlon penaltY Is cCMIPUted on the tot.1 of thl tax end Inter..t ......ed, end not
p.ld "fore Jlf"lUlry 11, 1996, the first dav after thl; end of the t.. ..,..ty period. Thll non-pertlclp.tlon
.......lty II appe.labl. In the .... unMr end In the the ..... tI.. period .. vou would appe.l the to end Inter..t
thIIt h.. bMn ....ued al Indluted on this notlc..
INmtESTI
Inter..t II charged bealnnlng ..Ith flr.t dav of dellnquencv, or nine (9) .onthl end OM (11 day frOll the data of
death, to the data of P'YHf'It. T.... which btc... d.l1nquMt before Jenuery 1, l'IZ be.r Inter..t .t the nt. of
,he (6X) percent per ~ cllcuhted .t a d.lly rat. of .GOOl64. All tau. which bee... ct.l1nquent on and .fhr
Jenuery 1, l'IZ ..Ill be.r Int.r..t .t . r.t. which ..Ill v.ry 'roe c.lendar y..r to c.land.r ya.r ..Ith that rat.
~ed by thl Pi o.plrt..nt of R.venue. The appllcabl. Int.r..t rat.. for l'IZ through 1991 ar.1
!!!! Inbr..t Rab Dallv Int.r.st Fectar !!!! Int.r..t Rita Dallv Inter..t Fectar
l'IZ 2GX .UOS41 1981 9X .DDD2U
1915 161 .ODDUI 1981-1991 IIX .DUsal
19" IIX .DOasal 1992 9X .DDD2U
1985 I>X .aD05S6 .99'-1994 n .DDU9Z
1916 I'X .DDDZ1~ 1995-1997 9X .DDOZO
."I""r..t I. c.lcul.t.d .. foUu..s.
IKTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. Issued aft.r the taM blea..' delinquent ..Ill r.'I.ct an Inter..t calcul.tlon to ,Iftean (15) daVI
beYond ttw da'. of tM ........"t. 11 papant II IIda aft.,. the Inter'" COlPUt.tlon date IhoWl on the
Notlc., addltlonsl 1nt.r..t lU.t be c.lculated.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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within II an inv.ntory mado by . .-- ' , th. said
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tho Commonwealth 01 P.nn.ylv.nia, and th.t tho liguro. oppo.it. o.ch it.m 01 tho Inv.ntory r.pr...nt It's I.ir v.lu.
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103 Hiller Street
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INSTRUCTIONS
I. An invontory must b. liI.d within thr.o month. alt.r .ppointm.nt 01 porson.1 r.pr.s.otativ..
2. A suppl.m.nt invontory must ba liIad within thirty d.y. 01 discovary 01 additional ....ts.
3. Additionalsh..ts m.y ba .ttachod .s to porson.lty or raalty
4. S.. Articl.IV, Fiduci.ries Act 0/1949.
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4. Personal Property
PA 1702'; 7",2"0 )(J
10,100 .S
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200 JO
TOTAL ESTATE tl6,400 I.S
I. Reol Property located at 75 Oliver Rood. Enolll,
2. Time Worner Employees Stock Ownership "Inn
3. 1984 Chevrolet Celebrity
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STATUS HErOlIT UNIJE~ HUI,t: 6 .J~
Name of Decedent:-Dnil'-, ,J~i;_[
Date of Death:~}xJr r}..2,WJ..
Will No. /qq!p.. n01..9~ Admin. No. ,QI'?(t'~ O'rJ3
pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 1 report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
ves+- 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 .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative s)(te an
account informally to the parties in interest? Ves 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.
Date:
(~~+~)lq91
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.L~ud C/ ~~
Signature
.Dolores A- fno\J Qnd
Name (Please type print)
1'lJ' BOA:J3i <; Immr'({We.. f11.17013
Address /
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Te 1. No.
Capacity: ~personal Representative
Counsel for personal
representative
(HAH:rmf/AM3)