HomeMy WebLinkAbout96-00862
Nu.
21 - Q6 - 862
Eslll1e of
(UlNA ~'. 1l00HNSON
, Decellsed
DECREE OF IlUOBATE AND GRANT OF LETTERS
AND NOW OCTOBER 2? 19~, In conllderallon of Ihe pellllon on
Ihe reverse Ilde hereof, salllfaClory proof having been prelenled before me,
IT IS DECREED .hallhe Inlllumenl(l) daled March 22, ] 994
delcrlbed Ihereln be admllled to pro bale and filed of record allhe lasl will o'f
R~na F. Robinson
T~stam~ntarv
Shir1~v E, F1anaqan
and Lellers
arc hereby lIranled 10
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FEES
MARY CLEWIS
Ralph H. Wright. Jr. (56113)
ATTORNEY ISup. Ct. 1.0. No,)
Johnson. Duffi~. St~wart & Weidner
301 Mark~t St,. P. O. Box 109
ADDRESS Lenoyne. PA 17043-0109
(717) 761-4540
Probate, Lellers, EIC, ",.".., S
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COMMONWEALTN OF PENNSYLVANIA' OEPARTMENT OF NEALTN . VITAL RECOROS
CERTIFICATE OF DEATH
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RENA 1'. ROBINSON
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I, RENA [1, ROBINSON, 01 I,ower Allen Townshll" Cumberlitnd Count.y, Pennsylvania,
'declare this to be my last will and revoke any will previously made by me.
ITEM I. I direct that all my just debts and funeral expenses. including my
gravemarker and all expenses 01 my last illness. and any and all taxes and assessments
imposed by any governmental body as a result of my death. whet.her on property passing
under this will or otherwise. shall be paid from my residuary estate as soon as practi-
cable after my decease as a part of the expense of the administration of my estate,
ITIDl II, I give and bequeath all of my household goods, automobiles. jewelry. and
"
all other articles of household and personal use, equipment and ornament. together with
"
,i all Insurance thereon and relating theret.o. to the FIRST CIIRISTIAN CIIURCH. DISCIPI,ES OF
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'ICHRIST, of 442 Hummel Avenue, Lemoyne, Pennsylvania,
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'i ITEM HI. I give, devise, and "eC(lwath all t.Iw rent. residue. and remainder of my
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~possesslons and estate of every nature and wherever situate t.o the FIRST CIIRISTIAN
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~CHURCII, DISCIPLES OF CIIRIST. o[ 442 lIummel Avenue, I,emoyne. Pennsylvania.
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~ ITEM IV. I aPlloint my [riend. SIfTRI,EY E. Fl,ANAGAN, of Camp lIill. Pennsylvania,
~ ii executrix of this my last wil1. Should t.he said Shirley E. Flanagan I'redecease me or
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~! ::::;::s:E::~: :~ ~~:::I:~ ::1 ~e:;e M::h::;::,,::::g ~x::~::~: V::i ::11 :x::u:::t 0;1 :I::S I my last
.~!Will. Should the said George A, Vaughn. III. prede~ease me or otherwise fail to
~ qualify or cease to serve an executor of t.his my last wi 11. I appoint SAMUEl. L. ANDES,
~'of Camp Hill, Pennsylvania. executor o[ t.hin my lant will.
~'
ITEM V. In addition to t.he other powers and authorities grant.ed to my personal
~. representatives by Pennsylvania law and by the other terms and provisions of this will.
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I.IV.UOO IX+ I"'~'I r
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COMMONW(AlTH Of P(NN5YlVANIA
D(PAUMfNT Of RfV(NU[
DfPY.7I0601
HAUISIURG. PA '''''..0601
DtCtDINI'~ NAM! IlAn. '11~I. AND Ml00H INITIAll
ROBINSON, RENA F.
~OCIAl ~(CU'I'" NUMIU
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fOR DATES Of OIATH AnU 12131191 CHICKHU
If A SPOUSAL
POVUTY CRIOIT 15 CLAIMIO 0
fill NUMBlR
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FilED IN DUPLICATE
WITH REGISTER OF WillS)
21
COUNTY CODE
96
YEAR
0862
NUMBE
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DICtDIN"~ COMPUIt AOOUU
l3ethany Village
325 Wesley Drive
Mechanicsbur , PA
COYIII ..
17055
DAn Of DIAl"
DAn 0' IIIIH
11/14/06
049-12-8149
10/6/96
11' "HI("lll,IU'YIYIJotO l'oun'IJot""'II\"". hllf ""'D ..IOCIII"'ITI"ij
AMOUNT RtCtlVtD tUt IN!iIlUClION~1
,...
:315
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19 1. Original Relurn
o A. lImiled Ellole 0 Aa. future 1nlerell Compromise
I'or do... 01 deo.h oher 12.12.B2)
KJ 6. Oec.denl Died T.llole 0 7. Decedenl Maintained 0 liying TrUll
(Alloch copy 01 Will) (Alloch copy 01 Trull)
ALL CORRESPONDENCE ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Nol.M! CO""lln ""AILING ADD!(J\ .
Ralph II. Wright, Jr., Esquire Jonnson, DuU1C, Stewart & WeIdner
"'''"ON' NUM'" 301 Market St., P. O. !lox 109
761-4540 Lemoyne, PA 17043-0109
o 2. Supple menial Relurn
o 3. Remainder Relurn
(lor dolll 01 d.o.h prio, 10 12.13.B;
o S. Federal Ellol. Tax R.turn R.quired
_ 8. Tola1 Numb., of Soft O.polll Boul
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1. Reol E..o.e (Schedul. Al (1 I
2. Slock. ond Bond. (Schedul. B) (2 I 11 . 045 . 08
3. ClolOly H.ld S.ockJPortn",Mp In'"e.' (Schedule C) ( 3 )
A. Mortgog" ond No." Receivable (Schedule D) (A I
5. Ca,h, Bonk Depo.i" & Mi"elloneou. Peraonol Properly ( 5 I 38 , 689 . 07
(Sch.dule E)
6. Join'ly Owned Prop.rty (Schedul. F) (61
7. Tron,ler. (Sch.dul. G) (Schedul.l) 171
9. Tolol Groll Anoll (lolollinel 1.7)
9. Funeral e.penles. Adminislrotiye COlli, Milcellaneoul (9)
Expen." (Schedul. H)
10. D.b", Mortgoge liobili.iel, lie.. (Schedule II (10)
11. To.ol Deduction. ('0'01 LinOl 9 & 10)
12. Net Valuo of Ellale (line 9 minulline 11)
13. Charitable and Governmental Bequelts (Schedule J)
U. Net Value Subject 10 Tax lline 12 minul Line 13}
15. Spoulol Tron.l", (lor do." 01 d.olh oher 6.30.941
See Inlfructions for Applicable Percenlage on Reverse (15)
Side. (Include yolu'l from Schedule K or Schedule M.I
16. Amounl 01 line 1A 'o.obl. 01 6% role (16)
(Include value I from Schedule K or Schedule M.)
17. Amounl 01 line 1A lo.obl. 0' 15% role (17)
(Include values from Schedule K or Schedule M.)
18. Principol.o. due (Add 10. Irom Un" IS, 16 ond 17,)
19. Cr,diU Spoulal Poverty Credit Prior Paymen's Dilcount
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(20)
20. 'f line 19 is greoler than line 18, enler Ih. difference on line 20. This is Ihe OVERPAYMENT.
1i10
Check here if you OIC requesting a refund of your overpayment_
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21. If line 18 is grealer than line 19, enter Ih. difference on line 21. This h the TAX DUE.
A. Enler the inlerlll on Ih. balance due on line 21A.
B. Enl".he '0'01 ollin. 21 ond 21A on line 218, Thi. i.,h. BALANCE DUE.
Make Checle Payabl. tOI R.ghl., of Willi, Ag.nt
(21)
(21A)
(21B)
I '. .. . c.;., ,CC.." ",' >- >. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. -<(, -<(:;~ _~"'.~:::'.
~~d,r penahiel of pit jury. I declar. thai I hove ell:omined thil relurn. including occomponring Ichedulel and IlotemenU. and to the belt of my howl,dg. ond b,li
'bill trdue. carr'd and complele. I declare that 011 real eltole hal bun nported at true morhl value. Declaration of preparer other Ihon Ihe pltlonol r'preunlalive
01. on alllnrormolian of .....hich preparer 1101 any ~na.....ledge.
~IG~~'UII 0' PI~~O~lp~ONSIIU 'Ol "u~p l[lUltN , AOD.U~ 1513 Car11s1c Hood OAt(
':" (t, f,' "",.'~" ",,' "'" "N Hill PA 17011 I /11 fi'!
, ,''v, 'DO"''' 301 Market St., P. 0_ llox DA11
T.cnn PA 17043-01 09 Pr.... .J'" I ~~ 7
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Prin' or ~
FILE NUMBER
21-96-0862
~:~:~(\
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COMMONWEALTH Of PfNNSYlVANIA
INHlllfANCI TAX UTUIN
IISIDIHT DICIDIHT
ESTATE OF
ROllINSON, RENA F,
(All property Jolntly.own,d with the RIght of S"rvlvouhfp mu" b. dlul'I.d on 5ch.dul. FI
N~~~ER DESCRIPTION
VALUE AT
DATE OF DEATH
1. Illue Cross/Blue Shield - premium refund
2. Bell Atlantic - PA - refund
3. Bethany Towers - security deposit refund
4. General Accident Insurance - premium refund
5, Cash in decedent's possession
6. Cash - sale of some personal items (jacket & purse)
7, Jewelry - Appraised value - copy of appraisal attached:
Plain wedding band, 14kt yellow gold
Pair of plain earring jackets
Neckchain, 18kt yellow gold
Bracelet, 14kt yellow gold
Neckchain, 14kt yellow gold
Diamond earrings, 14 kt yellow gold
Lady's diamond ring, 18kt white gold
Lady's diamond platinum wedding band with 45
single cut diamonds
Lady's diamond ring, 10% irridium platinum - 4 single
diamonds
Lady's diamond ring, 14kt yellow and white gold
with a brilliant cut diamond - l,27ct.
8, Harris Savings Bank - Savings Account No. 04-60-001532
date of death balance, plus accrued interest
9, Harris Savings Bank - Checking Account No. 04-00010555
date of death balance, plus accrued interest
10, Fulton Bank - Certificate of Depoait No. 222-0070372
date of death balance, plus accrued interest
11, Dauphin Deposit Bank & Trust ComJJ1lny - Certificate No.
8100657297 - balance plus accrued interest
12, Dauphin Deposit Bank & Trust Canpany - Checking Acct, No.
0072267402 - date of death balance
13, Financial Trust Corp. - Certificate No, 117379
date of death balance, plus accrued interest
14. Financial Trust Corp. - Certificate No. 117880
date of death balance, plus accrued interest
15. Financial Trust Corp, - Certificate No, 117943
date of death balance, plus accrued interest
196.10
1.32
53,59
29.98
46.75
20.00
14.83
6,18
47.04
2.50
7.55
590.00
85.00
65.00
835,00
3,640,00
4,901.54
100.30
5,024,97
5,008.65
607,70
5,200,73
7,021.44
5,182.90
TOTAL Also enler on line 5, Reca itulatian) S
38,689.07
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(Anach additional 8~. )( 11" ,h",. jf more SpOCI I, n..d.d.1
737-8024
2129 Market Street
Box 481
Camp Hill, PA 17011
INC.
Volumetric calculations are approximate, based on estimated
measurements. The actual weight of any stone(s) can be
considerably different than the estimate by formula.
When items are marked with the fineness of the metal, the
appraised value is based on that marking unless otherwise stated.
When there is no marking on the item, the method used to estimate
the metal content is the nature and appearance of the material
as well as any testing as noted.
These pieces have been examined without the stone(s) being
removed from their settings and are appraised on that basis.
This is a fair market value at which the property would change
hands between a willing buyer and willing seller if both had
reasonable knowledge of relevant facts and neither was under
compulsion to buy or sell.
~,,:~
Page 2 of 4
_''11111.'' 1'"'
E TATE OF
ITEM
NUMBER
I\~f~~l'
--(J5~
COM#olONWUUH Of PI NN~YLVANI"
INHUltANCI 10 l[tUIN
_UIO[N1 OlClDlN1
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploa.o Prlnl or Typo
FILE NUMBER
21-96-0862
ROBINSON, RENA F,
DESCRIPTION
AMOUNT
1.
A, Funeral Expon.os:
Rolling Green Cemetery Com~lny - ~~tching Bronze Veteran's
marker with Granite Base
$ 1,216.00
1.
B. Admlnhl,ativo Co.ls:
2.
3.
A.
C,
1.
2.
3.
A.
S.
6.
7.
8.
Personal Repre.enlal;ve C~mmillion. Shirley E. Flanagan
Social Security Number of Perianal Repre.enlolive: 165 26 - 5295
Year Commillion. paid 1997
2,486.00
Attorney Fee.
- Ralph H. Wright, Jr.
2,486.00
Family Exemplion
Cloimonl
Addrell of Claim anI al decedenl'. dealh
SI,eel Addrell
Relotionlhip
City
Slole
Zip Code
Probole Fee. - Register of Wills - Cumberland County
112.00
Miscellonoou. Expon...:
CUmberland Law Journal - advertise letters
60,00
67.30
25,00
The Patriot-Evening News - advertise letters
Register of Wills - file Inventory & Inheritance Tax Return
Landis Jewelers, Inc. - jewelry appraisal
50.00
Reserve for close-out costs
75.00
TOTAL (AI.o enle, on line 9. Recapitulolion)
(II mo,e .pace Is neoded, In.ort additional .hee" of lamo .Ize.)
S 6,577.30
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
J
ss:
Shirley E. Planagan
being duly sworn according to low, depo,"s and lOyS that sho is Expcul: r i X
01 tho Eltoto of Hena F. Hob Inson
late of --1.:.'2~~,-1.I).1 e n_J:R\'!,n ~ hip _ _ , Cumbe,lond County, Po" dece"ed and that tha
within Is on invantorymodaby Shirley E. Flanagan ,the said Executrix
of the entira "toto of lOid docedant, conlisting of all the pmonol propdrty and rool "tote, except rool estate ouhide
the Commonw..lth 01 Pennsylvania, and that the ligures opposite .och item of the Inventory represent it's fair value
41 of the doto of decedent's dooth,
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Sworn t0
and subscribed beforo me,
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Eucutor . Aa'mibt.tr.,oJ..
SIIIHI,EY E, FI,/\N/\GAN, t;XECUTRIX
\
1997
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1513 Carlisle Road
Camp Hill, P/\ 17011
Addr...
"
DIANNE LENIG, Nolary lie
Lemoyno Borough Cumbcll?lId Co.
My Commission E>'pilcs Dec. 21. 1997
Dote of Death
6th
October
1996
O'Y
MOr\th
Yu,
INSTRUCTIONS
I, An inventory must be filed within three months after appointment of personal representative,
2. A supplement invenlory must be filed within thirty deys of discovery of additional o..eh.
3, Additional sheets may be attached II to personalty or realty Q Q
_j r
4. See Article IV, Fiduciaries Act of 1949. - '
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Inventory of tho ronl and personal ostato 01
ImNA .". nOli I NSON
deceased
1. Jewelry - rq)praised value:
Plain Wedding Band, 14kt yellow 'laId
Pair of plain earring jacketn
Neckchain, 18kt yellow gold
Bracelet, 14kt yellow gold
Neckchain, 14kt yellow gold
Diamond carrings, l4kt yclla~ gold
Lady's diamond ring, l8kt ~1itc gold
Lady's diamond platinum wedding band with 45 single cut diamonds
Lady's diamond ring, 10% irridium platinum - 4 single diamonds
h1dy's diamond ring, l4kt yellow and white gold with a brilliant
cut diamond - l,27ct,
14 83
(, 18
47 04
2 50
7 55
590 00
85 00
65 00
835 00
3,640 00
2. Blue Cross/Blue Shield - premium refund
3, Bell Atlantic-PA - refund
4. Bethany TOwers - security deposit refund
5. General Accident Insurance - premium refund
6. Cash in decedent's possession
7. Cash - sale of some personal items (jacket & purse)
B, Janney Montgomery Scott - Investment Acct. No. HB24 7034-9140
consisting of:
$25,000,00 - GNMA Pool n266BO - date of death value
(9% interest - due 9/l5/0B)
$30,000,00 - GNMA Pool n4346B - date of death value
(10% interest - due 10/15/10)
$150,000.00 - GNMA Pool n6940 - date of death value
(B% interest - due B/15/05)
196 10
1 32
53 59
29 9B
46 75
20 00
3,500 00
2,562 06
4,9B3 02
9. Harris Savings Bank - Savings Account No, 04-60-001532
date of death balance, plus accrued interest
10. Harris Savings Bank - Checking Account No, 04-00010555
date of death balance, plus accrued interest
11. Fulton Bank - Certificate of Deposit No. 222-0070372
date of death balance, plus accrued interest
12. Dauphin Deposit Bank & Trust Company - Certificate No, Bl00657297
date of death balance, plus accrued interest
13. Dauphin Deposit Bank & Trust Company - Checking Acct. No. 0072267402
date of death balance (non-interest bearing)
14, Financial Trust Corp. - Certificate No. 117379
date of death balance, plus accrued interest
15, Financial Trust Corp. - Certificate No. 117BBO
date of death balance, plus accrued interest
16, Financial Trust Corp. - Certificate No~ 117943
date of death balance, plus accrued interest
4,901 54
100 30
5,024 97
5,00B 65
607 70
5,200. 73
7,021 44
5,lB2 90
'lUl'AL
49,734 15
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COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUR[AU or INDIVIDUAL TAN[S
IHtll~IIAHCI tAlC DIVISIUN
III 1'1 , ;"IIDbOI
II"WWIS~UWC, IIA 111;"11.01101
NOIICl 01 lNllI.HIIANCL lAM
APPRA1SLMlNT. AllOWANCL OR OISAllOWANCL
or orOUCllON5 AND ASSlSSHlNt 01 tAK
0',- 21- 97
ROB ItlSOIl
10-06-96
21 96-0862
CUHBERLAtlO
\ 0 \
A_;'ouiii~~~m~d'.----~~l
DATE
ESTATE OF
DATE OF DEATH
FILE NUHB ER
COUNTY
ACN
RALPH H WRIGHT JR ESQ
JOHIlSOIl HAL
PD BOX 109
LEHOYIlE PA \7043
l--- un
. ,..._..~._-
(I _
~.;.~T1'l:
;;~(:'J(rl "~\l
tl:.:(llc.r.L'}"
'It... ....f
110 lhl II t., III HI
REllA
F
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: is'4-j - EX - AFii- ioi-:m- - iio'fi CE-- OF - "itiHEii iTA'iicE- 'fAx - A-PP RA"iSE;.tENT -.--AL l-owA'iic E-ijli - -- -- - -- _n - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF ROBINSON RENA F FILE NO. 21 96-0862 ACN 101 DATE 04-21-97
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date,
ASSESSHENT OF TAX:
15. Anount of Line l~ at Spousal rata CIS)
16. Anount of Lina 14 taxable at Line.l/Class A rate (16)
17. Anount of Line 14 taxable at Collateral/Class Brat. (171
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te CSchedule A)
2. Stock. and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
~. Hortsages/Notes Receivable (Schedule 0)
5. Cash/Bank Oeposits/Hisc. Personal Property ISchedule EJ
6. Jointly Owned Proparty (Schedula F)
7. Transfers (Schadule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortg.ge Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of T.x Return
13. Ch.rit.ble/Governnent.1 Bequests (Schedule J)
1~. Het Valu. of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
DISCOUNT 1.1
INTEREST/PEN PAID I-I
III
121
131
141
151
1&1
171
191
1101
CHANGED
.00
11.045.08
.00
.00
38.689.07
.00
.00
IBI
6.577.30
937.24
IllI
1121
IUI
1141
.00 X' 00:
.00 X .06:
.00 X .15:
IIBI
AMDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
· IF PAID ArTER DATE INDICATED. SCE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
HOTE: To insure proper
credit to your account,
subnit the upper portion
of this form with your
tax paynent.
49.734.15
7.~14 ~4
42.219.6\
42.219.61
.00
.00
.00
.00
.00
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" eCRI. YOU MAY BE DUE
A RErUND. SEE REVERSE SIDE DF THIS rORM FOR INSTRUCTIONS. I
.,"
......J
.'.J
.' :J
'=1(1
RESERVATIONI [llal.. of dlcldenll dying on or before Ooc..b.r Il, I~ez .. If any future Intor..t In Iho ..Ial. I_ tranlf.rred
In po.....ID" or InJOyftlnt to Cln.. B leollalorall bon.flelar'., of Ihe dlcedent after the ..plratJon of any ..tato for
Ilf. or for Ylar., thl Co..onwealth hareby ..pro'lly rl'orVI. tho rluht to appralsl and a..... 'rani'.' Inherltancl T....
at the lawful Clall B (coll.torall rat. on any such future Into'..t.
PURPOSE OF
HOJJCEI
To fulfill the requlr...nt. of Section 1140 of the Inherltanc. and [Itat. Ta. Act, Act 11 of 1995. 111 P.S.
Socllon'l140J.
PAYHENI:
Detach the top portion of thl, Hotlcl and lubelt with your pay..nt 10 the Roglste, of Will, prlntad on the r.ve,.. .Idl.
uHa". ch.ck or .on.y ordar payabl. to: REGISTER OF HILLS, AGENT
REfUND (CA):
A r.fund of . taN cr.dlt. ~hlch ~.. not r.qu.sted on the faN A.turn. .ay b. r.qu.st.d by co.platlng an "Application
for R.fund of P.nnSylvanla Inh.rltanc. and E.tat. fa." IREY-1313). Application. ar. avallabl. at the Offlc.
of the Aegl.ter of Wills, any of the 23 Aevenu. District Offlc.s. or by calling the .p.clal 2~-hour
ans~erlng servlc. nuabers for for.s ord.ring: In P.nn,ylvanla 1-800-362-20S0, outsld. Pannsylvanla .nd
~lthln local Ilarrhburg ar.a (717) 187-809.., TOO' 17171 71Z-Z2SZ Ol..rlng I.p.ir.d Onh).
DBJECfJOHS:
Any party In Int.r..t not satisfied ~lth the nppr.ls.~.nt, nllo~.nc. or dls.llo~.nce of deduction.. or ass.....nt
of taN I Including dl.count or Int.rest) a. .ho~n on this Hotlce .ust Object ~Ithln slNty 1601 days of rec.lpt of
this Hotlc. by:
ADHIN
ISfRATIVE
COARECfJONSI
.-~rlttln protl.t to the PA D.part..nt of Revenu.. Board of Appeals. D.pt. Z810ZI. HarriSburg, PA 171Z8-IOZI, OR
--ellctlon to have the aatt.r d.t.r.ln.d at audit of the account of the personal r.pr...ntatlv., OR
--apPlal to the Orphans' Court.
factu.l arrors dlscov.r.d on this .s......nt should b. .ddr.ssad In ~rltlng to: PA D.part..nt of R.venu.,
Bureau of Individual fa.a., A'fN: Po.t A,s....ant Aevl.~ Unit. Dept. Z80601, HarriSburg, PA 17128-0601
Phon. 1117} 781-6S05. S.. page S of the bookl.t "In.tructlon. for Inharltanc. fa. R.turn 'or" A.'ld.nt
O.c.dant" lRCV-ISOI) for an ..planatlon of ad.lnlstratlvalY corr.ctabl. .rror..
OISCOUNf I
If any taM dua Is paid ~Ithln three (3) cal.ndar aonth. after the decad.nto. daeth, . flv. parcent IS~) dl.count of
the ta. paid I. "llo~ed.
PENALlY:
Th. 15~ taN aan..ty non'partlclpatlon p.nalty 1. co.puted on the total of the ta. and int.re.t .......d, and not
paid bafore January 18, 1996, the first day after the .nd of the taM ..ne.ty parlod. Thl. non'partlclpatlon
p.nalty I. appaalabl. In tha .a.. .anner and In the Ih. se.. tl.. p.rlOd a. you ~ould appeal the taM and Int.r..t
thai has b..n a......d a. indlc.ted on thl. notlc.o
INTEREST:
Int.r..t Is charged b.ginnlng ~Ith flr.t day of d.llnquency. or nln. (9) .onth. and anI II) day fro. tha data of
de.th, 10 the data of p.ya.nt. fa... ~hlch b.ca.e d.llnquant b.for. January I, 1981 bear Inter.st at the rat. of
.1. (6~) parc.nt p.r annu. calculat.d at a dally rat. of .00016~. All ta..s ~hlch b.ca.. dellnqu.nt on and .ft.,.
January I, 1981 ~111 b.ar Inter.st at a rat. ~hlch will very fro. cal.ndar yaar to cal.ndar ye.r wllh that rat.
announc.d by the PA n.part.ent of A.v.nu.. fh. appllcabl. Int.r..t rales for 198Z through 1997 ar.:
'!!!! Inl.r..t Rat. O.lh Int.rut rAclor !!!r Intar..t Ral. DAily Inter." rActor
1982 ZO~ .000S~8 1987 .. .0002U
19111 16~ .000~.\8 1988'1991 It:c .000101
1984 It:c .000301 199Z .~ .0002~1
19B5 13% .000H6 1993.199~ 7% .00019Z
19B6 ID:C .00021~ 1995-1997 .~ .000247
--Int.r... Is calculated OJ follo~s:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..&ny Notlc. I..ued .ftar the t.N becoaa. dallnquent ~III r.fl.ct an Inl.r..t calculation to flfl..n 1151 day.
bayond the data of the a"I....nt. If pay..nt Is .ad. aft.r the Int.r..t coaputAtlon data .hown on the
Notice. addltlon.l Int.rut IN.t ba calculat.d.
SlJoKIIRy OF 1ICCOON1'
PlIGE
PrinciP<1l."
Receipts
Net Loss on Sales
3&4
5
$ 52,511.04
1389.85)
$ 52,121.19
Adjusted Balance
Less Disbursements
6
7,461.55
Balance Before Distributions
44,659.64
Distributions to Beneficiaries
7
5,293.10
Principal Balance Ralaining
$ 39,366.54
Ineare
Receipts
7&8
$ 1,602.72
Less Disbursements
8
-0-
Inoc.IlE Balance ReIlaining
1,602.72
CGlBINID BALANCE ~*
$ 40,969.26
*Combined Balance Remaining
consists of cash.
$ 40,969.26
-2-
ROCEIPI'S at' PRlt<<:IPAL
Assets Listed in Inventory
(Values as of Date of Death)
Cash:
Harris Savings Bank - Savings Account
No. 04-60-001532
Harris Savings Bank - Checking Account
No. 04-00010555
FUlton Bank - Certificate of Deposit
No. 222-0070372
Dauphin Deposit Bank & Trust Company
Certificate No. 8100657297
Dauphin Deposit Bank & Trust Company
Checking Account No. 0072267402
Financial Trust Corp.
Certificate No. 117379
Financial Trust Corp.
Certificate No. 117880
Financial Trust COrD.
Certificate No. 117943
Cash - sale of sane personal items
Cash in decedent's possession
General Accident Insurance - premium refund
Bethany TOwers - security deposit refund
Bell Atlantic-PA - refund
Blue Cross/Blue Shield - premium refund
Jewelry:
Plain Wedding Band, 14kt yellow gold
Pair of plain earring jackets
Neckchain, 18kt yellow gold
Bracelet, 14kt yellow gold
Neckchain, 14kt yellow gold
Diamond Earrings, 14kt yellow gold
Lady's diamond ring, 18kt white gold
Lady's diamond platinum wedding band with
45 single cut dismonts
Lady's Diamond ring - 4 single diamonds
10% Irridium platinum
Lady's diamond ring - 14kt yellow and
white gold with 1.27ct diamond
-3-
$ 4,901.54
100.30
5,024,97
5,008,65
607.70
5,200.73
7,021.44
5,182.90
20.00
46.75
29,98
53.59
1.32
196,10 33,395.97
14.83
6.18
47.04
2,50
7,55
590.00
85.00
65.00
835.00
3,640.00
5,293.10
. --.-.--........... ~-.
DISBURSrMENl'S OF PtUll:IP1\L
Debts of Decedent
1996
11/1
12/16
Alert Pharmacy at Bethany - decedent's
September/October charges $ 61.35
Bethany Village Beauty Shop - personal
services - 10/1 9.00
Bethany Village - final charges - 10/1 -
10/6 plus medication charges 676.30
Holy Spirit Hospital ~ decedent's out-
standing account - services 3/30/96 87,60
834.25
11/1
11/13
Funeral Expenses:
11/13 Rolling Green Cemetery Company - Veteran's
Memorial/Granite Base 1,216,00 1,216.00
Jlaninistration Expenses
10/28 Register of wills - probate costs 112.00
11/19 CUmberland Law Journal - advertise letters 60.00
12/3 The Patriot-News Co. - advertise letters 67.30
11/13 Landis Jewelers - jewelry appraisal 50.00
1997
1/30 Register of Wills - file Inventory and
Inheritance Tax Return 20,00 309.30
Fees and Carmissions
1997
Reserve Shirley E, Flanagan - Executrix's
Ccmni.ssion 2,486.00
Reserve Johnson, Duffie, Stewart & weidner
Attorney's Fee 2,486,00 4,972.00
Reserve
Register of wills - file First and final
Account and Statement of Distribution 130.00 130.00
Total Disbursenents of Prinicpal $ 7,461.55
-6-