HomeMy WebLinkAbout96-00873
NCI :>1-96-871
.
Estate of
AUc~ M. lluinll
, Deceased
I
UEClum OF PIWIIATE ANn GI(ANT OF LETTEns
AND NOW OCTOBER 3Q., 1'1 1991), in runsidrmtion of the petition on
Ihe re\'erse sidr herroI'. s;lIisfurlory prunt' hu\'ing bern prrsrlllrd heforc mc.
IT IS DECREED thai Ihc i1"lllImrlll(s) dulrd_----.Sllp.tcmber...2!1....l.981
desrrihed Ihrrrin hc lIdmillrd 10 prohalr und filcd nf rcwrd as the laM will of -Ali.c.. M Quinn
lInd LCllers -Testilmentnry
areherehygrulllrdlo......fll.tr.i~uinlLLlncl Phillip I. Quinn
'~A7f(l.U.uJf.~ fUJl~GnCftn (1~1'
Uc@i.\ICr uf WiIIllj, . (JO
MARy C. LEWIS
FEES
Probate. Lcllrrs. Elr, ..,."".
Short Certifkales(B') , , , . . , . , . ,
~.!\Y8~~~ion ,...............
,ICP
270.00
24.00
AnOR:-OE\'ISup, CI. 1,1), No,)
Hamilton C. Davis 10.264
Filed
$
$
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9.00
$ ~.OO
TOTAL _ L-30a...oo.
.",.., O.CJO~ER ,30. .1 99fi. "."",
(717)532-5713
PIIONE
P 0. Box 375. Shippensburr, PA 17257
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Mailed letters and order to attorney on 10-30-9~/
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECQRD!
CERTIFICATE OF DEATH
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LAST \0:11.1. ANIl TESTAMENT
I, ALIC~: M. QUlNN, o[ Went I'ennsboro Townshlp. Cumberland County.
l'ennsylvnnlfl. dednre this to be my Lnst Will and Testament and revoke any
will or codicil previously made by me.
ITEM I: I direct thnl all my Just debts and [uneml expenses. including
my gravemnrkcr and all expenses of my last Illness. shall be paid from my
residuary estate as soon as prnctlcnble after my decease as a part of the
administration of my estnte.
ITEM 11: I bequeath those articles of my household furniture find
furnishings nnd those nrticles of my personal effects and personal property
as set forth in a separate memorandum, which I shall place with my will or
deposit with my attorney. to the pernons therein designated.
ITEM 111: T devise and bequeath nIl of the residue of my estate of
every nature and wherever situate as follows:
A. One-half (1/2) thereof to my nephew. PATRICK II. QUINN. providing he
shall survive me by thirty (30) days. Should the said PATRICK II. QUINN
predecease me or die on or bdore the thirtieth day following my death. I
give. devise and bequeath his said share to his issue. per ntirpes. living
on the thirty-first (31st) day following my death.
B. One-half (1/2) thereof to my nephew. PIlTLLIl' 1. QUINN. providing he
shall survive me by thirty (30) days. Should the said PllILl.TP T. QUINN
predecease me or die on or before the thirtieth day following my death.
then. in that event. I give. devise and bequeath his said share to my other
nephew. PATRICK ll. QUlNN.
T direct my executor hereinafter named to look into the possibility that
I might be the owner of certnin royalty interestn received as gifts or
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b~quests from my late uunt, LAURA C. ImNNETT. lnl~ of Roundup. Montuna, and I
lwreby express my Intention thal any such royalty Interests shall be Included
In the relllduary glftll of Ilub-paragraphs A Ilnd n above.
ITEM IV: I appoint my nephew's wife, MYRA QUINN, or should she be
unable or unwilling to uct or cont Inue to act, COMMONWEALTH NATIONAL BANK of
Shlppensburg, Pennsylvania, guardian of any property which passes outright
either under this will or otherwise to a minor and With respect to which 1 am
authorized to appoint a guardian and have not otherwise specifically done so,
provided that this appointment of a guardian shall not supersede the right of
any fiduciary in its discretion to distribute a share where possible to the
minor or to another for the minor's benefit. Such guardian shall have the
power to use principal as well as income from time to time for the minor's
support and education (Including secondary, college education, both graduate
and undergraduate, professional and other education) without regard to his or
her parent's ability to provide for such support and education, or to make
payment for these purposes, without further responslbHity to the minor or to
the minor's parent or to any person taking care of the minor.
ITEM V: I direct that all taxes that may be assessed In consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be
paid from my residuary estate as part of the expenses of the administration of
my estate.
ITEM VI: I appoint my nephews, PATRICK II. QUINN, and PHII.UP 1. QUINN,
executors of this my last will. Should both of my said executors fall to
qualify or cease to act as executors, I appoint COMMONWEAI.TH NATIONAl. BANK of
Shlppensburg, Pennsylvania. executor of this my last will.
ITEM VII: I direct thst my executors or gusrdlan or their successors
2
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I IDA DAllS01 DIAIH AnlA 12/31191 CHICK HIAI
II A SPOUSAL
POYIAlY CAIDITIS CLAIMID I I
IIU NUMBEA
R(V I"WOllt I' 'HI
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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r.x! Original Relurn ! 1 '2 Supplemttntol Relu,n
[J 4, Limited Estate l j.4o FululO lollllln' Compromiut
(for doll" of dealh aftel \2.12.02)
r.~ 6. Decedenl Died 1,"1018 >4 7 Decedent Moinloined 0 li....in[J Tru,'
(Ailed, copy 01 Willi IAllclth (Opy 01 Ttu,') .
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INfORMATION SHOULD BE DIRECTED TO.
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5111-10-111.11
NAME
Hamil ton C. Ilav is
1111
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] 3 Remainder Relurn
(IOf dOltl' 01 cleulh plior 1012.13.821
Federal E.lalll To. R.'urn Required
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'alai Numbflf of Safe Deposit Bo."
COMfLI\( MAILIIIG 1.00111 '.l'.l
75 East King Str"ct
---_._.-----_._..~.__.._~_.._----
Sh11'I'cnsbuq;. 1''\ 17257
IHl,HON( NUMlfir
717 I .532-5713
..~_.__.____.u..______ _____u ,,_____.__ ___.m______._____"
..___M'.'U' __ _ ___________.______..__________ .-_. -- -..-- .- ----.-..--...---- -------
Real Eliot" (Schedule Al
Stoch and Bond, (Schedule 8)
Closely Held SloCk/Partnership Inlero" (Schedule q
Mortgage, and Nole' Receivoble (Schedule Dl
Cosh, Bank Depos," & Miscellaneou, Penonal Proper:y
(S,hedule EI
Jointly Owned Property (Schedule fl
Tran~fen (Schedule GI (Schedule l)
Tolal Gran Anets (10101 line, 1.7)
Funeral hpenses, Administrative Costs. Mi,cellaneou,
Expense, ISchedule HI
DebU. Mortgage liabililill\, lien, (Schedule I)
TOlal Deduclions (10101 line, 9 & 101
Nel Value of Eslale (line 8 minus line 11)
Charilable and GO'lernmenlal Seque," (Schedule J)
Nel Value Subject 10 To. llino 12 minus line 13)
Spousal Tro.,sfen Ifor dote, of dealh alter 6.30.941
See In,truclion, for Applicable Percenlage on Re'lene
Side. (Include '1olues from Schedule K or Schedule M.I
Amount of line 14 lox able 01 6% role
(Include '1olues from Schedule K or Schedule M.I
Amount of line 14 la.able 01 15% role
(Include '1olue, from Schedule K or Schedule M.I
Principal loll. due (Add 10. from lines 15, 16 ond 17.)
Credi" Spousal Pa'lerty Crodit Prior Poymen"
___________. + .~1.~95__'_.?1._
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19) 21558.22
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(19)
1201
If line 19 is grealer lhan line 18, enler Ihe difference on line 20. This i, the OVERPAYMENT.
II 0 ''':r.r:I~iI'J.,.laTI.ll.'II'.''I'l'I'UlhI!..."llt1":'r.l':'laTI.I11.'1'-"U:C.Ii""I'hl
If line 18 i, 9realer than line 19,enler Ihe difference on line 21. This il the TAX DUE.
A. Enter the inleresl on the balance due on line 21 A.
S. Enler Ihe tOlol of line 21 and 21A on line 216. Thi, is the BALANCE DUE.
Make Check Payable to: Reglller of Willi, Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..(
Undor penollie, 01 porjury, I declare 'ho' I ho'e ..a mined Ihi. relurn, including o<componying "hedu'" and "ole men", and 10 the be.t af my knowledge and belief,
it is true. correct and comple'e. I declare Ihol 011 real e,tole has been reporled ollrue market '1011,18. Declaration 01 preparer other than Ihe penonal represenlali'le il
bo.ed n 11 i rm 0 f w ich.llroporer ho. any knawledge. _"016_1..",*".v;uil\t..1U4- .s',\I'C,_Sp.ti..f,q...l1l>..20~19
)( "0';; . _ ".f<l<'T'l II1U"'~"" II 'T t -J D'"
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COMMO:-:WEALTlI OF PEN:-:SYL\'oVHA
ss.
I. ALICE l1. QUlm;. the test.1trix IoIhose name is signed to the attached or
, foregoing instrument. having been duly qualified according to lalol, do hereby
I
, acknololledge that I signed and executed the instrument as my Last Will; and
I
that 1 signed it willingly arod as my free and voluntary act for the purposes
therein expressed.
" ,,/. -, '/
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Alice M.
,-) ,
:;'<t'.~"-,III_(SEI\L)
Quinn
,
, Sworn to or aff inned and acknowledged
I before me hy ,),.,,'[; ,I\,QLL!:"!I,} ,
tIll' testatril.. thIs O"I'/.~ day of
-, , pJ' , V' ~\, - 1987.
lM,;,<. 1/1. ~".~
Notary Public
Vi~~." ,',t .[f,'l ~~.JIJ", ".:lor.
~IIII; ~n-.:.r " ... 'I"~ "f.~,.~ (:I.. ;I.,
My CCnl/I1I~"llJn lA~'Hl~ April 16. l~c,(J
COMMONWEI\LTlI OF Pf.NNSYLVI\NIA
ss.
COllNTY OF CUM81;RLAND
We (nrl). 1.1/~....:Ihv.r.Dw.' and (\'\1.1\..1/(. AI,I.lf . the
witne~A(es) whose name(s) arc (Is) sl~ned to the attached or (oregolng
instrument. being duly qualified according to law, do depose and say that we
were (J Wo1S) present and saw the testatrix sign and execute the instrument as
her Lost Will; that the testatrix signed willingly and executed it as her
free ,lnd voluntnry acc for the purposes thurein expressed; that eo1ch
subscribing witness In the hearing and sight of the testatrIx signed the Will
o1S n witness; and that to the best of our (my) knowledge the testatrix loins o1t
that time eIghteen (18) or more years of age and of sound mind and under no
constraint or undue influence. ,/ . 11/ () .
~4atW1 {!1m r UCl-~
-=LJ.I (\ Y"tLl b1LO c J J (-
Sworn to or affIrmed and subscribed to
before me by rl ~Im ,L lON'~ i',~~ ~~
:1Od /11 -,,,I-loC.,1- I IA Jr. I ,wltness(es),
thIs i.-N.1. day of c.. ,."" I~ " I',~ ,1987.
I
IJ~ >1f. J.lLtULJl_
Notary Public
VELDA 1,\. ,EASE. flotary Publ,'
Sh.t.:"C"~L~~. :.Jrr.b:f~Jnd C:.., PJ
My COl1\m:~~Ic.n [..,PlfU April 16. lilf\l
~
Alice M, Quinn Estate
Series E Savings Bonds
FNB 10#
C248054849E
C351740889E
C355289584E
C355755297E
C360829760E
C363613620E
C364008447E
C364041254E
C364788240E
C365557167E
C401149009E
C401162024E
C401358907E
C401240648E
C401319295E
C407124028E
C407126750E
C402099005E
C407129759E
C407847471E
C407995011E
C410120235E
C409146114E
C410134579E
C410154667E
C410305035E
C412772335E
C412695863E
C412713124E
C412775200E
C413862170E
C413936524E
C413939190E
C413879250E
C413897020E
C416558308E
C416601537E
C416633277E
C419306487E
C417455755E
C420095764E
C421101597E
C423490560E
C421202338E
C421220386E
C423493658E
C421840836E
C424958715E
C424971763E
C421858574E
C424973885E
C424900057E
C425104009E
C424913474E
Amount Issue Dote
$100 09/01157
$100 10101157
$100 11/01/57
$100 04/01158
$100 11/01/58
$100 12/01/58
$100 01/01/59
$100 03/01/59
$100 04/01/59
$100 05/01/59
$100 02/01/60
$100 03101160
$100 04/01/60
$100 05101/60
$100 06/01/60
$100 06101/60
$100 07/01/60
$100 08/01/60
$100 09/01/60
$100 09/01/60
$100 10/01/60
$100 10/01/60
$100 11/01/60
$100 12/01160
$100 01101/61
$100 01/01/61
$100 02/01/61
$100 03/01/61
$100 04/01/61
$100 04/01/61
$100 05/01/61
$100 05/01/61
$100 06/01/61
$100 07/01/61
$100 08/01/61
$100 08/01/61
$100 09/01/61
$100 09/01/61
$100 10/01/61
$100 11/01161
$100 12/01161
$100 12/01/61
$100 01/01162
$100 02/01/62
$100 03101/62
$100 03101/62
$100 04/01/62
$100 04/01/62
$100 05/01/62
$100 06/01/62
$100 06/01/62
$100 07/01/62
$100 07/01/62
$100 08101/62
000 Value Int Earnad
$785.84 $710,84
$785,84 $710,84
$785,84 $710,84
$677.16 $602,16
$674,40 $599,40
$664,00 $589,00
$671,68 $596.68
$671,68 $596,68
$671.68 $596,68
$671,68 $596.68
$636,80 $561,80
$644,12 $569,12
$644,12 $569,12
$644,12 $569,12
$645.20 $570,20
$645,20 $570,20
$645,20 $570,20
$632,40 $557.40
$639,72 $564,72
$639,72 $564,72
$639,72 $564.72
$639,72 $564.72
$639,72 $564,72
$641,00 $566,00
$641,00 $566,00
$641,00 $566,00
$628,32 $553,32
$635,56 $560,56
$635,52 $560.52
$635,52 $560,52
$635,52 $560,52
$635,52 $560.52
$637,40 $562.40
$637.40 $562.40
$624,76 $549,76
$624,76 $549,76
$631.76 $556,76
$631.76 $556,76
$631,72 $556,72
$631,72 $556,72
$633,52 $558,52
$633,52 $558,52
$633.52 $558,52
$621.04 $546,04
$625,56 $550.56
$625,56 $550,56
$625,52 $550,52
$625,52 $550.52
$625,52 $550,52
$627,12 $552,12
$627,12 $552,12
$627,12 $552,12
$627,12 $552,12
$614,72 $539,72
C425106174E $100 08/01/62 $614,72 $539,72
C424928688E $100 09/01/62 $619,08 $544,08
C426849393E $100 09/01/62 $619,08 $544,08
C426998279E $100 09101/62 $619,08 $544,08
C427010382E $100 10101/62 $619,08 $544,08
C429032341 E $100 1 % 1/62 $619.08 $544,08
C429344119E $100 11/01/62 $619,08 $544,08
C430869574E $100 11/01/62 $619,08 $544,08
C429357333E $100 12/01/62 $621,64 $546,64
C431226792E $100 12/01/62 $621,64 $546,64
C431229048E $100 01/01/63 $621,64 $546,64
C431260192E $100 01/01/63 $621,64 $546,64
C431772223E $100 01/01/63 $621.64 $546,64
C431773343E $100 02/01163 $609.40 $534.40
C432320516E $100 02/01/63 $609.4 0 $534.40
C432324535E $100 02/01/63 $609.40 $534.40
C432333850E $100 02/01/63 $609.40 $534.40
C431778285E $100 03/01/63 $612,24 $537,24
C432321676E $100 03101/63 $612,24 $537,24
C432377980E $100 03/01/63 $612,24 $537,24
C432469063E $100 03/01163 $612,24 $537,24
C434630836E $100 03/01/63 $612.24 $537,24
C434631990E $100 03101/63 $612,24 $537,24
C434633156E $100 04/01/63 $612.16 $537,16
C434634276E $100 04/01/63 $612,16 $537,16
C434686670E $100 04/01/63 $612.16 $537,16
C434853175E $100 04/01/63 $612,16 $537,16
C421051504E $100 05/01/63 $612,16 $537.16
C434635316E $100 05/01/63 $612,16 $537.16
C434861261E $100 05101/63 $612,16 $537,16
C435560936E $100 05/01/63 $612,16 $537,16
C421052652E $100 06/01/63 $616,80 $541,80
C433022492E $100 08/01/63 $604,72 $529,72
C438394290E $100 08/01/63 $604,72 $529,72
C438395436E $100 08/01/63 $604,72 $529,72
C438423149E $100 08/01/63 $604.72 $529,72
C438430168E $100 08/01/63 $604,72 $529.72
C438439057E $100 08101/63 $604,72 $529,72
C433023595E $100 09101/63 $607,60 $532.60
C433024770E $100 09101/63 $607,60 $532,60
C438445898E $100 09/01/63 $607,60 $532,60
C438452580E $100 09101/63 $607,60 $532,60
C433025873E $100 10/01/63 $607.60 $532,60
C438461675E $100 10/01/63 $607,60 $532,60
C438468602E $100 10/01/63 $607,60 $532,60
C438917002E $100 10101/63 $607,60 $532,60
C433083737E $100 11/01/63 $607.60 $532,60
C438918128E $100 11/01/63 $607,60 $532,60
C439147687E $100 11101163 $607,60 $532,60
C433073204E $100 11/01/63 $607,60 $532,60
C438842476E $100 12/01/63 $611,36 $536,36
C438846599E $100 12/01/63 $611,36 $536,36
C439147822E $100 12/01/63 $611,36 $536,36
C443705111E $100 12/01/63 $611,36 $536,36
C438853845E $100 01/01/64 $611.36 $536,36
C438862166E $100 01/01/64 $611,36 $536.36
C443705515E $100 01/01/64 $611,36 $536,36
C443705904E $100 01/01/64 $611,36 $536,36
C441600482E $100 02101/64 $599,24 $524,24
C441608243E $100 02101/64 $599,24 $524,24
C441618707E $100 03/01/64 $602,12 $527,12
C441625252E $100 03/01/64 $602,12 $527,12
C441635030E $100 03/01/64 $602,12 $527,12
C441641570E $100 04/01/64 $602,08 $527,08
C443286330E $100 04/01/64 $602.08 $527,08
C445084228E $100 05101/64 $602,08 $527,08
C445181614E $100 05101/64 $602,08 $527,08
C445191976E $100 06/01/64 $606,08 $531,08
C445197579E $100 06/01/64 $606,08 $531,08
C445237135E $100 07/01/64 $606,08 $531,08
C445242306E $100 07/01164 $606,08 $531,08
C445347867E $100 08101/64 $594.16 $519,16
C445341307E $100 08/01/64 $594,16 $519.16
C445354626E $100 08/01/64 $594,16 $519.16
C445411322E $100 09/01/64 $596,96 $521,96
C445417423E $100 09/01/64 $596.96 $521,96
C445423910E $100 10/01/64 $596,96 $521,96
C446730284E $100 10101/64 $596,96 $521,96
C446736351E $100 11/01/64 $596,96 $521.96
C446742661E $100 11/01/64 $596.96 $521.96
C452330702E $100 12101/64 $600,80 $525.80
C452334698E $100 12101/64 $600,80 $525,80
C452344632E $100 01/01/65 $600,80 $525,80
C454634482E $100 04/01/65 $537,60 $462,60
C454641501 E $100 04/01/65 $537.60 $462,60
C454647890E $100 05/01/65 $537,60 $462,60
C457156430E $100 05/01165 $537,60 $462,60
C457181617E $100 06/01/65 $512,72 $437.72
C457189169E $100 06/01/65 $512,72 $437.72
C457215282E $100 07/01/65 $512,72 $437.72
C457219039E $100 07/01/65 $512,72 $437,72
C457245427E $100 07/01/65 $512.72 $437,72
C457377339E $100 08/01/65 $499,84 $424,84
C458213449E $100 08/01/65 $499,84 $424,84
C458218118E $100 09/01/65 $502,32 $427.32
C458225294E $100 09/01/65 $502.32 $427,32
C459697085E $100 1 % 1/65 $502.32 $427,32
C459721953E $100 10/01/65 $502,32 $427,32
C459728744E $100 11101165 $502,32 $427,32
C459762038E $100 11/01/65 $502,32 $427,32
C460363358E $100 12101/65 $512.48 $437,48
C460368723E $100 12/01/65 $512.48 $437.48
MELLON
M93823851E $1,000 03/01n2 $3,916.40 $3,166.40
M93823853E $1,000 03/01n2 $3,916.40 $3,166.40
M93823874E $1,000 04/01n2 $3,916.40 $3,166.40
M93823920E $1,000 05/01n2 $3,916.40 $3,166.40
M93824000E $1,000 07/01n2 $3,850,00 $3,100,00
M93824001 E $1,000 07/01n2 $3,850,00 $3,100,00
Ml0l012494E $1,000 02101m $3,800.00 $3,050,00
Ml02574585E $1.000 08/01m $3,742.00 $2,992,00
C460375447E $100 01/01/66 $512,52 $437,52
C460381667E $100 01/01/66 $512,52 $437,52
C460387627E $100 01/01166 $512.52 $437,52
C460431483E $100 02101/66 $512.52 $437,52
C460437541E $100 02/01166 $512,52 $437,52
C460447406E $100 03101/66 $487,76 $412,76
C46044B607E $100 03/01/66 $4B7,76 $412,76
C45B399965E $100 04/01166 $487,76 $412,76
C4B2077B23E $100 04/01166 $407,76 $412,76
C463163242E $100 05/01/66 $480,08 $413,OB
C4631B7637E $100 05/01160 $488.08 $413,06
C463191521E $100 06101166 $493,12 $41B,12
C46319765BE $100 06/01/60 $493.12 $418,12
C464941694E $100 07/01160 $493.08 $418,08
C464946728E $100 07/01100 $493.08 $418,OB
C467440055E $100 07101100 $493.08 $418.0B
C464955409E $100 00/01160 $493.08 $418,08
C464972929E $100 08101160 $493.08 $418,08
C46497497BE $100 09101100 $493.08 $418,OB
C464981436E $100 09101/00 $493,08 $418,08
C464984098E $100 10/01100 $493.0B $418,OB
C4649B9639E $100 10101106 $493.08 $418.08
C464997189E $100 11101100 $488.08 $413,08
C469992776E $100 11/01160 $400,OB $413,OB
C46B687269E $100 12/01100 $493.52 $41B,52
C470005027E $100 12/01160 $493,52 $418,52
C475336905E $100 12101/00 $493,52 $418,52
C4721B4755E $100 01101167 $493,50 $418,56
C472185777E $100 01/0110" $493,56 $416,56
C473064026E $100 02/01107 $493,56 $41B,56
C473075111 E $100 02101167 $493,56 $418,56
C4730766B7E $100 03/01167 $493,56 $418,56
C473077935E $100 03101167 $493,56 $41B,56
C473145229E $100 04101167 $493,56 $41B,56
C473146405E $100 04/01/67 $493,56 $418,56
C473157800E $100 05101167 $4B8,52 $413,52
C473203019E $100 05101167 $48B,52 $413,52
C473204122E $100 06101167 $493.88 $418.88
C473226260E $100 06101167 $493,88 $418,88
C596140 FREEDOM $100 06101/67 $5BO,80 $499,80
C473860760E $100 07/01167 $493,84 $418,84
C5963B3 FREEDOM $100 07/01107 $5BO,84 $499,84
C4738B9227E $100 08101/67 $493,84 $418,84
C596645 FREEDOM $100 08101/67 $580,B4 $499,84
C473923328E $100 09/01167 $493,84 $418,84
C596896 FREEDOM $100 09101167 $5BO.84 $499,84
C473925271E $100 10/01/07 $493,84 $418,84
C928727 FREEDOM $100 10101167 $580,84 $499,84
C475135708E $100 11101167 $4B8.88 $413,88
C937759 FREEDOM $100 11101107 $509.28 $488,28
C475138132E $100 12101107 $494,84 $419,84
C938042 FREEDOM $100 12/01167 $572.08 $491,OB
C938281 FREEDOM $100 12101167 $572,OB $491,08
C475140073E $100 12101107 $494,84 $419,84
C475172442E $100 01101108 $494,84 $419,84
C938565 FREEDOM $100 01101168 $572,12 $491,12
C17000B6 FREEDOM $100 02101108 $572,12 $491.12
C1700361 FREEDOM $100 02101168 $572,12 $491,12
C1700673 FREEDOM $100 02/01168 $572.12 $491,12
C475174671E $100 02/01168 $494,84 $419,64
C4751B0994E $100 02101/08 $494.B4 $419.84
C488504389E $100 02101/08 $494,64 $419.64
, .
C1700953 FREEDOM $100 05/01/68 $509,52 $428.52
C488508549E $100 05/01/68 $489,92 $414.92
C1701305 FREEDOM $100 06/01/68 $517,72 $436,72
C488511164E $100 06/01/68 $495.76 $420.76
C1701536 FREEDOM $100 07/01/68 $517.72 $436.72
C492234998E $100 07/01/68 $495.68 $420,68
C1701909 FREEDOM $100 08/01/68 $517.72 $436.72
C492267346E $100 08/01/68 $495,68 $420.68
C1704573 FREEDOM $100 09/01/68 $491.04 $410,04
C493119749E $100 09/01/68 $495.68 $420.68
C1704961 FREEDOM $100 10/01/68 $491.04 $410.04
C493124634E $100 10;01/68 $495,68 $420.68
C1705523 FREEDOM $100 11/01/68 $478.72 $397.72
C1705939 FREEDOM $100 11/01/68 $478.72 $397.72
C493666446E $100 11/01/68 $490.72 $415.72
C493692908E $100 11/01/68 $490.72 $415.72
C1716285 FREEDOM $100 12/01/68 $481.20 $400,20
C493695063E $100 12/01/68 $497.36 $422.36
C1720829 FREEDOM $100 01/01/69 $481.20 $400,20
C496773448E $100 01/01/69 $497.32 $422.32
C1721149 FREEDOM $100 02/01/69 $481,20 $400,20
C496779600E $100 02/01/69 $497,32 $422,32
$32.000
$168.615,32 $144,477.32 24138,00
.'1.ualU. ,'.fll
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALICE ~I. QUINN
SCHEDULE "E"
CASU AND MISCELLANCOUS
PEHSONALPHOPEHTY
FILE NUMBER
21-%-(117)
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ITEM
NUMBER
DEliClIlPTlON
VALUE AT
DATE OF DEATH
1.
Farmers Natlonnl IInllk of N.'wvlll,', I'A
Checklnll Arcount 12-7','1-0
4265.17
2.
Farmers Nntlllnnl Ilnnk ot N"wvlll." 1'/\
SnVinl\H Account SOil 71, 71
Accrued fl1lert!ut
48386.28
87.52
3.
Ne Ilon Bnnk
Certlflcnte or U"I""dt
10037.20
TOTAL IAho .nl.r on lin. 5, Recip'lulilionl
S 62776.17
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COMMONWIAllH O. 'IHN''fIVAHIA
INHUI1ANCllA. IIIUIN
'(lIDIN'DfCfDfN'
ESTATE OF
AI.ICE M. QU 1 NN
Joint lonanl(.I,
NAME
A.
Patrick Quinn
B.
C.
Jolnlly-ownod proporty.
SCHEDULE F
JOINTLY-OWNED PROPERTY
ADDRESS
3B74 WllcoxHon Urlvu
Fairfax, VA 22031
IFILE NUMBER --.---.---
21-%-llB73
----... -
RELATIONSHIP TO DECEDENT
Ill!phl!W
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE! JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1. A 1970's Interest Checking Account 11518.67 50% 5759.34
#1000400316830 at First
Union Bank. See attached
statement as of Date of Death
- 10/23/96
TOTAL (AI.o onlor on lino 6, Rocapilulation) 55759.34
(IF more space is nteded insert addifional sheefs o( sam. size)
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FeNDED RE'.'UCAllI.E TI'.US'f .\r.REDIENT
16
it d.1Y of
THIS AGREEMENT OF TRUST exc:uL~~ in duplicate this
1l)~2. ben....en Al.ICE II. QUINN, of Green Ridge Village. IJest
Pennsboro TOlmshtp. Cumherlanc Count\', Pennsylvanla, (herelllafter called
SE'l"fI.OR), and THE cO~l'1U~\oiE/\1. ,'Ii ::,\T10:IAI. Ii';:;;:, 0 f Sill ppen,burl~, Pennsy I van la,
(hereinafter called TRUSTEE).
\;ITNESSETlI:
FIRST: Settlor establishes lo'Ith Trustee a trust the orq~inal principal of
\Jhich shall be as sholm on Schedule "A" atcachee hereto and made a part hereof
by incorporation herein. receipt of \Jhich Trustee acknO\dedges by executing
this Agreement. "hlch sum, together \Jah all other property, real or personal,
that may be added to the trust (such cash and aaditions bl'lng here1nafter called
principal), shall be held by Trustee. IN THUST, upon the [ollowi.n~ terms:.
SI:CDrill: Trustee sh,111 "."n;l~e all ".-"perty romprlsing the principal of
thi!' tru~t ~ntl sllall 4.;ollt:~l :.11l' :11L:UIlIl.' :.~'crClr.:J:n .1111J .Jcc:rl.'tlllllh IherC:to and
shall pay the net In~ome and hold and distribute the prinCIpal oi said truSl
as [ollolo's:
1\. Trustt!l' shull p.1~ :" ;'or.: tile nel .Il~ornc: th~rc~ fO",. to Sc>tt lur for and
during her lifetime such per10dic lnstallments in such amounts as Settlor
shall request. provided that If. in the opinion o[ Trustee. Settlor should
by reason of a~e, illness. cr fur any uther cause become lncapable of dis-
bursing income Trustee may then apply the net intome of this trust for the
support of Settlor to maintain her ln the station of life to which she
-IllTDH C, DAVIS
is accustomed at the creatlOn of this trust. Any income i.n excess of $500.00
,,"Ot.... U Law
.I~U , S_''',_.."n
""....
not disbursed hereunder or a, dlrecteo by Settlor unoer l'iE~I!:Ir.IlTlI shall be
-,
added to principal,
~. As much of the dccumuldteu Income and principal of this trust as
Trustee in its sole discretion may from time to time think advlsable for
the support of Settlor to maintain her in the station of life to which
she is iH.:customed at till' Crl'dtlJn of thi~ trust. or during illness or
emergency, shall be either pald to her or else applied directly for
her benefit by Trustee,
C, After the death of Settlor. Trustee shall pay the net income and as
much of the prlnopaJ of tillS trust to or for the henefit of Settlor's
sister, }IARJORIE G. QUINN, .IS Trustee, in 1[S sole discretion, shall deem
advisable for the support and he,llth of the said sister, MARJORIE G. QUINN,
alld for the protecllor. and preserVatlt'1I oi her property. Any income not so
distributed as a part of the prinCipal, Trustee may apply the net income and
principal of this trust for the support and health of Settlor's sister;
MARJORIE G. QUINN. and for the protection and preservation 0: her property,
should she by reasoll oi age, tllness or any other cause, in the opinion of
Trustee, be incapable of disburslng it.
D. Upon Settlor's death or the death of Settlor's sister. MARJORIE G.
QUINN, which ever shall last occur, Trustee shall, as expeditiously as is
practicable, distribute all the residue alld remainder of the principal and
any accumulated and undistributed income and any additions received under
Settlor's Will or the Will of any other person or otherwise. after payment
.i
1
!
.
I
,
I
I
,
I
I
I
I
I
,
,
,
I
I
I
I
I
I
,
!
I
I
!
.
of Settlor's debts, taxes ana uumlnistration expenses as hereinafter
provided~
i
!
~ILTDH C, DAYIS
as follows:
AlII.."..t -"e
"u' , hlut_lIuU
'l..'
1. One-half (1/2) thereof to my nephew, PATRICK H. ~UINN, providing
.
he shall surVI\'e rr.e by tnltty (30) cays. Should the sal: PATRICK H. QV1:;N I
,
:-
I
- 2 -
the minor. "
FIFTH: Trustee shall have tile power, but not the duty, to make such
expenditures out of this trust as it, in its uncontrolled discretion, may
consider desirable in order to facilitate the settlement of Settlor's estate.
In exercising such power, Trustee may pay, in whole or in part, any or all
of the following items: the expenses of Seltlor's last illness and burial,
including cost of gravemarker; her debts; her income taxes; the death taxes
on any and all property included in her gross estate for tax purposes; and
all other items 1n c.onnectlon wllh the s(!tt[ement of her estate. Any such
items may be paid d1rectly by Trustee or the [unds for their payment may be
transferred by Trustee to Settlor's executor or administrator; and neither
such executOr or administrator or any beneficiary of Settlor's estate shall be
required to reimburse Trustee fur any funds so paid or transierred. All" such
death taxes on present or future interests shall be paid at such time or times
as Trustee may think proper, regardless of whether such taxes ore then due,
provided that any postponed taxes on future interests shall be charged against
the particular share with respect to which the taxes arc imposed.
SIXTH:
Trustee and guardian sholl have the following powers in addition
I
to those vested in it by law and by other provisions of this trust, applicable \
to 011 property, whether principal or income, including property held for I
I
minors, exercisable without court approval, and effective until actual distribuT
tion of all property:
A. To retain any or all of the assets of this trust, real or personal,
ION C. DAVIS
on" At \...
, & '_I"I.'IU.'
,.....
including its own stock, without regard to any pr1nc1ple of diversification
or risk.
B. To invest in all for",s of property, including stock. conunon trust
- 4 -
"
I
1I~IH"11 l'UI
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
(OM~O"WIAlltl Ot PIIHI"'hAl.IA
1'4111 IWAHCI I.u II IIJIt~
'l\tlHW UICfUIPH
ESTATE OF
AJ.JCE N QUINN
Ploall p.lnt a. Typo
I Fj[H~UMIiEil
I 21-%-OH7J
ITEM
NUMBER
_.._-,_.~.~.__._-
A. Funo.al Expon.o"
B.
DESCRIPTION
1.
Frank Egg~r Fnn~rlll lI11m~. N~wvJ 11~. I'A 17241
AMOUNT
613H.OO
2. Ana.ney Fee.
lIamilton C. Davis 13000.00
3. Family Exemption
Claimant ________ .~_ ________ Relationship _.__
Addre.. of Claimant at decedent'. death
Street Addre.. __ __________._._____________
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Admlnl.tratlve Co.t"
wlliv~d
1.
Penonol RepresentDtive Commiuions
Social Security Number of Personal Repre.ontativo:
Year Comminion. paid _____. __ ___
City
_______ ____State
Zip Codo
Probato Feo.
Cumb~rland County Courthouse. R~gister of Wills
Miscellaneous Expense"
Legal Advertising - Cumb~rland County Legal Journal
Legal Advertising - Tim~s Valley Star. Newville. PA
Reserves for Contingencies
-- --_._--~---~._-~-_._- - ..-------
TOTAL (AI.o entor on lino 9. Rocapitulation)
(If ma.o spaco Is needod, Inse.t additional sheets 0' same slzo.)
308.00
60.00
52.22
2000.00
S 21558.22
.
II~U1Jfll U"I
~,~'.9.
Ii'. .
->
(O.......ONYwIAIIIl01 '''tN\lI~AIjIA
IHHII"aNCI 'AI"'UIH
'UIOINIDICIDINI
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-96-0H 7J
ESTATE OF
ALICE M. QUINN
._-_...~----_._.---_._----_._._----_..+..
_._~-_..'-'-- -----------~---
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
----_..__._-~-_._------_.._'_. ...-.--.--- ----,-
A. Taxable Beque,":
I.
PIIILLIP I QUINN
2025 Lyttonsvill~
Silver Spring. MU
nephew
1/2 of reaidul!
Road
20910
2.
PATRICK H. QUINN
3874 Wilcoxson Driv~
Fairfax. VA 22031
Ill'phew
1/2 of residUl'
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARV
B. Charitable and Governmental Beque,ts:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS lAlla enter on line 13, Recopitulalion) 5
(If mort spac. (s nlld.d, lns.rt addltlonalsh..ts of sam. IlIe)
r
,.
/*
CDMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
/.) 13( \'
.
,/
BUREAU OF INDIVIDUAL TAXES
IHt<<.RlIAHC[ UX DIVISION
DEPT. 110'01
tlARAISIUNC, PA l11:a-ObOI
NOTICE OF INttERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT Of TAX
..,.IU1111",II.II.
HAMILTON C DAVIS
75 EKING ST
SHIPPENSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
CDUNTY
ACN
05-12-97
QUINN
10-23-96
21 96-0873
CUMBERLAND
101
ALICE
M
"nount R."itt.d
PA 17257
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PDRTIDN FOR YOUR RECORDS ..
R Eli: i54"7 "EX "A jiji"iiIJ: 97"i -NO;'- i ani" -YNHEii i fANc E- TAX - iiPPRiiisEHENT"'- "Ai i."ciwANcE- iili'" - -------" - - - - - --
DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT DF TAX
ALICE M FILE NO. 21 96-0873 ACN 101 DATE
TAX RETURN WAS: ( I ACCEPTED AS FILED I Xl CHANGED SEE ATTACHED
ESTATE OF QUINN
05-12-97
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Roo! E.toto ISoh.dulo A) II)
2. stocks end Bonds (Schedule BJ (2)
3. Clasely Held stock/PartnershIp Interest (Schedule CJ (3)
4. Hartg.g../Hot.. Recaivable (Schadule OJ (4)
S. Cash/Sank Deposits/Misc. Personal Property (Schedule EJ (5)
6. Jointly Owned Property (Schedule fJ 1&)
7. Transfers (Schadule G) (7)
8. Tat.l Asset.
NOTE: Ta insure proper
credit to your account,
sub,,!t the upper portion
of this farn with you~
tax paYllant.
,00
168.615,32
,00
,00
62.776.17
5,759.34
219.931.24
IB)
457.082.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funa~al Expansas/Ada. Casts/Misc. Expense. ISchedule H) (9)
10. Debts/Ho~tgege Liabilities/Liens ISchedule I) (10)
11. Total Deductions
12. Net Value of Tex Retu~n
13. Che~iteble/GoYe~nnent.l Bequests ISchedule J)
14. Net Value of Estate Subject to Tex
21. 558.22
2,338,00
Ill)
llZl
(13)
114l
?3,RQ6 n
433.185.85
.00
433.185.85
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount af Line 14 .t Spousal ~.te (15)
16. Allount of Line 14 taxeble at Lineal/Class A ~ete C16J
17. Allount of Line 14 texable et Collate~al/Clas. 8 ~at. (17)
18. P~inclpel Tax Due
NOTE:
,00
.00
433.185,85
X .00=
X .06=
X ,15=
llB)
.00
.00
64,977 ,88
64,977,88
TAX CREDITS:
PAYMENT
DATE
01-21-97
DISCOUNT 1+)
INTEREST/PEN PAID 1-)
3.248,89
RECEIPT
NUMBER
AA185091
AMOUNT PAID
61.895.57
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TOTAL DUE
65,144.46
166.58CR
.00
166.58CR
X IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I I~ TOTAL DUE IS LESS THAN SI, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
i
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,I
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,
RESERVATION, E,tet.. of dacadant. dying an or ba'or. Dac..bet 12, 1912 .. I' any future Int.ralt In the ..t.t. I, translarrad
In PDt...,lon or .njov..nt to CI... . (col1,t.ra11 b.~'lcl.rl.. 0' the decldant ,'tar the ..plralJon of any ..t.t. for
11'. or 'or y..r., the Co..onw..lth hareby axpr..,lv t'l.tV.. the right to appral.. and ...... tran,'.r Inh.rltanea T....
at the lawful Cl.11 . (col1,t,r.1) rat. on any such lutur. Int.ra.t.
PURPOSE OF
HOlleEr
To fulfill the requlr...ntl 0' s.ctlon ll<<'O of the Inharltance and E,tat, hlC Act, Act Z1 of 1995. (72 P.S.
s.ctlon 91<<.0).
PAYHENT:
a.tach the top portion of this NoUn and tub.it with your pay..nt to the Ragls'ar of willa prlntad on the re....r.. ,Id..
..H.... chack or eonay order payable tOI REGISTER OF MILLS, AGENT
REFUHD (CR)s
A rlfund of a tl. credit, which WI' not rlqulstld on thl Ta. Rlturn, aav ba requestad bv coapl.tlng an -Application
for Rafund of Penn.vlvanl. Inhlrltancl and E.tltl Ta.- IREY-1S1S). Application. Ir. avallabl. .t t~ OffiCI
of tha RIgl.tar of Will., any of the 2S Ravlnul District Offlca., or bv calling thl .paclal 2~-hour
an'wlrlng 'Irvlca nu~r. for for.. ordlrlng: In Pann.vlvanla 1-100-362-2050, out.lda Pannlylvenla end
withIn local Harrl.burg arIa 17171 717-109~, TOOl (717) 772-2252 CHaarlng lapalrad Only).
OBJECTIONS: Anv party In Intara.t not .atl.flld with thl .ppralla.ant, allowancl or dl.allowancl of daductlons, or ."III.~t
of tall. IIncludlng dl.count or Intar..U .. .hown on this NoUca BUlt obJlct within .h:tv (601 day. of ncalpt of
this Notice by:
"wrlttln proh.t to the PA Dapart.ant of Rlvlnua, Board of Appaa", Dapt. 281021, Harrisburg, PA 171ZI-Ull, OR
"-alectlon to hava thl aaUar dat.r.lnad at audit of tha .ccount of thl plrsonal r.prluntaUvl, OR
--appaal to tha Orphanl' Court.
AD"IN
ISTRITIVE
CORRECTJONSI Factual .rror. dl.cov.r.d on thl. ....I...nt should ba addrals.d In writIng tos PI D.part..nt of Rav.nul,
aur.au of Individual Ta..., ITTNI POlt A......ant R.vl.w Unit, D.pt. Z10601, Harrl.burg, PA 171ZI-0601
Phona (717) 717-6505. S.a pag. 5 of the booklat -In.tructlont lor Inh.rltanc. TI. Raturn far a Ra.ldent
Dec.dent- IREV-1501) lor an ..planatlon of adalnl.tratlvely corractabll .rror..
DISCOUNT:
Jf any ta. dua I. paid within three (5) callndar aonth. altar the dac.d.nt'. d.ath, . Ilva p.rc.nt 15j() dl.count of
thl tax paid I. allow.d.
i ~
i
,
PENAL TV I
Tha 15~ ta. ean..ty non-partlclp.tlon p.nalty I. coaput.d on thl tot.l of the tax and Intlr..t .I....ed, and not
plld belora January II, '996, the flr.t d.y aft.r the and of tha ta. .~..ty plrlod. Thl. non-plrtlclpatlon
pen.lty I. app.alabla In the .... .ann.r and In th..the .... tl.a periOd a. vou would appael the t.. and Int.re.t
that ha. bean ..I....d a. Indlcat.d on thl. not Ie..
INTEREST:
1nterut Is charged beginning with I1r.t day 01 d.llnqu.ncy, or nine 191 aonth. and on. (1) d.y fro. the data of
d.ath, to tha datI 01 pavaant. T.... whIch b.ca.a d.llnq\Mnt beforl January I, 191Z belr Int.n.t at the reta of
.1. 16j(1 p.rcant p.r annu. calculatad at a dally rata of .00016~. All taxe. whIch bac... d.llnqulnt on end aftar
January 1, 198Z will b..r Intlra.t at a r.tl which wIll vary Ira. caland.r vear to calandar Yllr with that rata
announCld bV tha PI Dep.rtaant of Ravanua. Tha .ppllcabla Intarl.t ratal for 1982 through 1991 arl:
'!!!r Int.,...t Rata Dally 'nt.,...t racto" !!!! Int.,...t Rat. Dally 'nta,...t Factor
1982 ZOX .000548 .987 'X .0002'"
1985 16:< .000"18 1988-1991 11:< .000101
'911\ 11;( .000101 1992 'X .0002'"
1.8S UX .000156 1995-1994 1X .aOOI9Z
1916 10:< .000274 1995-1997 .X .000Z47
....In..,...t Is ulculat.d .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
."Anv Hatlca InU.d aft.r tha ta. b.ca... dlllnqu.nt ..111 reflact an Int.ra.t colculaUon to flft..n tlSI d.v.
b.vond th. datI of the al.I....nt. If payaent I. .ad. aft.r tha Int.rl.t cu.putatlon dat. lhown on the
Natlc., additional lnt.ra.t au.t bl calculat.d.
.~ ...
....1'. """I II~J~:fC\
COMMONWEALTH Of PENN$YlVANIA
DEPARTMENT Of REVENUE
IUUAU 0' INDIVtDUAL TAXn
DEPT. 280601
HARRI$BURG, PA 17128,0601
DECEDENT'$ NAME ~.LL.JidA1..
INHERITANCE TAX
EXPLANATION
OF CHANGES
-
fiLE NUMBER ~
,-2d ...tJ ~z?
AeN
/(.)-L
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
1iu~i ,1; ~~ ~~dz;d
~ 1~~k1hK/b4.Mt-~..vdlt~
TAX EXAM1NER:~~~----
PAGE
__ 'J, .
n-/:'L" ,I'
BUREAU OF INDIVIDUAL TAXES
IHttERITANC[ TAli DIVISION
DrPT. 110601
HARRISBURC. PA I1lla'060.
COHMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECDRD ADJUSTMENT
HAMILTON C DAVIS
75 EKING ST
SHIPPENSBURG
DATE
ESTATE DF
DATE DF DEATH
FILE NUMBER
COUNTY
ACN
PA 17257
c..
05-28-97
QUINN
10-23-96
21 96-0873
CUMBERLAND
101
Anount Renitted
'*
11'.IUI II aI. 111""
ALICE
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: Ta inlu~e p~ope~ c~edit ta you~ account, lubnit the uppe~ po~tion of thil fo~n with you~ tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:is9-j-Ex--AFP--[oi-:97j------.-;-iiiHERI-iANc-i-TA-i-RifcORii-ADj-USTH-iNT--;.-----------------------------
ESTATE OF QUINN
ALICE
M FILE NO. 21 96-0873
AOJUSTHENT BASED ON,
VALUE OF ESTATE:
1. Rool Estoto (Schodule Al
2. Stackl and Bondi ISchedule B)
3. Clolely Held Stock/Pa~tne~ship Inte~est ISchedule C)
4. Hortgages/Nat.s Receivable ISchedule D)
5. C.sh/Bank Deposits/Hisc. Personal Prapa~ty ISchedule EJ
6. Jointly Owned P~oparty ISchadule FJ
7. Transfars ISchadule GJ
8. Tatal Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expanses/Administrative Costs/
"isc.llanaou. Expensa. (Schedule HJ
Dabts/Hortgage Liabilities/Liens ISchadula IJ
Total Daductions
Nat Valu. of Tax Return
Charitable/Gay.rnmental aaqu.sts ISchedul. J)
N.t Valu. af Estat. Subj.ct to Tax
ADMINISTRATIVE CORRECTION
III
121
13)
14)
15)
16)
(7)
(9)
110)
10.
ll.
12.
13.
14.
TAX:
15. Amount af Line 14 at Spousal rat.
16. Amount af Lina 14 taxable .t Lin.al/Class A rat.
17. Amount of Lin. 14 taxabl. .t Collate~.l/Clas. Brat.
18. Principal Tax Du.
TAX CREDITS:
115)
116)
117l
PAYHENT
DATE
RECEIPT
NUHBER
AA185091
DISCOUNT 1+ I
INTEREST/PEN PAID (-)
3,257,66
01-21-97
ACN 101
.00
168.615.32
.00
.00
62.776.17
5,759.34
219,931.24
IB)
21.558.22
1,169.00
Ill)
112)
113)
1141
.OOX.OO=
.00X.06=
434.354.85X.15=
liB)
AHOUNT PAID
61,895.57
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 05-28-97
457,082.07
22,727.22
434.354.85
.00
434,354.85
.00
.00
65.153.23
65.153.22
65 153.23
.01CR
.00
.0ICR
· IF PAID AFTER DATE INDICATED, SEE REUERSE I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
.
'IVWO~.I."1 ~~J~;!"
COMMONWEALtH Of PENN$YlVANIA
DEPARTMENT Of REVENUE
BUR.AU 0' INDIVIDUAL TAXIS
DEPT, 280601
HARRI$8URO. PA 17128,0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
~'~"
~l~-O~l~
\..al
DECEDE~~E .
~ 0 J N\ . O...l>,U"'''I...)
'"
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
~~ '"I. ~ ~~'(~ o..A..~..:t..L tQ ~ ONuWt.
..... ~ II J...\~ \ \\ CI -0
\..Q'\..o)(.... \.) . V- \ .0 Q .
}~ ~
"
TAX EXAMINER:~'~ ,~..n\l__'L~L~:1-:_~l,<;:l.J..__ PAGE
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Alice M. Ouinn
Date of Death: October 23. 1996
Estate No. 1996-00873 PA No. 21-96-0873
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-X!- No____
2.
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
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: NONE
c. Did the personal representative
account informally to the parties in interest? Yes-XX
state an
No_
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' court and may be attached to this report.
Date:
1113!q8
,
Hamilton C. Davis, Esquire
P.O. Box 375, 75 E. King st.
Shippensburg, PA 17257-0375
(717) 532-5713
Capacity: Personal Representative
-X!- Counsel for Personal
Representative
,