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HomeMy WebLinkAbout96-00913 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } 58 ',)' , The pelitloner(s) above, named sweal(s) or arncm(s) Ihal Ihe SlalemenlS in Ihe foregoing pelillon are Irue and correcllo Ihe besl of the knowledge and belief of pclltloner(s) and Ihal as pelsonal representalive(s) of lhe above decedent pelitlonel(s) will well and truly admlnlsler the eSlale according 10 law. ,1-) , '~A'/ arnrmed and subscribed Jl"e r'.., ( 4'r:7 7th day or, CHARD C. CHORPENN I NG ' 1996 ,'-t ) ., ,~ (~-, - - , "~X;44 ' Regisler l { (i , '~A. #,'\, I .---- i-----' I li.i N :>1 - 96 - 913 o. Estate of CARROLL F. CHORPENNING , Deceased GRANT OF LETIERS OF ADMINISTRATION AND NOW November 11. 19~, in conslderallon of Ihe petillon on the reverse side hereof, salisfaclory proof having been presenled before me. IT IS DECREED Ihat RICHARD C, CHORPENNING is/are enlltled to Letters of Admlnlsrration, and In accord wilh such Iinding. Lellers of Administration are hereby granted 10 RICHARD C CHORPENNING In the estale of CARROLL F. CHo"RPENN'jNG--' 40.00 q WI 8'1]' FEES Letters of Administration "". S Short Certilicates(3 ) .. , .... ,.. S Renunciation ........,......, S JCP S ~ nn TOTAL _ S ~n nn Filed .., ~,O,~~~'~,E,U ,1,.,.., A,O, 19.3L \ ' 1.0. #19207 // i ATTO NEY (Sup, Ct,l1,o, No,) .xw S. PICrolI. EsQ. ;{39 W. G:lverror Rd.. PO !lox 2~. H::rshey. PA 17033 ( ADD~ (717) 533-6780 PHONE Mailed letters and Qrder tn attorney on 11-11-9~. rhi. l' III .t..I 111\ Ill..! !lll lIil, of III II I' 'II fl( :,,'1\ I n I, l' ,: II' II, "'1'1' ,1 11 "ifi III I ,t 1)'111.>1 \l I ll/t( .Ill ,II ,ltllll ,l,d', Idl" \, 1111 111\ ;-. 1.111,11 Hl..''''",lf Iil! III I,'lll.i! 'I Illli. ill \. iI! 1'1 I. 'T",\ d,lt ,I" t 1.1 \( IH \ I:l! I{" "I ,!-, 11111" I'll I" I II! 011' lil 1111!!)' WARNING: It Is IlIcgnl 10 duplicillc Ihis copy by pholoslnl or phologmph, r\o /:;i~W'~'p>i,~ (!~.'.~.~'. ,\ ",,~~, ~f' .....' \~ u '. /;= . ~ , 'Y. ~ ~, ;::"'~~ ~;P' '(L~~~~<'<<"7 1'1 ( II,' rhl\ '1'11 ill< .ill' ~: I1I1 ') I" " ',' -,I ".') I ":"',_1: J .: ;,0li 2,\ 1~ 1),Ill' COMMONWEALTlI 01: "UHlSVLYAflIA. Vl;flAATMEfIT OF HEALTlI. VirAL f1ECOADS CERTIFICATE OF DEATH ~[ l \lIJI flllol'~""'" ;"ICIAi ~llIJl'I, "I'UOIII ,,, 'J1(1__~__, !_fOn.l.L. . ~'~ ~,~'~r~:, ~~~':I~~~~ ~ J:.~':, '~l~~~ ~~'.!~:~.'.~ _ q.I~>>D ~ilver)SfJrjngs '.....ol_..{ ulo\"",..,_iJ .~~_._ 1:1.""1. ....l'A__ I! enyoono rw,'Of Ul.-J1l '''~Illly';.di, "".. 'I '.. 'I'" "',"'.'.I'..'h., ,l, - 0/ CI~...P..Ll-l .', Ole DtNI..USU.lOCCUlWIOfl ''It<nOftJ''lIIIl't;'W''()I.I!'''\J:~l;i';iill(-;;it~lll'''. 11I.IIIXtIIS10tJCAlllf' ....llA....."'.......~"~>1I - -- ---. -- ~ IIh"'lUL::tft.A..I~' uul:c...'l,~!,.t~.1"~....'~"...,~!. ol....~....~,........'...ll I 1 ~I 1-_.',~",JI'IOoo<)' c.~ Lineman Public Ulility "."" 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Lewis, Register of Wills Cumberland County Courthouse Hanover and High Streets Carlisle, Pennsylvania l70l3 no ~~ 1,(.5 '-...I -:ry , .. ~: IN RE: CHORPENNING, DOROTHY N~ Admin. No. 1996-00909 CHORPENNING, CARROLL Fi5 ~ Admin. No. 1996..,00913 ':,.., ." INHERITANCE TAX RETURNS AND '., RELATED SCHEDULES/STATUS REPORTS Dear Register Lewis: Enclosed for filing please find two (2) original sets of the following for each of the two above-referenced Estates: ( 1) Inventory; (2) Inheritance Tax Returns; (3) Respective Schedules B, E, H, I and J; (4) Status Report. Also enclosed is an Estate Account check in the respective amount of $20.00 to cover the cost of filing two (2) Insolvent Inheritance Tax Returns. Please return a time-stamped copy of each complete copy set in the return envelope provided. Thank you for your appreciated attention and assistance in this filing request matter. JSP/mgg Enclosures cc: Richard C. . . ~ . Piccon~ ltY.15oo IX. 17 'HI w ~ ",:5'" u"'" w..u xoo u~;; {/.,r.. ~k / )'- / 3'/-- 'I INSOLVENT INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COMMQNWUlHlOf '(tmSUIIANtA OI,uIMfNI Of illVlNUf Of" UQtJt)1 .lAl'ISlU.Q 'A 111",0601 OIC OfN tUM( (lA' ,.". """u ....'OOlf INII.AII .0. DAllS O' DIAlH Ani' 12/2119\ CHICK HI" II A SPOUSAL 0 POYII" C"Dn IS CLAIMID IIL1 HUM'" 21 ICOUNTY CODE % YEAR 0913 NUMlfR ~ ~ o w u w o CHORPENNING. 'OCIAl HCUIIIT NUMIU CARROLL F. IO~~;~~;';3 OIUOINI" COM,tI I AOO'(U HOl North Hanover St.. Apt. 513 Carl isle, Pennsylvania 17013 CUMnERLAND (E 1. Original R.lurn o .t. limil.d EUat. 0 4a. Futur. Inter", Compromi.. (la, do'.. 01 d.o,h oh., 12.t2,82) o 6. DeCld,nt Died Teslote C 7. DlCedenl Mainlained a li'ting Trull IAtlach copy of Will) (ANach copy of Trull) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, (,i".,~"t NA.Mf COM'Uff MA11lNQ AOOln' 166-01-3783 09/13/1900 r'''''t(..'"I\,lI_I_~/;\,IIII'''''''''I\.''''III.'''D''IODtI-''''II'''11 N/A o 2. Supplemental R.lurn ,~ :tl~ "0 "x 8f u'r 939 West Hershey. JOHN S. PICCON! UlHHON( NUMIU 717 533-6780 E (I) (2) ( 31 ( 4) ( 51 -0- 7,020.00 -0- -0- -0- -0- -0- x o ;:: :5 '" ~ c:: <C U W .. 1. Real Ellale (Schedul. A) 2, Sloe.. and Bond. (Sch.dul. BI 3. Closely Held Slack/Portn."hip Inler..' (Schedule C) A. Mortgage I and Nolel R.ceivoble (Schedule OJ 5. COlh, Bank D,polill & Milcellaneoul P.nonal Prop.rty (Sch.dul. EI 6. Jointly Owned Prop.rty (Sch.dul. F) 7, Tronol." (Sch.dul. 01 (Sch.dul.l) 8. Total Grall A...tl(lotollin.. I.n 9. Funeral Exp.nl... Adminilrrativ. COlli. Milc.llan,oul Exp.n... (Sch.dul. H) 10. Oebll, Mortgag. liabiliti.., li.nl (Schedule I) 11. Tala I O.duC1ionl (tolollin'l 9 & 10) 12. N., Volu. of Eltal. (lin. 8 minulline 11) 13. Chariloble and Govern menial B.quelll (Schedule JI 1.4. Nel Value Subj.C110 Toll. (lin. 12 minullin. 13) 15. Spousal Transf.n (for dal.1 of d.ath oh.r 6.30.9.1) 5.. InllrUC1ionl 'or Ar,plicable Percentog. on R.....n. (15) Side. (Include ...alu.. rom Schedul. K or Schedule M.) 16. Amoun' of line 1.1 10ll.obl. 01 6% role (16) (Include 'tolu'l from Sch.dule K or Sch.dule M.I 17. Amounl of line 1.1 taxable 01 15% rote (17) (Include ...alu.. from Schedul. K or Sch.dule M.) 18. Principal tOll. due (Add loll. from lines 15, 16 and 17.) 19. Credill Spoulol POllerty Credil Prior Paymentl Dilcount ( 61 (7 ) 191---1,003.50 43.86 (10) z o ;:: <C ~ '" .. :II o u >< <C ~ + + (0..111 AMOUN' I(CII...ID IUIIN)TlUC110N'1 N/A 03, 05, o _8, Remainder Relur" (la, do'.. 01 d.o,h pr;o, 10 12,13,821 F.deral Ellale Toll. R.turn Required Tolal Number of Saf. D,polil 8011.el Governor Road. P.O. Pennsylvania 17033 nox 252 -1 ( 81 7,020.00 Inlere., (111 7 047.36 (121 27.36 {131 -0- (14) 27.36 x._= INSOLVENT x ,06 = ESTATE x .15 = (18) (19) (20) (211 -0- 121A) (21B) -0- Check here if you aro rcqucsting 0 refund of your overpayment. 20. If line 19 il grear.r Ihan line 18, enler Ihe difference on line 20. Thil illh. OVERPAYMENT. aD 21. If line 18 il grealer than line 19. .nter Ihe difference on line 21. Thi. i.the TAX DUE. A. Enter th. inter"l on Ih. balance due on line 21 A. B. Enter th.lotol of line 21 and 21A on line 218. Thil illhe BALANCE DUE. Malee Check Payable tal Reglller of Willi, Agen' ~ January 27 , 1997 DAn Januarv 27. lqq7 ~ u o I- lJ) ~,~ " - ",u , . ," z ::" al~ O ." ~.n IlIl:' ,..0 ~ ~~. '17'- ~ "~ ~> ~~ ~ U o ~ , ","1'" I,."~ , . , " . ...:: . .,i,,' ~~l" . .'" ' " ' , , " .', . .' . ,,' . ,," . ' 1 o o I- C~ l- N oj), ... ...' O. "1I..) C.J .... e, o , -.0 ... '.c' C~ : .. .t: * . :It. ... .. .. .;:. :40 .+ * Co V "'0"" * ,:) v'" * 0- ~.. 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N BER 21-96-0913 -!.~ COMMONWfAltH or PfNNSYlVANIA INHUlfANCf fAX UfUIN 1!SIOfHf DfCfDfNf SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES CIlORPENNING, CARROLL F. ITEM NUMBER A. Fun.ral Exp.n..., B. 2, 3, 4, C. 1. 2, 3, 4, 5, 6, 7, 8, DESCRIPTION 1. GILBERT W. PARTHEMORE FUNERAL HOME, INC. (See statement/receipt copies attached) 1, Admlnl.tratlv. Co.ta, Personal Representatiye Commissions Social Security Number of Personal Representatiye: Vear Commissions paid Attorney Fees JOHN S. PICCONI, Esqui re Family Exemption Claimant Relationship Address of Claimant at decedent's death slreet Address 801 North Hanover Street. Apt. 513 City Carlisle State PA Zip Code 17013 Probate Fees Register of Wills: Petition for Letters of Administra- tion; Short Certificates; J.C.P. MI.c.llan.ou. Exp.n..., ... TOTAL (Aha enter on line 9, Recapitulation) (If mar. .pac. i. n..d.d, In..rt additional ,h.. I. of .am. .Iz..) -------._. ---.--- AMOUNT 6,499.50 450.00 54.00 5 7,003.50 .' M '" '" .-i . M N 1 ~ u B ci :z: I ~ 01 ,~ !01 ~'~ ~! ::l~~N g . ~::1 aU~~ ~i$~ Q) i>! i!:l p} iil !lis +I ..~.o t1 ~ p.,,~ ~~~~ ~ ::l ~ ... o i! u C :I U. ~ o 0 o 0 . . r-- '" '" to N '" . In ~ . .e ~ -G c>; g, ;;:; -M .... ._ u." .. '";;~g...c~ Q. -"tI,;"" II UJu~'; !o.c ~ ~... 5:'l:J;; ~ c:: .C..CI:"UO ; -;;.~,~ ~'i-;;u ~ . gu.:=og..v" ~ e....=.':.lIl ~.lIl.ll " ,,2 ~.!1 U :J;;;; _c c..~~><l.I.vtJ o 000 o 00lf) . ... \0 \OU1N co I"""t\OM N .-i . '" ~ ~ :c '3 ~ o In . M .-i N ~ ~ ..... N ~ .... ~~ 1f8 ,.j t3' ~~ ~i~ ~UUl ~<ll"" .....e! ~~a 1= '3 o .... . . ~ li 'it '0 .!! ~ ~ 0 . ~ .. '0 " . (; c . .!! :a ~ ~ '0 .; U .,; e E ,S c u ~ ~ u or C '0 . ;:; u !;! ~ 'E c '0 . ,2 u < ~ '" .c ~ :0 . '0 ~ c '0 :I " 0 u a < ~ ~ ~ < '" ~ ~ ~ o Ltl . So'" '" oqo . '" ~~ - '0 " ';0 ~~c.. - - " u c - - :I o U 0 ....C.E E< o u u u C .. ;:; '" .... 0- '~ c:: ~ U :I Q ,......." 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Q :i ~ l!'s EE 'llA ~ ~ . , a:: Ic:a- r!v-..II ;~ 5 .!I;;1! = 2' B ~ r t~ 0 2'S~R ~: '0 ~ II . i; ~ s~i ~ ;! ; i ~i i~ ffi 0.....:J B _ li~ ,!si: =1!~"~&..8o- 8 ~ 0 ! :.e'll ~ 0 ~ E ~ 1! <. ~~ e i~ U ~ ~ H ~ i." I' ::i ~ Id: E'= ~ ~ i .!; ~K' '1! ~ ";H ~:l f!',"c ~" gO::l; ,jI., ... ~ , ,"' B Ii ii2 w ;"~1!>:otJe" .U~l .. 5 '.-: !1J z .8 ~ ~~ H . I ~-, tJj__ II '" _" __ ~ :is 1: & ~5 "~i: llo'~ '2~ ~ '211l;fi;Q~~!!~.'" ;- w !'DC~ ._t;w c. _g-a, n ~ -~Ii i" ~ <l :::E sa> II' '\, _ ' ..r ~ .i:SE~ r '; ~ : E 2o~ :; a J.. ~~ B_ en . It . . ;_ . c{ > :lie::;; ~ ::I E w ,.. i J eo _ z '" 0 ,- < ~ 0: B... a - ~ iI." .. ~:H~', ",a~~ l!! .8 S-g 11 -'0: ni .. ! " I .. I S : 0 IJ '~ c.:.. <> .., A, .. .. j ,; 1 J , ,j G 1 Ii ~ i I Ii I i III ~ U:i !U ~ .. ~ .. . . .. .. .. .. . .. .. ++ ~ ~ -. ~. . 0 . . o 0 . . , , , , , , , , .... :$ : ii : 1; ,... : : J'\ : :~ ..,: :-'l;' ~:~v ~:~1 ~:\:;l "A Z :-J .. ~~ : ~- U' . n ffi~ : '.l.::! U iJR ~l s ., '" :d ~ '> ~ ~ : i ~ ; ~ ~ : ~ ~ : ~ ~ , :> :> , ~ ~ Doc( : ffi ffi en "', ,: ~ ~ , : .. ., "0 0 . , ~..J jI: :: ~ ~ ' ..: 0: a: :: 0 s 'i J ~ c: ::.... 0 i \ ",2: :: ~ ::: oJ !r ' ~j :;; i...: i ~ ~ ~ &r31;;!~fl'li":I :U 5:; jI :t g ~ ~ l'l ~ iii 0: O:J"l!';;;;!i~Si! ii:,.l ~ ., < " 'i1 8 ~ l'l l!! a:: a:: ~:~~~~ua ~ ~o: 0: ~ U U ~ t: E !i o 0 .. ~ a i1 .. STATEMENT . ~ 1\ i ; 5ta,..",nl Oal. r 1~/0 , 9~ 'I I Account Number ;'1!", i ~ : ,/ \, AccounllO :;'1'1\1 CARL ISLE. CAf1010f'lIlf'lONAf<Y A',$OC 977 WALNur BOTTOM ROAD , t'- r ? ~ g U CARLISLE PA 17013 Bill TO: 1701 J flage Numbo, I IJ f \ . ~ "" ",," "",",, , ","",,"",:." "', INDICATE $ / AMOUNT PAID I CARROLL F CHORPENN1NG 801 tlOR1H IIAtjOVER ST CARLISLE PA .. ,\ \ NOTE: Paymenls made a<<er slatemenl date will appear on your next slatemenl. 112/93 /10/93 /10/93 113/93 / 113/93 110/93 110/93 .'13/93 /13/93 /10/93 110/93 113/93 '13/93 '10/93 /10/93 /13/93 INPAT I Eln 4200 INPATIENT II:'U" I NP A TI E NT 4?1I0 INPATIENT 4?1I0 110/93 '10/93 /14/93 INPATIENT 4?1I11 10/93 10/93 .'15/93 INPATICNT 4liJO IS IS AN ITEMIZED STATE 'SONAL BALANCE IS YOUR 'OMITTED" APPEARS IN Ti ,E FILED YOUR INSURANCE ERAL TAX 10* ~5-155B9 'LISLE CARDIOPULMONAR~~ PlEASE RETURN TIlE TOP POHHOH WlTll YOUR REMITTANCE INPATIENT CONSULTATION MODERAT I 130,00 ');fO PAYMENT ; 1-06,00 :'19.90 -22.02 MEDICARE PAYMENT MEDICAA~ ADJUSTMENT 65 9PECIAL PQ7MENT I ECHOCARDIOGRAM, ~D/M-M00ij I MEDICARE PAYMENT \ MEDICARE ADJUSTMENT \ 55 SPECIAL PAYMENT \ 260.00 PAYMENT 0,00 . \ ' '" . . ("/ d . .~ .fcoJ ot I' , , , ~' J t ECHOCARDIOGRAM, DOPPLER I~s,oa \ PAYMENT MEOICARE PAYMENT I MEDICARE ADJUSTMENT I 5S SPECIAL PAYMCNT j COLOR FLOW VELOCITY M~~PIN I . I: , , , , \.' " .00 j~ .,52, E9 -so, E 9 -.13. ~:! 100,00 I -19'4~\ -50.13 .,9.85 PAYMENT MEOICA~E PAYMENT "ED1CARE ADJUSTM~NT 65 SPECIAL .PAY~ENl < / ' , .I ,. SIT LOt' :, PAYMENl ADJUSH.ENr , PAYME NT "I. AOJU';nENTI,r , ,J. Of SERvlr:, RENDfR~~. NSIBILITf, If..pIE,;"', URANCE "[NDIN~'CDl~~ 'AIM, OUE'I':ONS7,'JALl 2 71' '4,3.,3~l '. ..:' -.-- ."--:,~111 _"'" -,1"-1- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: RICHARD C. CHDRPENNING being duly sworn eccording 10 law, deposes and says Ihel he I s the Administrator 01 Ihe Estale 01 CARROLL F. CHORPENNING lale 01 __J!!rll.?.te, - -- -- __'_n,_ __,m___ , Cumberland Counly, Po" deceased and Ihet the within is an inventory medo by RICHARD c. CHORPENNING. ,_ , tho said Administrator 01 Iho entiro ostalo 01 said docodent, consisting 01 all tho personel prop.rly and real estate, except real estalo ouhide the Commonweellh 01 P.nnsylvania, and thaI the ligures opposite each it.m 01 the Inventory repr...nt It's lair value as 01 Ih. delo 01 decedent's dealh. SWOgN ~~ ItU .:slM"'NrZJl J.L rl I and subscrib.d belore me, ~ C. ~1..ly RICHARD C. CHORPE ING mMar . Aclminht,.for " .::.>( ,( 1456 Pine Tree Avenue ,; ".;' ,ii,,! ,< ,., ~ ,:I~'. -,; '. :; " :::'j f; v:).' ~ 1 . , . ) ". " I: _ ,'~: I I .. .; '.i, f~~7 Harrisburg, Pennsylvania 17112 Add,... Dal. 01 Death 22 August 1993 Day Month v..t INSTRUCTIONS I. An inventory must be liled within three monlhs alter appointment 01 personal representative, 2. A supplement invenlory must bo Iiled within Ihirly days 01 discovery 01 additional asseh. 3. Additionel sheeh may be attached es to personally or really 4. S.. Article IV, Fiduciaries Act 011949. , ~ I~~' C'~ . . ~ .,; W t!J .. ~ ~ ~ .... z .. w ~ - .. 0.. Z U .. 0 VI Z .. 0 w C '" ~ ~ w UJ .. VI D l- I 0.. a. 0.. UJ e .... ..J U. e>: QJ .. ~ Z jj 0 0 U. ..J 0 - 0.. -= W 0 < :I: VI i- z< > Z ~ u ,- - 0 Z 0 .... e U C . " - VI Z u.. '" 0 u 0 ~ u 0 - Z w < -' ... a. 0.. -' "tI 0 e . e>: - .. Vl e>: 0 0: 51 .. z JJ "tI .... :I: .. E - ..! 0 0 I .. " 0 ...., ..J 0 Ii: '" COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND II: RICHARD C. CHORPENNING boing duly _ sworlL__ _, ..,_, __ according to low, doposos and ,ay' that ho ....,.!..S the ..._____ __, __AdmJ..!!.! stril~..Q,r__________ ..__,__ __..___ of tho Estato of _ CARROLL F. CHORPENNING ______ late of __, Carlisle ..,_____,.., Cumberland County, Po" dece..od and that the within I, on inventory modo by ____RJCHABIJ_J,'-CHORPENNltjG _._ _ ___, tho ,aid Administrator of the ontiro esteto of ,aid decode nt, consi,ting of all tho personal prol'drty and r..l ostato, except real estate outside the Commonweelth of Pennsylvania, and that the figuros opposite oech item of tho Invontory repro,ent it', fair value .. of tho dato of docodont', doath. S Wo a tJ and ,ubscribed bofore mo, tJL "L_A C. J~ ~il:HARD'C. CHOR~, mevtOr . Adminhlrator ~'\'j-\Cll ~'~~~~\~:,tt r, -" -~~J~J ':~[i:;',::i';;~i}p.-';!~~: -'-1 j I I '" I"~ , . '. .. r '''''1 ' . ',.J..f........'.,.... ; :,1 r; ,,. .. ' ;,' ':1, 1997 , . 22 August 1456 Pine Tree Avenue Harrisburg, Pennsylvania 17112 Addr.n Date of Death 1993 O.Y Month v.., INSTRUCTIONS I. An Inventory must be filed within three months alter appointment of personal representetive. 2. A ,upplement inventory must bo Wod within thirty days of di,covery of additional ..,els, 3. Additional sheets may be attached os to personalty or roalty 4. See Article IV, Fiduciario, Act of 1949, . S' I I' >- ,; ) .. .... w '" ~ ~ '" .... z .. w ~ - " D. Z U .. 0 III " e w z C '" ~ '" w UJ .. VI .. :r D. a. D. UJ C .... ..J U. 0::, C\J .,; ~ Z 0 0 U. ..J <( 0' - D. -= W 0 <( w ~i VI ,;. z<( > Z '" ,- - - 0 Z 0 c U C ... " .; III Z "-, '" 0 u '" u U - Z w <( -,I ... a. D. -,I .." 0' c , 0::: - .. Vl -.: 0::' 0 " <l:, .D Z U " E .." .... :r: - ..!! 0 0 .. " 0 ~ ..J U it II> STATUS REPORT UllDER RULE 6.12 Name of Decedent: CIIORPENNING. CARROLL F. Date of Death: August 22. 1993 Will No. d i 1996-00913 A m n. llo. pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the ac.lministration of the above-captioned estate: 1. State whether administration ot the estate is complete: Yes X llo INSOLVENT ESTIITE 2. If the answer is llo, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of t:e Orphans' Court and may att he ~s. report. Date I January 27.' 1997 " I '-' '- - ~ :., ,.'\,- .' '.~ PICCON!. Esquire llam (Please type or print) 93 /West Governor Road. PO Box 252 rshev. Pennsvlvania 17033 Address ( 717) 533-6780 Tel. No, Capacity: Personal Representative ~ _,counsel for personal representative (MAH: rmU AM3) RW-Z7 /5'-/31'-1'-1 BUREAU Of INDIVIDUAL TAXES INItLRIU~Cl fAit Ulvl~ltJN DlI'I. .'/lOllOl llAPMISIlUIlC, "4 III:&'(]IIOI <~ '.. ... I. " ,.-:".., ",/,l' "6' r'~'.~~"'\ "'-~"\ , ' '-:!: .~" 14 ~_l:'" ',"I' ....'...,..J.. .-(..~ .,0 '''.J COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE \ G NDTlCE Of INNERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT Of TAX 11....1111...:1.'. JOHN S PICCO~l ESQ 939 W GOVER~OR RD PO BOX 252 HERSHEY PA 17033 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-18'97 CItORPEIHH~G 08-22'93 21 96-0913 CUMBERLAtIO 101 CARROLL F AMount ReMitted I ,_.,.~,--o=-=---o--=~=.=-..o:-~._-~~~=1 I , MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLA~O CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .... ifEV:i54TEX-AFP-iiiF97Y-NOi'-icE--ciF-YNHEifii'ANCE-Yi.x-iiPPRiiisEHENT-;-ALLciwANCE-Ori-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CHORPE~NING CARROLL F FILE NO. 21 96-0913 ACN 101 DATE 08-18-97 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGI~AL RETURN 1. R..I Estate I Schedule A) 11) 2. Stocks and Bonds (Schedule OJ (2) 3. Closely Held stock/P.~tn.~shjp Int.~.st (Schedule CJ 131 4. Ho~tg.g.s/Not.s Receivable (Schedule OJ 14) S. Cash/Bank Deposits/Hlsc. Personal Property ISchedule E) IS) b. Jointly Owned Property (Schedule F) (b) 7. Transfers ISchedule G) 17) 8. Total Assets CHANGED NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax payment. .00 7.020,00 ,00 ,00 ,00 ,00 ,00 IBI 7,020,00 APPROVED DEDUCTIONS AND EXEMPTIONS: q. Funeral Expenses/Adn. Costs/Hisc. Expenses ISchedule H) (q) 10. Debh/Hodgage Liabilities/Liens ISchedule I) (101 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental aequests (Schedule J) 14. Net Value of Estate Subject to Tax 7.003,50 43,86 Ill! 112) 1131 1141 7.047 36 27,36- ,00 27,36- If an assessment was reflect figures that ASSESSMENT OF TAX: 15. Anount of Line 14 lb. Anount of Line 14 17. Anount of Line 14 18. Principal Tax Due issued previouslY, lines 14, 15 and/or 16. 17 and 18 will include the total of ~ returns assessed to date. NOTE: at Spousal rate taxable at Lineal/Class A rate taxable at Collateral/Class 8 rate I1S) 11&1 1171 ,00 X ,00= ,00 x' 06= ,OOx,15= I1B) ,00 ,00 ,00 ,00 TAX CREDITS: PAYMENT DATE DISCDUNT 1'1 INTEREST/PEN PAID 1,1 AMOUNT PAID RECEIPT NUMBER TOTAL TAX CREDIT 1 !BALANCE OF TAX DUE, , INTEREST AND PEN. I TOTAL DUE ,00 ,00 ,00 ,00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FDR CALCULATIDN OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED, IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.) , .. ' '--, ----, AES[RVATIDHI Estat.. of decedonts dying on or be for. nec..ber 11. 198Z .. If any future Intor..t in tho Dslat. Is transforred In PD.....lon or enJoy..nt to Cia.. B (collat.ral) baneflcl.rle, of thl docodont .ft.t tho ..plrntlon of any o.tat. for Ilf. or for y..r., tho Co..onwealth h.r.by ..pr...ly re.etve. tho right to appralso and ...... transf.r Inh.rllanc8 fa... at tho lawful Clas. a (collat.ral) tat. on any luch futuro Int.ro.t. PURPOSE OF NQUtEI To fulfill tho requlr...nt. of Section Z14Q of tho Inh.ritanc. and Estat. Ta. Act. Act 21 of 1995. e7Z P.S. Section 91ltO). PAVliEH' : n.tach tho top portIon of thl. Notice and subelt with your pay..nt to lho Rlglst.r of Will_ printed on tho t.v.r.. .Ido, uMake check or IIIoney ordllr payable to: REGISTER OF' HILLS, AGENT REFUND tCR): A refund of a ta. credit. which was not requested on the la. Return. nay be requested by co~pleting an "Application for Refund of PennSYlvania Inheritance and Estate TaM" CREV-I!I!). Applications are available at the Office of the Regl.ter of Willi, any of the Z5 Revenue DI.trlct Offices. or by calling the special Z4-hour answering lervlce nuabers for for.s ordering: In Pennlylvanla l-aOO-!6Z-Z0S0, outside Pennsylvania and within local HarriSburg area (717) 781-a094. TOOl 17111 71Z'ZZSZ CHearlng lapalred Only). OBJECTIONS: Any party In Interest not satisfied with the appralse~ent, ollowance or disallowance of deductlonl, or alless"'ent of tax <<Including discount or interest) a. shown on this Hotlce avst object within .Ixty 160J day. of receipt of this NoUce by: .-wrltten protelt to the PA Depart",ent of Revenue, Board of App.als, nept. zalozl. HarriSburg. PA 17IZa'IOZl. OR ...Iectlon to have the ..tter deter~ln.d at audit of the account of the perianal repre..ntatlv., OR .-app.al to the Orphans' Court. ADMIN ISlRAT1VE CORRECTIONS: Factu.1 error. discovered on thl. a"e.s",.nt should be addrelsed In writing to: PA Depart.ent of Rlyenul, Bureau of Individual raus, AnN: Post Au....ent R.vlew Unlt, nlpt. Z80601, ttarrhburg, PA 171Z8'0601 Phon. (717) 787-6S0S. S.. page S of the bookl.t "Instructions for Inh.rltanc. Ta. Return for a Re.ldent Oecldlnt" (REY-ISOI) for an ..planatlon of ad.lnl.tratlvely correctable errorl. DISCOUNT: I' any ta. due II paid within thr.e (]) callndar .onth. after the dec.dent'. death, a flv. p.rcent rsx) discount of the tax paid II allow.d. PENAL TV: th. ISX ta. aanelty non-participation penalty I. co.put.d on the total of th. ta. and Int.relt a.,II..d, and not paid before January la. 1996. the flrlt day aftlr tho end of the tax a.nesty periOd. This non'partlclpatlon penalty I. app.alabl. In the .a",. aann.r and In the the sa.. tl",e p.rlod a. you would app.al the ta. and Int.r.st that ha. b..n a.,..,.d a. Indicated on thl. not Ie.. INTEREST: Int.r.st Is charv.d b.glnnlng with first day of delinquency. or nine 191 aonths and one (I) day 'ro~ the date 0' death. to the date of pay"'ent. Ta..s which beca.. dellnqu.nt b.fore January I. 198Z b.ar Int.re.t at the rat. 0' six (6~) Plrc.nt per annua calculated at a dally rate of .000164. All ta..s which beca.. d.llnquent on and aft.r January 1. 1982 will bear Int.r..t at a rate which will vary froa calendar y.ar to cal.ndar year with that rat. announC.d by thl PA n.part..nt of R.venu.. the appllcabl. intere.t rate. for 1982 through 1991 ar.: '!!.!! Interest Rllt. Dalh Interest Fllclor ~ Interest Rate Dally Inter.st Fllctor 198Z ZO~ .000548 19&1 .~ .00OZ47 19U 16X .000438 1988-1991 1Ij!; .000301 1984 1Ij!; .000501 199Z .~ .OOOZU I.as In .000556 1995-1994 n .00019Z 1986 lo:t .000Z14 1995-1991 .~ .OOOZU --Intlre.t Is calculated o. follows: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice Issued after the tll. bece... d.llnquent will refl.ct an Inter.,t calculation to flft.en CISl day. beyond the date of the ".s.ss",.nt. If pay.ont is ."de nfter 'he Intero.t co.putatlon date shown on the Notice, additional Int.ro.t au.t be calculated.