HomeMy WebLinkAbout96-00933
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No. 71 - 96 - 9'1
Estate of
GEORGE K ALBERT
. I>eceased
I>ECREE OF I'IWnATE ANI> GRANT 01; LETTERS
AND NOW NOVEMBER 18. 19 96 _. in cnnsidcration of thc pctition on
thc rcvcrse sidc hcrcof. satisfactory proof having bccn pre,cnted beforc me.
IT IS DECREED thai the instrllment(') dated APR I L 19, 1995
describcd therein bc admillcd to probalc and l1Ieu of rccnrd as thc last will of
GEORGE K ALBERT
TESTAMENTARV
MICHAEL A ALBERT
and Lcllcrs
arc hcrcby gralllcd In
'?Jil~(4tYZ~^)eA !}r/(7:bil"..
I (/ Reg;,'e! of Wi h . U[j
l MARY CLEWIS
FEES
Probatc. LCllcrs. Etc. .........
Shnrt Ccrtificatcs( 5) ... . . . . . . .
Rcnllnciatinn ................
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TOTAL _ L1Al:HR
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ADDRESS
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Called attorney on 11-19-96.
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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II. Carlisle, PA 17013 ~-
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3087 L ndonA Drive, Lancaster,
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PA 17601
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I, GEORGE K, ALBERT, of 134 E, PENN STREET, CARLISLE,
CUMBERLAND COUNTY, PENNSYLVANIA, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby
revoking any and all other wills and codicils heretofore made
by me,
FIRST.
expenses be
practically
I direct that all my just debts and
paid from my estate as soon after my
and conveniently may be done.
funeral
death as
SECOND, I direct that my remains be interred within my
family's burial plot.
THIRD. I authorize my personal representative to expend
funds from my estate, in such amounts as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave,
FOURTH, I give, devise and bequeath all of my estate,
real, mixed or otherwise wherever situate unto my son, MICHAEL
A, ALBERT, per stirpes,
FIFTH, I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my will or
otherwise, shall be paid out of the principal of my residuary
estate.
SIXTH. I hereby nominate, constitute and appoint my son,
MICHAEL A. ALBERT as Executor of this my Last Will and
Testament, In the event of renunciation, death, resignation or
inability to act for any reason whatsoever of MICHAEL A,
ALBERT, I nominate, constitute and appoint DEBBIE ALBERT, as
Executrix of this my Last Will and Testament. I hereby relieve
my Executor from the necessity of posting security in
connection with his duties, as such, in any jurisdiction in
which he may be called upon to act insofar as I am able by law
to do so. In addition to the powers conferred by law, I
authorize my Executor, in his absolute discretion, to retain in
the form received, and to sell either at public or private sale
any real or personal property owned by me at the time of my
death,
E
--
CERTIFICATION OF NOTICE UNDER RULE 5,6(A)
NAME OF DECEDENT: GEORGE K. ALBERT
DATE OF DEATH: NOVEMBER I J. 1996
WILL NO. }, 'f1t.,,9T3 ADMIN. NO.
TO THE REGISTER
I certify that notice ofbenelicial interest required by Rule 5.5(a) of the Orphans' Court
Rules was served on or mailed to the following beneliciaries of the above-captioned estate on
NOVEMBER 1 J. 1996:
NAME
ADDRESS
MICHAEL A, ALBERT 3087 LYNDANA DRIVE. LANCASTER. PA, 17601
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE
DATE: NOVEMBER 1",1996
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Name SUSANJ.OTTO
Address IIRVlNE ROW
CARLISLE. PENNSYLVANIA. 17013
Telephone 717-249-7780
Capacity:_ Personal Representative
Counsel for personal representative -1L
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY CUMBERLAND PENNSYLVANIA
In re Estate of GEORGE K. ALBERT, deceased,
,;,),<'I{.."c,,/33
No. of
TO: MICHAEL A, ALBERT (beneficiary)
3087 L YNDANA DRIVE (address)
LANCASTER. PENNSYLVANIA 17601
Please take notice of the death of decedent and the grant oflelters to the personal
representative named below. You may have a beneficial interest in the estate as follows:
Name of decedent GEORGE K. ALBERT
Last known address 134 E, PENN STREET
CARLISLE. PENNSYLVANIA. 17013
Date of death NOVEMBER II. 1996
Place of death CUMBERLAND COUNTY. PENNSYLVANIA
County of grant of original letters CUMBERLAND
Decedent died-X... testate intestate.
A copy of the wiU-1L is _ is not attached.
Name(s), address(es), and telephone number(s) of all personal representatives appointed
NAME
ADDRESS
TELEPHONE
MICHAEL A. ALBERT 3087 L YNDANA DRIVE, LANCASTER, P A.
Name(s), address(es) and telephone number(s) of all counsel
NAME
ADDRESS
TELEPHONE
SUSAN J. OTTO I IRVINE ROW CARLISLE, PENNSYLVANIA 717-249-7780
Additional information may be obtained from the undersigned.
Date I,lt{' /1'6 Signature /' ./r.-'-'16- 0..(01/0
Name Susan 1. Otto V
Address 1 Irvine Row
Carlisle. pa 17013
Telephone 717-249-7780
Capacity: Personal Representative/Counsel for personal representative
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'OR DAIIS 0' DIAIH AnER 12/31191 CHICK HIR
I' A SPOUSAL
POVIRIT CRIDII IS CLAIMID 0
PILl NUMBER
21-96-09 )]
COUNTY CODE YEAR
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
.N
1]/, E. Penn Street
CarllHle, I'A 17013
189-18-71.88
C] I Original Return
[)Al[ Of u~CiAlTOr,jN tt
11-11-96 11-17-21.
COli""
CutnherLlInd
o 2, Supplomonlal Rolurn
03,
o 5,
Remainder Return
(far dOlo. of doa,h priarta 12.13.S:
fed.ral Eual. Tax
Return Required
Total Number of Sof. Doposit Bo);c
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DlIncan & Otto, P.C,
I I rvine Row
Carlisle. I'A 17013
111 17
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Ifar dol.. of doalh ohor 12.12.S2)
G: 6. Oecodent Died hllar. 0 7. Docedent Moin,oined 0 living Tru"
IAllach copy of Will) (Allach copy of T ruU)
ALL CO~nESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
""AMt QMPL M.AIUNG ADOR
1. Renl Eual. (schodulo A) ( t)
;:, Slack. and Band. (Schodula B) ( 2)
=, Clo.nly Held slock/Portno"hlp fnloroU (Schedulo C) (3)
J, '^orrgago. ond NOlO. Rocoiyable (Schodulo D) ( 4)
5, Cmh. Dank Dopa.i.. & Miscollanoau. Po "anal Praporty( 5) 6 1 , 146114
(schedulo E)
6, Jainlly Ownod Proporly (Schodulo F)
7, Tran,fars (schodufe G) (Schedule l)
S, T 0101 Grou Auo.. (Iolallin.. 1.7)
11,230,14
Q. funeral Expenses. Administrative Cosu, Miscollaneous ( 9)
Expon.e. (Schodule H)
10, Dobl., Marlgoge liabililio.. lion. (Schodulo I)
I t. T 0101 Ooductian. (10101 line. 9 & to)
12, Not Value of Ella'e (line S minus lino II)
t 3. Charilable and Goyernmenlal Soquo... Ischodule J)
.1J. f'ltlt '1alue Subjed to Tall( (line 12 minus line 13)
115, Amcunl of fine 14 ta.oble 01 6% ra'o
(Indud. yaluo, from schodule K or schod,lo M,)
t 6. Amounr of line 14 taxable at 15% rale
(Indud. yoluo. from schodule K or Schodul. M,)
17. PrinClool tax duo (Add tox from line 15 and from line 16.)
! 10. ::::;irs Spousal Poverty Cradil Prior Paymonts Discount '"'erell
I + + 142.01
1":'1 l: 1;,10 '8 is grealer than lino 17, entor tho difference on line 19. This is the OVERPAYMENT.
I ~=
.20 If 'in~ 17 is grealer than line IB, enler ,he diFforence on line 20. This is the TAX DUE.
I ~. E="lor the inlolaS! on tho balanco duo on line 20A.
I Q, <n,er ,he 10101 of line 20 and 20A an lino 20B. Thi. i. Ihe BALANCE DUE.
I Moke Chock Povabl. '0: Rogl.tor of Will.. Agon'
All)crt. GelJrgu K.
~OCl^L ~i.:.uNII'f' NUMI R
r: J. limited Estate
Susan J. Otto
lUPt1C,):ll tlUMIIER
249-7780
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(10)
344.97
(11)
(12)
(13)
(141
11,575, II
49.704.15
(t5) 49,704,15
".06 =
49,7~4,;;
2,9 2.
(16)
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(1S) 142.01
(19)
(20) 2,840.24
(20A)
(20S)
Chetkthero.l:if!You-orenequesling-o'rofund:of your overpayment.
.... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
Undor pltnchies of D:l'lurv. I declare rhot I have uarnined this refur", including accompanying schedules and Ita'ements, and 10 rhe be.. a. my ~nowl.dge and belief.
it is truo, corretct and tamnlote. I declare rhot 011 real 1111010 has been reported 01 'rue markel value. Declarotion of preparer other than the personal representative is
based on oil inbrmo'loJn 0' which preparer has any knowledge.
SlQNl.tUR[ Of F(O:;'OH r~roN~18lE A'IUN AU ADDRESS <o__~ \ DAlE
r ,/ - -. ) '1 / 71 'i 7
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COIOSI.1IOS U.1nll N"
PO 001 7616
Ptlll.1dctphta PA 1!) 101.7618
Decembcr II. 1996
Susan Otto
Attorney at Law
One Irvine Row
Carlisle. P A 17013
RE: Eslate of: George K. Alben
Dnte nfDenth: November 11. 1996
Dear Susan Otto:
.
CoreStates
Bank
In response to your leIter, please be advised that the decedent held the following account(s) with our bank as of the date
of death:
ACCOUNT #
ACCOUNT TITLE
Savings 8338131705 George K. Alben
Interest Earned January I to November II, 1996: $396.41
Savings 8338196408 George K. Alben
Interest Earned January I to Novembcr 11, 1996: $801.55
1 trust that we have been of assistance to you in this matter.
Sincerely,
CORESTATES BANK. N.A.
U L: C
CL-/,,: ,: _...../ /vl 4f. ./ " (1):1''-
Eileen G. Caschera
EGC/mnl223
DATE
DATE DATE OF DEATH
OPENED CLOSED BALANCE
09/23/86 11/20/96 10,000.00
09/30/88 11/20/96 50,000.00
IN REPLY REFER TO:
REPORTING SERVICES
=c 6.9Q.3-235
,JO E.;QX 1102
RE./.\DING, PA 19603
610-655.3353
ACCR.
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36.08
110.06
IIYUIlU. (7.111
ITEM
NUMBER
o.~.~
1'#(, .."
-
COMMONWfALJH O' PINNSYlVANIA
INHUlfANCI TAl UTUIN
.UIOfNT OfClOlNT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plio,. Print or Ty I
I E UMBER
21-96-0933
.
Albert, George K.
DESCRIPTION
AMOUNT
A, Fun.ral Exp"n...:
,.
2.
3.
B.
"
2.
3,
4,
C.
"
2.
3.
4.
5,
6,
7,
8.
Hoffman Roth FlIneral Home, Inc.
6.961.00
Westminister Cemetery
733.00
Mourning Expenses
199.28
Admlnl.tratlv. Ca.h.
Personal Representolive Comminlons
Social Security Number 01 Personal Representalive:
Yeor Commillions paid
Attorney Fees Duncan & Otto. P.C.
3,063.96
family Exemption
Claimant
Addrell 01 Claimant 01 decedent's deoth
Street Addrell
Relalionshlp
City
Slate
Zip Code
Probote Fees
141.00
MI...llanlou. Explns..:
Cumberland Law Journal Legal Ad,
60.00
Evening Sentinel Legal Ad.
56.90
Filing Fee Inheritance Tax
15.00
TOTAL (Also enter on line 9, Recapitulation)
(II mare .pace I. n.lded, In..rt additional .heeh of sam. Slzl,)
S 11.230.14
tGust lIi11 Ull~ IDcstumcllt
l1f
I, GEORGE K, ALBERT, of 134 E. PENN STREET, CARLISLE,
CUMBERLAND COUNTY, PENNSYLVANIA, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby
revoking any and all other wills and codicils heretofore made
by me,
FIRST,
expenses be
practically
I direct that all my just debts and funeral
paid from my estate as soon after my death as
and conveniently may be done.
SECOND. I direct that my remains be interred within my
family's burial plot.
THIRD, I authorize my personal representative to expend
funds from my estate, in such amounts as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave,
FOURTH. I give, devise and bequeath all of my estate,
real, mixed or otherwise wherever situate unto my son, MICHAEL
A. ALBERT, per stirpes.
FIFTH. I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my will or
otherwise, shall be paid out of the principal of my residuary
estate.
SIXTH. I hereby nominate, constitute and appoint my son,
MICHAEL A. ALBERT as Executor of this my Last Will and
Testament. In the event of renunciation, death, resignation or
inability to act for any reason whatsoever of MICHAEL A.
ALBERT, I nominate, constitute and appoint DEBBIE ALBERT, as
Executrix of this my Last Will and Testament. I hereby relieve
my Executor from the necessity of posting security in
connection with his duties, as such, in any jurisdiction in
which he may be called upon to act insofar as I am able by law
to do so. In addition to the powers conferred by law, I
authorize my Executor, in his absolute discretion, to retain in
the form received, and to sell either at public or private sale
any real or personal property owned by me at the time of my
death.
COMMONWEALTH OF PENNSYLVANIA:
ss.
COUNTY OF CUMBERLAND
I, GEORGE K. ALBERT, Testator whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed. EAI.. "'d k ~
~~K. ALBERT
Sworn or affirmed to and
acknowledged before me, by
GEORGE K. ALBERT this 19th day
of April, 1995,
\^)o..~L~-
Notary Pub ()
NOTARIAL SEAL
WENDY 101, SIWFER, NOTARY PUBUC
CARLISLE ecR~. CUMCERlJJlD COUNTY
MY COMMISSION EXPIRES AUGUST 3, 1996
COMMONWEALTH OF PENNSYLVANIA:
ss.
COUNTY OF CUMBERLAND
We, S~o.",:;S-, Oi:.'to and fyr>l-t... Co.. L. J;)a e/f:he witnesses
whose names are signed to the attached or foregoing instrument,
being duly qualified according to law, do depose and say that we
were present and saw GEORGE K. ALBERT sign and execute the
instrument as his Last Will; that GEORGE K. ALBERT signed
willingly and that GEORGE K. ALBERT executed as his free and
voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the Testator
was at that time eighteen (18) or more years of age, of sound
mind and under no constraint or undue influence.
Sworn or affirmed to and
subscribed before me by
<::,.......c......,. <;; Oftc and
~~O-L -r>.,...., , witnesses,
thi~ 19th day of April, 1995.
j!, -<AU-v> O' {f!tft;
0}JL~' ~~
\AJ,. 0 L~~
Notary Publ'i6 (S
tlOiARIAL SEAL
WENDY .... SNA~fEr.. NOTARY PUBUC
CARLISLE eORO. CUMeERlJJlD COUNTY
MY COMMISSIO~ EXPIRES AUGUST 3. 1996
UNO, AA 185149
'*
lNoIW'II"'oIJ
COMMONWEALTH OF PENNSYLVANIA
DI'ARTMINT O. RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
RECEIVED FROM:
6
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
SUSAN J OTTO ESQUIRE
101
'12,052.00
1 IRVINE ROW
CARLISLE, PA 17013
ESTATE INFORMATION:
1:1 FILE NUMBER
g 21-1996-0933
I:t NAME OF DECEDENT (LASTI
i:iI ALBERT GEORGE K
~ DATE OF PAYMENT
Iii 02/07/97
m POSTMARK DATE
COUNTY
SSN 189-10-7488
(FIRSTI
(Mil
CUMBERLAND
DATE OF DEATH
11/11/96
REMARKS CORESTATES DANK N A
C/O SUSAN J OTTO ESQUIRE
m TOTAL AMOUNT PAID
$2,852.80
DO
SEAL
CHECKlI ll159587
'.-'
, '
RECEIVED BY
SIGNAtURE.
REGISTER OF WILLS
MARY C. LE.WIS
REGISTER OF WILLS
,
.,
. .
.-_1 -~
_ . __ ___.- ~.'~..lIlI. _ -"~u.'V ~.,...
"J - /-/(, '/0
BUREAU OF INDIVIDUAL TAXES
.Nt:AIlAHC[ fAX DIVISION
DCPI. lIGU!
twtRlSllMO, PA l1UI.OUl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
e
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SUSAN J OTTO
DUNCAN 8 OTTO
1 IRVINE ROW
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-19-97
ALBERT
11-11-96
21 96-0933
CUMBERLAND
101
A..ount R..1tt.d
PA 17013
*'
U'.I"""'" IU.1I1
GEORGE
K
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
iiiv:iS4i-EXuAFi'--foi-:9'fj-NOYicEuciF-YNHEiiifAiicE-YAX-A'ppRA'isEilENT-,--AiTciwANCE-iili---u---um----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALBERT GEORGE K FILE NO. 21 96-0933 ACN 101 DATE 05-19-97
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,230.14
9. Funeral Expans../Ad.. Costs/Hlse. Expans.. (Schedule H) (9)
10. D.bh/Hodu.u. Lhbll1U../lI.n. tSch.dulo II tlO) 344.97
11. Total Daductions UU
12, Hot V.l... of T.. bturn tl21
13. Charltabla/Govern..nt.l Beque.t. (Schedule J) (13)
14, N.t Volu. of E.ht. Subjoct to T.. tl41
NOTE: If an assessment was issued previously, lines 14. 15 and/or 16, 17 and 18 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
15, A.ount of Lln. 14 .t Spou..l r.t. (151
16. A.ount of Lin. 14 t.xable .t Lin..I/CI... A rat. (16)
17, Aoount of Lln. 14 t..obl. .t Coll.t.r.l/Cl... B r.t. (17)
18. Principal Tax Du.
TAX CREDITS:
TAX RETURN WAS, I X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule AJ
2. Stock. ond Bond. ISch.dul. BI
3. Clo..ly Hald stock/Partnership Intere.t (Schedul. CJ
4. Hortgages/Note. Receivable (Schedule DJ
5. Ca.h/Bank Deposits/Hi.c. Per.onal Property ISchedule EJ
6. Jointly Owned Property (Schedule FJ
7. Tran.fers ISchedule G)
B. Tot.l A...t.
III
121
131
141
151
1&1
171
.00
133.12
.00
,00
61.146.14
.00
.00
IBI
.00 X ,00=
49,704,15 X ,06=
.00 X ,15=
tlB)
PAYHENT
DATE
02-07-97
RECEIPT
NUHBER
AA185149
DISCOUNT I')
INTEREST/PEN PAID (-I
149,11
AHOUNT PAID
2,852.80
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this far. with your
tax pay...nt.
61.279,26
II .~7l; 11
49,704,15
,00
49,704,15
,DO
2,982.25
,DO
2.982,25
3,001.91
19.66CR
, DO
19,66CR
I IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
- -. -.- ..
~-; :-.,
.'
':1
RESERVATION: Elt.t.. 0' ~edent. dying on or be'or. Dec.-b8r ll, 1982 -- I' any future Intlr..t In the ..t.t..I. tren.f.rred
In po.....lon or enJov-.nt to Cl... I (coll.t.r.l) b8n8'lcl.rl.. 0' the dec.dent .ft.r th. .xplr.tlln 0' any .,t.t. 'or
Ilf. or for v..t., the C~..lth hereby ,xprl..ly rl..rv.. the right to appr.I.. and ...... tr~f.r Inh8rltencl T.xI.
.t the lewful CI... I (coll.t.r.l) r.t. on eny .uch future Int.r..t. ~
""""""'llf
NOTICE r
To fulfill tM requlr...,," of S.ctlon llltO of the Inh8ritlW'lC' end E.t.t. T.x Act, Act 21 of 1995. (12 P,S.
Section 9UO).
PAYMENT l
Detach tM top portion of thlt Hotlu and subeit with your pay.."t to the R.ghter of WHh prlnt.d on the nv.rs. .Ide.
--Hek. cNck or lIOney order payabl. tOl REGISTER OF MILLS, AGENT
RERJm(CRh
, nfund 0' . tax credit, which w.. not reque.ted on the Tax R.turn, ..., be reque.ted by c~l.tlna an .Appllc.tlon
for Alfund 0' Penn.ylvenle Inn.rltanc. and E.t.t. Tax. (REV-ISIS). Appllc.tlon. .re .v.llabl. .t the Office
of the R.ghter of WHit, en., of tM lS A.vlnu. Ohtrlct Offlc.., or by ceiling the 'PR181 21t-hour
answ.rlna ..rvlce nu.b.r. for for.. ord'rl";l In Penn.ylvanla 10800-3620Z050, out.ld. P.nn.ylvenl. and
within loc.1 H.rrlsburg .r.. (111) 78708094, TOO' (717J 77Z-Z2S2 IH..rlng I.palr.d Only),
OeJECTIOHS: Any p.rty In Int.r..t not ..tl.fl.d with the appr.I....nt, .llow.nc. or dl'.llowanc. of d'ductlon., or ........nt
of t.x I Including discount or Int.r.st) as .hown on thl. Hotlc. .ust obj.ct within .Ixty (60) da.,s of r.c.lpt of
thlt NoUce by:
AOftIN
ISTRATJVE
CORRECTlONSl
--written prot..t to the PA Oep.rt-.nt 0' R.venue, Bo.rd 0' Appea", Dept. lal021, H.rrlsburg, PA 17121-1021, OR
".lectlon to have the ..ttlr deterllned at audit of the ecCCMont of the plrson.l represent.tlv., OR
--eppeal to thai Orphan.' Court.
Factual .rror. dlscovlr.d on this as..I'.lnt lhould b. .ddr....d In wrltln; tal PA a.part..nt 0' A.Venul,
Bur.eu of Indlvldu.1 T.XI', ATTN: Po.t A......ent A.vl.w unit, aept. Z80601, H.rrllburg, PA 171ZI-0601
Phone 171?) 78106505. s.. P&Qe 5 of the bookl.t -In.tructlon. for Inheritance Tax R.turn 'or. R..ldent
Dac~t. CREV-ISOI) for en axplanatlon 0' ~lnl.tratlv.lY correctabl. .tror..
DISCOCMTI
If any tax due I. paid within thr.. (3) celendlr IOnth. aft.r the decadent". de.th, a five p.rcent I$X) dl.count of
the tax p.ld I. .llowed,
PEHAlTVI
The 15% tax BInI.ty non-p.rtlclp.tlon penelty I. coaputad on the total of the tax and Int.r..t ......ad, end not
p.ld be'ora January 18, 1996, the flr.t day .fter the and of the tex aanesty period. Thl. non-plrtlclp.tlon
pent I ty II liPPI.llbl. In the .... .8fVMlr and In the the .... U.. per lad at YOU would lptM.l the tax end Intlr..t
thet ha. been .'II..ad .. Indlc.t.d on thl. notlc..
INTEREST I
Intera.t It chargad be;lr.d,. with first day of thllnquency, or nl". (9) IOnth. end OM (1) dey froe the date of
~th, to the dal. of p.r-ent, Taxa. which ~ thllnquent before January I, 1982 blar Int.r..t .t the r.t. of
.Ix C6~) percent p.r annu. calculaled at . dilly r.l. of ,DD01~. All taxI' which bee... delinquent on and Ifter
January I, 1982 will bear Int.rl.t .t . r.t. which will vaty 'rOl c.lendar y..r to cellndar r..r with that rat.
announced by the PA Depert.ent of R.venue. The appllcabl. Int.r..t r.t.. for 1982 through 1997 ar.l
~ Tntere.t "at. Dally Intlr..t rltctor !!!!' Int.re.t Rat. nally Int.r..t Factor
1982 "X ,ODO~1t8 1987 'X ,DOOZU
1983 16;( .00008 1983-1991 11;( .000301
I... IlX ,DOOnl 1'" 'X .000Z1t7
1985 UX .ODD3S6 1993019lM T< .0001'2
1... lOX .DDDZ1,. 1995-1997 OX .DOOZIt7 .
--Interllt I. calcul.tad .. foUow'l
INTEREST . BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTOR
o-Any Hotlc. h.ued .fhr the hx beco... d.lInquent ..Ill reflact en Internt nlcul.Uon to fifteen Cl5) days
beyond the date of tM .......ent. If pay.ent Is .eeSe after the Intere.t coeput.tlon data shown on the
Hotlc., additional Int.r..t .ult be c.lculated.
PAYltEHTr
Detaoh the top ""tlon of thh Notice and .watt ",tth your pl!Iyaent aad. plyabl. to the nu. and addr...
pl"lnted on the rever.. .Idfl,~
If R[SIOCNT DECEDENT aue check or "MY ard.r plyable tal REGISTER OF WILLS, AGENT,
If NOH-RESID[NT DECEDENT .... ch.ck or laney order payabl. tal COMMONWEALTH OF PENNSYLVANIA.
REfUND (CA): A r.fund of . tax credit, which "". not reque.ted on the Tlx Return, aay be r.que.ted by co~lltlng an
.Appllcatlon 'or Ae'und a' Penn.ylvanla I~rltance and Eltatl Tlx. (REV-Ill)), Appllcltlonl '1" lvallebl. at
the O"lce 0' the AIgl.t.r 0' Willi, any 0' thl 23 A.venu. Dlltrlct Of'lc.. or froe the Dep'rt.ent'. 24-hour
en'Wlrlng I.,.vlce nuablr. fa,. for.. ord.,.lngl In Penn'Ylvanll 1-100-362-2050, aut.ld. Pennlylvanl.
IInd tllthln locI I H.rrlsburg '1'" (111) 787-1094, TOO' (717) 772-2252 (H..,.lna blpllred only),
REPlV TO: Queltlon. r.glrdlng '1'''0,.. contllned on this notlCI should be Iddr...1d tal PA O.pertlWtt 0' A.VWlUl, Bu,..eu
of Individual Tax.., ATTNI Po.t ,......ent A.vl.", unit, Dept. 280601, Hlr,.l.burg, PA 17128-0601, phone
(717) 711-6505.
DISCCDrT :
If '")' tu due h P.ld ",tthln thr.. U) calandar aonth. afhr thQ dlcedll"lt'. death, I five percent tS:() discount
01 the tax plld h IUOVId.
PEHALTY:
The ISX tax eana.ty non-p.,.tlclp.tlon penalty I. coaputad on thl total 01 the tax and Int.r..t a.....Id, and not
Plld bafor. Janua,.y II. 1996, the Ilr.t da)' 1ft.,. the and 0' the tax aenllty p.,.lod,
INTEREST I
Int.r..t I. charged beginning ",Ith flr.t day of delinquency, 0,. nine (9) .onth. IInd one (I) d8y '1'01 the date 01
dllth, to the d.t. 0' PlyaWtt, rlx., which beca.. delinquent be'ar. January I, 191Z b..r Int.,...t at the ,..t. 01
.Ix (6X) p.rcent P'" annua c.lcul.t.d at a dall)' rlt. of .0001~. All tax.. which beea.. dlllnquent on and a,t.,.
Janu.ry 1, 1912 "'III bea,. Int.r..t It . rat. which "'Ill vary f,.oe cal.nda,. y.a,. to c.landa,. )'..,. with that rat.
ennouncld by the PA Depa,.tlant 01 Aevenue. The appllcebll Int.r..t r.t.. for 1912 through 1997 are:
v..,. Int.r..t Rate Dally Intere.t Facto,.
Yea,.
Interut A.te
Dally Intere.. Facta,.
1911 2.2 ,000541 1917 92 .000Z47
1981 162 .0DOUa 1911-1991 11% .000301
19.. 11% ,000301 1992 92 ,000247
1915 132 ,000356 1993-1"" 12 .0110192
1... 1.2 ,000274 1995-1997 92 .000247
--Interut h cllculltlMt II 'allow. I
INTEREST . BALANCE OF TAlC UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. I..ued .ftl,. the tIX beeDle. delinquent will reflect an Intlre.t celculltJon to Ilfteen (IS) day.
beyond the dlt. a' the ........"t. If PIYMnl .. aada 1ft.,. tM Int.rut COlllpUtltlon data IhotIn on the
Notlc., addltlONI Int.rut .u.t tM cllcul.tld,
Name of
STATUS REPORT UNDER RULE 6,12
Decedent: )~1 ;( tiillilA.f
Death:---1I, ; I / "~I,
,
/f90.UO;J33... Admin, No.
Date of
Will No,
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 wgether administration of the estate is complete:
Yes~ 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 repr~ntative 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 state an ~
account informally to the parties in interest? Yes 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 a' ched to this report,
Date: /0- ?-f7.Jf
4n fi! tOftt/';
Name (Please type or print) ,;7
J 7/2 II; f,)(-'J=?c.'I) (!4eL,sk T4-
Address / 7CJ/.3
( 71/l :) </.f) - /77[;0
Tel. No.
Capacity: Personal Representative
~counsel for.personal
representatlve
(MAH: rmf/ AM3)