HomeMy WebLinkAbout96-00951
PETITION FOn J>>lmUATl~ '\lId ~nANT OF LKrmus
Estate of Odo Jl. 1I0SFEI.Il
also known as
No.
Tu:
Itrgislrr of WI.IIs for Ille
. V,'wl.m/. COllllly of ._~~:."'r iI,"1 in lhe
Social Stl'llrily No. IfHl - n I - "~711 Conllnunwellllh :Jf Prnnsylvania
The petillon uf Ihe umlersigned rrspeclfully represenls lhlll:
.
Your pelitloner(s), who is/lire 18 yellrs uf age ur older Ilnlhe execu~.!W.-.
In lhe last will of lhe abuve decedenl. daled -.lli;.I..u.l!.l:.L.!l6
and eodicil(s) daled _'
named
, 1911!l.-
(\Ialc ldrvalll d'CllfIlURIl{CS. c.,. ICllllllclntlulI, lInlh of CACclltor. Clc.)
Decctlelll 11'11\ dumiciled al dealh in ClIlllb"r I 01 lid County. Pennsylvania, wilh
her last family or pllncipal rrsidenee al -..:Lli~1I1 S t reI' I
--llOOlllXo P,I 17'J{,D-Nt':1\, ;-A( (.(1 h'~('
,.., , 1-
lIi!lL atrl't!L, number, Twp. ur Huru.1
Deeedent.lhm 80 )'ears of IIge. died Novl'mhl'r OR ,19Qr,
at Co1r1IHI.,J.lJutu.I.to1l, Co1rl/HI,., P^ 17()1'l .
Exeepl as fullows, decedenl did nut nlllrry, was nol divurced nnd did not hav.i a child born or adoplctl
after execulion of Ihe will offered fur prubale; was nollhe viclim uf R killing o.ild was never adjudiealed
Incompelelll:
Decedent al uelllh owned I'rOpelly wilh eSlinlllled values as folluws:
(If domiciled Inl'a.) All personal properly
(If not domlcilrd In I'a.) Personal properly inPennsylvDnia
(If not domiciled In I'D.) Personal proprrly In Coullty
YDlue of real eSlale III Pennsylvan!a
siluDled as follows: _ J See,,"!} Stre<'t, t:,'wIJlJl'g PA
S 570,000.00
S
S
S 'i0,000 nn
J72/,O
WHEREFORE, pelition':r(s) leSl'eelfully re'lllesl(Jll lhe probale of lhe last will Dnd codlcll(s)
prrsenled herewilh Dnd Ihe granl uf lellers_IcsUl=IUll:>l
(ICU3I11CIIIIUY; ndllliuhulllJon c.I.a.; administrAtion d.b.n.t.I...)
lheron.
t
~j
"!l,g
;'il
J~
di~."j [( BeVh<-I."S:I-
.eono1rd A. /lAHNIIAllT
226 ~h:tdv HOo1d
Newhun: I'A 172/,0
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. -r i / . ,(:' y,'. -L-
/ /l..J~-",-V-- (;I.D. fl~..- --:r.-.Y-
Thpron (). MIWI/AHT
]I, 2 ~had y Jload
N"wlou,,' ",\. 172M)
.,.
,
OATH 01" PEUSONAL IUWUESENTA:I'IVE
COMMONWEALTH OJo'I>ENNSYLVANIA } tlS
COUNTY OF CIJN/lF.RI.ANIJ
The pelilioner(s) ahoye.named swear(Jr:) ur Dffirm(Jr:) Ihlll Ihe slalemenls In lhe foregoing petition are
llue Dnd cnrreCI lu Ihe be,", of lhe knuwledge Rud belief of (1elilion~r(s) and lhal as personal represen.
lalive(s) of Ihe abuI'e demlell! pelitiuller(s) "ill \\";111 a, dllllly ~Iminisler lhr eslate Dccordillg 10 law.
, Ij /i ~ JI....-:----
Sworn 10 or affirllled ~ud slIb!eriued {' .("(!,"7, "', (.r.J,(.l-,. ",",F - ~
before me Ihis 70TH : day of v l.eou:lI d ,\. IIMmlAHT ~.
'/,1'1 toiovl'l~IJPr ,r '9~ 7,' ( , /) . r~
11f..t".( , 1(J't"/,', "'.'/11 IrO:.'(I,.../-.'-_.- (~~. )A.~, '-)'.-<_ ~
MARY Ie LEWIS Register,' I Tit,."", 11. lI^,lNI/AHT -l:!.
' ,
No. 21 - 96 - 951
Eshtle of
Olin II. 1I0Sf'I'I.1J
, Deceased
DECnEl~ 01<' ItlWllATE ANI> GRANT OI~ LErrEl{S
;,
AND NOW Nnunmlw" ;11 19J1.L. I~ cun51derallon or the petition on
the reverse side hereur, satislllctury pruur having beenpre5Cl11ed befure me,
IT IS DECREI!D Ihallhe InstrulJ1ent(s) dalell O!:.l&lu'r 06. I 'Jllf,
described therein be adlJ1l11~d to IlrubalC and filcd or recurd as Ihe last will ur
Odo R. 1I0S~'EJ.D
and Lellers Testllmcntnry
arc hereby granted to '....nnnrtl ^ HMHJII.\T1'" :1;1,1 '1'11(\1-011 n HhfHJIJ^".,.
.'
"
"
FEES
f
Probate, Lellers, I!tc. ...:..... . $
Short Certlficates( 1) . . . . . . . . .. S
Renunclallun ................ $
X-Pages $ 3.00
JCP ~.uu
TOTAL - $ 421.BB
flied ........ .~QYFM~~~. .~1,. ,l.9.~(i......
(717) 532 9/,76
l'Il0NE
410.00
3.00
ATroRN.8Y (sup. CI. 1.0. No.)
701 Enst King Street
Sh 1I'I'(,I1sburg Ph 17257
ADDRESS
J
. "
. .
0(,
r ;.
c:'
Called attorney on 11-22-96.
Thi:\ 1:\ 10 (L'llil) Ih.1I I Ill' illftlllll.llillll linl' gl\TIJ 1'1 \HIIlIII~ ,PI'n,! ltlllll ,111 tlli~ill.d l(.ltilll.lll' 01 dt'.lIh dill) filc:.1 willi JIll'.1\
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WARNING: It Is lIIegolto dupllcato this copy by phOt09tol or phologroph.
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1.jI:"J~ ~.Il,!., !\N,Il_ :r!:~:r.^~!!:~:r
I, ado 1\. Hosfeld, of "opl'well Township, Cumhl'rlalHl CounLy, Pennsylvania,
declare lhls Lo he my LlIsL 1.111 and 'l'l'sLamenl and revokL' any will or codlcll
previously made hy ml'.
I'l'EtI 1: 1 dlrc'cL Lhal all my JnsL ,Iehls and fnneral expl'nses, Including
my gravemarker and all expenseH of my last I \lness, shnll be pnld from my
residuary estate ns soon as praclleable afler my decease as a part of the
administrntlon of my eHtate.
lTEH II: 1 give, devise nnd bequeath any Items of my personn1 property
to my children as they may select such items from among personnl property items
owned by me at my death.
1TEH Ill: I give, devise and bequeath all the rest, residue and remainder
of my estate of whatever nature and wherever situate to my children, Leonard A.
Barnhart, Theron O. Barnhart and Barbara L. Hoffman, In equal shares, per
stirpes, each share to be adjusted to account for the value of any items of
personal property selected pursuant lo ITEH 11.
ITEH IV: I direct that 0111 taxes that may be assessed in consequence
of my death, of whatever nature and by whatever Jurisdiction Imposed, shall
be paid from my residuary estnte as part of the expenses of the administration
of my estate.
ITEH V: I appoint my HonH, Leonard A. Barnhart and Theron o. Barnhart,
Co-Executors of thiH my Last III II and Testament.
1TEH VI: I direct tbat my Co-Executors or their successors shall not be
required to give bond for the faithful performance of their duties in any
Jurisdiction.
g)-ICj J - /
BUREAU OF INOIVIOUAL TAXES
INHERltANC[ tAx DIVISION
D[PJ. :8D601
llAARISlUAG. PA 171098-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(;/
~
r~U\
1I'.hIlU'" 11l.t11
BARBARA L
PO BOX 433
NEWBURG
HOFFMAN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-27-97
HOSFELD
1l-OB-96
21 96-0951
CUMBERLAND
96161532
ODO
Anount H..Ut.d
PA 17240
MAKE CHECK PAYABLE AND REMIT PAYMENT TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To insure proper credit to your account, subnit the upper portion of this forn with your t.x p.ynent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'j:if,iij-EX-AFp.-iii3":97y------...uiNif€RiTANC'E-iiiiCsi"iiiEilENi-ii"-iiccouiiiuj;..mummu-m----
ESTATE OF HOSFELD ODD R FILE NO. 21 96-0951 ACN 96161532 DATE 10-27-97
TNIS STATEHENT IS PROVIDED TD ADVISE OF TNE CURRENT STATUS DF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF All PAYHENTS. THE CURRENT BALANCE, AND. IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-20-97
PRINCIPAL TAX DUE, .00
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
.00
BALANCE OF TAX DUE
.00
.00
.00
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN tl,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
R
PAVtENt l
O.t.ch th. to. .o,tlon o' thl. Hotlc. ond ....It .Ith you' ..y..nt ..d. ..y..I. to th. n..' .nd .dd'."
prlnted on the nver.e side.
I' RESIDENt DECEDENt .ak. eh.ek or .oney order payable tos REGISTER OF WILLS, AGENT.
If HOH'OES10EHI OECEDEHI .... eh.ek 0' .on.. o,de< ..y..I. to' COHHONWEALTH OF PENNSYLVANIA.
OEFUNO (COI, A ,.fund of . t., c,.dlt, which ... not ,.qu..t.d on th. I.. O.tu,n, ..y .. ,.qu..t.d .y eo..I.tln. .n
"A..lle.tlon '0' O.fund of ..nn.yl..nl. 'nh.,llone. ond E.t.t. 1.'" <OEV-l.I.'. A..llc.'lon. .,. ...11..1. ..
tho Off Ie. d' th. o.ol.t.' D' will.. .ny of tho 2' o...nu. OI.t,le' Offle.. 0' f,o. tho D...,...nt'. 2'-hou'
an.werlng ,ervlee ~ber' for for.1 orderlngl In Pennlvlvanla 1.100.36Z-Z050, outllde ~annlYlvanle
and within local HarrllbUrg area (717) 717-8D9~, TOOl (717) 77Z-ZZSZ (Hearing I~alrad only).
REPLV tDl
Du..tlon. ,...,dln. ."0" eont.ln.d on thl. not Ie. .hould .. .Od,....d to' PA O.p.,...nt of o...nu., au'..u
of Individual TaMel, ATTNl POlt AI.a...ent Ravlew Unit, Dept. ZID601, Harrl.burg, PA 171ZI-0601, phon.
(717) 787-~50S.
D[SCOUNT I
If ony t., duo I. p.ld within th'.' 1" c.l.nd., .onth. .ft., th. d.c.d.nt', d..th, . fl.. ..,c.nt (S~l dl.eount
of the ta. paid 1. allowed.
PEHAlT't1
lh. IS~ .., .""'y non-p.,tlclp.tlon p.n.lty I. eo.put.d on th. tot.1 of th. t., .nd Int.,..t .......d, end not
peld bafore January la, 1996, tha flr.t day after the end of the taM a.n..ty period.
INTERESts
Int.,..t I. eh.,..d b.. Inn In. with fl,.t d.y of d.llnqu.ney, 0' nln. (01 .onth. end on. III d.y f,o. tho d.t. of
d..th, to tho d.t. of ..y..nt. I.,.. which ..e... d.llnqu.nt b.fo,. J.nu.'y I, loa2 b..' Int.,..t .t tho ,.t. of
.1, <'~I p.,c.n' p.' .nnuo c.leul.t.d .t . d.lly ,.t. of .ODDI". All t.... which ..c... d.llnqu.nt on end .ft.,
Jonu"y I, loa2 will b.., Int.,..t .t . ,.t. which will ..,y "0. e.l.nd., y..' to c.l.nd.' y..' with th.' ,...
announced by the PA Depert.ent 0' Ravenue. Th. epplleable intere.t rate. for 198Z through 1997 ares
Vear
[ntere.t Rate Dally [ntara.t Factor
V.ar
Internt Rate
Dally tntere.t Factor
1'182 ZOX .000541 1961 O~ .00OZlt7
1'16S 16X .0004sa 19Ia.1991 llX .000101
1914 II~ .000lDl 1992 O~ .000Z47
19&5 UX .000156 1993-1994 ]X .00019Z
1'116 lOX .000Z74 1995-1997 O~ .000Z47
.-Internt I. calculated .. follow' I
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS OELINQUENT X DAILY INTEREST FACTOR
--Any Hotle. I..u.d .ft., th. t.. b.eo..' d.llnquon' wIll ,.'l.et .n Int.'... e.leul.tlon to flft..n <ISI doy.
b'Yond the date of the ........nt. If pay.ent la .ade afler the Intare.t co~l.tlon data .hoWn on the
Notle., additional Inter.at .u.t be calculated.
1,5- /11.1 - /
COMHONWEALTH OF PENNSYLVANIA
'EP~'TMENT OF REVENUE
i~~t1" ~~
fr.?l' .
~...-:.
R
c' ~
BUREAU OF INDIVIDUAL TAKES
lHlllRIIAHC[ UX DIVISIDN
OlPI. :aobol
111ARISIUAG. PA 111:a,obDI
.
.OTICE or INRERITANCE TAK
APPI..ISEHENT L ALLDHANCE OR DISALLDHANCE
Dr DEDUCTION., AND ASSESSHENT or TAK ON
JOINTLY II&LD OR TRUST ASSETS
1I,.n_t 1111. III.".
BARBARA L
PO BOX 433
NEWBURG
HOFFMAN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
10-27-97
HOSFELD
1\-08-96
2\ 96-0951
CUMBERLANO
180-0\-9870
96161532
Alllount R_"lt t.d
. - -
000
PA 17240
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 ~
R-€v:iS-4S-Eif-AF-p-roif:97i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-27-97
ESTATE OF HOSFELD
ODD
R DATE OF DEATH 11-08-96
COUNTY
CUMBERLAND
FILE NO.
21 96-0951
TAX RETURN WAS:
S.S/D.C. NO. 180-01-9870
( ) ACCEPTED AS FILED (X) CHANGED SEE
JOINT OR TRUST ASSET INFORMATION
ACN 96161532
ATTACHED NOTICE
FINANCIAL INSTITUTION: MELLON PSFS
ACCOUNT NO.
410-070-3455
TYPE OF ACCOUNT: () SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-24-84
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tex Rate X
Tax Due
.00
0.500
.00
.00
.00
.06
.00
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY OROER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE IS LESS THAH $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS ^ "CREDIT" I CRI. YOU HAY BE DUE A REFUHD.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.00
.00
.00
.00
DISCOUHTr
PENALTY:
INTEREST:
........
.....
PURPOSE OF
NOTICE I
To 'ulflll I~I rlqulrl..nl. 0' S.ctlon ZI40 0' Ih. Inh.rltanCI and [.tal. 'a. Acl. A~t ZI of 1995. (7Z P.S.
S.ctlon '140).
PAYMENT:
D.tach the top portion 0' Ihl. Nollc. and lub.lt wllh your pay'.nt 10 Ih. R.gl.l.r of Will. prlnl.d on Ih.
r.v.r.. .Id..
-- Mak. ch.ck or .on.y ord.r payabl. to: RECISt[R OF WIllS. AGENT.
REFUND (CR):
A r.'und 0' a ta_ cr.dll. which ~a. not r.qu..led on the ta. return, .ay be r.qul.led by co.pl.tlng an -ApPlication
'or R.lund 0' P.nnlYlvanla Inh.rltanc. and E.tall Ta_" (R[Y ::;11. Appllcatlonl arl avellabl. at thl O"lcI 0'
t~ Ragl.l.r 0' Will., any 0' the Zl R.vanuI olltrlct Olfl~.' or by calling thl 'plclel Z4-hour an'~lrlng 'IrvlCI
nueb.r. 'or lor.. ord.rlng: In Pann'Ylvanla l-aOO-16Z-Z0S0. ~utlld. Plnn,ylvanla and within local
Harrl'burg araa (117) 131-3094. TOOl (117) 77Z-ZZ5Z (Hlarlng Iap.lrad Only).
OBJECTIONS: Any party In Intlr..t not .atl,'lad ~Ith thl appral.e..nl, allo~anc. or dllallo~anCI 0' daductlon. or a'I.I'..nt
0' ta_ (InclUding dl.count or Int.ra.t) a. .hown on Ihl. Notlc. .ay objlct ~Ithln .I_ty ('D) day. 0' rec.lpt 0'
thlt Hotlce by:
--wrlttln prota.t to Ih. PA O.part.lnt 0' R.V.nul, Board 0' App.al.. OIPt. Z810ZI, Harrllburg, PA 17IZa-IOZI, OR
--alactlng to hava thl ..tt.r d.taraln.d at the audit 0' the account 0' the plr.onal rlpr..entatlva, OR
--app..1 to thl Orphan.' Court
ADtUN-
ISTRATlVE
CORRECTIONS: Factual Irror. dl,covlrld on thl. a..e....nt .hould b. addr....d In ~rltlng tOI PA D.part..nt 0' R.v.nu.,
Buraau 0' Individual Ta..., ATTN: Po.t A'.....ant RIVllw Unit, DEPT. Za0601, Harrl.burg, PA 171Za-0601
Phon. (717) 187-'S05. 5.. page 5 0' the booklet "In.tructlon. lor Inh.rltanc. Ta. Rlturn lor a R..ld.nt
D.cldlnt" (REY-ISOI) 'or an ..planallon 0' ad.lnl.lratlvlly corr.ctable Irror..
I' any ta_ dUI I. paid within thr.. (1) calandar .onth. a't.r Ihe decadlnl'. d.alh, a 'Iv. plrClnt (S~)
dl.count of the ta_ paid I. allo~.d.
Th. 15Z ta_ ..n..ty non-participation Plnally I. COlputed on Ihl tol.1 of the ta. and Inl.r..t .......d. and not
p.ld b.for. January la, 1996, the flr.t day a't,r the .nd of the ta. .an..ty p.rIOd. Thl. non-p.rtlclpatlon
plnalty I. appeal.bll In the .... lann.r and In Iha the .... tl.. p.rlod a. yoU would app..1 the ta_ and Int.ra.t
that h.. ba.n .......d a. Indica led on thl. not Ie..
,
.
,
~
,
Int.r..t II chargad b.glnnlng with 'Ir.t day of d.llnqu.ncy, or nine (9) lonth. and anI (I) d.y
'roe the d.t. 0' d.alh, to thl data of pav.ent. Ta_.. which b.ca.. dlllnquent blforl January I, 198Z
be.r Int.ra.t .t the r.t. 0' .1_ (6~) p.rcanl per annUl calculat'd .t a d.lly rat. of .000164.
All t._.. Which blca.a d.llnqu.nt on or aft.r Janu.ry I, 198Z ~lll b.ar Int.r..t .t a rata ~hlch will v.ry 'ro.
calendar ya.r to cal.nd.r y..r wllh Ih.t ral. announc.d by Ih. PA O.p.rl..nt of Rav.nue. Th. appllc.bll
Inlar..t ral.. 'or 1982 through 1997 ar.:
V..r Internt Ratl Dilly Intarnt Factor Y..r Internt Rat. Dally Int.r", r.ctor
.98Z zn .000541 19a7 .~ .000Z41
1981 16~ .000418 1988-1991 IU .000101
19a4 11% .00DlOI I99Z .% .000l41
1985 U:C .GOOlS6 1'99)-1994 7% .00019Z
1986 10~ .00Ol14 1995-1991 .% .000Z41 - .
ulntarnt I. celculal.d .. followll
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
.-An~ Notlcl I..ued .'I.r the ta_ b,col" d.llnqu.nt will rafl.ct In Inl.r..1 calculation to fl't.en (IS) days
b.yond the d.ta 0' the .....s..nt. I' paYI.nt I. ..d. a'tar the Inl.re.t co.pullllon det. Iho~n on the
Notlc., addltlonel Int.rl.t lU.t b. c.lculat'd.
f!
......
..
01:', .,J
,..- \c. '...., ~~
,,' ',~ ,~
-..j
-
, "
C1
-~
1'--)
~"
;,.::;.
'",.~ ;
'-, ~
'.>J
.., ...
- . --+ '. - . --. .- -- .....
....'16111"""
1851 05 COMMONWEALTH OF PENNSYLVANIA
DlPARTMINT O. RIVINUI
OPPICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
D NO. AA
RECEIVED FROM:
&
ACN
ASSESSMENT r:'I
CONTROL IiII
NUMBER
AMOUNT
96161532
$4B8.4E:
LEONARD A BARNHART
226 SHADY RD
NEWBURG, PA 17240
ESTATE INFORMATION:
t:t FILE NUMBER
U 21-1996-09~1
1:1 NAME OF DECEDENT ILAST)
I;iI HOSFELD ODD R
In DATE OF PAYMENT
Iii 01/2'3/97
EJ POS1MARK DATE
COUNTY
SSN 180-01-9070
(FIRST)
(Mil
CUMBERLAND
DATE OF DEATH
11/08/96
REMARKS LEONARD A BARNHART ETAL
REGISTER OF WILLS
I
\
.' , . ,.../.l I
RECEIVED BY ~:''/ I,v.. C, ..::..........-!./ ,~'~.:-v i
-/ ~GN'lU~'", ' ". I"
, ......' AL...,....."
MARV C. LEWIS '....l"',,"~,lw"~;.<..
REGISTER or WILLS I ,./
.488.42
SI<
m TOTAL AMOUNT PAID
SEAL
CHECKll 9'3
- -- - -. - -- - - -_.- -.-- _.. -. .-_.- -.. -....- . - . - . .
-- --.-+ ~- -- -- .+-- - -- -.-- .__.~_..
--- ..-.- -- - _.
i
,
-
. .
"
__f -p-""""""-
--- _' ---.-- -.--:""...N'e _ _ 1:'
- - .- . . - . -'. _.~_. .- ..+. -... .-...
....,.....1'-0'1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT or REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
UNO, AA 185104
RECEIVED FROM:
&
ACN
ASSESSMENT P:'
CONTROL IiII
NUMBER
AMOUNT
Q6161'iJl
.~'tc:.o~
LEONARD A BARNHART
226 SHADY RD
NEWBURG. PA 17240
ESTATE INFORMAlION:
I!:t FILE NUMBER
Y 21-1996-0951
I!:t NAME OF DECEDENT (LAST)
~ HOSFELD ODD R
II DATE OF PAYMENT
EJ POSTMARK DAlE
COUNTY
SSN 180-'01-9870
(FIRST) (Mil
CUMBERLAND
DAlE OF DEATH
m TOTAL AMOUNT PAlO
$342.6ll
PB
REMARKS
LEONARD A BARNHART
REGISTER OF WI LLS
,
. _.' (' /. ...,i;"
RECEIVED BY /;;'Iio';, / ( ,'j"" ,.J .;,....
,4 ICiNA-TU f - - .-'-
,I ~. ',- ,. ., I. ,
MARY C. LE\.jJ S ,.; /.~';,,';/{;1;'';/-
REGISTER OF WILLS ' I ~
SEAL
CHECK" 092
-.. --. ...-- ._--- --~.
~.- ---'. --- -- -- _.._- ~.--..- .
.'
--- ,
-..."..",-
.
-..--
.. -".-:"'..JllM _ _ r. .,...
/5-1'1)' f COMMONWEALTM OF PENNSYLVANIA i'
DEPARTMENT OF REVENUE 01'- ~ .".
C '~-.., {"'I~/:
BUREAU OF INDIVIDUAL TAXES ' ;,i....,'i....,
INHERITANCE TAX 'I It...'(. \
1""LIfIUNcr tAlt DIV1510~ r . ..~~.c
. ...1: .
Dlf'f. ,'8obOI STATEMENT OF ACCOUNT .1....,~~...,,,.t. ',J.,
IIAIUHSIlUIIC. PA 1/1;8 DuOI ",... ;'-' .
Ilf...:IIII" ':1 HI
DATE 12-01-97
ESTATE OF tlOSFElO 000 R
DATE OF DEATH 11-08-96
FILE NUMBER 21 96-0951
COUNTY CUMBERLAtIO
SALLY J WINOER ESQ ACN 101
701 EKING ST A~ou"t Re"ltt.d
,
SHIPPENSBURG PA 17257 =- .,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To insure proper credit to your account. sub.it the upper portion of this form with your tex paynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V:i60-j-EX--AFP--ioji:97i-------...--iNH-ERir-ANCE--fAX--STiifEHEtif-o-F-AC-Couiif--.-..---------------------
ESTATE OF HOSFELD ODD R FILE NO. 21 96-0951 ACN 101 DATE 12-01-97
TNIS STATEHENT IS PROVIDED TO ADVISE DF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SNOWN BELOW
IS A SUHHARY OF TNE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-24-97
PRINCIPAL TAX DUE: 35.037.20
PAYMENTS (TAX CREOITS):
PAYMENT
OATE
01-22-97'
01-23-97
08-07-97 '
RECEIPT
NUMBER
AA1B5104
AA1B5105
AA211616
01 SCOUtlT (+)
INTEREST/PEN PAID (-)
18.03
25.71
.00
AMOUtlT PAID
342.64
48B.42
34.164.59
I TOTAL TAX CREDIT
BALANCE OF TAX DUEl
INTEREST AND PEN.
35.039.39
2.19CR
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATIDN OF ADDITIONAL INTEREST.
I IF TDTAL DUE IS LESS THAN $1.
NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDn" (CRI.
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
TOTAL DUE
.00 I
2.19CR I
"
, ~!-
PAYH(HT;
O,tach thl top portion of this Hotic. and 'ub~lt ~Ith your pny~.nt ~nd. paynbla to th. na~. And addr.'.
printed on thl raver.. ,Ida.
If RESIDENT DECEDEN' llIa~. chee" or l'Ion.., order pllyabla to: REGISTER OF WILLS, AGENT.
If HON-RESIDENT DECEDENT nil'" checl< or fIIon.., ordllr paYllbl8 10: COHHONWEALTH OF PENNSYLVANIA.
REFUND fCRI: A r.fund of II ta~ credit. which was not requested on the In_ poturn, nay bu ruque,lad by conpl,tlng an
"Application for Rofund of Pannsylvanla Inheritance and [stnla la." IREV-lllll. Applications at. available at
thl Offlc8 of the Rlgll'ar of Willi, any of thl ,3 Rlvenue Diltrlct Offlc8' or fron tha Oopnrtl'lont's Z~'hour
answlrlng ..rvlcl nueb.r. for for.. ordering: In Plnnsylvanla l-aOD'3bZ-ZO~O, outllde Ponnsylvanla
and within local Ilarrhburg ar88 (111) 181'8091" TOO' 11111 l1Z-ZZ~Z IHearlng ."palrod onlyl.
REPlV TO:
auo.tlons rogardlng .rrors contalnod on this notlc. should bo addross.d to: PA Dopart"ont of Revonu., Buroau
of Individual Ta..s. A1TH: Post Ass.s,nont ~evl.w Unit, Dept. :80&01. Harrisburg, PA 11128.0bOI, phon.
Oil) lal.-.ljQI!j.
DISCOUNT:
If any taM d~e Is paid within thr.. 131 calondar eonths aftor the docodont's doath. " flvo perc.nt IS~) discount
of tho t~. p~jQ is allowed.
PENAL TV:
Tho tS% taM a"n.sty non'partlcipatlon penalty Is co"putod on tho total of tho ta~ and intorost alsolsod, and not
paid b.foro January 18, 199&, tho first d~y aftor thO ond of tho taM anno,ty porlod.
INTEREST:
Int.r.st Is char god beginning with first day of delinquency, or nine lql oonthl and on. II) day froo the date of
doath, to the date of pay.ont. Ta..s whiCh boca.o d.llnQu.nt bofor. January I, IqaZ boar Interolt at tho rat. of
Slk (&%) porcent por annu. catculated at a dally rat. of .DODthl,. All ta..1 which beca.e delinquent on and after
January I, 1982 will bear intorest at a rato ~hlch will vary fro. calondar y.ar to calondar year with that rat.
announced by the PA Oeparl.ont of Rovenuo. Tho appllcablo Intor.lt rato, for Iq8t through 1991 aro:
Vear
Int.rest Rat. Dally Intorest Factor
Vear
Intorost Rftto
Dally Int.r'll Faclor
1982 ZO~ .ODOSC,8 1981 9% .000lCol
1983 16:< .000C,S8 1988-1991 II~ .000101
198C, 11~ .000301 IqlJl I)i! .000ZC,1
1985 lliC .oaUlj& 1993-101}1, 1% .00019Z
1986 10iC .DODUC, 1995~1997 9% .DaDlIoI
ulnlornt Is calculatod as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'.Any Notice Issued aft.r the te. bocoeos delinquent will refl.ct an Intorest calculation to flftoon (15) deys
beyond Ih. date of tho ftls.,s..nt. If pay"o"t is .ado aftor th. Inter.st CO"Putfttton det. sho~n on tho
Notlce, addltlone' Int.rost oust b. calculated.
CD..tOHWUl1U Of' PUIdYl VAN IA
D(PARTf'{NT Of RtVOU:
IURUU Of INDIVIDUAl Tun
DlPT. tlD601
tlARtUSIURa, PA t7UI.UOl
'*
l$fL( :)- J
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
C2
..,.IUIII '''I1-KI
FILE NO. Zl 96-0951
ACN 96161531
DATE 12-30-96
TYPE OF ACCOUNT
o SAVINGS
IXJ CHECrING
o TRUST
o CERTIF.
'(=: 'JI
~
\",J
EST. OF ODD HOSFELD
S.S. NO. 180-01-9B70
DATE OF DEATH 1l-OB-96
COUNTY CUMBERLAND
~.. ~r
'I(t"
REHIT PAYHENT AND FORKS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BARBARA L KOfFMAN
PO BOX 433'
NEWBURG l"", PA 17240
['~
~
~
-,
) .
U 1.1 r- .: C
HELLON PSFS .1.1C: P"ha. p~~ ttM Depart.ent with the Infor..tlon II.ted below which ha. been uud In ctlculetlng the
potential taxc&". Their record. 1~lM.\e that at the death of the above decedent., you ",ere a Joint ownlh/b.na'lclary of thl_ account.
If you ,..1 thh Inforutlon h Incorrect, pluu obtain written corrflCtlon frf'. ttM flnMclal In,U1:I1UO'l, attach. copy to Ihh for.
fW\d return It to ttM above addn... Thh accOU1t h talllbla In "ccordance with 1M Inharltan.:e Tall' la.'. of the r"....fWW...1th of P~.'WI.ylvenl",
Que.tlona .ay be en.wered by calling (111) 111.152/.
COHPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 4ZZ-701-0867 Data 03-29-80
Edablhhad
Account aalMe.
Perc.nt T.xabl.
AMount Subject to T.x
Tax Rat.
Pot.ntial Tax Due
To In.ure proper credit to your account, two
(l) caple. of thl. notlc. ault .ccoapany your
paya."t to the Aeahter of WlIlI. Hah check
payabla tOI ~egl.ter 0' Will., Agent".
PART
[!]
12,022.22
50.000
6,011.11
.15
901.67
TAXPAYER RESPONSE
, FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL. TAX ASSESSHENT BASED ON THIS NOTICE
x
NOTE: If tax pay.ent. ara ..de within three
(]) aonth. of tha decadent', data of dlath,
you ..y deduct a 5~ dl.cOU1t of the t.x due.
Any Inheritance tax dua will beco.e delinquent
nlna (9) .onth, after the date of death.
x
[CHECK ]
ONE
BLOCK
ONLY
A. c:J The above Infor..tlon and tax due I. correct.
1. You aay choo.. to re.lt payaent to the RIgllter of Will. with two copl" of thl, notice to obtain
a discount or avoid Int.ra.t, or you .ay chick box "A" and raturn thl' notlel to the Rlgl.ter of
Will. and an official a......ent will be I,.ued by the PA nepart.ent of R.venue.
a. c:J The above a..at ha. b.en or will be rlPortad and tax paid with the Penn.ylvanla Inherltancl Tax return
to be filed by the decadent" rapre.entatlvl.
C. ~ The above Infor.atlon I~ncorrect and/or debt' and deduction. were paid by you.
You au.t COllplat. PART l!J and/or PART (!] below.
PART
~
If you indicat. a dlff.r.nt~K r.t., pl.... .t.t. your
....l.tion.hip to dee.d.nt: Q.l.. ') ".rJ. ')-'
OFFICIAL USE ONLY 0 AAF:
PA DEPARTMENT OF, REVENUEnj
un JOiHT,TKUSi AC'uUHi~
i -2<;. ro
.2., (L1 :L ':l-
t-" all, II
I'AU
1
2
3
4
5
6
1
8
CLAIMED
-
TAX RETUiiH - (;OHFUTi,Tiuti
LINE 1. Data E.tabll.had
2. Account Balanc.
5. P....c.nt Taxable
4. Amount Subjact to Tax
5. Debt. and Daductions
6. Aaount Taxabl.
7. Tax Rat.
a. Tax Due
t'
",
o II. /1
PART
[!J
DATE PAID
DESCRIPTION
AMOUNT PAID
PAYEE
I I
TOTAL tEnte... on Lin. 5 of r.x COMputation) ·
Under penalti.. of perjury, I declare that the facta I h.ya r.ported above ar. tru., cDrrect and
co.pl.t. to the b..t of MY knowladg. and bali.f.
'~~frSr:NV.14 ,,-
HOME (-;1/7) 762 - ~7/.~
WORK (&,7 ) l~'..1. - ~-7 I~
TELEPH E NUM R
GENERAL INFORMATION
1. FAiLURE TO RESPOND WILL RESULT IN AN OFFICIAL TA~ ASSESSMENT .lIh _",'''. Inl....1 ..... on In,,,..lIon
.1A*1U~ bv the flMnClI.t InlUtuUon.
2. IriMrltlncl t.. Me..' cMlIncl'*'t nlM IIOnthl .ftl" the IMcMlent" dill of d.,th.
S. A Joint KeD"'''' h '...&111 IV," thoUgh ltw dKedenl" "... wu adcMd II' ..Uu of c:onv.nIMlCI.
". 'CCDUn" (lncludlna lho,' held Ht...." hU,bWMt IInd ",Ih) whlth lhe dec-""t put In Jolnl n.... ",!thin OM y..t prior to
.ath an full v 'aubl. II ltM,f.r.,
S. Account. ..t~ll~ Jalnllv b4t~ hutb.nd .nd ",If. .or. th.n on4 y..t prior to d..lh .t. 001 t,.abl..
6. Account. held by . dec.o.nl Mln ,ruII for" ~thtr or alhar. at' t..MJ1I fully.
REPORTING INSTRUCTIONS - PART 1
- TAXPAYER RESPONSE
1. ILOCI A . If the In'orullon .-MI cOllPUtatlon In the notice It. carre<:l and deduction. at. not baing c1ata.cl, place an .....
In block ...'" of Patt 1 of thl "TIIIP..,.t Rupon.... .ec II on. Sian two copl.. 8nd ,ub,it tMI ",lth your check for the IlIlOU'\t 0'
to to the Rqhtar 0' WI1.. 0' the county lndlutad. The PA Deplrt.."t of hvenul ",Ill Isaue an offlcllll ........"t
(far. REV.15U EX) UPOn reulpt of the return frOll the Rlaht.r of wUts.
2. BLOCK B . If the ....t .peclfl.d on this not Ie. h.. b..n or will b. report.d and laM p.ld with the Penn.ylvanll Inherltanc'
Tax R.turn flllMi by the d.cedent', r.pr..entatlv., plec. an "X" In block "B" of p.rt I of the "lB"ply.r R..pon.... ,ICUon. Sian one
copy end r.turn to the PA o.plrt.."t of Rev.l'lUI, Bur..u of Individual TaMl', D.pt 280601, tlarrbbUrg, PA I11ZI-0601 In the
env.lope provided.
S. BLOCK C . If the notlc. Infor.,tlon I. Incorrlct and/or deduction' .r. bllng cl.leed, chick block "C" and cOlpllt. Plrt. Z end 3
ItCcordllMl to the In.trl~tlon' bilow, Sian two cop I., and .ub.1t th.. with your chick for tht ...ounl of laM pay.bl. to the R.ght.r
of Will. of the county IndJc.llMi. The PA D.part..nt of R.v.nu. will Is.u. an offJclal ........nt (for. REV-1541 EX) upon r.c.lpt
of the r.turn frOll the R.alst.r of Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Ent.r the date the account orlalnallY wa. ..tBblJ.hed or tltl.d In the .anner ...I,tlng at date of d'lth.
NOTE: For. deced."t dying aft.r IUIUIZ: ACCOl.W'lt. which the deced.,..t put In Joint np" within on. (1) ye.r of d..th er.
t...Bbl. fully.. tran.fer.. However, Inere I. an exclusion not to exc..d t3,000 per trensf.ree r.g.rdJ... of thl value of
the acCOl.W'lt or tn. nuab.r of .ccounts held.
If . double ..t.rlsk (..) .ppaar. before your flr.t n... In the address portion of this notice, the t3,000 .xclu.lon
alr.ady hu blan dedUcted fro. the .ccount balanc. .. reported by the flnancl.1 In.tltutlon.
Z. Ent.r the tot.l b.ltne. of the .ccount Includlna Int.r.st accrued to Iht det. of de.th.
3. The percent of the .ccount that I' taxBbI. for .ach survIvor I. d.t.r.lnad .. follow.:
A. The p.rcent t....bl. for Joint ....t. e.t.bllshad .or. than on. yaar prior to the d.c.dent's da.th:
I DIVIDED IV TOTAL JAJHBEA Of
JOINT OWNERS
[Keepl.: A Joint a...t r.al.ter.d
DIVIDED BY TOTAL HUHBEA Of X loa . PERtENT TAlIABlE
SURVIVING JOINT OWNERS
In tha na.a of the decedent end two other p.rsons.
B. Th. p.rc.nt t...abl. for ....t. cr.al.d within on. y.ar of thl dlcldent', de.th or lC~ount. own.d by the d.c.dent but h.ld
In tru.t for another Indlvldual(s) (trust b.n.flclarle.):
I DIVIDED BY S (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .167 X lOa . 16.7"l (T_XABlE FOR EAtH SURVIVOR)
I DIVIDED BY TOTAL HUHBER OF SURVIVING JOINT X 100 - PERCENT U:CABlE
OWNERS OR TRUST BENEFICIARIES
EMalPl'l Joint account r.alster.d In thl neel of thl dee.dent and two oth.r p.rson. and ..tabllsh.d within on. y..r of d.ath by
thl d.c.d.nt.
I DIVIDED BY Z (SURVIVORS) - .50 X 100 - 50~ (TAXABLE fOR EACH SURVIVOR)
4. ThI! uount subject to tu (11M it) Is dller.ln.d by eultlplylna the ltecount b.lenc. (lln. Z) by the pltcent t.xabl. (lIne ]).
5. Enter thl total of the d.bt. and d.ductlon. ll.t.d In Part S.
b. In. aaotrlt t.xaDJ. tune bl II aat.r.1M1a bY sUbtractlnQ tn. aeon ana a.auction. uln. 21 trOll tn. lIaount .uaj.ct (u 'IX d.inll Of:'.
7. Entar thl approprlat. ta.. rat. Uln. 7) II d.t.r.ln.d b.low.
A. for d.t.. of d.ath occurring .ft.r 6/S0/9ft, the ta.. rat.. for Iransf.r. to .pous.. are a. follows:
1. Oat.. of d..th on or aft.r 7/1/'~ and b.fore 1/1'95 the rat. I. 3X.
Z. Dati' of d.ath on or aft.r 1/1/95 tr.n.f.r. 10 .pou... will bl taxld at O~ t.x r.t..
Not.s for d.t.. of d.llh prior to 7/1/,,. tran.fa,. 10 SpOUII' Ire taxlbl. .t 6X.
I. Trand." to Ilnaal dllcendant. Including father, .other, .on, d....ghttr, grandc.hlldren, son-In-law,
daughtlr-In-law, .t.pchlld and th.lr l.sua ar. tax.bl. at .1.. p.rc.nt 16X).
t. Tran.f.r. to all oth.r. Including broth.r, .I.ter, uncle, aunt, n'ph.w and nl.c. art t....bl. .t flfl.an plrcent (15~).
D. If you change the tax rat., pi.... sp.clf1 your rel.tlonshlp to th. dlctdant In the ara. provldad.
I. The aeount of taM due (line I) I. d.tar.lned by ....ltJpJylna the aaount ta.abl. (1In. 6) by the t.x rat. Cline 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dMit. and deductlon. .rt d.ter.lned a. follCMil':
A. You leg.lly .r. r..pon.lbl. for pay.-nt, or thl ..tat. subJ.ct 10 .d.lnl.trallon by . per.onal rtpr.s.ntatlv. I' In,ufflclant
to PlY thl dtductlbl. It....
I. You ICtually paid thl dabt. aft.r d..th of the dlcadent and can furnish proof of pay.tnt.
C. Debts b.lng clll.tct lUst bI ii_bed fully In Part 3. If addltlonal .pltel I. naaded, us. plain papar I 112" X 11". Proof of
p.Y"ftt ..y bI requestld by the PA Depltt...,t of R.var'IUI.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WIllS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
GENERAL INFORMATION
1. FAILURE TO RESI'OND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT .\lh ...11..010 In'o'''' b....... Inl.,..lIon
lua.1UIId by the flMnCllat In.tllutlon.
I. lmerlt~. 'Ill bee"" all".."t nlM .nthl ,flu the deCed4ln1"1 data 0' dellh,
S. .. Joint Hc~t II Illlllbl. IV.n IhouGh IhII deClldent". n.. wn lMtded .. . ..ttar of con.,lInl.n4:I,
,. Accowth (Includlnt thol' held bet"'"" hu,brfd WId "lfal which the d..:lldent pul In Joint n.... within DMI ."., prior to
death .r. lut h t...bl. .1 I,M,f.r,.
S. Account. ..tllbll~ Jalntl. bel"'"" hu.~ ~ ..If. ~r. I~ one 'I'" prior 10 death .r. not 'allllbla.
.. Account. held by . deCedent -In trult fa'. ~Ihlr or other. ar. ,..~l. fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
.. BLOCK A _ If I". (",ar..tlon ..s cOIlPUtaUon In I.,. noUn .r. cornet end dtIduCt Ion. .r. not belna dllHCt, pllu .., "X"
In block ,,'" of p.rt 1 of the "'Illp.y,r R..pon.... 'Ietlon. Sign two cop 1,. WId lutMtlt t~ with your check for thl .-aunt 0'
till to ,he Reihl" of NlIb a. I". county Indluted. ThI PI Departunt of bY""'" will Itsue WI official ....nNnI
(for. R[V~15~' EX) upon rec.lpt of the r.turn fr~ the Ragl.l.t of Will..
Z. alOCK I _ If thl ....t .peclfled on thl. notlc. h.. b.en or will b. r.port.d and lax p.ld with thl Penn,Ylvanla Inherltanc.
T.. R.turn flied by thl decedent'. rapr..ant.tlv., plac. an ~X" In block "I" of Part I of lhe "Taxp.yar R..pon..~ .ectlon. Sian one
copy and r.turn to the PA Dapart.."t of R.v"""', lur..u of Individual 18..., Dapt 21D601, Ilarrhburg, PA 1712a~D6DI In thlt
env.lope provided.
S. ILOCK C _ I' the notlc. lnfor.atlon I. Incorr.ct andlor daductlon. ara b.lng cl.l.ed, check block ~C" and caapl.t. Parts 2 and S
-.ecnrdlna to tha In.tructlon. balow. Sign two caul.. and .ub.1t tha. with 'lour check for thlt MOUnt 0' t.. peyabla to tha R.qht.r
0' will. 0' lh. county Indlcatad. Tha PA Dap.rtaant of Rav.nue will I..ua an offlcl.l .......ent (for. REV~154a EX) upon rac.Jpt
0' the raturn 'r~ the Ragl.t.r 0' Will..
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Entar
NOTE I
thl dtlta IhI account orlalnellY w.. ..tablllhed or tltlad In tha .ann.r alll.tlna at d.ta 0' d..th.
For a decedent dying .,tar lZ/lZ/lZI Account. which the d.c.dent put In joint n.... wlthl~(I) y.ar of d.ath ~
taxabl. fully .. tran.f.r.. Howv.r, thlra I. an ..clu.lon not to .xc..d U,DDD par tran~ raGar~" of ur!cr.-lue 0'
the account or the nullbar of accounts held. -, ~ -J ..1: t
If a doubla ..t.rl.k (..) app.ar. b,'or. your flr.t n... In the .ddr... portion of thl, no~ic., the 13,DDD ..c~~.l~
alralMiy hu ba'" deductad froa thl account balanc. II r.porhd by the flnancl.l in.tltutlon. ~.
Z
Z. Ent.r the total b.lene. of the accaunt Including Int.r..t .ccrued to thl d.ta of d..lh.
3. Th. parcent of the account that I' t..abla for ..ch survivor Js dat.ralned .. follow':
A. The p.rcant t..abl. for joint a...t. ..tabll.hld .or. than ona y..r prior to tha d,cldant.. d..thl
B. The p.rcent ta.ahla for ....t. cra.tad within on. y..r of Iha dacad.nt's daath or account. owned by the decadant but h.ld
In tru.t for another IndlvhtuaUs) (tru.t beneflelarluH
:V'~ 0
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED IV Z (SURVIVORS) . .167 X 100 . 16.n (TAXAILE FOR FA'bt-suRYIVOJ
TOTAL NUHIER OF
SURVIVING JOINT OWNERS
In tha n.. 0' thl dac:acMnt and two other p.rson..
DIVIDED IV
X 100 . PERCENT T~AllE
N
VJ
:9
,,'
~.~,
TaT AL NUKBER OF
JOINT OWNERS
E.a~I.: A joint ....t rIDI.tarad
1 DIVIDED IV
1 DIVIDED BV TOTAL NUHIER OF SURYIVINC JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
E.aapl.1 Joint account ragl.t.rad In tha n.a. 0' the dec.dant and two other p.r.on. and ..tabll.had within ana y..r of daath by
the d.cld.nt.
I DIVIDED BV 2 (SURVIVORS) . .50 X 100 . 5D~ (TAXAILE FOR EACH SURVIVOR)
It. The uount .ubJlct to tax Ulna~) h dat.,_ln..:i by .ultlplylng the acCOl.W'lt balanu Ulna Z) by lhe parcent t...bla Ulna S).
S. Entar the tot.1 of tha d~ts and deduction. Ihtad In Part 3.
8. 1M MOllIe ea.eo.a tuna 01 ,. oaeer.IRIO oy .UDtracUlI" tna uaat. anu u.uucuon. ulna :u ftutl tn. _ount .utrJ.CI t~ tI.A d,llttl ..,.
1. Ent.r tha approprlat. tax r.ta (lIne 7) .. det.r.ln.d balow.
A. For dat.. 0' daath occurring aftar 6/30/9~, tha tax ral.' for tran.f.r. to .pou.a. ar. .. 'allows:
1. Oat.. of d..th on or .ft.r 7/1/9ft and bafor. 1/1/95 the rata I. S~.
Z. Dal.. of d.ath on or .,t.r 1/1/9S tran,'ar. to .pou..' wJll b. t...d at D~ t.x rat..
Not.1 For data. 0' d.ath prior 10 1/1/9~ tran.f.r. to .pou.a. ar. t..abl. at 6~.
a. Tran.f.r. to llne.l dascendant. Including fath.r, .oth.r, .on, daught.r, grandchildren, .on~ln~lew,
daught.r.ln.I..., .tlpchlld and th.lr Is.u. .ra ta..ble at .Ix p.rcant (6~L
C. Tran.f.rs to .11 oth.r. Including broth.r, .I.t.r, uncia, aunt, nlph.w and nlac. .r. ta.abl. .t flfta.,.. p.rcant (15~).
D. If you changa the t.x rata, pl.... .paclfY your r.latlon.hlp to tha dac.danl In the .r.. provided.
I. The ~t 0' tax due Ulna I) Is dat.r.lnad by .ultlplylng tha ..aunt t..abla Cline 6) by thl t.. r.ta (line 1),
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Allowabl. dabt. and deduCtion. .ra dal.ralned .. follow.1
A. Vou l.gally an rupon.lbla 'or p.,.."t, or thl utata .ubjact to act.lnhtntlon by . parson. I repra.entatlv. h In."fflcl.,..t
to pay the deductlbla It....
I. Vou actually paid the d.bt. .ft.r daath 0' the deced.,..t and can 'urn Ish proo' of payaant.
C. Debt, baing cl.l.ad .u.t be It.alzad fully In Part S. If additional .pac. I. needed, u.. plain paper a 1/2" . 11". Proo' 0'
payeaRt .ay be raq"utad by the PA Dap.rtnnt of R.venue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORHATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT, (717) 787-8327. TDD' (717) 772-2252 (HEARING IHPAIRED ONLY)
-.-
J ..' .
.
...
Sllr.! F.-LlF'E 111.'''1 O~. 'lIW.\'
"
1/ (a) 0<10 R. Jlusfcld , of (b) 1'. O. flux 433, Newburg, I'A
hereby tranBfer to CXM1::JNWEI\I.:m NI\'l'Iot-W.. BI\NJ< as trustee the property
described in the annexed schedule to be held rn TRlJsr aD follows:
I. Lifetime Trust: D.lrirq my li!etirnB my trustee shall invest ard manage
the property as a separate tn1St, ard rnaka distriOOtions as follows:
A. Pavrnents: As much, even if all, of the net inoane ard principal
as I may fran tirnB to time direct in writirq shall be paid either
to me or as I may specifyl
B. Balance: Mi rernainin;J net incare shall fran time to time be
aCCLDTUlated ard added to principall hC1w'eVer/
c. Di""hilitv: If I a'1\, in my trustee's opinion, disabled by
ac1vancecl age, illness or other cause, as much of the net inc:x:rne ard principal
as my trustee may from tirnB to tirnB think desirable for my or my dependent's
welfare, canfort, support or errergency needs shall be paid to either of us or
applied directly for those purposes.
II. DIsrr><tition at ~th: Upon my death my trustee shall pay the
then-rernainin;J principal ard any un:Ustributed net incanB to certain
beneficiaries I name a supplemental beneficiary schedule. If that schedule
is not accepted by my trustee or if the schedule is not in existence at my
death the principal ard income shall be paid to or in trust for such ona or
more persons or organizations on such terns as I may appoint by a will
specifically referrirq to this po.ver of appointment or, in default of
appointment or insofar as it is not effective, to my personal representative
for distriOOtion as part of my estate.
III. Riahts Res~1"\1M: I reserve the followirq rights, each of which may be
exercised whenever ard as often as I may wish:
A. To Add: '!he right to add to this trust with assets acceptable to
my trustee: ard
B. To Revoke: '!he right by an inst.roment in writirq - other than a
will - to revoke or amerrl this deed ard the trust hereunder in
part or in whole. However, aJrel"dments must be approved by my
trustee ,
'IV. Manac-."'Ilt Provisions: I authorize my trustee:
A. RetainlInvest: To retain and to invest in all forns of real and
personal property, inc1udirq COIm'On trust funds, mutual funds ard
money market deposit accounts operated or offered by my col-porate
trustee or any affiliate of it, regardless of any limitations
btposed by law on investments by trustees, or any principlB of
law concemirq investment diversification:
B. Corra:lromise: To COI1llromise claim.. ard to aban:Ion property which,
in my trustee's opinion, has little or no valuel
'.
. ~,
. ",,'" ,;.
:';:~'i!/ ',;.'
,
C. 1loIT'C1W: '1'0 boIT'C1W from anyone, oven 1C the larder is a trustee
heraW'der, an:! to pledge propetty as scc."urity for repaymont of
the furds bo~1
D, SaUl! ""50: To sell at public or private sale, to exchan;re or to
lease for any period of tiJoo, any real or personal property, an:l
to give options for sales or leasesl
E. caoital O1anaes: To join in any rrerger, reorganization, votirq-
trust plan or other concerted action of security holders, an:l to
delegate discretionary duties with respect theretol
F. Allocate: To allocate any property received or charge incurred
to principal or income or partly to eaell, without regard to any
law def.inirq principal an:! incomel an:!
G. Distribute: To distribute in cash or in kin:l.
'1l1ese pc:MerS shall extard to all property at any tiJoo held by my trustee an:l
shall continue in full force until the actual distribution of all suell
property. All pcl\oIers, authorities, an:! discretion granted by this deed shall
be in addition to those granted by law an:! shall be exercisable without court
authorization.
V. n... EllSation: My corporate trustee shall receive CCIlpIll'lSation in
8CXlOrdance with its stardarcl schedule of fees in effect while its services
are perfoxmecl.
VI. Slh"" an:l Gavemin:t 1iIw: '1l1e situs of this deed shall be in
Pennsylvania, an:! all questions as to the validity or effect of this deed or
the administration of the trust hereurder shall be governed by the law of
Pennsylvania.
Executed
July 15
91
,19_,
(a)
.'
(tJ",t,c I? /~ (SFAL)
Odo R. Jlosfcld
WitnesotlSl
d7n~
~~
2
'.
'.
.
SatEWLE Il.EFERRED TO nt 'lllE 1INNEXED
DEED OF 'l'RUST
"
, 19..2.!.
Dated
.July 15
(Il)
FraIl
ado R. 1I0sfeld
, '1'I:\IStOr
To
~ NATIONAL B1INl<, TrUBtee
$50,000 cash
Securities as follows:
'.
.
.
,.'
2Pl43
4
'.
.
J .') /'1,'), j
,''''''''''''''''1 ~ '~I 'I \ INHEHIIANCE TAX HETURN
~~ ~i",;!' I RESIDENT DECEDENT
''''''''''''''0''''0' ""mOl""" I (TO DE FILED IN DUPLICATE
,.....,",..., '" ..',,,,, WITIt REGISTER OF WILLS)
_1~~.IJJ!~ ~~~!!H.~~)~.. . _' .. l .
"n~_ftiWf1iitT:laTr.AT."b..iiOl'iiTtJilliiil
!i
..
n
l:l
~
r-
ot
l:SQj~
!:!~~
u.....
..'"
..
0(
I
~~
ell
..
C-
10lDAlnOl DlA1H AtTll12/31191 CHIClC.HIU
If A S'OUSAL 0
,0VllrY ellDIT II el'IMID
1IL1 HUMIlI
~ I 'lh
COUNty COUI ~!d
... , -~~i'l ADOlln
O'l',1
NUMIU
-
\, R.ol h.o,.\S,h.dvl. Al I 1\ ~l.O.!llL.lill.-
2, Slu,,~' and SonJI (Sc.hcJ\lID B) ( 21 5(13 L177 .6/.
-0-
3. C101.11 tleld Slo,I../POffntnhip Inl.,,,1 ISth.d"le q I J) ---
.t. Morlgcs., Dfld Nol.' RDt.i"oLI. (S(hodula 0) , ,41 -0-
S. Cosh\ Bonk Oapodl' & Mi".lIon,oul '."01\01 Propo,tyt 5) 2 ,803.60
(s",.dvl. EI
6, Jo;n'ly a_o.d p,oPII'y (S,h,dule II I bl ~79. 99
7. T,onlfon (S,h,dul, GIIS,h,dul.l) I 71 ' -0-
8. 10101 Gron An.1S (rotellin.. 1.71
q. r"nwlul (a~.",.,. AJminilhuli... Cuah. MiataUaocOwi (f)) 52,1.06. J 1
hp,nll' \S,h,dul. 111
10. Cebll, Marlsaue liobil;till. lilna 15ch,dlll. I)
11. Tolal D.duclions (Iotollin.. 9 & 10)
\2. Nel Val",. 01 Eliot. (Iin. a nlinullin. 11)
13. Choriroblc ond Governm.ntal Boqutlll ISchodtJI. J)
~'I Value $",bjIC1 to TOM; 'lin. 12 minul lin. 1 J)
15. Amount 0' lint U toxobl. at 6'9 folO
Ilnd",do ,.olu., 'rom Sdlodul. K or $thod",l. M 1
16, Amo'llf'll 0' lino U IOAoblo 01 15% foil
(Incl",dt ,.ol",,,lrom Sth.d",l. K or 5th.dill, M,)
17. P,inc.ipallQII. du. (AJd hJA Ifom lino 15 and ho", line 16)
18. Crcdlll Spoulol PO'l'crty Crodil Prior Poymonh Oil taunt
. R11 .06. 41..5.'L-
19. IIlino 18 il groaltr lhon lint 17, .nhtr Ihs diff,renc. on lill. 19. lhil iltho OVERPAYMENT.
BOIIII~"'''..I._I&'7'll.'llcal;l'llr~'lli[,...r'''tIT':T':~.'''lrl.'l'I"'I.:l1.Ii~
20. If lin. 17 h g..al., Ihon lint 18, .nl.r Iho diHe,,"" 0" Iln. 20. Thil is Ih. TAX DUE.
A. Ento' tho into rest on Iho bolan" duo on line 20A.
B. Enl.r Ih.lolal of lin. 20 ond 20A on tin. 20& lh:, i,the BALANCE DUE.
Moh Chede Payable to: Reghl~!~~_ Willt.! A~~.nl .
It-... DE SUR! TO ANSWER All QUUTIONS ON REVERSE SIDE AND TO R CHECK MA1H' :::'l.~j.l:;" ..- -':
u.d., PlOD";" 0 p"i",y.1 .. '" I 01 I he" "0"';" 'h;. ",,,n. iodudiog 0<<0"'po";'9 .<h,dvl.. ond "ol.m,oll. o.d 10 ,h. b,,' 01 my Iuoo_I,dg. ond b.U.f,
il is Irv" COlfnt Clnd clImpl,lo, I ".dor. Ihol 011 ,tol ulola hot blt_n r.porl,d 01 "l,Ie rnur~c:1 volvO. D.doroliotl 0' p,eporer olher thqtllhe p.rsonal r,p'"01\IOli~. it
baud on ull infor",oliol1 0' ...~i,h p.cportt hOI on ~no....I.:I e. .
, u' 'N '''". ",... u. 00."1' I .'1f~ /"J
,Ct I~ it,->"fRv'-"*l' {'J.5/1,"'q;6. ~<;, I /), A''!!:h{7-j}( ]; 6.: f'?-
"lU/O 11 rliT... 'R .~m-.l1iv AODIIt ~ ') ~-r ... ~j -'. ,;' 1/ I /j bAll .
3"J-...,/t . J]a..._.'l~v.rt!.."(!ft.!:<----- .r~/C.'/17
;0JL'Lr/ J 6U ,;,J-,- 701 [- j!-<~;~} 0 h ,j\J1l.~ick"~ ;/~ 3/ ~ !'f7
1I0SFF\.Il. Od" It. 'I 1'",:1 S""O'"! Stn,,,t
RWAfirlui,lfliiJa.it{f---- --'IIi.h <.rro,.,tH-- - \fl"lf or 'ljTlt--~- t-;l'wllll rg 1'^ 17 '2./, ()
IHll _ 01 _ "H711 II / H / 'Ih 7 / :'l / Ih,.... Cumb",.I",ul
---~---_..-~._"----. --... .-- +- ------
rn I. Oliginol R.I""n Ll '} SUJ'lf'lI,",e.,tol Relurn
n .to. 'l.I,ur. Inl."II Cal"p'omit.
(lor dOlu of dOOlh afler 12.12.82)
06. O.,.d."t Di.d frulal. [\1 I. U,ctJenl Moitlloinod a li-,ing Trull
IAlloch copy 01 Will) (Allt,Uh (a 01 Iruil)
ALL CO'~ISPONDIHCI AND cOIlPiiilii1iArnXimo~M~t10" 3"
A OM'~
o 3. Romaindor R.,,,,rn
I'.' doll. 01 d,olh p,iorlo 12.13.82}
lJ 5 hd"ol h'ol. To.
blur" R.q",lrtd
..!. e, To,ol Numb.. of Sol. D.p..;' Iou.
o ~. llmi,.d f Ilote
\.D..' DIRf.'nO.10.~J;;1:t~'~\'d"~,';
MAlliN" )
Solly J. WInder, FHq.
II1VttOlllUUM1U
701 E;tHL KIng
Sit I PI"'nHb",.g
~lrt'l't
I'^ 17257
'i12 - 91,7(,
7-
o
:i
...
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l-
ll:
:s
w
'"
I BI
617,761.21
1,401.62
(\01
(11)
1121
(131
(Ill
_n_
5R3, 953.28
35.037.20
53.R07.95
583,953.28,
(151 ?R3, 951.-:m--
)C .06..
(Ibl___-
)( .15.
-,0-
g
!i
~
~
a
u
)(
0(
I-
(\71
35 .017. 20
Inl.,.11
R72.61
-0-
(I a)
(191
(20)
120Al
(20&) ..
11,,1611.50
1.,\:;'1' \111.1. ,\tIP '11::I,\:!l'll'l'
I. Odn U. 1I11!.!"l' 1.1, III II"PI""I'11 "l"f\\;II';" 1 (1 , ClIII11"'II:lIId CtllIlIly, "('IIII::\"I\';lIIln.
tlccJnl'l~ lIdu tu lit' Ill)' 1.11:;1 h'ill illld TI'!iI.H'll'lIl 0JI1t! If'Vtl~.l1 :IIIY wltl or ('odl('IJ
prevIously iliad.. hy III".
J'l'EtI I:
dln'l'l lhHt :111 IllY .1w;1 d,.hl!1 il1ld ftllWrill PXI'r.'IIBCR. Il1ctlldJnn
my grilvcmarkcr lllld nil l'XI't'IHH'B (If Ill)' 1:I'il 1IIIWH!1, Rlmtl II(' pnld fruln lilY
resiuuary cslnle :In BUIIIl HS prnet ft':l1dp ilrll.'!" Ill}' t!ee(':u;p :1H .1 I'nrt or tlw
administraLloll of my ('llLaL...
l'l'EN I I: I 1\ I v... ,It.v I m' ",,,I 111''1111';11 h "")' 1 ll.'IIIH of my 1''' rllOlln I prop"rty
to my children na lIu.y m:ty (wlpet Hlll'h II"IIIH from .1IlIong I'prnonnl properly 1.tem"
I
ITEH Ill:
d('ath. I
I glv(', d('vlne .111,1 1",'1 ,,('a I hall tll(, rest, rt'Hldue nlld r('malnder
oWlled by me at my
of my estate of whnt('vel' nntUrl' ill "I I'hel"('\'I'" llltllatt' to my children, J.eollnrcI A.
Barnhart, Theroll O. flnrnhart ",,,I flarhara I.. III1f[mall, in (,'/lwl share6, per
stirpes, cneh share lo be fulJuSll'd to nt'('Olllll for lhe vnlue of nny J tctnH of
personal property selected pursu:IlIL to ITEfl I J.
ITEH IV: I direct IhaL :11.1 1:"'("" 110;,1 IIIny he a6senned In cnnnellucnre
or my death, of whatever nllLur" ","I hy I'1",ll'v"r jll.-lndl,cl.lnll Imposed, nhaJJ.
be paid frum my resIduary enLall' liS l'.1rl "r the eX!'l'llse" of Lhc aumlnlstrntion
of my cstnte.
l'l'EH V: 1 appoint lilY HUll". I.l'0I1.1...1 ^. IInrnh.1rt nlld Theron O. IInl'llh.1rt,
Co-Executors of thl6 my I.l1llt \~lll IIlId Tl'nl'"I1I'Ill.
lTEH VI: I direct I:hllt lilY Co-EX('l'IIL"rn 0" LhL'II" flucceSHUl"[l shllll not be
required to give hond fl1r th" 1"1I11hl..1 1'1'1.r"I"IIIIIU"" or Lh"II' dulles in nllY
jurisdictiun.
,
""'
IN \~l'l'm'::;:l \~IlI.I:Lnl', 111\'11'1111111 !..'l lIl'. llilllllllld :;I'al III thl!II1l~' l.a~lt \~III
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d;IV of
lklotH'!". IlJr,h.
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The precedIng lUBlnlllll'lll, C'1l1l!lIHllllg III thin :\11ft Itlll' olin')" typl't.trltlc'"
pnll". "lIch 101,,111.11'1,.01 hI' lh,' ,,11',11:11."'" "I' th,' 'I','ll1nlrlX. 11th, H. IInd,.I,I. wan
on thu L1ny iHul tlnlP 1111'1'('01 nl".lH.t1. p"hll!."!'11 ;II1t1 <<1('1'1;11"1.(1 hy (1110 H. Ilpnrl'lll.
the 'l'cAlnlrlx lwn.lll 11;\1111''', ;1~: ;tIltl fill' bl'" l:a~;t \~I' 1, In tht' pn-'nC'tH'p llf un.
who, nt h!,1" H''illenl, III h,'1 1'....''''11''... 111I,1 III II.., 1'1""""11'''' "I' ""d. oLhel". hnve
sulJHcrlbcd our nmnen ;JH wtltll'SHl'H 11'.'1('10.
~/t.__jJ.jJ(LILL., __' _.,..f""loIllIg "I,~_11f!.lUU('1J2e-,_J]4 -----'
;;) r:.>t.'l:'!::. _.1'!:-~-C~Q.:E,. n'n 1,11,11'. "1__'{\!-:':."-~'!.2M-~- P _4:..-------
COHHONlmALTII OF I'I';NNSYI.VANIA:
55
COUNTY OF CUHIIEHLANIl
II". 0010 R. 1I01lr"J 01, ___l3e.1!L.-~f/'i~II~ ,..,.-.-- ..--,. nil" J.;/I,,_i1d~~lliI-
, the 'fl'ntntrlx mill l11f' \Jttlll'pnf'H, reHpcl'llveJy, whuRe names ure.
~-u to--il;;;' nLuII:I..." or r..r"l\oll1l\ 111"11"111111'111, 11l'111!: flrHl dilly ",wrn, dll h"r!"
by u"elnrl' III Lhe 11II""l'nlgl1"" lIo1hol'lly Ihlll th,' 'I',,"llltl"lx HII\I1('" nl1,l ",<<,ruted
the il1strumel1l ns hel" 1.,wL III II III1lI '1'",,1111111'111 nil" LhllL she nll\n!''' wlJlII1I\ly
(or willil1gly uirecte" 'lIlullll'l" l'"nll111 I" nll\11 ror hl'l") , al1d lhnt she e,(<'ruted
it nil h"r rre" ,,"d vulul1lary lid rOI" Ih" l'"l1'o""s th['\'ell1 eXl'renseu, nl1d I.hnl
each o( the wlLl1es"es, lu I.h" 1'1""""""1' ,111,1 III.nrll1l\ ur Lhe TenlnLrlx, slgl1ed
the will "H wltucnllen m,,1 Ihat III th" 1..,,,1 or lIur knnwle"r.l', the Testnlrlx
was nl thnt lime cll',hll"'11 yl.'IIn; nl' 111,11'1". ..r HII.III" mlu" :11,,1 1I1"ler u" rlll1slrnll1L
or unuue .InClucl1cl'.
_ ()(fq_!~?~__Lt~:~f::.~i-_.--
Lltlll II. lIuII reI"
J~c/.)" ,.l)peuUJ __.______ --- --.---1
to ..Kv- Me ~_'~l'_ ~'
...-.---
.-.-.- ----------.--.----
Subscribeu. sworn Lll m"l nd,uuwll',II\,,,1
by Duo Il. lIos(e1u, the 'I'csllll1"l" :11,,1
sworn to beror" me by lJ.LIL'-..'.?p!.bf---..-
anu J~hl\ Iltel'C<Cb j',. ,_._.0."
witnesBes. this -1_ dllY 01 Octllbl'r, 1')1\(,.
J. ,:JC\..-'-----,.-----
Notnry Publlc
Hy commf slol1 expires April If;, l'l'lll
Shipl'ensbuq\ Township
Cumberland County -2-
\
rARCEL NO," \
JI/:(iINNINc,' althc COlnCI or Secollll SlIcclallll Ihc ahovc-mcnlioncdallcy. along saill \
"~""d ",,~, ~,."" y_ n" "" "" ,,, ",,' "n", """ '" n" "''' I Y "I All"" (l """'1'," """ '
alung samc 101 onc hnlllhl'll sixly (11I1I) lel'llII all allc\'. Ihenec alllllg said allcy scvcllly-livc (75) I
(ccltu nnallcy.lhcncc ailing said allc~' onc 1lIlIl<hl'll sixlY (lhO) Icetlo Ihc placc IIE(;INNIN(;
I
J.(}Tsituatc UII Scculld SlIeel ill Newhlllg Ihnuugh desclihed as rulluws 011 the Suulh, \
twcnty-livc (25) reel on Secund SlIcel. On Ihc Wcsl one hundrcd sixty (luO) Icct alunl,\ thc ahuvc
namcd Lot Nu. 2. III I\nallcy.lhcncc l'.astlIVcn1y-livc (25) fccttu anallcy. ,hcncc Sonth unc
hundrcd sixly (160) Icctalonl,\ said allcy 'othc placc IlfllEGINNING,
fARCEL,NO..J:
Jl/UN(i thc samc plopcllY which Alhcll () Shoap. willowcr amlsinl,\lc man. by dccd
datcd Nuvembcr 1_\. 1<177. amllccolllcd inthc IlecllIllcr ofllccds olliec inamllhr Cumhcilaml
County. pcnnsylvania. inllccd Boo\; N. Vohnne 27. Pagc 5%. l,\Hmled amI convcyed to Odu
Romainc 1I0sfcld ami Juhnlt Ilosleld. hcr hushand John It Ilosleld dicd AllIil 25. 1985.
thcrcby vcsting fcc simplc tillc of said rcal cstalC in his smviving spunsc. Odu Romainc Ilusl"cld.
who is onc and thc samc as Odo It Iloslcld. dcccdcnt hcrein,
IN WITNESS JI'/Ili/WOF. saill (ili1l1tlllS havc hcrcnnlo sclthcir hands ami scalsthc day
and ycar lirst abovc wlittcn,
Signcd, scalcd and dclivcrcd
in thc prcscncc of us:
ES'Iil'1'l: OfOlJO,R. I10SEI:I.I1. dcccascd
-"'---..-.'-.'.-.'
M: ~~W
....:ONAlW ,\. IIAltNIIAltT, E~ccnlnr
-------......--...-- ..
II\': _ (Sl~^")
TIIEIlON O. IIAIlN\lAltT. Excculnr
;
\
I
I
\
\
\
\
,
\
\
St:TI'(.J-:~n:NT ST A n:~n:NT
\, Sally J, Winder Selllemenl Slalemem II, LOAN n'I'E
Our File LENDER: OIlRS'J'O\YN DANK
,~, This form is fi"ni,hed 10 sive you a 'Ialemenl of aClual selllement co.ls, Amounls paid 10 and by the ..lIlemenl
Isent arc shown, Ilem.lllllked P,o.c, wcre paid oulside c10sins and arc nol included in tOlals.
/). NAME OF DORROWER:
KEITII A. DARNIIART Ind
TRICrA S. DARNIIART
E NAMl: OF SELl.HR:
E,'"te of 0110 II. 1I0St'EI.I)
SUMMARY OF nORROWER'S TRANSACTION
.,X). GROSS AMOUNT DUE FROM 1I0RROWER:
:111. Conlllcl..les price $ 57.000.00
,02 Personalpropeny $
uJ, SClllcmenl chlIScs 10 b,wr (linc 1400) $
,,,.J. PlY oO'li"l mlS loan $
,uS, Pay otTinsl.llmelltloan $
Idjuslmcnu for itenu paid by .eller in advance
106, Cityltown laxe"o I2IJ1/96 $
: 07. Counly loxe.to $
,08. $
09, Schoollo,es to 06/30/97 S 171.31
10.
,II. Payoff in'lallmenlloan
12,
20, Gro.. Amollnl Due From IIrwr, $ 59,415.3 I
uo, AMOUNTS PAil> ny OR IN IIEIIALF OF nRWR:
Ill. Deposit or earnest money $ 10,00
02, Prineipalamount of new loan $ 59.600.00
03. Existinsloans(s) laken subjeclto
:04,
:05.
'06,
:07.
:08,
'09,
Idjustmcnls for items unpaid by sener
: 10, City/lown lax.. 01/01/97 to 02128/97 S 16,37 510. Cily/lown taxe. 10 01/01/9710 02128/97 $
: II. County laxe. to 5 II. Counly laxes $
12, A...umenu to 512, A.....menu 10
'13. Schooltaxe..o S 513, School Taxes 10 06/30/97
:14, 514, Final Sewernill
15, 5 I 5. Final Wal.r Dill
;16, 516,FinalUlilitynill
,17, S 517, Escrow for heating repairs
'18. ClosinsCosls $ 518, C1osinsCosts
19, 519,
20, TOTAI.I'A([) IIY/FOR nRWR $ 59.626,37 520. TOTAL IIEDUCTION AMT DUE S S9b J7
00. CASII AT SETfI.l:MENT FROMlro 1I0llROWEII 600, CASII AT SETfLEMENT TO/FROM SELLER
01. Grossamollnt due from bmor, S 59.415,3 I 6Ul. Gruss omoum duelu seller S 57.1713 1
02, Less amounU pd by/for bnvr. S 59.62637 602, Less reduclions in anlOunl $ 596.37
U3,CASII(_FROM)LXJOIIIRWR. S 211.06603,CASIILX_TO)LFROM)SLR S 56.57494
lECEIVED COMPLETED COPY OF SALLY J, WINDER SETfLEMENT FORM for my/our record.
Elllte ofOno R. IIO.'SEI.D. deceased
" pROPEIITY ADDRESS
Newbu... Dorouab
Cumberland Counly, PA
G. SETfI.EMENT AGENT & II SETfLliMENT IIAm'
SE'n'LEMENT ADURESS: 01128197
Sally J, Winder, Esquire
701 E, King St, Shippensburg, PA 17257
'-~siiMr;jARY or-silliER'S TRANSACi'IO'N
400, GROSS AMOUNT DUE TO SELLER:
401. Conlracl sale. price S 57.000,00
402, Personal propony S
2,2HOO 40J.
404,
405,
S
S
406. Cily/town lax to 12131196
407. COllnly laxes to
408, Asse..ment. 10
409, School taxes to 06/30/97
410,
411,
412.
420, Gross AmuunlUueTo Sener $ 57.171.31
500, REDUCTIONS IN AMOUNT DUE TO SELLER:
50 I. Exee.. deposil S 10.00
502, Selllemol charses to sir $ 570,00
503, Existing loan(.) taken subject to
504, PayolT ISI mon, loan
50S, PayoIT2nd mono loan
506,
507, Paymenl toward closing COSIS
508,
509.
S
.EITII A. D.\RNIIART
LEONARD A. DARNIIART. EIf.ulor
,RICIA S. BARNHART
T1IERON O. nARNIIART
S
S
$
171.31
S
S
$
$
$
S
$
S
$
16.37
K, SETTLEMENT CHARGES
700, TOTAl. SA\.ES/IIROKER'S COMMISSION b..ed on priceS @ ~.
llIVISION OF COMMISSION (UNE 700) AS I'OLLOWS:
7DI. $
701, S
70l. Commissioo paid al SeUlemenl
704
SOO, ITEMS PAY ABLE IN CONNECTION WITII LOAN
SOl, I.oao Origination fee (1\.) 10 ORRSTOWN IIANK
801, I.oan Discount ".10
803. Appraisal Fcc to ORRSTOWN IIANK ($150.00)
804. Credil Reporlto
80S, Uoder writiog fee 10
SOb. Applicalioo Fe. 10 ORRSTOWN IIANK ($125.00)
807, Documcnl Preparalioo FcelO ORRSTOWN IIANK
808. Tax Service Fee 10
809. Flood Cerlincalion 10
810, Overnisht Delivery to
SII. Application Fcc 10
900, ITEMS REQUIRED IIY I.ENDER TO IIEI'AID IN ADVANCE
90 I.Inleresl from to @ $ /day
902. MOrlsage In.urance Premium for monlh. lu
903. Hazard Insurance Prenlium for years 10
904,
90S,
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard insurance monlh. @ $ per monlh
1002, Morlgase insurance monlhs @$ per monlh
1001 City properly laxes months @ $ per month
I()().\. Counly properly taxes monlhs@$ per month
1005. Annual assessmenls monlhs@$ per month
10Qb, Schoolt..es monllu@ $ per month
1007, Flood Insurance month.@$ per month
1008, monlllJ@$ per month
1100. TITLE CIIARGES
1101. SeUlemenl or closing fee 10
1102, Abstracl or litle .carch 10
1103, Title examination 10
1104, Title in.urance binder 10
1105, Document preparalion 10
IIOb, NOlII}' ree. 10
1107. Auorney's rees to Sally J. Winder. Esq.
(include. above items numbers;
1108 Title insurance 10
(includes above item numbers; Endorsements)
1109, Lende~s coverase
1110, Owne~. coverase
1111.
1112.
1113
1200, GOVERNMENT RECORDING AND TRANSI'IiR CHARGHS
1201. Recording rceslleed $ 23,50 ;Morlgase S 33,50 ;Agreemenl5 $
1202, Cily/counly Iax/.lamps: Deed $ 59000 ;Morlgage $
1203, Slale tax/.lamps: Deed $ 590,00 ;Morlgage $
1204.
1205,
1300. ADDITIONAL Sll1TI.EMIiNT CIIARGES
130 I. Di.bursemenl f.e to
1302 p..lln.pcelillo 10
130), Seplic Cer\ilicalion 10
1304, Water lesl & Trcall.enllo
1305, Overnight mail ree 10
1400 TOTAL SETfI,HMHNT CIIARGHS
'.
PAID I'I\OM
1I00\ROWER'S
FUNDS AT
SHTTLEMENT
$
I'AID I'ROM
SELLHR'S
FUNDS AT
SETTl.EMENT
S
$ 1,19200
$
$ (I'.O,C.)
$
$
$ (I'O.C,)
$ 75,00
S
$
$
$
S
S
$
s
s
s
s
s
S
S
s
s
S
$ 350,00
$
S
$ (I',O.C,)
$
$ 57,00
$ 57000
$
$
S
$
$ 570.00
$
S
$
$
S
S 2.24400
$
S
S
$
$
S 570,00
TheIlUD-1 Senlemeol Slalement which I have prepared i. a true and accurale account oflhi.lran"'clion I have
caused or will causclhe fund. 10 be dilburs.d in accordance with thi. stalement.
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY ,P'nn.. 1',1111 or Type
, -'-'-='--=nl"E"r;ruMD1iC '
21 - <J(, - 0951
COMMOHWfAUII or PlHH$'t'lVAHIA
IHHIlUANel rAX laru...
_nIDIHf OICIOINf
ESTATE OF
Odo R, 1I0SI'EI./J
----..----.+--.--. .-..---.-------
(All p'.plfty la'ntly.ownod with .lta Righi or Su,vlvonhlp mu.t b~ dlltlo"~~-!t~!...d~!! ~L__._ _.__ ______
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATII
---- .'-".~-'_._. . -"-.
- ....._~_._..-..._..._...-.
... ..._-~-----+-
I.
Mellon Bank Trust Account 260-SBN, Odo R, Hosfeld trust under
agreement dated July 15, 1991, principal cash invested, per attached
summary sheet of trust account November 1996 statement of investments
;..
$ 2,557.00
2.
Mellon Bank Trust Account 260-SBN, trust account dividend accrued
for AUn Corporation shares as shown on stock inventory provided by
Mellon Bank attached to Schedule B
$
21.60
.,
'i
~ i
"
I
'I
, I
I
3.
1964 Chevrolet pick-up truck, PA Title No, AI6410546 in very poor
condition, junk value
4.
$ 25.00
19S7 Chevrolet automobile, PA Title No, 400S025990140 in the name
of decedent, in fair condition
$ 200.00
"',
TOTAL IAI.o enler on line 5, Recopiluloliun) S
2,803.60
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o
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.... R Q 0 II
.>c 0 ,Cl Il
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.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. P,lnt a, Typ.
L~NUMBER ' .,
21 - '16 - 0951
.. ,...._.....,.,-....-_..,- --......--
COMMOUWfAUIl 01 ,.tW!lH"l'AtllA
INHUIl'AU(I ,.... _flU""
1H~IOftH ClnOHH
i-STATE OF
Odll Il. 1I0~FEI.Il
ITEM
NUM8ER
DESCRIPTION
AMOUNT
A, Funeral Exp.n...:
1.
2.
B.
2.
4.
C.
1.
2.
3.
4.
5.
6.
7,
B.
Fo~el!lan~er-Jlrlcker Funernl lIome, fUlleral hIlI
New lIope U.~I. Church, funeral relntl'd expenses
1,,977 .00
100.00
1.
Admlnl.t,atlv. Ca.ts:
Leonard A. Jlarnhart 182 - 32 - 4050
Personal Rep,esenlalivo CommiSlions Theron O. Jlarnhart -204 - -JO - 5376
Social Security Numbe, of Personal Rep,esenlolive:
Yea, Commissions paid I qq 1
12,000.00
Allorney Fees
Sally J. IHnder, Esq.
34,091. 08
3.
Fomily Exemplion
Cloimonl
Address of Cloimont at decedenl's dealh
SI,eel Add,ess
CHy
Slale
Zip Code
Relolionship
P,obole Fees
Register of Wills
421.00
Mlscellaneou. Expen.es:
Cumberland County Law Journal; advertise Letters Testamentary 60.00
News-Chronicle, advertise Letters Testamentary 50.75
~ailham Q" Real Estate, a IPr dsal of real estate 100.00
Register of IHlls, Short Cer tif ica tes and copy 21. 50
Register of Wills, fiUnR Inheritance Tax Return 15.00
Recorder of Ileeds, transfer tax 570.00
TOTAL (Also enle, on line 9, Recapitulalian) 5 52,406.33
(If mo,e 'pac. I. n..d.d, In.ert additional .h.et. of .am. .1...)
.1~'illr.'I1"1 i
,,~: ,,~(\
.. u;
(I.....MOtI....f .\111 0' r1WI\'.....Ilt.
ltlllUIIIlllflIUlf!UIII
1"ltlWI CHIOltlt
U" __. _._._. ._,____
ESTATE OF
ITEM
NUMBER
1.1.
2,
3,
4.
5,
6.
7.
8,
9,
10.
11.
12,
13.
14.
IS.
16.
17,
18.
19.
20.
21.
22,
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLlTIES AND LIENS
Odn H. 1I0SI'El.Il
Ploo.o P,I"I 0' Tv..o
"Tlt: ~U~~:(~'_ -~:l:'~-
DESCRIPTION
AMOUNT
GPU Energy; Jan. 1997 electric bill .
Kough's Oil Service; fuel bill, Jan. 1997 .
United ofPA; (elephone bill, Nov.lDec, 1996
Cumberland Co, Ollice of Aging; meals account
RWC Emergency Physicians; medical account
Leonard Barnhart; reimbursement, utilities & fuel bills for Estate
United ofPA; telephone bill, Jan, 1997 .
Darrell Barnhart; electrical parts & labor for repairs to house
GPU Energy; electric bill .
Valley Medical Group; doctor bill
Kough's Oil Service; fuel bill
Newburg/Hopewell Joint Authority; sewer bill
United ofPA; telephone bill
Leonard Barnhart; vet bill of Estate
Carlisle Hospi(al, balance on account
GPU Energy; electric bill .
Kough's Oil Service; fuel oil
Leonard Barnhart; reimbursement for postage
Mellon Bank; service charge
Mellon Bank; check charge
GPU Energy; electric bill
United ofPA; final telephone bill
$ 22,59
$ 47.22
$ 82.37
$ 30.00
$ 180,00
$ 155,82
$ 25.09
$ 201.07
$ 32,76
$ 27,00
$ 63,13
$ 40.00
$ 22.06
$ 39,25
$ 192.40
$ 29.63
$ 111.15
$ 35,00
$ 6.00
$ 53,50
$ 3,26
$ 232
-----_._---~----- "
TOTAL (Aha onter on Ii no 10, Recopilulotion)
S 1,401.62
- ._~---_. ----
----- -...----.-.-----
(If more tpace it needed, inter' oodiliooo/ "lee It 0' sam It sizp.)
I,'f . ill} -j
t~
tr. . 'I
~-... 'f'{,'fl
;',' t':!Jl'j~,,-'i;~~
- ~j~,.....
,.-w",,;t,
JO~ ,L . ..,'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,
V
BUREAU OF INDIVIDUAL TAXES
INllIRITAIoiU IAll OIVISION
DlPl, :80.,01
IIAlllllSMIIIC. JlA 1/1:8-01,01
NOTICE OF INllERITANCE lAX
API'RAlSEH[NT, AllOWANCE OR DISAllOWANCE
or DEDUCTIONS AND ASSESS"ENT Of 'A~
11. ,hili I" ':1'"
SALLY J WINOER ESQ
701 EKING ST
SHIPPENSBURG PA 17257
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-01-97
1l0SFELO
11-08-96
21 96"0951
CUMBERLAND
101
000
R
A..,ount Ren1ttlld
,::===-~~.--:-,- --
I
-,
i
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUM8ERLANO CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iIEV:iS4i" EX'AFii'iiiF97Y"NOTicE""lij:"YNHEiiiiiiNCE"TAX"iiPPRiiisEHENi'";'Ai.i:ciwiiiicE"ifli...m--m- -.-..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOSFELO ODD R FILE NO. 21 96-0951 ACN 101 DATE 12-01-97
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule A)
2. Stacks and Bonds (Schedule OJ
3. Closely Hald stock/Partnership Interest (Schedule CJ
4. Hartg.gas/Not.s Receivable (Schedule OJ
5. Cash/Bank Deposits/Hlsc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
1. Transfar. (Schedule GJ
8. Total Assats
CllANGEO
NOTE: To insu~. p~oper
c~edit to your account,
subnit the upper portion
of this for~ with your
tax paynent.
57.000.00
563.377.64
.00
.00
2.B03.60
14,579.99
.00
(8)
III
121
131
141
(5)
1&1
(71
637.761.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expanses/Ad~. Costs/Hi.c. Expense. CSchedula H)
10. Debts/Hortgage Liabilities/Liens (Schedule X)
11. Tot.l Daductions
12. Nat Value of Tax Return
13. Charitabla/Gov.rn~ant.l Beque.ts; Non.alactad 9113 T~u.t. (Schedule J)
14. N.t Value of Est.te Subjact to Tax
Iql
110 I
52.406.33
1.401.62
Ill)
1121
1l3)
1141
;3,R07 9;
583.953.28
.00
5B3.953.2B
If an assessment was issued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX.
15. A~ount of Lina 14 .t Spousal
16. A~ount of Lina 14 taxable at
17. Anount of Line 14 taxable at
18. Principal Tax Dua
TAX CREDITS:
PAYMENT
DATE
01-22"97
01-23-97
OB-07-97
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
NOTE:
~.te
Line.l/Class A rate
Coll.ta~.l/Cl.ss 8 rata
1l5)
Il&)
1l7l
.00 X .00=
5B3.953.2B X .06=
.00x.15=
1l8)
.00
35.037.20
.00
35.037.20
RECEIPT
NUMBER
AA1B5104
AA18510S
AA211616
DISCOUNT (t)
INTEREST/PEN PAID (-)
18.03
25.71
.00
342.64
4BB.42
34.164.59
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
35.039.39
2.19CR
.00
2. 19CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. ND PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION; E.t.ta. of dacadant. dvlng on or bafore n.ce.ber 12, 1982 ~~ If any future Intar..1 In tha ..tal. I. tran.farr.d
In Po.....lon or e"joy.ant 10 Cia.. e (collateral) b.n.flclarle. of Ih. d.c.d.nt aft.r the ..plrallon of any ..tale for
life or for yaarl, the Co..onw.allh h.reby .~pr.I.lv r.l.rv.. the right to appral.. and al.... tranlfer Inh.rltanc. Ta...
.t the I.wful Cia.. e (coll.t.r.l) r.t. on .nv luch future Int.r..t.
Pl.IAPOSE OF
NOrICE:
To fulfill tha r.qulra.ent.'of S.ctlon 214D of the Inh.rltance and Esl.te T.. Act. Act 21 of 1995. (11 P.S.
Section 9JttDI. ; ,-.1
P,lVHENT;
Detach the top portion of this Notice and subait with your pay"ent to the Regllt.r of ~llls prlnt.d on Ih. r.v.rs. .Id..
~-Hak. chack or aonoy ordar payable tal REGISTER or WILLS I AGENT
REFUND (CR)s A rafund of . taM cradlt, which was not r.quo.t.d on the Tax R.turn, .ay b. r.qu.st.d by co.pl.tlng an ~Appllcatlon
for R.fund of P.nn'Ylvanl. Inheritance and Eltat. Ta.~ (REY~1515). Application. are avallabl, .t the Dfflc.
of the R.gl.t.r of Willi, any of Ihe 25 Revenue DI.trlct Offlc... or by calling the .p.clal 24~hour
an.w.rlng ..rvlc. nu.bar. far fora. ordering; In P.nn.ylvanla 1.8DD~562~ZDSD, out.lde P.nn.vlvanla and
within local Harrl.burg araa (111) 787~8D94, TOOl (7171 772.2252 (Hearing I.palr.d Only).
OIJECTIONS: ,lny party In Int.r,.t not ..tlsfl.d with the appr.I....nt. .llowanca or dl.allowanc. of d.ductlon.. or as'."'ant
0' taM (Including dl.count or Int.r..t) a. shown on thl. Hotlc. aust obJact within .I.ty (60) day. 0' racalpt a'
this Notice by;
..wrltt.n protalt to the P,l Oapart.ant of Ravanua, Board of ,lpp,al., Oept. 211021. Harrl.burg, P,l 17121.1021, OR
".l.ctlon to hava the ..ttar dat.r.lned at audit of tha .ccount of the par.onal r.pru.nt.Uv., OR
..app.al to tha Orphan.' Court.
,lOftIH
ISTRATlYE
CORRECUOHSs
Factual .rror. dl,cov.r.d on thl. a..a...ant should b. .ddr...ed In writing tal PA O.part..nt of Aav.nua,
Bur.au of -Individual T..a., ATTH: Post A..a..a.nt Ravl.w Unit. Oept. 280601, Harrl.burg, PA 17128~0601
Phone (717) 787.6505. S.a page 5 of Ih. bookl.t ~In.tructlon. for Inharlt.nc. Tax Raturn for. R..ld.nt
D.c.d.nt" (REY.1501) for an ..planatlon of ad.lnl.tr.tlv.lY corr.ctabl. .rror..
DISCOUNT:
If any taM due I. paid within thr.. (5) calandar aonth. aft.r the d.cld.nt's de.th, . flv. p.rc.nt (S~l dl.count of
the tax p.ld I. .llow.d.
PENAL TVs
The 15~ t.. aan..ty non-partlclp.tlon p.nalty Is coaput.d on the 10t.1 of the taM .nd Intar..t ..sa..ed, and not
paid b.fore January IS, 1996. Ih. flr.t day aflar the .nd of the la. a.n..ty parlod. Thl. non~partlclpatlon
p.nalty I. .pp.alabla In the .a.. aannar .nd In the the .... tl., parlOd a. yoU would .pp..1 tha tax and Int.ra.t
Ihat h.. b..n a..a..ed .. Indlcat.d on thl. notlc..
INTEREST1
lntere.t Is charg.d b.glnnlng with flr.t day of dallnqu.ncy, or nlna (91 aonth. .nd on. (I) day fro. the data of
d.ath, to the d.t. of pay..nt. Ta..s which bece.. d.llnquant b.for. January I. 1912 b..r Int.ra.t at the r.t. of
.Ix (6~) perc.nt p.r .nnu. calculat.d at a dally r.t. of .000164. All tax.. which b.c... dallnquent on and aft.r
January 1, 1982 will b.ar Int.r..t at a r.t. which will vary froa cal.ndar yaar to c.landar y..r with Ihat r.l.
announc.d by the PA Dapart.ant of R.v.nu.. Th. appllcabl. Inlar..t r.t.. for 1912 Ihrough 1997 ar.:
!!!! Int.re.t Rata Dally lnt.rut F.ctor !!!r Int.rut Rat. Dally Int.r..t Factor
1982 ZOX .000541 19111 .~ .0002"7
19113 16~ .000451 1988~1991 U:C .000301
191" 11~ .OD0301 1992 .~ .000247
1915 13:C .000356 1995.1994 n .000192
1986 lOX .000214 1995~1997 .~ .0002ft7
..Intar..t I. calcul.t.d a. follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
~.Any Hotlc. I.sued .ft.r the ta. baco.a. d.llnquant will r.flect an Int.r..t calculation to flft.an (15) day.
b.yond the data of the ........nt. If pay..nt Is ..d. aft.r the Intarut co.putal1on dat. .hown on the
Hotlce. addltlonel Intar..t .u.t b. calculatad.
PlIlPOSE Of
NOTICE,
To 'ulflll the r~lr...nt. of S.ctlon Zl~5 (bJ of the Inheritance end E.tat. Tax Act. Act 21 of 1995. (72 P.S.
Section 9145).
PAYHENTI
DetKh the top porUon of this NoUe. end lutNllt with your pay..,.., to the Reahl." of WUh printed on lfM;
rev..... .Jete.
-. Itak. cMck or 80My order payable to, REGISTER OF MILLS, AGENT.
REf'UHD (CR) I
A nfooct of . tax credit .ay be request.d by cDlIplaUng en "'pplJeatlon 'or R.fund of PennSYlvania
Joh.rJtenca and E,t.t. Tax" (REV-131]). ApplIcation. ar. avallabla at t~ Office of the Ragl.tar of Will.,
eny of the 23 R.v~ DJ.trlet Office. or fro. the Depart..nt., Z~-hour an.~.rlng ..rvlca nu.ber. for for.. orderlngr
In ~'YIYenJ. 1-300-362-2050, out,lda Pennsylvania and within local HarrlsburD .r.. (717) 787.aO~,
TOO. (717) 77Z-ZZSZ (Hearing 1~.lr.d Only).
OBJECTIONS, Any party In Int.....t not ..tJ'fled with the .,I....ent of tax a. shown on thla notlc. .ay obj~t within
.Ixty (60) d.ya of r,c'lpt of thla Hotlc. by:
--written prot.at to t~ Pi Depart-.nt of R.v~, Bo.rd of Appeala, Dept. 2310ZI. Harrisburg, Pi 17IZ3-IOZ1. OR
-".I.ctlna to have t~ ..tt.r d.t.r.lfMtd .t audit of the per'onal r.pr..entatlve, OR
--appeel to the Orphan.' Court
AD'UN-
ISTRA liVE
COARECTIONSr Factual .rror. dl.cover.d on thl. ........nt .hould be addr....d In writing tor PA Depart..nt of R.v~,
Bur.au of Individual T.x... ATTNr Po.t A......ent R.vl.w unit, D.pt. Z80601, Harrl.burg, PA 171Z8"0601,
Phone (717) 737-6505. s.. page 5 of the bookl.t "In.tructlon. for Inherltanc. Tax R.turn for a R..ldent
Decedent" (REY-1501) for an .xplanatlon of ad.lnl.tratlvely corr.ctabl. .rror..
PENALTV:
The 15% tax .-na.ty non-participation P~lty 1. coeput.d on the tot.1 of the t.x and Int.r..t ......ed, and not
Paid be'or. Jenuary 18, 1996, the flr.t d.y .'ter the .nd 0' the t.x -.na.ty period. Thl. non-p.rtlclpatlon
penalty Is ~.Iabl. In the .... unnar and In the the .... tI.. P.rlOd .. yOU would .pp..1 the tax and Int.r..t
thet has bellO .......d .. Indlcat.d on this notlc..
INTEREST:
additIonal P.nn.ylvanl. E.tat. T.x e..e..ed .. a r'.ult of . chanae on the F.der.l E.tat. T.x clo.lng
I.ttar bec08.. delinquent at the a.plr.tlon of on. (1) .onth 'roe the data the 'Inal notlc. of the Incr....
In Fadaral E.tata Tax I. racelved.
T.... which bee... dellnqu.nt b.fora January 1, 1982 be.r Int.r.,t .t the r.t. 0' .Ix (6~) p.rcent per annu.
c.lculated .t a d.lly r.te 0' .00016~. All t.... which bac... delinquent on or .'t.r January I, 1982 will bear
Int.r..t at . rat. which will v.ry 'roe calend.r y.ar to cal.nd.r y.ar with that rate announc.d by the PA
o.p.rt..nt of Ravenue. The .PPllCable Int.r..t r.te. for 193Z thrOUgh 1998 .rer
~ Int.r..t R.ta Dally lnl.r..t r.ctor Y.ar Int.r.st R.t. OaUy Inter..t ractor
198Z 2DX .0005~8 1987 9X .000Z47
1985 16X .000438 1988-1991 IlX .000301
1980\ IlX .0003Gl 199Z 9X .000Z47
1985 I3X .000356 1991-1994 7X .00019Z
1906 lOX .000Z74 1995-1998 9X .000Z47
--Inter..t I. calculat'd a. 'ollows:
IHTEIlEIlT R DALANCE OF TAX Ul!PAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NoUc. h.ued .ft.r the tax bacaM' dal1nquenl will ref1~t an Int.r..t calculation to flit.." US) dan
bayond the date of the ........nt. If paYNnt h ..de aft.r the Intar..t C08pUtatlon date shown on the
Hotlc., eddltlDnlI Int.r..t au.t b. calculated.
'-,
c/
STATUS REPORT UNDER RULE 6,12
Name of
Decedent:~D f.,
Death: 1/-', - clLr
.JJofRlJ
Date of
Admin, No, 11q 6 - D010
6.12 of the Supreme Court Orphans'
following with respect to completion of
above-captioned estate:
Will No.
PurBuant to Rule
Court Rules, I report the
the administration of the
1, State whether administration of the estate is complete:
vesf- No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a, Did the personal representative file a final
account with the Court? Yes NO~.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative s;;ce 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 attached to this report.
Date:
~~.", J('u~___
;' Q.
ype or print)
7'1 t' k.;,j 51- Yi"frnrL'l.
Address ~A 0
I f<t" ( .).,~ 7
( )
Te 1. No.
Capac it y:
Personal Representative
~Counsel for personal
I' representa t i ve
(MAH: rmfl AM))