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Home My WebLink About96-00955 , ..".... , , . I I I , ", ~ , , ., C'y;\ u~ i 'I , ('\.1 , ,'. , , , , I I I '1 i",\.... L~ , '. ,;".~ \ ., j ~ .J:, ,,' .. ~'. '.; \0', ~..\\. t ~ -'~ ~.. , . '\ e .. " ~ , '.' I :.,. ,r " " J I "'-- j , . . ;r .lJ l~ q;J LI1 IT1 ru :r = u. I Ii ~ o U .~ ~ c ~,., ~ 50 CI) -a € ~ - . , ~ 0 0 ~ ;'-Oc W 0 _.., -J~?3, . GI ::l;/l o u 8 ~ > ., TI &' a:: '" ;: <l' = !:I,2 :: ~ ~~' o ~G t u ;;; "' ~ a: ~_. ... . "" ~~~ ~~ii; ~~~/'" ~ rJ ~. r'i.... (5 (", . ...: ." : \.~ III ,To III i'n '... (.) .... (:I t'" .,~ (" " .. ~ '. . "--' ,.- . ',-. ',;) '\\ / , I' -:,t.. ik~) U ~ " p, I~ ,J " ~ (.. -< . ." .j . . . ., ~: . . I,. "" I " --' -~ __Ii ---'.-- ~' .-----".).11II ---.. . o . , '. . ) " , j:. f .' #- . " 1':' . , JRD:June 30, 1992/17858 NOV II 8 1999UJ In Re: Estate of flU'l'll M"flTNU Late of Nr~ (lJMl.lr:fllJ\N:J I'AJIWGlI ORI'IIANS' COUnT DIVISION. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Es N 21.1996.0955 tate 0,: Nn. 21..1996.0955 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: DAVI:J HlILLEfl, ESQ., Date of Decedent's Death: 10.29.1996 Date of Delinquency Notice: 09.1.1999 The undersigned, Mary C. Lewis, Register of Wills, in accurdance with Rule 6,12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Divisinn. Courl of Common Pleas of Cumberland County, that neither the above named personal represenlative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6,12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 1104..1999 , 19_, and that the ten (10) day notice to file the Status Report has expired, Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or couX ~linquent personal rep~ntavve. Date: 11.4..1999 C, rAJ1L~ \ {l~/ M y C LeWIS. Register of Wills rf Distribution: Personal Representative Counsel for Personal Representative Estate File 11 HENlING IS SCHE:JULE:J H)ll L CWf(1'flUJol NU. J. If THE tiT1I flEI\Jf(l' WILL 1IU'l\..MATIClILL Y BE C]\I\~'EL E:J. IN TI-m HE!\!lING PETITION ...on PIWUA TE 111111 C;nANT 0... LETTEnS No, .-lil.L::i~ -<1 SS- "d.~j1..../~_.__ To: ___ Register of Wills for Ihe , D('('('(I.H'd. County of .L.'.L~J. .! . ,I_I.) in the Social Security No, .c I Z - I' ( I f:-7___ Conllllonweahh of Pennsylvania The pelition of Ihe undersigned respectfnlly represents Ihat: Your pelitioner(s), who is/arc 18 years of age or older an the execllt ,. , in the last will of the above deccdelll, dated .'1.>., f' II 1/ and codicil(s) daled " " ".'I .., Es101" of "." 'f' 'I also kilO",,, a,\ :< LltlJL/~___ named ,19..tL (SI.lle rC!C\'UnI drCnR1\lancCS, c.g. renuncialion. dealh of ("(cutor, elc.) Decendenl was domiciled al dealh in t:>, /,1,.,. .1.11 J II ("... lasl family or principal residence at '/2 'I ,<:t ...' " '.i r {!.J.~i~l.lL..I_'i' ('Jl,'..vr'~ .3.:.,..'.; ('..' IlJ.'...i ('....t,}t/II ,1"'/) (IiSI SUcrl, number and mundpalil)') County, Pennsylvania, with .Il'/, ". ('l'N i'ii'lf.. ",loLl i). Decendenl, then ., ,'~ years of age, died at I--'lll~~da...-1.fl(J.. 't,., (i"ll-i Excepl as fellows, d':cedenl did not marry, was nol divorced and did nOI have a child born or adopted afler ..xeculion of the will offered for probate; was not Ihe viclim of a killing and was never adjudicated incompetent: ,v... v i. Decendenl rat dedlh owned property wilh estimated values as follows: (If domicikd in Pa.) All personal property (If not domiciled in 1'01,) Personal property in Pennsylvania (If not domiciled in Pa,) Personal property in COUnlY Value of'real estate in Pennsylvania situated as follows: "-',,..! l. L<)( '-~)..\l ,'l. ~'l ,19 fc. S .;) tJ, {'< $ - ~L) - S '0 C S-t WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and eodieil(s) prr'enled herewith and Ihe grant of leuers T i -", .1.1/,' 1'-' ; '/" 'I (leSI.1mc:nlar)'; administration c,l.a.; administration d.b.n.c.t.a.) theron, ~ ., c ~ ",,- 'of 0:" c ",,0 c': t:l'= -" .:- 'C'_ :;= ;; c ~ iii qt~::!l!t~~4lc ,,/;-/ /li",t'.:' .5;- ..C'it&/(_t:,'tiU..".lt......,,). il^ .. I ';.'L'I\.~ . (1 t7) 77'1-1'10'/ OATH OF PEnSONAL nEPnESENTATlVE COMMONWEALTH OF ~)ENNSYLVANIA ~'s COUNTY UF C.,'.!'13...,c: L. ,I.,,) i) J ::; The petitionerls) above.named swear(,) or affirm(s) Ihallhe slatemenlS in the foregoing petilion arc true ano! correct to the besl of the knowledge and belief of petitioner(s) and Ihat as personal represen- tative(s) of Ihe above rlecedelll pelitioner(s) will well and truly administer the eSlate according 10 law, subscribed {o 4~"m~f ~t/U~ day of ~.u.:. 19.9.tL- Rt'K;S(t" Sworn to or q(finhed and before me this 1 q th N~~rnhPr '/)JafU~~ ~,~<}~'~\~ c-, ... " Q i: ~ 2 II 11 Thi-. I' IlIlll,lI~ liI.11 Ilu' 1111"1 IIl.lt II III h"lt .1.:'\'-11 h \lllrCllh "'I'll'! ""111 .111 ..rl,l~lll,d ttlllltt.lll,.d ,It-.tlb tllll~'lllt..! with 1IlC'.1'<o I '\t.lll{q'I-.1 I ,II '1111 ," 1,1~11l..1 t t:l1 II II ,lit ,_, III !it It"" .11 ,IE ,I !., ! II, .,,! ,II( \' II ,II H" ," ,!. 11111," b II l't'llll,1I1t III t.IIIIJ: WARNING: It Is IIIcgnllo dupllcntl! Ihls copy by photostnt or photogrnph, lu'llIl ,hhtt'lItlll.lll. i.'Ull 1.1-%-955 j,.,.".,.-."';:..... j'\,,\1~..Ol.f(t ' , i'.t/:,;'tt~ ~ ~{ , ,.' \~ ViA . '. ,i. . ~<''':'~ (' .'~ ',f/"~''t-\.''''';t "EN~'J1'" 3784218 No. \ , %.4w~rr~ d OCT 2 9 1996 1).lll' COIIIIONWEALTH OF PENNSYLVANIA' DEPARTIIENT OF NEALTN' VITAL RECORDS CERTIFICATE OF DEATH 75 ......... -.~ .,..........,.,.....\ "' oj,'erna1e I. Ruth -...- 1t.1'"'''''''''' SOQALSlC......'V.....""".. . October 29 199b DAll~OCN"~_OI.. -, . 212- 16 -6127 "'-'GlC#DlR"c........---- .....-... """''''' _0 .-...-0 "",0 :"0 _TW'UClPr.... "-c.-'O'.CCu1Il1 Ilanover ,~ ....H r1 sle .... OIC101HT"IDUCAION "' WlSDlctOlN'lI'f't.... u.......O,OIlCI.I? ...O~ n..__;.s.-.... ')In 12 ,,..... Ppnncwlv;miA ~swua.""" ""*......, ....... -- l>I1i te -....... ......w.--~ .0' ....0""'............ PA 17070 .... ... - ..... ('l1mMrl ::!In~ -....' ".n.:''':'::.. 1oIOTtC"..HAUI '...loIodI. .....s...Nrl\II " Mar aret liar er NQAMAHr' YAU<<lAQDMISISn-.~"" .. MHU'.......,..~.UilII John Perlman ~'fiWIII(t~ John S, Marino .. 0.-0 :~.~O ""'" ~oc.R1Otl.~....h1 ~........D P\ACeC#t:ISP'QllrT1OJt.,.....~~ ......... Fairview Parthemore Funeral .. - ", "" q . a-........ ......................"".... 011".. _..._.............. ..~.IMCl'-.. ........................ .....,-_....... -.awlCAUII''''''' -.- ....ft~_ 'Sn ....'" ASACClH5IOUI:NClOf)- c Ol.MIOICI'AlACON$lOUl:HClat. MIOIO"AlAC(NlOUl:HCf.Of)' ORIOIfItUUfl'f I.....Drr-1 --- -...-'" ""'""''''''''' ,...,., ........ ...... "'.... . (lolalI\.Ott._l - NflN'llOlO..OlCA&.I ...0 ...R - t=':= Iw.\........ I , f'M1111 CWlIIf....................--.- 1IllI--..............._.......~1 'tlUlOlfIN.A.Rf I.u.<<TIIlWOflllll' OI~tCMNA.lftf(lC'.C;\JlMlO - -- o o o "lJoCIOIfIkAJftT.~......,..................... Lt. ...... - .-... ... ux.cJONlSt_~"" .. a"'''''''' %- o - - ...o...~ ...0 ...0 .... .... CIII1.....,......... .CIIn'.,..'"'IlC:&IolI~~c.-DJ"""_",....Cl'YKoW'l...Il'~--~....l)J .............,............__~...."...'*-'It.....-.................-..........,................................ c:..._......-.. ...... " . t lNfOCUllnlNOf't(TlClAN~tdlP~........,~_LaM~1MoIN ............,................_...................11IIII.......... ..........-...,...-........ . ... ..................... "WDICAL IlAMlNIAICOAONIlA eM.-. MiM" ........... ...,.,lftftlllfl&*".....,.,w........ MCWt'........ UnIt. d.l., ...,ucl,... dIM WI EN uu....,_ .1.-...................................................................................,..................... NOI.,IWll........,...,..NfO,."..." 1>l1/~1 ,/ I ... 0...0 ..... o ~ UCl"'~" 04ISlQ1tlOt.......DII'I_1 o .-.-o~\' OZ'1'''' , O'-1,:llt I ~ fWoII. ANOAOONUOI"~ WHQCOWUI10CAUII 011 DlRH ''C.'E;;::-P, ~l'~~~ n-o o ,", g~", \.>.1'4"""" 'O..nll>- ~ ~U'I-\:\I. (lL " , ... " , (")0 ~:n c- \tj -0' _ '_.' t1 ~ w,~ U" <1 .,,.. C\ ~ .... \0 :il ."..) ,'. " .. ',,;, .- -.J 110(...,; ". f".,. '. . .~- <-. ' " ; td \.. :;:;::, ";.',' '96 .illlV 21 PI2 :01 .", . Cia,; ',. Curr.v~; ':(. " -,,' -"',' ,,~ ," , ,.,~~~~~~*\;~I; "~'J\1i't.....'}~;.,.,.~-",).,.", m1' . '~~;~~i.fffi;::tf,";<:. ,)!.',"i..'", """, ,'. ~,)Oj",,..1.'.O-'t'o'_ ;:,"1' ',' .;. . 'f'~'"i''f.I''1*''''-''' 1:'~,4..Jo'"';,"'''J'>'',,,-:-'', 'tt,l;ii"/"~' !l:).. ,',' I. '; , .;--. .. I~fi~;;:; ~'l~l,-",~ ~~_,~ ': ._f ,; .; ,'_',','-' ,; 'r. ',..' '.1,',-;:. ~:'- ,,-'---.. ;.t . , . ,~ ,.... .,-~,-' "",-;~- >: """'. ",,". . , . , , . . ;., . . ":,.,',,',-/.',' ',' 7~f~[;::~:~:iiQ:~.:_ ,~-'.- -. C:;;drl C.!,':" PA t ~ III r.1 0 i~; '::r III H'~ ,~ ... ~' 1 ,. . STONB. LAFAVBR & STONE ATTORNEYS AT LAW -- 414 DRIDOJ,#fREI!T N~ ,CV"'D.~D!'''A. 110'10 ", ." " ~%~"{~;1~h~i.{l~ ";, ':ZF ,'" .:'~J~,:....~I)p,;,-:<< ~ ..";,,,~ ~!;/i.:,,~':~f " - '~~ /....'" .)~~r.1 :, '.' } ;h":_~~:' ...~~\' , ~c'" .;t.:.;,';"..;;:~ '1. " -':.' ~ r 1:I.r<~r~.,~~ ... "'l~(.~,;J'I:'1;j S :-,:....i ;~~~ ~?~~ .,~<c" Jre'~ '0;:;;:]. ,. ~ 11:,1:" :-.: ~1"~. .. ,0 II "',.' ,. .... ~fIt'~ ';",L :~.~ . "'f ...,~ . l" . :~,,~c~~)'.r':~~f -"~. .,,' f' ~!~-_. ~ ....:~:iUa '." ':;-': ~ - .~.- ",_~J " . ",,'~ . . -~ ."\i ,.. :' .;-.~,: ~ ~,\:,:'.~-~ '!'~~~'::;'~'1~~' " ", }"''-'':i''~_ ., . , ,-,>' 1.:..' .-!!: .~ll . !< ".~,,~'1 .,',- '" -'t,^A,~..,,.,..,iJ~ ".'...,'. .. ,;.~\,;~)~~fi~ - .,." f-h- J.V'...J;.('L5 ';~~k,l/l :0,', ~,;,-,,",,---",,.\";~""~A.1.\"',"'J .0: '" " R\ " ~ _. 4...--.._......,....--.- . - ep'will~'mnrino.chs LAST WILL AND TESTAMENT OF RUTH MARINO I, RUTH MARINO, of Borough of New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I give and bequeath any automobile which I may own at the time of my death to my son, JOHN STEWART MARINO, if he survives me. ITEM II: I give and bequeath my circular diamond ring and doll collection to my sister, HELEN NAVARRE, if she survives me. ITEM III: I give the balance of my household goods and personal effects, not including cash or securities, to my two sisters, HELEN NAVARRE and ELSA COST, to be divided among them as they may agree, if they survive me. I give to my son, JOHN STEWART MARINO, any of such items not desired by either one of my sisters. ITEM IV: I give and bequeath the sum of Five Hundred ($500.00) Dollars to Rabbi Mark Greenspan, now living at 2907 Green Street, Harrisburg, PA, if he survives me. ITEM V: All the rest, residue and remainder of my estate, of whatever nature and wherever situate, I give as follows: Page 1 of 4 A. Sixty-five (65%) percent to my son, JOHN STEWART MARINO, if ho survives me, and if he fails to survive me to his issue per stirpes. B. Twenty-five (25%) percent to my sister, HELEN NAVARRE, if she survives me. C. Ten (10%) percent to my sister, ELSA COST, if she survives me. ITEM VI: I name my son, JOHN STEWART MARINO, Executor of this my last will. If he fails to qualify or ceases to act for any reason, I name my sister, HELEN NAVAPJm, Executrix in his place. ITEM VII: No fiduciary acting hereunder shall be required to post bond in any jurisdiction in which they may be required to act. IN WITNESS WHEREOF, I, my hand and seal this / / ..Ill day of RUTH MARINO, have hereunto set \1 ' II/utI! , 1993. .4::fif,.;'" "" ,-,' -0 (SRAL I Page 2 of 4 j. CONJ.lONWEALTH OF PENNSYLVANIA : :88: and/?: (~~ .fiAt-tV. , the witnesses whose names are signed to the attached or foregoing COUN'l'i' OF CUMBERLAND We, cQd..C H Jt,~ . . instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~ ) , . ( " - 'J)fj~, Witness ~;~/ fl (R//I-&r: 'Witness Sworn to or affirmed to and acknowledged before me by (lJw...tl"iJ ~(/ .Jtnl.... and Jj,")fl{J,.L O. .!/;",jU:..Iol!.'f' witnesses, this I/\~ \ .' day of Iii n ",II , , 1993. 'Ii) Ii ,1 : 'r. . "-'-/".;;;(, otary Publi9 ----..--..----1 'I"....f.., ',' ! II):~'~ ~, " I KflYE F:j',:" [, t-;:..", Cl:.T:-::' My (.'}.,:;','c Page 4 of 4 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name 0 f Deceden t: .r:( vrl-l /l",~ I ..) " Date of Death: /() .? ;/ - n Will No. It}~(. - 0('5'j';)- Admin. No. ,z I9t - ~) 7J-';- To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on o,~ 3e;;'~t'. S-/j-1f7 , Name RA iMI Nile /( r;;.UI.....',j ?II,.) tJ..S,4 tksr ...h,l,.} .s ,ifill!. ,,)(0 Address -pll'.r '-"'IE,-.,}.Jr ;/&: ?" 1'11/" IZ,'f' R,,,,'A!, i3,~""~e ,J..... D t.()~",',.../;) ,3L!,J~JI r-J.. ..:/.z.;7~ -I.z.'-! ,e.rrJe ..!;i- ,,-2..' {{'nlJl'" J....J j) ?.1 170')0 Notice has now been Rule 5.6(a) except iven to all persons entitled under .., .s If),., '~J , dt>_ *. . ' In ot.'( 'r; l.f:. " '"J (', O. I1i I >- .~ , r-- n ',' ;::''1 i.}:'- c: _::J UU .Q.-reP /-l/.t::~/ S1.gnature Name '/.NI/) ;-IoAn<>? Address / l' '4-,</,,/ .4,/ t! '-c"D.,}.4 ?A l'l,JrI L . Date: .,s"/f/f'7 Telephone(>>I)Z7~ .lj"S'7 Capacity: Personal Representative X' Counsel for personal representative COMMONWEAltH Of PENN:\onVANIA DEPARTMENt Of IlfYfNUE DEPl 780601 HARRISBURG, PA 111280001 - --" OIeIOINt'S NAMl HA!ll. f'I!lI, At~O MI[;OH ttlll'''U N,,.J /?_. SOCIAl UCU.~:~ jUM.~~--f- _.~.~-t,'--'-t!'IUA"i"O'"OiAI7''''' "hIOii'''''. .'.- 'Iil-IH--~~ ;? 12 - It,. (j,! '/ /c'IL '/IM .11:';""1 ,,' ....'""" '00,.".. ""'" ''''"'''''~~:=::~~''~'~J 'OC"i:CO;;" "UM"'-' ... ~ IlEV.ISOO 0. I'QA) w ... )C:!:&.? u"''' wo.u :1:09 ug:m 0. 0( ,... "'z Ww "'C> "'z 8~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~ ... z w C> w u w C> 15-PI2-LP fOR DATIS Of DIATH AnER 12/31/91 CHICK HIRa If A SPOUSAL POVERTY CAlDIT IS CLAI.MID 0 fill NUMIIR ....~I / "-, )II.- YEAR cl,0;j- NUMBER COUNTY CODE / '7{,' ;Jt.} [] 2. Supplemental Relurn ilGNAIURt Of PR(PAIlU OlH(R THAN "('.UWIATIV! ~~.,,;,P/~/(;. ' [)3 I. Original Relurn D 4. limited Estate [J 40. Future Inl,,,eU Compromiul (for dolo, of death alte, 12.12.82) rgr 6. Decedent Died Toslole [J 7. Decedent Maintained 0 living Trusl (Allach copy of Will) (Allath copy of Trustl ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME 'UI! 'I j) ;./fJ {U',Z ,_(;gi H1EPHON( NUMlfR L'l,i!,. ,fl'IZ z C> ;: :5 => ~ a:: 0( u w '" 1. R..I ElI.1t (Schedule AI 2. Stoc~s and Bonds (Schedule B) 3. Closely Held Sloc~/Partnership Inferelt (Schedule C) .4. Mortgages and Natel Receivable (Schedule 01 5. Calh, Ban~ Oepa\ill & Minellaneous Personal Property (S,hedol. EI 6. Joinlly Owned Property (Sthedule FI 7. Tron"... (Schedule GI(Schedole L) 8. Total Gran Aneh (totallinel 1.7) 9. Funeral Ell:penses, Administrative COSh, Minelloneoul Ell:pemes (Schedule H) 10. Debts, Mortgage liabilitiel, lienl (Schedule II 11. Total Dedutlions (totallinel 9 & 10) 12. 13. 14, 15, 16. 17. z C> ;: 18. 0( ... 19. => ~ ~ C> U >< 20. 0( ... 21. Nel Value of Eltate (line 8 minus line 111 Charitable and Governmental Bequesh (Schedule J) Nel Value Subjetlto Tall: (line 12 minuI line 131 Spoulal Tranlfers (for dalel of death after 6-30-94) See Inltructionl for Ar,plitable Percentage on Reverse Side. (Indude valuel rom Schedule K or Schedule M.) Amounl of line 14 tOll:oble 01 6% rate (Indude valuel from Sc"edule K or Schedule M.I Amounl of line 14 tOll:able 01 15% rote (Indude valuel from Schedule K or Schedule M.I PrindpollaJll due (Add tall: from lines IS, 16 and 17.) Credih Spoulal Poverty Credit Prior Paymenh 03, OS. _ 8. Total Number of Safe Deposil BOJllllI (OMPLE H MAIUt~G AOOllfS!! I En'.."" ,4v' {' /. t'. '",I.il ?;5; , 1'1/'-'12- ==' :J + ( 6) ( 7) o -.-.-.----.......--.--- I.ff n.Y . .1' '~j--- .--- ...------- o :~..:=:=22~2E-~= I.)' '/.:' 'I ----.------;..-.--. .. ~__ ._...:....0 (; i2__._ -; ." (11 (2) . (3) .______... (4) (5) ( 91 .!..;!Y&. ( 81 -,-"DO, vi/I 1101 (111 1..?,']D2. (121 _......./..1:.1.. 1.J1_.._ 1131 (14) 1151 ________...__ _Q.._x._= (161 ... _/t.LtI'.L~~x .06 = (171 ____.__ /i./.:'......(~_J_~.. x .15 = If J". 1..3.1 o (181 l'e.> /'C', /:'L...J "JY.f' of .It. /' ~ () 3..?' .J(.. Dilcount Interell + ------.- - (191 (201 o If line 19 il greater Ihan line 18, enter the difference on line 20. Thil illhe OVERPAYMENT. Ii! 0 Check hero if you aro requesling a refund of YOUr ovorpayment. /3 t.j.z .J(. --..-----;------"- If line 18 il greater '''on line 19, enter the difference on line 21. Thil ilthe TAX DUE. A. Enler the interell on the balance due on line 21 A. B. Enter the lotol of line 21 and 21A on line 21B. Thil il the BALANCE DUE, Malee Checle Payable to: Rlgllt., of Wills, Ag.nt ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ Under penaltiel of perjury, I declare that I have uamined this relurn, including actompanring Ithedulel and Itotemenh, and 10 the belt of my ~nowledge and belief, t il true, correcl and tomplete. I dedore that 011 real eUate hOI been reported allrue market value. Declaration of preporer olher than I"e personal reprelenlalive il baled on 0\1 information of which preporer hOI any knowledge. !lIGNA'U_E Of PEIl!!ON IlUPON!.IBU fOil filiNG IlETURN AOOIlU!. DAlf /"'1: I' ADOllf!!!! ./ [~ ;})f(.-L /2,,-. (211 121A) 121B) /'IL~I" '/ "1;1/:' 1,,7 l . / ~:'o....- OAlf '/;:../-'J ...> ,', ./ .'7, . -,... .... ....... ". ._-. ' - 11'#1)011"1217) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plea.. Print or T e '* COMMONWfAlTH O. peNNSYlVANIA INHllnANCI1'AX IItUaN lIlIDINT DltlDINT FILE NUMB r~I' with Ih. Righi .f SUfYlvonhlp mu.1 b. dlul...d on Sch.dul. Ft ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I ve?t1.:i" ,J,.H t1<J"MTR)/ )./I'A/)()(J ,u"..e.$,...l{- /10.<-1[.. Atl J<"t,lI,>";ej) ..f (" t9 f, "oJ-- I TOTAL AlIa enler on line 5, Reeo IAnoch oddilional8Ya- )( 11- shtlls If more spo" It ntld.d,) i " ;y -_. ..-- _-"'-'4'-, -.--.-..... '....-~... .. . ll'4-'tOtU. (lUll ! ~ 1 I .1 n j , , . ,j , ~, .'~ SCHEDULE f JOINTLY.OWNED PROPERTY fiLE NUMBER ,zj- Plr o;,~,.... ~:J~'9l\ ....P'&'~ C()Mh\O"WfAUH O' P1""m.."'A INHUI1'ANCl TAl ."UIN USlDI'" DICIDI'" ESTAlE OF /1" 1./ ..----....---.--.-.-....----.-----...-.- RELATlONSIIIP TO DECEDENT .sON JoIn' ,"nonlla)' ------=--.-.-..-.. NAME A. .)"It,J S t-/1lfl.UJO ADDRESS 1~J/ /((.,>/0 5, N[)J tcJMatflJ.."",~,?A 1707"' B. C. \TEME1 LETTER DAlE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET ~.INT. DECEDENT'S INlEREST lENANT JOINT 1. A ?tt.199.$' (!.AJIt. .5MIAI'~ II~" Ht>LIl'!> SA",AI~~ 'O~,J~ 13,J'1,,3. ?I" .5D ~, ,.,rl. Pf O?_(,O~{)ot79'1 /!.' A %.t.199J ~jH" t.,riCCK.',.J(" Ac.~_r /IMl.Il.'S $4.-'4,(,5 'bA';'<' 13 ~H-IY ~7) ~/1,'12..()9 07 - oooz.f)'{n , TOTAL lA"o onlOr on lino b. Rocopilulotionl S 13 4~.J. 97 Jolntly-ownlel proplrty. IIf moro .poco i. neoded insor' odditionol .heets of .oml .ize) Ih'.15111" 11171 . eo"",.ONwfAlIH 01 ,fhN'UVAN1A INHllnANCI fAIl InUIN InIDfN,DleIDIN' SCHEDULE J BENEFICIARIES FILE NUMBER Z / - 1ft .. DI'J.s ESTATE OF ,"I Ail./ -.Jr) Qv,,/4 AMOUNT OR SHARE OF ESTATE N~~~ER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP A. TOJlable Beque,": 1. ;(Aad/ dM,o( fl,ut"J~711,.J JI/{)J' Gtut.J oS, 1!/J,UI.,S2>tJll", ?Il ,7110 l. tl.SA tJ:" 121)~' R, feR. 'oRa: 2 [. bJ. II ;) ~ ORHoN i) 00('.,-1, r I.. .32/7" .s- .:,-00 NON! .s,.:s ,E-R. /Ok ;e t.SI ;),111 L J. ,)OthJ 421 Nt,.) S t1tl'~/,,)O (Ct."),, 5, t';MMJ~J.,J1Ali), ?A 1'70)D 9<)!" telJ I ",.1>1 L :JON ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 8, Charilable and Governmenlal Bequo,": 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o onlor on lino 13. Rocopilulo';on) S (II morl apool II nil did, In,"rl oddlllonol.hllll 01 aoml .111) , ~ ~1~,og,ll'I"'1 ~~l ~O~IJO!t:~snVA.N\'" OlPARIMlNT or REVENUE OEPI l1lO601 tiARRI fl ~G PA 111 1 OlCEDf~T S "VJJ[ lLAsr, fiRS'. AttO UOO~[ lPlITWj "',.. bi.-. bIoc~ tl ""'.. ...~, l!! ,,:'5.. uO:" ....g x~-' u.." .. '" REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT rOlMrlmoc ~.lJl u... FilE N\lMBER 2 I f ~ 00 9,fJ f- Z W C W U W C I( 0 '-11 1'1 A /( I V 0 DATLQI [il"ltl O-'IEOf 81HTtI wc:.:w. M.C~ln klJ,l8ER tJ3!02!/Y'.21 / {J ! ~ ~'! I r l' (. 212.-1(.-(.12. 7 IHIS RETURN MUS' HE fiLED IN llUPLICAIE WItH IHE REGISTER OF WILLS ('f APfllCABlE] SUf(V",'NG SPQust S'WJE (LAS'. IIM51. AhO!,IIOOlE "lIlIAlI SOCiAl MeUMITl N\JMtRH !i .. o z ~ .. .. 0: 0: o U o 1 Ong,nalRelum Qil'1 Supplcmen!.1IRclum C f/J/...... (cl - ~'''-'A Y 0 3 Remainder Relum t""'.""'...b 1l lUll o 4. LimrtedE.lale 0 4a Future 'nlercSlCompromlSe ,""..."'... 1l.1llll 05 FederaIE,taleTa,RelumRequired o 6. OecedentOICd Testate tAb:flC(f,~W.1 0 7. Decedent Maintained a Uw'lQ TrusIIAll.1dl(.ql,D1tr\l\u _ 8 Total Number of Safe Deposit BOles o 9 LilJgaloo Proceeds ReceNed 0 '0. Spou,,' Poverty Credrt I"" ....,,,._, "".II ..H' "I 0 11. Election 10 taxunder Sec. 9113(A) __,,"01 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~()JPl.f1E lIAllIIiGAOORt~S / r!. '?t'."""'" AI" ~CJ S ~ \.d -~ .. Ci-... I '7tJ </2. ~')A :u ;p~ c.;.. C'L'J,) II " 1. Real Estale (Sclredule AI 1 Stocks and Bonds (Sclredule BI 111 (1) 131 (4) (51 16) (1) c: ~'I 3 Close~ Held Corporalion,Partnersh,p or SoIe.Propnelorship I.' ",ri, z o 5 ;:) !: a. < U w n: 4. Mongaqes & Nol.. ReceNable (Schedule D) 5 Cash. Bank Dcpos'ts & M"",Uaneous Personal Property (Schedule El 6 JOlnUy Owned Property ISchedule F) 7. Inler.VNos Transfers & M"",'~neoos Non.Probale Property (Schedule G or LI 8 Total Gross As..lsllotal Unes 1.7) / ~ , ..j{) 0 . 0 ,) 1 C. I ,,,0 D (8) 00 9 Funeral E.penses & AdminisuaWe COSIS (Schedule HI 19) (101 10 DeblS 01 Deceden\ Mongage L~b,hties, & Liens rSchedu'" I) 11. Tolal Deduellons {total Lines 9 & 101 (11) O. () 0 (12) IC"..)D O. {) 0 1131 O. (J U (14) It I .j- 0 L) . 0 () (151 0.00 (16) 990. 0 D (171 (). D cJ (181 9 9 D. () () z o ;: ~i! ...::J Q, :i o U 11 Net Valu. of Estate (Une 8 minus Line 111 13. Chantablc and Governmental Bequests/See 9113 Trusts for which An election 10 tal has nol been made (Schedule JI 14. N.t V.lul Subjlct to Tax (Line 11 m,nus L,ne 13) 15. Amount 01 hne 14 taxable at the spousal tal rate I I X .0 See instructions on reverse side for applicable percentage 16 Amount of line 14 talable .1 6% rale ;' C. t ..5-0 0 00 x 06 17. Amount of line 14 talable al15%r<lte x .15 Ie. Tax Due 19 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < U~ ["lOaI1'tSol perJUfY.1 deda'e IhalI l'Iavee.lWT\I1'led tM return, mcludlng acc:omp;I'l'lng scheduIM and sla!emcnts. a'1d Iothll ~lol m, kl'lCMlCdqe;rod tleIlef, 1111 true. corrt'd ~c:ompIele Oed.Yabonolprepa-erother th3"llhe ~aI 'Mltt"'..8Ilatl...e 11 ba5.edon a1llnlorrn.tJonot~ICI'1 oreoarerhas WlY kr\O'tlloledoo SIGNA OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ,,,,,,:P 'tl..ift /' /. _ '1 .TURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS ,/ C&c. ~ DATE 1 ~.~ /f'.r OAT!: . / 1t)( 2.. ~ Docodont's Complete Address: ~WH_ T AllOlil ',;~; ClI\' l:':____ J :1' Tax Payments and Credits: 1 Tax Due (Page allle 181 2. Credll~IPaymenls A Spousal PovMy CIl>011 8 Pnor Paymenls C DI~counl (11 9ft? ('r) Tolal Credll' (A. 8. C) 121 3. InleresVPenally If applicable o Inleresl E. Penally 89./0 5. TolallnleresUPenally ( D. E) (3) If line 2 is grealer Ihan line 1 . Ime 3, enler Ihe dlHerence This is Ihe OVERPAYMENT. Chick box on Page 1 Line 19tD request I refund (4) If line 1 + lioe 3is grealerlhan line 2, enlerlhedlHerence Thisis I~e TAX DUE. (51 /079. 10 A. Enlerthe inleresl on Ihe lax due. (SA) S 6'[. .j I) 8. Enter the total olUne 5. SA. ThiS is the BALANCE DUE, (581 ~ 077, 10 Maka ChaCk!1abla~~~!~=:~7;;~r:~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income olthe property Iransferred; .........................................................,.. 0 b. retain the right to designate who shall use the property transferred or its income; ................ 0 c. retain a reversionary interest; or.............................................................................................0 d. receive the promise for life of either payments. benefits or care? .........................................0 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12.1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................,................................................,................ 0 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? .....................................,................................................................................ 0 4. Did decedent own an individual retirement account. annuity, or other non.probate property?..., N Bflo 4. . , .~'.~ _1}:J, ,.... r:f)!.', :.;~; .s. ',' ~". No ~ i @ I2r ~ o " .' . 1..r""l t, ~:.~~tt'h'j I, \ rr/~ ~!. !Af,~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN .....n~.",.,.".."..<<.~!'lm':ry.l/j""'\:mI=:r.;;l"'" '':':'J;';'~,~"r,.> f,'.,'.':"'ff"~J,i<\';:.; ~Jl~t1~;.'iUlf.;;U.:lrI....',.1~j,ll'ljt~fo~.;.;1;.n~1111i'Ua.. '."J..:. "i.~H^.....; '.. .~~~~...,> _~Wl;.;...'-~:....u;....:." 72 P.S. ~9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1. 1994 and before January " 1995. 72 P,S. ~9116 (a) (1,1) (ii) provided for the reduction olthe rate imposed on the net value oltransfers to or for the use olthe surviving spouse from 3% to 0% for dates of death on or after January " 1995. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse Is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY '. 1995. Please answer the following question by placing an 'x' in Ihe appropriate space. Old the decedent create a trust or similar arrangement which Is sol Diy for the surviving spouse's benefit for his or hDr entire lifetime? Yes 0 No C1?I If you answered yes to the above question, the lax on the trusl or similar arrangement is postponed unlll the death of the second spouse, at which time it will be fully taxable at the "Ie(s) applicable to the remainder beneficiary(ies). Enler the value of the trust on Schedule J, Part II, in order to remove it from the calculalion of the tax due in this estate You may wish to file Schedule 0 in order to make the election available under Section 9113. lithe election is made,lhe trust or similar arrangemenl.s laxed in the estate of the firsl decedent spouse, the portion of the trust or similar arrangement which benefils the surviving spouse is taxed at the zero tax rate, and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(ies). II you choose to make the election, you must attach Schedule 0 to a timely.fiIed tax relurn, along with Schedule(s) K andlor M in order to show Ihe apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(ies). \. "(V.ISIO u.. 11811 ~ ,:!.~ 1\4' "3. ~f\ ....:'t,:Qi". COMMONWEAtftt Of p[tm!tnVAtm, INHIIIIANCI TAX .nUIN _UIOINT DICtDINT SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE ESTATE OF FILE NUMBER 1'f,J{~ ".J(), IfcJn-, ,2/- f't -- tJff,s- THIS SCHEDULE MUST BE COMPLETED AND FILED IfTHE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. I'EM I. DESCRiPtiON OF PROPERlY , , tOtAl VALUE i DECO. DOlLAR VALUE EXCLUSION I 'lb Of DECEDENT'S NUMBER Includ. nom.o/lh" "on,I..,...lhett '.'III,on,hlp fo dpcfld..",. dot.. 01 I,unl'ro, OF ASSET I INT. INTEREST I IdlA A~t'~,',,)" -lJ- /?I.j?J" :/.!'(.>}.;I /~SZl,) 'dr..Jlf=lt!uJ,ty Jt>tl-.J ,tlll.e",)t! I (oJ OA..1) i I TOTAL IAha enler on lin, 7, R~(apilulatio.n) (II mOf!' 'pac. il "...d..d, j"",t add/llonol Ihl't>fs 0' lame UZlt J I~_>~/.JPO_U_ / !:J--N.J.~, COHHDNWEALTH OF PENNSYLVANIA DEPARTHENT DF REVENUE BUREAU Of INDIVIDUAL TAXES INHERITANC[ TAX DIVISION DEPt. 280601 HARRISBURG, PA l1Il&-ObOI NOTICE Of INHERITANCE TAX APPRAISEHENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT Of TAX DAVID HALLER ESQ 1 E PENN AVE CLEONA DATE ESTATE OF DATE OF DEATH FILE NUHBER CDUNTY ACN PA 17042 (' 08-31-1998 MARINO 10-29-1996 21 96-0955 CUMBERLAND 101 A"Dunt H..Hted * '",Ihl''''' 11"'" RUTH HAKE CHECK PAYABLE AND REHIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALDNG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY:i5'4-'nX-"AFP--iii9=97Y"iioi"icni,,-YtiHEifiiiiN"CE"i"AiniPPRiiisEHENr-,-"m...ciiiiiN"cE-oli-----..-""------.... DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT DF TAX ESTATE OF MARINO RUTH FILE NO. 21 96-0955 ACN 101 DATE 08-31-1998 TAX RETURN WAS: I X) ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule Al 2. Stocks and Bonds (Schedule OJ 3. Clos.ly Held stock/Partnership Interest (Schedule C) 4_ Hartg.gas/Hotas Raceivable (Schedule DJ 5. Cash/Bank neposits/Hilo. Parsonal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assat. (1) 12) 131 141 151 16) 171 APPRDVED DEDUCTIDNS AND EXEHPTIDNS: 9. Funeral Expanses/Ad". Costs/Kisc. Expenses (Schedule H) 10. Debts/Hartg.ge Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax Iql 110) (Schedule J) ) CHANGED .00 158.818.00 .00 .00 26.199.00 13.424.00 2.000.00 (8) 12,302.00 .00 Ill) 1121 1131 1141 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax pay"ent. 200,441. 00 1:>.30:> 00 188,139.00 .00 188,139.00 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSHENT DF TAX: 15. AMount of Line 14 at Spousel rate (15) 16. Amount of Line 14 taxable at Line.l/Class A rate (16) 17. Anount of Line 14 taxable et Collateral/Class B ret. (17) 18. Principal Tax Due NDTE: TAX CREDITS: PAYHENT DATE 05"08-1997 RECEIPT HUHBER AA211278 DISCOUNT 1+1 INTEREST/PEN PAID I-I .00 .00 X .00= 168,881. 70 X .06= 19,256.30 X .15= 1181 AHOUNT PAID 13,032.36 TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 10,132.91 2,888.46 13,021.37 13,032.36 10.99CR .00 10.99CR . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. I If TOTAL DUE IS LESS THAN fl, 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 :/(', ~;;:- -, '0 Cc ~ :;"J t: c_ ':.:: N .L ,,'. .x, RESERVATION: E.t.t.. of dec~t. dying on or ~for. D.ceaber 12, 1'82 .. If ~y future Int.r..t In the ..tat. I. tr~.f.rred In po.....lon or enjo~t to Cl... a (coll_t.r.l) beneflclar... of t~ d.cedent .ftar the ..plratlon of any ..tat. for 11'. or for y..r., the Cu..onw..lth her.by ..pr..sly t...tv.. the right to 8ppr.l.. and ...... tren.f.r Inherltenc. l.... at the lawful Cla.1 I (collat.ral) rat. on eny such future lnt.t..t. NIPOSE OF NOTICE: To 'u1fll1 the r.qulrnanh of $action 2140 of the Inh.ritenc. and Eatat. lB. Act, Act Zl of 1995. 172 P.S. Section 9lttO), PAYHEHh D.tach the top portion of thl, Hotle. end lubait with your pay.ent to the Regllter of Willi prlnted on the rav.r.. .Ide. u.... check or ltOntIy order paYable tOI REGISTER OF MILLS, AGENT REFtlCD leA): " r.fund of II tax credit, which ".. not requested on the hlC R.turn, allY be r.questad by cOlIlplaUng en "Application for R.fund of Pennsvlvanla Inherltenc. end Estat. Tax" (REY-1313). Appllcetlon. ar. av.llabl. at the Office of the Regl.t.r of Will., any of the 23 R.venu. DI.trlct Offic.., or by c.lllng the .peclal 24.hour answering ..rvlc. nueber. for for.. ordering: In P.nn.ylvanl. 1~800.362-2050, out.ld. P~'Ylvanl. ~ within local H.rrl.burg .r.. (717) 787-8094, TOOl (717J 772.2Z52 (H..rlng Iap.lred Only). 08A:CTIOHS: Any p.rty In Int.r..t not ..tl.fl.d with the .ppr.I....nt, allowanc. or dl..llowanc. of d.ductlons, or a.s.s.-.nt of t.x (Including dl.count or Int.r.st) .. Jhown on thl. Notice .ust ObJ.ct within .Ixty (60) day. of rec.ipt of this Notlca by: c 1712:8.1021, OR OR --written protast to the PA Dep.rtaent of R.v.nue, lo.rd of App..I., D.pt. Z810Z1, Harrl.burg, PA n.lectlon to hev. the ..tter d.teralned .t audit of the account of the p.r.onel repra.entatlv., .-eppeal to the OrphanS' Court. ADttIH IS1RATIVE CORRECTIONS: Fectuel error. dlscov.r.d on thl. .s.e.s.ent .hould be addre..ed In writing to: PA Dapart-.nt of R.venue, Bureau of IndividUal T.x.s, AT1H: po.t Ass..s..nt Review Unit, D.pt. 280601, Harrllburg, PA 17128-0601 Phone (717) 787.6505. S.. pea. 5 of the bookl.t "Instructions for Inherltanc. T.x R.turn for a Aa.ldent Dec.dent" (REV-1501) for en .xplanatlon of ed.lnl.tr.tlv.ly corr.cteble .rror.. DISCOUNT: If any t.x due I, p.ld within three (3) calendar .onths .ft.r the d.c~nt's d.ath, a five percent (5X) dl.count of the t.x paid I' allowed. PENALTV: The 15X tax eane.ty non-participation p.nalty Is co.puted on the total of the tax and Intar..t .....s.d, and not paid before January 18, 1996, the flr.t day aft.r the .nd of the tax ean..ty p.rlod. Thl. non-participation penalty I. epp.alabl. In the .... .ann.r end in the the .... tl.. p.rlod a. you would app.al the tax and Intar..t that ha. b.an ass.s.1d as Indicated on this notice. INTEREST: Intare.t Is charged beginning with first day of d.llnquency, or nln. (9) aonth. and on. (1) day fro. the date of death, to the date of paye.nt. Taxe. which bec... d.llnquent b.for. January 1, 1982 bear Int.r..t at the r.t. of .Ix (6X) perc.nt per annua calculat.d at a dally rat. of .000164. All tax.. which bee... delinquent on end after January I, 1982 will be.r Int.r.st at . r.t. which will vary fru. cal.ndar y.ar to calendar y..r with that rat. announc.d by the PA D.part..nt of A'v,nu., Th. appllcabl. Int.r..t rate. for 1982 through 1998 ar.: '!!!! Inter.st Aat. Dally Int.ralt Factor !!!! lnt.re.t Aat_ D.llv Inter.st F.ctor 1982 'OX .000548 1987 9X .000247 1983 '6X .000U8 1988-1991 /IX .000301 1984 /IX .000301 '99' 9' .00DZ47 1985 I3X .000356 1993.1994 7X .000192 '966 lOX .000274 1995-1998 9X .000247 nlnt.r..t I. calculated .. follows: INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc' issued .ft.r the tax bec~as delinquent will r.fl.ct an Int.re.t calculation to flft..n (IS) day. beyond the date of the ........nt. If peva-nt I. .ad. aft.r the Int.re.t coaput.tlon dati shown on the Hotle., additional int.r..t .u.t be c8Ieul.ted. 1:/- ;to, - C' BUREAU OF INDIVIDUAL TAXES U'I[AITAHC[ Uk DIVISION MPt. ZftD&01 HARRISBURG, PA 111:8-0601 CDHHONWEALTII DF PENNSYLVANIA DEPARTHENT DF REVENUE ~-- NOTICE OF INItERITANCE TAX APPRAISENENT. ALLDWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DAVID HALLER 1 E PENN AVE CLEONA DATE ESTATE OF DATE DF DEATH FILE NUHBER CDUNTY ACN 10-05-1998 HARINo 10-29-1996 21 96-0955 CUMBERLAND 101 A.aunt R..ltted PA 17042 - I","" II If' In.''' RUTH MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG TillS LINE ~ RETAIN LOWER PDRTION FDR YOUR RECORDS ~ iiEY:is4'rEX-Aiip-Co;;:ij;Y-iiii'ficniin-riHERii';'NCE-TAiniPPR'AisEH€ii:r,--ALroiiANCE-OR----------------- DISALLDWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE DF MARINO RUTH FILE ND. 21 96-0955 ACN 101 DATE 10-05-1998 If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Aaount of Linl 14 It Spousll rat I 1151 16. A.aunt of Line 14 taxable at Line.l/Class A rat. (16) 17. A.aunt of Line 14 taxable at Collataral/elasc Brat. (17) 18. Principal Tax Due TAX RETURN WAS: I X I ACCEPTED AS FILED I I CItANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DN: SUPPLEMENTAL RETURN 1. Rial Estatl ISchadula AI III 2, Stocks and Bonds ISchadul1 el 121 3. Closely Held stock/Partnership Inter.st (Schedule C) (3) 4. Hor-toag.slNot.. Receivable (Schedule DJ (4) 5. Cash/Bank Deposits/Hi.c. Personal Property (Schedule E) (5) 6. Jointly Ownld Proplrty ISchadul1 FI 161 7. Transfers (Schedule G) (7) 8. Total Asset. NO. 01 .00 .00 .00 .00 .00 .00 16.500.00 181 APPRDVED DEDUCTIDNS AND EXEMPTIONS: 9. Funeral E~ns../A~. Costs/Hisc. Expenses (Schedule H) (9) 10. Dlbts/Nortgagl Liobilitils/Lilns ISchldulo II 1101 11. Total Daductions 12. Net Value of Tax Return 13. Charitable/Govarn.ental Bequests; Non-alected 9113 Trusts (Schedula J) 14. Net Value of Estate Subjact to Tax .00 .00 1111 1121 1131 1141 NDTE: .00 X .00. 185.381. 70 X .06. 19.256.30 X .15. 1181 TAX CREDITS: PAYNENT DATE 05-08-1997 08-ll-1998 DISCOUNT 1+1 INTEREST/PEN PAID I-I .00 91. 41- RECEIPT NUNBER AA211278 AA296534 ANOUNT PAID 13.032.36 1.086.53 TOTAL TAX CREDIT BALANCE DF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, sub.it tha uppor portion of thic fo~ with your tax paYllant. 16,500.00 no 16.500,00 .00 204.639.00 will .00 11.122.91 2.888.46 14,011.37 14.027.48 16.llCR .00 16.llCR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORN FOR INSTRUCTIONS.I ~~:- ~ ;l. I . RfS[RYA 1'10.U E.t.ta. of d.cedent. dying on or before o.c.8ber 12, 1982 -. If any future int.re.t In the e.tate I. tran.f.rred In po..a..ion or enjoyaent to Cia.' B (collatar.l) beneflclarla. of the decedent .ftar the expiration of any 8.tate for life or for y..r., the c~onwealth hereby expra..ly re..rve. the right to apprai.e and ...e.' tran.fer J~rit~a l.xe. .t the lawful Cia.' I (collatarall rate on any .uch future Intere.t. PlIRI'OSE Of NOtiCEs To fulfill the requlr..ent. of Section ZI~O of the Inheritance and E.t.t. lax Act, Act 21 of 1995. e12 P.S. Section 9140). PAV"EKTs Detach the top portion of thl. Notice and .ub.lt with vour payeant to the Regl.t.r of will. printed on the rav.r.e .ide. ..Kak. check or ltOMy ord.r p.yable tOI REGISTER OF MILLS, AGENT REf1JND(CAh A rafLnd of . tax credit, Nhlch wBl not requasted on the Tax R.turn, .ay be requested by coapleUng an "Appllcatlon for R.fund of Penn.vlvanla Inherltanca BOd Est.te lax" lREV.ISISI. Application. ara available .t the Office of thl Ragl.ter of Will., any of the Z3 Revenue DI.trlct Dfflc.., or by c.lling the IP8clal Z4.hQur an.w.rlng ..rvice nuabar. for fora. ordaring: In penn.vlv.ni. 1.800-S62.20S0, out.ide P.nn.ylvanla and within local Harrisburg ar.a (111) 187.8094, 1001 (7171 772-2252 (Hearing lapalred Only). OBJECTIONS ~ Any pllrty In Int.re.t not ..tllfied with the appr.l..aant, .llowance Dr disallowance of deducUon., or .......ent of tax (Including dl.count or lnter..tl 8. shown on this Hotlce ~st Obj.ct within .Ixty (60) d.y. of receipt of thll NoUce by: -.wrlttan prote.t to the Pi D.p.rt.ant of Revenue, loard of Appe.ls, Dept. 281021, HarrisbUrg, PA 17128.1021, OR ..alecUon to have the ..tter deteralnod at audit of the ec:count of the personal repres.ntatlve, OR ..appaal to the Orphans. Court. ADMIN ISTRATlVE CORRECTIDHS: Factual arrors dl.cov.rad on thl. .......ent .hoUld be addressed In writing to: PA Departaant of R.v~, Bureau of IndividUal laxa., ATIH: Post A..os..ont Review Unlt, Dept. 280601, Harrl,burg, PA 17128.0601 PhOne (117) 787-6505. Se. page 5 of tho booklet "Instructions for Inherltanco T.x Return for a Re.ld.nt Decadent.. (A[V.1501) for an explanation of ~lnlstratlvelY correctablo .rrors. DISCOUNTt Jf any tax due i. paid within threa (S) calendar .onth. .fter the d.cedent'. d.ath, . five p.rc.nt (5%) dl.count of the tax p.ld 11 .llowed. PEKAL TVs The 15X t.. ..nasty non.p.rtlcipatlon penalty i. c~put.d on the total of the t.x and Interast .s.....d, end not paid before Janu.ry 18, 1996, the fir.t day aft.r the end of the tax aanastv parlod. Thl. non-p.rtlclpatlon pen.lty Is appealable in the s... ..nnar end In the the .... tl.. period .. you would appe.l the t.x end Int.rest that he. ~.n a.s..sed .s Indlc.ted on thl. notice. INTERESTs Interast is charged beginning with first day of d.lInquency, or nine (9) aonth. end one (1 I day froe the date of death, to the date of p.v-.nt. '.x.. which bec..' delinquent before Janu.ry I, 1982 be.r int.ra.t .t the rate of .he (6:t:) parcent par ennua calculated at . dally rate of .OD01M. All t..1S which bec..e deUnquent on and elt.r January I, 1982 will bear Interest .t a rat. which will vary froe calendar y..r to c.lendar year with that r.te announced by the PA Dep.rtaant of Revenue. 1he appllcabl. Int.rest rat.. for 1982 through 1998 are: ~ Intere.t Rate D.lly Interest Factor !!!r Intere.t R.te Dally Intere.t Factor 1982 z.X .ODDS46 1987 'X .0002'" 1983 16X .00008 1968.1991 lIX .000301 ,.84 11X .0ooSOt I"Z .X .000247 1985 13X .0003M. t993~19'Jlt 7X .ODOllJ2 1'" lOX .00027" 199!..1998 'X .0002,.7 ulnter..t is calculated .. follow': INTEREST = BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR _.Any Hotlca I'sued .fter the tax bacoa.. d.llnquent will reflect an lnter..t c.lculatlon to fifteen (IS) day. beYond the data of the .......ent. If p..,.ent Is .ade after the Int.rest cCMIputaUon dete shown on the NoUca, IIddltlonal Interast au.t be c.lculated. /,-- d" , J /Y." -, BUREAU OF INDIVIDUAL TAXES 111~AnAHC[ tAX DIVJS1CJ1 DEPt, l8DbOl HARRISIURG. PA 171ZS."Ol COMMONWEALTII OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (I~ *' tn_I"'U lI' 111-'" DAVID HALLER 1 E PENN AVE CLEDNA DATE ESTATE OF DATE DF DEATH FILE NUHBER COUNTY ACN 02-01-1999 MARINO 10-29-1996 21 96-0955 CUMBERLAND 101 A.ount RI.lttld RUTH PA 17042 MAKE CHECK PAYABLE AND REMIT PAYMENT TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTE: To insure proper credit to your accooot, sub"it tM upper portion of this fa'" with your tax payHnt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTIDN FDR YOUR RECORDS ~ iiiv=i6'oj-EX-AFPTiii-:m-------iiiill--iiiHEiiiTAiicE-iiix-STAiEiiENi-o"-iiccciuiii--ii..ii--------------------- ESTATE OF MARINO RUTH FILE ND. 21 96-0955 ACN 101 DATE 02-01-1999 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE MANED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, A"D, IF APPLICABLE, A PROJECTED INTEREST FIGURE, DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 09-28-1998 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-08-1997 AA211278 .00 13,032.36 08-11-1998 AA296534 91. 41- 1,086.53 01-19-1999 REFUND ,00 16.11- ",'': TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. 14.011. 37 ,00 ...... .00 TDTAL DUE .00 . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR1, YDU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS, ) PAvttDCTS Qe..... .hO ... portion of .h" Motl.. end ._It .lth ...,r p._' -- p..obl. '0 .hO .- end oddr'" pr-tnted on the rever.. Ilde. 11 RES/DEN! DECEllOlI ..... ._ or ..... or..r p..obl. '01 REGISTER OF WILLS, AGENT. 11 "",,-RESIDEIlI DECEDENI ..... ._ or ..... or"r p..obl. '0' CO""DHWEAL TN OF PEH/lSYLVAHIA, _ (CRll . r.kInd of I ... .r.dlt. which ... no' r..-.'.d on .hO I.' ...urn. 00' bo r..-"'" b. .-1.tI"" on ....U..tlon for ..,und 01 .......Ivonll Inherit.... end E..... 10M- IREY-ln,). ...1I..tlon.... ...lIobl. .. ,hO Offl.. of tho ...II..r of will.. on. of tho Z' ..venue DI..rl.' Dlfl..' or froo tho Dop.r....... z,'hoUr onl..rl"" ....1.. nuobOr' for foro. or..rl",,' In Penn..lvonl. 1_..._3hZ_Z.5., ..,..1.. Penn..lvonl. end .Ithln IOCII HorrlsbUr. .r.. (717) 7.7-...., 100' (717) 71Z-Z15Z (Ho.rlno ,...Ir'" onl.), REPLY 101 .u..tlon. r..ordl"" .rrora c..tolnod on .h" notl.. .....Id bo ........... to. P. Qepor....t of ..venue. aur." 01 Indl.lduol II...' .TT"' po.t .......on. ..vl.. Unl', Qept. Z.'.Dl, HorrlsbUr., P. '71Z.-'.'I. phOnO (717) 7&7"6505. DtSCOUNTs 11 """ to>< .... .. p.ld .lthln thr.. m col.ndor .onth. .ft.r .hO __t'. ...th. . flv. por.ont (5%) d.......t of the t.. peld Is allowed. PEMALTYs lhO 15% to. .....t. __p.rtl.lp.tlon ....It. .. .......... on thO to'.1 of thO ,". end In..r." .......... ond not paid before Jenuery la, 1996, the flr.t daY after the end of the t.. .....ty per-tod. tNTERESTs Intornt .. ch.r.... boglnnl"" .lth flrat d.. of ..1I.....nc.. or nino (9) .onth' end one 11) day froo tho ..t. of ...th, to .hO do'. of p...ont. I.... which bo.... d.llnquon' ..for. J...." 1. I'.Z ...r Intornt .. thO ro'. of 01. (.X) porcont por ..... ..Icul..... .t . d.lI. r.to of ....1... .11 t.... which bo._ ..U......n. on end Ift.r J....r. 1, I'.Z .111 bo.r In..r..t .. . r." ohl.h .111 v.r. froo ..lond.r ...r '0 ..londor ...r .Ith tho' r.'o announc'" b. thO PA Qep.r''''' of ..vonuo. lho .ppll..bl. In..r..' r.'.' for l'.Z .hrough I'" .r.. y.er tntlr..t Rat. nelly tnt.r..t Fector "..r Inter..t Rat. nallY Inter.st Factor 191% lOX .00054& 19lUlp1991 UX .000301 1'" 'AX .0004~ I"Z .X .000247 I'" I1X . nasal 1991-1,.,. n .000l9Z 1985 15% .00nS6 1995"199& 'X .000247 .... 10. .aao274 I'" n .GOO19Z 1987 'X .GOaZ,.? --tnter..t I. calculated a. follOW" IHTEJlEST ~ BALANCE OF TAX UNPAID X NUKBEA DF DAYS DELINQUENT X DAILY IHTEJlEST FACTDR ..An. Motl.. 1.._ .ft.r ,ho tl' ..._. ..1I.....n. .111 r.fl..' on In..rnt ..lcu..tlon to flft_ (/51 .... bo.ond .hO dot. of .ho ........... 11 p._' .. ..... .ft.r tho In..rn' c.......tlon do'. - on .hO Hotlc., ~ltlonel Inter.st .u.t be calculated. JRD/Junc 30, 1992117851\ \~ ,.-' In Re: Estate of RUTH MAR I NO Late of NEW CUMBERLANO BOROUGH Estate No.: 21 - 96 - 955 ORI'\IANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA No. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUFSf TO CONDUCT A HEARING pURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: JOHN STEWART MARINO Counsel for Personal Representative: DAVID HALLER Date of Grant of Original Letters: NOVEMBER 25, 1996 Date of Delinquency Notice: MARCH 7, 1997 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(d), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on MARCH 7 , 19.2:. and that the ten (\0) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: APRIL 2, 1997 /J11' Distribution: Personal Representative Counsel for Personal Representative Estate File A HEARING IS SET FOR /nit Y 119. . l'if 7. AT 3: ()O ~ /n. IN COURTROOM NO.1. / / IF THE CERTIFICATION OF NOTICE IS FILED PRIOR TO THE HEARING DATE, THE HEARING WILL AUTOMATICALLY BE CANCELLED. \.\ \ I~~'( ~ -,,-_CL \ \-- .(_ / (.~ ,~L . 't~._( ,("\,;. ~~ L.' II HAROLD E SHEELY p'