HomeMy WebLinkAbout96-00969
PETITION HlH PHonATE and (mANT OF LETrEnS
, " Q G
Estal~ of jA,k,J.J,;,jJ I/A'/;~ ,ll___ No, .__;.v_\-:gJ~-=-_-=L(P I
als" IWOII'II "" __ _. ,_._ ,_u ... . To:
. _.____..._u__.. Ilr~bler 01 Wiy, lor 11,1; /)
.. '77.-.n.---' Ikl'III1.'tI, COllnlY 01 "t..tll///I'(f)"'" in Ihe
Sodlll S~L'u,ily No, ]:!IL:j(.cI5..2.!... ..m COl\ll\lonweahh 01 Penn'y1vania
The pelilion of Ihe under,igned re,pe((IlIlIy repre,en" Ihal:
Your pelilioner(s). who is/arc IS year, of age or (~~Iy! anlhe execnMO
inlhe 1asl will of Ihe above PCC~CllI. dalcd _.fIll!- ---
and codicil(s) daled ~12&= . -
. 191~25d
(\13Ic T(I(\'3nl cifl:llm\larlC~!l, r,p. renuncialion. dealh of c'ri:Ulur. CIC.)
Decendenl was domiciled al dealh in ~ct{ll!ld-;.t..1..4";'0 COlIllIY, Pc nsylv~pia,wil~;1.
h r.A' _ lasl famil)' or principal residence al ~J/!2-.L?.1fP-V!:-Ay) ('Acld, . /''/:, G';..-
((!fA .. !: ,,,,p,,,jit
(h\1 meel, number <1nd IIlUndp.llil))
Deeend.~~I. Ihe~ J'o vears 01 age, dicd IL!-/-:'-- .19 9?- ,
al '2!!/I1/IJl. 1ff~1.'f1f l'('it'l7'/1.---
Exeepl as follows, decedent did not marry, was nol divorced and did nul have a child born or adopted
~fter execulion of Ihe will ofrmid for probale: was nollhe victim of a killing and was never adjudicated
lIleompelenl: ~
Decendent al death owned properlv wilh eslimaled valnes as folluws:
, ,~;'-, /l-''' ,:g..
(If domiciled in Pa.) All personal properlY S L'<:,. ~fL<L,
(If nOI domiciled in Pa.) Personal property in Pennsylvania S
(If not domiciled in Pa.) Personal properlY in County -$
Value of real estale in l'ennkJ,7~~ S g-~ (}(J{J <,(.1
situaled as follows: " .' :>lEP/H' ,<'/) fi';1l:'lblE /JI. I. 7'~.3
WHEREFORE, pelitioner(s) respectfully reque'l(s) the robate of Ihe lasl will and codicil(s)
pr.-ented herewilh and Ihe gram of lellers....::zl:::.
(tl!stamcnlary adminimallon \:.1..1.; ildminimalion d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 "
COUNTY 01' CUMBERLAND J ::;::;
The pelilioner(s) abuve.named ,wcar(,) or allirmt') thallhe slalemenlS in Ihe foregoing pelition arc
Irue and correcl 10 Ihe hesl of the knowledge and belief of pelilioner(s) and Ihal as personal represen.
talivc(,) of Ihe above decedenl pelilioner(s) will well and Irulv administer Ihe eSlale ace rding 10 law.
Sworn 10 or affirmed and subscribed ,~~~9.-a.'" -: v.;' '"
before me Ihi, ??ND dav Ol~ == 2- ~'
7/ik. .('~~~~,~~~. / ,_YJr}}I~ ; -1 ''''VJ "1 77L~~ ~
/ W{'{; C LEWIS R"~/Jr~'" (f-- -:r 2
No. ?1 - <J(, - %ll
Eslule of
ItELEU (i HINlllClt
-
, Deceused
l>l~CltEE 01,' I)HOnATE AND (iHANT (W LETTEHS
AND NOW NOVEM~ER?n _ IL_.?~-. in con,idernlion of Ihe petilion on
the reverse side hereof. Slui,fnclOry p",of hllving been 11Iescnled hefOle me,
IT IS DECREED that Ihe instrumenl(s) daled NOVEMBER? 19BO
described therein be admined 10 probale and filed of recOId a' Ihe la" will of
HELEN G MINNICH
TESTAf4ENTARY
ROBERT M MINNICH and TERRY L MINNICH
and Leners
arc hereby grained to
.)~ '( rl1. ~
/)Jv ,l' ~(.U1 u P_"-<f:.}J 11( 7!f) . iJ
~ .' Rcgi!ltct of WiII!l (J
MARY CLEWIS
FEES
2~5.00
1? .00
,\ TfORNEY (Sup. Ct. 1.1). 1'10.)
Probate, Leners. Etc. ......... S
Short Certlficales(4 ) . . . . . . . . ,. S
Renunciallon ..............., S
X-Page $ 3.00
JCP 5.00
TOTAL _ S '15~.OO
Filed ...... .~9Y.E.r'!~~~. .~f?,. .l.~~!i.,......
AIJDRESS
1'1I0NE
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Mailed letters and order to Robert on 11-?6-96
Thi.. I' ttllllll!\' 111.11 dll' IlIhlllll.lllllll lilli' ~~I\("III" ,.'lflllh "'1'11111'1111 ,llIllllI'lI1.11 H'llith,llt, Id .It-.ll'.' duly flInt \\1111 IIll' ,t\
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WARNING: Ills II10gnllo dupllcnle Ihis copy by pholostnl or photograph.
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3958893
NO'; H 19'1ti
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COMMONWEALTH OF PENNSYLVANIA I DEPARTMENT OF HEALTH' VITAL AECORDS
CERTIFICATE OF DEATH
M'OSlq~l'"
on
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t. Hclen G. Minnich
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Swaim Health Center
210 Big Spring Rd.
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l.A:..iT i~ ILL M:IJ Tl';:)TAI'li':;~T
I, m:LgN G. MUlNIC:I, of Clll'llsll' , Cuml",,"ln,.,<I CiJ'ml'y,
Pl',msylvnnln, ',,,lng of !lUlmd mlnll, ml'l11orv Hnd unr!t'n;t:ondlng,
do mnkc, p\Jhl1~h ano uC'c1art' t'ds Il~; nnd [,,1' my lor.t will ano
testam('nt, ltrehy revokIng ono tnnlling void llll former wills hy
me nt nny time IH'retofore WHit!.
}OIRST. I direct all tn~r jll!lt debts nnd fun'~l'l1l C'xpl'nf>Cfl he
flllly pald lInd Mtisfled Dill' of my l'state hy my pl'l'!':onl1l r('pre-
sentative ',erelmlftel' nllmcd or. soon liS eonvenlently rnllY he ofter
my decellse.
SECOND. 1 give, devise and hequeath all of my estate to my
husband, Rohert J. Hlnnich.
THIRD. In the O1!nt my rin id Im51,.1nd prcdeceaser. me then /15 follows:
A. I gl.ve and hequCllt" t',e sum of three t!-,our,nnd ($3,000.00)
dollars to cae'! of my grandc',i1dren t"ot are livl.ng nt the time of
my dellth, namely, Randy }I. Minnie'., Rick L. Minnie'" Rory K. Minnich,
Annettll R. Minnich, Kimoerley I~nn Minnich and Terry S. Minnich.
B. All t'n! rest, re9idue and remainder of my estate, relllllnd
personnl, I give, devise nnd hequeat" to my two children, Rohert M.
Minnich and Terry L. Minnich, in equnl shores or their issue.
LASTLY, I nomi:H1te, con!ltitllt!! nod appoint my said husband, Rohert
J. Hinoie!', Execlltor, if living, otherwise my two children, Rohert M.
Minnich and Terr~' L. Minnich, or the 911rvivor, Executors or Executor,
of t',is SlY Innt ,~ill and testament, and I direct tltt: Henry L. Stuart,
E!lquire, he employed as ilttorney in the settlement of my estnte due to
his familiarity with rny affairs nnd lousiness.
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IN WITNESS WHEREOF, I
day of''r] ~....L..-.-Q,,-l.'" J
have hereunto set my hand and seal this
, 1980.
'J1 t (~I ~, j !>of})' , 77] '-~'0"'\:"" ~ 0. >
(SEAL)
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CERTIFICA1'ION OF NOTICE UNDER Rlll,E,5.6(a)
Name of Decedent:
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Date of Death:
.' I V,.. I.(:~ l' t!; l'
Will No.
.;l. / 'It ~ (1cJ/.t f
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Cou~t Rules was served on or mailed to
the Colloliinl beneficiaries of the above-captioned estate on
~//~1 :
Name
Address
:Inri" _.. '"ir:rir.:] _ 1'7'11:, ':lrii:':~l: ."Vc:. qCH.:iltor'.. ~h:).. 220,;0,
:-"ick TJe ~'iLnjC!1 - 2(;2;; ;'. :'c;!'jdi.:H: -'d. "~11i~:;~:;cll, ;'ontann :)S1S~Ol
:-) 'r" :,' ".j l1 i r-. _ h'~ ',n ll".rV '!1cr' 'nee ,r' ':: 1,C'r:Gburi~ ''.'::1 2?n S
i\nnctta ". (: innich) '::i.lliccdori'fol' - 11112 r,.L:lc)n "Ir. '::oodbrjd/;e, 'fa. 22191
J":i:nher]nv f'.. ("'ir:r:-jr.h) "cd.ln - .':-'~lC i:l.,Tine. ri~rt~:1tor:. ::ir.lliFnn h):,1:'~3
~I'crr:; ~~.. :'i::niG~: - ;~7?C :,'!'edcric~'.sl)u!':': ':~olort:tdo .~'prin,":s, (:01. 30922
Notice has now been given to all persons entitled thereto under
Rule 5,6(a) except
Date:
01;~1
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Signature
. (',bert .. :1nr:icl:
Name -::crry j,. ;"lnnicl:./
:;?2 ::. -;'lnrj da St.
Address, ,. '.'., ;',,,,. I:'~!, ':t
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Telephone ( 'I 1 'r
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Capacity:
Personal Representative,s
counsel for personal
representative
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NO. AA 2114 71 REV,"6' EK ,",'6)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128.0601
RECEIVED FROM:
1-
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
lvl
3Ie!JJ .03
ROGER B IRWIN ESQ
60 W POMFRET STREET
CARLISLE, PA 17013
FOlD HERE .
rClDHERE
ESTATE INFORMATION:
FILE NUMBER
NAME:OhJ;1~fiT O(z.~~ 55N \~J;T) l-b-l-B21
DATE t1mm+-IICLCN C
tMI)
POSTM
COUNT~ loa laa
-GIJ/Il9liR\.AND
DATE OF DEATH
TOTAL AMOUNT PAID
S297.03
REMA
TERRY L MINNICH ETAL
C/O ROGER B IRWIN ESQ
SEAtCHECK# 49
MARY C. L
REGISTER
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IS Ii /;IPlti ;,9j1:j.
F WILLS tJ
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FltED IN DUPLICATE
WITH REGISTER OF WILLS
AEV.ISOOEX:('lJ41
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CO""ONWV' Ilia' .,\,,,,jnVANIA
QEPAR M~Nl or IlIV[NUf.
1[' '1101,
HARRIS U GP'" 1~1180('Ol
O[C[O(NI ~i NAME IlASI rm:il _ AfjQ MIDDlE INITIAll
Minnich !lelen
SOCIAL S(CURlIY NUMOER
177-16.1321
DATE or DEAW
11/15/1996
OA1EorUIR1ti
12/15/1915
fOil 0"" ';01 IlI.Altl '" IUlll! J11<'1 CHU;1l Iltllf.
IIA',I'OLJ',Al 0
l'O\l[RI' CII[nt' 1.;f;l....I"t[O
FILE NUMBER
2\ .<J6.lJlJ69
r.OUNTYC.OO[
,[An
'lUMI)r.n
G.
O[CEOEf.I''j CQMPl[ Ie AOOR[~;~
IlJ7 Media Road
Cllrll~le, PA 17lJI3
County Cumbor land
I1F APPLICABLE I SURVIVING SPOUSE'S tl,lME (lAST.F1RST AND MIDDLE IUlTIAl) SOCIAL SECURITY NUMBER
AMOUNT RECEIYE01SEE INSTRUCTIONS)
0.00
2. Supplemental Return
4a. Future Interest CompromIse
(lor date5 01 death aher 12-12-82)
[]] 6. Decedent Died Tostate 07. Decedent Maintalned a liVing Trust
IAttach cop 01 W,ll) (Attach a copy 01 T,ust)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
o ON NAME COMPLETE MAILING ADDRESS
R 0'-
R 0 Ro er B. Irwin, Es uire IR\lIN, McKNIGHTi&'HuG!lES
~ ~ IELEPHONENU"BER 60 \lest Pomfret Street
_ T 717.2/.9-2353 Carlisle PA 17013
1. Real E5tatelSchedule AJ 1) 103,500.00
2. Stock5 and Bond51Schedule BI (2) 9,115.53
3. Closely Held Slock/Partnersh,p Intere5t (Schedule CJ (3) None
4. Mortgages and Note5 ReceIvable (Schedule OJ (4) None
5. Cash, Bank DepoSlt5 & Mi5cellaneou5 Personal Properly ISch, E) (5) 57,116.22
6. Jointly Owned Properly (Schedule FI (6) None
7. Tran51ers (Schedule G)(Schedule L) (7) 11. ,500.00
8. Tolal Gross Assets hotal lines 1-7)
9. Funeral Expenses. Administrative Costs, Miscellaneous
E,pen5e5 (Schedule HI
10. Debts. Mortgage Liabilities. liens (Schedule 1)
11. Tolal Oeduction5l1olal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject to Tax tUne 12 minus line 13)
15. Spousal Transfers (for dates of death after 6-30-94)
See Instructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M.)
16. Amount olUne 14 taxable at 61,'. rate
(Include values from Schedule K or Schedule M.)
17. Amount of Line 14 taxable at 15./0 rate
(Include values from Schedule K or Schedule M.)
18. Pllncipal ra' due (Add ta' from Line 15, 16 and 17,)
19.Credits/Sp Poverty Prior Payments Discount Inlerest
0.00 + 9,000.00 + 1,73.68 0.00
20. If Line 19 is greater than Line 18. enter the difference on Line 20. This is the OVERPAYMENT.
~ 0 Check here If you are requestln a refund of your overpaymenl.
21. If Line 18 is greater than Line 19. enler the difference on Line 21. This is the TAX DUE.
A. Enter the interest on the balance due on Line 21A
B. Enter Ihe total 01 L,ne 21 and 21A on LIne 21B ThIS is the BALANCE DUE.
Make Check Pa able 10: Re Iste, 01 Will.. A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~
nder penillles 01 pequry,l d~clirettull I holve I!umlned IhlS relurn. lneluolng olccompolnylng scheOulesand slatemtnlS, arnJ 10 Ihe best of my kno....ledg" and bellel, II IS Irue.
corr.ct ",d com ,.,. I d.C'''.'hll.''...'...." h.. b..n ..por"d II "" m"'" ,"" Oec,...lIon 01 p..p"" olh..lh.n lhe p"'ona'..p....n..II"" bmd on"llnlorr",lIon of
which prep as i"f kno....1edge.
CAB
H P L
E P 0
C R C
K 0 K
P 5
X 1. OrigInal Return
4. Limited Estate
R
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05,
o 8,
Remainder Return
(tor dates 01 dealh pllor to 12- 13-82)
Federal Estale Tall Return Required
Total Number of Safe Deposit Boxes
r,'
(8)
184,231. 75
(9)
20,399.97
(10)
986.55
21,386,52
162,845.23
None
162,845.23
(11)
(12)
(13)
(14)
(15)
0.00 X
0.00
,
(16)
162,845.23 X ,06 '
9,770.71
(17)
0.00 X ,15'
0.00
(18)
9 , 770. 71
(19)
(20)
9,1.73.68
0.00
(21)
(21A)
(21B)
297.03
0.00
297.03
Robert M. Minnlch(Terry L. Minnich
~?-_~. ~:. n~.r~!!l. _~!':/~: P.'. - ?-'. .~~~. -~~~'- -'" - -....
Arlln tonfMt. Jo , VA PA 22203/17552
IR\lIN, McKNIGHT & HUGHES
60 \le~t Pom[ret Street
cari't"si~',' 'pi," .i'ii:ii:i...-.....w.. .............. --."
/1,1.."
Act N48 011994 provides tor the reducllon 01 the tax rates Imposed on the net value ottranslers to or lor
the use otthe spouse. The rates as prescribed by tho statute will be: .
03"10 (.03) will be applicable lor estates 01 decedents dying on or aller 7/1/94 and beloro 1/1/96
02"10 (.02) will be applicable lor estates ot decedents dying on or aller 1/1/96 and bolore 1/1/97
01"1. (.011 will be applicable lor estates 01 decedents dying on or aller 1/1/97 and belore 1/1/98
oSpousaltranslers occurring on or after 1/1/98 will be exemptlrom Inheritance tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property uansferred. .
b. retain the right to designate who shall use the property transferred or its income.
...... .
c. retain a reversionary interest: or . . . . . . . . . . .
d. receive the promise for life of either payments. benefits or care? . .
. . . . . . .
2. If dealh occurred on or before December 12, 1982, did decedenl wllhin lwo years preceding dealh
transfer property without receiving adequate consideration? II death occuned alter December 12.
1982. did decedent transfer property within one year of death without receiving adequate
consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
3. Did decedent own an 'in trust for' bank account at his or her death? . . . . . . , . . . . . . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
x
x
x
x
x
Farm 1500 tRev. 7.94)
REV. 1502 EX . (1l.85)
co"rN~g~~~~X'~{hY'NIA
ESTATE OF FILE NUMBER
Helon C. Minnich 55f/ 177.16.1321 11/15/1996 21.96-0969
(Proporty Jolntly.ownod with RighI 01 Survlvorlhlp mUll bo dllclo..d on Schodulo FI All /III 011110 Ihould bo roportod IIIo1r mlrkol vlluo
which II dollnod Illho prlco II which proporty would bo IIchlngod bolwoon I willing bUYlllnd I willing 101111. nolthll bolng compollod 10
bu or 1111. bolh hlvln /llIonlblo knowlod 0 ollho rolovlnlllcll.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
103,500.00
107 Modia Road, Carlisle
Borough, Cumbor1and County
(settlement sheet attachod)
TOTAL (Also enler on line 1. Recapitulation)
(If more space is needed. insert additional sheets of same size.)
Copyright (c) 1994lorm soflwlre ont)' CPSystem1.lnc.
S 103,500.00
Fcrm 1500 Schedule A {Rev. 12.851
REV. 1503 EX + t4.86)
cOMrN\l\lrt'E~4'b~~~/hY'NI'
ESTATE OF
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
21-96-0969
Helen G. Minnich
55!1 177-16-1321
11/15/1996
must be disclosed on Schedule F.)
VALUE AT DATE
OF DEATH
9,115,53
DESCRIPTION
375.898 shares, Pennsylvania
Power & Light Co., common
stock
2/1.25
TOTAL (Also enter on line 2, Rec.p~ul'lion)
Of more space is needed. insert additional sheets of same Sile.)
Copyright (el 1994 form sollwlr. only CPSystems.Inc:.
$ 9,115.53
Fotm 1500 Schedule B (R..... 4.86)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
REV. 1&08 EX. (2-871
ceM~N'm1ffi\~4\,~~ihYANIA
ESTATE OF
Ploase Pnnl or T .
FILE NUMBER
21-96-0969
Holen C. Minnich
SS(I 177-16-1321
11/15/1996
mUll b. dllclosed on Sch.dul. F)
DESCRIPTION
VALUE AT DATE
OF DEATH
20,717.66
Farmers Trust Company,
chocking account 0811343
(confirmation attached)
2
Farmors Trust Company,
certlflcste of deposit
073797 (confirmation
attached)
12,040,92
3
Harris Savings Bank,
certificate of doposlt
#17-13-00909 (confirmation
attached)
10,200.31
4
Harris Savings Bank,
certificate of deposit
#17-13-004185 (confirmation
attached)
10,190.83
5
Nationwide Insurance, policy
cancellation
66.50
6
Miscellaneous personal
property (appraisal
attached)
3,900.00
TOTAL (Also entor on line 5. Recapitulation)
(Attach addltiona18112- x 1,. sheets if more spaclt is needed.)
Copyright fe) 1994 farm saftwlle al\ly CPSystems.Inc:.
S 57,116.22
Form 1500 Sch~ut. E iRev.Z.!7)
REV. ISla EX. 12.117)
CO"::'I~~\~4\~~/hY'NIA
ESTATE OF
SCHEDULE G
TRANSFERS
rlo.no Punt or T .
FILE NUMBER
21.96.0969
Helen G. Minnich SSn 177.16-1321 11/15/1996
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE Z IS YES.
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER Include MrM 01 Ihe U'Mlefee, Ihelr OF ASSET .'.INT, DECEDENT INTEREST
,et.llomhi;todecedenl d.leollr.mfllr
1 Robert M. Minnich, son. cash 3,000,00 8,500.00 100,001- 5,500.00
and car, August 1995
2 Frances Minnich, 3,000.00 5,000.00 100.001- 2,000.00
daughter-In-law, cash,
August 1996
3 Terry L. Minnich, son, cash, 3,000.00 8,000.00 00.001- 5,000.00
August 1996
4 Kay Minnich, 3,000.00 5,000.00 00.001- 2,000.00
daughter-In-law, cash,
August 1996
TOTAL (Also enter on line 7, Recaprtulation) 14,500.00
(It more space is needed. insert additional sheets at same size.)
Copyright {el 1994 for," sotlwlle only CPSyslems.lnc.
Form 1500 Seh&dule G (Rev. 2.871
REV-aIIEX t (I-Ill
CO"'I1.'I.'1,'X~Wt1.,\F.e~'1,~~T.L~ANIA
AhloEN~'bEcE6'iiNr
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pi.... Print 01 T .
FILE NUMBER
21.96.0969
Holen C. Minnich SSO 177.16.1321
11/15/1996
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
203.38
Arnold Fuo1 Oil, invoico
1/5/,5938
2
Borough of Carlisle, acct,
1/00001056
161,15
3
PP&L, customor 0524 4545 200
372.96
4
RWC Emergency Physicians,
acct. 1/2131001
10,84
5
TV Cable of Carlisle,
customer #50-01-0054701.8
78.41
6
United Telephone,
#717.243-3841 (555)
159.81
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed. insert additional sheets of same size.)
Copyright (e) 1994 form sotlwlre only CPSyslems.lnc.
S 986.55
Form 1500 Schedule I (Rev. 1-931
REV. 1~13 EX. (Z.1I71
SCHEDULE J
BENEFICIARIES
co"'rN'1rt~~~\'V~\~~lhY'NI'
ESTATE OF
FILE NUMBER
21-96-0969
SSI/ 177-16-1321
11 15 1996
AMOUNT OR
SHARE OF ESTATE
Helen C. Minnich
ITEM
NUMBER
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
1
A. Taxable Bequests:
Robert M. Minnich
622 North Florida Stroot
Arlington, VA 22203
one-half
son
2
Terry L. Minnich
R.D. 2, Box 43/,
Mt. Joy, PA 17552
Kimberly A. (Minnich) Polin
3310 BIaino
Trenton, MI 48183
son
one-half
3
granddaught
$3000.00
4
Terry S. Minnich
2770 Fredericksburg
Colorado Springs, CO 80922
grandson
$3000.00
5
Randy M. Minnich
17715 Madison Avenue
Hamilton. VA 22068
grandson
$3000.00
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B, Charitable and Governmental Bequests:
s
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recap"ulatlon)
(If more space is needed. insert addItIonal sheets of same si2e,)
Copyrlghl Ic) 199. form softwJr. ant)' CPSystems,lnc.
Form 1500 Sch~ule J (R~, 2.871
0.00
SCHEDULE .J
BENEFICIARIES
Continuation . . .
ESllllC of
Filc Numbcr
Hclcn G. Minnich SS#I77-16-1321 11/15/1996
21-96-0969
hem # Name & Address or Jlenelieiary Rclalionship Share of Estale
6. Rick L. Minnich grandson $3000,00
P.O. Box 8881
Kalispell, MT 59904
7. Rory K. Minnich grandson $3000.00
174 Connery Terrace SW
Leesburg, VA 22075
8. Annella R. (Minnich) Winiesdorffor granddaughter $3000.00
1412 Aiden Drive
Woodbridge, VA 22191
., ., "..,'"'"
\'. ." arm tel', nt~ Cllfl1~ll'; C\imhf'riniui County,
p("lll\~yl'Jnnln, bf.!lng nf n,lInd mind, Incl11C'ry ntHl unlll'!t"RtnndlI1RI
do n..ke, publlnh And tI~dllte tl,ln no nntl (or my lnnt wlll AlltI
tr.~;t8w'nt, ltrf"~Y rc':uld.q. nml rnnklnp, '101J ul t Cut"mr.r will:; hy
me nt Any t ,...., ',ere I ','{Ol" rr.:lfle.
FlIWT. ! dire, L nll my just debts IIntl Cu,,,,rnl expell,.e. \",
full)' pill,! /llltl sntir.fled Ollt of Iff'J .,::tnLe hi' my I,.rnonnl r<'pr~.
sent/ltlve h"ll!inaftcr '\limed /19 soon /19 convcnielltly tnlIy he lifter
my dcce:osc.
SECOND, 1 givt, devloe IInd heque/lth /Ill of rrrj estnte to my
husb/llld, Rohert J. IIltmlch.
TH!RD, In the 1'I.nt my s/lid I,unbllnd predecellses me then liS fullows:
A. 1 ;:ive nnd :'~'1ue/lth the surn of thrce t',oun"nd ($3,000.00)
,!I,11nrs to ',110>' of "I &rnndchlldren thnt Are living At the time of
my dent", Mlncly, R,'lldy M. Minnich, Rick L, Minnich, Rory K. Minnich,
Ann~ttn R. }\lnnich, y.ilnherley Ann Minnich nntl Terry S. lIinnich.
r.. ^ 11 the rf:'~ t, reA t due Dl,d l'(~mR incl'.!t" of 1!1'J (!stn te I t.('~ t "--.oJ
personn1., t C1ve, G'_ ./!:;c null bequenl'l to fTI)" two chilt1rcn, Rohert H.
Minllich IIIld Terry L. NInnich, in e'11\nl shnres or theIr issue.
L\STJ.\', 1 nom"'/I t", constitute nnd IIppoint InY sAld hunh/lnd, !,obert
J. Minnich, Executo,, if Hving, otherwise rrrj two c:hlldren, Rol,orL M.
Hill111ch un.t T,!rry 1.. l!lnnich, or tl,," 9u~vlvort Executors ur l:Xl'Cu'..:Jr,
of thin n". lunt will n',,\ trstRmcnt, /lnd I tllrect t\1f; ""nr)' L. :;tunrt.
,
, .
r.'4uiro, he c,'plol"" nr. /ltlorM)' in the s"ulemet\t of rrrj c~t.t... ,'uc to
hln rnn,llt"r1ty w!tl. I'" nUairs IInd buninesA,
1~1 \Hl'NF::iS \.:':::l~!:or. I h:lve hp.'rt!unto net my ',nnu nnd Nf..nl t!11ti
.,'
.., 1
-"
"'1\-
,
cJr.', l'r!J ~~~':'_'~_
, l~aO.
',( n Q' \.. '
~~ .)), tll1~'-',
,'" (i
(S~;I.L)
-r~'!'l;U. i
. ~i".l'..
"
':. :;!
. I, t; I
"'I
,."lrh'r'I,7,j'-':;'''l-,JlTI
..."..' ..- ' -
.1 : ~ , . t I. :1 t .1. .... I ~ '. I
In tha I"l'! ,'nCt' .r "'-,
I,n llll~ P~"":""CI' , ".11
n. ,.,ltIH ',S"1 tl\" ~"'llt .
"". lit 'wr r"fl'lC'!:t lIn;! 111 lUll' I'J"!.!u.',,,,,' :"h:
'It.!"'r, h:IVf~ h,'r"u:ltl' r:I".:;I:,'U,\..,1 ~1'll' 11;1I.,",'l
I, 7
'''(:..hl
"
VCLl..,. ,.
I"
H.? I".
.:.
,
,
-j \.......,..~
,
.
A ll:, U(J'.dtlWUI ll. ';~(I AtlOUlHlAl, i,LVLLOPMUH D nl'[ or WAil
~(fILtMENr ~IArtMtNr
l. II rllA 1, o rMIIA :I n COIN. UfUUS
. n VA 0, n COlW. W5.
. rn L: fIlJMlJ[n: I r. LO"" UUMntn:
. MonT. UHI. CASE UO.:
C, ,ml[: tI,l, liII,"" 'Ulnl,lInd 10 Din ruu' Ittllvmrnl 01 "h..1 ."llh",,1!111 en,', Allumi'll, p.ltllo .nd II., Ih. ..lllllm.lIlt .glnl '" .hown.lI.m.
ml,...d "IP 0 C I" ""'0 p.'d oulluJIl Ih. [lo'lng. Ihlt., "n IhtlWII tUlIlI '0' InlOIlIlI111ol1l1l pUIIIO'''' end III not Included In 1111 101.1..
D. NAUE or DorUIOWtlll [. HAMe 0' Inun: r. NAU! 0' UHOUI
Thomll8 e. IllItll~nlOn RullL'rt H. tlinnich IWII The nank or 1.lInd i Ahurg
And fl'n l:. l'lItterson Terry I.. Minnich, ~:xeclllnrll
t:fltnle or lIeltm (;. Minnich
o. PROPlAn LOCATION: fl. SfnUMEN, AGENT: t. IITTUUIHT DAYll
10] Hcdin Road ... Elizllheth I'. Quigley
Carlisle, I'A 1701] June 16, 1997
PUCE OF SErrLEMENf:
CarlisIl!, I'A 170.13
J. SUMMARY OF BORROWER'S TIlANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100 GROSS AMOUNT QUE FROM nORROWER 400 OROSS AMOUNT DUE TO SELLER
101. Contraclure, puce 1lI],500.00 401. ConllilCllqlospr.co '~nn
101 Pell,onal propert., 407. Pelsonal propollt
103. Selllcmenl charoes 10 botlowor fhnD 1<1001 2,790,50 '0'
104. 404.
IDS. 405.
"'dIU'I!'1I!!!~' lilt llems !!.1ld b., loiter in advance AtJ!,!slmonll fOf IIl1ml paid by 10110' In .d...lnce
106. C,I,,/lown t,HU ,. 400. C".,/lown laaas I.
107. Counlyt,llI' '0 .c07. Counl., 1.:1101 10
'06, AnGssmenls I. 4OB. Assossmen!. 10
100, 1996/97 school taxes to 6/]0/97 43,40 409. 1996/97 school tll~e8 to 6/]0 97 4].40
110. 1997 local taxes to 12/]1/97 270,90 4tO. 1997 local taxes to 12/31/97 270.90
111. 411.
112. 412.
no. OROSS "UOUNT DUE FROM BORROWER 106,604.80 "'a. GROSS AMOUNT DUE TO SELLER 10],81/..30
100, AUOUNTS PAlO By OR IN BEHALF OF BORROWER ,.. REDUCTIONS IN AMOUNT DUE TO SEU.ER
201. OcpO"1 01 cuunc30t monoy _....!tEOO.OO 501. [Icen dcposit flce Insl'ucllon"
202. Princlpal.mounl of now loanls) 110,000.00 501. Sclllcmcnl chl'ooslo lollot IIlne 14001 6,273.64
203. Elisling lo.anlllltllon sublocllo 50J. E;ISIln~ loanlsll.kon lublccllo
20... 504. Payoll 0111111 mOrllJ~go 10lln
105. 50S. Payon of second mOllgago loan
106, 500.
:01. 0<1,.
1", 508.
109. 509.
AdlUslmonl. fa, iloms unpaid by scUo, AdJuslmonlslol IIams unOlld bY 181101
210. Cltyllown lalos 10 510. CII~!lown lalcs 10
m. Counly lalell 10 511. Counly talcs 10
-
212. ASsossmcnls r. 512. Assl!!StTlcnls 10
21J. 51J.
214. 514.
215. SlS,
216. 516.
217. 517.
216. 518.
219. S"
110. TOTAL PAID OY/FOA BORROWER 111,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 6,273.64
300, CASH AT SETTLEMENT FROM OR TO nORROwER 600 CASIt AT SETTLEMENT TO OR FROM SEWn
301. 01011 .mounl due I,om bOffO..' IlIno 1201 IUb,hlJt..tHl 801. 0'011 amounl du.lo allllt' IlIn. .e:O) I OJ. H It.. 30
301. Leu .mounls pllld b,lfof bO~fo""ef IlIne ~201 1I11,nnO.Om 601, Lflll leductlon .mounl due ull., IlIno 520) ( 6 273.c.t. I
303. CASII 10 fROMI II'Q Tal DORROWER t., 395.20 603. CASH c:<J TOJ ([1 FROM) SELLER 97,540.66
U', IJlI'''IlIp'u rl' 01 IlflU'jlll(j MIIIIJIIIIAU UlvHOI'M[UI
~it'll1.M[HT fJl^1EMlUT
flAW: ;'
L StTYLEME.Nf CIIAnon "AlO '"0M J"AiUFiiOM
700 TOl AL 8Alts/D_n~~~,!,!.C~M"~I~~10'4 1I~1..~ (In ~rl(.lf I ill1 :'imr~nlll'" ',.. UOnIlOW[n's !i[lltll'fj
_.~-----_.- . -- _._~- f lJ'WS Af rUNOS Ar
OI.iSI!)n lJl com 0111'''.1" IUn., 11')1)1 .... ,ulln..... ......-.- _ .-- ....---.---- ----. '-' _...5~~!!~~_~~~._. ~~!~!!!...
10i~2-;'.i(j':-'jO -~~-n; "-^.F.'lll~ -'j" d__ ,-
for-S i-;(jT275()-liJ~~-i:,~~~~~III(~~I_!i~f~ ---..---. --'---.
--------. -~=="."--F" ~71.,'j.:(jii~.
703. Commilllon p:lid .1 fiolUnml'nt
70.... -_.__.~ -._-- ----.. ---- -...-
800, ITEMS PAYADlE IN CONNECIION Wl1l1 LOA;4
1101. lo.n Orlo,".l.on ree .
.
801, --- --.-. _._---,-
Loan DIscount ~.
e03. ApPfll,.1 reo . ~ ---,...- -'
10
.oo Credillleport .--- -----
I.
e05. lender',ln,pectlon rro
.0., Mortg.ge Insut.nce Apphcal10n relt - - - -
I.
e07. Assumplion reD
1l08. Uttnk Fee to The !lank 01 l.anlliflbllr~ , 6UU.UU
e09.
8tO.
81L -
900. nEMS REOUIRED BY LENDER to DE PAID IN ADVANCE
90t, Inle,asl from I. @S Iday
90'. Mol1glg" In,ullnce Premium lor mo. to
903. Huard Insurance Premium lor ",",10
904. .,.,..10
905.
1000. RESERVES DEPOSItED WITH LENDER FOR
100t. Hllafd Insurance mo.@S Imo. . , ,;'';:.,
100'. Mo'tglg" Insu,.nce mo.@S Imo,
1003. Cllyprope,tyt..u mo.@S Imo. "
1004. Counl; p,ope'1; lues mo.@S Imo. ,,:'
1005. Annual.s,e..menls mo.@S Imo. '.
10011. mo.@S Imo.
I', ,
1007, mo.@S Imo. ..,'
1008. mo.~S Imo. :' . .-,.;
1100. tiTLE CHARGES
1101. SelUement or closing I." 10 F:l ir.nbcth 1'. Olliolcu. f:s"uirc 60U.UO
110'. Abstracl Of hUe surch I. ,-
1103. Till, eumln.lion -
I.
Tille In'Ullne" binder -
1104. I.
1105. Document pr~plr.llon I.
11015. Nolerylns I.
1107, Allame.,.', Ie.. ,. Gerald K. Harrison, Efllllirc IUU.UU
(Intlv"" .bon .tem. No.: ! .' "
110e. TUle insur.nee ,. I
.- -
(Inelv".. .borlllam. No.: ) .'.....1'
1109. lander',eo.er'lle S " "..:'
1110. O",nllr'lcov'H.ga S -- "
11 It. At torncy IS fees to Rage r II. Irwin, ESlluire ( IIOC)
-
ItU.
1113.
"00. GOVERNMENT RECOnDING AND TRANSFER CHAnGES Hortl'aD(!
"01. Recording lees' Deed S 23.5U : MOIl!Jage S 23.50 :XlWIll.tO 113,5U 6U.5U
.- -r;035,UU
1202. Clly/counly 1..lslamp,: Deed S : Morlgage S
- I,UJ5.lIU
1'03. Stale laJ/slamps~ Deed S : "'0,lga90 S
1204,
t205.
1300, ADDITIONAL SETTLEMENT CIIAROE9
1301. Su,?"y_ I. .-
- --- ,_. .
130'. Pell,"spettion I. Deitch Pest Control 395.UO 3U.1I11
lIome Sc'curi ty of America for home .
1303. warranty
Water & Carl i!lle -
1304. sewer to !lorotlgh JJ.6~
-
1305.
1400. TOTAL SETtlEMENf CIlAnGES (Piller on toiles 10J "nd !JUl. SocrlOns J ..nO' If' 2 79U.5U 6 27J.M
, .
...I''';ln lI..t.'1l1 or HIl' S.tlIfm.nl SlaltomfnlanoJ "'",',n 10 '''to C(I"rcrutn ''''tlf'ol
~~;?;~f~
10 HARRIS"
iii SAVINGS BANK
lIi1nis S,I\'ill~S ()pl'lilIIlIllS C"IIIt'!"
Ii:!:' :-;..nh 1~lh Sln','1
I.t~ml'}'IIl'. I't~lUlsyl\';lIIia 170.1:1
717/7:I1.HIII
71717:11.~:l!I~ Fax
January 17, 1997
,I, 11,~j\NI(?:rr' .~, k., .J
IIwin, M:l<night & IIughes
W3st Panfret Professimal 9.1i1di.n:l
60 west Panfret street
Carlisle, PII 17013-3222
The inforMation which ~ou
Minnich Estate (Codal
!"eq\le~terl on the l'.ccount(::) of
Helen G.
177-16-1321
) is D~ fo~lown.
5;.~urity Humbr:r
-
t.ccount Humber(~.)
17-13-000909
17-13-004185
-----
Clas:; of Acc"un~
6 Hths. ():!rt.
6 Mths, ():!rt.
Date Openec!
1-7-80
1-7-85
Principal Balance
$10,000.00
$10,000.00
.\ccrJcd !n'tc:'"c:;t
200.31
190.83
llalance nt
Date of Death
10,200.31
10,190.83
Account
C'wncr~hi p
Individual
Individual
Yell' to date interest:
$470,55
$461,07
lIame of Joint
Owner. if nny
DlIte Ownershin
W.'lS !stnblinh~d
1-7-85
1-7-80
Additional 1nfor-
nation RC'l"r=:~~c~
~~iro?relY, / .
~,;:::...;:::z~/ C.. ,<<---
\..... Gretchen L. O3le
sr. Retail Mninistratim services Rep.
~~a<4~<f ~M,~~~~~~~~5/~c-
f--k ~.<!2..-z- f ;j.,t: "/~: /J':!'"H-;. ,,:c-l
.d&".u~ /.pf'f"l /" 7 >>0/#,;./4 .
jI c'/cA.&6//?4, 1761...3
- '
c/:?Z."dAd~""/A~"",.ue'-K.z~
~<"""~''''~ U/4 ~ ~~ ~
&;, . .7;z',h-u /i'P. ~u~, $..?f1~"''';W
~ //
t(cv-v,' A ,- .
.~ /'~>,~/6~
-----z ~~c~ ~e
J/~~ ~0A<-#/a.cd,;:?;~I!.~~~
-tk ~~f'j~"'" ~ 3~~ a.-/
rfli!//~A.t "'-~ ~/.
ROV 0 GO-"""11
, I . - \ '~:'I;-\--
i'.~C~\.~ ~l.-:::.J
\i:) r ,~,Tj~ nD.
(,Oi'~mG SPi\iNGS. FA 17007
(
Inventory 01 the real and personal oslale ot
Belen G. Minnich
deceased
--------~._--_.- -,..--- .~..... _.--
---------.-.---..----..-...--------- '- .-. <
-..---... .----_..' ... ..-.-------.----
1. 107 Media Road. Carlisle Borough. Cumberland County, PA. , . .
2, 375.B9B shares, Pennsylvnnia Power (, I.ight Co. - Common Stock.
3.
Farmers Trust Company - Checking Account OB11343
, , ,
4. Farmers Trust Company - Certificate of Deposit 073797.
5, Harris Savings Bank - Certificate of Deposit 017-13-00909,
6. Harris Savings Bnnk - Certificate of Deposit 017-13-0041B5
7, Nationwide Insurance - Policy Cancellation
B, Miscellaneous Personal Property. , , , . .
TOTAL. . . . . . . . .
(l,
"
ro,J
,
")
:1/
CO:: .
'.-
.! :1
au
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II:
'H_"__" . Rlll!.!'~t_M, Minnich nnd T,,-r~Y.J.~ ~_in.!l!..c!!..____ __.___
b.ing duly __.~Jo'QJ'n_,_ _ .ccording 10 I.w, d.pol.1 and lay' Ihal th.y ...!Irc..tJw __ ,_,_ __.u
__ ____,_.J':x.l!c.lIt_o~.. __..__ of Iho EII.I. of ... Uden G, Minnich ___...,____..
1.1. of _.. till!. lIorough .of CnrliHlc ,..._____, Cumb.rl.nd Counly, P." d.c....d and thot tho
within lI.n inv.nlory modo by. !l.o~ex.t.M,_ M!n~licIU:'...Tcrry._~ lIi.!!l1f.C!l_, Ih. soid Ex_eSlI.tors_,_
of Ih. .nlir. ell.l. of soid d.c.denl, conli.ling of .11 Ihe perlon.' prop.rfy .nd real .110", excepl r..1 e.I.le ouhide
Ihe Commonw..llh of P.nn.ylv.ni., .nd Ih.1 Ihe figur.. oppolile e.ch item of Ihe Inv.nlory repre.enl . '. f.ir y.lue
.. of Ihe d.I. of dec.d.nl'l d..lh.
.nd .ub.cribed b.fore m., <(~.. ~;/
Robert M. ~ ene.lo, .
Sworn
Dale
NotnriaISl':l1
J~IUnol BoDruwUaugh, NJf.uy PlJtJllC
a so ro, CumbOrland County
My Commission FJ<p1roSAug, 14, 1999
I.1.nm, f'ur1r1syMRi AsooaatJon 0/ Notr1os
15
of Death
Day
I
~2~_~_Floridn Street
R.D. 2, Box 434
Arlil}gLOI!L~ 22203
Addr...
Mt. Joy, PA 1755.L_
11
1996
Month
v..,
INSTRUCTIONS
I. An inyentory mUlt be filed within three monlh. .fter appointm.nl of perlonal repre..nlative.
2. A .upplem.nt inventory mull be filod within thirly d.YI of dilcovery of .dditional ."oh.
3. Additional .hoeh m.y bo .".chod a. to parlon.lly 0' ro.lty
4. See Article IV, Fiduci.rie. Act of 1949.
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BUREAU OF INDIVIDUAL TAMES
IHUlRIUNC[ lU DIVISION
DtPI. za0601
ItARAn_URO, pa 17UI-0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
.
'*
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
u,.n.,u'''1I1.tll
10-13-97
MINNICH
11-15-96
21 96-0969
CUMBERLAND
101
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
IlELEN
G
A,ltount Ra"ithd
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:i54j-EX-AFP-t03:97TiiOTiCE--OF-YHHERiTANCE-TAiniPPitiiisE'Hiiir;-ALLoWANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MINNICH HELEN G FILE NO. 21 96-0969 ACN 101 DATE 10-13-97
TAM ,RETURN WAS: C X I ACCEPTED AS FILED
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool E.toto CSchodulo AI Cl1
2. stock. and Bonds (Schedule 8) (2)
3. CloselY Held stock/Partnership Interelt (Schedule C) (3)
4. Hortgage./Hot.. Receiyable (Schedule OJ (4)
S. C..h/Sank Deposits/Hlsc. Perlonal Property (Schedule El (5)
6. JoIntly O.nod Proporty ISchodulo FI C61
7. Transfars (Schedule G) (7)
8. Total As.at.
NOTE: To insure proper
credit to your account,
lubnlt the upper portion
of this forn with your
tax paYllent.
103.500.00
9,115.53
.00
.00
57 ,116.22
,00
14,500.00
CBI
IB4 .231. 75
20,399,97
986.55
Clll
1121
C131
1141
?1 .~AIi Ii'
162.845.23
.00
162,845.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense./Adn. Costs/Hlsc. Exp.ns.. (Sch.dul. H) (9)
10. Oobt./Hortgogo LIobIlltIo./LIon. ISchodulo II CI01
11. Total D.ductlons
12. H.t Valu. of Tax R.turn
13. Charltabl./Gov.rn..ntal Baqua.ts (Sch.dul. J)
14, Not V.luo of E.toto Subjoct to To.
If an assessment was issued previOUsly, lines 14, 15 and/or 1&, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Lln. 14 at Spousal rat. (15)
16. AMount of Lln. 14 taxabl. .t Lln..I/Class A rata (16)
17. Anount of Llna 14 tax.bl. at collataral/Cla.s Brat. (17)
18. Principal Ta~ Du.
TAX CREDITS:
PAYHENT
DATE
02-15-97
06-26-97
NOTE:
.00
9.770,71
.00
9,770.71
.00 M .00.
162,845.23 M .06.
.00 M .15.
I1BI
RECEIPT
HUHBER
AA1851Bl
AA211471
DISCOUNT C +1
IHTEREST/PEN PAID \-1
473.6B
.00
AHOUNT PAID
9,000.00
297,03
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,770,71
.00
.00
.00
. IF PAID AFTER DATE IHOICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" CCRI, YOU HAY BE DUE
A REfUHD. SEE REVERSE SIDE Of THIS FORH FOR INSTRUCTIONS. I
RESERVAtIONs E.tat.. of dlc.d.nt. dying on or blforl O.c.~.r Il, 1'8Z -- If .ny future Int.rl.t In thl ..t.t. I. tran.f.rr.d
In po.....lon or .njoy..nt to CI... I (collat.ral) b.neflclarll' of the dlcldlnt .ftlr the Ixplratlon of any ..tat. for
II'. or for year., the co..onwe.lth herlby expr...IY re.erve. the right to appral.. and ...... tran.f.r Inherltanc. taxe.
at the lawful CI... I (collater.l) rat. on any .uch future Int.r.st.
PURPOSE Of
HOTICEs
to fulfill the r.qulr...nt., of S.ctlon ll40 of th. Inh.rltance and E.t.t. Tax Act, Act 21 of 1995. (72 P.S.
S.ctlon 9140).
D.t.ch the top portion of this Notlc. and sub.lt with your pay..nt to the Regl.t.r of Will. prlnt.d on the r.Vlr.. .Id..
"-Haka check or .oney order payabl. tos REGISTER OF HILLS, AGENT
PAYKENT1
REFUND (CR) 1
A r.fund of . t.x cr.dlt, which wa. not r.que.tad on the Tax Raturn, .ay ba raqua.t.d by co.pl.tlng an .Appllcatlon
for Rafund of P.nn.ylvanla Inhlrltanc. and E.tat. Tax. (REY-ISIS). Application. ara avallabla at the Offlc.
of the R.gl.tar of Will., .ny of the ZS R.v.nua DI.trlct Offlc.., or by calling tha sp.clal Z4-hour
an.warlng ..rvlc. nuablr. for for.' ord.rlngl In P.nnlylvanl. 1-800-36Z-Z050, out. Ida Pennlylvanla and
within local Harrl.bUrg ar.a (717) 787-8094, 1001 (717) 11Z-ZZ52 (Hearing I~.lr.d Only).
Any party In Int.r..t not .atl.,lad with the .ppr.I....nt, allowanc. or dlsallowanc. of dlductlons, or al.a....nt
of t.x (Including dl.count or Int.re.t) .. .hown on thl. Hotlc. au.t object within .Ixty (60) day' of r.celpt of
this Notice by;
--~rltten prot..t to the PA c.part..nt of R.venu" loard of App.al., a.pt. lllOll, Harrl.burg, PA
--el.ctlon to have the .att.r det.ralnld at audit of the account of the p.r.on.l r.pre.antatlve,
--app.al to the Orphan.' Court.
l7lle-lOU,
DR
DR
OBJECTIONS;
AMIN
ISTRATIVE
CORRECTIONS:
Factual .rror. dl.coverad on thl. ........nt .hoUld be addr.s..d In writing to: PA Depart.ent of Revenue,
lur.au of Individual Tax.., ATTH: Post A.......nt R.vl.w unit, C.pt. 280601, Harrl.bUrg, PA l11Z8-0601
Phone (111) 187-6505. S.. p~. 5 of the booklat -In.tructlon. for Inherltanc. Tax R.turn for a R..ld.nt
D.cad.nt- (REY-IS01) 'or an axplanatlon of ad.lnl.tratlvaIY correctable .rror..
l' any tax due I. paid within thr.e (]) calandar .onth. aft.r the dec.dant'. d.ath, . five perc.nt (5%) dl.count of
the t.x paid 1. allow.d.
The lS% t.x aana.ty non-part1clpatlon penalty 1. coaput.d on tha total of the t.x and Inter..t .......d, and not
paid b.for' Janu.ry 11, 1996, the flr.t day aft.r the .nd of the tax a~..ty p.rlod. Thl. non-participation
p.nalty I. app..labl. In the .a.. .annar and In the the .a.. tl.. p.rlod a. yOU would appeal the tax and Inter..t
that hat b.en .......d a. Indlc.t.d on thl. notlc..
lnter..t I. charged beginning with flr.t day of delinquency, or nine (9) aonth. and on. (11 day fr~ the data of
d.ath, to the data of payaant. Tax" which blc..' delinquent bafor. January 1, 198Z b.ar Intare.t at the rat. 0'
.Ix (6X1 percent p.r annul calculatad at a dally rat. of .000164. All tax.. which bee... dallnquent on and aftar
January 1, 1981 will baar Int.r..t at a rate which will vary froa calendar yaar to callndar yaar with that rat.
announc.d by the PA DepartalMt of Revenu.. Tha appllcabl. Int.r..t rate. for 1981 through 1991 .r'1
OlSCOUHT1
PENALTY:
l"TERESll
'!!!! Inter..t Rata DallY Int.r..t ractor ~ Int.re.t Rate Dally Interest ractor
198Z t.X .00054-e 1987 9X .00OZlt1
1913 I'X .000"38 1988-1991 \IX .00UOl
1984- \IX .00UOl 199Z 9X .0002lt1
1985 U% .00U56 1991-1994 7X .000192
1986' lOX .000214 1995-1991 9X .000Z4-1
.-lnt"..t 11 calcul.ted .. follows:
IKTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. I..ued .fter the t.x becoa.. delinquent will ra,lect an Int.ra.t c.lculatlon to flft.an (15) day.
beyond the data of the .......ant. 11 pay.ant 11 .ade aftar tha Inter..t co.-utatlon data shown on the
Hotlc.,'addltlon.l Int.r..t .u.t b. calculat.d.