HomeMy WebLinkAbout96-00992
PETITION FOR PRonATE and GRANT OF LEITEUS
Estate of At;/"7I./ # C::;,/f!~4--/ No. fJJ.::.-t_t - 9 f J
also known as To:
Regisler of W~s for Jbe '
" lJeCl'a~- Coumy o~. ~~~A0wl'lin the
Social Security No. -;2-f:'p~,-t:' j -//:;,-Z. Commonweahh of Pennsylvania
The pelition of the undersigned respectfully represents that:
Your petitioner(s). who is/arc t8 years of age ~r ler jlll the exeeuv<< >(
in the last will of the above decedent, dated //; '0/'7'7
and codieil(s) dated ,
A "(7,.c..~"-
.
named
, 19_
(S131e reIC""anl circumstances. e.g. renunciation, death or c,eCUlor, etc.)
'7 .
Decendel1l was domiciled at death in _...t: ytva~a. with
st famJ.!>.' or rincipal..rcsid ce t .~ _
..... ~.r .' -- ~ L"'"', /7/.~:-"
I' ( b d . I' / / "
(1\ slrecl, num cr an munClp3 ny)
t, en ~~ea!s9fage,Aie9--" h'/7--:.rJ' ,19F (, ,
.. /.=/..'tiL~.s&,t;d/ 4~*,,'-1Y<~~4JI5' .
Excepl as 011 Oil's: dececlem did nOl marry. was nol divorced and il nOI have a c1uld Dorn or adopted
afler exccution of lhe Y;ill orr~re~ for pro bale; was nOlthe victim of a killing and was never adjudicated
incompetel1l: ,.A. /,.,. ^r~-
Decendel1l al dealh owned properlY with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa,) Personal property in Pennsylyania
(If nOI domicilcd in Pa.) Personal property in Coul1lY
Value of real eslate in Pennsylva ia
situated as follows:
/~ 676
$
$
$
$
WHEREFORE, petilioner(s) respectfully reall~.st
pr..el1lcd herewith and lhe granl of lelters -/
theron.
of the last will and codicil(s)
i
u
=
"
"'-
'cf
0:"
=
",0
c':
l'I":
-"
_c..
'U'_
;; 0
;;
=
~
Vi
~~~-
/,?,?."s...s
"j
IJ/ C'-'-LLo
()
/1 "
.z ~'-'
OATH OF PEUSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLViNIA 1 "
COUNTY OF L::/1/,-/jr.-x:./'..,drI. J :;:;
The petitioner(sl above,named sw,'ar(~) or affirm(s) thallhe statemel1lS in the foregoing petilion arc
true and correct to the besl of lh. knowledge and belief of petilioner(s) and lhat as personal represen-
tative(s) of lhe above decedenl pctilioner(s) will well andpulY admini.ster the e,state a~carding to law.
1/ y' <'/./ '
Sworn to or affirmed ~ su!>sclibed ~ .J" /"u:" .' ~".. -J '"
be re me this .'?P d~y t i/ ~.
,-~-"~,, 19'- ..
/-./ ,l -
l..-( cL.,a.~j'(.(; ~
.. RrKiS/l'r ~~ ~
J ~
1I10\'Xl\ RI\' 1111,
This is to ccrcir)' thole this is .. Irue: fOP)' III di~-icwi~rWTil(lti\i.)ilml.-lil.rlii. Pt.'llli\');t"j'I1I,l IJIVISIlIl1 01 V'ffii1 Rcl:iifllsiil a(COrd:'J1Cc.'
with ^ct ('(i. P,L. ,\(}l. Jpp""'''' h)' thr' (;elle,.,1 ^"cmhl)',,1I111e 2'1. I'I~\.
WARNING: Ills Illegal to duplicate this copy by photostat or photograph.
Fcc fo, this IcnifkJIC, $~
ct.-LIIJ,A
C1wb H,,"lc,"',
S',IIC ItC!;;,t""
') ~) " I! Ii r"
o,J '.J ,I (-;
No,
JUL J 1 1996
I>.lle
.
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
HICI\I&J,," 'i"
nl'llf.r
.
'IMUJIlNr
.......
..
.ul1\.............
."
. Male
'''''.'U.......''
WCUl.IU;LQtJ NUVIl"
,. 204 - 03 6286
_I.-uctll.._
....tJlf....C.,....
~06Of"'..'O"U.....,.....~-_...._-
-'"
_Ill
:="0
75
""'"
..
.
.;.,1
CUmber I <1nd
1 N I/IUA&. ICH
.,.:::::~"::.::2'::r
East l'ennsboro
..
'.1.".,.".....,..-......
I Anthon OJarini
HlClAMANf'''''''t''-'-
576 Drighton Place
Mcchanicsburg, PA
17055
OIC1OlN'1
~,-
.....ocr
-
~--
,...-
,
I'~nn~'lvnn;n
PI" 12
_""'...vs._
---
--
. Married
'Wr Allen
...
''''
'"
State
. , .
OIUll"''' ......IPtCl<lDOfllU$...Uo'_...,..~
,~
..
--
-..
("IITTl......rlnnd.- --..' ,,,0:'::::':::.
wo'..".........I.._..-~
'"
, r I
..,lJflf,U,Nr.~IPtClADOlll..~.~.......~
576 Dri hton Place MccIUlnicsbur . PA 17055
.<-.-
.]~l1ntOt1t'l Ga
.
Inc.
i
~
_0
,
......
...KJ ~O
DNo"""""
.. ".
MS M ''''''Ill
..
_0
.-
"
_0
'>
~ .. ~
If. """f I. ._....__........_.__.__..... 00_......__......._"._ -..,.... --..--.
~....-_.._-
~
/'n"f
'~~el'oA'l;' ,I~ r,. Glrdl.
,
~
"
~
. 4JIo"D ,~ f~/,;J j.,b..."o"r'-" p
~llUflO.q'AI.w.N\JUlN((Oll ' .
II 7).--~ ~,.j:,ti' 'II- Jd...!!r' 10 1... ~~v...t.,tIC.W I~J/;
Ic~IOICII.u.cOliSlOllfllClOll ~.
llUfJlJIlJlll,u'W6OlAOlC(111
.
WlII("UlOPl"...-JS _"0101.101"
-....eul'fllOflllO
~1'OolC#C"uU
OIOUI'II'
I:::=-
1---
i
...,.
er....~_--.._...
..--......-.....-~..""'"I
o.o.llOfolrtJlJoA'
_0.._1
'oUlOIIOlNRl'
,"^"".M)fIOI'
OlIC_I<MIf&JUA'lOCCUftlll(O
-
~
[)
o
-
o
o
-0 }iJlC((Jf'I04,IUfI,..._-._......._. '"
-...,~""
-
.... 0 NolO
-.
...IJ
_1'4
...
.-.--.....
c..w........._
...- ,..
CIIIf."".u-.__
.""''"IMlI'"'.I(lAtI.,......_.-.-,,_tl_...__.......'".........<<T'''"..._.~....'11
,.............,..--.,......___.......I_II__HttetM .....,. ..........-..........-...
"
=LZ!) ~
1:Y.~LL1
(M" tull'lllQHlll,
o 111 "'b. ,,1.rrfL.~ II
_OUOOI.(l()fIIIUCl"lIto1't""'OtoW\l'.OCAU..
;......'l'lf,........""
I"" j .r-Ibl,,!,,""
o 11_ .r" '. r-,.,..r- .rr. 1'01. ~.I 7/f1 t-
Clo"I('..IO......~U.._,
I
~
1
.'JiIONOUIIC"OAoNOn"''''Mf't4TI.lCl...'".......... ...y...~,,~..."" .."'......,..........."..llH
,..............,-......-..--.....-..... -......--......-,......-....-
....DlCoIlIU""'IAICCl'lONIIII
Ool..........,.._........'.,"",..'t.._.III...'''''''_.III...IIecc''''HI''...........III..'......''H...........'t.UI....."111'~
u...-..""...--.......... ......... .. ........-..............-...................................
..
~$' l'l"i("
0 .1:~.i..f
- ~..
lJ !"'oj
...., D~
'I'
r..J
0
., <~I
:;., it) '..
lUO:; p, JE=,
a: U<.:l
~
-
. -
l::
I.+-t
t:l
.,;,
.
~
~
~
H
Z
H
~
Cl
~
III ~
~ ~
~ ~ ~ ~
0.... Io'l ~ '
- Q
~ ~ ~ ~
~ I') OJ
o ..
'" S
u
~
z
\
'-Sl
~
)
-
c:'\)
.
Z
~
l:Q
~
.
LAST WILL AND TESTAMENT
OF
ROBERT N, GUARINI
I, ROBERT N. GUARINI, of New Cumberland, Cumberland
County, Pennsylvania, being of sound mind, memory and understand-
ing, do hereby make, publish and declare this as and for my Last
Will and Testament hereby revoking and making void any and all
other wills by me at any time heretofore made,
I.
I direct that my Executrix hereinafter named shall
pay all my just debts and funeral expenses as soon as conveniently
may be done after my decease.
~
i
"
(
.~ whether real, personal or mixed, and wheresoever situate, I hereby
,
\ give, devise and bequeath unto my wife, DORIS J, GUARINI, if she
'~ survives me by a period of thirty days, If my said wife does not
~ survive me by a period of thirty days, then this gift to her shall
II,
All the rest, residue and remainder of my estate,
be divested, and I then give, devise and bequeath my entire estate
as follows:
A.
McFADDEN.
B,
ENGLE,
C.
GUARINI.
D.
GUARINI,
One-fourth (1/4) unto my daughter, ANNETTE
One-fourth (1/4) unto my daughter, YVONNE J,
One-fourth (1/4) unto my daughter, SUZANNE E,
One-fourth (1/4) unto my son, ROBERT A,
LAW O"ICII:I
Page one of two Pages
JON fI'. L."I",AVaA
In '".Ila lUll'
"IW CU....IIlL""D. "A.
7.1-96-992
nEtIlSTER OF WII.I.S OF C~IlEIlI.!IND
COUNTY
OATH OF SUBSCIUUING WITNESS
,'odil'il
(l'ach) a subscrihinll witness to the will 11I,'sl'nled herewith, (l'ach heinll dul~' (IUalilied acconllnll to
I~w. de"osc(s) and say(s) lhal
"res\'nl and saw
. Ihe lestal
, siltn thl' same and Ihat
sillnedlls a wiluess ntlhe
f"quest of lestnl
in h
"n,sclIl'e ami (in Ihe "reSl'nce of each olher) (in Ihe presence of the
olher suhscrihinll witness(es)).
~;I\'nrn to or amrmed amI suh,
serihed he fore me this
(N;ullr)
dllyof
(AlIllreu)
19_
(NalTle)
Fur the U,'g/~/e'r
/
(ALld,eu)
REGISTER Of WILLS OF
CUMBERLi\ND
COUNTY
OATH OF NON-SUBSCRIBING WITNESS
John R, Cox, CPA and Doris J, Guarini
(":teh) a subscriber herclo, (each) being duly qualil'ied according to IIIII', depose(s) and say(s) Ihnt WI; are
fnmiliarwilh thesignntureof Rnhf.rt N, Guarini
I crodaxil
'"hscrihing wi I nes.ses 'to) the will "resenlcd hercwilh amllhat WI=
lOOiioik
will is ill Ihe hnndwriting of testator In the hest or
,lestat'2L-or(one orlhe
bclieVl'5<thc signature on the
. i")
our knowledge and belieI'.
(;~.$-
/(N.1me)
317 3rd St, ffB, New Cumberland, PA 17070
:,,"orn to or affirmed nnd sub,
John R. Coy., CPA
S'. rihed bl.rore me lhis.-Jrd _,lay nl'
, December _ 19 %
9/~tt 2<-) [li;l{~~ J ,1/1 .Jl, lI-
Mary C/Lewis A;r tilt' Rell/of/a ):/'}
(Addl.'"
(i .
/. ,:1 ( ~ .z ,i, ).-
(N.1l11C) , ,I
L-
5/ .
.," (If. ,t < ~~-r~,-)
Doris J, Guarini
~ghton Plaa-. MechanicsburQ. Pa 17055
(Md,.."
CF.}t'l'lfICI\'I'lUfl Of !II I'l'l n: tJlIlJlm IHlI.F.!j,f!(c')
I1l1mp. of 1lP.l'P.l\""U t,,, _li,,'X.J'>\,-, ut:':1.)i,/I,;';2!,;\/'[ '--------
1l1lt.P. of l)(!nt.lll,r-1J1t1~.: ,).-,'3, /910,- _______---'-u,-
Hill lIn._.L?'lb.:()()tfCj''Y' I\"mlll. tI". -;,...~"~_tJf$.~
'I'OJ Lhe RngIR\.<":
1 <:<,rtlfy I hnl 11,,110'" IIr ",,"...r 1"lnl llltereA\. require!1 hy
R.lle 5.6(11) IIf \.ltP. OI"\,h,1nf;' CIIIIII. 1l1\1PR wnA se,'ved on or mailp',1 Ln
\he..!:)llowl'~ bp,lI"r~"lnll"R or thp ,,"ov...-r'I1I'Linl1ed eS\.IlLe on
LJA.{.:J!+1..1!/(,u - .'
lIame
I\<.ltll p.ss
..
t'l~iUS_-!. 6J/d/\/,;.//
. ...?,?,,{,/3.~ ~6.6E,t::/~/I;;,.4':"'- '
/
(,/~'/~J '/.......... ~/I,'t<. ,:J/.J /r};'j-"'-
/ ~ ~mT/X, ",...vPJ:1.~, :J-,I';.LL..L..../..Y- ;:
.- ----------
." u_._n_' n..._'_
- .-_.----'- -...---...---------.
.----. ..---.-.-
1'...'.SOIlR ...,,1 it I p,l I It<','(>\.o IIJ1(I"r
Unt. i r:~ hi)~ now Ilf'~~n q i \'?" I f)~' II
11111" 5.6(11) ")(""1'1 . ;\'('11'''-'
--. -.- -----. - ...-.---- ..---- ..
_ _.~______.. __n__
,- ,-- - - --'--'(-- '------_.'. --
.-J.l.' ,f) \ .
__,_,__~:~ 1- ...~~_______
S I Ql1illlll'" ;j-
Nilme__ub",<<./J- d..,_~MLdL.----
l\("Ir'eRA~::Z~'~/tS..63f..N P/4u
__..____~-dM~/c;.s:.f8JM.4f-;1-L ,/..
"p I "l'hnl1".r?..IJ2':::..'Z~:t.:d/,yI__- '
!lnt'!:
/:z/; I /1(,
----.--" ---_._--~..
In t,3~
o..!Q '7)
~ -:J
?:.::: c;:
-' ,- ',"
( )
N
~ ~
{O, t.:l ::i
0, rjj <:]
0 '"
a;<l.l ,.=l
a: ~ .;E
e: ~8
{"'l'ilf'ltYl_X_ rr>rsn.llill R"l'reAelll.nllvc>
LI)IIII"" I r nt. I'...rsnllill
,'ppr"5"11\ ill. Ivl'
I~,_\II;, - ,'J)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
rn."''''W'Alltt or ,,,...mVAIl.. (TO BE FILED IN DUPLICATE "'1_&;; ~ Adf"""
~('AII'MW' or R(vUHI( ~, a (/7, r
"..",rJ:b,~~,:!..'?~ ~_ __ _~, _" WITH REGISTER OF WILLS) COUtllY ODE 7,J~ . II
'''6'';;',48./;; ;"" ~"v M"':; :"7"/\/ ,,~;-'.' :~~c=_ r;~~'/J.f'ja~?M/ /k--
".-,.; "'v,'" ""..Ii' /10 ~~ (I I'"'' :'~/A:";':: Ii"" 2' '''''i ~?M/I//t:::..s. oS;.,~ 0; 1/1 /'7t~J
7-tJ1.- aJ ~ t; P: rc. tf I '}~Ji'1fo _ !> I?-I /')../ CO,,", ./'j.,IM "&~''')f41,.llJ___ -
;;;;:;; ;;;:;~"b;~;;;;'7" "",,, '" t'1~'~"~~':'~$(~/ f~"t"" OI" ,,'" """"""C1'~'''1 .
~ 1 Oliginol A..lu,n I I ') SUrr,,.m,.n!1I1 R..lUln I 1 3 RflmnindfJI R"lurn
(for dole' of deolh rHiCl1 "
r 1 .c. limilrd EtIOlft I 1 AD. future Inleu,,' Complomiul 11.5. hdttal Eliot. TOll R"'IIP' Il.
l'or dOIr" af rf,,",h alttl! 11.12.821
4Jl 6 O,.udl'nl O;,.d r.,\lole I I 7 O,.c"d"nl Mninlnint'd 0 living Tru,1 ,0_ 8 TOIDI Numbe, of Snle 0", .
,.... IAlloch copy 01 Willi (Alloch copy of hu,l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULO BE DIRECTED TO.
:"Q~rrs.r!~'6-;A~;'i', ...-;;;~i>~/~_-"~'7 6"1;f/c:;~;~A;;i' .
'~';';f2i~'1b..~~If'{dL . '______ ____p_ ~~~~~~'&~5~~/-;1t?!'_
=' _ r~) (J
r.- ' r,
~/ 6 "J...r r <=> .;
# r c-J
"N'\J'.11?AI
"'
,-
i"; ~'a
\. .1..U
~ '.:;10
. ~..-:; ...J
U, "'
..
.,
,~
"z
"".0.1
rL I~
~ii
l.J,...
;<
,,~:J~}(\
-.WJj~
~
z
w
'"
w
,.
w
"
I Real E,IDlf! ISchedul" Al
'1 510,1.., and R'l",h (Schedulf! 81
J Clo,ely Held Sloc~'Pn"ne"h;p Inleu,,1 (Sdu.dult" C)
Mo'lqngfO' nnd Unl'" Rf'r,.i"nhlfO (5",,.,.ul,. 01
Cn,h, 8a"~ O.."o,ih 1\ Mi\l'"Uanf'nu, r,."on,,1 r,op",ly
IS,h.d,'. EI
Joinlly Own..d Plnp'Hly (SchfHlul.. r)
T,on,f"" IS~h,.dule GI (Sdll!dulr. II
Tolnl G,on A"flh (10101 tiM' 111
fu"",al f,pen"',, Adminl'lrnli."f'l ernh, Mi",.ltnn,...,u,
E .p"n,,,, ISchf'dule HI
Dflbh, Mnllgagfl linhililifl', Uf'''' (ScI,,.dlll,, I)
lolnl O"duClion, IlnlOllin(l' Q,. 101
A
5
0 6
;::
~
~ 7
'"
~
0: 8.
....
" 9
'u
~
10
II.
z
e
11 Ue' Value 0' hlnlfl Ilille 8 minu' lin,. 11)
13. Chorilahle nnd Gn'fOlnml"nlfll R"l'1ue'h (Srh..,'ul" II
I~_t.'l!~ Valu~.~u~j~Cllo ~ak tLin~_ 1.2_ minu' Linn 131
IS. Spou,ol Tfon,fen (fa, dol", 0' d,.nlh nlt", 6.30-Q4)
See In,f'urtion' '0' Appliroble P..,renla9" on Rftllf"ml
Side. (Indude 1I01ut\ ham Schedul.. K 0' Sch"duln M J
16. Amounl olUne 14 IO.l!l1ble 01 6% loll'
(Indude volu,,, f,nm Sch"dul.. K ()f Srh,,"ul.. M )
17 Amounl of lin.. I d tanhl" 01 15"h rolft l' 7)
(Indud" volu", hom Sch..dulr. K nr Sch..duln M)
18 Plindpollok rlu" (Add III_ hom lin.., 15, 16 nnd 171
19 C""jih Spou,"1 Pnvf!fly (,,.,fit Prior Puyrnt"nh
.,
,-
"
..
::f
n
"
><
.,
,-
. .
111
111
13)
I,ll
IS)
I h I
171
IQI
110)
115)
11 h)
fOR DATU Of DIAT" AnlR 12/31191 (III'
If A SPOUSAL ..
POVIRTY CRlDn IS CLAIMID I I
_ __ 'H
fill NUMBIR
~
N
9, 1/<:1 (
.- "
~
--. if) ~;,
-rJe. ~
... ... )>;::1
/p,) 1--0 0'\
/ eft ~ 7-1/ 18) ,,JI,Z-G,/
(II)
117)
1131
.. _m.ll~1
/(J/ ~7--tI
IA', (p t/ 0
_ 'UJ 6'10
.. ___ I -.
74Jp ft)
X,O m
-0-
x .06 =
)( 15 c
118)
-0-
Oiuounl
Inlt"",1
lh;, ;, lhe OVERPAYMENT.
1191
(70)
0-
20 If Line 19 is 9,eol(l' than Une 18, enl'" the diffflff!l'\CfI on LiM 20.
BII
Ch.clc here If you are requesting a refund of you, overpayment.
11 UUnfO 18 i, ",..nl", 11101' Unl'! 19. fOnl,., Ilu" dilf",,,ncft on tine ']I Thi, i\ Ihft TAX DUE,
A E,.'", Ih.. inhHl",1 on Ih" I,nlnne" rill" nn lin.. 21A
-0-
171)
(7IAI
(7181
-0-
8_ f"I", Ih" lolnl of \in,. 21 nnd 11A nn 'ill" 718 fhi, i, ,11,. BALANCE DUE.
..__~!~~~~.c~~!y_~b.!!!.o.:,,~~_g~!!.! ~r ~111., _ A9.!~1
-jO.- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSEStOE AND TO RECHECK MATH <l( <l( ----
, """'111,,,, nf p~liu;y. i rf..cin;" 'lhfJl I hav,. ;..~ml~'"d li,-;-, 'el",n, inrl~dmr +1rCO~I;~n.y;~g ,~h~'Juf", -~n.J 'tni;;-~~h. "nnd I~ ih~-b~'1 oi my ~nowl,.dg" '"
"{t' 'c"rl f1nrf cnmplfOlf! I Ii.."o,'" Ihllt nil tflOl ,,,Inl.. hn\ hfl"n '''pO''f'1 nl If 0" m",~"1 vnlu,. O...cIOTDhon nf r'''rn'", olh", Ihon Ih" pl""C1nnl '"p''' ,
'f ,j,.. ~ly,~lolmo"on 01 ...twh p""palt'l 11m nny ~no..,.l..dg'" ..,.- ..4~-
. . j:'ii<Ijiilr<""'" IT 1""". iI'''''' 'P"'" ~--?G /.3/t /r5/f.rt'A/ "P/!/'l't. - - - o'-~j_';;- i'
,';, f'~iliJ;; "'''~.1 <IN ~c.et!3/)( j'}7j~1f$#jll /-?'t'~~~ )l~-r~~
;< .Z'i:-JL } C 1/1 71~(r c(;'T1ec-7f.~/Jj-f ;l77i7P~ u-r-~-
SCHEDULE E
,,~~~:91' CASH, BANK DEPOSITS AND
""...,.no .w. .~" ~,';'''N'''YAH'' MI SC E I.LAN EO U S
.""unANCIl...IIU.H PERSONAL PROPERTY PI"m" Prln' o. Tlp.
I "I E~)F ,_,'I'~,I~'-DI~IDIH!_=,~~-==~~~-:" "C"" ,~'c,,-=c=-='c~~"-~==:FirrNUM8FR-' ,-.',.. ,
Aol3l.-7(r/./.r;;;-//!1/I'/N/ d' _ __P ~/9'6-~f9'~
It.I' l't"".~I~ 1oi~~r~~".d -;iih-~h!~~~"~~~.~lv~;~hl~ _mu~t b. dIU'~4..d ~n.Sth.~~I. F}
ITrM
flllMIIER
/.
'"'
(""
!......
---- .--.-----.....
DESCRIPTION
VALUE AT
DATE OF DEATH
_________.u..__.<-
. ------- - --'-'--;;. ;,J.:." .
#"e-7--f"d,,",^"S /~
~-~~,.. 4//?,fi11k' j{ d. ..-"
~"'~4I'1'/C.5' )3///I'/;, 1/1 /?,C'J~
J:;/\/r~oJI!'}I T S/fV/ff6S *C~t/lf'/-
Ale- A~, ~i..~/'lX: t).!/-
7-4,y-cP3 -~')..l?{,
9; tJf/
;J5',e!~t/
/ t::',h--tJ/ Tt!;-/(tJN /l/~-
;<//fI{'J~ IS j) 1/;(0,;J A /'1/ Ie
~~t1IAI( .5~AA.kT
/t/c;AtG. s:t-
tr-2--(/~t?.3~ 1- q~
~&'
- . ------------ _._-.-- ......_+-_.- .-..
. ..-----------.--. ------...---
______TOTALJA~~-el1le.-"-nJin.~'- R.CE~~ionl _ L__'/,I /9----
lAUnch adrtilionnl Bl"" 1( 11" ,f,,,eh if mo'" 'rn(f' j, nf'~df'd 1
f,. ",",
~ :! ~
". :'It.."
. 'f.',",
I
I
FILE NUMBER
SCHEDULE G
TRANSFERS
r......""'N'...lltlor rf.U'''''''Ii...lll...
IfIllUIIANe, 'AX IIIUIN
1l\IDUn OIClomt
rlEASE rRINT OR TYPE
I,,!..\H OF
1 / '
1\ ('13~7<'r /if, 6///lA N\I' /
7-/ r r:. - tJff-V
",,~ '.r"'OULE MUST BE COMPLETED AND FILED IF TIlE ANSWER TO ANY OF TIlE QUESTIONS ON TIlE REVERSE SIDE OFTHE COVER SHEET IS YES. .
"I" orSCRlr1l0U or rROrrrUy I fl(CLUSIO'~ I totAl VMUE OE~~O
f'" ,...t,.,lfOlIf'''''' nl Ih,. ',,,nt'''''''', Ih"" ,,,,,,,,,,,",11;,, III tlr,rll,.nl.""'''''' ',n""'" , . or ASSfl IN!
I '
/S"t-c:tI '31000 /f?j~1-O /00
/ c::',<'~~T UN/OA/ /Ur- I
Hi'll? I? (5 131//<"6; ~/! /'///tJ
kd:~/o{.'/Il ;{~~~:,.t~-;vT
/:#:.Ct1'/I;T// (..:;Ttfd)
A/c:- A/(;. c. 7-
tJ7-tJ~03 C-z-.fl'
.l~_.c ~- -h- ~(',,'J(!r
Do,.vs J. 6~A~/~/1
(. SPtJJ!.$cF)
DOLLAR VALUE
OF DECEDENT'S
INTEREST
/.:/;j -7-f)
TOT AllAho f'"l~l on linlt 7. RI!(oJ'ilulnllonJ
flf "''''10 'rflf" ., n,.fOri,.,1. ,nIl'" ",*",,,.,",,1 ,h.."" n' HIm" "'" J
S /.!i;~ "i.o
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
r".....OIl'..."Anll OJ rrHH\'tVAUIA SES
"''''''''''0 '^' "'UII' MISCELLANEOUS EXPEN . . Plealo Prlnl or Tv.pe ,..
l'I..~IJ.f]!~~~~_(~~~~ ___ . 'd . ~ .'u -, filENUM BER-=':':" -
,"'11: UF'- --
XoiJ/:"X'T A/. 6",'/1,1'//0//. . . rl'1~ -Or,!7--
AMOUNT
Funeral EMpln'I't
/H,ff4,t.-~(YIr-~/1/~'i<'.4L" ~t:"".ri--Y1~
/.3~:3 8i?/1:Jc;~':.5'"-(;, ;'(/'c. rI/1 /'7o'7CJ
)~. It-y(~ 4~{}.- (4~/c~~~-r"/)
I //'b/#A</r'7~%>1~?;Jd /~?'?'
I
I
I
,
~ I Admlnlltratiye COlh:
I Personal Reprosentativo Commissions
I Social Securily Number of P~rsonal R"pre\onlnlivo:
ITEM
''''MilER
II
~,
r"
t.
?
1
1
;
'.
;
n,
.,.'"
~. ...!) 0/
,..- \l'~" ;."
DESCRIPTION
f?, () 11
7-&0
Yeor Commiutont pnid
:'. AlIorney FAos
,
rnmily Ex.mp~on
Claimanl Do /( IS "J,. 6 tlt1 /( IIV'/Rrlnlio",hip S /0 V 5~ :-,._____
Address 01 Claimnnl 01 docodrnl" donlh
Slr..' Addr.Sl..~7'{,g/?/~h7C1'''/ /~,- .. . ... ._. .,-
Ci,y4-Z:;;/!.A.'/c;sJ3/1I!6".. Slalo IN. Zip Code 1.?t?J:;=_
I
I Probalo F.., t.c 7f /5',{ 7,' C /"::- it//l.h5 - C t/tf-f ,(/r1f ,L..wj)
d'Ct/,<I'?V' .
Mlscellaneoul Expenlel: /
~<,,;'/ ~, C!'I'7 cA1-11 dl'1/1'/I_r;J../1 ,:4~'N
fo
")../ /1:;~
I
I
I
I
TOTAlIAI.o enler on line 9, Recapilulalion)
(If mo,e 'pnc~ I. ne.dod, In.erl addlllonallheell al lame Ilze.)
s /~ ~vI
~
"",'111'"
o
.' I'S 1", 1..\ ';',\\'1""
,. 111'1""11'111
o
"j \ , I''''" III ., 'I'. '" "';'.ol' .,.,. L'"."
II
,
I,
i'
i'
I
I
,
COllnty.
I
, lnp,. do
I.M1T IHI.I. AliI! n:~TNIENT
OF
IWIIEHT N. l:tlMItIl
I. 1I0llERT ll. GlI^,lINI. of lI~w Cumhrrlnn,l. CumbrrlAn,1
P<'l1nnylvnllf fl. h{'II1'~ of nOllnc) mlnet, mC'mnry nnel underntnnd-
hrrrhy mAkr. puhllAh And oIeelnre thtn An nnol for my LAAt
Will nnd TrAtnmrnl I\l'rrhy rrvoklnp, nnol moklnp. voId ony And All
otlH"T wills hy mr. nt nny tlmr hf'Tf'tofore m...dr,
I.
J oIlr<'l'l thnl my Exrculrfx hrrrlnnfter nnmrd Ahnll
I pny All my JUAl drhlA nnol funrrnt rxprnArA nn noon nn eonvenientty
I m.,y he don~ After my oIecrnne.
I
I
. ~'i whethrt" renl, peTnnnn) or mixed, and wheresoever sl tuntc I I hereby
h
lIivo, devine AmI hequenth unto my wife. DORI~ J. GUARINI.
11.
All the rrnt, residue nnd remoindrr of my ostAtO.
.~<
survives me hy a perIod of thl rty dnyn.
If my snld wifo
if sho I
does not
,l survivo me hy A perIod of thirty dnyn, thrn this JliCt to her shnll
be divented, nnd 1 then r.lvr. devlne and bequrath my entire estAte
nn follows:
A. One-fourth (l/") unto my dnup,hter. ANN~;TTE
i HcFADDEN.
II. Onr-fourth (II") unto my dnul\btrr. YVONNE J.
,
,ENGt.E.
C. One-fourth (II") unto my dnullhter. ~UZANNE E.
GlIARTNI.
D. One-fourth (III,) unto my son, ROIIEIIT A.
GUAR INI.
.....nor..
rnr.r on(' of two "np,cs
J""". t..r....'"
.............111
.,. ,.,............,
-
~
h
::
lit .
"
'I'
I I IlI'ro'hY 11",,1 I1Otl' , "<'II"tlllltl' olld "I'I'"lnl: my wlfl'.
,lllOlllS .1. r.lI^RINI. 0" "xl'l'lItrlx of Ihl". my I.,,,t WI.l1 olld Tl'ntnml'lIt.
Iltf thtt nnlll Dorin ~1. C:lInrlnt Rholll.t prmff1C('nft(' RICO. or nthl!rwlnc I
II
ufnJtfl to rJ\lnllfv. Ot" (~('nf1(," to net; "fI R11('h, thrl1 t l1omlnnte,
I
I' con"tl tutl' nml nl'l'olllt my <lnlll',hl'l'r. MUlE'/"m ~kI'MJ/lW. nR
"xl'cutrlx.
IV,
110 f [dill' I nry n" t 1111\ 1I11,ler th[ R I~[ 11 nhn It hI'
Ilrl''1I1[rrd to po.' hOIl,1 III "htR )lIrl..lflotlon or In nny Jllr[ndlctlon
[n which hI' mny n!'!:.
IN I~ITN"SS WlmRmr. [, Rohl'rt N. r.llnrlnl, thl'
I TrRtntor, hnve IInto thl R. my I.n.t \~111 nnd Tr.tnmrnt. R"t my hnnd
nnd nrnl thl. Ii .Iny of Novpmb"r. ^. II., 1977.
\
/ II; 1/ '
J, ,,' /. '. r'.. (SElII.)
.----.----......-.-.-
Slr.tU:O. S"^J.EO. PIJRJ.1SIIEn nnd nEr.tJ\REO by Rob"rt
'N. Gunrlnl. th" nbovI'-nnmed ""Rtntor. nR nnd for hlR I.nnt Wlll nnd
'I'Tentnmrnt In the I're.rncl' of IIR. who hnve herellnto nub.crlbed our
I"RmeR ntl wltna9f1l'R nt hlA Tl'qlll"Rt. tn the prl'8ttnCC of the snld
I'
II Tcstntor nnll of pnC'h othrr.
~I
II
II
II
i
I
I
,-~I
b ') I r- -'
-"'/ hId .J. r. J J
J.<''-,J:i/J:.' 1L.IY1:J-----
"..",r.u.
JI)'If',,"'f'''''r.,,
",.......".",
.,.. ~II"" III .... '11,
II
Pnr,e two of two Pnr.I'.
CO""OHWfAlIU Of 111t4HSVlVAHIA
DlPAAH~tHI or PI VI,NUI
luAUU Of INDIVIDUAl uxl S
DlPI. ;'8ObOI
IlAAA1SIlUPG. I'A 111:8.01101
*'
INFORMATION NOTICE
AND
TAXPAVER RESPONSE
FILE NO, 21 'i (,
ACN 96143775
DATE 09-14-96
'/'; ;;;
...,lhl" II' ,,-HI
TYPE OF ACCOUNT
o SAVINGS
lxJ CHECKING
o TRUST
o CERTIF.
EST, OF ROBERT N GUARINI
5.5. NO, 204-03-6286
DATE OF DEATH 06-23'96
COUNTY CUMBERLAND
JULIETTE GUARINI
1518 BRANDT AVE
NEW CUMBERLAND PA 17070
REHIT PAYHENT AND FORHS TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DAUPHIN DEP BANK I TRU h" p,o.ld.d tho D.p"t..nt .lth tho Inlo,..lton lI.t.d b.lo. .hl.h h.. b..n u..d In ..,.u,.,'n. tho
pot.n".' .., du.. Ih.l, ,..o,d' Indl..t. th.t .t tho d..th of tho .bo'. d...d.nt, ,ou ..,. . Joint o.n.,'b.n.'I.'." o. thl. ...oun'.
If ,ou f..1 thl. In'o,..tlon I. In.o".'" pl.... obt.ln .tllt.n .o"..tlon "0. tho f1n...I., In.tltutlon, .tt..h 0 'OP' to thl. '0'.
... .."". .. .. .... _... ........ ..,. ...~~. .. ....... I. .......... ..... ... ,........... ... ,~.. -' th. ..-.-...... -,. -' .
Ouutlon. .., b. on...,.d b, .ollln. <7111 7.7.U27. .., .. .... -
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0039081532 Date 09-27-78
Establish.d
10 insure proper credit to your account, two
lZ) caples of 'his notlc8 .Ult acCo.pany your
pay.ent to the Regilter of Wills. Heke check
payable tal "A.gister of wills, Agent".
PART
IT]
1.056.67
50.000
528.34
.06
31.70
l 4- ;JO TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
Account eabnc.
p.rc.nt Taxabla
Anount Subj.ct to
Tax Rat.
pot.ntial Tax ou.
HOtE: If taM peyeents are .ade within three
(1) eonthS of the decedentOs dete of d.ath,
you eay deduct a sZ discount of the taM dU..
Any inheritance taM due will becO.e dellnquent
nine (9) eonths after the dete of death.
x
Te.
x
A. the above infor.atlon end taM due Is correct.
I. You .., .hOo.e '0 ,..1' p.,..n' to tho R.ol.t., of will. .Ith t.o .opl.' of .hl. not I.. '0 ob..ln
. dl..oun. 0' ..old Int.".t, 0' 'ou .., .h." bow ... .nd ,.tu,n thl. n."'. '0 tho R,.I.'.' of
wllls and an official assels..nt will be ilsued by (he PA Departeent of Rev.nue.
[CHECK ]
ONE
BLOCK
ONLY
.. [:] Th. obo,. ..... h.' b..n 0' .111 b. ,.po,t'd ond ... p.ld .I.h ,h. p.nn.,I.onl. Inh.,I.on.. To' ,.'u,n
to be filed by the decedentOs reprelentatlve.
t. [:] Th. obO'. In'o,.otlon I. In.o,'." .nd'o' d.b" ond d.du.tlon. ..,. p.ld b, ,ou.
You .ust co.plete PARt [!] and/or PAAt ~ below.
PART
~
lAX
lINE
If you indicat. a diff.r.nt tax rat., pl.as. stat. your
r.lationship to d.c.d.nt:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
i-AiI
1
2
3
4
5
6
7
8
CLAIMED
I MA un _",,:'1"1' iRu~i "",Cu\Jiri5
u~
1
2
3
4
5
&
7
B
K~IUKn - ~UM~UI~I.un
1. Date Esteb11.hed
2. Account Balanc.
3. p.rc.nt Taxabl.
4. Anount Subj.ct to Tax
50 D.bts and n.ductions
&. Anount Taxabl.
7. Tax Rat.
8. Tax Du.
[>~
i -.
C--
. .
~ ':D~
..g
r_~~
c:> I;~ '::'
10'- f~.
-
\0 ..
..;.;:";
-
,- cn~ g.
U.
-J
AMOUNT PAID
x
x
l...'
-.1'
~. ....;;
.... ..-
DEBTS AND DEDUCTIONS
PART
~
DATE PAID
PAYEE
DESCRIPTION
I
I
I
TOTAL CEnt.r on tin. 5 of Tax Co~putation)
I
I
,
and
Undar p.nalti.s of p.rjury, 1 d.clar. that the
cOi!'lete to t~..t of ~y knowledge and belief.
Uv~rll. ,It,!'u....t?lTLl'.i(r- (IDA)
TAXPAYER SlG URE '
facts 1 have r.port.d above ar. tru., corr.ct
HOME (']1'1) rl(P~ -/OSl.f
WORK ('Ji 7 ) 'fj J" '71 ~- j'
TELEPHONE,NUM8ER
~).;'9 /9(,
ATE
GENERAL INFORMATtON
1. FAILURE TO RESPONP WIll RESULT IN AN OffICIAL TAX ASSESSHENT with 1t11lllluhl. Inte,.,t b"..1I fin In'or..tllln
lub.Uhd by Ih. fl"'lndal Inllltullon.
Z. Inh.rlt.nCB t.. baeo... dellnquent nine eontnl ,,'hr Iha d.ullen", dftl. nf cla"th.
I, A Joint account h '.."bl_ a..,an though the dac.dant', "".. wIn "tld.d ft. " ."tler of (;Qlwltnl.nc..
It. Aceoun" (Including tho.. h.ld batw..n husband fInd wlf.1 whlth th. d.cad.nt put In Joint nI"." wllhln on. ....,., prlQ- to
d..th ar. fully '"..ble .. I,.n.,.r..
!to Account. ..'.blhhad Jointly b.t....." hUlband "nd Mil. .or. thn" """ y.'" pdor to dnllt IIr. not ,,,.,,bl..
6. Account, h.ld by " dac.d.nl "In 'rult for" .nother Dr oth.r. It'. ,,,..hl. full....
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
z.
BLOCK A . If the Infor..tlon .nd co.putetlon In Ih. nullc. dr. corr.cl nnd d.ducllon. nr. nol b.lng clftl..d, plac. ftn "X"
In bloc'" "A" of Part I of Ihe "t,..pay.r Rupon.e" ..cllon. Sign Iwo cop I.. nnd .ubllU ",.e wllh your ch.c'" for Ih. a.ounl of
la. 10 Ih. A.ghl.r 0' Willi 0' Ih. counly Indlcaled. Th. PA D.pnrl...nl of N.II.nu. will lI.u. n" offlclnl "........nt
Ifor_ AEV-I~~a EXI upon r.celpl 0' the r.lurn Ira. Ih. R.gl.t.r of will..
ILOCK I _ If the ....t .pecifl.d 0" thl. notlc. h.. b..n or will b. r.porl.d nnd 1ft. pnld wilh Ih. P.nn.ylv"nla Inheritance
la. A.turn filed by the d.ced.nto. r.pr...n'.llv., plac. an "X" In bloc'" "I" of P,.r' I of 'he "I".pay.r A..pon.e" ..c'lon. Sign one
copy end return to the PA Deparl.ent of A.venue, Burllftu of Indlvlduel ,,,..., Dep' l1060lo tlllt'rhburg, PA I1IZI-0601 In 'he
envelop. provld.d.
BLOCIC C . If Ih. notice Infor.II'lon II Incorrec' rlnd/or dl'ductlon. IIr. b.lng c1nhled, ch.d. hloclo. "C" IInd co.pl.'e P"rt. Z and.l
.~!_.. ...._. ..... .......... __ _".. ...._ .~.... ..... ..__.. ,... ..._ ._..... ..I.... .,a,aul. .u U'. fIl.."I~.'"
of.wiii. of th~-county indlcat.d. 'h. PA D.part.ent of Rovenu. will Is.ue an official ........nt Ifore AEV-15~1 [X) upon receipt
of the return frail the Aegl.t.r of Will..
I.
..
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Enl.r the date the account originallY wa. ..Iebll.h.d or titled In the .ann.r e.lstlng al date of d.elh.
NOIE: for a d.c.d.nt dying aft.r IZ/IZ/IZ: Account. which tha d.cod.nl put In joint nn... wilhln on. II) v.er of d.ath ar.
ta.abl. fully a. tran.f.,.,. tlolf.....r, thar. h an ..elusion not to e.c..d '),000 p.r transf.re. regerdl... of the ....Iu. of
the eccount or the nu.ber of account. held.
If a doubl. ast.rl.k (..) app.ars bafor. your flr.t na.a In the addr... portion of thl. notlca, the 1),000 ..cluslon
alr..dy ha. b.en deduct.d fro. the account balanca a. r.ported by the financial Institution.
Z. Ent.r the total b.lanc. of the account inclUding Intere.t .ccru.d to the date of de.th.
1. 'h. p.rc.nt of the account that Is t..ebl. for .ech sur...lvor I. d.t.r.ln.d a. follows;
A. 'h. perc.nt taxabl. for Joint a.s.t. a.tabllsh.d .or. than on. y.er prlo" to the dec.d.nt's d.at~:
DIVIDED BV lOTAl NUMBER OF
JOINt OWNERS
Exa.pla: A Joint a..el r.glst.r.d
DIVIDED BV tOtAL NUHBER OF X 100 .. PERCENT tAXABle
SURVIVING JOINt OWNERS
In tha na.. of the d.c.dent and two oth.r p.r.on..
I DIVIDED IV 1 (JOIHT OWNERS) DIVIDED BV Z (SURVIVORS) .. .167 X 100
16.n (tAXABLE fOR EACt! SURVIVOA)
B. the p.rcent laxabl. for ass.t. cr..t.d within on. y..r of tha d.c.d.nt's d.ath or account. olfn.d by Ihe dec.d.nt but held
in tru.t for anoth.r Indl...ldual(s) (tru.t b.neflclerl.s):
1 DIVIDED BV TO'AL NUHBEA OF SURVIVING JOINt
OWNERS OR TRUST BENEFICIARIES
X 100 .. PERCENt tAXABLE
E.a.pl.: Joint account r.glster.d in tho na.e of the d.c.d.nt and two other p.rsons and .stabll.h.d within on. y.er of d..lh by
the d.c.d.nt.
I DIVIDED BV Z {SURVIVOAS) .. .50 X 100 .. SOie (tAXABLE FOR EACt! SURVIVOR)
~. the a.ount .ubJ.ct to tax (line ~) I. detar.ln.d by lIultlplylng the accounl belancn (1In. Z) by Ihe p.rcent laxabl. (line ]).
5. Ent.r the total of tha d.bt. and d.ductlon. II.t.d in Pert ~.
6. the a.ount t.xable (lln. 6) I, d.tar.ln.d by subtraclln~ Ih. d.bts and d.ductlons Illn. S) fro. the a.ount SUbject 10 tax (Iin. ~).
7. Enter the eppropriat. tax rat. (1In. 7) a. d.teraln.d b.low.
A. For dat.. of d..th occurring aft.r 6/l0/9~, the tax ret.. for tran,f.r. 10 .pou..s are a. follows:
I. O.t.. of d..th on or aft.r 7/1/9~ and bafor. 1/1/95 Ih. rate I. lie.
Z. Datas of d.ath on or aft.r 1/1/95 tran.f.rs to spou... will b. lax.d at o~ lax rat..
Not.: For dat.. of d..th prior to 7/1/9~ transf.r. to .pous.. .r. ta_ebl. at 6j(.
B. Transf.rs to Ilne.1 de.c.ndant. Including falher, .oth.r, .on, daughler, grandchlldr.n, .on-In-law,
d.ughter-In-Iaw, .tepchlld and th.ir h.u. er. t.xabl. at ,I. parc.nl (6j(J,
C. 'ran.f.rs to all oth.r. Including brother, sl.t.r, uncle, aunt, n.ph.w and nlec. are ta.able at fifte.n p.rcant (ISj().
D. If you chang. the tax rnl., pl.... sp.clfy your rel.tionship to the d.c.d.nt In the .r.a pro...ld.d.
a. the a.ount of tax due Illn. I) I. d.l.r.ined by IIUlliplylng the a.ount ta.abl. Illne 6) by Ih. ta. rat. (lln. 1).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowebla d.bts and d.ductlon. ar. d.l.r.in.d as follows:
A. You I.gally are r..ponslbl. for pay..nt, or the e.tat. .ubj.ct to ad.lnl.lratlon by . per.onal r.pre.entatlv. I. In.ufflci.nt
to pay the deductlbl. It....
S. You .ctually paid the d.bt. aft.r death of the d.C.d.nt and can furniSh proof of pay..nt.
C. Debt. b.ing clal..d .u.t b. It..ll.d fully in Part l. If additlon.l spec. Is na.d.d, u.. plain p.p.r I liZ- . 11-. Proof of
pay.ent ..y b. r.que.t.d by the PA Oapart..nl of A.II.nu..
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. TOO' (717) 772-2252 (HEARING IMPAIRED ONLY)
/6 I'I:J -.~
Il'~EAU OF INDIVIDUAL TAXES
l"'a.It'fAHC[ IAIl DIVISION
D(PJ. ":.10.01
HARR1IIURO, PA HUI-O.OI
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DORIS J GUARINI
576 BRIGHTON PL
HECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
PA 17055
03-03'97
GUAR UU
06-23-96
21 96-0992
CUHBERLAND
101
Allount H..Ht.d
'/
*'
IIHH'II '" 1\t.'U
ROBERT
N
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEY:is4i-EX-AFP-n'2:96Y-iiiificE-'OF-YNHEiiiiANCE-YAx-iipiiRiiisEHiii'r-;-,\L,LOWANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ROBERT N FILE NO. 21 96-0992 ACN 101 DATE
TAX RETURN WAS. I I ACCEPTED AS FILED ( XI CHANGED SEE ATTACHED
ESTATE OF GUARINI
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l E.t.te (Schedule AI III
2. Stock. om! Bonde (Schedule BI (21
5. Clo.ely Held Stock/Pertner.hlp Intereet (Schedule CI (51
4. Horigag.a/Not.. Receivable (Schedule OJ (4)
5. Cash/Bank Deposita'Hi.c. Parlonal Property (Schedule E) (5)
6. Jointly Owned Property (Schedul. FI (61
7. Transfer. eSchedul. OJ (7)
8. Tot.1 A...t.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funaral Expan.../Ad.. COlta/Hhc. Expans.. (Schedule H) (9)
10. Oebt./Hortoeoe Llebllltle./Llen. (Schedule II (101
11, Totel Deduction.
12. Hat V.lu. of Tax R.turn
13. Charitable/Govern...ntal Bequa.t. (Schedule J)
14. Net V.lue of Eetete Subject to T.x
.00
6.625.00
.00
.00
9,119.00
.00
18,520.00
III
10,624.00
.00
1111
1121
1151
1141
03-03-97
NOTICE
NOTE I To insure prop.r
credit to your account,
eub.tt tM upper portion
of thle for. Mlth your
t.x pa)'llent.
34,264.00
In.~'4 nn
23,640.00
,00
23,640.00
NOTE:
14, IS and/or 16, 17 and 18 will
returns assessed to date.
If an assessment was issued previouslY, lines
reflect figures that include the total of ahh
ASSESSHENT OF TAX:
15. ~ount of Line 14 .t Spou..l r.te (151
16. A.ount of Line 14 taxable at Lln..I/CI... A r.t. (16)
lie Amount of line 14 taxable .t Collat.raI/Cla.. 8 r.ta (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
RECEIPT
HUHBER
DISCOUNT l+ I
INTEREST (-I
23,640.00 X .00.
.00 X .06.
.00 X .15.
I1BI
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.
,
,
RESERVATIONI E,'at,. 0' deC~t. dying on or before Dec.-ber Il, 19" a_ I' eny future Int.r..t In the I,'at. .1 tr~.f.rred
In po.....lon or enJo~ent to C1I.. I (collltaralJ ben4'lcl.r'" of the deCedent aft.r the I.plr.llon of .ny ..tat. 'or
lit. or for y..r., the C~.lth hereby l.pr..,lv r...rvI. the right to ~r.l.. ~ ...... 'r.n,'.r Inherlt8nC1 TaxI'
at ~ l.w,ul el... . (collat,r.l) r.t. on en1 .uch future lnt.r..t.
PUll'OSt OF
NOTlCE1 To fulfill the requlr..entt of Section 21'0 of the Inherlt~. end Est,t, 'ax Act, Act ZZ of 1991. 7Z P.S.
See lion ZUG.
PAYMENTt Detach ~he top portion of thl. Notice 8nd lubIllt with you,. PIYHnt to the RIght.r of Wlll1 printed on the raVlrll aide.
....MM. cheCk or IMXMY order paYM11 tal REGISTER OF MILLS, AGENT
AU plyHntl ncelved shell Ur.t tMI eppl1lM1 to eny Int.r..t which ..y be duIi with .,y ,....Inder 1IPP11..t to the tax.
ItE:fUCD (CA)I A nfund of . tax cr..tlt, Nhlch ".. not r~sted on the Tall Rdurn, ..y be n~.ted by cDllPlatlng en "Appllc.tlon
for R.fund of Penn.ylvenl. I~rltanca end E.t.t. T.... CREY-I]I]). Appllc.tlon. .ra .v.II8bI. .t the Dfflc.
of th8 Rltl.t.r of Will., eny of the Z] Rlv.nue DI.trlct Office., or by c.lllng thl .pecl.1 Z'.hOUr
en~rlng ..rvlc. ~r. for for" orderlnol In Penn.vlvenl. 1-800-16Z-Z050, out. Ide penn.rlvanl. end
within locel Harrisburg .r.. (717) 787.8094, TOO' (717) 77Z-ZZSZ CH..rlno lep.lred Onlvl.
OIJECT1ONSI Any party In Int.n.t not ..tlsfled with the eppr.hllHl1t, .llowanc. or dh.llowenca of dedUCtion., or .......ent
of t.. Ilncludlna dl.count or Intar..tl .. ahown on thl. Notlca .u.t object within .I.tv 1601 d.y. of rlc.lpt of
this Motlc. bys
--written prot..t to thl Pi Dep.rt.."t of R.v.nue, Bo.rd of Appe.I., Dept. 281021, H.rrlsburg, PA 17121-1021, OR
--.lectlon to h.v. the ..ttar det.r.lned .t IlUdIt of the. account of tha perlonal r.pr..entat1v., OR
ueppll.1 to the orph..... Court.
ADMIN
lSTRATlYE
CORRECTIONS I
factual .rror. dl.cov.r.d on thl. .......ent .hoUld b. .ddr...ed In writing tOI PA Dep.rt.ent of R.venue,
Bur.au of Indlvldu.1 T...., ATTNI Po.t A.....eent R.vl~ unit, Dept. 280601, H.rrllburg, PA 17128-0601
Phone (7171 717-6505. Se. pag. 5 of the bookl.t "'In.tructlon. for Inherltanc. T.. R.turn for a R..ld."t
Decadent"' (REY.15011 for an ..planatlon of ~Inl.tr.tlvalv correct8bl. error..
If .,y tu due Is p.ld within thr.. (]) calltnder aonth. .ft.r the decadent.. de.th, a flv. percent CS:U discount of
the t.. p.ld Is .llowed. .
The 15% t.. .-,.lty non-p.rt1c1p.tlon penaltY Is caputad on the total of the ta. and Intar..t ......act, and not
paid b.for. Janu.ry II, 1996, the flr.t d.y .ft.r thl ~ of t~ tax aen..ty p.rlod. Thl. non-partlclp.tlon
peneltv Is ~al8bla In the .... ........r and In the the .... U.. pIIr lod .. you would eppaal the tall end Int.r..t
tn.t he. bun ......ad .. Indicated on this notice.
Int.r..t I. charged bltlnnlna .,Ith flr.t day of d.llnquency, or nine (91 eonth. and one (11 day 'roe thl data o'
deeth, to the data of pa~t. T.... which bee... d.llnquent b.for. Janu.ry 1, 191Z ba.r Int.r..t at thl r.t. of
.1. C6%1 percent p.r annu- c.lcul.ted .t a dally rata of .000164. All t.n. .....Ich bile.. d.lInquent on end .ft.r
Janu.ry 1, l'IZ .,111 bII.r Int.r..t at . rat. .....Ich will vary fro. c.l.ndar y..r to calandar y..r with thlt rata
announc.d by thl PA D.parteent of Revenue. 1ha appllcabl. Int.r..t r.t.. for 1911 through 1997 .r.1
DISCOUNTs
PEMAlTYI
INtnESTI
'!!!! Int.r..t Rata D.lly Int.r..t Fector ~ Int.r..t R.t. Deily Int.n.t Factor
1912 'OX .000541 1917 'X .0002"
198) 16X .OODUI 1911-1991 lIX .0OOlDI
1'" lIX .DOOSDI 199' 'X .OODZ"
1915 UX .OODlS6 1993'1'" 7X .000192
1966 lOX .00027' 1995-1997 'X . DOOZ"
"-Int.rnt I. calculated a. fallCMil'l
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Any Hotlc. i..ued .ft.~ thl tax bac~' delinquent .,111 reflect en lnt.r..t c.lculatlon to flft.an 115) d.y.
bIIyond the data of the ........"t. If payaant 11 .ade aft.r thl Int.rut coaput.Uon etata shown on the
Hotlc., additional Int.r..t au.t be calcul.ted.
1I'1,U1011''''1
..
~~~:~
COtllMONWEAlll1 0' PENN~YlYANIA
DEPARTMENT 0' REVENUE
IUR.AU OP INDIVIDUAL TAXU
DEPT. 280601
HARRI~'URO. PA 17128.0601
DECEDENT'S NAME . ~ 1'1.1 -+.
INHERITANCE TAX
EXPLANATION
OF CHANGES
,. , .IlE NUMBER
) L_~!-~Ju..>-~---,.._,------ d/ '1 do - t/ f y .:L
ACN '
/lJ ,
,
ITEM
NO.
EXPLANATION OF CHANGES
~A_
;;>
0::.)
/ L.. 'A .-~ ,'o.
Ii' (I.;
#1..._, '". ~..~! ....
,
1(~_(,~_,~JJ J'L<,' ~ --~
0> ..q' ,
,
-,
I
"';' f i(
If..t~
, ,'. '-
f / /1'i "
"
('
'.., ,
,/'
TAX EXAMINER: _~~ ~_:;.,,~..';dC.....----.A~' -' ~
I
PAGE
I'
O.!l1
(1):.~
,,:>
.,.
~~: '3
Cl
an
Cl
E:
~1f
,\
..,
..J
Cl
-
.~J
':j
\l.;~:
o ii'
"-Th
8m
me:
a:
~
P\
~:1
:-:.
'::'E
Ql::J
O<.:l
\
"
,,/
.-
,
.7 "
r)
) in
')
'~
,/', I
,/. I
'1 \
/\ J,U I
/
/
l.... /
:1t,
"
"'-.."
PURPOSE Of
HOTICE:
To fulfill the reqult...nt. of Section Zl~a of the Inherltancl and Estat. Ta. Act, Act ZZ of 1991. (72 P.S.
Section 21"'0).
PAyH[NT;
Detlch thl top portion of thl. Notlel and ,ub.lt with your ply..nt to thl Rlgl.tar of will. printed on the
r.v.r.. lid..
.~ "akl chick or aonev order plyable tal RECISTER OF WILLS, AGENT.
All ply..nt. r.calved 1n.11 'Ir,t bl applied to any Int.r..t which ..y bl dul, wIth any r...lndar applied to thl ta..
REfUND (CA);
, r.fund of . tl. credit, which WI' not r.qul.tld on thl tlx r.turn, .ay bl r.quI.tld by co~l.tlni an ~Appllc.tlon
'or R.fund of penn.ylvanla Inheritance and Elt,ta Tlx" (REY.1]1]). Application. at. available at the OffiCI of
the Rlgl,tlr of Willi, any of thl 21 R.v,nu. Dl.trlct Offlc" or by c.lllng the .p.cial 2~-hour en.w.rlng ..rvic.
nuabar. for for.. ordarlngl In Pann.ylvania l-aOO-362-2050, out. Ida Penn.ylvania and within local
Harrl.burg ar.e (717) 787-8094, TOO' (717) 772-Z2SZ (H..rlng I.palred Only).
DBJECTIONSI Any p.rty In Int.r..t not .ati.fl.d with the .ppr.l....nt, .llowanc. or dl..llow.nca of d.ductlon. or ........nt
of ta. (Including dl.count or Int.ra.t) a. .hown on thl. Notlca .ay obJ.ct within .I.ty (60) d.y. of r.calpt of
this Notice byl
-.wrltten prot..t to tha PA a.p.rt..nt of R.v,nu., Bo.rd of App.a1., D.pt. 281021, H.rrl.burg, PA 17128-10Z1, OR
--.lectlng to hava the ..tt.r deter.ln.d .t the audit of the eccount of the p.r.on.l npr...ntaUv., OR
.-.pp..l to the Orphan.' Court
AD"IN-
ISTRATIVE
CORRECTIONS I
Factu.l .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.part.ant of Rav.nu.,
Buraau of IndivIdual T'.I', ATTNI Po.t A.......nt R.vl.w unit, DEPT. 280601, Harrl.bUrg, Pi 1712a-0601
Phon. (717) 7a7-6505. S'I peg. 5 0' the bookl.t "In.tructlon. for Inh.rltanc. T.. Raturn for a Ra.ld.nt
D.cad.nt" (REY-1501) for an a.planetlon 0' adalnl.tratlvaly corr.ct.bl. .rror..
DISCOUNT I
If any t.. dua I. peld within thra. (l) calandar .onth. .ftar tha d.c.d.nt'. d.ath, . ,Iva p.rc.nt (5X)
dl.count 0' tha tl. p.ld I. allow.d.
PENALTY I
Th. 15X t.. .an..ty non-participation pan.lty I. co.put.d on the tot.l of the taM and Int.r..t .......d, and not
paid b.for. Janu.ry la, 1996, the flr.t dey .ft.r the and of the taM .an..ty p.rlod. Thl. non'p.rtlclpatlon
penalty 1. app.alabl. In the .... .annar and In the the .... tl.. p.rlod .. you would app.al the t.x and Int.ra.t
that ha. b..n .......d a. Indlcat.d on thl. notlc..
INTEREST I
Int.r..t I, charged baolnnlng with 'lr.t day of d.llnquency, or nln. (9J .onth. and ona (1) day
'roe the d.t. of da.th, to the d.t. of Ply..nt. Ta..' which b.cI" dellnqu.nt b.for. Januery 1, 1982
baar Int.r..t at the r.t. of .Ix (6X) p.rc.nt p.r ~ calculat.d at a d.lly rat. 0' .OOOI6~.
All t.... which b.~a.a d.llnquent on or a't.r Januery 1, 1982 will b..r Int.r..t at e r.ta which will vary fro.
cal.nd.r y.er to cal.ndar y..r with that rat. announc.d by tha PA n.part..nt of R.vanul. Th. appllcabl.
Int.r..t rat.. for 1982 through 1997 arll
1982
1983
1984
1985
1986
--Int.r..t
2QX
16%
IU
ux
laiC
I. calcu1at.d a.
.000548
.000418
.000301
.000356
.000274
follow.~
Vllr Int.r..t Rat. Dally Inter..t fector
19117 'X .000247
1985-1991 llX .000SOl
1992 'X .000247
1991-1994 1% .000192
1995-1997 'X .OOO2~7
V.ar Int.r..t Rat. Dally Int.r..t Factor
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca l..u.d aft.r the taM bleo... dallnqu.nt will r.flact an Int.r..t calculation to fl,t..n (15) d.y.
b.yond the data of the ........nt. If pay.ant I. ..d. aft.r thl Int.r..t coeputatlon data shown on the
Notlc', .ddltlonal Int.r..t au.t b. calculat.d.
,
-'
.
\ \ \ \ I , \
"
~C\J
t,~, .
i~/.
;:: III
.2 CIll!l
::!:"'''
c.-
a:~c(
Q)ctD.
Cl", .
-uCl
lil'~ 5
C)c.o
. CIlf/l
III u..W
-ac
~C\Ijg
-C\Il!l
::!: ::!:
.
\
-" -. ~.. ..
j
~
~
IV)
~ ;;
~ ~ ~
"<.,J "-J
" .
-.! '" )
~'Zlc:t.
'~ '
~'1
~ r ,)
~ '-<j ''1
,~ ..1 ,,~
..) 0,) ','
~ "0/
\.,~ ,~
'\
.,
I
,
,
b
"
. \~
.'.
,;'
.
)
,. ,
" .
" ,
~~ .f .
l "
'.
.
'j) . r
,) . l'\
; " ;
,
. .
,-
'"
,.;..
f
,
':
\. .
.
'.
.'
__ t ---..,.",..,..
r.. - .,-:..
----~.~~..iII.
-.---. .
.- ,..
......
II I,~\.'jF. FII.F. 11I1S RF.mRT WI1111N 'I\,{) YF^RS OF (WIT. OF IlM111 RFJ'.ARnIF.';S OF 111F. STA1\IS OF 111F.
'~'i1'A,(,f.. IF F.'iI'A'IT. IS rill' (Ul1'1J.:n'll, FIIF. A (,.12 FORH YF^RI.Y IJNJ'II. nlil'lF.l'loo.
~;'I'fI'rlf:; ItEI'llIl'l' llIlur.n ,r!~!J.r. 6. 12
""",,. or ""'''''df'"II,A(}J/~7-''-;' /\.~ r;.:J~.dli-'/I"/.L..,---
11."" or 1l"lllh,...Jt/.N'~ ').,:3, /1fti.
will "0. er b-:-_ tJrJ'/'1'}-'
^,!lnlll. ""'h"kl.f~.~v'l9J,-,._
PU,ORtI,'''' 10 Unl" fi.l;) of th.-' HlIJII'POlf'l C("III'1. fllplHlnA'
"""I'l: n"lo", r 1"1""'1. 'h" r"ll"wllll} wllh 1'''"1'",:1. 10 ""1111'101.1011 or
III" ndnllllln't"I ('"I of Ih" "11"tVf'l-f~"J1I.If1l1nd f1nt."t.nr
1. failLe wh," h"l' iloII1IIIIInLI'1l1 1,," 01 thl:' "flllIll! in !:llml't",.'l
V n")( II"
7. 1 r I h" mH1W",' In 110, nt "I" wh,," I.hn l'''l'nolllll
""l'r"flp'IIlllllvp. rBIl!Hl/lllhly hnlleveR Lhlll I.hp. 611mlllI9l1-1I1.1011
"PlI1plot.p.1
w llL \In
.1. If U." 1I11r.W"1' I.. 110. I Ifl V,,", fllilt.n 11m (ollowlllg'
II. Did Ihn ,"'I'flollnl '''I'I'ns''"lalivp. II In Il (Lllal
,";1'1","1. wl!.h I.ho COII,'I.1 V"fl...._.._ 110_,,><.,_,
h. Thn ""1'."-111" Ihl'hllll'" l:"III'l, N". (I r I1I1Y) rol'
'h" pOI'!l""IlL rep,-eflnll I.Il I. I VI>' 9 lll:COllllt 'fll
r.. I1Ld '.ho """;I11l1l1 r"l'l'nfl""ll1tlvn flt.ill.e 1111
.',.'...III1t. '"rol'llli1lly t.o UIl' pllrlln9 III illlo,'''"l1 VnFl~. ",,__.,__,
d. ClIpl"R of r..,;p.ll'tfl, ...'I""!H'R, JOllld""Fl nllrl
"1'!""fJVilI9 o( [ol'mlll (II' JII(o"lI1nl I\C:C()1I111.9 mny be filed with thl')
"p, ~ ,,( Ih.. Ol'l'hnllfl' COliI'I. 1l11I1 III/lY hp. IlU ,":11.... lo th l!l l'"POl't.
1I1l',!I/-?-'?!ii _lJ~~_o ~~ ~ <,~,~~ __
~../!f7 Slgllllllllf! (~'-
bl7.J:,J..~ _./. 6'.J,I;1,fifl'./L-r-._-,-
IIn,!!lg (I'Jp.llse !'Yl'P. "5;pr IIl1
~ ?",? ..6'.1\'/ c; -7 ,7'(:I,o'fj~/ltf
N~7:;6A,yI.~:SJ3.J.I A t5t f1A.L~cJ;;.5 -
I\..d l'I'!!l!l
~-
o~
~~~ :~
o
I{)
~
E:
co:(
,0.;
.~ ~
')
N
.... ,
" u !
\ ~, -. - , c:::l 'J>
~.-
8 ~l ,.I,)
~ "'E
me: uG
e:
1111.,1?.~,-:..!/!11_ '.'.___ __
'1'.. I. IIll.
("'I'llr:lt.y: _JS.,."Pl'fI,,",,1 IlPI'I'('flP.lllilllvn
C"III1Rn I rill- I'''''!lnlllll
1'l'!pre!lp.III.lItl VA
(IIMI, rml.' I\M.!)
I:U-:' 1