HomeMy WebLinkAbout96-01003
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
lhe Pet"loner(s) above.named swear(s) or affirm(s) that the statements In the foregoing Pemlon are true
ard conoet to the best 01 the knowledge and bene! 01 PeUlloner(s) and thaI. as personal representatlve(s) of
\he Decedent. Pelitioner(s) will well and truly adrrinister the estate according to law.
&Nom to or a1firmed and subscllbed -11/ ('; ~r;;I.:'.',,' ( )n' ,/" ..;:.,;.,-,
I
before me \his _-2l h ~ of
~ 1
DBCEMBER 10--2-6 '1 ); 1,-, .:,. ~ . {( )-,. f!.i!.( .,
~,. ,"\', 'I!'('
ll',j~f,"~ ,..(),',~~.,;,r!.I;";.. //,',1'1
MARY C. LEWIS For the Reglster':\ ."
,..... 11r
No. ::J ~OD3
Estate of LOUISE T. DUNDA. Deceased
SoclalSecurit)'No: 187-05-5273 Date of Death: October 21. 1996
AND NOW, DECBMBER 6 . 19 96 . In consideration
of the Pelitlon on the reverse &Ide hereon, satisfactory proof having been presented before me,
rr IS DECREED that Letters Iil Testamentary Q 01 Administration
II.,D.ALU.;pet'IlJetU"':dl,ll''''''~''''''~
are hereby granted to
KATHLEEN H. TOROK and PATRICIA A. FULLER
In the above estale and that the InstnJment(s) daled Al1!\l1st 9. 1996
described In the Petillon be admitted to probale and filed of record as the last Win of Decedent.
FEES
Letters .....--.....-..... $
( ~) Short Certificate(s) -- $
ReoonciaUon -...--. $
Alfidavlts( )--- $
Extra Pages ( )- $
Cocicll ._.___.....-... $
JCP Fee ___..._.._ $
Inventory -..--....-.. $
Other ....................... $
TOTAL _...... S
235.00
18.00
'Iii.:.} 'I (/i~u~ ~.., \..lr Iii (}y..U\.il..'\ ~
MARY C. LBWIS Regi&l8rOCW.nS
AIIorn.)': GUY F. .IA TrIIE\,S . ESQUIRE
lD.No: 31484
9.00 Addr...: 344 !,est Front Street
~led ia. PA 1-9063
5.00 Telephonl: (610) 565-'3700
267.00
F<wm,RW.I 1'aQ02 012
Prf90ttd by ... p,... .,""" llIf .uooddon 1001
IEa~;t lOUl altt- ml.'~;htlltl'ltt
OF
LOUISE T. DUNDA
I, LOUISE T. DUNDA, of Camp Hill, Cumberland County, Pennsylvania, hereby
revoke any prior Wills, Codicils or writings in the nature thereof and declare this to be
my Will.
DISPOSITIVE PROVISIONS
1. I authorize and direct my Co-Executrices to pay my legally enforceable
debts and funeral expenses as soon as practicable following my death.
2. I give, devise and bequeath my entire estate, both real and personal,
together with all policies of insurance relating thereto, in equal shares, unto such of my
children as are living at the time of my death and to the issue then living of such of my
children, as may then be dead, per stirpes.
ADMINISTRATIVE PROVISIONS
3. I appoint my daughters, KATHLEEN M. TOROK and PATRICIAA. FULLER
as Co-Executrices under this my Will. My Co-Executrices shall not be required to file
a bond or furnish surety in any jurisdiction.
4. I authorize my Co-Executrices to exercise the following powers, in addition
to those given by law, to be exercised in their sole discretion:
a. To retain any real and personal property which may at any time form
part of my estate, without regard to diversification, risks, non-productivity, or whether or
not such investments be of the character permissible for investments by fiduciaries.
b. To invest in any real or personal property without restriction to legal
investments.
c. To keep reasonable amounts of cash in bank uninvested if deemed
advisable for the protection of principal.
d. To repair, alter, improve or lease, for any period of time, any real or
personal property and to give options for leases.
e. To sell at public or private sale, for cash or credit, with or without
security, to exchange or to partition any real or personal property and to give options for
sales or exchanges.
f. To compromise claims without Court approval.
5. All principal and income shall, until actual distribution to the beneficiary, be
free of the debts, contracts, alienations and anticipations of my beneficiary, and the
same shall not be liable to any levy, attachment, execution or sequestration while in the
possession of my Co-Executrices.
IN WITNESS WHEREOF, I sign, seal, publish and declare this my Last Will and
2
Testament in the presence of the persons witnessing it at my request this 11~day of
a~-4f.
,1996.
t' . 1
.' , .-....' "-
;r..-t,..l.Lc1.Ji./ :/, 1,J _ll"-'J i'l.J
LOUISE T. DUNDA .
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named LOUISE T.
DUNDA as and for her Last Will and Testament, in the presence of us, who at her
request and in her presence and in the presence of each other have hereunto
subscribed our names as witnesses.
i?~.J'.rl'; fl. ':4jJlf!.pA -"
-Ir<'rt.J",,',.-1 /'}ff. ,./Y2t</:, ,
3
/3
6
.OR OATIS 0. DIATH "nlR 12/31/91 CHICK HIAI
II A SPOUSAL
POVIRTT CIIDn IS CLAIMID 0
riLl NUMBIR
;).. I - Il)% - IOl.> ~
COUNTY CODE
IU.Y.UOO lit t7,'HI
1 ~-- /l/_">
\ INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
. WITH REGISTER OF WILLS)
YEAR
NUMBH
~
...
ffi
..
..
u
..
..
CQMMONW(AUH Of '(NNSYlVAtuA
OIP.I'M(Nl O' I(Y(NU(
Of" ltObO'
HAUI$lUllG,'''' 111110601
O(CA.D1N1'S NAM( IIAU, '11'1, AND MICOll IHI IALI
LJ\AtJ ~ }....o"'i~<!.. \.
SOCIAl ueVIlll NU""III OAII 01 OlAIH
'5-4-11
o..nel'IUtl
CIUDtNI'!!. (OMmn ADDIISS
I) F"...,'.....,,~ {Jr"v-c.
Co.""pl-l,ll, I"~ /1011
CO," CLA""'I,l',r\ """J
A""OUNI IteflvtO I!lU ItnTtUC110tt!l1
(I' "'loCUIl! ,Uhl.,"'Q ~rouu ''''''''1 II"''' ,.." ""0 "'0011 ,",II'Ll
OJ
Remainder Rttur"
(lor dal" of death prior to \2.13.62
Fed.ral E'lale 10. Rttu,n Required
Lq-I -O~ - ~;L -, .,
1\)-2.1-
..
...
w:!5'"
ua:"
....u
x"o
ua:-'
t"
..
o 2. Supplemental R,lurn
li2'1. Original Relurn
o 4. limiltd E'lotl 0 Ao. Fulur. Inler.s' Compromise
(for doles 01 deoln ofter 12.12.821
~6. Deceden' Died Testole 0 7. Deceden' Moinloined 0 li~in9 Trus'
(Anocn copy of Will) (Attocn copy of Trusl}
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: .
NAlH J1 ,aMPlEr[ M",llING "'OOItU
~"t""C'o. 'l. F.... IIrr ,;2.. J....t:e:/-t: ft...... lI.o",J
",,,HON' HU"'" c.c..""'r1 \\" \\ II ~ 1111 II
, ID '> - q 1 <f S ,-
05.
o B.
TOIOI Number 01 Safe Deposil Bauls
,...
..z
....
",0
"'z
8~
(11 JLL'50, Oth)
(21 . t)
(JI LJ
(41_~O
( 5) ---'!Lr;{-/5.l2O.
(61 #-"3t, r-f2-0~-
(71 ()
(ql / ~ / 107, /t/
o
(BI / !s,t?/ S-t~. / '-I
-,
(II) / :< , /01 )-/
(12) -/5i.;3 r / () ..)
(lJ)
(141 DtJ
X._= JJ/A
~ .06 = ~. 3~3, 9L/
,
X .15 = tJ
(lBI :1; 1 3 r:s Cft.j
/
(lql 9; h'fD. tJtJ
(201
(211 117'13. ?t(
(21AI 7t/3 ~V
(21S1
z
o
;::
:s
::>
~
;;:
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..
a:
1. Real Estale (Scnedule A)
2. Slacks and Bonds ISchedule B}
3. Closely Held Slack/Parlnetlnip Interesl tScnedule C)
4. Morlgogl\ and Notes Recei~able (Schedule 01
S. Cash. Bonk Deposits & Miscellaneous Petlanal Properly
(Sch.dul. EI
6. Jainlly Owned Property (Schedule F)
7. Tron,I...(Sch.dul. GI(Sch.dul. L)
8. Talal Gran Aue's (!ololtines t.7)
9. Funeral Expenses, Administrali~e Costs. Miscellaneous
Expenses (Scnedule H)
10. Debts, Mol1goge liabilities, liens (Scnedule II
11. Total DeduC'ions (!alallines Q & 101
12. Nel Value of Estale Iline 8 minus line 11)
13. Cnorilable and Governmental Bequests (Schedule J1
14. Nel Value Subject 10 Tax (line 12 minus line 13)
,-~;- ,
(101
15.
lb.
17.
z
0
ii lB.
... Iq.
::>
..
,.
..
u
" 20.
..
...
21.
Spousal Transfetl (for dotes of dealn after 6.30.94)
See Inslruc1ions for Applicable Percenlage on Re~ene
Side. (Include ~alues horn Scnedule K or Scnedule M.)
Amount of line 14 taxable at 6% role
(Include values from Schedule K or Schedule M.)
Amount of line 14 toxoble 01 15% role
(Include values from Scnedule K or Sctledule M.)
Principal lax due (Add tOlt from lines 15, 16 and 17.)
Credits Spousal Poverty Credil /jiar Payments
/) + ~tJJ'./J.) +
If tine 19 is greoler than line 18, enter lhe diKer.nce on tin. 20. Tn;s is Ih. OVERPAYMENT.
U O''':r.r.I''.['''~''I'''I'I'.'II''I''''l'I~UlIl....,...nT:T:II':'I'''1.1'1.'l.",U~'J"["'''
(151
(11:19-,,/ '3 11. 00
D
(17)
~'1;n.
~ tJj) -
Interest
If Une 18 is grealer Inon line 19, enter lhe diK.r.nce on line 21. This is the TAX DUE.
A. Enter Ih. inleresl on Ihe balance due on Une 21A.
B. Enler Ih. lota1 of line 21 and 21A on Une 218. Thil is Ih. BALANCE DUE.
Make Chick Payable tal Regllte, of Will., Agent
ft'1>.'<c:. . ~'BESURETO ANSWEJll' ON REVERSESlDEANDTQiREOlECKMATIl.i<:i:
Und., p.noW.' 01 p..jury. I d.clo," ,ho'l hove .,am;n.d ,h;, r.'urn. ;nclud;ng occampony;ng sch.dul., and ,Iotom.nll. and 10 ,h. b.,. 01 my knowledg. and b.I;.I.
.1 is lrue, corred and camplell. I declare thai all real estal. has bl.n reportecf at Irue market ~olu.. Declaration of preparer atner Ihon Ih. personal r.presenlali~~ i\
based on all informalian of ..nich preparer nos any knowledgl.
SIG ...IU.fO!..'(.SQH.Uro laL(fO.fllINQ IU.H "'OO.US ,W ~ 170lLAn -Z -c5 -9-'
!lIGNAlUl( Of 'U,....U 01t1(. 1t1 .('It!l(NI...TlV( Aoo.ns DAn
Act .48 of 1994 provide. for Ihe reduction of Ihe lax role. Impo.ed on Ihe nel value of Iransfe" 10 or for
Ihe u.e of Ihe .pou.e. The ral.. a. pre.crlbed by Ihe .Ialule will be:
e 3% (.03) will be applicable for e.lale. of decedenta dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for e.lale. of decedenta dying on or after 1/1/96 and before 1/1/97
. 1% (.01) will be applicable for e.lale. of decedenl. dying on or after 1/1/97 and before 1/1/98
. Spou.al Iran.fer. occurring on or after 1/1/98 will be exempt from Inheritance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (..-) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, .......................................................
b. retain the right to designate who sholl use the property transferred or its income, ...............
c. retain a reversionary interest; or ...................................................................................
d. receive the promise for life of either payments, benelits or care~ .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration9 If death occurred alter
December 12, 1982, did decedent transfer property within one year of deoth without receiving
adequate consideration9...................................................................................................
3. Did decedent own an 'in trust for' bonk 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.
\ .
"~'iOtl..(H"
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.. Print or T .
FilE NUMBER
fJ./- /19/.?- OtY3
.
COMMONW!AlTH O. PlHHS'fLVAHIA
IHHllnANCt TAX InUIN
.UIDIHl DICIDIN'
ESTATE OF
Lt>~ -r:
ov~OA
(All pro...rty lolntly._n.d with tho Right 01 s...lvonhlp m." bo dl"lo..d on S,hod.l. Fl
VALUE AT
DATE OF DEATH
I 1/50D. OU
11' /1 0/)0. 0 D
ITEM
NUMBER
DESCRIPTION
I .
Ht/rA~
Iq1~
r,;fl.k~tf~b~
f) La ft1 ota:L.1E
A-rY.I t!. LiJ;jI:;JJ t,
O~ /I <if
J..
(Attach additional 8'11" )( "" ,h..t. if ma'" .pace i, need.d.l
"V.IJO"'''IIJ.'''
.
COMMOHWfAUH O' PlNNS't'lVAN1A
INHUIlTANCE TAl UTUIN
USlDENT DECEDENt
SCHEDULE F
JOINTLY-OWNED PROPERTY
UTATE OP
FILE NUMBER
d./- 19'1b- /003
l.olJ:r5t5
Joln"anGn'(.I.
NAME
A. f',)~, f/r{~4rA
ADDRESS
7;;J. '-lr'V/.. ~ /(u rJ 1<0,10
~ft1 fJ }trLL / (J ,4.
RELATIONSHIP TO DECEDENT
OAV~~
B.
C.
Joln'ly-ownad p,oparty.
ITEM LmER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
FOR
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A ~/Z1/~ PNt!. 6A-rJ/C e.~" 'rt I d 7$. 7t.f 1" 5?1. .3 7
5b?o
!tW>J~
#51-tJDZ7-ISb8
~. A 1/2I/r:. PtJt! 6,4fJl S"AltZ:rJ# , ~ ?33.Sl/ 5'tJ ~L tI 17/
!JCLf)tJ K . 11b.7
# 5'/ - 3 D/ ~ - f7t./ S
3. A 1/1117 ? fNt!.. gA-rJ)t. It
5 5jOCV.Ll~ SD~
e. t:11.:n f It:./f$ 4t IJf/J /7;5oIJ . tJ
Z}OO/ o3tJ qr.jr
TOTAL (Aho antar on lina 6, Rocopitulotion) S _":Y", I OOb. I
7
o
'-I
(II more spac. is n..d.d insert additional sheets of some siz.'
l SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEo.US EXPENSES.. 1_ ... Ple,,'!.'prlntorJ)'P! .
FILE NUMBER
:J-J- /11{,,-!Ou'3
I AMOUNT
I
_nnwtlf VIII
-t.~~
COMMONW[AtlH Of '(NN!lYlVANIA
INH(llfANCI IAI UIU_N
I(SIO(Nf DfClOfNI
UTATE OF
LD~ /. OvrJ{)A
ITEM I
NUMBER
A. Funeral Expenle..
f'rlAl..kAZ::t:" f'~1- HtJf'/I€; - IJ rJf}6AjJf~J." ArSP
1.
"'(,I2fhWlJ/I.'TftrILAoJ TD tV e-.J t/~e{
~. C~LLO PV~~jJt... fli)(Yrff, LA V~€L-J f'J8rJ .:f~eJ
f~ 6JlA'- PA flwjL M? "'fl-kJ sft-YJ. '7%/ aJ 7lJ C€ftI6ftl-
J. X. Gt-;tr/lV1Je I~ e€fYlB{jJ;<i UX I {1i)WNrAJ f'J;:f
if. i 6t?/l~~,.lt etJb;lA\CI}lb - f<~.I;11&L'5 fWql'=>
B. Admlnl.tratlve COlt..
o
DESCRIPTION
1.
Personal Representative Commissions
Social Securily Number af Persanal Repre.enlative:
Vear Cammi..ian. paid
2.
I
I
,Allarney Fee.
!
o
CJ
3.
Family Exemptian
Claimanl
Relalion.hip
Addre.. af Claimant at decedenl'. dealh
Slreel Addre..
City
Stale
Zip Cade
4.
Prabate Fee.
C,
Mllcellaneaul Expenlel:
furJel-/J~ f2t:N'/J €I-
-r€:l& PdtJ~'G CAU5 -rD NlX7PL/ RrELIfr7rlf:.5
Or ~c.~fJ8I\ 15 tJfE,!Ffl1
~s .~~ f!.L/J5~ Af}Jfift::rJS'€(l1~ V'IJ
6'~ ~~(!e L,o/f(/?UJf-iJ&.J~
/X/J.,r06? fJfv.I;O ON M~JyVl €;t<1J ICe
OtJ~ /t/Jf'II~~/./f::r/W
!<€.IJL- ~~ YIJ'I&~ I Jb:f) ON f(e:iJ:{J~ f!&.
/J IJfLytlb MM.;l:'rJ $~~ (L/JiJixJ .
ee~6 ~C9r,&; 5 l;yr otJ
1.
2. -
3._
4.
5.
6.
7.
8.
TOTAL (AI.a enler on line 9, Recopilulolion)
(If more Ipace II needed, Inlert addltlonollheetl of lame Ilze.)
it 1/, 5t.jy 00
11 / I Lj f 5: tJa
8'vo.u.;
13 { g7
o
D
D
~d.b7. vO
4" f7~ tJ,)
1/ / y5, b7
II 1d-.50
JI/,D/t,.. /v
/ I 6J3. 00
-:? '370. tJu
SOD, tJ;)
s /~ 07/1)
IIv.UlJU.IJ'1)
L
.
COMAlONWIAl!HO' .fNNIWlYANIA
IHNllll,\Hel 'UIIN'N
..llDIHl DIC,DIN'
SCHEDULE J
BENEFICIARIES
FILE NUMBER
;l.1- 1'I9(.,-ID03
ESTATE OF
L..o \.\1 S e. T. ()\'IN d."
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1.
A. Toxable Sequel":
P",il"l'C."" A. h II",.
f<()" 1::h I eel\J VV\. 10 fC k
I,Q" '" '5'd P,
.)0 lu
O"'''J~j...,;'
50 Diu
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitoble and Governmental Bequ81ts:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13. Recapitulation) S
(II moro spoco II n..dod, Inlort oddltlonollh.... ollomo 11101
1Ea,t ]Mill ann (tC,htlltCltt
OF
LOUISE T. DUNDA
I, LOUISE T. DUNDA, of Camp Hill, Cumberland County, Pennsylvania, hereby
revoke any prior Wills, Codicils or writings in the nature thereof and declare this to be
my Will.
DISPOSITIVE PROVISIONS
1. I authorize and direct my Co-Executrices to pay my legally enforceable
debts and fllneral expenses as soon as practicable following my death.
2. I give, devise and bequeath my entire estate, both real and personal,
together with all policies of insurance relating thereto, in equal shares, unto such of my
children as are living at the time of my death and to the issue then living of such of my
children, as may then be dead, per stirpes.
ADMINISTRATIVE PROVISIONS
3. I appoint my daughters, KATHLEEN M. TOROK and PATRICIA A. FULLER
as Co-Executrices under this my Will. My Co-Executrices shall not be required to file
a bond or furnish surety in any jurisdiction.
4. I authorize my Co-Executrices to exercise the following powers, in addition
to those given by law, to be exercised in their sole discretion:
a. To retain any real and personal property which may at any time form
- -----..----..-.-. ----..-". .~- ...
part of my estate, without regard to diversification, risks, non-productivity, or whether or
not such investments be of the character permissible for investments by fiduciaries.
b. To invest in any real or personal property without restriction to legal
investments.
c. To keep reasonable amounts of cash in bank uninvested if deemed
advisable for the protection of principal.
d. To repair, aller, improve or lease, for any period of time, any real or
personal property and to give options for leases.
e. To sell at public or private sale, for cash or credit, with or without
security, to exchange or to partition any real or personal property and to give options for
sales or exchanges.
f. To compromise claims without Court approval.
5. All principal and income shall, until actual distribution to the beneficiary, be
free of the debts, contracts, alienations and anticipations of my beneficiary, and the
same shall not be liable to any levy, attachment, execution or sequestration while in the
possession of my Co-Executrices.
IN WITNESS WHEREOF, I sign, seal, publish and declare this my Last Will and
2
Testament in the presence of the persons witnessing it at my request this q";idayof
a~
,1996.
-;
oJ , .;-;' L ~
.A .~l..L~ J. 'A ~.
LOUISE T. DUNDA
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named LOUISE T.
DUNDA as and for her Last Will and Testament, in the presence of us, who at her
request and in her presence and in the presence of each other have hereunto
subscribed our names as witnesses.
'f?;j;-~~", fl. ':=f.B# f.rA ...
-t'-r(';-t..I.l:,Y< /")H. LY!~ ,
-
3
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF 0~\)'-tv~
SS
We, the Testatrix and the witnesses, respectively, whose names are signed to the
foregoing instrument. being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix, in the presence and hearing of the witnesses, signed and
executed the instrument as her Last Will and Testament and that she had signed
willingly, and that she executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witness, and that to the best of their knowledge, the Testatrix was at
that time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
''f~~l-lA-<. ~ ;9 ~~,
Testatrix
'-1::::zt/d'.:2r/ -?Y' : t:M ~/;;
Witness
-far~~ a."fdtA
Witness -
to and acknowledged before me by
, the Testatrix, and subscribed and sworn to before me
anM\i1,~ \L ,f ~ H{J ,witnesses,
this
day of
4
Nc:a.":zl Seal
Mal'/ M. wttte. Nc'.ar/ NlIc
M<= Bcm. Celaw:W c".",1V
MyC~.,E.J;ptesFCb.Z1. ~991
~...;..i"';':i::. parr.$'jt;arolB~c:t-!O'';J.es
IS-/t/5 -/3
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
.~~{l
~'
c"
BUREAU OF INDIVIOUAL TA~ES
(NnUI lANCE tAX DiviSION
DlPI. :aObOI
tl.lAAISBUAG. PA 111:6-0b01
NOTICE OF INHERITANCE TA~
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIONS AND ASSESSHENT OF TA~
1I,.\hlll tU 11'.'11
PATRICIA A FULLER
72 LITTLE RUN RD
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
12-22-97
OUNDA
10-21-96
21 96-1003
CUMBERLAND
101
LOUISE
T
A"ount R."Ht.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:i54i-EiCAFP-foii:ij'rnioYicE--o,;--iiiHEiiiTANCE-i'-AX-iippRiiisEHEij:r;-,m:OWANCE-oR'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DUNDA LOUISE T FILE NO. 21 96-1003 ACN 101 DATE 12-22-97
TAX RETURN WAS, 1:'< I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Schedule Al
2. Stocks and Bondi (Schedule 8)
3. Closely Hald stock/Partnership Int.r..t (Schedule C)
4. Mortgage./Nota. Receivable (Schedule DJ
S. C.sh/Bank Deposits/Hllc. Parlonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfars (Schedule G)
a. Total AI..t.
) CHANGED
HOTE: To Insure proper
credit to your account,
sub"it the upper portion
of this for. with your
t.)( pay..nt.
130,000.00
.00
.00
.00
2.500.00
36.006.14
.00
18l
11)
(2)
13)
14l
15)
16)
\71
168.506.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens../Ad.. COlts/Kise. Expanse. (Schedule H)
10. Debts/Hortg-g. Liabiliti../Llana (Schedule II
11. Tot.l Deduction.
12. Hat Value of Tax R.turn
13. Ch.rlt.bl./GoY.rn~.nt.l 8aqu..tIJ Hon-alectad 9113 Trults (Schedule J)
14. N.t V.lu. of Elt.t. Subj.ct to T..
(9)
110)
12,107.14
.00
1111
112l
113)
114)
1'.107 14
156.399.00
.00
156.399.00
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Aftount of Line 14 at Spousal rat. (15)
16. AMount of Lln. 14 taxable at Lln..I/Cla.s A rat. (16)
17. AMount of Line 14 t.xable .t Collat.ral/CI... 8 rat. (17)
18. Principal Tax Dua
NOTE:
.00 ~ .00=
156,399.00 X .06=
.00 x' 15=
U8)
.00
9.383.94
.00
9.383.94
TAX CREDITS:
PAYHENT
DATE
12-05-96
07-17-97
DISCOUNT 1+)
INTEREST/PEN PAID 1-)
432.00
.00
AHOUNT PAID
8.208.00
743.94
RECEIPT
NUHBER
AA184926
AA211555
TOTAL TAX CREDIT
BALANCE O~ TAX DUE
INTEREST AND PEN.
TOTAL DUE
9.383.94
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ItR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION; [.tat.. of d.c.dent. dying on or before nlc.~.r Il, 1911 .. If any futurl Int.r..t In thl ..tat. I. tran.f.rrld
In Po.....lon or .nJay..nt to Cia.. a (collat.r.l) b.n.flclarl.. of the dlc.d.nt .ftlr the ..plratlon of any a.tat. for
Ilf. or for y..r., the Co..onw.alth h.r.by ..pr...ly r...rv.. tha right to appr.I.. and ...... tran.f.r Inherltanc. ,....
at the lawful Cia.' B (coll.t.ral) rata on any .uch future Int.ra.t.
PURPOSE Of
NOTICE;
To fulfill tha requlra.ent. of S.ctlon l140 of the Inhlrltanca and E.t.t. Ta. Act, Act 21 of 1995. (72 P.S.
Section 91"0l.
PAYft[NTI
Oatach the top portion of thll Notlc. and lub.lt with your pay..nt to tha R.gl.t.r of Will. prlnt.d on the rav.r.a .Id..
""ak. check or .on.y ordu payabl. tal REGISTER OF MILLS, AGENT
REFUND (CR);
A r.fund of eta. cradlt, which w.. not r.qu..t.d on the Ta. R.turn, .ay b. r.qul.t.d by co~l.tlng an -Appllc.tlon
for Rafund of P.nn.ylvanl. Inh.rltanc. and E.t.t. T..- (REV~1111). Application. ar. .v.ll.bl. at the Offlc.
of the R.gl.t.r of Will., any of the 21 R.v.nu. Ol.trlct Offlc.., or by calling the .p.cl.1 2"-hour
an.w.rlng ..rvlc. nuab.r. for fora. ord.rlng; In P.nn.ylvanla 1-800.162.2050, out.ld. P.nn.ylvanla And
within local Harrl.burg .r.. (717) 787.109~, TOOl (717) 772-2252 (Ha.rlng IIPalrad Only).
OBJECTIONS; Any perty In Int.r..t not ..tl.fl.d with the .ppr.I....nt, allowanc. or dl.allowlnc. of d.ductlon., or .......ant
of ta. (Including dl.count or Int.r..t) a. shown on this Notlc. .u.t obJ.ct within .I.ty (60) day. of r.c.lpt of
this Notlc. by;
..wrlttan prot..t to the PA O.part..nt of R.v.nu., loard of App.al., n.pt. 211021, Harrl.burg, PA 17121-1021, OR
...Iactlon to have the aatt.r d.t.rlln.d .t audit of the account of the par.on.l r.pr..antatlv., OR
--.pp.al to thl Orphan.' Court.
ADMIN
ISTRATlYE
CORRECTIONS;
ractu.1 .rror' dl.cav.r.d on thl, ........nt .hould b. addr....d In writing tal PA n.part..nt of R.v.nu.,
Bur.1U of Indlvldu.1 T...., ATTNI Post A.......nt R.vl.w unit, O.pt. 280601, Harrl.burg, PA 17121.0601
Phon. (117) 717.6505. 51. page 5 of thl bookl.t -In.tructlon. for Inh.rltanc. Ta. R.turn for a R..ldlnt
O.cldlnt- (R[Y.1501J for an ..planatlon of adalnl,tratlvlly corr.ct.bl. .rror..
DISCQUHh
If any t.. due I. paid within thr.. (1) cal.ndar .onth. aft.r tha d.c.d.nt', d..th, . flv. p.rcent (5~) dl.count of
thl tax p.ld I. allow.d.
PENAL TVI
Th. IS~ ta. .an..ty non.p.rtlclp.tlon p.nalty I. coaput.d on the tot.1 of the t.. and Int.r..t .I....ad, and not
paid b.for. January II, 1996, the flr.t day aft.r the .nd of the ta. aan..ty p.rlod. Thl. non.partlclpatlon
p.nalty I. .pp.al.bla In tha .... .annar .nd In the the .... tl.. p.rlod .. you would .ppa.l tha ta. and Int.r..t
th.t has b..n .......d .. Indlcat.d on thl. notlc..
INTEREST I
Int.r..t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) aonth. and on. (1) day fro. the data of
d..th, to the date of pay.ent. T.... which b.ca.. d.llnquent b.for. Janu.ry I, 1912 b..r Int.r..t .t the rat. of
.1. (6~) p.rcent p.r annua c.lculat.d at a d.lly r.t. of .000164. All t.... which b.ca.. d.llnquent on and aft.r
Janulry 1, 1912 will b..r Int.r..t .t . rat. which will vary frol cat.ndar y.ar to cal.ndar y.ar with th.t rat.
announc.d by the PA D.part..nt of R.v.nu.. Th. appllc.bl. Int.r..t r.t.. for 1982 through 1991 ar.1
'!!!! Inter..t Irat. Dally lnt.rnt Factor :!!!!' Int.rnt Rat. Dally Internt r.ctor
1982 ZOX .0005"8 1987 9X .000241
1911 lOX .000"38 1988.1991 11~ .000101
198~ 11~ .000101 1992 9X .000247
1985 13~ .000356 1991.199'- 'X .000192
1966 lOX .00027" 1995.1998 9X .000247
..Int.r..t Is calculat.d .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlc. I..ued aft.r the taM b.co... d.llnquent will r.fl.ct an Inter..t calculation to flft..n (IS) d.y.
b.yond the date of the ........nt. If p.y..nt I. ead. .ft.r the Int.r..t co.putatlon d.t. .hown on the
Notlc., additional Int.r..t au.t be c.lculat.d.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
/r/ll/<;(c
,
l>t.t N f>1\-
Date
of Death: 11:)/ ::nl ci?
I __ I
No. J. \ \.f (, I () () :)
'J". r")
Admin. No. _l'l( \Ot.)...::,
Will
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1, State whether administration of the estate is complete:
Yes V No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes ~ No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative staye an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report,
Date: /O/-;JI! qq
I
~. -il,l
.7'. (.U(L.V rt;"'z J
Signat.ure
f{r,1 bJt:l" ,., I~:
Name (Please type
To r-:c L-
or print)
) /') . J~.J-1.'-k: '
1,::;'/(1 H (.,\1"11- .<)en I:
Address I
L- () wet\.. (" l;';'1" edo I
(.:?I)) b2..'tr' -'1/41
Te I. No.
lj 'v1liC.
e1 ('1002
Capacity:
v
Personal Representative
(KAH: rmU AM))
Counsel for personal
representative
v
STATUS REPORT UNDER RULE 6,12
Name of Decedent:
i.OUI.S -<"~ -There.~ l;c. /)//",,',-(
Date of Death:
Ocft,hcr- ,;>,1 1<;9C-
I
Will No.
.:{ I q 0 - I{J(J :3
Admin. No. .:? 1';1[. . /0 "3
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes Y No
/ .
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c, Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 9-8 - 99
!;h~c-(."",- du..t.&",-
Signature
ro fro C I "- ~I/t!."
Name (Please type or print)
7;), L./tle rev/) R.d '
Address Cct/l1f'/!.I/, f'/J ,7,1 II
., /'7 a -
(1/7) ;,,-:,- '1 I ~
Te I. No.
Capacity:
x' Personal Representative
Counsel for personal
representative
(HAH: rmU AM3)
'.