HomeMy WebLinkAbout96-01011
No. 71 - % - 1011
Estate of
.J. IInrolll I'hllllllH
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW December g , 19~, in consideralion or Ihe pelilion on
Ihe reverse side hereor, salisractory proor having been presented berore me,
IT IS DECREED Ihallhe InSlrument(s) daled Februarv 25 , 1983 (, December 4, 1987
described Iherein be admined 10 probate and filed or record as Ihe lasl will or .J, lIa ro 1d Ph illi ps
and Leners Testamentarv
are hereby granted 10 Richa rd D, Hammann
J~i]' ,~
1 I. '.
-? i ~ 1 (q, /'
/J;ilb.l . .( If, Il17 .1 ,IUA - It f) f!b ~ .
I I Resister or Wills L- 0
l- MARY CLEWIS
FEES
John H, Broujos, I,D, 06268
AlTORNEY (Sup. Cl, I,D. No,)
4 N, lIanover Street, Carlisle, PA 17013
ADDRESS
:170,00
60.00
Probale, Leners, Elc. "....... $
Short Certmcales(?~ .... ,..... $
Renunciation,.,...,..,...... $
X-Pages $ 9.00
Codicil lB,SO
JCP TOTAL - $ ~.90
Filed ,m.~~~~~..~,. ,l.~~(>...,.. .~,~~,.,'iO
717/243-4574
PHONE
Q:,;
Called attorney on 1?-Q-Q6,
[10;:,.;,. :i
r:
'96 UIC-5 P3:58
ell;:,
Cun, .
It
".
_" ;,1,,\
...
-
III ~~n~
. t "" !iU~
....
..J
. t ..J
....
:r:
+H ""
9 8~~~1
~ ~ ~<~~t:
.
~
'-',.. :.
...........'.
.
..
W 1 L I.
I, J. IIAROLllI'IIlLI.lI'S, Of 928 Forbes Iload, Carlisle, Cumher1and County. Pennsylvania.
declare this to he my last will. 1 rcvokc any othcr wills und codicils that I muy
prcvious1y havc mudc.
ITEM ONE, My just dcbts und expenscs of my lust iJ 1nl'ss, funcru1. and adminis-
tration of my cstatc shull be puld by my executor from the prlncipu1 of my
residuary estute as soon as pl'llcticub1e aftcr my dcath.
l'I'E~1 TWO. All inhcritance, estate. and succession taxes (including interest and
pena1tes thereof but not including uny geaeration skipping tax) payable by reason
of my death shall be paid out of and be charged generally aguinst the principal of
my residuary estate without reimbursement from any person. This provision is not
a waiver of any right which my executor has to claim reimbursement for any such
taxes which become payable on account of any property over which I have a power of
appointment,
ITE~1 TIIREE, I give, devise and bequeath all of my personal belongings, consisting
of any automobiles, household effects, and personal effects. to my daughters,
SUSAN 1'. lIi\lol/olANN and SARA ANN PIlI LLI 1'5, equally. or to the survivor thereof.
ITEM FOUR, I give, devise and bequeath all the rest, residue and remainder of my
entire estate, wherever situate, in which I may have an interest at the time of
my death, not otherwise effectively disposed of, but not including any property
over which I may have a pOlier of appointment, to Trustee under Trust Agreement
executed on February 25, 1983, between me and FARMERS TRUST CO~IPANY, Trustee.
Such property shall be added to the corpus of such trust and held, administered,
and distributed by the Trustee in accordance with all the tenus and conditions of
such Trust Agreement. Thc receipt by the Trustee shall be a full dischalge to my
executor for the distributor of such property, Upon such distribution to the
Trustee, the administration of my estute shall cease with resp<,ct to the assets
then passing to the Trustee,
ITEM FIVE, In addition to the rights and powers given to fiduciaries by law and
elsewhere in this will, I give to my Executor during the full time necessary
for the administration of my estate the following rights and pOliers to be exer-
cised in his sole discretion,
A. To retain any real or personal property which may ut any time form a part of
my estate so long as he or she deems it advisable.
B, To invest in any real or personal property without restriction to legal invest-
ments,
C, To repair, alter, improve or lease for any period of time any real or personal
property and to give options for leases.
D, To sell at public or private sale for cash or credit with or Idthout security,
to exchange or to partition real or personal property and to give options for
~~ leases.
~ E. To make distribution in kind.
F, To compromise claims.
ITE~1 SIX, I appoint RICHARD D. lIi\loll-lANN Executor of this my last will. Should
he fail to qualify or cease to act as Executor, 1 appoint my daughter, SUSAN P.
lIi\lol/olANN to act as Executrix with the same rights, powers and duties, Should she
fail to qualify or cease to act as Executrix, I appoint my daughter SARA ANN
PHILLIPS to act as Executrix with the same rights, powers and duties.
ITEM SEVEN, I direct that my Executor shall not be required to give bond for the
faithful performance of their duties.
Page One of Three Pages
."
~.
',.
.
,
.
,
....
IN WITNESS WlIEREOF, I have hereunto set my hand this p. J day of Pebruary, 1983,
SIGNED~~f~~~
~
The preceding instrument, consisting of this and two other typewritten pages, each
identified by the signature of the Testator, J. HAROI.n 1'111 LLII'S, was on the day
and date thereof signed, published and declared by J, HAROLD I'II1LLII'S, the
Testator therein named as and for his last will, in the presence of us, who at
his request, ill his presence and in the presence of each other have subscribed our
names,
c ' ""
\ ' .-
,,\ j ,I \IS ~\/--.
;....J" , '-\ - ~...\....( r =----a
f) .
. (lj,~,-, ~1 :JIAJ1J!..~
)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
We, .J6~"\\ \\. '~<?l.......~l'C'~ and J.~ T 'l~."..\c.<>- ,the witnesses whose
names are signed to the attached or foregoing instrument being duly qualified
according to law, do depose and say that we arc present and saw the Testator sign
and execute the instrument as his last will; that J. HAROLD PHILLIPS signed
willingly and that J, HAROI.D PI\1LLIPS executed it as his free and voluntary act for
the purposes therein expressed; that each of us in the hearing and sight of the
Testator signed the will as witnesses; and that to the best of our knowledge the
Testator was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence,
r-----:>
\\~) '''~I'
, )
f\ n '
, ~il.;i"~_ fbUJJ'--.
\\ (
'\ \
',---
Sworn to and subscribed
before me this
L't':-,
;)'i day
of February, 1983,
D~y\ '~~ ~QQt\I\Ct'-='
Notary~lic i" .,' '''_ ,y,(,l:. (.J;".,t...\. r\,r~''''! '
('u .., t f " \'. ,'.f \ ('t '.' ..' \ 'I {r., 1,'.1 C \ ')f , (.
\", }
~"'\'\lI"\1 Iq,lq~7
Page Two of Three Pages
..". .
.
~' '..
"
"
COMMONWIlALTII Oil PIlNNSYLVANIA
COUNTY OF CUMBIlRLAND
SS
I, J. JlAROLD PIIILI.IPS, Testator, whose nome is signed to the attached instrument,
having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my last will; that I signed it willingly; and
that 1 signed it as my free and voluntary act for the purposes therein expressed,
Sworn and t{firmed to and acknowledged before me, by J, JlAROLD PIIlLLIPS, Testator
this .95 day of February, 1983,
,
~~a~~
, JlAROLD PIU LLI PS .
Q~:Y'I:t\ C(t,,,,cv~
otary puM ..
~,,<v.. ful:. Q..\n f(\'C"" \'0:.lfd'l
0....."\:,\'dn.,,A Ch\\h\'11 (arlo~\e.. (~~(C,.'
~"",C\.(' ~ Il\. IC)~I-I.
Page Three of Three Pages
~..r
\"t"
____ L
-
&
j". t ~
..~ . :t
~..... '}
8~~
~. -"
R',""
" "
c'
r' '
'9~ \In:-G
Ck
CUi
,,' ~
.' '."
nO-\ 'I;n
; ... ..0
;'\
.'
, \'/"
"
.,../
-
....... .1
~
COD I C I L
I, J, HAROLD PHILLIPS, of 928 Forbes Road, Carlisle Cumberland
County, Pennsylvania, having made my last will and testament
dated February 25, 1983, do hereby make, publish and declare
this to be a Codicil to my said last will and testament,
ITEM ONE: I amend my will to delete Item Three thereof and to
substitute therefore the following Item Three:
ITEM THREE:
A, I give and bequeath the following sums to the following
charitable and health serving organizations:
Salvation Army, Carlisle
American Cancer Society, Carlisle
Arthritis Foundation (for research)
Perkiomen School, Pennsburg, PA
$1,000
1,000
2,000
1,000
B. I give and bequeath the sum of $5,000 to NORMA ZAVALA
HAMMANN, so long as at the time of my decease she is the wife
elf MARK HAMMANN.
C. I give and bequeath the sum of $5,000 each to REBECA HAYDEE
HAMMANN, the daughter of MARK HAMMANN and to any other children
born to MARK HAMMANN living at the time of my decease.
0, In the event that where my granddaughter LISA HAMMANN
becomes and is married at the time of my decease, I give and
bequeath the sum of $5,000 to her husband, so long as they are
lfo.lrried at the time of my decease.
E, I give and bequeath the sum of $5,000 each to any children
born to my granddaughter LISA HAMMANN and living at the time of
my decease.
F. In addition to the above bequests, I give and bequeath the
sum of $2,000 each for purpose of a family vacation only, in
the event that they are living at the time of my decease:
1, NORMA ZAVALA HAMMANN, so long as she is the wife of MARK
HAMMANN at the time of my decease,
2. REBECA HAYDEE HAMMANN and any other children of my grandson
MARK HAMMANN, Q ~ .. ,7 -I;' L .:A . .'
( .
3. In the event my granddaughter LISA HAMMANN becomes married,
to her husband, so long as she is married to him at the time of
my decease.
4. Each child born of the marriage of LISA HAMMANN and any
future husband living at the time of my decease,
G. I give, devise and bequeath all of my personal belongings,
consisting of any automobiles, household effects, and personal
effects, to my daughters, SUSAN p, HAMMANN and SARA ANN
PHILLIPS, equally, or to the survivor thereof.
ITEM TWO: I hereby ratify and confirm my said last will and
testament in all other respects excepting insofar as any part
thereof is revoked or modified by this Codicil.
IN ~~TNESS WHEREOF, I have hereunto set my hand this Y- day
ofD.'c.-<.:;:.,..~v , 1987.
,
, / ,?' . ,,)1 '. I
SIGNED. 'fl--;: {.tr .~. /'t./.~'/"': J_
J, HAROLD PHILLIPS
/
PAGE ONE OF TWO PAGES
. .
.
.'
-
The preceding Codicil, consisting of two typewritten pages, was
on the day and ate thereof signed, published and declared by J,
Harold Phillips as a Codicil to his last will and testament,
and we, in the presence of each other, have subscribed our
names as witnesses hereto,
SIGNED
(\ \ ~-') .
- \J.,., ~) )~\)~
SIGNED
COMMONWEALTH OF PENNSYLVANIA
.
.
SS
COUNTY OF CUMBERLAND :
We 1,^",~~, \Soi""-J~O~ andQL~Nff rt G;(~~
witnesses whose names are signed to toe attached or fo going
instrument being dUly qualified according to law, do d pose and
say that we were present and saw the Testator sign and execute
the instrument as a codicil to his last will; that he signed
willingly and executed it as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testator signed the codicil as witnesses; and that
to the best of our knowledge, the Testator was at the time 18
or more years of age, of sound mind and under no constraint or
undue influence.
Sworn and subscribed to
1/1
before me this ~ day
of 0e -rn blr' , 1987.
- Zv"ltJ -!J. \.A3t 'It/.'/
Notary Public /.
KAREN F. BYERS, Notary Public
4 North H~no...nr SI.
Car"~lo, C'!rr.':r;r:.1~'" Gt'{., r>,\ 1i013
'"" ", 'In I.'.,'.. , I .,' ',",
Ill, ,I "'I..Il:", ",1.4.'...'/ ll'. 1.,J~1
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I, J. HAROLD PHILLIPS, whose name is signed to the attached
instrument, having been dUly qualified according to law, do
hereby acknOWledge that I signed and executed the instrument as
my last will; that I signed it willingly; and that I signed it
as my free and voluntary act for the purposes therein
expressed.
Swor~ and affirmed
of .l1l CC"7rJh/ r
.,4, 'rJ ,I
II .--rj d: 0
Notary Public
'/. I , I .;Y ," ,'.,
,-. ./r(./~-61.~ \.._J,/ I,~ LL(~/~"-'___
/ J. HAROLD PHILLIPS '
j Ii I h
to and acknOWledged before me this I day
, 1987.
KAREN F, BYERS, Notary Public
4 North HMover SI.
Car"~lo, Curr,tnrl3n1 Cty., PA 17013
My Torm EXjJlrcs l.-iarcil 10, 1Sal
PAGE TWO OF TWO PAGES
,21' (II. -ID"
INVENTORY OF THE REAL AND PERSONAL ESTATE OF
J. Harold Phillips, docoasod
1, Stocks $ 240,440,00
BrIggs & Stratton $ 16,550,00
Equllax $ 76,600.00
K,Mart $ 6,600,00
Kollogg $ 54,300,00
Southom Co, $ 18,690,00
Travolors $ 36,000,00
Trlnova $ 10,950,00
Washington Oas/Llght $ 9,550.00
Whitman $ 9,200.00
2, Agway Prelorrad Stock 1,500,00
5 sharos /I Dl1491 $ 500
5 sharas /I Dl1492 $ 500
5 shares /I Dl1493 $ 500
3, Mutual Funds 30,824,98
T. Rowe Price Equity Income Fund $ 12,830,87
Value Line Convertible Fund $ 11,144,87
Vanguard Prelerred Stock Fund $ 6,849,24
4, CheckIng Account. Fanners Trust Co. No. 5.23823 $ 12,438.65
5, Automobile. '89 Mazda 323 Hatchback 1,500.00
6, Certificate 01 Doposlt . Fanners Trust Co. . No. 122087 10,540,78
7. Certificate of Doposlt . Fanners Trust Co, . No. 122088 10,540,78
8. Certificate of Deposit. Fanners Trust Co, . No. 122089 10,540.78
9. Certificate of Deposit. Fanners Trust Co, . No, 122072 5,080.79
10. Certificate of Deposit. Fanners Trust Co. . No, 130052 10,010.58
11. Agway Money Market Certlllcates . 27,840,58
/I FS 1973 $ 7,066,15
/I FS 1974 $ 3,533,06
/I FX 455 $ 8,239,15
/I FY 1255 $ 1,601.02
/I LD 1397 $ 7,401,21
COMMONWEALTH OF PENNSYLVANIA
II
COUNTY OF CUMBERLAND
RIchard D, Hammann, being duly sworn according to law, deposas and says that he, the Executor of the
Estate of J. Harold Phillips, late of Carlisle, Cumborland County, Pennsylvania, deceased and that the
within Is an Inventory made by hlmsel', the Executor of the entire astate of decedent, consisting off alt the
personal property and real estate, except real astate outside the Commonwealth!Qt!P-Onnsylvanla, and-:l/lat
the figures opposite each Item of the Inventory represent It's faIr value as of the'ilalil of dliEjldent'li~di'iith,
Sworn and subscrIbed beforo me,
this I "''uay 01 iJ:J.'li/l \0 iJ .1997,
/
rYi,-IL
oarlalS I
Sharrl L Murphy, Notary Puollc
Ca11Isla BolO, Cumberland County
My Commission Expires Jan. 4, 1999
./") ..
1~;;J,tl;) /1.: IJ:II/,.,:/L
Richard D. Hammann, Executor
928 Forbas Road
Carlisle, PA 17013
.-...
III
G
~
<0
(.Ii
\J1
t:. ,',
'l-;'
J. .;
Date 01 Death: November 29, 1998
INSTRUCTIONS
1, An Inventory must bellied wtthln thre. months .n.r .ppolntm.nt of p.~on.1 representallv.,
2, A suppl.ment Inv.ntory must b.lIl.d wtthln thIrty days of dlscov.ry of addltlon.1 ....ts,
3, Additional .hoots may be .l\ach.d as to pe~on.lty or re.lty.
4. S.. Artlcl.IV, Flducl.rt.s Act of 1949,
'-
,
BROUJOS & GILROY, P.C.
ATI'ORNEYS AT LAW
4 NORTH HANOVER STREET
CARLISLE, PENNSYLVANIA 17013 ,
717.24304574 766-1690
'.I." i:)'J.'.H,'J.'J:.1."1J:i
..,
. I . ,
THIS IS A SETJ'LEMENT STATEMENT, mad~ Ihis ,_ ~__ day of _!-:..tI."!~_~, "j-__ .2003. hy
Ri~hard D. Ilmnnllllln, Ex~clltor,
WHEREAS:
A. J. Harold Phillips, 01'928 Forhcs Road. Carlisle, Pennsylvania, died on Novemh~r 29,
1996;
B, On December 9, 1996, Letters Testamentary wer~ granted 10 Richard D, Hammann at File
No, 1996-01011 in the Register of Wills Ollice fi1r Cumherland County, Pennsylvania;
C. Executor has administered the Estat~ of J, Ilarold Phillips up until the present time and
has paid all debts of the estate, including Inheritance Tax ow~d;
D. J. Harold Phillips died t~state, therehy v~sting all rights and interest in his personal and
real property to Salvation Anny, American Cancer Society, Arthritis Foundation, Perkiol1len
School. Rebeca Haydee Hammann. Jonathan J. Hammann, Susan 1', Hammann, and Sara Ann
Phillips.
E. Estate of J. Harold Phillips has received assets of stock. mutual funds, certificates of
deposit, cash, automobile, ctc, in the amount of S407 ,832,62, and has paid the debts in the
amount ofS 16,647.12; for a net estate ofS391,I85,50 with charitable deductions in the amount
ofS5,OOO,OO, for net estate ofS386,I85,50, Tax paid was $23,171,13,
F. Executor desires to forego a fonnal accounting and schedule of distribution and desires to
conclude the estate by virtue of the tiling of this document;
NOW, THEREFORE, Executor intcnding to he legally bound. statcs as follows:
I, The Executor of the Estate of J. Harold Phillips need not tile a lom1al accounting or
schedule of distribution.
2. Executor states that all costs of the estate arc paid.
3, Advance distributions were made as li1110WS:
A,
Charitable
I) Salvation Anny, Carlisle
2) American Cancer Society, Carlisle
3) Arthritis Foundation (liJr research)
4) I'erkiomcn School. I'ennshurg. I' A
SI.OOO
1,000
2.000
1,000
B.
Minors (children):
I) Reheca Hammann
7.000
.
2)
Parent: Mark Ilal11l11l1nn
JOllathan Ilmnl11l1nn
Pllrent: Mark 1 1 al11l11allll
7,000
4, Remainder to Financial Trust Company, now M&T Bank, Trustee, under Trust dated
February 28, 1983, I West High Street, Carlisle, PA 17013,
5, The final distribution of 1111 estate assets remaining aner payment of the above-mentioned
Ices WllS made to the Living Trust in the amount of $ 23,040,28,
6, Executor acknowledges that any distribution l11ade by him pursuant to this Agreement
were "at risk" distributions pursuant to 20 P ,S, 3532, Executor is hereby relellSed with respect to
acts or omissions in the administration and distribution of the estate,
7, The Commission of Executor was waived, Since II $20,000,00 fee had been included for
Executor in Schedule H, Executor has tiled a supplemental Inheritance Tax Return reducing
total expenses to $ 16,647,12, for which remittance was mude to the Department of Revenue in
the amount of $1,200,00
8, Executor acknowledges that this Statel11ent shall be filed with the Clerk of Orphans'
Court in final settlement of the Estate of J. Harold Phillips,
IN WITNESS WHEREOF, Executor intending to be legally bound hereby sets his hand and seal
the day an year firJt ab~Written,
WITNESS,
r
y, - / ) /
_,' Y(>~/i' (..~t.. ;.; / 'I? P:/I:."':'-/C-
RIchard D, Hammann, Executor
COMMONWEAL TU OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
On this, the _ ~J. day o( _' 2003, before me, the undersigned officer, personally
appeared Ri~ D, H mann, knOl n to me or satisfactorily proven to be the person whose
name is subscribed to the within document, and acknowledged that he executed the same for the
purpose thcrein contained.
IN WITNESS WHEREOF, 1 have hereunto set my hand and notarial seal.
_~/~f}ol/ ^ II ~CeJJMJ
NOTAR'tPUBLl~
N...ri.1 Seal
llridge! Ann Corcomn. NOW)' Public
Carlisle Dom. Cumberland County
My Commission Expl"" June: 10, 2006
MornllO, PMnsvlV"nlaA5SoCl/lbOOotNotBnos
COMMONW[AL ftt OF PlNN5YLVAN1A
DfPAIUM[Nl Of" IUV(NU(
BUnrAU OF INDIVIDUAL fA)!.(5
OlPl. :soeOI
IIAnnlSDuno. PA 1112B oeol
fltV-1162 [XI1I 961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO, CD 002859
BROUJOS JOHN ESQ
4 N HANOVER ST
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
........,old
101
$220.31
ESTATE INFORMATION: SSN: 181,05,2445
FILE NUMBER: 2196-1011
DECEDENT NAME: PHILLIPS J HAROLD
DATE OF PAYMENT: 08/01/2003
POSTMARK DATE: 0010010000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/29/1996
TOTAL AMOUNT PAID:
$220.31
REMARKS: JOHN BROUJOS ESQUIRE
CHECK# 9490
SEAL
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMOP>lW[AlTtIOf 1'{P;P.S'Il\,Alll^
o[pAnTM(tjl or IlI\in.lJl
OUR[AU 0' IllOl'.'I[l\JM TA.(~
eE"T .;'IIOLOI
IlAIUII!>UUII<,j I'A 1 ll;fl {,l(J(l1
IUV lHi1lXtll!J1))
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002121
BROUJOS JOHN ESQ
4 N HANOVER ST
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
...n... told
101
$1,200.01
ESTATE INFORMATION: SSN: 181.05.2445
FILE NUMBER: 2196-1011
DECEDENT NAME: PHilLIPS J HAROLD
DATE OF PAYMENT: 02/04/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/29/1996
TOTAL AMOUNT PAID:
$1,200.01
REMARKS: JOHN BROUJOS, ESQ.
CHECK II 29
SEAL
INITIALS: CW
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WillS
REG'STER OF W'llS
~~'iC""'" ~,q~g..
~~V1JM
OCPAllIU[NI or RfV1:tM
OCPI./lroll
.Wl1~SnunG PA 'rl:MCflJl
CX~~~~!,r~Sl,.~.IAOO(t~!~llM!~,~~~!~,~. _. .4...._...........~
r II I I. I. I I' S. J . II, Ai II 0 I. ' Il
.1 .... L .. _ .,_....,.,...~......J.. ..... _.~.:.......J....."..... ..' ..........
5OQ.lL1LtuUlY~ OAllCf WIH DAlla-INUit
pr8..ir~-;..5}J ""I~" i;':SJlTI:I'fiTiriJ 9?I6.lfi.~~J:T8Ii-i9]i .~]
(f N't\CAllllJruMWIluur:.L'iNNol: lUSI".m,NIlYOOU:HTW.l ~..'!~fUWt _.....___. .,. '" ~ .... nus RrnJRH INST DE Jun.. OOPU:A1t WItH TH[
tJ ,LIIl..L__ _., ',..., REGISTER OF WILLS
I og 1.0000NlRebJm 0 2.S~Reun 0 3,Ref1\1ndeif\eb.rnI"d_"'bll,"'~
o UkT\IIildEstalll 0 (a.FubJrelnlcrcS\~I"'d""""IlIl<ll 0 5.Foder.llEstalllTIlRcb.rnRcquRd
~ ~ 1XI6,OeclldcntlliodTestalll"""''''''dM) 0 7. lloaldenIMmtailed I lM1g TlUS\""",..,dlMll _ 6. TDt1INU11IbetolSareDcposltao..,
u....
~ D9.UIi;lalionPl1lCIllldsR""""'" 0 10.Spcx&I~Croclill'*d"'_1l11~1"'IHlI 0 1I.ElocOOnblaxundelSoc.911l(A)""",SdoOl
!E ml!S~E~XIP~)\llS.:rlO,E~OMP,LETEQ,iAW,~.o~sr.O..N[)e;tI$< '6 Jl:c.9~F.J[)e;tq~\.-,r.~1&..O~ TION .SHOPLD;lIE:D!{{El:TED,TO:
11.I fW.E CCUU1E ~AOOAf$S
~ John II. Broujos, r:squire 4 North lIanover Street
f, ""'.....11_1 Carlisle, I'A 17013
"
::! BROUJOS & GILROY. I',C,
~ TUlPtOE NJ.t1(R
u 17 2
-, .,
)f,; /1/( - '7
.'fI.'J'll/"Ool'
REV-1500
INHERITANCE tAX RETURN
RESIDENT DECEDENT
12. Net V.lu. of E.ute (Ule 6....'" Lne 11)
13. CharitJbIe and ~talllequcstsroCC9113 Trusts I:nndl an elodion b tal tIIS not been
made (Sd1edulc J)
!z
w
o
w
o
w
o
4
.'
z
o
j
:J
f-
ii:
<(
o
w
~
1. Real Estl'" (Sdledute A)
2. ~ and Bends (Sd1edulc B)
3. Cbsely Hell CoIporation.Pa~i> 0< Sole-I'~
4. ~~39CS & Noles Receivable (SdoC<lule D)
5, Caoh,llJnk Deposit> & MGooll.1n,,"", Pc""",,' Property
(Sd1edulcE)
6, JOUlOy o.ncd Property (Sd1edu'" FI
1. InlOr,VNOS Tr.lnsfc" & MGooIl.1nc<M tlon-Proba{. Propctly
(Sd1edulcGo<L)
6. ToLlIGro.....mts(lobll.iles 1.1)
~HU!~~~~1-~'-tT.ti~~~~ ~,r~;o.o..'..:...'c-.._.-,
"2 1 9 fl I 0 I
.~tlUrT1'Crrr':t-...lt1"..... '1~\lJ ~.trr..:..'~ ,.~'......
. ........ ..,~.. ~ 0' . "
li-'-TQ\!"O"-O'~'I
. ;l(1I'.,.;s".,-.,,1I"'f+C' ....\' '
2,5'3'08'4'87
. ., , .
,_' '...4.. )...,,,,,,,. "lj' "'-'J: ......,'... . . 1
. '.4 "'-1' . ,...... '~" "'r.:., . ,
(l) ii ; , ; !:.1 ! 0 ;; 0 0:
\~"'~P9rt''\,f.,r~1: ".~ ." -f~!:."
(4);' : il: " ,0 ',0 0
", t .
(5) ~t".1~~:...tr;!t1tfi":i:it 8 r i ~ 6.... 8' 2
'l . .. . " ..
~' . 1\1"~'l~~:-;t~"1 ':. .,.. '.
(6) ;.; ; ~ ; 1'" 0 .: 0 0
l ~. 1 .
ttl\';~kc~:~;1'n.::;..';.. ',:" 1.4:-".....
(1) .,L..; 4-,2: 9 3,0,9 3 _.__,_____.
~ I ,4 0 7 8 3
.. J ...__...
(9) If'TIJ}T6"li '2" a"tF' 2";
(10) rl~.rIt"~~' 3'~;'J'~ 0 '
(11) [_L.~j
~.. ",
(12) " 3
.l.. :- ~..', .
(13)
(1) ,
(2) ~
CH\"V.llt:..' ..:tr.,
9. Functal E.tpcnses & Ad_lMl Costs (Sd1edulc H)
10. Debts 01 OcaldenL Mol'oagc U,bo1rtics, & Ucns (Sd1edulc I)
It T oLlI Deduction. (1:llaI Ulcs 9 & 10)
2
fl
2
7
3
2
3 ,6 i, 6, 4
. .... ".......:...
",..' ..
7 l;l 8
-
5 . 3
o
o
o
14. NelV,'ue SubjecllD Tu (Ulc 12m,,,,, Li1e 13)
15 Amluntollnel4taxable I.. ;.; "':/' '" '.-'~ (::1
'Itllespousalturate }L"-....J~..l--:-J~.:~,,,...,.. ~......LJJ X ~.....
Soo i1slnJdions on.........ilo lot aPfl6:able ~!:>Jlc
16,Amlunlollne14taxable '0'-' '.7' -"- .~...... ',--'-'1-
at 6% rate " .1"};"~~~l,l'.~~,~.~.._.S:~'i~.J"~f:tX.OO
11. Amlunl oIlne 14 taxable . . ., ",
a115'4r.1lO
~., .1', l. 7 ",0..,,0 0, 0
(14) t' 3 5 ,4 ", l' 'i- 5 3
:S; _4.... .:1.__ .. ....:.....~.. :_. .
.:: . .. . .~.. - 1 -,
, (15) ,\ i ,f
\!m.~..,-m:.".".'!111\/l(;i.oo;;."'VJ,' ,
r..fC5r=11t'..~~~~...~ wr; ~i~~ ~t..:~
,
(16) j".. ,I. ~,.~ \..2 5 I, 1
2
z
o
j:;
~i!
1":1
ll.
:E
o
o
16, TIS Duc
CHECK HERE IF' YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
2 1 ,2 5
x
,15
'(17)
-
(181
.1
2
19. X
",,',:";.!/I\tWt'Jr, ;"""::BE;SURE\TQ1l.NSWERip.-LL'I;QUESTlONS:ONIREVI:RSESIDE AND RECHECK MATH < < ,,,0''-
lk'dcfpi!NbeSoIp!I'jury.ldoXUreNI~~I~~~~~ rd,~..-wjb""beslr:Jmr~~ td~.lIG M.amda"d~ll! [)cd..nW\olp't(\.'I'f'f~
t.a1"'~""""'~tsbwrt01"'~r:J~~,",has""'~
S'G lURE SOIlRESPONSIBLEFORF IIIQRETURtI ADDRES.~ DATE
//. '/.1f ,,1:,(0<-) 1~ . Ift,((lJtl' /I; III I j j.:N :1, tlfFi
EROTHER ADDRESS ' t:. ~ D"'TE"I 's '"le,-
I.\- \..),~~- ~ '-CN-"'~\~" nc>,)'
Decedent's Complete Address:
SllOllMnllSS 928 Forbou Hoad
OIY
Carliulo
-t
SIAl[ l'A
np
l70l3
Tax Payments and Credits:
I. Tax 1m (Page Ilklo 1 B)
2, CrodilSlPayments
A. Spousal Povcfty Crodit
O. Prior Payments
C. Discoonl
(1)
21,251.12
22,000,00
1,062.56
TotaICrodits(A'O.C) (2)
23,062,56
3, Intcresli'f'tNty K ~
D,lnlcresi
E. Penaliy
TotaIln~(D.E) (3)
4, Kino 21s greatcc Ihan ino I . ine 3, enlcrlho ~crenco. ThIs Is lho OVERPAYMENT,
. ' Ched bolon Peg.' Une 19 to requette~nd (4) .1. 811. 44
5. Kino l' ine3lsgrea\crlhan lne 2. eolcflhocflflcrenoo, This Is lho TAX DUE. (5)
A. Enlellho Interest on lho lax duo. (SA)
0, Enlellho Iclal oIlklo 5. SA. ThIs Is lho BALANCE DUE. (50)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a transfer and: Yas No
a, retain the use or Income of the property transferred; ....................................................,.......,181 0
b, retain the right 10 deslgnete who shall use the property transferred pr tts Income; ..............., 0 ~
c, retain a roverslonary Interest; or ..................,..................,....,....................,........,............,......, 0 Ii{]
d, receive tho promise for life of either payments, benefits or care? .........,....,......,.....,....,........ 0 ~
2. IC death occurred on or before December 12, 1982, did decedent within two years
preceding deaUt transfer property wiUtoul receiving adequate consideration? IC death occurred
after December 12. 1982, did decedenl transfer property within one year of deaUt wilhout
receiving adequate consideration? .....,........,..,..............,...........,...............................,..........,....., 0 ~
3, Did decedent own an "in lJUst for" or payable upon deaUt bank account or security
at his or her death? ...........,....,.........,........,..........,....................,..............,.......,........................... 0 [3
4, Did doccdonl own an Individual rotiremenl accoun~ annu~y. or oUter noni'robate property?.... 0 fi(]
.::I
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P ,S, ~9116 (a) (1.1) (i) provided for the reduction of the tax rale Imposed on the nel value of transfers 10 orlor Ute use of the
sulViYlng spouse from 6% 10 3% for dates of deaUt on or after July 1. 1994 and before January 1, 1995,
72 P,S, ~9116 (a) (1,1) (in proYlded for the reduction of Ute rale Imposed on the net value of transfers 10 orlor Ute use of the surviving
spouse from 3% 1000/0 for dates of death on or after January '. 1995. The statule docs not exemot a transfer to a sUlViYlng spouse
from tax. and Ute sta\u1ery requirements for disdosure of assels and filing a tax return are still applicable even If the surviving spouse
Is Ute only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing en "x" In the
appropriate space,
Old the doccdenl croalo a \nisI or similar arrangemenl which Is eolely for the surviving spouso'e benefit for his or hor enUre
lifetime? Yes 0 No ~
IC you answered yes 10 the above question, the tax on Ihe lrust or similar arrangement Is postponed untillhe deaUt of Ute second
spouse, al which time it will be fully taxable al the rate(s) applicable 10 the remainder beneficiary(ies). Enter the value of the lrusl on
Schedule J, Part II, in order 10 remove ~ from ti" calculation of Ute tax due In Utis estate, You may wish to file Sdledute 0 In order 10
make the election available under SOOion 91 13. If tllO elOOion is made, tile lJUst or similar arrangementls taxed In tile estate of the
first decedent spouse, the portion of Ute lJUst or similar arrangement which benefits Ihe surviving spouse Is laxed at tile zero tax rate,
and the remainder is taxed 01 the rate(s) applicable to the remainder beneficiary(ies). If you choose 10 make the eloction, you must
attach Schedule 0 10 a timely.fiIed tax relum, along with Schodule(s) K and/or M in order to show the apportionment of the lrusl or
similar arrangement between Ihe surviving spouse and the remalndor beneficiary(ies).
Commonwoalth of Ponnsylvanla
Inhorltanco Tax Roturn
Rosldont Docodont
SCHEDULE B
STOCKS AND BONDS
Estate of
Fllo Numbor
J. Harold Phillips
1996-01011
(Property Jolntly-owned with Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
$ 240,440.00
1.
Stocks
Briggs & Stratton
Equlfax
K.Mart
Kollogg
Southorn Co,
Travelers
Trlnova
Washington Gas/Light
Whitman
$ 16,550,00
$ 78,600,00
$ 6,600,00
$ 54,300.00
$ 18,690.00
$ 36,000,00
$ 10,950,00
$ 9,550,00
$ 9,200,00
2,
Agway Preferrod Stock
5 shares # 011491
5 shares # 011492
5 shares # 011493
1,500.00
$ 500,00
$ 500,00
$ 500.00
3.
Mutual Funds
T. Rowo Price Equity Income Fund
Value Line Convertible Fund
Vanguard Preferred Stock Fund
30,824.98
$ 12,830,87
$11,144,87
$ 6,849,24
TOTAL (Also ontor on line 2, Recapitulation)
$ 253,084,87
Commonwealth of Pennsylvania
Inheritance Tax Return
Resident Decedent
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCEllANEOUS
PERSONAL PROPERTY
Estate of
File Number
J. Harold Phillips
1996.01011
(All property Jolnlly-owned with Iho Righi of Survivorship musl bo dlsclosod on Schedulo F)
ITEM
NUMBER
1.
2.
3.
4.
5,
6.
7.
8.
DESCRIPTION
VALUE AT
DATE OF DEATH
9.
10.
11.
12.
13,
14.
15.
16.
17.
18,
Checking Account - Farmers Trust Co. No. 5-23623
Automobile - '89 Mazda 323 Hatchback
Certificate of Deposit - Farmers Trust Co. - No. 122087
Certificate of Deposit- Farmers Trust Co. - No. 122088
Certificate of Deposit - Farmers Trust Co. - No. 122089
Certificate of Deposit - Farmers Trust Co, - No. 122072
Certificate of Deposit - Farmers Trust Co. - No, 130052
Agway Money Market Certificates -
# FS 1973
# FS 1974
# FX 455
# FY 1255
# lD 1397
Old checking account
Thornwald Residence Account - refund
Funeral home return
Equlfax
United Way Church of Christ Homes
Agway
Redemption - T. Rowe Price Equity Income
Redemption - Vanguard Preferred
Stock dividends - Kellogg
Stock dividends - Trlnova
$ 12,438.65
1,500.00
10,540,78
10,540.78
10,540.78
5,080.79
10,010.58
27,840,58
$ 7,066.15
$ 3,533.06
$ 8,239.15
$ 1.601,02
$ 7,401.21
2,722.71
78.09
13,03
198,00
99.37
45.00
12,991.74
6,779.94
336.00
60.00
TOTAL (Also enter on line 5, Recapitulation)
$111,816,82
Commonwoalth of Ponnsylvanla
Inhorltanco Tax Roturn
Rosldont Docodont
SCHEDULE H
FUNERAL EXPENSES
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
Estato of
Fllo Numbor
J. Harold Phillips
1996-01011
ITEM
NUMBER
A,
DESCRIPTION
AMOUNT
Funoral Exponsos
1.
(portion propald)
Funoral
First Prosbytorlan . Church uso
Joyco Nolson - Catorlng sorvlce/funoralluncheon
302.61
175,00
302.61
B. Admlnlstratlvo Costs:
1. Porsonal Representative Commissions - Richard D. Hammann
Social Security Number of Personal Representative:
Year Commissions paid: 1998 20,000.00
2, Attorney Fees: BrouJos & Gilroy, P.C.
4 North Hanover Street, Carlisle, PA 17013 15,000.00
3. Family Exemption *.00
Claimant Relationship
Address of Claimant at decedent's death
4, Probate Fees - Register of Wills, Cumberland County, PA 341.00
C. Miscellaneous Expenses:
1. Register of Wills, Cumberland County, PA - Filing Fee for Codicil 13,50
2, Register of Wills, Cumberland County, PA -Inheritance Tax Return 15.00
3. Register of Wills, Cumberland County, PA -Inventory 10.00
4, Register of Wills, Cumberland County, PA - Addt'l Short Certificates 45.00
5, Register of Wills, Cumberland County, PA . Family Settlement Agreement 17.00
6. Cumberland Law Journal - Advertising Fee 60.00
7. The Sentinel - Advertising Fee 0.00
TOTAL (Also enter on line 6, Recapitulation)
$ 36,281.72
RECEIVED FROM:
185208 COMMONWEALTH OF PENNSYLVANIA
DI'ARTMINT O. RIVINUI
OFfiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
ACN
ASSESSMENT P:'I
CONTROL ~
NUMBER
'*'
. .
j
D No. AA
uv.1"'DI'-'~
D
AMOUNT
101
!II-=',UUV.vO .
JOHN BROUJOS ESQUIRE
4 N HANOVER STREET
CARLISLE. PA 17013
ESTATE INFORMATION,
~ FlLE NUMBER
li 21-1996-1011
I!:I NAME OF DECEDENT (lAST)
~ PHILLIPS J HAROLD
II DATE OF PAYMENT
EI POSTMARK lIATE
COUNTY
SSN 181-05-2445
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
,
,
\
\
I
\
m TOTAL AMOUNT PAID
.3.000.00
PB
REMARKS
RICHARD 0 HAMMANN
C/O JOHN BROUJOS ESQUIRE
CHECK II 11
. .
, ; /"
RECEIVED BY rf' I'.'
/'1 '/_:~' .
.... <..... ,"):I.II...("L)....t~l../
,i SIGNAT~R~ . .
It.. ',0::7-
~~~'fS~ERL5~1~ILL~. -' !/ i' f
SEAL
REGISTER OF WILLS
.. ___ _ ._..____._ _.___.__ ... ___..____________dO___-...-------
f
;
.... __u _.._ .~..'
,-<'
, ;...
"
.--.
-..,.,.,-
4. - .,':-
!
,
-;___- ._' '_._'~-----:"eM.
,~
lir: /'/(,.- 7
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
c...
'*'
BUREAU OF INOIVIDUAl TAMES
IHUlR1IAHC[ TAl( DIVISION
(J(PI. laD,.DI
HARMISIUIlG, flA 11lla-ahal
NOTICE OF INIIERlTANCE TAM
APPRAISEHENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
..._1'"11''' ,"."1
JOHN H BROUJOS ESQ
BROUJOS & GILROY
4 N HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
fILE NUHBER
COUNTY
ACN
11-22-1999
PHILLIPS
11-29-1996
21 96-1011
CUHBERLAND
101
J
H
A.aunt R...Uted
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 ~
Riv :iS4i-EX-AFP-iil'-:99i-ilii'ficr-oF-YtiHEiiii'AiiCE-YAX-WPRAiSEiiiili'-,--ALLOiiAiicE-OJi-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF PHILLIPS J H FILE NO. 21 96-1011 ACN 101 DATE 11-22-1999
TAM RETURN WAS' I I ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roo1 Estoto ISchodulo Al
2. stocks one! Bonds ISchodulo BI
3. Clo.oly Hold Stock/portoorshlp Intoro.t ISchodulo CI
4. Hortgages/Hote. Receivable (Schedule OJ
s. C.sh/Bank Deposlts/Hisc. Personal Property (Schedule E)
6. JointlY awnod Proporty ISchodulo FI
7. Transfe,.s (Schedule G)
8. Total As.et.
II)
121
(3)
(4)
151
(6)
171
.00
253,084,87
.00
.00
111.816.82
.00
42.930.93
181
HOTE: To insure proper
credit to your account,
sub. it the upper portion
of this fo~ with your
tax pay"ant.
407,832.62
APPROVED DEDUCTIONS AND EXEHPTIONS:
36,281. 92
9. F~r.l E)(p.ns.s/A~. Costs/Hisc. Expanses (Schedule H) (9)
10. DObb/Hodgogo lIobll1t1os/llons ISchodulo II nOI 365,40
11. Totol Doductlons 1111
12. Not Volue of Tox Roturn 1121
13, Chorltoblo/Govorn.ontol Boquosts; Non-oloctod 9113 Trust. ISchodulo JI 1131
14. Not Volue of Estoto Subjoct to Tox 1141
NOTE: If an assessment was issued previouslY, lines 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns sssessed to date.
ASSESSHENT OF TAX:
15. Aoaunt of lloo 14 ot Spou.ol roto (15)
16. A.aunt of lloo 14 toxoblo ot lloool/Clos. A roto 1161
17, A.aunt of lloo 14 toxoblo ot Collotorol/Clo.s B roto 1171
18. Principal Tax Due
36."47 3?
371.185.30
5,000.00
366,185.30
.00 M'OO.
366,185.30 M .06.
.00 M .15.
(18)
.00
21,971.12
.00
21.971.12
TAX CREDITS:
PAYHENT
DATE
02-19-1997
02-27-1997
RECEIPT
NIlIIBER
AA185185
AAIB5208
DISCOUNT 1+)
INTEREST/PEN PAID 1-)
1,000.00
9B,56
AHOUNT PAID
19,000.00
3,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
23,09B.56
1,127.44CR
.00
1,127.44CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
..
RESERYATJOth
E.t.t.. of decedent. dying on Dr befor. Dec.-ber 12, 1982 ~- If .ny future Intar..t In the ..tat. I, ttenlfarted
In po.....lon or enJoyaent to CI... I Ceol1atara1) ~flcl.rl.. of the deCedent .,t.r the expiration of any ..tet. for
11'. or for y..r., the C~.lth hereby aKPt...lv t...tV.' the right to eppral.. end ...... ttenl'.r JnherJtBnCa TaM.'
at the l~ful Cis.' B leol1a.aral) rata on any such future Int.r..t.
PIlIll'ClS[lIF
MOTlCf::
To fulfill the requlr..ent. of Section 2140 of the JnherltBnCa end E,tata 'aM Act, Act 21 of 1995. 172 P.S.
Section ,.,.0).
Detach the top portion of this NoUce and aublllt with your pavHflt to the Raglltar of Wills printed on the ravar.. aide.
u...... eheck or ~y order payable to: REGISTER OF MILLS, AGENT
PAVMEHT:
REFUND lCAI: A nfr.nl of . tax cr..:tlt, which .... not nquflltltCl on the 'ax Aeturn, ..Y M tequeltltd by caplaUng ." "Application
for R.fund of Pennsvlvanl. Inheritance end Estate Tax- (REV-I]IS). Application. are available at the offlc.
of the Real.ter of Will., any of the 23 R.v.nue DI.trlct offlc.., or by calling the .pecl.l Z4-hour
an.verlng ..rvlc. nueber. for fora. ord.rlng: In Pennsylvania I-IDD-S6Z-ZD5D, outsld. Penn.vlvanla and
within loc.l Harrisburg .r.. (717) 187-S094, TOOl 1-S00-441-S020 (S.rvlc. for t.xpayer' with spacial
hearing and .p....lng ne.d.).
OBJECTIONS: Any party In Inter..t not .atl.fled with the appr.I....nt, allowance or dl..llowance of deductions, or es..s..ant
of tex (Includlra discount or Interest) as shoWn on this Notice .ust obj.ct within .Ixtv (60) day. of rec.lpt of
this Notlc. by:
.-wrlttan prot.,t to the PA Departaant of R.v.nue, Board of Appaal., O.pt. Z81aZl, HarrisbUrg, PA
--election to have the .att.r deteralned at audit of the account of the p.raonal repr..ent.tlv.,
--appaal to the Orphan.' Court.
171ZS-1021,
OR
OR
Alll4IH
lSTRATlVE
CORRECTJDHS:
Factual .rrors dlscov.r.d on thl. ....s...nt .hould be addre..ed In writing to: PA Dapartaant of Revenue,
Bur.au of Indlvlduftl Tax." AT1N1 po.t A......ent Ravlew unit, Dept. ZS0601, Harrl.burg, Pi 171Zs-a601
Phone (717) 181-6505, Sa. page 5 of the bo~let -In.tructlon. for Inheritance T.x Return for a Re.ldant
Decedent- IREV-lSOl) for an explanation of adalnl.tratlvelY corr.ctabl. errors.
If any tax due I. paid within thr.. (3) cal.ndar aonths aft.r the d.cedent.. d.ath, a flv. percent (5XI dl.count of
the tax paid I. allowed.
The 15% t.x ....ty non-participation penalty Is cQllPUt.d on the totlll of the ta. and Int.r..t ....ssed, and not
paid before January II, 1996, the first dllY IIft.r the .nd of tho tax .-na.ty period. Thl. non-participation
penaltv Is appealable In the .... aann.r and In the the s... tlee period a. you would appeal the t.. and Int.r..t
that hat bean ....ned a. IndlC8tad on this notice.
Inter..t I. charged beginning with flr.t day of d.llnquencv, or nine (91 aonth. .nd ~ el) day fru. the date of
death, to tho data of p.p.nt. Taxa. which bec..e delinquent before January 1, 198Z bear Intare.t .t the r.ta of
six (!>>X) percent per ennua calcul.t.d lit a dallv rllte of .000164. All taxa. which bec..e delinquent on and aftar
J8ftU8ry 1, 19SZ will bear Inter..t at a r.ta which will vary fru. calandar yaar to calendar yaar with that r.t.
announcad by the Pi Dapartaent of Rllvenue. The appllcabl. Interest rat.. for 191Z through 1999 ar.:
Dlsa:urt:
PENAL TV:
INTEREST:
'!!!!: Intera.t Rat. Dally lntara.t Factor !!!! Inter.st Rate Dally Intan.t Factor
1982 20X ,OOOSltS 1988-1991 IIX .000301
1913 16X .000436 1..2 9X .00aZ47
1984 IIX .000301 1993-1991t n .00019Z
1985 UX .000356 1995-1998 9X .000Z41
1986 lOX .000274 1..9 7X .00019Z
1987 9X .000247
--Intere.t Is c.lculated .. fallowst
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NotIce I.sued aft.r the tex bacoae. delinquent wIll raflect an Inter_.t calculation to fifteen (1S1 day.
beyond the date of the aneuaant. If pa~ant II .ade aftar the Intere.t cDIIPUtaUon date .hown on the
Notlc', 8ddltlonal Inter.st BUst be c.lculated.
N~I/( - /'
BUREAU Of IHDIVlDUAl TAMES
UltlAI1AHC[ UX DIVISION
DEPt. zaO.'.
UARR1SIURO, PI. 11lU.'.')
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
.'
~
In-UII" ,.. ."."1
JOHN H BROUJOS ESQ
BROUJOS & GILROV
4 N HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-06-1999
PHILLIPS
11-29-1996
21 96-1011
CUMBERLAND
101
J
H
AIIQunt Re..t U.d
MAKE CHECK PAVABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTE: To insure p,..,...r credit to your eccount, subllit the _r portion of this fo... Mith your te. p.y....t,
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'Ev.:ii.iij-EX-"FP-Hi',-.:99-,-------...-iNHiiiiTAiic'E-iiiif-si,'jifEilE'tif-oF-ACCOUHf--...---------------------
ESTATE OF PHILLIPS J H FILE NO.21 96-1011 ACN 101 DATE 12-06-1999
THIS STATEHENT IS PROVIDED TO ADVISE Of THE CURREHT STATUS Of THE STATED ACH IH THE HAHED ESTATE. SHOWN BELOW
IS A SUHHARY Of THE PRIHCIPAl TAM DUE. APPlICATIOH Of All PAYHENTS, THE CURRENT BAlAHCE, AND. If APPLICABLE,
A PROJECTED INTEREST fIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-15-1999
PRINCIPAL TAX DUE, 21,971.12
PAVMENTS (TAX CREDITS):
PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
02-19-1997 AA185185 1,000.00 19,000.00
02-27-1997 AA185208 98.56 3.000.00
11-19-1999 REFUND .00 1,127.44-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
21,971.12
,00
.00
.00
. If PAID AfTER THIS DATE. SEE REVERSE
SIDE fOR CAlCUlATIOH Of ADDITIOHAl INTEREST.
I If TOTAL DUE IS lESS THAN SI.
ND PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICRI.
YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORK fOR IHSTRUCTIOHS. )
PAMMh
Detech the top porUon of thls HoUc. ~ MOtU ..Uh your pav-nt ucM payllbl. to the neM .nd eddra"
prlnt.t on the ray.n. side.
If RESlDEHT DECEDEHT .... check or ~y order payllbl. tOI REGISTER OF WILLS, AGENT.
If HOH-RESlDEHT DECEDENT .... ctwck or ....y orcMr pay8bl. to: CottttQNWEAlTH OF PEHHSVLVANIA.
REfUND (CR): A r.ft.nd of a talC credit, lilhlch .... not reque.ted on the TalC Raturn, .ay tM requa.ted by c~I.Ung en
-Application for A.fund of pann.ylyanl. Jnharltenc. ~ E.tat. Tax. (REV-IllS). Application. .r. Iyallabl. .t
the Office of the Aatl.t.r of Will., any of the 23 RaYenue Dlatrlct Offlca' or froe the Dapartaent'. Z.-hoUr
ansvarlna servlca nuabar' for for.. or~rlna: In Pann.ylyanla l.all-36Z-Z151, out.lda Pann.ylvanla
~ ..Ithln local Harrisburg ar.a (717) 787-8'~, TDDI I-S11-4.7-SIZO (Serylc. for talCpayar. ..Ith
special hHrlng end speaklna need.).
REPLV TOI O.....Uoo. regarding .rron cont.lned on this noUc:e shoUld be itddr...ed to: PA Departaant of Ravenue, Bur.""
of Jndlyldual TalCa., ATTH: Po.t A......-nt Aavlaw unit, Dept. Z81601, Harrisburg, PA 17128-1611, phone
(7171 787-6515.
DISCOUNT:
If any tllC due ls peld within thr.. (3) CIIlendllr ItOnth. .tt.r the cMc~t.. death, . flya percent 152:1 dlscQU'\t
of the t.lC p.ld I. allowed.
PENALTY:
The 15% t.1C eana'\Y non-partlclp.tlon panelty I. coaputed on the tot.l of the t.x and Int.r..t ......ed, and not
paid before JlnUlry 18, 1996, the flnt daY att.r the end of the t.lC una.ty period.
INTEREST:
lnt.r..t Is charged beginning ..lth flnt day of ~lf,nquancy, or nine 191 .onth. and one (JI dn froe the data of
cM.th, to the data of payaant. Tax" .....Ich bee'" delf,nquent before January 1, 1982 bear Int.rut at the r.t. of
.ix 16XI percent per ..",.. calculated at . dally rata of .DDOIM. All \8K" .....Ich bee.a dallnquant on end aftar
Jenuarr 1, 1982 ..Ill tMar Inter..t at a rat. which will vary froe calendar yaar to calendar yaar with th.t rat.
announced by the PA Depart.ant of Ravenue. The appllcabla Int.re.t rat.. for 198Z through 1999 ar'l
Vaar lntar..t Rata Dally lntara.t factor Vaar lntera.t Aat. OaUy lntar..t Factor
1982 .oX .010548 1988-1991 lIX .IDl301
1981 16% .Dl04Ja 1'" 9X .011Z47
19.. lIX .ODl301 1991-1994 rl .GDD19Z
1985 ISX .ODDlS6 1995-1998 9X .GDI2.7
1906 lOX .OaDZ7.. 1.... 7X .01119Z
1987 9X .001247 zlaa ax .ODDU9
.-lnt.rast Is calculated a. follow':
IIITEREST = BALANCE OF TAX lllfPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hot Ice Issued aftar the tax baCOII' delinquent will raflect en Intere.t calculation to fifteen (15) days
beYond the data of the ........"t. If payant II uda att.r the Intere.t coaputetlon data shown on the
HoUc., eddlUonal Int.ra.t MI.t be calculated.
r
..
I -)-.- i'I (,
$u r(lJ" ..",,^~ (\ I
t
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~'1'\Dfl.,l"1 .9~t.
COMI.IOIM~;SYlV'JM
IllPARTW:NT ()( REVn'UE
OCPI 18Cio01
BARRI R RG PA m1a(l6()1
()(CUX:HTS NNJE {lAST,flJlSl,UlJt.llOOl[ IHITIAlIIIW ,tIIri l*xl b"'....,arlh
~
"~:l
U"U
"00
"'0:-'
U..lIl
~
Ii:
..
o
z
~
"
..
0:
0:
o
U
FUNUlllVl
29(,
roMrYCOO{ 'lT~
()
....
I-
Z
W
C
W
U
W
C
.I,
1\ ^ 1\ () I. Il
l' S
l' II 1 L L
OAll or IJIR1H
OAlt.OfOlAIH
socw. M.C~ln N..N8lR
() / 2
8/1 9 02
1/ 2 9 / I 9
9 (,
1 8 1- 0 5- 2 4 4 5
THIS RETURN II1JST BE fUD IN DUPLICATE WllH TIlE
REGISTER OF WILLS
(If Am.ICABUISl.JRVl"MGSPOUS('SNNJ((\.AST,fIMST,NtJ...OOlENT1AI.I SOC1ALSEWUTYtu.lfl[R
010rginalRelum t:i!l2.SupplemenIaIRelum 03RemaindOlReluml......."",.Il,..n
o (Liml\edE.late 04a,futurelntereslcompromose,..........Il.llIn 05,FederalE.lateTIlRelllmRequired
o 6 Oea!<IenlDoed Teslale,""'..,.W<<l 0 7. Oea!<IentMa"la1l1Od a LiY1r9 Tru.II""''''.'Mll - B. Tolal Number 01 Safe Oepos~Bole.
o 9, LitigalJonProcee<I' ReceNed 010. Spousal poyertyCred~I......._",",""""9" 0 11. EIettion III III under Sec. 9113(A)\AU<'''^o,
THIS SECTION MUST SE COMPLETEO. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD SE DIRECTED TO:
tWJE CCJ,4F'\rTELWLlNG.lOOfl.ESS
John II, Broujos. Esquire 4 N. lIanover Street
'\RJlHAAE ~_..., Carlisle, P^ 17013
BROUJOS & GILROY. P.C.
lElEPHClNE tUlBER
717 243-4574
1 Real E.lale (Schedule A)
2 SIOcI<s and Bond. (Schedule B)
(1)
(2)
2 5 3
o 8 4. 8 7
3 CIose~ Held CorporaIJon.P.r1tIership or SoIe-Prop<ieloBhip (3)
z
o
3
::J
l-
ii:
<
u
W
0:
4, Morlgages & NOles Receivable (Schedule D)
5 Cash. Bank OeposltS & Mosall1aneou. Personal Property
(Schedule E)
6 Joonlly CNmed Property (Schedule F)
7 Inler-V1V05 Tran.'e" & t.\Jscel1aneou. Non,Probale Property
(Schedule G or L)
B T oUI Gro.. A."t.{IOlallines 1.71
(4)
(5)
(6)
(7)
4 2 9 3 O. 9 3
(B) I 4 0 7, 8 3 2. 6 2
6,281.72
,3 6 5, 4 0
, 1 I 1 ,8 1 6. 8 2
9 Funeral E.pen... & Adrmn.lralrie COSIs (Schedule H) (91
\0 Oeb\> of DecedenL lo'MJage L~bil,oo,. & Liens (Schedule I) (101
1 6, 6 4 7. 1 2
3 9 I, 1 8 5. 5 0
5, 0 0 O. 0 0
3 8 6, 1 8 5. 5 0
11. T oUI Deductions (tolalL"es 9 & 10)
(11)
(12)
(13)
12 Nel Vllue 01 E.Ute (Line B minus L"e II)
13, Chantable and Govemmenlal Bequesls1Sec 91 13 Tru.ls for which an election 10 lax has not been
made (Schedule J)
14. Nel Vllue Subject'o Tn (Line 12 m"u. Line 13) (141
15, Amount of ~ne 141a..ble
Z .llIle .pousal tal rale , , X .0 (15)
0 See 1n.1IucIion. on reve'" side lor applicable pertenlage
!=; 16, Amounlolline 141a..ble
~~ al6"!.ra'e , 3 8 6, I 8 5, 5 0 x ,06 (161
I-'::l 17. Amounl 0line14 talable
Q. x .15 (17)
~ al15%rale
0
U lB Tax Due (IB)
19,
2 3, 1 7 1, 1 3
2 3 I 1 7 1, 1 3
DATE
'i~II.4.," //(I.)' i/l/D6
') DATE
~\~~ ~c., lle\~ ,-3-0-:'
-
Decedent's Complete Address:
SIRICI A1)()1U~.S
I
j
92H ForhcH Hoad
CJIY
~P^
I {,,,
. 17013
CarllHlc
Tax Payments and Credits:
1 Tax Duo (Page 1 Une 18)
2 Crod,tslPaymenls
A Spousal Povony Crod,1
8 PlIor Payments
C D,scounl
(1)
23.171.13
n.OOO.Oll
I ,ll9H,5h
T 01.11 Crf'(1,ls I A . R , C ) (2}
23,09H.5h
3, InteresUPenally if applicable
D Inlerest
E, Penally
TOlallnlorosVPonally (D' E) (3)
4, II hne 2 is greaterthan line 1 + hne 3, enler Ihe d,lforence Th,s 's Iho OVERP,l\ YMF.NT,
Check box on Pagal Line 19to request a rafund (4)
5, If hne 1 + I,no 3 is greaterthan line 2, enlerlhe d,lference Th,s IS Iho TAX DUE, (5) 72.57
Hettlrn of 12/01 reftlnd rccelvlo'tl 1.127,44
A, Enler Ihe inleresl on Iho lax due, loA]
8. Enler Ihe lotal of Une 5 + 5A, This is Ihe BALANCE DUE, (581 1 ,200.0 I
Make Check Parable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING OUF.STlONS
BY PLACING AN "X"IN THF. APPROPRIATE AI.OCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ....,......... '................................, ~ 0
b. retain the right to designate who shall use the property transferred or its income; ................ 0 0
c, retain a reversionary Interest; or..................,..,..........,..........,.... ................... .....................0 I21l
d. receive the promise for life of either payments, benefits or care? .........................................0 IKl
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequale consideration? If dealh occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .............................................,',.,',..,.."........,......,................... 0 ~
3. Did decedent own an .in trust for" or payable upon dealh bank accounl or security
at his or her death? .........,.....,.................... ,..,..,....'.. ,......,...., ,....,.....,...,..............,.. 0 0
4. Did decedent own an individual retirement account, annuity, or olhor non.probato property?.... 0 Iia
. .: . ,'." !~
IF THE ANSWER TO ANY OF THE ABOVE aUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THF. RETURN
- - -~":ft~:~:~;
72 P.S, ~9116 (a) (1.1) (i) provided for the reduction of the tax rale imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995.
72 P.S, ~9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute does not ex"-mpt a transfer to a surviving spouse
from tax, and the statulory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse
is the onty beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an .x' In the
appropriate space.
Old the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benofit for his or her entire
lifetime? Yes 0 No ~
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder bcncflciary(ics), Enlor the value of the trust o~
Schedule J, Part II, In order to remove it from the calculation of the tax due in Ihis estate, You may wish to file Schedule 0 in ordor to
make the etection available under Section 91 13, If the election is made, the trust or simitar arrangement is taxed in the eslate oflhe
first decedent spouse, the portion of the trust or similar arrangemenl which benefits the surviving spouse is taxed at the zero tax rate,
and the remainder is taxed at the rale(s) applicabte 10 the remainder beneficiary(ies) If you choose to make the election, you must
attach Schedule 0 to a timely.fiIed tax return, along with Schedule(s) K andlor M in order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(ies)
-. ,- '''".
SUPPLEMENTAL RETURN
SCHEDULE H
FUNERAL EXPENSES
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
Commonwealth of Pennsylvania
Inheritance Tax Return
Resident Decedent
Estate of
File Number
J, Harold Phillips
1996.01011
ITEM
NUMBER
DESCRIPTION
AMOUNT
A.
Funeral Expenses
1.
(portion prepaid)
Funeral
First Presbyterian - Church use
Joyce Nelson - Catering selVlce/funeralluncheon
302,61
175.00
302.61
B. Administrative Costs:
1. Personal Representative Commissions - Richard D. Hammann
Social Security Number of Personal Representative:
Year Commissions paid: -0-
2. Attorney Fees: Broujos & Gilroy, P.C.
4 North Hanover Street, Carlisle, PA 17013 15,000.00
3. Family Exemption *.00
Claimant Relationship
Address of Claimant at decedent's death
4. Probate Fees - Register of Wills, Cumberland County, PA 341.00
C. Miscellaneous Expenses:
1. Register of Wills, Cumberland County, PA - Filing Fee for Codicil 13,50
2. Register of Wills, Cumberland County, PA -Inheritance Tax Return 15.00
3. Register of Wills, Cumberland County, PA -Inventory 10.00
4. Register of Wills, Cumberland County, PA - Addt'l Short Certificates 45,00
5, Register of Wills, Cumberland County, PA - Family Settlement Agreement 17.00
6. Cumberland law Journal - Advertising Fee 60.00
7. The Sentinel - Advertising Fee 0.00
TOTAL (Also enter on line 6, Recapitulation)
$16,281.72
JOIIN II, Illl0UJOS
(tuIlER! X, GII.IlOY
BROUJOS & GILROY, P.c.
ArroHNns AI" I.Aw
4 NORTIII IANOVEll STllI'I'!
CAHI.ISI.I',I'ENNSYI.V,\NIA 17U13
717-243-4574
FAX: 717-243-8227
NON-TOI.L mOM J-1AHRISIlURG
AREA: 717-766.1690
..-mail: jbruujos@broujosgilrlly.com
hgllroy@broujosgilroy,com
February 4, 2003
Bureau of Individual Taxes
Inheritance Tax Division
Dept. 28060 I
Harrisburg, PA 17128-0601
Re: Estate of J, Harold Phillips; File No, 21-96-1011; Sept 3,1999
Dear Bureau:
A mistake was made in entering on Schedule H the amount of $20,000 for the personal
representative commission.
Fn"'osl'c1 is a Supplemental Inheritance Tax Return dated February 3,2003, with a deletion of the
commission, which was never paid to the executor.
This results in a reduction of expenses under Schedule H, an increase in net value, and an
increase in tax, in the amount of $1 ,200,0 I.
On page 2 under Tax Payments and Credits, we have listed the prior payment and discount. The
tax due is $72.57.
We are returning the earlier refund of$l, 127.44 for a balance due of$I,200.0I. Check is
I'n"'n~I'c1. Please advise directly at my mailing address if there are any modifications or
corrections, I will await the usual Notice of Assessment of Tax with a zero balance so we can
close this estate. Thank you.
~;~~YYO"':'l
r'/ L;L~\y)
t)
J6hn H. Broujos
Ijs
BUREAU OF INOIVIOUAL TAXES
INI~~t'ANC[ lAX DIVISION
.. DEPt. nOllo'
UAAAISIURG, PA 17U8-0LOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR OISALLOWANCE
OF DEDUCTIDNS AND ASSESSHENT DF TAX
.n.I'"II II' 111.111
JOHN H BROUJOS Esa
BROUJOS & GILROY
4 N HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-03-2003
PHILLIPS
11-29-1996
21 96-1011
CUMBERLAND
101
Amount Re"itted
J
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 ~
REV:is4i-EX-Aj:P--ioFii3Y-iioTicE--OF--fNHERi;:AtiCE-TAin~-piiiiAisEHEiii'",--ALLow;iticE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
J H FILE NO. 21 96-1011 ACN 101
ESTATE OF PHILLIPS
DATE 03-03-2003
ATTACHED NOTICE
TAX RETURN WAS: I
) ACCEPTED AS FILED
I X 1 CHANGED
SEE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Rool E.t.t. ISch.dul. A) III
2. Stocks and Bonds (Schedule OJ 12>>
3. Closely Hald stock/Partnership Intarest (Schedule C) (3)
4. Hortg.ges/Hotas Aacalvable (Schedule OJ (4)
S. Cash/Bank OaposltsJHlsc. Parsonal Property (Schedule EJ IS)
6. Jointly Owned Property (Schedule f) (6)
7. Transfers (Schedule GJ (7)
8. Total Assats
.00 HOTE: To Insure proper
. 00 cradl t to your account I
. 00 sub.it the upper portion
.00 of this for.. with your
. 00 tax paYllent.
,00
.00
IB) . DO
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgege Liabilities/Liens (Schedule I) 110)
11. Total Deductions
12. Het Valua of Tax Return
13. Charitable/Governllental Bequests; Non-elactad 9113 Trusts ISchedule J)
14. Net Value of Estate Subject to T8x
.00
,DO
Ill)
I1Z)
1131
1141
00
.00
.00
366,185.30
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL rsturns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15'
16. Allount of Lin. 14 taxable at Lineal/Class A rate (16'
17, A~ount of Lin. 14 .t Sibling r.t. 117)
18. Allount of Lin. 14 taxable at Collateral/Class 8 rate 118)
19. Principal Tax DUB
NOTE:
.00 X DO :
366,185,30 X 06 :
.00 X 00 :
,DO X 15 :
,00
21,971.12
.00
.00
21.971.12
1191:
NUHBER
AA185185
AA185208
REFUND
CD002121
INTEREST/PEN PAID I-I
1,000,00
98.56
.00
,00
AHOUNT PAID
19,000.00
3,000.00
1,127,44-
1,200,01
DATE
02-19-1997
02-27-1997
11-19-1999
02-04-2003
23,171.13
1,200.01CR
,00
l,200.01CR
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR I, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS.)
H
RESERVATJDNs Est.t.. of dlcldlnt. dying on or b.for. O.c..blr ll, 1981 ~~ If .ny future Int.r..t In the I.tat. I. tran.f.rrld
In po.....lon or ,"Joy..nt to Cia.. a (collat.rall bln.flelarl.. of tha d.cedlnt aftlr the ..plratlon of any ..tat. 'or
11'1 or 'or Ylar., the Co..onw..lth h.reby ..pr...1Y r...rve. the right to appral.e and "'1" tran.f.r Inh.rltanca Tlxl'
at U,. la",'ul Cia.. I (coUatanll rllt. on BOy .uch future Int.rast.
PURPOSE OF
HOTlCEs
To fulfill tha r.qulr...nt. of Slctlon ll40 of tha Jnherltanc. end Estate Tax Act, Act lS 0' ZOOO. (7Z P.S.
SICtlon 91401.
PAYJtENTI
aatach the top portion of thl. Notlc. and .ub.lt with your paYllnt to the Ragl.t.r of Will. prlntad on tha ravlr.. .Idl,
""aka ch.ck or .onay ord.r payable to: REGISTER Of MILLS, AGENT
REfUND (CAll
. r.fund of . t.~ cr.dlt, which wa. not rlqul.tad on the Ta. R.turn, .av b. rlqua.tad bv coaplatlng an "Application
for Rlfund of Pannsvlvanla Inh.rltanca and Estat. Ta~" IREV~IS1SI. Applications ar. avalleble at tha Dfflc.
of thl R.glstat of Wills, any of thl lS AavanuI nlstrlct offlca., or bv calling tha special l4-hour
answlrlng Slrvlcl for forls orderlngl 1-800-S6Z~Z050, sarvlce. for ta.paVlr. with ,plcl.1 h.arlng and I or
sp.aklng nlads: l-aOO.447-S0Z0 (TT onlyl,
oaA:CTlDHSs
Any perty In Intar..t not .atl.fled with tha appralsa.ant, allowanc., or dl.allowanc. of daductlon., or a...s...nt
of tl~ (Including discount or Int.r..tl a. shown on this Notlc. au.t obJact within sl~tv (60) days of rlc.lpt of
this Notlc. by:
..wrltt.n protist to the PA D.parta.nt of Rav.nu., !oard of App.als, Dapt. l810ZI, Harrisburg, PA
...llctlon to havI thl .att.r dat.raln.d at audit of the account of the parsonal rapr.sentatlve,
..epp.al to thl Orphan.' Court.
171l8-IOll,
OR
OR
AOKIN.
ISlRATlVE
CORRECTJONS:
Factual Irrors dl.cov.r.d on thl. as...s.ant should b. addra.sad In writing tal PA D.partaant of R.v.nu.,
aur.au of Jndlvldual Ta.e., AlTNs po.t As.esSlant R.vllw Unit, Dapt. l80601, Harrl,burg, PA 171Z8-0601
Phon. (717) 787.6505. S.. pag. 5 of th. book lIt "In.tructlon. for Inhlrltancl la~ Roturn for a AI.ldant
nlcad.nt" (REV.1S01) for an ..planatlon of adalnlstratlv.ly correctabl. .rror..
DISCOUNTs
Jf any tl~ due I. paid within thr.. (S) callndar .onth. aftar the dlc.d.nt'. d.ath, a flva porc.nt 15XI dl.count of
the ta~ paid I. allow.d.
PENALTY:
T~ 15% ta~ aano.ty non-plrtlclpatlon penalty Is coaputad on the total of tha ta. and Intar..t a...ss.d, and not
paid b.fore January 18, 1996, the flr.t day aftar the .nd of tho ta. a.no.ty p.riod, Thl. non.partlclpatlon
p.nalty Is appaallbl. In thl .... lannar and In the tho seao tl.. plriod I' you would app..l the ta. and Inter.st
that ha. baon ..s....d as Indlcatld on thl. notlc..
INTEREST.
Int.rl.t Is charg.d big Inning with first day of delinqu.ncy, or nine (91 aonth. and on. (I) day froa tha data of
death, to the data of pe~'lnt, Ta.as which b.caaa d.llnqu.nt bl'ora January I, 198Z b.ar Intaro.t at tho rat. of
sl~ C6XI perc.nt p.r anno. calculatod at a dally rate of .000164. All ta.ls which baca.a d.llnquent on and after
January I, 198Z will bear Int.r.st at a ratl which will vary froa cal.ndar y.ar to cal.ndar y.ar with that rate
announc.d by the PA napart..nt of A.vonua, Tho appllcabl. Int.ra.t rat.. for 198Z through ZOOS .ra:
Jnter..t Oally Intornt D.lly Jnternt
~~ Ya.r ~~!.!!!"~
Vaar
DailY
~
1982 ZOlC ,000548 1987 .~ ,OOOZ47 1999 7~ .OD019Z
1985 I.~ .000458 1988-1991 llZ .000501 lOOO .~ .000Z19
1984 II~ ,OooSDI 1991 .~ .000Z41 ZOOI .~ .OOOZ47
1985 13~ .000356 19'15.1994 7> ,OOOl9Z ZOOZ .~ ,000164
1986 lOX .000ll4 1995-1998 .~ ,OOOZ47 ZOU OX .0001S7
..Interast Is calculat.d a. 'ollow'l
INTEREST = BALANCE OF TAX UNPAIO X NU"DER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. l.su8d aft.r thl t.~ b.co.a. delinquent will r.flact an Intere.t calculation to flft.en (15) davs
b.yond the datI of tha a.s....ent. 1# paYlant I. aade .fter the Int.re.t co.putatlon data shown on the
Notlcl, additional Intar.st au.t be celculat.d.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE UM DIVISION
D(pr. llIabOl
IURRISIURC, PA 17128-0bOI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOHN H BROUJOS ESQ
BROUJOS 8 GILROY
4 N HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-28-2003
PHILLIPS
11-29-1996
21 96-1011
CUMBERLAND
101
Anount Ren! Uad
*
IIW.lltI (I,,, III-lit
J
H
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HDUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your 8Ccount, subnit the Upper portion of this forn with your tax paynent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V=iSiij-Ejf-AFP--ioi-:03'------.ii-iNiiERi-iANC-i-YAj(-REc:ORD--AOj-USTH-iNT-ii.-----------------------------
ESTATE OF PHILLIPS
J
H FILE NO. 21 96-1011
ACN 101
ADJUSTMENT BASED DN:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
1. R..l Est.t. (Sch.dul. Al
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schadul. CJ
4. Hartg.gas/Notas Recelvabl. (Schedule OJ
5. Cash/Bank Deposits/Hlsc. Parsonal Property (Schedule EJ
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule GJ
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adninlstratlve Costsl
Hisc81laneous Expenses (Schedule H)
Debts/Hortgage Liabilities/liens (Schedule IJ
Total Deductions
Net Value of rax Return
Charitable/Governnental aeqUests; Non-elected 9113 Trusts
Net Value of Est.t. Subject to Tax
10.
11,
12.
13.
14.
TAX:
15. Amount of line 14 at Spousal rat.
16. Anount of Line 14 taxabl. at lineal/Class A rate
17. Amount of line 14 at Sibling rate
18. Amount of line 14 taxable at Colleteral/Class Brat.
19. Principal Tax Due
AX CREDITS:
DATE
02-19-1997
02-27-1997
11-19-1999
02-04-2003
BALANCE OF UNPAID
HUHBER
AA185185
AA185208
REFUND
CD00212I
INTEREST/PENALTY AS
INTEREST/PEN PAID (-I
I,OOO.OD
157.89
.00
59,33-
OF 02-05-2003
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIDNAL INTEREST.
III
(21
(31
(41
(51
(61
(71
,DO
253.084,87
,DO
,DO
111.816,82
.00
42.930,93
(81
DATE
02-28-2003
(91
1101
16,281,72
365.40
1111
1121
1131
1141
407,832.62
16.647.12
391.185,50
5,000.00
386.185.50
,DO
23.171.13
,00
,DO
23.171.13
23 171.13
,DO
220,31
220,31
IF TDTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TDTAL DUE IS REflECTED AS A "CREDIT" (CRI, YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIDNS,I
(Schedule J)
ll51 . DO X DO =
ll61 386 .185,50 X 06 =
ll71 ,00 X DO =
ll81 ,00 X 15 =
1191
AHOUNT PAID
19,000.00
3,000.00
1,127.44-
1 200,01
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,
PA\1tENTI
aetach the top portion of thl, Hatle. and lubalt with your pay..nt ..da payable to thl n... and addr..'
printed on thl raver.. ,Ida.
__ HIke check or lIDMY order plyable tal REGISTER OF WILLS, AGENT.
REfUND ICR)I A r.fund of . ta. credit, which WI' not raqua.tad on the ta. Return, ..y ba raqua.tad by co~l.tlnD an
"application for Refund of Pennsvlvanl. Inheritance and Est.t. 'a." CREV~l]I]I. Application. .t. avalllble at
the Office a. the Aeglstar of Willi, any of the 23 Ravenue District Offlc.. or fro. thl Depart..nt"l Z4~hour
answ.rlna .srvlce for 'or.. orderlngt l-aOO-36Z-ZDSO, ..rvlc.' for ta.plyat. with spacial h..rlng and I or
Ipa.dng n..dll 1.SOO-,....7..saZD en onlY).
REPLY
TD.
Qua.tlonl ragardlng .ttor. contalnad on this notice should ba addr.ss.d tal PA nepart.ent of Revenu., Bur..U
of Jndlvldu.1 T...., ATTH1 Pa.t A..e....nt Ravlew Unit, Dept. Z80601, Harrisburg, PA 17128-0601, phone
l717) 787-650S.
OJSCOUHT !
Jf .ny tex dug I. p.ld wl~ln thr.. lS) cal.nd.r .onths aft.r the decedant"s death, a flv. parcant ISX) dl.caunt
of ~. tax paid I. allowed.
PENALTY I
Tha ISX taM aan.stv nan-participation pen.lty Is ca.putad an ~a total of tha tax and Intar..t aSlassed, and not
paid bafor. January 18, 1996, tha flr.t day aft.r the .nd at the tax ..na.ty p.rlad.
INTEREST!
Jntere.t 1. chargad b.glnnlng with flr.t d.y of dellnqu.ncy or nln. (9) .anth. and ona 11) d.y fraa tha d.t. of
d..~ to ~. d.ta of pay.ant, Tax.' which b.c... d.llnqu.nt b.fara January 1, 1982 b.er Int.ra.t at tha rat. of
.1. (6X) pare.nt par annu. calculated at a dally rat. of ,00016'. All ta..' which b.ca.. dallnquant on and aft.r
January 1, 1982 will baar int.r..t at a rat. which will very fraa calandar y.ar to calandar yaar with that rat.
announced by tha PA Oapart..nt of R.vanu.. Th. .ppllcabl. Intar..t ratas far 198Z through 2005 ar.l
Intarast O.l1y Jntarnt Oally Int.ra.t Oally
Yaer Rata Factor Vaar Reta ractar y..r Rata ractor
- - - -
1982 zOX ,0005'8 1987 .~ ,0002" 1999 7X .000192
1985 16X ,000'38 19118-1991 11~ ,ooOSOI ZOOo .~ .000219
1984 11~ .000301 199Z .~ ,000247 ZOOI .~ ,0002"
1985 U~ .00OSS6 1995-1994 7X .00019Z ZOOZ .~ .000164
1986 I'~ .00027' 1995-1998 .~ .000247 zoOS S~ .ODDIS7
--Intara.t I. calculat.d .. follow'!
INTEREST = BALANCE DF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Natlca Is.uad .ftar the taM baca.es dalln~.nt will reflect an Inter.st calculation to flft.an 115) day.
b.vond the data of the ........nt. If pay..nt Is aada after the Intarast co.putatlon data shawn an th8
Hatlca, additional Intara.t au.t ba calculatad,
h~..t"'''1'!> ~.
,
PAVHEHh
Detech the top portIon of thl. Hotlc. and .ub.lt with your pay..nt .ad. payabl. to the na.. and addre..
prInted on th. nv.r.. .Ia.
If RESIDENT DECEDENT .ake check or .oney order payabl. to: REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEO[HT .ake check or .on.y ordu payable tOl COHHONWEAL TH OF PENNSVLVANIA.
REFUND (CRI. A refund of a ta~ cr.dlt, which wa. not r.que.t.d on the Ta. Return, .ay be r.que.ted by co~l.tlng an
-ApplIcation for R.fund of Penn.ylvanla Inh.rltanc. and E.tat. Tax" (REV-1313). Applications .r. avallabl. at
the Off Ie. of the Reglst.r of Wills, any of the Z3 R.venue DI.trlct Offlc.. or froe the Depart.ent.. Z~-hour
answering .ervlce for fora. ord.rlng. l-aOO-36Z-Z050J ..rvlc.s for taxpayer. with sp.clal haarlng and I or
.peaklng need.1 l-aOO-4~7-30Z0 CTT onlyl.
REPLV TO: au.stlon. r.gardlng .rror. cont.ln.d on this notlca .hould b. addre...d tal PA Depart..nt of R.vanue, Bur.au
of Individual Taxe., ATTHI Post A.......nt Review Unit, D.pt. 280601, Harrisburg, PA 17IZ8-0601, phone
C717J 787-6505.
DISCOUNT I
If any tax due I. paid within three C31 cal.ndar aonth. after the decedent', death, a five p.rcent (5~J dllcount
of the tax paId I. allowed.
PENALTY I
The Is~ tax aan..ty non-particIpation penalty I. co.putad on the total of the tax and Int.r.st a,s....d, and not
paid b.for. January la, 1996, the first day aft.r the .nd of the tax ..n.sty periOd.
INTEREST.
Inter..t I. Charged b.glnnlng with flr.t day of delinquency, or nln. (9J aonth. and on. CIJ day froa the date of
death, to the date of pay..nt. T.... whIch bec..e delinquent before January I, 198Z bear Intere.t at the rate of
,I~ C6XJ percent p.r annua calculated at a dally rat. of .00016~. All ta~o. which b.ca.e d.llnquent on and after
January I, 198Z will bear Int.re.t at a rate which will vary froa calendar y.ar to cal.ndar year with that rate
announc.d by the PA Dapart.ent of Revenue. Th. appllcabla Intare.t rate, for 198Z through Z003 ar.:
Intere.t Dally Interest Dally Int. rest Oalh
V.ar Rate Fector V.ar Rate Factor Vear Rate Fector
198Z zn .000548 1987 O~ .000Z~7 1999 n .00019l
1983 I.~ .000438 1988-1991 IU .000301 lOOO .~ ,000Z19
1984 IU .000301 199Z OX .000l47 lOOI O~ .000Z47
1985 U~ .000356 1993-1994 7X .00019Z ZOOZ .~ .000164
1986 lD~ .000Z7~ 1995-1998 O~ .000tU tOD3 S~ .000137
-.Intar..t II calculated a. folloWI'
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
--Any Notlca I.sued aftar the ta~ baeo.a, d.llnquent will r.fl.ct an Intere.t calculation to flft..n (151 days
b.yond the data of the a".I..ent. If pey.ent I. .ad. after the Intar.st co.putatlon date shown on the
Hotle., additional Inter..t au,t ba calculat.d.
,
. -- . -' -. .- .......-...- . .. -
'.
-
<.
- - - - - - - -
- - - - - - - - - - - - -
.~
PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO
THE REGISTER OF WILLS LISTED BELOW
ESTATE OF
PHILLIPS J H
FILE NO/SSN 21 96-10ll
COUNTY CUMBERLAND
DATE OF ASSESSMENT 02-27-2003
ACN l01
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
I
'1/.. 9{,-IOII
~ fh
~...."''''''..../,.''.
"
.,
,
I
,t (- .' d.
. -""J
;. ..... I~' f
.:~~:')
-.
. ~' \
, ... .,,'
Cl . r.; \
.1 't':~ .
. ;".f /~ .
. . .
. .. " f
t " ,. 'I
,
t~'
..:;.
,t
i" f
\, "
:', -
~.
:"
,1
.- "- .._-
~~--.....
'...... ..
'''I-~
._311" t.. - ~.
--..-
.----
.
..
.
/
STATUS REPO/lT UNDER RULE 6.12
Name of Decedent: :r J./"ro/./ (>h://,I'!>
.
Date of Death: /1':l'1- 'It.,
Will No, Admin. No, /'l~r;, - 0(01(
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:
l. State whether administration of the estate ls complete:
Yes No X
2. I f the answer is No, state when the personal
representative reasonably believes that the adminlstration will be
complete: 2. ",n~f1G
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 sepa rilte Orphans' Cuurt 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 receipt,
approvals of formal or informal accou
Cerk of the Orphans' Court and may be
Date: (I. Z-ft-oo
'-
.:Tof..~ II e, ,;u.,jcs
Name (Please type or print)
YAf.
Address
f/d" OV f',
51. C",-/'-s{e--
,
(717 ) ;, V J ,- If ~- 7'1
Tel. No.
(MAH:rmf/AM3)
Capacity: Personal Representative
X Counsel for personal
representative
E
-"
STATUS REPORT UNDER RULE 6.12
Name of Decedent: :r: fl,:r C /.f t /., II. (':>
Date of Death: 1/ - :l 1- (fto
Will No. Admin. No. /9'/t:. . <)/01/
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 No./
state when the personal
that the administration will be
2. If the answer is No,
representati~~~easo~ably believes
complete: ~ ' '2.0 .~P
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 acco nts may be fkl with the
Cerk of the Orphans' Court and may be att rr~~o t is ort,
, Date: ,. 18 -Or)
... ,~
;:["" /11'\ H, () r c ,< ".!. C s. "ir~
(Please type or prin )
'/ AI, f/a'tu>'u St. C"r(.-dc-_
Address
_( '1/11 J 'no '1')7'-1
Tel. No.
Capacity:
Personal Representative
~ Counsel for personal
representative
.....
....1:
(H.AH: rmf/AM3)
CumberlLlnd County - RegioteL- Of Willu
lIL1nove L" LInd II igh St wet
CLlrlillle, P^ 17013
Phone: (717) ;!'10-G3'15
Date: 10/08/2002
RICHARD 0 HAMMANN
928 FORBES RD
CARLISLE, PA 17013
RE: Estate of PHILLIPS J HAROLD
File Number: 1996-01011
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/29/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~)JJ.&?~ ~~j/~v
MARY C. LENIS pl<U( ~
REGISTER OF WILLS
cc: /File
Counsel
Judge
09043402062003 Cumberland County - Register Of Wills
ROW621
File No 1996-01011 PA File No
Decedent PHILLIPS J HAROLD
P'lge 1
2{06/2003
2196-01011
Docket Entries
D/E Date
No. Filed
001 12/05/96
PETITION FOR PROBATE AND GRANT OF
OATH OF PERSONAL REPRESENTATIVE
CODICIL
DEATH CERTIFICATE
LETTERS TESTAMENTARY
002 12/09/96 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY
003 02/07/97 CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
004 02/19/97 INHERITANCE TAX PYMT
PAID - 196000.00 ACN - 101
JOHN H BR UJOS ESQ
RECEIPT - 0185185
005 02/19/96 INVENTORY
006 02/27/97 INHERITANCE TAX PYMT
PAID - 3 000.00 ACN - 101 RECEIPT - 0185208
JOHN BROUJOS ESQUIRE
007 09/07/99 INHERITANCE TAX RETURN - DOCKET 16 PAGE 146 LINE 7
008 09/07/99 STATUS REPORT 6.12 INCOMPLETE
010 12/21/99
REV 1547 NOTICE INH TAX APPRAISEMENT ACN 101
SEE INHERITANCE TAX EXPLANATION OF CHANGES
Docket: 15 Book: Page: 7.00
REV 1607 INH TAX STATEMENT OF ACCT ACN 101
TAX DKT 15 PAGE 146 LINE 7
009 11/30/99
011 01/18/00 STATUS REPORT 6.12 INCOMPLETE
012 11/28/00 INCOMPLETE STATUS REPORT 6.12
013 02/04/03 FAMILY SETTLEMENT AGREEMENT
014 02/04/03 SUPPLEMENTAL INH TAX RETURN TAX DKT 15 PAGE 146 LINE 7
015 02/04/03 INHERITANCE TAX PYMT
PAID - 1,200.01 ACN - 101 RECEIPT - CDOO02121
7
),,'~<'/
c,.Y ./ P .
-' <,/,
/r 1.-,-
~ .,!/JI.I";:/, Y,h',1;,'7'
o _." /'J
U ' I" ,
'l! j'" -' i' ." . /;,1,
~ - ,.
.c 0
1Il e- -,..
~ e ~;
w 0 is c
...J -l!~!
u .! ~ ~
U U"
~"-gcf
- ~ t'lI cD
..... = ";: ~
~ ~ J!:-e
~ 58
..0
;
';;,
~
a:
'.-,........!
"
;11 III
"
i
i
~ \ I
.,.!
l"'~
'''}
c ~;
:ll
"
',I' ',..
..' '\.'
u: ',,'
'~:\<,-~,.t,
,~\ (/1.- .--
;1 ~
..... ,",
\
,.\
"'
.,
,I
.'
.,',
~
I \
II,'"
"
~._~.'
((-,
", .~:;....>
~--0
J '. ,.__
............! ..---r
, -...:.-.
.~.;.J, -::..>
-,Z.-'--
./_,
....-;-- '''-
< "/"", -'
L_'
,
,.).)
_"'::--::-~ ~~\
,(
./.,.) -,
.-;-~
~-
<~..~-) ,
, ,
'---, '. /':'
~;t_.-
'-,
......
, -';>
, j)
, ,.,/
0'_...
.
.
~. ..~ ....' .
a:
...
j!:
o
o fil
..
..
...
t:;lli
",ZWCI
",~a:ca
~ot;"'5
-Z_C,
CIJilllCa:.......
9....w....!::
-Ocalllh...
!i:"':E....
wcE!ffi::!
-.....->
W !::!~:Z:~~
,.., t:_UWCO
u.. _=CI.:
-" ~wrnt-Z
..J _ ",1:00::>
o .... _CZZ t
~ ~ 01\00
I- ",<~(J)
Ld 111<0
~ o:n
ZC'"JI-ci
::>('01(/)0:
~""J:::>
-;....I-cn
>-Xo:(/)
::Ig~o:
~Offi~
(/)Q.NJ:
l/'j
-
,-
-,
--
-
-
-
-
.'
-
1":'
1"',1
Ill"
11:1
,.,'..
..-1
I,...
,,..
"I
1,"li1
I"~~
.rl....
...
I
...
o
...
r"
...
x
'\,'1
.;-';
,
,
.
t.
~ ,I
~ ~. .
'I'
'.
.
." . ,
., I
" f .\
..
, .'
fj~
,
\'
"
___..._.__:--_.~~ _ _ i
,- ," .
._~. ..--'
--
o
.
.
)
"
J
.'.
,
.
'...'.
"
"1:':' .
~ -. ~>" ..
~ )~
~
,
:::::.
~ ,,) .
~
....... ~ <(t.:lVl
0
'\~ ~
,
" ~ tW ,
, :z:
'/:-"~ ~ . .; Q ,
W
..
..
t >) \ \1, W
1;;:;
cnZwc
cn:r; a: ccc
wct;U)a: ".
\~ , 14 \\ I :sz_cc;
"'a:w
i . .'-.:.;3; , ~ ~...w-,a:
arollDO
....z::ec:C....
r, ffiQ:Jffio
_wz>....
~ u....:z::-w
::l ' i:6:G.ud-'
~ ~!:)Q=
"" "'r::"'.....z
z oO:J
-cczz,
DODD
~\
\t',~"\\
l:3"'" ......
,- ~
, ->
:::.~
'-<:,
,
11'
11'
11'
(1..0
,r4I
r.Y:J
(\01'
"II
,l1O
~....
~
,'..
..
't
t';.
. '---..'
,
t.
> V,
. ~.. 'l' ,
)0
.
.
)
\
."
-j
'.
,
. ,
, ,
/1
I
.,,' ..;.: ..~.
.... ,- ..
"
.
, ;"
,,~
"
.
J
1::~
~. :
.'
.
--
__-_---.~_-~..... - - 1M.
r--_.' .
.,.:.
-
,
,
Cumberland County - Register Of ~lills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240 - 634 5
Date: 12/01/2004
RICHARD D HAMMANN
928 FORBES RD
CARLISLE, PA 17013
RE: Estate of PHILLIPS J HAROLD
File Number: 1996-01011
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/29/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
4, ~-'" .~i
It'b;ul;L v(2luz:;A..J }t/fA;,: {} ,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
,.
. .
,
.,
,
,