HomeMy WebLinkAbout96-01019
,- "/5'-1'17-/
PETITION "OR PROBATE and GRANT 01' LETTERS
..1.t:..9.-lo - 1019
/:,\,"'" IIJ _J\lbcr.LE---Bot.to
II!.'" kllllll'/1 liS _Alber_~l.!l Botto
No.
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
SIIdll' S,'('urity No.
Deceased.
161-07-2~75
The 11etitioll of Ihe IIndersigned respectfully reprcsenlS that:
Your pelitioncr(s), who is/arc 18 years of age or older all the exeCUI rix
ill Ihe 1'"1 will of Ihe abol'e deeedeRt, dated september 16
alld eodicil(s) dated
Ramed
,19~
~glgn M. Botto d~o~ M~y d, 1QQh
l'ilalC fC!C\"anl drcmlUumccs. e.g. fcnunciiuion. dcalh or c\cculor, etc.)
De.elldenl was domiciled at death in Cumberland COUllty, PennsylvaQia, with
h la,t family or prillcipal residence at 33 walnut St.. BoilJ.n., SprJ.ngs,
so~1.~iddleton Township. PA 17007
lIiM slrccl, number and mum:ipalil)')
November 3
,19 96
DeeeRdeAl, then 84 years of age, died
a1_ Carlisle Hospital
beepl al rollows, decedeRI did not marry. was not ~ivorced and did Rot have a child born or adopted
after exeeulion of lhe II ill offered for probate; was not the victim of a killing and was never adjudicated
ill\."OIt1I'~tcnl:
Deeendel1l at death oWRed properlY with estimated I'alues as follows:
!If domiciled iR Pa.) All personal properlY
!I I' not domiciled in Pa.) Personal properlY iR Pennsyll'ania
(II nnt domiciled ill Pa.) Personal properlY iR County
\'alue of real eSlale in PeRRsyll'ania
litUaled a, followI:
$160.000.00
$
$
$
WHEREFORE, pelilioner(s) respectfully request(s) the probate of the last will and codicil(s)
pre,emed herewilh aRd the graRI of lellers testamentary
--.,....----
(IC\tamCnliU)': adminimalion 1:.1.".; admini\lIalion d.h.n.c.,," )
lh\.'ulI1.
,
;:
~Z
, -
~:1
U
;.
r
---...--
LIt-
Shenk
33 . alnut street
Roiling Sprinqs. PA 17007
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01: PENNSYLVANIA l 88
COll"n' OF . CUMBERLAND - J
The pelitionert') above,named ,wear(s) or affirm(,) thai lhe S1atements in the foregoing petition arc
trlle and correct to Ihe he,1 of the knOll ledge and belief of pelitioner(s) aRd that as personal represen.
tali"el') nf the abo\'e decedent petitioRcr(s) will well and truly adminiSler the eSlate according to law.
i?!.~~;~!!~ s~~-i
S,""n In or affirmed ami sub,.;r:bed ~
before me Ihi> 9 da) of
SJ., De!::embet: ,,19~
_.l1Y!.'~~{j..',.d.'; , ". I . I , &~" ..<</ " t,
Mary r:J. Le'illS 1 R(J~is/~lr '
'"
'"'
"
.,
~
"
~
~
---;"_1 _.4 ",vaf"-'
11I0. 7.1-96-1019
Estate of ALIlER'I' P. 1l01'TO
iJ Ik/II/ AI.BER'!' PAUl. 1301'1'0
I>ECREE OF PROBATE AIIID GRAIIIT OF LETTERS
. Deceased
AND NOW December to, 19-2-6-, in consideralion of the petilion on
lhe reverse side hereof, salisfoclory proof having been presented before me,
IT IS DECREED Ihallhe inSlrument(s) dated September 16, 1991
described Iherein be admitted to probale and liIed of record as Ihe lasl will of .lLU~!'lr t P. Bot to
Cl/k/iJ/ A 1berl: PiJul Botto
and Letters T""tam"ntary
are hereby gral1ledto Margaret M. Shenk
FEES
Probate, Letters. Ele, ......... S 7.35.00
Short CertifienleS(4 ) .......... S 17..00
Renunciation ................ S
x-Pages (3) S 12.00
JCP ,
TOTAL _ S 5.00
Filed . .~:-.e:n!~!: .~9!.l.~??..... ~.~~:~~
'_ 9lbw-~) ~~~~-4;;
? .# URcgi"cr of ilh Mary C. Lewls /'"
~ce:a'.;~A ~ '
William ~ nani"]"r 2771~ '
ATTORNEY (Sup, CI, I,D, No,)
One W. Hiqh st., Carlisle. PA
ADDRESS
717-241-1Al1
PHONE
C'(~
Called Attorney on December. 11,1996.
, -
..
Thi, i, III unil~ Ih.ll tilt' 1I111l111"t1illll hl'll' ,"':I \t'1I1'\ ~IIHUtly llll'lt.d IHllll ,In tlli,cillJlll'ltifl(;llC of de.llh dilly fikd \\:ith lIle .1\
I.lIl.lllh-gl'\ll.lf Tilt l)11,~:lIl.d tt:"IIILllt. \\dllw hl!w.lr~lL',110l tllt" ~f.lll' Vit.d Hntllih ()ilill~ fc:r j1l'nll.IIll'llllilil1g
WARNING: Ills lIIegBlto duplicate this copy by photostat or photogrBph,
No.
;fo.;.iii;".;Wi~~
...i'\.~,~{;~
~' f;i~' " .*:~
~.':"""~~.
~ ',~ ' ',~
.... -
, ,.
. " .
~,- - ',' .~
~~ ~'._~fr;.; ~ /~~
Af,p~_:-[~\~
If7~U~",1
"1,-" 1\ -,' ('
...-1/~'~-,~All.t/~J \..
..._1':\..>' ....oj> . ,....
,_SLi.
LOlal Rl'.~islrar
{-. - .,..
, (:, (I" . 'V't/:'
"- ~;..:;~~~\ .~ "
Fu'loI 1l1L' ll'llIfi',IIt", $.'00
3952174
NOV. 0 7 t9Q6
- .----.------- .----.--
(),IlC
...n..,..'
CO"MONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH t VITAL RECORDS
CERTIFICATE OF DEATH
"
of'fc) Albert Paul Botto
ou
I. Hale
.wtn'_"
IoClC1AI.S(C\Il'ITl'NIJII,IIlI(Il
. 161_07 _ 2679
OoftOlDU.H~"I"'_1
, Nay 3 1996
l.-.otlllDJrt
-'I-
I De
W1HP\AC1tl:-._ "-.I.Ct(1lDlollHC.....
s.-..,...;r,c...,.."Pa tt01I'l1Al
Conshohocken........1O (~O
,
'.a.lllHAloltIf""'..-..."""...................
::"'0
..
~lorOUltl
Cumberland
Carlisle
33 Walnut St., 17007
" Doiling Sprlngs, Pa,
'"
..
-
....
Cumberland .......' ,,.O::...-::::.=:..
YOllt(lII......Ul'..._.......~
, Mar Smith
JIofOAlolloHI',w.u.aaoDAlU!$O''''u""'""'Slot lIP
Same as No. 16
I'UCI 101I._.. 0-.
..C>>trl'lll:t
st. Matthew Cem.,Conshohoc en,
,
~'="'1~
--
Widowed
,ft,(J......-..... Sout.h
11I-"'---
1011 IfI'SIdU.o.tOCC\INIIOH .~Ol'~I!~llll
~':';;:;'::'';:''::':::J:.u: .-
. 1I Office H r. Kead p9 Transp. Co.
OIC(Oll"ISI>&AllINQIlIOf\(U~...c."""""""'/",Co.lol O(C(Il(Hl"
"'''''
"....'"
~"'oD<n
..<A.....
'II....
Mlddlot.on
...
U.r...ftSH"Ul"'" I.I.)N I'"
,
""(lftMAH1SHAMII ""f'>~
Jose h Dotto
..,
""
....CX~O
O....~.
."
1996
Pa.. 19428
_0
"
.""'L:
.
OWI(AIoOAODfltSl ''''''IT'
L _ Willi A. Moore Funeral 11m, Conshohockon, pa
...-
~
uCC...touUMll
IIIb O'H rfIJ'~
y ~l /V'P..:J;-;o.j_l 199G
,'.f'Ulll: ,........_................,.po.__c_...._Do""'_...._dl",.........C..-..._....,_ --..--
l......_c_..__
IlUlAN
O.tJfOl"JUAl
.......0.0.....1
I--
I=:'::
1
,
!
,
,
,
I
!
,.
"Ul 01 "lUItl
.........
...-- .-
..-................._.-.."""1
RQ....J p...lulf-
OVf.l'OlCJUUcc.".l~'aul~ ./
(,.H<c,jJJh'..t-/fl6_-f -(.1 ~t't...
OUC:T'Ol'J'A$At '~~"ICIUl,
l:
, ,
OUC:T'OIl"~"5.C(H'.HMIIC[0I'
W\HlOlU1'OMf'Hli"IG' '-lAl",,"(1lll(ollH
..-.u.&l11'tl>()ll1O
COW\flIClHOI'c.t.vv. -- Il;!
ClOI.ctHJ -
~- U --
_0 ..0 ..~ 0 CaM""'M__
oH.IUIlfollflC)ltll'
..
'b ...
ClIl'....'CO-....,...
.u.,..t..o'"'IIOA'I~........'ll._~__......~..._....t1t<n&A.toJ_.otc.."'__I...
..............'-'"""......____.....'_11__.......... ..,......,
n
o
L1
[1 !:'"loCfClf...,.,..'...__":._......_, '"
~...~...'"
...
__ n ...[1
-
',.- -""OUlll.,.'""SCI-&H~_'p_..""ll__.__..<_~-f
.....Mool..""...............................-.- ..............._.....'.-01'1__......
.1I(DtCAlllA....~
o.._........__.....".............""....-........._.......-....................-I....~.I...
...-..-.................................................................'...,.'..,........ ."....
."
MC4tlU.lll
II
17"
lLb~
..
,vdU€, _orA..
7_,-L$.f ,
o
'..'
('
C;,
I
u
r:1
,- ~ ff-
e:-
".1
F'
,~l ~
DU
.t.
l~
, ,
=
is
~i
..
~
~
~
=
~
I~
~
~
~
S
o
t:
o l!:
~ ~
. I
Po. III
Cl'I
Eo< I
ffi rl
~
~
o<C
:z 8
< ~
~ ~
u Cl s
u..I < ~
:r:~~
e~ ~ H
- >- 0 :<: .
ltu..l~~~
o ~ t- -~
~~g~~
. 0 ~
u..I '" ~
~ ~ ~
o ~
u ..
..J ..
_ 0
~ ~
.
I, ALBERT P. BOTTO, of Norristown, Montgomery County,
Pennsylvania, declare this to be my Last Will and revoke any Will
previously made by me.
ITEM I: I direct that all my just debts and funeral expenses
shall be paid from my residuary estate, as soon as practical
after my decease as a part of the expense of the administration
of my estate.
ITEM II: I bequeath my automobiles, clothing, jewelry,
books, pictures, furniture and furnishings and other articles of
personal or household use and equipment, (not including cash or
securities), together with all insurance relating thereto, to my
wife, HELEN M. BOTTO, if she survives me by thirty days. Should
my wife, HELEN M. BOTTO, not be living on the thirty-first day
after my death, I bequeath such tangible personalty and insurance
thereon to such of my children as are living on the thirty-first
day after my death, to be divided among them by my executor with
due regard for their personal preferences in as nearly equal
shares as practical.
ITEM III: All the rest, residue and remainder of my entire
estate of whatever nature and wherever situate, I give, devise
and bequeath to my wife, HELEN M. BOTTO, if she survives me
by thirty days.
ITEM IV: Should my wife, HELEN M. BOTTO, predecease me or
die on or before the thirtieth day following my death, I give,
devise and bequeath my entire estate of every nature and wherever
situate to my children living on the thirty-first day following
my death, in equal shares, or should any of my children
predecease me, then to said deceased child's children, in equal
shares, per stirpes.
ITEM VI I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM VI: I appoint my wife, HELEN M. BOTTO, executrix of
this my Last Will. Should my wife, HELEN M. BOTTO, fail
to qualify or cease to act as executrix, I appoint my daughter,
MARGARET M. SHENK, executrix of this my Last Will. Should my
daughter, MARGARET M. SHENK, fail to qualify or cease to act as
executrix, I appoint my son, FRANCIS J. BOTTO, executor of this
my Last Will.
ITEM VIII My personal representatives, trustees and
guardians have the following powers in addition to those vested
in them by law and by other provisions of my Will, applicable to
all property, whether principal or income, and effective until
actual distribution of all property.
A. To retain any or all of the assets of my estate, real or
personal, without regard to any principle of diverSification,
risk or productivity.
2
B. To invest in all forms of property, including stocks,
common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania
fiduciaries, as they deem proper, without regard to any principle
of diversification, risk or productivity.
C. To sell at public or private sale, to exchange or to
lease, for any period of time, any real or personal property and
to give options for sales, exchanges or leases for such prices
and upon such terms or conditions as they deem proper.
D. To allocate receipts and expenses to principal or income
or partly to each as my personal representative or corporate
trustee from time to time thinks proper.
ITEM VIII: I direct that my personal representatives,
trustees, or guardians shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
hereunto set my hand this / uK
,19 ~@('A/~/j/fl3?k
IN WITNESS WHEREOF, I have
~~UJ~l
day of
Albert P. Botto
3
We, (,l({l(( I ( -/ I-;t..t-f(,
and (Ld'{.111 [.f.I'(I'f l/,q' ,
witnesses respectively, whJse names
,
are signed to the attached
foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the testator signed and
executed the instrument as his Last Will and that he had signed
willingly, and that he executed it as his free and voluntary act
for the purpose therein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed
the Will as witness and that to the best of their knowledge the
testator was at the time eighteen years of age or older, of sound
mind and under no constraint or
undue (,:&~~-I'1~#t-
,
Te t r /~
wit ess
u~""t'f;f/;!~~,..
Witness
Subscribed, sworn to and
acknowledged before me
(i (7 L~~ l (? o::!}(dj~{J
,
, the testator,
, (I
. K <:.-{:-I.., 'L(
(f '.1
'. ^<-. l1('d 1-.--{')
I ( I :J;;
Iv H.., day of J. ",~n (1,.('),.
, ~, U "
ill .....1-' oj 'iJ ) (/
LA' /\ .(_/j L I~ ....." .::.....,_ {-') )l.,-,e/\ .
Notary Public d
, Witness and
, Witness this
, l{; / .
r:or;.i~lI.'-- S:j.L ,
CH,\,r n'-.::' J PO','JL 1._ n(,~'-/ I 'lcc"e
. .)' _ l'r,"! ,"!O\P!)' o.
Vb~;.lN'Jn.~,''''n 1":'P .' 'r- '"".,. ,qo.
. !,.........',.." -
Mil C0.~S,n,:-)!"l f.' ,. ..:.-~
I
--.
2~
3~
IS '
~
tL
:;
':..:..
~
:oi5'
<00
r(: 0
, .,
., (I
,,;:"',i.
.. ~.J.
c:>
-
t":J
-'
W
C. I j
. --
:' ('.
~ct)
ii>o
-
CERTIFICATION OF NOTICE UNDER
(j'."
9 c -0
. n' -..a
:-oc iJI
)>~ -.J
RULE 5. 6.llU.
Name of Decedent: ALBERT p, BOTTO
Date of Death: November 3, 1996
Will Book No,
, Page
Administration No, 2196-1019
To the Register:
I certify that notice of beneficial interest required by
Rule 5,6(a) of the orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
.~9~mQ.er 12. 1996:
Name Adl!.res~
Rosemary Botto 560 Noble St.. Norristown PA 19401
James V, Botto 139 S, Moyer Rd, ,Chalfont PA 18914
Francis J, Botto 2064 Shearer Rd. ,Lansdale PA 19446
Helena M. Warner R, R, ~l , BoX 134,Millerton PA 16936
Margaret M. shenk
33 Walnut st"p,O,BOX 392,
Boiling Springs PA 17007
all persons entitled thereto under
Notice has now been given to
Rule 5.6(a) except: None
&~?~-
Name: William S. Daniels
Address: One West High street
Carlisle, PA 17013
Telephone: (717) 243-3831
Date: /J...-12 .<;,
Capacity:
counsel for personal
representative
~
,'.> >HBE'SURE~lO!ANSWER'A\;\::,QUESlIONS'ON;REVERSE'SIDEAND RECHECI< ~i:i:fir<:--- ,.,-- .--
IJoCOl P"'!.M ~ P'~'ty, I ,..i~. U\Jl1 "'., ,...."'" 1M ,,~rn, ""','~ _,-g ~,"'''4 .U:tmol1', O1<lIOV'O I>OIl~rn, """",g. W\O ""!, .,;, t ,", ...,,::;: ~;~:;;;::; :,~ i:i ;" ~,;."0Il'''
r r r ,,~ ' :llf'llt.rm I l\ , "...'" ~ I rf'l , ~ "",,!
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURll AOORESS -'----'-'[;;;(1- .---
Bailin S rin~L..PA_l,?P.Ql__-
(',."... ,J 4/ /,",A /'1<'1 ~ [,.re ':} -7- - :J(:J<'';;'
/ (, / I/,".I I
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
N'l'~Wl.'I"l] ~~t
COMlJOI,:~;SYLV'""
CEPAHIMEII' OF REvEl,""
OE" 210601
H..RRI R,r. p~'" I, 1
OECfctNT.S ,..wE (\.AST. fAST. ~.ht.lU,:D~f Ih.1Al.1 ~.. ,110." l.AA' \/...f.... ....,~.
, Fiu HUYBEI{
;! 1 lJ (, 0 1 0 1 9
N "'lfl'~) '" ."".ItM
-,.....,.......-... ...-- ..."
---.... ....-----.-.-.--
I-
Z
W
Q
W
o
W
Q
B 0 '1' T 0
A 1. Il E H '1' 1'.
C,l,1EUCf,ATr1
12/2111911
lhii. REiCii~jw!:iiiTiii:i,[ iiOlP.~AIE WRH THE
fl~als'rER OF WILLS
tlA1Ecre.It1t1
soc~ SECl,iM'I hWIl[R
l' 1 {O 3/ 1 9 9 (j
1 6 1- 0 7- 2 6 7 9
(If ~P~ICA8lEISUfl,Vly.tiJSK)Use'SWNE ILA~l.fiR$T. N.CU.COlE lhiTW.1 5OC~ 5EC\JRIlY M,MlltR
--..---------
011. Dog,,,1 Relurn 0 2 Supp:ementalReturn 0 :< R"m ''''I' RO:J(J,"" ,,,.., "",,\I,'"''
o 4. L,f11jt,d E.tal. 0 4a FuMe Inl"e.ICornp,omise t",.,,,,,"'\I""" 0 }, Fo,t". :"13" 'ed:...",. I-:t ;uo",d
016. o.codenl Dle<l Te.tal. .-'''" ""'} 0 7, DecedenlMalntalne<le LI,ing TI\JlII""",,,,~lM' - e, 1.01,'11 """" 0' ~,Io ""''''16'''''
o 9, L'lo9.liOn PIOCAl.d. R.colled 010, Spou'" po,erty C"II<\ (,.......,,~"' \I,)"" "''''''''1 0 11 E..:un \U I" ,"la': ,.It ,l .l{AI _""01
THIS SECTION MUST,SE COMPLETED. ALL<CORRESPONOENCE'AND CONFIDENTIAL;.TAX INFORMATI01~-Uii5iTt:imE--'iir::U TED TO:
NllJE e"'''ElEw;".o~o.m . -------
William S. Daniels
FI~UtV.ME IJ~p",i~l
Hum er & Daniels
TEL""rf''t':i4 3- 3831
r.!
"c:!~
f.)O:::~
...~l5
1:i..J
u~"
~
i
~
~
o
u
One West High St.
ste. 205
Carlisle PA 17013
.......... -
\~..... ;'
(II , "
,
(21 , 1 4 5 0 4 6 ' 2 5
I
(ll 'j
(4)
(51 3 1 I 6 6 4 , 6 9
" .
(6) I
:,...:.-..-. ...;.,.,;.,..........
(7) ;:1 .1
(8) , 1 7 6 ,7 1 0 ,9 4
.-
(9) 'i. I 27 5 9 9 ,3 3
, '1
"
(10) ., ",' 6 9 1 ,0 0
1. Re.1 E.ta" {Sch..u:e'l
2 SlOe", and Sond' ,Schedule 61
l. ClolOly Held Corporalloll,Par1l1elSh,p or SOle.P,opl\eIOISh'P
z
o
~
:J
t-
ii:
<(
u
W
0:
4, ~lol1Qage' & Noles Recel"ble(Sch..ule D)
5, Ca.n, Bank Oepo,ilS & M.cellaneous PelSonal Proporty
(Sch.dule E)
6 JOlOUy Owned Prope~I(Schedula F)
7. Inlor.VI,os Transle" & M,scellaneous Non,Probale P,operty
(Schedu:e G 0' Ll
8. ToiJl Groll Allet. (Iotal Lines 1.7)
9, Fuo".1 E'pellse, & Mrnini'Illl'" Co." (Sch.dule H)
10, Deb" 01 DecodenL Mol1il.ge Llabm'e!, & Liens (Schedule')
11. ToiJl Oeductions (total Line! 9 & 10)
(l21
(13)
, I
_~'ws:luu..&.;:~""",_.,u....".-
(11)
, _,2...~:.LLQ.-.;.J 3
I 1 4 8 , 4 2 0 ,6 1
z
o
!:;
~g
1-'...
:I
o
o
12 NelVllutol Eltltt (\.lne 8 mInus \.Ine 111
13 Chontable ana Go,arllmental B'QuestslSec 9113 TM" 101 which an el.cton 10 la< has nol beon
ma.'ISche.ulO Jl
14, Nit Vllue Subject to Tax (Line 12 millus Line 13)
15, Amount 01 hne 14la<.ble
.1 lI1"pou'" tal< ral. I I
See iIIslNC\iOns on I",,'" .:de 101 .ppliCable pe,cenuige' .'
16, A~~unl olline 14la<.bl& ..." .
016\\l8le 1 4 8 I 4
17, Amounl 01 hn. 14la<oble '
.115\\..1.
(151
I 1 4 8 ,4 2 0 .6 1
(141
.----------
x . ,0
2 0 , 6 1 X ,06 (161 8 9 0 5 .2 4
. .
x ,15 (171 I ,
__U.U_I.__......................-
(lei 8 .9 0 5 .2 4
18. Tax Duo
19,
(..
_~~~?!~!~I!~_~.J.'!:,.!llc~o Addross:
;~ II II I: r.,;( :;,
_____.....____,JJ...\'!.itll1l1: S'I'
-,3:" -'... -----~...~ ....-.
RoilinCj Sprtn<]B
SlATE
P^
IiI' 17007
Tn Pay'nentn and Credits:
, .~ .11 [JUI! e.~,rll1 ir,'118j
2 c,"! j,l!i;:l;lfll1'l1'l.
I' ~ro(w.al POVt!11)' Crml:t
B. F'r cr I\Y1IU1lS
( Clj~:o.Jrl
11) 8,lJt>5..UI
8,500.00
447.37
3 1111, Tn P"ra Iy il ,1:p'lca~19
o IIIIue51
E Feral'y
Tolal Credits (A + 8 + C) (2) <9 , ~J"'ll . J 7
. I
I
I
I
!
TOlallnleresVPena1ly ( 0 + E ) (3)
4, IIlr e 2 '5 grealer Iha, 1M 1 + line 3, enter the difference, This Is the OVERPAYMENT.
Ch~k box on Plgll Line 19to request ellfuRd (4)
;. 111,1 e' . Ire 315 !1T<1I\er Ihan line 2, enter the difference, This Is the TAX DUE. (5)
.', f r,lor IIle InterwlI "" tho ta, due, (5A)
E I r,lo IIle 1'::01 ~f Lino 5 . 5A, This Is the BALANCE DUE, (58)
Make Check Payable to: REGISTER OF WILLS. AGENT
.IIIlBlIUIUIIIIIIII.~- 1 fl III I
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. [Jrc ,jecllllElnt Rw~e a IraRsfor and: :) ;--'Yes No
.' r<1t,lll1ll1e uso or Income of the property tran9ferred; ..................................................,:'.;,.:.... 0 f'b;)
~' ;::::~ ~'~~::~:~I~~:~s:~~;~s~~~.~~~~I..~,~,~..t.~,~.:.~~.~.~.~~..t,~~~~.~~.~:~~,~:,~~~,I,~.~~~.e,:,:::::::::::::::: B :.8
d, recelv~ th~ promise for life of elthBr paymBnts, bBnefits or care? ......................................... 0 ,IKJ
2, If cealh oo:urrod on or beforB DecembBr 12,1982, did decedent within two years '
prrc~lI"'Q do.th IransfBr property without receiving edequBte conslderBtion? If death occurred
aft'll [Ie comber 12, 1982, did decedent trBnsfer property within one year of death wllhout
roc ei'l,ng adequate conslderelion? ..........................".."..............".............................................. 0 ,[]
" Die decAlIE'l1t 0\V11 an "In trust for" or payeble upon deeth benk account or security
;;t his ,)J her deal~? . ".....'.."......................................................................................................" 0 !;d
4, Die declJ(l~nt "\VII all Individual retirement account, annuity, or olhBr non,probalB property?.... 0 !;d
42.13
~,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE tT AS PART OF THE RETURN
--"IIDl WlUlIIIIIJI
72 P,S, ~9 '16 (s) (U) (i) provided for the reduction of the tax rate Imposed on the net value of trensfers to or for the use of the
surviving S'l~lIGE frem 0% 10 3% for dales of death on or Bfter July 1. 1994 and bBfore January 1. 1995,
72 P.S, ~91';6 (I,) (' :,) (ii) provided forthe reduction of the rBte Imposed on the net 'IaIUB of transfers to or for the use of the surviving
spouse from 3% to 0% for clRtes of death on or after January 1. 1995, The stetute doe9 not exempt a trensfer to a surviving spouse
from tax, a lollhl' 5tilt'Jlor, I~quire;"ents for disclosure of assets and filing a tax return are stili applicablB even If the surviving spouse
Is the only ),rE'ie,ial),
~ j" I . . II..,
FOR DATU; 0; OtEl,HI 01'1 OR AFTER JANUARY I, 1995 - Please answer the following question by placing an "x' In the
appropriat., >pal~,
Old the do: ,dOilt cruate a 1I";sl or similar errangement which Is solely for the eurvlvlng spouse's benefit for his or her entire
lifetime? y"s [J No IiU
If you en:;V'! /(rei ye! to the II~CVO question. the tax on the trust or similar arrangement Is postponed unlil the death of the second
spouse. lit ,'hlel time It will he lully taxable et thB rBte(s) applicable to the remainder bBneficiary(les), Enter the value of the trust on
SChBdul~.. Par II, in c'r.1ur to rerr,ove it from thB calculation of the tax due In this estate. You may wish to file Schedule 0 In order to
make the elllclion 3Jallablo ullder SBctlon 9113, If thB election Is made. the trust or similar arrangemeRt Is taxed In the ostete ofthe
first docedAnt S,OU!ie, lho portion of thB trust or similar BrrangemBnt which benefits the surviving SPOUSB Is taxed at the zero tax rete.
and thB remind" I:; taxod at tho rate(s) applicable to the remainder beneficlary(les), If you choose to make the election, you must
attach Sch ldlllo 0 to a tim~ly.med tax return, along with Schedule(s) K and/Gr M in ordBr to show thB apportionment of the trust or
similar lIIrangen enl be~veell Ir,e !,urvivlng spGuse and the remainder bBnBficlary(IBs).
"
"
~ 0
'"
,;,
~ 0
'1
~' ~ e
\' u Cl ~
., = uJ < :z
. 1 :r:~~
..~ ~t 0 "'.:g0:~8
ii ~ ~ ~?- a
; 0 u:>-o~o
l!l u.. UJ 0 ~ t"'i
Ci+ 1 ~ . o Ii ~ i~
,j:;' r.~, Cl< ~~gg~
ld ~ -rl' E-o . 0 _
~ . , p: uJ '" 0:
~ ~ ~ III 0:
l!l '" 0
~ ~ o :z
~ .0: .t
U '"
~~(()l lS ...J t
~ 0
'"
l-
- --
--
I, ALBERT P. BOTTO, of Norristown, Montgomory County,
Pennsylvania, declare this to be my Last Will and revoke any Will
previously made by me.
ITEM I: I direct that all my just debts and funeral expenses
shall be paid from my residuary estate, as soon as practical
after my decease as a part of the expense of the administration
of my estate.
ITEM II: I bequeath my automobiles, clothing, jewelry,
books, pictures, furniture and furnishings and other articles of
personal or household use and equipment, (not including cash or
securities), together with all insurance relating thereto, to my
wife, HELEN M. BOTTO, if she survives me by thirty days. Should
my wife, HELEN M. BOTTO, not be living on the thirty-first day
after my death, I bequeath such tangible personalty and insurance
thereon to such of my children as are living on the thirty-first
day after my death, to be divided among them by my executor with
due regard for their personal preferences in as nearly equal
shares as practical.
ITEM III: All the rest, residue and remainder of my entire
estate of whatever nature and wherever situate, I give, devise
and bequeath to my wife, HELEN M. BOTTO, if she survives me
by thirty days.
ITEM IV: Should my wife, HELEN M. BOTTO, predecease me or
die on or before the thirtieth day following my death, I give,
~
~
-..--.........
devise and bequeath my entire estate of every nature and wherever
situate to my children living on the thirty-first day following
my death, in equal shares, or should any of lilY children
predecease me, then to said deceased child's children, in equal
shares, per stirpes.
ITEM V: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM VI: I appoint my wife, HELEN M. BOTTO, executrix of
this my Last Will. Should my wife, HELEN M. BOTTO, fail
to qualify or cease to act as executrix, I appoint my daughter,
MARGARET M. SHENK, executrix of this my Last Will. Should my
daughter, MARGARET M. SHENK, fail to qualify or cease to act as
executrix, I appoint my son, FRANCIS J. BOTTO, executor of this
my Last Will.
ITEM VII: My personal representatives, trustees and
guardians have the following powers in addition to those vested
in them by law and by other provisions of my Will, applicable to
all property, whether principal or income, and effective until
actual distribution of all property.
A. To retain any or all of the assets of my estate, real or
personal, without regard to any principle of diversification,
risk or productivity.
2
day of
faithful performance of their duties in any jurisdiction.
I r1(
here.nta eet my hend thi~
' 19 ~,-> .A/;/?!/-
B. To invest in all forms of property, inClUding stOcks,
common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania
fiduciaries, as they deem proper, without regard to any principle
of diversification, risk or prOductivity.
C. To sell at pUblic or private sale, to eXchange or to
lease, for any period of time, any real or personal property and
to give Options for sales, eXchanges or leases for Such prices
and upon Such terms Or conditions as they deem proper.
O. To allocate receipts and eXpenses to principal or income
or partly to each as my perSonal representative or corporate
trustee from time to time thinks proper.
ITEM VIII: I direct that my personal repreSentatives,
tr.,teee, or ..ardiano ohall nnt be reg'ired to gIve bond for the
IN WITNESS WHEREOF, I have
~~~J~l
Albert P. Botto
J
and
are signed to the attached
We,
.....1'/..."(' ./ ;:;( ?t,..,li1,,'
I~ tes&dtor and t~
)
witnesses respectively,
foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the testator signed and
executed the instrument as his Last Will and that he had signed
willingly, and that he executed it as his free and voluntary act
for the purpose therein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed
the Will as witness and that to the best of their knowledge the
testator was at the time eighteen years of age or older, of sound
mind and under no constraint or
undue ~~~.n~
,
Te t r.J..
- -,
Witness
Subscribed, Sworn to and
, the testator,
, Witness and
, Witness this
(,'
, 19'1l....
Notary Public
NOT ARIAL SEi.L
CHRiSTI~'; J POWCL. Nc:;:~y P'J~hC
VI -,"oll''''on I""P. r,'O:.'\jcmer{ Co.
~~ I't '"'' .' C',. "14 1994
Mv CQI:1r,'li!;-;IJn EII"r~s '-~" .
nIMMONW~..";rn O~ PJ\NNM\'I.\'ANI.\
INIIJ\IUTANl'J\ T.\.'( 11t:T\lIIN
K~.!IIIlJ\lfr 1IJ\l'J\IIJ\Nr
SCHEDULE II
STOCKS ANI> 1l0NI>S
ESTATE OF
FlU: NUMBER
1196.11I19
BOliO. AI.BERT P.
(All propcny joillllj'o()wllcd wilh Righi of SII,,'i\'orship 11I1151 be discloscd 011 Schedulc J1,)
ITEM
NUMBER
DESCRIPTIONS
VAI.UE AT DATE
OF DEATII
I.
See Alluchcd Exhibit
TOTAL (Also cnlcr on linc 2. R= i1oIUlioll)
(If",,,re space Is IlCeded. In...rl adc/iI/lma/.,heel., "I.m",e .ff:e,)
$145,046,25
J~Tb 1'- ;Je;:'f -9 1-
\ '
TREASURY DIRECT Account No, 1300.003-4481, registered: Albert P. Botto
CUSIP Par Amount x,;J-Tc. Issue Dale Due Dale
912827J94 $25,000 . qq 12.>- 02/29/96 02/28/98 1;;''/1 -;81,1-~-
2.> -
912827852 5,000 I, ()Cd z...)- 01/31/95 01/31/97 5, 00(. ,
912827878 5,000 /, diu 7-'i'" 02/15/95 02/15/98 J- {J g.3 75-
,
912827894 10,000 I, (jC1 Z-!>- 02/28/95 02/28/97 /ul 0 ';2$-, ov
,912827T36 10,000 I. gO 2-> 03/31/95 03/31/97 - Ou
/0/ 0 2 ~ .
912827U34 30,000 /. 0 (/00 06/30/95 06/30/97 ,:50 0(/0'. C/O
,
912827X56 20,000 I OOf ~- 04/30/96 04/30/98 ,?-() 0)..5". (}v
,
,
912827X98 40,000 /. pc) '2-S- 05/31/96 05/31/98 40, /v c/', 00
-~
-If - -
.. ~L'- -f~/"i- : ///')/ CJI/(,..2.5
t Ler;6 e /;'/9- L- (./ C:r ~
:~,.
\
I
!
SCHEDlJl.E E
CASU. DANK DEPOSJ'I'S ANn
MISCt:U.ANEOlIS
PERSONAL PROPERTY
l'OMMONWf.AI.TIIIlP rt;NNS\'I.\'''NI.\
INIlf.R...."Nn.T.\x Rf.1'IIIIN
IIJIJlIllf.NT 1lf.1:f.IlP.N-r
ESTATE m'
DOTTO. AI.BERT p,
m.E NUMBER
1196.11I19
(All propcny JOlllllY-llWIII-d wilh RighI of SlIrvil'orshlp 11I1151 be disclosed 011 Schcdllle F.)
ITEM DESCRIPTIONS VAI.UEATDATE
NUMBER OF DEATlI
I. Fanners Trust COlllpnny CIA H 1326465 24,273.ll4
Acc,llI!. 19,52
2. Hnrleys\'iIIc Snl'ings Balik S/A H 442llll13lJ6 4,54ll.64
Acc,lll!. 1.45
3. CIA H 49111119653 2,356.54
Ace,ln!. ,3ll
4. Asslslan Federal Credit Ullion (Ace!. H nllk) 1llU9
5. BIIICrossIBl1I Shield prelllium refund 258.71
TOTAl. (Also enler on Jiue 5, Recn itulalioll)
(lflllore ,'pllee Is /teeded, l/tserlllddltlo/tlll"heels IIf.vallle ,\'I:e.)
$31,(,(,4.69
t'IMMllSII'MI....UIlY py'SSSI'I.\'.INI.I
ISUY.IIIT.Isn: "'.\X IIt:I'IlIlN
. . 'IIY.'I\l~.N'1' Uf.( 't:Ut:S'1'
SCHEDULE J
UENEFICIAIUES
ESTATE OF
Bono, ALHt:KT P.
FII.E NUMBER
21')(,-\1119
ITEM NAME ANI) AllDRESS OF DENt:t'ICIARY Kt:I.ATIONSIIIP AMOUNT OK
NUMBER SHARE OF ESTATE
A. Tuxabl~ Bequests:
I. Roscmar)' BoliO Daughter 1/5 Residue
56tl Noble St
Norristown PA 1')4tll
2. James V. Bolio Son 1/5 Residue
139 S. Moyer Road
Clullfout, PA 11I"J14
3, Francis J, BoliO Son 1/5 Residue
2122 SI. Peters Rd,
PotlStoll'n. PA 19465
4, Helena M. Warner Daughtcr 1/5 Residue
RR # I, Box 134
Millerton. PA 161J3(,
5. Margaret M. Shenk O.mghter 1/5 Residue
33 Wulnut SI.
Boiling Springs, PA 17tl1l7
ITEM NAME AND ADDRESS OF BENEnCIARY AMOUNT OR
NUMBER SIIARE OF ESTATE
B, Charitablc and Go\'cnnncntal Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter online 13. ReC:lpitulation)
(f/morl! ,""pIICl' is tleedrd, ",.wr! mlclitiotIC11 s/u:cts (~f ....ame .'iitC!.)
D 185131 COMMONWEALTH OF PENNSYLVANIA
. No. AA DEPARTMENT OP REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
IJY.n~u"""1
RECEtVED FROM:
D
ACN
ASSESSMENT Il'
CONTROL Ii:II
NUMBER
AMOUNT
WILLIAM 5 DANIELS ESQUIRE
101
.e,~oo.oO
I W HIGH STREET
CARLISLE, PA 17013
ESTATE INFORMATION:
I:t FilE NUMBER
U 21-1996-1019
I:t NAME OF DECEDENT (LAST)
I;tI BOTTO ALBERT P
~ DATE OF PAYMENT
Iii 97
EJ POSTMARK DATE
COUNTY
SSN 161-07-2679
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
11/03/96
REMARKS MARGARET M SHENK
CIO WILLIAM S DANIELS ESQUIRE
SEAL CHECK II 07
m TOTAL AMOUNT PAtD
.8,500.00
Vz
REGtSTER OF WtLLS
" 'I, /!/
RECEIVED BY ,I' .Ii.": . C , .,-;:/.{,,,,JJ ';(/ "
" IONATUOE/p' 1.:
MARY C. LEWrS ]"/I/'/t'./,l)jJr~'
REGISTER OF WILLS ~ '
--- --~. ---------~- ------.
.
I
,-,'
.....
"
-_I -~
-:: _. .-------:".Jt. _ __ ..,..:...,
I~i- Ilj7 - I
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT DF REVENUE
BUREAU OF INDIVIDUAL TA~ES
JHtIERI1AHCr TAlC DIVISION
(){PI. ZAOtlOJ
HARRISBURG. Pol 1112a-0601
NOTICE OF INIlERlTANCE TA~
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
or DEDUCTIONS AND ASSESSNENT or TA~
WILLIAM 5 DANIELS
HUMER 8 DANIELS
1 W HIGH ST STE 205
CARLISLE " PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
09-04-2000
BOTTO
11-03-1996
21 96-1019
CUMBERLAND
101
AMOunt R.Mitted
-
~
.n.I"'" ,n 1".11'
ALBERT
P
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 RECDRDS ~
iiE'v:is4i-Eif-"FP--ioY=OO-'--Nii'''-icniF-i-riiiERii'ANCE-TAin.-ppiiil-isEilENi'-,--"i.i.-liwANcE-oJi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOTTO ALBERT P FILE NO. 21 96-1019 ACN 101 DATE 09-04-2000
TA~ RETURN WAS: I X) ACCEPTED AS FILED
CHANCED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Est.t. (Schedule AI
2. Stocks and Bonds (Schedule OJ
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Hortg.gas/Notes Receivabl. (Schedule DJ
S. tash/aank Deposits/Hisc. Personal Property ISchedule EI
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule G)
8. Total Assets
III
121
131
141
ISI
Ibl
171
,00
145,046.25
,00
,00
31,664.69
,00
.00
181
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this farM with your
ta)( pay.ent.
176.710,94
APPROVED DEDUCTIONS AND EXEMPTIONS:
27,599.33
9. Funeral Expenses/Ad~. Costs/Hisc. Expenses (Schedule HI (9)
10, Debts/Nodge.e Liabilities/Liens ISchedule II 1101 691.00
II, Total Deductions Ill)
12. Net Value of Tax Return (121
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule "'I Cl3)
14, Net Value of Estata Subject to Tax (14)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT DF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. A~ount of Line 14 at Sibling rate
18. Anount of Line 14 taxable at Collateral/Class 8 rate
19. Principal Tax Due
lIS) .00 ~ 00 = ,00
IIbl 148.420.61 ~ 06 = 8.905,24
1171 .00 ~ 00 = ,00
1181 .00 ~ 15 = ,00
Cl91= 8.905,24
ANOUNT PAID
8,500.00
40.02-
DATE
02-03-1997
08-28-2000
I'
INTEREST/PEN PAID I-I
445.26
.00
NUNBER
AA185131
REFUND
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
;>8,;>1)0 33
148,420,61
,00
148,420,61
19 will
8,905.24
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TillS FORN FOR INSTRUCTIONS. I
RESERVA1ION: E.t.t.s of d.c~ants dying on or b.fore Dec.~r 12, 198Z .. If any future Int.r..t In the e.t.te I. trensf.rred
In po...sslon Dr anjor-ent to CI..s B Ccoll.t.r.l) beneflcl.rle. of the decedent aftar the .xplratlon of any ..t.t. for
Ilf. or for y.ar., the Co..onwealth hereby .xpre..ly r...rve. the right to apprals. and ...... tran.fer Inherltanca laxes
.t the IlMful Cla.s B lcollat.ral) rat. on any such future Inter.st.
PURPOSEOf'
N01ICE: 10 fulfill the r.qulr...nts of Section ZI~O of the Inherltanc. and Estat. lax Act, Act Z3 of 2000. C1Z P.S.
S.ctlon 91~0).
PAV~NT: Detach the top portion of thl. Hotlce and sub.lt with your pay..nt to the R.gl.t.r of Will. prlnt.d on tho r.ver.e slda.
._"ak. check or 80n0Y ord.r payable to: REGISTER OF HILLS, AGENT
REFUND CtA): A r.fund of . t.x cr.dlt, which was not r.quested on the Tax Return, .ay be requested by caapl.tlng an "ApplicatIon
for Refund of PennsYlvanle Inheritance and Estate Tax" CREV-1313). ApplIcations are .vallabl. at the Offlc.
of the Register of Will., any of the 23 R.venu. District Office., Dr by callIng the .pacl.1 24-hour
answ.rlng .ervlc. RUBbers for fora. ord.rlng: In Penn.ylvanl. 1-800-362-Z050, out. Ide penn'Ylv.nl. and within
loc.l Harrisburg ar.a Cl11) 181-8004, S.rvlce. for taxpay.r. with .p.cl.1 h.arlng and .peaklng need.:
1.800-~41-30Z0 (11 only).
OBJECTIONS: Any party In Inter.st not ..tl.fl.d with the appr.I....nt, allowance or dlsallowanc. of deduction., or ........nt
of tax (Including dl.count or Int.r..t) a. .hown on this Hotlce au.t objact within sl.ty (601 day. of racelpt of
thh Hotlce by:
--written prot..t to the PA Depart.ent of Revenue, Board of Appeals, Dept. Z810Z1. Harrl.burg. PA
--alectlon to heve the .atter d.ter.lned .t .udlt of the .ccount of the par.onal repr.sant.tlve,
--.ppe.1 to the Orphan.' Court.
l11Z8-1021,
OR
OR
ADtUN
ISIRAlIVE
CORREClIONS:
Factual errors discovered on this ...e.s.ent .hould be .ddr....d In writing to: PA Depart.ent of R.venue,
Bureau of Individual la.e., ATTN: Post A.ie...ent Review unit. Dapt. Z80601. Harrl.burg, PA 171Z8-0601
Phone (711) 781-6505. Sea pege 5 of the booklet "In.tructlon. for Inheritance t.. Aeturn for. Ae.ldant
Decadent" (REV-1501) for .n .xplan.tlon of ad.lnl.tr.tlvely correct.ble .rror..
DISCOUNt J
If any tex due I. p.ld within three (3) c.lendar .onth~ after the decedant'. death, a five parcant (5X) discount of
the t.. paid I. allowed.
PENALTV:
The 15X t.. -.na.ty non-participation penalty I. coaputad on the total of the t.. and Intere.t .......d, and not
paid bafore January 18, 1996, the first day efter the end of the tax aane.ty periOd. Thl. non-p.rtlclpatlon
pen.lty I. appealable In the .eee .anner and In the the .... tl.e periOd as you would appeal the tax and Intere.t
that hat ba.n .......d a. Indlc.ted on thl. notlca.
INTEREST:
Inter..t Is charg.d baglnnlng with first day of delinquency, or nine (9) .onth. and one (1) day froe the date of
de.th, to the date of pay.ant. T.xe. which bec..e delinquent before January 1, 1982 baar Intar..t at the rate of
.Ix (6X) percent per annua calcul.t.d .t . dally r.t. of .DaOI6~. All taxo. which bec..a delinquent on and .ft.r
January I, 1982 wIll baar Inter..t .t . r.te whIch will vary fr~ calendar yoar to calendar year with that r.ta
announced by the PA Depart.ent of Revenue. The appliCable Int.r..t r.te. for 1982 through zoaa ar.:
'!!!! Int.rnt Rat. Delly Inter.st Fector :!!!! Intere.t Ret_ Deily Interest Factor
1982 zax .000548 1988-1991 llX .000l01
1983 lOX .000418 1992 'X .000241
1904 I1X .000301 1995-199~ 7X .000192
1985 15;( .000556 1995-1998 'X .000241
1986 lOX .000Z14 1999 7X .000192
1987 'X .000Z41 2000 OX .000219
--Int.r..t I. calculated a. follow.:
INTEREST = BALA"CE OF TAX U"PAID X "U"BER OF DAYS DELI"QUEKT X DAILY I"TEREST FACTOR
uAny Notice I..ued .ftor tho t.. baCDII.' dellnquant will reU.ct .n Inhr..t calculation to flftHn US) day.
beYond the data of the .......ent. If pay.ent It .ade aft.r the intar.st co.putat1on date shown on the
Hotlce, additIonal Inter..t BU.t be calculat.d.
PAYMENT:
DetlKh thll top portion of thll Notice end sublllt with your pay...,t aade payabl. to the nuB end eddrul
prlnt.d on thll rev.rl. side.
If RESIDENT DECEDENT .ak. ch8ck or IIOMY ord.r payabh tal REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT .... check or .oney order payable tOl COHHONWEALTH OF PENNSVLVANIA.
REFUND (CRIl A refund of a tax cr.dlt, which wal not requutad on the Tax Return, .ay be requelt.d by co.pleUng en
.Application for R.fund of P.nnlylvanla Inheritance end Eltate Tax. (REY-1313J. Application. ara available at
the Office of thll R.gIst.r of Wills, any of the Z3 Ravenue District Offlcal or froe the Depart.ant'. Z~-hour
anlwering sarvice nuabers for for.. ordering: In Pennsylvania 1-800-]62-20S0, out.lda Pennlylvanla end
within loc.l Harrllburg are. (717) 787-8094, S.rvlc.1 for taxpayar. with .peclal hearing and IPeaklng
need.: 1-8DD-"~7-3D20 IlT onlY).
REPlV TO: Questlonl regarding arror. contained on thl. notice shoUld be addresled to: PA Depart..nt of Revenue, Bureau
of Individual Ta.al, ATTN: POlt A..all.ent Review unit, Dept. 280601, Harrllburg, PA 17128-0601, phone
(717) 781-6S0S.
DISCOUNT:
If any tax dug Is paid within three (3) calandar .onth. aftar tho dacadent". d.ath, a five p.rcant (S%I dllcount
of the t.x p.ld Is .llow.d.
PENALlY:
Th. ISX t.x .-n.sty non-participation p.nalty Is c~puted on the tot.l of tho tax and Int.re.t .I.....d, and not
paid before January 18, 1996, the flr.t day after the end of the tax aan.sty p.rlod.
INTEREST:
Interest Is charged beginning with first day of delinquency, or nine 191 .ooths end ana (II day fro. the data of
death, to the data of pay.ent. Taxes which bec..e delinquent before January I, 1982 bear Interest at the rat. of
.Ix (6%) percent p.r annua calculated at a dally r.te of .00016,.. All tax.. which bec..e delinquent on and after
Jenuary 1, 1982 will bear Intera.t at a rat. which will vary froa calendar y.ar to calendar y.ar with that rat.
announc.d by the PA Depart..nt of Ravenu.. The appliCable Int.ra.t rat.. for 198Z through 2000 are:
V.ar Inter.st Rato Dally Intere.t Factor Vear tntarast Rate Dally Intere.t Factor
n8Z ZOX .000S48 1988-1991 11X .000301
1983 16X .00008 1992 9X .000Z~7
198,. IIX .000301 1993-199~ 7X .000192
1985 13% .0003S6 1995-1998 9X .000247
1986 lOX .000274 1999 7X .000192
1981 9X .00D2~7 2000 OX .OO021~
--Jntere.t J. ca1culetad a. followl~
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NotJce I..ued after the tax beco.e. d.llnquent will reflect an Int.r..t calculation to flftean (IS) day.
beyond the data of the an.n..nt. If payaant 11 aade after the Intar..t c~tatlon data .hown on the
Hotlce, additional lntar..t .u.t be calculeted.
o
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
.
.
) .. .-
//' ..J.: I 1
// - ::;' '/ (.
) ;} .../
/ ' "~)~. /,/:.~-
Will No.
Admin. No.
;/ /y{.
/ c.:/ '1
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 v
2. If the answer is No, state when the personal
representative reasonab~y beiieves that the administration will be
complete: S - / - c>c-
3. I f 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 flled with the
Cerk of the Orphans' Court and may be attache to his report.
Date: .:?- - :2- 'j - C<-"'-
co '-0;(
o U"; l.f) '0.:
- f"\
> c..
0\
N
ffi
, ....... ...\
6 J~ ,.0
ua> !3 ~
Q)a: ~5
a: UU
Signature
<<" :)" L~JO'V/CL S'
Name (Please type or print)
/ W, /0 :;//. ,S:'?'. .~?'/. :;:?v!:>-' ,
Address c.#/.':".!e ;J4fYc:0
..
(7'1"1) ./-9-~ -3b:'J/
Tel, No,
Capacity:
Personal Representative
~Counsel for personal
representative
(HAH:rmflAM3)
"
S1'ATUS REP_ClIlT UNDfl3__~U1,E..Ji_,-l~
Name of Decedent:
;1e-d , /fJ/i- 7
,
/1__ % - /99(.,
;;;
/.
Date of Death:
Ad' N I '1~'C' - IClI C).
mIn. o. ,/
will No,
pursuant to Rille 6.12 of the Supreme Court Orphans'
Court Rules, I report the (ollowing with respect to completion of
the administration o( the above-capLioned esLate:
1. State whether administration of the estate is complete:
Yes ,/ No
,
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
"
), If the answer to No. I is Yes, state the following:
a. Did the personal rep~sentative file a final
account with the Court? Yes No t/' ,
b. The sepal-ate Orphans' C,,"rt No. (i( any) (or
the personal representative's account is: "'V;"I
c. Did t.he personal represpntative stat~n
account informally to the parties in interpst? Yes j/ No
d, Copies o( receipts, releases, joinders and
approvals of formal or informal accounLs may be filed with the
Cerk of the Orphans' Court and may be attached this report.
Date: 1- /;:1. - c;Y
~
"
..,:.' /,;
~--:;t--,...........~.
Signature
?:> ,~ ,i)9.-. /CL.$
Name (Please type or print)
..L c:./, /.r:7L S7j>7- ./V'."-
Address
( 1/1) M,:; - 3&;;/
Te I, N'),
Capacity:
Personal Representative
I~ounsel for personal
.
l'epresentat i VI'!
(HAH: rmfl AM))
-,. ,.~
\