HomeMy WebLinkAbout96-01020
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PETITION FOR PROBATE and GRANT OF LETTERS
0)/- 9" -/(');),0
No,
To:
Registcr of Wills for thc
Deceased. CDuntyof Gumbol'land in thc
SOCIal Secumy No, D'J 1 _ 11. _ 1/.01 Commonwealth of Pennsylvania
Thc pctitiDn of the undcrsigncd respcclfully represents lhat:
Your petitioner(s), who is/ale 18 years of age or oldcr an the execut 1'[ x
in the last will of the abovc deccdent, daled Mil y 'JO ,
and cDdicil(s) dated
Estate oj I It ENE M. W 1 WI' E It
also known as
nallled
.19.22.-
(Slall: rclcViU11 circumstances. e.g. rcnuncl:llion. death of executor. etc.)
Deccndent was domicil cd at dcath in Gumborl,and ~ounty pc.nnsyl\'ania Wllh
" or lastfamily or principal rcsidcncc at I.b I>rlord Road. Camp lIill, PA 17U11
r
(lilt metl. number and munClp>lilY)
Dcccndent. thcn _ 72 ycars of age. dicd .J u 1 v 2 3 . 19 96 ,
at CAm Hill Caro Con tor E. ponnabo w Cumborland Count P~
Exccpt as fDllows, dccedent did not marry, was not divorced and did not havc a child born Dr adoptcd
aftcr exccution of the will offercd for probatc; was notthc \'ictim of a killing and was ncvcr adjudicated
incompctcnt:
Dcccndent at dcath owncd propcrty with cstimatcd values as follDWS:
(If domicilcd in Pa.) All pcrsonal propcrty
(If not domicilcd in Pa,) Pcrsonal propcrty in Pcnnsylvania
(If not domicilcd in Pa.) Pcrsonal prDpcrty in County
Valuc of rcal cstatc in Pcnnsylvania
situatcd as follows:
s 0
S
S
S
WHEREFORE. pctitioncr(s) rcspcctfully reQucst(s) the probatc of thc last will and codicil(s)
prcsentcd hcrcwith and thc grant of Imers to s tam 0 n tar y
thcron.
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(lcstamcnl.U)'; administration C.t.3.: adminisuation d.b.n.t.t.a.)
1329 Aspo~ Drivo
80i11ng ~pr1ngs, PA I~UUI
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1- ss
COUNTY OF CUMBERLAND J
The pctitioner(sl above-namcd swear(s) or affirm(s) that the statcments in thc forcgoing pctition arc
true and correct to the Lcst of thc knowledgc and bclief of petitioner(s) and that as pcrsonal rcpresen-
tativc(s) of the alJove decedent petitioncr\s) will wcll and truly administcr thc estatc according to law,
Sworn to or affirmed and subscribcd {' HjJ l. ,~.~. 1.. Of) ~
bcforcmethis_ <jt.h day of ~UA ~~ o:g
n,~",ol'Jho r 19 'Hi !:!.
'01(J"'~ I', 1/...((";,, ~
IS ../,/.) -;2; e....H\;,f";t,-\. ReglSler 2
WARNING: IT IS ILLEGAL TO ALTER THtS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEAlT" OF PENNSVlVANIA
DEPARTMENT OF tlEAllU VIT Al nrcoons
GERT, NO.3180836
7-).5-9r..
0". ~,ri":.';i t~,,(...,~,~
Name of Decedent
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SeK
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Social Security No.
Ot)1 -Ill - ill!' I
Dale of Oealh
7- .73 -(It
Date of Birth ! -/5 - .)~I 81rthplace In I) tV fill Tli'Jro!.I..tY.:.L.
Place of Death ~ 1/17../ tllt( IIlit;- &v7tL flllA.tt:t (II,(;() E.dN..,ro,f3J~ );.,1 Pennsylvania
f.C,Il'. "at". COU"" '.",. 11.1/0 'o~ 111 ,,,.,,,....,p
Race WJ,.IITc Occupation i-Io-lII1:7"'/~.tL7l__ Armed Forces? (Yes or No)
Decedent's II ,'I
Marital Status \.\J ,{)Ol>Jt::'O Mailing Address L1r.. EIZ (eLl) Ic/'L clJ,.J,..1" 11/t1 N}, I'le-II
,.."rYlflo" ~!,....! c." C' 1/,_" 5'''.
Informant L, rJD,:} 1:.., ...)Nr=tl Funeral Direct~_,f{(;II/N.Y) ,q,-::. $W i;.A..
Name and Address of.c... ~ t. {tl - _ I ~ r I /2
Funeral EstablishmentrYA.llfl ~-'.!~S IV IIt{H )I-A_/l"C/J,v.f!o.~rlt
Part I: Immediate Cause
(a) (JJVc1\. t1U:.'N' Jlr'
: Interval Between
: Onset and Death
,
~(jfIl<L
(b)
(c)
(d)
Other Significant Condition~
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-f:;)71C"'AJIIH-
(ip (,cftfIUO/'tI7I1V- of VN'tlVOlVAI t.7,OtObY
Part II:
Manner of Death:
Natural 1M
Accident 0
Suicide 0
Describe how injury occurred:
Homicide 0
Pending Investigation 0
Could not be Determined 0
Name and Titie of Certifier 7f{(J)I\.tl'> lU1lAlj
Address 'S"/O fofLilI_ CllUllutl'!)
o n~{' JIllt ('II- '11'ft
,
(M,D" D,O.. Coroner, M.E,)
forwarded to the State
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..... 0<"10<1"'0
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LAST WILL A~D TESTAMENT OF
IRENE M. WINTER
I. IRENE M. WINTER, a resident of Easl Pennsboro Township,
Cumberland County. Pennsylvania. being of sound and disposing mind, memory and
understanding, do hereby make; publish and declare this instrument to be my Last Will and
Testament, hereby revoking any and all wills by me at any time heretofore made,
ITEM I: I direct my hereinafter named Executrix to pay all my just debts,
funeral expenses, administration expenses and inheritance, estate, succession or excise taxes,
which I owe or may become due on account of my death, as soon as may be convenienl
after my decease,
ITEM II: All the rest, residue and remainder of my estate, be it real,
personal or mixed. of whatever nature and wheresoever situate which I may own or have the
right to dispose of at the time of my decease, I give, devise and bequeath to my daughter,
Linda Irene Snell, of Aspen Drive, Boiling Springs, PA 17007.
ITEM III: I hereby nominate, constitute and appoint my daughter, Linda
Irene Snell, Executrix of this my Last Will and Testament, with full power in her discretion
to do any and alllhings necessary for the complete administration of my eslate, without
being required to file bond for the perfonnance of her duties, with full power to sell at
public or private sale and without order of court any real or personal property belonging to
my estate, and to compound, compromise or otherwise settle or adjust any and all claims,
charges, debts and demands whatsoever against or in favor of my eslate as fully as I could if
living,
IN WITNESS WHEREOF, I have hereunto sel my hand and seal to this my
Last Will and Testament this '3> 0 -d day of (n~.~ , 1995.
( ,
~ p" :' I;';'..!' J / " -I<.. (SEAL)
'1rene fYI. wlllter
21-96-1020
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness tD the will presented herewith, (each) being duly qualified according tD
law, depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a witness at the
request of testat_ In " presence and (in the presence of each other) (in the presence of the
other subscribing wltness(es)),
SWDrn tD Dr affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
It
Linda Irene Snell andl Alan Snell
(each) a subscriber hereto, (each) being duly qualified according tD law, depose(s) and say(s) that
they are familiar with the signature of IRENE M. WINTER
~~i1
testal T'i x of l(OJll:X:ot Xdlll xmllMllillllXIlIilllCllStAtlqD)t the wiU
that
they
presented herewith and
XXlcfu:it
believes the signature on the will is in the handwriting of
IRENE M. WINTER
to the best of the i r
knowledge and belief,
Sworn to or affirmed and subscribed before
me this 9 th day of
Der:ember 19---.22.
'n]n"O c..l~-'p'I>~~)<~'\ Register
.1, \ I, I
, )
(Name) LINDA IRENE SNELL
13:>9 Aopo~ 01'., Bolline Spdngo, PA 17007
(Address)
(Name)/! ALAN SN~;LL
1329 Aopo~ Dr., BoilIng SprIngo, PA 17007
(Address)
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CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent: Irene M. Winter
Date of Death:
July 23, 1996
Will No, 2196-1020
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
March 26, 1997.
Linda Irene Snell
1329 Asper Drive
Boiling Springs, PA 17007
Notice has now been given to
Rule 5.6(a).
Date: ~ -7V'7T-
ereto under
Capacity:
Personal Representative
x
Counsel for Personal
Representative
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15 -/'f7 - :A..
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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Winter Irene H.
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~ I Or9~al 11"1111I 1-.\1 r.UI>i"."lCll~ll 11.11111I r: 1 1I.,,,,,nd,' 1I.lullll....' ...,,,,,.,1111111
o ~ llf1>led E'lale I J ~a FII'urelr,I..o,:tC.III1J101lli501...d.........I/l"I! 0 ~ Fe<lclal E,'a" la. IIclUlllllllquued
o 6 Dece<l.ntDred 1.'IaI"....,',<<ld"" [1/ U"""I.IlIl.Ia~Ia,neda lNIllIJ TMIl_h1<<ld',,'" - B 101,1' flumlre' III Sal. D",,,,I Ou'"
I] 9 luq"oo P'OCl'rd, IIK.Nl'l1 Illo SI""~lIPovertyCled'tl'''d''''_" ;11.....' "" [111 EIe<I"" In I", IInd.. r..c 9111IAIr'"''''''
THIS SECT tON MUST BE COMPLEtED. ALL CORRESPONDENCE AND CONFtDENTIAL TAX INFORMA liON SHOUl D BE DIRECtED TO:
tlmE ClM'\l'EUMlffGWUfl(~'<J
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Robcrt G. Rndebnch, EB'IIII rt'
f1AUNAIolf.l.~1tW1
107 1.0CIIBt Street
nnrrlshun:, 1'^ 17101
.
1 R.ol E'I.1I.(Schedule AI 111
1 SlocU and Oond. ISchedule 01 i1I
3 (Iosoly ticld corporallQfl,P.1f1ncrstull Ul SOIl! PlOpnclurslllp 131
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4 MOI1gages & Notes ReceIVable (5chCdull! 01
~ Cash. Sank DePOSits & MIS()!llanCOU5 Personal PIOI)(!lfy
ISchedule E)
I; JOIntly ONoed Property ISdlelJule n
7 Inler.Vivos 1,a05101'1 & Miscellaneous rlon.PlOwle PlOlle1ty
ISchedule G o,ll
B Tolat Glon An.t.(lolollln" I,ll
(~I
(II
(f'l
101 101.
II.
III
104
. II.
(BI
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9 Funeral Elpenscs & AdnllOlslIatrvc CostslSthedule Ul
(91
5 J 365
, 32
1101
10 D.bts 01 Doted.nl, Mortgog.l~bil,'~', & l~n' (Sch.dul.11
II Total D.duclioR' (Iolal Un.. 9 & 101
32
III)
5 )h~1
(11)
(Ill
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82
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12 N.t ValueoIE.lal.(UIlC 8 lII,nu' lln' III
\3 Charitable and Govcmmcntai OcqucslslSCC 9113 lrusl<; lor whdl an clcchonlo l.11 has nol bct!n
mad. (Schedule J)
14 N.tV,'ue Subjeclto Tax (llllO 121111nusllll. III
15 Amounl 01 line ,~ liuable
at lhe spousal tal 'ale I
See instJudions on levelSe sdo lor applicable perccnt.1gc
16 Amounl of 1in.,41a.oble
.t6""JaI.
11 Amount 01 line 14lalable
at l~'~late
,I~
III)
(IBI
(141
I., 7311
112
, ,0
tl~l
(161
, ,06
WI
710
18 Tax Due
19
E TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
~'IC"'", <<Ir><lon<j """"''''''''l''''''"~'lWId ._.. lWId ~ II>tbeOl~,",'- iY'!1"""" 'ue "''''''~ "..,,,.. ",,,,,"" ~ pop.>......
iOI'Iol'ftt\(,htlly.Jt'l'hZ:.Jw"llO'IIlOOoe
II FILING RETUIIN ADDIIESS
_F..t?!l. ~fI fJ~ AftAl/~\-_2lLL7(j2: ()
IIESEII1AIIVE ADOIIESS
DATE
j -/9-17
DAlE
Docedont"s ComplDto Address:
5~n~:A~:;~;~er J.nne --- - ----.----.-
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~:nol n
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I !'70;J5
Tax Payments and Crodlls:
1 To. DuojP,1Qo 111111'1111
2 Cro<MsIP,lynlonlS
^ 5pUUS.ll Pun1lly Cll'lhl
B PIIOf Polymonl,
C Di>counl
"I
lol.J1Cr"I,ls1 A '11. C, 1/'
J. InlolesUPenally " oPIJI,coIJl"
0, Inleresl
E Penally
4,
TolallnleresUPenollly 1 [i. 1:, (.II
If line 21s grealer Ihan line 1 , l/fle.l, enler the d,lfcrencc, Tills is IlIe OVERPAVMENT,
Check box on Page 1 Line 19 to request arelund 14)
5 If hne 1 . IlOe 3 is grcaler Ihall Iml! 2. CIIlor Ihe difference ThiS IS Ihe TAX DUE.
A, Enler Ihe inleresl on Ihe 1.1. dllo
I~l
(~,A)
B Enlellhe 101.11 ollin" 5 '5A lI11"s Ihe BALANCE DUE. (511)
Make Check Payable 10: REGISTER OF WILLS, AG~NT, if' .._,.."" ,
.IDa. , . .__. "",ut'lC!itIl1l:"(f~;..irl,,.. 1'--u;~~L\;)ilJI!MVSI
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a Iransfer and:
a, retain Ihe use or income of Ihe property Iransferred; ............................ ,.... , ,
b, relain the righl to deslynale who shalf use Ihe property Iransferred pr i1s II1COll1e, ..
c, retain a reversionary inlerest, or. ....,......,.............................
d, receive the promise for "'e 01 eilher paymenls, benefits or care? ............,
2, If death occurred on or belore December 12, 1982, did decedent wilhin Iwo yedrs
preceding death Iransler property withoul receiving adequate consideration? If dealh occurred
after December 12. 1982, did decedenllransler property wilhin one year 01 dealll wllhoul
receiving adequale consideration? ....' ...., ........,.............'..................'
3, Did decedent own an 'in trust lor' or payable upon dealh bank account or secllllty
ot his or her dealh?.. ,........'....,......".., ..
4. Did decedenl own an IntlivnJual retirement accounl, annuily, or olher non-probale properly')
",:",.1 ,', ,,",,\,.,'llo,'f
Yes
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o
o
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
VOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
~.....,. -",'"\'-I.'/v...,."""",Mn\
"nUJWi'QN\OT"\-ft';'f', ..:tc-i'.:. },~1, 1'..I1'Mi~:'
72 P,S, ~9116 (a) (1.1) (i) provided for the reduction 01 the tax rale imposed on Ihe nel value ortransfers 10 or lor Ihe use 01 Ihe
sUlViving spouse from 6% to 3% for dates of dealh on or after July 1, 1994 and before January 1. 1995
72 P,S, ~9118 (a) (1,1) (ii) providcd lor 1t1O reductron orthe rale imposed on the net value 01 transfers 10 or lur the use 01 II'" SllIVlVll1Y
spouse Irom 3% to 0% for dales 01 dealh on or after January 1, 1995, The stalute does not e~!!lDl~ a Iransler tu a SlllVlVIl1Y HPOUSC
lrom tax, and the stalutory requiremenls for disclosure of assels and filing a tax relulll arc stril applica~le even II the sUlV,ving spouse
IS lhc only beneficiary
1 . .. '. I' I'" '. ~ ;1'" ;.' '.'~ I Il" 'lip' l'~"'" j', . " . p . I: I ) I' . I
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Please answer the foilowll1Y <lllestron by placing an .x. in lI1e
appropriale space.
Did lhe docedent creale a trust or similar arrangement which Is solely for the surviving spouse's benefil for his or her entire
lifetime? Ves 0 No IUd
If you answered yes 10 the above queslion. Ihe tax on Ihe trust or similar arrangemenl is postponed unllllhe dealh ollhe se...md
SpOllSO, nl which limo II will bo fuily laxahln allholaIl1(s) applrt:/Ihlo In tho rOllloindor hnnOlll:i:IlY(II'!,) /nll'r Itll' VO'''"' "I i111' 1",.,11111
Schedule J. Part II. in order 10 remove It fromlhe calculation of Ihe lax due in this eslale, Vou may wish 10 file Schcdule 0 ,n '/lder 10
make the election available under Section 9113, II the election is made, the Irusl or similar arrangemenl is taxed in Ihc estale 01 Ihe
first decedent spouse, the portion 01 the trust or similar arrangement which benefits the sUlVlviny spouse IS laxed allhe ZClU lax rale,
and Ihe remainder /s taxed at the rale(s) applicable to Ihe remainder beneficiary(ies), If you choose 10 make the election, YUllmust
attach Schedule 0 to a timely. filed tax relllln, alon!l wrlh Schedule(s) K and/or M in order to show the apportlonmenl 01 the IIl"t or
Similar arrangement belween the sUlVlvrng spouse and the remainder beneficiary(ies),
. ,
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SCHEDULE A
REAL ESTATE
--~.'"'..", ."....'..~ ......,-.,....,.,.,..._"". ..""'*"'.....-_.......~._--........"...
filE 1l1lMII[1l
1,l....,Il)fM1^'1I11~ I1I1U'iYlV"'llfl
IIMIlIIAI'U I.. "lllMIII
1''-9UIllllJtUIIl1l1
--
-ESTAtE OF
Irene W. Winter
, '--Ai"ut plOptlly o..nid 'OI,ly.".,'",",,",-," "jllljll.,i',;m,.j,; i.iio".d-.iT.i,";il~iI"hli i~;.',;,;,i", v,,,,,, I, "",..""" ",,:,"'1' ..,' .,.. i.-,,,;~,,i;,'~;"\'I";";' '~I",'.I"
h"IOo.O"..oIlw'q ,,",Oland" ",oIIoog '''~" 1."11",, '.''') """..~" 10' ,,,' I. ~., '..110 h,"") II"l~."h'" 1..",,,,,,),, "I "'" "".,,,,"1'," '" n..' "1"1"'" "'",h" r'lolI,,"~I.d ",," "Uh'.'
.!"rvl'O"J!!I1.!!!!!ill>' dl"'o,,d.!!' S,h..!!~\~ - - -- -" ... --- " - -- ...- ,..---
"EM VAlIII AIIIAlt,
/lUMBER UE5cmPIIOU or UtAlIl
-- ....,..- .....---- ..--------- ,.....--
,
0.00
None
-.-----
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lOTAll^,lOnrllh'! tltl hili' 1. UI"'olpdIl1.\htlll' So. no
IIIII"U" 'I'~I:" IS l1"coh"I, inSfll1 achhl,unat shcl!ts nlll.1' ..un" wt!l
.-......--.--.--.-
:"'~"'":" .~
COWOfMl AI 111 III 11 Inl5Y1YM"
I",""I""CI. I^-- ItlllJllU
UlSIUlfll UIUltfU
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FilE HUMBER
ESTATE OF
Ircno M. \o1fntf\r
All proplrtt Jolnll'foOWIlld wllh lhl Ilghl 01 lurvlYOllhlp mUlt bl dllttolld on Schldull r,
IIEM
tlUMOER llw:nlPflOtl
, None
VALUE At DAlE
or DrATH
0.00
-.. -.. ...- ----- .~--_..._---"_..__..._._--
. ....______. TOTAL IAlsll elller "n hne 4, Rc'tal,ll/lahun} SO. 00
{lIl1.lI'f~ !.lliM.l! 1'i nf'f!lh!'lI,IIISml adlllllonalsllCi!ls ulthl! Silllll! ~,i;)----- --. .--- ---------.~..
''''WOOIf.'I;''.
.~
SCHEDULE F
JOINTL Y.OWNED PROPERTY
C()I,IUOfffl[Al lit or f'OlNSYl VANIA
IP'l[RlIA/lCE fA. nElURN
R ", Nl
ESTATE OF
Irene ~f. Winter
If.n '''1' wn m.dl jolnl wtlhln onl YII' of Ihl dlcodlnt'o dill 01 dlllh, " mUlt be roportld on SChldul1 0,
FilE HUMBER
foU'MvtfK'iJOIPlI IlfI""I(~il'lAUI
AI.II.IUl55
UIIAllllfl~;IIll' IUI.ll_t:lI~ "'
^ S. Anna Fritz
809 Ile tJ v 1l1e Road lluncannol1, "A 170 10
siflter-in-Iaw
B
c
JOINTly.oWNED PROPERTY:
lEIlER DAlE OESCRIPIIOfW' PRa'ERI'f' ~Of UA'forllfATlt
IIlU 'OflJOlNI WOE Indude nerne 01 ~ Iflsblubon lWld b.ri JI'XlJooII'lUlTtlet Ot Pnlbr idenllfoplg ~ Atta:h OAIEor OUftt DECO'S VALU[ Of
......ER IEPlAN' JOlIn dl!ed lot pnl, hekf leal Mlale VAtUEOfASSEr ItlIERESJ OEr.[fJU/f S I"'ER[~I
1. A. 1-6-96 Certificate of
Deposit-Irst National Bank $8219.12 50% $410J.56
of Marysville
2. A. 5-30- 9 Joint Checking Account-Fulton Bank $11,989.16 $5994.58
50%
.
TOTAL (Also enler OIl/me 6, RecapdulahOl1) S I lJ,l "'..14
..
(11100'" spac.,s needed, 'nSed add'honal sheels 01 Ih. same s'll!l
\
"'""":""~b
SCHEDULE H
FUNmAL EXPENSES &
ADMINISTRATIVE COSTS
--".-' . -....- ........-.............,.----,..-' .----.".
1III.IlUMlIIIl
tl.lI,Il,Il.lfMf,llllltWI'I"Ut,lIVA'M
""1 m."uC( ,.... '111111111
"[tltJlfllocttUlU1
---_.---
[SlATE OF
Irene M. WlnterH
-------.-.....
. .-------------.
Debtl 01 dlcldlnl mUll bellpo'led Oil Schedule I
---....-..-- -.---...-- .-
IIlM
IIUMUlll
.------.'---
^ rUII[fl!ll [xt'I.II:;1 :,
-..---"-----'-. .
M,I"IIIII
iii :;r.lUI'lI01I
...--------..
(I
AOMINI51RAlIV[ cO:;lr.
Personal nrlwr.sr.nl.'II~n5 (,lltllll","'''''I'
tli\II....I..I'I.,~.nIMlltl'I"I~...I'"1.'hvr (..., -----.-
r>4...i,11 !il"lIlIl111l1ltuhrll'l' 11I1lIumhr.l tlll'l!",,".,1 (teIMesenI.11Nr(s)
-+----
511f'''1 ^I~llf'~....
._.__.'___ _..__4+
/111 .-------
Slale
Cdl
vearts) Cf"1"IlI\SINII'.1~1
$400.00
l
,1
Anume, fees
Fam., E.emc11tOll lllllr.l (!Ill'lIl... illlllll~'io' t\ 11111 !Ill! S;1IllP. as l.I.liltliUlU. al1aUl l!.planal.,.l)
(,l.1lto.1l1l ----.. -..-.---
!;IIl~r.1"MH''''
..-.---....-.
S1i1ln
.,'11'
1;IIt_---.--
.__._.~-_.-._- --
-------
netal~ltl\hlll nlI;L'IItlolnlIn 11rt..,lenl
4
Pu'lt~lP. r rr\
5
^crolJnl.nt S r COs
r,
Tal Rclum r'PJwr."" 1 1'(".
7
8.
e),
10.
11.
12.
14.
University Physicians
Susquehanna internal MedIcine Association
Prl1l1Aylv:1I1ln Nf1l1rnlnJ\II"nl AHIl(lrlntlnn
Susquehannn Internnl MedicIne Association
A. Z. Ritzmnn AS9ocintlon
Camp Hill Care Center
Mnrysvl1le lIank
$548.58
$22.12
$H.'l'l
$ 1)4 . a
$8.51
$4140.00
$32.00
. .~_. -'~----
TOTAL (AlslI cnl,,' ,,011110' ~I,Il" ,11,1111,,111'" I 5:165.32
-- _.~. .. ~ ---"
tlllll'MI' "II:"-I~I': 1;.:;~11~1. lnr,ml ;)(hhliun;d shl!cls td Ihl' ...11111'-':;/1')
...-- ..,
,. ---.---,-.....-.- ,'-
.C},~~
'~WIIlf
COIAVOIlWlAlII,OIl'lllllSYIVAI..
IUlII nUAIlt[ ,,,x Hf tuRf!
"P'JllrtlT nrnf'llll
.1""'"'.111"
SCHEDULE I
DEBTS OF DECEDENT,
MOR~GAG~.~I,~BILlTlES, & LIENS
.' ...
FILE NUMBER
ESTATE Of
Includ. unr.lmburlOd m.dlc.I..p.n...,
ITEM
NUMBER
OESCRlPIIOfI
AMOUfIl
TOTAL (Also cnlc, on line 10, RCCJpolulalion) $
(II mull' SpJl.C IS 11Ct.'lJt....J.lIISCll atkJlhOl'lill shcets of lhe Si.llllt~ ~l/t:)
P\lIlPOS( Of
NOTlCE1
To fulfIll the r~lr-..nt. of section 2.40 of th. InherltlnC8 end E,tat. T.. Act, Act 21 of 1995. (72 P.S.
Sactlon 'litO).
PAMNT,
Detach the top portion of this Hotlel end tut.lt with your pey...,t to the Reght.r of willi prlntltd on the
rIVI,.1 .IM.
u MMa check or HMy order plvllbl. tal REeISTER OF WillS, Acorr.
REFlJ<<J (CAli
A r.'und 0' . tax credit, which .... not r~.tlld on the tax nturn, ..y be r.quutltd by cOalpllUng en "Appllcet1on
for R.fund of PennsYlvenla Inheritance end E.t.t. T.... (REV-IllS). applIcation. .r. avalllbl. .t the Offlc. of
the Altl.t.r of Wll1'J eny of the ZS R.v~ DistrIct Offlc.' or by calling the specla. 24'hour enlWlrlng .srvlc.
~r' for for.. or~rlnal In Penn,ylvenla l-aOO-]6Z'ZaSD, out,lde Penn,ylvanla Bnd within local
Harrisburg .r.. (117) '.7-1094, TOO. (717) 77Z-ZZSZ CHearlng Ialpalred Only).
OIJECTlDNSI Any plrty In Int.rnt not ..thUIld .,Ith tn. eppr.1s..-nt, .UDW8nc8 or dhaUow.-.ce af deduCUon. ar ..........t
af t.x (Including dl.caunt or Int.r..t) e. shawn on thl. Notice "Y abject within .I.ty (60) day. af receipt of
thlt NoUca by:
6-wrltten prate.t ta the PA Dep.rt....t af Revenue, Ba.rd af Appael., Dept. 2110Z1, Harrisburg, PA 171ZI-I021, OR
-6alecUng ta hava the ..U.r deteralned at the 1..:tIt af the KCOI.M1t of the ptIr.onal npr..ent.tlve, OR
--eppul to the Orphan.' Caurt
ADMIN-
ISTRATIVE
CORRECTIONSI
Fectual arrar. dllCav.red on thl. .....pent should ba Itddr...tIeI In wrlUng to: PA Dep.rt....t af A.v......,
Iur.au af Individual T...., ATTHI po.t A....saent A.vlew unit, DEPT. Z80601, Harrisburg, PA 17128-0601
Phone (717) 78766505. S.. page 5 af the booklat "In.tructlan. for Inherltanc. T.. R.turn for. A..ldent
Decadent" (REV-1501) for en .xpl~tlon of edalnl.tr.tlv.ly correctabla arror..
OISCOlMT:
If MY ta. due h paid within thr.. (]) calendar IIGl"Ith. .fter the deCadent', death, a flv. ptIrunt (5:n
dhcomt af the tu p.ld It .ll~.
PENAL TV:
ThII UX tllK ....ty nan-p.rtlclpaUon panelty It caputed an the total of the tax end Int.nlt ......tiel, end not
paid bafar. January 18, 1996, the flr.t d.y aft.r the and af the tax .."..ty p.rlod. Thl. non-participation
pan.1 tv h IIPptlalabl. In the __ ......r and In the the ... U_ ptIr1ad a. yau would app..l the tu and Intarnt
that h.. baen ......ad .. Indicated on thh notlc..
INTEREST:
Int.rut It charpd Maiming with first ..y af dellnquancy, or 1'11". (9) .an\tl. and ani UJ d.y
frOll the d.t. af death, ta the d.t. af P8Yllll"lt. T.x.. which bac8M delinquent bafora .twtuary 1, 1912
be.r Intar..t at the rata of .Ix (6%) ptIrcant par annua calculattlel .t a dally r.t. af .000164.
All taxa. which bee... delinquent on or aft.r January I, 198Z will baar Int.r..t .t . rat. which will v.ry frOll
c.landar y..r to cal~r y.ar with that rata announctlel by the P' DIp.rt....t of A.vanul. The epplleabla
Int.ra.t rat.. for 198Z through 1998 aral
Vllr Intenst R.t. O.lly Int.r.st Fector V..r Int.r..t Aate Dally Int.ratt Factor
1982 ZOX .OU541 1987 9X .aaDZ'"
19n 16% .aaoul 1981-1991 IlX .00nGl
198" 11% .DOnOI 199. 9X . un'"
1985 lSX .DDn56 1995-1994 n .aDOl'2
,,&6 lOX .aDOZ7" 1995-1998 OX .ODDZO
661ntarllt h caleulattlel II fallowlt
INTEREST = BALANCE OF TAlC UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hatle. I..uad .ftar the t.x baco.e. delinquent will r.flact an Intar..t calcul.tlon to fifteen (IS) days
beyond the deta of the ..........t. If p..,..nt II; ..,. aft.r the Intarllt cGIIPUtatlon data shown on the
Notlea, Itddltlonal Int.r..t .,.t be calcul.ted.
PAntENYI
Datach the top portion of thl. Notlc. and .ub.lt with your Plyaant .ada payabla to tha na.a and addr...
prlnt.d on tha r.varsl .Ida.
If RESIDENT DECEDENT aak. chack or .on.y ordlt plyabla tal REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT a.kl chIck or .onay ordar payabla tal COt1MONWEALTH OF PENNSYLVANIA.
REFUND (CR)1 A rafund of a ta. cr.dlt, which w.. not r.qua.tad on tha T.. Rlturn, a.y b. raqua.tad by coapl.tlng an
ooAppllcatlon fa,. Refund of Parvllylvanla InMrltanca and Eltata h." (REV-UU), applications ar. avaUabl. at
the of,lc. 0' the Rlglstar of Will., any 0' tha 2J Ravanul DI.trlct o"lcIs or fro. the Dlpartalnt'. 24-hour
.nsw.rlng .arvlc. nuab.r. 'or for.. ord.rlngl In P.nnsylvanla 1-800-J62-2050, out.ldl P.nnsylvanla
and within 10c.l Harrl.burg .ra. (717) 717-1094, TOOl (717) 772-2252 (Haarlng Iapalr.d only).
REPLY TOI
Dua.tlon. r.gardlng .rrors contaln.d on thl. not Ie. .hould be .ddr...ad tOt PA D.partaant of Ravenu., Bur.au
0' Individual Ta..., ATTNI Post A.s.....nt Ravl.w Unit, D.pt. 210601, Harrisburg, PA 17121-0601, phon.
(717) 787-6505.
DISCOUNT,
If any ta. due I. paid within thr.a (J) cal.~ar .onth. aftar the d.c.d.nt'. d.ath, a 'Iv. p.rcent (5%) dl.count
of the ta. p.ld I. .110w.d.
PENALTY I
Tha 15% t.. ..n..ty non-partlclp.tlon panalty I. coaputad on tha total of the t.. .nd Intarl.t ."I...d, and not
p.ld b.for. Janu.ry II, 1996, the flr.t day .ftar thl and of the ta. eana.ty p.rlod.
INlERESTI
Intarl.t I. ch.rgad b.glnnlng with flr.t d.y of d.llnquency, or nln. (,) .unth. and on. (1) day fro. the data of
daath, to the data of pay..nt. T.... which baca.a dallnqu.nt bafor. January 1, 1912 ba.r Int.ra.t .t thl rat. of
.1. (6%) plrcant par ~ calculatad at a dally rata of .000164. All ta.a. which baca.. dallnqu.nt on and aftar
January I, 1912 will ba.r Int.r..t et . rata which will vary fro. cal.ndar yaar to calandar y.ar with that rata
announc.d by the PA Dapart.ant of Rav.nu.. Tha .ppllcabla Intara.t rata. for 1912 through 1998 arat
V.ar Int.ra.t Rata Dally Intara.t factor
Yur
Int.ra.t Rata
Dally tnt.r..t Factor
1982 ZOZ .000541 1987 9Z ,OO02U
nn 16% .OOOUI 1988-1991 11% .000301
198' llZ .000301 1992 9Z .000247
1985 IS~ .000356 1993-1991, 7Z .000192
1916 10% .000271, 1995-1991 OX .000247
....Int.r... I. calculatad .t follow.'
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca I..uad aftar the ta. blco.a. d.llnquant will raflact an Intar..t c.lculatlon to flftaan (15) day.
blYond thl data of thl .......ant. I' pay.ant I. ..da aftar tha Intara.t co.putatlon d.ta shOwn on thl
Notlca, .ddltlonal Int.r..t au.t ba calcul.t.d.
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
15:./'/}-3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-09-1999
WINTER
07-23-1996
21 96-1020
CUMBERLAND
091-14-1401
97111 049
A.aunt R.nltt.d
'*
.".I"~ II'" IU"PI
IRENE M
J
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
c
....--.
BUREAU OF INDIVIDUAL TAXES
INH(AITAHC( TAX DIVISION
Dl:Pl. 180flOl
HlRAlSIURG. PA 17116'Ofl01
5 A FRITZ
CIO DAVID STONE
414 BRIDGE ST
NEW CUMBERLAND
PA 17070-0000
l
REV-1604 EX AFP (03-971
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 03-09-1999
ESTATE OF WINTER
IRENE
M DATE OF DEATH 07-23-1996
COUNTY
FILE NO. 21 96-1020
ADJUSTMENT BASED ON:
S,S/D.C. NO, 091-14-1401
AOMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
CUMBERLAND
ACN
97111049
FINANCIAL INSTITUTION I FULTON BANK
ACCOUNT NO. 1801-90708
TYPE OF ACCOUNT. () SAVINGS (X) CHECKING ( ) TRUST () TIME CERTIFICATE
DATE ESTABLISHED 05-30-1979
Account Balance ,00 NOTE I TO INSURE PROPER CREDIT TO YOUR
Percent Taxable )( 0,500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax ,00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions ,00 PAYMENT TO THE REGISTER DF WILLS
Taxeble Amount ,00 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X .15 MAKE CHECK OR MONEY ORDER PAYABLE
Tex Due .00 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTERESTIPEN PAID (-)
,00
.00
,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATIoN OF AODITIOHAL INTEREST.
( IF TOTAL OUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI.
YOU HAY BE OUE A REFUND. SEE REVERSE SIDE OF TNIS FORll FDR IHSTRUClIOllS.1
,
(
,
,
PA \1IDfT I
Detach the top portion of this Notice .-d sua-it with your p.y.~t .ade payable to ttM ,... end IKIdr...
printed on the revar.. Ila.
... "-k. chKk Dr aofMIy order payable tot REGISTER OF WILLS, AGENT.
REFUND (CA)I " refund of a tax credit, which .... not requtllted on the Tallt R8turn, .ay be requested by cOIIPhtlng ....
-Application for R.fund of P.nnSYhanla IntMrltltnC8 _ E.tat. lex- lREV"1313J. Applications at. ."BUabla at
the Office of the R~I.t.r of Wills, eny of the 23 R.v~ District Offlc.. or fr~ the Depart.-nt'. Z4"hoUr
enlw.rlng ..rvlca ~r' for fO~1 ordering: In Penn.ylvanla 1"800-362-2050, out,lda p8nnlylvanla
end within local Harrlsbura at.. (717) 7a7-8D~, TOO' (717) 112-2252 ("-tiring l~.lr.d only).
REPLV TO: Que.tlons regarding attorl contained on thl. notice ~ld ba addre.s.d tal PA o.part..nt of Revenue, lura.u
of IndividUal Tax.., All": POlt A....saent Review unit, Dept. 2806Dl, Harrisburg, PA 17128.0601, Phone
(717) 787.6505.
DISCDlll1:
If eny ta. due i. paid within thr.. (3) calendar .onth. after the dec.dent'. death, a five percent (5%) di.count
of the ta. paid is aUDtf8d.
PENALTY:
The 15% ta. -.na.ty non~participation penalty i. coaput.d on tho total of tho ta. end int.r..t .......d, end not
paid befor. January 18, 1996, the fir.t chlY after the and of tho ta. .-no.ty period.
INTEREST:
Inter..t is charpd beginning with first day of dellnqucancy or nine (9) aooth. end one (1) day frOll the chlta of
death to the date of payaant. Taxa. which bee.. delinquent before January 1, 1982 bear int.re.t at the rat. of
.i. (6%) percent per ennua caiculated at a daily rate of .0001~. All ta.e. which bec'" delinquent on and after
J~ry 1, 1982 will bear inter..t at a rata which will vary froa calendar yaar to calandar yaar with that rata
announc.d by the PA Dapart-.nt of Ravenue. The applicable intera.t rata. for 1982 through 1999 era:
V.ar Inter..t Rata Daily lntara.t Factor V.ar Intar..t Rata Dally Intera.t Factor
1982 zox .ODDS48 1983.1991 llX .000301
198] lOX .000438 1992 9X .000247
19" 11X .000301 199]~1994 7X .000192
1985 In .0003S6 1995-1998 9X .000247
19" 10% .000214 1999 7X .000192
1987 9X .0002U
--lnt.r..t i. calculated .s follows:
INTEREST = BALANCE DF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notica issued aft.r the ta. bacoaas delinquent will raflact an intar..t calculation to fifteen (15) days
beYond the data of the ...........t. If pa~t is IIada aftar the inter..t c~ut.t1on date shown on the
Notice, edditl~l lnt.r..t .ust be c.lculated.
,5"-1'/ '7 - ..,{
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
UII:Al1ANC[ TAX DIVISION
OEPf, 180601
l~lSIURG, PA 17116-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
In-au'" iI' 1",'11
DAVID H STONE
414 BRIDGE ST
NEW CUMBERLAND
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-22-1999
WINTER
07-23-1996
21 96-1020
CUMBERLAND
101
IRENE
M
Anount R..Uted
PA 17070
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:isCjj-Einf'p-ioij:97Y-iicificEuOF-YNHE'ii'ii'iiifcn'-liiOipPRiiisEii€ii:r;-m.-OWAiicnili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WINTER IRENE M FILE NO. 21 96-1020 ACN 101 DATE 03-22-1999
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ro.l Est.t. (Schodulo A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortg.ges/Hota. Raceivable (Schedule DJ
5. Cash/Bank DeposltsJHlsc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedula f)
7. Transfars (Schedula G)
8. Tot.l Assets
) CHANGED
HOTE: To insure proper
credit to your account,
subalt the upper portion
of this for.. with your
ta)( pay. ant.
.00
.00
.00
.00
.00
10,104.14
.00
IBI
(1)
(2)
(3)
(4)
IS)
(6)
(7)
10,104.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EKP.ns.s/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Ch8ritab1e/Governnental aequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
5,365.32
,00
1111
1121
1131
1141
~.3~~ 32
4,738.82
.00
4,738.81-
will
191
(10)
(Schedule J)
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A~ount of Line 14 at Spousal rate (15)
16. Aftount of Line 14 taxable at Lineal/Class A rate 116)
17. A~ount of Line 14 taxable at Co1lateral/C1ass a rate (17)
18. Principal Tax Due
NOTE:
.00
,00
710.83
710.83
.00 x.OO=
.00 X ,06=
4.738.82 X ,15=
I1BI
TAX CREDITS:
PAYHENT
DATE
01-25-1999
DISCOUNT 1'1
INTEREST/PEN PAID 1-)
.00
AHOUNT PAID
RECEIPT
NUHDER
AA324532
71 0 .83
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-26-1999 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
710.83
,00
111,74
111. 74
. 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" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS. I
RESERVATlOfh
Est.t.s of dec~ts dylno on or b.for. D.c..b.r 12, 1982 .. If any future Int.r..t In the ..tat. 1. tran.f.rred
In pa.....lon or enJoy.ent to CI... a (collet.r.l) beneflclarl.. of t~ decedent .ft.r the .xplratlon of any ..tat. for
life or for y..r., the c~onwa.lth hareby expre.slY re..rve. the right to appral.. and ...... tran.f.r Inherltanc. 1..e.
et the lawful CI... B (collateral I rate on any .uch future Int.r..t.
P\IlPOSl: OF
NOTlCE 1
10 fulfill the requlr..ent. of Section 21~0 of the Inheritance and E.tat. 1.. Act, Act Zl of 1995. (7Z P.S.
Section 9140).
D.tach the tap portlon of thl. Hotlc. and .ubalt with your pay..nt to the R.gl.ter of wlll. printed on the r.vers. side.
.-Haka check or .oneY ord.r p.yabla tal REGISTER OF MILLS, AGENT
PAvttEMH
REfUND I CR) I
A refund of a tax credit, whlch wa. not r.quest.d on the la. R.turn, .ay b. requ.stad by coapl.ting an -application
for R.fund of pennsylvania Inherltanc. and Estate tax" (REY-1515). Application. .re .vallable .t the Office
of the Regl.ter of Wlll., any of the 23 Revenue nlstrlct Offices, or by calling the spacial 2~-hoUr
8O...erlno s.rvlc. ~.rs for for.' orderlngl In Pennsylvania 1-800-56Z-2050, out.ld. Pennsylvania and
within local Harrisburg area (711) 167-609~, tOOl (717) 772-Z252 IH.arino lapalr.d Only).
Any party In Int.re.t not .atl.fi.d with the appr.l.e.ent, .llowanc. or dl.allowanc. of d.ductlon., or .......ent
of t.. Ilncluding dl.count or Int.ra.t) a. .hown on this Hotic. au.t obj.ct within slxty (60) day. of r.c.lpt of
this Hotlc. by:
....rltten prot..t to the PA D.part..nt of R.v.nu., Board of Appeal., nopt. 261021, Harrl.burg, PA 171Z8-10Z1, OR
...l.ctlon to have the aatt.r d.t.ralned at .udlt of tho account of the porsonal r.pr.sentatlve, OR
.-8PPB.l to the Orphan" Court.
OBJECtiONS:
ADHIN
IS1AATlYE
CORRECTlONS:
factual .rror. dlscovered on thl. a......ent .hould be addr....d In writing to: PA D.part.ent of Revenue,
Bur..... of Individual la..s, AllNI po.t As.an.ent R.vl.w Unit, napt. Z80601, narrhburg, PA 17126.0601
Phone (717) 781-6505. Se. pag. S of the bookl.t "In.tructlon. for Inheritance 1.x R.turn for a R..ldant
D.cedent" (REV.1501) for an explanation of adalnlstratlv.lY correctable .rror'.
If any t.x due I. pald within thr.. (31 cal.ndar aonths aft.r tha dec.d.nt.. death, a flva p.rc.nt 15%) dl.count of
the tax paid Is allowed.
lhe 15% tax eane.ty non-participation p.nalty i. co~uted on the total of the t.. and Int.r..t .......d, and not
p.ld b.for. January 16, 1996, the flr.t day after the .nd of tho tax .-na.ty p.rlod. thl. non.partlclpatlon
penalty I. appealable In the .a~. ~anner and In the the .... tl~. parlnd a. you would appeal the tax and Int.r..t
that has b.en a..e...d a. Indlcat.d on thl. notlc..
Int.r..t I. charged baglnnlng with flr.t day of d.llnqu.ncy, or nine (9) aonth. and on. (1) day frOB the date of
d.ath, to the date of pay..nt. lax.. which b.c... dellnqu.nt b.fore January 1, 198Z bear Int.r..t .t the rat. of
six (6%) p.rcent per annu- calculat.d at . dally rnt. of .00016~. All ta.e. which b.c... delinquent on and aft.r
January 1, 198Z will b.ar lnt.r..t at a rat. which wlll vnry froe cnl.ndnr y.ar to cal.ndar y.ar with that rat.
announced by the PA D.part..nt of R.v.nu.. lho applicable lnt.re.t rat.. for 198Z through 1999 .ret
~ Int.r..t Rat. Dally Int.,..t Factor !!!! Inter..t Aat. Dally Int.re.t Factor
198Z ZDX .000~6 1986-1991 llX .DOnOl
1985 lOX .000~56 I""Z OX .DOOZ~7
1984 llX .000301 1993-199~ 7X .00019Z
1965 13X .OO05~ 1995.1998 oX .0002~7
10" lOX .oo027~ .."" 7X .000192
1981 oX .OOOZ~7
.-lnt.r.st 1. calculated a. follow':
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlc. Is'ued .ft.r the t.. baco..' d.llnqu.nt will refl.ct an Inter..t calculatlon to flft.an liS) day.
baYond the date of the ......NOt. If pay..nt Is aad. aft.r the Internt coaputatlon date .hown on the
Hotlce, additional Int.rnt w.t be calculated.
DISCOUNT I
PENAL lVl
INTEREST:
"
COMMONWEALTH OF PENNSYLVAtllA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT280601
HARRISDuno, PA 17128,0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
,.
No.AA 355002nEv"162EXlll''''
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
RODERT G RADEDACII [SQUIICE
101
'SIll.""
107 LOCUST STREET
HARRISBURG, PA 17101
FCl.DHERE
1- FOlD HEflE
ESTATE INFORMATtON:
FILE NUMBER
21-1996-1020
NAME OF DECEDENT ILAST!
WINTER IRENE M
DATE OF PAYMENT
6/2'3/1999
POSTMARK DATE
0/0010000
COUNTY
CUMBERLAND
DATE OF DEATH
7/2'3/1996
REMARKS ROBERT G RADEBACH EGQ
uSN 091 "'1'.- 1'101
(FIRST)
IMII
'" 111.7"
TOTAL AMOUNT PAID
vz
SEALCHECKt+ "292
RECEIVED BY ; : I, I
MARV C. LE\ol
REGISTER 0
II .J I JI/V
") J
/- ,,,..-:-{{
.,,/:/ " 'J/ 1
f11:.C;I::,i EF, or: \!'.iill C
--- .- ._---
._-_.__..__._-~~~~-~-~-
_ .._. __0'_ _.. ......h
u___.._____ ._-
::i~
':"'
1
'.
~'
.
I'
"
.l
.
-..,.,..,.........
-;-+~. -_..-----:'~ ~ - ~
PAYltEKTI
Detach the top portion of this Notice .-lei ...m.it ..ith your p.y.ent .ada payable to tM n... end addn..
pr Inted on the nvar.. side.
If RESIDENT DECEDENT .ak. check or .OMY order payabla tot REGISTER OF WILLS, AGENT.
If HOtI.RESIDENT DECEDENT Aka check or ~y orar payable tOI COKHONWEALTH OF PENNSYLVANIA.
REf\IID (CAl: A refmd of a taK credit, which .... not requtlsted on the TaK R.turn, ..y be r.que.tad by cOllPI.tlng ..
-application for R.fund of Penn.ylvanla I~rltenc. end E.tate TaK- CREV-1313). application. are .vallable at
the Office of the Regl.t.r of Will., ..y of the Z3 R.venue District Offlc.. or fro. the Depart.ant'. 24.hour
.....rlng ..rvlc. nuaber. for for.. ordering: In Penn.ylvanla 1.800.36Z.2050, out.lda Pann.ylvanl.
and within local Harrisburg ara. (717) 767-8094, TOO' (717) 77Z.ZZSZ CH..rlng lapalred only).
REPLV Tal Que.tlon. regarding erron contained on this notlc. .hould be addr....d tot PA Depart.ent of Ravenue, Bureau
of Individual TaK.', AllNt Po.t A.......nt R.vlew unit, Dept. Z80601, Harrl.burg, PA 17128.0601, phone
C7171 787.6505.
DISCOUNTt
If any taK due I. paid ..Ithln thr.. (3) calendar .ooth. aftar the d.c.dent', death, . five p.rcent (5X) dl.count
of tna tax paid I. allowad.
PENAL TV:
The 15X taK .-n.,ty non.partlclpatlon penalty I. coaputad on the total of the taK and Int.r..t .......d, end not
paid before January 16, 1996, the flr.t day aft.r the end of the t.K eana.ty period.
INTEREST:
Int.r..t I. charg.d beginning with flr.t day of d.llnquency, or nine (9) .onth. end one (1) day froe the data of
d.ath, to the date of pa~t. Tax.' which b.c". d.llnqu.nt before January 1, 198Z baar Intar..t at the rat. of
.IK (6X) porcent per annua calculat.d at a dally rat. of .000164. All tax.. which bec... dollnquent on end .ftar
January 1, 1982 will baar Intore.t .t a rat. which .111 vary fro. cal.ndar y..r to calondar yaar with that rata
announced by the PA Depart..nt of R.vonue. The applicable Int.r..t rat.. for 198Z through 1999 ar.:
Vaar Intar..t R.ta Dally Int.r..t Factor V.ar Int.r..t Rata Dally Int.rnt hctor
198Z 20X .000548 1988-1991 IIX .000:501
1983 16X .000438 199Z OX .000Z47
10.. IIX .000:501 1993.1994 n: .000192
1965 I1X .000356 1995.1998 OX .ODOZ47
1086 lOX .000274 1..0 n: .000192
1987 OX .000247
..Int.r..t I. calculated .. followSl
INTEREST = BALANCE DF TAX UNPAID X NUWBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
_.Any Hotlc. I..ued aft.r tha tax bacoaa. d.llnquent .111 raflact an Intor..t calcul.tlon to fifteen (15) day.
beYond the data of the ........"t. If paYMnt is .ada .ftar the Intor..t cOllPUtaUon d.t. shown on the
Hotlc., additional Int.r..t au.t be calcul.ted.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Irene M. winter
t.
Date of Death: July 23, 1996
Will No. 2196-1020
To the Register:
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.
Yes ..lL-
State whether administration of the estate is complete:
No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? yes ____ No X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes --K- No
(d) Copies of receipts, releases, joinde~ and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans' Court and may be attached to this
report.
Date:
/l.fl ~1
ire
/
I
""
Davi~~'Stone, Es
414 Bridge Street
New Cumberland, PA
717-774-7435
17070
Capacity:
Personal Representative
X
Counsel for Personal
Representative
--.~- ....,........-.""'."'-.-"""""'...-"'.,.,:..,;.'