HomeMy WebLinkAbout96-01029
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3959682
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1996
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
.f
L. Dunklcber
".
.Male
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C.'IO'tUlI<t_o.._.
., November 6. 1996
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Dauphin
Derry
Carlisle, PA
.
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nlvers1ty llosp.-lIershey fled. Ctr.
40 1""
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" Oai Farm2r , His a.om Fam
OI(IDlI<t'....AlUOfQ...otIIOlIU&-..~""'I"C~ OItlOl"',
415 Dunkleberger Road :~~~lott
Mechanicsturg. PA 17055 ~.::::::-
..
'RWl.II<t........._.MT
Paul Dunklebe
...OlUO.IlI""....'._..ftI
Pamela Ann Dunkleber
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,Pamela Ann Willror
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. t'brothy Wagner
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415 Dunkleberger load: MCCnanicsturg. PA 17055
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Brothers Funeralllaoo: Carlisle. PA 17013
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o ..Ilershey Medical Center. lIershey PA 17033
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CERTIFICATION OF NOTICE UNDER Rl n.E 5.6(a)
Name of Decedent: Randy L. Dunkleberger
Date of Death: November 6, 1996
Will No._
Admin. No.21-96-1029
TO THE REGISTER:
I ccrtify 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
February II, 1997:
~
Address
Pamela A. Dunkleberger
415 Dunkleberger Rd; Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except_N/A
Date: February 11, 1997
g {,
. SHIELDS, m
Mellon Bank Bldg., 2 W. Main St.
Mechanicsburg, PA 17055
Telephone: (717) 766-0209
Counsel for Personal Representative
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
rOR DAllsor DIATH AnlR 12/31191 CHICK III
IF A SPOUSAL
POVIRTY CRIDITIS CLAIMED I
111I NUMBIR
.;II
O!OUtHI S 1441,11 11.4\1, IlliJA,itl ~iill\i1ltjii'All _.,..~ ---- ,jTili'liifRowliTf AU!JII\\
'DuNK LE{3G~G-BI(, I!II-NOY L. lflS DI.J.N/(t.fiSEI(.G-~R gp.
m~lA~i~u~"'3ue': Slf7B \,"" u/'/'~'~_1fo 1'''"7' :'~'-sc. (mE~~~'C::~;N~OfV~r: 7WA) ,;
':-~~~;~"~~A;W~ ".'N~~"'''F~~~Y'"~~;/:'' T. ""'lAM''''''; 'I<""U I'" """~~'~o"'~_~~~-~~=~=H
~ 1 Original Retuln ] "1 Suppleml'nlUI Relu'n I I 3 Remainder Return
{lor dolt" of death prior 1012.13.[
[] 4. limited estate [ ].tu TUIUIf' Inlel~,1 Compromiv' [15. Fedorol Estote Ta... Return Requirocl
(101 dOl'" of death Ulll" 12.12.821
o 6, O~(l!denl Died '''''010 I ] J. Of!(I.denl Muinlninetf a living T,u,' 0_ 8 lolal Number of Safe Depo,it Bo.-
(Alloch copy of Willi (Allach copy of llu,11
ALL CORRESPONDENCE ANDCONFIoENi'IACTAXINFORMATION-SIlOULD BE DIRECTED TO:
W.CHAteLGS E. :5HIElDS 1JI (O;;;;'ii";;~~r.A;;';/N 5T.
"'''HON'NUM''' ---.----- fYlec.llf/NIc.5BlIRb, p" ''''0G'~
7'fs,- 020 '
20, If line 19 is glealer Ihan line 18. enlllr Iho difference on line 20. This is the OVERPAYMENT.
miD
(OMMOIW..[MTlloP rrPlH':>HVAtlt^
OIr.uI.l.tIUI 01 Rh'lrllJl
Ilfrl1110WI
IIAlllll~BURG. rA 111111 mill
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1. Re.1 Es'.'e (Schedule AI
2. Slacks and Bonds (Schedule B)
3. Clos.ly H.ld Slack/Partnership Inlerlll (Schedule q
A. Mortgages ond Noles Receiyoble (Schedule D)
5. Cosh, Bon~ Deposin & Milcelloneous Personal Properly
ISchedul. E)
6. Joinlly Owned Properly (Schedule FI
7. Tro",'e" (Schedule GI(Schedule II
B. Tolol Gran Ane.. (Iolallinll 1.71
9. Funeral Expenses. Administrative Cosh. Miscellaneous
hpenses (Schedule HI
10. Debh, Mortgcge liobililies, liens (Schedule IJ
11. TOlol Dedudionl (Iolollinll 9 & 10)
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12. Nol Value of Eslale (line 8 minus line 11)
13. Charitable and Governmenlal Beques" (Schedule JI
1.4. Nel Value Subjecllo To.. (line 12 minus line 131
15. Spousal Transfen (lor doles of dealh after 6.30.9.4)
See Inslruclions for Ar,plicable Percenloge on Reverse
Side. (Include yolues rom Schedule K or Schedule M )
16. Amounl of line 14 10kable 01 6% rele
(Include value, From Schedule K Of Schedule M )
17. Amount of line 1.4 takable at 15% role
(Include values Irom Schedule K or Schedule M)
18. Principal lOll due (Add lUll ham lines 15. 16 and 17.)
19. Credih Spoulol Poverry C,edit Prior Poymenls
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cou,m (Olll
Y[AR
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(2)
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161 .[,s-----, ~-
(71 ~,{)OO.DD.J- - 0-
(91~~/2.~.1'I
(10) ----1,_.301,. (,,3
- 0 -
IB I
- 0-
It
:JoSS(., 82
(II)
(121
(131
(141
-0 -
- 0 -
---_.~-------~---
- 0 -
(151
- 0-
-0 -
)C. =
1161 .
-0-
-~ -
. .06 =
(171
0-
-0-
. .15 =
(18)
-0-
Discount
+:-- _0_-
Inleresl
":': ."_-=__.n
-0-
(191
(201
---.::"--'2--=-----.
Check here If you are requesllng a reFund of your overpayment.
1211 - a
(21A) ---i2
(2IB) - 0
21. If line 181. gr.ol.r Ihon line 19, .nl.r Ih. diff.rence on line 21. This is Ihe TAX DUE.
A. Enl.r Ih. inlerest on Ih. bolonce due on line 21A.
8. Enl.r Ih.lolol of line 21 ond 21A on line 218. Thil is Ihe BALANCE DUE.
Mak. Ch.ck Poyobl. '0: Register of Will., Agent
~ ~ BE SURE TO ANSWER All QUESTIONS ON REVERSE SI~E AND TO RECHECK MATH -0(-0(
!-,,:,der penohin of perjury, I declare that I hove ekomined Ihis relutn. including accompanying schedules and slatemenls. and 10 the besl of my knowledge and beli
., " !tue, correct and complele. I declare Ihol all real eslale has been reparled ollrue morker value. Declarolion of preporer other Ihan 'he personal repr..enlalive
baud on all information of which preparer has any knowledge.
501e; fOfPUSO an'ON!l11 OllflllNRaj'URN ACORUS. ~J5 DLI,vKl.EBL=/l61fR. ,e/). OAn .'
tilllL'JIA A., ___I"r1Jf...C/fAN../CSPUIf6-. PA /70.s:S'.. <6-(.. .q 7
fU!HATI~~OR(50S. ~ W. JuA/~ &7: OAIt
~ m~fJJC,,$EU.1?(,.,.f./J-1J.OSS 1-~-~
Ih t,~, I" Ill',
ESTATE OF
,,~.!~:~~
- ~1Wu.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY PluUl. Prilll or 1 YI'U
--- -.-~---_.- ---.- n ----Fii.ENUMBEP.
D/{NKI.~t3E/.!6~< .;l1-'i'-ltJQl.9
{OMMOIH".:I A1111 01 r! IH4~'I'''Aljl^
INll(RIIAUCI '^lIUIURU
InlOW' O(CIDUH
I(AtJDY L.
f^IIII1OP"lly 100n'ly own"" .011" II". $l'Uhl "I ~IUI...!)I\I"p """11,,, '/,\fll1,,'d 'l" !:.d....lulr 'I
- ITEM !
NUMBER
/.
.2.
.3.
If.
5-
I..
DESCRIPTION
VALUE AT
DATE OF OEATII
(J/Jeck/';j Ac.ct. No. :(,'i:i~S(J:?7 lJA.''T/'';' ~05,.t
:&',,1< (.sUo lelle.. alf,~c/'ul)
ter.$Mt:J/ C/u;ck:llj tfcd- 1110. 83'1- 00'1- 711S
u'" IlleI#II &.,K
Sf1l.fel1ltAt :x..il1fS Aed. N~. 355"- 0350"'0
4/ /lIe/1M 114ft/; (:J#f: acc.r.)
c,,.owM. Cerf"h'caf(. ND. 0 - 1'/'07.:?'11.-(!.
a:f t?leI~n ,e4toK (1;,t. A-e.c,.J
(see Itller alnu:/ru)
Jt JI, B fOe ()S'
"/77.2.7
"fl/sr..se
.0'1
f&
10, 1,{'9.9.3
,. aV.11
/(aIf)a$lK:
AlI.c.t.ol\
/h,IPrc.)'cl. (i979) VIlli z b SOCO/3 lfil.
e 51-i1tf. 110.1.
. of. .HzI'/11 ~ ~ u j fl11ent .0)' ,fJ,(;K ,Ib~411
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7.
5t
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1tl/l1 FUN/) SHlffles.
VftL. PIiR, SCl>7'r .smITH
5Ec SCH€b. cr. ,H.5o
TOTAL (Also .nl.r on lin. 5, R.co ilulolion) S q 7, z.z S'. 'Ie
IAlloch additional BV.'" IC 11'" ,h",s if more 'pace it n..d.d.)
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... ... .. II II VI
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.... II........
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110 III Cl UIlU
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... ~ U Il ~ III
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~ 0 \Q 0 ClIllH 110 III
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CD l/l I i5Ul'lIllU
CD ... 0 110 III 110 III
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,
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(OMI.\rlllwIA'1ll 01 F',tltl'oI\."",.'A
IHIU"IUUCr 'AX ,,[lUI"
InlOW I DIClllUII
SCHEDULE G
TRANSFERS
"lCASE rRINI OR lyrC
I
FilE NUMBER
;ll-%' - IOL9
ESTATE OF
f?/l-IJPY
L. ])uIlJKL.€Bt::f?6-EIl
THIS SCHEDULE MUST BE COMPlElED AND FilED IF THE ANSWEH TO ANY OF TltE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCR,PlIorl 01 PROPERlV 10lAl VALUE I DECO. DOllAR VAlUE
NUMBER In".d.no~.ollh'..'!.".~I/~'~~~~.~_'!'oI'~I~,plod'"d'.nl,_d'''ol"on~":_ EXClUSIOII OIASSE'__ _I~T._ _~~.PJEt~~\~-
I. .::r. ~. A. /1 (!(!.bU!J rAT ,bEX ".:2, tJtJ~. tf"O
MuTu""L, FuNDS
'jeJ 130)< '?IJI$"
CU:If.,eWI n:1l f:L. .3'1/./8
/1#)>
p~ /Nt-='() R!/)In.'
jc.or; Go. 5/1/17'1-/
JoS EIf.$-r C~5Tw()"1>
CAmP HILL, PII. 17011
Aoe:f". NO. q'l(,S' /<iqo
<<.
TOTAL (Also.nllf on line 7. Recopitulotion) S :l,DOO.1Jt14I
(If male Ipoce is n..ded. inle" oddiliOllallh,,'1 0' lame Jjte.'
"""".. "'" *1 \ FU~~:AE~E~~~~ESI \
COMMO"WI"lII O' ......\.".,,,. ADMINISTRATIVE COSTS AND
IHutRl1A'K( '/oJ R[1U.~' MISCELLANEOUS EXPENSES
. . "". ""'" ",' .. .. . !,.... ".... ""
==- RAN.V.l. D" NI<'E8E.'IM" ~"""":~'~.!". -10M
AMOUNT
DESCRIPTION
ITEM
NUMBER
A. Funoral bp.n..s.
1.
B.
1.
2.
3.
A.
C.
1.
2.
3.
A.
5,
b.
7.
8.
Admlnlstratlv. Casts:
Personal Repre.enlali.e Cammi..ian.
Sadal Securily Number 01 Personal Repre.enlali.e:
Year Cammi..ions paid
Allorney Fee. Cha.rlt6 f:, sh ielJ.s :or (undt.h.rm, 11.;1: +''mt. of
f,'linJ)
Family Exemplian.
Claimant Relalionship
Addre.. 01 Claimant 01 decedenl's dealh
Streel Addre..
C~ ~~
Zip Code
~
tiS. 00
Prabale Fee. ...J short cer-+; A c.G. ffS
MiscellaneouS Expens..'
lI-"d;-/I'Mal .short ce.rI-;/,'ca.1is
l/tlyer!ij;11j i~ Cumb..rlAltel Law .Jollma./
1t"";!.",,.1 .sh~ c.et'fi f,'ca.1es
I'I2Mpf- New.J Plefr# - Nest Mvern'$ ;I1J
Illl.cI;o".t.I"!. Fee tz, Richc.l"cl ft,tt 0"10.11
f;.I,'nJ 7;,fi, .7itherit. 1A.tc 1?efurh.
-; l~d)D
1'- bD.DO
,.
'1.ot:)
~
6:.1./9
JC
I :z.,ooo. 00
"/D.D()
TOTAL (Aha enler an line 9. Recapitul,alian)
(II mar. spac. I. n..d.d. Ins.rt addltlonal .h..ts 01 sam. .Iz..l
s
_,Vlml.II""1 ~\'1~"
~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
(OMMONWI,.IfItDr 'l'mnl~""I"
IHtlUUAHCI IAI InUI.,
'UICINI DIClOIIU
PI.a.. P,lnl 0' Tv".
------rL_ENU~;~-~~, ~IOZ9_~
ESTATE OF R
I~N DY
L..
"DUN/<Ll..::: BE~CrE,r.!
-- -------~_._._- ~~._.__._.._--
ITEM
NUMBER
AMOUNT
DESCRIPTION
l.
'Pri r'lc.\ fQ.\ -a,t.L\o..nc.e 0.....
CroW',t, Ac.ft. Ie:., 1.1'3.21..
Cs e~ /e.t/rr all-a.ehed)
,!.8",.3o,.i.3
A Nore..~ 'I.,r-/<
.;. '2. ;: ''if,3f>h.''3
".,...M
TOTAL IAho enle, on line 10, Recopitulolion)
(I' more spac. ;s n..ded, in..rt additional shilts 01 10m. sill.)
$
.;Jt)~."3
~
~.~
York
Farm Credit, ACA
1160 W.III.' Bollom nOld
GlIlIsl.. P.IIIIlyl,.nl.110IJ.OI46
,.I.phnno: (/11) 149.1111
fAX: (111) 249.3113
December 3l, 1996
Attorney Charles Shields
2 W Main St
Mechanicsburg, PA 17055
RE: Randy L Dunkleberger
Dear Mr. Shields:
As you requested, the following information is pertinent to
Randy Dunkleberger's account with York Farm Credit. ACA at the time
of his death, November 6. 1996.
1) Principal balance of two notes (#08, 09) totaled
$16,613.26. Computer printouts of recent history of both
notes are enclosed.
2) Both notes are signed jointly by Randy and Pamela A.
Dunkleberger.
3) Both Randy and Pamela jointly own $755.00 of York Farm
Credit C Stock, and $437.04 Allocated Surplus.
Should you have any questions regarding this information,
please call. Also, would you please provide us a copy of the death
certificate. Upon receipt of this certificate, the account will be
transferred solely to Pamela A Dunkleberger.
Sincerely.
{!/~(!. t~
Chris E. Renner
Branch Manager
. CER/pb
CC: Pamela A Dunkleberger
NOTE IIISTORY INQUIIlY
C1'L2 028
CTLJ 010
CUST 0000012765
NOT I'; 00000008
lJR^\~ 01
PAIlT 999
CD QUAL POST r;PFECTl VB TIlAN A~IOUN'I' Pili fI lIAI,ANCE DESClll 1''1' lOll
10 09/22/95 09/22/95 18572.12 10572.12 NEW I\CCOUN'!'
47 2 09/22/95 09/22/95 702.00 105'/2.12 COST INCREI\SI':
55 09/22/95 09/22/95 UO.90 10572 .12 IN'!,. 'l'nANSFIW.
65 09/25/95 09/25/95 7000.00 11572 .12 MISC.PRIN.P'iMT PRIll
65 10/03/95 10/03/95 500.00 11072 .12 MISC.PRIN.P'iMT PRIN
65 11/03/95 11/03/95 257.26 10814.86 MISC.PRIN.P'iMT PRIN
73 11/03/95 11/03/95 242.74 10014.86 NON-REG.P'iMT. INT
65 12/04/95 12/04/95 402.94 10411.92 MISC.PRIN.P'iMT PRIN
73 12/04/95 12/04/95 102.06 10411.92 NON-REG.P'iM'r. INT
60 12/13/95 12/13/95 1050.00 11461. 92 1003 AGRLINE
62 01/01/96 01/01/96 0.01 11461.93 PRIN ADJUST
67 01/01/96 01/01/96 0.01 11461. 92 PRIN ADJUST
65 01/02/96 01/02/96 395.87 11066.05 MISC.PRIN.P'iMT PRIN
73 01/02/96 01/02/96 109.13 11066.05 NON-REG.P'iMT. INT
23 02/01/96 02/01/96 11.2500 11066.05 RATE CHANGE (LOW)
58 02/23/96 02/23/96 205.76 11066.05 MISC.INT.PYMT. INT
PF1 - PAGE FWD
XLI2
12/26/96
COMMERCIAL LOANS
NOTE HISTORY INQUIRY
CTL2 028
CTL3 010
CUST 0000012765
NOTE 00000008
CD QUAL POST
60 02/23/96
23 03/03/96
73 04/01/96
58 05/30/96
82 5 07/04/96
58 07/08/96
73 07/23/96
73 5 07/23/96
43 5 09/10/96
73 09/10/96
58 10/09/96
73 11/01/96
73 12/09/96
EFFECTIVE
02/23/96
03/01/96
04/01/96
05/30/96
07/04/96
07/08/96
07/23/96
07/23/96
09/10/96
09/10/96
10/09/96
11/01/96
12/09/96
TRAN AMOUNT
795.76
11.0000
112.88
106.95
1. 65
110.52
217.46
0.01
1.64
110.52
106.95
110.52
106.95
LAST PAGE
PF2 - PAGE BKWD
PRIN BALANCE
11861.81
11861.81
11861.81
11861.81
11661.61
11661.61
11861.61
11661.61
11661.81
11661.61
11661.61
11661.81
11661.61
13:50.53 PAGE 02
DRAW 01
PART 999
DESCRIPTION
ADVANCE
RATE cHANGE (LOW)
LKBX PYMT INT
MISC.INT.P'iMT. INT
FEE ASSESSMENT
MISC.INT.P'iMT. INT
LKBX PYMT INT
LKBX PYMT LATE
LKBX P'lMT
LKBX P'lMT INT
MISC.INT.PYMT. INT
LKBX PYMT INT
LKBX PYMT INT
C'l'L2 021l
C'\'I.3 010
CD QU1\L POS'\'
10 09/22/95
47 2 09/22/95
73 11/03/95
73 11/03/95
73 12/04/95
73 12/04/95
62 01/01/96
67 01/01/96
73 01/02/96
73 01/02/96
73 02/23/96
73 02/23/96
73 04/01/96
73 04/01/96
73 05/30/96
73 05/30/96
PFl - PAGE FWD
XLI2
12/26/96
NO'\'E IIlfl'\'ORY INQUIRY
1>1!M1 00
\'1\1('1' 999
t'W;'\' 0000012765
nO'\'E 00000009
l~Fl;OL,~c'r 1 Vg
09/22/95
09/22/95
11/03/95
11/03/95
12/04/95
12/04/95
01/01/96
01/01/96
01/02/96
01/02/96
02/23/96
02/23/96
04/01/96
04/01/96
05/30/96
05/30/96
'I'1{1\N 1\1.l0UN'I'
1l000.00
H7.00
211l.1l2
76.11l
244.57
50.43
0.01
0.01
244.50
50.50
495.72
94.28
250.70
44.30
252.83
42.17
\'1{ 11,1 \I1\I.1\NCE
1l000.00
1l000.00
'/,/1l1,11l
771l1,11l
7536.61
7536.61
7536.62
7536.61
7292.11
7292.11
6796.39
6796.39
6545.69
6545.69
6292.86
6292.86
Imr;CI{ I \,'1' 1 OIl
lmw 1\CCOUNT
COS'\' lllCRE1\SE
NON-REG .1'YW\'.
lION-REG .1'YM'\'.
NON-REG.PYMT.
NON-REG.PYMT.
PRIN 1\DJUS'\,
PRIN ADJUST
NON-REG.PYMT.
NON-REG.PYMT.
NON-REG.PYMT.
NON-REG.PYMT.
LKBX PYMT
LKBX PYMT
NON-REG.PYMT.
NON-REG.PYMT.
PRIN
INT
PRIN
INT
PRIN
INT
PRIN
INT
PRIN
IN'\'
PRIN
INT
13:51.33 PAGE 02
COMMERCIAL LOANS
NOTE HISTORY I~QUIRY
CTL2'028
CTL3 010
CUST 0000012765
CD QUAL POST
82 5 07/04/96
73 07/08/96
73 07/08/96
73 07/23/96
73 07/23/96
43 5 09/10/96
73 09/10/96
73 09/10/96
73 10/09/96
73 10/09/96
73 11/01/96
73 11/01/96
73 12/09/96
73 12/09/96
LAST PAGE
EFFECTIVE
07/04/96
07/08/96
07/08/96
07/23/96
07/23/96
09/10/96
09/10/96
09/10/96
10/09/96
10/09/96
11/01/96
11/01/96
12/09/96
12/09/96
TRANAMOUNT
4.42
251. 20
43.80
508.99
81. 01
4.42
259.41
35.59
260.51l
34.42
261.23
33.77
:164.46
30.54
PF2 - PAGE BKWD
NOTE 00000009
DRAW 00
PART 999
PRIN BALANCE
6292.86
6041.66
6041.66
5532.67
5532.67
5532.67
5273.26
5273.26
5012.61l
5012.68
4751.45
4751.45
4486.99
4486.99
DESCRIPTION
FEE ASSESSMENT
NON-REG.PYMT.
NON-REG.PYMT.
LKBX PYMT
LKBX PYMT
LKBX PYMT
LKBX PYMT
LKBX PYMT
NON-UEG.PYMT.
NON-REG.PYMT.
LKBX PYMT
LKBX PYMT
LKBX PYMT
LKBX PYMT
PRIN
INT
PRIN
INT
PRIN
INT
PRIN
INT
PRIN
INT
PRIN
INT
ItL\'-1fd" 1.:\1 VVI\J
\'f~~}'Q
It~~~~~b'
~,I.III:Il\lI.L l)
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1'_."I'ol"'I"'llIl1rrlrIU"I~~IU
'"11 lillA'" t ,,,.,. 1I'~1l
'1111'1.111'1'"111I
11I1'Nullll.u
f$I'.\Tf.III'
f?A-tJ j) Y
:2-1 - ft. . /DZ 9
L.
""D/.A /oJ K L(;: 13 E7c61::FC.
.
l'Alt'l' A: [nltr lhedcsuil1liun and ullle tlf all illlClC\h,ldh tU:lhlc am) 1It11...u.ah1c.IC~:lldlcu III lllt:alinn,(ucl III dClltltlillll')
\\hidl 1:1" lolht lI(,l"(llflll" 'lII\i\inC 'I"'II~(' I.)' "ill, itllC'~hq'. "1":I:lli"1l ur 1:1\1'. 1'llIlhl'l\\it('.
Allllllml
DescripliulI uf ilems
I
oN
ScHE]J.S ~r 6-
~/t""6H
MllIJlCt:?J
Irf," rTl5"tYI,S -pI: SC/?18 /E1)
j,</atr 7P SuttillyltVCr
ItJ.,.t;~rlf(!.Y. p.lBeE ~
WI 1:) ()U)
No
Of:: ,.f&;VG
7,4)',4 tEtE
(!.uIW.ENTL.}I
W lDe>tAJ.
/fl.L
tiP,
'rt::"711S ~
7# 7lIE
l'Art ^ Tolal: Ent<< lhe Imaullt ,110\\11 (Ill the Icc~rittlbliol1 ,hcel inlhe lJC'Crdrnl lufQl1untllln Nrctllln.
Election To Subject l'rUI,erl)' Tu Till UII~er Sectioll 211J(h) As A Tln.hle Tn\ll~rer Dy This Uccc~clIl.
Ir I trust orlimilu l...angcmclII Inccl! Ihc It'IUilCl1lfllts (If Sectiun 211.\(^), alll):
.. .1l1C: busl or .imilu ....II&clI1elll is lislcd 1111 Slhedulc O. alld
b. 'Ille value Clfthe II"" Ilr similAr a"lUlr.ClIlcnl j, rnlrleo.l in "hllle 111 ill r:ullU '1l.~~rI till Sdlcllule U.
Ih(ll lh~ 11;\llSfellll"II('1JOIl111('IIfCIC'1l1;\li\'e 111.1)' 'll(\'ili~';lII\' ill(,lIlil~'lhe lIu~1 (all tll ;I hallillll;llllC'llillllllf Il('l(clIlill:e) III be illl.:hllletl in the c1e\1inn III ha\.c
.udlllll\l... ,illlibll'Il'II{'II)'lluleo.l;u a la.ahle 11,11\\1", inlhit (,1:11('. 11 le\t Ih.mllle rlllill~ ulllc II' Ihc "u~llll ,illliblllllll":lly is includell u a
1:.It3h1el'311~rer flnNdl('llulr O,lh(' 1"'I\lllullq'l\"t(IlI.'ll\(, \11;1111..: ~1'I"ill"ICIII.. h.\\e lIu,lo: 'he c1cdi"ll unl)' at 1..;1 fi:nlillll Ilf the Ilull UI similaf aIIAlIr.('lIlcnl.
.1 h,,""''''''o, 01 U';I ["";",, il ",""'0 "" ""..",,'..1 n" ,,,,,' .., Ij","" """1''''''''' ;ndn.I<,'". ,,,,101< ".., '''' ~d"d"l, (). .1 h. "",,,,,,;,,.'n' ;. ""..,
10 the tulal value ufthe lIu,t ur similal .'lallr,clllcUI.
F.LEcrION~ Uo,'ou rlrd undrrStrllon JIIJ(^) tu hut ..lalu.IM lIall.rrr luUlh rsl.I~.lI nr. pCIlUnll ur.lrull nr ,lmll.rartlultl1ltnt
erulr. ror Iht .olt u..t orlhlt drcrllrnl'. lunhtlll 'putln dUllllI tht 1I1l,."hllll 'rtlllu'. rnll...~ urrUmrT
\'[5 0 NO [_ 1 Slllllluu- 'blt
Nair: Ulhr rlrrllulIlll'rllrlllu I1IIIlt IIII'll nllt Crud lit .111llhlt lluPlIlflllrnl.IlItllI !ltIU'ln',. ("111I 1l1ll~1 lit "'tllfllfltlll 01'11.
Part D: Elller Ihe desaillllolll.lId nllle lIr.1I illltlcsh, holh luahle .lld lIulI.luah1e.lcc:udlcss or localion, (lid ul dcdlldiol\J)
\\hith Ia.U lo Ihe d('(c,lcnl', JlIf\.j\'iIlC ~1'l'llSr rl" "hidl a Sedi"n 1113 (^' clc\linll is hdne llIadc.
Uescrl lion of items ^1II01l1l'
I
r..IUTotal
/S-I<ll./3
DUREAU OF INDIVIDUAL TA~[S
~,~.tl"lT),Joj(l tu DIVISION
,nrlll, :lIObOI
IlAlnHSI\U"C. fl" IIl:lI'O"OI
COMMONWEALTH OF PENNSVlVANIA
OEPARTHENT OF REVENUE
., (~
<..- "...'~
. . 'I
'li~j>i,.~.i.~.'1.f~\.
,,, ".. \'" -, :1
(.....1....... .;;.,'
"Jr}"~~,,'L.~
NDllC[ OF INIl[RIIANC[ lA~
APPRAI5U1[NT, AllDWAt~C[ OR DISAllOWANCE
or DEDUCTIONS AND ASSESSMENT or TAX
III .~.I II ." .:. -" I
CHARLES E SHIELDS III
2 W MAW ST
MECHANICS BURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11- 1 7- 9 7
DUtlKLEBERGER
11-06-96
21 96-1029
CUMBERLArlD
101
L
RAtlDV
.-- ---A-~-;ntR-;'1i11 t tad
,..:-, _ ._. .>'''-"_-=-.0.=..._==-::.-,''-''=-----.
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAtlO CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiv: i5'4TEif"AFP-i ii9=97 Y"NoT"ic E - -0" - "itiH Eifif A'N-C i - T" AX - A-P PRA is EtfENT-'--Ai. i:OWAtici- OR------- ---- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DUtlKLEBERGER RANDV L FILE NO. 21 96-1029 ACN 101
TAK RETURN WAS: I ACCEPTED AS FILED I Xl CIlANGED SEE
DATE
ATTACHED
11-17-97
NOT! CE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGltlAL RETURN
1. Real Estate lSchedule AJ
2. Stocks and Bonds ISchedule 8J
3. Closely Held Stock/Partnership Interost (Schedulo C)
4. Hortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EI
b. Jointly Owned Property (Schedule fJ
7. Transf.rs ISchedule G)
8. Tot.l Assets
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this form with your
tax payment.
III
12)
131
141
IS)
I bl
171
.00
.00
.00
.00
97.225.98
.00
2.000.00
181
99.225.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. Funeral Expenses/Adn. Costs/Misc. Expenses CSchedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net V.lue of Tax Return
13. Charitable/Governnental aequests; Non.elected '113 Trusts (Schedule J)
l4. Net V.lue of Estate Subject to Tax
191
110)
12.200.19
8.306.63
IllI
1121
1151
1141
;>n.Gn~ R;>
78.719.16
.00
78.719.16
and 18 will
date.
If an assessment was issued previOUSly, lines 14, 15 and/or 1&, 17
reflect figures that include the total of ~ returns assessed to
ASSESSMENT OF TAX:
15. Anount of line l4 at Spousal
l6. Anount of line 14 taxable at
17. Anount of Line l4 taxable at
18. Princip.l T.x Due
TAX CREDITS:
PAYHENT I
OATE
I
I
NOTE:
.00
.00
.00
.00
rat.
line.l/Class A rate
Collat.ral/Class a rat.
llSI
llbl
1171
7B.719.16 X .00=
.00 K .06=
.00 x, 15=
1101
RECEIPT
NUMBER
DISCOUNT I-I
INTEREST/PEN PAID I-I
AMOUNT PAID
TOTAL TAX CREDIT I
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR1. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS. I
RESERVATION: Estates of decedent. dying on or before Dece~ber 12. I~az .. If anv futuro Interest In the estato Is transferred
In possession or enjoyMent to Class a Icollaterall beneflciar)es of the decedent aftor Ihe e.plratlon of any estal. for
Ilfo or for yoars. tho Co"~onwe8Ith hereby e.pressly roserves tho right to appraise and assess tronsfer Inheritance Ta.es
at the lawful Class a fcoU,ltorlll I rate on "ny such future tntorest.
PURPOSE OF
NOTtCE:
To fulfill the requlro"ents of Section ~140 of tho Inheritance and Estato fa. Act, Act ~1 of 1995. 17~ P,S.
Section ~hO I.
PAYHENI:
Detoch the top portion of this Nollce dnd sub"jt with your polynent to tha Register of !.Hlls prlntod on the roverse side.
--Hnke CheCk or noney order pnYllblo to: REGISTER Of' WILLS, AGENT
REFUND I CR) :
A rofund of 8 ta. credit. which was not roquestod on tho Ta. Roturn, nay be roquested by co.plotlng an "Application
for Rofund of Pennsylvania Inherltnnco and [state Ta." CRE~-1113). Applications are availnble at the Offlco
of the Regl.ter of Wills, any of the ~3 Revonue District Offices. or by calling the special l~'hour
answering service nunbers for forMS ordering: In Pennsylvania l.aOO-16Z-Z050, outside Pennsylvania and
wi thin loul !larr isburg aroa 17111 lal.aO~4. TOOl (717 J l1Z.ZZ5Z Wear Jng I"palred Only J.
oaJECT IONS:
Any party In Intera.t not satisfied with tho nppralsenent. allowance or disallowance of dOductlons, or assess.ent
of ta. I Including discount or Intorut) as shown on this Notice "ust objoct within shtv (601 days of recolpt of
this Notice by:
~.writton prato.t to tho PA OePllrt..ont of Ilovonuo, aOllrd of Appeals, Oopt. ZIIIOZI, Harrisburg. PA 17IZa.IOZI. OR
~-oloctJon to havo the .attar doter_lned at audit of the account of tho personal roprosontatlv., OR
..appeal to the Orphans' Court.
AO"IN
JSTRATlV[
CORRECTIONS:
Factual orrors dlscoverod on this assess"onl should bo oddrossod In writing to: P... Oepllrt.ont of Rovonuo,
Bureau of Individual T...u, AnN: Post bun...ent Rovlow Unit, Oopt. la0601. HarriSburg, PA 17IZ8.0601
Phon. 1117) 7117-6~0~. Soo page ~ of tho boo~let "Instructions for Inheritance fa. Return for a Rosld.nt
Oacodont" IREV-I~OII for an o.plMatlon of 'ld"lnhtratlveh corrocti\ble orrors.
DISCOUNT:
If any ta. duo Is paid within threo (3) calendar .onths aftor tho docod.nt's doath, a five percent 15~) discount of
tho ta. paid Is allowed.
PEN"'lTY:
The 15~ ta. a"n.sty non'partlclpatlon ponalty Is co~putod on tho total of tho la. and Intera.t ass.ssod. and not
paid boforo January la. 19~6. the first day after tho end of Ihe ta. al'lnesty period. This non.partlclpatlon
ponalty is appoalllblo In the sa... ,,"nnar and In the tho .a~e tl... periOd as yoU would appoal the ta. find Int.rolt
that has beon assessed III Indicated on this notice.
INTEREST:
Interest I. Char god beginning with first day of dollnquency, or nino I~J .onth. and one lit day fro. the date of
d.ath. to tho dato of pay.ent. Ta.es .hlch beca.o dellnquont boforo January I. 19aZ boar Interest at tho rat. of
.1. (6~) porcont per annUM calculated at II dally rate of .000164. All ta.os which boca.o dOllnquent on and after
January I. l~BZ will boar Int.rest lit a rate which will vary fro. calendar yoar to calondar yoar with that rat.
announcod by tho PA Oepart".nt of Rovenue. fhe appllcablo Intorest rates for 198Z thrOlJgh 1997 are:
~ Intorest Rat. Dally Intorut ractor :!2! Interest Rill. Oally Inter.st Factor
I~az ZO~ .000~411 19117 ~~ .00OZ47
I~U 16~ .00010$8 1~1I8.1991 1l~ .000301
198~ 1l~ ,000301 I~~Z IJ~ .000Z47
1~8S 13;( .000356 1993'1~~4 7;( .0001~Z
IIJ86 10~ .000Z7" 191J5.1~91 ~~ .OOOl~l
ulnterost Is calculatod .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-....ny Notice issuod aft.r tho ta. boco.es delinquent will refloct an Interost calculation to flft.on (15) days
boyond tho date of tho assess..nt. If pay.ant Is .ado after tho Intorest cOMputation date shown on tho
Notlco. additional Int.rost .ust bo calculated.
,.-
m.tnuVtI....I.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAl TAXES
DEPT. 280601
HARRISBURG PA 11.28.Q601
DECEDENrS NAME
*'
INHERITANCE TAX
EXPLANA liON
OF CHANGES
FilE NUMUER
Randy L. Dunkleborger
^eN
2196.1029
101
REVIEWED BY
Donna Tobias
EXPLANATION Of CHANOES
Assets passing from the dOCDdont to iilci.iirvlvlng spouso ore roportable and taxable at
the zero tax rate.
SCHEOULE ITEM
NO.
Page 1
ROW
REGISTER 01' WILLS 01' CUMBERLAND COUNTY
REPORT OF STATUS OF ADMINISTRATION
(For Resident Decedents Dying Arter July I, 1984)
ESTATE HO. 21-1tt..- /0;).'1
Name of Decedent: .R/lndv L. 1Jul1klebt/rlfl.r
/
Social Security ",ccount No.: /73- .31- 5?7tf'
Date of Death: //-{. - 9&:
Name of Personal Representative(s):
RUl1tk, ,I.. /)unKkJafl.Y
.
Capaci ty
(check one)
Executor
Administrator
Administrator c.t.a.
Administrator d.b.n.
X
I
Is the administration of the estate complete?
Yes 'X
No
If "yes", how was the administration cnded? (check one)
By court accounting
Ry account stated to parties in interest .x
Did the parties rclease the
personal representative?
Other (explain)
Total IImount paid to datc to creditors and for funeral and
administrative expense
$ ;)O)"SO~.~~
'I
$ 7f{,{)tJO'oD
Total value of distributions to datc to bencficiaries
If administration is not complete, cstimatcd value of assets
still in administration
$
NOTE: This status report is due no latcr than the due date for filillll the Pennsylvania
Inheritance Tax Return or, if no Inheritance Tax Rcturn is required, nine (9) months
arter the date of death; if the administration of the estate has not been concluded,
a summary report shall be filed annually thereafter until the administration is completc.
I certify under pellulty of pcrJury Ihllt the forer,oing informlltion is correct to the
best of my knowledgc. inforl1\lIlion 1111I1 hclicf. . ~jJ 'Il I ~
Ilate: '{'fJ..3 . 1921 ~~t~
.-::'efs6Asl ne~F'et;er.tllti.e
. Attorney for F.stute
This report must be signed by the personal representative, or one of them when more
than one, or by counsel for the estate.
,... ~~
- If)
O.l!l N
C)- ~
.~:;;: .8
:r._ ~ 'q
~i 0
u~ ~ :'1
Q)<l.l ..;~
~
oUi ., Q)
erE>> ~~
!dGl ~
a: a:
,..,.~.......,.,.:.,
;'~'>:"~~~~~..., '.