HomeMy WebLinkAbout96-01030
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">:'I'I'r111N HlIll'"(}l~T": ..n" 11I1ANT (}I' I.Im'EIlS
EsloI" ol-~'.-L!Ij)L .!?.J:-.;.l. No. _~:5{.._-_!4,,1Q.--
Db" kilo ",I. D.' ._ . ... . . .'_ .- . To:
_-.-----... ." Ilcgi'tCf 01 Will, hlr the 1 l
._---.--. . ..... /",,,,",,,11. ('oUIlIY oIC~L".~ .'J_.l( lJ~ ill the
Socia/ S~rllr/ty No. _J.~ li_~:: 1...J~..J!:l .__' COlI\l1lllllWCallh of Pellllsylvallia
The petilioll of the IIll\k"igllc~ re,pe"lullY rellle,cllt' that:
Yoor petitiollel!S). who i,/are IK years of ;Ige 0\ ol~er all the exeeot.r.J.f.::
inlhe last will of the ahove ~eec~CIII. ~ale~ J..t.:..L_~'
and co~ieil(s) date~ .-----.-
named
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("01< r<1<van' ci'CllnI".nc". q. rcnllnciolion. dq'h of "",'lIor. erc.)
Deeendent was domicilc~ at dcalh in ( ',,,,, I)L l~ I.\I'( \ County, Pennsylvania, with
It I' I!.- last family or principal resi~enee al ~J.{: ~ . r'.I':....C^:!'(i C 5.-1.
h....u.,'ll(( i~t.j /7.'.)(/ / 11.1t.<t<-..;/'E
(Ii\t ,treel. number and mundpa1ilY)
Decendsn,I, then .-2-7 _ years of age, died JI L. t! . ..:;. I
al 'If ;',,,~ .,t- ,u ,I' l ~ t. .
Excepl as follows, dece~el\l ~id not marry, was not divorced an~ did nOI have a child born or adopted
after execution of Ihe will offere~ for probale; was not the victim of a killing and was never adjudiealed
incompetent:
Deeendent at death owned properlY with eSlimated values as follows:
!If domiciled in Pa.) All persollal properlY
(If not domicile~ in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in CounlY
Value of real eSlale in Pennsylvania
situaled as followS:
/3."f(.J..'
,19 Cjt"
$ \J~iUO
$
$_
$
~..o
WHEREFORE, pelitioner!s) respectfully requesl!s) Ihe probate of the last will and codicil(s)
pr"ented herewith and the grant of letters ...sr.,,..,,,I...-
lu'.:stamcntar)"; administration c.t.a.; adminimation d.b.not.t.a.)
theron.
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OATH 01: PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }"
COUNTY 01' . CU:1IlEIlLAND ::;::;
The petitioner(s) above-name,! swear!!! or aflirmls) thai the stalements in the foregoing pelilion arc
true and correct to Ihe best of the knowledge and belief of petitioner(s) and Ihat as personal represen-
tative!s) of :he above deccJent petitioner(s) will well an~ IrulY,;ldminister Ihe eSlale according 10 law.
subscribed ~/IJt.{ (. . .,.j. ,", I.U' CIl
d of .- re-,.:Ucd (Q..~I /-;~ 1;"'- ~~.
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N 21-96- 1030
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Estate of GEORGIA 1'. RIFE . Deceased
nECREE 01<' I)RODATE AND GRANT OF LETTERS
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AND NOW IlECEMllER 13 19~, in comideralion of the pelilion on
Ihe reverse side hereof, sluisfaclOry proof having been presenlL'Il before me,
IT IS DECREED that the instrumen1(s) dated DECEMllER 3, 1993
described Iherein be admitted 10 probate and liIed of record as Ihe last will of
GEORGIA P. RIFE
and Letters TESTAMENTARY
arc hereby granted 10 JANE GRIFFIE AND DALLAS ("DEE") RIFE
'mYryl' ~1I,u, pi ed.!Jk;'M~/iJ~
H.C'gbtcr uf Wills
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FEES
Probate, Letters, Etc. ..... 0 0 .. $ 40.00
Shllrt eertineates! 2) .......... $ 6.00
~Jt 7..EXTRA.PAG.ES $21.00
JCP $ 5.00
TOTAL _ $ 72.00
Filed . P.F;lfJ::~.Il.F;I!-. .q... ~~.~~. 0..... 0 0....
A TIORNEY ISupo CI. 1.0. No.)
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CALLED EXECUTOR DECEMBER 13. 1996
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LAST WILL AND TESTAMENT OF GEORGIA P. RIFE
SECOND
I give, devise and bequeath my entire estate, together with
all insurance proceeds, thereon of whatever nature and
wheresoever situate, in equal shares to my beloved children
GEORGE RIFE, JANE GRIFFIE, DAVID RIFE, and DALLAS ("Dee") RIFE,
who survive me by sixty days, per stirpes.
THIRD
I direct my personal representative to divide among
such
beneficiaries, and among such additional individuals whom I may
designate in the separate memorandum to which I have hereinafter
referred, all personal property of a sentimental or family nature
-c (excluding cash, stocks, bonds and the like), including but not
, ,
[l limited to jewelry, household goods, antiques, furniture and
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memorabilia, in accordance with a separate memorandum which I may
place with my will or deposit with my personal representative,
DALLAS ("Dee") RIFE.
In the absence of such disposition by
memorandum, I direct that the said tangible personal property be
divided between my residual beneficiaries with due regard for
their personal preferences in as nearly equal shares as
practical, with the value of such dispositions being credited to
the share of each respective recipient.
If the said
beneficiaries do not agree to the division of the personal
property provided for hereunder, the decision of my personal
representative, including the decision to sell the property at
public or private sale and distribute the proceeds therefrom as
provided hereinafter, shall be final and conclusive on all
GRIFFIE & ASSOCIATES
ATTORNEYS AT LAW
200 NORTH H^NOVER STREET
CARLISLE. PA 17013
14 NORTH MAIN STREET
SUITE 307
CHAMBERSBURG. PA 17201
PAGE 2 OF 6
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LAST WILL AND TESTAMENT OF GEORGIA P. RIFE
parties.
FOURTH
I grant my personal representative the fOllowing powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b)
join
in
corporation,
partnership,
To
any
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of
shares.
(c)
To manage, operate, repair, improve, mortgage or lease
on any terms any real estate held or owned by my
estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle of
diversification or any other statute or general rule of
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
GRIFFIE & ASSOCIATES
ATTORNEYS AT LAW
200 NORTH HANOVER STREET
CARLISLE, PA 17013
14 NORTH MAIN STREET
SUITE 307
CHAMBERSBURG, PA 17201
PAGE 3 OF 6
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LAST WILL AND TESTAMENT OF GEORGIA P. RIFE
broadest investment powers possible, providing such
investments do not unnecessarily prevent the prompt
settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit
in his, her or its absolute discretion.
(g) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the United
States of America or the commonwealth of pennsylvania
concerning estate and inheritance taxes on any
interests that may pass under this my Last will and
Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and
proper by my personal representative for the proper,
advantageous and prompt management of the settlement of
my estate.
GRIFFIE 8< ASSOCIATES
ATTORNEYS AT LAW
ZOO NORTH HANOVER STREET
CARLISLE, PA 17013
14 NORTH MAIN STREET
SUITE 307
CHAMBERSBURG. PA 17201
PAGE 4 OF 6
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LAST WILL AND TESTAMENT OF GEORGIA P. RIFE
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it
may seem best and to
execute and deliver all
instruments and to do all acts which
he, she or it
deems necessary or proper to carry out the purposes of
this, my Last Will and Testament.
FIFTH
No interest of any beneficiary of my estate, either in
income or in principal, shall be subject to anticipation or
pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber
his interest either in income or principal, nor shall the
interest of any beneficiary be liable or subject in any manner
while in the possession of my personal representative for the
liability of such beneficiary.
SIXTH
I nominate, constitute and appoint my daughter and son, JANE
GRIFFIE and DALLAS ("Dee") RIFE, as Co-Executors of this my Last
Will and Testament. In the event my daughter or son is deceased,
unable or unwilling to serve or shall cease to serve for any
reason whatsoever, then I nominate, constitute, and appoint the
remaining Co-Executor as personal representative of this my Last
Will and Testament.
I direct that my personal representative
shall not be required to give or post bond for the faithful
GRIFFIE Be ASSOCIATES
ATTORNEYS AT LAW
200 NORTH HANOVER STREET
CARLISLE. PA 17013
14 NORTH MAIN STREET
SUITE 307
CHAMBERSBURG. PA 17201
PAGE 5 OF 6
.
LAST WILL AND TESTAMENT OF GEORGIA P. RIFE
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
55.
COUNT~ OF CUMBERLAND
I, GEORGIA P. RIFE, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I
signed it will ingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
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GEORGIA'jP.
I"] r! .: L<
RIFE ' r
Sworn or affirmed and acknowledged before me by GEORGIA P.
RIFE, the
Or C' t \ dlx \
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of
Testatrix, this
day
, 1993.
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NOTARIAL SEAL
TRACY L LEHMAN. NOTARY PUBLIC
CARlISl.E BORO. CUMBERLAND CO. PA.
MY COMMIS~lnN EXPIRES MAY 16. 1994
GRIFFIE Be ASSOCIATES
ATTORNEYS AT LAW
200 NORTH HANOVER STREET
CARLISLE, PA 17013
'4 NORTH MAIN STREET
SUITE 307
CHAMBERSBURG. PA 17201
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fOR OATIS Of DIATH AnlR 12/31191 CNICK NUl
If A SPOUSAL
POVUTY CRlDIT IS CLAIMID IJ
flU NUMBU
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(OMMOt~WIAltIt Of PI tmS'IVAPllA
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onr '~A.l,ll (V.~' Il'!l! "'HI M'U(Jll .!J1h~4)
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ffi !ioCK."L !iolcutltl tWMBU IllAlI 01 III Alii 10"11 (Jl IIIMltl
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k'\! 1. Original Relur" ) 2 SupplOmft"IOI Return
[] 4. limited Estate
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NUMB! R
] J Remainder Return
(for do"" 01 deoth prior 1012.13.82)
fedoral E"ole To... Return Required
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! 40 Future Inlcrol' Compromi\lt
(for doll" of dealh after 12.12.921
D".d.nl D;.d 1.110'. I; 7 O.,.d.n' Mo;n'o;n.d 0 L;.;n9 1..11
(Alloch copy of Willi (Anoth copy of Trusl)
ALL CORRESPONDENCE ANO CONFIOENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
"'''*-;-., {( .---;; r . cOY'Il1( MAllltlG "OOR;~!1 _./ ., ./
__J..IA I~ 02(_cd___.A,_:!L~'.._. /'6 If I lUI-?I.vtt7 117111 /~
1Il;'1!(7~.3 7 6"... (p~3 f?- n.C=OC7~'=_"====..' J!CtvVI!~,~!:}:!~c,:!:::,.~=~,-
_ 9. Tolal Number of Sofe Deposit BouI
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Reol e1tale (Schedule AI
SIO(~, and Bond, (Schedule 81
Closely Held Slock/Portnenhip Inlere11 (Schedule q
Mortgage, and NOlos Receivable (Schedule 01
C01h, Bonk Depo1ih & Miu"lIoneou1 Perlonal Properly
ISch.d,l. E)
Jointly Owned Properly (Schedule F)
hen110n (Schedule GI15chedule 1I
Tolol Gran Ane" (lotalline1 1.7)
Funeral Expenle1. Admini1tralive Cos". Miscellaneous
e...penses (Schedule HI
Debls. Mortgage liabilities. liens (Schedule I)
Tolal Deductions (10101 lines Q & 101
Net Value of Eslale (line 8 minus line 111
Charitable and Goyernmental Bequests (Schedule JI
Nel Volue Subject to To... (line 12 minus line 131
Spousol Transfers (for dates of deolh after 6-30.941
See Instructions for Ar,plicoble Percenlage on Reverse (1.5)
Side. (Include values rom Schedule K or Schedule M.)
Amounl of line 14 lo...able at 6% rate (10)
(Include values from Schedule K or Schedule M.I
Amount of line 14 taxable at 15% rote (17)
(Include values from Schedule K or Schedule M.I
Principal to... due (Add tax from lines 15. 16 and 17.)
Credits Spousal POyerly Credit Prior Payments
111
121
13 I
141
15 I
9SIS.sLJ
161
17 I
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1101
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X. =
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. . .06 =
. .15 =
/74.11.
(I B)
Discount
Inleresl
(19)
1201
+
--- ....-...---.. +
If line 19 is greater Ihon line 18. enter lhe difference on line 20. This is the OVERPAYMENT.
aD
Check here if you or. requesting a refund of your overpayment.
/70.j9
If line 18 is greater lhan line 19. enter lhe difference on Line 21. This is Iho TAX DUE.
A. Enler Ihe inlerest on Ihe bolance due an line 21A.
B. Enter Ihe tolol of line 21 and 21A on line 218. This is the BALANCE DUE.
Moh Check Payable to: Reglst.r ~! Wills, Ag.nt
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Jnder penalties of perjury. I declare that I have e",amined lhil reI urn. including a((omponying schedule, and ,Ialements. and 10 Ihe be'l 0; mY-k-;'~wledge and belief.
I is Irue. correct and complete. I declare that all real eslale has been reporled 01 true mor~et yolull Declaration 01 preparl'f olhl'f Ihon lhe personal representalive is
.)aled on 011 information of which pre parer has ony knowledge
r1GN.T"i~~~~ ~::'r'R~ '17)( .;~~!.M-llu.C!i~,/i/l~~n/~tJ!(!1! O.T~.~~t=y (=:
~O'PIl(P'" IlOTH(lltHANREPRt$fN~ ADOlld\' DAI(
(21)
121AI
121BI
Act '48 of 1994 provld.s for the reduction of the tax rates Imposed on the not value of transfers to or for
the use of the spouse. The rates as prescribed by the statute will be:
e 3% (.03) will be applicable for estatos of decedenll dying on or aft.r 7/1/94 and before 1/1/96
· 2% (.02) will be applicable for estat.. of decedenll dyIng on or after 1/1/96 and before 1/1/97
· 1% (.01) will be applicable for estat.. of decedenll dyIng on or aftor 1/1/97 and before 1/1/98
· Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (vo) IN THE APPROPRIATE BLOCKS.
1. Did decedent moke a tronsfer and:
X
a. retoin ,he use ar income of the property transferred, .......................................................
b. re'ain the right to designote wha shall use the property transferred or its inca me, ...............
c. retoin a reversionary interest; or ...................................................................................
d. receive the promise for life of either poyments, benefits or care? .......................................
2. If deoth occurred on or before December 12, 1982, did decedent within two yeors preceding
deoth transfer property without receiving odequote consideration? If death occurred ofter
December 12, 1982, did decedent transfer property within one year of death without receiving
ode quote consideration?. ............. ....................... .................................... ........ .......... .......
3. Did decedent own an 'in 'rust for' bank account at his or her death?.....................................
YES NO
y
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
"
11\1'1111.1;'"
~. .~) V SCHEDULE H
': :i1.';!' FUNERAL EXPENSES,
COMMO'W'.""OI PI'''''''.'''. ADMINISTRATIVE COSTS AND
INtHAIIMl(( fA.llflU"'~ MISCELLANEOUS EXPENSES I
~~ ~ ~ ""OINT OIC'O'" j I Pleale Print 0' Type ~
ESTATE 0(; .---;-:>...--:'"":> ~ ----.---TFIlE NUMBER
ITEM- .~-q[''--9J_'i_!A, ~.~' ~ ~I /CZ~(P_ - p!'Q~Q----
NUMBER DESCRIPTION AMOUNT
A. Fun.ral bp.nl."
1.
4.? ~~, L r ....,~..."\~(\-I f{ dIM.. (fU/~tllClI)
IUl~'u,II"('(,JH"fI::ILY (I-u';. t't.lC,,",I<V~)
~/;y0t{1.J1V''k l.<.JC"~ ks ( I/lPI~I-(-II_.)
AI'> I~ '1- (U~ ~ I :;/,<. /" ( f Iw-'c 11.. S)
~/73.tH)
;;"{;O . 1:'-0
d- ~ [j, u-c)
ftc:(. ~
B. Admlniltratlv. Calls:
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Personal Ropresentative Comminions
Social 5ecurily Number of Penonol Repre'enlolive:
Year Commission, paid _/1-9_7__
IfCf=.Jf -o''7cJtj~
=,00 ' 00
2.
Attorney Fee, G rr f7\ I
"'t'~I~ttc.-4 M~SQ<! 114--'itS
~ 5(.). C-C
3.
Family E.emption
Claimant
Relationship ____~
Address of Claimant at decedenl" deolh
Street Address
City
..._____510Ie _____ Zip Cod.
Probate Fees
7~,c><J
Mllcellaneoul bp.nle.:
'-I "co SU"~I")" I (rlljvC"IL-I'~I'.q)
C'...."'bl;\LI f""Iud A'1'-<...' ~ c,~/V! I
7/~";"?,J-I iJdl, 5UZt'fCc:] 11':<:_
lrf-l fJfpR.AfSf>o ( 5nl.I-/C'
('........,/). ('0. J.../.}",d (, tl
1RS (,qr,C.'fA"", <-"",.fl,eI)
C' I C-Io\rU""('1 ... Ii <-l~, I, ''''1
9o.~O
(. (). dO
;).{,.79
/7S".otJ
G 7.5" 7
.-r I. dO
.500, cJ()
TOTAL (AI.o enter on line 9, Recapitulation)
(II mar. Ipac. I. n..d.d, Inl.rt addltlonallheels 01 lame Ilzo.)
S G57Fr.9G:.
COMMONWEAlllt OF PENNSYlVANIA
O[PAnTMEtH OF HtVtNUl
DUREAU OF INDIVIDUAL TAXE~
OEPT 280601
HAfHUSnUUG. PA 1712B.0(j01
I'
W....'
~
", ;
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. AA211690
U[V'1162 [X 111.961
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
DALLAS (DEE) RI~E
11)1
*17" 10
1841 WALNUT BOTTOM ROAD
NEWVILLE. PA 17241
fOlDI1UI[
ESTATE INFORMATION:
FILE NUMDER
~1-'99h-10~O ~~~R-09-~~3R
NAME OF DECEDENT (LAST) !FIRST) IMII
RJ~~ I;EQRI;YA P
DATE OF PAYMENT
R/;>9/1997
POSTMARK DATE
O/OO/OOnr.
COUNTY
rolDHERE -
TOTAL AMOUNT PAID
$17b.I9
DATE OF DEAHl
1/19<?~
REMARKS DALLAS DEE RIFE
CW
RECEIVED BY'; ;-<: ,. ), I ,
~~~;S~ER \F I~IL:{r., ,1//';-
SEALCHECKII NONE
l.d,),
. ---'-'--'.- _._+-..------ -.+-...---.-
..
'. .
.
-----
.-
--- ...,..,.-
.~...-:",.M. _ _ I,. .,:~.
/5"-/:';/'/
BUREAU OF INDIVIDUAL TAXES
IHtt[AIfAHC[ lAx DIVISION
DlPr. ZlID60l
HARRISIURC, Pi 111:a.o.ol
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,
L.
~*\
NOTICE OF INHERITANCE TAX
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF OEDUCTIDNS AND ASSESSNENT OF TAX
1".lh'lI II' III.'"
DALLAS RIFE
1841 WALNUT
NEWVILLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
GEORGIA
12-22-97
RIFE
11-21-96
21 96-1030
CUMBERLAND
101
BOTTOM RD
PA 17241
AMount R.~itt.d
MAKE CHECK PAVABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'EY:iS4TEx--AFP--fo9'=9'r'--iioYicE--cin-NHEiiifANcE-i'Ax-iipPRA"isEifEiiT~--ALi:ciwAifcE-o-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RIFE GEORGIA P FILE NO. 21 96-1030 ACN 101 DATE 12-22-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Elt.i. (schedul. AI
2. stackl and Bonds (Schedule 8)
3. Closely Held stock/P.rtnership Int.r.st (Schedule C)
4. Kortg.ges/Not.1 Receivable (Schedule D)
5. C.sh/B.nk Oepositl/Hlsc. Parson.l Property (Schedul. E)
6. Jointly Owned Prop.rty (Schedule F)
7. Tr.nlf.rl (Schedule OJ
8. Total Ass.ts
CHANGED
.00
.00
.00
.00
9.S15.50
.00
.00
181
11)
(21
131
141
151
16)
171
NOTE: To insure prop.r
cr.dit to your account,
subnit the upper portion
of this forM with your
t.)( pay"ent.
9.515.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer.l Exp.nses/AdM. Costs/Hisc. Expenses (Schedul. HI
10. O.bts/Hortgage Liabilitie./li.ns (Schedule II
11. Total Deductions
12. Hat Value of T.. Return
13. Charitable/GovernMental aeqUests; Non-.lectad 9113 Trust. (Schedule J)
14. N.t V.lue of Elt.t. Subj.ct to Tax
(9)
1101
6,578.96
.00
1111
1121
1151
1141
6.0;78 Q6
2.936.54
.00
2,936.54
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of a1h returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rate 115)
16. AMount of Lin. 14 t.xable .t Lln..l/Clasl A r.te (16)
11. AMount of Line 14 t.xable at Coll.teral/Cl.ss 8 r.te (l7)
18. Principal T.x Due
.00
2.936.54
.00
X .00=
X .06=
X .15=
1I81
.00
176.19
.00
176.19
TAX CREDITS:
PAYNENT
DATE
08-29-97
RECEIPT
NUNDER
AA211690
DISCOUNT 1+1
INTERESTIPEN PAID (-I
.00
ANDUNT PAID
176.19
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
176.19
.00
.35
.35
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CAlCULATIDN DF ADDITIDNAl INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I, YDU HAY DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I
P
. .
RESERVATION: E.t.t.. of d.cad.nt. dying on or b.for. D.e.~.r ll. 1981 ~~ If any future Int.r..t In the ..t.t. I. tran.f.rr.d
In po.....lon or enJoy..nt to Cl... . Ceoll.t.ral) b.n.flelarl.s of the dac.d.nt aft.r the ..plratlon of any .stata for
Ilfa or for yaar., the C~..lth h.r.by ..pr...ly r...rva. the right to appr.I.. and a..... trans'.r Inherltanc. Ta..s
at the lawful Cla.s a Ceollat.rall rata on any .uch future Int.r..t.
_or
NOTlCEI
To fulfill the r.qulr...nt. of S.etlon ll~D of the Inh.rltlnC. and Est.t. T.. Act. Act II of 1995. e7l P.S.
S.ctlon 9IUI.
PAYH[Hl I
Oatach the top portion of thl. Hotle. and .ubalt with your pay.ent to tha R.glst.r of Will. prlnt.d on the r.varsa sid..
~~ttake check or IIOMY ord.r payabl. tal REGISTER OF MILLS, AGENT
REFUND CCRII . r.fund of at.. cr.dlt. which w.. not r.qua.tad on the Ta. Raturn. ..y ba raquest.d by coapletlng an -'ppllcatlon
for R.fund of P.nnsylvanla Inheritance and Est.t. la." (REV~15151. Applications .r. avallabla .t tha Office
of the Regl.t.r of Wills. any of the 25 R.vanu. DI.trlct Offices. or by c.lllng tha .pecl.1 2~~hour
/' answarlng ..rvlca nu.b." for for.. ord.rlng: In P.nnSYlvanla 1~800.562~205D. outtlda P.M.ylvanla and
within local Harrl.burg .r.. (717) 787.809~. TOOl (717) 77Z~l25l (Haarlng I.palred Only).
OBJECTIONS. Any party In Intar.st not ..tl.fl.d with the appr.ls.aant. allowanc. or dl.allowanc. of daductlon., or ........nt
of t.. (Including dl.count or Int.r..t) .. shown on thl. Notlc. au.t obJact within sl.ty (601 days of racalpt of
thla Notlca by:
-~wrlttan prot..t to tha PA Dapart.ant of Ravanue. loard of Appeal.. Dapt. l810ll. HarriSburg. PA 17128-1021, OR
~-alactlon to have the a.tt.r d.taraln.d at audit of the account of the p.r.onal rapre.antatlv.. OR
--appeal to the DrphWl.' Court.
AD'UN
ISTRATlVE
CORRECTlONSI
F.ctual .rror. dl.cov.rad on thl. .......ant .hould be .ddr....d In writing to: PA D.part.ant of R.venue.
Bur..u of Indlvldu.l T..... ATTNI Po.t A......ent R.vl.w unit, D.pt. 280601. Harrl.burg, PA 17128-0601
Phone (717) 787~6S05. S.. page 5 of tha bookl.t "In.tructlon. for Inh.rltanca Ta. A.turn for a Re.ldent
Oac.dant" CAEV-1SD1) for an ..planatlon of adalnl.trotlvely correetabla arror..
DISCOUNT I
If any t.. due I. paid within thr.. (51 caland.r .onth. .ftar the d.e.dant'. d.ath. a flv. parcent C5~1 dl.count of
the ta. p.ld I. allowed.
PENALTY I
The 15X t.. aanesty non-partlclp.tlon penalty I. coaput.d on tha total of the ta. and Int.r..t as..s..d, and not
paid bafora January 18. 1996, tha flrlt day aft.r the .nd of the t.. aan..ty period. Thl. non-participation
panalty II .ppe.labl. In tha sa.. .ann.r and In the the .a.. tl.. p.rlod as you would .PP.II tha ta. and Int.re.t
thet h.. b..n .......d .. Indlcat.d on thl. notlc..
INTERESTr
Int.r..t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nine (9) aonths Ind ona (1) day froa the data of
death, to the data of p.yaant. Ta.a. which bac... d.llnqu.nt b.for. January 1, 1981 baar Int.r.st at tha r.t. of
.1. (6X) parcant par annua calculatad at a dally r.t. of .00016~. All ta..s which baca.a dallnquant on and aft.r
January 1, 1982 will b.ar Int.r..t at a rat. which will vary fra. calandar y.ar to c.landar y.ar with that r.t.
announced by the PA D.p.rtaant of Rav.nue. lhe appllcabl. Int.r.st r.t.. for 1981 through 1998 ar.:
'!!!! Inter..t Rat. Dally Int.r..t Fllctor !!!! Inter..t AAt. Dally Int.r..t Factor
1982 ZOX .DaOS~8 1987 'X .000247
1985 16X .oaaU8 1988-1991 llX .000501
198~ IIX .000301 1992 'X .OOO2U
1985 UX .000556 1995-1994 7X .DaOI9Z
1986 lOX .000Z7~ 1995-1998 'X .00a2~7
ulnt.rut It calculatad .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Any Hotlc. I.sued .ft.r the ta. b.co.a. d.llnqu.nt will r.fl.ct an Int.r..t calcul.tlon to flft..n CISI days
b.yond the data of tha ........nt. If payeant Is aada aftar the lntar..t coaputatlon data shown on tha
Notlc.. additional Int.rut ..,st be calculat.d.
,
STATUS REPORT UNDER RULE 6.l2
. 1') /) ,
Name of Decedent: (;:(iOY] 1(, I h'l ~e...
Date of Death: NOV. (), ,- 1t.1 q I~
I
Will NO.-,t1C\/.p' OI03() Admin. No.
PI\." ;]I{\L -1::130
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 ~hether administration of the estate is complete:
Yes V No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the pe~nal repyesentative 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 s~~e an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: /Q -/3 -11
,
, \..JJ {( . .
A L(. ". )L (, Ll/
. gnature .
.:J(l('7~. 'R. . S) /rfR(
Name (P~s? ~ype or print) J I
I f)ac/road. iJ()~. /UeLtJudt
Address 1;1
~n) -/10 - SSM rll
Tel. No.
Capacity: ~ersonal Representative
Counsel for personal
representative
(MAH: rmfl AM3)