HomeMy WebLinkAbout96-01032
.
..0
Z
....
o
CD
'&
1;;
u.a
/ I'
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUf.lIlEIlLANIJ
} 58
The petilioner(s) above.named swear(s) or affirm(s) that the
statements in Ihe foregoing pelilion are true and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedenl pelitioner(s) will well and
truly administer the estate according to law.
before me this 11TH day of ./
19 )
I MAR v' C') ~~S ,fRegisler '( 1~{
N 21 - 96 - 103(
O.
Estate of
WILLIAM R HOLLEN
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
~
j
!
Vi
AND NOW DECEMBER 13, 19~, in consideration of the petition on
the reverse side hereof, satisfactory .PIOQ[ havins. be~1J. presented before me,
IT IS DECREED that KuNA D D WOLt ijANG
is/are enlitled to Lellers of Administration, and in accord with such finding, Lellers of Administration
are hereby granted to
1l0NALD D WOLFGANG
in the esiate or ---'-W1LITAM' R HOLLEN"
WII
\ftt. [fll'/ .
MARY
00 ~
c-
g~
c::l
. n
FEES
Lellers of Administration ..... S (00.00
Short Certificates( 1 ) . . .. .. .. .. S 1 nn
Renunciation................ S ~ no
JCP S ~ no
TOTAL _ S 711.00
Filed .q~~.E.~~~~..n>...... A.D. 191L-
-'
-'
:--- 19
ATTORNEY (SII\l. ~L 1.0. N<t.)
:"OC i.Jl
):';:. \0
ADDRESS
PHONE
Letters and nrder picked up on 17-16-96 by administrator
:Il~
roo
.-
'U
; ~ ."
. , ,~
:.;
,', ,-,
":. \
.
.....;
u>o
-
21 - 96 - 1032
RENUNCIATION
In Re Eslate of
/Iv. J 1-, " .,"'-
A. Ii, l t- u' -
deceased.
To the Register of Wills of
(: "",J.,... t~" j
County. Pennsylvania.
The undersigned C r ot ( <.
C /-;;./? <A
.5;11'..1 r'L (w../I; '~-s~
...
of
the above decedent. hereby renounce(s) the right to administer the estate and respeclfully ask(s) that Lellers
(J.t it IJm;,YI.Jf"-r.'f''-'"
be issued to ;t."" I,'/' ,0. w.' I I;,.... ", 7 -
V r'"
WITNESS
hand this II day of {(l f N - . 19%.-.
x,,~~- ctf&;".J
ISlgna,ur.)
/67' C .4.r!&-.u ,J/.!j(..'
~ / //
7?tC.~/.:~ld.-L . ~aA. lev ''VoSS:-
IAddrml
,
0 '1::.;(
- I/)
0 <Jl :HI';
1"\'::: ~ ;,;'
~'i~ ~ , r;
.
.. N
.- ~,
.-
Co.) "
fl .. c:l
I- ,. ~ u>
8 iJ~ ...0
tlJ ~ .:;E
tlJa: ~::J
a: 00
.
~. .
X- /clJ!.dNIJ C. ijj~r/J-'~
/ (Signature) ,:/ T
,/{A /~ \oJ';;' "C':t.L:::'i:"a,!.Pt..
yfJ.t..'I,J:l:l':<< tJ":/,,{Uj! ~l,4 /?C'.s-$
(Addr.ss) rt
(Signatur.)
IAddressl
CERTIFICATION OF NOTICE llNDEH HtJI.J-: 5.6(a)
Name of Decedent: WTT.T.TlIM R. nnr.r.folII
Date of Death: IPtYomhPr 9, 1996
Will No.
Admin. No. 01032 of 1996
To the RegisLer:
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
~hPr 31. 1996
Name
Address
Sandra WolfQanq
107 E. Allen st.. Apt. 6. Mechanicsburq, PA 17055
107 E. Allen st.. Apt. 6. Mechanicsburq, PA 17055
Grace E. Hollen
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: ) )... (sdjC
N to;(
- <;:i
0 .!!1 :;0.:
l""l
(,,::= 0... ,~
'.' ~; c.:'
N
I .1
- ~
-- >-. ...., ,d
. ~ .. .
- .- .::>
UW r- '-'E
cuo: P' ~=>
0: Uu
(' c
Signature
\ }V..u ~h.
/
,
Name Olarles J. DeHart. III, Esquire
Address 3631 North Front Street
Harrisburq, PA 17110
Telephone (717) 232 7661
Capacity:
Personal Representative
l(
Counsel for personal
representative
CALDWELL & KEARNS
RICHARD L. Kt,A.RN&
CARL Q. WA&15
JAMr:S R. CLIPPINGER
CHARLES J. DeHART. III
JAMES D. CAMPBELL, JR
JAMES L_ QOLDSMITH
TIMOTHY I "'ARK
MICHACL 8[00R
DEBORAH A CAVACINI
KeVIN D. ELLIOTT
I5TANLI:Y J A. LASKOWSKI
A p"Ort6~IONAL CORPORATION
ATTORNEYS AT LAW
or CDUMBE:.L
TttOMAI5 D CALDweLL. JR
3631 NORTH F'RONT STRttT
HARRISBURG. PENNSY~VANIA 17110-1533
July 2, 1997
117_232.78151
rA. 111.232-17158
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: William R. Hollen Estate
Dear Sir or Madam:
I am enclosing herewith the following items:
1. Two (2) copies of a Pennsylvania Inheritance Tax Return, with
attachments.
2. Two (2) copies of the Inventory of real and personal property.
3. Status Report Under Rule 6.12.
4. Check made payable to the Register of Wills in the amount of
$888.76 for the balance of the tax due and owing.
Thank you for your cooperation. If there are any questions, please
feel free to call me.
Very truly yours,
( / V._('~J---
Charles J. DeHart, III
CALDWELL & KEARNS
CJDII I: nb
/Enclosures
cc: Ronald D. Wolfgang
89S21-1
{nLlJ Ca~ J..u< .JdO /r-/Lo JlO-
o,QO{~ - 1-'6 -(17 -
"
.
"-1
\
.
,
.,
.
,
0
(I)" Ii.
n&::: l ^
::;- :A'3
5- 7
.0 (:
-g .... .-0
III ...1 .- ,.
~ L.'.::I
('... ,
U"U: ;r;,
0:: '. -.
;<,,-.:
,-,v
o
~
~
~
~li s;
IS ~l~ E~
~ lil: 3~ ~~
~;lE\~ffi
~ ~ ~ ~~
915 ~~
UO(< gj;
." C"J II:
a:
<<
r" ~
.-,
:
,
.
,..
.
"
,
,,:.;
(,
.
)
.
0)" .'
l: 'i
;"
" . c
"
, l~
.,
"
; .~
.
"
.,..
J
~
.'
--
--- ---..,.,.,.....
.._ ---~~.M.
~ __ Ii .,.:.
COMMONWEALTH OF PENNSYLVANIA } UI
COUNTY OF-OUM.!ltLAN~ 19~
RotJlll-1J p, WOL...PG-A,JG-
b.lng cluly ~vJotll.l\J accorcling to low, clepol" .nd IOYI that h. ;<;
J!Jd",,; III' ~ tt7J -In t" 0' the Eltet. 0' WII-/./I'i/l1 R. HOl-l-PAJ
1.1. 0' _______..___...._...____ ,Cumberlend County. P.., clecund .nd th.Hh.
withIn Is .n Inventory mid. by '<!ONAL"TJ '"D, [.I')., '::"("B1::!Q:. , the IOld..il..l/lt i II" s,+f7l"tol'"
0' the .ntlre ..t.t. 0' IIld dlc.d.nt, conllstlng 0' .11 tho p.rson.1 pro",rty and rul ..tal., exc.pt rul ..t.t. ouhld.
Ih. Commonwulth 0' Plnnlylv.nll, .nd Ihat the flgurel oppOIIt. elch It.m 0' the Inv.ntory rtpr...nt lt'l '.Ir v.lu.
., 0' Ih. dlt. 0' dlCldenl'l duth.
19 91
~d:,~r.
5wOrt..iU
end lublcrlb.d b.'or. m.,
O.t. of o..Ih
flOTARIAL SEAL
IJAIJGY L. BRESKI. Nolary Public
Harrisburg. Dauphin Counly
r.1y C',mmisslon Eyplres March 16.2000
9
D.,
Add,...
/~
Month
9'
v..,
INSTRUCTIONS
I. An inventory mUlt b. liIed within three monthl after appointment of p.rsonal r.pruentatlv..
2. A luppl.ment inventory mUlt b. fiI.d within thirty daYI of discovery of additionalus.h.
3. Additional sheeh may be attached as to personalty or r.alty
<t. SOl Articl. IV, Fiduciaries Act of 1949.
~ ,;
w .
"
~ < "
w "
I>. .... U .
~ '" .
0 w w C '" ...
J: " .
l- I>. oi I>. c
... -' u. ~
Z jj 0 I>. 0
"- oJ =:
w 0 < i: <
> Z ~
Z 0 c
C ~
0 - '" Z c3
~
z w < ....
I>. '"0
C
- ..!!
0 ~
"
.J> ... ...
.. E
- ..!! 0
" ~ 0
oJ U u: ..
COMMONWEALTH OF PENNSYLVANIA l IS:
COUNTY OF GIIMIER\JI:ND f)~J
P. WO/..-FG-Il rJG-
b.ln9 duly lAiO ,.J .ccordln9 to law, dopo'o' .nd lay' th.t h. /$
A-I",; 11 : ~+r" -Ic r 01 tho E,lat. 01 /-U "-'.-111 "" R. liu..l-F.!..,.,)
I.t. 01 ___.___..___...._..._-..- . Cumberland County, P.., doc,"od .nd th.t the
within II an tn..ntory mado by J!c"-'A/...U:}' Wo/..-F..tr:!Jt:d.6- ,th. Itld A'/",;,,;sfr,,-Jo..-
01 the .ntlre IItate 01 uld docedlnt, cOnl1ltln9 01 all the pOllonal prop.rty and reel utah, ..capt r..l utat. ouhld.
th. Commonweellh 01 Ponnlyl.anla, and that th. 1i9uru oppo,lta eech It.m 01 the lnvantory repruent It', fair valu.
u 01 the date 01 dlcedont" death.
5WD~N
and ,ub,crlbod belor. me,
jo
19 if?
...ddroll
tlOTARIAL SEAL
IlAlICY L. BRESKI, tlolary Public
Harllsburg. Dauphin County
fAy Cr:mmlsslon Expires March 16, 2000
'it.
Dat. 01 Death
Cj
D.y
1:2..
Month
Y.ar
INSTRUCTIONS
I. An invontory mu,t be flIod within three month, alter appointmont 01 pOllonol repre,ontativ..
2. A ,upplomont inventory mull be filed within thirty day' 01 di,co.ery 01 additlonal aueh.
1. Additional ,hoe" may be attached as to penonalty or roally
4. See Articlo IV, Fiduciarie, Act 011949.
~ .,;
w .
-
~ ~ ..
w ..
Q. I- u .
0 0 '" .. .. ...
w ~ UJ C .. .
I- J: Q. U. .; ... E
I- -'
Z -' jj 0 Q. 0
t u. ~
W 0 <( i
~ ~ Z ~
0 c c
~
0 '" z <3
~
z w -< ...
Q. ."
c
- ..
-;:
0 .
JJ ." ...
II E
~ ~ 0
.. ~ 0
-' U u: co
IS-J'-I'iJ -3
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
UY.lSOO [l+ 1M.}
'*
COMMONWEAltH Of PENNSYlVANIA
QUA-RTMENl Of REVENUE
DE". 210601
HAUISlURu,'1o '7\21-060'
DICtDUW5I N,t.M( I\A!tT. flU1. AHO IolIOOU lUlU"\}
Hollen, william R.
WC'Al $lCU.lIl HUMoUR
C-
fOR DAns Of DIATH AnlR 12/31191 CNICK HIRE
If A SPOUSAL
POVIRTY CREDIT IS CLAIMID 0
fill NUMBER
.-:)/
, If,
YEAR
/.),~
NUM8ER
IS
fil
....
...
'"
...
)IC~II)
tdiE~
="'9
...."'co
It
..
.....
on",
......
"''''
"''''
8~
1. R.al E.'a" ISth.dul. Al ( 1 1
2. S.otk, and Band, (Sth.dul. BI ( 2 I
3. Cla..ly H.ld S'atk/Pa~n."hip In..rOl.ISth.dul. C) (31
.4. MortgoB" and NoIllS RlIceiltoble (Schedule D) (4 )
5. Cosh, Bonk CoposiU & Miscelloneous Perlonal Property (5)
ISth.dul. EI
6. Jainlly Own.d Pr;'p.~y ISth.dul. f) 16 )
7. Tran.I." (Sthedul. GI (Sth.dul.l) 171
B. 10101 Gron AUlIlS (lolollinlls '.7)
Q. Funeral bpenslIs, Administrative Cas's. Mi\ColloneouS (Q)
Expenses (Schedule HI
10. Dobts. MortgOgllliobililillS, liens (Sc.hedule I) (10)
11. 10101 Deductions {IOlot lines 9 & 10}
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
1.4. Net Value SubjetllO tOJl (line \2 minus line \3)
\S. Spousal Transfers ((or doles of death oher 6.30.94)
See lnstrudians for Applicoble Percentage on Reverse (15)
Side. (Include values irom Schedule K or Schedule M.)
16. Amaun' 01 Un. 14 'a,abl. 016% ra" (\6) 16,216.20
(Include values from Schedule K of Schodule M.)
\7. Amounl of line 1.4 taKable 01 \5% role (17)
(Include values from Schedule K or Schedule M.)
\8. Prindpallall due (Add lOll from lines IS. lb and 17.)
19. Crodill Spou,al Pa'or'Y Cr.dil Prior Paymanll Oi"aun' In..r.,'
+ _J,500~00.. + ---1.84.21- -
r' ""\lCAIIII SUI'tT'llHO SPOUU'S HoUIlltASl.llut AHlllll,OO\I INItIAll
COUN1Y CODE
OIClOUH'~ (OMPU1l "OOIl~~
107 East Allen street, Apt. 6
M3chanicsbur9, PA 17055
c~" cumber land
"MOUtH llCllVlO I~U IH~1lUC1l0N~1
o 3. Remainder Relurn
110' do'" 01 d.ath prior 1012.13.82)
o 5. Federal Estole TOK Relurn Required
0- B. Tolol Number of Sale Depolit Bolte.
3631 North Front street
Harrisburg, PA 17110
162,261.00
I B I
162., 761 nn
2\. "line 18 i. groalor'han line 19. .n'" ,h. diH.ronte an Lino 2\. Thi. h Ih. TAX DUE.
A. Enter the inlere,t on the balance dlJo on line 21 A.
8. Enter Ihe total 01 line 21 and 21A on line 218. This i, Ihe BALANCE DUE.
Make Check Payable to: Regtst.r 01 Wl1Is. Au.nt
~ ~ BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under p.naili.. 01 poriu,y. 1 d.daro ,hall ha.. ..amin.d ,hi. ,.'urn. induding a<tompanying "h.dul.. and "a..m.nll. and 10 ,h. b,,' 01 my knawl.dg. and b.li.I,
i. i, 'ru', torr." and tampl.... I d.dar. ,hal 011 real ,"01' hat b..n ropa,'.d a' true ma,k., ya1uo. O.dara'ion 01 propnr.r alh.. ,han ,h. p...anal rop,...n,atiye i.
bo,ed on all . formation 01 which preparer ho' ony ~nowll!dge
,~.~ . ".~'~'" ""~ ..",u ____u- ..... "";/i /;J :
..<tu", 0' ..,..." 0"''' '"'" '" ".."" ''''''' " -Tli"-,lesJ.-OeH,,,i ill ,.,,,
_ -<:. il)" .c. u: 3(,31 No,th front Sueet
".",,',hJlg. P"nn,ylvan'3 17110
o"n Ollll1H
DA.1( Of OlA1H
3/29/17
201-01-4971
12/9/96
Grace E. lIollen
o 2. Supplemental Return
Ga 1. Originol Return
040.
o 7.
III Es ire
232-7661
'"
'"
S
::>
t:
Do
cC
....
...
'"
'"
'"
~
....
::>
Do
~
'"
....
...
..
....
9...B2B~59
(\1)
(121
(131
1141
9.828.59
152.,A~2. 41
152.412.41
X.__=
76,716.71
4,577 q7
. .06 =
. .15 =
(\8)
(191 ______3,jjlL<t,21
(20)
20. "Lin. 19 i. grealer'han line IB, .n'OI ,he dill.rento an line 20. Thi, i, the OVERPAYMENT.
aD
(211
121AI
121BI
__666.1.6
Ad '48 of 1994 provides for the reduction of the tax rates Imposed on the net 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 estates of decedents dying on or after 7/1/94 and before 111196
e 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
. 1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
e 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 (1"') IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent moke 0 transler and:
o. retain the use or income 01 the property tronslerred, .......................................................
b. retoin the right to designate who sholl use the property tronslerred or its income, ...............
c. retain a reversionory interest; or ...................................................................................
d. receive the promise lor life 01 either payments, benefits or careV.......................................
2. II deoth occurred on or belore December 12, 1982, did decedent within two years preceding
deoth transler property without receiving odequate considerotionV II deoth occurred ofter
December 12, 1982, did decedent transler property within one year 01 deoth without receiving
odequote considerolionV........................................ ...................... .....................................
3. Did decedent own an 'in trust lor' bonk account at his or her deathL....................................
. IF THE- ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
I ,,~.~'
,_I" I
Ir\ltJOtUtt1utJ
*'
COMMONWfAUH 0' PENN$YLVANIA
INHUITANCE TAX RETURN
IUIDINT DICIDINT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
I FILE NUMBER
William R. Hollen
Jolnlllnanll.).
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
None
B.
C.
Jolntlv-ownld proplrty:
ITEM LmER DATE
FOR TOTAL VALUE
NUMBER JOINT MADE DESCRIPTION OF PROPERTY DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1.
------ -------------- --~------------
TOTAL (Aha enlcr on line 6, Recapitulation) S
--..---------.--
---- -~---___..__.____...._._L._._
(IF more $po[e ;$ needed ;nunt additional $heeh of $ome $ize)
R[Y.UIOflt IMIT)
,,'tJ~'?1\
......~{!Ib;.
COMMONWEAL'" OF P[NNSYlVANIA
INHllnANC' fAX InUIN
IlSIDIN' ~1~~.~IN'
SCHEDULE G
TRANSFERS
"""'-='=='==~~=~=~===-FjLE NUMBER
PLEASE PRINT OR TVPE
ESTATE OF
--------
---..--. -----.---.
William R. Hollen
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
-----.
DECD. DOLLAR VALUE
% OF DECEDENT'S
INT. INTEREST
ITEM DESCRIPTION OF PROPERTY
NUMBER 'ndud. nom. 01 'h.'lonller.., ,h.ir ,elorionship'o decedenl, dor. 01 'ronll.,. EXCLUSION
.. ____u ______
TOTAL VALUE
OF ASSET
None
I
,
I
j
JOT AL IAho enter on line 7, Rt'capitulationl 1 S
(II mar.. spm... ;1 nt't..d...d. Inll'" udd'Plonol ,hl'~'l 0' 10m. ,ill.' J
.--
II"'-UIII" 17.",
ESTATE OF
.
COMMONWEAltH 0' PfNNSYIVANIA
INHUItANCE fAX IUURN
IUIDENf DfCEDENf
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plla.o Print ar Tvpo
MBER
William R. Hollen
ITEM
NUMBER
A. Funoral Expon...,
DESCRIPTION
AMOUNT
1.
Myers funeral Hane - funeral services
6,696.50
1,456.00
2.
Gingrich Memorials - Grave marker
B. Admlnl.tratlvo Calls:
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Persanal Representative Cammissians - Ronald D.
Sacial Security Number af Porsanal Represenlalive:
Year Cammissians paid
Waived
Nolfganq,
195-36-7583
2.
Allarney Fees
,Caldwell & Kearns
I Family Exemptian
I Claimant Grace E. Hollen
Address af Claimant al decedent's dealh
Slreet Address 107 E. Allen Street ,-Ap~ _ 6
City Mechanicsburg Slate JA- Zip Cade 17055
3r500.00
1r250.00
3.
Relatianship Wife
Prabate Fees
, Register of Wills 300.00
- Mllcellaneaul Expenles:
CUmberland Law Journal - Legal advertising
60.00
62.09
The Carlisle Sentinel - Legal advertising
TOTAL (Alsa enter an line 9, Recapitulatian)
9,828.59
s
(If mare space II noodod, inlert additianallhoots of lamo li.e.)
u....UIJ... (1'7)
SCHEDULE J I
BENEFICI~
'*
(OMMOHWI.UH Of ......'.'....Nt.
IHH..II...NeII.... .nU'H
'UIDIN' DlelDINI
FILE NUMBER
ESTATE OF
William R. Ilcllen
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
A. TaKable Bequells:
1.
Grace E. IIollenr 107 E. I\1len streetr Apt. 6r
Mechanicsburg, PA 17055
sandra Wolfgang, 107 E. I\1len street, Apt. 6r
-Mechanicsburg, PA 17055
Daughter
1/2 residuary estab
Spouse
1/2 residuary estat
2.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charilable and Goyernmenlal Boquo,":
1.
___ ____. .__,__.__.___~__ _,__. ~_m
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aho enler on line 13, Recapi'ula';on)
s
I ..
- ----.---. ---- .----- - - -_.-------------~-----~--~----- .-.--_.
(If moro spaco is noeded, insert additional shoe" of same siro)
,
I
1
1
1
t
1
t
t
1
I
1
t. fOtD HUf
t
I
1
I
I
I
1
I
-. ..,
.... --. -_.-
DNo. AA185053
-INI"'''~~'1
COMMONWEALTH OF PENNSYLVANIA
DIPARTMENT Of RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
RECEIVED FROM:
i
ACN
ASSESSMENT P:'
CONTROL ...
NUMBER
AMOUNT
RONALD D WOLFGANG
Jv1
*.:I,;JVV.uO
107 E ALLEN ST APT 6
MECHANIC5DURG, PA 1705~
IOIDHI"
ESTATE INFORMATION:
~ filE NUMBER
Y 21-1996-1032
!t NAME OF DECEDENT (LAST)
~ HOLLEN WILLIAM R
II DATE OF PAYMENT
EI POSTMARK DATE
COUNTY
5SN 201-01-1+971
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
m TOTAL AMOUNT PAID
.3,500.00
SK
REMARKS
RONALD D WOLFGANG
SEAL
CHECK II "I
, .~J.I . / - (!/"/"~/ ,i./..",:.,/
SIGNATURE ; ;~' _- ,
. )./ ."'" ",.
RECEIVED BY
REGISTER OF WILLS
MARY C. LE.t:.lIS
REGISTER OF WILLS
- - - ---, -- -- .--.- .---- -- ~--- ---- ---.- ----
-- -- - ---.--- -_.
-.
I
j
.
.
-- -----
..,:.
-:_. __ ,,_____'h__.~~
--
/5~/'/Y/.-:-~
CDMHDNWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
BUREAU OF INDIVIDUAL TAXES
IHtllAIIAH([ lAIC DIVISION
DrPI. 18D601
IIAIlAISBUAC, PI. l1U8.0601
NOTICE OF INIIERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
10-27-97
UOLLER
12-09-96
21 96-1032
CUMBERLAND
101
CHARLES J DEHART
3631 N FRONT ST
HBG
I II ESQ
PA 17110
Anount Renitt.d
'*'
"'.1"'..."1...."
WILLIAM
R
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
CUMBERLAND CD CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LDWER PORTlDN FDR YOUR RECDRDS ....
iiE'v:is4i-Ex-AFP-ioij:97rNoTicEnciF-YNHEiiiTANcE-,'-Ax-iipPRiiisEHENi'-,--AL1-ciwANcE-lilinmn-nn-nn
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF HDLLER WILLIAM R FILE ND. 21 96-1032 ACN 101 DATE 10-27-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. R..I est.t. (Schedule AJ
2. Stocks and Bonds (Schedule OJ
3. Clos.ly Hald St~ck/P.rtn.rlhlp Int.rast (Schedul. Cl
4. Hortg.g.s/Not.. Receivable (Schedule OJ
5. C..h/Sank Depostts/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfars (Schedule G)
8. Tot.l Asset.
I I CHANGED
III
121
131
141
(51
161
171
.00
.00
.00
.00
162 ,261. 00
.00
.00
181
APPROVED DEDUCTIDNS AND EXEMPTIONS:
9. Funeral Expan.../Adn. COlt./Hlsc. Expans.. (Schedule H)
10. Dlbtl/Mortglge Llebl11tlll/Lllnl (Schldull II
11. Tot.l Deduction.
12. Net Velu. of Tax Return
13. Charitable/Governmental aeque.t.; Non-elected 9113 Trusts (Schedule J)
14. Het Value of Eltate Subject to Tax
191
llDI
9,B28.59
.00
NOTE: To in.ur. proper
credit to your account,
sub.it the upper portion
of thi. forn with your
tax paYllent.
162.261.00
1111
ll21
1131
ll41
g.8'8 ~g
152,432.41
.00
152.432.41
If an assessment was issued previOUSlY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rat. (15)
16. Amount of line 14 taxable at lin..l/CI... A rat. (16)
17. Anount of line 14 t.xabla .t Collateral/Cl... a rate (17)
18. Principal Tax Dua
TAX CREDITS:
NDTE:
PAYMENT
DATE
01-09-97
07-02-97
RECEIPT
NUMBER
AA185053
AA211493
DISCOUNT 1'1
INTEREST/PEN PAID (-I
IB4.21
.00
76.216.20
76.216.20
.00
X'OO=
X .06=
X .15=
ll81
.00
4.572.97
.00
4.572.97
4,572.97
.00
.00
.00
e IF PAID AFTER DATE INDICATED. SEE REUERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE 15 LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI. YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS. I
AIlOUNT PAID
3.500.00
888.76
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
RESERVATION: E.t.t.. 0' d.c.d.nt. dying on or b.for. O.ceab.r 12, 198Z -- I' any future Int.r..t In the ..t.t. I. tran.f.rred
In pa.....lon or InJoYI.nt to CI,.. a (coll,t.rll) blneflclarl.. 0' thl dlCld.nt ,ft.r the I.plratlon 0' any ..tatl 'or
11'. or 'or y..r., the Co..onw..lth hereby ..pr...ly r...rv.. the right to appr.I.. and ...... tren,'er Inh.rltanc. Ta...
.t the l.wful el... a (call.ter.l) rat. on any .uch future Int.r..t.
PURPOSE OF
HOflCE:
To fulfill the r.qulr...nt. 0' S.ctlon 2140 of the Inh.rltanc. .nd E.t.t. T.. Act, Act 21 0' 1995. (lZ P.S.
S.ctlon 9140).
PAYKENT:
a.tach the top portion of thl. Notlcl and sub.lt with your Ply..nt to the R.gl.tlr of Will. prlntld on the r.ver.. .Id..
--Hak. ch.ck or lon.y order p.y.bll tOI REGISTER OF MILLS, AGENT
REFUND (CR J:
A refund of at.. cr.dlt, which w.. not requ..t.d on the '.x R.turn, ..y b. r.qul.ted by coapl.tlng an wAppllc.tlon
for R.fund of P.nn.ylvanla Inh.rlt.nc. end E.t.t. T.xw CREY-l]l]). Appllc.tlons are av.llabl. at thl Offlc.
of the R.gl.t.r of Will., any of thl 2] Rev.nu. District Offlc.., or by c.lllng the sp.cl.l Z4-hour
answ.rlng s.rvlc. hU8b.r. for for.. ord.rlng: In P.nn.ylv.nl, 1-800-36Z-Z050, out.ld. P.nn.ylvanl. end
within 10c.1 H.rrl.burg .r.a (717) 787-8094, TDDI (717) 772-ZZSZ (H..rlng I.p.lrad Only).
OIJECUOHSI
Any p.rty In Int.r..t not ..tl,'l.d with the .ppr.I....nt, allowanc. or dl.allowanc. of d.ductlon., or .......ant
of ta. (Including dl.count or Int.r..t) a. .hown on thl. Notlcl .u.t obJlct within .Ixty (60) dlY' 0' r,cllpt of
this Notlc. bYI
--written prote.t to the PA Dep.rt.,nt of R.venue, laIrd 0' ApPlal., nlpt. Z810Z1, H.rrl.burg, PA 1712a-IOZl, OR
--.l.ctlon to h.v, thl ..tt.r d.t.r.ln.d .t audit 0' the account of the Plr.on.1 rIPr..lnt.tlv., OR
--app.el to the Orphan.' Court.
ADMIN
ISTRAUYE
CQRRfCflOHSI
Factu.1 .rror. dl.covlr.d on thl. ........nt .hould be addr...ed In writing tal PA D.part..nt 0' Rlvlnu.,
Bur.au of Indlvldu.1 T...., A"NI Po.t A"I.s.ent R.vlew unit, nlpt. Z80601, Harrl.burg, PA 17128-0601
Phon. (717) 787-6505. S.. p.g. 5 0' the book lit wln.tructlon. for Inherltanc. T.x R.turn for a R..ld.nt
O.c.d.nt- (REV-lS01) for an ..planatlon of adllnl.tratlv.lv corr.ct.bl. .rror..
DISCOl..ln:
If any t.x ~ I. paid within thr.. (]) cel.nd.r .unthe .ft.r the d.c.d.nt'. de.th, a ,lvI percent (5%) dl.count 0'
the t.x p.ld I. allow.d.
PENal TV 1
The 15X t.x aen..ty non-p.rtlclp.tlon p.n.lty I. co~tld on the tot.1 0' the taM and Int.r..t ......ed, and not
p.ld before January la, 1996, the flr.t day after the .nd of the t.. aane.ty p.rlod. Thl. non-p.rtlclp.tlon
p.n.lty I. app..labl. In the .... .annlr end In the the .... tl.. p.rlod .. you would app.al the tax end Int.r..t
th.t h.. been .......d .. Indlc.t.d on thl. not Ie..
INTEREST:
Int.r..t I. ch.rged b.glnnlng with 'Ir.t d.y of d.llnquency, or nln. (9) .onth. and on. (1) day fro' the date of
d..th, to the det. of pay..nt. Tax.. which b.ce.. d.llnquent b.for. Janu.ry I, 198Z b.ar Int.r..t at the rete of
.Ix (6X) percent per annul ca1culat.d at , dellY rat. of .000164. All t.x.. which beeaee d.llnquent on end .ft.r
J~.ry 1, 1982 will b..r Int.r..t at a r.t. which will vary fro. cal.ndar y.ar to cal.nd.r y..r Mlth th.t rat.
announc.d by the PA D.part..nt of R.v.nu.. Tha appllcabl. Int.r..t rate. for 198Z through 1997 ar.:
'!.!!! Inter..t A.t. Dally Inter..t Fllctor !!!!' Inter..t Ret. 0.11'1 tnternt Factor
1982 2'X .000548 1981 OX .DODZU
1981 16% .aoO"38 1988.1991 11% .000101
198.. IIX .000301 1992 'X .OOD2U
1985 UX .000lS6 1995-1994 7X .000192
1986 lOX .000274 1995-1997 'X .OODZU
--Int.rllt It calculet.d .. followu
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF OAYS OELINQUEHT X DAILY IHTEQEST FACTOR
--Any Notice IlIued aft.r the tax b.co... dellnquent Mill reflect an Inter..t calculation to fltt.en US) d.y.
beyond the date of the .......ent. If P,y,,"t I. .ad. .ftar the Intera.t coeput.tlon d.t. &hown on the
Notice, addltlon.l Inter..t w.t be celculetlld.