HomeMy WebLinkAbout96-01037
1;:\11111' of _ElsiILS.__Tomb__ __ ____u .._
ulso knowll U.\ ____ __ ~_~_"___ _.-__ ._.____.___________
PETITION FOI~ PROSATE and GRANT OF I.ETnmS
No._:s.'-___lt.=-lQ3 7___
To:
R~~isl~r of \Vilb for Ih~
COllnly ofCumQ(U:_tiJ.ll.d_ in Ih~
Commonw~allh of I'~nnsylvania
__~__.________ _,_.._.___~.__ .___. /)e('('l/.\w/.
Socia' SI'''O';I.'' No. _1..4 2 =_3_8 =-2 21t9______
The pClilinn of lite umlcr,iglll'd fC\IR'Clflllly rCJ1ll'Wllh that:
Your p~lilion~rK). \\1111 is!~K IH y~ars of a~~ or old~1 an Ih,' ~.\~clltix......(subs.titut.e.) nam~d
in Ih~ lasl \\ill of Ihe ahlll~ d~Cl'd,'nl. dal~d _J:anua:Ly_~A , , 1992-
and clldidl,s) d,"~d _.._______________.__._____._._...
J.9JnUnd._R..__T9.I1lb_E:_ll.E1.Q.u.tor nameg_j.JLW~U.l havinq died October
....l.,_.l9.9.5.______ ._______________
1'lall'll'IL'\:inl ~'irL'llIl\\l.lIh:L'\. ....l!. tl'lIundalinn. ilt'O.lh 1,ll'\\"\;lIltH, 1:11:.)
D~c~nderll \\,IS dmnicikd al Ikalh in _C.\IJ!!!;>er1....'!J19____ ~ COIlIllY. P~nnsylvania, wilh
h~_____ lasl fanllly IIf principal r~sid~nc~ ill _)~_5 Ne.sle.Y.. Dn. ve, Lower Allen
'lIDIDshiIL____ ___ _.__ _.__
llt.1 \lll'l'I, IIlUllhc! ;lIId "lIl11dJl;IIII~1
D~c~nd~IlI.lh~n,.l~---. y~als llf a~~. di~d __Noyembe.r 25, .1996
a1---.!3~th'!l!Y~._~gi!.._________
EsC~pl as flllhlll s. d~c~d~1lI did nlllmarry. '''IS nlll dilorc~d and did lUll hale a child born or adopled
afl~r ~.\e~uliun of Ihe \\ill olkr~d for plon;II~; was 11n1lhe \'iclim of a killing and was never adjudicaled
int,.'OI1II'l'IC.'ItI:
De~~l1lknl ;11 d~;lIh o\\lIed (1lup~ny \\ilh ~slimated \'alu~s a, follllws:
(If domiciled in 1'".) All personal (1lopeny
(I f nol domiciled in Pol.) I'~/Sonal propeny ill P~nnsyl\";lIlia
(II 1101 domicil~d ill Pa.) Pe/sullal propeny ill COIlIllY
Vnlue: \)1' real ",'\laic ill P':lln\yl\'ania
,itualcd ih !'uUm\",:
S 2,600
S
S
S
\\ HEREFORE. peliliun~r's) lespeclfully r~411esl(s) Ihe pronale of Ihe lasl will and codicil(s)
ple'~III~d hel~\\ilh alld Ih~ ~ranl of kll~ls._1:J!..?1::_'!.men ti'I.!'L
, lI~"';lll1\'n1"n; .hhllllll,a..'lt\ll 10:.1.:1.; adminjl.tratiun d,b.n.c.l.a.)
thCHlIl.
,
"
~
~:=:
, -
::lI::~
~:g
~~
;.
J'
B....tt,t::.1f.Q,tlO( J:O_w...h_;llCl.<)J~___
!3.LLL- (X.(Q.<= ---,c.,-,..h hC{,.~
------~--_._--_.. - ---.-.- - -~----_.._--
--_._-~ --~-'-~-'-'._--_. ---_..---- _._~-_._---~---
OATH OF PERSONAL REPRESENTATIVE
COI\IMO:'tiWEAI.TII OF l'Ei'I::'IISYI.\' Ai'iIA
COt: :\T\' OF _(,umherl<1!];~_
I ..
J IS::;
Th\.'I'\..'titiOllt.:'I(\1 aiW\l'.n;lIlH:d \\Har('.\ or affirmh) thai thl' sti.lh.'mcnl\ in the foregoing petition arc
true alld \,."llrrn:1 tlllhe: Ill'" "I' thl' "'11t1\'.k.Jgc and hl'lil'f of pl'litinnCff\) anu thai as personal rcprcscn-
latin~(') of Ihl' ahOH' tkl..'l'lkllt pl'liliulIl'r(~) will \\dl ami truly admini\lc:r the: c\rille lIccording (0 law.
S\\ntn I" nr ;,llill1l,'d and Sllh\Crihl'd.~ I.!/LLIl....:.a.cLlltr ..li:1.>l~' 1~(Cl<:V '"
hl'forl' !Ill' thi... ._._. _ J.'1._~_.__ .. doh nf __.-__~n__.___.._~____ ~.
--'D~..li..nl/:J.c..'--_~_ .. 1~1'.1}'1..;. 1iii.:.i.-------.-- ~
IS -/ 'If _ 5"~~~L~~i'V,~II,,;/~\:. If,_'r ~ ~--~~~~--~-.- ~
",' .
I~II. ..._2k!l6~1037----
Eslulc III' __~l!lie s. T(Jllh
, Ucccuscd
UECItEE OF PlmnATE ANU (iItANT OF LETTEItS
AND NOW December 17. \" 96. . I . I' 1 . .
_______-----..--.----.---.-~- 7._______.. an L'On\lt cr~1I10n n tie pctlllOtl on
lhe rc\'cr~c "ide hereof. "~Ili"raclnry proof ha\'in~ heen prc\clltco hefmc l11e,
IT IS DECREED Ihal Ihe ;1I,lrlll11elll(') daled_.._J,ammry.. H L.19~~_ ..
de,erihed lherein he admilled 10 prnhale :lIId filed 01 re"lIll a' Ihe \a'l will or
Elsie s. Tanb ..
and Leller' Testamentary
me herehy granted I<l_.-R\!.t;b..j:le~mor Tanb Davis
-------------- --
-------------
-'./.1 ~.tnJ J/-fTt
, ary C. Lewis
FEES
Probate. Leller', Ele. ......... $ 25.00
ShOll Cellifieale,( 4) . . . . . . . . .. L_~_&L
Renunciation...,............ $___
X-Pages (9) 27.00
JCP --'- $'-5:00-
TOTAL $
Filed .~~.~~r:.~7,l?9~.'.~~~?~
Michael W. Hassell, Esquire (34851)
"nOR:>;!'Y ISUP. Ct. 1.1). Nu.1
Morgan, Lewis & Bockius LLP
One Commerce Square
41:7 \~a1nut S.tUt~\Ns
Harrisburg, PA 17101-1904
(1.11L2.3.1.:::.4.02 4
1'110:-;1;
00 ~ :o@l
Ciij'
3 -.
C'~ m 8
c.n
(~ .. c .-0 ....
~ , '/! C
{.:- n :D
t' -, Co.
- c; ..
Ct ..., ..
::.) :t:> ~n
. ;.~c
b \0 in
:tic 0 g,
)>;:) 00
Mailed Letters and Order to lIttomey on DeC6'!Ibf,,l;' 17.1996
~(') :D
~ :Dill
~ tl!l8
-.....
C" " Cl 'tc,
(lJ,.. a, III
:1., .~ C':l -. C-
Ill'
- . () 0
.- . -
C.~, ..., -".:.'
b>' ;c. sg
.('\ \0 Ui's.
- 0
~~ e:;
CD
LAST WILL AND TESTAMENT
OF
ELSIE S. TOMB
I, ELSIE S. TOMB, of Lower Allen Township, Cumberland
county, pennsylvania, declare this to be my Last Will and
Testament, hereby revoking all wills and codicils at any time
heretofore made by me.
SECTION FIRST
PaYment of Debts and Expenses
I direct my Executor to pay my debts, the expenses of
my last illness and my funeral expenses as soon as may be
convenient after my death.
SECTION SECOND
Beauest of Tanaible Personal property
A. I give and bequeath all my personal and household
effects, jewelry, automobiles, and all other tangible personal
property, to my husband, EDMUND R. TOMB, if he survives me for a
period of thirty (30) days; or, if he does not so survive me, to
my daughter, RUTH ELEANOR TOMB DAVIS, if she survives me for a
period of thirty (30) days; or, if she does not so survive me, to
the children of my daughter, RUTH ELEANOR TOMB DAVIS, who are
living at the expiration of such period, to be divided among them
equally in such manner as they may agree. In case of any
disagreement, the decision of my Executor shall be binding.
SECTION TIIlRD
Residuary Estate
I give, devise and bequeath my residuary estate as
follows:
A. To my husband, EDMUND R. TOMB, if he survives me
for a period of thirty (30) days.
B. If my husband, EDMUND R. TOMB, does not survive me
for a period of thirty (30) days, my residuary estate shall be
distributed as follows:
1. The lot at Ranches of America, cripple Creek,
colorado, to my son, ROBERT TOMB.
2. Twenty percent (20%) of the remainder of my estate
to my son, ROBERT TOMB, if he survives me for a period of
thirty (30) days; or, if he does not so survive me, to his
issue, per stirpes. If at my death or any later time fixed
for distribution of principal, my son, ROBERT TOMB, and all
his issue shall be deceased, the entire remainder of my
estate shall be distributed to my daughter, RUTH ELEANOR
TOMB DAVIS, or her issue, in accordance with the following
paragraph 3 of subsection B of this section.
3. Eighty percent (80%) of the remainder of my estate
to my daughter, RUTH ELEANOR TOMB DAVIS, if she survives me
for a period of thirty (30) days; or, if she does not so
survive me, to her issue, per stirpes. If at my death or at
any later time fixed for distribution of principal my
daughter, RUTH ELEANOR TOMB DAVIS, and her issue shall be
2
deceased, such principal shall be distributed to my son-in-
law, DR. M. EUGENE DAVIS. If at my death or at any later
time fixed for distribution of principal, all of the
aforesaid persons are deceased, such principal shall be
distributed to the following:
a. one-half to Mr. Gerald Tomb, of Newport
Richy, Florida; and
b. one-half to Dr. Theodore Terry, of Bethlehem,
pennsylvania.
4. As used in this Will, "child", "children", "son",
"daughter", and "issue" shall include persons related by
blood and by adoption and shall include specifically ROBERT
TOMB as my "son" and "issue".
SECTION FOURTH
Retention of Property Distributable
to Beneficiaries under a Disability
Any property (whether income or principal)
distributable to a beneficiary under a disability may be retained
by my Executor in a separate trust and may be invested and
applied (together with any income earned by it) from time to time
for the beneficiary's benefit in any way which the Executor may
deem appropriate.
Such property shall be distributed to the beneficiary
when he or she is free of disability, or, in case of death during
disability, shall be paid to his or her estate.
If the continued retention of property under this
Section should be impracticable because of the small size of the
3
fund, my Executors may distribute it for the beneficiary's
benefit. Any property held for a minor may be deposited in a
savings account made payable to the minor at majority at a
savings institution selected by my Executor.
For the purposes of this section a beneficiary shall be
considered to be under a disability during minority or while
under the age of twenty-one (21) years or at any time when such
beneficiary shall in the opinion of my Executor be unable by
reason of advanced age, illness or other condition to properly
manage his or her affairs.
payments made for the benefit of a beneficiary may be
made directly to the beneficiary, to his or her parent or
guardian or to the persons caring for or having custody of the
beneficiary, or may be applied for such beneficiary's benefit by
payment to such other persons, organizations or institutions as
my Executor may select, and the receipt of any such payee shall
be a full release therefor.
SECTION FIFTH
protective provision
I direct that the principal of my estate and the income
therefrom, so long as the same are held by my Executors, shall be
free from the control, debts, liabilities and assignments of any
beneficiary interested therein, and shall not be subject to
execution or process for the enforcement of judgments or claims
of any sort against such beneficiary.
4
SECTION SIXTH
Tax Clause
I direct that all inheritance, estate, transfer,
succession and death taxes, of any kind whatsoever, other than
any generation skipping taxes, (including any interest and
penalties thereon), which may be payable by reason of my death,
whether or not with respect to property passing under this will,
shall be paid out of the principal of my residuary estate.
SECTION SEVENTH
General Powers
In addition to any authority otherwise given, I
expressly grant to my Executors the following powers, to be
exercised in the discretion of my Executors and on such terms as
my Executors may deem best with respect to my estate and the
trusts hereunder, including property retained under section
FOURTH hereof, without need for court approval and effective
until final distribution of all assets:
A. To retain any property owned by me at my death and
to invest and reinvest, without being confined to "legal
investments", and without responsibility for diversification, in
any form of property, including by way of illustration and not of
limitation: real estate, common stocks up to one hundred percent
(100%) hereof, investment trusts, mutual funds, and securities
issued outside of the United States.
B. To sell, exchange or lease for any period of time
any property, real or personal; to enter into agreements of
5
limited partnership; to maintain, repair, alter, improve,
restrict, subdivide, develop, partition, dedicate or abandon real
estate; to grant easements concerning and to otherwise encumber
real estate; and to give options and execute option agreements
for the sale or lease of assets held, without obligation to
repudiate the same in favor of better offers.
C. To subscribe for stocks, bonds or other
investments; to join in any plan of lease, mortgage, merger,
consolidation, reorganization, foreclosure or voting trust and
deposit securities thereunder; to exercise options to purchase
stock and other property; and generally to exercise all the
rights of security holders of any corporation.
D. To register securities in street name or in the
name of a nominee or in such manner that title shall pass by
delivery and to vote, in person or by proxy, securities held
hereunder and in such connection to delegate discretionary
powers.
E. To retain reasonable amounts of cash uninvested,
in the commercial or trust department of any bank or trust
company, including any corporate fiduciary hereunder, for such
periods of time as are deemed reasonable for the efficient
administration of the estate or trust.
F. To borrow money and to mortgage or pledge assets
held hereunder as security; and to lend money upon such security
as may be deemed sufficient.
G. To make all reasonable compromises.
6
H. To make distribution in cash or in kind or partly
in cash and partly in kind, and, except as otherwise specifically
directed, to allocate specific assets to or among the
beneficiaries, including any trusts hereunder, in such manner or
proportion as they may deem advisable; provided, however, that
this clause shall not be construed to permit them to affect the
value of the distribution to which any such beneficiary may be
entitled hereunder.
I. To combine the assets of any separate accounts
under Section FOURTH hereof into one or more administrative or
investment units for convenience of administration and
investment.
J. To employ and compensate from income or principal,
in their discretion, investment and legal counsel, accountants,
brokers and other specialists.
SECTION EIGHTH
Appointment of Executors and Trustees
A. I appoint EDMUND R. TOMB, my husband, as Executor
of this Will. In case of the renunciation, resignation,
disability or death of my husband, I appoint my daughter, RUTH
ELEANOR TOMB DAVIS, to serve as a substitute Executrix. In case
of the renunciation, resignation, disability or death of my
daughter, I appoint my son-in-law, DR. M. EUGENE DAVIS,
Mechanicsburg, Pennsylvania, as substitute Executor, or in the
event he is unable to serve, I appoint DR. THEODORE TERRY,
Bethlehem, Pennsylvania, as substitute Executor, or in the event
7
he is unable to serve, I appoint EARL P. ARMSTRONG, columbia,
South Carolina, as substitute Executor, or in the event he cannot
serve, I appoint DAUPHIN DEPOSIT BANK , TRUST COMPANY as
substitute Executor.
B. The individual Executor serving hereunder at any
time and from time to time may appoint a bank or trust company
(either within or without the commonwealth of pennsylvania) to
serve as an additional Executor in which case the individual
Executor serving hereunder at any time and from time to time
shall have the right to remove the corporate Executor then
serving hereunder, and to appoint another bank or trust company,
either within or without the Commonwealth of pennsylvania, to
serve in its place or to leave such office vacant.
C. Any successor Executor shall have the same powers,
duties and authorities as though named hereunder as an initial
Executor. No Executor serving hereunder at any time shall be
required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF, I
my Last Will and Testament this
have set my
J l.{tJ.
hand and seal to this
day
of J(f~
1992.
1'1' \ ,.r
( I 'I' .. J (. ,., j,-
ELSIE S. TOMB
(Seal)
signed, sealed, published and declared by ELSIE S.
TOMB, the above-named testatrix, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her
8
STATE OF PENNSYLVANIA
ss.
COUNTY OF DAUPHIN
we~ liA ;,..1 &/.,(1 , _/rl" fI rf.l1-.., ,
a,... ?'l. lA"~IA'II,,'(and ~".;" -;p //./1",..)), the testatrix and the
,
witnesses, respectively, whose names are signed to the attached
or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the testatrix signed
and executed the instrument as her Will and that she had signed
willingly, and that she executed it as her free and voluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed
the will as witness and that to the best of his or her knowledge
the testatrix was at that time eighteen year of age or older, of
sound mind and under no constraint or undue influence.
,
(
;(-- ~ .(
'j /
,1 ....1..r-. (;
TesiJiX
Witne s '
7/ z(,.ikf'.I!,'U{(.\
Witness
'1,-
.,J). 2:/ .wl-v-, 61 ~
Witness
--- Subscribed, sworn to and acknowledged before me byf'~lD.
~~.~h , "the testatrixl'A~nd suqscribed and s~rn. to bef.orLe meL.J.
by _;;; JI.~ , (km Z!J.. l!tm!:J!aJ.q(Jll"-. andof'l" 'LlJJ). 17t1!!tJ.O('I.I
wi <!13see, this IlJU-.. day of c:1rI"" 11:1'1.1\ I J , 1992.
d-- d
1-/ ^ 1 J 1 ',. ~. ./1,:1, ),tnIIl -'"
Notary Public ~
r NorARIAL S!:AL
10 I "ClUE R. G:SBONEY. Nelary Publ;c
L. (.:-1 c' H:"'s~urg. Dluchin County
':" Ccmmi5:ien EJlc.res March 10. 1994
CID ~f:
~
0-
.od: ;48
.... tij-o
.,-
~ .~ ~
- ~l
CI
'. ~ !
D
"
igC;1 -,b--/Y/
. ..
"
~F,RTIF1C"TION OF NOTICE UNDER RUI,F, 5.6 lal
Name of Decedent:
Rlgie R. Tomb
Date of Death:
D~cemher 17. 1996
Will No.
1996-01037
Admin. No.
2196-1037
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 Jan\1arv to. '997
Address
~
Durbi.n. Casner. WY
B2601
17:55
:.:::,:::r >~:' ::.:.:c.
506 Albri.aht Drivp-.
Mechanicsbura.
PA
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
Date:
Januarv 13. 1997
/',?<-,-Jw.} U(J!PtuJO
signature
Name Michael W. Hassell. Esauire
Morgan, Lewis & Bockius LLP
Address pne Commerce Sauare
417 Walnut Street
Harrishura. PA 1710'-190~
\;jd
VI"
,.,..'
, '>::runa
1:11a
(717\ 237-4024
Telephone
zv: \\U \1\ ll'lr L6.
capacity:
x
personal Representative
counsel for personal
representative
S\'i~" ."JtJ
IO~Jal:l
llAOl/411..861
AIV.UOOU+11Q.!
I <j-- / ,/ F;"- S'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
(!--
'OR OATIS O~ DIATH AnlR 12/31/91 CHICK HIRI
" A SPOUSAL
POYlRrv CRIDIT IS CLAIMID 11
_____ _._ _.___ ,___. ... M__'___~'_'._
fill NUMBIR
,,~:I~:rC\
-.'ff)_
(OMMONwIAlhIOl Plt4N!lY!VAWA
O(PAIlIMWIOf R(V(NUI
DEPI 180tJOI
tl~~.~_I~I~_~G, PA _ 111180601
OI((O(NI!l ~4AMI HA~T, '11'11. Arm MIOOIl It,lIIAII
21
COUNTY CODE
JIJI)(,
VtAR
01037
NUMBER
OIUOltfl!lo(OMPttll AOOII!l!l
0-
15
C>
w
...
w
C>
'7:'~~~~~~~U;~" s . T~'~~'20~ ~~(,
I~i.-;;w'-;t-I~v-.~~';;-;-'-\'-L>~~I \ ......, ,;.-,il~i,. ."~' ""1 (;,I"'.ll
:125 \~l'~ley Ilrlve,
Nel'hanlc~hllrg, 1''\
(0""[
A"'OUt4T--ill(llvi-o I~I j- ir~~lri-lictIOtj-~i--'-~._-- ~ ---'-+---~--
..- ,.-"._---,------~-_._---------_._---
Apt. 1.9
17055
]"^;~ ~';;~'89 H
j'w," \1(0"," ";i.,,,
Supple menial Rolurn
J 3
W
0-
)I::~V)
...",..
w.....
",c>O
u"''''
..",
..
'"
Kl 1. Original Return I l 2.
[] .t. limiled hlale r] 40. fulure Inl"reU CompromiuI
liar dale' of d"ath aher 12.12.821
K"J 6 Decedenl Died Tlulate ['! 7 Decedent Maintained 0 li.,.ing Tru,1
(AlIoch copy of Will) IAUach copy of Tru'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
Remainder Return
liar date, 01 deolh prior to 12.13.82)
federal E,tate To.. Return Required
] 5.
_ 8 T alai Number of Safe Depo,it 80...,s
.0-
"'Z
Ww
"'C>
"'z
Sf
NAMf
(OMPlI H MAilING ADOA( ~~
Hichael W. Hassell florglll1, I.('wis E. !lockios I.U'
THfPHON( NUMUR - ---.--------.---.--- ~7 f~oTWercs S~lJn re
,-l 717 L2 3)- 40_2 4 .___-=,_=c'=c==_=~= =-=='c.'c ._,c=-~==,==Jla.r rl~b~~~ . ,}'x'".:lJL01::1904
1. Real EsTole 15ched,Ie A) 11)
2. 510cl. o,d Bo,d. 15chedule BI I 2) 3,919.50
3. Cla,ely Held Slac~JPartneflhjp Inlere't (Schedule q 13 1
4, Mortgages and Nole' Recei.,.able (Schedule 01 14 1
5. Ca,h, Bank Depo,ih & Mi"eUaneau, Peflonol Property 15 I 1 t 029.53
15chedule E)
6. Jointly Owned Property (Schedule fl
7. Tron,'efl (Schedule G) (Schedule l)
8. Total Gran Anets (Iotallines 1.71
9. Funeral E"pen,e,. Admini,trali.,.e CO'h. MiICellaneou,
E..pen,es (Schedule HI
10. Debh. Mortgage liobilitje" lien, ISchedule I)
11. Total Deduction, Itolal Linel 9 & 101
12. Net Value of E,tote lline 8 minUl line 11)
13. Charitable ond Goyernmenlal 8equel" {Schedule JI
Z
o
;::
:5
=>
0-
ii:
'"
...
~
'"
161
171
I Q I
5,112.90
I 8 I _. ".~49-,-0}. .
1101
7.94
14.
15.
16.
17.
Z
0
;:: 18.
'"
0- lQ.
=>
..
'"
0
...
>< 20.
'"
0-
21.
1111
1121
1131
1141
__5_Ll}9,--1:l4
(171.81)
-.- ------
UD.81)
Net Value Subjecl 10 T ox lline 12 minUl line 13)
Spou,ol Tronden Ifor dote, of death oher 6.30.941
See In,lrudions for Ar,plicoble Percentage on Reverse
Side. (Include .,.alues rom Schedule K or Schedule M.)
Amount of line 14 taKable 01 6% role
(Include value, from Schedule K or Schedule M.I
Amount of line 14 taKable 01 15% role
(Include .,.olue, from Schedule K or Schedule M.I
Principal tax due (Add taK from lines 15, 16 and 17.)
Credih Spou,ol Poverty Credit Prior Paymenh
1151
". -
o
" .06 =
o
1161
1171
." .15 =
118)
o
DiICOU"I
Inlere,I
----------.- +
+ --
I1Q)
(201
If line 19 is greater than line 18, enler the difference on line 20. Thi, i, the OVERPAYMENT.
rJlD
Check here if you are requesting a r.fund of your overpayment.
If line 18 is greater than line 19, enler Ihe difference on line 21. Thi, i, the TAX DUE.
A. Enter the inlerest on the balance due on line 21A.
8 Enter the 10101 of line 21 and 21A on line 218. Thi, i, Ihe BALANCE DUE.
Mole! ChICle Payable to: Reglsler of Wills, Agent
(21)
121AI
121BI
o
~ >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
under penahie, of perjury, I declare that I ha.,.e uamined thi, relurn, including accompanying Hhedule, and,ta'emenh, and to tht> b~,~(;;';-~nowl~-dg-;-~dbeii;1.
t i, true, corree! and complete. I declare that all real e,Iale ho, been reported at Irue market .,.alue. Declaration of preparer other than Ihe p'H,onal repre'entafive i,
')a,ed on all information of which preparer ha, any knowledge.
;tGNATU.( Of PEA~ON Rf~PONStBl[ fOil filING Il(TUIlN AOOIl[$~----'-----------------------------.'----- - CAlf' ~ -- -~._----"-._--
~ ~ JC_'&~_5".Ak .411...- .J..t.k.7nuJ..a.U.c.s~",_J~'t.L7PS'~-]!-4_~L'1]_~_
SIGNAl (0' R(PARER OtH( A~4 JI(PRES(NTAtIV( "'OOJl(~!J ~ U 0"11
M4'
Horgan, l.ewl~ E. Bockius I.I.P, One C~n1I11(crcl'_~q41I1r~,--_____
417 \,alnllt Strel't, Ilarri~bllrg, PA 17101-190
.-.-11'491.3.1
.[Y.I~3(1l. 14161
,,~'~'9C\
_..vb.:
COMl,\QNWUlIH O. '[NNnlY~NI'"
INtURnANcr lA.II .(tURN
Rf~ID(Nt DECIDENt
ESTATE OF
1
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
21-1996-01037
(All property lolnlly.own,d with RighI a' Survl.o..hlp mUll b, dlsclolld on Sch,dulo F.)
ITEM
NUMBER DESCRIPTION
Elsie S. Tomb
VALUE AT DATE
OF DEATH
1.
lockrock Income Trust, 603 Shares
Ie B1ackrock Income Trust, Inc.
3,919.50
TOTAL (AI.o ,n'o' on lino 2, Rocopilulolion)
(II more space is need.d, insert additional sheefs of some sjze,'
S
.1...\~.t'..11'1l
\ SCHEDULE E
CASH, BANK DEPOSITS AND
~~~~~~~~tA~~~~~~Yn
\
~:J~:9(\
_Mlu.-
COMMONWrAL1tt Of ,rNNSnVANIA
IHHIIIIANCI tAX InUIH
InlDINt DICIDINt
_ ~Iona.o P,i~lo' Tlf'O un
filE NUMBER
21-1996-01037
ESTATE Of
E1aiu S. Tomb
IAII ;;::"y lolntly.ownod with ,ho RI.ht of Sur.l.o"hlp :;~:;I::I:: on S'hodUlo~!I===:=-=-l-=n-:lU~ AT n__
NUMBER DATE OF DEATH
. -
1. Refund from Blue Cross/Blue ShLeld. polley CancullntLon 117.55
2. PNC Bank. 4242 Carlisle Pike, Camp Hill, PA ChuckLng
Account No. 50-8003-2928
806.45
100.00
3. Miscellaneous Personal Effects
5.53
4. Smith Barney Rufund
TOTAL (Also onlo' on lino 5, Rocapilulation) S 1. 029.53
(Alta(h addiliona18VJH )C. 11H lheell if more 'pace it needed.'
ITEM
NUMBER
A. Funeral Expen.e.,
1. Neill ~'uneral 1I0me
,,\lUlllI!I'''1
ESTATE OF
E 16 Ie
B.
1.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
S. Tomb
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND I
MISCELLANEOUS EXPENSES Plea.e_ Print or Tvpe
_ ___________________ ___.._u___[~El:~::;,:Ol037
~ :-} ~
/!' ~~ 'n
'.. '1:/r,.
COMMONW(A\lH 0' P(NN!lYlVANIA
INtl(At1AU(r 'AI II WIN
A(!aIOIN' o(croruI
DESCRIPTION
AMOUNT
- Funeral Price
1,,794.90
Admlnl.trative Co.I.:
Personal Representativo Commissions
Social Securily Number of Penonol Representative: ----..
Year Commissions paid
Attorney Fees
Expenses for copying
Family exemption
Claimant
Address of Claimant at decedent's death
Street Addre..
Cily
200.00
25.00
Relationship
State
Zip Code
Probate Fees and Short Certificates
78.00
MI.cellaneou. Expenses:
Filing Fees
40.00
TOTAL (Also enter on line 9, Recapitulation)
(If more space Is needed, Insert additional sheets 01 same size.)
55 ,112 .90
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters Testamentary
No. 1996-01037 PA No. 2196-1037
ESTATE OF TOMB ELSIE S
\LI\::l'l', t!K::l'!', M!UULt;j
Late of
LOWER ALLEN TOWNSHIP
l,;UMtlt;KLI\NU l,;UUN'l'X,
Deceased
WHEREAS, on the 17th
dated January 14th 1992
was admitted to probate as the last will of TOMB ELSIE S
(LI\::l'l', t!K::l'l', M!UULt;j
Social Security No.
day of December
142-38-2299
1996 an instrument
late of LOWER ALLEN TOWNSHIP CUMBERLAND County, who died on the
25th day of November 1996 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to RUTH ELEANOR TOMB DAVIS
who has duly qualified as Executor(rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 17th day of December 1996.
~(I)I
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WILL AND TESTAMENT
OF
ELSIE S. TOMB
I, ELSIE S. TOMB, of Lower Allen Township, cumberland
county, pennsylvania, declare this to be my Last Will and
Testament, hereby revoking all wills and codicils at any time
heretofore made by me.
SECTION FIRST
pavment of Debts and Exoenses
I direct my Executor to pay my debts, the expenses of
my last illness and my funeral expenses as soon as may be
convenient after my death.
SECTION SECOND
Beauest of Tanaible personal prooertv
A. I give and bequeath all my personal and household
effects, jewelry, automobiles, and all other tangible personal
property, to my husband, EDMUND R. TOMB, if he survives me for a
period of thirty (30) days; or, if he does not so survive me, to
my daughter, RUTH ELEANOR TOMB DAVIS, if she survives me for a
period of thirty (30) days; or, if she does not so survive me, to
the children of my daughter, RUTH ELEANOR TOMB DAVIS, who are
living at the expiration of such period, to be divided among them
equally in such manner as they may agree. In case of any
disagreement, the decision of my Executor shall be binding.
SECTION THIRD
Residuary Estate
I give, devise and bequeath my residuary estate as
follows:
A. To my husband, EDMUND R. TOMB, if he survives me
for a period of thirty (30) days.
B. If my husband, EDMUND R. TOMB, does not survive me
for a period of thirty (30) days, my residuary estate shall be
distributed as follows:
1. The lot at Ranches of America, cripple Creek,
Colorado, to my son, ROBERT TOMB.
2. Twenty percent (20%) of the remainder of my estate
to my son, ROBERT TOMB, if he survives me for a period of
thirty (30) days; or, if he does not so survive me, to his
issue, per stirpes. If at my death or any later time fixed
for distribution of principal, my son, ROBERT TOMB, and all
his issue shall be deceased, the entire remainder of my
estate shall be distributed to my daughter, RUTH ELEANOR
TOMB DAVIS, or her issue, in accordance with the following
paragraph 3 of subsection B of this section.
3. Eighty percent (80%) of the remainder of my estate
to my daughter, RUTH ELEANOR TOMB DAVIS, if she survives me
for a period of thirty (30) days; or, if she does not so
survive me, to her issue, per stirpes. If at my death or at
any later time fixed for distribution of principal my
daughter, RUTH ELEANOR TOMB DAVIS, and her issue shall be
2
deceased, such principal shall be distributed to my son-in-
law, DR. M. EUGENE DAVIS. If at my death or at any later
time fixed for distribution of principal, all of the
aforesaid persons are deceased, such principal shall be
distributed to the following:
a. one-half to Mr. Gerald Tomb, of Newport
Richy, Florida; and.
b. one-half to Dr. Theodore Terry, of Bethlehem,
Pennsylvania.
4. As used in this Will, "child", "children", "son",
"daughter", and "issue" shall include persons related by
blood and by adoption and shall include specifically ROBERT
TOMB as my "son" and "issue".
SECTION FOURTH
Retention of Prooertv Distributable
to Beneficiaries under a Disabilitv
Any property (whether income or principal)
distributable to a beneficiary under a disability may be retained
by my Executor in a separate trust and may be invested and
applied (together with any income earned by it) from time to time
for the beneficiary's benefit in any way which the Executor may
deem appropriate.
Such property shall be distributed to the beneficiary
when he or she is free of disability, or, in case of death during
disability, shall be paid to his or her estate.
If the continued retention of property under this
Section should be impracticable because of the small size of the
3
,
fund, my Executors may distribute it for the beneficiary's
benefit. Any property held for a minor may be deposited in a
saYings account made payable to the minor at majority at a
savings institution selected by my Executor.
For the purposes of this Section a beneficiary shall be
considered to be under a disability during minority or while
under the age of twenty-one (21) years or at any time when such
beneficiary shall in the opinion of my Executor be unable by
reason of advanced age, illness or other condition to properly
manage his or her affairs.
Payments made for the benefit of a beneficiary may be
made directly to the beneficiary, to his or her parent or
guardian or to the persons caring for or having custody of the
beneficiary, or may be applied for such beneficiary's benefit by
payment to such other persons, organizations or institutions as
my Executor may select, and the receipt of any such payee shall
be a full release therefor.
SECTION FIFTH
Protective provision
I direct that the principal of my estate and the income
therefrom, so long as the same are held by my Executors, shall be
free from the ~ontrol, debts, liabilities and assignments of any
beneficiary interested therein, and shall not be subject to
execution or process for the enforcement of judgments or claims
of any sort against such beneficiary.
4
SECTION SIXTH
Tax Clause
I direct that all inheritance, estate, transfer,
succession and death taxes, of any kind whatsoever, other than
any generation skipping taxes, (including any interest and
penalties thereon), which may be payable by reason of my death,
whether or not with respect to property passing under this Will,
shall be paid out of the principal of my residuary estate.
SECTION SEVENTH
General Powers
In addition to any authority otherwise given, I
expressly grant to my Executors the following powers, to be
exercised in the d'scretion of my Executors and on such terms as
my Executors may deem best with respect to my estate and the
trusts hereunder, including property retained under Section
FOURTH hereof, without need for court approval and effective
until final distribution of all assets:
A. To retain any property owned by me at my death and
to invest and reinvest, without being confined to "legal
investments", and without responsibility for diversification, in
any form of property, including by way of illustration and not of
limitation: real estate, common stocks up to one hundred percent
(100%) hereof, investment trusts, mutual funds, and securities
issued outside of the United States.
B. To sell, exchange or lease for any period of time
any property, real or personal; to enter into agreements of
5
limited partnership; to maintain, repair, alter, improve,
restrict, subdivide, develop, partition, dedicate or abandon real
estate; to grant easements concerning and to otherwise encumber
real estate; and to give options and execute option agreements
for the sale or lease of assets held, without obligation to
repudiate the same in favor of better offers.
C. To subscribe for stocks, bonds or other
investments; to join in any plan of lease, mortgage, merger,
consolidation, reorganization, foreclosure or voting trust and
deposit securities thereunder; to exercise options to purchase
stock and other property; and generally to exercise all the
rights of security holders of any corporation.
D. To register securities in street name or in the
name of a nominee or in such manner that title shall pass by
delivery and to vote, in person or by proxy, securities held
hereunder and in such connection to delegate discretionary
powers.
E. To retain reasonable amounts of cash uninvested,
in the commercial or trust department of any bank or trust
company, including any corporate fiduciary hereunder, for such
periods of time as are deemed reasonable for the efficient
administratiorr of the estate or trust.
F. To borrow money and to mortgage or pledge assets
held hereunder as security; and to lend money upon such security
as may be deemed sUfficient.
G. To make all reasonable compromises.
6
H. To make distribution in cash or in kind or partly
in cash and partly in kind, and, except as otherwise specifically
directed, to allocate specific assets to or among the
beneficiaries, including any trusts hereunder, in such manner or
proportion as they may deem advisable; provided, however, that
this clause shall not be construed to permit them to affect the
value of the distribution to which any such beneficiary may be
entitled hereunder.
I. To combine the assets of any separate accounts
under Section FOURTH hereof into one or more administrative or
investment units for convenience of administration and
investment.
J. To employ and compensate from income or principal,
in their discretion, investment and legal counsel, accountants,
brokers and other specialists.
SECTION EIGHTH
Aooointment of Executors and Trustees
A. I appoint EDMUND R. TOMB, my husband, as Executor
of this Will. In case of the renunciation, resignation,
disability or death of my husband, I appoint my daughter, RUTH
ELEANOR TOMB DAVIS, to serve as a substitute Executrix. In case
of the renunciation, resignation, disability or death of my
daughter, I appoint my son-in-law, DR. M. EUGENE DAVIS,
Mechanicsburg, Pennsylvania, as substitute Executor, or in the
event he is unable to serve, I appoint DR. THEODORE TERRY,
Bethlehem, Pennsylvania, as substitute Executor, or in the event
7
"
he is unable to serve, I appoint EARL P. ARMSTRONG, Columbia,
South Carolina, as substitute Executor, or in the event he cannot
serve, I appoint DAUPHIN OEPOSIT BANK & TRUST COMPANY as
substitute Executor.
B. The individual Executor serving hereunder at any
time and from time to time may appoint a bank or trust company
(either within or without the Commonwealth of PennsYlvania) to
serve as an additional Executor in which case the individual
Executor serving hereunder at any time and from time to time
shall have the right to remove the corporate Executor then
serving hereunder, and to appoint another bank or trust company,
either within or without the Commonwealth of Pennsylvania, to
serve in its place or to leave such office yacant.
C. Any SUccessor Executor shall have the same powers,
duties and authorities as though named hereunder as an initial
Executor. No Executor serving hereunder at any time shall be
required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF, I
my Last Will and Testament this
have set my
J 'f tJ.
hand and seal to this
OfJ~
day
1992.
fp,~'u ,g. 1. ,t-
ELSIE S. TOMB
(Seal)
Signed, sealed, published and declared by ELSIE S.
TOMB, the above-named testatrix, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her
8
presence, and in the presence of each other, all being present at
the same time, have hereunto subscribed our names as witnesses.
9'fCJrJ:IJtll;~ Or. IkrsA~I,?/I /7033
Address ) ,
!:tI, ~ IfJ3. M~.-;C.k.s b.-,.;:I 17/!;" ~
Address
--"
~b . .).J.. Ie JY ..5'. uJ b"..J <}.... ~. 4.t fJ. 17 tl.J
....J\..,.(J
Address I
9
STATE OF PENNSYLVANIA
ss.
COUNTY OF DAUPHIN
We, r~o;' .J. &...fl- , -Jnl.~ fI j'/l.A-ooA- ,
a~~ n. u.,a..J!a,/~and ~...;o -;p /I.1~,,-,j), the testatrix
r
and the
witnesses, respectively, whose names are signed to the attached
or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the testatrix signed
and executed the instrument as her Will and that she had signed
willingly, and that she executed it as her free and voluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed
the Will as witness and that to the best of his or her knowledge
the testatrix was at that time eighteen year of age or older, of
sound mind and under no constraint or undue influence.
,:i. 1--J.
Tes7Jix
Witne s
/._~~
..&. .2-/'J'V-I bPI-..
witness
SUbscribed, sworn to and acknowledged before me by~J1l' ~.
, the testatrix'-fflnd ~cr;bed and j;,rn. to beftl,~ mjJ-
, , ~1Yl . I m III Uo_ and " ILl) ~, ~ D{
this l'/u.... day of go"" I ,:II" 'I ' 1992.
1^ 11 , '.. /(. ./1,:~ hn'YIl1
Notary Public
101
NOT "RIAL SEAL
,<CLUE R CISBONEY. Nttary Public
C,:y 01 Hatrls:::urg. Dauphin County
\,... Ccmmissicn E,clres March 10. 1994
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/.5: /II.? - ~
BUREAU OF INDIVIDUAL TAXES
IHtlEAl1AHCE TAX DIVISION
DEPT. za06DI
tlARRlSBURG. PA 11ua-0601
NOTICE OF INIIERITANCE TAX
APPRAISEHENT, ALI.oWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT DF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-10-97
TOMB
11-25-96
21 96-1037
CUMBERLAND
101
MICHAEL W HASSELL
MORGAN ETAL
417 WALNUT ST
HBG PA 17101
."aunt R...lthd
(i.-
~*
1".1,.,11&"1".".
ELSIE
S
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 ~
ifiv:is4TEif-AFP--foF9'fj-ijiiricE--oF-YtiHEii'ii'ANCE-YAi(iippRiiisEHEij'r-;-ALDiwANcriili--------m-m--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TOMB ELSIE S FILE NO. 21 96-1037 ACN 101 DATE 11-10-97
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anou"t of line 14 at Spousal rat. (15)
16. A.aunt of Lin. 14 taxable at Line.I/CI.ss A rat. (16)
17. Anount of Line 14 taxable at Collateral/Clall Brat. (17)
18. Principal Tax Du.
TAX CREDITS:
PAYHENT
DATE
TAX RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule Al
2. Stocks Bnd Bonds (Schedule B)
3. Clo.ely Held stock/Partnership Interast (Schedule C)
4. Hortg.gas/Notas Receivable (Schedule DJ
S. Cash/Bank Deposits/Hisc. Pars anal Property (Schedule EJ
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Ass.ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funaral Expenses/Ad.. Costs/"isc. Expenses (Schadule H)
10. Debts/"ortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Nat Value of Tax R.turn
13. Charitable/Governnent.l Bequests; Non-elected 9113 Trust.
14. Het Valu. of Estat. Subject to Tax
NOTE:
RECEIPT
NUHDER
DISCOUNT (+1
INTEREST/PEN PAID I-I
( I CHANGED
UI
121
(31
141
151
(&1
171
.00
3.919.50
.00
.00
1,029.53
.00
.00
IBI
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forn with your
tax pay.ent.
4.949.03
E; .1'" R4
171.81-
.00
171,81-
.00
.00
.00
,00
.00
.00
.00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CAlCULATIDN OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY DE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIoNS,1
(91
UOI
5,112.90
7.94
UlI
1121
U31
U41
ISch.dul. JI
,00 X ,00=
.00 X .06=
.00 X .15=
UBI
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RESERVATIONI E.t.tl. of dlCldlnt. dying on or blforl O.clab.r 12, 1982 -- If Iny futurl Intlrl.t In thl I.tltl I. tran.flrrld
In Po.....lon or InJoy..nt to CII" 8 (collat.rall b.n.flelarll' of thl d.c.d.nt aft.r the I.plratlon of any ..tatl for
Ilf. or for y.ar.. thl Co..onw..lth h.r.bv ..pr.,.ly 'I..rv.. the right to .ppr.I.. and ...... tran.f.r Inhlrlt.ncl Ta...
at the lewful CIa.. 8 (collat.,al) ration any such future Int.r..t.
PURPOSE OF
NOTICEI To fulfill tha rlqulre.ant. of S.ctlon ZI~O of the Inh.rltanc. and E.t.t. T.. Act, Act 21 of 1995. (12 P.S.
S.ctlon 9140).
PAYKENTI Dat.ch the top portion of thl. Notlc. and .ub.lt with your pav..nt to the R.gl.t.r of Will. prlntld on thl rlvar.. .Id..
uHakl chick or lon.y ord.r p.yabl. tal REGIStER OF HILLS, AGENT
REFUND (CR)I A r.fund 0' at.. cr.dlt. which w.. not r.qu..t.d on the T.x Rlturn, .ay b. r.qu..t.d by co.pl.tlng an RApPllcatlon
for R.fund of P.nn'vlvanla Inh.rltanc. and E,tat. Tax" (REV-13131. Application. ar. .vall.bl_ .t thl OffiCI
of the R.gl.ter of Will.. .ny of the 23 R.v.nu. DI.trlct Of' Ice.. or bv calling the .pecl.l 24-hour
an.w.rlng .ervlc. nu.b.r. for for.. ordering: In Penn'Ylvanla 1-800-562-2050, out.lde P.nn.vlvanla and
within loc.l Harrisburg .raa (111) 181-8094, TOOl (117) 112-2252 CH.arlng I.palr.d Only).
OBJECTIONS I Any p.rty In Int.r..t not s.tl,'I.d with the appr.I....nt. allow.nc. or dl.allou.nc. of d.ductlons, or a...ss..nt
0' ta. (Including dl.count or Int.r..tl .. .hown on thl. Notlca lUst obJ.ct within sixty (60) days 0' r.c.lpt 0'
thlt Notlc. bYI
--wrltt.n prot.st to tha PA D.part..nt 0' R.v.nue, Board of App.al., a.pt. 281021, H.rrl.burg, PA 11128-1021. OR
--.I.ctlon to h.v. the .att.r dat.r.ln.d .t .udlt of tha .ccount 0' the p.rsonal rapr....nt.tlv., OR
--.pp.al to thl Orphans" Court.
ADHIN
ISTRATlVE
CORRECfIOHSI
Factual .rrors dl.cov.r.d on thl. ..s.....nt .hould be addr.ss.d In writing tal PA D.part.ent 0' R.venu.,
Bur..u of Individual T...., ATTN: Post As.....ant R.vlew Unit, aept. 280601, H.rrl.burg, PA 17128.0601
Phone (7111 187-6S0S. S.a pag. 5 of thl booklet -In.tructlon. for Inherlt.nc. T.. Return 'or a R..ldent
Oac.dant" (REY-ISOI) 'or an ..pl.natlon of .dalnl.tratlv.ly correctable .rror..
DISCOUNT:
If .ny t.. due I. p.ld within thr.. (5) c.l.ndar .onth. a't.r the d.c.dant., daath, . 'Iv. parc.nt (5~) dl.count 0'
the t.. p.ld I. allow.d.
PENAllVI
Tha 15~ t.. ..n..ty non-partlclp.tlon pan.lty Is coaput.d on tha total of the ta. .nd Int.r..t .......d, .nd not
p.ld b.for. Janu.ry 18, 1996, the flr.t day aft.r the .nd of the t.x a.n.sty p.rlod. Thl. non-participation
p.nalty I. app.alabl. In the .... .ann.r and In the the .... tl.. parlod .. you would app.al the tax and Int.r..t
th.t ha. b..n .......d .. Indlc.t.d on thl, notlc..
INTEREST:
Int.r..t I. chara.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) .onth. and on. (I) day 'roe the data of
d.ath, to the data of pay..nt. r.... which b.c... d.llnqu.nt b.for. January I, 1981 b.ar Int.r..t at the rat. of
.1. C6~) parc.nt p.r .nnua calcul.t.d at a dally rat. 0' .000164. All tax.. whiCh b.c... d.llnqu.nt on and after
January I, 1981 will b.ar Inter..t at . rat. which will vary fro. calend.r v..r to cal.nd.r y.ar with that rat.
announced by thl PA D.part..nt 0' R.v.nu.. Th. appllcabl. Int.r..t rat.. for 1982 through 1991 ar.:
'!!!! Int.rut Rata Dally Int.r.st ractor !!!! Int.ra.t Rat. Dally Int.r.st F.ctor
19az 20~ .000S48 '917 'X .000241
I9U 16Z .000458 1911-1991 llZ .000JOl
1984 ll~ .000501 ,.., 'X .000241
1985 U;C .000556 1"5-1994 7X .000192
1986 1D:c .000214 1995-1997 .X .000241
--Intar..t It calculat.d .. follow.:
INTEREST = BALANCE or TAX UNPAID X NUNBER or OAXS DELINQUENT X DAILY INTEREST rACTDR
.-Any Notlc. I..u.d aft.r the ta. b.co... d.llnquent will r.'I.ct an Int.r..t calculation to flfte.n CIS) day.
beyond the data of the ........nt. I' ply..nt I. ..da aft.r thl Int.r..t co.put.tlon d.t. shown on the
Notlc., .ddltlonal Int.r..t au.t b. calcul.ttd.
C/
STATUS REPORT UNDER RULE 6.12
of Decedent: ( .'~I" ("
Name
Date of Death: I? /~.,j., (.
Will No. /'1'1 ( -r ,C'\i
II"" I
Adm'n No 71.7~-!r''''
.:.. .'.'
pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1.
State whether administration of the estate is complete:
yes Y 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:
c, Did the personal representative state an
account informally to the parties in interest? Yes X 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: l(lh~jq~
-, /'/l
J'l,o,',I./' (,
Signat.ure
/f.clr>p / (I) !I(H~P II
Name (Please type or print)
9r{l.?!~~"\t. //1<;11. ""'r"
Address I
"il /)
i;'.Jt't'l{:
( "] 17 I 71') _lI(." 1/
Te 1. No.
Capacity:
personal Representative
y
Counsel for personal
representative
(HAH: rmfl AM3)