HomeMy WebLinkAbout96-01062
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No. 2.1 -q(, - 0 IOU, 2..
Estutc of
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IlECIUm 01' I)ROnATI~ ANIl GRANT 01' LETTERS
ANI> NOW D Co, c."" l"",. :;!~ 19.i.~_. in cOllsideration of the petitioll Oil
Ihe reverse side hereof. satisfactory proof having been presented before me.
IT IS DECREED thai the instrumelll(s) dated J" IA" e rJ ~ I I q c( \.,
described therein be admined to probate and filed of record as the last will of R tl b p,. to; c.
s' t;t:/" ~ "lor L- ...
alld teners -r~.. td"'''~ -t......y
are hereby grallted to C/1r,'J 6,~ ..&.,.j' t;;",1I,,,,,,, ."
1I10.\.l{1
,
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.)(,.UJ...:),Q.L't.Vj.JII IjLU/il) ~h.r
ReglllC'rof WHI\
MAllY C. LEWIS
FEES
Probllle. Leners, Etc. ......... $--.!.! 5.00
Short Certificales( 3) .......... $-19.08
x.~ paqt!f; 5:U
Ke11UIl<:lIlllon ................ $
JCP $ 5.00
TOTAL_$ 144.00
Filed . DECEMBER. 24,. .1.996.........
4/J,.,.t II ,oI'/QJ!n!l.L (3lDS/l)
ATTORNEY (Sup. Cr. t.D. No.)
0016" tv Hi, t, ..N rU t ) C"ttrl.:-/t A:1
/ADIlRESS
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Ibeneficiary
has not attained the age of twenty-one (21) yeurs,
then J give, dcvioe Dnd bcqucuth hio or her ohare uf my estate
untu CII/lHU:5 K. S'J'I.:PIIl>NSON and CIIIUS'J'l ED. fWf:PIIENSON, ] N 'I'RUS'I',
upon the following ll'rnlB an(1 eune1i ti ons:
/I. To hold, manage, invest and reinvest the
principal 50 received, and accumulation of income thereon,
and to use, pay and apply the income and principal Dr so
much thereof as in trustee's sole discretion may be
necessary for the maintenance, support, medical expenses and
education of the beneficiary.
B. 'I'he payments author! ?oed by this trust nlay be made
by my trustee directly to any beneficiaries, or such of them
as may be, in the sole opinion of trustee, of such age and
ability to handle properly the funds so paid, or may be made
directly to the person having custody and care of any
beneficiary, or may be made directly to any institution
entitled to such payment by reason of services rendered or
to be rendered to any beneficiary.
C. The amount to be paid for the benefit of any
beneficiary shall be determined from tin'e to time by his or
her need, and the amounts and times of said payments shall
SAlOIS, GUIIlO
& MAS\.ANIl
26 W. High SlIcel
Carli\le. P^
be determined by such need, provided that payments be made
at least monthly.
D. All payments of principal and income hereby given
shall be free fron. anti cipation, assi gnment, pledge or
obligations of beneficiaries, and shall not be subject to
- 2 -
.'
any execution or attaclm~nt.
F:. All principal and accumUlated income, not so
apPlied, shall he distributed when the beneficiary attains
the age of twenty-one (21) years.
~'OUl{TfI
I dJrect that any and all inheritance, estate, and transfer
imposed upon my estate passing under this Will or otherWise
be paid out of the principal of my residuary estate.
PlFTH
In addition to the powers conferred by law, I authorize any
personal repreSentative, trustee or guardian acting under this
instrument, in their absolute discretion:
A. To retain in the form received, or to sell
either at pUblic or prJvate sale any real or personal
property;
B. To exercise any options to sUbscribe for
stocks, bonds, or other investments;
C. To jOin in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure
SAIDIS, GUIDO
& MASLAN/)
26 W. Hlsh Sir."
Carll.,.. PA
of any corpOration in which my estate or any trust may
hold stocks, bonds or other securities;
O. To sell, transfer, convey, mortgage, Pledge,
lease or exchange any property, real or personal, which
at any time may form part of my estate, for the payment
of debts or taxes, or for any purpose of administration
or distribution, for such prices and upon such terms
- J -
._.......~.--=::::::-..:;....~!O!":.~.4'<,..,..,'..,.:"'_....,.,' ~._.,~
;" --"'-:""-" ",',~ "":'_.'~c'
SAlOIS. GUmo
& MASI.ANJ>
26 W. High SIr,,,,
Carlisle. PA
COMI'ION\~I~AJ.1'1I Or' I'I:NNSYloVANIA:
CUUNTY (ll-' CUMIIJ':IU,AND
ss.
I~e, ROBJ::Il'J' C. STI-:PIIHNSUN, JOAN rL WIJ,K ilnd TRACIE A. ARMOLD,
the 'l'cstator and wi tncsfles, respecti vely whose names are signed
to the foregoing or attached instrument, being first duly sworn,
do hereby declare to the undersigned authority that the
Testator signed and ex~cuted the instrument as his Last Will and
Testament and that he signed willingly and that he executed as
his free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of
the Testator signed the \~ill as witnesses and that to the best of
their knOWledge the Testator was at the time eighteen (18) or
more years of age, of sound mind and under no constraint or undue
influence.
i-~7": :;>,
~henson
(),0h. '-; I'ck...i;{
Jq~E. Wilk, Witness
. ,lL-CL c~ .4. AL-I11Qfd.
Tracie A. Armold, Witness
SUbscribed, sworn to and acknowledged he fore me by ROBERT C.
STEPHENSON, the Testator, and subscribed to and sworn or affirmed
to before me by JOAN
"'l"dh
this Of"" day of
E. WILK and
j",ll~
TRACIE A. ARMOLD, witnesses,
, 1992.
~r)) ,(', ;: Y'r (
- "d\.L~ ;p.,'. . 'Cl,nCk..)
Notary Public
NOT ARrAL SEAL
MICHEllE L lANDIS. 110"'1' Public
Cdrll!.l~ 8.:;c. LtJ~bcd';I1J CCunly, Pa.
My Commi"jc" E.pi,es Aprrl 25, 1994
1I1'V.UOOU. jlQ41
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fOR OATIS Of OlAllt AnlR 12'31/91 CltlCK HlRl
If A SPOUSAL
POVlRTY CRlOn IS CLAIMlO I I
flU NUMBlR
I
OI('DINI'~ ,4A""1 11",\01 111;;i~",-;;riliii!f)ill'jili'Ail---
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
(OMMQUWI All.. OJ ""H~'t """HA
OI'AilIMltH Of Il(VIHIIl
Ul" 1ll0tllJI
_ ..!IAIlRIS~Y~G. 'A IIDI OtJ)I
21
COUNTy CODI
OIUtlltll\((Il,1,"IIAIJlJIII,,"
96
YIMf
1062
NUM8[ A
26 West IIigh street
Carlisle, PA 17013
II I--:<!=....-____
$52,755.75
121 __.________
(J I __ -0-
IAI_ -O-
f 5 I _ -0- _______
161___~_____
( 7 I __--=-~_=____ ...
191
$!L466.00____ .
-0-
_S.~gEhel}son,_Robert C. .. ... __ .__ 69 Sl,Jruce Circle
.ix'A' "'u"" flU.'" JDAH 01 fll",!tl JOA" 01 ".", NeWVIlle, PA 17241
119-14-9805. 12/17 /96 12/27/16 c."., CUmberland .
"'~';;:~~~~~~ ~9;;:;~~~;'~_;':~'''.'~''~=]~~~A~~;~~~~'''- ----t:u," 'liI "Ill '" ~"",,~~I:O;";-----=-==
KJ 1. Original Relurn r,] 2. Supplemental Return , ] J Remainder Return
(lot dotes 01 deolh ptior to 12.13.821
o 4. limited (Slot. [1 40. future Into",1 Compromise I J oS Federal Eslale TOk Return Required
liar dates of dealh after 12.12.821
KJ 6. Decedenl Died f""o'~ fJ 7 Decedent Mainloined a liying frust __.8 folol Number af Sof" D"POlil Bo..e,
IAnach copy of Will) IAllach copy of Tru't)
All. ORRESPONDENCE AND CONFIDENTIAL TAX.lNFORMATION SHO.ULD BE DIRECTED TO: " :.:.. If;, I "": ~
HAMI (OMPlfl( MArL"~G ADO~r\~
1101
(111
(12)
(lJ)
n ___J.l~I__
(151 ~51 , 289,J..?___
x. 0 =
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Albert H. Mils1and,_1>~ir:e..________.__
IlU'HON( tlUMIU
243-6222
(161
x 06 =
18 I .$5.1,7..?.hlS.._ ___ _
_ $J , <IJiQ.LQO___
_~5J., 289,}Snn.
-0-
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(18)
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1. Real Eslate (Schedule AI
2. Sloclls and Bondi (Schedule 81
3. Cla,ely Held SlacUPorlnership Inler"t (Schedule CI
.t. Mortgages and Nole' Receivable (Schedule 01
5. Cosh, Bank Deposih & MilCellaneou, Personal Property
IS,h.dul. EI
6. Jointly Owned Properly (Schedule F)
7. Transfers (Schedule G) (Schedule Ll
8. Tolal Gran Anel. (Iolallincs 1.7)
9 funeral E.penses, Adminillroliwe COI". MilCellaneouI
E.pensn (Schedule HJ
10. Debl', Mortgage liabilities, lienl (Schedulo II
11. T 0101 DeduClions (10101 lines 9 & 10)
12. Not Value of Estale (line 8 minus line 111
13. Charitable and Gayernmental Bequelts (Schedule JI
14. Net Value Sublect to To. -'li~~ !2 ~_i~ lineEL_
Spousal Tran.fer. Ifar doles of death after 6.30.94)
See lnlltuetion. for Ar,plicable Pcrc;cnlage on Reverie
Side. (Indude valut\ rom Schedulf! K or Schedule M.)
Amounl of line 1.4 to.llable at 6% fale
(Include values from Schedule K or Schedule M.J
Amaunl of line 14 lall.able 01 15% role
(Ihdudd ..::Iuu from S..~('d"le Yo C'. ~:l.!'d::!t' M J
Prin(ipoIIO. due (Add Itll. horn lin!., 15. 16 and 171
Credi" Spoulal POyefly Cr~di' Puor Pa)'monh
{l71 _
x 15 =
(l9)
1201
-0-
. '''---
-O~___
15.
16.
17.
z
0
;: 18
..
~ 19.
::0
~
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0
u
>< 20.
.
0-
21.
+ -'-----
Discount
Inlorosl
If line 18 is greoler !han line 19, enler the difference on line 21. This is the TAX DUE.
A. Enler the inleresl on the balance duo on line 21 A.
B. Enler the total of line 21 and 21A on line 218. Thi, is Ihe BALANCE DUE.
Mok. Check Pay obi. to: RegIster of Will., Agent
: ~,",' :., , ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Undor penalties of perjury, I declare Ihal I haye e.omincd this relurn, indudeng mcompanring schedulel nnd slalem~nls, and 10 Ihl! hetl 01 my ~nowledgtl and belief.
.1 is true, carrec;! and camplcre. I declare fhor 011 real ollale hal been repa'tell 01 hue marke' voluo. Dedoralion 01 prepare' other Ihan the personal reprelenlahvo is
based an 011 information 01 which preparer hen any knowledge
'~i;: ~Z!:~2t5j~O' ~~:: '~:~J=--L~';";. ~/1l-" -. (f t-~L~A{{,- Vii ~ --;~) I 7; ~~~ - OA~-1; ~/~; n..
~ 'OO""_A'''O'''I''''A'~'''''''A'''' A,".hg C,,- !lAI(- .
- ~~ :;2Q_9, H:; L .J'~d.Tur.k./~ /'/1 1/00 7f-Z:[/p
+
If line 19 is grealer Ihon line 10, enter the differenco on linl.l10. This is Ihe OVERPAYMENT.
aD
Ch~ck her\! if you ore requesting a refund of your overpayment.
(211
(21AI
12181
___.:o=~____._ ____
___ __':'l1=--___
-0-
~. ..- .....
Act #48 of 1994 provldol for tho roductlon of tho talC ratol Impolod on tho not valuo of transfors to or for
the use of the spouse. The rates 01 prolcrlbed by tho statuto will bo:
· 3% (.03) will be appllcablo for oltates of docodents dying on or after 7/1/94 and before 1/1/96
· 2% (.02) will be appllcablo for estates of docedonts dying on or after 1/1/96 and boforo 1/1/97
· 1% (.01) will be applicable for estatos of decedents dying on or after 111/97 and before 1/1/98
· Spoulol transfers occurring on or after 1/1/98 will be olCempt from Inheritance talC.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....)IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedenl make a Iransfer and:
a. reloin the use or income of Ihe property tronsferred, .......................................................
b. reloin the right 10 designote who sholl use Ihe property Ironsferred or ils income, ...............
c. retain a reversionory interesl; or ...................................................................................
d. receive Ihe promise for life of either payments, benefits or care? .......................................
2. IF deoth occurred on or beFore December 12, 1982, did decedent within Iwo years preceding
death Ironsfer property withoul receiving adequate consideration? If death occurred after
December 12, 1982, did decedenllransfer property wilhin one yeor of death without receiving
odequote consideration? ............. .......................................................... ............ ................
3. Did decedenl oWn an 'in Irust for' bank occount "t his or h..r 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.
t-:
.:~:. { ~~,
.'
x
x
x
x
x
X
X
", .(....UO](l.I.161
.e,i~
COMMONWEAl..t or 'INN~nYAtUA
INllunAUCl fA" lutUIIN
lIumlNt or~.IDftH
SCHEDULE B
STOCKS AND BONDS
J - 236
13 - 230
~,,~=~~--=--="O-'-=FILE-i:fi.iMBER
ESTAfE OF
Robert c. stephenson
21-96-1062
-
(All proplrty lolnlly.ownld wllh RighI of Survlvo"hlp mu,t bl dl,do..d on Schldull F.l
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF OEATH
I. prudential Securities - IRA account
$52,755.75
TOTAL (Also enter on line 2, Recapitulalion)
(I( more space is needed, insert additional shee's of same size.)
S 52 755.75
".
ilS they, in their Bole diBcretion, may deem wise, and to
execute and deliver deeds of conveyance or transfer thereof;
E. '1'0 make settlements and compromiseR on sllch
terms as they, in their sole discretion may deem wise
without the necessity of obtaining any court approval
thereof;
F. To make distri bution hereunder either in cash
or kind, as they, in their sole discretion may deem wise.
SIXTH
I do hereby nominate, constitute and appoint my wife,
CHRISTIE S. STEPHENSON, to act as Executrix, of this my Last will
and Testament.. Provided, hO\~ever, that if she is unwilling or
unable to act. as Executrix, I direct the duties of Executor be
performed by CHARLES K. STRPIIF:NSON. If he is unwi 11ing or unable
to act as Executor, J direct the duties of Executrix be performed
by ClIRI STm D. 5~'EPlmNSON.
SEVI':N1'H
J direct t.hat no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
duties in any jurisdiction.
SAIIlIS. Gl1l1JO
& MASLANIl
26 W. lIigh SIICCl
Carlisle, ItA
IN IH'l'NBSB WHEREOr.', ], ROBE'R~' C. STEPHENSON, have herellnto
set my hand and seal to this my Last Will and Testament,
consisting of four (4) typewritten pages, the first three (3) of
which bear IllY l1ignature in the margilt or identification, this
/
l.tt- I
day of Jv.,a , l~
Stephenson
/5-/5::.1 ~ 3
BUREAU OF INDIVIDUAL TAXES
...tEA1fAHCE UX DIVISION
OEpf. lI04Dt
HARAISIUAC. PA 111:a-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
*'
,"-n" II'" I,t.'"
ROBERT
C
NOTICE OF INNERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'-j
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifEV:i54TEif"iiFP-niipj7"f-iiOTicE--ci'f"YtiiiEiiiTAHCE-TAin-PPRAisEHENr-,--iiLLOwAHcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF STEPHENSON ROBERT C FILE NO. 21 96-1062 ACN 101 DATE 11-24-97
ALBERT H HAS LAND ESQ
26 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
11-24-97
STEPHENSON
12-17-96
21 96-1062
CUMBERLAND
101
Allount R...lttad
TAX RETURN WAS. (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estat. (Schedule A)
2. stocks end Bonds (Schedule B)
3. Closely Hald stock/p.~tn.rshlp tnt.r.st (Schedule C)
4. Hortg.gal/Not.. Racaivable (Schedule D)
s. C.sh/Bank Deposits/Hlsc. Parlonal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfars (Schedule G)
8. Total .I.at.
I CHANGED
III
(21
(31
(41
(51
161
(71
.00
52.755.75
.00
.00
.00
.00
.00
181
(91
1101
1,466.00
.00
1111
1121
1131
1141
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expans../Ad... Costs/Hlsc. Expanse. (Schedule H)
10. Dabts/Hortgage Liabiliti.s/Llans (Schedule Il
11. Total D.duction.
12. Het Value of Te. Return
13. Charitable/Governmental Beque.t.; Hon~el.cted 9113 Trusts
14. Het Value of e.tat. Subj.ct to Ta.
(Schedule JI
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17
reflect figures that include the total of ALL returns assessed to
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rata (15)
16. Amount of Line 14 ta.able at LIn.al/Class A rate (1&)
17. Amount of Line 14 taxable .t Collateral/Class B rate (17)
18. Principal TaM Due
NOTE:
51,289.75 x, 00=
.00 X .06=
.00 X .15=
1181
TAX CREDITS:
PAYMENT
DATE
RECEIPT
HUM8ER
DISCOUNT (+1
INTEREST/PEN PAID (-I
AMOUNT PAlO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTE: To insure proper
credit to your account,
submit tha upper portion
of this for. with your
taM pay.ent.
52.755.75
1.466 no
51.289.75
.00
51.289.75
and 18 will
date.
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOIT" (CRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
RESERYATIONI E.t.t.. of d.cedent. d~lng on or b.for. O.c.eb.r 12, 1982 -- I' any future Int.r..t In t~ ..t.t. I. transf.rr.d
In po.....lon or enJoYBent to Cl.., . (coll.t.r.l) b~flcl.rle. 0' the dec.dent eft.r t~ ..plr.tlon 0' any ..t.t. for
Ilf. or for y.er., the Co-.anwe.lth her.by ..pr...ly r...rv.. the right to .ppr.I.. and ...... tran.f.r Inherltanc. T....
.t the lewful Cl... . (coll.t.r.l) r.t. on any .uch future Int.r..t.
PUIlPOSE OF
NOTICE I
To fulfill the r.qulre..nt. of S.ctlon 21"0 of the Inh.rltanc. and E.t.t. Tax Act, Act Z1 of 1995. (72 P.S.
Section 9140).
PA\1IEHTI
O.tach the top portion of thl. Notlc. and .ub.lt with your p'Y..nt to the Regl.ter of Will. printed on the r.v.r.. .Id..
--".h ~ck or lIon8y order p.yabl. tal REGISTER OF HILLS, AGENT
REFlIID (CA) I
A r.fund of . tax credit, which w.. not reque.t.d on the T.x R.turn, ..y be r.que.ted by coapl.tlng en ~Appllc.tlon
for RafWMS of P"""Ylvanl. Inherltanc. and E.teta Tax~ (REY-UU). Appllc.Uon. ere .vallabl. .t the Office
of the Regllter of Willi, any of tha 23 Aavenu. District Olllc.., or by c.lllng the 'Plclal 24-hour
an.werlna ..rvlc. nuabar. for for.. ordering I In P.nn'Ylvanl. 1-800-362-2050, out, Ida Penn,Ylvenle and
wIthin loc'l H.rrl.burg .r.. (717) 787-8094, TOOl (717) 772-2252 (Ha.rlng lapalr.d Only).
O.JECTIONS~
Any p.rty In Int.,...t not ..tI.fI.d ..lth the app,..I....nt, .110wane. or dheUowanc. of d.ductlon., or ........nt
of tax (Including dl,count or Int.r..t) a. .~ on thl. Notlca au.t obJ.ct ..I thin Ilxty (60) day. of r.c.lpt of
this Notice bYI
AD"IN
ISTAATlYE
CORRECTIONSf
....rltten prot..t to the PA O.part.ant of Aav.nu., lo.rd of App.ah, D.pt. 281021, Harrhburll, PA 17128-1021, OR
--.lactlon to h.v. the .attar datar.ln.d at audit of the account of the parsonal r.pra..nt.tlva, OR
.-app.al to the Orphan." Court.
Factu.l .rrors dlscov.r.d on thl, ........"t should be eddr...1Id In .,rltlna to: PA D,p.rt..,.t of RevWtUII,
Buraau of Individual Tax.., ATTHI Po.t A......ent Aavlaw unit, Dapt. 280601, Harrl.burg, Pi 17128-0601
Phone (717) 787-6505. Sa. plltge 5 of tha booklet "In.tructlon. for Inherlhnca T8x Raturn for a Ra.ldant
Decedent" (REY-lS01) for an .xplanatlon of ad.lnl.tratlv.ly correctable .rror..
DISCOUNTI
If any tax due It paid within three (3) calend.r aonth. after the deced."t". d..th, a five p.rcent CS%) dl,cCKI"It of
the t.x paid I. .Ilowad.
PENAL TVI
The 15% tax .."..ty non-p.rtlclp.tlon panalty I. coaputad on the tot'l of the tax and Int.r..t ......ed, and not
paid before January II, 1996, tha fIrst d.y .ft.r the and of the tax aan..ly p.rlod. This non-participation
p.n.Uy Is IPP..labl. in tha .... .annar and In the the .... tI.a period .. YOU would 89II.al the tax end Intarnt
that h.. been .......d .. Indlc.t.d on thl. notice.
INTERESTs
Intara.t I. ch.rged baglnnlng with flr.t day of delinquency, or nln. (9) .onlh. end ona (1) day fro. the data of
da.th, to the d.t. of p.yeant. T.... which baca.e dellnqu.nt b.for. Janu.ry I, 1982 ba.r Int.r..t at the rat. of
.Ix (6%) parcant per annua calculat.d .t . dally r.t. of .000164. All t.xa. which bac... d.llnquent on and .ftar
January I, 198Z .,111 baar Internt at a rat. which ..Ill v.ry 'roe c'landar Yllr to calendar Yllr .,lth that rata
announced by the PA aepert..nt of A.venue. Th. apPllcabl. Int.rnt rata. for 1982 through 1997 .re:
!!!! Int.r..t Rata Dally Int.,.nt Factor !!!.r Inter..t Rata Dally Inhrnt Factor
1982 ZU .000541 1987 OX .0002"7
1983 I'~ .000"38 1988~1991 II~ .000301
198,. II~ .000301 1992 .~ .000247
1985 13% .000556 1993-1994 n .000192
1986 10% .000274 1995-1997 .~ .0002"7
--tntarnt I. c.lcul.t.d a. followlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any Notice luued .ft.r the tax b.co... d.lInquent ..111 reflact an Int.ra.t calculation to flftaen 115) day.
b.yond tha d.t. of the .......ant. If pav.ant I. ..d. .ft.r the Int.r..t coaputatlon date shown on the
Notlc., Iddltlonal Int.r..t ~.t ba calcul.t.d.
STATUS REPORT UNDER RULE 6.12
, ,
Name of Decedent: ,( ,I IJ".. { l.
Date of Death: I,J Ii? Iii,;,
, ,
Will No. ,J I - 'II.. I lJ 1I ,"J
f. r .,/, ,",. "
,
Admin. No.
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 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 personal representative 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 state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvat~ of formal or informal accounts may be filed with the
Cerk of.the Orphans' Court and may be attached to this report.
'_)Ci
aOr7/!/h.. -C?)
Signature
A/ 1,,', L II ~/t1 J /"",.1
Name (Please type or print)
Date: !I /1'1 / <j 7
, ,
, ,) (., ~"')
Address
t~. } h JL
CAr 1,',lr
(117) ,:)'/J'{;'~:::J.:l
Tel. No.
Capacity:
Personal Representative
V Counsel for personal
representative
(MAH: rmf! AM3)