HomeMy WebLinkAbout97-00064
PETITION Hm IJROnATE and (;RANT OF' U~TTl<~RS
Estate of __tl~.AX~+I:^lIl'LNI';.. ../Ly/ No, .J.L-1CJqI-::I1~H.__._
also known Q.I' -/d."-blc-'( /' /.>11 , To:
.__~~__.___.._.,." ". , Register of Wills fOlthe
. _ ,....._..,...~ Decea.ied, County of .<f;i..i'.f/3ii.U&:.J.2_ In the
Social Security No. .L1.:J__'ii:"'L_-.2, Cl_j.___ Commonwealth of Pennsylvania
The petition of the undelsigned respeotfully rcpresellls that:
Your petitioner(s), who is/lire 18 years of ago 01' older an the exeoutc...I\..__ named,
in tho last will of the ubove deoedent, duted _ t1--11'1 ~' iU......._~_. _.,19JL.1.
and codiell(s) dUled _..,_,__~_.___._____..~~.__~__..______
--'--"---'~~-~-~-'-~~~'---'~.~-~-"~~~--~---
(statr. relevant clrcllmsfllnccs, e.g, renunciation, death of C.I(CCUIllf, CIC,)
Oecendent was domiciled lit dealh in Cl-' NI5t!iL" A-'~,___ Connty, Pennsylvania, with
~ last famllr or principal resldeuee at...J./..{L JI....(/v -IJIL.-, 11(7 '{
U\1'VlP In!..L 13[o~L,~lli,H_.._______,. c.'IOtf 11'1.L..LT..i!A-. 17" 1/
(lis! ~lr{'el, number and muncipallty)
,C'2 .,' ;])$ qfll (,-t_
Oeeendent, then _..tl.__,~_... yeurs 01 age, died . J1L,...-/..... ~__' 19__Ll:.:..,
at ik. I Y SII~ll Nc>S.tLlfLS,...... ~../It.i...L-.{.tiLi):../~h~ .'
Except as follows, deoedent did lot murry, WIIS not divorced uud did not have n e ild born or adopted
after execution of the will offered for probate; WIIS nOI the victim of a killing lIlId WIIS never adjudicated
incompelelll: __i!,lJL~~__._...,______.._.__,__~_____
Pecendent at death o,,"ned property with estimuled valucs as follows:
(If domiciled in Pn,) All personul property
(If not domiciled in Pu.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in pcnn,!~ania
situated as follows: ,.........&'... ,__,____.
$.~'OO_
$
$-~---
$
WHEREFORE, petitioner(s) respectfully
pfPsented herewith and lhe grant of leI tel's
theron.
request(s) the probate of the last will and codlcll(s)
(- A1~\/'
(It':stamentarYjJa'ctmi~lstralion c,l.a.; administration d,b.n.c.t,a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 88
COU NTY 01<' ____...c.l1M.B.E.R.L1\.Nll...._...__..__
The petitioner(s) ahove.named swear(,) or affinn(s) that Ihe statements in the foregoing petilion arc
true und oorreot to the best of the kilOwledgo und hclid' of petitioner(s) and Ihat as personal represen.
talive(s) of the above deoedellt p"litioner(s) will well and)f)IY administer the cstllle aQ,g to law.
SW0ll110 or ufflllll~d .and subsmbed r (~/;:..L bJJtJ.'~,::J.._.L_ . _ ~
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MA~Y c. L.EWJ S R glstc' t ---.---.----.------.... 2
15-/5.5 1"1 ~. ((
No. ~j99,J,.:..D~.-
Estate of --11A.BY l"l\ULINE nSIi e./k/e. MOI,LY FrSIi, f)eceased
DECREE OF PROBATE ANI) (;RANT 01<' LETTERS
D NO JANUARY 23 97
AN W ____,_____..,____,_..__,_.._._____ 19.._...__..., in conslderallon of the petition on
the reverse side hereof, sailsfaclory proof having heen presented before me,
IT IS DECREED lhatlhc Instrument(s) dated_...t11\'L26,.....l.2.~~.,_,_________
described therein be admitted to probatc I\Qd/lled of recoJd.n tM last will of
MARY PAULINE FISH B/K B MOLLY FISH
and Letters 'rES'fAMllli.TARY__..___
are hereby granted to ROBER'f WARREN FISH
~PlA\)Jm.~J'
MARY c. LEWtS R.,I'I.rofWIII, V I~
FEES
Probate, Letters, Etc, "','"" $ 50-,-00
ShorICerllficates(6) ,.,..",., $ 18.00
","DllaeB 12.00
Kenurrommn ,"'"'' ".1 C'P" $ -s-; 0 0
$---
TOTAL ,_ $_~OO
Flied ,.", ilAl;,l!P,.RY, .V".,~ 9,9.7,..".,
ATTORNEY (Sop. Ct. 1.0. No.)
ADDRESS
PHONE
LETTERS AND ORDSR PICKED UP BY EXECUTOR
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If my granddaughter, KELLY ANN CARMANY, does not
BO Burvive me, I give my entlre set of French
Limoges HavUand chlna, enumerated above as (1),
and my yellow gold diamond solitaire ring, enumera-
ted above as (4), to my oldest living granddaught~r
and direct that that of my personal property
enumerated above fS (2), (3) and (5) be added to
my personal and household effects to be distributed
according to the THIRD article of my will,
In the event that my said granddaughter Is living
and under the age of twenty-one (21) at the time
of my death, I direct that her mother, SALLY ANN
WOLFE, shall be empowered to retain the heretofore
enumerated personal property until my granddaughter,
KELLY ANN CARMANY, shall attain the age of twenty-
one (21),
D, I give my framed Japanese watercolor picture of
bamboo to my sister, MARGARET ELIZABETH FAUST,
if she is living at the time of my death; if she
does not so survive me, I direct that said picture
be added to my personal and household effects to
be distributed according to the THIRD article of
my will,
E. I give my entire set of china, the decoration of
which represents the twelve months of the year,
consisting of a service for twelve including plates,
cups and saucers to my sister, LAVINA JEAN MAILEY,
if she is living at the time of my death; if she
does not BO survive me, I direct that said china
be added to my personal and household effects to
be distributed according to the THIRD article of
my will.
F. I give my seven piece antique dresser set including
covered, footed dishes which is handpainted with
the initial "c" and which was given to me by my
grandmothE,r's cousin, Claire Culton, to my sister,
CARROLL JANE HUGHEY, if she is living at the time
of my death; if she does not so survive me, I
direct that such dresser set be added to my personal
and household effects to be distributed accordin~
to the THIRD article of my will,
THIRD: Personal and Household Effects: All of my remaining
tangible personal property of every name ane nature, I give
to my Bon, ROBERT WARREN FISH, my daughter, SALLY ANN WOLFE,
-2-
and those of my grandchildren living at the time of my death.
The selection of said personal property is to be in order
of seniority, I direct that to whomever should choose my
set of Noratake china under this article, I give also my
entire se,t of Thai bronze. flatw,are, My executor may, without
further responsibility, distribute property passing to a
minor under this artIcle to the minor or to any person to
hold for the minor, The deci,sion of my executor as to what
part of my estate shall be governed by the provisions of this
article and all acti,ons taken by him with re,spect to making
distribution here'Llnder shall be final. and binding upon all
persons if arrived at i.n good faith,
FOURTH: Residuary Estate: I give the residue of my estate,
real and personal: .
A, To my son, ROBERT WARREN FISH, and my daughter,
SALLY ANN WOLFE, in equal shares; or if neither
my son nor daughter is living at the time of my
death,
B, To my grandchildren who shall be then living in
equal shares, per capita.
FIFTH: Protective Provision: No interest in income or
principal shall be assignable by, or availabl.e to anyone
having a claim against, a beneficiary before actual payment
to the beneficiary,
SIXTH: Death Taxes: All. federal, state and other death
taxes payable because of my death on the property forming
my gross estate for tax purposes shall be paid out of the
principal of my probate estate just as if they were my debts,
and none of those taxer shall be charged against any beneficiary,
SEVENTH: llanagement Provisions: I authorize my executor:
A. To retain and to i.nvest in all forms of real and
personal property, regardless of any limi,tations
imposed by law on investments by executors;
B, To compromise claims and to abandon property which,
in my executor's opinion, is of little or no value;
C. To sell at public or private sale, to exchange or
to lease for any period of time, any real or personal
property, and to give options for sales or leases;
D. To join in any merger, reorgsnization, voting-trust
plan or other concerted action of security holders,
and to delegate discretionary duties with respect
thereto;
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rOA D~T1S OF DIAfH AnlA 1213U91 CHICK HIR
INHERITANCE TAX RETURN ~o~::g.U~:~Dlf 15 CLAIMID [ I
RESIDENT DECEDENT PILI NUMIIA
(TO BE FILED IN DUPLICATE / I
WITH REGISTER OF WILLS)
In1
(pit
COllN1V CODE, . . YEAR NUMBr
- f)fTLiiTN'i::;(i.:IMffii1-~~-~.~~--~~-.._.m"_'_''''':''''''''''--=':'_n-
1/ G' I'IA Y OR, /1'1
('/11<1/) HilL ,P;.I (101/
COMMONW[1.llH Of PW~~~YlV^NI^
Ofl'ARTMFNT Of RfVENUf
DfP\ 290~ol
HARklSBUR'l, PA 111200601
'0 ,'CI N,:.'~iThi'ilA~l:- 'IR$r':ANU'M!5Ftt IN;;(AII ~~...;-~;;.--_:.:.-,,_.; ..-------'---.. ...--,- -~-_.
I;,US.tL-P-JAKY U]" _ I
! 'r],,;'C~"~~M"'2 _G'l L o;~:' O,;~"; 'I Y" ';~;" ':i';' I Y 1'/
"H_ :":~"I,"OV"':"'..O"" \ "'" "":" '~"""'''' """'" 1'0<1" Ifeu"" "".m
()(j 1. Orlglnol Return [') 2. SUpplftrTlof1lol Rfllurn
[] 11, limited EllalfJ [--1 40. Future Inleri51 Compromise
, Ifo, doles 0 d.oln olte, 12.12.B21
~ 6 Decedent Died Teslatll L'J 7. Decedent MaIntained 0 Living Trust
IAllocn copy 0' Willi IAllocn copy of f,ulfl
ALL CORIUSPONDINCE AND CONfiDENTIAL lAX-INfORMATION SHOULD. BI PIREClIPTOi", .~~.c-..2.____~_:,._.,.
NAME - ---.. COMPlETE MAiliNG "OORm-
_E.f2..BU.L.../i,I.F1StL "_n""_'" 114~l. /foLLow TIHI{50E'f/{ CT
""'"0N'.NUM'" /Z.,E.'J rON VA 2.0 I
"L 70 :::4=1,'1 L,_~JgJ".3~l",c,,,======='==_=_~"=',~,,,,,=~~_=,__~ '=,===""',== . ...., ..
{ ~. I "1
1. Reol Estate IS,n.dule AI ( 1 I. ,....... _..___,..........._....1:. ' " . ..
2, Stock. and Bond. IScnedule 81 ( 2 I _ .u_.._............._..__.__
3, ClolOly Held S'ocklPorlnerskip Int.,OI' (Scn.dul. CJ 131 _.,___..___..__
4. Morlgoges and Nolos Receivable (Schedule D) { .4 , ..m.___..___._____~_."._
5, Ca.n, Bonk D.po.11s & Mlsc.llan.ovs P...onal Property (5 I __......._.'J~5:J."-.3Q,-..-..
IScnedvle EI
6, Jointly Owned P'operly IScn.dule F)
7, T,an,'e.. IS,n.dvl. G)IScn.dvle l)
e. Tolal Grall Anell Itolal lines 1.71
q. Funeral fl<penles, Administrative Cosls, Miscellaneous
Ekpen... IScn.dule H)
10, D.bls, Mo"gog. lIabillllOl, li.n. (Scn.dvl. II
11. TOlol Deducllonl (tolalllnel 9 & 10)
12. Nel Value of Estate (line 8 minu~ lIno 111
13. Charilable and Governmental Bequesh (Schedule J)
1.4. Net Value Sublect 10 Tax (Une 12 mlnulllne 131
15, Spoulol Tron51ers (for dales of death after 6.30.9.41
Su InstructIons lor Ar,pllcoble Percentage on Reverse
Side. (Include yoluel rom Schedule K or Schedule M.l
16, Amount of llne 14 laxoble 01 6% rote
(Include value5 from Schedule K or Schedule M,)
17. Amount of Line 14 loxuble 01 15% role
{Include valv"5 from Schedule K or Schedule M.l
18; Prlncipal tox due (Add tClll; from line, 15, 16 and 17.)
19. Credits Spov~ol Poverty Creclil Prior Poymenl5
""'f (' i'ffI3EKulND_.
"MO\JNT R.{WV~D (~tf INSTRuctlONSI
- _"_ ___.._.___..._.__... ._._n'
i] 3,
[] 5,
Remulnder Relllrn
Ifor datlS of death prior 10 12.13.87
Federal Eltalo Tax Relurn Required
~ 8. Tolal Number of Safe D€\posil Boxes
,
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5
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(61....._,_
171 ..
, ,
'~, ~ 3St:; .30
18112L.-!_~.,._...
( 9 I __....1.?...2. 2. , '3 2....
(1DI..~,._...
1111 ~.,-:LC.
1121 _5.-7_3J...'1.lf...._
1131 _..._.___..._m_
1141 __S,7..3.L3. '?_
(15) ,______.
(16)_.~':,)_r;U--,_ts,_ ~
___X,_._
,06 m
^1Lf 2. , n....
.~_~_.__l...L.L_.____ "_.,,.__.________
.......___m__~L,r(). .
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(17) .._....m..36_.L,gO n__.." ,15 m
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(18)
DI,counl
Intere5t
+.
1191
1201
"
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...
20. If Line 19 Is greCller thon Line 18, enler Ihe differencfJ on linfl 20, This Is the OVERPAYMENT,
II[]
m3-'i'J:_,f, Z,
ChNk here If you cuo requestlog (1 refund of your overpayment.
21. If line 18 il greoler than line IQ, enter thfl cliflere,.,cu on line 21 This is tho TAX DUE. (21)
A, Enter the intoresl on the balance due on line 21 A. {21AJ
B, Enter Ihe lotnl of line 21 ond 21A on Une 2 HI. Thi$ is Iho BALANCE DUE. (218)
___.._~_~~~.!.~~.~~~ ~l!.~~~_~!__t~_:__~~~I_,!~!!__~f ~~I_I_I_,_~~!_n_t _ __~.__,_._~_~...~__._
=----. - )>'~-BESliiiE ~..~-NSYli!~.~Ii-QU~!I().~.s~~N REVERSE SIDE ANI! TO RECHECK MATI!..,_~:.:s<__'H_'_"_
Under penaltiel of perjury, I cJttclore thol I have exomlned this return, including accompanying schedulel and Ilolemenh, and to Ihe besl 01 my knowledge and beliflf
it is true, r.orrecl and complete. I doclore Ihat nil ronl f1Slclte h05 bl:lOn roportod ClI IrUll market yalue. DftdOl'olion of preparer other IhClll tht! per~onol represontarive I
~~~ed on ~~!.O!~al;~11 of which prepo'.or_hal (J_ny knowladg{l, _ __ _ _ . "n n_ _ _ _ n_ __._ _n' ,,_on
~::.;;:;:: :'::: ~~~:~r;~i~:::';:;:lT,~:" U'1%~::!I~LWUliJMi~' CJ', R [$"IONr ~,-;'(Qj ~~ ., l~;'L~l~} ..,
~'jV'2,:c.?....
""""" 1"'1 ~ SCHEDULE H
~ FUNERAl. EXPENSES,
WMMONW,^lII' 0' PWN$Y<V^,"^ ADMINISTRATIVE COSTS AND
IN~.I~:L~~f{,)'tc',~W:'N MISCELLANEOUS EXPENSES. .,.._ ... ...PI~a..!rln,-..r"~Y.e.e_
mAi;O~ &Y JI E/ $II-~-~-~-~.""-"--'- --J:N~:8E~m__. ___........." n...""
ITEM
NUMBER
A,
DESCRIPTION
AMOUNT
Funeral bpen.e"
1.
CI((:.Il.lltTION SOCieTY of' (1jj,) C.f,I'HIiT/6fJIIWDMI.Hdf.U/..SMw
~-Cl<.1. ()(J
B, Admlnl.tratlve Ca.'.,
1.
P.rlonol R.prelenloliv. Commllllonl
Social Security Numb.r of P.rlonol Reprelentotlvel
Y.o, Commllllon. paid ,..
2. Attorn.y Feel
3, Family Exemption
Claimant __,"_'___ Relallonlhlp
Add,e.. of Claimant at d.ced.nt', d.ath
St,..t Add,... ______"
City_____..,..._____.._______Stat. ____._ Zip Code
4.
C,
1.
2.
3.
4,
5,
6.
7.
8.
Probate F..I
MI.cellaneou. bpen.e"
AfAKlkflJ1 Tf.I<.Mf}.)AT/c,!J iU.;JT
LETiERS 7fS7AH6;/7AKY/ X /'/JGE>, SHoRr- ('~f(Tif/c'tJTt::.5", ,67[',
(-(IVAI- VIII. In f31L1-5/ TV c~O([, I [/l!dNE. I fLCt:.T6/Ct'ry'
(j(r"rsTIJ",I)/N(.. f31L.!..- J+fCHT'5
rEDERAL fNCOM~ 1,4.)(- 19%
50VDEI( F{.:.P,'+Nc'plf1/3 TI! X' 1;:r:..()J.!</t7/t9/
1~?IIY.{{)ICAJ{E. f)EOIJCT/l8LE: cU/.(J.{WG5 /lSSoC/AT/;:'$
JAM'- ~Hr'8ELL. sa,/)fCE.S -AfWJl1f,oT Ct.!J,4IJI;..x; A}J(J CLo:;U;:U3
1290.00
~.f,()()
'2..S-S' 33
19 . ~~
LC,I.j, cJo
3S'.00
I 00 / 60
lolO(lO
TOTAL IAlso .nler on lin. 9, R.capitulation) S 3 G 2. Z. . .3 L_
(If more .poce I. needed, In.ert addltlonol.he.t. ol.ome .110,)
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
. /; (.- 'I
I,ll - .) '--' "'Ii
IUftEAU OF INDIVIDUAL TA~ES
INUERJTANCE TAlI DIVISION
DEP1. ZIObOl
.~i\RRlS8URG, PA 17128-0601
,
C.~
NOTICE OF INIIEftlTANCE TA~
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSH~Nl OF TA~
10-13-97
FISH
01'09-97
21 97-0064
CUMBERLAND
101
~,_ -~~~!!!!.~d J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
REv: isW- ~jf- Ai: p -i iij-: 9'7"i - Norier-oF- -iNHER if ANC E - TAX - 'APPR'A- i BEMENT"; -A i:. UiWAifcE -oR -- -.. - -.- - - - -.. --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY P FILE NO.21 97-0064 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ADN
ROB~RT W FISH
11442 HOLLOW TIMBER CT
RESTON VA 20194
ESTATE OF FISH
TAX RETURN WAS I 1 X) ACCEPTED AS fILED
RESERVATION CONCER"ING FUTURE INTEREST - SEE REVERSE
- -
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l, R..l ht.t. (Schedul. A)
2. Stock. and Bond. (SClhllldlllll B)
5. Clo..ly H.ld Stock/P.rtnaf'shlp Int.r..t (Schedule C)
4 Hvrtgag../Not.. Racalvnbla (S~h.dul. DJ
L. C.sh/Dank Oapollts/Mlsr.. ~.rcon.l Prop.rty (Schedule EJ
6. Jointly Owned P,'oparb (Schedule f)
7. Transfer. (S~h.dul. Gl
.. Tobl AIsat.
APPROVED DEDUOTIONS AND EXEMPTIONSI
9. Funeral Exp.n..&/Ad~, COlt./Hlle. EXPln... (Schedule H)
10. DMbtl/Hortgag. Liabiliti../liena (Schedule I)
11. Total Deduction.
12. H.t Value of Tax Retur"
15. Charitabla/Gbvarn..nt.l Oequ..te (Sch.dule J)
14. Nat Value of Emt.t. Subject to Tax
I CIIANGED
III
12)
(51
(41_
(Sl.
161
17l
,00
,00
,!l.9..
,00
9,354.30
......2JL
,O.n..
181
*'
I(y.a., n IH clH,.
MARY
p
191
110)
3,622,32
,00
Ill)
(12)
(15)
114)
DATI
10-13-97
NOTE I To in.ur. prope,..
c,...dl t to your" aCGount J
lubaU the upper portiDn
of thil for. with your
tI)( pay...nt.
9,354,30
3.~".3~
5,731,98
,00
5,731,98
If an a......m.I't wa. i..u.d praviou.ly, lin.. 14, 15 and/or 16, 17 and 18 will
rafl.ct figur'.. that includ. the total of ill r.turn. .......d to dat..
ASSESSMENT OF TAX:
1&. AMount of line 14 at Spou..l rat. (IS)
16. A.ount of lin. 14 taxable at Lin.al/Cla'l A rat. (l~)
11. A.ount of line 14 taxable .t Collat.raI/CI... R rat. (17)
16. Prlnolpa1 Tax Du.
NOTE:
TAX CREDITS:
.----,
PAYHENT
DATE
07-01-97
RECEIPT
NIIHIER
AA2114'83
DISCOUNT (+)
INTEREST/PEN PAID 1-)
,00
INTEREST IS CHARGED THROUGH 10-28-97
AT THE RATES APPlICAB~E AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
. If PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
,00 X ,00.
5,701,98 ~ ,06.
30,00 ~,15.
1111
AHOUNT PAID
34'2,62
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,00
342,12
4,50
346,62
342,62
4,00
,02
4,02
If TOTAL DUE IS LESS THAN t1, NO ~AYHENT IS REQUIRED,
If TOTAL DUE IS ftEfLECTED AS A "CREan" CCRI. YDU HAY IE DUE
A RefUND, SEE REVERSE SIDE Of THIS FDRH FOR INSTRUCTIONS,)
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,
RESERVATION, E.tltl' of d.a~t. d~in. on or blfor. o.ca~r 12, 19.2 .~ if an~ futur. Int.r..t In th, ..t.t. J. tren.f,rrld
In po'....lon or tnjo~-.nt to Cia.. . (oa1letar.l) bantflnlaril' of the d~a.dtnt ,ftlr the expiretlon of '"~ ..tat. for
llf. or for ~eer., the Co.aonw..lth h.rtb~ Ixprl..ty r...rv., th. right to epprll.. and ...... tran,f.r I~rlt~. Tlx"
tt th4t lawful CII.. . (aoUat.rtl) rltt on an~ .Ut" future Inttrut.
_SE Of
NOTICE,
PAVMENT I
REFUND (eA) I
OBJECTIONSr
AutUN
ISTAATlve
CORRECTIONS,
DISCOUNT I
PENAL TV I
INTEREST I
To fuHI11 the rtqulr...nh Clf SlOtlon 2140 of tn. Inhlrltancl and E,tltte Tll( Act, Act 21 of 1995. en P.S,
Stutlon 9140).
Bltloh thtl top portion of thh HoUnl and .lub,Jt ~lth your pIYltnt to the R.ghter of Wllh prlnt.d on tht rlv.r.. IldI.
MMHak. o~k or eonlY ord.r p....,.,.l. tOI REGISTER OF MILLS, ADENT
A r.fund of a tlM or.dlt, whJ~h WI' not roqu.,tld on the T~x n.turn, .IY bl rlqu.,tld b~ aoeplltlng an "AppllaatJon
for Rlfund of PlnntYlvftnle Inhlrltaoa. and Eltat, TaM" (REV-1313). Appllcltlon, .rl aVIII,bI1 .t the OffiCI
of thl R.ght.r of W11lt, any of .th. 21 R,vlnul DhtrJct Offic.., or by 01111nt the 'Plal.1 24-hour
enlw.rlng "I.vla. nulltl.,.. flJr for.. ord.rlngl In P.nn.vlvanl" 1-800-362-205tl, nuhld. P'M,Ylvanla IInd
within lo(!.al Hlltrltburg ar.. (711) 787-8094, TDtll (11) 772-225?' (H..rlng IlIpalt.d Otlly).
An~ party In Int.r..t not ..tl,fled with the apprlllult.nt, allow.vtO. or dh.llowltnO. of deduction., or .....~Mnt
of tax (lncludJng dhcount ur Int.rut) .. .ho~1O on thh Notlo. .uet obj.ot within .JMt~ (60) dlY' of reollpt of
thh Notlel bYI
-~wrlttln prot..t to the PA Dep.rtlll.nt of Rluenu., ftoord of Appul., Dlpt, 281021, Hertltburg, PA 17121"1OP.l, OR
"MII.otlon to have the ..thr dthr.lned .t .udlt of thl 80ClOun't of thll por.on.1 rapr..."tatlv., OR
--epptll to tha Drphiln,' Court.
FlCltu.l otrorl dl.oovar.d on thl. ....'...nt should bl eddr....d In wtltlng tOl PA Dlpart'lnt 0+ R.venue,
But...., of Jndlvldull hMII, AnNr Po.t h......'rt Alvlllw Unit, DIPt. 280601, Hlrthburg, PA 11121-060J
Phone (717) 787-6S05. SI' pug. 5 of th. bookl.t flln.tructJonG for Inhlrltanc. T'M R.turn for II R.,Jdont
P.c_dent" (REV-ISOI) for .n 'Kpl.natlon of IIc.lnJ.tratJvcl~ corraCltlbl. 'tror.,
If IlIny teM dull 11 P'ltJd within thr.. (3) o.hndar 1II0nth" afhr the daoOlldent'. d'lIth, II flv. p'ra."t (5iO dhGount Df
thl tax plld I. alJowed.
Th. 15X taM ~.ty non-partlcJpatlen penllty I. COMpUted on thl total of thl tlX end Jnt.ra,t a"I.,ad, end not
p.ld befot. JMUlr~ 11, 1996, tht flrlt d.~ aft.t th. INld of tha bM ......ty p.rIDd, Tht. non-particIpation
p.nalty It app..llbh In thfl 1IM1' IIanner and In thl thti .11II. tl.1 pit IDd II' Y.1U would appeal thti taM IInd Int.r..t
tNlt hll bltn ....UM at Inc:llollt.d on thll notlOll.
lnt.r.,t I. oh.rged btglMlrlSI with flr.t d.~ of dIIl1~'KlY, or nln- (9) IMlnthll W\d one (1) day frM tht dat. of
..th, to thtl d.tt of ,.IYlMnt. T'M" which bfll.. d.lInquent blfora JenulU'y I, 1912 lJ"r I,.tlr"t at the rat. of
,1M (6X) parcent ,.r annut o.lculated at a d.lly rlt. of .000164. All t.Ke. whioh bee... delinquent on and aft.r
Janulry 1, 191!12 NI11 bear Int.r..t at II r.te which NHI vary fro. nl.nd.r v..r to olll.ndlr y..r with tha~ rat.
IInImunold by the flA O.p.rt....lt of R./l...nua. Tt'II Ippllcablfl Int.ra.t rat.. for n82 through 1997 aral
\:!J!! t!l!!,rut Ret. Dally Int.r..t raotol' ~ !.tl!!!..!.~..!....!i!.!.! !!!.lll..!!lt.rllt factor
1982 ZOX .0001jtt8 1987 CJ;( .000247
1915 16;( .0004311 1988'1991 11:< .000101
1914 llX .01l0301 1992 9X .000247
1915 Ui( .0ft0356 1993-1994 7X .nOO191
1916. lOX .000274 1995.1997 9X .000247
--lnt.r,"t It Cllloul.tod .. follow'l
INTEREST . BALANCE OF TAX UNPAID X HUHBER OF DAYS DELINQUENT X DAILY IHTERElT FACTOR
~.An1 Noti~. hluR aftar the t'M blOOlltI dtllfl(tVent will "HIDt an Intar..t calculation to flU..... UI) ..~.
beyond thel d.t. of the ........,t. If p......"t II ... aft.r the Int.r..t cOIIputatlan dati Mown on tM
Notlc.,' Itddltlenlll Int"aU lN,t be oalculated.
"
/.5 / .s :;; " 1'1
COMMONWEALTH OF PENNSYLVAtlIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(>
*'
BUNEAU OF 1~IVIDUAL TAMES
INHEA!TANCE TAM DIVl510H
DEPT. Z.Q601
HARRISBURG, Pl 1'1121-0601
UY-UII.. A" UI.m
ROBERT W FISH
11442 HOLLOW TIMBER CT
RESTON VA 20194
DATE
!STAn OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-10-97
FISH MARY
01-09-97
21 97-0064
CUMBERLAND
101
A.~t Re.itted~
r
,
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To inlur. prop.,.. credit to ~OU,.. .ccount, lub.it 1h. upp.r por.Hon of th,Se for. with your .h)( p.y....nt.
CUT ALONG TtIIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
REV: ifili'f -iX" AFji-i 03:97"-- --.oo - iiilii -itiHERI "fANc'EnTAif- ST jff EitE"NT - 'OF -i.i:COUN"f- - iili Ii - --- - - - no no - - - - - - n
UTATE OF FISH MARY P FILE NO. 21 97-0064 ACN 101 DATE 11-10-97
THIS STATEHENT IS PNOVIOEO TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE, SHOWN BELOH
IS A SUIIIIANY OF THE PRINCIPAL TAM OUE. APPLICATION OF ALL PAYMENTS, THE CURREKI' BALANCE, AND. IF APPLICABLE,
A PNDJECT~p INTENUT FIGURE, ___
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-06-97
PRINCIPAL TAX DUE, 346,62
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
07-01-97
10-16-97
RECEIPT
NUMBER
AA2114B3
AA242357
DISCOUNT (t)
INTEREST/PEN PAID (-J
,00
,01-
AMOUNT PAID
342.62
4.02
~ 1
,
',")(j
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,00
,01CR
346,63
,OlCR
. IF PAID .FTEN THIS DATE. SEE REVERSE
SIDE FaN CALCULATION OF ADDITIONAL INTEREST,
C IF TOTAL DUE IS LESS THAN 'I,
NO PAYMENT IS REQUIRED.
IF TDTAI. DUE IS REFLECTED AS A "CREDIT" ItRl,
YOU HAY BE DUE A NEFUND, SEE NEVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS, I
p
PAVttENTI
DltHh the t~ porHon of thlt HoUel Ind Iubllt with vour Ply.."t .ldI pIY...1a tottle "... 1M Iddr"l
printed on tht rlVlrl, Ildl,
If RESIDENT DECEDENT allkl oheck or .oney order pIylbl1 tOI REQXSTU OF WILLS, AGENT,
If NOfHtESIDEHT DECEDENT 1.1 chick or IIOnGY order plvllbl. tOI COHMONWEAL TH OF rENHSVLVANIA,
REFUND (OR)1 A r.fund of . t.~ cr.dlt, which w., not requ.,tld on thl T.x Rlturn, .ay b. re~ltld by co.pletln, In
"Att',oll1elt.ton fer Refund of Perlfllylvanll lnh.r1t8l,cI .nd Ut.te Tlx" (REV-UU). APfllloltlOl"lI .rl IVIIlIbI. .t
thJ OffiCI of the! Righter 0' Willi, MV of th. 2S AevenutI OhtrlClt Offlo.. or 'rot the Deplrt""t'. Z4-hour
M'Mlrlng ..rvlcl I~r. for 'or., ordlrlngl In p.nn.ylvllnl. 1-100-162-2050" OYttldl ponn.ylvenl.
and within 10cII H.rrl.bur, .rl. (717) 1a1-109~, TDOI (711) 772-2252 (He.rln, t.,.lred only).
REPlV TOI
Qu..t1on. rll,rdlng "ror, contlllnlcl on thh notlu .hould bl eddr....d tOI p~ OIp.rt..nt of AIVanu., lure..,
of IncUvlcklal TI~.., AllNI po.t A......."t Rlvllw Unit. Dept, 210601, Harrisburg, PA 17121"0601, phonI
(711) 7.7.650..
DISC~TI
If ."y hx due h plld within thr.. (J) c.llnti.r ~th. .ft.r thl dlc.d.nt'. d..th, . flv.. percent (5") dheount
of the till plld II ..Uowld.
PENAlTVI
ThI lSX till .-nI.ty non"plrtlclp.tlon plnllty I. oOllputtd on the tot.l of tn. tl~ tnd Intlrl.t .....ted, end not
plld blfor, Jenulrv II, 1996. the flrlt dlV Iftlr the Ind of the t.~ .-n..ty period.
INTERt:STI
Int.r..t I. ch.rttd bl,lnnlng with 'Ir.t dlV of dlllnqUlnClY, or nlnt (93 aonth' ~ one (1) dlY frOl the a.t. of
"Ith, to th. det, of p.v-.nt. TIIlII which bee... dll1nqu.nt b.far. Jenu.rv I, 19.2 be.t Intlra.t at the rltl of
.11l (6'" percent par ~ calculatld .t . dlllv rite of .000164. All tIM.. which ble... delinquent on end .ftlr
Janutrv I, 1..2 will belr Intlr..t .t . rat. Which will vtrv froe cIllnd.r Y'lr to c.lendar yl.r with thlt r.t.
announced bv thl PA D.,.rt,,"t 0' RIVlnul, The .ppllolbll Intlrllt rat.. for 1..l throuth 1997 .rll
V..r Int.r..t R.tl D.lh Intlr..t Flletor V..r Inhrlllt Alt. D.llv Int.rl.t Flater
--
19.! lOX .000i41 19.7 9X ,000247
1915 I'X ,000458 1'11."1.,1 llX ,000:501
19.' IlX ,000101 1992 'X ,000247
19.' IIX ,OOOSS' 1995"1994 7X .000192
19.' lOX ,000274 1995.1991 'X .000247
--Jntlrllt I. o.loulltld .. folloWII
INTERElT . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--'nv Notlcl t..u.d .ftlr th. till b.co.~. d.lln~lent wl11 rlfllct '" Int.rl.t olloulltlon to ,I,t,en (11) "VI
beyond thl ct.t. of th. ........nt. If ply.ent h .Id. !Riter th. Intlrlllt cellPUhtlon <Jatl .hown on the
Not1C11, tddltlonll Inttrll.t lIU.t bll o.lcullt.d.
l'TATUS !tERQ-'~T tJN[)E!tlUJL!.L~.J.1
Name of Decedent I, )-t t11?.1..._.hvL/ /1./';;' 5.~j:{
Date of Death I If II t\J 'J1 (?.<J...J__.___
W l.11 No,. '2.' - / 'f Y. '7 -_.Eof':1._____~_ Adm l. n, No.
I '1 n - CI(,' 'f
Pursuant to Rule 6,12 of tho Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1, State wheth"n adloinistrdtion of t.he estate is complete:
Yes -X., 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, I is Yes, state the following:
a, Did the personal representative file a final
account with the Court? YesX-- NO_..___._,
b, The separ,~te Or'phans' 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 b~.-) _,;;o:;~,;"~;i OOP",t,
Oa te : 1t( IJA. {P '2jXJO J..(;...:....~..{ 0!..... /.u.lt
, I -- Signature
.~
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ROBRP- I ,.af, FJ 51-!
Name (Please type or print)
../L'i.':1 Z__jl9. '-low _'71fi1tMr< c r
Address Res/O;,)I {,l,v.- '2019,/
(70 3 ...L..z!~L?::. .. t {;. 0 1
To I, No,
Capacity: X_personal Representative
_____Counsel for personal
representative
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(MAH:rmf/A,M3)
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