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? 1 . 91 . 94
RENUNCIATION
In lie lllllleof ..__._,.....Y..~hert L~ t'inkey
de<:eased,
To Ihe ke.lllet of Willi of ___.'!.umbe!!.!!.~.
_ County, Pennsylvania,
The l,"denl.nud Jit..!'J)lu~.!)~~.!:inkey, Ruo Ann Myers, David S. Finkey, children of
Ihe abovu de<:edent, heteby renouncett~ the right 10 administer the estate and respectfully as~ that Letters
~u~.-'.'L~dm.!!'..!.Yt I'll t ion
\:
be I..ued 10 __. Stophen R. t'inkey and David S. Finkey
WITNESS ._
pur
band this ;2.~~, day of ,.~~ ,19....2..L,
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Stephe R. f'inIlll1lAIUre)
382 Mal nsville Road
Shippellsburg, PA 17257
(Addres.)
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(Slsnllure)
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Rae Ann Myers
212 Ridge Avenue
Shippensburg, PA 17257
(Add,.,,)
)
. f)tv-4 j.<~~
(Slsnllur.)
David S. Finkey
9961 Possum Hollow Road
Shippensburg, PA 17257
(Add,...)
J INHERI1'ANCE TAX RETURN FOR DATES Of' DEATli AFTER 12/31101
CRECK HEflE IF A SPOUSAL
RESIDENT DECEDENT f'()V~JlTY CR['IJllIS_CLAIMEOIJ . "_~_~
COMMONW'Al1HO' "I.NNOVlVAN'A (TO BE FII_ED IN DUPLICATE riLE NUMBER
D[f'ARTM~NT OF Rf.V~:NlIf.
HA"""~'~i.~, '::~~~"~"Ol ~ ~.~T~~~::9,1~,T~!,_O~VI'~~:~1=,~~,)J-O~~~~~~~__";Z~~:._ _...._~!~~~If~
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE AODRESS ~~~- .._-_._~~--~
Finke , Robert L, ]] 1 t:'-,outh Pitt Street
SOCIAL SECURITY NUMBER 'DATE OF DEATH.~'~]~iiAT6)fIlIRl1;- CarliS.le, PA 17013
DECEDENT / / /
172-26-7650 0])):..2:1 _h .9.8/11]931 Count 0Jmberland CoUl1tYL~PA
~1"1r~~'if~hm~~~:r,'~~ 'oust" NAM' IWT, fOCIAL SECURrlY NUMBER AMOUNT RECEIVEO (SEE INSTRUCTIONS)
1, Origlnsl Return --0-2, Supplomontal Rolurn 3, RemaInder Return
(lold&telCllduthprior1o 11-13-'82)
D~. Federal Esta te Tax Return Roqulrod
o 4a. futuro lnlorost Compromlso
(for dolns 01 doo'h olter 12-12-82)
o 6. Dncedent Died Testate 0 7. Ducadont Ma.inlalnod II Living Trust
(Mach copy 01 Will) (Mach copy 01 Trusl)
~i_~S , :ilN~'Q()"'~lll' rmil''Tl\lIii"~()lr A1!QN$f\QOLllliltp/FiECTECi1'OI,,'!i\i,ffi[m
NAME COMPLETE MAILING AODRESS
David p, Perkins, Esquire Mark, Weigle and Perkins
TELEPHONE NUMBER 126 East King Street
(717) 532..7388 Shi bu PA 17257
1. Real Estafe (Schedule A) ( 1 ) None
2, Slocks and Bonds (Schodulo S) ( 2 ), None
3, Closely Held Slock/Partnershlp Inferesl (Sch, C) ( a ) None
4, Mortgege. and Notes Receivable (Schedule D) ( 4 ) None
5, Cash, Bank Deposits & Miscellaneous Personal (8)_ 7,717,75
Property (Schedu'e E)
8, Jolnlly Owned Pl.Operty (Schedule F)
7, Transfer. (Sohedule G) (Schedule L)
8, Tolal Gross Assets (total Unos 1-7)
9. Funeral Expensss, Administrative Costs,
Miscellaneous Expenses (Schedule H)
10, Debts, Mortgage L1abllllles, Liens (Schedule I)
11, Tota' Deducllons (total Unes 8 & 10)
12, Net Value of Estate (Une 8 minus Line 11)
13, Charllable and Governmsn'al Bequesls (Schedule J)
20, II Line 19 is reeter than L1no 18, enler tllo dilloronce on Line 20, This Is the OVERPAVMENT,
I' T , ," ~~i~~..11 y~!iIt~te~': r..f"~~Qj,W~~~v..iP~vmili\~!j"iliWlli,iiii,ii!'jii',! 'I
21. lI11na 1815 graater than Uno 19, onler 1110 difforence on Uno 21. This Is the TAX DUE.
A, Entor tho Intorest on tho balunco duo on Uno 21A.
B, Enlor.lho folal 01 Llno 21 ond 21A on L1no 21 B. This Is Ihe BALANCE DUE.
Mak!. Check Payable to: Reglster"f Wills, A~
!!'il,I'j,;mI',lliiii'i. '!:!, ii,:i' I, .' I' '.,....SESURE to ANsWER "'lLQtjESl1ON$Ot.iP"'GE!3)(Ni:!1'()'RE()~EClli'Iil,.'ffi!i.'ii'!!!~:jI!l!!iniiil!lil!!!I'!i1ill'!ii!iiili!:i"iliiij!i!iiiljlillilli
Under penaltlos 01 perjury,ldoclaro that I havQ ox ami nod this raturn, Including accompanying sc1l6dUles and Atatemenls, and to the bast of rny knowledge
and bellel, It 19truo, COmIc.t and comploto. I doclare tllol all rnal ostalo has boon roparfod al true market value. DeclnratJan of preparor other thM the personal
~osenllltlvo Is basod '2-n nil Jnlormatlon.E!. wblch e!~oror tH~~~.!:!'L!<nawledge. 0___
,jl ATURJ\ (JrrERSO~ Rj5PON!\IALE.,FOP. F LlNn;;~(l ~!I)N ,J ADonESS
~.Jl( ~?lf'2<'") / 'If ';"1<673ee Schedule attached
~ GNAT R-;~~-;;ofMHIE''tT~A REPflE!il:NTA1IVr A[)Dllrr,s -
.Ii C . <...>>.lVr'l<.) 126 Fast K.Jng.:Stree~__.___~.
" 1 001 Nn,,,,, U Shippensburg, lOA 17257
I (..
JUV. lM10rx+ (f'1I4)
CHECK
APPRO-
PRIATE
BLOCKS
o 4, Limited Estate
CORRES-
PONDENT
RECAPIT -
ULATION
TAX
COMPUTA-
TION
15, Spl'uul Translers (for datu of death aU,r 6-30-94). See
Instructlonsior Applicable PerclIntageon Page 2,(lnclude
v.lllu from Schedule K or Sche(\ule M.)
16. Amount of Une 14 taxable a~ 6% rate
(Includ. valuos Irom Schonule K or Schedulo M.)
17. Amount 01 Una 14 taxable at 15% ratA
(Include va'"es from Sohodule K or Schedule M,)
18, Principal tax due (Add lax Irom Lines 15, 16 and 17,)
19. Crodlls SpolI..I Povrrly Cledlt Prior Payments
+
C:Ol'lyrillht f cum. fi/lftWlrll Only. HHI4. Nelw.lnc. N94f'A()[ll
/
f'
/ ,/
"
,..
_ 8. Total Numbor of Safe Doposlt Boxos
(8 )
( 7)
None
None
(8 )
7,717.75
(8 )
11, 810 . 33
(10)
2,347,36
(11)
(12)
(1a)_
14,157,69
(6,439.94)
None
(14)
(6,439.94)
(15)
x ,
.
(18)_
0, 00 X ,08 .
0,00
(17)
0,00 x
0,00
.15 ::I
(18) INSOLVENT
0.00
Discount
Interest
+
(19)
(20)
0,00
(21)_.
(21A)
\21B>.
0.00
0,00
0,00
D~ATF.:
'J c.'-'
.~'r/
nATF.
C -:l-'i' ...,
~_'___~ML-__
Estate of: Robert L, Finkey
SCHEDULE H, PART A ... FUneral ExpenBes
Page 2
21-19970.0094
Item
No, Descript ion !\mount
1 awing Brothers F'Lmeral Hare 5,205.00
2 Westminster Cemetery .. grave preparation 735.00
3 Westminster Cemetery - marker 1,750.00
4 Alrerican legion .. bugler 15,00
5 Church reception 95.00
'TOI'AL, (carry forward to rrain schedule) , , , . . ,
7,800.00
/:),151-/!
IU"EAU Of INOIVIOUAL TAMES
IHHUtllAlrK.f UI( OI~IIiION
DtPT, 110blJI
HAIUtl 'IURO I PA 11111.060 I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOYICE Of INHI"ITANCI TAM
A~~ftAISEHINT, ALLOWANCE 0" Dl~AI.LOWANCE
DF DEDUCTIONS AND A&~ES~HENT OF TAM
12-15-91
FINKEV
01-11-91
21 91-0094
CUMBERLAND
101
[__-=~~~II~~t1~~!=.==j
HAKE CHECK PAYABLE AND REHIT PAYHENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ......
it ilV: iS47 - E;{. Ai-ii - r 0'9: 9i"j - NO'fi cE- "OF - YNHERi i AN-cE - "fAx" ;;p piiA'" is fl,tiNT";. AU:owANcE - 'OR"". - - - - - -""" - - - -.
DISALLOWANCE OF DEDUCnONS AND ASSESSHENT OF TAX
ROBERT L FILE NO. 21 97~0094 ACN 101
DATE
!STATE OP
DA TE OF DE" TH
FILE NUHBER
COUNTY
ACN
DAVID P PERKINS ESQ
HARK ET AL
126 EKING S.(
SHIPPENSBURG
PA 17257
ESTA TE OF
FHIKEV
TAX RF.TURN WAS I (X) ACC~PTEO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONt ORIGINAL RETURN
1. R..l E,t.t. (Schadul. A)
2. Stocka Wid Bond. (Schedule OJ
3. Cla..ly Held stock/Partnership Int.r8st (Schedule C)
~, Hortu_u../Not.. R.c.ivabl. (Schadulo OJ
S. C..h/Bank D.po.lt~/Hl~c. Paraanal Property (Schedule f.)
.. Jolntl~ Owned Prop.rt~ (Schedule f)
7. Tran,i.r. [Schedule G)
8. Tobl A...ts
I CHANGEO
III
12)
(3)
((I)
IS)
(61
(7)
,00
,,Q!.
,00
,00
7J717.75
,00
,00
(8)
APPROVED DEDUCTIONS AND EXEHPTIONS:
9, Funaral Exp.n..s/AdM. COlts/Hile. Expans.. [Schadula H)
10. Dabt./Hortgaga Liabilitie./LiMn, (Sch.dul. I)
11. Total Deductions
12. Nat Value ~f T.x R.turn
UL CharHable/Gova,'nlllantal 8aquuhJ NOrl~lIlact.d ~1l3 Trult. (Scnedule J)
14. Nat V.lue of f..t.t. Subjact to Tax
If on allSBBsment wnll hsued previous1.y. linn 14, 15 and/or 16. 17 and 18
reflect figures that includa the total of ~ returns assossed to date.
ASSESSHENT OF TAX:
IS. Alllount of line 14 .t Spou..l rat. OS)
16. AMount of Line 14 taxable .t Lina.l/Cla.. A rat. (6)
17. AMount of Lina 14 ta~.bl. at Collataral/Cla.. 8 rata (17)
18. Principal Tmx Dua
NOTE I
TAX CREDITS:
---- -----
PAVHENT RECEIPT
DATE NUHIER
OISCOUNT I')
INTEREST/PEN PAID ('1
11,810,33
2,341 , 36
(11 )
(12)
(151
(1')
(9)
(10)
-:!.2. X ,00=
,00 X ,06=
,00x,15=
(18)
AHOUNT PAlO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
_4______._
TOTAL DUE
"
(.
~...lll
r\"h "'\
tHIfif6f. '
IIf)h' H '" lit '"
ROBERT
L
DATE
12-15-97
NOTE: To in sura propar
cradit to ~our Account,
.ub~it tne upper portion
af thi. forM with your
tax PIVlllent.
7,717,75
1 4 , 1 ~ 1...6..2-
6,G39,94-
,00
6,'.39,94-
wUl
,00
,00
,00
,00
_~_____' O~~'
,00
,00
-------
,00
.- ._-_.---_._-~
. IF PAID AFTER DATE INOICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTE"EST,
If TOTAL DUE IS LESS THAN $1, NO PAVHENT IS REQUIRED,
If TOTAL DUE 1& REfLECTED AS A "CREDIT" ICRI, YOU HAV BE OUE
A REfUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS,)
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" J
RESERYATlONI Elt.t.. uf dtoedenU dvlnl on or bafort Dlcllblr Il, 19ar. .. If IIny future 'nter..t In the ..tit. h tren,ftrrld
In po.....ton or tnJOPMt to Cl... I (coUlterlll blnefioltrll' of th. d~~nt ,UI.. tho IMPl..IUon 0' any ut.t. for
I If, or for VII';", the CoMOttw..Uh h'reby 8Mpr...h r...rYI, thll right to IIPprlll~. and ...... trane"r Inh.rlhnCl hMII
It the llwful CI,.. . (colllt,r,ll rlt. on Iny .ueh luture Intl....t.
P\*POSE OF
NOTICE I To fulfJll thl rlquJr...nt, of hollon 1.1U at thl Inh.rlh,nc. and Elt'te TIM Act, Act Z1 of 19'5. (72 P,S.
Slot Ion 9140 I,
PAVHENTI O.t.eh the top portion of thl, Hotlol Ind lub.it with your pay"nt to the R"I.tlr of Will, printed on thl r.v.rl~ .Ide.
""PI chick or 10nlY Ol'de.. plyabl, tel REQISTER OF HILLS J ADENT
REFUND (CRII A r.fund of . tlM cr.dJt, which W~I not r'qu4lt.d en the T'M Raturn, ..y b. requ..tad b~ co~l.tJng en "Appllnatlon
for Rafund of P.nn.~lv.nl. Inh.rltanc. .nd Estlt. TaM" (REY-13I!). ."pllo.tion. are Iwallabl. at the Offic,
of the hght.r of Wills, .ny of thl 25 Rlv.nulI District Off.lc.., or by calling the .p.clal Zft-h~r
an.w.rlng ..rvlel nu.oor. far for.. ord.rlng, In P,nn.ylvanla 1-&00-56Z-Z050, ouh.ld. P.nnlylvM'll. and
within loc.l Harrl.burg ar'l (711) 787-ft094, TDDI (711) 772-2252 {H..rlng I.pair.d Onl~l.
i
r'
OBJECTIONS I An~ party In Iht.r..t not .Itl,fl.d with thl Ippral..~.nt, allowanoe or dl.allowano' of dOdUotlon., or ,....,Itnt
of tel( (lnoludlng dlscuunt or In~lrl,t) I!II shown on thh NoUea IU.t objlct within .ll(h (60) dayl of r'cllpt of
thh MoUOI bYI
--wrltt.n prot..t to the PA D.part..nt of RevlnuD, Board of App.al., D'Pt. 281021, Harrisburg, PA 11128-1021, OR
--lllctlon ttJ havI the lIett.r d.teralnld at "udlt of the acoount of the per.on.1 r.pr..ent.U",.. UR
--applal to the Orphan,' Court.
AOftI..
ISTRATIVE
CORRECTIONS I
Factual arror. dl.cov.rad on this ........nt .hould ba addrcI..d In writing tOI PA Dep,rt.ent of R,venue.
Bur..u of Individual Ta)(.., ATTNI po.t h..u..nt Rlyl.w Unit, D.pt, 280601, Herrhbur., PA 17l28-0601
Phone (717) 787-6S0S, S.. page S ('If th, bookllt "In.tructlon. for Inhar.l.tan,,' TaM Return for a ft..ld.nt
Dee.d.nt" (REV~1501) for an .xplan.tlon of aa.lnJ.trativ.ly corr.otabl. .rror..
DISCOUNT 1
If .ny tlM dutI h plld within thr.. 0) ul.nd., .onths .ft., the dec.dent'. H.th. I flvl ptrcent (S,D dl.cooot of
Uti tl)( paid 11 aUC>>l.d.
PENALTY,
lhl lS% t'lt ..n..ty non"plrtielp.tlon penelty it cOltPutllld on the total of the tll< end Int.r..t .......d, and not
Plld b.fore J~lIry 18, 1996, thl first dllY after the .ncJ of thl hI< .......ty p.rlDel. 1hll non-plrtlc.lp.tlon
p.nalty 11 appulabl' In the .... unn.r and in the thl UlIlI tlllI. plllr lod at you would app..l the taM and jnt.r'..t
thlt h.. ba.n lIu....d II Indlclted on this notic..
INTEREST I
Int.r..t I. charted b.,lnnlng with flrlt day of dellnqu.ncy, or nlnl (9) ~,th. and ant (I) day frol thl d.t, of
de.th. to thl d,te of plya.nt. hM" which b.c.... 'd.Unquent be for. January I, 1982 bur Int.r..t .t the rat. of
.i)( (6:00 percent p.r annUlI calculated at B dally rat. of ,000164. All taMel which b.c", !NUnquant on and .f\lr
January 1, 1982 will oeM Interut at a rat. which will yary fro. cal.ndar y.ar to cal.nder year with that rlta
announc.d by the PA Oepart~ent of R.Ylnue, Th. BPPJlcable Intlre.t rat.. for 1982 through 1998 .r.t
~ Interut Rata Oal h Inter..t Factor ~ Internat ~ O.lly Intlr..t FaQtor
1982 20% .00054' 19.7 9% .OOOZtt7
1985 16Y. .000..S8 1988- 1'J91 111: ,000SOI
1984 111: ,000SOl 199Z 91: .000241
198!1 U% .000S56 1995-199.. n .000192
1986 lOX ,1100274 1995"1998 9:1. .000247
".Inter..t 11 calculatld .. followll
INTEREST. BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTOR
--Any Notle. I..uad aftar the talt b.eo... d.llnqu.nt will r.fllct an Inter..t ~aleulatlon to 'If\,.n (IS1 dav.
blyond the data of thl ~,s.'...nt. If ply..nt 1. lIade aft.r the Int.r..t cOllputatlon data ~hown on the
Notlcn, .ddIUM.l Inter..t .u.t be ulcuht.d,
DISBURSEMENI'S OF PRINCIPAL
Estate of Robert L, Finkey
For Period 01/11/97 'I'hrough 1/6/98
Administration Expenses (Prin)
1/30/97 Register of Wills, CUrrU:lerland Cbunty -
Letters of Administration and Short
Certificates
2/19/97 The Sentinel - advertising Letters of
!\c1ministration
2/19/97 CUmberland Law Journal - advertising Letters
of J\c1rninistration
7/22/97 Ort' s O:uputers - appraisal fee
7/22/97 Donald S. pinci ,- appraisal of roin and paper
collection
9/3/97 Register of Wills, CUmberland County - filing
Inventory, Appraisement, and Statetrent of
Debts and Deductions
10/1/97 Register of Wills, Cumberland County - 1
Short Certificate
1/6/98 L:l.nda K, Klein - notary fee
1/6/98 Mark, Weigle and Perkins - reimburserrent for
postage, xerox copies, and long distance
telephone calls
1/6/98 Mark, Weigle and Perkins Clients Account
reserve for filing Family Settletrent
Agreetrent with Register of Wills, CUmberland
County
Fees and O:mnissions (Prin)
1/6/98 Mark, Weigle and Perkins - Attorney Fee
F\Jneral Expenses (Prin)
2/19/97 Ewing Brotherfl F\Jneral Hare
$ 236,00
75.07
60.00
5,30
25.00
10.00
3.00
14.00
25.00
60,00
$5,205.00
Page 3
$ 513,37
3,481.96
DISBURSEMENI'S OF PRINCIPAL
Estata of Robert L, Finkey
For Period 01/11/97 TI1tOUgh 1/6/98
2/19/97 Westminster Cemetery, - grave preparatiai
2/19/97 Westminster Cemetery ., marker
2/19/97 American Legion - bugler
2/19/97 Churc'.h reception
Other ExpenSes (Prin)
1/12/97 Mary R, Finkey - prooeeda of Financial Trust
CbrpDration Checking Acco\mt #412589 as per
agreerrent of heirs to fulfill deceased's
intent
1/31/97 Cbr.e States Checking Account #29410364 ATM
withdrawal in transit at date of death
2/19/97 A & R Auto Repair - fixing-up expenses of
automobile after acci,ient
2/19/97 Citgo - 1/29/97 statement
2/19/97 United 'l'elephone of PA - December billing
2/19/97 Texaco Credit Card Bank - 1/15/97 statement
2/19/97 Bon Tbn - 1/14/97 statement
2/19/97 Moffitt, Pease and Lim Associates - 1/7/97
statel1'ent
2/19/97 VISA,.' 1/9/97 statement
3/2/97 Mellon Bank Master Carcl/Visa - final
statement.
3/2/97 Mellon Bank Visa (bld - final statement
5/5/97 Core States Bank - to replace check written
prior to date of death but not cleared at
date of death (payrrentstopped at date of
death)
$
735. 00
1,750,00
15.00
95,00
$ 1,516.21
50,00
131. 24
i5.0Q
36.04
43,52
191. 20
22,84
1,600.35
18.00
19.48
120,00
Page 4
$ 7,800.00
DISl'RIBUl'IOOS OF PRINCIPAL 'lD BENEFICIARIES
Estate of Robert L, Finkey
For Period 01/11/97 ~~gh 1/6/98
page 7
To: Beth A, Keller
Cash to equalize prior di,stribUtions to beneficiaries
$
950,00
1/6/98 cash
.......-...--...--...
$ 5,700.00
'IQ'I'AL mSl'lUBUl'IOOS OF PRINCIPAL 'lD BENEFICIARIES
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