HomeMy WebLinkAbout97-00179
II
PETITION FOR PROnATE and c;RANT OF' LETTF~RS
E.rtalt of _jl1clliili.U,,-,~Eu.l(,{' No. ___.DlL:::.~l.::J.~l:l
also known as ____._...~. To:
___..~~._.......____..._. Register of Wills for the
._. __.__. Decepsed. County of _.CUMBERl.AND In the
Social Security No. TCJI1...:.t;..~~~~C-l___ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petltloner(s), who Is/are 18 years of age or older aJl the execu''''(
In the last will of the above decedent, dated ~l~~IIA!l(~C /,-5
and eodiell(s) dated
named
,19-2..L
(state relevllnt c1rCllnatl\nCCS, e,g, r(:nunclatlon, death or executor, etc.)
Deeendent was domiciled at death in C U~~}Q'-bv\d . County, Pennwlvanla. with
hQr last family or-ErlQcipal residence at J::.J.l.-----1'k1flc\ (o(.'I'\\,,) I'\\.H~ Itlt t:lE!MP
_.ns-c.kr~I~~'I\J".((ll-j,<,.)" .OC)}_~ ' ....
(list meet, number and mundpalil)')
Decendent, then 77-;:- r\',ars of age, ied Kbl'I\C\1!1--:-.....L:t. .19 q 7 ,
at ('.IMlt~~I-lw\'" ((XU\~,.,: 0\ N\p I MI <1<114".(,'. ''1b\..:JI'J;\1.',~ .
Except as follows, decedent did not mar y, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
Ineompetent: ._____
Deecndent at death owned property with eSlimated values as follows:
(If domiciled In Po.) All personal property $ 416. (XO. 1'0
(If not domiciled In Pa.) Personal property in Pennsylvania $
(If not domiciled In Pa.) Personal property In County $
Value of real estate In Pennsylvania $
situated as follows: -li/.4.
WHEREFORE, petltloner(s) respectfully request(s) t~probate of the last will and codlcll(s)
pr<<ented herewith and the grant of letters n"',12<1I1''?^1 ('.'1'1/
, '.
(testamentary; administration C,I.a,; administration d.b.n.c.t.a,)
theron,
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF .._.J:~MBERLAND .
The petltloner(s) above.named swear(~) or affirm(s) that the slatemelllS in the foregoing petition are
true and correct to the besl of the knowledge and belief of I' itloner(s) and that as personal represen.
lalive(s) of the above decedent petitioner(s) will well and Iy administer the estate according to law,
Sworn to or affirmed lllld subscribed
before me this 21 S I da)' of
~ 4)( ;pEBRUARY ...LI. JJ 97.
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"11AR'/1 C LEWI S ' Register
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COMMONWEALTH OF PfNNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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18 Tax Du. (18)
19~KHERE IF YOUARE~~REFUNDOF AN OVERPAYMENT L_______
>>E1E SURE TO ANSWI!R ALL QUeSTIONS ON REVERSE SlpE AND RECHECK MATH <<
UndetpllflllliMofpellury, I dlIclnthm Ih t'llrl&d this Itltum, lOCucbng axompm'f(1g schedI.lm llfld il"'"mef\li, WId 10 lhe best or mykr.ow8dlJll lVld bekll. It IS true, OOfrflCl811doompieol8. Decllntioo of ,Dftlpftl'ohw
lhlflltle penonal IBM is ba.wd on .... "ormlltion 01 YiIdl JnPlll'W hltf; 9t\y knowMQe
FRERS N S NSlBLEEQRfJl!!LRETURN . ADDRESS 5227 Terrace Road
. -' / (.~~--' '-;.({,'l~r Mechanicsburg, PA 17055
PREPARER- HER PRESENTATIVE ADDRESS 1~40 vaTTeylfreen Roaa-
.-' Etters, PA 17319
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COMMONWEAL THor f'D~NSY\_V^NI^
orPARTfAONT OF HEVFNIIl'
DEPT 160001
liARRISI!URQ, fill I rll8,060'
REV-1500
INHERIT ANCE TAX RETURN 1~~~TjjjQER--'-~---'-'---
RESIDENT DECEDENT ~l I C( :1][0 0
OeCi:OEHl'S NAME (lAST, FllIlIl_AND I.4Iflt\Lf.IIHTW_)lMt.lIIri..,d t~ ....~,.....
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Failor, Marian L. Biddle
UOClAl SECURtl'1' HlMlER "TOATEor of},ni DAlE or IlInlll
190-26-4020 Jyebruary 14, 1997 May 31, 191B
I" "rtlCiiillj ,"nV1'lINO '",(Jus"....... Il~\I fIRST '"" ""OUI,iN""'1 NSOCol~t.\"'AtJ'pl1Yp''''''l i"C ab'--l e '---~""T1Hii RETURN :~~I~T;~E~; ::~~ATE WITH THE-
Not Applicable _L
[~ \ O"gl1161RlI~m --------[J -;-;lppkt~ltelRetlJf1l . . 0 -3 flf\""ndGd~l)tvm(d~fl~fcleath~lot2.13.82l-
o 4 LlmOed€~tlltfJ LJ 4.1 rU'lIM'.nlllf1tIO;J!~ff\lli8(dRtfloldft8!ha1leflr\1.B2) [] 5 FlJdefalEfltteTR1(ReturnRltqUIffJlil
G:9 6 Deol'td6n1OI&dTeG1811l{AllochcopyofWI~ 0 7 ~1MM1lll1nodaLMf1gTfll&I(Al1ochC:OPtfJ1TI\J(,1) __.9.. 6 lOIIllNlJmberO!5af80flJl0GrtBo.o~
o 9 LIIlQilIIOI'lProoeed;Rf)CfliYBd [J 10 Spoui8IPOYlJ(1y()fdIt(dmo!doilthba~I1.31,91llt\dl.\.%) [.I 11 Eklcll<<1 10 lfIX Ufldar Sec 91l3(A)(AnoohSchO)
THIS SECTION MUSfBe COMPLE'TED. AU. r.oRRESPot/DENCll AND CONFIDENTIAL TAX INFOAMATION SHoii&SE DIRECTED TO:
"ilAME COMPl.ElE::t.4AllINGADDRESS --
Kerry J. Spangler, C. P. A. 1340 Valley Green Road
FIRM [lAMf. (H "",Ie".)
K. J. spangler, C. P. A., PC Etters, PA 17319
TELEPHONE NUMREfi
(71'7) 93B-5340
~ ,J. I. I
OFFICIAL USE QNL V
I. Rool E".I. (Schedulo A) (1)
2 Sloe,' and Bonds (Schadule 8) (2)
3 Closely Held Corporation, Partnership or Sole.Proprietorship (3)_
4 Morlgagas & Nules ReceIVable (Schedul. D) (4)
5 Ctlsh, Bank Deposits & Mrscellaneous Personal PlOperty
Z (Schedulo E) (S)
0
r- 6 ,Ioml~ Owned Ploper~ (Sch.dule F) (6)
S 7 tnlerNlVos Transfers & MI:3cellaneous Non'PlobCl\e Property
~ (Sch.dul. G or l) (7)
ii: 8 Tollll Or... Amts (Iolallm., 1 .7)
ct
U 9 Funeral Elrpenses & AdrTllmslrative Costs (Schedule H) (9)
l.U
0::
10 Debts of Decedent, Mongage liabilHies. & liens (Schedule I) (IO)
11. T.llIl Deductl,n. (1(Jlallina, 9 & 10)
40,702.00
~-;
(8)
12,9BO.00
40,702.00
(II)
(l2)
(13)
(14)
o x O~ (15)
12,980.00
27,722.00
~
500.00
27,222.00
o
12 N., V.IUtofEslll'. (lm. 8 mmus line 11)
13 Charilable and Ckr"ernmenlal BequBsts/Sec 9113 Tlusls for which an electio~l \0 lax has not been
made (Schedul. J)
14 No' V.lu. Sublecll. TU(lin. 12 mmus lina13)
15 Amount of liM 14 taxable
atlhe spousal lex rale
See mstructitins on reverse SIde for applicable percenlage
16 Amount of Ime 14 laxable
a16% rlltA
1'/ Amount of hne 14 laxable
a115%rale
1,633.32
27,222
x 00
(16)
(17)
x 15
-
1,633.32
DATE
_3 'r~?l-cn
DATE
.iJt( A }
Decedent's CO~'plete Address: ...____
lUREEl MORU,. . 1 / 'M
Mar1an L, Fa1 or C 0 KeV1n arrow
- --.--
5227 T~rrace Road
f.fJchanicsburg
Ta.K Payments and Credits:
,. Tax Due (Page 1 Line 18)
2. CredllalPaymenl1l
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
lflKE
~j
117.055
(I)
1,633.32
T 0111 Credlls (A + B + C) (2)
3.
InteresliPenally If applicable
O. Interest
E. Panally
T olallnteresliPenally (0 + E) (3)
4. If line 2 Is flealer than line 1 + line 3, enter the difference. This Is the OVERPAYMENT.
Check box on Page 1 Line 19 to requeat e refund (4)
5. If line 1 + line 31s fleeter It,an line 2, enter the difference. This Is the TAX DUE. (S)
A. Enter the Interest on the tll)( due. (SA)
B. Enter the tolal of Line 5 ~. 5A. This Is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILI.S, AGENT
0.00
1 ,TIr.-:IT
1,633.32
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent meke a transfer and: Yes No
a. retain the use or income of the property transferred, . . . . . . . . 0 e9
b. retain the right to designate who shall use the property transferred or Its Income; 0 ~
o. retain a reversionary Interest; or .. . . 0 ~
d. receive the promise for life of either payments, benefits or care? . . 0 ~
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did the decedent transfer property within one year 01 death without
receiving edequate consideration? .... . . . . . . . . . . . .. ....... . . . . . . . . . . . . . 0 ~
3. Old decedent own an 'In trust for" or payable llpon death bank account or security
at his or her death? .. . . . . . . . . . . . . . . . 0 e9
4. Old decedent own an individual retirement account, annuity, or other non-probate property? . . . 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YeS,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THe RETURN
72 P.S. ~9116 (a) (1.1) (I) provided for the reduction 01 the tax rate Imposed on the net value of translers to or for the use of the surviving
spouse from 6% to 3% lor dates of death on or after July 1,1994 and before January 1, 1995.
72 PS. ~9116 (a) (1.1) (i1) provided for the reduction olthe rete Imposed on the net value of transfers to or for the use of the survivll1g
spouse from 3% to 0% lor dates of death on or after January 1, 1995. The statute does not exempt e tranefer to a surviving spouse Irom
tax, and the statutory requirements for disclosure of assets and filll1g a tax return are stili applicable even If the surviving spouse Is tI,e
only beneficiary.
FOR DATES OF DeATH ON OR AFTER JANUARY 1, 19S5 - Please answer the follOWing question by placing an 'x' in the appropriate
space.
Old tha decedent create a truat or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
lifetime? Yes 0 No ~
If you answered yes to the above question, the lex 011 the trust or similar arrangemel1t is postponed until the de~th of the second spouse,
at which time it will be tully taxable at the rate(s) applicable to the remainder beneficlary(les). Enter the value of the trust on Schedule ,I,
Part II, In order to remove it Irom the calculation of the tex due In this estate. You may wish to file Schedule 0 in order to meke the
election available under Section 9113. II the election Is made, the trust or similar arrangement Is taxed In the estete of the first decedent
spouse, tha portion of the trust or similar arranRement which ~enefits the surviving spouse is texed at the zero tax rate, and the rem.lnder
Is taxed at the ratels) applicable to the remainder beneficlary(ies). II you choose to make the election, you must e"ach Schedule 0 to a
timely-flied taK return, along with Schedule(s) K and/or M III order to show the apportionment of the trust or similar arrangement between
the surviving spouse and the remainder beneflclary( ies).
Sl'F PA42021 F 2
RF.\I.1&1~ EX' (1.A7)
CO!lMONWEAl THQF I't'HllS!tV^NIA
IllHERIT ANCf T /CI. RnURlj
RE9IlENT DECfOEIIT
SCHEDULE C.1
CLOSELY .HELD CORPORATE
STOCK INFORMA nON REPORT
eSTATE OF
Marian L, Failor SSN 190-26-4020
FILE NUMllER
1. Name of Corporation Not Applicable_
Ad(hss
City . ~~ __~~
2. F edwal Employer 1.0. Number _ __ ~___~
3. Type of Buslness__~ ~.. ~~~__ ~'.n_~
....State __
Zip Code ~
_ Slale of Incorporation__~_
__ Dale oflncorponlllon ~__.. ~ _~
~. ~ ~ Total Number of Sherel10lders .. .
Business Reporting Year __~~
. ProducVServlce _
STOCK
TYPE
Vollng I Noo.Vollng
TOTAL NUMBER OF
SHARES OUTSTANDING PAR VALUE
NUMBER OF SHARES
OWNED BV THE OECEDENT
VALUE OF THE
DECEDENT'S STOCK
4.
Preferred
s
s
Common
Provide all rlghlll and resb'lcti~ns pertaining to each class of stook.
5. Wes the decedenl employed by Ihe COIporallon? 0 Ves 0 N~
If yes, Position _____.______~~~__~_____~ Annuel Salery $ ___.___.~_.. _~__ Time Devoted 10 Business _____.~________ ~
6. Was the Corporation Indebled 10 the decadent? 0 Ves 0 No
If yes, provide amounl of Indebtedness $ ___~____ ~ un ~~ _..______~__
7. Was there ilIa Insurante payable 10 the corporation upon the deeth of the decedent? 0 Ves 0 No
If yes, Cash SUlTender Velue $ _____~_~______ Ne! proceeds payable $
0'Mler of the policy _________
8. Old tile decedenl sell or trensfer stook of this company I'o1thln one year prior to deeth or I'o1lhln two years If the date 01 death \\lie prior 10 12.31.82?
DYes 0 No If yes, 0 Trensfer 0 Sele Number 01 Sheres __~__
Transferee or Purchaser ______________~_.___ Consideration $ ____ Dale ______
Attach (! separale sheel for mllOnal transfers and/or sales
9. Was there a lWI"en shareholder's 811'eementln effecl al the lime of the decedent's dealh? 0 Ves 0 No
If yes, provide a copy of the all'eerr\ent.
'10. Was the decedent's slook sold? 0 Ves 0 No
If yes, provide a copy of the all'eemenl of sala, elc.
11. Was the corporation dissolved or liquidated after the decadent's death? lJves 0 No
If yes, provide a breekdo'Ml of distributions received by Ihe eslale, Inclu~ng dales and amounts received.
t2. Old the corporation hava an In!ereslln other cOlpOllltions or partnersh!J9? 0 Ves [J No
If yes, report the nec9SSa'y Information on a separale shest, Including a Schedule C.t or C.2 for each inlerest.
THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE
A. Detailed calculations used In the valuallon of the decedent's slock.
B. Complele c~ of financlelstalomen!s or Federal Corporate Income Tax relurns (Form '120) for tho year of death and 4 preceding yelll9.
C. If the cOlporallon _ed real estate, submit a list sho\\ing the complete adchssles and estimated few market valuel9. If raol eslale appraisals heve been
secured. attach copies
D. List of plinc!J91 stocklloldern at the dale of death, number of shares held and thew relalionshlp to \he decedent.
E. Llsl of ollic,,",. their snlones. bonuses and any Othflf benefils received ~om Itle corponllion.
F. Stalemenl of tWldends paid each Yeal. List those declflfed and unpaid.
G. Any olhflf Inform.lion relating 10 tile vaiuallon of tho decedent's stock.
STF P"'~2021F 0
nBV.1M9[:X. (1.111)
COMMOllWEAI. HI OF PENNSYl.VMII^
INHERITANCE TAX HETURN
RESIlENT DECEDENT
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATe 01'
Marian L. F&ilor SSN 190-26-4020
H.n eeut W.. ...... JoIIII wtthln one yta, of the decodenl'e dlle of dtlth, " mutt be reported on 8r.hodull O.
SURVMNO JOINT TENANT(S) NAt.IE
A. Not Applicable
B
c.
JOINT\. Y.OWNED PROPERTY:
ADDRESS
FILE NUMBER
RELlTIONSlilPTO DECl:DENT
LrnE1l DATE DESCIlIPTION OF PROPERTY \I OF DATEOFDEATfI
rrEM FOR JOINT t.WlE Inclldo 08/1'11 of ftnW'lOlIlIrltti\lJ1ion lI'ld blnk l>>;:Q',K1t number or sjrnjw Identifying number. DATE OF DEATH DECO'S VALUE OF
NUMBEH TENANT JOINT A.toh dtod f<< joIn'~""~ ...le~tIt VALUE OF ASSCT INTEREST DECEDENT'S INTEREST
1. A
,
TOT IlL (Also enl., on line 6, RecaplltJlation) S
STF PA.42021F 10
~f m..e space Is needed, Insert additional sheets of the same sae)
REV.HUOEl( t (1.81)
COtlMONWI!.\l TN of Pf.NNS"ltVANlA
INtIl'R,T!lta; TM RflURN
R SIlENT OECfllENT
ESTATE Of
Marian L. Failor BBN
SCHEDULE G
INTER. VIVOS '"RANSFERS &
MISC. NON.PROBA TE PROPERTY
FILE NUMBER
190-26-4020
Th~ reh.dllle mu'l be compleled 000 flied If the on.wer 10 ooy of qu<lsllOIls Ilh",ugh 4 01, I"" fover".KJo ollho REV.1500 COVER SHEET is Y"
DESCRIPTION Of' PROPERTY IIOf' .-
ITEM IHU.UOE THe NAME Of \'WE TMN8FEIUiE, niEIR RELATIONSHIP TO OEOEOENT AND THE OATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMIlER OF T'R.'Mfl!A,AnICHACOfl'Y Of THE oerD F()f{REJrt ESlATE VAl.UE OF ASSET INTEREST (If APPllCABLEI
1. Not Applicable
,
TOT AI. (AIs:lenlor on line 7. Recepilulotlon) S
---- -
(If more specets needed. Insert oddItionel sh..1ll of Il1e seme size)
STF P",42021F 17
REV 1514&X1(1,1I1)
COMMONWEAl THOF PENNS'ttVANIA
INHERITANCf. TAX RfTURN
RESllENT DEctDENT
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
(Check Box 4 on Rev-1500 Cover Sheet)
ESTATE OF
Marian L. Failor SSN 190-26-4020
This schedLlle is to be used for all single life, joint or successive life estate and term certain calculations. For dates of d~
prior to 5-1.89, actuarial fll(1tors for single life calculalions can be obtained from the Department of Revenue, Specialty Tax Unit
Actuarial faotors oan be found In IRS Publloatlon 1457, Actuarial Values, Alpha Volume for dates of death on Dr after 5.1.89.
Indicate the type of instrument which Cleated the future Interest below and altach a copy 10 the tax return.
~WIII []lntGrvlvos Deed otTrust o Other
LIFE ESTATE INTEREST CALCULATION
NEARESTAGEAT
DATE OF DEATH
FILE NUMBER
NAME(S) OF
LIFE TENANT(S)
DATE OF BIRTH
.--
TERM OF YEARS LIFE ESTATE IS
PAYABLE
1. Value of fund from which life estate Is payable
2. Actuarial factor per appropriate table
Interest table rate. 031/2% 06% 010% o Variable Rate
3. Value of life estate (Line 1 multlplled by Line 2)
ANNUITY INTEREST CALCULATION
NEAREST AGEAT
DATE OF BIRTH DATE OF DEATH
[J LIIe or o Term ofYeers ~
DUleor OTermofYeers
DUleor o Term of Years
o Ule or []TermofYears ~
$
Not Applicable
%.
$
NAME(S) OF
ANNUIT ANT(S)
TERM OF YEARS
ANNUITY IS PAYABLE
DUleor []TermofYears ~
DUle or o Term of Years ~___~_~
o life or o Term of Years 'm~~__
Ollie or o Term of Years __~__~
1. Value of fund from whloh annuity Is payable
2. Check appropriate blook below and enter oDrrespondlng (number)
Frequency of payout. 0 Weekly (52) 0 BI.weekly (26)
DOuarterly (4) 0 Seml.annually (2) o Annually (1)
3, Amount of payout per period
4, Aggregate annual payment, Line 2 multiplied by Line 3
5. Annuity Factor (see Instruclions)
Interest table rate. 031/2% 06% 010% o Variable Rate
6, Adjustment Factor (see instruolions)
7. Value of annuity - If using 31/2%, 6%, 10%, or if variable rate and period payout Is at end of period,
caloulalion Is: Line 4 x Line 5 x Line 6
If using variable rate arid period payout Is at beginning of period, oalculatlon is:
(Line 4 x Line 5 x Line 6) + Line 3
$
o Monthly (12)
o Other ( l_____.m___.___
$
%
$
$
NOTE: The values of the funds which create the above future Interests must be reported as part of the estate assets on
Schedules A through G of this tax return. The resulting life or annuity Interest(s) should be reported at the appropriate tax rate on
Lines 13,15, 16 and 17.
(If more space Is needed, insert additional shoels of the same size)
SlF PA.2021~ 14
"""''''"'!''') ~ SCHEDULE N J
COMMONWEAlTH Of PENNS'1tAIM SPOUSAL POVERTY CREDIT
. )HHrRITANCETAJ(DIVI~OH __ AVAI.LAB.~E FOR DECEDENTS DYING AFTERJ2I31/911
ESYATE OF - -. ..-..----..-1 FILE NUMBER
Marian L, Failor
Thla schedule must be comeleted and filod if you checked the apou..1 poverty credit box on the cover .heet.
lfART I. CALC~l.Anot1 OF GROSS ESTATE - -
- --.-...--. .
1. Taxable Assellllotal ~om line 8 (COVOl sheel) . 1. Not Applicable
~-
2. InslKeHce Proceods on Life of Decedent. ... 2.
3. Retlremenl Benefllll .... ..,. ... ... .. "..", ...., ",.. ...."" 3.
4. Jolnl Asselll ~Ih Spouse "..." ... .. , . , . , , ....... ...,. .. .. ..".." ,." "., . , , , . .. "'" ~ f--
5 P A Lo"erv Winnings ......... ... "... """'"'' ,,",,'" .. . . . . . , "',,"" ..",,, 5.
-
..
6a. Other NontaxaIJle Assets: LlsllAlI'ch $Chedu~ if nec....ryl 6a.
6b.
6c.
6d.
6. SUBTOTAL(Llnes6a,b,c,d).. . . . . . . . , , . ... ......... "". ,....... .",,,,, ..." ..,.. 6.
7. Total Gross Asselll (Add lines 1 thrll 6) .. . . . . . ..... .. . . , , , . ".".. .."" . . . . . . . . , . , 7. 0.00
6. Total Acluel Liabilities ,.," "".."" ... ... ... ...,. ... ......... . . . , . . . . . . , , . 6.
O. Net Value of Estate (SuIltraclllne B ~om line 7) .......".."" ................... .,,,...., O.
IIh 9/J /hen S2oo, coo . STOP The8S/./e I' no'Ej'bJt to c/elm tho coot "not continut 10 Part II. 0.00
1I"/IIltl II' . 'JOiNt EX MPTIONINCOME. (Atlach copleaofFecleraI IndlVldual Income Tax Return. for J
decedent and . !(luse,)
Income: 1 TAX YEAR: 10 2. TAX YEAR: 1~ cL- TAX YEAR: 19
a. Spouse . Ie. - 2a. 3a.
b. Dee6<1enl . lb. 2b. 3b.
c. Joint.. . lc. 2c. 3c. -
d. T8l( Exempllncome ld. 2d 3d.
e. Other Income not
listed above . Ie. 2e. 3e.
! Total.... . ,.",.. 11. 2f. [3f.
4. Averell" Joint Exemption Income Calculation
40 Add Joint Exemption Incomo ~om above
(lQ
___ + (2Q
+ (3Q
.
( +3)
4b. Avere~' Joinl Exemption Income. .
If line 4(b) Is (}loa/er Ih/lll $40,000 - STOP. The ..state Is not eligiblo to claim the credn. If not, continue to P/IIt 111.
IPART III- ~;~':TION bF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
-l
1 Insert smounl of taxable transfers 10 spouso or 5100.000. 'M1icheVllIls less
1
2. Mulllp~ by credit percentage (see Instructions) 2.
3. This is the amount of the Resklont Spousai Poverty Credit Include ttlis figure
In the calculation of total credits on line 18 of Ihe cover sheel. . 3.
4. Fill Nonresidents, Mtlllthe ratio of the decedent's 110ss eslala in PA to the value of Ihe
dececJant'sl1oss eslale . . . 4.
5. Mull\lly line 3 by line 4 and entllltho lolal here. This is tho amount of tho Nonresident Spousal
Poverty Credit Include this ligure In tho calculotion of 10101 "e<lls on lino 18 of tho COVill sheet 5
STF PM2021 F HI
nNIPI'llttT
..
'_r
IlACf(1HK
I
J
"
"
~
,
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I
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I
This is tu n.nit)' that the infllflll.ltlllll lin{' ghTll I~ i./llll'l'tlr (opied frOlll ,Ill (lli'~ln,d [('J[dll,ltl' pI' de;llh dilly nlrd with Illl';I\
I.o(:al RcghtrilL 'I'/h' nngillallnlil1l.ltl' will 11(' 11I1W,II-dcd III 1111' \tout' \'it,d I{,'( llllh {l(l(\ l' I~Jl pNlll,llll'lll filing,
WARNING: Ills Illegal to duplicate this copy by photostat Or photograph.
I\~{' f(Jl' thL~ l't'l'tifllill{', ;~,~.oo
.-JA"'tUtLlk~A~~t:j.
1,llral Reg!_,;!!'ar (". .'-if
4088050
"__"I 'I
'.:.1ff.''zi(l'kl~i /~, /Yf1
tlLl"I" .
No,
Hl0614311~ 11I17
COMMONWeALTH Of' PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL REOORDa
CERTIFICATE OF DEATH
N..... OfOftlOlmlf'lI Mo<dt.lMl
, Marian L. Biddle
.\oi!l"a.....,.. ~I
-
IWHU""-"
'f IOOCLfll MCUAlTY HtNtfIl -~~If......t>Iy."'l
Failor . . smale . 190 - ,26 -~~--1'.f"Jl'''''ll'l 1'1 I.
.1I1Do1r OAfI!OIlIIIllll IlftlHl'lAC(!CtyiPd 1"lACl0lllf:.cf1fj("~"",,,,,0N_"'_l>C1omI"""'-' ,~
0..,..- ~WInYw Il....'lhOfI_' Slal<lQlh>"",co"'\II~IpA UOll'lw.. - _ ~___~__~__._
__1_ ?/31/1918 Mechanicsburg ~1o.nd.J l~lJ tlQI,LJ :=....~ ""-U ~1[J
Cfr'(.toAo.~OfOfAfH -J:~".'ILlTYNAIllEI~"':h"""". ."....H1Mll,.o'nllIo, 'M~!!C~tMf'I\lOO 1M ,"--'~~~~'
"""lJl1 ...O",.._~C,__ I whit.e
Cl.mberla~ Middle.ex Twp. ,', i"U':}/lcsr~'" /1'''1'' _ ...___..
OIct Hl U' [KIHOOFM~$l>ilNlJuanw Wl\OCC{()(nkVlRIN DECEDENTSfOUC.Q'1ON ~~~::.~ ~1I'OU1II
-~~J::'%"',::.'.1:rr - . --- .~- U ~O W ~~~IIUIIl~.. ~~ {1____1
~tl18ft~____ ~5-J--_-_I!.:~:-~--- ~J.'- __~~.__. widowed
QfCtltlf:N1IWA1lIlfQ,o.p,"/NUjfdo"" Ccyi'-l 5<M f"C"'''1 ~~~~N18 11. S1... __1'A . ____ _ ~ Pod H. fiel..... ....IMI.....In....Midd~_~_.__h.___._.......
315 C)arooont Dr. I~~='~~"" ~
I (".8r1J8~...-PlL1NlJ______ ......:v_""~_..!!!.L~.fUlnbe.rla.nd_ _ I<>o...nlp1 If.fJ:....""'.:"::".:::OL
'1lJ1iE1'l.SN......lf.l!....,.luj loIOllffll'lllW.llilf..~I......\s...fIItI'l.1
JLoM;..~a'i _~m'lard_ Biddle_~__..___~._,______ 11~'1d f.tl~!L~_._~______
'HI 'lNAAII\, r'4 I/t~OfIMAI;T'lloU.lllNQ U~~.s....t",........
""'-- Kay Mll~______.__ ~____ ..&~)'!,U!.ial1lB Grov~ Rd~. 7':':;;\~.!...~~-
......,.-...-..- ~I""IllBI'08111OH I'lAOt.....OIDruo1<TlOfo/ "-o/~ '~1 ....._n,1iOW
......a c._C] 1'I6m<l."~OO181ol.[J l""'-llfY_l 0'0.....1'*,
~D 0UItIl%>1IC1y1-_.~____. .____._.__....fj "eb~997 RO~U Green Cemetery Lower Allen 'IWp., PA
HIHllW.~ iNiik~RllOH lNO~i"1 JllCE"KN~~-. - Nwf'IICIlOONSlIQlMClI.ITY -- JL.:::8~ket Plaza Way
.< .. 0116b7 L lpe..i Funer.lllcxoo 2 .--w. .
o/"'Y."';;;"""'~0<<';'~4111141.;;'jd;;;;;;'-pit..~._.. -ElCfNIlI~1I - 9--
401'011<041 1......_1
...H.......""......."" 1 OFllImt~-=-1~;~pl\OllOON(:.fii"i.il140IM"'..TO.Y;-..I-----~ \WJIlMlnrfIMlolOr.wDlCAi'I ";i1----~
__--.-.MIIII ,,"{J ..~
.It.-_~-----5:.\~.!... __.~~"!:.il_ -
r:,or::.=::~~---""""."' (lu"'I...." It>o_14 ola;<ng m:h..I"......'.'l>O."'14/'... .,..,._.. M4;l 101""', .::::::::... "'"" ~~~.;"'-=:~
lon...w....
,---- -.tii.iin)~i~~~~~:€c..l ., --~.~-----_.-----..-- --t----.----" CoP~ __._~~_~___
I.b---'-:~,ioo,~-.~.'~,',"'....'Of.,',-~.",~,~,l~-',l .--.-.---,. .------.t---.-~-.. .~--..----~-..~._.~----
'--"- "~- ~ ... ~._---~_...._._--~..~-~--+-,._~- --~------~~-_.._-...
'--- __L.._
~~,%:' ~'~~~~._~:- i:~~~"~:rn- ,..,,-. :-;::!~ ,,--....,-...
.....U Ho~ "!to'" I) ~.........<l<l..,,"''''' {lmci;('lf',tjJUnY-Al"'nW"',"~'-.,:ojliC;!!-""---'llOORlON""_C;~_._'----._._---
:r,.,.".~"",,~" ...__.__.....!L_ _ ~n _ ____.. ~ ~~:~~ _ hiiWUNAHOTliil.ot~-----'9- ~__
'can""IMG,,"~~lf""""-_"I"'.'II("'''''_'''''''''''''J'''~'I'''''''''~'!-O'''-''''''''I'....'....In..,,.41.Lu.''IJI !~.J ..~.. _ /' A
te....."'u,l.v-......""'NroI.........."'...<fll~.I............/04....~lH ...-.,........''',.,....,.'''' _ I.... .__.___.... . _' I'f~
UCt~M~1l iiiiHiib~o..,._1 --
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-AAIOAOORIISOI,rllIOHWlIOCbt DCNJUDI''*....1f
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'~~CIfIIIl'YlHO'IIVIlC..NI'l"""....'I."'"""..-...,...,.."",,.Ic"'..,."'..,._.,,"'01 <1/I0I'{
lo.........,..r...............IIlMCIW,...I...._....., ,....,1............... ""UUMI.j "'" """""""41"
.lMDM::A\..r......I'lICOfIONIII
OlI...IIatIlIM..MI/~alloll.,IIIf...-lnv."lilllk>",I"...r"9lnk>n.lIlllh~"y/'"II.llh.I'"",1I11""'lIpll(,,lnllllu'lo'hO'lu"I'I"'"
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!!...-.:'_!!:~~~,V,; j!j.:,I''':;ry..
"
1.1:/63-1/
COMMONWEALTH OF P[NNSYLVANIA
DEPARTMENT OF REVENUE
8UREAU OF INDIYIDUAL TAXES
INIIUHIANCf, TAl< Oll/ISION
OlPT, 2110601.
flARRISBtJlW, f1A Hlla-DElDl
NOTICE OF INHERITANCE TAM
APPRAISEMENT, ALI.OWANCE OR DI5Al.l.OWANCr
OF DEDUCTIONS AND AS~rSSMENT Of TAM
DATE
ESTATE OF
DA TE OF DEA TH
F% L E NUMBER
COUNTY
ACN
12-08-97
FAIL OR
02-14-97
21 97-0179
CUMBERLAND
101
I~=~.~~:~~=~~-=]
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ...
REV: isijj-ii(- Ai:ii -foij:97Y-NOYicE--oF-YNHEiiifAtlCE"YAx- iiPPRiiisEj.fEN'f; - Ali."OWANcE- eili- "----- -----" - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIAN L FILE NO. 21 97-0179 ACN 101
KERRY J SPANGLER
1340 VALLEV GREEN RD
ETTERS PA 17319 - 0259
ISTAn OF FAILOR
TAX RETURN HAS I I ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BAseD ON: ORIGINAL RETURN
1. R..I e.t.t. (Schedule ~)
2. Stock. end Bonds ISr.h.dul. B)
5. Clo,.ly Held stock/f'artnership X"bre.d (Schedul. C)
4. Horig.g../Not.. ~.c~iy.bl. (Schedule D)
S. Cuh/O.nk Deposih/Mhe, Perlon.! Propedy (Schedule El
6. Jointly Owned Prop.,'ty (Schedule F)
7. Tranafare (Schedule G)
e. Total .....t,
(',
~rIA
Ij . '\
...?1. .r;.
l"II./(II"(1t..1I
MARIAN
L
( XI CHANGED SEE ATTACHED NOTICE
DATE
12-08-97
III
12)
13)
(4)
(S)
(0)
(7)
,00
.OQ
,00
,00
40.702.00
,00
,00
Ie)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expans../AdM. Costs/Hisc, Expanse. (Schedule H)
10. nabtl/Hortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12, Nat V.lu. af Tax R.turn
l!L Chal"Uabl..IGovernltantlll 8aqu."h; Non-alachd 9113 Trusts ISchedule J)
14. Nat Value of E.t.ta Suhjact to Tax
If an a..essmunt was issued previously, lines
reflect figures that includ~ the total of Abh
ASSESSMENT OF TAX:
16, AMount of L Ins 14 .t $pouul rat. (15)
16. Anount of Lina 14 taxable .t Line.l/CIIl.1 A rei. (161
1 '7. AMount of L Ins 14 taxable .+ CoU.tard/Chu B ret. (17)
18. Principal Tax Due
TAX CREDnS:
PAVMENT
DATE
08"22.:97
08-22-97
08-22-97
NOTE:
RECEIPT
NUMeER
AA211670
AA211671
AA211672
DISCOUNT It)
INTEREST/PEN PAID (-)
.00
,00
.00
INTEREST IS CHARGED THROUGH 12-23-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
I')
(10)
12,980,00
NOTEI To inlura prope,.
credit to your account,
sub_it the upper portion
Df th1. forn with ~our
tal< pay...nt,
40.702.00
1?9RD DO
27,722.00
,00
27,722.00
14, 15 and/or 16, 17 and 18 will
returns ass.ssed to date.
,00
1,663.32
.00
1,663,32
1,633.32
30.00
,29
30,29
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
( IF TOTAl. DUE IS LESS THAN n, NO PAVMENT IS RElIUIRED.
IF TDTAI. DUE IS RfFLECTEb AS A "CREDIT" ICRI, YOU MAV IE DUE
A REFUND, SEE REYERSE SIDE OF THIS FORM FOR INSTRUCTIONS,)
--.J!Jl
Ill)
(l2)
113)
(14)
,00
27,722.00
,00
X . DO.
M .06.
M . 15._
(le)
AMOUNT PAID
756.66
756,66
120,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RESERVATION I
I'IJRPOSE Of
NOUCEI
PAVtfENTI
REfUND (CA) I
.
E.t.t~. of d.e.dent. avlht on or b.for. O.o..o.r It, 19'2 -- If .ny futur. intlr..t In tn. ..tat. 1. trtnlf.rrla
In po..... Ion or 'njo~i1.nt to el... " (eoll,t.r,l) b'l"'lol,rl,, of the a'e)ld.nt ,ft.r the uplr.tJon of .n~ ..t.t. for
lIf. or for ~"r" the COlllllOnlll.l1\h hlr.by IMpr...h r...rv" the rJetht to eppreh. .nd ...... tran.f.r Inhtrltlnel T.It..
It thl llwful ell.. " (ooll,t.r,l) rlt. on .ny .uah futur. Int.r..t.
To fulfill thl r.quJr...ntl of S.ctlon 2140 of the Inh.rJtlnc. and Eltlt. raK Act, Act 21 of 1';5. (12 P.S.
s.cHon 9140),
O.t,eh th. top portion of thl, Notlcl Ind lub,lt with ~our ply,.nt to th. R.gllt.r of ~llll prlnt.d on th' rlv.r.1 tldl.
--H,k. chick or .on.y ord.r plytbl' tOI REGISTER OF MILLS, AGENT
A rlfund of a tlX crldlt, which waf not rlqul.t.d on the Talt R.turn, lilY bl r.qu..t.d by COlllpl.tlng In "Appllcltlon
for R.fund of P,nntyJylnl. Inh.rltane. Ind E.tlt. Talt" (REY-1S1])' APplicatlont ar. Ilvallabl. at the Offlc.
of th. R.al.t.r of Will., any of the 23 R.v.nu. Ol.trlct O,flc.., or by cIlllna the .plcJII 24-hour
anawlrlnv IIrvlG' nUlllb". for forlll. crd.rlngt In P.nn.Ylvanla 1-300-362-2050, ouhld. P.nnlylvanl. .nd
wlthJn local Hlrr1tburg ar.. (711) 181-8094, TODf {1l1l 172-2252 (Hurlng IlIp.lrQd Only).
OBJECTIONS I .ny party In Int.r..t not l~tl.fJad with th. .ppr.l....nt, allowanc. or dl.allowancl of d.duotlon" or ........nt
of tlX (Jncludlng dl.count or Jnt.r..t) .. .hown on thl. Notlc. llIu.t objlot within .Ixty (60) dly. of r.ceJpt of
thl. HoUc. bYl
AOHIN
UTRATIVE
COAAECTIOHS I
DISCOUNT 1
PENALTlfl
INTEREST I
--wrltte~ prot..t to the PA O.part..nt of R.v.nu., Board of ApP.Il., D.pt. 281021, Harrl.burg, PA 1112'~1021, OR
--.Iectlon to ""V. the IlI.U.r dateralntld .t a~ldit of the account of th. per.onal rlprellntatlVI, OR
-'IfIPIII to the Orphan.' Cnurt.
F.otu.l .rror. dl.cQv.r.d on thl. ft.......nt .hould b. .ddr....d In writing tOI PA naP.rt.."t of R_v.nu.,
Sur.au of Individual h)CI8, ATTNI po.t Au......"t R.vl.w Unit, O.pt. 230601, Harrltburg, PA 171Z3-0601
Phone (7171 rl?-6S0S. S.. pagl 5 of the bookl.t "In.tructlon~ for Inherlt.ncl T,x Return for II R..ldlnt
Olc.dent" (REV-ISDI) for an ~ItPI.n.tlon of Rdllllnl.tratlll.ly corr.ct.bl. Irror..
If IIny tax dul I. p.ld within thr.. (]) callndar ~nth. aft.r the d.e.d.nt'. dI.th, . five p.rc.nt (SX) dl.count of
the tax paid It .llolitld.
TtlII 15le hlf MM.ty nnn-partlcJpaUon p.nalty l. COllfJutld on tha tot.l of tht tu and Int,,"t 1I.....ad, IInd not
p.ld bafor. January lB, 19'6, thl flr.t day .ft.r thl .nd of the t.x IllIn..tv p.rlod. Thl. non-p.rticir.tlon
ponaltv I. IPo.alabl. In the 'a.. .ann.r and In th. th. .... tJ~1 p.rlod a. YOU would .pp..1 th. t,x .nd Int.r..t
th.t ha. b..n .......d a. Indlc.t.d on thl. notlcl,
Intar..t I. ch.rOld bMglnnlng with flr.t day pf d.llnqu.n~y, or nino (9) IlInnt~. .na on. (I) day fro. the dati of
dlUh, to the d.t. of paYIlI.nt, Tlx.. which b'CI'lll1l dtIJncw.rlt b.fore January 1 i 1982 bIBr lnh!ra.t .t th. rill of
.he (6:<) perc.nt p5r annuli clleul_tad at a dally rata of .000164. All taxII which b.o.., dal1nqulnt on and .fter
J.nulry I, 1982 wll1 bIBr I,..t,,"t at 3 rat. whl"h will ..,try frOIl tlllender vear to calendar yenr litlth thllt rtt.
announc.d by the PA O,pDrt~lnt of R.vanu., Th~ appllclblq Int.r..t rata. for 1982 through 1991 Dr'l
'!.!!.r InUra.t R.t. DallY Inter..t Factor ~!!! In~r..t Rat. OailY Interllt Flctor
I'IZ 20X .000543 lU1 ,;: .000241
lU3 16:< .DOOUI lUe-1991 11;: .000301
1914 11X .000501 1992 ,y. .00U41
19A5 15;: .OD03S6 1993-19'~ 1% .000192
1986 10;: .000274 ",S.1991 I);: .0002~1
~-Int.r..t it r.IIClulat.d to follow'l
INTEREST . BALANCE or TAX UNPAID X NU"BER or DAYS DELINQUENT X DAILY INTEREST rACTOR
u-Any Hotlc. 1.lu.d If tar the taK b.co... d.linqu.nt will r.fllet an Jnt.r..t cDlculatlon to flftl.n (IS) day.
b.yond the data of the a.....IlI.nt. If paYIlI.nt I. ..d. aft.r the Int.r..t co.put.tion data .ho*" on the
Hotlc., additlon,1 Inter..t INlt b. ulcuht.d.
PAVHEH'I' I
Detach tht tDP portion o~ thlll NoUce and .\.IbIIH ..Uh yttYr paypnt lIadt payable to th. nee .,d eddr...
prlntad on tha raver.. .1da.
If RESIDENT DECEDENT allklll aMok or IIfmtlY ordar payable tOI REGISTER Of WILLS I AGENT.
If NON~RESIOENT DECEDEHT aaka choek or 1I0nay ordor plyabll tOI Cot1HOHWEAL TH Of PENNSYLVANIA,
REFUND tCR)1 . refund of a taK crldlt, whlon WI' not raqul.tAd on thl Ta~ Return, aay ba rlqu8ltad by c~lltlng an
"APPlloatlon for Rafund of Pann.vll/anla Inharltancll ood [.tat. Tux" (REV-Ull). Appllol'Uonl ara tI~allllbll at
thai ClUlu of th41 Rlglshr of Will., BfW of th. Z1 RUYlnul [H.trlnt OHiou or fro. th. O.part""t'. Z4..hoor
an....rlng ..rlllel ~r. for for.' ordlri"SIl In Pf;llnlylyanla 1-800~362-20S0, outside pann,Ylvania
end within l~c.l H~rrl,burg ara. (717) 787w8094, TDnt (717) 172~Z2S~ {He.ring l.pairld only).
REPlV TOI
DUlltlon. rlyarding '1"1"01'" contaln"d 011 this natlcI .hould ba eddr'''lId tal PA n.plllrt..nt af R.II.n~', Bl.lr.DU
of IndividUal Tax." ATTHI POlt A~lev.~.nt Rovl.w Unit, D.pt. 280601, Harrl.nurg, PA 17IZa~0601, p~
(711) 181~6SIl5,
PISCOUHT I
If any taM due if. pa1d within three C~) Cluhmdar ..Oflthl aftllr ths dee.dent'. d.ath, II flva p.ro.nt (S);) dltcount
flf tM te)( paid h ~llow.d,
PENAL TV I
T~ ISX tl~ .-no.ty non~p.rtlr.lpatlon p.nalty 1. cOMPut.d on tho total of the t.K and 1nt.ra.t .......d, and not
paid bIIfor. J~lry 18, 1996, the fir.t day after t~ and of the taK ..ne.ty period.
INTEREST I
Interut it charGed b'Glnnlnll with flr.t day of delinquency, or niM (9) tIOI\th. .,w one (1) tUly frOll the d"b of
death, to tho data of pay..nt. TaKe. which nee... dellrc,uant before January I, 1962 bemr Intor..t at thl fat. ~f
ilK (IIi:> p.rCl,n1: per ",nnull calculat.d at a dells' rat. of .000164. All b~la whloh bee.. delinquent on end aHer
Janva"Y 1, 1982 ~lll baar tnter..t at a rah which wBt very frOll eahmder year to (lI!Ilandllf y..r with that rat.
.,~o.d by tha pa Depart.ant of Rev.nue. The applicable lnt.r.st rat.. for 19ftl through 1996 arll
Vaa" Intar.,t nat. DallY Int.rast f.ctor Ve.r lnterut R.ta O_Uy Inhrll.t flClhr
--
1912 20i( .00D546 llJA7 OX .000247
19aJ 16i( .000416 19&1~1991 11i( .000101
196i1t lU .ClOnOl 1992 tX .000247
1915 tSX .oons' 1995-1994 'X ,000192
10.. 10:< .OOO27i1t 1995~1996 OX .0002-.1
-~Int.r..t 11 o.1clullted .. fllUOWSI
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAlLY INTEREST FACTOR
R"My Motle. l..~ aft.r the b)( b8CQCtlI' d.l1nqulnt wllt r..fl.ct 11I'I Intaralt nlcuhUon to flftrlan US) ___
"yond the det. of thtl ....u..nt. If P'YHnt Is .~ .ft.r the Inter..t COfIPUtaUon data ttwJm on the
NoUee, additional Intlr..t lIU.t bll c.lllulated.
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UNiteD STATES PO$TAL SERVICF
~._._.._~--_....~--_...."'-~-,,--,-._~...--,..__.,_.,...
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FI"t.Cla.s Mall
Po.tage & Fee. Paid
USPS
P.,mll No. G.10
. Print your name, address, and ZIP Code In this box'
AiTN: V, l\ANk-'
'RrtjISrL~ OF \'J I~)
I COU.RTI-\1lu~r:- \XL.
CkRl_I~L-~1 PA. 17013.
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