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HomeMy WebLinkAbout97-00183 ~ "CX:;) ........ . o Z .~ '0 CD -& ... c.::, lite IU.-J '){ PI~TITlON f'OR I)ROIIAl'E and GRANT ()J<' I,ETTERS &Iale of _ffi_~l!'____I.'h_t~(C:!J-l:~..:,_ No, ___Q.2J ____q.'],_=..le_~.__ also known os ,______._...m_...._. ._~,. To: ____.~_____.___.____mm_._..._._. Register of '2')115 for thel. .I --7-'~'---.----~ Dccea.ffd, County of _.!-l.'..!.\Le," (o/v(' In the Social Security No. -Lt::lQ..:..1.....?...:_.3l.i:,2..._ Cornmonweallh of Pennsylvania The petlllon of the undersigned respeclfully represents that: Your petltloner(s), who Islare 19 years of age or older an the execut.\2I.L-_ .__ named In the last will of the above decedent, dOled _.~!.I'; ~ "')I #1t!....l!:!.,t~__, 19~ and codicll(s) dated .____________. (U8IC relevant circumstances, e,g. renunciation, death of executor, etc.) Decendent was domiciled at death in C" ", 6:=t::!1L;v qI CountY., Pennsylvani~, wllb her last family or principal reslde))ce ~t ~ ""~~rMt I?-cl,' C't>rhs.lc f,A . r..:,1..,.'/t'IIt.-_ry. 7 ~ ' (list sltc('{, number and muncipalily) DJicendent, then C-.R years of age, died _JCl. 1'.(0. "'rv Z- '7 ,ILZL.. at~6.',..I(j^'tf t:~.,..,y~ /Y~rl'J;."".y &I)lll. _~_.___ . Except as follows, decedent did not marry,'was nOl divorced and did not have a child born or adopted after execution of the willoffmd for probate; was not the victim of a killing and was never adjudicated incompetent: __'__' Decendent at death owned property with estimated values as follows: (If domiciled In Pa,) All personal property (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: .I9 &Nr"cI ('C..,/ t" It ,../1 !. I.r .-r"2l $ /0.<-'00 . $ $ $ ~. 0<'0 17013 WHEREFORE, petitioner(s) respectfully prtlented herewith and the grant of letters theron, request(s) the probate of the last will and codlcll(s) h ~kJh~llVk"'lJ > (testamentarYi admillhtCllllon c.t.a.: a.dmlni,tratlon d.b,n.c,t,a.) I~ "'u 8 l= ~~ l>'~ a Q J tj)at"~;"'/ ~.:. ,Jna~-,< '7'10 /S/",s..,.v,/!p. NA-v.lllh . PIJ , , /Gc''l cI 17?'iI-BJo2.. = - OATH OF PERSONAL REPRESENTATIVE ~g~~T~N~:~A,l,~~~_~.' .~ENNSYLV ANI~_ } ss The petltioner(s) above.nall.'ed ,wear(s) or affirm(s) that the statements in the foregoing petition arc true and Correl:l to ihe best 01' Ihe knowledge and belief 01' petitioner(s) and that as personal represen- lalive(s) of the above decedent pClitioner(s) will we~und truly administer the estat, aecordlng to law. (j '\ f,~ .~) J. ' sw, om to, or, affirmed ,jnd,S, ubscr ibed {' -4. h, .'<Cd t' ,/1 1l:.~.J't4~' ~ b~ re me Ihis __..!..!:L.....:......_, "ld!?,~f ~' I; '-----~-1Il/.-.t9 ~ .., 1,1 f)PU. ,o..~, _ [,:. - ~ , e" (I)l ('r ~ Register _.__.._~___...__ ~ ! b-. I Co 3 - 6 21-97-18:1 I'lli.. l, HI (Clllt\' lli.1! the lldllllll.lllllll 111'1(' 1'.1\1'1\ I, I (lIll'\ III' Illpl(.,f 11<1111 ,III 11111',11),11 ("I(ill( ,III.' (d d\',l!h dId\' !lIcd widl Illl' ;1\ II 'I 'I' II I I I I ,Ill: \1.1\\ \'Il.d I{i"' (JilL ( 1111' (' lill Ill'! 1I1.11I{'Il1 lililll'" IIH.d f(t'I'J';II.lI. ll' (lIi!,'."l., ,,'11111.11(' WIll' 111\\',111 {', In .. WARNING: It is IlIllgallo dupllclltll this copy by phol091111 01' photograph, No. (iliiii';,,,,,;,_ ';i,'il(~\1\\ Of pl.t"~ ~~',~"',"f,/.',.~ ~oL . ~~'~ \-.~,;.1 \~...' 'I" ..~l '11(-._ ,_' -~l-' ~,pl"'tNl ~\ ~~"" ' '~U1/1LlllJlJi-' ...-....,.. I~ \:\. ~~),.\"c.~~~)./ I j",1I Hq',iqt,ll I'n' l(llthi... U'llilh,lIl", 'l!/ O() 4024413 . ,JA-tL?5u.nL 11"", 1110t I~I'I..I/" COMMONWSALTH OF PENNSVLVANIA. OSPAATMENT OF HEALTH' VITAL 'UIOO"08 CERTIFICATE OF DEATH '" _IH' IMt ~.J,I~ . 1,.,\ld<Jt.\dl " filaria J, Mnr'ks _Q(I".o._1'I v tlY v -1"" ....... 68 .. I\llIn,'LACI:[(orylAd S~'OI'OI"'1'C""""~1 Adams Count Penr '~CI~1T'r /'l~M[ IWI>;("'I'MM, 9"'t "'''IIIIlI>I.nt''" ". .female , I PfA,THI(;~' HOIl'l L- IroptlOllllO II"('UMIWM~ IOCIA,L S(CUAlf'I' MUWUII .-JO""Of'OI.AfIl~'Ob"'J 180- 22- 3169 ..fi",...{ J1 /QO Qf>lI-......",'"-""<."NlW'...._ ~IO . .' )1 Cumberland , orClll!~il'f/J.l.OOflfIi6ISrl",C~"'''''~''''''I..,r......, E"",&~~~ lot~~';:~~IIlo~::t~ Cumoel'Und Count '" White Il.Ill'o'IWKItHlUU ,."'",,,...................1 59 Conrad Hoad " Carlisle,Penna,1701) ;;(j;iii>i'Ni"i,ji";i:;-u;,:;;-:-;;;;--'-'-'-~---' Homo DfCEllHfT'5 .CIUlL n[S'OE~[ ''''''''''''''.0::''''' M.""""',-, eBex ,., \TD.Cn.,"'l'_ = , ... 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COMMONWtAllIl PfNN&VmNIA OUWllMl:NT Of RI Vi Nil! D[ PI ~lIOOOl II..... 'U 11' P II 1 Ofr.rOfNl'fINo'.I.II-IIASI, rlRflT, ~nMlJf,u-INl1lAtl U.I~"" bird ~~~""wmk II! ~ i o ~ ~~ "'Ii. 1I o o REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT fMNllMIIEr:JR 21 1997 0183 14Uil'1ol !:E w @ o w o MARKS, MARIE .I. IlOCIAl B!:Cl.IRITY HUIDR -'-"'~'"---DITtor OfAi~'-------~- [lA'!! or AlRlIt I~?_L:=-l? 16~~ 27, 1997 1.APRII, .6,1928 __---1 If" AJlf'lICNllff IIURYlVtW SPOlJ~['SNAMI: (lA!lT, r1RS1..4HO t.lIOOlE So..':lAl SECuRITY NUJ,IlfR 'T-rHSRETURN MUST 8E FILED W DlIPUCAfE .rH THE ':~~_~:A __________l__~ I __~ RF.GISTE~ OF WlLLS__.__ J8I 'ClrIgh~Rotum 0 2.SuW~menlolR.lum 03 R.malnoorR.luml"""""""."'><" o 4 limited ,,1.1. 0 4.. Fulure Inlereot Camproml..I""."........ """") 0 5, F.d.rel Eal.I.1" R.I"m Roqulred I8l 6, Decedef11 Died T..I.I.I....""'''WO} 0 7. Oeoedenl MaIntained. living Tru.II_'""," ''''''l Q. 8. 1u1al Nurrberof 5.,. Deposll Bo,.. o 9, lil~81i<l11Pro_d.Recelved 010 Spouaal Pov.rt'( Credit ""',,__ "'''''''''''''''1 0 II, ElecUoolo la, under Sec. 91 13(Ali""'h 8<h 0) nils SECTION MUST BE COMPLETEll, "LL CORRF.SPONDENCE "NO CONFIDF.NlI"L TAX INFORMATION SHOULD BE DIRECTED TO: NNA': COt.f'lf.'EtN;I~ESS- DAVID E. MARKS ffH.INAMI: lr~l 410 BLOSER VILLE ROAD NEWVILLE, PA 17241-8702 1, Real E,IaI. (Schedule AI (I) 2. SlocI1. aod Bood. (Sct1edu~ B) (2) 3, CIoee~ H~d CorporatIon,P8II"""hlp a< SoIe.prOllllelO!1lhlp (3) 4, ~ag.. & Notes RecoIvabl. (Schedu~ D) (4) 5. Cash, Be"" Oepolllt& & MlacellaneotJll Personal Propert'( (5) Z (Sohadul. E) 0 6. JoInlly Owned I'rope<ty (Sd1edu~ F) (8) ~ 7. Inlor.V"", Tmnefllfl & Mlacellaneous Non.f'rQbal. Property (7) ::I (Sct1edu~Ga< L) I:: 8, Tel.' Gross Assets (Iolal LIr\88 1.7) ~ 9. Fu_1 Expanses & Admlnl.lrative CosI. (Soh.dul. H) (9) I U w ~ 10. Dobl. of DeoedllOl. Morlgag. Lleblllti.., & L~na (Scl1edul.11 (10) 11. TOIII DecIucUos1s (Iolal Lines 9 & 10) 45,000 00 :")" S q' ...0 CX) :tl :Ocp i'\ t, ..~ t...... ,,'i F h) 575 00 Cl 34,277 21 CI> r:':l -.J " ..-t, 79~J (8) 13,257 02 53,516 75 (II) (12) (13) (14) (15) (18) (17) (18) 12. Hat v.... 01 ESlAle (L1.. 8 mlnu. Line II) 13. Chantabla.od Governmonl.1 BequeslsJSeo 9113 Tru.ts fa< whloh an election 10 I" hes nol be.n 66,773 77 13,078 44 14. IIeI V.... SUbjeClID Tu (Line 12 minua Line 13) 15. Amounlolllne 14 luabler- -I .llhe .pou.eI tax rei. L- --1 Stteln&tructionaonrllVflftl8~IeD8fC&/l18CIe 16 Amounlofllne 14 taxable 13.07j8 44 al 8% ",Ie _ 17 Amoonl of line 14 taxable 8115%1810 18. Tllll Due 13,078 44 1-:0- 1:06 ,15 784 71 784 71 19. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < lkKhr pIOllIIiel 04~, I rteckre Ihsl hM..mn.d 1M r9ilm, lr'Ic:Mklg ~~ng lldledle& lIfId c1lJIenWlts,-and kJ the bool of my kMwkldgB IIld beflel, i1 is true, carecl m oomplMe Deollnlm 0( prep8W other ~.~oo"itformllmofwhd~.lI'lv~ SIGNA LIRE Of PERSON RESPONSiBlE FOR . .ING RE1L11N ADDRESS I / DATE 410 BLOSERVILLE ROAD, NEWVILLE, PA 17241 7/20/98 ----------------- ._~-~ SIGNATURE OF PREPARER 01HER 1f'AN REPRESEN1AHI'E ADDRESS DATE J?ece<!!!11~_ CO!!'J>I~!1l Ad~.res~.~__~._ S1 RfI r .AJlORF. s.~ _---.-22 CONRt\.!2JiOA12-_____, em CARI.ISLli Tax Payments and Credits: 1, Till< Due (P"l/(\ 1 Line 18) 2, CnKlillIIPaymenls A Sflou981 poverty Credit (1) 9 Prior Peyrnen'" C. Discount Tol8I Credll9(A + 9., C) (2) 3, InterellWenalty if llI'Plk.8b1e D. Inwest 51.56 E, Penetty 4, Tol8llntefesWenally ( 0 + E ) (3) If line 2 is greater Ihen line 1 t line 3, enlsr Ihe li"efence This is the OVERPAYMENT. Cheek box on Page ~ line 19 to requeat e mund (4) If line 1 t ine 3 is lI'eelef lh8n line 2, enlsr Ihe li"erence. This is Ihe TAX DUE, (5) A Enter !he Inlsrealon !he tax due (5A) 9, Enter Ihe tol8l 01 Line 5 + 5A. This Is Ihe BALANCE DUE. (59) Make Check Payable to: REGISTER OF WILLS, AGENT 5. I PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a, relaln the use or inoome of the property transferred;.. ............... ..............."...0 b. relain the right to designate who shall use the property transferred or Its Income;." ........ 0 c. retain a reversionary interest; or. ......".." ...0 d, reo~lve the promise for life of e~her payments, benems or care? ,,,,......... ".."."" 0 2. If death occurred on or before December 12, 1982, did decedent withlll two years preceding deeth transfer property w~hout receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .........,.. ..............."""". ............,,,....'....,,,,.,, ..,0 3, Old decedent own an 'In trust for" or payable upon death bank account or security at his or her death? . . ,... ...,...... .... . . . ....... . .. .. . . ...."........."... .."...."".." 0 4. Old decedent own an individual retirement account, annuity, or olher non.probate property?... 0 'I I I IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST GOMPlETE SCHEDULE G AND FilE IT AS PART OF THE RETURN 170 ;,---~ 784,7\ 0,00 51.56 836.27 836,27 No ~ ~ ~ ~ ~ I8l 72 P.S. !l9116 (a) (1.1) (i) provided for the reduction of the tax rate Imposed on the net value of transfels to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995, 72 P.S. !l9116 (a) (1,1) (Ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1, , 995. ThA statute does not exempt a transfer to a surviving spouse from tax, and the slatutory requirements for disclosure of assets and filing a tax return are stili applicable even If the surviving spouse is the only beneficiary, FOR DAlES OF DEATll ON OR AFTER JANUARY 1, 1995 - Please answor the following question by placing an 'x' in the appropriate space. Old the decedent create a trust or almllar arrangement which Is eolely for the surviving spouse s benefit for his or her entire lifetime? Yea 0 No ~ If you answered yes to the above question, t/1e tax on the trust or similar arrangement Is poslponed until the death of the second spouse, at which :ime it will be fully taxable at the rale(s) applicable to the remainder beneficlary(les), Enler the value of the trust on Schedule J, Part II, in order to rerrove it from the calculation of the lax due In this estate. You may wish to file Schedule 0 In order to make the election available under Section 9113, If the election Is made, the trust or similar arrangement Is taxed In the estate or the first decedenl spouse, the portion of the trust or similar arrangement which benems the surviving spouse Is taxed at the zero tax rete, and the remainder Is taxed althe rale(s) applicable 10 Ihe remainder beneficlary(les), If you choose to make the election, you must attach Schedule 0 to a timely-filed lax return, along with Schedule(s) K and/or M in order to show the apportIOnment of the trust or similar arrangement betweon the surviving spou.e end the remainder beneflclary(ies) ...."''''''.'''''* GO~ONWfAl Hi Ol P[NNSYI VANI... INHf:AlfANCr: TAX HFTUfm Hr.~{)ENl {)('C(OfNT SCHEDULE F JOINTL Y.OWNED PROPERTY ESTATE OF MARKS, MARIE j, FILE NUMBER 21 . 97 . 0183 ".n .lIot WI' _ joIot within OM yell 01 tho cIIc....nt. d.1e 01 cIIIth, ~ moot be ropoltod OIl Schtd.". 0, SUHVIVING JOIN! T[NANT(S) NAME AOOHESS RElATIONSHIP TO OECI'OENT A. MARTflA M. MARTYN 63 CONRAD ROAD CARLISLE, PA 17013 DAUGHTER B. MARTflA M. MARTYN 63 CONRAD ROAD CARLISLE, PA 17013 DAUGHTER DA VID E, MARKS 410 BLOSERVII.LE RD, NEWVII.LE. PA 17241 SON C, MARTflA M. MARTYN 63 CONRAD ROAD CARLISLE, PA 17013 DAUGHTER HELEN A. ymlE 135 SOUTHSlDE DR. NEWVILLE. PA 17241 DAUGHTER GRACE J. YINGER 1955 SPRING ROAD CARLISLE, PA 17013 DAUGHTER D. DA VID E. MARKS 410 BLOSERVILLE RD, NEWVILLE, PA 17241 SON JOINTl Y.OWNf:D PROPERTY: -- -- - -- -- -- -~'40F lETTE:R DATE DESCRIPTION OF PROPERTY DAn: OF DEATH nEll FOOJOtNT WollE Irdodll name o1ln8r1Ol1ll instiiltion and blrlk aocoont nurrber or simillr Identifying nunbef DATE OF DEATH DECOS VALUfOF NlMER TENANT "'NT AftICll dood.. "n'yMld"",_ VALUE OF ASSET INTERtST DECroENT S INTEREST 1. A 12/87 MEMBERS FIRST CU CHECKING #76769-11 12,430.58 50.0 6,215.29 2. B, 6/92 PSECU CHECKING #0180223169 5,887,28 33.3 1,962,43 3. B. 6/92 PSECU SA VINGS #0180223169 5,621.58 33.3 1.873.86 4, C. 9/87 l.AND, LOTS 90 & 91. PROSPECT RD. CARLISLE, PA 10,500.00 25,0 2,625.00 APPRAISAl. BY WOLFE & SHEARER 5. C. 9/87 l.AND,l.OTS 118 & 119. PROSPECT RD. CARLlSl.E, PA 4,500,00 25,0 1,125.00 APPRAISAl. BY WOl.FE & SHEARER 6. D. 4/92 4,026,674 SHARES VANGUARD GNMA @ $1 0.17/SHARE 40,951.27 50.0 20,475.64 TOT AI. (Also enler on line 6, Re~llulellon) S 34,277.21 -- (If lTlllIe space Is needed, ilfllllt addillon8l sheets Dllhe IBI1e size) "."''''''''''''',*, COMMOtMEAl.l~j Of Pf:NNSVl..VANIA IN'II'RITANQ I/o)( IWIURN Rf.~OENT IJEctOENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS EOTATE Of MARKS, MARIE J. FILE NUMBER 21 - 97 . 0183 DtblI 01 decedent mutt be ~.d on Schedule I. ITEM NUMBER A, 1 2" ), 4, 5. I 6, i 7. ,j e, 1. 2. 3. j ! 4, 5, 6, 7. DESCRIPTION Fl,JNERAl EXPENSES: - EWING BROTHERS FUNERAL HOME GRA VE OPENING FEE FLOWERS MINISTER CHURCH RENTAL & MEAL MONUMENT GRA VESITE AMOUNT 5.575,00 m,oo 145.00 100,00 125,00 600.00 400.00 ADMINISTRATIVE COSTS: P.""".I Ropl....IoIf;t 0 Commission> Nam. al Porn"",,1 Repr.senlotiYe(s) Sooiel S"'UII~ Numbe!(s)I EIN Numbe! 01 P.IIIOM' Repr.senloliYe(') SI,..t Addr... CI~ _Sial' Zip Yoa~sl Comm~aIon Pa~, ^"orOO'f F", 1,000.00 3,500.00 F'ml~ Exemption' (II_I' od:Jr... is oollho .ame as cI.lmenlo, atlllch e'PI'Mtian) C~lmenl BARBARA J. SHULTZ SII80I AckI... 59 CONRAD ROAD CARLISLE Zip 17013 CI~ R'~llOf\$h" of Clalmenlla Docedenl Sl,le PA DAUGHTER Probalo F... 252.02 Accounlenl s F... 250.00 Tax Relurn Properel s F..... 175,00 PROPBRTY APPRAISAL PEES 400.00 TOTAl. (Also snler on line 9, Rs~Il\llallon) S 13,257.02 (II more 8plICe Is nMded, l/leert 8ddillonel sheets 01 the 8IIIl8 0) - ~ LAST WILL AND TESTAMENT ", OF MARIE J. MARKS I r MARIE J. MARKS, a resident of 59 Conrad Road, Carlisle, Cumberland county, Pennsylvania being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last. Will and Test.ament, hereby revoking all Wllls and Codicils heretofore made by me. ITEM l: I direct that al.l my just debts, the expenses of my last. illness and funeral expenses be paid as soon after my decease as the same can conveniently be done. ITEM 2: I direct that there shall be paid out of my res~duary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such govern- ments" whether the property passes under this Will or otherwise, excluding, however, any property over which I have a taxable power ,of appointment, provided, however, that no residuary beneficiary shall by reason of this provision be denied the benefit of any deduct ion, credit, favorable rate of tax or other benefit which by law enures to such beneficiary, -1- COMMONWEALTH OF PENNSYLVANIA DEPARTM!NT OF REVENUE I") Ie.,.) -;( lURE AU OF INDIVIDUAL TAMES lHtIERITAHCf TAl( DIYISJfJtil DEP1. 280601 IlARRISlIlMG, II"' 1712'lHI60J NOTICE OF INHERITANCE TAM APPRAISENENT, AI.LOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSE~SHENT OF TAM 10-05-1998 MARK S 01-27-1997 21 97-0183 CUMRERLAND 101 E. __:. ^1lO~~!!.-1tt==:J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS .... REy:isij'f-iir-A;:'jouliiF97riio'ficE"OF-YNHiififANCE"YA"X-A-PPRAisEifEN'f,--ALUiwriNCniri----------------- DISALLOWANCE OF DEDUCTIONS AND ASS~SSMENT OF TAX MARIE J FILE NO.21 97-0183 ACN 101 DATE ESTATE OF DATE OF DEATH FI LE NUMBER COUNTY ACN DAVID E MARKS 410 BlOSERVILlE NEWVILLE RD PA 17241 ESTATE OF MARKS TAM RE'TURN WAS, (x) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE --..- - . APPRAISED VALUE OF RETURN BASE,D Otl: ORIGI~Al RETURN 1. Rul Ed.t. (Sohec:kll. A) 2. stock. and Bondi (Schedulo 8) S. Clo..ly Held Stock/Partnership Int~r..t (Sohedule C) 4. Kor'tgagel/Not.. Raceivabl. (Soh.du}_ DJ S. C.ah/Bank o.posits/Mlsc. Parsonal Property (Schedule E) 6. Jointly Ow".d Property ~ Schedule F) 7. '(r...81.r. (Sah_dul_ G) a. Total A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expense../Adel, Costs/Mhe. Expen..s (Schedul.e Hl 10. Debta/"ortgau- Liabilitias/Li.ns (Schedule Il 11. Total Deductions 12. Net Value of Tax k.turn 13. CharUllbla/Gov.l"'rmantal a.quests; Nono'.l.ot.d 9113 Trusts 14. Net Value of Est.t. Subjact to Tex If an assess.ent was issued previously, line. reflect figures that include the total of 6bk ASSESSMENT OF TAX: 15. AltOunt of U.ne 14 at Spousal rat. US) 16. AltOUnt of Lino 14 taxablo at Lineal/Clan A rat. (6) 17. A.aunt of Lino 14 taxable et Co11~t~rel/Cl.es Brat. (17) 18. Prlnolpal Tax nu. NOTE: TAX CREDITS: PAYHENT DATE 07'20-1998 RECEIPT _IER AA296438 DISCOUNT (+) INTEREST/PEN PAID I-I 51.56- . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I CHANGED (1) (2) (3) (4) ($) (6) (71 45.000. 00. .00 .00 .00 575.00 34.277.21 .00 (81 i l.". * (9) (10) 13,257.02 53.516.7~ I1Il (12) (13)_. (14) UY-I'41 nup u.-,,. MARIE J <<Sohadu1. J) DATE 10-05-1998 HOlE: To inaur. proper credit to your Rcoount, eubMit tn. upper po~tion of this fOnM with YOUr tax pay....nt. 79,852.21 Itlt.'7'!. 77 13,078.44 .00 13,078.44 14, 15 and/or 16, 17 and 18 will returns ass...ed to date. .00 M .00. 13,078.44 M .06= .00 M .15= (18) ANOUNT PAID 836.27 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ------. TOTAL DUE .00 784.71 .00 784.71 784 ~71 = .00 .00 .-- .00 ( IF TOTAL PUE IS LESS THAN .1, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORtI FOR INSTRUCTIONS,) 1 I ! I I , I i I RUERYATlONI _Of NOTICE; PAVMENT : H( , FI" IJ~ 'SIB UI'I 1 r' _ J J 1'1:' :115 011:,11 GUill' , I bt,tel of deMdlntl dying on or before o.otDr U, 191t .... if "Y 'future intt,...t in th. ..tet. .. tren."rrtcl l~ po.....ton or tnjo~t to CI... I (0011at.r.l) bInIfJolerl.. of tht ~t .ft,r tht IMPlretion ft' InY ..t.t. for lJ.. or for yur., thtt eo.onwe.lth hereby txpl"...h r..."v.. the ,,1..,. to .,.,.11... end ...... tr"lf,r tnherltlnOl Tax.. .t the lawful CI... 8 (onllatl,.al) rat. on '"~ SUCh future lntafl,t. To fulfill th& requlr..-nt. of Section 2140 of t~ lnhtrit~. Ind Eltat, TIK Aot, Aat 21 of 1995. (72 P.S. s.oUon 9140). 0.... the top portion of this Hotlc8 Bnd .ubIll. wlttl your plYIlWlt to the A..1I'.,. of WHis printed .on the ,.Ivar.. .lcIt. ~~..... ctlMlk or llOOIy arMr paYlKlh tOt REGISTER OF MILLS, AUGHT RERItD (CA): A refund of . t.x cr~lt, which wa. not rlqullltltd on tM 'al< Return, .IY be reque.t_ by COIIPlaUng WI "~l1011tlon for Refund of P<<WlJl!lllvanl, InMl'JtlNlCe and E.tat. Tax" (REV-1S1])' Applicationll ar. avaUml. It the Office of ttM Raghter of WIlla, any of t;hcl 1.3 Ravenue Dt.trlct Off 10.', or by oel1Ing the IPtKll.l 24-hour ansvarlno ..ryJ~ ~rft for foral or~rlng: In Pann,ylvanla l.800-~2-2050, out.lde Pannlylvunla and wIthin locel Hartisburg ar.a (717) 787-8094, TDDI (7171772-2252 (....ring IlIPairad Only). OBJECTIONS I Any party In Int.rl.t not .atl'fl.d ~Ith the appr.l....nt, allowano. or dl'al~ONanc. of daduotlon., or ......-.ot of tax (Jnoludlng dhcount or inter..U liS sl'tOMn on this NlItlal Mi.t objaat within sixty (60) days of raoelpt of thh NoUco by: ADMIN ISTMATlVE CORRECTIONS I DISCOUNT , PENAllY: lKTERESll --wrlttan prot..t to the PA Dep.rt.ent of Rev.r~, Board cf Appa.ls, Dept. 28~021, Harrl.burg, PA ualectlon to hay. the utter dater.lned ,ftt audit of the ltOoount of the paraGOlll repre.antative, ufIPpMl to the Drphans' Court. 17Ull-l021, OR OR FlI(ltual arrors dhaoverMl 011 thh u..,....nt should bll addra..ad In ~rlUng tal PA ~.rtlMflt of Revenue, lureeu of Indlvlduel T.xes, ATTH: POlt A.....Ment Review unit, Dept. 280601, Harrilburg, PA 17128-0611 ~ (711) 187-6505. Se. page S of the bookl.t ''In.truotlont for Inherltano. T.x Return for I R..ldent rkcadant.. (REV-ISO!) for IlIn .xIllanetion pf IldIIlnhtretlvll)l corr.ctable arrar.. If WI)' tax due it paid ~1thln throe (31 ealendar aontha lIftar the dao.ant'fJ Math, a fili'I p.rc.nt (5:0 dlloount ot tM tax p.ld Is aUotftKt. ThIi 15~ t!IIx _..ty non~partioiJIIIUOIl penalty is oOllputlld on the total of the lex and Intar.st ......ad, .w not paid bafora Janl.Mlry 18, 1996, the fIr.st day "ftar the and of the tax ...,...ty period. This non-partlci,..Uon penalty Is IIppallab" in the s__ aaonar and In the the 'Me U.. per lod .s YOU would .-pp..l tho h)( Met Int.r..t that has ba.n ."Olled as Indicated on this notice. Inter..t it chIIrgacl ~'nnlng ldth flr.t day of d8l1nquancy, or nl.... (9l ItOnth. and one (1) day frOll the ct.t. of ~th, to tho date of pav-ent. T~~e, wh~oh ~c'" dallnquent bafore J~r~ 1, 19&2 ba.r Inter..t It tho rat. of ,Ix (6X) pero.nt P41r WlnlM calcuhtt.d at 0 delly rat. of .000164. All tax.. which lHtC8llle delinquent on and after oMnuery 1, 1982 will bear lntnrest at " r"ta !:thlah ~111 vary frOll cal.ndar y.tI., to aalander YUt with that rat. IlnhOl.ftCId by the PA Dapart..nt of Revenue. Tho appllcllblll Intate.t rates for 1982 thrtlUgtl 19M ar.= '!!!L Int.r..t Rata ~nter..t Faotor Y.!!r Intar..t Rete Dally Intar..t Fentor 191' lD:( .DOOS48 1987 ., .000247 1915 16;: .OD04M1 1988-1991 11;: .00OSOl I'" 11:( .000]111 199' ., .000247 1985 13;: .000356 1993~1'% n .000192 I'" IIJ;.c .000274 1995~1998 9>: .000247 --lntera.t 1. oalculetad a, follow'l INTEREST. BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUEllT X DAILY INTEREST FACTOR ~.An)' NoUca lsstHtd ,ftar the tax ~a delinquent ~111 raUect an lntereU oalculatlon to flft..., US) day. bayond the data of tM ........nt. If paYHf\t 11 Uda eftar tn. Int.,...t C1011pUtaUon data shown on the Notloo, additional Intar..t llU.t be caloulated. e" \.>_ ~TUS REPORT UNDER RULE 6.12 Name of Decedent: MetA II! cT M 1'1/1 A's Date of Death: "I - a. '1" / 9'17 Will No, 3-/-1'191" IO.a 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 I 1, State whether administration of the estate is complete: Yes No X 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ;p..., z.. 00 1'_ 3. If the answer to No. 1 id 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 iSI c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report, ,CJ~ ~. J#d4k sf'friatllre :DAVID i, ;111/".8;...{ Name (Please type or print) 70/0 8Ioserrll/e..-)2~ ;Yt!'WYI,4.1I'~ Address /72/11 (117) 17(,0 'i.ft.!.i".5 Te l. No, Datel ,3/11 / tOOe., I ~ N ~.\ , ",- ~ 0... N ..... ~- ;.); :~ :1,\ l\lcr oc' ~ Fl .:) , _.0 :.:': ~- ..lJ ~ .-.: ',..)C.; Capacity: >< Personal Representative _____Counsel for personal representat i ve (MAHlrmflAM3) . Complete Items 1, 2, snd 3, Also complsts Item 4 If Restrlcled Delivery " ds.lred. . Print your name e.nd addross on the reverse so that we can return the card to you. . Atlech Ihl' card 10 tha back of the mallplaca, or on the front If space permits. i, Artlc>>G Addres$OO 10: A RacelvEld by (Plaase Print Clearly) , / i 1!!.c" Ilad C. Slgnaturo X 1-1 vI.:{CCiliICILI- D. Is dellvefY addr&!\S different lrom Item 11 If YES, enter delivery address below: D Agont D Addres' Q- Yo,----- D No ::J ".. I.n r"1 f ',,~,I 'I' I '. A) (,VIJ'{.cL. f.:. ) Y I"" 'llj." (1/10 /il,o.,U',./,,' (1'... 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