HomeMy WebLinkAbout97-00224
..
J I . I(/[/'! ,1J,lj
NOIl.n..ld.nt JI:.lflcullln' Bond ..lth Corporal. 8ur.t,
Know nil l\'len by
8-405-559
Tbese Presents:
Tlsat we,,,q~~llll,~ i ne .1... S,u,l,ll van ,216,r.,~.~i.,~~.~,~,~,,:~,~~t',~y',~,i,~,~ p:i:clp~~~llh'
National Gt'ange Mutual Inaut'anca Company
............,-""..,."........,'................"... ....................... lurety are h&ld and armly hound unto
the Commonwullb of Penn.ylnnla for lhe UBI! ot tbe Commonwullh and .!Jcb penOD or penOD' .. may be Interuted
th....I.. In 'b. .um of 11".10",0,00,.0,0"",,) ".,T,EI,n.",'J:.h,o.Y.ll,lIJ\Q""!\.!),g"..Q.Q/J9..Q,*"~"*.~,*,,,,,.,,,,,,,,,,,,".""""doll.".
to be paid to laid Commonwealtb, to which payment w.11 and trul,. to bo made. w'" bind ouraelvlI JoloU, aad ..verally.
our hettl. ex.cuton and adDllnlstrators. lIuccellon Qnd pfluon,1 reprelOntatlnl IDd ...Icna, nrml)' by thue pl'ealntl.
29th August
S.aled with ollr aeull, dnted the. ......-.....................dlly at,,,.............,,..,,,..................,,.,,.,,,,..,,,,,, "".."""",....10 the yoar at our Lord 001
UlOU'ODd nl.. hUDdrod ..~""'Ni.n,e,t,v,~,Il,!,'L........,,..__... 19.....~.E?.
The Caadilion of thi. obli.ation i. ,uch, Tha' If 'b. .bov. bou.den"",,<;;.l!o..t;,,\1.'il,rJJl,~ ",;J..,."..!>EP.!-..I/.~,r1,
..........,.......'....m......"...... ......................."......"........"...............". ....................................".... ..............."
.x.,"lol....!',<'hll.i,l'lts,t,r,i,x of tho '00' will ond ,..tamen' of.".."",."..,F...!-:.~I},<:."!E!"...E.,,8~~,~,1.e
......llncelUor!, do mako or r.aul8 to be wlldo, l\ true and ~errect Inventory at all and
IIlnsular tbe loodl, cba~toll aOlI credit. ot the uld deceaeecJ. wb.lcb have come or .ball come to the handl, pOlll8l1BloD or
k.owle~~. of.....Ca t b,er,ine ".J... ....,S,ul.l..i.y.lI,n.."........."... ".., ...".."....................."........"..
.....the !laid
oxecutor .adminis.tr.ix".... .....,........................... or Into tho banda aut! possosslon oC any othor person or parsoDs
Cor................."..h.e.r:........ ................. ..nod the snma 10 made, cia exblblt or caURe to lie exblhlted Into the "-llKllter'.. omco, In
the County ot Do.upb.iD, at or before lbo..._~_._'-~.t h
..._..do, of__.A.\!9..u..':!t..".......
.....".u.... nut on8ulnf::
and the lame loodl, cJlnttela and rredHII, Iud all other tbe good I, chattell and credltl or th" deceased It the time llf
.............,............he,[........................................death, which at 8.uy time utter IIhall comt'l to thl! bands 01' poss6SlIlon or the said
,.....Ca,th.eri ne,J,...,S.l.11U.Y..i!,IL....."...............".."."..................."....."......
..,........"................................................................................."... ......,.............,........"'.........."................
or Into the hnndl nnd {loS8eulon ot any other penon or peraODI lor.........her.......... ..do well and truly
lldmlnleter D.ccordlng to Inw, And furthor, do lDake or caule tu be made, a JUlt Bnd true account at.. ........ne.r........
9nld Ilt.lmlnlltrutlon at or b~tol't~ tbe.......29.th..day ot...".AU.(~J.l.U~.t....... ......."....Anno DominI 19.~.z ....., or when thereunto
required by the Orphane' Court, and ahall rnlthtull.v account tor tbe proceed a ot any Inlel or real estate madtl undar sl1ld will,
and all the roat and reeldu8 ot suld aooda, chattel, :lod credlto, wblcb sbnll be touod 1'lImalnl"1 upon the aald uecutor'a
neoount, (tho same being ftrlt exo.m!nod aud nllowed by tbe Orphans' Court at the County ot Dauphin), shall deliver nut!
pay unto sur.h peraon or persons rCllpectlvoly, nq tho ntorollo.ld Orphnnfl' Cllurt by their decnle ar sentence, pursuant \0
law, shall limit and appoint, and Abllll well and truly comply with lhe Inwe at th~ Com,monwelllth. relatIng. to Inheritance
lAx... And IC It 8hall beroatter apponr, that ,nf later lallt will and testament W.E'.a malle by the eald IJllceaaed, aDd the
..me .b.1I be proved accordl.r '0 I.w. II 'he ..ld........Ca.tbe,t'.i,ne.".J..."..Su.ll,i~.an"."."........................"....."........."......c
exIMI\\J\.~,~.~.~.~.!; lJ'atoruald bolng thoreunto reqUired do lurreuder the .ald lettere te8tamoDtary IDtO the ReKI!ter'l Orne. .
ator..ald, then thl. abU..tloD to be voId other",l.. to remain ID tldl tOfce.
In Wltneu Whereof. We have borltunto eet Ol1r handl
(
..........."...~~.". ..... .. .;~ . ".......) ...... . .~>!
,(:/ E, '''(-'//''''tA
r...../... ~ 6':/) /;;(, ,(
llnd Iftll. th. drloT aad 7ur Grat abon written,
CJr~~..~_~.~~~..........~
~~.~.:=~~J!j.~~.~g~.r~. ~
-;~;~f1;{;~:2.......?; .... ._..~)
mpany
Biped, ....I.d ....d deU.ered
in the p....ODCO of
...
.
~ National Grange Mutual
~ Insurance Company POWER OF ATTORNEY
KNOW'Xi'tIJtN1JY"tH'E'!;t''pRESENTS: That the National Granle Mutuallnoure.nce COlnplll1y, a New Hampshire corpo"'tion hav-
inK its principal office in the City of K...ne, SlAte of New Hamsphi,e, pursuant to Article V, Section 2 of the By-Laws of Slid Company,
to wit:
'Section 2. Tho board nf directors, tile p"",idont, any vice p"",idont, socretary, or the treasurer shall h.ve Ihe power and authority
to Ippoint 'lIome)'s-in-fact and to luthoriw them to execute on behalf of the company and aftix the....1 of the company the",to,
bonds, l'llCOi'liWlces, cootraclB of illdemnity 0' writinls obliS.tory 10 the nature of. bond, ....."'gnlzance or ""nditlonal under-
talUnl end te IOlIV>ve any,uch Ittorneys-in-flct at any timo and revoke th. powe, ll/Id authority livon 10 them. . Punuant to
Slid by-law docs hereby make, constitote and appoint HUIlY A.E. LONG..
its true and I,wful Attorney..in-fact, to make, exO(:uta, ....1 and deliver for and on Its behalf, and I' its act and docd, bonds,
~de~n88 IOCOlnil'.allces, cont",c" of indemnity, 0' othe, writings obligatory In the nature of a bond .u~jcctto the'.~ollowinl
huulatlon: . \, '.
1, No one bond 10 excc,ed Five Hundred Thousand 001101'1I ($500,000.00), \\'" :'
and to bind Ihe National Grange Mutual Insurance Company thereby as fully and to the, same extent a.< if sl\4l11;\~rt.ment" we,e
ligned by the duly authorized office", of the National Granle Mutual Insurance Company, and all theac18Qf,llaid Attorney .re
bereby ",tifiod and confirnled.
This power of aUomey is signed and sealed by facsimile unde, and by the authority of the following rll8(l'~liiJn'adopted by the Di,ee-
tors of The Natio..1 Granle Mutual Insurance Company at a mooting duly called and held on the lIl>d ~y of Docemb<1r 1977.
Voted: That the ,ignature of any officer .ulhorized by tbe By-Laws ...d the company _I, Il\IlY be affhed by facsinuloto any
power of IlIomey 0' 'peeial power of attorney 0' certification of either given 1'0' tile ,~tliCution of any bond, under\aking,
recognizano:o Dr otbel' written obligation in the nature thereof; sucb signature an~~l,' when so used being he,eby adopted
by tbe company .. the original ,ignatu... of .uch office and the orig;nal "',,' fir Iho company, 10 be valid and binding upon
the company with the Ramo force and effeet a.. though manually affixed.', ,
By executieneflhis Powc,of Attorney, Natio..1 Grange MutuallnsuranC<lCompany d~!~~....by ,evoke, rescind IlOd deela,e
null and void any previous Power of Attorney at any time previously i).rnished to thoaf#lilid individual, or agencies.
IN WITNESS WHEREOF, 1be National Grange MutuallnsuraDce Compti\~Ila.. cau8ed tbe.",\ prcscnts to be signed by its Corporale
Secreiary and its corporate seal to be hereto affixed this O4TH day of'May' , 1995,.,'. TillS AI'POI NTMENT SH.AL1;,,~~~~E
AND TERMINATE AUTOMATICALLY AS OF DECEM, HER, 31ST, ' Ill9S; unlCS,ss SO< so<.%>' f} ~<lk a.. provisled'\'!:,i,':' ;,1 il",;"!?:,'!!'><<.
NATIONAL GRANGE MUTUAL INSURANCE q~4t>ANY Bv~;~ I. ~ I, \~''.. ,. ~:!ff(~~l':;l"%('
TillS POWER IS INVALID IF RED DIAGONAL IMI'~I~"~NATIONAL ~ANGE MUTUAL I SURANCE C ',. ,KEENE, t!f;W:.l;
IIAMPSIIIRE . IS NOT SIIOWN IN ITS ENTIRETY.' .'. E! "" 1'- 1 9? 3 v! ~ "
--' '----
State of New HIlDpshire, County of Chcshire ..(1 ,I, . ~ ~ /. -", ~
On thi~ O41'H day of May ,1995.. bef9n>Jh~:~~b,:"ribef a'l'l{>tary Public of the State of New Hampshire i , 0' thYrC~u.l"Y ~/
CheshIre duly comDllsslOned and quahfie<!.,~ W,lliam C;.MeKenna of the NotIOnal Grange Mutual Insurance i !r~. i/
personally known 10 be the offic." d~l'i~ herein, and ,who executed the preceding In,trument. and he acknowledg6\t: I:~~~~
of ..mo, and being by me fully '('f~~depos..d and ~'d"hlit he is an officer nf said Company, aforesaid: that the seal affix:;d' to the
preceding in,trulllOlll is tlte ~~' ",,,,I of said~lllpany, and Ihe said corporate seal and his signature lIS officer were duly affixed
and subscribed to the said ~~Mlment hy the al\~ly and direction of the ..id Company; that Article V, Seclion 2 of the By-Laws of
said Company is now i~/~~:' .,-JI I~, 'J') .1'1'1:,
IN WITNESS WfI~, I bave he~to'sct my hand IlOd affixed by official seal at Keene. New Hampshi,e t~.":;"~. ~ ',:.';:""""
O4TH dlY of M" -.v~, \, 1995. ~'-vt" r:J. -till .\'.::..........! r/~ -'"
-)':\"'\_:: ,'f/ -/1iA.";A.,t/"'.. ....;.. .~
,\\,'(1',(11;' I '::\,)lI,flt.... l
I'.' ,c'. \ ~kot.ry "ublic ,. :;
(.' "..\ My Commission Expires: May I. 1p9.8 ... -, .: :,: i
lLyn E. Landry, Assistant Vice President of the National Grange Mutualln,urance Company, do hereby certi" th~\.~~a~\Il~" /
foregoing is Itme and correct copy of a Power of Attorney exeeuted by said Company which i, still in force IIII/l.{f~, ..... <,~/
- " "; . "'" ,~
,.J-".." '1',,'-1 ,~t\M( -,"""
IN WfTNESS WHEREOF. I have hereunto"l my hand and affixed the ,"",I~f 'd Co ,p~M<~;FreftmpShiI~tai....".
29th daYDf August 1996 _ .../,
I ~ ~' .
sislant Vir. p. dent
68'692/.002 CAB
WARNING 1\11\ 1!il.ld!tliq,,'t,lI"1 ! ,II,,, " II"
,11111 tllt~ l:('rlilii.I\lllll "",.1 ,II III' -It'''I; 1'!ldH' ;';\'d i I,' I I' I. Ii
I,I!I
I" ;i.liI,-,
,li"'I' I
II',
Il,d
CONF IRM^lION (\1 'd;;Ii1\ <<I ,II,i, II I",!"j
t ;vr ;H:W~t' .11 ~)-.1.i.l 1.\1 (J
'I I I
1.1'1,.1 1(,",
'6
El
(fl!':.-~
(1.>
t~:c,_19
.~) ..,;
'iLl
a.~,
01;:)
U O~
&0:
. , '..
'.
,
.
N
t'Q-
(",
CI..
~
....
~
j;\
--",-, -..-~-
!;'lK
';\0.::
'''$
~ ') :'
I ~-
,d
,"
_ h ! ~ "'"
- - " ~......~.-
.,) 1- 190'7- 2.2LJ
FebruaryaS,199?
~e9'ililter of Wills Office
Cumberland county Courthouse
1 Courtho~\se Square
Carlisle, PA 17013-3387
RE: Estate of Frances E, Settle
Dear Register:
Please be advised that I have petitioned to be appointed the
administratrix of my mother's estate, The estate is being opened
for litigation purposes only, My mother made it known to Catherine
J, Sullivan, Michael J, Navitsky, Esq., and to me that she wished
Catherine J. Sullivan be appointed co-administratrix with me to
handle financial matters of the estate.
Please accept this letter as giving my approval to appoint
Catherine J, Sullivan as co-administratrix for the estate of
Frances E. Settle.
I f you have any questions, please call me or Michael J,
Navitsky, Esq" the attorney handling the personal. injury suit for
my mother,
Very trul.y yours,
'Y'Mi!J 13. ~;ttt0
l"'\ '5 g:
'0 'rl
~ l"'\ ., ..
I~';; 0- r "
.-'-' I
co t )
N _"I
;t', ~
ri
"
0 .." ~)
() t'D P\ c38
Ul 0:
IX
Frances B. Settle- t~\X',
, fln{ ,~e.'~ R. Selc" \e
~:ru-X2(LJ. /!.. s.od:?l'L'
107799/TAF
....""".~
C~:YlVAHlA
DEPARTMENT OF RlMNUE
DEPUIIII60I
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
lEIr"W.llJIII._W~_,....Il!t~
II{
,'" j.~
I () II el"
(~
"IIII)/ii"I'l;',11
'Jwa~:.~<lo;f~1'If~1"t".i\"',\""",,~,~~,.: -"....;..I",.":'~.....1
;....~~<~'i.. .,ctV~l\"il <";!'i,' ,I',,; '.
I
.J
.
. ,..
. ?~~)
~
~~~_J_)-"
III UlfIgNlRt4um
8 [l UImlledEall1e
~ [l6.~IIlIedT..Ie._"",.\W}
09. LIIIO,IIooPIIl<>>WR_
'. '. .
o 2. SujljllamonlelRetum
o 4a.Fu""'ln_Comprof......_....I2.IUl)
o /. DooodenlMaln_.LMng lNOl_.....TNIOl
010. SQOUMIPOVIItyCrodIt'.....__''''...'........,
ine J, SlllliVJII~ili.luLi
r........., ~....I"..1
~/o Micl1<lol J. Nilvjtsky, Lsqlli I"C'
lEl.-EPHOHEtU&fl
t Reel estalo (Schedu~ A)
2. S_Wld_(_~B)
3. CillIIlIylleldColJ1oralloo.P.rtnefll1"",Sole.p~
4. MofVlges & _ ROOflIveble (Schedu~ 0)
S. Cash, Bank ~ & MI3alIIonIOUll Penonll Pmporty
(S<.tMldu~E)
6. JoInIly Owned Proporty (Schedu~ F)
7. 'nlor.I/Ivoo TfMSfoI1 & ~1lIOUS Noo-Proliate Plllflllly
(Sctlodu~ G OF L)
8. T 011I 0.... AeHII (k11a1 L.1nes H)
9. Fullllli Expenses & Adrnlnlslnltive CoItI (SC:hedule H)
10. Debts of Deoedent MorQiQe u.bIIItIlII. & UenI (Scl1edu1t I)
It Totol_(totol lines 9& 10)
18. Tu Out
m
AIl'l i liD & f~ovnc'r,
4503 North Front
IlilrriShllT",J, PA
(9) f'" T ""'.'
~ ,
'n1ln ',,,., ".~:( 11
I ,',
(10), i ~
~'i'
~ I
,.1
L) x ;.'1',11'
..';\I ,,'1. . ~
..
(15) !
'.,>i:
:-','"
.~) 7 (J 2.
''''-';.
. ...
,,' (,..;. li 1
TIll l1JtlH IlUIT IE FUD IIllUl'lL\T! WITH THE
REGISTER OF WILLS
o 3. RemMlderR"""'I...._.....1>,~l2)
o 5. Federal E8te~ TlIX Retum RequIrad
__ 8. TateI Nunibefof Solo llepooIt Soli..
o It E_kltexUMerIltO. 9113(A) i'''' lkI> D)
I'.C.
Sl.rc'rt
17110
...., .)~ ('~'i'" '1
f
,
',"':~;i:"
,,,.,
",I,
'. x
,06
.15
(18)\ "
lt' "
(17) : .
.1fJ1A
'.
.--- ~::fi '"II,,["\jt./,, 'd~li '(
C~COS~., of 1
5 '.Q ,Q 9 I ~IO '
. 0.,,';,.0.. 0
.j
o i 0 0
t: . I
>;;.!.;:;;.t,::",k';;tr~i~':
'i
12. NelVtIue 01 F._(Lhll & .rWllSO Lile III
13. Cho_ lIndGoYemmenlel BoquestI/Sec9113 Trus1Ilor_ en eledIonkltex ho8 nolbten
mode (_It J)
14. Nel V.1ue Subject to 11lX(L1ne 12 m1nlJlllne 13)
15. A""""'l of line 14Il1X1b1e"., . \J '
atlhelflOU$lltexra.'\. . I '. ,I...L.".W. I.
See k15tnK:lIoM on _tide lor~pIfClIn"
16. AlOOlInlofllnel''''''al>Ie ' . ..' .
17.~::~ln.'4_ ," · '.~'
eltS",.", r.
(1)" i " ..... '"
(2) ~u'r'''~''T''~''''l'''''''''i''', }
(3) ~!~""f't""f""'rr""'''r'i'''' (.,..
(4) \"""[""'l""""."'t """, "I""" '~': I
(S) f I 'f..", "!; ''If 0 0' 0 ',t'o " 0 ,!
,. . "" ~""'I""!"'^~ ...^-"tI. """'"''
(8) I I ill I i~ ,'\"
f~'"fr*11~f~~,r ,\, ~\<O l' ~.) ~ '-:":~!lI-l ,"')L ~, {
(7)" i ' ., "
." 'm." .._......._. ............ ...
... "....'...'\t{....."....' ","
. ," (8).' .Li. .,: ~.i1l. 0,.0 0. -0. 0
I 1Ii i i h
. 'i't"'~"".t.~? ,,9,...Q .~
,Jl'8J~h /)'~(i~
(Ill lJ
l-'
(12\ ,}
(131 ~
Y
114) :~
.
x
,.
J....\
,.
.
I
(18) ~.
~"JrATH .. C" \' ;.. . .
myllnowlldgonbollof.I"We,oonoclnl~.aoa.olIonof__
, ~ ,
~.: 'j;)i,~~_~'Y",i
_ofpllju~,I_"'lhM_"'-'InciudIl1o~,,_"""Iolo".."Il....~...bl!t1
IJttHDIIf'IIIfIIatltIIvll_lllllllll~~MW:tI~hlllIWllrlc:IMIdcII _
\ lURE Of PERSON RESPONSIBLE FOR FILING RETURN ADORESS OA IE
~R PA~ER AOORESS L~ it!~
TV~{fJ (fl, 11'03 IV 7J!/~jly/.Jf)V~J.m w!f1?11~ ..7vJ{)'
Oececient'. Complete Addrell:
srREET AbOA,as
li.1f,'J i:. Trind1!' 1<0(ld, Lot 40
CW~cl1anjc'''llr(j
-I STATE PA I ZIP
Tax Plymenw and Credlw:
1. Tax Due (Page 1 Un. 18)
2. CIedItsIPeymenll
A, Spoutal Po'IeIty C,edlt
8, Pl10r Paymente
C,OIl1CClUnt
(1)
3. Int_lIPentIty W I!lpllcable
O.lnlllrlllt
E. Penllty
TDtal Credit. (A' B. C) (2)
TD!allnlerelllPenalty ( 0 . El (3)
4. Wllne 2 i, greatelthan line 1 . line 3. enterUle d11!eraflce, Thllll the OVERPAYMENT,
Chick box on PIg. 1 Un. 1. 10 reqlltlt . relurod (.)
5. Iftlne I . line 3 i, greBlIOl' then line 2. enter the difference, This II the TAX DUE, (5)
A, Enter the Intere,l on the tax due, (SA)
8, Enter the totll 01 Une 5 . SA, Thill, the BALANCE DUE, (58)
Meke Check P,,-eple to: REGISTER OF WlLL.S AGENT
JI I _ J _.IT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did dllG8dent make e t,sn.lel' snd: Yes
e, ,ateln the uee a, Income olthe p,operty translerred; ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, """"",,,,,,,.0
b, retain the ,Ight ta dellgnate who shsll use the property t,anslerred 0' Its Income; """""""" 0
c, ,etaln e ,ev"slonary inte,est; a,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 0
d, receive the promlee 10, IlIe of elthe, paymenta. bensflts 0' ca,e? "'"'''''''''''''''''''''''''''''''''''' 0
2. "death occurred on 0' before Decambe, 12.1982. did decedent within two yesrs
p,acedlng death trens'ar property without recalving sdequata conRlda,alion? II daeth occurred
aile, December 12, 1982. did dllG8dent t,snsle, p,operty within one yea, al death without
,acalvlng adequate cor.lide,olion? ,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,'"'''''''''' 0
3, Old dllG8dent own an 'In t,ust lor" 01 peyable upon death bonk account 0' security
at his 0' he, death? """"""''''',,,",'',,'',,,,'',,''''','''',, """"""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0
4, Old dacedent own an IndMdual retlrament account, annuity. 0' otho, non-p'obate property?"" 0
IF THE ANSWER TO ANY OF THE ABOVE QIJES'nONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
17055
-0-
1-
No
GJ
~
o
o
o
o
2 P,S, !j9116 (a) (1.1) (I) pwvlde<! 10' fho ,eduction ollhe tau ,ate Imposed on the not value Dlt,ansle,s to 01' lorthe use olthe
urvlvlng spouse from 6% to 3% 10' dates 01 daath on Dr alte, July 1. 1994 and bolo,e ,January 1. 1995,
2 P,S, !j!l116 (a) (1,1) (II) provided 10' the reduction Dlthe rate Imposed on the not value oltranslers to 0' lor the use olthe surviving
pouse from 3% to 0% 10' dafes al death on 0' aile, January 1. 1995, Tho statute doos not exempt a transle, to a surviving spouse
om tax, and the statutory requl,ements lor dlsclosu,e Dr assets and filing a tax return a,e still applicable even II the surviving spouse
, the only beneficiary,
OR DATES OF DEATH ON OR A~TER JANUARY 1, 1995 - Ploase answe,tholollowing question by piecing an 'x'ln the
ppropllate spoco.
Id the decedent crolte a trust 0' Ilmller Irrangement which II lately far the surviving IpOUIS'. benel1llo, hil or her entlre
ratlme? Ylle 0 No []
you anlwe,ed yas to the above quastion, tha tox Dn the trust 0' similar arrengement is pDstponed until the deeth 01 the second
louse. at which time It will be lully taxable at Ihe rate(s) appticabla to tha ,emainde, beneflciary(les), Ente, the ualue 01 fhe trust on
chedulll,l, Part II, In o,de, to ,emove It I,om the calculation oltha tax due'n this estate, You may wish to file Schedule 0 In o,der to
ake the election avalleble under Ssction 9113, II the election Is mede, the trust 0' slmlla, arrangoment Is taxed In the ostate of the
'8t decedent spouse. the portion oltha t,ust 0' similar arrangement whleh benafits the surviving spouse Is taxed etthe ze,o tax 'ate.
,d the ,emslnde, Is tRXed at fhe rate(s) appllcabla tD the remainder beneflciary(Ies), "you choose to meke the election, you must
111ch Schedule 0 to a til11ely-flIed lax return. along with Schedula(s) K and/o, M In o,de, fo show the apportionment 01 the trust D'
mila, errengement betwaen the Rurvlulng spouse and the ,emainde, baneflclary(ies),
....,....,',....
~THOfPENNSYlVANIA
INHEAlTAIICE TN( RETURN
SCHEDULE H
FUNERAl EXPENSES &
ADMINISTRATIVE COSTS
EITATE Of
Frances F, Settle
FilE NUMBER
21-97-0224
Debli of tltcIdei1l mull he tIpOr\ed 011 8c11tdule L
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Musselman Funeral Home
324 Hummel Avenue I Lemoyne,
$ 1,248.00
PA 17043
ADMINISTRATIVE COSTS:
PtfIONII RejIl_...', C<lmIrlItIonI
Neme of PeIIIll1Il RtpI'U\lIli'ie (,)
60dII SealIil)' N~') I EIN Nurrber of PIIIMII RIflIWIIlIIIve(')
ShttA_
e~ ~
YIII(,) CorMlIeIIon PlIid:
A'*"""YFees
Farnly~: (H deoodenr, add_II not Ihe lime II clIlImenr" ,tlIGtl upIendon)
at dat~ Frances R. Settle and Dorothv E. Settle
of s...._ 5169 E. Trindle Road, Lot 40
death City Mechani csburg SIIII PA 24'17055
ReIetJonshi> of CleIment., Dooedent
Zip
$ 3,500.00
4. _Fill
5, Aalounllnl', Fill
8, T.. RIIum PlIfIIIIlI't F....
7. Filing Fees $ 54,00
10,00
TOTAL (Also enteron line 9, RecapItulation), 4,812,00
(If mOlO tpace " naeded, Insel1 additional theet, oIlt1e same Ill')
. '
"
1
8 8 j
8 0
. .
~ ~ .
... ~
~ -, "
... -
lilt ~
" ",. I
. ,~
~ 88 888
'.. . . . . .
~~ ~ON 8'
I \1'\'"
... .
~
-
....8 .~ ~
I .lQ.
~i \ i 's. "
, ~ '~ i
~ ,::
~ tl ~ ' il., .
~. \ ~ ~
.i 1 , - , .,1
S i
B'a .. to
Uh
~i 'a ~~ " I '
~
'" 1 i~
...
I .
:G ~
;~ !ll! ! .
) :~ ~
~. g
~ .Ii!
, ;,'
j i fii. ~i
J~ - I i It:!
I ~ \;;r~i
. J. 11 i ~~l[
/ ~ Nil' _~)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAKES
l'*tEJHTAf<Ct TAl( DIVISION
DEPT. Z80601
tlARfUSIURO, PA 11128-0601
NOTICE Of INltERITANCE UK
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of DEm~TIONS AND ASSESSHENT Of TAK
10-02-2000
SETTLE
06-17-1996
21 97-0224
CUMBERLAND
101
r----------=:l
I_~~_~.?:~_~..~to~. _~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBE~LAND CO COURT HOUSE
CARLISLE. PA 11013
C'UT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ...
if!" v: iS4;- Eif-AFi>""-rii'9-: tiiiY-NoricE" -Oii-YNHEiii'i' ANciE-YA'x-iiPPR"A"isEi"-,i'NT-; -Aii."owANcE-oli--m-- - -- - - - - - --
DISALLOWANCE OF DEDllCTIONS AND ASSESSMENT OF TAX
FRANCES E FILE NO. 21 97-0224 ACN 101
DATE
EsrATE OF
DAn OF DEATH
FILE NUMBER
COUNTY
ACN
'l:
CATHERINE J SULLIVAN
C/O M J NAVITSKY ESQ
4503 N FRONT ST
HBG
l~J ,
PA 111\110
ESTATE OF SETTLE
TAK RE1'URN liAS I (x) ACCE~TED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. R..l Est.t. (Soh.dul. A)
2. Stooks and Bonds (Schedula B)
3. Clos.ly Held Stock/p.,.tna"ship Interest (Schadule C)
4. Ho"tgagaa/Nota. Reo.ivabla (Sch.dul. D)
S. C.sh/Bank Daposlt./HJsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedulo f)
7. Tr.o5fe". (Schedula G)
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expense./AdM. Cocts/"l.c. EKPan... (Sch.dul. H)
10. Debts/HortgaoCl llabUHifls/Lier.rt (Schedule I)
11. T~t.l Deductions
12. Net Value of Tax Return
13. Charitable/GovernMent.1 8e~uast.J Non-elect.d 9113 Trust.
l~. Net V.1ue of Est.te Subject to Tax
If an assess.ent lias issued previously, lines
reflect figuraB that include the total of Abb
ASSESSMENT OF TAX:
IS. AMOWlt of Line 14 at Spou.al rat.. (IS)
lb. AMount of tine 14 taxable d Line.l/Cla.s A rat. (16)
17. AMtOlW\t of Line 14 .!It Sibling rate 117)
18. Auount of Line 14 taxable .t Coll.teral/Cl.ss Brat. 118)
19. Principal Tax Due
NOTE:
DATE
rm
INT!HEST/PEN PAID (-)
NUI\~ER
. If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST,
) CH~NGED
(1)
(21
(3)
(4)
(5)
(6)
(7)
.00
.00
_....:.ll.
.00
5.000.00
.00
.00
(8)
, (
I
C
*'
(9)
tIO)_
4,81.2,00
UV-IU1 U." I...ltl
FRANCES
E
(Schedule J)
188.00
tIll
(12)
tIS)
tI4)
DATE 10-02-2000
MOlE I To insure propDr
credit to your aooount,
lub_it the upper portion
of this forM with your
tax paYllent.
5,000,00
~.nDD nn
.00
,00
,00
14, 15 and/or 16. 17. 18 end 19 will
returns a.sessed to date.
,00 K 00 =--__.:.E.E.
,00 K 06 "- .00
.00 K 00 = .00
.00 K 15 = .J!!!.
(19)' ,00
AHOUNT PAID
;00
,00
" :--~~
If TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR I. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE Of THIS fOR" FOR INSTRUCTIONS,)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RESEAVATlON, E.t.t..' of dI~tldyint on or b.foru Deonb.r 12, 1982 .- if any tut",r. tnt.rlU In nit ..tit. II tren.f'rred
in po.....ion or ,"jo~t to Cl~" I (0011"t.r.1) blneflclarl.. of the decedent aft.r the IKPlretlon of any I.t.t. for
I1f. or for ye.r., the eo..onwellth hereby .Kpr...ly r...ry.. the right to eppr.I.. end ...... tranlf.r Inh.rlteno. TIK..
.t the lawful CIIIIB (oollat.reU rat. an IInY fluoh futurfl tnt.n.t.
PURl'OSEOf
NOTICE I
To fulfill the requlr.-.nt~ of Slot Ion 2140 of th, InherltAnoe and E.tot. TeM Act, Act 23 of 2000. (72 P.S.
hotion 9UD).
PAVYtENT,
o.tech thfl top portion of thJs Notioll .nd ,OOtH ..ith your paYHnt to the Reght.r "f Wille printed on the revlr.. llde.
-*Hlke check or erKlY order Ply_bl. to I REGISTER OF' MILLS, AGENT
RfFUND (eRl I
A refund of . taw cr.dlt, which "I' not reque.ted on th_ TaK R.turn, .ay be r.qo.sted by cOlPletlng In MApplloetlon
for R.fund of Penn.ylvanl. Inheritance and Estate Tlx" (REV-UUL Application. are aveUable et '(hi Office
of t~ Regl.t.r of Will" any of the 23 Rlvonue District OffiCI., or by cll11ng the Ipeolll 24-hOur
en.",.rlnsli .ervlc. nuIIb.r. fOl' for.. ordering I 1-800.]62-20'50 fer rotary ..rvlce or 1-aaa-p_T8MII with touoh-
tOMl ,ervlol. Service. for tlxplyerc ",ith .p.olel hlarlng and IPeeklng needll
l-IOO"447~301O (fT only),
OBJECTIONS: Any party In interllt not sathfled with the apprah..ant, allot/SM' or dhaUOIIIance of dltNotlon., or "u".Hnt
of tax (Including dllc~unt or intere.t) al shown on this Notl01 lust objeot ..Ithln alMty (60) day. of r.oeipt of
thh Hotlcl bYI
-Mwrltten prote.t to the PA Depart.-nt of Rlv8nu., Board of Appeal5, Dept. 231021, Harrl.bur", PA 11128-1021, OR
--el.ction to have the .atter cttt.ralMd at .udlt of the account of the pI"C>Ml reprllanteUve, Oft
-Mapp..l to the Orphans' Court.
ANtIN-
ISTRATlVE
CORRECTIONS I
~aotu.l errors discovered on this a.sel~ent 'hou1d bl nddrM..ed In ..rltlng tOI PA Olp8rt.-nt of Rev~,
Bur.au of lndivlduel TaMil, AlTNI POlt As.....ant Rlvlew Ul"Ilt, Otpt. 280601, Hlrrhburu, PA 17128-Q601
ptlOf'Mt (717) 787*6505. Sea pao' S of the booklet "InltrucHon. for Iohedtenc~ TIX R.turn fur a Re.ldent
DecedentM (REV~1501) for an aMpllnatlon of adMlnlstratlvoly ccrrectable error..
DISCOUNT I
If any tax due I. paid ..Ithln three C3l calendar lonths after the decedent's death, a flv~ peru.nt (SXl dl.oount of
the taw paid I. allowed.
PENAL TV I
The 15X taM -.nesty non-participation penllty I. coeputod on t~ tot.l of t~ tax and Inter..t .seel.ad, end not
plld before Janulty 18, 1996, the first day aft.r thll end of t~ talC dllnuty period. Thh non*partlolplUon
p.n.lty 11 appoullble In thl .... aenntr and in tho the '_1 U.. period as YOU would app.II the taM end Int.rllt
that has b-.n .......d .1 Jndlolt.d un this "otloe.
INTEREST 1
Int.r..t I. oharged beginning with flr.t dlY of dtlln~ncY, or nine (9) aonth. and onl (1) d.y fr~ the ~t. of
doath, to the dato of f.'.y...nt, TaMolI Which bOCl..e dlUnquont blfore January 1, 198? bear Int.r..t at the r.t. of
six (6XJ percent por IMUIl colculated at a dally rat. of .000lM. All taMe. which beo.. delinquent on and .ftl,.
January 1, 1982 will bear interllt at . "ato which ..Ul vary ,foa oalenchtr Yler to call"'r y..r with that rat.
announoed by the PA o.part.lnt of Rev_nura. The applicable Jnterut rllt.. for 1982 through 2000 .rel
~ Inter..t Rate DaUy Int."est Factor Y.!!r Interlllt R..t. Dally Interut Factot'
1982 20Y. .000548 198a-1991 llX .000501
1985 16~ .000438 1992 9X .Q00247
1984 11~ .000SOI 1991.1994 7~ .000192
1985 nx .00035& 1995-1998 9~ .000247
.916 10;: .000274 1999 7X .000192
1987 9X .on0247 2000 8~ .000219
.wInterelt II oalculated Itl follOlllIl
INTSRSST m BAL^"CE OF TAX D"PAID K NU"BER OF DAYS DELINllUE"T K DAIU INTEREST FACTOR
-~Any Notice lllued .ft.r the taw beCOH' deUnquent will rafllct lIIh Intlrllt oalculaUon to fiftH" U&) daYI
beyond the det. of the; ......Hn1. If p'YMnt II Ill. aftlr tM Int.rllt cOllflUt.tlon data ehown on the
Hotlc., tddltit\nIIl Intor..t lIU.t be clloul.tad.
Name of
Date of
STATUS REPORT tiNDER RUI,E 6.12
Decedent I 1- AM? U4- 7, Jf~
Deathl_f.::.J. 7- c; (p
1r/tM- Admin, No. c2/- IfIl?- jo<o<tj
Will No.
Pursuant to Rule 6.12 of the Supreme COllrt Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
State whether apministration of the estate is complete:
Yes__ No V
2. If the answer is No, state when the personal
representative reasonably bel ev~s that the a~~nistration wili.~~~
complete I f/IIJf 1!t"J,d4L~a~ ~rM?J ~ ~t(..
IMJ; JllJIlJ. (j/fJ ' tJ# tl at La . D~,IM~ ilctJ:1.-IlkUtu...
~ 3. th~ answer to No, 1 is Yes, s~ite the followingl
1.
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No, (if any) for
the personal representative's account is:
c, Did the personal representative state ~n
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 r port.
Date: 7- (). }- d1)
lk' (
Signatur ~
fil/~lMa ,J: f!JI1t1t'~_
Name (Please type or fr~~--
i~3Nf~dt, tI~,/lJ
Address '7'
{?/71 ;{3f2-b79/
Te 1. No.
.~~ &/P.t WMA.OfmG~ ~ ~
t1 ,miJuiJ Ii11rJ/~ ~, 1N-
fVt- uJ/U t1wJ ~i w, TJtt- ~~J
ry~i k~ '5P171~'
(MAH I rmf! AM3)
Capacity: Personal Representative
. V"counsol for personal
representat i ve
t
~ -
I
i