HomeMy WebLinkAbout97-00262
21-117- ?6?
No. _____.__._____
Estate of
B\~rntcc A. W nlkor
-----.-".-
.____, Deceased
DECREE ()I<' PROBATE AND GRANT Of'LETTERS
AND NOW _._.___._ ..... _t<1_ARCI~2J ._ ....._. 19~7__.., In consideration of the petition on
the reverse side hereof, slllisfnclOry proof hllving been presented before me,
IT IS DECREED that the instrllment(s) dlltetL...~op.!~"!.b_e.r_~~, 1978,
described therein be admitted to p'obllte lI'ld filed of record liS the last wl11 01'_
Bernice A. Walker __.____~_.___
and Letters TestamentaOL-.____._
are hereby granted to .__...MiIJ'.tha Lee Eby
FEES
Probate. Letters, Etc. .. . . . . . .. $
Short Certlfleates( 2) . . . . . . . . .. $
R,:lJJ.lnciatlon .........,... ,,,. $
I~P $ b . UU
TOTAL '_ $ 61.00
MARCH 21, 1997
.,...."..,....".,..l.."",..."
50.09_
6.00
RISI"" 0 Will.
MARY CLEWIS
Frey and Tiley
By Robert M. J:1rey # 06274
A TTORNIiV (Sup. Ct. LD. No.)
5 S. Hanover St., Carlisle, Pa 17013
ADDRESS
717-243-fi838
Filed
PHONE
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"VI500 ex+ 17,941 '*' \' I '0. DATU 0' DIATH APlIR 12/31/91 CHICK IIIRI
. INHERITANCE TAX RETURN I' A SPOUSAL
POVIRTY CRlDIT IS CLAIMID [I
..___c ,COMI~:'~~1ri.'~6~1~::~I~NIA__._ .u(~~;;~~11~!~~r~{~l~ ::~~;~~~~2 ,YEAR ... ...um " . ".
- ffi - ~ ALNKSER~' ~~i{'~;~~":.DLIINiii...rl----------lfif(fO~~~ ';~~;~~'~i;I:;~:----_.__._._n
~ S:[~'~~~~~~;;"ir=~..~~~.~__!E~~'. D~~:J'~.~9.;r;~~~'~'~I: 1~1-0 COO"'f~:~~~~t~~~I~:~d. 1'~.170 ~5_. .. .__ _ .
o [I' AmlCAllIi SU~V!VINO IroUH'S NAMlllAil, rlUT AND MIOOl! INlIl,I,lI ~OCIAt $fCU~!I,( NUM&EIl flMOUt'H ftfCEIVfD jSH INsrRtKTIONS)
---_.~---._."--~--_._---~._-_._-_..."..,,..._--_.- ...--..--....,........--.------------- -- --- --- - . ,---- -
[iI 1. Original Return 0 2. Supplemental Rolurn r-J 3. Remainder Return
lfor do let 01 death prior 10 12.13.82)
lJ A. llnllled eslate rJ 40. Future Interasl Compromhe [] 5. Federal EltClle Tall. Return Reqvlred
(for dotes of death ollor 12,12,82)
[K] 6. Ll 7. Decedent Malnlalned a Uvillg Tru't _La, Tolol Number of Safe Deposit 80;(0'
IAIlach copy of Trust)
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243-5838
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I. Real E.late (Schedule AI
'l. Slocks and Bonds (Schedule 8)
3, Clo.ely ~Ield Slack/Partn.rshlp Inle,e.t (Schedule C)
.4. Mortgages and Notes Recolvabla ISchedule 01
5. Cash, Bonk C'leposits & Milcellaneous Perianal Properly
ISchedule E)
6. Jointly Owned Properly (Schedule F)
7, T,ansfe.. ISchedule 0) ISchedul. LI
8. Total Gross Anots (total lines 1.7)
9. Funeral EKpenl6s, Adminillratlve COSh, MIscellaneoui
EKpensos {Sch(ldule H~
10. Debts, Morlijage liabililles, Liens (Schedule l)
11. Total Oeducllom ItolalLines Q & 10)
12. Net Value of Eslato (Une 8 minus line 11)
13, Charitable and Governmental Bequosts (Schodule Jl
1.4. Net Volue Sublect to Tox (line 12 minus line 13)
15. Spousal Transfers (for datei of death after 6.30.941
See Ins1ructlons for Applicable Percentage on Reverse
Sldtll. llnclude values from St:"hec;hJle K or Schedule M,J
16. Amount of line i.4 taxable at 6% rate
Undude values Irom Schedule K or Schedulf'l M.)
17, Amount of line 1.4 toxabltl at 15% rate
llncludo yo lues from Schedule K or Schedule M.)
18. Principal tax due (Add tax from lines 15, 16 cmd 17.1
1c), Credits Spousal Poverty Credit Prior Payments
.--.------.--.-- + -.--.--<. .---..---- +
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5 South Hanover' Street
Carlisle, PA 17013
III._..---._....~
12 ) -----.-----.-..--
131 ---,---.-------
(4) _.__,__.
IS) 15,471.13
(61___.-1~16.26
17)
64,187.59
181
(Q I
3.302.49
(10) _
3 ,302 ..!~....._
60 , 88~~!l.Q.__._
(111
(12) ..
(13)
(141 -
.60, ~84. 90
(15)
)(,~._112
(161
.6~!~~~~_)( ,06 a
3,653.09
-~_._---~-~_..
(17) .....,.._.__.___
)( .15 ::t
(18)
~653.Q.L..
103.'/6
DIJcoun1
Inlartlst
(191
(201
20. If line 19 h greater thal111ne 18, enler the diffel'ence 011 Line 20. This ii the OVERPAYMENT.
aD
C11U~~ here If ym((lIu Icque~lin (I refund of Y9UI overpuvmt.'nt
3,756,85
121)
121AI
1218)
, ,,___~.12~..Jl.Q....._...
21. If Une 181s greater thon Line 19, entor the differonco on line 21. This is the TAX DUE,
A. Enter the Inlflfoll on the balan", dut! on Uno 21A.
B. Enter the total of line 21 und 21A on line 210. This is the BALANCE DUEL
Mah Check Pnvabl. to: negl.t., of Will., Au.nt
,";'I''!;jif!Kr,;.!:r;;,,(;',' ;' )>j~ "i".~~$WIR"\.l!'lO.,,uiQ~S!)J!~~jjit~Esiiie ANII,':rO REC..-Ec:;l<'MA~l:l..i:o(i,.jt/:.."".c!
Und;,r pflnahles of perjury, I declare that I haye examined thll return, Includinq occompcm).'ing schedules Clnd statements, and to the best of my knowl"dge and beliel,
It Is true, correcl and complete. I dftclare that all real estate has been roported attru6 marko! value. Declaration ol prflpml!lr othor Ih~n the penonal representative il
based on 011 information of which preparer has any knowledge.
~~N~)U",?F!'RS~'i1S:;2I'LE 10. F1l1Nji RETU'N ADDRESS ,....-.................--..... ...-. .--
2/-':::!i.J.Lt?' ......-'C.<._..~t ~lVl _5~_JY!1HEJ.Q~I<J.)r1ve,G~I'IJ1l.le.1__l'AJ7m
SIGt:rf~Of f'RfM~~lHER Hl~N RfPRESF ,-'~". ADDRESS
_ c~"::,J::."u_~~.. ____,..?_S.o.u.tb.llanover St.L<:;urlislo, P A17Qll,
CATE------...~~.
." Jan. (,!Jl.9!J,
DATI;
JaoLJ, ,199L
..~"o,," \'''''1 .
COMMONWEALTH Of PENNl\VlVANIA
INHE1UTANCE TAX RETURN
RESIDENT OEC!t'fNT
SCHEDULE F
JOINTLY -OWNED PROPERTY
L
..
FILE NUMBER
21-97-262
ESTATE OF~~-'-""-'-' ,.
._.-~_....
----......;.-
~.__..,~_.~__.___~.,....~_..___.u................._~--_._~~_._.~---~-".--,~--~'_--_".'--""
Bernice A. Walker
-.-.----.---..--
Jolnl tonont(o),
,---- ,-.,-.. .', -------,,-..--_. -----.- _._~--
IIDDRESS
52 White Oak Drive
Carlisle, P A 17013
_.____..'____" __.."..,____ ,n, ___._..-.,,,.__ . -
RILATIONSHIP TO DECEDENT
Daughter.
,_ NAM!..-_
A, Martha Lee Eby
B.
C.
Jolntly'ownod proporty,
. LETTER
1\ ITEM FOR DATE TOTAL VALUE DICD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET % INT. DECEDflNT'S INTEREST
\ . .-,.--
I, A 8/30/96 PNC checking acct. #5070053004 4,471.50 100 4,471.50
I,
Accrued Interest to Dec. 13, 199 1. 50 1.50
2. A 8/15/96 PNC svgs. tlcct. # 5001032429 19,255.52 100 19,255.52
Accrued interest to Dec. 13, 199 5'1.'16 100 57.76
3. A 7/7/92 PNC C/D #21001015740 5,000.00 50 2,500.00
Accrued interest to Dec. 13, 199 5.09 50 2.54
4. A 7/15/96 PNC C/D #31600052534 8,000.00 100 8,000.00
Accrued interest to Dec. 13, 199 0.00
5. A 8/15/96 PNC C/D # 31100052858 10,000.00 100 10,000.00
Accrued interest to Dec. 13, 199 0.00
6. A 7/7/92 PNC C/D #21001015741 5,000.00 50 2,500.00
AC>:lrued interest to Dec. 13, 199 5.09 50 2.54
7. A 3/12/87 507.891 shs. Alliance Bond -
U.S. Govt. Portfolio @ 7.58 3,849.81 50 1,924.90
~,-----
TOTAL (AI.o enter on line 6, Rocophulot\on)
, --
(I' more ,pate /. needed inwl odd/llonoi ,hool, 0' ,ame ./,e)
$
48,716.26
UV-Ul1 u.. (/8~1
.
SCHEDULE H
FUNERAL EXPENSES,
COMMONWEALTH O. PlNNmVANIA ADMINISTRATIVE COSTS AND
~~~tmN~~~e!~',~mj'~ .n.MISCELLANEOUS EXPENSES. Plta...Prlnt ar,.!y~
RlATEi)F --rn:'NllMIER
.___m ,________.~ernicc A. walkcr---.----=-...__.L_____~1-97-262
ITEM
NUMBER
---.--- -_.__._-----....~_.,..__._..,'-.
A. Fun.ral Exp.ns.1I
DESCRIPTION
AMOUNT
1.
Neill Funeral Home, funeral services
Wesley United Methodist Church, memorial services
Methodist Women, funeral luncheon
324.00
105.00
185.00
B. Admlnlstrativ. Co.II,
2,
3,
4,
C,
1.
2,
3,
4,
5,
6,
7,
8,
1.
Pellonal Representativo Commlllions
Social Security Number of Porsonql Representative,
Year Com millions paid _
0.00
Attorney Fees
750.00
Family EKemption
Claimant __
Addrell of Claimant at docodent's death
Street Addrell
City
0.00
Relatiqnshlp
St~te _~"ZlpCQde ,
Probate Fees
61.00
Mlletllan.ou. EMp.n..s,
Alert Pharmacy, balanoe due
13.99
Bethany Village, final blll
1,753.50
95.00
15.00
Grave marker engraving
Register of Wills, flUng Inherltanoe Tal< Return
TOTAL (Also enler on line 9, Rocapitulation)
(If more spac. Is ntld.d, In..rt additional sho." of sam. .1...)
$
3,302.49
/5'-169--/
COMMONWEAL TM OF PENNSYI.VANIA
DEPARTMENT OF REVENUE
. ,
c..,
BUREAU OF INDIVIDUAL TARES
INttt-:RI1AHCE UK OIVISIDN
DEPT. 28U60 1
tlARAUIURG. PA l11za.0601
NOTI.'E Of INHERITANCE 'tAR
APPRAISENENT, ALLOWANCE DR DISALLOHANCE
OF OEDUCTIONS AND ASSESSNENT OF TAR
03-30-98
WALKER
12-13-96
21 97-0262
CUMBERLAND
101
r ~~!.. R..I~.d_J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: iS47 -iif. APi>". (0'- :9'iT"Nlit"i ci--ciF. i"NHiii iTAlic Ii" fAX "A"PPRA" i SiHENT ~. -Ai:. rliwAN-cE - cili"" - -- -- - - - - - - -" -.,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BERNICE A FILE NO. 21 97-0262 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
FREY & TILEV
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF WALKER
TAR RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
, -
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t-t. ISoh.dub A)
2, Steck. and Bond! (Schedul. 8)
:S, Cla,"ly U.ld !.ltock/P.rtn.,..hip Int..relt (Schedul. Cl
4. HarigllVII./Not.. Receivabl. ($ch_dul. DJ
!i. C.sh/Sank Depo.it./Mhe. "erlon.1 Property (Schedule E)
6. Jointly Owned Property CSchedule F)
7. Tranlfa,.1 (Schedule 0)
a. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONSl
9. fune..al Expen~e./Ad~. Co.t./"1.c. Expan..s (Schedula Hl
10. Dlbts/"ortga~ lhbllHi.I/U.nl ISchedul. Il
11. Total Deduction.
12. Net Value of TI)( R.turn
13. CharUable/Goyernllental aaqua.h; Non~.l.C1ted 'US Trult.
14. Nat Value of Elht. Subject to T.x
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
,00
,00
,00
.00
15.471.13
48.716,26
,00
(e)
'*
U_.\I" U I" 11'.'11
BERNICE
A
(9)
(10)
3,302,49
,00
(11)
(12)
(13)
(14)
DATE
03-30-98
(Soh.du1. J)
NOTE I To in lure proper
cradit to your account,
subRit the upper por'tion
01 thh 10r. .lth your
hx pay..."t I
64,187.59
~. ~n2 49
60 .B84. 90
,00
60.B84.90
If an assesement was iesued previously, lines 14, 15 and/or 16. 17 end 18 will
reflect figureR thet include the total of abb returnl allelled to dete.
ASSESSMENT OF TAX:
1i, AMount of line 14 .t Spous.l rat. (1S)
16. AMount of Lj,na 14 hxabl. .t lin..l/Cl... A ...ta (16)
17 I Anouut of line 14 hxabl. .t CoUaterallClal1l Brat. (17)
18. Pr~ncip.l Tax Due
NOTEI
TAX CREDITS I
PAYNEWT
DATE
01--07'98
HECEIPT
NUHBE.
AA242631
DISCOUNT (')
INTEREST/PEN PAID (-)
103.76"
. IF PAID AFTER DATE INDICATED, SEE REVE.SE
FO. CALCULATION OF ADDITIONAL INTEREST,
,00 R ,00.
60,884,90 R ,06.
,00 X ,15.,_
l1e).
ANOUNT PAID
3,756,85
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
3,653.09
,00
3,653.09
3,653,09
.00
.91
.91
IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A n~REDITn (CR), YOU HAY e~ DUE
A REFUND, SEE REVEHSE SIDE OF THIS FORN FO. INSTRUCTIONS.)
,_,I
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H..J
MSERlJAUOHI E.tat.. of deOHe,,,t. dVi~ on or "forti Dlo".r 121 19ft .... if MV future in~.r4.t In the I.tat. it tr.,lf,rr.d
I" pall.ulon or ."jayltlnt to Cl,.. . {coUlhnU Mnif!oi.rl.. of th. deottdent aftar thl 'MPJr.Uon of MV ..tat. 'or
llf. or far v..rl, tht C~.lth hlribv IkPr.,.lv r...rv.. thl rJtht to ."r,l.. ~ ""1' tran,f.r Inhtrltanct TIIC.I
at the lawful CII.' I (oolllt.r.l) rlt. on ,"y suoh future Int.r'lt,
PURPOSE Of'
HOT1C~1 To fulfill thl raqulr...ntl of SIIOUClIl 2140 of thl Inh41r1t~a and E.t,tl Tlk Aot, Act 21 of 1995, (71 P,S,
SICtlon 91ftO),
PAVl1ENTI betlOh thl top portion of thlt Notlc. and .ubtllt with your PIYIIIf'lt to the Raahhr of Wills prlntlld on the rever.. deft,
-~H.k. ohlck or .0n1Y order PlVlble tOI RROISTER OF MILLS, AGENT
REFUND (tA) I A refund of I IBM crltdlt, lIthlch w". not nqu..tea on thl TIX A.turn, lay b. r.qulltld by oOMpllUng an "Application
for Rlfund of P.nn'Ylvanl. Il\htrlhnu and Elhh TI)(" (AEY~lSlJ)' Applic.tlon. .r. .v.Ulblt It tM Offle.
of thl Rqlster of WIl~., _ny of thl 13 ~.\,."UI Dlltrlot Offlcu, or by e.Ulnv thl '''10111 ~4~hour
InwwerJna 'Irvlet nu~.r. for far.. ordering, In Ptnn.ylvlnl, 1-&00-162-2090, oUt.ldt Plnn.vlvanll ,DMG
within loc.1 H.rd.bur. In. (717) 7'7~'094, TOOl ('117) 772~225Z (Hlarlng I."alraa OnlY),
OBJECTIONS I Any p.rty In 1nt.ra.t not ..tl,fl.o with tha appr.I....nt, 11lowancl or dl.alJow,"cl of dtduotlon., or ......Ment
of tax (Ineludlng dheount or Intar..n II .hown on thit NoUea IN.t objlet within .lMtv (60) din of rlCllpt of
this Notlel bYI
--written protut to the PA D.p.rtillMt of R.vlnul, BOlrd of App..lI, D.pt, 281021, H.rrhbura, PA 17121-1021, OR
,...1eetlon to have thl latt.r dltt,.,lntd at IUdIt of thl Ico,)unt of thl partonal reprallant.tAva, OR
--IIPP..l to thl Orphan.' Court,
ADMIN
IITAATIVE
CORRECTIONS I
F~ctu,l .rror. aitcov.r.d on this lIlu.....nt .hould b. adclr.lUCId In wdtlna tal PA Dep.rtlant of RIYenuI,
IUrlBU of Indlvhtu.l Ten., ATTNI Plat ""UNnt Mevllw Unit, Olpt, 2&0601, Htrrhbur., PA 1712I-Q60l
Phont 1.717) 7&7-6505, S'I pq. 5 af thl b60~l.t "In.truetion. for Inh.rltanc:41 TIIC Alturn for, Rltldtnt
Dle.d.nt" (REV-ISOl) far an Ixplanatlon of .a.lnl.tratlv'IY carrlctabl. .rror..
DISCOUNT I
If any hx due it p.ld within thl'lI' 0) e.1l1ndar llIonth. .ftlr the dludlnt'. d..th, . flv' parcent i.~'<1 dl'oOlM'll of
thl t'l( paid Js .llow.d,
PENAL TV I
Thl 15i: ta,( ..n4I.h no-n.J1llrticJ~at1on plnllltv It OOllputad on the totll of tha hx and Intarllt .......d, .nd not
paid b,'or. J'rwarY la, 1996, thl flrlt day aU.r tha lM'Id of th. t"l( .."lIh p.dod. Tnl. non"p.rtlclpatIM
pan.l tv It .pplUllf.bh In thl .... IMIllr .nd In thl the .... t I.a JI.r lad II you would ~p..l thl t.IC .00 Inter..t
that h.. tHlln .......d 11ft Indicated on thlt noUc.,
INTEREST I
Interest It ch.rgad baglmln, with flr.t dlY otl d.lInqua-ncy, or nlnlll (9) ItOnth. and on. (1) dlv frOll thl allt. of
d...th, to the data of ply..nt. Tnl(lI which bac... d.lInquent b.'or. Janu.ry I, 1912 b..r Int.rut ot the rete of
.b <(.1:1 p.re.r.t p"r annUl clleulllhd lit II da.tly rate of .000164. All tlM.. which bee... Hllnquant on nnd efter
Januery 1, 1982 will b.llr Inter..t It I rlt. which will Vlry 'rv. cllendtr year to oalendar Yl8lr with thllt r.h
annourKl.a by thl PA IMpart..nt of R.vlnu.. Th. applicabl. Interllt rat... for 19&2 through 19'. .r.,
'!!!! Int.,..t Ra1! Dlllv Intlrtlt flletClr !!!! Int.rut Ret. D.l1y Intlrllt FllCtol'
19&2 201: .DOOS'" 1987 9% ,000247
19U 16:< .0000' 1988-1991 11;( ,000301
198ft 11i: .000301 1992 9% ,0002(,7
1985 131: .000156 19f11~ 1994 7X ,000192
J91t, lOX .000274 1995-1998 9% ,DOQ24l'
--Int.rut I. cfllculllt.d a. fr"llow'l
INTEREST" BALANCE or TAX UNPAID X NU"aER OF DAYS DELINQUENT X DAILY IHTEREB1 FACTO.
~~Any Notlc. I.,uad aftlr th_ t.x b,coI.. d.llnqu.nt will refl.ct an lnt.r..t e.J~ulltlon to fift.." (1&) d.v.
b.yond the data of th. ........,..t. If pay..nt It aad. oft.r th. Int.rltt coaput.t1on a.t. .hown on th.
Notlc'~ .dditlot't.l Int.,..t IN.t b. cIlcuhhd,