HomeMy WebLinkAbout97-00314
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No. 21-97-31"
Estate of
JUN~; O. 1'URNS
, Deceased
DECREE OF PROBAn: AND GRANT OF LETTERS
AND NOW ___.APRIL...l.L_, IL21_, In consideration I'll' the petition on
the rev~rse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) datcd____ SEr'l'EM8&lLli..-1.225
described therein be admitted to probate and flied of record as the last will of
, ___...J..IJ.tiE.. O. TURNS
and Lelters TESTAMENIAID:_._____
are hereby granted to VICTORI" TURNS GITTLEN
(~;12.t, f(ll~tLt~ /'YlJ. (?,fJ, 2IQ<4M. 1:<
, ' R,sl'I" of Witt. ' AibfU< t,
FEES
Probate, Lelters, Etc. .. . , , . . " $ 235.00
Short Certlfleates( 5) . . . . , " . .. $ 15.00
~ 1l1{:t'M.PAQlls... $ 9.00
JCP $ 5.00
TOTAL _ $ 264.00
Flied ,I;\r.lnt,.. ~.,. .l9.9.~.............,.,..
ATTORN BY (Sup. Ct. 1.0. No.)
ADDRl1SS
PHONB
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LETTERS AND ORDERS MAILED TO EXECUTRIX APRIL 4, 1997
will of June O. Turns
I, June O. Turns, a resident of Pennsylvania, county of
cumberland, declare that this is my will. My Social Security
Number is 1,90-26-6612.
FIRST: I revoke all wills and codicils that I have
previously made.
SECOND: I have the following children now living: a son,
Stephen R. Turns, a daughter Victoria Turns Gittlen and a
daughter Jo Beth Coleman.
THIRD: As used in this will, the term "speoific bequest"
refers to all speoifi.cally identified property, both real and
personal, that I give to one or more beneficiaries in this
will. The term "residuary estate" refers to the rest of my
property not otherwise specifically disposed of by this will
or in any other manner. 'I'he term "residuary bequest" refers
to my residuary estate that I give to one or more
beneficiaries in this will.
FOURTH: All personal property I give in this will
through a specifi.c or residuary bequest is given subject to
any purChase-money security interest, and all real property I
give in this will through a specific or residuary bequest is
given subject to any deed of trust, mortgage, lien,
assessment, or real property tax owed on the property. As
used in this will, "purchase-money security interest" means
any debt secured by collateral that was incurred for the
purpose of purchasing that collateral. As used in this will,
"non-purchase-money security interest" means any debt that is
secured by collateral but which was not incurred for the
purpose of purchasing that oollateral.
FIFTH: When this will states that a beneficiary must
survive me for the purpose of receiving a specific bequest or
residuary bequest, he or she must survive me by 45 days.
SIXTH: I hereby leave $1.00 to each of the following
persons: a son, Stephen R. Turns, a daughter Victoria Turns
Gittlen and a daughter Jo Beth Coleman. These bequests are
in addition to and not instead of any other specific bequsst
that this will makes to these persons.
SEVENTH: I give my residuary estate to my son, Stephen
R. Turns, my daughter, victoria Turns Gittlen and my
daughter, Jo Beth Coleman. However, if any beneficiary named
in this paragraph to receive my residuary estate fails to
survive me, the other surviving beneficiat'ies named in this
paragraph to receiv~ the residuary estate shall take the
deceased beneficiary's share.
EIGHTH: Any specific bequest or residuary bequest made
Page 1 Initials: J~ ~ ~ ~ Date: CjJj"J<j![
Will of June O. Turns
in this will to two or more beneficiaries shall be shared
equally among them, unless unequal shares are speoifioally
indicated.
NINTH: I name my daughter, Viotoria Tur.ns Git.tlen as my
personal representative (exeoutor), to serve without bond.
If this person or institution shall for any reason fail to
qualify or cease to act as personal representative, I name my
daughter, Jo Beth Coleman as personal representative (also to
serve without bond), inst.ead.
TENTH: I direot my personal representative to take all
actions legally permissible to have the probate of my will
done as simply and as free of court supervision as possible
under the laws of the state having jurisdiction over this
will, inoluding filing a petition in the appropriate court
for the independent administration of my estate.
ELEVENTH: I hereby grant to my personal representative
the following powers, to be exercised as he or she deems to
be in the best interests of my estate:
1) To retain property without liability for loss or
depreciation resulting from such retention.
2) To dispose of property by public or private sale, or
exchange, or otherwise, and receive and administer the
prooeeds as a part of my estate.
3) To vote stock, to exercise any option or privilege to
oonvert bonds, notes, stocks or other securities belonging to
my estate into other bonds, notes, stocks or other
securities, and to exercise all other rights and privileges
of a person owni.ng similar property.
4) To lease any real property that may at any time form
par.t of my estate.
5) To abandon, adjust, arbitrate, compromise, sue on or
defend and otherwise deal with and settle claims in favor of
or against my estate.
6) To continue or partici.pate in any business which is a
part of my es.tate, and to effect incorporation, dissolution
or other change in the form of organization of the business.
7) To do all other acts which in his or her judgment. may
be necessary or appropriate for the proper and advantageoue
management, investment and distribution of my estate.
The foregoing powers, authority and discretion granted
to my personal representative are intended to be in addition
to the powers, authority and discretion vested in him or her
by operation of law by virtue of his or her office, and may
be exercised as often as is deemed necessary or advisable,
without application t.o or approval by any court in any
jurisdiotion.
TWELFTH: Except for purChase-money security interests on
personal property passed in this will, and deeds of trust,
mortgages, liens, taxes and assessments on real property
Page 2 Initials: ~ tJ..-,0 ~ _~ Date: q/J~/Cj5"
.,;-- ...'. ."'. ''\0-_ '" ..~.,
Will of June O. 'I'urns
passed in this will, I inst.ruct my personal representative to
pay all debts and expenses, including lIon-purohase-mone1'
seoured debts on personal property, owed by my estate. as
provided for by the laws of Pennsylvania.
THIRTEENTH: I J.nstruot my personal representative to
pay all estate and J.nheritance taxes assessed against
property in my estate or against my beneficiaries as provided
for by the laws of Pennsylvania.
FOURTEENTH: If any beneficiary under this will in any
manner, directly or indirectly, contests or attacks this will
or any of its provisions, any share or interest in my estate
given to the contesting beneficiary under this will is
revoked and shall be disposed of in the same manner as if
that oontesting beneficiary had failed to survive me and left
no living ohildren.
I, June O. Turns, the_testator, sign my name to this
instrument, this 1,,!:4 .__ day of ~tQ......~,
IGQ(. I hereby declare that I sign and exeoite this
InStrUment as my last will, that I sign it willingly, and
that I execute it as my free and voluntary act for the
purposes therein expressed. I deolare that I am of the age
of majority or otherwise legally empowered to make a will,
and under no constraint or undue influence.
~/Q!'J (Qj U}w'V
(signed)
We, the witnesses, sign our names to this instrument,
and do hereby declare that the testator willingly signed and
executed this instrument as the testator's last will.
Each of us, in the presence of the testator, and in the
presenoe of each other, hereby sign this will as witness to
the testator's signing.
To the best of our knowledge, the testator is of the age
of majority or otherwise legally empowered to maKe a will, is
mentally competent, and under no constraint or undue
influenoe.
We declare under penalty of perjpry, that the foregoing
is true _an? correct, 1;11is I " ~ _ day of
S;~~ ' ~L'
Witness #1: C~~~
Residing at: ~~ ~ ...- J... . e-A nOlo
Page 3 Initials: 4~ C-'^-" /2.rw<.O ~, Oats: q J/~/9~
/5-'./7/. 7
fU:V.1600f!K t (10.91)(ll
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FII.E NUMBER
fJl / I
COUN TV CODE
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COMMONWEALTH OF PENNOVlVAN~
DEPARTMENT OF REVENUE
om, 280601
HARRlSaURG, PA 171211-0601
DECEDENTS tw.f: (lAST. FIRST, AHO MlOOlE INlnAL) 11M. ttri tioclo;lolNJl." '/l'lY1ll
i TURNS, JUNE O.
W SOCIN.. SEMlY tu.48ER DAlE 01- OfATH
@ 190.26.6612 ~3.25.97_
w OF ~PUt:'.AflLfl SUR~~NO &rouse's PWAE nAST, FIf\ST, AM> MIDDLE tHlTIAI..) SOCIAl. SCCURlTV NUMlIER
C 1
OFfICIAL USE ONLY
--
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NUMBER
OATEOFBIRnl
l2.L. 1 9 . 1 6 I
THIS RETURN MUST BE FILED IN INIPlICATE WlTII THE
REGISTER OF WilLS
[iiJ I. OI\ih101Rolum 0 2, SupplomonlllRelum 0 3 _nd"R.lumld'I"'d'DI~prIorloI2.I}ft21
o ~,lkMoIEIIIl. 0 ~.,Fulu"~I''''IC<>mproo;&oldll.oId'Il~ll1erI2.12~21 0 6 FedOlalE.loI.T"RelumRequ,oI
06 DerodanIOledT..IIl.IAllachcopyorlW) 0 7, DerodanIM""I_.LMnQTruoIIAllochcopyofTru," _ft, TOIelNum'.<1ofSaI,OOI'l'i1Bo."
o 9,U1~a1"_'_ 0 10, Spo'JoaIPoYOllyCrecl~ldll.oId."hbe_12.31.9Iendl.I.911 0 II E"'Ik>nIoI"undOlSec,9113IAIIAlloc~S<hO)
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX iNFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING AOORESS
,TOB~TH COLEMAN 207 OAK KNOLL ROAD
FIRM NMl€ III AwIcObllI
NEW CUMBERLAND PA 17070
OFFIC~L USE ONLY
75.876.00
9.224.00
66.652.0C
66.652.00
0.00
': 9991~
3;999.1~
_ _._.>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
\Joderpenlllt~s of perjury, I doclftr8 lhal I hlMl oxlllT'Wned th~ relum, Inc~ding IKXXlfIlplWly(ng achedUDs Md 11elelOOn!I, And to the besl of my kflOlll1!dge arid belef, K Is true. correct sod COITlpete. Oec.atlon of prepllrerother
I~ao the per1ot1al re~MlIs based on 8I1n10f1Tl/ll1on of which prepare, hliS any kt'loYmdgfl.
~jGNAT IRE OF.j'ER' N RESPONSIB:~ FOR FIL~~~.RETU~ f.?OR~SS / I ;;' I Il 4.
'. s- ( rb~- /,('1 (,1:/1. I.; lid 6_ lv" ( . UL
SIG TU OFP.REPR ROT ERTHANREPRESENTATIVE AOORESS710 BRIDGl<; STREE'r'
NEW CUMBERLAND PA 17070
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7F;L~IiO~E~~MaE: 1 ? d -
1. Rear Eltole (ScI1edUIe AI 11)
~, Slocks and Bond. (Schedule BI 12)
3. CIos.~ Hald CotpOIlItIoo, Partnal1hlp or SOle,Proprlelorshlp (3)
4, Mortgages & Nol.. Racelvable ISchedule D) (4)
5. C..h, Bank Oepoelta & Mia(eIteMOllS Parsonal Property
(Schedule EI (51
e. Jolnlly ONntd Property (Schedu~ FI lei
7. Inler.V".. Trsn.fers & Mlscelteneous Non-Probsle Property
(Schedllle G 01 LI 17)
e. Total Gro.. A..ots (Iotol Lln..l . 7)
9. Funersl E,penses & Admlnlslrel"e Co.ls (Schedule H) 19)
10, Debto of Dooed.nl, Mortgage Llebllitle., & L"n. (Schedule I) 110)
11. Total Datlucllonallotol L1n.. 9 & 10)
(II)
(121
(13)
(14)
IllS)
7..itj47.00
1,329.00
re) I
6,966.00
2 258.00
12, Not Value of Estlla (Line e mlnu. Line 11)
13, Char1teble and Govemmentol B.qu..ts/See 9113 Trusts forwh~h an elecl~n 10 to, h.. nol been
made (Schedule J)
14, Nal Vllua 8ubJact to Tu Line 12 mlnu. Line 13)
15, Amounl of line 14 la,ab"
allhe .pou.allax rete ,
S..lnslructlona ror applicable percentage
16, Amounl of line 14 la"b" I
al6%rsl.
17, Amounloflln.14Ia,ab"
aI15%"I.
o.od x I
66'j:
''''I
(17)
lIe)
,De
,15
16, TI,Dua
19, 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
OATE
/7(' 7(.'
DATE
J(,73(9'l?
Decedent'. Complete Addr...:
~'~E~T ADOOrss ..
324 WESELY DRIVE RM 28
CITY
MECHANICSBURG
Tax Payments and Credits:
1. Tax Due (Page 1 Une 18)
2, Credits/Payments
A. Spousal Poverty Credit
8, Prior Payments
C, Discount
rVXE
Irp7055
(1)
, Total Credits IA + 8 + C) (2)
3. InteresUPenalty If applicable
O. Intemsl
E. Perlalty
120.21
TotallnteresUPenalty (0 + E) (3)
4, IlIlne 21s !188lerthen line 1 + line 3, enter the difference, This Is Ihe OVeRPAYMENT.
Check box on paoe 1 Line 19 to requett I refund (4)
5, If line 1 + line 31s l1eater than line 2, enler lhe difference This Is the TAX DUE. (5)
A. Enter the Interest on the tax due. (5A)
8. Enter the total of Une 5 + 5A. This Is the BALANCF. DUE. (58)
Maka Check Payable to: REGISTER OF WILLS, AGENT
h)1~~!h'?~~~"}~;~8't"b~;~K~~~;~j;,<I!),~i'!l~~1 '-;! l i "Ii
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN X IN THE APPROPRIATE BLOCKS
1. Old decedent make a transfer and: Yaa
a. rataln the ueo or Income of the property transferred; . . , , , . , , . , . , , , , , . , , . . . . , . . . . . . 0
b, retain the right to deelgnate who shall use the property transfarred or Its Income; ",..,.. 0
c. relaln a reversionary Interest; or . , , , . . , . , , . . , , . . . . . . . . , , . . , , . . . . . . , . . , . . . . . . , 0
d. receive the promise for life of elthar payments, benefits or care? . . , , . , . . . . . . . . . , . . . . . 0
2. If death occurred on or bafore December 12, 1982, did docedant wllhln two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent lransfer properly 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 other non. probate proparty? . . . 0
J
3,999.12
120.21
0.00
4,119.33
4,119.33
"
No
o
o
o
o
o
o
o
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE 0 AND FILE IT AS PART OF THE RETURN
',/-;._ , ';;2'-:""C':;'.>:;-., " ,'1;'''. __ - "11,.:\;.- " ',,' -_~.~. ,'::-W;'-:",...,/,,,<,~:_:;X{~;;ii:r!:<
72 P.S, g9116 (a) (1.1) (i) provided for tha reduction of the tax rate imposed on the net valua of transfars to or for the use of the surviving
spOllse from 6% to 3% for datos of daath on or ~fter July 1, 1994 and bafore January 1, 1995.
72 P.S, g9116 (a) (1.1) (II) provided for the raductlon of the rate Imposed on the nat valua of transfars to or fonhe use of the surviving
spouse from 3% to 0% for dates of death on or after Jalluary 1, 1995, The statute does not exemot a transfer to a surviving epouse from
tax, ami the statutory requirements for disclosure of assets and filing a tax return are stili apptlcable even If the surviving spouse Is the
only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995. Please answer the following question by placing an "x" In the appropriate
spece,
Old the decedent create a truat or elm liar arrangement which II lolaly for the eurvlvlng epouee'e benefit for hll or her entire
lifetime? Yee 0 No 0
If you answered yes to tha above question, tha tax on the trust or similar arrangement Is postponed until the death of the second spouse,
at which tlma II will be fully taxable attha rata(s) appllcablo to the ramalnder beneflclary(ies). Enter the value of the trust on Schedule J,
Part II, In order to remove It from the calculation of the tax due In this estate, You may wish to file Schedule 0 in order to make tha
elactlon available under Section 9113. If the election Is made, the trust or similar arrangement Is taxed In the estate of the first decedent
spollse, the portion of tha truBt or similar arrangement which benefits tha surviving spousa is taxed at the zero tax rata, and the remainder
Is taxed etthe rate(s) applicable to the remainder baneficlary(las), If you choose to make the election, you must attach Schedule 0 to a
tlmely.filed tax return, along with Schedula(s) K andlor M In order to show the apportionment of the trust or similar arrangament between
the surviving spouse and the remainder beneflclary(les),
8TF PA42021F2
REV.Hi1.(EX. (1-91)(1)
COMMONWEAlTIl Of PENNSYlVANLoI
INHERITANCE TAX RETURN
RESIOF.NT O€CEDENT
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
(Check Box 4 on R~v.1500 Cover Sheet)
NONE
ESTATE OF FILE NUMBER
JUNE 0 TURNS .
This schedule Is to be used for all single life, joint or successive life estate and term certain calculatlon$, For dates of death
prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dat~s of death on or after 5.1.89.
Indicate the type of instrument which created the future Interest below and aUach a copy to the tax return,
[JWIII [J Intervlvos Deed of Trust []Other
, LIFE- ESTATE INTEREST CALCULA!LON
NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS
LIFE TENANT(S) DATE OF BIRTH DATE OF DEIITH PAYABLE
OllIe or oTerm olYeam ~__.
----
OllIe or oTerm of Years _
olllaOl oTerm 01 Years ____
oUleor oTerm 01 Years __.,
-1-.__
1, Value of fund from which life estate Is payable
2. Actuarial factor per appropriate table
Interest tabla rate. 031/2% 06% 010% oVAriable Rate %
3. Value of life estate {LIne 1 multiplied by Line 2)
--
ANNUITY INTEREST CALCULATION
NAME(S) OF NEAREST AGE AT
ANNUITANT(S) DATE OF BIRTH DATE OF DEATH
$
TERM OF YEARS
ANNUITY IS PAYABLE
Ollie or oTerm olYoars
OllIe or 0 Term of Years __
Ollie or oTerm 01 Years ___
o 1I10 or oTerm of Years
1, Value of fund from which allnuity is payable
2. Check appropriate block below and enter corresponding (number)
Frequency of payout. 0 Weekly (52) 0 BI-weekly (26)
o Quarterly (4) 0 Semi-annually (2) oAnnually (1)
3. Amount of payout per period
4. Aggregate annual payment, Line 2 mulliplled by Line 3
5, Annuity Factor (see instructions)
Interest table rate 031/2% 06% 010% o Variable Rate
6, Adjustment Factor (see instructions)
7. Value of annuity .If using 3 1/2%, 6%, 10%, or if variable rate and period payout Is at end of period,
calculation is: Line 4 x Line 5 x Line 6
If usln9 variable rate and pariod payout Is at beginning of period, calcuiation is:
(Line 4 x Line 5 x Line 6) + Line 3
$
o Monthly (12)
o Other ( )___--'_
-$
%
$
$
-
-
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 reaultlng life or annuity interest(s) should be reported at the appropriate tax rate on
Lines 13c 1fi, 16 and 17..
SlFP^,,2021F.15
(II mOIB space Is needed, insert addlllooal sheets 01 the same size)
PNClBANK
Central PA
JUNE 0 TURNS OR
VICTORIA T GITTLEN
JO BETH'COLEMAN POA
207 OAK KNOLL RO
NEW CUMBERLAND PA 17070
stoto.ont IIu.bor 50-8005-2741
Slot End Doto
04-14-H
CHECKING
..JUNE 0 TURNS OR
VICTORI~ T OITTLEN
JO BETH COLEMAN PQ~
Account NUo1lblr
Ta)( ID NUllblr
L..i Stmt End D.t.
50-8005-2741
190-20-01>12
03-14-9]
ACCOUNT SUMMARY
I Pr.vlou. Bolon<~
47B.59
.IM~
~
--
-
047
-
-
-
Enolosure.
P't'
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1
PRIORITY 50
For Cuatollllr S.rv1cI or current ,..t..,o.11
1-800-537-2262
AmYo! r::hdr..Ols/OOb~
010.B8 ,00
peDOS! 1:I/Crlld11I
251 , 74
OAIL Y ACTIVITY
Ref.rane.. ChIcks and
I!ili E~Dl.n.tion of Tr.n..ction Humb.r .Q!b.r Dab i t I
05-14 YOUR PREVIOUS STATEMENT BALANCE
0!-19 CHECK 1202 26194150 27,20
05-20 CHECK 1205 21658091 29.65
CHECK 1205 24029507 9,80
03-21 DEPOSIT 22772889
CNECK 1204 22621765 54,S!
0!-24 CNECK 1206 21U4850 9,70
0!-25 DEPOSIT 212U016
OS-51 CHECK 120. 25901144 SOO,OO
!iI.!1 Behnc.
119.45
Dapoa1 h ,nd
OthMr CredH.
b1IMl
478,59
451.39
411. 94
500.37
490.07
619,45
119.45
122 . ,.
12B.78
ACCOUNT INFORMATION
AVERAOE BALANCE nl.54 PNC MAC DEPOSITS 0
AVO COLLECTED BAL 528,S! PNC HAC TRNSFR 0
CHARGES AND FEES .00
CASNED CNECKS/ND 0
BRANCH DEPOSITS 2
PHC HAC WID 0
SUMMARV OF CHECKS
Cho'" Doto Ch.ok tioh Chook Dai.
IlJmIItt 6J1lllllli t.J.i.lI tIllmUr. AWIlli w.sI tiI!mlw: Awmi WJl
1202 27.20 05-19 1204 54.53 03-21 1206 9.70 03-,24
1205 29,6S 03-20 1205 9.80 03-20 1208_ 500,00 05-31
. Gap In your chick ..quancI
SAVINGS
. JUNE 0 TUftNS OR
VICTORIA T GITTLEN
JO BETH COLEMAN POA
Acoount NUlIlb.r
Tlx ID Nl.llnb.r
L..t st.t End D.to
50-3012-6059
190-26-..12
05-14-97
ACCOUNT SUMMARV
I wvlouo
Wlthdr...ls/DUlli l
,00
Belanc.
025,BO
DeDodh/t,...ditl
.oa
far CusioMlr Service or curren; r';'~/c.l1
1-800-537-2202
lni:.,....t .l.JJ.sI
1.25
HI" Bd.ne.
625,05
......................~..~ni~ti~jR~............................H.........H.......H...,
II!.] NIllonwida is on YOIH .,d.
p,n>>O)i \i9:!r.ulun\hu~.()tll,~~lbl-ll)l
Account Statement
1,,,11\,,,111,,,,1,1,,1,1,,,11,,1,1,1,,,1,1,,1,,1,1,1,1,,11,,1
JUNE 0 TURNS
!t2S WESLEY DR
ROOM 2&
MECHANICSBURG PA t70SS-3S74
Pao. 1 of 4
rHERE'S STILL TIME '10 SAVE: ON YOUR 1996 TAXES BV MAKING AN
IRA CONTRIBUTION, JUST BE SURE YOUR ENVELOPE IS POSTMARKED BY THE U.S,
posr OFFICE BV APRIL 15, 1997. QUESTIONS? CALL US AT 1.900.648-0920.'
SUMMARV OF ACCOUNTS
Statoment Period 03/01/97 - 03/31/97
Fund Name
Account Number
Number
of
Shares
Share
Price
Dollar Value
'401
Holdlng~
NATIONWIDE FUND
U.S, GOVT INCOME FUND
MONEV MARKET FUND
22 1330010154.4
19 9100001389.9
24 8030024153.4
2.109.300
2.537,942
5,361,610
20.96
9.84
1.00
44,210,93
24,973,35
5,361.61
59,3%
33,5%
7.2%
.~~t,; .' 1 ."".I"'~.: . I 'l.~}'~:,..!t..':\~~~I::t!nT;"'(~I.m;..'{er~11n:m3\:>,'~J"" '", 'r \." <,.~.i . ",.,;(1;(tl11..1 ";
INVESTMENT EARNINGS SUMMARV
Vear'To-Date
Fund Name
Long Term Dlvldends/ShortTerm Total
Account Number Capital Gains Capital Gains Earnings
22 1330010154.4 0,00 157,63 157,63
19 9100001389.9 0,00 367,54 367,54
24 8030024153.4 0.00 40,97 40.97
NATIONWIDE FUND
U,S GOVT INCOME FUND
MONEY MARKET FUND
'l' " "i.~~I.':\": -'\ ,':, ", ,~~ J'~" :'.11 .....J.,,";;1,r't!ii- ,'.:'U~~i t~'I'.~,r ',': ,.,;f.~r.i
! IIIII1 ~~ ~III ~i II~ m IIII
t1lw ." 100. 00' 0000
003865
~~
(f' .
~
~
::r:Ji{;'
(\)0
1(" t\
:=;;
u T"',
;L ""
PAI'lI!NT.
Pet. ttM top portion of thh Nati~ mnd "It with your p8!1Mnt .... Pllwo1. to
printed qI:' thI reveru alt1e.
"'0 ,,;
~, .,
th.~"'" end
.....
o
11
f'.J
~....
(if g.
If RESIDENT DECEDENT .... ot.ck or IItOMY al'der paYable tOt REGISTER OF WILLS, AQENT.
If NON-RESIDENT DECEDENT Nkll check or IIOrMlY order payable tal COHHONWEAl TH OF Pi:NNSYLVANIA.
REFUND (CAli A refund of II till< C1rlldJt, Mhich "as not requut.d on the Tax Roturn, IIlIY be raqUflll't.d by cCJIIPIQtJ"tI III"l
-4ppllcRtlon for Refund of Pannsylvanle Inherjt.n~ and gstate Tax" (REV-1313). Applications ete ev.llable .t
tha Offiell of tho R~ht.r (If Wills, an)' of tn. 23 RllvDOue IHstriot Office. or frOJl the Iktpartunt'. Z4"hour
answoring Stttv;\c:o tllabIIrG for for.. orduring: In Pennsylvania l-tlOO~562-2050, outs.lde Penn.ylvenla
.00 ..!thIn 10081 llarrhburg IIrUl!l (717) 737-80<1'4, TDDI (71]) 772~2Z5Z Ulearing IlIpaJr.d onh'l,
REPLY lOt
Que.tions regarding errors contained on this notice should be addressed to: PA Departunt of R.v~, lureeu
of Ind1v~dual Taxes, ATTN: rost A8S85HOnt RClview Unit, Dept, 280601, Harr1sburg, PA I1IZ8~0601, phoM
(717) 731-6505,
DISCOIIIT ,
If eny tax duo .is paid ..!thin three (3) calendar aonths "ft&r the deo~."t.s death} ft 11vIII perc.ot (5:0 dhOOUht
of the tax paid is allowed.
pt"'HALTYI
The IS~ tax -.ntsty non-partioipation penalty 1s c~puted on the total of the tax Bnd interest a.....ed} and not
Jlaid before Jnnuary ]8, 1996, the fil'at day .,.fter the end of the tax Mnll$ty P.r1ocl.
I.,.TEREST I
Intflr.st is charged bewlnnino with flrst day of delinquency, or nine (9) IItOnth.. end one (1) day fro. the date of
Cleatr, to the date of pnYHnt. Taxeli which b8r.... delinquent before January 1, 198~ bur interest at the rat. of
.ix (6%) percent per annu. calculated at 8 daily rete of .000164. All taxes which bec.-a delinquent on and after
Janutlry I, 1982 will bear interest at II rate which will vary frOll calender Y81lr to calender yaar with thet rate
announced by the PA Doport~nt of Revenu4. lhe applloable Interest rates for 1982 thro~) 1998 ar.l
V.., lnt.rut Rat. Doily Intere.t Faetor Veer lnt_rest Rate DeilY lnterefit Factor
--
1982 'OX .000548 1987 'X .1100241
198' 16~ .00003 1988-1991 In: .000301
19&4 11/: .000301 I.., 'X .000247
19&0 13;< .00O:J56 1993-1994 7:( .00019Z
1916 10/: .41(10274 1995-1998 91: .000241
.~lnt.r..t is c~)oulated 81 fallowsl
INTBREST ~ BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST fACTOR
-~Anll Notice iUlHId lifter the tal( tt.OOMS del.lnquent .,iu reflect an Int.rest calculltion to fiftHn (15) daly.
beyond the dat. of the anuI..nt. If paYllflnt la .ade att.,. tho interut cDllputatlon date shown on the
Notice, ndditlonlll interest .u.t be calculahd.
( //1.- /1
/> /
BUREAU OF IHOIVIDUAL TA~ES
INHERITANCE TAK DIVISION
DEPT. Ztl060t
HARRISIURn, "11 1711&"D601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HaTICE OF IHHERITANCE TAX
APPRAISEHEHT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS ANO ASSESSHEHT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-U8-98
TURNS
03-25-97
21 97 - 0314
CUMBERLAND
101
JOBETU COLEMAN
207 OAK KNOll. RD
NEW CUMBERLAND PA 17070
E~ _A~t R~~Od
u
*'
IfY.U41 II ,,, n,-."
JUNE
o
l
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 ...
R'EV:isW-EiC"j:p-ioij:97rNcjfic3r-oF-YNHEiiifANcE-T'Ain-PPRAYSEi1ENT~--"i.niwAiicE-i'-R----------" ---,._-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TURNS JUNE U FILE NO, 21 97-0314 ACN 101 DATE 06-08-90
If an assesSlent was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of Abh returns assessed to date.
ASSESSMENT OF TAX:
16. AltOUnt of Line 14 at Spousal rete (1&)
16. AllOUOt of line 14 t.)(abh .t line.l/el.lli A rat. (16)
17. A.Dunt of LAne 14 taKable .t CollateraI/CI... 8 rat. (17)
18. Prinoipol T.~o
TAX CREDXIrS \0
TAX RETURH WAS, (X I ACCEPTEO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Sch.ck.l. Al
2. Stock. and Bonds (Schttdule Bl
3. Clo..ly Held Stock/P..rt....r..hlp Int.rest (Schedule C)
4. Hortoao-t/Notes Receiveble (Schedule DJ
S. Cash/Bank Oepolit./Nisc. Person.l Property (Schedule [J
6. .Jointly o.tn.d Prope,''ty (Schedule FJ
7. Transfers (Sohedul. GJ
8. Total A.set~
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EKpen~.s/AdR. Coats/Hiec. Expanses (Schedule H)
10. Dobts/Hortgogo Llobilitios/Li.ns (Schodul. II
11. Total Deduotions
12. Net Valu. of TeK Retur'n
13. Charitable/GovernMent.l Bequests} Non~elect.d 9113 Trult.
14. Net V.lue of Est.to Subject to To.
NOTE:
PAYHENT
DATE
03-23-98
,>:[
.....CL
\"'-1
It'RECEIPT '
- "NUllBER '
A269874
,--
DISCOUHT ..)
IHTEREST/PEN PAID (-)
86.92-
z
:~
I.:
08
(9)
(10)
I CHANGED
(1)
(2)
(5)
(41.
(Sl
(6)
(7)
.00
74.547.00
.00
.00
1.329.00
.00
.00
(81
6,966.00
2.258.00
1111
(12) _
1151
1141
(Soh.dub JI
_ .00 X .00.
66,652.00 X .06.
.00 X .15.
(18)
AHOUNT PAID
4,119. 3
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
~'-~_.
TOTAL DUE
. IF PAlO AFTER OATE INDICATEO, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE I To insure prop."
oredit to your acoount,
.~lt the upper portion
of this for. with your
t.K pay..nt.
75,876.00
9.??4 no
66,652.00
.00
66,652.00
.00
3,999.12
.00
3,999.12
4.032.41
33.29CR
.00
33.29CR
IF TOTAL DUE IS LESS THAH .1. NO PAYHEHT IS REquIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY 8E DUE
A REfUND. SEE REVERSE SIDE OF THIS FOHN FOH INSTRUCTIONS.)
RESERVATION I E.tit.. of deotdInt. dyino on or before Deoeablr 12, 1982 .- if any future int.r.st in the ~.tat. 1. tren.f.rred
in ,o.....ionor IMlJo_nt,to Cleu B (oolhter",l) beneficiari.. of tho d.oldltnt dhr the "'lCpir.t1on of InY ..t.t. for
11f. or for y..r., the C~.lth hlreby .xpr..,1y r...rv.. the rJfht to IPPr.I'1 end ...... tren.fer Inheritance TIIC..
.t the 1wful CI... 8 (ooU.t.ral) rate on eny .uoh future lntlr..t.
PlJAPOSE Of
NOTICE I To fulf111 th. requJrwtantl of Slctlon 2140 of the Irwuo1tanc. Ind Eltet. Tex Act, Act 21 of 1995. (72 P"S,
hotlon 91<-0 l.
PAYMENT I Detach tho top portion of thh Hotloe Ind .ubIlJt with yooT pl!lYHnt to thG Rlght.r of Nllb printed on the rev.r.e .idl,
uHak. check nr .oney orcklr plyable tOI REGISTER Of' MILLS, AOENT
RfflJrfD (CR)I A r.fund of . tax brldit, whloh WIIS not r.qu..ted on the Tax Return, .ay be requ..tld by oapleUng an "Application
for R.fund of penn'Ylvania Inheritance and E.tate TalC" CRfY-1313). Appllcotlon. ar. avallebll at tho Off Joe
of the Reahter of NUb, any of the 23 Revenue Dhtrlct OffiCI', or by calling the 'Plclal 24~hour
IIf1.Nlrlllll lI"vlcl ou.blr. for for" ord.rlngl In PIM.ylvenia 1-800-362-2050, outside Ptlnn.ylvenia Mld
~ithln local Harri.burg area (717) 7ft7-8094, TOO. (7171 77~-Z252 (Hearing IlPalr.d Only).
oaJECTlOHSI Any party in Inter..t not IIltiofl.d with the apprahM.nt, allowanc. Dr dh.UONooce of dlductionl, or ......lIent
of talC (including dhco\lnt or Inhr..U as .hown on thh Notice au.t object within .hetlf (60) days of rtctdpt of
this Notice bYI
-~wrHt." protut to the PA Depart..nt of Rev.nue, BOllrd of App.als, lHIpt, 281f/21, Harrhburg, PA 1712a~1021, OR
~-.lectiofl to have the utter d.ter.1Md et audit of tho account of the personal r.pr..antativI, OR
-~IPpeal to the Orphan,' Court,
ADMIN
ISTRATIYE
CORRECTIONSl
Factlltll .rrorl disoovered on thh .u.....nt ,h(}llld be acklr....d in writing tOI PA DIp"rt..nt of Rev.oue,
BureltU of Indiyidu~l TalC", AnNI Po.t h....lHnt R.view Unit, Dept. 280601, Harrisburg, PA 17128~0601
Phone (711) 767-6505. S.. page 5 of the booklet "In.truction. for Inher'ltanoe Tal( R.turn for a RosJdtnt
O.oedent.. (REV~1501) for an .lCplen~tion of a~inl.tretJvelY correctable .rror..
DISCOUNT I
If eny talC due is paid w1thln three (3) o"lend.r IIOnthl lifter the dllledent', d..th, a five percMt (5iO dlllcount of
the hlC paid II allowed.
PENALTY I
The lS~ talC .-ne.ty non~p,rtloipatAon penalty I. c~ut.d on the total of the tll( end Int,re.t ......Id, and not
paid be for. January 18, 1996, the fir.t day aft.r the end of the tex -.na.ty period. Thi. non~p.rticlp.tJon
p.naltY Is appealabl. In the .... ..anner and In tho thll .... U.. p.rlod IS you would appn1 the talC end Int.rlllt
that h.. been .......d II Indicat.d on this notice.
INTEREST I
Inter..t h chlr84KI beginning with first dt.ly of daUnquanoy, or OhM (9) .onth. and one (1) day frn. the data of
dlath, to the data of payee"t, TalCe. which h.c~ delinquent bafore January 1, 1982 ~.r Intar..t .t tho rate of
Ill( (6iD pure.nt par ItIWlU11 aalculat.d at III dtllly rat8 of .000tM. All tlue.. whioh bee... daUnqtMNlt CfI IIOd efter
Jamlary 1, 11)82 .111 bear intor.\oIt at III rat. which wUI vary fro.. calandal' y.ar to calender y.ar with thtlt r.te
announced by the PA O,pBdeent of Rlv.nuu, l'he applicable intere.t rat.. for 1982 through 1998 era I
U!!: Int.r..t Rllte UaJiY Int.r..t Factor ~ Int.reet Rat. D.lly Intere.t Factor
1982 20~ .000!i48 11187 9% .000247
19U 16% .000438 19"~1991 11i: ,000301
'98/0 11% ,000301 199' 9Y. .000247
1985 U;.: .00035(, 1993~1994 n ,000192
1986 10;': ,000274 1995~199tt 9i: .000247
--lnbr..t I. a.lcul,t.d .. 4011ow.1
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
uAny Notioe Is.ued tlHer tho telC bIoOll.. delinquent w111 r.flect en Inter..t caloulatiqn.to fifteen (15) day,
beyond the date of t1111 fI.."....nt. If paYHnt It elKtft after the Jntare.t CQltPUtlltion chlte .hown on the
Hatla., IKtdltional Inhr..t ltU.t be celwl.ted,
. ,J ~", ..
,.
....\
"
: ILLlvt~AlLt J
~UI1~ESS("
"1 f l' r'II!~,~~ '
l!I'Szn~1:'6'3 r;z
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT nF ~EVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT280001
HARRISBURG, PA 17128,0601
RECEIVED FROM:
1-
VICTORIA TURNS GITTLEN
........"'.'".-
-
.
1I"i",ItI'".I!!"!!."/I,,,"I,"It,IIIlIlII,',I,.,ItItIIl,1I
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
995 EAST BASELINE ROAD ~ 2116
TEMPE, AZ 85283
fOWliERE
--.,-EJ.-1997-0314
NAME OF DECEDENT IlAST)
SSN 190-2~-661~
IFIRST) (Mil
--._.TURNlLJ.lJNLO-._~_.
DATE OF PAYMENT
__d__3L23L~298_.._ _...__._.
POSI MAR~ DATE
.. d. 'dO.LQQLOO.o.o._ ..._ ""_. ____
COUNTY
____ CUMBEBLAJIlD _____u,.,
DATE Of DEATH
:3 125 II 95n___,
REMARKSVICTORIA T GITTLEN
'*
NO. AA 26 9874 "EV"" Ix ,,,,.,
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
~-l-
$'1,119.:;1:;1
-ff ~ ~~
\1' l'l""'o i,
~ ~ .... FOLO ~IEAE
.." t-: {)
[ ,'. '.
-rr-- 51 'J
g; r~
--- a- il i.
, (. :=.,.,(1j
c -~ Vi
:0(;; N- Q.
)i:r. '"
TOTAL AMOUNT PAID
$4 . 119.33
(l /J~.l SK
RECfilVED BY . y;/;ttu L:./-~u....; ,
M"O\l,... I~ 1/ ,/1
(f/
'.,
STATUS REPORT UNDER RULE 6.12
Name of Decedent I ::J i-\ V1 e.
Date of Death: 3/,)..S / :l 7
Will No. l.}1 : 97- cU I Lf
O. ItA (1-(\ S
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 th~ above-captioned estatel
1. State whether administration of the estate is complete:
Yesy.. No__
....
2. If the answer is No, st.ate when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer tb No.1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Ves No '/--..
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes f..." No
d. Copies of receipts, releases, joinders and
approval~ of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
3/ J /'tZ
o~~
..,.
~
'<t
0..
Lr\
I
r.i
\..r, 6~'C\, C"~::" --'
~
JO beth Ce.1 eMC'l1<\
Name (Please type or print)
,-.un 001 K I<~ cd I fLc)
~lt.t C"""" bq...,!e,.,)/ fri 17tJ )0
(71/) 77'1- IiI o~LI
Te I. No.
'f;:'~(
,J f..
,-)
,\ :. bQ
.' <i! ',.
8 u~} , 'c '~
[10:.. ~ .!2~
(HAHl rmflAM3Tu
Capacity:
06-011-98
TURNS
03-25-97
21 97-0314
CUMBERLAND
101
[-. A....,;tii..ltt;d--H
H_~=:====:J
MAKE CHECK PAYABLE AND RIMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERI.AND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOIIER PORTION FOR YOUR RECORDS ..
iieY=fM-j-EX--AFP-fo"f:97Y"NO'ffcEhO"-iiiHiiiffTAHCT'TAX-"-PPiiXfsEifEiiT~--;;L.i:.owiiNCi1-Oii-----------_m_-
DISALLOIIANCE OF DEDUCTIONS AND ASSESS"ENT OF TAX
JUNE 0 FILE NO. 21 97-0314 ACN 101
If lIIl .1ISellAent "'as issued previou.ly, I1nee 14,15 and/or 16, 17 and 18 wU,1
reflect figure. th.t inclUde thetot.l of ~ re~urn. a......d to date.
ASSESSMENT OF TAXI
15. ~t of line 14 at $po"..l rata
16. ~t of Line l~ taxable at Line.l/el... A ~.t.
17, ~t of Line 14 ta..abla at Colletaral/Cl... I rata
1a. 'rlnclp.l T.x nu.
IOR!AU Of INDIVIDUAL TAXES
1~I'ANCt TAM ~'VrSIOH
DfP L 11&'''1
HAMIUlIIG, PA 171tl1-1601
COMMONIlEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HOTICE Of IMHEIITANCE TAX
APPRAISE"ENT, Al.LOWANCE 01 DISALLOWAllCE
Of DEIlUCTIIIHS AND AGSESSlIENT lIf TAX
JOBETH COLEMAN
207 OAK KNOLL RD
NEW CUMBERLAND
DATi!
ESTATE OF
DATt: OF DEATH
FILE NUIlllER
COUNTY
ACN
PA 17070
ESTATE OF TURNS
---
TAX RnUlIN liAS. (X) ACCEPTED AS fILED
( 'CHANGED
Ris~VATION CONC~ FUTURE I~TEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Eat.ta ISchodula A) (II
2. Stock, and Bond. (Schedula II (21
3. CloMb IIald Stock/Pertnerwhlp Int.,'ut (Schedule CJ IS)
q. Hod_o/Note, R_ivabh (~la DI (q)
S. Caehl_ o."o,U./lth". PorOOOlll Pr_rty (~le EI (5)
6. .JoIntly Owned Property IScMdul.e f') (6)
1. Tran.fere (Schodule G) 171
a. Tot.l A...t.
.00
74.547.00
.00
.00
1.329.00
.00
. OJ!.
111_
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. F~r.l f.J<pOt'lHII/A.. Coats/Htac. EXI*l... (Scn.ch,l. tI)
II. Debt./Hort_ Llebllltle./Llen, (Schedule I)
11. Totol Deduction.
12. ...t V.h.. of Tax I.tur'n
IS. Chorl,tllblo/llo.e,,-.tal ~.ta) Non-elected 9113 Tru.ta
lq. Net Velus of E,tete Subject to Tax
(9)
UU
6,966.00
2.258.00
Ul)
U21
US)
U4)
(Schedule .J)
NOTE I
US)
1161
(171_
.00 X .00.
66,652.00 X .36.
.00 X .15.
1l8)
TAX CREDITS:
PAYIII!NT
DATE
-03-23-98
IlfCEIPT
NIJHIIER
AA269874
DISCOUNT (+)
INTEREST/PEN 'AID (-I
86.92-
AItlQlT PAID
4;TI9.33
'*
n~-IWI" AlP 1".t11
JUNE
o
DATE
06-08-98
NOTE l To in..r. proper
oredit to ,Your ~oount,
......U the _r portion
of thl, fora with your
tade: p.tlYMnt.
75,876.0,!!.
Q.??4.nn
66,652.00
.00
66,652.00
.00
3,999.12
.00
3,999.12
TOTAL TAX CREDITij_ (t ,032. 4I~
BALANCE OF TAX DUE 33.29CR
INTEREST AND PEN. '-.00 -,
-, Toni nil.. '-.._--::::~..