HomeMy WebLinkAbout97-00361
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Oath of Personal Representatlv. r; ;,~
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COmmonw..hh 01 PlnnlYfYlnll
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TIll p.lIl1oner(.) tbov..nlrned awllr(l) or IlfIrm'lllhll the atllementl In Ih, \OrtQOlng Pltltlon Irt IN.
n ooll'tcl to Ihe bell 01 thl knowledge and belel of PIUlIoner(l) Incllhll, II ,",reon&! rtpto""",lve(l) 01
lit Dtctdtnt. P,lltion.r(l) win wen andlruly Idmriater the ,atlle IC<Xlrdlng \0 laW.: ',',
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For the Reglotor fii'lJC'b
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No, 21-97-361
Estate 01. ~lARGARl\'l' ~l. GERNER Deceaood
SocIal SecurllyNo: 08b-09-5094 Date of Death: Nnrch 27. J 997
ANO NOW, APRIL 22. , 19 97 ~ In conslderaUon
01 the Petition on the rever.. side tllreon, ea\lsfsc\ory proof having been presented before me,
IT IS OECREED that LelterslGl Testamentary Cl Of Administration
.. ....MJ.a.;~ ..; dllfli'llf ItIMtt!&; ""..,.. rMlll'bM
are hereby granted 10
NANCY C:. HElLNER
.'
In Iho above eslate and that the InstNment(s) dated _,_ November 13, 19.2.:__
described In the Petition be admltied to probate and flied 01 r&cord as the last Will of Decedent.
FEllS
liners ................,.... , 23.5.00 'n
SIlort CerUflcate(l) ..Ii. , 12,00
RItrKlnclallon ........... , Attorn.y:
~davfts ( ) ........",.. ,- LD.No:
Extra Pages ( 2) ......... , 6.00 Addr...:
CocIClI ..................,... ,
JC,P Fe. ...........,........ , .5.00 T.lephone:
Inventory ................,. .
Other ....................... ,
TOTAL ............. , 2,.58.00
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, DolHil
?771.A
222 S. Market St.. Suuite 201
Elizabethtown, PA 17022
(717) 367-1370
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Prf9llld ~ !hi Pl/Mlllv",,1a ... AII""_ ,..,
MAILED LETTERS AND ORDERS TO ATTORNEY APRIL 22, 1997
Register of Wills of CUMlllmr.ANIJ
County, P8nnSi~ 1vanla
OATH OF SUBSCRIBING WITNESS
ht8I.oI
aIao known ..
MAlH;ARlo"l' N. GERML:ai.-_..
No, 21-97-:Jg.l..__.___
LATE OF LOWER ALLEN TOWNSHIP
_....... o-..td
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r.A'j1J-IFRTNE RORERTS DI'~__...
(.ach). lublallblng whn..s to the 0 codlcll(l) ~ wll'(11 pl.,~."t1>d h.r~whh, (..oh) being duly qL',lIn.d according to
law d.P<"'(s) Ind say(s) thll Ihl! hI! they wUl \\II' pr...r.' Ind saw th. above Ttltl'or(t''<) I'Qn th. 11m. .nd
thl! shtlh.~h.y Ilgn.rl II . whn... .t th. requtl' olrtltll1or(rlx) In hls/h.rllhDlr pr..~nOt and rJ1 ,n th. pr.unce
of ..ch oth.r O.ln th. pr.unCll 01 the OU,tr ,ubscrlbir, whnu.(tI) .
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I,") , rt, 24 Cedar Cliff Dr. , Camp Hill, PA 17011
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! oI~./:P',\18 97
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UjOOralion 01 NoIl1y', commloolon.)
NOTARIAL SEAL
DEBORAH J, KLIM, Notary Public
Ellzlbt1htown BolO, Llncula' County
M Comml..lon Ex I.... Sepl, 24, 2000
NOll,; To be tak.n by oIf1oer aU\hClI:~lI(ll'J adl'" nltt.r Olt~..
Pl.... hlv, pr.unlth. origin.' L>,' C~; If '~lnJ1rum.nt(l)
al Vm. of not.rizatlon, '
Form IIIVi-2 ,
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ALBERT 0, STUART, p, C.
ATTORNEV AT I..AW
273 Ii. UNION 91HI':I::T
MIDDLeTowN, pA 110D1
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KDDtER. WIL
lAST WILL ANt> TESTl\Ml!ID'
OF
_ MARl.:lAREll' 10\. GERMER
I, MAOOARE.T M. GERolER, of 24 Cedar Cliff Drive, Tc1.oI11Ship of I.pwerAllen,
CcAmty of CUrrterlan:l ard eamonwealth of PennSylvania 17011, do heI'eby make,
plblish ard declare this to be my laSt Will ard Testament, hereby revok.irg
arrj ard all wills by me at any time heretof.ore made.
ITEM I:
I direct payn'Bl1t out of my estate of the ~ of rrrj last
illness ard funeral.
J:TEl'I II:
I give, devise ard bequeath all of rrrj property, real, personal
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or mixed, wheresoever situate, unto my daughter, NANCY G. HELlNER, of 646
1Iberdeen Road, Elizabethtown, PannSYlvania 17022, absolutely an:! forever. In
the event that my daughter, Nancy G. Heilner, shall predecease me, then I
give, devise an:! bequE'ath my entire estate to my issue per stirpes, provided,
, nevertheless, that in the event said issue shall have created a tnlSt either
by an inter vivos trust dOC\.UTlE!l'lt or by the terms an:l provisions of said
issue's laSt Will ard Testament for the benefit of said issue's issue an:l
said iBl3Ue shall not have attained the age or ages for distribution p.u:suant
to the terms ard provisions of said trust at the time of my decease, then I
direct that the share of said issue shall be added to the tIUst prin:lipal so
created an:! shall be held, administered an:l distributed by the 'l'nIstee in
aocordan<:x:l with the t.eI:1Te ard provisions of said trust, it bein;J my intention
that my legacy or beqUest fallin;J to said issue shall be bleroed with any
such tJ:usts as may be created by said issue an:! in the event of no such
trust, I direct that the share of said issue shall be distributed to said
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21 ~9'l~361
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CERTIFICATIQtLQ.F_N.QrIC,LUNDER f\lM!.- 5. ~lg:).
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Naml!l of Decedent. MARGARET M. G1~RMgR
Date of Deathl~27r 1997 ~_.-.......--_--
Will No. 21-97-0361 .-~ Admin. No.
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To the RegisLer..
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Aoril 23. 1997 I
Namfil
Address
Nancy G. Heilner. 646 Aber<ill.gn Rd.. Elizab..ll..thtQ.lill.....fJ\ 17022....-_
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except Nnn..
Datel
O"_?1~q7
Kevin D. Dolan
Name GTNGR[Ca......wITH. KLINGENSMITH & DOLAN
AddrElss-2.22...s. Market St.. Suite 201 _
Elizabethtown. PA 17022
Telephone.lZl7) 367-J.lZ.Q..._
CapacJ.ty;~_ Personal Reprellentative
_L COllnsel for personal
representativEl
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~~SYLVAHIA
DEPARTI.4f.NT Of RI:VE~ut;
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REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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THl!I RElIIRN IIUIl iii fUO IN oUPUCAn WITH THE
REGISTER OF WILLS
!Rl1.Cf\lInaIR.tum 02.SuPlliltmoolelRelum 03.RemaIndelR.tum'...._.....,HW)
o u_eSIeIe 0 4..Futul!ln_CompromIseI....._...Il.Il~n 0 HedorIlE_TuRelumRequlred
IKl 6. DeoedenIDled Teslele _"".WI) 0 7. Oe<:edenlMelnle1ned aLJWI,j TnBl_"".TMQ _ 8. Tolel Number of Ssfe Oepoen Bo,..
09. LIIIQltIonProoeedsReceI;td 010. SpooMIPOYOrtyCllIdltl....__Il.I'.I1..;.t.) 0 11. EIectIun~taxundtrSec. 9113{~)_S<hol
THill SECTION MUST BE COMPU!TEIl. All. CORReSPONDENCIl AND CONFIDENTIAl:. TAX lNFORMATioH SHOULD lIE !)tRECTED TO:
""'" - .-- lUI'lET1!....IIlOAOOIlUS
Kl'.vln \), lJolall
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C INGIUCII, SmTII, KLIN(:ENSfllTlI 10 DOLAN
Tll.EPtOEPU.IIE"
717 36/..1310
:~27. S. Narkl.'.t St. I Sui t't~ 20!
EIlzalH'tht,,"", I'A 17022
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(1) ~r"""r 'A. -f-"'~~"~'-';''';V'~,.,,;,I'"' ~~.. 2"'~""6'; ....~ I .
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(6) :;,'" ~ L;f."".,..',L'~"~.w~.i I.U:~,,;,j~ .... i ~~
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12. NtlVlkltolellat8(Unl8rmusLill11)
13. ChaIltalllIand CloY8mmenlellllques1slSoo9113 TlUlm forwtllctun electlon ~tax has not been
made (Schedule J)
14. NOI V.IuISubjtct tD Tox (LilI12 mlnus LilI13)
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1. R..I Estalll (Schedulo ~I
2. Stocl<s.nd Bonds (Schedule B)
3. CIooIIy H.~ CoIponltlon.Psrtnltshlp 01 SoiH'mpf1ItOI1hlp
4. ~lOllO & _ RecelYable (Schedule 0)
5. Cash, Bank 0ep00ltI & MIsoalaneoos PlllSOIIIl Propel1y
(Schedule E)
5. JoIntlf CNined Proporty (Schedule F)
7. Inlof.1'IYos Transt", & Mlsctilllneous NOfI.Pnlballl Propel1y
(ScheduIoGOIL)
6. TOlaIOroll"'ootI(I01aILinlsI.7)
9. Funeral Expenses & AdmlnlstratMI Coots (Schedule H)
10. 0IbIlI of Deoeden\ ~lOe Ulb!IIleI, & IJens (Schedule I)
11. ToIII Daductlona (tltII Lilot 9& 10)
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(18) ,): 'j 6 P I, H. 2 I,
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15.Amountofllr..l~laUbIe .. f ....., .,. ...,.. " ". 1
:, . ,~, i" -,. i x ':.
It the lpousaltax I1te t,.,,,..,.~:....,"w-.,....~_.,'...~.,,N,.,.......<<.W. ..'....Wt.-M'''''JiJ J'O.....~...;-
16. ==f~v:'~f<!t"Tl.P!l'!!')O-.IIg?4' e.<::"I" . -3'" 1....:;.....~..,1
Ite%,... O.:~\."J.'.~, I ~.f_.~X ,(16
17.AmountotIne1.1axab6e ':,:'',$ 'i-~~~}J"''';'.'tJt'i..~"i .1.M'~-'~~.(.~'..t~~'~\If}'t~
II 15'1\ rail '. . ; x .15
10. Till DIl.
',ili "" AtlO. CH TH',1i.<:IJ":' loll>' .,'-11.
lx.dotpon-.llI'*"'.I_....lhM_IiI...~~.,",,"",..~_Illd_IlldIJ...bootlll"".......llldbolllf.lllwo._llld..... _"~__
lIIn..llIIUtIIIt....~.....libMldM..WwndrlrllIftiI~hlln~ ----
SIGNAlUREOfpfR INRJiB"ONSIIlU! FOR FlUNG RETURN AIlORESS (,4(, A!JL'rd""11 I(""d D~TE
..~aJ Eliz"lH'tht""I1, 1'1\ 17022 Ob- It? -~H
TH.\NREPIIESENT~T1VE ~OORESS 1'.11. lI"x ;!bl O~TE ./
l';llzillll,thtmvll. PA 170:U \)b-/b -98
.
Decedent'lI Complete Address:
STREETAOORESS ')1 ('\ ('~l-I-I'I'~
,~-l A.'lllt" ,_ \)rlvl~
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Camp Illl.l
J STATE
PA
Tax Payments and Credits:
1. TilX Due (Pag~ 1 Line 18)
2. Credits/payments
A. Spousal POYOfty Credit
8, POOl Paymenls
C, Dlscounl
(1)
hI C;uR....'l/1
7 nno nn
1?7 li 1
TOlnl Credits (A + 8. C) (2)
7,327.41
3. InleresVPenally II applicable
O,lnteresl
E. Panalty
--.
TotallnteresVPenalty (0 + E I (3)
4, If line 21s greater than line 1 + line 3, enlerthe difference. This Is the OVERPAYMENT.
ChICk box on P.g.1 Lln.19 to raqultta ,.fund (4) 779 . 17
5. If line 1 + line 31s greater Ihan line 2, enter the difference. This is the TAX DUE, (5)
A, Enter the interest on the tax dlle (5A)
8. onto! the total 01 Line 5 + 5A. This is the BALANCE DUE, (58)
Maka Check Pa able to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make a Iransfer and: Yes No
a. retain Ihe use or Income of the property Iransferred: ......................".""""".".".."""....."..".0 [)
b. retain the right to designate who shall use Ihe property transferred pr ils Income: ."..."....".. 0 KJ
c, relain a reversionary Inlerest; or.... ".............................""....".............".."........".."..."".".,,0 KJ
d. receive the promise for life of ellher payments, benefils or care? ......".."""...."""..."...""." 0 KJ
2, If death occurred on or before December 12, 1982, did decedent wilhin two years
preceding dealh Iransfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedenl transfer property within one year of death without
receiving adequate consideration? """..."..".........""".".."...",,.. ...."... . ...."..."""....."."",,..,," 0 fJ
3. Old decedent own an 'in trust for or payable upon death bank account or secLlrlty
4. ~i~I~:~e~:n~~~~?a~i~di~;d~~I;~il;~~~~;~~~~ni,~;;~~ii~:'~r~ih~; ~~~~~;~b~;~~;~~~rt~?"... 8 E
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P ,s, ~9116 (a) (1,1) (I) provided for the reduction of the lax rale imposed on the net value oflrans!ers to or fOI the Lise of the
surviving spouse from 6% 10 3% for dales of death on or after July 1,1994 and before January 1,1995.
72 P.S. ~9116 (a) (1.1) (ii) provided for Itle reduction of the rate imposed on the net value of trensfers to or for Ihe use of the surviving
spoLlse from 3% to 0% for dales of dealh on or after January 1, 1995. The statute does nol exemol a Iransfer to a surviving spouse
from tax, and the statutory requirements for disclosure of asset. and filing a tax return are stili applicable even If the surviving spoLlse
Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER ,IANUARY 1. 1995. Please answer the following question by placing an .x' in the
appropriate space.
Old the decedent create a truat or almllar arrangement which la eolely for the eurvlvlng spouae'. benefit for hla or her enllre
IIfellme? Yes 0 No I!Q
If you answered yes 10 the above question, the tax on the trusl or slmiler arrangemenl Is poslponed L1ntil the death of the second
spoLlse, at which time II will be fully taxable al the rate(s) appllceble to the remainder beneficlary(les). Enler the value of the trust on
Schedule J, Part \I, in order 10 remove It from Ihe calculation of the tax due In this estate. You may wish 10 file Schedule 0 In order to
make the election available undeT Section 9113, If the elactlon Is made, the Irust or similar arrangement Is taxed In the estate oflhe
first detedent opouse, the portion of the trust or similar arrangemant which benefits the surviving spouse Is taxed at the zero tax Tate,
and the remainder Is taxed al the rate(s) applicable to the remainder beneficlary(les). If you chOOse 10 make the election, you must
811ach Schedule 0 to a tlmely.fiIed tax return, along with Schedule(s) K and/or M In order to show the apportionment of Ihe trust or
similar arrangement between the surviving spoLlse and the remainder beneficiary(les).
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~.~- ""1TL!L~lc~J!!I~T"MHIf _ .. a .m.~.__._ 1'llCrno
SECURED LAND ~~1~11!l1
,
TRANSFERS, INC. ~---.--..-...~ -~~_..._,
R TYPE or I.OAN
3800 Mllrkttt Slroet 1 I IFill. "IIFMI7r-~j]'iOCjt'N"U'NlN!"
Camp HIli, PA 17011 !.!.ly^ ~- I ~.'!~~J!{!! --
6 fll.~ f'l\IMorn. I "UIANNIIl,4fU,n
Phono: 761-7744 1-. 110350 __.. __7J"I""~6~
"'Monf.I~lli, UAli[ ~jO i
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- ONOTE~TN;;;;;I~,;;;;;h'Hllr! (1IV' V(\\' , "~IMHII,I 01 r!.dll.l! "nl!l'lllllll1l...n~lh AI'UlUl'll, palt!lo lI/'ld lIy Ih~ Mnlttmllnt llCltol ar~ 1l/lIJwn, I11m1 mIl/ked
'(I.UI 0,)' .....~IO pnld oul.ld. !l1ft r.lllftllIIJ, Ihlly Mfl &h1wfl hilI" illt IP1IJtnl1lliolllll plltJHI'lIt and 11//1 not iOQludod l(llhlllullll'
n W.Mt! AHO Anon~ll:\ Of nDrlAoW~fI ..--..-. -lt~i^';;;-^NO'A\.!lltlt!m OF 5~llin 'r~IA~m-.woAOmW.!l!l OF IE~jn'Hl:
SeM X, 1'6t'rA 11 Nancy Q, Hoilner, Commeroe Bank/Harrisburg,
Jill C, FlU' rail F.xecuLr'lx o! the I'ltltut(;l Nntlnn!tl
or Margio'ret N, Germer. 100 Senate Avenue
C8mp Hill, Ph 17011
(\ N\OpeRTY lClC"f10"Nm- fj all"lH.1lNT~(iui,-"" ,-.- --.-..- --.. .-- -----
I. semPMflt.HClA.YU
Lot 110. 161
24 Cedar Cliff Drive I Stw~a'ed L21.1!9...T.~l\.!!~~ert1, rn~..:._._ OS/21/96
LOwer Allen TONIISHIP PlACf: OF (,f. r rUl.l~Nr
CUMBER1,AIID Count,y 1513 Cedar Cliff Dr, , Ci'imp Hill Ph 1"101l.
1-. u .-.-. "....-- --
J. ftUMMM'Y 0" 1l'.lA1lQW'M" TI1ANUeT!OH, 1(, .VMl.4U.... ClIl' tlLLlfl" ".AHuolION:
1M 011011I "MOUNT DUI "ROM IOfU'OWIlR ...-.+ '~~J Q.Aosi-"'MOUNT nUl '0 ..Ll.A
lQI.CQnlrllut,"I"'rHtco "-".2.':''!.c O!l:: '1o-1-iTonllQcl tntu Jloillll < -,: .00
....!2,!;P.,MlJnnlpropnlly 111;T'QIAMlIlrrnpijlly
IQI. SelUomanl Chllt{Ju 10 borrow.r (11M 1400) ::":::::')JI~::r:1~:' 411.\
~----~~._--- ..---- ~ot ---
'" ~O5
.A.dlulltfltnte fOI!tom$ p~ldby~"tI\lrinl\itvi)nco -....--;rr;j;;Sh11l11\lllor il,m;paid'iiY_fllIllf In :lc1vMCIl
10$ CI.lvnb"'" r~~ .~-- -> . f
" i08O!IV/ro....nIn "
lor. CQlI~lvt.~ " ".gL2.Y.9~1. _. 233.01 lO10uomlyl.., OS/21~~J ._~!!~
~~IU1.""ntl " lo~ AG'lIl'hlflllnll "
\Qt a"ho.,l Irrnl/96,,06n1lT'lll'''-' .. lO.95 10. ;)~h",,\ '05721/9Sln06/1Q71f 1~~
!t. "l<eJ"\I.olll427.<i. end o~7~llr--""'-" LA,41 !to Rertjjj';;;~47/q e~\d 06/30 . 1"8.'l
III ewerl !Lq eiriCt---ob7:rO:=~ ~- ~ 10,52 1\1 . ewe(:$_~4.q.~ Ob~- -"J:i .
'Ii '"
------- -- '_h .._..~.
uo QIIOtll AMOUNT QUI! ""oM 'OAIIOWIA 131695,29 .'11I aRon AMOUNT DUM TO ULLIIR 123B72,B~
lM AMOUNTS 'AID OV OPlIN'iIHALF Of' OO'U'OWI" -- .~(lQ ReDUCTloN'IN AMOUNT OU! TO ULLIR
rol f)epoail or ..Arntl~l-;n(ln-ey. t 1(100,00 lOll;xCIlU ("IPo,11 (~QolllaltUOllnne)
101 PIII1CIP'I.lllOlit110InQwloan('1 -rr01J1f1r:ll1 ~11" nll!I~lmllnl ChMfj~~_lo:~~~T{~~ui"..oOi ___.
~~$llng loan(t) llktn Allhlec'J/ 10 - ~to.'l_~xlttln~ lO,1n(tj 1~'!.'_1_~_~_~1~!~~ __
)nl ~MP(\y<:'Illol J:lrll MOIIYII06 lO(lfl
~. NOliE
~, 10$ Pdy~!jtlf'~I;;;;.n{'-~to,iUd".la;'n ~
1--- . ~..- m_..
". ~~ .-.....
---.
'" I"
~1\If .. .. ..
'"
lOt '" --
Adjuslmonhl 'or lIerr'I. unpaid by ",110' ---- ArlllMItIIlnls to/It'me 11rI~lld bV ullM
'In O!lylf,1Wnl(ut " ~IQ Ul1,lTownl.H . --
~11, C'll~lty ro_ o. .._L. ;;i"COU111t lll~ -
,. -- -. __u. " ..-
'I~ AWIHlnljtll~ " ..-.
~1'A"IlUrn11fll' .
~It I'l/;"h,)o,\ ~... ftd IInh"..t -
" . --
1/, - --
- rd4 - --
~. .. .- lJ!~
'" ,to
'" -..----. - n',_u_ -- - - . ..-~
-.-. .,-_......- .- '" -....
~. - ...... ...
___u<_
'" ,to
<------~._.. n" ... -- ..
UQ TOTllL t'AI~ IYItI'OR .~.!'_~~~~_._--1- ).11000 .00 ~'N fOTAL AIOuollnH AMOUNT QUE SlLLI" 10308,16
~~H AT II!1TLIIMINT 'ROM OR TO AO'HIOWIR _M CA9H AT lI'fTUMI!NTto on 'PROM a-lIlLIII
~5~lo" Omotmlt!ue 'rom bQl1oW/H 1I1~1l 120f'~ .. lJl()~I~, l~ t,nl r.;;-;;; .mellii'll duo Iriiolftir'('linll.t20) =t 1~3~~2,69
~~_ 8/Tll1\lfll PClld b.,.lfof hlllmW~1 (11M no) . .00 ~~o.:, L~!./Or1~_I~!~~.III~~~I~~rUI!lU (I~n& li~ o g:n-
)ell CASH (0() flAOMt If J 'TO) IOAAOWtiR "0695.29 'OJ O;.&.j ((XI Tal It I PROM) 81!l.l.1!f1 .!-. 113564,71
_~_._<u ..-....-.... --
OI~Nrotkl(j"ow.flRI{Jl\lItll,.
S,'IIN'~ SIIl"IlI.".
Hut). I R.~. Stftll
....,.P.,'.".
C_ TH Of PfNNSYLVANIA
INHIiRlTAHCE TAX RETURN
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
MAHGAIU:T M. (lImm;u
FILE NUMBER
21-1997-0)1;1
ESTATE OF
Indude lie prooeeda of IIIgttJon Md lie dill... ~ """ nooMd by the _II. All pnIIIIfly jolnlly-.d wIlIt the right of IUrvtvoralllp _ be dlIcIoMd on IIcIloduII F.
ITEM VALUE AT OATE
NUMBER OeSCRIPTION OF OEA TH
1. lJlluphin Deposit Bank Checking Alc 36975478 6,69l.49
2 Household Contents, appraiRed yaluo 1,433.50
3 Personal Property sold 345.00
I, Capital Blue Cross, premium refund 205.95
5 Commonwealth of PA. rent rebate 261.73
6 Various magazine subscription refunds 207.68
TOT At (Alto enl8l on Une 6, Recapllulltlon) , 9, I 45 . 35
(" more apace It needed, InNf1lldd1lion~ sheels of lhe _ size)
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFICE 213 MAR~~.T STREET, HARRISBURG, PENNSYLVANIA 17101
717 255.2121
Decedent Confirmation
Name:
Margaret M. Germer
Social Security No.: OB6~09-5094
Date of Death (000): .03/27/97
AcCqurit No.
36975478
....---------...-....-- --.-........---....
. .,
--"7:T'.-----"7'.........~--l'.--...........---
---_.................,_..........._-----~-- .-.-
Type
Date Opened
or Issued
Checking
-~ ----.-....--~._-_...-. - ---,.,;- ,---.- ...' ....~._-- ....---"--~-,....,_.--.--......... .....-"'"+-n ............,..,.;....,,,,,H_--...r--....... .............__~,~. ....__
10/15/65
'-. ,
~_____n_ --_.._~~~...~_.____....._..__ -.,......,..............,-~.-~.....~,--...;.....;,.t.....;..,_,....,.,.__...
Date Closed
or Matured
~. ,------ -., ~~_..~~-----'--..........;.......""'.....
'......,..-........,....----.....;,~........_.-""....--...,-;_....- -
Date of Death
Balance $6,691.49
_____r"_~_.."_~~__ __. __.."..-___.....__
PlUS
Date of Death
Accrued Int. Non'-Jnterest Bearin~
-. ...--.-------.--....---..................,...;.........
Joint ~ers
(if any) None
.... -'-----. ........._-.--.~...__............"";._.....,.,.....-
Date of Joint
OIonership
----~....,'...,,~~--;..-...--.....__...._..,............
"- ._...~_.... .-" .~..- .-....___ ____.ri__..__ ~4""""'-"';'_"" ...__...._'\--.__ __......._.............~_........._...............,____..........,.;.... __...................._...........___~..__...___.__
Special COmments: N/A
...-
Additional informafion &vil.ll.bl. .t $20,00 per tlour', On. hour lAinlmutll.
Date Prepared: April 24, 1997 Prepared by; Cheryl A. Bowers
Customer Management Information Dept. (eMI)
Telephone No. (717) 255.-2054
~arM 00-020-216 (REV 7/93)
Page 1 of 1
i
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
/-,;\,\/1/,1' OWNI':/l SINCI; 1912
2009 LINCOLN STREET' CAMP HILL, PA 17011
717-761-2763
Germer appraisal
Page 2
tIV~NG~OOM - o~ntinued
dhairwith ottoman
Woodenmagaitine rack
Sofa - worn . . . " "
Record cabinet -broken . . .
Octagon coffee table ~ .
Zenith 19" portable color tv
Cabinet for tv .. ..
Framed dOily .. ...
Misc. pictures
2, Small tables
Record player
Desk . . . .
Wooden table lamp
Telephone . .
Misc. books "
Misc. floral arrangements
Misc. contents of room . . . .
. .
'f . ~ t
t . ( 4
. ..
, .
. .
I . . t (t
. t . (
j ~ t t
. .
. .
. .
. .
'( , I
. .
t ~, I 1
. - ~ I .
t t I"", t, .
DUlING ROOM
Table
Chai r
& 4 chairs . . . . . . .
with "faces on ar~s" mo~if
. , .
. .
. .
. . . .
Iron plant stand , . . .
Misc. plants . . . . . . . .
Contents of left upper c:abinet . , . . .
Contents of left lower cabinet . . .. . .
Contents of center upper cabirlet . . . .
Contents of right llpper cabinet , . . .
Contents of right lower cabinet . . . .
Misc. linens . . . . . . . . . . .
. .
3.00
g.00
1.00
1.00
10.00
100.00
10.00
20.00
5.00
10.00
2.00
20.00
1.00
10.00
5.00
5.00
10.00
. .
. . .
. .
. .
90.00
35.00
20.00
3.00
35.00
65.00
'70.00
20.00
100.00
45.00
U'ol-IKI9tr.II'UI ~
. SCHEDU LE F .
CQMM<)NWlAllH 0' "NNSYlVANIA JOINTLY -OWNED PROPERTY
INHIAITANCI TAX mUON
A11101NT OICfDINT
mATE OP
MARGARET M. GERMER
PILI NU IIR
21-1997-0361
Joint t.nantl.l'
NAME
ADDRESS
646 Aberdeen Road
Elizabethtown, PA 17022
RIl.ATlONIHIP TO DIeIDENT _
Dallghter
A. Nancy J. HeHner
B.
C.
Jolnlly'own.d prop.rty,
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE' JOINT MADE DESCRIPTION OF PROPERTY OF ASSET '"' INT. DECEDENT'S INTEREST
TENANT JOINT
I. A 6-6-84 Harris Savings C/D 10-05-0487 3 3,450.68 50% 1,725.34
2 A 4-5-93 Harris Savings C/D 14-66-2386 1 1,012.11 50% 506.06
3 A 8-31-93 Harris Savings C/D 14-66-2440 4 6,073.78 50% 3,036.89
4 A 11-3-93 Harris Say i ngs C/D 14-66-2440 4 1,011.28 50% 505.64
5 A 1-21-94 Harris Savings C/D 14-66-2/,41 4 2,543.13 50% 1,271.57
.
TOTAL IAilo onlfr on IIn. 6, RocapltulaUan) S 7,045.50
IIf mort .paco I. nud.d ,...rt additlonol ,hut. 0/ .am. .Iu}
'.
: <
R~~B:~~~
IlaITis Sa\'illJ~s ()fI/'rali(1I1S t '('lIll'r
n:l:; NlIrlh 1~lh S11l'1'I
I.erlloynej I'l'llllsylvanlll 1704:{
717/7:11.1HIJ
717 m 1.\J:lf)2 "'ax
~il ill 1ml '
GJ.n;Jrichl anlttll Kl~th & lblan
222 S:ut:h ~ Street. I Mt.e All
[,,0. B?x. ';67
EU2<tJethta..n, PA 1707.2-{)26'7
Tho informotion ~hioh you roquoc.tort on tho ^ooount(o)
GeI:Trer ~(!:oor.illl Soeurity Number ~~
Account Numher(fl)
1~3 14-6)-238671
CertJ.ficate Certificate
6-6-84 4-5-93
$3,40.CO $1,CXXl,CXl
:il.68 12.11
3,4:il.68 1,012.11
Joint ,Joint
N>o:y J. tbi1ner Nn:y J. !eilrer
Clssfl of Account
linte Opened.
Principal Balance
ACCTuecl 'Intort~t
Dalllnce lit
Dn te of Death
Account
uwnarshi'!,
Harne of Joint
Owner, if any
Date Ownnrsnip
WIlS tstnblillhed
6-6-84
4-5-93
Additional 1nfor-
mation. Re~\1Onte~
of '~M.
) is 05 follO~IIl.
1<HP-24:P14
-
Cert.ificate
&-31-93
$6,CXXl.CXl
73,78
6,073.78
Joint
N>o:y ,l. li9ilrnr
&-31-93
0'1
nr"
,I/.l .
.......,...,.....
COlIlOINII!Al Tl1 Of PENNSYL V/oJ/IA
ItfIiNT/oJ/CE TAX RETURH
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE Of
FILE NOMIl!R
MAI((:AI{ET H. (:!';l(flEI(
llIIlII of decedtnl mutt be rtpOrted on 8chIdult I.
ITEM
NUMBER
A. FUNERAL EXPENSES;
1. Pllrthomoro Funeral lIome
DESCRIPTION
2
Lallco FCU. funeral expenAss and rcccpti6n
3
Gingrich Memorials, grayo monument
B.
ADMINISTRATIVE COSTS:
PIl10MI RejlI$lIIl1l1llie'l ConmsIIons
Name of PaBOlllIl Raprwoenllllie (I)
Social Soc;urlly Numbel(l) I EIN Nul1'blr of Penonal RepmeolIliYe(l)
SlnletAddress
1.
City
Y"~I) Corro1Wslon Pei1:
StIle
Z-ll
2,
3,
AttomeyFoes Gingrich, Smith, Klingensmith & Dolan
Famtl Examptlon: (If decedenrl adcIl'fIII II noIlhe same as claImanra, allaCh expIllnallon)
Claimant
Sl10elAddress
CIIy
Ralallor4hlp of CIaknanII:l Oeoadenl
81111
Zip
4,
ProbalI Fees
Bank seryice charges
_lInrl Fees
6.
6. Tax Ratum PlIlPlre(1 Fees
~ Real estate settlement expenaes
8 Suburban Cable. dudng administration
9 Bell Atlantic, during administration'
10 Montour 011.. during administration
i 1 P. P. & ,".. during administration
Page 2 Total
Page 3 Total
Vagg 4 Teta
TOTAL (AIeo enter on line 9, RecapI1ulallon)
(n more lpace II needed, Inse!1l1ddltlonallheets of the aamo ,'zl)
21-1997-0361
AMOUNT
6,635.00
877.00
i ,411.00
Waiyed
4,500.00
None
258.00
10.00
10,308.18
22.32
19.33
75.00
50.22
3.251.57
921.85
. 30,449.90
. .
.S:-
AI.BERT D. S"UART, P. C.
ATTORNEY AT LAW
173 N. UNION ITREIT
MIPDLlTOWN, PA 17011
M;ll!:RoIER. WIL
lA9l' WILL AND TESTAMENt'
OF
MMG1lRET M, GERMER
I, ~ M. GERMER, Of 24 cedar Clif.f Drive, 'IWnship of tower Allen,
cnmty of CUntlerlani and cc.mrorn.realth of Pennsylvania 17011, do hereby make,
. p.lb11sh aM declare this to be my Last Will ani Testament, hereby revok.in:J
any and all Wills by me at any time heretofor:ernade,
ITEM I:
I direct payment out of my estate of the expenses of my last
illness ani funeral.
ITEM II:
I give, devise and bequeath all of my property, real, personal
or mixed, Wheresoever situate, unto my daughter, NANCY G. HEIUlER, of 646
~ Abez'deen Road, ElizabethtoNn, Pennsylvania 17022, absolutely and forever. In
the event that my daughter, Nancy G. Heilner, shall p~~ me, then I
give, devise ani bequeath my entire estate to my issue per stil:pes, pravi&x:1,
nevf'.rthe1ess, that in the event said issue shall have created a trust either
by an inter vivos trust document or by the tenns and provisions of said
issue's last Will and Testament for the benefit of said issue's issue and
said issue shall not have attained the age or ages for distrlli.ttion p.u:suant
toO the te.rnB and provisions of said trust at the time of my ~...., then I
c1irect that the share of said issue shall be added to the trust priooipal so
created am shall be held, administered am distributed by the Trustee in
aooortlanoe with the tern'S arrl provisions of said trust, it being my intention
that my lEgaCY or bequest falling to said issue $all be blended with any
such trusts ao;; may be created by said issue and in the event of no sud1
trust, I cIirect that the share of said issue shall be distribJted to said
Re(;WH)I! ! ':ii"." qf
'Ronh:" (,i v'lill!>
"98. JUN 18 Ala ::;2
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COURT or COMMON PLmAS or CUMBERLAND COUNTY, PENNsYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF.
MARGARET M. GERMER, DECEASED
21-1997~00361
LATE OF LOWER ALL~N TOWNSHIP
SUMMARY OF ACCOUNTING
PR1NCIPAL REcmIPTS,
Real Estate
Household Contents
Personal Property sold
Dauphin Deposit Account
Refunds
Plus PA Inheritance Tal ~etund
TOTAL PRINCIPAL RECEIPTS
PRINCIPAL DISBURSEMENTS,
Funeral Expenses
Probate
Bank charges
Real Estate Sale expenses and m.1scellaneou8
administrative expenses
Gingrich, Smith, et aI, attorney fee
Debts of Decedent
PA Inheritance Tax paid
TOTAL PRINCIPAL DISBURSEMENTS
PRINCIPAL BALANCE .REMAINING
Plus Rents collected
Plus Joint Assets
PIU8 Household Contents
TOTAL DISTRIBUTION TO NANCY G. HElLNER
$123.872.89
1.433.50
345.00
6,691.49
675.36
$133.018.24
779.17
$133.797.41
.... "'.. ....
. $ 8,923.00
258.00
18.00
16,750.90
4,500.00
476.40
6,548.24
$ 37.474.54
'.11I ,,1m ... _"'. III
$ 96. 322 . 87
1,200.00
14.090.98
l,433,i@,
$113.047.35
_III... III.. ... ..
;5, III /3
BUREAU IIF INDIVIDUAL TANES
IHUEMI1AHCt TAl( DIVIS)OH
DUll. 2110ftOl
UARRJSIlUAO, flA 1"I1i'8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(,)
NtlTICE IIF INIIERHANCI' TAN
APPRAISEHENT. Al.LOWANCE ON DISALl.OWANCI'
OF DEDUCTIONS AHD ASSESSH!'NT IIF TAN
08-24-1998
GERMER
03-27-1997
21 97-0361
CUMBERLAND
101
l ~__A.OUnt.. H..mod" I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALOND THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifli: is41"Eif"AFj..-riiF97rNoi'-icE--oF- i: iiilERITAiicE-TAinl-PPR'Alii EHEii'f; - Ai.TtiWANCE-iili- -------- -- - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGARET M FILE NO. 21 97-0361 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
KEVIN D DOLAN
STE 201
222 S MARKET ST
ElIZABETHTOWN
PA 17022
ESTATE OF GERMER
TAN RETURH WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE XNTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.tM (Schedule A)
2. StOO~8 ~,d 80nds (Schedule 8)
3. Clos.ly Held stook/Partnership Int.rest (Schedule C)
4. Hartgages/Hotem Reoeivable (Sch.dul~ D)
S. C.sh/8ftOk Deposits/Hisc. Personal Property (Sahedul. E)
6. Jointly OWned Property (Sc~dul. f)
1. Transfers (Schedule G)
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fu~r.l Expenses/AdM. Costs/Hiac. f.xpenses (Schedule HJ
10. Debts/Hor-tgaUfl L,labili ties/Liftn&; (Schedule I J
11. Tot.1 DoduetJon.
12. Net V.lue 01 Tax Return
13. Charltab1a/Governnantal Bequests' Non-elaotad 9113 Trusts
14. ~t V.1u. of E.tate Subjeot to Tax
( ) CHAHl'ED
(11
(2)
(3)
f41
f51
f61
(71
123,1172.89
,00
.00
,00
9.145.35
7 ,045.50
.00
(&1
*'
"~'I\41 U .." IIt.'"
MARGARET
M
(91
1101
30,449.90
476.40
(11)
021
(13)
041
DATE 08-24-1998
NOTE I To in8ure prop.r
credit to your ecccunt,
lubMit the ~p.r portion
of ih!. for. with your
tax pay..ni.
140.063.74
30.0U 3.ft..
109.137.44
.00
109.137.44
If an assessaent was issued previously, lines 14, 15 and~or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
1&. AMOunt of lint 14 at Spousal r.te
16. A.ount of Li~ 14 tax.ble at Lin..l/Cl.s$ A rate
11. AMOunt of Line 14 tax.ble at Collateral/Cla.a Brat.
18. Principal Tax Due
NOTE:
TAX CREDITS:
-.-
PAYHENT
DATE
06-24-1997
RECEIPT
NUHDER
AA21146'2
DISCOUNT (+1
INTEREST/PEH PAID (-I
327.41
. If PAID AfTER DAT! INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAl. INTEREST.
(Schadule J)
(15) .00 N .00.
(16) 109,137.44 N .06.
1171-- .00 N .15"
1181
AHOUNT PAID
7,000.00
TOTI~L TAX CREDIT
BALANCE OF TAX DUE
IN"EREST AND PEN.
TOTAL DUE
.00
6,548.24
.00
6,548.24
7.327.41
779.17CR
.00
779.17CR
If TOTAL DUE IS LESS THAN fl. Nil PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRI. YDU HAY DE DUE
A REfUND. Sf I' REVERSE SIDE OF THlS fORH fllR INSTRUCTIONS.)
~~
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RESatYATlOf'iI Elt,t.., of ~lb dying on or tMfar. ~r 12, 1982 h H IlnY future Inter'lt In the ..tata b tr"'lflrred
In po.....!oo Qr ."jo~t to ell.. I (ool1ateral) bfmaUclnrJI" of the MoHant aftar thcl IKPlrtltlon of eny ..tet. fOf
1if. or for YMr., the COMOnWMllth hereby l>tpr...J.y ,....rv8I thcl rltht to eppral... Mld a..... tran'.lr Inherlt~. Talol:lIS
at the I_fu! Ch.. B (aoU.tarell rat. on any auoh future Intera.t.
P\IRPOSE Of
NOTICE I
PAVMEMT I
REFUND (CR) I
OIJECTIOHSi I
ADHIH
ISTIIlATIVE
CORRECTIONS I
DISCOUNT I
PENALTVI
INYERESTI
To fulfill tha raqulr...nta of Stlotion 2140 of the Inheritanofl I&nd ElItatf! Tax Aot, Act 21 of 1995. (72 P.S.
s.otlOI'l 91"0),
Detach the top pt-rUon of thIs NoUce nnd IUtwlJt with your pl'lY1lent to too Reghter of HUh prJn-tad on tM ,.IVII,... 111..
uMlk. ctMIck or woo&y or-rigr pllYllble tOl REGISTER (IF Mll.l.s, AGENT
A nfund of . tal( oredit, which Wa!! not raquo$tad on the Tax Rlturn, .ay be r8qu41shd by COIIpleting en "Appll~Unn
for R.fl~ of PDnnsylvnni~ Inheritance and E$tate Ta~n (REV~1313). Applications are available at the Offloe
of the Rewi't.r of Will., eny of tho 23 RovonuQ DlstriQt Offices, or by calling the .pealal 24-hour
In.waring .~rvlo. nuaber, for for.N ordering: In Ponnsy!vania 1-300-362-2050, outgid. Pennsylvania and
tdthln local Hflrrhburg area (717) 787~8094~ TDDII (717) 772~ZZ.'i2 Uklar!og ItlPalred Only),
Any party In Intor.st not satisfied with the eppr.I....nt, allowaROe or di.all~wanc~ of ~duotion., or ....I~t
of tax (ino11~ln~ discount or Interectl 8S shown on thIs Hotioe aust objeot wlthJn sixty (60) day~ of r.oelpt of
this Uot Ie.. LYI
--Ilrltt.n pr.otta.t to thil Pii, Depl'll't"nt of Revenue, BO'lrcl of App&ols, o.pt. 281021, ""rrlabur", PI.
--tlnotion to have tre MOtter deter.ioed 8t audit of the .coount of the pernonal repros~t.tJve,
--epPflal to the Orphans' Court.
17128-1021,
OR
OR
F.otuel .{'ror. dlaCOVIII'tKl on thh auess.ent should be addr."'lId In wrJUng to: PA Dapnrt..nt of RevlHlUft,
lur..u of Individual T~X.8, ATfHI Post Assess.ent Ravisw Unit, Dept. 280601, HarriSburg, PA 171Za-0601
Phone (717) 187-6505. Sae p.g~ 5 of t~ bookl.t ~In.trYotlons for Inheritanc. Tax Return fnr a R~.io.nt
Ds~.dent" fREY-ISO}} for an Qxpl&hfttion of ea.inistratlvelY correotable errors.
If Iilny lex due h paid wIthin thl'eo (3) calendar Ilonths after tha decedent'. death, ... five pore.nt (s;() dlleount af
the tax paid la aUowd.
The lljX tax _'KI.ty non-partloJpation pllnalty l;.; cOllf)uted on thll total of the tal( and Interetlt ..u....d, _Wi not
P/IIld bcIfore January 18, 1996, the flrst dB:>' after the .nd of the tax unesty period. This nowpBrtlcl(paUon
penalty is appealllbla In the ....CiI 8anner and in tho the s... tilt. p.r 10d as !tau would appeal the tex IIhd Int.relt
that has bean 8......d as indIcated on this noUea.
Intera.t 11 charged beginning with fir.t dt'lY of delinquency, or nine (9) rtooths and Of~ (1) day frUIt the dete of
n..th, to the d.t. of pay.ant. T8wos which beo~~ delinquent befor. January I, 1982 baar lnt.rolt at the rate of
sl~ (6;:) percant ~r annUM calculnted at a dailY r.t~ of .000164. All taxas which beo~ delinquent on and aftBr
January 1, 1982 will bunr Interest at a rate whIch will vary frOB ca~end.r ya.r t~ oalendar ye.r with that rate
IIMl1UIlOltd by the PA ~rt1Htnt of Revanue. The applicable Intere"t ratu for 19f'2 through 1998 arel
t!!r tnterest Rat. Dally Inter,!st Faotor !~ lnt.rast Rato Deily Interlllst Factor
1982 20;( .000Stt& 19&7 91. .000247
1983 W .000438 19M-1991 11% .00030]
11J!4 111: .000301 1992 9% .000247
1985 13~ .000156 1993-1994 n .000192
"" 10;( .000274 1995~1998 .% .000247
hInt"..t It Cl'llcu1atea .. follows:
INTEREST ~ BALANCE OF TAX UNPAIO X NunDER or OAYS OELINqUENT X OAILY INTEREST FACTOR
--An)' Notloe iuued aft.r thQ ta)( b8C:DIlU dflllrtqU9lnt will r.U.ct an Interest oolculfltion t('l flftHn (15) deyS
ba)lond the dato uf the ....,HllMlt. If paYHnt is .ad. "ft.r the tnt.rellt caputatlon d.tIlI shown on the
Katie., additional Intel'.st .ust be calcu]at.d.
iI"
PAYMENT I
Dolool1 llW to!' ...HOI1 .f thll N.H.. end ._U olth ..u.p.....t .od. p.....I. t. Ih. n... ond oddr...
Priflted on the r.v.rl,tldt.
If RESIDENT DECEDENT .-k. ch41ck or MOnay ardar payable tOI REGISTER OF WILLS~ AGeNT.
If WQNMRESIOCHl DECEDENT .ake check or .(may order payabl. tOI COHt1QNWEALTH OF PENNSY1.VANIA.
REFUND (OR), . .ofund .f . t.. e.odlt, ohl.n 0" n.t r.ou..t.d .n tho To' R.tu.n. ... DO r..,...t.d b. e_l.tl.. on
.Oppllootlon f.. R.fund .f p.nn..lvonl. Inh..lton.. ond E.tot. To'" (REU'131". A..ll.otlon. ... .v.llobl. .t
ttMI Offlo. of ttw. A.ohter of Wl1l1_ anY of the 2:3 Ifavenue District Offio.1 or frt'll the Dep8rt..ntt. 24~hoUr
Bn'M8rl~ ~ervic. n~rl for for.~ ordaringl In Pannsylvani8 1~800M162-2050, outsidw Pnnnsylvani8
end within 10081 Harrisburg are. (717) 787-8094, TDO' (717) 772:-2252 (Hearing I.paired onlY).
REPLY 101
Qu..Uons rllg8rdina arrorl cont81ned on this notice should be addnlUsed tell PA DapartlMnt of Re..,eoua, !ur~aU
of IndividUal Ta~es, ATTHI post Asse.s.ent Review Unit, Dept. 280601_ H8rrisbura, PA 17126-0601, phone
017>767-6505.
if .n, t., duo h ..10 HUhln th... m eol.ndor ..nth. .ft.. tho d...d.nt.. doeth. . flve p..e.nt <sXI dll.DUnt
of the ta)l paid hi IIllowad.
The I'X t., .....t, non,.o.tlal..tl.n p.nelt. 1. ....ut.. .n tho tDtel of tho te. .nd Int....t ......... end not
paid beforo Jaouery 18, 19961 the fir/lt day after the end of the ta)( "lln8'h' period.
I)ISCOlJrfTI
PENALTVl
l~lEREST 1
in.er..' h ehe.g.. b.glnnlng olth f1ro' .a, .f dollnqu.na" .r nln. (9) .Dnth' .nd one m .oy fro. tho ..t. of
...'h, t. the dete of ..,..nt. T.'" Hhleh b..... ..'lnqu.nt b.fDre J.nu'" I. 1..2 b... In.....t .. thO ..t. of
01, (6Xl pe.e.nt ..r Dnnue .0IDUIo..d .t . d.ll, rot. o' .000104. All t".. ohl.h b..... dollno...n' Oil .nd ....r
JanuarY 1, 1982 will bear interest at 8 rata which wlll vary fro. oalendar year to calendar Y88r with that rmt.
ltMOunced by ttw. PI. Depart.ant of "avenufI. Thw IIPplicab1e Interest ratQs for 1982 through 1998 arGI
Vear Inter..t Rllhl DeilY Interest Faotor
YG8r
Interest Rate
Deih IntClr\llst Faotor
1982 20X .000548 1981 9;': .000247
198! 16>:: .000438 lli1MM1991 Hi: ,000301
1984 11>:: ,000301 1992 9;': .00Q24'7
1985 13>:: .000356 1993-1994 n ,000192
1986 10% .000274 I1J95-1998 9X .000247
~-lf1ter..t i. calculated a9 folloWlll
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTERESTfAeTOR
wAAny Hotioe hsued llIfter tho ta)( beooPs deUnqUtlnt will reflect an Intar..t calculation to fiftHn (15) d8yt
beyond the date of the lI.t.sl..nt. If plly.ent Is .ade after the interest aOlPutation data .hown on the
Hotine, additional Interost .ust bo calculated.
7"'''- ,-
\
'.
.
2!.ATUS._REPQRT .UNDER RULE 6. 12
Name of Decedent I MARGARET M. GgRMlm
Date of Death I 03-27-1997
Will No.
00361
Admin. No.. J.1-t17-.3u/
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 estatel
1.. State whether administration of the estate is complete I
YeR X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. I f the answer to No. 1 is Yes, state t.he following I
a. Did the personal representative file a final
Ilccount with the Court? Yes__ No X
b. The separate Orphans' COllrt No. (i f any) for
the personal representative's aCCollnt is:
c. Did the personal representative state an
qGcount informally to the parties in interest? Yes X 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.
Da te I 09-3-98
Signat.ur.e
Kevin D. Dolan
Ci ,~
,~:I h';:
<:r
I/)
.-
, q;.
GINGRICH. SMITH, KLINGENSMITH & DOLAN
Name (Please type or print)
222 S. Market St" Suite 201
Elizabethtowl1. PA 17022
Address
." ......
:!Ji:l:
"
I', II'
UJ'.,\
C~:"
~&
o:J
I
~.
~
(717) 367-1370
.Tel. No.
td
:..'~
,-
"'
o
CapacitYI
Personal Representative
~~Counsel for personal
representative
(MAH! rmf/ AM3)
'....-....'1"-- .