HomeMy WebLinkAbout97-00364
PETITION Hm )JROnATE and (iRANT 01<' LETTlmS
&/ate oj ._R9.bE'!:.L},,-,,ppl,,L_ No, ____,)~~jJ.:~__){~-1-__
also known as ____.__..n___.. _ To:
.------.-'----._:=~~:=_-:.:. jj(:r:(,~~;(j, ~~,~~:~r ~f ~~~\J~b~nlANL In the
Social Security No, .-1.lH!.-_~-.?_-::3 O.2_Q_ Commonwenlth of Pennsylvania
The petition 01 the undersigned respectfully represents that:
Your petltioner(s), who Is/are 18 years of age or older an Ihe exc~uLr iK_...._,_.
in the lasl will of the nbove decedent, duted ..MP.L..._..lL_
and codlcll(s) dated _._JiJll.._____m__________---
named
.19.~
(stale relevant cl;ClIOlstnnccs, e,g. renunciation, death of e;i\el;utor, etc.)
Decendent was domiciled at dcath In ~umber lan9_____ County, Pennsylvania, with
It is lasl family or princlpul residence al _ 884 Epp~.fuL... Mechanicsburg,
Monroe 1:oWill!.h,:l1h.__(;;.\!..1I1bE'.!Z.land _C oJillllL-RA_.___.__
(list street, number and mundpallty)
Decendent, then 77 years of age, died __ Aoril 6,- ,19 97
at Holv Slli.il..J:losoita.l_, Caro.lLllill....._PA___ .
Except as follows, decedcnt did nol marry, was not divorced and did not have a child born or adopted
after execullon of the will offercd for probntc; Was not the viclim of a killing and was never adjudicated
Ineompetent: ___
Decendent at death owned property with estimaled values as follows:
(If domiciled In Pa,) All personal property
(If not domiciled In Pa,) Personal propertl' in Pennsylvania
(If not domiciled In I'a,) Personal property in County
Value of real cslate it! Pennsylvanln
situated as follows: 50 as;:res. more or less~itu1!,te
Cumberland County. PA
$100,000.00 +
$
$-
$100.000.00 & ~pwards
in Monroe Two. ,
WHEREFORE, pethloner(s) respeclfully
pr..ented herewith and the granl of letters
theron.
requesl(s) the probate of Ihe laslwlll and codicil(s)
Testamentary
(tr.stamentarYi administration c.t.n,; admlnl.matlon d.b,n,c,t.a.)
~
i~
'"I
1=
_'5
...
1l'~
~ 0
a
iii
4~~.1:~~<(1' ----
175 Farm Val~Ra. no---=:=
_WellsvillE'. PA 17365
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF r'ENNSYLVANIA } 88
COlJNTY OF _____i!!!:1.!llRLAI!~__~___
The pelilioner(s) above..named s\Vealt>) or affirm(s) dill! the slatements inlhe foregoing petition are
true und correct tn the best o!" lhe kilOwledge and belie!" of petitioner(s) and that as personal represen-
talive(s) o!" llle above decedenl petllloner(s) \ViII \Veil and trlllv aqminlster the estate according 10 law,
~:f~~~ nA~ I~t arnrn~e~18~~n Sllb:~:i~~)\1 I ~~~?Jif~~~~~'1" ~
1Ifj;N!~I:adi~;;;lfJ!E)9.r!j}I'.-~=~-:'H_--- I
ARY C LEW1S Re~I.\((;l' It:l!---m..____.____ :s:
, ,
\-::::,.. \'15
No. 21 - 97 - ~64
Estate of
ROBBRT L. EPPLEY
__, Deceased
DECREE 01<' PROBATE AND GRANT 01<' LETTERS
and Letters
are hereby granted to _'
AND NOW . APRIL 18!____19.Jl!~, In consideration of the petition on
the reverse side hereof, satlsfaclory proof having been presented before me,
IT IS DECREED Ihallhe IIlSlrUlnellt(s) daleL~pt. 1L...J...995___.
described therein be admitted to probate and flied of record as the last will of .____
Robert _ L. Eppley . _____
Testam!\ntary
Arlene ~NY~.~___
FEES
Probate. Letters, Etc. """." $_.:?35.~
Short Certlfleates( 1j), , , . , " , ,,$ 30.00
Renunciation '.", ,', , , , , , , , , , . $
X-Pages $ . 30.00
Jep ~S-;OO'
APRIL 18;or~~ -- $ . ,100.00
Filed....,.,.,.."."..."...,.. """."
q - F- Qrn ();n{L
R,gl'lOr of Will. U]
,~RY L}J~
M.Wile Es. #6298
ATTORNEY (Sup. Cl, I.D, No,)
1 S. B~ltimore St.. Dil~rg. PA
ADDRESS 17019
(717) 432-9666
PHONE
~~ \Cl :0
:On)
...! - .~., "'" [::!,~ - -' ~.,:
r,,-
il'€1 ,
" ::t:J
" ,
....
0
:i::;-
, \0' 1.H
"'~I \'. L-l
:e. ~I 'l..j ..,.,
Q'\
Mailed letters and order to attorney on 4-18-97.
~~ .~
":'-' t ~
\ ~.- \ ~ \ 'B
~
-- ,.. ~
- ,.-. ~, 6
- ,,-- ~ -
~ ~ --
,a- ~ 4-t
.
ta ?,e~t ;! . ~ e o.'l
~-~~ ---
--- ~ -..../ -.... ,
U7t -
.- --- \
--
~ ~ i
(~~ tr:)
,
..
. .
, .
,.
Internal Revenue Code of 1954/ as amended, and
as may from time to time hereafter amended, and
to the Treasury Department Regulatiorls, as
amended, and as may be from time to time
hereafter published and amended.
(g) If any legatee or devisee under this will shall die
within sixty (60) days after my death, he or she
shall be deemed to have predeceased me for all
purposes under this Will.
(h) No interest of any beneficiary of my estate shall be
subject to anticipation or to pledge, assignment,
sale or transfer in any manner / nor shall any
beneficiary have power in any manner to charge or
encumber his or her interest, either in income or
principal, nor shall the intel'est of any beneficiary
be liable or subject in any manner while in the
possession of the Executor, Trustee or guardian for
the liabil i ty of such beneficiary, whether such
liabilities ariae from his debts, contracts/ torts,
or engagements of any type.
ITEM 31 I direct my hereinafter named Executrix to pay
all inheritance, estate/ succession and legacy taxes of
whatsoever nature and kind, to which my estate or the transfer
of any property passing hereunder or otherwise passing by
reason of my demise, may be subject and to charge such taxes
against my residuary estate, it being my intention that none of
the aforesaid taxes/ either federal or state, on any property
WITNESS,
L (v'- -'\, l,) vll~)
~U" cJbm4aa1
(SEAL)
-9-
COKHONWUl Ttt Of PI'.HHSVI VANIA
DEPARTHf.NT OF RfV(NUE
aURFAU or IN01VlOIJAl TAl(f:S
DF,PY. 2110601
IlARRI SIlURU , I'A 11118-0601
'*
/')~' / h" .},
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
(
FILe,
ACN
DATE
NO.21 97-0364
97121062
05-21-97
H~'I'41 u." 1I,nl
~-_....
EST, OF ROBERT EPPLEY
5,S, NO, 100-12-3090
DATE OF DEATH 04-06-97
COUNTY CUMBERLAND
TYPE Of ACCOUNT
[J SAVINGS
[] tH€tKING
[] TRUST
[R] tERTIF ,
RICHIE JAMES
880 EPPLEY RD
MECHANICSBURG
PA 17055
REllIT PAYHENT AND fORtlS TD I
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
FIWANCIAL TRUST hu proyldecl the Oepart.ent with the Inforuthm lilted helow which hili h".n \lud In clIlcutlltlng the
potential tal< dUQ. Their r.oords Indicate that at the d..th of the above d.cedent, YOU wer. H joint owner/b.neflclllry of thh \1c..:ount.
If you f..l this Inforutlon is Incorrect. ph...... obtain written correction fro. the flnnf\cll'll InltI'~utlon, I'Ittnch !I copy to thll for.
ana return it to ,ne eoLlOYII lIoorUIS. 11111 ac:co\Jn~ tJ ltUlflb.. ill flOCOrtHll1CI wun me Innerh<tll,,;e 111)( UIWll Of tn'll (ollllon"'.lInn Of "'l\nliYlvtHli".
Questlonl ".IV bll nnlwered by call1n9 (117) 7e7~Ul7.
COMPLETE PART 1 BELDW . . . SEE
----
Account No, 1-130866
Deh
Estoblhh.d
REVERSE SIDE POR FILING AND PAYMENT INSTRUCTIONS
01-20-97
To 1,,~urCl proper credit to your I'Icoount, two
(?) copln of th!l not1ce IlUlt II(lCO~8IlY vour
paYllunt to the R.glltwr of Wllh. ""k.. check
payablll tOl "HClylster of Willi. Agent".
Account Bahnc. , 00
Pere.nt Texebh )( 100.'00
Allount SutJj.ct to Tax , 00
Tax Rat~ .)( ,"15
Potent lal Tax O"le , 0 0
~n TAXPAYER RESPONSE
m [FAlLURl!' TO Rl!S"O~D..!lItl,.~~$!I~t:~ijA~q~".ICIA\. .TAX A$!ll!SSMEHT~$~POIfTHI~~T~(lIq
NOH:: If tll:O: plIYII.nh I'Irft uue loll thin three
(31 Month. of thu d.conant', dl'lte uf dClllth,
YOI.l ~8V r!C1du<lt " 5% dhcount of the tal( due.
Any InhQrltancfI tal( due wJlt blllcOllMl del1nQuent
nino (9) ftonth. after the date nf de.th,
["'. C~~~K J
BLOCK
ONLY
A. 0 1M above Inforllat1C1f'l nod tal( dll. If! corrnct.
t. You ."y ~hQole to re"lt pay..nt to the RlJglst~r of Will, wlth two cop Ie. of thll notIce to obtain
8 dhcount or a'lold Intere.t. or you BIllY chock hox "An ;,nct retur'n thls notice tQ the Ruclster of
Wllh IInd an offIcial 1'I11",..ent will be !ssil,.d hy the PA Oepllrt."nt of Revenue.
IL 0 The \loave lIuet hili bOlln or will be reportotl !'Ind tnx pnld with the Pennlylvl'lr.)1'I [nherltancCl h)( rClturn
to be fll.d by the dacedent', repr..entntJve.
c. 0 The above If\forlll'ltlol1 ls Inc(lrr_ct lind/or dClhts IJl'ld dilductlont wer~ Judd by vou.
Vou .Ult OOlapt"t. PART 0 lind/or PART ~l below.
PI~r ~:l~;~O~~~:;.:~ :.~;::~17~~~~x r.to, pl.... stato :~~".. --r.........
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAn.
LINE 1, D.t. Est.bllshed 1 1
2. Account a_i.nee 2 2
3, Percent Texabl. 5 X
4, AlftOunt Subjeot to Tax 4
S. Debts Mnd Deductions S
6. AMount Taxable 6
1, Tox R.to 1 X
8. Tax Due 8
OFFICIAL UsE:, ~N~~:, .0 MF
PA ilSf\/dntlSNf, Olh~llllilNUI!
-t~-i- ::~~ '
~' " .' .. ' ."
PART
[!]
DATE
DEBTS AND DEDUCTIONS
6
7
8
CLAIMED
'\:'1:':
,,,.'
,'I
. '
~
PAID
=~
PAYEE
DESCRIPTION
AMDUNT PAID
1== ==
.
1=
TOTAL. CEnter on Una S of Tax Computation)
Under panalUes of parjury, I declar. that the fech I hava ra~orted abova .re true, cClrr.ct Gnd
conpleta to the best of MY knowladga and belief,
HOME (".~___.____.__.
WORK ( )
TELEPHONE NUMBER
DATE
TAXPAYER SIGNATURE
_Of
NOTICEl
PAvtPT.
ItEFtMt (CR) I
it)
1,,[.'
!,"",!
rq
fL,
~'
~~H
L-:1
l.::l
, -
1\
I'
ei:
f'-
V,
,(l!' .,,,
08
To fulfill the rlqU.r.-nt. of SeoUon 1140 of the InhtrJtanc;a WId Elt,t. Tal( Aot, Aot 2:1 0' 1999,(72 P.S.
SeoUon 9UO).
DltMh the tOP porUDn of thlt NoUOI .-.d MM.tt wl1:h ~04Jr ,1)'Mnt to thl A.,ht,r of W.U. printed on thl
r.vena ..de.
o.. HIk. cMok or 1hWMI~ or.r plYllbl, tOI REgISTER Of' WILLS, AOENT,
A r.tn of . tllC ('.recUt, Mhh:h WI' not requ4l.t~ on thl tlIC ,.turn, ..y bl r.qutlltod by ClHPlltlnl WI """lIoIUon
'or A,fund 0' P.,..,.y!v."t. Inh'rltanel and E,t,t, rele" (REY.15U), AppllCllltJonl .r. 1""lhttll at the OfficIo'
the b,lIhr of Wllh, eny of the z:s RlvMI.Hl Distrlot OfHcI. or by cllllng ttM IpeOlal 24"hour In..,.,,!ng ..rvIOI
~r. for for.. orderlnGl In Penn.vlvant. 1-800-562-2050, out,to. Pennlvlvlnl, -nd within InCl.
"'rrllbYr, ar.. ('117) '/87-8094, TDO' (717) 112-2252 (Hur,Ina IIlpIJr.d Only),
OIJf:CTIONSI Any party In Int",.., not ..t1lfl.d with thtl apprah..."t, .UOMlItKl. or dhallowlIOCe of lMduct1on. or ...........t
of tlllC (Including dhcount Clf' 'nt.rutl a. .hown on thl. Notlc. .'Y ubjact .l1thln .IMty (60l clfty. of rMalpt of
th1l Notlu bY,
-.\ljrltt." prot..t to the PA Dtpart...nt of RaY'nut!, BOlrd of Appaah, Oept. 7.81021, Uarrhbura, PA 1712'.1021, OR
ualactlng to ~Ya the ..ttar tMtar.lned It tha MKlIt of ttM IIClGount of th4 PfIr10nal repra..ntllU...a, OR
-.."..1 to tn. Orphans' C?urt
AOIIIM-
ISTRATlYE
CORRECTlOHSI
DISCOUHlI
PfNALTVI
INTEREST ,
Feotu.1 ,rrot. dl.cu...ered on thl. ........"t should be addr"lnd In wrltlhe tOI PA o.p.rt.."t of R....~,
lura.u of Indhddulll TaMIU, ATTlh Po.t A...",.."t R.vl... Unit, DEPT. 2B0601, tlerr1lbura, PA 17121-0601
fIhona (711) 7B7-6505. S.. p~ 5 of the bookl.t "Inltructlonll for !nhedtanca TalC Raturn for a R..lctent
~~t." (RE~-1501) ~or an 'MPlmnetlon of adMlnl.tratiY.ly correctable .rrorl,
If MY tb due I. paid wlthln thr.. (]) c.:.leodar IIOflth. aft.r the daced."t'. dtath, 01 fl...a paro."t (5:0
dhcOl.l'1t of the taM paid II ll11owd.
TM 15;( taM ...,..ty nor.-p61rtlclpatlon p.nalty h COIIpUted on thtl tot.l of thtl tax and lnt'''''Dt ....u.ct, .".. not
paid H'ora JlN'I'J.ry 11, 1996, the flrJt day aftar tM end of the tllM Idl...ty padoet, Thle non-partlolpatlon
panelty 11 .p..lahla In tM .... lIftOnlIl" IW'Id In the the .... tl.. period .. YOU ~ld eppnl the taM IInd Intar..t
thelt hIl. been flu..ud .. IncUcat~ on thl, rlOtlca,
Intara.t 11 ehlr.,.a Maiming with flrlt day of delinquency, or nine (,) Hnth. find 0t"Ml (1) dey
frOll the det. of ctaath, to the dat4 of p.v-nt. TaM" which bee... delinquent baft'r. .J8nulIry I, 1912
bear Intare.t at t~ reta of .I~ (6~) p.rcent par ~ calculated .t a d.lly rata of ,000164,
All tlQte. which ~ daUnquMt on or .ttar Januar~ 1, 1'82 will beer 1ntlllr..t .t :'I r..t. whloh will ....rv frOll
caland1lr ~..r ta eal"r yaar with that rata 8f'IrlOtJOCad by the PA o.partHnt of Aavanlle, The eppllCtlbla
Intat..t r.ta. for 198! through 1991 at"al
Vear Int.r..t Ft.ta Deily Inter..t Factor V..r Interalt Rata Dally Intar..t Factor
1'82 lOX ,DOC"' 1987 9X ,000247
1'13 IU ,00041-1 1988-1991 11;( ,000101
19" m ,000501 1991 .. ,000247
1988 m .OOOS!i6 1993-19M n ,000192
1986 101 ,000274 1995-1997 9X ,0002",,7
--Int.r..t II caloulahd .. follo-~al
IHTERE8T . BALANCE ~F TAl! UHPUD X lfIIIlJER OF DAYS DEI,INqUENT X DAILY IHTERElIT FAmS
uAnw NoUea ll1ued after the tlQt becOM' delinquent NI11 raf1aot an Jnt_r..t c.lcul.Uon to flU.., (IS) AV'
beyond the dIIta of the ........"t, If paywnt II aada attar the Intar..t cQllPUtaUon data ,.hQwn on the
Nntlu, addlt10n111 Intara,.t __lit M CIIloulatad,
I!J~- / 76'" ;),
J INHERITANCE 'fAX RETURN FOR OATES OF DEATI! AFTER t2l3lfgl
CftECI\ HER!! IF A srous'~!;,nn
RESIDENT DECEDENT POV.!l.~W CREDIT IS CLA~..L___
COMMONWEAl.1t; 0' .'NN9Vl.VAN'A (TO BE FILED IN DUPLICATE FILE NUMBER
"'''ARlM'NT 0' "'V'NU' 21 97 0364
IIA"nlS~D~~.'::~~~,,-,,", _ WITH REGISTER OF ~!LL~) COllNTY CODE _YEAR NUMBER
DECEDENT'9 NAME lIAST, FlHsr, ANI! MIDDL{iNITIAL) . iliECEOENrS-COMPLElE AD.IlRESS
!!B>ley, Robe1:t L.,-J--------"--r--'--- 884 EPPley Road
DEC f,NT SOCIAL SECURITY NUMBEfI DATE OF OEArft DATE OF BIHTH MechanicsM"J, PA 17055
ED" 18B-12~.3090 04/06/..27 03/..19/1920 COlIIII a.nnberland
!friI:rA~'tAh\!,1'1~~:YI~L(: .1'5U5[1$ NMlElL'Mt: ]SOCIAL SECUl\lfY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
lvia M.~ey IB9-1U--7299 746,077.00
.- 1, ortglnal-Roturn - ~-. [r-2, SUppl0l11fJIllal f10lurn - -o3~onlal;l-d;': Aellirn---
(for dal.. 0' death pllnr 10 ll-13-e~1
fJ: 5. fodor.1 Eolelo Tox RRturn Roquhod
ruv-utJoE)(t,'-Iiil
CHECK
APPRO-
PRIATE
BLOCKS
I
, I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
i
I
I
i
I
CORRES-
PONDENT
RECAPIT"
ULATION
TAl< le.
COMPUTA- 10.
l'lON
..
o 4. L1mllod Est.to
[ij o. {)ecodont DIad Tnnlato
(AII""h copy 01 Will)
.,.
I
NAME
Jan M. Wiley
TELEPHONE NUMBER
717 432-9666
1. fleal Estalo (Sohedllla A)
2, Slocks snd Bonds (Schodulo B)
3. Cloe.lv Hold Slock/Pa~"'''shlp Inlorosl (Sch, C)
4. MOl1gagos and Nolee Reeolvablo (Schodllle D)
6. Cash, BOllk Deposits & Miscellaneous Personal
Propo~v (Schodllle E)
6. Jclnlly Ownod Propor1y (Schodulo F)
7, Transfers (Schodule G) (Schodulo L)
O. TaiBI Gross Assets (Iotal Ulloa 1~7)
9. Funoral Expansos, Admlnlslr~Uvo Costs,
Mlocellonoous E'pon.es (Schodulo H)
10, Coblo, Mortgoge L1obllllles, Liens (Schodlllel)
11, TOlal Ooductlons (Iolal L1nos 9 & 10)
12, Not Value 01 Eslalo (L1no 0 mlnlls Un. 1'1)
13, Charllablo ond Govo",,,,onl.1 Bequosls (Schodulo J)
14,
15.
+
..!.- O. Tolol Number 01 Solo Depoell Bo'o'
'I I.I"I!'I I ii, 'II
COMPLETE MAILING ADDRESS
One s. Baltimore st.
DillsOOrg" PA 17019
(1)_- 301,372.00
(2)___ 160,000.00
(3) None
(4 ) None
(5 ) 370,203.00
(~ ) None
(7 ) Non~
( 6)
(0 ) 84,16B.00
(10) 1,330.00
831,575.00
85,49B.OO
746,077.00
None
(11).
(12)
(13)
(15)
(14)
"/46,077.00,.QQ.. .
74~t277.00
0.00
(1e)
0.00, ,06 '
0.00
(17)
0.00, ,15 .
0.00
(18)_
0.00
Discount
Interest
(19t
(20)
0.00
(21)_
(21A),_._
(21B)
AU(lREUS
1 South Baltimore street
Dillsblrg, PA 17019
N94f'AOOI
REV-tfipa E)(t(2-81j
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAl. PROPERTY
COMMONWEALTH Of PENNSYLVANIA
INItERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert L. EWley
All r a,IV lolnllv-ownad with tho Right 01 Survivorship muet b. dloclo.ad on Soh.dull F
ITEM
NO,
DESCRIPTION
1 Cash in Lock Box
2 PNC Acct. No. 5070078666
Interest on above item accrued as of decedent's death
3 York Federal Acct. No. 020-21806
Interest on above item accrued as of decedent's death
4 York Federal AoL1:. No. 090-649401
Interest on above item accrued as of decedent's death
5 York Federal Acct. No. 100-210174
Interest on above item aoorued as of decedent's death
6 York Federal Acct. No. 800-7324
Interest on above item aoorued as of decedent's death
7 Farmers Trust en .Joint with Richie James
Opened 1/28/97
8 PNC Bank, N.A. 00#21001013140
Interest on above item aoorued as of decedent's death
9
sale of Personal Property & '!'ruck
(Brickera Auction)
10 Olrysler Sedan
11 sale of Seed to Ron sauder
12 Seed Corn Refund
13 l'NC Bank/ N.A. IRA #65001004499
14 PNC Bank, N.A. IRA 65001005936
Pleaee Pllnt or TVpo
fiLE NUMBER
21-97-0364
VALUE AT
DATE OF DEATH
1.00
5,077.00
4.00
37,136.00
29.00
3,800.00
1.00
50,000.00
50.00
75,000.00
74.00
678.00
105,977.00
9/698.00
58/464.00
15/000.00
709.00
236.00
774.00
7/495.00
PA1608f N1F ''''
YOTAL (Also enter on IIna 0, Reoa lIulatlon $
(AIlach additional e 1/2" , 11" sheels II more spece Is needed.)
370 203.00
Copyright Form. 8011ware Only, 1\J94 Nelco,lflr.. N94PA081
~Deposi t Box Inventorv ( Form. REV., it 1;1 5 ) :
[BACK]
,r
r: .
--.---.-.....----.-.-......--..----.....--- ,.,."--_..._-----_......,'---_..._-_.,~.*....._".
INSTRUCTIONS - - - .
(11 Cal.. __It Iolal only, - --
(21 SIMbJ UIl I. claIoH -,." ......mo. .r pr./wtTod roniR'.II, WOrTOn' .r ........ rlVhll f.ut>d In b... 5,odl. .,.
'0 b. ",",gnat" by nQIM of tompony, Uftifk01t 'If.lmb.r, daft of C.,tiMcOle, nOrM in wkich 1100; il f~.II".d. !
.nd numb... .1 oIto,.. .nd dOli ./ II.dt,
(It OWl........ .. U. I. CHIt",,"""'1 Numb.r of Iteinl, datt of i..u~. 'ace value, Na~ in \Which ro-ghttrtd ,
,
ond type of own.,.hip, I.... joinrly held, poyabl. on d.ath, "e,
I.' ......., O..igncne by Plam., amount, .tnal numbOf', or uth.r d.,lgnatlon, (ker., Bonda) i
I" "'.k ..01 S.vl",. .... LH. Pft.ol...lu, 51011 no"," ./ d.po.il.r, numb.r .1 book, loll do'. opp.a,lnv In I
' book, no... 0/ bonk and branch, and bol.nce, i
I" Jew.Itv. c:.ln., S~"',.., Ma.u..",.,., .Ie, Uot ond d..crib. ., fully., pou/bl., ;
1'1l1lMdo. Mwtt..... Cu,,"nI ,....,.... PoIkle. ... etfter ..ItI....., .11....10"""...., Uti and d..alb. QI
fully ., po.~bl.,
II "', All ...... ..-... I
rT1JoI DtSCIII'1'lOf<
-
y/ /1/1/ -'\./ V' C~, f-
" -' '" "'~-2-1qS" ----;;;::1.19<1 J"O(J,c",,,, (j, ""+s. PNC :
!
C,D. ~ cx>7 3 'LV- u ~_ k j:'~de.~,,-I J~/.J/q" ~7i(j(Jl:J !
,."..-- , , / :
,
:
I
I
,
"
I
I
-
I
,
,
- I
!
, . .
,
!
I
,
- I
!
- - -;
,
.A - I
I i~_~. ,,1MIty e4 """",,, ~ "0....... _oil. ~~.... ..~" .. ,ho ~ ef "'y knewlodo. '"I)
=7--">/A^' n.-, L I n ~l' '/'"d 1f/u.<'" V1(: _ I
I
~ I....
,. I
,
Pogo of
SAFE DEPOSIT BOX INVENTORY
NO'l1l AlttHh .....IH...I lYo' II II" dIM'I') If ........1"'( or UM "uplkuIIII at rill. ...... of "'rm.
" ',..,
flEV-l,"Uf(t{IJI
COMMONWI1AL Tti Of! prNN8VL.VANIA
INl-tEflITANCE 'AItIlITUnN
Rt8l0ENT oEntOENI
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pl.... Print ., Typa
FlU! NUMBBR
21-97-0364
BlrAll! OF
_J!obBrt!:l. EPPley
ITEM D!SCRIPTIDN AMOUNT
_NO.
1 West Shore MediC'al Service 66.00
2 SUgarmlll MEdical Center 100.00
3 Maloy A. Murray/Real estate taxes 573.00
4 Nationwide Insurance 446.00
5 GPU Energy 42.00
6 Doctors Data/ Inc. 78.00
7 Bureau of Publio DBbt 25.00
TDTAL Aleo enlef online 10, Reca lIulallon
(If more epeoele nooded, Ineert addllloneleheele 01 eame elze,)
$
1,330.00
PAfSf2f
NTF UtO
Copyright Form. 8oltwlr. Only, 11114 N,fcD, Inc, NII4PA121
~ ,. \
Page 2
21-97-0364
Fstate of: Robert L. IJl:lpley
SOfJ!J:lULE 0, PARI.' A ~- Transfers to aurvivil'l9 SpoUSe
Item
No. Deooript:ion
1. Item 1 on Schedule A
2 Item 2 on Schedule A
3 Item 1 on Schedule B
4 Item 1 on Schedule E
5 Item 2 on SChedule E
6 Item 3 on SChedule E
7 Item 4 on SChedule .E
8 Item 5 on sa ledule E
9 Item 6 on SChedule E
10 Item 7 on Schedule E
11 Item 8 on SChedule E
12 Item 9 on SChedule E
13 Item 10 on SChedule E
14 Item 11 on SChedule E
15 Item 12 on SChedule E
16 Item 13 on SChedule E
17 Item 14 on SChedule E
18 SChedule J Expenses
19 SChedule 1< Expenses
Amount
1,372.00
300,000.00
160,000.00
1.00
5,081.00
37,165.00
3,801.00
50,050.00
75,074.00
678.00
115,675.00
58,464.00
15,000.00
709.00
236.00
774.00
7,495.00
(84,168.00)
(1,330.00)
Estate residue to arIP Trust per item 2 of. Will
'lUI'AL. (Carry fotward to main schedule) . . . . . .
746,077.00
lS~I).4 ~
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
~ BUhUU OF INOIYIOUAL TAMES
INHUUtANC[ tAl( OlvnlOH
Of 1'1 , Z&06111
IIARAISIURO. PA 11128.0601
NOTICE OF INHERITANCE TAX
APPNAISEHENT. ALLOWANCE ON DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
OOUNTV
AON
JAN M WILEV
1 S BM TIMORE ST
D!LlSBURG 'PA 17019
03-23-98
EPPlEV
04'06-97
21 97-0364
CUMBERLAND
101
~ --:~~_~~ ROMlttod
-----_.~----~_.
'\,,/'
*'
Uw.I\1J U '" IfIHI
ROBERT
L
"'J
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR VOUR RECORDS ..
iiEV: iS47 " EiCA iiji"iilii:m - "iiilW cE" 'OF' Y NHEiiif ANCE' TAX' iip PRiii 9 ii'IENT"; -A L l"owAiicE - cili'"""." -.. - -.......-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EPPLEV ROBERT L FILE NO. 21 97-0364 ACN 101 DATE 03-23-98
TAM RETUNN WAS I I ) ACCEPTED AS fILED
RESERVATION 'CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. He.l Estqte (Schedule AI
2. Stock. .nd bondN (Schedule D)
3. Closely Held Stock/P.~tn.rshlp Interest (Schedule C)
4. Horta.ga'/Not.. Receivable (Schedule 0)
S. C.sh/Bank Depo.lt;/Hi.c. Per.on.! Prop.rty (Sohedule E)
6. Jointly Owned Property (Schedule F)
7, r,'.n.1er. (Schedule OJ
8. Total Asseh
( X) CliANGED SEE ATTACHED NOTICE
II)
C2J
(3)
I~)
IS)
(6)
(7)
301.372.00
1 6 0 . 0 0.Q....ll.
.00
,00
370.203.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funere1 Expen.../Adlll. Costll/Hisc. Expen.lI. (Scheriuh fl)
10. Debt./HortiNge Liabilities/liens 'Schedule I)
11. Tc.t.1 Deductions
12. Net V.lua o~ r.x Return
15. Cherit.bl./Governmftntal Oeque.t'J Non-elected 9115 Trust. (Schedule J)
14. He; V.lue of Est.te Subject to T.x
If an assessment was issued previously, lines
reflect figures that include the total of 6.b1.
ASSESSMENT OF TAX:
15. Alnount of Lin. 14 .t Spounll rld:e US)
16. Allount of Une 14 hxebla .t Line.l/C1... A r.te 116}
17. Allount of Line 14 hx.ble .t CoU.t.ra1/Chs. 8 r.te (17)
18. Principal Tax Du.
NOTE:
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT C.)
INTEREST/PEN PAID (-)
. IF PAID AFTER DATE INDICATED, SEE NEYEN5E
FON CALCULATION OF ADDITIONAL INTENEST.
NOTEI To in.ure prOper
oredit to your Iccount,
lubnit the upper portion
of this forll with your
hx peylltent.
831,575.00
(9)- 84,168.00
nOI 1.330.00
Ill)
(12)
(13)
ll~) _
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
.00 X .00,
.00 M .06,
.00 M' 15,
1181
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
85.498 00
746,077.00
.00
746,0'/7. DO
.00
.00
,00
.00
'O~
.00
.00
.00
IF TOTAL DUE IS lESS THAN n. tID PAYHENT IS NEQUIRED.
IF TOTAL DUE IS NEflECTED AS A "CNEDIT" ICHI, YOU HAY BE DUE
A RHUND. SEE REYERSE SIDE Of THI5 FORH FOR INSnUC1l0NS. I
~
RESERVATION, e,t.t.. of dlcedent. dylnoon or bl'or. OlotRb,r 12, 1'82 -- If .ny future lnt.r..t In the ..tet. iI, tran,'.rred
In Po.....Jon or ,njov..nt to CI... . (0011ater,1) blnef'oi.ri.. 0' thl q.oldtnt .,ter thl 'Mpir,tion of anv ..t.t. for
11'. or 'ory..rA, thl Co~.onN..ltn hlreby .~pr...lv r...rvI' th_ rlgtlt to appr,J.. and ...... trant'.r lnn-rltano. rIMI'
at the Ilw'ul Cia.. . (oollit,r.1) rat. bn anv luoh future 1nt.r..t,
PURPOSE OF
NOTICE I
PAVHfNT I
REFUND (CRll
OBJECTIONS,
ADMIH
ISTRATIVE
CORRECTIONS,
DISCOlJr4TI
PEtlAl TV I
INTERESTl
To fulfill the requlre..nt. of Stntlon 2140 of th_ Inher1teno. and E.tat, TaM Act, Act 21 of 1995. (72 P,S.
SeoUon'1140),
D.tlch the top portion of thlt Hotlcl and .ubett with your pIVI.n't to the Rlght.r of WUII printed on the r.v.rla .Id..
~~"..h oh.ck or 10n':I ord.r pa~l'lbl. tOI REGISTER OF MILLS, AGeNT
, r.fund of a tax cr.dit, ~hlch wa. not r.qu..t.d on the Tax R.turn, May ba raquo.ted by co.pl.ting an "Application
for R,fund of PMnn'Ylvanla Inharltanca and E.tate Tax" (REV~13t~), Applloatlons ara awnllabl. at tha Dfflca
of thll Rauhtlr of WUI., an~ of th. 23 Rll",.nu. 1)1It,'lct Offlcu, or by oaUlng tha IPlohl 24~hoor
anlM.rlng l~r",lc.-~barl for for.. ord.rJnOI In pann.ylvanl. 1~800~]62~2050, out.lde penn.ylv.nl. and
Mlthin looal Harrl.burg area (717) 787~8094, TOOl (717) 772-2252 (H..rlng t.pa!rld Only).
.n~ party in hlt.rut not uthUad with the .ppralu..ent, allow"ncI or dhaUcwQnc. of d.ductJon., or a.......nt
of tax (Including dllcount or Inter..t) a. shcwn on thl. Hotlo. IU.t obj,ct within sixty (601 day I of rlcllpt of
thll NotlcG bYI
--wrltt.n prcttlt to thll PA D.partllilnt of Rev.nu., Board of Appull, Dept. 281021, Harrisburg, PA 171Z8~1021, OR
u.lact1on to hlv, thl IIttar d.t.r.lnld at audit of the &<loount of thlp"'lcnlll repr"entatlve, OR
--app'll to th. Orphl!ln.' Court.
flctull .rror. dl,covlr.d on thll a.,....lnt .hould be .ddr....d Jn writing tOI p, Oepart~ent of R.",.nul,
8urllu of Individual Taxu, ATTNI Po.t ........nt R.yh,w Unit, O.pt, 280601, lIarrllburg, PA 1112fb0601
Phonl (717) 187~6505. S.. page 5 of th. bookl.t "In.tructJon. for lnh.rltancc Tax Return far a Re~ld.nt
OReldent" (REV-1S01) for an 'MPlanatlon of ad~inl.tratlvIIY norrectabl. .rror..
If any t.x dUI 11 paid within thr.. (]) cal.ndar lonth. aftar tll. dee.d.nt'. d.ath, a fl",. parcent (Sin dhcount of
thl taM paid i. alloWld.
The 15:< tux allne.ty non~partlclp.tlon penalty 11 cOllPutad on the tohl of th. taM and lntara.t .....t.d, and not
paid bafora January 18, 1996, th. flrtt day aft., th. .nd cf th. tax aan..ty parlod. This non-pllrtlolpatlon
p.n.1ty 11 appaalabl. In tha .... .IMer and in th. th. .... tI.a pertod .. yoU would appul the tax and IntlJ...t
that hI' b..n .......d .. Indio.tad on thl. notlc..
lnter..t I. chargad b'olnnlna wIth fir.t day of d.llnquanov, or nina (91 .onth. Ind ona (1) day fro. th. d.t. of
d..th, to tha data af pay..nt. T.~e' which baca.. d.linqu.nt balor. January l, 1982 b.ar int.r..t at th. rata of
.Ix (6X) p.rcent p.r annuli calcullt.d at I dally r.ta of ,00DI64. All taxII which bDcaml delinquant IIn and aftar
Janu.ry 1, 1982 will baar Int.re.t at a rat. which will yary fraM callndar y..r to oalandar y.a, with that r.t.
announced by the PA O.part.ant of Rev.nu., Th. applloabl. Int.re.t rat.. far 1982 through 1998 ar'l
~ !,rItar..t Rata Dallv Int"e.t Faotor :!!!! lnterut A_t. Dally Intlrut Foctor
1982 201: .OOOf,48 1987 9X .00D?,41
1985 16:< .000438 19"8~1991 11% .000501
1984 11% .000501 1992 9% .000241
1985 1:5X .000556 1993.1994 1X .000192
1986 10% .000274 1995"1998 9% ,000241
~~lnt're.t 11 calculltad II fOUOMII
INTEREST . RALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlcl i..u.d aft.r tha tax b.eo... d.llnqu.nt will r.flact an Int.r..t calculation to flft..n (IS) dav.
b.yond th. data of thl a.......nt. If pay"nt I. .ad. aft.r the Int.r'lt oOMputatlon data .hown on the
Notlc., addltlorlal Intar..t .u.t b. calcuht.d.
lU'V,I",orx 1!1\,4l
w
INHERITANCE TAX
EXPLANA liON
OF CHANGES
~
~~~
COMMONVI/tAI,ltIOr I'LNN!1YI vANIA
flLPAHIMf,Nl or HLVI'NIJt
uWU!AU OF INDIVIDUAl. lAXI',8
[lIP! )1l11\1l1
HAFlfllSnURO PA 11118 (If)(J\
Robert Eppley
~--_..---
PROaATE
ACN
319198
2191-0364
101
ITEM' ---
SCHEDULE NO. EXPLANATION OF OHANGES
- ---- - ._-
The amount on line 15 does not Inr-Iude assots passing to a trust or similar
- ---- .--
arrangement for which a Section 2113 election has not been made (72 P. S..9113).
----
The reported values of the excluded assets have not been verified by the
- -- ---
Department of Revenue.
-
- -
--
-
.
-
--
.
'. -- -
..
-
..
.
-
.' . .
-
---
-
, -
TAX EXAMINER: Bill Lyon,
ROW Copy
PAGE 1
I,
'..-,.... ,... .... ~'-", "~ - .
'0
STATUS REPORT UNOE~ RULE 6.12
Name 6f Decedent I a tiJJpt"' + L. fDn ~ I J
' ,
Date of Death I ol./oO~-C;7,
Will No. ~/q7 Admin. No. () 4,~, L/
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 completel
Yes....-- No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I'
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes__ No~/ .
b. The separate Orphans' Court No. (if anYl for
the personal representative's account iSI
c, Did the personal representative state an
account informally to the parties in interest? Yes__~ No
,
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and m~ e,attached to this report.
~ ~ I'Y'. /.,.J~
~ at-\lre
-:I;w fY, {vi Ie.. l{ C$~'
Name (Please type ~ prin )
On/'_ S, Bet /f"YYlore. St
Address -:!),jI.sbuf'3. fA- I!Olg
(In l Ll~:. -90 t.J (v
Te 1. No.
Datel
Q-/I-C)7
\0
i;'--:I
r..
If'',
.......
Eb
[,--'1
\,
I>,.;
~~\
. t'
~:J
(..)0 '
capacitYI Personal Representative
~Counsel for personal
representative
(MAHlfmflAM3)