HomeMy WebLinkAbout97-00370
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No. 21-97-370
Estate of -MeQi Je...- ~~<..G
DECREE 01<' PRODA TE AND GRANT 01<' LETTERS
I Deceased
~nd I.etters .
arc hereby l\r~nted to
AND NOW _ APRIL z.L...__.. .' 19......H_, In consideration of the petition on
the reverse side hereof, s~tlsfactory pro(.f having been presented before me, , '\ ''1~
IT IS DECREED that the Instrumenl(s) date~~'1 (., ~'..) ~. ,2."-/ I C{'l' r
described therein be admitted to prob~te Rnd flied of record as the I~st will of
r_~e
FEES
Probate. Letters, Etc. ,. . , , , , ,. $ 235.00
Short Ce~tif'c~tes(5 ) , , . . , , " ., Lll~
fH~gCODI.OIL, . , , . , " $-4:-a8-
--.J~ $ 5.00
TOTAL _ $ 277.50
Filed". ,AP.IHJ" ,23.. .LQ97.."..."",.,
~"~hlf;' l"'~ (!,IJ.. 'JKM.dZu1fJ.<.f1<dr--
R.gl.ler of Will,
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MAU,ED LETTERS AND, ORDERS TO BANK APRIL 24,
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4175888
No,
21-97-370
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COMMONWEALlHOfl PIIHH8nVAHIA' DEPARTMeNT 0' HIIAUH t YIT^L RECORDS
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NOTICE OF BENEFICIAl. INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBEALAND, PENNSYLVANIA
IN RE: ESTATE OF: Adeline Spence
ESTATE NUMBER: 2197-0370
TO:Carol Shandraw Barrett. RR #5, .6.illvllle OntarJQ...lUllL~
THIS IS YOUR OFFICIAL NOTICE, AS REQUIRED BY RULE OF COURT 5.6 (a), OF
THE DEATH OF THE DECEDENT AND THE GRANT OF lETTERS TO THE
PERSONAL REPRESENTATIVE NAMED BELOW. YOU MAY HAVE" BENEFICIAL
INTEREST IN THE ESTATE AS PER THE DECEDE:NT'S WilL AS FOLLOWS:
the Hummel collection ancls.terling flalYLare. as per paragrnph SECOND (Bl,
NAME OF DECEDENT: Meline Seence
LAST KNOWN ADDRESS::MZ..4 Ritner Hlghwav, Newville, PA 17241
DATE OF DEATH:, March 22,1997 PLACE OF DEATH: 3.474 Ritner Hwy. Newville. PA
COUNTY OF GRANT OF ORIGINAL LETTERS: Cumberland, on April 23.1997.
DECEDENT DIED WITH A WILL DATED: November 26.1996 and a codicil of 1/26/97
A COpy OF THE WilL (AND CODICil) IS ATTACHED,
NAMES AND ADDRESSES AND TELEPHONE NUMBERS OF ALL PERSONAL.
REPRESENTATIVES APPOINTED BY THE COURT;
PNC Bank NA An.fIDli~twmillne D. Bell. Ass't V.P.. P.O, BOX 308 Camp Hili. PA;..
17011: phone: 717-730-~
NAME, ADDRESS AND PHONE NUMBERS OF COUNSEL TO THE ESTATE:
Donald B. Owen..E'....O Box B,Enola...Pa, 17025: phone & fax: 717.7~~
PLEASE CONTACT MY OFFICE FOR ANY ADDITIONAL INFORMATION
YOU MAY NEED. (..-- =.D.tMJJi.{!(,i~
DATE: June 6,19~7 '----eONALD B. OWET\I~
\.
NOTICE OF BENEFICIAL INTEREST IN eSTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: ESTATE OF: Adeline Spence
ESTATE NUMBER: 2197-031.Q
TO:Susan Shandraw (YQ.UQQ) 167 Garner Avenu.o, Welland..Qntarlo. L3e2Y.1.
THIS IS YOUR OFFICIAL NOTICE, AS REQUIRED BY RULE OF COURT 5.6 (a), OF
THE DEATH OF THE DECEDENT AND THE GRANT OF LETTERS TO THE
PERSONAL REPRESENTATIVE NAMED BELOW. YOU MAY HAVE A BENEFICIAL
INTEREST IN THE ESTATE AS PER THE DECEDENT'S WILL AS FOLLOWS:
20 % of the residuary estate.as per paragraph FOURTH (A)and
the Waterf~ per paragraph SECOND (Cl,
NAME OF DECEDENT: Adeline Spence
LAST KNOWN ADDRESS: ~74 Ritner Hlghwav, Newville, PA 17241
DATE OF DEATH: March 22,1997 PLACE OF DEATH: ~ Ritner Hwy, Newville. PA
COUNTY OF GRANT OF ORIGINAL LETTERS: Cumberland, on April 23.1997,
DECEDENT DIED WITH A WILL DATED: ~ember 26.1996 and a codicil of 1/26/97
A COPY OF THE WILL (AND CODICIL) IE' ATTACHED,
NAMES AND ADDRESSES AND TELEPHONE NUMBERS OF ALL PERSONAL
REPRESENTATIVES APPOINTED BY THE COURT;
PNC Bank N,A. AttentiolI Charmaine D. 6ell, Ass't V.P.. P.O, BOX 308 Camp HilI. PA.
17011: phQMJ.17-730-2266
NAME, ADDRESS AND PHONE NUMBERS OF COUNSEL TO THE ESTATE:
Donald B.-P..wen, P.O, Box B,Enola Pa. 17025: phone & fax: 717-73~
PLEASE CONTACT MY OFFICE FOR ANY ADDITIONAL INFORMATION
YOU MAY NEED. ( _ ,_~a .__
DATE:...!.LIrnl6.1997 DONALD B. OWEN, ESQ,
=~,. "~,.., ,i"''' I.':';'.' .-,c, .
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WillS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: ESTATE OF:.Atl..mlne~e.O.Q~L
ESTATE NUMBER: 219I:MZQ
TO: Michael Shand1IDy..,2G..!3lQ!,.fPAU;:_.81L~LlEVJ.ll.E..."Q!'!1.1\8ID.......~
THIS IS YOUR OFFICIAL NOTICE, AS REQUIRED BY RULE OF COURT 5.6 (a), OF
THE DEATH OF THE DECEDENT AND THE GRANT OF lETT'ERS TO THE
PERSONAL REPRESENT A TIVE NAMED BELOW YOU MA Y HAVE A BENEFICIAL
INTEREST IN THE ESTATE AS PER THE DECEDENT'S WILL AS FOllOWS:
ZO % of th~lQygllY...eR~QID'''para9rapI:1.EQURTH (0)
NAME OF DECEDENT: ..Meline Spence
LAST KNOWN ADDRESS: 34?4 Ritner Highwav. Newville, PA 17241
DATE OF DEATH: March ~l9N PLACE OF DEATH: ~474 Ritoor HwY. Newville, PA
COUNTY OF GRANT OF ORIGINAL lETIERS: Cumberland, on April 23,1997.
DECEDENT DIED WITH A Will DATED: IiO.YS1lMer 26.1996 and SLcodicil of 1/26/97
A COPY OF THE WilL (AND CODICil) IS ATI ACHED
NAMES AND ADDRESSES ,AND TELEPHONE NUMBERS OF All PERSONAL
REPRESENTATIVES APPOINTED BY THE COURT;,
PNC Bank NA ..Att~n1i()n: CLtmun.aine D, Bell, Ass'l V.P.. PO. BQX 308 Camp HIli. E8...
17011: phone: 717-?SO:2.6.Q2
NAME, ADDRESS AND PHONE NUMBERS OF COUNSEL TO THE ESTATE:
Donald B, Owen, P.O, Box_~f;!lola Pa.,1IQ25: pholJSl_~J.l\x: 717-7323552.
PLEASE CONTACT MY OFFICE FOR ANY ADDITIONAL INFOHMATION
YOU MAY NEED. '\'~ ,',) "2
,~JL1:~cet.(g/_-
DATE:~ --"~bONAl.D B, OWEtt'Esa.
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WillS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: ESTATE OF:~line...SMl1Q!L
ESTATE NUMBER: 2NZ:.Q.31Q
TO:~..HIII, 25 WQULQg1QILQ.m,sci:lnt. APlZ.uL~J1y..iJrn..Qnrnr.l.Q. K-P8 4N~
THIS IS YOUR OFFICIAL NOTICE, AS REQUIRED BY RULE OF COURT 5,6 (a), OF
THE DEATH OF THE DECEDENT AND THE GRANT OF LETTERS TO THE
PERSONAL REPRESENTATIVE NAMED BELOW. YOU MA Y HAVE A BENEFICIAL
INTEREST IN THE ESTATE AS PEA THE DECEDENT'S WILL AS FOLLOWS:
I
,
!
I,
20 % of the residuarY e$t~I parag~amu=.QURTH (Bl !'1M
the pearl n~.QKjJlQ!t"_fi"'; per parngr~ph SEClmO (Al
NAME OF' DECEDENT: Adelio.ft-'spence
LAST KNOWN ADDRESS: :i4HBilom:..tiklhway, Newville. PA 17241
DATE OF DEATH: March 2~Z PLACE OF DEATH: 3474 Bitner Hwy. Newville, M
COUNTY OF GRANT OF ORIGINAL LETTERS: CumberlanC!...2l1..Aprll 23,1997...
DECEDENT DIED WITH A WiLt. DATED: ~J!lJ2s!r 26, 19961M!Q...Uodlci/ of 1/26/97
A copy OF THE WilL (AND CODICil) IS ATTACHED,
NAMES AND ADDRESSES AND TELEPHONE NUMBERS OF ALL PERSONAL
REPRESENTATIVES APPOINTED BY THE COURT~
PNC Bank NA Alt~!1IjQl1: ChEjrmJlina 0, 6lill..J>.JlS't V.p" P.O, BOX 308 Camp Hili, PA.
17011; P~Ql1~ 7.730-2266
NAME, ADDRESS AND PHONE NUMBERS OF COUNSEL TO THE ESTATE:
...Donald S, OWf;)q, P.O. ~QX B,Eoola PC!. 1ZQ25: Rhone & fax: 717.73? 3552.
PLEASE CONTACT MY OFFICE FOR ANY ADDITIONAL INFORMATION
YOU MA Y NEED. .'__, ."
~~>~QA-.BQ ___
DATE: June 6.199Z ~B. OWEN, ESQ.
~~
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WillS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: ESTATE OF:Me.!.inft.~en.csL
ESTATE NUMBER: ~197.0370
TO: Linda Rule, 2908 Westbury Court, Apt. 803, Camp Hill PA. 17011
THIS IS YOUR OFFICIAL NOTICE, AS REQUIRED BY RULE OF COURT 5.6 (a), OF
THE DEATH OF THE DECEDENT AND THE GRANT OF LETTERS TO THE
PERSONAL REPRESENTATIVE NAMED BELOW YOU MAY HAVE A BENEFICIAL
INTEREST IN THE ESTATE AS PER THE DECEDENT'S Will AS FOllOWS:
1Q."to OF rHE_BE:SIDU.AElY EST A Tf...AS.E.E8..PARAGRAPHfOURTH (1;1
NAME OF DECEDENT: _MmL~~.
LAST KNOWN ADDRESS: ;i474 Rit~t!ighway, N~~17241
DATE OF DEATH: ..Mslli;h 2~j]N PLACE OF DEATH: ;H?4 Ritner HwY, Newville. PA
COUNTY OF GRANT OF ORIGINAL LETTERS: CUIDQe.rland. o[LApril 23, 11lR
DECEDENT DIED WITH A WILL DATED: .!':'&yember 26.19~d a codlqil of 1/26/97
A COpy OF THE WILL IS ATTACHED
NAMES AND ADDRESSES AND TELEPHONE NUMBERS OF ALL PERSONAL
REPRESENTATIVES APPOINTED BY THE COURT;
ENC Bank N,A. I\nmrtiQD: Charmaine D. ~,A~sL'LE.w. P.O. BOX 3(26 Camo Hi1LE.A.
17011 71~,-2266
NAME, ADDRESS AND PHONE NUMBERS OF COUNSEL TO THE ESTATE:
Donald B. Owen, P.O. Box B,Enola Ea.....17025 , 71'7.732~2 ( or 7.9l21.
PLEASE CONTACT MY OFFICE FOR ANY ADDITIONAL INFORMATION
YOU MAY NEED.
~~Qd f~(CL__
'-- - -- ~~--------::;".~----_.._-----_.,
DONALD B. OWEN, ESQ. '
DATE: May 16.1997
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN AE: ESTATE OF:~lIne Spence
ESTATE NUMBER: 2197-0alQ
TO: Anna Piper, 3474 Ritner Hl9bmy~ Newville PA 17241
THIS IS YOUR OFFICIAL NOTICE, AS REQUIRED BY RULE OF COURT 5,6 (a), OF
THE DEATH OF THE DECEDENT AND THE GRANT OF LETTERS TO THE
PERSONAL REPRESENTATIVE NAMED BELOW. YOU MAY HAVE A BENEFICIAL
INTEREST IN THE ESTATE AS PER THE DECEDENT'S WILL AS FOLLOWS:
(1) 20% OF THE RESIDUARY ESTATE. AS PER PARAGRAPH FOURTH (F):
!21 ALL OF THE HOUSEHOLD GOODS AND FURNITURE NOT
~CIFICALL Y BEQUEATHED IN THE WILL. AQ PER THE CODICIL..
NAME OF DECEDENT: Adeline Spence
LAST KNOWN ADDRESS: 3474 Ritner Highway. Newville, PA 17241
DATE OF DEATH: ...M(lrch 22,1997 PLACE OF DEATH: 3474 Ritner Hwy, Newville. PA
COUNTY OF GRANT OF ORIGINAL LETTERS: Cumberland, on April 23,19QL
DECEDENT DIED WITH A WILL DATED: Novembet26, 1996 and a codicil of 1/26197
A COPY OF THE WIl.L (AND CODICIL) IS ATTACHED.
NAMES AND ADDRESSES AND TELEPHONE t-'UMBERS OF ALL PERSONAL
REPRESENTATIVES APPOINTED BY THE COURT;
PNC Bank NA Attention: Charmaine 0, Bell, Ass't V,PH P.O. BOX 308 Camp Hili. PA.
17011: phone: 717-730-2266
NAME, ADDRESS AND PHONE NUMBERS OF COUNSEL TO THE ESTATE:
Donald B, Owe!1....P.O, Bo)5. B,Enola Pa. 17025: phone: 717-7323552 (or 7979).
PLEASE CONTACT MY OFFICE FOR ANY ADDITIONAL INFORMATION
YOU MAY NEED. ~~'\o" N--A-L:!D!:!B-. O-~W::E-N(i'-EJS-Q'-,---'-
DATE: May 16,1997 ~
NOTICE OF BENEFICIAL INj'EREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: ESTATE OF: Adeline Spen~
ESTATE NUMBER: 2197-0370
TO: Arlene Shandraw IDean), 31 LexlnQton Crescent. BellVille Ontario. K 8T 412
THIS IS YOUR OFFICIAL NOTICE, AS REQUIRED BY RULE OF COURT 5.6 (a), OF
THE DEATH OF THE DECEDENT AND THE GRANT OF LETTERS TO THE
PERSONAL REPRESENTATIVE NAMED BELOW, YOU MAY HAVE A BENEFICIAL
INTEREST IN THE ESTATE AS PER THE DECEDENT'S WILL AS FOLLOWS:
1Q % of the residuary estate as per paragraph FOURTH (Q)
NAME OF DECEDENT: ~~pence
LAST KNOWN ADDRESS: 3474 Ritner Highway. Newville. PA 17241
DATE OF DEATH: March 22,19eI PLACE OF DEATH: 3474 Ritner Hwy, Newville, PA
COUNTY OF GRANTOF ORIGINAL LETTERS: Cumberland. on April 23.1997,
DECEDENT DIED WITH A WILL DATED: November 26.1996 and a codicil of 1r;,6/97
A COPY OF THE WILL (AND CODICIL) IS ATTACHED.
NAMES AND ADDRESSES AND TELEPHONE NUMBERS OF ALL PERSONAL
REPRESENTATIVES APPOINTED BY THE COURT~
PNC Bank N,A. Attention: Charmaine D, Bell. Ass't V,P.. P,O, BOX 308 Camp Hili. PA.
17011: phone: 71I:l30-2266
NAME, ADDRESS AND PHONE NUMBERS OF COUNSEL TO THE ESTATE:
Donald B, OW.!m..E.Q, Box B,Enola Pa. 17025: phone & fax: 717-7323552.
PLEASE CONTACT MY OFFICE FOR ANY ADDITIONAL INFORMATION
YOU MAY NEED. ~Cj;)~~c..elf_&a
DATE: Jund 6,1997 ( DOWi:LD B. OWEN, ESQ,
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
INRE:ESTATEOF: Adeline Spenc.Ji.
ESTATE NUMBER: ~197.0370
TO: Anna Piper, 3474 Ritner Highway. Newvill.li.E}. 17241
THIS IS YOUR OFFICIAL NOTICE, AS REQUIRED BY RULE OF COURT 5.6 (a), OF
THE DEATH OF THE DECEDENT AND THE GRANT OF LETTERS TO THE
PERSONAL. REPRESENTATIVE NAMED BELOW. YOU MAY HAVE A BENEFICIAL
INTEREST IN THE ESTATE AS PER THE DECEDENT'S WILL AS FOLLOWS:
(1) 20% OF THE RESIDUARY EST8TE, AS.fl:R PARAGRAPH FOURTH (F):
!2l & OF THJ;J:iQUSEHOLD GOODS AND FURNITURE NOT
~ffQIFICALL Y BEQUEATHED IN THE WILL" AS PER THE CODICIL.
NAME OF DECEDENT: ~line Spence
LAST KNOWN ADDRESS: :1474 Ritn!ill:1Jg~ Newville. PA 17241
DATE OF DEATH: March 22.1997 PLACE OF DEATH: 3474 Ritner Hwy, Newville, PA
COUNTY OF GRANT OF ORIGINAL LETTERS: Q.umberland, on April 23,199r...
DECEDENT DIED WITH A WILL DATED: bl2.vember 29,1996 and a codicil of 1/26/97
A COPY OF THE WILL (AND CODICIL) IS ATTACHED,
NAMES AND ADDRESSES AND TELEPHONE NUMBERS OF ALL PERSONAL
REPRESENTATIVES APPOINTED 8Y THE COURT;
PNC Bank NA A~ntion: CharrnaLl1.e...!2...Bell, Ass't V.P.. P.O, BOX 308 Camp Hill. PA.
1701'1: phone: 717-~O.2266
NAME, ADDRESS AND PHONE NUMBERS OF COUNSEL TO THE ESTATE:
Donald 8, Q~P',O. Box 8.Enola Pa. 17025: phone...J.lZ:1323552,
PLEASE CONTACT MY OFFICE FOR ANY ADDITIONAL INFORMATION
YOU MAY NEED. ( ~., L/ /:)
\\ {.M "lId 17> CI!..
DATE: May 16...mI ~- ACDB~6wE:"N,ESQ----'-
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
, r-
(Jrrlr.I~L lJ~;l ONlf-.'" :;,...----...:.'.-
REV-l500'cX + (1-&~)
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,260001
HARRISBURG, PA 17128-0801
" Real Estate (Sohedule A) (1)
2, Stocks end Bonds (Sohadule B) (2)
3, Closely Held Corporation, Pannershlp
or Sole-Proprietorship (3)
4, Mortgages & Noles Receivable (Schedule D) (4) _
5, Cash, Bank Deposils & Miscellaneous Parsonel
Property (Sohedule E) (5)
6, Jolnlly Owned Property (Schedule F) (6)
7, Inler-Vlvos Tranefere & Mlsoellaneous
RECAPIT - Non-Probsls Property (Schedule G or L) (7)
ULATION
14, Nel Vllue Sub eol to TI. Line 12 minus Line 13)
15, mounlo Ine14
taKable at the 2polltJal
ta)( rate
See Instruollons on page 2 for appllcsble percentage
16, Amount 01 line 14
twu"ble at 6% rale
17, Amount 01llne14
le.able at 15% rate 108,798.00 . ,15 (17)
16, To. Due " ", ' , ", (16)
19, CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAVMENT J
. .>. ..> >:. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHECK MATH ~"
Under peFlaltles of perjury, I declare that I have oxamlned Ihls return, IncludIng accompMylng schodules and statements, and to the bost of my know'ledge
and belief, Ills truo, correct and completo. DeclaraUon 01 preparer othor than (ho personfll roprosonlativo 1l'1 basod on aU Informalion 01 whIch proparer has
any knowledge, _ . . . . ___
~ ~~S~~~~ON,3IBt'(?'ftFI;I,(l1t:~fllAN ADORE5'j DAT~ /'J"" I.,,r
"~'~;>/," d././J//I See Schedule attached _J!jj,>"/Yf -
SIl1NA URr: or PAEPAAEA OTHEr, THAN AEPRi:SF,NfATlVI A[)[lRE:'i') OA1f /
DECEDENT
CHECK
APPRO-
PRIATE
BLOCKS
CORRES-
PONDENT
TAX
COMPUTA-
TION
FILE NUMBER
couNMo,,, ~~?,?
NRJ,7r9,
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
SPENCE ADELINE
SOCIAL SECURITY NUMBER
215-38-7937 03
(If.' APPLlCAEll SU VIVINO !lPOUSE'S N M[ (LASf,
~I"ST, AND MIDDLE INI1'IAll
-=r
DATE OF BIRTH
22 97 09 12/1907
SOCtAL SECIJRITY NUMBER THIS RETURN MUST BE FILEll IN DUPLICATE
WITH THE REGISTER OF WILLS
1 0 I I I R lur 2 S I t I R t 3, AeOlalnOer FlllhHO
, rgna 0 n , uppomona eurn (d~1'olrllllthprHlflo12-13-82~
4a. Fulurelnleru' ComprtJmiu
4, Llmllod Ealale Idatl 01 d..lh AII.r 12~ll-82) 5, Foderal EHtalo Ta>< Alrn. Roquired
8 0."."."1 D,.d T..,.I. 7, becedent Mllnlall1ecr a LIVing TrUll 1
9:~:I~~~I~,~,~;~=)~~Rocelvod.... . . __ . . ,1~, hA~~;~~cpgJ._~:~TC!i~ll(dat. 01 dulh bGtwun _ ._ _._ _ 1~:._ I~~~~~s~ih~;_~:~~r ~~f.~~II\~~~OS
'riiIS SECTION MUST BE COMPLEtED, AlL COflAEBPONDENCE& CDtlFlDENTIAL TAX INFORMAtiON SHOULD SE DIAEC'ff.D TO,
NAME COMPLETE MAILING ADDRESS
0iARMAINE D. BELL 4242 CARLISLE PIKE
PIRM NAME (II Applicable) CAMP HILL, PA 17001-0308
PNC BANK, N. A.
TELEPHONE NUMBER
71.7 730-2259
None
0.00
OFFICIAL USE ONLY
None
None
126,537.00
None
0.00
6, Totsl Gross Asslts (Iotal Lines 1-7)
9, Funeral E.penses & Admlnlstrstlve CostSIS,h.",. HI (Il)
10, Debts of Decedent, Mortg. Liabilities, & Uens IS'h, I} (10)
126,537.00
(8)
8,530.00_
4,20.2..:..QQ..
11, Totsl Deductions (total L1nesll & 10)
12, Net Value 01 Eatsle (Line 8 minus Lilla 11)
13, Charllable snd GbvernnnenJsl Bequests/Sac 9113 Trusts
lor which an elecllon to tax has not been mode (Schedule J)
(11)
(12)
12,739.00
113,798.00
5,000.00
(13)
(14)
108,798.00
x .0
(15)
0.00 .
.06
(16)
0.00
16,320.00
16,320.00
7 PA15001 NlF IIUIlHI
COl1l'rluhlFnfnls $UtlWiHlI Only, 1\197 NIII(;n, 111f-,
,
,
PA REV-15OC EX (1-97)
Decodent'. Com leIs Add,.,,:
STREET ADDRESS
3474 ~ HIGHWAY
pago 2
CITY
NEmILLE
Till Peyment. and Credit.:
1. TO)( Due (Page 1 Line 10)
2. Credits/Payments
A. Spou9R1 Povelly Credit
B. Prior Payments
C, Discount
isTATe
PA
-w
17241
(1) 16,320.00
15,705.00
695.00
Total Credits (A + B + C) (2) __~6, 400.00
3, Internal/Penalty It applloable
D. Inter..'
E, PenaNy
TotallntereotlPenalty (0 + E)
4, "line ~ Is greater than line 1 + line 3, enter Ihe difference, This Is the OVERPAYMENT.
Chack beK on PIg. 1 Una 19to ..quest. relund
0, "line 1 + line 31s greater then line 2, enter Ihe dlllerence, This Is Ihe TAX Due.
A. Enter the Inter..t on Ihe 10)( dUe,
B. Enter the totol 01 Line B + M, This Is the BALANCE DUE,
Make Check Paysble to: REGISTER OF WILLS, AGENT
(3) 0.00
(4) 80.00
(5)
(M)
(5B)
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decadem meks a transfer and: Yes No
eo retaIn the use or Income of the property transferred: . . . , . . , , , . , , , , , . . , . , . , , ~ ~
b, reteln the right tu deslgnete who shall use the propelly translerred or lis Income;, . , . , , , , , . , . . , , , . ,
0, fetaln a reversionary Interest; or, , , , , , . , , , , , , . , , . . , , , , , . . . . . , , , . . , , . . , , , , . , , , . . . , , . . . , , ,
d, retelve the promise for life of either paymenls, benefits or csre?, . , , , , , , , , , , . , . . , , , , , . , , ,. .."
2, If deeth occurred ,m or hefore December 12, 1962, did decedent wllhln two years
preceding death transfer propelly without receiving adequale consideration? II death occurrad
aHer December 12, 1902, did decedent trunsfer property within one year of death without
receiving edequate consideration? , ' , , , , .. , , , , ' , , .. .. , , , .. . , , , ,
3. Old decedent own an "In trust for" or payable upon doalh bank account or security
at his or her deeth? , , , .. . , . . , . ' , , , , , . , , , , , ' , , .. .. , , , , , , , , , , , .. ..
4. Old decedent own an Individual roUremenl account, annuity, or other non-probate proporty?, , . . , , . , . , , ,
o
~
@ ~
!F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P,S, 19116 (a) (1.1) (I) provided for the reduction of the tax rato Imposed on the not value of transfers to or lor Ihe use ollho surviving spouso from e% to
3% for dates of dealh on or aH", July 1, 11194 and before J.nuaJy 1, 1996,
72 P.S.19118 (a) (1.1) (II) provided for the reducllon ollha ralo Imposed on thEJ net value oltransfms 10 or for tho lIse 01 the surviving spouso from 3% 10 n~/;:'
for dates of death on or aflor January 1,1995. The slatuto dOBS not o)(ompl a tranalof 10 a surviving apolJselrom tax, and thflalallHory reoulremonL IOi
disclosure of 88gets and flUng a tax relurn are stili applicable oven II the survivIng SpOl..lSO Is Ihe only bEJnoliciary,
FOR DATES OF DEATH ON OR AFTER JANUARY " 1196 -- Ple.se answOl thelollowlng que.llon by placing .n "x" In Ihe approprl.te spaes,
Old the dleedonlc,,"te I truel or almU" ""ngamant which II lolaly for the sUlVlvlng apouse'l banallt for his or har anthl IIIIUma?
Yea 0 Nei9c
If you answered yes to the above questlon, the lax on the 1rust or similar arrangement Is postpolled until the death of the second spouse, at wilier lime II Will
be fully I'Kable at the rate(s) applicable to 'he remelnder benellclaJy(les), enler Ihe value ollhelrust 011 Schedule J, Part II, In order to remove Itlrom the
calculallon of Ihe lax duo In this oslato. You may wish 10 file Schedulo 0 In ordor to make tho elocllan available under Secllon 9113. If Iho election la mado,
the trust or slmllar arrangement la t1'lI)lOd In the ostate ollhe 11rsl decedenl spall Be, Ihe portion ollhe trusl or similar arrangement which benelils lhe survIving
tJpOll98 Is laxed at Ihe zero hl)( rale, and the romaindor Is laxod sttllo rale(s) appllcable to tile remainder benollclary(los). If YOll choose to make tho election,
you musl attach Schedule 0 to 0 tlmely..lllod tox relllrn, elong wllh Schedllle(s) K and/or M In ordor 10 show the eppOlllonment 01 the trust or similar
arrangomenl between lhe survIving spouso and the remalndm benellclary(les).
7 PA1S002 NTF I0ft70
Cop"'light Forms Sollwatft Onl.,., '997 Nlllr,C1.lnc,
REV-1!1OO EX + (1'07) 6
SCHEDULE E
COMMONWEALTH OF PENNSYLV~NI~ CASti, BANK DEPOSITS, " MISC.
INHeRITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECtDENT
_. - - ,~ -.- ~- .. -
ISTAlI Of' FILe NUMBER
ADElXNE BP~__
Infllurl~l!!!..d,~~~!' J1lu<;'.!.~!!!r'l.n'.v'd h., ~!.,.l..l.. All p,~tly-own.d with right of aurvlvorahl
ITEM
NO, DESCRIPTION
1 AMmlCAN 'mAVII:LmB LIFE INSURANCE roLICY NlfolBER 69236257 MIDICAL
!ll!NEFlTfl l~kN.lG
2 C/ISH RJOC:EIVID FlU>! p~ b"l'ATE
) CASH REPEIVID FIQl 'mlA OFNrAL PlAN
4 CMlt REPEIVfD FR:.tl JqRKE-VAN ORaDEL, INC.
5, mum ()l ~ INSURANCE roLICY
6 ~ BANK, N. A. - am::KlNG ACCXllJlo1l' # 51-4016-9847 DATE OF DFA'rn
BAlANCE
Itmro!SI' 'I\) 3/22/97
7 GUIDEPOSl'B REFUND
8 UNITI!D erATI!E DEPARIMENI' OF DEFENSE Rm'IREMENI' BENEFIT
9 AMERICAN 'IlWJELER9 LIFE INSURANCE cn.IPANY roLIC'i # 69236257
PNC BANK, N. A. 'IRUSTEE UNDER 'mE DEED OF TRUer OF ADELINE
SP1!NCE DATED 7/11/90 ... ASSETS HElD AS OF 3/22/97 (DATE OF
DFA'Ili)
10 USA SAVINGS BONOS SERIE'l HH DATED 4/1/1994 DUE 4/1/2014
11 me MANAGPD FIXID INCXlolE FUND
INCOME 'I\) 3/22/97
12 PNC I~IATE ~ BOND FlJND
INCOME 'I\) 3/22/97
13 MISCELUINl'XXlS - 3 GREEl'l sroNES
14 OOIN OOLLEX:'l'ION 11 EISI'!2'lIiOOER OOLI..ARS + 5 PROOF SETS
Hi INCOME CASH
IN~ TO 3/22/97
__~l fran continuation pagels)
TOTAL (Also enter on line 5, Recapitulation
(II more space is needed, Insert additional sheats 01 the same S120)
7 CP~" NTf' "".
[nll~rlohl f Illnlll 9oI1w," Only, 1997 N.lco, Inc.
.
21-1997-0370
mUll bl dllololid on Soh. F,
VALUE AT
DATE OF DEATH
225.00
18.00
386.00
299.00
655.00
1,248.00
1.00
10.00
1,425.00
239.00
1,000.00
19,143.00
14.00
7,871.00
6.00
12.00
31. 00
45.00
1.00
93,908.00
$ 126,537.00
SCHEDULE I 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIE~& LIENS
- ~ILE NUMBER
REV-1512 EX + (1-1l7)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST"''!! OF
ADELINE SPENCE
Include unrolmbursed madtcal elCpen908,
ITEM
NO.
21-1997-0370
DESCRIPTION AMOUNT
I 1 INTERNAL REVJ!}lUE SERVICE rom 1040 FOR 1996
, ,I 2 KRFAMm MEDICAL
3 C'ARLISLE HOSPI'l'AI, - SERVICES 1/16/97
4 C'ARLISLE HOSPITAl, - SERVICES 1/5/97
5 C'ARLISE IM1IGING ASSCCIATES
6 SOI+lIE MIKr.ASEVIOI - MEDICAL CARE
7 WIlDEMlIN & OBOOa<, CPA - Aa:oum'ING FEE FOR PREPARATION OF 1996
! INDIVIOOAL TAX REl'URNS
8 C'ARLISLE HOSPITP.L
7 CPA12 NTF "012
coPvrlght Forma SoHWf;r. Only, 1AVl NeloQ, Inc.
TOTAL Also enter on line 10, Reoa lIulallon $
(If mora SplOO Is needed, Insert oddltlonel sheels of Ihe some size)
3,543.00
22.00
152.00
67.00
63.00
100.00
250.00
12.00
4 209.00
REV-1513 EX + (1-D7) J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENl' ..!?!2!P,ENT
ESTATt. OF
SCHEDULE J
BENEFICIARIES
J
PIU! NUMBER
ADELINE SPENCE
No, ~.ME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE; DISTRIBUTIONS (Include outright .pousII distributions)
21-1997-0:!.70
RELATIONSHIP TO DECEDENT AMOUNT OR
Do Not Uot Trull",_) SHARE OF ESTATE
1 SUSAN SHANtilAW COOSIN
2 LOIS HIlL OOUSIN
" j 3 ARLENE ~ CXlIJSIN
4 MIQIAEL SHANOOAW COUSIN
, I 5 r..nm.a. RULE FRIEND
II
~, I 6 ANNA PIPER FRIEND
I 7 CoI\OOL SHANDRAW BARRm.'T OOUSIN
,I
I
"
11
:1
I
:1
I
I
I
J
S
21,259.00
21,559.00
10,554.00
21,109.00
10,553.00
22,564.00
1,200.00
. I T
II. NON-T~BLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNbER SECTION 9113 POR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 SILVER SPRING PRESB'iTERIAN 0iURQI
SILVER SPRING I1QN)
MEX::Hl\NICSIItJRj, PA
5,000.00
TOTAL OF. PART 11-- ENTER TOTAL NON-T~BLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEFT S
7 CPA13 NT'lO'" (If more Spice Is needed, Insen addltlonllsheets otlhe ssme sl..)
COPy'ighl Form. SOIlWl,. Onlv, 1&D7 Ntloo, Inc.
5 000.00
CODICIL
QE
ADELINE SPENCE
I, ADELINE SPENCE, of Newville, Cumberland County,
Pennlylvanla, being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this to be a codicil to my Last Will and Testament.
of November 29, 1996.
FIRST: I hereby amend Paragraph SECOND of my will to add
subseotlon "D.", to read as follows: "To Anna Piper, all of my household goods and
furniture not spec~lcally bequeathed In subsections A. B. and C. above."
SECOND: All other provisions of my will of November, 29,1996
shall remain In full force and effect.
In witness whereof, I hereby set my hand and seal and declare this to be
.--.--
~lliJUIl(2~ ,'197
a oodloll to my will of November 29, 1996, on this the Ol{. of Olileem13er, 1~,
ADELINE SPENCE
Be It known, that at the request of the testatrix, we have witnessed the
signing of this codicil, In her presence, and In the presence of each other.
r~ ,,B,.,", .L~ Residing at' 91 ;? be.! JJ;'JL~/fi- I 'J"
. ~ .J,I).~ Re'idlng at 3/ fil".J )I '/n,J.."Ju.. 1"11 /q,
TEL No, 730,-2254
Jun 19,')8 11'45 t~o.013 P.02
~rOJ~~
THIS AGREEMENT OF
PUNDBD ~BVOCADLE T~UST AQR!EHBN~
TRUST, oxecuted in duplicate this
I/,Y.; day of
/I/Ie L 1.(./ r::: _
J'UI.I/
. I ---
Iqn~,J, between
.r;.Pe, /..Ie C!..
(hereinaftll~ oallea Sottlor), and CCNB BANK, N.A" of New
Cumberland, Cumberland County, PennsYlvania, (hereinafter oalled
Trult te.) I
HUNBsq,.m
FIRS~I
Settlor grants, aesigns and sate ovor to
Trustee and its successors, all the property described in
SChedule "A", annexed hereto Ilnd 13l1id property, together with 11I11
other property, real or personal, that may be added to the Trust
(puch property and lIdditionlll being hereinaftQr called principal),
Bhall be held by 'fru.tlle, IN 'fRUST, upon the followinq torms.
~ Trustee ehBll manage all property comprising
the prinoipal of this Trust and Shall oollect the income
therefrom l\nd accretions thereto and shall pay' the net income and
hold and distribute the principal of said Trust as follows:
(A) Truste& shall pay the net income therefrom to
Settlor for, and during his or her lifetime, Qubject to the
provision. of Item I'IFTH, in such periOdic installments as
Trustoe shall find convenient but at least as often as quarter-
annually.
08-31-1998
SPENCE
03-22-1997
21 97-0370
CUMBERLAND
101
f.:- ...AnciU;;n....l U.d---J
~=== .=
--.----.--.-.---.--
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 ~
REV: is;;, -iie AFP-iii9-::9'iT"iioTicE--o,;-i:-NHEiii lANCE- TAX - iippiiiiisEiiE'iir;-,u. LowANc E "oii'- -- -.. -- -- -- -- - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ADELINE FILE NO. 21 97-0370 ACN 101
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ahb. returns assessed to date.
ASSESSMENT OF TAX:
IS. Aaount of Una l/t .t Spouse} ratill (16)
16. A~t of line 14 t.~.bl. at Lin..l/CI... A rat. (16)
17. AMOunt of line 14 t.~.bl~ .t Collateral/Class Brat. (17)
18. Principal T8)( DUI
I.t). //'"' S'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAKES
INHfRlTAHCr lAM DlVI~I~
bfPT. lftObDI
HARNISI~O, PA 17121"ObOl
NonCE OF INHERITANCE TAK
APPRAISENENT, ALL~WAHCE OR DISAl.LDWANCE
OF OEOUCTIONS AND ASSLSSNLNT OF TAK
CHARMAINE D BELL
4242 CARLISLE PIKE
CAMP HILL PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
17001
ESTATE OF SPENCE
rAK RETURN WAS I (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
- .
APPRAISED VAL.UE 0" RETURN BASED ON: ORIGINAL RETURN
1. h.. 1 Est.t. tSchodula A)
2. Stooke and Bonds (SChedule B)
3. Closely Held stDck/r.rt~rship Interest (Schedule C)
4. Hortg.Ue~/Notas Recaivable (Scha~'l. D)
6. Cash/Bank Deposits/Hi.c. Porsonal Property (Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers (Schadule G)
8. Total AUl"lts
) CHANGED
11 )_
UD
(3)
(4)
(&)
(6)
(7)
.00
,00
.00
.00
126,537.00
.OQ
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen.as/A~. Costs/Hisc. Expanses (Schedule HJ
10. Debtw/Hortg_g8 Liabilities/Liens (Schedule Il
11. Total Deductions
12. N.t Value of Tax R.turn
13. CharH.bla/Gnv8,'nlltant.1 BequestsJ Non~elact.d 9113 "rult~ (Schedule J)
14. Net V.lue of Estate Subject to Tax
(9)
110)
8.530.00
4.209.00
Ill)
(12)
(13)
(14)
NOTE:
.OOK'OO=_
.00 K .06=
108,798.00 K .15=
1181
TAX CREDITS:
PAYHENT
DATE
06"20-1997
01-09-1998
08-24-1998
RECEIPT
NUMBER
--.AA211449
AA242634
REFUND
OISCDUHT (+1
INTEREST/PEN PAID (-I
695.00
10.76-
.00
AMOUNT PAID
13,205.00
2.500.00
69,24-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER OATE INOICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,.~..
*
IH.IHIIM'" lit..,>
ADEll NE
DATE 08-~1'1998
NOTE I To insura proper
orad! t to your aocount J
sub.i t the upper port ion
nf this fa,'", with YCHJr
tax paYHnt.
126,537.00
1?H9 nn
113,790.0ll
5,000.00
108,798.00
wUI
.00
.00
16,320.00
16,320.00
16,320.00
._-~-
.00
.00
.00
IF TOTAL DUE IS LESS THAN .1, MO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eR), YOU HAY BE ~UE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.)
Recfl
rio'" '
.JI
\
'9tl/\lIG;W p /' :OD
Cltirl.
r.Ulnl>
.111
I"A
RESEftYATlOth El!ltate. (If ~h ctviill on or before Dto"'r 12, 1982 ~~ if any future Int.r..t In the ..tat. h trenU'"rtd
In po.....lon or enJoYMnt to ell.. I (ooUlteraO ben8fiol,rJ.. of the Chio.o."t .ft.,. ttM expiration of ....~ ..tit. for
life or fQr v.ar.,the C~a1th herebv 'kpr.~.lY r...rv.. the fight to ."ral.1 end ...... tran.flr InharJtln01 '.MI.
at thl lewfuJ el... I (0011.tlra1) rate on any .uch future Int.r..t,
PURPOSE Of
NOT1CEI To fulfill tho r.qulr..-nt. of SlOtlon 2140 of the lnhlritlftol and E.t.t. TIX Act, Aot 21 0,1 1995. t72 P.S,
SIotlon 91~0),
PAVftENTI Detach the tnp portion of this NQUce .nd .ubtdt "at, your PI>>.."t to tM R.ghter of IUlll prlntld on the rly.r.e .ide;.
uthtke check or .oney orchlr plyabl. tOI REGISTER OF MILLS, AGENT
REFUND (CR)1 A refund of I tlM ~r~lt, whloh Na. not reqo.stad on tha Tax Return, .ay be r.qua.t.d by ooapl.tlng an "Applloatlon
for R.fund of Pennsylvania Inherltanoe and E.tate TaM" (REY-131!). Application. ar. available et tn. Offlc.
of the Regllter of Wills, any of the 2! ReVlnue DI~trlct Dfflc.., or by ollllng the lpeolal 24~hour
ansMlrlng ..rvlo. hUlbar. for for.. or~rlngl In Plnn,Ylvanta 1-800.362.20S0, out.lde Penn.ylvlnlR and
within 100al Hlrrl.burg brl' (711)t~7.a094, TOOl (717) 772~2252 (He.rinaJ.,.lr.d Only),
OBJECTIONS I An~ p.rty In Intar..t not .atl.fled with the appr.I....nt, Illowanee or dl..llowonae of deduction., or ........nt
of tax (lnoludlng dhoount 01' Inter..t) al .hown on thh Notloe au.t objeot wlthltf alxtv (60) day. of r~oelpt of
thh NoUe. bYI
~.wrltten prot..t to the PA Dep.rt..nt of RayanUG, Board of App'~l., Dtpt. 281021, Harrl.burg, PA 17128~1021, DR
--elaotlon to have the ..tter deter.lned at audit of the aCoo~lt of the par.onal repr.,.nt.tlve, OR
~-'Ppe.l to the Orphan.' Court,
AllttlN
ISTRATlIIE
CORRECTIONS I
Faotual Irror. dlsooy.rad on thiB ~.,es'.ent .hould bo .ddr....d In writing tOl PA Dapart.ent of Revenu.,
8uraau of IfldjvIdual T'M'.. AfTNl Po.t AUllue.nt RCIYI.w Unit. Dllpt. 280601, It.rrhbUrg. PA 1712&-0601
Phone (717) 787-6505. SI. pago 5 of the booklet "Instructions for Inherltanoe Tax Return for a Re.ldent
Decadent" (RfY~UiOl) for an 'MfJlanltUon of adllllnhtraUve1y oorrootabll error.,
DISCOUNT,
If .ny tax dUI h paJd within three (~I c.lIIntl.r .onth, .fhr the decadent'. death, . flye paroent tSlO dhcount of
the tax paid II allow~.
P(:NAl TV 1
The I~X t.M ..na.ty non~p.rtlolp"tlon ~In.lty I. ao.puted un the total of tha tax and lntarl.t .......d, and not
p.ld beforl Janu.ry 18, 1996. the flr.t day .ftar tha .nd of the taM nane.ty period. Thi. non.partiolpltlon
penaltv i. appI.labl, In the ..-e .annar and In the the sa'l tlae periOd a. YOU would appeal the taM and Int.ra.t
that has bun I..anad as Indioatad on thh notlol,
INTEREST I
Intarl.t I. oh.rgsd beginning wIth flr.t day of dellnquenoy. or nine (9) aonth. end on. (1) day frOl thedat. of
de.th, to the date of pa~nt. TOMes which bee.., delinquent blfor. J~rv I. 1982 beMr Int.rl.t .t the rat. of
slM (6%) p.roant fUll' annu. oa!oulated at III dilly rate of .00016". All hlx.. "hlqh bto.. <ktllnquant on and aftar
JfM1L'IIr~ 1. 198:l will banr Inhr..t at . r.te Mhjch "Ill Yarv fro. oallndar y.ar to oalendar y.ar tdth that ,'.t.
&nnounoad by the PA Dep.rt.ent of Reyenue. The appliCable Int.r..t rat.. for 1982 through 1998 .r.,
~"'.!r Mlt"tre.t Rllte Dally Interut F.ctor ~ 1I]J".rut Rate Dally Int.r..t Faotor
If181- 20% .000548 19&1 9X .000247
IlJdS 16~ .000438 19aa~1991 11X .000101
1984 Ul. .000301 1992 9% .000247
1985 13% .000556 1993-1994 7% ,000192
I". JOr. .000274 199!i-1998 9% .000247
"Intllr,..t 1. n~lculetld .. folloWl1
INTEREST c BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
~~Any Notice I..Ued .ftllt thl t'M beOOMS dellnquart ,,111 rafl,ot an tnterllt c.lculeUon to flfthfl (IS) day.
beyond the dati of the ......Mnt. If pIy"nt il I.de aftlr thll Inti rust OQtlPut,Uon date .hoNn on the
Nottoe, eddlUonal Intor..t leU,t be oalcul.ted.
) <" . I IC. j
.;>' /,j' (
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
c
*'
BUREAU OF INDIVIDUAL TAKES
INIUUlANCI: TAM lUVlSl()t.I
0["1, 28uM!
IlAJUU~tH~W; fl" 111lA'.0601
IH.I",U"'IIH11
CHARMAINE .D BELL
4242 CARLISLE PIKE
CAMP HILL PA 17001
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-08-1998
SPENCE
03-22-1997
21 9'1-0370
CUMBERLAND
101
E-A.."nt R..iTtod-- j
.-=-~--~---~::_~~~~_._- .-
MAKE CHECK PAYABLE AND REMIT PAYMENT
ADEL I NE
TO:
REGISTER OF WILLS
CUMDERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE I TI,) In.ura oropar cr.dit to your account I subllit th. upp.r par'Uon of thh forti with YOUI' t.x p.YMnt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
R'EV~' ii'."ii,-iiCAFP--i (iF 9;' j"--- ---iiiii; - i NHER iYAiic 'E- -fAx- "S;'ii'fEME"tiT -'(iF -ACCOUNT" -iiiii- -- -- ..--- _m -- - -- - --
ESTATE OF SPEIICE ADELINE FILE NO. 21 n-u~IO ACN 101 DATE 09-08-1998
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATEIJ ACN IN THE NIIHED ESTATE. SHOWN BELOW
IS A SUHHARV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL fAVHENTS, THE CURRENT BALANCE, ANn, IF APPLICABLE,
A PROJECTED INTE~EST FIGURE.
nATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 08-24-1998
PRINCIPAL TAX DUE I..
16,320.00
PAYMENTS (TAX CREDITS),
,~
PAYMENT RECEIPT DISCOUNT (+) AMOUNT P~"'; J J.1
DATE NUMBER INTEREST IPEN PAID (- ) C::-J {o)
\}
06-20"1997 AA211449 695.00 13,205.00 c-)
r-l
01-09-1998 AA242634 10.76- 2,500.00 . ~ I
08-24-1998 REFUND .00 69.24- ~
l,l
. ..
;~ . .
,.
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION QF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
VDU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
16.320.00
.00
.00
.00
PA'llENTI
Dtt.ch the 'top portion of thJI Notla. and ,'~Jt With your pfty..nt ..de pay.bie to the n... end eddr...
p~l,nttd on the r.viril ,id,.
If RESIDENT DECI:DEN.l .ato;, oh.ck or IIOMY ortter PIllYlble tOI REGISTER OF WILLS, AGENT,
If MoN.rtEstDENT DECEDENT _ak, ohack or Itoney ordflr paYablo tnl COMHONWEAl TH OF peNNSVLVANIA.
REFUND (CA)1 4 refund of . tax or'dJt, ~lch was not raqU8.ted on the TaK Return, 8UY bo raquGstad by co~letJna an
-Application for Rofund of Penn'Ylvanla Inherltanoa and Est.t. TaKh (REV~1313). APplioation, .r. available at
t~ Offl08 of the Raglstar of Wills, any of the 21 Ravenue Dlstrlot Of 11 cas ot fro. the Dopart..nt'. 24whour
..~....rl"" s.rvice nl).Iba,'s for for.1I of'deringl In Pftnf1~ylvanJ8 1-800-362-2050, outsIde Pennsylvania
and within l(lO81 Harl'hburg 8rlUt (717) 787-8094, TDDII (717) 772~2'2S2 (Hearlnll IlIpalred only),
REPLY TOI
bISCOUHTI
PENALTY I
INTEREST I
ou.ctlons rellarding errors oontained on thIs notl~o fihould be addressed tOI PA Oepart_ent of Revenue, Bureau
of IndIvidual laxn/ .nTNl Post AnUBllent Roview UnJt, Dept. 280601, Herr laburg , PA 1711.8-0601, phone
(71n 787-6505.
If any tal( due is paId wJthln three (3) oalendar Months after thfl decedent's de~th, I'l Uve percent (5:0 dlucount
of U'II bx Pftld is allowed.
The ISh tax ~.9ty non-partiolpation penslty is oOMputed on the total of the tal< and lntere,t .....s.d, and hot
paid before January 18, 1996, the firat day 8ftor the end of tha tal< ~n8sty period.
Interest is charlled belllnn!n" wJth first day of delinquenoy, or nlne (9) Mal! he and one (1) day froe the date of
dellllth, to the dah of pay.ent. lSI<UI which becalhi delinquent bllfore January 1, 1982 bear Interest tilt the rate of
.11< (6:() pel'oent par annuM calcuhlted at 8 daily rute of .000164. All taxes whloh bQoaeCl delinquant on and aftir
January I, 1982 will bear Intere.t .t a rate which will vary fro. oa1endar year to calendar ye~r with that rate
8OllOUf'lCRd by the PA Vllpnrt.ent of Revenue. The appUoab1o interest ratllS for 1982 throUllh IlJ98 ar.:
V.ar
Interest Ratll Daily Interest Factor
VilaI'
Interos t Rate
DullY Inture.t factor
1982 ZOY. .000548 1987 9% .000247
1983 167- .000458 1988~1991 11% .000301
1964 11:( .000301 l'f92 9% .000247
1985 151. .1)00356 1993-1994 7% ,000192
1986 10:< .000274 1995~1998 9% .000247
....lnt.r..t Is ca10ulnted .. follows:
INTEREST u BALANCE OF TAK UNPAID K NU~BER or DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notioe i..ued after thu tftl( beco.es delinquent will refleot an intere.t oalculatlon to fifteen (15) da~'
beyond the date of the asseueent. If pa.y.ent is nede after the Intere.t ooaputltltm date ihown on th.,
NoUoe, addition,.l Intereat .Ult be .,aloulated.
,
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