HomeMy WebLinkAbout97-00372
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CERTIFICATION OF Ngl'.ICE UNDER RU I., Jii. 5.6 ( a)
Name of Deoedent. Charles L. Li ndaay
Date of Death. ' Apri 1 3 , 1997
Will No. -- Adm.!:n. No.
1997.0372
To t'he Regialel'l
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served onor'mailed to
the following beneficiaries of the above-captioned estate on
April 28, 1997 :
Name
Address
Ruth 1. Lindsay
80 Corporation St., Newville, PA 17241
95 Parsonage Street, Newville, PA 17241
JOan A. Marpoe
Richard L. Lindsay
3146 Ritner Highway" Newville, PA 17241
NDtice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
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Signature . 4/V'L.,
Name Richard L. Webber, Jr.
Address. 366 Green Sprinq Roa<j
P.O. Box 40
Newvil~'pA 17241-0040
TelephoneJ711 776-6566
Datel April 28; 1997
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Personal Representative
Counsel for personal
representati,ve
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'/ 2
COMMmlWfAl.1H r PEtmSYI.VM/IA.
DEPARTMHH Of f~EV('NlIl
olPl1rwm
I J G PA \7'1 1
DECEtlENTS NM1E (lAm, FIR'iT, -'NOMIOal r I'MlIlll Ule. told 1lIc:l<'_~ tl Ul(IlWMIl wc.odl
FIi.E HUMBER
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L I N () SAY
SOCIA!. SECURITY NUMIlER
CHARI, ES
DAHor r,EAiH
L.
-oMrOrolfllll
183-12-144104/03/19
{IF APPlICABlEISURV1V1NG SPOUSE'SWJ,IE (LAST, FIRST, AND MIOOlE INITw') SOCIAL !JEClIRtlY NUMflf.R
.... H :J. L:., ,/'4
9 7
12...l.
THIS RETURN MUST IIf fiLED IN IlIIPLK:m wml HII
REGISTER OF WilLS
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~ 1.0r\ginaIRelum D2,SupplementalRetum D3.RemalnderRelum(iUhloldltillhilfXlfklll-IHlj
o 4, Limited Estale 0 4a, Fulure InlereslCompromlse 1,.."......."',12'''1 0 5 Fede,,1 E.tale Tax Relllrn Required
o 6, De<c<Ienl Died Testale l_heop,"lv.} 0 7, De<c<Ienl Maintained a Living Tru.I(_' top," TWlI} 0... 6. Total Number 0' S.I. DelXlsil Boxes
o 9, Litig.Uon Proceed. Received 010, Spousal Poverty Credll".."...."...., 12,""1 ,,01,1'''1 011, Election 10 tax under Sec, 9113{AIi'""" ","0,
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
N.4ME COOPlETE M.AJLINO ADDRESS
FIRM (l~pliCaIJIa
366 Green Spring Road
P.O. Box 40
Newville, PA 17241-0040
TEL PttONENUMBER
1. Real S.tale (Schedule A) (1)
2, SlocI<s and Bond. {Schedule B) (2)
3, CIOS<lly Held Corporalion,Pertne~hip 01 Sole.Proprtelo~hlp (3)
4. Mortgages ~ Noles Receiveble (Schedu~ D) (4)
5, Cesh, Benk Depo.1Is & MI.cellaneou. Pe~onel PIO~rty (6)
Z (Schedu~E)
0 6 Joinlly Owned Property (Schedu~ F) (6)
~ 7. Inler-Vlvos Tran.'e" & Miscellaneous Non,Probale Pro~rty (7)
::J (Schedule G or L)
l:: 6. To"l Gro.. A..el1 (Iotal Line. 1,7)
~
0 9, Funeral Ex~nsa. & Admini.lrallve Co.,~ (Schedu~ H) (9)
&! 10. D.b~ 0' Decedent. Mortgege Llebilllles, & Lien. (Schedu~ I) (10)
11. 1'olal Oaductlon, (Iotal Lines 9 & 10)
481293.54
(6)
48 ' 2 9 3 '5 4
6 ' 8 6
, 2 0
(II)
8' 8 5
9. 2 8
7 '1
J; Q
l
12. N.t Vllue of E'lat. (Line 6 minus Line 11)
13. Ch.rt~ble and Governmental BequeslslSec 9113 Tru.~ 'or which en el.~lon 10 tax has not bean
made (Schedule J)
(12)
(13)
4 1 '1
3 4 4
-
14, Hat VII", Sub)ectto Tax (Line 121111nu. Line 13)
15, Amollnl 01 line 14 taxable
alttle spousal tax rate t ,
S..ln.lru~lon. on reve~e .~e lor epplicab~ ~rcentago
16 Amounl 01 line 14 taxable
a16% rate
17. A/TI<Junl 01 line 14 taxable
At 15% mle
(14)
4 1
'1
3 4
4
x ,0
(16)
x .06
x ,15
(16)
(17)
(16)
o 3
'3
5' 5 6 7
I r
2 1
3 4
o 3
16, Tu OUt
'3
3 4
19
> > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
UnderponNlicscfp6fjury, I decl,lrolh<ltI ha\'{le~amlfled!tlISrOllJm,mdudlf)gaccOOlpan~lngSChedJIoSllnd'la:emllnts,andl~beSI k~~ beliel, 'mlo rl'Ctaodcoolplele DP.CIArstion of pr6PB1'el other
~re5enlalivOISbasodol1aHlnrofj!!ill!.2!!Q'whlChD16Daror_l!.~...!!lli'_ln2I!iled(lo _" >( c::::"'" 4 _
~UmOF~SqN)lESPONSI8LEFORFILlNGRETLlRN ADDRESS C '. L. ndsay, 0- mllJJTE
,..., 'fCi- K~,""', 54 Parsonage St New J 1/
Pa_t~y L. oseJ::-,-~o~.~qmin_LL~.3_Q1I'1:lD.qfi"I~~LRd...--I_Shjl'r ,_. ., . /tJ).., 7
SIc;.~ATUR: 9Y-'ZPARER OTHE~ lflAfI.JI!'PRESENTA TiVE ADDRESS DATE
"'\/" . h4.{/( occ,' ~' rod "'''"",i11e.ElL. l~"Al I.I);>I,,-?
R,!:-ehtt-re-lro-webhe-Fr..J-F.-,-,.""...-..==->>.p=n<1-a _.,....-'-"=_... .. . .,... ...L~_
~!~.!,.~ent"_~.~rnpI8t8 Addreu:n ..... _
~,::"~~~~h "':'-=~-~~ --~^--~ ~~241 ---~1
Tn Payment' and Credit,:
I. Tax Due (Page 1 Line 161
2 CredllslPaymenls
A. ~pousal PovMy Credll
e. Prior Paymenls
C. Dlscounl
III
114 03
3. In1eresVPenelly If applicable
D.lnlarasl
E. Panally
TDlal Credll! (A. 8. C l (2) _
4,
TDlallnleresVPenalty ( D . E ) (3)
If IIna 21s grealer Ihan line 1 . line 3, enler Iha difference. This lithe OVERPAYMENT.
Ch.ck bDK on P.g.l L1n. 19 to requ..t. r.fund (4)
If line 1 . line 31s grealer Ihan line 2, enler Ihe differonce. This Is Ihe TAX DUE, (5)
A. Enter Ihe inleresl ol',lhe tax due. (5A)
8. Enter Ihe \olal of Line 5 . SA. This Islhe BALANCE DUE, (58) 334 . 03
Make Check Pa~bfe to: REGISTER OF WILLS, AGENT
-
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a transfer and: Yes
a. retain the use or Income ollhe property tranaferred; ..,........,....,......................................,..,.. 0
b. retain the right to designate who sllall use the property Iransferred.,r Its Income; ,............,.. 0
c, retain a reveralDnary Interest; or.............,........,............,........,....,.........................................., 0
d. receive the prDmlae for life of either pay mente, benefita or care? ..........'......,..................,.... 0
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death wllhout
receiving adequate consideration? ...,..,................................................... '..........,......................' 0 Sl
3. Old decedent own an "in trust for" or payable upon death bank accounl or security
at his or her death? ........ .........................,................., ...... ...........,....,..... ....................... 0
4, Old decedent own an Individual retirement account, annuity, or other non-probate property?.... 0
314.03
5
No
~
B
IF 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. ~9116 (a) (1.1) (I) provided for the reduction of the tax rate Imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1,1995.
72 P ,S. ~1i116 (a) (1,1) (II) provided for the reduction of the rate Imposed on the net value of tranefers to or for the uee of the eurvlvlng
spouBe from 3% to 0% for dates of death on or after Jenuary 1, 1995. The statute gges not m!!lQl a transfer to a surviving spouse
from taK, and the statutory requlremente for disclosure of assets and filing a tex return are stili applicable even If the surviving SpOll8e
Is the only beneficiary.
FOR DATES OF DEATH 011 OR AFTER JANUARV 1, 1995. Please enswer the following question by placing an "K" In the
appropriate space.
Did the decedent. create a trust or similar arrangement which Is solely for tho surviving spouse's bensflt for his or her entire
lifetime? Vee [] No 0
If you answered yes to the above quesllDn, the taK on the trust or similar arrangamant Is postponbd until the death of Ihe second
spouse, at which time It will be fully taxable at the rate(s) applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J, Part II, In order to ramove It from the calculation of the taK due In this estate. Vou may wish to file Schedule 0 in ordar to
make the election avel13ble under Section 911~. If the election Is mada, the trust or similar arrangament Is teKed In the estate of the
first decedent spouse, the portion of the trust or similar arrangement which banefils the surviving spouse Is taKed at the zero tax rate,
and the remainder is texed at the rate(s) eppllcable to the remainder beneficlary(les). If you choose to make the election, you must
attach Schedule 0 to a tlmely.filed taK return, along with Schedule(s) K and/or M In order to show the apportlonmant of the trust or
similar arrangement between the surviving spouse and the remainder beneficlary(les),
\
\
IIVIJot'lCt/1111
_1l"II.,j! 1_ SCHEDULE E
'* CASH, BANK DEPOSITS AND
COMMONWUllIl Of "WJSVlV^NIA MISCELLANEOUS
.... ~)~~I'Gf~Wli~INV~N._., ._'_ .PERSONAL p'R()PERTY____ __.,_. PI.a.. Print or Type
ESTmor ._--,= ,-=--.--.-- -.- -- -.-...'---,:rlENUMm
Charles L. Lindsay 2197-0372
iAii P-;-.."..;j;'~i~tiy:~~~;j';'ilh Ii,-;' ."hl of lu;;j;,;"hlp-';'u.i.j;;-d,-;-;,,,;...Ion I.i.-".I;j;,j-'----' .....,-.,------- .-..-
____... ....... .u~__.____.. .~__.....__~.._.~____ __...._._~._...._.. ...__,... ___.__.__.._.~...__.
ITIM
NUMBIR
DESCRIPTION
VALUE AT
DATE OF nEATH
'--.---.--- -----..--.--
-.---..-----..-.-..--.- . .... .. ._--~-----~.._----- -~----_.._--._.~-
1. F&M Trust Checking Acct. H 33-26314
Accrued interest to date of death
$ 7,519.02
0.65
2,044.63
19.19
',007.42
9.45
3,112.73
29.22
4,019.74
36.75
3,035.38
28.49
2,057.52
3.67
25,133.74
235.94
2. PNC Bank, N.A. certificate of deposit #31200073896
Accrued interest to date of death
3. PNC Bank, N.A. certificate of deposit #31100074045
Accrued interest to date of d~ath
4. PNC Bank, N.A. certificate of deposit #31700073107
Accrued interest to date of death
5. PNC Bank, N.A. certificate of deposit #31400073868
ACcrued interest to date of death
6. PNC Bank, N.A. certificate of deposit #31300073677
Accrued interest to date of death
7. PNC Bank, N.A. certificate of deposit #31600073445
Accrued interest to date of death
8. PNC Bank, N.A. certificate of deposit #31700073104
Accrued interest to date of death
TOTA.lIAIIO Inler on IInl 5, Rlc~lulallon
.293.54
IAllach additional 8Y2" J( 11" ,h..t, If mort 'puc. II "..ded.,
''''''''''''''1*
COMMQNWIAl TH Of PENNSYlVAN'A
IllHIRI1 ANCE TAX RETURN
Dtbta 01 decedent mUlt be rtported on Sc:hedulll,
ITEM
NUMBER DESCRIPTION
A. ~UNERAL EXPENSES:
Foster Monument
ESTATE OF
i
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1,
2,
3,
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMSER
C~ARLES L. LINDSAY
2197-0372
AMOUNT
$ 1,669.20
ADMINISTRATIVE COSTS:
PellOl1eIR.p_nIlUve'aCommIM~ns (a) Patsy L. Koser 186-36-3353
Name~fPll8OnaIRepresenlSllvels) (hI ,T",.,k F. ...L.inil<."y 296 38 8!i4J
Social secunty Number(all EIN Number of Personsl RepresenlSlwa(s) ._,
Street Address _
1,207.34
1,207.34
-SlSle -_ Zlp'-
City
Yea<<sl Comm~1on Pe~: 1" "S
Attomey Fees
Family I:x.mptlo~(~~rfad~ ~ ii~BMI de~", 'lillcW~~!atlonl
2,414.68
Claimant
StretltAddress
City
RelaUon'hlp 01 Claimant 10 Decadent
SlSte
Zip
4, Probate Fees
Cumberland Co. Regist.er of Wills
Accountantsl'ees
5,
104.00
6, Tex Return Preparers Fees
7.
8.
9.
10.
11.
Cumberland Law Journal - legal ad
Valley Times-Star - legal ad
F&M Trust Company - verification fee
Cumbo Co. Register of Wills - filing fee for inventory
and inheritance tax return
Cumbo Co. Register of Wills - reserve for filing of
First & Final Accounting
60.00
51.29
5.00
25.00
125.00
TOTAL (Also enler on line 9, Recapitulallon) S 6, 8 6 ~ . 85
(II mora space Is needed, Insert eddlllonal sheels of the same size)
/!FIl..S .. It!
BUREAU'OF INDIVIDUAL TAKES
.1HHfRITAHCr Uk IIIVlSIOH
IJEPT. ~'a0601
IfARRISIURO, Pol 171Z&-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERIT~NCE TAK
APPRAISE"ENT, ALLnWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT or TAK
07 ZO.1998
L1NDSAV
04-13-1997
ZI 97-0372
CUMBERLAND
101
[~~.=:CR..l~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 ~
iiE'v:isij,-iX-AFpuiO"9:9'iY-iioTicE-o';-YNHEiiifAHcE--'fAx-jippRiiisEHENT";-ALi."ciwANcE-OR-u------------ --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES L FILE NO. ZI 97-0372 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUN'rV
ACN
RICHARD L WEBBER JR ESQ
366 GREEN. SPRING RD
PO BOX 40
NEWVILLE
PA 17241
ESTATE OF
LINDSAY
TAX RETURN WAS, I 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE I~TEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Schedule A)
2. Stocke and Bonds (Sohedule OJ
S. Clo..ly Held stook/P.rtnership Inter..t (Sohedule CJ
4. Kortgeges/Note, Receivabl. (Sch.dyl. D)
S. C..h/8ank D8Pos1ts/Hi.~. Personal Property (Sohedule E)
6. Jointly Owned Property (Sohedule F)
7. franaf.,.. (Schedule G)
8. Totel AU6ts
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IJY.l\41 u." n'.")
CHARLES
L
( Xl CIIANGED SEE ATTACHED NOTICE
DATE 07-Z0-1998
III
(2)
131
(4)
IS)
161
(7)
,00
,00
,00
.00
48,Z93.54
,00
.00,
(81
APPROVED DEDUCTIONS AND F.XEMPTIONS:
9. Funeral ExpenM../Ad.. Costs/Hilc. Expen... (Sohedule H)
10. Debts/Horta.g. ll*biliti.,/Ligns (Sohedule Xl
11. Tot.l Deductions
12. Net V.lue of Tax R.turn
13. Charltable/Govern..ntal Beque.ts; Non.~I.cted 9113 Tru.t. (Sohedule J)
14. Net V.lue of ~~t.t. Subjeot to Tax
If sn assessment was issued previOUSlY, lines
reflect figures that include the total of lli
ASSESSMENT OF TAX:
15. Aaount of line 14 at Spousal rat. (IS)
16. Alfount of Un. 14 hucabl. .t Line.l/CI... A rot. U6'
17. AMOunt of Line 14 ta~abl. at Collat.ral/Cl... Brat. (11'
18. Principal Tax Due
NOTEI
TAX CREDITS:
PAY"ENT
DATE
04-H-1998
~ECEIPT
NU"BER
AAZ69957
DISCOUNT It I
INTEREST/PEN PAID I-I
.OD
. I~ PAID A~TER DATE INDICATED, SEE REVERSE
FOR CALCULATION or ADDITIONAL INTEREST.
6,868,85
Z90.~a..
(111
1121
1131
U41
191
(101_
NOTE I To insure prcper
credit to your .poount,
,ub.lt t~ upper ~ortion
of this forI! with your
tax pay..nt.
48,Z93,54
7 .1~9 13
41,134.41
.00
41,134,41
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
41,134,41 X .00.
.00 K .06.
.00K.15.
U81
A"OUNT PAID
334.03
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
,00
,00
,00
.._~
334.03
334.03CR
.00
334,03CR
( IF 'fDTAL DIJE IS LESS THAN U, NO PAY"ENT IS REllUIRED,
Ir TOTAL DUe IS RErLECHP AS A "CREDIT" (CRI, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE or THIS FOR" FOR INST~UCTIPHS.I
RESERVATION 1 E.t.t.. of dec<<tent. dying Oh or before o.oHtMr 121 1982 ~~ if any futUrll Inhr..t 1n the lII"t.te 11 b'lIn.farred
In pos....lon or -nJo~ent to Cle.. B (coll.tlllrall ben4flol.rl.. of the deollldant after tha expiration of eny .,t.t. for
lUll or for YIII'Wllt the C~.lth hIlreby e.'lCprlll.'lY r...rv.. tht! right to ItPpraln and ....u \rftnlfar Inht>r1tance T.li'.1
nt t~ lawful Cia" B (call.terell rate on any luah future lnt.re.t.
PlOlPOSE OF
NOnCE I To fu1f1l1 tn. requlreaMh of SlIIctlon 2140 of thg Inheritance and Eltete Tel< Act, Aat 21 of 1995. {n P.S.
s.cUon 914(1 J.
PAVHENT: Dete<:h the top portion of thh Notice Md lub.1t "tlth your pA'IUnt to th" RBllhbr of Wills prlnt.d on the tullltr.. dde.
-~"ak$ eheok or .oney ordur payablu to: REGISTER OF' NIl..LS,AGENT
REFUND (CRlf A refund of II talC r.r.dlt, Nhlr.h NO!; not rflqwutod on the Tax Re1t!rn, eBY he rQqUCIltod by eOllfllat1ng an "Application
for Refund of PennsYlvanlo Inherltonou Bnd Estete TflX" IREV-13BL ""plications orll Hvallable ot tM Offle.
of ttwl R.ght.r gf N1118, any of tho 2l Revenuo nhtriot Offices, or by oalllng t.he spec:l&l Z4-hour
an.w.rinsa lar...lu n....b.r. for farMS ordttdng: In PennsYlvonlm 1-8(lO~36Z-2050, outside Pennsylvania and
within looal Harrisburg Qrea (717) 1ft1~8094, TDD~ ("117) 772-US2 Olearlng Iapalred Only).
OBJECTIONS I Any party In interest not satisfied with the apPl'l'llu"aont, allowance or dhallowanoe of deductions, or alll......,t
of tax (inoludlng dlscount or interGs\) rlS shown on thls Notice .1Ist Objeot wUhln sb:ty (60) day. of receipt of
this Notice by I
~-written protest to the oA O""plllrtt,tmt of RQvunuu, Soard of AppeBh, Dept. Z81021, tlarrhburg, PA 111U~ID21, OR
--election to h"v~ tha al'h.., ~qterlllhlQd ftt Audit of the nccount of 1:h(l por.onfll r.presantatlva, OR
~-I.p~al to the Orphans' Court.
",,"IN
ISTRATlVE
CORRECTIONS I
Feotual arrors dhcovllr8d or. this 811SeSllllOnt should be addres"l'ld In writing tOl PA Deparblfmt of Rlllvlllnue,
BureIN of Individual TaxlI5, ATTN: PO$1: AlISon.ont Revlaw UnH, Dept. 280601, tlarrhburg, PA 17l28~0601
Phona (711) ',a7-6S0S, SlIe fl"DO !l of U~e booklot "Instruotlons for Inher'ltanae TfJX Return for II Resident
DecadGnt.. (REV"~SOI) for on explanation tlf ad.lnilitratively oorreotabla errer..
DISCOUNT I
If any 'eax dua II pftld within thrO/lR {~) (lftlondor .onths after the deoedent'll (leath, ft f.tve peroent (5%) discount of
the tex paid h allowad,
PENALTY,
T~ 15:< tox ..,nuty nOll"pl!irttcipotlon panalty Is ao.puted on th8 total of thl! tal< and Int8rest auenatl, end not
paid before Jnooal'Y 18, 1'196, thG fJrs1: dft!ll after tho end of the tax aanest8 porlod. This nonMparUolplltlon
penlllb is .ppe.lahla III the IUIt .lInner and In tho the saaG tiel.l porlod fill you wC'.1.l1d appeal th" tax and Interelt
th.t Mti been IIl111USed liS indioated an this notl<l" ,
INTEREST:
tnter..t t. charlJltd belJlrmlnlJ with fJrst day of dlJl1l1Quency. or nim:! (9\ s"nth. llnd one (1) doy frOtl thQ data of
de.th, ttl thlll do1:e of paysunt. TaXGS which booaBe deUnqullnt bllforlJ January 1, 1982 bear Interest a1: the rat8 of
dl< (67.) p.rc.nt por annUlI oalculatud nt 8 dally rate of ,000164, All tOl<QS which bLoonae del1nquant on and after
JanulSry I, 1982 will be.r' Internt ftt e rate which wiB va"Y frOB oalnndar yeor tl) calundar year with that rate
Ilnnuuoced by tll_ f1A Dept'lrtMant of Revenuo, The applicable interest rates for 1982 thro'Jgll 1998 tlrel
~ Intlllreet RfttQ !!!!.!.!a'..lUhrnst faoto,!; !!!! lnterust Rltte DailY Intel'est fftctor
1982 201: .0005411 19.t\7 9% ,00Cl2',7
1983 16'1, .000418 198&-1991 11% .0UOlDl
1964 Ill: ,000301 1992 9% ,00024.'
1985 131: .000156 199:\-1994 7% .000192
1986 10% .0001.14 1995-199/\ 9% .000247
--Interelt 11 oaloulated .. foli()w~ll
INT'IlREST c BALANCE OF TAX UNPAID X NIINBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~~An)' Notloe luu.d .fter th" hx beeo."s delinquent wIll rClfllllot an interest aaloulatlon to flftHn (IS) dey,
beyond the datil of 1tM "neulIulnt. If pay.snt h .adfl after tho Inhrut COBJlutBt1on date .hown en tM
Notl~., .dditlonftl Intere.t MUlt be oaloulated.
01
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Proposed Dlstrl~utlon
to Benefloides
fringJPAl
Receipts
Less Disbursements:
Debts of Deoedent
Funeral Expenses
Family Exemption
Administration
Expenses
Federal and
State Taxes
Fees and
Commission
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
Income
Rec,elpts
Les. Disbursements
Balance before Distributions
Distributions to Benefioiaries
Income Balance on Hand
Combined Balance on Hand
Summa,'" or Account
e.aac
Current
Value
Fiduciary
Acquisition
Vall.1~,
$ ,41,196 43
7
3
4 $ 290,28 .
4 $ 1,669,20
4 $ $72,29
5 $ 336,84
5 +4,829 ~6
$48,584,17
7,497,97
$41,08620
6
$,1l0,2~
OcOQ
$ 11 0,23
000
,
$. 11023
$ 41.1~6.43
2
l;utrel)\ V alv~
AdmlniRtratnr~R COlJ1miRslon
5% of $ 48,293,54
Patsy L, Koser - Administrator's Commission on Prinolpal
Receipts (one-half of total
commission)
To Be Paid
$ 1,207.34
Jack E, Lindsay - Administrator's Commission 011 Principal
Receipts (one-half of total
commission) .
To Be Paid
$ 1,2P7.H
PREVIOUS DISTRIBUTIONS
. . . . . . .. . ,
NONE
RECEIPTS OF INCOME
Fa~ets&Metchants Trusteo, Aocl. #33-26314
1I1terest
04/1i/97 $ 9,53 01/13/98 $ 6.07
05/13/97 9.95 02/13/98 6.89
06/13/97 9,90 03/13/98 5.48
07/11/97 6,78 04/13/98 5,89
08/13/97 7,21 05/13/98 5,70
10/10/97 6,06 06/12/98 6,13
11/13/97 6,28 07/13/98 5,84
12/12/97 6,27. 08/13/98 6.25
Total incomerec~lpts
6
El_~
A""
. Qqljlsltlqn
~