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f:on DArEn or DEATH MTOt 121'\1191 CHr.CK~H:Rt
IF A flPOllflAt [,
POV~'IITYC'ltOITHlCI.AtMr.O .......J
riLE NUMBtH
COMMP~~,\A~, ~,oo'r~flUl,\)MAN'^
o " "0001
HARFlI5S0 Q,t'A 17t2&-()801
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
m;vM 1600 EX t(1HIII
DECEDENT'S NAME (lAST, "'IAST, AND MIOtllE INITIAL)
Wray Marcy
g
, s~~~~ ;E;~;';Y5NtBEA
! 1]] " O,lgln;1 Ro(",n
~ ~ ~ 0 4, Umltod Eslalo
~ l ~ [R!a, Docodom Dlod Te"o(.
l (Moch copy 01 Will)
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R N
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04a,
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7.l-97,0375
COUNTY r:onr
Vf.AR
NUMI:lEF\
R.
Of:CEDENr's COMf'l.[H MHHlEflfl
100 Mt, Allon Drive
Mochanicsburg, PA 1. JOSS
Cumberland
03,
o 5,
Remalndor Roturn
(for dolOS of doa(h prior to 12-13-82)
Fedoral Estate T8)(
Roturn Required
Total Number or Safe Deposit Bo)(os
FUI~ro Intorost Compromlso
(for do(os of doalh alter 12-12-82)
D8cadont Maln(oln.d a IJving Tru.t
(An.ch a copy of Trll.()
1 8,
ALL CORRESPl NDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD REDIRECTED TO:
,
NAME
Mar~in R, McCaleb , Esquire
TElENIONE NUMaF.A
R
E
C
A
P
I
T
U
L
A
T
I
o
N
T
A
X
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5lGNATUflE or PEASON FlfSf'ON51[JLf rOil riLING RETURN
717.691-7770
1, Resl Est.ta (Schadulo AI
2, S(oak. and Bond. (Schodllla 8)
3. Closaly Hold Slook/POIlnarship Inl.r..1 (Schadllle C)
4, Mortgagas and No(o. Rocalvablo (Schodulo D)
5, Cosh, Bank Deposils & Miscellaneous Porsonal Property
(Schodlllo E)
6, Join(ly Ow nod Proporty (Schodlllo F)
7. Transfors (Schodllle G) (Schodulo L)
8. TOI,]l Gross Assets (Iotallines 1-7)
9. Funeral Exponsos, Admini~tfalivo COSIS, Miscellaneous
E>cpenses (Schedule H)
10, Deb(., Mortgag. Uabllj(I.., U.ns (Schodllle I)
11. Total Deduc(lon. ((ola( (lno. 9 & 10)
12, Ne( Valllo of Es(a(. (line 8 minus line 11)
13. Charitable and Governrnenlal Bequests (Schedule J)
14. Net Value Subjocllo Tax (line 12 minus Uno 1~)
15, Amount of line 14 taxable 816% rale
(Include valuos !rom Schedule K or Schedule M.)
HI, Aroounl of IInf) 14 taxable al15% rate
(Include values from Schedule K or Schedule M.)
17. Principal lax cluo (Add lax lrom lint;) 15 and Irom Une 16.)
18.Credils/Sp Povorly Prior Paymonls Oiflcounl
" 0 , 00 '._...J!.Jl.2.. ' 0 , 00
19. lllino 1 B is groator Ihan lino 17, onlm tllO dillorenco on Ii no 19. Tllis Is Ihs OVERPAYMENT.
[[J D L~heck here If you-are reqll!,stlng a refund of your ~verpavmC'lnt.1
20, II Uno 1713 groolor lhan lino 18, onter tho cJilforoncQ on line 20. Th)s is tho TAX OUE.
A. Enter lho intorost on tho ball\tlco duo on Ii no 20A
e, Enler lho tolot olllno 20 and 20A on Ilno 20B. Tllis Is tho BALANCE DUE.
Mako Chock Payable to: Roglstor of Wills, Agent
~ ~ RE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH ... ...
l)nOltf plln~ltle8 of plI'lury, I dllCI.lfft thlllll.,\le IHdlllltlll(J nus Ie hUll, mclurlHIQ olGCnrnpany'll\l selled'lijesan;j'Slol\llfnel\ls, aMI 10 the bul 01 my ~no"'f1edQ' and belliTTI1. lrue,
comic! and compl~te, t dflCIM~ that 1111 'ul estate hH bllen repolled olt \l\llIlll<IIklll \lahl'1. OecloIIa\10I1 01 prepMer othllf than the per.'1oflalrllpleSllntali....e IS based on allin/ormal"on ot
whlchprllparefhdlAnyknowlllOlJe,
"I.I~!~I:Y"!~:. ~.':~y......"..".""".,"........... _"". _..._
1404 Leister Drive
sl'i ':;~r" "si'r'i;'~',. 'M~'r'yi~;;ci -" z"o<ioi;...."...".... --
ADDRESS
Law Officas . flnrlin R, McCaleb
2}'cj' i\~'; to" ~{a ii,"'s t;:e'ot ~"p: 0',- "Ii;,x""2 3ci ,. - -".."..
M;;~h~;ii~~i;l;rg'," "1;;\' ".'i )Ci5.S.."..'.."""....... _.. -.
AtHHIESS
1/ ~ vr,W{V'-~
Sla~AT R' O'PI\E/'AR'" OtH.'R lllAN RCPR!:""'ATlVE
, /J;? // f);/ /.
'&t-<:"-f\. t.U' UUI/-'
Cop.,~;} 1991 rCltm SfJ"YlMll ollly Con Ie, PIOCIl Soltwa,e, Inc.
COMPU~H MAILING ADDRESS
Law Offices. Marlin R, McCalab
219 East Main Str..t. P,O. Box 230
MochanicsbuEl', PA 17055
None
None
None
None
98,518,33
(1)
(2)
(3)
(4)
(5)
(8)
(7)
6,239,54
.0.
(8)
104,757,87
(9)
8,029,00
(10)
3,399.92
(15)
93,328.9~
(11)
(12)
(13)
(14)
x ,06:11
11,428,92
93,328,95
None
93,328,95
5,599,74
(16)
0,00 X,15.
0,00
(17)
5,599,71;
Interest
0,00
(18)
(19)
0,00
0,00
(20)
(2M)
(206)
5,599,7.4
0,00
5,599,71;
DATE
v
Q/c;ICt7
DATE
y~.z -77
forrn1500.(FlllV~1)
.'
LAST WILL AND TESTAMENT
I. MARCY R. WRAY, also known as MARTHA R. WRAY, of the
Borough of Camp Hill, county of Cumberland and Commonwealth of
Pennsylvania, being of sound and disposing mind, memory and
standing, do make, publish and declare this as and for my I,ast
Will and Testament, hereby revoking and making void all former
wills and codicils by me at any time heretofore made.
just debts and funera~
named as soon as con-
FIRST. I order and direct that all my
expenses be paid by my Executor hereinafter
veniently may be done after my decease.
d' SECOND. I give, devise and bequeath all the rest, residue I
~ and remainder of my estate, real, personal and mixed, whatsoever I
J and wheresoever situate, in equal shares unto my children, name:y:1
~ SUSAN W. ECKRICH, ANN W. LEVINE and HENRY R. WRAY, share and I
share alike, absolutely and in fee simple.
If any of my said children shall predecease me leaving 1awf1.l
issue to survive me, then and in that event I order and direct
that the share which such deceased child would have received had
he or she survived me shall be distributed unto his or her said
lawful issue per stirpes, said issue to take the ancestor's share
by representation ,and not per capita.
LASTLY. I nominate, constitute and appoint my son, HENRY
R. WRAY, Executor of this, my Last. Will and Testall\ent, but if
for any reason he shall fail to qualify as such Executor or
cease so to serve, then I nominate, constitute and appoint CCNB
BANK, N.A., of New Cumberland, Pennsylvania, to serve in his
place and stead, each to serve without bond in this or any ether.
L.AW O""CE&
AfV~ t608 f'1( + (,'~18)
cO"~"~\y~~4\:w~~rA"'A
ESTATE Of
_Marcy R. Wray
SCHEDULE F
J01NTL V-OWNED PROPERTY
SSII 208-38-5753
03/13/1997
Joint t.n.n~.):
A,
NAMe
Susan Wray Danowitz
ADDRESS
2415 Llnooln Stroet
Camp Hill, PA 17011
B.
O.
JolnUv-owned propertv(
fiLl! N MBER
21.97.0375
!!.EY.TIONSHIP TO DECEDENT
Daughter
- LETTER
ITEM DATE TOTAL VALUE
FO~ MADE DESCRIPTION OF PROPERTY DECO'S DOLLAR VALUE Of
NUMBER JOIN OF ASSET % INT. ECEDENTINTEREST
TENANT JOINT
1 A 4/10/91 Checking Acct, #91677637, 12,479.08 50,00% 6,239,54-
Dauphin Deposit Bank and
Trust Co" opened 4/10/91 i
,names of decedent and Susan
Wray Danowi tz.
,
,
,
,
,
TOTAL (Also onlor on IIn. 6, Aocopllulollon) 6 239,54
(II more opac. Is nllildod, Insort Uddlllonol ah..,s 01 sarno slzo,)
Ccpyrlgh, IC)18i' 101m .ollw.r. only C.nt.r PI'c, Soflw..r., Ino.
Form 1600 Sch.dul. F (A.v, 12-Uj
REV ~ t51 t EX + (1~1UI)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.ISO Print or T e
FIll! NUMBER
21.97-0375
COM\1Rm'r~4~yt~~~f~'NI'
ESTATE OF
Marc
ITEM
.J:!.Y~R
A,
SS# 208-38-5753 03/13/1997
DESCRIPTION
AMOUNT
1
Fun.r.l !lIp.n,.l:
Myers-Harner Funeral Home,
funeral bill.
3,909.00
B, Admlnlllrltlv. COlta:
1. PerllOnal Rep(09Gntltlve Commlsslone 0,00
Soolsl Security Number 0' Person.1 RepresentallVe: 224,72-2296.
Ve.r Commlsslons paid _
2, A"orney Fees 3,750.00
3. Family exemption 0.00
Claimant Relationship
Address 01 Clslmant at decedent's death
Street Address
City State Zip Code
4. Probate Fee. 370.00
C, Mlle.nan.eul Exp.nl..:
TOTAL (Also snt.r on IIno 9, Rec.plul,"on)
(II more space Is noeded, Insen additional shoots ot same size.)
COPVrlght(c) 1911t form 'OftWlrt only Clntl' PIICI Soltwlr., Inc.
$
8 029,00
/5',17,1) ~/3
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
(.'
8UREAU or INOtVIDUAL TANES
!NIII.RIfAHU TAIl 1IlVIS10H
Of PI , "lObO I
UARRISIURO. IJ" 1~1("060'
NOTICE or INHERITANCE TAN
APPRAISE"ENT, ALLOWANCE OM DISALLOWANCE
or DEDUCTION. AND ASSESSMENT OF FAN
DATe:
UTATE OF
DA Te: OF DEATH
FILE NUMBER
COUNTY
AeN
MARL~N R MCCALEB ESQ
219 E MAIN ST
PO BOX 230
MECHANICSBURG PA 1705~
17.-15-97
VlRAV
03-13-97
21 97-0375
CUMBERLAND
101
,~';~l!\
I(~~&$
.It'I\o1 U ", Ill-III
MARCV
R
[~~ou,;r~~~~tod ~l
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAN~ CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
REV: i~i,7 - Ei{"iI F p"" i 0'9-:97-; -NoTi c r "O'F" i NH Eii if A Ne E - 'fAx - ii'P piliii S EHENT -; - ii l. rO'WAN-CE - OR -" - - -" -.. -"" - - - - -"
DISALLOWANCE OF DEDUr.TIONS AND ASSESSMENT OF TAX
ESTATE OF WRAV MARCV R FILE NO. 21 97-0375 ACN 101 DATE 12-15-97
TAN RETURN WAS I C X) ACCEPTED AS rILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, R..l Est.t. ISoh.dul. A)
2. stooks 8nd Bond. (Sch.dul. 81
3, Clo..ly Held stock/Partnership Int.r..t ISah.dul. C)
4. Mortgages/Hot.. RMc.lvabl. (Schedule DJ
S. C.ln/Bank D.~o.it./H18o, P.r~on.l Prop.rt~ (Sch.~ul. E)
6. Jointly Owned Propa,''ty (Schodule f)
7. Transfers ISchedule G)
8. 1'otal Aueh
( ) CMANGEO
(1)
(2)
(3)
(4)
(5)
(0)
(7)
,00
,00
,21.
,00
98.518,33
6,239,54
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expansfls,'Adlfl. COllts/Mhc. ExpClnsas (Schadule H)
10. Oabh/Hodgaga lhbHHies/l.ien. ISchedule II
11. Tot.l Deductions
12. HMt Value of Tax R.turn
13. Charitable/Govern.ental aOqUests; Hon-.lectad '115 Tru.t. (Schedule J)
14. Nat Value of E.t.ta Subject to Tax
NOTE: If an assRssment was issued previously, line.
reflect fj,gures that includa thll total of ill
ASSESSMENT OF lAX:
16. AMount of lina 14 .t Spousal ret. (1&)
).(,. AMount of l inl 14 taxablD .t Un..l/Ch.. A ,.at. C 16)
17. ^lIIount of Un. 14 t.xable at CollahrallCla.. B rata n 7)
18. Principal Twx Dug
TAX CRElllTSI
-'_.+=--'--'
PAY"ENT RECEIPT
DATE NU"BER
09 -12- 97 -"A242233
I
DISCOUNT I')
INTEREST/PEN PAID C-I
,00
8,029.00
3,39'l....ll.
Ill)
(12)
(13)
(14)
(9)
(101
NOTEt To insure propar
cradit to yOUr lecount,
submit the uppal' portion
of thl. forn Ntth your
tlx ply...nt.
104.757.87
11.42892
93,328,95
,00
93,328,95
14. 15 and/or 16. 17 and 18 will
returns ass.se.d to date.
,00 K .00=
93,32tl,95 N ,06=
,O!1.N.15=
(18)
^HOUNT PAID
5,599.74
,00
5.599,74
,00
5,599.74
'ftl:~~J!.:::t -"'''-r~l
'-."'-----'.. .._~_._--_.- -,-____._,~__=i
IF TOTAL DUE IS LESS HIAN $I, NO PAY"ENT IS REQUIRED,
Ir TDTAL DUE IS REFLECTrU AS A "CREon" ICRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SlUE or TMIS FOR" FOR INSTRUCTIONS,)
. IF PAID ArTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF AOOITIeNAL INTEREST,
I))
je;
"
REIERVATI0N: f.t.t" of d.otdlnt. dyi", .nor before D'Q..b~r 1t, 191r .~ jf an~ future tnt.r..t Inlh. ..tft't II tran"orr.d
In pol...,Jon or InjoY*-nt to 01... . {ooll.tlt.l} btn.floltri., of the dl~.dtnt .fter thl 'Mplr.tlon of Iny ..tat. for
llf. or for ~'.rl, thl Co..onw..'th hlr.by IMprll.ly rll.rVI. the rIght to apprll.. Ind i'I'~1 trln.fer tnh.rltlnol TIHI,
at thl lawful Ct.l. 1 (oollaterll) ration any .uoh futurt Intert.t.
PURPOSE Of
NOTtCEI
PAVI1ENT:
RfFUHD (CR) I
OllJECTtONS:
A0l11H
ISTRATIVE
COORECTIONSl
DISCOUNT:
PEHIILYV,
INTEREST:
To f\.l1l111 thl rtqulrt..ntl of Slotion 2140 of thl Inhlrlhrwl and E.hte TIM Aot, Act 21 of 1995. (72 P.S,
Rlotlon 9140),
Detlch thl top purtJon of thl. Hotlol and .ub"lt wJth your pay..nt to the R.aJ.t.r of Will. prlnttd on thl rlv.r.1 .Jd..
~.H.kl ch.ck or .onlY ordlr PI~.bll to: REGISTER OF HILLS, AGENT
A refund of a tlM cr.dJt, whloh w~. nDt rlqul.ted on tht TaK R.turn, "a~ be r.que.ttd b~ o.-plttlng en "ApplloatJon
for Rtfund of Plnn.ylvania Inhlr!tanol and Eltatl Tal(" (REIJ-UU), ~ppl1catlon. are avallabll It the OffiCI
0' th. R,~htlr 0' Willi, any 0' thl 23 R,v.nuI Ohtrlot OffJou, or by oalllng the ,plolal 24~ho"'r
an.wlrln; 'trvlol nu.blr. 'or 'or~1 ordlrlngl In Penn'Vlvanla 1-800'36Z~2050, out. Ide P.nnlylvanla end
within local Harrl.burg ar.. 17171 787,8094, TOOt (717) 77l.2?S2 (H.arlng J"paJrad Only).
Any part~ In int.rl.t not .,tll'l.d with th~ appral,.lent, allowanc. or dl.allowanot of dlductlon., or a.......nt
of taK (Including di.count or Int.rt.t) a. .hown on this Hotlo~ IU.t Object wlt~ln .Ixt~ (60) day. 0' rlcelpt 0'
thlt Notlcl by:
~~wr1ttln Pl'otut to thl PA O,plrt..nt 0' R.venu., BOlrd 0' Applals, OIPt. Z81021, Harrhbura, PA 11121-1021, OR
~~a110tlon to havI thl lattlr dot.r.inad at audit of the account 0' the p.r.onal r.pr"lntatlv., OR
~-app.al to the Orphan,' Court,
Factu.1 Irror' dl.oov.r.d on this ....'...nt .hould bl addr....d In writing to: PA Clparta.nt of Rlv,nul,
Il.lr..u of Indlvldulll TaKU, ATTH: po.t A.......nt RIVllw Unit, Cap\' 280601, Harrllburg, PA 11l21~0601
Phone (1)1) 187-6505, SI. pagl 5 0' the bookl.t "Inltructlon. for Inhlrltancl Tax R,turn for a R..ldent
O,old.ntn (REV~1501) 'or an IKplanatlon 0' od.lnl.tratlvely correctabl. Irror.,
l' llny taK dUI II paid wlthJn thr., (3) oal.ndar aonth. aftor thl dluld.nt'l d.llh, a flYI p.rol"t (SX) dl.count of
thl tax paId I. allowld.
Th. lSX taK a.nl.ty non~p.rtlcIr~tlon panalty I. co.put.d on the total 0' th. taK and Int.r..t .......d, and not
paid blfor. January 18, 1996. thl flr.t day aftar thl ,nd 0' thl tlK a.n'lh Plrlod. Thlt non-particIpation
p.nalty I. apPlalabl. In the la.. .&nner and in tho thl la.. tla. plrlod a. you would appeal thl tax and lnt.r..t
that hI' bl.n .......d a, Jndlcattd on thll notlcI,
Intlrl.t It charg,d blglnnlng with flr,t day 0' dollnqu.noy, or nln. (9) ,onth. and onl (1) day '1'0' th. data 0'
dlllth, to thl date 0' paYllnt. TaKu which bIOI" d.llnqu.nt b.for. January 1. 1962 bear Intar..t at thl rUt of
.IK (6XI perclnt Plr annua calculat.d ~t a dally rate of .000164. All tax.. which b.oa.1 d'llnquent qn and a't.r
January I, 1982 will bear lnter..t at a rat. whl~h will vary fron calondar voar to calendar ~Iar with that rata
announced by the PA Dlpart"lnt of ReVlnu.. Th. applioabll lntlre.t rat.. for 1932 through 1998 arel
y..!!!: Int.rut Ra.!! Dally Int.rut Factor ~ Inter..t Rat. nally Int.r..t Flctor
1912 20X .000S48 U87 9% ,0002~7
1913 16% .000438 1988~1991 11% ,000301
1914 11% ,000301 1992 ." ,000241
198i 13% .OO03S6 19~3-19lJ4 7% .000192
1986 10% ,000214 191)5-1998 9% .000241
.-Inter..t h calo",latld .. follow'l
INTEREST . SAL~NCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Anv Hotlc. I.."'.d ~'tlr lhl taK b.oo... d'llnq",ent will rafllct an Interl't calculation to 'I't..n (IS) da~.
bev~nd th. data of th. I.'.....nt. If pay~ynt I. dade after the lntere.t cOMputation datt Ihown on the
Hottce, addUlon.1 lntlrnt IIUIt b. oaloulat.d.
\
r-
~-'.....----;'~~
J.~ T'~-~-
-~
!
It>.W tJlTII' I "
.
IN REI ESTATE OF MARCY R.
WRAY, a/k!a MARTHA
R. WRAY, DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANXA
ORPHANS' COURT OIVISIQN
NO. 21-97-0375
r~I~Y SBTTLBMBNT AGREEMENT
RBlCIlIPT AND RELEASIQ
WHEREAS, MARCY R. WRAY, also. knawn as MARTHA R. WRAY, late
o.f Upper Allen Tawnship, Cumberland County,' Pennsylvania, died
an March 13, 1997, having first made her Last Will and
Testament in writing dated July 11, 1985, which since her
decease has been duly probated befare the Register af Wills af
Cumberland Caunty, Pennsylvania, and Letters Testamentary
therean were issued to. Henry R. Wray, the Executar named in the
said Last Will and Testament of the decedent.
Nml KNOW ALL, MEN BY THESE PRESENTS, that we, HENRY R. WRAY,
SUSAN WRAY DANOWITZ and ANN MINTZ, being the beneficiaries
named in the said Will af said decedent and the persans
entitled to. share in the distributian of the Estate of said
decedent, do. hereby declare and say that we have examined the
First and Final Accaunt af Henry R. Wray, Executar af the
Estate af Marcy R. Wray, also. knawn as Martha R, Wray,
Dedeased, dated December 9, 1997, and find the same to. be true
and carrect, and in strict accordance with the terms and
provisians af the said Will af the said decedent; and we, HENRY
R. WRAY, SUSAN WRAY DANOWITZ and ANN MINTZ, beneficiaries as
MAI"-IN H. M"ALEn received af and from HENRY R. WRAY, Executar af the Estate of
afaresaid, de hereby acknowledge that we this day have had and
lAW 11!!WI~,
MAHl.lN It Mc-C^L1-:1l
Ol"phans' Court Division, we do hereby agree that tltiEj Agreement
concerning the matter of settlement may be recorded with the
same effect upon us IS if the same had been reported upon by
slid Court, and a decree of distribution made on such report by
said Court of Common Pleas - Orphans' Cburt Division,
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, we, .HENRY R, WRAY, SUSAN WRAY DANOWITZ and ANN MINTZ,
being the beneficiaries as aforesaid, do hereby agree that if
any debts or demands other than those included in the said
First and Final Account of the said HENRY R. WRAY, Executor as
aforesaid, shall be hereafter recovered against the Estate of
said decedent and be legally payable out of the same, each of
us will return to the said Executor such portion of the amount
distributed to each of us as may be necessary to pay such debts
or demands, the amount of such return not to exceed the amount
distributed to each of us.
IN WITNESS WHEREOF, we have caused this Family Settlement
Agreement to be executed this 1$11b1a.ay of December, 1997,
intending to be legally bound thereby.
WITNESSED BY:
~' .:Jh"'-1
(/iu,L K'?~ri~
(r~ J~
, 1 "
~~r~~,~~ (SEAL)
----=. .
<=;C:"'I^-. ~I':-\ ~~'1.-'QU.v-,~ (SEAL)
ususarlJWray DanowiO
~ . - (SEAL)
An~
-3-
STATUS REPORT UNOER RULE 6.12
.__________........._._..._4___............_'".__ _..._..
NaMe of Decedent 1 #'t_ey R teJ~
Date of Death! ~.{ 1.lr.Ll''L,--
Will No. ,2/. y.,- oJ7'3- Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules. I report thl'! follow.l.ng with respect to completion of
the administration of the above-captioned estate!
1. State whether administration of the estate is complete:
Yes)( No_.._
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete! IIlI",.
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. (i f any) for
the persona 1 representat i ve' S aCCOlln t is I ~..
c. Did the personal representative state an
account informally to the par.ties j n interest? Yes_..L No
d. Copies of r.eceipts, 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.
Date!~rN"" ~1,. trJ'7
~~~
Signat.ure
j!l~< ~
Name (Please type or print)
/la. d,!.It..~, ~.,_.JJt..";J , .4f non-'
Address .
:",
/>,:/...1
"1,,
~/".L ~"/~.n/b
Te 1. No.
Capllci t Y I
Personal Representative
_LCounsel for personal
representati ve
(MAH: rmf/AM3)
MAKE CHECK PAYABLE ^ND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ...
R"EV: iS4? - Elf -AFii 'i i'lf:iioY"No'fi cE' 'oF 'YNHi::ifi i'iiiicE -TAx - A P'JiRA "fsEifF.Nr; -A i. DlWiiiic E - i:iR' --- - - - - - -... - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
REBECCA A FILE NO. 21 96"0375 ACN 502
If an assessmant was issued previouslY, lines 14, 15 and/ol' 1&, 17, 18 and 19 will
reflect ~i9ures that include the total of A~L returns assessed to date.
ASSESSMENT OF TAX:
15. A~ount of line 14 at Spousal rate
16. AMount of Une 14 toxsbh at Lineal/Clan A rate
17. AllOunt of lina 14 at S.tbUng ,..~t.
16. AMount of line 14 taxable at Collatoral/Class Brat.
19. P,'lncipal rax Due
. fThl
DATE
11,,61-2000
;{!; /(., / 1<
BUReAU Of INDIVIDUAL TA~ES
IHtlnu,ANC[ tAl( tllVISION
Ilfllt. ZI'lll601
IlAJlRIN8IJAil, "A 111111--0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE or INIII'RIIANCE TA~
APPRA1SEHENT, AU.ONANCr. OR IlISAI.1.0NANCI'
OF DEDUCTIONS ANn Ml~Ujmll:Nr Of TAX
'Ii
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUN1'Y
ACN
02-,19"2001
STUMPF
01....16..1996
21 96'0375
CUMRERI..AND
502
^Il1ount RsrnJ.'tted'
ELYSE E ROOERS ESQ
3401N FRDNT ST
PO 80X 5950 \.,
H80 PA 17110,10950
L
ESTATE OF
STUMPF
TA~ RETURN NAS I
I X) CIlANDEO
) ACCEPTED AS fILED
SEE
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
- - ~-
APPRAISED VALUE OF RETURII BASED ON: L1 TIGATION RETURN
1. R.al E!lt.t. (Schedule A) u)
2. stooks and Bonds (Schedule OJ (2)
3. Cl~s81y tleld Stock/Pat'tnl'lrship Intel'est (Sohedule C) (3)
4. Mortgages/Notes Reoeivable (Schedulo 0) (4)
!i. Cash/Bank DeposHs;/Hisc. Personal Property lSchndulo e) (5)
6. Jointly Owned Propert.y (Schedule f') (6)
7. Transfers (Schedule G) (7)
8. Tohd Assf!lts
.00
~.!!..
.00
.00
92.571. 98
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral F.xpenses/Adn, Cos~s/Hisc. Expenses (Schedule Hl
10. D~bts/Hortgaoa Liabilities/liens lSchedule I)
11. Total Deductions
12. Net Valull of Tox Return
13. Charitable/Govarnnental Bequests; Non~81ect.d 9113 Tru~t$ (Schedule J)
\4. Net Value of EstQte Subject to Tax
19)
(10)
22,307.88
.Q..!!..
Ill)
(12)
(13)
(14 )
NOTE:
(15) 35,13~.05 ~
(16) 35,132.05 ~
117 )___---:...QQ ~
(18) ~~ ~
00 ,
06 =
00
-
15 ,
(19)=
----lil;Utl.,--.... ---------lllSCiiUNf(+ ).----.--.~...-------
NUHBER INTEREST/PEN PAID (_) AHOUNT PAID
-....---AA4 514T6"- --------------.-ifir-- -------....----.-2~T 0 7 . 92-"-"
,j(
)
('.
*
IIVI''''' It I" lll-tol
RE BECCA
A
-- ----j.
---------'
DATE 02-19-2001
---
ATTACHED NOTICE
NOTe I To iOS"-"-8 proper
credit to your arJcoun\ ~
submi\ the Upper portion
of this forll1 wHh you,'
tax paynent.
92,571.98
?~.307 88
70,264.10
.00
70,264.10
.00
2,107.92
.00
.00
2,107.92
1l-02-2000 -TOTACTAi-CRiDiT-~.'I -----2:107.92-j
BALANC-ii"OF' TAX Dui" --~-....- .00-"-
:INTE~~~l~'~:~E P~'N~~ :==~-==-:::: ~F
--._--------~. "-.'.- -_..._-~-~._.__. -----.~. ~-_._~~------_.._..
BALANCE OF UNPAID INTEREST/PENALTY AS OF
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS TItAN n, NO PAYHENT IS REqUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YO\.! HAY BE DUE
A REfUND. SEE REVERSE SIDE Of TillS fORH fOR INSTRUCTIONS.)
RESERVATION. est.t.. 0' d.o.dent. dylna on or before Dece~er 12, 1982 'RR If any future l~tore.t In the e.tat. Ie transf.rred
In po.....lcn or enjoy..nt to Cia.. . (oo11at.ral) b.n.flolarl.. cf the decedent .fter the expAratlon of any ..tate for
life or for y.are, the Co..onwealth hereby el<pre..h re..rv81 tho rlaht to apprahe end a...... tt'en.fer lnh.rltanoe Tal<lI
.tt~ lewful Cle.. B (cullateral) rat. on any .uoh future Inter..t.
PURPOSE OF
NOTICE I To fulfill the rnqulr...nt. of S.ction 2140 of the lnherltanoo and E.tate Tax Aot, Aot 23 of 2000, (72 P.S.
Seotlon 9140),
PAYMENT I Detach the top portion of thit Notloo and sub.1t with your phy...nt to the R.ahhr of WUh prlnt.d on the reverll. aide.
--Hake ohaClk or .onoy ord.r f1ayabh tOI REOISTER Of NILLS _ AGENT
REFUND (CRll A refund of a tax oredlt, whioh wa. not r.qua.tod on the Tal< Return, ~ay be reque.ted by cOMpletlna an "Appllcatlon
for R.fund of PennlYlvanla Inheritanc. and Estate Tal<" (REY-UI3)' Applioatlons .I'e avallnble at thll OfUoe
of the Real.ter of Will., any of the 23 RevenuG nlstrlot Offloes, or by oalllng t~e speolal 24-hour
Ml.werlng iervlce for foras ordering I 1-800-362-Z050, .orvlce. for ta~payor. with special h..rlng and / or
speakllllf needtl 1~800~(147~30ZO (TT only).
OBJECTIONSl Any party In Interest not satisfied with tho appral.eaont, ollowano" or disallowance of deductions, or ....ss..nt
of tal< (Inoludlng di.count or Inter.st) a. shown on this Notloe .ust objeot wltl/ln sll<ty (601 day. of rocelpt of
thh NoUoe bYl
~.wrJt.ten protllt to the PI. Departlllant of Revenue, Bo"rd of APPI381s, Dept. Z81021, tlarrltburll, PA 17126.1021, OR
--eleotlon to have the afltter tfeter.lned at audit of the account of thll p.rsoOlll representatIv., OR
-.appeal to the Orphan.' Court.
ADHIH-
UTRATlYE
CORRECTIONS I
Faotuel error. discovered on this a.sess..nt should be addre,sQd In writing tOI VA Depart..nt of Revenu.,
BurelJu of Indlvldu.l Tal<ea, ATTNI Po.t Aue"lent R.vlllw Unit, Dept, Z80601, t1arrlsburg, VA 17128.0601
Phone (717) 1&7-6505. S.. page 5 of the booklet "Instruotlons for Inheritance Tax R.turn for a R..ldent
Decedent" (REV-1501) for an eKPlanatlon of ad.lnlstretlvelY oorrectabl. errors.
DISCOUNTf
If any tal< du, i. paid within three (5) calendar .onths after the decedent'. dfteth, a five peroent (5~) discount of
t~. tal< paid Is allowed.
PENAI.TVI
The 15X tal< a.nelt~ non.p.rtlolpatlon penalty Is co.puted on tho total of the tal< and Intere.t Rls..sed, and not
paid b.fore January 18, 1996, the first day "fter the end of the t.1< a.nesty period. This nonRPftrtlcl~.tlon
penalty Is app.alable In the $~.e .ann.r and In th4 th.sallle tl... period a9 yoU would appeal the taK find Intere.t
that ha. be.n ~'Ie..ed a. Indloated on this notlo..
INTEREST I
Intorelt I. charged beglnnlnll with first day of dellnquenoy, or nine (9) .onth. and one (II day fro. the date of
d.ath, to tho date of pay..nt. Tal<o. which beCR.' delInquent be for. January 1, 198Z be~r Intere.t at the rate of
.b (6Xl p.rcent p.r an/lUll Clalaulated at a dally rat. of ,000164. All taxu which bec..e delinquent on and after
J"lluary 1, 1982 wUl bear lnterett at a rate whloh wUI vary froll calendar year to call1ndar year with that rate
announced by the PA DapartHnt of ~evenue, Tho applloable Int.rellt rat.. fOl' 1982 through ZOOl arel
V.ar Inhrllt Rate Daily Interut Factor V.ar Inter..t Rate DailY Int.rllt Factor
1962 20% .000546 1992 9% ,000247
19U 16X .000438 1993-1994 'IX .0001l1Z
1984 11% .000101 1995.1998 9% .000247
1985 13X ,000356 1999 7% ,001)192
1986 10% .000274 ZOOO 8X .000219
1987 9% ,000247 ZOO I 9% .000247
1988-1991 I1X ,000301
--Inter..t I.. oalcul.ttd a. fol10wsl
INTEREST . BALANCE OF TAX UNPAIO X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
RRAny Notlo. luued after the taK heoOle. delinquent will r.fleot an Int.rft.t oalculatlon to flft...n US) days
beyond the date of the ...u"..nt. If pay.ent Is .ade aftor the Inter..t oOllputaUcn data .hown on the
Nothle, ackUUonetl lnter"lt _Ult be oalculated.
/ ,,'
\.~.}
/
(.,
/(') /
,/
,)
BUREAU OF INDIVIDUAL
JNUtRlUHCl TAK DIVISION
lifPT. 280601
UARRIGftUPlh flA I i12&M0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
DATE 03-09'2001
ESTATE OF STUMPF REBECCA A
DATE OF DEATH 04-16-1996
FILE NUMBER 21 96-0375
COUNTY CUMBERLAND
ACN 502
F.A';;;unt Re.ltted :::1
L__~_._.__~___.-=-~J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
TAKES
VICKy ANN TRIMMER,
MEETE, EVANS ETAL
POBOX S9S0
HBG
E~~
\,'
PAIHllO
'*
('/
In-liB U iJP 1l'-1I1
HOTEl To insure proper oredit to your aooount, lub~lt the upper portion of this forM with your tax pay.ant.
CUT ALONG THIS LINE ... RETAIN !.OWER PORTION FOR YOUR RECORDS ~
REV: i59r EX" AFP--nFiioY-- -, -il-.-j; iitiEil"ifANCE -i'AX. RECORi:i - ADj'US'tHiii't' -.Ii "--,, - m -- -- ''-'., - - --, -, -"
ESTATE OF STUMPF
REBECCA
A I'ILE NO. 21 96-0375
ACN S02
DATE
03-09-2001
ADJUSTHENT BASED ON.
VALUE OF ESTATE I
ADMINISTRATIVE CORRECTION
1. M..1 Est.t. (Sohedule A)
2. Stocks .nd Bonds (Sohedul. B)
3. Closely ...ld stock/Partnership Int.rest (Schadul. C)
4. Hortgsoac/Notn$ Raoeivabla (Sohadule Dl
6. C..h/B.nk Deposits/Hisc. Personal Property (Sohadula E)
6. Jointly Owned Property (Sch.dulo F)
7. Transfar* rSohedul. Gl
8. Total Assets
DEDUCTIONS AND EXnMPTIONSl
9. Funeral Expenses/AdMinistrative Costsl
Hisoellaneous Expenses (SohadulQ H)
O.bts/"ortgegtl liabilities/liens (Sohedule I)
Tatal Deduotions
Net Valu. of Tax Return
Cheriteble/GuY.r~nt.l Baquests) Non-elacted 9113 Trusts
Net Value of E5t.te Subjeot to Tex
10.
11.
12,
130
14,
TAX:
IS. AMount of line 1ft at Spousal r.t.
16. A_aunt of line 14 taxable .t line.l/Clasl A r.t.
17. AMQunt of line 14 at Sibling rat.
18. AMount of line 14 taxable at Collateral/Cl..s Brat.
19. Prino!pal Tax Duo
X ~M~pS;'-IlECml
-1l.ill__ _ NU.JjBER
11-01-2000 AA451416
.-'IIISC1lURl-o-r--
INTEREST~ I-I
.00
6ALANCE OF UNPAID INTEREST/PENALTY AS OF 11-02-2000
(1)
(2)
(3)
(41
IS)
(6)_
(1)
.00
.00
.00
.00
92.571.98
.00
.00
(81
92.S71 ,98
(9)_22.307.B8
(10) ,00
(Schedule J I
1111_
(121
(151_
(14 )
22.307.88
70,264.10
.00.
70 ..1~
(15)
(161
fl'/I
(18)
3S.132.0SK 00 =
3S.132.05K 06 =
.00 K 00 =
.OOK 15 =
(191
.00
2.107.92
.00
,00
2,107.92
AMOUNT PAID
2,107.92
TOTAL TAX CR.EDlT _-hlllL-'?L._
BALANCE OF' TAX DUE .00
!~TER.!~T ANi! PEN. .==.:.._--------.?.1....lL...
TOTAL DUE 51.24
. IF PAID AFTER DATE INDICATED. SEE REVERSE I IF TOTAL DUE IS LESS THAN $1. NO PAVHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE I~ REFLECTED AS A "CREDIT" (CR), YOU HAV BE DUE
A REFUN~, SEE REVERSE SIDE or THIS FORH FOR INSTRUCTIONS, I
PAVMENT l
REFUND (CR) I
REPLY
'0.
llISC0t>>4Tl
PENALTY'
INtEREST I
"
Dltech thl top portion of thlt Notice end lubl1t with ~our ply..nt .ede ply.ble to th* n..e end .6~r"1
printed on thl r.ver.. .ide.
-- Hike check or lone)' order panb18 tOI REGISTER OF HILLS, AGENT.
A ,'.-fund of III tex oredlt, which WII not reque.ted on the h~ R.turn, .ay be requuted b!ll oOllphtJl'I1I an
wAppllcatl~1 for R.fund of Penn.Ylvtnla Inheritanoe ~nd E.tftte Tax" (REV-131!), Applloatlon. ar.. aVllllble at
the Office of the Regh"r of W11l1, .ny of the 23 Revenue olltrlot Offloe. or frOll the Depart..nt', 24 "hour
an.w.rlno ..rvlc& for for.. orderlngl 1-800-362-2050, .ervlo.. for tlxpfty.r. with Ip.elal hI.rlng and I or
.pelklng rnaedll 1-800-447-3020 ell only).
Que.tionl regarding .rrorl cont.ln.d on thit noUce .hould be .ddr....d tOI PA Depart.ent of Rellenu" aureau
of Individual TaM.I, AllNl, Po.t A.......nt R.view Unit, Dept. ,1,1't0601, Harrhburg, PA 17128-0601, Phooe
(717) 787-6505,
If any tax due I. paid within thr.. (3) oal.ndar .onths after the decedent'. de~th, a five peraent (5~) dl.count
of the tlM paid I. .110Med.
The 15% tlM a.ne.tv non-partlolpntlon pen.l~y I. cOlputed on the total of the tax and Inter..t .......d, ~ not
paid beforo J.nuary 16, 1996, the flr.t day af'.r the end of the t.M aane.ty period.
Interl.t I. char..d beginning with flr.t dav of delinquency or nln. (9) .onths and one (1) d~Y fro~ the date of
death to the d.te of pay..nt. Taxe. "hloh b.oa.e delinquent before January 1, 19&1 bear Int.r..' a' t~8 rate of
.IK (6X) p.rc.nt per .nnu. oalcul8t~d at a dilly rate of ,00016~. All t8Me. whioh b.c... delinquent on and .ft.r
Januer!ll 1, 1962 will b.~r Int.rl.t at a rata whlch~lll vary fro. oal.nder year to oal.ndar y..r Nlt~ that rat.
announcad by the PA D9part.e"t of Reyenue. The ItPplloeble Inter..t rat.. for 1962 thruugh 2001 anI
Y.ar Intere.t Rate D~llY Int.r..t Factor Ynr lnter..t Rate DaUy Interest Factor'
1982 20Y. .000S~6 1992 9% .0002~7
1981 16Y. .OOO~36 \993-1994 n: .000192
198~ lli: ,000301 1995-1996 91: ,00Ot~7
1985 151. ,000356 1999 n ,000192
1916 10:< .000274 2000 6i: .000219-
1987 97. .000247 2001 9% ,000247
19a8-1~91 11r. ,000301
--Int.r..t I. a.lcul.ted .. foUowsI
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlca lUlled aft"r the triM bacOI.. delinquent wUl refleot "0 tntero.t caloulation to fift..n (l&l days
bllyoml the date of the fl.telll..nt. If flfl~.lInt it ..dll after the interest coltputaUcn date shoWn on the
Hotlce, oddltlonat lnt.r..t .Ul1t be oalculat.d.