HomeMy WebLinkAbout97-00413
t.:'(ll/l' ({/,MARJIARWI' MAinE ALEXANDER
(/1,\'0 klloli'lI (/.\'
I)ETITION FOR PIWIIATE and GHANT OF LETTERS
'.! I 'I r,/ - ! II":',
,"\[ T .... ,,)
, . -.. . , --. --'-.-~ .."-","
Nu,
lu:
Reglsler nf Wills fnr Ihe
189 _ 09 ~ &%ga.\'/'d, ('Ullllly nf QIIMJlJqU,~NJ2~ ill the
Soe/al S/'curllY No, ('nllllllonwellllh of Pennsylvllnlll
, Th~ prllli"n nf Ihr undersigned respre'lfulll' rel"'\'Selll.'i Ihllt:
Ynur IlClilinner(s), whn,uqale 1M years nf uge or old"r 1111 Ilw eXeenIQ.rs. ~~__,c.'~_, I1nmed
In Ihe 111\1 will elf Ihe IIbol'r drerdellt, dalrd _ArrIl 21, .. __.....".,...,.....,....___,:.....__, 19.2.L
mxmIllij(K)<1dx1Cllx ',.,.,.,...~
l'IUll' relcvilllt drl'lllmlj\tll'l'~, l',", l-t'11UIH:iUllnn, d(;,ith of l'~ceOI(lr, elc,)
Deeendel\t WIIS dOlllldled nt dealh inCumb.etJ,'1t.ld_...m_'. ~ County, Pennsylvania with
h~~L~__, last lamily or prlncipnl residence al n~,LflMJ.l]$. ROJicJJ_.Carlisle Borough, .!'.L.!2013.
(ljq \ltl'l'I, rlilrnhc:r ilnd rllulldpalllYI
Dec~ndenl, Ihen_J33_____ )'ears of agr, died..i\f>rj),2.~, ,.,'___~~_~__, 19!7_,
itl_t.h~j::l!rliJ!.l(;!uH()-',jlitnl, CElrlisJ"LPA_.1 ?013_u~.' ,
Exerp! lis fullows, deCl'denl did nul marry, was nol dil'orerd and did not hnve n child born Dr IIdopted
nfter cxcclllion nf Ihc will offered for probate: was nnllhe victilll of a killing and wns never adjudicated
Incolllpelent: nIlA. ,...u__. ,____....__....,. ......", .__,
Deeelldrnl at death owned property with cstimated values as follows:
(II domiciled Inl'a,) All personal property $ 5,OOil.0~_
(II not domiciled III I'll,) Personal property in I'ellosylvanln $
(If not domiciled ill I'a,) Personal property in County $_..
Value of rcal e,llatc in I'l'lllls\'lvallia $ 75,000..QQ._
sllllaled as folloWI:_6}uSpdI1JLI<Cl.E'd, ,ga.E.li,81e.....~! 7013 ,
WHEREFORE, pClltioller(s) respectfully rcqllcst(s) the probate of the lasl wi!! nnd cddlcll(s)
presented hercwith alld Ihe grallt or le'tcl's....j:,~!I_t8ment:.ll.r.Y....,__.."..,.._
(ll'slnnu.'ntary: ndllliniQraliol1l:.I,II.: l\dmlrll!\lrnllon d.h.n,c.t,a.)
theroll,
j __ ;! ri\~ ~ ~'ntt c}~><4 /)/J ,~
~EJ~- .. .. ~~ ~~T'OIt~~I';X_ANU~rlY
., g 414 Reservoir Road c:::::= BonnIe torraIne r:uTIc'K
~.~ Mechanicsbulg. PA 17055 735 Sus-n\1-Dr"fve ....__.~~---
p 7kw~~;~if(A~EXANnER 1/, East EPpe~~J~:;:er,A~~:~:~I:':'P~~-;OI;---
Vi
---_._------,._.~._~-~.......
--- -----~.----~
OATli OF I)EHSONAL REPRESENTATIVE
COMMONWEAI,TII OJ! I'ENNS\'I,V ANIA
COliNn' OJ! CUMBERLAND
I
t >1>\
TIll' [)t..'litlolll'r(q ahl)\l'-IlHl111.:d .,wear(.,,) m arnl'lll(<.,) thalllH,' ~tall.'l1\l'llls ill the fOrl'going petition arc
II'lll.' <llld I.:OI"l'l'\.'I!nlhl' 1H'~1 oj' the ~1l\l\\'led!!L' i.llHlllt.'1ief of Pl'tiliollt.'r(s) and that as personal rcprcscn-
tHtivL'hJ [If thl' ah(l~l' dL'\.'I.-'dl'1I1 PL'tiliolll'r(s) will 'II and lnlly admlnlstcr the esta 'L'ording'~Il\W'
SIIOlIl in 0' "tlllI9<,d <Illd "d"cllhed ~ I _j
bel'''l' '"" till' ncl d,1I 01 I~)/..' TN ALEXANj)ER -:::::-'
-~Q,/),MJ.L~~~ ~O LJ:r ~m'E~ ~'~~E~,if,~;er~ GuUck
, V ~MI\RY CLEWIS RI'It't'/t'l l ( :....-,-~.~'--_.- 01
\ '1,1; - \ \ f.l'fJt:I..{. ',lWA CAR ALEXANDER - ~
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A]exundor, Mnrgnrl!l' M.
':;~_~~Y4;;;i.' [1""/I[;;:~A;'~7 1',^;I(:;;";'~' I J
I" ""~~" '''",'''''''''011''''''.' I'^" "''' .",,,,,,,,,,, II""." I'''''^' "[lJ"," tlIIM""
~J 1. OrigInal Return ( I 2, Surrlemonlul Return
[..1 4. limited Ellale [ l 4n. future inlet"" Comproml'8
Ifor clut", of dtlCllh Clltar 12.12.821
LJ 6 Decedent DI.d Tlllale [ I 7. Der.edent MalntCllnod 0 living Tru'l
IAlla,h ,apy of Will) IAlla,h copy of T ,u,')
'... ..--.-. AU. COR"$I'ONNNCI AND CONPlD'NTi~ TAX INPOIlMATlON SMOULD II DI.WariD TO.
"'! NAME --. ~OMPlfTfMAllINO,i,DORE5!l
!ll~ ."Josoph,D_. IlU~k]"Yl EH'Iuln' . 1237 Holly Pike
fllf IE"'HON'NIIM'" Curlln]e, PA 17013
._,' ",_ .l"JJ2,Jo,_tJt2::2.~~.e = " _ ,_~..,_,==.~=.=...~__..._=,=_,===~==-~,=,,,=c,"=
1. R.ol E,lat. IS,hodulo A) II ) . ,75,000.00
2, Slack. and Bond. (Schodulo BI ( 2 )-,0'.
J, Clo,oly H.ld SlockIPorln."hlp Inl".., ISchedule C) ( 3 I - ..,.:9,--.
A, Mortgog.. and Not.. Receivable (Schodulo 01 I 4 ) , " ",.::,0':'.,
5, Ca,h, Bonk OepOIill & MIIt.llanooUl P".onal P,op.,ly 15)_ 15,366.]2
IS,hodule EI
6, Jolnlly Ownod Property (Schodulo F)
7, T,on,fo" (5,hedule GIISch.duleq
8. Total Gron Aut" ItolalLlnGI 1.71
9. Funeral Exp.nlol, Admlnlllrallve COlli, Mllcellanaoul
E,po"o. (S,hedul. HI
10, Oobll, Mortgog. Uohlllllo., lien. ISchodulo I)
1), Tolol Ooducllon. 110101 Iln.. 9 & 10)
12, Nol Valuo of Ellole 11In. 8 mlnuo lIn. III
13. Charitable and Gov.romenlal 8equelll (Schedule Jl
14, Nol VolueSublo" 1~lo,><JLI~!.!.2 mln~._Llll!._!.?l_..._
15, Spouoal Tranol", 1'0' dolO. 01 d.ath after 6,30,9~1
See InltrucHonl for Applicabl~ Percenlag, on Reverie
Sid., (In,'ude volue. from S,hodul. K or S,hedul. M,)
16. Amount of line 14 tCllwble 01 6% rate
llnclude valulllrom Schedule K or Schedule M.l
17. Amounl of line 14 taxable at 15% role
(Include valvet from Schedule K or Schedule M.l
18, P,'n"palla, due (Add IOK from Lln.. 15, 16 and 17,)
19, Credill Spoulal Poverly Credll Prior Paymenh
MrY,lIoo fX... l',q~l
~
II!
I')
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILl.S)
~'~'9.,
Ifii. ,
I"'Ji
C.OMMONWfAllH Of PfNNSVlVM-lIA
DLPAA1MENf (IF AfVfNUE
om 210601
IIAAAIS8U.O, PA 17 28-0001
oe'c~ ) N ~'-NA"Mi'il-A:~T, '1ISl:-AND Mlllrllt 1~~niAlr--~------'---
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C
'OR DAliSa. DIAlH Ann 12/31191 CHICK HIRI
IF A SPOUSAL
POVIRTY CRlDIT 15 ClA1MID I
PILI NUMBIR
21-97-/.1 1
COUNTY C,O()[.
YEAR
NUMBER
{)f(~'- iifNj-.~ ((j~\m iIAfiilKT~'i'---'M'
!II Hpl'lnp, !lolld
1:1\1'1IH11', PA 17011
C""",[, Cwn\Jr.' (1uoL......,,-_
, A.(JUN' "((IV!" 1\H"',,'U(1I0H~',_~,_
[ I 3, Remaloder Return
(la, dol.. of doolh prlo, 1012,13.821
t-) 5. F~deral enalt Tax Return Required
~._~ e. Tolal Number 01 Sale Oepo.lI 80XOl
,.\;0"
~-J(
-0-
16) "..---.. _:,~-,_....,~-,
(7) ..,.___..__~~Q~~_,...__
~:, i
" 90,366.72
18 I ......~--~~~_...-,-.,
191 ....,.._1~,,10Q.0lL,,__
11 01 ...~..,""l.!..tiJ..O'~_~ll.._.m_'
IIlf <C,: 1?...503...JL.
1121 ,,,__?AJ86~_.-'-L_
113) _'_"'_~_'_ -0-_..,
II~I 74 &6}.14.
(151_.___,..,~_..,_.~..~.~,_..
74,863.14
-0-
1161 ..
.J( ,06.
4 491. 78
".~-;--_._J. .....___._
(171
" .15 a , ...._.. ....,..~-:g:...,_..
(18)
._~,~~.!..-,?e._,
DllcOllnl
Interos'
-0-
-0-
+-
(191
120)
s
20. If line 19 II greater Inan line 1 a, enler the dllfarLn", on Un.., 20. Thh it Ihe OVEAPA YMINT.
Ill]
Ch(>{~ 11\,,, I YOl) o It' rl/(IUl'~lin J (1 It,fund of your oVl!lftnyrncnl
21. If Une 1 a II grooter than line 19, "nlor the dlfleronco on Lino 21. This is Ihn TAX DUE, (21) I, ,491__'.78
A. Enter Ihe lnleret! on Iho bO!(JncfI due on line 21 A. 121 Al
8, Enler Iho 10lal of line 21 {lnd 21 A on Une 218, Thi, is tho BALANCE DUE, (218) '1,/191. 78
_~__.___. .~.~~_C:~!~~__~~a.~.I'__!~1 R~ghU" of Will., Agent _ _ .____ ___ _.
J\'", :~ '_,'- ~ ~1!'IU.E TO".NSWERAi.LQl.li~TiONfOtfRilvilllSliiiiiIiAND!Q_liECH'~CK MATH""<l( >II(
UncMr penaltlll of periury, I rleclore thol I hove (IxClmlnud this return, Indudllljl occomrcll1YHlH schedullls unci S!fllenHlnt" and 10 the be$! of my knowledge ond belief,
II II true, correcl ond complete I declare Ifml 011 re(11 flsluta 11m b>lOIl rflporlllc 01 truo mtllko! VUlllO l)edmClIIOI1 of preparer other than Ih~(~QI represenlolive il
ba..d on olllnformollon of which preparer hm any kno ....Iodue ~
'~O~U EO;'''Zfl''~''c'''orTr{I~''~('':~:~~~~), A"~\4"'D~D._JI \l\",,~,,~~?,f~~~4tt "3 oA~H
$10 OfPfP~ 'It!Atl'}lP~JA'IVi. )^(JrIRf~\ '1' ~)-'1U1.J....) 1~u.JJI~UI (lAir
~...it'- cufl') I.? jll.,t.. /~':.f /..e", ((),< lilt... /}1 / leu!. ,~ (\./ '/ J
""qlll~'l""1
, SCHEDULE H
~~~~i~ FUNERAL EXPENSES,
(()MMONW",," or ""N"'VANIA ADMINISTRATIVE COSTS AND
IN'''''''N''''' 1I1""N MISCELLANEOUS EXPENSES
hfAfl!Or ,...\I"!,,! !I""~~L_.__~~__.~_.___,.~~__-=,"-,-_~ - U:I'NuMI~:o.e!.'.lnl o. T1l!.!.._=
___._... _~~ rga :.=:._~,_ Al ('xa~.~:.r______._________=-T 21-9 H13
ITEM
NUMBER
A,
l.
2.
DESCRIPTION
Fune.ol EMpen.e..
Hoffman-Roth Funeral Home, Carlisle, PA 17013
Cumber] and Valley Memorial Gardens "' Grave oponing
B. Admlnl'l.ollvo Co.II,
2,
3,
4,
C.
l.
2,
3,
4,
5,
6.
7.
8.
1.
Penon.1 Roprolttnlallvo Comml..lonl
Sodal Socullly Numbor of Po"onal Roprolonlallve:
Year Commll.llonl paid 1998
AlIornoy Feo. to Joseph D. Buckley
Family Exompllon
Clalmanl
Addro" 01 Clolmo," 01 decedonl'l dooth
Slrool Addro" .
Clly
Rolallonlhlp
Slalo
Zip Codo
Probale Foo.
MI..ellaneou. EMperi...:
Family Thank You advertisement in the Carlisle Sentinel newspape
Transfer Taxes - Sale of Home
Termite Inspaction and Treatment to House
Disbursement Fee and Closing Cost on House
George P. Martin - Trash Removal/Lawn Care
Larry Foote - Appraisal of lIouse
TOTAL (AI.o onlor on line 9, Recopllulallon)
(II mo.e .paco I. needod, Inlorl addlllonal .heell of .ame .1",1
AMOUNT
4,693.70
600.00
2,700.00
3,600.00
511.50
53.94
750.00
605.94
60.00
275.00
250.00
S 11.,100.08
'IVdmUtll..'1
~I~,\'~
'.\1,Il'H!>1'
COMMnUW''''lll Of ,lWI\V1'1AHIA
IHIUll""..U1....IIIU.H
UflOnHOICflJl1lI
SCHEDULE J
BENEFICIARIES
J
--
Margaret M. Alexander
fiLE NUMBER
21-97-1113
UTATE Of
ITEM
NUMBER
NAME AND ADDRESS Of BENEfiCIARY
RELATlON.HIP
AMOUNT OR
SHARE OF ESTATE
A. Tu"abl, Uoquelhl
l. Edward G. Alexander
7. ,Florence n. Rowe
Grandaon $ 2 .000. 00
Granddaughter $1,000.00
Granddaughter $1,000.00
Son 25% of resJ.due
Daughter 25% of residue
Daughter 25% of residue
Daughter 25% of residue
2. Denise Burnhart
3. Tsmi Marie Gulick
4. Edward F. Alexander
5. Donnle L. Alexander
6. Shirley Barnhart Alexander
ITEM
NUMDER
NAME AND ADDRESS Of BENEFICIARY,
AMOUNT OR
SHARE OF ESTATE
B, Chafllabl. and Oov,lrnmenlal hque'IIl
l.
TOTAL CHARITA OLE AND GOVERNMENTAIOEQUESTS IAho enlor 'on line 13, R.,opllulolionl S
(If more .pace Is need.d, Inurl oddlllonal .h..h of lamt lil.~
/j -//f II
IUlI~~U Of' INDIVIDUAL TAMES
IHHUIlAIoICl: Uk DIVIIIION
DEilY, ?10401
HAHHIS~UROI PA 11111-060,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
('~
NOTICE Of INHERITANCE TAK
AP~RAISEHENT, ~LI.OWANCE OR DISALI.DWANCE
Of Of.DUCTIONS ANO ASSESSMENT Of TAM
01-17.-90
ALEXANDER
04-29-97
21 97-0413
CUMOERLAND
101
l~,~~=~.OU~,~~~i!'d ~l
MAKE CHECK PAYABLE ANIl REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
it 'EV: iS4"j"Eif -J. Fii - i O'if: 97T "NOT i 0 E - -OF" i NH E it" i;: AirC'1i - Yi. X - iip PR A-is E ;.rENT"; "A i:.lowANc E - iiri - - no - - - - - - - -"" --
IlISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGARET M FILE NO. 21 97-0413 ACN 101
TAM RETURN WAS, I ) ACCf.PTED AS fiLED 1 Xl CHANOEO SEE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOSEPH D BUCKLEY ESQ
1237 HOLLY PIKE
CARLI SLE
PA 17013
ESTATE OF ALEXANDER
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN IIASED ONI ORIGINAL RETURN
1. R..l Eat.t. (Schedula Al
2, Stockm Ind Bonds (Schedul. 8)
5. Closalv Hald stock/Plrtnership Int.r..t <<Schedule Cl
4. Horta.g../Not.. Receivable (Schedule D)
S. C..h/Bank Deposits/Hilc. Par.on.l Property (Schedule ~)
6. JointlY Owned Property (Sch.dull fl
7. Tran.flr. (Sc~.dul. G)
ft. Tohl AUlts
APPROVED DEDUCTIONS AND EXEMPTIONS:
III
121
131
(4)
IS)
(6)
171
H.OOO,OO
,00
,00
,00
15.366,72
,00
,DO
(81
19)
1101
14,100,00
1l.403,ll.
Ill)
112)
113l
114)
9. Funerel f.xpanles/Ad~. Costs/Hise, Exp.n~o. (Schedule H)
10. Debts/Hcu"'tgllg. U.bill t1e./Li.n~ (Schedule 1)
11. Tohl n.duct!ons
12. Net Velue of Tex Return
13. Charitable/Goyernmentel Beque.ts; Non~.l.cted 9115 Tru.t. (Schedule J)
14. N.t Value of E.tat" Subject to Tax
If an assellment WaI j,I!lUlld prlviausly, lines 14, is and/ar 1&, 17 and 18 will
re~lect figures that include thl tatal af 611 returns a.selsed to date.
ASSESSMENT OF TAXI
IS. A.ount of Line 14 at Spousel rat.
16. AMount of Line 14 taxable .t Line.l/Clas. A rete
17. AMount of Une 14 texabla et Colleterel/CI... a rete
us. P,'i"clpel Tex Due
TAX CREDXTSI
PAYMENT
DATE
10-09-97
NOTE I
RECEIPT
NUHBER
AA242326
DISCOUNT (+)
INTEREST/PEN PAID I-I
,00
. IF PAID AfTER DATE INDI.ATED, Sf.E REVERSf.
fOR CALCULATION Of ADOITIONAL INTEREST,
llSI
ll61___
ll71
,00 X .00.
64,863,14 M.06.
.00 K .15.
lll)
*
W"II~' ,_." lIt.tll
MARGARET
M
AMOUNT PAID
4,491.78
TOTAL TAX CREDIT
BALANCE OF TAX IlUE
INTEREST AND PEN.
____n__
TOTAL DUE
DATE
ATTACHED
01-12-98
NOTICE
NOTEI To tnlure proper
credit to your account,
lub.it the upper portion
of this for. with your
t.x paYllent.
90,366,72
?~, ~n3 ~R
64,863,14
,00
64,863,14
,00
3,091,79
,00
3,891,79
4,491,78
599,99CR
.---
,00
599,99CR
If TOTAL DUE IS LESS THAN U, NO PAYHENT IS REqUIRED,
If TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REFUNO. SEE REVERSE SIDE Of THIS FORN fOR INSTRUCTIONS, I
H ",,,.,.,,
RESERVATION I E.tat.. of d.c.d.nt. dying en or bGfore OecI~blr 121 1982 R_ If any futur~ Intar..t In the e.tate 1. tran.f.rr.d
In po.....lon or InjuY~.nt to cla.. B (oollateral) blneflel.rl.. of tn_ d.eedant after the eKPlratlon of any .,tate fOT
11f. or for yearll the Co..onw.nlth hereby IKpr.e.ly rel.rVI. tha right to appral.. nnd a..a.. trln.f.r Inhtrltanc. TaK..
at thl lawful Clo.. a (collateral) rate on any ~h future inter~.t.
PURPOSE Of
HOTICEI
PAVltENT I
REFUND (CR)I
OBJECTIONS I
ADHIH
ISTRUIVE
CORRt::CTlONSI
DISCOUNT I
I'ENAL TV:
INTERfSTI
To fulfill the require..nts of Sect~on 2140 of tha Inharitance and E,tata Tax Act, Act 21 of 1995. (12 P.S.
SaeUon 9140).
Detaoh thlll top portion of thh Notice and sub.it with your paYIIIDnt to the Register of Willi prlnhd on the rlv.rs. 1101.
--Hllk. check or lIoney order p!lyable to: REGISTER OF MILLS, AGENT
Ii r.fund of 8 tall credItI whlch was not r.queltlKl on the TaK Rlturn, aay b~ requuted by fiollPhtlng an "Application
for R,.fund of PennsYlvania Inherltonce and Eltllt. Tl!Ix" (REV-Un). ,\ppllca\lonll :)r. avaihbh at th4i Offlce
of the Righter 0'; Hills, any of the 23 Ravanul'l nhtrlct Offlcu, or by calilng the ,p.dBI Z4.hour
a",iw.rlng ..r\,/lcII nUlilb.rfl for forllts ortJorlnOI In Pennlvlvnn,\a 1.800.'~6&::-205Ih outsldfi Pllnnsyl\,/nnla and
with]n local Harrhbtlrg 8r08 017l 787-1\094, TOO. (717) 7'12,-2252 (Heal'1ng IMpaired Only),
Any parh In Jnterellt not lathflld with thl llppralsea.nt, allow~mc. or dlnllowl!mce of deductions, or 1I.......nt
of tall (Jncluding dhcount or Interest) I'll Ihown on this Hollce MU.t Lbjoct wlthJn s]xty (60) dllY' of r.oetpt of
thh NotJc. bYI
Hwrltt.n protelt to the rA Defll'ld.ant of HOVllrn.HI, Board of Appoah, Dopt. 281021, tlllrrlsburo, PA
-..I.ttion to hllVI the 116Uer det.rlllln..d lit lludU of the (Iccount of the Il.nonlll repl'uenhltlvli,
Happllal to tha Orphans' COllrt.
17IZ8-1021,
OR
OR
Factual .rrorll dhco\,/urod on thlG l'luuuant should be addr.nod In writing to: PA O.parhent of Rev.nw,
Bur.flu of Individual T8X8l, ATTN: POlt Anu""ent R.vhw Unit, Dgpt. 2806011 Harrhbuf'SfI rA 17128.0601
Phone (717) 787-6S0S. Se. pago S of the booklet "Instructions for Inh.dhlnca Tax Return for !l Ruld.nt
D.cedllnt" (REV-IS01) for Iln aKplanatlon of adlllniltratlvlly corr.ctabl. orrorl.
If IIny tel( due 11 pllld within thr.. (!) cahodar IIOnth. 11ft.., the d.c.dent's daath, II flvlI percent (5:0 dhco~'"t of
the taK pllld II allow.d.
Th. 15:< 'nil< allnuty nun-parU(lJpatlDfl pentllty 11 cOllput.d on tho total of thl ta)( and IntI/rut an.,.edl and not
PAid b.far_ JlJnuftry \8, 19%, the flrlt day afh,. tha l;lnd of the tIIx aane.ty periOd, ThIN non"particlpatlcn
renal ty Is !lPpllalable ln the lalG aaMAr Md In the tho .u. tI.. period a. you lolould appoal the tax and Int.r'lt
that hat be.n !l.....ed al Indlcat.d on thl. notlc.,
Int.rmlt h ch~rgad beglnn\ng ~dth fint dny of dosllnquumcy, or nine (9) 'IOnth, nnd on. n) day froa the \lah of
dlath, to the data of pay..nt. Tax.. which bec.,... d.Unqu.nt befo... January 11 1982 bear lntlrut at the rat. of
lhe (6:0 pllrclnt pu annuli c!llculat.d at a dlllly rah. of ,nnOlM. All tl;l(U whIch bllca.. dollnqu.nt on "nd of tar
January 1, 1957. will boar lnt.ralt lit a rata which will vary frOM cal.ndar yallr to calendar y.ar with that rata
ftnnounoed by tha PA Olllparhnmt of Ro\,/anua, The appUcabla Int.rut rat.. for 191\Z through 199B IU.1
'!!!! Intarest Rata Oalh IntClrost facto.. ~ wter8lt Rah Dally Int.,.ui. F!lctor
198Z 20f. ,000S48 19&1 9% ,000Z47
1983 16% ,0004:58 19&8-1991 11% ,000301
1984 11% .000301 ,.., 9% .000241
19B5 15% .0003~6 1'93-1994 7% .oooln
1986 10;( .000274 19'J5d9'i1& 9. .000247
uJnt.,...t I. calculated al follmul
INTEREST " BAl.ANCE OF TAK UNPAID X NUn8ER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlu IUll.d .Her- the tllll baeoa.. dtillnqu4N\t will r.fhct fin Intor-nt ulculatlon to f1ft.GO (lS) daYI
b.yond tha d!lte of th_ al......nt. If payaent 'I lad. after the Inter..t cOMputation datI .hown on the
NoHo., addltional Inhr..t au.t b. calc:ulat.d.
;1
PAV~NTI
DtltlOh tnM top portion of thh NoUoe end 'UbMit ..Uti ~our P..,.."t .ade PI~lble to the n....nd lIdclrl"
prlnttdon the rev.r.. .Ide,
If RESIDENT DECEDENT .akl Clhlck or IIMIlY arMr plytlblll tOI REGISTER OF WILLS, AGBNT,
If NOH'RESlDEHT DECEDENT ..k. chock Dr ..... ordor .....,10 to, CO""ON~EALTN OF PBHHSVLVAI4lA,
REFUND (CA)l A r.fund of a ta~ Clrldlt, whl~h w.s not r.qultt.d on thl '1M R.turn, .ay bl rlquelt.d by coaplltlnt an
"APfllI~at1on for R.fund of Plnn,ylvln1. !nhlrltenClI and Estlt. TfllC" (REV~UU), ApplicIUon. Ir. 1".lhbll It
the Offl~. of the R.ghter of Wills, any of thl 21 RI""nu, t1htrlct Offlc.. or frM the D.p.rt..."tt. 24.hGur
aniw.ring ..r"lo. nUMber. for for.. ordering I In p.nn.yl",lnla l.aOO~362~?050, outlldl P.nn.ylvlnll
and within 10011 Hlrrllburg ar.. (717) 7a1~'094, TDOI (717) 172~l252 (Hearing Iwpalr.d only).
flEPLV TOI
OuIlUon. r.gardlng; "rort contllnld on thlt notlc. .hou1d b, addrt"ld tOI P' Dlp.rt.lnt of A.vtntHf, lureeu
of Indl",ldua1 Ta~I', ATTHI Pn.t A.......nt RI"ltw Unit, D.pt, ll0601, Harrl.burg, PA 11120-0601, phone
017> 711~650S.
DISCDUHT I
If any ta~ due I. p.ld within thr.. (3) e.l.ndar lonth. aft.r the dlced.nt's dlath, . f1",. p.rCl.nt (IX) ul.count
of the ta~ paid I. allow.d.
PENALTYl
Th. 151: ta'" ..nuty non.partlCllpatlon penalty It eo.putlct on the total l)f the tflX and Int.r'lt ......ed, tnd not
paid before Jllnuary la, 1996, the first day afbr thl Ind of thl tl~ a.nnty p.r1od.
IHTEREST I
tnt.r..t I. charged blglnn1nl with flrtt d.y of dll1nquenoy, or nlnl (9) .onths and on. (1) day frol thl date of
duth, to the dfltl of ply..nt. TaxII which b.ca.. d.Unquent baforl January ,1, 1982 btar lnt,,"t It the rat. of
thc <6:0 pareant par annul aalcul,ted at a da.l1y rllte of .000164. All tl~" which bIClI.. delinquent on end .fter
January 1, 191;! will bur tntar..t at a rat. wh1<<:h .,.111 vary fro. callndlllr vllar to oallndar y..r MAth that rat.
announo.d by thl PA O.partnnt of R."enue. Th. appllcabl. Interllst rat.. for 1912 through 199. Irtl
V.ar tnt.rllt Rat' DI.I1y tnt.rllt Factor Vllr tnt.re.t R.te Dalh Intarllt Factor
1982 20;: .000548 19.' 'X ,000241
1913 16X ,000431 19...1991 11;: .000501
19.4 11;: .00OSOl 1991- 'X ,D00241
1965 13X .OOOS" 1993~1994 7;: .000192
1986 lOX .000214 1995~l'" 'X .OO0l47
~~Intarllt I. cIl~ullt.d a. followsl
INTEREST \ BALANCE OF TAX UHPAID X HU"BER OF OAYB DELlHQUEHT X DAlLY INTEREBT FACTOR
I
R-Any HetlClI 1..u.d aftlr tha tax h.eae.. d.llnqulnt will r.fllct on Int.r..t alloulatlon to flft'ln (lS) dlY'
b.yond the dati of the ..'.....nt. If paY.lnt I, .ad. .ftlr the Inter..t cOMputation date .hown on the
Hotlc., addl110nal lntaralt aUlt b. calculated.
8, BDWARD FRANKLIN ALEXANDER, BONNIE LORRAINE
ALEXANDER, FLORENCE BLANCHE ROWE, and SHIRLEY ALICE ALEXANDER
desire that this Family Agreement make unnecessary the liIing an accounting in the
Orphans' Court Division of the Court of Common Pleas ofCul11berlnnd County,
NOW TIIEREFORii, intending to be legnlly bound, the pnrties do hereby:
1. Waive the filing of an nccount of the ndministrntion of the estatc in any court;
2. Declare that the undersigned has examined the nllached inlormnl account (and
statement/schedule of distribution) of the executors; finds it to ,be true and correct In all
particulars; accept and approve it with the same force and eITect as if it had been prepared
and flied with, audited, adjudicated and confirmed absolutely by a court of competent
jurisdiction; and as if the balance of principal and income had been awarded by the Court
in accordance with the statement/schedule of distribution;
3. Warrant that the benel1ciaries named in the illformnl account and
statement/schedule of distribution are the sole remaining parties in interest in the estate
and entitled to receive the entire distribution thereof in nccordance with the informal
account and Statement/Schedule of Distribution;
4, Warrant that the undersigned know of no outstanding and unsatisfied claims
against the estate;
S. Approve the distribution of the balance of principal and income shown in the
informal account and statement/schedule of distribution to the persons set forth therein;
6" Absolutely and irrevocably release and discharge the executors, and their heirs,
personal representatives, successors and assigns of and from any and all actions, liabilities,
claims and demands relating in any way to their administration of the estate and
distribution in accordance with the informal account and statcment/schedule of distribution
and without a couli accounting and adjudication;
7, Agree to refund to the executors any amount of the undersigned's distribution
which exceeds the amount to which the undersigned are entitled as the executors shall
determine;
8, Agree to indemnifY and hold harmless, the executors, and their heirs, personal
representatives, successors and assigns, from and against any claims, liabilities, loss or
expense (including costs and counsel fees) arising from any cause whatsoever, which the
executors may incur as a result of the administration of the estate and its distribution in
accordance with this agreement including, but not limited to, any liability for any federal
estate taxes, Pennsylvania Inheritance tax or any other death taKes, and any federal or
Pennsylvania income taxes, and Pcnnsylvania persond property taxes, together with any
2
~:
67 Spring Road, Carlisle, P A
Net proceeds from sale 75,582.35 ,
Less settlement charges 2,091.84
Pay otl'mortgage Farmers
Trust Company 8,S72 IS 64,918.36
<',.
Miscellaneous:
Inheritance Tax Refund
S99.22
Total Receipts of Principal: 72;997.47
DISBURSEMENTS OF PRINCIPAL,
Debts pf Decedent
06.04-97 PPL (Electric) 89.53
06-04-97 Bon Ton 121. 95
06-06-97 State Farm Insurance 84,75
06- I 9-97 TV Cable 54,28
06 I 9-97 Borough of Carlisle
(Waler/Sewer) 14,20
06-19-97 Mountz Jewelers 38,64 I'.,
06-19-97 VGI 246.00
06-19-97 Boscov's 216,95
06-19-97 Financial Trusl Co, (VISA) 443.54
06-19-97 Sprint 62,19
06-24-97 Darlene Moyer, Tax Colleo~or 305,00
08-06-97 VOl 1S3.33
08-07-97 Borough of Carlisle
(Water/Sewer) 40078
09-12-97 State Farm Insurance 91.00
09-12-97 TV Cable (final cable bill) 26,93
09-12-97 Borough of Carlisle
(Water/Sewer) 11.82
09-12-97 Sprint (final phone bill) 44.41
09-12-97 PPL (Electric) 96,08
10-15-97 Borough of Carlisle
(Final Water/Sewer bill) 21.82
10-15-97 PPL (Electric) 14,68
10.27-97 UGI (Final gas bill) 59,39
10-27-97 PPL (Final electric bill) 11..25. 2,249 ~2
Exhibit "A"