HomeMy WebLinkAbout97-00438
Eslnto 01 ...m____,_'LiHmil"!, .k'_.JLiL\:,yS!l'. ,
Cumberland ,
Register of Wills of kl!lltCOOt0X County, POllllsylvarlla
PETITION FOil GR^NT OF LETTERS
No,..~~L:-(tl- 1.* Q.td___
01.0 known os ,__._._._______,__,___.".,.......~._'..'.'
..~._. _____~_____.~_...._.__._~._~..._~_.n~~_ .m_T_~_'_ ..-.....,---',---
. .on._' DocoaRod
Soolol Seourlty No. 332 - 2 8.. 5 905
Debora .J. s~htf3h_
FOijtk;'WII.)~wh~'1i1V(;~/i- nr~gii -olojJ;f~ ;pj;iYffa-, In/: --~-- .. .,
(COMPtE TE 'N on '0' OELOW:)
. -",~~-.~-_."--""-----'---"--'.."-
o
A, PlChalo and Grunl ollollol' "lid nVOIlhall'lIll1lonol(S) IR/a,o Iho "'oclIl_".~ Mmed III the Lasl Will (lllloe
()eoodonl, dalod...."..,_....,,_ ,..._,..,,_,.. _.ond codldl(s) dnloR. --- -.-
_~_._____~________.. _..__.. ... ...w .__..~_._."._... .-.-<-.-
__ ,.......,_'''__________.____....''.n__'.._._
_ .__ ~_...._~__.._........_..__'Nn~_'___'"'' .....--
. __.____..___+~____.___" --_.... .~~~~m.~-_~'_~ -. -. +---- -~-. 8Inl~'nia-vi\;,itji r.-u~.i,~n~~.'.i,. o,-;;ll;rw-l;ii~n:~doRthQf .1I.cIlIQr, .to
EKcopl ARlal/owl, Ilnc4J<lonl did nol IHnllY, Wft& 1101 dlvolend nnel didf\Qt hnvo n ohlld hOIll or ndoJllod nllor olCooutlon 01 tho dOCU010nll of(olOd
lor plohRto; wnl not tho vie 11m of n kUling nnd WAS /lol,lor ndjqtllt.nlort lllnnJln(lllnl()(t~
ll\!
0, G,onl 01 \.0110" (ll Admllll.IJnllon
n.."".__._~_+_ . '(eX n-~ i1 h' flc-i 'H-;- pnndnn'tu'iiiit','ritifnni; "hS~.nti,,:+di;;;~.-,;;ino,ii;leT~-------~.~'---
f'otlllonnr(.) 01110' 01 P'"PO' so",e1, h.,/hovo osc(lIlnlllOd 1100 llocodollllollllO Will and WOR Ru,vlvod by tho lollowlng 'pot/so
(II OilY) ond hohs:
['-."~'-----'-NA~~ ~.- .... -..--. ...---~... . n...~n'" ... f;.;ioil~~ ;i;ip'''''.--'''''-.'''--'''-' ..---fi;;~ldonc;;.---.--~-1
'~~b~~-;~' S~h.l~h---"-"'- -~.~~.t;t~r.. ..........."----,,,.-.... "3TffWaTii-ut st. PO'l36Xl13
.__.",.....,__.___,....__........._...__..'..' .9. .,.,.. . ".._.._,.." Columb.i.a+--.EA...D.~2....--...-
...Gao.r-~,-Ha.r~.y...._. ..____.. ..Bro,the.r... .._..... L , . _.. 14_7.06..I~ c e ~ s i ~.L.....1~1:!.i r a d a, C 1\
4902 Carlisle pike #115 90638
.J.ames.,M...,Jiar.v:e}'..._....."..~...__ ...Son ..... ,.,..--' Mech;nT'h::"stnrrg-;-'f";a;,.-tw'~'
.rii!;.h~_!.Q..I"..QQQREl..__._... ,_.J),aug.hter ""..____ ...",. (i).8.Q",Q.i.i.LLi s l-'LP.J kel,..1QJ;". 5 2 3
Mechanicsburg, PA 17055
~--~_.._...__.--~--_.._~.- ......- .------.-.-- ----............-.--.-
_._...------.~_._---~._--_..._-~.-
(GOMPl.ETF.IN AU. CASES:) Allnch nclditlonnl Fillonl!; if 1l0cfI,uimy.
Doc.donl wo. domlcllod RI d.olh In."._.Gumberland" ......_.Counly, Ponl\sylvanlR, willi hls~lOII..t fRmlly 0' prlnclpol
,..Id.nco 01 _,_42S_.w...l,m\.t" ..Ro.t...t.om Roa,d,,. Sh i p.csns.bllL'CI, ,PA..l.725'1..~,_____, - ..----,-
II!!'I lIlInol, Ill/rullO' nrld munlr.fpl1l1tv)
O.cadont, Ihon__6.Q.. yoo" of .go, dlod, MaY.LS ... , 1996., 0162.5 ".Waln !JtnBQ.U.Q.llL~_~h_tp,Ren s h!! rg, P A
(Iocnllon)
Ooentlonl 01 donth o.....nocl propOlty wltil ostlmnlod ...nluf!!; EU lolloWFi
(II dnmlr.lI\Id In PA ^"IHJI!'.ollnl ,,'opOI1)',. .
(II not dOlllldlod In PA r'OfflOllnl IHopurly In Ponnsylvnnln_,
(II nol dOIllIr.llod In PA POIl>ounl "rorOlly In CQunty,
VnluA of ronl or.lalO In Ponnfiylvnllin
Tchd "
Runl Eslf1lo r;llunlod os follows:
, $ '1, OOO..D,(L.....____._
$ -.-, ,..- ..- ..,.,,"----
$...:,
", $ ",,- ..---.-,.-"",-..-...."
$ --!i, 0 0:r...J}Q;~_-==--=
Whorolof, Polllionor(s) fOlipoc:llully IOflU011(fl) HID "rohnl" of 11ln 11l~1 Will nntl Cocllcil(1i) pf"rHllllod with Ihls Polltlo" nnd 1110 Olnnl olfotl(lll In
lho nppruprlnto 101111 10 Iho UlalorslgflOd:
[~~~=~.~==.~~=~~..~~;'~~I;:;~=~~.... . .....
_.MaR_.:1:__S.cJlL.dk___._.""._..~.__
.., ."".....-."..~--"."...-.._.-."'-------_."'., -....- I
TVpod or p,lnlod nomo and ,esldQncn
__~__~..__........ ..... .._._~_....__ ... ,on .~_____~__._.__~.______'_... -____._~,..._..__....
------~-----~.__...".-----~.-.._._.._-~.~..."........_._.~.-.-......-
I}Qb/;>.l;...J.-,Scil.1.4ln..,..----" .,,,
.3.38._fu'l.10J.tt..S.tu ,fiL.nQLlll.t.__9 0 1 u m b i ~,' P A
17512
.~-_._---~.~--~,_...__..-.~.._----_.._._-_.--~-.-.-,............ ....---.
-------..,_._---~- ----... _._._.~~-_. --- _._----_._._-~-_..... . .~
_._~__~_____......_m~______.___.._
I\Wl
Oalh of Porsonal Hoprosonlalivo
Cornnlonwealh 01 Ponnsylvanln
County 01 Lancastor
Tho I'etltlollor(s) ohovu IWlllOd swum(s) alld olllllll(S) tllllllho slatoll1onts 1111110 torogo!ng I'otllion tHO truo
and corrocl 10 Iho bost 01 tho knowlodOfl and hollol 01 l'otlIl0Ilor(8) omt 11101, os porsonolroprosonlolivo(s) of Iho
Docedent, Petltlonor(s) will woll olld trllly admllllSlur Iho oslolo occordlllolo law,
. . . 6.16c{,;\., .'J ,~(!iJ &.11-,__,__..._.,_",_... ".___",,,
Sworn 10 and allllmod alltl sUhscrlbed
)2'<
beloro mo l~_,,__,:::_,,_.,.__. day 01
~ 1997
:~~~=~--"~:._?c!~"9~:._...
Chj~y Register
DEcnEr: OF RF.GISTEn
- '----_._-._..,-_......_".~........_._-..._---~_.~----_.. ..'.
. .-.-._-_. -..-.-. .-.-. .-~._----.-.._~.. --. - .--- .'... .~..__.
E sloto ol___._.__._qj~.!m!L~_~-'-.!i<,:lIYt1 Y ._" _ ,.. ,.,."_.,,...____.Iloco asod
also known as"___,,_._~___,_,.,,'""_,.,,.,,_._'",.,... '___""'__'""'_,__",
No, -__2l_.=-".21-=-.AltL____.
'..---. _.-~-~..._-._-..__.._--------_._---.,---
Social Secllrlly NO:__.3.l2.=28,~.59.a~i,_,_."". Dale 01 Dealh: -.lliLy....1.a,__.1.9.9.Ii.___..h____
^ND NOW,.._____._._"M~,Y ..1 "'..__n 'm . ...,,,__,.._, 19,9,7"." In conslderolloll 01 the Pellllon 011 Iho
roverse side hereon, sallsfaclory prool havlno beell presenlod holore 1110,
. ..- .... --- _.~_.__..---_._--~--~.__._-_.- -
--..,.--.----~.~--., ._-. .. ...----.-.--.-..... ._.~,... ..... '. H.H...... .._,_..~._._....._. M""
- -- ,'. .--.........~...---....---_.._~__*~~___._n~_,_
In Ihe above eslolo and thollho Instrumont(s). II any, datod
dl.lscrlbed In the Polltlon be odl11l1lod 10 probato a/Hl f1lod of ;oc~;di,s Iho ia.s.i"wi,i"Ot [)oc;;(j;;i~~--..--.""--.--"--.--
FEES
Leltors """
",.,.".,.",.,...."",,,.
$__25...0.0_." '__
Shorl CeI1lflcOles(s) ,(,3,)" ,,,, $______~..'"9.Q._,,,
n<lnunc1alion,,,,,,,,,,,,,,,,, '''''''' $---.-.,5...0,0,.._ ...
Extra Pagos ( ) .."",,,,,,,,,,, $____"."",,,.. p,..
"""""'''''''''''''''''",,,,,, "",,"" $____..,,,.,,,,__,,,,,,
I,T,n.""""",,,,,,,,..,,,,,,,,,,,,',,,,, $_____,
JCr Fee,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, $___~..,QQ,...
Inventory,,,,,,,,,,,..,,, """""'" $____"...,,"".,__",__
Olhor "",,,,,,,,,,,,.. ""..", """ $____.."__,, ___.,.
TOT^L""""" """",,, $=!lA,-O.o..."",
7/!J&~<=.C1.L.JJ~ c:I ,ry ~~''-,
-r no&fil.~
. MARY CLEWIS
(')0 '
I::; ITI '" ",:'0
^lIornoy: _,Micha.el. S. Clral5"~ 'E:\>0 uiJr"f,l, ":';
I,D, No: "'--55981-., '__""'_'_" ~_"._._______
Mdress: ..-3.2.7,J,p_GJ1Jlt _.1;Lli~.L_-;:.".. ________
- "-'. ,-, ,Co ll.lml:d"a_,,, EA._l.15.l2_.,_c.L,..,.________,
f':
T 010p110no: 71 7-.6114 dl422____:._____.LL,,,,,.,__~:JL_,__
. 0'/
IJ^,EIIIEIl:
MA Y1')!_~~97'h.
Mailed letters and order to attorney on ')-15-97,
Docedent's Complete Address:
~Si.RmA[)O.Ri'S.S..' ..,
105 Rehobeth Road
C1iYShippensburg ..
-----.--.-
-..~ ...._~~~~_._=.,~-==~
PII ~17257 =J
l~
Tax Payments and Credits:
1. Ta, Oua (Pogo 1 L1na 191
2, Crodils/Paymants
A, Spousal Poverty Crodil
8, P,lor Poymonls
C,Olst<lunl
(1)
3,
Tolal Cradils ( A t 6 t C ) (2)
InlerosVPooally Iloppllcahle
O,lnlerosl
E, Ponaily
4,
TolallnlarosVPonalty ( 0 t E )
If L1no 21s graator thon L1no 1 tUna 3, enler tho difforanco, This Islho OVERPAYMENT,
Check box on Page I L100 20 to requoat a refund
(3) ---0--
(4) ---.--
(5) ---.--
Make Check Payable /0: REGISTER OF WILLS, AGENT
. ..., ... - -'.'" . ., - ... '-".." _.': r
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1.
5,
IIl10e 1 . L1no 31s graolo' than lIno 2, onlo, Ihe difference, This Is Iha TAX DUE,
A, Enlar Ihalntore91 on Ihot" duo.
(5A)
(58)
B, Entor Ihololol 01 L1no 5 t 5A, This Is Iho BALANCE OUE,
.
Old decedent maka a transler and: Yas
a retain the use or Income of !tIe proporty lranshmod,,, . ,:]
b. retain the right to doslgnale who slwll uso lilt! propmty trallsferred ur its income: . ,,,,. .. ..,,, ".""" "",.. ,." [J
c, 'olain a rovorsiona,y inloro,l, or" , ,,,,,,,,,,,,,,,, """"",,,,,,,,,, " """""",,,,,,,,,,,,,,,, [.1
d. ,ocalva Iho plOrni'o 10' illo 01 oilhor paymon!s, bonofils 0' care? ", ",,,,,,,,,,,,,,,,, " [J
2, If dealh occurred ellor Decomber 12, 1982, did decede"l Iransler plOporly wilhin ono yoar of dea!h
wllhoot ,ocelvlng adaqualo considoralion? ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ",,,,,,,,,,,,,,,,, 0
3, Old decedent own an "in trLJsl for" or payablo upon doalh bank acr,ount or securily at hiS or her doath? '.,....,.... []
4, Did d.cadant own an Individual Rollromonl Aecounl, annuily, or otllor nOIl,probalo propilrly which
conlains a bon.liclary doslgnahon? "",,,,,,,.,,,,,,.,.,.,,.,.,,.,,.,,,,,,,,,,.,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,""'''''''''''''''''''''''''''''''''''' 0
---.-...
---~--
---.--
---.--
No
t1
f.1I
~
:a
fil
fil
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN,
u;;,;;-p;;rn;. oll*~LKY. I doclart thilll havu f)(amlnlld thiS lolom, inr.ludillg aCWlllli>lnylrljJ ,dl{lllultU ~nd 'lalumonls. and to Iho bosl of my knowl6dQll and blllillf, lIlt 11U6, COIra<;t 100 complete
pedal.1Ion 01 preparer ~~r lhan the p!liOndl r'lIJfIlSllnl~~~~~~n 01) InfO/ma!iun 01 v.hi(h pfl;pilllll ha~ any kllowtetluu
SIGN TURE OF PERSON RESJ\ONSIBlE FOR..FIUNG RETURN
""l\L 'J' Uc !,i~.
ADORESS Debora J. SchJeh, Administ.ratrix
P. 0, Box 11 - ~ e-1U~A 17S1?
SIGNATURE OF PR)~~~H,AJ>I PRESENTATIVE _____
~ ;J. /; .- C-:.
A :ESS MiChael'~Gra~ E~~ ire .
_ ~~7 LOCI s~;; :~":'".(';..n.~~::,~.::_,~~ 17~1? _. _
i dalos of doalh on or alior July 1, 1994 and belor. Jdllllary 1, 1995, Ihe la, ralo Imposod on Ihe nel value ollrallslars II) or for Iho use ollha surviving spous.ls 3%
172 PS, ~9116 (a) (11) (ill.
LATE
1;2 'I!DO
, "
Z
/~, L/47.)
For dalos of daalh on or oiler ,Jalluary " 1995,1110 la' ralo impo,"" olllho nel valu. of Iranslers 10 or lor Ih. use of Ihe surviving spouso Is 0% 172 P,S, ~9116 (01 (1,1) Ih)1
The statute DMOm..eM.mul a transfer 10 a surviving spouso frolll lux. and Ihe IItalulory requlrenlfmls for disdosure of assets and filing a tax return ore still applicable even if
the surviving spouse Is the only bonoficiary,
For dales 01 doalh on or aflor July 1, 2000:
Thlllax rate imposed on the nol valUtl of transfors from a dtlcoased clli1d lwenty-one yams of ago or youngor al doath 10 or for the use of a nalural parcnl, an adopllve parent,
or a slopparanl 01 Ihe child is 0% 172 PS ~9116Ia)l1.2)1
The la, rale Imposed on the nol value ollransfers 10 or for Ihe u'o ollho decedent's linoal bon,fielalles is 4.5%, e"eplas noled In 72 PS, ~9115(1.21172 P,S, ~9116(a)lll1,
The la' rale Imposod on Iha nel valuo ollranslers 10 or lor Iho use of Ihe dacadent's Siblings Is 12% 172 P,S. ~9116(a)ll,311 A Sibling is dafinod, under Socllon 9102, as .n
Individual who has allo.sl ono parenl in common wllh Iha docedenl, whother by ',Iood or adoplion,
ITEM
NUMBER
--
A. Fun.,al IMp.n'.'1
1. Myers Funera 1 Home,
UV.ISI1.h (1."1
~:i!t
COMMONWeAltH 0' ,eNNUWANIA
INHU"ANCI 'All ftEJUIIN
MUIOfNT PI!CIDt!Nf
SCHEDULE H
FUNERAL EX"'ENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PleaN Ptlnt or Typ.
JAMES L. HARVEY
21 ~.1997-0438
_-1_, A~.OUN~=~
DHSCRIPTlON
Inc.
5,944.41
8. Admlnlatrotlve CO.tal
A.
C.
1.
2.
3,
4,
5,
6.
7.
8,
1.
2,
3,
Personal Repr..entollve Commlnlon,
Social S.curlty Number of Personal Rep".entatlve,
Year Commlulon. pold
~
Attorney fe.. Ni kolaus Ii. Hohenadel, LLP
656.00
family exemption
Clolmont
Addreu 01 Claimant at, dec~clent" death
Street Addr.u
Relotlon.hlp
City
Stale
Zip Code
Probate Fee. Register of wills of Lancaster County
Register of wills of Cumberland County
Mlte.llan.ou. Exp.n....
20.00
44.00
Joanne L. Meiskey, Notary Fees
NikOlaus Ii. Hohenadel - Reimb. for 2 Short Certifs.
Register of Wills of Cumberland County
Inventory Filing Fee
Register Of Wills of Cumberland County
Inheritance Tax Return Filing Fee
4.00
6.00
10.00
10.00
TOTAL (Allo enler an line 9. Recapitulotlonl
S 6,694.41
(1/ mar. .paee I. n..d.d, In.ert addlllonol.h.... 01 .om. .1...)
\,
!i
~
1'1!1\1.1'~H
IRA StatclIlenl
o CeIlU.
Retire",ent ACCOllllts Cell
1800.225.8292
1800.622.0176
P'oe
lull
Septuml..r 29, 2000
f) Visit us on.Une
W'NW,pionoorfunds ,com
PGI IRII CUST FOR
ESTIIT~: OF JIIMES L, 1IIII1VEY ImNfo: OF
;'IIMES [, IIMlVEY DEC' D
C/O MICIIIIEL S GRIIB-NIKOLIIUS & 1I00IENII 1lI':L,
32'1 LOClIST ST
COLUMIlIA, PII 175.12
t. Your R.pres.ntellve
Inn I 1III/I/NOIIl KI NNIII/
I/IICKIII ASSlICIII II S
YIIIlK
:1!I~IIIIlIl\lWIJ"'JIlIJ
\'IIIlK,I'A 11~m
1!,li1, ~!XJ!; ,01101
TolfllVfllue
., of $f1plomhcf 29, 2000
We've made more improvemenlfl to yow accoLlnt slalement. The "Overview and Activity,j of your relirernent account is now organized on
one page, And, for your BAsy relerenoe, your account number also appears several',",e., Onlhe bock 01 enr:h page you con find tlelpful
delrnrtioos, including llow change in value " calculaled, II you have qUestions, plesse call Pioneor all ,600-622,01 '76,
Retirement Account Summary
Assol C1UfI'Ory
Fund Nam!
Growth iiiliTl'nconlo
!!\1!:II!f1.!I:Cl^SS "--------
Account
Numha,
Janu.tV 1. 2000. Septllmber 30,1000
Addlll... Withdrawals mHUtltilt In Value
n,I!!!!". Valllft + VII.Ho-Dft1e Vear.to.DlIla . Vn'-lo-Date . lotal Valt.!..____
$0.00 S4,66fl.O? M n6!i.O? $0.00 _.~
$0.00 M,66;,01 S4 66fl.02 $0.00 IUO
001,61011I1',101
~~tt'ent l!!lftrter T otftl~JIIJc1.201!!!.~'!J!!.~",bor 30, ,0001
Retirement Account Ovel'lJiew and Activity
Jallu,ry 1, 2000. Seplember 30, 2000
PIONEER II.CLASS A. Overview
Account Informftllon
Account No.
AccounlOponOato
@-G2071moz-
00120/2000
Owner
rmlfli\WSTT1l1l
r SIAlI Of' .JIIMES 1.IIAIlV[Y n1Nf' Of'
.J^Mf'S I. IIAllVIY IIf'C'1l
C/O MICII/lfl. S GIlIIIl-NIKOI.AUS &1I01IrNAUH
32/1 OCUSI Sl
COl.lIMIM, I'll 17!112
Ea,nlngs Summ.rv
Ullildond!
Short 'form CAJlllal Gain!
tonll TIIrm Call1lall1airl!
Paid Voar.1 o.Ualo
$0,00-
$(1,00
$0,00
VUI.to-Oale T,ftns.clion Activity
lloUM Sharo Numhor I olEtlShnrns
Oato 1rllnsAcllOnlloscrtlhon Amount ; Prioo of SharoB OW/lIltl
~, 1 Be Inn In D.I.nce 120,61 O,lIlIlI
OOfIR,I10 OrCHI'l or ^sms M,665.01 10~,660 1O~,060
mOM 601,O!l6I;3~8J8 $ 11 ,86 104.060
wao UINl1ICI^flV OISlIlBUllON 666,Oi' :06 '104.060 0,000
1I9 Endln. B.l.nce 6 O,lIlIlI
lolaIAr.r.olllll
Valuo
SO,lIO
$O,lIO
1111~llllilllllll~11
...ole 11"0 Ot.\l\lI.... ....1144 Ulltt
II".....
/..:.:,- t);i~ ' f') /(k/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIV10UAL TAKES
HflERlfANCE TAM DIVISION
DEPT. 2110601
UAftRISBURO, PA 11128-0601
NOTICE OF INIIERITANCE TAK
APPRAISEHENT, ALLOWAI~CE OR OISALl,OWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-05-2001
HARVEY
05-18-1996
21 97-0436
CUMBERLAND
101
E~<- ~_~~~-~R~~_ltt=-=~_J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: is'4f-EiCAFii- fi'Fiio Y- iiii'ficE - -oF" i:"NHEififiiN"CE - 'fAx "APpiiiixSEHEN'f;- A r.i"owAifcE -iili- ---- - - -- -- '. - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES L FILE NO. 21 97-0438 ACN 101
MICHAEL S GRAB ESQ
NIKD~~US a HDHENADEL
327 ~.~rrl!ST ST
COLUMBIA
PA 11512
ESTATE OF
HARVEY
TAX REIURN WAS, (x) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Held stock/Partnership Interost (Sch!lldule C)
4. HortQ.g_./Not.~ R.c~ivabl. (Schedule OJ
S. Cash/Bank Deposits/Hisc. Personal Property {Sohedule E)
6. Jointly Ownod Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
11)
(2)
(3)
(4)
(5)
(6)_
(7)
_..J!J!..
,00
.00
.00
6.694.41
.00
,00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens.s/Ad~, CO$t$/Hl$o. Expenses (Sohedule H)
10. Oebtv/Hortgage liabilities/liens (Schedule X)
II. Tutal Deduotions
12. Net V.lue of Tax Retur'n
13. Charitable/Governnent.l Bequests; Non~el.ot.d 9113 Trusts (Schedule J)
14. Nat Value of Estate Subjuot to Tax
If an asse\1sment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of 6bh returns assessed to date.
ASSESSMENT OF TAX:
IS. AMount of line 14 at Spousal
16, AMOunt of line 14 taxable .t
17. A"ount of line 14 at Sibling
16. A.oul,t of line 1(. taxeble at
19, Prinvipal Tax Due
r~
DATE
NOTE:
rat.
lineal/Class A rata
,..t.
Collateral/Class 8 rate
--------ofECE'Il'r-.- -
NUNBER
DISCOUNT ( +J-'-'
INTER~ST/PEN PAID (-)
6,694,41
.00
(11)
112)
113)
114)
(9)
110)
115)
(16)
(I'll
118)
.00 K
.00 K
.00 K
,05 K
l'J, ~
5~/~
uv.lt4/ n u, lll-UJ
JAMES
L
AHOUNT PAID
DATE 02-05-2001
NOTEI To insure proper
or.dit to your a~count,
sub~it tha upper portion
of this for~ with your
tax pay.ant.
6,694,41
6.69(,41
,00
.00
,00
19 will
00 =
06 =
00 =
15 =
.00
.00
.00
,00
.00
1191=
TOTAL TAX CREDIT . OO.~
BALANCE 0-': TAX iiUE ~-~----:o;-
INTEREST AND PEN. ,00
-~-_._----_..-
TOTAL DUE ,00
~--,-~---_._- -~_..__..__.._-----~.._...-
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAl. INTEREST,
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF TillS FORH FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
N.... of Decedent I CAf.-L C,
o.te of Death I S (<K(j7
Will No. C] "7 -1'7 k,
f3lA;vD1
Admj,n. No.
Pur.uant to Rule 6.12 of the Supreme Court Orphans'
Court Rule., I report the following with respect to compl~tion of.
the administration of the above-captioned estatel
1. State whether a~inistration of the .state is completel
Yes~ No
2. If the anllwer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No. 1 is Yes, state the following I
a. Did the personal r.pr~entative file. final
account with the Court? Yes_____ No ~.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did t.he personal representative stat" an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
'2C; 0\
ell ^ n-.
'""I _ W v "
CRAt~ v,. '".;?,~N""
I ~ c...e MI. ... 'f)1-\~
~""Q !-J'l,po.ll<lll
\
G "..1 C tfj,1AjJJJT
Name (Please type or printl
2 2~M l27'1 S"T
,I./1?w C{/"'-\IJ~Cik"J) fA- (70 7()
Addrell8
(-7n) ')ll~4bt\ 2-
(11'7) 77l(7b/O
Tel. No.
CapacitYI ~per80nal Representative
Counsel for personal
repre.entative
lMAHlrmf/AM3)