HomeMy WebLinkAbout97-00619
IJKfI'I'ION HlR IJROnA TE llnd r;RANT 01' U:TTERS
C. /YI C ;fJ~I"0 No 0:>\ - 't''l-l.ol 'L
1'0:
';:11/1/1' I~r t ~~e"'e..n
(1lso k1l0w" (IS ~--
Kegislel' 01 \Yills lor Ihe A
('onnly 01 Cl.Imltrl,h",rn... ill Ihe
('011111101l1l'ellllh oll'enllsylvllllllI
. /}"('f'(ls('d,
,~(;ci;,I,\'''(,lIrilY No, L1i. ".11 - 7'0"")
The'petillon nf 111\.' t1lltlL'r...i~Ill'd 1"l'~P(,'i:lt'ull~) I"l'PIl'\I'I1IS that:
Your lletltioncr(s), who is/arc IK years or age or oldl'r an the l'xt'(.'ul r,)(
in Ihl' IlIsl will ollhl' al,,)I'(' dee",lelll. dall'd ~ll""lj,"r 1/ n ..
llnll eO\licills) daled
,__._..~_ named
__. 199.2...
.-,--~._----~<-_..,
._---_.__._-~-_....._~_..~.
.._..___...._~__..,--_..A~
(\lall' 1"l'lnUlll i..'irl'lllll~tatll'~', ('.\~. lc'IUIIlI'i,llinn, tkalh ill l'\l'(\lIOI, rIel
DCCel"lelll "'ilS domiciled ill death in .n(4 ....be../..ncl 'n"" ..-.. ('OIlIlIYj Pcnnsylvllllill. wlt~
hl~"':lu, ~\!:t lalllily 7~.prinei~'1l1 resil~lel"~ nl~,'t --Hc.'J~>-b>Wh-. /?S;<\tJ!.~f!(lJ!I.!!.l!~.l.rlJ~,)r
..U.f.II.I'r_'l'r!~ ' ()W..>IJIf'/__(!"'1"'(f'~/<i".~n .Aw.~ t'l .n_ .~-_._'_.-.
(11\1 \ltl'l'l, 1I11fllhl'l ;llId 1ll11'\l'ipalll~-)
Dw'nde~l. Ihq\ H7 ~ yeJlI" "I a~ l!ISd,7 <4t'\~ z-.'i_.-------. 19_'lZ___.
al ~I'I 'I"r,t m>cs/tL"l", V"'/ l'n/Lj rl'f..---.'_.~--'
I'_\f..'l'pl a"l Illllllw"!, dl'ccdl'111 did 1101 marry, \\as not divorced and did not have a child horn or adopted
after l'_\l:l'lllion of the will offered for probate; was nOlthe vklim of a killing and was never adjudicated
in\.'olllp~lll'nl: _ .___~~_~_ ....._____. "_____. ______..n__.__._.__.....___._......_______.' ,---------- ,-.-~-.-.--.-...~_._~--
DCCl'lHknl at death owned properlY with cSlinH\lcd val lies as follows:
(If d"midlcd in I'a,) All personal pr"peny
(If not dornidh.'d in Pit,) Personal property in Pennsylvania
(If 1\lIl dOlllkik'd ill Pa,) Personal property il\ County
Vahll' (If Icall'slall' ill Pellnsvlvania
sillH\ll'd iI" rollow~: __M~~..,
Ll?+ oO.Q
$--'-
$ --
$._=--~-
.._-_._+.-~..._........--------
. _..---_.._..-_......_---_..-..._---_....~----~.
..--... -_.---~_.. ....--"..._~._-_.
WliI'.KEHIKE. pCliliollerCs) resl1ec'lfully
prcsl'lIlCd herewith und the grant of Ictll'l's_-.
reql~~;~~;~1~~y~f_l_he_~~~_ will ~nd c~dicll(~
(ll.',lal11l.'lllary: ildlllllll..lrallOIl ':.l,ll.; adminislflulnll d.h.n.c.l.a.)
. thcrnn.
,
"
e
.g-
., .:-
" "
~~
--:)'0
~.::
~t
;"
;)
-. ...--.--_..' --------.,.----.
~ j} /J iI!. 'I?J r ~fit'i4
- ~..m .'-.-7Illicn -.
.. 'tl:6Jt.,Io~/!J~--J" -
.~'t l./-<J~~fJJ!tI'" . u,!-.__.
__.~'_ .,f'LI:<.~h-'-')1 ._....I2.UJ:-
. _.,____... ,.c ----......-------..----....-.---...---
.------..------.- -,- --","' -,~,--,~-"-' ..~_. ..---
____.._...,..,----._._._~_. ._._..'__n______.;._.._____.
.. .---.----.....----. .-,,----.--- ...
. --... -. ---.-_.. ....----..-----...----;
- . ._,_.._..-..._.--_.._~~---
OATH 01' PERSONAL REPRESENTATIVE
COMMONWI':ALTlI 0... I'ENNS\'LVANIA I "
f. H"
COlINT\' (wt;Ut1~EB~A_~L ---
Till' l'l.'lilio1\l.:r(~lllbo\'l~-nallll'd <,;wl'~Hh) ~H "ffirm(s) thallhl' slHll'IllCn!\ in the: foregoing petition are
trul' and \"'lH1L'L't 11.1 llll' 1'K'sl of 11ll' ~Ilowkdgl' and bc.'licf of pl'liliollcr(<';) and tlm! as pcrllonal rcpresen-
11I1\\\'hll1l' tlw ahil\c dl.'l'l'lknt pl.titiollcr(~) will wl'll and truly administer till' c'itatcacl.:ording to taw.
SW<l11I '" 0' Hft,irl1\ed alld Sllh""lhc'" ~~1~/!d +!1. ~1~17L.uL7~'ff-.~ ~
b,cf()I\' "',' Il1i', (/ 2~RD da\ (\1 """'" d.. ;(."[~ ,[.//.[[1.__ --. i'
"'mULV-{h~L~ fle:'~m - . .~ -~:~~~-~= ~
It<l~ C LEWIS Recti/c" .- - .-- -----.--- 2
\ '0 _ \ ~ "6 _ ~Miv
This'is 10 u:nif)' Ihal tlH' inttll'l'lallOll h('l'l' givl'n is COI'hTd)' l'llpit'll hOIll illl,tlligil'i,d n'nitir,1lL' (If dt';\lh dlll)' filed widl
Lot'al Rl'~i.'\ltar. 'I'll(' origill,ll It'UUltillt' willll(' tlllw.u-ded In Ihr "'!.ut' ViLli \{\'l.'OId... ( ) 111 ll' 1;11' P(TlllillH'11t tiling,
I\H' as
WARNING: It Is 1II0gal to duplicate this copy bV photostat or photograph,
No,
.--jiiiiiifliiili'i';l.-
A""~~\W QfP~
/~~"~' /, ,'" ,.' ,',' "''t,'~'''','~
'~~'_ ';O:;~
i, -,,~ \;t
I J I-
II ,,,,
.. \~ L.
~~'" I >'b~,'
, ""'1"'( ",,,,:,v
..EN 1 ~],~;,.!,
'UlJ!J.W'"
tlWloU<'('~ J{J..u...~.&j,
I (ll-,d ~(~\~Slr.lt' ' f f'
Fl'(' for tins l'tuilklll', $).00
4431459
"
-'1(tK~;2r/-t.J'':)~~
(, Ili\tr r
....'___R_.~_.'__.~._,~_~,~~
"lot_It","'. VI'
C:OMUONWIALTH 0' PINN8'tLYANIA' DEPAft'MI~' Of HUUH' VITAL RICORas
CERTIFICATE OF DEATH
,,,lit"'"'
..
PlNII......,
IUC* ..
"
,WI'''_''
_ --.-. ~~~~:=--=~~;_~~:r;~-:'-:~' -7620 ~~"~'". ~---
0.-.101' H MIl'*''''''-litC#f...... '" lll'1lI'''1l1C''''.~''''''''' _....,,\<1rOI"",...._
1'~19.~19121 Al=~';A." ~-;--=:::~1. -~-~ :e:~~;-=Z;--=~~~-
~-~-.;;:.ow-;;;;~~""--~--~~ .""'""'_......Iil1l'lN..
,..~ 'MO.,........~ I
.t Pennsboro oly. S Irit 11o.~'!.1 ____. WiaOo.....__
'" ... - -m~ 1J.'!l1, _ 1It(IDlH"'~~"'1OH ....~~ ..........
.= ...II:!!' lil..O "-~:1 '~' -......
sooclall. U D , , ..... 1I-ft1tl. l'~" .j Mabel li'ort-
',IIIMMI ii~...."'cO:"L~Ctt~..-,- --.'----rwani~--.,- i1 ~ R.~
124 flo9ol.t_ Road Ml:::",,'" ...Eilllllll~ 4.. ..,.' :::_ ,..Xl ~ --." ver -~.... ,.--...
Mechanicsburg, PA 17055 ""'=::. 1r'ICcwtle.rlo.rd...-- _... ='::'1 ud.J :::==__
",,~,,'.KIoMI\I~""""'u~ ._-_.._-~- ...-- IoIOltlI....M.Uiiiiul_.........."""" ;.---..
:fr~~~~~~~Y ._._____._~._~___.h_~_____..._.__. ~.~~~=:~~...1~~ -----
~ulty '-0:..,"',..."'..----- '_.~~:j~Ji1,....~J,ZVl5
. . ~ii ~,_CJ '*-Il..........(] .. l~lJtr,_1 IlOlfWPItet .
_u __'--__<<.._______,_IJ. ' 6-28-97 Trlndle Spring c"",,tery
Cf'''''''TIWq~fi;,.~,r,c'ItIO'.iiiiiCii 1L--.lliliiiii~~-~.:--.- ~MiOiiiiii'lifM9:ItfMII~~Z"ri Funeeal Jk:Ine
...... ~ .~..- .-..,....,_.<<'-,..,w...."UZ,U,.2.L.__,--.JUdUlarEW"'" ~:!1lIii' PA 170"
:==:'=IIf_'" ..""M:~'7:.,_....,......IICCU"t<I.\IIt_'_..-d~...llN l N .0.,....1
==:-:~._---_. Oflififil--.---.----rwfrfi6ijij.ijHi;iDtltAO~;"'o.__-..wi--~- ..&ii1iUiNliiiilO~ 01
--- . . I ~ '1. L_n.1L_\;;'.-: '2 ~1_..::-_5.1.~__ __ ~rJ .._
_...__,........___...II~...ilIll~I.IIl'..._...........oIltP>e._lll.("......'"tll'I'M""II'III."*...._fUoI......- f'lUl'.. CWIII~.........-............-....
""...--~-- -,-, ~ C J-t "Ie f:::"'= ~_..._-.....-,
:E':;':' ..__._"'~A~_~"'_(-u .C~A ..(, '<'<1' l"u~u '.1 \{~~.
\ :=~:_~~:~~:?::. .,-r~__r-u--.=:====-~=.=====-
MMAUltlNV,IHOlNQIflOI/0I1l1H o.UIotHJuMY IIIIllNIMA.lfI'f' IItMlY/lllIflllON(~llII "_HOIUliUly(li;;,eUllllfD
__'~IO r.I.' jIoI......O"_1
lXM'\m;)Hc.CAUM Il\t l!un....... I J
~ 1I ..,-,^ ":J .. [I :: ~~ ::~:::::::~:: "",",_,.~"".'-''''""...i~~ ..I 1i>C:~"''''''''''''''''-'---'
... . _ I!.~__ "___..____ ....._,...._.,.__._____.. ~1IlOtS4."t " ,.
.=~~,c:t""'..."..""""4,......'......~.~I......""'......."'.....'...,........~...,.....",,,._..,,,,,,,..''','''l-J' ~.,. ~~
h"_MOo ..",_~.M_''''_''''.''W'''''''. .,..-- ;;::;'U~, :~,~'!f;~llWl .(i~_'~,=~~-'= ,
.,~...utD~11I1...Y_I't"~IAJ"I",""""I>"."","""~,,,,"''',''.I,'''''',,,,,,,'..n.""...~,1 .4A f)v ? .J(;J \::' .G..., Q"""
....._..III'..........,..IIl.....I...IIN_,....,_,....,...'.............uHllI_....''''"'....IIH II u.!.,_~.L... _f.j._.___~._.. ,,",.. -.-JH':.-....-.-1--1----
1~"'~fllIlf ~;~:~tt::~~1II wfJ,f..-vt.q
.==~:::::-~'=".::.,II"..IIlI.IO!\.II""".I""l9n.~u.Il.,,;C...""II.IlIIlIl,.,~.'","II4',IC..H144u.'..1Il.~.....~.l"'" €(1.)- tJ l.- fj,. J 1- f.
111_,""'111I".,... ,'. ... ..,,,.,,,, .,.,., ,...-. -.. ..., ," "., , 1.1 u _.~_~.J:..:.1.~_ilill_fu1.01
u~::::::"~fL~'J~~=~" .L~ l!~~~ :";;~'~~'~.~L.e4"_. ___~_,_.
75
cut
.. --..1-:: H""1~'
H -~
LAST WILL AND TESTAMENT 9' EUGENE c. McNULTY
KNOW ALL MEN BY THESE PRESENTS, That I, EUGENE C. McNULTY,
of the Township of silver spring, County of cumberland and state
of Pennsylvania, do make, ~ublish and declare this instrument to
be my Last Will and Testament, hereby revoking and making void
any and all former Wills by me at any time heretofore made.
FIRST - I direct the Executrix or Executrixes hereof to pay
all my just debts, funeral expenses and costs of administration
as soon as conveniently may be done after my death. I further
direct the Executrix or Executrixes hereof to pay all
. inheritance, estate, transfer and succession taxes which may be
levied or assessed upon any property which is included as part of
my gross estate for the purpose of any such tax.
SECOND - I give, devise and bequeath all the rest, residue
and remainder of my estate, both real and personal, to my wife,
MABEL R. McNULTY, if she survives me for a perlod of thirty (30.)
days following my death.
THIRD - If my said wife fails to survive me as aforesaid
then I give, devise and bequeath all the rest, residue and
remainder of my Estate, both real and personal, as follows:
(a) One-half (1/2) thereof to my daughter,
KAY E. HUBLEY, or if she fails to survive
me, to her issue per stirpes; and
(b) One-half (1/2) thereof to my daughter,
LOIS A. GILL, or if she fails to survive
me, to her issue per stirpes.
t~vY\
P'OURTH _ I appoint my said wife, MABEL R. McNULTY, to be the
Executrix of this, my Last Will and Testament. In the event of
the death, resignation, renunciation or inability to act of my
said wife, then I appoint my said daughters, KAY E. HUBLEY and
LOIS A. GILL, or their survivor, to be Executrixes hereof. I do
hereby give to the Executrix or Executors hereof full power,
discretion and authority at any time or times to sell, at private
or pUblic sale, mortgage, lease, pledge, exchange or otherwise
deal with or dispose of the property comprising my estate upon
such terms as deemed best, to settle and compound any and all
claims in favor of or against my estate as deemed best and, for
any of the foregoing purposes, to make, execute and delivery any.
and all deeds, mortgages, contracts, leases, bills of sale or
other instruments necessary or desirable therefor.
LASTLY _ I direct that no fiduciary appointed by this, my
Last Will and Testament, shall be required to give Bond and that
if, notwithstanding this direction, any Bond is required by any
law, statute or rule of court, no surety shall be required
thereon.
r~^^'"
0 ,oj' '-"
-. \'-,1 , n:
c. ';~'1, t ~.
~,l'; :
'. I;J
~, , ,
.
D '," i:
'l-4 '" [;)
'U 0;. (]&
a::. "
,
,
\
.
.
.
~.
.
....
I,'
-'0;
.
..
I
~
.
u
i
.
Ilf.V\"l'l~'\ltQli
I!:
It::!;~
~h
uf~
..
/.!,- . JC13 --9
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(.
~
(;()MMONWl'AL'l11 r rrNNSYlVANIA
rHPfl.HlMfNT ()f IILVIJ!L1f
OIJ'! ~B(1ll0\
11AHRISlldf{(jJ;~tuM9J,==-:f.
nl:CEOnm;NMi[ (lA$l,flllSf ANf!Ulll!JltItlillAII U511abI3l1~twoo:~\\~.,valftWilld1
F~E NUMBER
:2.'
cr
7 0 ~ q
-~
,~i)lm1'(r,
vfAA ____' _~~_
!E
w
c
w
()
w
c
Mc.No.LT'/
f,C;Ci'At'sauYiiiYITlIMllrn-----'.
E.1AG-E.Ne c:
f)AirOfiir.~'m---'~--~----'---6AiEOfiiiilli'['-~----".._--~----'---...-----,.---~
o'/~y/l't97 I I
"11f ",., i"'II'f::::~~~:SI"S "Mil 11"'. FI~', AND ,,'OOtE INI::W SOCIAL Sf(lIHIIY '~"Of:_ . .-:=_ _1~1HWTUR~~~;;;~I~~'~ ~~~~E wnH'rn\~
t)a 1 Origini\1 Hotum D 2. Supplemental Return rJ 3. RemainoorRotum (JM1IOfOO~lhp(~}lI() 12-1J62)
[J 4. LImited E!llato 0 4a Fuhlf6 Interest Compromise (ddteorooalh allllr \2.1282) D 5 Foderal Eslale T811 Relljm Requi(ed
[] {). Docedont Died Testate (Alt,);1\ C()P~ of Will) II 7. Der.odont Maintained a living Trll~( IM1I<:h r()IJy 01 TMt) __ 8 T olal Numt!er of Safe Deposit Bows
o 9_ Litigation Proccods Received 010. Spousal Poverty Credit (dalllofdll<tlhMlW~(JI\ \2.)1.9\ a~d 1.\-9S) 011 Eleclionlo lax under Sec 9113{A) (A.tti\l;hSCh0)
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
-rlAMl, - COMPlETtMAI1.lNtlADORESS
Iii
~
z
~
.,
II!
~
u
,. t. U_q/tr..........&.
FlflM NA/-,tl lif ^~lli";,'I,I~1
aU..D
:11/.:1.1. N 0"+1. 11-..'""" 'i1l"~e. t-
~r'''''~~r'' I FA '1111:>
~
1. Re.1 E,lale ISche<lule A)
(1)
,."",
.. j ~
.t''' -
'!)
2 Slocksand Bonds (Schedule B) (2)
3. Clo,ely Held COI~oralk>n.Partnemhlp or SO",-Pfoprolomhip (3)
I
'q
1,0 0 o. 0 0
1<..1
(8) , (,0 CJ 0.0 0
1, q a.' 0
z
o
S
::l
I-
~
()
w
a:
4 Mortgages & Noles Receivable (Schedu", D)
5. Cash, Bank Deposits & Miscellaneous Personal Propertv
(Schedule E)
6. Jointly Owned Property (Schedule F)
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G orLj
8 Total Gro.. A..el. (101.1 Lines 1,71
(4)
(61
(6)
171
9, Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
10, Debts 01 Decedenl, Mortgage L1abllilies. & Liens (Schedule I)
11. Tolll DeduclloOlllol.1 Lines 9 & 10)
(11)
7,' qa.' 0
q,i>Ol liO
~
~g
~!
()
12. Net Vllue olE.tate (line 8 minus line 11)
13. Charltab", and Governmental BequeslslSec 9113 Trusts lor whlchdn election to ta, has nol been
made (Schedule J)
'4. NetVllue Subjectto Tax lline 12 mln", Line 13)
15 Amounlolline 14ta,able
at the spousal tall rale , ,
See Instructions on reverse side 101 appllr.abla percentage
16 Amounlolline 14 la'able
at 6% rate
17. Amount of line 1 ~ tax.able
al15%rale
(12)
(13)
--
(14)
0.0 0
, .0
(15)
, .06
(16)
(17)
(18)
0." 0
x .15
-
'8. Tax Due
'9 C
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
una;" pIll\81lies 01 perjury, I declaro thaI I have a_amined Ihis fllluln, including accomp,-nyi;)g ~hodules and slatemenls,lII\d to thll bost 0' my knnwlMgo and ooliof. il is 1[110 COfrfl';1 Rnd complfJlO OflclaH~1ion of plflpa~6r olhof
~1i.~l1!ll.'l!!v6i~basodonallinformaliOllOf'ljhlch[)fooare/hasan~kl'pQW~ ----
SIGNATURE OF PERSON RESPONSIBLE FOR FiliNG RETURN ADDRESS
~N~ ~P~RER~ER~1R~P:l;tN~E I:J." :60~~'~Vl" dId .'fl,/-u!l1a'W<<aated- 6tv
.-.----- DATE----
~- 40-f7_
DATE
D.~d.nt'l CO!!!p'llt!_Addrosl:
, STREET ADDRESS
my
'-l nrAll'
rr
Tax Paymentl and Credits:
1. Tax Due (Page 1 L1no 181
2, Credits/Payments
A Spousal povetty Crodll
B, Pdo' Payments
C, Discount
(I) .:..
.......-
Total Credits (A + B + C) (2)
3, InteresVPenally If applicable
D, Interest
E, Penalty
TotallnteresVPanalty (0 + E) (3)
4, If line 21s greater than line 1 t line 3, enterlhe difference, This Is the OVERPAYMENT,
Check box on Plge 1 L1n.l0 to requHt I refund (4)
5, If line 1 t line 31s greater Ihan line 2, enter Ihe difference, This Is the TAX DUE, (5)
A, Enter the Inlerest on the lax due (5A)
B, Enter the total of Line 5 t 5A This Is the BALANCE DUE, (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWIiR THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRtATE BLOCKS
1, Old decedent make a transfer and: Yes
a, retain tne use or Income of the property tranaferred; """""""""""""""""'"'''''''''''''''''''''''' 0
b, retain the right to designate who ahall uae the property trenaferred or Ite Incoma; ""''','',,'''' 0
c, retain a reveralonary Interest: or""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0
d, receive tha promise for life of either paymenta, benefits or cere? '''''''''''''''''''''''''''''''''''''''' 0
2, If deeth occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate conalderatlon? If daath occurred
ufter Dacember 12, 1982, did decedsnt transfer property within one year of death without
receiving adequate conalderatlon? """"",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, """"",,,,,,,,,,,,,,,,,,,,0
3, Old decedent own an "In trust for" or payable upon death bank account or security
at his or her death? '''''''''''''''''',''''''''''',''''''''''''''''''''',,''''''''''',,''''''''''''''"""""""""""""",,,,,,,,,0
4, Old decsdent own an Individual retlrsment account, ennulty, or other non-probate property?"" 0
IF THE ANSWf.R TO ANY OP THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
No
o
o
o
o
o
o
o
. 72 P,S, S9118 (a) (1,1) (I) provided for the reduction of the tax ratelmpoeed on the net value of transfereto or for the use of the
eurvlvlng epouae from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995,
72 P,S, S9116 (a) (1,1) (II) provided for the reduction of the rate Imposed on the net value of transfers to or for the uae of the aurvivlng
epouae from 3% to 0% for detes Gf dssth on or ansr Jsnuary 1, 1995, The statute ~oes not exemDt a trensfer to a surviving spouse
from l.x, and the statutory requlremente for disclosure of assete and filing a tax return are stili applicable even If the surviving apouse
lethe only beneficiary,
FOR DATES OF ,DEATH ON OR AFTER JANUARY 1, 1995. Please answer tile following question by piecing an "x" In the
Ippruprlata space,
Old thl dlold.nt cre.te I trult or .Imtllr Irr.nglment which I. 101.ly for thl .urvlvlng 'pol"e'. benefit for hi. or her entire
llfetlml? Yet 0 No 0
If you answered yea to the ebove question, the tax on the trust or similar arrangement Is postponed until the death of the second
spouae, at which time II will be fully taxable et the rate(e) appllcsble to the remainder beneficlary(lea), Enter the velue of the trust on
Schedule J, Part II, In orderto remove II from the calculation of the tax due In this estata, You may wish to file Schedule 0 In order to
make the electlM available under Section 9113, If the election la made, the trust or similar arrangement Is taxed In the estate of the
fiflt decedent spouae, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate,
and the remainder la tsxed at the rste(s) applicable to the remainder beneficlary(les), If you choose to make the election, yoo mllet
ItI.ch Schedule 0 to a tlmely-med tax return, along wllh Schedule(s) K and/or M In order to show the apportionment of the truat or
.Imllar arrangement between the surviving spousa and the remainder beneficlary(les),
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF:
EUGENE C. MCNULTY
ITEM
~BER DESCRIPTION
A. Funeral Expenses:
I. Malpezzi Funeral Home
2. Date inscribed on tombstone
B. Administrative Costs:
I. Attorney fees
2. Family exemption:
Claimant: Mabel R, McNulty
124 Hogestown Road
Mechanksburg, P A 17055
Relationship: Wife
3. Probate Fees - Register of Wills
C. MisceIlaneous Expenses:
T91111:
FILE! NO, 2197-0619
VALUE ArDATE
OF DEATH
$ S,13MO
$ 60.00
2,000,00
$ M98.6Q
15, /c/.3-j!
IlUlllAU or IIIIIVIDIIAL TAMI.
1~ITAMCl TAX DIYISION
III". ISI'SI
_I_~. PA 1111'-S"1
COMMONMIALTH 0' 'INNIYLVANIA
DI'ARTNINT 0' RIVINUI
'*
e/
NOTICI 01' IHHIRITANCI TAK
A"RAI.ININT, ALLOWANCE OR DISALLOWANCI
OF DIDllCUOHli AlII A..IIIHINT OF TAM
",.)""'1 ai, ctt-."
GREGORY R REED
2425 N THIRD ST
HARRISBURG PA U110
\';1
DATI
IITATI OF
DATI OF DIATH
FILl NUHlIR
COUNTY
ACN
08-16-1999
MCNUL TY
06'24-1997
21 97-0619
CUMBERLANIJ
101
i:UGE NE
L. _t R..ltt.d
]
MAKI CHICK ~AYAaLI AND RIMIT 'AYMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THII LINI ... RITAlN LOWIR PORTION FOR YOllll RICORDI ~
iii'Y:ll4riif"A;ji-ili,::,,-niiiTlcni'-iiiiiiifiiAii6i-YAx-APjiRAfiiiiiNT-.--ALl"ciilAiicrbii----------...----
DIBALLOMANCE OF DIDUCTIONI AND ASIIISMINT OF TAX
IITATI 0' MCNULTY EUGENE C FILl NO. 21 97-0619 ACN 101 DATI 08-16-1999
TAlC RETUtItl liAS I C X I ACCEPTED AS FILED I I CIWlllED
RIIIRVATION CONCERNING FUTURI INTIRIST - SII RIVIRSI
A"RAISID VALUI OF RITURN lASED ONI ORIGINAL RETURN
1. R..l Eat.t. llohIIdul. Al
2. It_. MOd 1\Ind. (_1.01
I. Clo..l~ Hold .taok/P.rt..r....lp Int.r..t (_1. CI
~. Nort_.lMot.. R_lvllbl. C_l. 01
5. c._ _.it.IIlIl.. p.r.._l Pr_rb (SoIlodul. EI
6. Jolntl~ OWned PropIIrt~ l&ohedul. FI
7. Tr...ot.r. C_l.81
.. Tot.l A...te
el)
(2)
(5)
(4)
ell
(6)
C71
..v.o..
.00
.00
.00
17.000.00
.00
tOO
CSI
NOTE I To In...... propIIr
......it to ~aur _t,
._u the _r porUon
of t~l. fo... "It~ ~our
t.x ..._t.
17 ,000.00
A'PROVID DlDUCTIONS AND IXINPTIONSI
.. F....ral. E_.../A... eo.te/IU... E_... CSoIlodul. HI I.)
10. _telMort_ Ll...ll1U../U.... llohIIdul. II CUI .00
11. Total Deduotlone (11) 7.1 QR ;in
12. IIet V.l.. of Tax R..turn C121 " 9 ,801.40
15. Chotrltllbl./llo........t.l ee-.tei _-.l.oto<l 9115 Tru.to lSohedul.. JI (111 .00
14. IIet V.l.. of Eat.t. SubJ...t to T.x el41 9,801.40
NOTII If.n ........nt liS. i..u.d previously, lin.. 14. 15 .nd/or 16, 17 .nd 11 will
rllfl.at figur.. thllt includ. the total of 6JJ.. rllturn. ....s..d tD dllt..
AIIIIININT OF TAXI
11. _t of Line 14 at ........1 rat. UI I
16. _t 01 Lino 1~ tlllCllbl.. .t Ll....1/Cl.... A r..t. (16)
17. _t of Llno 14 t.xllbl. at Coll.t.ral/Cl... . r.t.. 1171
11. Prlnol...1 TIllC Iklo
TAX CRIDITII
PA'IllENT
DATE
7,198.60
9,801.40 M .00.
.00 M .06.-
.00 M .15.
C1S1
.00
.00
.00
.00
RmCEIPT
NUNIIER
DISCOUNT 1+1
INTEREST IPEN FAID C. 1
A_ PAID
TOTAL TAX CRIDIT
BALANCE OF TAX DUI
INTIRIST AND PIN.
TOTAL DUI
.00
.00
.00
.00
. I' 'AID A'TIR DATE INDICATED, .EE ftEVERlE
fOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS L~SS THAN 81, NO PAYNENT IS REIUIRED.
IF T01'AL DIIE IS REfLECTED AS A "CREDIT" CCRI. YDII NAY IE DIIE
A REFUND. SEE "EVERSE SIDE OF THI. fORM fOR INSTRUCTIO\lS.1
C
,
(!J
~TATU~_~EPORT UNDER RULE 6.~2
Will No,
Decedentl~'~/Je/7 t' LV
Deathl~!-'i lC1---
___ Admin, No. c:)/~- '/7 -- 0/1
/iJ (~ M /-fll
, /
Nanle of
Date of
pursuant to Rule 6,12 of the supreme Court Orphans'
Court Rules, I report the following with l'espect to completion of
the administration of the above-captioned estatel
State,w~r administration of the estate is complete I
Yes_.~ No__,
2. I f the answer is No, state when the personal
representative reasonably be~ieves that the administration will be
completel
1.
3. I f the answer to No. 1 is Yes, state the following I
a. Did the personal r,~entative file a final
account with the Court? Yes___ No -'
b. The separate Orphilns' Court No. (if any) for
the personal representative's account is: ,IJ /14-
c. Did the personal ['epresentative state an . /'"
account informally to the parties in interest? Yes No ~
Datel J'!5i~7
S I
. r(\~' S-e. c0M /'1
0/~i .l~ ~ er rtvr"'((~
Re~i-u V'V\ . 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 a,l tached to this report.
_ _ ~:t\-rr'-?\' JJ /Z/)
Signat:..ure ' 17 ' r--
GA.'[{O"c V ^, re E.' d)
Name (Please type or print)
J. y 2. ;3 N , '?- 1!:!1J :;rj.
Address ---
~"~ J;'5 'oV31/
Te 1. No. ' I'
'-tqt--,
611 C',
Capacity: _____personal Representative
~el for personal
representative
(M.a.H srmf/ AM3)