HomeMy WebLinkAbout97-00686
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I.AW OI'FICED
8NEl.OAKER,
McOALF.9 a El.ICKER
\
'-
.,
and mixed, whatsoever and wheresoever situated, in
equal shares unto my following named nieces and nephews I
MARLIN E. LINDSAY, JANET A. HAIR, E. ROMAINE MILLER, THELMA
L. MILLER, FRANCIS I. HAIR, 1,01S A. I,INDSAY and WILMA J.
GARMAN, share and share alike, absolutely ilnd in fee
simple.
LASTLY. I nominate, constitute and appoint my brothers,
namely, G. CLARK LINDSAY and HAROLD M. LINDSAY, (or the survivor
of them in the event that either of them should fail to qualify
or cease so to serve) to be the Executors or Executor, as the cas
may be, of this, my Last will and Testament. If both of my said
brothers shall fail to qualify as my Executors hereof or cease
so to serve, then and in that event, I nominate, constitute and
appoint my nephew and niece, namely, MARLIN E. LINDSAY and
WILMA J. GARMAN, to be the Executors hereof.
1 order and direct that none of the persons named
hereinabove to be my personal representative hereunder shall be
required to post bond or other security as a condition of qualifi
cation hereunder.
IN WITNESS WHEREOF, I, BETTY L. LINDSAY, have hereunto set
my nand and seal to this, my Last Will and Testament which con-
sists of two (2) typewritten pag~s to each of which I have
affixed my signature this If Ii, day of/(kj2;f;;;ff~"') A.D.,
One Thousand Nine Hundred Eighty-five (1985).
'O'e.tIf.U~:;~~7 (SEAL)
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix, was on thc dato theroof signed, sealed, published and
declared by BET'l'Y L. LINDSAY, the Testatrix therein named I as and
for her Last Will and Testament, in the presence of us, who, at
her request, in her presence, and 0'-?)e pr~~nce of each other,
have subscribed our numes as witn~s~;7"?~to;:>C
.~~~~~_ ;Mft,lf .../<--<-./
I
/,1", ,.j- fl.\. : ( (~!;,,^,V
(t..;.. I,
I'> ;q1.... /:J.
IUREAU Of INDIVIDUAL lAXES
t_RITM4CE TAM 0lV19I0II
O(P1. Z'''OI
HAIRR1SI~, PA 17128.06U
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
..
e/
NOTICE Of INHERITANCE TAM
APPRAISE"ENl. ALLOlIANCE OR DISALl.OlIANCE
Of DEDUCTIONS AND ASSESS"ENT OF TAM
an.\..,umm,"l
11-01-1999
LINDSAV
07-30-1996
21 97-0686
CUH8ERLAND
101
i-A.!'uni..RMoltt.d -l
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISlER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONO TH18 L.INE ... RETAIN LOWER PORTlON FOR YOUR RECORDS ~
iiiV' :Ufii- iif"Apji-iiiF99i-iiiificniF-YNiiiiiifANci-;'i\iC"Ap;iiA'iiiifiNT-;-ALi:ciiiANci-oli---- ------- -- - ---
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BEllV L FILE NO. 21 97-0686 ACN 101
RICHARD C SNELBAKER ESQ
SNELBAKeR ETAL
44 W MAIN ST
MECHANICSBURG '., PA 17055
DATI::
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BEllV
L
DATE 11-01-1999
ESTATE OF LINDSAV
TAM RETURN WAS I (X I ACCEPTED AS FILED (I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I. R..I E.t.te (Sohedul. Al
2, stClok. ond 1Iond. (Soh.dul. 81
5. Clo.el~ Held Stock/p.rtne..hlp Int.r..t (Sohedul. C I
_. Mortg.ge./Not.. R.o.lvobl. (Sohedul. D)
I. C..h/lonk DApo.lt./"I.., p.r.on.1 Prop.rt~ (Sohedul. El
6. JoinU~ Olmed Prop.rty (Soh.dul. F I
7. Tran.fer. (Sohedule Q)
e. Tot.l A...t.
HOTEl To In.~r. proper
oredit to your acoount,
.ubllt the upper portion
of thl. for. with ~our
tax p.ywent.
Itl
(2)
151
1_1_
(II
(61
(71
34.928.50
.00
.00
.00
793.79
.00
.00
(~I
35,722.29
6.010.00
APPROVED DEDUCTIONS AND EXEMPTIONS I
" Funeral EKpen.../Aa.. Coate/Hi.c. Exp.n..' (Sohedule H) (.)
10. _h/lIort,"" Liobllltl../Li.... (Sohedule II (101 .00
11. Tobl Deduction. UII
12. Net V.lue of T.. Return U21
15. Cherltobl./llover"".nt.1 8._.hl Non-.leotld 9115 Tru.h ISohedule JI U51
1_, Net V.lue of E.t.t. Subjlot to T.. It_'
NOTil If.n ........nt w.. i..u.d pr.viou.ly, lin.. 14, 15 .nd/or 16. 17 and 18 will
refl.ct figur.. th.t includ. th. total of ~ r.turn. .......d to d.te.
ASSESSMENT OF TAXI
u. AlIOUI'lt of Line 1_ It Spou.11 rlt. UII
16, AlIOUI'lt of 1.lne 1_ tl.oble .t Llne.I/CI... A r.t. (161
17. AlIOUI'lt of Line I~ t..obl. .t Coll.t.rll/CI... B r.t. (171
lB. Princlp.1 TI' Duo
TAX CREDITS I
PA Y"E"T
DAl~
07-29-1999
07-29-1999
I. .01 n 00
29,712.29
.00
29.712.29
,00 M .00.
--:00 M .06.
29.712.29 M .15.
IIBI
,00
.00
4.456.84
4,456.84
RECEIPT
HU11IU
AA378840
AA378841
DISCOUNT t+ I
INTEREST/PE" PAID (-)
.00
,00
3.662.07
794.77
AHOUNT PAID
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-30-1999 TOTAL TAX CREDIT
--"
BALANCE OF TAX DUE
INTEREST AND PIN.
TOTAL DUE
4,456.84
.00
851.21
851. 21
. IF PAID AFTER DATE INDICATED, SEE REYERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
( IF TOTAL DUE IS LESS THAN .1. NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRlr YDU tlAY IE DUE
A REFUND, SEE REVE~SE SIDE OF THIS fOMH fOR INSTRUCTIONS.I
RESEMVATIOHI E.tata, of deoedent, d~l", 00 or ~for' Dlo.-berI2, 1'82 -~ If InY future 1nt.r..t In the I.t.t. 1. tran.flrrid
In po.....lon or enjo~nt to el... B (oolllt.r.ll beneflollrl.. of the dte,dentaft,r the .~plr.tlon of InY ..tet. for
llf. or for y.ar., the c~onwe.l~h hlr.by .xpre..lY ra.,rvas the right to IPPrals. and ...... trensflr Inherltenol T,~ls
.t ttw lawful Cl... . (ool1et.ral) rlt. on anY luch future Intarest.
_OF
NOTICE I To fulfill thll r,qulr'HOt. of Sflctloo 2140 of the lnherit.net .nd Estlt. T.>< Act, Act 21 of 1995. (n P.S.
Section 91..0).
PAYMENT I Detaoh the top portion of this Hotloe and .ubMlt with your p.y..nt to tha Ragl.tar of Will. printed on the ravar.. .Ide.
--Maka cheCk or ,onlY oro.r plyabl' tor REGISTER OF MILLS, AOENT
REfUND (CR)l A rafund of a t.x credit, which wa. not rlqu..t.d on the Tex Return, IllY bel raqu..t_d by COllPl.tlnt en "Applioation
for A_fund of Pann,ylvllnhll Inheritance and bt.h Tax" UtEVMU131. Appllcat1an. are IlIlUable .t the Offlo.
of thll R."l,tar of ;..11111, Iny of the 23 Mllllnue DistrIot Offlc.., or by o.Ulng tht ,p.elal 2ldlOur
.n...rlnt ..rvlol nuablr. for for's ordarlngl In p.nn.ytvanla 1-'00-]62-2050, out.lde Penn.ylvenJa and
wUhin loc.l HIIrrltbUrg ar.. ('717) "'87-'094, TOOl 1-IOO-~~7-lOZ0 (Satvlet for tal<p8yat. ..Ith .paol.l
h..rlng IWld .pa.lntI .,..d.).
OBJECTIONSl Any party In Int.r..t not ..ti.flad with the .ppr.I....nt, allowanca or dl.allowance of deduCtion" or ",....-ot
of t.x Onoludlng discount or Interllt) ., .hONfl on thll NoUcl ~It obj.ct within .ixty (60) day. of r.o.lpt of
thh Motlo. bYI
--wrUten prob.t to the PA Deptlrtllnt of Rev.nue, lo.rd of .ppuls, Dlpt. zalD21. HarrisbUrg, PA 17121-1021, OR
--.I.ctlon to hllle the ..ttar deter_lned Ilt .udit O'f the account of the p"lon.1 rapr...ntlltlva, OR
--appall to t~ orphan" Court.
ADIIIM
ISTA.nVE
CQMftECTIOMSI
f~tu.1 error. dltoovarMl on thll ........nt .hOuld be addressed In .riUng tal pA Dlpartllant of R.II.nUII,
aura.u of Individual lI1X'" AT1": Po.t ........nt Revle.. Unit, Dlpt. Z10601, Harrl.bUrg, PA 1712'-0601
Phone (717) 7'7w6505. S.. paoe 5 of the booklet "lnwtruetion. for Inharltanc. Tllx Raturn for a R..'dent
DIIcedtnt" (REYMI501) for ~ .xplanation of ~lnl.tr.tlvalY corractlbJ. arror..
If ~Y tllX du* I. p.ld within thr.. (3) calandar .onth. .ft.r the dlcedent'. death, e flv. p.rc.nt (SX) discount of
the tex pllld I, .llowed.
The 16:< tex ..,..t~ nc;n~p.rt1o~Plltlon p11lll1lty it cOtlPuted on the total of the tllX and lntera.t ......ad, and not
peld bIIfor' Janu.ry I', 1996, the flr.t dllY .ft.r the end of the t.x eane.ty parlod. Thl. non-p.rtiolpatlon
~Ity I. appaaltble In tha .... eanner end In thl the .8118 tl.. p.ried as you would Gppllftl the tllX end Intlra.t
thet h.. bien ......ed .5 Indlc.tad em thlt notice.
lnt.r..t 11 oharged beglnnlna ..Ith Ur.t dllY of deUnqUllOOY, ar nlna (9) lIonth. MlCI ona (1) day frOll the data of
de.th, ta thf data of pllYllent. t.x.. which baG'" delinquent bafor. J~ry 1, 1982 b.er intar..t .t the tet. uf
.Ix (6X) parcent p.r ~ clllculatad .t II dally rat. of .000164, All tIlXI. which bee... delinquent on end a.tar
Jenuer~ 1, 19.2..111 ba.r int.r..t lit . rllt. which will vary frOll c.l.ndar y.ar to calander ~.ar with thet rlta
~ed by the PA OIP.rteont of R.venue. The appllolblll Intlr.wt rate. for 198Z through 1999 .ral
'!!It lntarllt Rllt! OallY Int.r..t Fautor :!!.!!r lnt.rllt R.t. DeilY lnt"..t F.etor
1912 ZOX .000548 19&3-1991 1l~ .000101
".~ 16~ .000UI 199Z 9~ .000247
1914 llX .000301 1993-1994 'X ,000192
1985 m .OOD5!t6 1995-199& 9~ ,000247
1986 10i: .000Z74 11)99 7Y. .000192
1917 9i: .0001.47
-~Int.r..t I. a,loui,tad .s follow'l
I"TEREBT . IALA"CE OF TAX U"PAXD X "U"IER OF DAYG DF.LINqUEMT X DAILY INTEREST FACTOR
~-AnY Motlce I"uad .H.r the tax MOON' delinquent will r.fleet .n Ant.ra.t ollloul.Uon ta flft"" US) de~.
beYond the dat_ of t~ .......-nt. If p.yeent I. .-de ,ftar the Int.r..t coeputation d,te .hOWn on thll
Motlo., IIddltlonal Int.r..t .u.t be alloul.tld.
DISCOUNT I
PENAL TVI
IH(EflESTI
, UMMUNW*VIV""A
DEP"RTMF.NT OF REVENUf:
DF,Pl :IISO&01
HARRISBURG PA 1112 .0601
OECEDUlfS HolME IIAST. 'I~S'. AND M1t1DtE INIflAlluII...... blot~ 10 .",.ill/rOl.
REV -1500
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
I- L n d s a y B e Y L
Z
W 50ClALSECUJlIlYNVWER DATE OF OEJ,Hl
Q 13 11
W 2 0 9 "2 8 "0 0 8 3 0 7 0 9 9 8
tJ
W ,IF APPlICA8lEISURVMNO SPOUSE'~ tiME (lJ,Sl, fiRST. AHO MIDDLE IKrllAlI SOCIAL SECURITY NlUI~R
Q
-
~
"'f"
bL,g
;} :~d
~
!XI 1 UlIglnal Return
o 4 limll.d E.lol'
IXl 6 Decedent Died T estate (M~I\ COV'I 0'''''''
o 9 Llligahon P,oceeds RoceN.d
TSSC US 0
tlA....
Richard C. Snelbaker Es ulre
FIRM NA.... II !I>P~ob~1
Snelbaker Brenneman & S are P.C.
TEI.EPHOtlE tiUt.4llER
717 .697 .8526
I Real E.I'" (Schedul. A)
2 SlochS and Bonds ISchedul. B)
3 Clo!lel'l Held Corpolahon, PartnershIp or Sole.ProprlEllocship
z
o
5
::l
I-
~
tJ
~
4 Morlgages & No'.. RoceNool.ISchedul. D)
5 Cash, Bank Deposlls & Miscellaneous Personal Propelty
ISchedtJleE)
6 JOlnlly o..ned P,opefly (Schedul. f)
7 InlerNNos Transfers & MIscellaneous Non.Probate Property
(SchedtJl.Oor L)
B 'rolal Oroll A...t.(lolallines 1.7)
9 Funeral Expenses & Adminlslrallve Cosls (Schedule H)
10 Dellis 01 Doceden'. Mo,lg'go UablhllO'. & LI.n.ISchedul.l)
OfFlC\N.USE OfilY
/~ /9-:./ /,:.,
. ~.M\ltl.i-~'"""'---------"~~-'-'
21970686
OATE OF (\!Rlti
o 2 10 4 11 9 2 8
THIS RETURN MUST BE filED IN DUPliCATE WITH THE
REGISTER OF WILLS
03 RemamoorRelurn Idlll."hulhllf*IaU.1H1l
o 5 Fedoral tsli:tle hx Return ReqlJlfed
Q.. 8 T olal ~Iumber 01 Sal. Depo,,1 80...
0\1 Elocllon 101" unde'Soc 9113(A)I"",,~'01
A 0 DlREC
44 West Main Street
Mechanlcsbur
PA 17055
,
3 4 .9 2 8 .~..O
'-"OFFICIAL 'use ONLY
(1)
(2)..
(3)
(4) ,
(5)
(6) .............
(7))
,
:1
i
i
t
,
.'
.,
f7. 9
6 10 1
,.<
,:'.
ij'
3 ~7 9 '
':,:""",,'"
I
,:
(9)
(10)
J
'~:;
(8)
3 ..5 , 7 2 2 ,2
9
,. ,
o .0 0
o .0 0
(14)
6 .0 1 0 .0 0
2 9 ;7 1 2 >2 9
,. .
, 0 ;0 0
I 2 9 ,7 1 2 .2 9
II T olal Dtdu,Uon. (10181 Unes 9 & 10) (\I)
12 N.I Value of e.late (Une 8 mlnu. Una II) (121
13 Charitable and Govemmeotal Bequ8sls/Stlc 9113 Trusts for which all elecllon to tall has nol been (13)
mede (Schedul. J)
>1I W 0 R <<
Undel 11l.1f181.,1l 01 J*lU'Y. I deeln \hill hIM ..,mMd lhi. I1Itum, Incu~ng llIX(lmplWl.,mg IChedullS lW1d .lal.men's, ood to 1M bell 01 my knowltdQe end betel, II IS lrue, cooeclllfld c.,mpllll. Deew,llon 01 ~ olt.
U.an Ihll "soo81 rtI01'llsenllllMt 15 bit don 1llll\I00mahon of wtllCh nr has 11I\ knowllld
5101,IA lURE Of PERSON RESPONSIBI.E fOR FlUNG HE TURN ADDRESS 37 W. Main Street
.'
..1.1 New Kin stown
ER O1I1ER IIIA'1 REPRESi'f-IlATIVE AODHESS 44 West Main Street
Mecl1anlcsbur
z
o
i=
~g
l-a.
::E
o
o
14 N.IValu. Sub)e'''o T.. IUn.,2 mlnu, Lmel3)
15 Amount of line 141mbl.
allhe spousallsx rale I ..
See mSlfuchons on revelse sidefOl applicable percenta.qfl
\6 Amount 01 line 141axablo
al6%I81e
\ 7 Amoun! 01 hne 14 lax able
ailS';' rate
2
IB T.. Ou.
19
9 .7
2 .2 9
x 0
x 06
X 15
(15)
(16)
(17)
118\
o ,0 0
4,456.84
4 ,4 5 6 .6 4
PA
17072
DA T7/~ I?l'
PA
17055
IlAT[
1;2,/99
Oecedent'. Com lete Address:
STREET mlHESS
37W, Maln~t
Sliver Spring Township, Cumberland County
a!V
. New Kin slown
~~E PA.~ 17072
Tax Payments and Credits:
1 Tax Due (Page 1 Line 18)
2 CredltsIPayments
A, Spousal Poverty Credil
8, Prior Payments
C. Discount
(1)
4,456,84
0.00
000
000
3. InlllreslfPenally II eppliceble
D. IntO/aal
E. Penalty
To~1 Credits (A + 8 + C) (2)
0.00
Totallnl.,esVPenally (0 + E) (3)
4. If line 21s {Teater Ihen line 1 + line 3. enter the dlff.,ence. This Is the OVERPAYMENT,
Check box on Page 1 Llna19 to request a refund (4)
IlIlne 1 + line 31s g:eater than line 2. ent., the diff.,ence. This Is the TAX DUE. (5)
A. Ent., tholnt.,est on the tax due, (SA)
B. Enter the total 01 Line 5 + SA, This Is the BALANCE DUE. (58)
Make Check Pay,abfe to: REGISTER OF WILLS, AGENT
., I
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Old decedent ma~e a transfer and:
a, retain the use or Inoome of the property transferred; .
b. retain the right to designate who shall use the property transferred or Its Inoome;
c. retain a reversionary Interest; or '......... .."......""....
d, reoelve the promise for life of ellher payments, benefits or care? '..,... "".."....,.."..
2. If death ooourred on or before Deoember 12, 1982, did deoedent within two years
preoedlng death transfer property without reoelvlng adequate oonslderatlon? If death occurred
after December 12, 1982, did deoedent transfer property within one year of death without
reoeivlng adequate oonslderatlon? ......".. ....",,,'...., ..,..,.......... ..".."......0
3, Old deoedent own an "In trust for" or payable upon death bank aooount or seourity
at his or her death? ............,,,.,,,,..,.......,.......,,.. .....,..,.....0
4. Old deoedent oWn an Individual retirement account, annuity, or other non. probate property?....O
5,
4.456.84
4.456.84
-1
Yes
o
,,8
o
No
[&]
[&]
00
00
00
00
00
1 J
72 PS. 99116 (a) (1.1) (I) prOVided for the reduotlon of the tax rate Imposed on the nel value of transfers to or for the use of the
surviving spouse from 6% 10 3% for dates of death on or after July 1, 1994 and befnre January 1, 1995,
72 PS. 99116 (a) (1.1) (II) provided for the reduction of the rale imposed on Ihe nel value of Iransfers 10 or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995. The statu Ie does nnlexemot a Iransfer to a surviving spouse
from lax, and the statutory requirements for disclosure of assets and filing a lax return are still applicable evon if Ihe surviving spouse
is the only beneficiary,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDUI.E G AND FILE IT AS PART OF THE RETURN
FOR DATES OF DEATH ON OR AFTER JANUARY 1. 1995 . Please answer the follnwlng question by placing an "x" In the
appropriate space,
Old the decedent create a trust or similar arrsngement which Is Boley for the surviving spouse's benefit for his or her entire
lifetime? Ye. 0 No 00
If you answered yes to the above question, the tax on the trust or similar arrangement Is postponed until the death of the second
spouse, at which time it will be fully laxable at the rate(s) applicable to tho remalOder beneficiary(les) Enler the value of the trust on
Schedule J, Part II, In order 10 remove II from the calculation nf the tax due in this estate. You may Wish to file Schedule 0 In order to
make the election available under Section 9113. II the election IS made, the trust or similar arrangement Is taxed In the estate of the
first decedent spouse, the portion of the trust or similar arrangement which beneflls the surviving spouse is taxed at the zero tax rate.
and the remelnder Is taxed at the rale(s) applicable to the remainder beneficiary(les) If you ohonsa to make the election. you must
atlach Schedule 0 to a timely-filed tax return, along with Schedule(s) K and/or M in order to show the appnrtlonment of the trust or
similar arrengement between the surviving spouse and the remalOder benellclary(ies)
"""..~..,II""*
COMMONWEAL III Of PENNSVLVANIA
INIIERI! ANCE I AA RETURN
EST ATE Of
SCHEDULE A
REAL ESTATE
FILE NUMBER
All ,..1 property own.d lollly or II Itlnlnt In common mUlt be reported.t fair market Vllut. FOil market vltlu61s defined 8S Iho pllGO al wtlfch pfOpoftV would be (JIlCh81lgfld
between It willing buyer arid 8 wIlling !lllller, neilher being compellad In buy 01 !lell, both having l(lasonable knowledge of tho !!.Illll/anl fal;!!! R..I property which illolntly.owntd writh rl;ht of
,u Ivo. I Ult b. dl clo on Be idul. F
ITEM
NUMOER
1
DESCRIPTION
Allthllt certain piece or lot 01 ground with the Improvements thereon erected situate In th
Village of New Kingstown, Township of Sliver Spring, County of Cumberland, State of
Pennsylvania known and numbered as 37 West Main Street, New Kingstown, PA 17072
Being the property Jointly owned as Tenants In common, by G. Clark Lindsay (Now
Deceased). Belly L Lindsay and Harold M. Lindsay, each with a one-third Interest,
which was changed to joint tenants with the right of survivorship by deed dated
February 2, 1994.
The said premises Is designated for tax purposes In Cumberland County, Township of
Sliver Spring, Pennsylvania and Is assessed as follows:
Total assessed value $4,890.00
By applying the Common Level Ratio factor In effect In Cumberland County, PA In
July 1996 of 7 percent, the said premises has a fair market value of $69,857,00
Belly L. Lindsay's one-half share of the fair market value Is
$69,857,00 x 1/2 = $34,928,50
TOT At (Also enter on line 1, RecepllulaUonl S
III more space Is needed, Insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
34,928.50
34 928.50
"'""":1""*
COMMONWEALm 01' PENNmVAN~
INflfRITANCE TAX RETURN
"f5V T DECHlENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
llndsAv Betlv l
21
97
0888
Otbt. 01 decedent mUll be reported on Schedule I.
ITEM
NUMBER
A
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, Ine., funeral selVloes
5,103.00
B, ADMINISTRATIVE OOSTS:
1. Personal RepresenteUve's Commissions
Nam. 01 P.ISon,' Replesenl.,iv."j
Socl8l SecUrlly Number,,) I EIN Number 01 P'lSon,1 Repr""nl'liv.,,)
SlreelAddr'ess
Oily Stale Zip
Yeatts) Commission Paid
2. Attorney Fess Snelbaker, Brenneman & Spare, P.C. 850.00
3. Family Exempllon (If decedent's address is noltha same as claimant's, aUsch explanatl':lO)
Clalman!
Slreet Address
Oily SI,'. " Z~
Relationship 01 Clalmanllo Decedenl
. 4. Prob". F.es Register of Wills, Cumberland County 42,00
5. Accounlant's Fees
6. Tax Reluln Preparel's Fees
7.
7. Register of Wills, filing fee for this return 15,00
TOTAL (Also enler on line 9. Recepliulallon) .
('f more space Is needed, Insert eddltional sheets of the :lame s~e)
6010.00
"""IlI"I''''.
~Ot.1MmIW~AllII Of ~HItl'~VMlIA
11IHt""AtlcE 'fA'!. RrllJRtl
HIS liNT 0 '[.1;0 .111
ESTATE Of
I
NUMBER
I.
SCHEDULE J
BENEFICIARIES
.U,'
FilE NUMBER
?1 Q7
RELATIONSHIP TO DECEDENT
Do Not Lilt Tru.tee(l)
nllAR
AMOUNT OR SHARE
Of ESTATE
100% of residuary estate
ENTER DOLLAR AMOUNTS FOR DISTRIOUTIONS SHOWN AOOVE ON LINES 15 THROUGH 11, AS APPROPRIATE, ON REV 1500 COVER SHEET
\I. NON.1AXA1llE DIS1RIBUTlONS:
A sPOUSAL DIS1RIBU110NS UNDE.R SECTION 9113 FOR WHICH AN ElEC110N TO lAX IS NOT OEING MADE
1. NONE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
T MABLE DiSTRIBUTIONS (Include ou~lghl spousal dls~lbullons)
Brother
1.
Harold M, Lindsay
37 W, Main Street, P.O. Box 302
New Kingstown, PA 17072
O. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. NONE
.
TOTAL OF PART \I. EHlER TOTAL NON.1AXABlE DIS1RIBUTlONS ONLINE 13 OF REV 1500 COVER SHEE' ,
/It m..e sPace Is needed.lnserl additional sheets 01 the sarno sIZe)
000
" "" ~'
,........:.:.-..n'n...
..-.......-0,........
LAB'l' WlIJIJ AND TEs'rAMgNT
----------'.;
I, BETTY L. LINDSAY, of the Township of Silver Spring,
County of Cumberland and commonwealth of' pennsylvania, being
of sound and disposing mind, memory nnd unc1orstnnding, do
make, pl,lblish ,lOd dcclare this as and for my Last Will and
Testament, hereby revoking and making void all former wills
and codicils by me at any time heretofore made.
FIRST. 1 ordet' and dircct that all my just debts and
funeral expenses be paid by my Executors or Executor, as the case
may be, hereinafter named, as soon as conveniently may be done
after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my estate, real, personal and mixed, whatsoever
and wheresoever situated, in equal shares unto my brothers, namely
G. CLARK LINDSAY and HAROLD M. LINDSAY, share and share alike,
absolutely and in fee simple. If either of my said brothers
should predecease me, 1 order and direct that the foregoing
residuary distribution to such deceased brother shall lapse and
my residuary estate shall be distributed unto the brother who
survives me.
THIRD. If both of my brothers IG. CLARK LINDSAY and HAROLD
--
M. LINDSAY) predecease me, then and in that event, I order and
direct that my Estate be distributed and disposed of in the
following manner:
A. I give and bequeath my antique wooden stand
with two shelves unto my nephew, namely, loIARLIN E.
LINDSAY, absolutely.
B. 1 give, dovise and bequeath all the rest,
residue and remainder of my Estate, real, personal
LAW ofFlOt:S
[;TJLl.BAt<ER.
MCCM..El1 a El.ICKEft
0'
. '
and mixed, wnatsoever and wneresoever situated, in
equal shares unto my following named nieces and nephews:
MARLIN E. I,INDS1\Y, ,1ANg~1 1\. HAIR, g. HoMINg MIU.EH, 'I'HEI,MJI
L. MILLER, FRANCIS I. HAIR, LOIS A. LINDSAY and WILMA J.
GARMAN, share and sha::e alike, absolutely and in fee
simple.
LASTLY. 1 nominate, constitute and appoint my brothers,
namely, G. CLARK LINDSAY and HAROLD M. LINDSAY, (or the survivor
of them in the event that either of them should fail to qualify
or cease so to serve) to be the Executors or Executor, as the cas
may be, of this, my Last Will and Testament. If both of my said
brothers shall fail to qualify as my Executors hereof or cease
so to serve, then and in that event, 1 nominate, constitute and
appoint my nephew and niece, namely, MARLIN E. LINDSAY and
WILMJI J. GARMAN, to be the Executors hereof.
1 order and direct that none of the persons named
hereinabove to be my personal representative hereunder shall be
required to post bond or other security as a condition of qualifi
cation hereunder.
L"W or~ICE8
SNf:t.MKER,
MaCAI!"1l " ELICKER
IN WITNESS WHEREOF, I, BETTY L. LINDSAY, have hereunto set
my hand and seal to this, my Last Will and Testament which con-
sists of two (2) typewritten page~ to each of which I have
affixed my signature this IfiIC, day Of/J~;/;;,.~ A.D.,
One ~housand Nine Hundred Eighty-five (19B5).
~dJit;:!f ./~~~ ;('Jfi7 (SEAL)
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix, was on tho dato thereof signed, sealed, published and
declared by BETTY L. LINDS1\Y, the Testatrix therein named, as and
for her Last Will and Testament, in the presence of us, who, at
her request, in her presence, and y,'1:l}e presence of each other,
have subscribed our names as witnjis:;yrj6tOX.
'f!3,~bA"'-~)
I ' "1
,/".1'"''1''' \ h\, ,,(.~ ',-" ,.~ -
I ...' . *
COMMONWEALTH OF PENNSYLVANIA I
I SS.
COUNTY of CUMBERLAND )
We, BETTY L. LINDSAY, RICHARD C. SNELBAKER and JANET M. FORRY,
the Testatri~ and the witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn do hereby declare to the undersigned authority that the
Testatri~ signed and eKecuted the instrument as her Last Will and
Testament and. that she had signed willingly, and that she
it as her free and voluntary act for the purposes therein
expressedr and that each of the witnesses, in the presence and
hearing of the Testatri~, signed the Will as witness and that to
the best of his or her knowledge the Test.atrix was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
subscribed, sworn to and acknowledged before me by BETTY L.
RICHARD C. SNELBAKER
day of .-dfaZ,,,.tt'U
and Jl\UET M. FORRY, witnesses, this
, 1985.
<:, 7f'c// --'" /)
cat;~~~;;y ;~tl~-4-<'~
r,ii'IIII,!!IiP' f. ~nIISU!~. 1;01"1\1 f'UCUC
1,1W!i,lIli;:',II\I;!fl [iOr,O, CI)I',ltr.nII.llU COUNlY
Ml Gv!II"iS~IO!IIXPIRES I EB. 17. 1986
Membel, p,"nr,yIVlnll ASlo,i.llon of Notlll..
LAW o"ICItl
BNELBAKER.
McCALF,U 81 EL.ICKER
PA_I,
'ht"h ,t,e top portion of thh NoUCl:. IInd liMit with your pay.."t .... pay.,.. to the OllIe Md IIddr...
printed on thl r.~.r.. llde,
If REsrDt:NT DECEDENT uk. check or IIOMY order flaY_I. tOI REGISTER OF WILLS, AGENT.
If HOtHlESIDENT DECEDENT .1Ik. c)Ntck or IIOMY ordl,. pavebl. to: COtl'tONWEAL TH OF PENNSVLVANIA.
REFlIfD (CRJt . r.fund of . tlM credit, which .... not r.que.t~ on ttM hI( Rlftturn, ..y b. r.qu..tMl by 001lP1.UOO an
"Application for R'fund of Pennaylv~l~ Inherlt~c. ~ E.tat. 'IWft (REVM1313). Applloatlon. It. aVll1lbl. at
the OffiCI of the RI.htar uf NUll, any of the t5 Revenue Olttdot OfflCl" or frOll the DepartHnt" Zif~hour
en...,..", '.rylol ~r. for for.. order ing I In P.nn'~lvenJ. 1~'OO-56ZM2050, out.l~ P~.ylvenl. IfKl
within 10<111 Hlirrhburl at.. (117) 787-8094, Servlol' fOl< bll:PIYltt with Iplolal h..tlng r.nd .pe"l~
need., 1~'OO-ftft7-5020 (TT onh'L
REPlY'rOI
DISCCQtT I
PlN~l TV,
INTt:REST I
Que.tion. '....rdlng .rrors cont.irntd on this notlOIl should b, .ftdr....d tOI PA D.part..nt of fl:n.nue, lur.tu
of Jndlvldwll h)(.., ATTNl POtt b......nt R.vl... Unit, Dept. 280601, HerrhbUrll, PA 17121-0601, phone
(711) 117~6SDS.
If MY taK dull Ii paid .,Jthln thr.. (3) cal.nd.r .onths aftar the d.cad_nt'. death, . fJve perc.nt (5:0 discount
of t~ teK paid I. 811owed.
T~ ISX t.K IlIlhIsty non~p.rtlclp.tlon penalty I. o~ut.d on th_ total of the t~M end Int.r..t ......ed. end not
paid befora Jenuery II, 1996. t~ flr.t day .ftar the .nd of th. tax .-n.tty parlod.
Int.r..t It ohar.- beginning wJth Hr.t day of deJinq\.MInol{, or nine (9) MOnth. IM'\dDft4il (1) day froll the dlte ctf
death, to t~ ~te of pay..nt. TaMe. which b.e... dlllnqu.nt before January 1, 1911 be~r Int.r..t at the r.t. of
.IM (6)0 p.roent per WlnUIt c.loul.t.d at a deHy rah of .DOOIM. All taMU which bee... delinquent on and aft.r
Jenuary 1, 1982 will bear Int.r..t at a rat. Hhloh will varl{ frOll cal.ndlr y.ar to oal.ndar y.ar with that rat.
lnrlOWlO.d hytha PA Depart.ant of Rev.nue. The appliCable Int.r.st rate. for 19.2 through 2000 .ral
V..r Int_ra.t Rat. Dalll{ InteraMt feetor Vear Int_r.st R.t. Dally Int.r..t factor
19.2 20X .0005". 1988-1991 11i: .000301
191:5 16X .000458 199:~ 9i: .000247
1914 m .000301 1993-199. 7% .000192
1..5 15% ,OO03S6 1995-19~a 9i: .000247
I'" 10:< .000274 1999 7i: .000192
19.7 'X .000247 2000 Ii: .000219
~Rlnt.r.tt I. calculatnd as followl'
INTBREST . IALANCE OF TAX UNPAID X NUNIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
R"'Any MoUae Itswet aft.r the taM btleOlNls <*-lInq""nt will r.U_ct an Intare.t c.loul.Uon to ftft..n US) dly.
'beyond the d.t. of thl ........nt. If paY"nt 11 .ade after the Int.r..t cOllputahon date lhotm on the
Notice, additional IntMr.st au.t ba c.loul.ted.
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