HomeMy WebLinkAbout97-00701
Estate of ~anQ.is__\'L..__-1~Jij.J;l,________
alJo known as ____._____________'..__________'._ --..---
PETITION FOR PROBATE and GRANT 01<' LETTERS
No. . d.'':"_1'l97,:,(l]~L--__------
To:
Register of Wills for the
('uullly of ___c;um~erJ.i!nd . In the
Commonweallh of Pennsylvania
_______________.______" /Je,'ease,l.
Social Semrity No. 206-.9.9""-1!L5_________
The petition of the undersigned respectfully represents that:
Your petltioner(s), who Is/arc 18 years of age or older an the exe"uLrix_______.___..__ named
In the last will of the above decedent. dated ___-b\ay__24,________._ _~_________ -. 19-95-.._
and eodiell(s) dated ___None_______________,,_______.,_______
_:rM sa i d M.ar-IlneLLeliil4....tha_LiJ::aLExecut.rix-..named-..i n the
Wi 11, d ied..on...AJIQIlB t _12._~s..._____________________,_____.___,___
-------_.._-----~_._~----~.-.._------~--_.__.._--~_.,-..-
(SlIlle relevant dn.'llll1SliulCllS, e.g. rCllunclfllioll, dCillh of c"cculor, etc.)
Deeendent was domiciled at death in__ C1,!mbe!"J!!nd_____ ___ Coanty. Pennsylvanln. witl'
h__lnst family or pr~ldpill residence at ~J,J-jestone __Road,
Carlisl!4-_~A__ .::wItl fY\).,b)}L/;:Thll TVI_P_"_____._________
(lIsl mCCI, number and IIHlIldpnlllY)
Deeendent, then _...13_._ years of age. died ~SlJ_!U:_1L_____________. 19_-9.1-.
at_Carlisle Ho s-Pil a 1 , Carlisle,.. PA ----~------~--
Except as follows, decedent did not marry. was not divorced and did not have n child born or ndopted
after execution of the will offered for probnte; was not the victim of a killing and was never adjudlcnted
Incompetent: ____~____
De~endent nt death owned property with estimated values a,s follows:
(If domiciled In Pa.) All personal property
(If not domiciled in I'll.) Personal property in Peansylvnnla
(If not domiciled in Pa.) Personal property In County
Value of real estate In Pennsylvania
situated as follows:
$75.009.00
$
$
$
WHEREFORE. petltioner(s) respectfully request(s) the probate of the last will and codlcll(s)
presented herewith and the grant of letters testamentary
(lcstulllclIlary;' administration C,I,R.;l1dminlstralloll d,b.n.c,l.a,)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF Pl~NNSY('VANIA }. !:IS
COUNTY 0..' CUMR~:RLANn _____
Sworn to or IIffirmed and
before me this __!Qn+
~+DII,i-
H~.ifX'V
15-lqg~'7
The petitioner(s) above-named swear(s) or IIffirm(s) thnt the Sllltements In thc foregoing pelition arc
true and correct to the best of the knowledge and belief of petitioneris) and thllt liS pCl'sonal represen.
tatlve(s) of the above decedent petitloner(s) will well and truly IIdminlSler the estllte according to law.
If. . L ," )
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-Katherine,_Gnll i ck .______~____ ~.
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LAST WILL AND TESTAMENT
OF
FRANCIS W. 1,EWIS
I, FRANCIS W. LEWIS, a rAsident of 525 Limestone Road/
Carlisle, Cumberland county, Pennsylvania being of sound mind /
memory and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
LTEM 1; I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
~TEM 2: I direct that there shall be paid out of my residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government of the United
states, or any state or terr i tory thereof, or by any foreign
government or political subdivision thereof, in respect to all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this will or otherwiser
excluding, howeverr any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
'G' .:t.:~./~U-A' 11,. /~~
FRANCIS W. LEWIS
1
- ,
LAST WILL AND TESTAMENT
OF
FRANCIS W. LEWIS
~TEM 3: I give, devise and bequeath all of the rest, residue
and remainder of my estate, realr personal and mixed, of whatsoever
kind and nature, and wheresoever situate at the timeQf my death,
in equal shares, unto MARGARET LEWIS, ELIZABETH LEWIS, LAWRENCE
LEWIS, and KATHERINE GOLLICK, provided, however, that they survive
me and are living sixty (60) days after the date of my death.
ITEM 4:
If and in the event that my brother, LAWRENCE LEWIS,
does not survive me and is not living sixty (60) days after the
date of my death, then and in such event, I give, devise and
bequeath the interest in my estater which such deceased brother
would have received, if living, to the issue of said deceased
brother, per stirpes.
ITEM ~ I hereby nominate, constitute and appoint my sister,
MARGARET LEWISr Executrix of this my Last Will and Testament, with
full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of her in this or any other jurisdiction for her
performance of this office.
If and in the event that my sister, MARGARET LEWIS, does not
survive me and is not living sixty (60) days after the date of my
{)~{M~!2t__ c(~,
FRANCIS W. LEWIS
2
RI<:msn:R 01<' WIU,S 01<' ...-SQME!!lli.!!l\JilL.__ COlJNT\'
OATH (n SLJRSCRIHIN(j WI1'NESS
~~.,~,_~",u~""_._".__~"~~_._~U'~~-----'''-
_M.!;hpJlY [" D~IAIQll,Esquire and Marjorie A. Dlll,uca
lNC'JlMlI:
(ellch) II Mlbscrlhlng wllness 10 Ihe will presenled '",rewllh. (l'II\:h) 1ll'llIg duly (jUllllfled IIccordlng 10
IIIW, depose(s) IIl1d SIlY(S) Ihlll , oach was prescllllllld SIIW
Francis W._Lewis u"--'
Ihe testIlLo~m---' slglllhe Sllllle IIl1d Ihlll _ eaoh- signed liS II wllucss IIllhe
request of testlll.o.r __ IIIILis presence and (in the presellce of ellch olher) (1lIlhe presence or Ihe
other subseriblllg wilncsS(c"ll. l. t1 L1
SWOI'll (OUl' IIffltllle~~Il{1 suhsclihed helore a 1~iLI/ J;7: &-V-~~ cI1~
me Ihls _._ ___1.Q __. _ _ daY~ . "y(NlIllle) - (7'
-#i!~~,tt1'~~~);, ii tt"".l1 9.1 113_Eront. SL, BoilingJipringa., PA
l.~Q'tf"\i.J...I.:rl!LLWr~,,,,, ____.. ____._._~^dd~:S) ___~_________
..--_._~~.".,
(Name)
,,_LLL~:!;,.Q!lL.s.L.,___BoilimL.Sprin!J.e, PA
(Address)
REGlST. 'R OF WIU,S 011 COUNT\'
OHm' NON-SUBSCRIBING WITNESS
, /
(ellch) a subscriber heret;,-(each) -:lIgd;;;~;;;;;~~ed II~~;;I;:I;~ (0 IIIW, depOSe(S).lIn\l-~ '
,,/
____~__"___...._ fat IIll1r with (he signlllure of ____~_:./
codlcll.../
testat_ of (one or thc suhscrlhl . wilnesses to) the )'Iilf" presented herewith and
// codicil
Ihat _ ____m~____"_______ he eves the ,lllIIlire on Ihe will Is III the hllndwrlting or
. "
X
':--~____'M__.~__'_"~~___._'._~_~__"___~__._~"-
10 the best of Knowledge 1I1}lYt\elier. ".
Sworn to or IIf'f1rl11ed alld SUbscr~lKI~)re ,,~_~~.2~
:e Ihls _____,,_~--~ 9 dll~~f ""'; (Name)
. 7------ "hcf:!ress)
/ . .''''''u -....- (N<~.,
(Address),.
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'OR DATil O' DIATH Ami 12/31 "1 CHICK HI..I
INHERITANCE TAX RETURN ~O~:::n:~Dllll CLAIMID II
RESIDENT DECEDENT IIL1 NUMIII
coM:::.~1~1fl~6~1::~~,ANIA ... (~~T~E :J~~~T~ g~P~~tlf . c~u~{v CODE .. . '<f~K . '/'~~MIEP
~""- ~~mr;~i:::~:'~'I::;~;;7~' ;;i";9]~ir;m~E: "~:; 3 ' ,,~.-
I '" ..~;~ ""-,,, ,"'"" "'"' ",,, ,." '"" .,,, " """" I'''''' ,,,,,.,,, ..",,, · r """.., ..".... ,.. ,..........."
~ lxJ1. Original Return I 1 2, Supplemontal RnlUfn II 3. Remainder Return
...::5cn (for dolos of dClolh prior 1012.13.82)
frlf~ r 1.$, UI11i1l'td E'Iotfl [ )40. Futuro InlofO\' Compromlut 115, Federal eslate Tal( Return RequIred
511i! (for dale' of death oftor 12.12.82)
Ie [~6 Decedent DIed Te'laltl l J 7, Decodflnl MoinlCJillftd (I living Tn.at _,,08. TolC11 Number 01 Safe Deposil Boxe,
IAIIOt:h copy of WillI (AlIClCh copy of Trust)
AI.LCoii'''ONDiNCi~AND-CoimDINTlAL TAX INfORMATIONSHOUI.D-II DIRIiCTlD.lO'-----
Ni;M'r---.-,-,,~~---~,-,,---~-"~"'-""__~'N"- cOMPlrnMoAlllTIO AOOR{$S'-'---~------'_.'~'''''''--'~~----'-----~'--~"-
__l\~th()f1Y L.DeI,uca/ _Esquire 113 Front street
mrptlotH NlJMllER P.O. Box 358
( ___~lJ_c:7J-.~~ a8~Ji84;4: ___:.C - - -- ----.-- ; ,Boi,.ling. - _;Sp-r:ings;.,c--=-_::P:A:-_-::-.l.;"7:,0117==.:.-=-=~:===
\, Real Eliot. ISchedul. A) 11 ) - 0-
2, Stock, ond Aand'ISchod"le 81 121 8,833.00
3, Clallly Held S'acklPo<tne"hlp Int....t ISch.dul. C) I 3 ) - 0-
4, Morlgogl1 and Noltls Receivable ISr.hedule OJ I 4 1 - 0-
.5. Cash, Bonk Deposlh & Miscelloneou5 Personal Property (5) .138,_25_4._2.0
ISchedule EI
6. Jointly Owned Properly ISchedule Fl
7. Trani'." ISchedul. G)ISchedule LI
8. Tolol Gran Allet11lolal Un~u 1.71
Q, funerol hpense5, Admlnistratlve Costs, Miu:ellaneous I Q I ___1J;.,,,~_~_Q~.2.9.q_____~_n
hpens8s ISchedule HI
10, D.blt, Mortgage Liobllltl.., Llen'ISchedulel) 110) .__.____L,Jfl-!Jl.~L....,~__
1 L 1010! Deduclionl I'olallin.. 9 & 101 1111 ___._.JIL6!..f---,-??-.-.~----
12, N.' Volue of E.tal.ILine g mlnUl Line II) 112) __._t29,_444~_45_______~...
13. Charitable and Governmental Bequests (Schedule J) P3) .~_~_.."::'.o.-=.._._______".
~______. 1 ~,.,!:I!,--Volue__s.u.bie"-'"-!o!_i~~!_1_2_",I",,,_~_._I~L_____._~_~_________~L;=-1-2 ~ct~A!:45-- c:c.:__~__
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Spousal Transfers lfor dal's of death after 6.30.9.4)
S.. Ins'ructions for Applicable Perc.ntage on Revers.
Side, lIndudl! yolues from Schtldule K or Schedule M.l
Amounl of line 14 tOKable at 6% rale
llnclude value, from SchfJdul, K or Schedule M,l
Amounl of line 14 taxoble 01 15% rate
llnclude valu., from Sch.diJle K or Schedule M.l
PrlncipallCul due (Add lox from line, 15, 16 and 17.)
Credits Spousal Poverty Credil Prior Payments
,______0-__ + - 0-
115)
.X,..II:I
116) __8.6, 25Hi..JJ)
117) 4J /148-.15
.)( ,06 III
1181
----- -5 ;-1-7-7-.-'7-8'
__~, 4}f,_ 22
_n,650.00
58f.50
------------.
-0-
_.x .15 =
+
Discount
58f.50
Interest
o
119)
1201
21. If Line 181s greater thon Line 19, enter the dillerence on Lintt 21. This is the TAX DUE. (21) JJ,_O~} ,'_ _50
A. Enter the interest on the balance due on Une 21A. (21Al - -O~
D, Enter thetatol 0' line 21 ond 21A on Lin. 2\8, lhl. I. Ih. BALANCE DUE, 121A) $11,067.50
t.\_.~~heck Po-,,_~ble~I_.'_Il!!,.t., of \'illl., Agent .- __ .. __ -... -- ...--
_ ~)l.-.I SURI TO ANS~'R ALL QUISTI_ONS O.rRlv__~~IsIDI ~ND TO- RI~~!~ M~~_~ ..c~___~__"__ ______
Under penoltlel of perlury, I declare that I hove examined this return, including oCtompclny'lng schedulos and stoiemenh, C1nd to the besl of my knowledge and belief,
it Is true, (OHlld and compleie. I declaro that all real estate ~a5 been reporied 01 'rue nlorkei 'Yolue. Oeclarolion of pre parer other than the peflonal r.prlUenlalivfl Is
oaled o~~~.lnform.atlo~.~!:~:'~~h prepo!_~.r_ _h~.'-~~1.._know_I.!,~,~~.'... ._.___ _ _ _ . ,.., . _." ___, ,_ _ _______ __.. __ ... ._________n-' ' u_. _._______._. .m_~ --
iIO~"'1U~ Of PE,IIS0N ItE'lf'mlt~ f~R flllNO)flUltN ", ADD I" .-.. .. -- ~ " ' .'. OAlf., .' / ..-.-.-
t! B-.~Jk_ ~rt)I.t{;..:~_L{ 'JilUIF _.l' -J-.~;-'.- /!\Ji";:IM.lf:.i11 l f;'~";")~J..,~!LW}LI:"_(/ilIJ~':[_
titN',"" Of~H" III'N~"N'^,/\ C /I ,rit;, r- .f.. 1(1 'Fr'",,)' ''7'.,/'~:.p<'}<:..JS,y OAlf .
--Cl:L ~/___\L'.___C(&<:ij~ ~t EI,l/.i.H . -p..~{ /('A.!d:--v'fldtr.n;I1;,/1'Ct(1I(14(tk-~-~-
If line lq is greater than Line 18, .nter the difference on line 20. This 1$ the OV':DPAYMENT,
gO ~
(hl'{~ hen' If you clle rc(pH'~"ng CI r(1fund of YOllr OVlHpoym
Act .48 of 1994 provld.. for the "ductlon of the tall rat.. ,,"palld on th.. n.t Vlllu.af Iran".r. to or for
the UII of the 'POUII. Th. rat.. a. pr.mlb.d by Ih. .talut. will b.l .
. 3~ (.031 will b. appllcabl. fQr ..101.. of d.c.d.nll dying on or aft.r 7/'/94 and b.for. "'/96.
. 2% (.021 will b. appllcabl. for ..Ial.. of d.c.d.nl. dying on or aft.r "'/96 and b.fol'. ",/97
. ,% (.0'1 will b. appllcabl. for ..101.. of d.c.d.nll dylnll on or aft.r "'/97 and b.fore ""98
. Spou.allran"." occurring on or after ""98 will b. .ll.mpl from inherltanc. tall.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS.
1. Old deced,nt make a transfer ond:
a. retain the use or Income of the property transferred, ..............................,....,...................
b. retain the ri9ht to designate who shall use the property transferred or its Income, ...............
c. reloln a reversionary Inter8lt; or ................................................................................".
d. receive the promise for life of either payments, benefits or careL................,.........."""""
2. If death occurred on or before December 12, 19B2, did decedent within two years preceding
death transfer property without receiving adequote consideration' If death occurred alter
December 12, 1982, did decedent Iransfer properly within one year of dealh without receiving
adequale cO/lsideration' .....,....,.. .. ...... ,...,............ ....' ...,. , ,......,.............. ,....,..........., ..........
3. Old decedent own an 'in Irust for' bank account at his or her death""....................,,,......,......
.VI~_ JI9..
x
x
X
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.
(,)()
'I
~~.;~~:;
_',o,it~o'~'
_'11
\
~fV.(50i fl(+ (11.85)
1f'..91'J\t,~C\
,.M>>;
COMMONWEAlHl Of P~NNSYLV^NIA
INHlRllANCf '.lI.. RETURN
IlUlDENl DECEDENT.
SCHEDULE A
REAL EST ATE
-o~
1,
NONE
"
.. TOTALlAI.oenler on line l,..Recopitulotion) .
(U more space /s n..ded, ins.rt addifional sheels 01 some slze,J
s ~o~
_____.n~__".___...
...--+--".~._.-"~..- _._-~~~.~._...__.~.,---_......-.-
,tV.1503 el( +' 1~.661
~j~
SCHEDULE B l
STOCKS AND BONDS
'u_.._. ,... . .,"cc==. -".==""'ltl'NlJ~it'=~'~'
~_..,_._,_._---_.._~-,-~-_.._....,. ,-,.'.,-----.-,----_... . ._...........__..._._.--~---_.~..~._~..---.----.._---------
COMMONWEALTH Of PENNliVlVANIA
INHfl:nANCf TAl( RETURN
IUSlOfNl OfCtOENT
ISTAlfo'="""'''~'".===~=~c,'''',~='='==-'=., .... ..,..
Francis W. Lewis
~~II proporty 1~ln'I!:!~nod wllh Rl..~.'..!'.!"rvlvclr.hlp ",."". .~0_dIICI...o.cl.lI".5.c~lId"I!_P.1_______
ITEM
NUMBER
l.
DESCRIPTION
VALUE AT DATE
OF DEATH
"___,_~_,_~._,.,__,,~________,,,.,~_"'.___n____~.__ ..._....._~.c_~~~----..-_
49 Series (E) U.S. Savings Bonds, all having
$50.00 denomination
$8,B33.00
$ 8,833.1)0
TOTAL (AI.o .nto, on IIn. 2, Roco Itulotlon
III moro 'p'" I. no.d.d, Insert oddl'lon./cho.', 0' ..mo .1.0.)
&.,~..'O\J:",,'O ~- ~.:v~' "".'-
\ .. 0\'" -.,,\ . .// "\,\ .....-/-
......' O~.l\O~\c.~.\~" ,?c//'?'. //,-/"'/ .~~::~~~
"'. ~,/ ./.,-/ o~\ /"
, ,,'/ //~ //,/' ,'/
Cl;~~t- "\'.~'" .' .,.,-~.t\// /-'
"JII": "~\,,. / .<' . "I-.l./" ;. ()~
~ 0' 1\~"." /-p ,/ . ~l'."" <' /./"' '
"'\.~, ,.~",..;?//' // l"~"~/ , //
J~,~\,t;t,., ~.!,.., - / '.. .." ..~/ ,/ .....
1', .,~\,,!,/' .' /.....\., // ",0"
_ " \.>e'll \. & ~,~, ...."' .' 0\\(."" /'
'1\' . .,.;...." ./,/
^c\.& , l"'\\I--..' /
'8>" . ...... /' /
://\i\t.'\~" - .-" /'"
....~.... //"
r;;..--- /.-/'
'''',,, ..//
~~ /
/'
~
~o~f,
\'
. ~~~;
~I~'Y
~ ,,1,0
~ 0\\ \,\\e' .\~.'
e\\,e' \.....
~ 1>-\,0 ....1. 0
/" "f!~ .(,(,\'\0\\.' · .............
.-/ \\f\\e(\ ~
M('t'I~I)~ tKt \U11
!I:J\t:9~
~iflw
COMMONWtAUH Of PfNNSVW"NIA
INHI~11ANCI !AX ,"UON
elllOINl DICIDIN!
-< ,- ~_..- =r:.'
ESTATE OF
Francis W. Lewis
tA~1 P~o~.-;ii-'I~~~~~~;;'n.~.~.~~!~~~~:~_~~~!...!!~'~~~~~i.~~_~..~_I-~-_~~.t b~ dllt,lo..d on _Sch.d~l~ Fl_
N:J~~ER DESCRIPTION
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
..... . .f'ea.ePr.l.nt. or .Ty..e.._.__.~
FilE NUMBER
VALUE AT
DATE OF DEATH
.._.-.~_.._..._._---_.....,..._-..---_._-- .----.---.---- .
,. --_.__.."._._,.-.---~._' ..._~_._-_._.-"~.-_.~-_.._.~.----'-
1.
1992 Plymouth Acclaim motor vehicle
See attached appraisal
$4,750.00
2. Radio, miscellaneous items and knick knacs. 21.50
3. Stamp Collection 225.00
4. Certificate of Deposit, 1121001054105, at PNC Bank 5,797.15
5. Certificate of Deposit, 1121001056455, at PNC Bank 5,512.46
6. Certificate of Deposit, 1121000110529, at PNC Bank 53,472.72
7. CertH ica te of Depositr 1121000112747, at PNC Bank 46,59B.B1
B. CertH ica te of Depositr 1121000112754, at PNC Bank 8,749.58
9. Savings account, 111 09017B201, at PNC Bank 3,7BO.62
10. Savings account 115130349502, at PNC Bank 2,002.79
11. Savings accountr 115130364905, at PNC Bank 7,343.57
_ ;o;;,LJ~~ ..;. ..,i~"-,, ~;P,,;;~;;;JL~' :".;" .-
IAIIClch addltlonal aV1" Ii( 1111 Iheeh If more 'pc:lCtl h needed.)
IltV.1SH u. 1'.'11)
~It.ll\
,......,"""
II SCHEDULE H 1
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS_~_~PENSES___. .iC'N.,.' PI.a!. Print or TVP'_
-- -- I UMIlIA '
COMM()NWE~l"H or PENNSYlVANIA
INH!ltITANCt: TAX RUURN
ftUIDfNT D~~EI)E~!..__ .
ISTATE 0'
Francis W. Lewis
ITEM
NUMBER
_.~--
A.
1,
._._~_...._._..._..___...J.~__~__ --..-----.--'.--
DESCRIPTION
AMOUNT
~.__._-_._-----_.._._"~..- .."-~~.----._,...._-.--_._.._.... .------ ----_._---~_..._......_----'_..
Fun..al IMp.nl'"
Hoffman-Roth Funeral Home, Inc.
219 North Hanover street
Carlisle, PA 17013
$3,132.50
Geibel Funeral Home
201 East Cunningham street
Butler, PA 16001
2,360.40
1.
B. Admlnlltratlv, COlt..
,5,500.00
2.
Personal Representative Camml..ian.
Social Security Number of Personal Representative: -
Vear Camml..lan. paid ._.l.9..9l__..__,__~_
247 -72
- 0967
Allarney Fee. Anthony L. DeLuca, Esquire
4,000.00
3. Family Exemption
Claimant _____.___.....~_ Relatlan.hlp
Add.... ul Claimant at decedent'. death
St..et Addre..
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
City ....._._.__
State
Zip Code
Probate Fe..
147.00
Mlle,lIan.oul bp.n"ll
Legal Advertising - Cumberland Law Journal
60.00
65.22
510.00
Legal Advertising - The Sentinel
Sechler Memorial Co. and Calvary CemetGry
219 W. Jefferson Street, Butler, PA 16001
Additional Probate Fees to Register of Wills
25.00
600.00
120.78
Grave opening fee Calvary Cemetary
Dinner for Funeral
---~-~--
TOTAL (AI.aenter on line 9, RecapllulCltlan)
(If mort Ipae' II n,.d,d, In.." additional Ih..tl of IQm' II...)
$16,520.90
"""';""""1 . SCHEDULE I L
COMMO"WI'''" Of """Ill""" DEBTS OF DECEDENT,
'"~:::~~\~\~~~:~." MORTGAGE L1ABILI~I~ ~ND ~IENS _ Pl,o.. Print o.!..!n!.
IST;;::c i.~J'lL Le,l'!..!-'~_._....m...__. '. ............_......... ...-_._..__.1 PILI NUMBER
N~U~IR L~'~=-=:~'= .~.~. .. D~SC_R~"I~.~.~~_:..~~~.=~_.__
I. Bronstein Jeffries, P.A. - medical
4830 Londonderry Road
HarriSburg, PA 17109
2.
Carlisle Hospital - medical
246 Parker Street
CarliSle, FA 17013
3.
Orthopedic Surgery of Carlisler LTD. ~ medioal
816 Belvedere Street
CarliSle, PA 17013
4.
Carlisle Hospital - medical
246 Parker Street
Carlisle, PA 17013
Carlisle Imaging Associates - medical
P.O. Box 100
Carlisle, PA 17013
5.
6.
Carlisle Hospital - medical
246 Parker Street
CarliSle, PA 17013
7.
Carlisle A.L.S. - Ambulance
503 North 21st Street
Camp Hill, PA 17011-2204
8.
R. Colberg Enterprises Certified'Apprais~ls _,
Appraisal of stamp collection
""
TOTAL (Alro .nllr on lin. 10, R.caplfulollon)
III more 'pa.. i. ne.ded, insert addi/lono/ sh..ts 0' .om. .I...}
.. '~i\~:;::M}~'-'''''-
--~-
AMOUNT
$40.51
362.50
34.75
28.50
13.18
82.00
,
444.61
115.80
$ 1,121.85
..;
LAST WILL AND TESTAMENT
OF
FRANCIS W. LEWIS
I, FRANCIS W. LEWIS, a resident of 525 Limestone Road,
carlisle, cumberland county, pennsylvania being of sound mind,
memory and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking all Wills and
codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
UEM 2; I direct that there shall be paid out of my residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government of the United
states, or any state or territory thereof, or by any foreign
gove,rnment or political subdivision thereof, in respect to all
property required to be incl{,.d~d in my gross estate for estat~,
inheritance or like ta,x purposes by any of such governments,
whether the property passes; under this Will or otherwise,
,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
, .. I ~.
shall by reason of this prc.vision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
(r~~_~~_J 1y rt:~
FRANCIS W. LEWIS
1
, .~ '
,'.~'..:,~.:"ij.,... ,
"
II.
'M
"
LAST WILL AND TESTAMENT
OF
FRANCIS W. LEWIS
JTEM 3: I give, devise and beq\\eath all or the rest, residue
and remainder of my estate, real, personal and mixed, of whatsoever
kind and nature, and wheresoever situate at the time of my death,
in equal shares, unto MARGARET LEWIS, ELIZABETH LEWIS, LAWRENCE
LEWIS, and KATHERINE GOLLICK, provided, howeverr that they survive
me and are living sixty (60) days after the date of my death.
ITEM 4:
If and in the event that my brother, LAWRENCE LEWIS,
does not survive me and is not living sixty (60) days after the
date of my death, then and in sllch event, I give, devise and
bequeath the interest in my estate, which such deceased brother
would have received, if living, to the issue of said deceased
brother, per stirpes.
IXEM 5: I hereby nominate, constitute and appoint my sister,
MARGARET LEWIS, Executrix of this my Last will and Testament, with
full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of her in this or any other jurisdiction for her
performance of this office.
If and in the event that my s~ster, MARGARET LEWIS, does not
survive me and is not living sixty (60) days after the date of my
1r~MA-A:.A ">>~ ~
FRANCIS W. LEWIS
2
'..., ....-..... ....... ....~'
. .
. .
1". \, ~_
,
LAST WILL 'AND TESTAMENT
OF
FRANCIS W. LEWIS
death, or does not oomplete her duties as Exeoutrix, then and in
such event, I hereby nominate,.constitute and appoint my friend,
KATHERINE GOLLICK, Exeoutrix of this my Last Will and Testament,
with full power to do any and all things neoessary for the complete
administration of my estate, and direct that no bond or other
surety is required of her in this orallY other jurisdiction for her
performanoe of this offioe.
ITEM 6;
If any provision of this Will or of any Codioil
hereto is held to be inoperativer invalid or illegal, it is my
intention that all the remaining provisions thereof shall oontinue
to be fully operative and effective, so far as is possible and
reasonable.
IN WITNESS WHEREOF, I, FRANCIS W. LEWIS, the Testator, have to
this my Last Will and Testament, typewritten on four (4)
conseoutively numbered pages, subsoribed my name and affixed my
seal this ~t..;rfl.day of May, 1995.
(/ ~;<))., ~w-tA (SEAL)
3
. .
. .
jlL 1.~;~IJrq:';',-,
!~,""'1W!
l;.t"::!h!'--~~ '
'i. ~>.
r;:-ti',:l;
t,.l"""
... ~. ~) ~ I
,~.~...~..il':~'.:.;" FRANCIS W. LEWIS '~,:;~t~~' ;,~~:,; !'.' .
.IIW"i,I" ,,~ '~\'
-t~,'!-"-;1' '14fltf.. It'
Si9ned,t~~led, published and declared by the ~JSl'~'named FRANCIS
w. J,EWIS,/ as and for his Last Will and Testamen~':{iri the presenoe
of us, :~6:"have hereunto subscribed our namesi'~~llis request, as
witnessElil','hereto, in the presence of the said Te~1::~t:o'r, and of eaoh
other." "~:.itft .
LAST WILL
AND TESTAMENT ';'
, ".
OF
_ 'i,'-:';
'Vi,li''''''
:.~~~,\!.,
h,\rJ'I'::' ,
idingat 4J:.t~-,:"~?~~~. ~ r
(/~T 't/ / I
:]??f'; (j. J, k'idirg.t ~ A'it' Jr..i" Ilia, ,
4
. ~ljUW
~G4"..
1445 HOLLY PIKE,CARLlSLE, PA 17013
PHONE (717) 243-5550 . FAX (717) 243-6542
g.=PH-f\1 B",~ 2 , ,Cj Cj 1
";ST'AT'" of ~
Fr2 (.\ tJ c ,So w, L E: \,'.-' I S
5::>5 LIME S T <.>,-.lor (2d,
. Cr~i2L1 ~ 1.-," p,~, 17 D 13
, '
I<Gi: ,q'i~ Pl..'If\1DvTH Acdi\IM
Lj ql" Y DI2, 9 DI,,) . . ,
V IIJ ~ I P 3 )1.."1 4 (P I< J, N I=J., 'i 10 3.5 ~
Tl.l1 AiTrJ'I Tplv'I 1.., 'DG.l..>\cA
J
THIS AepI2At<;"D IlALL-Il:'" 6P 1"1-1'"" Alsove NU,I.;'D 1/e;\"\lcl~
15 ~ 4)'7S'Od.!O .
THe: SC,'-'IC'.CE;; L\~EL) TO AI2i2\V.r AT THIS /::II::'dlz'" L,,'e;r,:.; "
I, '1f3L-Ac)<:. 13u()I"''' CI~':lc,,,f r.I.-rA:! ISDUI( /;'':'''). p",,v,,, q I.-v,\,v', "I
;J, "NAb,')" - NAr'uNA,1 Av,'" DGAIt:'lts ASS(),',4T;,~A,,' - Of=,::,c,'AI
u( ~,,", c ,~a.. G-,," r:>.?
'BC,TI"i THe5€ SC_I~,es. AlLIE: 12o(CD,r:jNIZ-c;1I)
ct ~ 1\'1.: tZ- oS ' ,'3 () T I-I IJ <1 '" AN ,::> L-\ $ " D .
l?'i A II
BeH RoOi"ll'\rd $;,
-zg'I2-U. ce:- ]<", T H
PI~E:; i P .,;cX; T'
I,
~., ~~"",.~._""-~'.... .-..- ~'.~.~'~""~. :-."..~,,,,..~.'~~''-~'''"
~(.'C_ A)
,
c:
COMMONWIALTH 01' PlNNSYLVANIA
COUNTY 01' CUM.IRLAND
III
Katlwrine .GQ1Ucl\
bllnll duly.. Sworn. . , according to I.w, dopolll Ind ..ys Ih.t (<h. .is ...theu .
_. ... ._._Executrix 01 tho Es..te 01 ...~'.J:AnQiIL\'l.Lr..ew.ia.._..~..__..
I.t. 01 .-South Middleton ., Cumberl.nd County. P'" dece..ed .nd Ih.I Ih.
within Is.n Invlntory made by Kather,tne . GoU.1ck ._, Ihe ..ld.._.Executrix...__
olth. .nllre est.te 01 s.ld d.codent, co,"lslln9 01 .11 Ihe perlonll prop.rty .nd rul utili, .xc.pt rul ....t. ouhld.
the Commonwulth 01 Pennsylvania, and thlt th. Ilgur.s opposlle oach Item 01 the Inventory represent It's 1.lr v.lu.
II 01 the del. of dec.dont's doath,
V';1,..,1 . . (/
II <1.>jMJj. .'
( /' (() .
97
19..._~
J
.(j)v1~,.." )
~ " .
(., -((. -....eLf ,
f I /- , (f 0~ I'
!i:.'(/;;Ol"/' _~!j!.IJ.'I(____.__ .
e..cutor . Admlnlet,.tor
Sworn
__._.Ind .ubserlbod belore mo,
November 18,
5 2 5Lim.est..onEl_~Q!!q ........._....._.__._~_
Carlisle, PA 17013
Oale of O.IIh
Notur,.1 Se.1
Ma'jo,'e A, DeLuca, Not.ry Public
. Booth M~~otOfl Twp, CUmbaf'nM County
My CommissIon b:plres Nov. 1 t 1990
l'tf~~'. f'onllsylvallla Assnclal,on 01 Notjl.IIT us t
.. ......., ",uu ....__, _ .. .... __ .___.9. .___ .u._
o.Y Month
Add....
1997
Vee,
INSTRUCTIONS
I. An Inventory mull b. flied within thr.e months .fter Ippolntment of pe..onll repr..enl.lI.e.
2. A suppl.menl Inventory must be flied within thirty dlYs of discovery of Iddlllonll.......
3. Additlon.1 sheeh m.y b. .ttaehed II 10 pe..onllty or re.lly
4. S.. Arliel. IV, Flducl.ri.. Ael of 1949.
IV'
~
.,"
1 g,
8 ~ VI
.. i>l
0 ~
I'- I>. ~ VI " .
0 2 ~ ,'" ~ . to
I 0 w ;II Q U\ o r
..
I'- !Z. x: I>. ... LA. ~ .. ... i ,
"'. l-
I LA. ... ~ 0 0-
.. ~ 0 ~ '" . .f
N ~
o Q ~ .
III Z VI cj >-1
:1 ffi 00( .," ~
I>. l) ... l><
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to ... ..
"l:
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r-. ... ... ....
.e E . J ~
j " if
0
Inventory of the real and personal estate of
Franc tl:l.~I'!-,. .._~~ts~.< ..-~
___.... deceased
~_.__~+----'-"~"'T___".__..<_'__-+__"U."__'_'~_"""
..... ~__..r_____._~..._,.n'o" .~,~.~.-. ,.-..-......~-'..
---' . -- ~.
1 . 49 Series (E) US Savings Bonds
2. 1992 Plymouth Acclaim motor vehicle
3. Radio, miscellaneous items
4. Stamp Collection
5. Certificate of Deposit, /121001054105, at PNC Bank
6. Certificate of. Deposit, /121001056455, at PNC Bank
7. certificate of Deposit, /121000110529, at PNC Bank
8. Certificate of Deposit, /121000112747, at PNC Bank
9. Certificate of Deposit, /121000112754, at PNC Bank
10. Savings account, /11090178201, at PNC Bank
1" Savings account, /15130349502, at PNC Bank
12. Savings account, /15130364905, at PNC Bank
\'-'10
n,
\1,
$8,B3 .00
4,'15
22
5,79
5,51 .46
53,47 .72
46,59 .81
8,74 .5A
3,78 .62
2rOO 7<'
. ,
7,34 .57
147,087 20
. "'I' :,..---.'" -;.. C"'--'" .........
\
,rl' \~ ,,'
, (5'. \r"
...,'.\ .
L.
..
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
'*
~REAU Of INDIVIDUAL TAMES
1~~11AHCE lAX DIVISION
KP1. ZlI/IiOl
HARRIS*URQ, PA 1712'~O'Ol
NOTICE Of INHERITANCE TAM
APPRAISEMENT, ALLDIIANCE DR DISALLOIlANCE
Of DEDUCTIONS AND ASSESSMENT Of TAX
_'~'II4I..mm.m
ANTHONV l DELUCA ESQ
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
DATE
ESTATE OF
DATI! OF DEATH
FILE NUMBER
COUNTY
ACN
02-09-98
LEWIS
08-18-97
21 97-0701
CUMBERLAND
101
A.ount R..ltt.d
FRANCIS
W
.. .4\l.a~n"'",< ,
~.tL-"-
MAKE CHECK PAVABLE AND REMIT PAVMENT Tal
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
0~~A!N LOWER PORTION FOR YOUR REC~~~~ -
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COMMONllEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
. .
IUftEAU OF INDIVIDUAL TAMES
IMHE~I'A!(l IlK DIYIIIOM
llI!Pl. U'UI
HIRRIIIUOO. PI 11121.0..1
In.IHI lit m IIHII
NOTICE Of INHERITANCE TAM
APPRAISEHENT. ALLDlIANCE DR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHZNT Of TAM
02-09-98
LEWIS
08-1S-97
21 97-0701
CUMBERLANO
101
L. A.ounl =lffod __J
MAKE eHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RIV: Uii1-iii .AF,.f o9":ny .iiiifici..ciF .YliHiiiifAMCi. Y AX. APjiRA.iiiiiiil'r;.;. tl.ciiiAMci .i:ili. ................
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FRANCIS W FILE NO. 21 97-0701 ACN 101 DATE 02-09-98
TAM RETURN WAS, 1 ) ACCEPTED AS fILED I X) CHANOED SEE ATTACHED NOTICE
ANTHONY L DELUCA ESQ
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
DATE
ESTATE OF
DATE OF DEATH
FILE NUMIER
COUNTY
ACN
FRANCIS
W
ESTATE OF LEWIS
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I. R..I E.t.t. (Soh.dul. AI
2. Sto~k' end londl ISohedul. II
I, Clo..I~ H.ld Stook/P.rln.r.hlp Int.r..t (Soh.dul. CI
~. Hort...../Not.. R.o.l.abl. (Soh.dul. 01
J. C..h/IMnk Depo.lt./H1.0. P.r.on.l prop.rt~ ISoh.dul. EI
.. Jolntly OWned Propert~ ISoh.dul. f)
7. Tren.f.r. ISohedul. 0)
a. Tot.1 A...t.
NOTE I To in.ur. proper
oredit to your aooount,
.ub.lt tho upp.r portlun
of thl. forM with your
tax pay..nt.
.00
8.833.00
,DO
.00
1:SSi254.20
.00
.00
III
Ul_
(2)
(5)
(~)
(5)_
(6)
171
147,087.20
191
UO)
16,520.90
APPROVED DEDUCTIONS AND EXEMPTIONS I
,. Funer.1 E.pen..I/AdM. Co.t./H1.0. E.p.n... (Soh.du). H)
10. Debt./Ho't.... Ll.blllll../L1.n. ISoh.dul. I)
II. Tot.1 Deduction.
12. Not V.lue of T.. R.turn
II. Ch.rltabl./Go..rnoent.1 I.qu..t., Non-.I.ot.d 'III Tru.t. (Soh.dul. J)
I~. Not V.lue of E.t.t. SubJlOt to T..
1.121.85
1111
U21
(1S)
U"_
17.1." 7~
129,444.45
.00
129,444.4!
If .n ........nt II.. i..u.d pr.viou.1Y, lin.. 14, 15 .nd/or 16, 17 .nd is will
refl.ct figur.. th.t includ. the tot.l of ~ r.turn. .......d to d.t..
ASSESSMENT OF TAXI
15. A_t of Lino l~ .t Spounl ..t. US)
I'. AMOunt of Llno I~ t..abl. .t Lln..l/CI... A r.l. II')
17.. AlICIUftt of Llno I~ t..abl. .t CollMt...I/ClMn I r.to 1171
la. Prlnolp.l T.. ou8
TAX CREDITS I
PAVHENT
DATE
1 -18-97
NOTlI
.00 M .00. ,00
,00 M .06. ,00
129,444.45 M .15. 19,416.66
(11)_19.416.66
RECEIPT
MUNIER
AA24247
DISCOUNT (+)
INTEREST/PEN PAID (-I
~
582.50
11,067.50
ANOUNT PAID
PAVMENT MUST B~ MADE BV 05-19-98M.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
11 ,650.00
7,766:66
.00
7,766.66
. If pAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN .1, NO pAVNENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRI, VDU HAV II.DUI
A REFUND. SEE REVERSE SIDE Of THIS FDRN FOR INSTRUCTIONS. I
\
~
t
RESERYATlON,
_OSE llI'
NOTICE I
PAYMENT I
REfUND (CRl I
OBJECTIONSl
ADMIN
ISTRAT1\IE
CORItECTlONS I
D11C0lJrtTl
PENALTYI
INTEREST I
"
.
,
E,'at.. of d.o~n\. dvlng on or blfor. 0.0....' ll, "12 .- 1f InY future 'nt.r..t in the ..tat. I. tran,flrred
In po.....lon or enjoy..nt to Cl... . (collat.ral) beneflol.rl.. of th_ dlCldlnt aftar th_ .~p'r.tl~ Qf In~ ..tata for
11.. or for y..r., thl COMloow..ith htIraby Iltpnllhr '....rv.. thl right to .pprahl end ...... Vln.f.r Inheritance '1)(1'
at tn. lawful Cl.., I (collat,ral) rat. on InY such future Int.r..t.
To fulfill thl raqulr..-ntt of Slctlon 2140 of the '~rltana. and Ell'" 'IX .ct, Act 21 of 1995. (12 P.S.
SlcUon 9l40).
Oataeh the top portlon of \hl, HDtlcl and tubalt Nith your PI.,..nt to th. ~..l.t.r of Will. prlntld on tne ravtr.. ,Sda.
__MM' chICle. or 1l0nlY order p.yabll tal REGISTER OF MILLS, AGENT
A r.fund of . ~.}( cudit, whlch ..a. no~ r.quut.d on th. hM R.turn, ..v b. rlqUl.~.d bv co-.pI.Un, In ....ppl1c.tlon
for R.fund of Pennlvl~.nll Inh~rl~.nc' .nd E.~.~. T,M" (REV~I!I)). Appllca~lon. ar. IVlllebla .~ the Offici
of ~ha R.gi.~.r of Will., any of ~he ZJ R.v.nu. DI.~ric~ Offlc.., or bV o.lling the .p.olal Z4~hour
In.warlng .arvlel ~.r' for for.. ard.rlnll In Pann.vlvania l-aOO~J6Z-2050, oU~llde P.nn.vlvantl end
wl~hln I~.l H.rrl.burg .ra. (711) 117~.094, TOO' (117) 172-ZZSZ (He.ring I.p.irad Onlv).
Anv party 1n In~.ra.~ no~ ..~l.fl.d with ~ha .,pr.I....n~, .llowane. or di.allawane. of daduOtlon., or ......-.nt
of t.x (Including dl'CDun~ or ln~.r..t) ., .hown on thl. Hotiea ~.t objlct ..I thin .ixty (60) dlY' of r.c.lpt of
thlt Motle. byl
~.wrltten prot.,t to tha PA Dap.rt..nt of Ravenu., loard of Appa.l., Olpt. ZII0Z1, H.rrl.burg, PA l712.~1021, OR
--eleetlon to heve the ..ttar d.tlralnld Ilt audit of thl account of ~hl p.r.onll r.pra..ntatlve, OR
--.,pa.l to thl orphan.' Cour~.
factual arror. dl.cov.rad on ~hi. .......an~ .hould b. addr....d In wrl~lng tal PA O.part.a"~ of Rava~,
auraau of Indlvldu.1 T..a., ATlNI Po.t A.......n~ R.vla.. Unl~, Oapt. 210601, Harrl.bur., Pi 171ZI-0'Ol
~ (111) 111-6S0~. Saa pal' 5 of tn. bookl.~ "In.truc~lon. for Inh.rltanc' rax Raturn for. R..ldant
D.c.dent" (REY~IS01) for an 'MPlanatlon of .deinl.~r.tlv.lY corr.ctabl. .rror.,
If InV ~.}( dul 1. p.ld within thr.' (5) cal.nd.r ~n~h. .ft.r the dleadant'. d.a~h. a flvl pare.nt (5Y.) dl.eO\~~ of
~ha tax pald It .llowad. F
ThI 15:< t'M HM.tV non-particlp.tlon pan.ltv h cOlJPUt.d ON U1a total of the taM and lntar..t .......d, end not
p.ld bafora January II, 1"6, the flr.t d.v aftar thl .nd of thl t'M .ana.tv p.rtou. Thi. non-p.rtlelpatlan
pan.lty l. .,p.a1abl. I~ tha ~a" ~ann.r and In thl tha .... tl.. p.rlod .. you would app..1 tha taM 8Rd lntar..t
that h., blan .......d .. Indlc.tld on thl. notlca.
Intlr..t I. ch.rged b.,lnnlng ..Ith flr.t day of delinquency, or nlna (,) ~onth' end on. (1) d.y fro. the date of
death, to ~he data of plyeant. T'Ma. which bac'" dallnqu.nt b.for. January I, I,.t b.ar lnt.r..t at the r.te of
,he C6iO percent par annutI ollcul.t.d .t a dallv rata of .00016". All taMU which bae... EMUn..a"t an and aftar
Janu.rv I, 19.Z will bear Intara.t .t . rftt. which Mlll vary fr~ e.land.r yaar to cal~ndlr yaar wlth that rat.
tnnouncad bv tha PA Oaparteant of R.vanue. Tha .,plloabla Int.ra.t r.t.. far l'lt through 1991 .r'l
'!!!! Interllt R.ta Oally Internt factor !!!r Inhnlt R.t. Oally Int.rllt F.ctor
\912 Zo;: ,aOOS41 1917 'X .000241
1911 16iC .000"31 19"- \ "1 ll~ .00n01
nl4 lliC .000501 1"2 'X .000Z,,1
1915 UX ,000556 I99J~1994 'X ,00019Z
1'.' IOiC .OOOt7~ I99S-199. 'X .00021't7
"~Intar..t I. c.lculltad a. follotFlll
INTEREIT . .ALANCE OF TAM UNPAID M NUMIER OF DAYI DELINQUENT M DAILY INTERElT FACTOR
-"Any Motlc. tlluecl Iftar the taM baeo.., dallnquwtt wilt refllM't an Interllt calculaUon to fiftHI' (IS) d.y'
bayond thl date of thl ......eent, If ply.ant l. -.d. .ftar the lntar..t co.put.tlon data .hown on the
MoUo., adcHUona1 lnter..t tN.t ba oahutatad.
/c~ /!f)("'!!
,)
IUREAU OF INDIVIDUAL TAMES
INHfRllANCr. lAM DIVISION
DEPt. 110..1
HARRlllUM' , PA 111ft~"'1
COMMONWI"1. T" u.. ..ann_. _. "".n
DEPARTMINT OF REVENUE
%NHI!UTANCE TAX
STATEMENT OF ACCOUNT
AMOUNT PAID
"*'
.IHW...... clf..,.
ANTHONV L DELUCA ESQ
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
DATE 07-14-1998
ESTATE OF LEWIS FRANCIS W
DATE OF DEATH 08-18.' 1997
FILE NUMBER 21 97-0701
COUNTY CUMBERLAND
ACN 101
E -'--A'IiuunCi...Uttd -J
"""""...",..===~
..-_._----_............------'~-
MAKE CHICK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE' To lneuro pr_r orodU to your ...ount, oubloU tho ""p.r portion of thh for. with your tox p.y..,t.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RICORDS ~
iI{V:U,1i1-iX.AFji-ijii:i,;",-_u...Jiiiii.iiiifilii;:"Ailci.fAi("Si'Aiii..Elif.OF-ACCOUMi-...Ji-.u..u..u__u.....
ESTATE OF LEWIS FRANCIS W FILE NO. 21 97-0701 ACN 101 DATI 07-14-1998
THIS STATEHENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE NAMED ESTATE, sNC!fN BE~OlI
IS A SUHNARY OF THE PRINCIPAL TAM DUE, APPLICATION Of ALL PAYHENTS, TNE CURRENT BALANCE, AND. If APPLICABLE,
A PROJECTED INTEREST FIGURE.
PAVME-NT
DATE
11-18-1997
05-18-1998
RECEIPT
NUMBER
AA242476
AA270091
----oi SCOUNT (+)
INTEREST/PEN PAID (-)
582.50
.00
11.067.50
7.766.66
\.1 ,~D
.-
q
['.J
h-
".(
!) [~
CO
N
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
19,416.66
,00
.00
.00
U t,;;'
(\)0:
r:c;
.\!
~ ~..
GO
~
. IF pAID AfTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION Of ADDITIONAL INTEREST.
! If TOTAL DUE IS LESS TNAN .1,
NO PAYMENT IS REquIRED,
If TOTAL DUE IS REflECTED AS A "CREOn" (CRlo
YOU HAY BE DUE A REFUND, SEe REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS. I
".
PAYlliNl,
bet..".. top portion of thit Notice and .ublllt wlth your PIYNf1t .1Ide Plyllbl. to tt. MIlt end 1lCtd1""
pr Anted CIf1 the ,.."er" *l~,
If RESID1!HT DECEDENT .... C1heCl~ at IlOfMty or.r pay_i. tOI REGISTER Of WILLS, AGENT.
If NOM~RfSIDE"' Df.C[Dt:NT .Ilk, otMok or 1tOf1llV or.,. f'lv8bll tol COf1ttOtCWEAllH OF PENHaVLVAHIA.
RE.,LIMD (tRH A nfund of . tll( cit...lt, which "'11 not r.qu..tiad on the llK Aeturn, ..y bl rlMlU..tld by C1011PloUng IH'l
-Appllo.Uon for Rofund M PINlIyIVMI, lm.r'ItMKlI IMld ht,t. 111(" (REY~llU), App1!caUonl .r. Iv.Ullblt ,t
the Offlno of the R..ilt.r of WlII., IHlY of the 21 R.Y~ nll.riot Offlo.. Drfr~ the o.,artaent" Z4~hour
~awerl", "tYlol ~r. for for.. ara.rlngI In PonnQ~lYanl. 1-800-36Z-10~D, Dut.lde Pennlvlvlnl,
end within locII Hartl'bur. .t.. (7111 7e7~8094, TOOl (717) 77l~22~2 (Hearing I~.lred onl~).
REPlV TOI
DIIC0UH1,
PENAL IV ,
INTEREST I
Qu4t,UOOI reg.rdlng .trot. cont,IMld on thlt notlol should be .ddr....d tOI PA D.part..nt of R,va~, lur...
of lndlvldu.1 'aM", ATTNI POlt A.......nt Ravlew Unit, Dapt. Z80601, H.rrlsmlrg, p~ 111ZI-0601, phone
(7111 181-6505.
If _,y tal( dull h paid Mlthin three (~) oal.nd8r aooth. aft.r the c:kto.dttnt'. death, . five parunt (5in dltoount
of the t.~ p._d II all~d.
The U~ tal( -.n..hI non~pa,.tltllpatlon ponalh II cMPutad on the total of the hM Itrld llltar..t ......!MI, IOd not
paid blfora J~ry la, 1996, the flr.t day .ftar the and of the tal( .-na.ty parlod.
lntar..t i. charged beelnnlng with flr.t day of dalln~ncY, or nIne (9) IOnth. .~ ona (I) deV fr~ the date of
death, to the data of pay""t. hwa. Nhlch bac... dallnqt.Hliflt LMfor. January 1, ~982 be.r Inter..t at tt1a r.t. of
.IM (6XI percent p.r ~ calculat.d at . dailY rata of .000164. All taMa. which ba~... dellnquent on end .ft'r
January I, 1912 will bear Int.r..t at . rat. which wlll v.ry frOl ~alandar y..r to caland.r ya.r with that r.tl
announctd by the PA o.part..nt of R.~.~. The IPPIlcabl. lnt.r..t rat.. for 19AZ through 19~1 .r'l
V..r lnt.r..t R.t. Dally Int.r..t factor Y..r Int.r..t R.t. OaUy Int.r..t faotor
1912 toX .0005~. 1981 OX .000247
1911 16% .00ltOI 198"-l'J"1 llX .00UOl
\914 m .0OO~Ol 199. 9" ,000247
1915 15:< .000356 199]-1994 7X .000191
\916 lOX ,DOaZ" 1995-1998 ,I: .aoOl..,
--Intlr..t l. cIlculated a. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--AnY HoUoI lu* aftlt thct tal< becOM' delinquent will rlflact an Intlt..t ulou"Uon t~ flUHn (5) daYI
blyond the data of tha ........"t. If p.y...,t i. .Itda attar th. lnta,..ut oOllPut.Uon d.ta ~, on the
MoUca, IIddltlonwl Int.,...t lIlt.t ba caloulatad.