HomeMy WebLinkAbout97-00732
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PETITION "'OR PRonATE \md GRANT 01' LETTERS
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1:.:11(/((' q/ _~hTJlI':!\l.!'lL!I. OTSTOT
also know" as __ -,.
Nn,
To:
1{~gi'l~r of Will> for Ih~
enlllllY of ~lImuer1and in lhe
Commonwealth of Pennsylvania
IJt'('l'lIsl'd.
Sodal s(':'~riIY No. .:u.5-1_0-0537~__-
----.--'.--"
The petition of the undersigned respectfully represents that:
Your pctitioncr(s), who blarc 18 years or age or older an the cxccllL~E_
illth~ la<l will of Ih~ ahove (k~('dellL (""~d __._-Se~ternher 10
and ~odkil(,) dal~d.N.9-"e -------'-- ------- - ....--------- -'-
named
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('-I all' rck\'anl l.jp.;lltll\lalKl'\. c,~. Il'llll1Kiation. Jl.'iLll1 of C\Cl.:lltnr. 1.'11.'.)
D~~~lId~lIl was domkil~d al deach in ~umlleilill<'\ ---n-I- ~ COllnIY. P'f.nns~lvania. wilh
h~__ lasl family or principal resid~nc~ al __Bethii~'J: age "etiretnen 1,;, nter,
325 Wes1ev D!ive, Mechanicsburg, PA f7n~_(Lower Allen Townsnlp}
(11..1 ~\rccl. numher and 1lI11lll,:ipaliIYI
.1997
D~cend~lIl, Ihen --11.2__ years of aue. died _~u~t 22
at Jtethil):lY....Yillag~..Retirement Center, Lower Alletl'l'Ownship
E'~~pl as follnws, dec~dent did nol marry, was nol divorced and did nol have a child born or adopled
afler eseclllion of llle wiil"ffered for probate; was not lh~ viclim Ill' a killing and was neyer adjudiealed
int.:ol11pctcllt:. None
Dcccndcnlat death owned property with estimated values as I"ollows:
(If domiciled in 1'(1,) All personal properlY
(If nlll domiciled inPa,) Personal properlY in Pennsylvania
(\I' nOl domiciled in Pa,) Personal properlY in COumy
Value of real estate in Pennsylvania
sillw.tl'd as follo\\'s:
$ 80.000.00
$
$
$ Nonp:
WHEREFORE. pelilioner(s) resp~clful1y request(s) lhe probale of the lasl will and eodiei1(s)
pres~J1(ed herewith and Ihe granl of Ictlers.-t.e,fttam.entarv
I lIC'lWIl1Clllary: ,ldminhlr;\1ioll ~.I.a.; administration d.b.n.c.La.)
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~chard C. Sue a er
44 West Main Street
Mechanicsburg, PA 17055-0318
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I::;s
COUNTY OF _~~NNSYLVANIA J
ThL' p'.:lilioncr(s) abo\'c-nanH.:d.~wt:ar(s) or affirm(s) that I . atcmcnts in the foregoing petition arc
tfllC and l.:orl"l':l.:l 10 tht: best or lhcknowlcdgc and belief pet i hat as personal reprcsen-
I:lIi\'e(s) of lh~ (Ibo\'~ dceedenl pelilioner(,) will well, din r lhe cscalC according 10 law.
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Sworn 1(1 0.1' arnrmed and iubsnibcd \
bef(lr~ me Ihis 29th da, of Richard C. Sne ba er
'jf~.~~"ii~~~~l~.d9~-- -'
......./5-,;?0tJ _/ 'I {f'ary C. ...ew~" R('~isler 'l U'..
No.
Estate of
CATHERINE H. 01'51'01'
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW septanber 4. 19.2Z.-, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated September 10. 1991
described therein be admittcd to probate and filed of record as the last will of
Catherine H. Otstot
and Letters Testamentarv
are hereby granted to Richard C. Sne1baker
FEES
'~:Jt'~/"'" M"",:,~
Register of Wills Mary C. LeW,LS
~g;' "Mm. , ,
TTORN (SuP, dYtf.Wc,,)
44 West Main Street
Mechanicsburg. PA 17055-0318
ADDRESS
Filed
$ 200.00
$ 9.00
$
$
TOTAL _ $
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PHONE
Probate, Letters, Etc. ..' , . . . . .
Short Certificates( 3j . , , . . . . , , ,
Renunciation ".,..,.,......,
x-pages (3)
JCP
9.00
J.UU
(717) 697-8528
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Mailed Letters and order to Attorney on AUgust 51.1997.
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LAW OfFICES
SNELDAKER lit BRENNt:MAN
LAST WILL AND TBSTAMENT
I, CATHERINE H. OTSTOT, of the Township of Lower Allen,
County of Cumberland and Commonwealth of Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare 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. I order and direct that all my just debts and
funeral expenses be paid by my Executor, hereinafter named, as
soon as conveniently may be done after my decease.
SECOND. I give and bequeath my solitaire diamond
engagement ring unto SHIRLEY HAINES, absolutely.
THIRD. I give and bequeath my television set with stand
and remote control device unto KENNETH E. MYERS, absolutely.
FOURTH. I give and bequeath my snow scene painting by
Emma Otstot unto FRANCIS E. MYERS and ROSEMARY MYERS, absolutely.
FIFTH. I give and bequeath my large painting by Ivan
Lenker unto DONAI,D HAINES and SHIRLEY HAINES, absolutely.
SIXTH. I order and direct that all the rest, residue and
remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situated, shall be converted into cash as soon as
practicable after my death, which cash shall be distributed and
.~
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LAW OFFICEfi
SNEL.DAKIl:R a: BRENNEMAN
disposed of in the following manner:
A. I give and bequeath a sum of money equal to
ten per centum (10%) of my residuary estate unto the
SHEPHERDSTOWN UNITED METHODIST CHURCH BUILDING FUND,
absolutely.
B. I give and bequeath a sum of money equal to
forty per centum (40%) of my residuary estate unto
ARTHUR L. OTSTOT, absolutely.
C. I give and bequeath a sum of money equal to
fifty per centum (50%) of my residuary estate unto
KENNETH E. MYERS, absolutely.
If there should be a lapse in any of the foregoing residuary
dispositions because of the failure of the beneficiary or
beneficiaries to survive me, I order and direct that the subject
matter of such disposition shall be distributed unto and among
the surviving residuary beneficiaries in the same proportion as
their stated shares then bear to the whole residuary estate.
LASTLY. I nominate, constitute and appoint RICHARD C.
SNELBAKER, Esquire, to be the Executor of this, my Last Will and
Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in such event, I
nominate, constitute and appoint KEITH O. BRENNEMAN, Esquire, to
be the Executor hereof, each and both to serve without bond or
other security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, CATHERINE H. OTSTOT, have hereunto
set my hand and seal to this, my Last will and Testament which
-2-
.
consists of three (3) typewritten pages to each of which I have
affixed my signature this
J"{J!:S:: day of September A.D., One
Thousand Nine Hundred Ninety-one (1991).
C-('!r-/, ,.,,~. J; 1~i:tA'J.~.:t
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by CATHERINE H. OTSTOT, 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 in the presence 'of each
other, have subscribed our names as witnesses hereto.
C? a.Z;u' .
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(SEAL)
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COMMONWEALTH OF PENNSYLVANIA
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SS.
COUNTY
OF
CUMBERLAND
We, CATHERINE H. OTSTOT, PATRICIA J. THOMSON and JANET R.
STEGNER, the Testatrix 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 Testatrix signed and executed the instrument as her
Last Will and Testament and that she had signed willingly, and
that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as a
witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
G-rL -.u.,;... U 6J .zn:bct:
Testatrix
G;3h.if;~ 2, ~"'- )
Wit ess
~d:e-" --
SUbscribed, sworn to and acknOwledged before me by CATHERINE H.
OTSTOT, the Testatrix, and subscribed and sworn to before me by
PATRICIA J. THOMSON and JANET R. STEGNER, witnesses, this /~ ~
day of September, 1991.
~?Z&~ ~ /~....
Notary Public
LAW OFfl'ICE6
SNELDAK~n a DRENNEMAN
Nclc)[i~1! Sf~JI
C,1Iinrhc: E. 8o~~"urn, Notary Public
l\'lccI13n;'::';,:':'Jrq Eklrcugh, Cumbr.1r1and County
My CClril nls:ion Expires Feb, 27, 1994
Mcolbcr, PennsylvaniaAssoOO:tion of Notaries
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent: Catherine H. otstot
Date of Death: August 22, 1997
No. 1997-00732 PA No. 2197-0732
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
or about September 12, 1997:
Name
Kenneth E. Myers
Address
53 South York, Box 85
Etters, PA 17319-0085
Francis E. Myers
Rosemary Myers
Donald Haines
shirley Haines
Shepherdstown United
Methodist Church
526 Fishing Creek Road
Lewisberry, PA 17339
923 Emily Drive
Mechanicsburg, PA 17055
1934 South York Street
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except:
Arthur L. otstot, who predeceased the decedent.
Date:
October 3,
. ,~,)
. .' I...
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1997
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~chard C. Snelbaker
44 West Main Street
Mechanicsburg, PA 17055-0318
(717) 697-8528
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Capacity:
X Personal Representative
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Counsel for personal
representative
SNELBAKER. BRENNEMAN 8 SPARE
^ I'ftOI'.....l(lN^l (ORI'ORAflON
A:ITORNEY5 ^ T I.AW
4<, WI"" M^IN ~nuu
MECHANICSBURG. PENNSYLVANIA 17055
RICH^RD C. SNf:LBAKER
KEITH 0, BRENNEMAN
PHILIP H. SPARE
p, O. BOX 318
FAC.SIMll[ mn 697.7681
11!-nO/.H'I?X
November 21, 1997
Mary C. Lewio, Regizter of ~ills
Office of the Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of Catherine H. Otstot, Deceased
Estate No. 21-97-0732
Dear Mrs. Lewis:
On behalf of the executor of the above decedent's estate, I
enclose herewith an Estate check No. 101 payable to your order as
agent in the amount of $10,000.00 to be applied on account of
Pennsylvania inheritance tax.
Please cause the enclosed check to be applied on the above
Estate's tax account and kindly issue to us a receipt indicating
the discount or abatement allowed for payment within three months
of the decedent's death.
Thank you for your kind attention to this matter.
ichard C. Snelbaker
RCS:wmt
Ellclosur~
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COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280GOl
HARRISBURG, PA 17128.0601
.
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. t~/~ 242482
nEV.1l62 EX (11.961
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
RICHARD C SNELBAKER ESQ
101
$10,000 00
44 W MAIN STREET
MECHANICSBURG, PA
17055
FOLD HERE
FOlD HERE -
ESTATE INFORMATION:
FILE NUMBER
21-1997-0732 SSN 175-10 0537
NAME OF OECEOENT (LAST) (FIRST) (Mil
OTSTOT CATHERINE H
DATE OF PAYMENT
11/21/1997
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF DEATH
TOTAL AMOUNT PAID
$10,000.00
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RECEIVED BY jJ!tUl...; {;: '1.~f"-V'./ /')/0.1./
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MARY C. Lf;:WIS, ",', I, /J ;,F;.--
REGISTER OF WILLS / ",pi- p/'7
REMARKSR I CHARD C SNELBAKER ESQ
SEAf:HECKII 101
RECISTER OF IVILLS
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COHtlOHWU,lltt at' II[HNSVlVAHIA
DCPARIHEHT or Ill::V[HU[
BUREAU or INDIVIOUAL IA)([S
DEPI, i?80UOl
.tARRlSBuRG, PA 1I1~8-0fJOl
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 97-0732
97150449
12-09-97
11'- ,\.1 II lit " .~,
TYPE OF ACCOUNT
EST, OF CAT~ERINE H OTSTOT
5.5, NO. 115-10-0537
DATE OF DEATH 08-22-97
COUNTY CUMBERLAND
SAVINGS
-
X. CHECKING
TRUST
CERTIF .
KENNETH E MYERS
BOX 85
53 S YORK ST
ETTERS PA 17319
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE. PA 17013
HELLON PSFS h.. p,o,Id.d tho D.p..tm.nt with tho inlo,n.tlon :.:tod b.iow which ha' boon u"d in
c.icul.tin. tho pot.nti.1 t., du" th.I' ,"cocd' Indlc.to that .t tho d..th D' tho .,.". d,c'L,nt, 'OU woe. . joint own,,/b.n.lici'" D'
thl' .ccount. If you f..1 thi, In.orm.tion I' Incoc,"ct. pi"" obt.in wdtt"" c",.ction fcom "linanci.' In,tltution. .tt.ch . CDPV
to thl' 'ocm .nd ,.tu,n It to tho .bo," .dd,",', Thl' .ccount Is to"blo In .ccord.nc' with tho :nh.dt.nc, t" l.w' of tho Commonw"llh
ot 1l0nnsYiY8nlc1. uuustiuns 1'1&'1 ue iU1SW..n,U Uy lo<lllitl\l ,,17; ,;;7-;;:1<:;.
Date
Established
REVERSE SIDE FOR
06-05-85
FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW ·
Account No, 12-692-0204
. . SEE
x
1,505.88
50.000
752.94
.15
112.94
To insure proper credit to your account, two
(i?) copies of this notice ~ust acconpany your
payment to the Register of Wills. Hako check
payable to: "Ragister of wills, Agent",
Account Bal~nc.
Percent Taxable
Amount Subject to Tax
Tax Rote
potential Tax Due
x
NOTE: If tax payments are made within throe
(5) months of the decedent's date of death.
you may deduct a S% discount of the tax duo.
Any inheritance tax due will boco",e dBllnQuent
nine (<)) months after tho date of doath.
PART
[D
FAILURE TO RESPO
TAXPAYER RESPONSE
WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
.,
, CHECK
I ONE
. BLOCK 6.
'- ONLY
c.
The ,lbove infornAtion ,'\nd tax (Jua is corroct.
._ 1. Oou M." 'MOP," " ,_n" "",,,nt tn '"'' '0''''"' o' ml' _ith ,-" copl" o' 'hi' noti,,, " oo,"In
<l obcuuJ1t or <!VOid intarost, or JOY "'"'0' (,neck oo~ .'A.. lnd r.)tur" thl~ notica to the Re91ster of
wills and an official assessllIent will be Issued by the PA Oapartment of f.levonue.
The above asset has been or will be roportad and tax paid with the Pennsylvania Inheritance Tax roturn
_ to bo filed by the decodBnt's repros9ntative.
r-, ThO above inforAation is incorrect and/or debts and doductions were paid by you.
_ You must cOlllplete PART :z- and/or PART T. below.
Ii you indicate a difierent tax rate, please state your
relationship to decedent:
PA
OFFICIAL USE ONLY C AAF
DEPARTMENT OF REVENUE
PART
~
TAX n~1'Un:~ - C~~?UTATIO~~
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
TJ'.X Q!.~
J"!~'!' !T~lI~! J'.':CQI.1t.!rc;
r'!\D
- ~-- -- -~-'-" -_.,- .--
OF
1
2
3
4
S
&
7 X
8
DEBTS AND DEDUCTIONS
1
2
3
4
5
6
7
8
CLAIMED
X
PART
~
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
I
I
TOTAL lEnter on Line 5 of Tax Computation)
I
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$
declare that the facts I
and beUei.
have reported above are true, correct
HOME (~'/7) f-:1y-)'tlt:,?>
WORK ( )
ELEPHONE NUMBER
and
DATE
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with I1Ppllcnhle Intorut Mud on Inforl'llltlon
Qublllithd by thll f1nnnclal Inltitutlon.
2. Inh.rltnnclI taM b.Co~.s dellnquont nino ~onthl "ft.r tho doclldont's dllt. of dOllth.
3. A joint account I. hlKnbl. 0"'80 though tho decodant's nn"'lI lolli' ..ddu(l (IS ,'"Ilttor of co"vA"lo"co.
It. AccQunts {Including thO.o hold botw..n hUlbllnd nnd wife} which tho dllclldont put In Joint ",,11I0' within on. YO"" prior to
doath arll fully taKable III tr~n~f.r',
S. Accounts ..tablhhlld jointly botw..n hUlbnnd Ilnd wHo IIIor. Ihll" on. yur prior to death nr. not ttUlubiu.
6. Accounts hold by II decedent "In trust for" onothar or olh.r. IIrIl tnKnbh fully.
REPORTING INSTRUCTIONS - PART
1
TAXPAVER RESPONSE
1. BLOCK A _ If tho lnfornatlon lInd cOIIIPutation 11'1 tho notlcll arll corrllct nnd deductions lIrll not blllng claimed, plncll an "X"
In block "A" of Part 1 of thll "TlUcpaYlIr RlIsponSll" SOlct Ion. Sign two coplllS ~nd sub'" I t thlllll wi th your chllck for thll nmount of
ta~ to thll RlIglstllr of Wills of the county JndJcatGd. Thll PA Dapnrtmllnt of RlIvenUIl will issue on official asslIsslIlllnt
(Form REV.IS48 EX) upon rllcllJpt of thll rllturn from thll Roglstnr of Wills.
2. BLOCK B _ If thll 8SSllt sPllclfilld on this noticll has blllln or will be reportlld and ta~ paid with thll Pennsylvania InhllrltanclI
Ta~ Return filed by thll decedllnt's rllPrllsllntatlvll, pl8Cll 8n "X" In block "B" of Pllrt 1 of tha "TB~paYllr ResponSG" slIctlon. Sign onll
COpy and rllturn to tha PA Departmllnt of RlIvanue, Burllau of IndIvidual TOlClIS, DlIpt i!80601, Hllrrlsburg, PA 111Z8-0601 In thll
Gnvlllope provIded.
3. BLOCK C _ If the noHcll inform8tion is IncorrClct and/or d9ductIons aro blling claimlld, chllck block "C" llnd compllltll Pi'Jrts i! and 3
according to thll instructions billow. Sign two coollls and submit thllm with your chllck for the amount of ta~ pav~blA to thQ Poq!rtAr
of wills of thll county indicated. Thll PA Dopartmont of RlIvonull will Issull an official assossmllnt (Form REV-IS48 EX) upon rllcllipt
of tho rllturn froe thll RlIgistllr of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Entllr
NOTE:
thll datll thll account originallY was ostablishod or tItlod In tho ~annllr o~isting at datil of doath.
For a dllClldent dying aftllr 12/12/82: Accounts which thll decodllnt put In joint nalllllS within ono (I) year of dllath arll
ta~abll1 fully as transfllrs. HowlIVllr, there is an o~clusion not to lI~celld $3,000 pllr transforoe regardloss of thll value of
thll account or thll numbor of accounts hold.
If a doublll asterisk (..) appears bllfore your first nDmll in tho address portion of this notJcll, tho $3,000 o~clusIon
already has bOlln dllductlld fro~ thll account balance as reportod by thll financial institution.
2. Enter the total balancll of the account Including intllrost accruod to thll datil of dllath.
3. Thll porcllnt of thll account that 15 ta~able for oach survivor is dotorminod as follows:
A. The porcent ta~able for joint assets establishlld more than one year prior to the decodont's death:
DIVIDED BY TOTAL NUHBER OF
JOINT OWNERS
E~a",ple: A ;olnt 1ISSllt register9d
DIVIDED BY TOTAL NUHBER OF X 100 . pERCENT TAXABLE
SURVIVING JOINT OWNERS
in thll name of the docedont nnd two othor pllrsons.
I OIvIDED BY 3 !JOINT OWNE.RSl DIVIDED BY Z (SURVIVORS) ~ .167 X lOa
16.7% (TAXABLE FOR EACH SURVIVORl
..
The pllrcent ta~ablo for assllts crllated within one ~lIar of thll dllcodont's dllath or accounts owned by the decodllnt but hold
In trust for anothllr IndividuaHsl (trust bllneficlarles):
I DIVIDED BY TOTAL NUHBER OF SURVIVING JOINT
OWNERS OR TRUST BENEfICIARIES
J( 100
PERCENT TAXABLE
E~a~ple: Joint account rllgisterlld in thll nama of tho decodont and two othllr persons and lIstnblished within ono y9ar of dllath by
the dllcedent.
1 DIVIDED BY 2 (SURVIVORS) . .SO X 100 SO% (TAXABLE FOR EACH SURVIVOR)
4. Thll amount subjoct to ta~ (lin8 4) is dlltllrminlld by multiplying the account balance (1lno 2) by thll percent ta~ablo (11~1I 3l.
5. Enter thll total of the dllbts and doductlons listod in Part 3.
6. The amount ta~able (11nll 6) 15 dllterminlld by subtri'Jctlng tno dobts and doductions (lino 5) from tho amount sUbjoct to t~x (lino 4).
7. Entllr thll appropriato ta~ ratll (line 7) as dlltllrmined billow.
A. For datlls of death occurring aftllr 6/30/94, thll ta~ ratos for transfors to spousos era as follows:
1. Dates of death on or aftllr 7/1/94 and bofore 1/1/95 the rata 15 3%.
2. Dates of dllath on or aftllr 1/1/95 transfors to spouses will be ta~od at 0% ta~ ratll.
Notll: For d8tlls of dllath prior to 7/1/94 transfers to spouses aro ta~ablo at 6%.
B. Transfllrs to lineal doscllndants including fi'Jther, Illuthor, son, daughtor, grandchildron, son-in-law,
daughtllr-In-law, stepchlld and thoir issull are talCablll at si~ percllnt (6%).
C. Transfors to all others Including brothllr, sistor, uncia, aunt, nophow and nloco are ta~8blo at fIfteon porcont (lS%).
D. If you changll thll ta~ ratll, plllasll sPllcify your relationShip to tho dllcodont in thll area provided.
8. The amount of ta~ due (lino 8) is detclrmined by multiplYing the amount ta~ablo (11ne 6J by tho t8~ rate UIne 7l.
CLAIMED DEDUCTIONS - PART
3
OEBTS ANO DEDUCTIONS CLAIMED
Allowable dllbts and doductlons arll dotormIned as follows:
A. You 11Igally are rllsponsible for paY.lInt, or the estate subjoct to administration by a personal reprllsontatJve is insufficillnt
to pay tho doductiblll Itoms.
B. You actually paId the dobts after death of the docodent and can furnish proof of payment.
C. Dobts beIng claimed ",ust be ItomizlId fully in Part 3. If additional spacll is nelldod, uso plain papllr 8 112" ~ 11". Proof of
payment may be requestlld by the PA Dep8rtment of Rovllnuo.
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TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL ThE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 28060 I
HARRISBURG, PA 17128.0601
RECEIVED FROM:
I
KENNETH E. MYERS
P.O. BOX
85
ETTERS. PA
17319
FOlD HERE
ESTATE INFORMATION:
FilE NUMBER
=1-19Q7-0732
NAME OF OECEOENT (LAST)
W, ,.. ,.
\.
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
.
NO./IA 27 'J Ll4 8 REV,,,,, EX 1""6,
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
9'"71=":\('(r9
1);11 it 9't
551" 1 "7'5-10-0<';,)"7
(FIRST)
(MI)
OT~TOT CqT~FRT"E ~
DATE OF PAYMENT
'5 'Og 'I 999
POSTMARK DATE
'5 '0" '1 QQS
COUNTY
rllMRl='nl aNn
OATE OF OEATH
REMARKSKENNETH E. MYERS
SEACHECKII 5194
1.
"
FOlD HEAE -
TOTAL AMOUNT PAID
$112.94
CW
RECEIVED BY
H,GI:3TEf1 OF WIl.LS
MARY C. LEWIS
REGISTER OF WILLS
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COHHGNWEALtIl OF PfNNSVl VAN IA
OEPARTMENT or R(VrNUE
r.-,'LAU Oi"lNOlvIDUAl TAX[S
DEI"T. 2&0&)1
HARRlSBUR~, PA 1/128-0bOl
, (1;.,(.;
J::'~/f~
~-dJ;~
INFORM~I)~N NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 97-0732
97150109
12-09-97
'1". ;\.1 I' 1" l/.'~ I
TYPE OF ACCOUNT
""J SAVINCS
CHECKING
TRUST
X CERTlF.
FORHS TO,
EST, OF CATHERINE H DTSTOT
S,S. NO, 175-)0-0537
DATE OF DEATH 08-22-97
COUNTY CUM8ERLAND
REHIT PAYMENT AND
REGISTER OF WILLS
CUMBERLAN& CO COURT
CARLISLE. PA 17013
MYERS
ST
KENNETH E
BOX B5
53 S YORK
ETTERS
HOUSE
PA 17319
DAUPHIN DEPOSIT BANK & TRUST has provided tho OopartlllAnt with tho inforlllntion lhtAd balow which h;ts boan used In
c/llcula.tlng tha pohntial tax dUll. tholr rocords Inulcah that ilt the dOilth of tho nbovliI docQdont, you wero it joint owner/beneficiary of
thIs account. If yOU f91i11 this Inforllti.'lUon Is Incorrect. plo<l'Je obtain writton corrQcUon from the ftnilncial institution, "t\nch a copy
to this form and roturn It to tho i:lboVQ ilddross. this .)ccount is t<lxablo In <ICCordllnco with tho Inhol"'itanco lax Laws of tho COl'lmOnw0Blth
ot '-onnsyl"..ll1a. uU9stlOns "lilY IJWI <l1l:.WWltll.l U, ..c.ll~lI~ ,i'~i'j 1<ii' <i:i<:..
FILING AND PAYMENT INSTRUCTIONS
1I 1I 1I SEE
REVERSE SIDE FOR
04-01-96
To InsurQ propllr crgdlt to your ilccount, two
eZI copiQs of this notico ~ust accompany your
paYlllent to tho Roglstor of Wills. HakQ c:hQck
payablo to: "Register of Wills, Agent".
COMPLETE PART 1 BELOW
Account No. 8140193518
Date
Established
PART
II]
10.204.03
50.000
5,102.02
,15
765.30
TAXPAYER RESPONSE
FAILURE TO RESPO D WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
Account Balance
Percent Taxable
Amount Subject to
Tax Rat.
Potential Tax Due
x
NOTE: If tax pa~l'lents are made within three
13) months of the aecedont's dato of death,
YOU may doduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after tho date of death.
Tax
x
A, I I The aboIJIlI lnforllll!ltion and tax duo is cor"Get,
- 1. Vou ",ay choose to rOlllit paYl'lent to the R"glste" of wills with two caples of this notico to obtain
a discount or avoid lntorest, or ~ou lIIay ChllCk bOX "A" and return this notlco to the Roglullr of
Wills and an official asseSSI'lQnt will be Issuod by the PA DepartlllGnt of Revenuo.
,... CHECK
LONE
BLOCK
ONL Y -'
B. ~ Tho above asset h~s been o~ will be roport~d and taM p6id with thQ Pennsylvania Inheritance Tax rQturn
- to be filed b'JI the decodgnt's represontative.
c. I~ The above Information i~ncorroct and'ot-nobts and deductions wero paId by you.
- You Must complote PART ~ and/or PART, ~ ' bolow.
PART
[21
If you indicate a different tax rate, please state your
relationship to decedent:
OFFICIAL USE ONLY C AAF
PA DEPARTMENT OF REVENUE
T^~ O~ JO!M~/:~UST ~C~QUNr~ P^D.
1
2
X 3
4
5
6
X 7
8
DEBTS AND DEDUCTIONS CLAIMED
r.~runH ~ C~H~UT~:IO~
1.'Dat. Est~blish.d
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5, Debts and Deductions
6. Amount Taxable
7, Tax Rate
8. Tax DYe
TAX
OF
1
2
3
4
5
b
7
8
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PART
@]
DATE
PAID
PAVEE
DESCRIPTION
AMOUNT PAID
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perjury, I declaro that th. facts I
knowledge and belief.
DATE
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I, FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with .ppll"hl. In'.'." hn,...n InWhO'l,"
sublll1tted b'l the finnnciAl institution.
" Inh.d"n,. ..' b."." ..IIM.,.n' nln. ..n'h' oft., 'hn ..,...n'" ".,. .1 ...Ih,
" . join' o".un' I' ",obi. .v.n 'hou.h 'h. ..,...n'" no"' w., .,.d.. ., 0 notl., .f "nv.nl.".,
4. .,,0unlS IInclu.in. 'ho" h.ld b.,w..n hU'bund on. wil.J whl,h Ih. ..,.d.n' pu' In join' nnn.. within on. ,." p,\DC '0
death Are fulh tll)llAble ItS trAnsfers.
,. AeeounlS ",.bll'h.d joln'IY b.,w..n hu'h"d .nd wilD no'. ,nnn .n. yo" pr \DC '0 ...'h "'. no' ....bl.,
., A"ounlS h.ld b, 0 ..e.d.n' "In "u" fo'" onolh.r oe o'h." .'0 "..hlo lull"
GENER~L INFORM~TION
1. SLaCK.' 11 Ih. Info,.olion ,n. ".pu"lion In Ih. noll'. or. "".et and ..du,lio" .,. no' b.ln. elal..d, p'''. ,n "'"
In bloc' "A" of P.rt I of Ih. "18,p...r ,,,pon,." mllon, SI.n 'wo "pl.' .nd ,ub.It 'h.. with ,ou' eh." foe 'h. ..oun' of
la, '0 Ih. ,..i".' d. will' o. Ih. "un " indl..lod. lh. PA D.p.r,..nl d. ,.v.nu. will I"u. .n officl.1 ,,,.,,..nl
(ForM REV~lS48 EX) upon receipt of the return from the Register of wills.
REPORTING INSTRUCTIONS - PART
1
_ T~XP~YER RESPONSE
,. .,OCK.' If 'h. ",., .p.,lfi.d on 'hi, .0,le. h" b..n Dr wi,l b. ,.po".d ond I., p.ld wl'h 'h. p.nn",v,n\, Inh.,i"n,.
Tox ,.turn fll.d b, Ih. d...d.n'" ,.p,o"nl,liV.. pl... .n ..,.. In b'oc' ..... d. p,,' \ of Ih. "T"P"" ,,,pon,," ,.,Ii,", Si.. on.
"p, ,nd ,.'u,n '0 'h' PA O.porl..n' of 'oY.nu" .,,"u of Indlvldu,1 lox". D.p' '.0.", Hor,l,bu'" PA 1I1Z&'0." \n 'h'
envelope provided.
,. .LOCK C . 11 Ih. noli.. InW.,'ion I' In,,,roe' ondlo' ..du,lion, "'0 b.in. ,Io\..d. ,h.e' blo" "C" ond 'o,p"" Por" , .nd ,
"","n. " ,", \o"-,,ti,r., .dee'. 51." ,," ",\" .nd 'c,,,,, 'h'" ""h ,,", ","", ,,, "" ."ou", ,f ,., ."ob" '0 ,",' ..."'"
of Will' o. Ih. eounlY \ndle"od. Th. PA Dop,rl..nl o. ,.vonu' will i"u. .n off\el., ",."..nl IFor. 'EV'I". EXJ u,on r.e.lpl
of the return from the Register of wills.
LINE
1. Enter
HOTE:
Ih. d". 'h. "eounl ori.in,I" w" ,,"b,l'h.. or 'ill.d in Ih. .,nn.r .,\,'in. ol d'" of doolh,
For' d."d.nl d,in. ,ft" IZIIU." A"o,"IS whieh lho d..odon' oul in jolnl n".' wllhln ono III ,." of d"lh ,ro
I".bl. 'ull, ",r.n,..r" Howov.r. Iho'. i, .n o,elu,ion nol '0 o,eood ",000 por I,on"o,oo ,o.ord'o" of Ih. vo'uo D.
the account or the number of accounts held.
T~X RETURN - P~RT
2
_ T~X COMPUT~TION
If . doublo ",.rl" 1'" .op.,r' b.'or. ,our fir,1 n... In 'h. addro" por'lon of Ihi, nolieo, 'ho ,'.000 o,e'u,lon
.lr.adY h" b..n d.duelod fr08 Ih. .eeounl b.laneo " roportod by Iho flnaneia' In,I"U,ion.
,. Enl.r Ih. tol.' balanee o. 'h. aceounl Ineludin. in,or." ,eeru.d '0 Iho d.'O o. doalh,
,. Tho p.reonl o. IhO .eeounl Ihal I' ,a,.blo '0' ..eh ,u,vivor I' dOIO,.lnod ., follow"
A. The p.re.nl I.,.bl. 'or jolnl .".,, o".bll,hOd .or. 'h.n ono y..r prior 10 Iho doeod,nl" do,lh'
DIVIDED RV TOTAL NUHRER OF
JOINT OIolNERS
Example: :. joint asset registerCld
DIVIDED RV 10TAL NUHRER OF X 100 ~ PERCENT TAXARLE
SURVIVING JOINT OWNERS
in the name of the decedent and two other persons.
16.7Z (TAXARLE FOR EACH SURVIVORl
.. The p.re.nl ,.",1. for ",.,, er..,.d wi'hln on. ,.or d. lho d.eodon'" d..,h Dr .ecoun" own.d b, lh. do,o..nl bu' h.ld
ln trust for another indlvidualtsJ (trust bClnClficiariClsl:
1 DIVIDED IW 3 (JOINT 01olNERS) DIVIDED RV 2 (SURVIVORS) '" .167 )( 100
Example: Joint account registered
the decCldClnt.
1 OIVIDED RV Z (SURVIVORS) . .SO
In 'ho n... of Iho d.e.d.n' ond IWO olh.' p.r'on' .nd o".bl\,hod wi'hin ono ,o.r d. do,lh b,
X 100 ,. PERCENT TAXARLE
1 DIVIOEO RV TOTAL NUHRER OF SURVIVING JOINT
OIolNERS OR TRUST BENEFICIARIES
.. Th. a.ounl ,ubjoe' 10 '" "In. ., I' d.,or.in.d b' .ullipl,ln. Ih. ,eeounl "I.n" "In. " b, 'h. p.r,on' la,.bl. II'n. ".
S. Enter the totAL of the debt~ and deductions listed in Part 3.
.. Th. ..ounl I".bl. (\In. .J I' d.,...in.d b, "blroelin. 'ho dobls .nd d.duelion, (\\n. " fro' Ih. ..ounl ,ubj.et 10 I~' (\in. 4l.
7. Enter tho 8Pproprlllte tax rate (linG 7) as dGterminGd below.
A. For dO'.' o. d.,'h oeeurrin. ,"or .,'0/94, Ih' "" r,I.' 'or Ir.n,.or' 10 ,pou'.' .r. ., 'ol'ow"
1. Dates of dGath on or aftGr 7/1/94 and before \/1/9S the rata is 3Y..
,. 0,'0' o. d.,'h on or .ftor 1111" "a""" lo "0",0' will bo loxO. .1 " lox rol.,
NolO' For dol.' o. d..,h prio, 10 1/lI94 Iron"." '0 ,,0",0' "0 ""blo ., .'l.,
S. Tran"o" 10 IIn.,1 d.".nd.nls includln. falhor. .olhor, 'on, dou.hlor, .rand'hildron. ,on- in' low .
daughter. in-law, stepchild and their issue are taxable at six percent (6Zl.
C. Tran,f.r, '0.11 olh.r, ineludin. brolho', ,i,lor, unelo. ,unl, noohow ond ni." .ro la,obl. " fifloon ,oreonl 11''l.1.
D. If you ch,n.. Ih. '" rolo. plo",O ,.oeif' ,our rol.lio..hio '0 lho doeodon' in Ih. oroa provld.d,
.. Th. ..ounl d. '" duo Illn. ., I' d.,.r.in.d b, .ul'ipl,in. Iho ,.ounl I".b'o "~ine ., b, Iho 10' r". "In. 11.
X 100
soz (TAXABLE FOR EACH SURVIVOR)
Allowable debts and deductions are determined as follows:
A. Vou 1...11' .r. r.,pon,iblo for p,y..n', or 'ho .,,.,. ,ubjoel 10 .d.lnl",,'ion b, . o."on,' ropro,on,,'iv. I' in,uf'lel.nt
topa'l the deductible items.
S. Vou .elu.,I, o.id Ih. dob" ,f'or do,'h d. 'hO doeodon' .nd e,n furni'h oroof o. po,.on',
C. DobIS ,.In. elol.od .u" bo ito.izod fuil, in PorI', 11 odditional "oeo I' nood.d. "'. plain poPor S "'" ,II". Proof of
payment may be requested b'l the PA Oopartment of Revenue.
CL~IMED DEDUCTIONS - P~RT
3
DEBTS ~ND DEDUCTIONS CL~IMED
T~XP~VER ~SSIST~NCE
IF yOU NEED FURTHER INFORM~TION OR ~SSIST~NCE, CONT~CT ~NY
REGISTER OF WILLS. P~ DEP~RTMENT OF REVENUE DISTRICT OFFICE
OR C~LL THE BURE~U OF INDIVIDU~L T~XES, T~XP~YER INQUIRY UNIT IN
HARRISBURG ~T (717) 787-8327. TDDI (717) 772-2252 (HE~RING IMP~IRED ONLY)
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILi:D IN DUPLICATE
WITH REGISTER OF WILLS)
~
fOR DATES Of DIATH AnlR 12/31/91 CHICK HIRE
If A SPOUSAL
POVIRTY CREDIT 15 CLAIMID :J
fill NUMBlR
COMMONWEAltH 01 PENNSYlVANIA
DEPARTMENT 01 REVENUE
DEPT 290001
HARRISBURG, PA 17129,0601
iOlC10UH'S PlAMl (lAST, flltST, AND MIOOlllPllIIAll
97
'EAR
0.(32
NUM8ER
21
COUNTY CODE
OECfOtNI'!l COMPUTE AOO~[!l!l
Bethany Village Retirement Center
325 Wesley Drive, Mechanicsburg PA
(.,;1; 0 Cumberland County
AMOUNT IlECEIVEO I!lElIN!l1IlUCTlONSI
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SOCIAL SlCUlllTY NUMIEIt
OATE Of DEAtH
DATE Of BI~tH
4/25/11
I" .~.!,~.:~~.:?~~.~,,,, N'" ,.." "". 'N' .,,?(,~~(,97
I
I fj 1. Original Relurn
I '"1 4, limited Eslale
lX;6
o 2, Supplemontal Relurn
Remainder Relurn
{far do 111 of deoth prior to 12.13.82)
Federal Estal. Tax Return Required
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o 40. Future Interesl Compromise
(for dotes of death aher 12.12.82)
Decedenl Died Testate 0 7, Decedent Maintained a living Trust
(Alloch copy of Will) (Allach copy of Trust)
'ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
N"ME COh'~lfT~.fo\"'lllNQ.;~DDI'"
Richard C. Sne1baker, Esquire ~~ weS1; l'Ia n Street
TH"HO NUM" Mechanicsburg, PA 17055
T 0101 Number of Safe Deposit Boxes
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( 2)
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( 4)
(5) 8h-370 .05
(6) 5.752.91
17} 7.099.92
96t~~2.88
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1. Real Estale (Schedule A)
2. Stocks and Bands (Schedule B)
3, Closely Held Slack/Partnership Inlerest (Schedule C)
4. Mortgages and Notes Receivoble (Schedule 0)
5, Cash, Bonk Deposils & Miscellaneous Personal Properly
IS,h.dul. E}
6. Joinlly Owned Properly (Schedule f)
7. Transfers {Schedule G} {Schedule Ll
8. Total Gross Anets (total Lines 1.7)
9. funeral Expenses, Administrative Costs, Miscellaneous
Expenses (Schedule H)
10. Debts, Ml3rtgage liobiHties, Liens (Schedule I)
11. Tolal Deductions (Iotal Lines 9 & 10)
12. Net Value 01 Eslale (Line 8 minus Line II)
13. Charilable and Governmental Bequesls (Schedule J)
14. Nel Value Subiect to Tax (Line 12 minus Line 13)
15. Spousal Transfers (for dates of death after 6.30.94)
See Instructions for Applicable Percentage on Reverse (15)
Side. (Include values from Schedule K or Schedule M,)
16, Amount of Line 14 taxable at 6% role
{Include values from Schedule K or Schedule M,l
17, Amounl of Line 14 taxable at 15% rate
(Include values from Schedule K or Schedule M.)
18, Principal lax due (Add tax from Lines 15, 16 and 17,)
19, Credits Spousal Poverty Credil Prior Payments Discaunl Interest
o + 1 0 ,oon + 500 0
120, If Line 19 is grealer than Line 18, enter the difference on line 20, This is the OVERPAYMENT.
DO
21, II Line 18 is greoter than Line 19, enter the diHerence on line 21, This is the TAX DUE.
A. Enler the intere!1 on the balance due on Line 21 A
B. Enter Ihe tolal of Line 21 and 21A on line 218, This u the BALANCE DUE.
Mak. Check Payable to: Regist.r of Wills, Ag.nt
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8.298.24
87.'l;>4.64
8.7'l2.46
7Q,132 lR
(11)
(12)
(13)
(14)
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(16)
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x ,15 =
11.869.83
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119)
(20)
_3"Q.500.00
Check here if you ore requesting 0 refund Qf your o'!,lerpQ.yment.
(21)
(21AI
(218)
1.369.8'!
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
, sol perjury, t declare Ihat I have examined Ihis return, including l..lccompanying schedules and slatements, ond to Ihe beSl of my Io:nowledge and belief,
orr t and complete. I declare Ihat all real eslole has been reported at true market yalue, Declaration of preporer ather than Ihe personal representative is
nf ' which preparer has any knowledge,
R P NSl8lE FOR filiNG RETURN AODRESS O,l,n,... /,() /61Y .
44 West Main Street ~/~ 170
~5
treet '''~ /~ be.
PA 17055 u{2.vLJO
I '
!Yl'I''I'''Spare, 'f'D.'m
West MalO
Mechanicsbur
Act #48 of 1994 provide. for the reduction of the tax rate. impo,ed on the net value of transfers to or for
the u.e of the spau.e. The rate. a. pre.cribed by the statute will be:
e 3% (.03) will be applicable for e.tate. of decedents dying an or after 7/1/94 and before 1/1/96
. 2% (.02) will be applicable for e.tate. of decedents dying on or after 1/1/96 and before 1/1/97
. 1% (.01) will be applicable for e.tate. of decedent. dying on or after 1/1/97 and before 1/1/98
. Spou.al transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v-) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
X"
a. retain the use or income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or its income, ...............
c. retain a reversionary interest; or ................................................................................... X-
d. receive the promise for life of either payments, benefits or careQ ....................................... }[
2. If death occurred on or before December 12, 1982, did decedent within two years preceding X--
death transfer property without receiving adequate consideration~ If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration~............................. ................................ ............ ..... .....................
3. Did decedent own an 'in trust for' bank account ot his or her death?..................................... 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.
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LAW OffiCES
NELDAKCR a: BRENNEMAN
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LAST WILL AND TESTAMENT
1, CATHERINE H. OTSTOT, of the Township of Lower Allen,
County of Cumberland and Commonwealth of Pennsylvania, being of
Bound and disposing mind, memory and understanding, do make,
publish and declare this as and for my Last Will and Testament,
herehy revoking and making void all former wills and codicils by
me at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor, hereinafter named, as
soon as conveniently may be done after my decease.
SECOND.
I give and bequeath my solitaire diamond
engagement ring unto SHIRLEY HAINES, absolutely.
THIRD. I give and bequeath my television set with stand
and remote control device unto KENNETH E. MYERS, absolutely.
FOURTH. I give and bequeath my snow scene painting by
Emma Otstot unto FRANCIS E. MYERS and ROSEMARY MYERS, absolutely.
FIFTH. I give and bequeath my large painting by Ivan
Lenker unto DONAl.D HAINES and SHIRLEY HAINES, absolutely.
SIXTH. I order and direct that all the rest, residue and
remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situated, shall be converted into cash as soon as
practicahle after my death, which cash shall be distributed and
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disposed of in the following manner:
A. I give and bequeath a sum of money equal to
ten per centum (10%) of my residuary estate unto the
SHEPHERDSTOWN UNITEO METHODIST CHURCH BUILDING FUND,
absolutely.
B. I give and bequeath a sum of money equal to
forty per centum (40%) of my residuary estate unto
ARTHUR L, OTSTOT, absolutely.
C. I give and bequeath a sum of money equal to
fifty per centum (50%) of my residuary estate unto
KENNETH E. MYERS, absolutely.
If there should be a lapse in any of the foregoing residuary
dispositions because of the failure of the beneficiary or
beneficiaries to survive me, I order and direct that the subject
matter of such disposition shall be distributed unto and among
the surviving residuary beneficiaries in the same proportion as
their stated shares then bear to the whole residuary estate.
LASTLY. I nominate, constitute and appoint RICHARD C.
SNELBAKER, Esquire, to be the Executor of this, my Last will and
Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in such event, I
nominate, constitute and appoint KEITH O. BRENNEMAN, Esquire, to
be the Executor hereof, each and both to serve without bond or
other security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, CATHERINE H. OTSTOT, have hereunto
set my hand and seal to this, my Last Will and Testament which
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LAW O'FICI:&
&NCLUA~CI. II DlI&:NNLMAN
consists of three (3) typewritten pages to each of which I have
affixed my signature this
J"lJ ~ day of September A.D., One
Thousand Nine Hundred Ninety-one (1991).
('n {-If tv..;., 1/ (('z.,z;.-t.
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by CATHERINE H. OTSTOT, 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 in the presence of each
other, have subscribed our names as witnesses hereto.
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(SEAL)
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY
SS.
OF
CUMBERLAND
We, CATHERINE H. OTSTOT, PATRICIA J. THOMSON and JANET R.
STEGNER, the Testatrix 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 Testatrix signed and executed the instrument as her
Last Will and Testament and that she had signed Willingly, and
that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as a
witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
C' --Jot - -,/ ,'I) -'- b-.L-
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Testatrix
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SUbscribed, sworn to and acknowledged before me by CATHERINE H.
OTSTOT, the Testatrix, and subscribed and sworn to before me by
PATRICIA J. THOMSON and JANET R. STEGNER, witnesses, this /~ y~
day of September, 1991.
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~Totary
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Public
LAw O"'ICE&
ELDAt;t:u 6 DRENNILMAN
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
21-97 -0732
COMMONWEALTH O. P1NNSY~Y.ANI"
INHIIITANCI TAX IITUIH
IUIDINT DICIDINT
ESTATE OF
OTSTQT, CATHERINE H.
IAII property lolntly-owntd with the Right of Survlvonhlp mUlt b. dllclo..d an Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
l.
Mellon Private Asset Management, Trust A/C
No. l089BN, Mellon Bank, N,A., market value 8/22/97
81,716.85
2.
Household Goods, retained, valued by appraisal by
Chuck Bricker, Auctioneer
100.00
Household Goods, sold at public auction
998.00
3.
4.
Ladies solitaire diamond ring, valued by appraisal
Mumma Jewelry Store
250.00
5.
Ladies, three stone diamond ring, valued by appraisal by
Mumma Jewelry Store
200.00
6.
Cash: recovered from residence at Bethany Village
l05.20
TOTAL (Also enter on line 5, Recapitulation) IS
8'1."170 n5
(AllO,h additional 8\12" x 11" sheelS il more ,pace js needed.)
.......'...4,.....,....""""'.',.r,-j:"'1';;,;.'."':,t.~,..1,,:;.'!';.:"'"'../.
.ev.150gehI12..',
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
OTSTOT. CATHERINE H.
FILE NUMBER
21-97-0732___
Joint tenantlll.
NAME
A. Kenneth E. Myers
ADDRESS
53 South York St.. Box 85
Etters. PA 17319-0085
RELATIONSHIP TO DECEDENT
None
B.
C.
Jolntly-awned property:
ITEM LmER DATE
NUMBE' FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
JOINT OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 6/5/98 Mellon Bank Checking AIC 1.505.82 .50 752.91
# 112-692-0204
2. A 4/1/96 Dauphin Deposit Bank, 10,000.00 ,50 5,000.00
CD #8140193518
.
TOTAL (Also enter on lin. 6, Recapitulatianl $ 5,752.91
(IF more space is needed insert additional shet.ts of same size)
~~,!t;!,k.i,'i:};f.~,,~~fi';:i\\,.q.\I~~~i{;;~i;:iJ.l,i!<,,~~;,,";i,~:,>:,',(,"-;;"~,i;;S::~;':;'.:f:~}t~.~.:~,t,,:,\,.';;;1-J,j.\(~;i:.:u.>N;,'J:/i""''-I;~:~''.'''>''''''''''~'-''":'''',?!..
'.
ReV. IS 10 IX. 17-111
COMMONWIALTH OF ,eNNSYLVANIA
INHUITANC! TAX .nUItN
.UID!N' O!C!D!NI
SCHEDULE "G"
TRANSFERS
ISTATE 0'
FILE NUMBER
OTSTOT, CATHERINE H.
21-97-0732
THIS SCHEDULE MUST BE COMPLnED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE S!DE OF THE COVER SHin IS YES,
ITEM TOTAL VALUE DECO. DOLLAR VALUE
DESCRIPTION OF PROPERTY EXCLUSION % OF DECEDENT'S
NUMBER OF ASSET INT INTEREST
1. ~ellon Bank~ CD N 00539666 3,000.0 10,099.9 1.00 7,099.92
I
,
I
TOTAL (Allo IInler on lin. 7, Recapilululion) S 7 OQQ, Q2
(If more 'pace is nHe/.d insert additional .h.." of sam. .in.)
. _, . ~l":.I\;f,WJi:;.'{~:\'~":!'<.t~'~'N;.""<l:'~:~"~~';: ~-,,,-.,.,_._-,,-.,,_...,
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COMMONWEALTH 0' PENNSYlVANIA
INHUITANCf TAX letUIN
'!SIDINI DICIDINI
SCHEDULE H
RJNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
E OF
OTSTOT, CATHERINE II.
ITEM
NUMBER
A, Fune,al Exp.ns,"
Plea.e P,lnt or Typ.
MBER
21-97-0'/32
I
DESCRIPTION
AMOUNT
1.
B. Adminislrotlve Costa:
1.
Personal Represen.ative Commissions Richard C. Snelbaker
Social Security Number of Personol Representative: 168 26
Year Commissions paid 1998
3631
~,700.00
2.
Altorney Fees
Snelbaker, Brenneman & Spare, P.C.
Family Exemption
Claimant
2,~00,OO
3.
Relationship
Address Df Cloimont a. deceden.'s deoth
Street Address
Ci.y
Stote
Zip Code
Probote Fees
Register of Wills
C, Miscellaneous Expen.~:'
4.
223.00
1.
Register of Wills, filing fee
15.00
77.24
60.00
2.
Patriot-Nevs Co., advertise executor!s notice
3.
Cumberland Law Journal, advertise executor's notice
4.
Mumma Jewelry Store, apprasial of rings
~O,OO
5.
Chuck Bricker Auctioneer, commission public sale
333.00
6.
450.00
Reserve for filing fees, taxes, accounting, etc,
7.
8.
TOTAL (Also enter on line 9, Recopitulotion) ! S 8
. ,298.:>u
(If more space is needed. insert additional sheets of some size.)
RICHARD C SNELBAKER ESQUIRE
101
AMOUNT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
eUREAU OF INDIVIOUAl TAXES
OEPT 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
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No.AA 296388 nEv".m,",,)
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
1&1.3.L.O 8":1
44 W MAIN STREET
MECHANICSBURG, PA 17055
FOlD HERE
FOLD HERE -
ESTATE INFORMATION:
FILE NUMBER
NAME OF DECEDENT (lAST)
(FIAST)
(Mil
DATE OF PAVMENT
7 tOP /1 QQ~
POSTMARK DATE
o /no mnoo
COUNTY
rIIMl'lI"RI tlNn
DATE OF DEATH
TOTAL AMOUNT PAID
$1,369,83
PB
SEA~HECK# 104
REGISTER OF WILLS
,. / -.r'
RECEIVED BY / / " It" j C. )/p,< I v,j ./.,7/
MARY C. L!2aI S /: / it /.. i.
REGISTER tdF WILLS' ' , ,f
REMARKSRICHARD C SNELBAKER ESQUIRE
~::r------c-----------__-;:-_.__ ____________________-.,.....___.__.____
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BURF.AU OF INDIVIDUAL TAXES
I~RITAHCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA l11Z8.0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
I:
,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-15-1998
OTSTOT
08-22-1997
21 97-0732
CUMBERLAND
101
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ESQ
CL.
PA 1~!j.5-0950
RICHARD C SNELBAKER
44 W MAIN ST
MECHANICSBURG
Allount Re"itt.d
'*
IIV.1I41U."C"-tll
CATHERINE H
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'Y=is4'nif-"FP-fii9'=9'7riiiii'"iCE--OF-YNHERiTANCE-TAin\,pjiRAisEiiiii'r,--"Li."'owiiN"cnrR'------------m--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CATHERINE H FILE NO. 21 97-0732 ACN 101
TAX RETURN WAS: ( l ACCEPTED AS FILED ( X) CHANGED SEE
ESTATE OF OTSTOT
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Sehedule DJ
5. Cash/Bank Deposlts/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(2)
(3)
(4l
(5)
(6)
(7l
.00
.00
.00
.00
83.370.05
5.752.91
7.099.92
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Dobts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern~ontal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9l
(10)
8,298.24
.00
111l
(12)
(13)
(14)
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17
reflect ~igures that include the total of Abh returns assessed to
ASSESSMENT OF TAX:
15. A~ount of Line 14 at Spousal rate (5)
16. AMount of Line 14 taxable ut Lineal/Class A rate (16)
17. AMount of Line 14 taxable 8t Collateral/Class B rate (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
11-21-1997
05-04-1998
06-05-1998
07-02-1998
NOTE:
.00 X .00=
.00 X .06=
80,452.46 X .15=
(18)
RECEIPT
NUHBER
AA242482
AA270048
AA270188
AA296388
DISCOUNT (')
INTEREST/PEN PAID (-)
526.32
.00
.00
9.36-
10,000.00
112.94
765.30
1,369.83
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 09-15-1998
ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
sub~it the upper portion
of this forn with your
tax paYllsnt.
96,222.88
R.:>9R :>4
87,924.64
7,472.18
80,452.46
and 18 will
date.
.00
.00
12,067.87
12,067.87
12,765.03
697.16CR
.00
697.16CR
. 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" (CR), YOU HAV BE DUE
A REFUND. SEe REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
,
.
RESERVATION' E.'.'.' of d.....nt. dyl.. on or b.for. D....b.r I', 19.' -- If .ny fu'ur. In..r..' In .h. ...... I. tron.f.rr.d
In po.....lon or .njoy..n' '0 CI... . 1.011.'.r.l) b.n.flcl.rl.. of tho d...d.n' .ft.r .h. ..plr.tlon of ony ...... for
Ilf. or for y..r., .h. C".Dnw..lth h.r.by ..pr...l, r.,.rv.. the rlgh' '0 .ppr.I.. .nd .....s 'r.nsf.r Inh.rl..n.. T.x.'
et the lawful Class B (collateral) reta on any such future interest.
PURPOSE OF
HOTICE:
To fulfill the require.onts of Saction 2140 of tho Inhoritance end Estate Tax Act, Act 21 of 1995. (72 P.S.
SectIon 9140).
D.'och tho top por'IDn of this Not I.. ond subol' .I.h your poy..n' to .h. R.glst.r of Nllls prln'.d on .h. r.v.rs. sid..
--Hake check or .onay order payeble to: REGISTER OF MILLS, AGENT
PAYMENT:
REFUND (CR):
A r.fund of . t.. cr.dlt, whl.h wo, no' r.qu.,'.d on .ho Tox R.turn, .oy b. r.qu.,t.d by 'Dopl.tlng on .Appli...lon
for Refund of Pennsylvania Inheritance and Estate Tax" (REY-13131. Applications are available at tho Office
of the RegIster of Wills, any of the 23 Revunuo District Offices, or by colling the spocial 24-hour
answering service nu.bars for foras ordering: In pennsylvanIa 1_800_362_2050, outside PennsYlvania and
within local HarrIsburg area (717) 787-8094, TDO* (717) 772-2252 (Hearing I.paired Only).
Any party in interest not satisfied with the appraise.ent, allowance or disallowance of deductions, or assess.ent
of tax (including discount or interest) as shown on this Notice Must objoct within sixty (60) da~s of receipt of
this Notice by:
--written protost to the PA Dopart.ent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA
--election to have the matter deter.ined at audit of the account of the personal representative,
--appeal to the Orphans' Court.
17128-1021,
OR
OR
OBJECTIONS:
ADHIH
ISTRATIYE
CORRECTIONS:
Factual errors discovered on this assess.ent should be addressed in writing to: PA Department of Revenue.
Bureau of Individual Taxes, ATTH: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 11128-0601
Phone (111) 187-6505. See page 5 of tho booklet "Instructions for InhGritance Tax Return for a Resident
Decedent" (REY-1S01) for an explanation of administrativelY correctable errors.
If onY ta. duo Is pold wl'hln thr.o (3) col.nd.r oon'h' .ft.r tho d...d.n", d..th, . flvo p.r..nt 15%) discount of
tho talC paid is allowed.
The 15Z tax acnesty non-participation penalty is co.puted on the total of the talC and interest assessed, and not
paid before January 18, 1996, the first day after the end of the talC a_nesty period. This non-participation
p.nolty Is oppo.,obl. In tho '0.0 ..nn.r ond In .h. 'ho s..o ti.. porlDd 0' you would opp..1 the ta. ond In..r.st
that has been assessed 85 indicated on this notice.
Interest is charged beginning with first day of delinquency, or nino (9) .onths and one (1) day from the date of
death, to the date of pay.ent. TalCe5 which beca.e delinqu'lOt before January 1, 1982 bear interest et the rete of
silC (6Z) percont per annum ca1culatod at a dail~ rete of .000164. All talCes which beca.e delinquent on and after
January 1, 1982 will bear interest at a rate which will vary frOB calendar year to calendar year with that rate
announced by the PA Depart.ent of Revenue. Tho applicab10 interest rates for 1982 through 1998 are:
DISCOUNT:
PENAL TV:
INTEREST:
i '!!!!: Interest Rah DallY Interllst Factor :!!!r Interest Rate Dally Interest Factor
;\ 198Z 20Z .000548 1987 91: .000247
198~ 161: .000438 1988-1991 llZ .000~01
1984 HZ .000301 1992 91: .000247
1985 1~1: .000!56 1993-1994 7Z .000192
1966 10Z .000274 1995-1998 9Z .000247
--Interest is calculeted as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotice issued after the talC beco.es delinquent will roflect an interest calculation to fifteen (15) days
boyond the date of the assess.ent. If pa~.Gnt is .ade after the intorost co.putation date shown on the
Notice, additional interest .ust be calculated.
R!V.WO!X(lHlIl "
'*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG PA 17126-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
2197.0732
101
REVIEWED SY
Catherine Otstot
ACN
Larry Szollosy
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
Jointly owned property and specific bequest are taxed outright before charity residue.
J
81
ROW
Page 1
15-doO - It!
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
10-19-1998
OTSTOT
08-22-1997
21 97-0732
CUMBERLAND
101
Allount Re..itt.d
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
*
I(V~IU7 n A"~ CU.'1I
CATHERINE H
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'Y:i60rEX--"FP--fo:f:97Y------iiilii-INifER'ii.-ANc'E--;:Aini'j-'A-fEiiifti;:-ii'F-ACCOlitifnifJiii---------------------
BUREAU OF INDIVIDUAL TAKES
INHERITANCE lAk DIVISION
DEPT. 280601
HARRISBURC, PA 17128.0601
RICHARD C SNELBAKER ESQ
44 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
NOTE: To insure proper credit to your account, subnit the upper portion of this for.. with your tax pay.ent.
ESTATE OF OTSTOT CATHERINE H FILE NO. 21 97-0732 ACN 101 DATE 10-19-1998
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUMHARY OF THE PRINCIPAL TAK DUE, APPLICATION OF ALL PAVHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 09-08-1998
PRINCIPAL TAX DUE, _______._________.._____________________
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
~~~ SUMMARY OF LL 005 PAYMENTS **~
10-02-1998 526.32
10-02-1998 9.36-
AMOUNT PAID
a,
(-'I
N
I
::--,..
':~
2(;::
C::1
~;.
. ~
.'~ :;
-~
.00
11,550.91
TOTAL TAX CREDIT
BALANCE OF TAX DUE
TOTAL DUE
INTEREST AND PEN.
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
12,067.87
12,067.87
.00
.00
.00
PAYMENT:
Detach tho top portion of this Natico and sub_it with your pay.ont .ade payabie to tho nl'l.e and address
printed on the revllrse sido.
If RESIDENT DECEDENT .ako chock or .onoy ardor payable to: REGISTER OF WILLS, AGENT.
If NON~RESIDENT DECEDENT lIako chock or lIaney ardor payable to: COMMONWEALTH OF PENNSVLVANIA.
REFUND (CR): A rofund of a tax credit, which wos not nquasted an tho T8X Return, .ay bo roquested by co.ploting an
wApplication for Refund of PonnsYlvania Inhoritance and Estate Tax" (REY~1313). Applications are available at
the Offico of the RGglstllr of Wills, any of ttul 23 Revonuo District Officos or fro. the Departllont.s Z4-hour
answoring servico nu~ers for forll5 ordering: In Pennsylvanie 1-800-362-2050, outside PennsYlvania
and within local Harrisburg area (7l7) 781-8094, TOOl (7l7) 772~Z25Z (Hearing I.paired only).
REPLY TO:
Questions regarding errors contained an this notice should be addressed to: PA Depart.ent of Rovonue, Bureau
of Individual Taxes, ATTN: Post Assessllent Review Unit, Dept. 280601, Harrisburg, PA 171Z8~0601, phone
(717) 1&1-6505.
DISCO~T:
If any tax due is paid within three (3) calendar .onths after the decedent's death, 8 five porcont (5~) discount
of the tax paid is allowed.
PENALTY:
The l5Z tax allnesty non~purticip8tion pemul ty is cOllputod on tho total of the tax and interest assessed, and not
paid before January 18, 1996, the first day aftor tho end of the tax allnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day frail the date of
death, to the date of pay.ent. T8xe5 which beca.e delinquent before January 1, 1982 bear interest at the rate of
six (6iD percent per annuli calculated at a daily rate of .000164. All taxas which beca.e do1inQuont on and aftor
January 1, 1982 will boar interust at a rate which will vary fro. calendar year to calendar yoar with that rate
announcod by the PA Departllent of Rovenuo. The eppliceble interast rates for 1982 through 1998 ara:
Yoar Interest Rate Daily Into rest Factor
Year
Interost Rate
Daily Interest Factor
1982 20t.: .000548 1987 9Z .000241
1983 16t.: .000438 1988~199l 11t.: .000301
1984 11Z .000301 1992 9Z .000241
1985 131:: .000356 1993~1994 71:: .000192
1986 101:: .000274 1995-1998 91:: .000247
--Interost is calculatod es follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issuod after the tax becolles delinquent will refloct an interost calculation to fifteen (15) days
beyond tho date of the assessment. If pay.ent is lIado efter tho interest co.putation date shown on tho
Notico, edditione1 interost lIust be calculated.
",Ii"IO'''''''''''I*
~t..~ COMMOUWEALTHO~ PENNSVLVM'IA
'V DEPARTMENT OF REVENUE
OEPT 2&OG01
HARRISBURO PA '7128.0&01
,DEC~DENrS tw.lErr.AST. FIRST, AN[l ,",DOLE tHlTLAI.lu", btri blOdIlo .......
I-
Z
W
C
LU
(J
W
C
S- ;iaJ' -- I'i.
/. -REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
o I S
o
C a
her
OFflCLAlUSEO"lT
flLEHUMBEll
2 1 9
7 0 7
3 2
..-
SOCIAl. SECURnY N\RoeER
O""EOF nE....'H
o 8 /2 2 /1 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
. 1 7 5 -1 0 -0 5 3 7
--
....
n e
H
DATE OF 1I1ROi
9
7
o 4 /2
5 /1 9 1 1
IIF APA.lCABlEI SURVMNO SPOUSE'S NAME llAST. FIRST, AHD MIDDLE INnlAll SOCIAl SECUR!N NUt.eER
e! 01 OnglnalReluln (Xl 2 SupplemenlalRelurn 03 RemamderRelurn ldallolGPhpnorloU.1J.UI
~ ~~ 0 4 limited Estate 0 4a Fufurelnferesl CompromlSelNluldlJltlJtlIf lM2.a11 0 5 Federal Estate Tax Return Required
w..g
X 0 -' 0 6 Oecedenl DIed Testate (AnadlcopyolWIII 0 7 Decedenl Malnlalneda lIVing Trust IAllldlcopyalTlUlt1 _ 8 Total Number 01 Sale Qeposlt Boxes
uEm
!1i 0 g Llllg.llOn Proceeds Re<eNed 0 10 Spou581 Poverly Credlll""'''''''''''' 1l-11-"'" ',I_III 0 11 Ele<hon 10 lox under Set 91Il(AII""",SohOl
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
15 NAME COMPLETE MAlItlG ADDRESS
!i1 Richard C. Snelbaker Es uire
~ FIRMNAMC (II App~Bl
III
~ Snelbaker Brenneman & S are P.C. 44 West Main Street
0: TB.EPHOIIE NUMBER
8 717-697-8528 Mechanicsbur PA 17055
,. Real EsIOle (Schodule A)
2 Slocks and Bonds (Schedule B)
3. Closely Held Corporabon, Partnershtp or Sole-Proprlelorshlp
z
o
5
::::l
I-
~
<l:
(J
W
cr:
4 Morlg.ges & Noles Re<eN.ble (Schedule 0)
5 Cash. Bank DepoSits & Miscellaneous Personal Property
(Schedule E)
6 Jornl~ c>.vned Properly (Schedule F)
7 Inler.VlVos Transfers & Miscellaneous Non.Probate Property
(Schedule G or L)
8 Total Gross A...ts (101.1 Lrnes 1.7)
9 Funeral Expenses & Admlmstrallve Casls (Schedule H)
10 Debts 01 Decedent, Mortgage liablhhes. & liens (Schedule 1)
11 Total Ceduction. (Iolal Lrnes 9 & 10)
(1) OFFICIAL use ONl '(
(2)
(l)
(41
(5)
(6)
(7)
0 3 6 6 ,9 9
(9)
(10)
XO
(11) .
(12) ::'~: 4 0 .t~ 6 6 /9 9
_.'f ; ,-
(ll) ~:
; .
(141 .f 4 0 I 3 6 6 . 9 9
(15) :' ~,-,. .
(16) l- .-
(17) 6 5 , 9 1
(18) 6 , 0 5 4 9 1
12_ Net Value ofEstate(Une 8 rnrnus Une II)
13. Chantable and Governmental Bequesls/Sec 9113 Trusts for which an election 10 tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 mmus line 13)
z
o
f=
~~
1-[
:<
o
u
15 Amount 01 line 14laxable
at the spousal tax rate '
See Instrucllons on reverse ~.ldeJor.apphcabl~ p'e.rce~la.Qe
16. Amaunlorhne 14laxable ......... .... '". ,.......
at 6% rale ,,:.,
17. Arnounl olline 14lox.ble
al15%rale
4
18 Tox Cue
19
THER THAN RoPRESHIT A liVE
~
,...,."..,.-.
o ,3
6
6
o
9
x 06
X 15
PA 17055
DAS-I&\C11J
DATE.
51 2.d C)'J
PA 17055
....'..D."_,~,*
COMMOtlWE.lLTH OF PENNS'II.VANIA
INHERITANCE TAX RETURtl
RESDEtlT OECEDEIIT
SCHEDULE F
JOINTLY.OWNED PROPERTY
O.stat Catherine H
II In ....t WI' midI Joint within anI year of thl decad.nh dltl of dOlth.lt mUlt bl report.d on Schldull G.
FilE NUMBER
21 97
0732
ESTATE OF
SURVIVING JOINTTENANTISI tlAME
AOORESS
RELA TlOtlSHIP TO DECEDEtIT
A_ Kenneth E. Myers
533 York Street, Box 85
Ellers, PA 17319
None
B
,
-,
,
,
I
, 'I
-I
I
I
I
I
!
c
JOINTL Y.OWNED PROPERTY:
LETTER OATE
ITEM FOR JOINT tMIlE
t1Ut.\8ER TENANT JOINT
DESCRIPTION OF PROPERTY
1nc:11de name 01 flnlllClal institution IIld bank BCCOUnI number or $imlB' ldentl!j-lng number, Attldl
_tCllpnl~-l1e~...I"'ato
DATE OF DEATH
VAlUE OF ASSET
'!.OF
DECO'S
INTEREST
DATE OF DEATH
VAlUE OF
DECEDENfS l'lTEREST
L
A_
3/28/96 Mellon Bank. Certificate of Deposit #291260
20.733.98 50.
10,366.99
TOTAL (Also enter on line 6. Recapitulation)
(If more space IS needed. insert additional sheels of the same size)
$
10366_99
. ,.-,~,-,~,,-",..,.."'. ,~",,,,,,,,.,,,.'"
...._'~."."_,',..
COMMOtlWEALTH OF PEtltlSY\.VAtllA
"'HERrrAHCl; TAX RETURN
RESllENT OECEOEtIT
SCHEDULE G
INTER.VlVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
Distal Catherine H
FILE NUMBER
21 97
0732
EST ATE OF
ThIS schedule must be completed end flied" the ensw.' 10 8rrf 01 questionS 1 through 4 on the leverse Sldo of Ihe REV.ISOO COvER SHEET IS yes
DESCRIPTION OF PROPERTY II OF
ITEM IC,\I)( nt!twl:0f nemlCSf'mL 'tUl.llfLA~'ODlCBlfHTNClTI' DAf(W WW(lt DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER 'T1'AOlolCOfIVOIMOftD'OlIIllUllflAll vALUE OF ASSET INTEREST rfN'l'UCAlL11
t Kenneth E. Myers, no relationship, transfer date 02/04/97 15,000.00 100. 3,000.00 12,000.00
Mellon Bank, certificate of deposit #442984
2 Kenneth E. Myers, no relationship, transfer date 12/31/96 18,000.00 100. 0.00 18,000.00
Mellon Bank, certificate of deposit #425943
TOTAL (Also enter on line 7. Recapitulation) S 30.000.00
(If more space IS needed_ insert additional sheets of the same size)
,<O",~._;_"___"""~"""<''''~'(''': ';'''4''.,~; :,',,>~v:.:;'" ~', i.: ,.:..,' .'. >',
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
SUREAU OF INOIV1DUAL TAXES
DEPUB0601
HARRISBURG. PA 17128-0601
\'
*
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO ^ ,\ 3 ~ .II ,., 0 )llfV.lllVfXtll.001
. ,\ Vf.;. '1
RECEIVED FROM:
I
ACN
ASSESSM~Nl
CONTIlOL
NUMllrfl
AMOUNT
RICHARD C SNELBAKER
l..u....
....1,. -'IO O}
44 WEST MAIN STREET
MECHANICSBURG, PA 17055-0318
FOlOHEAE
ESTATE INFORMATION:
FILE NUMBER
21-1997-0732 BSN 175-10-0537
NAME OF DECEDENT (LAST) (FIRST) (Mil
OTSTOT CATHERINE H
DATE OF PAYMENT
5/27/1999
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF DEATH
/2 1 997
REMARKS R I CHARD C S~IELBAKER [SOU j HE
'h6,219.91
TOTAL AMOUNT PAID
\
,J
G"~
RECEIVED BY
r'1Af'('y c. lE~:rl~)
r'~[Gr!:;TLil \iF- (<fLl.!;
~
.
_I
SEAL CHECKli 109
REGlsrr:'Fi OF INi!.! ':
.
J
,
....', ~
,
-~.
_ .-.-.--..--...-.........:MIII ~.,..4~~_r ;~,",...-.
;
STATUS REPORT UNDER RULE 6.12
Name of Decedent: CATHERINE H, OTSTOT
Date of Death: U@@X](XX 8/22/97
wi'u No. ~, -97-n732
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
Admin. No.
1. State whether administration of the estate is complete:
Yes No .!>xlr
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: Approx, 9 months
]
3. I f the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state 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 at ac d 0 this report,
Date:
7 /~? /99
I
:;
-OJ
RICHARD C SNELBAKER
Name (Please type or print)
44 West Main Street
Address Mechanicsburg, PA 17055
-_ ..J
,':; ::
( 717 ) 697-8528
Te 1. No.
Capacity: XXX Personal Representative
(MAH: rmf/ AM3)
Counsel for personal
representative
',",;""""'.
,'.~"'-''''''~''Wll'\_'~'''
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUI
*'
t..
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ze0601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OM OISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
",.IM.II.IPC",'U
RICHARD C SNELBAKER ESQ
44 W MAIN ST
MECHANICSBURG PA 17055
DATI
ISTATI OF
DATI OF DEATH
FILE NUHIIER
COUNTY
ACN
08-02-1999
OTSTOT
08-22-1997
21 97-0732
CUMBERLAND
101
A~t ReIIlUod
CATHERINE H
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 RICORDS ~
iiEY=is4i-E'iniFP-coij:9;T"iicificEnciF-YtiHiifiTANci"YAx-APPRAiiiiMiiii'-,--ALi."ciIiiANci-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OTSTOT CATHERINE H FILl NO. 21 97-0732 ACN 101 DATE 08-02-1999
TAX RETURN WAS I (X I ACCEPTED AS FILED
I CHANOED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Ro.l Estoto ISchedule AI III
2. Stocks .... Bonds I SChedulo B I I 21
3. ClosalY Held Stock/Partnership Intore.t (Schodulo CI (31
4. Hort_slNot.. RocalYoblo ISchedule DI 141
5. eashlllllnk Deposlb/Hbc. Por.enol Proporty (Schedulo EI 151
6. Jointly Owned Property I SChedule F 1 (61
7. Tronsfors ISchedulo GI (71
8. Tot.l A.set.
NO. 01
NOTE: To insure proper
credit to your account,
subool t the upper portlen
of this fora with your
tax payaent.
.00
.00
.00
.00
.00
10.366.Q9
30,000.00
181
40,366.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EXPen.../AdM. Costs/HiDc. Expen... (Schedule HJ (9)
10. DobtslNort_ Llobllltlo./Llon. (SChodulo II 1101
11. Totol JIoductlen.
12. Net Vol... of Tox Roturn
13. Cherltabla/Governnental aequesta; Non-elected 9113 Trult. (Schedule J)
14. Net VolUl of E.tot. Subjoct to Tax
.00
.00
1111
1121
1131
1141
no
40,366.99
.00
120,819.45
If an assess.ent was issued previOUSlY, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. AIlount of Line 14 et Spousal roto (151
16. ~ount of Line 14 toxoblo ot Llneol/Clo.. A rat. 1161
17. Aoount of Line 14 texoble et Colleterel/Cle.. B rete (171
18. Prlnclpel Tax Duo
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
NOTE:
.00 X' 00=
.00 X .06=
120,818.55 x,l5:
1181
.00
.00
18,122.78
18,122.78
TAX CREDITS:
PAYHENT
DATE
DISCOUNT C+ I
INTEREST/PEN PAID 1-'
ALL 06 PAYMENTS
526.32
AHOUNT FAID
RECEIPT
HUHIlER
llltll SUMMARY 0
llll
17,770.82
05-27-1999
INTEREST IS CHARGED THROUGH 08-17-1999
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
18,104.92
17.86
315.00
332.86
. 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" (CRJ, YOU HAY BE DUE
A REFUHD. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
RES8lVATIOH:
PIlRPOSE OF
NOTICE:
PAVIlEIIT:
Estate. of cktcedonts dying on or before DecMber 12, 1982 -- if any future Interest In the .~tat. is transferred
In posse.sion or QnjoYllent to Class B (collateral) boMflclar18s of tho deCedent after the expiration of any .stau for
life or for yor., the eo.onwalth hIIreby expressly rcserves the right to appraise and aSHSS transfer Jnhllrltence Tax..
at the I_fui Class B <collator-all rat. on MY such future Interest.
To fulfill the requlr8Mllts of Section 2140 of the Inhorlbwlc8 end Estat. Tax Act, Act 21 of 1995. e1% P.S.
Section 9140).
Detach the top portion of this Notice end sublIlt with your paya.ent to the Register of Wills prlntlKl on the rever.. slM.
--ttake check or IIOMY order P8yable to: REGISTER OF HILLS, AGENT
REFUHD (CR): A refu1d of II tax credit, which .,85 not requested on the Tax Return, lAY be requ8sted by cCMIPlet1ng an "Application
for Refund of PennsYlvania Inheritance ftnd Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Officas, or by calling the .speciel 24-hour
an....ring service ~rs for fOnls ordering: In Pennsylvania 1-800-362-2050, outside PennSYlvania and
,l1thin local Harrisburg area (717) 787-8094, TUOt (717) n2-2Z52 (Hearing IlIPaired Only).
OUCTIONS: Any party in interest not setisfilKl with the appraiS8llent, allowllflC8 or disallowance of dflductions, or assasSll8f1t
of tax (including discOlSlt or interest) as shown on this Notice wst object tlithin sixty (60) days of receipt of
this Notice by:
AlIHIH
ISTRATIVE
CORRECTIONS:
DISCOlllT:
PENALlY:
IHTERfST:
--written protest to the PA J)epartltent of Revenue, Board of Appeaals, Dept. 281021, Htirrisburg, PA l7128-lOZl, OR
--election to hllVe the utter deteMlinod at audit of the llCCount of tho pgrsonal representatiVCI, OR
--appeal to the Orphans. Court.
Factual errors discovered on this aSSlilIssunt should bel addressed in writing to: PA DeParblent of Revenue,
Bureau of Individual Taxes, ATTH: Post Asses.-ent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (7171 787-6505. Stit8 pag8 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent.. (REV-lSDn for en explanation of DdIIinistretlveiY correctable errors.
If any tax due is peid within threo (3) calender .onths after tM decedent.S death, a five parcent (5:() discount of
the tax paid is al1DN8d.
The 1~ tax aml8sb' non-participation penalty is c~uted on the total of the tax end interest aSSlillssad, end not
paid before January 18, 1996, thu first day after the end of the tax 8IIIlesty period. This non-perticipation
peIlel ty is appealable in the Salle .anner and in the the S8IIe tlH period es you would appeal tM tIIx end interest
thet has been assessed 85 indicated on this notice.
Interest is charged begimina .,ith first day of delinquency, or nine (9) .onths and one (1) day frOll the date of
death, to the date of paYlMKlt. Taxes Nhich bee..e delinquent before Januery 1, 1982 bear interest at the rat. of
51x ((.X) percent per ~ calculated et a dally rate of .000164. All texes which becllllG delinquont on and after
January 1, 1982 wlll beer interest at III rate which wlll very frOll calendar year to call1nder year- with that rate
8IVlOUl'lCed by the PA Daparblent of Revenue. The applicable int.rest rates for 1982 through 1999 ere:
't.!!! Intorest Rate ~lY Intere$t Factor :!!!!' Interest Rate Dally Interest Factor
1982 202 .000548 1988-1991 11% .000301
19113 '62 .000438 '992 92 .000247
19" 117- .000301 1993-1994 r< .000192
1985 132 .000356 1995-1998 92 .000247
1986 10~ .000274 '999 72 .000192
1987 92 .01)0247
--Interest is calculated as follows:
IIlTEIlEST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice bsued efter the tax beCOIIes delinquent will reflect en interest calculation to fiftoen (15) days
beYond the date of ttMa essosnMNlt. If pll~ent is .ade lifter the interest cOllPutstion datu shown on the
Notice, additional Jntllrest .ust be calcu13tad.
i
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPU80601
HARRISBURG_ PA 17120-0601
RECEIVED FROM:
r
RICHARD C SNELBAKER
~~ WEST MAIN STREET
MECHANICSBURG, PA
FOtDHERE
ESTATE INFORMATION:
FILE NUMBER
NAME
DATE
POSTMA 0
COUNTY
DATE F
"
REMAR
RICHARD C SNELBAKER
SEALCHECK# 110
,--.-.-- --- - - -.. -- -'. --..-
,
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
.k
No.AA 379000"EV-1I62E>l1I-961
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
J. '..' ~
:II.:.1.:Jc:.."f,:j
17055-0318
FOLD HERE
I ST)
(MI)
TOTAL AMOUNT PAID
'Cf.1"'.1~ O":l
Sf<:
RECEIVED BY
REGISTER OF WILLS
,
/
11ARY C, LE;t.J! S
REGISTER OF WILLS
J- _
:i
'., ----
-. -_. ------ -f -~-:-;-- ~7-:-1--
:,', I.
h
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{
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-,
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BUKEAU OF INOIVIDUAL TAKES
INHERITANCE tAX DIVISION
DEPT. 280601
HARAlSaURO, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
CI
..
In. I'" II U,tl1-,tI
\
I
I
i
I
RICHARD C SNELBAKER ESQ
44 W MAIN ST
MECHANICSBURG PA 17055
DATI!
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-27-1999
OTSTOT
08-22-1997
21 97-0732
CUMBERLAND
101
AllOunt R..1tted
CATHERINE H
"
.'.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your 8CCOunt, submit the upper portion of this form with your teM peyment.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i6oj-Ex-AFP--iiiF99'r------.ilii-iNHERITANc'E-ffiif-sTATEMENf-o"-iiccciiiii-r--iii.-------m-----------
ESTATE OF OTSToT CATHERINE H FILE NO. 21 97-0732 ACN 101 DATE 09-27-1999
THIS STATEHENT IS PROVIDED TO ADVISE OF TilE CURRENT STATUS OF THE STATEO ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 09-23-1999
18,266.02
PRINCIPAL TAX DUEL_
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT
DATE NUMBER
:1 UlE SUMMARY OF
09-08-1999
09-08-1999
.______H..__H__H__.
DISCOUNT (+)
INTEREST/PEN PAID (-)
LL 007 PAYMENTS lElElE
526.32
167.13-
AMOUNT PAID
.00
18,103.75
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-09-9999
TOTAL TAX CREDIT
18,266.02
.00
BALANCE OF TAX DUE
TOTAL DUE
158.36
158.36
INTEREST AND PEN.
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE 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 THIS FORH FOR INSTRUCTIONS. )
:r"'.'-'~
PAVHEHT:
Deltach tho top portion of this NoUce and sub_it wi th your pay.ent .ade payablo to tho MIle and addreu
printed on the reverse side.
If RESIDENT DECEDENT .eke check or .0neY ordor payable to: REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT .eke check or .0n1lY order payable to: COMMONWEALTH OF PENNSYLVANIA.
REfUIlD (tll)' A rofund of . tox cr.dl t, whl.h w.. not roqu..t.d on tho T.x R.turn, .., b. r.quost.d b, .0.pl.UnO on
'Appll..tlon for Rofund of P.nnsy1..nl. Inh.rlt.nc. .nd Estot. Tox' (REV-1313). ..pllc.Uon. .r. ...lIoblo .t
tho Office of the Registllr of Wills, any of the 23 ReVIlnu8 District Offices or fro. the Depart.ont's 24ehoUr
answering service nuabers for for.s ordering: In Pennsylvanla 1-800-362-2050, outside Pennsylvania
and within local H8r~isburg erGa (717) 787-8094, TDD* 1-800-447-3020 (SlIrvice for taxpayers with
speciel hearing and sP8aking needs).
REPLY TO:
Questions regarding errors contained on this notice should be Bddressed to: PA Depart.ent of RevenuG, Bureau
of IndividuBl TBxes, ATTN: Post Assess..nt Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 7&1-6505.
DISCOUNT:
If .n, t.x duo I. p.ld within thr.. (3) c.l.nd.r .onth. .ft.r tho d...d.nt'. d..th, . fi.. por..nt (51) dl..ount
of the tax paid is allow&d.
PENAL TV:
Th. 1SYO t.x .."".ty non-p.rtlclp.tlon pon.1 ty Is co.put.d on tho tot.1 of tho tox .nd Int.r..t ......od, .nd not
paid before JBnUery 18, 1996, the first day after the end of the tax e.nesty period.
INTEREST:
'nt.r..t Is ch.ro.d boolnning with first d.y of d.llnqu.n.y, or nln. (9) .onths .nd on. (1) d.y froe tho d.t. of
do.th, to tho d.to of p.y..nt. T.x.' whl.h b..... dollnqu.nt b.for. J.nu.ry I, "., b..r Int.r..t .t tho r.t. of
six '6Yo) p.rc.nt por .nn... c.l.ul.t.d .t . d.lly rot. of .000164. All t.x.. which b..... d.lln....nt on ond .ft.r
January 1, 1982 will bear intorlllst at a rate which wUl vary fro. calendar yeBr to calclndar year with thBt retlll
announced by the PA DepBrt.ent of Revenue. The applicBble intersst ratss for 1982 through 1999 are:
Year Interest Rete Daily Interest Factor
Vear
Interest Rato
DaUy Interost Facter
1982 20i'. .000548 1988-1991 lli'. .000301
1983 16i'. .000438 1992 9i'. .000247
1904 111- .000301 1993-1994 n .000192
1985 13i'. .000356 1995-1998 9i'. .000247
1906 10i'. .000274 1999 n .000192
1987 9i'. .000247
dInterest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~~AnY Hotice Issued after the t5X becOIles del1nQuont w111 reflGct an Inturest calculation to flftHn (is) days
beyond the dab of the esse.SIIent. if plly.ent is .ade efter thu Intorost co.putation date shown on tho
Hotice, Bdditional interest .ust bs calculated.
Ib/,).eo/I'I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
In.tIUII ,,, UI.",
~
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURC, PA 17128-0601
RICHARD C SNELBAKER ESQ
44 W MAIN ST
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-24-1999
OTSTOT
08-22-1997
21 97-0732
CUMBERLAND
101
CATHERINE H
Anount Re..itt.d
PA 17055
,-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subait the upper portion of this fonn with your t.x payaent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
riE'v:isif:i-EX-AFP-fo.F99Y-----.-.-iNHEiifTANC:i-TAX-RECiiR'ij-AiiJus'i'ii€ii'i'--.ii------------------------ -----
ESTATE OF OTSTOT
CATHERINE H FILE NO. 21 97-0732
ACN 101
DATE
09-24-1999
ADJUSTHENT BASED ON:
VALUE OF ESTATE:
1. R..l Est.t. (Schedule A)
2. stocks and Bonds (Schedule Bl
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/HIsc. Parsonal Property (Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule GJ
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
ADMINISTRATIVE CORRECTION
III
(2)
(31
14)
(51
(61
(7)
.00
.00
.00
.00
83,370.05
16,119.90
37,099.92
181
136,589.87
9. Funeral Expenses/AdRinistrative Costs/
Hisce1laneous Expenses (Schedule H)
10. Debts/Hortsasa Liabilitias/Lians (Schadule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern..ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estat. Subject to Tax
TAX:
15. A.aunt of Line 14 at Spousal rat. (15)
16. AMount of Line 14 taxable at Lineal/Class A rat. (16)
17. ~ount of Line 14 taxabla at Collataral/Cless B rata (17)
18. Principal Tax Due
TAX CREDITS:
PAVHENT
DATE
(9)
(101
7,198.24
.00
llll
1121
(13)
114)
7,198.24
129 ,391. 63
7,617.18
121,774.45
(Schedule J)
.oox.oo =
.00 X.06 =
121 .773.55 X.15 =
1181
.00
.00
18,266.03
18,266.02
RECEIPT
NUNBER
DISCOUNT (+1
INTEREST/PEN PAID I-I
AHOUNT PAID
lE
09-08-1999
SUMMARY OF ALL
07 PAYMENTS lElElE
526.32
167.13-
.00
18,103.75
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-09-1999
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
18 266.02
.00
158.36
158.36
. IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAVHENT IS REQUIRED.
FDR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRH FOR INSTRUCTIONS.)
I
,
PAI'HfHT.
DlItach the top portion of this Notice and .ubIIlt with your pay..nt .ade payable to the nlllla and address
pr Intltd on tho reverse I1ck1.
__ Make check or .oney order payable to: REGISTER OF WILLS, AGENT.
REFUND (eA): . refund of II tax credit, which NilS net reque.ted on the Tax Return, aay be requested by coaplating an
~Appllclltlon for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications lire available at
the Office of the Register of Wills, Bny of the 23 Revenue District Offices or fro. the Depart..nt's Z4-hour
answering service ~.rs for for.s orduring; In PennSYlvania 1-800-362-2050, outside Pennsylvania and
within local Harrisburg area (717) 787-8094, lDDt 1-800-447-3020 (Service for taxpayers with speCial
hearing and speaking OIIeds).
REPLY
TO:
DISCOIJrIT:
PENAL TV:
INTEREST:
Questions r9g8rding .rrors contained on this notice should be addressed to: PA Departlent of Reyenue, Bureau
of Individual Taxe., ATTN: Post Assess.ent Review Unit, Dept. 280601, HarriSburg, PA 171Z8~0601, Phone
(717) 787~6505.
If any tax due is paid within three (3) calendar .onths after the decedent"s death, a five p.rcent (5Z) discount
of the tax paid is allowed.
The 15~ tax a.nesty non-participation penalty is cosputud on the total of the tax and inter.st ass.ssed, and not
paid before January 18, 1996, the first day aft.r the end of the tax aanasty period.
Int.rest is charged begInning with first day of delinquency or nine (9) .ooths and one (1) day fr~ the date of
death to the date of paYMent. Taxes which beca.e delinquent b.fore January 1, 1982 bear interest at the rate of
six <6Z) percent per ann~ calculated at a daily rate of .000164. All taxes whIch becu.e delinquent on and after
January 1, 1982 will bear interest at a rate which will vary fro. calendar year to ~alendar year with that rate
ennounc:lKI by the PA Iktpart.ent of R.venIJCI. The appliCable inte.."st rates for 1982 through 1999 are:
Yn. Inter.st Rate Dally Int.r.st Factor Year Inte..est Rate Daily Int....st Factor
1982 20A: .000548 1988-1991 112 .000301
1'133 16% .000438 199% 9Z .000247
1984 llX .000301 1993-1994 n .000192
1985 13X .000356 1995~1998 9Z .OOOZ47
,.... lOX .000274 1999 n .000192
1'137 9% .OOOZ47
-~Inta...st 1. calculat.d as follows:
INTEREST = BALANCE OF TAX UNPAID X HUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~.Any Notic. is.ued after the tax beCOlMllS delinquent will reflect WI int.re.t calculation to fift..... US) day.
beYond the date of the .'HSSIMM'lt. If paY1Mflt .is ~ after the inter.st c~tat1on date shown on the
NotIce, additional interest .ust be calculated.
.''ty,~,~"",-".___"""",,'''''''~_'''''''''',,"--.b,~...
,'i~/";:"'>" ,',-C, . '. ", . .
,,1~;~~;~1i/;;:.:s~;{:;,<:: . " ""
. ~0:;::.:,;,,~'~:~:ik1I~i~~'f~'~
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INOIVIOUAL TAXES
OEPT_ 280801
HARRISBURG PA 11128.0601
DECEDENrS NAME
REV.1470l!lClfJ.llll
REVIEWED SY
'*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
CATHERINE H OTSTOT
FILE NUMBER
2197.0732
101
ACN
Dianne McClain
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
The Notice of Inheritance tax Appraisement, Allowance or Disallowance of Deductions and
Assessment of Tax has been adjusted as requested.
Executor's Commission has been changed from $4,700,00 to $4,000.00
Attorney's Fees has been changed from $2,400.00 to $2,000.00
ROW
Page 1
,\,. ";';'
~., , ,DO
// '-~ -
L., _-/ (/" -.- ~/:JZV i
/, - C~ 'l
'I1J(<dfU /JI'j/.,
I
ii'l ----------------------.--.---.:------------;--,T"'-,.. ;,,_~=7i"'-"i
:<:
COMMONWEALTH OF PENNSYLVANIA
DEPAnTMENT OF nEVENUE
SUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG. PA 17128.0601
.
NoillA 37912 3 R'V.II62 EX III 961
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
RICHARD C SNELBAKER
101
&13e.:!l6
44 WEST MAIN STREET
MECHANICS8URG. PA
17055"0318
FOLD HERE
FOLD HERE
ESTATE INFORMATION:
FilE NUMBER
~.
NAME OF DECEDENT (LAST)
(FIRST)
(Mil
DATE OF PAYMENT
POSTMARK DATE
COUNTY
TOTAL AMOUNT PAID
S158.36
DATE OF DEATH
~
REMARKS R I CHARD C SNEL8AKER ESQ
RECEIVED BY
SEALCHECK# 111
MARY C, LEt-!
I;'EG I STER o'
REGISTER OF WILLS
"
. . ~ ;'
l
"
-,
,',!/
;....
-~
~ .
.....
.
-;~-::.-:-:;-~--~~.....,~:~
~..._..f
. ,..4...,.~'.:.-.~_.__.
r ,~:.
\
\
/5..),{X)- I t.j
BUREAU OF INOIVIOUAL TAKES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
"V-I'" II "'U1-")
RICHARD C SNELBAKER ESQ
44 W MAIN ST
HECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-15-1999
OTSTOT
08-22-1997
21 97-0732
CUMBERLAND
101
A.ount R..Hted
CATHERINE H
.'
-'-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub.it the uppar portion of this forti with your tax paYMr1t.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i60;-EX-Af'ir-(.iii-:99r-----...--itiHEiiITAiicrT;.-x--si'A"TEiiENT-OF'-ACCauiiT--.-..---------------------
ESTATE OF OTSTOT CATHERINE H FILE NO.21 97-0732 ACN 101 DATE 11-15-1999
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOlI
IS A SUKKARY OF THE PRINCIPAL TAK DUE, APPLICATION OF ALL PAYHENTS, THE CURREHT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-23-1999
PRINCIPAL TAX DUEL 18,266.02
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
*** SUMMARY OF LL 008 PAYMENTS ***
10-14-1999 526.32
10-14-1999 325.49-
AMOUNT PAID
.00
18,262.11
TOTAL TAX CREDIT
18,266.02
.00
.00
.00
BALANCE OF TAX DUE
INTEREST AND PEN.
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATIOH OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
TOTAL DUE
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIONS. I
I
PA\1IEHT:
IkItech the tOF portion of this NoUce and .ublllt with your plIYllent .ade payable to the n8M end addr...
print4KI on the rever.. side.
If RESIDENT DECEDENT aka chock or .OMY order Pllyllble to; REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT .ake check or .one)' order payable to: COI1HONWEALTH OF PENNSYLVANIA.
REFUND CCR); A rehrld of II tax credit, Mhlch was not requested on the Tllx Return, .IIY be requGsted by cDIlpleUng en
"Application for Refund of PGMlylvanlll InherltBnc8 and E.tet_ Tax" (REV.1313). Applications are available at
the Office of the RllSlist.r of Wllls# any of the Z3 Revenue District OffleD' or fro. the Doperblent" 24-hcur
answerIng ..rvlc8 ~rs for fo~s ordering: In PennsYlvania 1.800-362.2050, outside Pennsylvania
and within local Harrisburg area (717) 787-8094, TDD' 1-800-447-3020 (Service for taxpayars with
speelal MIU"!ng and speaking n.Qds).
REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Depert~nt of Revenue, Bureau
of Individual Texes, ATTN: Post Asses~ent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(117) 7&7-6505.
DISCOUNT:
If any tax due is paid within three (3) calender .onths after the decedent"s death, a five percent (5X) discount
of the tax paid is allowed.
PENAL TV:
The 15~ tax ~sty non.participation penalty is co.puted on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first d~y ef~er the Pnd of the tax ~nesty period.
INTEREST:
Interest is charged beginning with first day of dalinquency, or nine (9) months end DnA (1) day fro. the date of
death, to the date of payment. Taxes which beca.e delinquent before January 1, 1982 bear interest at the rate of
six (6X) percent per annu. calculated at e dailY rate of .000164. All taxes which becaDQ delinquent on and after
January 1, 1982 will bear interest at a rate which will vary fro. calendar year to calendar year with that rate
announced by the PA DopertHnt of Revenue. The applicable interest rates for 1982 through 1999 are:
Vear Interest Rate DeIly Interest Factor Vear Interest Rate Daily Interest Factor
1982 zoZ .000548 1988-1991 ll~ .000301
1983 16~ .000438 '992 9Z .000247
'984 11;( .000301 1993-1994 n .000192
1985 ,>:< .000356 1995R1998 9X .000247
1986 lOX .000274 1999 n .000192
1987 9X .000247
-.Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NotIce issued after the tax baco.es delinquent will reflect an interest calculation to fiftGGn (15) days
beyond the date of the assess.ent. If pay.ent is made after the interest co~utation date shown on the
Hotice, additIonal interest .ust be calculated.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II:
being duly
Sworn
RICJlARD C~_ S!lE~~AIS.ER
according to law, deposes and says thet he is the Execut~.
n____ __________ of the Estate of CATIlERINE Jl, OTSTOT
late of Jo~er.ill1en Township , Cumbe,land County. Pa., decea,ed and that the
within i, an invento,y made by ___--1l1m. , the said Executor
of the enti,e estate of said decedent, consisting of all the personal P'OPdrly and real estate, except real estate ouhide
the Commonwealth of Pennsylvania. dnd that the figures opposite each item of the Inventory represent it', fair value
as of th:w::: of decedent's death. ~.
and subscribed before me, ~~~
_nov('(l1be~..?JO 19 99 E.~~
S (\ 1 '\clu' --I< ~l)(}J ,'lOA......,
44 West Main Street
Notarial Seal Mechanicsburp;, PA 17055
Sandm K. Showers. Notary Public Add"..
Mechanlcsbur9 SOra. Cumberland County
My CommiSSion Expires Nov. 22, 2003
Member, pennsylVania ASSQClalton 01 Notaries
O.t. of Iieath __ 1.2n<.1..._ __ __Aup;ust 1997
O'Y Monfh Vu,
INSTRUCTIONS
I, An inven'ory must be med within three months .fter appointment of personal representative.
2. A supplement inventory must be med within thirty d.ys of discovery of .dditional assets.
3. Additional sheets may be attached as to personalty or realty
4, See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
Catherine H. otstot
deceased
/
,
I:
11$81.716 85
I 998 00
250 00
, 200 00
I 107 20
I 100 00
83.372 05
REAL ESTATE:
PERSONALTY:
1 Mellon Private Asset Management Trust Account #1089BN
2 Household Goods, sold at public auction by Chuck Bricker
3 Ladies Solitaire Diamond Ring, appraised by Mumma's Jewelry
4 Ladies Three Stone Diamond Ring, appraised by Mumma's Jewelry
5 Cash recovered from residence at Bethany Village
6 Household Items retained, valued by Chuck Bricker
TOTAL PERSONALTY:
NONE
I
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i.$83.372 05
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TOTAL PERSONALTY AND REAL ES'I'ATE:
,
Page 1
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
ESTATE NO. 21-97-0732
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY RICHARD C. SNELBAKER, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF CATHERINE H. OTSTOT, DECEASED, LATE OF LOWER
ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
RICHARD C. SNELBAKER, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
August 22, 1997
September 4, 1997
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News Co.
September 26, October 3, 10. 1997
September 23. 30 and October 7, 1997
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the Decedent's personalty,
goods and chattels as Personalty Principal as set forth in his Inventory
heretofore filed in the amount of:
The Accountant charges himself with the receipt of the following additions:
1. Mellon Private Asset Management Trust Account, Sold 860 shares
2. Commonwealth Of PA, refund on Inheritance Tax
3. Capital Blue Cross, refund----.
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
83,372.05
113.05
697,1
119.15
84,301.41
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Register of Wills, payment on account of PA Inheritance Tax
2. Mumma Jewelry Store, appraisal of jewelry
10,000.0
40.0
Page 1
RECAPITULA TION
PERSONAL TV:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
84,301.41
26,114.20
58,187.21
INCOME ACCOUNT:
Debits
Credits
Balance
3,256.22
551.00
2,705.22
TOTAL PERSONALTY
60,892.43
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance 0,00
INCOME ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance 0,00
TOTAL REAL ESTATE: 0.00
BALANCE FOR DISTRIBUTION:
60,892.43
LAW OFFICES
SNEl.8AKER,
BRENNEMAN
& SPARE
Page 4
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'~~i\~;,,~~..' . .-' . i\ .
STATEMENT OF PROPOSED DISTRIBUTION
RICHARD C. SNELBAKER, Executor and Accountant herein, proposes to
distribute the balance of ths Estate of Catherine H. Otstot, Deceased, to wit:
$60,892,43 in accordance with the Last Will and Testament of said Decedsnt
as follows:
1. TO: Shirley Haines
One solitaire diamond engagement ring as per item
Second of Will
2. TO: Donald Haines and Shirley Haines
One painting by Ivan Lenker, as per item Fifth of Will
3. TO: Francis E. Myers & Rosemary Myers
One snow scene painting by Emma Otstot per item
Fourth of Will
4. TO: Estate of Kenneth E. Myers
One television with remote as per item Three of Will, received
in kind
Ladies Three Stone Diamond Ring
Cash, 83% of residue as per item Sixth "C" of Will
5. TO: Shepardstown United Methodist Church, building fund
Cash, 17% of residue as per item Six "A" of Will
TOTAL FOR DISTRI8UTION:
Page 7
>.;_:~. .;~_~."--~f-"""'~'1<'ii.~'!(1;,. .". <<""'~'''''''~''.''''.'.~-'''''-' '....
250.00
30.00
20.0
200.0
47,094.9
13,247.4
60,892.4