HomeMy WebLinkAbout97-00770
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Sincerely,
John Murphy, Chief
Inheritance Tax Division
(717) 787-6201
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PETITION .'OR PROBATE and GRANT OF LETTERS
I:.\/U/(' of J:::tT'l[\cttJJ jrlO:JwcrS.__ No. _Lt~.1f.Jq1- '1'10
UI,\,(1 kllow" us _._. __~____ To:
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Soci,,1 .~(,C/lri/y No. ocuG:J",:Zlohl.
Ih'('('used.
Register or W.ills ,for Ihe
County or l.'.U.!YO::d!IX!...-- in Ihe
Commonweall h of Pennsylvania
The pClilioll of thl' umJcr...igncd respeclfully represents that:
Your peliliouer(sl. who is/arc IX years or '!lie or older an Ihe exeeulfJ'lI
in the last will or Ihe abo,"e deCl'denl. daled ~_.JL1l'f..J.6.-J_f\~
and eodicillsl daled.... - ---------------.~
named
.19_
-..----. .~-~._----'_.- ------------
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--..---- ._--_.-.._.._-~--------
1\1:l1L' rel!.',,,n! t:lTl'lll11\laIKC..., l',/!, rCIlUIli;iillinn, {kath (If C\L'l.:lIlor, CIC,)
Deeendenl was d."nieiled al death in ._CUrY\\cc(\'arvl County. Pennsylvania. with
he.L___ lasl family or n,.i!lcipal residencc at Jp~d1.j~i;O \
__E;ootL~r'1\ IIDnS ~f-'-'.,..LLJ.JJJP.
(It.., 'treel, llumber and Illlllh:ipaliIY)
Deeel1l"'n~ then. ~L ycars or age. died YIdl, 10
at _J:bJy ...lptrJ.1._t\Q~1 hi \
E,e,'pt ." follows. decedenl did nOlmarry. was nol divorced and did not have a child born or adopted
~ftcr exeeulion of lAc will offercd for probalc; was nol the viclim or a killing and was ncver adjudicated
IIlcOmpl'll'nt: tJl
,
Dcccmknl al ueath owned property with cstimate,d values as follows:
(If domiciled ill Pa.) All personal property
(I I' 1101 domiciled in Pa.) Personal property in Penns)'lvania
(II 110t domid(Cu in Pa.) Personal property in County
Vallh..' or rl'al ~statc in Pcnnsyh'ania
situat('d ..h follows:
.19 C1,
$ ..3JJ()O. ()/)
$
$
$
\\HEREFORE. pClilioncr(s) respectrully re>\ucst(S).J..he probate of thc last will and eodicil(s)
presenled herewith and Ihe grant or lelters.Jc:;....ft..rrrflll.(r;
, (IC'IUmellwry; adlllini,tr..llion 1,;,(.:1,; <ldminiSlration d.b,n,c,t.a,)
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OATH 0.' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLV ANIA 1 ti"
COn..TY OF CUMBERLAND J ::;
The pelilioner(s) abo,"e-named swcar(s) or affirm(s) Ihallhe slalcments in the forcgoing petition are
trw... and ~orrc":l to I~H': bCSI or (111...' knowledge and bdicf of pctitioner(s) and that as personal represen-
lall\'el,) o( the above decedenl pelitioner(s) will well and Iruly administer thc estale according to law.
SW~)f11 h> or allirmcd and subscribed ~Dft..LlljJ) 111T ~
bclor,' Ille thts _~:th.___ da} ~
~l1fflt ,_ I ~
-~*~y-U. ~
15 - "2..03 - q ~
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'l'li.,; j.. tn l"~njri' 111,11 Ii1\.' infllnn.llioll hnL' giwlI j, lllrH.:ulv ll'pied flllll1 .11l 1111~:lll.d ll'Jtltl~,Il,' lit dl',llh dlll\. jilnl with me .1'
l.(ll,:;t\ Rl'g;qr;H, Thl' (lIi~il\,l\ ll'lIilll,lIL' will hl' lill'\\',ll'dl'd III Ih" "I,If~' \'il.ll Hl'\Old, (llli\,' fill pL'llll,IIll'lll li1iIl!~.
WARNING: II is IIIoga110 duplicate this copy by photoslat or photograph.
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4564566
SEP I 5 '997
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COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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kAME OEClC€HT \fg,IoIU;Ie, u.J
I. Henrietta M. Bowers
AOI!l.-1rh>>'l'I UNOIJII1YlAf1 WICf."lo.'
~ tIIJII HOo.nJ~
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..Female
STRI'lll!tctJI,IM"
SOCIAl.3E,CURlTVtoIUUS(A
. 205 12 8632
Cumberland
art,
East
ONlQllIlRT)l IIlmHP\.ACIlCI'1Wld I01.ACI.QlltllRHlO\edocrlyon.__~,.OI'l""""
\l.AotIII.Oa~._1 SlaleOlfOleq\ea..nurl PA ~SPll,M.; OTHER:
Northumberland --J<l :t::' 0
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fI.C1IJ1"I'NAMElllllOl~,lP"f.",~~
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Iclst )Jill anb Q[~gtalttcnt
OF
HENRIETTA M. BOWERS
I. HENRIETTA M. BOWERS, presently residing at 1255 Main Street, Oherlin. Swatara
Township. Dauphin County. Pennsylvania. declare this to be my Last Will and Testament.
revoking all other Wills and Codicils previously made by me.
I. The expenses of my last illness and funeral shall be paid from my estate.
2. I give, devise and bequeath my entire estate. wheresoever situate and of whatsoever
nature to my daughter. Carletle Getz.
3. I authorize any fiduciary. herein named. to exercise the following powers, in addition to
those given by law, to be exercised in their sole discretion.
A. To retain any real or personal property which may at any time form a part of my estate
as long as deemed advisable.
B. To invest in any real or personal property without restriction to legal investments.
C. To purchase investments at premiums; to charge premiums to income or principal or
partly to each. To subscribe for stocks, bonds, or other investments; to join in any plan of lease,
mortgage. merger, consolidation, reorganization, foreclosure or voting trust and to deposit
securities thereunder; and generally to exercise all the rights of security-holders of any corporation.
To vote. in person or by proxy. securities held by them and in such connection to delegate their
discretionary powers.
D. To repair, alter, improve, mortgage or lease for any period of time any real or personal
property and to give option for leases.
E. To sell at public or private sale. for cash or credit, with or without security. to exchange
or to partition real or personal property, and to give options for sales or exchanges.
F. To borrow money from any person or institution, and to mortgage or pledge any real or
personal property.
G. To carryon any business owned or controlled by me at death for whatever period of
time they shall think proper. and they shall have the power to do any and all things they deem
necessary or appropriate including the power to borrow and to pledge assets contained in my estate
security for such borrowing; and the power to close out. liquidate, or sell the business at such time
and upon such terms as to them shall seem best.
H. To compromise claims.
I. To make distribution in cash or in kind or partly in each.
J. To apply directly for the needs of any beneficiary, in case of the disability of such
beneficiary through illness or other cause. any income or principal that is payable to such
beneficiary. /1" i ~ --
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....
K. To exercise all power. authority and discretion given by this Will after the termination of
any trust created herein until the same is fully distributed.
4. All interests hereunder, whether principal. income or remainder. while undistributed and
in the possession of any fiduciary named herein. and even though vested or distributable, shall not
be subject to attachment. execution or sequestration for any debt, contract. obligation or liability of
any beneficiary, and furthermore. shall not be subject to pledge. assignment. conveyance or
anticipation.
S. I appoint my daughter. Carlette Getz, Executrix of this my Last Will and Testament.
6. No fiduciary named shall be required to enter bond or furnish sureties in any jurisdiction.
IN WITNESS WHEREOF. I set my hand and seal this 10th day of July. 1997.
J~v~~)l1 {j..~
Henrietta M. Bowers
Signed, sealed, published and declared as and for the Last Will and Testament of Henrietta M.
Bowers, the Testatrix, in our presence. who in her presence and in the presence of each other, and
at her request, have hereunto set our hands and seals as subscribing witnesses hereto.
#(*p
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Residing at
4u '7n~ /(k~uL
~iJAdJ-u.l() . fl,4
Residing at
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CUMBP.RLAND
COURT OF COMMON PLEAS OF~~~ COUNTY
ORPHANS' COURT DIVISION
E'STATE OF IIENRIET'rA M. BOWERS
FILP., 21-97-770
Deceased NO,
of 19
Notice of claim by WACHOVIA BANK CARD SERVICES
filed pursuant to Section 3532(b) (2), of
the PE:F 'Code.
on
To the Gerk of the Orphans' Court: CUMBERLAND COUNTY
Enter the claim of WACHOVIA BANK CARD SERVICES.
(r:/aimantJ
in the amount of $ 551 . 35
, against the above entitled estate.
The decedent, who resided at
6117 WERTZVILLE RD, RHOLA PA 17025
rsl,~wl a'Jd,us)
CUMBERLAND
ftl1lil<<~I, died on SEPTEMBER 13/ d~?? 7
. Written notice' of said
.J
claim was given to CARLA GETZ
known to claimant, at
(P~"s011al '.P'~St!71talilJ~, 0' his COUrtSl!1)
, if
6117 WERTZVILLE RD, ENOLA,PA 17025
(add7'l!$ 3)
MAILED ON 01-14-98
(rlatl!)
;=~ , Claimant
A A. L~/~ WACHOVIA BANK
BOX 14009, ATLANTA,GA 30324
lClaiman t"s cour.sel
( add".u)
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(address)
.10.59 (R... I/SO)
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il-b=Hl....11UN
r t''i'=t''K 101 I STMT F'Fl0=RETURN TO COI_L F'F12=PREIJ
STATEMbNT INQUIRY SCR~~N 09:34:18 01/14/98 ASF:
0154348299 PRODUCT: CXX XXX NO CURR ITEMS FOR AcrT
4118 1601 5,.3482'1'7' Ci:;:ED LMT: 1000 CLO:;"': BILL 15
INSRT: DUE: 011998
BBAL: 551.35 F/CHG.: 6.99
F'UR.: 0.00 LATE..: 0.00
CASH~ 0.00 CL INS: 0.00
F'r1TS: 0.00 BALANC: 551.35
CRED: 0.00 MIN PY: 16.00
POST TRAN _______DESCRIPTION------- _____AMOUNT-----
IJBOl _ I:;'IBF'T01M
CORP: 01 ACCT: 411816
CYC: 00 GRF': CRD1:
M/R: SIR: B6 CRD2:
NAl"'ib: Hl:.NRIETTA I'i BO~.J1:.i;"~S
STM1: 6117 WERT2VILLE RD
STM2:
CITY: ENOLA
ST..: PA ZIP: 17025
CD-----REFERENCE NBR------
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of
Deceden t : J:kfi\c-l-\::L Ill, PDl)..)crs,
&:{)tem'cer )b I \()/1l
~ \ _en ~ ll[)
Date of Death:
Will No. "
Admin. No.
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
thC\-fOl~OWing beneficiaries of the above-captioned estate on
I 'b-vil :
~
\2lrk\1e l. rdc.
&-e\ bI c,. le.rf'er
CSwiin ~. LtI'VI.p(
"Jmrs Q.. ~fS
Address
k\tl l>Xr+1.~tI\c,~. &\D\~ PI'- I7D7{.)
U)\ \1 l.~xt1.~ \i\611-O, 8\o\'^- PJl.. nO),'8
\Q\\l llJ3(-T1..J\\\e.. ?)d. Ef\D\1l pfl<. nOntJ
\<i \"fIeO..o.DL~W),(D()\\ Ct. ~ eu.m'O€t\'Zlrd a..
11010
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:~
f l1l1J1& yJ. h *_7
Signature '~~..~
Name~md"k. L. ~Tr.
AddressllliJ u\rtz:\I\Ht: 'Wi.
Ero\1- ~A. I1D}6
Telephonenn l~~-O}'lO
Capacity: ~ Personal Representative
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Counsel for personal
representa t ive
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
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DUREAU OF INOIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHEHT. ALLOMANCE OR DISALLOMANCE
OF DEDUCTION., AND ASSESSHENT OF TAX ON
JOINTLY HELD DR TRUST ASSETS
.n.I'u U ", liS.'"
"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
11-16-1998
BOWERS
09-13-1997
21 97-0770
CUMBERLAND
205-12-8632
97150843
Allount Reni H.d
HENRIETTA M
,
,.. 1..
JAMES C BOWERS
1255 MAIN ST
STEELTON PA 17113 o.
CL'I;
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS lINE ~ RETAIN lOWER PORTION FOR YOUR RECORDS ~
ifEfv:isirS-Ei[-AFii-foJi=97i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, AllOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-16-1998
ESTATE OF BOWERS
HENRIETTA M DATE OF DEATH 09-13-1997
COUNTY
CUMBERLAND
FILE NO. 21 97-0770
T AX RETURN WAS,
S.S/D.C. NO. 205-12-8632
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
97150843
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BANK
ACCOUNT NO.
9140017710
TYPE OF ACCOUNT,
DATE ESTABLISHED
( ) SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE
03-26-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
1. 000
.00
.00
.00
.15
.00
NOTE, TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTERESTIPEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. J
.00
.00
.00
.00
PlJRPDS< OF
NOTICE:
PAYHENT:
REFDID (CR):
To fulfill the ...quire..nts of Section 2140 of the Inherltan<:e and Estate Tnx Act, Act 21 of 1995. (12 P.S.
Section 9140),
Detach the top portion of this NoUce and sub.it with your pay..nt to thQ RlIght_,. of WIlls printed on the
,.evan. sld8.
-- Make check or .oney order payable to: REGIStER OF WILLS, AGENT.
A refund of II tax cradit, which was not requost.d on the tax return, .ay be requested by co.pl.tlng an "Application
for R.~ of Pennsylvania Inheritance and Estate Tax" (REV-I313). Applications are ayailable at the Office of
the Realst.,. of Wills, any of the 23 Rou.nu. District Offices or by calling the special 24-hour answerIng service
nu-bers for for.s ordlilrlng: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local
Harrisburg ar8a (717) 787-8094, TOOl (717) 772-2252 (Hearing I.paired Only).
OBJECTIONS: Any party in interest not satisfiod with the appraise_ent, allowance or disallowance of deductions or assess.ent
of tax (including discount or interest) as shown on this Notice .ay object within sixty (60) days of receipt of
this Notice by:
~-uritten protest to the PA Depart.ent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 1712881021, OR
--electing to heve the .atter deter.ined at the audi t of the account of the personal representative, OR
--appeal to the Orphans' Court
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Factual errors discovered on this assess.ant should be addressed in writing to: PA Oepart.ent of Revenue,
Bureau of Individu8l Taxes, ATTN: Post Asses!l.ent Review Unit, DEPT. 280601, HarriSburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV.lS01) for an explanation of ad.inistrativalY correctable errors.
If any tax due is paid within three (3) c&londar .onths after the decedent's death, a five percent (5Z)
discount of the tax paid is allowed.
The l5Z tax a.nesty non-participation ponal ty is co.puted on tho total of tho tax and interest assessed, BOd not
paid before January 18, 1996, tho first day after the end of tho t3X a.nosty poriod. This non8participation
penalty is appealable in tho SBaO .anner and in tho tho sa.e ti.e poriod as yoU would appeal the tax Bnd interost
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day
frOll the date of death, to the date of pay.ent. Taxes which beca_e dolinquont before January 1, 1982
bear interest at the rate of six (6Z) percent per annuli calculated at a daily rato of .000164.
All taxes which beca.e delinquent on or after January 1, 1982 wlll bear interest at a rate which will very frail
calendar year to calendar year with that rate announced by the PA Depart.ent of Revenue. The applicable
interest rates for 1982 through 1998 are:
Vear Interest Rate Dall:l Intorest Fector
Vear
Interest Rate
Daily Interest Factor
1982
1983
1984
1985
1986
-8Interost
20~
16~
ll~
13~
lOX
is calculetod
.000548
.000438
.000301
.000356
.000274
es follows:
9Z
llZ
9X
n
9i:
1987
1988-1991
1992
1993-1994
1995-1998
.000247
.000301
.000247
.000192
.000247
INTEREST = BALANCE OF TAK UNPAID K NUNBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
8-Any Notice issued after the tex beco.es delinquent will reflect en interest calculation to fifteen (15) days
beyond the date of the asseu.ent. If pay_ent is !lade after the interest co.putation dato shown on the
Notice, additional interest .ust be calculated.
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1. 0 Addr.ss.... Addr.s. ~.
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X Ii 'il I:., (,. i u..t '
PS Form 3811. D.c.mb.r 1994
Domestic Return Receipt
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> > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under penalties of pe~ury, I declare thaI I have examined this relum, including axompanying schedules a.1d statements, and to the besl of my knowledge and beliel, il is true, correct and complete. Declaration of preparer other
than the oersonal reDIBsenlative is based on all informaHon of which oreoarer has any knowledae.
SIG TURE OF PERSON RESPON I LE OR FILING RETURN ADDRESS.
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EPRESENT A TIVE ADDRESS
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CO~MON~~SVLVANIA
DEPARTMENT OF REVENUE
DEP! 180601
HARRISBURG PA 171213.0601
DECEDENT'S NAM[ (LAST, rIRST. AND UIDDlE INITIALI uw iI b1_ bIDet. " sep." wordl.
:BD WE.f\ S I-tE~ ~ I 15 1/.fIr
SOCIAJ. SECURITY NUMBER DATE OF DEATH
16""'-d03- 9
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
N
9J~ 1 ~e;1 J t1Q T
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FILE NUMBER
:;.{ I 0'7
COl.JJlT'1COOf \'fAA
00
1
1N118UI
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DATE OF BIRH~
SOCiAl SECURITY NUMBER
081/r3l 81 I t1 ~6
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
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1, Original Return 0 2. Supplemental Return 0 3. Remainder Retum(daleolCleal!lpoor~ 12,13-82)
o 4. Limited Estate 0 4a, Future Interest Compromise jd.. or""""'''1.11,811 0 5. Federal Estate Tax Retum Required
o 6, Decedent Died Testate IA.lIa-:n copy 01 Villi) 0 7, Decedent Maintained a Living Trust (.Attach copy of Trust) _ 8, Total Number of Safe Deposit Boxes
o 9. L~9ation Proceeds Received 0 10, Spousal Poverty Cred~ ".. of d... ....... 11.3\.91 ,,' '.1.951 0 11. Election to tax under See. 91 13(A) IA."" "'01
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
E COMPLETE M.AJLING.ADDRESS
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
D.
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3, Closely Held Corporation,Panne<ship or Sole.Proprieto<ship
4. Mongages & Notes Receivable (Schedule D)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schodule F)
7. Inler-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1.7)
(8)
j ?JAqro. I d.
,
/Q~)UCj\Q. Ii)
1, ODD. OD
g. Funeral Expenses & Administrative Costs (Schedule H) (9)
I ,5~~.& 5
51,g t; 1.4 0
56,01:0 L,\.0\5
11o,I{)1 ~I
10. Debts of Decedent, Mongage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines g & 10) (11)
12, Net Value of Estate (Line 8 minus Line 11) (12)
13, Charitable and Govemmental BequestslSec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
IS. Amount of line 14 taxable
at the spousal tax rate , ,
See instructions on reverse side lor applicable percentage
16. Amount of line 14 taxable
at6%rate
17, Amount of line 14 taxable
at15% rate
(14)
x .0
(15)
11o,12J1.31
x .06
(16)
(111
(18)
x .15
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18, Tax Due
19.
DATE
11-lo-2.bDD
DATE
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COMMONWEAl. TH OF PENNSYlVANIA
INHERJTANCE TAX RETURN
REIONTO E NT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
All property jolntly-owned with right of IUrvlvOllhlp mUlt be dllClo.ed on Schedull F.
ITEM
NUMBER DESCRIPTION
1.
VALUE AT DATE
OF DEATH
FILE NUM~l_ {j)17 D
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REY,,5t14Uf!'.f1)
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SCHEDULE C
CLOSELY-HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
FILE NUMBER Cj -; DO 770
Schedu~ C.1 01 C.2 (Induding all supporting Infoonation) must be al1ached for each close~.held corporation/partnership interesl of the de<:eden\ other than a sole.proprietorship,
See Instructions for the supporting intoonation 10 be submitted for sole.proprietorships,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R 10 NT DE EOEtlT
ESTATE91\.r....~ .
~, ,neHdJ ~, V))vJt.rS
ITEM
NUMBER
1.
DESCRIPTION
~, '/A
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 3, Recapitulation) $
(If more space is needed, Insert addilional sheets of the same size)
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COMMONWEALTH Of PENNSYLVANIA
INHERlTANCE TAX RETURN
RE IDENT DECEOfNT
ESTATE OF , ,
~,( 1".-....."
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SCHEDULE C-1
CLOSELY-HELD CORPORATE
STOCK INFORMATION REPORT
M . ~B0V j::J't
FILE NUMBER OJI-D()
1. Name of Corporation
Address
City
2. Federal Employer I,D. Number
3. Type of Business
State
Zip Code
Slate of Incorporation
Dale of Incorporation
Total Number 01 Shareholders
Business Reporting Year
ProductJServlce
STOCK
TYPE
Voting 1 Non-Voting
TOTAL NUMBER OF
SHARES OUTSTANDING
PAR VALUE
NUMBER OF SHARES
OWNED BY THE DECEDENT
VALUE OF THE
DECEDENT'S STOCK
4.
Common
Preferred
$
$
Provide ail rights and restrictions pertaining to each class of stock.
5. Was the decedent employed by the Corporation? 0 Yes o No
If yes. Position Annual Salary $ Time Devoted to Business
6. Was the Corporation indebted to the decedent? 0 Yes o No
If yes, provide amount of indebtedness $
7. Was there life insurance payable to the corporation upon the death of the decedent? 0 Yes 0 No
If yes, Cash Surrender Vaiue $ Net proceeds payable $
Owner of the policy
B. Did the decedent sell or transfer stock ofthis company within one year prior to death or within two years if the date of death was prior to 12-31-82?
DYes 0 No If yes, 0 Transfer 0 Sale Number of Shares
Transferee or Purchaser
Attach a separate sheet for additional transfers and/or sales,
Consideration $
Date
g. Was there a written shareholder's agreement in effect at the time ot the decedent's death?
if yes, provide a copy ot the agreement.
10. Was the decedent's stock sold? 0 Yes 0 No
If yes, provide a copy of the agreement of sale, etc.
11. Was the corporation dissolved or liquidated after the decedent's death? 0 Yes 0 No
it yes, provide a breakdown of distributions received by Ihe estate, including dates and amounts received,
DYes 0 No
12. Did the corporation have an interest in other corporations or partnerships? 0 Yes 0 No
If yes, report the necessary Information on a separate sheet, including a Schedule C-l or C-2 for each interest.
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., ,. THE ~OLLOW1NG INF9@!lATI9N !/I!l$J:J~E_$U~r.lIl1ED.;W!T,H .'!:HI$ $Ct:tEDUL( '..
A. Detailed calculations used in the valuation of the decedent's stock.
B. Complete copies of financial statements or Federal Corporate Income Tax retums (Form 1120) for the year of death and 4 preceding years.
C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been
secured, attach copies,
D. List of principal stockholders at the date ot death, number ot shares held and their relationship to the decedent.
E. List of officers, their salaries, bonuses and any other benefits received from the corporation.
F. Statement of dividends paid each year. List those declared and unpaid.
G. Any other informalion relating to the valuation of the decedent's stock.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURIl
R I NT NT
SCHEDULE C.2
PARTNERSHIP
INFORMATION REPORT
PD ~Jea;
-D07 7 D
FILE NUMBER
1.
Name of Partnership
Address
City
Federal Employer 1.0. Number
Type of Business
Decedent was a 0 General 0
ProdueVService
Umlted partner. If decedent was a limited partner. provide initial investment $
Date Business Commenced
Business Reporting Year
Slale
ZipCocie
2.
3.
4.
5.
PERCENT OF
INCOME
BALANCE OF
CAPITAliI,CCOUNT
PERCENT OF
OWNERSHIP
PARTNER NAME
A.
B.
C.
D.
':-
6. Value of the decedenl's interest $
7. Was Ihe Partnership indebled 10 the decedenl?
If yes. provide amount of indebledness $
8. Was there life insurance payable 10 Ihe partnership upon the dealh of Ihe decedent? 0 Yes 0 No
If yes. Cash Surrender Value $ Net proceeds payable S
Owner of Ihe policy
o Ves 0 No
9. Did the decedenl sell or transfer an interesl in Ihis partnership wilhin one year prior to death or within two years if the dale of death was prior to 12.31.,92?
o Yes 0 No If yes. 0 Transfer 0 Sale Percentage transferred/sold
Transferee or Purchaser
Attach a separate sheel for addltional,lransfars and/or sales,
10. Was there a written partnership agreement in effect allhe lime of Ihe decedenrs death?
If yes, provide a copy of the agreement.
Consideration $
Dale
DYes 0 No
10. Was the decedenrs partnership inleresl sold?
if yes, provide a copy of Ihe agreement of sale, elc.
11. Was the partnership dissolved or liquidaled afterlhe decedent's dealh? 0 Yes 0 No
If yes, provide a breakdown of distributions received by the estale, including dales and amounts received.
o Ves 0 No
12 Was the decedent relaled 10 any of the partners?
o Ves 0 No If yes, explain
13. Did the partnership have an inlerest in other corporations or partnemhips? 0 Yes 0 No
If yes, report the necessary information on a separate sheet, including a Schedule C.l or C-2 for each inlerest
A. Detailed calculations used in the valuation of Ihe decedenrs partnemhip interest.
8. Complete copies of financial stalements or Federal Partnership Income Tax relums (Form 1065) for the year of death and 4 preceding years.
C. If the partnership owned real eslate, submil a list showing the complele address/es and estimated fair market value/s. If real eslate appraisals have been
secured, attach copies.
D. Any other information relating 10 the valuation of Ihe decedenrs partnership Interest.
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I FILE N~8ER
m. b.JIJJer~ 1/(/-001'7 D
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ADDRESS RELATIONSHIP TO DECEDENT
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COMMONWEALTH 0' PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF .
+-r.f1ndvJ
Jolnl 'ononl(.), Q
NAME
A. ~]i.r!cH~ L. hct"l
B.
C.
':
Jolntly-ownod proporty,
LmER DATE
ITEM FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET '!oINT. DECEDENT'S INTEREST
TENANT JOINT ,
1. ~l?A~ Hy.AC;~ \ ') 1,++) ,to 'we Ij
7 I m,!1rx') hrJ W ~ ,LfOQ.
@ lQlll u1::;( 1\11 1\" 17'1 \..j J
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r, oJ.N', }~c:)) rt '[J7JJ ,0111\ 'gDC~ r\ vry 40410 Id)
(i) 1"- r'- \....~...' _.,~
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TOTAL (Also enter on line 6. Recapitulation) S 10 {p /J.C! /} Iii
(If more space is needed insert additional sheets of some sjze)
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COMMO....WULltl 0' "NN$fLVANIA
INHIIU'ANC! TAl _(tUIN
IUI(lINID(((OINl
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
ESTATE ~F.b", ,1" 1'+."1, ,r"J,
:rliilllli P- 0DvJ::AL
ITEM
NUMBER
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10.
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DESCRIPTION
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I FILE NUMB~7 -DD 77D
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TOTAL (Also enler on line 10, Recopitulation) $
(If more space is needed, insert additional sheets of some size,)
AMOUNT
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COMMONWfAl'" 0' HNNSYlVANIA
INHIIITANCIIU'"U'N
IUIOINT OICIOINT
ESTATE OF
n . t/JV M. rnvJtfS
ITEM
NUMBER
SCHEDULE J
BENEFICIARIES
FILE NUMBER
C17 - D!J 77()
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Taxable Bequests:
1.
ITEM
NUMBER
":.
,
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
s
(If more space is needed, insert additional sheets of same si%e)
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R!V.ltM.oI EX. 13-8.011
..
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
INHERITANCE TAX
SCHEDULE "L"
REMAINDER PREPAYMENT OR INVASION
OF TRUST PRINCIPAL
FilE NUMBER
111.()()77{)
I. Estate of
II.
(lOll Name) (Fint Namel (Middle Inilial)
Thi. .chedule I. appropriate only for e.tate. of decedents dying an or before December 12, 1982.
This .chedule is to be used for 011 remainder returns when on election 10 prepay has been filed under the provisions
of Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust principal.
Remainder Prepayment:
A. Election to prepay filed with the Register of Wills an
(attach copy of election)
B: Name(s) of Life Tenant{s) Date of Birth
or Annuitant(s)
(Doto)
Age on date
of election
Term of years income
or annuity is payable
.:-
C. Assets: Complete Schedule L.1
1. Rea! Estate
2. Stocks and Bonds
3. Closely Held Stack/Partnership
4. Mortgages and Nates
5. Cash/Misc. Personal Property
6. Total from Schedule L.1
D. Credits: Complete Schedule L.2
1. Unpaid liabilities
2. Unpaid Bequests
3. Value of Unincludable Assets
4. Total from Schedule L.2
s
s
s
s
S
s
s
s
s
III.
E. Total value of trust assets (Line C.6 minus Line 0.4)
F. Remainder factor (see Table I or Table II in Instruction Booklet)
G. Taxable Remainder value (Line E x Line F)
(Also enter on Line 7. Reca itulation)
Invasion of Carpus:
A. Invasion of carpus
s
s
s
(Month. Day. Yoor)
B. Name(s) of Life Tenant(s)
or Annuitant(s)
Date of Birth
Age on date
corpus consumed
Term of years income
or annuity is payable
C. Carpus consumed
D. Remainder factor (see Table I or Table II in Instruction Booklet)
E. Taxable value of corpus consumed (Line C x Line OJ
(Also enter on Line 7. Recapitulation)
s
s
s
IUY:l~'''5 EX+ 17.8.51 INHERITANCE TAX
. * SCHEDULE L-l C17-fJ7
COMMONWEALTH OF PENNSYlVANIA REMAINDER PREPAYMENT ELECTION
INHERITANCE TAX RETURN FilE NUMBER Q 70
RESIDENT DECEDENT -ASSETS-
ffltJJr.r.c.. '..1. 1-4,
I. Estate of t-fenn roM;
(lolt Nome' (Firll Nome) (Middle Inilial)
II. liem No. Description Value
A. Real E.lale (plea.e de.cribe)
Talal value of real e.lale S
(include an Section II. Line C-l an Schedule l) ,.
B. Stock. and Bond. (plea.e li'l)
,
Tolal value of stocks and bonds S
(include an Section II, Line C.2 on Schedule l)
C. Clo.ely Held Slack/Partnership (allach Schedule C-1 and/or C-2)
(plea.e Iisl) \
Tolal value of Closely Held/Parlnership S
(include on Section II, Line C-3 on Schedule l)
D. Morlgages and Note. (plea.e list)
Total value of Mortgage. and Note. S
(include on Sectian II. Line C-4 on Schedule l)
E. Cash and Miscellaneous Personal Properly (please Ii.t)
Tolal value of Ca.h/Misc. Pers. Properly S
(include an Section II. line C.5 on Schedule l)
III. TOTAL (Also enler an Section II, Line C.6 on Schedule l) S
'.
(If more .pace i. needed, allach additional BY, x 11 .hee,.,)
_~'f'"....._.......,,,",..
....--~..~'''<
1.
UV.164~ IX. 13....' INHERITANCE TAX
* SCHEDULE L-2
COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION FILE NUMBER Of7-Db77D
INHERITANCE TAX RETURN
RESIDENT DECEDENT -CREDITS- -
I. E.late af l!AJm.s He1'){jet~ M.
(loll Nom.' (fitll Name) (Middl.lnitiol!
II. Item No. Description Amounl
A. Unpaid Liabilities Claimed against Original Estate, cnd paycble from assets
reporled an Schedule L-l (please lisl)
.
-
Tolal unpaid liabilities 1$
(include on SecTion II, Line D-l an Schedule L)
B. Unpaid Bequests payable from assels reporled an Schedule l.1 (please list)
,
,
,
, ,
Total unpaid bequesls . $
(include an Section II, Line D.2 .an Schedule L)
C. Value of assels reported an Schedule L-l (other than unpaid bequestslisled under
"B" above) Ihat are not included far tax purposes or thot do not form 0 part
of the trust.
Computotion os follows:
:
'.
'. -,
,
I'
Total unincludable assets $
(include on Section II. Line D-3 an Schedule L)
III. TOTAL (Also enter on Section II. Line 0-4 on Schedule II $
(If more space is needed. attach additional BV, x 11 sheels.)
t,~~:~!i'/:.;,,;::7~"""'41(f.~"""",""~"'~'_A_" .._,-._-,.....~'" !"J """1~';;,,;.,,._ ",,' "
REV.,~1 EX+ (1ll-1M)
'*
COMolONWEAL TH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OECEOENT
ESTATE OF
SCHEDULE M
FUTURE INTEREST COMPROMISE
FI E NUMBER
-DD77 D
er:
This schedule Is appropriate only for Estates of decedents dying after December 12,1982.
This schedule Is to be used for all future Interests where the rate of tax which will be applicable when the future
Interest vests In possession and enjoyment cannot be established with certainty,
The Instrument creating the future interest Is: (Please attach copy of instrument)
o Will 0 Trust 0 Other
J, Beneficiaries
NAME OF
BENEFICIARY
RELATIONSHIP
DATE OF
BIRTH
AGE TO
NEAREST BIRTHDAY
1.
2.
3.
4.
5.
II. For decedents dying on or after July 1, 1994. If a surviving spouse exercised or intends to exercise one of the
following within 9 months of the decedent's death. check the appropriate block and supply a copy of the
document In which the surviving spouse exercises such withdrawal right.
o Unlimited right of withdrawal 0 Limited right of withdrawal
III. Explanation of Compromise Offer: (If more space is needed, attach additional 8.5 X 11' sheets)
IV. Summary of Compromise Offer:
1. Amount of Future Interest, . . . . . . . . . . . . . . . . . . . . . . . . . . . . $
2. Value of Line 1 exempt from tax as amount passing to charities, etc. . . . . . . . , . . . .
(also include as part of total shown on Line 13 of Cover Sheet)
3. Value of Line 1 passing to spouse at appropriate tax rate. . . . . . . . , . . . . . . , . . . . .
Check 1 Block 06% , 0 3%, 02%. 0 1 %. 0 Exempt
(also Include as part of total shown on Line 15 of Cover Sheet)
4. Value of Line 1 Taxable at Lineal Rate ...,.,... . . . . . . . . . . . , . . . . . . . , , . . . .
(also Include as part of total shown on Line 16 of Cover Sheet)
5. Value of Line 1 Taxable at Collateral Rate, . . . . . . . . . . . , . . . , . . . , . . , . . . , . . .
(also include as part of total shown on Line 17 of Cover Sheet)
6. Total Value of Future Interest (sum of Lines 2thru 5 must equal Line 1) . . . . . . . , .
\,
$
$
$
$
$
I
r-
I
I
!
REV,1648f.X (I.nl I
,,~:J\t:9l\ SCHEDULE N
-~..... SPOUSAL POVERTY CREDIT I
COMMONWEALTH OF PENNSYLANIA
INHERITANCE TAX DIVISION m _L_Jp.VAI~ABg Fc:>_R,D.ECE.D~~TS DYING AFTER 12/31/91) , __ __ ".__m
tJcnc,tt:J2jl1~R:l1)ljtt~ IF'l1.!;ll-MbED77D
This schedule musl be completed and filod if )'OU checked the spousal poverty credit box on the cover sheet,
ESTATE OF
PART I - CALCULATION OF GROSS ESTATE .'
1. Taxable Assel. 10101 from line B (cove, .heel) ,....'....,......................'..'..........,..,...........,...'. 1,
2. Insurance Proceeds on Life of Decedent ..........,.........................._........,......................'...... 2,
3 I
Er-
3. Retirement Benefits..."..,."....,. .""""""",.,..""" ,..
,4, Joint Assets with Spouse ,......, "",..",.. .",.... ,.,,,,,,,,, .."",...... ,..", .,...."...""""., ,'..,.,..,.....,.
I'
5. PA lollery Winnings .."'.......""..,.,, ,.' ,....,.', """"."..,.....".. .,..". ".., ." ,..'", """,..,..,......."
60. Other Nontaxable Assots: Lisl (Attach schedule if necessary).. 60,
6b.
.-
6c.
6d.
6. SUBTOTAL (line. 60, b. c, dl......................................................................................... 6.
7. Tolal Grass Asset. (Add line. 1 Ih,u 6) ............................................................................. 7.
B. Tolal Actualliabililie. .............................................................. ...................................... B.
9. Nel Value of E.lale (sublraclline B from line 7)................................................................ 9.
If line 9 is greoter thon 5200,000. STOP, The estate is nof eligible to claim the credit, If not, confinue to Perl tI,
PART 1I"-.CAlCULATlON OF.JOINT EXEMP:TION INCOME - (Attath top;es of Federall"dividuallntome
, T ax Returns far detedent and spouse.) , ,", '. .
Income:
1. TAX YEAR: 19
2. TAX YEAR: 19 3. TAX YEAR: 19
20. 30,
2b. 3b.
2c. 3c.
2d. 3d.
2.. 3..
2f. 3f,
o. Spouse.,...,..,..,......,." 10.
b. Decedenl................... lb.
c. Joint.....,....,.,......"."" 1c,
d. Tax Exempllncame..... ld,
e. Other Income not
listed above ....,...... 1e,
f. Talal.......................... If.
A. Average Joint Exemption Income Calculation
40, Add Joint Exemption Income from above:
(HI
+ 131)
=
+ 121)
1+ 31
Ab. Average Joint Exemption Income ,...,'..,......,..,....,.....",........".,.. ....",.,.....,..."..,.,."......,.,., =
II line 4(b) i. greater than $40,000 - STOP, The e.tole is not eligible to claim the credit. If not, continue to Part /If.
i>ART III -CAL.c,t)LATION OF. SPOUSAL P.OVE~TY CREDIT FOR RESIDENT AND NONRESIDEJ)lT
, ESTATES "<<'. . . . : . "
1. Insert amount of taxable transfers to spouse or S 100,000, whichever is less....,....,.,.....,.,.,.... 1.
2. Multiply by credit percentage (see instructionsl......,...........,..............,.....,.............,...,........ 2,
3, This is the amount of the Resident Spousal Poverty Credil, Include this figure
in the calculation of total credits on line 18 of the cover sheet. ................'.............,......,...... 3,
4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the
decedent's gross estate,......"",......""".. ,..,..' ,. ,.",.. ,..,...,."""",.. '...", ,....,.......,.. ,. ,.,.., ,.", 4,
5. Multiply line 3 by line 4 and enter the tolol here, This is the amount of the Nonresident Spousal
Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet.
REV.1649 EX+ (819$)
'*
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
~mC1lPrlMnVANIA
NawrANt'lTAXlJITUlN
l/!IIDIIHTDmIlOHT
ESTATE OF
FUeNumbtr
PART A: Enter the description and value of all interests, both taxable and non.taxable, regardless of location, (nct of deductions)
which pus to the decedent's surviving spouse by will. intestacy, operation oflaw, or otherwise,
Description ofilems Amount
1
Part A Total: Enter the amount shown on the recapitulation sheet in the Decedent lntonnaUon Section.
Election To Subject Property To T3.I Under Section 2113(A) As A Taxable Transfer By This Dccedcnt.
If. trust or similar arrangement meets the requirements ofScction 2113(A). and:
a. The trust or similar arrangement is listed on Schedule 0, and \
b, The value oflhc trust or similar anangcment is entered in whole or in part as an asset on Schedule 0,
then the transferor's persona! representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have
such tnIst or similar property treated as a taxable transfer in this estate, If less than the entire value of the trost or similar property is included as a
taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the tIUst or similar arrangement.
11le numerator of this fraction is equal to the ~nt of the trust or similar IlJ'lVIgemcnt included as a taxable asset on Schedule O. The denominator is equal
to the total value ofthc trust or .imilar IlJ'lVIgement
ELECTION: Do )'ou eject wader SectIon 2113(A) to treat AI a tuabl~ tnuufer In thIJ Clta~ all or a portion of a tnut or .lmIIar arranzement
created for the sole use ofthls dectdenl'..univinZ .pouse durinZ the IUrvivh1Z .pouse'. enUrt UfetIme?
YES D NO D SIEDo'u", Date
No~: Irthe e1ed1on appUes to mo~ than one tMlSt or .1mUar arrancement, then a up.arate fonn must be signed and rued.
Part B: Enter the desaiption and value of allintcres\s, both taxable and non-taxable, regardless ofJocation, (net of deductions)
which pass to the decedent's sUlViving spouse for which a Section :2113 (A) election is being made.
Descri tion of items Amount
1
-.'
Part B Total
j
Dcrurc me,
.:'
)E FannleMae
Affidavit and Agreement
(hy 1l1lrrllW~r aud l'roperty Selll'r)
2159978
-----------.--..--.-----
STATE
01' PENNSYLVANIA
(NIUne or Stille. l>i5t. ur Teflil
ss
COUN'rY
01' CUMBERLAND
(Name ofCuUlIly. ir Al'lllic,)
, a notary (Juhlie ill ;lnd fnr
CARLETTE L. GETZ AND HENRIETTA M. BOWERS
(lcr!t\naIlY"I'(lCafed
(referred to he,ein, wh,ther one nr mo,e person" " "n,,,,ower Mn,nl"l ; ,nd
RICHARD A. LOGAN AND HUI CHIN LOGAN
(,delled '0 herein, wh'ther "ne or more 11<'''''''' " "Seller Mf"nt") ; .nd taCh
,ueh I,erson. being of lawful ,ge ,nd being duly ,worn .cco,ding to law. u"on o.th del'''''' and mak" the .ppli"ble .tatement. contained
in Seclion \11 below; and lIorrower AlIiant and Seller Mr"ot ,ho agree "",ovhled in Seeti"n \I betow,
I. REPllESENT A TIONS,
Rcpr",entalinn Nn. I. "l1"t lI"rrnwer AIIi,nt i, the p,rty n.med in , I"tllni""ry tm" (rererred to herein.. 'he "No'e") .nd ,
mortg.ge. deed of trust. or deed to ,ecure ,'ebt (rerellCd ,,, hereio" the .Secllli'y In"rument-), hoth hearing da'e or
AUGUST 29. .1997. evidencing ,ml "cu,ing' h"nl (rererred to herein" Ihe 'I~"n") con'tituting
a lien on the (HOI)crty located at 6117 WERTZVILLE ROAD
HAMPDEN TWP.. PA 17055
(Property Address) (re(erred 10 herein.. the "Property'). the Lo.n h.ving hcen m,de to lIorrower Mn.nt hy
GREENTREE MORTGAGE COMPANY. L.P.
(re(erred to herein as lhe ~I.ender"),
Repr..cnl,lion No.1. "11"1 Seller AIIi.nt i.lhe "lIer of the Property to norrower Ani,,,,!.
Reprcscntllli,n No.3. lltat the purpo,e oCthe Lo.n i." .hown hy X in the app,npri.te 'pace helow:
~ to finance Borrower Amanl's purchase of the Property, at a purchase price of S
to refinance outstanding debt against the Property.
for the following purpose:
124900.00
Reprcscnt.linn No.4. 'Il..t the financi.lterm, nf the transaction con,titutillg or re1,ted to the Lo.n are as folloWS:
Amonnl of the I'irst Mnrtgage on Ihe Property S 102000.00
Cash Equity (if the Loan is not a refinancing) S 22900 . 00
l'urehase Price oflhe Property S 124900.00
htitial Moothly p.yment under the Note S 929 .22
l1lCre is 110 snbordinate nnancing relating '0 the Prnpcrty except.. 'pecincallY set forth immedi,tely hclow:
Terms of Subordinate Financing
Amount: S
Interest Rllte: % Term: lIlnllth~
Monthly Payment: S
Name and address of the holder of such subordinate linilncing:
Reprcscntalion No.5. 'Il..t Oorrnwer Aniallt has nnt given. conveyed, permitted, or cnntracted for, or .greed tn give, coovey,
0' permit any lien upnn the Property '0 secure a debt or lo.n, excel't for any lien connected with subnrdinate rm.ncing upon the
p.operty. as fully disclosed in Revr"..lIation No.4 above, .nd the hen re(erred to in Rcpreseol.'ion No. I ahove.
Repr..cntallon No.6. 11..1'( the Loan is for the purpose of fioancing norrower Ani,nt's purchase nf the Property. nn expenso,
or charges relating to, or in conneetion with, Borrower Ani.nt's pnrehase of the I'roperty. ,uch as inter"t charg'" re.1 estate
taxes, h,urd in.urance preminm,. initial mortg'ge in,urance premium" or nf fund, to he used (or renewal of mortg.~e
insurance relatin~ 10 the Loan, have been, or will be, paid, funded, or home by Sellcr Mr..nl for or on heh,lf of Borrnwer AIl"nt.
except as otherwIse specifically slated immedialely below.
Representation No.7. As indicated by X in the al1llropriate sl'ilce adjaccnt to A or U below,
lliJ A. 'Il"t (if indi"led hy X io the appropri.te 'pace .djacenl hereto) lIurrower Arn.nl oow occupi" 'he Property as
lIollower Mfiaot', l"incip,1 r"idence, or in good faith will '0 occupy ,he I'roperty. commencing such occupancy oot
I,ter than: (al thirty (30) day. .lIer tlti, dale or (b) thirty (30) d.y' ,lIer the property ,h.1I nrst have beenme ready
for OccuI,ancy as a habilable dwelling, whichever is laler,
o n. l1"t (if iodicated by X in the ,pp",p,i.te space .djacenl hereto) Ilollower AIIi.nl docs not occupy the PropCl1y "
Borrower Affiant's princilml residence and does nol intend \(l do so,
Initials of Borrower Arlianl: Initials llf Seller Amanl:
11. AGREEMENT I'ROVISIONS,
A. lIotrower Covenant. DOllower ACf"nt 'grees that (i( an X is placed in Ihe appropriate 'pace .djacent to Represent.tion No.
7A of Section I .bnve): (I) it sh.1I be .n ,ddilinnal coven.nl o( the Securily Inslrument that DOllowerfAlIiant nccupy Ihe property
as provided io such Representotion No, 7A; .nd (1) (ailuro tn sn occupy the property shall coo,litute. breach of covenant under
the Securily Inslrumenl thaI .hall entille the Lender, ils successors ,nd ",ign., to exercise lhe remedies (or' breach of
covenant provided in lhe Security Instrument.
D. Indocement Agreement. Dorrnwer Aniaot "td Seller Amanl 'gree .od "knowledge th,1 the foregoinr Borrower Covenant (if
appli"hle). the Representations made in Sterioo I above, .nd the Statemeols under (tath m.de in Section II helow are m,de
for the purpose of inducing the Lender and its assi~ns to make or purchase the Loan,
VMP MORTO^OB r.oRMS. (3I31'193.ltoo .ltlOO1~21m91
fal~lIeM.ePonlltOO9 ^\II,86
hl,torl
. "27 liBllI.01
ill
J
III..
STATI-:MENTS UNIlER OATil
A. By Borrower Affiant: tJorrowcr AmIni herehy dcl'o!cS and l:tys \111011 oath that those Rcprc~cntations referred III Alld ~ct
forth in Section Ilbove al RCI'fClcntallons NOli, I. 3. 4, S. 6, lilt! (if II,plicllhlc) RC(lfClCnlatiol1 No.7 ^ IIfC Hue and correct,
n. Dy Seller Amant: Seller AlTaant herehy dCI'OllCS IlId lAY. upon oalh Ihat t11O~C Representations rdcrrcd to Iml Id forth III
Section I above as Represent,lImlll NOli, 2 IIlld 6 lire: tNC and correct, 8ml thaI Rcprc~cnlaliUl" NUll. I. 3, 4, 5, and (if
applicable) Representation No, 1A, III refeHed to and IIct furth IIl!luch Scclioll, uc true and CNrect III the hc!lnf Sellcr Affianl'.
knowtcd~c. information, lod helief.
CARLETTE L. GETZ
(SI&lIaturc)
(norrower Aniant)
HENRIETTA M. BOWERS
(Sii:l1aturc)
(BtlrTllWCr Affiall!)
(S;~lIllIlHCl
(Unfwwcr Allinnt)
RICHARD A. LOGAN
(Sii:llilturc)
(SellerMIiIlIlt)
(Signalure)
(Horrower Affillllt)
HUI CHIN LOGAN
(Sit:nalure)
(Seller Amanl)
Sworn to and subllcribed before me this
29TH
day nr AUGUST
19 1997
Notary Public in and for
(SEAL)
My Commission Expires:
(Dale)
CERTIFICATE ANIJ ACKNOWLEDGMENT BY LENIlER
The Lender hereby represents to, and certifies for the reliance of, any party tn which the Loan hereaner is :mld or assigned, that
all of lhe allplicable representations and 5tatementll contained in Sections 1 and III ahnve "re true and correct lu the best of the
Lender's knowledge, infonnation, and belief. In addilion, the Lender herehy ilckl\owlcdJ;cs and accepts the Borrower Covenant
(if applicable) and the Inducement Agreement, set forth, respectively, in IJaragra\lhs A and n of Section 11 above.
GREENTREE MORTGAGE COMPANY, L.P.
(Name o( Lender)
by
(Signalure)
AUGUST 29, 1997
(Dale)
(line)
(I11is form should be executed by the borrower(s), property seller(s)
and lender on the date the Loan is closed.)
ADVISORY NOTICE
If any statement in the foregoing Affidavit and Agreement is made under oath by Borrower Affianl or Seller Affiant with
knowledge that such statement is false, the penon making such false statement may be subject 10 civil and criminal penallies
under applicable law.
In additioll, any breach of the covenant by Borrower Affiant relating to occupancy of the Property (as set fol1h ill Paragraph A of
Section II ahove) will entitle the holder of the Note to exercise its remedies for breach of covenant under the Security Instrument.
Such remedies include, without limitation, requiring immediate payment in full of the remaining indebtedness under the Loan
together wilh all other sums secured by the Security Instrument. and exercise of power of !laic or other applicable foreclosure
remedies, to the extent and in the manner authorized by the Security Instrument.
G.21 (811111,01
~
FllUlle ~he Ponll 1009 ^\'J" 116
J'\&~. Zor1
.
,;y~~oq Q..I
, .
.' I I' :' ~':~
,'I, ;.
.Ii' {.i.' i fJ~
I ,',/I it': /; u II r ~ ~ (' ,',
Tax Parcel No.
10-14-004;>':Pf3t't, ~ 01'111 PI
THIS INDENTURE made
,~..' DEEjJ
this )/i day
, 1997.
of &,I-W/:'-
BETWEEN RICHARD A. LOGAN AND HUI CHIN LOGAN, Husband and
(hereinafter referred to as Grantor(s)),
Wife.
M. AND
CARLETTE L. GETZ AND HENRIETT~BOWERS, Joint
of Survivorship
lhereinafter referred to as Grantee(s)),
Tenants with Right
WITNESSETH that the said Grantorls), in consideration of the sum
of ---ONE HUNDRED TWENTY FOUR THOUSAND NINE HUNDRED AND 00/100---
-------------------------($124.900.00)-------------------Dollars,
lawful money of the United States of America unto them well and
truly paid by the said Granteels), at or before the sealing and
delivery thereof, the receipt whereof is hereby acknowledged, has
granted, bargained and sold, released and confirmed, and by these
presents does grant. bargain and sell, release and confirm unto
the said Grantee(s), their heirs and assigns,
ALL THAT CERTAIN lot or tract of ground situate in Hampden
Township, Cumberland County, Pennsylvania, more particularly
bounded and described as follows, to wit,
@
BEGINNING at a point in the center line of Wertzville Road at the
corner of a 40 feet wide street known as Connie Drive; thence
along the center line of Wertzville Road, North 01 degrees 30
minutes East, a distance of 75 feet to the corner of Lot No. 10:
thence along Lot No. 10 South 08 degrees 30 minutes East, a
distance of 175 feet to a point on the northern line of an
easement dividing Lot No. 11 from Lot No. 22: thence along said
easement, South 81 degrees 30 minutes West, a distance of 75 feet
to the eastern line of Connie Drive; thence along the eastern
line of Connie Drive, North 08 degrees 30 minutes West, a
distance of 175 feet to a point, the place of BEGINNING.
BEING Lot No. 11 on the Plan of M. L. and Esther McCombs recorded
in the Office of the Recorder of Deeds in and for Cumberland
County, Plan Book 7, Page 19.
HAVING THEREON ERECTED a dwelling known and numbered as 6117
Wertzville Road, M~~~~r~1 Pennsylvania.
BEING THE SAME premises which Joseph P. Marino, Jr. by deed dated
Biio.~ 163 P,\Gf1000
.
August 14, 1992 and recorded in the Office of the Recorder of
Deeds in and for Cumcerland County, Pennsylvania in Book V-3S,
Page 372 granted and conveyed unto Richard A. Logan and Hui Chin
Logan, Grantors herein.
TOGETHER with all and singular the buildings, improvements, ways,
streets, alleys, driveways, passages, waters, water-courses,
rights, liberties, privileges, hereditaments and appurtenances.
whatsoever unto the hereby granted premises belonging, or in any
wise appertaining. and the reversions and remainders, rents,
issues, and profits thereof; and all the estate, right, title,
interest, property, claim and demand whatsoever of Grantor(s), as
well at law as in equity, of, in, and to the same.
TO HAVE AND TO HOLD the lot or piece of ground described above
with the messuage or tenement thereon erected hereditaments and
premises hereby granted, or mentioned and intended so to be, with
the appurtenances, unto Grantee!s), their heirs and assigns, to
and for the only proper use and behoof of Grantee!s), their heirs
~nd assigns forever.
AND the said Grantor(s), their successors, heirs, executors and
administrators do covenant, promise and agree, to and with the
said Grantee(s), their heirs and assigns against them, the said
Grantor(s), their successors, all and singular the hereditaments
and premises hereby granted or mentioned and intended so to be,
with the appurtenances, unto the said Grantee!s), their heirs and
assigns, against them, the said Grantor(s), their heirs and
~1?9~~~i:!l",fl
e!.Ct.R-a;g Id{;l:';
::0=- 1 ~ 1 1
~.::i;:~a~Ss
< ~-=U1
:& !2i"~
: t; 6i;;l
~
~
,.,.
~~
"' ~
'" '113'
~ ""~ ~
!; ~ ~
'" -
~
-
Bl
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:g,
..,
fa
~
,~
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16
-,
.-
....~' !'"
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~ l..
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gf'tl
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"
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fl-
liiJox 163 pAr.F100i
[;
~
~
-
--
t"':;.._ _
::JT~(1'l 0"'0..,,,
~(;t~:::~~:$ :::
~l.<l8g:~l!l8i!lg:
-
-
-
":!
~
<>
.
against all and every person and persons whomsoever lawfUlly
claiming or to claim the same or any part thereof. by. from or
under them, or any of them, shall and will SPECIALLY WARRANT and
forever DEFEND.
IN WITNESS WHEREOF ~he und~rsigned Grantor(s) have executed this
Deed the day and year first above written.
WITNESS'
~~~
?4 C;# ~~
/ HIlI CHIN LOGAN'""'"
STATE OF NORTH CAROLINA
ss.
COUNTY OF ~rr '''''.rI'1
On this the ~y}'rI day of (],I(M"~--- , 1997, before
me, the undersigned officer, perso~~~ppeared the above named
Richard A. Logan and Hui Chin Logan known to me (or
satisfactorilY proven) to be the persons whose names are
subscribed to the foregoing Indenture, and acknowledged that they
executed the same for the purpose therein contained, and desired
the same might be recorded as such, according to law.
\'i"~'''~
In witness whereo~~' a h~hereunto set my hand and official
1 ...... ..." rt () Ii,
sea . .:- ~\... ........... ')-"
{OJO/;dfA';'\ '\ ~.~' IJ....-
. I' _ . -,. 0- t\1aM-
\ -s. '" PUS\"'" ! ~ P Notary ublic
'"? ". ,,~. .: \".o5-WCO
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I certify the precise adM~ess of Grantee(s) is:
6117 wertzville Road ~
Enola, PA 1702S,'~!8,~~,.~(f~~ /h /
.,....\?M~I>i.~~~,\ , ~
it:J1<gz~'" ._....O:W".,;."
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'6i;.5~&i ~~(~~\ill"'" h,,"UI ded 111lhe ollice lor the recording of Deeds
',' ~....._+~',,\p:;;,;,])!;r.mU:~f " in ~nd lor Ilul1lPerland CounW. P".l
\"<p >;.....: .:..<,...,... . II Book1.1lDVOI.:::::'-PegolliO
SECURED LAND lR^NSFW "", . "~lI~"P*~~il~~:"': W Ilt,ess my ha.nd ancljllai ot olfic~_^\. (1....,7
I p...ID77~~ t:l~;,' t1it1r,P __. carhsie,PAlhls-2-d.yof~19U
BOOK 1631ror-- 7' YaGf"do8 .
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT.28060 1
HARRISBURG, PA 17128.0601
RECEIVED FROM:
r
CARLETTE GET:
6117 WERTZVILLE RD
ENOlA. PA 17025
FOlDHEAE
ESTATE INFORMATION:
FILE NUMBER
21- J 997.'0770
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
.
NO. AA 4 5122 5 AEV.lt62 EX (It.96)
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101
$967.9J
FOLD HERE --
SSN 205-12-EI632
(MI)
TOTAL AMOUNT PAID
$967.91
NAME OF DECEDENT iLAST) (FIRST)
BOWERS HENRIETTA M
DATE OF PAYMENT
9/13/2000
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF DEATH
9/13/J997
REMARKS
l:. I:. t: ,'_
DO
1'".,./ ..~
RECEIVED BY /". ?,/ C '~ -;" .t:.(,/,,.U4~-<-
M?tf.(Y L. Lt:.L'Jl"4 .... I /~p.
REGISTER ~~/WILLS/:{~4b( X47
REGISTER OF WILLS
,-----.- --~-._--- ------. -----.._-~ --..,..- --~ -- .~- ---~ -'-'~ --~
CHECK# 3449221407
SEAL
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: .J-leYlfreUt0 l\.,{ttcfowC(S
Date of Death: C} 0 Ie}!) 7
Will No. ;)) 1-/Cff7-()17/:J Admin. No.
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:
1. State whether administration of the estate is complete:
Yes V No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No V.
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 ~
[Ole heir
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: IO./;tllrxD
~1JJW_ttl 'II. bd~
Signature
C.arldtc L (left'.-
Name (Please type or print)
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or on the front if space permits,
1, Article Addressed to:
D, Is delivery address different item 11
If YES, enter delivery address below:
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OCT 1 1 ZO(]~
f'\
JRD/June 30, 1992/17858
In Re: Estate of HENRIETTA M. BOWERS
Late of HAMPDEN TWP
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.:
21-1997-0770
No. 1997-0770
NOTICE OF FAILURE TO FILE SfATUS REPORT AND REQUEST TO
CONDucr A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: CARLETTE GETZ
Counsel for Personal Representative:
Date of Decedent's Death: 9-13-1997
Date of Delinquency Notice: 8-9-2000
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal representative nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its Status Report required by Rule 6_12, Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on R-Q-?nnn ,19_, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative.
Date: 10-10-2000 11lCUvt{ ~ ~ V,'Yl/'}v J H1 d lL a. I
Mary C. ie~;s, Registe~ of Wills " FV 'V4--Tf2A q
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HEARING IS SCHEDULED FOR JAi7U4frLl/.{) /7 .:Jnv AT tj"',:M /.I-I?; , IN
COURTROOM NO.3. IF THE STATUS REPORT IS FILED PRIOR TO THE HEARING DATE, THE HEARING
WILL AUTOMATICALLY BE CANCELLED. ~11J1~
GEOR~
-., ~.~.... ~
/5:ao3- 7'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT, 280601
HARRISBURG, Pl 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF OEOUCTIONS ANO ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-13-2000
BOWERS
09-13-1997
21 97-0770
CUMBERLAND
101
CARLETTE L GETZ
6117 WERTZVILLE
ENOLA
RD
PA l1.025
(\
Allount Rell! U.d
(:.v,~
.?C/~
In.I547 II ,,, U'.II'
HENRIETTA M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS lINE ~ RETAIN lOWER PORTION FOR YOUR RECORDS ....
REv=is"4'-E1C"FP-ioCj=iiijj-iloTicniF-YtiiiERif;'NcE-TAx-jiPPRAisEMEilT~--"LLOWAriCE-iiR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HENRIETTA M FILE NO. 21 97-0770 ACN 101
ESTATE OF BOWERS
TAX RETURN WAS, I
I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estata ISchodula A)
2. stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notos Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. ~olntlY Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
( X I CHANGED
(1)
121
(3)
(4)
151
(6)
171
.00
.00
.00
.00
.00
66.496.12
7.000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral ExPenses/Ada. Costs/Misc. Expenses (Schedule Hl
10. Debts/Hortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tex Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines
re~lect ~1gures that include the total o~ ~~
ASSESSMENT OF TAX:
15. AIIount of Line 14 at Spousal rate (15)
16. A.oun'l of Line 14 taxable at Lineal/Class A rate (16)
17. Aaount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
C S,
A
DATE
09-13-2000
NOTE:
R
NUMBER
AA451225
D SC (01
INTEREST/PEN PAID (-)
119.99-
1,526.85
57.837.40
(111
(12)
(13)
1141
191
(10)
SEE
DATE 11-13-2000
ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for_ with your
tax pay..ent.
73,496.12
I;q.~t;4 ?I;
14,131.87
.00
14,131. 87
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
14,131.87 X 06 =
.00 X 00 =
.00 X 15 =
119J=
AMOUNT PAID
967.91
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-14-2000 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
.00
B47.92
.00
.00
847.92
B47.92
.00
29.25
29.25
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU !tAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
'\
RESERVATION: Est.t.s 01 "c.donts dying on or b.lor. D....b.r lZ, 19&Z -- II .ny lutur. Int.r..t In tho ..t.t. I. tr.nsl.rr.d
In p.s..s.l.n .r .nj.y...t to CI.s' & (coll.t.r.l) b.n.llcl.rl.. .1 tho d.c.d.nt .It.r tho ..plr.tl.n 01 .ny ..t.t. for
Ilf. .r I.r y..r.. tho C....n...lth her.by ..pr..sIY r...r... tho right t. .ppr.I.. .nd ...... tr.n.l.r Inh.rlt.nc. T....
at the la~ful Class B (collatorall rate on any such future interost.
PURPOSE OF
NOTICE:
PAYMENT:
REFUtlD (CR):
OBJECTIONS:
ADHINw
ISTRATlVE
CORRECTIOKS:
DISCOUNT:
PENAL TV:
INTEREST;
To fulfill the require.gots of Section 2140 of the Inherltance and Estate Tax Act, Act 23 of 2000. t7Z P.S.
Section 9140).
D.t.ch tho top portl.n 01 thl. N.tlco .nd .ub.lt .lth y.ur p.y..nt to tho R.gl.t.r 01 Will. prlnt.d .n tho r...rs. sid..
--"ake check or IIOmlY order payable to: REGISTER OF MILLS J AGENT
A rQfund of B tax credit, which was not requested on tho Tax Return, .ay be requested by co.platlng an "Application
for Rofund of Pennsylvania Inheritance Bnd Estate Tax" (REV-1313). Applications are available at the Offic8
of tho Register of Wills, any of the 23 Revenue District Offlc8s, or by coil ion the special 24-hour
answering servIce ou.bers for for.s orderin~: 1-800-362-2050 for rotary service or 1-888-PATaxes wIth touch-
tone servIce. Services for taxpayers with special hearing and speakIng needS:
1-800-447-3020 (ll only).
Any pa~ty 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 .ust object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Depart.ent of Rev,mue, Board of Appeals, Dopt. 281021, Harrisburg, PA 17128-1021, OR
--election to have thcI .atter detClr.Ined at audit of the account of tho porsenal representativo, OR
--appeal to tha Orphons' Court.
Factual errors discover&d on this assessaent should be addressed in wrIting to: PA Depart.ent of Revenue,
Bureau of Individual Taxes, ATTN: Post Assess.ent Re~iew Unit, Dopt. 280601, Harrisburg, PA 17128-0601
phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of ad.inistrati~elY correctable errors.
If any tax due is paid within three (3) calendar .onths after the decedent.s death, a five percent (5:0 discount of
the tax paid is allowed.
The 15Y. tax &DRQsty non-participation penalty is co.putod on the total of the tax and interest assessed, and not
paid before Janucry 18, 1996, the first day after tho end of the tax a.nesty period. ThIs non-participation
penalty Is appealable in the ,a.e .anner and in the the salle ti.o period 85 you would appeal tho tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning wIth first day of delinquency, or nin9 (9) .onths and one (1) day frOll the date of
death, to the date of pay.ant. Taxes which b8ca~o dolinquont beforo January 1, 1982 bear Interest nt the rate of
sIx (6Y.l percent per annUlI calculated at B dallY rate of .000164. All taxes which becs.e delinquent on and after
January 1, 1982 will boar intarest at a rate which will vary fro. calendar year to calendar year with that rate
announced by the PA Depart.ent of Revenue. The applicable interest rates for 1982 through 2000 are:
'!!.!r Interost Rate Dally Interest Foctor :!!.!r Interest Rate Daily Interest Fector
1982 20Y. .000548 1988-1991 11% .000301
198'5 16% .000438 1992 9/:: .000247
1984 11% .000301 1993-1994 7% .000192
1985 13% .000356 1995-1998 9/:: .000241
1986 10% .000214 1999 7% .000192
1987 9% .000241 2000 8X .000219
--Interest is calculated as fallows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotice issued after the tax becOlles delInquent will reflect an interest calculation to fifteen (15) days
beyond the date of the asse!l~ent. If pay.gnt is lIade after the Interest co.putatIon dote shown on the
NotIco. addItional interest .ust be calculated.
j '.
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BUREAU Of IIIDIVIDU~L TAXES
IHHERI1AHCE 110)( DIVISION
DEP1. t80601
HARRISBURG, PI. 171%6-0601
,
\<:
,
CARLEnE l GETZ
6117 WERTZVI LlE
ENOLA
......-. ,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT of REVENUE
-
1I0TICE Of IIIHERIlAIICE lAX
APPRAISEHEIll. ALLOWAIICE OR DISALLOW AliCE
Of DEDUCTIOIIS AIID ASSESSHElIl Of lAX
~
U'l-1~1 ['I ~F' to,.OIl
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11_13-2000
BOWERS
09_13-1997
21 97-0770
CUMBERLAND
101
HENRIETTA M
,
'.
b
MAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND co COURT HOUSE
CARLISLE, PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS ...
.--' ..-- -------------------------------------------------
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,260601
HARRISBURG, PA 17128.0601
RECEIVED FROM:
I
CAf(Li~TTE GEL:
61 1 7 ~.)F FiT ::\I! L L.E !~I, [)
ENOLA. F'A 11025
FOLD HERE
ESTATE INFORMATION:
FILE NUMBER
21-.1997"07"10
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
*"
.",
., ~
No.AA 477813REv.tt62EXltt.961
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
l'.)!
~~29. i:!;:i
~.. SN r~'05-' 1 i~" fUJ,]Z:
NAME '[f81~RmI1JT f'I~IWr E T T (\ ~I (FIRST)
(MI)
DATE OF ~AYMENT
ll~ /2 7/20-;)1)
POSTMA~ DATE
121L~O /2000
COUNTY
ClJl'IEiE HI.I;~ID
DATE OF DEATH
9/13/1r.~II,:r/
REMARKS
.i,...L~:.. ,
l.
C:H[CI<~
SEAL
;~(J,/
$29.f25
TOTAL AMOUNT PAID
s~<
. I.:.. ~.
,./';' ~./"
I' .
RECEIVED BY :' ,.. I ,-,.::/,f..I.()..<',f ,b ,....,
t'l{:;f~,( l.. Ll:.l1'~':;, ,{~'
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l"bL~.)I\~.I\ Ufo ~.Jll...t_:.;._ " ;,(<--1/,- ""-:'.:"'il,:{'
.' .' .' /"";7' ..~
. :/
REGISTER OF WILLS
__. _ __ _, d_'_~ __ __ _..' __. ~ ..~ ...... ---...... n_ - --- ,-~-_.- .-.- ...
- ~ ---- -.----- ---
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BUREAU OF INDIVIDUAL TAKES
INHERITANCE 'AX DIVISIOH
DCPT. Z80601
HARRISBURG, PA 17128.0601
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COMMONWEAL TH OF PENNSYL VAtlIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
UY.UD1 EX ar, CU-UI
CARLETTE L GETZ
6117 WERTZVILLE
ENOLA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-16-2001
BOWERS
09-13-1997
21 97-0770
CUMBERLAND
101
HENRIETTA M
RD
PA 17025
Amount Read H:ed
(\ '
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, subnlt the upper portion of this fora with your tax payment.
CUT ALONG THIS lINE ~ RETAIN lOWER PORTION FOR YOUR RECORDS ~
iiE"; =i60;-EX-AFP-n'2-=jjejj------iiiiii-iFiii€ifii:ANCE"i';.if-STATEiiENi'-ii"-;.cco[itiT--iiiii---------------- m__
ESTATE OF BOWERS HENRIETTA M FILE NO.21 97-0770 ACN 101 DATE 01-16-2001
THIS STATEMENT 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 PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT: 11-06-2000
PRI NCI PAL TAX DUE, .____"._..,__..,_.__......_..__...._,..'.."'__'__'.',-,---,,-..,-.,.
847.92
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
09-13-2000
12-20-2000
RECEIPT
NUMBER
AA451225
AA477BI3
DISCOUNT (+)
INTEREST/PEN PAID (-)
119.99-
29.25-
967.91
29.25
AMOUNT PAID
TOTAL TAX CREDIT
B47 . 92
BALANCE OF TAX DUE
.00
.00
.00
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT 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. I
PAYHENT:
Detach the top portion of this Hotice and sub.it with your pay.ent .ade payable to the na.e and address
prlntod on the rever.e side.
If RESIDENT DECEDENT .ake chClck or .0nClY order payable to: REGISTER OF WILLS, AGENT.
If NOH.RESIDENT DECEDENT .ake chClck or non9Y order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (tR): A rClfund of a tax credit, which was not rClquClstCld on the Tax Return, .ay be requested by conpleting an
~Application for Refund of Pennsylvania InheritancCl and Estate Tax~ (REV-1313). Applications are available at
the Office of the Register of WillS, any of the 23 RovClnue District Offices or fro. the Cepart.ont's 24-hour
answering SClrvicCl for for.s ordering: 1-800-362-20501 SClrvicCls for taxpayers with spoclal hoaring and I or
spooking neClds: 1-800-441-3020 (TT only).
REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Depart_ent of Revenue, Bureau
of Individual Taxes, ATTH: Post Assess.ont RClview Unit, Dept. 280601, Harrisburg, PA 11128-0601, phone
(111) 181.6505.
DISCOUNT:
If any tax due is paid within three (3) calendar nonths after the decedent's death, 8 five porcent (5Z) discount
of the tax paid is allowed.
PENALTY:
The 15Z tax a.nosty non-participation penalty is co.puted on the total of the tax and i~terest assessed, and not
paid bClforo January 18, 1996, the first day of tor tho end of thCl tax a.nesty period.
INTEREST:
Interest is charged boginning with first day of delinquency, or nino (9) .onths and onCl (1) day fro. the datCl of
death, to thCl date of paY~Clnt. Taxes which becano delinquent before January 1, 1982 bear interest at the rate of
six (6Z) pClrcont per annu. calculated at a daily rato of .000164. All taxes which boca.e delinquent on and after
January 1, 1982 will bear intorost at a rate which will vary fro. calendar year to calendar year with that ratCl
announced by the PA Depart.ont of Rovenue. The applicable interest rates for 1982 through 2001 ora:
Vear Interost Rate Dally Interest Factor Vear Interest Rate DailY Intorest Factor
1982 20r. .000548 199Z 9Z .000241
1983 16r. .000438 1993-1994 n .000192
1984 uZ .000301 1995-1998 9Z .000241
1985 13Z .000356 1999 n .000192
1986 lOr. .000274 2000 8Z .000219
1981 9Z .000241 2001 91- .000247
1988-1991 Ur. .000301
.-InterClst is calculated as follows:
INTEREST = BALANCE OF TAX UNPAIO X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice issuod after the tax becoaes delinqUClnt will rofloct 8n interost calculation to fifteen (15) days
beyond thCl date of the assClss.ont. If pay.ent is .adCl of tor tho intorest conputation date shown on the
Hotice, additional interest .ust bo calculDtCld.