HomeMy WebLinkAbout97-00779
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PKI'ITION H)It ItROUATE und GRANT 01<' U:TTERS
p?\-Ql-'l'71
E:\.tale I~f . yuyn" I" Wlldl,l.
111.w kllow" liS
HI' .
Nfl.
To:
IlcgislCr of Wilb for Ihc
IJeC(,Ci.Wt!, County of CUllIbur.lnnd In the
S~;CiIlI ,~;'~;lIill.I' No, . II L~~.4-:)()69' ('omlllonwcullh of PcnlH:ylvunill
The pctltion of Ihe IIIHkrsigllc" rl'.'pcClflllly represellls Ihnt:
Your Ilelltloller(s), WhO~l<IlIll' 1M Yl'nr., of nge or older nil the exeelltor"
In the Ius I will of Ihe nhove deee(l<'nl, dllled_ _~n~mNnX(]!lII.).(]."" J.4.. ---------
und codlell(s) dllted none ... . m~_____n~_~____n_...
.__~___.u_nlllllcd
_Un' 19_21L_
---.,----.-----...-. . ...------------_. .. ..-----_._----_.._~--_..._".,_........ ..---------..-- .....--...--------
___.._....___._____ ____ ..... ___.__..-_._...._._____ ._.._.___.___~__mu.. _. _______......._._
(sllllt' I'CIeVlllll l'in;lIlH\li'Il~'I.'~, l'.g, rClHlIldatioll, death lIf C'{cl'utor, I'k.)
Decendenl wns domidled III denth InCllln~e_,_1.~_n_d_m__.___.____. __ ..._ COllllly, Pennsylvllnlll, with
h is IlIst fllmily or princlpul residence nl ___2__~_\!Jl.ljll.tt..[)riv"L-S.hJl)-p.gnf!!!!!W-L_JiQJJJJlilllllLton
IowE.f!.hil" Cumherlnll<LCoul1tYLI'iI.____um_u .....m_ ._______ .. _"<..u ..
(1bl slfl:{'l, number anlllllllllL'ipaIiIY)
Decendenl, then ____..__68~_ years of a~e, died _~_A~r.g~'~.L?8 m_____...__.u_.., 19~_,
lit _.....Q!!!lisle HOAp_HalL C_'!r.H~.,~__lA.___IZQLL___<_____ .--~--_--_-_____-.-_--'
Except as follows, d"cedcnl did nol marry, was not divorced nnd did nol have II child born or adoptcd
after execution of Ihe will offered for probate; was nol Ihe victim of II killing nnd WIIS never IIdjudlcllted
Incompetenl: _~_~.~__.____.. ._._u._____~______. u__ -~. ....---------------
Decendent nt death owned property wilh esllmllled v,dues ns follows:
(If domiciled in PII.) ^1I personal property $.JJLOQ.9.....QQ..___
(If not domiciled In PII.) I'ersonlllproperty In Pennsylvnnln $ .---- .
(If not domiciled In Pa,) Personal property in ConnlY L__...
Yllluc of real estale In Pennsylvania $-
sllullted liS follows: __.___._.____..___._________u_o____________
~.-----"-----~~._---_....._._--~------_.,..~--------~-....-...----
.-_._---_.-~----_.,-'_._~---_.._---
WHEREFORE, petilloner(s) respeclfully requesl(s) Ihe plobate of the IlIsl will and codlell(s)
presenled herewith and Ihe grunl of lellers.._.---"est11.mentaEJ..__.____________
(ICSllllllclIlary; aclmlnlslrlllio1\ l',l,lt.; administration d,b,n,c,t.l\,)
theron.
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14960 Burnt Hill Road
'ShiPl'-cnsb_l!rg.'-pii-i7~57 (717)-423-6108
9906 Alvin Drive
-ShiPJ?etlf;J>urg;--PA__J.7 25 7 (7!ll.. 532-2836
8906 Mowcrsville Road
-Ne~h~~-=-pA. 17240- (717) 423-5960
_.~. .--.-------.---.-...--.----....-.-.--
---_._._._,-----~----~~....,_._-_.
OATH 01<' PERSONAL REPRESENTATIVE
COMMONWEAl-Tit 01<' I>..;NNSYI-V ANIA }. 88
COUNTY 0..' CUHBERLAND _ '
The pelitioner(s) above-mimed sweur(s) or uffinn(s) Ihul Ihe slUlemenls in the foregoing petition lire
true IInd correct to the best of the knowledge and helieI' of petitloner(s) und Ihill liS personul represen-
tatlve(s) of the ubove decedent petilioner(s) will well 1111<1 ,ruly udminister Ihe estule )I,cordlng to IlIw.
Sworn to or affirmed 1l( SUhSClibe.d *'-~'~f1f~.. "'c t;.(:':'i:,<~~&t Fe.. ~
bel' I . 81 I f(\ -"T:;..7"" /.....-. ",,'
?I1me IllS ......------- -- (ay iJ ~1#""r..:.::'-.c..-4_"~ ---------. ~
~~D 1tfi1tL7 ii'l""l"" /,,;../ ( "
- - .. l).-..._.... .. m - ... ,00'- (. " .'f--........~""'-_.-.....~----- i:!
MARY C L~1t --- Re~isl(~ 1~=-~----=~:-----==-=-=-------------: ~
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U.t.lJOlIllI+lll.flll 1
~:l1- INH::~r~~~E J~~DRE~~RN
(o'""l,~~~I~I~,'1:I,':r~I,urN" (TO BE FILED IN DUPLICATE
H''''S~J.~, l~rJ,,,OI>OI ....__ ._.!"IT~ REG~STER OF WILLS) COU!' ''!.SOUE 21 VEAR2l.::.Q119 NUM!!'
tm:!OmT1lfiMT1'A~f7il~T~...t~oM'IOolTiNilfiU . -=r'!OfN "5 COM'Un ...ODIUU
Wayne I... Wadel, Sr. 5 Summitt Or.
. 'fV'lUMi/J-'-rTlO'OIAlH --P;:llT151lill1f"' Shtppensburg, PA 17257
177-21'-5~~~. I 8~28/9~.L~~~~__ (IN"", Cumberland
OJ " 0,i9in.1 R"u,n 0 2. Suppl.m.n.ol R"u,n 0 3,
D .., llmlltd ellot. 0 "0, FvlUf. Inflr..t Compfoml.. 0 5.
{'or do... 01 d.olh oh.. 12.12.821
C 6. DIC.d.n. Di.d ToIIOII 0 7. D."d.n' Main'.in.d a living Trull
IA"och cop, 01 Willi IA"och copy 01 Irulll
-- AlLCO"..S'ONOENCI ANO~CONF'DINT1AL TAX INFORMAlION SHOULD II D'.KTID Tal
,i.iM1 COM'l!T! MAIliNG ,t,OOIltUS
Steven J. F18hman, Esq. 1000 Bryn Mawr Rd.
rrm"ONt HUM.lI Carlisle, FA 17013
i 19. If lin. 18 il g"oll, Ihon Ii.. 17. .nllr th. diff...n" on lin. 19. Ihl,lllh' OVERPAYMENT.
I me
120 If line 17 i\ greater !hon line 18, enllH the differ"nr.e on Ii"" 20, Thit it rhe TAX DUE, (20) ..J.~-,O.~~!~,
'L A En'''' th" inl~r&" on Ihl't balance due on Ii", 20A, 120AI ..__._____.___..._____....
8 Enll, Ih. 10101 01 IIn. 20 and 20,0. on Iln. 208. Thl. i. Ih. 8ALANCE DUe. 12081 _.!.2 ..Q,t..8
Ma~. C~.c~ Payabl. la, R.gls'., 01 WI~., Ag.nl _
.. .. Be SURe TO ANsweR ALL QUesTIONS ON RlVeRSI SIDI AND TO RICHeCK MATH....
~der p.nnlli.~-~Tr;;f.i~i-d8darll tnt':II , nr,ye ..amined ,hi I 'e'vrn~i~~j;ding.~.cc~-;;;~nyln~hedul(,1 ond "Cl"mlnlt~nd to "'!h;"b";tl of my ~no.....l.d9. Clnd b.lhtf.
it it 'tvI, (O""CI and (Omplll'8 I d"dnrll,hClI aU real 111011 hot bun fllporl,d ot truI mOf~,t yalv., Oedaration 0' p,.pontr o'h,r Ihon Ih, p,rtonal '.pr.-"nfCHiy, II
bated on alllnlormolion 01 ....hir.n prepare' nOl any ~nowled9"
SION~IU.f'onr~lHmHliirl r6frmNo.1HTIIN -, AOOItIJr--.'--'---
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PILI HUM.IR
2197-0779
...Q 8,
R.mainder R.turn
I'or dar.. of d.a'h prior 10 12.13.82)
F.d.ral estate TolII,
A.turn R.qult.d
To.al Numb.r of Sol. D.pa,1t 80'"
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243-3201 eXL 2
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1. R.al Euo.. ISch.dul. AI I 1).
2. S.ock. and 8and. ISch.dul. 81 I 21 _~.() ,i96 .
3. Clonl, H.ld SlockIPortn."hlp In"'It' ISch.dul. CJ (31 _._
.. MOItl09" and NolOs Rec.ivabl. ISch.dul. 01 ( 41. 111, ~!t!t___
S. Co.h. Bonk D,poli" & Milc.llo",oul P."onol Prop.",( 51 _~, ~___._
ISCh.dul. EI
6. Jainll, Own.d P'Op"I, ISch.dul. FI
7. I,anslIlIISch.dul. OIISch.dul.l)
8, T 0101 0'011 Alii" Ilo.oll;n.. 1.71
Q, Funerol E:Alpenu., Admlnl,trotly. Co,lI, MI,cellaneous ( 9)
e 'p.n... {Sch.dul. HI
10, D.blt, MO"9a9' Liabiliti... L1.ns ISch.dul. 'I
". To.ol D.ductian! I'o.ollln.. Q & 101
12. N.. Volu. 01 Ella.. (IIn. 8 minuslln. 11)
1], Cha,ltabl. and Governmental BequIst, (Sch.dul. JI
,.. N.. Volu. SubilCll~ Tax llin. 12 minu.lln. 131
15, Amount of Une ld IOl(obl. at 6% role
Ilnclud. volu.. Irom Sch.dul. K or Sch.dul. M.I
" ,06.
I 61
I 7) _
9,506
f 81 $ 2\0,313
110)
{l1' 9,506
{l21 ~...2..QP..l\91
{l31
(l.' -2.ll.UJ!OZ
12,048
115) $200,8~
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16. Amount of line 14 to Kable at 1 SOlo ,nle
Ilnclud. volu.. "om Sch.dul. K 0' SCh.elul. M.I
17. Prin.::ipalloJl dUIIAdd lOll: from Une lS and from line 16,)
18. Credit, Prior Payman" Discount
+
" .15 .
fl6) .
117)
p,048
'nt.r."
{l81
(l9)
Ch"ck here If you are requ..ltng a refund 0' your Dvt'rpoyment
5ATl-
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COAWoNW'AlrH 0' 'fNNI"tVANI~
INHU,rAoNC' rA... ~frlJ~N
~UIO'Nr O'C'O'Nr
5CH.DULl H
FUNIRAL EXPENSES,
ADM'N'STRA,f,v. COSTS AND
MISCELLANEOUS EXPENSES
flrAT. 0'
=
~ 1"'0" I'r'n, '!! Typ.
Ctl~
"'M
NUMIIR
A.
DlSe",prlON
I'un.ra' I.p.n....
Fogelsanger Funeral Home
-"--
AMOUNT
L
Family - Repast
$4,791
450
Memorial monument
750
8.
Admln/,'rallv. Co.,.,
r.
P'''onal R.pr".nlorl.e Cammlllion,
SOcial S,curily Number of P'''onol R.pr...Ma,;".:
Year Commission, paid ___
2.
Attorn.y Fe..
Mark, Weigel and Perkins _ $775.00
Steven J. Fishman _$ 1,850
2,62.5
3.
Family exemption
CloimoM
.--- R,'ationShip
Address 01 C/olmon, at dec.d.nl'l death
Stretl Address
City
4.
_S,at. __ Zip Cod.
Probate F.es
-
C. MI.cel/an.ou. I.pen...:
L
305
Legal AdvertiSing
Tax Preparation Services
135
450
TOTAL (AlIa .nler on IIn. 9. ".CoPilu/atian)
IIf more .pace I. n..d.d, In..n oddll/ona, .he.,. 0' .am. llze,
---
59,506.
-
03-16-98
WADEl
08-28-97
21 97-0779
CUMBERLAND
101
F - AMount R'M~:=-J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iliV: iS4"nY "APi'-" C O;--"9';-i"Niifi ci ""op"i:NHiiii;: ANC'i" i'AX "A"PPRA"i siMENi' ~_. Ai. i.oiiAifcl!' iili - m__ --"".. - -..".
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WAYNE L FILE NO. 21 97-0779 ACN 101
If .n ......m.nt we. 1..u.d pr.v1oully, l1n'l 14, 15 .nd/or 16. 17 and 18 will
refl.ct figure. th.t 1nclud. the total of ALl r.turn. .......d to d.t..
ASSESSMENT OF TAXI
lS. AMount of Lln. 14 .t Spou..1 ..t.
16. AMount of Lln. 14 t..abl. .t Lln..l/Cl... A ..t.
17, AMount of Line 14 t..abl. .t Coll.t...l/Cl... I ..t.
1.. p.lnclp.l T.. Du.
TAX CREDITS I
PAYHENT
DATE
12-22-97
12-22-97
I",' ')1
~)...xOf,--)
IUREAU OF INDIVIDUAL TANES
ItltfUIUNCE TU DIVISION
OEPT, 180601
HARRISBURG, PA 11IZ'~06Cl
COMMONWEAL Tit OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAN
ApPRAISEHENT, ALLOWANCE O~ DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAN
STEVEN J FISHMAN ESQ
1000 BRYN MAWR RD
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEA TM
F XL E NUMIIR
COUNTY
ACN
ESTATE OF I<IADEL
TAX ~ETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN 8ASED ONI ORIGINAL RETURN
1. R..l E.t.t. ISch.dul. AI
2. Stock. and lond. (Soh.dul. II
5. Clo..l. H.ld stock/Po.tn.r.hlp Int....t (Sch.dul. CI
4. Hortl..../Not.. Rac.ivabl. (Schedul. OJ
S. C..h/Bank 0,pollt,I"110. Parlonal PrD~.rty (Schldul. EJ
6. Jolntl. Own.d P.op..t. (Schedul. FI
7. T.on.f... ISch.dul. Gl
I. Tot.l A...t.
I CHANGED
III ,00
121_ 60.466.00
151 ,00
141 \21.544.00
(5) 28.303,0!l
16)_______ .00
m ,00
III
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Funaral Exp.n.../A~, COlts/Hile. Expan... (Schedull H)
10. D.bt./Ho.te.o' Ll.bllltl../LI.n. (Sch.dul. I)
11. Tohl D.ducUon.
12. N.t V.lu. of T.. R.tu.n
13. Ch.rit.bl./Qov.rn~.nt.l B.qu..t.; Non~.l.ct.d .113 Trult. (Schedule J)
14. N.t V.lu. of E.t.t. Subj.ct tc T..
191
110)_
9,506,00
,00
1111
(12)
1151
1141
NOTlI
1151 .00 X ,00.
1161---1,00.807,00. N .06._
I1n .00 X .15.
1111
RECEIpT
NUHBER
AA242586
AA242585
DISCOUNT ('J
INTERESTIPEN PAID (-)
.00
,00
AHOUNT PAID
11. 446~00
602,00
*
.n.lh/n"'llHlI
WAYNE
L
DATI 03-16-98
-"
HOTEl To inlur. proplr
crldit to ~our a~count,
lub.it the Upp.r portJon
of thl. fo.. with you.
tu Ply...nt.
210.313.00
9.~n6 nlL.
200.807,.00
.00
200.807.00
,00
12,048,00
.00
12,048.00
TOTAL TAX CREDIT _~,048.0~_ ~
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN n. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "C~EDIT" ICRl, YOU HAY BE DUE
A ~EFUND. SEE ~EVERSE SIDE OF THIS FORH FOR INSTRUCTIONS, I
· IF ~AID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
D'\
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(,)(1
RUe-AY'UONI ht.t.. of (tIc.dlntl dvlllll on or before Deu..r U, 1982 -- If any futur. Int.r..t tn the .lIt.t. h tren.f.rr.d
Inllo.....lon or ."JoVI.nt to el... . (coll.t.r.') bln.flater I.. 0' the d'Cldlnt .ft.r the IMplrlUon 0' anll' .Iht. 'or
Ill, or for V",.I, the COHonw..1th herlbll' uprl..tv r'l.r".. thtl right to .pprah. end ...... trlnlhr IntMr It.nce TlMII
.t ttt. I""ul CII.. . (COIl.tl"IU rete on InY luch 'utur. Int.r..t,
PlJMPOSE Ilf
NOTlCEl To 'ulflll the "ll1\Ilr...nh of S.ctlon Zl40 of the Inh.rltancl end [Itll', TIM Act, Act 21 of 1995. (72 P.S.
S.ctlon '140),
PAYttEHT, D.t.ch the top portion 0' 'hh HuUu Inti sub.it with vour p.v..nt to 'h. R'lht'r of NUh prlnt.d on the r'li.r.. lid..
-~"IIk. ch.ck or Ilonly orlMr pllyabl. tOI REGISTER OF HILLS I AI1EHT
Af:FUHD (CR)1 . re'und 0' I '1M cr.dlt, which W'I Mt r.qu..t.d on 'hi TIM R.turn, ..v b. requ..t.d bv cOltPlltlng .,.. "ApplJCltlon
for R.fund 0' PIMlyhanl. Inh,rit.ncI and E.btl TIM" (REV-nUl. 'ppllc.tlonl .r. IVIlltbl. .t the Office
of the R.gh'er of NUll, InV of the 2) N.v.nu. District Offlc." or bv cIlllnl U.. IiptCll.1 2~-hour
.,..laf.rlng ..r...lo. nu.btrt for 'or.. orlMrlnl' In P.nn'vl....nl. 1-IOO-S6l-2UO, outside Penn,yl...tnl. M\d
within locII H.rrl.burl Ir.. (111) 117-1094, TOOl (1111 172-22S2 (He.rl", 1~.lr.d Only).
OIJfCTlDHSI lnll' p.rh In Int.r..t not leU.fled with the Ipprlh.Hn', 11lowenc. or dl..l1owltnCl. of Mduetlonl, or .......tnt
0' t'M (including dltClount or Intlr..U I' .hown on this Notice ..."t obJ.ct wlthtn .bty (60) day. 0' rlclipt of
tM. Hotlc. bYI
hWrltt.n Pl'otut to thl r. O&p.rt..nt 0' R.I.I.nu., loara of .PP..It, Uflpt, 281021, H.rrlsburg, PA 11171-1021, OR
hlllCltJon to n'\/I the e.U.r d.tlr.ln'" .t eudlt 0' the .ceount 0' thl p.rlonll r.prllentltl"., OR
--IPP..l to the Orph.".' Court.
AllIUM
ISTAATlYE
CDftRECTlQfr4S1
fiQ'u.l error. dlsco....r.d on thlt lu......nt .hould b. .ddr....d In writing tOI PA oep.,.t.."t of R.....rnI4,
lur.1U of Indl...ldual TalCII, .nNI POlt AUI1I..nt R....I.w Unit, D.pt. 280601, Hlrrhburg, PA 11128-0601
Phone (117) 181w650S. S.. p.g. S of the booklet "Instruction. 'or Inh.rltlnc:t TIM R.turn for I Autdent
D.etdtnt'" (REII-1901) for In' IMpll111.tlon of .dIIlnlttretlv.h corr.ctlbl. error..
DISCOUNT I
If 11'I)1 tlX due It Plld within three (5) e.l.mllr lonthl Iftlr thtl dteldtnt', dI.th, e flv. p.rcent (5%) dhcount of
thl tllf Plld It aUo...d,
PfNALTYI
The 15:4: tlM """,.ty non~PlrtlelpltlDn pen'lty I, cOllPUt.d on the t0111 0' the tlM end Int.r..t ......ltd, end not
p.ld hI'or. Jenu.rv II, 1996, thl flr.t dav Ift.r the .nd 0' tn. htM MM.ty p.rlod. This non-p.rUclp.Uon
penaltv It IPPIlIIb', 'n 'hi .... lanner 'nd In the the .... tI.. p.rlod .. you would ~p..l thl tlM end Int.r..t
thlt hi' hI.n ......ed a, IncUaetad on thll notlc..
INTEREST,
Int.r..t It ct\lr,.d b.glMlnt with first d.y of d.llnqullney, or nine (9) eonth. Itnd ont (1) dlY fra th. date of
dllth, to thl d.tl of P'VHnt. Ta)(l. which bacl.. dellnqu.nt b.fore JllnUlry 1, 1912 b..r 'ntlt'lIt et thl rete of
.IM (6~) p.re.nt p.r ennui clleullt.d at I dalh rite of .00016".. All teJeIl which bee... d.Unquent on end .fter
JtnUlry 1, 1'12 will b..r lnt.r..t .t I rat. whiCh wilt vlrv '1'0. eellFlltar veer to c.llnder y..,' with 'hit r.t.
lIMOunc.d bv the PA D..-.ar'l.nt of R.y.~. ThI applleltbl. Inter..t r.'.. for I9IZ through 1". .rtl
~ Intlr..t R,t. olUV Int.r..t flletor ~ Int.r..t Rlt. !.!.!!L.!.!J'~.r..t F.etor
I9IZ 20;( ,OOOMI 1917 'X .000Zlt1
US! I'X .0004,. a_Awl"l 1Ii( .00OSOI
1914 1lil: ,000501 199Z 'X .ODOZ,.7
1911 m .000556 l'9S~1'94 lX .0001.1
1'" m .OD0174i! 1995-199. OX .000247
ulnt.r..t I, c.loullttd .. 'ollowlI
INTBRelT . RALANCB OF TAX UNPAID X NU"IBR OF OAYS DBLINQUBNT X DAILY INTBRBlT FACTOR
MO.nv Notlcl I..ued Ift.r the t.~ beCOI., dellnqu.nt will refl.et In Intere.t allcut.tlon to 'If'een (IS) d.vt
beyond thl d.t. of thl .....lMnt, If p."..nt Is IIda .ftlr thl Intlllir..t ClHPUtltlon d.t. ,twlwn on 'hi
Hotlol, Mldttlon.l Int.rnt .ust be cllcul.tecl.
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