HomeMy WebLinkAbout97-00970
l'ETITION .'OR PIUlOATE Ilnd GRANT OF LETTERS
No. -.9?\ ~lirl- (~-r D
To:
lislale of IHI'I'II ~1. .llILIAN
,,/SO knowlI as _<,
_ Regijter of Wills for the
Deceased. County of CII III I", r I a"d in the
Soda! Sec'lm,>, No. I H2-ll-f,' III Commonwealth of Pcnnsylvania
The pClitiem of the undersigned rcspcctfully represents that:
Your petitioner(s), who is/arc 18 years of agc or older an the execut r I x
in Ihe last will of thc abovc deccdent, dated _' AUll'"'' 27
and codlcll(s) dated
. named
,1921-_
(Stale relevant circumstllllces, e.g, renullcillllon, death or executor, etc,)
Decendcl1t was domiciled at dcalh in CIIIIII", r laud
her last family or principal residence at....!1!.U ChathlllU Rond.
Cumberland County, I'lmllflylvnnla
(list sueel, number and rnuncipalily)
County, Pennsylvania, with
l.owe t' Allun Townsh!.E..L..
Deccndent, then 89 years of age, died _ Novcmh" r 26
aLlli.ConewlIgo "ark Drivl'. EaAt JlerJI!l1-"A
Except as follows, decedem did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetem:
Decendem at death owned property with cstimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domicileu in Pa.) Personal property in COl/my
Value of real ,-state in Pennsylvan/'a
situated as follows: 1703 eh" t ",m Road. Camp 1101. "A
9'1
,19__,
$20,000.00
$-----
$--
$ 100.000.00
WHEREFORE, petitioner(s) respectfully reqllest(s) the probate of the last will and codicll(s)
presemed herewith and the gram of lellers tefltamentarv
(lcstamenuuy; adrninimation c.l.a.; admlni51ralion d,b,n.c,l.a,)
theron.
-
.
II
u
c
u
"0-
'(i~
,,~
c
"0,2
~,~
-;;~
ll~
$ C
~
..
Iii
d'f
~ Jd lit rJ
v LISA (11 LL
194 Conewngo Park Dr.. ".0. Jlox 342
EllS! Ber] In,"A 11316
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 88
COUNTY OF CUMJlERLAND
The petitioner(s) ~bove.named swear(s) or ~ffirm(s) that the statements in the foregoing petition lire
true ~nd cor reel to the best of the knowledge ~nd belief of petilioner(s) and th~t ~s personal represen-
lative(s) of th~ abol'e decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirm~Hand, ,Sllbsc.ribedi. j~I,Z lit /( t'l
be.f.Dle.mtlhis .,-_dayof I.ISA II'LL ~.
..~tCtMHl.R I' LL(\ I~ .gz. ~
," . .J.I~ .,' Ill'. /I;,)))/L(t.iA Il,r-.-- ~
i ." ReglslCfl -- (./-- ~
011'{-i~
~~ --
rill<. I~ 1'1 u'ldl~ dl;][ tilt' nlllllll1,lilllli hl'li' ~',h'l'l\i., (Plll'ld\
l,lJl,1i l,tq'.I',\l.lI, l'hl' 1111/,,1l1.iI ll'lldii,l!t' will Ill' hllW.l!!kd!\l
;(lllll'd Ill'll! ill ,oj ;i<,llld)
lill' ~d,ll' \'ILill,',I' "id I
l'lldll,lli It! dc.lib llu!\' lilcd
HII' 1111 pl'II1I1lll'lll lllll\!'"
\\'ilh lilt' .h
WARNING: It Is 1110\10110 dupllc:ato 11119 copy by "hOlel;;',,1 or pliolQU'oph,
4C88']6C
\"i'~' ~\,,\i\' 01'''i~~/-,<~;_,
-/~" ""'r;"'-
';.' ~li" --_~,/._\,
!Ii~' ~.;.\
". '..;.\\
li(..,~: .,(! ' S~!)
\ .. , ., . II
d -- -,--- -~I/
'\1'.), ,<.;",:
",':9. .".."
"'}!MfNI ~\ ~;""".
"f.(jt'{I!I!!t!!!!j!-:
. .,-,j
t2M''t!..o/ 'X,,),J,-IAVi1.1l..
I fH,d Hq~I"(!.I1
h.(' lill lid" '1.'11111';111. ~,I,il{)
DEe 0 5 1007
Nil
\hll
tH~WR....'lIII'
OOMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF IIEAl.T'" VITAL RECORDS
CERTIFICATE OF DEATH
tw.!tOflllCIOUHI'V..MiJ.,lutl -~---~_._--~~_...-..~-.------ U~ ~'[bc~:w~U'ilIiY;;iitiii~' - -~---- TMIIlOf OiAiH11,\Inh 0., Ye"1 ~
I ~ulh M. ~.Jll!J-A.!l_____ _.__~_. __.___.--.----+_ ~ ._..__~___~~ L.Y~'--!!b!\~' _ tn ~.__.:_:.-,:J.:)__-==--_6~~y Diuv(JnJ~9..I 26,~D_:!J.___
h"'~ll"IIorll""1l t-...!!1I1~IIL!l~1!;l'uu~r tIAlf()f~llIlll ] ft1Illflf'I...,lIU'.... PIAr.l()ff'lAlIl(h"."~t'. u~..Io~It..It'","'I"'t"ltl
J.b",i;! n..jl IluIn---r""oJlI ("d/1ll'I~UII ~.(."'f<JI"'II"("'.tI.1 tii~I'II;iJ-~-. ----_~-_-~n--IOil~--~----
09 I: !o'dilVi~1H 'J'~lll. 1~.ur4{ I fllJWp'!I"" ('J (OArl :t:~~0 1"01411'0I [Bl ::"1)10
. ,," I .Md I H I ~U!l ,l'!\ to.
1:((.,I'(Of f1fAllI - --.. -<...- -- ---CIn!-&u'"i<<ilW IJf r;iAiil~Jf~CI'llfiW,tf IH"'AW"I~.tI-;':" -.-,~~';;IMI '''1';;''';;1 ]WAiWl Ellett! Uffill/,lliCo/l-;QiNi" --lAAr.-;;;,;~,~.:;v;1,;t;w--
'~'I6.J Vot l. I w,ll ....."I1!.<Ao... 1..."11))
'" Ad,UIlS I~ ~;(Hi\ Ut t II II ,.' 1 ')lJ ('(Jlll '\Vdqo I'd I k i lJ I \'t' .~~"" 1"",,,1.. II".., II~ 10 Wh i I (\
~ _ (JlCfDlIII'~~~";ll"'A"irtl-=___[::=-~!!'!~"7i:~";j..-;'rA!~rIIV-_=--1-W"t~lltCEl;;:;iifVtK1rIJ - - tii"fiiuflSm-lAtI("f~ - -\-. I,~KI(~i...~'AlUil.Mo""jJ~- - "$o.~~"'ilO5",jj5t-----
(1lI,......,_~..~~""'1I us A~l,IUl'("I.LE~, -fliI L'f.!':!J\'!~:t~!lr'.!!<'.J:loLlj ,~- "If "'I~""<lo:r~ lltl't1l..\to1....oiof!1...."'1
o..O(IIiI'lI......nol.........W'Jl vue) u" [p,] ,......~~ Iii" 'I II ''''~~'I ".<oJI ,,""
1t,(',n,hl{l1 llIiCdfu\('IIa. 11 II H 14 ~~ld'll'/tId it
flEtEII€Nl"lMIlf;<):Wiiii:U~-I~III"""'Q'I..~--]~E"i"EIifii\S~-~- -.. -P/\------ - ---- ~ - -~171 -~-n------l\-- - .All-'-------~-~..~--..--..---'
~li~r::.~~ 1/..5111* ___ __._____~__. 1M IIe!l l'......"..'~t",'n __~I.:........_..:..._~:!~,________r._p
1"/03 C'hdllwn\ HOllel ~S:,~'~":i~;'-'I ~~,~~
~~tTJyJ+.~2~~';:~L-=:~-~~=-----~:~~.-- ~~-"'~ ~~'~~~~~~j'j ~~;~~~~~~:~;t;!~:~:.~~;~~..:-~= -.=:_-_~:::~~7.,---::~:~
IGIHrll. LISel C, H()bl~oll. . . _ loll>l',O, !lux lll!1 I'~d:'i\ I\ulllll, l'^ 1'/ ilt,
Mil~'oslilctl.:_---O~-----~.-.- i,j,-r'E-0,6iS;;ojiil(~1 - - - - f'iiGi!'JfDI~f";5;ilf.t"'-'U.:t~It"''''~(;'''I;;' - J. loc~i1.~-c-;;n;';'"'ilI.i~G-~-----
....W "'~.,,.. ..~._"" [) '"""'" "., ..~,..."
11<>oA14.",Dw..j~1t1 -. LI . .
It.. ----~~-.------_...--- lib Novemtwl 20, lq'J/ II" Hull11)(j (l/('('1I M~'morl<tl Ihi Lowel Allen '1'H[I., l'A
~_.~Mi lI.aON'",ij;jffiM(~:iil-' -Fii,i;t~'Ml~/I'~-_.. '-~~,J'~~,Z';i'l.w;u'ib[}f,:;c.lli'Y-Piir1: IOllloi:e-Vunei7"dl lIofl\(~, fi)(:~
n.. ~I t'[J OlOhl)4 J. u~ IJO.l lhidqB flt,--P,O. llox 431, New ClIlH!Wrli1l1d,
~~::.-;d~.~:r~",," ~~;~::"~::-'1e~K{j";"''"5')f:T- --- .... ---.. ~:~".'m~~:;]~01:::tJh /' J1I,T-
-....-..-- - -- - --- ~~";'tl~ ~) ;':-A~1" ,""ir(I':~ '~J' (;' \'11' (i-i--~ . :""'. ",''''i''''~~1'J~,;;;o;J..,-~ t6I L.___~
,,. 'Mtl - f.-...'H...M....,~';~~...;;:t;~,,;.;~~-;;;h- o:.~ill/l; ;,;;;;;... ~,W; ;...-;,. ,,,,,.;-... ...;;...;;:;t~ ~1I1~,~' --- ~ -,~i.;-~ ---,;;T'i-. 0tI>tI "iR~"'I<nl\J~~;;::j,..-~lcoiIO"'~-
1I.. '",....1..... 0Il..,"1."" W....II_4t~ roI......"""'lN.....""'I"'''H"III/1...,,"'''~/I11
. _\.. I "'"I.'~J..II,
___ t}f<_t}'i,tf'\,--c;AL~CjJL--.___.-h __.__~___.L__..
fJ,'iO'Il)tl.AHf('~"'<~'u.;~ uti I
,
\~~:--:~:;;;.:;~~;~::~-~~:~~~~~~_-=_...~_ ~~~~~~.'.--. ..~~-~t------= ----....------.-..----
WM/oN""'1I0Pa~JWliii;:~iiOP5<<"i1~i..~i-;-'J!:Wiiiil,fi)i<MiI--.-.-~- -.-----~. oMf. or W'I/!Y Ilt.tt IJr III,ltJlIl' ~IJl..R'l' ATWORii-[,I!;(lAI~IkW;lHiURtOCC:iiiiiltll"--~.- - ---
PIII'OlIMUJI ~YMAAt~ 1'tl.IOII 10 1"",1, 1/4, H4l!
COJM>lfllOl. (ll ~""',~l 111...1 [i{J !~"-l."" [ '1
Off/lJlllfJ v..(] ~ (]
1<.,,11" [-I I't""'''' '''~II',,",,'''' [J -
[J lJ id' lOll M 11)0; 1M
VItD ,., 00 yu[j to, ~ ~,.... _ C"';dlYJlt.ol....iIj"l!""1 PIACEOf~jjiiiil:;,-to_;-,;;;;;_~;_;;-.;,k.j;,I:...-- ...--~IC;;Mi<iiI$l'Ui"(.;;ii;"i~---- ,_.~4_~"
Wll'''''', l!lJ><l"'lf
I'" 111I It in. 10l
-~'he<;kQl,iYC;;;;I~-----~- - ---------. ~-----. ~- -- .~._--_._-, --~l;i(~~i;:~lilT(iTl/fK-?"iT'7~---rJ- ------
'CeHTlf'l'I!<lO Plj'f5ICI-." (PIJ\'~lIn "flil,II'Q ~.,,,. "t ,lull. "l,ftn ~ll(lUI~1 ptl.~I';'4n h.. pl</lUH,n.;..t Ilulh .",) cullllllele<llt.IH11)}) LJ Ill> J/'... 1'(,""""-
Tolh.b..'ofm~ltnowl.dV'. '1IhOo:Cll".ddll'\OI~.t.lU"I'lllldunn""'llt'Q li'UNir.mz;-.-n-- --.---- Ljf l'mJ/-'-li;i;.,~o.;IW'-' ---"'-~
'PRONOUNCING IINO CtiAlIf'1'!HO Ptl'l'8lOtllH 11'11,~1~(~1I111~1i p/llnO(fnc'''Q de~lh 'Nl ,.M,h'Q b, ce."" of dulh~ ~ /1 ( J 21 'I ( I I (I' I
'Dlt"b..'ofll'l~ltntlW1.d8..d'lthOo:CUH'd'IIII.Um'.ll."..n"pllc.,.n.11I1l.t"'h'~IIl'''lllndmIlI1111''tU~ tAl l~~ ___....:~-.!...!_L_ ____ !.~_ _~ML ~L-..__
~w,iI;. .lI;{I~llntH~5 of Pt. "SI~l'M~lC'''''''lUEllc...'j!tTf Dun.
'MEDICAl EXA"'INEflICOflONEM 1~..nllll,pt..I'l\t~ .. f' j \'
onth. bUll ofUI!'Illnltlon .ndJolln~..t181Itlm, hI mw l1f'lnhlll, d..tll o;;~Ull.d II UI.11Int, I1lt.. 1M pllCI,IIId l1uIl1I 1111 ~'uU1'iI.nl1 11/ .'1 . li\fl1 - , .)
...,........... IJ !c____.. L1;,t 6'(1'L'~'iA,--L!}L0_____u_..
_ _ ~ _ 1,~.'~lt::~:_ ~.j_,~. l_:!.?_,.?__. _.....,. ___.-____.
_~~~_____._.______~_"____~_,._o_.
ITEM Illl Should any person entitled to a share of my
estate under ITEM II of this my Last will be a minor at the
time of distribution to him or her, I devise and bequeath the
share of such minor to my Executrix, IN SEPARATE TRUST, to
hold, manage, invest, and reinvest the shares so received, and
the accumulation of income thereon, and to use and apply the
income thereon, and to use and apply the income or principal,
or so much thereof as, in Trustee's discretion, may be neces-
sary or appropriate for the minor's support and education
(including college education, both graduate and undergraduate)
without regard to his or her parent's ability to provide for
such support and education, or to make payment for these
purposes, without further responsibility, to the minor or to
the minor's parent or to any person taking care of the minor.
Any principal or income not so applied, nhall be distributed to
such minor absolutely when he or she attains the age of twenty-
one (21) years. If the minor dies before attaining age twenty-
one (21), the trust shall terminate and such shares shall be
distributed to my issue, per stirpes, living on the thirty-
first day following my death.
-2-
ITEM IV: Should I not be survived by issue, I devise and
bequeath all of my estate of every nature and wherever situate
to the GRACE EVANGELICAL LUTHERAN CHURCH of Camp Hill, pennsyl.
vania, or its successors.
ITEM VI I appoint my Executrix and her successorS guard~
ian of any property which passet; , either under thls will or
otherwise, to a minor and with respect to which I am authorized
to appoint a guardian and have not otherwise specifically done
90, provided that this appointment of a guardian shall not
supersede the right of any fiduciary in its discretion to
distribute a share where possible to the minor. or to another
for the minor's benefit. Such guardian shall have the power to
use principal as well as income from time to time for. the
minor's support and education (including college eduoation,
both graduate and undergraduate) without regard to hi.s or her
parent's ability to provide for such support and eduoationr or
to make payment for these purposes, without further responsi-
bility, to the minor or to the minor'e parent or to any person
taking care of the minor.
ITEM VI: I direct that all taxes that may be assessed in
consequenoe of my death, of whatever nature and by whatever
-3-
~ j, ; ~ .
! ~'
E-<
Z
~ ~ ~
Ul
r.:I
E-< 13
~ r., ~ ~
~ ~
0 . ~ ~ ~
~ 2 E ~ m ~
..:i is
..:i (Jj pi I
H
~ ,p 'oil
r>: ' ~ 0
J E-< ~ o z -
~ iii 0: It
~ ~ 0 m
~ ~ ~
[ < ~
. ~
I
_'I
I';
.
.
.-
,r
S'I'ON~' .
. 1(,' S,'~)Ng
ATfOIlNE.Yfi M L
11 ,AW
. .\ PHIDOF: 'HI
('II - ~ lEI;: l'
MlIl'lUI,ANII.
.'
). I '1 .
I')
'.
c/
!L>
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RE;I'!JOO~x.(lg~l .t~t.
COMMO"~SYLVAN'A
OEPARTMENT Of f,fVINU,
DEPT 2A0601
HARRISB RG PA 17 .0601 _
DEer-O(NT!'; NMlf (lA~', fiRST ^N[JMID[)LF.IM1IAI.III~il a blll'i~ t.HG<:~ tIl ~&p.yato wOld,
~~I~
ill g
X ..
U ..
i
i!l
i
u
FILE NUMBER )../ '7 '1. q 1 (J
cim1 9'9.,.4).1 71.", ,
!E
w
o
w
()
w
o
rL u -\ \--, '/V\
DATfOfllEAHI
DAlfOF lllRTtl
u\,o.."
SOCIAL Sf:CURIIYNUWiER
03/0'61\'1 Q'i?
~THIS RETURN MUST DE FILED IN DUPLICATE WITH THE-
_' REGISTER OF WILLS
.------
1, Originitl Rolllfll [\ 2. Supplement,11 Return 0 3. Remainder Rolum (date 01 cleathpllOf to 12.\).82)
4. Limited E!ltalo 0 4a, FuMO Intomsl Compromiso ((j,'\lIlQ!deatheltnt \'},12.ft2) [J 5. FEldera! Eslate Tax Return Required
[J 6. Docodent Died Testato (A"~Mr.opytlfWIII) [J 7. Decedent Maintained a Living Trust{^",V.llcOPvofTlu~l) .- 8. Total Nl1mberof Sale DeposilBoxes
o 9.l.ltigalion Proceeds Receil/od 010. Spousal POI/arty Credltld3leoldeillht-.1t<<l!lIn 12.)\.91In6 \.\.9~1 011, Election tota;c.under Sec. 9113(A) (Al1dchSchOl
THIS SECT'ON MUST BE COMPLETEO:AIL CORRESPONDENCE AND CONFIDENTIAL TAX 'NFORMA TlON SHOULD BE DIRECTED 'TO:-
NMH, ..' CQf,II'LflI:MAILINGAOORESS-
L.. ~tJ.. s-. ((.Q6.&O,' f}) 'IV'! ,,?/!JJ
FIR',IN#JE \lfAtlPhc~l)lqL- "~,' . -I) i)
hid.. I_Xire'/i....... I (.L
\ \ 1 J-LPI
9 -;"1
\ ~ ~ - d-. ~- "-'" \ \ D
snCIAl StclJRI1Y NU~!IlER
(If APPlICAlJl[) !,URVIVIt-jG SPOUSE'S NAJ.lt (lAST. FIRsr, A~m 1.11001.[ ItlIlIAl)
-'
{/7,/t,
S"l- '(';u,1
1. Real Eslala (Schodula A)
(I)
(2)
1~,II().OD
2. Sloc~' and Bonds (Schedule B)
z
o
3
:;)
l::
~
0(
()
w
a:
3 Closely Held Corporalion,Partno"'hlp or Sole.Propnelo"'hlp
4 Mortgages & Nolos Rocelvable (Schedule D)
5, Cash, Bank Doposlts & Miscellaneous Personal Property
(Schedule EI
6, Jolnlly OWned Property (Schedule FI
7, Inter.Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G or L)
6 Total Groll Amts (Iolal Lines H)
(3)
(4)
(5)
(6)
(71
.-
-
r
Ird..\O.Ol.)
-.
<13 I 3 <;i'o 6 0
9. Funeral Ell.penS<33 & Adminislralive CoS!~ (Schedule H)
(9)
(10)
(8)
q,9~3.c>()
\8 S'9.3Lj
(II)
1/,'1S \;;).3<-L
~ I ,s. (0'-'. I..o(p
10. Debts 01 Decedenl, Mortgage lIabllillos, & liens (Schedule I)
11. Total Deductions (Iotal Lines 9 & 101
12 Net Value 01 E.tate (line 8 minus line 111
13. Charitable and Governmental 8equeslsJSec 9113 Tnlsts for which an election 10 lax has n91 been
made (Schedule J)
(12)
(13)
--.
~
~g
I"Q.
:I
o
u
14 Net Value Subject to Tax (line 12 minus line 13)
15 Amoun! 01 line 14 taxable
at the spousal tax rate I I ..--
See Instructions on reverse side for applicable percenl~~e
16,AmounlollineI41...ble (') I c: /. 7 / I..
at6%rate 11 t;J lif . U lP
17. Amount 01 line 14 ta;c.able
at 15% rate
(14)
~ I ,S 1.0 l ,_\..,;, (p_
x ,0
(15)
II,~ 14.(')5'
x .06
(16)
(171
(IBI
,
-q-: r-q 'I . () r
15
---..
-
18. Te. Due
19.
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under penalties of perlury, I declamlhlll \ have e~amined this relurn, Including occompanying SChedulllS and slalllmonts, Md to Il1e N1sl 01 my know100g1lOnd llOiio!, it is l(uo, c~! COInploto Oeclalaiion 01 prep.1ler olher
"lanlhooolson81reD'esenlati~elcbased~atjOn~feD3fe(hasan~know!PIe . - -.----~~~
SIGNA RE Of PERSON RE glBLEFOR FlUNG RETURN ADDRESS, '(.' f2 DATE f
, . _1)~__J!L-.pO y ~~111__L'rio( l!J..:dl.M- C',- L73/ tJ> o? - ,) rf 1__
ATURE OF PRE PAR R OTHER THAN REPRESENTATIVE ADDRESS DATE
Decedent's Complete Address:
l::":i-~lj~~:-~:~=.~~-;:;'~~l~ ~
,._-1 lL'L__... _,___L...-1_.1.
Tax Payments and Credits:
I. Tax Duo (pago , Un" 1~1
2 GrodllslPaymants
A, Spousal Po,My Crudit .............._.__.__
8 Prior Paymants
G,Dlscounl
(1)~
Tolal Gradlls (A + 8 + C) (2)
3. InleresVPenally if applicahla
D,lnteres'
E. Penally
5
TOlallnteresVPenalty ( 0 + E) (3)
II line 215 greator than Iino 1 ,.Iine 3, antar 'he dlfferenca. This Is tho OVERPAYMENT,
Check box on Pig. 1 Line 19 10 request a refund (4)
II line 1 + line 3isgreaterlhanline2, an'er'hod,flerence This is thaTAX DUE, (5) ~. D'8
A, Enler the inlerest on the lex due. (5A)
B, Enler the tolal of Line 5 + 5A This Is the BALANCE DUE. (58) ~~_
I Make Check parable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedant mAke a transfer and:
a, retain the u~e or Innome of the property transferred; ""'"'''''' " """"""""""""""
b, retain the right to d8~ignAte who shall use the property transferredjlr It$ income; '"
c, retain a rever~lonRry Interest; or """"'"'''''' """". . . .""" , .. """ ".""""
d, receive the proml88 for life of either payments, benefits or care? '"
2. If death occurred on or hefore December 12, 1982, did decedent within two years
preceding death trAnsfer property without receiving adequate conslderallon? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate con~ldaration? '"'''''' ",,"""""""" 0
3, Did decedent own an "In tru~t for" or payable upon death bank account or securily
at hl~ or her death? .."""""",,,.,,.,,,,,,,,,,., "."."""" " """"." ",0
4, Did decedent own an individual retirement account. annuity, or other non. probate ~roperty?"" 0
Yes
,,0
,0
.............0
o
No
~
[8
[fJ
4,
.........
rE
[[]
[t]
IF THE ANSWER 1'0 ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPl.ETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P,S. ~9116 (a) (1,1) (I) provided for the reduction of the tax rate Imposed on the net value oltransfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or aftar Ju'y 1, "994 and befora January 1, 1995,
72 P,S, ~9116 (a) (1,1) (II) provided for the reduction of the rate Imposed on the net va'ue of transfers to or for the use of the surviVing
spouse from 3% to 0% for dates of daath on or after January 1, 1995. The statute does not exenm! a transfer to a surviving spouse
from tax, and the statutory requirements for disclosure of assets and filing a tax return are stili applicable even If the surviving spouso
Is the only beneficiary.
FOR DATES OF DEATH otj OR AFTeR JANUARY 1, 1995. Please answer the follOWing question by placing an "x" In the
appropriate apace,
Old the decedent oreate a truat 01 11m liar arrangement which Is sotoly for the surviving spouae's benefit for his or her entire
lifetime? Yes 0 No ~
If you answered yes to the above question, the tax on the trust or similar arrangement Is postponed until the death of the second
spouse, at which time it will be fully taxablo at the rate(s) applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J, Part II, In order to remove It from the calculation of the tax due In this estate, You may wish to file Schedule 0 in order to
make the election available under Section 9113. If the election Is made, the trusl or ~Imilar arrangement Is taxed In the estate of Ihe
first decedent spouse, the portion of the trusl or similar arrangement which benefits the surviving spouse Is taxed at the zero lax rate,
and the remainder is taxed at the rate(s) applicable to the remainder beneficlary(les). II you choose to make the election. you must
attach Schedule 0 to a tlmely.filed tax return, alon9 with Schedule(s) K and/or M In order to show the apportionment of the trust or
similar arrangement between the surv'vlng spouse and the remainder baneficlary(les),
IS' In--;'~
OOMMONWIALTH OF PENNSVLVANIA
DIPARTMENT OF REVENUE
BUReAU Of INDIVIDUA~ TAME~
IHHt::RI1AHCr. IAIt OIVISIOH
Of Pl. 1I0ftOl
ttAHAISllHIO, I'A Hila-OMI
( ,
NDTICE Df INHEMITANCE TAM
APP~AISEHENT, Al\.DWANCf. D~ DISA~~DWAHCE
Df DEDUCTIDHS AND ASSESSHENT of TA~
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMIIR
COUNT V
AON
\:~_::: A~iu.n~Ro~tt:t:~:_=:':::_j
MAKE OHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ._LONG THIS LIN! ~ RETAIN LOWER PORUON FOR VDUR RECORDS ~
if!v: is41- EX - Aj:p - (09: 9,Y"Nci'fi or .6f YNHEii if ANCE - TAX - AP PilA i siiH!N'r.-. At i:liiiANCE - 'OR - - -. - -....... - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSM!NT OF TAX
RUTH M FIL! NO. 21 97-0970 ACN 101
LISA C ROBISON
PO BOX 342
EAST BERLIN
PA 17316
ESTATE OF
JULIAN
TAM RETURN WASI (
I ACCEPTED AS fI~ED
RESERVATION CDNOERNING FUTURE INTEREST . SE! REVERSE
APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN
1. R..l Eat.t. (Schadule A)
2. stock. and Bondi {Sohedule Bl
:s. tlo..hI Held stock/Par-tnarship Inter.at (Schadule C)
4. Mortgag.a/Notas Receivable (Schedule OJ
S. Calh/Bank Deposits/Hisc. Parsonal Property (Schadule E)
6. Jointly Owned Proporty IS<hodulo f)
1. Transfars (Schedule G)
8. Total A...ts
05-25-98
JULl AN
11-26-97
21 97-0970
CUMBERLAND
101
I X I CHANOED
SEE
11 )_
12'
(3)__
14)
15)
(6)_
(7)
92.170.00
.00
.00
.00
1 .21 O.....QQ..
.00
,DO
(8)
(9)
(10)
APPROVED DEDUCTIONS AND EXEMPTIONS I
,. Fun.ral E~p.nl../Ad~. COlts/Hlle. Expenla. (Schedull Hl
10. Dobt./Hortgogo ~lobllltlo./~lon. IS<hedulo I)
11. Total Deductions
12. Nat Value of Tax Return
15. Char1tabla/Govlrrl"'antal Bequ..t.; Hon-allcted 'U3 Truth (Schedull J)
14. Hat Value of Eatat. Subject to Tax
7,953.00
1.859.34
I1Il
112)
113)
114)
If an assassmant was illuad praviouslY. linas 14, 15 and/or 16. 17 and 18 will
raflact figures that includa tha total of ~ raturnB aSGassad to data.
ASSESSMENT OF TAX:
1&. AMount of Line 14 at Spout.l rat. (15)
16. AMount of Line 14 taxable at Lina.l/Cl... A rat. (16)
11. Anount of line 14 taxable at Collateral/Cl... Brat. (11)
18. Principal Tax DUI
TAX CREDITS:
PAYHENT
DATE
03-12"98
NOTE I
----~"._---------
RECEIPT
NUHBE~
----AA269841
DISCOUNT I')
INTEREST/PEN PAID C" I
.00
PAVMENT MUST BE MADE BV 08-27-98*.
.00 M .00.
83,567.66 K .06.
.00 M .15.
118)
AHOUHT PAID
4.894.08
--~-_._-
TOTAL TAX CREDIT
----.
BALANCE OF TAX DUE
INTEREST AND PEN.
------.--
TOTAL DUE
*
UY.IH,,,"'IIHII
RUTH
M
DATE
ATlACHED
05-25-98
NOTICE
HOTEl To inourm proper
credit to your Iccount,
subMit thl upper portion
of this for," with your
tll< pay",.nt,
93,380.00
C).At? 3.4
83,561.66
.00
83,567.66
.00
5,014.08
,00
5,014.08
4,894.08
120.00
.00
120.00
~-------------- ----
. If PAID AfTE~ DATE INDICATED, SEE REVERSE
fDR CALCU~ATION Df ADDITIONA~ INTEMEST.
If TOTA~ DUE IS ~ESS THAN .1. NO PAYHENT IS ~EQUIRED.
If TOTA~ DUE IS REflECTED AS A "CREDn" ICR). YOU HAY BE DUE
A ~EfUND. SEE REVERSE SIDE Of THIS fDRH fO~ INSTRIlCTIONS.)
RESERVAl10NI Eltatl' of dlcld.nU dying on' or blfore Dtc'lIIber H, 1982 -.. If tny future Int.rut In the ..tat. 11 ttanlfltted
in po...uion ot .njoYII.nt to Ch;1I a (c:011at.r.1) bln.Uolari.. of thl dlc.dent "ft.r the Il(pltatlon of any estate for
life or for y."r., thl COllllllon~la1th her.by .ll:pr...h r..erv.. thl right tlJ appr.i.. and ...... tranlflr InhlrltanClt TaMI'
at the h~fui Chi.. a (colhhralJ ratll on any ,ueh future Inter"lt.
PUIlPOSE OF
NOTICE I
PAVttENTI
REfUND (CRI I
OBJECTIONS:
AIlIUN
IITRATlVE
CORRECTtOHSI
DISCOUNT I
PENAL TV I
INTEREST I
To fulfill the requlrellenh of Sletion 1140 0; the Inheritance and E.tate TalC Act, Act 21 of 1995. (72 P.S.
S'Cltlon 9140),
D.tach thl top portion of this Notice end '~lb.U with your paYlllmt to thl R.glster of Willi prlntld on the revlr.. .Ide.
--""k. c:hlck or MonMY order pt\Yftbh to: REGISTER OF HILLS, AGENT
A r.fund of II taM crldlt, whlClh wn not requnted on the TftIC Return, 11I11'1 be requuted bY ClolIPhttng Bn "Application
for Rlfund of Pennsylvllnla Inh,dtanc8 and Ettllte Tall:" (REV-UUl. Appl1clItlons are availab18 at the offlo.
of thll R.ghter of Will., any of thl U R.venuI Ohtrlct Offloes, or by call1lllJ the ,pllch1 24-hour
an,wII'lng nrvlc. nu.bar. for for... ordering: In Pllnnsylvanln 1-800-16('-20S0, outside "ennsylvanla and
withln local thlrd.burg aria (71'1) 781-8094, mOl (717) 772-125l Olollrlng lRfllllrert OnlY),
Any party in Intltut not tathU.d with the appral....nt, Qllownnclo or dl.allowanc. of dlductlon., or n.......nt
of taM (inoludtnt discount or Intere.t) a, shown on thl. Notice MU.t Object within .Ixty (601 dayl of rloelpt of
thlt Not Ie. by:
"writhn proh,t to the PA Oepart..a"t of R.vanuI, Boerd of APPIIIII., Oept. 281021, tlarrlsb\.rg, P' 11128-10Z1, OR
~-Il.otlon to have the ~.tt.r d.tereln.d at eudit of the aocount of the per.onel r.pres.ntatlve, OR
Happeal to the Orph,IOs' Court.
faotual .rror. dilcovered on this a.......nt ,hould b. addr....d In writing tal P. D.part.lnt of R.vlnu.,
IUrllU of Individual Tall:" , ATTN: POlt ,....lllIlnt MIlIl.w Unit, nept. 260601, 'larrhburg, PA 17128"0601
Phon' (17) 781-6505. S.. pl(le S of the bockl.t "Instruotions for InherltltnU Tal( Return for a Rellld.nl
D.c.d.nt" (REV-IS01) for en 'MPlanatlon of adllllnl.tretlv.1Y ~orrllctable Irror..
If any teM due la paid within thr.. (5) cal.ndar eonths .ftar thl dacldent', death, a flvl p.rcent (5%) dl'C1qunt of
th. tall: paid It lIllow.d.
Tha 1SX taK e.n..ty non~partlclpatlon p.nelty I. coaput.d on the total of th. talC and IlIter.,t a...s..d, and not
paid beforl January 18, 1~96, thl flr.t day aftar the .nd of the tax ..nllsh periOd. Thh non~pllrt1C1lpat1on
p.nalty I. apPllllable In thl aa.. ..nner and In thl the .all' till. period.. you would appeal the taM and tntarllt
that ha. b..n aUlued at Indicated on thls noUce,
Ii"tar..t It charged begtnnlng with first day of delinquency, or ntn. 191 1I0nths and 0"1 (1) day frol the date of
d'lth, to thu data of pay.."t. T.M'~ which b.c... d.llnquent beforl January 1, 1982 b..r lntlr..t at th. rate of
six 161.) perclnt p.r annu. calculat.d et edally rate of ,000164. All teIC.' which bllcall. d.llnqulnt on and aftar
J.nuary 1, 1982101111 blar lnter..t at a rat. which will loIlIry fro. r.alimdar year to oalendar y.ar with that rata
announced by thl PA Depart~lnt of R.v.nue. The appllcabl' Interl.t rat.. for 1987. through 1998 arll
t!!t lnt.rut Rel,e Dallv Int.r..t Factor Y.!!!r Intnrnt Rate DailY Intlr..t FftCtor
--
1982 201. .000548 1981 9:1. .000241
1983 16% .000418 1988-1991 111. .000:501
1914 111. ,000501 19CJZ 9% .000241
1915 Il% .000556 19iU-1994 7f. ,000192
19!6 101. .000Z74 1995-1998 9:1. .000241
--In\lr..t l. calculat.d .. folloWII
INTEREST = BALANCE OF TAX UNPAIO X NU"BER OF OAYS DEl.1NQUENT X OAILY INTEREST FACTOR
.-Any NotlCI tuuld .ftllr thl t18M b.eo... d.llnqulnt will rlfl_ct an lnter..t calculation to flft.en (15) day.
b.yond th. dati uf the ........nt. If PIY~.nt I. '''Idl lifter th. Internt co.put.UOI, data.hown on th_
Notice, additional intlr..t IN.t be C1alcul.ttld.
$ t~
';)0.;
'\3 (i
&l ...- )
~.... ~ ,0
..-..
,_n_ ,ii. ~
tJ ""
-:\.; 3~~ ~ ~~l
:~
('1 w
lo... '"'51 "
@&' ~ ~a
a:.
..
r-
.UIEAU OF INDIVIDUAL TAXES
INHERITANCE TAk DIVISION
DEP1, ZI0601
HARMlSIURQ, PA 1712'~0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
('..
*
gfJ.-I7--IR
JII~."t1U ,,, (lI.m
LISA C ROBISON
PO BOX 34Z
EAST BERLIN
PA 17316
DATE 08-17-1998
ESTATE OF JULIAN RUTH M
DATE OF DEATH 11-Z6-1997
FILE NUMBER 21 97-0970
CDUNTV CUMBERLAND
ACN 101
E -. _~~~:~~~~tod. \
MAKE CHECK PAVABLE AND REMIT PAVMENT TDI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MOTE. To in.uro propor crodlt to your Icaaunt, 'UbMlt tho "ppor portion at thl. torM 11th your to. pOYMlnt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: iiiiif-iif-AFP-iiii=9'ri------iiia. -iilHER ii'ANci-fAx. STATEMENt- 'OF-ACCOUiiT - - .liii-- - ------------ -- -..-
ESTATE OF JULIAN RUTH M FILE NO. 21 97-0970 ACN 101 DATE 08-17-1998
THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IH THE H"HED ESTATE. sHOWN BELOW
IS A SUHHAIV OF THE PIIHCIPAL TAX DUE, APPLICATION Of ALL pAVMENTS, THE CURRENT BALAHCE, AMD, If APPLICABLE,
A pROJECTED INTeREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD AD,JUSTMENT, 05-18-1996
PRINCIPAL TAX DUE, 5,014.08
PAYMENTS <TAX CREDITS),
AMOUNT PAID
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
4,894.08
lZ0.00
PAYMENT
DATE
03-1Z-1998
07-02-1998
RECEIPT
NUMBER
AAZ69841
AA296382
G/
'<I
. .
II"
\.{)
"'-I'
l,('J
,>?
"
U '~l'
{lJQ:
<.
.-i
''-. -.
"1 ~
~_ .:.J
0c.:;
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
5,014.08
.00
,00
.00
. IF pAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION DF ADDITIONAL IHTEREST.
( IF TOTAL DUE IS LESS THAH '1,
HO PAVHEHT IS REQUIRED.
L
TOTAL DUE
IF TOTAL DUE IS REFLECTED AS A "CftEDIT" (CR),
YDU HAY DE DUE A REFUND. SEE IEVERSE SIDE OF THIS FORM FDI INSTRUCTIONS. J
PA'IIIlNTI
Det~ thI top portion of t~h Hot1CIII Ind .ubIllt with ~our ply...nt ode PIVllbl, tb tht "aM iMld IIddr'"
printed on ttM rever" .id..
If RESIDENT DECEDENT "I chtck or .oneY order payabh tot REGISTER OF WILLS_ AGENT.
If MDN~RES]Df"' Df.CEDENT elk_ check C'lf .orMY arat pl'll/tble tOI COHHONWEAL TH Of PEf*4SVLVANIA.
REFUND (CA)1 A r.fund of ~ tlk credit, which WI' not rlque.ted on t~ 'aM Return, lay b. requestld by co~l.tlng ~
"AppllclUoo for Refund of Penn.lIlvlnl, IntMrltancl .....d E,tote 18)(" (REV-nUl, Application. ate ,"IUable .t
ttM OfficI of thl R.ghtlr of IUU., MY of the 2! RIIyenuI ohtrlot OfficI' Of 'rOll the o.plrtlMlt" Zit-hoUr
~.~rlng .ervlcl ~.r' for for" orderlngl tn penn.vlvant. 1-.00~J62-l0S0, out.ld. P.nn,vlvanl,
end within locll Hlrtl.burg ar.. (717) 787-8094, TUOI (117) 772-2252 (~.rloa t.pllted only),
REPLV TOI
uu..Uon' r.gardhlll error, conblnad on this notlca should b6l addr....d tOI flA n.part..nt of R.vanl...., lureau
of Individual laIC", AllN: Post A.....lMlnt Review Unit. D.pt. Z80601, Uarrhburll. PA 1712&~0601, phone
(717) 781~650S.
OlSCOOIIT:
If any tal( dUll h paid .dthln thrae (5) oalandar .onths aftar thtl deced.nt's dnth, . fiv. paraant (5iO dhaount
of the tal( p.id 11 allowed.
PENAL TV I
TM 15X tal( lIlIM'ty non-parUclpaUon paria1ty II aoaputed on tha tobl of the telC and Interallt ......Id, and not
paid befora -'-nUary 18, 1996, the flr.t day .ftlr the and of thl talC ..n..ty period.
INTEREST I
Intar.st 1. charg.d baginnlnll with fir.t da~ of dellnquancy~ or nln. (9) .onth' and one (1) day ~rOl the data of
death, to>> the date of pay..nt. la)(.. which bacH' dallnquant bafon January 1, 1982 bear intara.t at the rite of
sbe f6X) Plllroent par anntJII caloulatad at a dalh rate of .OOOI6ft. All tal(e. which bac..e dallnquent on Imd afte'~
JlnUary 1, 1982 will b.ar Intara.t .t a rat. which ~Ill vary frOB calandar y.ar to val~ndar yaar with that rata
announc.d by the PA Depart..nt of R.v.nue. lhe appllcablo Intar..t rat.s for 1982 through 1998 ara'
V.ar lntarallt Rata Dalh Inter..t factor Vaar Intere.t Rat. O.lly tntara.t Factor
1982 20X .000548 1987 9% .000141
1983 16:< .000438 1988-1991 11% .oonol
191'1' 11% .000501 1992 9% .00OZ47
1985 15X .000:\56 1991-1994 11. .000l9?
1916 10Y. .DU0274 199ft-1998 OX .OOOZ47
~.Int.r..t 11 oalcul.t-' .. ft,llow.:
INTBREST D BALAHCr. or TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREIT FACTOR
."Any MoUoa h"Jad after tha talC "acOll.. dellnqu.nt ~111 reflect an ,,,ter..t calculation \(1 flft'." (5) days
bayond ,the data of the ........nt. If pay"'" 11 "Rde aftar tha ,,,tara.t coaput.tlon data IhOMn on ttM
"otlc~., additional inter..' au.t ba c.lc~ll.tad.
.
(0"'"'"1:1) .Oflll!H1V 'oose \U!uc! 8d"
fl
J1
~
~
~
t
tt }:'
g E'
4";
il ,~
u: m
~ ~
~i
"-
,"' f:!
~ ,Q
'€ P-
m "
f.!~
R~
~ ~
!lJ
P
~~
'M :.
U) "
q
~! III
~ ~
islJ
Q
E ,
,~;dl
" "
N ~l
$lh1
" ~
~ e
TI ~j
~:':
d::; ~
~,. :u ill
l' ~ Ii
.' ~, "
;6 If Q
fA ~i ~;
'~i ,i ,S
~ q> <I.'
~j b t'
jjr;1J
Rh"f(
H'~ ~:
<1,,,, 'J
:f;" >;;
r t{ ~~
,-' t)l-p
r.~ ~
~! !3 ~
.. ~ -g
,- m :fi
"
"
."
l:~
g'e
l' m
.; ~
~j '~
~
'l~
~ ~t
-, 0
<JI',l>
t ~;
'r;
'11 t:
tl'ill
:?,~
~i ~
~{i
Bi!!
[l._~
rl'li
~: til
~: tl
~t{
.,\'
l' t1
~ l:
c; ()
~ ~
n .h
[S -~J
.:' ~
\,j ~l
u~
~pdJ
M ~ ~1
~ aj-~
f' ~,
~q
Hi,g
g'~ In
~. ~
~<-' ~
tl i:!
." "
~ f! 1';
~ ,'" t, ~
... #. rtl ~,'
'~ ~; '~ <'
tj '-',~ IV
~ fi 'fu f!
il fl V, ~l
ij} 'p '~ ~'
filll <l"i'l
rlJlj ,\)
'~&j C5 ~
.:(') (,;~
~~~lfi
~ li~ ~~a
~F!_~) ~
;;!I :t,-
tL<I'tL,
'" a;."ij1
M ~: -r frl
,: [' ~) u:
d i! :t( ti
"" f' "
~ ~j ; [i]
('-i,g ftn!
;
"
"
1\
'fI I,',
fi:-:
11 ~; , 'I>
Flrst.Claaa Mall
poataga & Feea Pa'd
USPS
Permit No, G.l0
INlTfiO STATES POSTAL SERVIOE
~.
,"
H
....\.i,
,,-
f, n
g '~;
:{1...!
U c:
!!!.!1
It "n
~l:~
g -~!
2 {l ?:'
n 1I :oJ
tl.C'" tt
~ ~t M
~; ~ ~,
~ ;:j
1: ~ ~;
'1ii '. I ~~,
i\ 1j
:~ r;' ~;
, 'I' ('
~1 f, ~
ti~; <i
~: .t~ ~ <
r ~i li
,n[ ~!
ro-~j ~
'-~. J'
,ll ''1;
&i of} ,'is
Jll (f)
'I: '1i <Ii
~~,,,,,,,,,
2
"
'I" <II
P '0
fl t!
:TI 1II
1"1
iil h
f11l
?" ~
:l: '~-,
p,jr;
:g B
1l>
,0:
r,~
,,~ G1
..'"
~1 Cl
n~
~-
~ffi
~ LiJ
'Mff;
IJ ~
.~ (;>
" [l
~ fr;
{~ ai
.;".'r,
- h
"
" ffI
,-~,,--~---"~-'_._"--'-'--"----"-"-_._"--""""-"'-~-'~.-
. Print your name, address, and ZIP Code In this box ·
AnN ~ V, llLN fr-
l<E:4\~rr:.-R. of WILL
I COLtRTI.~t)u.)t w.
eNRL/0LE I PA. 1700-
.9!l:g1_D ___~._"_______..