HomeMy WebLinkAbout97-00996
I)I';TITION H>R I.IWIIATE lllld (;RANT OIi LETTERS
H~lal" 0/ Arlo cJ Ill)~' N IlIA II Nil ~I ~. en - q q ~
al.\'o kl/oll'l/ al III:
1<1"'hll'l III \I;jlh I'm Ihl.'
('<IIIIII, III C~h1b(rJ(;jnd III the
, 'III1IIlHIIIII'('ailh lit Pennlylvallia
, / )c'('t'tlS('t!.
,80da/ 81"'1/1'11)' No, I '/. - J"l, a..,;:
Till' lll'l1liol\ 01 till' UIHh,'I",igl1l'd 1\'''lwl'rftlll\' Il'11Il'....L'Oh thill:
Y{lm Pl'IiliOIlL'1 (0,,), wllp h' lilt' IH "l'ilt" 01 agr (II' ..\lhkl all I ilL' l'\Cl'ut r ,'"
illlhe 11111 will III' Ihe al"I\~I' ..I."l'I'deIlL.,dall'd.. /fHy ".~ I ~,'" !
alld clldicll(I) dalcd JV 'A (",. u( it:n ',;>I.(I;I(:i.".A1 0,j(
?Ii _(',t'I"(l. Ii.L"L\..~ 1/--,)::> 1'('1,3
.II!1ll1cd
__, IY_S{,L__
(,IHIt' fell'lillll l'il('lllll',I,llh'l'~, (' I' IL'lllllll'lilli'1I1, lkillli III ,,'\l','\lI\II, l'lr,1
IJc,"lIdl'i1ll1'as d"llIiciled ill dCillh ill C tlmber/an(1 ..
h ~ r 1t.'II. fillllil\" '" I'ri'.ll'il'illll'sidl'"""'" ,+,q,7/i, 10" til(
.JiJ/mpcUr> jWp, fI1".hll"",btlr9, r,4 /7/).""
(11,1 Qll'l'l, 11I1I1\11l'1 dilll 111llILIP,dl\\'l
('"nlltl', Pennsylvania, wllh
fPa (1(:1.-------------
IlCC'C1'l"'"' Ihl'n ~ 'f ,) \l"\'I of af'.l', died De., I;n--J ~ ernn~-_ ~ _ ..._, lYm_r:z__,
al. lol'l.5plrol /t/)~~,/~l . .---,--------,
F'\(,,'l'j1[ a... follnw..., dl'l'i..'dl'lll did 1l011\1<IlT~', wa... nut di\'or\.'l.:d and did lIot have u child horn or adopted
alh.'r l'\l.'I.'lllioll of Ill}' will ollcfl'd for IHdhulL'; wa... 1I\lllhl' vlctll\l or a killing and was never ndjudicutcd
Im'oll1l",lelll: N {/I . ~ ---------------
I ll'l'(.'11 dt.' II I al tiL'nth oWIlL'd proPl'IlY Willll,'.tillltlted \,<11111.'''' as follow,;;
(If dlllllldlcd ill I'a,) Alll't'lslll\id plllpenl'
<If not dllll\kill'd ill Pa.) l'l'l'SUIWII'l'opL'r1Y ill I'l'lln,ylvania
(IInnt dnllliL'ill.:d in Pa,) )'L'r\ollull)l'OIll'rty il\ C'lHlllly
Vallll.' ill' n.'<ll, l".dall' III Pl'lll)\yl\'ilnia
111\lall'd a, 1,,1i11\\': /'IliA
",
$ JJ5n)Qg_<!.,-=~_
$ ~--~-------_.
$_-_.. ..--~--------
$ --...--..---------.,---------.-
\\HLI<L10I<L, pelilillll"r(I) 'CSI"'l'lf\lI~1' I'Cl \lesl(,) Ihe P1'Oh.aIC of Ihe lall wili !lnd codici1(s)
pn;'iI.'lIlcd hl'l'('WIlh and thl' llranl or k'ttl'rS _, ,__ _" _ _,. - ,- -----------~--~~~-~.-.-..-~....-
. (ll'\!ilPl~'!lIM\; adllllll~!rall(l1l ~.t.a.: lIdrnillhlnlliol\ <I.b,n,c,l.lI,)
th.LTOll,
,.
'J
"
-~ -;
, -
~ ~.
~ ~
""'J ::
~-s
',;J..
~ .~:
(!rn~Cik,-, 1f~
'l{r$~/'i-U(, tf~C4d .
New tifmbcrltlncl,P4 170(J
:1.
'7
_._~,,-_.... .... ".-.~,_........._-~--
.-".-......-_._---~~----
OATil OIi I)ERSONAL REPRESENTATIVE
COl\lMONWEAl,TII 0\1 I'ENNS\'\'V ANIA
C01: NT\' (W CurnI:Yar.land
I
t H>-l
llll' pl,tiliolllT(-.) ahu\'l'-11Hllll'd\\\'l'.H(-.) or llffirll1(s) lliat Ihl' slall'lIll'llh llllhl' foregoing petition urc
!rUl' dlld l'lllln'l 10 lhl' IW\l or lllc ~~llJ\\'kd!!e ilnd helkof of pel;ti(llll.'r(-.l and lhat a" personul represen"
tall\'ehl \If (Ill.' aho\'l' dl'('I.'dl'lll pClill\lll,'r(-.) will \\'l'11 and lrlll~' allln;l1i'll'l" till' l"tall' ul.'cOI'dlng tn Il\w,
SWIIII1 In '" "lll1ll1l.d ,,"d ',"hSl'!i1.h,'d I ~ UI<<k'J1-~.-....~.,-.. i.I'l
hCI'()I'l' Ill',' 11li~ , 12Iu~j/ III ' (/.. ~.
,11!Zttll. ~bttlr:I(/i;lf!I~f)Jntl;UVJf!t! ~ .. .. - I
._ ~~ry Cj LewiS' Nt',d\(t'l' ./T; ;1 ~
/5 -:),19 -/0 '
in the presence of each other have 'hereunto subscribed our names
as witnesses,
e_ }.. ,- .")
J / 'Z ".... '
/' ;/ -:__-~--I.'i /~ /~//./I ..
~ '
a r:_:-~:4C~~A2t )
--)
,r:~
i
1!esiding
<
; '1/ ,;;fJw'-<.2- ,",idin. attf:f.L-<-'" 1" 6
I
"
,
ii'
- 3 -
"
COMHON\'lgl\LTlI OF PJ1JNNSYINl\llII\ )
) SSI
COUNTY O~' Ll\NC1\ll'rrm )
I, ~icnne ~ Hull ' testatrix, whoso name is
signod to t 0 nttac od or forulJoin~ instrumont, having bden duly
qualified according to law, do hurcby acknowlodge that I signod
and exocutod tho instrumont an my r.ast Will and Tostament; that
I signed it willingly; and that I signud it as my froo and
voluntary act for the purposos thar'Jin oxpressod.
SHORN or l\FFIRr~ED to and l\CI<NOWLEDGED buf.oro me by
Adrienne M. Hull I tostatdx , this L~1111v day
of Au~t __~----;19~Q._. --
My'oommission eKpiros~
K/\Ht.:N ~i. J:\r;ntJ"
N('lnrv f'llb\I~, I a'lcr.'::, 1.,\\i-:F!Cr CottMy
ifj CUlllHiliidvll .-.liPil';; hwo Hi, l~
(Ira, , ,I II L /); ,J:j/ /c/
\ Testatrix
,) /) ,
rC:c (, ~~ ~-- C..w~-"J'L'~
Notary Pu
COMMONWEl\LTH OF PENNSYLVl\NIA)
) SS1
COUNTY OF LANCASTER )
We, William H. Mann and Jutll rl1 ..J.j /v6"-J/,s
the wi tnes'ses, whoso namas are signed to tho attachoci' or foregoing
instrumont, baing duly qualified according to law, do dopose and
say that we ware; presunt and saw Adrienne M, Hull ' testatrix
sign and execute the; instrumont as-ner Last-wIll ancrlfustamentl
that she sign'Jd willingly and ('Kocuted it as her fro0 and voluntary
aot for tho purposes t.honlin exprGssod/ that each of us ill the hear-
ing and sight of tho testatrix signed the Will as witnesses, and
that to the best of our knowledge the tostatrix was at that time
eighta(ln (lB) or more yoarsof ago, of sound mind and under no
constraint or undue influonoo.
SWORN or AFFIRMEO to and SUBSCRIBED to before mo, by tho
witnesses, this /.:.,' 'f!, day of ___~~st _~, 1980 .
_-L:/
) ) "
,/.J /':~
// /,' '/'j.!. -'- "
'!Jitnes8
/'- /'
. X"' (~"Y<,J I L ).<
Witness,. }
'~Not~~ pu~r%r' ". fi'-r..__
My oommission expir88~
t_.... j..;W,.c:f..t It
. '" /
(~ ~'//'
t"'t. t..-(
- -'-
t<: ,'; i ~ " )
tk;'\i!'1 i'llb!I' ,I : :iI" r (;,>ui\l',
MI (,;',inil\",'~:,HI ;,;,i'l" ~ 1,'".' Il" i\lh~
\ '-
\.
.'
c\
, .('1
".J
f-,l
", ; ~
--, '~; ~J
00
, I ~
I:'
$ ~.. "
, '
~ . I
~ 'S J ~' = ~
~ i . I j J ~ ~
" ..t:; ~ ~
'~ ~ ,t:) \0
ts1 ~ <;;t'L.:-f ~ '"
'"
1ft' I l!I "
~, '"
f.U '1'
~ '""
N
~t S ~ 1
".'
.".
: ',oIi
.
.'
;.,tIi
.
Ill'Vt!l)lU.(l"1 ~caLR..
COMMflN~~SYLV~NI~
OCP~RIM[NT or REVENUE
IJFPllROOQl
~ RIP 1/ I
Or:C~O[Nl'lI tWAf (lAS!, fIR5r.1.IlDMlOOlE INIIW.) \/&11' t)lri bO;~.l MP.. .old,
~
~I!
i
i
u
REV -1500
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
Or,!25/1913
-I-TltIS REtURN MUSI BE fiLED IN DUPLlC~TE Willi TilE
REGISTER OF WillS
. -
lXl1. Ollglnal Rolum [J 2. Supplemenlal R,lufl1 [] 3 Remainder Rolurn Id." "",.."", "' 121l0"
o 4, Limited Eslale 0 -43 future Intero~tComprvmlse (d.1l:~ofdl!~Il\tft9f \2.1282) [J 5, Federal Estate Tax Relurn Required
00 6. Decedent Died Testate (....~h~op10'Will) [J ], Decedent MaIntaIned 8 Living Trust (Mw:hcofl1Q"ru,l) ._ 6_ Total Number of Safe Deposit Boxe!!
[] 9. L1llgalKlO Proceeds Received 010 Spousal PoyertyCredilldl.."'''''''rw", 12)1.9\ ","HII 0 11. Election 10 lax under See 9113(A)I,"~h'''OI
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAK INFORMATION SHOLLD BE DIRECTED TO:
NMlE COOPlETEMAUINOAflDRESS.
Dennis M. Hartranft, Jr., Rsq.
FIRM tWAE tll ~JbI4)
ffi
o
w
u
w
o
II U L 1.
IlOCIN. SECl}AIIY NWOC:fl
l\ lJ R Iii: N Nf':
(JAIEOfDI;AII\
I 'i :j I 'i -, Ie)
FUNIIMBER
2 1 9 "7
c T'(('
9 9 6
HVNAf.1l
-
M
---'~----UAm'iiWRTt!
1 9 6 " 3 2 - 0 2 1 5 1 21 0 5 1
(If A1'f'lICMI F.) sunVlVlNO srOU~lI::'S NMft: (lAST, fiRST. ANO "'IDOlE 1~1l'IAlI SOCIAl. SI'ClIRIIYNl.tlBf.R
12. N.I V.lu. 01 hilI. (line 8 mlous line 11)
13. Chadlable and Goyernmaolal BequestslSee 9113 Trusts lor which an e~ctlon 10 la, has nol boon
made (Schedule J)
14. Nil V.lu, Sublte\ 10 T.. (Line 12 minus Line 13)
15. Amounlolllne 14 Ia,eble
at the spousal 18.. rate , ,
See Instructions on reverse sid~ for &ppllcable percentage
16. Amounl of lin. 141","ble
.16l\rele 1"7 3 I
17. Amounl ollln. l4laxable
at 15% raJe
I. Real Eslale (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely H.ld Corporallon.P,rtne"hlp or Sole-Propllelo"hlp
z
o
5
~
l:
~
u
~
4. Mortgages & Noles Recelv,ble (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Pe"onal Properly
(Schedule E)
6. Jolnlly ONned Property (Schedule F)
7. Inlel-Vivo' Transle" & Miscellaneous Non-Probale Property
(Schedule G or L)
8. T .1.1 Gr... A...ls (Iolal Lines 1.7)
9. Funeral E'penses & Adminislretive Costs (Schedule H)
10. Debts 01 Decedenl, Mongagell'bllltias, & Liens (Schedule I)
11. TolIl D.duetlons (Iolal Lioes 9 & 10)
~
I:;
~g
1-'11.
:I
o
o
18. T IX Out
19.
99"7
(1)
(2)
(3) ~W ~ $'~
(4) g~ (00
~ \'I~;' ;'-:i
(5) '1 "7 6 9 2 1 5 c5 ,': ,t.
u ~
(6) (, ~
0 ;!3 ,
(7) .: 1..-
U -. :=;.ti')
;;,. 7~, cho
(8) ;+ 9 2''''1 5 5
, 1
(9) 3, 7 9 0 0 2
(10)
x .0
(11)
(12)
(13)
(H)
(15)
(16)
(17)
~
(18)
3, 79 0.0 2
1 7 3, 1 3 1
5 3
3 1. 5 3 X .06
0, 3 B 7
B 9
X .\5
0,3 B 7
B 9
D!cedent'. Comple~!....~~d!!,~..!'-=-________ .
.6H1Hf ~oo~r8 "1. -7 .- -r' } ~ II I
___ :LL--1:..~_--------LL,JJ~_~..J.~--
CIlY --ftAo.fli"$~V:3 7Tj)----------
Tax Paymonts and Credits:
1. Ta, DueIPI1!JO 1 Line 181
2. Credlls/Paymoots
A. Spaus,l Poverty Cllldit
8. Prior Paymeols
C, Discount
~~ -~ 17:' 1
(1), 10,387.89
9 90~.3~
__..,__~L__.______
______521.39
TotaICredlls(A+B+C) (2) _ 10,425.73
3, InteresVPenally If applicable
D,lntmesl
E, Penally
TolallnleresVPenally (D + E ) (3)
4. If line 21s grealer Ihan line 1 + line 3, enler Ihe difference, This Is Ihe OVERPAYMENT.
Check bOM on Pege1 Line 19 to requllt e refund (4)
5, If line 1 + line 31s greater Ihan line 2, enler the difference, This Is the TAX DUE, (5)
A, Ent~r the Inl~resl on Ihe tax due, (5A)
8, Enter the lotal 01 Line 5 + 5A, This Is the BALANCE DUE. (58)
10__,",,,..,,..... __ Maka Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make e traneler and: Yes No
a, retain the use or Inoome of the properly translerred; ...._......,....,..,..,..,....,............,................,0 [1
b. retain the right to designate who ,hall use the properly transferred pr Its Income; ,..............,0 D
c, retain a reversionary Interest; or..,......,................,..,..........,......,....,..,....,........,......................, D 0
d, receive the promise lor life of either payments, benefits or care? ........,......,........................, 0 0
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death Iransfer property wllhout receiving adequate consideration? If death occurred
after December 12,1982, did decedent transfer properly wllhln one year of death without
receiving edequate consideration? ,...."".....,............."",.....".........."......,"" """,....'" '" """",.." 0 0
3. Old decedent own an "In trust for" or payable upon death ballk account or security
at his or her death? ............................,........,..,......................................., ....,....,.., .................., 0 0
4, Old decedent own an Individual retirement account, annuity, or other non-probete properly?.... 0 0
37.84
. I " t ,'," I"
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
Uk.__ .JlIlUltt- "__"_Wlll\\tfl..!~,.____....~.._.Nm:m..~"\1~~l!11(n~""1IT~l"~.f;!~.
72 P,S, ~9116 (a) (1.1) (I) provided for the reduclion of the tax rate Imposed on the net value of transfers to or lor the use of the
sUNlvlng spouse from 6% to 3% lor dates 01 death on or after July 1, 1994 and before January 1, 1995,
72 P,S, ~9116 (a) (1.1) (II) provided lor Ihe reduction of the rate Imposed on the nel value of translers tn or for the use oflhe surviving
spouse from 3% to 0% for dates of death on or after .Janllary 1, 1995, The statute goes_nntexelTlPt a transfer to a sllNlvlng spollse
Irom tax, and the statutory requirements for disclosure of assets and filing a tax return ara still applicable even il the surviving spouse
Is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1. 1995. Please answer the following question by placing an "x' In the
appropriate space,
Old the decedent create a truet or similar arrangement which Ie solely lor the surviving epouse's benefit lor his or hel' entire
Illelime? Yes 0 No []
II you answered yes to the above question, the tax on Ihe Irusl or similar arrangement Is postponed untlllhe death of the second
spouse, at which lime It will be fully taxable at Ihe rate(s) applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J, Parlll, In order to remove II Irom the calculalion of the tax due In this estate, You may wish to file Schedule 0 In order to
make the eleclion available under Soclion 9113, If the election Is made, the trusl or similar arrangement Is taxed In Ihe estate of the
fllst deceden! spouse, Ihe porllon 01 the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate,
and the remainder Is taxed at the rale(s) applicable to the remainder beneficlary(les), II you choose to make the eleclion, you must
altach Schedule 0 to 0 Iimely-flIed tax relurn, along with Schedule(s) K and/or M In order to show the apporllonment of tha trust or
similar arrangement between the surviving spouse and the remainder beneficlary(les).
. SCHEDULE E
CASH, BANK DEPOSITS & MISCELLANEOUS PERSONAL PROPHRTY
Estate of Adricnnc M, Hull ;
1121-97 -996
1. Union Central Lifc (UCL)
Single Premium Dcfcrrcd Annuity (SPDA)
#C61012603 $15,051,76
2, UCL SPDA IIC 1013489 8,745,28
3. UCL Variable Annuity IIV9401127 90,885.36
4. UCL Money Market 1171-005558-0 7,776,83
5. UCL #1914-36 38,462.33
6. Fulton Bank Checking Account 111118-92441 15,168.56
7. County Meadows Security Deposit rcturn 831.41
TOTAL $176,921.55
"
I
I
,
unioncenll8l
In,IJrlnt4l Ind Inwltmtnt.
Sus~n J, lIull Orassman
C61012(,()3 C61013489
DeRth Benoni Amoun1 3,762.94 . ';,,2,186.32
Interes1 on Claims 2l,~~ I ".'/ U,~ . .
To1als 3,784.59 2,198,90
Prolil 2.262. 94 936,32
"Ir
Dlr<<11 Access Balance - $28.835.56
0' ,','
David N, 1\ull
C61012603 C61013489
Death Benefil Amount 3,762.94 2,186,32
Inlerest on Claims 21.11 11ll
Totals 3,787.68 ' 2.200.69
Prolit 2,262,94 I 936,32
Dlr((ll Access Balance. $28,859, II
Julie Anne lIull Ray
Death Denelit Amounl
Interesl on Claims
Tolals
C61012603
3,762.94 .
21.14
3,787,68
2,262.94
C61013489
2,186,)2
11ll
2,200,69
, 936,32
Prolil
Dlr<<11 Access Balance. 28,859.10
.
Corallo Alice Hull Working
.
C61012603
C61013489
Death Benelit Amounl
hlleresl on Claims
Tolals
3,762,93
2L~~
3,784.58
2,262,93
2,186,B
U.18
2,198,91
936,33
Prolll
Dlr<<1t Access DalMce. 28,835.55
V940\l27
22,721.34
m.l~
22,852,07
4.471.34
-
V940\l27
22,721.34
HM.!!
22.870,74
4,471.34
V9401l27
22,721.33
11M2
22.870.73
4,471.33
V9401l27
22,721.33
iNn
22,852.06
4,471,33
\Antlll"''', \Jl1Itl 'f,J.t'lV'
(11l)l9~ 1100
(cO)u\2cPd3
3/02/1 'I
~ LI
lr;;)r;/, 1r;
_..-
(C,/()j3'in
). I lie;" "32
~ LI
'6~)Lf),2fr
-~
.-
--
Vq'-{OI/7-r
;z. ;;r7:2 I. ""3 )
A L(
9o~~5, ~ 2
S.ct:..ilIn~' 1'I1f(lfed '''roup. u.,hltfM rtpl't1eTI111tvM
oICfril1nn hM~, lna.,' .tlMldlaoy nr
The Unl~ Ccn".l Ur,lnNne Cnf"1'''''Y, r 0 nn~ 4M09j
ciolclnnoU.~l.m<<l~. (11'jl91.11l<lO
SCHEDULE II
FUNERAL EXPENSES & ADMINIS'l'RA TIVE COSTS
Estate of Adrienne M, Hull ;
1121-97 -996
1. Kearney A. Snyder Funeral Home
Lancaster, I' A $ 2,843.20
2, Miscellaneous Funeral 150,00
3. Dennis Hartranft, Jr., Esq. Allorneys Fee 500,00
4, Dnnk fees! reimbursements 29.82
5. Probate Expense 267,00
TOTAL $ 3,790.02
SCHEDULE J
BENEFICIARIES
E$tate of Adrienne M, Hull,
#21-97-996
I. SU$an J. Hull Grassman
505 Colony Road
Camp HII\. PA 17011 Child 1/4 of residue
2, David N. Hull
6113 Arnie's Way
Milton, FL 32570 Child 1/4 of residue '
3. Julie Anne Hull Ray
699 NW 100th Way
Coral Springs, FL 33071 Child t/4of residue
4. Coralie Alice Hull Werking
469 Spruce Road
New Cumberland, P A 1707Q Child ' 1/4 of residue
determine, or my Executrix may sell Allor any part of auch iten
and th. proceeds therefrom to be added to my ruaidunry eatate,
FOURTH
~.~-....,._---_.~
All of the reat, real.due lInd remn tnde\' of my estate, I
give, devise and bequeath in equal shares to my four children,
SUSAN JANE GRASSMAN, DAVID N, HULL, .J\JLIE M1tI.:ltAY and CORALIE
ALICE HERKING, or their issue per AtirpCfl,
LASTLY
-_.._~~~
I nominate, constitute and appoint my hUAband, FRANCIS N,
HULL, to be the Executor of this my Last Will And Testament, but
if he fails to survive me or is unable or unwilling to serve,
then I nominate. constitute and appoint my daughter, CORALIE ALl
WERKII~G, to be the Executrix of this my Last Will and Testament.
and I order and direct that my Executor and Executrix not be
required to file a bond in this or any other jurisdiction,
IN WITNESS WHEREOF, I have hereunto set my hand and seal
I ') fJt,
t~isur day of August, 1980,
"}~'"
__-'...!/It.l-l: l,'.,iLt--:-d(:- ti-[ t.
Adrienne 11. tull
[SE.
,
SIGNED, SEALED, PUBLISHED and DECLARED by ADRIENNE M. nULl
the above-named Testatrix, as find for her Last Will find Testament
in the presence of us, who, at her request, in her presence and
. 2 -
1)~j(1-1()
aUREAU OF INDIVIDUAL TAMES
INHERITANCE TAK hlVISIOH
Df.')l. 1'I10bOl
HARM1S1l.IMQ, PA I7lza-OI,OI
COMMONWEAL TII OF PENNSYLVANIA
PEPARTMENT OF REVENUE ('
NOTICE OF INHERITANCE TAM
APPRAISEMENT, ALLOWANCE OR DISALl.OWANCE
DF DEDUCTIONS AND ASSESSMENT OF TAM
*
U~.IUl n ." nt,",
ADRIENNE
l:~-:~~."AM:~.::~=t=-~1
MAKE CHECK PAYABLE AND REMIT PAYMENT TOa
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ~
Riiv:isf;j-Ex"AF'ji"lo-F97Y"NO"tICEUoF"i"NAER"iTAiicE-i(Ax"iiPPRiiisEMENT";.ALl"OWAiicE-bii.......u.....m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ADRIENNE M FILE NO. 21 97-0996 ACN 101
If an .ssessMent was is.ued previouslY, lines 14, IS andlor 16, 17 and 18 will
reflect figures that include the total of ~ returns as.essed to date.
ASSESSMENT OF TAXI
IS. AMount of tine 14 .t Spou..l rat.
16. A.aunt of Line 14 taxable .t Lin..l/CI... A rat.
17. AMount of line 14 t.xable at Collateral/CI... 8 rat.
18. Principal Tlx DUI
DENNIS M HARTRANFT JR ESQ
20 A SNYDER IN
EPHRATA
DATE
ES1ATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-03-1998
HULL
12-05-1997
21 97-0996
CUMBERLAND
101
PA 17522
ESTATE OF HULL
TAM RETURN WAS, C X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. R.al Est.t. (Schedule A)
2. Stooke and Bonds (Schedule BJ
3. Clos.ly HIld stook/Partnership lnt.r.st (Schedule C)
4. "artg.gls/Not.. Receivable (Soh.dul. D)
S. Cash/lank o.poslt.l"lsc. Par.onal Property (Sohedule E)
6. Jointly Owned Property (Schedule F)
7. Tran.fer. (Schedule 0)
8. Tot.1 AII.tl
) CHANGED
111
(2)
(3)
141
(51
16)
171
.00
.00
.00
.00
176 .921. 55
.OQ..
.00
C8)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funerel Expen.e./AdM. Cost./Hi.c. Expen.es (Sohedule H)
10. D.btI/Mortg.g. LI.bllltl.I/Llonl CSohodul. II
11. Totel Deduction.
l~. Net V.lue of Tex Return
13. Charitabla/GoyernMent.l aeque.t., Hon-elected 9113 Trust.
14. N.t V.I"" of Elt.t. Subjoct to T..
191
1101
3,790.02
.00
1111
1121
C13)
(14)
(Schedule JJ
NOTE:
CU)
ChI
1171
.00 M .00=
173,131.53 M .06=
.00 M.15=.
(18)
TAX CREDITS I
PAYMENT
DATE
02-28-1998
07-27-1998
DISCOUNT 1+)
INTERESTIPEN PAID (-I
519.39
.00
RECEIPT
NUMaER
AA269828
REFUND
AMOUNT PAID
9,904.34
35.84-
TOTAL TAX CREDIT
--.-- -,
BALANCE OF TAX DUE
-----~..__.~-
INTEREST AND PEN.
TOTAL DUE
DATE 08-03-1998
HOTE I To in.ure pt'oper
credit to your account,
lub.it the upper portion
of this forM with your
t.l< p.y..nt.
176,921.55
~.7Qn n?
173,131.53
.00
173,131.53
.00
10,587.89
,00
10,387.89
10,387,89
.00
---
.00
.00
M
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOrAL DUE IS LESS THAN U, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRl, YOU HAY aE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS.)
p n \d ::0
>.\! '0 :n (1\,
:of (~(i ('1
h
~'",
e
eel
C;;l
:1]
f<''Ll
"fl , I'); Ci
'> ....-.
RESERYATlOth flt.t.. qfdao~h dYing I)t1 or before Oec.lIb.r 12,1981. ~- if aflY futUre InhrCl$t In tho ..tate h trlWl,f.rred
An po.....lon or .njoy..nt to c1... a (coll.terell benefiel.rl,. of the dlcedent .'ter the .~plr.t'on of InY ..taie for
lif. or for y..r., the C~on".dlth hereby t1xpr."b reRerv.. the rlllht to lII'ppr.he and ...... tron.f.,' InherJtMctl lIK.'
.t the l~ful Chili B (cnU.t.r.t) rate on MY luol1 future Interetlt.
PURPOSE OF
HOneE I
PAVtE"',
REFUND (CA) I
OBJECTIONS I
ADMIN
ISTRATIYE
CORRECTlOfilS I
bISCOUHT I
PENAL TV I
INTEREST I
To fulfill ttM r.quh'...nh of Section l140 of the Inherltanct! I'lnd E.tate Tal( A(lt, Act 21 of 1995. (72 P,S,
Seotion 9140 l.
D_taoh the top porUon of this Notice and !lub_it with your pay..nt to the Register of W111& print4'ld on ttt. re...erlO .Ide.
~~i4"e cheClk or .oney order pAyable tOI REGISTER or MILLS, AlIENT
A refund tit a tal< crDdlt. which was not ".quustod on the Tllx Nehlrn, MIIY bo requa.t8d by co.pleUng an "Appllo.tlon
(.or Refund of Penn.ylvanla InheritAnce and Estat8 Tax" (REV-l3UL Appl1cAtlons Bra BvalJ8bh nt th8 Office
of the Reahta" of Wills, any of the 2:.\ RO'Jenue Dlstrlct Offices, 0" by callinll tho special l4-hour
enswerlng .ervlce flUIIb.rs for for.s ordering I In Pennsylva"ln l'800~3tll'l050. outsida Pann.ylvanla .nd
within IOCl81 tlarrhburi anul (717) 787-8094, TDGI! (717) 77l'2252 Uloftrlng Il1polred Only!.
Any party In Interellt not filltlllfAed with the apprllls8'lllnt, BlloW81lce or disallowance of deduction., or "....IIMnt
of tal< (Including discount or interest) liS shown on this Notloa .ust obj~ct within ,1~ty (60) dllYII of r.celpt of
thls Notice by I
~~wrltttln prot..t to the PA Dflpllrtll.ant of N.venue, 80ftI'd Ilf Appeals, Oept. 281021, Harrisburg, PA
--.lec1:l0n to hll.... the lIatt.r detor.lned at audit of the account (If tho p.r,onlll rapre.ent.Uv.,
--appeal to the Orphans' Court.
111l8~1D21,
OR
OR
Featu.l .rrors dhcovQred on this .u....ant .hould be Bddr.uod in writtng tOI flA DeplIrt.ent of Revenue,
But'..u of Indlvldual Tal<os, AllNI Post Auess..nt Nevj.w Unit, Dept. 280601, Harrishurg, PA 17128-0601
Phorw (7171 78/-650S. Se. page 5 of the booklat "Instructl'lIls for Inh.rHRnoe Till< R.turn for. M..ldent
DecedentW (REV~IS01) for IIn el<planat!on of 8d.inistratl....lv corr.otable error..
If eny talC due it paid within three (3) calendar .onths .fhir the dec.dent', death, . five p.rcent (5:0 discount of
the t.M paid is .llowed.
,he 15;: till< a~'h non~parUclp.tlon p.nalty ta co.put.d on tt\e total of the talC .nd Int.re.t .......d, and not
paid b.fore January 18, 1996, thlll first day after the end of the tax ..nesty period. Thls non-partloipation
p.nalty h IIppe.l.ble In the sa.. .ann.r and In thfl the sfla" thlo perJod II. YOU would app..1 the talC and lnt.re.t
thftt h.. b.en .......a ., IndJcated on this notlClo,
Inter-fIlst It charg.d b.. Inning with first day of delinquency, or' nine (91 lIanthll /lnd onto (l) day froll the dlte of
de.th, to the data of p.y..nt, Ta~es which blfcallo (i.Unqu.nt bafor. Jtmulry I, 1982 be.r inhr..t ftt the rat. of
.11< (6;:) peraent per .nnu. Clftloulated at . dally rate of .000164. All taxes which b.C1.... delinquent on and .ftar
January 1, 1982 will ba,.r Jntarest at 8 r.t. which w.l1l vory fro. cohmd8" '1'..&1,. to cal.ndnr yaar with th.t r.ta
announCllild by the PA Dep.d..nt of Rev.nulI. The APp1)cablo lnt.rellt rlltes for .1982 through 1998 lire I
'!!!! Intarest Rllte Dally Inter..t Faotar ~ Interflst Rat. DsllY Interest F.etor
198Z 20;: .0005"8 1987 9% ,QOOl47
198:5 16% ,0004:58 1988.1991 11% ,000.\01
1984 H;: .000l01 199Z 9% ,0002"7
1985 15% ,000:0.5(, 199:\-1994 7% ,000192
1986 10;'; .000274 1995-199t1 9% ,0002"7
~-Inhr..t is calcul.t.d ., fl1llo",sl
INT~REST c aALANCE OF TAM UNPAID X NU"aER OF DAYS DELINqUf.NT M DAILY INTEREST FACTOR
--Any NoUo. hsu.d .fhr tho till< becotl.. d.lInqu.nt will reflect .n Jut.rest cftleul.Uon to f)fteen (15) dllYI
tHtyond the d.te of the .1I.....nt. If p.y..nt Is .ad. IIftllr the Jnter.st oo.putftlJan d.t. shown on the
Hotlae, addlUon_l int.r..t .u.t b. a_Ioulated.
PAMlIT,
IIttMh thl top portion of thh MoHoI Met ....H IoIJth lt~r paYMnt ... JI.~.bl. to ttll MM n eddr."
pdnted on the ra..,.rq .1..
If RESIDENT DECEUEHT ..... check or IIOMY ardllr plylbl. tOI REGIStER OF "ILLS~ AGENT.
If HOH"RESUlEHT DECEDENT ... cMck or ltOfMIy or.r p.y~l. tOI CottttOHWEAlTH OF PENNSYLVANIA.
RfFUMD (CAli A ....WAd of . tlk or.dit, which .... not r.q\MIltad on the Tal( R~turn, ..y tMI requtlttd by cMlPlaUng In
"Applloation for R.fund of Penn.ylv~l. l~rjt~. ~ Elt,t. 'aK" (REV~151S). Appllcationt '1'" avall8bla It
tht OfficI of thl, R..ht.r of NUb, MY of the 23 R.venue District Offlo.. or frOl thl; o.p,,.t...t', 2ft-hour
an.wering ..rvI08 ~r. for for.. ordarlng: In P~'Ylvanl. IHftOn~~2"20S0, out,ldf P~'Ylv..,l.
~ within }oca1 ~rrl.bura ,1".. (717) 7.7.8094, TDD' (7171 77ZM?Z52 ("-.rlng l~ftlr.d only),
REPLY 101
QuI.tlons r...rdlng '1"1"01'" contained on thlt notl01 .hould by addr...ed to: PA Deplrt.-nt of R.v~, Bur..o
of Jndlviduel Tawe., 4TTH; Po.t ".......nt RevlMl Unit, n'Pt. 280601, Herrlsburg, PI. 111Z8~D60l, phone
(117) 711'-6505,
DJstOONT ~
If any tax due h P41ld HHMn thr.. un calendtlr IIOnth, .ft.r the decede.,t', d..th, . Uv. ,.rc."t (SXJ dllCOWlt
of the tax paid I, allowed.
Pl!IlALTV.
The 15:( taw ~,ty non~p.rt1elp.t1on penalty is COIlpUtad on the totel of the tu end Int.r..t ........, end not
paid before Jenu.ry 18, 1996, the Ur,t d.y aft.r the Ilnd of the t.w ......ty period.
JNTEIlfST.
Int.re.t h eharged bellnnlne with flr.t dllY of d.l1nqwnoy, or ntne ('l .onthl end one (1) MY froe the dete of
..th, to the cfl;t. of p.y..ent. Tewe, ..hlch b.e... dalln~nt b.fore Jenuary 1, nlz '*.1' Int.r..t lit the rat. of
Ib: (6Xl parelf'lt per ennue c.tcuS-t.d at a daily rete ('If .000164. "11 ta)C., Nhlch bte.. delinquent on and an.r
Jenuery 1, 1912 ..Ill bear Int.r..t et . r.t. Nhlch ..Ill very frOl calandar y.ar to e.lendar yaar Mlth that r.t.
WInOUnCled by the PA o.part..,.t of R.lI.nue. The oppllub18 Int.r..t r.ta. for 1912 through 1991.r.1
V.., Int.r..t R.te DIllY Inte~..t Factor V.a,' Inter..t Rete Dally Int.r..t Faator
1912 20:< .000548 1911' 9X ,DOO2ft7
1913 lOX .000458 19.a~1991 11" .OODJOl
19M 1U .,003nl 1992 OX .000241'
191' In ,OOUS6 1993d994 n .000192
1916 lOX .00027" 1995-1991 9X .000241
~-Int.r..t I. o.lculated a, follON&1
IItTEUST .. aALANCE or TAX UNPAID M NUNBRR OF Dns DELINeUENT M DAILY INTEREST FACTOR
....Any Notice hllUlld aner the 1aIC ."1 dallnqu.nt ..Ul r.flact an Int"..t CIlt;lul.Uon to fHtMO OS)da>>.
bayund the' det. of tM ........t. If PIllHflt II ... after' the Int.r..t coaput.tlan data Shown on the
NotlM. additional Int.r.lt ...,It H cIIClll1atfil,
tot:
a"'i)
~\.t
(.. \J.
\l\Jt.~
~
,,~--
't~
o~___-
\l~L!!!l?/ ~'\lu... - I ol
.., ~~ , · ..., ,0'
· ~ ."" 0'. ,.,
- . ".,.- '0 ' " c.... ,.,.,
t\. ,,\)..,~ (lC(1-_---- \1\ \." ' CO\) \:.0 CO"'\' ~
J>Y>' 'i L'~ .d ... c' "
." ~~ \It ".--"-'~ / 50.',.....'", ."
oecede \\;:'Le,b.' /-, "':0". d." .. ..' ..
l ~ -L. ______ 1. 0 "q o"e . \:.,. \,).
e 0 \:.\\' ~~.... ,,' ,.' ", 0' ." .,.
... 06' ",- ,. 0' ,e .c" ,0. .cao ,0.
0' :>\-., ''', '.., . ,.'
" / ,0 ". ."" ,.e< ,.. 16' ,.g'
O' "", / 0'.' ~,~ ,." "",. .,.. "",. n'"
>\ ",., O' · e. '0,
.,. yo, ,0. ".'.~ ...., ". ,.. .,."
0'.' ",., ." '0 _ '0' ,.., .,. . .
0" .::0'." ''''''i-. el ", e,e' .." .' ",.
Co e a , . 'ie0_ "sill 'pe\. ___, S \ \:.)."e
,. · · · W, , . ."
t 1:-" o"a'p ---------- ~o' t:ese
"." --- ..0 ,.~, '0 '
",. / ..' ." '-p-~"" .. /
." / ..' ,.0'0 0'" .,. '0/
.,..~ ----- ". .... ~/ ..", ,. "'J d
,..' ,.'. " ,d' '.'. 0'."," ,." ,.,~ , '...
c.... " 0 ,,1 .a'. .co'" .... ,1 ,.d.",. '.."
.' coo r"., ..' ,e' \0 .. _enO~
c,. e ,e"e" .l' i.,e e" ,,~, ., )
.. "C' "0.,,. ,..... ' ", k,,<-
.- ,e. .e ,e' ,e., ,0 (W
"" ,.e ." ", e' .,d ~ t' P!
t:et" n\.d ~e \) ce\'I' 0 -u,,\. \:.I:-ac . t't /
v 1:-" ~e CC a 'I),
c. 1:-0 at \). a 'pe / Met.
.'W l" 0'" ." /Lv! ~"
'0" Co. ,.' .od (h-p"''''e 0' .".
,. · 0' 0" G' ,0' c 0' .,,,1......
00.' u:"". Co ,.." _ :..\L"Cj" ';) .1ft--
.ce , '0 .", . C "'. se, \tt:l~~\\ :\&-
" 0 0'.'" WI' (".;\\<."'~ __
",0", ". ., \'l\'o ..~.." ~,~ __.
'.'" 0 )" " Lv. . _____ .",
ce ~ SS 3\) ?___ ef\\:.
- : .' hddt:e ~j)~ t:es).
, · ... of\&.
a" '. . ,,1 L- "_,
o · 0\,--'0 _ cao. ...
'te\.' .J,.-' \,e tot: \."e
llB). \:.a\:.
'!J . Coo. ,..
,\\.'i' nt:e
\"\. C'."' _______ ,.,
'~t\~i
rU J (.)
~T\
III\.\:."
\)"t.
cCO
a
"a\.
et:SO
\:."e \:l
, "
(V (.I....
0:.
t I "",,1'
'" t:\I\
\~