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HomeMy WebLinkAbout97-01022 '.' ," " 1 '10 I, I' ~ A N N Q , a>> ..... 0 ' ' . - G) tlf . Rai 0 Z .~~ I' '>>E'I'ITION FOR .>>IWIlATE and (;RANT OJ.< LETTERS ii'fclIl' qi' 1:;:.(.'\\ G .~,\\'. No. J.l ~ Ill,.,'" - 1022.._ al.\() klloll'lI a' 10: Sol'/al St't'lIl'iIY No, \ ~lu i.~ Ih'N'(I,\l'd. )":-"\L. Regblt'l 01 \Vilh 101 Ihe ('OlllllY 01 in the ('OllllIlOIl\\'ealt II of Pt'llllsylvunia I'Ill' IK'lill{l1l of the Lllllkr'll!-!Ill'd n:~pl";Ij'lIl1y rcpre'ii.'/Ih that: YOill' IlI.'litiolll'I'('i). who hUll' I ~ Yl':lll., 01' ugi.' lit' oldel' HIII/H' t''\l'~'t.!L \'6'" ., ,_,_.._.....__..."....." l,\ll~d in till' lusl will 01 Ihe i11">lt, dt'l'edelll, dUled ,'\\'",,,-\J,h....._., 19_. (' and codkil(s) (hlled , .\ '".. ......___'__--.-__ . ,~_ (,: (;.\.J\', \ _~ -.J'-~ \~,. \}'\ll'\~~ ,-~_ - -",1,-,--- __\:f~~\_.___~_, "...~__._..._..___ (..lall' Il'Il'\;ltll l'IrL'lllll\lillh:\I", {',f.! II'jllllli'i<lllrll!. d['olh (lll'\l.'l'lIltll", ('ll',) Dccemlelll WilS dOlllidled ill dealh III (~u\(1~(.,c\'~lJr,J._ _ ('mlllti:! PcnnsylvlInia, with h \.:'. la~1 lanllll O( plillt'lpallesidenee al ..J: '1!:-\~""" Ii\) '.,:'('\ 1.1\:1...,,- .\'.'!.1.'!..-~__~_ _. -\'\:) '.;:.(,_\[\ ( ,.XW_-'_ \;.\J(,,\ 'v ~ \.> ,",' \ \ \\'2'>'>. . '\~'-'f---n-n-----__-,,~~-.- (11,1 ',jrh'I,\lllltl\h~r and l1HII\~'ljullt\J Del'c'ykllL."lh('1l ;;j~-\, Fars III agel.,~~led. __ ~'.:'.(':""'-\Y,\""r ..:\~"n' I~.?-)__, lit .. ~L) Ql\'\ 0"",-,\ l." \\~.;;...... ,\ \ \ ~('\" '~\\' :~, "-:>....,' L~'.l,lc".__L___\'-.\'\'-'>L',_...I;",+__,_... 1;"Cl'!,! Wi fnllo\\'s, dh'cdL'J11 did Il'nt IlHlITY, Wil~ not divorl'cd Hlld,lid flol have a child born or adbpt~d nflN l'\l\'.'utlon of lhl' will orkrcd 1'01' prohate..'; wa\ llotll1\,' \'k,tilll nf i1ldllil~g ami \\'ns never adjudicated illl'OIIIPl'IL'lll: m...._....._..___._~__._._ Dl'L'l'IHknl Hllkalll owncd PWPl'l'ly with estilllClted valul's ill, f(1l1nws; (Ii' dlllllieikd ill I'a,) 1\11 pl'lsllllal proPl'r1y (If Ilot dOlllkilL'd ill Pa.) 1'(.'1'\011:11 propl'rly ill Pl'l1lls~)lvallia (Ilnnl dotllkih:d ill Pa,) 1>'-,1'-...011<11 propL'rl~' In County ValllL' or rL'all:',\all' ill PL'llllsyh'ania situ<1tl..'d a~ folh",',,: $ ':, .-'" .."._._""";O"~:LC.....L~ $ -----.:.._---- $ -....--.--.----- $...--....----- \\ IlLKU'()I(L, pelilloller(\) ,esl'eelllllly prl'sl'llIl'd ill'rl'with and thl' grallt of h,'tll'rs__ .r\~I~~(~_~l\~(':~~'lOI .11~e.~~~'1 .\\'ill and eo~icil~~ (ll',tallH'IHal'~'; ,ldrnlllhlt,lll\l1l c.I.a.: lIdmlnhtrlllinn d,b.I1,r:.t,n.) tlll'I'OIl. " ::2"7 , '- :i: ~ ..,~ ~:2 7~ ':j .~ ~ ::. ,\\\i\.V' \-..\\. .. :"J\\\H"" .~~CJ;t 11\~r~N'r=., 'tlJ'l.. (;."1 (' ~ ~- )\\ - i -lr. \~.' .,. _.- _J!!\\W "'ti- .X_L~_ (~ () (' ~ .....~~-h-_ ')\\ IlrnL- ;1, '0; ____________u,,,......_.~ .... .--------,~--_..._._---- OATI-I Oil 1)lmSONAL REllRESENTATIVE COMMONWEAl-HI OF I'ENNS\'I.V ANIA eOl: NT\ tW (!..LUYlI3t,(l.l/t\-JD I '., i' Ii.~ Swnlll III or illlirtlll'd Ilnd \uh~\:rihl'd I bl'lon.' Ilh' tIll" ;leI TH da, llf . Qt&kFt'!T" ,:p p<<lillyJ, I';l~ ~'f{4 (t~ ty--t1\"~"I("~ 15-.:2~1--, TI\..: jll'tilintlL'r(\' ahO\l'-lIal~Kd \\\'l'ar\'1' nr affirml\) Illalll1l' ;-.tUll'IIWIH~ in till' foregoing petitioll nrc lr,;ll' and l'(ll'rl'l'l (ll lilt' hl'''1 lllthl' ~flll\,k'dgl' alld ht'Jil'f of IK'titilH1L'r(,>) alld that lis pcrsonul rcprcscn- lati\'l'(\) (11 I Ill' ;d10\l' dl\'cdl'lli 11l'litinlll't(q will wl'lI alld lruly adlllllll\ll'l the l'S!Htt.' a('cntding 10 law. ,,)),,\,. ( :\ ~~U~\J ~_(l_" Vl ;Q' ..--~------ :::s " - - -----------.-.--- ~ ~ ~ ,'-~..._----- -- 1<1 Thl" j., lon'nil\' th;!t lhl' lll!nl-Ill.lllrlll Ill'll' 1',I\l'1I i'l lllll('\lh (l'lill'd 1111111 l!l 'l\q~iI\,d [('I\II'lt,ll!. III i;('.lll\ tlllh likd Wldl tIll' ,I', '_th_aIHq',i',l\;\I,'Tht' Ilrl~;in;\1 {('!lilll,III' will 1\(' ItllW.l!dt'd (1I lhl' l.,Ll\C \'\Ld 1~,',!l!,\' {Hli,,' jut 11l'lllLlIll'll[ \illlll'" WARNING: It Is Illognllo duplicnte thl9 copy by photostat 01 photograph, Nil, 1"""'"''''''-''' ",<",\1\ Of Pi~ '. :i~_- --'4;;':~" ."~~. ,,-". ..~'~"'.. I . " ' I.. ,. 'v\, I~,'''".' ",;~,,\'II .. t.Jd ,hj! \ . \' . ..,' -, " \ " , ~ .. ....~~/l ~ .. 'i-"~/ '<f'MIN1 ~\ ~~,,... ''i'~i!i!!!!!f!1!'!!'1. ~ /7l r1.;'~6~trr 11 h ,II ll_('j~\,\ 1,11 rl'I' III!' lid, (t'lli!it-llV, 't\}Jllj 4688 4 ~) 5 llfC I :1 1[191 {),11l.' COMMONWEAUHOF PENNSYWANIA' OEPARTMEln OF HEllTH' YITAl REOORDS CERTIFICATE OF DEATH lIAlffolll;W.lUfi ~;-1ft:0f ~~~~o:~ II(';W, M~~-;~I(~- - .~---- -~----- - ----- --.-. ~:i' ,,,; I ~ ,. r;'~;: <no: "';.~~~'~.- ";;~4~)- :-'1~e(\;:;'ll~ ;;" 13 j;';i I AOE(l.';1I71N1ol-;-\-r:.~_A 1.'!!Aif-t-tj~l\~}-iiAli>-OfliiHii' -"J- 8iim..". ,;;, .;;;;~~ '''''"....;;<;..~~,- -;.,.", ;.,,",,- ,;.;;" - ...--.- -- n_I_J. . _"'I 0'1' 'loL,if'l"~" 'A"I'(~i\""') ,t.liI,~r'~"I"'" ',I IIO'WllAL jI1HU'I " Apn I ~H I"" 'po' I I ' I I 'lu""'III"i OU..., L_.~__~~ __ _ t _ + __ ~L _ 1 )1(~ ~ _ , dltV~~'WIJ!(I~'~ ~~""'_ _ t!lJ(~~"''''''l_1 _~~_.. ~:I~.l:'..._H~(:~~_ -~~~~~.(..I--- COtlNI'tOfOE.lJH (Il'lll()fl() lW!'OFO(lrH ItAnl 11'1 IIAl,lflll" "~~ .", ,"'>l"o1J <1",'IU [M!J(lt:1.1 ('fIll OfTlr.~r"''lICOf1lnINIJI.flf ~",,,,,,"'I"'U'IIll.,;~ Wr.~. 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' ';' , II' " , i I' , , .1 , " Ii i,l' 'ill "I 'iil,1 " ", , , 'I" , il .11,:' Ii': Ii cJ I ~ jCjcn- 1022 REGISTER 01<' WILLS 0.' -- COUf\llT\' OATH OF SUBSCRIBING WITNESS ----------- " .._~_...._._........._... .__.._._.-_.-.-.._......~--_.... .._.... .._m__-'-// , ~ codicil / (each) a sUbscrib~~ness to the will presenled herewilh, (eilch) heing duly qualifi according to law, depose(s) and say(s~t ._..~......_....__.___.._.__..__._..._._-_._.- .. present and saw the te-;;-=--=..., Si~~.;~.;~;:a;=.=:~==-:===:-..=~..~,ig;~ed ~~;--:itnes;~t th~ request of tcstat__ in h....__.._ pres cr and (in the presence of ea' other) (in the presence of the other subscribing witness(es)), Sworn to or affirmed and subscribed bdore me this ___'---'~ day of 19____ -------..--.--- (NlIl1le) ~- _.-,- ~:::) --- ' (Addr~"s) ~.. ;, ' REGISTER OF WII.LS OF Clir(\r~LF<'II~N f) COUNT\' OATH OF NON.SUBSCRIBING WITNESS .B..~~ '\,) \ \ili2'JC.__._-_L'/f /] m& .J=-, ('L) L 1- / 0y,lv) (cl\ch) a. subscrib:~' hereto, (cach) being duly qualified according II': law, dcpo~e(sli.anq say(s) that ~'l.)' b..sL:~--._- familiar With the SIgnature of ~c\_ C ~W&;y-, .L..~ ,.at'; codtCf[' testa~ of (one of the subscribing wilnesses 10) the wi\l presented herewith and codieil that._ '''\j.,\ "'.-\ ._,__...... believes the signalure onlhe will is in the handwriting of \ '; . .. ,'. \ \ <.... "< \ ._l~L..~..";~.,,;\.L00.--~~--_.._.._....-...__._._---.-..- to the best of .........r",,::...-- Knowledge and helieI'. . '. , ( l" .l\\ Sworn to or affirmed ami subs,'ribed before ......~...._,,~=-....~d~UJlJU \,1"'" h' }O fit I' \ me t IS .J-_-.-............ lay 01 .. ' (Name} \ \ ~;:;.~"@~~, I"-,vii J;~;;JpI4i;7i"~:-'v,,'~;;.. ~;, ,II C'''"' "="'1 IY\I\~i.['W\:) R~!(isler v l.j'yt~.j})?/;-~ ....l-<:L.CJ-:c-1/7:1>~ ..C?jJj!........!:!..L~Nal7~ 1'1 LJ!J~--- (.4 ddress) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Under penaltieS of pe~ury, I declare thai I havee.amlned this relurn,lnclllding axompanying schedules and statements. and to Hm 0051 ot my kllowledge and bellOl, illS Ir\lo, corrl'C1 and completo {>N:lilflltlon \~f prfloaror olhor ~onal feoresanla1ive is hased on all information 01 which nreQi!!llJ]ilS IWW knowlfldao, STURE OF P1S0N ~ONSI l FOR FILING RETURN. ADDRESS C -\ \.j ; I i.', J,~...L.:.._ll1'\ ~ \t; i, SIGNATURE OF,.PR.EPAR..t.'R OTHER THAN REPRESENTArIVE ADDRESS <..y"-H'UYtIH.' ~ II! ~ I u z ~ )(j$ i!i::l A. ~ o It,, ,::(;)., I - Cj' ./ (:/ IlfVteooex"(111) j~t COMMONI~SYlVANI^ DePARTMENT Of REVI'NlIE OfPl1eOllOl REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . FU NUllIliR 2 t 9 7 o 2 2 I Df.CEOfNT'S If (lAST, FIR~T, ~D MID If: INITIAL) U~ "bl.n~ I)/O(J to "lllW'" Wl)/d'l - !z w fil o ~ D i 1. 1. e l' SOCIAL STCURlrTN'UIffiEn E i1 r 1 OATFQf Ob~IH G ---oAiE m- III1WI 186-28-2',46 12{11/199 (If' ~fll fJ SURVlVlN(I SI'OlJSfS NMIl' (LAST, FIRST, AND MIDDLE INITIAl.) SOCIAL Sr:GURIl y tlUMBER 7 4/2 81 19 I I 0 [HIS RHURH MUST sffilEii'iNiiilPllCATE wiiHTHE REGISTER OF WILLS ---.----- !X.k1.0riginaIReturn 02. Supplement<lIFl(\tum 0 3_ RemalnderRelum(ddtllofdell!tlplwl<'~}l~"18}1 o 4. limited Estate D 4a. Fulure Interest Compromise (<1a1&ofooalhaltel 1}.IH2l 0 5. Fttdeml Estate TaK RlItum Required iii 6. Decedent Died Testate (Al\a':hCOfl~ OlWHlj [] 7, Decedent Maintained a living Trusl (Mar.Il~O!l~ ofTMI~ ._~ 8, Total Number of SMe Deposit HOKon o 9. litigation Proceeds Recei\led 010. SpOlJ!lal Poverty CredltldatllQlooaltlboun 12,31.91 and 1.\.95) 011. Election to t31( under Sec, 911J(A) (AlIM;hf;;l;hOJ THis SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIReCTED TO: NAMf: COMPLETE MAILING ADD~ESS Ann A. SUllivan FIRMNM1E IlfAppllClIbl6l 2202 M01'rimac AVQ, Mechanicsburg, PA. 17055 TELEPHONE NUMBER 1. Real Estale (Schedule AI (1) ,.-,CI , . 2. Stocks and Bonds (Schedule BI (2) 3. Closely Held Corpo'allon,Pertne"hlp or SOle.Prop,ielo"hip (3) z o 5 ;:) I- ~ U W IX 4. Mortgages & Nole' Reoolvable (Schedule D) 5. Cash. Bank Deposits & Misoollaneous Pe"onal Property (Schedul, E) 6 Jointly o.nod Property (Schedule F) 7. Inler.Vi,os Transle" & Mlseeiianeous Non,Probate Property (Schedule G or l) B TOIAI Gr... A..eto (tolallines 1.7) ~, , 4 7 4 6 1 4 , 'i \)! (B) - 4 ,7 4 6 1 4 . 1,4 7 2 .7 3 {41 {51 (61 (7) g. Funeral Expense, & Adminlsl"ti.e Costs (Schedvle H) (9) (10) 10 Debts 01 Deoodent, Mortgage liabilities, & liens (Schedule I) 11. Total O.ductlono (total line, 9 & 10) 1 ,4 7 3 ,2 7 2 7 3 4 1 (11) (12) (13) 12. Net Volu. of EOlate (line 8 minus lina 111 13, Charitable and Governmental BeQuests/Sec 9113 Trusts for which an election 10 WI( has not been made (Schedule J) 14, Net Vatu. Subject to Tax (line 12 mlous line 13) 15. Amounlollioe14 Iaxable at the spousal tax rate I I See instructions on reverse side lor applicable percentage 10 Amount 01 line 14 taxable 01 6% rate 3 ,2 17. Amount ollin. 141axatil. at 15% rate 3 273 , 4 1 (14) 3 x ,0 (IS) , 1 9' 6 40 7 3 4 1 x .06 (161 (\71 (IB) 4 0 x 15 - .-- 18. Tax Due , 1 9 6 19 , \ \\,. h", ,~, :t~b~ DATE I ~'.,\~()\ \ i "-- ~'." II:. Del:edent', Comjll.~~.Mdr_lI~~L STm;rr A[I(lI~f :I~J 2202 MDrrimDc Avo. MI)CllilnJ. cs bur\l ~SlAl~!I TFr, liP .I. , 17055 Gill TIX Peymentl end Credlll: 1, Tax Due (Pagu 1 Line 18) 2, CredllslPaymenl, A. Spousal PovMy Gredlt B. Prior Payments C, Discount (I) 196.40 Tolal Credlls (A + B + C) (2) 3, InteresVPenally If applicable D. Interesl E. Penalty TotallnteresVPenally (D + E ) (3) 4, If line 2 Is greater Ihan line 1 + line 3, enler Ihe difference, Thl,l,lhe OVERPAYMENT, Check box on Pegel Line 19 10 requltt e refund (4) 5, II line 1 + line 31, greater Ihan line 2, ente, the difference Thi, i,lhe TAX DUE, (5) A, Enter the Intere't on Ille tax due. (5A) B. Emer Ihe tolal of Line 5 + 5A. Thl,l,lhe BALANCE DUE, (56) _ 1 q h 4 n Make C/Jeck Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTiONS BY PLACING AN "X" IN THE APPROPRIATE IlLOCKS 1, Old decedent make a transfer and: Yes No a, retain the use or Income of the property transferred; "",,,,.,,,,,,,,,,,,,,,,,,, """" " " '" " " "'"'' " " , 0 [j b, retain the right to designate who shall use the property transferred pr Its Income; ,,'''''''''''''' 0 [) 0, retain a reversionary Interest; or"",,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,..,,,,..,,,..,,,,,,,,,,.,,,.,,,,,,,,,,.,,,,,, 0 [3i d, receive the promise for IIfa of either payments, benefits or care? ,,",,"'"""" " " " "'" " """ " " 0 [) 2, If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? !f death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate con~lderstlon? .."""".."".."..""."""""..""",.., .....""""..,,,,....,,......,,,,,,, 0 Q 3, Old decedent own en "In trust for" or payable upon death bank account or security 4. ~tl:l:e~~~:~~:~~:~I~di~ldual retirement ac~~~~i:~~~~it;:~;~th~;~~~~p;~;;~;~~;~~~rty?:::: B ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FtLE IT AS PART OF THE RETURN , ' '", , 'I". .,' . 72 P,S, ~9118 (a) (1,1) (I) provided for the reduction of the tax rate Imposed on the net value ollransfers to or for the use olthe surviving spouse from 6% to 3% for datee of death on or after July 1, 1994 and bafore ,January 1, 1995, 72 P,S, ~9116 (a) (1,1) (Ii) provided for the reduction of the rate Imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1, 1995, The statute does not exempt 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 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 deoedent crelte I trult or slmlllr arrlngemant which Is aolely for the lurvlvlng apouae's benefit for his or her entire lifetime? Yee 0 No [] If you answered yes to Ihe 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 taxable al the rate(s) applicable to the remainder bene~clary(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 trust or similar arrangement Is taxed In the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate, and the remainder Is taxed at the rate(s) applicable to the remainder beneficlary(les). If you choose to make the election, you must attach Schedule 0 to a timely-filed lax return, along with Schedule(s) K and/or M In order to show the appol110nment of the trust or similar arrangement between the surviving spouse and the remainder bsneficlary(les). ..v.,.."',,.". COMMONWEAl'IH OF Pf.NNSYLVAN,A INHERITANCE TM RETURN ,0, SCHEDULE E CASHl BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER .-11.21_) 0 22 ESTATE OF Indud. the pr()(8.dS 011lt9811On snd the dot.lhe prooood' W.,8 ,.."Ivoo by Ib8 8.1a1. All prop411ty jolnlly,.wned wltb the right of tUNivolthlp mutt be dl..land on 80heduIt F, -iTEM- -------' VALUE AT DATE NUMBER DESCRIPTION OF DEATH --,----~- -.------- -...----' 1, Diller Earl G. --------...--- Blue Cross Refund cumberland Valley Co-op Refund Irrevocable Burial Trust 255\,66 100.\ 5 60.00 203'1. 33 Chec'd nCj 1\CC0\\f\t TOTAL (Also enter on line 5, Recapitulation) , (If more space Is needed, Insert additional sheets of the same size) 4746.14 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 15 ,);(/- 9 IUREAU Of INDIVIDUAL TAMES IIIfiAITAHtE lA~ DIVISION DF.PT, zaOlt.l HARRIS.UNO, PA 1712&-0601 C-/ NOTICE OF INHERITANCE TAM ArrRAISENENT/ ALLOWANCE OR OISALLOWANCE OF DEDUCTIONS ANO ASSESSMENT Of TAM 06-15-98 IlHLER 12-13-97 21 97-1022 CUMBERLAND 101 E A.OuntR"=_~ MAKE CHECK PAVABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR VOUR RECORDS -4 iiEY:i547-i'"X-Aj:ji-l'i19:97Y-iilifiCr-oniiHERii'AiiCi-TAirAPjijiAisiMiiir;-m.-owiiNci-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EARL G FILE NO. 21 97-1022 ACN 101 DATI ESTATE OF DATE OF DEATH FILE NUMBER COUNTV ACN ANN A SULLIVAN 2202 MERRIMAC AVE MECHANICSBURG PA 17055 ESTATE OF DILLER TAM RETURN IIASI (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. ISc~dul. A) 2, Stock. end lond. (Schedul. II 3. Clo..ly Held Stock/p.rtner.hlp Int.r..t (Sch.dul. C) 4. Mortg.ge./Not.. R.c.lvobl. (SchedUl. D) S. C..h/Bank Deposita/Hi'c. P.r.o~l Property (Schedule E) 6. JointlY OWned Prop.rty (SchedUl. f) 7. Transfars (So~dul. Q) a. Total A...ts (1) (2)_ (3) (41 (5)_ (6) ('TJ ( ) CHANGED ,00 .00 .00 .00 4,746,14 .00 ,00 1111 _ APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral E~pen.../A~. Costs/Hi-c. E~p.n..s (Schedule Hl 10, Iltlbb/Hodg.ge LI.blllU../LI..,. (Schedul. II 11 ' T obi DeducUon. 12. Net V.lu. of T.. R.turn 13. Ch.ritabl./Gov.r~.nt.l eaqu.st.; Non-elected 9113 Trusts (Schedule J) 14. Net V.lue of E.t.t. Subjoct to T.. 1,472.73 ,00 (11) (2) (13) (4) (9) UO) '* tn-IU1U'" I""" EARL G DATE 06-15-98 MOTEl To insure proper credit to your .coount I suhtlU the upper porUon of this fOrM with your tax p.y..nt. 4,746.14 1 .47? '1?t 3,273.41 ,00 3,273.41 If .n ........nt w.. 1..ued pr.v1ou.1Y, 11n.. 14, 15 and/or 16, 17 .nd 18 will refl.ct figur.' th.t includ. the total of ~ r.turn. .......d to dat.. ASSESSMENT OF TAXt 15, AllOunt of Line 14 .t Spousal r.t. US) 16. Aoount of Llne 14 t...bl. .~ Lln..l/Cl.ss A r.t. (16) 17. AMount of Line 14 t...bl. .t Coll.t.r.l/Cl... 8 r.t. (17) 11, Prlnclp.l T.. Du. NOTEt TAX CREDITS I PAVMENT DATE 3-20-98 ---- RECEIPT NUttIER AA269877 DISCOUNT (.) INTERESTIPEN PAlO (-J ~OO .00 M . no: 3,273,41 M ,06: .00 M ,IS: UI) AHOUNT PAID 196,40 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 196,40 ,00 196,40- 196.40 ,00 .00 ,00 . If PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION Of ADDITIONAL INTEREST, ( IF TOTAL OIlE IS LESS THAH n, NO PAVMENT IS RE8UIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VDU MAV IE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS,) 'Om n'4:; .... ~ l'>I 0.. f'. ..- f} '\:: <( :JQ; :) Ii Cj '-r') '_.i.i U (lJ ~ ~ &!rr.: ~ ..:l!~ RESERVATION I Eltat.. of cMoedenh ~W on or before 0.0-"" 12, .982 MM If Ifl~ future intar'lt in tM ..ht. II t"M.ferred An pa.....lan or enjoy.-n~ to Cl... . (coU.te,.al) ~fiol.d.. of ttMcMc_nt .ftar the '1IlCpJraUon of ..~ ..t.t. far Ufa or fa" y..rt, tM COMOnMtIllth twrMiy Ixpr...ly r...rv.. the right to 8pPra", WKt ...... tr"""f.rInherItWlCI hlC.. .t the l..ful Cl... . (eoll,t.,..U tlta on eny .uch future lntar..t. "I U .~ _OF NOnCE: To fulfill the requlr-..nb of S.ot1on 2140 of thl Inh.rltWlCI and Est.t, hie: Aot, Act 21 of 1995. (12 P.S. Sft<ItJon 9140). PAYMENT: o.htoh the top portion of thh HoUee end goo-It ..Jth your PIYHnt to the Aqhtar of W11l1 printed on the ravlrn llde. M_.... c:tMck or ItOMY artklr payl!bla tal REGISTER OF MILLS, AUENT REFUND (CR): A r.fund of . tllC oredit, which Mal not reque.tld on the Tax R.turn, ..y b$ r.que.tod by c~l.tJng In ftApplioatlon for R.fund of Penn.y1vanla Inheritance and E.tut. 'eMft (REY-l]l]). App1loatlon. ar. .valleb1. .t the Offl~. of the Regl.t.r of NIII., ~y of the 2~ Revenue DI.trlot Office., or by oa11lna the spacial ?'4-hour an~rlng .ervlce ~r. for for.. ordMrlnal In Penn.ylvanla 1-800-562-2050, out.lde PMnnlylvenla ~ within loc.1 Harrlabutg ar.a (717) 787-a094, TOOl (117) 772-2252 (Hlsrlnt IMp. Ired Only). OIJECTl0NS1 Any parh In Inter..t not .aUlflltd wJth the eppnhllHnt, .UOtifance or dls.llowanc. of Hductlon., or .........,t of t.x (lnchldlna disoount or Int.r..t) 611 'hoNn on this Notice .u.t obj.ct within .bty (60) day. of rKelpt of thl, Notice bYI --written Frot..t to t~ PA o.part-.nt of Revenue, .oard of Appeals, Dept. 281021, HarriSburg, PA 17128-1021, OR -...lecUon to hava the .atter _ta,'.lned at IlUdIt of the ItCcount of the "tllonal rapruent.Uve, OR ~"~I to the Orptwn.' Court. AD.m~ lSTRAlIVE CORRECTIONS; Factual arror. dlscov.red on this ........nt .hou1d ~ ~r...ed In wrlt~ng to: PA o.patt.-nt of R.venue, lur..u of Indlvl~l "Me., ATTHI Po.t A8...-..ot Aavla~ Unit, Dept. 280601, Harrl.burg, PA 17128-0601 Phone (717) 787"6505. s.. p~ 5 of ttla booklet ftln.tructloo. for Infler Itenca 'aM R.turn for a R.ddent ~t.. (REY-1S0)) for In .Mpl_tlon of edelnl.tratlv.1y correctable .rrorit. DI$CCQIT J If any tax due i. paid ~Ithln thr.. (3) calender .unth. after the dlc~t.. death, a fiv. "rcent (S~) di.oount of tM hx p.ld .. aUOlIted. PENAL TV I The lS~ tax ___.ty non-partlo1paUon penalty h OOltpUted on the total of the tax and Inter..t ......ed, .w not paid before JWluary la, 1996, the fir.t day aft.r the .nd of the tax ..,..b parlod. This non-participation penalty II appeelMJl. In the .... .....er and In the the .... tiee per lod a, you would appe.1 ttM taJIC end Inter..t that ~. bHn ......ed .. Indlcabad on this notlc.. INJf.AE:STl lnt.,...t It charted beginning NHh Utlt day nf delinquency, or nlOl (,) aonths .-nd one U) day frOll the data of death, to the det. of pay""t. Texes which He... cMlInquant before ~ry I, 1'8t bear Inter..t at the rat. of .Ix (6X) parcent per ~ calculat.d at . daIlY rat. of .OPOI64. All tax.. whloh b1c... delinquent on and aft'r .-.nuary I, 1982 will ....r Int.rest .t a rat. which will ",a,'y frOll calendar yaar to c.lendar !II.ar Nlth that rat. announced by the PA o.part.."t of Aevenue. The appUctable Inter..t rat.s for 1982 throuth 1991 at81 'I.!!!: Int.r..t Rat. Dally lnt.reat Facto! :!!!! Inl.,.,t Rate Dalb Interest Factor ,... ZO~ .OOO~8 1987 .2 .0002"7 1..3 16Y. .000"58 1988-1991 11% .000301 '984 112 .000301 I'" 9i: ,OOOl47 1985 U;C .000356 1993-19114 n .00019? 1... 10% .000174 ICJ9~-19'a 9% .000247 --lnter"lt I. calcul.ted .. follows I INTE~EBT . RALANCE OF TAX IINPAID X NII"BER OF DAYS DELINqUENT X DAIL~ INTE~EBT FACTOR --Any,Notlc. luuod .fter the taK baCON' delinquent will reflect an Inter..t calculation to flft..n Us) MYS "'Yond the data of the ....UUllt. If p.yaen't Is laM eftar the lnter..t cOllPutatlon deta .hown on thtt Notle., additional lntar..t ~.t b. caloulated. STATUS REPORT UNDER RULE 6.1~ Name of Decedent! Earl G. Dillor Date of Death I 12/1]/97 Will No. ]9<)7-01022 Admin, No. 2197-1022 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 estatel 1. State whether administrat ion of the estate is complete I Yes X No 2. If the answer is No, st.ate when the pe=-sonal representatillQ reasonably believes that the administration will be completel 3. I f the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes_~ No h. The seplH'ate 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 X No d, Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Datel ~ 6/?~{9B '0 r;./ ')(.L 5~ C'j ,'-,' ~ ". Ll, f'j- ~ " ".:1 U M&: ~ 'v 8~ C).... (1 Signat.ure Ann A, Sullivan Name (Please type or print) 2202 MorrimHc Ave. Mechanicsburg, I'll. 17055 Address ~ \\ ~J..klnA.... (717) 7()fl-l~:l6 Tel. No, Capacity: __x--personal Representative _____Counsel for personal representat i ve (MAH I rmfl AM3)