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HomeMy WebLinkAbout97-01030 1'lIi\ I' 114 lCllih' dLlI 111(' Ililllllll.lIillll 1',1'1,' 1'.1\('11 i.. \lllll',tlr '111\ii."III""I ill "'I,',I! l,(ll'.d l{q~iql,H.' l'!lI'lll'q',il!,d \1'lldl"lIl' \\i1II\(' IIH\\.lIdl"! 11\ tlli ''11.11\' \ II,d 1"'-"'1; ,I ,'ilo!ldl\' ,i! \IV,111l illli\ IlIvd i 1111.\'1", II,'II'I,IIHI\I lill"!'., \\ lill 111\' ,I. " WARNING: It Is IIIonal to dupllcato this copy hy photO"l"t or pllOlonraph. 1:['[' hll 1111-;'( l'llilil.lIl', S.I,lll) Nl', ,;'I,,~I~\,W'OF)i i' .... ~/l tlf<.1J~:\ I..~'.~'~ 1!-.:)'! ; d. h,' \ . I' " -" ' . ~../ 'ib . ~".li ~,,~.i "<?41INI ~\ ~\..". '/~""-:'_'_'!!"!!JI'" I() f i".-.""", ..; .' . ", III ,11 ~ ~.. _..-'.r.....,--"~4.A I{,'I:I\II.II '.'r ;?2.:?2:? 4576726 i.) /", ,_ /~/:qt r...",. I),lll. y'l z'\~'~ ~"""""-,., ....... .. HAtlo~ W. COMMONWEALTH OF PINNSYlVANIA . DEPARTMENT OF HUL.TH . I/lTAL RECORDS CERTIFICATE OF DEATH W€/G-E:/.. I!I O.uIC1f""'H ttoo.rI i __ ,\1","'0.._1 ,"~V.3l, I'/<l~ ,..'" IWI'Ill ""'"",. =_T~L( J:lgL~~~' -- '10~3 1:"'$;::~iq'i'7 (',~S;~1i'. _~~~=J~~~':~~-~ ~;--:~[] ::"0 ,.v... .......:I.....-.......r~............,'V"/)II, OC ~ IN ."--~...... HI(!\. .....CJ.""...,~ ~1 /Jt...:. Tb'l>l> ".l.".;( ---.. WHirll w..ou 11'1Y ~ctO<<~~lH --{iillIDfHli.lltlCAI..,.. w.::..~",,1iM" .-t\.IIMWIIOWCdIIi + u IJIMIO, IS' l....~::~:r.-'~J.SL...- lliooMoM~1 .-....-....... "MIl ..fl4 ~I'h [I::1",LS+- t"Oib..t.oIO _, ___l.__~ __ ! ~~~HT'I H. kolo___flL.-..__..__ __ OWl lf1JJ ............-~,._---_.- MIlOIHCa *-- ....~ ....". ,.,..,., -....., C'!l.i\J.iu.L__ ".. -'r"..;. .. rsg " '- ""'-"""'....(J ......,011'_1 'bEe.. lui~ lICIHtllNVl'lln .QQln:.,=-_. ,,"'..11>1_,....','01.,...... i ~ """ \: lC1I....H OUIfO((:II.....C ..IJ lIWM~~ CllAtH -- ~ - [] -- n ......- [] - n c..M......__ n twl""toJI,iJ\l (~r:..."" I'WIOf'~Y _"~~~k_~~ ... lJ * ~ .UiC ICWIIo C#Il"';;''' WlIlfAIJ ,1HtW<<1. ..........'fIIOflfO CQWl.'f"IOHo:JICAUU. ""'''''' .. CUIt~'"' 'OIIIl'.,M"""lICUJIrp.,,...,...'...........~...oI___~'Io;...._..'.....''''''!,~W'<I'lI''(IoI'oI<l....../JI "........""~......._......."".......II...._..NMIlI " 1lIL_.___ ____ Ie.-. .. lIVoC!lJf~l..__.'..'.........""'" ~too:,'>I*t" ... "" [.1 'i a I .~AMJCUI'InWO'""IICIAHI"'...'"'"'_Jl,,-.),,"f""l__,~""_,W,."". "........,.........,'".._.......IM............,_......,..w_.....I~.I......_.._ 'MlOlCA.l.PAIltftlNCOftOHI" OII...~M..~......"'""..llfIlloll,lll"'..,..IoIo.,.."'_1H'f """"""lIUlolll..__,.". ,.' ,... . .., ... ~..ii"i.~mif.",..o"'U....A .,4.",.......Ml....."...I. It!tU....(.I.1MI CJ .. ,., I tml,2:l2l2t " I. -:-<1.::..:fJ ____ -.--...~_. ....._n . TEN WI.T HIGH .TIIIIIT PlSNNI"WANIA -,.,~~- J.Asor W":~ I, HAROLD W. WEIGEL, of Carlisle, Cumberland county, pennsylvania, declare this to be my Lalit Will and revoke any wills previouslY made by me. I. I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing under my will or otherwise, Ehall be paid ~ut of the principal of my residuary estate. II. I direct that as soon as practicable after my death, and without embalming, my body be placed in the hands , of the Humanity Gifts Registry of the state of Pennsylvania ::;; by my nearest of kin or the executor of my estate, for delivery to one of the medical schools in the state of pennsylvania, preferably the Milton s. Hershey Medical ~ Center at Hershey, pennsylvania, for studies in the promotion of scientific medicine and ultimate cremation with others and burial of the ashes with others in the burial plot of the Humanity Gifts Registry. III. I bequeath $1,000 each to my grandchildren: John Wesley Weigel, III David Andrew Rockman Marcia Hel~n Rockman David Alan Liberlcs stephen Daniel Liberles IV. I bequeath $1,000 eaoh to the following: Cumberland County Historical Society, Carlisle, PA Historioal sooiety of York county, York, PA Bosler ii'ree Library, Carlisle, PA SOS Children's Villages, 1010 Pendleton street, Alexandria, VA,22314 Amarioan Indian Relief, P.O. Box 6200, Rapid City, SO, 57709-9979 V. I devise and bequel1th my household and personal effeots and other tangible personal property of like nature to my children to be divided among them by my executor with due regard for their personal preferences in as nearly equal shares as practicable. The children may select items in turn beginning with my oldest child until all items are selected. VI. I devise and bequeath the residue of my estate of whatever nature or wherever situated to my children, John Weslt'lY Weigel, II, Doris Weigel Rockman and Ellen Weigel Libetles, in equal shares. VI!. I appoint John Wesley Weigel, II, to be executor of this my Last will. In the event he fails to qualify or ceases to act, then I appoint Doris Weigel Rockman. VIII. I direct that my personal representatives need not file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to 1;his my Last Will this --4.i-A-L-day-ef..May, 1994' (,:( >1.(~ I L'il oj' (~\'I_ 1'1<;'1, . (-!C(f:ll!-;;' fk-l.l~l ~J {J..o~Oi...- (SEAL) ft!;J~ /,5...,)...J,.~ -. J 1~~'J~l'9. INUERITANCE TAX RETURN ~.tr RESIDENT DECEDENT {lIM'm~~~\~\W,'~rr~\UI~lW^'"^ (TO BE FILED IN DUPLICATE __._,.,_ !,~A1Sm!~.lJ~Jt~l!!~~~!.,__...._._~I!_H_ REGISTER OFWILLSI . CUU,(:;~~8Jr030 YEAR HUM ,-_." -,-. - (ifCfriHlfIlJiiU.n 11}";,1, fin", }.IlliMliifilf lfliii;.ii -. . ------- --- .____..~-7::-..".-_...._:_._-_-- mn~trH'~f.i1M~If1i~f,fiiHF-:.~;:.-=:7:~.~;::.-=~-=~, m !ijCi^~. :i.ctj~I~.l.Hif".;Jlilr.o 1 d W 'I'.im '.'; "Wi; '..I'.'^. if ii; ".'.ii.i Sil r a h 'l'odd MplIlorl a 1 Home ~ 191- 26.70')1 12/2/97 r, /11/09 '"""'f.....CiIE ]:I~ .~(1! ..~:~..(~~lIlnherlil.I!~ eo ,,; ,,,,,; iiui i"",,,,,,, ;",,,ii \ ;".; ,iii; i,," ."" """,,; "''''"'' I"';"" iii",';' ';';M,i' ^MOIIII' ....11"" I'" ,,"1'""'01"1 kl1. Orlu1nul Rflh/ll1 I I 1, Supplf'lIlfl'III111 Rntlll" .._n_____... '(j J~-'R-;~~;~~i;~-'R~;~.;~- .,----.------ (for dOl.' of d.(1lh rdOf In 12.1 J I. lit, lImllfld f"luln I I Arl. IHhnn IlIlflIO" Cntl'IHfHnl,1'! r.l ,5, r..d.rol E,I(lle Tnlt Aelorn Aequlfl' 11m dnh" 01 d8ntil nlhu 17.17.n7) I -I 6. U"(fl(lnul "1'lIl ,",Inlfl I I 7, {l8cndnl1l Mullllulllful n lIvln{ll",,' 8. lotnl Nl.ll1lb., of Safe O.potll 001 I^"od, topy nl Willi I^"nd, wpy 0' ''''''I _.-. Alt eORRUPONDINCI ANircONrlDENTIAL tAX INrORMMION iiioUiD 81 DiReCtED TOI ," ;,,\;.\;"- -..-". ((-i.i.irli-if ~i^tiiiii1AiiiiiiBr'- IPrances II. Del DUCil iiii;iimiiiluMiU' ; ~IB '" 9 U m FOR OM" 0' OIAlIt AmR 12/3"" CnlCK It IF A ,rOUSAl rOVIRIY CRIOIlIS ClAIMIO 1.1 illi NUMBii . I ,tp, I,~ \ , , ,. '15 b 10 West IIIgh CarlIsle, PA st, 17013 .21.1..L2. ~ 9 :cl.~l,L.c"_-~~~_~==-"'- III. .-..........-,-.- 12) .._ ...__..n___'__ 131.--.- .....--...-.- I . I ......-. ,"'''-' .-.. --------.- (.\ ) ..l12,.Q.H,.J.L___ 161..___.2,..Q.~.h12.__ (71__..._._..... -..----.- 314,923.52 ~ I 1. Renl E.lol. (Sch.dule ^I 2. Slo,l. ood Bond. ISchedul. R) 3. Clotlly U"ld SlockJPmlner,IIlplnlflf"ll (Sdlf1duI8 q ~. Mortgag", Olltl NollIl Recelvoble tScluldule 01 5, (01111 Bank Onpollll & Mllc"lIt1neoul remHlOl Pfo,Hlfly IS,h.dule E) 6. Jolotly Owned Properly (Schedule FI 7. Ir.nofe" ISchedul. (JIISchedule I) 8. Tolal Oroll Auell tlolal '-1m" 1.71 9, Funeral bpe""u, Admlni,"ollvll CMII, Mllr.ellolleout bpen... (S,hedule III 10. Debl.. Morlgng. U"hlllll.., lien. IS,h.dule I) 11. 10101 Oed,,"lon. Ilo,,,llIn.. 9 & 10) 12. N., Vol". 01 E,'n'.llIn. 0 mlnu.lIne 11) 13, ("clIUahle nnd Goverllmfllllol Del1uetl. ISduH'ule J) _l_~~_!!_y'~~!-.S~I!!~~_I~_!.<.!~~J~.!:'_~ _!~ _~~~~l!. _~~'.I.!J~L_.__.. .._~ .__. .....~.,,_.__._____ 15. Spou.ol "OIule" (for dol.. 01 deolh "f1er 6.30.9~) Se. Inlhuctloll' lor ^f,pllcnhle rflfl:"nlngll on RfWflflfI Side. Ilndude vnlu.. rnm Sd..dule K or Schedule M.) 16, Amount of LIllA'" Inltnblfl 01 6% lalll (Indude values from Schedule K or S(hfl<lul.. M,) 17. Amount of line 1-i 111Jtohle 01 1.s% ,nle (Include yolu.. hom Sehttdull!l K or Sduutule M.l 19, P,lnc1pnllolt tlUlllAdd lnlt f'('Im Unfll 15, 16 onelI7.) 19. C,,,dlt. SpOUI"' rov't1ly Cllldlt Prior rOYIlll'lnll IJlnounl 804.14 + ___.._ ...n_ _____.U"... + (191 ___L6,.1JiB...52___._ 120) ..._-._._..._-._-_......._... (B) 19) ._._.._J5.'-?J._~_~.:..... (10) _........___...........~___ 11I)-.-1~L212.64 (121_299,710.88 (13) ___..?.l2..9.9_d?_L-_ \~L. 294,7!.O,BB 115) ............._.........._______.. -..- (16) _.._2~4!.7.lQ.&1L_. .06 - _1L..68~~_66__ 1171._.. _.._...........c__..___.. .15. -_.__._._-----~ I ; fl II ,- (1BI _.__K_______.__. Inl"el' 20. If lltlft 1l1' It O'''(lI"r 111(111 lIlln 10, (1111111 IIlfl (tHf"'Mtfl on UU8 20, 1111. I, 1"" OVIlRrAYMIlNT, 111 L.ID..III1....I_..IIJ,.tU....~ull......lnll.i..Il1mIlUI'lt....'llI..A'..1I.I~.IUIIlIl (211 __.______.______... (21^) ___..____....___ 121 R)._..J.6,.l..9Jl~.52_...._.. . 'J.l, If lIM 10 II Olfln'..f II10n line lQ, .",IM Ih" dllfflffUICfl on UIl8 21, Thl, I, Illfl TAX DUll, ^, f.lller 1l1l1lnlflll'l,I Oil 111('1 holancl'l dlUf on lhlIl11^. B, Enlfl! ,llf110Inl of lIM 21 and 21^ Oil 1.11111218, Thl,I"h" BALANCE DUE. Mole ChICh Poyoble 101 Reglll.. 01 Will.. Agenl I ..-~ 8~-suR'TO AfisWER'ALL QUESTIONS ONREI./ElisES10E AN" TO RECHECk MATH <4( 4f( Ul1df1f pfHluilln' (Ii "ndlll r, i liociw n li,nti iHlvn' n~lll1lhl~lj ,i.i, ,- olmn, il1ri"di'lllllr(omllfl,;y.in\l \ri,(l(luin,"nlld' "!~I'(I",nn":""~1d -1~.,il~h~~,"~f~~;y"kl~~~rll~i9~-'~,;~i ill II h hll", WIff1r.1 (l1lt1 cmnplnln, I ""dOlO IIHlI nil Innl fHlntn In" hnM .npOllnl (II h\ln mmknl vuluft, Dndlllullon 01 'If''IWftl\' ollulf ,hnn Ih" p""ollnllfll""flll'uli 'lnu~d on ll1111l10llllUtlOll of which IlIftpUlnl ho\ {IllY ~nowl,ltI91J, si--'mUo; riwsoijiEF,t-lsiBi. ,(.iii fiiitlo jifW~ir AiioitH~ .....- - ..-... --------"......-~--,' ...-..- iil'il----- I . .~I;.I. ~ll]L:l~'" t:'o ')1'1.0 (:e.ttv.~.(~J""'f ~p,\J1AY\vI..A('J..u.. M.,J".~4.I- <-Ti:~ I A1lllf or rA rAffl~""IlIAU Ilr.\~wi A'lIllu,1 ( , ~ uA. f .. ,-, .--------....-.------.---- _.,,---+--~ ,> , > lfi ot.~~ GAl ~,\ n; " , ., f) 'ft; " ('1 (:I.. f\,j ti:] ,. ,>. dl ., J.:t ~... (") (l\ ':-0 88 ~\rn:: 9' r.r: U't'<ljll"~. IM't ISTAlI 0' JOln"lnon'(.). Harold W. Weigel -----.._-_.,-_...~._---.~_..__..._------,~._._,------....,.- - -- -- ,--. - -~_.~ --. .~___._.___._ NA~~________.___.___ A. John W. Weigel, II I. C. Jolntly-ownod p,oporty, ITIM LlmR DATE FOR NUMI. JOINT MAD' TENANT JOINT ---.- 1. 7/11/8 .. -.-________.~~DR.~!..__ -_. R.L~TJO~HIP_'_O D~!D'NT 3470 Gettysburg Rd. Ann Arbor, MI 48105 Son -.-----., ------ T TOTAL VALUE DECO'S DOLLAR VALUE OF "''''''ION", "~.:,,, u~-I_~;~:"'-'~" .."...,..,,,...., C/D #17-160002984 . 4118.38 50% 2059.19 At Harris Savings Bank with interest TOTAL (Ailo Inle' on line 6, Recoplt"'ollon) $ ~o.s.a. 1 9 --..----- (If more 'paco i. ,...ded ,...,1 additional .h..,. 0' 'om. li.e) 1U\I.!!1l !~. 1',61) ESTATE O' ITlM NUMBER --.-,- A. 1. B. 1. 2. 3. 4. C. 1. 2. 3. 4, 5. 6. 7. 8. -- SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ~I.a.. Ptlnt at Typ. -.~~="J' FIIl- NiiMBEIl=~nu-_mm..- --- 97-01030 _ nnn. _ -. ..- u_ -. _ mm_ --.- _ _ __I --.. -.--_.--.- '-'.. DESCRIPTION AMOUNT ~:Jh'iC\ "IM,S('~ COMMONWIAllh Of PlNNIVlVANIA INHI!RITANC! TA. ReTURN RUIOfNT O~CEO!NT - - ----.-.---.- Harold W. Weigel pun.ral Exp.n..o. Neal Funeral Home Admlnlotratlv. Cooh. Porsonal Ropresentallve Commissions __ Social Security Number 01 Personal Representallve!.__-':"_..__._. Veor Commissions paid __._..________._ Attorney Fees Frances H. Del Duca Family e.omptlon Claimant Relationship Address of Claimant at deced.nt's death Str.et Address City , State __" Zip Code--:, Probate Fees Mllc.Uaneou. Exp.n...: Kinko's Emerald Drug Sarah A. Todd Memorial Home Postage Ameritech IRS - quarterly payment Dept. Vital Records Northwest Airlines Sentinel - Legal Law Journal Hertz Day's Inn Phillips Giant Dickinson College - lunch Pa State Employees Retirement Acct. - refund ~~~.____._....____._...._..m._.__....__..__..____..._...._......____.._______. ..____._._______ TOTAL (Also ento, on lI"e 9, Recapitulation) (If mar. .pac. I. n..d.d, In..rt addltlonal.h..1I of .am. .1...) 380.00 10rOOO.00 296.00 66.92 178.12 315.62 72.34 84.55 825.00 6.00 213.20 68.04 60.00 133.49 215.47 9.11 16.93 654.02 1417.83 __200.0Q.. $15, 21 2.64 IIIV,UUfilt 11-'11 ISTAlI OF ITIM NUMBER W COIllMot~W''''lflt a, Pltm!Ylv~tUA INIlUn""CI lAIC IInUIIN III"OI~1 ~!,~!~~_~, SCHEDULE J BENEFICIARIES '~-'""""'~="-'-""=F1LtNUMiiER 97-01030 Harold W. Weigol NAME AND ADDRESS OF BFNEFICIARY RELAtiONSHIP .. ...,. _'_____r______..._,,_. - - -,-.-...-.,. ,-~---------.,,"" AMOUNT OR SHARE OF EST ATE . ......_~_.___m~. ...,.._ __~__._,~.._~_,..__.____.___. A Taxable 6~qutn": 1. Doris A. Rockman, 39 Brook St., Springfield, NJ 07081 John W. Weigel, 11, 3470 Gettysburg Rd. Ann Arbor, MI 48105 Ellen L. Liberles, 676 Penn Ave., Teaneck, NJ 07666 David Rockman, 26 Locust Dr., Apt. 38 Summit, NJ 07901 Marcia Rockman, 3940 Holmes St. Tucson, AZ 85711 Stephen D. Liberles, G8R Dane St. Somerville, MA 02143 David A. Liberles, 409 NE 11th st., Apt. 13, Gainesville, FL 32601 John W. Weigel, Ill, 7 Irvine Rol', Carlisll;l, PA Daughter 1/3 residue Son 1/3 residue Daughter )/3 residue Grandson 1,000 Granddaughte 1,000 Grandson 1,000 Grandson 1,000 Grandson 1,000 ITeM NUMBER .~-"..._~-_._"._".._~-_._-~----_.__.."-.-..~.._-_._--- ---. .__+__........__r___++___.+_. _.._______ ... ---.--... -.-..-~---._".._--~_._.- NAME AND ADDRESS OF BENEFICIARY -----+--.--- .......----.- - +~..... -------~-+..., .-.-------"'. ,. ----~- -~-- --~,------..-+.~.._.~~-_. --...--- B, Charitable and Gavernmenlal Bequesl" 1, Bosler Free Library, 158 W. High St., Carlisle, PA Cumberland County Historical Society, 21 No. Pitt st. Carlisle, PA Historical Society of York County, 250 E. Market st., Yorl., PA 17403 SOS Children's Villages, 1010 Pendoleton St., Alexandria, VA 22314 American Indian Relief, P.O. Box 6200, Rapid City, SD 57709-9979 AMOUNT OR SHARE OF ESTATE 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 _....____________.~._....,._._..,_". .______.,______. ..'_ ____+__,,_.._.____~...._r__~___.___ - (If marl 'p." I, n..d.d, In...' additional ,h.." of ,om. ,1..1 $ 5,000.00 -_..._---_...._._~--------,.----------------_.._- TOTAL CHARITARlE AND GOVERNMENTAL BEQUESTS IAilo enlor on line 13. Rocapltulallonl 06-08-911 WEIBEL 12-02-97 21 97-1030 CUMBERLAND 101 E--^~Ount~:~lft.d~l MAKE CHECK PAVABL.E AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALOHG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiIV' :Uiij- Eif"App- ioii:,'ri- NoficE--oF - i"NHERiTAiicE - TAX - APPRAisEiiiNr;'ALi."owANcE-oli -- -- --- ---- - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HAROLD W FILE NO. 21 97-1030 ACN 101 APPROVED DEDUCTIONS AND EXEMPTIONS: 15,212.64 9. ,Funer'.l E)(p.n~1I,'/Ad... Costl/HiIle, Expens.. (Schedule tl) <<,. 10. D.bh/Ilodll.... L1.blliti.s/L,I.n. (Sch.dul. I) (10) .00 11. Tohl D.duotions (Ill _ ]I;. ~12 64 12. Ntlt V.lu. of To. R.turn 1121 299 , 71 0 . 88 13. Ch.rit.ble/Go..r....nhl B.qu.shl Non-.l.ct.d 9113 Trush (Soh.dule J) (13) 5,000.00 14. Ntlt V.lu. of Esht. Subj.ot to To. (141 _294,710.B8 NOTE I If.n .......ent w.. i..ued previou.1Y, lines 14. 15 .nd/Dr 1~, 17 and 18 will reflect figure. that include the total of ~ returns a.se.sed to d.te. ASSESSMENT OF TAX: 15. A..unt of Line 14 .t Spou'.: ..t. (15) 16. AMount of line 14 t.Mable .t lln&.l/Cl... A r.t. (161 17. A.-unt of Line 14 t...bl. .t Coll.t.r.I/CI.ss B rst. (17) lB. Princip.l T.. Due TAX CREDITS: PAYNENT DATE 02-13-98 15~;<,A), -/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL TAKES INHriRITANC[ lAk DlvtSION DEPT. n060! MARRISIURU. PA 1712140601 NOTICE Of INHERIrANCE TAK APPRAISENENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSNENT OF TAK FRANCES H DELDUCA 10 W HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17013 ESTATE OF WEIGEL T AK RETURN WAS I (X, ACCEPTED AS FlLED I CHAHGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I Est.t. (Sch.dul. A) 2. Stooks end Bonds (Sohedul. B) 3. Clos.ly Held stock/P.rtnership Int.r.st (Sch.dul. CI 4. "oritag.,/Not.. Reoeivable (Schedule D) S. C.sh/Bank Deposita/Hi.c. Peraon.l Prop.rty (Sch.dule E) 6. Jointly OWned Property (Sohsdul. f) 7. Tr....f.r'. (Sohflduln g) 8. Tot.l A.s.ts III (21 (3) (41 (5) (61 (7) .00_ .00 .00 ,00 312.864.33 2.059.19 .00 (8) .00 K .00= 294,710.88 K .06= ---:.!!!. K . 15= (1B) RECEIPT NUNBER AA269757 DISCOUNT (t) INTEREST/PEN PAID (-) 884.13 16,798.52 ANOUNT PAID (j * '1Y.,,~1 II"~ ctHlI HAROLD W DATE 06-08-98 MOTEl To In.ur. proper credit to your aocount, sub_it the upp.r portion of this for. with your te)( p.y...nt. 314.923.52 .00 17,682.66 .00 17,682.66 TOTALTAX CREDI'fl- 17.682.65 BALANCE OF TAX DUE~ .01 INTEREST ANiljlEN~ ______--.:..~O TOTAL DUE .01 -------.--- -~- . If P~ID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN II, NO PAYNE NT IS RE~IRED. IF TOTAl DUE IS REFLECTED AS A "CREOn" (CRI, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" fOR INS1'RUCT1OHS.) nC"J Gii' :1 ;:! IT ~ :l:l :offi. iJ\ 0 ,~ () t: ,.r', .-:J RESERYAT1DHI :-~~ I,j . LJ. . 0' ", E,t.t.. of dacedlnt. dying on or before Daaewbar 12, 1982 -- If any future Int.re.t In~..t.t.\" tren.f~rr" In po.....lon or .,..joy..nt to CI... a (col1.teral) b8.,.flolarl.. of thu decadant aftar "'the".)(pJrafhn 0' eny ..tat. for 11f. or for year., the C~onM.alth hat.by lI)(pr..sly r...rV8. tha right to apprals. and ...... transf.r l~rltanc. 1a)(8' at the IMfful Cia.. B I coUahrall rat. on any _uch future lntar..t. PURPOSE OF NOTICEI 10 fulfill th61 r.qult.pnh of Section 2140 ut tho Inh.,.ltanr.e end [stat. T8x Act, Act 21 of lCJ9S. 172 ",S. Slction 9140 >. PAVMENT I Detaoh the top portion of this Notice and tUbMit with your pay..nt tl) the RIghter of Wllh pdntld on the r.vet.. shlt, --"aka chIck or aOrMY order pa'Jl!lblu to: REGISTER o..~ MILLS, AGENT ftEFUMO (CR) 1 A refund of ft t8x credIt, which was not r.qu..tod on the Tax Return, .IlIY bo r.que.tod by coaapletlng an "Application for R.fund of P.nn'Ylvanle Inh.rltance and Estate 18x" (REVwU131. Applitlatlons are avwJlebl. at the Of'flc9 of the R'Dlst.r of '11111, any o'f the Zl R.v.nue District Offices, or bY call In" the IIp.ciol Z4-hoor an.wotrlng ..rvice rlUIIb.r. for for.. ord.ring: In Penn.ylvania 1-1I00-16ZwZOS(\, outllde P.nn.ylvanio and within local Harrl.burg area (717) 787-8094, 100* (717) 772-2252 IH.5rlng I~oir.d only). OBJECTIONSl Any party In lnter..t not sati.fied with the apprais..ont, allowance or dl.allowanc. of deduotlanl, or a.......nt of tax (inoludlng dl.count or int.ra.t) as shown on this Notic. aust ohj.ct within 5ixty 1&0) da~5 of r.c.lpt of this NOtlCl' bYI -~wr1tt.n prote.t to Ule PA Departlllent of Rev.nu., Board of Appeals, Oupt. i':ll,Jl'~~I, Harrisburg, PA 17128wIDZI, OR ~~el.ctlon tn have the lIIatt.r d.t.rllln.d at audit of tho account of the Pllr.onal rapru.ntt'ltlv" OR --4tflP.al to the Orphans' Court. ADttIN ISTRATlVE CORltECTlOMSl Faotual .rror. dhcov.r.d on thls a........nt lihould b. address.d I" writing tOI PA [)epart..nt of It.venue, lureau ('If Individual laxus, ATTNl Post Aneu.ent Review Unit, Dept. 280&01, Uarrlsburg, PA 171lll-0&01 Phone (717) 787'.6505. S.e page S of the bookl.t .'Instructlons for InheritancfI Tax R..turn for. R..idtlnt Decadent~ (REV.1S01) fo~ an explanation of adllnlstrfttl~&IY correctable .rrors. DISCOUNT I If any tax dUe is paid within thr.. (1) Gal.odor IIOnths aft.r the decedent's oo.tl1, II flve p.rcent (5iO dhClOunt of the t.x paid I, al10~.d. PENAL TV I The 15X tex ..nasty non.particlpatl~~1 ~nalty il c~put.d on the total of tho tax and Inter..t .......d, tnd not puld before J.nu.ry 18, 1996, thfl first dey .ft.r the end of tho .."X lI_nnty pflrlod. Thlt non-partlcipaf-)on penalty I. appealable In the .... .annar and In the thQ 'dO tl.. pariod ltll YOU would app.al the tax and lnt.re.t that has ~.n ......ed .. Indicated on this noUc.. INTEREST 1 Int.r.lt is charged b.ginnlng with Urst day of dellnqueRC:l/, or nino 191 .Gnths and on. (11 d.~ fro. the date of death, to the d.te of pay..nt. laxus "hich b.oa..o delinquent before Janu.r:l/ 1, 1'182 bear Int..,..t .t the rate of .Ix (6%) pereant par annUlI ouloulatad at a dall:l/ rate of .000164. All t1lX.5 which bac..e d.llnqutnt on ~ aftar Jenuarv 1, 1982 .,Hl baar Int.r..t at a rate "hh.:h .,111 vary fro. <lalendal' ~..r to calendar y.ar Mlth that rat. announced by the Pol Dapart.ent of R.venu.. lhe applleahlo int.rest ratn for 1982 through 1998 aral 't!!!: lnt.re.t R.lfl Dally Int.r.st FlKltor :!!!! Intar..t Ratl! DailY Int.r..t factor 1982: 20;': ,Ol)O!l48 1987 9% ,OOOl47 1985 16% .OOOft18 1988*1991 11% .000101 198~ 11% .000101 1992 9% .000Z41 1985 13% .0OOl!'tb 1993-1994 7% .000192 1986 lOt. .0082:74 19I;S.'1998 f)% .000l47 -wlnt.r..t is cl!tlculated .. folloWlll XNTER~T . BALANCE Of TAX UNPAID X NUHBER Of DAYS DELINQUENT X DAILY INTEREST fACTOR ..Any Molle. Issued aftar tho tax beco..s d.linquent .,IU r.flect IIfl lnterut c.lcu18tlon t(J fifl.e'l <ISI daYS be~ond the dRte of the aSIfl,s.ent. If paylt0nt is Il~dfi\' IIft.r tho ll1t".'5t, cOllputfttlon date shown on tho Motlce, additional Int.re.t IIIU.t be calculated. co '1='" o .~., " N CL, a;l .~.. .,. f~3 -, ;, ;) ~') (\)~ a: ~ ...: ~.. .1.1.~ 08 c ~ r; . ('< ;f} ~ 'I .. 0 Ul l,) ~j () i,l '-'1 ..-;{ ,. (11 ." U W (h a. t:~ t.. U N . .- (1) *", \I.) 10 .IJ H .:t: -;;.00 0" t1) "' b 11; :<; -. ~ '0 :'t~ ,.. " ",., :<; . ;: .- " '" .- '2 :<; N :<; :s: 01 'C '" <:: '" ,; " 0 >" 0 f; 1iI '" c: ~ ~ H P ;. ',) :;:: 1& " ~ . Ul H .., 'in '" 1! () '0 0 H 0 <l! oj) !,' 'U U >< ::- ~ .. .L.: .h <.; " ..~ .' !l: '" r-< H .... 'il '-' C "6 '.. .- f.4 :<; P 0 :r: 'I; J'l " ill , H~ ;1; ,!) 0 ::0 ,., " '\;J 'n '" 0 E-< 0 f.4 W'.;J ;: e- m IP " C E-< U p:: ~ 0 t9~ " 1'-: ,:l p:: ::0 0 H' t, .. 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No. 97-01030 Will No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with r~spect to completion of the administration of the above-capLioned estate: 1. State whether administration of the estate is complete: Yes ,/ No ~._--_. --~.__.~,- 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes. /~ NO_._____. b. The separate Orphans' Cuurt No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes__ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date : 9/2/98 CJ \,.- L.(\ d.~ U ~t\ :..:", ~., , fY) I Cl. UJ Vl u "~ t,J (j) co -=", <\ler a:: - f1' ~H R 0(;, . .) (.-.~ - t-;" ) If " \ Signature Frances H. del Duca Name (Please type or print) 10 West High st., Carlisle, FA Addres-;---- - I I 11 / / ! ,( ,/ . ( ( f , .// i . ( 717-249-1323 'I'el. No. x .. Personal Representative Counsel for personal representative Capacity: (MAH: rmf/ AM3)