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HomeMy WebLinkAbout80-00353 . tIJ >I ~ , .' .. ~ tIJ , fa : 0 { I-:l ,': ,~ o\l ~ ! ~ ! , ~ ~ , , ~ tIJ , 'fil ti . ~ i fj' tIJ .. ~ I 0 - 0 " 'b'l. .., \0 . JI 0 z all NO. 21-80 '}C:'" .. ..>.)t..! PETITION FOR LETTERS OF ADMINISTRATION IN THE ESTATE OF """"y~~,~,~~,~.."~,~..,~!,~!~,~~""..",,,,,, nECEASED. To ",MJl.ll.Y",C",,,L:E:W,:l:S,,,..,,, """,,,,,,,,,,,,,,,,,...,,,,,,,,,,,,,,,,,,,..,,,,,""""""""""..""", Register of Wills for the County of Cumberlallll, in the Commonwealth of Pennsylvania, The Petition of '''''' ",U?.!!I [i",f, ,'" ,,)?,;I; ,~9.~,,,,,,,,, .."""""",,, """"""" ",," '" ..,,,,,.. "" """".",,,,,,,, ,,,,..,,, ,,""" '" ,,,""" ,,",",,' "",,'''' ,""" "'''''' ,""',,'''''' respect fu Ily showe lh tha t '" ,Y.ALEJUE" I.. ,,' S'l',I:r. Z E L ,,," ,,,,,,,,,,,,,,.. '" was a resident of ......,~.I},~~,UU&......"......"..,..,....,..,m~o~ ,Cumhe~land County, State of Pennsyl- vania, and a Citizen of United States, and departed this life intestate in the County of ,,,....,.................,,, "C,UI:\I});1!.l,:{/Il.W,p' ,....'" ".. and State of '" J?);:,~/:IR,X);;ji',M'I');Il."""", ..,..", ,..",....".." """.. "....",...".. ,..,,,,........,,..,,,....,, on ..,f.,+..:i-,g,\\y.........."........ the ........"J,R,t!:l.."....,........, day of ..........,,,....MlI.y..,............,....,...., A, D" 19~.Q......, at the age of ..,d,r..., years, That the said ,....y.\\Ml';.E:t,l';..J...,,,..s.'n::r,~~t.,,,,,........,,,.......... deceased, left surviving the following named widow or husband, heirs and next to kin, to wit: Name Louis F. Dixon Relationship Father Residence Elaine R. Dixon ................................................................ ....,..,',l:!!?!:-,~~,!:......"..,",..," 122 Pearl Dr. ,Carlisle,pa.170l3 ................................................................ 122 Pearl Dr.,Carlisle,Pa.170l3 ................................................................ ............................................ ................................................................. .. ....,..y.,~tL;:!'!.Y." ,Ii, ~....P.J,~.?F.\.., ,........' Pamela E. Boles ................................................................ Brother 122 Pearl Dr. Carlisle PA,17013 ....,................,..""""""......,' ""......,.................."'"..,.."..,..........".1..,,.. sister 12608 Pleasant View Court, ................................"..,......, Nol<esvilIe';....ViC..'...."..........'....'.... ................................................................ ............................................ ................................................................ ..................,............................................. ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ That those above named include all of the next of kin, so far as known, The said decedent was possessed of personal property to the estimated value of $.4..,!?!),Q",!),Q............, and of Real Estate, less incumbrance, to the estimated value of $""...:::...Q".::-..,........... as near as can be ascertained. That the said Real Estate in so far as is known is located in ...,/:IOM);;..""............."............................ ........................................................................................................................................................................................ Therefore, your petitioner(s) respectfully apply(ies) for Letters of Administration in the above named estate, ~'-, Dated ..,....!1,~y"....,,,......,,,,...,?,I,,,.....,, A, D" 19,~,9."" '_/, ).~ Signature and Address ...".....",....,,,,......,,,..,,.....,,,..,,,,,..,...,,,.......,,....,',..........,.., Louis F. Dixon of Petitioner(s) 122 Pearl Drive Ca'Hi'SIe';....!l'a';."Ii'tln",.....,........."....".........., ........................................................................................ ........................................................................................ COMMONWEALTH OF PENNSYLVANIA lss: COUNTY OF CUMBERLAND f ,.., ....~~,~,~~..,f. ,~,.. !?~,~~,!}, ,....,,,......,..,,,,,.. .....'" "....',,, .........'.. ...,..".. ,..,'..'"".."..,......, ..,..',...",...., ......, ,...."", named in the above application being duly ........,..~w.Q.+.n.,..........,...."".." according to law, say that the facts set ~,~.~~,~~~Q~:.;..~:~~~..~~,~,l,i,~,~,~~~~,,~~,e ::~e st~b:::i:ee:t of .. ,,,..:,~,~','.'..~~~~~.,,......,,,...........,, Louis F. Dixon before me, ........................................................................................ ...."...."............~il,y.......,........."..,.41., A, D" 19..8.0.... //}}7 /J~, " ..,..'::/lp1.-1.#~....'>.:.r..:.., '" l'!.~~/":"""",, (/ RegIster ~lay 28, 1980 ........................................................................................ Filed: ......................................................................... "..".....""......"'''..."..".."....'''.".......''''.....".............,;~~ James D. Flower, Jr. ~~ Attorney: Myer,s",My.er.S,.F'1:owe:t""S;'''J"Cillifson (over) ''"' c:- - " "- , Co.. " I ll_, ...-< C r- : (::1(, I ;'~'.. ...., ld'.' ~ 0: o. 1;'i.J 0::1.1. oci ~. :;;I~ '-',-" ~'" N i_LJ~ ~ ..J <.:> E' S't" - (lcf -/ If . , COMMONWEALTH Of PENNSYLVANIA '\. COUNTY Of CUMBERLAND J 55: LOUIS F. DIXON __.-------n-"--- being duly sworn _ according to law, do poses and says that h. is Administrator __.__---- of tho Estate of Valerie L. stitzel lat. of ..th!;L J;\oJ:'ough._o:L Car 1i~.1e", ,__ --, Cumberland County, Pa" d.c....d and that the within is an inv.ntory mado by Lou:!-jL,F. Dixoll._ .--- -' the soid Administrator 01 the entire estate of said deced.nt, consisting of all the p.rson.1 prop.rty and r.al estate, e.c.pt r.al .state outside the Commonw.alth of P.nnsylvania, and that the ligur.s opposite .ach item of the Inventory r.present it's lair valu. as of the date of d.c.d.nt's d.ath, Sworn to end subscrib.d b.for. m., y:/, +. .<J.~/-<ry- ~L ' F D .Encutor . ^/minbtr.tor OUJ.S ,. J.xon 122 Pearl Drive Februarv / 7 1981 ~A ,: ,o,IJ~:--1f("-,.-\Q NOTARY PU8L1C Carlisle, Cumberland County My Commission Expires March 26, 1981 Carlisle, Pennsylvania 17013 Addrt" Date 01 Death 16 O.Y Mav Month 1980 Vear INSTRUCTIONS I, An inv.ntory must be liI.d within thr.. months alt.r appointm.nt 01 p.rsonal r.pres.ntativa. 2. A supplement inventory must be liI.d within thirty deys of discovery 01 additional assets, 3. Additional sheets may be attached as to personalty or realty 4, See Article IV, Fiduciaries Act 011949. Q) M a III 0 ....l III M a l-I .a III -0 0;;; 0 ~ H U tj w ~ .. ~ M ~ 0<:' < '" "" .. <S '" ltl W E-< 0 .. ... I- U M 0 II> H .. D l-I I 0 w 0<: w E-< .a c '" Q) =- :r: tIl g 6.;)' .. ~ 0 I- ... ..J L1. .; ... c co Z I- 0 ~ I ..J ~ 0 . 0 ... M 0 L1. '- t M W 0 <( H l-I i "" ~ 0<: N Z 0 . 0 ~ !Xl c III C " -4 - II> Z H 0 l-I 0 0<: p:: Q) u Q) z w <( ... ... ~ .a -a ~ .., c y .. . - ;:: :> 0 .. III I .tI -a ... l-I .. E Q) I ... " ..! 0 ~ .. 0 ..J U ii: '" '" -; l,., <? c. :,..;,..., W 0\ '.. c ", d ~w I.),. :::.R u. a:: 1:')' 'X~ CI~-' - n.-, C':.o;. \J.J~I J ex:. Ow CO- e: o:~ 'co 0", "":I: '-'w ~::> ~'" iii 'j'-' <.) .:Jr......... ;},J ~ II - &:5 - I * ~- /,f- i'/ , RCC..33 14..731 COMMONWEALTII OF PENNSYLVANIA IlEPARTMENT OF REVENUE BURE,\l1 OF COUNT\' COI.I ,ECTIONS RESIOENT OECEDENT.I' lll.k ,).(1\" r L 19\~L COUNTY OF __<:~MBERLANI2-_ IMPORTANT: ThiN rcturn lII11SIIH' elllllpll'lcd illtlt~laillllUl filt'\1 in tlupliclIlt:, wilh 1111 llllllChcd, with lhe Itcltistcr of Wills or the ('oUllly where decl'dl'lIl U'Sl\\l't!i Itl'tml1 is \llIl' within ninC mOlllhs nl'lI:r dntc of dCllth, unlcsH Illl cxtension hi Hrllllled hy Ihl' Scnclllry Ill' ltC\ll'IUIl'. (St'l'!i111l 70.\ 01 Iln: Inlll'rilllllCL' illld Estate Tu:< Aet III' 1961.) _ -..-..-.----..-.- VALERIE L. STITZEL } ,IFFIIlAVIT Ill' ..._' KXIIDOUOK AI1\IINISTltATl)R County IN TilE I\,\TTEII OF '1'111' I',STATE Ill' lSTATE FULL NAME OF DE<.:F.DF.:"lTi.----~- Lola of CUMBERLAND -........--' _.- , PENNSYLVANIA } '" CUMBERLA.lli>_...--' LQJJis.....r.~.DiXQn_..._. AdministralOr of the estate of !he aboye-namod decedent belnt;! duly sworn, depolo Statu 01 County of ~l'1m< ond fooy Decedell' died M~y 16 (MONTHI Nome and addreu of attorney or } other authorized repruentotlve to whom all correspondence should he mailed. , I 'J alL-{l<I>XOOXli*]l;l!:XIIHl<iKl){ItK-ll>K~KXHH~~") (yEAR) intestate (DAyl James D. Flower, Jr. 1 West High street, Carlisle, pennsylv~ni~ 17013 That us such Administra.t.QJ:'_dclmtWnt is familiar with the un'airs of said estatc and the property constituting (EXECUTOR-ADMINIST 1"\11 TOR) the asscts thcrcof and thcir fair market valuc. That at thc timc or dcath there was no l'i:\fc deposit nux rcgistcred in deccdc,nt's individual name, or jointly with, or as agent or deputy of anll.her, or in deccdent's individoalname, with right uf access hy anllther as agentllr deputy, with the exceptioo of thc following: - NAME AND ADDRESS OF BANK OR OTHER INS11TUTION IN WHICH DECEDENT RENTED A S_~FE DEPOSIT BOX THIS SAFE Dr::POSIT BOX RENTED IN NAMF. OR NAMES OF RELATIONSHIP OF JOINT HOl.DERS TO DECEDENT NONE That the contents of said safc dcposit nux or boxes are itemized under Schedules with the exception-of the follo\\'ing, for the reasons hereinafter set forth: of this return, Thai Schedule A attached hereto and made part hefeof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which deccdent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real I'fol1ert)' at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and bonk and page of record thereof. It also sets forth in the columns provided therefore the as~essed valuation of each of said parcels, the estimated market value thereof as of date nf death of deceden., That Schedule B atlachcd hcretn <lnd made I'art hereof scts forth fully Ilnd in detail all personal property whercsovcr situated owned hy the decedent llt lhe time of death; all moneys left by the decedent at the time of death, whcther in decedent's immediate possl.:ssion, standing. to decedent's credit in banks of deposit, savings banks, trust companies, or other institutinlll'i, whether individually, or in trust for any other person or persons giving alsll sel'ara.ely the accrued interest thercnn, if any, down to the last interest day prior to decedellt's death in the case of savings hanks, and 10 the datl~ of dccedent's death in all other caseSj all bonds, postal savings, treasury certificates or Il(\tes and other evidence of indebtedness of the Unttcd Stalcs to the de.. cedent; all obligatimtl'i, whether by slatulc nr agrcement they arc desig.natcd as tax free, of the United States, or any sll1tc, or political subdivisiun thereof, or of any foreig.n country, which are owned at the time of death; all wearing apparel, jewelry, silverware, picturel'i, books, works of art, household furniturc, horscs, carriages, automohilcs, boats, and any and all other personal chattels or whatsoever, kind or naturel left by decedent, together with the raidy e~timillcd market valuc thereof; all honds and mnrtgagcs held by decedent and or all claims duc uno ,,"'ing dCl:cdent at the time nr Jeath, ~nd all llromis:.;ory notes or other instruments in writing for the payment of muney of which decedent died possessed, of whatsm~\'er nalurc, with inlcresl thereun, if any, giving the face v.liue and estimated fair market valuc tIH~reof. llnd if such estimatcd fair'll1nrket value he less than the face value, it scts rorlh briefly the reasons for such depreciation as to each item; all moneys payable to the estale from lire insurance policies carried hy decedent; all annuity and endowment contracts the proceeds of which were payahlc uron the dcath of Ihe decedent; all and the corporate stocks and dividends due thereon and unpaid as of the dah,~ (If dealh, bonds and accrued interest thereon to thc dale of dccedenl's death and olher inveslment securities owned hy the decedent at the time of death, wilh the market value therc. of at such limc. 11\ tlw enSf! 01' SIH~lIrll.les of' clllse or f'lllully eOI'Ilf)I'Ilt.lon~, tilt! vnlllHS reJlorLI~lI lire mi ('Elr ns pnHslblp sllhst.llllttlltf'Il lJr f'lnllllcllll S1.III.I'IlII'lllS 01' till.' enrpol'Ilt.lollS, showing t.l1P- flss(~ls IIlId IlnhJ.l11.tes t1wrcol' IlS 01' tlll~ dllll' (II' dculll. Thn seiledulfJ nlHo !wt,s f'ortlL tbe lI\t.erma of' dnccllenl. Ill. Ull! t11l1P. of' th'nth In IUl~' cn"pnrtIH~rshlp or hustness, nlld III SUPPO!'t of' tile Vllltll! 0(' stich Int.erns!. l.1uJru Is IltlTlexfHl 1.0 snltt sehellull1, l'll1lllH'llll st.ntellll!llts shnwlng;tllcnss'_!t.s /lnrt Ilnhtlltles of' slIlrl en-plirl.TlHrshlp or tlllSlllrJSS. ^ copr 01' t.I1P r.n-pflrtncrshtp nJJ;rnenll!nt~ (If nrnl, Il stnt.nmnnl. sl'ttlllJ.!; "orth till' nHlllre of' the ll~rl'l~rn(JIlt.) togt!t111'r willi II slll.l.ellll!l\l setting; f'ort.h lhe ChUI'licl.(Ir 01' tll,' hils I Ill'SS, Its IOCllll.llllI, null nllch ot.her f'llct.s p('rtRinlll~ to tlm husJlwss liS mil)' he IWl'l.lnent to Il f'ttlr /lnd .I11St nppralsllI 01' t.ile lleccltmlt.'s intf!rl.!st thl'rf!11I 1I111sl1m slIhmltlf'!rl. It sllfl\lld nIso set forl.h in ItomlzfHl f'orm, tng;t'!l.Imr with t.Il(~ ('air mllrkot vnllle thereof', I\ny other llrOpf!rt;y oWlIf'!l1 or bequeathed hy the c1ec('dcnt lit tile U,"l~ nl' dl!lltll. The Schr.?dule C Ilttnche<l hereto unci mlldc ]llll'l Iwreol' sets forth II t.rlle lll\swer t.o eucll inqut.ry contl\t.nerl therein utili ill t.he eRse or t.!'llllsfers ofprollCrly, reul or persofllll, wi thin two ycmrs of rll~eedent' s death, tn contemplation of' ctocf!(hmt.' s denth, or Int.cf1(lecl t.o t.Jlke f!f'f'nct. In possession or en.loyment nt or after cteRth, suid schedule sets fort.h the nnture IlIHI vnlue of' sHch prflperty, 1.0 whom trnnsferrert, the relationship of the trunsferees to the decedent., the proportion/lte share received by cnch transferee and all other fRets of' R pertinent nntllre regnrrlinp; slIld l.rrlnst'ers. In t.hp CRse of' trnnsfers intenrted to tuke effect in possession or enJoyment Ilt or ld't.(~r rlerll.h, there is also nt.lllclml1 t.o the sclledule li cony of the deed, trust. agreement Qr other inst.rument crellt,lng t.l1e t.rust.. T"cr"~ is also set fort.h in said schedule 1\ list of 1111 propertJ', relll nnd personal, with its Vllluc, w11ich 11l1:"::ses Ill. decedent's rlenth hy virtue of the exerc.t8c bJ' decedent, either individunlly, or .Jotntly wi th IlIlot.her, or any power of uppoint- ment vested1ndecedent, either indlvidunlly or Jointly, hythe will, lleccl, or other instrument of another, with a copy of the instrument ereut.ing such power nttached to the sch(!(lllle. That SCh(!dul(! D attached hereto /lnd made part hereof sets fort.h th(::! nlimes 11111'1 addresses of nIl persons beneficially interested in this cstlite Ill. the time of' decedent} s death, tile nl1ture of their res- pective interests, their relationship, if finy, to the decedent, tngether with the nges at the time of decedent's death of all minors, nnnuitant.s and benertciRries f'or life under rIecedent's Will. It also contains n stAtement showing which of the heneficiurles nllmcd in the rtececlent's will, I.f Ilny, died prior to decedent, the dates of their dCllth, their issuc, awl the rellltlollRhip of such issUl~ to the heneficiary. That S.:/1edule E attached hereto Rnd rnnde n pllrt hereof sets forth 1111 property, real unci per- sona.l, owned by the decedent jointly with another or others, incllUUng l.nlnngtble, stll.ndlng in the nllme of the decedent and others, plus the date and plnce of record of instr\unents effecting the vestiture of real estate and the date of ncquisit1.on of personalty, plus the name, (lddress llnd relationship, if any, of co-owners to the decedent. That Schedule F attached hereto Ilnd made Il lJllrt hereof sets forth full~' llnd in detail ull debts und deductions claimed for Ilnn on behulf of' this decedent's estate, incl1Ht.tng funeral expenses pllidj famil~' exemption, where applicable; costs of administration of this estatej counsel fees and f'udiclnry's conunissions paid or to be pnid; cost expended for burinl trusts, tomhstones or gravemllrkers, Ilnd reli- gious services, In consequence of the death of the dHcedentj debts Ilnd clRlms owing nnd nnpRtd at time of death; taxes accrued chargeahle for period prior to decedent's dell.th (excl~pt t.hose llllowed unller Section 651 of the Inheri tance nnd Estnte Tax Act.); t.oge ther wi t.h II S ta t.omen t 0 f call n torlll pI erlger! f'or obliga- tions, if any. It is agreed thlit the f'idllct.llry will present proof' of su.tcl claimed o1Jl1J.!;ntions u1)on re- quest, that if the llnlOnnt. llCtUl\l1J' pntrl 1n sett.lement of nny fee, 'commission or debt 1s lp.ss than the estimated nmount cll\lming Ilnd allowed, that the slime will he reported to the Ilegister of Wills, Bnd that the emount of tax Ilssessed enn he rcnssessec1 in accordllnce therewith. That the totals of the appropriate columns in Scheflules "A", "B", hnvH heen cnrried forwnrrl and properly registered in Ull~ SUlTUT\/iry. 11- Subscribed and sworn to before me this ...../.'!............ "e", "E", lUul "F" ns di ree ted therein, d f February ......73/......" , ay;7, <~l .. O~,L1.dL a,I...<:,..,.tM, -{""'. .<.,J:..,' NOTARY PUBLIC Carlisle, CumbC':rlond Counly My Commj~:.ion Expires March 26. 198 I 19....,81 ~J~~fo~~j=--- 12 2""pea~~t;.~~~:,;;b;r"..'..""......'"...."..''''' Carlisle. PA. 17013 ..'.......' ,..........,..'...."..' (City or Town and St4tc) NOTE: Defore sJgllllq~ uffil!nvlt mnkp surl~ nll hlllllk slHwes III tli,' nff'idll\'1t. Hill! scl1(>dllll~~ nnnexed Ilre f'illell in wit.1I det.l11ls or the word "None", /llJ/l In CllSP. the IIssPls illelwlt~ rlll'C hJllI 11111isted securities, securities (If close or t'nmll)' corporlltinns or IIIl IlIlt~rl!st In an)' eO-JlIil'tnerS:hil' or huslness, thut the rluta Imll stnt.emellt.s rellufrer! miller tht~ 1'1lruArllph n1!o\,I' rf'lllttll~ 1.0 Sc'h..rtlll,~ "U" Ilrp. nttnchefl. ,\lso make certain thnt column #1 in t.he "RuIlIn/lr~'" hIlS h,~p.n prop.'rly cnmpll~t"d liS flhoVI'-lltrected. U.S. BONDS SERIES "E" - FACE VALUE $25.00 DATE ISSUED VALUE 5/80 TO WHOM ISSUED 8/29/77 $21.14 ,/ P.O.D. Michael W. Stitzel 11/77 21. 14 ,/ P.O.D. Michael W. Stitzel 8/78 20.35/ P.O.D. Michael W. Sti tzel $62.63 11/78 $20.10- p.O.D. Louis F. Dixon 2/79 19.85- P.O.D. Louis F. Dixon 5/79 19.61/ P.O.D. Louis F. Dixon 8/79 19.36/ P.O.D. Louis F. Dixon 11/79 19.13' P.O.D. Louis F. Dixon 2/80 18.94 - P.O.D. Louis F. Dixon $116.99 . ,'RCC-37 (12-63) COMMONWEAl.TIl OF rENNS\,\'LANIA TRANSFER INIlEHITANCE TAX RESIDENT DECEDENT SCHEDULE "I)" IlEl\EFICIAHIES l1!o.. .~~~ '~~ -- ~,. BENEFIr.lARlES AND ADDRESSES IUo:LATJONSIlII' SUHVIVEIl <If step-children or IlATE INTEIUo:ST OF state full names llnd llddrcRsCs of 1111 who illegitimate children m:CEIlENT {)(o' BENIWICIAHY u'\'c an interest, vested. contingent. or other tlrc involved, set STATE YES IN ESTATE wise in estate) forth this fact.) OH NO IllllTIi Louis F. Dixon Father YES Over 18 1/2 residue 122 Pearl Drive carlisle, PA. 17013 Elaine Dixon Mother YES Over 18 1/2 residue 122 Pearl Drive carlisle, PA. 17013 Michael W. stitzel NONE YES Over 18 $2,197.63 329 North Hanover Street Carlisle, PA. 17013 , , Bellonent further SflYS that ull the Ilbove-nllmed heneficiaries arc livlnp; III this time except below: NAME DATE OF OEATIl NONE RESIDENCE " - Q , ~~... ~ " " .. ~c: 'E'~ e .-.. =' e~- "00.8 < e. ~ 0" QU'll --t: ~ ~ Q .Il e 0. ~ &! Real Property Personal Property Transfers ............,' SUMMARY ,(Sch, "A") ,(Sch, "B") ..(Sch,"C") ,,,....' ".......,........ Cross Taxable Estate ' ' , f- J z :; ~ ,~ ..l ~ - ~ ..-. 'j\ ..: ~ A '" '" - - ..: -<: " !ll: ~ I>< 'S "" "" 0 " "" '" ~ ~ -<: ~ l.:i ;., ..: l-' '" Q ~ " 0 ~ :I: ... .-. " z: 0 Ii; " Z f- '" < t:.. l.:i - ~ ---- 0 0 " ~ ~ 0 0 "" '" ~ " 1.01 '" !: - ~ Cl: .b 0 " '" -<: - l:' 0 'S :;, 0 ~ - 'e OJ E - is is ':':"t:: .:i :::"'f. U U (1) (As n"Jl"rt"d) $ $, ' $" .. $ ,....' $.."'.. ".. $", : (2) (As Ddcrl11illcd) $ $ $ $ $ $ I \ \ ~ ~ ~ ::; ..:l ~ ~ ~ ~ f:l ~ fil '" ;:l . ~ ..:l <: " ... ~ ..... ..... u Z ~ ... 0 ..... ~ ~ ... ~ 0 ~ t) 0 - I:.. I:.. 0 !i; 0 '" z 0 ~ '" ;>< l-< 0 ... ~ z z ~ l-< ~ z :l 0 ... 0 ~ z ~ ~ ~ z ::; Z l-< Ci ;:l u ~ z ... ~ '" ~ 8 0 :l ~ ~ Ci '" INI'O.RMATION To insure proper cradit 10 your account, ,no nnme ul 'he es"'te and file number should be clanrly print. ed on the check. or monGY nrder. This essessmnnt is mado in nccordanco w:th Sec,ion 708 01 the Inheritance and ESlate Tax Act of 1961 (72 P,S, ~ 2465.708), To the exten' thot inheritance tax is paid within throe (3) months alter the death of the decedent, e discount of five (5) percent is allowed 172 P,S, 3 2465,716), Inheritance Tax, other than tax on a future interest, is due at the date of the decedent's death and becomes delinquent at the expiration of nino (9) months alter the decedent's death (72 P,S, ~ 2485.711), Inheritance Tax on a future interest is payable within three (3) months alter the transfer takes effect in possession and enjoyment and is delinquent therealter (72 P,S, ~ 2485.712), Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: --------------------- ---------- ---------------- - - ---------,-------- -- -- --- -- 1 month ,005 4 months ,020 7 months ,035 10 monthS ,050 2 months ,010 5 months ,025 8 months ,040 '1 months ,055 3 months ,015 6 months ,030 9 months ,045 12 months ,060 1 days ,000 17 11 days ,00186 21 days ,00352 2 days ,00034 12 days ,00203 22 days ,00369 3 days ,00051 13 days ,00220 23 days ,00386 4 deys ,00068 14 days ,00237 24 days ,00403 5 days ,00085 15 days .00250 25 days ,00420 6 deys ,00101 16 days ,00267 26 days ,00437 7 days ,00118 17 days ,00284 27 days ,00454 8 days .00135 18 days ,00301 28 days .00471 9 days ,00152 19 days ,00318 29 days ,00488 10 days .00169 20 days ,00335 30 days .00500 --------------------- --- ---- - - --- ---- ---- --- -------- --- --------- ------ Any party in intereSl, including the Commonwealth and the personal representative, not satisfied with the essessment may object thereto within sixty 150) days alter receipt of this Notice as provided by Section 1001 of the Inheritance and Estato Tax Act of 1961 172 P,S, ~ 2485.1001), Make check or money order payable to: "Register of Wills, Agent" Mail to the address listed below: Form RC C .10 ':)1 [/1 ... ,..., "\., -0 U-3~;5 OEOUCTIONS AL.L.OWED IN OFFICE OF TME REGISTER OF WILLI Cumberland 0' COUNTY AND AGENT 0" TMI COMMONWEALTH ~{gH~ATEMENT OF DEBTS AND DEDUCTIONS FFP 1 P, A9 :[1'1 THE SUM OF ..., "" . 3j-~(),1I, 1/1_1-01 :~;1~~~e_~~': _~ /.Lf' Regl. or Willi. III 1 . I ~"." " " .. ' ESTATE OF Valerie LCU~lilt'zelt' .An OF the Borouqh of Carlisle DATE OF FILING APPRAISEMENT DATE OF DEATH Mav 16. 1980 DATI!!: NO, 0' VOUC:H511l NAME OF PAYEE REfrtlARKII AMOUNT Register of wills Register of wills Register of wills Re ister of \'Iills The Evening Sentinel Letters of Administration 17 00 six short certificates Filing Appraisement,Invento Y 6 00 9 00 Filin Account Advertising Letters 00 Cumberland Law Journal Laura A. Bistline Advertisin letters Notary Public fee 18 00 6 00 Pa. Dept. of Revenue title and re is ration scar 9 00 Pa. Dept. of Revenue Taxes owed by decedent at d ath 16 50 The Bon Ton Sears Debt owed at decedent's Debt owed at decedent's dea h 23 50 Hoffman-Roth Funeral Home Funeral Bill Myers,Myers,Flower & Johnso Attorney's fee 2,062 63 925 00 COSTS IN CONNECTION \'11TH LI IGATION ON BEHALF OF ESTATE: Cumberland County Protho otary,filing fee for compla nt Cumberland county Sherif ,service fee c:: Conrad M. Siegel, Inc. Actuarial Service 25 50 12 45 68 16 200.00 TOTAL 3,500 71 CO....ONWEAL.TH OF PENNSYL.VANIA COUNTY OF Cumberland I, Louis F. Dixon }.., MY KNOWL.EDGE AND BELiEF. THE ,OREGOING 18 A JUST AND TRU E IrATEMENT Oil' DEBTS, AClMINIBTAATION IUBMlnlD TO THE EST"TE 0" al r' . S . INHERITANCE: TAX "URPOIEl. IURESY CERTII'Y. THAT. TO THE 8Eer 01" FUNERAL EXPENSES AND EXPENSES 01"' ORelA.ID. AI DEDUCTIONS ,.OR -(I.- IWORN AND IU..CRI.It! 8111'ORE MI T.I 17~--- DAV'oi ") , /..... ~.~ (f.>..t. /,.....,~~ NOTARY PUBLIC Carlisle, Cumberland COUl,l)' My CommiS,$ion Expires Morch 26, 198\ 'V"- CL. ..) '0- (:- ~, ,,, ;.,'.. , S Cl',~ C' 0\ I;.' . l;~ C;. c.;- o:[ ~nU es::> ~:.=~ l.l_\':. CO .... ".~ "=< ell J - Cl....J 6 0:. C'1"':e:::: \J..ll'''! Ow ot; ~ 'co "'-, "'z 0", "'::> Uw - 'ju l:ia:: !Xl '-' ..____ __ ~__ _"" _ "D:JI[.__....... """'" r-,", _Ai --. (REV: f.a'Ex,t\(ft".:'r,>':(~;\i,\\.t!-,;::'r'::\:,,~\'.:_,.~:;"','.''-',::, '. . . ,':, ,. ':'. . ' I ,}Wi';:i~\,>;};;;:.,<,,:\ "C:P~II1!()N,^,EALTHOFPENNSYLVANIA' , ,.,,' : "S9S98;c""""""'" "DEPARTMENT OF REVENUE, ' ' , " " \l;tr-iil:j';'fl~';;:~"!;!\i#FF'CiALRE,~E'fli'~ PENNSYLVANIA ,I,NHERITANCE AND ESTATE TAX S f I FROM i,..... : '! ,AOORESS TAX AT 6% Louis r. Dixon c/o Myers, My..., Flower & TAX AT 15% yIi'\XAT_% 1 West Iligh street la~lisle, Pa. 17013 ESTATE TAX 2,598.67 TOTAL TAX CREDIT '--ESTATEINFORMATiON:-ffilY-l~-;-T~OO---- DA TE OF DEATH 21-80-353 , FILE NUMBER . OATE OF PAYMENT Deoember 18, 1981 LESS DISCOUNT PLUS % INTEREST (FROM To_I m Cumberland COUNTY fI":'II .--------------------- ---- ---- ---- ----- ~ Valerie L. Stitzel NAME OF OECEDENT TOTAL AMOUNT PAID 2,598.67 POSTMARK OA TE REMARKS: , PAID ON ACCOUNT ~ SEAL RECEIVEO BY " 2' '''1",' J ..' I " , i),.. ,.. / / )A;/ , ';J (;(/1"(./' , f "SIGNATURE t REGISTER OF WILLS ----_._-----~._'- " RlV.1SOOEX+(H'1 W , COMMONWEA~NSYlVANIA DEPAItTMENT OF REVENUE IUllAU 0' (!lAMINATION Il"R~'lS~uftg~p8J,,111105 INHERITANCE TAX RETURN RESIDENT DECEDENT FiI. Numbor d. \ - ~O- O~53 Decadent's Address DECEASED Soci.l Sacurity Number :~:d.\D -~~'l~D:L CHECK 1, Original Raturn 0 APPRO, PRIATE 2. Suppl.mental Raturn [KI 3, Ramainder Return 0 BLOCKS 4. Lifa Estata 0 5. Fed"a( Estate Tax D Raturn Rcquired, 6, Dacadant died test,ta D 7. Dacadent maintained a living D 8, Total Number of safe D (Attach copy of Willi trust (Attach copy of trusll deposit boxes invantoried All correspondenca and confidential tax information should be direct.d to: wVC ~, b. \'1D\3 State Zip Racapitulation 1. Real Estate (Schedule A) ( 11 2, Stocks and Bcnds (Schadule 8) ( 2) 3, Closaly Held Stack/Partnership Interest (Schedule CI ( 3) 4, Mortgages and Notes (Schedule D) ( 4) 5, Cash & Miscellaneous Personal Proporty (Scheoule EI I 5) L\-3j 31 \.\ 't RECAPIT. 6, Jointly Owned Property (Schedule FI ( 61 UI.ATIDN 7, Transfers (Schadule G) ( 7) B. Total Gross A~ets (total lines 1-7) AND 9, Funoral Expenses Administretiva Costs/Miscellaneaus Expenses (Schedule HI ( 9) TAX 10, Debts/Mortgages/Liens (Schedule Il (10) 11. Total Deductions (total lines 9 & 10) 12, Net Value of Estate (!ina 8 minus line III CALCU. 13, Charitable Bequests (Schedule J) LATIDN 14, Net Velue subj"t to tax (tine 12 minus line 13) (81 L.\-~~\\.\~ 1111 (12) (13) (14) Computation 01 Tax 15, Amount of line 14 taxable et 6% rete (15) Iinclude velues from Schedule K) 16, Amount of line 14 taxable at 15% rate 1161 linciude velues from Schedule K) 17. Principal tax due (add tax lram line 15 plus lax Irom line 16) 18, Total Prior peyments: (a) Amount Paid (b) Plus Discount (c) Minus Interest 1181 19, Belance Duelline 17 minus line 18) Make Check Pay,ble to: Ragister 01 Wills, Agant ... PLEASE RECHECK MATH'" x,06= x,15= (17) (19) Under penalties of perjury,l declare that I have examined this return, Including accompanying schedules and statemants, and to the best of my knowledga and belial. it is true. co ct, and complete. Declaretion of preperer other than the personal representative is besed on all inlormation 01 which preperer has any knowledge, 'f II i./ / !' d-- ADDRESS I "OATE ...... SUPPLEMENTAL /1-03-; *' REY-UDc'-aol COMMONWEAL TH OF PENNSYL VANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT AFFIDAVIT OF FIDUCIARY (In.tructlons on Rove..e Sldo) Dote 01 Death Ml,y 16, 1980 Social Security No,,";:'<C, -J'4 .73tJ~ Bureau File No, (CITY) (STATE) (liP) Coun ty FiI e No. 21-80-353 1. Decedent died: (l( ) Intestate (without 0 will) ( ) Testate (leaving 0 lost wi II--copy attached) 2. Is the liling 01 a Federal Estate Tax Return required lor this estote? 3. Executor/Executrix (l() Administrator! Administratrix Yes_ No l( Name Louis F. nixonr Anmini~t-"';:Irnr Address 122 Pearl Drive Carlisle, Pennsylvania 17013 ICITV) (STATE) (ZIP) 4. All correspondence should be mai led to ( X) Attorney ) Fiduciary, .~, '.~, 0; ,'" ;:.0:::0 n{T'1 ",'" :j.';;lO .:..{=' ~ "l~ . r '~':l I : -,':;, -.J "' T ~ S. II on attorney is representing the estate, indicate: Nome James D. Flower, Jr. Myers, Myers, Flower & Johnson Address 1 West High street Carlisle, Pennsylvania 17013 (CITY) (STATE) (ZIP) List all sale deposit boxes registered in the decedent's individual namer or jointly with, or os an agent or deputy 01 another, or in decedent's individual nome with right 01 access by another as agent or deputy. Include the nome and address 01 the bank or other institution where the sole deposit box is located, the nome (s) in which the box is registered and the relationship 01 the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEOENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHiCH SAFE DEPOSIT BOX IS REGISTERED RELA TIONSHIP OF JOINT HOLDERS TO DECEDENT NONE Under penalties 01 perjury, I declDre thot I hove examined this return, including occompanying schedules ond stDtements, and to the best 01 my knowledge and beliel it is true, correct and complete. ~ i, ~ ~;'/fS2- SIGNATURE OF FIDUCIARY DATE /" -, PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file a return: " a, The personal representative of the estate of the decedent as to property of the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acqui re knowl edge; b, The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provirJed Ihatno separate return need be made by the transferee of property included in the return of a personal representative, 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided, 3, TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and grantea by the Secretary of Revenue within the nine-month period, 4. FAILURE;-O FILE RETURN Section 791 of the 1961 Statute provides that" . , ,any person who willfully fails to file a return or other report required of him, . .shall be personally liable, . ,to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law," 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchiidren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others, 6, PAYMENT OF TAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter until payment is made, All payments received are first applied to any interest which may be due with any remainder applied to the tax, IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED, All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue, 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect antil the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax, 8. FILING OF FALSE RETURN Any persen who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both, '4 ..-...... SUPPLEMENTAL REV.451 (1.80) COMMONWEALTH OF PENNSYLVANIA . OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY (Instructions on Reverse Side) Estate of VALERIE L. STITZEL '* ESTIMATED DEPARTMENT , ITEM DESCRIPTION UNIT MARKET VALUATION NO, VALUE VALUE (OFFICIAL USE ONL Y) 1. Net settlement of a Survival Action Claim pursuant to 42 Pa. C.S.A. ~8302. (Suit was marked settled and discontinued September 24, 1981) $43,311.14 . , TOTAL THIS PAGE 43,311 . H , I REV, 1547EX (1-82) / BUREAU OF EXAMINATION NOTICE OF INHERITANCE TAX ASSESSMENT V PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT, ALLOWANCE OR OISALLOWANCE CONTROL NO, 101 P,O, BOX B327 HARRISBURG, PA 17105 OF OEOUCTIONS, ANO ASSESSMENT OF TAX OATE ESTATE OF STITZEL VALERIE L FILE NO, 21 OATE OF OEATH COUNTY CU NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, AGENT," IF TAX PAYMENTS ARE MAOE WITHIN 3 MONTHS OF THE OECEOENT'S OATE OF OEATH, A OISCOUNT OF 5% OF THE TAX PAlO MAY BE OEOUCTEO, JAMES D FLOWER JR ESg I W HIGH ST CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE ~~!~~9~Q_~1~~~~-------------------------------------------------------. NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS ANO ASSESSMENT OF TAX ESTATE OF STITZEL VALERIE L FILE NO,21 80-0353 TAX RETURN WAS: 1 X ) ACCEPTED AS FILED APPRAISEO VALUE OF ESTATE: 1, Real Estate (Schedu'e AI 2, Stocks and Bonds (Schedule BI 3, Closely Held StocklPartnership Interest (Schedule C) 4. Mortgages and Notes (Schedule D) 5. Cash & Miscellaneous Personal Property (Schedule E) 6, Jointly Owned Property (Schedule FI 7, Transfers (Schedule G) B. Total Gross Assets APPROVEO OEOUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) 10, DebtslMortgageslLiens (Schedule II 11. Total Deductions 12, Net Value of Estate 13, Charitable 8equests (Scheduie JI , 4. Net Value SUbject to Tax ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6%, rate , 6. Amount of line 14 taxable at 15% rate , 7. Principal Tax Due TAX CREOITS: PAYMENT DATE RECEIPT # DISCOUNT 1+1 INTEREST H 1.32- 342.07- 02-17-81 12-18-81 000493 069899 THIS ASSESSMENT IS BASEO ON: 1 SUPPLEMENTAL RETURN NO INTEREST IS OUE IF PAlO BY 12-18-81 IF PAID AFTER OATE INDICATED SEE REVERSE FOR INSTRUCTIONS, ACN 101 OATE 06-08-82 I CHANGED ( 1) ( 2) ( 31 ( 4) ( 5) ( 6) ( 7) .00 .00 .00 .00 43 / 311.14 .00 .00 ( 81 43.311.14 ( 9) (10l .00 .00 (11) (12) (13) (14) .00 43.311.14 .00 61,205.09 115) 1161 15.696.32 X,06= 45.508.77 X,lS= (17) 941.78 6,826.31 7,768.09 AMOUNT PAID 951.17 2,598.67 TOTAL TAX CREOIT BALANCE OF TAX DUE 3,206.45 4,561.64 (If Balance Due is less t1'!an $1.00 no payment is required) RETAIN THIS PORTION FOR YOUR RECORDS I i I , i i ! I , , i I RECORD~n.,,'- REm"" '82 ,JlI"! 17 1'1') '/' &l f ,::~J, . o!f ~ '1.'1, I',. (:(:j'1;.\(ril ,\ ~H INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance clnd Estate Tax Act of 1961 (72 P,S, section 2485), If the tax is paid within three (3) months after the decedent's death. a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2.000.00 is in a delinquent status from 3-3-80. and payment is made on 5-23-80. the interest is calculated as indicated below: STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate of interest. STEP 3 Add the interest to the balance of tax due. Interest from 3-03-80 to 5-23-80 Results in: Balance of tax due Rate of interest INTEREST $2,000,00 x ,01335 $ 26,70 8alance of tax due $2,000,00 Plus Interest to Oate of Payment (+) $ 26,70 TOTAL tax and interest to Date of Payment $2,026.70 ,010 = + ,00335 ,01335 2 Months = 20 Days Rate of interest = ---------------------------------------------------------------------- 1 month .005 4 months ,020 7 months .035 10 months ,050 2 months ,010 5 months ,025 8 months ,040 11 months ,055 3 months ,015 6 months ,030 9 months ,045 12 months ,060 1 day ,00017 11 days ,00186 21 days ,00352 2 days ,00034 12 days .00203 22 days ,00369 3 days ,00051 13 days ,00220 23 days ,00386 4 days ,00068 14 days .00237 24 days ,00403 5 days ,00085 15 days ,00250 25 days ,00420 6 days ,00101 16 days .00267 26 days ,00437 7 days .00118 17 days ,00284 27 days ,00454 8 days ,00135 18 days ,00301 28 days ,00471 9 days ,00152 19 days ,00318 29 days ,00488 10 days ,00169 20 days ,00335 30 days ,00500 --------------------------------------------------------------------- Any party in interest. including the Commonwealth and the personal representative. not satisfied with the appraisement and assessment may object within sixty (60) days after receipt of this Notice as provided bV Section 1001 of the Inheritance and Estate Tax Act of 1961 172 P.S, sec. 2485 - 1001), MAKE CHECK OR MONEY OROER PAYABLE TO: "REGISTER OF WILLS, AGENT" DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX INSTRUCTION 800K FOR ADDRESS, ,.~ :'. INFORMATION '~.' .' '.' If the tax is paid within three (3) months after the decedent's death, a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine {9} months after the decedent's death. Interest is charged at the rate of six (6) percenl per annum on the amount of unpaid lax, ISEEEXAMPLE BELOW) .. . -'. ' EXAMPLE: If II balance of tax due of $2.000.00 is ',in a delinquent status from 3-3-80: and payment is made' on 5-23-80. thEt interes~ is calculated as indicated below: STEP 1 Determine the rate.. of interest from the table below. STEP 2 Multiply the balance of tax due by the rate 0 f interest STEP 3 Add the interest to the balance of tax due. .'.. Interest from 3-03-BO.to' 5-23-80 Results in: , .010 + .00335 .01335 '. Balance of tax due Rate of interest INTEREST $2,000,00 x ,01335 ,,$ 26,70 Balance of tax due , Pius Interest to Date of Payment (+) TOTAL tax and' interest to Date of Payment'. $2,000,00 $' 26,70 2 Monlhs ' = 20 bays = . Rate of interest ::: ~2,026;70 , ' . ,---------------------------------------------------------------------. 1 month ,;005 4 months. ,020 7 months .035 10 months ,050 2 months ,010 5 months ,025 8 months ,040 11 months '.055 3 months ,015 6 months ,030 9 months ,045 12 months .060 . , 1 day ,00017 1 l' days ,001B6 21 'days .00352.' " 2 days .00034 12 days ,00203 22 days .00369 3 days ".00051 ' 13 day! .00220 23 days ,003B6 4 days .0006B 14 days ,00237' 24 d'ays' ,00403 5 days .000B5 15 days .00250 25 days ,00420 6 days ,00101 16 days .00267 26 days ,00437 7 days .00118 1 7 days ,00284 27 days ,00454 8 days .00135 18 days ,00301 28 days ,00471 9 days ,00152 19, days ,00318 29 days ,00488 10 days .00169 20 days ,00335 30 days ,00500 --------------------------------------------------------------------- MAKE CHECK OR ~IONEY OROER PAYABLE TO: "REGISTER OF, WILLS, AGENT" DETACH THE TOP Po;mON OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR , THE COUNTY SHOWN ON THE' REVERSE, SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS, .- .... ESTATE OF Valerie L, S tiC zc l ___~_I~:~~_..11- HQ,:.9 3 5 3 ADJUSTMENT 3ASEO ON: AdmlnlHtratlve Correctlcn VAlUE OF 1. 2, 3, ~, 5, 6 7, e, ESTATE: Reill Estate (Schedule A) Slacks OInd 80nds (Schedule 8) CloSQI~' Httld Slock/P,lrtnershlp Interest (Schedulo C) Mortg'ges ,nd NOles (Schedule OJ Cash & Mlscelllneous Porsonlll ProplJr!v (Schedule El JOlntlv Ownrd Proporh' tSchedula F) 1 ".,sl(lrs IScl100ullt Gl 101') Grau Asset. OEOUCTIONS ANO EXEMPTIONS: 9. Funoral !.:xpltnuI/AdmlnlslratIY' Co~I!i/Miscollaneous ",pen... ISchoaule HI 10, Debt./Morla.guILlen. (Schedule II , 1, Tol.1 De<Juclion, ~ 2. Nol Vatue 0' Estate 1 J, Ch"'l,ble Oeque"l. (Schedule JJ 14. Not V.lut! SubjftCI 10 Tax TAX: t~, Amount 01 line 14 tllxablp III 6% rale , 6. ,,,mount of lint:' 1'\ IMO::1blt! ,t 15% rate , 7. Pri"clpill T&I>: Due TAX CREOITS: r-PAY11.g=:NT DATE ~17/81 11~/~8/81 I L__._.,_.L I i i I 26.35- RECEIPT . OISCOUNT (+1 INTEREST H 000493 069899 NO INTEREST IS OUE If PAID BY 10/24/81 IF PAlO AFTER OATE INDICATEO SEE REVERSE FOR INSTRUCTIONS, ACN I 11 I 2) 131 ( ~I 15) 1 61 ( 71 6/1,220.49 485,31 101 OATE 7 1 22/82 ( 91 110) 3,500.71 115) (16) 59,007.46 2,197.63 .tC~/1fJ I',}t JIJ{ <:1 ~I) '~~'" J982 , !n:"'~ '~/'. ~ -j d:".' (8) 64,705.80 (111 (12) (13) (14) 3,500.71 61,205.09 61.205.09 AMOUNT PAID 951. 17 2,598.67 TOTAL TAX CREOIT BALANCE OF TAX DUE RETAIN THIS PORTlO;ll FOR YOGR RECOR~S X,06= X,15= 1171 3,540.44 329.64 3,870.08 31/~,I7 ,~t, /1-33 $ J &,3 CJc2. ~{,f_~3-.f".P- I , (If Balance Due is less than S 1.00 no payment is required) 3,523.49 346.59 .- '-. INFORMATION " If, the tax is paid within three (3) months after the decedent's death, a discount of 5% of the tax paid 1.~ l!!lowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six {5l percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) . ' . EXAMPLE: If a balance of tax due of $2.000.00 i~ in a delinquent status from ~: and payment is made on 5-23-80. the interest is calculated as indicated below: ," STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate of interest. STEP 3 Add the interest to tne balance of tax due. Interesl from 3-03-80 to 5-23-80 Results in: 2 Months' = 20 Days Rate of interest = ,010 = + ,00335 .01335 Balance of tax due Rate 01 interest INTEREST $2,000.00 x ,01335 ,$ 26,70 8alance of tax due $2,000,00 Plus Interest to Date of Pavment 1+) $ 26,70 TOTAL lax and interest to Date of Payment, $2,026,7D , . --------------------------------------------------------------------- 1 month .005 4 months. .020 7 months .035 10 months .050 2 months ,010 5 months .025 8 months ,040 11 months ,055 3 months .015 6 months ,030 9 months ,045 12 months .060 . , 1 day ,00017 11' days ,00186 21 'days .00352 2 days .00034 12 days .00203 22 days ,00369 3 days ",00051 13 day!!: ,00220 23 days .00386 4 days .00068 14 days ,00237 24 d'ays .00403 5 days ,00085 15 days .00250 25 days ,00420 6 days ,00101 16 days ,00267 26 dilYS .00437 7 days .00118 17 days ,00284 27 days ,00454 8 days ,00135 18 days .00301 28 days .00471 9 days ,00152 19 days ,00318 29 days ,00488 10 days .00169 20 days .00335 30 days ,00500 --------------------------------------------------------------------- MAKE CHECK DR ~\ONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT" OETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERS:, SEE THE INHERIT ANCE TAX INSTRUCTION 800K FOR ADDRESS, " j REV, 15i3EX (3-82) 'PI!NNe'lLVANIA DEPARTMENT OF REVENUE BUREAU OF ACCOUNTS SETTLEMENT P,O, DOX 2055 HARRISBURG, PA 17105 RECORO AO~USTMENT OATE 10-14-82 ESTATE Of n or 0 L. Stitzel FILE NO, 21-80-0353 W,LQLJ1MIJi_5-16-80 COUNTY Cumberland NOTE' TO INSURE PROPER CREOIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, AGENT." f:/vv INHERITANCE TAX ASSESSMENT CONTROL NO, 101 Jnmes D. Flower, Jr. Esq. 1 W. Hip,h Stroet CBr1is1o, PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WI LLS IF PAYMEWf DUE C?IJ'! _A!-9~~ _1H)~ .L!N..E_ - - . - - - - - - . . - - - - - - - - - - .. - - - - - - - - - - - - - - - - - - .. - - - - - - - - - - - - - ' ,'INHERITANCE TAX RECORO AD~USTMENT" ESTATE Of Vslerie L. Stitzel FILE NO, 21-80-0353 ACN 101 OATE 10-14-82 ADJUSTMENT BASEO ON: ADMINISTRATIVE CORRECTION VALUE Of ESTATE: 1. Real Estate ISchedule A) 2, Stocks and Bonds (Schedule B) 3, Closely Held Stock/Partnershlp Interest (Schedule C) 4, Mortgages and Notes (Schedule 0) 5. Cash & Miscellaneous Personal Property (Schedule E) G, Jointly Owned Property (Schedule F) 7, Transfers (Schedule G) 8. Total Gross Assets ( 1) .00 ( 2) .00 ( 3) .00 ( 4) .00 (5) 64,220.49 ( 6) 485.31 ( 7) .00 ( 8) 64.705.80 DEOUCTIONS ANO EXEMPTIONS. 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) 10. OebtslMortgages/Liens (Schedule I) 11, Tot.1 Deductions 12. Net Value of Estale 13. Charitable Bequests (Schedule J) 14, Net Value Subject to Tax ( 9) (10) .00 3.500.71 (Ill (12) (13) (14) 3.500.71 61,205.09 :00 61,205.71 TAX. 15. Amount of line 14 taxable at 6o/D rate 16. Amount of line 14 taxable at 15% rate 17. PrincipII Tax Due TAX CREDITS: (15) 59.007 .46 (16) _Z-..192.. 63 )(,06= _)(,15= (17) 3,540.45 .. ,,?Q.64 ,,87n.n<! PAYMENT RECEIPT DISCOUNT 1+) DATE # INTEREST H 02-17-81 000493 .22- 12-18-81 069899 52.54- 08-23-82 049743 6.53- AMOUNT PAID 951.17 2,598. (,7 363.92 NO INTEREST IS OUE IF PAlO BY 08-23-82 IF PAID AFTER DATE INDICATEO SEE REVERSE FOR INSTRUCTIONS, TOTAL TAX CREDIT BALANCE OF TAX OUE 3 8 15.62 (If Balance Due is less than $1.00 no payment is required) RETAIN THIS PORTION FOR YOUR RECORDS ..,;-<-:--- .__._~ ,. " , " ~ , . INFORMATION If the tax is paid within three (3) months after the decedent's death. a discount of 5". of the tax paid is allowed. Inheritance Tax becomes delinquent nine (9) months after the decedent's death. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax, (SEE EXAMPLE BELOW) EXAMPLE: If a balance o! lax due o! $2.000.00 is in a delinquent status !rom 3-3-80, and payment is made on 5-23-80. the interest is calculated as indicated below: .. ',STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate of interest STEP 3 Add the interest to the b.alance of tax due. 2 Months = ,- 20 Days = Rate of interest c .010 + ,00335 .01335 I Balance of tax due Rate' of interest INTEREST $2,000,00 x ,01335 $ 26,70 Balance of tax due Plus Interest to Dale of Payment (+) TOTAL lax and interest to Dale of Payment $2.000,00 $ 26.70 Interest !rom 3-03-80 to 5-23-80 Results in: $2,026,70 ---------------------------------------------_.----~----------------- 1 month ,005 4 months ,020 7 months ,035 10 months ,050 2 months .010 5 months .025 8 months ,040 11 months .055 3 months .015 6 months ,030 9 months .045 1 2 months .060 , 1 day ,00017 11 days ,00186 21 days .00352 2 days .00034 1 2 days ,00203 22 days ',00369 , 3 days ,00051 13 days ,00220 23 days .003B6 4 days .00068 14 days ,00237 24 days .00403 5 days ,00085 1 5 days ,00250 25 days ,00420 6 days .00101 16 days ,00267 26 days .00437 7 days ,0011B 17 days ,00284 27 days .00454 8 days ,00135 lB days ,00301 28 days ,00471 9 days ,00152 19 days ,00318 29 days .00488 10 days ,00169 20 days ',00335 30 days .00500 , ' . ------------------------------------------------------------~-------- MAKE CHECK OR MONEY OROER PAYABLE TO: "REGISTER OF WILLS, AGENT" DETACH THE TOP PORTION OF THIS FORM AND SUBMIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS, nEV'1470 EX 111,HlI cm.~MONWEAL TH OF PENNSYLVANIA . OEPA'tlTMENT OF REVENUE BUREAU OF EXAMINATION p, 0, BOX 8327 HARRISBURG, PA 17105 INHERITANCE TAX Wt: j'J>', ..t'l, EXPLANATION OF CHANGES -.-.---.,..---.,...--' ....-_...---_..-- _ _..________w____.__'___'..__ ,...__u,..._...' -- ---...------ " ,...--...---..- _.,-_..-'--_._-,.._...._-,--_.,_.------'---'-_._--~--'--_.-- _.._--,--- ITEM SCHEDULE NO, EXPLANATION OF CHANGES --- ----,--_.,--- ,.------ " '/ ",' , , ~'-. " .' ,', i , , ' , , . I , " , " , ! ,"! , , , " :' , i , , , , ,': I, .' , " li,",:';" :. , " " '. , " , , , , , I ~"I , .__h .-." -~ -,,--,-, He" .. h'." .-.-'0..., .' ~.. '" , ..'_.....,.,., " .."-.,, . ,'-. .. , , , ., , " , ,', , , , , " , , " ,; ,,' , , " , , " IFILE NO, DECEDENT'S NAME TAX EXAMINER: PAGE CJl .0: riI' o-l.o: P-IP-I z o Z -H 0:>< Ul ~E-< ~ 013 H '" UO q In U '" iii .. I 00 P: o Z p 'f t;~8 .... PI>: N Oril- UgjUl gjg~ ~ E-<1iI ~ ZOO P:: o iIl E-< .t.!) IiIO<:o-lP OP:: 0 E-<rill>: E-<CJlHO ZHI>:C!l 0 P Z riI -riI OHo-lril:><CJl U::1:.o:iIlE-<.o: UCl:>E-<ZriI .0: I'll t:lU IiIIiIOril o-l -OOUCl .o:Z ZOrilrilCl..; H~E-<E-<~"" r...H.o:.o: H OE-<o-l Z Cl CJl .0: Z . rLl -ril:> .o:1iI o-lCQo-l rilril::1::>< 8CJliIl""PCJl CJlHE-<E-<UZ P::t:l H Z HOIiIE-<r...riI r...o-lOCJlOP< .~ " '0'0' lD IlJGllJ~ EQ.lCll~ db ~ Ii 'fi ~ " E ~ III en ') <l.. o 'tJ, uco.c- OUlt:!. .. ,- 0 :t c 5 Q. Q) j.o 0 ...,,-. 8'~ o.~ ' u ~ ~ ;.~ ! L~.,_~,', (ri c.i:.....,. _! >. Ill!ij d ~~]iiQ 'Ii '0 u 0 tp: -;I1J. ~~~ ~1ll.S'5 U I' E-< Z t:l o U ~ o-l .0: Z H r... o ~ . t{; ~:.' ,_ ~ I- t: :: c ;;: CJ '-' t~ U 4.. U ~ '-' ~ 2 ] o.,~ ~ 0 ""'" "0 l,.. C ::~. o .~ ::lo .~ .' .;.., ~ ~~~u~_~_~ .. ::: ,'!) ;:.: .:: C .... .c ~~ ~ ..... ~~~ c: cJ o;.::;:~ "..:c .~ ~ .:: oS .J';; .~,~ (' tJ ~ ' ..... ;: ,,' ,1J "~ ._ :oJ, ") ~'l C) ?,) "~ 'j n. C .. ,. :: ,.--, .' , '/, " ;.... " " E-< Ul P:: H r... +- '.~ " -" ... ..,:} -, '-' ~) :f' ~~ ~ ~ == ....... 1-' 3 a';t 0 L: >. 8 ~ ~.. ('; ;.. -, ~ (.l ~ -~ :.1 '.:.' .- -' ,', ," ~ ~ :~ ,~.~ ill _ ;-\ ..~ , 05 ~11~ ,'0 ',j :fln a ' ; ~ CO) , :n :..:; ., , " " N " . J~ z o Ul ~i <IJ ~ ! .( ~ j i~ ~ ~ ~ ~d. .p~ _ 000.0 12. ~q8 ui . . . ... ll.j ,~ < ~ ~ ' ~ ~ ,,~ , 1>l(V) o ~ f'~) a fJl ,- ~ r~ (,,)~ :::; COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYLVANIA, ORPHANS 'COURT DIVISION NO. 21-80-353 ESTATE OF VALERIE L. STITZEL, DECEASED LATE OF THE BOROUGH OF CARLISLE FIRST AND FINAL ACCOUNT OF LOUIS F. DIXON, ADMINISTRATOR Date of Death: May 16, 1980 Letters Granted: May 28, 1980 First Complete Advertisement of Grant of Letters: Cumberland Law Journal - 6/13; 6/20; 6/27/80 The Evening Sentinel SUMMARY & INDEX Pages PRINCIPAL: Receipts Less Disbursements Investments Principal Balance Remaining Distribution Account 1 $62,295.21 1 & 2 - 7,608.91 2 $54,686.30 2 $10 , 169. 10 2 & 3 - 1,511.90 8,657.20 $63,343.50 3 INCOME: Receipts Less Disbursements Income Balance Remaining COMBINED BALANCE REMAINING* *Combined balance remaining consists of cash. L18ER . ~ ., ..L~"~' 1< , .,~J MYERS, MYERS. FLOWER & JOIINSON - ATTORNEVS AT LAW 301 MARKET STREET, LEMQYNE. PENNA. - 1 W. HIGH STREET. CARLISLE. PENNA. 05/80 06/01/81 09/24/81 OS/28/80 06/06/80 06/23/80 06/24/80 09/06/80 09/22/80 10/31/80 12/23/80 02/17/81 02/20/81 04/22/81 07/28/81 PRINCIPAL RECEIPTS 1972 Ford pinto Sedan, 60,000 miles (rust damaged) $ Checks payable to decedent undeposited at time of death Dauphin Deposit Bank and Trust Company, checking account Salary and vacation pay due Decedent from employer Pennsylvania No-Fault Automobile Insurance Benefits payable to Decedent's estate: (a) Funeral expenses (b) Work Loss Benefits Various personal and household items Refund Federal Income Tax Net settlement of a Survival Action Claim pursuant to 42 Fa. C.S.A. ~8302 TOTAL PRINCIPAL RECEIPTS PRINCIPAL DISBURSEMENTS Register of Wills, Letters cumberland Law Journal, advertising letters The Evening Sentinel, advertising letters Sears, Roebuck and company, account Pennsylvania State police, copy of police report The Bon Ton, account Pennsylvania Department of Revenue, 1979 State Income Tax plus interest Hoffman-Roth Funeral Home, Inc., funeral services Conrad M. Siegel, Inc. Actuarial Services Cumberland County Prothonotary, fi11ng complaint Cumberland County Sheriff, service fee George Geiger Reportion Service, deposition fee Pennsylvania Department of Revenue, transfer of title and registration of Deceden t' scar Register of Wills, five short certificates cumberland County Register of Wills, payment on account of Pennsylvania Inheritance Tax Register of Wills, filing fees Pennsylvania Department of Revenue, balance due 1980 State Income Taxes Myers, Myers, Flower & Johnson, reimbursement for transcript of criminal trial - 1 - L1.BER 1. ,) .' ,,' ,,';0 300.00 47.50 323.94 1,123.29 1,500.00 15,000.00 300.00 389.34 43,311.14 $62,295.21 $ 17.00 18.00 18.00 23.50 5.00 48.97 16.50 2,062.63 200.00 25.50 12.45 68.16 9.00 5.00 951.17 9.00 5.52 139.30 12/15/81 04/07/82 08/23/82 10/21/82 12/23/80 9/30/81 12/31/80 OS/29/81 05/31/81 06/26/81 07/31/81 08/28/81 09/25/81 10/30/81 11/27/81 12/31/81 01/29/82 02/26/82 03/26/82 04/30/82 OS/28/82 05/31/82 06/25/82 07/30/82 08/31/82 09/27/82 PRINCIPAL DISBURSEMENTS CONTINUED Register of Wills, payment on account of Pennsylvania Inheritance Tax Register of Wills, filing Supplemental Inventory Register of Wills, payment on account of Pennsylvania Inheritance Tax Register of Wills, fina.1 payment of Pennsylvania Inheri tance Tax Register of Wi1s1, filing Account Laura A. Bistline, Notary Public fees Myers, Myers, Flower & Johnson, Attorney's fee $ 2,598.67 5.00 363.92 15.62 60.00 6.00 925.00 TOTAL PRINCIPAL DISBURSEMENTS $ 7,608.91 PRINCIPAL INVESTMENTS $14,500.00 Open Ready Assets Account $43,000.00 Deposit to Ready Assets Account INCOME RECEIPTS Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account Interest received on Ready Assets Account TOTAL INCOME RECEIPTS INCOME DISBURSEMENTS 10/03/81 1980 Fiduciary Income Tax Return 1980 State Fiduciary Income Tax Return 1981 Fiduciary Income Tax Return 1981 State Fiduciary Income Tax Return - 2 - L1F,ER .~..: -.' ......,... I, ';'j ",),- $ 49.59 966.96 14.52 188.71 252.19 210.56 223.96 856.33 799.31 617.01 533.66 625.47 613.10 818. 18 679.05 59.81 498.38 929.15 718.01 515 . 15 $10,169.10 $ 148.85 39.21 1,001.74 142.50 o:l "-' , ;~ ""1,:1:1 :."".1 ',:, ~:-: .': .~l "t! '0 ,J1 p:: = "J .:: ., ~ G -' .. Ul 0 II: .. "' ". ~ 'C :r :J :~ ? r. ~ ~ " .0: E-t . " ',. C ~; ;: C !/; .;; ~ f:5~ H ::> " " . 0 0 :;: "" ~ --;:i " .. 1 p.. .0: E-t r.:l p:: r.:l 1~ " ~ ." '" " ~ 'J ,^ p.. ~ E-t Ul H 0 Ul .(; ~.~ " ~ i3H p:: ~ Cl 0 ." ., n ., oJ -H o~ ~ -01 p.. ~ .~' '~ OJ 5 .( -< ~ >< Ul r.:l >< Ul @ Z 0 " '" ~ E-t H U ::;: II: E-t .0: 0 '"' ~ " .. ~'. "' '" I . ~ t ~ 0 z :> ~ ~ :> E-t z 01 P. H .::: " ., " = '- " 3 ~ t Ol E re u ::> H ::> u E-t ~ M 8 0 r<< r<< 8 r.:l [>., ::> ~ ", .. " > t '" " c; ~J: C .s m Lf\ r<< :i! -0 0 Cl 0 ~ , " co .. ~ ~ ~' ~ ~ ~ M 0 E-t Z H ," ~ .' '" ~ ,. .. ~r.: " S I 0 p:: z 0 r.:l r.:l 0 - E-t p:: " .~ ~h ~ ;:. tIi ~ en 0 ~ ~ ::> H ~ ;,;; ;,;; ~ .0: Z E-t ~I. ". 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