HomeMy WebLinkAbout80-00642
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NO. 21.80 . b.l:G
PETITION FOR LETTERS OF ADMINISTRATION
IN TilE ~;S1'A'm OF ...........s.j;~:v.en..Jam'i!.s...Bulgin.................. IlECEAHIm.
To .......~.,!;:."..~.~..,..................,.....,..............,......,..............,............,........"..
Hcgistcl' of Wills 1'01' the ('ollllty of ClIl1llll'l'ialltl. ill the ('ollll1l(lllwealth of Pellll,,~'lvallia.
The Pctition of ,...,Cynthi.a.l\ul&41 ... ..... ... ........ ...,.. ........ ... ..... ........ ... .............', ,.... .........,......,.. .......,.........."
.......................................,.................. ,'cspcctflllly "howelh that ..St,~',(~TJ...J.~!?...~lgJ\1,...............................
Was a rcsidcnt of ...J:lew..Cullbex:lamL.....................'~ . Clllllhel'i:llul COllllty. State of Pennsyl-
vania, and a Citizcn of United States, and dcparted this life inte"tate ia the Count~. of ............................
.....,'~J!!\'mf'!~... ..."....,.. lInd ::ital e of ........,p.~!1r.l:~y.~':'.~<!......... .,.,........ ,. .......,.....,.....................,...,.......",...,.......,
on .......~~y.................. the ...........J~.1=h................. dll." of .............~!;......,................. A. [).. HJ.?Q......
at the aJ,te of ..2.3......... yeal":{,
Thllt thc said ..........~.~,~~~..J,~.s...~~~~.......................... decell"etl, left S\ll'\'il'illl{ the following
named widow 01' husband, heh's lInd next to kin, to wit:
Nurne
Helalionship
Hesitlence
Father
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..,~~g~~;-.t::.I..,Q}~.~.4:~.,...W.jgl?mt.
..,.. ..Y.Y.n.r;N.~.. ~.lf.~g:i:P.:...,..,...,.... ......,..,.
......:!.~~..~~~~~..,...,...."...........,......
..,...~!:~.~..~~~.........,......,............
..,...,~~,~..~~~......,..........,.........,..,
......F.;nlm..Mgm......,................"..,...
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Heir - son
Mother
............................................
............................................
.....~~~!;~;:...,........."..........,
................................................................
............................................
................................................................
................................................................
............................................
................................................................
................................................................
................................................................
................................................................
............................................
................................................................
That thosc above named includc all of thc next of kin. so far as kno\\'n,
Thc said dcccdcnt \\'as posscssed of pcrsonal propcrty to the cstimatell value of $.~.!.~~~.:.~~...............
and of Real Estatc, Icss incumbrance, to thc estimated ,',duc of $....?QQ".QQ................. as near as can be
asccrtained.
That the said Rcal Estatc in so fal' as is kno\\'n is locatcll in ...~1~~J..~I...r~y.J.y.~!:I:........,...
.........Ql\\1)?~;J,iIDfl,..Y~Jl!}y...~);'.~.~..~gg~......... ......................,.....................................................................
Thcreforc. your pclilioner(s) rcspectfully apply(ics) for Lettcrs of Administration in thc abovc
namcd cstate.
Dated ..,.........9.!?~.:....!........................ A. D.. I !1.!l.9....
Signature and Add,'e""
.~,-"c=-';:.'h._"""....c\,..~.:-S.~\:.,"""'............
of PetitioJ\cr(:-;)
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::)::1. Eo. .\.., ~:>~.:-.<;;:.c:-,..R6....... ..... ......... .............
n.t:o.>-;;:..~""'~..,.,o~~9:8,-\~.,12Sb.. ,..~-::J.r::?.~fJ.
tJro
COMMONWEALTH OF PENNSYLVANIA 1
f ss:
COUNTY OF CUMBERLAND I
...................... .........,....,.... ..........,.~0.:i.a.. .~.~.~i?......,...... ..... ... ............ ... ....... ,................................ ........... namcd
in thc above application beinl{ duly .........~;:!L......................... acco,'dinl{ to la\\', "ay that the facts sct
forth in the abovc application arc t,.uc to thc hest of .....her..... ~no\\'ledge and helief. .'
C. ~. Q'';) ~
.............,~m.................................. and subscl'ibcd 1 .....""'''''...... :1-..".,-;<.':"..... .'i,....\.~.,"'". :"'\""'."-,......,....
beforc mc, t ..... .......,............. .......... ....... ........,..................,.................
~;e,H:;~;: I ........................................................................................
Filed: .."...Q~.~.9.R.~.~...~.f."."l~.~Q....................... A ttol'ney:
(OVCI')
James R. Ronca
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OATH OF PERSONAL REPRESENT A TlVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} ss:
........................................,~,!t.l~il-...~m...............,............,"..,.....,.,..,.... .........."................",.....'. petitiOller(s)
being duly .............................!iliY.r.lL................ according to law do .~~......, dellose and say that us the
administrn .J;X'~...... of the estate of ......S.t~y.\':p..J.~Il..B1.Ilg;i.n..................................................,.................
........................................................................................................................................................................................
deceused ........,llhlL....., will well and truly administer the goolls and challels. rights and credits of suid
deceased. uecol'lling to law. And ulso will diligenll~' comllly with the Jlrovisions of the luw relating
to Transfer Inheritunces.
...................!?~);'!L......,.................. and subscl'ibed
before me.
October 7 80
..';?;j;,............................................. A. D,. 19..........
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,...,..":.,...,......,,........... ...,..........)".",......';;............................
............................................................................................
DECREE
Be it remembered that on the ............~.~~............ duy of ............9.~,~.?~~.7:.................. A. D.. 19~.9......
Letters of Administration in the estate of ................ .............................~!;;~.y.~,!}...g,emg~...~.H),9.~.Q.............
New Cumberland
.......... .................. ................... ...................,.... ......... .. late 0 f ..............,...... ....... ,....... ......., ........ .......... ....... .................
Cumberlund County. Pennsylvania, deceased, were granted to .......c;,y.[1.tl:tt.e...~.'....~.\-lJ9J!L................
............................................................................".....,............."....................................................................,................
Witness my hand and official seal the day and y~,'.I.:...~~~,~~~q,44:,~...e.:.. 4,:..~..........
tY ~ RegIster
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. BUREAU OF EXAMINATION
PENNSYLVANIA OEPARTMENr OF REVENUE
P.O. BOX 3J27
HARRISBURG, PA 17105
Decedent's Name (Last, First, and Middle Inilial)
DECEASED ~ulgi.n Jteven J
SOCIal SecUrity Number Date 01 0 eath
202-46-6445 8/18/80
CHECK
APPRO.
PRIATE
BLOCKS
CORRE.
RECAPIT.
ULATION
AND
TAX
CALCU.
LATION
INHERITANCE 'rAX RETURN
. RESIDENT DECEDENT
[1-13<1-- I
TD;cCdellt's Addr;s~
File Number 21-80-0642
33 East Lisburn Road
BOlvmansda1e, PA 17008
1. Origin.l Re1urn I!J
2. Supplemental Return D
3, Remainder R.turn. 0
4. lile Estat. D ........ 5. Federal Estate Tax 0
'" De rn Required.
6. Decedent died testate D 7. Decedent mainteined a living 8. Number ohalo deposit 0
(Anach copy 01 Will) trust (Attach copy...f trusd boxes inventoried
All correspondence and conlidential tax inlormation should be directed to': '-"
^ ............~
............-
.....
City Harrisbur
Recapitulation
1. Real Estate (Schedule A) , (11 i
2. Stocks and Bonds (Schedule B) \ .( '.2)
, ,
3. Closely Held Stock/Partnmhlp Interest (Schedule C) (,3),
4. Mortgages end Notes (Schedule D) ~ (41 '
5. Cash ous Personel Properly (Schedule EI'\. ( 5) \ ~
6. J' Iy Owned Property (Schedule F) \ ) 6) '. \
7. ransler> (Schedule Gl ~ 71 "', \
B. Total Gross Assets (total lines 1.71 '\ ');
9. Funeral Expenses Administrative Costs/Misc ~~ ~ "I """'~ \
. Expenses (Schedule HI ( ~! ~
10. Debts/Mortgages/liens (Sch.dula I) (10) . 0' \. \
11. Total Deductions ltotallines9 & 10), . . \
12. Net Value 01 Estata Wna 8 minus line 11) ~ ~ \'
13. Charitable Bequests (Schedule J) ~ ~ , \
14. Net Value sUbjec~~o tax lte~~us line 13) \
\ ' \\~'O3
Computallon ofTax \:. , \ ~ '2.<;;
" .. j\\J~
IS: AmouM'''1.1 line 14 t"~~~le at 6% Jilie
{includevalues lrofQ'~chedule Kl
-', to.- .'
16. Amount 01 IineI4.taJ!a.~I!..atlS% rate
(jnclude values Irom SCll,'dule Kl
Principal tax due (add tax1!~m line 1S plus tax lrom line 16)
Total Prior payments: .
. .Ial Amount Paid
'+, (bl Plus Discount
,""(el' Minus Interest
19. Balance DueWne 17 minus line 18)
Make Check Payable to: Register 01 Wills, Agent
... PLEASE RECHECK MATH'"
(15)
-0-
:;:'m~OENi Name
Timothy A. Shollenberger, Esquire
Telephone No. ('. "
717 236-9428 \
<""......-(16)
-0-
17.
18.
(18)
Streey
State PA
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( 8)
1,035.00
(11) 3,149.50
(12) -.1 11l/.5O
(131 , o -
(14) -~ II'I..'JO
x.06' -0-
x.1S= -0-
(17) -0-
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(19)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN'
RESIDENT DECEDENT
ESTATE OF
Steven J. Bulgin
(All prop.rtV Jointlv-ownld with the Right of SurvivorshIp must b. disclosed on Schedul. "F".
SCHEDULE ..~..
CASH AND MISCELLANEOUS
PERSONAL PROPERTY
21-80-0642
FILE NUMBER
ITEM
NUMBER
1. Wedding Ring
DESCRIPTION
VALUE AT
DATE OF DEATH
2.
1967 Dodge Charger (without an engine)
$400
$635
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TOTAL (Also enter on line 5, Recapitulation)
$ 1,035
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(If mora ,pIC. I, nMdIld In..rt addltlon.1 ,hHtl of sam. .Iz.'
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REV, 1547EX (3-83)
BUREAU OF ACCOUNTS SETTLEMENT II NOTICE OF INHERITANCE TAX
PENNSYLVANIA DEPARTMENT OF REVENUE APPRAISEMENT ALLOWANCE OR OISALLOWANCE
P.O. BOX 20S5 .
HARRISBURG, PA 17'05 I OF OEDUCTIDNS. AND ASSESSMENT OF TAX
ESTATE OF BULGIN STEVEN J
DATE OF DEATH 08-18-80
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT
PAYMENT TO THE REGISTER OF WILLS OF THE
AGENT" .
ACN
101
~TE 09-13-lL3
FILE NO. 21 80-0642
COUNTY CUMBERLAND
SU8MIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX
A80VE COUNTY. MAKE CHECKS PAYA8LE TO "REGISTER OF WILLS,
TIMOTHY A SHOLLENBERGER
410 N 2ND ST
PO BOX 1062
HBG PA 17108
PLEASE RETURN THIS
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
. ~~1: _A!-9~~ _1:Hl~ _L!N_E. _ _ _ _--:. !l!=! ~I~ _100\''~~R_ P9'3,!19~ _ F_O_R. Y9l}'3 }~.E~9!l~~ - ~- - - - - . - - - - - - - - .
NOTICE OF INHERITANCE TAX APPRAISEMENT,
REV. 1547EX (3-83)
ESTATE OF BULGIN STEVEN
ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
J FILE NO.21 80-0642
ACN 101
DATE 09-13-83
TAX RETURN WAS: I X ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
~PPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Esta'e (Schedule A)
2. Stocks and Bonds (Schedule BI
3. Closelv Held Stock/Partnership Interest (Schedule Cl
4. Mortgages and Notes (Schedule 01
5. Cash & Miscellaneous Per sonal Property (Schedule E)
6. Jointlv Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
( 1) .00
121 .00
( 3) .00
141 .00
( 5) 1.035.00
15) .00
( 7) .00
1,035.00
( 8)
APPRDVED DEDUCTIONS ANO EXEMPTIONS:
9. Funeral Expensesl Administrative Costs/Miscellaneous
Expenses (Schedule HI { 91 3,149.50
10. Debts/Mortgages/Liens (Schedule 11 110l. 00
11. Total Deductions (, 1)
12. Net Value of Tax Return ('2)
13. Charitable/Governmental Bequests (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was previously issued, lines 14, 15 and/or 16 and 17 will
reflect figures that include the total of.All.. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate
16. Amount of line 14 taxable at 15% rate
17. Principal Tax Due
TAX CREDITS:
3,149.50
2 .114. 50-
.00
.00
.00
.00
.00
(151
1161
.00
.00
X.05=
X.15=
('7)
PAYMENT
DATE
RECEIPT
n
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
. IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION
OF ADDITIONAL INTEREST
TOT AL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
(If Balance Due is less than S 1.00 no payment IS requiredl
.'
.00
.00
.00
0["
I',
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RESERVATION: In the event that any future Interest In this estate is transferred in possession or enjoyment to
collateral (Class B) heirs of the decedent after the expiration of any estate for life or for years. the
Commonwealth hereby expresslV reserves the right to appraise and assess transfer inheritance taxes at the lawful
collateral (Class B) rate on any such future interest
Purpose of Notice: to fulfill the reCluirements of Section 709 of the Inheritance and Estate Tax Act of 1961 (72
P.S. section 2485-7091.
Objections: Any party in Interest not satisfied with the appraisement, allowance or disallowance of
deductions. or assessment of tax (Including discount or interest) as shown on this Notice
must object within sixty (60) days of receipt of this Notice.
Objections may be made as tollows:
_ by written protest to the Department of Revenue. Board of Appeals
_ by electing to have the matter determined at audit
- by appeal to the Orphans' Court
If any tax due is paid within three (3) months after the decedent's death. a discount of
five percent (5%) at the tax paid is allowed.
. the discount period is calculated in calendar months. Example: date of death 1 -15-82.
discount period expires 4- 15-82.
Except tor tax on a future interest. inheritance tax becomes delinquent nine (9) months from
the date of death.
. Inheritance tax on a future interest becomes delinquent at the expiration of three months
from:
_ the date of election to prepay or
_ the date of death of the life tenant or annuitant
Interest is calculated on a daily basis from
_ delinquent date to date of payment on any tax unpaid on delinquent date
_ date of last delinquent payment to date of payment on any unpaid balance.
Interest is charged at the following rates:
Discount
Interest:
DelinQuent Date
Annual Interest Rate
Daily Interest Factor
5/27/43 \0 and ,"cluding 12/3 liS 1
11 1IS2 to and Includ,ng. 12/31/82
1/1183 to and including 12/31183
6%
20%
16%
.000'64
.000S48
.000438
Estates that become delinquent on or before December 31. 1981 will maintain a
constant interest rate. The rate in effect when the tax first becomes delinquent will remain
constant until the delinquent balance is paid in full.
Estates that become delinquent on or after January ,. 1982 will contain a variable interest
rate. Thus. taxes that remain outstanding from calendar year to calendar year Will
be subject to different rates in effect on each January 1.
NUMBER OF OAYS X
DAILY INTEREST FACTOR.
. If a tax balance remains outstandIng for more than one calendar year, a separate interest
determination must be made for each year at the applicable rale. (Only one calculatIOn
IS necessary if the eslate maintaIns the constant mterest rate,)
Any Notice issued after the tax becomes dehnquent will reflect an interest calculation to
tifteen (15) days beyond the date of the assessment. If payment is made after the
interest computatIon date shown on the Notice. additional mterest must be calculated.
To Remit Payment: Detach the top portion of this Notice and submit WIth your payment to the Register of Wills
of the county shown on the Notice.
. Address information is listed on page 13 of the booklet. "Instructions for Inheritance Tax
Return for a Resident Decedent."
. Mak.e check. or money order payable to: RegIster of Wills. Agent
INTEREST = BALANCE OF UNPAID lAX X