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Home My WebLink About81-00555 , ..:l r>:I II< II< 0 r>:I 8 r>:I II< III .... ~ .... III II: . ..:l >< r>:I III ~ II< ~ II< ~' 0 II< Z II< lQ ... ... ..:l == ~ ~ 'Ill r.. 0 . r.. z == " II< ~ 8 H :;) (Jl ..:l ~ gJ H == 0 0 II< III r., ,... CO - . ,.... 0 C'\I 6) - . .: -l. ..:J '~'J '~ ; '" j 1 .~ No. 21-81 ,-r"5 ;:)":h. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of yh, \. '" '1-;,<,,,\'-'\,1'\ () '" :><., \ G. \ .. ~>lC:. 0 :X'I ,deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Pelltloner(s) Is (aM1 the executor named In the Last Will and Testament of t\-,\.~ ~.kI,.... Oi'pe\ (.I{t. ~",j.Or~"\ dated /.-I.t."h s;',ISYb\ , . Decedent was a citizen of the'United Slates and a resident of "t~,w~~1l... .J- SI...p.,c......b.16- Township (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on ~rs1'1 the ~ day of J <pk A.D. 19~,ln the County of Be"/ t\e1 ,State of VJ~..\" Vu . at the age of 31- years. Decedent has (has not) been married and has (has not) had children born to him (her) since the ex. ecution of the above described Will. ~. -- Decedent was possessed of personal property to the value of 250 I OJe,)' ~ and of real estate to the value of ili"",,- as near as can be ascertained; said real estate situated as follows Therefore, yoU! petitloner(s) respectfully apply(les) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated September 11, Ig81 .- dJl2 Ro~\eI tJ,,-\,l.v\ '" \ (k,,,,L Name and address of Petltloner(s) L oc.\(. '@.:,')( or . r\1.l'fl-<:'~~ (,.....-8 I VA. 172St COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND ~ ss ~/\(\e.\-i. e.... ~k~">'V\c"",,,.y , V,tK . , lkCS J",,,-\- , ?eOi~\er ~G..~~N<.\ ~^,\L. . named In above application, being duly S""VY('\ . _ according to law say(s) that the statements set forth in this petition are true to the best of l;..',! knowledge and belief. Swo..-" and subscribed before \:t:e: '\c-.l No; ,y~.\ me, September 11 , 19 81 0Juy a .,~~~~{.;) (I j1eQister (G:"'1...\h L ~ h...,p,.-.(.'t..>... V\I...~ ~".CI .d ~_\_Jrr- Flied: September 11, 1981 Attorney 'h:".."",,- ~. '^r.....~ . '2<" s;....\-i. ~t'\ St-. ~\, . (,P""u b...- &- ! 1- .:Jcc;.j f'::---;l- 3:::-;'1 ",- '~"I .--.,-..-_! ~111fl ~tr ou t~ :' Ci ~ .~J I. . .r:'.l ~', - .;o.;r.: 01 - :-r:< u....J \.l..II.~; bi ~a: o~- O:V~ l~ 0(3 ""1: <.>,., Cl.::=l ~a: - ~U ~ <.> " ,~ } I ~, c'..' < ,- L' C.I' '-d',.' r.;)~-" L' 0:0' C. ~ oci m ~td N 0::0": ~ ~ '- ~ III 0: ~ t z w " ~ >- j ~ ~ :1: ~I m > z m i ~ z Z " Z w a w I- Z ! 0. III . " Ii 0 , W ~ 0 . 0: m J ~ ~ 0 m N m Z w ~ ~ i: Ul ", ., , " / //~ ///< OATil 0... SIJllSCIUIII NG WITNESS COMMON\V~ALTH OF PENNSYLVANIA I ss: COUNTY OF CU~BERLAND r ""- / This " day or ,/ A.D,,19 , berore l11e, Register ror the prob"lco( Wills and grallling lellers or Adminislration in and Jo(said Conllly or Cumberland, in the Commonwealth or Pennsylvania, per~~aIlY eal11e__ / / '-"'-..". ,/'/ ........ ./'" , / the subscribing witnesses to the foregoing inslrul11enl'ilf$rili"g pnrpOrl(n{lo be the last Will and T~st"l11enl of ~" /< Dated/ ~ ---. /-"'-',,- cunib.~land Counly Pa., deceased who being duly ~ present, and saw and heard Ihe testa ',- '-.., sign, seal, fJuplish, pronounce and declare the said /' ",- inslrument of writing as and for h-..:_ Testament and Last Will, and al the time of so d~ing - '-.. was of sound and diSPOSing)Lmemory and understanding, 10 the best of ""'-' knowledge, observation ami belief. / / /' // / laic of ,< < according to law, depose and say, thai / / " /~/ and subscribcd berore , / , Regisler AHJI)A VIT Of' nEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I Kenneth R. Shoema~ sworn says that as nearly as can be ascerlainerlthe said d,'cedelll being duly Philip Franklin Oppel died on Thursday the_...3.rcL_dayor SePtember A.D,,19Jl.L, a\ or about. ca '.12_ -c:;, o'clock, __'___M. Sworn and subscribed this 11th -- day of_Ji,gl'tember "'. "':;JF'J (I / -J ~.LX-,d/ I RC'gist~r 479 OATH OF' P.:RSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF ClJMBERLAND Before me, the Regisler for the Probate of Wills and granting of Lellers of Administralion in and for the County of Cumberland, personally came----K.cnootl. ,n.. .Slloe...akch, Vi~ePresllicllf of Peoples National Bank of Shippenaburg depose and say that as Executor who, being duly sworn , does of the last Will and Testament of Philip Franklin Oppel (also known as Pete Oppel) deceased will well and Iruly administer lhe goods and chattels, righls and credits of said deceased according to law. And also will diligently comply with the provisions of lhe law relating to Transfer Inheritances. Sworn and subscribed before me. ~ 9l~ a_~/<>(:J ,~'&+"~lL:,. """"'::~: "-'L I (/ '/' ....., :..; .-i: ,~ ro: :", Ol : III ....~ :u : III \.0: .; ,0 .-i: ;:1.., co~ .-i[ ~f . J..' '-~ l.L. Q): & .,., 0 .0: ..'. ... S, '"" C)~ :.- ..1.... rot: Q): '"" tN-- :':'<.'" ",: ..!IC ..,: ~. ~ii:! -I 1>0: 8 a.: II) Wl, ~ 8'i Q): 01.. ~'w r:Q to: o.:<'~' -I 0(:; . on =' ~ (,JI.L' .-i: ~.:~ ...: lLI", ro'- l.Ij::J - ...: ell I~ -'u ~ 11 .-i: u r: ,... N: .~ ~ .t:j ." CO III 1"-: 0 1>0: 'E ~: . Z ...: 0 .... .... u ...: ~ C\I .s Ii: 1 III 11 ~ ." bll ~ &: - r: .- ~ '" rz. DECREE Be it remembered that on the 11 t h day of September ,A.D.,19~, there was probated and recorded the last Will and Teslament of Philip Frllnkl1 n Oppel a/k/a Pete Oppel late of S~ensburr; ,Cumberland County, Pennsylvania, peoples National Bank Deceased. Lellers Testamentary _were granted to. Witnen my hand.and official seal the day and l'ear aforesaid. <-jlJ4~(/"~~ , Register ,]1 .180 R-iY-.uO u.eOI. COMMO~WEAL TH OF PE~NSVLYANIA I)EPARTMENfOF REVENUE tRANSfeR INHERITANCE fAX RESIDENT DECEOENT \f{,(jrL ',~(/i YI 1/ AFFIDAVIT OF .' FIDUCIARY (In.tructlon. 011 Rovo..o Sldo) , (I J , ();/ /J l:' '* -- Shippensbur~. PA 17257 (CITYI (STAHl (llPI Bureau Fill> No. September 3. 1981 170-12-9731 ~ ) - ,f1_<;'.{"L~ Estate of Philip Franklin Oppel, a/kIn Pete Oppel Dole of Deari, Last Address...ll. East King.Jl.L-.. Social Security No. County File No. 1. Decedent died: ( ) Intestote (without 0 will) ( x) Testate (leaving 0 lost will--copy attached) 2. Is the filing of 0 Federal Estate Tax Return required for this estote? Yes~ No 3. ( x) Executor/blll!<<ltXi{ ) Administrator! Administratrix Name ..f.e.atUp-s N:ttion:ll R:lnk Address P.o. Box 9 Shippensburg, PA 17257 (CITYI (STATEI (ZIPI 4. All correspondence should be moiled to ( x) Attorney ) Fiduciary. S. If on ottorney is representing the estote, indicote: Nome Forest N. Myers , Esquire Address P.O. Box 695 Shippensburg. PA 17257 ICITVI (~TATEl (ZIPI List all safe deposit boxes registered in the decedent's individual nome\,or jointly with, or os an agent or depu:y of another, or in decedent's individuol name with right of access by onat er os agent or deputy. Include the no"'. and address of the bonk or other institution where the safe deposit box is located, the nome (s) in which the b,,', is I'egistered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BANX OR OTHER INSTITUTION IN WHICN DECEDENT MAINTAINED A SAFE DEPOSIT BDX NAME OR NAMES IN WHiCH SAFE DEPOSIT sox IS RECISTEREO RELATIONSHIP or JO'''T HOLDE_RS TO DECEDFNT Peoples National Bank of Shi ens bur Pete Oppg]. Under penalties of perjury, I declore tholl hove eXDmined this ,.tum, including Dccompanying schedules and statements, and 10 the best of my knowledge and belief it is tru., correct and complete. PEOPLES NATlONA"~r SlllPPENSBURG /J ? .J'. / I . ...~ ).,__ ^ By __(Lr~.... /.:.,. /rM.'''L~(''-e..A''''''''' . Januarv;!~-. 19n_ 11_ Jj/7 - V \,T~:N! A1a~-Mi'UF ~f,6Elu+rust OHicct om Rt:;:V~4~1 t_"'" \1.1-t\~l COMMO~WEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "6" PERSONAL PROPERTY -A"" ~.,~~~~' 1/ ... ~ I'. ' , .. :\~t". ,.~...t\,~~bt~'r, r ....:...;:~(i"'....;.'. (InstfllC:l;Ot1S e1l1 RCVNSf.' SidnJ Estate 01 PhiliD FrankliJLQppe1 a/k/a Pete Oppel ITEM MO. DESCRIPTION UMIT VALUE ESTIMATED MARK ET YALUE DEPARTMEMT YALUATIOM {OFFICIAL USe ONL yJ 1. Savings Account, Peoples National Bank of Ship- Pensburg, U 044-058-2-20 25,824.16 2. Certificate of Deposit, Peoples National Bank, II 4317 20,000.00 3. Certificate of Deposit, Peoples National Rank, II 4882 20,000.00 4. Certificate of Deposit, Peoples National Bank, II 5336 200,000.00 5. Accrued interest, Savings account, Peoples National Bank, U 044-058-2-20 6.62 6. Accrued interest, Certificate of Deposit, Peoples National Bank, II 4317, $1,434.06. (Included in savings account U 044-058-2-20) 7. Accrued interest, Certificate of Deposit, II 4882, Peoples National Bank. Paid 12/31/81 1,469.96 8. Accrued interest, Certificate of Deposi.t', II 5336, Peoples National Bank. Paid 1/29/82 \4,998.79 9. Cash on account, Veteran's Administration, Martins burg, West Virginia 105.85 10. Refund, Capital Blue Cross/Blue Shield 49.45 - TOTAL $282,454.83 \I additional space is necessary, use B'l" · 11" sheets. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material pmt of his estilte without receiving valuable ~nd adeQuate consideration? (Answer "Yes" or "No".) no 2. Did decedent, within two years of death, transfer property from himself/ herself to himsel f/hersell and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No".) -uo- 3. If the answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer. b. Copy of death certificate. c. Affidavit by the attending physician indicating the state of decedent's health at time of transfer. d. All other information supporting nontaxability of transfer. 4. Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adeQuate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No".) .1lll-- a. Was there any possibility that the property transferred might return to transferor or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) b. What was the transferee's age at time of decedent's death? 5. Dip decedent in his/her lifetime make any transfer without receiving a valuable and adeQuate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ...Illl- b. The right to designate the persons who shall possess or enjoy the property transferred or income lllerefrom? (Answer "'!es" or "No".) no 6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ). 7. Did decedent in hiS/her lifetime make a transfer. the consideration for which was tmnsferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) no 8, Did decedent, at any time, transfer property, the bmeficiaf enjoyment of which was sublect to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer 01 by operation of law? (Answer "Yes" or "No".) no 9. If the answer to eight above is "Yes." was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone ( ) or decedent and others ( ). . . , REV,,",'3.EX"t (10'80) ell&lMONW~AL TH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT llECEOENT SCHEDULE "0" BENEFICIARIES Estate of Philip Franklin Oppel, alkla Pete Oppel :- BENEFICIARIES AND ADDRESSES RELATIONSHIP (fns1roCtions on Reverse Side) _St. Mary's Cathol!E.shurc:!!, S~de Ga Penns IVania SURVIVED DECEDENT DATE OF BIRTH INTEREST OF BENEFICIARY, Whole - - - - , i i J I 1 r I - - ---- - -- --- - ------.;.. -- --.----- --'_._----------- ... - .......... -'''''I M .. '" o,~. -..Y. """ ._, to, .. to,,,,,,.., ~ NAME --- I' -.:Id'lionll'PlCe 1.1ItceJ.Ity, u.. 8K" x II" 'heoh. -- DATE OF DEATH " .' REV.454 (t.SOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INliERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTL Y OWNED PROPERTY . (Instructions 011 RfNfJrSe Side) Estate of Philip~ranklin Oppel, a/k/a Pete Oppel P TOTAL E VALUE OF DEPARTMENT ITEM R DESCRIPTION MARKET 10 DECEDENT'S VALUATION NO. VALUE N INTEREST (Official Usa Onlvl T None , L - TOTAL THIS PAGE REV~55, EX+ poSO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS ---------.----.---. -,.- File No. ."'),. S'/ /'J'r: c. ~.... Estate of Philip Franklin Oooel a/k/a Pete Oooe1 Date of Death 9/3/81 WHEN CLAIMING THE FAMIL V EXEMPTION, COMPLETE THE FOLLOWING: Relationship to Decedenl Claimant ITEM DATE NAME OF PAYEE REMARKS AMOUNT NO. 1 nlnla. Reoister of wills Cumbo Co. Letters Testatmentarv 146.00 Short Certificate (J) 2.00 2 10/22/81 Cumberland Law Journal Advert isement , 18.00 3 10/22/81 News Chronicle Advertisement 17.00 4 9/28/81 Kenneth Shoemaker Travel milage to probate will 9.16 5 10/9/81 Mervin O. Foge1sanger Funeral 110 e Funeral expenses 1,613.00 6 10/9/81 110unt Union l1onumenta1 Works Monument and lettering 1,250.00 , 7 Peoo1es National Bank of Shippen burg Executor IS commission 11,085.77 8 Forest N. I1vers, Esquire Attorney I S fees 12,781.00 g Repister of wills Filing account and schedule 75.00 10 Reserve until final settlement Taxes and miscellaneous 500.00 - , , , - Claimant's Address at time of Decedent's Death TOTAL! $27,496.93 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts. funeral expenses and expenses of administration submitted to the estalJ! as dedu~r for In2ritance Ta. purposes. PEOPLWJ,A1'l0NAL K OF III~ENSBURG Uy l"I.e~- I!~ ",,_,.(.."';"'.t- ",,eJo-' .; 1,':SI9? 1 0 f" .' h nn Rhl~pNIti-'HH A~4tIJUQ"\"'Ijl~t Of lC':eT OA'E OFFICIAL USE ONLY - - DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF $ AT %TAXRATE I t -. ,;)'~ 0 _. ? ( .J REGISTER OF W1LL.S DATt GENERAL INHERITANCE TAX INFORMATION Unsatislied liabilities incurred by the decedent prior to his/her death are deductible ogainst his/her taxable estate. In addition to debts incurred by the decedent or estate, ather items arc claimable including the cost 01 administrotion, attorney lees, liduciary Ices, luneral and burial expenses including the cost 01 a burial lot, tombstone or grave marker and other related burial expenses. All debts being claimed against an estate arc subject to the approval 01 the Register 01 Wills with whom the Inheritance Tax Return is iii cd. Evidence to support the decedent's or the estate's liability lor the debts being claimed should be attached to this schedule. A lamily exemption may be claimed by a spouse 01 a decedent who died domiciled in Pennsylvania. \I there is no spouse, or ilthe spouse has lorfeited his/her righls, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exernption con be claimed by a parent or parents who are members 01 the same household as the decedent. The family exemption is allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws. NOTE: Compensation paid to on estate representotiye; namely, an executor or administrator, for services performed in administering an estate is reportable lor Pennsylvania Income Tox purposes. This taxable income item should be reported on lorm PA.40.lndividuallncome Tax Return. t'"' "d t:I !"'l 6 tTl 6 :s - ;l> 0 0 tJl Z Cl !"'l c:: t:l .., z 3: z != tTl tTl ~ Z ;ll ~ 9 - 9 z Z tTl .., tTl Z 9 .., -< tJl tTl - 9 z 0 lJl 0 ~ N 0 'TI /1) '" 'TI III I " o "d "d ~ (Xl ..." /1) ::r 0> 0 ... .... - I n " c: '" ... 0 '" c: Po .... Z '" i5- ::ro '" n '1:1 /1) o 0'" o-.j " c: '""'" " ... " ...0> ., ...'" ~ <:l g, '< ::r . .... ... .... '" " N 0 ;,..,," -< -< ~; '.., /1) tTl tTl 'j. , .. ... ;l> ;l> I..' "" N ,- ~, 0> III III ~ ''-i:'..) ..... "" ..... \0 0> (Xl INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. II the family exemption is being claimed, indicate the claimant's name, add less ond his/her relationship to the decedent. Enter "Iomily exemption" in the remarks column and the amount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date an which each debt was incurred and/or paid. 4. Enter the names of each payee. S. Provide a brief explanation in the remarks column 101 each debt claimed. 6. Enter the amount 01 each debt being claimed. 7. The lonn must be signed by the person who has assumed the responsibility lor paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE 8'i" x 11" SHEETS. COMMONWEALTH OF PENt~SYLVANIA i COUNTY OF CUMBERLAND J 5S: .__.__.....Al.!!..nJ.hJ.neha rt ..A.sstJ...\tSt. _QffJce): _ ..J'JlopJ,.cs_fuItl.QQ~1.JlQ.IlLo.L..sJliPll.en!i.!>\I'IL____.. being duly SworJL .____ according to law, depolel and ..y. that h. ~s-Exe=r__...____ __._.____ of the E.tate of Philip Franklin Oppel a/k/a Pete Oppel l.t. of __._Borough. of. Shippensburg.. . _____ __ ___, Cumb.rland County, Po., d.c....d and that the within i. .n inventory made by _P.eoples-NatinnaLlian1L_.__ _________, the ..id "YPPlltO," of th. entire ..fete of laid dec.dent, con lilting of all the p.nonal propdrty and r.al estat., .xc.pt r..1 .stat. outside th. Commonw.alth of Penn.ylvania, .nd that the figure. oppolit. each it.m of th. Inventory r.pr...nt it'. f.ir valu. a. of the date of d.cedent', death. C:t.Tn,..n .nd lublcribed before me, PEOPLE NATIONAL BANK OF SHIPP ENS BURG II %/('~ ,6. '2~ I. // Alan RhinehartEXleutol' :-w~' Asst. Trust Officer 35-39 East King St., P.O. Box 9 January, '" '-~c. L~c: Notary Public By Commission Expires 19 82 ~', (~ \ ,-~'\.---.l., . \ \'-.'''-),,<0 \ -5hippensburg... FA 177"7 Add,." Date of D.ath 3 D.y September Month 19BI Vur INSTRUCTIONS I. An inyentory mUlt be filed within three monthl .fter appointm.nt of p.non.1 repres.nt.tiv.. 2. A .uppl.ment inventory must b. fiI.d within thirty day. of dilcovery of .ddition.1 ....ts. 3. Addition.1 .h..ts m.y b. .".ch.d .. to p.non.lty or re.lly 4. Se. Article IV, FiduciariOl Act of 1949. .... '" "" "" 0 '" ... '" 1 '" ~ ..... ...,j ~ ... w i ;.,0 <>: 3 ... ~ ~ w " : 0.. " U . 0 0 VI 8~ ... ... w <>: w .. . ..... X 0.. "0 .: 0.. c: ... -' u. ~ Z 0 u. -' < 0 ,,1 ~co.. ~ W < UJ ~ . > 0 '" ....1 ....... Z ~I ~..- z 0 c . '" c: ~.o ~ - VI Z c, 8 0 '" < ~I 0,,0 ... w "- ....1 9U~ "'i - .. .~! 0 -.: .... .. .... A 'II ... .c: . E 0 - ..! '" .. ~ 0 -' 0 it CD 9-28-81 9-28-81 9-8-8 I 9-28-81 11-30-81 9-8-81 1-29-82 9-28-81 9-28-81 10-9-81 Inventory of the real and personal estate of Philip Franklin OPEel a/k/a Pete Oppel deceased ...-..----.--- .. .--.-.--.- -. Peoples National Bank of Shippensburg, Savings Account 11044-058-2-20 PNB, Accrued interest on Savings Account #044058-2-20 PNB. Certificate of Deposit #4317 PNB, Certificate of Deposit #4882 PNB, Accrued interest on Certificate of Deposit #4882 PNB, Certificate of Deposit #5336 PNB, Accrued interest on Certificate of Deposit #5336 PNB. Safety Deposit Box #579 refund PNB. Veterans Administration. Martinsburg. W. Va., Cash on Acct. Capital Blue Cross, refund on pOlicy cancellation Total 25,8211. 16 6. 62 ' 20,000. 00 20,000. 00 1,469. 96 200.000. 00 14.998. 79 2. 50 105. 85 49. 45 282,457. 33 ':-1, '"':' :; - 0.... :; ~;,~ ~~ , "~ ;/~ ~: " r:-; -, '7., '-' ') -- -, --" :.,. 'I: . ~ ,-, ;.; :1 ~... -- 'S c -- ~ .:!. ", :.; ,- , ," ':; ~ (I.. ." . ~~; :...-; 'n "-, ~.~ ~; .- ':~ r' .~ ..... '-'- '.';;; '. " f :~ -< ~-, ~': '~1. ,.j .- - ., ':) :J ._ :: ....~ e ~ " c'; , " " :.: ,- --- 'T.; ii ~~ -, -, ~ -- -~ -- ,." ,.~ "" " .. :; -, '.) 'r., C~ :> ;;; :; ~J :~ oS " . ::.~ Or' .?:: -" .~~ '7.; , ( " " ,- J "'2 1 Ul Il: ~ W 4 r .J 2' 1 z ~ I- Z ~ g 0: I- a <l: l1. ~ " -: -" "; -, " , . " , ~ z " ~ ~ ~ . > ~ . Z 7. Z Z W ~ Il. I ~ · oc , J o m · m Z w . . I Ul -' - i I I I I I i I , I I I j i - , , , Income Less Disbursements Bslance $ 14.352.89 717.64 $ 13.635.25 I:~: 1~.i i:'"t 16(; -3- R~V . 403.A EX (9.04) 'J '~.~:'. ~WI~ COMMONWEALTH or PENNSYLVANIA OEPARTMENT or I1EVENUE BUI1EAU or EXAMINATION P, 0_ BOX B327 HARRISBURG, PA 17105 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYL VANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ACN 201 DATE05-19-86 ESTATE OF OPP EL PHILLIP F FlLENUMBER21 81-0555 DATE or DEATH 09-03-81 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT,SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTEI1 OF WillS or THE ABOVE COUNTY_ MAKE CHECKS PAYABLE TO "REGISTER OF WillS, AGENT:' fOREST N MYERS ESQ PLEASE RETURN THIS PO BOX 695 PORTION TO REGISTER OF WILLS IF PAYMENT IS DUE SHI PPENSaURG PA 17251 AMOUNT REMITTED S ~~~I~~~~~T~!~~~~______!~~~~~~~~~~~~O~!~-~O~~~~~~~~----__________________ NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ESTATEOFOPPEL PH ILL IP f FilE 21 81-0555 ACN20l DATE05-19-86 NUMBER ESTATE TAX DETERMINATION AND ASSESSMENT 1. Credit For State Death Taxe, as Verified 1. 2_ .00 3_ .00 4. 5. .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Di,count and/or Intere't) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed (Line 2 plus Line 31 5. Pennsylvania Estate Tax Due (Line 1 minus Line 41 .00 .00 TAX CREDITS: Pavment Dale Rer.eipl Numher Interest (,) I Amount Paid _t___ L___ _L . IF PAlO AfTER TlUS DATE SEE REVERSE SIDE FOR CALCULATION Of ADOlTIONAl INTEREST TotHI T;;:II C,edtt Bolance of Tal( Due Interest Total Due {If B<.Jlance Due is les, than S1 \ ".. '" " ,,,.,,, COt.l,iONWrlolhl ot p(~'''~n..t.NIL NOTICE OF DETERMINATION AND IACN 202 ~~~::~"'~~TI~~I..~~:t~~lt.X{t ASSESSMENT OF PENNSYLVANIA I '.0 '0. .m ESTATE TAX BASED ON FEDERAL IlARRlnllR~ "A ll'O! CLOSING LETTER DATE ESTATE OF OPPEL PHILLIP F FILE NO, 21 B1-0555 DATE OF DEATH 0~-03-81 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PDRTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO: "REGISTER OF WILLS. AGENT," FOREST N MYERS ESQ PO BOX 695 SHIPPENSBURG PA 17257 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE Amount Remitted to Register of Wills I C;;I:!~ _A~9~~ _ ~HJ~ _L!~E, , _ _ ,~_ , _ ,F!E.:r!,~N, ~9~~~ ,P_O,RJ~o.N_ ~9~ _Y,O,U_R_ ~I~~~ _ ' , _ ,~, _ _ _ _ _ _ _ _ _ __ REV, 73B EX (03-BS) "NDTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVAIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER" ESTATE OF OPPEL PHILLIP F FILE ND.21 81-0555 ACN 202 DATE 05-27-B6 ESTATE TAX DETERMINATION 1. Credit For Stale DBath Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed .00 .. (Excluding Discount and/or Interest! ' . ~~: 3. InhBritance Tax Assessed by Other States .00 or Territories of the United States (Excluding Discount and/or Interestl 4_ Total Inheritance Tax Assessed .00 5. Pennsylvania Estate Tax Due . .00 6. Amount of Pennsylvania Estate Tax Previously Assessed .00 Based on Federal Estate Tax Return 7 Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT I DATE I I I I ~ RECEIPT NUMBER INTEREST (-) AMOUNT PAID I ---l I I I I , TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE .00 .0 .00 .00 . IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST IIF ....LANCE DUE IS LESS TH'''' '1 OR IS REFLECTED AS A "CREDIT" 'CRI, N:) P"'YIlENT IS REQUIRED! PURPOSE OF NOTICE: PA VMENT: To fulfill the requirements of Section 1745 (b) of the Inheritance ilnd Estate Tax Act. Act 255 of 1982 (72 Pa, C,S. Sechon 17451, Detach the top portion of this Notice and submit with your payment to the Register of \^JiIls. --Address information is listed on page 13 of the booklet. "lm.tructions for Inheritance Tax Return for a Resident Decedent." --Make check or money order payable 10: REGISTER OF WILLS. AGENT, REFUND (eRl: A refund of a tax credit, may be requested bv completing an "Application tor Refund of Pennsvlvanla tnheritance and Estate Tax" (Form REV- 1 313). Applications ;,re available at the Office of the Register of Wills. any of the 24 Revenue Distnct Offices. or from the Department's Forms. Service Untt 24 hour Forms Ordering telephone lines ITl Harrisburg - (717) 233-3443. in Philadelphia - (2151 351-2065 or in Pittsburgh - 14121 565-360 L OBJECTiONS: AnV party in interest not satIsfied wito the assessment of tax as shown on this Notice may object within sixty (60) days of receipt of this Notice as follows: by written protest to the Department of Revenue, Baird of Appeals, P.O, Box 1874, Hlrrisburg, PA b~' election to halle the matter determlnec at tne audit of the account of the personil representatIve by appeal to the Orphans' Court. 17105 OR OR ADMIN- ISTRA TIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA oep.rtment of Revenue, Bureau of Individual Taxes, P.O. Box 8327. Harrisburg, PA 17105. ATTN: Post Assessment Review Unit 17171787-6505. See page 3 of the book.let "Instructions for Inhentance Tax Return for Oil ReSident Decedent" for an explan.tlon of administratIvely correctable errors, Additlon.1 Pennsvlvania Estate Tax assessed as a result of a chlnge based on the Federll Estate TI>: clOSing letter becomes delinQuent It the expiration of one (1) month from the date the final notIce of the IOcrene In Federal Estate Tax IS received, Interest IS ca'cullted on a dally bl$is at the DelinQuent Date INTEREST: follOWing rates: Interest Rate Oaily Interest F.ctor 5/27/4310 and Including 12/31181 1/1182 to and including 12/31/82 11 1183 to and .ncludlng 12/31163 1/1/84 10 and .nclud,ng 12/3 1IB4 1/1185 to and including 12/31185 11 1 /86 to and including 12/31186 TJ)'.es that bet.me d!hnQuent on or dehnQuent balance IS paid In full. Taxes th.t became dellnauent on or each calendar vear. Interest IS calculated IS follOWS: 6" " 20% 16~ ".. 13% 10% before December ,000164 ,000548 ,000438 _000301 _000356 _000274 31, 1981 will mlllnt'ln I const.nt tnterett r.tf! untl! 'h. after Januarv 1. '982 Ire subject to . vatl.ble inlPte,t fatl' th.1 en",o., INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X OAILV INTEREST rACTOR _ _ Anv Notice issued Ifter the \Ill becomes deilnQuent will reflect Ir"I Interest calculation 10 i Ihtt'f"l (H~l ai,'" beyond the dlte of the ISsessment. 11 plyment IS made Ifteor the .nteres1 comput'!ion 0.1, ,hON" Of'l th, Notice, addltlon.l lOtere$t must be calcullttd