HomeMy WebLinkAbout03-0916Register of Wills of Cumberland
PETITION FOR GRANT
Fstateof Sue Catharine Durnin
also known as
, Deceased
Sue C. Christy
OF
County, Pennsylvania
LETTERS
No.
Social Security No. 174- 05 - 3998
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut named in the last Will of
the Decedent, dated and codicil(s) dated None
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I Name Relationship Residence
Sue C. Christy
daughter
2039 Hudnut Rd., Schwenksville, PA
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at 40 E. Pomfret Street, Borough of Carlisle, PA 17013
(list street, number, and municipality)
Decedent, then 82 years of age, died 03/17/1962at Carlisle Hospital, PA
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
(Location)
4,800.00.
situated as follows: 40 E. Pomfret St., Carlisle, PA
letters in the appropriate form to the undersigned:
, , Sign~ture~~ ~,
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
~ r~ S/ C. Chr i sty Typed or printed name and residence
~039 Hudnut Road, Schwenksville, PA 19473
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSysterns, Inc. Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate_.according to law. ~~ ~_~ ~ ~ ~ ( ~'JC~ ~
Sworn to or affirmed and subscribed "J ~ ~
5, Sue C. Christy
before me this~ day of
t~'~ ~.~~Register ~
Estateof Sue Catharine Durnin Deceased
Social Security No: 174- 05 - 39c.~i~.te of Death:
AND NOW, ~,c,c~ ~
03/17/1963
, ~oo.~5 , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [T~tamentary (~ministration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
arehereby grantedto Sue C. Christy
in the above estate and that the instrument(s) dated
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........... $
Sho~ Ce~ificate(s) ..... $
\8.oo
Registelr of Will~~J '~J
Renunciation ........ $
Attorney: Jaclyn M. Smith
Affidavits ( ) .... $
Extra Pages ( ) .... $
I.D. No: 90166
Saidis, Shuff, Flower & Lindsay
Address: 2109 Market St.
Codicil ........... $
Camp }{ill, PA 17011
JCP Fee .......... $
Inventory .......... $
Other ........... $
TOTAL ......... $
Prepared by the Pennsylvania Bar Association
Telephone: 717/737 - 3405
Copyright (c) 1996 form software only CPSystems, Inc,
Form RW-1 (1991)
I05.905M REV. 4/96
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
1125508
No.
Charles Hardester
State Registrar
Date
i.
[I
tee b
.
I05.905M REV. 4~96
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
1125509
No.
Charles Hardester
State Registrar
MAY ZOOa
Date
REVo1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Durnin Sue Catharine
DATE OF DEATH (MM-DP-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
I 09/05/z880
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
21-03-0916
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
174-05-3998
~-IIS RETURN MUST BE FILED IN DUPLICA
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
T
4.
HP9
EP,[cO 6.
CR~
K° sK F-] 9.
NAME
C
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Odginal Return ~ 247!
Limited Estate ·
Decedent Died Testate
(Attach copy of Will)
Litigation Proceeds Receivedl I
Supplemental Return U 3.
fd h
~F~l~r°~[~[~§."~ Compromise (date of death after 12-12-1~ 5.
eeqai:ledt Maintained a Living Trust 0 8.
~lttl~o~e~opy of Trust)
Spousal Povedy Credit r~ 11.
(Icl~f death between 12-31-91 and %1-95)
(08
Remainder Return pn
Federal Estate Tax Return
Total Number of Safe Depo
Election to tax under Sec. 9
(Attach Sch O)
Jaclyn Smith
FIRM NAME (If Applicable)
Saidis, Shuff,
Flower & Lindsay
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
26 West High St.
Carlisle, PA 17013
R
E
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A
P
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T
U
L
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717/243-6222
1 Real Estate (Schedule A) (1)
2Stocks and Bonds (Schedule B) (2)
3Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4Mortgages & Notes Receivable (Schedule D) (4)
5Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6Jointly Owned Property (Schedule F) (6)
~---~eparate Billing Requested
7Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8.Total Gross Assets (total Lines 1-7)
9Funeral Expenses & Administrative Costs (Schedule H) (9)
10Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11Total Deductions (total Lines 9 & 10)
l~et Value of Estate (Line 8 minus Line 11)
4,800~00
N~e
NOne
N~)n~
None
None
4,231.00
None
OFFICIAL uSE ONLY
(8) 4,800.00
(11) 4,231.00
(12) 569.00
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13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
l~Jet Value Subject to Tax (Line 12 minus Line 13)
(13).
(14)
569.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15~mount of Line 14 taxable at the spousal tax
rote, or transfers under Sec. 9116(a)(1.2) X
160,mount of Line 14 taxable at lineal rate --.~ ~ _~_ X
17Amount of Line 14 taxable at sibling rate X
18Amount of Line 14 taxable at collateral rate X
19Tax Due
2lk r'--]
.12
.15
.0 6
(15) 0.00
(16) It,
(17) 0.00
(18) 0.00
(19) 0.00
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STRbb I ADDRESS
as__t Pomfret St.
Carlisle
STATE ZIP
;PA
Tax Payments and Credits:
1.Tax Due (Page 1 Line 19)
2Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
17013
Total Credits ( A + B + C )
(1) 0.00
(2) 0.00
3Jnterest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3) 0.00
4if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0.00
5If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SE) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ......................... ~ ~
b. retain the right to designate who shall use the property transferred or its income; ...........
c. retain a reversionary interest; or ....................................
d. receive the prom se for fe of either payments benef ts or care~
2If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ R [~1
3Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. [---] ~-~
4Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ ~ ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of periunJ, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON,RESPONSIBLE FOR FILING RETURN Sue C Christy
- . , ' __ 2039 Hudnut Road
%,' (.i ~_. ~ ~ /~'-~ 7 ~.~ --~k~{ii~[-~--i~Y ....................
SIGNATURE OF PREPARER OTHER THAN REPRESENT¢IVE Saidi s, Shuf f, F1 ower & Linds ay
· ,~- b ~ ,, , .~ / Z ............... ~ ..... ~ ............................... ~ U~ !
(~For dates of death on or after July 1, 1994 and before Januaw 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the 'Suwiving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after Januaw 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the su~iving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a su~iving spouse from tax, and the statutow requirements for disclosure of assets
and filing a tax return are still applicable even if the su~iving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child ~en~-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The t~ rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
D
A
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B
A
T
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REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sue Catharine Durnin
SCHEDULE A
REAL ESTATE
FILE NUMBER
SS~/ 174-05-3998 03/17/1963 21-03-0916
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with ri~lht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
40 East Pomfret Street
Carlisle, PA 17013
(see copy of real property
139-141 E. Pomfret Street
Carlisle, PA 17013
(see copy of real property
DESCRIPTION
record card)
record card)
VALUE AT DATE
OF DEATH
2,600.00
2,200.00
TOTAL (Also enter on line 1, Recapitulation) $ 4,800.00
(If more space is needed, insert additional sheets of the same size)
~ REV-1502 EX trey. 1-97~
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Sue Catharine Durnin
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
SS# 174-05-3998 03/17/1963
FILENUMBER
21-03-0916
Debts of decedent must be reported on Schedule I.
ITEM
NUMBEF DESCRIPTION
A. --UNERAL EXPENSES:
Funeral expenses
5.
6.
7.
~DMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Zip
Year(s) Commission Paid:
Attorney's Fees Saidis, Shuff, Flower & Lindsay
Family Exemption: (if decedent's address is not the same as claimant's, attach explanation)
Claimant Sue C. Christy
Street Address 40 E. Pomfret St.
C~y Carlisle State PA Zip 17013
Relationship of Claimant to Decedent daughter
Probate Fees
Accountant's Fees
Register of Wills
Tax Return Preparer's Fees
OtherAdministrativeCosts
Petition for Probate after 21 Years, filing fee
Filing fee for tax return
Recorder of Deeds, recording fees for fiduciary deeds
AMOUNT
1,200.00
1,860.00
1,000.00
62.00
15.00
15.00
79.00
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
4,231.00
REV-1513 EX + (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Sue Catharine Durnin SS# 174-05-3998 03/17/1963 21-03-0916
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
II.
TAXABLE DISTRIBUTIONS [include outdght spousal distributions, and
tmnsfe~ under Sec. 9116(a)(1.2)]
Sue C. Christy
2039 Hudnut Rd.
Schwenksville, PA 19473
daughter
entire estate
as sole heir
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE1 ON REV 1500 COVER SHEET
~ION-TAXABLE DISTRIBUTIONS:
~,. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
3. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ O. 00
(If more space is needed, insert additional sheets of the same size)
.................................................. Form REV-1513 EX ~Rev, 9-00)
RESIDENTIAL REAL PROPERTY RECORD CARD
~O' E. ~O~FRET .~T~F,~.'~r-
..... 'CDNT. NUMB o 03-21-0320--093
'BLDG
~LAND
"~0._ E~ POMFRET STREET
· CHR.~STY~,,SUE
DOWN INGTOWN, PA.
NO OF CARDS
DISTRICT MAP UNIT
910
CL
2,600
B MAP
C PAGE
D PARCEL
E MISC.
AMOUNT'
DESCRI[,TiON
5lb 7
LAND
'OTAL.
LAND
BLDGS.
TOTAL
)RMATION BY: OWNER TENANT I
'~ER OR OC/~U~ANT SIGN HERE ON INTERIOR INSPECTION
OTHER
DATE
MO. DAY YR,
FIGURE
DEPTH ol F.F.
PRICE
DEPTH
PER CENT
ACTUAL ~1 sub
F. F. PRiC;,E__~ TOTAL
CORNER
INFL.
% J
ADJUST. TOTAL
LSZL~ LQZ_ ZI~LEBO_V t bLG.__
_TILIT/ES .NO GAS
O__AD PAVED
RIVEWAY RIBBON
1
D~P O~_G R~A p H y .LL~HiG H
-.STAYIC
~_O_ %¥ATER
G~RA V~L
DEC LlhJIL*LG
NO ELECTRIC
DIRT
3
GRAVEL
4
__ROUGH _BRUSH
LANDSCAPING
_WARD
.... ~, ..... ZONE
__~LO.S EWE R
.......... NQ T~LEPHOt, E
__SIDEWALK
S_TO N E
~oo: ........ AVERSGE ._ ~ .... GOOD ....
AUTOMATED VALUATION SERVICES
RESIDENTIAL REAL PROPERTY RECORD cARD
DATE
· ,- ]:3;9-141'E. PO~FRET STREET
C[~NT. NUMB. 03-21'-
8i-D6-2 ~ flosses 0320-031
L'AND L~s ~4~ /
1,'39-1~1' E. POMFRET STREET
~ ~- 19335
AMOUNT
DESCRIPTION
//7
2200
909
A .'og
.... FRT-3 ~
OEP /ao~''.. ,
2,aoo '"
DISTRICT MAP
B MAP
C PAGE ~
D PARCEL
E MISC.
NO OF CARDS
UNIT
LAND
LAND ,-
IE'R OR OCCUPANT SIGN HERE ON INTERIOR INSPECTION
OTHER
REAR FRONT DEPTH
FIGURE
PRICE
DATE
MO. DAY YR. 6
// ,
DEPTH
CENT
1
SUB
CORNER t %
INFL. ADJUST1 TOTAL
~J~,IC~---~~v j N C~-
'1 LI TI E.I.~$ NO GAS
~AD P~AVED
IIV.__EWAY RJ_B B ON
POGRAPHY _LOW 1
H_IGH
~IATIG_
NO WATER
~G R A
_SLAB
R~OOUGH
3
BRUS~HH~
D EQLINLbLG_
_NO ELE~CTRIC
P RT
G_RAVEL
LANDS_CAP NG
WABD ................ ZONE
_N O~S~E_ _W E R
......... ~N_Q .TEL_EPH_ONE
_SI~E~WA~ L_K.
_STON~E
POOR 5 .................... ~ ...... ~.
............. AVERAGE GOOD
AUTOMATED VALUATION SERVICES
COMMONWEALTH OF PENNSYLVANIA
D~EPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003830
SMITH JACLYN M, ESQ.
2109 MARKET ST
CAMP HILL, PA 17011
fold
ESTATE INFORMATION: SSN: 174-05-3998
FILE NUMBER: 2103-091 6
DECEDENT NAME: DURNIN SUE CATHARINE
DATE OF PAYMENT: 04/16/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/17/1963
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $38.72
REMARKS:
SAIDIS ET AL
TOTAL AMOUNT PAID:
$38.72
SEAL
CHECK#16989
INITIALS: VZ
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
TNHERITANCE TAX DIvISTON
DEPT. Z80601
HARR/SBURG, PA 171Z8-0601
JACLYH sHITH
sAIDIS ETAL
Z6 ~ HIGH ST
cARLISLE
ON~EALTH OF pENNSYLVANIA
CON~EPARTNENT OF REVENUE
NOT/CE OF /NHERITANCE TAX
AppRATSEHEHT, ALLO#AHCE OR D/SALLOWAHCE
OF DEDUCT/OHS AND ASSESSHENT OF TAX
· ' DATE
ESTATE OF
DATE OF DEATH
FILE NUNBER
04-1Z-200~
DURHIH
05-17-1963
Z1 05-0916
CUHBERLAHD
SUE
:59
COUNTY lO1
ACH ~
HAKE CHECK pAYABLE AND REH/T pAYHENT TO:
REGISTER OF ~ILLS
CUHBERLAHD CO CouRT HouSE
CARLISLE, PA 17015
RETAIN LO~ER pORT/OH FOR YOUR RECORDS
C
"
BUREAU OF TNDTV/DUAL TAXES
TNHERZTANCE TAX DTyTSTON
DEPT. Z80601
HARRTSBURG, PA 17128-0601
JACLYN SMITH
SAIDIS ETAL
26 W HIGH ST
CARLISLE
COMHONNEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOT/CE OF ZNHERZTANCE TAX
~I~pRAZSEHENT, ALLOWANCE OR DZSALLONANCE
~,O?DEDUCT/ONSAND ASSESSMENT OF TAX
DATE Oq-lZ-ZOOq
'04 APR 14 .~qSTATE OF DURNTN
~' ....DATE OF DEATH 03-17-1965
FZLE NUMBER 21 03-0916
~* ::.i~ COUNTY CUHBERLAND
~ ,U~;-;:~,; ~ACN 101
Amoun{ RemiC*ed
PA 1701~
REV-154? EX AFP (01-03}
SUE C
HAKE CHECK PAYABLE AND RENZT PAYMENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-15~7 EX AFP (01-03) NOTZCE OF INHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF DURNIN SUE CF[LE NO. 21 03-0916 ACN 101 DATE Oq-12-ZOOq
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRA/SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e {Schedule A)
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Held S~ock/Par~narship /n~aras~ (Schedule C) ($)
q. Hot,gages/No,es ReceAvable (Schedule D) (~.)
$. Cash/Bank Deposits/Misc. Personal Propar~y (Schedule E) (5)
6. Jointly Owned Propar~y {Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~:al Asse~:s
APPROVED DEDUCT]:ONS AND EXENPTZONS:
9. Funeral Expensas/Adm. Cos~s/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. To~al Deductions
12. Na~ Value of Tax Ra~urn
~z800.00
00
O0
O0
O0
O0
O0
(8)
~,Z31.00
.O0
(11)
(12)
NOTE: To Ansura proper
cradi* ~o your account,
submi~ ~ha uppar portion
of thAs form ~A~h your
~ax payment.
~,800.00
~.231.00
569.00
13.
1~.
NOTE:
Charitable/Governmental Bequests; Non-elec*ed 911:5 Trus*s (Schedule J) (1:5)
Na~: Value of Es~:a~:e Subject: ~:o Tax (lq)
:[f an assessment was Assued previously, l~nes :Lq, 15 and/or 16, 17, 18 and
reflect f~gures that ~nclude the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amoun* of L/ne 1~
16. Amoun* of Line 1~ ~axabla a~ Lineal/Class A ra~e (16).
17. Amoun~ of LAne lq a~ Sibling ra~a (17).
18. Aaoun* of L/ne lq ~axable at Collateral/Class B ra~e (18)~
)al Tax Due
RECE/PT
NUMBER
DISCOUNT (+)
ZNTEREST/PEN PAZD (-)
19. Princi
TAX CRED]:TS
PAYMENT
DATE
INTEREST IS CHARGED THROUGH Oq-Z7-2OOq
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
. O0 x O0 =
569.00 x 02 =
· O0 x O0 =
. O0 x 15 =
(19)=
AMOUNT PAZD
.00
569.00
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
.00
11.38
.00
.00
11.38
IF PAID AFTER DATE /NDZCATED, SEE REVERSE
FOR CALCULATION OF ADD/TZONAL INTEREST.
( IF TOTAL DUE 1S LESS THAN $1, NO PAYMENT 1S REQU/RED.
IF TOTAL DUE 1S REFLECTED AS A 'CRED/T" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE S/DE OF THZS FORM FOR /NSTRUCT/ONS.)
11.38
Z7
38.7Z
.0O
RESERVATION:
PURPOSE OF
NOT/CE:
PAYMENT:
REFUND (CR):
OBJECTZONS:
ADMIN-
iSTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
ZNTEREST:
Estates of decadents dying on or before December 12, 1981 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 8 (collateral) rate on any such futura interest.
To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGXSTER OF NXLLS, AGENT
A refund of a tax credit, which was not requested on tho Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131S). Applications are available at the Office
of the Register of Wills, any of the 25 Revenue District Offices, or by ceiling the special 24-hour
answering service for forms ordering: 1-800-361-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-4q7-3020 (TT only).
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 by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of tho account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Soo page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three [3) calendar months after the decadent's death, e five percent (51) discount of
tho tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, tho first day after the and of the tax amnesty period. This non-participation
penalty is appealable Jn tho same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from tho date of
death, to the data of payment. Taxes which became delinquent before January 1, 1981 bear interest at tho rate of
six (61) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 eel1 bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO4 ara:
Interest Dally Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20X .000548 "['~g'8-1991 Z1X .000501 ~ 91 .OOOZq7
1983 161 .000438 1992 91 .000247 2002 61 .000164
1984 111 .000301 1995-1994 71 .000191 2003 51 .000137
1985 131 .000356 1995-1998 91 .000247 2004 42 .000110
1986 IOZ .000274 1999 7Z .000192
1987 1gl .000274 ZOO0 7Z .000191
--Znterest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.
Sue Catharine Durnin
March 17, 1963
Admin. No. 21-03-0916
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is
complete: Yes X ; No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes ; No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes __; No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
Capacity:
$-i~g~a~ ure II /
Nam~:J Jaclyn Smith, Esquire
I.D.--No. 90166
SAIDIS, SHUFF, FLOWER & LINDSAY_~
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Personal Representat ire
X Counsel for Personal
Representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ZBO601
HARRISBURG, PA 171Z8-0601
COMMON#EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TNHERZTANCE TAX
STATEHENT OF ACCOUNT
JACLYN SMITH
SAIDIS ETAL
26 W HIGH ST
CARLISLE
PA 17013
DATE 06-01-200~
ESTATE OF DURNIN
DATE OF DEATH 05-17-1963
FILE NUMBER 21 03-0916
COUNTY CUMBERLAND
ACN 101
Amoun~ Remitted
SUE C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper port/on of this for. with your tax payment.
CUT ALONG THIS L'rNE ~'* RETAIN LOgER PORT'rON FOR YOUR RECORDS *~
REV-1607 EX AFP (01-03) N~ ZNHER'rTANCE TAX STATEMENT OF ACCOUNT ~
ESTATE OF DURNIN SUE C FILE NO. 21 03-0916 ACN 101 DATE 06-01-200~
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHO#N BELO#
ZSA SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: O~-lZ-ZOOq
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
11.38
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
Oq-16-ZOOq CD003830 27.32- 38.72
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR),
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
TOTAL TAX CREDIT 11.~0
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
PAYNENT:
Detach the top portion of this Notice and submit with your payment made payabla to tha name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF ~/ILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check ar money order payable to: COHHON#EALTH OF PENNSYLVANIA.
REFUND (CR)= A refund of a tax cradit, which was not requested on tha Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-Z315). Applications ars available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Daparteant's Z4-haur
answering sarvica for forms ordering: 1-SOO-36Z-Z050~ servicas for taxpayers with special hasting and / or
speaking needs: 1-800-447-30Z0 (TT
REPLY TO:
Ouestions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. IS0601, Harrisburg, PA 17liS-0601) phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount
of the tax paid is allowed.
PENALTY:
The 15X tax amnesty non-participation penalty is computed on tha total of the tax and interest assessed, and not
paid before January 18, 1996, the first day aftar the end of tha tax amnesty parted.
INTEREST:
Interest is charged beginning with first day of dalinquancy, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became dalinquent bafora January 1, 198Z bear interest at the rate of
six (6X) percent par annum calculated at a daily rate of .000164. Alt taxes which became delinquent on and after
January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z ZOZ .000548 1988-1991 llX .000301 ZOO1 9Z .000247
1985 162 .000438 1992 92 .000247 ZOOZ 62 .000164
1984 llZ .000301 1995-199q 7Z .O00XgZ 2005 5Z .000157
1985 152 .000356 1995-1998 92 .000247 2004 42 .000110
1986 102 .000Z74 1999 72 .00019Z
1987 9Z .000247 2000 8Z .OOOZ19
--Interest is calculatad as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI~UENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notica, additional interest must ba calculated.