HomeMy WebLinkAbout03-0817PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Margaret T. Bryden No.
also known as To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 196-03-3959 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix ~
ert M. Bryden, nam~-d in the I~Yxll ~Ce-cF-4-/19/85,
cedent. The Contingent Executor, David $. Bryden, has signed
a Renunciation allowing Elizabeth .1. Knott to be. the Executrix.
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 5256 Strathmore Pr., Mechanicsburg, PA
(list street, number and muncipality)
Deceg;td~nt,~hen~6 .yegrs %f0%gei[l.die~tlst Se'otember 14 ./0( 200.3
St. , Ualllp Hlll, PA 17011'
at ~o±y ~plrlr ilosplral,
17050
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent 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 $
situated as follows:
84,000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
Eli z'~be th J.
5256 Strathmore Dr.
~chanicsburg, PA 17050
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF Ctenberland _ ss
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
ore me this t~-,~ day of
,""-~ ,~--" / ' _,~--200-3
Estate of
Margaret T. Bryden
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 4/19./85
described therein be admitted to probate and filed of record as the last .will of
Margaret T. Bryden
and Letters Testamentary
)~K 200~ in consideration of the petition on
are hereby granted to Elizabeth J, Knott
FEES
~Probate, Letters, Etc .......... $
Short Certificates( ) .......... $
ation ................ $ /~.~
$ /~.~o
TOTAL $
~i~a .~.~ .... ~ ..............
AffTO~,N~X(Su,. ~,t~]~ D# ~_.~) 19)
John F..~lng,csq.
600 N. Second St., 5th Fir., Harrisburg, PA
ADDRESS
(717) 256-8000
PHONE
17101
Cumberland
Register of Wills of ~ County, Pennsylvania
Estate of
also known as
RENUNCIATION
Margaret T. Bryden
NO.
Deceased
The undersigned,
Robert T. Bryden, Son
r~,~lot;o,~s~,ip) ~' . ',,,
of
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters Testamentary be issued to Elizabeth J. Knott
witness hand this
/_..¢ day of ~~J'-~ , ~_ 2003
69 Cobbs L~:~gnat~e)re)~-'
Lake Ariel, PA ]~436
IAddressl
(Signature)
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
, X~[ 2003.
NOTARIAL
. ~ ~ ....... !
motary ~ublic ~
My Commission Expires:
NOTE:
Renunciations executed outside tho Office of Register of
Wills are required ~n some counties [o be notarized.
RW-13 (Rvsd 9/92)
Cumberland
Register of Wills of ~ County, Pennsylvania
Estate of
also known as
RENUNCIATIO.N
Margaret T. Bryden No. ~
· Deceased
The undersigned,
David J. Bryden, Executor /Son
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters Testamentary be issued to Elizabeth J. ~_ott
of
witness hand this
'.C
t
day of ~ 2003
7506 Woost~Jg~ay ~
Parma, OH 44129
(Address)
(Signature)
(Address)
(Signature)
Sworn to or affirmed and subscribed
before me this ~ r-~ day of
0c¥o~ ~ ,~.~oo3.
Commission Expires:
(Address)
In and/orlhe State d ONo
July 28, 2008
NOTE: Renunciations executed outside lhe Office of Register of
Wills are required in some counties tc be J~otarlzed.
RW-13 (Rvsd 9/92)
· II
o5.9os ~v.(0]/03)
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.
2920138
No.
Charles Hardester
State Registrar
SEP 1 6 2003
Date
H105 143 Rev. 2/87
TYPE/PRINT
IN NAME OF DECEDENT (Far'Ill. Middle, Last)
PERMANENT
SLACK INK
1. Margaret Bryden
AGE (Laat Birthday)
B6 v~.
METHOD OF DISPOSITION
21a. O~er (Specify)
DATE OF DISPOSITION
.FI ~'/. ;k~o3
L~CENSE NUMBER
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE F~LE NUMBER
SEX ] SOCIAL SECURITY NUMBER
Female 13. 196 - 03 -3¢59
DATE OF BIRTH BtRTHPLACE (Cll~ a,d
(Month. Day. Year) Sla~e or Foreign Count~) HOSPIT~I.:
c,.,.~, ~l,~t C~?iR~T HospiTaL- i~,,~-..P..~,"°[] Y., [] ,, .,, ..,~ cube.. (s~>,0.~ ~ ~T~.
~..~ ,offi ,.1~~ ~ ...... ~ ~go~ ,,.
S(ate
~ Did 170. ~ Y~, dl~entll~dln
To the beat of my knowledge, dea~'l oecun'ed at the time, date and place Itated.
DATE OF D~TH (Mq~th, Day, Year
I?~
DATE SIGNED
[Month. Day. Year)
pemon who pronounces doeth.
IMMEDIATE CAUSE (Final
(Month, Day. Year)
I ~.- ~ o o :3 ED TO A ~ED,OAL EX~M,NER,CO.ONER.
Approximate
WAS AN AUTOPSY WERE ALFFOPSy FINDINGS MANNER OF DEATH
PERFORMED? AVAJLABLE PRIOR TO -- (Mona. Day. Y~r)
COMPLETION OF CAUSE Natural[~ Homic~e ~
OF DEATH? Accidenl [] Pending thveatJgBIJofl ~ [] M.
Ye,• No[~" Yes• NOD Suicide[] Could not be d .... lned [] PLACEOFINJURY-AIhoma.~a ....... facto~,o~Clce
CERTIFIER (Check oflly one)
..
30d.
LOCATION ($b-eeL CRy/Town. Slate)
3Of.
ilGNATURE AND TITLE OF CER TIER
LICENSE NUMBER DATE SIGNE~i (Month, Day, Year
NAME AND ADDRE~ ' PERSON WRO COMRLETE S '
(,--. =.) T,. o~P..i ~',.T,~ ~,-.a,.~ ~'~ OF DEATH
DATE FILED (Mo.th, Day, Year)
SEP 1 6 ZrJ03
WILL OF MARGARET T. BRYE~N
I, M~RGARST T. BRY~EN, also known as M~RGARST ELIZABETH BRYr~N, of Clarks
Green, Pennsylvania, declare this to be my last Will and revoke all Wills which
I have previously made.
My husband's name is Robert M. Bryden, and I shall hereafter refer to him
as my husband. I have three (3) children by this marriage, Robert T. Bryden,
residing at R. D. No. 1 (P. O. Box 180), ~us, Pennsylvania, David J. Bryden,
residing at R. D. No. 2 (P. O. Box 35), Clarks Sunsuit, Pennsylvania, and
Elizabeth J. Knott, residing at 127 Edgehill Drive, Wappingers Falls, New York.
FIRST: Personal and Household Effects: I give all of my tangible personal
property including autcmobiles, household and personal effects, together with
all insurance on such property, to my husband, if he survives me by thirty (30)
days; otherwise, I give said tangible personal property to my daughter Elizabeth
J. Knott. While this bequest is absolute, it is my wish that any memorandum I
may leave addressed to my Executor or children indicating my desire with respect
to the disposal of these items, or any of them, shall be regarded.
SEOOND: I give and devise the residue of my estate of every nature and
wherever situate to my husband, providing he shall survive me by thirty (30)
days; otherwise I give and devise the residue of my estate to my children in
equal shares. If one of my children is not then living, his or her share shall
be distributed to his or her then living issue, per stirpes, if any; otherwise
the share of any such deceased child to be distributed in equal shares among
my children then living.
THIRD: Beneficiaries Under 21 or Disabled: If any beneficiary beccmes
entitled to an outright distribution of inccme or principal and is: (i) under
the age of twenty-one (21), or (ii) in my Executor's opinion disabled by illness
or other cause and unable to properly manage the funds:
A. As much of such income or principal as my Executor may from time to
time think desirable for that beneficiary either shall be paid to him or her or
shall be applied for his or her benefit; and
B. The balance of such income and principal, and the net income frcm
those funds, shall be kept invested and managed by my Executor, as trustee,
as a separate trust for that beneficiary, with the trust funds paid to or for
the beneficiary in accordance with the provisions of the preceding paragraph.
When the beneficiary reaches the age of twenty-one (21), or, in my Executor's
opinion, beccmes free of disability, the balance shall be paid to the benefi-
ciary. If he or she dies before that time, the balance shall be paid to his or
her executors or administrators.
Any funds to be applied under this Article either shall be applied
directly by my trustee or shall be paid to a parent or guardian of the benefi-
ciary or to any person or organization taking care of the beneficiary. My
trustee shall have no further responsibility for any funds so paid or applied.
Should the share of a beneficiary, in the sole opinion of my Executor,
be or become too small to warrant continuing such fund in trust, or should its
administration be or become impractical for any other reason, my Executor, in
his or her sole discretion, may pay such share, absolutely, to such beneficiary,
or if the beneficiary is a minor, to the parent or other person maintaining said
minor, or may deposit such share in the minor's D~nme in a savings account in a
savings institution of my Executor's choosing, payable to the minor at maturity.
FOURPH: I appoint my husband, Robert M. Bryden, as Executor of this my
last Will, provided, that if he shall fail to qualify or cease to act as such
for any reason whatsoever, I then appoint my son, David J. Bryden, as Executor
of this my last Will. The foregoing persons are referred to herein as my
"Executor", regardless of gender, and I direct that no Executor shall be
required to give bond for the faithfull performance of his or her duties in any
jurisdiction.
FIFTH: In extension and not in limitation of the powers given by law and
under this Will, my Executor shall have specific powers with respect to all pro-
perty, exercisable from time to time in his or her sole discretion and without
order of court and effective until actual distribution of all my property, as
follows:
(a) to retain any and all of the assets of my estate in the form
existing at my death without being required to convert the same to cash and
without regard to any principle of diversification of risk, so long as retention
thereof is consistent, in his or her judgment, with the principles of prudent
investment set forth in Pennsylvania statutes governing investments by
fiduciaries;
(b) to invest in all forms of property in such manner as he or she
shall deem prudent without being restricted to the classes of investment set
forth in the Pennsylvania statutes governing investment by fiduciaries;
(c) to sell at public or private sale, either outright or on an
installment basis without restriction or limitation, to exchange, or to lease
for any period of time, any real or personal property, and to give options for
sales, exchanges, or leases, for such prices and upon such terms or conditions
as he shall deem proper;
(d) to borrow from anyone, even if the lender is a fiduciary hereunder,
and to pledge property as security for repayment of the funds borrowed;
(e) to allocate receipts and expenses to principal or income or partly
to each as he or she shall frcm time to time, in his or her sole discretion,
deem proper, whether or not any such allocation is prescribed by applicable
Pennsylvania statutes, and such determination shall be binding upon my benefi-
ciaries and any person or entity claiming under them or any of them;
(f) to ccmpromise any claim or controversy and to abandon any property
which is of little or no value;
(g) to make distributions in cash or kind or partly in each;
(h) to hold property in bearer form or in the name of a nominee;
(i) to employ and compensate legal counsel, accountants, investment
counselors, tax counsel, realtors, brokers, attorneys-in-fact, and any other
agents and advisors whenever my Executor shall deem it advisable to do so for
the proper administration and settlement of my estate, and to do so without
liability for any neglect, c~nission, misconduct, or default of any such agent
or professional advisor provided he was selected and retained with reasonable
care.
SIM~H:
I direct that all inheritance, estate, succession, and other
death taxes, of whatever nature and by whatever jurisdiction imposed and
assessed againSt my estate, and which may be payable by reason of my death with
respect to any and all property interests cc~prising my estate for estate tax
purposes, whether or not such property or interests pass under this Will, shall
not be apportioned but shall be paid out of my residuary estate as expenses of
administration and without reimbursement.
SEVENTH: Ail references herein to any particular gender shall include
either or both of the additional genders and references to the singular shall
include the plural where appropriate.
IN WITNESS ~MEREOF, I have hereunto set my hand and seal this
day
of April, 1985.
SIG~ED, SEALED, PLBLISHED and EECLARED by the above named MARGARET T. BRYEEN,
as and for her last Will in the presence of us, who, at her request, in her
presence and in the presence of each other, have hereunto subscribed our names
OC~[~ALTH CF PENNSYLVANIA :
: SS:
COUNTY OF LACEAkmR~/~A :
We, M~RC4~RET T. BRY~EN, DAVID K. BROWN and CHESTER T.
HARHUT , the Testatrix and the witnesses, respectively, whose names are
signed to the attached foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the
instrument as her last Will and that she had signed willingly and that she exe-
cuted it as her free and voluntary act for the purpose therein expressed, and
that each of the witnesses, in the presence and hearing of the Testatrix, signed
the Will as witnesses and to the best of his or her knowledge the Testatrix was
at that time eighteen years or older, of sound mind and under no constraint or
undue influence.
itness _ . ~
Subscribed, sworn to and acknowledged before me
by ~ T. BRYEEN, the Testatrix, and subscribed
and s~orn to before ~me by DAVID K. BROWN
and CHESTER T. HARHUT
day of
, witnesses this
,1985.
OF
i~[4RGARET T. BRYDEN
HENKELMAN, KREDER, 0'CONNELL & BROOKS
ATTI~RN£Y~ AT LAW
SP. RANTE~N, PA. 1BSI'il
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent - Margaret T. Bryden
Date of Death - September 14, 2003
No. 2003-00817 PA No. 21-03-0817
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on November 6, 2003:
Name Address
Elizabeth J. Knott
5256 Strathmore Dr.
Mechanicsburg, PA 17050
David J. Bryden
7506 Wooster Parkway
Parma, OH 44129
Robert T. Bryden
69 Cobbs Lake
Lake Ariel, PA 18436
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
600 N. Second Street
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
Attorney for Estate
RICIL~RD S. i~RIEDMAN
JOHN F. KXNG
FRIEDI~IAN & KING, P.C.
ATTORNEYS AT LAW
(~00 N. SECOND ST.
FIFTH FLOOR
P.O. Box o84
HARRISBURG. PENNSYLVANIA 17108
(?~?) ~ae-oooo
TELECOPIER No, (717) ~136-8080
friedmanandking@hotmail.com
November 19, 2003
Cumberland County Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013-3387
In re:
Estate of Margaret T. Bryden
No. 2003-00817
PA No. 21-03-0817
Dear sir or madam:
Enclosed herewith please find a check in the amount of $3,780.00, which
represents a prepayment towards the taxes for the above-captioned estate. Please forward a
receipt in the enclosed envelope.
Thank you.
JFK/bp:corresaf~cumbregi.ltr
Enclosures
cc: Elizabeth J. Knott, Executrix
i~RIEDI~IAN & I(IN6, P.C.
ATTOI~NEYS AT Lxw
600 N. SECOND ST.
PgNTHOUSE SUITE
P.0. Box 984
HARRISBURO. PENNSYLVANIA 17108
CUMBERLAND COUNTY REGISTER OF WILLS
CUMBERLAND COUNTY COURT HOUSE
1 COURTHOUSE SQUARE
CARLISLE, PA 17013-3387
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDiViDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003263
FRIEDMAN & KING PC
600 N SECOND STREET
HARRISBURG, PA 17101
........ fold
ESTATE INFORMATION: SSN: 196-03-3959
FILE NUMBER: 2103-081 7
DECEDENT NAME: BRYDEN MARGARET T
DATE OF PAYMENT: 11/20/2003
POSTMARK DATE: 11/19/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 09/14/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $3,780.00
TOTAL AMOUNT PAID:
$3,780.00
REMARKS: ELIZABETH J KNOTT C/O
FRIEDMAN & KING PC
SEAL
CHECK# 3
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
105.905 REV.(01/03)
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
3013742
No.
Charles Hardester
State Registrar
NOV 1 6 ZOO3
Date
CORRECTED ITEM(S): 17c,d
H105.143 Rev, ?./8~C~E~.: FD DATE: 1 1-1 7-03 ba~;OMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
PERMANENT
BLACK INK
NAME OF DECEDENT (Flint, Middle, Last)
CERTIFICATE OF DEATH
i
SOCIAL SECURn~ NUMBER
Female 3. 196 - 03 --3959
085566
IOATE OF DEATH (l~nth, Day, Year)
~:~-~5'z.w, b c~ Iq-liDO3
Margaret Bryden
AGE (Last Bk61day)
86
DECEDENT'S U~UAL OCCUPATION
DATE OF B~RTH BIRTHPLACE (CRy and
(Month, Day, Year) Skate or Foreign Couflby) E~Jlea~ie~t []
CITY, BORO, TWP OF DEATH FACILITY NAME (If not in$fltutk~n, give Skeet alld number)
c~,,,~, ti,ti C?}RIT HO$?tTP,.L-
KIND OF BUSINESS / INDUSTRY
Noel Yes F-1 If yes, sPedfY CubAn, (~)
Yea~ No~ ~w~ ~ ~(~)
/_'
I MOTHER'S NAME (Flint. Middle, Maiden Surname)
I INFORMAN'PS MA LNG ADDRESS (Street, Cityfrm, m, ~at~, Zip Co~eJ.
DISPOSITION I PLACE OF DISPOSITION- N~me of Cema, C~ [ LOC~TION - CItyfrown, State, Zip Code
LICENSENUMSER INAMEANDADDRES$OFFAClLITY / ~'.~" ~, ~J~l~ / ~ ~.~.
~$ O iON R"4.. L I~c.~,4u'~s .~ ~,~,ur~.~ F.~:. /,u~
LICENSE NUMBER DATE SIGNED
(Mmlth, Day, Year)
I
(M~nth, Da~ Year) WAS CASE MI:Pt:NH[ED TO A MEDICAL EXAMINER/CORONER?
I/+-¢°°~ I:'. Y"[] Nol~'
i ~llafld~1 not ~es~lting in the undedyiflg ceuse givqm in pART I.
WAS AN AUTOPSYI WERE AUTOPSY FINDINGS I MANNER OF DEATH
PERFOrmED? ~,,~AWL~U[i ~RIOR TO
I
v-I-I No v-I-I 'D Is~' []
I"'
SEP 1 6 ~0~3
FRIEDMAN ~ KING. P.C.
ATTORNEYS AT LAW
600 N. SECOND ST.
FIFTI:I FLOOR
P.O. Box 984
t{ARRISBURG. PENNSYLVA. NI~ 17108
(?~?) ese-aGOG
TELECOPIER NO. (?17) 288'8080
[riedmanandking(~hotmail.com
RICHARD S. FIIlED~
JOHN F. KING
April 21, 2004
Cumberland County Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013-3387
In re:
Estate of Margaret T. Bryden
No. 2003-00817
PA No. 21-03-0817
Dear sir or madam:
Enclosed herewith please find an original and two copies of the Inheritance Tax
Return regarding the above-referenced estate. I have also enclosed a check in the amount of
$15.00 to cover the cost of filing.
After filing, please return a time stamped copy to me in the enclosed envelope.
Thank you.
JFK/bp :corresaf~cumbregi.ltr
Enclosures
cc: Elizabeth J. Knott, Executrix
REV-1500 EX (6-00)
COMMONWEAl.IH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
OFFICIAL USE ONLY
FILE NUMBER
[~1. Original Return
J--~ 4. Limited Estate
~'~6. Decedent Died Testate (Attach copy of Will)
"--]9. Litigation Proceeds Received
[---~ 2. Supplemental Return
[~4a. Future Interest Compromise (date of death after 12-12-82)
[~7. Decedent Maintained a Living Trust (Attach copy of Trust)
[~10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
NAME
John F. King, Esquire
FIRM NAME (IfApplicable) Friedman & King, P.C.
TELEPHONE NUMBER
(717) 236-8000
COMPLETE MAILING ADDRESS
P.O. Box 984
Harrisburg, PA
1. Real Estate (Schedule A) (1) - 0-
2. Stocks and Bonds (Schedule B) (2) -FI - :~ ~.~'.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) - 0 -
4. Mortgages & Notes Receivable (Schedule D) (4) - 0 -
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 10 ~ 533.09
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 73,223.48
[~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) - 0 -
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 4,50 8.33
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 5 36.54
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line 14 taxable at lineal rate $ 78,711.70 x .04. 5 .% (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
r--] 3. Remainder Return (date of death prior to 12-13,-82)
--]5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
~']11. Election to tax under Sec. 9113(A) (Attach Sch
17108
OFFICIAL USE ONLY
83,756.57
5,044.87
78,711.70
-0-
78,711.70
3,542.03
3,542.03
z
Z
O
I,LI
r,,,
r,,,
O
2 1 - 0 3 0 8 1 7
R E S I D E N T D E C E D E N T oou.. CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z Dryden, Margaret T. 196 _ 03 _ 3959
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
I.U 9-14-03 1-28-17 REGISTER OF WILLS
LU (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA I CASH, BANK DEPOSITS, & MISC. I
INHERI'rANCE TAX RETURN
.ES,OE..r O~CEOEN'r
ESTATE OF
MaTgaT~t T. BTy'deT} FILENUMBER 21-03-0817
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
2.
3.
4.
PNC Bank (checking #9200572258)
PNC Bank (savings #9001107599)
Blue Cross (refund)
Discover Card (refund)
TOTAL (Also enter on line 5, Recapitulatior
(If more space is needed, insert additional sheets of ~h~ ~,~m~, -"..,re'
9,116.39
397.32
21.19.
$ 10,533.09
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Margaret T. Bryden 21-03-0817
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule O.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.Elizabeth J. Knott Daughter
Robert T. BTyden
5256 Strathmore Dr.
Hechanicsburg, PA 17050
69 Cobbs Lake
Lake Ariel, PA 18436
Soil
JOINTLY-OWNED PROPERTY:
u- ~ ~ b~ DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERESq
1. A. 9/29/91 AmeriChoice Federal Credit Union $ 79.38 50% $ 39.69
(#30328 - Share Savings)
2. A ]2/26/0~ AmeriChoice Federal Credit Union 58,221.54 50% 29,110.77
(#30328 - Money Market)
3. A 2/9/01 AmeriQ~oice Federal Credit Union 6,050.13 50% 3,025.07
(#3O328-
4. B 5/8/98 APCI Federal Credit Union 21,473.95 50% 10,736.98
(#027250 Savings)
5. B 12/28/01 APCI Federal Credit Union 25,744.51 50% 12,872.26
(#2o718 - cD)
6. B 6/30/0 APCI Federal Credit Union 24,474.29 50% 12,237.15
(#21674- CD)
7. B 5/10/0 APCI Federal Credit Union 10,403.11 50% 5,201.56
(#21719- CD)
TOTAL (Also enter on line 6, Recapitulation) $ 73,223.48
(If more space is needed, insert additional sheets of the same size)
RE~'-1511 EX+ (12-99) f. I __
Margaret T. Bryden FILE NUMBER 21-03-0817
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
t. Prepaid
2.
3.
5.
6.
7.
8.
9.
Michaeleen T. Sultzer (engraving of headstone)
Flowers for funeral service
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EtN Number of Personal Representative(si
Street Address
City
State
Year(s) Commission Paid:
Attorney Fees
Famdy Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
city
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Cumberlan~ Law Journal (advertising)
The Sentinel (advertising)
Filing of Inheritance Tax Return
State , Zip
AMOUNT
435.00
159.00
3,500.00
253.00
75.00
71.33
15.00
4,508.33
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Margaret T. Bryden 21-03-0817
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. $
Verizon
West Shore E~$3.- ALS
TOTAL (Also ente¢ on line 10, Recapitulation)
31.40
505.14
$ 536.54
(If more space is needed, insert, additional sheets of the same size',
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE J
BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Margaret T. Bryden 21-03-0817
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
N~.~,I~ER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1,
Il.
1.
Elizabeth J. Knott
5256 Strathmore Dr.
~chanicsburg, PA
17050
..~obert T, Bryden
69 Cobbs Lake
Lake Ariel, PA 18436
David J. Bryden
7506 Wooster Parkway
Parma, OH 44129
Da~ghte r
Son
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINEI
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
1/3
1/3
1/3
15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
WILL OF MARGARET T. BRYEEN
I, ~ T. BRYEEN, also known as M~ ELIZABETH BRYrEN, of Clarks
Green, Pennsylvania, declare this to be my last Will and revoke all Wills which
I have previously m~de.
My husband's name is P~bert M. Bryden, and I shall hereafter refer to him
as my husband. I have three (3) children by this marriage, Robert T. Bryden,
residing at R. D. No. 1 (P. O. Box 180), Emmaus, Pennsylvania, David J. Bryden,
residing at R. D. No. 2 (P. O. Box 35), Clarks Stmmit, Pennsylvania, and
Elizabeth J. Knott, residing at 127 Edgehill Drive, Wappingers Falls, New York.
FIRST: Personal and Household Effects: I give all of my tangible personal
property including autcmobiles, household and personal effects, together with
all insurance on such property, to my husband, if he survives me by thirty (30)
days; otherwise, I give said tangible personal property to my daughter Elizabeth
J. Knott. While this bequest is absolute, it is my wish that any memorandum I
may leave addressed to my Executor or children indicating my desire with respect
to the disposal of these items, or any of them, shall be regarded.
SEOOND: I give and devise the residue of my estate of every nature and
wherever situate to my husband, providing he shall survive me by thirty (30)
days; otherwise I give and devise the residue of my estate to my children in
equal shares. If one of my children is not then living, his or her share shall
be distributed to his or her then living issue, per stirpes, if any; otherwise
the share of any such deceased child to be distributed in equal shares a~Dng
my children then living.
THIRD: Beneficiaries Under 21 or Disabled: If any beneficiary beccmes
entitled to an outright distribution of inccme or principal and is: (i) under
the age of twenty-one (21), or (ii) in my Executor's opinion disabled by illness
or other cause and unable to properly manage the funds:
A. As much of such inccme or principal as my Executor may frem time to
time think desirable for that beneficiary either shall be paid to him or her or
shall be applied for his or her benefit; and
B. The balance of such inccme and principal, and the net inccme frcm
those funds, shall be kept invested and managed by my Executor, as trustee,
as a separate trust for that beneficiary, with the trust funds paid to or for
the beneficiary in accordance with the provisions of the preceding paragraph.
When the beneficiary reaches the age of twenty-one (21), or, in my Executor's
opinion, becomes free of disability, the balance shall be paid to the benefi-
ciary. If he or she dies before that time, the balance shall be paid to his or
her executors or administrators.
Any funds to be applied under this Article either shall be applied
directly by my trustee or shall be paid to a parent or guardian of the benefi-
ciary or to any person or organization taking care of the beneficiary. My
trustee shall have no further responsibility for any funds so paid or applied.
Should the share of a beneficiary, in the sole opinion of my Executor,
be or become too small to warrant continuing such fund in trust, or should its
administration be or become impractical for any other reason, my Executor, in
his or her sole discretion, may pay such share, absolutely, to such beneficiary,
or if the beneficiary is a minor, to the parent or other person maintaining said
minor, or may deposit such share in the minor's name in a savings account in a
savings institution of my Executor's choosing, payable to the minor at maturity.
FOtgq~7{: I appoint my husband, Robert M. Bryden, as Executor of this my
last Will, provided, that if he shall fail to qualify or cease to act as such
for any reason whatsoever, I then appoint my son, David J. Bryden, as Executor
of this my last Will. The foregoing persons are referred to herein as my
"Executor", regardless of gender, and I direct that no Executor shall be
required to give bond for the faithfull performance of his or her duties in any
jurisdiction.
FIFi~H: In extension and not in limitation of the powers given by law and
under this Will, my Executor shall have specific powers with respect to all pro-
perty, exercisable from time to time in his or her sole discretion and without
order of court and effective until actual distribution of all my property, as
follows:
(a) to retain any and all of the assets of my estate in the form
existing at my death without being required to convert the same to cash and
without regard to any principle of diversification of risk, so long as retention
thereof is consistent, in his or her judgment, with the principles of prudent
investment set forth in Pennsylvania statutes governing investments by
fiduciar les;
(b) to invest in all forms of property in such manner as he or she
shall deem prudent without being restricted to the classes of investment set
forth in the Pennsylvania statutes governing investment by fiduciaries;
(c) to sell at public or private sale, either outright or on an
installment basis without restriction or limitation, to exchange, or to lease
for any period of time, any real or personal property, and to give options for
sales, exchanges, or leases, for such prices and upon such terms or conditions
as he shall deem proper;
(d) to borrow from anyone, even if the lender is a fiduciary hereunder,
and to pledge property as security for repayment of the funds borrowed;
(e) to allocate receipts and expenses to principal or income or partly
to each as he or she shall frc~ time to time, in his or her sole discretion,
deem proper, whether or not any such allocation is prescribed by applicable
Pennsylvania statutes, and such determination shall be binding upon my benefi-
ciaries and any person or entity claiming under them or any of them;
(f) to compromise any claim or controversy and 'to abandon any property
which is of little or no value;
(g) to make distributions in cash or kind or partly in each;
(h) to hold property in bearer form or in the name of a nominee;
(i) to employ and compensate legal counsel, accountants, investment
counsel6rs, tax counsel, realtors, brokers, attorneys-in-fact, and any other
agents and advisors whenever my Executor shall deem it advisable to do so for
the proper administration and settlement of my estate, and to do so without
liability for any neglect, o~mission, misconduct, or default of any such agent
or professional advisor provided he was selected and retained with reasonable
care.
SIXTH: I direct that all inheritance, estate, succession, and other
death taxes, of whatever nature and by whatever jurisdiction imposed and
assessed against my estate, and which may be payable by reason of my death with
respect to any and all property interests ccmprising my estate for estate tax
purposes, whether or not such property or interests pass under this Will, shall
not be apportioned but shall be paid out ofmy residuary estate as expenses of
administration and without reimbursement.
SEVENTH: Ail references herein to any particular gender shall include
either or both of the additional genders and references to the singular shall
include the plural where appropriate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /9tk day
of April, 1985.
SIGgED, SEALED, P[BLISHED and EECLARED by the above named MARGARET T. BRYEEN,
as and for her last Will in the presence of us, who, at her request, in her
presence and in the presence of each other, have hereunto subscribed our names
a~s Witnesses.
~TH CF PENNSYLVANIA :
: SS:
COUNTY OF LAC~AkmA~NA :
We, M~RC4kRET T. BRYEEN, DAVID K. BROWN and CHESTER T.
HARHUT , the Testatrix and the witnesses, respectively, whose names are
signed to the attached foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the
instrument as her last Will and that she had signed willingly and that she exe-
cuted it as her free and voluntary act for the purpose therein expressed, and
that each of the witnesses, in the presence and hearing of the Testatrix, signed
the Will as witnesses and to the best of his or her knowledge the Testatrix was
at that time eighteen years or older, of sound mind and under no constraint or
undue influence.
rMARGAR~P T. BRY~EN ~/
wit~d~s
Subscribed, sworn to and acknowledged before me
by MARG~-RST T. BRYEEN, the Testatrix, and subscribed
and sworn to before me by DAVID K. BROWN
and
CHESTER T. HARHUT
day of ' ~
Notary P~lic
, witnesses this
, 1985.
~ FL TOU~:O, NOTMY ~
BUREAU OF ZND/VZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
JOHN F KING ESQ
FRIEDMAN & KING PC
PO BOX 98q
COMHON#EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT/CE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-I;47 EX AFP (01-03)
PA 17108
Ju,,~ -'7
BATE 06-08-200q
ESTATE OF BRYBEN
BATE OF BEATH 09-1~-Z003
FILE NUHBER 21 03-0817
!eeLIN'i~'Y CUHBERLAND
ACN 101
l leoun{ Remitted
HARGARET
HAKE CHECK PAYABLE ANB REMIT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORBS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR BZSALLONANCE OF DEBUCTZONS ANB ASSESSMENT OF TAX
ESTATE OF BRYDEN MARGARET T FILE NO. 21 03-0817 ACM 101 DATE 06-08-200q
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAZSEB VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
3. Closely Hold Stock/Partnership Znteres~ (Schedule C) ($)
q. Mortgages~No,es Receivable (Schedule D) (q)
5. Cash/Bank Doposits/M/sc. Personal Property (Schedule E) ($)
6. Jo/ntly Owned Proper~y (Schedule F) (6}
7. Transfers (Schedule G) (7}
8. Total Assets
APPROVED BEBUCT]ONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cos~s/Misc. Expenses (Schedule H) (9)
10. Dobts/Mortgago Liabilit/ms/Lions (Schmdulo 1) (10)
11. Total Deductions
Nat Value of Tax Rmturn
10z533.09
73/ZZ3.q8
.00
.00 NOTE: To /nsuro proper
.00 credit to your account,
.00 subm/t the upper port/on
.00 of ~h/s form with your
tax payment.
(8)
q,508.33
536.5q
13.
lq.
NOTE:
83,756.57
(11) ~;. n~q.87
(lZ) 78,711.70
Char/table/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Net Value of Estate Sub,eot ~:o Tax (lq)
:If an assessment was issued previously, lines la, 15 and/or 16, 17,
re~lect figures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX: 15. Amount of L/ne lq e~ Spousal rate
16. Amoun~ of Line lq taxable at L/noel/Class A rate
17. Amount of L/no lq at S/bl/ng rate
18. Amount of Line 1q taxable at Collateral/Class B rata
19. Princ/~al Tax Duo
TAX CREBZTS:
PAYMENT RECEIPT DISCOUNT (+J
DATE NUMBER INTEREST/PEN PAID (-)
11-19-2003 CD003263 177.10
.00
78,711.70
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL /HTEREST.
18 and 19 will
(zs) .00 x O0 = .00
(26) 78,711.70 x Oq5= 3,5qZ.03
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(:19)= 3,5qZ.03
AMOUNT PAID
3,780.00
TOTAL TAX CREBZT
BALANCE OF TAX BUEI
INTEREST ANB PEN.I
TOTAL BUE
3,957.10
q15.O7CR
.00
q15.07CR
( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT IS REQUIRED.
TF TOTAL DUE TS REFLECTED AS A 'CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE STDE OF THIS FORM FOR TNSTRUCTZONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADH[N-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collatara1) rate on any such futura interest.
To ~ulfill the requirements of Section ZI¢O of the Inheritance and Estate Tax Act, Act Z$ of 2000o (TZ P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF #ILLS, AGENT
A refund of a tax credit, which wes not requested on the Tax Return, may be requested by coepleting an *'Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications ara available at the Office
of the Register of Hills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour
answering service for fores ordering: 1-800-56Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-50Z0 (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. Z810Z1, Harrisburg, PA 171Z8-1021, OR
--election to have the matter determined at audit of the account of the personal raprssantativa, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of XndividuaX Taxes, ATTN: Post Assessment Review Unit, Dept. ZBOBOX, Harrisburg, PA 171ZD-0601
Phone (717) 787-6505. See page 5 of the booklet "Xnstructions for Xnheritance Tax Return for a Resident
Decedent" (REV-150X) for an explanation of administratively correctable errors.
Xf any tax due is paid within three (3) calendar months after the decedant*s death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nat
paid before January 18, 1996, the First day after the end of the tax amnesty period. This non-participation
penalty is appealable in the 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 the date of
death, to the date of payment. Taxes which became delinquent before January 1, LeBZ bear interest at the rate of
six (BI) percent par annue calculated at a daily rate of .000164. All taxes which became delinquent on and after
January X, 1982 will bear interest at a rate which aiXX vary from calendar year to calendar year aith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20Z .000548 ~'~)'~8 - 1991 llZ .000301 ~ 9Z .000247
1983 X6Z .00043B 199Z 9X .000247 ZOOZ 6Z .000164
1984 llZ .000501 1993-1994 7Z .000192 2003 5Z .000157
1985 I~Z .000356 1995-1998 92. .000Z47 2004 42. .000110
1986 IOZ .000Z74 1999 7Z .O0019Z
1987 IOZ .000274 ZOO0 7Z .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPA/D X NUNBER OF DAYS DELXNQUENT X DAXLY XNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of tho assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
JOHN F KING ESQ
FRIEDHAN & KING PC
PO BOX 984
HBG PA 17108
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TNHERTTANCE TAX
STATEHENT OF ACCOUNT
~;5'i~/~:}~ : : ~J ?~STATE OF BRYDEN HARGARET T
DATE OF DEATH
F[LE NUHBER 21 05-0817
'04 JUL 30 Al~Ty CUHBERLAND
ACN 10
(~,[~ : ~ ~.{ .~7 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF MILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credit to your account, submit the upper port/on of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP ¢01-03) ~* INHERITANCE TAX STATEMENT OF ACCOUNT ~*~
ESTATE OF ]~RYDEN MARGARET T FILE NO. 21 05-0817 ACM 101 DATE 07-06-2004
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAHED ESTATE. SHONN BELOW
IS A SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS,, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 06-01-2004
PR[NC[PAL TAX DUE:
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
11-19-2005
06-18-2004
RECEIPT
NUMBER
CD005265
REFUND
DISCOUNT C+)
INTEREST/PEN PAID C-)
177.10
.00
AMOUNT PAID
5,780.00
415.07-
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN 91,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"
TOTAL TAX CREDIT
$,542.05
.00
BALANCE OF TAX DUE
INTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.