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HomeMy WebLinkAbout01-0882 PETITION FOR PROBATE and GRANT OF LETTERS c1./~- 8~2. RUSSELL READY No. To: Estate of also known as Deceased. Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 172-01-8414 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the e)ecutQrs in the last will of the above decedent, dated May and codicil(s) dated None named ,19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at MAnnrr.::lrp) 1700 Market Street., Camp Hill, Pennsylvania. (list street, number and muncipality) Decendent, then 86 years of age, died September 15, , ~ 2001 , at Holy Spiri t Ho!=;pi tA 1, F.::u:t Ppnn!::hnrn '1'mim9bj r '" C'].1!lberland C.ollnty, PA 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: None 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: . $ TTnp~tim::ltprl $ $ $ None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters tp-!=;tAmpnt::lry (testamentary; administration c.La.; administration d.b.n.c.La.) theron. - VJ Q) h ~;::.e~~~;~c ~Z -g.g 398 King' s Highway #24 rn~ Marvsville. PA 17053 3~ <I)...... ;:;0 ~ r::: bI) en OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 ss COUNTY OF CUMBERLAND J 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. V) ~. :::l ~ ..... ~ ~ ~ /7-q-/J No. ~J-O' -~'L Estate of RUSSELL READY , Deceased AND NOW September * 200J.in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated May 7, 1984 described therein be admitted to probate and filed of record as the last will of Russell Ready and Letters T est amen t a rv are hereby granted to Russell Eric Ready and Walter R. Ready FEES Probate, Letters, Etc. ......... $~ ~~~..,~,.@9.~~cates6) . . . . . . . . .. $ 15/y) }.-- .~. qw .......JCty.. : 5 00 Filed . .g...~.lf...O'I.~~~~. =. ~. ~ ~...~. (717)697-8528 PHONE OS.80S REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Recor4s Office (or permanent filing, WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7622463 No. Date /) -~'V7 ~.-'" U:'0v // '- ';;'4-1-" ~r - Local Registrar SEP 1 7 zoot ..144 Rev. 1/111 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE.OF DEATH (Coroner) UNOER 1 DItI Hoon Mlnulet 1llRTH~ (QIy lIllc:l SIlIIe Of foreign CllunItyl Fnola, Pa DUE 10 (a:l /IS A CONSEQUENCE OF): cI. WERE AlS1OP$Y FlHDINGS --.ABlE PAtClR 10 COMPLETION OF CAUSE OF DERH? MANNER OF OERH o ~ o HomIcIde p.,ldlng '___Ion CIUcI not be ....,minId Aug. 29,2001 Haw.. .0 NoD AccIcIIlnI SuIcIde II. ... 2Ib. CeftTR!II (Ched< <riy one) 'ClERTlfYING PHY8lCIAN ~ cerifvino _ 01 deIIlh ...... enolher phyIiciMhaI protlOUllCed d88lh and compI8led Item 231 To......ofMY~....__....to..--ce)....__.............,............ ........... ............... ...... .1'ftOIIOC1NC1NG ANOCEIITPtlNG PtlYIlCWf ~ balh pronauncing .....lIllc:l<*1ilyWlQ 10_ 01 <IelII\l To...... of IllY .............. __................. ....,.... ........ to'" ~I- - -....... . . . . . . . . . . . . . . . , . . . . . . . . .~~ Onthe....of......nIIIIon mdlar ....l....II,..lln.lIlfllY opinion. ......-.rrod..tile tl.... ...... 8nd pIIIco. 8Ilddue to tile CIlUIO(s) 8nd ----.....,.,...,...,.,.......,.,..."........-.................................................. ...... ".. b,,(1 / ~I/II I om: ~ DEAl'H (Month, Day, 'llI8rl .. September 15,2001 ~o DId ~ live In. townIllIp? MAAITAL swus. Mam.d SURVIVING SPOUSE ,.,....., ManIad. WidoolMd, (It.. gMI maiden neme) CoIege 0I00rC*l (SpeciIy) (1-401'5+) 1.. Married trice Sheaffer 17CXJ ..dtCOdenIllwdln East: PP-nllSboro t:. ~'t<. Pa R? NoD MAT II: 0IIlar 1IQnll/cMl____ -.ibullng IOdIIlII, IIuI not.-.lting In IIw undlIrlylng _ gIVen III PART I. TIME OF INJURY INJURY /(f WOAI<? 0ESCAI8E HOW lNJUflV OCCUAAeD. ~ Fall from wheelchair in '11M 0 No" nursing home Aprx. Hill, PA Coroner M. / \~ \~: ~~ ~ \ \ 'I ') LAST WILL OF RUSSELL READY I, RUSSELL READY, of the Township of East Pennsboro, Cumberland County, Pennsylvania, declare this to be my Last Will, and revoke any and all Wills previously made by me. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon as practical after my decease. ITEM 2: I devise and bequeath all of my estate of every nature, wheresoever situate, together with insurance thereon, to my wife, BEATRICE R. READY, providing she survives me by thirty (30) days. ITEM 3: If my wife does not survive me, I dispose of my estate as follows: (a) I direct that my then living children shall have the right at their option to select and receive any lot according to age, my household furniture and furnishings, clothing, jewelry, guns, articles of adornment and personal effects at the appraised value thereof with adjustments by cash to equalize the share of my then living children. (b) I direct that the remaining property of my estate, both real and personal, shall be sold at public or private sale as my Executors shall determine and converted into cash of which I give and bequeath to my then living children, share and share alike. ITEM 4: I direct that all my taxes that may be assessed in conse- quence of my death, of whatever nature and whatever jurisdiction shall be paid from my residuary estate as part of the expense of the administration of my estate. II . . ITEM 5: I direct that I be buried in the lot which I own at the Stone Church Cemetery, Wertzville Road, Silver Spring Township, Cumberland County, Pennsylvania. ITEM 6: I appoint my sons, RUSSELL ERIC READY and WALTER R. READY, Executors of this my Last Will. ITEM 7: I direct that my Executors shall not be required to give bond for the faithful performance of their duties in any juris- diction. this IN WITNESS WHEREOF, I have hereunto set my hand and seal ~ day of ~ ' 1984. ~~(~1 Russell Ready I' ~ II I . . The preceding instrument, consisting of this and two (2) other typewritten pages identified by the signature of the Testator, RUSSELL READY, was on the day and date thereof signed, published and declared by RUSSELL READY, the Testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. -1\J).,:~ ' ~~reSiding ~~~~~ residing at ,-t.1 !~ ~l!. )7 () '13 3qOJ ~ <77: at (J,hVlf {.J ..J..t) d{ /7 (J I / II . . COMMONWEALTH OF PENNSYLVANIA) ) ss: COUNTY OF CUMBERLAND ) We, RUSSELL READY, -1\-e- L e bl 1!), C ".~ EEiIh ,and \4 e, N r if. \," ~ N e. , the Testator and the wit- nesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and execute the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his or her knowledge, the Testator was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~7 ~ ~ /!~4'~ ,. Russell Ready Subscribed, sworn to and acknowledged before me, a and sworn to before me by 1/.12 AJ /Z y F (? ~ C/ /1/ c=.- I I ,VP /11/ , 1984. / READY, the Testator, and subscribed lIe/e/l./ /;y. G7~1'/7/ /# , and , witnesses, this 7.4 day of Notary Public, by RUSSELL 2~t.€t1 NotarY Pub 1 . (SEAL) FlLEEN B. COYNE NOTARY PU3l/C 3901 Market St. (Ho:I+,de", Twp.) CAMP HIll.. PA' , ." My Commission Expires June 26, 19"/? l(' E ..-- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Russell Ready, Deceased Date of Death: September 15,2001 No. 2001-00882 PA No. 2101-0882 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 or about September 26, 2001 : Name Address Beatrice R. Ready 2 Bridge Road Enola, P A 17025 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: September 26, 2001 . chard C. Snelbaker, Esquire Snelbaker, Brenneman & Spare, P.C. 44 West Main Street P.O. Box 318 Mechanicsburg, P A 17055-0318 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) 1ECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT READY RUSSELL ERIC 398 KING'S HIGHWAY NO. 24 MARYSVILLE, PA 17053 ------- told ESTATE INFORMATION: SSN: 172-01-8414 FILE NUMBER: 2101-0882 DECEDENT NAME: READY RUSSELL DA TE OF PAYMENT: 10/29/2002 POSTMARK DATE: 10/28/2002 COUNTY: CUMBERLAND DATE OF DEATH: 09/15/2001 NO. CD 001778 ACN ASSESSMENT CONTROL NUMBER AMOUNT 01156511 I $60.99 I I I I I I I I TOTAL AMOUNT PAID: $60.99 REMARKS: RUSSEL E READY CHECK#175 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS / ? - Cj'- /1 'v BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOKANCE OR DISALLOKANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (01-02) RUSSEL E READY LOT 24 398 KINGS HWY MARYSVILLE PA 17053 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-22-2002 READY 09-15-2001 21 01-0882 CUMBERLAND 172-01-8414 01156511 Allaunt Rellitted RUSSELL MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-v:i54-i-Ex--AFii-foi~o2i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-22-2002 ESTATE OF READY RUSSELL DATE OF DEATH 09-15-2001 COUNTY CUMBERLAND FILE NO. 21 01-0882 TAX RETURN WAS: S.S/D.C. NO. 172-01-8414 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 01156511 FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0070541450 TYPE OF ACCOUNT: () SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 08-28-1964 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 2,385.81 0.166 397.64 .00 397.64 .15 59.65 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 10-30-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 59.65 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.34 TOTAL DUE 60.99 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J / j- V-// ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REY-1U7 EX AFP (01-02) RUSSEL E READV LOT 24 398 KINGS HWV MARVSVILLE PA 17053 DATE ESTATE OF DATE OF DEATH F.J LE NUMBER COUNTY ACN 12-03-2002 READV 09-15-2001 21 01-0882 CUMBERLAND 01156511 RUSSELL Allount Rellitted 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, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i6o;-Ex-AFP-C(fi:02j-------...--iNirERITANc'E-ii,x--STATEME-tii-oF"-AC-couiif--.i.---------------- -- --- ESTATE OF READY RUSSELL FILE NO. 21 01-0882 ACN 01156511 DATE 12-03-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-22-2002 P R I NCI PAL TAX DUE: ........................................................................................................................................................................................................................... 59.65 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-28-2002 CDOO1778 1.32- 60.99 TOTAL TAX CREDIT 59.67 BALANCE OF TAX DUE .02CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .02CR . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~l AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE ESTATE OF DATE OF DEATH FILE NUMBER .,(COUNTY 'SSN/DC ACN RUSSEL E READV LOT 24 398 KINGS HWV MARVSVILLE PA 170a~ 10-22-2002 READY 09-15-2001 21 01-0882 CUMBERLAND 172-01-8414 01156511 A.ount R..11 tt.d ~O. qCj * REV-1~'i8 EX AFP 101-02) RUSSELL MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------- COHNONHEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE , ,BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG, PA 171ZB-0601 REV-~K4$ EX AFP CO~-On) RUSSEL E READY LOT Zq 398 KINGS HWY MARYSVILLE PA 17053 INFORMATION NOTICE FILE NO. 21 01-0882 AND TAXPAYER RESPONSE ACN 01156511 DATE 11-21-2001 EST. OF RUSSELL READY S.S. NO. 172-01-8~1~ DATE OF DEATH 09-15-2001 COUNTY CUHBERLAND TYPE OF ACCOUNT [] SAVINGS [] CHECKING D TRUST [] CERTTF. REHTT PAYHENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST FINANCIAL SERVICES has provided the Department Hith the information listed below which has been used in calculating tho potential tax due. Their records indicate that at the death of the above decedent, you mere · joint owner/beneficiary of this account. Tf you feel this information is incorrect, please obtain written correction from the financial institution, attach e copy to this fore end return it to the above address. This account is taxable in accordance .lth the Tnheritance Tax La.s of the Common.smith of Pann~lu~Le. Questions =ny be ensnared by calling (717) 787-8~Z7. COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 00705~1q50 De*-. 08-28-196~ Established Account Balance 2,385.81 Percen* Taxable X 16.6 6 7 Amount Subject to Tax 397.6~ Tax Rata X .15 Potential Tax Due 59.65 To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of #ills. Hake check pa~mble to: ~Register of ~llls, Agent". NOTE: Zf tax payments are lade within three (~) loathe of the decedent's date of death, you nay deduct · 5~ discount of the tax due. Any inheritance tax due .ill becalm delinquent nine (9) months after the date of death. PART TAX LINE PART TAXPAYER RESPONSE I. [] The above lnformt/on e~ tax due Is correct. l. You lay choose to re. it payment to the Register of Hills .lth t.o copies of this notice to obtain CHECK a discc~t or avoid interest, or you lay check box "A" end retu~ this notice to the Register of BLOCK .. [] The above asset has been or m/Il be reported and tax paid with the Pennsylvania lnherit~ce Tax return ONLY to be ~iled by the decedsnt's representative. C. ~The above in~or~tion is incorrect and/or debts and deductions mere paid by you. You lust complete PART [] an~or PART ~belo~. If yoU indicate a d~ffarent ~ax-rete, please state ~our relationship to decedent: ~OUSe RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS l. Date Establtshe4 I AUqUSt 28. 19~ 2. Account eaZanca 2 $ 2,385.81 3. Percen~ Taxable 3 ~ ~0~ ~. A.o~ SubJec~ *o Tax ~ ~1,,192-90 5. D~s and De~c~ions 5 _ O. O0 6. ~o~ Taxable 6 S].]9~_~0 7. Tax Rat. 7 ~ O~ ~. T,x ~u, ~ ~ 0.0 0 PART DATE PAID DE~TS AND DEDUCTZONS CLAZHED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax .Computation) U~,dsr penalt/es of perjur¥,~Z declare tha~ *he Tact= Z have reported above era true, correct and ~ comp.],~tb ~o ~be bos~ of my~o~ge and belief. RICI-12~D C. SNELBAKER KEITH O. BRENNEMAN PHILIP H. SPARE SNELBAKER, BRENNEMAN ~ SPARE A PROFE~$$1ONAL COI~POR~TION ATTORNEYS. AT LAW .e~ WEST MAIi~ STREET MECHANICSBUR. G, PENNSYLVANIA 17055 P. O. BOX 318 FACSIMILE (717) 697-7681 Russell E. Ready 398 Kings Highway Lot 24 Marysville, PA 17053 February Walter R. Ready 25 Ridge Road Marysville, PA 17053 Re: Estate of Russell Ready, Deceased Gentlemen: I am continuing to resolve the joint deposit issue created by Allfirst Bank as discussed in my earlier letter of January 7, 2004. Based upon your telephone report, I understand that your father used no middle initial. Therefore, the question arises as to who is "Russell E. Ready?" . Since your mother is the co-owner of the subject account, I have made the assumption (subject to your disapproval) that the joint account was created between your mother and father rather than with Russell Eric Ready. Under those circumstances, the account would pass to your mother upon your father's death. Such transactions are not taxable and we can close the account by having your mother sign the enclosed form at the line at the very bottom of the page. On the other hand, if the account was in fact owned by Russell Eric Ready and your mother, then we will need to revise the form and attempt to change the perception that Russell E. Ready has died. Needless to say, this approach to the issue is going to be more complicated. The result will be the same: No tax due since there were no deaths. Regardless of the ease of filing, we need to be correct and accurate. Again, I am assuming that the reference to "Russell E. Ready" was indeed your father. If you concur with this conclusion, please have your mother sign one of the forms and return to us. RCS:jjc Enclosure If you have any questions or problems with the foregoing, please feel free to contact me. urs, "' · Rictt~hat-C. Snelbaker Cumberland County- Register of Wills Hanover and High Streets Carlisle, PA 17013 Phone: (717) 240-6345 Date: 8/03/2004 RUSSELL ERIC READY Estate of READY RUSSELL File Number: 2001-00882 Dear sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel. Within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 09/15/2004 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, GLENDA FARNER STRASB/kgSIGH REGISTER OF WILLS cc: File Personal Representative (s) Counsel Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: Russell Ready DateofDeath: September 15, 2001 Will No.' 21-01-0882 Admin. No.: 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 k---] 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: ao Did the personal representative file a final account with the Court? Yes _ No [] See attached Addendum 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 ~1 See attached Addendum Date: 8/9/04 Copies of receipts, releases, joinders and approval of formal or informal accounts may bewi~filed wi the Clerk of the Orphans' Court and may be attached to thi r_e,~~~--~ ,~.,~,~_, Sib~n~-ture Richard C. Snelbaker NRiile Snelbaker, Brenneman & Spare, 44 West Main Street Mechanicsburg, PA 17055 Address 717-697-8528 Telephone No. P.Co Capacity: [-] Personal Representative [] Counsel for personal representative ADDENDUM TO STATUS REPORT Additional response to ¶ 3: This estate was opened for the sole purpose of instituting possible litigation. Since that purpose was abandoned, no further action has been taken because none was/is needed The Decedent had no individually owned assets; therefore, the estate will serve no further purpose and should be deemed to be completed and closed. J 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg. PA 17128-0601 RESIDENT DECEDENT 21 01 0882 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 172-01-8414 09/15/2001 10/14/1914 Decedent's Last Name Suffix Decedent's First Name MI Ready Russell (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Ready Beatrice R Spouse's Social Security Number 181-OS-4460 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) '• 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 5. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death _ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Richard C. Snelbaker (717) 697-8528 ` ~ c '~ ~" -~ Firm Name (If Applicable) REGISTEF ;t ~fIL! S~I~E L~CaL1 ~ ; ~ ~ Snelbaker & Brenneman, P. C. ~ ?'~ ,~. • - ~, R.7 Frst line of address , 44 West Main Street - -. Second line of address ' ~ -- > -i C+7 _ ~ i P.O. Box 318 ~ "~' ~~~ ..._ ~ ~ Citv or Post Office State ZIP Code D ~Tc. f-,L~~~ Mechanicsburg PA 17055 Correspondent's e-mail address: U^der penalties of penury, I declare that I have examined this return, including accompanying schedules and statements, and to the nest of my knowledge and dehe` it s *.rue, correct and complete. Declaration of preparer other than the personal representative is based~n all information o` which preparer has any knowledge. S'.GNATURE OF PERSON RESPONSIBL OR FILING RETURN ~ ~ DATE (aoDRESS Russell Eric ady, Executor ~lalter R. Ready, ecutor S'CjtQAT E REPA R OTHER THAN REPRESENTATIVE DATE ADD Ess 44 West ~a~in17~~~eet, Mechanicsburg Richard C. Snelbaker, Esquire PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ' 1, ~` ... J 15056],0],05 REV-1500 EX Decedent's Social Security Number Decedent's Name: Russ@II Ready 172-01-8414 RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. ' 0.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00 4. 9 q ( ) ......................... Mort a, es and Notes Receivable Schedule D 4. .. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 0.00 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0.00 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 0.00 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 0.00 9 Funeral Expenses and Administrative Costs (Schedule H) ........ .......... 9. 10. Debts of Decedent, Mortgage Liabilities. and Liens (Schedule I) .............. 10. 11 Total Deductions (total Lines 9 and 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 made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13} ...................... .. 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate; or transfers under Sec. 9116 (a)(1.2) x .o_._ -12,532.02 15. 10. Amount of Line 14 taxable a. lineal rate X .0._ 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. 2O FILL IN ThiE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 150561,0105 150561,0105 693.30 11, 838.72 12,532.02 -12,532.02 O.OC -12,532.02 0.00 0.00 O REV-1500 EX cage 3 _ File Number Decedent's Complete Address: 21 01 os82 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Russell Ready 172-01-841_ _4 STREET ADDRESS Manorcare Nursing Home, 1700 Market Street Camp Hill Borough CITY I STATE ,ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0.00 2. CreditslPayments A. Spousal Poverty Credit __ __.__ _ -____ B. Prior Payments ___ ___ __ ___ C. Discount _ Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest __ -- E. Penalty - - - Total InterestlPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Llne 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. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Ye_s No a. retain the use or income of the property transferred :.......................................................................................... '`; ^K b. retain the right to designate who shall use the property transferred or its income : ........................................... c. retain a reversionary interest; or ........................................................................................................................ ^_ ~' tl. receive the promise for life of either payments, benefits or care? ..................................................................... [.J 2 If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate considerapoy........p .....................................................y............................................_ -- Did decedent own an "in trust for" or a able u on death bank account or secunt at his or her death?. '~ ~ 4. Did decedent oevn an Individual Retirement Account, annuity, or other non-probate property which _ contains a beneficiary deslgnation? ....................................................................................................................._ ._' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates o' death on or after July i, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivinc spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates cf death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a;. (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fling a tax return are still applicable even if the surviving 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 twenty-one years of age or younger at death to cr for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted it 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 twelve (12) percent [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. REV-15D9 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERRANCETAX RETURN RESIDENT DECEDENT SCHEDULEF JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER RUSSELL READY 21-O1-0882 If an asset was made joint within one year of the decedent's date of death, it m ust be reported on Schedule G. SURV'V ING JOINT TENANT(S) NAME ADDRESS RELATIONS HIP TO DECEDENT The estate was opened for t e sole purpose of instituting possible litigation. Si ce that purpose was abandoned, no further action has ben taken because none was/is needed. The Decedent had no individually owned assets. JOINTLY-OWNED PROPERTY: LETTER DATE ! DESCRIPTION OF PROPERTY % OF DATE OF DEATH RFC FOR JOINT, MADE INCLUDE NAME OF FINANCIALINSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S ~ VALUE OF I NUMBER OR SIMILN2IDENTIFYINGNUMBER.ATTACHDEEDFOR VALUE OF ASSET INTEREST DECEDENTS INTEREST NUMBER TENAN i JOINT ~ JOINTLY-HELD REAL ESTATE. 0.00 (If more space is needed, insert additional sheets of the same size) 3W46AE 1 000 REV-1511 E;t+(10-06 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NU~~vnI Eqq RUSSELL READY 21-U~-U882 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: Zip 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant I Street Address City State Zip Relationship of Claimant to Decedent i 4. t Probate Fees 5. ' Accountant's Fees 6. ' Tax Return Preparer's rr=ees Snelbaker & Brenneman, P.C., claim for following costs: 7' ~ a. Register of Wills, Short Certificate $3.00 b. Sheriff Cumberland County, service fee -.$70.35 c. Register of Wills, probate fees $47:00 d. Cumberland Law Journal, advertise Executors $75.00 I Notice ~ ~. Patriot-News, advertise Executors Notice $134.82 f. Capitol Copy Service, Manorcare records $84.69 g. Chart One, Inc., hospital records $222.94 h. Prothonotary, filing fee for Writs of Summons $55.50 State 693.30 693.30 TOTAL (Also enter on line 9, Recapitulation) $ ~wasnc ~ ooc (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-Oal Pennsylvania SCHEDULE I oEPaRrMENT of REVE"uE DEBTS OF DECEDENT, '""ER'T:;NCE TAX RETURN MORTGAGE LIABILITIES & LIENS _ RESIDENT_DECEDENT ESTATE OF FILE NUMBER RUSSELL READY 21-01-0882 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER'. DESCRIPTION OF DEATH ~ Commonwealth of Pennsylvania, Department of Public Welfare 11,838.72 Class 3 Claim for medical services incurred during the last six months of Decedent's life. (See attached claim letter) TOTAL (Also enter on Line 1 $ 11,838.72 awasa" z ooe If more space is needed, insert additional sheets of the same size. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 December 13, 2001 SNELBAKER BRENNEMAN SPARE RICHARD C SNELBAKER ESQUIRE 44 WEST MAIN STREET P 0 BOX 318 MECHANICSBURG PA 17055 Re: RUSSELL READY CIS $$: 190205476 SSN: 1''2-01-8414 Date of Death: 09/15/2001 Dear Attorney Snel.baker: Please be advised that the Department of Public Welfare maintains a c~aim in the amount of $11,838.72 against the above-mentioned estate- This claim is for restitution of medical assistance granted or_ behalf of the decedent for which the Probate Estate is now responsible to reimburse the Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's itemized statement of claim. A portion of this medical expense, namely $11,838.72, was incurred during the last six months of the decedent's life; therefore, it is a Class 3 c~aim. pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $.00, is to be entered as a priority Class 6 claim against the estate. Please acknowledge receipt of this letter and advise whether the Commonwealth's claim is admitted and when payment may be expected. If the estate accounting is complete, please provide a copy. If the estate contains real estate, please provide copies of the deed, the latest tax assessment, and a current appraisal, if atirailable. Sincerely, Linda C. Price Claims Investigation Agen= 717-772-6741 717-705-8150 FAX Enclosure REV-1513 EX+(11-08) SCHEDULE J pennsylvania DEPARTMENTOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER RUSSELL READY 21-O1-0882 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 2116 (a) (1.2).] 1.1 Beatrice R. Ready Surviving Spouse 0.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-150D COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS. A SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1 E. 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. o.oa BW46A 2.000 LAST WILL OF RUSSELL READY I, RUSSELL READY, of the Township of East Pennsboro, Cumberland County, Pennsylvania, declare this to be my Last Will, and revoke any and all Wills previously made by me. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon as practical after my decease. ITEM 2: I devise and bequeath all of my estate of every nature, wheresoever situate, together with insurance thereon, to my wife, BEATRICE R. READY, providing she survives me by thirty (30) days. ITEM 3: If my wife does not survive me, I dispose of my estate as follows: (a) I direct that my then living children shall have the right at their option to select and receive any lot according to age, my household furniture and furnishings, clothing, jewelry, guns, articles of adornment and personal effects at the appraised value thereof with adjustments by cash to equalize the share of my then living children. (b) I direct that the remaining property of my estate, both ~~ _~ Q a ~a w ~~ ~ x real and personal, shall be sold at public or private sale as my Executors shall determine and converted into cash of which I give and bequeath to my then living children, share and share alike. ITEM 4: I direct that all my taxes that may be assessed in conse- quence of my death, of whatever nature and whatever jurisdiction shall be paid from my residuary estate as part of the expense of the administration of my estate. ITEM 5: I direct that I be buried in the lot which I own at the Stone Church Cemetery, Wertzville Road, Silver Spring Township, Cumberland County, Pennsylvania. ITEM 6: I appoint my sons, RUSSELL ERIC READY and UTALTER R. READY, Executors of this my Last Will. ITEM 7: I direct that my Executors shall not be required to give bond for the faithful performance of their duties in any juris- diction. IN WITNESS WHEREOF, this ~~ day of ~ I have hereunto set my hand and seal 1984. ,..-- Russell Ready if i, The preceding instrument consisting of this and two (2) I~ other typewritten pages identified by the si ii Testator, RUSSELL READY gnature of the was on the day and date thereof signed, ii published and declared by RUSSELL READY the Testator therein ' named, as and for his Last Will, in the re p sence of us w his re ues t ~ ho , at q in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. -r--~=~ ~ residing a t ' + ~~~ ~~ ~ residing at _ ' ~r,, /~j '~ `~-~ ~ (T a 17 0 ~ I ~ _~ I ~i ~~ COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ) ss: ~~ ) We , RUSSELL READY , ~-~.~- _ - , ~ , , r , ~ F ~ T ~ and -, ~! ~ ~~~ ~ ~~~ ~~i ~'~ ~' the Testator and the wit- ~; ~ -- , nesses respectively, whose names are signed to the attached or ~I foregoing instrument, being first duly sworn, do hereby declare !, to the undersigned authority that the Testator signed and execute the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in "i the presence and hearing of the Testator, signed the Will as witness and that to the best of his or her knowledge, the Testator +! was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~! ~. ~; _ j, ~' ~~ -- '"~~~ ~Q~ ,~ Russell Ready Subscribed, sworn to and acknowledged before me, a Notary Public, by RUSSELL READY, the Testator, and subscribed and sworn to before me by `~~e~~,,; /> - ~,~~~ , ~ ~ and ~~/~ ~ Lr G ~~ , witnesses , this___ ~ ~~ day of ~~~_. 1984. ~e.~.rJ - Notary Pub1' (SEAL) ~I.EEN B. Co Yr~ L NOTAF;Y P~". IC' 3901 Market St. (f-?r;>.~ ,,,.., ,,,p,~ MY Commission Expires Junti 26 ~ q;~~ NOTIC~~OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES -',~~~~~~.~~~~4~%rALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION -:~----OF:,_DE~U,~F;T~bNS AND ASSESSMENT OF TAX PO BOX 280601 ;'~.4_'..,~J`:..~ ~ 'v: '~;.~:.: HARRISBURG PA 17128-0601 i~~0.1~~. ~ 6 P ~2~ 4$ GL~~< (''fib}-~~~.~'~ C;_1~-r Q~s a .,r .%~ hh RICHARD C SNELBAKEQ~~~t,~;.... ~ ,-:-"- '- '.- 44 W MAIN ST P 0 BOX 318 MECHANICSBURG PA 17055 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 IX AFP (12-09) DATE 07-13-2010 ESTATE OF READY RUSSELL DATE OF DEATH 09-15-2001 FILE NUMBER 21 01-0882 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-11-2010 (See reverse side under Objections Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE - -- - R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: READY RUSSELL FILE N0.:21 01-0882 ACN: 101 ____ OR DATE: ___________ 07-13-2010 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .0 0 NOTE• T o ensure proper 2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax pay ment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (8) .0 0 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 9 3.3 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11,838.72 11. Total Deductions (11) 12,532.02 12. Net Value of Tax Return (12) 12,532.02- 13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 12,532.02- NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date . ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 x 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0 19. Principal Tax Due (19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l ~`