HomeMy WebLinkAbout02-0827
Will
PE~N l--I-~OR PROBATE AND GRANT OF LETTERS TESTAMENTARY
Estate of. MARIAN HIMES No. 2\-001--R2.'7 19
Social Security Number
. Deceased.
SS#160-16-6836
ToVONNA OTTO, Acting
Register of Wills for the
County of CUMBERLAND
Commonwealth of Pennsylvania
also known as
The petition of the undersigned respectfully represents that
Your petitioner(s) is/are 18 years of age or older and the Personal Representative(s) narned in the will of above
decedent, dated Or1obey- If ,)If,,)OO/, and codicils dated None
(state relevant circumstances. e.g. renunciation. dearh of executor, erc.)
Decedent was domiciled at death in Fi.:J.AJ ~I"!l County, PelU1sy]vania, withhislher last family or principal residence
CJ"8t l,tlJ'/b
at 1700 Milrkpt Strppt
Camp Hi 11, P^. 17011
(lirt street,rwmber and zip code)
'Decedent, thenBl-years of age, died AI/91/<;t 9, ?nn?
m Holv Soirit Hosoital. Camp Hill. PA 17011
,19_,
Except as follows, decedent did not marry; was not divorced; 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 an incompetent;
Decedem at death owned property with estimated values as follows:
Personal property
Personal property in Pennsylvania
and
Personal property in Philadelphia County
Value of real estate in Pennsylvania
situate as follows: NONE
(If domiciled in P A)
(If not domiciled in PA)
$ 100,000.00
$
$
$
WHEREFORE, petitioner(s) re:;pectfully request(s) the probate of the last will and codicils presented herewith and
the grant ofletters TFSTAMENTARY thereon.
(restamentary, administration, c.r.a., administraJion d.b.n.C.l.a.)
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Mp~hilnic~bl/rg. PA 17050
10..21 (Rev. 5(95)
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OATH OF PERSONAL REPRESENTATIVES
COMMONVrEALTH OF PENNSYLVANIA
SS
COUNTY OF l4*ll(lxtl>OO.l~:m CUMBERLAND:
Thepetitioner(s) above~namedswear(s) oraffirm(s) that the statements in theforegoing petition are true and correct
to the best of the knowledge and belief of petitioner(s) and that as Personal Representative(s) of the above decedent
petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me Ihis 12th day of
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Estate of MAR Tllt:TMF<;
14~ (~t
~NN CP,^\-!FOR[)
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No.21-0z-821o_
also known as
Deceased
DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY
AND NOW, SEPTEMBER 1". i 200? in consideration of the petition on the teverse side satisfactory
proof having been presented befote me. IT IS DECREED that the instrUment(s)
dnted 10-4-2001
described therein be admitted to probate and filed of record as the last will and codicil(s) of the above named decedent
aild'Letters
TESTAMENTARY
are- hereby granted to
ANN r.RAWFORn
FEES
Probate........:................................ $
Short Certificate(s)....................... $
200.00
18.00
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ReglSte of LIs
A M4PJI,fJ I-<tP.r.INI~. #0299
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AITORNEY (Sup. Cr.l.D. No.)
1845 Walnut Street, Suite 2240
Phil"riplrhi". pn 191n~
ADDRESS
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R<!Illlm~...~.~.t.f.~...p.~.ge$3 12.00
Inventory...................................... $
Judicial Computer Project ........... $ ~ n n
Inheritance Tax ........................... $
Pleadings and Papers n...._............ .$
Tax
Affidavit(s) .................................. $
$
$
(215) 568-9804
..............................................
TELEPHONE NUMBER
Total................
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Filed 9-13-2002 A.D.. .
mai led to atty 9- 13-200"2 -
- 10-21 (Reverse) (Rev. 5/95)
I-JIO'i,HO'i [{LV')/H{,
This is to certify that the infotmation here given is correctly copied ftom an otiginal certificate of death duly filed with me as
Local Registrar. The otiginal certificate will be forwatded to the State Vital Recotds Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this cerriflcate, $2.00
p
8507138
No.
a~'fE,~ ~///J
Y Lal Registrar
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Date
""C~'~S'\W_2!&1
COMMONWEALTH OF PENNSYI..YANIA . DEPAATMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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Marian H. Himes
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1700 Market Street
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LAST WILL AND TESTAMENT
OF
MARIAN H. HIMES
21-02-827
I, MARIAN H. HIMES, now domiciled in Cumberland County, Pennsylvania, declare this
to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously
made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
.'
Article III
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my will or with my valuable papers and found within 30 days of
the probate of my will. Gifts may only be to persons who survive me or to organizations which exist
at my death, and ifthere is a conflict, the memorandum having the latest date shall govern,
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath IN EQUAL SHARES to my children, ANN CRAWFORD, of
Mechanicsburg, Pennsylvania, and DAVID M. HIMES, of Potts town, Pennsylvania.
However, if a beneficiary does not survive me by thirty (30) days, but leaves descendants
who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share the
beneficiary would have received had he or she survived me by thirty (30) days.
Article V
I nominate, constitute, and appoint my daughter, ANN CRAWFORD, as Executrix of my
Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason
whatsoever of my Executrix, I nominate, constitute and appoint my son, DAVID M. HIMES as
successor Executor of my Last Will and Testament. I direct that my Executrix or successor Executor
be permitted to serve without bond and in addition to those powers granted by law, I grant them
power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I
could have filed if living. My Executrix or successor Executor shall receive reasonable
compensation for services rendered to my estate.
Article VI
In addition to the powers conferred by law, I authorize my Executrix and successor Executor,
in hislher absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate or
personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
- 3 -
(j) to receive reasonable compensation in accordance with their standard schedule offees in
effect while their services are performed.
IN WITNESS WHEREOF, I, MARIAN H. HIMES, hereby set my hand to this my Last
Will and Testament, on O~
L/
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200 l, at Harrisburg, Pennsylvania.
k .
tf744-1! WW1'fXP
MARIAN H. HIMES
In our presence, the above-named MARIAN H. HIMES signed this and declared this to be
her Last Will and Testament and now at her request, in her presence, and in the presence of each
other, we sign as witnesses.
Name
Address
q 45..&:0 ~fl.J\ ~ -( ~~1t1 II 109
t,LJ5 Sir f),i1J17M-f'!J./ ;Jb~ I J>~ 17/17f
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I, MARIAN H. HIMES, Testatrix, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will, and
that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
MARIAN H. HIMES, the Testatrix
on O(.~;1.v1 L-/ 2001.
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Not Public
'Pl~7 JI" ..M~
MARIAN H. HIMES
Notarial Seal
Manelle F. Hazen, Notary Public
Lower paxton Twp., Dauphin County
My Commission Expires Sept. 23, 2002
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the
purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
by JO,'\"3I((i A. f-I.N/fJnj
and /(nro:n E //I1Pr ,
witnesses, on Or./,Yl;u, L/
/
itness
t:/ < d/f~~
Witne; .'
,2001.
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Not Pu IC
. Notarial Seal
Manelle F. Hazen, Notary Public
Lower Paxton Twp., Dauphin County
My CommIssIon Expires Sept. 23, 2002
- 5 -
FROM : HERR I NG FL
V'
FAX NO. 239 596 1452
Dec. 23 2002 10:43AM Pi
{;ERl"IFICATlQN 0.' NOTICE UNDF.R RULE S.Mal
Name of Decedent: MAre j /IN
fl. }II J'f F'.J'
Dl1te of Death:
Will No. :2 (JO.:J,. - 0 oR r9 7
Admin, No.
To the Register:
1 certify tha1 notice of (beoelidallnw.-) eotat2 administration required hy Rule 5.6{a) of tb9 ~lJM" Court Rules was
served On or mailed to the following beneficiaries of the above-captioned eslale on if / t!J..ff~"'" J :
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Notice has now been given to all persons entitled thereto under Rule 5,6(0) except
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Signature d l1'l~o-
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Date:
Name /t-, j1.( IfRrJ At fhr7(A/ N ~
Address 1f9J 1L/1i/./lu7 ~r
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Capacity~ _ PC7eprc:sentative
~unsel for personal representative
FROM HERR I NG FL
FRX NO. : 239 595 1452
.........IIoIloVy\.;..l,. UJ..I\.oL J.J.J.~J...L U~J,.""'L..\..-
Carlisle, PA 17013
Phone: (717)240-6345
Dec. 23 2002 10:44RM P2
711, ),/'0. 7717
PHILADELPHIA, PA 19103
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Date: 12/13/2002
HERRING A MARTIN ESQ
1845 WALNUT STREET SUITE 2240
RE: Estate of HIMES MARIAN H
File Number: 2002-00827
Dear Sir/Madam:
It has come to my. attention that you have not filed the
~ertifiCation of Not1.Ce Under Rule 5.7 (al in the above captioned
estate~
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July I, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/23/2002
Your prompt attention to this matter will be appreciated.
Thank You.
~y,
D~M~~~~~
DEPUTY REGI STER OF WILLS
cc:
File. ..
Personal
Judge
. . .
Rep~esentative(s)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: f1 A Ie I f} /'./
!1Vf/IN-r
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Will No. ::2 OOd- - () o~ a 7
tl. ill rt ~('
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Date of Death:
o
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of th)' Orp}JlU1S' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on '11ri}..~ J :
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Id) ,;9;;~.:2-
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Signature a tfl~-
Name j} ( M 1Il?11 AI fhf(~ N (;-
Address 1~9J Ll./lflf/t./1 c.CT
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.'. COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 2IIl601
HARRISBURG, PA 171~1
OFFICIAL USE ONl.Y /
- FILiiirUMBER.--....----.-------...
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00lINTY<mE YEAR NUUBER
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DECEDENrS NAME (LAST, FIRST,AND M1Il1Jl.E INITIAL)
SOCIA1. SECURITY NUMBER
160 -i6 6836
DATE OF DEATH (Mu.oo-YEAR)
08/09/02
DATE OF BIRTH (M!HJD- YEAR)
12/13/1920
THIS RETURN MUST BE FIlBIIlIlUPlJCATE WITH THE
REGISTER OF WILLS
SOCIAl. SECURITY NUMBER
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o 3. RemaInder Retum(dBled08allpdorlo12-13-8Z)
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1845 WALNUT STREET
SUITE 2200
PHILADELPHIA. PA 19103
(8)
361.651. 91
(IF APPLICABlE) SURVIVING SPOUSES NAME (LAST, ARST,AND MIIlDlE IlfTlAl)
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09. UtIgalIon _sReceived
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D 48. Future InfBmsl:Compromlse(dIlerldl8ll"'~12.a2)
o 7. Oecedent Maintained a Uvi1g Trust __"""'J
o 10. Spousal Poverty Credit (daleltd8dl between t2-31-911ft11-1-llS)
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1. Real Estate(ScheduleAl
2. _ and Bonds (Schedule B)
3. CIose~Hekl~, -i>or Sofe.l'roprietolship
4. t.brfgages & Notes _ (Schedule D)
5. Cash, Bank Deposits & t.Isa!IIaneous PeIsonaI Properiy
(Scl1oduloE)
6. Jointly Oomed Property (Schedule F)
o 8epam1e BiIIi1g Requested
7. _.VM>s T..nsr.rs & Mlso.lla"eo... Norl-Probale Properly
(Sd1edule G or L)
8. Total Gross _ (tolaI Uoes 1.7)
9. Funeral Expenses & _1_ Costs (Scl1odule H)
10. Debts of Decedent, Morlgage LilblltJes, & Uens (SoheduIe I)
11. TotaI_(\olaIUoes9&10)
12 Net Value of Eslato (Line 811rinl1s Line 11)
13. CI1ariIabIe ardGovemmenlal BequestsISeo9113Trustsror_an_lolaxhasnolbeen
made (Schedule J)
(11)
(12)
(13)
17,349.86
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(3)
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(5)
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14. NetVaIue SUbjodtoTax(Line 121lin11s Line 13)
SEf IlSTRUClIDNS ON REVERSE SIDE FOR APPlJCAIIlJ; RATES
15. Amount of line 14 taxable at II1e spoosal lax
..Ie, or transr.rs under Sec. 9116 (aK1.2)
_~ x .0 __ (15)
16. Amount of line 14 _ at _..Ie
344,3022_OlllilL (16)
17. AmountofUne 14 taxable at sibling rate
x .12 (17)
18. Arnown of Une 14 taxable at ooIIaleral rate
x .15 (18)
19. Tax Due
200
CHECK HERE iF YOU ARE REQUESTING A RcFdND OF AN OVERPAyr\1EhT
(14)
344,302.05
-0-
15,493.59
(19)
15.493.59
Decedent's Complete Address:
,
1700 Markpt Strppt
CITY CamD Hi 11 I STATEPA I ZIP 17011
lax Payments and Credits:
t Tax Due (Page 1 Line 19)
2. CredilslPaymenls
A. Spousal Povel1y Ctedit
B. Prior Payments ? . 046. 53*
C. DIscounI
(1)
, ~ aQ 1 ~Q
ToIaICRldiIs(A+B+C) (2)
2.046.53
3. InIerestIPanaIty ff applicable
D.lnteresl
E. Panalty
TotaIlnteresUPenalty (D + E) (3)
4. ff Line 2 is greater lhan Une 1 + Lila 3, enter II1e dilference. This is II1e OVERPAYMENT.
Check box on Page 1 Uno 2110 RlqUllSt. _ (4)
5. ff Line 1 + Lile 3 is greater than Lile 2. enter the diI!enlnce. This is the TAX DUE.
(5)
13.447.06
A. Enler Ihe interest on the lax due. (SA)
B. Enter the Io1aI of Lila 5 + SA. This is Ihe BAlANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
.. "if" ,. ., ." ,-
13,447.06
~ ,"",,' "
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN 'X"IN THE APPROPRIATE BLOCKS
1. Did deoedenl make a transfer and: Ves No
a. retain the use or income of the property 1ransIened;.......................................................................................... 0 ~
~ =::.::.~~=~.~".:.~.~.~..~..:~.~.:.i~."'::;.::::::::::::::::::::~:::::::::::::::::::::: B
d. receive the promise for fife of ei1herpayments. benefits or care? ...................................................................... 0
2. ff deaIh occurred alter December 12, 1982, did deoedenllJansfer property within one year of dealh
3 ~~:,=Irusl~:~..~;;;;;~.b;;;;k.;;;,;;;;;;~;;;;:.~~~~~.~.;;;:.;;.~~?:::::::::::::: B ~
4. Did deoedenI own an ktdiv_ Ralirement _. annuity. or other ~ property which
oontains a banefidary designation? ........................................................................................................................ 0 IXJ
IF THE ANSWER TO ANY OF THE ABOVE QUEsnONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
UnderpenaltlesdP8lPY. ldeclarelhatl haYe8lCllRlined Ills 11!Ium, IncIudingao::oqJBnying schedules and sIaIements,and b the besldmy knowIBdgenbelief, lis We, mrrectand aJIIIIII*.
Dec::Iaralk>n ofpnlP8l8folheru...1Je per.maI t8pl85tlIlIatiwls based on aI nIonnationolwDdl preparerhlls ~ knoMedge.
SIGNATURE ~N R PONSIBLE FOR FILIN~ RETURN . ......
ADDRESS ' . ~
SlGNATUR1~FtR~~~J~~E~~~~REPRESENTATIVE Mecbanicsbur9. PA 17050
DATE
3/1~ /03
. ,
DATE
ADDRESS
For dales of dealh on or aIIllr July I, 1994 and before JanUlH}' 1. 1995, Iha lax rale imposed on Ihe nel value of IJansfers to or for Iha use of Iha stIViviJg spouse is 3%
[72 P.S. ~9116 (a) (1.1) 0)].
For dates of death on or after January 1, 1995, Iha tax rale imposed on the nel value of 1ransfers to or for Ihe use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (;lI.
Tho statuta does not exemol a IJansfer to a SUl'IMng spouse from lax, and Ihe stalutory requirements for disclosure of assets and fiting a lax ratum are slil applicabla even ~
II1e surviving spouse is Iha only beneficiary.
For dales of dealh on or after July 1, 2000:
The lax rate imposed on the net value of IJansters from a deceased child twenty-one years of age or younger at death to or for the use of a naiural parent, an adoptive parent
or a sfepparent of Iha child is 0% [72 P.S. ~9116(a)(1.2)].
The lax rale imposed on Iha nel value of transfers to or for Iha use of Iha decadenfs tinaal beneficiaries Is 4.5%, axeept as noIad in 72 P.S. ~9116(1.2) [72 P.S. ~9116(aXl )1.
The lax rate imposed on Iha nel value of transfers to or for the use of Iha decedent's siblings is 12% [72 P.S. ~9116(aX1.3)). A silIing Is dafined, under Section 9102, as an
individual who has alleasl one pamnt in common wi1h the decedent, whelhar by blood or adoption.
*SEE ATTACHED PRIOR PAYMENT
"RE: ESTATE OF PAUL HIMES".
01/08/2003 15:44
7175419223
JAN L BROWN & ASSOC
ClIllIIONlIIAL TN Of NIINltVL "AIIIA
Hl'AIlTIIINT Of UVINUI
MOnel 0' _llTAIlCE TAll
AI'~. Al.LOIIAIlCl! . ._~.
OF IllDUCTJ_ ANO __ OF TA.
l\O'Jt~~
IUIltAU 0' JNOlV1IIlIAL TAllES
INMntTMCE TAl IIVI."
1EPt. ta...)
HMtItIIllUs, PA l11a.."'1
MARIEllE F MllEN
JAM L IROWN I ASSOCIATE
.'5 SIR TMOMAS Cl .
Hill PA 17109
DATI
I.TATI Of
DATI lIP DIA TN
PILI .....It
COUlITY
ACN
11-26-2011
MIIlES
01-14-2001
Zl O1-"SS
CUMIERUND
101
_t _tteot
PAGE 05
"-lIU'a... ,II-III
P'AUL
T
NAKI CHICK PAYAIILI AND RIIIIT PAYHIIIT TOI
REeISTER OF WILLS
CUMlERLAND CD COUIT HDUSf
CARLISLE. PA 11115
CUT ALONe TItl. LX_ .. RITAIN LDIIIR ,.TIDN 'OR 'tOUR IlICORDI ..
.. i1W:UW-.x-_-n.-ii)-"'TTci--..-iii-liiiff1liEi"Yii-'iHiA"iiiiiiiT~Ai.Liiiiiii~~-_a-__a_
DIULLllWANCl 01' HDUCTlllNI AHll A..NtIINT OF TAX
.STATE OF MIMES I'AUl 1 Jlnl lID.21 01-0935 ACN lOl DATI. 11-26-2001
c ) ctlUlID
TAll IlE1VIlIl lIAS. I X I ACClnt. AS fiLED
IIllIUVATlON CGNCUNIIl8 I'UTUltI INTlRIIT - lEI RlVl.Rn
","AIlED "'''LUIl 01' UT\IlllI .II.D 1IH: ORlelNAL RETURN
1. -.t lat.t. (_18 Al (11
I. 1_. _ _. 1_1. II III
S. Cl.Mlor IIa1d .t...."'..-""I. !ftt..,ot 1_1. CI IS'
4. .....-.'lIot.. _10...1. 1_1. DI 141
a. CMlV'IenIl ....It.IIU... P.........l P~rty IS"'''''...... U .'J
.. ""I"tb _ Pr-', 1_. " ..,
7. T....f.... (_1. 01 171
.. T.tal 110Mb
A'PllaVO DlllUCTlllNl AND IXIMPTlOM;
.. '_01 _01_. eo.toMh.. 1_'" 1_. HI If'
It. _tol_~ U...IUU../U_ 1_. 11 11"
11. Total _1-
U. ...t Valla of T... ........
15. _ltoI>1oIDo__tol .....h, lIon-01Mteot .I1S T.....t. 1_0011
14. ...t '161... .f ,.t... _-' t. t...
.,.
.DO
.DO
.00
..0
54.212.7.
.00
III
.00
.00
IUI
1121
(151
1141
..,.-, To 1....... .......
oNCtU to ,..". ~t,.
_It _ _ _ta_
.f ta.1o f_ olth _
t...-,.
54.212.71
no
54.212.7&
.00
54.212.1.
WOTIl: ~i"",.;r_~L= t:=.p~:i=~, Dfu:t ~~ -::,;:';:r:h.::-'W"tiSS
A..IISIIIHT 01' TAlCI
It. ~ .f U... 14 ot ___1 r.t. lit' ',754." . 110 _ .88
16. _t of La... l' __1..t U_lltlo.. A .,to 1161 45.471.40. "'5. 2.0"'.55
17. _t .f U... 14 .t 8.1111.. ..t. 1171 . DO X 12 . .00
U. _t of lI... 14 tlUl.lo .t e.Uotwol/Cl... . rot. 1101 . II X 15 . .00
19. ..""'1001 t_ _ 11'" 2.044.53
_'AIII
IT Il'III .
.
TOTAL TAX CHDIT
DALANCI Of' TAll IUI
Ill'nltUT AND NIl.
TDTAL DUI.
2.0"'.55
.11
.00
.00
. If 'AIII AflIt IAn JNO_TD. IU _IS.
'011 tAl.QJlATJaI IIf' _1TlMAL _sT.
I 1f TOTAl _ IS LESS TtIAII n. IIlI PA_IfT III IQlIItED.
If TOTAl. _ III .'UtTP AS A _IT" IClIl, _ MY H _
A 11I_. II' __ 111I 01' TIIU _ ,.. _TIUCT_.I
01/08/2003 15:44
7175419223
~.I"'I>(."""
." COIlMOIMEALTHOF
PENllSY\.VANIA
DEPARTMENT OF I\!VEIlUE
- DEPT. 2I0I01
IWlRISIIUlIG.'A 111'"
OEC&OENrs HAAI: t~T, FIRST. AND t.IDOL! IfITIAlJ
\!!
II!
JAN L BROWN & ASSOC
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~
w
o
w
u
w
o
HImea Paul T.
llATE OF DfAtH(lMOO-''''
llAlE Of "'"'"(....IlO-...,
01114/2001 0112 17
I1f APf'\JCA8I.EI SURVMHGU'OlI6E'6 _llAS'. FIRST. AHO IoIOOl.E 110''''-1
HIm MarIan
00 I 0lIrjINi-
OH_~
o I.DeoodentDiollT__....-""l
Oe.UIgolIoII_-
o 2_Su\'n7*"~
o 4a. FuUa........~_fl..,.'z.la.lt)
o T.~_.l""TMI_",,~T""
o 'O.SpooIIIP_CIIlIl,.___'....,......1lI
PAGE 02
FUIIU_
aocw.lItWlI1Y_
1 -03-1756
_______ItWIIHTHE
"EGI8T!R OF W1U8
SOClAL-'~R
18 --1-8-88
o 3. "1mIIndIrR.un ......,.,..a.,..
o H_em.T._RoqoOod
_ I.TatoI_..~IlIt>Od.....
o 1l.E_"""""6oc.ellIW_"",
-
MIl I F. H
11_/11_
JanL.B n&
TElfPHOHf HUMlIl!R
717- 550
z
5
~
~
~
1.1leoI~(_")
2._...._.-8)
3. CIoIoIJ _l:oIpclMoo. PII1nOlII1lp OIIlo1o./'...._P
4.*,,-'__(lIdIoduIoOI
I.CaIII._DopooIIo"'" I-r__~
(&:IIoduIoE)
&. JKiItIoI Oonod,.."." ~ F)
o --..~
T._'_'_"- - __P1OpIIIr
,_IIDOIL)
'.T*__\1OIIILNlI.T)
e.f_E_'_.....CooIII_HI
10 Po'* oIllooodoMt 1bliIIlIt~.' UIoIISdtadUlo Q
845 Sir Thomee Court. 5ul1e 8
(I)
(2)
(3)
(4)
(I)
(&)
(I)
(8)
(9)
1'0)
\l. C_"""Gch4..',III____91l3 T........_.._.... IlUnot_ (13)
_(_Jj
-- ~
;:..":\.'
cO
14.IIoI_MlKtIl Tul\.N'2 _L""l)
liE IIm'RUCTION.OlI_1IlE FOIl AI'l'I.ICAIIlf RArE.
15. AmounI..L... 14_....1pllUIIl..
.....0I___.,llllll\.2)
'6. ArnoontafLloo'4_1l__
!7."......otUlol._Il._....
..._..L...'4_.._....
\9. Tu_
n. T....OIIII.l:Uan._LM.& 10)
12./loI_oI~(Uno._un.1\)
z
52
~
5
A.
~
S
8.734.38 x !!...- {\5)
45.47840 x ~ II'}
X ,12 (17)
X.16 (11)
"
..m';
54.212.18
.J
54.212.70
(1\)
(U)
54.212.78
114)
M.2~2.78
2.046.53
It&)
2.048.53
01/08/2003 15:44
7175419223
JAN L BROWN & ASSOC
PAGE 03
Dfc"nt'a ComDleta Addrw.:
STRm_55
QlY I STAll! I lIP
Tlie Paymants and CMlts:
, TIl<Dut(p.IUneI8)
2 CredlIIPaymentI
A. SpouooI "-'Iy ClediI
8._~
C. llItcounl
II)
2.048.53
TolIlCllCltl(A"S+C) (2)
3, 1ntnItn'tn~~oppI/cIIlIo
O,lnt_
E. PInIlty
TolIl InlenlIWIIlIti( o..e) (3)
4. . Line 2 . gI8Ilor IIIan Une I .. U.. 3. _ III _. Till! It !he O\IEAPAYIlEIIT.
Cllodl.... _.....1l... at to ...._ 0....... (4)
5. If Uno' + Une31.~_ Line 2. _1\Iedl<<ortnce. ThIt ,,\he TAX IlUE. (5)
A. Enw 1he _ M...... b. (5A)
B elll8r"'1OIII of lint 5 + SA. TIIIt II "'IWNlCiE DUE. (58)
Make ChecIc Payable to: REGISTER OF WILLS. AGENT
2..046.63
2.046.53
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PlACING AN .X" IN THE APPItOflRIAT! BLOCKS
t. DId......lt1....~1I1d: v. No
. _\he_or_0I\he~y1rOlllfeo1ld: .............................................................,............. 0 1XI
b. _...".".lDdtOIgn...........Ul8\hepllllleolylron""""'orllllnoorne;.................................... 0 00
c. _o-*'*YtnIolllIl;or .................................................................................................. 0 00
d. .........prlIIIUebllfeol_poy"'""",/lllneItIor...? ............................................................ 0 IXI
2, If dOdI occutnld... ,,",*-12, 1912. did decedent tI'IIlII<< pOper1y wI1hIn _ y.- 01 dod1
withouI,oceivIng.,.. CDIIOldoo.....'?..................,.... ...................... ................... .................,...... ...." 0 IXI
3. Olddocodont........lnlnrllfor'orfOY'lble.....doIIll__orlllCUlllyllhltClrlllfdollll? ............ 0 00
4. 0Id......_.. -..__AoalunI, ..nulty. et_"""'I'ftlbIIlP'"I*IYoIlldI
_ aboMl\dlly........1 ............. ....... ..... ..... ... .......................................................... 0 I&l
If THE AIlSYIeR TO AMY Of TIE AllOVE QUESIlONIII YES, YOU MUST COlDlETI $CMEOUl.l G ANI) fIlE IT AS PARI' Of THE RETURN.
(JlId.r~~,..,.,.I__...I..___.............~~...-...ID......_.,...............,.II...............allIljIIIa
OMNIIIllfl"."....--=ai~~~......."~oftiMll........._.......,
SlGNIITUREOF PEIIllONAE FllliIGiIE1uAtl DATE
tJ.v". (' 1 .....~ "-". 10lO8l2OO1
AOORESS Ann Crawfo .
204 Berke Drive Mechllll' u
o PAESEHTATIVE
s
PI< 17055
DATE
f
f
AOllRESS F" Jan L. Brown & Associates
lI45 Sir Thomat Court. Sulle 9. HlIrriabulll
PI< 17fOi
fet _ 01_ Met"'" July " _ nl.... JOI1UOly " 1995, Ihe 'IX'''' irnpoHd M'" net .alueolll8llllort to..,.,1he UII 01... .urvlwlnt IPOUIIIt 3'J.
[l2P.S. 59118 (1)(1.1) P)J.
F.._ 01_ an or oIIor JMIlory 1. 1l195....... ,ale Impaled OIl 1M nlll v... 01......'" orb theUllol...ourvlwtng _It 0'Il0 [/2 P,S.I8118 (1)(1.1) (II)J.
TIlo.- _ nof _ ollanlflrfo alUMvlllg _Illlm lok. nlllellllll<<lly ~b 1iIdoMn0l_ and ling "'" __lIII 0jlpIt:IbII- ~
Ille ",""Ving _It... 0Illy-.y.
1'<<_ "'_an.."'" July I, 2llOO:
Tile I. _ItnpoMdMfle nil _011_ I""" odoceaoad cf1i1d '-111..... yon 01 ago or yaoJIlQOIaI _....lot tho... d. n_ __, anldop4l... paronl,
or. otoppoIon( 01... dliId is 0'Il0 [/2 P.S. iQlt6(a)(1.2)).
Tire" ,0001""""",,on IlIonetvo/ulldtnlnllotolOetlot\he uoa of tho_1't _ banoIIciarIaa It 4.'"". -'. naledln 72 P.S. 19'111(1.2) [/2 P.S.I9"II(a)('>>.
T'" III< liletrnpcaod on 1M net_of......... 10 or lot"'" ... of !he _. d*lgo It 12'1lo (12 P.S. S81ll1(oX1.3)J. A -'10_. under _ 9102,. an
~ """ IlaI '" _.... -" In common wIlh tho docodent. _., by _ ex odoplicn.
01/08/2003 15:44
717541g223
~_U'~ .
cOMMOHWfAlTtt OF PENN8'f'lVNIA
. INHEMANCE TAX RETURN
RelllJ(Nl T
JAN L BROWN & ASSDC
PAGE 04
SCHEDULE F
JOINTL Y-OWNED PROPERTY
UTATf01
Hiines Paul T
_..___.....___"..__oI-.._...-'"'I.._G.
-
SlJIMVWG JOINT TE_(S)_
RELA~TO CECEDEtfT
AOllAESII
A. Ann Crawford
B MlII1en Hime'
c David Himes
204 Berkeley Drive
Mechenicsburg, PA 17050
c/o 204 Berkeley Drive
Mechenlcaburg, PA 17050
406 Circle Drive
Stowe, PA 111464
eIllld
IlpC)IlM
child
JOINTLY -owNED PROPERTY:
l.ETTER 0."' _OFPlOlPERTY sew IlllE (lOWlH
''''M fOR JOINT - 1naWt......0I'............. _tP --.fIlIIlbIr or........".,....... ~ llOTEOfllEATH IlEQ7S VAlUE OF
....~ - JOIIfT -...,....,11II- \IAlUE OF mET INTPlST D1iaillEJll'SlHlERI;SI
1 A. 7/30199 e. TIlIde; 470 Ilharea of Rite-Aid (RAO) 1.870.80 50. 935.30
188-03.1755
2 A,B,C 1lI10197 PSECU CD 87,561.70 25. 21,887.113
Account 10188031755-5
3 A 3130100 Mid Penn Bank CO 27,074.35 100. 27,0/4.35
Accounl'30ll001127
4 A,B,e 9110197 PSECU checking account 17,280.80 25. 4,315.20
Account 10188031755-4
TOTAL (AIIo _ on 11M 8. RacIpIIuI.....) . 54.212.7B
(N__Is_,___dthe_....)
REV-1502 EX+ (12-85J
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
. ESTATE OF
MARIAN H. HIMES
FILE NUMBER
21-02-0827
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between 0 willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NONE
-0-
-0-
TOTAL {Also enter on line 1. Recapitulation}
s
REV.1503 EX + (4.86)
~!~Z~
"""'~~
. COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX ~ETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
.EST ATE OF
FILE NUMBER
MARIAN H. HIMES
21-02-0827
(All property jointly-ow"ed with Right of SurvivDrship must be disclosed on Schedule F.)
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
31 United States Saving Bonds - (see attached)
185,679.76
$185,679.76
TOTAL (Also enter on line 2, Recapitulation)
5
1t.11.1'-.......
OCT-18-02 09,22 FROM,Children&VouLh Dauphin Co 10:7172571584
.1~~2.
~~
BOlld IlIfo
SorioI
IE Bonos . J~..
u.. ....... ._
~t'C . -tioo
~1:~..~
Results
--
31
T__
S96,l2S.ot
Seris1N_ -. Do.. SorioI -
M202204761E 03/1m E $1,000
X222416IEE 1011992 EE 10.000
LZ&55140IEE 1I/19S0 BE 50
X4580832EE 01/1994 BE 10,000
X4580834EE 0111994 EE 10,000
X4580833EE 0111994 EE 10,000
X458083 lEE 0111994 EE 10,000
X4580830];E 0111994 BE 10,000
X4580829EE 0111994 EE 10,000
X240592IEE 0211993 EE 10,000
X2405920EE 0211993 EE 10,000
X2405919EE 0211993 EE 10,000
X2405918EE 0211993 BE 10,000
X2405916EE 0211993 BE 10,000
X2405917EE 10/1993 EE 10,000
X2224134EE 1011992 EE 10,000
X2224133EE 10/1992 BE 10,000
X2224132EE 1011992 EE 10,000
X21141JOEE 1011992 EE 10,000
X2224129EE 1011992 EE 10,000
LZll44a349EE 10/19&0 EE 50
U6721739EE 0811980 BE 50
L25556874EE 0611980 BE 50
LZ5444665EE 0511980 BE 50
M201104760E 03/1978 E 1,000
M201429674E 0411976 E 1,000
MI0255!1704E 0211975 E 1.000
MI02559703E 0211975 E 1,000
M1025S9702E 0211975 E 1,000
MI02559701E 0211975 E 1,000
MI02559700E 0211975 E 1,000
~'~IV-maBoodsl-31
.~~~!:~
ll". '}
Sorial_ --
L.... I i<t-~t:~
T_"_ TotdV.... Y1D_
S89,SSoL76 SI8S,67ll.76 $7,152.40
.... ...- N... FiDaI
- .......... V.... Raao A<ll:rftI MotwiSy J'I_
$750.00 $2,804.00 $3,554.00 3.76% 0912002 0312008 g
5,000.00 3,768.00 8,768.00 6.00% 1012002 1012022 g
25.00 84.58 1095& 4.00% 1112002 1112010 g
5,000.00 2,580.00 7,580.00 3.87",,(, 0112003 0112024 M
5,000.00 2,580.00 7,580.00 3.87% 01/2003 0112024 -
5,000.00 2,580.00 7,580.00 3.87",,(, 0112003 0112024 -
5,000.00 2,580.00 7,580.00 3.&1"10 0112003 0112024 ~
5,000.00 2,580.00 7,580.00 3.87"/0 0112003 0112024 ~
5,000.00 2,580.00 7,580.00 3.87"/. 0112003 0112024 ~
5,000.00 3,768.00 8,763.00 6.00% 0112003 0112023 H
5,000.00 3,768.00 8,763.00 6.00% 0212003 0212023 M
5,000.00 3,763.00 8,763.00 6.00% 0212003 0112023 -
5,000.00 3,763.00 8,763.00 6.00% 01J2OO3 0212023 1M
5,000.00 3,763.00 8,763.00 6.00% 0212003 0212023 1m
5,000.00 2,616.00 7,616.00 3.75% 10/2002 1012023 ~
5,000.00 3,768.00 8,763.00 6.00% 1012002 1012022 g
5,000.00 3,763.00 8,76&.00 6.00% 1012002 1012022 R
5,000.00 3,768.00 8,768.00 6.00% 1012002 1012022 g
5,000.00 3,768.00 8,763.00 6.00% 10/2002 1012022 -
5,000.00 3.763.00 S,763.OO 6.00"10 1012002 1012022 -
25.00 94.56 119.56 4.00"/0 1012002 1012010 t1fl!!
25.00 96.94 121.94 4.000/. 0212003 08120 10 iM
25.00 96.94 121.94 4.00"/. 1212002 0612010 -
25.00 96.94 121.94 4.00"/0 1112002 0512010 -
750.00 2,804.00 3,554.00 3.76% 0912002 031200S 1M
750.00 3,850.80 4,600.80 4.00"10 1012002 04/2006 g
150.00 4,016.40 4,766.40 4.00% 0212003 02/2005 -
750.00 4,016.40 4,766.40 4.00"/. 0212003 0212005 M
750.00 4,016.40 4,766.40 4.00% 0212003 0112005 R
750.00 4,016.40 4,766.40 4.00% 0212003 02l2OOS -
750.00 4.016.40 4,766.40 4.00"/0 0212003 0212005 -
REY.1504Ex+(4.e9) ~'
~~:f:~
"_.~~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARIAN H. HIMES
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
Please Print or Type
FILE NUMBER
(Schedule C-' or C-2 must be attall:hed for each business interest of the decedent, other than 11:1 proprietorship.)
?l-0?-0827
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
NONE
0-
TOTAL (Also enter on line 3, Recapitulation) S ^
(If more space is needed, insert addifional sheets of same size.)
REY_1507EX+[7_88)
~,~~
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ttESIDENT DECEDENl
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Please Print or Type
FILE NUMBER
21-02-0827
ESTATE OF
MARIAN H. HIMES
(All property iointly-owned with the Right of Survivorship must b. disclosed on Schedule F.)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
NONE
-0-
TOTAL (Also enter on line 4, Recapitulotion) $ -0-
(If more spoce is needed, insert additional sheets of some size.)
*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
21-02-0827
REV.1508 €X+ (2_871
COMMONWEA.LTH OF PENNSYLVANlA
INHERITANCE TAX R!TURN
RESIDENT oeceDfNT
ESTATE OF
MARIAN H. HIMES
(All property jointly-owned with the Right of Survivorship must b. disclosed on S<:::hedule F}
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1. PENNSYLVANIA STATE EMPLOYEES FEDERAL CREDIT UNIT
(see attached)
SHARE BALANCE
CHECKING BA~NCE
CERTIFICATE OF DEPOSIT
76,459.89
1,378.25
98,134.01
TOTAL (Also enter on line 5, Recapitulation) S 175.972 11;
(Attach additional 8Yl" X 11" sheeh if more space is needed.)
PSEC4;
PO, Box 67013 (717) 234-8484 (Harrisburg)
Harrisburg, PA 17106-7013 (800) 237-7328 (Nationwide)
website - http://www.psecu.com
PennsylvOlllo Sial" Employees Cred'l Union
ASK ABOUT A HOME EQUITY LOAN!
PSECU HAS RATES AS LOW AS 6.99%!
CALL 800-237-7328 FOR AN
APPLICATION TODAY.
"""'","'""',1,1"""""""""""111,,,,,',"',..11
MARIAN H HIMES
C/O ANN CRAWFORD
204 BERKELEY DR
MECHANICSBURG PA 17050-2301
JOIIIT OWNER
DAVID HIHES
PAGE 1
-"J.
PSECU Telephone Numbers
Direct Inquiries to:
(BOO) 237-7328 (Nationwide). (717) 234-8484 (in HalTisburg)
TOO
(BOO) 472-1967 (Nationwide). (717) 777-2100 (in Harrisburg)
Member Service Telephone Hours
7 a.m. - 5 p.m. Monday through Friday
8 a.m. - 12 p.m. Saturday
Self Service Telephone:
(800) 435-6500 (Nationwide)
(717) 236-9150 (in Harrisburg)
Your Billing Rlghlll- K8ep Ihlll No_lor Future u..
This rotioe ClOIWiIn important Inbrmation abed yo.... ~ and rHpOnaibiIiIiH urderthe fe,ir
CredI Billing I>d..
PIltue write tQ us at P.O. Box 67013, HarriDJrg, PA 171Q6.7013. Send UI . oopy of your
.........rt. p__ keep.1l originall.
In Cue 01 Errore or au_one About Your BUI
If you tnnk yoll' bifI.. wrong, or if ~u need ~ infonnation about a tranuation on )'Our bill,
WI"It. ua (on . aep..... ehMt) at P.O. Box 87013, HlIl'liaburg, PA 17108-7013, as ~n ..
pauilM. We must hear from ~u no later th&n 60 a.ya.r we unt the first bID on whch the
error or ptQbIwn .ppNt8d. You can tIII~hone.., but by dofrg.. wiIf I'Klt preNtW )'OUt' rigIU.
In your Iett8r, 9w us the tollowirv mnnation:
_ Your name ard a:KlOl.I'1t rumber.
- Thedol....mauntofthe~..-ror.
_ DrNcribeo!he enor and _pJajn, if)'Ou can, why you bel.... U.re is an error.
If)'Ou..-d more infonnation, ditaoribe the IWn you.re unsure .bout.
You do not haw to pay any arnou1t in question while ..... .re irwNtiglting, but you .... still
obIigIded to pay the parta of your.bill that are not in quNtion. While we In...... your question,
..... calYKlt report you .. ~ri or take MY action to oollect the amount you question.
Special RuI.for Credllc.d PurcIulMe
II you haw . problem with the Cfl81ity of goods or ~ th8t you pLUO~ with . c~
card, llI"Id you haw tried in good faith to ootNclt ttt. probJ.m with the merchant, you may not
ha.... to pay the remaining amol.l'1t We on the goods or aenricee. You have this protection only
whIlnt" pll'Chue prioe wu rnorethen $50 and the pun::haae...... madel in yourhorne state or
within 100 miles of )'0'" mailil'll add...... (If..,.,., own or opera. the mercfwlt, or if..... mailed
you the ~.-.: for the property or ..nricee, .n plIrchuea .... covwec:I regardlNa of
amoLll'll Qr location d ptIChaN.)
An..... C......- _Compulallon
Pio""'" So""""............ _ EquItr~, W. cole......1ho finonoo"""" "" ono
day by m.lltiplying the -LI1p8k:1loe.n balarloe- by the dlIily periodic:: rate on your atat8ment. W.
then ca1cutate the sum of the fn.nce chatge for NOh day btnween paymenta. If the amount of
the payment or Cftdit.. not sLlficie.-.:to paythlenlire cafct.atedm.nce cha:rgIll,lhe ~ing
-unpaid- finanoa charge carries t:Ner to the ..xt payment or crecit.
The "lI'lpaid mn ba..nce" used to cafcula. fiMnce cherge is thlt be,.noe .,.,. CNdita .....
aubtracted and adwnces or other chargN..... mded.
VISA Loans: You can.wid paying1ir1anc>> c"''1JH by ~ the NfWf Bal.8nce of p~
each month "Illittin 25 days of your sbltlllmen!: cIoaing drlt.. Otherwise, the new b"'nce af
~ and aubMquent cNllQM from the date they.,. poAId to your tlQCOU"'.re....bje<:t
to finarce charge. Cll8h.dvancN.... atwaya altljed: to finance c;harge from the day they.re
pQSted to yo.... accxnA.
Putc......: w.calet.M.te yourliren:=echarglt bymiJtiplyingthe......-ge ~dlIifybalanr:e,
including IWN pllChaaea, fort" biDIng cycle by the montNy periodc plRl'ulse rate.
~; Wit csJculate )OlIT fJnance c~ on cash adw.ncM by nUl:iplyil1l the ....18gIt
aq.-d__""......_.......1hobUUrcl.....by1hornor<hlyporiodic_
_.
Tt-. A'oo'8hlg8 Adjutlted Daily BeJanoe is oalculatled by .-..gjrg tt. adjU8led daily balancea
dLling h billi~ cycle.To calcul8leh AdjuII8d Daily Balance MCh da~ ..... takB U. foRowing
"epa:
We take the o.....nding balance (aI amoLrlts you~) at the etart of the day. Then, in the
eequanoe in which .mount. are poIIIed to )Our llOCDlI'lt, w-. add the ..mounts of aU deb1t8
and a..mtraot the amol.l1la of aM cntdiIa wflich poet tr;t your account thid. day. AftM aPPfylng
paymerts and credits, .",. aubtnu:t the a.moLrlt of any lI'lpaid Fi~noe O\argu or Late
Chargoa. "ftM,n w. also .urtracI tn. amoll'lf of qny c.m ~ tl:aMadion that poat8
to yo.... acool.l'1t on that day or in any previous dlIy in the bil6l1J cycle. n. ruult is the
Aquated Daily Balance for that day.
Note that c.ah Adwnce Tranaections which... posted to your aocount.... not included in the
Avefage Aqust.d Daily Balanoe caIoylation, end ...therefore not al.tJted to the rnor81ly perioclc
rate for P~. The Awh1Q8 Mjurad Daily Balance .. caIc:~ separaflely bf" Cash
Adwnl>> tr.~s ..nd Is aubject to" Cash Ad.enoe Morihly Perioclc Rate.
Rate Line:
(800) 237-7328 (Nationwide)
(717) 234-8484 (in Harrisburg)
A. Complete thla MCtIon to belance your checkbookl
1. Enter -ENDING BAlANCe- amount from your stfdement ..... $
(1)
2. Enter any deposita you made that ant not IllIted on thie
atate~nt,lnclud. MAC deposita ......................................... +$
(2)
...............................................................................................+$
(2)
...............................................................................................+$
(2)
...............................................................................................+$
(2)
3. Add lines 1 & 2 ........................................................................ $
4. In patt B, liat IlInY ehecke you wrote that are not shown on
your atatementlnelude MAC withd~waI.. SST transt....,
or auto traneNra. (You Idfmtity thHe by placing a chedt
mark in your resjilter next to each check that is listed on
the atatemenl) Place total on this line .................................. -$
(3)
(4)
(5)
5. Subtract line 4 from line 3 ..................................................... $
The balance on line 5 should b. the balance you have. in your chk:kbook. If you
don't balance, check the following:
1. 'S your addffion and subtl'BC'tion correct in your register and
in sections A and B?
2. Do.. the dollar l\IT'IOtJnt of your check registor match the
doltar amount on this statem.m?
3. Are all deposita and withdrewals accounted for?
B. Checkll and w1thdra_la that are not on thla ....tement
Check Number
Amount
Total
PSECtJI
P.O. Box 67013 (717) 234-8484 (Harrisburg)
Harrisburg, PA 17106-7013 (800) 237-7328 (Nationwide)
website - http://www.psecu.com
ASK ABOUT A HOME EQUITY LOAN!
PSECU HAS RATES AS LOW AS 6.99%!
CALL 800-237-7328 FOR AN
APPLICATION TODAY.
MARIAN H HIMES
JOINT CMfNER
DAVID HIHES
PAGE 2
REV.15M EX+ (11.88)
~
COMMONWEALTH OF PENNSYLVANIA
. INHE:RlTANCE TAX RETURN
RESIDENT DEceDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
.ESTATE OF
MARIAN H. HIMES
FILE NUMBER
21-02-0827
Joint tenant(s):
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B.
I--
C.
Jointly~owned property:
LETTER DATE
ITEM FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
T. I
NONE
.' .
I
,
TOTAL (Also enter on line 6, Recapitulation)
I S
I
-0-
(If more space is needed insert addifional sheets of some size)
R'EV-1510 EX'+ l2-87)
$~
Inter-Vivos Transfers &
MIse. Non-Probate Property
SCHEDULE G
TRANSFERS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
PLEASE PRINT OR TYPE
ESTATE OF
FILE NUMBER
MARIAN H. HIMES
21-02-0827
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OFTHE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECD. DOLLAR VALUE
EXCLUSION % OF DECEDENT'S
NUMBER Ine/ude nome o.f the transferee, their relatio.nship to decedent, dote of transfer_ OF ASSET INT, INTEREST
NONE
.
- -
I
I
"
TOTAL (Also enler cn line 7, Recopitulation) S -0-
(If mare space is needed, inseri additiOr\ol ~heet~ of same size.}
IlEV.]511 EX+ (7.BB)
!th
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MARIAN H. HIMES
ITEM
NUMBER
A. Funeral Expenses:
1.
2.
B.
1.
2.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
DESCRIPTION
Lininger Fries Funeral Home
(see attached statement)
Gordons Memorials
Administrative Costs:
(see attached statement)
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fees
Estimated
3. Family Exemption
Claimant
4.
C.
1.
2.
0'
3.
4.
5.
6.
7.
8.
Relationship
Address of Claimant at decedent's death
Street Address
City
Probate Fees
Miscellaneous Expenses:
State
Zip Code
Elaine Reiser - Church organist
Funeral Repast
Please Print or Type
FILE NUMBER
21-02-0827
AMOUNT
6,791.00
2,890.00
5,000.00
235.00
25,00
250.00
TOTAL (Also enter an line 9, Recapitulation)
S 15,191. 00
(If more space is needed, insert additional sheets of same size.)
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i h.(;
GORDON'S MEMORIALS
21830 Great Cove Road, Suite A
McConnellsburg, PA 17233
Telephone: 717-485-5952 Fax: 717-485-5958
All accounts due on completion. Accounts not paid in 30 days will bear interest at the rate
of 1-1/2 percent per month, or 18 percent per annwn, from the date of completion.
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
To: Estate of Marian 1. Himes
c/o Ann Crawford
204 Berkeley Drive
Mechanicsburg, PA 17050
Sept. 24, 2002
Monument to be installed at Fairview Cemetery,
Mercersburg, Pennsylvania, for Marian 1. Hoch Himes
and Paul Thornton Himes.
$2,890.00
Thank you!
Please return one copy with payment.
_ REV.15'2 EX+ 17.88')
~~,~
."i!W~
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENTDECEOENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLITIES AND LIENS
Please Print or Type
FILE NUMBER
21-02-0827
ESTATE OF
MARIAN H. HIMES
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Verizon -debt (see attached)
10.11
HCR MANOR CARE
OE8T (see attached)
1,285.00
Neighborcare Pharmacy (see attached)
863.75
TOTAL (Also enter on line 10, Recapitulation)
$ :>,158.86
(If more space is needed, insert additional sheets of some size.)
PAGE
4/10
OCT-18-02 09,22 FROM,Children&YouLh Dauphin Co 10,7172571584
HCR.ManorCare
~ANORCARE CAMP .{I'.L 58?
1700 MARKeT STREET
CA~P ~rLLI PA 1701i
(71.7)-727-8%1
P~:LVATE
~', ~~ ~~ C RAWi; 0 R::J
fOR MARIAN Ht~ES
2~4 i3~RK~,;.Y DR
::-OCH: 31f. _.~
C".;"";' ;:,r";,i;: , i ~',', ~'01~r;;:,
MEC~:~~ICS8URCI PA
~, 7 iJ ~:j
'fVJl\ '~~,'I": "d)ll"'"""":
H:r.~~!.~ :':P,R!!",~~_ ;'1
~ fS :' C ?- ;' ~ 2 . 08 (0 ~ /J 2 ~ ::: /.~~ 'J,j D '2
:1181
;---i~~~~~~~_~~~_~~r,.~,:,~~~:;?!:: u.
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r::~;i\Fl:,r::,
(;'fA~:':'1 :~.;
08/01/02
08/01/02
(Hj;Ol/~2
M;jC2-C3/03jC2
08/3'1/:}2
BP;Li),r~C~' f:)Rl-JiiRD
::n:v LAST r'~O RC
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157.tv
1,0SS.;~()
~L 9 . 2~'::
L::,O,',,''E.. CH,'='IRGE
U~?AI8- 1.50% Oii $32~S_e~
?AYME~~- QUf U~O~ RECE!PT
)" ,3:):: .~':
.;;\:'iC'):'\.;'. q',F
(1' tP
12-~~ .("t>
FiJJItL !Jufl.S/P(. 1.J.o/Ul. 4/(.L
OCT-1B-02 09;22 FROM,Children&VouLh Dauphin Co
34~q (iJi"~I)JF.i: f.;:~D ~'~GE : ;
VORl<, P;ll7~
B0lI-35H2&5
10;7172571584
PAGE
6/10
HlrrES. ~IAf1! H
GiG ~"''1 C!l'Wr"'O?D
e04 EER!<UY DR.
~~lCSB<JRG, PSI 1705i
"OR PIlT1E!<.: HiMES. I\lIRIM
~T100; :'11&1
F~C!LITY. 19 MCHS C~ Hill
~?'~~ 22078
~\ ENCl!!S8);
Please rtt~r~ thi~ DO~i~n uf the b~ll ~ith ,~tl~ par~e~t
---_...------_._~--------
DATE
i\V;:
~\lEIfi:!:: ilEWl!P1!UN
cry
~Jo;
------------------------------------------------~--
~7/(!5,'fj2 C
07131m P'NIN~
%f3lf\re P" lN~
~llolil2 DaE
l'R'l\'8IIj - \liA>Ii{ Y')J -
iX::ll722i:i
MNV
PHINV
DISPENSING ~ ~lJY ~P.ROP -
ClltDIT FO~ ff,8)S ArIER
DlOi.'HIIR8E NjB
-365.S3
SZi.11
3.3S.~t
-295.37
-------------------------------------------------------------------------------
qcCGi10iT ~y ~ AGl~'G
~1'!!~ ~lan~E P.d,,1l.:!tI'.i!'1~5
~. 63 + e.6J.75 -
Pay~ent, 5f~vi~e CnQ
36';.63 . ~.~ .
Np~ Char~e5 Ne~ ialanc!
r..~ . 8&3.75
a.:~i
&'3. 75
31w~i;
0.\lii
GI-S~
0.e$
51<
U0
----~------------------------------------------------------
NEI5l-:"bo.'lCARE - '!Offf.
3~lS CiJttJJ!ID ~D
YOEil, ~ 174~
fll0-9S'J-il2llO
DATE : 0~1: 6102
Fa. IOlTIEJ<.'T : Hl~S, M<lP.!~Ji
fACILiTY : i'OiS CA"IfP iirU.
PH'ISICiP.N ; ERiC SrNDER fri~
,
"
RfV-1513EX+(2.B7)
,$:,~i~.
-Jif'>>;-
COMMONWEALTH OF P~NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
MARIAN H. HIMES
21-02-0827
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A Taxable Bequests:
1.
Ann Crawford
204 Berkley Drive -
Merchanicsburg, PA 17050 ~ daughter 50%
David M. Himes
406 Circle Drive
Stowe, PA 19464 son 50%
I
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
NONE
-0-
C.Spousal distributions under Section 9113
NONE
-0-
(If more space is needed, insert additional sheets of same size)
Is -0-
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
BUREAU OF INOIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV~ln1 EX AFP 100~D5l
A M HERRING
STE 2240
1845 WALNUT ST
PHlLA
"04 MAR-5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
P 3 :41f0UNTY
ACN
02-17-2004
HIMES
08-09-2002
21 02-0827
CUMBERLAND
101
MARIAN
H
Rev
RE.[,
Allount Rellitted
C:81;'\-
PA 1910~\IrnbE;,<
P
,/1.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account~ subllit the upper portion of this for.. with your tax pay...nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifli=i6ifj-Eif-AFii-foFo3Y------..ii-iNHERiT"ANCif-TAif-sTA"iiHENT-ClF'-AcciiiJiif--ii...---------------- -----
ESTATE OF HIMES MARIAN H FILE NO.21 02-0827 ACN 101 DATE 02-17-2004
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 01-20-2004
PRINCIPAL TAX DUE,_
10,214.39
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-21-2003 CD002330 .00 13,447.06
01-28-2004 REFUND .00 3,232.67-
TOTAL TAX CREDIT 10,214.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l)
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. l
HERRING & HERRING
A. MARTIN HERRING
CHARLES L. HERRING
DEANNA KAPLAN TANNER
ATTORNEYS & CONSULTANTS
SUITE. 2240
1845 WALNUT STREET
PHILADELPHIA, PENNSYLVANIA 19103
Of Counsel
MICHAEL s. DURST
(215)568-9804
(215) 568-2751 (fAX)
March 21, 2003
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Attn: Register of Wills
Re: Estate of Marion Haines
Our file No. 20.903
Dear Sir or Madam:
Enclosed is the Inheritance Tax Return in duplicate which I request that you kindly
file of record, along with check in the amount of $ 13,447.06.
Kindly time stamp the copy of extra first page and return to me in the enclosed
stamped self addressed envelope.
Thank you.
?~~~~~~~
AMH:ms
Ene.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HERRING A MARTIN ESQ
1845 WALNUT STREET SUITE 2240
PHilADELPHIA, PA 19103
_n__n_ fOld
ESTATE INFORMATION: SSN: 160-16-6836
FILE NUMBER: 2102-0827
DECEDENT NAME: HIMES MARIAN H
DATE OF PAYMENT: 03/24/2003
POSTMARK DATE: 03/21/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 08/09/2002
NO. CD 002330
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $13,447.06
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ANN CRAWFORD
C/O A MARTIN HERRING ESQUIRE
CHECK# 142
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$13,447.06
DONNA M. OTTO
DEPUTY REGISTER OF WilLS
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'v BUREAU OF INOIVIOUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 26D60l
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recorded er"co of
Re,::'O[r
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-03-2003
HIMES
08-09-2002
21 02-0827
CUMBERLAND
101
A M HERRING
STE 2240
1845 WALNUT ST
PHILA
'OJ
n'.!
'.J;...I
,'0
-,
)
*'
REY-1547 EXAFP I Ol-O!l
MARIAN
H
('
Allount Rellitted
PA 19103
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-\i=is'4TEif-liFP-filFo3Y-iiiilT"icE-.OF-:t"NHEifiTAiicE-T"AX-APPRiiiSEHEiii,.-:--liii-oWANCE-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HIMES MARIAN H FILE NO. 21 02-0827 ACN 101 DATE 06-03-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable {Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule GJ
8. Total Assets
ll)
(2)
(3)
(4)
[5)
(6)
(7)
.00
185.678.76
.00
.00
175.972.15
.00
.00
[B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
[9)
1l0)
15,191.00
2.158.86
Ill)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account}
submit the upper portion
of this form with your
tax payment.
361,651.91
17.349 86
344,302.05
.00
344,302.05
NOTE: If an assessment was issued previOUSly, lines 14, lS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 .t Sibling rat.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15) .00 X 00 = .00
(16) 344,302.05 X 045 = 15,493.59
[17) .00 X 12 = .00
llB) .00 X 15 = .00
(19)= 15,493.59
~TS: l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-21-2003 CD002330 .00 13,447.06
INTEREST IS CHARGED THROUGH 06-18-2003 TOTAL TAX CREDIT 13,447.06
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,046.53
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.21
TOTAL DUE 2,057.74
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SlOE OF THIS FORM FOR INSTRUCTIONS.)
~-
IH1 Herring
-m & Herring
Attorneys & Consultants
Suite 2240
1845 Walnut Street
Philadelphia, Pennsylvan1a 19103
A. Martin Herring
(2151568-9804
1215) 568-2751 (Fax)
EmaU; amhb13@w1nstarmaU,com
-OJ
19 P"I:l c;
Of Counsel
Charles L. Hemng
Tabas & :R.osen. P.C.
Ronald J. Rosen
Howard R. Man1loff
,
'.
September 17, 2003
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Attn: Register of Wills
Re: Estate of Marion Haines
file no/ssn: 21 02 0827
Our file No. 20.903
Dear Sir or Madam:
Attached for your easy reference is a dunning notice I received relative to the above
captioned estate.
The issue relative to the balance due is currently under appeal.
Attached are the documents of the Appeal relative to this matter. Please make this
part of your record.
Very tml?,
A. M(~TIN HERRING
AMH:ms
Ene.
c: Ann Crawford
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
DUNNING NonCE
ATTN: POST ASSESSMENT REVIEW UNIT
.~~
*
REVwlliUAFPf07.99l
I"L
"
,.
PHONE (717) 787-6505
TDDI 1-800-447-3020 (SERVICE FOR TAXPAYERS
WITH SPECIAL HEARING AND SPEAKING NEEDS).
NOTICE DATE 09-05-2003
A M HERRING
STE 2240
1845 WALNUT ST
PHILA
PA 19103
ESTATE OF
HIMES MARIAN H
FILE NO/SSN 21 02-0827
COUNTY CUMBERLAND
DATE OF ASSESSMENT 05-27-2003
ACN 101
OUR RECORDS INDICATE A DELINQUENT INHERITANCE
TAX LIABILITY FOR THE ABOVE ESTATE. OUTLINED BELOW IS A
SUMMARY OF OUR RECORDS. ADDITIONAL INTEREST IS CALCULATED
AND INCLUDED IN THE BALANCE TO FIFTEEN (15) DAYS FROM THE
DATE OF THIS NOTICE.
TAX
INTEREST
CREDIT
BALANCE
15,493.59
38.41
13,447.06
2,084.94
ADDITIONAL INTEREST- ADD
.28 PER DAY FROM 09-23-2003
TO AVOID ADDITIONAL COSTS AND INTEREST, THE
ABOVE AMOUNT DUE MUST BE PAID WITHIN 15 DAYS FROM THE DATE
OF THIS NOTICE. PLEASE DETACH AND RETURN THE LOWER PORTION WITH
YOUR PAYMENT TO THE REGISTER OF WILLS OF THE COUNTY INDICATED.
MAKE CHECK OR MONEY ORDER PAYABLE TO 'REGISTER OF WILLS, AGENT'.
IF THE ABOVE BALANCE DUE HAS BEEN PAID RECENTLY,
PLEASE DISREGARD THIS NOTICE.
PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO
THE REGISTER OF WILLS LISTED BELOW
ESTATE OF
HIMES MARIAN H
FILE NO/SSN 21 02-0827
COUNTY CUMBERLAND
DATE OF ASSESSMENT 05-27-2003
ACN 101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~.f,:f3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
July 10, 2003
'in
'.
7177872753
A. Mrtin Herring
Herring & Herring
Suite 2240
1845 Walnut Street
Philadelphia, Pennsylvania 19103
Re: Estate of Marian H. Himes
File Number 2102-0827
Dear Mr. Herring:
We have reviewed your correspondence of June 9, 2003, concerning the Notice
of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions, and Assessment of
Tax issued June 3. 2003, and have determined the issues presented are not those which fall
within the Department guidelines for administrative correction. Accordingly, your
correspondence will be referred as a formal protest to:
Department of Revenue
Board of Appeals
Department 281021
Harrisburg, Pa. 17128-1021
Telephone (717) 783-3664
If you have any further questions concerning this matter, please contact the
Board of Appeals.
SincerelY,(! 1111 mr
f1&~MurPhY' Chi~/ {/
~;~~ce Tax Division
Telephone (717) 787-6201
cc: Board of Appeals
r---- ------.----:.----
Ir[~ U
'~'-))r-'
L. ,
J'
\ JUL 1 7 2003
":,
,
"
'ill
~;t4
..
,
IRl _ Herring
-.II & Herring
Attorneys & Consultants
Suite 2240
1845 Walnut Street
Phlladelphta. Pennsylvania 19103
A. Martin HeniIlg
(215) 568-9804
(215) 568-2751 (Fax)
Emat1: amhh13@wtnstarDIaU,com
.U3 ,\- 19 -)"1
L
June 9, 2003
Of Counsel
Charles L. Herring
Tabas & Rosen. P.C.
Ronald I. Rosen
Howard R. Manlloff
Bureau of Individual Taxes
Inheritance Tax Division
Department 280601
HarrisburgPA 17128-0601
Re: Estate of Marian Himes
File Number: 2102-0827
Dear Sir or Madam:
Attached is a Notice of Inheritance Tax Assessment for the above captioned Estate.
Please accept this letter as an OBJECTION to the Assessment.
The return filed in this matter correctly took a credit for a prior payment of taxes paid on
assets included in this estate, at the death of Paul Himes, husband of Marian Himes.
The earlier tax paid by the wife, and two children of Paul, remained at all times the assets
ofthe decedent in this estate, Marian Himes. The tax was paid on the same assets within
one year of the date of death of Paul.
It is requested that you reexamine the return in this Estate and grant the credit claimed.
Very truly yours,
A. Martin Herring
AMH:ms
C: Ann Crawford
, .
BU~AU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
JUN - -.. 2003
A M HERRING
STE 2240
184~wf\LIil!I ST
PHILA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-03-2003
HIMES
08-09-2002
21 02-0827
CUMBERLAND
101
Allount Re..itted
'c.-
J 'I~:
. -I, \~
'*'
aE'f~1&or.7 1:11 .fP 101-,n
MARIAN
H
PAl-9'1.03
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 ...
R'EV=is4'-Eif-AFP-fji"r=03riio'TicE--OF-YriHEifiTANCiri'-AX-'AppR'AisEMEii:r;-ALLOWANCE-iiii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HIMES MARIAN H FILE NO. 21 02-0827 ACN 101 DATE 06-03-2003
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortgagas/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Hisc. Personal Property [Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers {Schedule G)
8. Total Assets
(11
(21
(31
(41
ISl
(61
17l
.00
185.678.76
.00
.00
175.972.15
.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/GovernMental Bequestsj Non-elected 9113 Trusts (Schedule ~l
14. Net Value of Estate Subject to Tax
(91
IlOI
15,191.00
2.158.86
(Ill
1121
1131
1141
NOTE: I~ an assessment was issued previ~usly, lines
re~lect ~igures that include the total af ALL
ASSESSMENT OF TAX:
15. Aaount of line 14 at Spousal rat. US)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
I
NOTE: To insure proper
credit to your .ccount,
subMit the upper portion
of this form with your
tax payment.
361,651.91
17.349 86
344,302.05
.00
344,302.05
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
344,302.05 X 045 =
.00 X 12 =
.00 X 15 =
[191=
AHOUNT PAID
13,447.06
DATE
03-21-2003
NUHBER
CD002330
INTEREST/PEN PAID (-I
.00
INTEREST IS CHARGED THROUGH 06-18-2003
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
15,493.59
.00
.00
15,493.59
13,447.06
2,046.53
11.21
2,057.74
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
BUREAU OF INDIVIDUAL TAXES
ItlERl1AHtE TAX DIVISION
PEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEIlENT, ALLDWAIlCE OR DISALLOlIANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
. ~.---,\
--'~_._-......,
-C-'_I
;--'\\1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
:licN
06-03-2003
HIMES
08-09-2002
21 02-0827
CUMBERLAND
101
AIIOWtt R..ltted
JUN -.. 2003
.A M HERRING
'slE'2'2'lill"--'--
11!~_~Jllt!-_!!!!.LE
PHILA
19 ;J:
'*
ItEY-1Ii47Ell J."UI-Ul
MARIAN
H
.--...-' ("
PA 191&3,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV=is'4j-ix-AFP-foFoiY-NQTiCi--OF-J;-tiiiiifii'ANCi-TAX-APPRAisiHiNT~--ALLOWANCE-OR---------_._-----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HIMES MARIAN H FII.E NO. 21 02-0827 ACN 101 DATE 06-03-2003
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON, ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (SChedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Sch.dule Gl
8. Toial "5se1:$
(1)
(2)
(3)
(4)
(5)
(6)
171
.00
185,678.76
.00
.00
175,972 .15
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. Funeral Expenses/Adm. Costs/Hisc. ExPenses (Schedule Hl
10. Debts/Hortgage Liabil11:ies/Llens (Schedule Il
11. Total Deduciions
12.. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
15,191.00
2,158.86
Ill)
(12)
(13)
(14)
NOTE: To inS\.lra proper
credit to your account,
submit the upper portion
of this fora with your
tax paYII.nt.
361,651.91
17.349 86
344,302.05
.00
344,302.05
NOTE, If an assessmen~ was issued previously, lines 14, 15 and/or 16, 17, 16 and 19 will
re~lect ~igures tha~ include ~he total o~ ALL returns assessed to date.
ASSESSMENT OF TAX,
15. A~t of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15) .00 X 00 = .00
(16) 344,302.05 X 045 = 15,493.59
1171 .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 15,493.59
TAX CREDITS,
DATE '+J AMOUNT PAID
NUHBER INTEREST/PEN PAID 1-)
03-21-2003 CD002330 .00 13,447.06
INTEREST IS CHARGED THROUGH 06-18-2003 TOTAL TAX CREDIT 13,447.06
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,046.53
REVERSE SIDE OF THIS FORM INTEREST AND PEN. U.21
TOTAL DUE 2,057.74
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.)
BUREAU OF ZNDIVTDUAL TAXES
/NHERTTANCE TAX DTYTSTnN
DEPT. 180601
HARR*rSBURG, PA 17118-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
INHERITANCE TAX
RECORD ADdUSTNENT
REV-159S EX &FP C01-0S)
A H HERRING
STE 2240
1845 WALNUT ST
PHILA
PA 1910~
DATE 01-21-2004
ESTATE OF HIHES
DATE OF DEATH 08-09-2001
FILE NUNBER 21 02-0827
COUNTY CUHBERLAND
ACN 101
Amoun~ Remi~c~ed
HARIAN
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
H
NOTE: To insure proper credi~ ~o your account, submi~ ~he upper por~ion of ~his form wi~h your ~ax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS *-~
REV-1593 EX AFP (01-03) ~# INHERITANCE TAX RECORD ADJUSTHENT NN
ESTATE OF HIHES
HARIAN H FILE NO. 21 02-0827 ACN 101 DATE 01-11-2004
ADJUSTHENT BASED ON:
PROTEST BOARD DECISION
VALUE OF ESTATE:
1. Reel Es~a~e (ScheduZe A)
2. S~ocks and Bonds (Schedule B)
$. Closely Held S~ock/Par~nership In:keres~: (Schedule C)
4. Nor~gages/No~es Receivable (Schedule D)
S. Cash/Bank Deposi~:s/Nisc. Personal Proper~cy (Schedule E)
6. Join~:ly Owned Proper~y (Schedule F)
7. Transfers (Schedule G)
8. To~el Asse';s
DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Administrative Costs/
Niscellaneous Expanses (Schedule H)
10. Deb~s/Hor~gege Liab/li~ies/Liens (Schedule 1)
11. To'~el Deduc~/ons
12. Ne~ Value of Tax Re~urn
(1) .00
(2) 185/678.76
($) .00
(4) .00
(6) .00
(6) 58/657.$9
(7) .00
(8) 244,336.15
15,191.00
(10) 2,158.86
15.
14.
TAX:
15.
16.
TAX
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Ne~ Value of Es~e~e Sub~ec~ ~o Tax
17.
18.
19.
CREDITS:
I~AYII~.N I
DATE
05-21-2005
Amoun~ of Line 14 a~ Spousal ra~e
Amoun~ of Line 14 ~axeble a~ L/heel/Class A ra~e
Amoun~ of L/ne 14 e~ S/bling re~e
Amoun~ of L/ne 14 ~axable e~ Collateral/Class B ra~e
Pr/ncipel Tax Due
K~C~I~I UI~UUNI ~)
NUflBER INTEREST/PEN PAID (-)
CD002550
ZF PAID AFTER DATE ZND/CATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(11) 17/,'~49.86
(12) 226/986.29
(15) .00
(14) 226/986.29
(15) .OOX O0 = .00
(16) 2161986.29 X 045= 10/214.58
(17) . O0 x 12 = . O0
(za) .OOX 15 : .00
(19) 10~214.$9
.0O
ANOUNT PAID
15,447.06
TOTAL TAX CREDIT
I 13,447.06
BALANCE OF TAX DUEl 3,232.67CR
INTEREST ANB PEN. .00
TOTAL DUE $,131.67CR
( ZF TOTAL DUE 1S LESS THAN $1, NO PAYHENT IS REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCTIONS.)
BOARD OF APF, \LS
DEPT. 281021 ~
HARRISBURG, PA 17128-1021
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
A MARTIN HERRING ESQ
1845 WALNUT ST STE 2240
PHILA PA 19103
IN RE ESTATE OF:
HIMES MARIAN H
DOCKET NO.:
TAX TYPE:
APPEAL TYPE
FILE NUMBER:
ACN:
APPRAISEMENT:
PETITION FILED:
EXAMINER:
MAILING DATE:
0400148
Inheritance
Protest
2102-0827
101
6/3/2003
7/10/2003
DONNA E AUMENT
Direct Dial: (717) 783-7894
Fax: (717) 787-7270
Email: daument@state.pa.us
January 15, 2004
DECISION AND ORDER
Petitioner contends that, since inheritance tax was paid on the same assets in this estate
as in the estate of the decedent's husband who had predeceased her, this estate is entitled to
take a credit for the tax paid in the husband's estate. There is no statutory or other basis for the
allowance of such a credit. However, the Board finds that the liability in this estate should be
recomputed to reflect tax on only the decedent's fractional interest in the joint assets.
Specifically, the estate reported three Pennsylvania State Employees Credit Union
accounts on Schedule E at their full date of death balances. The return filed for the estate of the
decedent's spouse shows that the accounts were then titled in the joint names of Paul Himes
(the predeceased spouse), Marian Himes and David Himes and Ann Crawford, their children.
The return filed for Mr. Himes' estate correctly reported only his 1/4 interest as being taxable.
After his death, each of the three surviving parties held a 1/3 interest. The PSECU account
statement for the month of this decedent's death indicates such joint ownership. Therefore, only
the decedent's 1/3 interest is taxable in her estate.
HIMES MARIAN H
BOARD DOCKET NO. 0400148
Page 2 of 2
Accordingly, it is hereby Ordered that the protest is sustained-in-part.
The Department is directed to issue an amended appraisement and assessment
reflecting the removal of PSECU accounts from Schedule E and their addition to Schedule F at
1/3 of their date of death balances. It is further Ordered that the estate be issued a cash refund,
plus appropriate interest, of any resulting overpayment.
FOR THE BOARD OF APPEALS
JOSEPH R. SLEEK, MEMBER
A STATEMENT OF ACCOUNT WILL BE MAILED TO YOU BY THE BUREAU OF INDIVIDUAL
TAXES.
ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE ORPHANS' COURT
WITHIN SIXTY (60) DAYS OF RECEIPT OF THIS DECISION.
A CASH REFUND WILL BE MAILED TO YOU BY THE BUREAU OF INDIVIDUAL TAXES.
IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATE FORMAT UNDER THE
PROVISIONS OF AMERICANS WITH DISABILITIES ACT OF 1990, PLEASE CALL
(717) 783-3664, OR FOR SERVICES FOR TAXPAYERS WITH SPECIAL HEARING
AND SPEAKING NEEDS: 1-800-447-3020 (TT ONLY).
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
HERRING A MARTIN ESQ
1845 WALNUT STREET SUITE 2240
PHILADELPHIA, PA 19103
RE: Estate of HIMES MARIAN H
File Number: 2002-00827
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 AMENDMENTS 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: 8/09/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CC:
File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
CRAWFORD ANN
204 BERKLEY DRIVE
MECHANICSBURG, PA
17050
RE: Estate of HIMES MARIAN H
File Number: 2002-00827
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 AMENDMENTS 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: 8/09/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Herring
& Herring
A. Martin Herring
Attorneys & Consultants
Suite 2240
1845 Walnut Street
Philadelphia, Pennsylvania 19103
(215) 568-9804
(215) 568-2751 (Fax)
Email: amh@herrlnglaw, org
July 13, 2004
Of Counsel
Charles L. Herring
Tabas & Rosen, P.C.
Ronald I. Rosen
Howard R. Manfloff
Cumberland County Courthouse
Register of Wills
Hanover and High Streets
Carlisle, PA 17013
Attn: Glenda Farner Strasbauch
Re:
Estate of Marion Haines
file no. 2002-0 0827
Our file No. 20.903
Dear Ms. Strasbaugh:
Enclosed herewith please find original and copy of Status Report regarding the above
indicated that the administration has been completed.
Please time stamp the extra copy and return to me in the enclosed stamped self
a.ddi~essed envelope.
~Very truly yours,
A. MARTIN HERRING
AMH:rPr's
enc. *
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
HERRING A MARTIN ESQ
1845 WALNUT STREET SUITE 2240
PHILADELPHIA, PA 19103
RE: Estate of HIMES MARIAN H
File Number: 2002-00827
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 AMENDMENTS 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: 8/09/2004
Your prompt attention to this matter will be appreciated.
Thank ~fou.
Sincerely,
REGISTER OF WILLS
CC:
File
Personal Representative(s)
Judge
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS ' COURT DIVISION
STATUS REPORT UNDER RULE 6.12
ESTATE OF, Marian H. H~nes
FILE NUMBER: 2002-00827
DATE OF DEATH:
,DECEASED
Pursuant to RULE 6.12 of the Supreme Court Orphans' Court Rules, I report
the following with respect to the completion of the administration of the
above captioned estate:
1. State whether administration of the estate is complete:
YEs:l ~' I~o: i
2. If NO, state when the personal representative reasonably believes that
the administration will be complete:
3. If YES, state the following:
A. Did the personal representative file a final account with the Court:
YEs:l I~o: I ~' I
B. Has final distribution to the beneficiaries been made:
YEs:l ,' I-o: I I
C. Has an account been stated informally to the parties in interest:
YEs :1 ~ ] mo: I I
If copies of receipts, releases, joinders or approvals of formal or informal accounts are
attached as exhibits to this report, the originals must first be filed with the Clerk of
the Orphans'. Court and reference must be made to the date of filing on each copy.
//~//~/~~/~ ---- A. Martin Herring, esquire
~ .... Signature Please Type or Print Name
Capaci t y: ~Personal Representative
I ~z_ ~Counsel
1845 Walnut Street
Street Address
Philadelphia PA 19103
City, State, ZipCode
215.568.9804
Telephone