HomeMy WebLinkAbout05-11-11~~
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF VERA L. FINKEY
No. 2 I - I 0-0 ] 57
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DECEASED
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases irtvolvirtg the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if arty; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCL UDE A TTA CHMENTS A T THE BACK OF THIS FORM.
Name of Counsel: Stephen J. Hogg, Esquire
Supreme Court I.D. No.: 36812
Name of Law Firm: Law Offices of Stephen J. Hogg
Address: 19 S. Hanover Street, Ste. 101, Carlisle, PA 17013
Telephone: 717-245-2698
Fax: 717-245-0829
Fes,-n, oc-nl Y~,~. l/).13.~6 Page 1 of 10
.~
Estate of VERA L. FINKEY
_, Deceased
1. Name(s) and address(es) of Petitioner(s):
,,`p/17e: Carl W. Finkey, Jr.
Add~~ess. 5 Shea Court
Carlisle, PA 170] 5
Identify any executors or administrators who have not joined in the Petition far
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? ........ . . . . . . . . . . . . . /0 Yes ~ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. .Decedent died on 02/07/2010
Q Letters Testamentary or OLetters of Administration were granted to Petitioner(s) on
02/ l 8/2010
Date of Will (fapplicable~: 05/24/2005
Date(s) of Codicil(s) (fapplicable):
Date of probate (f different from date Letter°s granted):
Was a bond required? Yes ~ No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ^ No
Dates of advertising of the grant of Letters: Sentinel 03/04/10, 03/1 l/10, 03/18/10
Law Journal 02/26/10, 03/OS/l0, 03/12/10
Fo,-moc-oi ~-e~•. ~0.~3.~~ Page 2 of l0
Estate of VERA L. FINKEY
_, Deceased
3. Was decedent survived by a spouse? ............................. ^ Yes ^/ No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. ^ Yes ~ No
(See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code)
[f yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (rf none, so state):
6. Did decedent marry after execution of Will or Codicil(s)? ........... ^ Yes 0 No
Were any children born to decedent after execution of
Will or Codicil(s)? ...... ^ es ^ No
if yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. ~ 14l 2, was a request for a statement of claim sent to
the Department of Public Welfare? .... ^/ Yes (] No
..........................
Form OC-01 rer. lOJ3.06
F'age 3 of l 0
r
~ .
Estate of VERA L. FINKEY
Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item l 0 below. In addition, notice of any questions requiring Adjudication as
discussed in item l4 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.~., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Forn~a OC-01 ~~er. 10.13.06
Page 4 of l 0
~ , }
/ ~
Estate of VERA L. FINKEY
Deceased
C. State why a Petition for Guardian/Trustee Ad Litern has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased pa~~ty,
state date of death, date and place of grant of Letters and type of Letters granted.
FormOC-~l rer. in.i3.n6
Page S of l0
B. Identify each party who is not s~i juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
Estate of VERA L. FINKEY
_, Deceased
l 0. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
I I. Was family exemption claimed? .... DYf,s [~No
Was family exemption allowed? ................................ ]Yes ~]No
Family exemption claimant's name and relationship:
Name: Relationship:
Fo~•m OC-01 rein. IIJJ3.~6
Page Ci of l0
Estate of VERA L. FINKEY
_, L)eceased
l2. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows:
Dale Payment
Interes!
02/24/2011 4,035.02 42.16
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? ............. .
..... []Yes 0 No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration. of the
estate.
l4. A. Describe in detail any questions requiring adjudication and state the position of the
Petrt~oner(s) as to each question:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? ..... . . . . . ..... .
Yes [~ No
l 5. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Fornr OC-01 rer. 10.13.0(
Page 7 of 10
. t
Estate of VERA L. FINKEY
_, L)eceased
16. Had the decedent been adjudicated an incapacitated person? ......... .
Yes ~ No
If yes, attach a copy of the Order if available; otherwise state tl~e Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closin
date of the Account. g
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. ~/ Yes ^ No
18. if a reserve is requested, state amount and purpose.
A~rtount:
Purpose:
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ....
.................................... Yes / No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? ... .
...................... Yes ~/ No
As to real estate only? ....
.. _ Yes /~ No
Forirr OC-01 rer. l0.13.06
Page 8 of 10
Estate of VERA L. FINKEY
_, L)eceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Dislrihtr~ee(s~
Antounb'Propor~ion
Carl W. Finkey, Jr. 100%
B. Principal:
Proposed Disb•ibtttee(s)
AntotrrtJ, Proportion
Submitted By:
(All petitioners must sign.
Add additional lines if necessa~~y~:
L~ f
Name of Petitioner: Carl W. Finkey, Jr.
Name of Petitioner:
Forrn OC-0I rer. 10.13.06
Page 9 of 10
I ~ / • ~,
Estate of VERA L. FINKEY
Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he~she he is ~;~~e Executor
of the above-named name of corporaliort Estate
and) that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of l 8 Pa. C.S. ~ 4904 (relating to unsworn
falsification to authorities).
O~
~~.
Si natur
g e of Pet~t~oner L,
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
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Signature of un for Petitioner
Fonn OC-Ol rev. /0.13.06
Page l 0 of ] 0
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K.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. 21 10-0157
ESTATE OF VERA L. FINKEY
PROPOSED DISTRIBUTION OF $86,082 95
1.A~~' OFFICES OF
STEPHEN J. NOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
Carl W. Finkey, Jr.
Total Estate Value
$86, 082.95
$86,082.95
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
,~.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COUP.T DIVISION
NO. 21-10-0157
FIRST AND FINAL ACCOUNT OF
CARL W. FINKEY, JR., EXECUTOR
FOR
ESTATE OF VERA L. FINKEY
Date ~f Death: February 7; 2010
Letters Testamentary Granted: February 18, 20 i 0
Advertising Grant of Letters:
The Sentinel: 03/04/10, 03/11 /10, 03/18/10
Cumberland Law Journal: 02/26/10, 03/05/10. 03/12/10
Accounting Filed: May 2011
ACCOUNT FINAL AS OF:
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. 21-10-0157
ESTATE OF VERA L. FINKEY
Purpose of the Account: Carl W. F~nkey, Jr., Executor of this
Estate files this Accounting to acquaint interested parties with the
transactions that have occurred during his administration.
The Account also indicates the proposed distribution of the
estate.
It is important for the Account to be carefully examined.
Requests for additional information or questions or objections can be
discussed with the undersigned Attorney for the Estate.
Stephen J. Hogg, Esquire
19 S. Hanover Street, Suite 101
Carlisle, PA 17013
(717) 245-269$
Attorney for Estate
LAW OFFICES OF
STEPHEN J. NOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
RECEIPTS OF PRINCIPAL
CASH
M&T Bank Checking Account No.32998430
2006 Ford Escape -VIN#1 FMYU9416KA22381
Auction Proceeds
Property Tax Rebate
M&T Bank Interest 4/2/10
M&T Bank Interest 5/2/10
M&T Bank Interest 6/2/10
M&T Bank Interest 7/2/10
M&T Bank Interest 8/2/10
M&T Bank Interest 9/2/10
M&T Bank Interest 10/2/10
M&T Bank Interest 11/2/10
M&T Bank Interest 12/2/10
Subtotal
REFUNDS
CenturyLink
Comcast
Bankers Life Insurance
Travelers Insurance
HARP
M&T Bank/Closing Account
Subtotal
REAL ESTATE
Subtotal
LAW OFFICES OF
STEPHEN J. NOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
TOTAL GROSS ASSETS
$ 7,821.03
$ 5,237.50
$ 1,058.50
$ 500.00
$ .05
$ .06
$ .08
$ .07
$ .07
$ .07
$ .06
$ ,. 07
$ .06
$14,617.62
$ 5.09
$ 48.46
$ 63.42
$ 227.00
$ 197.75
$ 47.12
$ 588.84
$100, 000.00
$100, 000.00
$115, 206.46
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
Rodney Fickel Insurance Company
Forest Park Health Center $ 257.00
Fire Hall $ 1,416.00
Interstate Waste Services $ 100.00
PPL $ 39.30
Hartzell Eye $ 150.51
Hershey Kidney Specialists, Inc. $
$ 60.00
30
Opossum Lake Accounting & Tax Servic .00
es
PPL $ 125.00
South Middleton Township Water/Sewer $ 119.51
AARP $ 101.00
Real Estate Taxes 2010 $ 197.75
Young Medical Equipment West $ 294.90
PPL $ 21.76
Roto-Rooter $ 119.51
PPL $ 859.05
Interstate Waste Services $ 119.51
2010 Real Estate Taxes $ 39.30
South Middleton Township Water/Sewer $1 ,216.98
Food for Funeral $ 123.30
ECM Insurance Group $ 259.00
Forest Park $ 185.00
PPL $ 310.00
AARP/MedicareRx Plans $ 150.50
ECM Insurance Company $ 2 7.10
Cumberland Goodwill EMS $ 185.00
Executor Out of Pocket Reimbursement $ 387.53
$ 29.51
Subtotal Debts $6, 924.02
ADMINISTRATIVE EXPENSES
LAW OFFICES OF
STEPHEN J. NOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
Hoffman Roth Funeral Home $6,969.57
Cumberland Valley Memorial Gardens $1,595.00
Personal Representative's Commission $5,760.32
Attorney fees $3,000.00
Probate fees $ 315.50
Advertisement: Cumberland Law Journal $ 75.00
Carlisle Sentinel $ 176.92
Inheritance Tax Return Filing Fee $ 30.00
Final Accounting Filing Fee $ 200.00
Subtotal Admin Expenses $18,122.31
Inheritance Tax Paid $ 4
035
02
Interest/Penalty Paid ,
.
42.16
TOTAL EXPENSES AND DISBURSEMENTS $ 29,123.51
TOTAL GROSS ASSETS $115
206
46
LESS EXPENSES AND DISBURSEMENTS ,
.
$ 29,123.51
NET ESTATE AMOUNT FOR DISBURSEMENT $ 86,082.95
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE l0l
CARLISLE, PA 17013
CONSENT TO DISTRIBUTION
I, the undersigned party in interest in the Estate of Vera L.
I_AW OFFICES OF
~TEPHEN J. NOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
Finkey, aver I have received and read a copy of the attached First and
Final Accounting with a proposed final distribution schedule. I
understand the proposed distribution and have no objection thereto.
Date: S~ ~ ~~
~ ~%/
Carl W. Finkey, r.
VERIFICATION
I, Carl W. Finkey, Jr., do hereby verify that I am the Petitioner herei
n,
and that the facts set forth in the aforegoing First and Final Accountin
9
are true to the best of my knowledge, information and belief, u on
p
information supplied. I understand that false statements herein are
subject to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn
falsifications to authorities.
--~i
Date: S o ~~ G~ly.
CARL W. FINKEY, J
Sw r~ to or affirmed atad subscribed to before me by witnesses
this ~ day of '~~ ~ ,
2011.
~,..
.i
LAW OFFICES OF
~TEPHEN J. NOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
My Commission Expires:
NOTARIAL SEAL
9tepiwn J. Hogg, Koury Public
Carlisle i3~o, Cud Ca. PA
~h- Coe~1s s Sa~a~~c~+b~ ~, Zots
r'`~ ~
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Nofary Public
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2010- 00157
Estate Of : VERA L F/NKEY
(First, Middle, Lastl
Deceased
Social Securi ty No: 163-24-8893
PA No . 21- i'0- O 157
Late Of : SOUTH M/DDLETON TOWNSH/P
CUMBERLAND COUNTY
WHEREAS, on the 18th day of February 2010
May 24th 2005 was admitted to an fns trumen t dated
probate as the last will of
VERA L F/NKEY
(First, Middle, Last)
1a to of SOUTH M/ODLETON TOWNSHIP, CUMBERLA
who died on the 7th da ND County,
y of February 2010 and,
WHEREAS, a true copy of the will as
THEREFORE I probated i s annexed here to .
GL ENDA FA RNER S TRA SBA UGH
for CUMBERLAND Count Register of Wills in and
Yr in the Commonwealth of Pennsylvania he --
certi fy that I have this da ~ ~ ~. eby
y granted Letters TESTAMENTARY to:
CARL W FINKEY JR
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate a
full a ccording to law, all of which
Y ppears of record in my office a t CUMBERLAN
CARL/SLE, PENNSYL VANIA. D COUNTY COURT HOUSE,
IN TESTIMONY WHEREOF, I have hereunto set ,
of my office on the 18th da mY hand and affz.xed the seal
y of February 2010.
Regts to o f Wills
G
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST
MIDDLE, LAST)
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
ames Kleinklaus, Director ~f Sales al ~d iviarxetm~, of The Sentin
State aforesaid, being duly sworn, deposes and sa s that THE el, of the County and
of general circulation in the Borough of Carlisle, Coun and StatNl'INEL, a newspaper
established December 13~, 1881, since which date TH SENTI e aforesaid, was
issued in said County, and that the printed notice or publican n att as been regularly
exactly the same as was printed and published in the regular editiortshed hereto is
THE SENTINEL on the following day(s); and issues of
March 4 11 and 18 2010
COPY OF NOTICE OF PUBLICATION
NOTICE OF ADMINISTRATION
Letters of Testamentary on the Estate of VERA L. FINKEY, late of Cumberland
County, Carlisle, PA, deceased, have been granted to the undersigned.
All persons knowing themselves to be indebted to said Estate will make
payment immediately, and those having claims will present them for
settlement to:
Carl W. Finkey, Jr., Executor
5 Shea Court
Carlisle, PA 17015
Stephen J. Hogg, Esquire
19 South Hanover Street, Suite 101
Carlisle, PA 17013
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement as
to time, place and character of publication
are true.
Sworn to and subscribed before me this
~~
0~?0~~.
~~
Notary Public
My commission expires:
NOTARIAL SEAL
8AM81 ANN HECKENDORN
Notary Publk
CARLISLE BOROUGH, CUM6ERLAN~ CNN
My Commission Expires Jan 27. 2014
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, l 929), P. L 1784
CONiMONWEALTIJ OF PENNSYLVANIA ;
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Jou
State aforesaid, being duly sworn, according to law, de oses anal rnal, of the (~'ounty and
Journal, a legal periodical published in the Borough of Carli says that the Cumberland Law
was established January 2, 1952, and designated by the local cou the County and State aforesaid,
periodical for the publication of all legal notices, and has, since Jan as the official legal
issued weekly in the said County, and that the printed notice or a nary 2, 1952, been regularly
exactly the same as was printed in the regular editions and issues bl~cation attached hereto is
Journal on the following dates, he said Cumberland Law
V1Z:
p`ebruar 26 March 5 and March 12 201.0
Aftiant further deposes that he is authorized to verify this statem
Law Journal, a legal periodical of general circulation, and tha eft by the C>rrmberland
matter of the aforesaid notice or advertisement a the rs not interested in the subject
nd that all allegations in the foregoing;
statements as to time, place and character of publication are true.
r~ -- ,
--
L sa Marie Coyne, Edrto
S WORN TO AND SUBSCRIBED before me this
12 day of March 2010
,~
~~.~ ~~~
Notary ~
Finkey, Vera L., decd.
Late of Carlisle.
Executor: Carl W. Finkey, Jr., 5
Shea Court, Carlisle, PA 17015.
Attorney: Stephen J. Hogg, Es-
quire, 19 S. Hanover Street, Suite
101, Carlisle, PA 17013.
BUREAU OF INDIVIDUAL TAXES Pennsylvania
APPRAISEMENT E ALLOWANCE TOR CE TAX
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESS EISALLOWANCE ~
PO BOX 280601 DEPARTMENT OF REVENUE
HARRISBURG PA 1 7128-0601 NT OF TAX
REV-1!i47 EX AFP (12-10)
STEPHEN J NOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE PA 17013
DATE 04-25-2011
ESTATE OF FINKEY
DATE OF DEATH 02-07-2010 VERA L
FILE NUMBER 21 10-0157
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-24_2011
(See reverse side under Objectr'oias
Amount Remitted - _----,
MAKE CHECK PAYABLE AND REMIT' P-AYM-ENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ --RETA_IN_ LOWER PORTION FOR YOU
REV-1547 EX AFP C12-10) NOTIC -----'----------------R RECORDS
E OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-OR-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FINKEY
VERA LF1LE N0.:21 10-015%
ACiV: 101 DA'Y~E: 04-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) cNeNr_r„
APPRAISED Vel iir nr r.~~........ _
_-- "' "" ~Rn ~sA~t[7 ON; uKIGINAL 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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E?
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) 100,000.00
NOTE: To ensure proper
C2) .00 credit to
Your account,
(3) .0 0 :submit the upper portion
(4) .0 0 °f this form with your
t:ax payment.
(5) 15, 206.46
(6) .00
(~) .00
($) 115 206.46
(9)- )8,17 ~i
11. Total Deductions 'l o) 7 417.12
12. Net Value of Tax Return
13. Charitable/Gover (11) 2 5
,539.43
nmental Bequests;
Non-elected 9113 Trusts
14. Net Value of Estat (Sc C12)
hedul 89, 667.03
e Subject to Tax e J) (13)
.00
NOTE: If an assessment was issued previousl (14) 89,667.03
y, lines
reflect figures that include the total
ASSESSMENT
f 14, 15
16~ 17,
18 and 19
o
OF TAX:
A_
15
A retirns assess
ed to da will
te
.
mount of Line 14 at Spousal rate .
(15)
16. Amount of Line 14 taxable at Lineal/Class A '0 0 X 0 0 =
rate
17. Amount of Line 14 at Siuling rate (16) ig .667 0~
X 045 = 00
18. Amount of Line 14 taxable at Collateral/Cl
1
n n X 12 = 4,035.02
ass B rate (lg)
9. Principal Tax Due
.00 X 15 - 0 0
TAX CREDITS: .00
PAYMENT
RECEIPT (19)=
4 , 035.02
DISCOUNT (+)
DATE NUMBER
1
02-24-2011 INTEREST/PEN PAID (-) AMOWT PAID
04-18-2011 CD014053
SBADJUST 42.16-
.00 4,077 18
.O1
TOTAL TA: PAYMENT
BALANCE 0=
TAX DUE _ ~+, 035.02
INTEREST
AND PEN. -- •00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERS
F TOTAL DUE _
-
.00
E
OR CALCULATION OF ADDITIONAL INTEREST
IF TOTAL DUE IS REFLECTED
S
" __
.
A
'
CREDIT" (CR
A REFUND. SEE REVERSE SIDE~OF THIS ), YOU MAY BE DUE
FORM FOR INSTRUCTIONS.
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. 21 10-0157
ESTATE OF VERA L. FINKEY
PROPOSED DISTRIBUTION OF 86 082.95
LAW OFFICES OF
TEPHEN J. NOGG
9 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
Carl W. Finkey, Jr.
Total Estate Value
$86, 082.95
$86,082.95
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