HomeMy WebLinkAbout04-0927 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of IRMA F. PITZER No. ~,1- 0 ~ ...C) ~ 7
also known as To: Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 199-34-7695 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executrix named in the last will of the above
decedent, dated May 16, 1988 and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at Claremont Nursing and Rehabilitation Center, 1000 Claremont Road,
Middlesex Township.
Decedent, then 91 years of age, died October 7, 2004, at 1000 Claremont Road, Carlisle, PA
17013.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ unestimated
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: None
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon.
u~ Bonita Ann eitzer Rowe tO
"- nka Bonita P. Rowe
~ 150 D Street
CCD
~..:~' ~i Carlisle, PA 17013
· :~ ~.~ m' :~.. (717) 243-8480
-
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are tree
and correct to the best of the knowledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed //~/))7.z~/'ff/~',./g--//'~2,..,
before me this [ 5' day of Bonita Ann Pitzer Rov~
~_t0 ~ , ~. nka Bonita P. Rowe
Register
No. l-oq-
Estate of IRMA F. PITZER, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, 0~ /5'/~tg~c/ , in consideration of the petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated May 16, 1988, described therein be admitted to probate.arid
filed of record as the last will of Irma F. Pitzer and Letters Testamentary are hereby granted to Bonita P.
Rowe.
Page
' Register of V~ills
FEES Edward L. Schorpp, Esquire (17495)
Probate, Letters, Etc. $ /40 ~
ATTORNEY (Sup. Ct. I.D. No.)
Short Certificates(~ ) , $ ~ oo MARTSON DEARDORFF WILLIAMS & OTTO
~n ~' Po-~_;t3 $ ((~Od 10 East High Street
Q e_ o '~ ~z~ $ I O- 00 Carlisle, PA 17013
~f - ' TOTAL $ ~90~00 (717) 243-3341
Filed
F:~FILES~DATAFILE~ESTATES\I 1129. I.lctters.tes
his is to certify that the inforlnation here given is con'ectly copied from an original certificate of death duly filed with me as
Local Regist,'ar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Local Registrar
..... ' OCT 8 2004
No. ~ Date
COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Irma F. Pitzer/" Female 3. 199 -- 34 -- 7695 ~. October 7, 2004
June 4,1913 Franklin Co,PA]'.,, U ,~,.. U ~Q ~""'~ _
Clare~nt Nursing & Reh~.Ctr. ,~s~m.c~
Clare~nt Rd. ,s..~, ~., ~.~
~lar~ne~ FinLey ,~. R~]th ~dorff
~nita P. R~ am. 150 "D" Street. Carlisle. PA 17013
')leto 27} Ty~ 0, Pdm Ken Ha~,
~"'~-"--~"~"~"~"~"~"v~"~"~m~m~"~`~."~"."~"~""~c~""""~"~"~""(~)~""~ ................ . ............... Q 1830 ~ HO~ Rd., Enola, PA 17025
I, ~ F. PITZER, a legal resident of the Borough ~f Carlisle,
and understanding, do hereby make, publish and declare this as and for my
T~.~t Will and Testament, hereby revoking all other wills and codicils
heretofore made by me.
F/~ST: I direct that all my just debts and funeral expenses,
including my grave marker, shall be paid f;-c~ the assets of my estate as
soon as practicable after my decease.
SEO~I~D: I direct that all taxes that my be assessed in consequence
of my death, of whatever nature and by whatever jurisdiction imposed, shall
be paid from my residuary estate as a part of the expense of the
administration of my estate.
~{I~D: I devise and bequeath the residue of my estate, of every
nature and wherever situate, to my daughter, Bonita Ann Pitzer Rowe. Should
my daughter, Bonita Ann Pitzer Rowe, predecease me or die on or before the
thirtieth day following my death, I devise and bequeath the residue of my
· estate, of every nature and wherever situate, to her issue, per stirpes,
~ living on the thirty-first day following my death.
~ F~I~{: I direct that the share of any beneficiary under the age of
eighteen (18) years shall be held, IN T~3ST, however, by Bryan C. Rowe, as
Trustee, to hold said share for the benefit of each said beneficiary under
the age of eighteen (18), upon the following terms and conditions:
A. To pay the income and so much of the principal as may, in
the sole discretion of my Trustee, be necessary for the
maintenance, support, medical expenses and education of each
beneficiary.
B. The amount to be paid for the benefit of any of said
beneficiaries shall be determined frc~ time to time by the
need of each of said beneficiaries, and the amounts and times
of said payments shall be determined by such ~. The said
payments may be made by my Trustee directly to each of the
said beneficiaries, or to such of them as may be, in the sole
opinion of my Trustee, of such age and ability to handle
properly the funds so paid to such beneficiary, or my be made
by my said Trustee directly to the person having the custody
L^WOmCES and care of any of the said beneficiaries, or my be made by
L~D~S. Bt^CK. my said Trustee directly to any institution entitled to such
~ SCHO~ payment by reason of services rendered or to be rendered to
CARLISLE, PENNSYLVANIA 1701', ~ of the said beneficiaries.
C. To pay the accumulated income and principal then remaining
in his hands to the said beneficiaries, upon each
beneficiary,s attaining the age of eighteen (18) years.
D. Any and all payment or payments of any sum or sums,
whether in cash or in kind, and whether for principal or
inccm~, payable to said beneficiaries, shall be made upon the
sole receipt of the respective beneficiary to whom the payment
is made, and free from anticipation, alienation, assignment,
attachment and pledge, and free f¥c~-~ control by the creditors
of any such beneficiary. All shares of principal and income
herein given shall be free from anticipation, assignment,
pledge or obligation of any beneficiary, and shall not be
subject to any execution or attachment.
Ann Pitzer Rowe, Executrix of t_his, my Last Will and Testament. In the
event of the renunciation, death, resignation or inability to act for
any reason whatsoever of the said Bonita Ann Pitzer Rowe, I nominate,
constitute and appoint Bryan C. Rowe Executor of this, my Tagt Will and
Testament. I hereby relieve my Executrix or her successor from the
necessity of posting security in connection with their duties as such in
any jurisdiction in which they may be called upon to act, insofar as I
am able by law so to do.
IN ~ ~OF, I have hereunto set my hand and seal to this, my
ch bears my signature, this /~ day of ~.,/ , 1988.
Irma F. Pitz~r
Signed, sealed, published and declared by the above-named Testatrix,
Irma F. Pitzer, as and for her Last Will and Testament, in the presence of
us, who, at her request, in her sight and presence, and in the sight and
presence of each other, have hereunto subscribed our names as witnesses.
LANDIS, BLACK,
~lt~gi~ & SCHORPP
GARLISLE, PENNSYLVANIA 1701 ~
Page 2 of 2 Pages
O~ OF ~VAN/A )
: SS.
OOUNTY OF C~ )
I, ~ F. PITZER, Testatrix whose name is signed to the attacb~ or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Ta.~t Will; that
I signed it willingly; and that I signed it as my free and voluntary act for
Sworn or affirmed and acknowledged before me by IRMA F. PITZER, the
Testatrix, this /~-&~ dayof .~~j__ , 1988.
Testatrix F. PitZer
Notar~Public
a~r~T Carlisle, Cumberl~nci Co.,
My f0mmi~don [;o?s~ April ]6, ]990
~ OF PENNSYLVANIA )
: SS.
~ OF CUrlY. AND )
names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw
Testatrix sign and execute t/he instrument as her T a-~t Will; that IRMA F.
PITZER signed willingly and that she executed it as her free and voluntary
act for the purpose therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses; and that to the best of
our knowledge the Testatrix was at that time eighteen or more years of age,
of sound m/nd and under no constraint or undue influence.
zaff~mg~_and subscribed to before me by EE~ARD L. SC~ORPP
~-~-~ ~ , witnesses, this /~ day of ~
1988.
C^RklSL[, ?ENNSYI_VANIA 1701 ~
Notar~lic
£YNTH~A ~. ~00:~, N0~an! Public
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Irma F. Pitzer
Date of Death: October 7, 2004
File No. 21-04-0927
To the Register:
I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about October 18, 2004.
Ms. Bonita Ann Pitzer Rowe
150 D Street
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: October 18, 2004 Signature ~_.~,~
Name Edward L. Scho'rpp, Esquiff~
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
L[: ir'r/ 6[ lEO 170.
REV-1500
COMMON~A~T. Or.E.NSY~V^N,* : IN HERITANCE TAX RETURN !F"E HUM"ER
DEPARTMENT OF REVENUE
eE.T. 280~0, RESIDENT DECEDENT ! 2 1 o4 oo927
HARRISBURG. PA 17128-0601 I COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) ! SOCIAL SECURITY NUMBER
PITZER, IRMA F. 199-34-7695
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) "
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
10/07/2004 06/04/1913 REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME LAST, FIRST AND MIDDLE }NITIAL) SOCIAL SECURITY NUMBER
[] 1. Odginal Return [] 2. Supplemental Return [] 3. Remainder Return (date of death I~r;ior to 12-13-82)
[] 4. Limited Estate [] 4a. Future12.12.82)Interest Compromise (date of death after[] 5. Federal Estate Tax Return Required
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes
of Will) copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
iTH S sEC~fO~ MUST B~COM~ED::~/L:~eRRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Edward L. Schorpp, Esquire
FIRM NAME (If applicable)
Martson Deardorff Williams & Otto Ten East High Street
~ELEPHONE NUMBER Carlisle, PA 17013
717/243-3341
1. Real Estate (Schedule A) (1) Non~3
2. Stocks and Bonds (Schedule B) (2) Non~i: i ~'-
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) Non~ i :t:!~.
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) $, 932.06
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None
[] Separate Billing Requested ................ ::
7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None'
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8) 5,932.06
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 6,032.00
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10) (11 ) 6,032.00
12. Net Value of Estate (Line 8 minus Line 11) (12) insolvent
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2) -
16.Amount of Line 14 taxable at lineal rate x
(16)
17.Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .1 5 (18)
19. Tax Due (19)
20. []
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS 150 D Street
I STATE
PA 17013
ZIP
~IT~ Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.0 0
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.0 0
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENI (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (SB) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" iN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ............................................................................. [] []
b. retain the right to designate who shall use the property transferred or its income; ................................
c. retain a reversionary nterest; or ...................................
d. receive the promise for life of either payments, benefits or care? ........................................................... [] []
2. If death occurred after December 12, 198,2, did decedent transfer property within one year of death without
receiving adequate consideration? ................................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? ......... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary des gnat on? ....................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete Declaration
preparer other than the~pers_o.~_a.[ re_presenta!ive i~ based on a~ll_!r~f_ormation of whic_h p?_parer ha~ any knowle_d_g_e_.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Bonita P. Rowe i ~ 1
/, . ~/ .. ~u ,u ~rreet
/-)/,'/it: / /t , : ~/-~ii~(: Carlisle, PA 17013
SIGNATURE OF PERSON RESPONSIBLE i=_'J;~-Fh_iN~c-,,~E:r~JRN -~ODRC:SS ......... DATE
~NATURE OF PREPAREF~OTHER~THAN REPRES,[~NTPvTrVE A55R~S .......... DATE
Edward L. Schorpp, Esquire Ten East High Street
Carlisle, PA 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse ~s 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty~one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116
1.2) [72 P.S. §9116 (a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
CO"MO,~'EA'T, OF,ENNS~LVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PITZER, IRMA F.
21 - 04 - 00927
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION
DEATH
1 M&T Bank checking ac~°unt #2673069759 ' 5,735.98
2 Capital Blue Cross, refund of premium 196.08
TOTAL (Aisc enter on Line 5, Recapitulation) 5,932.06
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PITZER, IRMA F.
21 - 04 - 00927
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER ~ DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Hoffman-Roth Funeral Home, Carlisle PA 1,827.00
2 Brethern in Christ Chruch, Carlisle, PA, donation for minister and organist 200.00
3 Georges' Flowers, funeral flowers 30.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 400.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Bonita P. Rowe
Street Address 150 D Street
City Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Daughter
4. Probate Fees Cumberland County Register of Wills 65.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Register of Wills, filing fee, Inheritance tax retum, insolvent estate 10.00
TOTAL (Also enter on line 9, Recapitulation) 6,032.00
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent: IRMA F. PITZER
Date of Death: October 7, 2004
File No.' ~ ~\._...
Social Security No.: 199-34-7695
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No x
b. The separate Orphans' Court No. (if any)for the personal
representative's account is:
c. Did the personal representative state an account informally to the parties in
interest?
Yes No x
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans~Cou~rtandmay be attached to th is report.
~..: Dd~. Janua~A2, 2005 Signatu~~~~~
cZ~ c,.-~ :~i:: Name: Edward ~. ~cho~Es~ire
~_ ~ ..... Address: M~TSON DE~O~F WILLIES & O~O
~/:.:..~ ~ ~ ~ .... Ten East High S~eet
.......... _..- c Carlisle, PA 17013
~"-: ~.:~ ~:. ~ (717) 243-3341
[~5 ~.~)'~ ~ Counsel for personal representative
F XFIL~ATAFILE~ESTA~I 1129.1 step
BUREAU OF INDIVIDUAL TA~KO':D[U
INHERITANCE TAX DIVISION
PO BOX Z80601 '
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Oil :C;E Or: NOTICE OF INHERITANCE TAX
',' '~'R1lAISEtlENT, ALLOlIANCE OR DISALLOWANCE
, \. 'OF DEDUCTIONS AND ASSESStlENT OF TAX
2005 JMII 0 MI 9: h9
01-10-2005
PITZER
10-07-2004
21 04-0927
CUMBERLAND
101
A.mount Remitted
CLERK OF
ORPH\N'S COURT
EDWARD L SCH~8f'~~t!D (/\,
HARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
REV~15U EX AFP (l2-D~l
IRMA
F
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ilk-V" :iS4j-EX--KW-CoFoi)"-iliiYiCE--oF'-i:NHEifffAifcE-i'A'X-A-PpiiiifSEHEilT~--Ki:i.oWANCE-OR----.--------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PITZER IRMA F FILE NO. 21 04-0927 ACN 101 DATE 01-10-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reTlect figures that include the total oT ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rate (15)
16. A.aunt of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
T CR TS:
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
\19)= .00
AtIOUNT PAID
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)
". Hori:g8ges/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
8. Total Assets
ll)
(2)
(3)
(4)
IS)
(6)
(7)
.00
.00
.00
.00
5.932.06
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ad.. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule Xl
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Govern..ntal Baquests; Non-elected 9113 Trusts (Schedule J)
1". Net Value of Estate Subject to Tax
(9)
1l0)
6,032.00
.00
lllJ
(12)
(13)
(14)
+
INTEREST/PEN PAID (-)
DATE
NUIIBER
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insura proper
credit to your account}
sub.it the upper portion
of this for. with your
tax pay..ent.
5,932.06
6.n3;' no
99.94-
.00
99.94-
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYtlENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU tlAY BE DUE C I
A REFUND. SEE REVERSE SIDE OF TNIS FORti FOR INSTRUCTIONS.) ~