HomeMy WebLinkAbout02-0835
Estate o/William J. Ouinn
Also known as
PETITION FOR PROBATE and GRANT OF LETTERS
No.: ~J--o~-~JS
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
, Deceased.
Social Security No. 182-10-6861
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the exectrix named in the last Will of the above
decedent, dated 17 March 1?93 an~ coe~cil( s) dated ~.
~/j,f~ IJ~ ~ 7-/..a'9~
~ I \ 7~ ~state relem!:nt ci tances, e.g. renu~iation, death of executor, etc.)
_t.oA
Decedent was domici d at dea in Cumberland County, P~~ylvania, with hi.,! last family or principal
residence at 1305 King:slev Road. Camp Hill. PA 17011. ~~ 7f-;, ~
(list street, number and municipality) ~
Decedent, then 85 years of age, died September 5. 2002, at ManorCare. Allentown. P A.
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: N/A
Decedent at death owned property with estimated values as follows:
(If domiciled in P A) All personal property
(If not domiciled in P A) Personal property in Pennsylvania
(If not domiciled in P A) Personal property in County
Value of real estate in Pennsylvania
Situated as follows: 1305 King:slev Road. Camp Hill. PA 17011.
$ 3.000.00
$
$
$ 95.670.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last Will and codicil(s) presented
herewith and the grant of letters testamentary II 0
thereon. (",,,,,,,,,.,,; "'''''''",'00 ,.c.; -~~ ..
] '0 .-.. Marie "L Hocker
.-.. -;;j'~ 10 Arthur Road
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~ g 5 HiIlsboroul!h. NJ 08844
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF Cumberland
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1
The petitioner(s) above-named swear(s) or affrrm(s) that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief ofpetitioner(s) and that as personal representative(s) of
the above decedent petitioner( s) will well and truly administe the est~te acc in 0 law..,
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Sworn to or affrrmed and subscribed before
{
me this 17lth day of September { Marie
~~~ {
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Donna M. Otto.1st Depti Mer ~
/7-R~'lO
No. 21-2002-835
Estate of William J. Quinn, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, September .17,,2002, 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 17 March 1993.
Described therein be admitted to probate and filed of record as the last Will of William J. Ouinn; and
Letters Testamentary are hereby granted to Marie 'K Hocker
.
FEES
Probate, Letters, Etc. ..........$ 200.00
Short Certificates (~ ..........$ 15.00
Renunciation.. ... . .. .. .... .....$
x-Pages (2) $ ~.OO
JCP TOTAL $ 5.00
$ 226.00
Filed. .S.e.p. terob.ex.. .17..r. 2.0.0.2.
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Register of Wills " 'J&.
Donna M. otto, 1st DepIty , _~ .
James M. Bach 18727
ATTORNEY (Sup. Ct. I.D. No.)
352 S. Sporting Hill Road, Mechanicsburg, P A 17050
ADDRESS
717-737-2033
PHONE
1\ILED LEITERS 'IO ATroRNEY ON 9/17/02
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State VItal Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
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8387722
No.
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Local Registrar _
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Fee for this certificate, $2.00
Sf P--l 3 2002
Date
3 Rev, 2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
SEX
STATE m.E NUMBER
SOCIAL SECURITY NUMeeR
2. MALE
.. 182 - 10
6861
DATE OF DEATH \Mondl. 0&)'. 'l'8aI)
4. September 5, 2002
1711.
Did
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Cumberland _? 17..0 :...--===..
MOTHER'S NAME IF..51, Mld(Jle, MaicWlnSurnam.)
... Jennie O'Neill
INFORMANT'S MAILING ADORESS lSU.... CilyIliMn. _. ''''~)
10 Arthur Road, Hillsborough, NJ 08844
PlACE OF OlSPOSlTION . N_ 01 Comet..... CIOlNlOry LOCATION. CitylliMn. St.... Zip ~
Of 0IIl<< PIoc:o
Gate
21C".
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5 85
CQUNTV OF OEAI'H
BlRTtfPLACE (CIy aAd PLACE OF DEATH (Ct>eck 0f'It1 Ofoe -;ee .nstroct.of1s on Ofher s.ae.
StateOlfcrQ\lC}C\Ccuouy) HOSPITAl:
Philadelphia,PA ,_,....0
1, ...
FACIUTY NAMe (If not InsNUtlOf\. 91\18 street and number!
....
Lehigh
ManorCare
WAS DECEDENT EVER ".
u.s. ARMED FORCES?
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r_WyISec<l......
12 (().'ZI
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Pennsylvania
SURVIVING SPOUSE
(It _.. 91'18 maKi8n n.wne)
1305 Kingsley Road
". Camp Hill, PA 17011
FATHER'S NAME (First Middle. Last)
... Christopher Quinn
INFORMANT'S NAME (T 1","P,ioI)
_. Marie T. Hocker
METHOOOF DISPO~
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SIGNATURE OF FUN ENSEE OR PERSON ACTING AS SUCH
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DATE OF DISPOSITION
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o September 7, 2002
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PA 17055
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IliI8tIIIlng In dMf'l) LAST
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DATE Of INJURY
(Moo". OaY. _I
TIME ~ INJURY
INJURY AT WORK?
DESCRIBE HOW INJURY OCCURRED.
WAS AN AUlOPSY
. PERFOR"'ED?
WERE JoUlOf'SY FINDINGS
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COMPLETION OF CAUSE
OF DERH?
"'AHNER OF DEATH
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CEATtFlEA {Check only one.
.ceRTIFYING PHYSICIAN (Phys.c.an C8t'11Iyu1g cause at c;leaU1 'Irttlerl,.nother p/l'w'SlClao has pfonounceo ooalh ana comPleted nern 23)
To the...... ot tny knowtedOe, ...,. occUllWd diu. to u-. c:MlHi.) and matNler.. .ta'ed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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.PAONOUNCIHG AND CERTIFY.NO PHYSICIAN (Pt\Y5'C~(t bOItl pronOUflClI19 death and ceftlfylnQ to. cause of dealh)
To the best of my knowredg_, death occurred.t the tlm., d.~. .nd pI",., and due to U\ta cauu(.) and manne' ita stated., . . . . . . . . . . . . . . . . . . . . . . . .
'..EDlCAL EXAMINER/CORONER
On the baI.l. 0' examination and/or inv..tlgation, in mv opinion, d..th occ;u".d It the time, dlt.. and place. and due to the CIUse(., and
mann.,.. s.,ted.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .............,..................................................
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LAST WILL AND TESTAMENT OF WILLIAM J. QUINN
21-2002-835
I, William J. Quinn, of the Township of Lower Allen, County
of Cumberland, and state of Pennsylvania, being in good bodily
health and of sound and disposing mind and memory, and not acting
under duress, menace fraud, or undue influence of any person
whomsoever, merely calling to mind the frailty of human life,
and being desirous of disposing of my worldly goods while I
have the strength and capacity so to do, I do make, publish
and declare this my LAST WILL AND TESTAMENT. I hereby revoke,
cancel and annul all my former Wills and Testaments, including
codicils thereto, by me at any time made, and declare this alone
to be my LAST WILL AND TESTAMENT.
AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH
IN THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS, VIZ:
ITEM 1. I direct that my Executors hereinafter named pay
and discharge all of my just debts, funeral and testamentary
expenses.
ITEM 2. All the rest, residue and remainder of my entire
estate, wheresoever situate, and whatsoever it may consist of,
I give, devise, and bequeath, absolutely, and in fee, to my
dearly beloved wife, Mildred M. Quinn. In the event that my
dearly beloved wife dies with me in a simultaneous disaster,
or fails to survive my death by thirty days, then I give devise
and bequeath, my entire estate, wheresoever situate, whatsoever
it may consist of, to my dearly beloved children, share and
share alike, per stirpes.
...
0-t-Lf.,. ~-u-/
WILLIAM J.
1
ITEM 3. I nominate and appoint MILDRED M. QUINN as
Executrix of this my Last Will. Should the Executrix named
fail to qualify or cease to act as Executrix, then I appoint
MARIA HOCKER as Executrix in her stead.
ITEM 4. I direct that my personal representatives, as
well as their successors, shall not be required to give bond
for the faithful performance of their duties in any jurisdiction.
ITEM 5. I direct that all estate, succession, legacy,
inheritance or other transfer taxes, however designated that
shall become payable by reason of my death in respect of all
property comprising my gross estate for tax purposes, whether
or not such property passes under this Last Will, shall be paid
by my Executor out of my residuary estate.
ITEM 6. I grant to my personal representatives herein
named, in addition to, but not in limitation of those powers
vested by law, to be exercised without prior application to
or approval of any court, the power and authority to retain
indefinitely any property, to invest and reinvest any assets
or the proceeds derived from the sale of assets, although said
investments may not be of the character prescribed by law, to
sell, convey, assign, transfer and encumber any property, to
pay, settle or compromise all claims, to make distribution or
divisions in cash or in kind, and in general to exercise all
powers in the management of any property hereunder which any
individual could exercise in the management of similar property
owned in his own right, and to execute and deliver any and all
instruments and to do all acts which may be deemed necessary
and proper.
,
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WIL lAM J. QU
_______________________________END______________________-------
2
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, WILLIAM J. QUINN ,TESTATOR, whose name is
signed to the attached or foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my LAST WILL: that I
signed it willingly: and that I signed it as my free and
voluntary act for the purpose therein expressed.
Sworn or affirmed to and acknowledged before me,
by WILLIAM J. QUINN
, the TESTATOR, this 17th day
of March
, 19JL3.
"
~lI!n _I~~ NOTARIAL SEAL
. ~ORNEY JAMES M. BACH. N,tary Public
"~f Cumberland County
. Commission Ellpires May 13, 1995
I#~,... ~ ~
~TARY PUBLIC
Mechanlcsburg, PA
My Commission Expires: 05/13/95
The preceding instrument consisting of this and two (2)
other typewritten pages, identified by the signature of the
TESTATOR, was on the date thereof signed, published and
declared by WILLIAM J. QUINN , the TESTATOR therein named
as and for his LAST WILL AND TESTAMENT.
~~~jJ.u
~ GLA S B. SPRAMELLI
Residing at 352 S. Sporting Hill Road
Mechanicsburg, PA 17055
Residing at 352 S. Sporting Hill Road
Mechanicsburg, PA 17055
A F F I D A V I T
COUNTY OF CUMBERLAND
}
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}
ss
COMMONWEALTH OF PENNSYLVANIA
We GLADYS B. SPRAMELLI and DANA L.MIDDLEKAUFF , the
witnesses whose 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 TESTATOR sign and execute the
instrument as his LAST WILL: that he signed willingly and that he
executed it as his free and voluntary act for the purpose therein
expressed: that each of us in the hearing and sight of the TESTATOR
signed the WILL as witnesses: and that to the best of our knowledge
the TESTATOR was at the time 18 or more years of age, of sound mind
and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by
GLADYS B. SPRAMELLI and DANA L. MIDDLEKAUFF, witnesses, this
17th day of March
, 1993.
..
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1"-;tA4,- ~
~ARY PUBLIC
echanlcsburg, PA
My Commission Expires:
05/13/95
" _AAMES"t{ BACti'
ATTORNE:V AT LAY/,
!~I $, SPO,RTiNG HILL fHl
Met"ANlCS8URG. fA t105z~
~" NOTARIAL SEAL
3 'AllORNEY JAMES M. BACH, N:'~afY Public
.' Cumberland CCP!:tj
" My Commission Expires Me}' 13. 1995
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CERTIFICATION OF NOTICE UNDER RULE 5,6(a)
Name of Decedent: William J. Ouinn
Date of Death: Seotember 5. 2002
Will No.: 11- ()OfI~ Admin. No.:
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on Seotember 19.2002:
Name
Address
Marie T. Hocker
10 Arthur Road, HiIlsborough, NJ 08844
Mildred A. Gugger
523 Colonial Road, East Greenville, PA 16125
Kathleen M. August
88 Avondale Road, Manchester, CT 06040
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
(None).
Date: September 19.2002
~",~
Signature
Name: James M. Bach. Attorney-at-Law
Address: 352 S. Sporting Hill Road
Mechanicsburg. P A 17050
Telephone: 717-737-2033
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Capacity: 0 Personal Representative
r8J Counsel for Personal Representative
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JAMES M. BACH
Attorney At Law
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352 S. Sporting Hill Rd., Mechanicsburg, PA 17050, Tel: (717) 737-2033
July 16, 2003
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Register Of Wills
Cumberland County Court House
One Court House Square
Carlisle, P A 17013
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RE:
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Estate of William J. ~uinn CI
SSN: 182-10-6861 -" ~
Dear Register of Wills:
Enclosed herewith please fmd a check in the amount of $15.00 which represents filing fees;
and a check in the amount of $3,639.90, which represents full payment of Pennsylvania
Inheritance Tax.
You will also find an original inheritance tax return and one copy.
Kindly process these in your normal fashion, and return to me an official receipt.
Respectfully,
~M'::
:Attorney-at-Law
JMB / thl
Enclosure: Check No. 125 - $15.00
Check No. 126 - $3,639.90
Inheritance Tax Return (Original and One)
CC: Marie T. Hocker
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
BACH JAMES M ESQUIRE
352 S SPORTING HILL ROAD
MECHANICSBURG, PA 17050
n____n fold
ESTATE INFORMATION: SSN: 182-10-6861
FILE NUMBER: 2102-0835
DECEDENT NAME: QUINN WILLIAM J
DATE OF PAYMENT: 07/17/2003
POSTMARK DATE: 07/16/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 09/05/2002
NO. CD 002813
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,639.90
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TOTAL AMOUNT PAID:
$3,639.90
REMARKS: MARIE T HOCKER C/O
JAMES M BACH ESQUIRE
CHECK#126
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REV-1JOO EX 16-00 I>
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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REV-1500
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DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Quinn, william J.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
09-05-2002 01-04-1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[X] 1. Original Return
D 4. limited Estate
D 6. Decedent Died Testate {Attach copy of Will)
D 9. litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise {date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy o/Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
CJFF1C!AL USE OhJ:L''Y
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FILE NUMBER
J.L--D-~
COUNTY CODE YEAR
fltLX-E....5.
NUMBER
SOCIAL SECURITY NUMBER
182
10
- 6861
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (dateo/death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME
James M. Bach
FIRM NAME (I/Applicable)
Attorne at Law
TELEPHONE NUMBER
717-737-2033
COMPLETE MAILING ADDRESS
352 S. Sporting
Mechanicsburg,
(1) 101,558.19
(2) -0-
(3) 0
(4) -0-
(5) 3,298.23
(6) -0-
(7)
(8)
(9) 23,909.77
(10) -0-
13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
Hi 11 Road
PA 17050
OFFiciAL usi"ofJ IY
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(11)
(12)
(13)
23,909.77
80,886.65
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1. Real Estate (Schedule A)
2. Slacks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
Z (Schedule E)
0 6. Jointly Owned Property (Schedule F)
!cc D Separate Billing Requested
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::::l 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
!::: (Schedule G or L)
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<C 8. Total Gross Assets (total Lines 1-7)
U 9. Funeral Expenses & Administrative Costs (Schedule H)
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10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under See, 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17, Amount of Line 14 taxable at sibling rate
18, Amount of Line 14 taxable at collateral rate
19. Tax Due
80,886.65
'.0_ (15)
, .04.5%(16)
, 12 (17)
'.15 (18)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(14)
80,886.65
20.0
-0-
3,639.90
-0-
-0-
(19)
3,639.90
Decedent's Complete Address:
STREET ADDRESS 1305 Kingsley Street
CITY Camp Hill I STATE I ZIP
PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
3,639.90
Total Credits (A + 8 + C) (2)
-0-
3. tnteresUPenatty if applicable
D. Interest
E. Penalty
TotallnteresUPenally ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a relund (4)
-0-
-0-
3,639.90
-0-
5. II Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE.
(5A)
(58)
3,639.90
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 01 the property transferred; ....................................... .......... D KJ
b. retain the right to designate who shall use the property transferred or its income; ............................... .... D I[]
c. retain a reversionary interest; or ........................ ................................ ......................... D IX]
d. receive the promise for life of either payments, benefits or care? ....................... 0 []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................ .................................................................................... D IX]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. D IX]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........... ................................................................. ................... ...................... D KJ
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 I 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 of preparer other than the personal representative is based on all informationofwhi preparerhas any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
James M. Bach
ADDRESS
352 S. S ortin Hill Road
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Marie T. Hocker
ADDRESS
10 Arthur Road,
#/
DATE
~-~>
PA 17050
DATE
'7-/1-03
Hillsborough, NJ 08844
11lIllI__IW 1IIIIIIIIIUIL. II _.lW _.1111
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 PS. 99116 (a) (1.1) (ill.
"_ III
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 is 0% [72 P.S. 99116 (a) (1.1) (iill.
The statute does not exemot 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. 99116(a)(1.211.
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. 99116(1.2) [72 P.S. 99116(a)(111.
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. 99116(a)(1.3)]. A sibling is deftned, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV,!502 EX+ 16'9.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Quinn, William J. 21-02-0835
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
1305 Kingsley Street, Camp Hill, PA 17011
VALUE AT DATE
OF DEATH
$101,558.19
This property was sold on or about
December 13, 2002 for $101,000.00. See
settlement statement attached hereto.
TOTAL (Also enter on line 1, Recapitulation) $ 1 0 1 , 558 . 1 9
(If more space is needed, insert additional sheets of the same size)
j
A. SETTLEMENT STATEMENT
u.s. I>EPARTMENT OF \lOUSING ANI> (JlWAN I>EYELOPMENT
.-lLJU-J
OMB No. 2502-0265
B. Type of Loan.
L FHA = FmHA gConv Unins. 6. File number. 7. Loan number. 18. Mortgage Insurance case No.
r- VA X Cony Ins. I I Cash 02-100 2177152 0232316010
C. Note: This form is furnished to give you a statement of actual settlement cost. Amounts paid to and by the settlement agent are shown. Items marked "(poc)"
were paid outside the closing; they are shoWTl here for information purpuses and arc not included in lotals.
D. Borrower Luke Smalley, .,... Tara Smalley
name/address. 19 Wild Rose Lane 19 Wild Rose Lane
001 54 1265 Mechanicsburg, PA 17050 004 80 8722 Mechanicsburg, PA 17050
E. Seller Willaim J. Quinn, Estate
name/address. 10 Arthur Road
81 6105 635 Camp Hi11,PA 17011
F. Lender namc/adr Citizen I s Mortgage Corp
10 Tril'Ps Lane
Riverside, RI 02915
H. Settlement Agent Bratic & portko
enone NO. 1101 South U. S. Route 15
IDi11sburg, PA 17019
J. SUMMARY OF BORROWER'S TRANSACTION
100 . GROSS AMOUNT I>UE FROM BORROWER
G. Property Location 1305 Kingsley Street, C~ Hill,
Zip Code 17011
I. Settlement Dale 12/13/2002
Place of Seulement ReMax Real ty
Camp Hill, PA 17011
K. SUMMARY OF SELLER'S TRANSACTION
400 .GROSS AMOllNT I>lIE TO SELI_ER
,
, ,
101,000.00
1. 0 1 . Contract sales price
1. 0 2 . Personal property
1Q~". Settlement charges to borrower (1111400)
104.
105.
Adiustments for items oaid bv seller in advance
106.crrT" 12/1JaJll!2 To, 12/3.1aJl~_
107 . Coo"" T" lZLU12002 To lZLJl1200L-
1. 0 8 . Assessment To
~~~-_.~. ...---
109.Schoo1 Tax 12/13/02 To 06/30/03
110.Sewer 12/13 - 12/31/02
111.Trash 12/13 - 12/31/02
112.
, _!Q1,OOQ. q~
4,486.8
8.2,;1
9.65
~ 91 ~5'(lnlrac~E.~~ ~~~____
402 . Personal property
403.
404.
405.
Adjustments for items naid bVseller in advance
406.CrrT" 1211JLW02 To 12lJ1L1l1ll~
407.Cm,".,T" 12/1312002 To 12/311200L-
408.Assessment To
409. School Tax 12/13iO:lTO 06/30i03
410. Sewer 12/13 - 12/31/02
411. Trash 12/13 - 12/31/02
412.
8.2
9.6,S
526.82
4.80
8.70
526.82
4.80
8.70
120 .GROSS AMOlINT I>lIE FROM BORROWER
200 .AMOllNT PAm BY OR IN BE\lALFOF BORROWER
..201. . Deposit or camest money ___ _ __. 1, 000 . 00
202 . Principal amounlofnew loan -9-5~-ooO:-cfQ
203 . Ellisting 1031\(5) taken subject to
204.
20S.Citizens Grant
206.
207.
208.
- ---------
209.
Adjustments for items llnnaid bv seller in advance
:'LLU .CrrTax To
106,045.0' 420 .GROSS AMOllNT I>UE TOSELI.ER
500 .REI>l!CTION IN AMOUNT I>lIE TO SELLER
101,558.19
3,030.00
501. . Excess deposit
SO 2 . Settlement charges 10 seller ih~-i4ooi ._n
_ 50~ . Exisling ]oan(s) taken s~~. 10
504 .Payoffof 1st mortgage loan
505 . Payoff of 2nd mortgage loan
506 . Deposit or eamesl money
8,5.21.03
T
507.
508.
509.
Adiustments for items unnaid bv seller in advance
I 510 .err Tal( To
I
L SETTLEMENT CHARGES
I.
{'""'7W. TOTAL SALESIRROKER'S COMMISSION based on price 101,000.00 7.000 - 7,070.00
nivisioll ofcomrnissioll (line 700) as follows: PAID FROM PAID FROM
__ZP_!:._~_~_~2~_Q.!..Q.Q.~~Max _:Bea~_!::Y.- A~~Q~~._______~ UORROWI<:R'S S":U.ER'S
...__~ ._n_ .___~___. ,...__._ ------ -FUNDS AT-- -------
702. 3,510.00 To ReMax Realty Prof. FUNDS AT
SETILEMENT SETTLEMENT
_~.Q_~.~~ositof ____1-_LQQQ~Q_Q,_~I~~~~~~ Re~_!!y__~!,~,~=_~______._____ _._-_._~---- _._------~ ~_._-,_..._---
704 . Commission paid al settlement . 7,070.00
800 . ITEMS PAYAIILEIN CONNECTION WITH I.(lAN
__~~~;~_-.!.-..oan orig!~li~'1l1 Fc~______ -----~--- ..._---.-------- - ----- - - ---_.'------ u ~,_.- -----~.- -- -
802 . loan discount _~___ ___._______ _ u_~_!L.QJl_"'~ --_.~ -
---.-------
.--.!o 3 . ApP!3isallCc Nat. RE Inf9...J3v~~2 9 QPO~__~__
80.4 . Credit report ___~g..!i'~!.t:_~!!]:~Q.~~15...!'QQ____.___~__ --~----
80S . Lender's inspection fee .._--_.~-~_...__...._--~--
806 0 Mortgage ins. appl. fee
807 . ^~~mption~~e . --...-'.-- - - ~--- U..__ . -- - -------" --..... -~_._- -- .---.-..---.-
~~ot\pplil:ationll:e Citizenfs Mortgage 325.00
809 . Underwriting fee Citizen's Mortgage 300.00
810. Tax Service fee 1st American Tax Sve 12.00
811 0 Flood Cert fee 1st Amero Flood Data Sve 16.00
-
812.
813.
814.
900 . ITEMS REQUIRED BY LENDER TO liE PAIIlIN ADYANCE
901. Interest from 12LlJL2.ll02 To OlLllILzOO3 0J 13.664384 per/day __1~!.62
~-
902 0 Mortgage insurance Months to;
903 0 Hazard insul1lnce Months to: 1 Year $198 poe
904. Months to;
905. Months to:
1000. RESERYES DEPOSITED WITH I.ENDER
~.Q.01o Mortgagc Insura~~~_ 2.00 Months:@ 71. 25 pcr/Mollth --~-- 142.50
1002 . Hazard insurance 2.00 ~Olllhs:(t!l 16o_?Q.--E:r/Month -- 33. Q.Q
1003 . City property tax 13.00 MOllths:@ 13 ~~.pcrfMonlh 173.29
_10040 Co. property tal[ 13.00 Months:@ 17.13 per/Month 222.69
10050 Annual assessments Months:@ per/Month
10060 School Tax 8.00 Monlhs:@ 80.52 pcr/Mollth 644.16
1007. Months:@ perfMonth
1008. Months:@ per/Month
1009.
1010 0 A2JUe2ate Escrow Adiustment -251.19
1100. TITLE CHARGES
.1-_101 0 Settlement or c1os!ng fee Bratic & Portko , 35.00
.---
1102 0 Abstract or title search
1103 0 Title examination
1104 0 Title insurance binder -----
1105. Document preparation -.
1106. NOlaryfees ---~---_._---_._--_._._-- -~------- - - -.::;;;;
Cash 14.00
1107. Attorney's fees - - -- - -
(includes above items;
~ ~ -- -... - d - ----...,-
REV.1508 EX: (1-97)
'*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Quinn, William J.
FILE NUMBER
21-02-0835
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Checking account and/or cash on hand at date of
death.
VALUE AT DATE
OF DEATH
$3,238.23
TOTAL (Also enter on line 5, Recapitulation) $3, 238.23
(if more space is needed, insert additional sheets of the same size)
REV~1511 EX+ (12-99) .
~j-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
QUinn, William J.
FILE NUMBER
21-02-0835
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Gate of Heaven Cemetery (Grave Flowers) 24.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) Marie T. Hocker 5,239.82
Social Security Number(s)/EIN Number of Personal Representative(sl
Street Address 10 Arthur Road
City Hillsborouqh State ~ Zip 08844
Year{s) Commission Paid: 2003
2. Attorney Fees - James M. Bach, Attorney at Law 6,287.79
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees 226.00
- Cost to file tax return 15.00
5. Accountant's. Fees
6. Tax Return Preparer's Fees
7. See Sheet Attached. 12,116.66
TOTAL (Also enter on line 9, Recapitulation) $23,909.77
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H
FUNERAL EXPENSES & ADMINISTRATIVE COSTS
Estate of
Quinn, William J.
File Number
21.02.0835
PP & L Electric Utilities
Patriot News Legal Ad
Greg Fuller (Carpet @ 1305 Kingsley Road)
Mildred Gugger (Bathroom Fixtures for 1305 Kingsley Street)
William Gugger (Services Rendered at 1305 Kingsley Street)
Susquehanna Internal Medicine
Lehigh Valley Physicians Group
Pennsylvania American Water Company
UGI Utilities
Radiology & MRI of Bethlehem
Lehigh Valley Cardio Diagnostics
Holy Spirit Hospital
Waste Management (Dumpster)
Silver Spring Ambulance
$95.75
$108.43
$1,400.00
$72.32
$300.00
$24.51
$28.02
$44.09
$155.13
$1.75
$1.74
$88.12
$647.27
$622.50
Settlement Charges for Sale of 1305 Kingsley Street, Camp Hill, PA 17011:
Commission Paid at Settlement
Settlement Fee
Realty Transfer Tax
Electric Repair
Processing Fee
Deed Preparation Fee
Total
$7,070.00
$35.00
$1,010.00
$62.03
$250.00
$100.00
$12,116.66
. REV-\'313 EX+ 19-00*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Quinn, William Jo
FILE NUMBER
21-02-0835
1.
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusteels)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Marie.To Hocker Daughter
10 Arthur Road
Hi11sborough, NJ 08844
AMOUNT OR SHARE
OF ESTATE
NUMBER
I
1/3
2.
Mildred A. Gugger
523 Colonial Road
East Greenvi11e, PA 16125
Daughter
1/3
30
Kathleen M. August
88 Avondale Road
Manchester, CT 06040
Daughter
1/3
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH lB, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
,.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
I~-RJ'-/O
'\; BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP \11-05)
JAMES M BACH ATTY
352 S SPORTING HILL RD
MECHANICS BURG PA li050
'03
SCP - 2 /~11 :(;9
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
08-25-2003
QUINN
09-05-2002
21 02-0835
CUMBERLAND
101
Allount Rellitted
WILLIAM
J
f'~ Ii
','I '.
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=i54-.rix-AFP-coT=o3Y-NOYiCi--oF-YNHiifiTANCi-YAx-A'PPRAISiMENT~--ALi-oWANCi-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF QUINN WILLIAM J FILE NO. 21 02-0835 ACN 101 DATE 08-25-2003
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. Mortgeges/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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
101.558.19
.00
.00
.00
3.238.23
.00
.00
(8)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forll with your
tax paYllent.
104,796.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
23,909.71
.00
(11)
(12)
(13)
(14)
23.909 17
80,886.65
.00
80,886.65
(Schedule J)
I~ an assessmen~ was issued previoUSly, lines 14, IS and/or 16, 17, 18 and 19 will
r~lect ~igures ~ha~ include ~he ~o~al o~ ~ re~urns assessed ~o da~e.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
AX CIS:
NOTE:
.00 X
80,886.65 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
3,639.90
.00
.00
3,639.90
DATE
07-16-2003
NUMBER
CD002813
+
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
3,639.90
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-17-2003 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,639.90
.00
20.45
20.45
. 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 FORM FOR INSTRUCTIONS.)
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
BACH JAMES M ESQUIRE
352 S SPORTING HILL ROAD
MECHANICSBURG, PA 17055
4_______ fold
ESTATE INFORMATION: SSN: 182-10-6861
FILE NUMBER: 2102-0835
DECEDENT NAME: QUINN WILLIAM J
DATE OF PAYMENT: 09/17/2003
POSTMARK DATE: 09/16/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 09/05/2002
NO. CD 003021
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $20.45
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$20.45
REMARKS: MARIE T HOCKER
C/O JAMES M BACH ESQUIRE
CHECK# 203
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
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()~t-
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
William J. Quinn
Date of Death:
September 5. 2002
Will No.: 2002-00835
Admin. No.: 21-02-0835
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:
IZl Yes 0 No
2. If the answer is to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
DYes IZl No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A (Not Applicable in
Dauphin County)
c. Did the personal representative state an account informally to the parties
in interest? C8:I Yes 0 No
c. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: S~tember 19. 2003
James M. Bach. Attorney-at-Law
Name (Please type or print)
352 S. Sporting Hill Road. Mechanicsbur~. P A 17050
Address
\.0
:-~
717-737-2033
Phone No.
Capacity:
Personal Representative
N
N
--X- Counsel for Personal Representative
0"'1'-'
(:.;
-'
~ /" ....
.....~ ~......
/7-cP?- /0
I/'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
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IEV-1607 EX AFP lUl-05)
JAMES M BACH ATTY
352 S SPORTING HILL RD
MECHANICSBURG PA 1V~50
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-29-2003
QUINN
09-05-2002
21 02-0835
CUMBERLAND
101
WILLIAM
J
Amount R_itted
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii"Ei=i6'ifi-EX--AFP-('OY:oiY------...-iNHiiiiTANC'E--fAX-ST'AYEMEtif-cfF-ACCOUN"y--.i.------------------ ---
ESTATE OF QUINN WILLIAM J FILE NO.21 02-0835 ACN 101 DATE 09-29-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY 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: 08-25-2003
P R I NC I PAL TAX DUE: ...n...nn.....nm".n..n."""'..."'._nn....n...n...m....n...m......................"...".."'''m''_..''.''..n...n..''....".........".............."'......"_.n........."'mn..."'''.
.
3,639.90
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-16-2003 CD002813 .00 3,639.90
09-16-2003 CD003021 20.45- 20.45
TOTAL TAX CREDIT 3,639.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
If
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CRl,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l