HomeMy WebLinkAbout01-0205
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL)
LUCIA LUCILE A
DATE OF DEATH (MM-DD.YEAR)
12/03/2000
DATE OF BIRTH (MM.DD.YEAR)
11/24/1915
ilF APPLICABLE) SURVIVING SPOUSEB NAME (LAST. FIRST, AND MIDDLE INITIAL)
[:J 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate iAttach copy cfWIII)
o 9. Litigation Proceeds Received
D 2. Supplemental Return
o 4a. Future Interest Compromise (date afdeath after 12-12-B2)
o 7. Decedent Maintained a living Trust (Attach copy afTrust)
o 10. Spousal Poverty Credit (date ofdeatll blltween 12-31-91 and 1-1-95)
OFFICIAL USE ONLY C
FILE NUMBER
.1.... ...L - Q... L .Q...Q...2.....Q..2
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
186 4
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date af death prior 10 12_13-821
o 5. Federal Estate Tax Return Required
Jl 8. Tolal Number of Safe Deposll Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0\
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LUANNE JOY HUNTER
FIRM NAME (If Applicablel
10 HILLSIDE LANE
ETTERS PA 17319
TELEPHONE NUMBER
717/938-6816
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
O.
105,413.
O.
O.
63,483.
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes ReceIvable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. JOIntly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8. Total Gross Assets (tota/lines 1-7)
(6)
(7)
(B)
7,033.
675.
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent Mortgage Liabilities, & liens (Schedule I)
1'l. Total Deductions (total lines 9 & 10)
(9)
(10)
12. Net Value of Estate (line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an ejection to tax has not been
made {Schedule J)
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 O.
rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15)
16. Amount of line 14 taxable at lineal rate 161,188. ,0 45 (16)
17. Amount of Line 14 taxable at sibling rate O. x .12 (17)
18. Amount of line 14 taxable at collateral rate O. x .15 (18)
19. Tax Due (19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE Sll~E TO ANS'M:R J>,Lla
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OFFICIAL USE ONLY
O.
O.
168,896.
(11)
(12)
(13)
7,708.
161,188.
O.
(14)
161,188.
O.
7,253.
O.
O.
7,253.
becedent's Complete Address:
STREET ADDRESS 1100 GRANDON WAY
CITY
I STATE
PA
17055
HECHANICSBURG
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
7.353.
(3) O.
(4) O.
(5) 113.
(5A) O.
(58) 111
O.
6.800.
340.
Total Credits ( A + 8 + C ) (2)
3. InteresUPenaity if applicable
D. Interest
E. Penalty
o.
O.
TotallnteresUPenalty ( D + E )
4. If Line 2 is grealer than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
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 the TAX DUE.
A. Enter the interest on the tax due.
I ZIP
7.140.
8. Enter the totai of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
_"'~'.'~_o '<;;'?'__"':~l~~Tj~~'::....:h"u":.,,..!,~?" ~'>~ " . c.,
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... D
b. retain the nght to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or........ ...................... ........ ....................... ........... ....... ........................ ................... 0
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? .. ......... ... ........ ..... ......... ......... ...... .............................. ...... ....................... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................... ...... ..... ... ........... ......................................................... ................... 0
No
o
[Xl
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[i]
[Xl
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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 pe~ury, I declare that I have examined lt1is retum, including accompanying schedules and statements, and to the best 01 my knowledge and belief, it is true, correct
and complete.
Declaration of pre parer other than the pe~onal representative is based on all information of which pre parer has any knowledge.
SIGNATURE OF PERSON RESPONSI8L,.E ,OR FILING RETURN
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ADDRESS I
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SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
'2-'1-3-0\
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DATE
ADDRESS
J...(
For dates of death on or after Jury 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. 39116 (a) (1.1) (i)].
For dales 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. 39116 (a) (1.1) (ii)J
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 slill 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 10 or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 39116(a)(I.2)].
The tax rale imposed on Ihe net value at transfers to or forthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 39116(1.2) [72 P.S. 39116(a)(I)J.
The tax rate imposed on the net value of lransfers 10 or for the use of the decedent's siblings is 12% [72 P.S. !l9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1SOJEX.p.9n
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
LUCILE A LUCIA
21 01 00205
All property jointfy-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
VANGUARD GNMA FUND
10,400.94 shares
NAV 12/1/00 10.13
NAV 12/4/00 10.14
105,413.
TOTAL (Also enteron line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
105,413.
THMmguard::Rour.
PAUL LAUTENSCHLAGER
ATfY-IN-fACT
LUCILE A LUCIA
Trade date
1/21
1/31
2/23
2/29
3/01
3/23
3/31
4/20
4/30
5/01
5/23
5/31
6/30
7/31
8/31
9/29
10/31
11/30
12/29
Transaction
Balance on 12/31/1999
Systematic withdrawal
Income dividend
Systematic withdrawal
Income dividend
Checkwriting 1001
Systematic withdrawal
Income dividend
Systematic withdrawal
Income dividend
Check purchase
Systematic withdrawal
Income dividend cash
Income dividend ACH
")COI'I~ dividend ACH
Income dividend ACH
Income dividend ACH
Income dividend ACH
Income dividend ACH
Income dividend ACH
Balance on 12/31/2000
Income dividends
Purchases year-fo-date
Redemptions year-to-date
December 31,2000, year-to-date
Vanguard GNMA Fund
(800) 662-2739
Fund number:
Account number:
Starement number:
005749
- Client Services
36
9937331267
012757034
2 4
Page 4 of 6
111111/ 111111111111111111111111111111111111111111111 11111111111111111111111
4- 6
B71 107C M3 1 X
REV.I508EX. (1.s7)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DEe DENT
ESTATE OF
FILE NUMBER
LUCILE A LUCIA
21 01 00205
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
VALUE AT DATE
OF DEATH
CHECKING ACCOUNT
# 360227200
STANDARD BANK
2400 W 95TH STREET
EVERGREEN PARK IL 60805
1,958.
2.
VANGUARD MONEY MARKET FUND
# 9937331267
61,425.
3.
MISCELLANEOUS PERSONAL PROPERTY
100.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
63,483.
THEVanguardJROUP.
PAUL LAUTENSCHLAGER
AnY-IN-FACT
LUCILE A LUCIA
Trade date
5/17
5/31
6/30
7/31
8/31
9/18
9/29
10/11
10/31
11/09
11/30
12/29
Transaction
Balance on 12/31/1999
Exchange from Wellington
Income dividend cash
Income dividend ACH
Income dividend ACH
Income dividend ACH
Checkwriting 1003
Income dividend ACH
Checkwriting 1004
Income dividend ACH
Checkwriting 1005
Income dividend ACH
Income dividend ACH
Balance on 12/31/2000
December 31, 2000, year-to-date
Page 3 of 6
Vanguard Prime Money Market Fund
- Client Services
30
9937331267
012757034
(800) 662-2739
Fund number:
Account number:
Statement number:
ACCOUNT VAL.UE On 12131/1999 On 12131/2000
$0.00 $ 61,424.81
Dollar amount Share Q.fjce Shares transacted Total shares owned
$1.00 .000
$ 67,047.81 1.00 67,047.810 67,047.810
159.45 67,047.810
348.65 67,047.810
363.00 67,047.810
362.06 67,047.810
-3,229.00 1.00 -3,229.000 63,818.810
342.17 63,818.810
-1,894.00 1.00 -1,894.000 61,924.810
336.89 61,924.810
-500.00 1.00 -500.000 61,424.810
320.80 61,424.810
330.33 61,424.810
$ 1.00 61,424,810
$ 2,563.35 Annualized Compound Distribution
yield annual yield payable date
$ 67,047.81 October 6.34% 6.53% 11/01/2000
5,623.00 November 6.34 6.53 12/01/2000
December 6.33 6.52 1/02/2001
Income dividends
Purchases year-la-date
Redemptions year-to-dale
2 4
3- 6
871 t07C M3 1 X
005748
11111111111/111111111'11111 "'" 111111111111I111111111111 111111111111111111
REV-1511 EX... \12.99)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
LUCILE A LUCIA
21 01 00205
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1.
SCHEDULE ATTACHED 7,033.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City Slale _ lip O.
Year(s) Commission Paid:
2. Attorney Fees O.
3. Family Exemption: (II decedent's address is not the same as claimant's, attach explanation) O.
Claimant
Street Address
City State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees O.
5. Accountant's Fees O.
6. Tax Return Preparer's Fees O.
7.
TOTAL (Also enter on line g, Recapitulation) $ 7,033.
Debts of decedent must be reported on Scl1edule I.
(If more space is needed, insert additional sheets of the same size)
PA REV-1500
ESTATE OF LUCILE A LUCIA
SCHEDULE H
ITEM A
PAYEE
Dulles Airport
Staples
Northside Mobile
Blooms by Vickrey
Publix
Race Trac
Evans Sunoco
Walmart
MBE
Eckerd Drugs
Eckerd Drugs
Family Dollar Store
Family Dollar Store
Family Dollar Store
MBE
MBE
MBE
Port Charlotte Motel
Port Charlotte Motel
Publix
Joy Hunter
MBE
USAir
Budget Rent A Car
Flower Gallery
David Hunter
Cremation Society of PA
Publix
Publix
MBE
Blooms by Vickrey
Kostas
Eckerd Drugs
Paul Lautenschlager
Harrisburg Wholesale
EXPLANATION
Parking for travel for funeral
Supplies for graveside service
Travel for memorial service
Flowers
Flowers
Travel for memorial service
Travel for memorial service
Carryon bag for ashes
Copy will
Pictures for memorial service
Pictures for memorial service
Binder for estate file
Estate supplies
Estate supplies
Copies for accountant
Fax
Copies
Lodging for memorial service
Lodging for memorial service
Memorial service food
Reimburse for funeral expenses
Fax
Travel for memorial service
Travel in Florida for memorial service
Funeral flowers
Reimburse for travel to funeral
Cremation
Food for memorial service
Food for memorial service
Copies
Flowers
Memorial dinner
Copies Photos
Reimburse for travel and honorarium
Flowers
AMOUNT
44.00
5.28
20.00
10.60
119.22
18.75
13.22
16.98
1.19
1.27
12.38
1.59
3.18
1.06
0.85
5.00
0.51
154.00
616.00
48.03
142.79
3.21
399.00
199.00
200.00
2,401.87
435.00
27.12
20.04
2.01
145.72
421
62,48
1,425.00
55,45
7,032.80
'EV.'~"".".n".
COMMONwEALTH OF PENNSYLVANIA
INHERITANCE TAX RETtJRN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
LUCILE A LUCIA
FILE NUMBER
21-01-0205
Include unreimbursed medical expens...
ITEM
NUMBER
DESCRIPTION
AMOUNT
174
107
59
8
49
5
159
100
14
1.
2.
3.
4.
5.
6.
7.
8.
9.
Brockie Pharmacy
Beacon Medical Group
Outlook Pointe
Verizon
Universal Card
Verizon
United States Treasury Balance on 2000 taxes
R.H. Daemicke & Asso 2000 income tax preparation
Beacon Medical Group
TOTAL (Also enteron line 10. Recapitulation) $
(If more space IS needed, Insert additional sheels of the same size)
675
REV.1513EX.ll.gn
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SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
LUCILE A LUCIA
FILE NUMBER
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
21 01 00205
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
1. LUANNE JOY HUNTER
10 HILLSIDE LANE
ETTERS PA 17319
DAUGHTER 50%
2. PAUL LAUTENSCHLAGER
7400 TUDOR ROAD
COLORADO SPRINGS CO 80919
SON 50%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
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)
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LAST WILL AND TESTAMENT
OF
LUCILE ADLINE LUCIA
I, LUCILE ADLINE LUCIA, permanently residing at 179
Palm Harbor Drive, Venice, Sarasota County, Florida, being
of sound and disposing mind, memory and understanding and
not under the restraint or undue influence of any person, do
hereby make, publish and declare this my Last Will and
Testament, hereby expressly revoking all other Wills and
Codicils by me heretofore made.
1. I hereby direct that all my debts incurred during
my lifetime, as well as all expenses incident to my death
and to the administration of my estate, be paid by my per-
sonal representative herein named as soon as practicable
after my death, out of the first monies available therefor.
2. I hereby give, devise and bequeath all property
which I own or have the right to dispose of at my decease,
of whatever kind, character and description, real, personal,
intangible and mixed, and wherever situated to my husband,
C:c>q~~oETTRO AUGUSTINE LUCIA. In the event my said husband should
predecease me, or should he fail to ~urvive me by at least
thirty (30) days, I direct that ~y entire said estate be
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divided equally between my children, LUANNE J. HUNTER of
Etters, Pennsylvania and PAUL J. LAUTENSCHLAGER of St.
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LAST WILL AND TESTAMENT OF LUCILE ADLINE LUCIA
Pa ge 2
Louis, Missouri, or among their respective lineal descen-
dants living at the time of my death, per stirpes. In the
event my son, the said PAUL J. LAUTENSCHLAGER should pre-
decease me, or should he fail to survive me by at least
thirty (30) days, I direct that the share of my estate which
would be distributible to his lineal descendants be distri-
buted in trust to my daughter, the above named LUANNE J.
HUNTER, as Trustee for the lineal descendants of my said son.
The Trustee shall have sole discretion as to the management
and administration of the trust assets, and shall be empower-
ed to pay such of the principal and/or income from the same
to or on behalf of the trust beneficiaries as she shall in
her sole discretion deem advisable. My Trustee shall not be
required to furnish bond in any jurisdiction, and shall not
be held to account for her administration of the trust
assets beyond the minimum required by law. I have not
chosen my Trustee because of any special skill or expertise
which she may have in administering trust assets, but be-
cause of her close family relationship with the trust bene-
ficiary. I therefore direct that she be held to no higher
standard of duty or care than any other prudent person in
similar circumstances.
3. I hereby appoint my husband, ETTRO AUGUSTINE LUCIA
as personal representattye of my estate and as executor of
this my Last Will and Testament. I direct that my said
t.
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LAST WILL AND TESTAMENT OF LUCILE ADLINE LUCIA
Page 3
personal representative not be required to post bond for the
faithful performance of his duties in any jurisdiction, any
law to the contrary notwithstanding. Should my said husband
be unable or unwilling to so serve, I appoint my daughter,
LUANNE J. HUNTER as alternate personal representative, and
as a second alternate personal representative, my son,
PAUL J. LAUTENSCHLAGER, to act in his stead, also without
bond.
4. In the administration of my estate, I do hereby
authorize my personal representative appointed herein and
any substitute or successor personal representative to sell,
lease, pledge, mortgage, transfer, exchange, convert or
otherwise dispose of, or grant options with respect to, any
real or personal property at any time forming a part of my
estate, in such manner, at such times, for such purposes,
for such prices, and upon such terms, conditions or credits
as he may deem advisable. I also authorize my personal
representative or his substitutes and successors to com-
promise or otherwise adjust any claims or demands in favor
of or against my estate. I further authorize my personal
representative or his substitutes and successors to execute
and deliver such instruments as may be necessary to carry
out any of these powers; and, in addition to that specified
herein, to do without order or permission of any court, any
other acts which he may deem necessary or desirable for the
proper execution or discharge of any powers or duties held
LAST WILL AND TESTAMENT OF LUCILE ADLINE LUCIA
Pa ge 4
by or imposed upon him, whether by the terms of this Wi 11,
or by applicable law.
IN WITNESS
I C141-..
WHEREOF, I have hereunto set my hand this
day 0 f
1'1 /h"
A.D. ,
1983, at North Port, Florida, in the presence of each and
all of the subscribing witnesses, each of whom I have re-
quested in the presence of each of the others to subscribe
his or her name, with his or her address written opposite
thereto, as an attesting witness, in my presence and in the
presence of each of the others.
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LUCILE AOLINE LUCIA
,
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WE DO HEREBY CERTIFY that the foregoing instrument,
composed of this and three other typewritten pages fastened
hereto, being signed by the testatrix, was this I q .Jt..
day 0 f 1'/1 A V , A.D., 1 g 8 3 ,
signed, sealed, delivered and published by LUCILE ADLINE LUCIA
as her Last Will and Testament in the joint presence of the
undersigned, the said LUCILE ADLINE LUCIA then being of
sound and vigorous mind and free from any constraint or
compulsion, whereupon we, being well acquainted with LUCILE
AOLINE LUCIA, immediately subscribed our names hereto in the
presence of each other and of the said LUCILE AOLINE LUCIA for
the purpose of attesting the said Will as she requested us
to do.
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LAST WILL AND TESTAMENT OF LUCILE ADLINE LUCIA
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OATH AND PROOF OF WILL
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STATE OF FLORIDA
COUNTY OF SARASOTA
WE, LUCILE ADLINE LUCIA, CORD C. MELLOR, and ETTRO
AUGUSTINE LUCIA, the testatrix and the witnesses respec-
tively, whose names are signed to the attached or foregoing
instrument, having been sworn, declared to the undersigned
officer that the testatrix, in the presence of witnesses,
signed the instrument as her Last Will and Testament, that
she signed, and that each of the witnesses, in the presence
of the testatrix and in the presence of each other, signed
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the Will as a witness.
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SWORN TO AND SUBSCRIBED before me by LUCILE ADLINE LUCIA,
the testatrix, and by CORD C.
the witnesses, on j'vIAI-Y
MELLOR and ETTRO AUGUSTINE LUCIA,
) '1 , A. D., 1983.
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NOTARY PUBLIC
Notary Public, State 01 Florid" at l.or90
My Commission Expires September 4, 1983
Bonded By A.'na life '" CJsudlY
This Instrument Prepared By
CORD C. MELLOR, ATTORNEY AT LAW
Post Office Box 7126
North Port, Florida 33596
Estate oiL L.L C- \ \ e
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
Ac\I\'ne Lu..c-\ ~ No. J... 1- (j /- ~S-
To:
Register of Wills for the 1
, Deceased. County of (.Wl'Y\ bu) , bV\ C~/~ in the
Social Security No. \ <;1 I" -"3. i - "2- ~ iP () Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age o!;.plder an the executy' " y..
in the last will of the above decedent, dated LJ 0....'1 I 9. Lb
and codicil(s) dated
( lJ /1)
named
, 19~
EttV"o
(+ v-. ~ l.\.Ad~ ~ n ~ \.-~ L \ 0..
(.Ro..,e
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
~-\~-qg
13.0(0
years of age, died [).p C ,3... , ~ QO P 0
at 0 S So '
Except as ollows, decedent did not arry, 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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ ISo,()OO... 00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probte of the last will and codicil(s)
presented herewith and the grant of letters t- () c.. t 0.. h'\ € V'\ 0.. V 'f
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OFGu.. ~ \--,.u \~JVH:t J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Swom to ~' affirmed d'nd snbscdbed J \-.-u..ll."""", ~.}i II ~.~ 11 ~
befo~~ ~ day Of L~~ I:. ~ i{ ~
'7na~e.~.-,a,4~ ~
1.. - LI RegIster ~
. / - a I ~I
I n
No. 21-01-205
Estate of LUCILE ADLINE LUCIA
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 22, 2001 ~_, 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 ..5 -I q - I '1 3 ""3
described therein be admitted to probate and filed of record as the last will of
L l.L c- \ \~ ~~~~ L ~c... \ 0-
and Letters ,,- VY\ e... Y"I -b 0.. V' 1
are hereby granted to L ~ N-. V\SL .j, )f LlN'\ 1) fl
7/7l~ e. ~ 'fUA. t!O.~~,~
Register of Wills
FEES
Probate, Letters, Etc. ......... $ 235.00
Short Certificates( 4) . . . . . . . . .. $ 12.00
~ ~JC:r:IY\.. ?AG~~..4 $ 12.00
JCP $ 5.00
TOTAL _ $ 264.00
Filed . f;E.:aE.VMX . f;2.,. . ZOP.~ . . . . . . . . . . . . .
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
CALLED EXECUTRIX FEBRUARY 22, 2001, ORDERS ENCLUDED
05.805 REV ~/86
This is to certify that the information here given is correctly copied from an original certificate of death du~~ filed with me as
Local Registtar.' The otiginal cettificate will be forwarded to the State Vital Records Office for permanent hlmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7021054
No.
/J ..py, ?f-'
~ //( "l~"1J!-?-L_"
Local Registrar 1-'
DEe 0 4 2000
Date
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
t3Rsy 2187
NAME Of DECEDENT (flrSl. Middle. las)
1. Luc.~.e.e A. Luc.ia
AGE (last 8irtt>day) UNOEA 1 YEAR
Months Days
SEX
2. F e.ma.-te.
ST~E ~I\.E NUM8ER
SOCIAL seCURITY NUMBER
3.186
34 -
2360
UNOER 1 DI<If
Houts Minut..
8IRTHP'-'CE (C.... """
Stale Ol' FCfe.goCOUnuYI
PlACE OF QEAtH ICt>eck (lI"lly (If'o8 u -;ee msffUCloOm on alN!1 SlOe)
tfOSPITAl~
Inpah.n~ ERIOutpattent 0 ClOA 0
~=oIyIO
PA I);d
-
Ifve...
_1 l1d.o :"'''''::'':::'..
MOTHER'S NAME ,F..st. Middle. Malden SUfOatnel
It. 8aJr. baJr. a AM Uytd e.yt Me.R.d
INf'OR"ANT'S~Jl\Nj;\flODljE~ISb,...CotylTown.:lle~.lop~1 PA 17319
2~. 10 H~~~~~ae Layte, t~~~~,
PLACE OF DlsPOS/T1ON. ""'l'" 01 ~Oty. c;.....toIY lOCRION . CotylT_. Stat.. Z'op ~
..Ollled"_ Cltema.t~oyt Soc.~e.:t1j
o PA Clte.matolt
NAME AND AOORESSOF FACIUTY
22c. 41 00 J 0 yte.~towyt
5. 85
COUNTY Of DeAJ'H
v,..
Cu.mb~R.aytd
....
DECEDENT'S USUAl OCCUp,q1ON
(at..,. ktnd 01 WOfk done dorlllQ mosI
~ WOIttinQ h; do MI use ,_ed l
IlL 11~ ----------------
DECEDENT'S MAILING AIlOllt:SS (51..... C..,f1'own. s.... Z'op Code) DECEDENT'S
ACTUAL
RESIDENCE
(See mslruclJOl\S
on OCher Stde.
1100 Gltaytdoyt Way
Mec.hayt~c.~bU1tg,PA 17055
,..
17.. Slate
Cu.mb~R.aytd
1111. c...nty
FRHER'SNAME (Filst. MI()dSe, LaS!)
II. C ltu.6 Sc.hOc./2
INFORMANT'S '"-'ME (TVP8IP,inll
~~. Luanyte. J. Huytte.lt
METHOO OF DISPOSITION
Bunot 0 C........... 1M
(Spoc<ly
21c.
24.
27. PlUJT I: EnI.' lhe diMa..... injuries Of compliCahons which caused the dealh 00
l6il only ooe cause on each hIM
L.O,:)~
ta'Of'1 ane!ol.. shoCk Of heart h.~.
SequenIlolIy ..-.
if anv. lNding to lfftIMdiate
~. Ent... UNDERLytNQ
CAUSa (o.s.a.. Of tOfUl'y
. . 1'\al1OlliaIed8't'efllS
,-...ng en death. LAST
I :
DUE
ClUE 10 lOR AS A CONSEQUENCE Qf)
WERE AUlOPSY FINDINGS MANNER OF DEATH
-.l.A8LE PRIOR 10
COMPLETION OF CAUSE ~ D
OF llEJU'H1 Nau,.,.' Homic:.ide
Accldenl D Pending InvestigAtion D
Y.. 0 No]:8" Swcido 0 Could not be delermlned D
OATE Of INJURY
(Month. Day. 'teal)
RACE - Am.ncan k\dian. 8lack. Whit.. Me.
I_I Wh~:te.
10.
MARITAl STATUS - M_
N.IN Manied. Widowed.
0N00<:ed (Spec"')
14.W~dowe.d
SURVIVING SPOUSE
I" wA.. grte m8lden name)
110.0.....__..
...".
Mec.ha.rt~c..6bU1tg
coty-..
PA
LICENSE NUMBER
NoD
PART H: Othet si9nillcant condiIions conuibuting 10 death. but
not resuning in the undefIytng cause giwn in PAAT I.
d
TIME OF INJURY
" ~.~~: [~'~~_~o
LOCATION (Street. CavtTov.n. SlaIe)
H.
30.. 3Gb.
PLACE OF INJURY - AI home. farm, 51,eet. 'actory. office
budding. elc. ISpecllv)
_.
2aL 21b.
CERTIFiER ,et-tICk oniy one}
.CEATIFYING PHySICIAN IPhysx::..an CI'!fWYlng cause d dealh whet' ano!llef phvSIC.an has p10n0unced death anCl ccmpleled Item 23\
To ttM beatO' my knowlMlge. death occun'H due to &he cause(s) and manne' .. stated. .,......,..
~PAONOUNCING AND CERTIFYING PHYSICIAN (PhySICian bol~ ~onOU(lCing oealh and cert"yiOCJ 10 cause of dealhl
To ItM beat of my knowledge. death occurred at the Ume. date. and pl.c.. and due to the C.UH(.) and manne, as stilted
loVP?/1 I
31.
N
(IIem 271 Type Of p,int f2-I1 tr-IA ~ rt14 Vs;. ~ )oW)
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21-01-205
LAST WILL AND TESTAMENT
OF
LUCILE ADLINE LUCIA
I, LUCILE ADLINE LUCIA, permanently residing at 179
Palm Harbor Drive, Venice, Sarasota County, Florida, being
of sound and disposing mind, memory and understanding and
not under the restraint or undue influence of any person, do
hereby make, publish and declare this my Last Will and
Testament, hereby expressly revoking all other Wills and
Codicils by me heretofore made.
1. I hereby direct that all my debts incurred during
my lifetime, as well as all expenses incident to my death
and to the administration of my estate, be paid by my per-
sonal representative herein named as soon as practicable
after my death, out of the first monies available therefor.
2. I hereby give, devise and bequeath all property
which I own or have the right to dispose of at my decease,
of whatever kind, character and description, real, personal,
intangible and mixed, and wherever situated to my husband,
ETTRO AUGUSTINE LUCIA. In the event my said husband should
predecease me, or should he fail to survive me by at least
thirty (30) days, I direct that ~y entire said estate be
LAST WILL AND TESTAMENT OF LUCILE ADLINE LUCIA
Page 2
divided equally between my chi1drens LUANNE J. HUNTER of
Etters, Pennsylvania and PAUL J. LAUTENSCHLAGER of St.
Louiss Missouris or among their respective lineal descen-
dants living at the time of my deaths per stirpes. In the
event my son, the said PAUL J. LAUTENSCHLAGER should pre-
decease me, or should he fail to survive me by at least
thirty (30) dayss I direct that the share of my estate which
would be distributible to his lineal descendants be distri-
buted in trust to my daughter, the above named LUANNE J.
HUNTERs as Trustee for the lineal descendants of my said son.
The Trustee shall have sole discretion asto the management
and administration of the trust assets, and shall be empower-
ed to pay such of the principal and/or income from the same
to or on behalf of the trust beneficiaries as she shall in
her sole discretion deem advisable. My Trustee shall not be
required to furnish bond in any jurisdictions and shall not
be held to account for her administration of the trust
assets beyond the minimum required by law. I have not
chosen my Trustee because of any special skill or expertise
which she may have in administering trust assetss but be-
cause of her close family relationship with the trust bene-
ficiary. I therefore direct that she be held to no higher
standard of duty or care than any other prudent person in
similar circumstances.
3. r hereby aPPQtnt my husbands ETTRO AUGUSTINE LUCIA
as personal representattve of my estate and as executor of
this my Last Will and Testament. I direct that my said
LAST WILL AND TESTAMENT OF LUCILE ADLINE LUCIA
Page 3
personal representative not be required to post bond for the
faithful performance of his duties in any jurisdiction, any
law to the contrary notwithstanding. Should my said husband
be unable or unwilling to so serve, I appoint my daughter,
LUANNE J. HUNTER as alternate personal representative, and
as a second alternate personal representative, my son,
PAUL J. LAUTENSCHLAGER, to act in his stead, also without
bond.
4. In the administration of my estate, I do hereby
authorize my personal representative appointed herein and
any substitute or successor personal representative to sell,
lease, pledge, mortgage, transfer, exchange, convert or
otherwise dispose of, or grant options with respect to, any
real or personal property at any time forming a part of my
estate, in such manner, at such times, for such purposes,
for such prices, and upon such terms, conditions or credits
as he may deem advisable. I also authorize my personal
representative or his substitutes and successors to com-
promise or otherwise adjust any claims or demands in favor
of or against my estate. I further authorize my personal
representative or his substitutes and successors to execute
and deliver such instruments as may be necessary to carry
out any of these powers; and, in addition to that specified
herein, to do without order or permission of any court, any
other acts which he may deem necessary or desirable for the
proper execution or discharge of any powers or duties held
LAST WILL AND TESTAMENT OF LUCILE ADLINE LUCIA
Pa ge 4
by or imposed upon him, whether by the terms of this Will,
or by applicable law.
IN WITNESS WHEREOP, I have hereunto set my hand this
I q ~k
day of
l'\-1 /+y
A. D. ,
1983, at North Port, Florida, in the presence of each and
all of the subscribing witnesses, each of whom I have re-
quested in the presence of each of the others to subscribe
his or her name, with his or her address written opposite
thereto, as an attesting witness, in my presence and in the
presence of each of the others.
~- ~o 4
L' ..- ., ~
.-..... ..- ,- 7'" - - - , ,/ _ ...., / -;
',', './q"., ~ . .<-<--"---
LUCILE ADLINE LUCIA
WE DO HEREBY CERTIFY that the foregoing instrument,
composed of this and three other typewritten pages fastened
hereto, being signed by the testatrix, was this I q -/t..
day 0 f 1~ A V , A.D., 1 98 3 ,
signed, sealed, delivered and published by LUCILE ADLINE LUCIA
as her Last Will and Testament in the joint presence of the
undersigned, the said LUCILE ADLINE LUCIA then being of
sound and vigorous mind and free from any constraint or
compulsion, whereupon we, being well acquainted with LUCILE
ADLINE LUCIA, immediately subscribed our names hereto in the
presence of each other and of the said LUCILE ADLINE LUCIA for
the purpose of attesting the said Will as she requested us
to do.
~)
,,/ c/ ..' /
~_C~. residing at
~A/ / Ct::r F'L.A .
,
~cl~~
re sid i n gat tI t71V Ie E' P,L A,
LAST WILL AND TESTAMENT OF LUCILE ADLINE LUCIA
OATH AND PROOF OF WILL
STATE OF FLORIDA
COUNTY OF SARASOTA
WEt LUCILE ADLINE LUCIAt CORD C. MELLORt and ETTRO
AUGUSTINE LUCIAt the testatrix and the witnesses respec-
tivelYt whose names are signed to the attached or foregoing
instrumentt having been swornt declared to the undersigned
officer that the testatrixt in the presence of witnessest
signed the instrument as her Last Will and Testamentt that
she signedt and that each of the witnessest in the presence
of the testatrix and in the presence of each othert signed
the Will as a witness.
,..
Ur- t? ~
SWORN TO AND SUBSCRIBED before me by LUCILE ADLINE LUCIAt
the testatrixt and by CORD C. MELLOR and ETTRO AUGUSTINE LUCIAt
the wit n e sse s ton ,IV? /+y I 't t A. D. t 1 983 .
k~
j~
I
NOTARY PUBLIC
Notary Public, State of Fiorid;~ at Large
My Commission Expires Sep~embcr 4, 1933
Bonded By Aetna Life & Casuidly
This Instrument Prepared By
CORD C. MELLORt ATTORNEY AT LAW
Post Office Box 7126
North portt F10rtda 33596
E
.-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
LU-Cl\e
A~I~n~
L k (_ , (\
Date of Death: \ ":L - '3 ~ 0 0
t::; \R*" ~\- '2...00\- 0'2.0 5.
Will No.
Admin. No.
Ft=- "'.l.. 0 0 \- 0 0 ':2.. 0 S
To the Register:
I certify that notice of (beneficial interest) 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 '3 - 3 - (~ I
-----
Name
Address
L u.. 0'-'\ '" ~ 'C.-\' ).-l LL V\ t lL';
-, '1 0 8\ \Ad III Rcl
C_ 0 \ 0 veX ct 0 s. f'" \ Yl 10 c () \ .
~o919
\ 0 )-L..il..s..ld e L a.. h .JL
t::.t:te.V'S, Po. \ \1sl'1
R .it\) , \J Q u. \ J. L L\'~.J XJV'\.~ c " \ t ~ e(
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
-b- 3 0- 0 I
h ~r-.L ~."}f ~--h4
Signature
Name l LJJ)JV\ ~ ~j . )-{ 1...L 'Y\ tIll
Address \ 0 )-1:. \ \ \ $ ,~ L ~ ~
E t t -Q,L1 i Po-. \ 1 ~ I cr
Telephone n I 'fl ~ ::, <it - G ~ \ 10
Capacity: j Personal Representative
_Counsel for personal representative
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
LUANNE J HUNTER
10 HILLSIDE LANE
ETTERS, PA 17319
-------- fold
ESTATE INFORMATION: SSN: 186-34-2360
FILE NUMBER: 21-2001- 0205
DECEDENT NAME: LUCIA LUCILE ADLlNE
DATE OF PAYMENT: 08/27/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/03/2000
NO. CD 000200
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $11 3.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$ 1 1 3.00
REMARKS: LUANNE J HUNTER
CHECK# 543
SEAL
INITIALS: PB
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
/0-d2I~-'1
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
LUANNE JOY HUNTER
10 HILLSIDE LN
ETTERS PA 17319
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'COUNTY
ACN
10-22-2001
LUCIA
12-03-2000
21 01-0205
CUMBERLAND
101
5t*
REY-15~7 EX AFP 112-001
LUCILE
A
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
REv=is'47-Ex--AFP--fi'2---ooY-NoTIcE--oF-YtiHEifITAi.fcE-TAirAPPRjriSEiiiNT~--ALLOWANCE-oi-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LUCIA LUCILE A FILE NO. 21 01-0205 ACN 101 DATE 10-22-2001
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 D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
105,413.00
.00
.00
63,483.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. 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 (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
7,033.00
675.00
Ul)
(2)
(13)
(4)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
168,896.00
7.708 00
161,188.00
.00
161,188.00
NOTE: If an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
US) .00 X 00 = .00
(6) 161,188.00 X 045 = 7,253.00
(7) .00 X 12 = .00
(8) .00 X 15 = .00
(19)= 7,253.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-21-2001 AA478047 357.89 6,800.00
08-27-2001 CDOO0200 .00 113.00
TOTAL TAX CREDIT 7,270.89
BALANCE OF TAX DUE 17.89CR
INTEREST AND PEN. .00
TOTAL DUE 17.89CR
. 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.)
C--
STATUS REPORT UNDER RULE 6.12
\ \ R L \.A- c... \ C\..
Name of Decedent: ',-- \.A. <- \ ~
Date of Death: \ 'J.. - 3- "). c (; 0 ~ 0) \~* 2\ o l- 0 '2., () S
Will No. Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State w~her administration of the estate is complete:
YesY- -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
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
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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Address p
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( 11'1) cr~ g - La .8 \ to \ f '3 I 9
Tel. No.
Capacity: ~personal Representative
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