HomeMy WebLinkAbout01-0243
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
PETITION FOR GRANT OF LETTERS
Estate of Fern V. Kraly
No.
21-01-243
also known as
, Deceased
Social Security No. 177-16-0970
Connie Bollinger
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
GJ
A. probate~d Grant of Letters and aver that Petitioner(s) is/are the execut rix
Decedent, dated .'"; J 10 197d. and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 100 West South St., Carlisle, PA 17013
(list street, number and municipality)
Decedent, then 81 years of age, died February 11 ,2001 I at Carlisle Hospital
(Location)
Decedent 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 ........................................................................................ $
Total .................................................... ................................................................. $
JOOO
~3oo ()
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s} the probate of the Last Will and Codicil(s} presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
Connie Bollinger
408 Cocklin Street
Mechanicsburg, PA 17055
RW-1
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and 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 representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate accor& to law..
Sworn to and affirmed and subscribed ~<-p K 5 ~;J/-d
before me this e.7 day of
FEBRUARY 2001
':zYlI(V(;~O'~ /t2L/-I//P'f / /a.,
/ / / /
/ (/ /
Estate of Fern V. Kralv
DECREE OF REGISTER
also known as
Deceased
No.
21-00-243
Social Security No: 177-16-0970 Date of Death: 2/11/01
AND NOW, MARCH 5 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary 0 of Administration
((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate)
are hereby granted to Connie Bollinger
in the above estate and that the instrument(s), if any, dated
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters................................... .
Short Certificates(s) ...............
Renunciation......................... .
Extra Pages (
) ...............
I.T.R.......................................
JCP Fee .................................
Inventory ... .... ..... ..... .... .... .......
Other..................................... .
TOTAL............................ .$
$
25.00
7:/?2;/ (J t~" / I2/W & / A0.1"'/:/
/ Regisrt'er of Wills
Ii
$
$
$
$
$
$
$
$
3.00
5.00
3.00
Signature
5.00
Attorney: Marielle F. Hazen
1.0. No: 68003
Address: 845 Sir Thomas Court, Suite 9
Harrisburg
P A 17109
41. 00
Telephone: (717) 541-5550
DATE FILED:
fhis is to certif" that the information here given is correctly copied from an original certitlcate of death d.ply tiled with me as
Local ,Registrar. The original certitleate will be forvv'arded to the Slale Vital Records OHlee tor permanent tiling,
WARNING: It i:s illegal to duplicate this copy by photostat or photograph.
No,
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Local Regisrm ~
Fee for rhis certificate, ~2.00
P 7121480
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Dare
21-01-243
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H1U~_:4JA." 2187
COMMONWEALTH Of PENNSVLVANIA . OEPARTMENT Of HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
iYPEJPRINT
IN
PERMANENT
BLACK INK
AGE (La.. BoI1May)
UNDER' YEAR
MonItIo Da~
SEX
Female
2.
STATE FilE NUMBER
SOCIAL SECURITY NUMBER
3. 177 - 16-
D"Y E OF DEATH ,McnlI>. Oa,. .....,
February 11, 2001
NAME OF DECEDENT If"SI MKl<lIe. lasl
80 v..
BIRTHPl..ACf :C''Y..OO PlACE OF DEATH 4CI'>Eck ~y oPe u ~ ,n$lfucl.or\'S on 0If\et sde~
StaHl 01 fcrtttgll Country) HOSPiTAl:
Marysville,. lnpal_ ~
7. IA.
FACllfT"f NAME (II not In!o:l'lutM)O. 01\18 Slreet and number I
:=oI'flO
5.
COUNTY OF DEA1H
Cumberland
RACE.Amenc;an InClIan, 8lack. _.. elC
(~)
White
..
Ie.
MAAlTAl STRUS."-
Ne_ Man"'. W_.
~ (Spe<<y)
Widowed
SURVIVING SPOuSE
lit ..... gMt I'NIden I\AI1\eI
DECEDENT'S USUAl OCCUPIa'ION
(Gove Iund '" _k -.. dufong__
ell -ing 1!ti:1fflAm~@'rl
. U.. lib.
DECEDENT'S MAILING ADllRESS (Su"'. Coly~. ~. Zop Codel
100 West South Street
Carlisle, Pennsylvania 17013
'"
FATHER'S NAME IF'Sl. Mo<ldIe. Lasll
II.
1NF000000000'S NAlolE (T ypelf'fontl
17b. Cou
Did
--
Min.
-.-p? 17d.r:1::"'-=-:=",
MOTHER'S NAME IF.... M<ldIe. 101_ Sutnamel
,.. Lulu Yingling
INFORMANT'S MAll,LHq ADORESS (SIt.... Colyfilwn. SIlIlo. Zip Code)
2GI>. 40l:S Cocklin Street Mechanicsburg, Pa. 17055
PlACE OF DISPOSITION. N..... '" C_ilfY. CI.malOry lOCRION . Ctlyfilwn. SIal.. Zop Code
Of ClIheI PIK.
Mechanicsburg Cemetery
....
Carlisle
~
Harvey Reisinger
Connie Bollinger
--)
"-
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\~
\-
Mechanicsburg, Pennsylvania
FD-012662-L
2141.
M 25.
27. PART I: Enter'he diseases, injuries Of comphcaltons which cause4 lhe dealh Do nol8nl., lhe mode 01 ayi . such as cardiac 01 respiratory arresl, shock 01 heart 'allYle
LlSI only ~ causa on each Iirw
. 'JULie.;" ltt<->-,/-- dt,,fYlt", ~~t~
b~"CONSEauENCEOF): / I
I DUE TO lOA AS "~EauE E OF): -
: Jtt~~C~~5uNcEj/,L- /Vl
OJ
PART N: ClIheI "'III'iIlcenl _ conuobuling 10 a.."'. bill
_1ftUIling..1I1e ~ ~ given in IWIT I
7A;;~ tt~
WERE "UlOPSY FINDINGS
""'-'LAlIlE PRIOR TO
COMPLETION OF C"USE
OF DEA1H?
MANNER OF oe"YH
DATE OF INJURY
(....onth. Day, leal.
nME OF I~URY
INJURY'" WORK? DESCRJ8E ItCNi I~URY OCCURRED
s..c...
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HomICide
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Could not be del.fmloed
2... 2....
CEllTIfIER ,neck on. one)
.CERTlfYlNG PHYSICIAN IPhy~~n CefllfylOg cause 01 Ot:'alh when .JnOltlef ph~~,an hdS pronounced ded.lh ano COmiJlel~ lIem 2Jl
To..... bee' o. my knowMdQe. <teeth oecunlld due __the cau..(I) and maoner I. etated. . . . , . . . . . . . .. . . . . . . . . . . . . . .. . . .
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. PRONOUNCING AND CERTlfVING PHYSICIAN IPhv~lan tlolt1 ;.l1cJ(lOWIC10Q Ut".Jltl drw1l.:eftllVlflg 10 cause 01 aedlfl)
To Ihe beet 0' my knowiNg., de.th OCCUlred .Iu... time. date. ~nd pllce. and due to the cauM(I) and manner.. sl.led.
.MEDICAl EXAMINER/CORONER
~~:::::i:I::~~~~.i~~'!~~ ...n.~~ ~~~~~l~~~'.i~~: ~~ ~.y. ~~I.~i~~: ~~~~~ ~~~~~~e.~ ~~ ~~~ ~I~~,.~~I~.' ~~l~.~I~~~: ~~~.~~~ ~~ ~~~ ~~~~~~~).~~~ 0
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Register of Wills of tluphin County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of ---fer f'I 1/ . ~ '/
also known as
No.
, Deceased
o 'c;c}\. ; 3
,
Dca A
(each) a subscribing witness to the [J codicil(s) Llwill(s) presented herewith, (each) being duly qualified according
to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and
that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and [] in the presence
of each other 0 in the presence of the other subscribing witness(es).
.~~,~C? ~.
~ignaturel
1~ to ~~/ U-u~~
"-yJ11 A ; (Addr,ess)!J1 ' (--;y d
., ILK(!A(#,{2/1~M-U7J--.J .t.?/~ ~i-- .
(Signature)
(Address)
Sworn to or affirmed and subscribed
before me this J- r;-r-- day of
r- ...vt~ ,20 i2t-.
C,? ~~ <(f-~'
My Commission Expires:
(Sign8tUJā¬' and seal of Notary or other QI ficlal
NOTE: To be taken by officer authorized to administer oaths.
Please have present the original or copy of Instrument{s)
at time of notarization.
qualified to admmiste, oaths Show date of
explfBlIon of Notap(s commission)
Notarial Sea! ,
Marttyn E. Wiliams. No*af'1 PubftC
~~O eoro. Cymbenand county
My CommissiOn Expil"eS Nov. 6. 2001
Member. PeDnsvNama AlSociatiOO of &tar.ieS
RW-11
traM~Ph~:
Register of Wills of . County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of ----i e ( ^ V K r !J.l 'I
also known as
No.
I Deceased
)
J~ 06er'+
Si-au {f~~(
(each) a subscribing witness to the [J codicil(s) 1_lwill(s) presented herewith, (each) being duly qualified according
to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and
that she/he/they signed as a witness at the request of Testator{rix) in his/her/their presence and [J in the presence
of each other 0 in the presence of the other subscribing witness(es).
v"
)
(Signature)
(Address)
Sworn to or affirmed and subscribed
cJ11'-
before me this day of
:j~
/Vl~~ t~
,
,20~.
NOIanal Seal
Mart!yn E. WiWams. Notary Public
~Hg.Boro. Cumberland County
-, "^,,nTl"S$On Exptr86 Nov. 6. 2001
Mem~r. Pennsylvania A!Socialloo ot Notaries
Notary Public
My Commission Expires:
(SignstUle and seal of Notary or other fJtficlal
NOTE: To be taken by officer authorized to administer oaths.
Please have present the original or copy of Instrument{s)
at time of notarization.
quctlilled to admmister oaths. Show date of
expifatlon 01 Notary's commisslofl.l
RW-11
FROM SMOOTHE JOES
In.R.e Estate of
Fern
To thc Registcr of Wills of
The iifidefsigficd
A^_~/'\~/'I
'---'"~ 1... c....-I \JI I '-"'f
FAX NO. 7177374508
Feb. 27 2001 10:56PM P2
RENUNCIATION
'l
1(10" III
/
r.. .j-~'- --1
"-'u~ n~, J 0 nr
County I Pennsylvania.
deceased.
T J-J ^^ \ f.p r-
v. I'~V"""'"
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
-t e sf 0 Y'>1 @ n t a ,.- v'
, /
C~nt1J' ~ -L.
be issued to
WITNESS
l~o/I>IlQe 'C
J t ~
hand Ibis ~ day of ~et,fL\(i IL!
I .wJ.uJ
x
\L f)'fc1
cJI\~?J\1 ~.~. \~~e{si JUll WID
(Address) ) : ~ 1 e:ll 74- 0
,,~
(SiID8ture)
(Address)
(Sisnalute)
(Ad.duss)
.... ..
LAST WILL AND TESTAMENT OF FERN V. KRALY
I, FERN V. KRALY, of the Borough of Mechanicsburg, County
of Cumberland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last Will and Testament.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can conveniently
be done.
2.
I give, devise and bequeath all the rest, residue and re-
mainder of my estate, of whatsoever nature and wheresoever
situate, to my two daughters, to wit, Connie L. Bollinger, and
Barbara J. Hoover, share and share alike.
LASTLY, I nominate, constitute and appoint my daughters,
Connie L. Bollinger and Barbara J. Hoover, Executrices of this
my Last Will and Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
/ () day of iff/1l'L' , A. D. 1972.
this
;d)."
-"J'/ j~. 1~r
Fern V. Kraly \
(SEAL)
Signed, sealed, published and declared by the above
named Fern V. Kraly, as and for her Last Will and Testament,
in the presence of us who have subscribed our names hereto
as witnesses, at the request of said testatrix, in her
presence and in the presence of each other.
t/
~, . /'} / fl.
Y7~ t ~-d_.J
-2-
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
E
-
CERTIFICATION OF NOTICE UNDER RULE 5.6'a)
Name of Decedent: Fern V. Kraly
Date of Death: 02/11/2001
Estate No. 2001-00243
SSN: 177160970
File No. 21-01-0243
Date Letters Granted: 03/05/2001
Will or Administration No.
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 03/29/2001
Name
Connie L. Bollinger
Address
408 Cocklin Street
Meehan icsbu rg
10724 Clinton Avenue
Hagerstown
PA 17055
Barbara J. Hoover
MD 21740
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Personal Representative
X Counsel for Personal
Representative
~it~
Marielle F. Hazen. Esquire
Name (Please type or print)
Jan L. Brown & Associates
Address
845 Sir Thomas Court. Suite 9
Date: 03/29/2001
Capacity:
Harrisburg
PA 17109
Telephone No. (717) 541-5550
\
;Ll. (j ;- a. </3
ORIGINAL
e.
FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE
IN
ESTATE OF FERN V. KRALY, DECEASED
KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Fern V. Kraly
late of Cumberland County, Pennsylvania, deceased, died testate on February 112001, having first
made her Last Will and Testament, which was duly executed on March 5.2001
, and is duly
recorded in Cumberland County Courthouse. Register of Vii lIs. Pa No. 21-01-0243 ;
WHEREAS, the said Fern V. Kraly by the aforesaid Last Will and Testament, named
Connie Bollinger as Executor/rix of said Last Will and Testament;
WHEREAS, Letters Testamentary on the estate of the said decedent were duly issued by the
Register of Wills of Cumberland County, and Letters Testamentary were granted to the said
Executor/rix, hereinafter called Personal Representative;
WHEREAS, the said Personal Representative has gathered the assets of the estate of the said
decedent and the assets consist of both real property and personal property, to a total value of
$ 39.899.17 as set forth in Exhibit A, which is a statement of account of the said Personal
Representative, and which is attached hereto and made a part hereof, and marked Exhibit A;
WHEREAS, the balance for distribution as shown in the said statement marked Exhibit A has
been reduced to cash and has been distributed as herein indicated in accordance with the terms of the
Last Will and Testament of the said decedent;
NOW THEREFORE, KNOW YE, that we, Connie Bollinger and
Barbara Hoover , being all of the beneficiaries of the said decedent and heirs under the Last Will and
Testament of the said decedent, and being those persons entitled to inherit under said Last Will and
Testament do hereby, each of us, acknowledge that we have this day had and received from the
aforesaid Personal Representative, in full satisfaction and payment of all sum or sums of money,
legacies, bequests, and devices as are given, devised and bequeathed to each of us respectively by the
said Last Will and Testament, which amounts we have received this day, and which amounts are in
the amount set opposite our respective names in the table and schedule of distribution in said
statement attached hereto and marked Exhibit A;
AND, each of us does hereby stipulate that in order to avoid the expense and time involved in
the filing of a formal account and schedule of distribution, we each agree that no account is necessary
and we do hereby agree that we do consent to distribution being made without the filing of an
account and schedule of distribution, the same to be with the same force and effect as if it had been
filed and confirmed by the Orphans Court Division of the Court of Common Pleas,
Cumberland County Branch.
THEREFORE, we and each of us do hereby remise, release, quit claim and forever discharge
the said Personal Representative, Connie Bollinger
, her heirs, executors, and administrators
and assigns, of and from the said estate and from all actions, suits payments, accounts, reckoning,
claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing
whatsoever touching upon the estate of the said decedent, and each of us do further hereby covenant
and agree that should any liability come due to the estate of the said decedent after the signing of this
agreement, and each of us do hereby covenant and agree with each other and the aforesaid Personal
Representative that we will contribute pro rata our share of the estate to satisfy any and all claims,
demands, suits, or causes of action which may be successfully prosecuted against the said estate or
the aforesaid Personal Representative after the signing, sealing and delivery of this Family
Settlement Agreement and Final Release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals this
day of Dl'J2~ /'
o
1 ' 2001.
..1}A-uli1lVO
~lt ess
~j3
Connie Bollinger
Witness
Barbara Hoover
THEREFORE, we and each of us do hereby remise, release, quit claim and forever discharge
the said Personal Representative, Connie Bollinger
, her heirs, executors, and administrators
and assigns, of and from the said estate and from all actions, suits payments, accounts, reckoning,
claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing
whatsoever touching upon the estate of the said decedent, and each of us do further hereby covenant
and agree that should any liability come due to the estate of the said decedent after the signing of this
agreement, and each of us do hereby covenant and agree with each other and the aforesaid Personal
Representative that we will contribute pro rata our share of the estate to satisfy any and all claims,
demands, suits, or causes of action which may be successfully prosecuted against the said estate or
the aforesaid Personal Representative after the signing, sealing and delivery of this Family
Settlement Agreement and Final Release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals this
./fl
day of IX-... /'
~
/7
, 2001.
Witness
V o'LJ),i ~ r() IY\..U m I1M-
Witness
Connie Bollinger
.--.......
---) ,,- t
~-<-~-Ct~i4 "~.- ~t~
BarEaif Hoover -.---"
,.
-.l
GOMMO~&H ObF f1~~~
COUNTY OFLt1.\h'l\~ ~
ss:
On this the n-tn day of -1nu') , 2001before me, a Notary Public,
the undersigned officer, personally appeared Barbara Hoover (known to me/or satisfactorily
proven) to be the person whose name is subscribed to the within instrument, and acknowledged that
he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
y ~ ~\Yl(YU' r01LrL
Notary Public
{)'\~ ~mm,~sL(fnfYPlfes' 8},J~3
. .
COMMONWEAL TH OF PENNSYLVANIA
SS:
COUNTY
OF
DAUPHIN
tj'f\
On this the L day of , 2001 before me, a Notary Public,
the undersigned officer, personally appe d Connie Bollinger (known to me/or satisfactorily
proven) to be the person whose name is su scribed to the within instrument, and acknowledged that
she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~~1fJ>)
Notarial Seal
Marielle F. Hazen, Notary Public
Lower Paxton Twp., Dauphin County
My Commission Expires Sept. 23, 2002
Register of Wills, Cumberland County
COpy
INVENTORY
I Deceased
No. 21 01 0243
Date of Death 02/11/2001
Social Security No. 177160970
Estate of Fern V. Kralv
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney:
Marielle F. Hazen
~
oI! ti+
1.0. No.:
68003
Address:
845 Sir Thomas Court, Suite 9
HarrisburQ,
Telephone: (717) 541-5550
Dated M7J
9
,
doC) I
PA 17109
Description
First Union Bank CD, Account#247412093644363
Value
3,000.00
Total
3,000.00
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
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\ / ~~c2/Y-//
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REV-li01 EX AFP el2-00l
MARIELLE F HAZEN
JAN L BROWN & ASSOCS
845 SIR THOMAS CT 9
HBG PA 17109
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-20-2001
KRALV
02-11-2001
21 01-0243
CUMBERLAND
101
FERN
v
Amount Remitted
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 for" with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V: i60-j-Ex-AFP-(i2---ol..r------...-iNi..-ERi~fANCE--iAX-STA-fEMftii-OF-ACCOUNY--.-..---------------- -- ---
ESTATE OF KRAL V
FERN
V FILE NO. 21 01-0243
ACN 101
DATE 08-20-2001
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: 06-25-2001
PR I NC I PAL TAX DUE: ...........................................................................................................................................................
1,668.42
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-09-2001 AA496577 83.42 1,611.15
08-06-2001 REFUND .00 26.15-
TOTAL TAX CREDIT 1,668.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIP' (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~ /6 -~/~"'/J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
I~HERITi~l."E TAX DIVISION
DlPT. Z80601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIEllE F HAZEN
JAN l BROWN & ASSOCS
845 SIR THOMAS CT 9
HBG PA 17109
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
5~
(Y .'
/
07-02-2001
KRALV
02-11-2001
21 01-0243
CUMBERLAND
101
REY-1547 EX AFP el2-00l
FERN
v
Amount Remitted
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=iS47-i3f-AFP-fi"2-:ocfr-NCfficE--OF-'fNHEifiTANCE-TAX-A-PPRA-isEi.rENT~--AiioWAN-CE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRAlV FERN V FILE NO. 21 01-0243 ACN 101 DATE 07-02-2001
TAX RETURN WAS:
) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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)
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)
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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount 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. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.00
.00
.00
.00
3.224.85
2,674.32
34.000.00
(8)
1,066.05
1.757.23
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
39,899.17
?A?3 ?A
37,075.89
.00
37,075.89
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
37 , 075.89 X 045 =
.00 X 12 =
.00 x 15 =
(19)=
.00
1,668.42
.00
.00
1,668.42
'.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-09-2001 AA496577 83.42 1,611.15
TOTAL TAX CREDIT 1,694.57
BALANCE OF TAX DUE 26.15CR
INTEREST AND PEN. .00
TOTAL DUE 26.15CR
* 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.)
REV-1470 EX (6-88)
. ~
INHERITANCE TAX
EXPLANATION
OF CHANGES
.t
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Fern V. Kraly
Sheila Megonnell
FILE NUMBER
REVIEWED BY
ACN
2101-0243
101
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
Page 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
No.AA 496577 REV-1162 EX (11-96)
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
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ESTATE INFORMATION:
FILE NUMBER
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NAME OF DECEDENT, ,(L~ST~ ,
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(FIRST)
(MI)
DATE OF PAYMENT
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POSTMARK DATE
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COUNTY
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TOTAL AMOUNT PAID
DATE OF DEATH
REMARKS
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SEAL
REGISTER OF WILLS
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ORIGINAL
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WillS, COUNTY OF Cumberland , PENNSYLVANIA
Name of Decedent: Fern V. Kraly
Date of Death:
02/11/2001
File No.
21-01-0243
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
YES~
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 Orphan's 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 Clerk of the Orphans' Court and may be attached to this report.
Date: ___j_-_~-.J -0 1__
,iJ~~~'. ____u..__,__
v' ( >
Signature
Marielle F. Hazen
Name (Please type or print)
845 Sir Thomas .court. Suite 9
Address
Harrisburg. PA 17109
(717) 541-5550
Tel. No.
Capacity: Personal Representative
~_ Counsel for personal representative
REV'15oQR, I G Il\J ^ J
'* 1~&;:;Mm:ALTHOF
, . PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-<1601
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL}
Kral Fern V.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DO-Year)
OFFICIAL USE ONLY
G
_L~-:_Id_Ci~_/ I__
FILE NUMBER
21-010243
CDUtffi'CODE -y"EAR---'NiiMiER--
SOCIAL SECURJTY NUMBER
177-16-0970
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (dateofdeathpriorlot2.13-82)
o 5. Federal Estate Tax Retum Required
_ 8. Total Numberof Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) {Alta::tI Scll 0\
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02/11/2001 03/15/1920
{IF APPLICABLE} SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
00 1. Original Return
o 4. Limited Estate
00 6. Decedent Died Testate (AtlachcopyofWiIl)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date afdeath aller 12-12.82)
o 7. Decedent Maintained a Living Trost (Attaeh copy otTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
COMPLETE MAILING ADDRESS
845 Sir Thomas Court. Suite 9
20.
OFFICIAL USE ONLY
3,224.85
2,674.32 \ I
34.000.00 ~___~___I
39.899.17
1 ,066.05
1.757.23
(11)
(12)
(13)
2,823.28
37,075.89
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NAME
Marielle F. Hazen
FIRM NAME (If Applicable)
Jan L. Brown and Associates
TELEPHONE NUMBER
717 541-5550
Harrisburg, PA 17109
(14)
37,075.89
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(g)
(10)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule D)
5, Cash, Bank Deposits & Miscellaneous Pe"""al Property
(Schedule E)
6. Jointly OWned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Sche<luie G or L)
8. Total Gros. Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgaga Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (LineS minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. NetValU8 Subject to Tax (Une 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfelS under Sec. 9116 (a)(1.2)
X _(15)
37.687.81 X ~(16)
X .12 (17)
X .15 (18)
(19)
1.695.95
1.695.95
16. AmountofUne 14 taxable atlinea.lrate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Register of Wills, Cumberland County
ORIGINAL
INVENTORY
Estate of Fern V. Kraly
No. 21
01
0243
, Deceased
Date of Death 02/11/2001
Social Security No. 177160970
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears In a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. !!We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Marielle F. Hazen
~ at~+
1.0. No.: 68003
Address:
Dated M7J ~
doC'/
845 Sir Thomas Court. Suite 9
Harrisburg,
Telephone: (717) 541-5550
PA 17109
Description
First Union Bank CD, Account#247412093644363
Value
3,000.00
Total
(Attach Additional Sheets if necessary)
3,000.00
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
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Decedent's Complete Address:
STREET ADDRESS .Iv
. . Fern V. Kral
100 West South Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
1,695.95
1611.16
8479
Total Credits (A + 8 +C)
(2)
1,695.95
3. InteresUPenalty if applicable
D. Interest
E. Penalty
T olallnteresUPenally ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enler the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to requesta refund (4)
5. if Une 1 + Line 3 is greater than Une 2, enterthe difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check to: REGISTER OF AGENT
0.00
0.00
0.00
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a Iransfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 IZI
b. retain the right to designate who shali use the property transferred or its income; ........................................ 0 IZI
c. retain a reversionary interest; or ...................................................................................................... 0 IZI
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IZI
2. If dealh occurred after December 12, 1982, did decedenl transfer property within one year of death
without receiving adequate consideration?.............................................................................................. IZI 0
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 IZI
4. Did decedent own an Individual Retirement Accounl, annuity, or other non-probale property wllich
contains a beneficiary designation? ......................................................... .............................................. 0 IZI
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, j declare that I have examined this return, jncrudin~ accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative Is based on alllnformallon of which preparer has any knowledge.
SIG~RSON. S~\BLE F.OB F~L1NG RETURN DATE
ADDRESS 408 Cocklin Road
Mechanicsbura, P
SIGNATURE OF PREP RER OTHE H DATE
ADDRESS
For dates of death on or after Juiy I, 1994 and before January I, 1 995, the tax rate imposed on the net value of transfers to or for the use of Ihe surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January I, 1995, the tax rate imposed on the net vaiue oftransters to or for the use a! the surviving spouse Is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The slalule does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disciosure of assets and filing a tax retum are still applicabie even if
the surviving spouse is the only beneficiary.
For dates of death on or after Juiy I, 2000:
The tax rate imposed on the net value of transfers trom a deceased child twenty-one years of age or younger at death to or for Ihe use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)J.
The tax rale imposed on Ihe net value of transfers to or for the use of the decedent's lineai beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)J.
The tax rate imposed on the net value of transfers to or for the use at the decedent's siblings Is 12% [72 P.S. ~9116(a)(1.3)]. A sibiing is defined, under Section 9102, as an
individuai who has at leasl one parent in common with the decedent, whether by blood or adoption.
~'~'EX'I'971.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Kralv Fern V 21 01 0243
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
First Union Bank CD Account# 247412093644363
VALUE AT OATE
OF DEATH
3,000.00
2.
Cumberland County Burial Allowance
100.00
3.
Refund from PharAmerica
124.85
TOTAL (Also enler on line 5, Recapitulation) $
(If more space Is needed, insert additional sheets of the same size)
3224.85
~'~~.".,)..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
Kralv Fern V
If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G.
FILE NUMBER
21 01
0243
SURVIVING JOINT TENANT(S) NAME
RELATIONSHIP TO DECEDENT
ADDRESS
A. Connie Bollinger
B
c
408 Coclin Street
Mechanicsburg, PA 17055
Daughter
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINl MADE Include name offlnaocial institution and bank a::cou/l1 numbel or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for;oinUy-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. 9/1986 First Union Checking Account 5,348.63 50. 2,674.32
TOTAL (Also enter on line 6, Recapitulation) $ 2674.32
(If more space is needed, insert additional sheets of the same size)
~""~.".".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Kralv Fern V.
FILE NUMBER
21 01
0243
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT MID THE DATE OF TAANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOP'l'QfTHEOEEOFORREAlEe,1ATE. VALUE OF ASSET INTEREST (IFAPPlICABlE)
1. To: Connie Bollinger (daughter), date of transfer June 2000 20,000.00 100. 3,000.00 17,000.00
2. To: Barbara Hoover (daughter) date of transfer June 2000 20,000.00 100. 3,000.00 17,000.00
TOTAL (Also enter on line 7, Recapitulation) $ 34 000.00
(If more space is needed, insert additional sheets of the same size)
'~""~.I"').
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kralv Fern V
Debts of decedent must be reported on Schedule I.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 01
0243
ITEM
NUMBER OESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Funeral Expense- Paid to Myer's Funeral Home 120.05
2. Headstone 90.00
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 Slaw Zip
Year(s) Commission Paid:
2. Attomey Fees Jan Brown and Associates 800.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant Marelle F. Hazen
Street Address 845 Sir Thomas Court, Suite 9
City Harrisbuf!:l, PA State PA Zip 17109
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills, Cumberland County 41.00
5. Accountants Fees
6. Tax Return Preparer's Fees Patrick Donley 15.00
7.
TOTAL (Also enler on line 9, Recapitulation) $ 1 066.05
..
(If more space IS needed, Insert addltlOl1al sheets of the same Size)
"",.",,,,.,,.,, .~-
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kralv Fern V.
Include unreimbullIed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21 01
0243
Sarah A Todd Memorial Home
DESCRIPTION
Carlisle Imaging Assoc
Three Springs Family Practice
Sprint
AMOUNT
1,650.70
67.86
32.14
6.53
TOTAL (Also enteron line 10, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
1 757.23
REV.1513EX+'j-97)~~
..~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENIT DECEDEN1
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Kr"'/v "',"" V ?1 n1 "?,,~
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Connie Bollinger Daughter 50%
408 Cocklin Street
Mechanicsburg PA 17055
2. Barbara J. Hoover Daughter 50%
10724 Clinton Avenue
Hagerstown, MD 21740
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 addltlonai sheets of the same Size)