HomeMy WebLinkAbout01-0854
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of l-lAIZ-OLP f3~ OLSoN No. .!LI- 0 1- ~S-I{
also known as To:
Register of Wills for the
Deceased. County of eu AAse-,E:LAN' Din the
Social Security No. <) 3~ - /0 - 93 S-o Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executc~d" J>o~,I..~ ~~ OLSf:rmed
in the last will of the above decedent, dated 'Dec.... z. -=z- , 19~
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CU M.~(ij;"/Z...LAf'oJ 1>
h ,<; last family or principal Iesidence at I Q Mess I AJ.I
1VI~c..HA-N'C.S13u~G) pA , 7-055"- ~,s-
(list street, number and muncipality)
Decendent, then 1'1 years of a~, died SEPT: /3 ,~ 'Zoo I,
at Mc~$,AU- V,L-L~E KwrTI1Z-c'l'J1E)JT ~TE7Z-.
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 o""/E
~ounty, Pennsylvania, with
, L L..AGE"' -po '2,.Q I ~
UP PE1Z- A L..tt,.)
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: <::)
Goa,OOo
.
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters rE'f) rAtt1 /E')Jr~Y
theron.
~
Cl)
h V~~.9t:::
Ol:~
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50
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Vi
(testamentary; administration c.La.; administration d.b.n.c.La.)
.-::z. ~- "'" 17 0p ", I L. c::::',A. J 70 I ,
I 7 0 ~I t.E I''''. ~ tf' -- r ,.
.J
OATH OF'PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF c.UrY7eE"~.I>
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 ruly administ~ the estate according to law.
Sworn to or affirmed . and subscribed { e ~ O~ ~
. ~~~%J (~~. day~of f
~~_ .I1.~fY~ ~
.f..~ . ,- eglster ~
I 7- /)- 9
~o. 21-01-854
Estate of
HAROLD B. OLSON
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW SEPTEMBER 18, )}lj2001 ,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 DECEMBER 22, 1999
described therein be admitted to probate and filed of record as the last will of
HAROLD B. OLSON
and Letters TESTAMENTARY
are hereby granted to DONALD E. OLSON
'mtl~y ~ I/~ 1./& J;w. ~ti.:Jj/"~ f)"",,4j.,
Register of Wills
FEES
Probate, Letters, Etc. ......... $ 375.00
Short Certificates(6) . . . . . . . . .. $ 18.00
~ E;41'M .l?~~. .~ . .. $ 6.00
JCP $ 5.00
TOTAL _ $ 404.00
Filed .~~r:r:f;~~~ .H~,. .2;QQ~.......... ...
AITORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
LETTERS AND ORDERS MAILED TO EXECUTOR 9-18-2001
15.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duJ1 filed with me as
Local ~egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
'f9.t."'.Ah:h tf::P.Ho D<>~.
Local Re istrar Q ()
Fee for this certificate, $2.00
p
7556100
JF_vy<-L^_J/f; c!<J~ I
Date
H 105 143 Rev 2!B7
COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT OF HEALTH e VITAL RECORDS
CERTIFICATE OF DEATH
7YPfJPRINT
IN
PER.....NEH r
Bl...CK INK
99
UNDER 1 yEAR
loIonItIo DaI'O
UNDER , olfi
__ ! Minu'.
SlATE F'l.l :<UMBER
------------------------ ~al~-J:08Ct:;oeR _ 935;-1:0~HM~~~.~:;C()\-
lllfll'HPlACE iC-Iy iiRd Pl...OCE 01' DEATH .CNtclo ""'Y""" -- _.,'...0<''''''''011''''''''.....1
3la18 01 Fc""g" Counuyl HOSPITAl.: -
.___0. eRl~ 0
7. ...
FACILITY NAME (1l not on......._. ~ ..,... OIl(1~,
:="Y,O
NMlE 01' DECEOENT IF',"M.Qdi8-C~- ---------
Harold B. Olson
AGE 11.... _v)
Vr.
..
COUNTY OF DEATH
~
~
~
o
\5
2
<
z
Messiah Village
... Mechanicsburg, PA 17055
FATHER'S HMlE (F.... Iot_. LaSll
,.. Gustave O~son
_OAMAHT'S ~ (T:lQ8lf'r1l1ll
... Dona~a O~son
MEtHOOOF DISPOSITION
D - 0 C._ion IX!
~ 0lh0I (SpecJIy1
. 218.
SlGHATUf:!E 01' FUHE~ SER
h."
eo...pIele._ ~ only _
"..,......... "'" .._.. .- 01 c1HIlI 10
-"'Y ca.- 01 de,"'.
MARITAl. STATUS. _
..._ ....ied. W\dDIoed.
DMwceCllSoecolYl
widowed
::.- r~r
..... e
CUmber land --"1 1,11II.0 :::::'..:::'"
MOTHER'S NAME (F.... _. Iot_Su",.me)
EMna
1IACE.__._k._..
(Spody,
lo.white
SURVlVING SPOUSE
1'-.9"'8-'*""1
Clnnber land
.....
'710.
~
A \ ~ \ '-eo \ l"\j \ (. / ~
DUE 1O(Ofl AS A CONSEOUENCE Of)'
T,)( \) .ll..J') \ C ^--
Z3c.
YlI'S CASE REFERREO TO ME~ ElCAMIHEIIlCORONER1
_ JB... NoD
H..
:==-.
l---
I
I
I
PART .:
0lI..-1igniIlcanI_ """"-.gIG_III......
....--.in...~__..P/lIfJ I.
I :
DUE 10 (OR AS A CONSEOUENCE Of)o
DUE 10 (Ofl AS A CONSEOUE NCE Of)o
Sulcode
B"'"
o
o
DATE Of' INJURY
(MOI>ln Oav. "'aI)
TIME Of INJURY
INJURV AT WORK?
OESCRUIE HDN IHJ(JRY OCCURREO.
WERE AlJlOPSY FINDINGS
-.!l.A8LE PRIOR 10
COMPlETION 01' CAUSE
Of' DEATH?
MANNER 01' DEATH
Acc_
p~ In......~llon
o
fJ
o PUlCE Of"NJURV .AI_.larm. ..._.lac1oIy.oIIlce 101.
bf.MIding. "c. tSpac.lh/)
_.
_ 0 NoD
Hat",..
Homicide
V.O
NoD
Could not be de,.rm.ned
001
:ze.. 2".
CERTifIER ,o,eck oniy onel
"CERTIFY'" PHYSICIAN (Phys.c.an (.~~ cause d death 'e\'ttef' ~noItl8f phvSlClan tldS PI'()(tQlJoceO de.un allO complttleO l1em 231
TolhebHtolmr ............. .....occWl'edc:tu...thecauH{.'.ndm~' .....ted. . ...
H.
.PROHOUMCaNG AND CEATWYtNG ~'fSICtAN .PhySIClaO boItl 0lf0llOUflC1nQ lJedftl dOdt.:ettety.nq rOCatJS8 01 dedIt))
To the bnt 01 my knqwIHg., de..", occ"'.... at ... ...., d.le. and place. and due to the eau..(.. and m.nner .. at.ted. .
'MEOICAl UAMlNERlCORONER
On the kM. o. ...min.Uon and/or investigation, in mv opintOn. death occu"u at the t'me, ".ee,.nd pl.cel and due to the cause,.) and
manne'... st.'ed.. . . . . . .. . . . . . .. . . . - . . -. - " . . . .. . . . . . . . . . . . ... . . . . ... " . . . . . . . . . . . . . . . . . .. , . . . . ., . . .. . . .. ........
)'.
REGIST~S SIGNATURE ANi) NUIoIBER
. / 11, I I ~ / loll
21-01-854
LAST WILL AND TESTAMENT
OF
HAROLD B. OLSON
I, HAROLD B. OLSON, of Upper Allen Township, Cumberland
County, Pennsylvania, being of sound mind, memory and understand-
ing, do hereby make, publish and declare this to be my Last will
and Testament, hereby revoking and making void any and all Wills by
me at any time heretofore made.
ITEM I: I direct that all my funeral expenses and estate or
inheritance taxes be paid by my hereinafter named Executor as soon
after my death as may be found convenient.
ITEM II: I give, devise and bequeath all the rest, residue
and remainder of my estate, both real and personal, wherever
situate, in equal shares to my children, DONALD E. OLSON, RUSSELL
L. OLSON and BARBARA L. DE RONDE. If any of my children predecease
me, I give that child's share to his or her issue, per stirpes.
ITEM III: I appoint my son, DONALD E. OLSON, as Executor of
this, my Last will and Testament. If my said son is unable or
unwilling to serve, or, ~aving been appointed is unable or
unwilling to continue to act, I then appoint my son, RUSSELL L.
OLSON to serve as Executor.
ITEM IV: I direct that no personal representative hereunder
shall be required to provide security, surety or bond in any
jurisdiction for the faithful performance of any duty under this
will. This clause is applicable only to such personal representa-
tives as are specifically named in this Will.
IN WITNESS WHEREOF, I, HAROLD B. OLSON, have set my hand and
seal to this, my Last Will and Testament, this ~~ day of ____
'~b;V'", 1999.
'#JI -( ~ 0 I. -
f (ljc~..{d J.. /~t.---
HAROLD B. OLSON
( SEAL)
* * * * * * * * * * *
Signed, sealed, published and declared by HAROLD B. OLSON, the
Testator, as and for his Last Will and Testament, in the presence
of us, who, at his request, in his presence and in the presence of
each other, we bel ieving him to be of sound mind, memory and
understanding have hereto subscribed our names as witnesses.
~ .~.~}~
of \'\v \T--" \'~../\5::.~~uJf" , C?A
,
G?'
l /rJda 7/.
~JM~
I
of
i.. ::/
uJorrYlle./.~6o~r />;
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2
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
We, HAROLD B. OLSON, Testator, 1'''/'1 /7 ~,--- -;<); cJO <::.,/5
and /' /v1dA /;~;; ~/J e , witnesses, respecti vely, whose
names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority
that the Testator signed and executed the instrument as his Last
Will and Testament and that he had signed willingly, and that he
executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witnesses and that to
the best of their knowledge, the Testator was at that time eighteen
(18) years of age or older, of sound mind and under no constraint
or undue influence.
N~-~( /l~ L3 ( rJ...--.tUfi'l.-
HAROLD B. OLSON - Testator
~ ~,.~~
L.,I::>
(/"'70& 7 (
-1
';/lk/C/J
/
Subscribed, sworn to and acknowledged before me by HAROLD B.
OLSON, the Testator, and subscribed and sworn to before me by
r1"
,4,1/1 ~ -~h()ad..s and it! IY/~;~ A/ pl;;~;/'J e.-.
witnesses, this '<?~d day of tI~~~d~~ , 1999.
Ua~d~
NOTAWf PUBLIC
Notarial Seal
Jenny A. Tobias, No~ary Public
Harrisburg, Dauphin County
My Commission Expires Feb. 15, 2001
"~,,, ,I- 'c Pflnn~w'\I:I!1ia 4f)~m,;!~tien Of NQtane3
E
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
flA/2..DLP t3. OLSO,.}
Date of Death:
7-/3,-01
Will No.
2-0 0 I - 0 0 854
Admin. No.
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 CJ - '2,..0 - 0 1
Name
Address
-Pou~U? E OLSaJ '30 B(1..'rtE}2"., CA-tYf P I/-II,.!.. 'fA t(O I'
1
I?VSSEU- LO~f>>,J (8'0 WlL5\.t-,~1C-P., ROCH-~~, NY t4.bl8
B A 146 AM- 0_ Di"" 1?otJt>€ 4543 R,J~ R, 1>{:E D(Z-'V'l:, S-row, 0 H 44-22+
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
,- *Z-1 -0'
~ .~.~
Signature
Name 1)O,.JAL..1;> _ p _ 0 LSo,J
Address , ~O 8' (Z.- 'r'CL !2.P..
C~ P J.ll{..,L. 'PA, 7'01 ,
Telephone (117
'{ '3 I -~ '3 , 3
Capacity: ~ Personal Representative E ~t: c.u TO ~
_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
OLSON DONALD E
130 BRYCE ROAD
CAMP HILL, PA 17011
_n_____ fold
ESTATE INFORMATION: SSN: 086-10-9350
FILE NUMBER: 21-2001- 0854
DECEDENT NAME: OLSON HAROLD B
DA TE OF PAYMENT: 11/20/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/13/2001
NO. CD 000543
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $29,199.52
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$29,199.52
REMARKS: DONALD E OLSON
CHECK# 112
SEAL
INITIALS: VZ
RECEIVED BY:
~rSTER" dP' tv!r.t~r"'
MARY C. LEWIS
REGISTER OF WILLS
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
OLSON DONALD E
130 BRYCE ROAD
CAMP HILL, PA 17011
-------- fold
EST A TE INFORMATION: SSN: 086-10-9350
FILE NUMBER: 21-2001- 0854
DECEDENT NAME: OLSON HAROLD B
DATE OF PAYMENT: 12/10/2001
POSTMARK DATE: 1 2/07/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 09/13/2001
NO. CD 000623
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,189.50
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4,189.50
REMARKS: DONALD E OLSON
CHECK# 0113
SEAL
INITIALS: PB
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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
OLSON DONALD E
130 BRYCE ROAD
CAMP HILL, PA 17011
__u____ fold
ESTATE INFORMATION: SSN: 086-10-9350
FILE NUMBER: 21 - 2001 - 0854
DECEDENT NAME: OLSON HAROLD B
DA TE OF PAYMENT: 01/18/2002
POSTMARK DATE: 01/17/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 09/13/2001
NO. CD 000769
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,950.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: DONALD E OLSON
CHECK# 0114
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$2,950.00
MARY C. LEWIS
REGISTER OF WILLS
\ /'?- p- 'l
/II>
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recorc'''"~<'
Regi;';t!
~UREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG~ PA 171Z8-0601
of DATE
ESTATE OF
DATE OF DEATH
P3 .4,fILE NUMBER
. . ~OUNTY
ACN
-02
JAN 18
DONALD E OLSON
130 BRYCE RD
CAMP HILL
Clerk .
PA 17 o Qtfnbt;,
_k. ',.. "
Fi\
01-14-2002
OLSON
09-13-2001
21 01-0854
CUMBERLAND
101
'*
REV-1547 EX AFP (12-00>
HAROLD B
Allount Rellitted
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
619,176.67
.00
.00
37,038.97
.00
98.000.00
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 ~
REY=is4-j-ix-AFP-fi'2-:ooi--NCffici--OF-.rtiHiififANCi-yAi-jrpPRAIsii'-ENT~--Ar.i-owAircE-ori------------ - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OLSON HAROLD B FILE NO. 21 01-0854 ACN 101 DATE 01-14-2002
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
7,337.45
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
(8)
754,215.64
.00
(11)
(12)
(13)
(14)
7.337 41i
746,878.19
.00
746,878.19
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. Amount of Line 14 at Spousal rate
16. A.ount 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
(15) .00 X 00 = .00
(16) 746,878.19 X 045 = 33,609.52
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 33,609.52
TAX ~KC.U~I:i:
PAYHENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-20-2001 CDOO0543 1,536.82 29,199.52
PAYMENT MUST BE MADE BY 06-13-2002*. TOTAL TAX CREDIT 30,736.34
BALANCE OF TAX DUE 2,873.18
INTEREST AND PEN. .00
TOTAL DUE 2,873.18
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS ~EFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
.
REV-1470 EX (6-88)
I . INHERITANCE TAX
EXPLANA TION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Harold B. Olson 2101-0854
REVIEWED BY ACN
John Kuchinski 101
ITEM
SCHEDULE NO. EXPLANA liON OF CHANGES
G 1-14 Included on the return per the schedule submitted to the Department.
ROW
Page 1
I 7- g - 'I
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~)~.
~V
REV-liD7 EX iFP el2-00)
DONALD E OLSON
130 BRYCE RD
CAMP HILL
.02 JAN 25
DATE
OT
ESTATE OF
DATE OF DEATH
FILE NUMBER
P 2 :OtfOUNTY
ACN
01-22-2002
OLSON
09-13-2001
21 01-0854
CUMBERLAND
101
HAROLD
B
Recore;::.;'.
Reg1~.;;c'
Allount Rellitted
PA 170~erk.
Glllnbel'ls.;;:]
PA
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, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:i60j-EX--AFP--(i2-:0()r------...--iNHERi~fANCE-TAX-STA-fEMENT-O"F-iccouiif--...---------------------
ESTATE OF OLSON HAROLD B FILE NO.21 01-0854 ACN 101 DATE 01-22-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-14-2002
P R I NC I PAL TAX DUE: ...................................................................................................-....................................................................................................................
33,609.52
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-20-2001 CDOO0543 1,536.82 29,199.52
12-07-2001 CDOO0623 143.66 4,189.50
TOTAL TAX CREDIT 35,069.50
BALANCE OF TAX DUE 1,459.98CR
INTEREST AND PEN. .00
If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1,459.98CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT-- (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
,
....
/T-g-Lj
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG1 PA 17128-0601
Reee!'; -
Rf.~..
tC;.
; ,::.:f
01-31-2002
OLSON
09-13-2001
21 01-0854
CUMBERLAND
101
DONALD E OLSON
130 BRYCE RD
CAMP HILL
~02 FEB 1 3
m 0 :49
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Allount Rellitted
P AGlt11011
Clunbc
C/*
REV-1595 EX AFP elZ-DD)
HAROLD
B
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, subllit the upper portion of this for.. with your tax paYll8nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
i'fv=is93-i3f-AFP--fi'2-:oo-f-----..-iiiHERITAN'ifi-TAx-RECORU-ADJ-USTMENT--..-----------------------------
ESTATE OF OLSON
HAROLD
B FILE NO. 21 01-0854
ACN 101
DATE
01-31-2002
ADJUST"ENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
619,176.67
.00
.00
37,038.97
.00
196,000.00
(8)
9. Funeral Expenses/Adllinistrative Costs/
"iscellaneous Expenses (Schedule H)
Debts/"ortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governllental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
10.
11.
12.
13.
14.
TAX:
15. AlIOunt 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
TAX CREDITS:
(9)
(10)
7,337.45
.00
(11)
(12)
(13)
(14)
(Schedule J)
.OOX 00 =
844.878.19X 045=
.OOX 12 =
.OOX 15 =
(9)
(5)
(6)
(17)
(8)
852,215.64
7,337.45
844,878.19
.00
844,878.19
.00
38.019.52
.00
.00
38.019.52
, ,. II ,..... , KI=l;U,t'1 l+J A"OUNT PAID
DATE ~BER INTEREST/PEN PAID (-)
11-20-2001 CDOO0543 1,536.82 29,199.52
12-07-2001 CDOO0623 220.50 4,189.50
01-17-2002 CDOO0769 .00 2,950.00
TOTAL TAX CREDIT 38.096.34
BALANCE OF TAX DUE 76.82CR
INTEREST AND PEN. .00
TOTAL DUE 76.82CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "'CREDIT"' (CR), YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
II
REV-1470 EX (6-88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2101-0854
101
OLSON, HAROLD B
Bryan Rondon
ITEM
SCHEDULE NO.
G
EXPLANATION OF CHANGES
Another $ 98,000.00 was assessed as gifts on this schedule per instructions followed on
your fax dated 01/28/2002.
Receipt# CD000769 applied to the estate.
ROW
Paqe 1
//-~'l
\v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG1 PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U7 EX AFP 101-02)
.02 f1/W -3 /-\11
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:21 COUNTY
ACN
04-15-2002
OLSON
09-13-2001
21 01-0854
CUMBERLAND
101
HAROLD
B
DONALD E OLSON
130 BRYCE RD
CAMP HILL
Allount Rellitted
PA 17~~;~L__
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, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
HE-V =i6ifj-Ex--AFP--foi-:021-------...--iNirERITANCE--YAX--SyjrfEME-tiY-ifF-AC-Couiff--...---------------- -----
ESTATE OF OLSON HAROLD B FILE NO. 21 01-0854 ACN 101 DATE 04-15-2002
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 PRO~ECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-30-2002
P R I NC I PAL TAX DUE: ...................................................................................................................................................................___....................................___..............
38,019.52
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-20-2001 CDOO0543 1,536.82 29,199.52
12-07-2001 CDOO0623 220.50 4,189.50
01-17-2002 CDOO0769 .00 2,950.00
04-01-2002 REFUND .00 76.82-
TOTAL TAX CREDIT 38,019.52
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. 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 "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
/ (:~i . I ;Pi') - / :!::
"v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-03)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-23-2003
MARTIN
10-03-2000
21 00-0854
CUMBERLAND
101
BLANCHE
A
t1iJC:i'
'03 JUN 30
1\ 8 :00
DONALD BOWEN
PO BOX 416
WORMLEYSBURG
PAl t..oi43
C\HTlb(~; lL<.' <
Amount Remitted
i--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-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTIN BLANCHE A FILE NO. 21 00-0854 ACN 101 DATE 06-23-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
.00
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)
ClO)
.00
.00
CllJ
Cl2)
Cl3)
Cl4)
no
.00
.00
.00
If an assess.ent 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. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
NOTE:
Cl5)
(16)
Cl7)
Cl8)
.00 X
.00 X
.00 X
.00 X
00
045 =
12
15
Cl9)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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'v
STATUS REPORT UNDER RULE 6.12
Name of Decedent:JA~OL1/ B... OLso,.)
Date of Death: 1- 13 - 0'
Will No. 2. 0.0 I - 0 0 8 5' 4-
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 .
Stat~yhether administration of the estate is complete:
YesA' 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 r~esentative 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 s!a}e 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.
Date: '3-'2.2.-D2..
(~ ~.~
Signature
-a ,.) A-l.:P ~ _ 0-s0,J
Name (Please type or print)
I ~o &-'t'ce; Rl'_ G.W\P I-It u-. -rA
Address
~
If'l
\'4
-
:z.=
N
P
"s;.::
I:' :::::
-
,.,,....
.-.......
(111) 131-~ 31~
Tel. No.
Capacity:
'f..
Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
-----
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REV-1500 ~x 16-001
(/
INHE~T~~~ ~A~ ~~URN RLE-NU1~1~11=_~o-i5It
RESIDENT DECEDENT co8vcLE YEAR ~ NUMBER --
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I-
Z
W
C
W
U
w
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITjA1)
OLSON HA/2..0LP
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
'I -I 3 _tJ I :3 _ 2 9 - 0 Z-
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
Ogro - /0
B
CJ 35'0
w
...,
~:!(/)
uO::~
wl1.U
J:oo
uO::...J
11. III
11.
<(
~ 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trusf)
o 10. Spousal Poverty Credit (dafeofdeafh between 12-31-91 and 1-1-95)
I-
Z
W
C
z
o
11.
(/)
W
0::
0::
o
U
FIRM NAME (If Applicable)
I "30 Brz. 'r C-t= t<P.
II VA J70l}
CA-Wl p tT)LL If/+-
TELEPHONE NUMBER
z
o
!;;:
..J
::::)
l-
ii:
<(
u
W
0::
1. Real Estate (Schedule A)
2. Stocks 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
(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 (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
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)
~c
=c =;.
c;;,/9. /7Ca.rJfl
; -
~,. .
~:":)
. ~L USE ONLY---------,
.~~
(1)
(2)
(3)
(4)
(5)
'~.._ I
37')038- 97
,
B
o
N
U1
(6)
-1:::
,"""'"
,- r-'"
(7)
(9)
(10)
(8)
7337.45'
~ 5"f;; 21 S-_~4
1
(11)
(12)
(13)
7 337. 4S:-
{,4-8J87H./9
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
~4-8J 878 - /'1
f
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
1;;(
~
::::)
Q.
:E
o
U
g
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0_ (15)
x .0 ~5 (16)
'2..9,1'1'1..52-
,
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
18. Amount of Line 14 taxable at collateral rate
x .15 (18)
19. Tax Due
(19)
2.<t} 1'11.52-
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
. REV.l51J3 Ex,. (1-97)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FilE NUMBER
HA120LP
B_ OLSON
"7 )<>/0 I.... ';'7/0 I
VALUE AT DATE
OF DEATH
'2..~3B .so
~S7. ~o
11,_So.
G3fo8.CO+
GKCJ Z _ <:,..tf
5'12.1i'7-
5"7.57
USe_ 2+
i "LO,7. 2-+
5"6 (Q 7 . 3C:
l8'o8c.oO
~
106 946. zg
, '2.1; /2 3. 2c.
8"~2. 5"6 'Z .00
~6 :.33.bo
z.. 'j~ 470_ 4.0
.r3"..00
Z12.2 g
4-756.t!'J ~
2.. Zrf.oo
'3 '17 3.(\'0
4~oCj."..a6
18r:kCC.
I OJ ~5:2.QO
476 993.22...
A Ve'. CLD~ING- P~Ic..ES
. All property jointly-owned with right of sUlVivorship must be disclosed on Schedule F.
ITEM
NUMBER
1,
'2.
~-
~-
5"..
~-
7.
5'-
<f.
10.
II..
12.
13.
I+'
i5.
I'.
17.
J 8.
1 ~-
;!.s:J ,
~(.
:z~.
z3.
z.+..
NcJ.
150
48
DESCRIPTION
A'T~T Coep
AT..,..., WuzeLESS; SefZ.V'Ic.ES
AVAYA INc-ot=.f"t.lC:ArE"P
c.. ~ E:otz.p
CINER6'Y CoRP
C.O IJEe, I V :I:,.Jc.aJe.pee....., 1::.1>
Co ,,",SC'l1V ~C CL-ASS 4 ~~Fl:~2Ej)
COf.JScLi PAT'C1> El='1.$O,u rNC
1/Ct-PUI Avro~'TIVc S.,..srefl1S'
e AS',MA,.,) ~oPAfJ-. ContPAJo,/ 'r'
C r;.ECT!Zo,vlC. 04rA S'rS'rEn"l C"I!.p..
E..,..E'-ON CoIZ-Pf>R.ATlotJ
E')4?,-oA/ Mor:>u..E Co~p
GE N=1UltL Mc~' CbJZ.P
GEA/e~AL A1oro~~ CDI!i?P CLAS.s II. NEW
HOAIEt'WEU- XN7E~.AT(CNAL
Lu CE~r 7ECH'^,oI.o61 E.:J 1: ",cC#~p
N Ci< CQ~(;.>RA ,(ON NEW
Nl S OU/z'CE" :r,.;c. "e.p
NI ~'oull.c~ ::rI>JCCFZ.P .;f2.6.o PIZ-EI=E/Z../ZEP
No Fl..rcLF S'oVi?/E~ R4/L-WA't3 ~2.~O p~Fe#.a
P..,eLIC Jirtz.VICE €II,/~JZ.F'~ IS'E
Su178V~r CO#TACT #t"".-3 L T
E~ 1%'0# Q,O""f1V')U NL cA,le N S
"TerrAL.. S-ro c..K , AL.u r:
,0
, 92-
~, ,
2.2
~
'4
/~
;:JS
32.0
1953
2.'17~
faCiO
:2..4<J
9c-4-
/Z8
~
19~
lao
/00
105'4-
500
zag
qJVAN nr'r 6o/'-J
io, 000
'S; coO
IS-I, 184-
70,000
10)000
~o 000
,
IO} 000
4..0,000
10100e:)
(Joe
AL1-.EGilEN'r PA Sew'Ef' ~.$O % IZ/O',/I~
!JI.IC 14.5' ~ W ATeJe J. S~w~te. G..So ~ I Z/CH /12-
FN/I1A tlFb7879 9_7s,70 Io./e/;;'
GNMA -# /SIIK' 8.00% 5'/15/17
IIEr;1Pr/ELP FA S:J2.S~ /0/15;;0 laz,.
LAC.~,AWAN/JA PA '-'.I5?o 4-/01/05 /d/./
r?^,,,,S8ut<~ PA .scHooL Dt~e:r ;.5(;.% OJ;Jsj,z /CQ.S:
PA ~T SelZle~ A s:oo~ O'7/0'/~ JOO]
PA S'T HErA 7.05% I/%ill' 10(5<;
us r~EMu[z''i N()7'E 5"_So % 02./1:5/03' /o~3
lor... L- BON]:> V A LU E
10)018.00
is, 5' S-&J. 5'0
i3ct4..8q
3,57- IS
I 0, 2.....4~oo
20 234.00
I
10 050..00
l
4a ~oc.oo
I
lO~ IS?:J .00
21) 0"7" .00
1 4"2~ 18.3 _-4.s"
TOTAL (Also enter on line 2, Recapitulation) $ ~ 19) 17'.1.0 7
(If more space is needed, insert additional sheets of the same size)
REV~1508 EX,' (1~97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
(-LAi<-OLP B. 0 WON
FILE NUMBER
Include the proceeds of IiUgaUon 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
'57) 0-08. 97
Mo,JE.~ fV1Ae.~T
TOTAL(Alsoenteronline5,Recapitulation) $ '31, o'3~. 97
(If more space is needed, insert additional sheets of the same size)
REV~1511 EX+ (12-99) .
Sl;\~f'~.'..
'.~~
ESTATE OF
iTEM
NUMBER
A.
B.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HAf!..OLP 5~OLSON
FILE NUMBER
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
MEC.# A/t./ ICS e V J!.. Gee /Y7EF/AIZ. 'r' Ass (.) CIA rlO"'/
G,N G ~1c:..J-I MeN'! o/Z.IAL $
I<. O'rH efZMt:L'S FLL:>/iZ.l~T
MALPEZZ-I FVJ./cI<AL I-IOMC
FVNc!Z.A-L GA-f}fE:fZJI\JG
11, sse-e=L-LA/\/couS
32-~_-OC
75_00
J 0 ~_oo
14 10..00
goz_ 92
50_00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City ___
State ____ Zip
Year(s) Commission Paid:
2.
Attorney Fees
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
"38'7 t . ,",0
J:33- <13
fa3...D 0
5"00-00
7.
1'1 E.:>S I A /.I Vi LL-AG-c
PilAR- (\//EfZ..,cA
fV!OVING EXPC-NSE'S
lOW^' .t- Cou ,...lTfZ-" /3APTl ST CH-U~ Qf-/
TOTAL (Also enter on line 9, Recapitulation) $ 7337- 4S
(if more space is needed, insert additional sheets of the same size)
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
6? OLSON
L_ OLSo,J
0. 1/c1?otJ't7C
REV;1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
\-1 A R 0 L-p
NUMBER
I
1.
l)OrJAL-1'
1'<...0 s S' e:LL-
13 ~BkR A
SCHEDULE J
BENEFICIARIES
B- OLSo";
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
50...1
:30,..1
V/tU G 1+ I I::::. ,z..
AMOUNT OR SHARE
OF ESTATE
'/~
, I~
J I~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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.
1.
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)