HomeMy WebLinkAbout01-0950
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of C fJ r \ W, [to \. L S r No. .;2 ,- D 1- q 50
also known as To:
Register of Wills for the J
' Deceased. County of ~ (>) bE', I ~ IV _ in the
Social Security No. ) '/ Z- '- D i -..5' o\c L- Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that: .
Your petitioner(s), who is/are 18 years of age or older gl}..the executNic. n \~Cl: ~(,J named
in the last will of the above decedent, dated / () . )' . 1 Y , 19~
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in c... l.l tl'- 'D r r) ~ c.\ County, Pennsylvania, with
h ) S. last family or principal residence at L' w t r ...., C(;.~ t:.. .
f'(l &. c.. H A .u I c:- ~ h r G I i-J ,<J n--, 'YIG t.:J ,l'('
(list street, number and muncipality)
De'1end nt, then 8' 3 yea!]..Of age, died 0 <:.:-\-, l , .~ 2 c.:.o i ,
at '-f L l.O ~~ 0 Cev.,. \ m C .qYl'""> 'VIO rC T~0 .
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:
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:
oj 1 0 D 0 6 <. ')
i
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(~ the probate of the last will and codicil(s)
presented herewith and the grant of letters -T 2:,..:3 TA rn C .;" A r 'j
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TH OF PENNSYL VANIA l.. ss
COUNTY OF CUMBERLAND 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.
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affirmed and
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1'1- 14 -(g
No. 21 - 01 - 950
Estate of
CARL W COPE SR
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 15-, ___ __ . _ _ _ X~_ 200.1. in consideration c . ",~ [.c;'j,y' ')ll
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated OCTOBER 8. 1998
described therein be admitted to probate and filed of record as the last will of
CARL W COPE SR
and Letters TESTAMENTARY
are hereby granted to ALICE C THORNE
MARY CLEWIS
FEES
Probate, Letters, Etc. ......... S 115.00
Short Certificates(3) . . . . . . . . .. S q nn
Renunciation ................ S
X-Pages S 6.00
JCP TOTAL _ S 135:Sr
Filed ..... .q~T9.~~~. ) .5.,. . ?99.1. . . . . . . . . . .
A TIORNEY (Sup. C. l.D. :'-/0.)
ADDRESS
PHONE
Mailed letters to Executrix on 10-15-01
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LAST WILL AND TESTAMENT
OF
CARL W. COPE. SR.
I, CARL W. COPE, Sr., of Upper Allen Tmmship, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament, hereby re~voking and making
void any and all wills by me at any time herE~tofore made.
1. I direct that all my debts and funeral expenses be paid
as soon as practical after my death by my EXE~cutrix hereinafter
named.
I direct that all taxes that may be assessed as a
consequence of my death shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
2. I give and bequeath to my son, CARL W. COPE, JR., the
sum of Ten Thousand ($10,000.00) Dollars, my 270 rifle and my 20
gage over and under shotgun, which two guns have been gifts by
him to me.
3. I give and bequeath to my daughter, LINDA C. BREACH, the
sum of One Thousand ($1,000.00) Dollars.
4. I give and bequeath to my granddaughter, KELLI SUE
THORNE, the sum of Five Thousand ($5,000.00) Dollars.
5. I give and bequeath to my grandson, ]~ICHAEL THORNE, the
sum of Five Thousand ($5,000.00) Dollars, all of my fiShing
LAW OFFICES
equipment and all guns other than the two specifically identified
SNELBAKER.
BRENNEMAN
& SPARE
in Paragraph 2 of this my Last Will and Testament.
6. All the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate,
I give, devise and bequeath to my daughter, j\LICE C. THORNE.
7. I hereby nominate, constitute and appoint my daughter,
ALICE C. THORNE, as Executrix of this my Last Will and Testament
and I further direct that my Executrix shall not be required to
post bond to secure the faithful performance of her duties in the
Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament written on tvlO (2) pages this 8th
day of October, 1998.
~A/,~QSEAL)
Carl W. Cop Sr.
Signed, sealed, published and declared by CARL W. COPE, SR.,
the Testator above named, as and for his Last Will and Testament,
in our presence, who, in his presence, at his request, and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
r\~ttu~
(SEAL)
/ tL1:/(Jv...- ;(. W1-' SEAL)
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
.
COMMONWEALTH OF PENNSYLVANIA)
COUNTY
SS.
OF
CUMBERLAND)
We, CARL W. COPE, SR., KEITH O. BRENNE~~, ESQUIRE and SUSAN
L. ZYCH, the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoinq 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 witne~sses, in the
presence and hearing of the Testator, signed the Will as witness
and that to the best of his or her knowledge the Testator was at
that time eighteen years of age or older, of sound mind and under
no constraint or undue influence.
~,jl/ '
. /~ Testa'Eor
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Wi 1tness
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m.1:ne
Subscribed, sworn to and acknowledged before me by CARL W. COPE,
SR., Testator, and subscribed and sworn to before me by KEITH O.
BRENNEMAN, ESQUIRE and SUSAN L. ZYCH, witnesse~s, this 8th day of
October, 1998.
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'''Olanal Seal
Chnstme M White Nota Pub,.
MeChanlcsburg 80ro. CumbeZnd ~
My CommIssion ExpIres Sept 17 2001
Member. Pennsylvania Association Of Notaries
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
CP-r- \ W
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Name of Decedent:
Will No. ~ D 0 J - (; 0 i J U
Admin. No.
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To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court lq.lles ~s .'
served on or mailed to the following beneficiaries of the above-captioned estate on b c.+ . j S tf... L~ "') I
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Name
Address
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
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Capacity: V" Personal Representative
_Counsel for personal representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
THORNE ALICE C
326 DORWART CIRCLE
ETTERS, PA 17319
-------- fold
ESTATE INFORMATION: SSN: 172-01-5062
FILE NUMBER: 2101-0950
DECEDENT NAME: COPE CARL W SR
DATE OF PAYMENT: OS/24/2002
POSTMARK DATE: OS/21/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 10/06/2001
NO. CD 001209
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,631.92
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TOTAL AMOUNT PAID:
REMARKS: ALICE THORNE
CHECK# 98
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$2,631.92
MARY C. LEWIS
REGISTER OF WILLS
REV.1S00 EX (6.00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
W
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INHERITANCE TAX RETURN FILE NUMBER
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RESIDENT DECEDENT COUNTY CODE YEAR
.....
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C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C. .p <Z I l0 C t.Jf[ S R.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
J0'('\~ -0\ 12-2-\.\7
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
_ _ ~(L
NUMBER
SOCIAL SECURITY NUMBER
J7::)' -C.i I
06J..L
~iginal Return
D 4. Limited Estate
D 6. Decedent Died Testate (Atlach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy oj Trust)
D 10. Spousal Poverty Credit (date 01 dealh between 12-31-91 and 1-1-95)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of dealh prior 10 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
3~ to YC( w AQ\ C\e.C \['
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NAME
Pr \ ~ c 1: --t./}'() r tJ s:
FIRM NAME (If Applicable)
TELEPHONE NUMBE7 J 7 53 g 5" J 71'
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OFFICIAL USE ONLY
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
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(8)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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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)
(9)
(10)
0;2C)2J.r:J
/-4 /3. /'-{
(11)
(12)
(13)
/t) ~7o?t/O
\~s 1 <I Y7 {/iJ
(6)
(7)
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(I.2)
,-5 'l .L../ '17 - Cu
x .0_ (15)
x if S' (16)
x .12 (17)
x .15 (18)
(19)
(14)
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16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
db3L9.1
d. ~J J Jj 2-
REV-150B EX . (1-97)
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
C cY? [ S{""
FILE NUMBER
.;zo (j I
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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.
00900
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
C.prL
"
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ITEM
NUMBER
1.
:J
DESCRIPTION
~ DO \ C 'hev.<SJ ~ .\~'^ e.~
19 t () rQ\ ~6 I 11- C No)7'L r.
3
A 11 ~ \-'Q ~'\bA '" K- ~ 'hec \' 10u'k
(Y\o,,/ )r-,A tEt
VALUE AT DATE
OF DEATH
'7 2..- (j(), 0 U
~SOO.O 0
9 fJ 6. {; 0
'-19 b81. C/u
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$~9)9Lj'~
'7
REV-1511 EX+ (12-99) I',
..9ril~
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FilE NUMBER
ESTATE OF
CAQ.L
ITEM
NUMBER
A.
d.
J-
4.
~
G.
w. Co7c
sr.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
1
FUNERALEXPENSES~
I() ~ l L\..s t- Vv t-.J. No ~ g
0\.A.-" '\ - ~""'\-(-\- :\-it: _~o3('00t ~
''tuc D- CO I A; ~
f \ tl w r ( SA N. e _ u L )) IU v:,N C f 1 b i \ ,~ +
~ _ ~ /I ---, r- . N A Tn r. - 'K CJl'\" '"2> 22 ~ ~ (" .$
5-\di0L - Vro L.
L(), \ \ 'Yrtt'oA-\ C
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
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
7.
~(JO J 609J'''u
AMOUNT
'7 J. ~ 9. uo
;<;5-'.32,
J '/,f,(iO
39$.00
J 94.S0
1 <-f 4. U D
TOTAL (Also enter on line 9, Recapitulation) $ 9 d 93 f:;
(If more space is needed, insert additional sheets of the same size)
REV-1sn EX" (1-97}
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
C~lZ..l
u..) c... 0 '( L
s ('.
FILE NUMBER
~OO/, oo9~U
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
PiS c..~0r ('
.?f-t.f,
Jl ~. u.., .~ f J\
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(~
Wt~'\,
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AMOUNT
/13"
.2 2 7. '-/9
q :J(j -
let ,73
Jr y~
DESCRIPTION
3Q Jo.,30
:3u.9o
..-- . l YJJ.It!
TOTAL (Also enter on line 10, Recapitulation) $ 14 I J. r.(!
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
~01lAMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CAr \ W
L<..or Sf,
FILE NUMBER
NUMBER
I
0.
1.
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
C A Q. L 1.0 c- c {) t ~ ( , - E,7A)1)1 F l.
- I
L) ,JS)A~~(-)C\-} '(uS A uLt ~ Qv..Pt rl,a,vf1 (f
St-,
N~b,
AMOUNT OR SHARE
OF ESTATE
I 0 tJ OOf 00
I
/ 000,00
I
.s () () o. CJu
I
5' 0 00. 0 0
I
37 -<!YZClU
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
J.
3.
w'l ) AND-- 67 ~("(~c;<.
L f' f'f\ t)', ,..J L I vA
fY\ \ e. h AJ:. \ ~\Jl ~ l> 02 ~_--=Vo( wprtt- 0~
E-rn ~ S lOll
t<~LL\
4.
A \~ C~ -Y~<:.l { r0 c.. -
.'
3 2 ~ 0(lfW~r C\.
e-rtl~ ~,(]D .
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)
1/- /,y-'- &
~ BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-01-2002
COPE
10-06-2001
21 01-0950
CUMBERLAND
101
ALICE THORNE
326 DORWART CIR
ETTERS
PA 17\:319
, ~,
~.ll
REY-1547 EX AFP IDl-Dll
CARL
W
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
69,194.00
.00
.00
(8)
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 ~
ifiV': iS4i-EX-AFP-COY:02Y-NCiT"icE--OF-YNHEifiTANCE-TAX-APPRAiSEifiNY-,--ALi-oWANCE-OR'------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COPE CARL W FILE NO. 21 01-0950 ACN 101 DATE 07-01-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. "ortgages/Notes Receivable (Schedule D)
s. Cash/Bank Deposits/"isc. 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/"isc. Expenses (Schedule H)
10. Debts/"ortgage 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)
(10)
9,293.82
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
69,194.00
10.707 00
58,487.00
.00
58,487.00
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 (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
58,487.00 X 045 = 2,631.92
.00 X 12 = .00
.00 X 15 = .00
(19)= 2,631.92
1.413.14
(11)
(12)
(13)
(14)
"' ,,~~~~. l+J A"OUNT PAID
DATE NU"BER INTEREST/PEN PAID (-)
05-21-2002 CD001209 .00 2,631.92
TOTAL TAX CREDIT 2,631.92
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 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.)
RESERYATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B [collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B [collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. [72 P.S.
Section 9140).
PAYMENT:
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND [CR):
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" [REY-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 [TT only).
OBJECTIONS:
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax [including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
ADMIN-
ISTRATIYE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" [REY-1501) for an explanation of administrativelY correctable errors.
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent [5%) discount of
the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as YOU would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one [1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six [6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 n .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 n .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
~
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Date of Death:
STATUS REPORT UNDER RULE 6.12
c:.. fJ r \ . \0. C 0 ~ 2. Sf .
\
Dc\-- l.o Lt 0 \
Admin. No.: ~Oo i - Ou 9~0
Name of Decedent:
Will 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 whether administration of the estate is complete:
Yes Gt No 0
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~r5Sentative 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 ~~ntative state an account informally to the parties
in interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: tllloJ ~~_/~
Signature
A \."" t.. ~ -,1-"6 ( (0 L
/
Name
f""'.\
,3 2 ~('--D() ( \,U ,,~~ \ L\. CJ
Address 61\ <(~ ~ S (J
11/- 93',\6Y7C] '\731)
Telephone No.
Capacity: ~sonal Representative
o Counsel for personal representative