HomeMy WebLinkAbout01-1186
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PETITION FOR PROBATE and GRANT OF LETTERS
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To:
21-01-1186
Register of Wills for the
. necea~ed. County of CUMBERLAND in the
Social Security No. l <; "~- "- 0 - <"6'"" .Iof- 'L. t\-- 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 exrcut C)
in the last will of the above decedent, dated C. ':;..- q,
and codicil(s) dated ~ \ .,.. J ~-
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death inC-.--.~ ~ 'ot. J-.-\... .:'-~ /\._ County, P~lvania, with
h cJ ~ last family or principal residence at '\.\2 ~,"'- '"'-'- ~ \~......... ~ \. \ D!' ...::...
(list street, number and muncipality)
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D~cendynt, then '\ 'l/ s of age, d. ied l4-\: ..",,,=- ~
at \--\61\., ,. ',~''''"i:- ........ );;":->',~.~
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will ffered for probate; was not the victim of a killing and was never adjudicated
incompetent: ,,' -
Decendent at death owned property with estimated values as follows: \ 0 d l D (? 2.::, 0(<-<.. ~
(If domiciled in Pa.) All personal property $ , '1:3~".~-~U
(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:
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WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEA!--T. H O~ PEl'\NSYLVANIA ~ ss
COUNTY O~--.'-<.~_'.::.~\~\t"--.,,. J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of [he 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.
Sworn to or affirmed and
before me this 28th
\. DECEMBAR
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No. 21-01-1186
Estate of
GRAYCE R GLUSCO
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
,c...ND NO\\'
DECEM~IDL.JJJ.- .- .--
_x~200l. ,Il cl>:::oiu'.:f,-U\Un ..
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the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JUNE 3. 1997
described therein be admitted to probate and filed of record as the last will of
GRAYCE R GLUSCO
TESTAMENTARY
HARRY L BR T CKER. .TR
and Letters
are hereby granted to
FEES
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A TIOR0IEY (Sup. C:. J.D. 010.)
Probate, Letters, Etc. .........
Short Certificates( )..........
~~~R~i~tion .............,..
JCP
$ 200.00
S 9.00
$ 9.00
5.00
$ 'J.OO
TOTAL _ $ 228.00
. . . . ~ 2:-.2.8-: 20.0.1. . . . . . . . . . . . . . . . . . . .
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ADDRESS
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,]!S ] S to certi fy that the information here given is correctly copied from an original certificate of death dul~ filed with
Local Registrar.. The original certificate will be forwarded to the State Vital Records Office for permanent fillllg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
Fcc for this certificate, $2.00
No.
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Date
21-01-1186
j 43 A..... 2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DeCEOENT (flrSl. Mldale. la&l)
5. 7S
COUNTY OF llEArH
8IRTHPLACC tCoty...-4 PlACE OF O€ATH IC"'eclc only llPe __ '>e8 to:>lfUCI/Q(l:J on QIt\e, 9t08)
Stale 0. fcre.gn COUnf'YJ HOSPITAL: _
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FACllfTV NAME (It nolIOSNlJtl()f'l. gIve S1'eeI and numbe"
SEX
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STAlE ~IlE NUMBER
SOCIAL SECURITY NUMBER
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IME OF DEATH
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27. MAT I: Ent... rhe diM..... injuries Of' complication. which caused lhe death. 00 nol
l* onty COlI cause on each line.
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~ CASE REFERRED TO MEDICAl EXAMINERJCORONER?
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DUE It)(ORASA CONSEOUENCE OF),
at.
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PART II:
Othe, signiflcanc condiIM:>>na amIIibuting 10 death. but
not relUling in.,.. undeJtytng caUN given in PART I.
b.
DUE 10lQR AS A CONSEOUENCE OF).
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WERE AUlOPSY FINDINGS
A\AIl.A81E PRIOR 10
COMPlETION OF CAUSE
OF DEATH?
~EA OF DeATH
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DATE OF INJURY
IMonlh. Day. Year)
T1UE OF INJURY
INJURY AT 'NOAK7 DESCRIBE HOW INJURY OCCURRED.
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Homic-ide
Pending kweatigahon
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o ~CE OF 'NJURY . Alllomo. ta.m~;.... lacto<y. olfic:.
building. etc. ISpec,r."
300.
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CERTlFlEfllCheck only onel
.CERTIfYING PHYSICIAN (PhYSC.afl Cetllfytng cause cJ death when anaher phVSlCINl has pronounced dealh ana compleled Item 231
To lite bnl O'lI'lr knowledge, de.th OCCunwd due to the C.UM(I).nd manner a. llallKll. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Could nor be del.rmW\ed
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lOCRION (Sir... CrylTown. Stale)
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.PRONoUNCING AND CERTIFYING PHYSICIAN (Phys.c..an boIh j.)l'onouOCtng death and cer1l4YlIlg 10 cause 01 llealM
To the beet 01 mr knowledglt. death OCC'H1ltd at IN time, date. and place, .net due 10 the cause(a).nd manne,.. .t.led
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.UEDICAL EXAMINER/CORONER
On 'he bul. 0' '..mln"'on 'nd!o< in...llga'ion. In my opinion. d..'h oCcuned a' 'heUme. do'.. and place. and duo 10 'he c,u"C.) .nd
m.nn.'.....'od.............................................. . --.....................................
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LAST WILL AND TESTAMENT
OF
GRA VCE R. GLUSCO
I, GRA VCE R. GLUSCO, an adult individual of the Borough of Camp Hill, County
of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this to be my Last Will and
Testament, hereby revoking and making void any and all Wills or testamentary writings
by me at any time heretofore made.
FIRST:
I direct that all my debts, funeral expenses, and inheritance taxes be
paid by my personal representative, hereinafter named, as soon after my death as may
be practicable.
SECOND: I give, devise, and bequeath all the rest, residue, and remainder of
my Estate, be it real, personal, and mixed, of whatever nature and wheresoever the same
may be situate to my daughter, Lynn M. Glusco-Balas, also known as Mrs. Frederick
Balas, who currently resides at 34 JB Drive, Marstons Mills, Massachusetts 02648.
THIRD:
If the said Lynn M. Glusco-Balas predeceases me or is not living at
my death, I give, devise, and bequeath all the rest, residue, and remainder of my Estate,
be it real, personal, and mixed, of whatever nature and wheresoever the same may be
situate to my daughter's children, if any there be living at my death.
FOURTH: If the said Lynn M. Glusco-Balas predeceases me or is not living at
my death, and if my daughter's children, if any there be, predecease me or are not living
at my death, I give, devise, and bequeath all the rest, residue, and remainder of my
Estate, be it real, personal, and mixed, of whatever nature and wheresoever the same
may be situate to my son-in-law, Frederick Balas, who currently resides at 34 JB Drive,
Marstons Mills, Massachusetts 02648.
FIFTH:
If the said Lynn M. Glusco-Balas, her children, if any there be, and
my son-in-law, Frederick Balas, predecease me or are not living at my death, I give,
devise, and bequeath all the rest residue, and remainder of my Estate, be it real,
personal, and mixed, of whatever nature and wheresoever the same may be situate to
the Eastern Paralyzed Veterans Association presently situate at 7 Mill Brook Road,
Wilton, New Hampshire 03086-0928.
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SIXTH:
I hereby nominate, constitute, and appoint my daughter, Lynn M.
Glusco-Balas, and Harry L. Bricker, Jr. of Harrisburg, Pennsylvania to serve as co-
executors of this, my Last Will and Testament. Should either fail to qualify or cease to
act as executor, I hereby nominate, constitute and appoint the other as sole executor.
I further direct that the personal representatives shall serve without bond. Said personal
representatives shall have the power to discharge all the debts, liens and encumbrances
upon my Estate, as well as any taxes thereon, to pay for the cost of the final disposition
of my remains and final illness, if any, to receive any and all commissions and other
compensation for services rendered by me during my lifetime, and to perform any and all
fiduciary duties authorized by statute. Further, I direct my personal representatives to
preserve my Estate and any instructions pertaining to the distribution of the same from
any attachmont or anticipation while in the hands of my personal representatives, it being
my express intent that all legacies shall be free from any attachment or anticipation while
in the hands of the accountant for my Estate.
SEVENTH: I hereby direct that all taxes attributable to the passing of any assets
by means of this Will or otherwise, or that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from the residuary
of my estate as a part of the expense of the administration of my estate.
IN WITNESS WHEREOF, I, GRA YCE R. GLUSCO, have signed, sealed,
published and declared this to be my Last Will and Testament, consisting of this and two
(2) additional pages, in the margin of each of which I have also set my hand for greater
security and better identification this
-.1,nJ/ day of_ ~"D~ , 1997.
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GrayceJX. Glus 0
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The preceding instrument, consisting of this and two (2) other typewritten pages,
each identified by the signature of the Testatrix, was on the day and date hereof signed,
sealed, published and declared by GRA YCE R. GLUSCO, Testatrix herein named as and
for her Last Will, in the presence of us, who at her request, in her presence and in the
presence of l3ach other have hereunto subscribed our names as witnesses hereto. We
further certify that at the time of the execution hereof, the said GRA YCE R. GLUSCO
was of sound and disposing mind, memory and understanding.
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
I, GRA VCE R. GlUSCO, Testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my Last Will and Testament; that I signed
it willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirm~.d to and aCIs-~owledged before me by GRA VCE R. GlUSCO, the
Testatrix, this ,:;(1 .1. ~ day of 't~IL/YL..z, , 1997.
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COMMONWEALTH OF PENNSYLVANIA
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Mycommission ex ires: v,/ 't/f ~
(SEAL) Notarial Seal
Agnes G. Nichici. Notary Public
Harnsburg. Dauphin County
My Commission Expires June 19,1998
S S: Member, Pennsylvania AsGociation of Notaries
COUNTY OF CUMBERLAND
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andl'l~hl{L ( i -1.)(1(,' ,
the witnesse's hose name re signed to e atfached(or foregoing instrument, being
duly qualified according to law, do depose a say that we were present and saw
GRA VCE R. GlUSCO, Testatrix, sign and execute the instrument as her Last Will and
Testament; that GRA VCE R. GlUSCO signed willingly, and that she executed it as her
free and voluntary act for the purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses; and that to the best of our
knowledge, the Testatrix was at that time 18 or more years of age, of sound mind, and
under no constraint or undue influence.
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S~orn t? an.p subscribed )e",fore me
thiS '~." i.J. day of ( .~ v'-c-
1997.
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My c;-6mmission expires: !.~ l'f il Y
(SEAL)
Notarial Seal
Agnes G. Nichici, Notary Public
Harrisburg, Dauphin County
My Commission Expires June 19,1998
Member, Pennsylvania Association of Notaries
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Register of Wills of Daupl.iR County, Pennsylvania
RENUNCIATION
Estate of G- t- (., ,\C ~
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21-01-1186
also known as
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. Deceased
The undersigned, ;
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of
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters jP.;;f j,m-e n-/a-!:.J
be issued to jj AIG/ZY L, 1312/c /C&~:::JfC.
Witness "'--.. ...
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hand this -L... \ day o~:-::e_<: .z.....--. ~~11P:-. ~ c, ,~ \
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Sworn to or affirmed and subscribed
before me this ~ ! day of
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CSlUflllltJl. ..-.d .ellll 01 NOla'y Of n'he, olhr.""
NOTE: RenunciatIOns executed outSide the Offlc" of ReYlster of
Wills are'Jequlred in sonH~ cuuntles tv be nutctrlzed.
I~UNllltld to IIdn.ni.'.' nalh. Show doltltr III
eXf-:"u"" . NOTARiAL SEAL -1
.. AGNE.S G. ~JiCHICI, Notary PucHe .
, H,misrlufg, Dauphin Gounty ~
I My Commlssion Expires June .; g, 2[,02 'jl
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Member, Pennsylvania Association of i'JeQIii:ls
RW-13 (Rvsd 9/92)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Grayce R. Glusco
Date of Death:
12/19/01
No. 21-01-1186
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
January 3, 2002:
Name
Mrs. Lynn M. Glusco-Balas
Address
34 J B Drive. Marstons Mills. Massachusetts 02648
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
No Exceptions
Date: \ - 3 ,- 0 ',--
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Harry L. BriQk.er,"..Ji~quire
407 N~ront Street
Harrisburg, PA 17101
(717) 233-2555
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Capacity:
X Personal representative
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X Counsel for personal
representative
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Grayce R. Glusco
Date of Death:
December 19. 2001
No. 21-01-1186
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 af the estate is complete:
Yes_ No X
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:_Approximately within one year
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes__ No._._
b. The separate Orphans' Court No. (if any) for the personal representative's
account IS:
c. Did the personal representative state an account informally to the parties in
interest? Yes_ No_
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
M
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Harry ~. 8rtcKer,-jr.,Es~ire '
407 North Front Street
Harrisburg, PA 17101
(717) 233-2555
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HARRY L. BR:H:~KER, JR.
ATTORNEY AT LAW
407 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA
17101-1296
AREA CODE 717
233-2555
FAX 233- 8555
n02
May 14, 2002
',t.
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Grayce R. Glusco, Deceased
Date of Death - December 19,2001
Social Security No. - 193-12-8424
Tax I.D. No. - 26-6001526
Estate No. - 2001-01186
Gentlemen:
Enclosed are four (4) signed original Pennsylvania Inheritance Tax Returns
concerning the above captioned estate and two (2) signed original Inventories. We have
enclosed a check payable to you as Agent in the amount of $3,584.58 for tax due and a
check in the amount of $25.00 for the filing fee.
Please return two (2) stamped in copies of the Tax Return to me and in this regard,
I have enclosed a self-addressed, stamped envelope.
Thank you for your help.
HLB, JrJbld
Enclosures
Very truly yours,
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LAST WILL AND TESTAMENT
OF
GRA VCE R. GLUSCO
I, GRA VCE R. GLUSCO, an adult individual of the Borough of Camp Hill, County
of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind,
memory and understanding, do make, publish and declare this to be my Last Will and
Testament, hereby revoking and making void any and all Wills or testamentary writings
by me at any time heretofore made.
FIRST:
I direct that all my debts, funeral expenses, and inheritance taxes be
paid by my personal representative, hereinafter named, as soon after my death as may
be practicable.
SECOND: I give, devise, and bequeath all the rest, residue, and remainder of
my Estate, be it real, personal, and mixed, of whatever nature and wheresoever the same
may be situate to my daughter, Lynn M. Glusco-Balas, also known as Mrs. Frederick
Balas, who currently resides at 34 JB Drive, Marstons Mills, Massachusetts 02648.
THIRD:
If the said Lynn M. Glusco-Balas predeceases me or is not living at
my death, I give, devise, and bequeath all the rest, residue, and remainder of my Estate,
be it real, personal, and mixed, of whatever nature and wheresoever the same may be
situate to my daughter's children, if any there be living at my death.
FOURTH: If the said Lynn M. Glusco-Balas predeceases me or is not living at
my death, and if my daughter's children, if any there be. predecease me or are not living
at my death, I give, devise, and bequeath all the rest, residue, and remainder of my
Estate, be it real, personal, and mixed, of whatever nature and wheresoever the same
may be situate to my son-in-law, Frederick Balas, who currently resides at 34 JB Drive,
Marstons Mills. Massachusetts 02648.
FIFTH:
If the said Lynn M. Glusco-Balas, her children, if any there be, and
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SIXTH:
I hereby nominate, constitute, and appoint my daughter, Lynn M.
Glusco-Balas, and Harry L. Bricker, Jr. of Harrisburg, Pennsylvania to serve as co-
executors of this, my Last Will and Testament. Should either fail to qualify or cease to
act as executor, I hereby nominate, constitute and appoint the other as sole executor.
I further direct that the personal representatives shall serve without bond. Said personal
representatives shall have the power to discharge all the debts, liens and encumbrances
upon my Estate, as well as any taxes thereon, to pay for the cost of the final disposition
of my remains and final illness, if any, to receive any and all commissions and other
compensation for services rendered by me during my lifetime, and to perform any and all
fiduciary duties authorized by statute. Further, I direct my personal representatives to
preserve my Estate and any instructions pertaining to the distribution of the same from
any attachment or anticipation while in the hands of my personal representatives, it being
my express intent that all legacies shall be free from any attachment or anticipation while
in the hands of the accountant for my Estate.
SEVENTH: 1 hereby direct that all taxes attributable to the passing of any assets
by means of this Will or otherwise, or that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be paid from the residuary
of my estate as a part of the expense of the administration of my estate.
IN WITNESS WHEREOF, I, GRAYCE R. GLUSCO, have signed, sealed,
published and declared this to be my Last Will and Testament, consisting of this and two
(2) additional pages, in the margin of each of which I have also set my hand for greater
security and better identification this.
3~ daYOfr..L
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Grayce . Glus 0
,1997.
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The preceding instrument, consisting of this and two (2) other typewritten pages,
each identified by the signature of the Testatrix, was on the day and date hereof signed,
sealed, published and declared by GRA YCE R. GLUSCO, Testatrix herein named as and
for her Last Will, in the presence of us, who at her request, in her presence and in the
presence of each other have hereunto subscribed our names as witnesses hereto. We
further certify that at the time of the execution hereof, the said GRA YCE R. GLUSCO
was of sound and disposing mind, memory and understanding.
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
I, GRA YCE R. GLUSCO, Testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my Last Will and Testament; that I signed
it willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirm9.d to and aCIs-~owledged before me by GRA YCE R. GLUSCO, the
Testatrix, this .'1." ~ day of ~~L ' , 1997.
,'/
COMMONWEALTH OF PENNSYLVANIA
N~;~L~b(;~ )"/~)((((' '....
My commission ex ires: <//.;1;'1' ~ .
(SEAL) Notarial Seai
Agnes G. Nichici, Notary Public
Harnsburg, Dauphin County
My Commission Expires June 19, 1998
S S: Member, Pennsylvania Association of Notaries
COUNTY OF CUMBERLAND
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and/d4') </i~ '- { .... f -t.:/'/~- t ,
the witnesses hose na s re signed to e attached(or foregoing instrument, being
duly qualified according to law, do depose a say that we were present and saw
GRA YCE R. GLUSCO, Testatrix, sign and execute the instrument as her Last Will and
Testament; that GRAYCE R. GLUSCO signed willingly, and that she executed it as her
free and voluntary act for the purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses; and that to the best of our
knowledge, the Testatrix was at that time 18 or more years of age, of sound mind, and
under no constraint or undue influence.
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S~orn .~? ~~p subscribed )e..fore me
thiS ,cf.k day of . _"., LC_
1997.
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--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Grayce R. Glusco
Date of Death:
12/19/01
No. 21-01-1186
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
January 3, 2002:
Name
Mrs. Lynn M. Glusco-Balas
Address
34 J B Drive. Marstons Mills. Massachusetts 02648
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
No Exceptions
Date: \ ~ :3 ,- 0 '-z..--
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Harry L. BriQker-1"Jr~quire
407 N@ffFiFront Street
Harrisburg, PA 17101
(717) 233-2555
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X Personal representative
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HARRY L. BRICKER, JR.
ATTORNEY AT LAW
407 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA
17101-1296
AREA CODE 717
233-2555
May 14, 2002
Tl2
\,. -
FAX 233- 8555
:':t,
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Grayce R. Glusco, Deceased
Date of Death - December 19,2001
Social Security No. - 193-12-8424
Tax I.D. No. - 26-6001526
Estate No. - 2001-01186
Gentlemen:
Enclosed are four (4) signed original Pennsylvania Inheritance Tax Returns
concerning the above captioned estate and two (2) signed original Inventories. We have
enclosed a check payable to you as Agent in the amount of $3,584.58 for tax due and a
check in the amount of $25.00 for the filing fee.
Please return two (2) stamped in copies of the Tax Return to me and in this regard,
I have enclosed a self-addressed, stamped envelope.
Thank you for your help.
Very truly yours, '
HLB, JrJbld
Enclosures
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cc: Mr. & Mrs. Frederick Balas
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
BRICKER HARRY L JR
407 NORTH FRONT STREET
HARRISBURG, PA 17101
-------- fold
EST A TE INFORMATION: SSN: 193-12-8424
FILE NUMBER: 2101-1186
DECEDENT NAME: GLUSCO GRA YCE R
DATE OF PAYMENT: 05/16/2002
POSTMARK DATE: 05/1 5/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 12/19/2001
NO. CD 001181
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
I 101 I $3/584.58
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$3/584.58
REMARKS: HARRY L BRICKER JR ESQUIRE
CHECK# 110
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
\..
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
L
j
ss:
I, Harry L. Bricker, Jr.
sworn I am the
being duly according to law, deposes and says that ~
Executor f h Es f Grayce R, Glusco
o t e tate 0
East Pennsboro Township bid
late of ---------------------- , Cum er an County, Pa., deceased and that the
within is an inventory made by me _, the said Executor
of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death. ~~.~~ =? ~.
A/(/\~A/Yl/ and subscribed before me,
- Har .. Jr., Execu
i;St';: f9, 0 d
Executor - Administrator
407 North Front Street
NOTARIAL SEAL
AGNES G. NfCHICl, Notary Public
Harrfsburg, DauphIn County
My CommISSIon expires Ju~ 9, 2002
Date ..
.p Notaries
Harrisburg, PA 17101
Addreu
December
2001
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
Grayce R. Glusco
deceased
1. Waypoint Bank:
IRA Account No. - 1100049000
IRA Account No. - 1100049034
IRA Account No. - 6000010129
Checking Account No. - 0100015816
CD Account No. - 7000004884
2. Travelers Property Casualty - Homeowners Insurance - Refund due
to cancellation
Account No. - 948675110
3. The Travelers Indemnity Company - PC Claim Property Unit - Theft
of Antique Rocking Chair
Account No. - J98
4. PNC Advisors - Retirement Benefit Payment
Account No. - 355221221
5. The Woods at Cedar Run/G.C.C.C. - Assisted Living Unit - refund
security deposit and interest earned
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4,094 51
6,893 10
5,656 81
4,915 87
45,938 14
80 00
705 00
751 03
1,60 42
70,642 88
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERIT ANCE AND ESTATE TAX
OFFICIAL RECEIPT
HARRY L BRICKER JR ESQUIRE
407 NORTH FRONT STREET
HARRISBURG, PA 17101
u____n fold
ESTATE INFORMATION: SSN: 193-12-8424
FILE NUMBER: 2101-1186
DECEDENT NAME: GLUSCO GRA YCE R
DATE OF PAYMENT: 07/09/2002
POSTMARK DATE: 07/08/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 12/19/2001
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
REMARKS: HARRY L BRICKER JR ESQUIRE
CHECK# 113
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX( 11-96)
NO. CD 001388
MARY C. LEWIS
REGISTER OF WILLS
AMOUNT
$81.20
$81.20
\,
/ ?-$CJ-/O
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
HARRY L BRICKER JR ESQ
407 N FRONT ST
HBG PA 17101
li
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-05-2002
GLUSCO
12-19-2001
21 01-1186
CUMBERLAND
101
Allount Rellitted
*'
REY-IS'S EX lFP <12-0Dl
GRAYCE
R
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 =is'9-:ri3CAFP--n'2:0oY-----..-INHERYiANcE'-i"Ax-REcORO--Anj-usi"ME'Ni"--i.-------------------------- ---
ESTATE OF GLUSCO
GRAYCE
R FILE NO. 21 01-1186
ACN 1 01
ADJUSTHENT 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. 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
DEDUCTIONS AND EXEMPTIONS:
.00
.00
.00
.00
70,642.88
.00
27.599.23
(8)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
9. Funeral Expenses/Adllinistrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Hortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governllental Bequests; Non-elected
Net Value of Estate Subject to Tax
(9) 16,780.36
UO) .00
(1)
(2)
9113 Trusts (Schedule J) (13)
(14)
10.
11.
12.
13.
14.
TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
TAX CREDITS:
.OOX 00
81.461. 75 X 045=
.OOX 12 =
.OOX 15 =
(19)
US)
(6)
(17)
rate (18)
DATE
08-05-2002
98.242.11
16,780.36
81.461. 75
.00
81,461. 75
.00
3,665.78
.00
.00
3,665.78
l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
05-15-2002 CDOO1181 .00 3,584.58
ME NT MUST BE MADE BY 09-19-2002*. TOTAL TAX CREDIT 3,584.58
BALANCE OF TAX DUE 81. 20
INTEREST AND PEN. .00
TOTAL DUE 81.20
PAY
. 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 REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
--
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- Make check or money order payable to: REGISTER OF WILLS, 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" (REV-1313). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 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).
REPLY
TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, Phone
(717) 787-6505.
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.
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 Departmant 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%
1983 16% .000438 1993-1994 7%
1984 11% .000301 1995-1998 9%
1985 13% .000356 1999 7%
1986 10% .000274 2000 8%
1987 9% .000247 2001 9%
1988-1991 11% .000301 2002 6%
.000247
.000192
.000247
.000192
.000219
.000247
.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.
R't~1470 E~.88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
GRA YCE R. GLUSCO
Phyllis Hoch
INHERITANCE TAX
EXPLANATION
OF CHANGES
ITEM
SCHEDULE NO. EXPLANA liON OF CHANGES
G 2,3 TRANSFERRED FROM SCH E PER SUPPLEMENTAL.
ROW
FILE NUMBER
ACN
2101-1186
101
Paqe 1
'"
BUREAU OF INDIVIDUAL TAXES
INHERIT~NCE TAX DIVISION
DEPT. Z&'b601
~~RISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
17-..30 -/t?
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1547 EX AFP (01-02)
HARRY L BRICKER JR ESQ
407 N FRONT 5T
HBG PA 17101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
: COUNTY
ACN
08-05-2002
GLU5CO
12-19-2001
21 01-1186
CUMBERLAND
101
GRAVCE
R
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 __
REY:is4j-Ex-AFP-foY=02Y-NtffiCE--oF-YNHERITAtfCE-TAx-jrpPRjrisEMiNT~--Ar.rOWAi'-CE-OR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GLUSCO GRAVCE R FILE NO. 21 01-1186 ACN 101 DATE 08-05-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Hortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
. 00 NOTE: To insure proper
.00 credit to your account,
. 00 submit the upper portion
.00 of this form with your
. 00 tax paYIIBnt.
.00
.00
(8) . 00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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)
110.76
.00
(11)
(12)
(13)
(14)
110 76
110.76-
.00
79,546.65
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
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
.00 X 00 = .00
79,546.65 X 045 = 3,579.60
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,579.60
TAX CREDITS:
, .. ....." n........ l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
05-15-2002 CDOO1181 .00 3,584.58
TOTAL TAX CREDIT 3,584.58
BALANCE OF TAX DUE 4.98CR
INTEREST AND PEN. .00
TOTAL DUE 4.98CR
· 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.)
.,.
~ESERVATION: 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:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
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
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" (REV-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).
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:
--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.
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, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administrativelY correctable errors.
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.
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 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.
REV-1470 EX (6-88)
.
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
4'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Grayce R Glusco
FILE NUMBER
REVIEWED BY
ACN
2101-1186
101
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Accepted additional expenses.
Forwarded to Post Assessment Review Unit in reference to the changes on schedules E
and G.
ROW
Page 1
\... /"}-8CJ- /0
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-1'07 EX AFP 101-02>
HARRY L BRICKER JR ES~li
407 N FRONT ST
HBG PA 11101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-12-2002
GLUSCO
12-19-2001
21 01-1186
CUMBERLAND
101
GRAYCE
R
Allount Rellitted
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 ~
Rfv=i6ifj-EX--AFP-(Oy:02T------..ii-fNHERi:'~fANCE-fAX-ST'ATEMEtif-OF-Accoi.iN"T--iii.---------------- - - ---
ESTATE OF GLUSCO GRAYCE R FILE NO.21 01-1186 ACN 101 DATE 08-12-2002
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: 08-05-2002
PR I NC I P AL T AX DUE: .........................................................................................................................................................................................................................
3,665.78
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-15-2002 CDOO1l81 .00 3,584.58
07-08-2002 CDOO1388 .00 81.20
TOTAL TAX CREDIT 3,665.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
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" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, mey be requested by completing an
"Application for Refund of PennSYlvania Inheritance and Estate Tax" (REV-1313). Applications are available at
the Office of the Register of WillS, any of the 23 Revenue District Offices or from the Department's 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).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(7l]) 787-6505.
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.
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 ll~ .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 1l~ .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.
, .'
/
(/
o~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Grayce R. Glusco
Date of Death:
December 19, 2001
No. 21-01-1186
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 X No
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes_ No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes X 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~~' l.-
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Harry L. ricker, Jr:;""
407 North Front Street
Harrisburg, PA 17101
(717) 233-2555
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~ 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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'0/
-1
;
LISA M COYNE ESQ
COYNE & COYNE
3901 MARKET ST
CAMP HILL
PJ\i17011
06-24-2002
GALASSO
07-30-2001
21 01-1185
CUMBERLAND
101
Allount Rellitted
'*
REV-1547 EX AFP [01-02)
JEAN
C
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 ~
rfEV = i5'c.-j-E3f-AFP--foY--o2Y-Noi"-icE--oF-YNHEifiTAifcE-i"Ax-A-PPRjrisEi'-ENT~--AL:rOWAirCE-OR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GALASSO JEAN C FILE NO. 21 01-1185 ACN 101 DATE 06-24-2002
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. 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
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
109,900.00
.00
.00
.00
LOOO.OO
721.31
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ~
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:
DATE
05-20-2002
+
INTEREST/PEN PAID (-)
7.00-
NUMBER
CDOO1l99
34,676.21
1.456.85
(11)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forll with your
tax payment.
111,621.31
36 .133 06
75,488.25
.00
75,488.25
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
75,488.25 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
3,404.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-21-2002 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
3,397.00
.00
.00
3,397.00
3,397.00
.00
4.14
4.14
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '.CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any e$tate 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) rata 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 printad on the reversa side.
--Make check or lIoney 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" (REV-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 CTT 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:
--written protest to the PA Department of Revenue, 80ard 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.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
8ureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57.) discount of
the tax paid is allowed.
PENAlTV:
The 157. tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, tha first day after the end Df the tax amnesty periDd. This nDn-participatiDn
penalty is appealable in the same manner and in the the same time periDd as YDU wDuld appeal the tax and interest
that has been assessed as indicated Dn this nDtice.
INTEREST:
Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df
death, tD the date Df payment. Taxes which becalle delinquent befDre January 1, 1982 bear interest at the rate Df
six (67.) percent per annum calculated at a dailY rate Df .000164. All taxes which became delinquent Dn and after
January 1, 1982 will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate
annDunced by the PA Department of Revenue. The applicable interest rates fDr 1982 thrDugh 2002 are:
Vear Interest Rate Daily Interest FactDr Year Interest Rate Daily Interest FactDr
1982 207. .000548 1992 97. .000247
1983 167. .000438 1993-1994 77- .000192
1984 117. .000301 1995-1998 97. .000247
1985 137. .000356 1999 77- .000192
1986 107. .000274 2000 87. .000219
1987 97. .000247 2001 97. .000247
1988-1991 117. .000301 2002 67. .000164
--Interest is calculated as fDIIDws:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NDtice issued after the tax becDlles delinquent will reflect an interest calculatiDn tD fifteen (15) days
beYDnd the date Df the assessment. If payment is made after the interest cDmputatiDn date shown Dn the
NDtice, additiDnal interest must be calculated.
....
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COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. Coyne
Lisa Marie Coyne
3901 Market Street
Camp Hill, Pennsylvania
17011-4227
717-737-0464
Fax: 717-737-5161
May 20, 2002
Mr. Mary Lewis
Office of Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re:
Estate of Jean C. Galasso, Deceased
No. 21-01-01185
Dear Mrs. Lewis:
We represent the Estate of the Late Jean C. Galasso.
Enclosed please find an original and two (2) copies of the Inheritance Tax Return for this Estate.
Kindly docket the original and return to me a copy with the enclosed stamped envelope.
Also enclosed please find check no. 165 in the amount of $15.00, which represents the filing fee
the this return along with check no. 0495 in the amount of $3,404.00, which represents the inheritance
tax due for this Estate. Kindly process both checks for appropriate credit.
Thank you for your assistance.
Very truly yours,
COYNE & COYNE, P.C.
LMC/cmc
EncIs.
;I::n7tf ~
r,,)
Cc: Mr. Robert Galasso, Exec.
Mrs. Cecilia Antonelli, Exec.
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~EV,'5002( ,il-OO)
,
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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DECEDENTS NAME (LAST, FIRST, AND MIDDL" INITIAL)
G1usco, Grayce, R.
DATE OF DEATH (MM-DD-YEAR)
12-19-2001
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF 31RTM (MM-OD-YEAR)
11-24-1923
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
c:J 1. Original Rerum
o 4. limited Estate
CXI 6. Decedent Died Testate {Attach CQ1,1y ofWIlll
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (daulofdeall'l after lZ.12-d21
o 7. Decedent Maintained a living Trust {AItIcI1 copy of ff1JSt)
o 10. Spousal Poverty Credit:1lle 'JI1ea!l1 ~tween IZ.31-311lld 1.1_~
OFf'ICIAL USE ONLY
/ /-:z3D - /<:)
FILE NUMBER
<.>2/ -OJ.. _-LLgt.,
COUNTY CeDE ~S<R ,IJI.;M8E.,
SOCIAL SECURITI NUMBER
193 _ 12
8424
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF VVTLLS
SOCIAL SECURITi ,'UMBER
o 3. Remainder Return 1_ oId_ ~ to lZ-tJ-a2)
o 5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
o 11. Section to tax under Sec. 9113(A) (Allacl1SchO)
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COMPLETE MAILING ADDRESS
Harry L. BriCker, Jr.
Attorney at Law
407 North Front Street
Harrisburg, PA 17101
L. Bricker, Jr., Esq.
FIRM NAME i1f~)
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TELEPHONE NUMBER
(717) 233-2555
1. Real Estate (Schedule A)
2. Slod<s and Bonds (Schedule B)
4. Mortgages & Notes Receivable (Schedule 0)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
5. Cash, Bank Deposits & MisceUaneous 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 Unes 9 & to)
12. Net Value of Estate (Line 8 minus line 11)
(1)
(2)
(3)
(4)
(5)
$ 96,327.01
(6)
(7)
(9)
(10)
$ 16,669.60
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to ~ax 'tas not been
made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Line 13)
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SEE INSTRUCTIONS ON REVERSE SlOE FOR APPUCABLE RATES
15. Amount ot!..Jne 14 taxable at the spousal tax
.-ate. or ~-ansfers under Sec. 9116 (a)(1.2)
16. Amount of Une ;4 taxable at lineal rate
17. Amount at Line 14 taxable at sibling rate
18. Amount of Une 14 taxable at collateral rate
19. Tax Du.
OFFICIAL USE ONLY
(8)
$ 96,327.01
(11)
(12)
(13)
$ 16,669.60
$ 79,657.41
(14)
$ 79,657.41
'0_ (15)
45 (16) $ 3,584.58
x.O_
x .12 (17)
x .15 (18)
(19) $ 3,584.58
$ 79,657.41
0,
20.
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
. .1lEE:HEC!{:~JK~~f"'~.J,<~.!,,;'o~~
Decedent's Complete Address:
STREET ADDRESS 824 Lisburn Road, #617
Apartment -
-
CITY Camp Hill I STATE ! ZIP
PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
8. Pnor Payments
C. Discount
Total Credits ( A + 8 + C ) (2)
3. inleresUPenatty if appiicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Une 21s greater lI1an Une 1 + Une 3, enter lI1e difference. This is lI1e OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Une 3 is greater Ihan Une 2, enter lI1e difference. This is Ihe TAX DUE. (5)
A. Enter tne interest on the tax due.
(SA)
8. Enler Ihe lolal of Une 5 + SA. This is Ihe 8ALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
".'~- . .' ~~. ,- - " -, .':. ~ - .~- >'
. . .
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X"'N THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: .Yes
a. retain Ine use or income of the property transferred; ................................................... ......... 0
b. retain the right to designate who shall use the property transferred or its income;", ....................... .. 0
c. retain a reversionary interest; or.... . .... ............ .. ..................... ................... ........ ...... 0
d. receive the promise for life of either payments, benefits or care? ........... ...................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . .. .................... ...................................... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................
Under penalties of pe~ury, I declare that I have examined this relum, inCluding accompanying schedules and s.tatements, and to the best of my knowledge and belief, it IS true, correct
and complete.
Oedaralion of preparer other than the personal representative is based on aU infonnalion of which preparer has any knowladge.
ADDRESS
407 North Fran Street, Harrisburg,
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
~~,-~~6=-
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sUlViving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of deall1 on or after January 1, 1995, Ihe lax rate imposed on lI1e net value of transfers 10 or for lI1e use of Ihe surviVing spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a sUlViving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of deall1 on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the' use of a natural parent, an adoptive parent,
or a stepparent of Ihe child is 0% [72 P.S. 99116(a)(1.2)].
The lax rale imposed on Ihe net value of transfers 10 or for Ihe use of Ihe decedent's lineal beneficianes IS 4.5%, excepl as noted in 72 PS. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
~E'I.:$6~':'-'I71
~
~
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
CCMMCNWEAL ~H OF PENNSY'_'iA.NIA
iNHEPITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Gravce R. Glusco
FILE NUMBER
Indude the proceeds of litigation and the date the procaeds were received by tl'1e estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Waypoint Bank:
IRA Account No. - 1100049000
IRA Account No. - 1100049034
IRA Account No. - 6000010129
Checking Account No.-0100015816
CD Account No. - 7000004884
2.
Mid-Penn Bank
IRA Account No. - 1154200111
VALUE AT DATE
OF DEA TH
$ 4,094.51
6,893.10
5,656.81
4,915.87
45,938.14
11,455.81
14,228.32
80.00
705.00
751.03
1,608.42
3 .
People's Benefit Life Insurance Company
Annuity No. - 520FI74233
4.
Travelers Property Casualty - Homeowners Insurance -
refund due to cancellation
Account No. - 948675110
5.
The Travelers Indemnity Company - PC Claim Property
Unit - Theft of Antique Rocking Chair
6 .
PNC Advisors - Retirement Benefit Payment
Account No. - 355221221
7.
The Woods at Cedar Run/G.C.C.C. - Assisted Living Unit
refund security deposit and interest earned
TOTAL (Also enter on line 5, Recapitulation) $ 96 , 327 .01
(If more space is needed, insert additional sheets of the same size)
:=i€V-1511 EX+ (12-99)
~:l~~
~
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE ':AX REn.JRN
RESIDENT DECEIJENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
-=.
ESTATE OF
Grayce R. Glusco
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM I
NUMBER
DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES
,. Kimmel Funeral Home, Inc. - Funeral $ 1,646.00
2 Romberger Memorials - Granite Marker 590.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) Harry L. Bricker, Jr. 1,766.07
Social Security Number(s)/EIN Number 01 Personal Representalive(sl
Street Address 407 North Front Street
City Harrisburq State ~ Zip 17101
Year(s) Commission Paid:
2. Attorney Fees Harry L. Bricker, Jr. ( Esquire 4,816.35
3. Family Exemption: (If decedent's address is not the same as ctaimant's, attach explanation)
Claimant
Street Address
City Stale _Zip
.
Relationship 01 Claimant to Decedent
4 Probate Fees Register of Wills, Cumberland County 228.00
5. Accountant's Fees
6. Tax Return Preparer's Fees Seligman, Friedman & Company, P.C. 400.00
(preparation of 2001 Individual Tax Return)
7. The Sentinel - Advertise Estate 71.15
8 . Cumberland Law Jourmal - Advertise Estate 75.00
9 . Verizon - Phone Bill 62.08
10. The Medicine Shoppe - prescriptions 14.22
11. AT&T - Phone Bill 106.57
12. Travelers Property Casualty - Homeowners Insurance 66.00
13 . Brockie Pharmatech 564.80
14. West Shore Emergency Medical Services 160.80
15. Comcast - Cable bill 46.10
TOTAL (Also enter on line 9, Recapitulation) $ 16,669.60
(If more space is needed, insert additional sheets of :he sar.-!e size)
SCHEDULE H CONTINUED (page 2)
16. The Woods at Cedar Run/G.C.C.C. - Assisted Living Unit
- rent for apartment
$4.220AO
17. Deluxe Checks- Ordering of estate account checks
$
3.00
18. United States Treasury - Tax due for 2001 $ 306.00
19. PNC Advisors - reimbursement of January and February payments $1,502.06
for retirement benefits
20. Register of Wills, Cumberland County - Filing Fee for Inheritance
Tax Return and Inventory $ 25.00
R,EV-1513 ex+ Ig-OO*,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Grayce R. Glusco
FILE NUMBER
I.
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 lal (1.2)]
Lynn M. Glusco-Balas Daughter
34 JB Drive
Marstons Mills, MA 02648
AMOUNT OR SHARE
OF ESTATE
NUMBER
I
Entire Estate
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
I.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I.
TOTAL OF PART 11- 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)
WWaYRqint
Traditional IRA
Semi-Annual Statement
Statement Period Ending_
12-31-01
PO. Box 1711. Harrisburg. Pennsylvania 17105-1711
Toll Free, 1-866-WAYPOINT (1-866-929-7646)
www.waypointbank.com
Plan Number 193128424
Social Security Number 193-12-8424
GRAYCE R GLUSCO
824 LISBURN RD APT 617
CAMP HILL PA 17011-7101
Page 1
------------------------------------------------------------------------
------------------------------------------------------------------------
SUMMARY OF ACCOUNTS
------------------------------------------------------------------------
------------------------------------------------------------------------
Account Number
Maturity
Current
Int Rate
Interest
Frequency
Ending Balance
1100049000
10-31-02
5.8400%
1 Month
4,094.51
7,020.73
5,724.88
1100049034
8-18-02
4.3600%
1 Month
6000010129
12-0'4-03
2.7600%
1 Month
------------------------------------------------------------------------
------------------------------------------------------------------------
TOTAL PLAN BALAl,CE Su~~Y
------------------------------------------------------------------------
-------------------------------------------------------------------------
Current Period
Year to Date
Beginning Balance 7-01-01
+ Contributions/Deposits
+ Interest Credited
- Distributions/Withdrawals
- penalties
- Service Charges/Fees
Ending Balance 12-31-01
10,844.45
.00
890.91
1,824.00
.00
.00
16,840.12
843.20
.00
.00
------------------------------------------------------------------------
------------------------------------------------------------------------
TRANSACTION SUMMARY
------------------------------------------------------------------------
------------------------------------------------------------------------
Date Account Number Description Amount
6-30-01 6000010129 Interest Payment 160.18
7-31-01 1100049000 Interest Payment 19.72
7-31-01 1100049034 Interest Payment 25.43
8-31-01 1100049000 Interest Payment 19.81
8-31-01 1100049034 Interest Payment 25.52
9-30-01 1100049000 Interest Payment 19.27
9-30-01 1100049034 Interest Payment 24.79
10-31-01 1100049000 Interest Payment 20.01
10-31-01 1100049034 Interest Payment 25.71
------------------------------------------------------------------------
------------------------------------------------------------------------
?AP-017 (1OIOQ)
RETIREMENT CLOSEOUT
DEBIT
DATE I /27- / oz.
NAME
(1 Lwcc J c.~l(U-l;('
TRAN CODES:
61 . PREM. 015T. NO EXC 64 - DEATH OIST
62 - PREM, D1ST. EXC 67 - NORMAL 015T
63 - DISABILITY OIST 79 - TRANSFER 015T
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NAME
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TRAN CODES:
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62. PREM. 015T. EXC 67 - NORMAL DIST
63 - DISABILITY 015T. 79 . TRAf'{SFER 015T
PENALTY- - 6 - WITHHOLDlNG:""() --
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Account Number
Product Type
Branch Number
B A L
Avail Int
Cur Bal
Accrued
Penalty
Pend W/H
Close Out
Hold Arnt
YTD Int
YTD Fed
YTD St
Last Ren
Per Diem
AN
Waypoint Bank
Certificate Inquiry
7000004884
C13 24 Month CD
005 OLD GETTYSBURG
C E S
1,709.05
45,938.14
139.27
1,097.12
.00
44,980.29
.00
.00
.00
.00
44,229.09
6.33065
D A T
Orig Issue
Orig Open
Nxt Maturity
Lst Renewal
Nxt Int Pay
Lst Int Pay
Lst Activity
Lst Maint
Cust Contact
Redeemed
1/22/02
11:09:32
Short Name
E S
11/26/1996
11/26/1996
11/26/2002
11/26/2000
01/31/2002
12/31/2001
05/02/2001
01/03/2002
12/13/1996
GLUSCO, GRAYCE R
COD E S
5.0300%
Term
Period
Type Fixed
C13 24 Month CD
o Open
04 180 Days Simple
01 GL Type 01
Rate/APY
Maturity
Interest
Interest
Index
Status
Pen Type
GL Type
Spc Attn
Officer 1
Officer 2
Serial Nbr
5.15%
24M
1M
NULL CHAR FIELD U
NULL CHAR FIELD U
F3=Exit F4=Field Help F7=History
F10=Inquiry Options F12=previous
(c)
F8=Display Holds/Alerts F9=Title Inq
F14=Add Note F15=ALLView
1998 ALLTEL Information Services, Inc.
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1},. PEOPLES BENEHT ~.
m~ LIFE INSURANCE COMPANY
Peoples B~efit Life Insurance Company
4333 Edgewood Road NE
PO Box 3183
Cedar Rapids, Iowa 52406-3183
April 8, 2002
Harry L Bricker Jr
407 N Front Street
Harrisburg PA 17101
RE: Annuity Number 520FI74233
Dear Harry L Bricker Jr and Lynn M G1usco Balas:
Our office has received your request concerning the above listed non
qualified tax deferred annuity.
This annuity was cash surrendered for $14,228.32. The surrender check
was sent to Lynn M G1usco Balas on 02-12-2002; therefore, there are no
funds left in this annuity.
If you have additional questions concerning this annuity, please
contact our office or your personal representative.
Sincerely,
~
Kelly OConnell
FMG Claims
1-800-553-5957
Member of the _EGON. Group
3172
. .....
TravelersJ
P. O. BOX 3008
FALL RIVER, MA 02722-3008
3172
GRAYCE R GLUSCO
824 LISBURN RD, APT 617
.CAMP HILL PA 17011
DATE:
CHECK NUMBER:
AMOUNT:
OFFICE: 559
ACCOUNT:
02/11/02
883A 17300169
$66.00""'"
AGENT: 039672
948675110
REFUND DUE TO CANCELLATION
948675110
-'
NAMED INSURED GRAYCE,R GLUSCO
AND ADDRESS -, 824 LISBURN RD, APT 617
CAMP HILL PA 17011
"" IF YOU HAVE ANY QUESTIONS, PLEASE CALL (717) 766-9093 ""
ROBERT L HERR AGCY INC
/
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'ORDER OF,
GRAYCE R GLU,SCO
824 LISBURNRD, APT 61.7
CAMP H1LL PA 17011 ~
( W~ ,.t~f,}
PLEASE CASH WITHIN 60 DAYS
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FAll RIVER} HA 02722-3008
'''2
GRAYCE R GLUSCO
824 LISBURN RD, APT 617
CAMP HILL PA 17011
DATE,
CHECK NUMBER,
AMOUNT,
OFFICE, 559
ACCOUNT,
01118/02
883A 16762122
$14.00*''''
AGENT, 039672
948675110
"-
REFUND DUE TO-CA~CELLATION
948675110
)
NAMED INSURED G~YC~ R GLUSCO
AND ADBRESS.~ 8~4 L~SBURN RD, APT 617
_ CAMP_:~ILL PA 17011
"
=
"
** If _Y~OU_I!AVE ANY QUESTIONS, PLEASE CALL C717J766-9Q9~..**
ROBERT. L HERR AGC~INC
,-Detach Check
DATE,
01/18/02
:~~;i0
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NEW CASTLEOElAWARE 197.20
ACCOUNT,: 948675110
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AUTHORIZED SIGNAnJRE
PAY
TO THE
ORDER OF
GRAYCE.R GLUSCO i.. .'
824 L ISBURN: RD i .AP1:.'\617
CAMP H ILLPA '17011'1: <.:\. .
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PLEASE.CASH WITHIN 60 DAYS
'..._'.-,'_.."".....'_..."-,-"""",."._"."',"",;:1',"",,,, ,,,,,,"_,
II' ~b7b 2 ~ 2 211' ':0'1 ~ ~OO 20'1':
'1Bb~5b7bll'
002741
~E TRAVELERS - READING PL CLAIM
PC CLAIM PROPERTY UNIT
POBOX 13485 -
READING PA 19612
MR. & MRS. FRED BALAS
34 JB DRIVE
MARSTONS MILL MA 02648
PERSONAL PROP REPLACE
TOTAL PAID $705.00
8838
18078354
UA02741
The Travelers Indemnity Company
DATE: 04/05/02
LOSS DATE: 11/15/01
FILE NUMBER: 278 FR LKD5091 R
AGENT:
ROBERT L HERR AGCY INC
ACCOUNT NAME:
GRAYCE R GLUSCO
EXPLANATION OF PAYMENT
$705.00
-=;:~
THEFT OF ANTIQUE ROCKING CHAIR L-ESS~$250 DED
~
FOR ADDITIONAL INFORMATION, CONTACT: SAMLED YANG AT (610 )736-2596
95002741
- DETACH CHECK
The Travelers Indemnity Company
POBOX 13485
READING PA 19612
(610)736-2596
FILE NUMBER VOID IF NOT PRESENTED WfTHlN
278 FR LKD5091 R . ONE \'EAR PFTER DATE OF ISSUE
________________________h___________________ I PAY: $******705.00 I SYt
"""'-* Oolowan
OIIeP_'.W.y
... c--. DE 1.720
DATE
04/05/02
ACCOUNT NUMBER
J98
SEVEN HUNDRED FIVE AND 00/100
PAY
TO THE GRA YCE R GLUSCO
ORDER OF 824 LISBURN RD. APT 617
CAMP HILL PA 17011
DC:!741
UAD2741
UNSUMM -050799
OVRPUNS1-121295
DETACH CHECK ~
---------
- .... -
8838 18078354
THIS CHECK HAS A RED BACKGROUND
62-20
31"1
LJ~
AUTHORIZED SIGNATURE
AJIllI.I.IUlIllIllIlMlllllnDllllllulllll.llllllllllunllllllllltlllllllullllllIlllllllIlullllultlllllllllllllLlllllululullllulllllllululululllhlllllllllllulululullllllllll.dululldlllllllllllllllUnuull
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II' .8078:1 5 1,11'
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~~~
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THE WOODS AT CEDAR RUN/G.C~C.C.
~ 824 USBURN ROAD
CAMP Hill. PA 17011
17171737.3373
PAY TO THE
ORDER OF
Graycc Glusco
~M&TBank
AJ.lcl-.-bankyou'uew:r~~
6O-Z951313
1/] 5/2002
One Thousand Six Hundrc;J :~i~~ht ~1.flC ~2/ 1 D/)" ~'" i<;~''':,' 4;-': ~.., 't" ~"1:" ./'.:,~.. ,,:,' "**' '.,,""';;."'''';~ ':<..-." ~ -!<..."',,':- ....",....~ ,"."'*~..,..~'" ***"'*******
$
'* I ,608.42
(jrayce Glusco
824 Llsbum Road
Apt. # 617
Camp Hill, PA L 70! I
MEMO,
Refund security dC\-lo,it &. IDi:er .:st ;....arneJ
6l
4237
DOLLARS
11'001., 2 ~ ?II' ':0 ~ I. ~o 2'155':
00002 5bb'1211'
SECURITY FEATURES MICRO PRINT TOP & BOTTOM BORDERS. COLORED PATTERN ARTIFICIAL WATERMARK ON REVEASE SIDE MISSING FEATURE INDICATES A COPY
THE WOODS AT CEDAR RUN/G~C.C.C.
Grayce Glu3co
13000. AiR M Tenant<;jCnml11~rc/R.:i;(ted
~
M & T -General Accol.;.nt . Refund sc:.:urir): deposit & !rat:r~~sI,e~(:d
: Ii 5/2002
4237
],608.42
1~,608.42
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AMENDED
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE O!'::_Y
1,7,"
FILE NUMBER
30~IO_
INHERITANCE TAX RETURN
RESIDENT DECEDENT
J..L-Q..L
COUNTY CODE YEAR
_.iLK0...
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
G1usco, Grayce R.
8424
SOCIAL SECURITY NUMBER
193 12
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
12-19-2001 11-24-1923
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAl)
D 1. Original Return
D 4. limited Estate
~ 6. Decedent Died Testate (Attach CQpy of Will)
D 9. litigation Proceeds Received
~ 2, Supplemental Return /Amended Return
D 4a. Future Interest Compromise (date of death afler 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy o/Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and '-1-95)
D 3. Remainder Return (date of death prior 10 12-13-82)
D 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AltachSch0)
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NAME
Harr
Es
COMPLETE MAILING ADD~ESS
Harry L. Brlcker, Jr.
Attorney at Law
407 North Front Street
Harrisburg, PA 17101
L. Bricker
Jr.
FIRM NAME (If Applicable)
Tf;lEPHONE NUMBER
(717) 233-2555
1. Real Estate (Schedule A)
OFFICIAL USE ONLYl
(1)
(2)
(3)
(4)
(5)
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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
r
'--
$ 70.642.88
J
(6)
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(7)
$ 27,599.23
(8)
$ 98,242.11
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
(9)
(10)
$ 16,780.36
11. Total Deductions (total Lines 9 & 10)
(11)
(12) $ 81, 461. 75
(13)
12. Net Value of Estate (Line 8 minus Line 11)
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) $ 8 1 , 461. 75
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)(1.2)
x.O_ (15)
x 045 (16) $ 3,665.78
x .12 (17)
x .15 (18)
~ 3,665.78
(19) _!
16. Amount of line 14 taxable at lineal rate
$ 81,461. 75
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
Decedent's Complete Address:
STREET ADDRESS 824 Lisburn Road, Apartment #617 .
,
CITY Camp Hill I STATE PA I ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits ( A + B + C ) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ............................... ............ ............................. 0 !g]
b. retain the right to designate who shall use the property transferred or its income; .. ................. .......... D KI
c. retain a reversionary interest; or........ ..... .......... ............................ .................. ..................... ........ D g]
d. receive the promise for life of either payments, benefits or care? ........................... ................. D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .......................................... ..... .......... ..................................>00.... ..... D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D e9
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ... ....................... ........................ .. .... .... 29 D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this relurn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of pre parer other than the personatrepresentative is based on alt informalion of which preparer has any knowledge.
""
....
DATE
~ C)-z--
SIGNATURE OF PERSON RESPONSIBLE FOR FILlN
ADDRESS
407~th Front street. Harrisbura. PA 17101
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even jf
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty..one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)).
The tax rate imposed on the net value oftransters 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)(1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508EX'(1.97)W
. .
,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Grayce R. G1usco
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sUlVivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
DESCRIPTION
VALUE AT DATE
OF DEATH
Waypoint Bank:
IRA Account No. - 1100049000
IRA Account No. - 1100049034
IRA Account No. - 6000010129
Checking Account No. - 0100015816
CD Account No. - 7000004884
$ 4,094.51
6,893.10
5,656.81
4,915.87
45,938.14
Travelers Property Casualty - Homeowners Insurance -
refund due to cancellation
Account No. - 948675110
80.00
The Travelers Indemnity Company - PC Claim Property
Unit - Theft of Antique Rocking Chair
705.00
PNC Advisors - Retirement Benefit Payment
Account No. - 355221221
751.03
The Woods at Cedar Run/G.C.C.C. - Assisted Living Unit
refund security deposit and interest earned
1,608.42
TOTAL (Also enter on line 5. Recapitulation) $ 70, 642 . 88
(If more space is needed, insert additional sheets of the same size)
e<v''':~'I'.".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
ESTATE OF
Grayce R. Glusco
FILE NUMBER
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 lNClUOETHE i'lAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTOOECEDENTAND THE DATEQfTRANSFER DATE OF DEATH OECD'S EXCLUSION TAXABLE VALUE
ATTACHACOPVOFTHEDEEDFORREAlESTATE. VALUE OF ASSET IFAPf'L1CABlEl
NUMBER INTEREST
1 People's Benefit Life Insurance
Company 14,228.32 100% $ 14,228.
Annuity No. - 520FI74233 $
2. Mid-Penn Bank
IRA Account No. - 1154200111 $ 13,370.91 100% $ 13,370.
TOTAL (Also enter on line 7, Recapitulation) $27,599.23
32
91
(If more space IS needed, insert additional sheets of the same size)
REV.1511 EX+ (12-99) .
.9"J\~t&
. ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Grayce R. Glusco
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Kimmel Funeral Home, Inc. - Funeral $ 1,646.00
2. Romberger Memorials - Granite Marker 590.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representalive(s) Harry L. Bricker, Jr. 1,766.07
Social Security Number(s)/EIN Number of Personal Represenlalive(s)
Street Address 407 North Front Street
City _l:l<'irri,sburg Slate PA Zip 17101
...
Year(s) Commission Paid:
2 Attorney Fees Harry L. Bricker, Jr. , Esquire 4,912.11
3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Stale _Zip
Relationship 01 Claimant to Decedent
4. Probate Fees Register of Wills, Cumberland County 228.00
5. Accountant's Fees
6. Tax Return Preparer's Fees Seligman, Friedman & Company, P.C. 400.00
(Preparation of 2001 Individual Tax Return)
7 The Sentinel - Advertise Estate 71.15
8. Cumberland Law Journal - Advertise Estate 75.00
9. Verizon - Phone Bill 62.08
10. The Medicine Shoppe - Prescriptions 14.22
11. AT&T - Phone Bill 106.57
12. Travelers Property Casualty - Homeowners Insurance 66.00
13. Brockie Pharmatech 564.80
14. West Shore Emergency Medical Services 160.80
15. Comcast - Cable Bill 46.10
TOTAL (Also enter on line 9. Recapitulation) I 16,780.36
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H CONTINUED (page 2)
16. The Woods at Cedar Run/G.C.C.C. - Assisted Living Unit
- rent for apartment
$4,22040
17. Deluxe Checks - Ordering of estate account checks
$
3.00
18. United States Treasury - Tax due for 2001 $ 306.00
19. PNC Advisors - reimbursement of January and February payments $1,502.06
for retirement benefits
20. Register of Wills, Cumberland County - Filing Fee for Inheritance
Tax Return and Inventory $ 25.00
21. Register of Wills, Cumberland County - Filing Fee for Amended
Inheritance Tax Return
$ 15.00
REV-1513 EX+ (9-00)
'.' '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Grayce R. Glusco
FILE NUMBER
1.
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)1
Lynn M. Glusco-Balas Daughter Entire Estate
34 JB Drive
Marstons Mills, MA 02648
NUMBER
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.
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)
.WWay~qint
Traditional IRA
Semi-Annual Statement
PO. Box 1711. Harrisburg. Pennsylvania 17105-1711
Toll Free, I-B66-WAYPOINT (I-B66-929-7646)
www.waypointbank.com
Statement Period Ending_
12-31-01
Plan Number
Social Security Number
193128424
193-12-8424
GRAYCE R GLUSCO
824 LISBURN RD APT 617
CAMP HILL PA 17011-7101
Page 1
========================================================================
SUMMARY OF ACCOUNTS
========================================================================
11000'490'0'0'
Current Interest
Maturity Int Rate Frequency
10-31-0'2 5.840'0'% 1 Month
8-18-02 4.360'0'% 1 Month
12-(),4-a3 2.760'0'% 1 Month
Ending Balance
Account Number
4,0'94.51
1100'0'490'34
7,020'.73
600'0010'129
5,724.88
------------------------------------------------------------------------
------------------------------------------------------------------------
TOTAL PUli~ BALANCE Su~~~Y
------------------------------------------------------------------------
------------------------------------------------------------------------
Current Period
Year to Date
Beginning Balance 7-0'1-0'1
+ Contributions/Deposits
+ Interest Credited
Distributions/Withdrawals
Penalties
Service ChargeS/Fees
Ending Balance 12-31-0'1
10',844.45
.0'0'
890'.91
1,824.0'0'
.00'
.0'0'
16,840'.12
843.20'
.00
.0'0'
------------------------------------------------------------------------
------------------------------------------------------------------------
TRANSACTION SUMMARY
------------------------------------------------------------------------
------------------------------------------------------------------------
Date Account Number Description Amount
6-30'-0'1 60'00'010'129 Interest Payment 160'.18
7-31-0'1 1100'0'490'0'0' Interest Payment 19.72
7-31-01 110'0'0'49034 Interest Payment 25.43
8-31-0'1 110'0'0'490'0'0 Interest Payment 19.81
8-31-01 1100'0'490'34 Interest Payment 25.52
9-30-01 110'00'490'0'0' Interest Payment 19.27
9-30-0'1 1100'0'490'34 Interest Payment 24.79
10'-31-0'1 110'0'0'490'0'0' Interest Payment 20'.0'1
10-31-0'1 110'0'0'490'34 Interest Payment 25.71
------------------------------------------------------------------------
------------------------------------------------------------------------
PAP.01711QlOO)
RETIREMENT CLOSEOUT
DEBIT
DATE I / ll. / 02-
NAME
(~lU5CD rC:~1..Cl'-l.'('
TRAN COOES'
61 - PREM. DIST NO EXC 64 - DEATH DIST
62 . PREM. DIST. EXC 67 . NORMAL OIST.
63 . DISABILITY OIST 79 . TRANSFER OIST
PENALTY: ~0'- WITHHOLDING: -C"i-
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"'ec8hl:J,~~ .
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ACCOUNT NUMBER
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RETIREMENT CLOSEOUT
DEBIT
~
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DATE ljZZjOl
NAME
Cl ~15 C 0 I ("/ f :I,-,a
TRAN CODES
61 - PREM. QIST_ NO EXC 64. DEATH GIST
62 . PREM_ GIST. EXC 67 NORMAL OIST
63 - DISAB!LlTY OIST 79 . TAAN.SFER QIST
PENALTY - (j - WITHHOLDING: l)-
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ACCOUNT NUMBER
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AMOUNT
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CHECKING/GMFA WITHDRAWAL (LOC) ADVANCE
DEBIT
DATE I
NAME
zz. Co'::
TRAN CODES:
56 . WITHDRAWAL
98 . CLOSEOUT
(CHECKING ONLY)
C1Ws(:a! ('I \ (lICe'
ACCOUNT NUM8E H
TC
AMOUNT
i
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lOGO
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TD003001
MJ:NDYAR
.Account Number
Product Type
Branch Number
B A L
Avail Int
Cur Bal
Accrued
Penalty
Pend W/H
Close Out
Hold Arnt
YTD Int
YTD Fed
YTD St
Last Ren
Per Diem
AN
Waypoint Bank
Certificate Inquiry
7000004884
C13 24 Month CD
005 OLD GETTYSBURG
C E S
1,709.05
45,938.14
139.27
1,097.12
.00
44,980.29
.00
.00
.00
.00
44,229.09
6.33065
D A T
Orig Issue
Orig Open
Nxt Maturity
Lst Renewal
Nxt Int Pay
Lst Int Pay
Lst Activity
Lst Maint
Cust Contact
Redeemed
1/22/02
11:09:32
Short Name
GLUSCO, GRAYCE R
E S
11/26/1996
11/26/1996
11/26/2002
11/26/2000
01/31/2002
12/31/2001
05/02/2001
01/03/2002
12/13/1996
COD E S
5.0300%
Term
Period
Type Fixed
C13 24 Month CD
o Open
04 180 Days Simple
01 GL Type 01
Rate/APY
Maturity
Interest
Interest
Index
Status
Pen Type
GL Type
Spc Attn
Officer 1
Officer 2
Serial Nbr
5.15%
24M
1M
NULL CHAR FIELD U
NULL CHAR FIELD U
F3=Exit F4=Fie1d Help F7=History
F10=Inquiry Options F12=Previous
(c)
F8=Disp1ay Holds/Alerts F9=Tit1e Inq
F14=Add Note F15=ALLView
1998 ALLTEL Information Services, Inc.
3112
-'--.,
Travelerst'
P. O. BOX 3008
FALL RIVER, MA 02722-3008
31n
GRAYCE R GlUSCO
824 lISBURN RD, APT 617
_CAMP HIll PA 17011
DATE:
CHECK NUMBER:
'. AMOUNT:
OFFICE: 559
ACCDU!H:
02/11/02
883A 17300169
$66.00''''''
AGENT: 039672
948675110
/
REFUND DUE TO CANCEllATION
948675110
-'
NAMED INSURED GRAYCE,R GlUSCO
AND ADDRESS - 824 LISBURN RD, APT 617
r CAMP HIll PA 17011
"" IF YOU HAVE ANY QUESTIONS, PLEASE CAll (717) 766-9093 ""
ROBERT l HERR AGCY INC
.Detach Check
<i~i' AIf'~~. ~f:t';.h
,.! . . I"f,'.. lilt- ...;(, ,1<
~'n _; H f>>~ "\ ' ~Y~;\::~'''''~',::
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frave~e'-'s. -:&c/! .~ .120 '.'
,... "",_M" -" ~~ _' __1:'f:;-""-'s':~' Ytt"-t:,:q-~< ~', "
~~~=~1~ 1Z,~O~i. .
.. .'AGENT: ACCOUNT::9~~~7511~fJi'''?;$6~; d~b'UfjJ
039672 ,,;>~-~~~, -'f:~ "'> ~ri;'"
00[1-00 OOLLARSi * ***** * *~** *.*',~,*** * **** **,*~********'** ****** ***** * **'**-****** *..*
'.l\ ..'. !~~;;t~::.:' ....... ;~. _,'Cx # ;' ". "'; ,\iift\,,:\ "'
,'~~, ' '"" "'), \ '.,.
(l'
PAY
TO THE
. ORDER OF
GRAYCE R GlUSCD
824 L ISBURNRD, APT 61.7
CAMP HILL PA 17011
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( . W~~e~~(
PLEASE CASH WITHIN 60 DAYS
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(
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--------":T: I:.....
. . .lrave ersJ',
- P. 0: BO)( 3008--
FAll RIVER, MA 02722-3008
GRAYCE R GLUSCO
824 LISBURN RD, APT 617
CAMP HILL PA 17011
"-
REFUND DUE TO-CA~CELLATION
_1"2
DATE:
CHECK NUMBER:
AMOUNT:
OFFICE: 559
ACCUUNT:
NAMED INSURED G~YC~ R GLUSCO
AND ADDRESS.~ 824 L~SBURN RD, APT 617
_ CAMP_~H.ILL PA 17011
c.
1682
01/18/02
883A 16762122
$14.00"""
AGENT: 039672
948675110
948675110
.'
"" IF _Y~OUcIiAVE ANY QUESTIONS, PLEASE CALL (717) ?66-9119~..,""
ROBERT. L HERR AGC~ INC
OOL~AR~:} *: *- ****,,* -* ;,!.:** *~,~ *- *- *- * * *- *- * *- * * *- -* *- *,*_* *- '" * ** *- *- -* *- ~ ~ ~ *- * ~~l: *:*'** **~.t:t:,,* * *- ** *- **~':!!\J'
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:I>~~i~ ___: '. '~?J:t ~4'. f~~
lJ~
AUTHORizeD SIGNATURE
_Detach Check
P. O. BOX 3008
FAll RIVER, I1A
"""; .:.;,,;';jc:;--"
1k;I::6~v~~
,~_:~ i~ '!i'4P
02722;::3008':(
-t~: ":(,;",KtP
DATE:
01/18/02
FOURTEEN &
.,.,-
.
:.:':f
PAY
TO THE
ORDER OF
GRAYCE R GLUSCO ,.
824 LISBURN RD; APT...617
CAMP HILL PA, 1701'1 ",,',
~:,"!;' ,"" ;>3 "
..,."'.-----,,... ,
,::;~:~~^~::~'>" -" .," ,..'_:'-':
atavelerS1'
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emBANK DElAWARE
NEw CASTlE DElAWARE 19720
ACCQUNT:,,948675110
"it~ ?i'~, / '-', ' ,
II'l.{;7{; 2l. 2 211' ':0 :ll.l.00 20q,:
:lBt,l.St,7t,II'
Detach CheC~
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tJ1~~l~~ i",~ ,*,:~~ <, e;;~o::;:~~
+-".",.J '~~~S::~:;',: ", ::,.". ",;,.~:~>.;
883A" 16762122
PAY
$14.001HO'
PLEASE CASH WITHIN 60 DAYS
. ,.,^".,"',..".,-"'"---.,.;;.,-,-,."."""""_....",.,'"'~, ,-"... """""""--"".'
00'274'
~E TRAVELERS - READING PL CLAIM
PC CLAIM PROPERTY UNIT_
POBOX 13485
READING PA 19612
8838
18078354.
UA02741
The Travelers Indemnity Company
DATE:
04/05/02
MR. & MRS. FRED BALAS
34 JB DRIVE
MARS TONS MILL MA 02648
LOSS DATE: 11/15/01
FILE NUMBER: 278 FR LKD5091 R
AGENT:
ROBERT L HERR AGCY INC
ACCOUNT NAME:
GRAYCE R GLUSCO
EXPLANATION OF PAYMENT
PERSONAL PROP REPLACE
TOTAL PAID $705.00
$705.00
THEFT OF ANTIQUE ROCKING CHAIR L--ES~ C$250 OED
FOR ADDITIONAL INFORMATION, CONTACT:
;002741
. DETACH CHECK
SAMLED YANG AT (610)736-2596
UNSUMM -050799
OVRPUNS1-121295
DETACH CHECK ~
c:a..nt DeI__
O.eP_'.W..,
'- Cade DE 1.720
---------
-
DATE
14/05/02
ACCOUNT NUMBER
J98
The Travelers Indemnity Company
POBOX 13485
READING PA 19612
(610) 736-2596
FILE NUMBER
278 FR LKD5091 R
8838 18078354
THIS CHECK HAS A RED BACKGROUND
62-20
311
SEVEN HUNDRED FIVE AND 00/100
VOID IF NOT PRESENTED wrrHlN
ONE YEAR AFTER DATE OF ISSUE
I PAY: $******705.00 I SYl
PAY
TO THE GRAYCE R GLUSCO
RDER OF 824 LI SBURN RD. APT 617
CAMP HILL PA 17011
LJ~
27<1
lD2141
Alfn-iORIZEO SIGNAnJRE
'lIIl1HllIlllllllllllllUllflllllIIllUllnllllllllu!~IllI11IIlIUllluIIIUlllnnlllllrl111l11llurlrlllllllllllllllrulllllllll~111l11l1lrrUrullllnlullllulululululllluflllrllulllllllJrlllllll1lflrrrrlllllll
llllrllllllllllllllllulllllllrrlflrmrlllllnIUlllIUUllllllllllllllhlrlllllMlIllllrrlurlllllllllllmln~IlI11Ur"lllllhm~IIMl
II- . B 0 7 B 3 5 I, II-
':03. 1.O0 209':
3BS22S7311-
THE WOODS AT CEDAR R(j N/G.C.C.C.
- 824 L1SBURN ROAD
CAMPHILL,PA 17011
17171737.3373
rl:1M&rBarik
AJldlt'baN;)'Ollll~need.-
60-29'51313
YTOTHE
:DER OF
Graycc Glusco
4237
III 5/2002
$
'" ,608.42
One Thousaild StX Hundn.::1 f.::i:c~l :me ~2i I O(j"~*i<;q.,...~ ... ,"" ~"*".n",*'''.,.-.<**, ._~.",,,,,,,,..'ti<h"'~",,A~_"':"*"*""'''':''d*",*to...***~*******.*
Grayce Glusco
824 Lisburn Road
Apt. # 617
Camp Hill, PA 170' I
MO,
Refund security dc~o~-it &. 11";:cr .:st ;:arneJ
DOLLARS
.~
lI'ooL, 2 Ol711' l:oOl j,olo 29551:
00002 5!;!;9211'
seCURITY FEATUFlES, MICRO PRINT TOP 8, BOITOI.! BORDERS COLORED PATTERN ARTIFiCiAL WAfERMAAI<; ON REVERSE SIDE MISSING FEATURE INDICATES A COPY
THE WOODS AT CEDAR RUN/G,C.C.C.
Grayce Glu:;co
13000, NR - Tenant'i,rCnrnm.crciR<;;itlled
c.
M& T -General AccoL:nt
Refund ::);:;:.uriiy dCPOSl! &: Lnt~~~::sr..,e~~d
4237
! /15:2002
1,608,42
c.
.-....
1',608.42
TJ,., fEOPLES BENEFIT
m~ LIFE INSURANCE COMPANY
Peoples ~efit Life Insurance Company
4333 Edgewood Road NE
PO Box 3183
Cedar Rapids, Iowa 52406-3183
April 8, 2002
Harry L Bricker Jr
407 N Front Street
Harrisburg PA 17101
RE: Annuity Number 520FI74233
Dear Harry L Bricker Jr and Lynn M Glusco Balas:
Our office has received your request concerning the above listed non
qualified tax deferred annuity.
This annuity was cash surrendered for $14,228.32. The surrender check
was sent to Lynn M Glusco Balas on 02-12-2002; therefore, there are no
funds left in this annuity.
If you have additional questions concerning this annuity, please
contact our office or your personal representative.
Sincerely,
~
Kelly OConnell
FMG Claims
1-800-553-5957
Member of the ~EGON. Group
"
I IMPORTANT MESSAGE I
FOR rn~ 7;.
(0 :::;>/~~
DATE to ' C?J.j- ()::? TIME
M Sharon U fXY; fLR-
OF III id .- ~ Illl :Bat'] k..
PHONE
AREA CODE NUMBER EXTENSION
TELEPHONED , >< PLEASE CALL
CAME TO SEE YOU WILL CALL AGAIN
WANTS TO SEE YOU IS' ' RUSH
RETURNED YOUR CALL ,',!i SPECIAL ATTENTION
MESSAGE r<', 6rayCA. .. Glusco,
'{J1<- dc;f( of dtc;-r!t bt;!arJ(<
(~ as J/' ("\ 37 () .,"1.
SIGNED )sfq 11:.__
1184
Inventory of the real and personal estate of
Grayce R. Glusco
deceased
1. Waypoint Bank:
IRA Account No. - 1100049000
IRA Account No. - 1100049034
IRA Account No. - 6000010129
Checking Account No. - 0100015816
CD Account No. - 7000004884
2. Travelers Property Casualty - Homeowners Insurance - Refund due
to cancellation
Account No. - 948675110
3. The Travelers Indemnity Company - PC Claim Property Unit - Theft
of Antique Rocking Chair
Account No. - J98
4. PNC Advisors - Retirement Benefit Payment
Account No. - 355221221
4,094 51
6,893 10
5,656 81
4,915 87
45,938 14
80 00
705 00
751 03
5. The Woods at Cedar Run/G.C.C.C. - Assisted Living Unit - refund I
security deposit and interest earned 1,60 42
I
I
c:
, ,"-.~
~
r
70,642 88
\,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
L
J
ss:
I, Harry L. Bricker, Jr.
being duly sworn according to law, deposes and says that ~ I am the
Executor of the Estate of Grayce R, Glusco
East Pennsboro Township C b I
late of _____________u______ , um er and County, Pa., deceased and that the
within is an inventory made by me _, the said Executor
of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death. ~~.~~~ ~____~.,
Ac/\ ~/l---'1/L/" and subscribed before me,
~ Har .. Jr., Execu r
Executor. Administrator """'-
~ 19 {)o
407 North Front Street
NOTARIAL SEAl
AGNES G. NfCH/C/, Notary Public
Harrfsburg, DauphIn County
My Comm/sslon expires Ju~ 9, 2002
Date ~
.p Notaries
Harrisburg, PA 17101
Addreu
December
2001
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be aHached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
0..
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I
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
BRICKER HARRY L JR
407 NORTH FRONT STREET
HARRISBURG, PA 17101
-------- fold
ESTATE INFORMATION: SSN: 193-12-8424
FILE NUMBER: 2101-1186
DECEDENT NAME: GLUSCO GRA YCE R
DATE OF PAYMENT: 05/16/2002
POSTMARK DATE: 05/15/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 12/19/2001
NO. CD 001181
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,584.58
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: HARRY L BRICKER JR ESQUIRE
CHECK# 110
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$3,584.58
MARY C. LEWIS
REGISTER OF WILLS
/-")-20 - /C)
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
"(\'
J','.
DATE
ESTATE OF
DATE OF DEATH
.' .' FILE NUMBER
, ,'!eoUNTY
ACN
06-17-2002
GLUSCO
12-19-2001
21 01-1186
CUMBERLAND
101
u.):, 21
HARRY L BRICKER JR ESQ
407 N FRONT ST
HBG
*
REY-1547 EX AFP (01-02)
GRAYCE
R
Anount Renitted
.
PA 1710~'1"
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=i5'4j-E3c:--AFP-[OY=02Y-NO'TicE--OF-YNHE'RiTANCE-'TAX-APPRA-isEi..-ENT":--AL.rOWANCE-oR"------------ - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GLUSCO GRAYCE R FILE NO. 21 01-1186 ACN 101 DATE 06-17-2002
TAX RETURN WAS: [X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
79,657.41 X 045 = 3,584.58
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,584.58
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)
.00
.00
.00
.00
96,327.01
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses [Schedule H)
10. Debts/Mortgage Liabilities/Liens [Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts [Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
16,669.60
.00
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
96,327.01
(11)
(12)
(13)
(14)
16.669 60
79,657.41
.00
79,657.41
[+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID [-)
05-15-2002 CDOO1181 .00 3,584.58
TOTAL TAX CREDIT 3,584.58
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.)
RESERVATION: 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:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
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
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" (REV-13l3). 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).
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:
--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.
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, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-150l) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
The l5Z 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 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 (6Z) 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:
Vear Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20Z .000548 1992 9Z .000247
1983 l6Z .000438 1993-1994 n .000192
1984 llZ .000301 1995-1998 9Z .000247
1985 l3Z .000356 1999 n .000192
1986 10Z .000274 2000 8Z .000219
1987 9Z .000247 2001 9Z .000247
1988-1991 llZ .000301 2002 6Z .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.
&;on~
~~~~
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, -.
HARRY L. BRICKER, JR.
ATTORNEY AT LAW
407 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA
17101-1296
AREA CODE 717
233-2555
FAX 233- 8555
July 8, 2002
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Grayce R. Glusco, Deceased
Date of Death - December 19, 2001
Social Security No. - 193-12-8424
Tax I.D. No. - 26-6001526
Estate No. - 2001-01186
Gentlemen:
Enclosed are four (4) signed original Amended Pennsylvania Inheritance Tax
Returns concerning the above captioned estate. We have enclosed a check payable to
you as Agent in the amount of $81.20 for the difference of tax due and a check in the
amount of $15.00 for the filing fee.
Please return two (2) stamped in copies of the Tax Return to me and in this regard,
I have enclosed a self-addressed, stamped envelope.
Thank you for your help.
HLB, Jr.lbld
Enclosures
Very truly yours,
~~ '\'
r .// r~
Harry L. Bricker;:.:4G::.:.=-_.___~--
~_._-~~
cc: Mr. & Mrs. Frederick Balas
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIOUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HARRY L BRICKEFt JR ESQUIRE
407 NORTH FRONT STREET
HARRISBURG, PA 17101
-------- fold
ESTATE INFORMATION: SSN: 193-12-8424
FILE NUMBER: 2101-1186
DECEDENT NAME: GLUSCO GRA YCE R
DATE OF PAYMENT: 07/09/2002
POSTMARK DATE: 07/08/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 12/19/2001
NO. CD 001388
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $81.20
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$81.20
REMARKS: HARRY L BRICKER JR ESQUIRE
CHECK# 113
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
\.,.
/ ?-.E't?-/O
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
HARRY L BRICKER JR ESQ
407 N FRONT ST
HBG PA 17101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-05-2002
GLUSCO
12-19-2001
21 01-1186
CUMBERLAND
101
Allount Rellitted
*'
REY-1593 EX AFP lI2-DDl
GRAYCE
R
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 =iS9-j-E3f-AFP-fi'2:ooY-----.-i-iifHERYfANifi-YA-i-RECORif-AD:fl,j'sYr.fiNY--i.-----------------------------
ESTATE OF GLUSCO
GRAYCE
R FILE NO. 21 01-1186
ACN 101
ADJUSTHENT 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. 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
DEDUCTIONS AND EXEMPTIONS:
.00
.00
.00
.00
70,642.88
.00
27,599.23
(8)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
9. Funeral Expenses/Adllinistrative Costs/
Hiscellaneous Expenses (Schedule H)
Debts/Hortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governllental Bequests; Non-elected
Net Value of Estate Subject to Tax
(9)
(10)
16,780.36
.00
(11)
(12)
(13)
(14)
10.
11.
12.
13.
14.
TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
9113 Trusts (Schedule J)
.OOX 00 =
81,461.75 X 045=
.OOX 12 =
.OOX 15 =
(19)
(15)
(16)
(17)
(18)
DATE
08-05-2002
98,242.11
16,780.36
81.461. 75
.00
81,461.75
.00
3.665.78
.00
.00
3.665.78
.-. I+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
05-15-2002 GDOO1181 .00 3,584.58
MENT MUST BE MADE BY 09-19-2002*. TOTAL TAX CREDIT 3,584.58
BALANCE OF TAX DUE 81. 20
INTEREST AND PEN. .00
TOTAL DUE 81. 20
PAY
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION 01= 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.)
PAYMENT:
Detach the tDP pDrtiDn Df this NDtice end submit with YDur payment made payable tD the name and address
printed Dn the reverse side.
n Make check Dr IIDney Drder payable tD: REGISTER OF WILLS, AGENT.
REFUND (CR): A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an
"ApplicatiDn fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-13l3). ApplicatiDns are available at
the Office Df the Register Df Wills, any Df the 23 Revenue District Offices Dr frDm the Department's 24-hDur
answering service fDr fDrms Drdering: 1-800-362-2050; services fDr taxpayers with special hearing and I Dr
speaking needs: 1-800-447-3020 (TT Dnly).
REPLY
TO:
QuestiDns regarding errDrs cDntained Dn this nDtice shDuld be addressed tD: PA Department Df Revenue, Bureau
Df Individual Taxes, ATTN: PDSt Assessllent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, PhDne
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar mDnths after the decedent's death, a five percent (5%) discDunt
Df the tax paid is allDwed.
PENALTY:
The 15% tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt
paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd.
INTEREST:
Interest is charged beginning with first day Df delinquency Dr nine (9) mDnths and Dne (1) day frDII the date Df
death tD the date Df payment. Taxes which became delinquent befDre January 1, 1982 bear interest at the rate Df
six (6%) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after
January 1, 1982 will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate
annDunced by the PA Departllent Df Revenue. The applicable interest rates fDr 1982 thrDugh 2002 are:
Year
Interest Rate
Daily Interest FactDr
Year
Interest Rate
Daily Interest FactDr
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 77. .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 77. .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as fDllDws:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NDtice issued after the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (15) days
bBYDnd the date Df the assessment. If payment is made aftBr thB interest cDmputatiDn date shDwn Dn thB
NDtice, additiDnal interest must be calculated.
""
BUREAU OF INDIVIDUAL TAXES
INHERIT'NCE TAX DIVISION
DEPT. 260601
;ARRISBURG, PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
/ 7-~ -/C'
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP [01-82)
HARRY L BRICKER JR ESQ
407 N FRONT ST
HBG PA 17101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
. COUNTY
ACN
08-05-2002
GLUSCO
12-19-2001
21 01-1186
CUMBERLAND
101
GRAVCE
R
Allount Rellitted
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=i5'4-j-EX-AFP-('OY:02Y-NoYicE--OF-YNHEifiiANci-i"-A'jr'A-PPRAisEMENT-:--ALrOWANCi-oi------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GLUSCO GRAVCE R FILE NO. 21 01-1186 ACN 101 DATE 08-05-2002
TAX RETURN WAS: ) ACCEPTED AS FILED X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (I)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
. 00 NOTE: To insure proper
. 00 credi t to your account,
. 00 sublli t the upper portion
. 00 of this forll with your
. 0 0 tax paYllent.
.00
.00
(8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
110.76
.00
(11)
(12)
(13)
(14)
110 76
110.76-
.00
79,546.65
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
79,546.65 X 045 = 3,579.60
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,579.60
n~~~~. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-15-2002 CDOO1181 .00 3,584.58
TOTAL TAX CREDIT 3,584.58
BALANCE OF TAX DUE 4.98CR
INTEREST AND PEN. .00
TOTAL DUE 4.98CR
. 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.)
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- 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 Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
PAVMENT:
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" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30Z0 (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:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRA TIVE
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, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
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.
PENALTV:
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, 198Z 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, 198Z 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 198Z through ZOOZ are:
Vear Interest Rate Daily Interest Factor Vear Interest Rate Daily Interest Factor
198Z ZO% .000548 199Z 9% .000Z47
1983 16% .000438 1993-1994 77. .00019Z
1984 11% .000301 1995-1998 9% .000Z47
1985 13% .000356 1999 77. .000192
1986 10% .000Z74 ZOOO 8% .000Z19
1987 9% .000Z47 ZOOl 9% .000Z47
1988-1991 11% .000301 ZOOZ 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.
REV:1470 EX ~.88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME FILE NUMBER
GRAYCE R. GLUSCO 2101-1186
REVIEWED BY ACN
Phyms Hoch 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 2,3 TRANSFERRED FROM SCH E PER SUPPLEMENTAL.
ROW
Paqe 1
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
DECEDENTS NAME
FILE NUMBER
Grayce R Glusco
REVIEWED BY
ACN
2101-1186
101
Debclrah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Accepted additional expenses.
Forwarded to Post Assessment Review Unit in reference to the changes on schedules E
and G.
ROW
Page 1
\.. I/} ~cSCJ- /0
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
-
REY-1607 EX lFP (01-02>
"[i
HARRY L BRICKER JR ESQJ
407 N FRONT ST
HBG PA 17101
.,
j l!
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-12-2002
GLUSCO
12-19-2001
21 01-1186
CUMBERLAND
101
GRAYCE
R
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure pr'oper 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 =i6ifj-E3f-AFP--foY:02Y------...--iNirERITANcE--TA3f-sTAYEMENT-ifF-AC-coi:iNY--...---------------------
ESTATE OF GLUSCO GRAYCE R FILE NO.21 01-1186 ACN 101 DATE 08-12-2002
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: 08-05-2002
P R I NC I PAL TAX DUE: ..........................................................................................................................................................................................................................
3,665.78
PAYMENTS (TAX CREDITS):
PAYMENT I~ECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-15-2002 CDOO1181 .00 3,584.58
07-08-2002 CDOO1388 .00 81. 20
TOTAL TAX CREDIT 3,665.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
It IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $I,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A RE,FUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT lIake check or money order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check or 1I0ney order payable to: COMMONWEALTH OF PENNSYLVANIA.
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" (REV-13l3). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or froll the Departllent's 24-hour
answering service for forlls ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessllent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar 1I0nths 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.
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 7% .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 7% .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .00D247
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.
If
j
(/
o~
STATUS REPORT UNDER RULE 6.12
Name of DecedEmt: Gravce R. Glusco
Date of Death:
December 19, 2001
No. 21-01-1186
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. Statl:~ whether administration of the estate is complete:
Yes. X No
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If thl3 answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes_ No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes_X- 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.
(....-...-
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X
Counsel for Personal
Representative