HomeMy WebLinkAbout01-0907
PETITION FOR PROBATE and GRANT OF LETTERS
0>\- D\ - q {) 1
No.
To:
Register of Wills for the
Deceased. County of Cumbe r 1 and in the
Social Security No. 204 - 0 1 - q S R S Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/-ftPe" 18 years of age or older an the executr i x
in the last will of the above decedent, dated Sept.pmhp r 1 n.
and codicil(s) dated
Estate of Charles F. Stnwpll
also known as
named
, 19-2.5.-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumbprl rlnn County, Pennsylvania, with
h i g last family or principal residence at 11 S. Stoner Avenup
Shiremanstown, PA 17011
(list street, number and muncipality)
Decende t, then Sept.ember 23
at (;Jrr,- ~~ (
Except as follows, d cedent did n t marry, was not divorced and did not have a child born or adopted
after execution of he ill offered for probate; was not the victim of a killing and was never adjudicated
incompetent: C
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate inle.nnsYlvania
situated as follows: --'-[,[
r
,2001
$ 1, 000. D f}
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters t est. a me n tar y
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I s~
COUNTY OF Cumberland ; ~
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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No. 21 - 01 - 907
Estate of
Charles F. Stowell
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 4.. XW 2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated SEPTEMBER 10. 1975
described therein be admitted to probate and filed of record as the last will of
CHARLES F STOWELL
and Letters TESTAMENTARY
are hereby granted to SARAH A. STOWELL
MARY CLEWIS
ANDREW C SHEELY ESQ
ATTORNEY (Sup. Ct. I.D. No.t
127 SOUTH MARKET STREE
POBOX 95
ADDRESS
MECHANICSBURG PA 1705S
FEES
$ 18.00
$ q nn
$
$ 6.00
5.00
TOTAL _ $ 38 00
Filed .... .QCTP.B.~~. 4.,. . zorn. . . . . . . . . . . .
Probate, Letters, Etc. .........
Short Certificates( 3) . . . . . . . . . .
Renunciation ................
X-Pages
JCP
PHONE
(717) 697-7050
Letters picked up on 10-4-01.
.,
21 - 01 - 907
REGISTER OF WILLS OF Cumberland COUNTY
OATH OF SUBSCRIBING WITNESS
Sarah A. Stowell
eeatett-
~) a subscribing witness to the will presented herewith, (~ being duly qualified according to
law, depose(s) and say(s) that she was present and saw
Charles F. Stowell
the testah r , sign the same and that s he signed as a witness at the
request of testat..o..I:- in his presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 25TH day of
SEPT 1
Sarah A. Stowell
~a~~
(Name)
S. Stoner Avenue
Shiremanstown, PA
(Address) 1 70 11
LEWIS
(Name)
(Address)
REGISTER OF WILLS OF Cumberland COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Andrew C. Sheely
~) a subscriber hereto, (~ being duly qualified according to law, depose(s) and say(s) that
he is familiar with the signature of Charles F. Stowell
eeeietl
will presented herewith and
~
believes the signature on the will is in the handwriting of
testat~ of (one of the subscribing witnesses to) the
that
he
Charles F. Stowell
to the best of hi s
Andrew C. Sheely
jtc1JO~
knowledge and belief.
(Address)
Box 95,Mechanicsbut
PA 17055
(Name)
(Address)
U,,:,,.C'f\, ry,r~\r ~'OG
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Fee for this certificate, $2.00
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
iYPEiPAINT
IN
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DECEDENT'S USUAL OCCUPATION KIND OF BUSINESSIINDUS1AY WAS DECEDENT EVER IN MM;tiAL STATUS _ Mam..d ~ SPOUSE
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11 South Stoner Avenue
,..Shiremanstown, PA 17011
". Sarah A. Keeney
F.~THER'S NAME {filsl. MHJdle. L3SI]
Cumberland
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INFORMANT'S NAME tT y,-~Plllltl
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MOTHEH'S NAME IF,,.,, Middle. MdIOt.." SUfr';jIflOj
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Sarah A. Stowell
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PLACE OF DISPOSITION. Name 01 Cemelery, CramalOry
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- NAMEANUADCHESSOFFAC'L1TY Trefz &
22<. 114 \.Jest Hain Street
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lIummelstown, PA 17036
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LAST WILL AND TESTAMENT
of
CHARLES F. STOWELL
I, Charles F. Stowell, of the Borough of Shiremanstown,
County of Cumberland and State of Pennsylvania, being of sound
mind and memory, do make, publish and declare this my last
Will and Testament, hereby revoking any and all wills by me
heretofore made.
FIRST: I direct that all my just debts and funeral ex-
penses be paid by my Executrix, hereinafter named, as soon as
possible after my decease.
SECOND: All the rest, residue and remainder of my estate,
whether real, personal or mixed, I give, devise and bequeath
to my wife, Sarah A. Stowell, providing she shall survive my
death by sixty (60) days.
THIRD: Should my wife, Sarah A. Stowell, predecease me
or fail to survive my death by sixty (60) days, then I give,
devise and bequeath said residue and remainder of my estate
as follows:
A) I give and bequeath my wife's personal effects
and jewelry to my wife's mother, Joy G. Keeney.
B) One-half (1/2) of said residue and remainder, I
give and bequeath to my wife's parents, Russell M. Keeney, Sr.,
and Joy G. Keeney, or to the survivor. Should neither of my
wife's parents be living at the time for distribution to him
or her, then I give and bequeath said one-half (1/2) share to
my wife's brother, Russell M. Keeney, Jr.
C) One-fourth (1/4) of said residue and remainder, I
give and bequeath to my sister, Esther G. Brandt.
D) One-fourth (1/4) of said residue and remainder, I
give and bequeath to my sister, Wanda H. Fenicle.
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FOURTH: My personal representative shall have the following
powers in addition to those vested in her by law and by other
provisions of my Will, applicable to all property, whether
principal or income, exercisable without court approval and
effective until actual distribution of all property:
A) To retain any or all of the assets of my estate,
whether real or personal, without regard to any principle of
diversification, risk or productivity.
B) To make distribution in kind of any personal
property to the legatees named herein, in the sole discretion
of my personal representative.
C) To sell at public or private sale any real or
personal property for such prices and upon such terms or con-
ditions as she deems proper.
D) To compromise any claim or controversy.
E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
FIFTH: I appoint my wife, Sarah A. Stowell, Executrix of
this my last Will and Testament. Should she fail to qualify or
cease to act as Executrix, then I appoint my wife's father,
Russell M. Keeney, Sr., Executor in her stead. Should both my
wife, Sarah A. Stowell, and her father, Russell M. Keeney, Sr.,
fail to qualify or cease to act as Executor, then I appoint my
wife's brother, Russell M. Keeney, Jr., Executor in their stead.
IN WITNESS WHEREOF, I have hereunto set my hand this /Otb
day of ~Jc""'6et' , 1975.
~/~~
Charles F. Stowell
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Signed, sealed, published and declared by the above
named Testator as and for his last Will and Testament, in
our presence who, at his request, in his presence and in
the presence of each other, have hereunto subscribed our
names as attesting witnesses.
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
NAME OF DECEDENT:
Charles F. Stowell
Date of Death:
September 23, 2001
will No.
0907
Estate No. 21-01-0907
To the Register:
I hereby certify that Notice of Beneficial Interest required
by Rule 5.6(a) of the Orphans Court Rules was served or mailed to
the following beneficiaries of the above-captioned Estate on
November 1, 2001.
Sarah A. Stowell
wife
11 South Stoner Avenue
Shiremanstown, PA 17011
Notice has now been given to all persons entitled thereto under
Rule 5. 6 ( a ) except: NONE
Date: January 10, 2002
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Andrew C. Snee
PA 1D NO 6246
P.O. Box 95
127 S. Market Street
Mechanicsburg, PA 17055
717-697-7050
Counsel for Personal Representative,
Sarah A. Stowell, Executrix
Estate of Charles F. Stowell
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STATUS REPORT UNDER RULE 6.12
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Name of Decedent:
Charlp~ F Stowell
Date of Death:
September 23, 2001
Will No.: 21-01-0907
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes @ No 0
2. lfthe 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 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
Date: August 6, 2003 ~d-J 0 ~ .::>
Signature _ _ -
Andrew C. Sheely, Esquire
Name
127 S. Market Street,
Mechanicsburg, PA 17055
PA ID 62469
Address
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717-697-7050
Telephone No.
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Capacity: 0 Personal Representative
o Counsel for personal representative
REV.15QO EX [1-00)
"
OFFICIAL USE ONLY
'* COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Stowell, Charles F.
DATE OF DEATH (MM-DD-YEAR)
09/23/01
FILE NUMBER
20 01
COUNTY COllE
YEAR
0907
NUMBER
DATE OF BIRTH (MM-DD-YEAR)
ItJpq/I' I'
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Stowell, Sarah A.
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
204-18-4695
NAME
Andrew C. Sheel , Es uire
FIRM NAME (~......-l
Andrew C. Sheely, Attorney at Law
TELEPHONE NUMBER
(717) 697-7050
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16. Amount of line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
SOCIAL SECURITY NUMBER
204-01-9585
~ 1. Original Return
o 4. limited Estate
o 6. Decedent Died Testate (Attach ~ ofWll)
o 9. Litigation Proceeds Received
D 2. Supplemenlal Raturn
D 48. Future Intel'8st Compromise (dlI11t of dtlth tfI<<12.12-82)
o 7. Decadent Maintained a living Trust (Attach ~ ofTNIll
D 10. Spousal PovertyCredit(dlI11tor_,*-12-31.el and 1.1-95)
D 3. Remainder Return (dote of death pfior to 12.13.a2)
D 5. Federal Estale Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election 10 tax under Sec. 9113(A) (AlI8ch Soh 0)
COMPLETE MAILING ADDRESS
Andrew C. Sheely, Esquire
127 South Market Street
P.O. Box 95
Mechanicsburg, PA 17055
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OFFICIAL USE ONLY
(19)
CHE(K IiEF~F IF YCl' ,'HE: f~r()UE: ,~It~., [\ I,! I ur,f) (',~ 1,1, OVl !,pi,'rMUn
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprielorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Pnlperty
(Schedule E)
6. JoinUy Owned Property (Schedule F)
D Separate Biling Requested
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (lotal Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I)
11. Total Deductions (Iota I Lines 9 & 10)
12. Net Value 01 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable atlhe spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
20.0
(1)
(2)
(3)
(4)
(5)
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(6)
(7)
50,730.81
50,730.81
50,730.81
0.00
0.00
(8)
(9)
(10)
(11)
(12)
(13)
(14)
0.00 x.O L (15)
x .0 _ (16)
x .12 (17)
x .15 (18)
0.00
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REV.1510 EX + (1-97)
ESTATE OF
.
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CHARLES F. STOWELL
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.
%OF
DECO'S
INTEREST
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSfEREE. THBR RaATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
ATTACH A COP'( OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
John Hancock Life Insurance - IRAannuit,
X-5-F-618
Account #5P5045559, IRA-4
John Hancock Life Insurance
Non-qualified fixed annuity
Account SD1009060
John Hancock Stock
17 share @ 22.00 per share
EXCLUSION
IIF APPlICABlf \
TAXABLE VALUE
3,545.81
~6,811.0()
374.00
50,730.81
TOTAL (Also enteron line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-ll0) '*
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE ,
BENEFICIARIES
ESTATE OF
CHARLES F. STOWELL
FILE NUMBER
21-01-0907
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lilt Trultet(l) OF ESTATE
I TAXABLE DISTRIBUTIONS pnclude outright spousal disbibutions, and transfers under
SARAH A. ~dMt;L Spouse 100% rest,resi
11 South Stoner Avenue & remainder 0
Shiremanstown, P A 17011 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
B. CHARITABLE AND GOVERNMENTAl DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-l500 COVER SHEET $
due
f
(If more space is needed, insert additional shaels of the same size)
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Ma~orie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
ANDREW C SHEELY, ESQ.
PO BOX 95
127 S. MARKET ST
MEa-IANICSBURG, PA 17055
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
Qty
1
Fee Description
Additional Probate
Fee Total
97.00 $97.00
Total:
$97.00
Cltecks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
1100
10/19/2006
Cltarles F. Stowell
21-01-0907
rTToV
12-04-2006
STOWEll
09-23-2001
21 01-0907
CUMBERLAND
101
APPEAL DATE: 02-02-2007
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~~_!~}~-~}~~______~___!~!!!~_~g~~!_~g!!!g~_Eg!_yg~!_!~~g!P!__~____________________
REV-1S47 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES F FILE NO. 21 01-0907 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APJ~!~~^m~itI"IAl~WANCE OR DISALLOWANCE
RECtIn~ct1l0NstAHD ASSESSMENT OF TAX
:, -0C,T-P r.r. \,"1' I (~
l'iE\.]!.,) I ~.i'! \.);",}' L '_n. ~_:
DATE
2006 DEe -8 PH 12: O~STATE OF
DATE OF DEATH
ERK Oc FILE NUMBER
CL I COUNTY
ORPHAN'S COURT ACN
CU\1'T'J!'i ",) PA
ANDREW C SHEELY ESQ
127 S MARKET ST
PO BOX 95
MECHANICSBURG
PA 17055
ESTATE OF STOWELL
*
REV-1547 EX AFP (06-05)
CHARLES
F
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 12-04-2006
NOTE: I~ an assessment was issued previously, lines 14, IS 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. AlIOunt of Une 14 at Spousal rate (15) 50,730.81 X 00 = .00
16. AlIOunt of Une 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Allount of Une 14 at Sibling rate (17) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
X TS:
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
.00
.00
50,730.81
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
DATE
+
INTEREST/PEN PAID (-)
NUMBER
AMOUNT PAID
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
sut.it the upper portion
of this fon. with your
tax pa~t.
50,730.81
00
50,730.81
.00
50,730.81
.00
.00
.00
.00
( 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.)