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HomeMy WebLinkAbout94-00227 , "', ,':,1, , tl,.'~.,... '~Q .' 'I , " . \~', ',,,,' 'I"~ " , /!i:.,_ :', ,. 'j '" ."" \1, , :""1';'."11 I'" \ i," ,. ;:.., i ::,: ' f', .," I' I I' ", .. ',n"o- , , , , "J;' ~\ "" "J,' '.. " \',',".'. ',", .. :\' .,i: '\,11: ,:1 ;: .. . , ~ ~ . ~, " , -'J'" '". ,", 'II 1'1. I \ I ~" . 'J'il , " " '.,': " ", "\'. ',1' 1"'11\,':";" 'I ,'il 'II' ,\'" " " I. I, \\,1', , " '..I, I" " ",\ ", " Il',:l.' "'1' " ',1 'I ,;, '" " };.. ." t," '!'. , ~ I.. " 1\ ", 'f', ",', .. " ',;" , .,", ,,'t. '" " 'I, " , , ': ,~' " " I; ~ j 'II' 1\ " ,,' 1:1,' 'I' " , .. ,,' :", :\! ',' II ':;," ',\,' 'I,' "I :", " It, '/ " " '" ',I, I' . /',' ~.. \ :,)\' ," ,(0, , , " ," :;,1',.,.' .....\ ':'L'\"\ ,'1,_ 1,,_, " '. " , , , ", " '\" ;' I'. , , \.' I 'i " 'f' II" '. ',\, ;\, t', ,.,.":. I, .:~" ':: ","'::",.,,',}' 'e,',:"':',,,:':,,',',' , '!' "\~': "", ""':'.'.r,. 'i.' " .,. 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I' .;, ','1 " '."/. !I , , ," ,"', 1;';'1, , )/;..: " ,q.e' ,\.'" " , ..: " '.' ,I. \10 .' ,.' : '../ " '" .,,' I, ,; .':1 'I' ,f\\ " ;' "', !' '" ", .' " i., I, ',,: " " I' , i , , ',' , , 1 ':11>, , "f" , 'tl'l '. , ' "'" , I', ';'i'..\ " ('I' , " " I, ", )','/' 'I, ", ;' I, , '''.,' " ", "I. ',',f, " '" ,,' "'" " " , '~, '(,: I " '" , f' , ~ " ,. I: 'II' ", I:', " ", " " "I,' il.f " " :\.,f'.'" " I " , " , ;, \ ~,. "l,' '" S:.," ",', t-C:. PETITION H)R PROBATE and GRANT OF LETTERS Estale oJ'_\j,,:;92.0.il-A-..::>Mv.LL No, o?I-9L/--.;?;<1 ulso known (IS.. ____ To: -----.. Register of Wills for the _______..~ Deceused, County of CUMBERLAND in the ,Social Securlly No, ./Ycf- ~.fj .. ~ 'L Commonwealth of Pennsylvania The petition of Ihe undersigned rcspect fully represenls that: YonI' petltioner(s), who Is/arc IH yenrs of nge or pi del' anthe execut OR In the Inst will of the above decedent, dnted _--S..!i,(~ _....-: .' and codleil(s) dnled '7~ nalned ,19--' (!ltnlc rclC\llIlll clrClIllIstances, e.g. renullcialion, death of eXCCUIOf, CIC.) Dcccndent was domiciled at demh in {l.v,."kc)/i,vd . County, PennsylvanIa) with h",( last family or prlncwal residence at 89 L!J~'- J~ 1~1! C./~/tf!(llt 15.t;L .. {I/1/t J./<i e &.' .1ZeL3-. _' _ (Ihl street. number und lI\unclplIllty) Dcccnden~thcn -57; 7J.r:;;/ nge, died F;'~.R,J ?,ey.. /1,19 9'/ . at 01ll,{j . . ,Ii. .. Cl/mh~.vt/ /!,~ f!.-i~.J.i<" I 1J;,=' . Except as follows, decedent die not marry, was not divorced and did not have a child horn or adopted after execution of the will offered for probate; was not the victim of n killing und was never adjudicated Incompetent: Decendent at death owned properly with estimated values as follows: (If domiciled In Pn,) All personal propelly $ /~ (I()~,~-:. (If not domiciled In Pa.) Personal property In Prnnsylvnnia $ (If not domiciled In Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respect full)' request(s) the 'probate of the last will and codlcll(s) presented herewith and the grant of lellers TtSTAMENTAHY theron, (ICSlllmcnlUry; odmllllslmllon "La,; admlnlllrallon d.b,n.',I,',) i "'~ 'il" ~JJ . Re"~ Bo~ oS//C,.E' . A ~ V t." I ."'- L...../-2Ji.cl ~.. U'~ ~o i Iii OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY 011 CUMBERLAND The petitioner(s) above-nullIed sweat(s) or affirm(s) that the statements In the foregoing petition arc trlle nlld correct to the bcsr, of the knowledge and belief of petltloner(s) and lhat as personal represen- tatlve(s) of the llbove decedent petillnner(s) will welllln trul administer the estllte according to law. ~ " ,. & ~ Sworn to or affirmed nlld Sllbscr~ihCd / - , ~4.-' , i before me t,hls, '------.--t.t=--, (h~ of ----- V ~~~~~mJ - ~4-- _ {)1AR Y C. L EW IS R(wlsl/!r' lI-:;J-. ~ /1/-0(p-'t Jl10!i l'2nEV II.M j.EI!FOFl 11119, CERTIFICATE ')lOlll WAHNINl.i: " I!; II.I.I,"A' III 1\1. 1111 II'II!. (.( II"Y 1111 TO 11lJPI.ICAIl' flY I'II(JII)~,It" lIll i'II\Il{)(H\^i'11. COMMONWEALTI\ OF PENNSVLVANIA DEPAnYMENT OF t1~AL Tit VITAL AF.COlllJD LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT, NO, 2056795 February 26, 1994 ---0Ai;-oTi~II~.,.i)11,~,.(;;;r.i'iZiT.~-' Josephine ll. Schell Name of Decedent Hill -.--.. ...-...-----..- "i,i'li:li:,--- .-.. ------.H---h--...-----Tt"".-------- Female 165-03-5167 February 17, 1994 Sex._ ...__,Soclal Security No,...... .U___. ...... h .._ ..h........ ...Date of Doalh Date of Birth. ~t. 23, 1914..__. Blrthplaco. h_._.~~ff.~~n. ~~'._~~~.:. _h..___.._u__ Place of Death .._~rlisle Hospital Cumberlnnd Co. Carlisle Pennsvlvanla f~Cllllf N.m~ -----..t/;Jr;;-I---~-----_._.---f.if1iJr~I;M~-. Race __ Whit~_..._ Occupallon ___.Fa:~o~..~ork~r.._m._. ..Armod Forcos? (Yes or No) __ NO _. Decedent's 'l 013 Marit IS s WidO\...oo Mallin Addross 69 McAllister Church Road, Carlis e, Pa. 17 a tatu _._____. g .. ..._... w_. __.__....'.__._..__.__..________ N_ln.t_I' !,tr"<JT c",O'IOo'lll !'Ilalo Informant ~lOria~ SchelL._..._....._.... Funernl Director u_.__,~t":.vo~~. Kr~_x:...... Name and Address of F I E t bll h t Kreamer F .H., 618 E. Main St., Annville, Pa. 17003 unera s a s men .._---_.._-_._-_._-_._..._----------_.._-~---_...._------.-- (a) Cardiac Arrest : I nterval Between : Onset and Death I I 1 ._---_.---_..._;.~---_._----_._-----_._._--_._.._..-......-~...__._---- , , , ---.------..--------.-.--- , , I ----------------------------1---. I 1 1 .----__._____.________..__1-___ Part I: Immediate Cause (b) Congestive Heart Failure (c). (d) Part II: Other Significant Conditions ------------------------.----- Accldsnt Suicide Manner of Dealh: Natural IiO< o o Describe how Injury oocurred: Homicide Pending Investigation Could not be Dlltermlned o o o Name and Title of Certifier. Address 220 Wilson st. Ca;~-i~le.~-;~-.--~;.~~.~.----...-..-----.(M,[)~, il,O., OOloRer, M,Ii,) ---.--.---...--------.--..-.-......- ____._n__.__._._......._.._____........_....._________._._._____.0.____ Gary L. Blaoksmith, Jr. This Is to certify that the Information horo givon Is corroctly copied Irol1\ un original certificate of death duly flied with me as Local Registrar. T;&lO or r 11;\01 Gerllllenle will ~o lo( urdod to the Stalo Vital Records Olllce for pormnnent filing, /) I~} _ ~ ' ~~tv //l l(eV 38-357 I r".1' 11"l'lj',1I .,i '/illl Jl" 11'.1, - -lJ'-J!~,l-;';' - - . February 24, 1 994 -ij'"liili;'"G~;,1-hlT,7,:-:i;jii:w7Ii,tr--. -- 159 N. RnilrCk1c1 St..,Palmym, Pa. 17078 <","1.\11" 'i 1.1,11""""11 1""';"'''1' 1 I. . ~J i . , W I L ~ I, JOSEPHINE B. SCHELL, of 89 McAllister Church Road, Cumberland County, Carlisle, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid from my residuary estate as soon as practicable ~fter my decease as a part of the expense of the administration of my estate. ITEM TWO: In that I have already made arrangements for my daughter, GLORIA J. SCHELL, to receive money and property that I owned, I leave the rest, residue and remainder of my estate to my other five children, SHIRLEY L. GESFORD, GENE R. SCHELL, JOHN F. SCHELL, JR., GARY R. SCHELL, AND DEBRA A. STALEY, share and share alike, per stirpes. ITEM THREE: I appoint my son JOHN F. SCHELL, JR. Executor of this my last w~ll. Should he fail to qualify or cease to act as Executor, I appoint my son GENE R. SCHELL to act as Executor with the same, rights, powers and duties. ITEM FOUR: I appoint FARMERS TRUST COMPANY guardian of any property which passes to any person under the age of 21 years and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Said guardian shall have the power to use income from time to time for the beneficiary's education, support and welfare without regard to his or her parent's ability to provide for such education, support or welfare, or to make payment for these purposes, without further responsibility, to the beneficiary or to the beneficiary's parents or to any person taking care of the beneficiary. Said guardian shall administer the separate and equal share of each beneficiary until he or she becomes 21 years of age, at which time the share of each beneficiary remaining in the guardianship account shall be paid to said beneficiary in full. In the event of the death of any beneficiary after my decease and prior to reaching the age of 21 years, his or her share shall be distributed equally to the surviving children or child to be administered in accordance with this guardianship provision. ITEM FIVE: All estate, inheritance, succession and other taxes imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. ITEM SIX: I direct that my personal representative or guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM SEVEN: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following rights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions as to legal investments. C. To repair, alter, improve or lease for. any period of time any re~l or personal property and to qive options for leases. .. " O. To sell at pUblic or private sale, tor cash or credit, with or without security, to exchange or to partition real or personal property, and to give options tor leases, E. To make distribution in kind. F. To compromise claims. IN WITNESS WHEREOF, I have hereunto set my hand this ~() ft day of 0 "l 1990. ( SIGNEOCV~1'1D~Jj~ ~SE'~~~~SCHELL The preceding instrument, consisting of this and one other typewritten pages each identified by the signature of the Testatrix was on the day and date thereof signed, published and declared by the Testatrix therein named BS and for her last will/in the presence of us / who at her request. in her ~~:::~o. .n. in tho ,'...no. of "O~/l~~~~O~ 7i;P;f ...t~.. COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We (LL I 'l'f tJ&.f '^' and .r'C V'/)~( (;t,(,uk.A..-., witness- es whose nam~~ are (igned to the attached or foregoing instrument being duly qualified according to law. do depose and say that we were present and saw the Testatrix sign and execute the instrument as her last will; that she signed willingly and 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 the time 18 or more years of age / of Ilound mind and urrnt 0 con r~m.or undue influence. YI Ny--<' zr' -u,; Sworn and subscribed to f-A before me this:(O day of JV./7 / 1990. ~Y~U!:l~ COMMONWEALTH OF PENNSYLVAHIA ....1lI,1~.-r'M8Dl 'I01AHIAI. S(M KAREN F. OVllIf., NOI,\RY 1'UOtle 1\01\0 OF CARUSl[, CUMo:lllMID COUIITY MY COMMISSIOII f,XPIHtS MI.II':H 18, \001 SS COUNTY OF CUMBERLAND I, JOSEPHINE B. SCHELL. whose name is signed to the attached instrument, havinq been duly ~ualified accordinq to law. do hereby acknowledqe that I signed and executed the instrument as my last will; that I signed it willingly; and that I signed it as my free and VOluntary act for the purposes therein expressed. Sworn and of 1990.. J~IJ ~.I3S~tij fJJ affirmed to and acknOWledged before me this ~d day """,, ~::~t~;:~, ..", ~~n!,;: "h"'::'. 1101\0 OF CAIIlISlE, CUMOE/lI.ANII COUNTY biTiJ"...-...... MY C(lMMIS~;I()N f)lI'Ih~f. MAII!:UI8, 100\ .' )y-IC!l,~q INHI:RITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) o IEV,I500Ii.III.911 . , 'OR DA'II 0' DIA'H Aml12/31191 CHICK Hili II A SPOUSAL ,ovlayv CUD.!' IS CLAIMID 0 FIll HUM..l '( "1,, 1;"1 ~~ .~'\:i/';" COMMONWEAt1tIOf peNNSYlVANIA O~PARfMfN' W REVENUE DIP! 180601 HARRISIURO, PA 17118.0601 ""'11!itm!ii"i'N'Mlil;'~" 'IR!OiiD MIDDIllNITIAlI I ' ') (, I ilc',.( 1. ,j {<'., (L '/1/ ,/0' /~ f: f/ '))",'; )./"/.:) ;."1..' '!c5Cf,\{'.nCUiif(~UMm~n.n.L-~-~o, DEA1i'--~1b'A-mmTRfH"""'" "I . /1 1 I,' I!. , " . /' /) .. 'I (/.. 1 //' 'tV:; Cl ;.f j' .- (:' ~ ", .-)' / ~ ,) j" .- '/ ,/ /i.'.. )') i' CoooI __.__n __. ",uuu" . ........ ......._~_...____.._...._ ____..__.__ ......L___....__.....______ l!! ,ti(l' 1. O,iglnal kolurn [] 2, Supplomenlal ROlu,n f] 3, Romalndor ROlu,n ~S (for dolo. 01 doalh prior 1012.13,921 ~L II 4, lImllod E.lalo L] 40. fulure Inlor..t Compromllo [] 5, Fodoral E.lalo To. Ol;! ('or dOl" of doalh allor 12.12.92) Rolurn Roqulred [J 6, Decodonl Dlod To'lalo [] 7, Docodonl Malnlalnod a LI,'ng T,uII _ 9, Tolal Numbor 01 Solo Dopo.1I Bo.o. ___.. IAllach copy of Willi (Allach copy of TruIII ALL COUISPONDINCI AND CONPlDINTlAL TAX IN,ORMATION SHOULD III DIRlCTID TO, l!z NAMI /' -3ro;mrfrM~llINO ADDI/\\ a z~ f..!j;.:1 {I. /.:~_(:c5!//.;.t.'./ 1.._. :1:'. _...n 1/. /'J .., 8 ('\ "/1(' ;. 82 ""HON(nUMRER , , , , ,oj ./ .,/1' i/./.. (". J (,"' ",-Ie' <'.3 ..J2a.L_,,:C~~;\,..:..-~ / l.::'..L~~.==... ..... _ . ..2-f]., ~' 1, R.ol Ellalo ISch.dul. AI ( 1) __.... m_...........~.__, 2, Slock. olld BondllSchodulo B) I 21 .....n......n . .._m'~..__._..... 3. Clo"lt Hold Slock/Parlnorshlp Inlo'oll (Schodulo c) I 31 ___.._.___...__._.__._ 4, Morlg09" and Nolol Rocol,ablo ISch.dulo D) ( 41.......,....__...............__.._ 5, Ca,h. Bonk Dopo,", & Mlscollanoou, Po..onal Properly( 5) _..._..Lt}.,...~' !L..1..;L'L ISch.dulo E) 6, Jolnlly Ownod P,op.rty ISchodulo FI 7, Tran,ler, ISchodulo GIISch.dulo L) B. Tolol G'OIl AII.II Ilolallino. /,71 9, Funeral E'pon.o" Admlnlll,a",o Coli., Mllcollanoou. I 91 E.p"'" 15chodulo H) 10, D.bl.. Mortgogo lIoblllllo.. lion, (Schodulo I) 11. T 0101 Doducllons Ilololllno. 9 & 101 12, No' Valuo of E,lolo IlIno 9 mlnu. IIno III 13, Chorlloblo and Gomnmonlal Boquo'I' {Sch.dulo JI 14, N.. Vo.luo~~~jo.c~!.".!o. (IIno 12 mlnu,lIno 131 15. Amounl of IIno 14la.ablo 016% '010 (Includ. ,aluo. from Schodulo K or Schodulo M,) 16, Amounl of IIno 14 la.oblo 01 15% ralo (Includ. ,aluo, 'rom Sch.dulo K or Schodulo M,) 17, Prlnclpolla. duo (Add ladrom IIno 15 and 'rom IIno 16,1 19, Credill Spou,al Poverly C,odil Prior Paymonl' Dlscounl Inlor.,1 + .. ....-.-.. +................. - ......-.......... 19, If lin. 19 II groolor Ihon IIno 17, onlor Ih. dlfforonco on Iino 19, This Illho OVERPAYMENT, II![] 20, If IIn. 17 I. groaler Ihon IIno IB, onlor Ih. dlffo,onco on Ilno 20, Thl. II Iho 'AX DUE, A Enl.r Iho Inloro,l on tho balanco duo on IIno 20A, B, Enlor Iho 10/01 olllno 20 and 20A on IIno 20B, This II Iho BALANCE DUE, ..~uk!.Choc~.~....vabl.o to, Rogl.ter 0' ~III., Agont ..__.~______..__.... .. II SUAI TO ANSWei ALL Q'UISTIONS ON AIVIR"~Di'AND TO RiCHICK MATH." --. - ~ Under plnallles of perjury, I declare tholl have uOnllned Inll Ulluto, In ding accompanying IChodulll and ,'clementl, and 10 th, bill of my knowledge and bell,', ~~:~du~.~c~fin'r'o;;~,~;~I';hi~I~~~~~r~.O~~~1 ~~~'~;~,~};;,b~~n re ,:~d:UI'~~'~'I. ~tt ~~~.'~I~n o~~'" olher Ihon Ih. per~o~ol r~~~"J.nl'? II iiOWJUllf Of PERSON IlUPON51Blf fOR "llNO RETURN ^ODR~S~ ~t' [ , if --T.'" ,'~/-~,7' --.--- mr---'- I ,.)If'I"IJll' /." /,/f 110,il;WUoTIRfPARE. 6hll.- m'N mmmi~i1vl"- n Alill,m'-' nn__~._......_.... ..-----.. ...-.----.--~..,..-...- MTr'---- COUNTY CODE /fl'/'/ YEAR ,',!,.;;)) NlIMBEI "~ :.1 hI 'oj z o ~ E ~ I 61 ---.___._..____.....: . . I 7) ---....._.._. I, {"~ ( , , r.. _:(..:n' !' N1 ( 9) / tJ, .y~;,,j; ~l-') (IO) n..._. 111)_. S./j-ff. (.~!!..... .LI f Z'Z ..-Q 112) -__~._ ..:..J...,l_ (13),___ 1141 - __.!z!..1_Z:1. ,~'F't. -- .Lj\~'/l'l'';; ')(7'1(.,7" (151___..~7_U../... '..-!..L_K ,06 a ,~ .-,~ z ~ S ~ ~ 1161..-_____..___K,15a 'J c.-' 'I /, '/ (171 ..-____d::l.~~_..__ Chdck here il you (Uti fNluo..tinf) (l fulund 01 vour OV'NpuYllwnt. 119)___.._.______._.__ 119) .__...__. 1,;0 '/J ;;:.1 (201 ........---..LJ_......,...'-,L-- (2DA) _....._._.____.____ 12001 _..___.__._.. .------.----.-~ -'."..__'._"_'__h___n.._._.._._.__. _ IIV,UlIlKt {1.U' . , SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ~:J~'9l\ ...~ COMMONWW1H 0' ,rNNIYLVANIA INHlIlIANCr TAX RlTU!N !IIIOIIH Dr~rDrNT (){., If ~>~i ITEM NUMBER JiJ~~e))I,~/C' ;::::, DESCRIPTION A. B. 2, 3, 4, C, 1. 2, 3, 4, 5, 6, 7, 8, / ~:9'y ('~)e:J~ / 1. Pun"aIExpen"ll !(..'t',/"I'R r,J.(:,'.t't<!.1.. /,1"11':) !;I,./,I/VI"-)'! I (,,~ p.'c.">t>,vllJ. .,. ,~19ff .S.......~/ t!t! '9.:;I,~~/ t't. ._ th (,'.'5 n'.<I~I/. /./,(.'" .111' i~'''':.o?II'.1)1~ 1\"t'(i~?7/11'/ r1 (1/ I' /.J.j .,.,'"..5 "1.0/./ 1.:~"/'1'.1't.'. I r.' /','11 (' /"-> ,J.:' y /)}5('.5S'i/i?I/(j \(I.$llp('~ . /C','\"~'/~'t.! ~ u v if (II. q<' (. y' IIt.'vl'~ (.(1< (off -<i ;}e'/;:,N,.Ji-t'di" .(}"V;- cI.t'" , D I ,...:: {,J,i),>/<?11.. ('YlO<: (!.e,c1/f/t'r/ (;("I!f,'r:,'C!.1/t:. t!.'IJl<e -r ('.,,1<1 If r;ito(tJf"t:-''J f..'4,:i1< ,~f ,4Jl'''/~//)I,It''(C .v" ~ ';0' ~!, Admln'ltratlvl Callll (1,r,"7 t' 1"<'1.' r' E'(JUIII,?)t'.II1' H-/. cl/MY !hYr>1ev( 1. I /.)''''(''','1\1''- P"rlona Reprosenlatlve Commissions . Social Security Number of Personal RepresenlatlvlI Year Commissions paid Attorney Foes Family EKemptlon Clalmanl .__ Relationship Address of Claimant al decedent's dealh Slreel Address t:lty Stal. Zip Codi Probale Fees Mlleellaneaul Expensell J,~;)je~'I;.r"{;~)C6 ;/,iJ)( FlI-I""(j f,~(.' TOTAL (Also enler on line 9. Recapitulallonl S (If more Ipaee II needed, In."t addltlonallh"tl of same 1111.) AMOUNT 'Y..;),'f,~': C<(J ..!J-":;/j-~ (jU ,.!)",.fu, t~o .S ,',(.10 .,jl'l.O() .I 0(:;, (,0 Jj~/.?)(} ~'J~ . ,.I(.J t,~--. <.Ie - -. ~ (.1- - Gl.- .- c:)...- ...0, CJ () /.5~ C> 0 .ll'~' 'lI,lIt) I, J'- .~, ' ' "......,,-_. .~. ,- ,.. ~ ,c fd;'1 "('l'/,}"'!'i:-:H1P 1{-"" '. j I ,:';';~i," .' -,,/8.-~V~;;~i;:"G"'':'I'~~'f'''';'5~ ; . ..,...:\,~ .{Ji'I_'~~ ~-o. fl~"~' - of ~~~'!r:..",':"''''~'I.j~~- .' I. - ~~-~ .'-~ Mr, John. R, 0, #3 Annvi lie 1 F,SchellJr.., Box 416-E' Pa,17003 ~- ...... ,,1,.'/,1)"'(':"':1' W~111 i', ....: "'.'1"" ,'M':;:'!'/ 'I' $0.52 lillii n I '~i':i; I) ( tJ 11..1.-5' f.oilf!-1 I/o 1/:51: , I'.;,j , ' ,.,f CH>I//JeL },/tAJt;l !/i?!l1 0 tle~ i4~/(1 . {!,/J,e).,' <5 /... ~ ( ,4." I Ct>//,1/(l- /)e;JISft:e //1 (J /J ,t'S 1-e e.t.'-['- /70 /3 1 .,' j", "', I ,. . I .' ,I 1.';,H'L<~',>('j~.'_"I""""'''''"'' ~",.."_...."....".~"'"......,,~"",,,... .'~- . ", -" - ': ' . ,,':: "_~II"'..\""'W!M',,",,o"''''''~'''~-'''''''''''-I~'W''''''''''.''''''''''-~......_. , ' , . ' ' ' " ' I ,,- . , I ',,' " \ .., ' ~\' , ';, " . ,,' , ,.~ .1 !'," , q~ . ,,~ I ( " " ," I , ":', 'If.J . ,Q ,'. ~ , " \ r I~ ;l.(I' -' , ," a f', ~ , '1 ",,', ' ," ,,'.t' .,\, , "f' '" If " . , " , . .~'.:" ': I'" , " 1'- . " , J " , .. " "j " , .~' ,''I " , ,\ / I I " \ 'I, ,', I' I I I .' , , . ......... ':1' 1\1 , , , ,- ;' i, ", " ' ,I, I' " " . ," " '.~' " " " ~!U.jlOO IX. (709'1 ~ ~!5~ ~I~ tiE M B~ / ,;-, (II (. .. (I INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WilLS) *' COMMONWU,lOl 01 ,rNNnlVANIA oeW!~INr ~'t R\UINUI HARRllfulb, ~A tlll~1Il1 ON' NAM (Wf. II_If, ANti "'IOO~IINI"AU i ~ SCIIELL .lOSEI'll 1 NE AI. lull 1 UUMA . 185-03-5167 g"il Of \,fAIH 2/17/91, ff: ~Wi18~ PlATH AnU 12131191 CHICK Hlk povnn CUPIT II CLAIMID 0 IILI NUMBII 21 - 91, - 022'/ COUNIY CODe HAR Cf N' ON< l AO 11' NUMel~ DAU Of III 11 10/23/1/, 89 fleALL 1 STER CIIURCII ROAD WEST I'ENNSIlORO TOWNSIIII' - CARLISLE, I'A ~ 17013 AMOUNT UClIVlO 1m hdUUCflOtHI Il, ftI AlPUCA.lIII'UI't'''''HOt'<.'MJII''N.Uo.Il\.A'I,',.IIIoMO~oOOlJ INl!""'" IA~ ( v.,n HUMIU G: t $uppl'l!ICnto' R.'uIn o 3, R.m.lnd.. RIlurn lfar dot" .1 d..lh pli., I. 12.1 J.B21 o 5, F.doroll".,. To. RIl'," R;q,il.d o 1, Original RIl"n o A, llm~.d E.,.I. o 6, O;ud;n' Oi;d T "'01; (A"och copy 01 Will) R.11 '/:0 HUBERT X, GILROY, ESQUIRE U'HONI NUMlU 717 243-4571, C Ao. 'U1ut. IMeffl1 Comproml" l'ar dill" .f doolh oh.. 12.12.821 o 7, OIC.d.n, M.ln,.ln.d 0 lIvl'9 Trull (A..u. c.py of Trulll .... .....0...""'. ..-..:J.......IW/' ....., , " ',,,." 1 'I . """ INFORMAu I""..}'a""''' !~.fNo\ol'IO~: YJ";:d, .l,J,i... V.;-! ,:':4~.:JPlr)' . . OM'~ IMI\INO ADOU5$ IlROU.lOS, GILROY' HOUSTON, I'.C. 4 NORTH HANOVER CflloQET, GARLiSLlij~ PA 17013 ~(~ \rl 'y;' _ -, . ,.~ . J fll , . .. o j;; ~ ~ ;; ~ w '" 1 RiOt e".r. ($dIed,l. A) 2. $,...., oMl Bond'l$ch;dvl; Bl 3, a,,~y H.ld S'odc/P.Mn."hip tnl.r."ISch.dul. q A, M'~g'g.. and N.1I1 R.coivobl. ($ch;dule 01 5. C.,h. Bonk O'p"I'. & Mh"lI.n""" P',,"IIOI PIOP;rTy ISch.dule E) 6, Jointly O"nod P,.porty ISchtd,l. FI 7, Tr.,,';" (S<htd,l. 01 (Schtdul. l) 8, T.t.1 Or," AIl.ul'.'ollinOl \.7) 9. Fvnftcl hp.n..., Admlnhlratlvl ~III, Mlscellaneoul bp.n.OI ISch;dul; H) 10, D.bll. MMgog. liobil'li;.. lI'n! (Sch.d,le II 11, T.,.I Poducllon'II.'.1 UnOl 9 & 10) 12, Nil V.lue 01 h,o,; (liM 8 minu. U.. II) 13. o",i'obl. and G.v"nIM.,ol Boqutt'. ($<h;dul. JI lA, N;I Volv. S~'C1" 10. (llM 12 mlnulllM 131 15, $po"ol Tron"". (lor d.t" 01 doolh oh.. 6.30.94) $It In1!r"C1iont for Appllcabl. P'rtanlogl! 01'1 Revera. Sid., Ilnelud; v.luuli.m Sch.dul. K or Sch.dvl. M,) 16, Amounl .f Un. ",..obi. .r 6% lot. (t,dud. v.luOl Ir.m :ich.dvl. K " $ch<dvl. M.) 17, AMvn' of line " ,...bl. ., 1 Sill ,.11 (Ir,c1,d; vol.OI horn Sch,dul. K ., Sch.d,l. M,I 18, PIlnclp.llo. dv. (Add ,.. 110m Un.. \5. 16.nd 17,1 19. ClIdill $pOUl.1 Povor'y ClOd" PriOl P'YIMnll _ 8, T.,.I N,mbor .f 5.1. D.p.'iI B'''I (I) 121 131 I AI 15) (61-.!:5,510.72 (7) ~... ... ~ ,.71 , , ~, , .. , :, " CV 45,510.72 ii r- oc .. &! :l a ~ ... ( 91 1101 27,200.00 181 11112h200.00 (12) IR,110 77 (131 (141 18,310. n 1151,__ 18,310.72 1161 (17) ,IIll._- K .06 a 1,098.64 K .15 a (181 I. 09H h6. OiKounl Inl",1f + + 20 HUM 19 h gr;.IOr th.n lIn. 18. .nllr Ih. di!i;/f_ .n lln, 20, Thll II ,h; OVERPAYMENT. riD (191 (201 Chfttll hOI(" if y'uu a*tt ~equl"hnt) (I rdund of your overpoYn'lronl. (211 1,098.64 (21AI__ (21B)_ ,~' If \1.. \ B II 91O"or rhon Un. 19, .n'.. 111. d,ll...n" on lIn. 21, Thh 1,lh. TAX OUI, A. Enl., Ih. Inl.r," on lh. bulance dllt on lint 21 A. I, Enllr rh.,.,.1 of lln. 21 and 21A on lIM 21D, Thll 1.1h< BALANCE DUE. Male. Chid< Payable I!' R,gl,'.' 01 Will,. "V.nt . "':, '.' 'l.~~~I' .... I,BElSUJlUO,;~N$w.ea.iAtl'QUSmONI,ON 'REVERSE~IOI!iA~.D!\'O,~~CHGOl(-MA;!:.lI~*< ,4(; \,~It'i'l/ol', Under plnohl., of p.rlury, I dtdo.. tholl DYI uomlned '),11 relurn. In i,'ding occt.lmpal\ying Ich.dulll and 11011"'11'\11, and 10 the bill of my knowl.dgl C1nd bill,' '111 "116, (orrect ofld compl"I, I de</ot. thaI all (tal '1101, ho, bun rlV rttd allrue Morkel ...alul. D.clarallon 01 prtporl' olk., than ,h. pet.onol np,."nloHvl I baltd on olll"'urmaUon of which preparel ha. any knowlt<lge. \IQN.uU.IO"l~~tlmtON'IIL('~'lllt-lCi.t1utN I.Otl~(n ..\1 14' (-'_ \ 'I I) 1\) O.l\U I Ie' GI,ORJA .I. SCIIEI.I., /'-...1\;(, ,. ...ll...LL.\... I ''''_~~P ~lt.NA,IU" 0' 'Ilf'Alll\)'MU THAN ..,.hfNI""fY .lOP"1t " ~ 0"11 ~-- , ,.. " 1~liOt ... lll.ttl - COMMONWIAIIH 01 P1HHIYlVANIA IHllllllANCf WlIllUllj 1II10lNT OICIOIHI ESTATE Of SCHEDULE F JOINTLY.OWNED PROPERTY I j FILE NUMIER 21 - 94 - 0227 JOSEPIIINE B. SCHELL Joint tlnon'I'I, GLORIA J. SCIIIILL NAME A, GLORIA J. SCHELL I. C. Jo'nttVoOWlltd propertVI ADDRESS 1101-22 NAN ROC DRIVE MECHANICSBURG, PA 17055 RELATIONSHIP TO DECEDENT DAUGHTER ITIM Lmu DATE POR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMII' JOINT MADE DESCRIPTION Of PROPERTY TEIlANT JOINT OF ASSET % INT, DECEDENT'S INTEREST 1. $87,000.00 50% $4.1,500.00 A July 20 REAL ESTATE - 1990 89 McALLISTER CHURCH ROAD WEST PENNSBORO TOWNSHIP CARLISLE, PA 17013 2. A 1990 PNC Bank Account $ 4,021.44 50% $ 2,010.72 , i , " " " " , I , ' " ,0 , . , " , , " " , . - TOTAL (Aha 1.ler on IInl 6. RKapllulollonl S 45,510.72 (II marl 'po," I. n"dld Inllrl addillanalsh"" 0' .aml ~It) JOHN H. BIlOUJOS , HUBERT X,CllIlOY CHRISTOPHER C. HOUSTON BROliJOS, GILROY ~ HOUSTON p, C. ATfORNEYS AT L\W 4 'NOIlTH H^NOVPIl ~TIleBT CARLISLE, PENNSYLVANIA 17013 , ' 717.243'4574 NON'T')~~ POll H^I\I\ISBUI\C ^1l1!AO 717-766'16QO PA)(l 243'6221 I June 7, 1996 'Mary C. Lewis . Register 9f Wills Cumberland County Courthouse Carlisle, PA 17013 RE: Estate or Josephine B. Sahell File # 21-94-0227 Dear Mary: ~losed for filing is an original and one copy of a Supplemental Inheritance Tax Return in the above referenced matter. Also, enclosed is a check in the amount of $1,098.64 as payment on the tax. Please request the Department of Revenue to advise us of any interest that is owing. '1 f you have any questions, please feel free to contact me. Yours Sincerely, ~---- bc . Jiinalosures , oct Gloria Schell I,,, , ' '..,' REV-1547 EX AFP (10-93~ COltHO!MILTH OF PENH1VlYINIl ACN 101 DEPARTHfNT Of REVENUE NOTICE OF INHERITANCE TAX BUREAU Of INOIYIOUAl TAXES APPRAlSEHENT, ALLOWAHCE OR OISALLOWANCE ~miS:~:~lpl 1712B'0601 OF DEDUCTIOHS, AND ASSESSHENT OF TAX DliTl! 08- 01-94 ESTATE OF FILE NO. 21 94- 0227 DATI! OF DEATH 02-17-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIDN UF THIS FORH WITH YOUR TAX pAVHENT TO THE REOISTER OF WILLS, HAKE CHECK PAVAlLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TOl JOHN F SCHELL RR 3 BOX 416E ANNVILLE PA 17003 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 E _~unt_ ROMltt~ I CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ R"EV; iaiij- E'iC" jiii - fi 0-; 9iT"Piiii'"i c r -ci F - INHEii'if ANt !"i'Ax" A"p Ii RA-i 9EifEPiT ~"-"LUiwAN-ci E - 0"1i'" -." --"...""""""" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHELL JOSEPHINE B FILE NO. 21 94-0227 ACN 101 DATE 08-01-94 TAX RETURN WAS I I X) ACCEPTED AS FILED () CHANo'Ei(' RESERVATION CONCERNING FUTURE INTEREST - SEE REV~RSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Rool Eototo ISohodulo Al 2. Stooko and Bondo (Sohodula 8) 5. r.lo.oly Hold Stook/Portnorohlp Intoroot ISohadulo C) 4. Hortgogoo/Notos Rooolvabla (Sohadulo D) 5. Ca.h/8ank Doposlts/HI.o, parsonol Proport~ ISohadulo E) 6. JointlY Ownod Proport~ (Sohodula F) 7. Tronsfars (Sohodulo 0) e. Total Auots II) (2) IS) (4) (5)- (6) (7) ,DO ,00 ,00 ,00 10.465,59 ,DO ,00 leI 10,465,59 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funaral Exponsos/Adolnlstratlva Costsl HIsoallonoous Exponsos ISohadulo H) 10, Dobts/Hortgago Llabllltlos/Llons ISchodulo II 11. Total Doduotlons 12. Not Voluo of Tax Rotu/'n 15, Charltablo/Oovorn.ontal 80quoots (Sohoc1ula .Il 14, Not Valuo of Estota Subjaot to To. 191 (101 5,5B8,00 ,00 1111 1121 1151 1141 5,588,00 4,877,59 ,00 4,877,59 NOTEI Xf an assessment was issued previou.ly, line. 14, 15 and/or 16 and 17 will reflect figures that include the totll of ALL returns a.s....d to dete. ASSESSMENT OF TAXI --- 15. A.ount of Llno 14 to.lI>lo at 6% rota 1151 16, AlIOunt of Llno 14 to.lI>lo ot 15% roto (161 17. Prlnclpol Tox Duo TAX CREDITS I PAVMENT DATE 4,877,59 X.06' ,DO X, 15 . 1171 292,66 ,00 292,67 RECEIPT NUHBER DISCOUNT I.) INTEREST I-I AHOUNT PAID 03-22-94 856065 14.63 292,67 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 307.30 14,63CR ,DO 14.63CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF AODITIONAL INTEREST, IF TOTAL OUE IS LESS THAN n, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS,) " " IllEI!R'lATlOlh !otot.o of docodont. dVll1l on or bofo," Dto.obor U. 1911 -. If tn. future IntorOlt In tho ut.,. I. 'rtn.f.rr'" In pO.II..lon or enJauent to Cl... . (coU,t,r,U benlfloluJII of thl dtoldlnt .ftlr the Ixplr.t1on of MY I.t.t. for llf. (lr for Yllr., the Co.tInWe.1th h41r.bv IKpr...h' f"trv.. thl right to .ppr,lI. and ...... trend,r Inherltano. TIM" It the llWful CII" . (ooll1t,r.l) rlt. on IIlV luch future Intllrllt. PIJllPOIl OF MOTlal To fulfill thl r.qulrlunh 0' SIOtlon 2140 0' thl Inherltanc. end Elt.t. Till Aot, Aat U of 1991. 72 P.S. Section 2140. PAYMEHl'1 Detech thl top portion of thl. Notle:. end ,ub,1t with your Ply""t to thl AIII,t,r 0' Willi prlnt.d on tht rlv,rll ,ldtI. --""". chook cr ..n.. crdtl' .....1. 'c. REOISTER OF MILLS I AOENT All Ply,."tI rlc.IVld ,hili fin' b. ,ppU'd to any Intlr..t which "v b, due with .~y r"llndtr applllld to thl tllC. REFUND (CAh A r.fund 0' . tel( credit, which Wft' not r.qu..hd on the TIM Alturn, "Y bt r.que.tld by oOllplttlnD "" "Appllo.tlon for Alfund of PIMI~lv.nl. InherltlnCll end Eltlh r.M" IREY-UU). Applloltlonl Irl IVIUIbII It thl Offlol of ttM A.,hhr of Willi, any of thl 25 RIVlnul Olltrlot Offlc.., or by ClUing thl IPla111 24-hour "'....rlng IIr"lol ~rl for for.. ordtrlngl In PIMlYlvlnl. l-100~562"20S0, outside P.nn:Jyl"."I. and within loCi! H.rrllburg .r.. (711) 111.8094, TOOl (117) 772-2252 (H..rlngllp.lrld Onlyl, OIJECTIotll1 Any plrtv In Intlr..t not IIthU.d with thl IfIpr.h...nt, .UOWanol or dh.Uoweno. of dtduotlon., or .........,t of tlM (lMluclIng discount or Int.r..t) It lhoiff1 on thlt Meta. IlUlt objsnt within IIMty (60) day. of r.a.lpt of thh NoUc. bYI ....wrlttln prottlt to th. PA DIp.rt',"t 0' R.v.nUl, lo.rd 0' Appulll, DEPT, 281021, H.rrllburg, P'\ 17128-1021, OR ....I.otlan to have thl nthr detlr.lnId .t ludlt 0' tht laoOtl'lt of thl Plrlon.l reore..ntaUvl, DR -"appell to thl Orphanl' Court. AllIUM I1TRATlVI! C_CTlIIfIII Faotuel IrrOrl dllaov.rld on thll ........nt lhoUld bl .ddr....d In wrlUno tOI PA Dlp.rt""t 0' AIVII'IUt, lurl.. 0' Indlvldu.~ rlMII, ATTNI pa.t AUlu"'nt Alvlew Unit, DEPT. Z80601, Ilsrrhbur" PA 11121-0601 PhOM (11) 781"6505. s.. page 5 0' thl baokllt "Inltruotlonl 'or Inhtrltltlol riM Rlturn for II Allldtnt OIOtdent" IREY-IS01) for In IMplttnltlon of ..lnlltrtUvlty corrtotlbl. trfOrl. DISCOUIIT. If WtY tlM due II paid within thrH (5) cllender IIOf'Ith. .ftu thl dloedent'. dtlth, I flv. perclnt (5X) dhoCtUnt of the tlM p.ld II IUOWtd. IMTEIlt!IT I Jnter..t II chargld b.gIMI". with flr.t dlY of d.ll~YI or nlnl (9) .onthl .net ani (lJ day fro. thl dltt of de.th, to thl d.tl of pIy"nt. laM.' which ble,,1 dlllnqutnt blfor. Jenuary I, 1982 bllr Intlrllt at thl r.ta of .he (6:C) perolnt plr annuli c.loul.ted at I d.IIY rate of ,000164, All tlX.. which ble", dlllnquent on and .fter J.ouery I, 1912 NUl btlr lntlrnt It . rlt. which will vlry frol o.llndlr Yllr to c.lenellr Yllr with th.t "It. ~.ri bv ttM PA Depsrtl,"t of RevlnUl, Th. IPpllc.bll Int"'"t rltll for 1982 through 1994 Irll '!!!! lnt.rut R.tl OallY Intsrllt FlOtor :!!!! Intlrut Alltl OIIIY Inter..t Feotor 1912 lOX ,000541 1916 lOX ,DOOm 1915 lli:< ,000411 1917 9X ,OOOW 1914 IlX ,000101 1911-1991 lIX .000101 1911 IlX .000156 1991 9X . DOOW 1991-199~ 7X .000191 "-Jntarllt II cllcul.tld I' fallow.' INTEREST' SAUNCE OF TAlC UNPAID X HUNBER OF DAYB DELINQUENT X DAlLY IHTEREST FACTOR ....n>> HoUOI IlIued .ftlr thl tlM ,bIOCH' d.llnqulnt will rlfllot In lntlrllt alloultUon to 'lft,en US) dav. beyond thl dati a' thW"HI......t. If pIYllnt 11 .1Kft .fhr thti lflt.rut caput,Uon dete tho"," on the NOtlOl, Iddltlonll Int"'"t Wit be ellouhttd. ' ,I " " " ", 'I " 'I " ,', ,-t' 1\ '" '{'Ii , ", ".\." I' ~""...' , " ,,;1"'-- ,.". --+,. ~..' , . iI' " " ... " , , I' ,. ':1' " .. " " 'I ", " " , .' , ,'.1 , ,,' " " " " I, I' I' I ','. J j-~, ,. ";, ''', , , , / , ' .! II '(, "\,' , " if! ;.'" ,i4 -'i'" ' ~..._........,_.~~~.: "-...."..f...Aj,ff.Mft\tfitTfV~flI1It<..I""~~"t'~;...,~"".."..:<M'V 'Ii , \~"~1~"t'i!~~'UH-\1"~'''''',~"",-"" "...~.I," BROUJOS, GILROY ~ HOUSTON, P. C, ATTORNEYS AT I.AW 4 NORTH HANOVER ST1tE ET CARLISLE, PENNSYLVANIA 17,Q13 d d Offl . , HeCOr e" ce of ,.,...,..1.,1 t llltlt , , '96 JUN 10 1\'11 ::28 CI(lll I . I Cou!t C I I '" ,('.'A. Urn)I'I,I,;(I, l")'1 I " 1....,.~._...Jtn . , r -In'r~'i lflIPQIII' ", ' 'j., Y.~', " 'I ,I I' , , ",' !I' I,' '1.,1 ',; , " " ,., " " I I .I!.,....",-.-:.).,_;.;.N>...,I.; I .t, '., L , , ,:,1 '. ':', .' " " q.,.>-", I"i' H8G,PA 170 19.00 lSS~~ 06/97/~6 1,1' " " " ,j:, ,I Mary C. Lewis Register of Wills Cumberland County Courthouse, Carlisle, pa 17013 ' " . ,.d I 1.r ., l' I, , "~i;'. t' : '''~~I 4 " ,j".-" ok... , 'to" ... ... ~ '\ ,I ,,:'''., \ 1 '" i;.,4,f :.~\. , 'I'~' " '. ,',' ", :. \ I, " 1:,'1" I " " .. "f"'" ,-f') "l , ,j ", '" , \\ " I , ~ " '\' , 'p , , " ..,.,.. ...~ ' ,,_..~4.' '. ....' ~, ,,~ \ , '~ I , i I , I Pi, , '\ \, r r: I I "I ~ CERTIFICATION OF NOTICE UNDER RULE 5.6 ( a) '" '" Name of Decedent I ....~.s e J..?/;/,t/c?- /3- S;tf((~ ,i . I i hi R u/t,t! V /7, IffY ell , , Date of Death, , . I Will No. /91'1- CitJ.!).)'1 Admin. No. To the Registerl 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 benef.tciaries of the above-captioned estate on f,;l>llIt#f J/, ,q'JJI I Name Address Sh,de if /..., r;e'~ r;~/, d~-1!dL__ ,t9,t1,iN;/.t<2 t2..1-/7M3 I . &e.v~ I, S,uI<?I-I:" R 0 #3, 0 ~Tr.:\.v ;:'(1, .JJ/,tII'/~1- <'I e. 1701>3 r9J9t.f k S(!/)(,U/ ~/7t S/llJl'/-A""t/D/, JlJ/.'Il116t:jHI,),I./,f.... IN3G i Q Po 5 /..e _ cf OJ..c1. Ji?ulley II .f,l,'EIx/JI~, 17...~.t, - hv r: SclleIJ- vlt I ~ptr.J H,,~ "/((,,..f A,{I,(/V'/../-R ~ I?G1tJ-3 I D~ice has now been given to all persons entitled thereto under I Rule 5.6(a) except I I I I I /' -/ -,,~ Date:~' 'd,2 - ~ v "V'~.xIl4eP q, S ature r jName \.J..)IfJl r-:" cY/){~/.I, J~ Address J. DR'_3 BtlK <jli-t ~.v>>vd/..e f{", /loiJ3 . Telephone ()Ii) &'~J" 1'-'19'8' Capacity: / Personal Representative Counsel for personal representative . \' . .".,_....,.,,~'; LL...(~.:;j~-IL'.'i '/.\', ~, ',I.' , . '_' 'w . \ I . ", ._......_-"........,-~.. -'. \': . :.1.0 _,...~." _.......4 , JOHN H, BROUIOS HU82RTX,GILROY CH'RISTOPH2R C:HOUSTON BROUJOS, GILROY 8 HOUSTON. p, c, , , ATfORNEYS AT LAW 4 NORTH H^NOVeR ~T",eeT ~RLISLE. PENNSYLVANIA 17013 717-243'4674 NON'TOLL P<;!'" !iAIl.IlISBU"'c; ^",et>' 717-766'1690 PN('D43.0227 . July 30, 19,96 '.".1 Mary C. Lewis Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Jaseph.:l.ne B. Schell F.:I.le No. 21-94-0227 Dear Mary: Enclosed is a aheck in the amount of $135.94 as final payment on inheritanoe taxes owing in the above referenoed matter. Yours Sincerely,. Gilroy ba Enolosure I , 00: . James D. Flower, Jr., Esquire Gloria Schell ~~ .\d 'u:O . m ~I' ;, n, (u () ~C'; rJ . ' ~ , , ~ I i. (,; " . " Ci IJJ ..... ~} " " ~ :, :!:1 ::1\1. '!Ii' ~., (ii' , c.y )> ~I "i ....10 .1>0 I , I ii' I:' "I ' ~'. ' " ! }; " ", .1' ", .. ,/,' \ . .......... .. .;. >.j ."., ".,' .J .......,........."'....._'ff1",Yf\'ffl',~~l\..{JI\~jt't(-t~('PIn"-"f!f.4l1W~...f"'"tf.~~".I,~,...."".....___!...,......,~,....,...~~_...,....WIll41h"' . .~_. ~.,.~_~'*"..",,-...l._.... ..~..~ -,. , -..-~", .- ..-~ ,"I' .. , , , I' i" " " (", ", " " \ '. i; ,. [!tl" , ," .. " ,I: ." l----.......-J)~.-".. 0"'- ''''J' ~.;.. . . .:~trttc:. \ / r.li1~j.-.;~~::..:..::...:T " (,(<11-"/,'" "",.......... 1/'" ..--"" .... : CJ' (1'\ Of" I;.:: · " 1'" "? \i :t .. . JUlJU1q6 f.lr ~~ :.... 2 : ..!.~lL~k'O ~ Pf\../ fHUJfWI ~.. .--- . ..~ .. . .' SllOll1 U,f1.~Qg~.~S , ,,'I' I ',. ' II' , \ }. I I' W"'""" ,..,.-JI' BROUlOS, GILROY ~HOU5TON, p,C, ATIQll.NBV5 AT 'LAW 4 NOIl.TH HANOVeR STReeT CAll.LISLE, PBNNSY1)/ANIA 17013 '. 'Ow mF: ;j .....' I....... .1.... () b T" ,'I (tl 'r::':i' O'~::l t, N alCC a: "'=" \'.1 Mary C. Lewis Register of w.ills . Cumberland County Courthouse Carlisle, PA 17013 ." Ii:f t:!'l: ::1(.}.; ',l ,':, c; I, () .- ",. :! CJ I' .' 'I II) .!. .'~~ I. C: GO 1,"111,"111"",,/1"11,1,./,1 p~~ 1ilIA......... .'U u'r/l',~..-,4Jlt'IIGI/mt11t'1l!'1 II...., T'~11'.~' 'I ," --...., " ", '.f~' ' . , - ,;/0. , ' " "I' . I " ~ . \ t I'.' . " , '1>- " 'II~,' , 'I ,'j " , " " i " " ',-' ,,' \, " , , " , " " " ,I :',',. .'" ~.. 4 - , t,{ ,~ ",,~ 1 '" r. ,I '. , ....1 ',j,' ( t. . ,.( ';, . " : ~I_jl' - " ,;. ,- , ,,' :\1 , , ' " II " , .;. " lo. ;4"#>-, " " " Ii ,,' t. 'jl" :\. J . ~ 1 " " ", " i-I "', " ,',t " . . I ",'; ': .-"'~.,.', 'I.. ft,: :',_"~' "H'. J''- 'i. .,........... '-.. ""_.~' ..--t .If"'" .....4.... "7Ii"~'t' \,,1 " " -f I , ~I r ,/ I ,~ ,~ ~ r ;1-/9(.,"9 6--. COHHOHWfAlTH OF PENNSVLVANIA D~PART"'NT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDI'IDUAl TAMES APPRAISEHENT, ALLOWANCE OR DISALLOWANCE ~miS:::~~lpA 11110'0601 DF DEDUCTIDNS AND ASSESSHENT OF TAX DATE 07-29-96 ESTATE OF FILE NO. 21 94-0227 DATE OF DEATH 02-17-94 COUNTY CUMBERLAND NOTE. TO INSURE ~ROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YDUR TAX 'PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABI.E TO "RE~ISTER OF WILLS, AGENT" REMIT PAYMENT'TOI ACN 101 HUBERT X GILROY ESQ BROUJOS ETAL 4 N HANOVER ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 I ~oount ROOIS CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ it '!V: iseji "Bif "AFij" f i'if: 9SY -NoT" i or"o f:" "iNHiiii TAN"cE" T"AX - A"PPRA"i S BH"ENT ~""A L l"liwAN"cE",(ili" - - --..".." -" -""" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHELL JOSEPHINE B FILE NO. 21 94-0227 ACN 101 DATE 07-29-96 TAX RETURN WAS I I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE I ) CHANGED APPRAISED VALUE OF RETURN BASED ONI SUPPLEMENTAL 1, Rool Eototo ISohodulo A) 2, Stoeko ond Bondo ISohodulo B) 5. Cloooly Hold Stook/Portnor.hlp Intoro.t ISohodulo C) 4. Hortgogo./Not30 Roeol.oblo (Sehodulo DI 5. Cooh/Bonk Dope.lto/HI.e. Pir.onol Preporty ISrhodulo E) 6. Jointly Ownod Pro.orty (Sohodulo FI 7. Tronofor. ISehodulo G) 8, Toto! A.uto RETURN NO. 01 III 12) 151 141 Ibl_ (61_ (71 ,DO ,DO ,DO ,DO ,DO 45,510.72 .00 (BI 45,510,72 APPROVED DEDUCTIONS AND EXEMPTIONSl 9, Funoro! Expo"ou/Ado, Co,to/Hlso. Ex.on.oo (Sohodulo H) 19) 10, Dobto/Hortgogo L1,blll tlu/Llon, IS.ehodulo I I 1l0) 11, Totol noduetlon, 12, Not Voluo of T,x Roturn 15, Chorltoblo/Govornoontol Boquo,to ISehodulo J) 14, Not Voluo of Eototo SUbjoot to Tox 27,?'00,00 . , DO Ill) 1121 1151 1141 n ,?DD,DD 18,310,72 ,DO 23,188,31 NOTEI If an lIIs.8Iment was issu.d pr.viously, lin.s 14, 15 and/or 16, 17 and 18 will r.fl.ct figureD that includ. the total of Ab1 r.turns a.....~d to dat.. , ASSESSMENT OF TAX I 15. Aoount of L1no 14 ot Spouul roto 1151 16, Aoount of Llno 14 toxohlo ot Llnool/Clo., A roto (161 17. Aoaunt of Llno 14 toxoblo ot Collotorol/Cloo, B rot. (171 lB. Prlnelpol Tox Duo ~~.OO, .23,188,31 X .06, ..00 X .15, llBI ,DO 1,391.31 ,DO 1,391.31 TAX CREDITSl PAYHENT DATE 03-22-94 06-07-96 RECEIPT NUHBER XA856065 AA1l2920 DISCOUNT 1+1 INTEREST (-I 15.40 149.35- AHDUNT PAID 292,67 1,098,64 INTEREST IS CHARGED FROM 06-08-96 TO 08-06-96 AT THE RAT~S APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,257,36 133,95 1. 99 135.94 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. ( IF TOTAl. DUE 15 LESS THAN U, ND PAY/lENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORH FDR INSTRUCTIONS.) 'I.~ o ,~ ',('. 0, ~ ,'- l'i; t<~ , "'I.L /."r. 1,.. '1 , " I " ~ ~ , , .. I (I I' I) ',1 l\lw;: a: ,tt lJ,) p' III t: -::I QU AESERYATlOHI E.t,tll of d.~ldlntl dvlng on or before DIG'.r 12; 1982 ... If eny futurl intlrllt In the utete II t"n,flrred In pu...,.lon or InJoy..nt to CII.. I (coll.terll) b,neflcl,rIQ, of the d,ced.nt .ftlr thl IMplr,tlon of anV ..tlt. for l1f. or far ylltr., the COMonwllUh h.r.by 'Mpr,nlY r..,rv.. the right to apprall, and ...... trln,fJr InheritInG' TlMII .It the laWful Clal. . (collet.r.l) r.t. on .ny 'UGh future Intlrl.t. PIJRPOIE Of HOTlCE. To fulfll~ the r.qulre..nt. of $Iotlon 21~0 of tho InhQrltanc. and E,tat. TIM Aat, Aa, 22 of J991. 72 P.S, Slatton 2140. PAVttEHT. D.tlch the top portion of thll Notl~. and 'ub,1t with vour PlVHnt to thl Righter of WUII prlnt.d ~n thl r'VIr.. licit. --H... ahock ar .enlY ard.r p..1b1, \a, REGISTER OF MILLS, AOENT All p'v,.nt. r.allvld .hall flr.t b. appllld to anv Jnt.r..t which .ay b. dUI with anv rl.alnd.r appllld tp thl t'M. REFUND (CR)I A rlfund of . taM crldlt, whIch W8. not r,quI.tld on the TaM Rtturn, ..v bl rlqul.tld bv eOIPI.tlng an "Appll~atlon for Rlfund of Plann.vlvanl. Inhtrltano. and E.t..t. T.M" (RE"~U13), Appllcltlon. are avalllbl. at thl Offlc. 0' the RIgI,tlr of Will., 'ny 0' tb. 25 Rlvlnut Ol.trlct O"ICI., or bV calling the ,plClal Z4.hour an,werlnll ,.rvlc. nUtbtrl for for.. ord4rlngl In Plnn.Ylvanl. 1-800-56Z-Z0S0, out.ld. P.nnlvlvenla and wlthJn 100311 HarrhburG aru (7.\7) 7.7-1094, TOIl I (717) 77Z-USZ (H..rlng lapllrld OnlY). OBJECTIONS I Anv p.rtv In Int.r..t not .,tl.,I.d wltll the .ppral...,nt, allowano. or dl.allowanc. of dtductlon., or ......~nt of tlM (Inoludlng dl.count or Int,r..t) I' .hown on thl. NotJc. .u.t obJ.ct within .Ixtv (60) daYI 0' r.ollpt Q' thlt Notlel bVl ADltIN ISTAATlYE CORRECTIONS' "wrltt'n prot..t to the PA OIlPlrtunt 0' R,venue, loard 0' APPII", D,pt. 281021, Harrhburg, PA 171Za~1021, . OR HIltotlon to h.v. thl ..tter "'tlrelned .t audit 0' thl account 0' th. plrlon.l r.pr...ntatlv., OR M_.pp..1 to the Orphan.' Court. DISCOlMT. Feotutl .rror. dl.covtr'd on thl. a"I~'I.nt .~ould bu addr....d In wrltlnm tal PA Olp.rt"nt of R.v.nuI, luruu of Individual TaM", ATTNI Po.t A.......nt Revllw Unit, Il.pt. Z8040l, Harrhburg, IlA 17128.0601 Phont (117) 787-6505. S.. pig. 5 of the bockl_t "In.truotlon. 'er InherJtano. T'M Rlturn far a RI,ldlnt O,olo.nt" (REV-1S01) for an .xplanatlon of e~.Inl.trltlv.IV corr.otabl. .rror.. If tnv t'M due I, p.ld withIn thr.. (5) cal,ndtr .onth. a,t.r the d.cld'nt'. d.ath, . flv. Plra.nt (5~)_dllaount of the taJIC paid h allowld. PEHAL TV I Th. 15~ t.. .~..tv non-Plrtlelpltlon p.nlltv J. co~ut~d on the total of th. t8M and Int.r..t a......d, Ind not p.Jd b.for. Janu.rv 18, 1996, thl flr.t day aft.r the end of thl tax aln..tv p.rlod. Thl. non-partlelPltlon Plnllty I. app.II.bl. In the .... ..nnlr and in tho the .a.. tl.. p.rlod .. YOU would app.al the t.JIC and Intlrl.t thlt h., b..n .......d a. Indlc.t.d on thl' not Ie.. IHTERE'TI Interllt 11 ah.rgld blglnnlnll with flr.t d.y of dlllnqu.nov, or nlna (9) IIonth. and on. (I) day fr~ the d.tl 0' dlath, to thl data 0' pay..nt. TIMI. which b.al.. dtllnqu.nt b.for. Janu.ry I, 1912 bl.r Jnt.r..t .t thl rate of .IM (6~) p.rclnt p.r .nnu. aalcullttd .t a d.tly rat. of ,000164, All taMo, whlah b,a... d.1Jnquent on and .ftlr J.nulry I, 1982 will b,ar Int.r..t at a rat. which wtll varv frea cal.ndar ~"r to callnd'r VI.r with that rat. announc.d bv thl PA DIPart..nt 0' R.vlnu.. Th. applloabll lnt.r..t r~ta. for 198Z through 1996 .r'l '. l!!! Int.r..t Rab Dallv Int.r.lt Factor ~ Internt R.t. Dallv Internt Faotor 1982 lOX .ooml 1917 9X ,0001\7 1915 16X .00001 1981-1991 IlX ,000101 1916 IU ,000101 1991 9X .000167 1915 15X ,00nS6 1995-1996 7X .000191 1916 lOX ,000176 I99S-1996 9X ,ooom ..,.Interllt I. a.laulltld '1 folloWl1 INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS OELINQUENT X DAILY INTEREST FACTOR ..Anv Notlel I..utd .ft,r the tlM b.aoa.. dlllnqu.nt wJIl r.fllot an Intor..t c.lculat'~n to flft.,n CIS) d.YI b.vond the d.t. Of thl ........nt, If ply'.nt I, .ade after the Int.rl.t co.putatlan dati .hown on thl Notlel, IKldltlonll lnterllt IU.t b. cllculattd, PAYHEHT! D.tlch thl top portJon of thll NoUe. and lube it with ~our plv..nt ..d. paYBbl. to the nftll. and ,ddr... prJnt.d on the rlv.r.. .Id" If RESIDENT DECEDENT uk, ch.ck or lIonlY ordtr payable tOI REGISTER OF WILLS, AGENT, If NOH-RESIOENT DECEDENT ..k. ch.ck or .cno, ordor p.'.bl. \C1 COHHONWEAL TH OF PENNSYLVANIA. All pay.,ntl r.celv.d shall b, appll.d flr.t to any Int.re.t which nay b, due with any r..alndlr eppl1ld to the tax. REFUND (eR)l A refund of II hl( or.dlt, which was not r~qu..t.d on the Tal( R.turn, lIIay h. r,quutld by co.pllttn" all "Appltcltlcn for R.fund of P,nnlVlvanla Inhulteno. and E.ht. TalC" (REIJ-U13L AppUcatlonl ,sri available at the OfficI of the Rlgl"lr of Will., "MY of th, 23 Rlvlnu. Dlltrlct Offlo.. or froll the OIPart.lntll Z4-hour an,wlrlng ~'rvlc. "ueber. for for'. ordlrlngl In P.nnsYlvanla 1-800-362-20S0, outsldl Plnn.ylvHnla bnd wlti,in looal Harrisburg aria (717) 7t\7-8094, TOOl <7171 772-2252 Wlarlng hpalrld only), REPLY TO, QunUon. rlgardlng I.'ror. contuln.d nn thh noUco .hould be addrl"ld tOI PA OIPart.lnt of R.v.nuy, Bureau nf Individual TaI(II, ATH!I Po.t A.......nt R.vllw Unit, OIP\' 280601, tltlrrllburg, PA 17128-0601, phon. (717) 787-6SDS. DISCOUHT I If an~ tax dUI II paid w!thln thr.. (]) oallndar 1I0uths afhr thl d.ced.nt'. dlath, a flv. Jllro.nt (Sin dhaount of the tax PAid I, allow.d, PENALTY! Thl IS~ tOK ~lne.ty non-participation p.nalty I. cOMputed on the total of the tax and intlr..t a......d, and not p.ld beforl January IB, 1996, thl lI,.t day ,.Her thl Ind of the tax a,nltty p.rlod, TNTEREST! Int.r..t I. charg.d blglnnlng with flr.t day of dlllnqulncy, or nlnl (9J Month. and ani (I) day frOM the date of duth, to thl date of paYM.nt, Tal(lI whlnh bleu. dlUnqu.nt b.forl January I, 1982 bear Intlrllt at the rate of .iIt (6%) perclnt plr annul ('alcul"hd at a dlll1y rate of ,000164, All hll<l' which bloe.. dlllnquent on and after January I, 1982 will b.ar Int.r..t at a rete which will vary fro. oallndar year to oallndar Ylar with th4t ratl announcld by th. PA Olpart..nt of Rlvenul, Tnt appllcabll 1nt.r..t rat.. for 1982 through 1996 arll Ve.r Int.r..t Rat. Dally Int.r..t Factor Vur Intorllt R.t. Oath Interllt Faotor IV8Z 20X .000S48 1987 9X .000247 1915 16X ,000418 1988-1991 I1X .000501 1984 m ,000301 1992 9% .000247 1985 m ,OOO3S6 199]-1994 7X .000192 1916 lOX ,000274 1995-1996 9X .000247 .-Int.rllt ,. calcultttd a. followlI IHTEREST . BALANCE OF TAX UNPAID X NU"BER OF OAYB DELIHQUENT X OAILY INTEREST FACTOR uAny Hotlce Is.uld efhr thl tax bleo... dellnqutnt wUI rtfl.ot an Interllt cllcul..Uora to flfttln (IS) d.~.. btYQnd tht date of thl a.......nt, If Plya.nt I. eadt after thl Int.r..t co.putltion date .hown on the Hotlol, additional Inttrllt .u.t bl Cltlcullttd,