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HomeMy WebLinkAbout94-00232 , ,-"'~""~.-~'''''''._-.. , . ."~ i... ---...,-.... ' ,. I Ii' , " I.. ., " , "', I" ", "',j "I ,. I' " ,. ,. " " I. 'j, " " , , I,"" " . -", I ,\ ! ,. " .i" 'I " " Ii ". (', . , / . ' . . '. I. ., . I, . '.' . ". . :. ':'. . 'X' I.", ..,' .. '" ' ". : ~'I\4J1.~/~t~~~'<l\li,'\l'I,tW:";;i/tf;\\!"\\\"I"\l'.r~''I\I~'l1\~~fj~-\,\~'II.MI1'*)f\''.1~Il!l~\~\\m'!ll\liItlfl';'r,jr(~*1.........~.,~.\"..."....h"..".n"'~"l.'Ii"~ " .',' '! , , ,I lAW OFfiCES OF ..- STEPHEN J. HOGG 401 E. LOUTHER STREET, SUITE 216 CARLISLE, PA 17013 ,;,) ( - q ~( ~,~ .3<9.' " ........- ---. ~-- ------------, -- --- -- ---------. . " ~..... ,,,. -- ----- . -., .' .... . .~, '- \~ I' Commonwealth of PA Dept. of Revenue Bureau of Individual Taxes Dept. ,260601 Harrisburg, PA 17126-0601 , ,. .' 'I :', j, 'IA'#~'_"'_"'r-"_~""'lll"_~~ll*'''''-''''-'''''-'~'-'''''- I' ,,' i., ':: ._...."f'''~.~~...fl'"''1'.~'~.~~~..~ .' "i ,_ 'i, .... -,' .,'_of\" ',,_', ',"'" 'j ,. ,".. I', " . , I'i. oj' . (,;,~ ',.",,~ .( " ", r .\ I I I I ) \ " , J Ii , '\ , . "..., {, .1' "I , ," I, , " " 1!H;' I", . ,'J' " " " , " " I , 'I \" " 1\ tL ~ (' I . , I .,i" 4~}.,.." J " ,\ I,i,t' ;. I'" 'j ,~. f: , , ,.. , ,1, r.. ,., l' ";- J '\1.1'_ .~.\ '~ 'I' I' ,. " " ,.' ..Ii ,'I I i. " ',I I' , " 'I. I' . .. ~ '," I .,"'.' " 'I ',I' 'I ,,: to',"~ ,I ,'1, , . , I., ,. ,\' " " ,. -. ~ " r .,. 'Ii , , , ',' " ' ,<I .,'\ }I ~.,_.."'. "..;-' ........ ,_.. ..........1_ I........' ....--. ,..~-_. ~"'4 'J ,. ',,' , " COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. I , II: 172-32-19116 Ma:c~l!~LKQ,~~!'. ,____. . . ... ..._......M ._..__.._.4...__.______..__"_..__._._......__.......__.~.___._. b.ing duly <;wn r 'l..__ .._.___._ .ccordlng to I.w, dOp01U1 .lId I'YI Ih.t she ....,......,.,_._,_._____.._... ""''',._,_"" ..___...___..._._,__, "... 0' thu Elhlo 0/ ,..Mabe..L..Jl.~Ly.aCl._.._,__.____..___",,__"..,_ laI. 0' MeQ.~-,!ill,Q);!bIJ19.Jl.al'..oUgtJ... ...'..._...___, Cumb.r1.nd County, P... d.c....d .nd Ih.llh. within h .n Inv.nlory m.d. by -MaI.ceU a. Kose r.,.-..... ,". . ,,__ .... '__"_'''.'_' the uidJ:1<~Q.\J.trj!L___"_ 0/ the .nllre IIlaI. oluld d.c.d.nl, conllltlng 0' .11 tho plrlon.1 prop~lty .nd rill ....te, ..o.pl rl4l ....t. ouhld. Ih. Commonwlllth 01 P.nMylv.nl., .nd Ih.t Ih. figuI" oppollt. I4ch It.m ollh. Inv.nlory reprounllt'l /.Ir v.lu. II 0/ the dll. 01 d.c.d.nl'l dl4th. ,_19....,.._..".".. _._2 ~L!~__.Jr;~_.._____ Y?( Executor. Admlnht,lfor ,..~_Sc:r.o_.dY.'C'~:'-I!~_. A:c;L____ _.., _____ ~ / .~' C"':;JA .1..' '())'S- ..u/e~;fI.8.4i~,"t-..\L ,\,{_. _.l.L._ Add,OI .nd lublcribed be'ore me. 0.1., 0/ Death 19th DIY .___ ____._...,. J~hDH!I.Y ___. ,_.______J.22.~1 ..____.._, _._._. _ .._.._.... . Month YIII INSTRUCTIONS I. An Inv.ntory mUll b. fll.d within Ihr.. monthl .Itor .ppolntm.nl 0/ p.rlon.1 repreunhtlv., 2. A luppl.m.nt Inv.nlory mUll be flied within thirty d.y. o( dhcovery 0' .ddltlon.1 ....h, 3. Addltlon.1 Ih..h m.y b. e".ched .. to pellon.lty 01 ".lty 4. SII Artlcl.IV, Plduclerlll Acl of 1949. on r' :- :- , . . "(I Ii" 1'.\ \ ".' " E ~ 1 \'(J ; ~ ~ . .~ ~ u 10' ~ ~ ~ "" r .. -l u. 51 .; : u. ... ~ 0 .. ~ 0 < c: i- ~ Z 0: .J 0 0 Q .c ~ - III ~ . ( (J 0 fli ct 0 lOt Z ~ .. rl 'U . 01 ... ~ .Cl 0 1 ~I . 1 ... I j d lr J -, I V /1-17?~ INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWIAL1HO'flNNlnVANIA (TO BE FILED IN DUPLICATE OllAI ~Ir.l 0' 'IVfNU' HAI!I5fL1loJ~ol1l11.0601 WITH REGISTER OF WILl.S) i..lll/oJ( UJII! _ . M .. . i--mfMici,ifii,ir'",f'-~" .. ,.., '.... - -, 101:':1~'~' ';~iCl~~i:';y,~~.~ ve" L'~IOI~C~II~'~u~iJ-"".!lI"""I""\I(')"(',1" 1"..11 1)1 UlH.. I Mechanicsburg, P/\ 17055 172-32~,!9/16 ......_......., 2-19~9/1 I 11-06-06 """,~lJmberlancJ ., ~ 1. Orlglool R,lurn I I 'I. JUI'JdulIllJrlhlll(lJIUlIl \ ':l RI./Hl:llr.dtlf r.I'lI,ill jI<J( ,bl011,11 .j';ljl\, ~",., ". D A. llmll.d Ellal' I ~q '"JI"/,, IlIlllru..1 ({lll\pfWl1111, I '~. tdllll'.d ~:\trll_ : Illl( dUllj' oj duulll "Illlf IJ.I:!.d1j Kt.lu'r. Rd'l....d~. 1'1 I l)""ld'!/II MuWClillll,1 ,I ll,ir,u Illl.1 . ij. 1\'.1'..1 '1\11,,1,'" Y of WlIIl IAu\I\:1. "(Ill) 0/ 1(111,11 CI ANO-CON-F'iiiiiNiIAli AXU.j;:ClRMA'iIOf'(SHOULO' BElifRECTiii To;'''' :: 7 h'; 7:; _ ::.~:,,--- -. '--T~;;':;::';~":::':;:6.~_" ...~~..:". I ''0- , .' lIV,UOO IX. IIWI 1. R.al Ellal. ISch.dul. AI ( I) 2. Slack. and BondI IScn.dul. BI { 21 ~. Cloltly Hold SIClckJPurll1uohip Il1lurl:~1 (~dllldllllJ q, 1:11 4. Ma"gag" and NotOl Rucoivoblu 15d",dul" ill I ,II S. Calh~ Bonk Depollll & Mlatellal1DClVI f','f111111l1 Pt'.lfwd)"1 51 IScn.dul. EI 6, Jolnlly Own.d Properly I~ch.clulu II 7, Trano'.roI5ch.dul. CllSchedulu l) B, Talal G'OIl AII.II 110101 lin" 1.1) 9. Fun.,al E.p.n.... Admini,'rollve COlli, I,\,,,'ull.llluuu\ I 91 212 B . 77 E.p.n," IScn.dul. HI 10. O.bll, Mo'lgog. Llobilili... li.nl ISeh.d,,J, II 11. Tolal O.ducllon'(lolollln.. 9 & 101 12. N.I Valu. 0' E,lol. (IIn. B nunu.linu II) 13. CharItable and GO'iornrnunlul 6uquO\1. l~dltlflllllj Jj 14. N.I Valu. 5uhl'<1 10,!~~JI~~~"IXml.~u\ 1"",131, , 15. Amounl ollln. 14 lax:!bl. 01 611t~ fulu (includ. voluII 'rom Scnodul, X 01 S,huJulu /,\ I lb. Amounl of IIn. 14 lo,obl. 01 I~% lUlu Z Ilnclud. voluII f,om Sch.dul., K or 5d"dulu M I 2 17, PrlnclpallO.lC duelAdd IUI( flom lilll! 15 WllllrUl11lint.' 1,', I l 18. C,.dlll Prior Poymonll UihOUlll - ~ -- 'I~. U~;~';B~.~::~;":~~; ;,:::'17:0I1\UI Ihu ~,~u:u~,::,,,, IlIIu 1'1 II.., ,', II.., OVERPAY/WII. u iii 0 g 20. If lint 1711 greDler than Ii.... 18, onl"" Illl! dilllllullU~ .;m III\~' :!O 'hi. H 1111~ TAX DUE, 1'101 A. Enl., Ihelnle'''lvtl Ihe bCllol1(o cluo on lint,' :'(J/, l'i,IAI B. Enllllh. 10101 oll,n. ~O end 10.1 I," 1,/<,1(\1\ II",. ", ,I" BAIAIIL'f OUL 1.',)8} CJ Mak. Ch.t~ ~a.y'~.~.l.~_~~.: ~~.~hl"~ 01 ~llh, ~,IJlllll . ,.. .., n', ~''1,' '. '.:j'iol. .11 SURE TO ANSWER'ALCQU'ESlIONS ON REVERS'EsioEANiiio.REC'HECi<";Y;AYH...... ~.', 01 plllury. I dlClor. Iholl h-;;~'~','ml",;~j"":,,, ":";;'; h,,', ,\"", """I'",,;,,;(j' "<:..1,01,,, ;,';,j""",,,,',, "j I ;';,,~ ''';'>' ;, . . .' ',," 1I1,I,u.,cOrttClandcompllll,ldlclo"llllll"lIfoululllltll,"'l\ll11)11"'1",11111<11.,.<.011011].<11 ,.il,. 11".1,.11:11,,,, : '., ':I ,11,111 II'.'",. . '; ba..d on alll"Iarmallon of which pr,pOI"r ho\ Ill!) ~lllJ....I(. "J" "~~:1';.:~;~~:',: ,,2'-00 d-...rRd, /lM""d.-, (fl",,:w' L " ,~ _.... ,_,.. / l 7:U"ff I Cl I!! ~n ~ Ii !~ w IiIb, z o I e.. jllll'WMBIR21_911_232 , ; I , , { ~ ' 'r"II"(',':,,.'1I1 g 266.17 o ... 0 11734.72 1').\ " , , "~I .") I 81,5000.89 1101 1739.03 p 1)31H.:, Be , 112) . 1133. 09 }lJI .11,41.:' .1133!09 11"1 .\ (If> ~ ,llll 113~.Q~ 1'~ i:l; 169,96 (I :'/ 169.96 IllluII,,1 {I 61 (1'1) 1 B. 2/1 C'U'(~ hl'fl' it vou 0'0 ,equllsllng a ro und.f our oVltr a manto 1S1. 72 " . !lv.l!al i" , II "~"l~,~\ ...,I'T~j.I..... CI.)"'MO~lWI.UII '" "tlU~~'fl"'" INUUUANC( U:\ RfTUNPI IIIIDENlllIrlOt/n =n,r."Il"M' i:l.:'~:...,.'.-;":""::n:1 " ~~:::"~-;..,...~. h,ATlOP Lyon Mabel , , . j'~ SCHEDULE B STOCKS AND BONDS I .,1;,'.-.', ... '::, fi ,:." :. : ; ;. ,., ::'.:. :..'~; "~;-~:::I~t..:.-':::';';"";:".~-'l'l:~ '~'I~:':I;,',I:':~':':~;'.;.:;:...~. '::.P. ::. " ....., '. . F LE NUMBIR 21-94-232:. A. _...____ _. .._..~_ '" ._. ....u.._, ....., ...,........ M_..'h._...~... ,.. .....___.._.....__....... .,..j............ '" (All prop.rty lolntly-own.d with RI3hl of Survlvo"hlp InUI' bo dllllOlld on Sch.dul. F.)'. . . . ~i~~-.. ._,-..",....... ..,.. ..,.,,,. , ....'''.,.~;~~~-I~~.,~.~..'.-.._.._.....,-_._._,..._......,.._....,'~, ':';AiWri~~I;~;" ._-~:"-.~.~7-...._..._.._.,.,' ..,._..._.,.....__.,.....~.._..__'_.M.H....._...."__.,,,.... .....--....., ........,......", . 1 '. 1. McDonnell 2. Series EE ,,' , Douglas Sav,tngs (2 shares) Bohd 167,74 . 78./13 " ,. I: , , ,. I I I I , , , .' ',1 " !' " ,. ", I' , ", ,!" I' " " " I. " ,. " , " " " I " " I ." I i " 'L " I' "I; , " 'I ,. , I'.' " " ,. ., 1 " " , " ,I ,. , :.. , \ " " , , ,. "..-...-. . -.......-....,....... --......"......---.. .'...... 'I'" t ,.,. ~~,[ ,'-v., ,,' !If -I i~X:' ..1C?!~UP.:I!~!n!!!.~~.I~n!.~~!~~~~~L'!'!~!t . \'I,";'..lW".r".c, '''I' " n:,,~'! ,1..,,01, 'f\(,~IPJjth,.i'Ift.,. ,. ,. ,..... .'..' -. .. . , s , 266. 17 REV-1547 EX AFP (08"94* CO~'LTH Of PfHH1VLYAHIA OEPARTHEHr OF REVENUE IURrAU Of IHDIVIDUAl TAKES Of>!. 210601 tlARAISIURQ, PA 111Z1.0601 ESTATE Q1f L VON =~ . MABEL A - FILE NO. DATE OF DEATH 02-19-94 COUNTY CUMBERLAND HOTEl TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAM PAYHENT TO THE REGISTER OF WILLS. HA~5 CHECK PAYABLE TO "REGISTER OF WILLS. AgENT" REMIT PAYMENT TOl ~ 3 -I~' -'I 116 <'1 ) ACN 101 c NOTICE OF INHERITANCE TAK APPRAIDEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANO ASSESSHENT OF TAK STEPHEN J HOOG 401 E LOUTHER ST CARLISLE PA 17013 DATE 11-28-94 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 E Anr'unt ..'!..nU,tod l CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ il i!V: i547 - s1("" ji'p.. i 0 ii: 94"i. NoYi ar -OF - "(NHiil- ii' AN"C Ii" YA'X - Xli pilI iSEifENr; - "i:.rOWANC Ii- a"Ii""""""" ow -" -... -. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LYON MABEL A FILl! NO. 21 94-0232 ACN 101 DATE 11-28-94 APPROVED DEDUCTIONS AND EXEMPTIONS: 2,128.77 9. Funlrll E'Pln.I./Adn. COltl/HI.o, E.pln.l. ISohldull H) 19) 10, Dlbh/Hortg.g. Ll.bllltlIl/Ll.n. ISoh.dulo I) UOI 1.739.03 11. Totol Dlduotlon. Ill) 12, Nit VoluI of To. Rlturn U21 U. Chlrltoblo/Ooy.rn..ntll Blqullh ISoh.dula J) 115) 14, N<lt VoluI of Elllto Subjlot to To. 114) NOTEl If on ......m.nt wa. i..u.d praviou.ly, lin,. 14, 15 andlor 16, 17 and 18 will r.fl,nt figur.. that includ, th' total of ~ returns a......d to dete. ASSESSMENT OF TAX: Ii. Anount of Llna 14 It Spou..l r.tl Ilil 16. Anaunt of Llna 14 tl.lbla .t Llnlll/Cl... A rata 1161 17, Anount of Llna 14 tn..bla It Coll.tlrll/C11.1 B r.tl 1171 lB, Prlnolp.l TI. Du. TAM RETURN WAS I I X) ACCEPTEO AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISI!D VALUE OF RETURN BASED ONI ORIGINAL 1. Rill E.tltl ISohldull A) 2. Stook. Ind Bondi ISohldull B) S. Clo.lly HIld Stook/P.rtnar.hlp Intlrl.t ISohldulo CI 4. Horta.gl./Not.. Rlolly.bla ISohldula D) i. C..h/Blnk Olpo.lt./HI.o, Plr.onll Proplrty ISohldul. EI 6. Jointly Ownld Prop.rty ISohldul. FI 7. Trln.flr. ISch.dul. 01 8. Tot.l AI..tl TAX CRI!DITS: PAYHENT DATE 07-29-94 RECEIPT NUHBER MM886352 DISCOUNT (+) INTEREST (.) .00 I INTEREST IS CHARGED FROM 11-20-94 TO 12-06-94 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I I CHANOED UI (2) 151 141 Iii 161 171_ .00 266,17 ,00 ,00 4,734.72 .00 .00 lB) 5.000.89 3,867 80 1,133.09 .00 1.133.09 .00 K ,00. .00 K .06. 1,133.09 K .15. (8) .00 .00 169.96 169.96 AMOUNT PAID 151.72 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 151,72 18,24 ,06 18.30 IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED. IF TOTAL DUE ts RHLECTED AS A "CREDIT" lCR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCYIONS,I ", .. " r ~) ,,, ,';' " .. I If' ("",I k, \"; '" ;:J I' I' I..)() RlII'lVAnOHI Elbt.. of dtCIldtnt, dylnt on or before Deal.r 12, 1912 ... if .ny future Inttrtlt In the I.tlt. 1. ',,,,,f.rred In pO'I..,IPn or tnJoYltnt to Cl,., . (00111',r'l) beneflcl.r... of thl dle.dlnt .ft,r thl IMplrttlon 0' InV ..tet. for 11'1 or for Yllr., thl Co.-onw.,lth h,r.bY IMpr..,ly r...rv.. thl right to Ippr,I.. .nd "'1" trln.f.r Inhlrlt,nov TIH.. at thl lewful Cl... . (eol1,t,rtl) rlt. on any .uch future lnt.r..t. PURPQSE Of' NOTICE I To fulfill the r.qulr.-.nt. of Slot Ian 2140 of thl Inh.rlt'nol and E.'at. '1M Aot, Act 22 of 1991. 12 P.S. "allon 2140. PAMMTI DetlOtl thl top portion 0' thlt NoUel Ind tUb,it with your PIy..nt tfJ thl RIght,r of Wllh printed DRthl rlv.r'l llde. --"lie. ahlak ar ...... arlltr p..IllI. tal REGISTER OF MILLS, AGENT All PlY""" rlCIlvld .h.ll firlt tHI appllld to Illy Int.r..t which ..y b. due with 'n~ r'.llnd.r appllld to the tlX. REFUND (CR)I A r.'uncI 0' . tllx er.dlt, whtch WI' not r.qullt.d on the TIIC Rlturn, ley b. rlqullted by ccapletlng .n "Appllc.Uon 'ar AI'und 0' PIMulvant. InherUanc. tnd E.t.te hlx" 'rfEV-UUJ. ApplteaUon. ar, IvaUlbl, ,t thl Dfftc. 0' thl A.gI.t.r 0' Will., .ny 0' the ZS R.y.nue Dtltrtat Off Ie.., or by c.lllng thl 'Plol.l 24-hour "',wlrlne ..rvln nuab,r. for 'or.. ord.rlngl In P.nney!"anl, 1-800-562-2050, outlldl Plnn'Y!"lnt. Ind wUhln loc.l Hlrrhburg .rll (717) 781-8094, TOO. (117) 772-2252 (Hearing I'pllr.d Only). OaJECT IONS I Any ,.rty In lntlr..t not .'tl.'I'd with the .ppr.t...ent, ullowanc. or dl..llaw.ne. 0' deduotlon., or .......ent 0' t.x (Inuludlnt dl.count or Int.r..t) II ahown on this Notlcl .u,t obJ.ct within .llCty (60) d.V. of r,cllpt of thh Notlc. bYI .-wrlttln protllt to thl PA Dlpart..nt 0' R.v.nue, Baird of ApPllh, DEPT, 281021, lIarrhburg, PA 17124-1021, OR -.lllotlon to h'v, the I.tt.r d.t.rllnld at audit of the account 0' thl p.r.onal r.pr...nt.tIVI, OR .-."..1 to thl OrphIR" Court. AINU" IITRATI\IIi CORRECTIOHtI FlOtu.1 .rrorl dllcov.rld on thl, ......alnt .hould be .ddr....d In wrIting tal PA D.p.rt,.nt of R,Vlnue, lur.au o. Indl"idull TIICII, ATTHI Po.t A.......nt RI"llw unit, DEPT. 210601, Hlrrl.burg, PA 1112'~0601 Phone (11t) "7-6501. S'I Pili 5 0' the bookl.t "Inltructlon. 'or Inherltlne. Tlx R.turn 'cr . R'lldlnt Decedent" (REY-UOI) for .n .xpl.n.tlon a. Idltnhtretl"lly cOrrtotlbl1 errcrs, If Iny tlM due I. Plld within thr.. (5) cll.ndftr lonth. aft.r thl d,cldlnt'. d..th, I ft"l Plrc.nt (SX) dtloount of the tlx pllld 11 .l1owtd. DIICOUl4TI INT!REIT I Intlr.,t II chlrgld bl,lnnlng with flr.t dav of dellnquenoy, or nlnt C') lonth' and on_ (I) d.y frol the dlte 0' dllth, to thl dlt' ~, ,.yaent. Tlx.. which b'o"l dellnqulnt blfor. J.nulrv 1, 1912 b..r Int.rl'l .t the rlt. Q' 'Ix (6X) Plroent plr .nnue cllculatld .t I d.lty rata of ,000164. All tIX.. whJeh bICI.. dlllnquent on end .ft.r Jenuarv 1, 1912 wIll bllr Intarllt It . rete which will "ar~ frol c.IINtlr vur to cltlndar Vllr with thlt rtt. tnnOUnotd bv thl PA D.p.rttont of R.v.nu., T~ IPpttcebl1 Jnt.r..t r.tvI fcr 191~ through 19~ .rll '!!!! Inter..t Rltl DIllv Int.r..t Flctar ~ Internt Rlt. Dilly Intlrllt Flctor l'Ar m .0005\a III' m .000214 I'll I'X ,000\31 1111 'X .000241 1114 \IX ,OOOlDI 1911.1991 III ,000101 1111 UX .00OSI6 1'92 'X .0002\1 199'-1994 IX .000192 --Int""t t. o~lcul.tld .. '0110'111 Ih~ERElT . BALANCE OF TAM UNPAIO M NU"BER OF OAYS DELINQUENT M DAILY INTEREST FACTOR .-AnW' NotlcI IIIUld Ifter thl 'IX beeOH' dlllnqu.nt wUl rlfhot In Interllt c.teulltlon to flfte", UI) din beyond the dttl of thl ......Nnt. If p'~"nt 11 ode eU.r thl Int""t oa~tttlan d.t. 'hown on the Notlol, 1Ctd1tlonlt Int.rllt IUlt ~ c.loulltld, REV-1547 EX AFP (08.94~~ COHHOJNE4UIl Of PENNSYLYANIA OEPARTHENT Of REVENUE BUREAU OF IHDIYIDUAL TAkES DEPT. za0601 11ARRISIURO, PA 11128.0601 nTATnF L vOW== MARc DAT! OF DEATH 02-19-94 ACN 101 NOTICE OF INHERITANCE TAK APPRAISEHENT, ALLOWANCE OR DIS^LLOWANCE OF OEDUCTIONS ANO ASSESSHENT Of TAK A = === FILE NO. COUNTY CUMBERLAND DAT! 11-7.8-94 NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAK PAVHENT TO THE REOISTER OF WILLS. HAKE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT" REMIT PAVMENT TOl STEPItEN J HOGG 401 E LOUT HER ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 1- - Anount R_onlttod J CUT ALOND THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iliv: i !iej;" E ir -A Fii" i oi'-: Ql. Y. iioi'" i CE -"0' Ii. YNHFii i;: A N-r. p - "fAX - 'A"p lip ji T Ci ~H~iiT.; - ~ t i "li\i AN"" ii. i;~...""."."_....".. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LVON MABEL A FILE NO. 21 94-0232 ACN 101 DAT! 11-28-94 TAK RETURH WAS, (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. ROil Eltoto (Schodulo A) II) 2. Stock I ond Bondi (Sohodulo B) (2) 3. Clo..ly Hold Stock/Portnor,hlp Intorut ISchodulo C I (3) 4. Hortgogo,/Noto, Rocolvoblo (SDhodulo D) (4) 5. Co.h/Blnk Dlpc,lt./HI,c, Por.Dnll Prcporty (Schodulo E) (5) &. Jolntb Ownod Proporty ISchoduh f) (&) 7, Trln.for' (Schodulo G) (71 8. Totol A..lto APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funorol E.pon.u/Adn. Co,ts/Hile. E.pon.., ISchodulo HI (9) 10, Dlbtoltlortgogl LhbUltlu/L1ln. (Schlduh II lIOl 11. Tct.l Uoductlcnl 12. Not voluo of To. Rlturn 13. Choritoblo/Govornnontol Blquo,t, ISchodulo J) 14. Not volul of E,totl Subjoct to To. Hili', ilillhIUI".."t Wloll lbD....U """ViUUlll~, Ullllll reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. An.unt of Lino 14 ot Spcu,"l rltl (IS) 1&. A.Dunt of Linl 14 tl.oblo ot Llnlol/Cll" A rot. (1&) 17. Anount of Llnl 14 tl.obll ot Collltorll/CII" D roto (17) 18. Prlnolpol To. Duo NC"t~ I ) CHANCED .00 266.17 .00 ,00 4,734.72 ,00 ,00 (8) 5,000.89 2,128,77 1,739.03 (11 ) 112) IlS1 1141 3.867.80 1,133,09 ,00 1,133,09 14, IS ilnu, DI' 16, 1'1 and 18 will returns QssBssed to date. TAX CREDITS: PAVHENT DATE 07-29-94 RECEIPT NUHDER MM886352 DISCOUNT 1+) INTEREST 1-) .00 - . INTEREST IS CHARGEO FROM 11-20-94 TO 12-06-94 AT THE RATES APPLICABLE AS OUTLINED ON THE REVEkSE SIDE OF THIS FORM .00 H' 0 O. ,00 H' 06. 1,133.09 H .15. 118) ,00 ,00 169.96 169,96 AHOUNT PAID 151.72 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 151.72 18,24 ,06 18,30 . IF PAID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST, IF TDTAL DUE IS LESS THAN aI, NO PAVHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDn" ICR), YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INr.TRUCTIDNS,) ID &" ~ - .) ,,~ I'. )(,) ~ - - .. # ,0 RESERYAT10NI E,t,t.. 0' decldlnt. dYing on or blfor. Otctlbtr 12, 1982 .. I' In~ future Int.r..t In thl I.t.t. II 'r,nsflrred In POI...,lon or .nJoy,en' to Cia.. B (collst.ra1) bln.fleJ,rl.. of thl dle.dlnt a't,r thl expiration of .nv ..t.t. for II'. or for y..r., thl Co..onw'.lth hlrebv IMpr..,lV r...rv.. thl right to .ppr,I,. and I..... trln,'.r Inherltancl rIM" It thl lawful Cla't a (0011atlra1) rat. on tnv lueh future Inter..t. PURPOSE OF NOTICEI To fulfill the requlr...nt. of Slot Ion 214D 0' thl Inherltlncl and E.tat. T'M Act, Act 22 0' 1991. 72 P.S. Slotlon U"O. PAVHEHT I D"lch thl top portion 0' thll Hotle. and lubelt with your ply..nt to thl Rlgl.tlr of Will. printed on thl rly.r.. Ilde. .-"Ike chick or .oney ord.r paYable tOI REOISTER OF HILLS, ADENT All pay..nt. r,cltved .hlll flr.t b. appllld to any Intere.t which ..y be due with any r..alndlr .ppll.d to thl till. REFUND (CA)I A refund of . t'K cr.dlt, which ~.. not r.qu.,t.d on thl TIK Rlturn, lIay bt r.quI.t.d by eo~plltlng .n "Application for Rlfund of Ptnn,Ylvanla Inh.rltancl and E.tat. TaK" (REV-1313J. Appllc.tlcn. .r. .vollabl. .t the OfficI cf the RIUlttu of Willi, .ny of the Z~ Rlvlnul OhtrJet OffiCII, or by calling thl 'Plclal Z4-hour In.werlng IIr",lcI nUMb.r. for forM' Ol'dlrl"gl In p.nnlylv.nll 1-800-362-20S0, outtlde PIM.ylvlnla and within 10e.1 tllrrltburg Irta (717) 181-8094, TOO. (717) 71Z.ZZS2 Olllrlllll IIlPllrld Onh), OIJECTIONSI Any perty In Int.r'lt not ..tl,fled with \h. .ppral....nt, Illowanc. cr dlsallowancl of d.ductlon.. or ........nt of tlM (Inoludlng dl.count or Int.r..t) .. .hown on thl. Notle. .u,t obj.ct within ,Ikty (60) day, of r.c'lpt of thll Moth:. bYI uwrltt.n prot"t to th. PA Dlp.rt.tnt of Rlvlnul, Board 0' ApPIIII" DEPT. Z81021, tt.rrhburll. PA 171211-1021. OR --lllotlon to hi"" thl .Itter ~.tlr.lnld at audit of the account 0' thl p.r.onll r.pr..lnt.tlv., OR .-'PPlal to the Orphan.' Court. AOHIH ISTRATlVE CORRECTlOfISI F.otuel .rror. dl,oov.r.d on thl, a....,..nt Ihould b. uddr....d In writing tOl PA DIP.rtll.nt of R.",.nu.. Burn" 0' Indlvldu.l TIll", ATTNr po.t A.......nt R.vl.w Unit, DEPT. Z80601, lI.rrhburll, PA 171Za.0601 "nonl (Ill) 161-6505. 11111 flit". .) uf thtl buu1o.18l "11I.l/uullulll fv. t"lltu'li.MI., Tit.. ntl\ul'j ("4 . r....Jd.n\ Oec.d.nt" (REY-IS01) 'or .n 'KPlan.tlon of .dlllnl.tr.tlv.ly corrlctlbl. Irror.. OISCOOMT. If .ny tlX du. I, Plld within thr.. (3) e.llnd.r .onth. aft.r the dle.dlntl. dl.th, . 'Iv' p.relnt (5~) dl.count 0' the taK plld I. allowtd. INTEREST. rnttr"~ It chll'lI.d b.glnnlng with flr.t day of dlllnqulncy, or nln. (9) lonth. and on. (1) day '1'01 the d,te 0' d.,th, to thl dlt. of p.y..nt. ralll' which b.c... d.llnqulnt b,'cr. Jancery 1, 19112 b.ar Int.r..t at thl rat. of Ilx (6~) p.rclnt p.r annu~ calculatld at . d.lly r.t. 0' .000164. All talle. which blca.1 d.llnqu.nt on .nd .'t.r January 1, 19U will bur Interut at a r.te which will vlry 'rot cnlendlr YI,r to cal.ndar yllr with th.t'r.tl .nnounc.d by the PA D.p,rtll.nt 0' RI",.nu.. Th. IPpllcabl. Int.r..t rate. for 198Z through 1994 .r'l ~ Intarut A.!.! OaJ ly Internt factor :!!!r Intl".t Rah Dilly Inter..t factor 1.12 !OX .OOOS'" 191' 10~ ,Doom 1.15 16% ,000451 1.17 .~ .000247 1914 m .000SOl 1.11-1..1 11% .000SOl 1915 m .000556 1992 .~ .000247 199]-1994 1% .000192 --Jntlr..t I. c.!cul,t.d " 'ollowlI INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -.Any Hotlel I..ued Ift.r the t'll b.eo... dtllnquent will r.fl.ot an Int.r..t c.lculatl,n to flft..n (IS) day. blYond thl dati 0' the ......".nt. I' pay.tnt I. lIad. ,'tlr the Int.r..t co.,ut,tJon d.t. .hnwn on the NoIICl, tddltlonll Intarl" IIU,t b. e.lcul.ttd. .... .. . ... The precedinq instrument consistinq ot this and one other paqe was on the day and date hereot siqned, puplished and declared by MABEL A. LYONS, as and tor he~ last Will in the presence of us, who at her request, in her presenoe and in the presence of each other have subscribed our names as witnesses hereto. ~ t'.~""...~- ,. , ' " \' " , . .'" " " " ", ,l; " ,. " " ,. " " ,," " " " , , " '" , " . ,. " " ,', " LAW OFFICES Of STEPHEN J. HOGG' " 401 E. LOUTHER STREET CARLISLE, PA 17013 '.""'-';"""', """"'" ,,;1 ''''''''~''<;''':'~folrNH'Lf''';h-',~',.~,..~., C',,' , " . I ..- ' , AC1<NOWLEDGMENT commonwealth of pennylvania County of cumberland I, MABEL A. LYONS, the testatrix, whose name is signed to the attaohed or foregoing instrument/ having been duly qualified aooording to law, do hereby aoknowledge that I signed and exeouted the instrument as my last Will, that I signed it willingly and as my free and voluntary aot for the purposes therein expressed. ss 'J If f ('cl/It /Jt/ ,,", 'L/ MABEL A. LYONS ' Sworn to or affirmed and aO~~~J.~~;d 'ff~Y~~\J~ MA~'f,.j A. LYONS/ ~he testatrix, this, ~ rt"day o,~ . t.'.frulfi,', , 199"::'.. ".,. A' / I ~"~',,' /, ",I . 'fp . \'" ',"..". '~t:<...,_/';:/F.'/L. '//~--'~ I :' :..' 1 ,) ,\ 'or ".1 " ~ ','.' , . . '..1..' ,::::"",'., Notar Pu,b 0/ ney i ,...." .' -r,': l....;i'(.fH:'i',~ ':1, I, ;.' I . I \'i,'-d"""" -, ... "~",~,_"",._"''''N'--'''-'''_.' .....--.. :::....., p",..,".r;\" ")'~,\'"."..'APF>IDAVIT 'T,'7\~'" rO,. ,.It ' Commonwealth of pennsylvania ss L^WOFFICESOF County of Cumberland We, S (7\. ,\>,0-.""'" tM ~ and t...~Me.~'e~ tJ~ II~ t}~1('T1I, the witnesses whose names are signed to theattaohed or foregoing instrument, being duly qualified aocording to law, do depose and say that we were present and saw the testatrix sign and exeoute the instrument as her last WillI that the testatrix signed willingly and exeouted it as her free and voluntary act for the purposes therein expr.essed' that eaoh sU~Aoribing witness in thG hearing and sight of the testatrix signed the Will as a witness, and that to the best of our knowledge the testatrix was at that tim ,18 or more years of age, of sound mind and unde noS raint or undue. jffluenoe. ~ ~~~ Sworn to or aftJrmed an~u scribed to before me by witnesses, this ~~day of r.~ l. , 199-'~;I , ",' .i1.1:/1 ,(~) ,U?;-, I ., '''.' ,I . 4. (/ //;V-l;4~ , J' ,_Y {/' /,1' " L "I ~:.~:~:.:_:,:~;Il.. ~ " Notary ,ubl Att,7 ey J :;.;.t~\7;","""t':;~~.. ,....(h.".' -'~\, .. STEPHEN J. HOGG 401 E. LOUTHER STREET CARLISI.E, PA 17013 ,< ';' "'I "'-'''10 .' ..... .... h .~ II " , " , " ,. , , ,. I' , "~I' , .' ,/ , " ,I " " , ' ,. ,. " ~ CI i: " -."1;; I':" '; I " i 'J ,,,. ~I ''-.,ll':;' '_, "1 1 ,~' '., ". Olx.lll9,9l) '*' I: I ! COMMONWEALTH 0' PENNSYlVANIA DEPARTMENT 0' R!VeNue - Dear Register of WlIIsl Enclosed you will flndl Dchecklsl Ddocuments(s) which were received by the Department of Revenue In errclr, These may be proce..ed according to normal procedures. i REMINDERI The POST MARK DATE on envelope attached to any checks enclosed must app.ar on your i OHlclal Receipt, . Thank you, BUReAU 0' INDIVIDUAL TAXes , ! I, Sincerely, John Murphy, Chief Inheritance Tax Division 1717) 787.6201 ,..j..',---- , ".' ., _'" . .............'_,......._...~" 'b., I .' '~.'...,.,."'..'.llo....L-.".. .." . , ':1' 1",/ ," . \ I ,. ,. 1'4 .d' 1\' 'j \'.~-' ",' .,. ..\ ...1 . " , " , I ,.' " " , " 'l.l " " ,'I 't, ," " ,I<, , " ,. . " I I ,I" ~ " ,I I' " ", ~. . I,' . , , , " ,",' , .' I' " " 1 ,\ . , , " ~\ " .1 t, . ~;. ~. 'I ,0' ,.' ".' , i ;' ~ ".,.t.. '. I .i '\ ,',' ,1 ,l I, I J .",'; ." (. "~I , " ,,' " " '" " ',1;: /. ,. ,I; , , .' " 'I., I,. , .1' " , " " ,', , , " " I.' .' " .~ 1,,1 ( I ". , 1 ' .. \ . " ,. '. ",' ", ., \.,. . -., ,.. ...' ..-..,~..- . ,. :-"--"-',.-._4l1 ~ - -,)" \ . .:1J::.-.... \,. co ~~ - ':'I' OU) ,-. (3d ,1't; l::t! I)';.,. ..<(/(J 11"- 'I "- 0 I (~', f) ... f'1') , .~: rj Tl ~.. ~ (i; .:)~ l. i::: 'U ,(1 :..\ <II t 'c:n "~ && ~ .c GO PAYHEHll D.tloh the top port ton of thl, Hotlel end lub.lt with your Ply..nt .,d, pIVlblt to thl n... and addr... prlntad on the r'Vlr.. Ilde. All Ply"nt. r,o.lvld Ihall 'ir,t b. applied to any Int.r..t which .ay b, due with any r.,elndar applied to the tiN. REFUND ICR), A r.fund of . tlM cr,dlt, which WBI not r.qulltld on the TIK Return, .ay bt r.quI.tld by cOlpltttng Qn "Applloatlon for R.fund of Plnn.vlvanla lnnerltlncl and eltate TIM" (REV-1St]), Application. ar. Ivaltablt .t the O,flcl of the Ragllt,r of Willi, any of the 24 Ray,nuI Dlltrlet O'flc,., or by oalllng the 'Plolat Z4whour Inlw.rlng ..rvie. nueber. for for.. ord,rlngl NEW IN PENNSYlVANIA l-eOO~362-20S0, out.ld. P.nn'Ylv.nt, .nd within the 100.1 H.rrl.burg ar.. 17171 7e7~8094, REPLY TO, DISCOUNT I QutlUon. r.g.rdlng .rror. contal"ld on thlt noUel .hould b. .ddr....d tal PA C.plrtlllnt of Rlv.nu., !urllu of Jndlvldull TIM", ATTHI Po.t A.......nt R.vll~ Unit, DEPT. 280601, Harrl.burg, PA 171CI-0601, phcn. (7171 717-6505. If Inv t.M dUI I. Plld within thr.. (3) clllndar lonth. .ft,r thl dleld.nt'. d'lth, I flvl Plrctnt (SXl dl.count of thl tlM Plld 1. Illow'~, I HTEREST I Intlr..t I. chlrg.d b.glnnlng with flr.t dlY of d.llnqu.ncy, or nln. (9) .onth. and on. II) day frol thl dati of dllth, to thl d.t. of pay..nt, TaMa. which boc~I' dlllnqu.nt b.for. J.nulry 1, 1912 b..r Intlr..t .t the rat. of .IM (6~) p.ro.nt plr annul naleulatld It . dally rlt. of ,000164, All tIM., which blea.. d.llnqulnt on and Iftlr J.nUfrv 1, 1912 will b.ar Int.r..t at a ratl which will vary frol cll.ndar Vllr to eallna.r y..r with that r.t. announo.d by the PA O.p.rt..nt of R.v.nu.. Thl applloabll lntlr..t r.t.. for 1912 through 1995 .rll '!!!! Inttrllt Rlt. OallY Int.r..t Factor ~ Interllt R.t~ Dally Intlrllt Factor 1912 20X .D00941 1917 9X ,000247 1915 16X ,0004]8 1911-1991 1IX ,000301 1914 llX .000501 1992 9X .000247 1915 I5X ,000556 1993-1994 1X .000192 1916 lOX .D00274 1999 9X ,000247 --Inttrllt 1. c.loul.t.d a. folloWII INTEREST . 8ALANCE OF TAK UNPAIO K NUH8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~~Anv Hatlol 1"U'd .ftlr the ta~ bleo... dtllnqu.nt will r.fl.et '" Int.r..t o.lcul.tlon to flftl.n (15) dlV' blvond tM dlt. of thl ........nt. If pay..nt It ..dl .f"r tht Intlrut cOlPutltlon dlt. .hown on thl Notlol, Iddltlonll lntlrl.t ~., bl cIlcul.tld, (1 Carlisle, PA 17013. . (717) 246.2698 IN RE: ESTATE OF:' MABEL A. LYONS , : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, PA : . : NO. 21.94.232 ~B.EL A. LYO~' r1NAL DECRE~ AND NOW, this ~h_tdey of ---.M ZJ "4 , 199,1, based on the Petition to Settle a Small EstatG, this Court orders and decrees distribution be mado according to the attached Schedule, All payments made to date llre confirmed and this decree Is made final since all parties In Interest have Joined the Petlt~'h ~ Ih \0 ., '.1 :lJ ;l)'l' ': '.1 , ;r. .1 d I ", N i ;/'1 .. O'J .. :(Jl.. Ul w [..\ ,f:';';" ..,. .l>o lAWOFFICEBOF STBPlmN J. UOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 , , ~.wo.,~o~ )-. ",' ,', , " 'j" I',':', , .. " ''-:1-1,' , ' , ~ 'I,,! {, " 1 ~: .\ .' - "I pI I , '. , i" ",1' ,'. I , ": " :1' II' I "," -: ,',' ,Ill' !":;"" " ',l, " ,. 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"','," " l" ,; ';11":1-, ," ,';I'-\"~.'::\-:::' , " \.'~.':: i ;:" r: : ,',:/" ," ,j,,' I '/0 '1.1 " " , I;:, " '.'\ . ,. , , ., ;/\,'1 ,,' ,t1" \ i,; """ " I, "', "', .,' ,. iI" ,;' ", ,. i.'( '"I":' ,J';,"\ '" ,;, :-, ' " , ',1- ',':, 'f., "'j I't,' ;(' 't'," ",y u;' , '-;"'-'l"_ ,', ( .1. 'i _ ~ I' 'I'," !/ \1.. I '-: ~ j ,.- I , iY", I' ". .1' , . ,jj': ~., ~i~.'a;...:I': \ ",T ,,' '1 , 'i,'. t',' 'i {,tl'{r':I~~' " , \ .' ' ... " ..,1;;" ,I,., '\ Hi)"'! t '1\'1:1' '>',\' ,." 't }l)"\'Il!J , !~... '; I ,./ \ ",. ",' "i' ,-;. \T}/;l ~ " ',l,\\""i, ','/}.. ),.:1' : ' /, ,it ;'. 1\ I'"~ ". i, (i;' , JRD/Juno 30. 1992/17858 In Re: Estateof MABELA. LYON Late of MECHANICSBURG BOROUGH ~, 21-1994-0232 Estate 1'10,: ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA No, 1994-0232 NOTICE OF FAILURE TO FlLE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6,12, SUPREME COUR", ORPHANS' COURT RULE Personal Representative: Counsel for Personal 'Representative: S'I'EPHEN J. HOGG, ESQ., Datil of Decedent's Dr.nth: FEBRUARY 19, 1994 MARCH 24, 1997 Date of Delinquency Notice: The undersigned, Mary C. Lewis, Rcgl,wr of Wills, io <lccordaoce with Rule 6,12, Supreme Court Orphans' Court Rules, hereby notlfie, the Orphans' Court Divi,ioo, Court of Common Pleas of Cumberland County. that neither the ahove named personal repre,entative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or Its Status Report required by Rule 6,12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6,12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on MARCH 24 ,19.2,7 and that the len (10) day notice 10 file the Status Report has explfed. Accordingly, In accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whelher sanctions should be Imposed upon the delinquent perso.nal representative or counsel for the delin?uent personal repr\o~atlve, Date:' PARI!. lk1997 \. ill '.)' ,~).m!? I1LW~ Mary CLewis. Reglst I' of Wills Distribution: Personal Representative Counsel for Personal Representative Estate File II HEARING ISSCHEDULF.D FOR IN COlJR'I'ROOM NO.1, IF 'I'HE S'I'A'I'US REPO DA'I'E, 'I'HE HEARING WILL AU'I'OMA'I'JCIILL Y BE 997 11'1' I:Of) ~m~ IS FILED PRIOR TO THE HEARING CANCELLED.