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HomeMy WebLinkAbout94-00311 ','o'.' ':' ;~:;I le--' - IJETITION }'OR PROnATE and GRANT OF LETTERS 21-9/1 3/ / MARTIIA .~RLE'J'___. No. _ _______ To; _.__ R~gisl~r of \\'ills for the _ ~ Den'II,m/. C{lUllty of --.J:!JHBERLANI~ In the SOcill/ Sccllrlly No. 201-18-5995 COlllmollweallh of Pellnsylvania The pellllon of th~ ulld~rslr.lI~d re~pl'clfully represenls Ihal: Your p~lilioll~r(s), who IS/lire 18 Y~ilr~ of IIpe or old~r an lh~ execul2r IlIth~ 11151 will of the lIbove dccc(klll, dilled _JlO:'.'JlmhllLJ.j XImlxarodl~)(Q~ ._____. Esralc of 11/.10 kllol\'l/ as named , 19.1l.L-. (Unle rclnllnl ('i1rllm~liHh:C~, C.i:, rcnunclalioll, dcalh of C\C'!Ilar, tiC,) Decend~nt was dOllllcil~d al d~ath In Cumhe r I and CountYl:Pennsy!vanla, with h er _laslfamilyorprlnclpalr~sld~lIc~at One West Penn Streot, AI" 411, Carlisle, Pennsylvania 1 ZQ.I2! Borough of CarTisle (11\1 SlrCCI, numher and munclpallty) Decelld~nt, thell 78, y~ars of ag~ di~d March 03 ,19 94 at One West Penn Street, Apt. .III, Carlinle, Pennsylvania 17013 _' Except as follows, deced~nt did nOllllarry, was not divorced and did nol have a child born or adopted after executioll of the will offered for pro bale; was not the vlellm of a killing and was never adjudicated Incompelent: Decendenlat dealh oWlled properlY whh eSllmated values as follows; (If domiciled In I'll.) All personal properlY (If 1101 domiciled In Pa.) P~rsonal properlY in Pennsylvania (If not domiciled In Pa.) PClSonal properlY III County Value of real eSlllte In Pennsylvania shullted liS follows; 8,000.00 $ $ $ $ WHEREFORE, peritloncr(s) r~speet fully r~quest(s) the probate of the last will and eodlcll(s) pr~sent~d hmwhh and th~ granl of lelters Testamentary theron. (IC\laIllCllIat)'i aclminlwalioll c,l.a,; administration d.b.n.c.I.I.) i '0_ ~ H ~i.'M'!t;(. 1uCttt<./ 'O.~ Harlin L. Hurey ~.: 216 llurnthouse Road ...I; Carlisle, l'A 17013 't'~ SO f. < u, ~ OA TH or PERSONAL REPRESENT A TIVE COMMONWI~AtTH OF PENNSnVANIA } COllNn' OF CUNBERLAND ss Thr prlillonrr(s) abo\'('-named swear(s) or affirm(s) Ihnlth~ slatrmenls In the forrgoing petition are lrlle nnd eomcl to th~ be:'1 of Ih~ knowledge und belief of p~lilioller(s) nnd Ihat as personal represen. IIIllve(5) of thr abol'e decedenl pctilion~r(s) will well and trull' udmlnisler the estate according to law. Sworn to or affirmrd, und, sllbscrlh~d f;h~{fjL /.Ii&i~~~/'-' ~ before Illr Ihis ___. 11S~;;~.R _ arl_ln L. llr ey ..' -li-/-:- Ii MLIlJrH ' /)19 9 ' _ '1.-1;-) 16 llllrnthnllse one ~ //..:jLLu,I..L,cfL"/I'r"f"('j., 1':. '{114G.nrl~ PA 17013 ~ MARY Ie. LEWJS Jll'~i.\/(" '/ :B: {I.{ ...,X') '(0 Thi~ i..1O tertif}' t1hllllu inftlrlll.lll"J11 hC'Il' l~i\'("ll i~ l'IIIICllh 11111lt'd 1111111 .1l111lIl'III,il Il'llllll,l\I' III ,11',1111 dlll~ Illt'd "ill! IIH' ,\.. I.fll.lI Ih'l:hll ilr Till' origin.1I (I" III I' ,lie' will hl' 11ln~ ,lilli'll !u dll' ~l.Itl \'11.l! 1<("1 I i1.l, I IIIII l II II r't'IIIUll111l j d1l1,1', WARNING: It Is II10gal 10 dupllcalo this copy by photostat (1f photograph. Fe" [or llib ('<,rtlli(,,,,,, 5.',1111 t...... /._~,:,.'" ~~. ~~~\.I.C~-X;I!\.\~>J~AI l,w.',tI H(',lWHI'i11 . 2282.887 No. ,J1AR. (j D.II" 1HO~ '1I01IU~l'" COMMONweALTH OF PEIlNSVLVAHIA . DePARTMeNT OP HeALTH' VITAl, RECORDS OERTlFICATE OF DEATH ~'HT 'q '''"'\1 ,,"--URU -.---... --.--...---. ltc' IOC;lli'i7.i;R";;,;;\;w,'---. ., ("'l' 'U' ~~^,'~~rle ~,i~~ f':'~,'.l ,~'.'~::7'~~;"'," - ~;;:.u;~,,,,,:~l,;,,,,,,,,,c._.,., .._.~_~~~.~?~l9 4.__.. ::J:~~1 "',."... " .. ".,,-.." 1 >t\l\PI14'. OrHf.Il Ja.o.29., Cumberland C 1""I"4ll fl'\c-"I"II",C,1 t\u(J ~~:OLJ Rn.,."'~ ~t:"II"l - L.,,_ 1 Ql.t- !..-.'.nn.........---- 11.-.._'___'__]__ "ltIl\Jl"~( l'f.mr ,. 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Cl b\I"~~"lt"h'''4 U '~fl' II ~""'9',,'<I..COll<ll'......e.:"',lluI"QOlOt....lk.1 ""..,"'~..',.......".''r....qII.,''....'.,.,NIlTI _..-..";,./:Lf__. -.-------.---------.-. '" Clllt"ll:lI",.",."....., '"II1.,.,lI'tCIptC'yIQtH:I'O,,,, '" ~"".'>J:"" "jil1' ~'t . ,"" ,I ,'<.F' . I' ""'-'.",~I".I^-'( rl.....J 'un, "1'1f""ltllI\'.~...,IfIlH'C""tIl.....'OI"'CI"HIIlI...,"'I~""U.llllol " }ft..~___ 1ft-. P~ACl(lr ""JL'lIl .A/"O.., ...... ."," 'u,,~. ,.., I......~ 11\ '~''I<',I '" rU111'M1I1o;, Of'(;R'ItI'CJi'jHJ\,PII~OC(UR"(O ~-.l;~-~-=:~_ ~~_________. _. \OCI1(>.I,',....r.,".....,.. . '" [J 1Ek\,b..'>t,\tOI "' ",'IU"tll,O ~A :,(11 r llt..____ __V2'!. ....!~~----..J.~..I-.---.-------.----: ~,.; j~l'''1 til O"'J),'I" 0''-',. 1\" "~I Iv" _ .D.b.L.I__l2JE_ UI , ? t~___._, '1'~Hllr+l( U l'l 'fA~O'" I'.ltl) C~I,/Pl! Tin ei~ '#-~r.1 .~~/II,~""P"~1 (?/< ft6~ ~~ ~;~t,~/C'tnl ~ . 'h__'~_(_i).'-~~~ (.l4 '7E:'L-__. 1"111,.1(1.\' >,.." .~UHCIHQU.oel"ll"IHQPH'.'CUH "d., ,.-,' "p" "..., .'."*"",/",,, ,.~,'...., ".......... If""'........,...'" MC",rtot..1IIt ~_ ..It".... "'" ..... '''' '41"" U"'"lII''''''''''''''''' ...,,~ '1IIOtCA~ IUliIHIIl,'COAOHI" 01'1 "".......1 Ul/Illl\otllOfl.tICIl,r MWUI'1111oft, 1ft"', OpIM(j~. ellll" ~~t"II'd .11'" IInl..lfll', .~d pl'el, 1l1li !tv,.. I~' e'YI'(lI'~' ......<\ff.......d, ,.. ....." .. "...., .. .,..,., ...,." .. ... ._.. ." --11\",,-. ~. _till.... , -' .. ICt~t DiU ctub ~C$tctutttt! I, MARTHA A. HURLEY, of the Borough of Carliole, Cumberland County, Pennsylvania, declare this instrwnent to be my last will and testament, hereby expressly revokin~ all wills and codicils heretofore made by me. 1. I dir>ect my executor- to pay all of my debts, funeral and administr-ative expensen us soon as may be done conveniently after my decease. 2. I authorize and empower my executor> to sell any realty owned by me at my death and not specifically devised or bequeathed herein, at either pUblic or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estat0, of every nature and wherever> situate to my four children, Ray D. Hurley, Shirley J, Myers, Marlin L. Hurley and June D. Brown, share and share alike, the child or childr>en of any deceased child taking the share their parent would have taken if l:lving. If any of my said children is indebted to me at the time of my death, then I direct that the amount owing by such child or children shall be deducted by my executor from his or her share. II. I nominate and appoint Marlin L. Hurley to be the executor of this my last will and testament; he is to ser>ve as such without bond. 5. I hereby suggest that my personal representat i ve retain the services of Irwin, Irwin & Irwin as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,~,. day of November, 1983. 'I)! f' ,Ill:., (.~ !-lId! 'I . (SEAL) MARTHA A," HURLEY Signed, sealed, published and declared by Martha A. Hurley, the testatrix above named, as and for her last will and testament, 1n the presence of us, who at her request, in her presenCG and in the presence of each other have subscribed our names as witnesses hereto. -- ~ft,,',otM.oJfJJ/~ 'v1-JtU.h<.. ~ " COMMONWIALTH OF !'INNSYLVANIA COUNTY OF CUMIIRLAND } III MARLIN J" HURLEY --- .-----.----.--...--- --. -"-----'" b.lng duly sworn ..._ ____ .ccordlng 10 I.w, d,poslI .nd SlY' Ih.I h. 16 the ______.._._ ..____.~~~~~.~.:_._.__ of Ih. Estel. of MARTHA A. HURLEY 1.1. of __.~Qrl'.\lg\1ot.Ga:r~.1~~.Il.---...-_..-.--____, Cumberllnd Coynly, PI., decttnd .nd thlt the within II .n Inv.ntory m.d. by ___________ . .- .---- " the Itld of Ih. .nllr. lltel, of Itld d.c.d.nl, conslstlng of .11 Iho person,1 prop.rly .nd reel 111,1., ..c.pl rulut,I. cyhld, th. Commonwullh of P.nnsylv.nle, end th.t th. flgyrtl opposll. c.ch II.m of Ih. Inv.nlory r.pr'II"I it', f,lr v,ly. II of Ih. del. of d.c.donl's dulh, Sworn .nd sybscrlb.d b.for. m., ~~, ,;7. ~.4-~~ EI!cutor . ~ Marlin L. Hurley 216 Burnt House Road .. /A.(11.. It( 19 94 /~j cli--. ~~~ Cartlil Boro. Cuntlel1ai"d Courtt My COITvrlssIon EJ<rIres Cd. 3, 1996 of tru10s Carlisle, PA 17013 Add".. 0,1. of Oulh 03 OIV 03 MDnth 94 Voo, INSTRUCTIONS I. An Inv.nlory musl b. flied wllhln Ihree monlhs aft.r appolntm.nl of personal rtpr...nl.llv.. 2. A suppl.ment Inv.nlory must b. fll.d wilhln Ihlrly d'YI of discovery of add"lonal'II~P 3. Additional she.ts may be attached II 10 personalty or rulty 4. Set Artlcle IV, Flduclerl81 Acl of 1949. " , 'rl :-:'1'. ;: . ~ .:1 , "_,1 ~lJ \.', ) " QI 1! t ~ t!! M .~ U .. H ~ M ~ r.a Q. ~ I:l '" " u ~ " . j! ~ ~ w ~ w ;l Q III :. ,Ii': iE Q. -l ::J .... . '" e ~ ~ u.. . :rl 0 ~ 01 ... ~ 0 Q. Oil<: u.. Ii':~H I LU 0 ~ or: . .d t ..... > < ~ . N Z o Q :l c 0:: Itl ; 0 ~ - ffi ~ '" t3 H 0 ~ Z 0 ~ . Q. Itl ." Ii': c ~ .. I ... -.: 0 " H I .0 " e ." ... ... . 0 I ~ ~ it 0 -l U m I i I 1. i .1 2. 3, " 4. Inventory of the real and personal estate of MARTIIA A, HURLEY deoeased Personal Property - Sold... I...'. I' t......"., I........... I' t-,.........., Pre-Arranged Funeral Farmers Trust Burial Account 111-407437. It I'" It........... It..... d,'. ~.. H News American Publications loe. - Refund. II............."..... t... . I.... Mellon Bank 182-111267 Checking Account opened 05-11-83, held jointly with the decedent and her son Marlin Hurley Date of Death Balance $3.419.08 T 2. ..........,.......... ................ 5. Capital Blue Cross/PA Blue Shield - premium refund..............,........ 6. Cash on hand - Safe Deposit Box.......".,......"....................... 7, TV Cable - Refund...... I" .,...."...,.,....... I", ,-,..,..,...,.......,., 8. One West Penn Apt. Center - Security Deposit ~efund...................... , '. , II' "'. . . " " " " "., . .' "I' , " / (, 1,240 00 6,914 48 18 44 1,709 54 186 40 6,700 00 24 \0 85 21 16,878 17 /1/ _ ',), 0 ,~ - 1:::., INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) IEY-1.\OO IX. 1".911 1. Real E.late (Schenule AI ( 1) 2. Slock. and Band. (Schedule B) ( 2) 3, Clolely Held Slack/Partne"hlp InlerOlI (Schedule C) (3) 4. MartgagOl and NalOl Rocelvable (Schedule D) ( 4) 5, Ca.h, Bank Depallt. & Mhcellaneau. Pe"onal Praperty( 5) 15,168.63 (Scnedule E) 6. Jalnlly Owned Property (Schedule FI I 6) 7. Tran"er. (Schedule GllSchedule l) ( 71 B. T 0101 Groll Aile" (lolalllnOl 1.7) 9. Funeral Expen.OI, Admlnlllrallve Co.I., MI"ellaneou. ( 91 Experllo, (Schedule H) 10. Deb", Mortgage llabillllOl, lien. (Schedule I) 11. Talal Deduction. (lalalllnOl 9 & 101 12. Nel Valuo of E.lale IlIne B mlr,u.llne 111 13. Charltoble and Governmontal Bequell' (Schodulo J) 14. Nel Valuo Subloct 10 Tax (line 12 mlnu.llno 13) 15, Amounl 0' IIno 14 taxable 01 6% rate (Includo valuOl from Schedule K or Schedule M.) 16. Amaunl 0' IIno 14 lax able 01 15% role (Include valuOl from Schedulo K or Schedule M,) 17, Principal lax duo (Add lax from IIno15 and from line 16.) 1 B. Credlll Spau.al Paverly Crodlt Prior Paymen" ~4~ounl + +~-- 19. If IIno 19 h groater than line 17, enler Ihe difference an line 19. Thh I. Ihe OVERPAYMENT. aD 20, If IIno 17 I. groaler Ihan line 19, enler the difference an line 20. Thill. the TAX DUE. A, Enler Ihe InlerOlI an Iho balance due an lin. 20A. B. Enler Iho talal of line 20 and 20A on line 20B. Thh I. tho BALANCE DUE. Ma~. Ch.c~ Payable 10. Regl.ter of Will" Agent --- , ...... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH".- Under Plnchl.. of perjury, I declar. thai I hav. ....amln.d thl. rei urn, Including accompanying Ichidul.. and Ilal'mlnh, and to lhe bl.t of my ~nowl.dg. and b,Il,', It 'Itru., correct and comple'.. I declare thai 011 flol ..1011 hat blln reported at true market value. D,claratlon 0' prepare' ol~.r than the plrlonal '.pr...ntaliv. II baled on alllnformollof\ of which preparer hell any knowledge, ~.. EASON Rf! Illf 0 lUNG RflURN ADDRfsS . - D.J.I! ;, '"J 21 Burnt House Road, Carlisle. PA 17013 u:>-19-94 ' '/....I . . A I llNimVf ADORlSS ~ ~" (/ /.') , 1/1 60 West Pomfret Streot, Carlisle, PA 17013 05-19-94 I,) /11(\ I ~ ~~~ Ii I~ U2 I I ~ i ~ ~ S ~ g '0. DAUlO'DIATHA"I.1213.19. CHICKHIU If A .flOU.AL t- 1'011"" CUDIT .. CLAtMID 0 .iu NUM'" 21 - 94-311 ~'I:() v ." 7". "A ~ I ,II ,I, ~. , ,(':h- COMN\ONW!A.tltl m peNNSVlVA.NIA ne'ARTM!Nl OF RfveNUf DElI 2801>01 HARRIS8URO. PA 1112B.06(l1 - AM! IlAST, 'lAST, AND MIDDl! 'iNITIAll COUNTY CODE , lEn ADORns YEAR NUMBER HURLEY MARTHA A, I I i1CU!IIY NUMIIR --~'lin;roH~! 0 'ill1H-- 210-18-5995 03-03-94 01-29-16 Cumberland ~~-- ~ 1. Original Relurn 0 2. Supplemontal Relurn o 4, llmlled E.tale 0 4a, Fulure Inl"OII Compramlle Ifar dalOl of dealh ah.. 12.12.B21 o 6. Decedenl Died rollale 0 7, Decodonl Malnlalned a living Trull (Allach copy of Willi IAllach copy of Tru'll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUUl BI DIRECTED TO, Mr--- ! MAllINO AboRm IRWIN, IRWIN & McKNIGHT 60 West Pomfret Street Carlisle, PA 17013 One West Penll Street, Apt. 411 o 3. Remalnd.. Return (for dot.. of death prlorla 12.13.82) o 5. fed..al Ellale Tax Return Required _.9. Talal Number of Sa'ellepcllt Box.. H NUMB A I 717 ) 249-2353 1. 709.54 7,467.00 I 8) 16,878.17 (101 102.03 (11) (12) (13) (14) 7.569.03 9,309.14 (15) 9,309.111 )( .06.. 9.309.14 558.55 (16) )( ,15.. (17) Inl..OII ChD[~ here if vou are requclling a fofuntl of you. oUDrpriVnlN.t, (181 . (19) 27.93 120) 120A) (20B) 530.62 530.62 \ ,-.1", a1Y.UOOI'h 11,111 I SCHEDULE "F" I ~~TLY.OWNED PROPE~-=-" PILI NUMel1 21-94-311 , CQMMONWIAIIH O' P1NNIYlYANIA INHUllANCI ,.... ./'UIN . 1II10lHI OICID HI ISTAn Of MARTHA A. HURLEY JoIn' 'In,n'I.I. ADDRESS 216 Burnt House Road Carlisle. PA 17013 IELA1l0NSHIP TO DICIDINT Son NAMI A. Marlin L. Hurley .. c. - 111M Lmll .011 DAn DISCIIPTION O' PlOrllTV TOTAL YAWl DI~D'S DOLLAI YALU\ O' HUM all JOINT MADI O' Assn 'lll Nt. DICIDINT'IINT lilT lINANT JOINT 1. A OH 1-83 a110n Bank Checking Account 182-111267 3.419.08 50% 1.709,54 I , " , . " , " ' , , " , , I " " , , ' ' , , .. , , , ,,' , , ' , , , " , 1; , , " , , " , " , , , , , , . , " , , , , , , , , I , " , . TOTAL 11.110 ontar on II.. 6. ll..op:t.lo1lanl' S 1.709.54 - JolntlVolwnlcl p,op'rty, I" mOil 'POel " ,,"did In.." oddil/onof .htlh 01 .omo .,.., - UV.UII,., (7'''1 , ~:J~:~1I -U'~ COMMONWEAlTH 0' "NNmVANIA INHlRlTANCf TAX R!TURN RfllPENl PECIP!NT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES mAti OF MARTHA A. I ".... .... ., .". FILl NUt.1IIR 21-94-311 ITEM NUMBER A. 1, HURLEY DESCRIPTION Funlral bp.n,," EWing Brothers Funeral Home I. , , , , , I I , I , I " . , , , . , . I , , . t ,., , , t . . . , , B, Admlnlltratlv. CO.tll 4. C. 1. 2. 3. 4. 5. 6. 7, 8. I. 2. 3. Pellonol Repr'lentollve Commllllonl Social Security Numbor of Perianal Repr..entatlvel Y.or Com million I paid Attorney Fe.. Irwin. Irwin & McKnight", I'.""'...."..... ""...,. Family Exempllon Claimant Addrell of Claimant at dee.dent'l death Street Addrlll City Relallonlhlp _ State Zip Code ProbClte Fell Letters Testamentary Mlle.llan,oul bp.nl'.' Notary - Roger B. Irwin"".,.,...""."""."...,,'..,......,. Register of Wills - Filing Fee.. If 11.11"."..', ~ H "' H'" I"~ fI' Appraisal of Personal Property." t.."..,., I ~.., ~. .', .,..., '.. i, ~. AMOUNT 6,338.00 1,000.00 57.00 12,00 25.00 35~00 TOTAL (AlIa .nter on line 9, Recapitulation) S 7 , 467.00 (II malt .pae. II nlld.d, In..1f addltlonal.hllt. of .am. .11.,) ...V,U1J.....IU'1 ~6~ COMMONW'AL1H O. 'INNSflVANIA INHII11ANCI1AJlIIIU.", ."IDIN1 OlelDINt SCHEDULE J BENEFICIARIES l ESTATE Of MARTHA A. HURLEY fiLE NUMBIR 21-94"311 ITIM NUMBU NAME AND ADDRESS Of BENEfiCIARY RELATIONSHIP AMOUNT OR SHARE Of ESTATE A. Taxabl. B.qu."" 1. Ray D. Hurley 797 Baltimore Pike Gardnere, PA 17324 2. Shirley J. Myers 122 East Old York Road Carlisle, PA 17013 3. Marlin L. Hurley 216 Burnt House Road Carlisle, PA 17013 4. June D. Brown 201 Hill Street Mt. Holly Springs, PA 17065 Son 1/4 of the Residual Estate Daughte,r 1/4 of the Residual Estate Son 1/4 of the Residual Estate Daughter 1/4 of the Residual Estate , ' ITIM NUMBIR -~ NAME AND ADDRESS OF BENEfiCIARY AMOUNT OR SHARI OF ESTATE B, Charltabl. and Govllnm.ntal BoqUtlhl 1. " " TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo .nlll on lino 13, Rocapltulallon) $ (If mOlt .pact ,. nud.d, Inllr! addlt'onal.hu'. 01 .am. "It' , , -' Ol. 0 ,;j REV.1S47 EX AFP 110.93*1 eDIlltDHII€IL IH OF PEHHSVLVAHII ACN 101 DEPIRIHEHT OF REVEHUE NOTICE or INHERITANCE TAM BUREAU OF, INDIVIDUAL um APPRAISEHENT, ALLOWANCE OR DISALLOWANCE ~~:~is:e~~~\A 17128-0601 OF DEDUCTIONS, AND ASSESSHENT OF TAM DATE 09,,13 - 94 ESTATrorr HU'RLEV MARtll~ =t\ ---=-~= FILE NO. 2194-0311 DATE OF DEATH 03-03-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM PAYHENT TO THE REGISTER OF WilLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 - REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 l Anount Rlnlt::::! CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... R IV: iscii -EX "A Fii" (i ii:93)" " NoYi or "OF" "itiHEiii T Arlo E "YA'in"PPRA is EifEN r; "iI rL"owANc E" iiri -" --.".".. -""" -",,- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HURLEV MARTHA A FILE NO. 21 94-0311 ACN 101 DATE 09-13-94 TAM RETURN WAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rill Estltl (SOhldull Al 2. stooks IlId Bonds ISohldull Bl 3. Closll~ HIld Stook/Plrtnlr.hlp Intlrlst (Sohldull Cl 4. Hortglgls/Notls RIOlivlbl1 lSohldull 01 S. CI.h/Blnk nlposlts/Hiso. Plrsonll Proplrt~ lSohldull El 6. Jointl~ O.nld ProPlrt~ (S.hldull Fl 7. Trlnsflrs (Sohldul~ GJ 8. Totol Alllto APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funlrll ENplnsl./Adnini.trltivl Co.t.1 Hisollllnlous ENPlnsls lS.hldull HI 10. Dlbts/Hortglgl Lilbilitlls/Lilns (Sohldull II 11. Totll Dlduotions 12. Nit VIlul of TIN nlturn 13. Chlritlbll/Govlrnnlntll Blqul.ts (Sohldull Jl 14. Nit VIlul of Est.tl Subjlot to TIN If an a..e..ment wa. i..ued previou.ly, line. reflect figure. that includ. the total of ALL ASSESSMENT OF TAX: IS. Anount of linl 14 tlNlbl1 It 6% rltl 16. AnDunt of Linl 14 tlNlbl1 It IS% rltl 17. Prinoipll TIN DUI TAX CREDITS: PAYHENT DATE NOTE: - RECEIPT NUHBER DISCOUNT t+1 INTEREST (-I 05-19"94 27.93 886100 I CHANGED III (2) 151 141 lSI_ 161 (7) .00 .00 .00 .00 15,168.63 1.709.54 .OD_ lSI 16,878.i7 (91 1101 7,467.00 102.03 1111 1121 1131 1141 7,569.03 9,309.14 .00 9,309.14 14, IS and/or 1& and 17 will r.turn. a.....ed tD date. USI 1161 9,309.14 M.06' .00. M.IS' 1171 558.55 .00 558.55 AHOUNT PAID 530.62 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 558.55 .00 .00 .00 . IF PAlO AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS lESS TlIAN U, NO PAYHENT IS REQUIRED. IF rOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.l , I ,\ RESERVATION I Eltlt.. of alctd,nt. dvlng on or before Dlo,.b,r 12, 1982 .. l' any future lnt.r..t In thl ..tit_ 1. tran.ferred In pot....Jon or ,nJoy..nt to C1,., a (coll,t,ral) bln,fleterl.. of thl dlctdtnt ,'t,r thl .~plr.tlon 0' .ny I.t,t, for llf. or for v..r., thl Co..onw..ith hereby Ixpr...lv r...rv.. thl right to appral.. .~d ft..... tranl',r Inherltancl Taw,. at thl l.wful ell.. . (coUlt"ll) rat. on ,nv .uch future Intlrut. PURPOSE OF HOnr.EI To fulfill thl ,.qulr..."t. of Stotlon 2140 of thl Inhtrltlnc. and E,tat, Tal< Act, Act 22 of 1991. 72 P,S, Section 2140. PAVHEHTI Ottlch thl top portloh of this Hotlcl and tub.1t with your PlYU"t to thl Righter of Wl1h printed on thl rev.r.. Itdl. ~.H.kll chick or .onlV order PftYlbl, tOI REGISTER OF HILLS, AGENT All p.yunt. r.c.lvld .h,1I flr.t b. appU.d to any Interut whlc:h lIay bt due with any r..alnder appll.d to the talC. REFUND (eA)1 A r.fund of a talC credit, whlc:h was not requleted cn thl ralC R.turn, ..y be r.qu..ted by c:o,plotlng an "Appllcltlon for Alfund cf P.nnlylvanh Inheritance and E.tat. Tax" (REY-1313>. Appllc:atlon. art avallabl. at the Offlc. of the Algllt.r of Will., ~ny of thl 23 Rev.nuI Ol.trlot OffIce., or by calling thl .p.olal 24-hour Inewerlng 'Irvlo. nu.blr. for for.. ordlrlngl In Penn,Ylvanla '-800-362-2050, out.lde Plnn.ylvanll and wltl1ln looal tlerrltburg arn (717) 787-8094, TOO' (7171 712-2252 (Hurln; Illpalr.d Only), OBJECTIOHSI Any plrty In Int.r..t not .atl.flld with the appral....nt, allowanc:. or dl.allowanc:. ot deduotlon., or a.......nt of tu (inoludlng dltcount or Intern\) a. .hOwn on thlt Notlo. IIU.t obJ.ot within ,lxty (60) ddY' of rec.ipt of this Hotlol bYI --wrlthn prottlt to the PA DIPart.tnt of Alvlnul, Board of Appeals, DEPl. 281021, Harrisburg, PA 17128-1021, OR .-.llotlon to I1IVI thl latt.r d.t.r.lnld at audit of thl acc:ouot of thl Plr.onal r.prl.lntltlvl, OR --apPfll to the Orphln.. Court, AIlIUN ISTRATlVE CORRECTlIlNS. Flatutl error. dlloov.r.d on thll a"I.e.ent .hould be addr...ed In writing tOI PA D.part..nt of R.vlnu., Iuruu of Individual Tu.., ATTHl Po.t A.......nt A.vl.w Unit, DEPT. 210601, Harrltburg, PA 17128-0601 Phon. (717) 767-6505. S.. page 5 of the boo~.1.t Olln.truotlon. for Inh"ltanol True R.turn for n RIl.ldllnt Olo,dlntft (REY-I~OI) for an .lCplanatlon of "dtlnlltratlv.ly CQrrlot,blt .rror.. IlISCOUNT. If Iny tl~ due II Plld wJthln thr.. (J) callndar lIonth. aft.r the d.c.d.nt.. d.ath, a flv. p.rclnt (5%) dllcount of thl tile Plld Is IllOWld. INTERElT. Int.rl.t I. chlrgld big Inning with flrlt dlY of dlllnqulnoy, or nlnl (91 .onth. a~d on. (1) dlY fro. the dlt. of d..th, to thl dltl of pay..nt. TalC.. which blcu. dlllnqulnt blfore Jllnuery 1, 19.12 blar Interut .t the rat, of .Ix 16:0 perclnt p.r aMu. calculltld at a dally rate of ,000164, All \l1C" which bloat. dtllnqulnt on Ind Ifhlr Jlnu.ry I, 1982 will bur Internt at a retl which will vary frQII cal.ndlr year to oll.ndar Yler li'Hh that rite Innouncld by the PA D.partllnt of A.YlnUI, Thl applicable Intertlt ra"ttl for 1982 through 1994 arll '!.!!! Interut Rlt. DailY Inter..t Factor :!!!! Interltt Ratl Dallv Int.rut Faotor 1911 ZOX ,000541 t'86 10% .000Z7~ 1981 16X .000438 1'&7 'X ,0002(.7 1984 I1X .000301 1.88'1..1 11% ,000301 1.81 UX .000356 1992 9% .000Z~7 1..3-1994 n .0001.Z ."lnterllt It CIlcullt.d II follow. 1 INTEREST' BALANCE OF TAX UNPAIO X NUNBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR --AnY Hotlo. I..u.d Iftlr thl tlx b.co..u d.llnqu.nt will r.fl.ct an Intlrl.t allculatlon to flft'ln (IS) davI blvcnd the d.tl of thl a.......nt, If Ply..nt I. .Id. aft.r thl Intlr..t cOlputation date Ihown ~" thl Notlcl, addltlonll Int.r..t .Ult bl cllculatld,