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HomeMy WebLinkAbout94-00331 , . .':\',1;,'::.,:'". "ii' , .~\" I:'.: i,' !' , .', !:1 :',~r! "I ,. !.. ',',.'.' ":, 'j,. t' '. t'. '., t'. ., \: ,\,' ';'.. .,':1. ~Jr~\',:I:;" ,',',.,1/. ,;;:ii;!:. " . '. ',\I., " ,. ". , .1: .~/u". 'Ii'" '. :</ ,:", :\:,'l:.' , ,I, ," , .,1. " ""'.::1.,1\: 1 , I."', . ,'," I', ,/,~ I' , I . ,~ , ; I, ,j,' ';\1' i'!! "I',t , .;',' ,: ... ,. ::1, t,'" ;;1. 'J', '" ",,' ',~ '(, ~i:':, \/,:11.., I'" " li' . " .,' ,I',' , '\,., ,jf"I. . 1,>,!I, " :,',' .;. ._1,'" ", I'. ,r. , , .\,'.' , <,I. . , .,\,\ . "or, I' .. . ~ 'I " ',,' .." \i "., ,If, I' "'J ':. c, ... , , " ,: ,I' Ill,' " JI' , " ~: I , , I:.!,. ,., " ''/;. '.,:,'" I ,', 'j: \ ~, " , '. I',,, 1:',\' .t', t . ',',I, '/ ~ , Ii . 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" \..lH' :;il.,l","(,' \1: "''.::'<;'',~:' "',', ':. " 'I," > " ~ [,'i /.J,,\ ,.:' 'i' " , '" ..,' " . ",,":l, "', \1).1: ::~: '. .1,..1.' ,'"J: l ..1 ~ ~ ,'.' ; " ,', I"~ I " \ .,,1 \ ",1 ." .; , ". . I ~ "., "",'1 " /,"/1 . ~ j , " ',' '. "'" '" ,0, " " \ ","', , ,. ',1 ' '\ ".. . ,', i'e.I;",!,:.;, ." "" " " " ':\1,11' "'I,' " , '';' '.,' ',' '", .. '. ,.,> '~, II' " '" '/' .' .. , J " "", , , "" '" , i','"., , ,'" ,,' " , ,I" ." !, ., '. , '''I, .' ," ',,' ,II, ", i,"!,' " " , ' ". " ". ,. '", , . ;~ " PETI'fION .'OR PROBATE and GRANT Of' LETTERS No.._.c2LitL-- (~ 3/ To: h:flulc of _~:,N^ BL_M.f~II.1\l.t'l.lj_.u.. ... ul,f() known U,\' ..._._.._..__.__......_........ "H _.___.~..__....__.__......._.... Register of Wills for the ___....__.___h_~__.... ____. IJc('I'a,\'('{I, COllnlyof CUIIIIJ/'rlilnd III the Sudal Sc('//rlty No, _...J.1i.2::J.G::7.B.Lo._... _un Commonwealth of Pennsylvania The petition of the IInderslglwd respe\'lfnlly represents tlmt: Yonr petltloner(s), who Islllll< 1M yenrs of IIge or older IIn the exeCIII__ named In the IIISl will of Ihe IIbove decedelll, dllted _l:~~bJ:.uilr~_2B , 19.2a- IInd eodlell(s) dllted ....NQN E _,,____.. _._.. u...._. -.kI.ill..llLUfiwJl'sUUUUQllWUL\lJh.JjJ\.tiQ/wJ BanI; [loW Mollon Biln, ^s EXoclltor. lJuC' to ,llI\illl Sl~O of estate ($3,00 , o. on ill1; J.:Qn.Q.I.lnQ.Q.\.Li.ll~ELV9.r..Ql-,LUll1J..J.:;..._~ollr :Lng ,'s SOil, ^ Ibo rt G. Mehring, solo rOR J dun ry 1. (~gn tnClHnlc rCIC\'IUll dICllll1\\lIlIl'\'~1 C,tt, rClluncllllloll, d~'alh uf c'(cclIlor, eIC.) Decendent WIIS domiciled III dellth In ClllII.llOr lilllil hor IlIsl Fllmlly or prlllcip,l.! residence III _lQ.Q.. Mt J~Jen 1'11.. 170 r,!:;.,...UpPLlJ:_1UlLUL.Tawnsbip...______ Obi weel, IHllllbcr nnd rnuncipallly) County, Pennsylvania, with Drivo, Mochilnicsburg, Deeendenl, then_..lJ)JL~_ yenrs of age, died FebruiI ry 5 '" 19 C) 4 , IIt_.J1JL':J:W1l:L.IiJ.i.,J..1!U. ../12' Pl7 f1t.l.I/JLO!i-,.ff~'-tf!t1 /71")'1, , Exeepllls follows, dccedcill did nolmllrry, was nol divorced and did not have II child born or adopted after exec III ion of the will ofFcrcd For probale; WIIS nolthe vlellm of a killing IInd was never adjudicated Incompetent: Decendentat delllh owned property with eSlimated vlIllIes liS follows: (If domiciled In Pa,) All personal property (If not domiciled In Pa,) Personlll property In Pennsylvania (If nOI domiciled in I'll,) Personlll property In Counly Vlllue of relll estllle in Pennsylvania slluated as Follows: $ 3.000. 00 $. $ $ fl..L.'2f1LL.. WHEREFORE, petitloner(s) respeclFully requesl(s~ tl1e probal~ of the last will and codlell(s) presenled herewith and the grllnl of lellers of ilc1mll11 st rn t lon c. t . 1\. (11'~lnIllCnl(\I~'i ndmlnlstrntloll c.t,a.i admlnlSlrallon d.b.n.c,t,a,) lheron, i B '0- '~ . o:~ "O.g ~il ";.'n.. tr~ ~o i Iii ~~~= I'U!" vrj/~' ~ -~2c~ OATH Of' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSnV ANIA } 88 COUNT\' OF _CllMIlERL1UlD. The petitloner(s) IIhove.nHl11ed swellr(s) or IIffirl11(s) lhllt Ihe sllltemcnts In the Foregoing petition are true IInd correelto Ihe besl of Ihe knowledge IInd hclief of PClllloner(s) and thai as personal represen. lllllve(s) of the IIbove decedent petltloncr(s) will IVell and trnly administer the estate according to law, III . ,,, ( Sworn 10 (~r II ffinne. d ag~ snhscrlhed ~ before me Ihls ____._.._....JL. dill' oj 1. '.__i-JL.~RIL_.../+I }9.y9.4.., 'L.l.71.L.3,.UL:.L.,-A!.0....~;jIU.&:LJ:!' ,1 // MARY C. LEWIS R\'~ls(<' I, I ' . ! ,', ~:~~4-:"l!.J1M7 ~ riO' ~ l ~ No. 21 - 94 - 331 Estate of VENTI I~. MEIIIUNG , Deceased DECREE 0.' PROBATE AND GRANT OF LETTERS N NOW APR I L 11. I 94 " I II A D ____________.___....__.. 9___. III consldernt on of the pett on on the reverse side hercof. satisfactory proof hnvlng bcen prcscntcd beforc me, IT IS DECREED thatthc Inslrllmcnt(s) dntcd._,___FEBRUARY 28, 1978 dcscrlbed therein bc admitted to probnte and flied of record a,\ the last will of --R~LUlliG......... TESTAMENI8RY ALBERT G. MEHRING . . and Lellers .. arc hereby granted to (J 1 1J7JJ f1t ~1: Rr~lsl.r of \ ',:b MARY C. LEWIS FEES Probate. Letters, Htc, ......,.. $ 25.00 Short Ccrtlflcates\ 3) .,...."" $. 9.00 Renunciation ....,..,.,...... L....5...LllL.- X-Pages ' $ 6.00 JCP -0.1)0- TOTAL -- $~O 00 Flied. . , ., " . . Am.L. ,1 J.", 1 ~9.4. . . .'., . . , Terrance J. Kerwin #29922 A lTORNllV (Sup, CI. 1.0, No.) Kerwin & Kerwin 21 North Front Street ADDRESS Harrisburg, PA 17101 Clll.L 238-4765 PHONE (>, ~-., I'C " " " , ::~ ~i.. If, , " '\.1.) I I'.: 1':\ I ,;, ) , " " " '" _\~ ~ Il)U:': PI u: l)U Mailed letters and order to Executor on 4-12-94. " . '. 'I', LAST WILL AND TESTAMENT m: VENA E. MEHRING I, VENA E. MEHRING, widow, of the City of Harrisburg, Dauphin County, Pennsylvania, being of sound mind, memory and understanding, hereby revoking any former Wills by me heretofore made, publish and declare this my last Will and Testament in manner as follows: I direct my executor, hereinafter named, to pay all my just debts, funeral and burial expenses as soon after my decease as practicable, as well as all inheritance taxes, whether State or Federal, which may be assessed against my estate, or on any property passing as a result of my death, whether or not forming part of my estate, as part of the costs of administration. I direct that my remains shall be decently burled in the Mehring Family Plot in the Harrisburg Cemetery, Harrisburg, Pennsylvania, next to the grave of my late husband, and that a marker similar to his be also placed thereon. I give and bequeath to my son, Robert G. Johnson, by former marriage, who resides at 4960 State Road, Drexel Hill, Pennsylvania, the SUIll of One Thousand ($1,000.00) Dollars, if he survives me. In the event, however, that he does not survive me then I direct that the same shall be given to his widow. I give and bequeath to my son, Albert G. Mehring, the sum of Three Thousand 4$3,000.00) Dollars IN TRUST, NEVERTHELESS, for the use and benefit of my two (2) grandchildren, namely, Valerie Victoria Mehring and Andrew Stephen Mehring, both of whom are now minors, to hold the same for their use and benefit until the younger " of them shall reach the age of twenty-two (22) yeaI'll under the follo''llng terms and conditions: 1. To invest and reinvest the principal thereof and accumulated income during the period of the Trust, and all income shall be added to the principal and become a part thereof and invested and reinvested in the same manner. 2. Said Trustee shall have broad powers as to the manner of making investments and may invest and reinvest the principal in such securities as may be proper and advisable besides those designated by law for trust purposes. 3. My said Trustee is authorized, however, to i.nvade the principal and or income at any time during the continuance of the Trust for any necessities dealing with the general welfare of the said beneficiaries, or either' of them, for medical or hospital care, education or maintenance. 4. At the time the younger of said beneficiary shall reach the age of twenty-two (22) years the Trust shall then be terminated and ~\y executor or trustee, as the case may be, shall then pay the total net amount of all funds in his hands in equal shares to my said grandchildren, or the survivor of them, and the trustee discharged. 5. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, including the A.'l'.&T. stock or any dividends arising therefrom to my son, Albert G. Mehring, P.O. Box 268, Dillsburg, pennsylvania 1701'1. In the event, however, my said son should predecease me, then I give, devise and bequeath all my property as aforesaid t.o his widow. -2- ",' , ,,, ""I: " ',:\,' "Ii "'("',t"',' P, " .' I' "'I;' I< "',' \ "1 ' '\ " Ill' '1,': , ,'.;r 'r,I'; " " , ' : '" .. ~ " , i ','1, ",I' 'I': "j\l, ",1,'1 , . " l. " . ,~ j: ,"~,I '. Ii) , '....f: '. ,. :"" 'I: : ., '.' 'I" ,,' '>t 1",,' "~'I' ,.1,1.' ",i' " I. ~,I/. 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I , "", ", ),' ',iJ ('. ,I,,'::,~, :', I ) ~ ~ " , .: " .,1 :,11 , .. ," I'"~ .11 \, lJ' '.:L: I' \ ," ,1',1" 1.>1, l 1'/:" _I,' \ ""I !I.. ,) ,": ,. . '''f>t):,'J,'\ I: I," , ,I'. no , , , O!RTIrIOATION or NOTIC! UND!R RUL!s.a/ai Name of Decedent: V!NA B. H!RRING Date of Death: rebruary 5, 1994 NO: 1994-00331 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the fOllOwin! )eneficiaries of the above-captioned estate on l'rYLb.;J ) 7' , 1994. Name V Address: Mrl. Robert G. Johnlon (Anno) 338 Westmont Drive collinqdalo, PA 19023-1022 Mr. Albert o. Mehrinq, In Trust Box 268 tor Valerie victoria Hehrinq Dillsburq, PA 17019 and Andrew Stephen Mehrinq Hr. Albert O. Mehrinq Box 268 Dillsburq, PA 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NON! Date:ZIJ./94 Signature: ~ Name: Terrenoe J. Kerw n Address: 27 North Front street Harrisburq, PA 17101 Telephone: (717) 238-4765 capacity: Personal Representative X Counsel for Personal -- --- Representative E. COMMQNWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND III I\lbert G... Mehring being duly. sworn . ~ccordlng to law, dopolel and lay. that he is i!:Xec\ltor Vena E. Mehring . .. 0/ the Elt.to 0/ ... ..0 _ .. .... 0" I-te 0' 100 Mt:. Allen Dri va, Mechanic5burg, C bid C D d d d h h " ., um er an ounty" a" eceale an t ~t t . within II an Inventory mado by him .._, tho 1~ld. Exec;:utQr o/the tnllro eltate o/Iald decedent, coollltlng 0' ~lIthe per.on~1 prop"rty and re.1 tllete, eKcopt re~1 eltete ouhlde the Commonweelth 0/ Penn.ylv~nl., and that the /Igurel opposite each Item 0/ tho Inventory reprelent It's /alr value as o/the date 0/ decedent'l death, vJt 1~ i'LL.._..____ and lubscrlbod be/ere me, e{J:;1bii~lj;;;1 --:~~:'I'i;:::'::';:,;;,:r'~~'~liJ:o._]PUB!l , .111,",J':ll.,",!'",t,"I'd( I , i \' {' ,', ! ii' 'I f '1" ,~ ,1 I,' " i. 1,1')' \ .......................-............ - ..--.. OJ.iMi;NL~O . Eucutor. - ~~ Albert G. Mehr g Box 268 Dil i sburg," PA I'iof9 Mire" DIY Fe.brua;-y lAo,th 1994 Date 0/ Death . 5.. Vu, INSTRUCTIONS I. An Inventory must be /lied within three months ~/ter appointment 0/ personal reprtlentatlve, 2. A "'pple/l1ent Inventory must bo /lied within thirty days 0/ discovery of additional allets, ). Addltlonalsheeh may be attached as to personalty or realty 4, See Arllcle IV, Fiduciaries Act 0/1 Q4Q, .1' o<ll III ~ t:rl . 'Z ,J w l:: ~ rfJ ~ ~ 'M ~ ~ w ~ :;l .. I>. U r<) 0 ~I .0 .. " 0 III 0\ W w III 0 ~ \ :t r:r: u ~ " .... I>. 1:1 .... E '::to t- ..J LL .... ~ 0- Z ..J .1i 0 .' c:l I>. a W LL ~ 1 0 ~ et: I>l III i: -~ > .t: c ~ Z 0 0 III U , III Z c:l Ql Q et: <{ ~I I: u ~ z I UI I>. '" C ~ I ... -;: 0 .. I .J> '" .... .. E ... .. 0 I' ~ " II: 0 ..J t) III '0' 9,:. .0> ~\i~ COMMOHW!,t,UH Of P!NNSYlVANIA OIPARTMINT m RIVINU! om, 1a0601 HARRIUU'l,'J, PA 11121.0601 A.M A , I ,AN MI INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) POR DATU 0' DlAnf ArIU 1~13'19' CHICltHIU IP A SI'OUIAL POYIRlY CIIDIT IS CLAIMID 0 PILI HUM..I RIV,IlOO!X+ 1I1..h ffi ~ I!! ~~.. o2~ ..Ill .. <C 1 l:J ... :d o z u ~ .1 :; I '11( YEAR o;({ COUNTY CODE M A NUMBER MEHRING I Vena E, I;' IUTY HUMIU 100 Mt. Allen Drive Mechanicsburg, PA 17055 c"", Cumberland o 3. R.malnuer R.lurn Ifar dalll of dealh p,'or 10 12.13.821 o 5, F.deral EllolI Tax R,'u,n R.quirod _ 8, TOlal Number 01 Safe D.po.II 80xII #162-36-7810 ~ 1. Original R.lurn o 4, Llmlltd E"al. [;~~~;~'H o 2, I~A~I/O~~/1893 Suppl.menlal R.lu,n o 4a, Fuluro Inl""1 Comproml.. Ifor dalt. of d.alh ah" 12-12.821 [J 6. Dec.denl DI.d To.lal. 0 7, Dec.denl Malnlaln.d a lI,'ng Trull IAllach copy of Will} IAllach copy of Trulll AU COIllllSI'ONDINCI AND CONPlDINTlAL. TAX' INPORMATlON SHOULD 81 DIRICTID TO. HAM M MA NO A TERRENCE J. KERWIN, ESQUIRE 27 North Front Street Harri(\burg, PA 17101 T l H N HUM' 238-4765 z o 3 ::l l: ~ OJ 1. R.al Ellalt {Schadul. AI ( 1) 2. Slack. and Bond. ISch.dul. 81 I 2} 3, Cia Illy Held Slock/Parlne"hlp Inllro"ISch.d,l. q I 31 4. Marlgagll and Naill R."I,obl. ISch.dul. 01 I 4) 5, Ca.h. Bank D.po.i1. & Mh"lIoneous Por,onal Prap'rlyl 51 (Schedul. EI 6. Jalnlly Owned Prop'rly lSch.dul. F) 7, Trantl". ISch.dul. G) ISch.dul. L) 8, T alai Grall AII.II II0lolllnll 1.7) 9, Funeral E'pen..., Admlnlll,allYl Co"I, Mhcolloneoul ( 9) Exp.n... ISch.d"l. HI 10, D.bl., Morlgag. Llobillll.., lI... ISch.dul. II 11. Talal D.ductlo", Ilolalllnll 9 & 10) 12. N.I Value af EllUl. IlIne 8 minus II no 111 13. Charllabl. and Gov.rnmenlal B.quIIII ISch.dul. JI 14, N.I Valu. Subj.ct la Tax [lIn. 12 mlnUllln. 13) 0(' 4,537.52 16) 171 4,537.52 2,426.85 I 8) 110} 2,426.85 2,110.67 1111 (12) (131 (14) 2,110.6'/ 126.64 (15) 2,110.67 ~ ,06" z o ~ ... ::l ~ o u ~ ... 15. Amount of Un. 14 taxabl, 01 6% role (Includ. valu., from Sch.dula K or Sch.dul. M,I 16, Amaun. of line 14 laxobl. al 15% rail (Includ. valulI from Sch.dul. K 0' Sch.dul. M,I 17, P,'nclpallox duo (Add lax from line 15 and from line 16.1 18. Crodlll Spousal Po,,~y Crodl. Prior Poymenll Dlscounl I + +-- - 19, If line 18 h groal.r Ihan Ii.. 17, .nllr Ih. dlff".nco an IIn. 19, Thh Itlh. OVERPAYMENT. me 20. If line 17 It groal" than lin. 18, .nllr th. dlff.r.nco on line 20, Thh Itlh. TAX DUE, .A. Enler Ine inlerest on Ih, balance due on line 20A. 120) (2MI . 120BI (16) ~ ,15 " 117) 126.64 Inter." $146.42 $ 19.78 1181 (191 CIll\tk "NC' if ypu (uo 1~(lu.e..liO(I u refund of your ovc'fluyml.nl. B, Enl" ,h. tala I of Iln. 20 and 20A on line 20B, Th!. h Ih. BALANCE DUE, Mak. Ch.ek Payabl. 101 R.gl.I., of Will" Ag.nl .... BE SURI TO AN~WIR ALL QUESTIONS ON REVIRSI 5101 AND TO RECHICK /Mnf.. Unde, Plnaltll' 01 periury, I d,claro Ihall hav.. oxami".d Ihl, return, including oc:omponying len.dul" and ,talem,nll, and 10 Ih, b.1I 01 my knowledge ard bell,f. II IS IrUI, correel and comple'e. I d.c!are Ihol all '. ~t" hOI bun reported ollrue market value, O.claralion of preparer olh,r Ihon Ih. plrlonal ,epr.'lnlolivl il haled on all information 01 which prepare' ha, any ... lodge. iiON,ijUii!ol PIRS(1N ",S'ONS18'''O' filING 'llURN .OORESS POS t Of f ice Box 268 OM! J'1PIL,,,t:1:7 Ibert G. Mehrin.g Dillsburg, PA 17019 1.o-du/y./'1a_ ;I~ "H R H R PI !N A IVI .oo,~sr-'2'TN. FrOii'CStrsF't Dill ~;1/.I". :';1'.y,:'.~.--,Terren& J. Kerwin Hal:risburg, PA 17101 -',.1/ (1'1 I . / L 11't'o1"':<\.I'''" '* SCHEDULE E CASH, BANK DEPOSITS AND MISCSLLANEOUS PERSONAL PROPSRTY CCI/oIMONWIAUH O~ ~'HNIYW'NIA IHH""AHCI rA~ InulH IUIDIHT DlCIDIHI MEHRING, Vena 2. (All -'" Io;nrl_.... with ,"" Rlchl .f S...I-.III. ...11 bo diM'..... .. SC......I. PI *1994-331 ITeM NUMBER DESCRIPTION VAWI AT OAT! OP DlAnt Account in the Mellon Bank, N.A., 10 South Market Square, Harrisburg, pennsylvania, Account #112-622-117 Accrued interest from a Trust established by the late Albert J. Meiring with the\Trust being established in the Mellon Bank, N.A., 10 Market Square, Harrisburg, Pennsylvania, Refund from Dauphin Deposit Bank and Trult Company Refund from Blue Croll/Blue Shield $ 2,534,56 1,404.92 .318.42 27~.60 I , '. ' TOTAL lAlla ~nter on line S. Recoollulollonl : S 4, 537 . 52 - ("'"OC" (lddlh()nal av,'1 IC 1\" In.." ,I ,"0" 'OOelll nlla.d.\ ", I Ii II d " I., ~: .I!I i I 1'1 IIII'Hl (1Ilil.11 I:onoll I'ho ll~lo (I'r. l:\~~lIl\:y":L\'1O (lll Y0t1111 lI11dt't (ho led Illwl1ll.1 LlIl;~llfl lllld, {!(lllllll.l.l111n, 1. 'lid .11Iv(~1l1: 1111'1 I.'(J I IIVIlt1I;' t.ho fll1110lpnl LhOl'o,oC,'nl1d 1H1~'llIlIl1lnl;f1(1 IIH!Ollln clllllll~1 Lhn pnl'l,.od or' tlto rpI'IUll;, n1ld'nJ I ',llu!(JII\('l Illplll )lf1 nlhln(1 1:(1,1.111\ prllw1l1n1 {lIlt.! 1)0001110 n p,,!"I:, Lhnronr 111ft! I nVfllll,(1{1 '1'1<1, l'fl Ll\vofll (lei III t.ho IHltnn Illc1l111nr. 1:' I.. Snit! 'l'I'tlnt;(w nhfllJ'hnvn hrood li(lwnrn 1\111.0 tl1l1'OlnllllOI' ,nf. Illill: IIHI IllvNtl.tnC'lIl'-11 nnd InllY ,lllvnnt nlld rn.Lllvant. tho 11l:11ll'J11~nl l:' I III P,lIl!t\ flf1tl\llll.lon /111 mllY hn I'l.'flpOr lll,d m1vlFwbln honl<1PH t.hunn d<lIdqllil!:ml,h\, JilW (pI' I:ntnl. pUr(lllflOfJ. l'i :iI Ii, \ r.w lIil,l(1 'l'nloI.Ofl .Lll 11utll()I..t?nd, IU1Wllvqt., L(l 111110do lllO .I. ~ , ;1, pr.lllll.l.pi11 "lid or .l.lHlolllo at 'nllY UII\O <.hll:.I.I1Q I.hn OPIlIIIlUllllC!(1 or loho tl'l'lllll\ rot.- nllY l1o\1onnHloo 'd()~1JII~1 wlLh t.ho YOI1(1l'o.l WfJl furo i)r l.ho nnld honoC.lalal'loo, UL' oit.hot oC thrun, Cor lI\oll!onl 1.11' honpltnl' I 1 I; \1. Ii UIUlI, OUl1ellt;.L~n or nmlllLnllilllen. I, (I., ^t LI1(J 1.11110' tho YOUll~ll')r of nnld b'l1lntl'.llltI'Y nhltJ.t 1.'(li\011 l:hn 11\10 01: twolIl:y-tW,c.1 (l2) ynnl'fi !'lIn ,111l't1ll1: flllilll I.lwn bo 1:(;~IHlll1nLml nlul lilY O)(O(JUtOl" or, 'Lrllnl\l~n, elfl tho 0",10 tIlny ho, ol1n,11 tholl pny tho t.l.lLnl lint nlll<.)tllll r.Ii: illl (undo Lll 'Id.n hnmla .ill oqun.l' ,ljluunn LO"Il\~' anllt ~Jralldoh.lJdl:olll lJl: 'tllo nlll:vLv(;1: or ,Lholn,' ~1I1~ tho ~1\1l1too <lll1oh/lr~od, I, I I i ,I I ;1 I III .. I~ , Ii , ,':" U~ " I r i " " 5, ,J ~,I.vo, dovlno ulld hoquonl:h all tho !:Ilnl" ImnicJl10 AIICI romnlmlol' uf my,aatalo, t:oni, pOl"1l011nJ nll~l In l'xmlj IncJullLllCJ lhtl !\.'ll.UI', ot.r.lL'k r.H: Rny dlvldolU1n at:lflJ.ny l.:.horornlll\ to mYOOUj Mbnl:t a. Hohr+"1l1 1',0. lIaK ~6U, /Jill.bUt'III I'OllnllylV/lllill 1701.7. In, f.hn ovont, hOWllVOl:, I1~Y nold Hem nhoulc1 ptndoc'onllO ,"0, lhnll 1 \Itvo, <lovillo '/lntl boqllMth /111 lilY pmpo.\y liD /If o lOlIlI i.ll 1;0 hill widow. " (I i ~ . ',Ie . . . 'IJ '. . " , . ,"I. . :r,7-, ':'"'-1,-.~., -1-~-":-~":"':-'~"":'-7"":'""~""7""'- .--'--r' 11'I'll\!"111TI,j!"I" 1".",.111 :.,' "t ',. ,,....,1:;7[: '1.1 """',lrd,~~l I/(!" 'IV""!). .',_,1,.. lIlL_" ,. I', -'I,'. I'li'."'.. '!'.',":!:I\I"!'itllill'h1::I!~',,'}II't'!~.!'lilirl'(\ :1' " \.11'.11'. ""\~Ii\"I)I, I'. ,I I, '1,,1,1 ,.,'. "~"!\I'I,k\\!I'I~"'?>I,,,1 liI\' ,. .' 1" . .' !' It'!' I f '1\1' .j '\' -'l~ I HI, /'" ' ,'~"",;~ql"" 1"i'11i'II"'<lf",lii':'., ", . , ,'" I . ' 1;- "II "," ", .' ..,-"I"n j..,I"/, ," ": ' ,'" >"1', ",' . -2- I, , .," /' / /' [,'--/53- / (I )K -..-" IL!-' ,) ().? RIV-1547 IX A~P (08-94*1 COHHONWEAlTH Of PEHHSYlVAHIA DfPARTHEHT Of REVENUE NOTICE OF INHERITANCE TAX RUREAU Of INDIVIDUal "'ES APPRAISEHENT, ALLOWANCE OR DISALLOWANCil ::mis~e~~~lpA 17111-0601 OF OEOUCTIONS AND ASSEmENT OF TAX DATE 11-28-94 ESTATE OF ME fIlU NG VENA' E =- FILl NO. '4-=-0331 DATI OF DEATH 02-05-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE RF.GISTER Of WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAVMENT TOI ACN 101 TERRENCE J KERWIN ESQ 27 N FRONT ST HBG PA 17101 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~ Anount Ronlttod ---- CUT ALONG THIS LINI .. RETAIN LOWER PORTION FOR YOUR RECORDS .... R 'EV: is'4"j. EiC"AFP" (0'8-'-94"1 - iiiii'" i or "oF - INti ER"i'i' Aiic E . TAX" AP PRA iSEHEiir; -A L l-oWAN"CE" iili - - - --.." - - - - - - -"- DISALLOWANCE OF DSDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MEHRING VENA E FILE NO. 21 94-0331 ACN 101 DATE 11-28"94 TAX RETURN WAS I I X I ACCEPTED AS FILED I I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL 1, Rool E.toto ISohodulo A I 2. Stock. ond Bond. (Schodulo BI 3. Clo.oly Hold Stock/Portnor.hlp Intoro.t ISohodulo CI 4. Hortgogo./Notoo Rooolvoblo (Schodulo DI S. Co.h/Bonk Dopo,lt./HI.o. Por.onol Proporty ISohodulo E) 6, Jointly Ownod Proporty ISohodulo FI 7, Tron.for. ISchodulo G) B. Totol A..oh III 121 Il) 141 m_ 161 171 .00 ,00 .00 ,00 4,537,52 ,00 ,00 (8) (1,5~7.S2 APPROVED DEDUCTIONS AND EXEMPTIONS I 2,426,85 9, Funorol Expon...lAdn. Co.h/Hho. F.xpon... ISohodulo H) (9l 10, DObh/Hortgogo UobllHI../Lhn. (Schodulo II 1101 .00 11, Totol DoduoHon. 1111 12, Not Voluo of Tox Roturn 1121 13. Chorltoblo/Govorn.ontol Bo.uo.t. (Schodulo JI (13) 14, Not Voluo of E.toto Subjoot to Tox (14) NOTEI 11' an aue..ment was iuued previously, linns 14, 15 and/or 16, 17 and 18 will ra1'leot 1'igures that inolude the tDtal 01' ~ rBturns as.es.ed to date. .ASSESSMENT OF TAX I IS, Anount of L1no 14 ot Spou.ol roto 115 I 16. Anount of Llno 14 toxoblo ot Llnool/Clo.. A roto (161 17. Anount of Llno 14 toxoblo ot Collotorol/Clo.. B roto 1171 IB, Prlnclpol Tox Duo TAX CREDITS I PAYHENT DATE 07-25-94 ? ,(,,;:' A~ 2,110,67 .00 2,110,67 .00 K'OO, 2,110.67 K' 06, . 00 K . IS, (181 ,00 126.64 .00 126.64 RECEIPT NUHBER MM886337 DISCOUNT INTEREST I') I-I ,00 AHOUNT PAID 146.42 TOTAL TAX CREDIT BALANCE OF TAX DUI INTEREST TOTAL DUE 146.42 19.78CR ,00 19,78CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) '1' .! , ',I(.J RESERVATION I E,t,t,. of dlCldlnt. d~lng on or blfor. Dlc..b.r 12, 1982 .. If ftn~ future Inter..t In thl I.tate I, trant4.rrtd tn po.....lon or .nJov..nt to CI,.. a (col1at,ral) blneflclarA,. of thl dlcedlnt after thl .~pJr.tlon of any ..tat. far Uflor for yur., thl COllonw..lth herebY Ixpr...h r...rv.. tht right to appral.. and ....It tran".r Inh,rltlncl Tax.. It tht llwful CI... 8 (ool1n\lr.1) rat'-on any .ueh future tnterut. PIIllPOSE OF NOTICE I To fulfill tht requlr...nt. 0' Slot Ion 2140 of the Inherltanc. and Eltat, Tax Aet, Act 22 of 1991. 72 P.S. Slotlon 2140. PAI"ENT, O.tach tht top portion of thl, Notlol and lubelt with your ply..nt to the Rlgl.t,r of Will. printed on the rev.r.. .Idl. ..Hake chick or lonlY ord,r payable tOI REGISTER OF MILLS, ADENT All paylltnh r,cllvld .hall flr.t b, appll.d to any Inhrett which uy be due with any rllalnder appll.d to thl tax, REFUND (CRll A r.fund of a tax tr.dlt, which Wit not r'quutld on the TalC R.turn, Ilay bo requltttd by coeplttlng an nA~~lIcaUon fer Rlfund of P.nntyl~anJa Inherltanct and E.tate TalC" (REV.l!l!), ApplJcatJ~nt art a~aJlobl. at the Offle. of tht R.ghter of Wills, any of the 23 R'~enu. DlstrJet OffiCII, or by eaUlng the tPuclal 24..hour anlw.rlng urvJel nu.bu. for forlll ord.rJngl In P.nnsYlvanla 1.800-36Z-20S0, outsldo P.nntyl~af\h and within local Harrltburg ar.a (717) 767-809'1, TOO' 017> n2-ZZS2 (t11l!"lng I.palr.d Only). OBJECTIONS I Any party In Jnter..t not .atl.fl.d with tht appral....nt, allowanel or dltallowance of d.duotlon., ur a.......nt of talC (Inoludlng dl.count or lnt.r..t) a. ~hown on thl. Notlcl ~u.t obJlot within sixty (60) day. of r,cllpt of thlt Notlcl bYI AO"IN IITRATlIIE CORRECTIONS I uwrltt.n protttt to the PA Olp"rt..", ~f R.vlnu., Board of ApPlals, OEPT. 281021, tlarrhburo, PA 17128-1021, OR --Il.otlon to have the tattlr dttlr.lnod at audit of the account of tho Plr.onal r.pre..ntatlv., OR ..apPlal to tho Orphans- Court. .0ISCOUllT, Flatu.! error. dl.ooYlrld on thl. a'.lus'lnt .hould bt addro"ld In writing tOI PA n.part.tnt of RIy.nuI, Buruu of Individual TaIClt, ATTNI Po.t A.......nt Rlvl.w Unit, Of.PT. 280601, Itarrhburg, PA 17126-0601 Phone (717) 787-6505. S.. page 3 nf the bookitt "In.truoUon. for Inh.rltancl TalC Return for a Rllltl.nt D,cld.nt" (REY.ISOl) for an eICplanatJon of ad.lnJ.tratl~.ly o~rr.otabl. .rror.. If any talC duo I, paid Within thrll (3) oalenaar ..onth. after the d.eod.nt'. doath, a fly. plrclnt ISX) dl.count of th, tax paid J. allow.d, INTEREST, Int,r..t J. ehargld b.glnnlng with flr.t day of dlllnqulnoy, or nlnu (9) .onth. Bnd onl (1) day frol the dati of d..th, to th, dah of paYI.nt, TaICII which bleall. d.Unqulnt btlorl Januftry 1, 19&2 bur Inter..t at the ratl of .1IC (6%) Plrc.nt p.r annu. 011eulatld dt a dally ratl of ,000164, All taICo. whloh blea.. d.llnqulnt on and aftlr January 1, 1962 will blar intlr..t at a rat. whJeh will vary froll oallndar Ylar to oftllndar y.ar with that rat, announcld by tht PA DIPartlunt of R'Y.nu~, Th' applioabll Intora.t ratl' far 19&2 through 1994 arll '!!!! Int.rllt Rftt, Dally Intlr.st Faotor l!!r Intlrut Ratt DailY Intlr..t Faotor 1911 20% ,000541 1986 10% ,000174 1911 16X ,000431 19&7 9% ,0002',1 1914 llX ,000301 1'11-1991 11% ,000101 1915 IlX ,000156 19'1 9% ,000147 1993.1994 n ,0001'1 .~Intlr..t J. oalculatld a. fol1owlI INTEREST . SA LANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Hotlo' I,.uld aft.r thl talC b.ooa.. dlllnqulnt will r.fl.ot an Int.r..t oaloulatlon to flftl.n (15) day. b.yond thl date of thl ...u....nt. If pay..,nt I. aad. after thl Intlr..t ooaputatlon date .hown an the Hotle., additional Int.r..t IU.t b. caloulatld. .. KERWIN AND KERWIN ATTORNEYS AT LAW OOVHRNORS' ROW II NORTII FRONT STRHHT ItARRISAURO, PHNNSYlVANIA 11101 E, MAIN S1l\HHT . RROI BOX 166 ElIlABETlIVlllB, PBNNSYLVANIA \lOp.9161 1111) US-H61 , PAX 17111118.8Hl Plt.u. R,ply To; o IlARRISBURO omeB ri!l ElllABETlIVlllE OffiCE 11111 161.11lS '11111896-9089 PAX(111)J6HH9 July 19, 1994 Register of Wills of Cumberland County Cumberland County Courthouse Hanover & High Streets Carlisle, PA 17013 ReI The Estate of Vena E. Mehring #1994 . 331 Dear Sir or Madame: ". M^IN SlllEUl LYKENS, fA 1104' 11111411,1411 III UNION SlllEhT MILU!llS8lJRO, fA 11061 1111169,.110 PATRICK E, KERWIN 1191"'9171 OI\IOORY M, KERWIN 11!RRENCB), KEl\WIN JOSEPII O. j(HRWIN 1I0LLY McCLURE KHRWIN " " Please find enclosed herewith a check in the amount of $146.42 which I would like to make a payment on account with respect to the above-captioned estate. For your convenience in returning a receipt to me, I have enclosed a self-addressed, stamped envelope. Thank you for your kind attention. Very truly yours, ~A~ ~~,,_t '1'ERRENCE V KERWIN . . .. TJK/pak Enc:tosure , '" 1"" 0(') ~;! i" , , \r'~ . :11 .I)'l;.' .' !I , , I I,) :;--, " {jl , , ,1.,',.",. .L, " , I, " , "