HomeMy WebLinkAbout94-00415
\\'1
1" .,/,"""
,,\" ",,1[', ,."," "l;' I"
" .1' ':' lilt!" .
, ",.::";;:!/::":,,,,,,.,.:'
I' 'l "f h,t
'.. ,I
.;',!
.:C
.1.
'1'
I.' I
" 'i,
,.
\!1.,::
, .
'u
,',
i",
1""
I ..I:':',".,"':' ;,'
, \ h~[;',' ; , '
,. ., " \, .' ~
"..,'1,'
I: t' \'
'. I ~ :;',:' !,.!"
i:
....:!,' ':
,','/
.-,d.'
1.,,'l"i:
, { ~ " "
,/:,,1
, .
.,.'
I.
"
.,
',.,'
".:'j'{
"
It'l'
"
. .'
,.
,,'1
,
,
,.
,"
,I' '.:'
i
I;"
,
,
"
,..
,.
, 'II
'I
,
,
,;, i:\:' \.
'1'" j'
,
'.,'
II
.JI'i,
1'.:',,;:,1'
.1
"
',I'
\:'
I (i"
',I..!,I
,,''''
, "~'
,'I'!.,
-.:\,
..
..
~ , \ '
\ 1/,
. ~,,' j'
'1""1',',,
,,,.,' '
';.
.,
,
,
.'
, ,
," ,!
',: ~/'I(\\
;, 'Ii
,:I':~:;!:'!'. ,:'i) ',:,.:'"
,I
"'.1'
f'.i'r'
. I:':' , ~
.,",
). >
,jj
"J I
"
^.
:"
'/
- '"
.'
.r,
.,1/'
I'
-,'"
,"\
""\"
'.
,
'"
,.
i.
,I'll
,1'1:,
!\.
I'"~
. "
".
"
"
,
..'
,';1'11"
r,'-
'.
" h
,.
'"
'/ "
,
I'
J, ~ (
".
,IJ',
.'.
, ~.
\\:::
.,
.,'
."
"I ',I
. .
.
',.';
,
.,
,,'
".
'fl/,'('
,
I:' I
, ,.
,. .
. , '
."
,"
,i
'I
,
"""
',:
'"
1'1
,.
"jl
'/,
'.
:d~:'
..
I'
I"~.
I"~ ,
, ,1\'\,.:
" '
,." ,
",.' I'
, /(',
II i i ~ i :1 I: . ' ~, '
.. .'f
'\'/(~;: ,"!
..
I
,< ,"').;\",-
'-:/ ~,,\~;, ,l' ,.. ,,,.,""
I' t. ',,' ~ ~
.1'
, " ' ).' ~
l""!
;'j"
',J.\
. ~. ; . '
: " I, , 1.' ",:, ~ I
,.,j
I::'
",,'
" ',L
_ ~i ,': "
" '"
l. \!"
.1
'j"
"
",.t
, ..
:\I'.JI
',:::,/)':l'"
',', >0'
i'l:
':1' \!':.',
"."/.
:;,:1,1
, ,I"
"!( ,
,
'"
, ,l!,
\i,;-,'"
~ 1 .'.
I
., '
i, 'I
, < ~'f J ,,' i
II'
"fl' " \
"J:
'j,!-
.,
'''\
'.'
:,I(
"
I"': "'/:: ~
: ~:, ":1 '.~ ' I '
,.,'
,','
, ',~: '
"
I,
I'
,
,:
,::,
."
"
."
'I
'I
"
II.
.1'
\
.,-
',.'
,.
I' '"
"
,'n
!'
,P,.':'
1\ "
...J
, . J ~. , 'J..1
.,. ~ . (,~' ,~' ': .'
'i:"
,0',
!il'l
'I: \,
I,'t,'" .1
I,
',~"; I
..'
,.
",I
"
'{'\i.,,\
..,i I
,',1,,'
','
,;\'"
II ,'.
'.,. ,':J'\
"
.'
"I"
,;,1,
''1'::'
\ '('.
'. '
. .,
II
,'1"
:1,
,I, "
" ,
,.,
"
Ii
" "f
'....,,1
',"
,I
:','.
. . ~ 1
,',',
':"1., ;
.'
I'
."
"
., , " i'.: ~
,'1,
'"
.;}...:,."....
>V',';"
..'-
'.
.J:
I,i, 1\
,
j'"
i':
,
,II
, '
I" :
"1".<1
.,
,.-
"
,
" ,!
I "l(
,.'
"
"
"I,
:!."
I,
,,'I
",,'
'..'':,
, ..'
'<1,...1"",;.
., L
.'
,
"
"
, j;',
"" I' ,:1
..'".!\':
:,,:,)((
"
""I
'1
Ii'
','
.'" ' .1',
'!i{(\
",>"'
i 'j
",'
'.'1>'
"I'
".
.1
u'
,
I"
'to
L'.~llate of GEORGE A~_J\OSEN!l.'~~~______..__
aim kllowlI as ___._____________.___
PETITION F'OR PROBATE and CiRANT OF IJETTERS
1./1 S
No,____ "1-9/,
To:
-__._____ Regisler of Wills for thc
-. -____. Deceased, Counly of j;UHBERLANO _ In the
Social Security No.. 18()-0~-8555 _________.__ Commonwelllth of Pennsylvania
The pClitlon of the undersigned respeelfully represenls Ihllt:
Your pelitloner(s), who is/lire IH yellrs of IIge or older IInlhe execUI OR
Inlhe IlIst will of the IIbove decedent, dllted .___Qf>.~J)_1..
ilIJit(ll/l;WlI~~ ______________.____.____._.___.
named
,19..2.l.._
--_._-_.._---~---------.
hllllc relevant drl'lllll\IUtlCC\, c,~. rClILllh.:IIIIIOI1, d..'illh of C'<Ci:lIlor. cIC,)
-,...- C I / (
. I' I ~ 'e.. <. """"
Dcccndenl WIIS domiciled III delllh In I.t.. __. l_.___ County, I'cnnsylvanla. with
IL.iL_last family or principlIl residencc al..l!L'L5.u_ru.ll1L lIol101L!\Qllli.. Shippensbllrg.
PennllY l.Yilll in..lZZ5-L.._ SO.JltllllllljJJ; on Towns Illn___n__
(lIsl 'itreel, number llIullllundpalllY)
Deecndenl, Ihen..JI_~___ yeurs of ngc, died .__ FCE.~lI11ry_J..!...__ , 19 9iI
at Chambersburg_lli>.'!1'_itD.l-,-5;hllmberHb~&.~lll~'l.)'lvnnill ,
Exeepl as folloll's, decedent did notmllrry, WIIS nol divorced IInd did not have a child born or adopted
afler execulion of the will offered for probllte; IVIIS notlhe viclim of a killing and was nevcr adjudicated
ineompelent: __.
Decendenllll death owned property wilh eSlimllled values liS follows:
(If domiciled In I'll,) All personlll property
(If not domicllcd In I'll,) I'ersonlll property in Pennsylvania
(If not domiciled In I'll,) Personal property In County
Value of renl eslate in I'cnnsylvanill
situated liS follows:
261.000.00
$
$
$
$
-----------.---
WHEREFORE, petitioner(s) respeelfullr request(s) Ihe probate of the last will and eodlcll(s)
presented herewith and the grant of lellers. ['estamclltnry
(ll'SIUlIlclIlnry; ndll1lnhlrnlloll c.t.a.i ndmlfllstratlon d.b.n.c.l.a.)
theron.
.
11
B
'0_
.~ .
~l
'0."
~i1
....
ll'~
~ 0
!
Iii
- ~L~ ~d-~
Edward L. Ros nberry
885 WORt Old York Road
_ CarliHle. PA 170)3
./
OA TH OF' PI<:RSONAL REPRESENTATIVE
COMMONW"~A(,TH m' J>ENNSYLV ANIA }. 88
COUNTY (W CUHIlERLANll
---
The pelitioner(s) nbove-uumed swenr(s) 01' nffirm(s) thllllhe stntements In the foregoing petition arc
true aud correel 10 Ihe besl of the knowledge nud belief of petilioner(s) and that as personal represen-
llltive(s) of the above decedenl pelitloner(s) will wellnnd Iruly ndmil . er the eslate according to law.
Sworn to or affirmed nnd subscribed j __~fL!!:r&i: ' ~
before me this 07'1-- ---- ?1 S,T _ dllY of ___uEllWA1Ul..1.... I I ~
:Jli:-8eBJtyi- J ~'------.- - !I~-Jl 9J;_ ( . (;-;r.l- ,-- g
I.J-;J-.:.'s./: .Lf.U'.L-' t~ I ( . . - :/dC I '!+~~H ~
,MARY C. LEWIS /lI'I)I.I/I'r (Lt!u----- ~
/1../_)/,(/_/(1
"
~
in addition to those vested in them by law and by other provisions
of my will applicable to all property whether principal or income,
inoluding property held for minors, exercisable without Court
approval, and effective until actual distribution of all property:
A. To retain any and all of the assets of my estate, real
or personal, without regard to any principle of
diversification of risk.
B. To invest in all forms of property including stock,
common trust funds and mortgage investment funds without
restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any
principle of diversificntion of risk.
C. To sell at public or private sale, to exchange or to
lease for any period of time any real or personal
property and to give options for sales, exchanges or
leases, for such prices and upon such terms or conditions
as they deem proper.
D. To allocate receipts and expenses to principal or income
or partly to each as they from time to time think proper.
E. To compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
G. To hold property in their names without designation of
any fiduciary oapacity or in the name of a nominee or
unregistered.
Page 3
"
.
I
~
'.
"
subscribed, sworn to and acknowlodged
before me by the above-named testator
and sUbsoribBd and swarn to before me
.by the abJove-named witnesses this .!/-..tA..,
,day of _(,/,1'\ 0(' , 19 9/ .
().d b_. J'J( , ' r... ~ ~
. Notar~
'NoiiiiiiAi,'siIAL
VElDA M. srASt, Nil/MY Publlr.
Shll'f1~.,aLurH Ilow, Curnhrrlllnd Co,/ rat
_~tx~'~',r}~I~!~:;~n ['piTt.!, A,,,1I1 (I, 19'94
..,-.... ~ .-, -.~..
"I
.....,j....
..
'.
,i'
I'
,.
fli
"'j'
'f-,l
,. j.
,.
,I
.'/
,:
,
'.
,
'I .,\i.
"
I'
(,',
"
"
I.
"
,"
"
I,'
-,I', I
"j,
"
,. ..
,. ;/1 I;"
, ,
..
.,
,
,
. ,
,i
, 1
, , ,
, ,." ,
,J;'
'"
,-
<<'l,il
..
.
I..,
,lj
.,
'i
,
,.
I. ,I ~
I
".
"
"
(,
, "i
\,
"~I
,\1
'Ii,
,.
"
".,.
":'
I' \;
I'
{'
'1,\,.,,'1
,.
.1
,.
1,1'
,
;.,,1:,
"\,,"
t.
,.
",,!
,
, . ,
Ii
,.
" ,.
, Ii' '1 ,
, ,,,
.1
"
". ,
" , , , "
j',
j't.,
p~ge 6.'
"
"
i"l,
,
(' :1' io,:
,l
,.
,.
;',:1'
,.
,.
"
,t'1
.,
.'
I ~ '
,
".
i:
lj,
"
n
,.
."
, '
. ,
,II ,
,.
,
Iii'
"
,\ ,.
", "
, I!,
, ,
,.
"
". t
1.""",11"
"
,.
"
1.1'
I'."
,.
.'
(,'
"
,.
"
'i
.,
,.
i'
"
.,.
,.'
, "
"
I'
'.
,.
'.'(
'. ,. , "
" , ,
,
" "
,. ..'
,
,.
.I:
l. ,. , ,
I
,
..
,
, ,
, ,
, ,.
"
"
"~:
"
,.
,j',
i'l'
,
,
I'.,
iil.
"
,
I'
,
"'0
,
"
"
,i
"
I;
Inventory of the real and personal estate of
George~oaenberry
_. deceased
Real Estate -
385 Strohm Road
Shippensburg, PA 17257
South Hampton Township
Deed Book "J", Volume 22. Page 968
IN TRUST for Edward L. Rosenberry - Nephew - Appraised Value. . ., ·
2.
3.
Cash on Hand. . . . .
. . I . , . . . . . , . . . . . . . I . t . . I , . .
4.
1985 Dodge Ram Pickup Truck, VIN IB7FD14H4FS641007 - Appraiaed Value. . . .
Bands (SEE ATTACHED) - Jointly held - $112.343.04
Held in decedent'~ name alone ., 78.28
$112,421.32. . . . .
5. Orrstown Bank - All accounts in decedent's name alone.
Checking Account 118-00422 opened 01-04-83. Date of Death Value ..
CD 01-046588-C opened 09-03-91. Date of Death Value.
CD 01-047014-C opened 12-30-91. Date of Death Value.
CD III-048223-C opened 05-11-93. Date of Desth Value.
CD 01-048233-C opened 06-28-93. Date of Death Value.
CD 01-048248-C opened 06-03-93. Date of Death Value.
CD III-048474-C opened 08-05-93. Date of Death Value. . . ... .
CD 01-048490-C opened 09-03-93. Date of Death Value. . . . . .
PNC Bank (Formerly United Federal Bank) - All accounts in decedent's name
alone.
CD 117164000241 opened 09-30-93. Date of Death Value. .
CD 07160000024 opened 12-30-93. Dato of Death Value. . . . .
1989 Oldsmobile, VIN IG3AM51N6KG357449 - Appraised Value.
. .
. .
6.
. .
. .
7.
, .
8. Dauphin Deposit Bank - All accuunts in decedent'n name alone.
CD #8000430576 opened 11-30-87. Date of Death Value.
CD 08000431858 opened 11-01-89, Date of Death Value. . .
CD 08000431882 opeued 12-01-89. Date of Death Value.
CD 08000431998 opened 03-07-90, Date of Death Value.
CD 08000432110 opened 04-09-90. Date of Death Value. . .
CD 08000432145 opened 05-20-90. Date of Death Value.
CD 08000432587 opened 10-09-90. Date of Death Value.
CD 08000434083 opened 09-03-91. Date of Death Value. ..
CD #8000437805 opened 07-06-90. Date of Death Value. ..
CD #8000439476 opened 08-05-86. Date of Death Value. .. ..
Checking Account #0097478113 opened 01-28-90. Date of Death Balance. . .
CD #8100150885 opened 11-29-93. Date of Denth Value. . . . . . . . .
Mellon Bank -
Money Market Checking Account #410-070314 in decedent's name alone.
Date of Death Balance . , . . . . . . . . . . . . . . . . , . . I I .
CD #41-A51260C opened 12-06-90 IN TRUST - Edward L. Roeenberry Trustee
(Nephew) for George A. Rosenberry Trust. Date of Death Value. . . . .
CD #41-A51258C opened 07-03-90 IN TRUST - Edward L. Roeenberry Trustee
(Nephew) for George A. Rosenberry Trust. Date of P3ath Value .
Personal Property - Appraised Value . . . , , . . . . t . It. . . . . I .
Unsecured Loan - $16,000.00 to Edward L. Rosenberry, nephew to the
decedent, and Linda Rosenberry, niece-in-Iaw. . .
United Telphone - Refund, . .
1993 Federal Tax Refund . . ,
. .
. . .
. . . .
. .
. . . . ,
. . . . .
. , , . .
. . I .
I . . .
9.
10.
11.
. .
12.
13.
. .
. .
. .
E-
39,500 00
1,623 09
5,700 00
. .
112.421 32
33,223 27
10.167 82
1.500 00
4,044 84
5,033 19
5,042 73
3,063 45
1,,069 86
. .
2,029 03
2,511 20
6,000 00
2,015 60
3,038 56
2.522 19
3,052 91
3,040 07
3,026 61
2,025 34
6,169 38
3,024 26
2,002 30
4,384 74
3,026 20
26,110 61
7,026 19
5,504 04
1,870 00
16,000 00
4 72
257 00
330,030 52
. .
. .
. .
. .
. .
..
"
C:OMMONWIALTH 011 PENNSYLVANIA
COUNTY 011 CUMIIRLAND
}
III
Edward L. .Rosenberry
b.ln9 duly sworn .ccordln9 to I.w, d.poI.. .nd "YI th.t h. _J,s tho executor
of the est.t. of George A. Rosenberry
1.1. of ~Q..uj:.lt_H_eJ!lp.tQ!l_ '!QWJl!!lt~p___.. ___ ._. , Cumb.rlond County. P.., d.o.lI.d and thlt the
wllhln II An Inv.ntory m.de by Edward L. Rosenberr ._ ______, the ..Id executor
01 the .ntlre IIt.t. 01 ..Id d.cedent, conllltln9 01 .11 the penon.1 prop'.rty .nd rill ..t.t., exo.pt rill ....I. outlld.
th. Commonwlllth 01 Pennlylv.nl., .nd Ihal the figural oppolll. uoh It.m 01 the Inv.ntory repre,.nt It'l f.lr v.lu.
II of the d.t. of d.cedent's dlllh.
1994_
o
_-.22.w~L~\(~.J r-Rr
Edward L. Ropenberry; Executor
Sworn
end lublcrlbed before me,
885 West Old York Roed
Carlisle, PA 1703
Add,...
Dat. of Ollth
11
Doy
02
Month
94
v..,
INSTRUCTIONS
I. An Inv.nlory mUlt b. flied within thrll monthl .fler .ppolnlm.nt of perlon.1 r.pre..n..tlv..
2. A luppl.m.nt Invenlory mUlt be flied within thlrly deYI of dllcovery of .ddltlonal lI..tI.
3. Addltlon.1 shu" mey b. .ttoched 01 to person.lly or rlllly
4. S.. Artlcl. IV, Flduclarlll Acl of 1949.
a :a H ~
~ i H
~ I!! H
" . 5
~ ffi I-l .. ...
~ g ..
It\ I'l u . ~ ~ ~
.... ~ IU ~ l/l 0 ~ I
-:t iE lil ... .
I A- ~ U. . ~ j i
-:t 0 ! :.
0\ u. .
I UJ 0 ~ ~ <II t-
.. ~ ..
N o Q Iol .cl c <II H
t.:l ... ~
- ffi ~ Ill: :l cj ~ .
:! III 0 ~ ~
A- u> "0 U
t.:l c ~
... ~ :2
0 .ll
.. e .0 ...
... . 8
j 0 it III
,.
.
v,
'..
GEORGE A. ROSENBERRY ESTATE
485 U.S. SERIES E and U.S. SERIES EE BONDS
FACE VALUE:
Taxable 1/2 Interest (50%)
5224,686.08
Edward L. Rosenbeny . nephew ' $34,444.58
Emily C. Rosenbeny grandniece 1,104.28
Christina M. Rosenbeny grandniece 1,138.86
Carollne S. Rosenbeny grandniece 1,139.64
Elizabeth C. Rosenbeny grandniece . 1,453.34
Paul W. Shughart half brother 258.38
" Daniel Rosenbeny grandnephew 1,449.88
Godfrey Deutsch friend 181.68
Matthew Behl grandnephew ' . 951.56
Harry K. Rosenbeny halfbrother 13,156.86
Donna Rosenbeny Behl niece 21,015.26
Dorothy M, Rosenbeny Eldel' sister-in-law 36,048,72
, $112,343.04
. ,
.'
,.
.'
,.
"
{
"
,.'
"
,
,
,
,.
"',
'"
d,
,.
GEORGE A. ROSENBERRY ESTATE
"
,.
BONDS IN DECEDENT'S NAME ALONE
1 ,U.S. SERrES EE BOND
,
I'
; \ i" \, \ ~
Ii
1'1.
',\"
.,'
Ii 1'"
'\ ,'I
"
H.
"
".
,
"01
."'1',;
"
,.
.Ii" ,;,ii
'"
'I"
I,,"
;', I'
,.'
,.
,,'
i'.,
.,
~' i
1"
,
,
"
"
,
, .'
. , Ii
,
,. "
Face Val.1ul
5100.00
, '
,.
'j"
I..
Ij'
,.
,
,.
, ,
''Ii ,. \'
.,
. '"I
, ,
,.
,. ,.
T I.
"
'i.
'"
,.
~
$78.28
"
Ii
"
"
'.
,.
"
,.
I'"
..
',.
\1"
"
I;.
,
,. ".
i.
" 1',
. .' "
,.
,.
,.
,.
',.
J',
, ",P'
", ,
.1' , ,.
"
"
,','!
.'
j, ,i
"I
"
,.
"
'I
.'
.1
i'.'
j;
"
;.:
,.
,,' "
"
"I'
,I',
"
,.
;"0
"
."
"',,41
f
"
,.
(Y
CERTIFICATION OF NOTICE UNDER RULE. 5.6.( all
,r, "",
Name of Decedent I Geor e A. Ibsenlxlrr
Date of Deathl 02-11-94 ell'
Will No. Admin. No. 21-94 '1/~
To the Registerl
I certify that notice of beneficial interest/required by
Rule 5.6(al of the Orphans' Court Hules was serve12r\ or mailed to
the following beneficiaries of the above-captionerestate on
Name I Address I
See Attached List
NQtice has now been given to all persons entitled thereto under
.Ruie 5.6(a) except
Datel~)7, (Cic.1
Name Marcus. McKnight, III, Eaquire_
Address 60 ~st Pomfret Street
carlisle, PA 17013
0"
,
Telephone (7171 249-2353
CapacitYI Personal Representative
XX Counsel for personal
representative
U'lj
..,.' ,.
4, \.) : l~
( ,
II.
J
, ,.
'-'ll'
[I:
(II
J
J i.
,. :1
()()
C-
'OA DA'II O' DIA'H AnlA 12/~1191 CHICK HIli
" A .'OUSAL
.~OV"TY CUD" IS .CLAIMID 0
PILI HUM"A
!
~
I:l
I L( _,~I/J 1 - (()
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
O(PARb~~~Wt~\V'HU( WITH REGISTER OF WILLS) 21
HA,.,UURO. PA 1111"'1601 COUNTY CODE
(HI'S NAME (IAS1, ;lIif;'iRo"M'ooi, IHIlIAII .. . . jDE;!;~N'~~~:~~!~~O:~SS
~~f~fc~;'~~rr~l\GE ^-l' AffOTfiWH--jOAffOHIRIH----- Shippensburg, PA 17257
180-03-8555 02:.11-91, _ 07-26-07 ~~~I1-Cumberland
IKJ 1. Original Rolurn 0 2. Supplomonlol Rolu,n 0 3, Romolndor Rolurn
(for dol.. 0' doa;h prior 10 12.13.82)
o 5. 'odorol E1tot. 10K
Rolurn lloqulrod
_ 8, 1'0101 Number of Sofo Dopolll BOK"
Rfl.ll00 'K. 111,91)
1. Rool Eololo ISchodulo A) ( 11,
2, Stocks and BondI ISchodulo B) I 2)
3, ClolOly Hold Slock/Portnorlhlp InlOroll ISchodulo C) (3)
4, MorlgagOl and NolOl Roc.lvoblo ISchodulo D) ( 41
5. Co.h, Bank Dopo.lI. & MI"ollonoou. Porsonol Properly I 5)
(Schodulo EI
6. Jointly Ownod Proporly (Schodulo FI ( 6)
7, Tronlfo" (Schodulo GllSchodulo l) I 7)
8, T 0101 Grall AlIol. (lolollinOl 1.71
9, Funorol EKpOOlO., Admlnlllrotlvo COllI, Mhcollonoolll I 9)
EKponl1l (Schodulo H)
10. Dob", Mortgog. lIoblllll.., lion I (Schodulo I) (l01
11. T 0101 Doductlon. IlololllnOl 9 & 101
12, NOI Voluo 01 Ellolo llin. 8 minu.lino 11)
13, Chorlloblo and Governmonlol 80quolll15chodulo J)
14, Nol Voluo Subjoctto TOK (Ii no 12 mlnullino 13)
15, Amounl a' lino 14 10Kobl0 al 6% rolo
(Includo voluOl from Schodulo K or Schodulo M,)
16. Amounl af Ilno 14 10Kablo 01 15% 'alo
(Includo valuol from Schodulo K or Schodulo M,)
17, PrlncipaltaK duo (Add 10. from lino15 and from lino 16.)
18, Crodil. Spoulal Poverty Crodit Prior Paymonlt
+ +
19, If lino 1B II groalor than IIno 17, onlo, Iho difforonco on lino 19, Thill' tho OVERPAYMENT.
miD
20, If IIno 17 h groaler Ihan lino 18, .nlor tho differonco on lino 20, Th!. 1,Iho TAX DUE,
A. Entor tho Inleroll on tho balanco duo on IIno 20A,
B. EnlDr tho tala I a' lino 20 and 20A on IIno 208, Thh 1,Iho BALANCE DUE,
Make Chock 'ayabl. la, Rogl.'er of Will., Agont
.. .. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHilCK MATH.. .
Und.r Plnaltl., of perjury, I dlclar. Ihall hav. .Jl;amln.d thll r.lurn, Including accompanying Iche'dulll and Ilol.m.nh, and 10 the b"t of my knuwJ.dg. and b.ll.f,
It h tru., corr.ct and compl.t.. I d.c1are that all r.al 01101. hOI blln r'por1.d ollru. mark., volu.. Declaration of pr'par.r olh.r than tt.. p.rfOnal r.pr...ntatlv.l.
balld on al/lnformatlon of whIch pr.par.r hOI any krlowl.dge.
1I0HATU::~;~~l;]OH . f 'OR "IIHO iTIimH AOORIIS . DATI
~/J n I'
'j-;L~~ , "~....0-'-'-.::=. 885 West Old York Ron!!... Carlisle , PA 17013 05-11-94
l1fumfr mffmilirnr'-fiVf./ -;\i5lims OAT!
60 We~t Pomfret Street. Carlisle. PA 17013 05-11-94
~
~~g
52..
tD
c
~I
z
o
3
!
z
o
~
S
~
~
94
YEAR
415
NUMBER
o 4.
fKl6.
LJ 40, Fuluro InlorOlI Comp,omllO
(for dalll 0' doal" a~" 12.12.82)
D.codonl Dlod Tlllolo 0 7, DICodonl Malntalnod a living T,ull
(Allach copy of Willi (^"ac~ 10Py af Tru'll
ALL CORRESPONDINCE AND CONFIDENTIAL TAX INFORMATION SIIOULD BE DIRECTED TO,
J..M . MPITff MAllINO ADDRE$S
llmltod E,lalo
Irwin, Irwin [, McKnight
I P HUMID .
60 West Pomfret Street
Carlisle, PA 17013
nn
,
"
.Lll1 )
249-2353
39.500.00___
78, 28
178.109.20
112,343.04
'.;,
( 8)
330.030.52
23.375.79
659.87
(11)
(12)
(13)
(14)
24.035.66
305,994.86
305.394.86
(IS)
.~ ,Oh..
{I 6)
305.994.86
~ ,15..
45.899.23
(17)
Dltcounl
5%
InlerOlI
(18)
(19)
2,294.96
Chcck hC'fc if you arc wqucslinn (J refund of your overpovmcnl.
(20)
(20A)
(20B)
43.601..27
43,604.27
o..j,,~
'W...
COMMONWIAlTH Of PlNNIVlVANIA
INHI!IIANCITAX mU!N
!Il'DINl DICIDINl
mATI o.
SCHEDULE B
STOCKS AND BONDS
I
PILI NUMBIR
!IV,Il~IIX+ (','61
George A. Roeenberry
21-94-415
(All proplrtv lolnllv.ownld wllh Right 0' Iurvlvorohlp mUll bl~..d on Schldull '.)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Series EE Bond in decedent's name alone
issued 12-1986 - Face Vlllue $100.00.
- *CI25809~20EE
Date of Death Value.
78.28
,,'
,
,.
, '"
, ,
'I ,.
, " ,.
"j, I
, :
., ,
"
,.
"
" ,. "
,.
" ,. I, "
"
,.
,; 1
I
,. " :! '" ,
.. ,. "
., , ..
, ..'
, , , "
, ,
I.
,.
, , ,. ,','1'
"
I
1\
, , ,
, , ,
.' ': "
, I , ,.
,. i ,
, " ! "j
f': ".
'j , , " ,. , ,1
"
.' I. "
,. ,
, "
"
,I' ,
'1
I. ,.
.,
TOTAL Aho Inl.. on IInl 2, RICO lIulollon
(1/ mort IpacI II n..dld, Inllrt oddHlonallh.." 0' 'oml '/11,)
s
78.28
UYUOI ,;ltIUTj
l SCHEDULE E l
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSO~~L PROPERTY PI.al. Print Of TIe'
FIlE NUMBER
tI~
COMMONWIAllH O. PlNNIYlVANIA
INHUIlANCI lAX RIlUIN
U1101NI OICIOINI
ESTATE OF
George A. Rosenberry
1"11 proP'~v Iolnllv.own.d with th. IlJIht of S~,,'':'!.'.!.h'p mVlt b. .dhll...d on S,h.d.l. PI
ITEM
NUMBER
DESCRIPTION
1.
2.
Cssh on Hand. .
. . .
. . . . . . . . . . . . . , , . . . ,
1985 Dodge Ram Pickup Truck, VIN IB7FD14H4FS641007 -
Appraised Value , , . , , . . . . . , . . . . . , .
. .
3. Orratown Bank - All accounts in decedent'a name alone.
Checking Account #8-00422 opened 01-04-83. Date of
Death Value . . . . . . . . I . . . . I . . . . . .
CD #1-046588-C opened 09-03-91. Date of Death Value. . .
CD #1-047014-C opened 12-30-91. Date of Death Value.
CD #1-048223-C opened 05-11-93. Date of Death Value.
CD #1-04823J-C opened 06-28-93. Date of Death Value.
CD #1-048248-C opened 06-03-93. Date of Death Value.
CD #1-048474-C opened 08-05-93. Date of Death Value.
CD #1-048490-C opened 09-03-93. Date of Death Value.
PNC Bank (Formerly United Federal Bank) - All /lccount
in decedent's name alone.
CD #7164000241 opened 09-30-93. Date of Death Value.
CD #7160000024 opened 12-30-93. Date of Desth Value. . .
1989 Oldamobile, VlN 1G3AM51N6KG357449 - Appraised Value.
4.
5.
6.
Dauphin Deposit Bank - All accounts in decedent'a name
alone.
CD #8000430576 opened 11-30-87. Dste of Death Value.
CD 1/8000431858 opened 11-01-89. Dste of Death Vdlue. . .
CD #8000431882 opened 12-01-89. Date of ueath Value.
CD #8000431998 opened 03-07-90. Date of Death Value.
CD #8000432110 opened 04-09-90. Date of Death Value.
CD #8000432145 opened 05-20-90. Date of Death Value.
CD #8000432587 opened 10-09-90. Date of Death Value.
CD #8000434083 opened 09-03-91. Date of Death Value.
CD #8000437605 opened 07-06-90. Date of Death Value.
CD #6000439476 opened 08-05-86. Date of Death Value.
CD #8100150865 opened 11-29-93. Date of Death Value.
Checking Account #0097478113 opened 01-28-90. Date
of Death Balance. . . . I . . . I . . . . . . . . .
7.
Mellon Bank -
Money Market Cbecking Account 1/410-070314 in decedent'a
name alone. Date of Death Balance. . . . . . I . . . .
CD #41-A51260C opened 12-06-90 IN TRUST - Edward L.
Roaenberry Truatee (Nephew) for George A. Roaenberry
Trust. Date of Death Value. , I I . . . . . . . . . .
CD #41-A51258C opened 07-03-90 IN TRUST - Edward L.
Roaenberry Truatee (Nephew) for George A. Roaenberry
Trust. Date of Death Value, . . . . , . . . . . . .
(Attach addillonal 8Y1" )( II" ,hllh II mot. 'pace II nud.d.1
Page 1 of 2
21-94-415
VALllF. AT
DATE OF DEATH
1,623.09
5,700.00
33,223.27
10,167.82
1,500.00
4,044.84
5,033.19
5,042.73
3,063.45
4.,069.86
2,029.03
2,511.20
6,000.00
2,015.60
3,038.56
2,522.19
3,052.91
3,040.07
3,026.61
2,025.34
6,169.38
3,024.26
2,002.30
3,026.20
4,384.74
26,110.61
7,026.19
5,504.04
S CONTINUED
IIY.II09I1. 11.111
GEORGE A. ROSJ!NIIERRY
SCHEDULE "F" d
JOINTLY.OWNED PROPERTY
PILI HUMBER
21-94~41S
..
COMMONWIAlIH O' "NI~IVIYANIA
INHIII1;.NCI ".M ."uIN
IUIDINI DI(IO NI
lUATI Of
J.1., '....,1'"
HAMI
ADDRUI
.HAllONSHlr '0 DECIDINT
A.
SEE ATTACHED
I.
c.
1.1.'IV..wft... p,.pertyl
ITlM LmlR
POR DAfI tOJAL YALUI . DI~D'S DOLt:!: VALUI OP
HUM'" JOIN' MADI DlleRIPfION Of 'ROPIRtV PA SlY .. Nt. DlelDI t'IINflRISt
fiNAN' lOIN'
I.
SEE ATl'ACHED ,
,
,
,
.
to'AL IAI.. ..'If.. Una 6, R.c.plt~la'I'.11 S 112,343.04
(II ",.,. 'po.. 10 noo</,t/ /ft.-If atltJi,ion.' ',,"'I ., ,.... tin)
Schedule "F"
GEORGE A. ROSENBERRY ESTA TE
485 U.S. SERIES E and U.S. SERIES EE BONDS
TOTAL FACE VALUE: $224,686.08
Total Taxable 1/2 Interest (50%) $112,343.04
Bonds were purchased Jointly between the yean of 1954 and 1989.
Dollar Value or '
Name & Addre..
Edward L, Rosenberry
885 W, Old York Road, Carlisle, PA 17013
Emlly C. Rosenberry
885 W. Old York Road Carlisle, PA 17013
RelltloDshlo D~edent'llnterelt
nephew $34,444.58
grandniece 1,104.28
Christina M, Rosenberry
885 W. Old York Road, Carlisle, PA 17013
grandniece 1,138.86
Caroline S, Rosenberry
885 W, Old York Road, Carlisle, PA 17013
grandniece 1,139.64
Elizabeth C, Rosenberry
885 W. Old York Road, Carlisle, PA 17013
Paul W, Shughart
149 S. West St., Carlisle, PA 17013
grandniece 1,453.34
half brother 258.38
J, Daniel Rosenberry
885 W, Old York Rd" Carlisle, PA 17013
grandnephew 1,449,88 .
Godfrey Deutsch
124 E. Main St., Walnut Bottom, PA 17266
friend 181.68
Matthew Behl
6736 Castle Creek Dr., Ft. Worth, TX 76132
grandnephew 951.56
Harry K. Rosenberry
519 Library Ave" Carnegie, PA 15106
halfbrother 13,156.86
DOMa Rosenberry Behl
6736 Castle Creek Dr" Ft. Worth, TX 76132
Dorothy M. Rosenberry Elder
125 E. Garfield St., Carlisle, PA 17013
niece 21,015.26
sister.in.law ~..12
$112,343.04
1I'1.UlIU.p.U'
~:I~:PII
_$Iv.
COMMONWEAUH 0' '~NNIYLV'NIA
INHUtITANCC TAK UTURN
!1l101Nt OtCIOINt
iIDJrop-
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ITEM
NUMBER
PI.al. Print or Typ.
R
GeorBe A. Rosenberry
DESCRIPTION
A. Funtlal bp.nl'"
B.
4.
C.
1.
2,
3,
4,
5.
6.
7,
8,
9.
1,
Fogelsanger-Bricker
Grave Opening. .
Funeral Home, Inc.
. . .
. . . . . .
. . .
2.
. . . .
. . . . .
. . . . . .
3.
Luncheon.. . .
. . . . . . .
. . . . . . . . . .
. .
4.
Postage for Thank You Notes.
. . . . . . . . . . . . . . . .
1.
Admlnlltratlv. Calhl
P.llonol Reprelentallv. Commllllons
Social Security Numb.r 01 p.rsonal R.pre.entallvel
Veor Comml~slDns paid
2.
AtttJrney F.os - Irwin I Irwin (, McKnight. . . . . . . . . . . . . . .
3,
Family Ex.mpllon
Claimant
Add..ss of Claimant at deced.nt's death
Streot Addr'lI
R.lallonshlp
City
Stal.
Zip Code.
Probate Feel.' Letters Testamentary. . . . . . . . . . f . . . . . f
Mllc.llan,oul bp.nltll
Sailhamer Real Estate - Appraisal Fee. .
. .
. .
. . . . .
Register of Wills - Filing Fee . .
. . f f . . .,. . . . . .
Phone Calls. . . . . .
. .
. .
. . . .
. .
. . . . .
Mileage for executor's traveling expenses at $.26 per mils
for 679 mileD. . . . . .. ..................
Roger B. Irwin - l~otary Fees. . . . . . .. ,... ....
The Sentinel - Advertise Letters Testamentary. .
. . . . . .
Cumberland Law Journal - Advertise Letters Testamentary.
. .
Carl E. Ocker - Appraisal Fee.
PA 1993 Income Tax . . . . .
. .
. .
. . . ,
. .
. .
. .
. . . .
. . , .
. .
TOTAL IAho .nter on IIn. 9, Recapitulation)
III mart .pact II nttd.d, Inllrt addltlonallhtth 01 .am. lilt.)
. .
. .
. .
. .
. .
21-94-415
AMOUNT
5,529.90
500.00
20.00
20.00
16,501.53
320.00
85.00
25.00
30.00
176.51,
24.00
68.84
40.00
s
25.00
9.98
23,375.79
11'I.ltlilhll.UI
.
PI.al. ~~O, Typ,
fiLl NUM.IR
1 SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMMOHWIAUH Of PlN",mv,,"""
INtUI,tANCI '...IUIUIN
mlDIN1 DIUDIH1
~.-
.21-94-415
mAn Of
George A. Rosenber.ry
AMOUNT
--
DESCRIPTION
-
14.00
144.44
19.75
-
ITIM
NUM.IR
. . . . , . , . , , . .
\,
Huckleberry Lsnd Water Assoc.. Inc. . .
Adams Electric - Account #2096901300.
, ., ...",.
. . , , . . . . . . . ,
2.
. 3.
4.
. . . f . .
United of PA. . . . . . . .
Robert Miller. Jr. _ Taking care of Mr. Roaenberry's dog for
2 months while he was ill . . . . . . . . . . . . . . . . . .
Chambersburg Hospital. . . . . . . . . . . . . . . . .,.,.,. .
Patricia A. Rosendale. CPA - Fiduciary Return . . . . . . . . .
200.00
56.68
225.00
5.
6.
'" .
'."
..
,',
,.
,.
ti
, .
.'
"
,
"
,!
./
,.
,
,
I
'0, .
'I'.
, II'
.. "
,.
TOTAL (,1,110 .nll' on IInl 10, Rocopltulatlon) .
(II mort .pac. I. n..d.d, In.iff additional .hHIt 0/ .am. "11,'
$
659.87
, ~
'REVoI!O(, IX. {I1.~11
I~_~O~-IO
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
.01 DATIl O' DIATH Anll 12" 1 /91 CHICK HI"
If A IPOUIAL
,0VIl" CIIDIT !S CLAIMID 0
.ILI HUMin
'1/6"
COU.NTY coDe 6U Y~AR.{l ~NUMBeR
'j
1l~lr).;t~
COMMONWEAltH Of PENNSYlVANIA
DEPARTMENT Of ftEVWUE
O!PI.280601
.IARAtSIUAO, PA 17118.0601
:-.;.;.;;:..:.~~._-+ - .-- ;uf,"f1R$T, AND MIDDLE INITlAL\-
~~ _ .J\ o:~~~b:',,::{"L._. (;.1 ~f~I:..>go"-"'-18,-n"'f-'.'-- a iLl' ::, tl" iJ I,.., ~(<.)" c.I
SOCIA1SECURlf't' NUMllR DA EurllEAHl O^HO'AI~Hl... (. 7 .'.d"f,I,,11 v, 1.1<1".\' vti\
Q I B 0 oJ 3 ,~-.'>-.'';- J -11-') '( 1. J.,1p //D c.", "/ 7;:; 7
...._........_ ____..____.__..~._.....__.___..._..__.__..._. ... :!""L_._._.........._._.____
I!! >< 1. Original Rolurn [I 2. Supplomonlal Rolurn [] 3. Remalndor Return
M~~ (for dol.. of deolh prior 10 12.13.82)
lI:~ [I 4. Llmitod E.lale [] 40. Fulure InlorOlI Campraml.o Ll5. Federal E.lote Tax
~O.. (lor dolo. of d.olh oft.r 12.12.82) R.turn Required
Ell '~6, Oocedonl Died TOIlalo [I 7, Docedenl Malnlaln.d 0 lI'lng Tru'l _8. Total Number of Safe D,polit Box..
._.....'!...... (Alloch copy of Willi (Alloch co y of Tru'l) .
AU, COIlIlUPONDlNCI AND CONPlDINTIAL TAX IN!'ORMATlON IHOULD .. DIIlICTID TOI
I l5 NAM COMrlETE MAI!mQ.l.OoRm., 14
III \) n I ' , i h Pc. ce'l. "t'
:= Q t\e.v) t\LJ,St.,v\ ')('~ I u,"N' w",~, ItA
8 2 fillPHONE NUMBfR .- ----..---.~-~ '''''I.D l\) /I'i5~ ., I "2u I . vl8 15
J)I/~_ 0'{ 3 'i () ~ ",,;(._
1. Real E.lal. (Sch.dule A) ( 11,.....~...__..._..__.._.__.
2. Slack. and Band. (Sch.dul. B) I 2) ..---.....--.
3, Cla..ly H.ld Slack/Parlnellhlp InlerOlI (Sch.dul. C) (31 ...........:.......--
4. Martgog.. and Nal.. Rocel,obl. (Sch.dul. D) ( 41 --~-._--'-'
5, Co.h, Bank D.po.I" & MllCellaneau. P.llanal Praperty( 5) I () , DOl'
(Sch.dul. EI
6. Jalnlly Own.d Properly (Schedul. FI I 6) _.I-?J.i:.t-.....!..2..\>__
7, Tronll.II (Sch.dul. G) (Schedul. LI ( 71 .....-'
n. TOlol Grall Aile" (10101 line. 1.71
9, Funeral Expe"a.. Admlnillrotlve Ca.lI, MIIC.llan.au. { 91
Exp.n... (Sch.dul. H)
10. Debl.. Marlgag. Llabillll.., LI.n. (Sch.dul. i)
11. Total D.ductlan. (Iatallln.. 9 & 101
12. Nel Volu. of E.lal. (lIn. a mlnu.llne 11)
13, Choritabl. and Ga,ernmenlol BoquOlII (Sch.dule J)
14, !'let Va~ Subl.,-,-,-"-~~..~!,,,!!.!,Inu. !J!:o_~_._
15. Amount of lino 14 laxabl. 01 6% '01.
(Include ,alu.. from Schedul. K or Sch.dulo M,)
16, Amount of line 14 taxabl. 01 15% ral.
(includo ,alu.. from Sch.dul. K or Schodul. M,)
17, Prlnclpaltax due (Add lax from IIn. 15 and from line 16.)
10. Credlll Spoulal Pa,erly C"dll Prior Poymenl. Dilcaunl Inler..1
",'-"-"-'-'-' + ..-............ +-...... ...-..---..-
19, If IIn. 181. greoler Ihan line 17. onler Ih. dlfforence an IIno 19. Thil iI Ih. OVERPAYMENT.
IiID
20. If IIn. 171. grealer Ihan Iln. 18, onler Ih. differ"". an IIno 20. Thil 1.lh. TAX DUE.
A, Er.l.r the Inlere.I an the balance due an line 20A.
B, Enler Ih. tolol of line 20 and 20A an line 20B. Thl. l'lhe BALANCE DUE.
'W__" ... Mak.. Check PaYAble tal Re;II.'''. of WIIII....A;.."!
... UIUAI TO ANIWIA ALL QUIITIONI ON lliVIMIIllDi AND TO AltHICK MATH.....
Under ponchlel 01 perlury, I declare thai I hovI l'lltomlned Ihll relurn, Including accompanying schedule, and Itolem'nll', and 10 lh. be'l of my knowledge and b.liel,
II II true, correcl and complete. 1 declare thai all real tHlale ho. been reported ollru. market value. Declaration of preparer other Ihan Ihft perlonal reprelentall...e II
ba,ert on alllnformollon 01 which preparer ho, any ~nowledge.
rroNAf('-jfn~WPfASONRTSPON/B(f-fOR ,iL't~G RE,fDiFC'-- n_,(ODRES!;- _n "-" .-"--.-----""-----".--"-~~-"--.--.------""--- DATE --
f10ID.lUR("6f'PRti(AodJ'~T,,~~'f;ir~;'.~1{l':,:.j.!~:~RlSS ... /'JL!..L......_n...._______.._ ......n..... DAlE ,1. ,,' S :i r
_..._.uuj!t(J.....13,,/,f.l1~'!l-..--_J.0h. u.~:}.,..:..~~c..'.dL....... m'~LI.I..IJ...~....J ~:/ If.?\t..A'iJ..1 _....J..:.l..!i:..l!L-
z
o
I
( 8)
,2,') In., 2b
(10)
(11)
(12)
(13)
(14)
(151 ___.._..--:~x ,06 ..
i;\7,. 1.<;1.:;. 20
.),', Ir,'.~ M
. ./ "
(161_.'t'J.......~J!...:..(~I:L__x .15"
"(1 ') ~ ,,,,,
~rr.c.::;L:. \o.J ,~
z
o
~
5
~
8
~
(17)
d'I7.],o,$..3
(18)
(19; _u__'______
elll'dt 11f'1l' .1 you me INIUC\tinU CI 11"ul1d of your ovcnpuy"wnl
J'I 73 -:,'-..3
(20) ....L....._..._.__
(20A) ...u._._.m_.._...__.~_
i (,/ ;Z ...:;,- 7
(2DB) .....o,.l..J_..:J.._..J.._.___
-
I,
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (" )IN THE
APPROPRIATE BLOCKS. .
1. Old decedent make a transfer and:
a. retain the use or Income of the property transferred, .."."........""..".....""".....
b. retain the right to designate who shall use the property transferred or Its Income,
c. retain a reversionary interest or ....................................................................
d. receive the promise for life of either payments, benefits or care? "..........""".....
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? """....."""........""..".".""",.....
3. Old decedent own an 'in trust for' bank account at his or her death?,......."..""......
YES NO
x
><
X
><
^
l\
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
, .\.: c
I,';' ,
..,
Cl
"~
r,'.,
",
I
, , ,
c' u: r), '. i
n~ '.' :i
, (ju
'.,1 ,
, ,
lI~uo..i. IIN'1
W
COMMONWIALIH 01 /INNIYLVANIA
INHIIIIANCIIAX IITU!N
!IlIDINI DICIDINI
SCHEDULE F
JOINTLY-OWNED PROPERTY
ISTATI OP n
b ~(J.: ~ e.
Joint 10nonll_11
I)
mE NUMBER
A.
NAME
/-h"l'r! ~.( l~c,.~"""J)I""'1
ADDRESS
RELATIONSHIP TO DECEDENT
I u)\' /AI
\~ j"I,' (\ll/ltR
10 ,'/1 \J~l" AlIt'
/d
.
F)I"l.d~lt-'I~
8,
Ib~UI J(~13
C.
Jolntly.owned proporlYI
-
ITEM LEniR DATI
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROrERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. 1-/ ~ i,v S"."" [ 1'J,,~j (.Jol.~1I "n,. " ,lrSI ~() "0 ,) ;S " (!
Ol n Ino.' (A " " .. (J~'..nJ JJ I.l C "r./~ ':J.4 ,S-"J J.7 '/, .',)
-.-
,3 ,1 111" '~I " " " ( ,1(d .Ill ., 3 1 \ t '~"JJ/..j() ,S'U )}I{. If)
- _0_._____.
'1 H /11... 'u " ., " CJ"j J'1l , J 1'/ e ..S-yJ ,),:; SO )7'/' /0
.f 1-1 T,,~ '1,./ " l J," S /I .1"3 I\, ~ '.~'~'i.'h ,-0 ) H" Y:1
" ., c:
'" ff ,:." I..J 'i " " ,'Jo' ,f'" S l/~ /, ,,~h' l,~ ',\"0 ,)/Il 7, Jot,
7 4 ~,L l', ~ 'i .. .. 'JCd ~'" .,3 17 t: ";.hJ,l ,,'0 .jbl,~L>
~I ,-1 f.l, ~' " ",);"'1 SII 5"J Ii) ." .~ -1 .~" 7,1 '~, "0 )(,/. M,
" .' " r
'I /./ -
.u l' " \ , \.10 I .s." Jl (j t r,) S ,Ju ,!. (> J('j I,D
"
./0 1-1 1..1 ~(~ " tJ 0' .Ji. sJ.JI.l - \",1 ,\ ,JQ ,\"0 ,n,) {,(I
" " (::
II I-J ',1 " 1 .. .. " (~I.>I ~1I 3J -II c: ',-.).. $,N .'0 J,.,J. (r,0
~ \:'1\ ,--
II 1-1 (,1 " " (,)' I l'" 5j Jj .' . ,,'. ? 'I L'iJ ,:;1) ,Jb /. PO
,-),,~ ., (;
.
IJ tl I).\, ,~ \,' " ,. " Ll'" 5" U)'j t: ",'.2 (J t(l ,~\) ,Ji',/), ..!.<.l
;'/ /'/ j;,., h " " " " \:,1 t.. 1 .L1.1. 5 I /" ( ,)(J bO ,~ -i.l J",O.)O
/5 /,1 I ,I'", '(,,' " '. " U:., "'/1 J'3.);_.!:... .; ,} U t,(! ,[;"0 J (.,(1. J()
/0 (I II:~\, I, } " , " (J!'j .'.in J:I ,) b " ,;. ,ll (.,J ,".0 J(,j (./1
17 J.1 IJ-,,,,,, ;: .. " , (,H'l lid J n ,.: '-/~, ~"b '.\0 J.Y', Jh
I~ d I,Ll . b ; " " " \ ./(" S II .Ii ,1;1 .: ,'I (. .~ I) oJ .I.', II ,J,~
"
-
19 rl 1/'1 I '" 'I '. I. (,n, ~)'II ~ ) i'I '. ~/,I')'J ,~ "() ,hp 1>,;
-- /.. .
J-l , ~j .\'" ..' J It. ~');. ()ll ..0 ,,,~I,',o. ;U
1;) ,1... ,. , " I, t)'tl i
, TOTAL IAllo .nl.r on IIn. 6, Recopllulollon) S ~\, ,.J, I 1 "....~J
-
(If more .pac. i. needod inserl addWonal 111,," 0/ ,am, jin)
\
. ,
'.I:""~;:
.' . \.
.1V.ltotl"II"'11
'*
COMMONWIAL1H 0' P1NNlVIVANIA
INHUI1ANCllAX IIlU~N
~1I101Nl OICIOINl
SCHEDULE F
JOINTLY.OWNED PROPERTY
ISTATI Of
C'e(l.(r~ II
Join' tonant(.).
1'11).51<'1/161-'1" ''/
,
fiLE NUMBIR
NAME
ADDRISS
RELATIONSHIP TO DICEDINT
A.
B.
CD~+"\J0,J
.
.f ;(DI'1A (JtI(JV'IO J
;/J qJcz.
C.
Jolntly-awnod proporlYI
ITIM LEnIR DATE
fOR TOTAL VALUE DECD'S DOLLAR VALUE OP
NUMBER JOINT MADE DESCRIPTION OF PROPERTY o P ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
.-
VI. 1-1 ~('\' i ),,1' I"~ C I~. ,,4 C;],~. "" "'J ~ A _ 'J /' 7.1 ~u J(, J.:h.
b.) (; '.', ,) J
--
'IJ, l/ Uq,. 'It.,) " " " ( )/), JII J'I..l I r .en.b') ,,'u Jb'JJO
'1.5 1-/ Ihil,' I ~,l I, " I, tJ,', ~ 1I.\'j ,':'1 I' t;- ~{J', 'oJ 0 \~'O db'1 20
--
'1'1 -I r~I"1 ~J r ,),," J II c.' ) ~ (- ~ -)" ~ -',J () ,/1..0 13
.' " " " '.L)C'
,/,r /.1 ~I,l '~, ~ " " " 1',}~I.2J.L:!.:J 'I,.r \' -,". "(;. .~-o .)/. "I 71{
.1L ~ .
"/1: ,I ,IH.. 'q I, " " U'I ",,1'" $H ,\ 1). ,\..(:, ..1'0 }\,J',73
.J _JI .)
_'17 d I)" '1.'( ., " " (J.~li, II "J iit, L 'lIt), co ,r,O ).\'6.(10
'1l j./ I').', '(-; ) " ,. .. tJvl YIIS l .\"i C ,;-1,) vv ~1> ,} \'(:.(~
.
'I? 1'1 .1.., 'L.J '. " .. ~ JiJ/ ~'III' 3 /1(1 io ~j 1:,), !"b ,~"O J(:,s ,)2
'J0Ir"1 'l1J.8'1 r: -
50 ~I \.1) wi " " 'j ,,'14.'10 ..!':'O ,17.) 'tg
TOTAL IAI.o .nlor on line 6, Rocopitulotlon) S n /HI;;"
(II mall .paco I, nood.d in..rl addlliano/,h.." al,am. "n)
'. q
I
(
I
I
;
,
.,
I
.f
I.
! '
,,'
..
I
.,
i
! '
I'.
I . '.
..t..~,,,",,, ........
......
4
".
",
,.
'\,1
" "
"
1''-'
"
,
,.
I.
,.
,
.1
,
,.
"
I.
. ,.
"./
,.
'.
"
,
i
it'll' '"
','
1I
"
".'!.,.-
~OSf"16f'r"';; . '. .
(OJ,J,-' W. <:3,~,,~ I'/,.,e
~'f. (''v 11"1 q, ;f111;'-'801 J >>,S
' !', , .,
"
',..{.....;.,',y,\ ""\l!':'"";";",,,!,,,, ""'" 1:".'.,..\.,.. ' '.".'h....,... """"
' . ,,, ", . ,. "'''. ., '~'''':'''''''
. ~ I
r.i.J';..,I'~::'\-I".{..:,;.. ~:':.1
I' "~;'i~,';'1 ". .'::1
II/HI: ...,
" i
,
,
,'!
. . "J"
'."HI4/i
.{\). "I
,"/ .'M 'OJ
'f (,I,
(." ';rp
. 1$134 ,
',,- ,....... f
I1fTN;
;f~(st~ ,j t1J://r
1 I J ~ /.., Q)v.f'1 ~.)111(~
0V,., WII...II/., I (/
0Af~ I, 'J Ie II!
,
I
, I.
I \I
I, I
I
/'
Ii" \
j )
.,It r
i(
"
Cil~.~ I
. "
I '70 I :3
. .
'''''''' -...4.'...,"""41.....",...."~""""',,.~. ,,1~. .....,,,. ._....
" "
,
. "....." ...:...;.'''i,!....~..~....._~..,r_''._.
,,"', . " ,.. y:',
','
.' ;,
lj.~.
',!,
,.
". .. I
," " ~. f'" "
'.J'
,
,.
,'\1
"
,.
'..
"':
"
[.'
,
.
"
,.
!,I.'
" "
'ft", I t
", ,I; ~~' , . \
Iii
I , '. ~ j, J
.'
,
,.
\,
,
II,.,
,'I.
,.
,
~: "
, , , , ,
'. "
11)' , .It'
I
' .~
I.
I'
i .
,.'1 j
II
',I.,
..
II
,"
;'1"
I;
"
j, ,j
'" .
,'!.
,I
"
"
, ,
"
, ,
"
','-
'1:4-.
,...... "171"''\' \.
..~.... .... ~.._--:;-t.~.JJl ~.- I'
- ...-......,',
..
.......-
j
REVolSlt7 EX AFP <10093*
COHHONWCALTH O~ PENNSYLVANIA
DEPARTHENT O~ REVENUE
BUREAU 01' INDIVIDUAL TIlES
DEPT, 110601
HARRI'IURO, PA 17121,0601
,~or.(
(Q
ACN 101
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIDNS, AND ASSESSHENT OF TAM
DATI 09-26-94
FILE NO.
DATI OF DEATH 02-11-94 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, HAME CHECM PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAVMENT TOI
II<WIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
L A~".!'!'.!..RI~lttld 1
CUT ALONO THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
Ri:V'- is;;? iie" 0 AFP" i i'ij: 9ii" -Niifi ciUo,:" INHiiiiT ANC!" YA'X" 'A"P-PRAI BilliNi'~" "ALrciwA ,iCE .OR -... .."".""."""" 0
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATI OF ROSENBERRY GEORGE A FIL.E NO. 21 94-0415 ACN 101 DAT! 09-26-94
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funlrll E,pln,"./Ad~ini.trltiv" Ca.tll
Hhallllnlau. E'Pln... (SChldull H) (9) 23,375.79
10. Dlbh/Hcrtglgl Lilbl1iU../Llon. (Schldull I) (10) 659.87
11. Tatll Dlductian. (11)
12. Nit VIlul of TI. Rlturn (12)
15. Chlrit.blI/Gavlrn~lntll BlqUI.t. (SChldull Jl (15)
14. Nit VIlul of E.totl Subjlct to TI. (14)
NOTEI If.n ......m.nt wa. illu.d pr.viau.1Y, line. lit, 15 .nd/ar 16 and 17 will
refl.ct figur.. that inolud. the tatal af ALL return. .......d ta d.te.
ASSESSHENT OF TAXI -
15. A~aunt of Linl 14 tl.lbl1 It 6X rltl lIS)
16. A~aunt of Linl 14 tl.lbl1 It 15X rltl 1161
17, PrincipII TI' DUI
TAX CREDITS I
PAYHENT
DATE
TAM RETURN WAS I (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rill E.tltl (SChldull A)
2, Stcck. Ind Band. (Schldul1 B)
5, Clc,"l~ HIld Stack/Plrtnlr.hip Intlrl.t ISchldull C)
4, Hcrtglgll/Nctl. RIClivlbll (SChldull 01
5, CI.h/Blnk DIPa.it./Hi.c, Plr.cnll Praplrt~ (Schldul1 El
6, Jcintl~ Dwnld Prcplrt~ (SChldull Fl
7. Trln.flrl (SChldull G)
a. Tctll A..lt.
RECEIPT
NUHBER
DISCOUNT (')
INTEREST (-)
05-11-94
886066
2,294.96
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)_ 39.500.00
(2) 78.2S
(5) .00
(4) .00
IS) 178.109.20
(6) 112.343.04
(7)_ .00
(I)
330,030.52
24,035.66
305,994.86
--;00
305,994.86
.00 M,06'
305,994.86 M,U'
(17)
.00
45,899.23
45,899.23
AHDUNT PAID
43,604,27
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
45,899.23
.00
.00
.00
IF TOTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS.)
, 'j'
1"
"~
,.
0"'1";
. 'j
\"1,
";'1
j'
":1
! I
(I
,Ii
II
I
I
I
,:11
<I
,'I
, I
..J
',.t'
,.'
"
." "
,
,
,
',.,
," t.,
"
,
,
, ,('I
{,
..,
.IIRYATl011I blol~. of d..odonl. ""I", on o. IIofo.. loo_. II, 1911 .. '11 'M fUlu.. Inl""1 III lho 111110 \I Irlll,for.od
... PO'Hlllon or ."joVNnt to CII.. . (oollat.r.U Hntfloilrl.. of thl deudtnt ,ft.r the l)Cplr.Uon of tnV' '.\It. 'or
11'. or for v..r., tht'Co-.onw.llth herebv .)Cpr..,lv rll.rVI. thl right to .,pr,I,. And ...... tr~lf'r Inherltancl 'IMI.
.t ttte llN,ul ClII. . (ooll1tor,1) r.t. all tny .u~h future lnt.rllt.
_Of'
NOTICEI T. fu!fl11 the requlr..-ntl of e.otion 2140 of thl Inh,rJtInG' and Elt,t. 'I. Aot, Act 22 of 1991. 72 P.I.
llatlon 1140,
NY..NTI IItlOh the top porUon of thll Hotle. Ind lubldt with ~'our ply.tnt to thl Rlollter nf WU1, printed on thl rlv.r.. .lde.
.'"",,0 o""'k o. ..... or do. p..lblo to, REGISTER OF NILLS, ADENT
AU PI>>Mnt. 'M,lvtd iMU flr.t b. appUld to anv Int.rllt which ..y b.. duI with .ny rHalnar IPPUltd to the t,~,
RrP'UND (CRla . refund of . t.M orldlt, which Wit not requllted on the TaM Return, ..y be rtqUt,t.d by co.I.Ung an "AppUoIUon
fer "efund of renn,Ylvtnl, Int..rltanoe and E.t.t. Tlx" (REY-lstS), Applloltlon, .rl IVIIIIbII It thl Offlc.
ef the R..llter of WIU., any of the ZS RIVlnul Dhtrlot OfUOII, or by olUlng the ,p.olll 24-hour
~rlnt "rylol nutblr. for 'or., orderlngl In Plnnlvlvanl. 1-100-5"-2050, out.ldlP.nnlylvlnl. and
..lIlln 1...1 Ita..h...., 0.11 17I71 787'109~. TOO. 17I7) 771-2252 (HII.I", I"".lrod Onl>),
OIJECTIOHII anv p.rty In Intlre.t not ..tlaflld with th, apprlll.ttnt, IlloWlno. or dl.lllowanol of dtductlonl, or IIII~..-nt
ef taJe <1nolucUne dhoCMtt or InterllU .. lhown on thlt NoUol wit obj.ot within .1Mb (60) din of rtollpt of
"'h Hotl.. b.' .
-wItten pratllt to thl PA Dlp.rt'lnt of Rlvenul, IOlrd of .pp..h, DEPT, 211021, Herrllburg, PA 17111-1021. 011I
.~lOtlon to hlvl thl I.tt.r det'r.lned It Budlt of thl aooount of tho plr.on.1 r.pre,entltlvl, OR
-."..1 to the Orphen.' Court,
AIIIUN
IITRATI'Il!
CORRECTIOHII ,iotual Irror. dl.oov.red on thl. ........nt .hould be addr..'ed In writing tOI PA Dtpart-.nt of RIVtnijI,
, lurl..., of Indlvldull TIM", ATTNI Po.t A.......nt Rlyl.w Unit, DEPT, 210601, ttarrhburg, PA l1UI-OUI
'hone (717) 717-6505. S.. P',I 5 of thl booklet "Instruotlonl for Inhirlt,nc. TIM Return fer e R.sldent
IIoedtnt" (REY-ISOI) for an .xplln.tlon of lo.lnl.trltly.lv corrsotabl. .rror..
DISCOUNT I
If any tlM due I. p.ld within thr.. (5) oll.ndtr .anthl .ftlr the dWOldlnt's d.,th, I flYI p.rolnt (SX) dl.count of
the tlx peld I, II'owld;
Intlr..t h oharged beginning with first cI.v of dellnqulnoy, or nJn. (9) Iantha .nd ant U) dlV frOll thl dltl af
..th, to the dlt. af Plwant. 'Iltl' whloh ble... d.lInquent blfore JanulrY 1, 1912 belt Inter..t .t thl retl of
.a. (.~) p.rcent Plr ~ c.loulltld It I d.ll~ rltl of ,000164, All t'M" which bto... delinquent on ~ Ift,r
JtnuIrY 1~ 1912 wHl beer Inter..t It . tit. whlC'h will verv frol ollanet.r Vllr to ctl.nder vllr with ttltt ratl
~td bv the PA DIPlrtaent nf R'Vlnut, Thl ,p~llolbi. Int.r'lt r.t.. for 19" through 1994 arll
INTIAlIT I
~ Inter..t Rlt. D.llv Int.r..t Flotor !!!r Int..rllt R.t, DillY Int""t Flotor
--
1t12 lOX ,OOOSU 191. lOX .000174
Ita 16X ,OOOUI \917 9X .ooom
1114 IIX ,000501 1911-1991 \IX .000JOl
1_ ISX ,000556 1991 9X .0001\7
1993.199. IX ,000191
ulnt"l.t I. allouiated II follow'l
.......r · SALANCE OF TAX UNPAID X NU"SER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlo. I..ued .ft,r thl tl. blaDle. dliJnquent will rlfllot '" Int.r..t osloul.tlan to fJftlan (II) dt~.
bevond thl date of thl ......fent. If PIVltnt I. IIde Iftlr thl Int.relt OOlputltJon dati lhewn on thl
..Uel, eddlt10nll Int.rllt lUst tHI ollouieted,
'1~!'-''''''-''''f"!''_~I''''''i'I.,_,,_, ..,.
" I
"
I
J.?- ,~/:~ . I
I...V.1547 EX AFP (08.94*
COKHOHWEA\TH OF PENHSYlVANIA
DEPl~TNENT OF AEVEIM:
IURElU OF INDIVIDUAL TAMES
DEPr, Zl0601
HARRISBURG, PA 1712'.0601
/1/. .J{J'7 - /e)
C/
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWAHCE
OF DEDUCTIONS AND ASSESSHENT OF TAK DA T! 01 - 16 - 9 5
~ FILE NO. 1 94-0415
DATI OF DEATH 02-11-94 COUNTY CUMBERLAND
HOTEl TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH VOUR TAM
PAVHENT TO THE REGUTER OF WILLS, HAKE CHECK PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
KEN ROSENBERRY
1025 W BEAVER AVE
STATE COLLEGE PA 16801
ACN
101
-
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
=~O~ittod l
CUT ALONG THIS'LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: iS47 - iie" -Ai: p-. i iljj: 94 Y - iioi'"i c!" -li F. i"NHEiiif AilcE -YAx -XpjiilA" i SiHENT ~..ALrliwANcE - OR - - --. - - -- -.. - -. -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROSENBERRY GEORGE A FILE NO.21 94-0415 ACN 101 DATE 01-16-95
If .n .....am.nt w.. i.au.d pravioualy, lin.. 14/ 15 and/or 16, 17 .nd 18 will
refl.ct figurll thet include the tot.l Df a!J" return. 1I.....d to d.t..
ASSESSMENT OF TAXI
15, A.ount of Llno 1', .t Spou..l r.to US)
16, A~ount of Lln. 14 t...bll It Llnl.l/Cl..1 A r.tl (161
17, Aoount of Llnl 14 t...blo .t Coll.tlrII/Cl... B r.t. (17)
IB, Prlnolp.l T.. DUI
TAX CREDITSl
PAVHENT
DATE
05-11-94
09-17-94
'IAM RETURN WAS, I Kl ACCEPTED AS FILED
RESERVATION CONCERllJNG FUTURE INTEREST. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONl SUPPLEMENTAL 01
1, RI.l E.t.tD ISchDdull A)
2. stock. end Bcndl ISchodull B)
3, Clo..1~ Hlld Stock/Plrtnlr.hlp Into,.lIt ISchldull C)
4, Hortglgel/Notl1 Rlcolv.blo (Schldull DI
5, Cuh/Bllnk Dlpoolh/Hloo, Plr.ono! Prop.rt~ ISohldulo E)
6. JointlY Ownld Proporty ISchldull F)
7, Tr.n.fo,', ISchodul. GI
a, rot.l A..lt.
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Fun.ro! E,pln.u/Ad~, Co.Io/Hllc, E.ptt"u ISchldull HI
10, Dlblo/Hortglgl Lllblll tllI/Lllnl ISchldull I)
11, Tot.l Dlductlonl
12, Not Volul of T.. Rlturn
13. Chlrlt.bl./Govorn~ontll BlqUlltl ISchldulo J)
14, Not VIlu. of Elt.t. SubJoot to TI'
NOTE I
RECEIPT
NUHBER
XA886066
MM912969
DISCOUNT It 1
INTEREST 1-)
2,294,96
,00
I ) CHANOED
(1)
(2)_.
IS)
(4)
(5)
161
171
~
,00
,00
,00
10,000,00
13.156.M.
.00
IB)
23,156,86
(9)
liD)
,00
.00
11l )
(12)
(15)
(14)
nn
23,156,86
,00
329,151.72
,OOM'OO.
,00M,06.
329,151.12 M ,15.
UB)
.00
.00
49,372.76
49,372.76
AHOUNT PAID
43,604.27
3,473.53
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUll.
49,372,76
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREOIT" leAl, VOU HAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
~~ tsl I~f
-,
.IO,'
~p ,. ') i
j, ::' Q..
'. (0 OJ
c: "' [)
J ~ ~'J t.
I
C\ Hi' . h..:.:
,i" Ci ,: "1J ... '.
,. ~ ~) i:: (~
,.
)\!~ ..... Iii a
.b:.
N.
,.
,,'
REHAYATlDNI Elt,tll of dIo..ntt dylnt on or befarl Dtclllbtr 12, 1912 .... If Iny future Inter..' In tM utet. 11 tranlf.rrld
In pou.,lion ar .nJoYHnt to ClI11 I (ooU,t'teU bln,flal,r.,. of thl dlClldtnt .'tlr thl IMplr,tlon of MY ..tet. for
11'. or for Yilt., the Coaonw..1th hlrebv Ixpr...lY r...rv.. thl right to 'PPt,l.. end ...... trlfll,.r InherltlnGl h)CI.
It thl lawful Clu. I (ooUlt.rIU rlt. on tny luc:h future Inhr..t.
PlllPOSE OF
NOTICE I fa Wu1fll1 thl ttqulr...nt. of Slotlon ZI~O of thl Inhll'ltlncl Iltd Eltet. fll( Aot, Aat 22 of 1991. 72 P,S.
"oUon 2140.
PAVttENTl Detlch the top portion of thh Hotlol end lubtU with your ply..nt to tM A.ghtlr of WUlI printed on thl rlYu" lid..
"'"""o".hook 0" IOn'V ardor PI.obl. ta, REUISTER OF MILLS, AGENT
All ~h received .hlll flrlt be appU'd to Bnv lnt.rut which "Y be due with .nv r..,lnd.r I9PU.d to the tlM.
Rt!FUND ((Rh A r,fW\d of . t.x or.dlt, which WII not roqu..hd on thl TaK R.turn, IIV bl rlque.tld t\y OOllPlltll1g an "AppUcitlon
for Rlfund of PI""lv!vwll. Inherltanoe eM E.teh TIK" (REY-UUL Application. Irl IVIllIb11 It thl Offlo.
of the RIgI.t,r of WIll., any ~f the Z] RIVlnul Olltrlot Offloel, or bv calling the ,p.cl,1 24.hour
."lwlrlnA ..rvlcl OUIIbIr. for for.. ordlrlng, In Plnnlvlvanl, l-aOO-362-Z050, outllde P.nnlylv."l, loct
within locll Hlrrhburg .rll (711) 717-8094, TOOl (17) 772-Zii!S2 (H..ring IIIPllrld Only),
OIJECTlONS. My Plrtv In Int.rut not ..tllfhd with thl Ilppr.i....nt, eUowlnel or dl..llowtnC. of d'cNOUonl, or ......ont
of t.x (including d1too.."t or Int.rut) al ,hown on this Notloe IUlt objlot within Ilxty (60) dlY' of rlo.Apt of
thlt NoUc. bVI
-.Mrlttan protut to the PA C.p.rt..nt of R.vlnue, !laird of APPIIlt, CEPT. 211021, Herrltburll, PA 17121-1021, OR
--II.otlon to hlVI thl ..tt.r d.tlr.tn.d at audit of thl account of thl per.on,1 rlpr...ntatlvl, OR
--'PPI.I to the Orphanl' Court.
AIlItIN
lSTRATlVE
CORRECTIONS,
DISCOUNT I
FlOtual error. d~loo~.rtd on this ..I.I'ltnt .hould be .ddr....d In Mrltlng tOI PA OIPart-.nt of R.v.nue,
Sur.1Y of Indlvldu.1 TIM", AUNl Po.t A.II..llnt Rlvl.w Unit, OEPT. 210601, Harrltburg, PA 11128.0601
Phone (117) 717-6505. S.. page S of th. bookl.t "In.truotJonl for Inh.rltanc. TIM Return for I R'lldent
D'ofld.mt" (REY-1501J 'or In .I<pl.nltlon of Idllnhtretlv'IV oorrtctlblll errorll,
If any tlM due It paid ..!thin thr.. (S) cal,ndar lonth. after the dlc.dlnt'. dlath, . fJvI p.re.nt U:() dhClO\l1t of
the tlx paid JI IlloNld,
ImRESlI
Inter..t 11 charged b.glnnlng with Utlt dlY of d.Unqu.ncv, or nln. (9) Bonths and one (1) day froe thl d,tl of
dllth, to thl dati 0' pIYllnt. Tax.. which b.e..e dlllnqulnt bafor. Jlnulrv I, 1982 b.lr Intlre't It the rat. of
11M (6:0 plre.nt par ennUI calculated at a deUv rata of ,000164, All \eXII Nhlch baca.. d.Unqutnt on and .ftar
JGnUlrv 1, 1912 will baar inter..t at . rat. which will varY' frol cal.nder y..r to cal.ndlr y..r with that rltl
announoed by thl PA D,plrt.lnt of Rev.nuI, Tha applloabll Int.r..t rata. for 1912 through 1995 .r.,
'!!!! Int"..t R,t, DIllY Intlre.t Faotor !!!r Inter..t Rltl DeilY Inter..t Factor
1.12 20X .0005ctS 1.17 'X .000241
I.&! 16X ,00008 1918-1991 m .0.0301
1'1' m .000301 1..2 'X .000247
1.1S I3X ,000556 I99H994 IX .OUOI92
1.16 lOX ,000274 1995 'X .000247
--Int"..t I. ollculatld I' follow"
INTEREST. IALANCE OF TAX UNPAID X NUnlER OF DAYS OBLINQUENT X DAILY INTEREST FACTOR
"'Anv HoUo. I..u.d I,ter thl tlK bloo... d.Unqulnt wUl rlfltct an Inhr..t calculation to flft..n (15) dlY'
blvond the dati of thl........nt. If paY'lnt 11 lodl ,ftar the Int.r..t oOlputatJon dati .hown on thl
Notice, IddltJonll Intar..t IUlt be olllcul.tld.