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PETITION .'OR PRODA TE and GRANT OF LETTERS
dl- q'l- iff?
Estate of lJCMARD D~ CCGl\!'l____,
also known as
No.
To:
Register of Wills for the
. Deceased. County of Cumbprl 'Inn In the
Social Security No. 1 Rl-?('- '11 ~(, Commonwealth of Pennsylvania
The pelltion of the undcrsigned respeclfully represents that:
Your petitloner(s), who is/arc 18 years of age or older an lhe exec III r;L.lc 1-
In the last will of the above decedent, dated ___ /1\.u.gllS"L 1 7
and codlcll(s) dated 1Il/"____
named
, 19..B.R-
(slate relevant circlInulanccs, c,g. renunciation, death of executor, elC,)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
b is last family or principal residence at 1009 Rockledl}e Dri ve.
('~rli,,1p, Pl\ 1701'1
,
(11\1 SUCCI, number and ffiunclpalllY)
~)u~ M,JJIJ", Twf
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Deeendent. then 86 years of IIge, died April 29, . 19 94
at 1nnq Rnl"k1Pi1gp nriITp, ('~rli,,1p, p" 17nl'1 .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execulion of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: N/A
Deccndent at death owned properlY with estimlllCd values as follows:
(If domiciled In Pa.) All personal properlY
(If not domiciled In PII.) Personal properlY in Pennsylvania
(If not domiciled In PII.) Personal property In Counly
Value of real CSlate in Pcnnsylvanla
situated as follows: All entireti~opertv
$ 1 '1n,nnn nn
$
$
$
WHEREFORE, petltioner(s) respectfully
presented herewith and the grant of lellers
theron.
reguesl(s) the probate of the last will and codlcll(s)
Testcurentary
(testamenlary: admlnl,trallon e,l.'.: .dmlnlsualloa d.b.n.c,l...)
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E eanor Claytol)' c~an .
1009 Rockledq Dr ve
Carlisle. PA 17013
'11? ./.~ It 3 ~ 13,'1)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH Of' PENNSYLVANIA } ss
COUNT\' OF CUNBEP,LAND
The pelltloner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and eorreel to the besl of lhe knowledge and belief of pelltioner(s) and that as personal represen.
tatlve(s) of the above decedent petltioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed f,nd SUbscribCd~' /-;-'/J>-'<"'''' ('i,,~..,~(.r<<. d.,,,.. ~
bcforc me this 20 H day of _ -m 0'1f101" _ChlYto1 ~lL~-I'
-:. . { dU-t,,(L, ~( T~.)- rt-y
MARYI C. LEWIS Reg/sre, ~-rJ- ~
I {{ -, ,)f/(-- rl
No. . 21 . 94 - 487
Estate of
HCMARD D. COOAN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW May 31 , 19~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated AUQUst 17. 1988.
described therein be admitted to probate and filed of record as the last will of
HOWARD D. COGAN
and Letters Testarrentarv
. are hereby granted to Eleanor Clayton Cogan
. FEES
Pr~bl\te, Letters, Etc. ...".... $
ShortCertlficate~( 1~......,... $
Ren!jnclatlon ................ $
x-Pages 15. 00
JCP $ 5.00
TOTAL _ $ JQQ.oo
. Flied .. ..~~Y..~1,..mL..............
235.00
45.00
\ 'IUva!1.~~
!\lflller of I.
MARY C, LEW;r
,,~JL~
Tay10 P. ATTORNEY (Sup. Ct. 1.0. No.) Andrews 10 15641
78 West Pomfret Street, Carlisle, PA 17013
ADDRESS
717-243-0123
PHONE
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Letters and order put .In attorneys file In Prothy, on 5-31-94,
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. W,T WILL AND TEST~
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HOWARD D. COGAN
I, HOWARD D. COGAN, of South Middleton Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and Testament
and revoke any wills previously made by me.
lTEH I:
I direct that all my just debts and funeral
ex~enses, including my grave marker and all expense of my last
illness, shall be paid from my residuary estate as soon as practical
after my death as a part of the expense of the administration of my
estate.
ITEM II:
I bequeath my automobiles and personal effects,
suoh household goods, if any, as may be my individual property and
not the property of my Wife or owned jointly by me with her, and
other tangible personalty of like nature (not including oash or
gecurities), together with any existing insurance thereon, to my
Wife, ELEANOR CLAYTON COGAN, if she survives me by thirty (30) days.
Should my Wife, EI~OR CLAYTON COGAlI, not be living on the thirty-
first day after my death, I bequeath such tangible personalty and
insurance thereon as set forth in a separate memorandum, which I
shall place with my will or deposit with my attorney, to the persons
thereon designated. Should I leave no such memorandum, or with
regard to such tangible personalty not referenced by suoh
~~~~~:~~"~~J.'j).\'~~lttoi.'Y~""'~""'"""rtJ'.,l(~.1Jq;~.,I';','\,M."'~'~',"'",' '.' -", "',~-P::Tr~~,17~.7~"'117""'~"-"~,~
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memorandum, I bequeath such propet'ty to such of my children, JILLIAN
COGAN ROBINSON, and BRUCE CLAYTON COGAN, as are living on the
thirty-first day after my death, with due regard for their personal
preferences in as nearly equal shares as practical. My Executor
shall sell such articles as are not desired to be received in kind
by my children and the proceeds of such sale shall be divided
equally betwen my above-named children.
ITEM III:
I devise and bequeath the residue of my estate,
of every nature and wherever situate, to my Wife, ELEANOR CLAYTON
COGAN, provided she shall survive me by thirty (30) days.
Should my Wife, ELEANOR CLAYTON COGAN, predecease me, or die
on or before the thirtieth day following my death, I devise and
bequeath the residue of my estate, of every nature and wherever
situate, in equal shares, to my daughter and son, JILLIAN COGAN
ROBINSON and BRUCE CLAYTON COGAN, if living on the thirty-first day
following my death; and should either of my children not be then
living, I devise and bequeath his or her share to his or her issue,
per stirpes, living on the thirty-first day following my death and
in default of any such then living issue, such share shall be added
to the share for my other child. If neither my Wife, nor either of
my children, nor their issue, shall survive me by thirty (30) days,
I devise and bequeath the residue of my estate, of every nature and
wherever situate, to my Daughter-in-law, NANCY WINFIELD COGAN.
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ITEM IV:
All Federal, state and other death taxes payable
because of my death, with respect to the property forming my gross
estate for tax purposes, whether or not passing under this will
including any interest or. penalty imposed in oonnection with such
tax, shall be considered a part of the expense of the administration
of my estate and shall be paid from my residuary estate without
apportionment or right of reimbursement.
!'rEM V:
My Executor shall have the following powers in
addition to those vested in him by law, and by other provisions of
my will, applicable to all property, whether income or principal,
exercisable without court approval, and effective until actual
distribution of all property:
A. To retain any or all of the assets of my estate, real
or personal, including any shares of stock or other securities
I may own of the corporate fiduciary or its successor, or of a
holding company controlling the corporate fiduciary or its
successor, without restriction to investments authorized for
Pennsylvania fiduciaries, as she or it deems proper, without
regard to any principle of diversification or risk.
B. To invest in all forms of property (including stock or
other securities of the corporate fiduciary or its successor,
or the holding company controlling the corporate fiduciary or
its successor, and common trust funds and mortgage investment
3
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,
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will
and Testament,
oonsisting
of
five
7....
1 -
(5)
typewritten
pages, each identified by my
Al ~-\-
signature,
this
day
of
.1988.
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--:--... (
\..,.,~~ r~^,) ....)
D.
e1-).l.w"
Testator
(SEAL)
Howard
cogan,
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COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
SS.
WE, Howard D. Cogan, Taylor P. Andrews, and
0.::\ (''\ <, ' ,
_..~ \'\"'11.,., ' ", '...... v.':' f , ,
the Testator and witness, respeotively, whose
names are signed to the foregoing or attached instrument, being
first duly sworn, do hereby declare to the undersigned authority
that the Testator signed and executed the instrument as and for his
Last Will and Testament and that he signed willingly and that he
executed the same as his free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence
and hearing of the Testator, signed the Will as witnesses and that
to the best of their knowledge the Testator was at the time
eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence.
I ::~; b_~'~I~'~~g~~,f:'i~(0-'~~I~~or
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T lor P. Andrews, Witness
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itness
Rubsoribed, sworn to and acknowledged
Cogan, the Testator, and SUbscribed t and
before me by Taylor ~ Andrews and
witnesses, this J 7 day of
L.
before me by Howard D.
sworF or aff rmed to
//1, 1 "J. - ,
, 1988.
(SEAL)
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/ II -.'9 1'1 - !
"~:J~'?,, INHERITANCE TAX RETURN
.~,Wu.' RESIDENT DECEDENT
COMMD~V,m~~T~\'ij,':rv~wrN'A (TO BE FILED IN DUPLICATE 21
HARRISfJl& ~~o~~bS'0601 WITH REGISTER OF WILLS) COUNTY CODE
"'IT'DENT'S'I'A'ii'ILAS'i, flRSi,ANO'"i'OD',Tihi,jAl,' .nmn.. - . ~fo~~lk~~~l~~~~'f~rive
i !bCi~~C~~=~~~~d ,D~-n"-rD~~~~~~H ,., u r~~~~~~;' - -, carli~~e:~an~ 7013
________ _____.____4_'_.' _ ._.___."_,_.___._______. ___ _ .__ _ . _ ~o~~ll_ _..._ __ ___ _____________ 0- __._. .__
l!! [~ 1. Original Retu,n L J 2, 5upplemental RollI,n [J 3, Remainder Rolurn
l'i~...g (far dale. of doath prior to 12.13.821
II: [J 4, lImitod Ellolo [] 40, Future Inlero.' Compramlle [] 5, Federal E'late Tax
:z: lit.. Ifor dalo. of dealh aftor 12.12.82) R.'urn Required
U tllll U 6, Docodent Dlod Tollote [I 7, DOIOdonl Malntalnod 0 living Trll.1 .1. 8, Tolal Number 01 Safo Dopo.i1 Boxe,
<l: IAllach copy of Willi IAllach copy of TrUll1
.._._-,-..,.- ALL COMRISPONDENCfAND CON.IDINTIAL TAX INFORMATION SHOULD II DIRlenD TOI
NAME .__.-.__..~ ---- ~..- --_._~--- CQMPL MAILING AD )f[S!'----'
Taylor P. Andrews, EsquIre Andrews & Johnson
78 West Pomfret Street
CarlIsle, PA 17013
-,,- L~1~'Z~~J,'c,-=~~4J:::,QJ,~,=",~=~_~~=.,~==-=,~'=='=7~~==.==t'4*"',.--
1, Roal E.taloISch.dule AI I 1) .._____, on__........',__ ... ,.._..no.
2, Slack. and Band. ISchodulo BI ( 21 __..H_~,J?J!.Ll________.
3, Clo.ely Hold Stock/Pa'lne"hip Inl.,elllSchedule q I 31 ,_._,__,_u____________
4, Mortgage. and Nole. Rocoivablo ISchedule D) I 41 _,__.______n_...____,
5, Cmh. Bank Deposit. & Mlscellonoous Pe"onal Properly I 5) ___..,j~,.l1.9-'-~l.._____
ISchedule EI
6, Jolnlly Owned Praporly ISchodule FI ( 61 ________
7, Trans/." ISchedulo G) ISchodule LI I 71....._..._,______,__
8, Talal Grau Aue"llolalli"e. 1.71
9, Funeral Expense., Admlnl",atlv. Co.I., Mllcellaneaus ( 9) _~ 8,015.20
Exponse. (Schedule HI
10, Debl', Marlgage llahiliile., lien, ISchedde II
11. T 0101 Deducllon. {Iolalllne. 9 & 101
12. Nel Value of E,'a'e (line 8 minus line III
13. Charitable and Governmonlal Beque'I' ISchedule J)
14, Nel Valuo _Sublecl.~!,x Illne 12 minus line 131
15. Amount olllno 14 laxable 016% ,ale
Ilnclude value. from Schedule K 01 Schedul. M,I
16. Amounl of line 14 laxable 01 15% '010
Ilnclude values from Schodule K or Schedule M,I
17, Pllnclpallax duolAdd lax from line 15 and from line 16,)
18. Credlll
REV,llDO EX+ IIl.SS)
FlU NUMB!R
94
YEAR
..---.--.-....
0487
u_tl,~MB~R
--'-,----
~i
"'Q
"'z
82
TELEPHotlCNUM8"IR------ _____~_.4.'_________.n...__
---,.~_.
---.-,--
','
z
o
3
E
~
194,194.24
I BI ----,--,
74.32
1101________
115) __286,104.72
(11) __8.l-~...s2
(12) 186l-l.Q.4...n__._,_____
(131 ---------------
(141 ....llhlJl.4...12
X.06n 11,166..28 __________
116)___
x,15 a
1b';2t4~O&nl. 52s:02'fl _ Inle,e,l
___..."___'_n____.. + .._______ _.______
19, II line 18 Is g,eater Ihan line 17, enler Ihe dill.,ence on line 19, Thi. i. the OVERPAYMENT.
110
20. If line 17 II greal., Ihan llno 18, enler the dlffe,ence on line 20, Thl. II Ihe TAX DUE.
A, Enler Ihe Inter.1I an Ihe halance due an line 20A,
B, Enler Ihe latal of line 20 and 20A on IIn. 20B, Thi. II Ihe BALANCE DUE.
Makl ChICk P~Jabll tal Rig lIt" af WillI, Aglnl
. ... SUR' YO ANSW'R ALL QUUnON5 ON RIVI~' SlDI AHDTO IICltdCIC MAtH....' " .-
Under penalll" of perlury, I declare lhal I hove 'Komlned thi. relurn, Including accompanyIng Ichedulll and Italemlnll, and 10 the bill of my knowledge and belief,
Ill, truI, corred and cample!II, I del;lare that all rlollllote hot been reported 01 true markel value, Declarallon of prtparer olh., than the p.rsanol repre"nlallvo h
balld on alllnlarmallon of which preparer h\lI My knowledge,
l'ONATURI 01 PIRsoNA!SPoNsIILfT<5R-mINo REluRN ADDRESS 1009 RoCKl:edge Drive Iill'!---(".-
~~~~~_~~.'mjf,*!f.~J"!;!Ho,,-:~ i~i:-';{.
=-yC
z
o
~
~
8
S
1171 .-!.!.1...~.?,-2,I3_no___
Chuck .1('1(' .f yov Olll HHIU('~tll1u (I Il'fund of you, overpuYI1H'llt
(181 _10,8~~21______,,___
(191 _ h____"____._.__
362.07
(20) _._____...._____,,_,......_..
(20A) ______'..________
120B) __Jg...o.'Z________
UV.ISO"" 12-17)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plea Ie Print or T e
FILE NUMBER
.9"Jt.~
~
COMMONWIA~H Of PINNSVLVANIA
INHIIIIA "I TAX lnURN
RlSID NT DICIDINT
ESTATE OF
HowalU D. Cogan
21-94-0487
IAII proporty lolntly.ownod with tho Right 0' SUIYlyollhlp mUll bo dllClolld on Schodul. FI
N~~~ER DESCRIPTION
VALUE AT
DATE OF DEATH
Harris Savings Bank:
1. Savings Account l'b. 17-00004279
2. 3D-Month Certificate No. 17-16-136968
5,558.94
26,636.33
Farrrers Trust Company I
3. Certificate of Deposit No. 101209
4. US Savings Bonds
5. 1987 Buick Century Sedan
6. ' Cash
7,374.86
1,650.60
4,500.00
20.00
,,'
d I'
"I "
, ,
i ' ' '
. "
"
TOTAL ~o enter on line 5, Recapitulation! S 5,740.13
(Altoch oddlllonal SII" . II" ,h''',I! more 'poco II n..dod,1
;"',',
..'/'
\.
\
MAY 18199,
.....-.,-"'"
IU Hi\RRIS'
Ii) ~AYINGS BANK
II1lrn;oi :-;,l\'lIlgs ()pPldIIOIlS Cl'lltN
liT.) \'l!rl!1 l~th S:rl\('!
1.1'lllll\]1, P\'flll"~ [vilnia 170,1:1
17,',':11,\,1.111
'/ 1 7:11.'\1"i:1~1 Fax
May 16, 1994
Andrews , John~on
78 West Pomfret Street
Carlisle, PA 17013
Thoinrormlltion whioh you reqllel\torl on the, l\ocount(lI) of Howard D.
Cogan Estate (ljodnl n.()~urity Numb~r 181~26-3156 ) i/5 liS roll 0\/11.
Account llumber( II)
17-00004279 17-16~136968
-
Savings 30 ~Iths. Cert.
Prior to
1971 _2_A..nQ
$5,504.24 $26,398,53
54.70 237.80
4/:
5,558.94 26,636.33
Individual Individual
C1RSII of Aooount
!iate Openod
Prinoipal Da~l\noe
Aoorued !nterellt
Dalanoe lit
Date of Death
Aooount
Ollnerahip
lis me or Joint
Ollner, irllny
DRte OllnnrshiJl
WIIS Estnblinhad
Prior to
1971
2-8-89
, Additlonal Infor-
mation IlNlllnntod
Please have tho Executor of this Estate sign the enclosed
W-9 form and return it to us in the provided envelope.
'rhank VOll.
SincEj,l'ely,
~ ,p'-, '
. .) ~..:rr:;t:..._ ;r., (,. "c,__.___
tehen L. Cale
Customer Service Technician
UV.ISlIUtl'.UI
&STAT I Of
ITEM
NUMBER
,
Howard D.
J SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
_ MISC_ELL"-~_E<?US _~~PENSES L PI. 01. Print or Typ.
I fI e NUMBIR
Cogan 21-94-0487
,&:J~'9t\
'001:."'"
COMMONWIAnH o. PlNNIYlVANIA
INHIRITANCI TAX R1TURN
R!SloINT olClolNT
--, --.- - .--.------------
DESCRIPTION
AMOUNT
1.
A. PunITal Ixp.nllll
Hoffl1\!ln-Roth Funeral Hane
838.00
.'
,B. Admlnlltratlv. COlli 1
1. Pellonol Reprolentotlve CommllSlons' ,
Social Security Number of Personal Representotlvel _
Year Commlulons paid
'-
2.' Attorney Fees to Andrews & Johnson
4,750.00
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Family Exemption
ClalmClnt W-eanor Cogan
Relationship Wife
2,000.00
Addross 01 Clalm.nt at decedent's death
Street AddrelS 1009 Rockledqe Drive
City Carlisle State PA__ Zip Code 17013
Probote Foes
315.00
Mlle.llan,oul Ixp.nllll
Legal Advertising
, 112.20
,.IH'
, "
"
I
TOTAL IAlso enlor on IIn. 9, Rlcapltulatlonl S 8,015.20
(If mall Ipae. II n"d.d, Inllr! additional shilts of lam. II...)
.
11.''''''''1'''''.
COMMONWIAlIH 0' PlNN\YI"ANIA.
INHUlfANCI fA,IlUlVRN
IIllDtNT Ole.DINl
1 SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI. a.. Prlnl or TVp.
L:UMBIR
21-94-0487
ISfATI Of
Ha./ard D. Cogan
ITIM
NUMBIR
DISCRIPTION
AMOUNT
1.
Mas1and Assoc. -- Physician's Bill
Thanpson Eye Assoc. -- Physician's Bill
29.32
45.00
2.
"
" '
" I;'
,,'
, ,
, I,'
, \,
,
"
,
"
I "
"
"
,i'I'
"
'i.
, '
, ,
\,
I!,' '
" ,
,,"
TOTAL (Aho enteron line 10, Rocopllula"on)
III mare 'poce ,. needtd, 'n'tr! oddlllonn',htt', 0' .omt .11t,)
$ 74.32
REV-1547 EX AFP (08.94*~j
COHHOHWEAl Ttl rJf' PENNSVLVAHIA
OEPARTHfHT Of REVENUE
BUREAU OF INDIVIDUAL TAMES
DEP1. Z80601
HARRISBURO, PA 11lza'0601
ESTATE OF -CO~r=- 1T01iflRlf If FI~E NO.
DATE OF DEATH 04-29-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REOISTER OF WILLS. HAKE CHECX PAYABLE TO "REOISTER OF WILLS. AOENT"
REMIT PAVMENT TO:
/'- '\I '/
t J ' ,(,10-'
/1/.."'.'/:/
,.
,
-,
L.-
ACN
101
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR OISALLOwANCE
OF OEOUCTIONS AND ASSESSHENT nF TAX
TAVLOR P ANDREWS ESQ
ANDREWS & JOHNSON
78 W POMFRET ST
CARLISLE PA 17013
DATE 12-12-94
=
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
F-'~~"'~ Ronlttod
CUT A~ONO THIS LINE ... RETAIN ~OWER PORTION FOR YOUR RECORDS .....
R'iV: iS4-j - iif -A~ p.. i (is-: 94 Y -N(if i c r -oF. "iNHE Iii' Aiic E. YA'X - iiP' iiiliii ii iifE"NT ~ " -A i. 1:owAiicE' iiri" -".. - - - - - - - - -''''''
DISA~~OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COGAN HOWARD D FI~E NO. 21 94-0487 ACN 101 DATE 12-12-94
If an a.lellment wal illued previoully, linel 14, 15 and/or 1&, 17 and 18 will
reflect figurel that include the total of A~~ returnl alselled to date.
ASSESSMENT OF TAX:
15. Anount of Llno 14 ot Spou.ol roto (151
16. A.ount of Llno 14 to.oblo at Llnoal/Cla.. A rato (161
17. A.oun* of Llno 14 to.oblo at Collatoral/Cla.. B roto 1171
lB. Prlnolpal Ta. Duo
TAX CREDITS:
PAYIIENT
DATE
07.25-94
08-30-94
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNINO FUTURE INTEREST - SEE PEVERSE
APPRAISED VA~UE OF RETURN BASED ONI ORIGINAL
1. ROIl E.toto (Schodull A I III
2. Stook. ond Bond. ISohodulo BI 121
3. Clo.oly Hold Stock/Portnor.hlp Intoro.t ISohodulo CI 131
4. Hortgogo./Notos Roool.abla ISohodulo DJ 141
S. Cash/Bonk Doposlt./HI.o. Por.onal Proporty (Sohodulo EI 151
6. Jolnth Ownod Proporly (Sohodull FI 161
7. Tron.for< ISohodula 01 171
B. Total A..ots
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funoral E.pon.o./Adn. Co.ts/HI.o. E.pon.os (Sohodulo HI 191
10. Dobh/Hurlgogo Uabl1lt1u/Lhn. (Sohodull II 1101
11. Total Doduotlon.
12. Not Valuo of To. Roturn
13. Chorltoblo/Oo.orn..ntal Boquo.ts ISchodulo JI
14. Not Voluo of E.toto Subjoot to Ta.
NOTE:
RECEIPT
NUHBER
MM886334
MM912875
DISCOUNT 1'1
INTEREST I-I
540.21
.00
I I CHANOED
.00
148.454.11
,QO
,00
45.740.13
.00
.00
IBI
194.194.24
8.015.20
74.32
1111
1121
1131
1141
A, nAg ~2
186.104.72
.00
186,104.72
.00 X .00,
186 . 104 . 72 X . 06,
.00 X .15,
I1BI
.00
11,166.28
.00
11.166.28
AHDUNT PAID
10.264.00
362.07
TOTA~ TAX CREDIT
BA~ANCE OF TAX DUE
INTEREST
TOTA~ DUE
. IF PAID AFTER DATE INDICATFD. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
11,166.28
.00
.00
.00
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
,I,
Ii
"
,,,
RESERVATIONl E,t,t.. of dlcldent. dYing on or bl'ert Dlo.,b,r 12,1982 .. If any future Jnt.r..t In thl ..\at. I, tren'flrred
In POI.tlolon ~r .nJoYI.nt to Cia.. B (col1at.ral) b.n.floilrl~. of thl dle.dlnt aft't thl Ixp1ratlon of any .,t.t, 'or
11'. or for y.,r., thl Co..oow.alth hereby Ixpr...lv rl.,rv.' thl right to apprat.. and ...... trant'.r Inhtrlttnot Tlx"
at thl 1.wful CI... 8 (0011It.rel) fat. on any luch future Int.r..t.
PUllPOSE OF
NOTICf.'
PAYNENT,
REFUNO (CRI'
OIJECTlONS,
AOHIN
lSTRATlYE
CORRECTIONS I
OISCOUNT.
INTEREST,
To fulfill thl rlquirl..nt. of Slctlon 2140 of thl Inherltanc. and E,t,t, Tax Aot, Act 22 of 1991.12 P,S.
SteUen 2140.
D,ttch thl top portion of thi. Nntlcl and .ub~lt with your pav.out to the Rlgl,t,r of Will, printed on thl rov.r.. .Id.,
....Hak. ch.ck or ..on.y ord.r payable tnl REGISTER OF HILLS, AGENT
All ply..nt. r.c.lv.d .hall flr.t b. appll.d to any lnt.r..t which ..y b. du. with any r..alnd.r applI.d to th. taM,
A rlfund of II taM or.dlt, which was not r.qulltld on thl TaM R.turn, lIlav bl r.qullted by eOMphUng an "ApPllcatlon
for R.fund of p.nn.vlvanla Inh.r1tanelll and E.\atl TaM" (REV-131]L ApplIcaUon. ar. avaHabl. at the Office
of the R.gl.tlr of Will" anv of thl 23 R.vlnu. DI.trlot Off Ie.., or by calling th. .p.clal 24-hour
an.w.rlng ..rvlc. nuaber. for for.. ord.rlnUI tn Plrn,Ylvanl~ 1-400-362-2050, out,ld. P.nn'Ylvanla and
within local tlarrisburg arn 1717) 787-8094, TOO' (711) 77Z'2252 (Hurlng lIpalred Only),
Any party In Int.re.t not .atl.fled with thl apprai....nt, allowang. or dl.allowanel of d.duotlon., or a.......nt
of taM (Including dl.count or Int.r..t) a. .hown on thl. Hotlcl MU.t obj.ct within tlMty (60) day. of rlollpt of
this Hotle. bYI
....wrltt.n prot..t to thl PA OIPart..nt of Rlv.nu., 80ard of Appeal., DEPT. 281021, Harrl.burg, PA 17128"1021, OR
~...I.otlon to have th. ..tt.r d.tlrlllln.d at audit of thl account of th. p.r.onal r.prl..ntatlv., OR
"-apP.II to the Orphan.' Court,
factu.1 .rror. dl.cover.d on thl. c.....ft.nt should b. Iddr....d In writing tOI PA O,plrt,.nt of R.v.nu.,
8ur.au of Individual TaK", ATTHI POlt A.,.....nt Review Unit, DEPT, 280601, Harrllburg, PA 17128-0601
Phon. (717) 787"6505, S., pag. 3 of th. book lit "In.tr.JctJonl for Inh.rI hnc. TaK R.turn for a RIIJd.nt
O.eldlnt" (REV"ISOI) for a" IMPlanatlon of adMlnl.tratlv.ly correotabll .rror.,
If any taM dUI I. paid within thr.. (3) callndar .onths aftlr th~ d.c.d.nt'. dlath, a flv. p.ro.nt (5%) dl.oount of
the taM paid I, allow.d.
lnt.re.t I. oharg.d blglnnlng with flr.t day of dlllnqu.noy, or nln. (9) .onth. and on. (1) day fro. th. dati of
dlath, to the data of pIYM.nt, TaK.' whloh b.ea.. d.llnqulnt b.for. January I, 1982 b.ar lnt.rl.t at th. rat. of
11M (6%) Plrc.nt p.r annul oaloulatld at a daJly rate of ,000164, All taMI' which bloa.' d.llnqu.nt on, and .ft.r
Jlnulr~ I, 1982 will b.ar Intlrt.t at a rata which will vary fro. oal.ndar y."r to oll.ndar y.ar with that rat.
announotd bv the PA Dlpartmlnt of R'venu.. Th. appllcabl. Int.rett rat~. for 1982 through 1994 arll
!!!! Int,rllt R"t. Dally Intlrllt Factor Vear Interllt Ratl n"lly Int"ltt Faotor
1912 20X .000548 1986 lOX .000174
1981 16X .000438 1917 9% .000247
1914 IIX .000301 1988.1991 l1X .000301
1985 UX .ooom 1992 9% .000247
199H994 n .000192
1995 9X .000247
""Int.rl.t It calcule.t.d .. follow"
INTEREST "BALANCE OF TAX UNPAID X NUKBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
"-Any Hotlc. I..uld aft.r thl taM b.eo... dllinqu.nt will r.fllot an lntlr..t oal~ulatlon to ftft..n (15) day.
b.yond thl dati of the ft"..,..nt. If p"y..nt I. .ad. aft.r th, Int'r~.t co.putatlon date thown on thl
Hotlcl, addlt10nal Intlr'lt .Ult b, oaloulat.d.
~..T.lI!t!~ ,H,I':I~()!~L~t'ml~.IUlUL.FL..Q.J.~
Name of Decedent I
IIiIWIII'lI II, COHIII1
Date of Deathl
Al'r II ~(I, 111'1',
Will No.
lIdm In. No. 21-1994-487
Pursuant to Hulo Ii. 17 of t.ho Huprllme Court Orphans'
Court Rules, I report the !o! lowtllq wJt:h reBpect to completion of
the administration of t.ho ilIIlIVll-(:llpllollml oRlatel
I. Stale whothHJ' IHhnlniRt.I'IIt.ion of the estate is completel
Yes X No
2. If the nlHlWllI' In No, 111,llt,ll whon the personal
representative renflonnb! y ho llovnll UlIlt the administration will be
complete 1______,..___ __, n
3. If t.ho 1lI1AWnl' t.o No. 1 lA Yes, state the following J
a. Old I,ho (lol'sonn! representative file a final
account with tho Court',' YOI1 No X
b. 'I'ho 11111""'11111 Orphans' Court No. (if any) for
the per.sonn.! I'Op1'1I11n1l1 ,11,1 V 1.1 , II Ill:counl Is 1
c. I1ld tho pnl'BOllal l:epresentative state an
ar:count IIIrl.lrmnlly 10 tho pllrUnA In interest? Yes X No
d. Coploll of roceJpts, releases, joinders and
appr.ovals of (ormal or j IIfol'mal accounts m be filed with t.he
Cerk' of tho Orphl111I1' Court. and may be at c ad to this report.
Dati'll Hny ~H , 11)9(,
-~-"'--'---'---
.et ,"'1ft:
'i:j (q
In " "1(1.
.", "
,l~ :~ Ie I , :
'I -. ,
" )
~J C.
1'1 .,
, 'I' >.
~ i . '$
..
() "1 "
.'1
~11l rR "" \
JO~ ~a
'-
y10r P. Andrews, Esquire
Name (Please type or print)
78 W. I'omfret ~treet
Carlisle, PA 17013
Address
( 717 ) 21.3-0123
Te 1. No.
CapacltYl Personal Representative
X Counsel for personal
representative
(MAil I I'm! lAM:!)
I
I
l,
:'
r
II
i
.