HomeMy WebLinkAbout94-00624
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PETITION .'OR PROHA TE and GRANT OF LETTERS
E:\'/a/l' oj ..E:1IJic~K~J-i<:,rclL...u..__..... No. _21-:.~1:.....(P4____
11/.10 kIlO I!'" as __.___......_...._...hh.._..... To:
__.__.__._'.._....__.'__.__."".__h_" Rcglslcr of Wills for thc
_____________.__......._._.... ~ [)('c('(/.\w/. County of _..Cullllxll:lillliL... In the
Sodal S('curity No. ..J.'0-?'!i-8l!.L__.__. Comulllnwcnllh of I'cnnsylvanla
Thc pctillon of thc undcrsigucd rcspcclfully rcprcscuts lhllt:
Your pClilloncr(s), who IS/lIrc IH YCllrs of lIgc or oldcr till Ihc.cx.cs;ut.J:ix.____ named
In thc Ills I will of lhc lIhovc decedent, dlllcd .._............!!['rl I JI., , 19~
lInd eodlcll(s) dlllCd ____....__...!'J0n~!..___
(~IUll' rclc\'111l1 drl:III1Ullll1l'C~, l'.ll. rCllllllclntloll, deUlh (If c~ccutorl cle,)
l?cccndcnt was domlcllcd lit dClllh i~1..._.c.1lI~~!91..]~ncl__'h;-- CounlY, I'cnnsJlvanla, with
h.~sh\~~\~III~~y \17ml~~I~I~I~CSI(~~1~~I~:..:~~:=~fl{&lLl2J:iImJ..01 r 11fJ 10 (South Middleton
(II~1 ~trccl, 1H1Il\bcr lint! IlHllh.:lpalllYI
DCc,fgdm:~Ii.~\n#~vo' t~~~Yit;;'l~~; dlfAl T7T&F-'--------, 19 94
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Execpt as follows, decedcnl did nol mllrry, WllS not dlvorccd lInd did not havc a child born or adopled
aftcr cxccutlon of the will offercd for prohlllC; WllS not thc vlclim of fI killing lInd was ncvcr adjudicated
IneompclCnt: Not illil'll<,;!1h!ilL......................._..___..... ..
Dcccndcnt at dCllth owned propcrlY with cslimnled valucs liS follows:
(If domlcllcd In I'll.) All personlll properlY
(If not domlcllcd In I'll.) I'ersonlll properly In I'ennsylvllnla
(If not domlcllcd In I'll.) I'ersonlll propCrlY In Counly
Valuc of rcal cslmc In I'ennsylvllnlll
silualcd as follows: ~J!QL...
$ UnofJtin\cltecl
$
$
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WHEREFORE, PClltloner(s) rcspcctfully requesl(s) lhe problllc of thc last will and codlcll(s)
prcscnlcd hcrcwlth ,lI1d the grunt of ICllcrs-.l;Qil!;,;1IIl:'illilrY_
(lcslllll1cl1lnry; lldl1llnl.HrullUll C.I.A.; admlnlmallon d,b.n.c.t.a.)
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OATH OF' PERSONAL REPRESENTA'fln:
COMMONWEALTH OF PEN;\/SYLV ANIA lS8
COUNTY OF _ ClJl.lBlmL^ND . J '
Thc pClltloncr(s) IIbOVConnlllcd swcllr(s) or afflrm(s) lhlll thc sllltclllcnts In thc forcgolng pctltlon arc
lruc IInd corrcet to lhe best of the knowledge IInd belief of pctilloncr(s) and that as pcrsonal rcprcsen.
llltlvc(s) of lhe IIbove dcccdent petltloncr(s) will weiland lruly IIdmlnlstcr lhe csl'l\tc according 10 law.
~wfllrn III I(~r lIff1rlll.e.1(lsd'i1d. SUb.SCI'.r1be~d. --.-J.!tl-~11~t--f) 7.j:<lt"(1" l~
c orc mc t liS _._..._..:....._......._ (l~ 01 h.__..__JIJl-,-~. IC .
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/I.( _ ,).) 3 . (' (
No.
21-94- 624
Estate of
DAVTIJ K. ,\HalIYI'
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ;/11] y 20. 19_2.1..., In consideration of the petition on
Ihe reverse sldc hereuf, satlsfa~lory proof having been presented before me,
IT IS DECREED thallhc Illstrumenl(s) dalcd ^tn:il 12, 1994
descrlbcd Ihercln bc admllled 10 probale and fIIcd of rccord as thc 'asl will of David K. Zierdt
and Lcllers 'l'cst\)Jl'Cntarv
arc hereb)' granted to Mario A. 7.iorc1t.
n
pEES
P b L $ 80.00
, ro ate, ellers, Etc, .,..", , ,
Short Certlflcates( )....."". $
~cl~~~~lon "." '" ~ " " .": J~ 'Hl
TOTAL _ $ \'l.\,.s-v
Flied"" .JuJ.v. .20.. ,199A",., ".,..,.,.
John B. Fowler, III - 06273
A TIORNBY (Sup, CI. 1.0. No.)
28 South Pitt Stroet, Carlisle, PA 17013
ADDRESS
(717) 249-8300
PHONE
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Called,attorney ~nd put letters and order In attys file in Prothy, on l-20-94.
LAST WILL AND TESTAMENT OF
DAVID 1<' ZIERDT
I, David K. zierdt, of the Borough of carlisle, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament and revoke all Wills and Codicils previously made
by me.
ITEM I I I direot that all my legally enfOl'ceab1e debts and
funeral expenses, including all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration
of my estate.
ITEM III I bequeath any automobiles or motor vehicles I may
own at my death, my personal effects, such 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 personal
property of like nature (not including cash or securities),
together with any existing insurance thereon, to my wife,
Marie A. Zierdt, providing she survives me by thirty (30) days.
Should my said wife predecease me or die on or before the
thirtieth day following my death, I bequeath such tangible
personal property and insurance thereon to such of my children as
are living on the thirtY-first day after my death, to be divided
among them with due regard for their personal preferences in as
nearly equal shares as practical. I direct that any of the
foregoing articles not selected by such children shall be sold at
public or private sale by my personal representative(s), and I
further direct that the net proceeds thereof shall be
administered and distributed as a part of the residue of my
estate.
....
ITmK 1111 If my said wife survives me (and for the purpose
of this Item III, I direct that my said wife shall be presumed to
have 8urvived me unless it appears unmistakably that she
predeceased me), and if the Federal Estate tax falling due
because of my death will be reduced by making this gift for her
benefit, I devise and bequeath to my said wife, absolutely, the
least amount of assets in my estate that qualify for the marital
deduction as will be sufficient to reduce the Federal Estate tax
to the lowest possible figure after taking into account the
unified credit and all other credits and deductions available to
my estate for Federal Estate tax purposes. Accordingly, I
direct:
A. If the marital deduotion, or any similar benefit
available under the Federal Estate tax law in effect when I die,
is allowable with respect to any property, including property
held by the entireties, which my said wife has reoeived prior to
my death or at my death will receive otherwise than pursuant to
this Item 111/ the value of such property shall be taken into
consideration in calculating the size of the gift under this
Item III.
B. No assets nor proceeds of any asset ineligible for
the marital deduction, or any similar benefit, and no assets nor
proceeds of any asset with respect to which any tax credit or
deduction shall be available because it shall be subject to both
Federal Estate and Federal Income taxes (except to the extent
that such allocation is necessary to reduce Federal Estate taxes
in my estate) shall be allocated to the gift under this Item III.
c. Cash, securities and other property, including real
estate and interests therein, may be allocated to the gift under
this Item III.
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D. Any property included in my estate at the time of
my death and allocated in kind under t.his Item III shall be
valued for that purpose at the value ther.eof as finally
determined for Federal Estate tax purposes; provided further,
that the aggregate fair market value of such property, including
cash, on the date or dates of allocation to the gift under this
Item III, plus the value as finally determined for Federal Estate
tax purposes of all other property qualifying for the marital
deduction, shall amount to no less than the value of the marital
deduction as finally determined for Federal Estate tax purposes.
E. If any provision of my last Will shall result in
depriving my estate of the marital deduction for Federal Estate
tax purposes I such provision is hereby revoked, and my last Will
shall be read as if any portion thereof inconsistent with the
allowance of the marital deduction for Federal Estate tax
purposes is null and void.
ITEM IVI I devise and bequeath the residue of my estate of
every nature and wherever situate to my Trustee hereinafter
named, IN TRUST, for the fOllowing uses and purposes and subject
to the following terms, conditions and provisions:
A. My Trustee shall pay all of the income therefrom to
my said wife during her lifetime in such periodic installments as
she and my Trustee shall find convenient, but not less frequently
than quarter-annually.
B. My Trustee shall be fully authorized and shall have
the sole discretion during the lifetime of my said wife to pay to
her or to expend for her benefit so much of the principal of this
Trust as my Trustee shall deem necessary or advisable from time
to time for the support, health and medical care, maintenance in
reasonable comfort and general welfare of my said wife, taking
into consideration all other income and other resources,
"
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inoluding entitlement to Federal and state pUblic assistanoe
benefits, available to her for such purposes from all sources
known to my 'I'rustee.
C. In addition to the above provisions, my said wife
shall have the power to direct my TrusteG to pay to her or to
apply out of the principal of this Trust in eaoh year, including
the year of my death, an amount not in excess of the greater of
Five Thousand ($5,000.00) Dollars or five (5%) percent of the
then aggregate value of the principal of this Trust. This power
shall be noncumulative and may be exercised only by an instrument
in writing signed by her and delivered to my Trustee.
D. In addition I my Trustee shall be fully authorized
and shall have the sole discretion during the lifetime of my said
wife and with her written consent, unless she shall be incapable
of giving suoh consent, to pay to my children, or to expend
directly for their benefit, so much of the principal of this
Trust as my Trustee shall deem necessary or desirable from time
to time for their support, health and medical care, education,
maintenance in reasonable comfort and general welfare, taking
into consideration the size and nature of this Trust and all
other income and other resources, including entitlement to
Federal and state public assistance benefits, available to the
ohild or children for whom any such payment or expenditure may be
'made for such purposes from all sources known to my Trustee. Any
suoh expenditure for the benefit of any of my children shall not
be treated as an advanoement and shall not diminish the
proportionate share or shares of this Trust to whioh such child
or children may eventually beoome entitled.
E. Upon the death of my said wife, or upon my death if
she predeceases me, this Trust shall terminate, and the then
remaining prinoipal and any aocrued or undistributed inoome
therefrom shall be paid over, oonveyed and distributed,
disoharged of the trust, in equal shares to my ohildren, provided
that the share of any child who shall not be then living shall be
distributed to his or her then living issue, per stirpes, and in
default of any suoh then living issue, suoh share shall be added
to the share or shares for my other children, or their then
living issue, per stirpes.
F. Should any person entitled to a share of my estate
not have attained the age of twenty-one (21) years at the time of
distribution to him or her, the share of each such person shall
be retained by my Trustee, IN SEPARATE TRUST, to hold, manage,
invest and reinvest the share so retained and the aocumulation of
inoome thereon I and to use and apply the income and principal or
so much thereof as, in the sole discretion of my Trustee, may be
necessary or appropriate for such beneficiary's support, health
and medical care, education (including college education),
maintenanoe in reasonable comfort and general welfare until eaoh
such beneficiary, in turn, attains the age of twenty-one (21)
years, at which time the then remaining balance of the prinoipal
and accumulated income of each such beneficiary's share shall be
paid over, transferred I conveyed and distributed to him or to
her, discharged of the trust. If such beneficiary dies before
attaining the age of twenty-one (21) years, such share shall be
distributed to his or her personal representative(s) or estate,
discharged of the trust.
G. If upon the happening of some event during the
continuation of any of the trusts held hereunder, my Trustee
shall hold some portion of this Trust which is not effectively
disposed of under the foregoing dispositive provisions, then my
Trustee shall distribute such portion, discharged of the trust,
to MMI Prep School, of 154 Centre Street, P.O. Box 89, Freeland,
Pennsylvania 18224.
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ITEM VI The following provisions shall apply to the
Residuary Trust created under Item IV hereof and to each share
thereof:
A. In case the income or any discretionary payments of
principal beoome payable to a minor, or to a person under legal
disability or to a person not adjudicated incompetent I but who,
by reason of illness or mental or physical disability, is in the
opinj,on of my Trustee unable properly to administer such amounts,
then such amounts shall be paid out by my Trustee in such of the
following ways as my Trustee shall deem best:
(1) Directly to such beneficiary;
(2) To the legally appointed guardian or trustee
of such beneficiary;
(3) To some relative or friend for the support,
health and medical care, education,
maintenance in reasonable comfort and
general welfare of such beneficiary; or
(4) By my Trustee, using such amounts directly
for such beneficiary's support, health and
medical care, education I maintenance in
in reasonable comfort and general welfare.
B. No beneficial interest under the Residuary Trust,
whether in income or principal I shall be subject to anticipation,
assignment, pledge, sale or transfer in any manner, nor shall any
beneficiary have the power to anticipate, encumber or charge such
interest, nor shall such interest, while in the possession of my
Trustee, be liable for or subject to the debts, contracts,
Obligations, liabilities or torts of any beneficiary.
c. Any income I accrued or undistributed at the
termination of any estate or interest, shall be paid by my
Trustee as income to the persons entitled to the next successive
interest in the same proportions in which they take suoh
interest.
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D. For oonvenienoe of administration and investment,
'my Trustee is authorized to hold the several shares of the
Residuary Trust as a oommon fund, dividing the inoome
proportionately among them, to assign undivided interests to the
several shares thereof, and to make joint investments of the
funds belonging to my Trustee. For such purposes and insofar as
may be practicable I my Trustee may consolidate the Residuary
Trust, or any separate share thereof, with any other trust or
trusts created by me or any member of my family by will or
agreement, and may hold, administer and invest the several trusts
as one or more common fund or funds and make joint or several
distributions of income and principal therefrom, whichever my
Trustee shall deem advisable.
E. My Trustee shall have the power, but not the dutYI
to make such expenditures out of the assets of the Residuary
Trust as it, in its uncontrolled discretion I may consider
desirable in order to facilitate the settlement of my estate;
provided that in no event shall any payment be made for or on
account of any increase in Federal Estate tax reSUlting from
exoess retirement accumulation under Section 4981A(d) of the
Internal Revenue Code. In exercising such power, my Trustee may
pay, in whole or in part, any or all taxes and administration
expenses in connection with the settlement of my estate,
inclUding but not limited to the death taxes on any or all
property included in my gross estate for tax purposes, except as
herein otherwise provided. Any such items may be paid directly
by my Trustee or the funds for their payment may be transferred
by my Trustee to my personal representative(s); and neither my
personal representative(s) nor any beneficiary of my estate shall
be required to reimburse my Trustee for any funds so paid or
transferred.
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ITEM VII All Federal, state and other death taxes payable
beoause of my death with respect to the property forming my gross
estate for tax purposes/ whether passing under this Will or
otherwise, including any interest or penalty imposed in
oonnection with suoh taxes, but not including any increase in
Federal Estate tax resulting from excess retirement accumulation
under section 4981A(d) of the Internal Revenue Code, shall be
considered a part of the expense of the administration of my
estate and shall be paid out of the principal of my residuary
estate under Item IV hereof without apportionment or right of
reimbursement; provided that the funding of all or such portion
of the marital deduction gift under Item III hereof as my estate
shall be inadequate to fund may be paid from the assets of my
residuary estate under Item IV hereof without deduction for any
death taxes; and provided further I that any or all taxes and
administration expenses in connection with the settlement of my
estate may be paid from the assets of the Residuary Trust created
under Item IV hereof as pr.ovided in Item V(E) hereof. I direct
that any increase in Federal Estate tax resulting from the
application of Section 4981A(d) of the Internal Revenue Code
shall be paid by the recipient(s) of such distribution(s).
ITEM VIII All fiduciaries acting under this Wil1, whether
or not named herein, shall have the following powers in addition
to those vested in them by the common law, by statute or by t.he
other provisions hereof I all of which shall be exercised in a
fiduoiary capacity, primarily in the interests of the
benefiaiaries, applicable to all property, inclUding property
held for minors, whether principal or income, exercisable without
oourt approval and effective until actual distribution of all
property:
. tL//? c ..
~ .~ (:pt-
A. To retain and to hold any securities or other
property I real, personal or mixed, including stock of my Trustee
or an affiliate, received from my estate without regard to any
principle of diversification or risk.
B. To invest and reinvest in all forms of property,
inoluding stocks, bonds, funds and other securitias, whether
operated by my Trustee, an affiliate or others, without
restriction to investments authorized for Pennsylvania
fiduciaries, as they shall deem proper without regard to any
prinoiple of diversification or 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 and conditions as they shall deem
proper.
D. To hold property in the name of the Residuary Trust
created hereunder, or in the name of my Trustee without
designation of any fiduciary capacity, or in the naIDe of a
nominee, or unregistered.
E. To allocate receipts and expenses to principal or
income, or partly to each, as they from time to time, in their
sole discretion, shall think proper.
F. To vote in person or by proxy all securities, and
to. become a party to any stockholders' agreements deemed
advisable by them in connection with such securities.
G. To borrow money from any person or institution I
including my Trustee or. an affiliate, upon their bond or
promissory note, and to secure the repayment thereof by
mortgaging I creating a security interest in, pledging or
otherwise encumbering any or all real or personal property as
they, in their sole discretion, shall choose without regard to
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the dispositive provisions of this Willi except that no property
allocated to the marital deduction gift under Item III hereof
shall be so mortgaged, pledged or encumbered.
H. To make any divisions or distributions required
hereunder, wholly or in part, in kind or in cash, and to make
non-prorata distributions of assets in kind.
I. To exercise any election or privilege given by the
Federal tax and other tax laws, including without limiting the
foregoing, the joinder with my said wife in filing income tax
returns, the election of the alternate valuation for Federal
Estate tax purposes I the election to claim items of deduction for
estate tax or for income tax purposes, and to make or not to make
equitable adjustments or apportionments for the exercise or
nonexercise of any such election or privilege.
J. Only after the death of my said wife and should the
principal of the Residuary Trust created hereunder be or become
too small so as to make establishment or continuance thereof
inadvisable I my Trustee, in its sole discretion, may make
immediate distribution of the then remaining balance of the
principal and accumulated income of any beneficiary's share to
the legally appointed trustee of such beneficiary under
Item V(A) (2) hereof I or may appoint and pay such share to a
custodian for such beneficiary under the Uniform Gifts to Minors
Act of any state, without further obligation or responsibility
for such distribution so paid. Upon such termination, the rights
of all persons who might otherwise have a successive interest
therein shall cease.
K. To compromise any claim or controversy.
ITEM VIlli I appoint Farmers Trust Company, of Carliale,
Pennsylvania I Trustee of the Residuary Trust created under
Item IV hereof. A successor corporate banking trustee may be
appointed by my said wife as she, in her sole discretion, shall
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deem neoessary or advisable, and after her death by a majority of
my then living ohildren as they, in their sole disoretion, shall
deem neoessary or advisable I and after their death by any oourt
having jurisdiction over said Trust. Any suooessor trustee thus
appointed, or if my Trustee shall merge with or be consolidated
with another corporate fiduciary, such oorporate fiduciary shall
succeed to all the duties and all the powers, inclUding
discretionary powers, herein granted to my Trustee. My Trustee,
including its successors, shall be entitled to compensation for
the performance of its services hereunder in accordance with its
standard schedule of fees in effect from time to time during the
period over which its services are performed. I direot that the
situs of said Trust for administrative and aocounting purposes
shall be Cumberland County, Pennsylvania I and all questions
ooncerning the validity, conRtruction and administration of said
Trust shall be determined under the laws of the Commonwealth of
Pennsylvania.
ITEM IXI I appoint my said wife Executrix of this my last
Will. Should my said wife fail to qualify or cease to act as
Executrix, I appoint my three children, or the survivor(s),
Executor(s) of this my last Will. Should all three of my
children fail to qualify or cease to act as Executor(s) I I
appoint Farmers Trust Company, of carlisle, Pennsylvania,
Exeoutor of this my last Will.
ITEM Xl I direct that all fiduciaries acting under this
Will, whether or not named herein, shall not be required to give
bond for the faithful performance of their duties in any
juriSdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this 17~ day of Ap~il, 1994.
[SEAL]
"
,'.
',The preceding instrument, ccnsisting of eleven (11)
typewritten pages, each identified by the signature of the
Testator, was on the date thereof, signed, published and declared
by David K. Zierdt, the Testator therein named, as and for his
last Will, in the presence of us, who, at his request, in his
presence and in the presence of each other, have subscribed our
names as witnesses hereto.
--
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COMMONWEALTH or, PENNSYLVANIA" '}
COUNTY OF CUMBERLAND
/e,!). IS . t (.i"- I. 1- I.:":)'
ss:
Marie A. Zierdt
bolng duly sworn occordlng to law, doposos ond says that sho ..is, I~"p,,"tri "
._ 01 tho !:stoto 01 David K. Zierdt
loto 01 -5.0u.th Ml ddlatan...'ln'J/llilhip , Cumborland County, Po., docoasod end that tho
wllhln Is on Invontory modo by her .. tho sold RXPf'Ilt'r, ; x
01 tho onllro odoto 01 said docodont, conslsllng 01 011 tho porsonal property ond rool odoto, oxcopt rool estoto ouhldo
tho Commonwoolth 01 Ponnsylvonlo, end thot tho Ilguros opposllo ooch 110m 01 tho Invontory roprosont II's felr voluo
01 of tho doto of docodont's dooth.
Sworn
ond subscrlbod boloro mo,
March \ l.- ,
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19 95
. d\CVl.U'. Q. ~~ " dl-
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HOTAlUAL SEAL
llOIlNIE L. COYLE, NOTARY rullllC.
IlOllO 01' lIlT HOU V SPRINGS, CUMBERLMID 1"
/I( OOIIlllllS610N EXPIRES OCTOBEP 11 I'~<j'~
6th
t5 Kitsze11 Drive
Carlisle, PA 17013
Addreu
D.y
July
Month
1994
Ooto 01 Oooth
Vu,
INSTRUCTIONS
I. An Invontory mud bo IlIod wlfhln throo months oltor oppolntmont 01 porsonol roprosontollvo.
2. A supplomont Inventory must be 1II0d within thirty deys 01 dlscovory 01 oddlfionol usoh.
3. Addltlonol shoois may bo olfochod os to pononally or roally
4. Soe Artlclo IV, Flduclorlos Act 011949.
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'" Z I- ..J U. :<; ,., " \0 ~ ,.
jj 0 0
I IL ..J :>: n. 111 0 :t.
rl UJ 0 -( 0 ,;. r..
N > Z 0: <(
.., .l:l .. rl
Z 0 0 :> -!J ~ 0\ .
~
0 III Z <I; ;l 0 (ll
<>: 0 0 U
Z w -( ...
n. Ul 'D c:1
c .c:
" 0
... -;:
0 QJ ,.,
I .D .W
QJ r: "
I .. .! 0
" ~ 0
..J U ii: en
G
Inventory of the real and personal estate of
David K. Zierdt, deoeased
"
I. REAL ESTATE.
None.
II. PERSONAL PROPERTY.
Watoh, wearin9 apparel and other personal effeots
(nominal value).
Belvedere Assooiates, balanoe due under agreement
effootive as of 12/31/93 for sale of decedent's
shares of stook.
'$
0.00
91,463.79
Belvedere Medioal corporation, balance due under
agreement effective as of 12/31/93 for sale of
deoedent's shares of stock,
100;00
Banner Life Insurance company,
Polioy No. L00314606, payable to
decedent's estate.
7,777.00
TOTAL PERSONAL PRQPERTY M,
$ 99,340.79
,.
I'
, "
- tg.. t:o;(
() <IJ 10.;
:-:'1 .- I) ..
1"1- r:r. ,
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'OR DAm O' DIATHAnlR 12/31/91 CHICK HIRI
INHERITANCE TAX RETURN ~o~:~f~~~~D!,ISCL,4I."'IIl[J. ...uu___.
RESIDENT DECEDENT PILI NUMIIR ..
COMMONWfAl1tl Of PINNIYlVANIA (TO BE FILIlD IN DUPLICATE "1-04-0',24
Of PARI MEN I 0' REVENUE t:. :J II
tlARRI!~J;~, ~~r,11!o6<l' WITH REGISTER <?F-"~~~LS) . .c.<J.UNrYc.O~E.u. ..... yEAR..... _.NUM8.~.~
OfCfDfNl'S NAME lIA5T. 'IUT, MlO MIDDlE INltlAlI ----]JECfOhH'5 CQMPlEI! ADDRESS
Zierdt, lJilvicl K. 4"' 11 '
~-6CiAr5icliliii1 ~jUMiiR--'---- - - -[OAH or DEAHl "[ii"fEOh'IRiti'" -. ---- J Kl.tnzo DrlV0
._~y'.4.~.2~~~:322'h...n'..n' ._07/0~/941 u .O.5!20~~~_____ CO'"!f~J~1:U~~.~12.~~._-_..--_.---
I" "'''ll(AIllI ,UIVIVI/l(i HOUU' ,wIIIIAU, 'IU! AllO MIODI' III1TIALI SOCIAl Uc,lJltm NUMBU AMOUm ItEC!IV[O ISH IN511lUClION51
Zierclt, Marie A. 162-32-2467 $717,848.85, plLm $7,992.25
..____ _______h..__..________.__._n______ ____ _ _ _ _ _ ____. __ _.____ _ ______._ d~______
~ KII. Original R.lurn ! I 2. 5uppl.m.nlol R.lurn [013. Romalnder Reluln
'" S In Ifo, dalll 0' dealh prlo, 10 12.13,821
!!l!!;~ [14. lImlled E.lale IXI 40. Fulure Inl""1 Compraml.. K15. Fed"al E'lale To, Relurn Required
_ -::I (fo, dalll 01 deoth a/t" 12.12.821
u~.. 1<.1 6. D"edenl DI.d Tlllale [I 7. D".d.nl Mainlaln.d 0 ll,lng Trull ~ 8. Tolal Number 0' Sole Depo.1I8o...
IAllach copy 0' Willi IAllach (apy of T,v,11
ALL COR"'~ONDINCI AND CONPlDINTlAL TAX INPORMATION IHOULD II DIRICTlD TOI
ch I- mm- COMPUTE MAiliNG ADORBS
::!~ .lohn 13. I'ow1er, HI Fowlor, Addams, Shuqhart & HUl1clle
Sf "'''Hor" NUM!!' ..__..__.....__...n__................_____ 28 South Pitt Street
''''00'''.__' =l~]} 7 ~J__?4 9::~ 3Q9c=,=="7~~'=O'=o.=..c,=,.==~~='" ..~~~ 1 !ftL<1!7);J}=,}.7SW,Q,,~='{1\ ~
1. Real E.lale iSchedule AI { I I . . Jilgne .., I : ~~
2. Slacks and BlJnd, ISchedule Bl 121 ... N<?n~ _n<__ - - .. ~r~
N ~
3, Clo..ly Held Slock/Pa,lner,hlp InlerllllSch.dule CI 131 ....Qn.o____.. ..........
None
4, Morlgau" and NollI Recel,oble ISch.dule 01 141 ....h.... .._ .. ........ ..
5, Ca.h. 8ank Depo,lI. & MlteellaneoUl Pe/lonal P,aporly 151 ..91,5.63...79.......__...__.
(5chedule EI
6. Jolnlly Own.d Properly 15chedul. FI
7. T,an,le/l ISchedul. GllSchedula L)
8, T 0101 G,o" A"e" I'olalllnll 1,71
9, Funeral Eopen,o., Admlnl'l,all,. COil', MhcollanooUl {91 ...!~-,.~3~:.l.~_._....___.
E'pen... ISchedule HI
10, Debl', Marloage lloblllllll, lien. 15chedul. II
II. T 0101 Deduction. {Iololllnll 9 & 101
12, Nel Value 01 E'lalelLlno 8 mlnUl Llno 111
13, Cha,lIable and Go,ernmenlal 8oquII" ISchedul. JI
14. N., Value Subl"llo To, 11Ino 12 minUl. Llno ~L_.__.
15, 5paUlal Tran,f... liar dolll a' dealh n/t" 6,30,941
Su lnurucllonl for Applicable Percentage on Reverse
Side, Ilnclude ,alulI /tom Sch.dole K or 5chedule M.I
16. Amount of Une 14 taxable 01 6% role
(Include ,01uII I,om Schedule K or Sch.dul. M.I
17. Amounl of line 14 IOlloble 01 15% role
Ilnclude ,alulI I,om Schedul. K or Sch.dule M,I
18. Prlnclpolla, duo IAdd 10' Irom Un.. 15, 16 ond 17.1
lQ, Crodill Spoulol Poverty Crfldil t8i~bP~6~U'61 958~t61rn' Inlerell
... ........u._. +.. ___.. .....u__ +..u...._....___ -_.._... ...___
20. If Line 19 h 0"01" than Line 18, enl" Ihe dllleren" on line 20, Thll" Ihe OVERPAYMENT,
iii!]
21. If Line 18 I, oreol" I\an line 19, enllr Ih. dllle"n" on Une 21. Thi. I. Ihe TAX DUE,
A. Enler tne In11He11 on Ine bahmce dUll on line 21A.
8. En,er Ihelalol 01 Line 21 ond 21A on Line 218, Th" I. ,he 8ALANCE DUE,
_____0' M.~ke Check Pa'l.~ble '~I Regilt". o. W~lfl, A~!nl
.-. . _ )>~ IIB1URITO ANSWIRALL QUISTIONS ON RIVIRSISIDIAND TO RICHICK MATH '<C <C ' , , ';
Under pdtloltlel of perjury, I declare tnoll nave n)((lmlned Inh relurn, Including accompanyIng Ichodulol and tlalemenh, and to Ini bllt of my knowledg. and b,lI,'
II IIlrue, carr eel and compl.I.. I declare tnal 011 reul ellal. nm be.n reporl.d ollrue marktl value. Declarollon of prepater olhur than the plnonal r'prl"nlollvl It
hClud on all Information of which properer hat any knowledge,
sjo;iAi,m'O"fi~o~i" ilis,6!isIBii" ,ariliiNa-iHuRN-' "".----.Auri~t~\ '"4!3 -of{ ililz-611 '"r)i~Tvc'""'"" ----~--------- -"..-----..--~"-- ~-"---
'Lg,'iRiPf:~f;' ) 1Iif.(~"NfAliir """'" ~;r~~~~.i;' /i~tAl:~~(~t ... ..... ......... 0," ,"j /a/.9~- -
. .. 17 ~, em-lisle, PA.nOH___..U.d.U.U..#.(~..lt?__.__
Mf.Y.'.500 EKt 11;'1")
~it~
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fil
tJ
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z
c:>
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5!
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1-1~""";/~1 'd.lf ,'vi
101,)(" t
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None
{ 61 . 71T'.' ..__u__......._
171 . ' 848~~~___.___.
(lJ 0
...
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)...~
t.'!
\II
809,412.64
I q I
(10)_.~~.&!~ 4L_...__...
1111 .~3,571.~_._.
(12) __ 72.~B4! .10
113) None
{141. 725,841..10.
725,841.10. 03 21,775.23
1151 ....,........___...._...00_..._._.. K, _... .__.__....____. --__
{16Ioo..__.D,00.... .....uon..K .06. ._....__,O-,.QQ___
0.00 0.00
...K ,15. ...__..._._______...__
{171 . ...
{181
21,775.23
(191
120)
19,000.00
Clli'ck 111'11' If you (lfl' fl'CllU".llIlU (l r('funcl of your O\lfHIHlVI1ll't1t
2;775.23
(211
121A)
1218)
6: ()o.--._.n.
oo2;775::n""''''_uoo
Bstnte of:llftVid K, Uordt
Soo Soo *1 104.26.8372
Oatil of Dllathl 07/06/9/.
Oontitluation of Sohedule ,H.O
(Hhoullanoous EKponsos)
. ,-
Itom
*
DOIoription
Amount
--------..-...-----..-
8
Hario A, Zillrdt, (l,KooutriK, 1:0 imburso tolophone,
t.ravel, postago and out'of'Jloo~ot oKpenses
(OItlmatlld) ,
250.00
9
Nnt.nr~ fees.
llesorvo fat. Aooounting, 1l010nsos I
mall I oto . (osl;lmnl:otl) .
25.,00
10
I
oortifiod
.,
475.00
.'01.. ~...... .. .. .. .. .... ..
1.'.
750,00
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0... 'A A" '.02"0 1'.1 ' COMMQNWEALTH OF PENNSYLVANIA
NO. ," DI'AIlTMINT 0' .IVINUI
OPPlCIAL ~ICI'PT . '~NNIYLVANIA INHERITANCE AND ESTATI TAX
'1I~1I""lj,..,
*
-.
RECEIVEO FROM,
I
ACN
ASSESSMENT I!'
CONTROL IW
NUMBER
AMOUNT
FOWLER JOHN BIll
ae a PITT STREET
~1.
lli!,173.t!S
CARLISLE PA 17013
ESTATE INFORMATION~.
f:II FILE NUMBER
U e1-1994-06C!4
m NAME OF DECEDENT (LAST'
m ZIERD'f DAVID K
II DATE 0 PAYMENT
/Ob/tI'S
m POSTMARK DATE
COUNTY
CUMBERLAND
DATE OF DEATH
07106/94
REMARKS MAR I F. A Z I ERDT
c/o JOHN 9 FOWLER
CHECK" 153
SSN 194-e6-SS7p.
IFIRST) 1M I)
.
T
fa ITOTAL AMOUNT PAlO
.e,77'S.es
DO
111 ESQ
REGISTER OF WILLS
"II'J ( I
RECEIVE!) BY I_f. J '/.( .-. ~ .VI H.
. 11(1 lUi \, :-Ii
MARV C. LEWIS ,,~' ~: ')'f':J
REGISTER OF WILLS ' \
SEAL
,
I '
. '
"..T'".--,--'-,---------.-~~~-.-- -~--._-- --- --.- ..- - .-- ...- -- -..----;.--,i--- -;----,.--.,
'~I' . " ,
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,l
"
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.
.'- .........-
0_' .,..... -._.'_'_': H---....... Itr ....r""""~_.~..,
\
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. , '. ' ,
- - -~ ---.. .'- ..- -.. ----. ,.-... ~-- -......--. ..... ~..-.. .....- _.- .-. -.. ----- --- - - - - -- -- - ----
RECEIVED FROIII,
f3
m
AMOUNT
FOWLER JOHN 8 III
2S S PITT STREET
--'--reil
.1 El-;-O!5(). 00
CARLISLE PA 17013
'(NDH'"
E$TATE INFORMATION:
fa INUMm
II
II
B ~---
SSN 194-26:",9:372
--VI
el-1CjlCjllt-O~e4
.liME OF DECEDENT IlA5T)
2IE~DL DAVID I<
rnvMr'Nr
UN Y
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
~.,
,. ,
, C" ,J'
RECEIVED ~{/ ;
.19.050.00
MARIE A. ZlERDT
SEAL
CHF.CKII 176
'REQIBTI3R OPWILLS
~~--'--~-~--~,-~-~--------------~--T
II , "
I '
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"
"
ri":
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-"-. -....
I --_........~d... '... _-~f~.-:''',
,
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REV-1547 EX AFP 112-94*l j
COHHONWEALTH Of PEHHIiVlVAHU ACN 101
DEPARTHfHT OF REVEHUE NOTICE Of INNERITANCE TAX
!UREAU OF IHDIVIDUAl TmS APPRAISEHENT, ALLOWANCE OR OISALLOWANCE
~mis:~~::'p, 11111-0601 Of DEDUCTIONS AND ASSESSHENT Of TAX DATE 10-2-9:,
ESTATE OF- DaVTCi K. Ziol:dt=< ~==.=. -,,<==~~=- FirE'NO. =ZT97.':'(jl)'2/, -===
DATE OF DEATH 07-06-9/, COUNTY Cumborland
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTlON Of TIllS fORH WITH YOUR TAX
PAYHENT TO THE REOISTER Of WILLS, HAKE CHECK PAYABLE TO "REGISTER Gf WILI.S, AGENT"
REMIT PAYMENT TOI
JOHN B FO~ILER I II
FOWLER ADDAHS SHUGHART AND RllNDLI';
28 S PITT S1
CARLISLE PA 17013
ReginLor of Willa
Cumbol'lllnd COUll Ly COlll'thollOO
CUl'lio1o, PA 17013
t.
AMount RIo! ttld
l
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v: iilCj7 -EX -Ai: ii -f i '2-:94-; -NOT i cr' of" "iN'HEii i;: A N"cE - TAX - A"P"piliiis EifENr; -A tl"OWANc E - OR - ---- - - - -.. - - - - -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF David K. Zierrlt FILE NO. 219/,-062/, ACN 101
TAX RETURN WAS, ( ) ACCEPTED AS fILED IX) CHANGED See
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ill returns assessed to date.
ASSESSMENT OF TAXI
15, A.ount of Un. 14 It Spou..l rlto (15) 717,8/,8.85
1&, A.ount of Linl 14 tl.lbll .t Lln.II/CI... A r.t. (1&1
17, A.ount of Lin. 14 t...bl. .t Coll.tlr.l/Cl..1 B r.t. t17)
18, Prinolp.l T.. DUI
TAX CREDITS I
PAYHENT
DATE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RE'TuiiN BASED ON: Ul'lglIl!\l
1. RI.l Eot.tl (Soh.dull Al
2, stook. .nd Bond. ISoh.dul. B)
3. Clol.ly HIld Stoek/P.rtnlr.hip Int.rl.t (Soh.dul. CI
4, Hortg.g../Not.1 Rloli..bl. (Sehldull 01
5, C..h/Slnk Dlpollt./HI.e. Plr.on.l Prop.rty (Sehldull E)
&. Jointly O.nld Proplrty lSeh.dul. f)
7. Tr.nlf.r. lSohodul1 G)
8. Totll AI..t.
(1) Nono
(21 Nono
131 None
(4) Nono -
151~,563.'/9
(&) None
I7l 71'1,8/,8,85
18)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. fun.ro! Expln.../Ad.. Co.h/lll.o. Expon... (Soh.dul. HI (91
10, Dlbh/Hot"tglg. LhblliU../LI.n. (Sohldul. II 1101
11. Totol DlduoHon.
12. N.t V.lu. of T.. Rlturn
13. Chlrltlbl./Govlrn.lnt.l Blqu..t. tSehldul. Jl
14, Nit V.lu. of E.t.t. Subjlot to TI'
28,936.12
5/,,635.1,2
Ill)
(12)
1131
( 141
NOTE:
x.03'
X .06.
X .15.
(181
RECEIPT
NUHBER
DISCOUNT (')
INTEREST I')
AHOUNT PAID
10-6-94
4-6-95
950.00(+)
18,050.00
2,775.23
HH9130/,4
AA023011
lHfCl'edit may be applied to compromise
ta.x ACN 102.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
DATE 10-2-95
!\ t tuched
809 ,/,12 .61.
A'1 r /)71.'1/
7/<; ,RI1 .10
None
7:Jt; IR~ 1.10
21,535.47
21 . ",S .1,'/
21,775.23
""239.79cl'.
. If PAID AfTER DATE INDICATED, SEe REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
( If TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED,
If TOTAL DUE IS REfLECTED AS A "CHEDlT" ICR). YOU HAY BE DUE
A REfUND, SEE REVERSE SIDE Of THIS fORH fGR INSTRUCTIONS, I
, ,
,.
\/ :'1
,.d.
,_(:i.
RESERYATION, EI'_'I' of dlc.dlnts d~lng on or bl'ar, D,c"b,r 12, 1982 .. If any lutur. Int.rl.t In thl ..tat, I. transflrred
In Po.....lan or ,nJoy.,n' to el'.. . (col11',rll) bln,flel,rl,. of thl dlcld'nt .'t,r thl Ixplratlon 0' any ..tat. for
Uf. or for Yllr" thl COlenlllllllth her.by IlCprll.h r...rvII the right to appral.. and ....11 trlntflr Inhtrltlnc:ll TIle..
It thl 1'~ful el... I (00111',re1) rat. on .ny ,uoh lutur. Inter..t.
PURPOSE OF
NOTICE I
To fulfill thl rlqulrl..nt. of Slot Ion 2140 0' thl Inherltancl and Eltlt. rllC Aot, Act 22 o( 1991. 72 P.I.
SlaUon 2140.
PAYHENT,
Dttach 'hi top portion of thl, Hotlet and ,ub,lt with your pay..nt to thl Rlgllt'r 0' Will, printed on thl rIVlr.. .Ida.
....Hllk. ohlck or .onlY order pIY'ble tal REGISTER OF MILLS, AGENT
All payalntl rlcllvld 'hall flrlt bl appII,1J tc any Intar..t whj~h eay b, due with Iny r'''lnd.r IPpllld to thl talC,
A rlfund of a talC erldit, which wa. not rlqul.tld on the TaK R.turn, .ay ~. r.qu..t.d by ao.platlng In "Applloatlon
for Refund of P.nnsYlvanla Inhlrltanc. ar~E.tat. TaK" (REY.1313). Applications Ira av.llabl. at thlOfflc.
of the R.gl.t.r of Will., any 0' th. 23 Rlvlnu. Dlltrlot O'flo.., or by calling th. .p.alal 24-hour
.n.w.rlng ..rvlo. nueblr. for 'or.. ord.rlng, In Plnn'Ylvanla 1.eOO-362.20S0, out.ld. Plnn'Ylvanla Ind
wlthln local Harrl.burg ar.. (717) 787.1094, TOO. (717) 772.2252 (H..rlng r.palr.d Only),
REFUND (CRI.
OIJECTlOHS,
Any partv In Int.r..t not .atl.'l.d wIth the ftppr.l....nt, Illow.nc. or dl.allowanc. of d.ductlon.. or ........nt
01 tilt Clncludlng dhoount or In\eruU II Ihcwn on thll NoUo. au.t obj.ct within Ibty (601 dau (Jf r.e,lpt of
thll NoUe. bVI
ADHIH
ISTRATlYE
CORRECTIONS.
-~wrltt.n prot.st to the PA D.part..nt of Rlvlnu., Board of Appuls, OIPt. ZllOZ1, Hlrrhb\lrg, PA 17121-1021, OR
--Il.otlon to h.vI thl .att.r det.r.ln.d at audit of the account of the Plr.onal r.pr...ntatlv., DR
--app..1 to thl OrPh.nl' Court,
F.otual Irror, dl.Dov.red on thl, a.......nt .hould bl .ddr....d In wrJtlng tal PA D.part.ant of Rlv.nut,
Bur.au of Jndlvldual Tax.., ATTN, Po.t ........nt R.vl.w Unit, O.pt. Z10601. H.rrl.burg, PA 1712e~0601
Phone (711) 717.6505, S" p.g. 3 0' the booklat "In.truatlan. for Jnh.rltancl Tax R.turn for a R.,idlnt
Dlaadant" (REY-IS01) for an .xplenatlon of Id.lnl.tratlv.ly correotabl. Irror..
DISCOUNT.
Jf any tlX due i. paid wIthin thra. (31 aal.ndar ~onth. after thl dlcldlnt'. d..th. a flvl plrClnt (S~I dl.count of
the tax paid I. allow.d.
IHTEREST,
Jntar..t I. charg.d blglnnln; with flrlt day of dlllnqulnoy, or nJn. (91 lonthl and en. (I) day fro. thl dltl of
dllth, tu tha dltl 0' Ply..nt, Tax.. whJch b.oa.a dallnquent blfo" January 1, 1982 bur Inter..t It thl r,ta of
.Ix (6iO pare.nt par annul caleulatld ct . dilly rate of ,000164. All t"x.. which blea.. dlllnqul'lt an .nd Ifttr
J.nuary I, 1912 will b.ar Intlra.t at ft rat. which will vary fro. cal.ndar ve.r to cal,ndar yaar with th.t rat.
anncune.d by thl PA DIPlrt.lnt of Rlvlnu.! Thy apptlcabl. Jnterl.t rate. for 1912 through 1995 aral
'!!!r Jnt"l.t Rat. Dally Interu' Fftctor ~ Jntar.. t Ratl Dl1lly Jntarllt Faotor
1912 20% ,000Ma 1917 ,,~ ,0002.7
19U 16% ,000.36 1988-1991 11% .000301
196. m .000lOI 199? 9% .0002.T
1915 U% ,OOOl56 1995'199ft 7% ,000192
1916 10% ,000274 1995 9% ,000241
.-rntarut I. oalaul.tld II followII
INTEREST. BALANCE OF TAX IINPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlne I.,uld .fttr tha tax blca... d'llnqu.nt will r,fllot tn Inter..t calculation to fl,t.," (IS) diY'
blyond tha d_ta of th, .......Dnt. If Ply..nt II lad. 1ft., tha lntar..t oo"putttlen dU, .hown on th. '
Notlc., additional Int"..t IU.t b, o.lculattd.
.pt,.tn',., Iq ,.M ,,,~,,ul 1.UOn IpptI "~nOH
"f' uo ~I I,'p UGn"ncIIMJ~ \..""UI 14\ "'U' ~. " ,UNAld II .'UN...... IlU '0 .,.p lMll puoAlq
U.p nu UHUlI 0' UOn.tn3,,, ,II.I',U, '" \~'H'" III" ,u.nbUllIP ",o)lq lill' lMll .IIU_ JMnll' 13nON .<uy..
SOIOVJ ~S3.3~NI A1IVO X ~N3nbNI'30 ~Ava JO S31NnN X OIVdNn XVl dO 3~NY'Y8 . ~83S3~NI
IIU110' II pe"ln'1" " ,.."O\UI..
moDo' 1.& U&I .11000' YoOl "61
161000' Y.l "6H661 'UOOO' Yon U61
1.1000' 1.6 1661 moDo' Yo1t 9f61
mooD' Yo1t 1661.91&1 fl.OOO' Yo'I 1961
191000' Yo& 196t toUOO' YoOI 18&1
JO,OtI.:I \""',UI 011"0 I"t! ,..JllU! JU,\ .I0'Olj ,'IJI,UI AI"O I"t! ,1I.lI,UI .IleA
".II 1661 ~no.HU Zt61 .101 "".I ,II.I"U, 1'~3I1ddl 14! 'IOUI"ltI'O ,u..,.IldIO "d 141 .<q pe3unOUUU
IlIJ '141 4\1" .III'; Jlputl" 01 JIU Jlpu.fn ~J' '<..I^ Ill" 4'14" 1'1" I 'I l".lI,ul .Il1q 'II" "61 '1 .<Jllnuer
.11"1 puI UO ,utnbUlllP ...,.q 4'14" 'IM'l tt, '~91000"o 1'1.1 A111P I 'I pt,'ln'II' InUUI .lId 'UI~.Ild (1.9) MI'
'0 1\1.1 lMll \1 ,'IJI1UI J'~ lt61 '1 A.llnuvr IJO,lq ,UlnbUll1P ""Iq 4'14" 'IMI! ',u..Ald,o I"~ ~l 0' '4,.IP
'0 Illp ~l 10.1' Alp (1) IUO put '4'uo. (61 lUlU .10 ''<~nbUllIP '0 Atp ".II' 4l1" au,uuIDlq ptOJIl.j' ., \.IJI,UI
IIIlUIHI
'pt"Otll II Pled Mil '4' '0
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'SOS'.lfl llW
IUCKfd '1090.'ZUl Vd 'lI..nq'IJJIIl '109011 'ldlO 'Hun ",'''ltI lUt......' ,lad Itun '..lll! 1lopl"IPUI '0
nelJhj 'Inue"'t! '0 'UH'JldlO 'd 101 p'1.I.lPPU Iq Pl001.l1 "I'oU 1'1.11 uo ptut11UO' '.10".11 lIu,p..tOI.. luoll.lno 101 Aldltl
1 U<<1O)510
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l'U.l\t'lluued Ipl"no '0!i0l~19S.008~1 1,U."T'<llJUId ul lGuIJIP"o 11"0, .10' 1..lqttnu "'''''" BoP'''IUI
JOO\.l~~t 1.1UlI1JldtO lij' to.., .10 '1)1"0 1)1.11'10 lnu."I~ [1 141 '0 Auv "111" '0 "I'I,II'~ 141 fO "1"0 141
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ua IU,\11D100 Aq PI,llnbl" Iq AI' 'uJn,ltI Kll 141 uo pll.IRbI.. 10U II" 4'14" 'llpoJ' Mel I '0 pun,IJ , l(~)) ONn~lH
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'1'19.m lilt>
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nll""1 'InUIAltj '0 'UlI,"ldtQ Vd 10' pe"IJppI Iq p,~ '31'00 '14' uo Pluf"U03 IJOJJI BUIP.lleIJ ,uof,'IOO 10! A'd3tl
IINno>tIO
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"n04~~Z 't'uet~Jldla '4' 10.1' JO """0 "1""'0 lnut^'ij 'Z 14' 10 Aut lilT'" '0 Jll'111t! 14l 'a l'l,jQ 141
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UI IU1,lldlo, Aq P'lltnblJ eq AI. IUJn,IH 1C1t! 14' uo Pll"ob." 'OU II" 4314" 'llPIJ) MIl It '0 pun,IJ V I(~~) ONnJitl
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'IPI' II"'^IJ '''I' uo PllUI"d
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t.lOGO' X6 ll61 "5000' XO! Z161
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~d ~, ~q pe:HmOUUD 1'1" '14' ~11" "leA JlpUlII:l 0' "I'A ,,1pUI11:l 10'" A"I^ l1t" lpl4" 1,101 . ,II ~""I'U'
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'l~lA'UUld '0 pun,IH JO* uol~':lllddyw UI Iul,.,dIa:l ~q PI"tnblJ Iq All "pI,,:I k" II '0 ~'J .
1(11:1) lIMf1nl1
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'1N3IlV ' 1'l1IM 40 113.\110311 IUI 'I""'" J'pJ' A""'. J' _, ....N ..
''P'' If 011"101
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IlNlNAYd
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'S'd 'Zt) 'l66t 10 It: \oy '~3Y K1tl I~'\I] pull .000\1J'4UI 14' '0 (q) 5ttz lJOJ.\oes '0 "UMlJlnblJ MA HUlnl 01
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PURPOtl! 01'
ItOTlCli. To fulfill lho r"",lr_11 0' seollon 21U (b) of tho IMerlt.... end ElI.I. T.. Aol, Aol 22 of 1"1.
(72 P,I. tIoUon 21411.
PAYMIHT. Dolooh till tOfl porllon 0' Ihlo Noll.. end ......It with YG<Ir PI_I to tho Rlllol.r of WIlIo prlnled on till
reVlrM ,Ide.
.. Hole. .- or ...... ordor PI....I. 10' REOIBTEI OF MILLI, AClC1fT.
All p._to r_Iv.., _II lIIoppllocl 11"1 10 on. Int.rlll ""Ioh .. III WI with ...v r_Indor oppllocl 10 tho I...
RUtHI CCtth A rl~ af I tl)C C1r~Jt "Y be reque,ted bv c_lIU", WI "AppllceUon far Rlflnt of "-"".vl","I'
Inherit.... end E.I.t. T.." (REV-ISIS). Applloollon. .r. IVIIllbl. .t lho O'fl.. 0' lho RIII.t.r of Will.,
MY of the U ".venue Dhtrlot OfficII or fra thl OefNtrtlMtlt'l Z4.hour W1lW1rlne ..rvlCI ruber, for fOrll Qrdtrl",1
In Ponneyl..,l. 1-100-362-Z050, oul.ldo Plnnl.lvonl. end within 1...1 Hlrrloburl .r.. (7171 717-1094,
TOOl (7m nz'ZZ52 (HI.rllll 1....lrocl Onl.).
OlJliCTlDNI.
AnY p.rtv In Int.rllt not sathfllet with the ........"t of tax .. shoifn on thll notlal ..v object wUMn
.1.1>0 (60) do.. of r...lpl 0' Ihlo Noll.. bit
....,rIU." pro tilt to the PA DIp,rtMnt of AtVltlUl, IGlrd of .."..11, Dept. 211021, Herrllburg, PA 17111"1021, 01
.....leoU'" to NYI the uUtr deterll,,*, It IUdIt of the pertonll repr..",tltiYl, OR
.........1 to thl Orphtnl' Court.
ADMIN-
IITRATlI'I!
CORRrCTlDNI,
FlOtwl .rrort dllOOVlred on thlt ..H....,t Ihould be IddrllNd 1", wrltlnt tcu PA DlplrtlMtlt of Rtwnut,
IYreau of Indlvlduel TaAI., ATTNI Po.t A'lIllIIftt R.vl... unit, Dlpt. 210601, Herrllburg, PA 17121.0601,
"'- (7171 m-6505. ... PlIO S of tho _101 "Inltruollon. for Inherit.... ,.. R.lurn for. Rllldcnl
Deoldent" (REV-II01) for In IxpllMtion of tdllnlttrltivl1Y corrICtfbl1 error..
IIITtRllIT,
For det.. 0' dMth on or Ifter U.S.'l, Pem1YlV1f111 Eltlt. T. bind on ttM 'ederel Eltltl Till(
rlturn bIooMl delinquent It thl IxplrlUon 0' nine (ot) IlOtlth. fr" the det. of dMth.
"'or ct.tll 0' dHth prlar tD 10-S.91, Pem.Ylvtnll E.hte Tlx biNd on the Ftdlrll Eltetl Tax rlturn
boo_. doll"..,.,1 .1 the IKPlrollon of .llIht_ (Ill _Ihl fr.. lho d.l. 0' ....th.
TI)CII whIch McIM delinquent bI'or, JW1UIry 1, 1912 bur Intflrllt et the ret. of .Ix (6~) Plrcent per .."..
OIloul.tocl .1 . doll. r.t. of .000164. All I.... ""Ioh _ doll_t on or .fter '*""''' I, 1912 will ....r
Int.rllt It I rltil which will wry 'rOIl c.l"'r Vllr to OII__r weir wIth thott rltl IMCMI'IOId by the PA
Dtp.rt..,t 0' Rlvlf'lUII. TM eppllclbl, Interllt ret.. for ..., thrOUltll"llrll
V.r Int.r..t R.tl D.Uv Interllt Feotor ~ Inter..' Rlt. Dlllv Int.r,.t FlOtor
-
1912 III .00014' 1917 n .000247
1915 16.1 .000451 1911-1991 In .000501
1964 m ,000501 1992 9X .000247
1915 IIX .000556 I99S-I994 7X .000192
191A lOX .000274 1"- 9X .000247
...tntlrllt It cltwlttlid II '0111*11
JMTEIlEIT · UUHCB OF TAlC I1H1'UD X HUTlIEll OF OUI DBLJ"QIIEHT X DULY JHTEllEIT FAt'l'OI
--An. NoUo. IlIuocI .fl.r lho t.. boo_. doll"..,.,t will rolllOt on Inlerlll OIloul.Uon 10 11'1_ (Ill ....
beyond thl cfIt. 0' the ....."Nnt. If PI~t II ndt Ifter thl Inter",t COIpUtlUon ct." IhcMIn on the
Nollo., ocIclltlonol Inl.rllt IUlt III OIlcul.locI.
IJj-~,]3 -1'/
IUREAU OF INDIVIDUAL TAKES
IHlERITAN(E TAX DIYlBlllfl
W.PT. IIOID!
HARRISIURO, PA 11111-010\
COMMONWEALTH OF PENNSYLVANIA
nEPARTMENT OF REVENUE
INHERITANCE TAX
RICORD ADJUSTMENT
DATE
ISTATE OF
DATI OF DIATH
FILE NUMBlR
COUNTY
ACN
c/
JOHN B FOWLER
FOWLER ETAL
28 S PITT ST
CARLISLE
05-06-97
ZIERDT
07-06-94
21 94'0624
CUMBERLAND
101
A.ount RI.ittld
III
PA 17013
;,"
"..
1n.1I1I U ." In.HI
DAVID
K
MAKE CHECK PAYABLE AND REMIt PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To In.url proPlr orldlt to your .ooount, .ubllt thl upplr portion of thll forI with ~our tl. pIYllnt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iliV: i5'9-:i-iir AFP- - i 03-:97)---- --iii -j HilER i"fAiiifi - TA-li -RECORD- - Aoj-uiTifiHr-li.. - -- - - m____m_' .-- -- - - - - - --
ESTATE OF ZIERDT
K FILE NO. 21 94-0624
ACN 101
DAVID
AOJUSTHENT BASED ON.
VALUE OF ESTATE I
BOAQD OF APPEALS REFUND
1. RI.l E.t.tl (Soh.dul. A)
2. Stook. end Bondi ISohldull BI
5. Clo,"ly HIld Stook/Plrtnlr.hlp Intlr..t (Soh.dul. CI
~. Hortg.g../Not.. R.o.lv.bll ISoh.dul. D)
S. CI.h/lenk Olpo.It./Hho. P.rson.l Prop.rty ISoh.dul. E I
6. Jolntl~ Ownld Prop.rt~ ISeh.dul. FI
7. Tren.flr. (Soh.dul. 0)
e. Total A..lto
DEDUCTIONS AND EXEMPTIONS I
9. Fun.r.l E.p.n..I/Adllnl.tr.tlv. Ce.t.1
HI.o.ll.n.ou. E.p.n... ISeh.dul. H) 191
10. O.bt./Hertg.g. LI.bllltl../LI.n. tSohldul. II (10)
11. Totol O.duotlon.
12. NIt V.lue of T.. R.turn
15. Ch.rltlbl./Oov.rnl.nt.l a.qu..t. (Soh.dul. J)
l~. N.t V.lue of E.tat. SUbj.ot to T..
TAXI
IS. Alount of Lln. 14 .t Spou..l r.t. (lSI
16. Aoount of Lln. 14 t...bl. .t Lln..l/Cl... A r.t. 1161
17. Alount of Lln. 14 t...bl. .t Coll.t.r.l/Cl... I r.t. (17)
Ie. Prlnolp.l T.. DUI
TAX CREDITS I
PAVHENT RECEIPT DISCOUNT (+ I
DATE NUHIER INTEREST IPEN PAID C-)
.00
.00
,00
,00
91. 563.79
.00
247,000.00
Ie)
UI
12)
15)
(4)-
IS)
161_
m
DATE 05-06-97
338.563.79
28,936.12
54,635.42
lll) 83 , 571. 54
(12) ?54,992.25
em _ ..J!J!.
1141 254 ,992.25
247,000,00K.03"
.OOX,D611_
.00K.15'
(18)
AHOUNT PAID
10-06-94
04-06-95
370.50
.00
18,050.00
2,535.44
MM913044
AA023011
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
7.410.00
.00
,DO
7,410,00
20.955 ..'1.4
13 545.~4CR
.00
13,545,94CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION ~F ADDITIONAL INTEREST.
IF TOTAL OUF. IS LESS THAI: U, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAV IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.)
) 4 - J..)'.:, ,~ lY
(J5) ~\
\1
COKPROHIBE TAX AGREEH1lHT
;:/- 9 t/ 0';; Y
A Compromise Tax Agreement is hereby offered this 2nd day of
October, 1995, by the Pennay1vania Department of Revenue, hereafter the
"Department", to personal repreaentatives, hereafter the "Representatives",
of the Estate of David K. Zierdt, late of Cumberland County, Pennsylvania,
and who died on 6th day of July, 1994, (File Ho. 2194-0624).
TO WIT 1
The Department has offered to compromise the tax due on all future
interests in the above eatate where the tax rate could not be established
with certainty for the amount of $239.77.
The Representativee have accepted the Compromise Tax amount of
$239.77, and
The Representatives hsve egreed to pay the above Compromise Tax
amount, plus any applicable interest, within sixty (60) days of the date of
acceptance of this Agreement, and
The Representatives hereby authorize the Department to apply to the
above Compromise Ta,.., any and !Ill existing Pennsylvania Inhel'itance and/or
Estate Tax Credits in excess of the inheritance tax due in ths above estate
on all current interests as well as on all future interests where the tax
rate has been established with certainty, and
The Department agrees that payment of the above Compromise T.x in
full, including applicable interest, within sixty (60) days of the date of
acceptance of this Agreement, will constitute full payment of all inhe-
ritance tax otherwise due on the transfer of the future interests considered
in this Compromise Tax Agreement and, consequently, no additional assessmsnt
will be issued, and
This offer is made subject to the condition that acceptance thereof
must be received by the Department within thirty (30) days of receipt of
this Agreement by the duly authorized estate Representatives reported on the
Pennsylvania Inheritance Tax Return.
The Representativea hereby accept the above offer and agree to the
terms thereof this 9 tf day of aTl)/1<-7t , 19.2L:...
Accepted for the Department of
Revenue
Accepted for the Estatel
1
Director
Bureau of Ind vidual Taxes
Trust va~~c~~
10/2/95
;72," /' '/ '/
c. -' /:JI (/ / / ~l""/
(Rep~e~ ative)
r-; c.AoutU4
10/2/95
(Representative)
S-IT1INH37
81amml418
R4{)/~ Or WItt/'