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Home My WebLink About94-00770 This i!t ILl ft.'nit)' t!1;If thl' illJOrln.llhlll ht"!"t., J.:in.'1I is WI l'l'l t1r IlIpll'li lIulII ,," Illj,~ill.d u'r1iril'.lIt.. III dt'.llh dul}' filt.d witla 1.1ll";11 Hl'gislrM. Thl. 01 iglll.lIll'nilil.lh' will he 11l1'\\'aldt'd IlIlht. SUit. Vil.d Ht'l.l,d.. (Hlil(. 1m f1l'1'lIl;lIWIlt WillI-:. WARNING: It Is II1og8110 duplicate thIs copy by pholostal or pholograph. Ft'l' rur this tl'rrifk.lIl:, 52,00 2420380 --------------- Nu, . "'~'''''h '.., IIIl.itS !~~. ~.'.~~':~~-t~~\~.~e.u LtltillllcJ.:listrur AUG, 2 9 1994 ..-~----~--_._---- 1>.lle ." COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OFH~ALTH' VITAL RECORDS CERTIFICATE OF DEATH (Coroner) '" ,. t If .... ...~H'..., H' ,Male "'-... ......r........'~._.......,._..-,....._ :oou.u~ __0 "-'e .~. .. -- ..... -......' ."O::....ft(:.:::" loICl'HlIl...AUf(l.. "'_u_",,- , Margoret Ryo ....on"'.~o;.~i AI 'i5'rlu~arlon'te;'ter, ~~...... or'townee'OskOFs lne-Cremation Sorvice ......1.0... .OI'IO\! y a 219 N. Hanover" o '.l'~ '" .. ~, . J UI~O ,.~ ~t 1958 .......uw.._ "'"..........."c..,...' -~ . .. "" Penn , . ..O' fI...;.~:.;.~~~,';l.~ , self emplo ed OI.Clt'IIIIl'...A...'.......OOIIn.IS...c....,."..,,.....(ee,,.. OICCDlN ACTUAL "fllOf.'<<:l "............-. 00'........., n H...... 2 Station Rd. Uewvill.. PA 17241 '.O....."'I...........,.,U..' , avid Lawrence Purdy "s v 1 a"t. f:>urdy ll.o~,[j ,_...l~:i II._........._D l)o.,l'\.rloe<", -C.m '" .ut AM pr . A' '" .0.1_ ,..... P.", Au uat 25, 1994 ""'.........-.....,... 1"'~.tU'_..,_.....,........_I.._t..... 6.30 11,''''"'' I.....'.........t.........oo............_,......u_,.....,,~ ~<......._lh..OOI..<.._ . Snvc>re lIeud Trauma --fK'ITO"""'A-:;i:6T.'iT1'.iiloiUT.I, I Hul ti.Elg Trauma -~-iiUi IO,(lI',;,.rto'UQ1.1W:' or, . t-lotor Vehiclo Crash Ouf lO'L"'''~'({''''''''hJ'' .f {.II . ..-,:....uf(lI',....t>>oQ ...........,l'tbOtIro CO"''''f'<l''OJC'u\l (}1M"'" "'........01 . ""Ihl-"_ ~'A,"'CU""f'Io\J""11l 160-54-3529 O4I'OIP1AIIOI_.l'lI......, .August 25,1994 - "'''''., Al;.A-.._........_.... ~.., Whi te . ,..,......-.0 IOO\.'U Valerie ~atr1C1n 5 urdon Jill .,,.[1'.....__....... Penn -. -. PA 15759 .. .. . 'OCto. HV"''' , York, York Co., PA mae- 0 uner. ome .. Drllsle. tlA 7 lJ . WIl" "0 ..0 ....-, ............,_. '_......ilo... "."". Or............"".___............lIl.... ...."......."'IIIt---,....U...~"".II'. -- ................'...- ~""''''-- D"01"'JUny ""1 01 IOIJUIIy ........0.,_, Aprx. g ~ug. 25,1994 fI,.30 P. . o 1'\.0(1 WJuIIl'. _._,""_,1.......,"'.... ~...~ Rural Road - rJ X IJ "'II.... "'ee_ ..u I... Li ...... " "" u. 'IIII"..II,O....~.........! .Ull1"YPoQ...""",N,....,...,-,....,"",....."...... .....--I.........~...,............"",..""....,<<~__,JI ,.......",.,..,,-"'. ..1l~..._._.......U.III........._...I..... .'lIOOoOuNC".ll'..OC.II''''lNG'..,.I(;,.",........,..."....,.''''''>;....,.....~.'''',..,.."<1",..........,......, ,..'.....1"..,"........... ,.....Mh......"'..-....,................._te........II1.,........_.II"._ "" 'Q""-c:.\;'s:'",-",-~'(<"~ , f1>.-l1d.\woJ tllJuA, W()Io~' PA Coroner Icf., J ......to,.........L.,_, Ll 111.__,_____ llL!l.l!g.~_~_~_._ "A",(A"D'O()Iilf .00..1"~.....(lCO""'Utt.DCOll...O'DI.". '''.'';'ffl'f,.".r'''''Michncl L. Norris,Coroncr X 11 ~~~h~~t~~g~rDri~g. 17055 0.01 DIU..,!...... \\ " . dC\, \"\~ '1'1 () 21 - 94 - ffltt RENUI'\CIA nON In Re EIUle of ROSS D. PURDY de~ucd. To Ihe Reiiller of WlIIl of CUMBERLAND Counly, Pennll''''anll. The undmlined MARGARET R. PURDY - MOTIIER 'of Ihe above decedenl, hereby renouncees) Ihe rl,hl 10 Idmlniller Ihe elllle Ind respeclfully Illes) thai Lcllm OF ADMINISTRATION be bsued 10 DAVID).. PURDY - FATHER OF TIlE DECEASED WITNESS If-'/ ""114 bind this )/" dlY of I~ Inf ISl~ IJU((\1ctJ'l-!; )oj .-'1~ k1r lSl~!!"'un:l KARGARET R. PURDY BOX 121A R. D. '2 MARION CENTER, PA 15759 (Addras) lS;'fII'''') (fldd.as) (5'1"''''') \ (Add,as) " " \..JU ( ./ 1/ CERTIFICATION OF NOTICE UNDER RULE 5.6{a) Name of Decedent: ROSS D. PURDY Date of Death: 08-25-94 will No. Admin. No. 21-94 -170 To the Regisler: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address MARGARET R. PURDY BOX 121A. R.D. #2. MARION CENTER. PA 15759 DAVID L. PURDY BOX 121A. R.D. #2. HARION CENTER. PA 15759 , Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Ddte: 9/t1!tv -)-if/ '3 cL Signature ( Name R .R B. IRWIN. ESQUIRE Address 60 WEST POHFRET STREET CARLISI.E. PA 17013 Telephone ( 717) 249-2353 Capacity: Personal Representative Counsel for personal representative X ,)0 \ \ I q q L/ - t J 'I 0 M^"WIU.L Po GOIfHON' NOAII 60llHON GaRSON & GaRSON, H C. A,.-rCJUNW"'H AT J.A"" SIIlTn 7UU 1700 SANHotol STlumT PIIIJ....UUI.PIIIA, PltNNH\'L\'ANlA JOInu luU.., nnu.oIOfU Nuw .Jm'HltY Orl'ler. .o&.uu TII.TOH ROAlJ NOIITIIJfIRl.JJJ NI~w JIUtHHV OUYun N~NIIIU'. "A.. N....nAR. J'AX (Ulft) nnU'IIUI\4 December 29, ~~ 0' :: 19!J4 ) Vi .. " ,. Clerk Orphans' Court Division Cumberland County Court House Carlisle, PA 17013 ,'" (:. ' !J '") C. :'Dc.. ):>;:;!. ReI Estate of Ross D, Purdy, Deceased Date of Deathl August 25, 1994 Chemical Bank Claim lOOP) IHtNIWII t5t :o~ (\l!g ~ ~.-, I.:,' ("l. i?j ~~ ""' ;.- I L~ ~-:; l.oJ ;e ~\l .=!C11 - in e g, .c:.. Dear Sir/Madam: Please be advised that I represent Chemical Bank with respect to the above referenced claim filed with your office. I am notifing you that the full amount due Chemical has been paid and the claim can be withdrawn. Very truly yours, MAXWELL P. GORSON MPG\ds.421 cc: Roger B. Irwin .. -. ".. ". .... .. . .., - ..-... - -.. --- -- -.- .... "- . -.-. -....----. _.. .. .-_. .. - . . - - _. -. ..- -..- - -- -..- -- -,. i" -5~ 7, .L () i1 'AA 047795 COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX nY-IIUIlI....1 ~k RECEIVED fROM: I ACN ASSESSMENT I!'I CONTROL ~ NUMBER AMOUNT IRWIN ROGER B ESO 60 W POMFRET ST Ivl .ItU,lfOV. .;) CARLISLE PA 17013 'OlOHII' ESTATE INfORMATION: f:I filE NUMBER g 21-1994-0770 !l'I NAME Of DECEOENT IIAST) i:II PURDY ROSS D II DATE Of PAYMENT EJ POSTMARK DATE COUNTY SSN 160-:54-3:129 IfIRST) IMI) CUMBERLAND DATE Of DEATH S.t25L'1.4 REMARKS IRWIN MCKNIGHT 8. HUGHES fa TOTAL AMOUNT PAID .40.'.30,15 SEAL CHECK" 9393 I I ~-----_._-----_._-_._----_.__._--_.__._---_._--_._---------~-- REGISTER OF WILLS MARV C. LEWI REGISTER OF WILLS ',""- .\ I . . .". ----"'..- . \ " -...-.---...-..---.."..4ld.'" .-~r.'r-';"'." I , cO"'I1F~:1.~ W:\'/,'l,tiNl!ir~~AHIA HARR1SR5~t,~,ffi '21.0601 /1.1-.~.3 3 - /0 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS .. . REV. 1500 EX .<< '.14) CAB un c R C K 0 K P S < < C :..,0 I . ( t FOR OATES OF DEATH AFTER 1U3U" CHECK HERE IF A SPOUSAL I FILE NUMBER COUNfY CODE 21-94-0770 YEAR D. DECEDENT'S COMPLETE ADDRESS 2 Station Road Nowvlllo, PA 17241 o E C E D E ~ DECEDENT'S NAME (LAST. fiRST. AND MIDDLE INIHALI Purd Rosa SOCIALSECURITYNUUOER DATEOF DEATH 160-54-3529 08/25/1994 DATE Of BIRTH 06/04/1958 Cumborland (IF APPLICABLE) SURVIVINQ SPDUSE'S NAME (LAST ,FIRST AND t.AIDDLE INITIAL) SOCIAL SECURITY NUMBER NuueER 2. Suppl.monllll R,'urn 4.. FulufI' Inte,esl Compromise (for del.. 01 d.alh a<<or 12-12-82) D 6. Decedent Died Testale 07. oeeedent Maintained I Living Trusl (Ahach cop 01 Will) (Attach. co Dr Trustl ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. At.AOUNT RECEiVED (SEE INSTRUCTIONS) 0.00 Remainder R.lurn (for dalos of d.ath prior 10 12-13-82) Federal Estat. Tall Return Required Tolal Numb., of Sara Oeposit 80x15 X " Original Return 4. L1mlt.d Estale OC]5. o e. c P o 0 RR N NAME D Ro or B. Irwin ~ ~ TELEPHONE NUMBER - T 717-249-2353 1. R.al Esta.. (Schedul. AI 1 2. Slocks and Bonds (Schedule B) (2) 3. Closely H.ld StocklPannership Inlorest (Sch.dul. C) (3) 4. Monga9" and Nol.. R.c.lvabl. (Schedul. D) (4) 5. Cash, Bank Deposits & Misc.llan.ous Porsonal Prop.rty (Sch. E) (5) 6. Jointly Own.d Prop.rty (Sch.dul. F) (6) 7. Transfers (Sch.dul. G) (Sch.dul. L) (7) 8. TolIl Gross Ass.ts (tolll Lines 1-7) 9, Funeral Expenses. Administrative Costs, Miscellaneous EIlpenses (Schedule H) lD. Debts, Mongag. Liabilities, Liens (Schedul.1) II. TolIl D.ductlons (total lln.. 9 & 1D) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental8equests (Schedule J) 14, Net Value Sub'ectlo Tax (Line 12 minus Line 13) 15, Spousal Transfers (lor dales 01 death after 6.30-94) See Instructions for Applicable Percentage on pag" 2, Unclude values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable aI6"'. rate lInclud" values hom Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 1S'/. rato (Include values hom Schedule K or Schedule M.) 18. Principal la' due (Add ta, Irom Line 15, 16 and 17,) 19,Cfedits/Sp Poverty Prior Paymenls Discount Inlelest o . 00 + 0 . 00 + 0 . 00 0 . 00 20. II Line 191s grealer than Line 18, enler the difference on Line 20, This Is tho OVERPAYMENT. [[] 0 ICheck here If you are reque.tlng. refund or your overpayment,l 21, II L1no 1815 grealer than Line 19. enter the diff"ence on Line 21. This is tho TAX DUE. A. Enler the Inle,est on the balance due on Line 21A. B. Enter Ih. !ollll of Line 21 and 21A on Line 21B. This Is the BALANCE DUE. Make Check Pa abl.lo. Re Ister 01 Wills. A enl ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. Untj., per\llU..ol peljury. I declolre Ihall holve ..amlned thIs relurn,lncludlng 'ccOmp.lnylngKhedulesand slllemen'I,and 10 the be.l 01 fT1)' knowledg. and bell.I,lllltrue, conKt and campl.le, d.cloll. that all 'MI.,'al. has been '.porled " Ir.... milke' value. DeclaraUonol pr.FoI'.' other Iholn th. perwn&1 ,.pr.untaUve II based on.U Inlolmlllon 01 which pte~r., hnany knowledge. COt.4PLETE MAILING ADDRESS IRWIN, McKNIGHT & HUGHES 60 West Pomfret Street Carl1s1o PA ~ 3 45,0 605,732.61 None None 78,995.45 None None ~ C A P I T U l T o N (9) (ID) (15) (16) ~ (17) c o M C T A T o N SIQNAT~.AE OF PE~S~N RE,~Pr;:NSI ~ FOR FILI'iO RETURN I} IIJ '.) // .. .. 'J' ,,/ (Y ./"r<t//, J "/ . l' '. ,..c SIONATURE OF PREPARER OTHER THAN R~ , SENTATIVE /')t.q .~, at- ;w., CO~Ilghl ~.1194 ormsollwlleOnlt CPSYII.ms. Inc. 42,997.96 12,560.92 0.00 x 674 ,169.18 X .D6: o . 00 X .15 : k.~ I') ~--. - -, ...'..; (8;:-': (11) (12) (13) (\4) : (18) (19) (2D) (21) (21A) (21B) R.D. 2, Box 121A M;;':i 00 -C~ot~j,-- -pi; - 'i5YS9 - - - - -.. - - - -- - - - -. - - -..- IRWIN, McKNICHT & HUGHES 61i -W~s-t -i>i:iniij,;;t - si;':~~'t-: 'Cnr'i!Bij;; - P'ti - i ';air :IJ 729 , 728 .06 55,558.88 674,169.18 None 674 169.18 0.00 40 ,450 .15 0.00 40,450.15 0.00 0.00 40 ,450 .15 0.00 40 ,450 .15 DATE . /';:::7,/I";- DATE ~/Ltll , FDfm 1~ IRev, 7.114) Act 148 of 1994 provides for the reduction of the tax rates Imposed on the net value 01 transfers to or lor thll use of the spouse. The rates as prescribed by the statute will be: -3% (,03) will be applicable for estates of decedents dyln9 on or after 7/1/94 and belore 1/1/96 " -2% (.02) will be applicable for estates 01 decedents dying on or after 1/1/96 and before 1/1/97 -1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 111/98 _Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS. YES NO 1, Old d.ced.nt make a '"osler and: .. r.taln thl us. Dr Income of the property transl."ed.. . . . , . . . . . , , , , , , , . . . . , , . . . . , . . , , . , . , x b. 'elaln the rlghllo deslgnale who shell use Ihe propeny \tanslerred or lis I""orne, . . . . . . . . . , . . . . . . . . . . . x Co r.talnar.v,rslonarylnt.,est;or.., , .. . ,.,., ,.., , ,. , , .., ,.. ..,. ..', . '" . " , . " x X d. r.celvl the promls. lor lif. of either payments. benefits Dr car.?, . . . , . . . . . . . . . . . , , , ",...".. , Z. II dealh occurred on or belore Dacember 12. 1982, did decedenl whhln Iwo yea.. p,eceding dealh transfer property without receiving adequate conslderalion? II death occurred after December 12, 1982, did decedent transler property within one year of death without receiving adequate consideration? . , , , . , , . , . . . . . , , . . . , , , . . . . , . , , , . , , . , . . , , . . . . , . , , . . . . . . , , x 3. Old dec.dent own an 'in trust 'or' bank account at his or her death? , , . . , , . . , , , , . , . . . . . . , . , , . . , , , x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Copyright (c:) '"4 IDlm lOti.,....,. only CPSyatllnl, Ire. Form 1500 (A.". 7.~) ,. REV - 1ioZElC . (lZ.") co"r,RlllXIWJ.WV.ewn:lI,YANIA SCHEDULE A "iltgltmll'bm/ll'Il'f'" REAL ESTATE ESTATE OF FILE NUMBER Ross O. Purdy 5511 160.54.3529 08/25/1994 21.94.0770 (P'Oplrty JolnUy-ownld with Right a' Survivorship mu.t be dl.clolld on Schodull F) AU..I'"..II Ihould be ,.portld II '"I, morkot vol.1 which I. dlflnld IIthl p,lcI II which p'Oplrty would be ..chongod belwlln I willing bll}'l/ Ind a willing IIU.r, nllthlr being .0mpIUod I. b a' ooU. both havln ....onlbll knowlod I a' thl rlllvlnl ,"ct.. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 45,000.00 2 Station Road, Penn Township, Nswvil1e, Cumborland County, PA, recordad in Oaod Book 34, Vol. "K", Paga 583; Deod Book 36, Vol. "0", Page 416. Agraement of Sale signed April 17,1995. Jointly titled with apouso who elso died 8/25/94. (Ona-ha1f sale price.) TOTAL (AI.o Inlor on lino 1, R.ca h.lallon) (II moll Ipaca Is no.dad, In,," addhlonallhoats alII'" llze,) Copyright (e) '"4 form aoflw.,.~ CPSy1IllfM,lnc. S 45 000.00 room 1500 1<......./\ 1"",12.'" --_..'....T.,iSt",.....',.....,-...-~.'~ . Estate ofl Ross D. Purdy SS(! 160-54-3529 08/25/1994 CONTINUATION SCHEDULE Continuation of Schsdu1a B ITEM () DESCRIPTION VALUE AT DATE OF DEATH died 8/25/94. 7 16000 ahares, Diasense, 3.5 56,000.00 Inc., valued per Diane McQuaide, Msnager-Investor Relations. One-half value since aecurities held jointly with apouse who also died 8/25/94. 8 International Business 12.50 Machines Corporation, dividend declared 7/26/94; Ex-data 8/4/94; Record data 8/10/94; payable date 9/10/94. One-half value of dividend since securities held jointly with spousa who also died 8/25/94. 9 500 sharea, Homestake Mining 18.25 9,125.00 Company, cusip 437614100, valued according to the Wall Street Journal. One-half value since aecurities held jointly with spousa who also died 8/25/94. 10 50 shares International 68.3125 3,415.63 Business Machines, International Businass Machines Corporation, cusip 459200101, valued according to the Wall Streat Journal. One-half value since sacurities held jointly with spouse who also died 8/25/94. 11 50 shares, Nestle S.A., 41.75 2,087.50 cusip 641069406, valued according to the Wall Streat Journal. Ona-half value aince securities ha1d Estate of; Rosa D. Purdy SSO 160-54-3529 08/25/1994 CONTINUATION SCHEDULE Continustion of Schedule E ITEM II DESCRIPTION VALUE AT DATE OF DEAm 8 175.00 Uncsshed checks in posaession of decedent et time of death 9 10 186.27 Caah on hand 6,290.00 Personsl property appraised by Malvin Sensenig, appraisal attached (one-half valua since items held Jointly with spouse who also died 8/25/94). 11 Parsonal property appraised by Melvin Sensenig/Bert Myers (appraisal attached). One-half vslua since items held Jointly with spouse who also died 8/25/94. 534.50 12 Airplane (Cessna T2l0G), Serial #T210-02l3, Registered N68l3R, sold to Richard Howell 40,000.00 13 Plane & Pilot magazine, refund for subscription cancellation 39.95 14 Bottom Line/Personal magazine aubscription refund 65.97 15 Nationwide Insurance, cancellation credit rafund for policy #58 37C6l3734 194.55 16 The Taunton Press, Inc., refund for cencellation of subscripton 24.67 17 Aircraft Owners & Pilots Association, refund for overpaymont of dues 22.17 Estate of: Ross D. Purdy SSO 160-54-3529 08/25/1994 CONTINUATION SCHEDULE Continuation of Schedule E ITEM o DESCRIPTION VALUE AT DATE OF DEATH 18 Mechsnicsburg Art Center, refund for class ragistration fee 25.00 19 Jeppesen/Sanderson, refund for account receivable cradit balance 47.67 20 United of PA - rafund for overpayment - 717-776-4131(581) 19.21 21 Flying Megazine, refund for subacription cancellation 5.33 22 Proceeds from public sale of personal property (one-half value since items held jointly with spouse who slso died 8/25/94). 1,739.58 23 1250 sheres, Sale of Biocontrol Technology Stock: tradad 08/19/94, settled 08/26/94 (confirmation attached). One-half value of sale since securitias held jointly with spouse who elso died 8/25/94. 3,231.25 24 1952 Chevrolet Pickup Truck, VIN 03KPE8146 (appraisal attached) 10,000.00 62,601.12 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES REV. li" EX , (7.18) co"r.mffi\~{\'~~Ihl'ANIA ESTATE OF Ross D. ITEM NUMBER A. B. c. Pl.... Print or T . FILE NUMBER 21-94-0770 Purd 160-54-3529 08 25 1994 DESCRIPTION AMOUNT 1 Funeral Exp.n..,: Hoffman Roth Funeral Home 1,148.00 2 David L. Purdy; reimbursement for the following expenses incurred during the funara1: travel, meala and lodging. 1,778.62 1. Admlnlstrollve Costsl Personal Represenlallve Commlsstons Social Sacurity Number of Parsonal Rap".anlatlva: 075 - 24 - 6969 Vaar Commission. paid WAIVED z. Ahorney F..s IRWIN HCKNIGJIT & HUGHES 36,500.00 3. Family Exampllon Claimant NONE Address of Claimant al decedent's death Str..' Addr.ss City Zip Coda R.lallonshlp Sial. 4. 263.00 Probate Fe.s 1 Mlscellaneoul Expen...t Cumberland Law Journal, publicetion of estate notica 40.00 2 The Sentinel, publication of os tate notice 65.48 3 1,635.08 Bruce Miller, investigation of accident (one-half fee of $3,720.16) 4 Central PA Court Reporting Services, reporting aervices of accident investigation (one-half of $139.90) 69.95 (ase continuation schedule attached) Total of Continuation Schedula(s) 1 497.83 TOTAL (Also enter on line 9. RICa hulalion) (II more apace Is need.d. Insert addlllonal ahaa.s 01 same al...) Cop)'ftghl (e) '"4 form aolh__'... ontt CPSYltems.lnc. I 42 997.96 Form 1500 Schodu&. H(R..... 7.18) Estate of: Ross D. Purdy ssg 160-54-3529 08/25/1994 CONTINUATION SCHEDULE Continuation of Schedule H.C ITEM {J DESCRIPTION AMOUNT 5 ERA Csrman, one-half the 75.00 real estate appraisal fea 6 Cumberland County Register 25.00 of Willa, filing fess 7 Clenn Zimmerman, 75.00 raimburaement for ahipping costs to ship items to family members 8 Hsnry Hollender, PE, 356.36 engineering analysis at accident site (one-half fee of $712.72) 9 Notary Public fees 72.00 10 Cumberland County Register 210.00 of Wills, sdditional probste fae 11 Melvin Sensening, 196.47 reimbursement for shipping costs to ship items to family members 12 Cumberland County Register 38.00 of Wills, short certificates 13 One-half the IX Realty 450.00 Tranafar Tax on the real estate sold which is held jointly with spouae who also died 8/25/94. ................--.... . 1,497.83 REV. 1i12 EX. (1.13) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS CO"::'\!\lrrt.~~'Vtl~V~r,yANIA ESTATE OF Pi.... P,ln' 01 T . FILE NUMBER 21-94-0770 Ross D. Purdy SSO 160-54-3529 08/25/1994 ITEM NUMBER 1 DESCRIPTION AMOUNT 162,19 ADT Security Systems, Inc, cuatomer 0010-709-S-00265, recurring security service at airp1ence hanger of decedent 2 446.66 Alphin Aircraft Inc., servicea rendared as requested prior to date of death on aircraft awned by decedent 3 50.00 One-half the value of check 01292 wrote on Farmer's Trust checking account 00010-86413, writtan prior to date of death, cleared account on 9/12/94. 4 2,021.39 Chemical Bank, VISA account 04102 660 349 978, ba1anca due 5 6 5.40 Seras C1eanara, balance dua Borough of Chamberaburg, rent amounts due for hanger holding dscedent'a airp1ance 2,500.00 7 Middletown Lumber, Inc., one-half the balance due 2,222.45 8 699.72 Penn Fuel Cas, account 05810-1-05-1250-0 and 05810-1-05-1275-0 9 Pennsylvania Power & Light Compeny, account 0520 3311 251 and 0520 3307 705 360.10 10 Prodigy Service, account 02801 10043 0176292, balance due 15.88 (sae continuation schedule attached) Tote1 of Continuation Schadule(a) 4 077.13 TOTAL (Also .nter on line 10, R.c. hulalionl (It more sp.c.1s need.d, In.." Iddhional she.1s 01 same slz..) Cop)'r~hl (e) 1"4 form aoflwat. emf)' CPSYlt.ms, Inc:. I 12 560.92 F..m 1500 .._....lln... '.Il) Estate of: Ross D. Purdy SS# 160-54-3529 08/25/1994 CONTINUATION SCHEDULE ContJnuatJon of Schedule I ITEM il DESCRIPTION AMOUNT 11 LT HewJtt Air Sorvlces, 2,174.59 repaJrs to dacedent's aJrplane 12 Mabel C. StJtt, 1994-95 675. 74 peraonal and real estate taxes due 13 Department of Revonue - 1994 725.00 Incomo taxes due 14 United of PAt account 323.82 #717-261-0416(597) and #717-776-4131(581) 15 West Pann Power Company, 177.98 account #141 04000 521202 ......---.............. 4,077.13 '~_.~,~-.,' ,-".~~U>'...~, ;'~'",..O;''''=-'''_'_',,,,,,, ,+", '.... 'n_,,'"~_ ,_ REV. 1513 EX . (Z'.'I COt.lrN'mrim41t,UNhYAHIA ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 21-94-0710 Roaa D. ITEM NUMBER 160-54-3529 08 25 1994 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT DR SHARE OF ESTATE 1 A. Taxable Bequests: David L. Purdy R.D. 2, Box 121A Marion Canter, PA 15759 father SOl': 2 Margaret R. Purdy R.D. 2, Box 121A Marion Center, PA 15759 mother SOl': ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT DR SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enler on line 13, Reca hulalionl (It more space is needed, Ins.r1 additional sheets 01 lame siz..) COpyrlght (c) 1194 form aotlw.r. only CPSYlt.ms.lnc. s 0.00 fDrm 1500 SchMtlAe J (R..... Z.17) :-... 4. All lase. for the eurrent )'eM ,hall be prol1lted 10 dote of Stttlement. County and Dorough or TOlln,hip lase. on a Janwuy Isllo December 3Ist)'eM basi. and the S,hoollaS on a July Isllo June 30th)'eM basi" Penn5)1vania RealI)' Transrer laS and any other sale or InuUfer laSe. ere 10 be paid equall)' by SELLER and PURCHASER. 5, The SELLER agr...lo InuUrcr titie 10 the PURCHASER 10 all plumbing, heating and lighting fhcture., 6. The SELLER agree' thol the propcr1)' ,holl remain In sub'tantially ila presenl condit/on unt/I dole or settlemenl, reasonable 1I'eM and leer e''JlCC1ed, and if it i, nOl, the PURCHASER ma)' rescind this conlrD'!. above, 7, The PURCHASER hereby lI~h'es tile ronnallender of the deed ifti)e pun:hose price i. nol paid a, agreed upon g, This Agreement is contingent upon PURCUASER3 securing a Conventional Mortgage in the lIItount of $72,000.00 nnd is being sold in "AS IS" condition. 9. Should the PURCHASER faUlo lIllIke settlemenl as hereinbefore pro\'ided, the amounl paid dOlln as hand money. 10 lIil: S 4.000.00 may be ..talned by the SELLER as liquidated damages, Should the SELLER rail or refus.: 10 convey as hereinbefore pro\ided. the PURCHASER ma)' requlrc the relum or the hand money paid and reasonable title c.wnination expense. Incurred by the PURCHASER. 10, For the perfoll11llJ1ce or this agreemenl, the paille. bind themselves, their heirs, personal represcnlalil'e., successors and assigns, as lIitoeS! their hand and seals the dol' and )'W fllSlllnuen abo\'e, WITNESSED BY: WA~x.~ td..l-<Ja.Ls"u I , ROSS DAVID BY: ~ ROGER D VALER P B PURDY EST~J'E "3. d;L. I WIN, ATTORNEY S U10~~E RWIN, ATTORNEY (SEAL) ~n....~ 1J!i~~P......... , . (SEAL) (SEAL) (SEAL) FARMERS m TRUST __ (C~[P)f September IS, 1994 Irwin McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013 Re: Estate of Ross D Purdy SSN 160-54-3529 Date of Death: August 25, 1994 Dear Mr. Irwin: In answer to your request concerning accounls owned, either separately or jointly, by the above referenced decedent and the balance In each account as of the date of death, we have checked our records and are submitting the following Information In duplicate. We suggest thal you file one of these letters attached to the Pennsylvania Inventory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, Interest accrued to the date of death, I f any, I s listed as a separate figure. Checking account 1110-86413 was originally opened 2/8/91. The account was Joint between Ross D Purdy or Valerie P Spurdon. The balance as of 8/25/94 was $448.36. The account was non- I n teres t bearing. Savings account 1114-300039 was originally opened 2/11/91. The account was joint between Ross D Purdy or Valerie P Spurdon. The balance as of 8/25/94 was $3,744.10 plus $7.98 accrued Interest for a total of $3,752,08. The account was a Slatement Savings account earning 2.80% Interest at tht, lime of his death, The year to dale Interest as of 8/25/94 was $571.40. Sincerely, )/--{L'-~._ j)7fb'J.lIJ Karen T~'ssone Customer Service Supervisor One W?st High Street r.oaox 220 Carlisle, Pennsylvania 170U (717)24.1-.1212 I,~ork - federal ~ ~ SAVINGS & l~ , '.., (. ~.ASSOCIATION Itr~/.l.'J,' [~.y I}; (j~ IT;; n \\ ft ~; F.=<tl . L "" I:.:~ <J \.:\' ~ ~ li.:4' SEP 1 G 1994 September 14':;\I'~J91-lr.K(J/('lfr ^' HUGHES Irwin McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013-3222 RE: ROSS D. PURDY ESTATE Dear Mr. Irwin, In reference to your letter dated September 12, 1994 regarding accounts held in the name of Ross D. Purdy, the following account(s) are held at York Federal. ACCOUNT NUMBER HOW TITLED DATE OPENED DOD INTEREST . BALANCE ACCRUED ------------------------------------------------------------ 010-180102 Ross D. purdy 01/24/92 $ 274.49 $ 0.52 Trustee Valerie P. Spurdon Bene. 010-180101 Ross D. Purdy 01/24/92 $ 298.13 $ 0.56 Valerie P. Spurdon Additionally, the year to date interest is as follows: 010-180102 $4.92 and 010-180101 $5.34. If you have any questions, please call me at (717) 846-8777 between the hours of 8:30AM and 4:00PM. Sincerely, ~~z Assistant Manager Deposit Servicing 101 South George street. P,O. Box 15066, York, Po. 17405.7068 (717) 846.8777 . r i3 f'V) COrl'1fl.\.1:-er ~ cho.."I"J: ;J. throw r~s ,(,j CA.I\ r'li...o-t,r' I:, @.>t,,~ :l (9)"'r/~ . '# ... ... , . ~ 100. 0 i) ... . ....3.9.0,.00 3.0.00 if.c'. 0 0 f;c..tlA.r~ f...Q.O\~ Wo..tt.r fa.in-l:.'nJ T \J ~"J. U C R . I~ 0 a .. ,"fo. a (j S'O.Od Tot Q./ . , . .~. .,,, l,ll,2~oo .. ..... ..> !f/,t;;J,~~f j/; ~'ff . , . .. " &nc /tt;e-t'S /J J //7 :. IlJor Ivabu..Y r,QJ'ftlw. /'.'1f. .. ~ VHA-f/I~OT ~ .. ;z.r~-S.~6{ I~"" S : ::r.: c:~.,.., ~ . 4. ~~I7, ~t7W" ::;,1a..-d (S'. ~,(II ) ., 6, ~t-J.{ y-at-"f' .. (j, ;.4.. d Wid I:. ., 0, 1/,:/-acItJ /fau ,4,/ ~ k" (LoA-e.r '/'!r!~ ~ I AI. //.tb) .. &" -%'" 11z,J7'AbI~ ~flt!d df71/ ("., .) .. F: tA,t/~/ :5a-..d-<t,- ( ~ i' ~) :: 6, 9f3oscl. ilahfN~,-,fJ)';// ( " + '" J .. /J,. -s:~ S/~ :zr.: M(/S~ . ,. A, 6;~ 5'kl' f/acwn-G ((sl.flr.) Ji *~ I'la<!L) .16: (pO .. ~,<,t'/el,{ IO~1 Chol' 5-.'4<1 (.?,.-d. i'/r, ) I{.sc. 0 iJ {!." A~- (hIe. .,bell Ja.J.g,- (A ) .20, 00 .. .b, &M~ 5'.:xJ/~ .5::w (Ii) IS"" 0 G, f I f.~-tJ,t:1 ('I ,) .s: oi) F: ~ I 4v~ 1 (.. ) 10. 06 e I (;, /J':I!t.~f" .Adl'''ktll t!t...( ~,,/~ (?",e{ I/r;) ~//.(,-{ 4-.. lis. () 0 :JlC:' Ad! ds<.. /1 ., ! ~' . '; I < ... . ,. Iv-, , <=-7' ~, I <7>> /,' .. j.-. I r ,. - '" .. .6. GAr-tbv... : e~ (z) S,o(J :. (!.., 6' ~je, tlJtJ?i},ella. C'.a.:(dk~ I i. .. {), 11I~-e,:'t ~'~;-'ft16/~r1!t:t PII~IIt-llr . I,IS; ()O I "44, - 6'av6~JL e~ (3) -r a~ sa-.f ~ .611k~. 7tl.,J-y- ~~(0 ... ~,<~ 77(:. - .3Z '16 86: t) 0 10. (JtJ /.s':oO ~rSI 6d I tJ. 00 / .1'.170 la, 00 s. () c) KARTUNES UNLIMITED ~ ~ Randy V. Singleton 145 e, Main Street ~ Walnut Bottom, PA 17266 (717) 532-2616 l':7t:r;(:'~~i,"H"\\frf~;~)."'l ... ,__ ,....... ," '. II , . _ _' __ ..... LI .' .::. l ~,. eeT for \99" September 29. 1994 mWl;l, j.~t:KI.!Il'i'!T & IlU(:rlES SUBJECT: The Estate of Ross David purdy TO Whom It May Concern I The 1952 Chevrolet Pickup's Vehicle Identification Number (VIN). is 3KPE8146. The value that my company has placed on the vehicle. as of 25 August 1994. is $10,000. RANDY V. SINGLETON. Owner ",TUN" ....."':;~ /: . . ). .. y1(/L, / /".4 ",. '-' ,".<.",''''r""''''....1''''.'-'f/''',...,- \\ '. '/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 'L J IS: DAVID I.. b.lng duly SWORN PURDY - -. '- -... -. ._-.. ~ accordIng 10 law, d.pol.. and .ay. Ihal h. is the Admi n i R .rn .or of Ih. E.lat. 01 ROSS D. PURDY Ie Ie 01 _.!:E.til:LTIl,HtiSJIJI'___..._ ,___._ . Cumb.rland County, Po.. d.c....d and thot tho within Is an Inv.nlory mad. by DAVID I.. PURDY ._ _ , th. .ald ADMINISTRATOR 01 Ih. .ntir. e.tal. 01 said d.c.denl, con.lsting 01 all th. pe"one' prop..ly and r..1 ..101., exc.pl r..1 ....t. outsld. th. Commonwealth 01 P.nn.ylvanla, and Ihal Ihe figure. oppo.ite ..ch it.m 01 the Inv.nlory repr...nl If'. lair value .. 01 Ihe dol. 01 decedenl'. d..lh. SWORN .~ .ub.cribed before me, 995 NOTARIAL $fAL JACOU HE . DRAWBAUGH, NOTA Y POtLIC CARliSLE BDtlOUGH. CUM8ERlJ,ND CD PA MY COMMISSION EXPIRES AUGUST 14, 'iugs Oat. 01 D..lh 25 AUGUST Month O.Y RD 2 BOX 121A MARION CENTER PA 15759 Add,... 1994 V.1f INSTRUCTIONS I. An Invenlory must b. flied within thr.. monlh. alter appolnlmenl 01 p."onal repre..ntativ.. 2. A .upplem.nl Invenlory mu.I b. filed within thlrly dey. of dl.covery of additional a...h. 3. Additional .h.ets may b. attach.d a. to p."onally Dr ..alty 4. Sea Arlicl. IV, Flduclarle. Act 01 1949. to.. ., ".J:: ~., I'L r, -,T N '-. ::!j , . ~~:. I' i (,.1) u:: 0: L1'I ~... I ~c: _:J Ou o ,... ,... o I '" '" r - N ~ l!! ~ ~ W 0 VI '" W ~~-,u. LL-':JiO 0<", Z o 0 VI z ffi < ... . "" CIl CIl o '" ~ o I- Z W > ~ >< ~ p., o Z ..... :>: '" ~ (-0 -0 . " . .. u .. o .; ... i: c " o o " c .. -;: .. ..D E " o " . It .... o o ID !:a <oJ p., ... . '" z ... .. ...... ... ~ E .....~ .< '" '" <oJ '-' ~ - o .. -; -' I NVr.N'l'ORY Estate of I Date of Doath: County: Ross D, Purdy August 25, 199/, Cumborlond ..................................................................-.... also diod 8/25/94. 14 Farmera Trust Company, checking account 010-86413 (confirmation sttached). One-half value since account held jointly with spouse who also died 8/25/9/, . 15 Farmers Trust Company, savings account 014.300039 (confirmation attached). One-half value sinca acocunt held jointly with spouse who also died 8/25/94 . 16 Farmcrs Bank. chccking account 00006311636 (confirmation attached). 17 The Hartford Insurance Company - proceeds from insurenco settlomont on vehiclo involved in accident at tima of daath 18 Porsonal Injury Survivor Proceods 19 Porsonal property appraised by Molvin Sensenig, appraisal attached (ona-half value aince itema held jointly with spouse who also died g/25/94). 20 Personal proporty appraisod by Malvin Sensenig/Bert Myars (appraisal attached). One-half value since items hold jointly with spouse who also died 8/25/9/, . 21 Airplane (Ceasna T2l0G), Serial #'1'210-0213, Regiatored N6813R, sold to Richard Howell 22 Prcceeds from public sale of parsonal property (one-half value since items held jointly with spcuse who also died 8/25/94). 23 1250 .harns, Saic of lIiocontrol Technology Stock: traded 08/19/94, settled 08/26/94 (confirmation attached). One-half value of sale since securities held jointly with spouse who also died 8/25/94. 1952 Chevrolet Pickup Truck, VIN 03KPE8146 (appraisal attached) 24 Subtotal -2- 224.18 1,876,04 3,007,66 5,999.60 5,000.00 6,290.00 534.50 40,000.00 1,739.58 3,231.25 10,000.00 78,052.16 INVENTORY Eatate of: Date of Doath: County: Ross D. Purdy Auguat 25, 199', Cumburlond ..................-...................................-------.---....... Stocka/Llstod: 25 1000, American Barrick Rosourcos Corporation, cusip 02',51EI09, valuod according to tho \loll Streot Journal. One-half value ainco socuritios held Jointly with o(louso who olso dlud 8/25/9'" 26 75 shares, Amorican To1ephone ond Telegrsph Company, cuslp 030177109, va1uod according to the \loll Street Journal. Ono-holf voluo since socuritlos hold jointly with spouse who alao died 8/25/9" . 27 180000 shoros, Biocontrol Technology, Inc., cualp 090586108, voluod occordlng to tho \loll Stroot Journal. 28 8000 shares, Blocontro1 Tochnology, Inc., cuslp 090586108, valuod according to tho \loll Stroot Journol. Ono-holr volue olnco oocurltlos hold Jointly with spouso who also dlod 8/25/94. 29 2960 shares, Coratomlc Inc., cuslp 218138105, valuod according to the \lall Street Journal. 30 500 shares, Corotomlc, Inc., cusip 218138105, valued according to the \lal1 Street Journal. One-half valuo slnco aecurltios hold jointly with spouse who also died 8/25/94. 31 16000 shares, Dlasonso, Inc., valuod per Dlano McQualdo, Managor-Invostor Rolatlona. Ono-half value alnco oocurl tloo hold jointly with spouse who 0100 diod 8/25/94. 32 Intornational Business Machinos Corporation, dividond doclarod 7/26/94; Ex-dato 8/4/94; Record date 8/10/94; payablo date 9/10/94. Ono-half va1uo of dividend sinca sacurities ha1d jointly with spouso who also dlod 8/25/94. 33 500 shares, Homostako Mining Company, cusip 437614100, valuod according to the \loll Street Journal. Ono-holf ve1ue since socurltles held jointly with spouso who also diod 8/25/94. -3- 21".37.50 4,087.50 472,590.00 21,004.00 7,771.48 1,312.75 56,000.00 12.50 9,125.00 1,.-133 -/0 J REV-lS47 EX AFP (12-94* COHHQHWEllTH or PENNSVLVANIA DE:P,lAltu:HT OF REVENUE BUREAU OF INDIVIDUAL lAMES . DEPt. lID6Dl HARRISBURG, PI 171:8.D601 HOTICE OF INHERITANCE TAX APPRAISENENT. ALLOWANCE OR alSALLeWANCE eF DEDUCTIONS ANa ASSESSNENT eF TAX ACN 101 DATE 08-28-95 u FILE ND. 08-25-94 COUNTY CUMBERLAND NDTEI TD INSURE PROPER CREDIT TD YeUR ACCOUNT. SUBNIT THE UPPER PDRTION OF THIS FORN WITH YeUR TAX PAYNENT TO THE REOISTER OF WILLS. NAXE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT" REMIT PAYMENT TO: ROGER B IRWIN IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AMount b.Ut.d CUT ALONG THIS LINE ~ RETAIN LOWER PDRTXON FDR VDUR RECDRDS ~ iiEV:i:S4'nX'-iiiiji-n'2:ij4T"JJOTICE--OF-YN'HEifIi'AtiCE-TAX-'APiiR'AIsEHEN'r-;-iiLrowANcE-olimm-----mm DISALLDWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX ESTATE DF PURDY ROSS D FILE ND. 21 94-0770 ACN 101 DATE 08-28-95 TAX RETURN WAS. (X I ACCEPTEa AS FILED RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN 1. R.al Eat.t. (Schedule AJ (1) 2. stocks and Bond. (Schadul. OJ (2) 3. Clo..ly Hald stock/Partnership Int.r..t (Schedula C) IS) 4. Hortgag../Not.. Receivabl. (Schedula DJ (4) S. C..h/Oank Depolita/Hi.c. Parsonal Property (Schedulo EJ IS) 6. Jointly Owned Property (Schedul. FJ (6) 7. Transfar. (Schedule 0) e7) 8. Total A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expan.../Adm. Coat./Hlsc. Expense. ISchedule H) 19) 10. Dabt./Hortgage Li.bll1tJa./Lian. ISchedule I) 110) 11. Total DeductJon. 12. Het V.lue of Tex Raturn 13, Ch.rit.bl./Govarn~.ntal aequa.t. ISchadul. 4) 14. Het Value of E.t.t. SUbject to Tex CHANGED 45,000.00 605,732.61 .00 .00 78.995.45 .00 .00 IBI 42.997.96 12,560.92 1111 1121 U31 1141 729.728.06 GG.GGR RA 674.169.18 .00 674.169.18 NOTE: 14, 15 and/or 16, 17 and 18 will raturns assassed to date. If an assessment WBS issued previOUSly, linas reflect figuras that include the total of 6hh ASSESSMENT DF TAX: 1S, A~aunt of Line 14 et Spou.al ret. 11S) 16. A.aunt of Lln. 14 t..able at Lln..I/CI... A rat. 116) 17. A~ount of Lln. 14 t..able at Coll.t.r.l/Cle.. 8 rat. 117) 18. Principal T.. Du. TAX CREDITS: PAYNENT DATE 05-24-95 RECEIPT NUNBER AA047795 aISCOUHT (+1 INTEREST (-I .00 .00 X .03. 674.169.18 X .06. .00 X .15. I1BI AttOUHT PAID 40.450.15 TOTAL TAX CREDIT BALANCE DF TAX DUE INTEREST TOTAL DUE .00 40.450.15 .00 40.450.15 40.450.15 .00 .00 .00 . IF PAID AFTER DATE INDICATEa, SEE REVERSE FOR CALCULATIDN eF ADDITIDNAL INTEREST. IF TOTAL DUE IS LESS THAN fl. ND PAYNENT IS REQUIRED. IF TeTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU NAY BE DUE A REFUNa. SEE REVERSE SIDE OF THIS FORN FeR INSTRUCTIDNS.I I.; ':', ." ,~ I:":; ~ :.1 O(J RUERVATlONt Esht.. of decedent. dying an or bdar. DKMtMr 11, 1912 -.. If ....y future Int.r..t In u,. .Uata Is tr....f.rred In po......on or anJa)'.ent to Ch.. I (colhhraU .,.flcl.rl.. of the dlcldent .fhr tha ..plntlon of ....y utata for Uf. or for yaar., th. Couanws.lth h.rMY ..pr...tv ra..rv.. the rlDht to IPpr.h. 8nd ...... tren"lr Inherltanc. Te... .. the I...ful th.. I (coUatlr.U r.t. on ....y .uch future Int.r..t, PURPOSE OF NOTlCEI To fulfill tt. requlr..."t. of S.ctlon ZIU of the Im.rltance and Est.t. TIX Aot, Act ZZ of 1991, 7Z P.I. SICtlon 1140. PAYHENTI Dat.eh thl top portion of thh Hotlc. and .ut.1t with your p.y.ent to thl Rlght.r of Wills prlntld on the rev.,... lid., ..N.k. chIck or .an.y order p.y.bl. tOt REGISTER OF HILLS, AaENT All pIY.lnt. rac.I"ed .hall first b. 11fJJ111.d to any Inhr..t which a.y bl cNe with MY ra.alnd.,. appUad to tha t... RUUHD (CRh A r.fund of . ... cradlt, which .... not rlquuted on the Ta. R.turn, .ay b. r~.ted by cOlIPlatlng WI "App11cation for Refund of Pa"".yhlnla Inharltanca IRI E.tat. Tall" (REV-UU). APpllClUon. Ir. Iv.Uabla at tha Dfflc. of thl R.ghtar of will., any of thl U Rlvenul Dhtrlct Dfflc.., or by c.tllng the .plelal Z4.hoUr ........rlng ..rvlca ~r. for fora. ordlrlngt In Penn.ylvanl. l.aOO.S6Z-Zo5o, out.ldl P.nn.ylvenl. and ..lthln locII H.,.rlsbUrg erll (717) 717.8094, TDDI (717) 77Z.ZZSZ (H..rlng lapalred Only). DlJECTlDNSI Any party In Intar..t not ..tI.flld with the apprlha.ant, allo..ancl or dl..Uowenc. of d.ductlon., or ........"t of tIX lIncludlna discount or Int.rutl II .hown on thh Notice ......t obJ.ct within .bty (60) day. of receipt of thh Notlc. bVI ....rltt.n prata.t to th. PA Dlpert.ant of R.v~, loard of App..hl D.pt. Z8nZI, H.rrl.burg, PA 171Z8.1021, OR n.l.ctlan to h.". th. ..ttlr d.hr.lntd .t .udlt of the .ccount of tha plrson.1 rapr...nhUv., OR napp"l to tha Drph",.' Court. ADMIN tsTRA flVE CDRRECTIONSI INTERESTI FKtuII anots dhcovlred on thh ........"t ahould ba .ddr....d In w,.itlng tal PA Depa,.taMt of R.venu., lu,..", of Indlvldu.l Tallu, ATTNI Po.t A......ont R.vl... Unlt, n.pt, Z806ol, tlarrhburg, PA 17121.0601 Phon. (717) 787.6505. SI' p.g. S of the baokl" "Inrtructlan. for Inh.rltance Till R.turn for a Ruld.,.t D.ced~t" CREV.150l) for an allplanltlon of IdIIlnhtntlvlh correct.bla srrora, If any till due II plld ..lthln three CS) ul.ndlr Bonth. 1ft.,. the d.c.d."t'. dllth, . fI". puc.nt U:U dhcount of lh. till plld .. allowld, Int.r..t II chargad b.glMlng wlth first d.v of dlllnqulnev, 0,. nlnl (9) .onth. end one UJ day fro. the d.t. of dl.th, to the d.t. of p.pent. Till.. which bee... d.lInquent b.for. Janu.rv I, 1982 b..,. Intar..t at the r.t. of .111 C6:() psrcant par."".". ulcul.tad .t . dlUy r.t. of .000164. All h... whleh ble._ d.Unquent an and .fter Januuy I, 198Z will b..r Intar..t .t I rata which ..Ill vlrv frOB ul.nd.,. V'lr to calend8r VII,. ..1th that rat. lIWMIUnC.d by the PA Ulplrt.."t of R.vWIUI. The IPpUcabl. Intu..t nt.. for 1982 through 1995 .rll DlSCOUNTI ~ Inter..t Reta DIlly Intar..t Flletor ~ Intar..t Reta O.11v Inhr..t Facta,. 1912 ... .Go05U 1987 'X .000247 1985 lOX .aaOU8 1988.1991 llX .00nGl 1984 11:( .000501 199Z 'X .001247 1985 IS' .OOOSS6 1995-1994 7X .00019Z 1916 lOX .GOOll4 I'" 'X .aoIZ47 nlnter..t h c.lcul.t.d u follow. I INTEREST . aALANCE eF TAX UNPAID X NunDER DF DAYS aELINQUENT X DAILY INTEREST FACTDR -.Anv Notlc. h.uad Iftu the tIll b,co"l d.lInqu~t ..111 reU.ct an Int.,.ut calculltlon to flfh.n lI5) din blYond the data of the .......ent. If IN",,"t 11 ..de .ftar th. Intarnt cn.put.Uon dlt. Ihow1 on the Notlc., .ddltlonat Int.r..t lU.t be calcul.ted, PURPOSE OF NOTlCEI To fulfill the r.qulr..ents of Saetlon 2145 (b) of the Inh.rlt~. ~ E,t,t, TIM Act, Act It of ."1. (72 P,S. Section 2145). PAYHEHTI Detach the top portJon of thh NoUc. Bnd ,utMllt with ~r pn..nt to thIi Reglst.r of Wills printed on the r.Vlrtl stet-. n Halel chick or- lIOn.y order p.ylable tal REGISTER DF MILLS, AIJEHT. All PIV..nt. received ,hall ba applied 'Ir.t to ~y lnt.r..t which ..y be due with .nv r...lndar applied to thIi tl.o REfUHD etA) I A r.fund of . tl. credit "V ba requested by c~l.tlhl ~ -Application far A.fund of P~.vlvenl. Inhlrltanu and E,t.t, TIM- CMV..nU), AppllcaUan. Irl IvaUllbla .t the OffiCI of thl Alglsta,. of NUh, en)' of thl 21 A.v~. District Of 'I c.. or 'r~ thIi a.part-.nt', "-hoUr en.werlnG l.rvlcl ~r. for 'ar.. ordarlngl In Penn.yly~l. .-aDD-362-2050, out.lda Pennlylv.nla ~ within locIl "-rr..burg .r.. (117) 1.,-1094, TDDI (117) 71Z"2ZSZ (1l..,.lng 1~.I"1Id Only). OBJECTIONS a Anv p.,.ty ln lnt.,...t not ..tl.,I.d with the ......-ent of tax .. ahown on thl. notlc. ..v Dbj~t wlthln .I.tv (60) d.v. 0' ,..c.lpt 0' thl. Notle. bya --..rlU.n prot..t to the PA Dep.,.t..,..t of A.v...... Baird 0' Appe.l., Dept. 211021, H.r,.hburg, PA 17121"1021, OR .....lectlng to h.v. the .athr d.tar.lned at audit of the p.rsonal repr..ent.tlv., OR ."app..l tD the Drphan.. Court, AMIN- 1S1AATlVE CORRECTIONS a Factu.1 .rro,.. dl.cov.rlld on thl. ......-.nt 5hoUld be addr...ed In writing toa PA Dap.rt.ant of R.venue, Bur.au 0' Indlvldu.1 T...., ATTN1 Po.t A.....-.nt R.vlew unit, Dept. 210601, Har,.l.bura. PA 17121-0601, Phone (717) 717"6505. S.. page 3 0' the booklat -Instruction. for Inhe,.itanc. T.. R.turn for. Ra.ldent Decadent- (REY-1S01) 'or an ..plan.tion of adalnl.tr.tlv.lv corractabl. .rror.. IHTEAESTI For d.t.. 0' de.th on or a,t.r 10-3-91, Penn,vlvani. E.t.t. Ta. ba.ed on the Fadaral Eatat. Ta. r.turn b.coa.. d.llnquent at tha aMplr.tlon of nl~ (09) 'anth. 'roa the dat. 0' d.ath, For d.t.. 0' da.th prior to 10-5-91, penn'Vlvani. E.tat. T.. b.,ad on the Fadlr.l E.tat. T.. raturn blco.al dallnquent at tha aMPir.tlon of eighteen (II) .unth' froe the d.t. 0' da.th, T'Ma. ~hleh b.e.,. da)inquant bafor. Januarv 1, 191Z ba.,. Intar..t at tha r.t. of .1. (6~) plrcant pa,. annua calculatad It . d.ilv rata of .00016~, All t._I. which bec... delinquent on 0" aft.,. J~'rV 1, 1912 will ba.,. Int.r..t at . ,..t. Which will varv fro' calend.,. v--r to c.lan~r VI." with th.t rat. announcad bV tha PA Dep.rt'ant of Ravenue, Th. apPllc.bla Int.r..t rat.. fa,. 1912 through 1996 araa '!!!! Int.,..t A.t. D.Ilv Jnt.r..t Facto,. ~ 1nhr..t Rat. O.ih 1ntar..t f'llCItor 191Z ZO:< ,oaaS41 1917 .~ .00DZ47 1915 16:< ,OaOUI 1'11-1991 lU .000301 19U u:< ,OOOlOI 199' .~ .ODOZ~7 1915 u:< .000556 1"5-19'" 7~ .UOl'2 I... 10;( ,DOOZ7" 1995-1996 .~ .000Z47 --Int.r..t It ulculat.d .. foUow.a INTEREST . BALANCE OF TAX UNPAID X NUnSER eF DAYS a~LINQUENT X aAILY INTEREST FACTeR --Anv Hotlc. I..u.d .,t.r the t.M b.eDle' d.llnquent will "aflect an Int.r..t calculation to flftlan (15) day. b.yond the data of th. ......-.nt. Jf pavaent 1. -.de a,t.r the Int.,.,.t coaputatlon d.t. ~ on the Hotlc" add! tlon.1 Int.r..t IN.t b. c.lcuhted, " REV-736 EX AFP (12-9*,1 CDHHOHWEAL tit Of' P[NNSYlVANIA DEPARfHEHT Of REVENUE BUREAU OF INDIVIDUAL TAMES DEPr, zunI ItAAAlSlURO, PA 171l1l.Q601 !l ACN 202 i~ L/ ,,".) "1 NDTICE OF DETERHINATION AND ASSESSHENT DF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLDSING LETTER DATE 04-15-96 ESTATE OF PURDY ROSS D FILE NO, 21 94-0770 DATE DF DEATH 08-25-94 COUNTY CUHBERLAND NOTE, TO INSURE PROPER CREDIT TO YeUR ACCeUHT, SUBNIT THE UPPER peRTION OF THIS FORN WITH YOUR TAX PAYNENT Te THE REGISTER OF WILLS. NAXE CHECX PAYABLE TG "REGISTER eF WILLS, AGENT". REHIT PAYHENT TOI ROGER B IRWIN IRWIN ETAL 60 W POHFRET ST CARLISLE PA 17013 REGISTER OF WILLS CUHBERLAND CD COURT CARLISLE. PA 17013 I HOUSE AltOunt R..Ut.d CUT ALDNG THIS LINE ~ RETAIN LOWER PORTIDN FOR YOUR FILES .... Rifv=i36--EX--AFP--Ciz:-9SJ-----.-.-Niificif-OF--UETE-RHiiiATiiiN-AN-U-AiisEssi1EN;r---------------------------- DF PENNSYLVANIA ESTATE TAX BASED DN FEDERAL CLDSING LETTER ss ESTATE DF PURDY ROSS D FILE NO.21 94-0770 ACN 202 DATE 04-15-96 ESTATE TAX DETERMINATION 1, Credit For State Death Taxes as Verified 17,491. 00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interast) 40.450.15 3. Inheritance Tax Assessed by Other Statas or Tarritorias of tha Unitad Statas (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate TAX Previously Assessed Baaed on Federal Estata Tax Raturn .00 7. Additional Pannsylvania Estata Tax Due .00 TAX CREDITS: PAYHENT DATE RECEIPT NUHBER DISCOUNT C+) INTEREST C-) AMOUNT PAID TOTAL TAX CREDIT BALANCE DF TAX DUE INTEREST TOTAL DUE 00 00 00 · ~bRP~1~c6rI~~0~Ho~ Rft~rT~~RA~EYR~~RE~fDE I IF TOTAL DUE IS LESS THAN 11, NO PAYNENT IS REQUIREa. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, yau NAY BE DUE A REFUNa. SEE REVERSE SlOE OF THIS FeRN FeR INSTRUCTIONS.) ., I i I ! , , ! 20 ~ :0 5-!l' :0'0 :; 111 n cp '. ~ .~!.~ :~u liT Xl '-"\11) ." ..-, IJ C'. ~ ~~{, ,~- c .' 1"c :.> :t~, ,", \0 ti> ~!5. Ul s. N PIJRl'MEOF NOTlCEI To 'ulflll the r.qulr..ant. of Slctlon 2145 lb) of the Inherlt~. ~ EI,.t. T.. Act, Act IZ of 1991. (72 P.S. S.ctlon IIU). PAYHEHTI Datlch thl top portlon of thh Hotlu and lubIIlt with your PIYNnt to ttM hlllt.,. of Willi prlntMl on the rav.r.. llde. ... Hike check or lIonlY order pavabl. tal REGISTER OF MILLB, AOEHT. All Ply.ent. rlclllved .hlll bl applied f.,.t to eny lnt.r..t which ..y b. due with any r...lnd.r appll.d to the t... REfUND CCAII . r.fund 0' . t.. cr.dlt ..y b. r.qu..tld by c~l.tlnll In -Application lor R.fund of Plnnl.lvanl. InherUenu and Esht. T.... (REy.tSn). Appllutlonl .r. Ilvlllllltlla at thl Dfflc. of the AllIlIhr of NUll, any of thl IS Alvanue DI.trlct Offlc.. or fr~ the aep.rt_ent', Z'.hour In.w.rlng ..rvlc. ~.r. far for.. orderlngr In p.nn.ylv."la 1-.DD~S62-2DSD, out.ld. Penn.yIYInI_ ~ within lac.1 H.rrl.burg .r.. (717) 717-.D~, TDDI (717) 772-225Z (H..rlng IBP.lr.d Only). OaJEClIDHSI Any p.rty In Int.nd not ..thfl.d ..ith the ......-.nt of ta. .. shawn on this no tic. .ay object within .lJCty (60) dIn of r.c.lpt of this Hotlc. by, ....rIU." prot..t to the PA n.put,.nt of Rev.hUB, 10ltd of App...., D.pt, 211021, Hurhburg, PA 17121-1021, OR --.I.cUng to ha". the ..U.r d.t.r.ln.d .t BUdIt of thl p.t.onal npn...,t.Uv., OR --""p.al to thl Drph...... Court AD"IH- ISTRATtVE CORRECTIONS I Flctual .rror. dl.cov.r.d on thl. ........nt .hould b. addr....d In writing tal PA Dlplrt.ent 0' R.venue, aur.au of Individual T...., ATTNI Po.t ........ent R.vl... Unit, D.pt, 210601, t1.rrhbutll, PA 1712.~06DI, Phon. (717) 717-6505. 5.. palll S of thl bookl.t "In.tructlon. for InherltfM'lu h. Rlturn for. R..ld....t Dlcld.nt" (REV~ISOII for an ..plln.tlon of .a.lnl.tr.tlv.ly corr.ctlbl. .rror., INTEREST I Addltlon.1 p.nn'Ylvanl' E.t.t. T.. .......d .. a ,...ult of a ch....g. on thl F.dsr.. E.I.t. T.. clo.lng l.ltar b.co... dlUnqusnt at the uplnllon of Dna ell IIOf1th fro. thl dIll the final notlCI of thl Incr.... In f.d.r.l E.t.t. T.. I. r.c.lv.d, Ta... which b.c... d.llnqu.nt b.for. Janu.ry 1, 1912 b.lr Int.r..t .t thl rat. 0' .1. (6~) p.rc..,t par annuB calculat.d .t a dally tat. of .000164, All t.... ..hlch b.c... d.llnquent on or .ft.r J.nuarv ., .912 ..Ill b..t Int.r..t .t . r.tl which ..Ill v.ry frol c.lendar y..t to eal.ndlt y..t ..Ith th.t r.t. announc.d by thl PA D.p.rt..nt 0' A.v.nue, 'h. appllcabl. Int.r..t t.t.. for 191Z through .", .r'l 'tall: Int.,...t Rllt. n..lI" Int."..t J'..r.tn,. 'tall: Int.,...t Rllt. n..ll" Int.I'..t FII"tn,. 1912 U:C ,ODOSliI 1917 OX ,000247 19I5 16:C .OOOU. 19.1-.991 IlX .000SG1 191~ IIX .OOOSDI 1992 OX .000247 19I5 In .ODDSS' 1995-19M 7X ,DODI9Z 1'16 lOX .000271\ 1'9S-I'96 'X .0002lt7 ulnter..t I. c.lcul.t.d a. follovlI I"TEREST . DALA"CE eF TAX UNPAID X "UNDER OF aAYS aELI"QUENT X DAILY INTEREST FACTeR -.,f,ny Hotle. I..u.d .ft.r the taM baeD... dallnquent will r.fl.ct an Int.r..t calcul.tlon to flft.en CI51 d.y. beyond thl dati of the .......ant. If pay-.nt I. .ad. .,t.t the Int.r..t cOlputatlon data .hown on the Notle., additional Int.r..\ ~.t be c.lcul.,.d.