HomeMy WebLinkAbout95-00453
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COMMONWIAIIII 0' rltm~'\'IVANIA
UIPARIMWI 0' IlI"'WUI
DI PI. 71060 I
I~A"ISlURO, fA !!.~'11 O_bOt. _
ClIC;IPIW" NAMIIIA~t. 111l:'-l.AIWMltiiJifIHIIlAII
MILLER, lIelnn r,.
1.."-- ..5'1'..So - fORUAHsormAflIMtlAI7/JII91C1UCKfUUI
INHERITANCE TAX RETURN :~o"v:~~yug~O"I5Cl^,M[D II
RESIDENT DECEDENT .ILENUMU'[R--..-m
(TO BE FILED IN DUPLICATE 'lS3
WITHREGI~TEROF~ILL.~) .... cour"Y.C()lll"..J.. J ,".0..'1::'-,. HUM""
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DAH 01 VlAIIl
DAH 01.11111
JI) N. 10th Strl!el:
LCllloync, PA 17043
Coo., Cumber land
AMOUtH UCllVID lnl IInllUCllOU:.1
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184-07-3329
04/11 /l!j
I" ""11("1111 SUI"'l'IUG SPOU"'S llolll1 "ASt, 'I." "..o...LI(lI.II"llIAII
~ 1. Orlglnol Relurn
o 4. Umlled Eslal.
o 2. Supplemenlol Reluln
03,
Os.
o
_8.
R.molnd.r R.lu,n
(for dates of death p,io, 10 12.IJ.021
Fede,al ESlol. Talt Return R.quired
Tolol Number a' Safe D.pOlil Bans
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lilffi
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III
Vaughn [, Bangs
12th Street, Lemoyne, PA 17043
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(31
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(Sl $1,434.55
$45,597.88
(61
(71
(91 $4,068.05
(101 $45,026.42
(II) $49,094.47
(12) Insolvent
(13)
(IA)
X._a
)( .06.
)( .15 .
(181
(19)
(201
(21) 50.00
(21AI
(2181
1. Rool Estato (schodulo AI
2. stael" and Band. (schodulo BI
3. Clo..ly Hlld Slodu'Partn.n~tp In!er.s' (Schedule q
A. Mortgog'. and NOI'. Recelvabl, (Schedule D)
5. Cash~ Bank Deposll. & MTKIUaMOus P,nonal Property
(s"'odule EI
6. Jointly Owned Property (Schedule f)
7. T,anlf... (schodule GI(schodulo l)
8. Total Gran AUI" (tolot lIn.s 1.7)
9. Fun.rol bpl"S'S, Admlnlstratl.... eosts, Misc.llaneous
Explns.. (5chedul. HI
10. D,b". Mortgage Uobilitl.s, Uens (Schedule I)
11. Tatal Oodudlon,('olal Line. 9 & 10)
12. Nel Volu. of Ellolt (Un, 8 minus Un. 11)
13. Charitable and Go....mmenlol Bequests (Sch,dul. J)
'4. Net Valu. Sub ed to TalC (line 12 minus lint 13)
15. Spousal Transf.n (for dotts of death aft., 6.30.9")
SHlnslNdlons for Ar,plkobl. P.rcenlt!OI on R.....n. (15)
Sid.. (Include ...alu.. rom Sch,dul. K or Sch,dul, M.l
16. Amount of Une 1 A loltobl, at 6% rat. (16)
(Indude yolu.. from Sch,dul. K or 5thldul. M.l
17. Amounl 0' lIn. ,.. tOltobl. at 15% roll (17)
(Indud. volu.. from Schedule K or Sch,dul. M.)
18. PrlncipalloK due (Add tOlt from Un.s 15, 16 and 17.)
19. Cr.dits Spaulol Poverty Cr.dit Prior Poym.nts
+ +
20. If Un. 19 Is gr.ol., ,han Un. 18, 'nl.' the diff.r,nc. on lIn. 20.1hh h the OVERPAYMENT.
~D-"~".""'-'- '.' ." , ." .""': . . .m':"t':.-:"_......_.. ..~.... .'
21. If Un. 18b gr.atl' Ikon Un. 19, .nl., the diff.renc. on lIn, 21. Thi, II thl TAX DUE.
A. Entl' ,h.lnl.rllt on the boJancl due an Un. 21A.
8. Entl' Ih, 10101 0' lIn. 21 and 21A on lIn. 21B. Thl, IIlh. BALANCE DUE.
Mak. ChICk Payabl. '01 R.gIII.' of Will., Ag.n'
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t!1!'Il;t....'j..~.,;,.':,..,!.' ~.~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE sIOE'AND TOiRECHECKiMATHlt':-o( ,. , ,~;'!l\
Under Plnohl., of plfjury, I dedor. that I hovl Ixominld this relu,n, including accompan)'ing schedules and 'Iolements, and to Ih. bill of my knowl.dgl and b.li.f,
it IIlru., corred and complll.. I dedor. that 011 r.ol .,Iole has be.n reported 01 'ru. morkel ...olue. Declaration of prepor.' other Ihan the p.rsonol up'lI.nloli.... Is
bOlld on ollln'ormollon of which prepare' has any ~nowl.dg..
51GNAIUl( or 'IUON 'U'ON'I ~f fOI flllNG InUIN ADoIIU DAII
IV) 10 mo ne P 17043 .j,--JI-q.;-
DAIl
39 N. 10th Street
s /, /'r
Lemo ne
PA 1704
Act #46 of 1994 provldas for the raductlon of tha tax rataslmposad on the nat volua of tronsfars to or for
the use of the spousa. The rates as prescribed by the statuto will bel
. 3% (.031 will be appllcobla for estates of decadants dying on or aker 7/1194 and bafore 1/1/96
. .' ~... ....
. 20/a (.'2) will b~ applicable for ostatos of docodents dying on or akor 1/1/96 and before 1/1/97
. ..". _. 0'-
. 1% (.11) will b. appllcable'fo;. ostatos of dacadants dying on or oker 1/1197 and before 1/1/98
. Sp_..a konsf.rs occurring on or akor 1/1/98 will bo exompt from Inhorltance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS .
BY PLACING A CHECK MARK (vol IN THE APPROPRIATE BLOCKS.
YES NO
1, Old Gocodent make a transfor and:
o. retain the usa or incomu of tho property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or Its Income, ...............
c. retain a reversionary interest; Of ...................................................................................
d. receive the promise for life of either paymenls, benefits or care~ .......................................
2. If dee>th occurred on or before Decombar 12, 1982, did decedent within two years preceding
deolh transfer property without rocelvlng adequate consideration' If death occurred after
December 12, 1982, did decedent transfor property within ono year of death without receiving
adequate ,consideratIon' ............................... 00.0......................................... I................. .....
3. Did decedent own an 'In trust for', bank accounl at his or her deathL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
x
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x
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Prlnl or l' 0
FilE NUMBER
1("'IWIIII> 11"1
COMMONW[Alflt 0' PlNtlnlYANIA
IHHI."ANCI 'AX anUIM
II$IDI"' DICIDIH'
ESTATE OF
Helen E. Miller
(AU prop."" lolnll'f"OWn.d with 'M Right ef Su..vlyonhlp mu.t be dl.et..... en Schedul. FI
ITEM
NUMBER
1-
2.
DESCRIPTION
VALUE AT
DATE OF DEATH
$35.55
$900.00
$499.00
Uncashed medical expense reimbursement check
Miscellaneous tangible personal property: clothing
and household effects
Refund of 1994 federal income tax
3.
TOTAL (AI.o enler an line S. Recapllulallan)
$1,434.55
(AtlGch additional BY,- X 11- .M.ti if fnQN .pac. It ne.d.d.)
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FREEMAN REAL ESTATE
4076 Mnrkel Slreel, Suite 20K
Cnmp Hill. PcnnsylvlIuill 17011
TERRY E, FREEMAN
FEE APPRAISER
OFFICE (717) 763-7712
FAX (717)731-9612
January 17, 1995
Andes Vaughn & Bangs
Attorneys at Law
525 N. 12th Street
Lemoyne, PA 17043
Att: Mr. George Vaughn
Ref: Appraisal-
Miller Estate
39 N. 10th Street
Lemoyne, PA
Dear Mr. Vaughn:
In accordance with your request, I have made an inspection
and subsequent valuation of the subject property in order
to ascertain its value for estate purposes. Please be
advised that, it is my opinion, the subject property has a
present day Market Value as of December 19, 1994, of
$84,000. '
If you should require any additional information, please
do not hesitate to contact me.
,~~ yours,
~rry E. Freeman
Fee Appraiser
--
Fnelors tMt ullite! tho markelabillty 01100 properties In tho neighborhood (proximity to employment and amenitios. employment ftlobillty. DPpeallo markot, clc.l.
The Bub ect ,ro ert is situnted in n uiet u u
nei hborhood with nn inters ersion of co ve
ns commercinl ro erttes loented 0 n d d >
stations convenience stores retail
com ntible with both the sin le fami! n d
Markel condItions in lhO subject neighborhoOd (Including support for tho above conclusions rck1lcd to tho trend 01 properly vnluos. demand/SUPply. and mart..ohng time
. . such as dl.ilo on competitive properties for sale in lhe ncighborhood. dcscription 01 tho prevalonco 01 soles and financing concessions, uIC,):
mnrket trends.
The demnnd su 1 rntio is in baln ce e
ex osed to the market. Prevnle t f n
utilizln FIlA nnd VA ro rnms
I Co .
\Ion
dr...
UNIFORM RESIDENTIAL APPRAISAL REPORT Fllo No,
"
Counl'y
Tnl Vear 19( 4 HE. TllU!S $ Spt."CIaIAs50S$ffl.>nIS$
N A CurronlOwner Miller Occupant. Ownor Tenonl
PrOllt'tty 1IIIIIt5 nppraised X Fuo 51111plo Loasohold Ploject TYflO pun Condominium tHUD/VA only) HOAS
NOlqhtlOlhooct or ProlUcl Namu Dorou 'h of Lemovnc Map Relercnco 4 - Census Tmcl
S<lh~ Prlcn S N A Onto of 5310 N ^ OtlscrlplooordS ;miami ofloonchar{IJs/conscessiOnS to be pad by lollar
LundurlChont Hs, ~Inr \> I,. Hiller Add..ss 39 N 10th Strec
AupralSm'l'orr E. l~rcemnn Addroa8/1076 Mnrket 5tt"ec ~
Locatlon X Rurnl Prodomlnant Slnglo lomlly housing
r.;-1 0 PRICE AGE
BUIll Ull l~ OWl 75% occupancy SIOOOl lvrs)
Glowlh "-110 0 Rapid ~ (iU Owner 70 low
Pro~lCrly "'.II1.1t'5 ([) InCfl.'051ng 0 0 Tonnnt 110 Hluh
tk'f1ulfld/supply 0 Shortago IRl [!] vacanIIO.S") Predominant
Under 3 mos. X 'hcaflll"-'tl 5%1
Nole: Race and tho racial composition 01 tho nolghborhood ale not appralaal factor..
NCI!Jhborhood bound;,rios nud chnrnclllfistlcs: nor u h of to 0
1M<>
Present land UI8 'lIa
Ono family
2.4 lamlly
Multi.hlmlly
CommOlcial
Land Ule change
IX) Nol hkoly 0 Llkoly
o In process
To:
No
N/^
m Project Information lor PUOs (It apphcable) . ..Is tho dowloper/buildcr In control 01 tho Homo OWners' Association (HOAl? Yes
Approxim.to 10101 number 01 unilsln lho subjocl project N / A APproxl"",le 10101 number 01 unils lor S1110 Inlho subjecl projecl
. DeSCribe common clemenls and fOcrenllonnllocilitios: N ^
50'-x150'
Sito orea 7 .500 Sq Ft
Specific zoning classification ond description R-2 residential
Zoning compliance ~ Legal 0 legal nonconlolming (Grandlathered use)
Highest & best use as improved: preser.t use Other use (explain)
UlIl1lIes PublIC Other Oil-alIa Improvemenls Type
Electricity ~ Street macadam
Gas Q Curb/gutter concre te
WahH G Sidewalk concrete
U9 Streolllghls
Alley
Topography
No Size typ ien1
Sh.pe
Drainage
View
Landscaping
Driveway Sur lace
Apparent easemants
FEMA Special Flood Hazard Area
FEMA ZOne r. M.p D.le
FEMA Map No,
Cornmonts (npparont adverso onsements. uncroDchmonts. specIal 05s08smonts, slido OIOOS, iIlognl or looul nonconforming zoning uso. oIC,): Th,..,.n
a aront adverse enseme ts c di
ri.hts of wn which mn trn e B
GENERAL DESCRIPTION EXTERIOR DESCRIPTION
No. 01 Units 1 Foundation Cone
No. 01 Storios 2 Extorlor Wnllsbrie
Type lDeIlAI!.) net Roof Surlace Asph
Oosign (Style) 2St Gultors & Dwnspts,
elisting/Proposed Exis t Window Type dou
Age (Yrs,1 60 Slorm/Screens
Elleellvo A~o tVrs.) 45 Manufactured House
ROOMS Foyer Uving Dining Kitchen
Basement
. level 1
lovel 2
n,."" nn
FOUNOATION
SI.b
Crowl Space
Basement
Sump Pump
Dampness
Settlement
Infostation
Family Am. Rec. Rm,
BASEMENT
Area Sq, F1.
% Finished
Coiling
W.lIs
Floor
Outside Entry
INSULATION
Rool
CeIling
Walls
Floor
None
Unknown
o
o
B
o
o
Den
Bedrooms
" Baths
laundry
Other
Area Sq. FI.
1
Finished am3 obove grade contains: Rooms: Bedroom(s): B.thls); SQuare Feel 01 Gross Living Aroa
INTERIOR Malurlll13/Condilion HEATI~IG KITCHEN EQUIP, ATTIC AMENITIES CAR STORAGE:
. Floors IId\;d/vi Typo ho Refrlgeralor o None 8 FilCplacclll) " -L Ciil None Ciil
VIllUS plnster v Fucl Ranoo/Oven Q Stairs Patio 0 Garage II 01 cars
Trun/Finish wood CondihOn Disposol o Dfop Stair 0 Deck 0 AII.chod
B<lth Floor vi 1 COOUNG Dishwasher Q Scullle 0 Porch Fr/renr Ciil Del.chod
fi cnlml Fan/Hood Q Floor ~ Fence 8 Built.ln
0 OU,.r Microwave o Heated Pool Carporl
Condition Washer/Clfvcr Finished Drivoway
AtlcJlllon<tl IcahlfeS (special energy elliCient Items. otc.): off street nrkin 0 f
. COlldlhon 01 tho improvemenls. deprocintlon (physical. funcUonnl, nnd olttornal). rupairs needod. quohly of construclLon. remodeling/additions. olc.:
The sub ect hns been rensonabl well mnintnined nnd moder e
There nre no h sicnl or functional innde uncies.
Advurso flIWltOlHllonlol condllions lsuch as, but not limiled to, hazardous WRslos. loxic subslancus, oIC.) plosonl in tho improvements, on tho SIlo, or III thu
illl!THldlatt:! vicinity 01 tho subject property.: None observed.
Fllnnle '..1.111 f011l1 1004 0.93
FFlHH', t,1.lC !'(J,m 10 fj.93 PAGE 1 OF 2
11 Ch A31 Pann." Wonn.lnc,. liS WhiUlC)' ^~cnuc. New II....en. Cf06S11 1(1WO) 24l..454S
Itam'I11110
ESIIMATED SITE VALUE ' , , , ' , " '" - $
ESTIMATED IlEPROOUCTlON COST.NEW.OF IMPROVEMENTS,
O\^olJlhny 1.592 SQ,FI(C$ 50 _$ 79.600
77511!lmt SqFt<l$ 9 7.000
f j re llace 4.000
Ga,nyo/C.uDOII_ SQ. Ft ("t $
TOI..l1 ESlmlilll!d Casl Now. . , . . . . . . .. - $ 90.600
Less Physlcol Functional Exlurnal
Ot.'preCI3hon 35.000 -0- I -0- - $
DeprcclolclJ V.lluo ollmpro'Wemcnls. . , . , . . . . . . . . . .. - $
"As'ls" V.l1uu 01 Silo Il11provements. , . , , . . . . . . . . . . " - $
INDICATED VALUE BY COST APPROACH. , , , , ' , , , " - $
ITEM SUBJECT COMPARABLE NO, 1
39 N. 10th Street 329 Lowther Street
Addtomi Lemov"e P ^
Prolllmtly 10 Sublt!cl
Sulos PrieD
PrICe/Gross Lt.... Arca
Onto ooolor
Vt'llhcollOn Source
VALUE ADJUSTMENTS
Nol Adj, (10101) '$ 6 000 4 000 2,000
AdJuslt'!d Solus Price
olCompurablo $ 80,000 $ 81,500 $ 86 700
Comments on Sales Comparison (Including tho subject property's compallbility 10 tho neighborhood, ulc.l: The three comonrable sales
"e i rn of 0 to 86 70 A raiser selects a value
ITEM
Dale. Price and Data
Source, lor prior snlcs
WIthin year 01 appraisal
Analysis 01 any currentngrecmenl 01 sale. option. or listing 01 the subject property nnd .malvsis 01 any prior sales 01 subject and cOrfl}arablcs within ono year 01 the dale 01 appraisal:
V.1uDtlon Section
Datu 01 Sale/Time
LocuMn
Ll'i1~choId/FetJ Simple
S,lU
Vlt!W
Ol>SI\lI1 and Appeal
Duallly 01 ConSlruchon
Ana
Condition
Above Grado
Room Count
Gross Living Area
Basement & Finished
Aooms Below Grodo
Functional UlLhty
Heating/Cooling
Energy Elficienlltems
Garage/Carport
Porch. Patio. Deck.
Ftroplnco(s), ole.
FeneD. Pool, ele.
UNIFORM RESIDENTIAL APPRAISAL REPORT FII. No.
Communis Oil Cost Approach (GUeh DS. booreo 01 C051 ltslllnllto.
alto vuluu. squaro tool cnlculahon and lor HUD. VA Dnd FmHA. lho
ustullulud fOl1lalJllllO oeOI1O"\lC 1110 01 tho plOporlVI
?' I .
-
S Ft
COMPARABLE NO 2
123 Hummel Avenue
COMPARABLE NO 3
217 7th Street
.....~.t:Il,
-0-
DESCRIPTION
Conv.
. HI ",,,,,..., DESCRIPTION
-0- Conv.
t I') S Ad,.I\Inwoo'
-0-
l
Av
Fee S
Av
v
2S t Av .
Av
o -4 000
loul I Bdlms I lUlhI I
, -0-
5<1, Fl.' -0-
100r. Bsmt
ToW I Bdlms I BalhS
loll! I Bdllns I B.1ths I
SQ.Ft.
100r. Bamt
o -3,000
Sq, Fl.' +7 000
100r. Bamt
-0-
Sq,Ft.'
100r. Bsm t
.
t i
o \~ 0
no e
off
porches/
fire
o
porches/
porches
porches
+2 000
+2 000
. . '... -.. " IEJ__
" . . (" . '.
"'--.._...u................... _
::~ ",'.~':.-~' '.~. "It ::It ~'...'~..':"
~,.. t ,\" '" " .. t. ,_"
~'.:':';b;HtU-:n!.'-f~. ~A' ..~..':: t~J~~ .. -'l)!..!jf~:
SUBJECT
COMPARABLE NO, 1
COMPARABLE NO, 2 '
COMPARABLE NO, 3
INDICATED VALUE BY SALES COMPARISON APPROACH. . , , " , , . " .. , , , , , .. . , .. , , , , , . . . .. . . . , . , . , , , . , , . , , , , S 84.000
I A h I 1m rlc R 'n 1M . Or Rpn M 1 i Ii,.,
subjecllo lhe repairs. alterations. Inspections or condItions listed bulow subjccllo completion per plans and specifications.
o re airs eeded
The purpose ollhis appraisal Is to estimale the market value of the real property lhat Is the subject ollhls rcpor!. bJsed on the above conditions and tho CCtlllicalon. ccnhogent
and limiting conditions, and markel value definition that arc slaled in the attached Freddie Mac' Form 439/Fannio Mao Form 1004B (Revised ).
IIWEI ESTIMATE THE MARKET VALUE. AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT. AS OF
(WHICH IS THE OATE,gI'JNS ON AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 84.000
APPRAISER: -_ SUPERVISORY APPRAISER (ONLY IF REOUIRED):
SI( nnturo Slonnluro
Name
OneAo r Si(flf'
Ll ,rtlllcali n"
ThiS appraisal is made
ConcMions 01 Appraisal:
Dnte RtJoorl Sioned
~p 'tilicnlion II
rip"
FtetXlIo Mac Form 70 0.03
4
Dood o O,dNol
Inspect Properly
, 1'7/q~
RL-000563-L
SI:Uo
PA
Sla .
i'
.
PAGE 2 OF 2
12 Ch AJ7 Form, & Wonn, Inc., 31' WhilnCY ^nnuc, New I laven, cr OMII
F3nt11O MJo Form 1004 Ii.OJ
1(1lO0)2U4$.1'
Itcm'11271G
DEFINITION OF MARKET VALUE, The mosl probable price which a properlY should bring in a compelltive and
open markel under all condllions requlsile 10 a fair sale, Ihe buyer and seller, each aCllng prudenlly, knowledgeably
and assuming the price Is nOI alTecled by undue sllmulus, Implicit In Ihls definition Is the consummulion of a sale
as of a specified dale and the passing of title from seller 10 buyer under condillons whereby, (I) buyer and scllcr
nre Iypically mOlivated, (2) both parties arc well informed or well advised, and each aCllng in whal he con,lders his
own best interesl, (3) a reasonable time Is allowed for exposure in Ihe open markel; (4) paymenl Is made in lerms
of cash in U, S, dollars or In terms of financial arrangements eomparuble Ihereto, and (5) the price represents the
normal conslderJtlon for the properlY sold unalfecled by special or creallve financing or sales concessions. gr.nled
by unyone associated with the sale,
* Adjustments 10 Ihe comparubles must be made lor special or creative financing or sales concessions, No adjustmcnls
are necessary for Ihose costs which arc normally paid by sellers as a resull of tradition or law In a markel area,
these coslS arc readily Identifiable since Ihe seller pays Ihese coslS In virtually all sales lrunsaclions, Special or
crealive financing adjustments con be made 10 the comparable property by comparisons 10 financing lerms olTered
by a Ihird parlY Inslllutlonal lender that is not already Involved In the properlY or trunsactlon, Any adjustment
should not be calculated on a mechanical dollar for dollar cost of Ihe financing or concession bUI the dollar
amount of any adjuslment should approximale the market's reaclion 10 Ihe financing or concessions based on Ihe
approiser's judgment,
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CEIUIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certlficalion that appears in Ihe appraisal reporl
is subjecl to Ihe following conditions:
I. The appruiser will not be responsible for mailers of a legal nature that alTecI either the property being appraised
or Ihe Iltle to ii, The appraiser assumes thai the title is good and marketable and, therefore, will not render any
opinions about the litle, The property is appraised on Ihe busis of il being under responsible ownership,
2, The appraiser has provided a skelch in the appraisal reporl to show approximate dimensions of the improvements
and Ihe sketch is included only to assist the reader of the report in visualizing the property and underslanding the
appraiser's delermlnallon of its size.
3, The appraiser has examined Ihe available nood maps that arc provided by the Federul Emergency Managemenl
A~ency (or olher data sources) and has noted in the appraisal report whelher Ihe subjecI sile is localed in an
identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guar.nlees.
express or implied, regarding this delerminatlon,
4, The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in
question, unless specific arrangements to do so hove been mode beforehand,
5, The appraiser has estimated the value of the land in the cost approach at ilS highest and besl use and Ihe
improvements at their contributory value, These separate valuations of the land and Improvements musl not be
used In conjunclion' with any other appraisal and are Invalid if they ore so used,
6, The appraiser ha; noted in Ihe appraisal report any adverse conditions (such as, needed repairs, depreciation, the
prescnce of hazardous wastes, toxic substonces, etc,) observed during the Inspection of Ihe subjecI properlY or Ihal
he ur she became aware of during Ihe normal research Involved In performing Ihe appraisal. Unless othcrwlse slaled
In lhe appraisal report, the appraiser has no knowledge of any hidden or un~pparenl condllions of the property or
adverse environ menial condllions (Including the presence of hazardous wasles, toxic substances, elc,) Ihal would
make lhe property: more or less valuable, and has assumed that there arc no such condlllons and makes no
~uaranlees or warranties, express or Implied, re~ardlng the condition of the properlY, The appraiser will not be
rcsponsible for any such conditions that do exist or for any engineering or testing that might be required to discover
whether such conditions exist, Because the apprJiser is not an expert in the field of environmental hazards, Ihe
appraisal reporl must not be considered as an environmental assessment of Ihe property,
7, The appr.lscr oblained Ihc informalion, eslimales, and opinions Ihal were expressed In Ihe appraisal report from
sources Ihat he or she considers 10 be reliable and bolleves them 10 be true and correct, The appraiser does nOI
assume responsibility for the accuracy of such items thai were furnished by olher parties.
8, The appraiser will nol disclose the contents of Ihe appraisal reporl except as provided for in the Uniform
Slandards of Professional Appruisal Praclice,
,
9, The appmiser has based his or her appraisal report and valualion conclusion for an appraisal lhal is subject to
salisfaclory compleyon, repoirs, or alterations on Ihe assumption thai complelion of the improvements will be
performed in a workmanlike manner" ' -,
,
10, The appraiser ~ust provide his or her prior wrillcn consent before Ihe lender/cllenl specified in Ihe appraisal
reporl can distribute the appraisal report (including conclusions aboul the property value, Ihe appraiser's Idenlity
and prof~~sional designations, and references to ony professional appraisal organizations or the firm with which the
appraiser is ossociated) to anyone olher than the borrower; the mortgagee or Its successors and assigns; the morlgage
insurer: consultants;: professional appraisal organizalions: any slale or federally approved finuncial inslilullon; or any
departmenl, agency, or inslrumentalily of the United States or any stale or the District of Columbia: except lhal
lhe lender/client may distribute the property description section of the reporl only to dolo collection or reporting
service(s) without having to oblain lhe appraiser's prior wrlllen consenl, The appraiser's wrillen consent and
approval must also be obtained before the appraisal can be conveyed by anyone 10 the public through advertising.
public relations, news, sales, or olher media,
Freddie Mac Form 439 6-93
Page I of 2
Fannie Mac Form 10048 6-93
f'Oftlll ok Wonn.\nc,,]15 WhilnCY ^",,,.., N." limn, CT06Sl1 1(IlOO) ~],.S4S
1\".1I\.l110
r:'l
'.~
APPRAISER'S CERTIFICATION. The Appraiser certifies and agrees thah
I, I have researched the subjecl market area and have selected u minimum of three recent sales of properties most
similar and ,p,oxlmale to lhe subject property for consideration In the sules comparison analysis and have made a
dollar udjustmenl when appropriate to renect the market reaction to those Items of slgnllicani variation, If a
significant Ilem In a comparable property Is superior to, or more favorable than, lhe subjecl property, I have made
a negative adjustment to reduce the adjusted sales price of the comparable and, If a significant item in a comparable
properly Is Inferior to, or leu favorable than the subject property, I have made a positive adjustmenl to Increase the
adjusted sales prlee of the comparable,
2, I have taken into consideration the faelors that have an impacl on vaiue in my development of the estimate of
market value in lhe appraisal report. I have not knowingly withheld any significant Infollllatlon from lhe appraisal
report and I believe, to the besl of my knowledge, thai all statements and Information In lhe appmisal report arc
Irue and correcl.
3, I slated in lhe appraisal report only my own personuJ, unbiased, and professional analysis. opinions, and
conciusions, which arc subjecl only to lhe contingent und limiting conditions specified In this form,
4. I have no present or prospective Inlerest in lhe property that is lhe subjecl to this report, and I have no presenl
or prospective personal Interest or bias with respect to the participants In the lransactlon. 1 did not base, either
partially or complelely, my analysis and/or the estimate of market value In the appraisal report on the mce, color,
religion. sex, handicap, familial status, or national origin of eilher the prospective owners or occupants of the subject
property or of lhe present owners or occupants of the properties In the vicinity of the subject property.
5, I have no present or contemplated future Interest in the subject property, and neither my current or fUlure
employment nor my compensation for performing thls appraisal Is contill8ent on the appraised value of the property,
6, I was not required to report a predetennlned value or direction In vuJue that favors the cause of the client or
any relaled party. the amount of Ihe value estimate, the attainment of a specific resull. or the occurrence of a
subsequent event In order to receive my compensation and/or employment for performing the appraisal. I did not
basc lhe appmlsal report on a requested minimum valuation, a specific valuation, or lhe need to approve a specific
mortgage loan, ;
7, I performed this appraisal In conformity with the Uniform Standards of Profeulonal Appraisal Pracllce thai were
adopled and promulgated by the Appraisal Slandards Board of The Appraisal Foundation and thai were In place as
of lhe errectlve dale of this appraisal, Wllh the exception of the departure provision of lhose Standards, which docs
not apply. I acknowledge lhal an estimate of a reasonable time for exposure In the open market Is a condition in
lhe definition of market value and 'the estimale 1 developed Is consistent wllh the marketing time no led in lhe
neighborhood sectl~n of this report, unless I have otherwise stated In the reconclllalion section,
8, I have personally Inspecled the interior and exterior areas of the subject property and the exterior of all properties
Iisled as com parables In the appraisal report, 1 further certify that 1 have noted any apparent or known adverse
condlllons in the subject Improvements, on the subject site, or on any site within the Immediale viclnlly of the
subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of
the properlY value to the extent that I had market evidence to support them, I have also commented about lhe
errect of the adverse conditions on the markelabllity of the subject property,
9, I personally prepared all conclusions and opinions about the real estate thai were set fonh In the appraisal report,
If I relied on slgnlficanl professional asslslance from any individual or Individuals In the performance of the
appraisal or the prcparutlon of the appraisal report, 1 have named such indlviduuJ(s) and disclosed the specific tasks
pcrformed by thcm In the reconciliation section of this appraisal report. 1 certify that any Individual so named Is
qualified to perform the tasks, I have not authorized anyone to make a change to any Item in lhe reporl: therefore,
if an unauthorized change Is made to the appraisal report, I will lake no responsibllty for II.
SUPERVISORY APPRAISER'S CERTIFICATION. If a supervisory appraiser signed lhe appraisal report, he or she
ccrtifies and agrees that: I directly supervise lhe appraiser who prepared the appraisal report, have reviewed the appraisal
reporl, agree wllh the slalements and conclusions of the appraiser, agree to be bound by the appraiser's cerllficalions
numbered 4 through 7 above, and urn laking full responsibililY for lhe appraisuJ and lhe appraisul reporl.
ADDRESS OF I'ROPERTY APPRAISED. 39 N. 10th Straet. I.amovna. PA
APPRAIS~R._ ~Z
Signalure. :if
Name: --Ti!rry E. Freeman
Datc Signed. 1/17/95
Stale Certlfiealion"': RL-000563-L
or Stale License ""
State. PA
Expiration Date of Certification or License' 6/95
,
I
!
SUPERVISORY APPRAISER (only if required):
-'
Signalure:
Name:
Dalc Signed:
Slate Certificalion "':
or Stale License ""
Slate:
Expiration Dale of Certification or License.
o Old 0 Old Nollnspoct ProperlV
Freddie Mac Form ,439 6-93
Page 2 of 2
Fannie Mac Form 10048 6-93
r(lf11\J A Wonn.Inc., J I
~vcru...Ne., navc.n,Cf06511 1(100) 2A]~SU
U,.'IIUJI
"
~
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.........
""-
ESTATE OF
Helen E. Miller
ITEM
NUMBER
UII'\IlII.I....j
A.
1.
B.
1,
2.
3,
4.
C.
\,
2,
3,
4,
5,
6,
7,
8,
.
SCHEDULE H L~
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES Please Prln' or Tvpe
FILE NUMBER
COMMOHWfAIIIl Of '(NN~YtvANIA
INtn.mANC( 'Ak UIURN
1l(~ID(N1 DfCID(N'
DESCRIPTION
AMOUNT
Funeral Expense.:
Parthemore Funeral Home, Inc.: professional services $3,303.05
and funeral supplies
Administrative Cost..
Personal Reprelentotlve Commissions
Social Security Number af Personal Reprelentallve:
Year Commissions paid
Attorney Feel: Andes r Vaughn & Bangs
$750.00
Family Exempllon
Claimant
Address af Claimant at decedent's death
Street Address
Relallonlhlp
City
State
Zip Cade
Probale Feel
Miscellaneous Expense..
Register of Wills: inheritance tax return and
inventory filing fees
$15.00
TOTAL (Alia enler on line 9, Recapitulation)
(If more space II needed, Insert additional shoats of same sl...)
$4,06B.05
[f,Ji;~ll
f C,',
,. ..'t' ..~
BankAmerica
February 2, 1995
MR GEORGE A VAUGHN
ANDES VAUGHN & BANGS
ATTORNEYS AT LAW
525 N 20TH ST
PO BOX 168
LEMOYNE PA 17043
RE: Helen E. Miller
Loan No. 074364-1
Dear Mr. Vaugbn:
This Is in reply to your recelllinquiry of January 17. 1995,
Enclosed Is a copy of the 1994 history with tbe principal and interest for the November payment
highlighted in blue for your convenience.
If we may be of any other assistance, please contact our office on our toll-free number,
1-800-552-7992.
;~
Correspondence Section
Customer Services
IWCJfbs
Enclosure
13301.7
BankAmoricn Morlgago, ^ Division 01 Bank of America, FSB.
P,O, Bo< 26388 Richmond, VA 23260,6388
DANK OF AMERICA, FSU
2810 N PARHAM ROA>>
POST OFFICE DOX 26388
RICHMON>>, VA 23260-6388
TEL 804 762~5300
REQ BY I/WJ
CUSTOMER ACCOUNT ACTIVITY STATEMENT
DATI,: 01 n~)/9~5
PAGE I
MAr <GO r:: HILLER
HELEN E MILLER
39 N 10TH ST
LEMOYNE
PA 17043
LOAN NUMBER: 0743641
**********"""**"*"*"*"**"*"*"*"""""*""*"*""""""****""""***"******"*"****"******
,..,.....'..____,.,__..........,..,.,_,.....,....._,.._,..... cur<r<I~NT ACCOUNT I NFORMA T I ON ......,..-.....,..................-,.,-..,-.........'....'..'..'
DATE TOTAL PRINCIPAL LOAN CURRENT
PAYMENT PAYMENT & INTlmEST INTEREST PIUNCIF'AL ESCROW
DUE AMOUNT PAYMENT RATE BALANCE BALANCE
02-01-95 770.08 628.97 7.25000 89/907.92 999.32
*"""""*"*""**""*"*""*""**""*""""*"""**"**"***"*""""""""""""""""""""""""""*"""*"
PROCESS
DATE
DUE
DATE
ACTIVITY FOR PERIOD 01/01/94 - 12/31/94
TRANSACTION TRANSACTION
CO Dr:: D1::scr.:U'TION
-----..-..-------------..-....-------.--..--..-..--..---..---..-..-......-......--------..-..-....-....-
TRANSACT ION F'R IN. F'A 10/ ESCROW PA ID/ ......,............................,onll~r<.............,........................,
AMOUNT BALANCE INTEREST BALANCE AMOUNT CODE/DESCRIPTION
.............-....--.......--------...-.......---.--....-----.----...--.......--....-......----..---....-...-----.......--..--........--.--.............
11-30-94 01-95 175 PRINCIPAL PAYMENT
29.92 29.92 0.00
. 90/022.92
.11-30-94 1'2-94 "173 PAYMENT
770.08 84.39544~58 122.33
90,052.84 876.99
11-04-94 12-94 175 PRINCIPAL PAYMENT
48.70 48.70 0.00
90,137.2~~
11-04-94 11-94 173 PAYMENT
751.30 83.59 54~5.3el 122.33
90,185.93 754.66
10"'06"'94 11",94 1 '75 F'RINCIPAL PAYMENT
43.3'/ 43.37 0.00
90,269.52
10-06-94 10-94 173 PAYMENT
756.63 82.83 546.14
90,312.89
10"'04..,94 00",00 ~~07 Escr<oW RI~FllND
57.78- 0.00 0.00
0.00
0.00
0.00
127..!J.!J
632.33
~n . 78"
504.67
175 PRINCIPAL PAYMENT
4~~.37 0.00
90,395.72
()9..()~!-94 10..94
43.3"1
0.00
NEW PRINCIPAL/ESCROW BALANCES
18.78 A/II PREMIUM
NEW PRINCIPAL/ESCROW BALANCES
NI::W PRINCIPAL/ESCROW IlALANCI::S
NEW PRINCIPAL/ESCROW BALANCES
NEW PRINCIPAL/ESCROW BALANCI::S
NEW PRINCIPAL/ESCROW BALANCES
NEW F'RINCIF'~ ~scr<()w IlAI..ANCI::S
NEW PRINCIPAL/ESCROW BALANCES
"
'IVIHllh 12111
"
~~
CO_ONWfA,1tI 0' 'fNt4lnVANI4
INHUIIANCr 'AIlIl'UIN
InIOIN' OfCIOIN'
SCHEDULE J
BENEFICIARIES
ESTATE OF
Helen E. Miller
FILE NUMBER
N~~':ER NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Taxoble Bequelts:
1. Margo E. Miller
39 N. 10th Street
Lemoyne, PA 17043
daughter
100%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequel":
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTSIAI.o enle' on line 13, Recopaulollon) S
(If mate space Is n..ded, Insert additional .heets of aame sfze)
.,,,not'''C''''1
~
COMMONWfAUH Of PIN,.SUVANIA
INtUlllANCl lAI '(1U."
.lSIOIN' DfCfOfNT
SCHEDULE F
JOINTLY.OWNED PROPERTY
-~----_._------------- ----
FILE NUMBER
ESTATE OF
!lelen E. Miller
Join' ,.nanl(111
------------
RELATIONSHIP TO DECEDENT
daughter
A.
NAME
argo E. M ller
ADDRESS
39 N. 10th Street
Lemoyne, Ph 17043
B.
c.
.;
.' ~
Jolntly...wned pn>porlYI
ITEM LmER DATE TOTAL VALUE DECO'S DOLLAR VALUE OF
FOR
NUM8'EI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET ~INT. DECEDENT'S INTEREST
TENANT JOINT
1. ^ 05/21 residential real estate $84,000.00 50% $42,000.00
1993 at 39 N. 10th Street,
Lemoyne, Pennsylvania:
see appraisal attached
2. ^ 06/26 PNC Bank, N.A. : checking $7,195.76 50% $3,597.88
1967 account 1/5140043451,
principal and interest
accrued to date of death
-
TOTAL (Aho .nl.r on IIn. 6, R.copllulollon) 545,597.88
(II mort .pace i. noeeJ.d ;nl'" addilional .h.." 01 lame siz.}
WILl,
OF
IIBLBN B. HILLER
I, IIELEN E. HILLER, of the Borough of Lemoyne, Cumberland County, Pennsylvania,
,;
!Ideclare this to be my last will and revoke any will previously made by me.
ITEII 1. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
(1) imposed by any governmental body as a result of my death, whether on property passing
0;--' ;under this will or otherwise, shall be paid from my residuary estate as soon as practi-
~
" ,cable after my decease as a part of the expense of the administration of my estate.
-<t
ITEII II. I give and bequeath all of my household goods, automobiles, jewelry, and
~ all other articles of household and personal use, equipment and ornament, together with
~~all insurance thereon and relating thereto, to my daughter, MARGO E. MILLER, of
Lemoyne, Pennsylvania, provided she survive my death by thirty (30) days. Should my
~"'d d"'h'" p',d",'" ., " h' d"".,d o. ''', '''1",-,.,., d., ."" ., d,,''', ,
give and bequeath all such items and insurance thereon in equal shares to STEVE
_ J SHERLOCK and LINDA SIIERLOCK of lIummelstown, Pennsylvania, or the survivor of them.
'~ ITEII III. I give, devise, and bequeath all the rest, residue, and remainder of my
possessions and estate of every nature and wherever situate to my daughter, MARGO E,
MILLER, provided she survive my death by thirty (30) days.
Should my said daughter
predecease me or be deceased on the thirty-first day after my death, I give, devise,
1
and bequeath a)) the rest. residue. and remainder of my possessions and estate of every
nature and wherever llituate in equal llharell to STEVE SIIERLOCK and LINDA SIIERLOCK of
Ilummelstown. Pennsylvania. or the survivor of them.
ITllK IV. I appoint my daughter. MARGO E. MILLER. executrix of this my last wl11.
Should my said daughter predecease me or otherwise fail to qualify or cease to serve as
executrix of this my last will. I appoint [,INDA SIlERLOCK executrix of this my last
will.
ITllK V. In addition to the other powers and authorities granted to my personal
t/)
~ representatives by Pennsylvania law and by the other terms and provisions of this will.
I
~ I hereby give to my personal representatives the following powers and authorities
I~ effective without court approval and until actual distribution of all property: to
compromise any claim or controversy; to make distribution In cash or In kind. or partly
~ in cash and partly in kind. and in such manner as my personal representatives may
~ 'i determine and at valuations finally to be fixed by them, to invest In all forms of
~ property, Including any stock or other securities in any corporate fiduciary or its
~ successor without restriction to Investmentll authorized for Pennsylvania fiduciaries,
~as my personal representatives deem proper, with~lt regard to any principle of risk or
diversification; to retain any or all assets of my estate. real or personal. without
regard to any principle of risk or diversification, to sell at public or private sale.
to exchange, or to lease for any period of time. any real or personal property and to
give options for sales. exchanges. or leases, for such prices and upon such terms or
conditions as my personal representatives deem proper; and to allocate receipts and
2
,
Invonlory 01 1ho r01l1 (lml porsolllll oaln10 01
Helen E. Miller
deceased
I
.
1. Un cashed medical expense reimbursement check 35 55
2. Miscellaneous tangible personal property; clothing and house-
hold effects 900 00
3. Refund of 1994 federal income tax 499 00
TOTAL: $1,434 55
00 t5i :0
car Ottl
~ -,' 0 ~
u,c ,
..l
, e
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'OL: 1:5
p;" Q:)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
505:
,
MBrg~__~.~ll..~~_____,___...., ,-
bolng duly sworn ___ according 10 I.w, do po... .,Id "Y' Ihot 1110 i R the Executrix
of tho E.t.lo of Helen E. Miller
I.t. of Jw..B.oro,uglLQ,f ,L,eI1)9-Y[!(l.._..,.._.. , Cumb.rl.nd Counly, P.., d.cou.d and th.1 the
o hi I d b her th Id Executrix
Wit n Is an nvontory ma 0 y.... - .-- _._.__1 0 sa
of the onllro ....10 of ..Id docod.nl. conll.llng of .11 tho p...on.1 pro".rty .nd r..1 o".to, exc.pt r..1 ..t.to ouhld.
th. Commonwo.lth of Ponn.ylv.nl., .nd th.t tho IIgur.. oppo.lt. o.ch It.m of tho Invontory r.pr...nt 11'. f.lr v.lu.
.. of tho d.to of d.codont'. d..lh.
--I1l .nd ..b.crlb.d bofor. m.,
(JLi.-
~(JLlt..
19~
I11Mr C ~
E..culor . Admlnhttltor
Miller
10th Street
Margo E.
39 North
--'---"1
NOP'~jl'.l ;':!.l
W[NCV K. ST:{,\U:l. .lr.~r:'I' rill;": I
l.moyne Onto~ Curr.uod:'lr:C: .....:'.1, j'j', r.... '
My Com",I"'o~~~_~~!.~.~,:- ,
Lemoyne, Ph 17043
Addr."
0.1. of Death
12
19
94
D.y
Month
v..,
INSTRUCTIONS
I. An Invontory must b. fll.d within thr.. monlh. .ft.r appolntm.nt of p...on.1 r.pr...ntollv..
2. A .uppl.mont Invonlory mu" bo mod within Ihirty day. of dl.cov.ry of .ddltlon.1 ....tI,
3. Addltlon.1 .ho.h m.y b. .tt.ch.d .. to p...on.lly or ro.lty
4. See Artlcl. IV, Flducl.rlu Act of 1949.
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~EV-lS47 EX AFP (12-941*,
COHHOHWUlTtI Of P[HH5VLVAHIA
DEPAR1H[Hl or REVENUE
BUREAU Of INDiviDUAL 'AMLS .
DEPt. 280601
IllRRIUURG, PA Inu-onl
ESTATE OF flI LLER HErE
DATE OF DEATH 12-19-94
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEOUCTIDNS AND ASSESSHENT OF TAX
DATE 09-18-95
FILE NO.
COUNTY
CUMBERLAND
NOTE' TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TIlE UPPER PORTION OF TltlS FORH WITN YOUR TAX
PAYHENT TO TNE REOISTER OF WILLS. HAME CNECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
GEORGE A VAUGHN III
ANDES ETAL
525 N 12TH ST
LEMOVNE PA 11043
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 11013
AMount R...itt.d
v
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiE'v=is4TEX--,\iip-iiz:ij,,-niifficniF-YNHEiiifANCE-TAin('PPRiiisEHEN:r,--iiLi."owAifcnili-----------------
DISALLOWANCE OF DEDUCTIGNS AND ASSESSMENT OF TAX
ESTATE GF MILLER HELEN E FILE NO. 21 95-0453 ACN 101 DATE 09-18-95
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I Est.t. (Schedule A) (1)
2. Stocks and Bondi (Schedule 0) (2)
3. Clos.ly H.ld stock/Partnership Int.r..t (Schedule C) 131
4. Hadgag../Not.. Receivable (Schedule DJ (It'
S. C..h/Bank Deposita/Hllc. Parlonal Property (Schedule EJ IS)
6. JointlY Owned Property (Schedule F) 161
7. Transfers (Schedule OJ (71
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expan.a./Adn. Coata/Hlsc. E~pan.a. (Schedul. H'
10. Dabts/Hortsag. Liabiliti../Lian. (Sch.dula I)
11. Total Daductions
12. H.t Value of Ta~ R.turn
15. Charltabl./Gov.rnnant.l Baqu..t, (Schadul. J1
14. N.t Valua of E,t.t. Subject to Ta~
If an assessment was issued previOUSlY, lines
reflect figures that include the total of Ahh
ASSESSMENT OF TAX:
15. A.ount of Lin. 14 at Spou.al rat. 115)
16. Anount of Line 14 taxable at Lin.al/Cl.., A rat. 11&)
17. Anount of Lin. 14 t.~.bl. at Collat.ral/Cla.' B r.t. (17)
18. Principal T.~ Dua
NOTE:
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT 1-)
INTEREST I-I
Iql
1101
I CHANGED
,00
,00
,00
,00
1.434.55
45.591,88
,00
181
4,068.05
45.026.42
1111
1121
113)
1141
14. lS and/or 16. 17 and 18 will
returns assessed to date.
41.032,43
49,094 47
2.062,04-
,00
2.062,04-
.00 X. 03_
,00 X ,06.
,00 X ,15_
1181
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE GF TAX DUE
INTEREST
TOTAL DUE
,00
,00
.00
,00
.00
.00
.00
,00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS TIIAN n. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORH FDR INSTRUCTIDNS.I
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RE$ERVATIOHr Elt,t.. of d.cadentl dying an o~ b.for. a.c.ab.~ ll, 19a1 -- if any future Int.r..t In thl ..t.t. I. tran.f.rr.d
In pa.....lon or .nJoy.ant to Chu . Icoll.ter.l) ban.Ucl.rl.. of Uti d.c.dent .ft.r the ..plntlon of any ..t.t. 'or
ll'a o~ for y.ar., the CO.-onN..lth h.r.by awpr...ly r...~y.. tha ~Ight to appr.l.a and ...... tran.far Inh.rltanca Tlw"
.t tha law'ul Cl... . Icollateral) rata an any .uch 'utura Int.r..t.
P\lAPOSE OF
NOTICEI To 'ulflll the raqulra.ant. of S.ctlon ll.D of tha Inh,rltanc. and E.t.t. Tlw Act, Act II 0' 19'1. 12 P,S.
S,ctlon lUD.
PAYHEHT I
D.tach the tap portion of thl. Notlca and .ub.1t ~Ilth your pay.ant to the Raghter of WUIs prlntad an the ravlrsl lid..
--",ka ch.ck or .an.y order paYlbla to, REGISTER OF MILLS, AGENT
All p.y.'nt. ~.c.lvad .hall 'I~.t b. appll.d to any Int.r..t which .ay b. du. with any r..alnd.r appll.d to the taM.
REFUND ICR). A r.fund a' . t'M cr.dlt, Which waa not r.qua.t.d on the Tax Aaturn, ..y b. r.qu..t.d by co.pl.tlng an "Application
for R.fund of P.nn.ylvanl. Inh.~ltanc' and E.t.ta TaM" (REY-ISIS). Appllc.tlon. .r. avallabl. .t the Of'lc.
0' the R.,llt.r of Will., any 0' the 2S R.v.nu. al.trlct afflc.., o~ by elllln, the .pacl.1 2.-hou~
an.w.~lng ..rvlc. nueb.r. for 'or.. ord.rln,1 In P.nn.ylvanla I-IDD-S62-Z0S0, out.ld. P.nn.ylvanl. and
within local Har~I'bur, .~.. (117) 7.7-.0'4, TOOt (111) 112-2252 IH..rlng Iap.I~.d Only).
OBJECTIONS I Any pa~ty In Int.r..t not .atl.fl.d with the .ppr.I....nt, .llowanc. or dl.allowanc. of d.ductlon., or .......ant
a' taM Clncludlng dl.count or Intar..t} .. .hown on thl. Notlc. .u.t obJ.ct within .Ixtv C6D) d.y. of r.c.lpt 0'
thh Notice by,
--wrlttan prot..t to thl PA O.p.rt..nt of Rlv.nur, Boerd of App.al., Oapt. Z.1021, H.rrl.bur" PA l1IZ.-1021, DR
--.I.cUon to h.v. the ..tt.r d.t.r.ln.d at Iludlt of the .ccaunt of thl p.rsan.1 r.p,...ent.tlv., OR
--app..l to thl Orphan.' Court.
AD"IH
ISTRAlIVE
CORAECTIONSI
F.ctual .rra,.. dl.coy.r.d on thla .......ant .hould b. .ddr....d In wrlttng tal PA O.p.~t"nt of R.v.nue,
lIu"eu of Indlvldu.1 hu., ATTNI po.t A.......nt A.vlaw Unit, D.pt. 2',0601, Ilar~hburg, PA 1112..0601
Phon. (117) 717-6505, S.. pIg. S a' the bookl.t "In.truotlon. fa,. Inh.,.ltenc. TeM A.turn for I A..ld.nt
a.c.dent" (REY-ISOI) fa,. nn ..plenetlon of .d.tnl.tratlvelv carr.ctebl. .~ror"
DISCOUNT I
If .nv tlW du. I. p.ld within thr.e IS) cea.ndll,. .onth. .'I.r the d.c.d.nt'. d..th, a flv. p.rc.nt e5~) dl.count of
the t.M peld Is .Uow.d.
INTEREST I
Int.r..t t. ch.r,.d b.gtnnlng with 'Ir.t d.y 0' d.llnqu.ncy, or nine e,) .onth. .nd on. el) d.y froa the dete of
death, to the d.t. of pav..nt, T.w.. which b.c... d.llnquent b.for. Januarv I, 1'12 beer Int.r..t at the ret. of
.Ix 16~) p.rc.nt p.r annu. c.lcutat.d .t . dallv rete of .00016~. All taM" which b.c... d.llnqu.nt on end ,'t.r
Jenuery I, 19.2 will b..~ Int.r..t at I ,..t. which will vary 'rol c.landar y..r to cetlndar y.ar with th.t r.t.
announe.d by the PA a.p.rt..nt of A.venul. The .ppllcabl. Int.,...t rllte. for 19.2 through 1"5 .r..
!!!!; Int.r..t RlIIt. Dally Inter..t F.etor ~ Int.,...t R.te D.lly In..".t Facta,.
n.z Zo:c ,0005.. 1'.7 .. ,DDOZU
19l5 16:< ,DoOlfll 19111-1"1 II:< ,000501
191' 11ie ,000501 191)2 .. ,DOUlf1
1915 13:< ,000556 11)I)5-1"1f .. ,oOOl9Z
1916 1DiC ,QOOZ7" 19'5 .. ,OOOZ41
--Int.r..t I. c.lculat.d .. fo11owtl
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice I..u.d .,t.~ thl t'M b.co... d.llnqu.nt will re'l.ct en Int.~a.t calculetlon to ,Ift..n (15) deya
b.yond thl data 0' the ........nt. If p.y..nt It .ada efhr the Int.r..t COltput.tlon d.t. .hown on thl
Notlc., .ddltlon.1 Int.,...t .u.t b. c.lculat'd.