HomeMy WebLinkAbout95-00510
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I)ETITION FOn I)IWIIA TE und C;RANT 0... LETTEnS
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II/'" k/lr/ll'I/ 11.1 ___'_~_._'______ To:
_______mm_...___ Ilegl"er Ill' Will, I'IV Ihe/ _ J
__._, n"""IImJ, COlllIl)' of _C/lfll/J.<:I{(.!/~ ill Ihe
SOl'lll/ S"('lIrll.l' Nil, .~3-==-3..A~3.3J.., Conllllollweull h of Pellu,ylvlllliu
The pelillouof Ihe lIud..-IIII,",1 re'peelfllll)' rel,re,eul, 111111:
"our pellllllllcrl'), whlll,lure IN )'eut> olugj1 or older ulllhe e.\eclllc.lt<..
IlIlhe It", will ol'lhe IIhmcdecedeul,lluled _/l/:~/..!..-..~___
ulld emllcll(s) dUlcd ..At:1Vs..._________
lIumed
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(1t\1 \lh'\'I, 1I11l1lh,,'r IImJ IIItllld".IIiI))
l>eeel\deUI, \hpl -<E~A'eurs of uge, died f/11J--y.L.. ,- ,19 'I ),
IIl_CIl/U_.JIL__L - ,
E'eeplns I'ollu"" decidclIl did Illllmurry, wns 11111 dimreed ulld did 1101 have a child born or lIdOplCd
uner e,"cllllolI Il(IP'r ~ill orl'ered I'llr prohule; wn, 1I01lhe \'Iclimof II kllllllg and WlIS never adjudlclIled
incIlmpclcm: _1Y/-fL .
Deeendelllul dcmh oWllcd properlY whh eslimllled \'nlue, liS 1'01101\'\:
(If domiciled 1III'u,I All pet>olHlI ptoperl)'
(If 1101 domlcllcd 111 Po,) PersoulIl prnperlY ill PClIlIsyl\'lIl1iu
(If 1101 domiciled 111 1'",) Pcrsolllll properl)' ill COUI1l)'
Vnlue uf rcnl "'~lnIL' in PfI1ll~\'nl1iu
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WIIEREFOHi:, pelllillller(s) rc.'pecll'lIl1)' rcquesH') Ihe prohUle of Ihe lasl will and codlell(,)
prc'ellled herellllh nnd Ihe grullIof IcllelS__'T-eS:f}/JtlCA.':tJt.,C'l
. 1l~'\lill1l~'111a'y; mlnt.ni\lrlllion to:.l.l1.i adlllinlurnllon d.h.n.t.l.a.)
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OATH OF PEnSONAL REI)RESENTATIVE
COMMONWEAI.TIt OF I'ENNS\'LVANIA } >I
COUNn' OJ.' _--CJJJ1Il~RLAND l:I
The pelllilllICII') ahlllc.nunlCll '''eml') or IIlllrm(,) Ihallhe S1a1emelllS illlhe foregoing petillon arc
Irue lIud corrc~11l1 I he hC'1 of Ih,' kllowledge uud helief of pelilll1l1er(s) IInd IhlllUS personal represen-
IllliL'e!>) 01 Ih""IH" e dc~edelll pelllinlle'l') \\'111 IIC~ll1l1d I I Y udmluislerlhe, eslllle uccording 10 law.
SIIl1tU In l~' Illfirmcd allll ,uh,crlhed {~-~~)~~U~1L' ~
helore me Ihl\ _ ___ _lSj;h__. dll) nl _ _;.:., _ "
,lune 11)-.9_5_ a
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-'-ID -~
No. 21-95-510
Estate of
LILA W. McKAIG
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JULY 7 19~, In consideration of the petition on
the reverse side hereof, ,atlsfactory proof having been prcscnlcd before me,
IT IS DECREED that the Inslrumcnt(s) dated APRIL 27 , 1988
dcserlbcd Ihcrcln be odmllled to probale and filed of record os the lasl will of
LILA W. McKAIG
TESTAMENTARY
L. JAY MAPSTONF.
and Letlcrs
arc hereby gronlcd to
~O^(t
c., Yo ...:, l1,.e&5)."..-t.\
Re,lll" or/will. '
FEES
Probate, Letlcrs, Etc. "..,.. " $ 80.00
Short CcrtIOeates(l) ,."""" $ ::\.00
Renunciation"...."",.",. $ .; nn
x-pages lit Jcp $ R .00
TOTAL _ $ 96.00
Flied ,..' .JULY..1 ,i 99,5.. .. .. .. .... , ..
ATTORNEY (SUP, CI. 1.0, No,)
ADDRESS
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LAST WILL AND TESTAMENT
OF
LILA W. McKAIG
I, LILA W. McKAIG, of the Borough of Carlisle (Apartment
J-9, 770 South Hanover Street), Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this as and for my Last will and
Testament, hereby revoking and making void any and all Wills and
Codicils heretofore made.
FIRST
I direct the payment of my just debts and funeral expenses
as soon after my death as may be convenient.
SECOND
I declare that I am now an unremarried widow and that
I have three children, to wit: A daughter, Helen L. Julian, of
37766 parkview Drive, Oconomowoc, Wisconsin 53066; a daughter,
Iris W. Mapstone, of 23 Terrace Drive, Nyack, New York 10960; and
a daughter, Judith A. Mitchell, of Jackson Street, Muncie, Indiana
47302.
THIRD
I give, devise and bequeath unto the Rev. Donald Mitchell
and Judith A. Mitchell of Jackson Street, Muncie, Indiana 47302,
my cottage located at Mahaffey Camp in Mahaffey, Pennsylvania.
FOURTH
All the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate, I
give, devise and bequeath, in equal shares, per stirpes and not
per capita, unto my three daughters as aforesaid.
FIFTH
I hereby nominate, constitute and appoint L. Jay Mapstone
and Iris W. Mapstone of 23 Terrace Drive, Nyack, New York 10960,
or the successor or survivor thereof, as Co-Executors of this my
Last Will and Testament. In the event of the renunciation, death,
resignation or inability to act for any reason whatsoever of both
the said L. Jay Mapstone and Iris W. Mapstone, then, in such event,
I nominate, constitute and appoint Ronald H. Julian and Helen L.
Julian of 37766 parkview Drive, Oconomowoc, Wisconsin 53066, or
the successor or survivor thereof, as Co-Executors of this my Last
Will and Testament. I further direct that no bond or other security
shall be required of any Executor or Executrix appointed in this
Will for the performance of his or her duties in any jurisdiction
in which he or she may be called upon to act.
SIXTH
In addition to, and not in limitation of, the powers
conferred by law or by other provisions of this Will, my Co-Executors
Page 1 of 2 pages
.
. .
. .
shall have the following powers, each of which may be exercised
from time to time by my Co-Executors in their sole discretion:
(a) To retain in the form received, and to sell either
at public or private sale, or to distribute in kind,
any real or personal property.
(b) To manage both real and personal property.
(c) To invest and reinvest in all forms of property,
notwithstanding the fact that any or all of the
investments made are of a character or size which, but
for this expressed authority, would not be considered
proper for a Co-Executor.
(d) To exercise any option or rights arising from the
ownership of investments.
(e) To compromise claims without court approval and
without the consent of any beneficiary.
seal
this
IN
to this
27th
WITNESS WHEREOF,
my Last will and
day of April
I have
Testament
, 1988.
hereunto set my hand and
written on two (2) pages,
~ ?}-, J?t,dr'~
Lila W. McKaig
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
We, Lila W. McKaig, and Stephen D. Tiley and Krista
King,
the Testatrix and the witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her Last Will and
Testament and that she had signed willingly (or willingly directed
another to sign for her), and that she executed it as her free
and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witness and that to the best of their knowledge
the Testatrix was at that time eighteen (18) years of age or older,
of sound mind and under no constraint or undue influence.
4~ fj-, ~~
~r~ LJ../~
~-~
Testatrix
April
Subscribed, sworn to
and the witnesses
, 1988.
and acknowledged before me by the
aforesaid, this 27th day of
~A
Public
\IO..\~~ L ll~O, r~'::!.r/ r.u'.1!!~
C.:.:r:isl':ll uml:~r:.;r.':J Co., r:\
My Cor,lmleolon I:;(plreo April 7. 1C,J
Page 2 of 2 pages
I" ,Jay Maplltone
22 Terroce Dr,
Nynck. NY 10960
I'hone (914) 358 7063 - Jlax (914) 358 4315
Office of the Register of Wills
Cumberland County Court House
I Court House Squsre
Carlisle, PA 7013.3387
Attention: Ms Sue Kren
Re: Lalt will and tellament orLUa W. MrKalg
Dear Me Kren::
In accord with your Instructions, I am enclosing the signed and notnrl7.ed renunciation fonn for
Iris W, McKaig who wns nnmed co-executor with me In the will ofLlln W, MeKnlg who passed
away on May 25, 1995,
Please send a short certificate Indlcntlnglhat I om sole executor of the estate to:
L, Jay Mnpstone
22 Terrace Dr,
Nyaek, NY 10960
Thank you for taking care of this,
~~ t5l ;J~'i!?
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Sincerely,
~~q~
Enel,
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21-95-510
RENUNCIATION
,
,
In Rc Estate of L I /If to. /11 (~j
To the Resister of Wills of nU2-1 bete /tfl'/
deccnsed.
The undersigned
:]:;( ,'<
,
(jJ llI/J'Jpc: ~Ne-
County. Pennsylvania.
C0-I'"'.y'" r'.I,J,~
of
the above decedent, hereby rcnouncc(s) the right to administer the estate and respectfully Blk(s) that Lcllcrs
~c;+~ e f1I~" '-,
. h
be issued to L. J ~ 'j fi1~f'5!-ntyr"
WITNESS fY11
hand this \ ~
day of \. ~~
, 19,.t..L:
<~~---~Q~~
~
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(Slanllure)
KENIE MITTLEMAN
Notary Public, State 01 New YOlk
No. 2734746
Qualified 12,. ,ckland County
Term Expires -..do.q, ..,
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'OR OATIS 0' DIATH Ann 12/31/91 CHICK HIRI
INHERITANCE TAX RETURN ~o~:::'-,U~:~DIT'SCLAIMID 0
RESIDENT DECEDENT fill NUMBER
(TO BE FILED IN DUPLICATE ~ I q.:J 51 tJ
WITH REGISTER .()~_WI~~S) COUNTY CODE YEAR NUMBER
D 772 es:;?t";;M.v'ove/L 5J-.
CAr?L'L-e.-rjJ-, /7()13
COli"' c..~ "J r:I
AMOUNT 1U(fIVfO IUf INSUUCllON51
-
REV.1500 EX+ IMA'
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COMMONWu'UH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
DfP1'.280601
HAItRISIURG. PA 17128.0601
DE ~~,. NAM~ IIA . flU . A~ 01 INI I'"
· ;Z.':t"HU~ _ 2.33~r-IDr~-f~ ";~:--li";-"r:'~
(- _Z'~ _'L_/I _ ,_.z:~Li1-
I" ........" ."".... .""'". ..., ,.... '~~:~":~~.:'~_ 0<'" "eu",,, HUM'"
O,lglnal R,lurn [J 7. SUpf)llmlntal A,lurn
Limited Ellote rJ An, Fulur. Inll'..' Comproml..
110, dol., 01 d.olh oll.r 12.12,82)
LJ 7. Plc,d,n' Maintained 0 living hull
(Alloth topy of Trult)
, PINnA TAX IN.OllMAnON SHOULD DI DIRICTEDTO"q,r',,-,,'.!'i-':9" 'ti!},'
of'~ M'"' D ~.C /. 'L
;v'y;1-cK )./ Y 107(.,0
'~~~~s~.;ft~1,;
:1115
::ili!
Be
o 3. Remainder Relurn
(for dOl., of d.olh prior 10 12.13,821
05. Federal E'tale Tax Relurn Required
D.c.dlnl Dild h"oll
(Alloch 'oP1 of Willi
':ORI'O CI
! , I A'lV' -1l/JI,lIs/aIL<-,.___..._.,
lI~ir_
(I}/~:?JSJ'-7g(!~,~~~=,="'~,~"~.
I, Rlol !Ilol. ISch.d.l. AI II )
2, 51.,1. ond land, (Sch.d.l. II I ~ ) -l'.1ra.s-~
3, Clonl1 H.ld SIOll/P.lln."I.II' Inl'''"IScl,.dul. q 13)
A. Mo,tgag., ond Noll. RIlllwllltll I&lhldyl. 0) f A I
5. Calh{ .on~ O'poIIII & MIIl.lluhIOUI rl"onnl Pro,lItly (oS I ~/-)-12.t) 7)
ISc..d.l. fl -r:
6, Jol,'11 Own.d P,op"'1 15,h.dul. II (61
7, T,an"." ISlh.dul. 0) IS,h.dul. II 171
8, Tolal 0'0" A"." l'o'allln.. 1,71
9. funeral hpln"I, Admlnill,ollwl CUU" MhullanlouI
Eop.n... (Sch.d.l. It)
10, D.bll, MOllgag. Uobillll.l. 11"'IS,h.d.l. I)
11. Tolol O.ducllon. I'o'ollln.. 9 & 101
12, N., Volu..1 f,'ol'III". I mlnUllln. 'II
13. Charltabll and Oan,nmlntollltllulIlI ISch.dull J)
104. N.I VolYI Sub Icllo To. Lint 12 mlnuI lInl 13
15, SpoUlol Tranll." II., dOl., 01 d.olh 0"" 6,30,9~1
5.. Inll,ucllonl 'or Af,pllcobll PI,c.nlog. an Alv.nl (15)
Sid., (Includ. yolu.. ,om Sch.d.l. K 0, Sch.d.l. M,I
16. Amounlol L1n. 104 laaobll at 6" '01.
(Includ. volu.. hom Schldul. K or Sch.dull M,)
17. Amount of L1n. IA faaabl. 0' 1.5~ ,aI,
(Includ. valu.. hom Schldull K or Sch,dul, M.)
18, Princlpol'.. du'IAdd la. 'rom IIn.. 15, 16 and 17,)
19. C,.dll, Spoulal Poverty Credit Prior Pormlnll Dllcoun'
+ + .' 1/) ~ _
20, IIlInl 191. gr.al., Ihon IIn. 18, .nl., Ih. dlff.r.n,. on IIn. 20, Thl.l, tho OVERPAYMENT.
. O..I!'III~""''''''-'''"'-'''-''''''''''''III..t.,urmnll':'l_'''''I'I_''''U'Wj'.oIIIUII
21. IIl1n. 11II g'lol.r thon IIn. 19, .nr.r tho dlff.r.n,. on L1n. 21. Thllll tho TAX DUE.
A. en'l' ,he'n'.,.., on ,h. balanc. du, on lIn, 21A.
I, fnl.r tho 10101 ollln. 21 ond 21A on IIn. 21B, Thill. tho BALANCE DUE.
M.h Ch.c" Pa abl. tOI RIgl.t,r of Will., Ag.nt
_ 8. Total Number of Safe DepoII, Bakel
.
s
I
(91
~ 1'J2Y 1~
( 81
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(10)
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(13) ;2-'1
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(181 '7 . 2 II? . o/i'
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(19)
120)
~, 0 <19 'It:.-
(211
(21A) 0/1/
(2IB) -:J...//Jf~.
(161
'C;{,;, ?"I J. 29
(171
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
"
~
COMMONWEAlTH Of PENNSYlVANIA
INHIIITANCI TAX I(fUIH
IIIIDINT DlelDINT
Plea.e Print ar r e
FilE NUMBER
d with the Righi of Survlvouhlp mUlt b. dllClo..d on Sch.dul. P)
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
FAtf~JeJ<5-kIl<J+ 9viI!J5 J1cCO()~
CII5h
f) i!l:e///h1(eOf./5 I- ~/Ls()N;r1 fl?rf~e,ef7
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IJ 5ZJ" dO
IAflQ(h addillonal 8""" M II" ,h"h If more .pac.li n..d.d.1
II'IUIII" 1'111
SCHEDULE H ~
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES PI P I I T
~ _ _ ea.. r n or vp.
I FILE NUMBER
.
COMMONWfAITH Of PfNNSYlVANIA
INI4UllANCf lAlC 1U1URN
~~SIOfNl OIClOINI
DESCRIPTION
1.
7.
.5.
1,
0'.
Fun.ral Exp.n...,
I-h FF{t11f11/ +Roi~ FuVeIOI-! /IrMI e.-
11101J~lIleN't /3 Nq RIWI'#j
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rood-
ESTATE OF
-JJ~iJl-~'~ .
ITEM J
NUMBER
A,
B, Admlnl.lratlv. C..,.,
A,
C,
1.
2,
3.
A,
5,
6,
7,
0,
1.
Personal Representative Commissions
Social Securily Number of Pe..anal Representall.e: '
Year Cammllllans paid /rc,zs=.
~ ff'C-Ufolt. ex pe;.l5c>e; ~A've / .3'37.;0 ftolJC' /'/6.'1'0
Marney Fees tJ}!}; I J 1',Q
2,
3,
Family E.empllan
Claimant
Relallanshlp
Address of Claimant 01 decedenl's death
Slreet Address
City State Zip Code
Probate Fe.. CU;11/;e~ J/J~ a, 1/ c; b -:r:1J1/{?I.J'~ y fee fllO
-1jrx Filij./tj Fee ../11\ I
MI.c.llan..u. Exp.n..., )
-?j,(j)Jc {3/lI~
0-1/ I/IL B / II $.
~;'1-1 seCf/l<.i7f (}flt:,e 1lJ-'1t11&1/J-
/7flj) R e.-I, ~ /1. ()//6(/)l1y 1111'P/--
TOTAL (Also enlor on line 9. Recapltulallan) S
(If more .pac. I. n..d.d, In..rl oddlllanollh..11 of lam. II...)
AMOUNT
6.}J'JlJ, -
~11-
/36 -
/:2-~
;500
(000
s;v. 3'0
1:1-/
"1'1 J',r
; /fj. >7
//02, '-17
/31.. 71
'Iv
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
u:
b.I., d"t/.~~~':d1" I, I.w, d...... ..d "Y' Ih., h.. ie' 1J!.. !fp7,~
, 22tho Estoto of LilA- ~ tIJS=t(Mf'--
lete of 1'fIJ-~ 'I;J(}/I~. ,sje- -'11= 17/p/ 3 ,Cumberland County, Pa" decealOd and thJ't tho
within Is on In.entory made by iJ1/JI'.<.faN~ __, the .ald 4~LV'tn/?
of tho entl.. ..tate 0' said decedent, co sl.tlng 0' all the pe..anal prol'.rty and ..al ..tate. e.cept ..el ..tate outsld.
the Commonwealth 0' Penn.yl.anla, and that the IIgure. oppa.lt. each Item 0' the Inventory repr..ent It'. fair .alue
.. 0' the date of decedent'. death,
t: ~l )1~.nu. ^:~b.crlbed before me,
o au j~ ::.. "" " 9"
A~::r-~~~~
_IUTlIICU(Js,'1N
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of Death ~ . 'I
O'Y
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J()H"J< ~/d~tO'
, . Add...~
if f'r;.
M.tt:
/1f;,r
ur
Date
INSTRUCTIONS
I. An In.entory mu.t be flied within three month. after appointment of pe..onal repr..entatl.a,
2, A .upplement In.entory must be filed within thirty day. of dl.co.ery of additional a..eh,
3. Additional .heets may b. attached a. to personalty or realty
4. See Article IV, Fiduciaries Act of 1949,
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DNO,AIf.O~8t12.. .. .COMMOND~:~1~T~:.~:~:YLVANIA'
'..~".. ",i~;I;' 'OFFICIAL RECEIPTe PENNSYLVANIA INHERITANCE AND ESTATE TAX ,<
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RECEIVED FROM.
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ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
L JAY MAPS TONE
e2 TERRACE DR.
101
"e.099.9c!t
NYACK. NY 10960
ESTATE INfORMATION,
!'I filE NUMBER
Y 21-1995-0:510
f EJ NAME Of DECEDENT IlASTI
II DATE OF PAYMENT
m POSTMAR
COUNTY
SSN 123-32-2336
IflRST) (Mil
OATE OF DEATH
L JAY MAPS TONE
m TOTAL AMOUNT PAID
1&2,099.96
DO
REMARKS
SEAL
CHECKfI 2716
REGISTER OF WILLS
RECEIVED BY ,/, '/ . i /" ./,
$IGNATURf
",V'.
MARY C. LEWIS
REGISTER OF WILLS
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ASSESSMENT I!'I
CONTROL iii
NUMBER
RECEIVED FROM:
I
AMOUNT
L JAV MAPSTONE
22 TERRACE DR /
101
.1l!O.OO
)
NVACK, .!'IV 10960
--
'0&0""1
ESTATE INfORMATION.
m fiLE NUMBER
~ 21-19915-0~510
m NAME Of DECEDENT (LASTI
~ MCKAIG LILA W
II DATE Of PAYMENT
II POSTMARK OATE
COUNTY
CUMBERLAND
DATE Of DEATH
SSN 123-32-2336
(fIRSTI IMII
REMARKS
m TOTAL AMOUNT PAID
( 'JJ -.i
RECEIVED BYh' ~"i,l.1' I ;/..V.V/.:J. I~Jv'
. .
MARV C. LEt, IS I) 1/1,1"//"'-1_
REGISTER OF WILLS
L~JAY IW'S'Il:H!:
.120.00
PB
SEAL
CHECK. 2728
REGISTER OF WILLS
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L. Jay Mapstone
22 Terrace Dr.
Nyack, NY 10960
Phone (914) 358 7063 - Fax (914) 358 4315
October 31, 1995
Mary C. Lewis, Register of Wills
Court House
Hanover and High Street
Carlisle, PA 17013
Re: Estate of Lila W, McKaig
File No, 1995-00510
Dear Ms, Lewis:
I was advised by phone last week that contributions of$I,OOO each to the Alliance Home of
Carlisle and Nyack College in NyackNY were not tax exempt in that they were not expressly
mentioned in the will of Lila W, McKaig, The contributions were made to honor Mrs. McKaig's
verbal instructions prior to her sudden death which left no time to alter her will,
Enclosed you will find a check in the amount of $120 which represents the balance of the tax
owed,
I trust that you will find this satisfactory and that this will conclude the matter of Mrs, McKaig's
estate,
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REV-1547 EX AFP (12-94*
CDHHONWUL TH Of' PENNSYlVANIA
D[PMTN:"T OF R(vt:Jr&JE:
BUREAU Of INDIVIDUAL "XU
DlPT. III'D I
HARRlllURG, PA 171'I-a,al
NOTICE OF INNERITANCE lAX
APPRAISENENT, ALLOWANCE OR OISALLOWANCE
OF OEDUCTIONS ANO ASSESSHENT OF TAX
ACN 1 Dl
DATE 11-13-95
FILE NO.
DATE OF DEATH 05-25-95 COUNTY CUMBERLAND
NOlEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORlION OF THIS FORN WITN YOUR TAX
PAYNENT TO THE REOISTER OF WILLS. NAXE CHECX PAYABLE TO "REOISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
L JAY MAPSTONE
22 TERRACE DR
NYACK
NY 10960
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Aooount RHlthd
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii{lj=iii4';-iif-Aj:p-n'F9Iij-Noi"icEuOj:--itiHEii'ii'iliici-i"AX-iiP'jiiiiiisEHEN'i'-,--ALi."oiiiitfci-oliu---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCKAIG LILA W FILE NO. 21 95-0510 ACN 101 DATE 11-13-95
TAlC RETURN WAS, ( I ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Roal E.t.t. ISchodul. AI III
2. stock. and Bondi (Schedul. 8) (2)
5. Cloa.ly Held Stock/Partnerahlp Int.r..t (Schedule C) 15)
4. Mortgag../Not.. Rac.lvabl. (Schedule DJ (4)
S. Caah/I.nk Depollta/Hllc. Parlonal Property (Schedule E) IS)
6. Jointly Owned Proporty ISChodul. FI 161
7. Tr~.f.r. (Schedul. g) (7]
8. Tot.l A...t.
.00
43,055,00
,00
,00
4,810.75
.00
,00
lal
47,865,75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,024,46
9. Funeral Expen.../Ad.. Coatl/Hllo. ExPen... (Schedul. H) (,)
10. Dobt./Hortg... Llobllltl../Llon. ISchodul. II 1101 .00
11, Tot.l Doductlon. 1111
12. Nat Value of TIM R.turn (12)
15, Ch.rltobl./Go..rnaont.l Boqu..t. ISchodul. Jl 1151
14. Not V.luo of E.t.t. Subj.ct to T.. (14)
NOTE: I~ an aaseeament was issued previoUSlY, lines 14, IS and/or 16, 17 and 18 will
reflect ~igurea that include the total o~ ALL returns asaessed to date.
ASSESSMENT OF TAX:
15. Aaount of Line 14 at Spou..l rat. C1S)
16. ~t of Line 14 taMable at Lineal/Cl... A rat. (16)
17. A~t of Lino 14 taxable at Coll.taral/Cl... Brat. (11)
11. PrinoIpal Tax Due
9.01'4 46
38,841.29
.00
38.841.29
,00 X,OO.
38.841.29 X ,06.
,DO X.15.
ual
.00
2.330,48
.00
2.330,48
TAX CREDITS:
PAYNENT
DATE
08-11-95
RECEIPT
Il\II1llER
AA048112
DISCOUNT (+)
INTEREST (-I
110,52
AIIOUIlT PAID
2,099,96
PAYMENT MUST BE MADE BY 02-26-96..
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2,210.48
120,00
.00
120.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIDNS.I
~
.
AE$ERVATUJrh EIt.t.. of deudenh dying on Dr before o.c-tMr 11, 1911 ...... Sf ."y lulun tnt.r..t In the .stat. h tran"'rred'
In ,0.....1011 or ."Jav-ent to el... a (col1.t.r,1) ~flcl.r... of ~ dec~t .,t., the expiration of MY ...at. far
II'. or for w..r., ~ C~.llh ~rebv .xpr...l~ r...rv.. the right to ~r.I.. ~ ...... tranl'" l~rlt~. Tlx"
at the l...ful Ct... I (colhl.raU nt. on WIlt IUCh future lntar..t.
PURPO$l! ...
HallCEa To fulfill tM r""I,...."" of SMUon 2140 0' tM IntM,UMc:e IIncI Elbt. Tn Act, Act ZZ of 1"1. 7Z P.I.
hclUon 2140.
PAYMEHTI o.tach the top portion of thh NoUe. Bnd tub. It with your Plyant to the Reallh,. of Wills prlnt.d on tt. raver.. .Ide.
e...... check or ....>> order p.Y*11 tal REGISTER OF MILLS, AGENT
All PIYNn'S ,",Iv'" ahlill first tM -..l1ed to MY Inbr..t .....lch uv be 00M with MV ,....lneNt ...,l1ed to the tlX.
REfUND (CAh A ,..,und 0' . to crlMilt, which wa. not r.....ted on the Tu Altum, HY eM r.....ted bv cOllPlaUna .. ooAppl1utlon
'or Refund of Penn,yly.".a Inherlt~. IIncI E.t.tl T..w CREV-lSIS). AppllC8tl~I' ar. ,vIII~l. .t the Offlc'
of the Ragl.t.r of Will., -ny of tha Z3 R.v~ DI.trlct Dfflc.', or by calling the spacl.1 24-hour
answarlng ..rvlc. ~r. for fora. ordering, In P~.ylvanl. 1-100-'6Z-ZOSO, out.lde p~.ylvanla .nd
within local Harrisburg .r.. (717) 717-1094, TDDI C7l7) 71Z-ZZSZ CHa.rlng I.,.lred Only).
DIJECTlONSI Any p.rty In Int.r..t not ..tlsfled with tM IIppr...~t, .1lowMC' or dl..lloww.c:. of deduotlon., or .......-nt
of talC tlnoludlng dlacount or Int.rut) .. IhcMl on thll Notlc. .,.t object within .bely C6D) cbIy. of rac.lpt of
thl. Notice bYI
--wrlttan prot..t to the PA Deplrt-.nt of R.venue, loard of Appall., Dept. ZIIOZI, Harrl'burg, PA 17121-IOZl, OR
--.Iactlon to h.v. tha ..ttar d.t.ralned at audit of ths accot.r\t of tM par'OMI rapr..ent.tlv., OR
nappa.1 to the Orphan.' Court.
AI.tlN
IITRATlYE
CORRf:CTIONSI
INTERESTI
Factual .rror. dlacov.rad on thl. ......-.nt should b. Iddr..sed In writing tal PA Dap.rt-.nt of R.v~,
Bur.au of IncUvldlJal Tax.., ATTNI po.t A.....NIlt Rlvl" Unit, Dept. 210601, Itlrrlsburll, PA 17UI-0601
Phone (717) 717-6505. s.. page S of thl bookllt "Instructlonl for Inheritance T.x R.turn for. A.Ildant
Dec~,tW CREV-lSOI) for an .xpl~tlon of ~Inl.trltlv.lv corraot~l. .rror..
If any tax due I. paid within thr.. (5) clland.r ~ths .ft.r thl ~edant.. delth, a flva plrcent (SX) dllcount of
the tax p.ld .. allowed.
Int.r.at .. charged bealmlnt .,Ith flnt day of MlI~y, or nine C91 IIOf'Ith. and one (I) d.V fr. the chit. of
delth, to the d.t. of P'YMnt. hxu whldt bec_ dall,",,*,t before JllftUlrv I, 1912 bur Int.r..t .t the rat. 0'
.be ('X) parcent par .... calculltMS .t I dIlly rat. of .000164. All tlllll whldt bK.. cMJJnquant on .nd .ft.r
January 1, 19a2 will bear Int.r..t It . rlt. whldt .,111 vary froe c.l~r y..r to cllendar y..r .,Ith that rat.
announcMS by thl Pi Dap.rt-.nt 0' R.vanua. The appllcabla Int.r..t r.t.. for 191Z through 1995 .r'l
DISCCUfT I
~ Intarut Aata Dally tntlr..t Factar !!!!' Inhr..t R.t. O.lly Intarnt FlCltar
19lZ ..X .000548 '''7 'X . nozn
1915 lOX .OOOUI 1'''-1"1 llX .00DSal
".. llX .00UOl '99' OX .000247
1915 UX .aaU56 1995-1994 1X .00019Z
".. lOX .01aZ74 '99' 'X . aoDZ47
.-Int.,.st I. c.lcul.t~ a. fallowsl
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. 1..UId .ft.r t~ t.x baeo... d.llnquant .,111 rafleat an Int.r..t calculation tD flft.-n (15) d.YI
tMyond thl etat. of thl ........"t. If Plyant .. lIIda .ft.r thai Inter..t co.put.Uon data shown on thl
Notlc., ~Itlonal Int.r..' au.t tM c81cul.tad.
.I~.lm.,. ......
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
. -..
- COMMONWEALTH 0' PENNSYlVANIA
DEPARTMENT 0' REVENUE
aURIAU DF INDIVtDUAL TAXII
DEPT,21ll601
HARRIUURO. PA t112B.Q601
DECEDENT'S NAME
filE NUMBER
HcKa1
I.Ua II.
2195-0510
C
101
5CHIDULI
ITlM
NO.
EXPLANATION OF CHANGES
J
81
&2
.!axa_~le, _llot_Jn. lUll...
., ...-... +'~+'_'___-~'__"+'~"""_"~e"" "_..r~'_'~'nw__~__.~____._~___"_ _'_W'~"__'_._~.r _._.+ __..
w__._._~,_._ ~_ ,.,~ ">~_..."._' __.'_~~_n_ +'__' _~ _ __._,,~,,~_..."
,.~-,-,~. ...... -..~~--_.,..__..,...
-~~-- ----""-." '._'___d""'" _'~"_'_~.'_'~_'~+~.__'W ~ _....~ .....,' ....~.., v.._.. ...._~...,..__ ~____.w,",_____ ._~__."______~_...._~_~~...~._______....~___. ~ ..,____ '_~.
-----~-- -- _w ~_~_ ..._.__...,. ~____ ______~._....._.,..__._....._. "~T~_ '" ...~~,.. _'_'_'_"'__"'__'~ _'"'__.-~........_....-.~..___~.~._<___...___,.._ .,__ _._ _ __ .._
..~- -........._.~-~ ~_._----...~ ''''~'' -, "":- ~-..~_._------+-..._-..>----..~~..-:'"C___~~.""........._.-.~"_._..... ___ '^~~""'_,__~_ ______....~__.___...._ . ~ ~.. _..,~.._
.~,., -.- "__'_'.__4'_._';"__~'__~___,-,,,,,,,,,,-,-.~ .,...." ~ ____"_.~+~,...____:-_.......,.__~...,.'"'*:~:~. ..".".4,-, ~_.... ___...,.~._____._~"...._ ._..._.k.._ _._..,.. ~__'.
_._~---~-..... ,~"',."' w""__,___"~_,,,,._-'--"-_____._..,.....__,"~'~ C._~~'~".~~~~_.....__..,._-._..,.__..,_ ~~~_--",,";_,'_._.__...._ _"_ _.......___~___ _............._...~y _..
u.. ..___~.~
--____.___...'n..~n~..~..-.~-~ ~_._____~_.__._..,. K'~""____~_'-'_."";,_""",_"",,, ...~__._~.___.._~______--,-.~___~._____."_~~.._~
--~..,,,~..._.~.~'-----~.---~_.- ---~..._._.- _..;.~,-'-.-;"-,.,~.",...-...~.~ .......~._...---,....,.-.,.."...,....................--...._~~._.~-_----.<----.__.~-_._.... ~..
~ ~.~...... ______.~___~_,___w,._,.__~...""..~..,_~._~ '._ _ ~..-->-.C__~___ ___ _..._. ~.~_, __ '_ ... ..;._ .~~__~...~ __..__ w_ _____..... ~ .'_.._.._..........._..___ .~_.__,
--"~ ------ __u_ __~.__~_.._"'.~ ___'_'_,^___.~.~_ ~..__ .__ _u_......~___n..;<_~._ ,...._.__ .~___". ~,..~._<.~, ____.___..~._'_'-.-.--._._.__, "~_____~__~.. _ ~__ ~ ,_.<____
_._-Y_'._.._~.-.. ._~.__'_ ~,~.. __...~. _'''_'~~.'_'~__''.~'
- .._~ _.~._---- ...- ~'~""----~--'- --._- ......- ._._'.~. -- --,...-~--_...- ~.
"--.--. ~-_._,-".~ ...~.__ .-. ___ 00.____.,__ _0 ~.._. .......'~ ___.~._.__..___
.__.._----.~-- ~_..~._.- ._----~--_._,--.-_. .~~
'_'<'__~_"~_'~-.;.____n.,. _~.~. ._,_ ..._~~...~. ._._~..~_. __......_.,
. --~-~..._.-. ..~~--.. -_......._,~.--. .
,. ~c-'. .,_ _.._._ '~"__+_~~_~."~."""-'"
-~..._.. ..."..~.. - ....---~ --- .-... ..-~ ~_. ~-..~ +...- ...... -..- ...- ~ .
TAX EXAMINER,
Deborah llash1nllton
PAGE
i'l
, .
II
ACN 101
RIV-1607 IX AFP 1120941*
c~AL'H OF PENNSVLVANIA
DEPAlltHlNT or RIYltrAJ(
IURfAU Of INDIVIDUAL 'Uti
DlPT. IIun
IWtRIIIURO, PA '7"I.UU
INHERITANCE TAX
STATEMENT OF ACCOUNT
OAT! 12-11-95
DATI OF DIATH HCKAIG 5 LILA W FILE NO. 21 95R-0510
05-25-9 COUNTY CUHBE LAND
~Ikl TO TN'URE PROPER CREDIT TO YOUR ACCOUNT. ~IT THE UPPER PORTION OF THIS FOR" WITH YOUR TAX
PAY"ENt TO THE ADDRESS SHOIIN. tlAXE CHECK PAYABLE AND RE"IT PAY"ENT TO, ,
L JAV MAPSTDNE
22 TERRACE DR
NVACK
REGISTER DF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE. PA 17013
"
,
NV 10960
A.....,t R_ltt.d
CUT ALONG THIS LINI ~ RETAIN LOllER PORTION FOR YOUR FILES .....
i(i..;:iii"llTix-Af,'p-rr"i=94y------..ilii-iflHEiiiTAilcCTAX-STAiiiiENT-ilTAcciiuii'i--ii...---------------------
ISTAT! OF MCKAIG LILA W FILE NO. 21 95-0510 ACN 101
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED
ESTATE, SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATIDN OF ALL PAY"ENTS.
THE CURRENT BALANCE AND IF APPLICABLE A PROJECTED INTEREST FIGURE,
DATE 12-11-95
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 11-06-95
PRINCIPAL TAX DUE.. 2.330.48
PAVMENTS (TAX CREDITS).
PAVMENT
DATE
08-11-95
11-01-95
RECEIPT
NUMBER
AA048112
AA082283
DISCOUNT (+)
INTEREST (-)
110,52
.00
2.099,96
120,00
AMOUNT PAID
-:j
-'
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2.330,48
,00
.00
.00
,
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIOKAL INTEREST,
I IF TOTAL DUE IS LESS THAN .1.
HO PAY"ENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YDU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.
PAVtEHTI
OIIttteh the top portion of thh Notle. end IUbelt with your paYMnt nde p.-I. to the n... end IMIdn..
p~lnted on the r.v.r.. .Ide.
If RESIDENT IJ[Cl:DEHT ... check or lIOMY order p.yebl. tal REGISTER OF WILLS, AGENT.
If ,....R!SJDEHl' DECEDENT ...... cMck or IIftMY order pe1ebla tal CotltOHVEALTH OF PENNSYLVANIA.
All p.v-nt. rec.lved IhIill be 1IPP1led fir.t to .,y Intar..t which MY be .. with any r...lndlr ...,lled to the tex.
REFUND (CA)I A r.,\hI of a tu Ilredlt, which VI' not r.....ted on the Tax Adurn, MY be r....ted by c..,latlng .,
"Appllllatlon for Aafund of Pann-vlv.nl. Inherltenca end [.tat, Tax" CREV-ISIS). application. ar. avallabl, at
the Offlca of the Aeal.tar of Will', any of the lJ Aavenue Dl.trlot O'flc.. or fr~ the a.part.antt. Z4-hour
.,....rlng .arvlca ~r. for 'or.. ordering I In penn.vlvanla 1-aOO-S6Z.Z0S0t out.lde Penn.ylvanla
and within local HarrisbUrg ara. (717) 717-8094, TDDI (717) 77Z-ZZSZ CHairing I.,alrad only).
REPLY TDI au..tlon. rao-rdlng ,rrara contained on thlt notlc. shOUld lMI Mldra..ed tal PA Depart....t of Aev......, Buraau
of Individual Taxa., ATTNI Po.t A......-nt Aavl.. Unit, Dapt. Z10601. HarrllburG. PA 17IZI-0601, phona
(717) 717-6505.
DISCOUNT. If ....y hx due 11 paid within tnt.. U) callnd.r IMM1th. a,br thl decadent'. death, a flv. IMrcent (IX) d1lcount
0' thli tax p.ld It allowed.
INTEREST. Int.r..t I. cherged baolnnlng with 'Ir.t day 0' delinquency, or nine C,) .onth. and one Cl) d.y 'rDe the data 0'
cta.th. to the data of p.)'MItt. hx.. which bee... dellnquent lMi'or. January I. 1912 bear Int.r..t at the rat. af
.Ix C6%) pere.,t per ~ C11lculatad at a dalh rata of .aaol". All hu' which bM... delinquent on and aftar
Jenuary I, 191Z will ~.r Int.ra.t at . rat. which will vary 'rOl c.landlr year to calandar y.ar with that rata
anncM'tCad by tM PA Depart..,t of R.vltnUl. ThIi N>>fIllcabla Intar..t t.t.. for 191Z through 1995 ar'l
Va.r Intara.t Aata Dally Intara.t Factar
Vaar
Jnt.ra.t R.ta
Dally Int.r..t Factor
191Z
19111
1914
1915
1916
ulntar..t
20X .010541
16X .'0.411
llX .0DDUl
UX .DDUS6
lOX .000274
1. calculatad a. '011ow'l
1917 9X .aooz"?
1911-1991 11> .lOnlt
199. 9X . nozn
1995-1994 n .000192
1995 9X .nDZO
IIlTEIlElIT . BALANCE OF TAX UIIPAIO X "UnBER OF DAYB DELlnQUEIIT X DAILY IHTEREBT FACTOR
--Any Notice I.sued .,tar thl tax beeoae. delinquent wIll r.'laot an Intara.t calculation to fifteen (15) dav.
beYond the cUlt. 0' ttM ..........t. 11 pa,..,.t I. .Ida aftar thl Inter..t cOllPUtaUon data thoMn on thII
Notlc., .odltlonal Intar..t ...,.t be calculatlld.
COttONEAL1H or POMYLVAHf.
DEPARltufT Of REYOLE
IlRfAU Of INDIVIDUAL lAXU
DEPl. nUll
HARAISIURG, P' 17UlaUOl
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO.21 95-0510
ACN 95158593
DATE 12-12-95
TYPE OF ACCOUNT
EST, OF LILA W MCKAIG 0 SAVIHCS
5,5, NO, 123-32-2336 iii CHECKING
DATE OF DEATIl 05-25-95 0 TIlUST
COUNTY CUMBERLAND 0 CENTH.
REHIT PAYHEHT AND fORHS TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
..'......D&>> "."1
HELEN l JULIAN
43 FRIENDSHIP CIR
DAYTON DH 45426
FARt1ERS TRUST C~PANY hili provided thI Dep.rt.....t with lhli InforHUon Ihl~ tMlow ""Ich tws been Uled In C8lcul.Ung the
pot..,thl t.. ~. lhlll,. records IncUc.t. that .t thII dedh of tM .ttDv. dec:.-nt, you ...r. . Joint ownerl...flchr~ of th" KCCKI1t.
If you f..l this Infor..tlon I. Incorrect, pl...a obtain wrltt~ correction froe tM flnancl.l In.tltutlon, .ttach . copy to thl. for.
IIt1d ,..turn It to the IIbov. Itddr.... 'hh eccCUlt h t...tJI. In Kcorca..c. with the l~rItMC. lax L.... of thII eo-onwe.lth of P...".,lv."I..
;w,..UDf'1 MY b.I an.....r.... bJ c.llInQ (1112 '13~ c:2'1.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No, 617792 Doto 10-23-92
E.toblhhod
Account 801""0 2,229 . 47
Porcent T..obl. K 50.000
~t SubJoct to T.. 1.114,74
Tox Roto X .06
Potential To. au. 66.88
PART TAXPAYER RESPONSE
1!I1~.'''I.L''~irCtl.''~~.i:''ILLi 1I.IS!/LTtl"!i~!l, Ctl'f~.C.~"I;.',:rAX:..~8'~"!tI'1'i~"Iq),'.~.ii~I'!i'.~,!,~Cl;il
A. [;1llM abov. Info,..tlon .... t.. 0.. h corraot.
~ I. You..y chDo.. to r..1t p.YMnt tD the R......... of Willa _Ith tvo copl.. of th" notlc. to obt.ln
. dhCOl.Wlt 0,. wold Int......, 0,. you HY chack bale """' WICI r.turn thh notlc. to the Al8tlhl." of
Will. and an offlcl.1 .....~t _III tM I.~ by the PA Dep.rt-.nt of R.venue.
To Insur. p..ope" c..edlt to you,. KCOU'lt, two
U) copl.. of th" notlc. au.t KCQ8IP"'Y you..
p.YMnt to u. R....t.r of wills. ..... check
p.,.bl. tal "'R....t.r of Ifllll, "8Mt-,
HOlEl If tax p.YMnt. .... Nda ..I thin thr..
IS) IIDnth. of the decadent'. dIIt. of de.th,
you _y deduct . 5% dhcOU1t of the tax dIM.
Any 1~..It..IC. t.. due will bacON dellnquMt
nl.... (,) ."th. .ft... the dlt. of de.th.
[CHECK ]
ONE
BLOCK
ONLY
I. 0 The above ....t h.. bHn or will be r~rtM and tSIC p.ld with thI p.,w,svIVMI. Inherlt8nC. Tn ...turn
to be filM by tPM dec...,t's r.r..."t.U.....
c. 0 The abov. Infor..tlan lJ..,..I.ncorract and.Io~abt. end decb:tlon. wer. p.ld,bY you.
You w.t c~l.t. PART t.!J lIndIor PART l!..J tMlow. _'
If you lndlcata a dlff.rent t.M r.t., pl.... .tat. your
roloUonlhlp to ,*,odont I
'1
PART
~
TAX RETURN - COMPUTATION OF TAX ON
LINE 1, Doto E.tabll.hod 1
2. Account B.1.oc. 2
3. P.rc..,t TtlXllbla 3 x
4, ~t SubJoet to Tox 4
5, _ta end _Uon. 5
6. AIoDunt Toxoblo 6
7, Tax R.t. 7 x
e, Tox au. e
JOINT/TRUST ACCOUNTS
>\J!d@i:W:lIf!'JCIAI,;:.~$E:Ct~1. V,ii O"^~!
i~~,irl;~~::':f~~~~I~~~1j~~i'i~~~:;N~~;\:'i
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PART
I!l
DATE PAID
DEBTS AND DEDUCTIONS
':',;7.
.8.
CLAIMED
,-:......'..,
'<"~:.,:
: .:.~
:
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL IEntar on Lln. 5 of TaM Co.put.tlon) .
feet. I h.ve reported above are true, correct ~
( ? N 1 ":) \'1' ' 71l~ ~
( I' l" ..
DENERAL INFORMATION
1. FAILURE TO RES.-oHD WILL RESULT IN AN OFfICIAL TAM ASSESstiEHT with IIPPlIceblo Int.r..' MaN on In'ot.lIon
IlMIUed b~ the flhrlClol InlUtutlon.
I. J~rlhnc' t.. bee.... dell,...", "1M ..,thl ,ftat the decedent'. data of ..th.
J. A Joint Mc~t h ,....t. IV'" t~ the dec~t.. ~ .... MIded '1 . ..U.t ., convMI.-ca.
4. "ocCU'lI. (lnGludlhl lhue held Nt""" hUlbwId W'Id .u.) which the elK..." put In Joint __, within one ,Nt prior t.
..th .r. fulh ,....... .. .,.."".....
I. ~" ...lIIdllhed Jalntlv .tween hu~ .... ..If. .to thin ... w_r pr.or to duth .r. nat ,.......
,. Aooowltl held by . dendwlt .In tru.t for. ..othlr .t other. on ,...01. "'lb.
REPORTIND INSTRUCTIONS - PART
1 - TAXPAVER RESPONSE
1. ILOCI.. - If the lnfor.tlon ... ~t.Uon In the notlc. .r. correct ..-.d deduGthw" .t. not bel"1 clolM41, piKe .,....
In blDCk "." 0' Patt I of the "'~"r ..IIPOf'\'... ,eotlon. 11gn two cOP." WId tut.lt thM with your a.ek 'or the ~t of
tax to the Reght,,. ., wU1I 0' the c~tv Indicated. n. Pi Depart~t 0' Roy... .Ul II.... ., .fflclol .....~t
(r.,.. R[Y"1s.41 VU ...... 'Helpt 0' thII r.tum 'r. thII _..lIhr 0' "Illl.
I. ILoat I - If U. ....t ...-elfllld on thl. notle. hili bMn Dr ..111 bI report_ and tax p.ld with thII P.".,.ylnnll Inheritance
Tax _.tum fUad by thII declldent'. rep,.lWIt.tlV., plK' In oor In block ..... of Plrt I of thI "',.plY" _.tpOn.... 'Mtlon. Ilgn OM
capy and r.turn to the PA o.p.rt-.nt of _.VInUI, IurllO of Indlvl~1 T...., DlPt 210'01, Hlrrlabur" PA 17121-a'01 I" thII
.,..,.1..- pravldld.
J. ILOCK C - If the notle. I"'o....tlon h IncorrMt If'ld/or decbltlDn' ar. baing ct.IMd, chKk block "c- and c...llt. Plr" Z and J
Moeu"dl.. to thII I""ruotlon. t.low. Ilgn two copl.. and __It t... ..Ith .,our check for the .......t of tax p....I. to the _..htar
o. Wl1h of thI ~tv Indl~tlCl. 'AI PII DepIIrtMnt at R~ ...11 luUl .... oHlol.l .....lIMint (Far. RCV-1MA DU ~ reulpL
0' the retum fr. thI _egllh,. 0' "UlI.
TAX RETURN - PART 2 - TAX COMPUTATION
LINE
1. Enhr the det. thII ICCOWIt orl,lnllh .... ..teblhh_ or titled I" thI .......r ....tlne .t dIIt. of ....th.
NOTE I for. declldlnt ctvl,. .U.r lU1Z/1l1 Aec~h .....Ich thl dec:lldlnt put In Jol"t MMi. ..Ithln OM (l) V'" of ....th .r.
taxlbl. 'ully .. tr..,.',rs. HoWIv.r, thl,. h ." ..eluslon nat to ..eNd U,OOO per trM.'''" r..-rdl... 0' the value a'
thII ICCDIooI'lt or the nUIIbIr 0' acCDIooI'lt. held.
If . doubl. ..t.rl" c..) appear. ba'or. vour flr.t n... In thl addr... portion of thll notle., thI IS,aao ..oluIIDn
.Ir"" hi. been dIdUClted fr. the ICCDIooI'lt blilW')C. II report_ bv thI flnenclal InlUtutlon.
Z. Enhr the totll bllW')C. of the KCOunt Includlnu I"t.,..t acorued to thI ut. 0' ....th.
J. The percent 0' the account thlt II t..lbl. 'or .1Ch survivor" ...t"llned .. 'allow.,
A. The paroll'lt taxlbl. for Joint ....t. IIt"'lllhld 1M,. thwI ana y..r prior to the dec...."t.. ....thl
1 DIVIDED IV 'DTAL tuCIOf OF
JOINT OWNERS
~I'I 'Joint ....t regl.t.rad
DIVIDED IV TOTAL NJKIER DP' X 100 . PERCDfT TAUlLE
SURVIVING JOINT OWNERS
In the ,... of the dleedent and two other person..
1 DIVIDED IV 5 C.IOINT OWNERS) DIVIDED IY Z (SlRVIVDAS) . .167 )I loa . I'. n (TAXABLE FDA EAot stlNlYOA)
I. ThI paroent taxlbl. 'or ....t. cr..tad ..Ithln ana n.r 0' the dleedent'. ....th or accountl owned by the dIe.....t but held
In trult 'or another IndlvldulIC.) (trult blnaflcllrla.11
1 DIVlOE:D IY TOTAL MJKI[R OF SlRVIVING .IOIHT
OWNERS OR TRUST aEHEFIClAAIU
X lOa . PERCENT TAXAILE
Ex..lll Joint account raghterad In thl nMI of the dKedent ..... two other personl ... IIt...lllhad ..lthln OM y..r of de.th by
the cMcldlnt.
I DIVIDED IY Z CSlINlVOAl) . .50 )I lOa . sox (JAXAlLE FOR EACH SURVIVOR)
4. ThII ~t .ubjaot to tax Ulna _) I. dat.,.lnId by -..Itlphlna the ICCOU"tt blilW')C. (ll,. Z) b., thI perCMt taxabl. UI". 51.
5. Ent.r thl total 0' the dabtl and decbltlon. IlItad In Plrt S.
6. ThI ~t t.....I. (line 6) II dat.,.load by .ubtrlCltlna thl dab" Met dIduotlonl UI". 5) frM thl IlDunt IUbJMt to tax UI". 4).
7. Ent.r thl IIPProprl.t. tax rat. Cll". II II dataraload belo.,
A. for dlt.. 0' de.th occurring a't.r "50/94, the tax r.t.. 'or tr~".rs to 'POUI.. .r. .. follow.,
1. D.t.1 0' de.th on or If tar 7/1/94 and bafor. 1/1/95 the rat. I. SX.
2. D.t.. 0' de.th on or Iftar 111195 tran,'.r. to spou... will tMi taxad .t ax tax r.t..
Hot., for dlt.. of death prior to 7/1/94 tren,'.r. to spou... .r. taxlbl. at ,~.
I. Tr~".rs to llnul deiscendlnt. lnolUdlng ,.ther, .other, IOn, daught.r, grandchUdrlf1, son-In-I...,
....t.,-In-l..., .tepehlld and their In". an taxlbl. at .Ix percent CO).
C. Tr.nl'''s to .11 other. Including brother, Illtar, LnCII, .unt, nephew and niece an taxllbl. .t flft"" percent (lSZ).
Do If you chM9I the tax nt., pi.... .,.lfy your r.lltlonshlp to the decadent In thl .,.. provided,
I. ThI ~t of tax dull (ll,. I) is ...tlralned by ..ltlphlng thl MOUnt taxlbl. (ll". 6) by the tax ,.t. Cllne 7).
CLAIMED DEDUCTIONS - PART 3
DEBTS AND DEDUCTIONS CLAIMED
Alluw.bl. debts and deduction. .r. detarllned .. 'ollow.,
A. You 1...llv ar. ra~.lbl. 'or pa,..,t, or the ..tat. subjaot to ~Inl.trltlon by . personal repr.-.nt.tlva II In.uf'lclent
to p.y the dIduotlbl. It.s.
I. You 1tCtU8llv p.ld thl deb.. IU.r ....th of the dec......t and CIn 'urnlsh proo' 0' p.,..,t.
C. Dabts bal,. ClI.IMd ...t tMi It_hed fullv In Part 1. If IddltlCM"MII 1P1tC. II needed, u.. pllln peper I Ill"' . 11". Proo' 0'
PI,..,t .y tMi requastad by the PA Depart....t of R.v......
.;::.:::::::
.. ,< '.'F' k\..'". \.'), i.i.' \, ".",:, '..,.T AXPAVER-' ASS X ST ANCE.,'ii" ,:,.:, '.:'.,',.:i' '- '..' '<'..<,
"""",iIfYOU NEED FURTHiiFiINFORMATION. .ORASSISTA~i:E,i:cikrAi::TANY"..
''':::.:.:~ .,...:' REGISTER: OF:: WILLSi:: PA: DEPARTHEHT-:-OF:REVEHUE. DISTRICT OFFICE:::....
.. . ". , . ... OR CALL THE BUREAU OF INDIVIDUAL TAXES,TAXPAVER INQUIRY UNIT IN .
. '. HARRISBURG AT (?l7> 787-8327 .),1:DD1(717))'72,:,2252 (HEARIND IMPAIREDONL V)
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m~~;:A~1~8t461,\; >~~~,MONWEALTH OF PENNSYLVANIA..
II Ja"M).l';,&,:;;,,'.; i', ". ':', ..:.1':, '-'.' .- DIPARTMINT0' IIVINUI , .
Y~~\~irii:.?F;';ijl'\{" OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
ACN
ASSESSMENT
CONTROL
NUMBER
i:"-
',...':..,.,
.- "-''-''>';:''.-_..--.~.':-'. ..," '. ,"
...M.___._....._..- _ .-
.,___.,,,..c......,.-- ..
;':';~}:,
...,.., .
RECEIVED FROM.
13
ED
AMOUNT
L JAY MAPS TONE
ee TERRACE DR
9~I:5B~93
.66.BB
NYACK, NY 10960
ESTATE INfORMATION.
~ fiLE NUM8ER
Y el-19915-0~510
~ NAME Of DECEDENT (LAST)
~ MCKAIG LILA W
II DATE Of P'" MENT
EI POSTMARK llA E
COUNTY
SSN le3-32-e336
(fiRST) (Mil
CUMBERLAND
DATE Of DEATH
m
TOTAL AMOUNT PAID
.66.99
SK
REMARKS
L JAY MAPS TONE
SEAL
()- ,\
'}'./ '
RECEIVED BY' t 'J.. " /. ({", :1 ? 1;./
.- 10 A R
MARY C. L~WIS i,'i;,~)/ ;"
REGISTER OF WILLS
CHECK" e7157
REGISTER OF WILLS
I
--"~-.-:-:-:~~~.~-~-----:~!'- __-_~/'."'="'r~__~;~ ":':":"::~,--~..~.~,:-_"'!"- -- - -' -~- -- ---:- - ~7':-;--: "'7~:-..:~,.~.:;p
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........ OF
HaTICEs Ta fulfIll ttM r~Jruenta of s.cUon IUD 0' the Inhe,.JtW)Ce Met E.t.t. Tn Act, Act II of 1991. (72 P.I.
Section 114D).
PA'mEHT, DetKh the top portion of thh NotlcI ~ .....It NJth you,. plYNI'lt to the Altght.,. of 'lUll prInted on the
ravern llde.
... ..... check or IMM'Mv ardtl,. plvMlI. to. MellTER OF WILLI, 'CENT.
All Plv.ent. received ~11 f1,.,. b. ~llad to ~v 1n'.r..t which "V b. ~, with ~v ,....Ind.,. BPP1J.d to the t...
AfJ1JNa (CR), " r.fund of . t.. credit, which .... not ,.~.t.d on the tlX r.turn, "V b. "'qua.t,d by co.platlng -n "Application
for A.fund of Penn'vlvenl. Inh.rltance and E.tat, T..~ CREY-1313J. Application. .r. 'Y.ll~l. at the OfficI of
the Regl.t,,. of .,111., ~v of the 23 R.y~ DI.trlct Df'lcI, or bv calling the ,pecl,1 Z4-hour enawerlng '.tvle.
nu.be,.. for fat., ord.rlng, In Pennlvlvenl. l-I"-362-2D50, outllde PennlvlvenSa ~ wIthin locII
Herrlsburg .t.. (717) 7.7-ID94, TOO. (717) 77Z-1251 (He.ring 1~.Jr~ Dnl~).
OBJECTIONS I Any p.rt~ In Int.rllt not a.Uaflu with tha appr.ls..ent, ,UOWMC' or dJuUowanc. of daducUon. ar ........,..t
af t.~ (inciUdlng di.count ar Int.r..t) .. ahown on this Hatlc. 'IV abJsct within 'I~ty (60) dav. af receipt of
this NoUce by.
--writt.., prah.t ta the PA Depart..,.t of RIV~, la.rd af Appaals, D~t. lllOU, H.rrlsburg, PA 17121-IOZI, OR
--aIIlClUng ta hhe the "Uar detaraJned .. the IlUdlt af the ~CGU"lt af thai per~1 "epr...,..t.u"., OR
--IIPPtI.1 ta the Orph....' Court
I
J
I
,
ADtfIN-
IURAllY!
CORRECTIONS, FactuII .rror. dl.cav.r.d on thl. ......eant .hould b. addr"'ed In writing tal PA Dep.rt.ent of R.venue,
Bur.au af Indivl~1 T...., ATTHI Po.t A.....eant Rlvlew unit, DEPT. Z106Dl, Harrl.burg, PA 17121-0601
Phone (717) 717-"05. S.. Pea- 5 af the bookllt "InltructJon. for Inh.rltancl Ta. R.turn for a R..ldent
Dec~t" (REY-ISOI) 'or an ..pl'"-tJon of ~lnl.t,..tlv.l~ correa tibIa Irror..
DISCOlMTI
I' any ta. due J. paid within thr.. (5) calendar eonth. aft." the decedent'. d..th, a flva p.rcent (IX>
dl.count 0' the ta. p.ld I. alIDWad.
IHTEREST.
Inta,...t I. charged b..JnnJng wJth fJr.t dl~ of dalJnquencV, or nine (,) eonth. and on. (I) day
frCMI the data of daath, to the dlt. 0' Ply.."t. Taxll which bK... daUnqu..,t hfora J8nUlr>> 1, 1912
baa... Intlr.lt at the rata of .ix (6X) perc..,t per annu. calculated It . ~Jly ,..t. 0' .000164.
All tax.. WhJch bee... delinquent an or Ift.r J~I"y I, 1911 will baa,. Inta,.a.t .t . r.ta which will v.r~ ,,.oe
calanda,. yaar to calandar ~'ar with that rat. announced by the PA Dlp.,.t..,..t a' R.venue. ThI appllCabl1
Int.r..t r.ta. 'or 19'2 through 1996 ar"
Xur Inta,ut b1I Dallv Intara.t Feetar Xur [ntar..t ..t. Dallv Intar.st Faetlll"
191Z 'OX .oao5U 1917 .~ .0002'7
1913 lOX .0ao'5' 1'0-1991 IU .000501
191' 11~ .000501 I"' .~ .0DOZ'1
1915 In .000156 1995-1994 7~ .OD0192
I... ID~ .00027' 1995-1996 .~ .0002'1
--Intarllt 1. c.lcul.ted a. follow" .
IIITEIlE8T . BALANCE OF TAX UNPAID X Nl1lIIIER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
--An>> NoUca lswN .ftar ttt. tax bac,*-s dell'"Nent w111 ralllClt .., Int.rllt c.lcul.t1Df'! to flftaan US) dan
beyond the at. 0' ttMi .....laInt. If Plyaent Is .ads .,tar t.,. Intarllt CCMlpUt.tJon d.ta ahcM.n on ttMi
NotJc., lIddltJonal Intarllt ...t be calculated.