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Home My WebLink About95-00521 L ., r ,',^ ':.i.-',\/ r C' ., '.',- PETITION FOil I'IWIIATE lIud GHANT OF I.ETTEI{S /0:11<I1<' III __Cl..,NPr::m: I!.. Ht.GoltATU Nu. . ._.;J,I-CJ oS .:-Q:~L__ 111.111 Jillllll'" 11,1 ______ _..... 'I u' -;--;---;-.------------01+ -q ^"',.."" I J~C'"I1''', ,~"C'II1/,~,'c'''rily Nil, ____~.....=I-':..r..S9 .____ Ih'~IIII'r u' WillI fill Ih,' CIIIIIII)' uf .CU1BERLl\NO__ III Ihe ('UIIlIllUIIWCllllh uf I'clln'ylYllnlll The 1l"'lilinn tlf 1111..' lImlc.'r\i~fH.'d 1l'\J1l'l'llull~' Il'llI'C\L'III... Ihal: YUill pL'litiul1l'r(\J. who b/i1rc IN )'car' uf up.: or older al1lhl'""~'"'llt1"J}(____~ inlhe 11III will uf Ihe i1h",'e dec,'denl, dilled ___, __oJ Vt-'_l!:._. ..~.J___ lInd el1llldl(II dilled ____.tsJ/A___.__________ __...___.__.______________ nll'l1cd , 19_'.l"_ ----,"- _._-~--_._,-------_.... --..- --...- ~-~-- .__.. --~---- .'.,.--------..------ -- ~---~_...._-_..~-------_._..._,- 1\I,lIl'ld"\;llIl dr"IlIll\I.IlK\'\, t',i!. Il'111111dallnn. 11~,;uh 1I1l'\l'flllur. t'h:.l I>ccemlcnl 11'11.1 dUlIlldled 1I1 de:tlh In __..c._V!:1/~l!:~I..A._~Q_~cUnnly, l'ennsylYUllln, wllh hJ:: ~_ 11III I'll 111 i I)' or prilldpal rel~ellc~ III _ 4f-~-_C.u.Jf'~ II!: _,J...~ ~QWJ~;:.~_A~l:'_~_~_u.-__c,.AM ~_HU..I,....__ .A__-,:Z 011 . 111\1 \1I~','1, IIUlllh," 11I1l11ll1I1I\'IIMIiI)l 1>c~e!'~"I,lh~1 ~..~_3 _ \'Carl Ill' age, dkd. __J_V.~JL .tS-f7 U1--I~._~~C.)c.f::LJ~"'JJ~.,_C.AM ~_H!f',_r..!! _ 011 bcepl 'I' 1'11111111 I, d,'<'Cd~1I1 dld"lIll1l11l1rr)', "'" 11111 dll"llrccd 1I11c1 clicl 11111 IlUye n child born or lIuollled lIfl,'r e'~cllli"" ur Ihe "illoll.'reu fur prnbllle; 11011 111lllhe viclllllllf 1I killillg nlld Wll' lIever lldjlldiclll~U il1l.'lllHprlclI1: ______.._.~_._~ l>e~~I1lJcolllll\ ,Ielllh ('"l1eclp"'pert)' IIllh ellllllllled vllllI~' '" fullll"" (If cllllllicil~d ill I'a,) All perlllllalplllpert)' (I I' nlll dlllllidleu in I'u,) I'~rllllllllprnpert)' ill l'elln,)'ll"lIl1ll1 (1111111 c1lllllicikd ill I'n,) l'er'"l1alprlpclI)' ill CIIIIIII)' Vnhu.' uf n~nll.'Mntc ill Pl'IH1\yIY:luill ,ltllaled '" Illllllw" . N./A ,19!JL, $ t.OO, 000 $ $ $ WIIEKEFOIU:, pellllllll~r(I) relpe~lfllll)' reilllelljl) Ihe l'rol>lJ.I~ "[,Ihe lUll will und codieil(.) prelelllecl herellilh nlld Ihe grulll Ill' I~II~"___=LE<.~JA ~J.,IT1~f- , Ih:'lill1ll'III;II~; ill.lllIinl\lIll1illll (,1.11.; IHlminhlrntlon d,h.n.c.l.n,) Ihelllll, ~ "'2 ~. c,,:: ::.:::;1 ],~ ~';; .,,- f ", r. o~/>>,~~.. PAT~IC,'A H. \Go~Alto","c.tI -z.i--' . T'-.J~"ll!iw-~O "C;~f--U---PA 60n- .A___HI -/- 'T1'--'-r/-Z"'3'8z... _l..:J_L -)-70 _ .~_n."__,_ _~ _~_._~._.. ..____._~._____.__.,_..__,..._ ._._..__, ------~--_._~-----~_.__..-^------- .. ~"-_..._~_._--_._--._.._._----_.-.- ....-- =:"-'~'=::=':-":='"-=.-~=~~-';='~-:--:::::"~--;:;--;-=~-::""'-:"._.=.;-==-==--=.::" -~-.. .- OATH OF I'EHSONAL ImPIlESENTATIVE COMMONWEAI.TH OF I>ENNS\'I.\'ANIA l ti>l COUNT\' 01' __C:LMBEllIAND J Till' r'L'lirlollclt\) nhon.'ollllllll'd "Wl'ilr(\) or uHinnt\) Ihut Ihe \t:llcItlCIU\ in the foregoing pClillol1 urc trilL' illllll.';.lI fl'C' 10 Ihc 11....'1 of thl' ~lIuwll'dgl' IIl1d hclief of rCliliol1cr(\) i1I11llhul u" personal rcprcsen- lali\'d'l) (It' Ihl' aIH)\C del'cdelll pClilhUll't(\) \\111 ~lIId t~'II~ Udlllini\tef Ihe C!'llnlc nC,cording 10 Inw. S\\tHtl II' 01 .lllilll1cd .llld "lIh..I..',ihl'd ~Vd.#~A__)&:"I"~",A;~_ ~ hef~"" lIclhi, --- ,(p~-- __ dil),1l1 -___. 'S' - <4r?r9" --- l~~-- -- fa --- - ttlAAi. v.=><, ~'('''''4;;JU..J ?)u~ ' _________ ~ /5 - 'I a '-/3 tf 1I1'~ill('r _ _______. ~ No. 21-95-521 Estate of Claudette B. McGrath , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW July 11, th 19~. In con,lderatlon of Ihe pelillon on the reyersc side hcreof, sntlsfuclory proof huying been presenled bcfore me, IT IS DECREEI> thlll Ihe Instrumelll(s) duted June 29th.1994 deserlbcd therein be ndmilted to probllte und filed of rccord ns Ihe lust will of Claudette B. McGrath und Lelters TE''1tament'i'''Y ure hereby granted to Patricia M. Kosarowich ~t. ~~JftI<.-1.e.:1~ Reali;;, or Will> . ~fJ'7 Mary C. Lewis FEES Probnte, Lelters, Etc. """'" $ 235.00 h I 24.00 S or! Cert ficutes( ED , , , , , , , , " $ Renuoclntion ".'"""""" $ 5.00 ~P 5.00 X-Pages $--- ~ TOTAL _ $ l2.0~ Flied ,.' ,~\l,l,y, ,n,1;l}.l?.9,!j"., ~~,~~9?", A . H A It/<. ,^,1l-lTl::~. a ~ 178 A'rroRNEY (SUP, Cl, 1,1), No,l ~,o W. c'I-fOC.OL.ATl!: ~ f-Il!:/tSUe:'1 ^j3I}fESS 170"33 7/7 53!. 48bB I'HONE - -e<! r; ~: ~n: :!~ - Cl. q \0 " ; , , I '\ ... , :=l -, ., -' (i~. , "' ~ E ll' 0:: .~ ::J a:: UU , Mailed Letters and Order to Attorney on 7-12-95. '-, " "I . -"".., .H'~ \M ~t,;;--:u "., ~i~ V~ ':'--(' ~ "I,; 'Ii~ 41 'J~ .,-,i ~ ,;, . -,.' , . ';',,- ,;. ,,"\ ":,,'1 -'t~{' " ,~,.> , . , . .~~ -'0..; , :/ ',' ..~':j::,',,'~. . .~...' " ...-. "'j; ~ .:, ~~: . . ':':'~:~ ~:' .(, ':; , . ....t., LAST WILL AND TESTAMENT OF CLAUDETTE B. McGRATH I, CLAUDETTE B. McGRATH, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be my Last will and Testament, hereby revoking and making void any and all prior wills, codicils, or writings thereto, made by me at any time prior to the making of this Will. ITEM I: I direct that the payment of my debts and the expenses of my last illness and funeral shall be paid from my estate as an administrative expense as soon after my death as conveniently may be done. I direct that my personal representative be responsible for making all necessary arrangements for my burial. ITEM II: (a) If my husband, WILLIAM F. McGRATH of Camp Hill, Pennsylvania, survives me by thirty (30) days, I give and bequeath to her my automobiles, personal effects, household furnishings, and any other tangible personal property located in and about our home, together with all policies of insurance on such property. (b) If my husband, WILLIAM F. McGRATH, does not survive me by thirty (30) days, I give and bequeath all of said property, including insurance thereon, to my daughter, PATRICIA M. KOSAROWICH, of Camp Hill, Pennsylvania, PER STIRPES. ~L....~i:...,6. m~na~ SEAL) CLAUDETTE B. McGRATH ITEM 1111 If my husband, WILLIAM F. McGRATH of Camp Hill, Pennsylvania, does not survive me by thirty (30) days, I give, devise and bequeath all of my real estate to my daughter, PATRICIA M. KOSAROWICH, of Camp Hill, Pennsylvania, PER STIRPES. ITEM IVI (a) All the rest, residue and remainder of my estate, I give, devise and bequeath to WILLIAM F. McGRATH and THE HERSHEY TRUST COMPANY of Hershey, Pennsylvania, as Co-Trustees, under and subject to all terms of an Agreement of Trust made by me with said CO-Trustees, dated June 29, 1994. (b) I direct that my Executor, shall not be required to liquidate any assets which shall compromise the residue of my estate, and I specifically authorize my Executor, in his discretion to make a distribution of such assets, in kind, to WILLIAM F. McGRATH and THE HERSHEY TRUST COMPANY, as Co-Trustees. (c) In the event that my daughter, her Spouse, and their issue all predecease me, then my personal property shall be distributed via a memorandum that I prepared prior to my death. ITEM V, If my husband, WILLIAM F. McGRATH, and I shall die under circumstances which render the order of our deaths uncertain, it shall be conclusively presumed that my husband, WILLIAM F. McGRATH, predeceased me. ITEM VI, All inheritance, estate or other death taxes, and any interest or penalties hereon, payable by reason of my death with respect to property forming part of my estate for the purpose of calculating such taxes, shall not be apportioned, but shall be paid as if such taxes were administration expenses without c...L...,.....R..-tl;_ fi. r~,.:,.6t..,?rSEAL) CLAUDETTE B. McGRATH .. reimbursement from the beneficiariss, at such tims or timss as my Executors, or Executor, shall deem advisable from the then general principal of my residuary estate, except to the extent that such payment shall be relieved by payment from other sources made pursuant to direction or authorization in the Agreement of Trust made by me WILLIAM F. McGRATH and THE HERSHEY TRUST COMPANY, Co- Trustees dated June 29, 1994. ITEM VII: No interest of any beneficiary under this Will or any codicil shall be subject to anticipation or voluntary or involuntary alienation. ITEM VIII: In addition to powers given to him by law, my Executor and his successors shall have the following powers, applicable to all property held by him, effective without Court Order and until actual distribution: a) To retain any property received by him, in the form in which it is received, until actual distribution; b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as he deems proper, without liability on the purchasers to see to application or the purchase monies; c) To compromise controversies; d) To distribute in cash or kind or both at such valuations as he may fix. ITEM IX: I nominate, constitute and appoint my husband, WILLIAM F. McGRATH, of Camp Hill, Pennsylvania, Executor of this my Last Will and Testament, but should my said husband, WILLIAM F. CJ!,,<. . ./.~ )J1o!.44.tJu (SEAL) CLAUDE TE B. McGRATH McGRATH predecease me, or for any reason fails to qualify as such Executor, or having qualified, fails to serve as such Executor, I nominate, constitute and appoint my daughter, PATRICIA M. KOSAROWICH of Camp Hill, Pennsylvania as Alternate Executrix. In the event that my daughter, PATRICIA M. KOSAROWICH, predeceases me or for any reason fails to qualify as such Alternate Executrix, or having qualified, fails to serve as such Alternate Executrix, I nominate, constitute and appoint, my son-in-law, MICHAEL KOSAROWICH, as Alternate Executor. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Testament, consisting of this and three (3) other pages at the end of which I have also set my hand and affixed my seal for greater security and better identification, this 29th day of June A.D., 1994. C~/3, /1J.p /In..t~ CLAUDETTE B. McGRATH (SEAL) WITNESS: J~ t.'71 ~. ~jJJ~ residing at ~ ct1f11,rt:L, PA- residing at PALM'IM PA . COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN I, CLAUDETTE B. McGRATH, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; and that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. . Sworn or affirmed to and acknowledged before me, by the Testator, this 29th day of June, 1994. o~{~ R {4.~~ Notary Public My ex ires: NOTARIAL SEAL JUDITH R, ARVA, Nolary Public Hershey, PA, Dauphin County My Commission Explflls Mar:1O, 1995 Cl-l~.cl-Jl >>Ae~'0 CLAUDETTE B. McGRATH (SEAL) AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN We, A. Mark winter and Linda C. Eng, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will aD witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 29th ga of June 1994 / . // ~ (~ 1') . L~rc_ otary PublJ.c M es: NOTARIAL SEAL JUDITH R. ARVA, Notary Public Hershey, PA, Dauphin Counly My Commltalon Explflll Mar 20, 1995 () , 7AA~ YI)0t:; Witness tf.J. ::!Vv.-L r '21 witness (SEAL) (SEAL) 21-95-521 RENUNCIATION In Re BSlate of ~1J"1!:: J!,.. H c. Gt.A'rN decellJed, To the Register of Wills of c.UH~f:.r:.LAJJ~ County, Pennsylvanln. The undersigned W/L.LfA ~ f. HeG.~AT1:/ I f'Xf:CA.JTQ,It of the aboye decedent. hereby renounee(s) the right to administer the eSlnte nnd respectfully lIJk(s) that Lellers Tt!::~TAM&~A{e7 be Issued to ~AlJ:.lc., A H . te.as"A leow I c. H WITNESS HY hand this b +,j dny of ~ U~'t .19~, 4{1"-" ~ ~ (5Isn8IU") ,z.o (,~, (..lc:e.T l..A /VE: (Add,o..) CAM,. "',c..(.. pA 170/1 \51In8Iu(0) - '<J' 0(} ~~!] t'~ tirE . ,- ~ ) 0.. (Add,o..) :) \Q J ..~ I l) ~ (;'. ':') (51In8IU'0) O'L' .LI' "'0.: ~ itig a:: uu (Add,es.) RW-O .' Register of Wills of Dauphin County, Pennsylvania INVENTORY Estato or Claudette B. McGrath No, 21-1995-00521 also known as Dato or Donth 6/25/95 . Duconcad Socinl Socurltv No, ...lll4~503 P.rlanal Rop,esantelivol., 01 the above hralo, docolllOd. vorilV Ih81 Iho lIomt nppoming in Iho 'nl/owing invonlorv Includo 011 of Iho pOJIao.' ."ols whorour uilUalu ond all of Ihe 'tIIll Ulolo in tho Commonwoalth of Pnnn....,vO'"O 0' 'old Decadont, thul lho valuarlon placod oppo.llo anoh itltm 0' snid Invenlorv ",prolantlllls foit vuluu all 0' tho dole 0' Iho Decodo".'., dluntl, IInd lhot Decodent owned no 1001.,811110 oUllido 0' Iho Conltl1onwQollh or POOtll.vtvonln IUlCO,,' HUll which OPPOR', in 0 mOn1oroncJum allho and or 1hltlnventorv. IfWo vorifv Ihollho 81nl01n01llH modo Inlhis Invontorv tUu 'ruo Imd COli oct. I/Wo undt"tlllnd lhol 'alsa .Jaromenl' her,ln .,. n1l1du BubjocI 10 Ihe penollios 0' t 8 Pfl, e.s. Seellon 4904 roloUnu 10 unsworn lol.Wonlion 10 puthoritio,. Name of AltolOoV: A. Mark Winter PIlI.Vlllll RUIJ'OtllltlIUlivo: 1.0. No,: [/4u:" ~ J?l, #,AA &v~j" Do'ed 4 - 2.4 -1' I'. Addre..: ?317R 11 0 li.....Choc:olatlLAv.enl.le H"""heY...J>A-llOJL_ ( 717) 533-4868 Telephone: D08c,lpllon Miscellaneous investments held by Trustee as per Schedule B Value $221,827.89 lAunch Additionnl Shoels if nocussu'VI Tot.l: $221,827.89 NOTE: T". M.mo""'"m ul ,,,,....,. O""'d""e Com",,,.....o.,,,,,.. 1'."...,1.."" "M" ., U... "'oc'",,, 01 U,.'''''.''., "'P'.""".",o. '''d''d. Ihe Vlluo 01 ..eh 110m, bUlluch liOlllu Ihould Ilollur alllrllllllld illlo IhD 101111 01 Ihfllll\'tl/IIOIV I':; _ 'I INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) o 4a, FUlUrO Imorosl Compromlso (lor dOlos 01 dOOlh ohor 12-12-021 (3 O. OocOdor11 Dlud 10slBIO HJ 7. Docodonl Malnlolnod 8 Uving Trusl (Ahaet. copy 01 WIllI (Anoeh copy 01 TrUS!) ALL CORRESPONDENCE AND CONFIDENTIAL TAllIHFORMATlON SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS A. Mark Winter 310 W. Olocolate Avenue TELEPHONE NUMBER Hershey, PA 17033 717 533-4868 1, Roal ESlato (Sehodulo AI 2. Slocks and Bonds (SChodulo B) 3, Closoly Held SloeklPonnorehip Inlorosl (Seh, C) 4, Mongoges and NOlos Recolyoblo ISehoduln D) 5. Cash. Bank Doposlts & Mlscellanoous Porsonal Propolly ISehedulo E) 6. Jotntly OWl1od Proporty (Schodulo F) 7. Transfors (Schodulo G) {Schedulo II a. TOIIlI Gross AssOl911011l1 Linus 1-7, 9. Funeral Exponsos, AdmlOlslrallvo Costs. Miscellaneous Exponsos (Schedulo H) 10. Dobts, Mortgago LiabIlities. UOO!J (Schodulo I) 11. Total Ooduclions (10101 Linos (I & 101 12. Nol Valuo 01 ESllIlo (Uno 8 moun LillO 11) 13, Charlh1blo and Govornmental BoquDstslSehodulo J) 14. Not Valuo Sub'cetto Tax (Uno 12 minus Uno 13 15. 'poII..I TI1"""1 (I.., 1111.. 01 aulh oIl1f' d.30.i4~ 5.. (115) J"II'u(,tlonllo/ ;<!:pIoUtllf P"unl'Of"n PolO' 2, (Includ. vollu..lfllrn ';chfO\JIO!' ...." ~c"'duJ.M., 16. Amounl of LillO 14 laxable at 6% raiD (18) (Include vallle9 from Schedula K 01 Schedulo M,) 17. Amount 01 L1no 14 taxablo 0115% .alo (17) (Includo valuo9 "om Sehodule K or Sehodulo M,) 18. Principal tox duo (Add lax Irom Lllle:J 15. 18 and 17.) 19. Credits lp.luHI';'.,rh~'.<j11 Prior Pavmonlo Dlscounl 20. II L1no 10 is roulor than lIne 10. OilIer tho ditforeneo on Uno 20. This Is tho OVERPAYMENT, A. Chick here If ou are re ueaU" a ,.tund or our ove .nl 21. II Uno 10 is 9roator than Line 10, ontor tho difforonce on Uno 21. TIllL Is lho TAX DUE, A. Enler t110 mlcrosl on lho balance due on Uno 21A, B, Enlor Ihelol31 01 LillO 21 and 21A on Uno 21B, ThIS islho BALANCE DUE, Make Check pa able 10: Ra Ist.r of Wills. A ant ~EV'I'Ol)[l('I"UI " COMMONW[ALft. .:-,f' P(",,!>; ,l' ..r.o... D[PA"TMP~,,'rIH E"'of DEPT 4!~( I HARRtSUURr...." '~1~~. ';' DECEDENTS NAI,IE ILAST, FIRST AND MIDDLE INITIAL) McGrath Claudette B. SOCIAL SECURITY NUMBER DECEDENT 014-09-2503 ,I A PLICA l , U I"t'.l'll~ ~ '. U FIR5T AND MIDDLE 1~'TIALl McGrath l~il1iarn F. 1. Original Rotllln N' CHECK APPRO- PRIATE BLOCKS o 4. Umllod Er.tnlo CORRES- PONDENT RECAPIT- ULATION TAX COMPUTA- TION . .... '-/- FOR DAreS OF OEA TH AFTER '2131/91 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED FILE NUMBER :1 , 1995 COUNTY CODE YEAR DECEDENTS COMPLETE ADDRESS 140 Cricket Lane Camp lIill, PA 17011 Coun CUmberlard ColIn AMOUNT RECEIVED (SEE INSTRUCTIONS) 416 341.39 :I. Remamdor Return tlo, d"tu Of duth 'HIO' to 12.13.121 'Ii"', 1, NUMBER @!5,. Fudaral Eslale Tax Relum ReqUired 0, Total Number 0' Safe DopoSl1 Boxes (11 (2) ( 3) ( 4) ( ~) None None None None None (0 ) ( 7) 211,246.50 221,829.89 ( 0) 433,076.39 (9 ) 11,069.00 (10) 5,666.00 ('I) ('2) (131 16,735.00 416,341. 39 None 1141 416,341. 39. ,QQ... . 416 341. 39 0.00 0.00. ,06 . 0.00 0.00. ,15 . 0.00 (10) 0.00 InlerOSI . (19) (20) 0.00 (21) (2,A) (21B) 0.00 0.00 0.00 - - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND 10 RECHECK MATH _ _ Undor ponslllo9 01 POfJUlV. I docloro IhOl1 hllVO oxamlllod ttus rolum, mcluding aceompanvmg setlodutos and 8lslomonls, and 10 rho bost 01 ~ knowlodge and belief, It Is .truo, corrocland cOlllplelo. I doclQro Ihat all roal onlale has boon reponod 01 truo market valuo, Ooclsrollon 01 prepaID' other Ihan Iho porsonal reprosenfalrVe 19 basod on allllllormalJon 01 which ploparor has anv knowlodqo. TURE OF PEW _' ADDRESS See Schedule attached ADOf1E:!lS 310 W. Chocolate Avenue Hershey, PA 17033 OAT~ 0-6-96 DATE' 8-6-16 ':<1IlY'IQ"tFnr",. '](IIl'un. '~",_, ",F.t 'j.' '.~..PA')'" .. .' Estate of: Claudette B. McGrath -1995- 'llle follcw!n;J persons are sign!n;J the return as representatives of the estate: Patricia M. }(oSarClWich 221 Fineview Road amp Hill, PA 17011 ,REV-100l1 EX + (12-881 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Claudette B. McGrath Jolnllen.n~.): A JolnUv-owned property: SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS FILE NUMBER -1995- RELATIONSHIP TO DECEDENT surv V spouse LETTER DATE DOLLAR VALUE OF ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DECEDENT'S NO, JOINT JOINT DF ASSET % INT. INTEREST TENANT 1 A Single family residence at 140 87,500.00 cricket Lane, ~ Hill, PA 2 A Miscellaneous Personal 2,500.00 Household Effects 3 A certificates of Deposit-Harris 14,446.50 Saviangs Bank 4 A Certificates of Deposit-Mellon 2,250.00 Bank 5 A Bank J\CCOUnt-Mellon Bank 25,000.00 6 A Prudential Bache-Investments 54,500.00 7 A 800 shares Pennsylvania Power 8,400.00 & Light, c:cmmDn stock @ $21 per share, NY Exch. CUSIP #709051106 8 A 465 shares Hershey Foods 13,950.00 COrporation, c:cmmDn stock, NY Exch., CUSIP #427866108 > 9 A 300 shares Harris Savings 2,700.00 Bank, comnon stock, NNM Exch., TOTAL (Also onlor on IIno e, Recaollutatlon) $ 211 246.50 PA1S091 NfF U18A Copyright FO',"I '3~lt"".I' r:nl-,. ,~,.. ~HI~, 'I", NIi"P;:"'" 111 mofe space is noodod, Insert additional sheots of some sizo.) , .. " Estate of: Claudette B. McGrath SOiEDULE F - Jointly-<lwnecl Property Date Item Joint Made No. Tent. Joint Page 2 -1995- Total Value of Asset Deed's , Int. Dollar Value of ~ent's Interest Description -- 9 A CUSIP #414570101 'IOl'AL. (Carry fOJ:Ward to nain schedule). . . . . 0.00 , REV-'~10 EX .(2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE FILE NUMBER Claudette B. McGrath -1995- THIS SCH MUST BE COMPLETED & FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES DESCRIPTION OF PROPERTY DECO, DOLLAR VALUE ITEM Includo nama 01 tholransforoe. Ihoir EXCLUSION TOTAL VALUE ~4 OF DECEDENrS NO, relatJonshln-to docode"l. date 01 lIansler. OF ASSET INT, INTEREST 1 Claudette B. McGrath, as Settlor, 221,829.89 100 221,829.89 entered into an Agreement of Trust with Hershey Trust eanpany, as Trustee, dated June 29, 1994. '!he assets of the trust are listed as follows: $15,787.69 Harris Savings Certificate of Deposit #1105665 $15,787.69 766 units Coriuron Trust F\.1nd-Equity @$135.04 per unit 103,440.64 89 units COImlOn Trust F\.1nd-Fixed Income @ $1,035.03 per unit 92,117.67 cash 10,007.07 TOTAL (Also ontor on line 7. RocapllulallOn) S 221. 829.89 (II mOlD spaco is noedod, Inson addlllonal shoOls of sarno sizo,) PA151Dl NTF 12tfilo COP'I'IIQ",Fn,,,,. 'ioll",'.O"ly. '~\f"I"",', Inc. ~'il'''',l,." COMMONWEAl. TH OF PENN'iYI."JANIA INHERITANCE TA.. RErunN RE!UDENT DECEDENf SCHEDULE H FUNERAL EXPENSES. ADMINISTRATIVE COSTS AND MISCELlANEOUS EXPENSES Pl.... Print or Type FILE NUMBER -1995- , ,REV..Ul.,'(X.(1-U, ESTATE OF Claudette B. Ma;rath ITEM NO, A, Funeral Expenses: DESCRIPTION AMOUNT 1 stone & Murray, New CUmberland, PA 17070 2 Cemetery Plot & Marker 3 Dinner 5,996.00 1,555.00 378.00 4 Clothing 174.00 B, Admlnl.IrIUve COlla: 1, Personal Representative Convnlsslons Soclo! Security Numbor 01 POleo.11 RoprosonlltlV.: Vear Commissions paid 0.00 2, Anorn.y F..I Narre: A. Mark Winter, Esq. 3, F.mily Exomption CI.lmlnl Rol.Uonlhlp Address of Claimanl at docaden!'s death 2,500.00 0.00 Slreol Addross City Sill. Zip Code 4, Probata Fees C, Mlsc.lI.neous Expenses: 1 Probate Fees 2 Estate Advertising 3 Lawn Maintenance " 0.00 281. 00 150.00 35.00 TOTAL Allo enl.' on IIn. 0, Recn Ilul.llon) $ (It more space Is ne.ded, Insert addlUonallhe.ta of same 112.,) 11 069.00 PA15111 NTF 12l! COPY'IO'" Farm. 'JOftwAt. Onl,/,. . IHIA NtIC!). 1"(. Nl4p.t.l" .' . 'AEV..tlU E..I"131 CO.......ONWEAL fH OF P[NN''4'l- ':AtolIA INHERITANCE TU nnuAN RESIDf.Nf DECEO[~" SCHEDULE I DEBTS OF DECEDENT. MORTGAGE LIABILITIES AND LIENS PI....Prlnlor IFIll! NUMBER -1995- UTAl!! OF Claudette B. McGrath ITEM NO. DEBCRIPT10N AMOUNT 1 Deced'mt's Final Medical EKpenses 5,666.00 TOTAL (Also onlor on Ilno 10, Roca lIuls.on (II morn spaeols noodod, Insort oddlllonslshnnls 01 Dome 01'0,1 $ 5 666.00 PAUlZ! NrF2!1IJ < REV-'U.D EX. (U/D~) SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE COMMONW[^lrtl(r PENNSYLVANIA INHfAlfANC[ JAM REtURN AUlorH'DECEOEN' ESTATE OF File Number Claudette B. McGrath PART A: Enler tho descrlpUon and valun 01 allln'erosls, both tsxablo and non-Iaxablo, regardless of 10elliol1. (not 01 deductlona) which palls 10 Iho docodonl's slIIvi'llng spouse bV will, 1"loalley, operation 01 IlIw. or othotWlso. OoscripUol1 01 lIams Amount 1 1 -1995- Qualified joint interest(s) assigned to Schedule ~. and Trmlsfers on Schedule G 416,341.39 Part A Total: Entor amoUl1lshown on the IOC8 itulallon sheoll" tho Dee.den"nformaUon Section., 416 341.39 Elecllon To Sub/ecl Property To Tax Under Secllon 2113(A) As A Taxable Transfer By this Decedent. II a trusl or similar ollsngof11olll1110els tho loqUilomonls of Seclion2113(A), and: D, Thalrusl or simllol rUlDllgomol1lls11nlod on Schodulo 0, and b. Tho value 0' tho IIlIDI or similar arrangement Is enlered In whole or In part as an nssol on Schedule 0, lhon lho lransloror'o pnrsonal,nprosontatlvD may spocillcolly Idenllfy tho trust (nil or a fracllonol portion or percDnlage) 10 be includod In tho olnclion to have slIclllrUsl or similar plopel1v freatod as a taxablo translor In this oatalo. If loss Illan Iho onllro vnluo of tho trust or similar plOpOrty Is Includod as B taxable tronsfer on Schedulo O. tho porsonal roprosontallvD sholl bo conslderod to havo mado 1110 olocllon only liS to n l,ncUon 01 the trual or sImilar anOnn0l110fll. Tho l1umOlnlOl 01 lhl9 fraction 19 equal to Ihe amount of lho trusl or similar arral1~mont Included as 0 taxable assnl on Schodule O. Tho dOllol1llllolor iR oqunlto Iho lotal valun 0' Iho IIIlsI or slmllor arrangomonl. ELECTION: Do you elect under Section 2113(A) 10 treal aa a taxable transfer In Ihla eslate all or I portion of a trual or simIlar arrangemenl crtl8l~d for Ihe aole uae 01 this decedent's surviVing spouse during Ihe surviving apouae'!I anUre Ufellme1 YES D NO ~ Slgnllu,. Dll. Nole: It Ihe electlon 8pplles to more than ona trust or almllar arrangement, then a aep.rale form must be algned .nd flied. Part B: Enler tho dOSClipllOIl Dnd volllo 01 Dtllnlerosls, bolh IOlCOblo ond non-lolCoblo, rogardless 0' IDeation. lllot 01 doducllolls) which pans to Iho dncodonfo slll'livlng 8pOU~O for which a Socllon 2113 (A) eloetlon Is boing mado Ooserl lion 01 IIams t Amount None PII11 B Tolal D.OO PA18491 NrF Itl211 COPYllghl Fnrm, SOllwllI.On'y. 1'9! ""1:0.1"1:. N{I~I1^"'1 .', .. .I 1 \ ~~ ~) o '. ." i;j tf1 i 15 e..~'..~. ~ i G;~~ ,:>, ~'~'~~l ~ i ~' <: ~ j .--"- -"""-"'..''"' - - . . - - - - - - - - - " '. 41 . III ::J o .c .jJ I-< ::J o U Ill>' .-l.jJ .-l.C '.-I ::J .-eo >. U """ 410 'tl .c C , UI-< mN 41 Ql.-lO.-l .... 1-<0-1 III --&I) QJ .r-f Q.-I.Q e.-l ....0\ eo.... .jJQl ::J 0 m ><<l>:UI>:U . , - - - - - i , ~ I 1 '" .-l o I"- .-l ..: c.. .;,.;:' . ,;.. \... : .-'--,'-,. /' " '{"~ {.- '. ..\;; '.~ i ,', r I I. . " .r~. "'] '/t .tA~...:._, > ,.' :... "',.',.; . . .r. '0' . '. '.J '., "'-',.,# ,.... '. ,'" '., , , ! , . .i. , I t!. ,... ", \, . .. . . , . " -_._" ....--. --~,.. -~ ~ 00 CERTI~ICATION O~ NOTICE UNDER RULE 5.&(8) \n , , ~1 Name of Decedent: Claudette B. McGrath ,~ Date of Death: June 25. 1995 No. : 195-00521 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court RUles was served on or mailed to the following beneficiaries of the above-captioned estate on November 9, 1995. PA NO. 2195-0521 ," ~ Address william F. McGrath 140 Cricket Lane. CamD Hill. PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: I(-Io-<ts ~. ~ ?N~ A. Mark Winter, Esquire 310 W. Chocolate Avenue Hershey, PA 17033 (717) 533-4868 Counsel for personal representative /s- '/3 -. /3 BUREAU OF INDIVIDUAL TAXES UIDITANCE TAX DIVISION DlPT. zao6l1 HARAlIJURQ, PI 17121.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * 6 HOTICE OF INHERITANCE TAX APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX m.'''''" "'UI."I A MARK WINTER ESQ 310 W CHOCOLATE AVE HERSHEV PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-11-96 MCGRATH 06-25-95 21 95-0521 CUMBERLAND 101 _t R_ltt.d CLAUDETTE B 17033 MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:isW-i.X-AFP-rOY:96Y-iliffici.--oP-i"tiiii.iiifAiici-YAx-iiPPRAisi.iiiilr-,--'\i.i:owAiici-iili----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCGRATH CLAUDETTE B FILE NO. 21 95-0521 ACN 101 DATE 11-11-96 TAX RETlJIIH WAS I I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. (~1. Al 2. Stach _ Bond. IScMdul. BI S. Clo..ly Held Stock/P.rtnerahlp Int.r..t (~1. CI 4. Hoda.a../Not.. Recelvebl. (Schedul. 01 S. CaahlBenk Depoalta'Hlao. P.r.onal Property (Schedule E) 6. Jointly Owned Property IScMdul. FI 7. Tr~.f.r. (Schedula 0) 8. Total A...t. I I CI\ANClED HOTEl To lnaura proper credit to your MCOW'It, .ub.t t the upp.r portion of thla for. Mlth your ta)( paywent. .00 .00 .00 .00 .00 211.246,50 221.829.89 IBI III 121 (51 (41 ISI 161 171 433,076.39 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funeral E~.../Ada. Co.ta/HS.a. Expen... (Schedul. HJ e,) 10, Oebto/Hort_ LlebIUU../Lhn. (Schedul. 1) 1101 5.666,00 11, Tot.l Oeductlon. (111 12. Het V.lu. of T.x R.turn 1121 15. Cherltebl./Gov.rneent.l Bequo.t. (ScMdul. JI I1S1 14. Net V.lu. of E.t.t. Subj..t to T.x (141 NOTEI If an aBBaBB.ant waB iBBuad praviouB1Y, 1inaB 14. 15 and/or 16, 17 and 18 will reflect figuras that inc1uda tha total of ~ raturnB aBBaBBad to data. ASSESSMENT OF TAX: 15. _t of Line 14 .t Spou..l r.t. 1151 16. Aaount of Line 14 taxable at Linea1/C1... A r.t. (16) 17. A80unt of Line 1~ tax.bl. .t Coll.t.r.1/Cl... 8 rat. (17) 18, Prlnclp.l Tex Due TAX CREDITS I PAY"ENT DATE 11,069.00 16, 7:'1~ nn 416.341.39 .00 416,341. 39 416,341.39 X,OO. .00 X.06. .00 X.15. nBI ,00 ,00 .00 .00 RECEIPT NUIIIIER DISCOUllT (-I INTEREST 1-' AlIDUHT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN II, NO PAY"ENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDAN FOR INSTRUCTIONS. I CO ,="0,.1 1'0.1. ", .- L: m I - ;'"--"1 " \1j L__ c:: \ f~l 1" '" ,~ 1-. --0 => Uu MSONATlD'h E.hl.. of decedetlt. ctyl,... on or before o.o.DIr 12, 1912 .... if MY futun Int.n.t In U. ..ht. h '''M,f.r-red In po.....lon Dr enja~t to el... . (collat.r.l) ~flal.rJ.. of the ~t .,t.r the explr.t1on of en~ I...t. for 11f. or for ~r., the ~lth herlby .xpr..ll>> r...rv.. ~ right to .",..1.. ~ ...... tren,'.r Inherlt~ ,.... .t the 1..#1.11 Cl... . (co.....,..1) nt, on .,y such future Int.,...t. PIICPIlSl!: OF NOTICE. To fulfill the nqulr-.nts of Section Zln of the InherltMCI Md EIt.t. Tax Act, Act 22 of ."1. 7Z P.I. IeCItlDrl 2141. PAYMDCTI DetKh tM tap portion of thh NoUe. Ilnd ~lt ..Ith your p.Yltent to the AltOS.t.r of WUs. printed on the r.v.,... ,11M. ........ cMck or 110M)' order p.pbl. tal REaISTER OF MILLS, ADENT All p,~" rec.lved .".11 Ur.t tMi ~l1ed to WI' lnter..t Which ..w be duIi ..lth WI)' r_lnder ~1I1ld to the 'P. RUWrm (CA)J A r.fund of . tax c,.edlt, Nhlch WIll not ,......t.t on it. r.. Raturn, ..y be r.....tecl bv COIlPl.tJno en "application far Aafund of P8nn.ylv.nla I~rlt~. Ind E.t.t. Tax- (REV.1S1S). App1lcltlon. .ra avallabla at t~ Dfflc. of thll Aealstar of WUb, MW of the 2S bv..,. DI.trlct Dfflc.., or by caUl,. ttMl IPMIIl 24-hour an.~rlna ..rvlc. nuam.r. for fora. ardlrlnal In Pann.wlvanl. 1-100-S62-Z010, aut.ld. P~.wlvanll and within local Harrl~rl Ir.. (717) 717-1094, TDD. (717) 772-2152 (Halrlna 1~.lred Only). alJECTlOHSI Arty plrh In Int.r..t not ..thf1ad ..Ith tI'M tlPPraheHnt, .UOVInCI or dl..UOlIIW'IC. of deduction., or ........"t of tu (Including dhc~t Dr Int.r..t) .. shown on thh Notlc. ...t objaat within .hetv (6OJ dliy. Df receipt of thl. MoUc. bYI "wrlU... prot..t to the PA Depart.."t of R.v..,., Board 0' Appuh, o.pt. lIUll, Ksrrhburl, PA 17lZl-IDlI, OR .-.lMtlan to have the _Ullr dat.r1Ilned at eudl t 0' the MCOU"lt 0' the parlOMI npr.....tatlv., OR --.....1 to the Orphan., Court. AOftI" IlTAATlYE COARf:CTlOHS . Factual error. dltcav.rad on thl. ......eant should be addr...ed In writing tal PA Dep.rt.ent of R.v~, lur.au of IndivIdual T.x.., ATTN. Po.t A.....eant A.vl... unit, Dept. 210601, Ksrrl.burl, P' 17121-0601 Phone (717) 787-6505. ... page 5 0' the booklet ftln.tructlon. fDr Inherltanc. T.M A.turn for I Aa.ldent Decedantft (REV-ISol) for M .wpl~tlon of adalnl.tr.tlveIY corraatabla arror.. DISCOUNTI If WlW tax ~ Is Plld within thr.. (S) c.lendlr aonth. .ftl.. the daoadent.s dI.th, . flv. parc..,t Ul() dlllOlN1t 0' the tlM plld I. .llowed. The IU tax ....ty non-partlolp.tlon petMllty II coaputad on the totll a' the tax and Intl....t ......ed, W'Id not p.ld befar. JlInUIIrw 18, 1996, the fI...t dlY Iftl,. the Md 0' the t.lC ..,..ty perlod. Thll non-p.,.tlclp.tion penalty .. ..,..hbl. In the .... ...,.,. and In the the .... U.. p.,.lod .. wou would IIppMl the tu end Int.r..t that hi. bean ......Nd .. IncUc.tad on this notlc.. PENAL TV I INTER!STI Inter..t .. charged beglmlna with fI...t dliw of delinquency, or nine C,) ..,th. and ClC'M (1) dliy frOll thl data cf daath, to the data 0' paYMnt. Tu.. .....Ich bee... delinquent be'ar. JMu.,.y 1, 1911 bea,. Int.,...t It ttM r.te 0' .he (6,X) par""t par .... c.lcu1.ted .t a dlilh rat. of .000164. AU talC.. .....Ich b1c... dlllnquent on Mid aft.,. J~rw 1, 1..2 will b1lr Int.r..t .t . rate which will v.ry froa c.l~r Wllr to calendar Y"" with that rat. announcad by ~ PA Dap.rtaant of A.venue. The ~llcabl. Int.r..t ,.at.. for 1912 through 1996 ar.1 '!!!r Int.r..t R.t. Dsllv tnt.r..t Faeta" !!!r Inta,...t Rat. D.lly tnt.r..t FMltor 1912 zax . G005.. 1911 'X ,000247 19U In .000451 1'''-1''1 1U .000301 1'14 11X .000501 1992 'X .000l~7 1'15 ISX .00DSS6 1995-19M n .000l91 I'" lOX .000274 1995-1'" ox .000241 --Int.r..t I. calcul.ted .. foll_., IItTEIlEII'l . BALANCE OF 'lAl( UNPAID X IlI/IIIlER OF DAYS DELINQUEIl1' X DAILY IIl'lEIlEIl'l FAC'lOR --Any Matla. lIwad aft.r the tu beaOM' delinquent will reflaot an Int.....t calculation to flft..., UI) day. b1WGnd the ct.t. 0' the ........,t. If ,.yw.,t II ... .ftlr the Int.r..t cDIIPUtaUon dlt. Ihawn on the Hotlce, additIonal Inter.st au.t be calcul.ted. /J''I~,I) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN (' ~- /* . MAKE CHECK PAYABLE AND REMIT PAYMENT TOI ESTATE OF MCGRATH CLAUDETTE B FILE NO.21 95-0521 ESTATE TAX DETERMINATION BUREAU Of IHDIVlnUAL TAMES INHERITANCE lAX DIVISION DEPT. 280601 HARRISIURG, PA 111"-0601 A MARK WINTER ESQ 310 W CHOCOLATE AVE HERSHEY PA 17033 "..'11"'"111.''' 07-28-97 MCGRATH 06-25-95 21 95-0521 CUMBERLAND 201 AMount ReMitted CLAUDETTE B REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HOTEl To in sur. proper credit to ,our .ccount, aub.it the upper portion of this for. with ,our t.~ P.,-.nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... Rifv:483--EX--AFP--COj:-97j-----ii.-Niificif-OF--DETifRHiifAfio-N-AN-D-AiisESiiHENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN MM 1. Credit For Stata Daath Taxes as Verified 2, Pennsylvania Inharitanca Tax Assessad (Excluding Discount and/or Intereet) 3. Inheritance Tax Assessed by Othar States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5, Pennsylvania Estata Tax Due TAX CREDITS I PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID ACN 201 DATE 07-28-97 ,00 ,00 TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. ,00 TOTAL DUE .00 -If PAID AfTER THIS DATE. SEE REVERSE SIDE (If TOTAL DUE IS LESS THAN '1, HO PAYNENT IS REqUIRED fOR CALCULATION Of ADDITIONAL INTEREST. If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRI. YOU NAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fDRN fOR INSTRUCTIONS.l .00 ,00 ,00 . . '0 r,~ } r~ c_ - I"}': ~ r~ P\JRPOU Of NOTlCEt ..... iC4~ PI [38 To fulfill the ,.""I'I""h of S.ctlon 2!41i lb) of the Inheritance and E.tlta hll Act, Act 21 0' 1995. (11 P,I. SecUon '141), PAYMENT I D.tach thl top portion of thh Notlc. end ,ubait '11th ~DUr PIV''''' to thl RIght., of Willi prlnt.d on the rl"I'" .Id.. __ tIM. cheCk or .onlV order payula tal REGISTER OF MILLS, ADENT. REFUND (CAll A r.fund of . tIll cr,dlt "V ba r.qua.tad bv co.platlng In ~Appllc.tlDn for A,fund of Plnn.vlvanl. InherltMCI Md E,bt, Ta." (REV-UUJ. Appl1utlon. .r. Ivallabl. at thl OfficI of the AI,hter of NUh, any 0' the ZS R.v~ DI.trlot O"lcI. or frol thl n.p.rtaent', "-hour Inlw.rlna ..rvlel ~.r' for 'or.. orderlngl In p.nn.vlvanla l-IOO-S6Z-Z0SD, out.lda Plnn.vlvanla ~ within lOCI. Harrl.burg .r.. (717) 717"O'~, TOO' (717) 771-ZZ52 CH..rlna I~.lr.d Onlv). OBJECTIONSt Anv p.,.tv In Int.,...t not ..tl.fl.d with the .......ent of t.. .. .hown on thl. notlc. ..v obJ.ct within .I.tv c601 dlV' of r.cllpt of thl. Notlc. by. -"written prot..t to the PA a.p.rt..nt of Rev.nu., Bo.rd of App..I., a.pt. 281DZI, H.rrisburg, PA 17121-1OZI, OR ....Iactlng to h.YI the .att.r d.ter.lnad .t audit of the p.nonsl r.pr...nt.UvI, OR --appa.1 to thl Orphan.' Court, ADHIN- JlTRATlYE CORRECTlONSt Factu.l .rror. dhcov.rad on thh ........nt .hoUld bl Iddr....d In w,.ltlng tOI PA a.p.,.t.ent of R.v.nu., Iu,...u of Indlvldu.1 TI.I', ATTHI po.t A......ent Rlvlew unit, alpt. Z10601, H.r,.l.burg, PA 17IZI-0601, Phone (7171 717-6505. SI' pag. 5 of the booklet "In.tructlon. for Inherltanc. le. R.turn fa,. . RI.ldlnt Decedent" (REV-1501) fo" en I.planatlon of .dalnl.t,..tlvlly corr.ct.bl. .rro,... PENAL TVI The 15X tl. aen..tv non-partlclp.tlon pen.lty I. co~ut.d on the tot.1 of the tl. and Int.r..t .......d, end not p.ld b.for. Januarv II, 1996, thl flr.t d.y .ft.r the .nd of tha tl. .~a.tv p.,.lod. Thl. non-p.,.tlclpatlon penalty II app.alabl. In tha .... .ann.,. .nd In tha the .... tl.. parlod a. you would app..1 the ta. and Int.,...t th.t h.. been ......Id II Indlc.t.d an thh noUc.. INTEREST I For d.t.. of d..th on 0,. .ft.,. 10-5-91, Plnn,vlvanl. E.tat. T.. ba..d on the F.d.,..1 Elt.t. T.. r.turn bleoa.. d.llnquent .t the IMplretlon of nine (09) lanthl fro. thl d.t. of d..th. For d.t.. of dt.th prior to 10-5-91, Pennsvlvanla E.t.t. Ta. b..ed on the Fad.ral Eatata Ta. ,..turn becOll' delinquent at the ..plr.tlon of .Ight.en (Ill eonth' fr~ the data of d..th. ,.... which b.c... d.llnquent bafora Janu.rv I, 191Z b..r Int.ra.t .t the rat. of .1. (6Xl p.rcent p." ~ calculated .t a dallv rat. of .00016.. All t..I. which blc..a dallnquent on 0,. aft.r Janul,.W I, I,IZ will bear Int.r..t at a ,.ata which will va,.y f,.oa c.I.odar Vllr to c.I.nda,. V"" with t~t rat. .nnounc.d bv the PA ~.,.t.."t of Rlvenue. The applicabl. Inbr..t rat.. fo,. 191Z through 1997 .ral V... Int.,...t Ratl U.llv Inte,...t Faeto,. V.a,. Int.r..t R.ta Oalh Int"..t FlCto,. 1912 lOX .oDDS41 1917 'X .0002., nls 16X .DonSI 1911-1991 11" .000SOI I'" \IX .000501 19'2 'X .OOOZU "IS ISX .000556 1995-1994 7X .DDG192 I'" lOX .0002n 19U-I997 'X .000lU -"Inta,...t II calcul.tld .. followa. INTEREST . 8ALANCE OF TAX UNPAID X NUN8ER OF DAY8 DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. l..uad .Ua... the t.. bacCMI.a dllinquent "Ill rlftHt an Int.,..at ulcul.tlon to flftHO USl d.vs blYond ttM data of ttMi ........"t. If PIY""t 11 IIIda .ftl,. thl lnt.,...t co.put.UDl"l data .hown on the Notlca, Ilddltlonal Intar..t .u.t b. calculated. -- -. - -- .< _. .- .. /5"-Jj3 ~/3 COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN c r~~~ :rw~ HOTEl To In,ur. prop.r credit to ~our account, ,ub~it the upper portion of this for~ with your tex pay.ant. ESTATE OF MCGRATH CLAUDETTE B FILE NO.21 95-0521 ESTATE TAX DETERMINATION BUREAU OF INnIVIDUAL TAKES INHERltANC[ fAlC DIVISION D[Pl. U060t IIARRn'URG, PA l1U,'OtlOl A MARK WINTER ESQ 310 W CHOCOLATE AVE HERSHEY PA 17033 'n.'" III" III-Ill OB-11-97 MCGRATH 06-25-95 21 95-0521 CUMBERLAND 202 CLAUDETTE B Anount Ra"ltted MAKE CHECK PAYABLE AND REMIT PAYMENT TOI CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR FILES ~ Rifv:736--EX--AFP--C03:-97j-----.ii-No-iicif-OF--OETE-RHIiiATliiN-AN-o-AS-SESS-HEN;r---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER 88 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 1. Credit For State Death Taxes as Verifiad 2. Pennsylvania Inheritance Tax Assessed (Excluding Diecount and/or Interest) 3. Inheritance Tax Assassed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4, Total Inheritance Tax Assessed 5, Pennsylvania Estate Tax Dua 6, Amount of Pennsylvania E.tate Tax Previously A.....ed Ba.ed on F.deral Estate Tax Return 7. Additional Pennsylvenia Estate Tax Due TAX CREDITS I PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID ACN 202 DATE 08-11-97 ,00 .00 TOTAL TAX CREDIT .00 BALANCE OF TAX DUE ,00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER TNIS DATE. SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN fl. NO PAYNENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I .00 .00 ,00 .00 ,00 ..-,"}'. Il,,, ~:: .,,~ 1-1,: ..,,;:-- fi;"~ ';',,> !.:~, ~,}:.;l :';'(~1.1, lt~: _ :~~~. 911 '\:IJ, ";1~: I "'. I {~~;: ! 'i'/' ' ,';1! 'AI -,:J! ,,-,1 :Ii '''j! ',(11 ')I ',1 .\ , PlIIPOK Of' NOllCE. PAYHlEHTf RE'IJID (tR) I DBJECTIONSI 'PHIN. ISTRAnY( CORREcnDHI, PfNAlT't'1 INTEREST. on :n SW 'C5 ..... :'T1f:1 , "..1 n I iB ~ ", -0 L<J VI' :11, ,'oJ (' )'. ;.. .:.:. -.I To ful,lll thl r.qulr..ent. of S.ctlon ,.4S Cb) of thl Inheritance and Ettat. 'IX Act, Act 21 0' 1'9S. e12 P.'. SICtlon 9.41). Detach the top portion 0' thlt Notle. MIl lubaJt with you,. p.v..nt to thl RIlIht,,. 0' WI1" prlntad on the r.vI,... .Id,. n "aka chick Dr .on." order pa"abl, tal REGISTER OF MILLS, AGENT. A ,.,fund of . tlM cradlt "V ba ".qua,t,d bv cD~l.tlnll en "APpllcltlon for R'fund of Pennlvlvanl, Jnh'rlt~. ~ Elta'. TIM" CREV..'.),. ApPllcatlonl ar. ,yaltabl, at the Offlc. of the R.gl.t.~ of Will., any of the 2J R.v.nu. Dl.trlct OfficI' o~ frol the D.p.rt..nt'. 2~-hour .n,wlrlng ..~vlc. nuab.r. fo~ for.. ord.~lngl In P~.vlvanla 1-100-362-2050, out.ld. P.nn.wlv.nl. and within 10c.1 H.r~l.burg .r.. (717) 717-1094, TDDI (717) 772-t252 (H..~lng l.p.I~.d Onlv). Anv p.rtv In lnt.r..t not ..tl.fl.d with the '..I"'lnt of t.x .. .hown on thl. not Ie. ..v obJ.ct within .Ixtv (60) d.V' of r.c.lpt of thl. Notlc. bV' .-Mrltt'n p~ot..t to the PA D.p.rt..nt of R.v.nu., Bo.rd of App...., D.pt. ZI1a21, H.rrl.burG, PA 17121-1021, OR --.I.ctln, to h.v. the ..tt.r d.t.r.ln.d .t .udlt of the p.r.on.l r.pr...nt.tlv., OR ...,p..1 to the Orphan.' Court Flctu.1 .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.p.rt..nt of R.venu., Bur.au of Indlvldu.1 T.x.., ATTNI Po.t A.......nt A.vl.w Unit, D.pt. '10601, H.r~l.burg, PA 111'1-0601, Phon. (711) 711-6505. S.. p.g. 5 of the bookl.t "In.tructlon. for lnhlrltanc. T.. R.turn 'or. R..ldent D.c.dent" IAEY-1501) fo~ .n ..plan.tlon of ~Inl'lr.tlv.lv corr.ctabl. .rror.. The 15X t.. .-n..tv non-plrtlclp.tlon panaltv I. co.put.d on the tot.l of the t.x and Int.r..t .......d, and not Plld b.for. J.nu.rv II, 199', thl flr.t dav .ft.r the .nd of thl t.. .an..tv p.rlod. Thl. non-p.rtlclpatlon pen.lty I. ,pp..llbl. In the .... .ann.r .nd In the the .... tl.. p.rlOd .. wou would .pp..1 thl t.. and Int.ra.t th.t hi' b.an .......d .. Indlc.t'd on thl. not Ie.. Addltlon.1 P.nn'vlvaRl. E.t.t. '.x .......d .. . r"ull of . chang. on the F.d.r.1 [.ta'. T.. cIa. In, I.ttar b,cD'e. dellnqu.nt .t the ..plr.tlon of on. CI) .onth fro. the d.t. thl flnll notlc. of thl Incr.... In F.d.ral E,ta'. ,.. I. r.calv.d. T.... which b.c... d.llnquent bafor. Janu.rv 1, 19.2 b..r Int.r..t .t thl r.t. of .1. (6~) parc."t pa~ .nnua cllcul.t.d .t . dallv ~.t. of .00016'. All t.... Mhlch b.c... d.llnquent on O~ .ft.~ January I, 19'2 will ba.r Int.r..t .t . rat. which will v.rv 'roe cal'nd'~ v..r to c.l.nd.r v..r with that rat. announced bV the PA Ulp.rt.ant of A.v~. Th. appllc.bl. Int.r..t rat.. fo~ 19.2 through 1997 .r.. !!!! In,.,...t A.t. O.llw Int.,...t F.cto~ ~ Int.r..t A.tl Dally Inta,...t Fbtor 1912 ZOX .aaOS41 1911 'X .aaat41 1913 lOX .00041' 1"1-1991 llX .000301 19" lIX .000101 '99' OX .OOOZU 1915 ISX .000356 1993"199" n .000192 1916 lOX .OOOZ7~ 199541991 OX .aOOU1 ."Int.r... .. c.lcullt.d .. follow. I INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -.Anv Halle. luued .ftar tM tlM b.c~. dallnquent will rafl.ct an Int.r..t c'lcul.tlon to flft.." C1!U d.n b.vond the d.t. of the ........"t. If Plv.ant I. ..d. .'t.r the Int.ra.t co~t'tlon d.t. .hown on the Notlc., addltlon.1 Int.,...t ...t be c.leul.t,d. ': I.... PLEASE FIlE TInS REPORT WI1HIN 'lW YEARS OF DATE OF DFAlH REX:ARDLESS OF TIlE STAniS OF 1l/E FSTATE. IF ESTATE IS NC7l' <ntPLEl'rn, FIlE A 6.12 FORM YEARLY UNl'IL CXliPIEl'ION. \) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Claudette n. McGrath Date of Death: 6/25/95 Wi 11 No. 21-1995-00521 AdmJn. No. Pursuant to Rule 6.12 of the Supreme Court Ol'phans' Court {tilles, I report the following with respect to completion of the administration of the above-captioned Iolstate: 1. State /whether administration of the estate is compiete: Yes V No, 2. I f the answer Is No, state when the personal representatIve reasonably believes that the administratIon wIll be complete I J. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No .:/ . b. The separate Orphans' Court No. (if any) (or the personal representative's account iSI c. Did the personal representative s~e an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be al;tached to this report. ~ I i ~ I Date:~ ~ . 1t~)J1:dx ~ Signature I ~ I I' A. Mark Winter. Esq. Name (Please type or print) lid "0') " ", ':;!UnO lJnc'J : 1010 310 W. Chocolate Avenue,_Hershey, PA 17033 Address [ 71 7 I 533-4868 Tel. No. /'. I I 1'17: Zd Zl 09V 96. Cdpac ity I Personal Representative ..Counsel for personal representative SlOt"'l I (MAH: rmi9 AMJ) :,:hU :);,'i:1F)!:I nW-27 Q0 . :0 t_ ." ,~ ....,. "l'lEASE FILE nITS REPORT wrnUN TWO YEARS OF DATE OF DFATII REXlARDL&'iS OF mE STATOs OF TIlE F.SI'ATE. IF F.SI'ATE IS NOT roIPLEl'FD, FILE A 6.12 FORM YEARLY UNITL ~IOO"; (ii = ~ I"" (I STATUS REPORT UNDER RULE 6.12 ~_2 Claudette D. McGrath .-" );;.1 Ii .-", Name of Decedent I '.J N Date of Deathl 6/25/95 Will No. 21-1995-00521 Admln. No. Pursuant to Rule 6.12 of the supreme Court Orphans' Court Rules, I report the followIng with respect to completion of the administraLion of the above-captioned ..statel 1. State whether administration 01 the estate is completElI Yes X No_____ 2. If the answer is No, stat.e when the personal representative reasonably believes that the administration will be complete I J. If the answer to No. 1 is Yes, state the followingl a. Did the personal repp9sentative file a final account with the Court? Yes No 1/ . b. The separate Orphans' Court No. (if any) [or the personal representativEl's account iSI c. Did the personal representative sta~ an account informally to the parties in interest? YeB~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounLs may be filed with the Cerk of the Orphans' C,ourt and may be attached to this report. Datel 4/24/96 (). 7t<.~2J1~ Signature A. Mark Winter. Esq. Name (Please type or print) 310 W. Chocolate Avenue, Hershey, PA Address 17033 (717 I 533-4868 Tel. No. CdpacitYI Personal Representative X ..,Counsel for personal representative (MAHlrmt/AHJ) nW-27