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E.wafv 01 Edmund R. Tomb
also kllrlll'lI as
PETITION liOR PIWnA TE and GRANT OF LETTERS
~1-q5.7/.p7
No.
To:
Register or Wills ror thc
. D('cl'asvt/, Counly or J:wnb,'r] nnd in the
Social Srl'lIrlty No. -11<<1-26-9-143 COllll11onweahh or Pennsylvania
The petition or Ihe undersigned respeetrully represenls Ihlll:
Your pctitloner(s), who Is/_ IR years or IIge or older lIIdlhe exeeulrl x
in Ihe IlIsl will or Ihe IIhove deeedcl1l. dated .JD.nullrY-llt.
and eodlell~ dilled .J.ullll 23, 1995
nllmed
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1\lnlc rdc\UIlI dfl.'lllll"IIlIl~'C!.. c.p. ff,.'IIIlIlL'lUllolI, t.lcl1Ih nrC\CCII10f, Cle,)
Deeendel1l WIIS domicilcd III dellth III Cumberland
'; ;a last ramil)'lJr I1rlnciPIII~/~dcnee III ~25 We a l\::l-Drivc .
055 fLOWey en r~
(li\1 ..Heel, lIumbcl IIml l11ulldllalil)')
County. Pennsylvania, whh
McehanieaburR. PA
Deeendenl. then 93 )'CII" or age. dlcd October 1. ,1995
01 Harrjllburlt Hoapital .
Excepl os rollows. deeedel1l did nOlmllrry. Wlls not <)ivoreed and did nol hove 0 child born or adopted
afler exeeullon or Ihc will orrered ror probale; WIlS nOI the victim or 0 killing and was never adjudicated
IncOmpelel1l: Nt A
Deeendellt 01 demh owned propcrlY with estlmaled values os rollows:
(II' domiciled In Po.) All pcrsonlll properlY
(II' not domielled in Po,) , Personal properly In Pennsylvllnlll
,If nOl domiciled In Pa,) Persolllll properly In Count)'
Value or real eslme in Pennsylvallia
situated us rollows:
S 36 ,000
S
S
S
WHEREFORE. pelitloner(s) respect roily requesl(s) the probme or the lust will and codlell{.tf
presenled herewith alllllhe grunt or kners_tlUitJlID.\H1tllrv
f Ilc\liUllCIIIlU)': lulllllni\lfllllnll c,l.n.; admlnllllrallnn d.h.n.c.I.II.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.TH OI:I'ENNSYI.VANIA }::IS
COUNTY OF CUMBERLAND
The petitioner!s) IIhove-nul11ed S\"eurls) or uffirmls) thl\llhe stulements in Ihe roregolng petition arc
trlle und ~llrreel III Ihe hesl ..I' Ihe knuwledge und helieI' or pellllonerls) und Ihul us personal represen.
"\livels) ur Ihe nho\'C deecdelll 11elitlllller(s) will weiland Irnly udmlnister the eslulc according 10 low,
MARY C. LEWIS
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Sworn to or affirmed and suhscribed
hefllre me Ihb __l.2..t!L__ dllY uf
OCTOBElL....__ 19.95_
RL'Mi,Ht!r
No. 2].95.767
Estate of
Edmund R. Tomb
, Deceased
DECREE OF PROBATE AND GRANT OF LETIERS
AND NOW OCTOBER 16, 19~,ln conslderallon or.lhc petlllon on
.thc rcvcrsc sldc hercof, sotlsractory proof having becn prescnled beforc me,
IT IS DECREElllhol lhc Inslrumenl(s) dotcd,T1Inm.,.y 14, ,qq, and June 23.1995
descrlbcd thcrcln bc admlllcd to probate and filed or record as thc losl will or Edmund R. Tomb
and LCllers Testamentsry
arc hereby grented 10 Ruth Eleanor Tomb Davis
MARY C. LEWIS Rfslslcr of Wills
FEES
Probalc, LCllers,'Etc. ,........ S 70.00
~DI.c;Iht 10.50
i':Pptl1gC~t~ cates( )"......., S 39 . 00
Il~R~~\('R SHOR'l"CBRTII5 3&.00-
.TC"P S' &; nn
TOTAL _ S 160.50
OCTOBER 16, 1995
'_.FlIed ........... ............... ...... ...
Michael W. HaBBell (034851)'
ATTORNEY ISup. 0, I,D, No.)
One Commerce Square
1417 Walnut- ~t-,.~t:'t-J ltn,..,..fahtl1"'K. PJ\ 17101
ADDRESS
717-237-4024
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LETTERS AND ORDER KMXKKRXXBXKXXBKHHKXX
MAILED TO ATTORNEY
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LAST WILL AND TESTAMENT
OF
EDMUND R. TOMB
I, EDMUND R. TOMB, of Lower Allen Township, Cumberland
County, Pennsylvania, declare this to be my Last will and
Testament, hereby revoking all wills and codicils at any time
heretofore made by me.
SECTION FIRST
PaYment of Debts and Expenses
I direct my Executor to pay my debts, the expenses of
my last illness and my funeral expenses as soon as may be
convenient after my death.
SECTION SECOND
Beauest of Tanaible Personal Propertv
A. I give and bequeath all my personal and household
effects, jewelry, automobiles, and all other tangible personal
property, to my wife, ELSIE S. TOMB, if she survives me for a
period of thirty (30) days; or, if she does not so survive me, to
my daughter, RUTH ELEANOR TOMB DAVIS, if she survives me for a
period of thirty (30) days; or, if she does not so survive me, to
the children of my daughter, RUTH ELEANOR TOMB DAVIS, who are
living at the expiration of such period, to be divided among them
equally in such manner as they may agree. In case of any
disagreement, the decision of my Executor shall be binding.
SECTION THIRD
Residuary Estate
I give, devise and bequsath my residuary estate as
follows:
A. To my wife, ELSIE S. TOMB, if she survives me for
a period of thirty (30) days.
B. If my wife, ELSIE S. TOMB, does not survive me for
a period of thirty (30) days, my residuary estate shall be
distributed as follows:
1. The lot at Ranches of America, Cripple creek,
Colorado, to my son, ROBERT TOMB.
2. Twenty percent (20%) of the remainder of my estate
to my son, ROBERT TOMB, if he survives me for a period of
thirty (30) days; or, if he does not so survive me, to his
issue, per stirpes. If at my death or any later time fixed
for distribution of principal, my son, ROBERT TOMB, and all
his issue shall be deceased, the entire remainder of my
estate shall be distributed to my daughter, RUTH ELEANOR
TOMB DAVIS, or her issue, in accordance with the following
paragraph 3 of subsection B of this section.
3. Eighty percent (80%) of the remainder of my estate
to my daughter, RUTH ELEANOR TOMB DAVIS, if she survives me
for a period of thirty (30) days; or, if she does not so
survive me, to her issue, per stirpes. If at my death or at
any later time fixed for distribution of pr.1.lcipal my
daughter, RUTH ELEANOR TOMB DAVIS, and her issue shall be
2
. ,
deceased, such principal shall be distributed to my son-in-
law, DR. M. EUGENE DAVIS. If at my death or at any later
time fixed for distribution of principal, all of the
aforesaid persons are deceased, such principal shall be
distributed to the following:
a. one-half to Mr. Gerald Tomb, of Newport
Richy, Florida; and
b. one-half to Dr. Theodore Terry, of Bethlehem,
Pennsylvania.
4. As used in this will, "child", "children", "son",
"daughter", and "issue" shall include persons related by
blood and by adoption and shall include specifically ROBERT
TOMB as my "son" and "issue".
SECTION FOURTH
Retention of Prooertv Distributable
to Beneficiaries under a Disabilitv
Any property (whether income or principal)
distributable to a :~')neficiary under a disability may be retained
by my Executor in a separate trust and may be invested and
applied (together with any income earned by it) from time to time
for the beneficiary's benefit in any way which the Executor may
deem appropriate.
Such property shall be distributed to the beneficiary
when he or she is free of disability, or, in case of death during
disability, shall be paid to his or her estate.
If the continued retention of property under this
Section should be impracticable because of the small size of the
3
fund, my Executors may distribute it for the beneficiary's
benefit. Any property held for a minor may be depoeited in a
savinge account made payable to the minor at majority at a
savings institution selected by my Executor.
For the purposes of this Section a beneficiary shall be
considered to be under a disability during minority or while
under the age of twenty-one (21) years or at any time when such
beneficiary shall in the opinion of my Executor be unable by
reason of advanced age, illness or other condition to properly
manage his or her affairs. '
Payments made for the benefit of a beneficiary may be
made directly to the beneficiary, to his or her parent or
guardian or to the persons caring for or having custody of the
beneficiary, or may be applied for such beneficiary's benefit by
payment to such other persons, organizations or institutions as
my Executor may select, and the receipt of any such payee shall
be a full release therefor.
SECTION FIFTH
protective provision
I direct that the principal of my estate and the income
therefrom, so long as the same are held by my Executors, shall be
free from the control, debts, liabilities and assignments of any
beneficiary interested therein, and shall not be subject to
execution or process for the enforcement of judgments or claims
of any sort against such beneficiary.
4
SECTION SIXTH
Tax Clause
I direct that all inheritance, estate, transfer,
succ.ssion and death taxes, of any kind whatsoever, other than
any qeneration skipping taxes, (including any interest and
penalties thereon), which may be payable by reason of my death,
whether or not with respect to property passing under this Will,
shall be paid out of the principal of my residuary estate.
SECTION SEVENTH
General Powers
In addition to any authority otherwise given, I
expressly grant to my Executors the following powers, to be
exercised in the discretion of my Executors and on such terms as
my Executors may deem best with respect to my estate and the
trusts hereunder, including property retained under Section
FOURTH hereof, without need for court approval and effective
until final distribution of all assets:
A. To retain any property owned by me at my death and
to invest and reinvest, without,being confined to "legal
investments", and without responsibility for diversification, in
any form of property, including by way of illustration and not of
limitation: real estate, common stocks up to one hundred percent
(lOOt) hereof, investment trusts, mutual funds, and securities
issued outside of the united States.
B. To sell, exchange or lease for any period of time
any property, real or personal; to enter into agreements of
5
limited partnership; to maintain, repair, alter, improve,
restrict, subdivide, develop, partition, dedicate or abandon real
estate; to grant easements concerning and to otherwise encumber
real estate; and to give options and execute option agreements
for the sale or lease of assets held, without obligation to
repudiate the same in favor,of better offers.
c. To subscribe for stocks, bonds or other
investments; to join in any plan of lease, mortgage, merger,
consolidation, reorganization, foreclosure or voting trust and
deposit securities thereunder; to exercise options to purchase
stock and other property; and generally to exercise all the
rights of security holders of any corporation.
D. To register securities in street name or in the
name of a nominee or in such manner that title shall pass by
delivery and to vote, in person or by proxy, securities held
hereunder and in such connection to delegate discretionary
powers.
E. To retain reasonable amounts of cash uninvested,
in the commercial or trust department of any bank or trust
company, including any corporate fiduciary hereunder, for such
periods of time as are deemed reasonable for the efficient
administration of the estate or trust.
F. To borrow money and to mortgage or pledge assets
held hereunder as security; and to lend money upon such' security
as may be deemed sufficient.
G. To make all reasonable compromises.
6
. .
H. To make distribution in cash or in kind or partly
in cash and partly in kind, and, except as otherwise specifically
directed, to allocate specific assets to or among the
beneficiaries, including any trusts hereunder, in such manner or
proportion as they may deem advisable; provided, however, that
this clause shall not be construed to permit them to affect the
value of the distribution to which any such beneficiary may be
entitled hereunder.
I. To combine the assets of any separate accounts
under section FOURTH hereof into one or more administrative or
investment units for convenience of administration and
investment.
J. To employ and compensate from income or principal,
in their discretion, investment and legal counsel, accountants,
brokers and other specialists.
SECTION EIGHTH
Aooointment of Executors and Trustees
A. I appoint ELSIE S. TOMB, my wife, as Executrix of
this Will. In case of the renunciation, resignation, disability
or death of my wife, I appoint my daughter, RUTH ELEANOR TOMB
DAVIS, to serve as a substitute Executrix. In case of the
renunciation, resignation, disability or death of my daughter, I
appoint my son-in-law, DR. M. EUGENE DAVIS, Mechanicsburg,
Pennsylvania, as substitute Executor, or in the event he is
unable to serve, I appoint DR. THEODORE TERRY, Bethlehem,
Pennsylvania, as substitute Executor, or in the event he is
7
unable to serve, I appoint EARL P. ARMSTRONG, Columbia, south
carolina, as substitute Executor, or in the event he cannot
serve, I appoint DAUPHIN DEPOSIT BANK & TRUST COMPANY as
substitute Executor.
B. The individual Executor serving hereunder at any
time and from time to time may appoint a bank or trust company
(either within or without the Commonwealth of Pennsylvania) to
serve as an additional Executor in which case the individual
Executor serving hereunder at any time and from time to time
shall have the right to remove the corporate Executor then
serving hereunder, and to appoint another bank or trust company,
either within or without the Commonwealth of Pennsylvania, to
serve in its place or to leave such office vacant.
C. Any successor Executor shall have the same powers,
duties and authorities as though named hereunder as an initial
Executor. No Executor serving hereunder at any time shall be
required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF, I have set my
my Last Will and Testament this J'{-d., day
1992.
hand and seal to this
of ~ nAUa(f
z' ~----rt C1. .'-J-(Seal)
EDMUND R. TOMB
signed, sealed, published and declared by EDMUND R.
TOMB, the abovs-named testator, as and for his Last will and
Testament, in the presence of us, who, at his request, in his
8
STATE OF PENNSYLVANIA
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ss.
COUNTY OF DAUPHIN
We, Crlhvt wwJ ~ IfYmh , !}cU'; N. Q."t'Y)')A.... ,
I/7w1 M l.lnnlwtJ..,J1-nde$J~L~ LJ. 1::J(j~ u 1.1 the testator 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 testator signed and
executed the instrument as his will and that he had signed
willingly, and that he executed it as his free and vOluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed
the Will as witness and that to the best of his or her knowledge
the testator was at that time eighteen year of age or older, of
sound mind and under no constraint or undue influence.
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Testator
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Subscribed, sworn to
, the testator, and
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witness
and acknowledged before me by ,J:'/'YYW/tId.
subscr bed and sw~ tQ befo~ ~e l~
and ~J I , ..JJJ. 1U2i!a I r II.(
, 1992.
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day of
.... ~^J )... . R. ..tJ,.;, J,tyYI1~
Notary PUblic
1 NOTARIAL SEAL
HOLUE R. GIBBONEY. NCllry Public
Cit'1 of Hauis:urg. Cluphin County
r,1.... Commt5!1lon E:cclras MarCh 10. 1994
.
FIRST CODICIL
I, EDMUND R. TOMB, do hereby make this as and for a
first Codicil to my last will and Testament dated January 14,
1992.
FIRST: SECTION SECOND of my said will is revised to
read as follows:
SECTION SECOND
Beouest of Tanqible Personal Prooertv
A. I give and bequeath all my personal and household
effects, jewelry, automobiles, and all other tangible
personal property, to my daughter, RUTH ELEANOR TOMB
DAVIS, if she survives me for a period of thirty (30)
days; or, if she does not so survive me, to the
children of my daughter, RUTH ELEANOR TOMB DAVIS, who
are living at the expiration of such period, to be
divided among them equally in such ma,lner as they may
agree. In case of any disagreement, the decision of my
Executor shall be binding.
SECOND: SECTION THIRD of my said will is revised to
delete subparagraph A, and to revise the remainder of the section
to read as follows I
SECTION THIRD
Residuary Estate
I give, devise and bequeath my residuary estate as
follows:
HAOI/29600.\
1. The lot at Ranches of America, Cripple Creek,
Colorado, to my son, ROBERT TOMB.
2. Twenty percent (20%) of the remainder of my estate
to my son, ROBERT TOMB, if he survives me for a period
of thirty (30) days; or, if he does not so survive me,
to his issue, per stirpes. If at my death or any later
time fixed for distribution of principal, my son,
ROBERT TOMB, and all his issue 'shall be deceased, the
entire remainder of my estate shall be distributed to
my daughter, RUTH ELEANOR TOMB DAVIS, or her issue, in
accordance with the follcwing paragraph 3 of this
Section.
3. Eighty percent (80%) of the remainder of my estate
to my daughter, RUTH ELEANOR TOMB DAVIS, if she
survives me for a period of thirty (30) days; or, if
she does not so survive me, to her issue, per stirpes_
If at my death or at any later time fixed for
distribution of principal my daughter, RUTH ELEANOR
TOMB DAVIS, and her issue shall be deceased, such
principal shall be distributed to my son-in-law, DR. M.
EUGENE DAVIS. If at my death or at any later time
fixed for distribution of principal, all of the
aforesaid persons are deceased, such principal shall be
distributed to'the following:
a. one-half to Mr. Gerald Tomb, of Newport
Richy, Florida; and
HA01/29600.1
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in his presence, and in the presence of each other, all being
present at the same time, have hereunto subscribed our names as
witnesses.
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ACKNOWLEDGMENT FOR LAWYER'S SIGNATURE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
ss
On this, the ~ day of ::Jlj(l(L. , 1995, before me, the
undersigned officer, personally appeared Michae1 W. Hassell,
Esquire, known to me (or satisfactorily proven) to be a member of
the bar of the highest court of said Commonwealth and a
subscribing witness to the written instrument, who certified that
he/she was personally present when Edmund R. Tomb, whose name was
subscribed to the within instrument, executed the same, and that
said person acknowledged that he/she executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and official
seal.
My Commission Expiresl
Cr.iA. {? {k
[name]
(SEAL)
NOTAAlAL 5EAI.
C'tHntA R. PATCH. NollUy Public
ClIy 0/ HO"'"burg, Oluphln Counly
Commission Ex Ires Nov. 1$, lC~7
HAOll29600,1 '
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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...RuthHIUeUIIDL1'umb..Dllv11L__ ___.'_' _" _____._
bolng duly _,_Bworl}__ .__.. __ .ccordlng to I.w, dopo... .nd SOY' th.t Bh. iB Executrix
----.--- .,.-. "... ....... ."... of tho E...I. of Edmund II. Tomb
lot. of ...Lower Allen TownBhip .._.__ __, Cumb.rl.nd Counly, P.., d.c....d .nd th.t tho
wllhin Is .n Inv.ntory m.do by .llllth l~tl!!lnQr_T~,-,nlLJlliY.!~_ . .._ _. __, tho ..rd Executrix
of tho .nltro ....10 of Slid d.c.dent, con.hllng of .lIlhe p.rson.1 pro".rly .nd ...1 ..t.t., .xc.pt r..1 ....t. outsld.
the Commonw..lth of P.nn.ylv.nl., .nd th.1 tho flgur.. 01'1'0.11. o.ch It.m of Ih. Inv.ntory r.pr...nllt'. f.lr v.lu.
.. of tho d.to of d.codonl'. do.th.
~.Af_ ..In .nd .ub.crlb.d bofor. me,
Ul;'" ol9TH d~4f"~1 19 ?~-
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Acid,...
D.t. of D..th ___-.-.J..._
O.Y
October
Month
1995
Vu,
INSTRUCTIONS
,. An Inv.ntory mu.t b. flI.d wllhln thr.o month. .ft.r .ppolntm.nt of p.rson.1 r.pr...nt.tlv..
2. A .upplomont Invonlory mu" bo flIod wllhln thlrly d.y. of dl.cov.ry of .ddltlon.1 ....h.
3. Addltlon.1 .ho.h m.y b. .tt.ched .. to porson.lty or r..lly
4. So. Artlcl. IV, Flducl.ri.. Act of 1949.
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Inventory of the real and personal estate of
I.'rlmllnd U. Tnmh
decaased
Blue Cross/Blue Shield refund 228 20
Checking Account, PNC Bank $ 2,846 11
~emper-lIigh Yield Fund $ 1,355 00
Blackrock Income Trust $ 4,200 00
Putnam Premier Income Trust $ 6,992 00
Putnam American Gov't. Income Trust $ 11,846 00
Miscellaneous Personal Effects $ 300 00
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ROCOI.'C1r.ci Off,Cll of
RElt:,,'t.. Oi Wills
'96 JUN 28 P12 :34
First Class Mail
neW sselO :lSJI='
Clerk n (. ,,::~.:..J(t
CumbGII:."tl Co" PA
, .
One Commcree Square
417 Walnut Strect
Harrisburg, Pennsylvania 17101.1904
Morgan, Lewis
(I; Bockius LLI'
COUfrut.Loa, AT LA.
TO:
MARY CLEWIS
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
3 SOUTH HANOVER STREET
CARLISLE PA ~70~3
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REGISTER OF WILLS
AT'1'BN'l'IONI CHERYL
'CUMBERLAND COUNTY COURTHOUSE
3 SOUTH HANOVER STREET:'
CARLISLE PA 17013
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
cou~lv COOf
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'01 OAnl 0' OIA," Anll 121~ "" CHiCle HW
IP A lPOUIAL
I'OV.ITT CUDIT .. CLAIMID 0
P1U HUM'"
o 3. Remainder Iteturn
Ifo, do'.' 0/ doo,h p,io,.o 12.13.121
o 5. hd.ral E.'a'. Tall R.turn A.qulred
_ e. Ta'al Number of Saf. Oepo.i' aau.
eOMMONwlAlfH O' PfNNSYlYANIA
DI''''MIN' O' .IYINUI
DI" JI060
HAUtIlUIO.'A 171J..0601
N.N......C\A.I ,AN
MI ~ INl IA~I
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1995
'fA'
0767
NUMIU
I
Q
$OCIA~ lie 11" NUMIII
325 Wesley Driw,
c~ Mechanicsburg, PA
AMOUN' lie I~ID III IN U
Apt. 49
17055
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(1'1 7.262.26
(121 2a.505.45
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148-26-9143
1,230.33
1,230.33
842.11
20, If Un. 19 il groo.., thon Uno II, enltl Ih. dlffo,ence on Uno 20. ThI.I, Ih. OVI.PAYMINT.
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21. If L1n. III, g,.o.., ,hon L1n. 19, .n'., ,h. dlffo,.nc. on L1n. 21. Thl,l..ho TAX DUI,
... En'.' 'h. In'er... an 'h. balaftc. due an Uft. 21A.
I. En..' .h.'o'ol of Un. 21 ond 21A on Un. 211. Thl. II ,h. IALANCI DUI.
Mob Ch... Po o~1o 10" 'st., of Will., A,.nt
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Und.r p'ftaltl.. of perjury, I declare 'hat I have lIlamlnld IhI. r.'urn Includlftg accompanyinG Kh.dul.t ond .'a',""nt., and fa t belt of my hawledge and beli,f.
it I. true, correct and compl.'e. I declare that 011 real ,,'a'. ha. b..n' reporteer at ,ru. mar-'e' ~alue. Declaration of preparer other Ihan 'h. p.nonal reprel.n'o,lve il
bOlld Oft all Information of which p"pa,.r hot any ~no"",l.dge.
SIONAfu'l 0' 'IISON IUPONI.'U '01 L1NO lUUIN ADDIUI OAII
t..fIDJrl{,.
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Gi l. Original A.lurn
o 2, Supplemental A.turn
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o ... llmil.d Ellal. 0 "a. futur. In'er..t Compromlll
(10' do'., 0' d.o.h oh., 12.12.12)
~ 6. OK.dent Oi.d T..tat. 0 7, Dec.dut Malntain.d a Living Trult
(A.och copy 0/ Willi (A'och copy 0/ T,uIII
AU CO"ISPONDIHCI AND CONPlIllN1tAl. TAlC IHPOIMAJION SHOUlD .
NAM C M l MAlliN AD
MJrgan,
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1. R.ol Ello'. 15ch.d,l. AI III
2. S'oclo ond Bond. 15chod,l. I) (2) '4.1lJl.40
3, Clo,.ly H.ld 5'oc~Partn."hlp In'.'.II (5th.d,l. q 131
4. Mortga".. and Not.. AK.lvable (Sch.dul. 0) (A I
5. Calh. aonlc O'poli'l & Mllcellaneou. P.rsonal Prop.rty IS) 3.374.31
(Sch.dul. EI
6. Joln'ly Own.d P,op.rty (5chod,l. fl (61
7. T,onol." (5ch.d,l. GI15ch.d,l. II 17)
8. To'al Grall A.IIII ('0'01 L1n.. 1.7)
9. funeral hEenl.'. Admlnhtrotlv. CO.tl, MI.c.llaneou. (9) 1i.7119.9il
Exp.n'.' I ch.d,l. HI
10. O.bll, Mortgog. 1I0blll.I." li.n, (Sch.d,l. I) (101 512.28
11. TO'ol O.du<llon.('o'ol L1n., 9 & 101
12. N., Vol,. of E"O'. (lIn. B mln.. lIn. III
13. Charitable and Gov.rnm.n,al B.qu,"t ISchedule J)
14. N.t Valu. Sub .et to Tall (Un. 12 mlnu, L1n. 13)
15. Spo'lOl T,on,'... Ifo, do'.. 0' dooth oher 6.30.9A) (IS)
S.. In.'ructlon, for A~pllcabl. Percentage on A.~erM
Sid.. (Ind,d. vol,., ,om Sched,l. K 0' Schedul. M.I
16. Amoun' of L1n. I" 'axabl. at 6.. ral. (l6) 2G,!i05.45
(Indude valu.. from ~ed"l. K or Schedul. M.)
17. Amoun' of Un. lA lallabl. at 15.. raf. (17)
{Includ. valu.. from Sched"l. K or SchHul. M.I
11. P,lnclpol.o. du.(Add '0. from lIn., 15, 16 and 17.1
19. C,.dlll 5po'lOl Poverty C,td~ Prior Paym.n" DI.coun,
+ 800.00 + 4' 11
(191
(201
Ie.__
Ie .06.
M .15.
(III
In'er..t
(211
(21AI
(211)
O,\-S
38a.~2
Act '48 o' 1994 provld.. for the r.ductlon o' the tax rat.. Impo.ed on the n.t valu. o' tranmn to or for
the u.. o' the .pou... Th. rat.. a. pr.Krlb.d by the .tatut. will bel
. 3~ (.03) will be appllcabl. 'or ...at.. o' dec.d.nt. dying on or aft... 7/1194 and befo... 111/96
. 2~ (.02) will be appllcabl. for ..tat.. o' deced.nfl dying on or aft.r 111/96 and befo... 1/1/97
e 1~ (.01) will b. appllcabl. for ."at.. o' deced.nt. dying on or after 1/1/97 and befo... 1/1/9'
e Spou.al trand.n occurring on or aft.r 11119. will be .xempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
y
1, Did decedenl make a tranlfer and:
a. retain the us. or income of the property transferred, .......................................................
b. retain the ,jghl to dOllgnate who Ihall ule the ",'aperty Iransf.rred or ill Income, ...............
c. retain a reversionary lnt.re.ti or ...,...............................................................................
d. receive th. promise for life of .llher paym.ntl, ben.fltl or care' .......................................
2. If death occurred on or b.for. Dec.mber 12, 1982, did dec.dent withIn two yean preceding
d.alh transfer prop.rty wllhaut receiving adequate canlld.ration' If dealh occurred alter
December 12, 1982. dId deced.nl Iranlfer property within an. year of d.ath wllhaul receiving
adequate consideration................... to. ...... to...... ..... ............ ..... ......... ......., .................... 00...
x
X
3. Old deced.nt own an 'in trult far' bank account at hll or her d.ath.,......,........,........,............
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
N
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SCHEDULE B
STOCKS AND BONDS
...
Edmund R. 'l\::Irb
(All _rty ,.lfttly..WftH wltII ."ht ef Surv"'.""1to ",ulI It. ..1..1..... .ft ScltMule P.I
ITEM
NUMln DESCRIPTION
1,
l<errper High Yield fund, 169.161 Shares
K.enp;lr Fil'lllllcia1 Services, Inc.
Black.l:ock Ino::me Trust, 602 Shares
'!he Blackrock Ino::rre Trust, Inc.
Putnam Premier Ino::rre Trust, 904 Shares
Putnam J\rrerican G:lVerment Ina:rne CL-A, 1376 Sha.tes
2.
3.
4.
TOTAL Also en.., on line 2. Reeo 1."I..lon
(II more .pace i. needed, ;n..tf additional .1tHtI 0' la~ ~~.J
21-1995-0767
II
VALUE AT DATE
OP D!ATH
1,354.98
4,200.00
6,992.44
11,845.98
I
\
524,393.40
"
'I""I,IIA."III
.
5CHIDULI H
FUNERAL EXPENSES,
ADMINISTRATIVE com AND
MISCELLANEOUS EXPENSES
PI.a.. "rlnt .r T
COMMONweAltH 0' 'INNSYLVANIA
INHlIlTAt<lt:l TAl UTuaN
UIIDINT OICIDINT .
ISTAlI 0'
Eanund R. 'ltmb
ITEM
NUM8ER
A. Fun.ral Ex...nl.11
DESCRIPTION
AMOUNT
1.
Neill Funerill Home - Funeral Price
Bethany Village Retirement Center - ~Brorial Service and
reception meals
149.50
4,819.00
8. Admlnlltratlw COltll
\, Pononal R'p,,"ntatlve Commission.
Social S.curlty Numb.r of Pononol Rlp"..nlatlve:
Yoar Commission. pold
2, A"ornoy Fe..
Expenses for copying
3, Family ex.mptlon
Claimont R.latlonlhlp
Add"ss of Clolmonl 01 d.cod.nt'l dlath
5t,,01 Add"ss
Clly SIal. Zip Cod.
4, Probalo Fo.. and Short Certificates
C. Mlle.llanloul Exp.nlll'
1. Death l'btice - Patriot News
2. Death l'btice - Sentinel
3. Postage Costs
4. Bank Service Charge - p~ Bank
5, Inventoty Filing Fee
6,
7.
8.
1,300.00
25.00
160.50
184.96
78.92
16.00
6.10
10.00
TOTAL (AI.o .nllr on line 9. Recapllulalion)
(If more Ipae. II n"dld, Inll" additional Ih..tl of laml II...)
56,749.98
" .~lJl' ",: 11"11 ..taL.o
..~
,
~AUNOl""'''I'I\.'''lA
1.......'tANCt 111 'Iru..
lllfOINr DtCIDI""
I ,,,. 0'
Ecinun:I R. 'ltJnb
SCHEDULE I
DEBTS 0' DICIDENT,
MORTGAGI LIABILITIES AND LlINS
N&~. DISC.'I'f'ON
I. Bell Atlantic 'II!llePhale Bill
2. Bethany Village Retiz9ment Center _ rent
3. Alert Pluumacy - M3dicatiat
4. Emerald Drug Store - ~Cal Supplies
5. Smith Klein Beecham CliniCal .taI:loratories
AMoUNT
30.21
118.29
91.83
140.95
131.00
TOTAL rA,"o .nltlr on fin. 10, Rocopltulotlon) S
(II mOil 'po.. /. needed, In..,, odd/t1ono',,,,,,, 0' .om. sI...)
- --'_._--~~--....,,",----- ."-..
",
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters Testamentary
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No. 1995-00767 PA No. 2195-0767
ESTATE OF TOMB EDMUND R
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Late of
LOWER ALLEN TOWNSHIP
l:UMtlt;~~ANU l:UUN'l'l,
WHEREAS, on the 16th
dated January 14th 1992
to probate as the last will
Deceased
Social Security No. 148-26-9143
day of October
& June 23rd 1995
and codicil of TOMB EDMUND R
l~a~~, rl~~~, MIUU~t;1
1995 instruments
were admitted
late of LOWER ALLEN TOWNSHIP
1st day of October ~ and,
WHEREAS, a true copy of the will & codicil as probated is
THEREFORE, I, MARY C. LEWIS , Register of
the County of CUMBERLAND in the Commonwealth of Pennsylvania,
that I have this day granted Letters TESTAMENTARY
to RUTH ELEANOR TOMB DAVIS
who has duly qualified as Executor(rix)
and has agreed to administer the estate accord to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixsd the seal
of my Office the 16th day of October 1995.
,
CUMBERLAND County, who died on the
annexed hereto.
Wills in and for
hereby certify
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**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WILL AND TESTAMENT
OF
EDMUND R. TOMB
I, EDMUND R. TOMB, of Lower Allen Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament, hereby revoking all wills and codicils at any time
heretofore made by me.
SECTION FIRST
PaYment of Debts and EXDenses
I direct my Executor to pay my debts, the expenses of
my last illness and my funeral expenses as soon as may be
convenient after my death.
SECTION SECOND
Beauest of Tanaible Personal PrODertv
A. I give and bequeath all my personal and household
effects, jewelry, automobiles, and all other tangible personal
property" to my wife, ELSIE S. TOMB, if she survives me for a
period of thirty (30) days; or, if she doss not so survive me, to
my daughter, RUTH ELEANOR TOMB DAVIS, if she survives me for a
period of thirty (30) days; or, if she does not so survive me, to
the children of my daughter, RUTH ELEANOR TOMB DAVIS, who are
living at the expiration of such period, to be divided among them
equally in such manner as they may agree. In case of any
disagreement, the decision of my Executor shall be binding.
SECTION THIRD
Residuary Estate
I give, devise and bequeath my residuary estate as
follows:
A. To my wife, ELSIE S. TOMB, if she survives me for
a period of thirty (30) days.
B. If my wife, ELSIE S. TOMB, does not survive me for
a period of thirty (30) days, my residuary estate shall be
distributed as follows:
1. The lot at Ranches of America, Cripple Creek,
Colorado, to my son, ROBERT TOMB.
2. Twenty percent (20%) of the remainder of my estate
to my son, ROBERT TOMB, if he survives me for a period of
thirty (30) days; or, if he does not so survive me, to his
issue, per stirpes. If at my death or any later time fixed
for distribution of principal, my son, ROBERT TOMB, and all
his issue shall be deceased, the entire remainder of my
estate shall be distributed to my daughter, RUTH ELEANOR
TOMB DAVIS, or her issue, in accordance with the following
paragraph 3 of subsection B of this section.
3. Eighty percent (80%) of the remainder of my estate
to my daughter, RUTH ELEANOR TOMB DAVIS, if she survives me
for a period of thirty (30) days; or, if she does not so
survive me, to her issue, per stirpes. If at my death or at
any later time fixed for distribution of principal my
daughter, RUTH ELEANOR TOMB DAVIS, and her issue shall be
2
"
deceased, such principal shall be distributed to my son-in-
law, DR. M. EUGENE DAVIS. It at my death or at any later
time tixed tor distribution ot principal, allot the
atoresaid persons are deceased, such principal shall be
distributed to the following:
a. one-half to Mr. Gerald Tomb, of Newport
Richy, Florida; and
b. one-half to Dr. Theodore Terry, ot Bethlehem,
Pennsylvania.
4. As used in this Will, "child", "children", "son",
"daughter", and "issue" shall include persons related by
blood and by adoption and shall include specitically ROBERT
TOMB as my "son" and "issue".
SECTION FOURTH
Retention of ProDertv Distributable
to Beneficiaries under a Disabilitv
Any property (whether income or principal)
distributable to a beneficiary under a disability may be retained
by my Executor in a separate trust and may be invested and
applied (together with any income earned by it) from time to time
for the beneficiary's benefit in any way which the Executor may
deem appropriate.
Such property shall be distributed to the beneficiary
when he or she is free of disability, or, in case of death during
disability, shall be paid to his or her estate.
If the continued retention of property under this
Section should be impracticable because of the small size of the
3
fund, my Executors may distribute it for the beneficiary's
benefit. Any property held for a minor may be deposited in a
savings account made payable to the minor at majority at a
savings institution selected by my Executor.
For the purposes of this Section a beneficiary shall be
considered to be under a disability during minority or while
under the age of twenty-one (21) years or at any time when such
beneficiary shall in the opinion of my Executor be unable by
reason of advanced age, illness or other condition to properly
manage his or her affairs. '
Payments made for the benefit of a beneficiary may be
made directly to the beneficiary, to his or her parent or
guardian or to the persons caring for or having custody of the
beneficiary, or may be applied for such bensficiary's benefit by
payment to such other persons, organizations or institutions as
my Executor may select, and the receipt of any such payee shall
be a full release therefor.
SECTION FIFTH
Protective provision
I direct that the principal of my estate and the income
therefrom, so long as the same are held by my Executors, shall be
free from the control, debts, liabilities and assignments of any
beneficiary interested therein, and shall not be subject to
execution or process for the enforcement of judgments or claims
of any sort against such beneficiary.
4
SECTION SIXTH
Tax Clause
I direct that all inheritance, estate, transfer,
succession and death taxes, of any kind whatsoever, other than
any generation skipping taxes, (including any interest and
penalties thereon), which may be payable by reason of my death,
whether or not with respect to property passing under this Will,
shall be paid out of the principal of my residuary estate.
SECTION SEVENTH
General Powers
In addition to any authority otherwise given, I
expressly grant to my Executors the fOllowing powers, to be
exercised in the discretion of my Executors and on such terms as
my Executors may deem best with respect to my estate and the
trusts hereunder, including property retained under Section
FOURTH hereof, without need for court approval and effective
until final distribution of all assets:
A. To retain any property owned by me at my death and
to invest and reinvest, without being confined to "legal
investments", and without responsibility for diversification, in
any form of property, including by way of illustration and not of
limitation: real estate, common stocks up to one hundred percent
(loot) hereof, investment trusts, mutual funds, and securities
issued outside of the United States.
B. To sell, exchange or lease for any period of time
any property, real or personal; to enter into agreements of
5
limit~d partnership; to maintain, repair, alter, improve,
restrict, subdivide, develop, partition, dedicate or abandon real
estate; to grant easements concerning and to otherwise encumber
real estate; and to give options and execute option agreements
for the sale or lease of assets held, without obligation to
repudiate the same in favor,of better offers.
C. To subscribe for stocks, bonds or other
investments; to join in any plan of lease, mortgage, merger,
consolidation, reorganization, foreclosure or voting trust and
deposit securities thereunder; to exercise options to purchase
stock and other property; and generally to exercise all the
rights of security holders of any corporation.
D. To register securities in street name or in the
name of a nominee or in such manner that title shall pass by
delivery and to vote, in person or by proxy, securities held
hereunder and in such connection to delegate discretionary
powers.
E. To retain reasonable amounts of cash uninvested,
in the commercial or trust department of any bank or trust
company, including any corporate fiduciary hereunder, for such
periods of time as are deemed reasonable for the efficient
administration of the estate or trust.
F. To borrow money and to mortgage or pledge assets
held hereunder as security; and to lend money upon such' security
as may be deemed sufficient.
G. To make all reasonable compromises.
6
H. To make distribution in cash or in kind or partly
in cash and partly in kind, and, except as otherwise spscifically
directed, to allocate specific assets to or among the
beneficiaries, including any trusts hereunder, in such manner or
proportion as they may deem advisable; provided, however, that
this clause shall not be construed to permit them to affect the
value of the distribution to which any such beneficiary may be
entitled hereunder.
I. To combine the assets of any separate accounts
under Section FOURTH hereof into one or more administrative or
investment units for convenience of administration and
investment.
J. To employ and compensate from income or principal,
in their discretion, investment and legal counsel, accountants,
brokers and other specialists.
SECTION EIGHTH
Aooointment of Executors and Trustees
A. I appoint ELSIE S. TOMB, my wife, as Executrix of
this will. In case of the renunciation, resignation, disability
or death of my wife, I appoint my daughter, RUTH ELEANOR TOMB
DAVIS, to serve as a substitute Executrix. In case of the
renunciation, resignation, disability or death of my daughter, I
appoint my son-in-law, DR. M. EUGENE DAVIS, Mechanicsburg,
Pennsylvania, as substitute Executor, or in the event he is
unable to serve, I appoint DR. THEODORE TERRY, Bethlehem,
Pennsylvania, as substitute Executor, or in the event he is
7
unable to serve, I appoint EARL P. ARMSTRONG, Columbia, South
Carolina, as substitute Executor, or in the event he cannot
serve, I appoint DAUPHIN DEPOSIT BANK & TRUST COMPANY as
substitute Executor.
B. The individual Executor serving hereunder at any
time and from time to time may appoint a bank or trust company
(either within or without the Commonwealth of Pennsylvania) to
serve as an additional Executor in which case the individual
Executor serving hereunder at any time and from time to time
shall have the right to remove the corporate Executor then
serving hereunder, and to appoint another bank or trust company,
either within or without the Commonwealth of Pennsylvania, to
serve in its place or to leave such office vacant.
C. Any successor Executor shall have the same powers,
duties and authorities as though named hereunder as an initial
Executor. No Executor serving hereunder at any time shall be
required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF, I have set my
my Last Will and Testament this I'I-J.. day
1992.
hand and seal to this
of ~ nAUJ.t(1
z'~~ (J.-t o.....-t-(Seal)
EDMUND R. TOMB
Signed, sealed, published and declared by EDMUND R.
TOMB, the above-named testator, as and for his Last will and
Testament, in the presence of us, who, at his request, in his
B
STATE OF PENNSYLVANIA
COUNTY OF DAUPHIN
.
.
.
.
ss.
We, CrJhvt lJrWi R. Im-nh , ~L"i J/, {L,,~
t(rw, Ml./tm~J1-00.c$WL.~ A. t:kJJv.uktthe testator 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 testator signed and
executed the instrument as his Will and that he had signed
willingly, and that he executed it as his free and voluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testator, signed
the Will as witness and that to the best of his or her knowledge
the testator was at that time eighteen year of age or older, of
sound mind and under no constraint or undue influence.
~ fl. ~ -e C12. ~
Testator
Witness
~
I. ~
0/0 . -tI J)J' .
witness
J.~
~~ubscribed, sworn to and acknowledged before me by~,J~l~oL
e. ,~testator, and subscr bed and sw~ tQ befo~f: Jj
by J' , and 11 ,AJ./J. IC
wi esses, this /IJ:;"::' day of , 1992.
...11\..J J;.. R. .t1,-h 111':)"'" J ~
Notary PUblic
1 NOTARIAL SEAL
HOI.UE R. GIBBONEY, Notlry PublIC
C;t'1 of HlJrris:urg. Dluphln Counly
'A" Commission E,cl,.. MarC!'11o. ,900<<
.
.
FIRST CODICIL
I, EDMUND R. TOMB, do hereby make this as and for a
first Codicil to my last Will and Testament dated January 14,
1992.
FIRSTI SECTION SECOND of my said will is revised to
read as follows I
SECTION SECOND
Beauest of Tanaible Personal prooertv
A, I give and bequeath all my personal and household
effects, jewelry, automobiles, and all other tangible
personal property, to my daughter, RUTH ELEANOR TOMB
DAVIS, if she survives me for a period of thirty (30)
days; or, if she does not so survive me, to the
children of my daughter, RUTH ELEANOR TOMB DAVIS, who
are living at the expiration of such period, to be
divided among them equally in such manner as they may
,agree. In case of any disagreement, the decision of my
Executor shall be binding.
SECOND I SECTION THIRD of my said will is revised to
delete subparagraph A, and to revise the remainder of the section
to read as follows:
SECTION THIRD
Residuary Estate
I give, devise and bequeath my residuary estate as
follows I
HAD1/296DD.l
HAOI/2%OO.1
~
1. The lot at Ranches of America, Cripple Creek,
Colorado, to my son, ROBERT TOMB.
2. Twenty percent (20%) of the remainder of my estate
to my son, ROBERT TOMB, if he survives me for a period
of thirty (30) days I or, if he does not so survive me,
to his issue, per stirpes. If at my death or any later
time fixed for distribution of principal, my son,
ROBERT TOMB, and all his issue shall be deceased, the
entire remainder of my estate shall be distributed to
my daughter, RUTH ELEANOR TOMB DAVIS, or her issue, in
accordance with the following paragraph 3 of this
Section.
3. Eighty percent (80%) of the remainder of my estate
to my daughter, RUTH ELEANOR TOMB DAVIS, if she
survives me for a period of thirty (30) days I or, if
she does not so survive me, to her issue, per stirpes.
If at my death or at any later time fixed for
distribution of principal my daughter, RUTH ELEANOR
TOMB DAVIS, and her issue shall be deceased, such
principal shall be distributed to my son-in-law, DR. M.
EUGENE DAVIS. If at my death or at any later time
fixed for distribution of principal, all of the
aforesaid persons are deceased, such principal shall be
distributed to the following I
a. one-half to Mr. Gerald Tomb, of Newport
Richy, Floridal and
-2-
One Commerce Square
417 Walnut Street
Harrisburg, Pennsylvania 17101.t!104
TO:
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MARY LEWIS
REGISTER OF WIL~S
CUMBERLAND COUNTY COURTHOUSE
3 SOUTH HANOVER STREET
CARLISLE, PA 17013
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Morgan. Lewis
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COUN'lLOR' AT LAW
Mlchaal W. Haaaall
717.237.olO2~
September 12, 1996
Mary C, Lewis
Register of Wills
Cumberland County Courthouse
3 South Hanover Street
Carlisle, PA 17013
Re: Supplemental Inheritance Tax Return: No 767-1995
Dear Ms, Lewis:
Enclosed for filing please find a supplemental inheritance tax return for the Estate of Edmund
R. Tomb, File No. 767-1995,
Yours truly,
. ~ILJUt..fJr'tJlIlJr1l1~
MichaelW. Hassell
Attorney for the
Estate of Edmund R. Tomb
MWHIbam
Enclosures
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RECEIVED FROM,
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ASSESSMENT P:'I
CONTROL ~
NUMBER
AMOUNT
MORGAN LEWIS &
BOCKUI8 LLP
ONE COMMERCE SQUARE
HARRISBURG, PA 17101-1904
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ESTATE INfORMATION,
!:I filE NUMBER
U 21-1995-0767
!:I NAME Of OECEOENT (lAST)
1;1 TOMB EDMUND R
II DATE Of PAYMENT
III POSTMARK DATE
COUNTY
S8N 148-26-9143
(FIRST) (MI)
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CUMBERLAND
OATE Of OEATH
REGISTER OF WI LLS
m TOTAL AMOUNT PAID .:52.77
DO
RECEIVEO BY m~~JA""~;;1bv .
~~~rS~ERLOFISILLslJ~~Jf
REMARKS
SEAL
RUTH ELEANOR TOMB DAVIS
C/O MORGAN LEWIS & BOCKUIS LLP
CHECK" 12
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INHERITANCE TAX RETURN ~tvm~u~:~DIT IS CLAIMED 0
RESIDENT DECEDENT flU NUMBER
(TO BE FILED IN DUPLICATE 21 1995 0767
WITH REGISTER OF WILLS) COUNTY COOE YEAR NUMBER
DIU IN 'l COM'l IAoDI ,
325 Wesley Drive, Apt.49
Mechanicsburg, PA 17055
o I. Original Return
o A. limited Ellal. 0 40. Future Inl.,..t Compromll'
Ilor dol.. 01 d.olh all.r 12,12,821
o 6. D.c,d,n' DI.d Tellol. 0 7. D'Cldent Maintained 0 living Trull
(Allo,h ,opy al WillI IAlla,h ,opy 01 Tru'l)
'CORRUPONDINel AND eONPIDINTlAL TAX INFORMATION SHOULD 81 DIRICTlID TOI","Y').V/;'i:{'~"I1;!t"'V'':!i'i'!''~'f;'+~''I
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DEPARtM(NT 01 R[V(NUI
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AMOUNT UCIIV(D IUIIN".UClIOtUj
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(lor dal.. 01 d.alh prior 10 12.13.821
o 5. fed.ral Eslate Tax Return Required
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1. R.al E.lol. (5,h.dull AI
2. Stocks and Bonds (Schedul, B)
3. Clo.el)' Held Stock/PartnershIp Inter..t (Schedule q
A. MortgaO" and Not.. Receivable (Schedule D)
5. Cash, Bank Deposits & Mhcellaneous Penonol Propert)'
(5,h.dul. EI
6, Jolnlly Own.d P'aplrty 15,h.dul. F)
7. Tran.f... (5,h.dul. G) (5,hldul. l)
B. Total Gran Ane.. (tolaIUn.. 1.7)
9. Funeral Expenles, Admlnlltrallve Cos,s, Miscellaneous
Expen..s (Schedule HJ
10. Debh, Mortgage lIabilill.., Uenl (Schedule I)
11. Tolal Oldudlon. (Iolollln.. 9 & 10)
12. Net Value of Eslote (line 8 minus LIne 11)
13. Charitable and Gavernmenlal Sequesh (Schedule JI
lA. Net Value Sub eet 10 Tax line 12 mlnulllne 13)
15. Spousal Transfe,. (for dales of death oft., 6.30.9A)
se. Instructions for Ar,pllcable Per,.ntage an Rever..
Sid.. \Include valu.. rom Schedul. K or Schedule M.)
16. Amounl of line 1". taxable 01 6% rol.
(Include valu.. from Schedul. I( or Schedule M,)
17. Amount of lIn. 14 taxable 01 15% rol.
(Include valu.. from Sthedule I( or Schedule M.)
18. Principal tox dve (Add 'ox from lIn.. 15, 16 and 17.)
19. Credlh Spousal Poverty Cr.dll Prior Poymenll
+ +
20. If line 191s greater ,hon line 18, enter the dlKerenct on line 20. This" ,h. OVERPAYMENT.
liD
21. If line 181s grea'er Ihen line 19, enler the dlKerence on line 21. This" ,he TAX DUI.
A. Enler Ihelnter..t on the balance due an line 21A.
B. Enl.r Ih.'olal ollln. 21 and 21A on Un. 218. Thl.l. Ih. BALANCE DUE.
Make Check Payable 101 Regl.ter of Will., Agent
j;1J;.\ , "d.IURUOANIWIl"ALL"QUUTlONI ON RIVWIIlDI'ANDTORI lCKi
Under penehl.. 0 perjury, 1 declare ,hot I hove examln,d Ihl. relvrn, Including accompanying schedul.. and stolemenll, ond to the b..1 of m)' knowledge and beUef,
It I. Irue, corred and compl.t.. I d.c1ore that all tlal "'01. hot betn r.porlea allru. maih, ...alue. Declarallon of preparer olher than Ih. p.nonal repr...nlatlve I,
bOlld on all Information 0' which pr'parer has on)' knowledge.
110 AlUII! 0' 'UION IU'ON~lll! '01 PILING .nUIN AOOIUS DAn
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REV"1547 EX AFP 112"95*
COKHOHWEAlTH Of PENNSYLVANIA
DEPARTMENT Of REVENUE
BUREAU OF INDIVIOUAL lANES
DEPT. 210601
tIARAISIURO, PA 1712'1-0601
(!l--
ACN 101
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR OISALLOWANCE
OF OEDUCTIONS AND ASSESSHENT OF TAM
DATE 09"30-96
FILE NO.
10-01-95 COUNTY CUMBERLAND
NOTE. TO INSURE paOPER CREDIT TD YOUR ACCOUNT, SUDHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REOISTER OF WILLS. HAKE CHECK PAVADLE TO "aEGISTER OF WILLS, AGENT"
REMIT PAYMENT Tal
MICHAEL W HASSELL
MORGAN ETAL
417 WALNUT ST
HBG PA 17101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount H..Hted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ii{y:isf,i-EX"AFP"fiz-:9S"i"NifficniF"i"tiHEififANCE"TAX"XP'pilXisEHEN'i'";"Ati."OWANCroli"--_m..mm..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TOMB EDMUND R FILE NO. 21 95-0767 ACN 101 DATE 09-30-96
TAM RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Ed.t. (Schedule A) (1)
2. stock, -nd Bond. (Schedul. 8) (2)
3. tloa.ly Held stock/Partnar.hip Int.r..t (Schedule CJ (3)
4. "artD.ga./Not.. Receivabl. (Schedule OJ (4)
S. C..h/Bank Dapoaita'Hllc. Parlonal Proparty (Schedule E) (5)
6. Jointly Owned Property (Schedul. F) (6)
7. Tranafara (Schedule QJ (7)
e. Tobl Au.t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funarll E~p.n.../Ad.. Coatl/Hi.c. Expen.a. (Schedule H) (9)
10. Debt./Hodgag. Li.bUiU.a/L1en. (Schedule Il nO)
11. Total Daduction.
12. Nat V.lue of T.~ Return
15. Charitable/Covern.ant.l aeque.t. (Schadule J)
14. N.t V.lu. of E.t.ta Subject to T.x
I~ an assessmant was issued previously, lines
reflect figures that include the totel of ~
ASSESSMENT OF TAX:
15. AMount of line 14 .t Spou..l rat.
16. AMount of line 14 ta~.bl. .t Lin..l/CI... A rat.
17. A.ount of lin. 14 taxabl. .t Coll.tar.I/Cl... a rat.
18. Principal Tax Dua
TAX CREDITS:
rAYHENT
DATE
12-29-95
06-27-96
NOTE:
115)
116J
1171
RECEIPT
NUHDER
AA082455
AA112986
DISCOUNT
INTEREST
1+:
1-:
42.11
,00
I CHANGED
.00
24,393.40
.00
.00
3.374,31
,00
,00
ISI
27,767.71
6,749.98
512.28
1111
1121
1151
1141
7.')6') ')6
20.505.45
,00
20.505.45
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
,00 M .00.
20,505,45 M ,06.
,00 M ,15.
llDI
,00
1,230.33
.00
1,230.33
AHOUNT PAID
800.00
388.22
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,230.33
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REUERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
IF TDTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED,
IF TOTAL OUE IS REFLECTED AS A "CaEDIT" ICRI, YOU HAY DE DUE
A rEFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
AESERVATlONI
PtMPQSE OF
NOTlCEI
PAYHEHTI
AEfUHD (CA) I
OeJECTlONSI
ADHIH
ISTAATlVE
CDRAftYIONSI
DISCDUHTt
PENALTY I
INTEREST I
'0 ~.?
"
'.' .
'..'
(', ,
I...' '..:
tUn:
0:
25
UU
Elt.tll of d.c.d.ntl d~lng on or b.far. O.e..o.r 12, 1912 -- If en~ future Int.r..t In the ..t.t. I. tren.f'rr.d
In po.....lon or enJo~~'nt to Cl... . (col1ataral) b~flclarl.. af the d.c.d.nt .ft.r the 'MPlrltlon of en~ ..t.t. for
Ilf. or far y.ar., the Coaaonwe.lth h.r.b~ .Mpr..lly r...rv.. the right to .ppr.I.. and ...... tran.f.t I~rltenc. r....
.t thl llwful CI... . (colllt.r.l) r.t. on an~ .uch future lnt.r..t.
p~
To fulfill the r.qulr..ent. of S.ctlon 2140 of the Inh.rltanc. end E.tat. T'M Act, Act 22 of 1991. 12 P.S.
S.ctlon 2140.
Oetech the top portion of thh Notle. end .ubIIlt with your plyaent to the A.gltt.r of WIU. print.d on the r.v.r.. .Id..
--"aka chick or .on.y ord.r paYable tal REDISTER OF MILLS, ADENT
All p,y,,"t. r.c.lv.d .hall flr.t b. appll.d to any Int.r..t which .ay b. due with any r...lnd.r appll.d to the t...
A r.fund of . t'M credit, which w.. not r.qu..t.d on the T.. R.turn, ..y b. r.que.t.d by caaplatlng en "Appllc.tlon
for R.fund of PsnnsYlvenla Inh.rltanc. end E.t.t. TaM" (REV-ISIS). Appllc.tlons .r. IVIlllbl. at the Offlc.
of thl AIgI.t.r of Will., any of the 2S R.vlnu. DI.trlct Off Ie.., or by c.lllng the 'Plcl.l 2.-hour
answlrlng s.rvlca nueb.rl for for.. ord.rlngl In P.nnsvlvanl. 1-100-S62-2050, out.ldl P.nn.ylv."la .nd
within loc.l H.rrl.burg arl' (717) 117-8094, TDDI (717) 112-2252 (H..rlng I.p.lr.d Onlv).
Any plrty In Inter..t not ..tl.flad with the .ppr.I....nt, Illowanc. or dl..llowlnce of d.ductlon., or .......lnt
of tax (Including dl.count or Int.r..t) .. .hown on thl. Notlc. au.t obJ.ct within .IMty (60) day. of r.e.lpt of
this Notice by,
--wrltt.n prot..t to the PA o.p.rtlent of R.v,nu., laird of App..l., D.pt. Z11021, H.rrl.burg, PA 17121-1021, OR
--el.atlon to h.v. thl ~.tt.r d.t'r~ln.d at audit of the ICCount of the p.tton.l r.p"..ntatlv., OR
"'PPI.I to the Orphan.' Court.
fectual Irror. dl.cover.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.p.rt..nt of Rev.nu.,
Bur'au of Indlvldu.1 TI.", ATTHI Po.t A.......nt Ravl.w Unit, O.pt. Z10601, H.rrl.burg, PA 171Z8-0601
Phone (717) 717.6505. S.e p.g. S of thl book lit "In.truetlon. for Inh.rlt.nc. T.. R.'urn for' R..ldlnt
Dlc.dlnt" (REY.1501) for In ..planatlon of .d.lnl.tr.tlv.ly corr.ct.bll Irror..
If ~y t.. due I. p.ld within thr.. (SJ c.l.ndlr .onth. .'t.r the d.c.dent', d..th, . flv. p.rc.nt (S~J dl.eount of
thl tlX p.ld I. allow.d.
Th. 15% ta. ean..ty non-p.rtlclp.tlon pln.lty I. co.put.d on the tot.1 of the t.. end Int.r..t .......d, and not
paid b.forl Jenuarv II, 1996, thl flr.t d.y aft.r the .nd of thl t.. ..n..ty p.rlod. Thl. non-p.rtlclpetlon
penllty I. IPp..labl. In the .... ..nner .nd In the the .... tl.. p.rlod e, you would app..l the t.. .nd Int.r..t
that h.. b.", .......d II Indlcatld on thlt notice.
Int.r..t I. chlrgld b.glnnlng with 'Ir.t d.y of dellnqu.ncy, or nln. (9) aonth. and on. (1) d.y fro' the d.t. of
d.ath, to thl d.t. of p.v.ent. T.x.. which b.e"l d.llnqu.nt be for. Janu.ry 1, 1911 b..r Int.r..t at thl rate 0'
.Ix ('~J p.rc.nt per annul c.lculat.d et a d.llv rlt. of .000164. All teM" which b.el.. d.llnqulnt on end aft.r
Jenu.ry 1, 1912 will b.ar Int.r..t .t . rat. which will v.ry fro. c.l.nd.r y.ar to callnd.r y..t with that rat.
~.d by the PA nIPlrt..nt 0' R.v.nu.. Th. appllcabl' Int.re.t rat.. for 1912 through 1996 .rll
'!!!!; Jntlrllt Rat. DailY Jnt.rllt Fllctor :!!!r Int.rllt Aatl Dally Inter..t Factor
1982 ZOX .000548 1917 'X .OODZU
191) IIX .00001 1911-1991 11:1: .000501
1914 11~ .00nOI 1992 'X . DDDZ47
1915 UX .00OS56 1995-199' 'X .oa0192
1916 lOX .000274 1995-1996 'X .000247
--Jnt.rllt I. c.lcul.t.d .. followlI
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d .ft.r thl t'M b.eo... d.llnqulnt will r.fllct an Int.r..t calcul.tlon to flft..n (15J day.
b.vond thl dlt. of the ........nt. If ply..nt I. ..d. .ft.r the Int.t..t cOl9ut.tlon d.t. .hawn on the
Notlcl, .dditlonll Int.rl.t lU.t b. calculat.d.
Is:. 6/-'}
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
XNHERXTANCE TAX
STATEMENT OF ACCOUNT
..
.,/
*'
IUREAU OF INDIVIDUAL TAlCES
IttDITAHa: TAX DIVISION
DEPf. 11"11
HARRJIIUAG, Pi 17111-0'01
tn.,.u D In .....NI
MICHAEL W HASSELL
MORGAN ETAL
417 WALNUT ST
HBG pA 17101
DATE
ESTATE OF
DATE OF DEATH
FILE NUHlER
COUNTY
ACN
11-12-96
TOMB
10-01-95
21 95-0767
CUMBERLAND
101
_t R..lttltd
R
EDMUND
MAKE CHECK PAYABLE AND REMIT PAYMENT Tal
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTE I To tnaure proptlr credit to your ecCOU1t, .ut.U the upper portion of thl. fo", with your taM P8y.ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV=i6'iWiiC-"Fj.--c03"=96y------..ii-iiiifiiiiTANCrfAX-STAfEiiiiNf-o"-Acciiijiif--.-..------------m----n
ESTATE OF TOMB EDMUND R FILE NO.21 95-0767 ACN 101 DATE 11-12-96
THIS STATEHENT IS PROVIDEO TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MANED ESTATE. SHOWN BELOW
IS A _RY OF THE PRINCIPAL TAlC DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALAHCE, AND. IF APPLICABLE,
A PIlO.JEcTED INTEREST FIGURE. .
DATE DF LAST ASSESSMENT OR RECORD ADJUSTMENT, 09-23-96
PRINCIPAL TAX DUEL 1,230.33
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
12-29-95
06-27-96
RECEIPT
NUMBER
AA082455
AA1129B6
DISCOUNT (+)
INTEREST (-)
42.11
.00
800.00
388.22
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,230.33
.00
.00
.00
. IF PAlO AFTER THIS DATE, SEE REVERSE
SIDE FDR CALCULATIOII OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1.
ND PAYMENT IS REquIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YDU HAY BE DUE A REFUIlD. SEE REVERSE SIDE OF THIS FOHN FDR IIlSTRUCTIOIIS. I
"
on
~\ f;
l__:
I.
-
PAnEHT.
Detacltl the top portion of tlth Mcttl_ ... .-it .,lth )tOUr ~t ... fMlvMl. to ttMI n-. ... .w..... ~,/)
printed on the nwene .... ~;.
t,""
-- If RDIDENT OfCDOfT ... c::I'-* or MaN}' order ,..1. tor REGISTER OF WILLS, AGENT.
.... If HDlHEJJDDfT Il[CEDENT ... chec* ar 1tOM)' order ...... tal CDtlltONWEALTH Of PEtfrtSYLVANIA.
All ~t. recelv.d __11 be ...Ued fir.' to MY IntlNIII whIch ..v M dull with M)' r_lnder ...1I11d to U. tax.
REF\Im lCR). A r.ft..nI of I tax credit, which .... not r....tecl on the Tax Altum, ~ be r..,.ItM b)' COIlPl,Ung M
-AppllClltlon for R,fu1d of ""'lYlvaotl, InNrlbnce Md (Ihlt. T.." (REV-ISn). AppllQtJonl .t. IIYIIll_l. .t
the Dfflce of the Reealt'r of IUUI, .,v of the 2J A.~ DI.trSol Officel or frail U. Deper'-tt'l Z4-hour
M....rlnll ..rvlce """'n for 'oral or.rlng, In PemQ!v...l, 1-100"561.'050, DUtil.. Penn11l'1YWll.
... wIthin local ..,.,hbura .r.. U17. 7.7-laM, TDD' (717) 771:"I15Z C....r11'18 1...lrMl onl)').
REPLY Tal au..Uonl r...,dlne 'rror8 contlllned on thh notln should be "'r..Hd tal PA o.p.rm..t of An...., lYre.,
of Indlvl~l ,...., ATTNI Po.t ".....-ent A.vl.. unit, a.,t. 210601, Harrl~rl, PA 17121~0601, ~
(717) 717-'505.
DISCO'''''h
If MY tax dull Is p.ld Nlthln thr.. CS) CtI1"r IMnth. .ftar thII dec4MMnt.. duith, . flva pIIrunt (5%) dlHOWIt
of thII tax ptIld Is .UOMed.
PENAL TV,
T1MI 151 t!IX ~aty nan-partlnlpaUan ,.,...Uy II cDllPUted UI tM tohl af tM tall and lnter..t ......ed, IInd not
ptIld bafor. ......ry II, 1996, tM flnt dev .ftar the WId of thra tax ~.ty period.
INTEREST,
Inhra.t Is chIIrged baglmlne Nlth flr.t ct.v of dellnquancv, or nine (9) llanth. and aM U) dav fr. tM ct.t. of
dMtn, to U. ct.t. of paYMnt. Taxa. which Me... delll'MlUltlt tM'C1r. Januan 1, 1912 baar Int.r..t at the r.t. of
siM (OJ ""rcW'lt fHlr .... CtIlculated .t . d8Uv rat. of .DlI164. All t.... which bec_ ct.llnquent an and aft.r
Jw1uarJl 1, nil NUl bear Int.r..t at a rat. which wlU nrJl 'rOIl cal"r vaar to calandlir vaar with that rata
arnouncMl by the PA Dlipar'-1t of An..... TN appllcabl. Int.ra.t rat.. for 1912 through 1996 .r.1
Vaar Int.r..t R.t. Dally Intar..t FMtor
Ye.r
Intars.t A.t.
Dally Intera.t F~tor
191' ZOX .000SltI 1917 .% .aoozu
1.15 11% .OOOUI 1'''-1"1 11% .000101
1.14 11% .0OOnl 1"Z OX ,ODoU7
1.15 15% . GOOS56 1995-1994 n .000191
1.16 10% .000174 1995-1996 OX .000147
--Intlr..t h calculated a. 'aUotIfs.
IHTERElT . BALAlCCB OF TAX UIlPAID X KUKBER OF DAYB DELI"RUENT X DAILY IIfTERElIT FACTOR
-"Any NoU. ..... aftar the t1UC taacoa.. deU,....,t NUl r,UlMt WI Intara.t calculaUon to flft.." US) days
bavond the ct.ta of the .....~t. 11 pav-ent .. .... aft.r the Int.ra.t COIIPUt.t1on ct.ta shown on the
HoUe., -*iltlGnllI Int.ra.t ...t ba calculatMi.
'05,. fo/ ,3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ci--
BuaEAU Of INOIUIOUAL TAXES
IHIl[RIfANCE TAX DiviSION
DEPT. raO'Ol
llARRIUURO, PI. 11UI.0601
NOTICE Of INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
MICHAEL W HASSELL
MORGAN ETAL
417 WALNUT ST
HBG PA 17101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-07-97
TOMB
10-01-95
21 95-0767
CUMBERLAND
501
AMount Ralli t t.d
'*
In.lh'" 'If III.'"
EDMUND
R
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 .....
iiifli:isW-EX-AFP-io:i:97Y-iici'ficEuOF-YNHEififlliicrfliie-A-PPi!XiSEHEil'r,--.'iti.-oiilliici-oJi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TOMB EDMUND R FILE NO. 21 95-0767 ACN 501 DATE 04-07-97
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral Expans../Ad.. Coata/Hi,c. Expan... CSchedule HI 19)
10. Dabh/Hortgag_ Liabiliti../Uana (Schedul. I) (10) .00
11. Tot.l Deductions n1>
12. H.t Value of Tax R.turn (12)
15. Ch.,.tt.bl./Govarnllanbl Bequalh (Schedule J) Us)
14. H.t Valu. of eat.t. Subject to Tax 1141
NOTE I If an assessment was issued previoUSly, lines 14, 15 and~or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAXI
15. AMount of Lina 14 at Spou..l rat. 1151
16. AMount of Lina 14 taxabl. at Lin..I/CI... A rat. (16)
17. All'lount of Line 14 taMeble at Collaterel/CI... 8 rate (17)
18. Principal raM Due
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI LITIGATION RETURN
1. Re.l E.t.t. .Schedul. A) (U
2. stock. and Bond. ISch.dul. B) (2)
3. Clo.aly H.ld stock/Partnar.hlp Intara.t ISchedul. C) 15)
4. Hortgag../Hot.s Rac.ivabl. (Sch.dula D) (4)
S. Cash/Bank Daposlts/Hlsc. P.rlonal Propert~ (Schedule E) (5)
b. Jointly Owned Proparty ISchedule f) (6)
7. Tranlfers (Schadule 0) 17)
a. Total A..et.
I CHANGED
.00
.00
,00
,00
B79.45
,00
,00
IBI
.00
.00
B79,45
.00
x,OO.
x.06.
:. .15.
TAX CREDITS I
PAYHENT
OATE
09-12-96
DISCOUNT 1+1
INTEREST/PEN PAID I-I
.00
RECEIPT
KUHBER
AA146726
AHOUNT PAID
52,77
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTEI To insure proper
cr.dit to your .ccount,
SUbMit the upper portion
of this forM with your
teM paynent.
B79.45
no
B79.45
.00
879.45
will
elll
.00
52.77
.00
52,77
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS aEfLECTEO AS A "caEDn" ICR), YDU HAY BE DUE
A REfUND, SEE REVeRSE SIDE Of THIS fORH fOR INSTRUCTIONS.)
52,77
.00
.00
,00
1
on ~ :o:TJ
cw _. f"t'
~" I) <>
i; .,'.., ,',
~
....
,I>.
, ..,....
'0 . .
, .,
" N W f:l.
:'UL W
):i~ VI
RESERVATION I Elt..,. of dec~~l. d~lnt on or before O.c..ber 12. 19.2 -. .f ~w future Int.r... In the ..t.t. I, tr~".rred
In pal,.,.Jon or enjow.-nt to CIa.. . (coll,t,ralJ beneflcl.rl.. of thl dlc.den' .,t.r the ..plratlon of InW ..t.t. 'or
11'. or for WI.r., the C~..lth hereby .xpr...l~ r'l.rv.. the right to appriSe. ~ ...... trlnl',r Inherltanc. ,....
at thl l~ful ell.. . (co11at,ralJ r.t. on enw luch future Int.r..t.
........ ..
Hallet. To 'ul'111 the r.qulr..ents of I.ctlon Il~O of the Inharlt~. ~ Eltat. Ta. Act, Act 11 of .995. e71 P.S.
Section 9.40).
PAVJtEHTI Delich the top portion of thl, Hotlce 8nd ,ubltlt ..1th your PIYHnt to the RIgS."r of WUII prlntld on the r."ar.. .Ide.
......... ch.ck or ....v of.r p.,MlI. tal REGISTER OF MILLS, AGENT
REFUND (CA)I A r.fund of . l.. credit, which wa. not ra~.t.d on the TaM R.turn, ..w be ra~.t.d bW coapl.tlng ~ "Appllc.tlon
for R.fund of P,"".wlv~l. Inh.rlt~a ~ E.tat. ra.- (REY.lS1S). application. ara av.II.bI. .t the Offlca
0' the R..latar a' Will., ~y 0' the IS R.venue DI.trlct Dfflc.., or by c.lllng the .paclal 14-hour
~'Mlrl", ,arvle. ~r. for far.. ord.rlngl In Pann.wlv~la 1-IDO-S61-20S0, out. Ida Penn.ylv~l. end
within loc.1 HarrisbUrg ar.. (717) 717-1094, TOO' (717) 772-2252 (H..rlng I.,alr.d Onlw).
OIJECTIOHS. Anw p.rty In Int.r..t not .atJ.'I.d with thl ~ral...ant, allowanc. or dl'allowanc. a' d'ductlon., or ......eent
of ta. (Including dl.count or Int.r..tJ .. shown on thl. Notlc. .u.t obj.ct within .I.ty (60) d.y. of r.c.I,t of
this Hotlce bYI
'!
!
AOtnN
ISTRAlIYE
CORREClIONS I
"wrttt~ prata.t to the PA Oap.rt'ent 0' RlVanuII, loard of Appa..., O.pt. 211021, ",rr"burg, PA 17UI-1Ul, OR
"'I.ctlon to hlv. the ..tt.r d.t.ral"M .t IlUdtt of thl acCCU'lt of the p.rson.1 rapr..ant.tlv., OR
".".al to thl Orphan.' Court.
I:
DISCOUNT,
F.ctual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA O.p.rt.ant of R.v~,
lur.au 0' Indlvldull T...., 'TTNI Po.t A......ant R.vl.w unit, O.pt. 210601, Harrl.bura, PA 1112'-0601
Phone (117) 717-6505. S.. paa. 5 of thl bookl.t -In.tructlon. 'or Inherltanca 'a. Return 'or a Ra.ldant
Dec.dant" (REY-ISOI) 'or en a.planatlon 0' ad.lnl.tr.tlv.ly correctabll .rror..
If any t.. ~ I. p.ld withIn thra. (SJ caland.r lonth. ,'t.r tha dleMant'. d.ath, a flv. percant (5~) dl.count of
the tax P.ld II .110wad.
The 15X t.. .-n..ty non-partIcipation pen.lty la coaput.d on the total 0' the taM ~ Int.ra.t .......d, and not
p.ld b.for. Janu.ry .1, 1996, the flr.t d.y .,t.r tha and of thl t'M .-na.ty p.rlOd. Thl. non-partIcipation
pen.lty I. app..labl. In the .... .ann.r and In the the .... tl.. p.rlod .. YOU would app..1 the t.. and Int.r..t
that hi. b.an .......d .. Indleatld on thl. notlc..
p(NAL TV.
INTERtlT,
Intara.t I. chlrgld b.glnnlng wIth 'Ir.t dlY 0' dallnquency, or nine (9) .unth. end ana (1) d.y fru. the d.ta of
de.th, to the d.tl of p.w-ent. TI.I, which bee... d.llnquent before J~ary 1, 19.2 bear Intar..t .t thl rat. of
.1. CIX) parcent p.r annu. c.lcul.t.d at a d.lly r.ta of .000164. All t.... which bee... delinquent on and .,t.r
J~ry I, 1912 will b.ar Int.ra.t .t . r.t. which will v.ry fru. c.l~r yaar to c.l~ar w..r with th.t rata
announcM by the PA Gapart'ant of R.venue. TM appllcabl. Int.r..t r.t.. for 1912 through 1"7 ar.1
'!!!! Int.ra.t R.t. D.IIY Int.r..t F.ctor !!!! Int.r..t R.t. n.lb Int.r..t Factof'
1..2 ZDX .0005"1 1981 OX .0002U
1915 lOX .0DOUa 19.1-1"1 IlX .ODOnl
1..4 lIX .OODSOl 1992 OX .DOOZU
1"5 nx .DODS" 1995-1994 7X .0aOltZ
19" lOX . DOO274 1995.1997 OX .ODOZU
ulnt.ra.t I. c.lcul.ted .. followlI
INTEREST . BALANCE OF TAX UNPAID X HUHBER OF DAYB DELINQUEHT X DAILY INTEREST FACTOR
--Anw Notlc. I..ued aft.r thl t.. b.coaa. d.llnquent will ra'lact an Int.r..t calculatIon to 'Iftllft (15) d.W'
beyond thai data 0' tM ......lIftt. If paw.."t h .Ida .,tar thl Intar..t cuput.Uon d.ta NMMIn on the
Hotlc., addltJonIIl Intar..t .u.t be c.lculated.
PAyfI[Hf,
o~
....
R
E
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REfUND (cA), . refund of . t.. cr.dlt, which .... not reque.ted on the f.x R.turn, ..y b. requ..ted by ca~l.tlng en
"Appllc.tlon far A.fund of Penn.ylvenl. Inhetltanc. end E.tet. t.." (REV~lSlS). application. .r. av.II~I. at
the Offlc' of the Aegl.ter of Wille, eny 0' the IS A.vlnue DI.trlct Offlc.e or frDl the Oep.rt-.nt', 24-hour
en.w.rln, ..rvlce nu.b.r. far far.. arderlngl In Penn'Vlven.. 1-.00.562-105., out.l~ Penn.vlvenl.
~ within lac.. H.rrl.burg .r.. (711) 117-80'4, TOOl (717) 772-1151 (H.ltlng 1~'lr.d onlv),
ROLV TOI
DISCOUNtl
PEHALTVI
INTEREST I
'?":
Irl
t , r- ,
;', g .
...Del"" the 'te., portion of thh Hatlcl Met 'uNlt with your p.v.."t 'ad. pn_l. to the nul end IMIdr...
(J I') ',_I
~nted on,tbl tlv.r,.'.ld..
a; p. l!!:3
If RUID[HT OE:C"-lWMakl check or .on.y ard.r p'v.bl. tal REGISTER Of WILLS, "GENT.
If HDH~REllDEHT DECEDEHT Makl chick or HnIY ord'r p.ynl. tal COHHONWEAL TH Of PENNSYLVANIA.
Que.tlon. r.glrdlng .rror. cont.lnld an thl. notlc. .hould b. .ddr....d tal PA alp.rtsent of Revenu., Bur.eu
of IndlvldU.1 T...., ATTHI Pa.t A.......nt A.vl.w unit, Dept. 110601, Hltrl.burg, PA 17111-0601, phone
(717) 117.6505.
If any tl. due I. p.ld within thr.. (5) e.land.t lonth. .ft'r the decldlnt'. d..th, I flv. p.rcent (51) dl.count
of the t.x Plld I. Illowed.
Th. 151 tlX asn..tv non-p.rtleIPltlon p.nalty I. co.put.d on the tot.l of the t.x end lnt.r..t .......d, and not
p.ld b.for. Jenuary 11, 1"', tha flr.t day .ft.t the and of the tlX lenl.ty p.rlod.
Inter..t I. charg.d b.,lnnlng with flr.t dav of d.llnqulncy, or nlnl C') sonth. ftnd onl (I) dly frol thl d.t. of
d.ath, to thl dUe of plvs.nt. ra... which bles.. dlllnqulnt b,'ore JDnUIrY I, 1'12 b..r Int.,.a.t .t the t.t. of
alx C6X) p.rc.nt p.t annue c.lculat.d .t a d.llv rat. of .000164. All t.... which b.cI.. d.llnquent on end Ift.r
Jlnulrv 1, 1'81 will bl.r lnt.r..t .t I r.t. which will vlry 'to. c.land.r y..r to c.land,r y..r .,Ith th.t r.t.
announc.d by the PA a'plrt..nt of R.venu.. Th. appllcabla Intlr..t rat.. 'or 198Z through 19'7 .ral
y.... Int.rllt R.t. Dally lnt.r..t Factor V..,. Int.ra.t R.ta Dilly Int"'lIt F.ctor
I.., :OX .ODOSU 1'87 .. .olDru
1915 l'~ .000451 1911-1991 IU .IDOstl
1'14 II~ .ODOSOl 199Z .~ .ODOr47
1915 U~ .oaOSS6 1995-1994 7~ .DIDI"
1916 IO~ . oaun 1995.1997 .~ .OUZU
--Int.rllt h calculated .. follow.1
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS OELINQUEHT X DAILY INTEREST FACTOR
--Any Notlc. l..u.d .'t,r thl t'M blco", dlllnquent .,111 r.fl.ct an Inter..t c.lculatlon to 'l'taan (15) d.y.
b.Vond thl d.t. 0' the .......ant. l' p....nt I. ..d. .ft.r thl Intar..t coaputltlon dlt. 'hown on thl
Hotlc., addltlon.l Int.r..t ~.t b. calcullt.d.