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No. J-/. g 5 ~g 3 (,0
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of ,J A 0 /1\ i It. (O A LJ d k A J
deceased.
To Register of Wills for the County 01 Cumberland, In the Commonwealth of Pennsylvania.
Pelllloner(~ Is (;Ita) the execut ~ ,:. named In the Last Will and Testament of
r--\t'\o"." ),. 6.....JI...,J dated )Pr-i1o-.~ 1I./?93
Decedent was a clllzen 01 the United States and a resident 01 r-}ClI ul c..... "" hh~ L.-t oJ D
~.."3hlp (Borough), Cumberland County, Commonwealth of Pennsylvania.
Decedent died on ";,..-ro ~ (J 1\'1 the 2. Soft~ day 01 ~ OlJ5MtEJe A.D. 19 ~.r- , In the
County 01 Cv. ......~~l-.....>-1 ~ ,State 01 ;J t1- at the age 01 ...f!L. yeers.
Decedent has (has noli been married and has (has not) had children born to him (her) since the ex.
ecullon 01 the above described Will. .,J.,,,
Decedent was possessed 01 personal property to the value 01 .p 10 J "rJd .'
~/A-
and of real estate to the value of
as near as can be ascertained: said real estate situated as lollows
,J!1r
Therefore, your pelllloner(s) respectfully apply(les) for the probate 01 the said Last Will and TeGta.
ment and lor Letters Testamentary theron.
Dated O'EiC'f:rv-&ePZ. II
./?9J"
,
Name and address ;:t;.! ~"x:.;'-- ~
of Pelllloner(s) ~
' PillA' II. G.... Ir""J .-:ru:
Bll- ,h..,<<. i t2r, ~ Cl
1l^(!.cA-^oJi(,S'f3u~ 6 !:.,. 17"J"r
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COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF CUMBERLAND ss
P 01 v- \ \J . 6 Au JI...... oJ -:ro::..
named In above application. being duly Sl.\lO" J
statements sel forth In this petition are true to the best of
5 <v, K J and subscribed before
according to law say(s) that Ihe
Ir; ~ knowledge and belief.
me, ~ u-~.!.~ 19 ~J""'"
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Flied: DC<':C'lIoor 11,1995
Attorney
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21-95-936
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LAST WILL Arm TESTAI.1EtlT
or-
liE IT KNOWN, thai I. Naumi (I. Gaunhan I . a
, ' I' f '1 ~,l"lIil)' In Cumber and .
~cm CI~I 0 511 Geary Ave. New Cumbel ani" . If sOllnd luind do make and declare
Inlhe Stale of PQI1_nsyl v.an.1 a . lClIlll (, ' " "II ' I C' ,I' "I 'I
this 10 be m)' Last Willllllll Tcstallll'nt exprcss!)' Icvoklllg all my prior \, i s .lIll ,OulCI S .1
;IIlY time made,
I. EXECUTOH:
Illppoint Paul V, Gaullhan 111,. 1 of Ha.rrlisb~r~,
PA . as ExeClllor of thlS lilY Las! WIll allllleslamenl and provide If t lis .xeclItor
is unable or IInwilling 10 serve then I uppOlnt Brl an J, Gaughan , . '
Lewi sberr PA ' as alternale hxec!llor, My Exc~ulo! shall be aUlh~rI~ed to ,~,Irry
OUI all Jrrovisions of this Will ;lI1d pay my JUSI deb IS, obhgulIons llnd ~uner:11 expenses, I
funher provide my Executor shal1nol be required 10 pOSI surety bond 111 Ilns or any other
jurI~diclion. and direcl that no ex pen appraisal be nlllde of my eSlate unless reqUIred by
law.
11. BEQUESTS:
J direcllhlll after payment of :111m)' jusI debls. my property be beque:lthed inlhe
manner fol1owing:
DiamDnd Ring with two stones each side to James P. Gaughan (Grandson)
Diamond Ring (Solltare) to Emelie C. Gaughan (Grandaughter
Mother's Ring to Madeline E. Gaughan (Grandaughter)
Watch to John F. Gaughan (GrandsDn)
BDnds and certificates that are made out to me and one other person. The person
whose name Is on the bond 01' certificate receives that item.
Any cash in the safe should go to my four sons equally.
I would like Tim to get the Cuckoo clock, Brian the corner cupboard, Kevin
teh Piano and Paul the safe. (Grandpas).
This will is made whfle PAUL V, Gaughan my husband, Is still living and Is
based upon my death preceeding him In death. The houses and cars and other assets
will go to my husband with the provision that upon his death all of our worldly
assets will be divided equally among our four sons.
In the event that we both die at the same time, (accident) or whatever. our
entire estate is to be divided amoung the four sons equally with all four
sons getting together to discuss how to divide it. No Bickering please, only
love.
My IRA's should be divided among my four'sons.
Puge _ of _'
I -;/ );_r-,"~' /) J/~/I...-
If 1 P1\611 awny with my hUl'lhflnd (1\l~,'ld'-'IIt.). 1\11 m~' wol'ldh'
poeeeenion6 wi th the exc;pp\, i 011 of t.ho ttill1.lfl nlrllndv
mentioned ehollld \", divided e'lllnlly ",non'l my fOlll' ROnI'< , Pllul
Ill. Kevin, Tim and Brian.
If none of thom want to livD fit 51l GeRry, it in to be eold
and the proceede to be divided nmong the four eone, after
expeneee. The PI'operty at 132:!-t>24 Market Street, I,emoyne
ehould be kept aB lln invr.etmcnt with 1'im hand ling the upkeep
of it and beinl! l'eimhurried for hill time. The monthly
proceedB after expenBee ahouId be dividod equally betwp,en the
four eone. In the event thl1t you think it Bhould be Bold.
then the proeeeds ehouId be divided equAlly mnons the four
Bans. CarB ehould be appraieed and if 8ny ana of the eone
wante the carB they should negotiate with their brothers for
them.
Household furniehinse should be divided amongst the four
eone. eaoh one takins what they wllnt. The thinge that they
do not want ehould be Bold and the moniee divided equally
between the four eone. NO AUCTION. Put an ad in the paper
and eell it that way. If none of the /lone want the ealt and
pepper collection. it ie to be divided between my siBtere.
Mary Lou and Lillian. My clothing. shoes lInd pursea should
be divided between my sietera. If they do not wllnt them,
donate to the Salvation Army or to Battered Women Assoo.
The silverware ehould so to Joann Gaushtll1. the China in the
hutch to Kate Gaughan and the cryetal to Linda. The crystal
l.n the maetel' bedl'oom on the cloeet shelf goee to Brian.
My greatest daai,ro ie to keep my family cloBe tosather
always, no fights, alwnye read~' to help one anoth",r out the
Barne os when 1 wae IJmonglJt you. Alwayu love one [mother. my
four eons. daushtere-Jn law 1.Ind grnndohildren. There Wae
nothins in thie world that meant aB much to me as you. all of
you. I know that I Wllsn' t the gr'eatest Mother' in the world
but I did give It my beet shot, 1 love you a 11 very much and
believe me. I will alwaye be iookins down at you takins care
of: you. (Hopefully. looki nil down ond not up).
I tried to eave a Uttla eomathins for my sons and
grandchildren. I did the best 1 couLd. thJs has nothing to do
with your father. this I did on what I earned. You will find
either a oertificllt,e or bond in your name in tho safe. When
I purchaeed them I was goins wUh the higheet interest rat,e
eo therefore. lies the difference whether o~ not you reoeive
8 bond or oertificate.
IN WITNESS WIIEIWOF. I have herelllllo Sellll)' hnml this // <un)' of
~ ' 199.) . In Ihis Ill)' IA1M Will and TesUllllcnt.
~ ..u_' /I. Jia--tJ.k...~
Signature r;-
III. WITNESSED:
11lis Lust Will and Testament of
wns signed and declnred to be the signatories Lust Will nnd Testament in our presence and
at the signatories request and in the signatories presence and In the presence of each other.
we do hereby witness same on this t{i1- dayof~ .197'3 .
~~,"~^-I.\'\e\(~\."\X ~l\ O'(\\\"llV~(~(\ 1~I....:l~"",,\){'I!\\,,1
Wilness SignaturC Address \' I" ""1 t. -, G
qq oM-YtJUC tel /l!.OJCurnbtUandOlW
Address n 0'
.'19 oPd If k !d. rJw-W.,J..) R:
Address / I (0 TO
ACKNOWLEDGEMENT
Dale: q-I/-q3
STATEOF p^-,
COUNTY OF Lf r-z.JL
Defore me, the undersigned Notnry Public, personally appeared the above
Signator and Witnesses, respectively, known to me or satlsfnctorily proven to be thc
person whose names are subscribed to this instrument. 111ese persons, being duly sworn.
did hereby declnre that Signator signed and execuled this instrUmcnt as Signator's Lasl Will
and Testament and had signed willingly or directed anolher to sign and exccuted II as
Signator's free and volunllll)' act for the purposes therein expressed, and that each of the
Witnesses. in the presence of Signalor, SIgned this Last Will and Testament as witnesses
and that to the best of their knowledge, Sign a tor was at thc time an adult, of sound mind
and undcr no constraint or undue innuence. This instrumcnt was subscribed, swom and
acknowledged before me,
CaA-I-fl;~U-
NOllll)' Public
My Commission Expires:
Page _ of _.'
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"'~J:"II.,;Sn:\1
enrol A. JU",lIl, NC.':ir'/ f'uhlc
FaJ\'Ior,o:"'^)I, '~')f1d~;fltl
M.,.("'nll:I'..~,ll')fl[~lJfll'; t-Jol, 2\), 1003
Mt.-ff'ltA'l', Pl:'in:.;(.-I<J:..li'-:i:iO;'l:x.M'l at ~
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CERTIFICATION OF NOTICE UNDER RtJI,E 5.Ii(il)
Name of Decedent: Naomi A. Ga uglliU1
Date of Death: November 25..1 1995
will No. Admin. No.
ESTATE NO. 1995-00936
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
March 27 .1 1996
~
Paul V. GauQhan
Kevin J. Gaughan
Address
511 Geary Avenue. New Cumberland, PA 170;0
11739 Dry River Court. Reston. VA 22091
TimothY W. Gauahan
527 Ridaeview Road. Dillsbura, PA 17019
Brian J. Gauahan
109
East ElmwoQP Street. Mechanicsburg, PA
17055
PA 17055
P""l v. (:""9""n r TTT 812 Acri Road~chanicsburQ.
.. See attached list for additional names and addresses.
Notice has now been given to all persons entitled thereto
Ruie 5.6(a) except Nn pxcpprinn~
under
Da te: ftt OJ....Jv.. z.O /~ 9 ~
)rQ.?
--
Signature
Name
Jon A. Yost
~ddreBs_ 320 W. Chocolate Avenue
Hershey, PA 17033
Telephone(717) 533-5101
Capacity:
Personal Representative
Counsel for personal
representative
x
I!J-- ;J 1<
BUREAU OF INDIVIDUAL TAXES
J,...nAHCf TAX OJYIIIOIt
DEPf. 1'10601
HARlUlatn. PA l1lZ.~D'Ol
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
'*
A
-
NOTICE OF III1IERITAHCE TAX
APPBAIBEIlEIlT, ALLOMAHCE OR OIBALLOMAHCE
OF DEDUCTION l~ AIl8ESSIlENT OF TAX ON
JOIHTLY woLD OR TRUST AIl8ETS
tn.tMlII'" Ill.."
BRIAN J GAUGHAN
845 HECK HILL RD
LEWISBERRY PA 17339
DATE
ESTATE OF
DATE OF DEATH
FILE NUKBER
COUNTY
SSN/DC
ACN
01-28-97
GAUGHAN
11-25-95
21 95-0936
CUMBERLAND
184-24-9955
96106081
A.......t R_ltted
NAOMI
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CD CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YDUR RECORDS ~
iiiv:isiia-iif-AF-p-ri1f:96'------------------------------------------------------------------------------------
HOT ICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE DF
DEDUCTIDNS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 01-28-97
ESTATE OF GAUGHAN
NAOMI
A DATE DF DEATH 11-25-95
COUNTY
CUMBERLAND
FILE ND. 21 95-0936
TAX RETURN WAS.
S.S/D.C. ND. 184-24-9955
(X) ACCEPTED AS FILED ( ) CHANGED
JDINT DR TRUST ASSET INFDRMATIoN
ACN
96106081
FINANCIAL INSTITUTIDN. HARRIS SAVINGS BANK
ACCOUNT NO.
07-16-124368
TYPE OF ACCDUNT. () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 07-19-88
Account Balance
Percent Taxab1a X
Amaunt Subjact to Tax
Debts and Deductions
Taxab1a Amaunt
Tax Rata X
Tax Dua
4,D36.57
0.50D
2.018.29
.00
2,018.29
.15
302.74
NDTE. TD INSURE PRDPER CREDIT TD
YDUR ACCOUNT. SUBMIT THE
UPPER PDRTIDN DF THIS NDTICE
WITH YDUR TAX PAYMENT TD THE
REGISTER DF WILLS AT THE
ABDVE ADDRESS. MAKE CHECK
DR MDNEY DRDER PAYABLE TD.
"REGISTER OF WILLS, AGENT."
TAX CREDJ:TS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCDUNT (+)
INTEREST (-)
AMDUNT PAID
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CR), yOU IlAY BE DUE A REFUHD.
SEE REVERSE SlOE OF THIS FOR" FOR INSTRUCTIONS. J
.OD
302.74
12.26
315.0D
INTEREST IS CHARGED FRDM D8-26-96 TD 02-05-97
AT THE RATES APPLICABLE AS DUTLINED DN THE
REVERSE SIDE DF THIS FDRM
~OF
MOTta: I
To fulfill the r~lr...nt. of Section 214D of the I~r't~. ~ E.ta'l ,.. Act, Act
hctlon 2140J.
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" of ."1. 111 P.I.
PAYltEHTI
Debc:h thI top partlon of thlt Motle. .... we.1t with your P'PM' to the helstl,. of WUh prlnt_ an tM
r.wrM llde.
..- H1k, chedr. or __w .reM,. p'raGle tal RfCtsTER Of' WILLI, AC:DfT.
All p.~h rec.lvM"U fir.. ~ ...1 1M to "1 Int.r..' ."Ictt..y be due, with .." ,....1,.,.,. IPPII_ to the ....
REF\IGI I CA ) I
A nhnd of . tax credit. which .,.. not reque.ted on the II. r.turn, ..y be requelt.. b, cOIlPhU"I .., "ippllntlon
for ."\ftI of P.,..".y!v."l. Im.rlt.-.c. .. [,tat. l.... (REV-Un>>. Application. .t. IVlllltbl1 It tM OffiCI of
the _..I,t.r of Willi, ~, ., the 2S Aavenue Olatrlct Offlc.. or by cIlllng the .peel,l '~.hour ~..,.rl", ..rvlce
nu.e.r. 'or far.. or~rlngl In Pann.,lv..,l. l-IOO-S6Z.'DSO, out,lde P~'Ylv..,l. .... within 10Cl1
H8rrl~r. .t.. C71'l ,.7-1094, TPOt (711) 772"'152 ("-erlng t.,..red Only),
OaA:CTlDHSI Any p.,.ty In Inhr..t no' ...lIfI.. with the 8PP,..I.uent, .Ilow.nc. 0,. dls.lIowance of d.wcUon. 0,. .........,.
of '0 (Including dhcCU'lt or Int.,...U .. IhoMn on ,hh HoUu ..v obJKt within .hctv C60. d.y. of ,.ec.lpt 0'
'hh Notice by.
"wrlttwt P,.ot..t '0 tM PA Osp.r....,t of A.venu., lo.rd of App..h, D~t. lIIOU, tt.rrllblJrg, PA I1Ua-lOll, OR
".IKUng '0 hev. the ..tt.,. d.t.r.lnMi .t tr. It\ldlt of the account of I'" pu,on.1 r.pru...taUv., DR
".appeal to the Orph....' Court
ADtUN-
ISTRAlIVE
CORRECT IONS I
Fectu.l uror. dhcov.red on this ........". should tMI addr...ed In wrltlng tOI PA Paput...,t of AIV.,.",.,
lun'" of lndlvlw., h..., AnN I Po,t A.....Mnt Aevl... Unit, PEPT. zeD6G1, Il.rrhbuflh PA nUI-06DI
J'hone (711) 781-6505. S.. PItOA 5 of lhe bGc*1.t "lnllrucUon, 'or tnherlt~. hx Alt"rn 'Dr. Ae,ldent
Dec:Nent.. IREV~150lJ 'Dr ." ,.pl~tlon of iHNlnlltr.tlv.h correctebh uror..
DISCDUHTI
If lilY t.. due II p.ld within thr_ IS' cal..s.,. Hnlh. .U.r lhe decedent'. d..th, . flv. perclIIlt IS;c)
dhc~t of U. llUt p.ld It .lIowed.
PENAL TV,
The 15;c tlX ..,..ty non-p.rtlclp.tlon pwt.1ty Ie COllPUted on iN tot.1 of the tax and Int.r..t ......eet, and not
paid balfor. ~rv I" 1996, U. first day .ft.,. the .... of the tu ....ty period. Thh non.p.rtlclp.tlon
P<<IIlty h .....11Ib.. In the .... ....,. .-1d In the the .... U.. period .. you would ..... iN talC ..a Intar..t
thllt hail been ...... .. lnellc.ted on thh noUc..
INTERnT.
Int.,..t h charged bqlmlng with flr.t ~y of delinquency, or nine 191 eonth. .... one ell day
f,.~ tM date of death, to thI data of p.~t. th" Which bK.. dtIllnqu.nt bafor. J.-.uarv I, I,ar
belr Inhr..t at the r.t. of .he I6XJ par cent par ....... calcul.ted .. . dally r.'. of .GlalM.
All taxll which bee... delinquent on 0,. aftu J....ry 1, 1912 wUI bur Int.r..t .t a r... Which will v.rv froe
C81....,. Y"" to c.lendllr y..r with that ,.... aTICU'ICed bw .he PI Dep.,......t of A...,.... ThlI eppllc.a1l
In..,...t rat.. for 1912 .hrough 1991 .r..
V.., In..r..t R.t. D.lly In..,...t FH'or V..,. Inh,.., Rltl D.lly In'.r..' F.c'or
1912 'OX .DOO54. ..., 9k .00al"
1913 1.. .OOOlty ....-1991 II' .00DSll
1964 11:C .000501 .." OX .OOal~7
1915 1'" .aaosY 199)-1994 n .000191
1964 lOX .aaOZ7~ 1995~1'" OX .OOOU,
--In..,...t II c.lcull'ed .. '0110..11
IHTEIlElIT . BALANCE OF TAX UNPAID X KUnBER DF DAYB DELINQUENT X DAILY IHTEllEST FACTOR
",""'y Notlca ...ued .ft.r lhe II. beco... dellnqu.nt ..III ,.U.ct .., Inter..' calcul.Uon '0 flf'.en 05) d.u
tMyond ..... ... of lhe .........t. If P'rMnt II Ada 1ft.,. lhe Inhr..t COIfM.lt.Uon da.. IhoIIln on the
Hatlc., addltlcwwl Int.,... au.t be calcul.ted.
......... OF
NOTICE I
PAVtEHTI
REfUND teA) I
00
C -_.
~] 'l!
\Q
-J
:0
:UO!
(1, (":.
S',
,.
,
t_
?O'
Z
',1
<.:>
;.:::
-'
Vi ~..
"T,'
).; :..
,'./1
lA'
To fulfill ~ r~lr..-nt. of s.ctlon tl~O 0' the l~rltBnC. 8nd E.tet. f.. Act, Act 22 of .991. (71 P.S.
Section ZUII.
DetllCh ttMI top portion 0' tt1h MoUe. ... .ue.1t with 'DUt p.pent to tM Rqla'... of Will. prlntl.. on the
t.v.r.. .Ide.
... twI. m.d( or ___, order pantll. tal AEGlSTtR OF WILLS, ACOfT.
All ~,...,t. received ..11 flr.t be applleel to ....w Int.r..t which ..y be dull, with MY r_lncMr ..11M to the talC.
.. n'Yld of . to crMfIt, which .... not reque.tlMl on the to return, ..y tM requeded by c~l.Ung In "AppIlC:ltlon
'or R.fund of Penn.yly...... Inherlt~. end E.t,._ I.... (REY".).'), Appll~tJon. It. Ivellebl, It the Of,IcI of
the Regl.t.r 0' Will., ....y of the ZS R.v~ DI"tlcl OffiCI' or by cllllng the ,peele. '_-hour ....~rJ"' ..rY.c,
~r' for rOt.. orderlngl In Penn.'lv...... l-aOO-S6Z-ZD50, out. Ide P~.ylVBnI. ~ within 1~1
Karthburg .t.. (717) 117-809", TDD' (717) nz-usz m..rlng 1~.lrMt On1v).
DLJf;CTlDNSI Any p.rty In lnt.r..t not uthfl-a ..lth tM eppr......"t, .UOWIlne. or dl..UOWllnC. of deduction. or ........"t
of tax (Includlna d"cOU'1t 0.. lnt.r..U .. shown on thlt NoUce ..y object ..lthln .s.ty (60) dan of rec.lpt of
thlt NoUe. byl
.....rltt... p..ot..t to Uw PA Dep.rt...,t of AIVM'II.fI, lo.rd of App...., Dept. 2111021, H_r..llburg, PA unl-IOll, DR
....lacUna to hay. ttw ..tt... cs.t.r.lned .t ttw eudlt of the! ItCCCM1t of the per.onIIl ...,r.....t.U"., DR
..-app.al to the! Orphan.' cou..t
ADttIN-
ISTAATlVE:
CORRECTlONSI
DISCOUNT I
PENALTV,
1Hf[R[1T I
Fectual .rror. dl.~cv.rMt on thl. .......-nt shoUld be eddr...Mt In ..rltlna tOI PA Dep...t.ent of RIV.nue,
Bur.eu of Individual T~1'1, ATTN, POlt A......-nt A.vl... unit, DEPT. l10601, H.....IIbu..g, PA 171ll-06Dl
Phone (717) 71)-6S0S. .~ page 5 of the bookl.t "In.tructlonl fo.. Inn-rltllne' T.. A.turn for _ R..ldent
Decedent- (PEY-I~OI) tor an 'Kplenatlon of ~lnl.tratlv.IY correctable .rror..
If InY tlK due .. paid within th.... (s) calendar ~th. aft.r the decedent'. deIIth, . flv. percent (5X)
dhcOU'tt of the tax p.ld Is .Uowed.
Th. 15~ tax .-na.ty non'p.rtlclp.tlon penalty I. coeputMt on the tot.1 of the tax Bnd Int.r..t ......ed, and not
p.ld before J......y II, 1996, the flr.t eNY .ft.r U. Bnd of the hUI ~.ty pe..lod. this non-p...tlclp.tlon
peoIIltY It ......lebh In the .... ....-ne.. .-MI In the the .... U.. period .. you would ......1 the tax Bnd Int.....t
th.t hat bewt .....sad .. lndlcat.. on this notlc..
Int.r..t Is dIIIr..-l blglmlne ..Ith first ct.y of cs.l1~y, or nine (9) ~th. .... one <I) dey
froe the data of dNth, to tM dlt. 0' p.y.."t. Tens Which bK_ dllllncp.MIf1t befo... Jenuery I, "IZ
~r Int.r..t .t the ...t. 0' .1. (~) percent per ~ calcul,t.. at . dilly rat. 0' .0001~.
All t.... which ~ delInquent on or .,t'r J8nuary I, 1'12 ..III bear Int.r..t at . r.t. whIch will Vlry fr~
calendlr v.... to cal..r y..r wi th thet r.t. ar'II'1DUlCMt by the PA Dep.rt..,t of R.v........ TM appl1C11bla
Int.r..t r.t.. 'or 191Z through 1"7 .r'l
V..r Int.r..t Rat. D.Uy Int.t..t Factor V..r Int...." A.t. Dally Intlra.t Facto..
191Z lOX .000541 1,.7 'X .00llZU
IUS ,6% .DDDU' 1911-1"1 IIX .00OJ01
..14 IIX .000101 .99. 'X ,OODZ41
IUS ISX .00OS56 1"1-1994 n .000191
..16 'OX . aoOZ74 I"S-I'" OX .000247
.-Int.rut It celeul.t.. .. follOtfIl
INTEREST' BALANCE OF TAlC UNPAID X HVIIBER OF DAYB DELIHQUElfT X DAILY IIITERElIT FACTOR
--Any Notle. I..ued .ft... the tax bac~' dlll~t will r.,lact an Int.r..t c.lcul.tlon to '1ft"" <IS) dart
beyond the data 0' thl ..........t. If pa,.."t It ..s. .ft... the Inhr..t COllPUt.t!on dlt. shown on tt.
NoUc., IMkIltlonal Int.....t au.t .. C11lcul.t...
,5'~ 7)-< IJ-.-
CDMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-
BUREAU OF INDIVIDUAL TAXES
ueoJ11.HCt fAM IllVf'lilDH
DEPT. UD6D1
HAARllllRO. PA 17UI.0601
MOTICE or IH1IEIIITAHCE TAX
APPRUBEIlEHT, ALLOMAHCE OR OIBALLOMAHCE
or DEDUCTION L-AIlIl ABBEBlIIIEIfT or TAX ON
JOINTLY ""LQ OR TRUBT ABSETS
tn.'''' U In IU.ttl
BRIAN J GAUGHAN
845 HECK HILL RD
LEWISBERRY PA 17339
DATE
ESTATE DF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
01-28-97
GAUGHAN
11-25-95
21 95-0936
CUMBERLAND
184-24-9955
96106083
A___t R_IIIM!
NAOMI
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO CDURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTIDN FOR YOUR RECDRDS ....
Rifv:isiii-Ejf-AFji-ri1i:9&i------------------------------------------------------------------------------------
NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX DN JOINTLY HELD DR TRUST ASSETS
DATE 01-28-97
ESTATE DF GAUGHAN
NADMI
A DATE OF DEATH 11-25-95
COUNTY
CUMBERLAND
FILE NO. 21 95- 0936
TAX RETURN WAS.
S.S/O.C. ND. 184-24-9955
(X) ACCEPTED AS FILED ( ) CHANGED
JDINT OR TRUST ASSET INFDRMATION
ACN
96106083
FINANCIAL INSTITUTION. HARRIS SAVINGS BANK
ACCOUNT NO.
07-02-129309
TYPE OF ACCDUNT. (lO SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-31-93
Account Balance
Parcent Taxable X
Amount Subject ta Tux
Debts and Deductians
Toxabla Amaunt
Tex Rote X
Tax Due
11.295.25
0.500
5.647.63
.00
5,647.63
.15
847.14
NOTE. TO INSURE PRDPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NDTICE
WITH YDUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY DRDER PAYABLE TD.
"REGISTER OF WILLS. AGENT."
TAX CREDI:TS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
RECEIPT
NUMBER
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATf.. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ·
I IF TOTAL DUE 15 LESS THAN .1. NO PAYMENT 15 REQOIRED.
IF TOTAL DUE 15 REFLECTED AS A "CREDIT" I CRI. YOU HAY BE OUE A REFUND.
SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I
.00
847.14
34.32
881. 46
INTEREST IS CHARGED FRDM 08-26-96 TO 02-05-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
po
J !1:1
'~.?
-0
-I
r..
I~~ .i ' ,
-
L.
o
r
~1
:rJ\
)... ;..1
ill
VJ
_""
HaUCf,
To fulfill the r~lr--.nl. of S.ctJon 1140 0' the rnherlt~. ~ [.t,t. ,.. Act, Act II 0' ."1. (71 P.I.
hetlun 1140).
PAM.:fJ.
:0
:1)(\1
,n r.
(~
(;j. C
..'"
Dlbeh the tap portion 0' this Notlc. Mid .....1\ with your p.v.ent to 'M R......,. 0' WUh printed on tM
r.v".. Irue.
-- ..... cheek or .....~ Dr.,. p'nal. tal RECISTIlI Of' WILLI, AC:OfT.
AU ~YMnh nc.I,,~ ..11 I1t.t be ",UN to M, Int.r... which .., eM w., ..lth M' ,....,.,. .....Uect to the tn.
RU1.IaI (CAli
A nha1d of . t.. credJt, which .... not r~.t.. on the tax return, ..y be ,.~.t..t by cotllpllUng ~ -ApplluUon
'or R.fund 0' Pennlyl"..... Inherltancl and [.t.t. TI.. (REV..,.!). Application. '1" .v.ll~l. at the OfficI of
the Regl,t.,. or Willi, MY of the IS Rlvenu. DI,trlcl offlc,. or by cIlllng the .peele. ,4'hour ......rlng ..rvlce
~r. 'or lor.. orderlna. In Penn"I"....e 1-laa-J6Z-IDSO, out.lde P~.ylY...I. Md withIn loc..
"-,.rtabur. .,.. 11171 711-10", fDO' (111) 772-2252 IHearlna I~alr~ Only).
OIJ[CTIDHSa Any party In Intara.t not ..tl.fl~ with the BPPr.I.--.nt, allowanc. or dl..llowanc. D' deduction. Dr .......-nt
D' tax (InclUding discount or Int.r..n e. IhDwl an this Nollc. ..y obJsct within .b ty (60) dly. D' ree.lpt D'
\his Hollc. bya
....,rltt." prot..t to tM PA Dep.rt.."t D' A.ylrIUe, Bo.rd D' Appe.lI, O..-t. lIlOlI, U.rrlsburg, PA 17ll1-IOlI, OR
--.Iactlna to haY, tM ..tt.r ctetarllnad .t the euctlt 0' tM 8CCDU'1t 0' tM p.r.on.1 rapr..."t.tly., OR
--appeal to thl Drph.".' Caurt
AD'UN"
lITAATlVE
CDRRfCTlDNSI
Factual .rror. dl.cov.rld on thl. .....~t ~Id ba eddr...~ In .,rltlno tOI PA o.p.rt-.nt 0' R.v~,
lur.... D' Individual Tan., AnNI Po.t A......."t AIVI... Unit, DEPT. 280601, Hlrrlsburg, PA 17UI"06DI
~ (717) 717-6505. S.. paga 5 D' the bookl.t -In.tructlon. 'or Inharltanc. TIM A.turn 'Dr. A.,ldlnt
Decedent- tREV-1501) 'or ~ 'MplBn8tlon D' ndalnl.tr.tlv.IY corract"'l. .rror..
DISClunl
If ~y tu duI II p.ld .,lthln thr.. u) cal~r ~th. .U.r ttMI dIC.s.nt'. daIIth, . fly. perunt t5:U
dl.count of the t.x P.ld I. allowed.
P[HAlTVI
The lSX tax a.na.ty non'partlclpltlon p.".ltv I. coaput~ on th. tot.1 0' thl t.x end Int.r..t ......~, and not
paid bafora January II, 1996, the 'Ir.t day .ftar the ~ of thl tlX aana.tv parlad. Thl. non'p.rtlclp.tlon
PMIIlty Is appulllbla In the ... .....,. end In lhl the .... tI.. period .. you would appeal the tu end Intar..t
that h.. been ......~ .. Jndlc.t~ on thl. notlc..
JHTERfITI
Intar..t I. charged besllmlno .,Ith flrat day 0' dllInquancy, or nine I') IIOt'lthl end ane (1) dly
'ra U. dlt. 0' death, to thl dIIt. of PIYHnt. Tax.. Mhlch bee... de1J~t baforl Jr.uary I, I'll
baar Int.r..t .t the rat. D' .Ix (6X) perc."t par ~ calculated It . dilly rat. D' .000164.
&11 tax.. Mhlch bacaae delinquent an or .fltr Jwtuary I, 19U .,111 bier Int.r..t .t I rat. Mhlch .,111 Y8ry 'ta
C8lllnd1r v..r to c.landar y.ar .,Ith ttMIt rat. tIf"nDUnC~ bv thl PA Depart.."t 0' R.v....,.. The BPPllutlla
Int.r..t tIt.,. 'or 1'12 through 1991 .r.a
~ Intar..t R.t, Dally Jnt.ra.t Fectar ~ Int.r..t A.t. O.lh lnhr..t Factor
"II ur .000S41 1911 or .000247
I9IS lOr .DODoU' 1'11-1991 Ilr .000301
".. IU .000301 I'" .r .000li"
1"5 ur .000554 1991-19M 12 .000192
".. In .000274 1995-1997 ox .000147
--lnt.r..t Is calcul.ted O. followlI
INTEREST. BALAHCE OF TAX UlIPAIO X Il\IllIIER OF DUB DELINQIICfT X DAILY INTEREST FAl:TOR
--Anv Notlc. I.aued .,tlr t~ tax beeDle, delinquent .,111 r.flact an Int.r..t cllculetlon tD ,I,tlln CIS) daw.
bayonet tt. dIIt. D' thII ........"t. If p.,...,t h .... .u., tM Int.r..t c"put.tlon eMit. Ihawl on the
Notice, addltJanel Intar..t .,.t be CIIlcul.t~.
,'.1/"" (f)/"",I ,y'
YOST & D.\\'\lIS0N
JIll II'loSll'lllK'lIl.All. A\'I.NIlI,
IIIl I")\.all
IlERSIlEY. "ENNSYI.VM-lI^ 171lJ).1lH7
JON A, YOST
JOliN S, IJ,WII>soN
M^RK A, 1l0YIlR
II:tHIIO~I:
. 717.~)),~11I'
lAX
717.~)~,1211)
June 12, 1997
Mary C. Lewin, negister of Wills
Cumberland county courthouso
Carlisle, Pa. 17013
Dear Mro. Lewio:
please find enclosed herewith duplicate original
Inheritance Tax Returns for the Eotate of Naomi Gaughan,
No. 21-95.0936.
Sincerely yours,
''font & Davidson
::?f~;;:.''''
aS. ..ll"'~ ivtott cJr.L1; 1<-+--
10-; ..:-- c,.".-...Jt 0 " I, 00 7'>>~
.
"
~
,\ -11
>:lC:
c::
\D
..,..
z
~
r-
p,
..r
0-'
.- ;;>
(,)w
14, Nul VatUfJ SllbJIICIIO Tax (LIllO 12 rnmuollno 13)
15 5puuuI '"nt'.,.t'o, ,ltl.. ,J' tluth .11" 6.JO-II"1 ~..
In'lIotl,un.lul ^llpl'uLI. I'.'~IJ""~. un JI..glll, Iln~"Hh'
~.Iu.. hum ~j'tJ.ltul. ~ UI !itt,.ltul, f,4,1
10. Amounl 01 Uno 14 IOICUbto 016% 'ulu
(Includo volu09 horn Schudulu K Of Schodlltu M,)
17. Amounl or Uno 14 tOlCnblo 01 15% '010
(Includo voluo!! 110111 Schodulu K at Schudulo M,)
10, PUllcipollox duo (Add lax hOIll Linus 15, 10 and 17.)
10, C,udllll ~Ilouul "U~.'I't C'.dll Pllor Paymonl!! Omcolllll InlolulIl
0.00. 0.00 - 0.00
20, If Uno 10 Is 910810' Ihan L1no 10. OlllOllho dlllolonco 011 L1no 20, Thill IlIlho OVERPAVMENT.
[!JJ CtIack here " you are requesting. refwtd 01 your overpayment. I
21. II Lino 10 Is groolor thon LillO '0,0111011110 dlllofOIlCO 011 Uno 21. TII19 19 1110 TAX DUE,
^ Enlor Iho Inlofool olllho balanco duo 011 linD 21A
B, EnlOllho lelal 01 Lino 21 OIld 21A on Unu 21B, Tllill 11IIhu BALANCE DUE.
Make Check Payable to: Register of Wills. Agent
'" ~ Hunt.'I""4'
DECEDENT
CHECK
APPRO-
PRIA TE
BLOCKS
CORRES-
PONDENT
RECAPIT-
ULATIDN
TAX
COMPUTA-
TION
jSn-i4
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR OATES OF DEAW AFTER 12131/91
CHECK HERE IF A SPOUSAL ,n
POVERTY CREDIT IS CLAIMEDJ-L--
FILE NUMBER
;~1 9S
COUNTY COOE VEAIl
llICEIlUm; COMPLETE AODl'ES~i
',11 GElI/lY lIVENUE
OATE or OEAlIt OATE OF IlIRlII NI'W CUolHERI lIND, I'll 1./070
11/2',/% OI/08/19Jl COIlI1'Y CU-lIlI.JlIIIND
I "^" , SOCIAL SECURITY NUMBEIl AMOUNT nEcEIVEO (SEE INsrnUClIONSI
1 -l.l.-"/1 (, !;2,202.9./
Supplmnulllill Ruhllll D:J nUlI10mdm Rurum
05
o 4 llJnllud Eslalu 0 40. Fullllu InlO1(ml C0ll1plOflll5U
(tOJ dolus 01 dualh 01101 12.12.02)
(B 0 DucodulIl Olud TO:lll110 0 7, Docudolll MainlBillud 11 liVing Trusl
(AlIaeh copy 01 Will) (AUach copy clTrusl)
AU. CORRESPONDENCE AND CDNFIDENTIAL TAX INFORMATION SHOULD BE OIRECTED TO:
NAME COMPLETE MAILING ADDRESS
JOO A. YOST, F.9;;l. 320 WEST OI<XDl.J\TE 1IVE1'lUE
TELEPHONE NUMBER P.O. !lOX 437
717-533-5101 IIERSHEY, I'll 17033-0437
" Rual Eslate (Schudulo A) ( t ) None
2. Slocks and Bonds (Schod,,!o B) ( 2 ) None
3. Closoly Hold Slock/Palll101uhlP InlolOst (5ch. C) ( 3) f'bne
4, MOrlgsgo9 olld Nolos Rocol.oblo (Schod"lo D) ( 4 ) None
5 Cosh, Bank Doposits & Miscullanoous PUlsonal ( fJ ) 63 , 777. 97
P,oporly (Sehodulo E)
6 Jointly OWllod PlopOIly (Schodulo F)
7. T,01l.10I9 (Schod"lo G) (Schodolo L)
O. Total Gros9 ASS019 (Iolal Unos 1-7)
0, Funarol Ellponsos, Admlnistrativo COSIS,
MI5collanoous ElCponsos (Schodulo H)
10. DobiS, Mongogo L1oblhlio.. Lions (Schodolo I)
11. Tolol Doductions (tolol L1nos 0 & 10)
12, Not Voluo 01 Enlalo (Llno 0 minus Uno 11)
'3. Chnrlloblo and Governmonlol Boquosls (Schodulo J)
rllt.lMllt~WI AL tllWI'1 M-t',u \lAtjIA
III t'AHIMI Nt ('I III VI 'WI
UII'I ill".,u'
IlAllIll'dIUlll.. I'A ., 1,~. 1'1,'"
IlECEtlENT'S NAME Il.ASI. flll~,T. AND MIIlIJI [INITIAl'
GlIlx] llIN NJI(M 1 II
SOCIAL SECURITY NUMBER
184-24-9955
(I Af'Pl tCA 1I1/5U .....VI 41 ,-,1'ou~1 'rl jA
, IIIS1 ANIl 1.4111 III INIIIAl)
GI\lXiIllIN , 1 I , PIlUI, V.
lB7OIIgIllOI Rohlll!
c.
0936
NUMOER
Ilu' d.lnul "".11, P'HH Iu li.l) "I
Fodurnl EulalfJ Tux AUhHII RuqUllud
o 0 Total Nwnbor 01 Solu Dupotul BOIl:u!J
( 0) 16,650.81
(7 ) 1,875.00
(0 )
(0 ) 13,230.85
(10) 259.75
(11)
(12)
(13)
82,303.78
13 ,490.60
68,813 .18
None
(15)
(I~)
52 , 202.9'''.00 .
68,813 .18
0.00
(IU)
16,485.21. 00
.
989.11
(17)
125.00 Ie ,15
.
18.75
(to)
1,007.86
(10)
(20)
0.00
(21)
(2IA)
(210)
1,007.86
0.00
1,007.86
.. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH" ..
Undur ponnluu!i 01 purJulV. I doclalo Ihot I havu uxommud Ihlll rulufI1. IIIcludmg occolllpanVlIlg uchodulus ond ulalOmonls, and 10 tho busl 01 mV knowludgo
and bullOI, n 15 tlUO. corrocl and cemplelu, I doclnru lIull all runl oslalu 'I all boolllUPOllud olllUO markul valuo, OOC/Olollon 01 p,opalol olllor IlIon 1110 pUl!ionol
ruprosonlOllvo 15 bosod on 01111l10"1101l0n 01 which plUplUOf has any knowludqo,
~IONA [OJ !If,If' N fl[SPON510l[ rOil f tUN!) m YUllPj AIJ(JlUS~
~ ~~J'/ / ~ See Schedule attached
511 Al /Ill Of l'IlYI\'Al..'1 JI I It I 411 ' Hr'HA'IVI AlltJlH 'l~
L-t / \ 320 WEST ClIOCOLATE IIVENUE
001 "If "" IIEHSJIEY, PA 17033
Cup~l!yt\l r Ulm. 5ull....,. OlOl~,
N\l4I'AuOI
1111#/97
''G''!Jo /97
,
_.'-"'~ '.~ ,. ,-.-. -' ,
Estate of I Nl\CMI A GAU3HAN
21-95-0936
SlM>l/\Ry OF ALT..OCATIOOS 'IO BENEFICIlIRIF.9
Class A
PAUL V. GI\U3HAN, II I
KEVIN J, GI\U3HAN
TIM:mIY W. GI\U3HAN
BRIAN J. GI\U3HAN
EMELIE GI\U3HAN
JJ\ME'S P. GI\U3HAN
JaIN F. GI\U3HAN
MADELINE E. GAlXlHAN
JOANNE GI\U3HAN
LAURIE GI\U3HAN
RA'IE G.Il.1nlAN
1,748,90
1,798.80
1,748.90
8,832,16 .
535.00
535.00
447.15,
464.30
125.00
125.00
125.00
16,485.21
Class B
LINDA BEJ-IRENS
125,00
. There were insufficient assets sUbject to administration
( due to the joint holdings and designated beneficiary
on the IRA accounts) to pay all of the funeral expense.
Therefore, Brian J. Gaughan cintributed $2~769.60 toward
this ex~nse and the value of his jointlY held assets
has been reduced accordingly. Although there were minimal
bequests of tangible personal property which could possibly
have been sold, the net tax consequences remain the same.
,
':t
.
. ,
Estate of:
NACMI A aa.tr.lIlAN
'111e folla.oling person(s) are signing the return as representative(s) of the estate:
PAUL V. GAOOHJ\N, III
812 AOU ROI\D
MElCHANIC3BURG, PA 17055
-1.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NACMI II G.I\lXW\N
AU r . olnU -own.d with th. RI hI 01 Survlvor.hl
ITEM
NO.
. .
n[I/.I~o. I "'II-III
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
must bo disclosed on Schedule F
DESCRIPTION
1 HARRIS SlIVIN3S IW<K 1M C.D.lt012550424B
2 HARRIS SAVIN3S BlINK 1M C.D. lt072551266S
3 HARRIS SAVIN3S BlINK 1M C.D. lt0725514933
4 HARRIS SAVIN3S IW<K 1M c.D.1I07B15175BB
5 HARRIS SIWIN3S IW<K 1M C.D.lt07B15175B9
6 HARRIS SAVIN3S IW<K IRA C.D.lt07B1517596
7 HARRIS SAVIN3S BlINK IRA C.D.n07B1521207
B HARRIS SAVIN3S IW<K IRA C.D.lt07B1523239
9 HARRIS SAVINGS BlINK IRA C.D.lt07B1523915
10 DJ:.I\M:lID RIN3 WI'll! 'IW:l S1O'&S
11 DJ:.I\M:lID RIN3 (OOLITAIRE)
12 MJIllER'S RIOO
13 WATOI
14 aJCKOO CLOCK
15 a:>RNER CUPBOARD
16 PI1\OO
17 SlIFE
1B Cash in safe
FILE NUMBER
Ploo!iO Print 01 T pu
21-95-0936
VALUE AT
DATE OF DEATH
5,044.37
4,579.3B
2,917.72
21,152.21
2,529.B6
2,499.21
7,723 . 13
3,703.30
2/053.79
100.00
100.00
50.00
25.00
100.00
150.00
250.00
100.00
10,700.00
TOTAL (AlllO unlor on hllo !), Roea lIulollOIl $
(Alloell addlUonal 01/2" x 11M 8ho018 it moro spaco lu nuodod.)
63,777.97
PA15081 NTr Ul&
ClIpyught Form. SlIlIw." Only, IIIlI4 N.h:o, 111(, Ni4PAOII
REV-l500 EX . (12-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NllCMI A GlIlXlHJ\N
Jolnllen.nl(ll:
NAME
See Schedule attached
JOlnUy-owned prop.rly:
SCHEDULE F
JOINTLY-OWNED PROPERTY
ADDRESS
I FILE NUMBER
21-95-0936
RELATIONSHIP TO DECEDENT
LElTEH DATE DOllAR VALUE OF
ITEM FOA MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DECEDENT'S
NO. ..OINT OF ASSET % INT.
TENANT JOINT INTEREST
,sERIES EE U.S.SlIVIN3S BONDS
FACE VAUlE
1 A 12/91 $500.00 #D29764004 299.80 50% 149.90
2 A 12/91 $5, 000 . 00 IfV2287291 2,998.00 50% 1,499.00
3 B 06/92 $500.00 IID29857697 290.00 50% 145.00
4 C 06/92 $500.00 IID29857698 290.00 50% 145,00
5 D 02/93 $500.00 IID31274832 281.10 505 140.55
6 E 05/93 $500.00 IID31306653 276.20 50% 138.10
7 B 06/92 $1,000.00 #H45688346 580.00 50% 290.00
8 C 06/92 $1,000.00 1IH45688347 580.00 50% 290.00
9 D 02/93 $1,000.00 11H46466460 563.20 50% 281.60
10 E 02/93 $1,000.00 11H55199148 552.40 50% 276.20
11 F 02/93 $5,000.00 #V2554946 2,816.00 50% 1,408.00
12 F 02/93 $500.00 IID31274831 281. 60 50% 140.80
Total from continuation oaae{s) 11. 746.66
TOTAL (Also onlOl on Imo O. ROCODllulollOnl $ 16.650.81
PA15091
NTF 12l11A
COPYflght Fo'm, 50110...." Only. leg. N,lto,'"C, N94"AOil
(II molO apaeo Is noodod, 1119011 addilional shools 01 somo 8110,)
. .
Page 2
Estate of: NN:M I II (JJIJ.)::;I U\N 21-95-0936
SOIEOOLE F' -- Jointly-o.'lI1ed P~-ope~ty
Date Dollar Value
Item Joint Hade 'lbtal Value Deed I s of Decedent I s
No. Tent. Joint Description of Jlsset \ Int. Interest
--
13 G 02/92 $500.00 IID29780390 299.80 50\ 149.90
14 G 02/92 $5,000.00 jlV2292989 2,998.00 50\ 1,499.00
15 H 05/14/94 IllIRRIS SlIV1tnS BlINK amO<IN3 2,926.22 50\ 1,463.11
Ac:cu.Mr 1107-00022298
16 H 07/31/93 IllIRRIS SlIVItnS BANK SlIVItnS 11,295.25 50\ 5,647.62
ACXXXNr II 07-02-129309
17 H 07/19/88 IllIRRIS SlIVItnS BANK 4,036.57 50\ 2,018.28
CERTIFICATE OF
DErosIT II 07-16-124368
18 H 02/94 100 SHARES ~ srocK IllIRRIS 1,937.50 50\ 968.75
SlIVIN3S BANK
.,
'lUl'AL. (Carry forward to lMin schedule) . . . . . .
11,746.66
~{ -
. I
-'
I
,4.~_-'_-""~"""."'" -- ...~'-
;....._~. -
21-95-0936
Estate of: Nl\CMI 1\ G/\OOHI\N
salEOOLE F -- Jointly-CMned Property
The follO;ling states the nmre, address and relationship of each surviving joint tentant:
Narre/Relationship
Jv:ldress
A. pJ\1.lL V. GI\OOH1\N, I II
~
B. EMELIE G/\OOHI\N
GRJINl)1\!.XlH'
c. J1\ME'S P. GAlGlJ\N
GRANI:S:N
D. JOHN F. GAlGlJ\N
GRANI:S:N
E. MADELINE E. GAlGlJ\N
GRJINl)1\!.XlH'
F. KEVIN J. GAlGlJ\N
~
G. TIMJIll'{ W. GAlGlJ\N
~
H. BRIAN J. GAlGlJ\N
~
B 12 IIC1U (lOAD
MEOlIINICSBURG, PII 17055
527 RIOOE.VI~ RQl\D
DIILSBURG, PA 17019
11739 DRY RIVER CXXlRl'
RE'SlOO, VII 22091
11739 DRY RIVER CXXlRl'
RE'SlOO, VII 22091
527 RIOOE.VI~ RQl\D
DILtSBURG, PA 17019
11739 DRY RIVER CXXlRl'
RE'SlOO, VII 22091
527 RIOOEVI~ ROT\D
DIILSBURG, P1\ 17019
109 FM1' E!..M'P)D S'l'ROO'
MEOlIINICSBURG, P1\ 17055
(o""r.~~1 Alltl lJf 1'1 "''''~H ...A.It"
(If "ANI,.., HI Of III \'1 HUI
IUlnAU U' 'l<llJlYlIIuAI IAlI \
VIP'. 11101,01
UANAIUIJIolG, IlA 1I1:II,Ot.OI
f.?-~~'AQ.~
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,
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INFORNATION NOTICE i FILE ND. n 95-1I931,
TAXPAYE~N~ESPONS~' ACN 9bl01,08~
DATE 02'28-9b
....----...........-..,.----.. -,."'"_--._---
IYI'[ Of ACCOU/II
[J SAVINGS
[xl C/l[CK ING
11 TRUST
r-j CIRfIF.
... ,10."1" " ",
----. ...,.- '.-....
r.ST. o/' "AOMI A GAUOIIAlI
5.5. NO. 18',-2""1955
/JATI: or IlI:ATII 11-25-'15
COUNTY CUMBlRLAII/J
DR I AN J GAUGIIAI'
845 IIECK IIlll RD
lElIlSBlRRY
RlHll PAYMENr AND 'OHMS tOI
REGISIER OF IIlllS
CUMBLRLA"1l co CDURI /lDUSE
CARLISLE, "A 17013
PA 17339
HARRIS SAVlNCS BANK hili pro'olld.,' Ill. Ih"IM I...nl wllh Ihe 11I'"r...lllm I I 'hili ".10... ..hlt;h 'lilt Ii.." uutl III tllltllll.III'g Ih.
po'.nllal I.. d"., H,.I, ,.co'lh Intllcat. Ihlll lit It.. lI.aU. IIf Ill. ullll..... Ilul.,I.IlI, YII" ...,.. 101111 ....."U.III..IlII'I~I"'y 0' 1"11 Ilculllnl,
If YOII f..1 Illh In'or.,"on Is h.corr,cI, '.1....... IIbl..." ..t1lt.III.1",..Cllull hn_ Ih. IInallcl.1 In,Ulullon, .tlttch a ClI,,-, 10 thll '0"
.nd r.I,,'n II 10 Ih. atlova ..,dr'II. lhh lI(.coII,,1 h IlIullIl. In ,u;u'dl"'ca ..1111 I". 'l,h.,lllInca la. I.... of ltlll CII..on....1111 0' P.nn',ho..'h.
QIIH1ie'" .., 1.I11 "'U".rlU tit uolllrlio (.'In '''' A'U,
COHPLETE PART 1 DELOII .
Account tlo. 07-00022298
· · SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUUTIDNS
D.to
Est',bl hh.d
05-1',-9',
lu In'"t. 'lffll'lIr cr.dll tu ,""t "ccllunl. 1000
fll eo,d., n' Ihll "ntlC:1I ..-lI1 'CUI.PIt", yllllr
I'.'y.'"1 lu ItllI NII'oIhht ul Wllh. 1111'" chll'"
IllIy"lIh tal "Nllllhh., 01 Willi, "'011.,,1",
Account Bahnc.
rere.nt T.~.bl.
A~ount Subject 10 Tax
Ta. ht.
rotunti.l r.. Du.
x
2,926.22
50.000
1 ,',b3. 11
.15
219.',7
~Urtl (f Ill_ ,,,,y_lInl. flIr. ..nt. ..Uti In Ihr..
III .onlh. of lhll ".e.ll"nl'I d,11 of d'.lh.
,C'II .., 1I".'"cl II \1. dlll;uunl Dr Ih. t.. dOJII,
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nil.. PH _onlh. ,,'hlr lh. d,,11I of lol...lh.
x
PART
[iJ
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASEB DN THIS NDTICE
[CHECK J
ONE
BLOCK
ONLY
", U 1h. oIlIu"," IIl'nr.llt1un "lid la. dllll I' cntr.ct,
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PART
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LlNE 1. Oat. E,t.bl'~had
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3, rarc.nt Ta_abl.
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5, D.bt. ..nd Daduction.
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7, h. R..l.
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PA
OF/'IC1AL USE ONLY 0 AAF
DEPARTMEllT OF REVEllUE
OF TAX ON JDIIIT/TRUST ACCOUNTS
I
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1
2
3
4
5
6
7
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1
x
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5
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7
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PART
ill
DATE
DEBTS AND DEDUCTIONS
PAID
PAYEE
OESCRIPIIOII
AMOUIH PAlO
I
I
rOrAl IEnt.r on I.in.. 5 of h. Co""uhllonJ
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Und.r p.nulties of p.rjury, 1 d.clar. th.t the facts
cGnpl.t. to Ih. b.,t of MY knoMledg. and b.ltef,
h.v. r.port..d abolo/. .r. Ir~,., CQrrfle I and
[!O_HL_L__.________.__ __._____ ______ .....____
IIORK ( )
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(!lHO'Iijhwl" III III I".....,., "Ah!A
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACtI
DATE
.u ..,,, ."" t"
.". '. ... ~......L...___.~,_............,_.
1:5'1'. ur IIAIIMI A GAUGIIA/4
5.5. NO. ID,,'2(,'~~;;
IlATI: or IJI:ATII 11'25-~5
COUNTY CUHIII~I AlW
IV!'!: III ACCOUtU
Ix, 5AU lI<G5
i ! Cllle< IfjG
n IN<l51
i Cl RIll
BRJAII J OAUOIIAII
0',5 IIECK IIILL ~D
IEWISBE~~V !'A 17339
HIHII ItA...HIUI ANI) rllffMS 10;
~I.GISI!:R or WIII.S
CUMBr~I.AIIO CO COU~l II0USl
CARI.lSll. PA 1/1I1.!
UARRIS SAVINGS BANK fl.. 1""\1.d... II.. 1111I....,1.11I11' .1111 It.. InfUIII.li"" 11\11111 ".h'", .hlo.l. IUI\ .ltU'" ",.,,1 I... ,,,....,.1111111 "..
....I..l1tl&1 I"" d..... 11I.1f '.',",h j""lt.l. 1",,1 ..I Ihlll "1II.tll...1 tlu. ..hilI'" IIt.un""". )'1'" ....,. .. JolIII .".....,,'u.'.IIII.III...1 "I Ihlt. .1I~(J....t.
I' yo.. 1..1 thl' .ntrU..lion It. 1I.r.cu,...I. l'I"i"" uhlllin .lltll+ll (I"'....II..n 110. It.. II".,no.I..1 ....tlt"IIUll. ,.11...11 ,. tllll, tu 1f.1' to..
,trill ,,,111'11 It to HI" ,111'1"'. iII"'r"",. 'hi, .,,,ullml h la..'hl" III It'.HlI<llIh'.. ..1111 II." 1"1,..'11'" '.11I 1,1, I..." ,,' Ih" (o.....".."..llh <II 11111111,.,1\1""1<'
""..-.tl..... ...... b. ",,,,""1111 t." <"1111"1 filiI I.' ~\".
COMPLETE PART 1 BELOW .
. . SEE REVERSE SIDE FDR FILltlO AND PAVHENT ItlSTRUCTIDtlS
07-31-93
Account No. 01-02.129309
DAtu
[stllbll.hud
10 """'11 1""IIt., ['...111 t.. ""II' .,,,,",,,,t. IIOU
'~I U'I'III' II' Itll' I.ulllll ..1\' .u~o.J"m., ..II..,
1....,.11'" tll II,,, Illl\llt."" ul Wilh, """" &.II..U
1101,"111" hH ""..vit.,,"' n' oIllh. "\llIIIl1t",
Account O.lance
r.,.c.nt T..abl.
A"ount Subj.ct to hi..
tall Rah
"ot.ntlal TA" DUB
11.295.25
50.1100
5,6("', t,.\
.15
8(,1.1(1
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t.tl .""llh, ul ".. 11""lllhll1t', .10'" tit Illllllh.
,01.1 ....., d...'..'t .. ~'~ IO'LI'"'" III II.. I... "U..
All., In,."tll.llIl" Ill. II,ul .111 'I..IU_.. 1111111"1"11111
11111.. 1"1 "1m''', ..11.1 tll" II..tll III .h..,I".
x
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[111
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED DN THIS NOTICE
[ CIIECK "1
OUE
BL OCK J
OUlY
A. Ill.. ,.1111'.. illh.,.".IIII'" .'fI\I 'ou 1111" it (,111111I,1.
I, ~III.I 1Il1l)' ..11U1I'" III III_It 1,"",".l1t tll Ill.. NIl"I,I..1 lit will, ..'Ill 1..0 CIII'.II\ lit 1111' 1m' 110.11 1(1 "III,lln
. diu!>,,'" III .....olu 1"'.,11.1. 0' fOIl....)' ..II..".. Inn -A" ..nit tlllllll1 thit. "II lit II to tl,. H"\li''''' al
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r.ht.ton,hlp '0 dlU:::luJunt: .... .h._
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UEf'ARTHEtH OF REVEIIUE
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TAX RETURIl - COHPUTATIOIl
I WC 1, O..llo Est.hl hhud
2. Account 8~I~ne.
OF
1
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!'AU
1
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3
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PART
131
I,
OATE
OEBTS AND DEDUCTIONS
PAID
"AVE!:
UESC~ll'r lOti
AMOUl41 !'A III
I
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ha.... rllpnrtud ..I.tUVtI ill,." 'nIB, corrflct o1lld
-Tr.'ijf.WJ'1:>-~Tr.rr;mmT'---'- - -- ---- .--- - -------
ItOME_.. .<.__ _ __ __.. __
I-IO~K ( )
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REV-151O EX + (2-01)
COMMONWEALHf OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
TRANSFERS
I
FILE NUMBER
PLEASE PRINT OR TYPE
NAOMI A GAU]tNN 21-95-0936
THIS SCH. MUST BE COMPLETED & FILED IF TIlE ANSWER TO ANY OF TIlE OUESTlONS ON THE REVERSE SIDE OF COVER SHEET IS YES
-
DESCRIPTION OF PROPERTY DECD DOLLAR VALUE
ITEM EXCLUSION TOTAL VALUE .. OF DECEDENT'S
Includo 118mo 011110 t18118101oo, lholl ..
NO. rolahonship 10 docudonl, dato olllol1slor. OF ASSET INT. INTEREST
1 $500.00 U.S. SAVINr~ ~) 125.00 250.00 50% 125.00
II045903818EE PURrnASED IN JOIN!'
NI\MES WI1H LINIlI\. BEflRENS, A FAI-lILY
FRIEND, IN ALUJSI',1995
2 $500.00 U.8. SAVINGS BOND 125.00 250.00 50% 125.00
II045903814EE PURrnASED IN JOIN!'
NI\MES WIlli DECEDEN'1" 8 DAtnfI'ER-
lAW, JCIl\NNE~, IN
N.DJSf, 1995
3 $5,000.00 U.8. SAVINGS BOND 1,250.00 2,500.00 50% 1,250.00
IIVS212204 PURrnASED IN JOIN'!' NAI-lES
WIlli DECEDENl" 8 SON, BRIAN
~,IN ALUJSI', 1995
4 $500.00 U.8.SAVINGS BOND PURrnASED 125.00 250.00 50% 125.00
11045903816 IN JOINI' NI\MES WIlli
DECEDEN'1" 8 SON, BRIAN GAIXJHAN, IN
N.DJSf,1995
5 $500.00 U.8. SAVINGS BOND 125.00 250.0q 50% 125.00
II O45903817EE PURrnASED IN
JOIN'!' Nl\ME'S WIlli DECEDEN'l" S
DIIU3HI'ER - IN -lAW, lJ\tJR IE GlIU3H1\N,
IN N.DJSl', 1995
6 $500.00 U.8. SAVINGS BOND 125.00 250.00 50% 125.00
II045903815EE PURrnASED IN ,JOINT
NI\MES Wl1H DECEDEN!"8 DI\lXlHTER-
IN-lAW, KATE GAU]-I1IN, IN N.DJSl',
1995
TOTAL (Also unlor on hna 7. Rocapitulatlon) $ 1 875.00
PAI5101
NIF UI1A
CllPYllglll Form. 5011.....,. Only, lU" ",Ieu, Inc, NY4PAlu1
(II InOIO UpUCO IS noodod, IIlsUl1 uddlllOllol shools oluurno SilO.)
REV-Uti [kIt'.")
COUUONwr Al 111 or I'l NNSVl \,/AWA
INttUlIJANC( lAk JlUUflN
flUiID[N1 UlCIO[NI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.... P,lnl or Typ.
FILE NUMBER
21-95-0936
..
ESTATE OF
NACMI A GAU:iHlIN
ITEM
NO,
A. Funerll Expen...:
DESCRIPTION
AMOUNT
1 PAR'lHEM:lRE FllNERAL HCME
2 Paul V. Gaughan, III-Reimburse for funeral luncheon
3 Grace United Metlx:dist Olurch-Rent social rcx:m for
funeral luncheon
5,770.70
160,15
100.00
!
, I
i
I
I
i
I
I
j
i
B, AdmlnlatraUv. Coata:
1. Personal RoplOsenlallvD Convnisslons
Social Socurlty Number 01 Personal RoprosonhUivo:
Yoar Commlsslona paId
0.00
2. Allomoy Foos
Name: JCN A. YOST
3, Family Exomplion
Clalman' Paul V. Gaughan, II
Addross 01 Clalman' ., docodon"s dooth
511001 Addross 511 Geary Avenue
3,500.00
Rolslionshlp Husband
3,500.00
City New C\unberland
St.to PA
Zip Codo 17070
4, Probala Foos
200.00
C. Mlscellaneoua Expenses:
None
PA15111 NfF '218
COPYllght FOfm, Sollwaf. Only, IRR.. N,h:o,lnc, N94PAI11
TOTAL Also onlor on lino 9, Rocs ilulotiO" $
(If more space Is needed, Insert addlUonalsheets or sIme sIze.)
13,230.85
-- ,..-. - '....... ..., ----.-
R[V-nU[Jr._tuu)
COMMONWEALltt OF' P(~NSVL VANIA
INtIERITANC( TAl "UURN
fUSIOENl DeceoeNT
SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES AND LIENS PI....Prlnlo'T .
i .
FILE NUMBER
21-95-0936
ESTATE OF
N/IDolI A GI\lGD\N
ITEM DESCRIPTION AMOUNT
ND.
1 wmw. PA HEMJroL03Y 20.00
-E:lCPI;NSE OF lAST II.mESS
2 aM-lIN:>S ASOCCIA'IES 80.00
-E:lCPI;NSE OF lAST lLUIESS
3 CAPITAL MFA PAIN MANI\GEMENJ' 108.50
-EXPENSE OF lAST lLUIESS
4 EKG AS9JCIA'IES 30.00
-EXPENSE OF lAST lLUIESS
5 SolI'IH KLINE BEEOlEM 21. 25
- LAB TE'Sl'S, EXP . OF lAST II.mESS
.,
PAI5121
NT' :1110
TOTAL Also onlor on 1111010, Race Ilulatlon
(II molD lIpOCO Is nocdod, InGOf1 addlllonpl shoets of Demo silO.)
s
259.75
COPYflghl FormISollwA'. Only, '1'4 N.lco, Inc. NII4PA12'
Page 2
Estate of: NN:to11 A GIlly"; Il\N
21-95-0936
sou.nJW .J, Part II .. '1',1)('1\)10 1k.'C!ucota
Item
No.
Nann and Jlddreou of Ilcllr~ficli1lY
Helationship
JIJrount
1 PIIUL V. GI\l.X]V\N, II
511 GEl\RY AVENUE
NE.W ctMBElUJIND, PII 1'/070
2 PAUL V, GI\l.X]IJ\N, In
812 Aau ROI\D
MECHANICSBUIlG, PII 17055
Sutviving spouse
52,202.97
0CfI/
1, 74B. 90
3 KEVIN J. GI\l.X] IJ\N
11739 OIlY HlVEI~ CUJll'J'
1lES'IOO, VII 22091
4 TIM:11HY W. GI\l.X] IJ\N
527 HIOOE.VIE.W flQI\D
DILtSBUIlO, PA 17019
5 BHIlIN J, ClIIU3HJ\N
109 ElIST ElMoO:lD SmEE:I'
MEaV\NICSBUIlG, PA 17055
6 EMELIE GI\l.X:;IV\N
527 HIOOEVIE.W flQI\D
DlLtSBUIlO, PA 17019
7 IN.lES p, GIIUlIV\N
1173 9 OIlY H lVER COOll'J'
RES'J~, VII 22091
B JOlIN F, G1\UlIIJ\N
11739 D1~Y HIVEl~ CUJlfl'
RES'J~, VII 22091
0CfI/
1,79B.80
0CfI/
1,748.90
0CfI/
8,832.16 *
ClRANl:lAU:m'ER
535.00
GIlJ\NOO:XII
535.00
GRAN1JSCt.l
447.15
9 WlDELINE E. GI\l.X]IJ\N
527 RIOOE.VIE.W flQI\D
DILtSBUIlO, PA 17019
10 LINn/\ BEl~
812 Aau ROI\D
MEaV\NICSBUIlG, PA 17055
11 JnI\NNE GI\l.X] IJ\N
11739 DRY RIVER ~r
RE'l'10>l, VII 22091
12 U\UIUE GI\l.X:;IIJ\N
109 EflSr FJ.M,o.(.Of) S'ml~I'
MEaIl\NICSBURG, PII 1'1055
GRANI:lAOOI-frE
464,30
FRIEl'lD
125.00
lJ..II.WiTER - IN- U\W
125.00
lJ..II.WiTER - IN- U\W
125.00
· Not of contribution toward funeral expense.
Estate ofl
N1\CMI A Q.I\U3HAN
SOtEOOLE J, Part A - - Taxable BeqUests
Item
No.
Narre and Address of Beneficiary
Relationship
Anount
-
13
KATE G/\U3HAN
527 RlOOEVIEl'l ROAD
DILLSBURG,.PA 17019
DI'JXlHTER - IN -I/IW .
.',)
-::
,
REV-lIMa EX. (0/05)
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
COMMONwr Alllt or
f'tNN!>YL\lAN1A
INll[ A11AtICt 1Ak n[tURN
Ilt51OlUl1)(CI-OI NI
Fllo Numbo,
ESTATE OF
NJlCMl ^ CllItJ:..OII/1N 21-95-0936
PART A: I:nlll1 Iho thlbCllpllOllltlld vnlllll oj nllln!llluhlU, lJollIllJ-.;pblu Dnd non~IB.oblo, rogardloss 01 laealian, (nol at deductions)
wluch pOtullO 11m dllcudulll'lI U\lI\liVllIg LpUU!iU by will, illlusll1CY, oporollon allow. or olhorwlsQ.
OOllClIplion ulllUln!l Amounl
I
1 52,202.97
II/II1IUS SlIVll'GS IWlK JIl^ C.I).'S LlSI'ED ON SCllEDULE E
Port A lulol: EIlI'" OIl.,UllluhoWIl olllhu lIIeo IluloliollOhoulllllho Doeodonllnfo,m.tlon Soellon. 52,202.97
Elocllon To Sub)oct Proporly To Tax Under Secllon 2113(A) As A Taxable Transfer By This Decedent.
It n !l1Iflt Of ulnllhu nllnnnlJllMJnl motllll tho luqullumonts 01 Section 211:J(A), and:
n TIIU 111101 Of Dln\ilnl RIIDngolllOnl ioUuled on Schedulo 0, and
b. Tllu vnlutl allIIn tlUnl 01 olmdol ollnngolflonlls clllorod In wl101D Of In pall as an assel on Schodulo O.
1111111 tho "I\I\OIIllOI'U POIU0l1PllUPlo501llnllvu may spocllicnlly Idunllly lho IIttst (nil or 0 IUlcllonal pOltian or percontago) 10 bo includod In tho
ulocliOIl to havu nueh \luul 01 oll111lo1 proporty Ilonlnd 09 0 taxablo transler In Ihis oslalo, II loss Ihon tho entlro value of Iho tru~t or similof ploporty
lu Illcludnd All A IAMablo II "nulOl on Schodulll 0, UlO porsonnl Toprosontolive sholl be consldOled 10 havo modo tho olochon only 8910 a traelion 01
1110 tlUol 01 Dlmll'" ftlfnngUI1'IOlll, Tho IlUmOlnlol of this traction Is oquallo Iho amounl at tho trus1 or similar ollongmonllncludod os 0 taxablo assol
on Bchudulu 0, Tho dOllon~nnlof 10 oquolto 1110 lotal value of tho lIust or sImilar arrangomont.
ELECTION: Do you oloel undo' s.ctlon 2113(A) 10 1'0.1 a. 0 taxablolran.'o' In Ihl. o.talo all 0' a portion at · \ruulO' .Imlla, a"angomonl
cre.ted for the 80le use of thlll decedent's surviving spouse during tho surviving spousals enUre lifetime?
YES D ND ~ Slgn.luro
Note: If theellcUon a lIe8 to more than Dna trust or similar arran
0.10
ement. then a se arate form must be 81 ned and flied.
Part B: Entor 1ho doscrlpllon and valuo 01 011 Intorosls, both taxoblo and non~taxablo, rogardloss ollocatlon. (nol of doducllol1s)
which pass to tho docodont's surviving spouse tOf which B Soction 2113 (A) olectlon Is being modo,
Amounl
Oonell lion 01110019
t
None
.f!!!!.!!TOlol 0.00
PA1649t NlF 1021
clIrvllghl Forml 5oltwll. Onlv, IglI~ N.lto, Ine, NII5PA4111
LAST WILL AIm TESTAMEIH
01'
liE IT KNOWN, Ih:1I I, Nauml 1:0. Gaunhan ' a
, I f .\ .IlIUi1y m Cumberl and .
!C~IlCI~IO 511 Geary Ave. New Curnberl'ln1" 'lIf~uulldllliml dlllllakcallddcclare
II1lhe Stale of Pennsylv.ania ' 1~1Il1l , " V'II" I (' ,I' "I"
this 10 be 111)' 1.0151 Will IIIllI TCSI:Ullellt expressly rc\'okll1g all lilY prior \ I ~ am .Oulet S ,II
allY lime llIade,
I. EXEClJTO!l:
I aJlpoilll Paul V. Gaunhan III,. ,of. Ha.rri~,b~~~.
PA . as ExeCUlor of Ihi1i my Las! Will am11 eSlamcnl and provide If 111IS Executor
is unable or unwilling 10 SCNC Ihcn IlIp)lOII1I Bri an J. Gaughan ,
i b' PA as altcrnalc Execulor. My ExeCUlor shall he aUlhorlzc,IIO carry
LeWo~t :I~~rrbvisions of this 'Will i\llll POlY my jusI debls, oblignlions IInd ~uncr!11 expenses. I
funher provide my ExeclllOf shallnol be rCIJuired to pOSI surelY bond In IhlS or "ny other
jnri~diclion, and direcllhm no expcn appraisal be llIade of my eSlate unless rcqUlred by
law.
II. BEQUESTS:
I direcllhal aflcr paYllIenl of all my just debts, my propeny be beqncathed in lhe
manner following:
Diamond Ring with two stones each side to James P. Gaughan (Grandson)
Diamond Ring (Sol1tare) to Emelie C. Gaughan (Grandaughter
Mother's Ring to Madeline E. Gaughan (Grandaughter)
Watch to John F. Gaughan (Grandson)
Bonds and certificates that are made out to me and one other person. The person
whose name is on the bond or certificate receives that item.
Any cash in the safe should go to my four sons equally.
1 would like Tim to get the Cuckoo clock, Brian the corner cupboard, Kevin
teh Piano and Paul the safe. (Grandpas),
Thi s will is made wh il e PAUL V. Gaughan my husband, I s still 1 I v i ng and is
based upon my death preceedlng him in death. The houses and cars and other assets
will go to my husband with the provision that upon his death all of our wDrldly
assets will be divided equally among our four sons.
In the event that we both die at the same time, (accident) or whatever, our
entire estate is to be divided amoung the four sons equally with all four
sons getting together to discuss how to divide it. No Bickering please. only
love.
My IRA's should be divided among my four' sons.
P"IlC _ of _'
'/I~"t"",,~, 1/ /I.....f./".~
,
,
,
I
I
I;
. -
If I PIIIH" AWI.1' wlt.h 1111' 11111'<)"11101 (:"""\''''nl I. ull III\' w"I'loIlI'
l='(let~A~Btr.II1H with \lll~ P.XG€f)..t,l"-lI} lIt 11\,., Ihilh~;~: '::.l"t.#Jdv
mr;III,jr'netl allolllo1 Ii" dlvld.'1I "'I"" Ilv 1.111"'"1 11,\' fml/' 1""111">. 1'1.111
I I I. Kevin. Tim ,"ld 1l"IIotIl.
If none (If t.IH.m Wi,nt, I,,, Ill'" 101 !oI1 11"".,.\,. JI In I,f) h", /luJd
hod the 11rt:1ceedA to bf- dlVid(~d Ilrn"III'~ t.he tr.lllt' Hnnn. I:ttl(~t.
eXJlt;otlHef:5. 1'hf.4 Pl'III-'~t.t V ,,1, tt~:;. 15::.,1 f-J/.JI'kr" :.:r,"""(:tt/, 1.",II(1VOf:'
t;he,"1 d Ii" k",f'l. "f; kn J IIvl1Hlm'",l w \ t.h 'J'III' h'",dl I IIp' L.h'" lI[.okpf'P
c.f Lt, &nd h,dnll l'rdmllllrfiQd '"I' hlu t.lmr:. ThF1 monthJy
pror:...eda /tft.fol' 1~~:pF.<nf<"a ,,11'-'11 J d hr.. d i V I 01,.'/ ,..,'1' I,d 1 V hI'< tW""'I' l.hr:
fOllr RMW. In t.hr't ,,'v>Jnt. th"l, V('II tlri"l( II d,'.'lIl'! 101.' IOi.loI,
t.hrm tho PI"~(,I1",dn shollld lor: d 11'111..,/ r":,, I', II \' iII"""~' 1.1", t(JIlr
sonu. l.'orA fllllJullI Iw "J.'r'I'(OI({f~d 1J/10I I t "II\' on.> ...J." 1,10,;, LO,)n~:
Wl.tlltR th.: ClIl'a lh,:y should 1II.(;'r.'L.ic.t.e wi t.h t.hr;dl' 1.,rot,hl:I'R for'
U'''IlI.
Hm.lf;f':hold Inl'n I f;hl nil'" BlwlIl rl I..F.: d j v I. Io:.ol ,'''n'.,,,,mt t.lw T 0"0111'
fl(JOfl. '~"f.'h (,on... t"kln~ will.!. they w/tnt., 'I'''>J t.hLnl!ll l.tOf,I. tho;'y
drJ nrJ\.. wf.lnt slr')IIJd be Hold 1.1110:1 I.h,: Iw'nl,-:;: o:Iivld,..d F.:<:i 1I 101 Iv
ho:.twee.n the tOlllr l'lo;.nR. HI.I AI.It:'I'/OU. PIlI., (\11 lid in lll,.. r".r'O;-I'
and sell it thllt way. If I1IJII': cd L.h... SIJllfl w(.nt. thr~ Rlllt "nd
p"~'pel' ()oller:l.lon. U; If: t".1 1'1.., dlvidr-d b"'I.\~pr-n m~' [;j :':1 "l'f;.
Mary (,IJU I.nll Lilll/1n. 11y t:lotlrin[(. ,."hQ',s I,nol P'H'Elf',<' f;Ir,"lIl,l
be divided betw~lf.m my C:liat"r's. It t.hey dr, nQt want. I.hem.
dona ta to the S61 I'll L.Ion Army c.'r I.r, HI. I. L.p.rerl WQmen Assof.:.
The ailver'wl.tre should p'O 1;0 ,)""nn r:lIlIJghal1. t.he China In t.he
hutch to Kate Gf.llIphall ..nd the oryatal to Lind... The crystal
in th", m88ter bedroom on !.he cloRet Bhelf goes to Brian.
My greatest desire if; to keep my f~mi1y C1DRS tousther
always. nu flp,ht.s. I\IWr.1~'S rel:ldl' t..:. ttEolp on<r "lOot.hel' .:.,,1. I.he
same aB when] war... "mongut y':tI1. A]w"~'n love, .mE' looc'llr...l'. lilY
!rJur sons. df.l\1ghters..ln JIM alld I!.rf.ll1dr.:hi I 01 "'.1l1, 'I'hF.:r''': w...s
nothing in thia world t.l11.I1' lrlfofJIlL. tIEl lIluch toO:' III" 118 Y')I.l, I.ll Cot
you. I knrJW t.httt ( wIJf1n't, the o.r-r:I.1I;F.!sl, Nr.ther 1.1l th... w,)!'ld
but I did eivr: I I. my bo'1/?o1 llh.:o\"" [t"Vf.' yo:,u ~oJ I VAI'Y lIIu,:'h I)nd
beJiftve me. 1 will Itlwl.1Yf: I,... 1,)I-,lllng rlO:oWll (d. yuu l-oJdng "/ire
of you. IHopefully, lookilljJ. down r.md lIul; up).
I tr'i"d 1;0 f\ltVt: I.. II tl.le f;0mp.l.hlng for my p,r..ns nnrl
grl.nclc:hlldrl'lfI. [ did th" hest I r:ould, l.hlt; 11/18 1l.',I.hing t,r) dr,
with your tllther'. L.h!B I did 01l wlwt I f."H'nod. You wi 1J find
p.lt.hel' IJ cf:tr.tifli:llLe or' hond in YOIII' nallle III 1.1"" f:lllf". \~I";1l
r pUrCh!lRed thftlll I W/J8 eo.lne wll;h th... laI!:"hf1flt. Int(,I,/;,;"t l';ol,.~
so thftr",fr,re. Ii",,,, L.h... dlfiftrl.'Ili't'o wlr,;,tI',,,,1' t:oI' nr,t Y':'" \'('O:'o-iv"
'-' bUild ,,,. ,;'el'ti[h'l.tl.t:.
J
,
i
.
.,
IN WITNESS WIIEHEOJ!, I hllve hcreunlo sClm)' hmullhis // ~i1)' of
1 .r ..... _,199,) ,10 lhis my Last Willllnd TCSlmncnl.
.. Qo I .....
~~-..u.., /I. )/a4<-q~
Siglllllure ---r;-
III. WITNESSED:
TIlis WI Will and Teslllmcnt of
was signed and declared to be the siglllllories Last Will and Testament in our presence and
at the signatories request and in the signatories presence and in the presence of each other,
we do hereby witness same on this If iJ... day of S<.pi , 197'3 .
':\~'l<.t, \\~( Il')x' ~(\ (~\(\ 1,1" ,I. \.... ((t\ (\J,,,;, e" ,,,,I 'nl','I,.
Witness Signatun! Address \, ,.\ \ 1(' -, G
qq rx.d UtJl.K /!d. Mt.LJ CurnbtJrind 121
Address t nOlO '
31 (JiJJ If' k ,Q NWCrJ-J fj,
Address I (0 TO
ACKNOWLEDGEMENT
Date: q -II-q 3
STATEOF PJL.
COUNTY OF Lf rJL
Before me, the undersigned Notary Public, personally oppeored the obove
Signalor ond Witnesses, respectively, known 10 mc or snlisfaelOrily proven to be the
person whose namcs are subscribed to this instrumellt. 'nlese persons, being duly sworn,
did hereby declare thot Signator signed and executed this instrument as Signator's L.osl Will
and Testament and hlld signed willingly or direeled anothcr to sign and executed it as
Signalor's free and voluntary oct for the purposes therein expressed, and thlll each of the
Witnesses, in Ihe presence of Signator, Signed this Last Will and Testamcnl os witnesses
and thaI 10 Ihe best of their knowledge, Sigllator was at the time an odulr, of sound mind
ond under no constraint or undue inOuence, This instrument was subscribed, sworn and
acknowle<lged before me.
C/U-l-to~LtL
NOlary Public
My Commission Expires:
Page _ of _'
C~_..~.._._-
"'U.IlLlI~.~',11
CNoIA .1tl'.III,Nc-.t:..r/I\1l1c
FlW\"lWlA ,"Ofk(~lfIl'
~r~~~ ~~:~~:~=!~r03
Murh..f, r,;fJI:../o/.Jl..1 A.'j,l~::'I:,c.Jllot Jt.-ttItlS
,!flltll (tJ/~'r.1 ,y'
YIlST & o'\\'IIISIlN
lZO Wlc~T ('IIIK'OI.AH ^\'I:Nllli
1'.0 IIOX 4)1
llIiRSlIH\', I'ENNSVI.VMM l7tm.(l4l1
JON ,\. YOST
JOliN s. IJAVIPSON
M^RK ^. 1I0YHR
11111'I\l1~1'
117.m.5ICl1
I'A'
711.534'12~l
June 16, 1997
Register of Wills
Attention: Sue
Cumberland county courthouse
carlisle, PA 17013
In Re: Estate of Naomi Gaughan
No. 21-95-0936
Dear Sue:
please find enclosed herewith my check in the amount of
$15.00 representing the filing fee for the pennsylvania
Inheritance Tax Returns which were forwarded to your office
last week and which you received on Monday, June 16.
Thank you for your assistance.
Sincerely yours,
":tOST & DAVIDSON
uy:
JA":tlsat
Enclosure
97LT16
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
BUREAU OF INDIVIDUAL TAKES
INHERITANCE fAK DIVISION
DEPT. 210601
HARRISBURG. PA 1712'.0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
1l1'I'CI'" ,,, III.".
l
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-15-97
GAUGHAN
11-25-95
21 95-0936
CUMBERLAND
101
NAOMI
JON A YOST ESQ
320 W CHOCOLATE AVE
PO BOX 431
HERSHEY PA 17033
Allount R...Uted
~ 'j, (.?
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER DF WILLS
CUMBERLAND CD COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
..........." .... ...._ ____.._.._..:-__~,__,"';::'''"..::_7:,;::~,~,::,:JL'7:;.n ::~.!,.-.,....,:~,:,-;"'",~-""-~" ......-..-----------..-.... ..-.. -...... ......--. .. -..- -. '~,......
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NO, AA211420 IIIVII"""""
COMMONWEAl1.. or fJENNSVI-VANlA
orf'AntMtNT or REVENUE
BUREAU OF INDIVIDUAL TAXES
O[l'T 28(}(;OI
ttAnAlsouno. PA 17128.0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
.
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
YOST JON A
320 W. CHOCOLATE AVE
P.O.BOX 437
HERSHEY" PA 17033-0437
101
"1.\107.B!\.
fOlDtlERE -
ESTATE INFORMATION:
filE NUMBER
"I -1 "95=0236
NAME OF DECEDENT (LAST!
C::Stll-W"-i:!"-9Q55
IFIRST!
IMII
---GQUG~~N-NAOMI ~
DATE OF PAYMENT
___6L1:JJ...97
POSTMARK DATE
__bf.J':7..1.97
COUNTY
TOTAL AMOUNT PAID
'" 1 ,007.86
-----CUM R I'" RI ANn
DATE OF DEATH
SK
'..Yi . ~-) o_~
J/fU"~~
~
REMARKS PAUL V GAUGHAN
C/O JON A YOST
SEA~HECKIl lib
RECEIVED BY
III
ESQ
MAR V C. LE~
REGISTER 0
HEGISTEI1 or WII.LS
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN"DC
ACN
~~~
t~'
C'
BU: :.U OF INDIVIDUAL TAMES
IHIlERltAHC[ tAx DIVISION
'';PI. UOttOI
Il,lARISBURO, Pol l7ua'OftDl
III.IU_III" III.'"
BRIAN J GAUGHAN
845 HECK HILL RO
LEWIS BERRY
09-09-97
GAUGHAN
11-25-95
21 95-0936
CUMBERLAND
184-24-9955
96106083
Anount R.nltt.d
NAOM I A
PA 17339-0000
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CUT ALONG TMIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (03-97)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 09-09-97
ESTATE OF GAUGHAN
NAOMI
A DATE OF DEATH 11-25-95
COUNTY
CUMBERLANO
FILE NO, 21 95-0936
ADJUSTMENT BASED ON:
S,S/D,C, NO, 184-24-9955
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
96106083
FINANCIAL INSTITUTION: HARRIS SAVINGS BANK
ACCOUNT NO. 07-02-129309
TYPE OF ACCOUNT I (X) SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-31-93
Account Balance .00 NOTEI TO INSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tax .00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions ,00 PAYMENT TO THE REOISTER OF WILLS
Taxable Amount ,00 AT THE ADDRESS SHOWN ABOVE.
Tax Rat.. X .15 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Due ,DO TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID ( -)
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE ,DO
INTEREST AND PEN. 0
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN n, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREOn" ICRI.
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I
PAVftEHlI
D.'.ch the top portion of this HoUel and Iubtllt Iflth your p.Ylent ..s. p.,abll to the nM' " eddr...
prlntMl on the rev.,.. .Id..
.. "...... check or HMY C1~rhr p.,lthl. tal RECISTER or WILLS, ACE NT .
REfl>>lD (tAl. A refund of . tal< ("IC . which w., ""~I rlCI'M.t.d on the T.lC R.turn, .., bl r.qu..t.d by coaplatlne an
"Application for Rafund of P.,vl.,h,lInla Inha,.ltanca and Elt... "It" (REV-UU). 'ppllcatlon. ar. Iv.llabl. .t
lll. Offlu of the R'lIhhr of Willi, ...., of thtl n A.v.nu. Dhtrlct Office. a,. froe the Depart.ant'a "-hour
........rlng ..rvlce "...,. for for., ord.rlng. In P~"lvanla l-aOo-562-Usa, outllda PaM.,lvenl,
and within locII Hu,.hburg ar.. nU) 187-a094, 'DD' 1717l 771-1152 Wurlng IlIpalrad only).
REPLY TDI
Due,tlonl r...rdl", .,.ror. contllnld on thl. natlc. ,hoUld b. .ddr.'.~ tal PA Deplrtaant of Rlvenue. Burlau
of Indlvldu.l ...... ATTHI Put ........nt Rlvlllf Unit, D.,t. 210601, Hurhbur., PA 17121-0601, Phone
e7l7l 717.6505.
DlltDllt'.
If an, tn due Is p.ld Iflthln thn. (J) cal.ndar .onth. .,tar thtl d.cadent'. etalth, . flv. p.rcent en) discount
of thl tilt p.ld I. al10Nld.
PEHAlTVI
Thl 15X t.. .an..t, non'p.rtlclpatlon p.nalt, II eoaputld on the tot.l cf 'h. tl. and Int.r..' .......d, ~ not
paid Mfor. JIlI'IUIt, II, 19", the fl,.t d., aUu tha MIl of tha t.. llIftllt, pulod.
IHUAUT I
Int.r..t I. ch.r,.d ba.lnnlng with flr.t da, of dlllnquency or nln. C,. .onth. Iftd on. el) d., 'ra. thl data of
da.th to thl d.t. of p.,..nt. T.... Ifhlch b.c... d.llnqu.nt b.for. Janu.r, 1, 19., b..r Int.r..t at the rlt. of
.1lC e6X. p,"cant p.r ~ c.leuhtad It I dill, r.t. 0' .0001". All t.... which b.c.. d.llnqu~t on and IftU
J~r, I, l'IZ ifill ba.r Int.r..t .t a rat. Which will wlr, fro. e.land.r ,..r to c.lend.r ,..r with that r.t.
announced bW thl PA Oap.rt_ant of Rlv,nu.. ThI appllcabl. Intar..t rat.. lar 1..2 through I.., '''.1
V..r Intar..t ht. Dllh Int.r..t FltCta,. V..r Intar..t Rat. Dally Inter..t r.eta,.
1912 zax .000541 19" OX .00U4'
1915 .OX .OODUI l"a-l"l IIX ,000111
I.., m .000501 1991 'X .OOUU
1..5 ISX .DOOSS6 199'-199' 7X .001191
19" .OX .00027' 1"5-1997 'X ,OOUU
"-lnta"lt la e.lculatld .. foUow"
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAlLY INTEREST FACTOR
~l
I
....an' Notlc. Inuad aUar the taM b.eoa.. daUnqu.nt ifill relhct WI Intar..t ulcul.tlon to flft.an US) d.,.
b.,ond thl datI a' thl .......ant. II p.r.ent I, ald. .ft.r thl Intar..t coaput.tlon data .hewn on thl
Hotlca, additional Int.r'lt .u.t b. calculatad.
.
......"'0..'...' ~)ll~
. ~ IId.r-\l\
- ~"f'lr~
. COMMONWEAlTH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
IURlAU OF INDIVIDUAL TAXIS
DEPT,280601
HARRISBURG, PA 17 28,0601
fCEDENT'~ NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
tbL.\
~::NU~~_ o93~
9(/0 tLJf /
EXPLANATION OF CHANGES r; (/O(J>2.J 9 t./lJt lJ:tE...
are bolng odJuoted to reflect zero t6x due oince
on the probate return.
" SCHEDULE
ITEM
NO.
Above-referenced ACNes)
they have been reported
,-
- '".,'" .-.... "-'~"'>'
, ..
Jj), Yo;
-_.~
';t ,
"
,;I-/, :~:f-
PAGE
"
(j
"
" }(~.1
PAYHEHT I
Dltlch the top portion of thh Notlcl Itnd .ublllI with your p.y..nt ..d. p.y.bl. to the n... Iftd add,....
prlnt.d on thl r.v.r.. .Id.,
..- H..... chick or .oney ord.r pay.bla tal REGISTER OF WILLS, AGENT.
REFUND (CR)I A refund 0' . '.x cradlt, which .... not raqua',ad on the 'IX Return, '1'11' b. raqua.t.d by co~l.tl"1 ~
"application for R.fund of P,nn,ylvanl, Inh'rlt~. and E,tat, T.." CREV-ISIS), Appllcatlona ar. Ivallabl. at
thl Of,IcI of thl RIII,'ar of Willi, any of thl IS Rav.nul DI.trlct Df,lc.. or 'rot the D.p.rt..nt", "-hour
an....rlng ..rvlel ~b.r. for for.. ordering I In P.nn.ylvanla l-IOD-S6Z-20S0, outslda Pann,ylvanla
~ within lOCI. Harr..burg .r.. (111) 7.'.'09~, TOO' .'17. 71Z.1252 (H..rlng lap"rld only).
RtPL\' TO.
Duestlon. rl.lrdlng .rror. cont.ln.d on thl. not Ie. .hould b. .ddr....d tal PA D.p.rta.nt of A.V.nul, lur.eu
of Incllvldu.1 r.u., ATTHI Past A.......nt A.vl... Unit, D.pt. 210601, H.rrllburg, PA 17UI-0601, Phon'
t717J 787-6S0S.
D1SCDUNl'I
If an~ t.. due I. paid within thr.. (SI cal.ndar aonth. .ftar the dlc.d.nt'. d..th, . flv. p.rc.nt CSXI dl.count
of tha t.. paid I. allowld.
PENALTYI
'h. IS~ t.. .an..t~ non-participation panalt~ I. co.putad on the total of the ta. and Int.r..t .......d, and n~t
p.ld bafor. J'nuar~ 18, 1996, th. flr.t d.~ .ft.r tha .nd of the t.. aan..t~ p.rlod.
IHJERESTI
Int.r..t I. charg.d baglnnlng with flr.t d.~ of d.llnqu.nc~ or nln. (91 lonth. and on. III d.~ froa Ih. d.l. of
d..th to the d.t. of p.~.ant. T.... which b.c... d.llnqu.nt b.for. Janu.r~ I, 1'12 b..r Int.ra.t at tha r.t. 0'
.Ix 16X) parc.nt p.r annUl calculatad at a dally rat. 0' .000164. All ta... which b.ca.. d.llnqu.nt on and aft.r
Januar~ I, 1'82 will b..r Int.r..t at . r.ta which will v.r~ 'roe eal.ndar ya.r to caland.r ~.ar with that rat.
announc.d b~ tha PA D.partaant 0' R.v.nu.. Tha appllcabll Int.r..t r.ta. 'or 1'12 through 1997 .ral
V.ar Int.rut Rata Dally Int.rllt Factor Yur lntar..t R.t. a.lh Inlarllt Factor
I'll ,U .00U41 1987 .. .000247
191.5 16' .DDOUe 19....1991 11;( .OOUOI
1ge4 llX .DOUOl 1992 .. .000247
1915 u. .DOUS6 199)"1994 n .00al'2
1986 10lC .000274 1995-1997 .. .000247
"-Inlar..t II calculalad .. fallow..
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
."Anv Hotlc. I..u.d .'tlr tha t.. b.co... d.llnquent will r,'I.ct an Int.r..t calcul.tlon to fl't.an liS) d.y.
b.yond th. d.t. of thl a.......nt. I' pay.ant I. .adl aftar thl Intara.t cOlput.tlan data .hown on the
Hotlcl, additional Int.ra.t lU.t ba c.lcul.t.d.
r) /) I.)
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INUERITANCE TAX
RECORD ADJUSTHENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
SSN/DC
ACN
C--
~*
BUR.AU OF INDIVIDUAL TAXES
uunlt"Ne[ lAM DiviSION
I .Pl. IID6Dl
IIARII I UUtf 0, Pi 11UI,o.OI
'"'111$11''' III.'"
BRIAN J GAUGHAN
845 HECK HILL RD
LEWISBERRY
PA 17339-0000
09-09-97
GAUGHAN
11-25-95
21 95-0936
CUHBERLAND
184-24-9955
96106081
AMount R.nltt.d
NAOMI A
MAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
---------------------------------------------------------------------------------------------------.------------
REV-1604 EX AFP (03-97)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 09-09-97
ESTATE OF GAUGHAN
NAOMI
A DATE OF DEATH 11-25-95
COUNTY
CUMBERLANO
FILE NO, 21 95-0936
ADJUSTMENT BASED ON:
S,S/D,C. NO, 184-24-9955
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORHATION
ACN
96106081
F I NANC I AL I NST nUTl ON I HARRIS SAVINGS BANK
ACCOUNT NO. 01-16-124368
TYPE OF ACCOUNT I () SAVINGS ( ) CHECKING ( ) TRUST (X) TIME CERTIFICATE
DATE ESTABLISHEO 01-19-88
Account Balance ,00 NOTE: TO INSURE PROPER CREDIT TO YOUR
Percent Taxable X 0.500 ACCOUNT, SUBHIT THE UPPER PORTION
Amount Subject to Tax ,00 OF THIS NOTICE WITH YOUR TAX
Debts and Deductions ,00 PAYMENT TO THE REGISTER OF WILLS
Taxabla Amount .00 AT THE ADDRESS SHOWN ABOVE.
Tax Rate X ,15 HAKE CHECK OR HONEY ORDER PAYABLE
Tax Due .00 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID ( -)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS TIIAN U, NO PAYHENT IS REqUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT"
YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS, I
,00
,00
o
ICRJ,
r-
,'-.-J
r-
p,
PAVPtENTI
r'-.
Dat.ch thl top:partlon D'~thl. Hotle. and lubalt with your p.y.eftt .~. paYab1a to thl "... and addr...
p~'I-nt'd on t~ nv.",i.i(~.
.. "_I check Dr ltOftIIy ordar paYabla tal RECISTER OF WILLS, ACENT.
REFUND (CA)I A r.fund of . tax cradlt, which w.. not r.qua.tad on the rlx Aaturn, ..v b, r.quel,ad by cDaplatln, an
-,ppllcatlon for R.fund of Penn.ylvanla Inharltanc. and [It,t. 'I.w CREV~IJIJ). Application. .t. .v.ll~l. .t
thl af,lcI of the AI,I,ta, of Will., any of the IS .Ivanua Dlltrlct O"lc.. or fro. the Departaant"1 '4.hour
an'wlrlng ..rvlcl nuabar. for '0'" ordarlngl In Plnn.vlv.nla l-IOO-)6Z-2D50, out. Ide Pennlvlvanla
and within locII Harrl'burg .t.. e7171 7.7-aO'4, TOO' (717) 772-t252 (H..rlng 1.,.J,ad only).
REPLV Tal ou..tlon. rl,lrdlng .tror. cont.l~d on thl, notice .hould be .ddr....d tal PA O.p.rt..nt of R.v~, lur..u
of Indlvldu.1 '..." A"HI Po.t A.......nt A.vlew unit, O.pt. 2'0601, Harrl.burg, PA 1712'.0601, Phone
1111' "'.6505.
DISCOUNTI
If .nv t.. du. I. p.ld within thra. (Sl c.l.nd.r lonths .ft.r the d.c.d.nt's d..th, . flv' percent 15%1 dl.count
of the t.. p.ld I' .llow.d.
PEHAL TVI
Tha lS:C t.. ..,..tv non.partlclpaUon penaltv II coaputed on th. tot.l of the tI. end Intlr..t .......d, end not
paid bafore Januarv 1', 1"6, the flr.t dav aftar the .nd of tha tlM aan..tv p.rlod.
IHUAUTI
Int.r'lt I. charg.d b.glnnlng with first dav of d.llnquencv or nlna (,) aonthl and one (1) dav fr~ the d.ta of
d..th to tha deta of plv,ent. 'I..S which blea.. d.llnquant blfor. Janulrv I, 19.2 b.ar Int.r..t at the r.ta of
II. (6:C' parcent p.r annua calcul.t.d It . dally rat. of .000164. All t..a. which bac..' delinquent on end .ft.r
Janu.ry 1, 1"2 will b.ar Int.rast at . rata which will varv fro. caland.r v..r to cal.nd.r y.ar with that r.t.
announcad bV the Pi Dap.rt,ant of A.v~.. Tha .ppllCabla Int.r..t rat.. far 1'.2 through 1'" ar.1
Ya.r Intara.t A.ta O.lly Int.r..t F.ctor Yaar Intlr..t Rat. O.llv Int.ra.t Factor
1..2 ..X .00054' 19., 'X .000241
I'U l6X .00041' 1....1"1 llX .000501
1"4 llX .000301 I"Z 'X .000241
1915 UX .OOOSS6 1"'.1"4 7X .000192
I'" lOX .000214 1995.1'" OX .000241
"-Int.ra.t I, c.lculat.d .. followsl
IHTEREST . BALAHCE OF TAX UNPAID X HUHBER OF DAYS DELIHQUEHT X DAILY INTEREST FACTOR
".Any Hotlce luuad .ftar thl tlM baco... d.lInquant will r.flact an Int.rllt calculation to flftaan us. d,VI
bavond the d.tl of thl .......ant. If p.y.ant I. .eda .ft.r tha Int.r..t coaputatlon d.ta .hown on thl
HoUca, additional Intara.t lU.t be calcul.tad.
I,", 'I') ,'J
,"') 1.1 0/'1
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IHU[RIUH(( TAW: DIVISION
DEPT. 2'lIDul
IIARRISlUAO, PA 11IU-O.OI
NOTICE OF INItERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
JON A YOST ESQ
320 W CHOCOLATE
PO BOX 437
HERSHEY
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
AVE
PA 17033
09-15-91
GAUGHAN
11-25-95
21 95-0936
CUHBERLANO
101
A"aunt R."ltt.d
["-'''
,*'
"'."""tU 111'''1
NAOHI
A
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTF~ CO- WILLS
CU~~cRLAND CO COURT HOUSE
CARLISLE. PA 11013
CUT ALONG THIS LINE ~ RETAIN LOWER POR~ION FOR YOUR RECORDS .....
REV: i54i-Eif" "Fpur iii-:m--iirii"icni"uiN'HEifi rANcE- i"Ax-iippjiiiisEHiii:r;- "LrciiiAifcE -iili--m ------ - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF GAUGHAN NAOHI A FILE Nt. 21 95-0936 ACN 101 DATE 09-15-97
TAX RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RtTURN
1. R..I E,t.t. (Schedule AJ 11)
2. Stock. and Bonda (Schedule 8) (2)
3. Clo..ly Hald stock/Partnership Int.r..t (Schedule CJ (3)
4. "ortvagaa/Not.. RecelYable (Schedule OJ (4)
s. C..h/Bank Deposlta'Hi,c. Parlonal Propert, ISchedule EJ 151
6. Jaintly Owned Propert, (Schedule f) 161
7. Transfara 'Schedule OJ (7)
3. Total A...t.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funaral E"pan.../Ad... COlh/MlIe. EMpa",.. (Schadul. H) 191
10. Debt,/Hortgaga Liabiliti../Lien. CSchedule IJ CIOI
11. Tot.l Deduction.
12. Het V.lu. of T.M R.turn
15. Charit.ble/Govern..ent.l Beque.t. CSch.dule JJ
14. Het V.lu. of E.t.t. Subject to T.~
I CIIANGED
.00
.00
.00
.00
63,777.97
16.650.81
1.875.00
leI
13.230,85
259.75
Ill)
1121
(13)
ll41
HOTEl To in.ur. proper
credit to ~our account,
.ubeit the upp.r portion
of thi. for. with your
te~ p.~...nt.
82.303.78
13.490 60
68,813.18
,00
68.813,18
NOTEI
14, 15 and/or 16, 17 and 1B will
returns assessed to date.
If an assessment was issued previouslY, lines
refloct figures that include the total of ~
ASSESSHENT OF TAXI
15. Anount of Line 14 .t Spou..l
16. Anount of Lin. 1~ taxable .t
17. AMount of Lin. 14 t.~abl. .t
18. Prlncipel TeM Du.
rat.
Line.l/Cl... A r.t.
Coll.t.r.I/CI... B rete
llSI
ll61
(171
TAX CREDITS:
PAYHENT
DATE
06-17-97
RECEIPT
HUHBER
AA211420
DISCOUNT I')
INTEREST/PEN PAID 1-)
,00
52.202,97 X ,00,
16,485,21 X ,06,
125.00 X ,15.
ll81
AHOUNT PAID
1,007,86
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-18-97
,00
989,11
18,75
1.007,86
1,007.86
,00
73,69
73,69
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS TitAN .1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND, SEE
c-
R[stRVlnOHa htat.. 0' deud~'.! ~'"' on or be'on Dace"" Il, 1911 .. If W'ly lutur. Intar..' In the ....t. II ,ransf.rred
In pa.....lon or enJo'.'n' to Cia.. . leall,'.r.l) beneflcl.rl.. of thl dlcadent .,t., 'hI ..plt.tlon of an_ 1.I,t. 'or
llf. or for v..r., thl Co..onw..tth hat.by ..pr..,l, rl.ltVI' thl right to .ppt.t,. and ...... tran.f., Inn-tlt...e. tl...
It thl lawful Cl.... (collahr.ll n" on MY luch future Int.r..'.
PURPOSE OF
NOTICEI To fulfill thl reqult...nt. of Slctlon 11~D of thl Inherlt...c. and [,tat, ,.. Act, Act 21 of 1'95. 11' P,S.
s.ctlon nUl.
PAYKrHTI Detlch the top portion of thl, Notlcl and ,ubalt with ,our ply..nt to thl Algls'" of Willi prlntad on t~ rlv.r.. .Id.,
..."_. check or lIOn'., order p.,.aJl_ tal REGISTER or MILLS, AGENT
REFUND (CRII A r.fund of . t.. cr.dlt, which w.. not r.que.tad on the 'a. Aaturn. .ay b. r.que.tad by co.platlng 8n "Application
for Aafund of P.,..".ylvenla '''''arUence end Esht. fa.- (REY'UUI. Application. .,.. .y.Uabl. .t the Dfflc.
of the R.gl.t.r of Will., any of the ZS R.y.nua Ol.trlct Dfflc.., or by calling the spacial l4'hour
en...rlng s.rvlc. ~,.. for for.. or~rlngs In pann.ylyanla 1-IOO-S6l-l0S0. out.ld. P.nn.ylyanla end
within 10c.1 H.rrl.burg .raa e71') 717'10'4. foot (f171 77l-ll5l (Hearing lap.lr.d Onlyl.
OBJECTlONSs Any p.rty In Int.r..t not ..thfl.d with th. appr.I...ent. ,UONanc. or dlullowanca of d'ductlon., or .......ant
of t.. (InclUding dl.count or Int.r..tl .. .hown on thl. Notlc. ~.t obJ.ct within .l.ty (601 day, of raCllpt of
this Notln byt
.-.,rltten protl,t to the PA D.part..nt of RIVlnuI, Bo.rd of App..ls. Dlpt. ll10ll, Harrl.bur., PA 171ll-IOll, OR
.-alactlon to hi.... thl .Itt.r d.t.r.lnld .t .udlt of tha .ccount of the p.r.onal r.pr...nt.tl..... OR
--appeal to the Orphan.' Court.
ADMIN
IIfRAflVE
CORRECT IONS I
DlstOUteT I
F.ctual arrora dhcovar.d on this ........nt .hould b. .dd,.....d In writing tos PA D.p.rt.ant of R,v.nue.
Bur.1Y of Indlyldu.l T...., AllNI Po.t A.......nt A....I.w unit, D.pt. 110601, H.rrl.burg, PA 1711a-0601
Phone UI7J fl7-6SOS. S.. PI" 5 of the bookl.t "In..ructlon. for Inheritance T.. Raturn for I Ruldant
OIC.~t" (REY-ISOlI for an ..plan.tlon 0' .d.lnl'Ir'Ilv.ly corracl.bla .rrors.
If any ta. due I. paid within Ihr.. {SI c.l.nd,r lonlh. afl.r lhe d.c.denl's d..lh, . flv. p.rcant {S~I dllcount of
thl ... p.ld II ,UDWad.
ThI 15X t.x .-na.ty non-parlJclp.tlon PM.1Iy Is coapul.d on the tDt.1 of lhe hx .-,d Int.rut ......ad, .-,d nat
p.ld bafor. Janullry II, 1"6, Ih. fI,..t day .ft" Ih. .nd Df thl h_ ...,uty p.rlod. This non-p"Uclp.tlon
p~lty I. appealabla In the .... .annar ~ In Ih. the .... tl.. p.rlod .1 you wDuld .pp..l the t.. and Int.r..t
th.t hal bean .......d .. Indlc.t.d on thl. not Ie..
PfNAL TYs
I"URESTI
Int.r..t I. ch.rg.d b.glnnlng with flr.t day Df d.llnquency, or nlna e'l ~tha and one ell d.y 'roe thl date D'
d..th, to the d.t. Df p.y..nt. T.... which bacaa. d.llnquent bafDr. Janu.ry I. I'" b..r Inl.r..t .1 IhI r.t. Df
IIx ('X) percant p.r IIV'IUI calcul.t.d .t . d.lly "I. af .00Dl64. All t.... which b.u.. dallnqu..,t on Ilnd a"ar
Januarv ., .,IZ will b..r lnt.r..t .1 a r.I. which will v.ry 'roa c.l.ndar v..r tD c.land.r v..r wllh that rat.
announcad by thl PA Dep.rtaent of A....anua. ThI appllcabl. Int.r..t ral.. fDr I.IZ through 1997 .r'l
!!!! Int.rut R.t. Dally Int.rnt raetor ~ Intera.t A.ta D.llv Int.,...t r.etor
1912 ..X .0DO!tU 1917 'X .000l'"
1915 "I .000-.51 1911-1"1 IIi( .DOasOI
1914 III .00OSOI I'" .X .000Z47
I9IS UX .ODOSi6 I"S-I.tM 1% .000192
I'" lOX .ODOn-. 1995-1"' .. .0ODI47
ulnl"ut II c.lculatad a. followu
INTEREST a BALANCE or TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAnv Notice luuad .fter IhI t.. becoau delinquent will r.U.ct an Int.rut nlcuhtlon 10 fllte.... (IS) d.V'
bavond thl d.I. Df thl .......anl. I' p.yelnl I. aad. afl.,. the Inl.r..t coaputatlon d.I. .hown on the
Notlc., ~Itlonal Inl.r..t au.t be c.lcul.tad.
COMMONWEAL'" or PENNSVLVANlA
OEPARTMENT OF REVENUE.
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
UARR1SnURG. PA 17128.0601
'*
NO. AA 242288 III.".,,,,,,..,
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
JON A YOST ESQUIRE
320 W CHOCOLATE AVENUE
P.O. BOX 437
HERSHEY" PA 17033-0437
101
&"73 J..O
'OlOljfllr
faD HERE .
ESTATE INFORMATION:
FILE NUMBER
--El-1995-0936
NAME OF DECEDENT tLASH
___GAUGHAN NAOMI A
OAtn Dr PAYMENT
913Q/1997
POSTMAflK OATE
9./2.9../.1':1-92-
COUNTY
B5N 184-24-9955
(fiRST,
IMII
_CUI1BEflLAND
DATE or DEAlti
TOTAL AMOUNT PAID
.73.69
..
REMARKSJON A YOST ESQUIRE
RECEIVED BY
SEA(:HECKII 18398
REGISTER OF WILL::.
.-- ---.,.-- -- ---__._.__..~rl-_,-_- -":".-'--:-7.,:,,~-.--~-_._t----:-T-----:----.__~1
, "
~
t-";;.
- ~
I
,
t':.
" ...
:
----
.
__--.._.----_~-~............_ I~ _--i'<l. T ...~..
\
Icf--l,'j. /;{
BUREAU OF INDIVIDUAL TAXES
INlllRItAH([ lAX DIVISION
OlP'. 111060.
IIARAlsaURO, PA 111U-ObDl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~*
1t'-laHUII"U,",
JON A YOST Esa
320 W CHOCOLATE
PO BOX 437
HERSHEV
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-20-97
GAUGHAN
11-25-95
21 95-0936
CUMBERLAND
101
A
tlAOMI
AVE
A...o~nt R...ltt.d
PA 17033
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To In.u~. proper credit to your .ccDunt, lub...t the upper portion of this forn with your t.~ p.y....nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iIEV:il,ijj-Ex-"j:p-io3":97y---m...--iNHER'i'fANc"E-i'Aif-si'iifEH"ENi'-ilTAC-ciiuN"fnj;...-----------mm----
ESTATE OF GAUGHAN NAOMI A FILE NO.21 95-0936 ACN 101 DATE 10-20-91
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE, SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, TilE CURRENT BALANCE, AHD, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 09-08-91
PRINCIPAL TAX DUE, 1,007.86
PAVMENTS (TAX CREDITS),
PAYMENT
DATE
06-17-97
09-29-97
RECEIPT
NUMBER
AA211420
AA242288
DISCOUNT (t)
INTEREST/PEN PAID (-)
,00
73,69-
AMOUNT PAID
1,007,86
73,69
,""
,'\J
TOTAL TAX CREDn
BALANCE OF TAX DUE
INTEREST AND PEN.
1,001,86
,00
,00
,00
TOTAL DUE
. IF PAID AFTER TillS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS TIIAN .1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU "AY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,
PAyttEHTI
O.t.ch IN top portion of thll Notlc. and .ubtllt ..lth your payeant e.d. payabla to tha na.. and addr...
prlntad on the ravar.a .Id.,
If RUIDENT DECED(NT .aka chad or .onay order payabla tOI REGISTER OF WILLS, AGENT,
If NOH-RESIDENT O(CEOtNT ...... check or eonay ordar p.....bl. tOI COHHONWEAL TH OF PENNSYLVANIA.
REFUND lCR)1 A r.fund of a ta. cradlt, which ..a. not requa.t.d an tha Ta. R.turn, "'1 b. requa.t.d by coapl.tlng an
"APpllc.tlon for R.fund of P.nn....lv.nl. Inherltanc. ~ [.tat. T.." (REV-ISIS). Appllc.tlons ar. avallabla et
tha Offlca of tha Raghter of Will., any of the U Ra".nu. District Offlc.. or froe the D.pertaant", 14"hour
an....rln. ..r"lc. nuab.r. for for.. ord.rlngl In Pann.ylvanS. 1-800-562-2050, out.lda P.nn....lvanl.
and within 10c.1 H.rrl.bur. .r.. (111) 187-809~, TOOl 1111) 171-1151 IH..rlng I.p.lrad onl...).
REPLV TOI Du..tlon. r..ardlng .rror. cont.ln.d an thl. notlc. .hould b. addr....d tal PA D.p.rt..nt of R.v.nu., Bur.au
of Indlvldu.l T...., AT1NI Po.t A.......nt R.vla.. Unit, Dapt, 110601, Harrl.burg, PA 11S11-0601, phona
nil) 717-6505.
DISCOUHTI
If any ta. due I. paid within thr.. 15) c.l.ndar eonth. .ft.r tha d.c.dant'. d..th. a flva p.rc.nt 15~) dl.count
of the t.. paid I. allow.d.
PENAL TV.
Th. 15X t.. ..n..ty non-participation p.n.lty I. coaput.d on the total of the t.. and Int.ra.t .......d, .nd not
paid b.for. January II, 1996, tha first day .ftar the .nd of the till a,,"a.ty parlod.
INTEREST I
Int.r..t I. charg.d b.glnnlng with flr.t day of d.llnquancy, or nln. 191 aonth. and on. III day froa tha d.ta of
da.th, to the data of pay..nt, 1.... which b.c..a d.llnqu.nt b.for. Janu.ry 1, 1911 b.ar Intar..t at the rat. of
ahe UU pareant par aMu' c.lculatad .t a daUy rat. of ,000164, All t.... which baca.. d.Unquant on and aft.r
January I, 1911 will baar lntarut at a rat. which wlU vary fro. c.landar y.ar to calandar y.ar with th.t rat.
announcad by th. PA Dapart..nt of Aavanu.. lha applicable Int.ra.t rat.. far 1982 through 1991 aral
Vaar Inllr..t Rat. OaUy Intar..t ractor V.ar Intarnt Rat. Dally Int.r..t Factor'
1911 ZOX .000548 1911 OX .000l47
19aJ I" .000411 1918-1991 1l~ .000501
I9I~ IIX .000501 1991 OX ,00010
1915 U~ ,000556 S99)-I"" ,. .0aOnl
1'16 IO~ ,OOOZ74 19n-1991 OX .000l41
ulntar..t 1. calculat.d .. followl!
IHTEREST u BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"-Any Notlc. 1..uad aftar tha taM b.eo.a. dlllnqu.nt will r.flact an Int.ra.t c.lculatlon to fl,t.an (15) day.
bayond the data of tha ........nt. If pay.ant 1. .ada aftar tha Intara.t cOlPutatlon data .~ on th.
Notlca, addStlon.1 Intara.t au.t ba calculatad.
..
C/
STATUS REPORT UNDER RULE 6,12
Name of Decedent: ,J.A il ",', A, GA"',y ~..~
Date of Deathl 1/ /Z.r /9J'" Aut. z-,...9S- 00 YJ"
. I
Will No, Admin, No,
Pursuant to Rule (',12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1, State whether administration of the estate is complete:
Yes y' No
2. If the answer is No,
representative rea~o~ably believes
complete: ~~
3. If the answer to No. 1 is Yes, state the following:
state when the personal
that the administration will be
a, Did the personal representative file a final
account with the Court? Yes No 'I-
b, The separate Orphans' CouFt No. (if any) for
the personal representative's account is: ~/~
c, Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d, Copies of receipts, releases, joinders and
approvals of formal or informal accounLs may be filed with the
Cerk of the Orphans' Court and may be attached to this report,
Date: /~(z.Dl ~?
Sign ture
-::::r; J A, 'i 0 r-
Name (Please type or print)
}l,.O v.lCll'51,: ~c..ol,,1e:: f'iI.J~
.:M"'~ . K l?o~':,
Address
(//7) ~<;33-SIl) /
Te 1, No,
(HAH: rmf! AM3)
Capacity: Personal Representative
~Counsel for personal
representative