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'l'hi!ii i~ 10 rcnify Ihal 1I1l' inform.llioll Ill'le: I'ti\"t.(t Iii (lIrtnll)' ,opll'd '110111 .11111riHill.d (l.rtifll,llt.. of d(..lll~ ,duly fill'll wilh lIle ,l\
l.ucalltl'Hi\lnlr. The ori~in.llll'rlifitilll' will hI' till w,lrdt:d III dlt, S!.lll' VIl,11 Hnllldli (HII\(' lor Pt:f1I1,IIIl'1l1 Idlfl~
WARNING: 1111 1II0galto dupllcato this copy by pholostal or photograph.
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COMMONWEALTH OF PENHSYLVANIA . DEPARTIlENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
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Xenneth
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June 29.1928
HcBride
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. November 2. 1995
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Geraldine Sheely
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Le.,oyne
278 LOl/ther Street
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COMMONWIALTH O' PI!NNSYLVANIA l
COUNTY O' CUMII!ItLAND J
UI
GERALDINE T, McBRIDE
b.lnV duly sworn according to law, dapoltl and ItYI th.t sh. is the Administrator
of tha &tat. of Kenneth A. McBride
lat. of ---.,---..--..,.- -----_ Lcrroyne , Cumberland County, Pa" d.c....d and thlt the
within II an Inv.ntory made by Geraldine T. McBr~de , the ..Id Administrator
of the .nllre tltate of Itld d.ced.nt, conlhtlng of all the p.rsonel profl.rty and r..1 .slat., IXC.pt r..1 tltat. ouhlde
the CommonwuJth of P.nnlylvan'a, and that the figures OppOllt. oach Item of the Inv.ntory reprtl.nt 11'. fair valu.
tI of the date of decedent'l duth.
~rn
and lublcribed before mo,
19
96
. .liZ, </IrJ.;... tjv?rtC A .~.J,
b,cuto, . Adm'n1"r.'.,
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Geraldine T. McBride
278 Lowther street
LeI1Dyne, PA 17043
Nolarial So .
Slacey L Nace, Notary Public
Fermanagh Twp.. Juniata coun~
My Commi..lon E'piros Oct. 16. 1 99
Member. Pennsylvama AsSDclaUDn 01 NDta".S
Add,...
Olte of Outh
02
D.y
11
1995
Month
Vu,
INSTRUCTIONS
/, An Inventory musl be filed within three months after appointm.nt of personal repre..ntallve.
2. A suppl.ment inventory must be filed within thirty days of discovery of additional euets,
], Addillonal sheets may be attached es to porsonalty or rulty
4. Su Article IV, Fiduciaries Act of 1949,
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Invenlory of Ihe real and pereonal eelale of
KEllNImI TI. McBRIDE
deceased
ASSETS:
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LAW OFFICES OF
GATES &- ASSOCIATES, P.C.
LOWILL ", DATU
A*".... Ie ....UI:flwMft. ..
MAlIK L HALIMlNE"
",-~.......".,..,...
IIUIAH KAT CANDIELlO
_10 A. HATCH
1013 MUMMA ROAD, lunllOO
UMOYNI. PA "on
III" '3....00
'AX I'm 13',1182'
December 13, 1996
WEe 'ITE:
WNN Oat..lnI'lnn.COM
Mary C. Lewis, Register of Wills
CUmberland County Courthouse
1 Co~rthouse Square
Carlisle, PA 17013
RBI Kenneth A. McBride Estate
No. 21-96-0002
Dear Ms. Lewis:
I am enclosing a Pennsylvania Inheritance Tax Return,
Inventory and Status Report for filing with your office, I have
enclosed an extra copy of each document which I would ask you to
date stamp and return to me in the enclosed self-addressed, stamped
envelope. A check in the amount of $20.00 representing the filing
fee i& 11so enclosed.
Sincerely,
~~;{ 1'la(l~
Stacey r/. Nace,
Legal ,~ssistant
Bnclosures
cc: Geraldine T. McBride, Administrator
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COUNTY COOl
YIAR
.01 OATIS O' DIATH Anll 12/3' 191 CHICK HIli
If A I'OUIAL
,0vlln CIIDIT IS CLAIMID D
.ILI HUM..I
21
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
8
fil
III
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COMMONWfAltH O. .(NN!iYlVANIA
OI,..tMfNf m IIfV(NUf
Of" 2IObOl
HAUIUUIIO,.A 111210601
N' HAM IlA . .. ,AND MIDOll INI .All
McBRIDE, KmNE'rn A.
iOClAL ueuI, Y HUMI"
OAT( O' IIItH
6/29/28
NUM81R
<;'1
.5I.v','.", ' , II SURI TO ANSWIR ALL QUESTIONS ON RMRSI SIDI AND TO RECHECK MATH - ,'..c. ",'ccc,1
Under penah' of p"fury, I dedor. thot I ha.... lIlomined this r.turn, including accompanyino schedules and Ilal.m,n'I, and to the bl.t of my ~nowl.dg. and heli.f,
1.11 tru., cor. .d and compl.I.. I declar. that 011 r.al .1101. hos be.n r.port.a 01 'ru. mathl 'Volue. D.c1aration of pr.par.r other thon the peflonal r'pr.slnlative I,
baled on Information of which pr.pare, has any knowledge.
SIGNA UIf "n N USroHSllU 'Olt flUHG ItElUItN ADD.U~ a IDwther street OAt(
, PA 17043 !2..-I'Zr?b
OAt(
1L-/2- n.
96
0002
P' ""UU.IIII'U'VI'tIHO'l'OUU IN......' P"'''.'''''''''lD....POtI 'llIll"'LI
OlCfDIN' (OM'lll ADDUU
278 IDwthcr street
Lanoync, PA 17043
c.... CUrliJcrland OJunty
AMOUNT U((IVID ISU IN~UU"IONSI
OAIl 0' DUtH
174-20-0217
11/2/95
1iI8
....
"x
8~
McBride, Geraldine T. 198-22-8618
~ 1. Original R,'urn 0 2, Suppl.m.nlal R.turn
o A. limited Eltal' 0 Aa. Futur. Inl.r'll Campramh.
(lor dO'e. 0' deolh ofler 12.12.82)
06. o.c.d.nl Di.d Tellal. 0 7. o.ced.nl Maintaln.d a living Trult
(Attach copy of Will) (Attach copy a' Trull)
AlLCOIUSPONDlNCI AND CONPIDINTlAL TAX INPORMAnON SHOULD.I DIRICTlD TO.
COM'lll( MAlliN AOOI
Lowell R. Gates, Esquire Gates & Associates, P.C.
"'''HON' NUMIIO 1013 Munrna Road, SUite 100
,f',,"';., :\ ';;:i<'.~: ;';".~,.
$45,808.49
o 3. R.maind.r R.lurn
(10' dol.. a' deolh prio, 10 12.13.82)
D 5. Fed.ral Ellal. Tall. Relurn R.qulr.d
o
_8,
Talol Numb.r of Safe o'pOlil Boll...
731-9600
X
D
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:5
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III
..
I. Real Ellole (Schedule A)
2. Slack, and Bond. (Schedule B)
3. Clo..ly H.ld Slock/Partn.rship Inl.r." (Schedule q
A. Mortgog.. and Not.. R.ceivable ISchedule D)
5. Ca.h, Bank o'pOlil. & Miscellaneou. Personal Property
(Schedule E)
6. Joinlly Owned Property (Schedule F)
7. T,on"e.. (Schedule G) (Schedule l)
B. Total Gron An," (tolalllnes 1.7)
9. Funeral bp.".... Adminlltraliye Co,", Miltelloneoul
bpen.e. (Schedule H)
10. Deb... Mortgage liobm'i... lien. (Schedule I)
11. T 0101 Oeduaion. (10101 line. 9 & 10)
12, N.t Value of Eatate (line 8 minu.line 11)
13. Charilabl. and Gav.,nmental Bequesll (Sch.dule J)
104. N., Value Subf.d 10 Tall. (lln. 12 minus line 13)
15. Spoulal Tran,f.,. (for doles of d.ath ah.r 6.30.9A)
S.. Inltrudlon, far Ar,plicable Percenlage on Rey."e
Sid.. (Include yolutl rom Schedule K or Sch.dule M.)
16. Amount of lIn. 1.4 tall.obl. at 6% role
(Indud. 't'alutl from Sch.dul. K or Schedule M.)
17. Amount of lIn. 1.4 tall.oble at 15% role
(Include volutl rrom Sch.dule K or Sch.dule M.)
18. P,incipalloJl. due (Add tall. from Un.. 15, 16 and 17.1
19. C,.dill Spoulol POy.rty Cr.dit Prior Paymenl1
Inl.rllt
(I)
(2)
(3)
I A)
(51 45,808.49
(6)
( 71
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(12)
(13)
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(15) 45,808.49
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(161
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Di'count
(191
(201
+ +
20. Uline 191. greote' Ihon line lB. ente, Ihe dillerence on line 20, Thi.I. Ihe OVERPAYMENT.
aD
21. If lIn. 181. gr.at., than L1n. 19, .nl., the diH.r.nce on L1n. 21. Thi.l. the TAX DUE.
A. Enler th.ln'.r..' on the balance due on Line 21A.
B, Enler Ihe 10101 of Une 21 and 21A on line 21B. Thi. h 'he BALANCE DUE.
Mak. Checle Payabl. tOI RegIlt., of Will., Ag.nt
Chl!cJ" hi'll' ,f you (11(' II.'qUl.'\liI19 n ,cfund. of your ovclfJoyml!nl.
0.00
(211
(21AI
12181
0.00
Isnoyne, PA
,
17043
,/ /5"70-//
COMMONWEALTM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
IJH:AlfAHCE: fAX DIVISION
D[PT. II06Dl
HARtISIURe, Pi 171ZI.060t
NOTICE OF INNERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSMENT OF TAX
LOWELL R GATES ESQ
GATES & ASSOCIATES
1013 MUMMA RD STE 100
LEMOYNE PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-14-97
MCBRIDE
11-02-95
21 96-0002
CUMBERLAND
101
AMount A..Ut.d
*'
...-"tI.. iI. III-tll
KENNETH
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'v:is4j-EX-AFij-foi-:97T"NCi'ficEuOF-YtiHEiiifAiicE-TA'X-A'ppRA'isEilENT-,--"i.DiiiANcE-oJi---------------u
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCBRIDE KENNETH A FILE NO. 21 96-0002 ACN 101 DATE 04-14-97
TAX RETURN WAS. (X I ACCEPTED AS FILED
( I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.d E.t.t. (Schedul. A1 Cll
2. Stock. and Bond. (Sch.dul. BI 121
5, Clo..ly Held Stock/p..tn...hlp Int....t ISch.dul. CI 151
4. "ortgag../Not.. Receivable (Schedule DJ (4)
s. C..h/Bank Depolits/Hilc. Parlonal Property ISchedul. E) IS)
6, Jointly Owned P.op.rty ISch.dul. FI 161
7. T.en.f... (Schedul. 01 171
B. Total A...1a
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expan.../Ad.. Coata'HIsc. Expan... ISchedul. H) I')
10. D.bt.lNo.tg.g. ll.bllltl../ll.n. (Sch.dul. II 1101
11, Tot.1 Deduction.
12. Hat Value of Tax R.turn
15. Charitable/Govern-antal Bequa.t. (Schedule J)
l~, Net V.lue of E.t.t. Subj.ct to T.x
.00
.00
.00
.00
45.808.49
.00
.00
lal
.00
.00
Clll
Cl21
(ISI
Il~1
HOTEl To In lure proper
credit to your account,
.ub.U the upp.. po.Uon
of this fore with your
tax pay...,t.
45.808.49
no
45.808.49
.00
45.808.49
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and IB will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Aaount of line I~ .t Spou..l ..t. (ISI
16. A.ount of lln. l~ t.x.bl. .t lln..l/Cl... A ..t. (161
17. Aoount of lln. l~ t.xabl. .t Coll.t...l/Cl... B ..t. (171
la, P.lnclp.l T.x Due
NOTE I
TAX CREDITS I
PAYllEHT
DATE
RECEIPT
NUI18ER
DISCOUNT (+ I
INTEREST/PEN PAID I-I
45.808.49 X .00.
.00 X .06.
.00 X ,15.
lIal
AItOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,00
.00
.00
.00
.00
.00
,00
,00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN fl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE
A REFUND. SEE REUtRSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Kenneth A. Mcnride
Date of Death:
11/2/95
Will No.
21-96-002
Admin. No.
21-96-002
Pursuant to Rule 6.12 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 X No
2. If the answer is No, state when the personal
representative re&sonably'believes that the administration will be
complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No ~.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: n/a
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, release'oi~rs ~
approvals of formal or informal accounts may be ,leAitlg'B1e
Cerk of the Orphans' Court and may be attached 0: 'thi4J, repglQ..
~. a '1&
Date: De c.. 10{" 1996 A.<'d-?~ 7~(.' A~".h '1 ~
Signature "" ." ~Cl>
Col - en
:QC.. 0
Geraldine T. McBi/!~, ~nistra'tor
Name (Please type or print)
278 Lowther street
Lemovne. Ph 17043
Address
{717 I 774-5738
Tel. No.
Capacity:
X Personal Representative
Counsel for personal
representative
(HAH: rmf/AM3)