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IJETITION .'OR IJROIIA TE and GRANT 0.' LEITERS
No. _~L:!!l.- CIa-..
To:
Rcgistcr of Wills for thc
. /Jr('('as('d, Counly of Cunbcrland In thc
Sodal SrmrllY No. 168-24-4929 Commonwcllllh of I'cnl1Sylvllnill
The pctillon of thc undcrsigncd respcclfully reprcscnts thlll:
Your pctilloncruo. who isiclee 18 years of agc or older IInthc cxccutrix
in thc laS! will of thc abovc dccedent. dated -May-H;
and eodlcil(s) dated
named
, 19-91-
liS/aIr of Irvin r,...._G9!:9gn
al,lll kll/lll'II as
(~Hlle rdcH,"1 circllnlSlanl,.'C\, (',g. rcnundallon, dcalh or Cli,<<ulor, cte.)
Decendent was domiciled at death in---..C:\mbPrlflnrl Coumy, Pennsylvania, wilh
h ;" last family or principal residence,{t 1 ~~ ~ 1\ 1".nrl" 1.. J?""rl
MeGllanksbuJ;g,-P~pptv Ilel ll'r
(li\1 \1rC'CI. number and mundp3lilY)
D<;>endem. then. 65 year.s of age. dij;d _ Deceni>er 26 . 19 95
at Kenova Rehcibl.ll.tat10n l.:enter, Luroerland COllnty, PeMsylvanl.a .
Except as follows, decedem did not marry. was not divorced and did not have a child born or adoptcd
after execution of the will offered for probate; was not the victim of a killing and was ncvcr adjudicatcd
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa,) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal property in Coumy
Value of real estate in Pennsylvania
siluated as follows:
$ 10,000.00
$
$
$
WHEREFORE. petitioner(s) respectfully
presentcd hcrcwilh and the gram of letters
theron.
~ l?.a4 Ot4~~
J_ Ruth H. Fite
'6 ~ 214 7th Street
~,g New CUrrberland, PA 17070
~'i: Tel. 774-6656
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request(s) the probate of the lasl will and codlcil(s)
Testamentarv
(Ieslamcntar)': administration c.t.a.i administration d.b.n.c.l.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} 88
The petilioner(s) above-named swear(s) or affirm(s) thallhe statemcms in the foregoing petilion arc
true and correct to the best of the knowledge and belief of pctilioner(s) and that as personal rcpresen-
tative(s) of the above dccedent pelitioner(s) will well and truly administer the estate according 10 law.
, ,~~ 79./
Sworn to or affirmed and subscribed {
before me this 17th day of
JANUARY .J.9~
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- 0::rp: ,;iV ,jt}'jof,
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21-96-48
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COMUOHWI!ALTH OIPlHHIYLVAkIA' OfP""'''!HT 0' HULTH' VITAL RCCORDS
CERTIFICATE OF DEATH
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LAST WILL AND TESTAMENT
OF
IRVIN L. GDRDDN
I, IRVIN L. GORDON, being of lound mind, IIl110ry and
undlrltanding, do makl, publish and dlclare this to bl ay Last Will and
Tlltamlnt, rlvaklng hIre by any prior Willi.
FI RST: I direct that the IHplnslI of ay last ill nus and
funlral Ihall bl paid from my Iltatl.
1. I dirlct my EHlcutriH to payout of IIY ntate thl
COlts of plrpetual care and lIaintlnanCI of thl burial plot In which I
Ihall be burlld, should arrangllllnts for lame not have beln cancludld
and paid for prior to my dlath, and alIa thl cost of an apprapriatl
toabltonl.
SECOND: I givl and blqulath any autollobi les and any houllhold
and plrlonal Ifflctl and othlr tangible proplrty of like nature,
toglthlr with thl Insurancl therlon, to "Y friend, RUTH H. FITE,
providing shl survivls ml by seven (71 daYI.
,
1. If IIY friend, RUTH H. FITE, does not 10 survive ae,
I givl and bequeath my household and plrsonal efflcts to ay son, BARRV
GDRDDN, and to my daughter, ELLEN G. SANDERSON, or to the survivor of
thlm.
THIRD: All the rlst, residue and remalndlr of my estate, of
whatlolver naturl and wherlsolver situatl, I give, devlsl and blqulath,
in Iqual shares, among my grandchildren lurvlving lie.
1. I dlslgnate and appoint IIY son, BARRV GDRDDN, as
Guardian 'for hill chi Idren during thllr minority for that which they
shall recelvl under this IIY Will, and if my son, BARRV GDRDDN, should
predlclasl me or, surviving me, dil before each of his children attains
age lighteen OBI, then I designate and appoint, as lubstitute or
successor Guardian, his wifl.
2. I duignah and appoint "Y daughter, ELLEN G.
SANDERSDN, as Guardian for her children during their minority for that
which they shall reclive undlr this my Will, and If my daughtlr, ELLEN
G. SANDERSDN, should prldlclase lie or, surviving III, die blfore lach of
hlr chlldrln attains age lightlen (IBl, thIn I duignate and appoint,
al substltutl or succlssar Guardian, hlr hUlband.
FDURTH: In addition to powlrs grantld by law, my EHecutriH
is Impowlrld to compromise claims and controversilsl to SIll, IHchangl
or llall any rIal or personal property, at such prices and upon luch
terlls al aay bl proplrl and to distribute my Istatl in cash or in kind.
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FIFTH. I naainate, eonstitute and appoint ay friend, RUTH H,
FITE, as EHeeutriH under this ay Will.
1, If ay frhnd, RUTH H. FilE, fails to urve or to
eontinue to serve as EHeeutriH, I designate and appoint, as subatitute
or sueeessor EHeeutars, ay son, BARRY GDRDDN, and ay daughter, ELLEN G,
SANDERSDN.
2.
shall be required
fidueiary aay aet,
without surety.
I direet that no fldueiary naaed in this ay Will
to furnish bond in any Jurisdietion in whieh aueh
and if a band ia nevertheless required, it shall be
(21
IN WITNESS WHEREDF, I
".ff<. day of May, 1991, at
pallea.
have hereunto set ay hand and seal this
the end hereof, eoaposed in all of two
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(SEALl
Irvin L. Gordan
SIGNED, SEALED, PUBLISHED and DECLARED by the above naaed Teatator,
IRVIN L, GORDDN,' as and for his Last Will and Testaaent, in the presenee
of us, who, at his request, in his presenee and in the presenee of eaeh
other, all being present at the saae tiae, have hereunto set our handa
as wi tnellses.
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Naae
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Address
Address
Address
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CERTIFICATION OF NOTICE UNDER RULE S.6(a)
Name of Decedent:
IRVIN L. OOROON
Date of Death:
26th day of December, 1995
Admin. No. ::ll11fi 0049
Will No.
1996 99948
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
~ Address
Elise s. Gordon 3493 Green Street, Harrisburg, PA 17110
ElaR K. QgpQeR J49J GEeeR Stpset, ~itbu~, R~ 17110
Avi D. Gordon 3493 Green Street, Harrisburg, PA 17110
Ma\ll"i. i, .~ilIl~9I:t:9R 2110 SysJm:}pg gri"~, llarri~b,~, p~ ~"l'"
Megan B. Sanderson 2130 sycarrore Drive, Harrisburg, PA 17112
Jaw9A i. ianQen:sR J1JQ ~ysarooJi9 b'rk'9, llarriab'll'/g, pl\ ] 71'"
Ruth H. Fite 214 7th Street, New CUrrtlerland, Pa 17070
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: ~ ~O \l\,l\\'
Signa~
Name RohPr~ E. Myers
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Address 100 Old York Road
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21-96-48
County, PennsylvanIa
Ea1Il.lII
RegIster of Wills of
OATH OF SUBSCRIBING WITNESS
(~/!~ /_ A~
No.
IIao known u
. DlClued
(oach) I .ubscrlblng wftnouta tho e codIcll(.) 0 wln(.) prellnled h.rewfth, (.ach) beIng duly qulllfled aocordlng III
law d,poII(') and IIY(') thlt .hll hll thl)' wuJ w.r. prellnlllld .IW Ih.lbov. Ti.tltor(rbl)llgn the saml and
that .h..1III\h.y .Ign.d I' a wftnu. at th. rlllualt of Tallllor(rIx) In hlan,,,Ilh.lr pr...nee and 0 In th. pr...nee
of .ach oth" 0 In tho prellnce alth. ath" .ubscrblng wllnal'('.).
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No:anal Seal
Vera F. Frood, 'lc:ruy Nic
Hanro..rg Dac;:ooCounlV
MyC(lmmisslCnEl<prIlSAug,26,l907
Iry Pu Ie
My Commlulon Exp~":
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...fttd.. _'lor ..111I, 1'- daIo..
1JllI1l1Ion" Noloty'a llOIl'IIllo~OIl.l
NOTE: To be lIlt.n by oIIIcIr luthorlzed 10 admlnla1. allha.
Pl.... h.v. prellntth. original or copy 1IIInIlNm'nl(.)
at tlm. of nollllzatlon. '
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PrtjlIIId br" P.,."."..... B. Auoddon 1111
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'COMMONWEALTH OF PENNSYLVANIA
COUNTY' OF ~"'UdiQ'o YORK
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II:
Ruth H. FHa
" - b.lnll duly ",,",,1'T1 .ccardlnq 10 ,.w, d'POIII .nd UYI Ihel Shl Gorclon
Ruth H. FHa, Executrix of thl Eslell or Irvin L.
IIII 01 Up~IZ...l~gen_~~+1?-,_,_ , Cumblrllnd County, P.., dlculld Ind fhot thl
withIn Is .n Invlnlary m.dl by Ruth H. FHa _ _ , Ihl Illd Executrix
or thl .nllre .Ihll of uld d.c.dlnl, conslstlnq 01 III thl plnonel prop.rly lad rul Istall, IXClpt rul Istlll outsldl
Ih. Commonwullh 01 Plnnlylvanll, Ind Ihot Ihl f1gurll oppolltl uch Itlm 01 Ihl Invlnlary reprellnt 11'1 laIr vllu.
al of lhe dll. or dlcldlnl'a dallh, .
SWorn
19 96
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E....tor . Admlnhtrot..
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lad lublcrlbld bllore ml,
Addro..
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Deceniler
"'onlh
1995
Dati or D.a,lh
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INSTRUCTIONS
I, An Invlnlory mUlt bl fllld within Ihrll manlha artor Ippolnlm.nt of panonal reprel.nlatlve.
2, A auppllm.nt Inventory must be flied within Ihlrty deYI 01 dllcavery or .ddltlonal .lIi..,
], Addltlan.lahll" m.y bl all.chld .1 to persanelty or rully
4. SII, Artlcl. IV, Flduclorill Acl of 1949,
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Invonlory orlho roal and poraonol oalolo 01
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docoaaod
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21- 00
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410 00
0 00
4,200 00
35 00
40 00
1,906. ;,: 83
3,97 21
10 00
4,04 42
7,05 47
25 34
Refund - Auto Inouronco
Refund - Tenonto Policy
Houaehold FUrnishings
, .
PersCXUll /lpp4rol and Food !loom - to charity
1988 Pontiac AutCJTDbilo
Refund - Apartroont
Travelero Checks
Money Market /\ccount - l'lItTOOro Truot
John Hancock r-tltua1 ~undo
VA gift to funerlll expcnoo
U,S, Serieo E. Bondo
Bcnefito fran John lIoncock Life Inouronce Policy
Travelers Protection ADon, of J\rrcrica
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21,865
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FIRST AND FINAL ACCOUNT OF RUTH H, FITE
EXECUTRIX OF THE ESTATE OF IRVIN L. GORDON, DECEASED
LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
DATE OF DEATH:
December 26, 1995
LETTERS TESTAMENTARY ADVERTISED:
LETTERS TESTAMENTARY:
CUMBERLAND LAW JOURNAL -
February 2nd, 9th, and 16th,
1996
January 19, 1996
INVENTORIES FILED:
THE EVENING SENTINEL -
January 23rd, 30th, and
February 6th, 1996
State: August
Local: August
, 1996
, 1996
ATTORNEY FOR ESTATE
Robert E. Myers, Esquire
100 Old York Road
New Cumberland, PA 17070
(717) 774-3163
ESTATE NO.: 21-96-0048
PRINCIPAL ACCOUNT DEBITS - PERSONALTY
Accountant charges herself with the following principal amounts
received:
Refund - Auto Insurance
$ 50,50
21.00
410.00
r)f ' . __:;'J
,0.00' '
4,~00.00
~,
-'35.00
40.00 "
1,908.83
3,979.21
100.00
Refund - Tenants Policy
Household Furnishings
Personal Apparel and Food Items - to Charity
1988 Pontiac Automobile
Refund - Apartment
Travelers Checks
Money Market Account - Farmers Trust
John Hancock Mutual Funds
VA gift to funeral expense
ESTATE OF IRVIN L, GORDON
u.s. Series E. Bonds
Benefits from John Hancock Life Insurance
Policy
Travelers Protection Assn. of America
TOTAL
DISBURSEMENT ACCOUNT - PERSONALTY
Reese Funeral Home
Chis uk Emuna Cemetery
Rabbi Ron Muroff
Rabbi Silver
Administrative Costs
Attorney Fees - Robert E. Myers
Probate Fees and Short Certificates
Cumberland Law Journal - Advertise Estate
The Sentinel - Advertise Estate
Enid Martin - Notary
Auto Loan
visa - Charge Account
Master Charge - Charge Account
PP&L
Register of Wills - File Inventory
Register of wills - File Tax Return
Register of Wills - File First & Final Account
PAGE 2
4,041.42
7,054.47
25.34
$ 21,865.77
$ 3,331.88
1,750.00
75.00
75.00
1,088.82
1,088.32
86.00
60.00
71.04
8.00
3,750.82
1,590.85
188.20
61.95
10.00
10.00
113.00
ESTATE or IRVIN L. GORDON
Register of Wills - File Releases
Bell Telephone
Attorney Leslie Handler
Holy Spirit Hospital
Ruth Fite - Services for Last Three Months
Freysinger - Auto Inspection
Keystone Urology
Two Rabbi for Tombstone Ceremony
Monument for Burial Lot - Romberger Memorials
Dr. Lester Lifton
AAA Transfer Title to Auto
R. Cook Auto Insurance
Laundry Account
Funeral Luncheon
Stamps and Envelopes
Gas - Auto
Long Distance Telephone Calls
Truck Rental - move furniture
Clean Apartment
TOTAL
PAGE 3
12.00
10.62
152.00
73.70
300.00
120.18
27.07
50.00
1,365.00
57.65
54.60
264.50
25.00
92.17
10.00
13.25
35.00
33.22
220.00
$ 16,274.84
~STATE OF IRVIN L. GORDON
pAGE 5
pROPOSED SCHEDULE OF DISTRIBUTION
TO: Ruth H. rite
$
410.00
In Kind - Household furnishings
4,200.00
II II
1988 pontiac Automobile
TO: Barry Gordon Testamentary Guardian of his
three children namely: Elise S. Gordon, Elan
K. Gordon and Avi D. Gordon.
$
490.42
In cash
TO: Ellen G. Sanderson Testamentary guardian of
her three children namely: Maura B. Sanderson,
Megan B. Sanderson and Jordon S. Sanderson.
In Cash
$
490.42
THE BASIS FOR DISTRIBUTION
The proposed Schedule of Distribution is based upon the
provisions of the Last Will and Testament of the Decedent, Irvin
L. Gordon, dated May 16, 1991.
Respectfully submitted,
4l,-r.4 .:JJ. cV$.1
Ruth H. Fite
Executrix and Accountant
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'herebyOlftIfy that wrhtannotloe of theflllngof~t1I'Stli.rn.nf '
,of Pr , lid Dll1rIbutlon, end of thldet8.tlme iilit~.WI\'."
the'::e wllllle pre..ntld to the Court fot:oiiiItlmiiticKiind
of the ,.., day to f\lewrlttel'rob~tO'''Id.~'~;4,t,,>\
Proposed Distribution. hubetn given to ~ ,1l1@~iI!Il~t!V:i;i::fl
H'O'~ every otherper80nknowntotM'~nt:to"",ve::;;,:~~~}f
o lllalm en Interest In the lltete la ctedhot,llenIlJcIIrI; hllt;''i,V;'i':~
or ""Jd Of kin'. ' . ),",. :, \' .~. ,j.l'i:~~";l~i-:tf~-",';l~.~'- '!~
, "l,)py of ..Id Statement we, Included With the ~;~ 'h'f;~,~'
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~'l B".!;~ ~,;;'\~,;
, ':'I';SI~'P~)~~~i
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{I' . :,:i~\Hl
I' '~41 }....f.'t'!
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. "v\. I' ,'. t';'",,""')":
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. t'. . \~ :J:..;:"r~~::..,,";:j~-.\:"
:<' _:"._,,--,._~~~i'!
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"
'"
~ '.
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"
.:....:-
,
20. II1Ino 191. groall' .han lIn. 18. .n'" ,he d;ff".nco an lIn. 20, This I. ,he OVERPAYMENT.
riD
21. If lIn. 18 I'greot., than lIn. 19, Inl.r the diff.renc. on lIn. 21. Thills the TAX DUE.
A. Ent., th.lnl.,,,, on the balanu due on L1n. 21A.
B, En.".he '0'01 ollln. 21 and 21A on lIn. 21B, Thl.l. ,he BALANCE DUE.
Mah ChICk Payabl. 'a. Rogl.,.. ., Will., Ag.n'
,,- ',-'81 SUU,TO:MSWIRALL QUISt\ONSONRMlSnlDI AND,TORlCltaar.
Under Plnaltl.. of perjury. I dedor. thaI I have ,xamlned thl, r"urn, Including accompanying tch.dul.. and Itaf.menls, and to the b.., of my knowledg. and b.lI.f,
Ilia tru., correct and compl.t.. I dedor. thai all r.ol "'01. hos bl,n '.parller at true matht value. D.c1aratlon of prepare' other than the plrlonol r'p,...ntotiv. I,
balld on alllnformOllon of which prepare' ha. any knowledge.
SIGNAl WN' SroNS1II( fOil m G '(lUIN "'DDIIUS ~JAn J /.
. (1~ ,If} Li!- .,-c.
DAn' ,
Q-16"fL
Iry.!Soo lh (' ~Il
l!!
",:5=
!l!~9
...~..
. - ~
.
-/--
~A~~
.0. DATlS O. DIAIH Anll 12'~ 1191 CHICK Hili
" A SPOUSAL
povl.n C..DIY IS CLAIMID 0
fill NUM".
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
15
51
III
..
COMMOHW(Al1Il 0' rum1YlVArll.A
DIP..R'M(N10f Ir'lWUf
Dr" lIC1WI
H"'U'UURa,'~ 1111~.,~_1___
H' HAM! llA . .1 . "'~D MIOOIt INI 'AII
GORDON, IRVIN t..
K)Ct,4,l neUR." NUMIU
1065 A AI.LENDALE ROAD
MECIIANICSBURG, PA. 17055
c.", CUMBERLAND
AMOUNt 11((1'1(0 tUI INSTRuctlONSI
21
COUNTY CODE
96
YEAR
0048
NUMBER
01 fOW 'So OM'U (ADO' So
CA" Of DU.I"
168-24-4929
12-26-95
fl' ""I.lOIII,IU"'YIN(] I.ouU . 1'<1""'11"". II'" AND ".00t' INITIAII
oa 1. Original Rllurn
o 2. Suppl.mental R.turn
03,
OS,
R.mainder Return
(lor do... 01 d.a.h prior '0 12.13,821
Federal EIlol. Tolt R,tur" R.qulred
:il15
"'a
"'z
52
o A. limited Ellal. 0 AD. Futur. 1nl.'.I' Compromis.
(10' do... 01 d.a.h oft" 12,12,821
o 6. DIC.d.nt Di.d Teltal. 0 7. O.e.d.nt Maintained a living Trull
(AHa,h ,opy 01 W;III (Allo,h 'opy 01 T,ull)
ALLCORRUPONDINCI AND CONPlOINTIAL TAX INPORMAnON SHOULD 81 DIRICTlD TO. " '
COM'Lfl( MAIIINQ AODRf
.,;. ~~1:",C(~-, ,t: ;~ ...~ ~:,'_~,,"";ti',
_ 8. Tolal Numb.r of Soft O'POlit BOIleI
ROBERT E. MYERS
nUPHONf NUMIU
lOa YORK ROAD :oJ
'"
NEW CUMBERLAND, PA. 17070 , ,
(I)
( 21
( 31
( 41
(51 lA,7R'ii Qt'l
( 6) 240.39
(7)
(8 ) 15,026.35
(9) 16,279.94
(10)
774-3163
z
..
0:
:5
!
'"
I. R.al E,'a', (S,h.dul. A)
2. S,.,~. and Bond. (S,h.dul. B)
3, ela..ly H.ld Slo,~/Partn."hlp In',,,,' (S,h.dul. C)
A. Mortgag'l and Not'l R.c.ivabl. (Schedule D)
5. Calh, Bank Depolill & Milc.llan,oul Penonal Property
(S,h.dul. E)
6, Joln.ly Own.d P,op.rty (S,h.dul. FI
7, Tranol", (S,h.dul. GI(S,h.dul. l)
8. Total Gran An'lI (lolallin.1 1.7l
9. Fun.ral Ell:p.nSls, Adminlstrativ. COSII, MilCellaneous
Ell:p.nsll (Schedul. H)
10, D.b... Mortgog. Uob;;;.i.., lI.n. (S,h.dul. II
II. Talal D.dudlon. (Iotallln.. 9 & 101
12, N., Valu. 01 E.la', (lIn. 8 mlnu. lIn. 111
13. Charilabl. and Governm.ntal B.quests (Schedul. J)
lA. N.t Volu. Subl'ct to Tall: (lIn. 12 minuslin. 13)
15, Spou.ol T,an.I." (I.r do... 01 d.alh aftor 6.30,94)
5.. Inslrudionl for Applicabl. P.rctnlog. on R.v.n.
Sid.. (Includ. valuII from Sch.dul. K or Sch.dul. M.)
16. Amount of L1n. 1 A toxobl. at 6% ,at.
(Includ. valulI from Sch.dul. K or Sch.dul. M.)
17. Amount of L1n. 14 taxabl. al 15% '01.
(Includ. valulI from Sch.dul. K or 5ch.dul. M.I
18, Principal 'a. duo (Add .0.lrom Un.. IS, 16 and 17,1
19. Cr.dill Spoulal Pov.rty Credit P,ior Poym.nll
+
+
(191
(20)
(11)
(12)
(13)
(14)
16,279.94
(151
(16)
dWNT 240.39
)(._-
)( .06 II
)( .15 .
36.06
z
2
..
~
:II
a
...
S
(18)
36.06
Discounl
Interlll
(l1(.>(k hero If you Olt.> rf>quc!.ting 0 fefund of YOUf ovefpaymenl.
(21)
(21A)
(2181
36.06
...........III"'l.
COMMONW'AUH 0' rlNNmVANIA
INHIlIIANC. WlIllU.N
'!IIDIN'DICIDIN'
ISTATIOP
SCHEDULE F
JOINTLY.OWNED PROPERTY
Jol.' '0.0.'(')'
I1<lJ/N L. Go~ O(l
A.
NAME
R.1:tC"" H ',1r.
I.
C.
Jol.'iy-ow.od p.....rty.
ADDRESS
'J. \1{ 1Tw $T'.
N~ W G..""~at.~lWO ~.
PILI NUMBIR
1. ~.Odl.l'i"
RELATIONSHIP TO OECIDINT
F ~\EAlO
ITEM LmER DATE DOLLAR VALUE OF
FOR TOTAL VALUE OECD'S
NUMB!1 JOINT MADE DESCRIPTION OF PROPERTY OF ASSET 'Mo INT. DECEDENT'S INTEREST
TENANT JOINT
1. ,.. '1,n-i\t FM""""~ "'~~(."Ec.KI""" Lt''\'''' Sf> ~1b. I)"
S 1JT'. '15" 51 ,31
TOTAL (Allo onter on 11.0 6. Recopitulation) S '1Ut\.'\'t
(II more spac. ;s n"d.d inserl additional ,h..,s o( some size)
11"!SlIlIt""1
.
COMMONWIAIIH m 'INNn,V...NIA
INHUn...NCI ,.... UrulN
IUIDIN' DfCfDINJ
IRVIN L. GORDON
ITEM
NUMBER
A. Fun.ral Exp.n...,
4,
5.
B.
4,
C.
1.
2.
3.
4.
5,
6,
Rabbi Silver
Romberger Memorials -Monuments
Admlnl.tratlv. Ca.t.,
Pe..onol Representative Commlllions
Social Security Number of Pe..onal Representotive:
Year Cammllllans paid
Family E.emption
Claimanl NONE
Addrell of Cloimant at decedent's dealh
Streel Addrell
Cily
1.
Reese Funeral' Home
2,
Chisuk Emuna Cemetery
3.
Rabbi Ron Muroff
1.
2,
Altorney Fees
3,
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Prln~-"r Typ.
NUMBIR
21-96-0048
DESCRIPTION
AMOUNT
$3,331.88
1,750.00
75.00
75,00
1,365.00
1.088.32
1,088.32
Relationship
Stole
lip Code
Probole Fees & Short Certificates
MI.c.llon.ou. Exp.ns."
81.00
Cumberland Law Journal -- Advertise Estate
60.00
Auto Loan
Sentinel Newspaper -- Advertise Estate
71.04
Visa -- Charge Account
3,750.82
1,590.85
Master charge - Charge Account
P.P. & L.
7. Register of Wills
7.A. Register of Wills
8. Register of Wills
8, A. Register of Wills
188.20
61,95
File Inventory
File Tax Return
File First & Final Account
File Releases
10.00
10,00
113.00
12.00
TOTAL (Also enler on line 9, Recopllulotion)
(If mar. spac. I. n..d.d, In..rt addltlonal.h..t. of .am. slz..)
s
CONTINUED
"W,UII ,.. I",.
*
(aMMONW'IoU" Of "NN'nYIoNllo
IHtlI.nAHCI,....nUIH
tI.,OIH'DlelDlH'
SCHEDULE J
BENEFICIARIES
ISTATI O.
PILI NUMBIR
IRVIN L. OORJn.l
21-96-0048
ITlM
NUMBER
NAMI AND ADDRESS O' BENEPlCIARY
RELATIONSHIP
AMOUNT OR
SHARI O' ESTATE
A. Ta.abl. B.quIIII:
I. C/O Barry Gordon, Guardian Granddaughter 1/6th
3493 Green St. Harrisburg, PA 1 110
2. !an K. Gordon, c/o Barry Gordon, Guardian Grandson 1/6th
3493 Green St., Harrisburg, PA 1 110
3. lfi D. Gordon, c/o Barry Gordon, Guardian, Grandson 1/6th
3493 Green St., Harrisburg, PA 17 10
4. Sanderson c/o Ellen G. Sanderson, Granddaughter 1/6th
Guardian, 2130 Sycamore Dr. Harrisb , PA 17112
5. Sanderson , c/o Ellen G. Sanderson, Granddaughter 1/6th
Guardian, 2130 Sycamore Dr. Harrisburg PA 17112
6. Sanderson, c/o Ellen G. Sanderson, Grandson 1/6th
Guardian, 2130 Sycamore Drive, Harris , PA 17112
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charilabl. and Govlrnmental Bequel'l:
I.
TOTAL CHARITABLE ANt' GOVERNMENTAL BEQUESTS IAI.a .ntor on lin. 13, R"apitulatian) S
(If ma.. .pa" I. ...d.d, 1.11" addltlo.al .h..t. of .am. .111)
FARMERS-
TRUST.
February 3, 1995
Robert E Myers
100 York Road
New Cumberland, PA 17070
ReI Estate of Irvin L Gordon SSN 158-24-4929
Date of Deathl Decernber 25, 1995
Dear Mr. Myersl
In answer to your request concerning accounts owned, either
separately or jointly, by the above referenced decedent and
the balance in each account as of the date of death, we have
checked our records and are subrnitting the following
information in duplicate. We suggest that you file one of
these letters attached to the Pennsylvania Inventory forms
(RCC) to substanti'ate the balance you report.
Note that we have shown the correct registration for each
account. Also, interest accrued to the date of death, if any,
is listed as a separate figure.
Checking account *399027 was originally opened 12/27/91. The
account was titled in Irvin L Gordon's narne alone. The
balance as of 12/25/95 was $1,900.57 plus $2.80 accrued
interest for a total of $1,903.37. The account was a Money
Market account earning 2.50~ interest at the time of death.
Checking account *553301 was originally opened 8/17/84. The
account was ttt,led joint bet weer. Irvin L Gordon or Ruth H
Fite. The balance as of 12/25/95 was $479.99 plus $.78
accrued interest for a total of $480.77. The account was a
NOW Account earnira 2.10~ interest at the time of death.
We do have a safe deposit box at our Highland Park Dffice
..143 titled in Irvin L Gordon's name alone.
Sincerely,
/~~~
Karen Tomassone
Customer Service
OneV'kstHighSlreet P.OBox22D Carl~.lbnsylvania 17013 (717)243-3212
";.'W'
21-9h-I.R
,I "f'"
Lnsr 1-111.1. nNIl TESTnNENT
UF
IRVIN L, GORDON
I, IRVIN I.. 13URllllN. h.lng of
und.ra~..ndlng, do ....II., puUIlsh ..nd d.cl..rll
TIIs~",un~, ,".volllng hll,""by ..ny prior 1-I111s.
saulld mllld. ...ory and
~hl s ~o bll ..y L..s~ 1-11 I I ..nd
FIRST. I dlr.c~ ~h..~ ~h. .Hp.IIS.S of ..y I.,s~ 1IIIIIIas ..lid
fUllllral shall b. p..ld fro.. my .s~a~..
I. I dlr.c~ my EH.cu~rIH ~o pay OU~ of ..y .s~a~1I ~h.
cos~s of p"rp"~II,,1 c..,"" "lid ....I"~,,".'nc" of ~h" burial plo~ In which I
shall b" bln-I.d, should ..rr""g""""~" for s".." 1I0~ have bll"n cOllcludlld
and p..ld for prior ~o ..y dea~h. and also ~he cns~ of an approprla~1I
~o.bs~on".
SECOND. I glv" alld be'1ulla~h any au~o..obllll. alld any hous"hold
and personal "ff"c~s ..nd o~her ~..nglbl" prop"r~y of 1111" na~ur",
~ ogll~I"'r wi ~h ~h" I nsurallc" ~h"reon. ~ 0 ..y fr I I!nd. RUTH It. F I TE.
providing shl! survlvl!s "I! by sl!ven (7) days.
I glvl!
GORIlDN.
~hl!..
I. If..y frll!nd, RUTH H. FITE. dOl!s 1I0~ so survlvl! .....
and bl!qul!..~h ..y housl!hold alld pl!rsollal I!ffl!c~. ~o ..y son. BRRRY
and ~o my daugh~I!r. ELLEN G. SANDERSDN, or ~o ~hl! survivor of
THIRD. All ~hl! rl!s~. rl!slduI! and rl!mallldl!r of ..y I!s~a~I!. of
wha~sol!vl!r lIa~url! alld whl!rl!sol!vl!r sl~ua~I!, I glvl!, dl!vlsI! alld bl!'1ul!..~h.
ill I!qllal sharl!s. ....ollg ..y gralldchlld'"I!n survlvlll!l mI!.
I. I dl!si!ln"~I! and appoill~ ..y son. BnRRY GORDON. as
Gllardiall 'for hi s chi Idrl!1I dllring ~hl!ir 1I1110rHy for ~h..~ which ~hl!Y
shall rl!cl!ivl! ulldl!r ~his my I-lill, and if IIY SOil. BnRRV GORDON, should
prl!dl!c..asl! "I! or, sllrvivln!l ml!, dil! bl!forl! I!ach of his chlldrl!n a~~alns
agl! I!lgh~I!I!n lIBl, ~h"n I dl!slgna~I! and ..ppoill~. ..s subs~i~u~I! or
SUccl!ssor Gu..rdlan. his wlfl!.
2. I d"sign"~I! and appoill~ ..y dau!lh~I!r. ELLEN G.
SANDERSON, as Guardiall for hl!r childrl!n during ~hl!ir ..inorl~y for ~ha~
which ~hl!Y shall rl!cl!lvl! under ~hls ..y 1-1111, alld If ..y dau!lh~I!r, ELLEN
G. SANDERSON, should prl!dl!cl!asl! "I! or, survivlllg "I!, dll! bl!forl! I!ach of
hl!r childrl!II a~~ains agl! I!19h~I!I!1I (IB), ~hl!n I dllsi9na~I! alld appoln~,
as 5ubs~i~u~I! or SUCCl!ssor Guardiall, hl!r husband.
FOURTH. III addltioll to powl!rs 9rall~I!d by I..w. ..y EHI!cu~ri"
i" I!mpowI!rl!d ~o comp,-omi"I! claims alld con~rovl!."sll!SI ~o "I!II , I!"chall91!
or lI!asl! allY rl!,,1 0'" pl!rsonal p'-opl!r~y, ..~ sllch prlcl!s and IIpOIl such
~I!r.." as ..ay bl! propl!rl and ~o dls~ribu~I! illY I!s~a~I! In cash or III Idnd.
,
~ .
(
r
FIFTIII I no.dnllte, con.tltute Ilnd Ilppolnt IIV f..hnd, RUTH H.
FilE, .. EMecut..IM und... thl. IIV Will.
I. If IIV fr!.nd, RUllI II. I'ITI=:, fAI h to ....ve 0.. to
continue to ....ve A' EM"cut..IM, I dellgnate and appoint, al lubltltute
0.. IUCC"IIO" EMecutorl, IIV lon, SnRRV GORDDN, and mv daugl.t..., ELLEN G.
SANDERSDN.
2.
Ih.11 b. ..equl.."d
flducl...V lIav act,
wi thout au..et V.
I dl..ect that no flducla..v nallled In thll IIV Will
to fUl'nlah bond In IlnV ju..hdlctlon In which luch
and If a bond II n"ve..thel"ll ...qul..ed, It IhAl1 b.
C21
IN WIlNESS WlIEREOF, I
f,.ff, day of MAV, 1991, at
pagea.
have he...unto I.t IIIV hand and 1.111 thll
th. IInd h....af, cOlllpol.d In all of two
~ ./ ~r.L-
I..v I n L. Go..dan
(SEALl
SIGNED, SEALED, PUBLISlIED and DECLARED bV th. abov. nall.d Testata..,
IRVIN L. GORDON, al and fa.. hll Lalt Will and T"ltam"nt, In th. p""I"nc"
of U', who, at hll .."qU"lt, In hll p""I"nc" and In th" p""I"nc. of "acll
oth".., all b"ing p""I"nt at th" lam" till", hav" "".."unto ."t au.. handl
a. witn".."..
:::: Id;'.~r;'{;;;~
Nail.
Addr"ll
," ,1 ,
I' .J. .
~(lt:~1 .':
.. t/. f/l;
I l ,,"
"'f
,. /
Add.."n
Add.....
KAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701~
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REy:i5'4i'iif'AFP""ii1i:96riiiifIcn'FuiNHiiiITANCE'YAx'A'pjiiiA'IsiiliiiT~"Ai.LciwAijcE''ijR'mmu'mm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GORDON IRVIN L FILE NO. 21 96-0048 ACN 101 DATE 03-03-97
TAX RETURM WAS, I I ACCEPTED AS FILED I XI CHAHGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Roel E.t.t. IScheduI. Al III
2. Stock. end Bond. IScheduI. II 121
S. Clo..ly Held Stock/P.rtnerohlp Int....t IScheduI. CI ISI
4. Hart_.lllat.. R....lY...I. IScheduI. 01 141
S. CIIohII_ Ilepoolhlltha. P.r."""l Property ISchedul. EI 151
6. Jointly Owned Property IScheduI. FI 161
7. Tren.f.r. IScheduI. 01 171
I. Tat.! A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS I
16,279.94
9. Funar.l Expen.../Ade. Co.t.lltl.a. Expen... IScheduI. HI 191
10. Debt.lllortgege LI...Illtl../Llon. ISchedul. II 1101 ,00
11. Tat.l _tlon. 1111
12. Het V.lue of Tex R.turn n21
IS. CherU"'I./Gov.........tel ~.h ISchedul. JI IISI
14. Het V.lue of Eat.t. _J...t to Tex n41
NOTEI If.n ........nt w.. i..u.d pr.viau.ly, lin.. 14, 15 .nd/ar 16, 17 .nd 18 will
refl.ct figur.. th.t include th. tat.l of ~ r.turn. ......ed to d.t..
ASSESSMENT OF TAXI
IS. _t of Line 14 .t Spou..l r.t. nSI
16. _t of Line 14 tex...l. .t Llne.l/CI... A r.t. 1161
17. _t of Line 14 tex...l. .t Coll.t.r.I/CI... I r.t. 1171
II. Prlnclp.l Tex Due
TAX CREDITS:
PAVllENT
DATE
10-04-96
6-7(J-/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
IURfAU I~ INDIVIDUAL TAXES
INHlJJ'ANCL 'AX DIVISION
DlPr. II""
tlM.IIIIlIIG, PI lIUI."'1
HOTICE OF IHHERITANCE TAX
APPRAISE"EHT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASS!S~EHT OF TAX
ROBERT E HYERS
100 YORK RD
NEW CUMBERLAND
DATE
ESTATE OF
DATE OF DEATH
FILE NUHlER
COUNTY
ACN
03'03,97
GORDON
12'26'95
21 96'0048
CUMBERLAND
101
_t Roelthd
PA 17070
.00
,00
.00
.00
14.785,96
240,li
.00
11'_
.00 X .00.
.00 x.06.
240.39 x.15.
nil
RECEII'T
HUHllER
AA146820
DISCOUNT I + I
INTEREST I-I
.07-
AI10UHT PAID
36.06
INTEREST IS CHARGED FROM 10-05-96 TO 03-18'97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~
*
WfoI'uu,"m.MJ
IRVIN
L
NOTE I To Inaur. proper
c.-.dlt to your KCount,
oubeU the _r portion
of thl. fa.. .Ith your
tex p._t.
15,026.35
16.?79 94
1, 253.59-
.00
1,253.59-
.00
.00
36.06
36.06
35.99
.07
.00
.07
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN U, HO PAVllENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Ill>- -'''-"''*'
BUUAU a"NDIVIIlUAL TAXlI
11Kl11lo11Ct lAll DIVIII...
DlJII, ,,'''1
HAllIIIIUIIO, PA 1711......
HOTICE 0' INHERITANCE TAX
APPRAISEKENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AHa ASSESSMENT OF TAX
DATI
ESTATI OF
DATI OF DIATH
FILE NUMBER
COUNTY
ACN
03'03'97
GORDON
12'26'95
21 96-0048
CUMBERLAND
101
A......t R..i Ued
ROBERT E HYERS
100 YORK RD
NEW CUMBERLAND
PA 17070
....1..'.. ".IU."I
IRVIN
L
"'I,l'l-' CHEtK I'AYABLE AND REMIT PAYMENT Tal
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
cur IILIlNU nUll LUI~ _ K"I"~" I.UUK I'U/(I11l1t ~UI< 1"'''1< """"""" ~
ifiv:UioTiX-AFP'fiZ:9iii'iiiificni;:-YliiiiiiifANCi'TAX'APPiiA'isii1iii:r;-ALLOiiANCn'Ii--.--.__.'._-"_.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATI OF GORDON IRVIN L FILE NO. 21 96-0048 ACN 101 DATI 03-03'97
TAX RETURN liAS. I I ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED aNI ORIGINAL RETURN
1. R..l Elt.t. ISchedUl. Al
Z. stock. end Bondi ISchedUl. II
S. Clo..ly Held Stock/p.rtnerShlp Int.r..t (SchedUl. CI
4. IIort_"/Hot.. RIIC.lvabl. ($chedUl. 01
s. eashlBenk Depa.ltl,"ll.. p.r.on.l Property l$chedUl. EI
6. Jointly OWned property ISchedUl. FI
7. Tr....f.r. ISchedUl. gl
e. Tot.l AI..t.
III
IZI
ISI
141
151
161
171
.00
.00
.00
.00
14.785.96
240.39
.00
NOlEI To inlure proper
creel1 t to your eccOU'\t,
aubelt the _r porUon
of thl. fore with your
t"" p'yeM\t.
leI
15,026.35
APPROVED DEDUCTlONS AND EXEMPTIONS I
9. F......l E><P8".../AdII. C..b,"tlo. E><P....I.. IS_cI\ll. HI 191 16,279.94
10. Debb/Hortg_ LlablUU../Ll.... ISchedUl. II 1101 .00
11. Totel o.cNoUon. 1111 1/;, nq q4
12. Het Vel... of T"" R.turn I1Z1 1,253.59'
1$. ChIlrHabl./IloV.........te1 I.......b ISchedUl. JI I1SI' 00
l~. He' ~.l... 0; ..~.~. :;';:"jo,t {. T~ 1141 1,253.59-
NOTEI If an a.......nt wa. i..u.d previou.1Y, lina. 14, 15 .nd/Pr,J6. 17 .nd 18 will
r.n.ct figur.. thlrt in::lud. the total of ALL r.turn. a.~d to.dlrt.. :D
ASSESSMENT OF TAXI '" II ~ iP~
15. _t of Llne 14 .t s........l ..t. 1151 .00 X' 00. .. ,-, .00
16. _t of Line 14 t""abl. .t Llne.l/Ch.. A ..t. 1161 .00 X' O~ . ' " .00
17. _t of LIne 14 t""abl. .t CoU.te..l/Cl... I ..t. 1171 240,39 X .19;" , 36.06
, I
Ie. Prlnolp.l T,"" lJue l11Do-' 36.06
,-J"
TAX CREDITS I .
PAYIIENT RECEIPT DISCllUHT 1+ I
DATE HUI1BER INTEREST I-I
10'04-96 AA146820 .07-
INTEREST IS CHARGED FROM 10-05-96 TO 03-18-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
A/1OUIlT P~"
36.06
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
"\
,..
-....
[?e..
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIllll OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU KAY eE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR IHSTRUCTIOHS.I
35.99
.07
.00
.07
Ily.I.".......
.
.
INHIRITANCI TAX
IX PLANATION
0' CHANGIS
COMMO~weALTH 0' ,eNNSYlVANIA
De'ARTMeNT 0' ReVeNUe
IUU.U 0' INDIVIDUAL TAXII
om. 210601
HAUISlURO. 'A 17121.0601
D N NAMe
Lt'
lIle NUMIU
,:)/ (/6 e~v</8
,tCij.
seHIDULI
ITIM
NO.
IX'LANATION 0' CHANOIS
F
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TAX EXAMINER: ~...-..A'..- ~
PAGE
STATUS REPORT UNDER RULE 6.12
Name of Decedent: IRVIN L.GORDON
Date of Death: 2lJ> DECE1Y1BrR. I'IljS
Will No. 21-ql.l-trD~~ Admin. No.
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 V No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the followings
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:
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 accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
ROBeRr E.. m'/E:R5, E:~Q.
Name (Please type or print)
"
,
IlJD DLD '10R.1(. R./)., NEW c.umeeR.l..MfD
Address Pit.
11Dl0
( m I 71lf--31l;3
Te I. No.
- -,
" .
'..''''
Capacity: Personal Representative
)( Counsel for personal
representative
(HAH: rmfl AM3)
,.
,
At:IERYATlCI" bht.. of deeMMntl dyS"I on or bIIfar. o.c.tMr n, I'll ... If en, lutur. Int.r.1t In the ..tat. II t,.ndarnll
In po.....lon or enJor-ent to C1... I (coll,t,r,.) bene'lclar... .f the decedent .'t,r the IxPiratlon .. .ny ..tata 'or
11'. or for ,..,., the ~.lth hereby ,,,,...1, ,...rv.. the right to .,pr.l.. ~ ...... tren,'.r Inherlt~ ,....
at the l..ful Chu . (caUat.raU ntl on .,., such future Intl,..t.
"'-01'
NOTlCEI To fvUUl the ''''.''''''1 of Section 2140 of the Im-rlt-.cl ... Elt,t, Tax Act, Act 2Z of 1"1. 12 P.I.
Section Zl4D.
PA'tMDfT1 Det.... the top portion of thh Mattei... .w.1t with your ,.v-It to the A....t.' of NUh printed on the r.....r.. ,.dI.
--..... ctMlCk or ..-..y orde, PQ1lbla tal REGISTER OF MILLS, AaEMT
All ,.,..,ta received ...11 fint be 1PP1Ied to .,., lnt.r..t which MY be dull with WI' r_Indllr IIPPlJld to the ta.
REnIGI CCAII , rtIhnf .f . tu credit, whIch .... not nqullted on the TalC Altum, MY be r.....ted by cOIIPlat11'4 en -ap,UClltlon
for A,fund of P~1Y1V8ftJ. Jnherltence ... E,t,t. Tax- CREV-I!.S). &,plleltlon. .r. av811~1. at the Dfflce
of the A..J.tar of WIll.. ~ of ~ ts Aevenue DI.trlct Offlc... Dr bv callIng the ~I.I 24.hour
......rlng ..rvlca ,.,.,.r. for fo~. ordlrlntll In Pwwlnl.,.,l. l.100.S62"2050. autll_ ""'nl.,.,l. Ind
Mlthln 1000I Herrl~rl er.. (717) 717"1094. TDD' (717) 772.2152 CHearl", Ie,81rld Onlv).
DUCTIONSI AtrI party In lnt.re.t not ..thfllNt Mlth ttM ..r.ll1Mnt. .llownce Dr dh.llownce of deduoUon.. Dr .....l8Mt
of tax Clncludlng dhCOU1t or lnter..U .. ....., on thh NoUel wst object Mlthln .bety (60) _. of rec.lpt of
thll Notice bvl
"..rIU., prot..t to the Pi DIpIrt--.t of AIV...... IoIr4 of Appall. Dept. ZlUZl. Herrlaburl. PA 17UI"UZl. OR
...lectlon to t.v. the att.r .t....1Md It MJdlt of thII ecCDU1t of the perlOMl r.,rlMntltlv.. OR
........1 to the Drp'''''' Court.
AllIIN
IITIlATI\/!
CDRAECTIONSI
Fecul Irron dhCOvtIrlCl on thll ..........t should be Iddr...'" ln wrltlnt tOI PA DIp.rOMt of AIYMUI,
lureeu of Indlvldu1l ,...., ATTNI Po.t A.........t A.vl... Unlt, Dept. 210601, Hlrrlabur., PA 17121.0601
Phone (717) 787.6505. SaI 'III 5 of the bookl.t -In.tructlon. for Inhlrltencl 'ax A.tum for I A..ldlnt
0IcedIn~ CREV"ISOI) for In .xpl.".tlon of IdIlnl.trltlvelv corr~t~l. .rror.,
n1lttVlfT'
,. "'''':' ~ ~ !: ::a!:t dthk t:\..~. (:. _1..":'0' _,UIIl .it.o. U- deceo.,,'. druth, . flYl parcent CS%) dlKOUnt of
1:.. la.t ...:" I. ..1lc....J..
PENAL TVI
TN 15% tax ~.ty non"Plrtlclp.tlon PlMltv 11 COIIPUtlNt on the total 0' tha tax .-.I Intlr..t .....IId, end not
paId before .....rv 11, 1"', thII flnt dlv aUer the Met of thII to: _stv perIod. Thh non.partlclpatlon
,...lty 11 .....111II1. ln thII ... .....r ..s In the the .... tI.. period a. you would .....1 the tax Ind Int.r"t
that hII. bIIn .....sed II Indlcatlld on thl. noUe..
JNTEJlUTI
Interllt 11 cMraad ta.llmlnt .,lth flnt day of dll1~, or "1", (9) -nth. Ind _ cn day 'rDII the d8t. of
dIIIth, to tha data 0' ~t. T.... Wllch bIc-. .11~t bI'ora .......ry 1, Ita! bear Intlrllt .t thII ret. of
,1. (6%) percent par ...... c.)cul.ted .t . dallv rat. 0' .000164. All h.... Mhlch bee-. dlU".,...t on ..s aft.r
JaroaMI")' 1, 1.1l ..111 bear lnt.r..t at . r.t. Wllch ..Ill VIII")' froe calandlr year to calandar PII" .,lth that r.ta
announced by thII PA Depart--.t of Aavanua. The appllc.bl. lntara.t rat.. 'or 1982 through 1"7 .ral
'!!!! Inte,..st Aeta DaIlY Intara.t Factor !!!! Intarest A.t. Dally [nhr..t Factor
1"2 U% .ODOS48 1.17 tX .D01247
UU 16% .01045' 1'"'1"1 11% .000SOI
1914 11% .00UIl 1"2 tX .010247
1915 ISX .00OS56 1"'-1'194 n .000192
UN lOX .001274 1"5.1997 tX .000247
--Interllt I' calcul.ted a. followlI
INTEREST . IALAllCE OF TAX VlfPAID X HUlIBER OF DAYB DELIHQUEIlT X DAILY INTEREST FACTOIl
"Any HoUe. b..... aUar \hi tax ~. dllInquent ..111 r.nect In Int.....t CII1culaUon to flU.., US) he
beyond \hi dlta 0' \hi ........,t. If ,.,.ant 11 IIda en.r the Intarllt COIIPUt.Uon dlta thoMn on \hi
Mot Ie.. addItIonal Int.ra.t lU.t be calculated.
REI[Jtv"noth E.tst.. of dendentl dvl,... on or before O'C....r 12, 1.11 -- If .,y future Int.r..t In tM ..t.t. II trM.f.rr"
In po.....lon or tnJo~t to CI... . (coll,t.r,l) ~flol.rl.. 0' tha decadent .ft.r tM .xplr.tlon 0' any ..t.t. 'or
lIf. or for y..r., tM (: __lth hlIrliQ axpr...b ,..Mrv.. the rllt'lt to ."r.l.. n ...... tr","r IMerltanctl Tu..
.t the l_tul CI... . (coU.t.nl) rat. on any IIUCh future Int"..t.
..- ..
HOnCE. To fulflU the rllClUlr~tI of SeoUon 214D 0' U. InMrltMC' and Est.t. Tu Act, Act 12 of 1991. 7Z P.I.
SaoUon 2140.
PAVftENTI Dat8Clh \hi top portion of thl. Notice MIl MlbIIlt ..Ith your .,.~t to tM R....t.r of WIU. print.. on tM r.".r.. .Ida.
...... check or 1tOM)' ordar p.yabl. tal REGISTER OF MILLS, AGENT
An ~t. racelved ...11 flrat ba applled to .,y Int.n.t Mhlch ..y ba dull ..Ith MY r..lnller appllad to the tax.
REFlIGI (tAh A r.fund of . tu crlldlt, Mhlch .... not r..,..ted on thlI Tax R.turn, ..y ba r....tad by ~I.U,... ." -AppllcaUon
for R.~ of Ptnn.)'lvanl, Inharltanc. and E.t.t. TIX- (REV.15IS). application. .r. ~Ilabl. .t tM Offlc.
of thII R....t.r of 11111., any of u. Z3 RavanJa Ohtrlct Office., or by e.UI,... thrI .,.cl.l 14.hou,.
."....,.1,... ..rvle. ruIIbIi,.. fa,. fora. o.....rl"'1 In PemsyIVMI. 1.100.36Z.115O, outllda Pan'lsyIYWIII and
..Ithln local Ha,.rllbur. .r.. (717) 717.1094, TOOt (717) 71Z.ZZ5~ (Hlerlng 1.,11,... Only).
DUCTIDNSI Any "rty In Int.,...t not SlU.fIM .,Ith tN appnl....,t, .UOWWtC. or dh.Uonnc. of dlducUon., or .....~t
of tax Unclucllng d"cotllt or Intl,...U II shown on thh NoUe. .,.t obJlCt ..Ithln IIMty ('0) dIIn of racelpt of
thlt M.1t1ca b)'1
....rltt., prot..t to thlI PA Dep.rt..1t of A.vlf'lUll, loI,.d of 1oppM1I, Dapt. 111021, ..,.r"bur., PA 17121.1021, OR
...IKUon to haYI the ..u.,. datlr.IMd .t eudl t of the. KCOIIIt of the Plrtonal r.rt..,..Uv., OR
.......1 to the Orphan.' eou,.t.
AllIIN
UTllATlVt:
a:JARECTlDNSI
factusl .rro,.. d"cov.,.ad on thlt .....l8WIt Ihould ba Ilddn..ad In ..,.1 Una! tol PA Depart..1t of RavlnUll,
lur..... of Jndlvldual Tax.., ATTN1 Po.t A....~t A.vl... Unit, Dapt. ZI06DI, ",.rllbur., PA 17121.0601
Phone (717) 717-6505. Sea,ega 5 of the bookl.t -In.tl"UCtlon. fo,. lohe,.ltane. Tax A.tum for. A..ldent
Dacadlnt" (REV.JSDl) for WI 1XP1W\ltlon of adllnlltratlVlIY c:or,.actabl. "tOrt.
If .ny t.. due .. paid .,lthln thr.. (3) caltndllr aonth. .fhr thlI dac:adent'. dHth, I five percant (n) discount of
thrI t.. ,.Id h .Uowed. .
ThlI In tax _.ty non.parUc1p.Uon ,.,.1 U 11 eoaputad on the total of the tax 8nd In"r..t ........, MIl not
"Id befare J....ry 11, 1"', the IIrtt dIIy .ft.,. the and of the to --.-.ty "dod. Thll non.,.ttlc:1peUon
panalb 11 .....Iabl. In tht ... ---.ar .-.I In tht the __ U.. Plrlod .. you MOUld .....1 tM tax 8nd Int.,...t
that hat bean ........ .. IncUClltM on thlt noUc..
DJICOI.IIT.
PEMALTYI
INTDEST.
Int.,.... II chargad batl.....11'II .,Ith fl,..t day of cMlInquenc:y, or "Ina (9) aonth. and ana (1) dIIy frM the dIIt. of
death, to tha deta of payMnt. Tua. tlhlch bee-. dell"..,t bafo,.. J.......ry 1, 1'12 baIIr lnt.,...t .t the rat. of
.lK (6%) pe,.cent ,.r ..... e.lcuhtad .t . alh ute of .0D0164. AU tu.. Mhlc:h __ delinquent on and .ft.r
Januaf'J' 1, 1.11 ,ifill bear Int.r..t .t . ,..t. Mhlctl ..Ill van frM calandltr )'Hr to cal",. )"H" .,Ith that rat.
~ II)' thI PI o.p.ru..t of Aavanull. The ...Ucabl. lnt.,...t ,..... fa" 1912 through 1997 .ral
!!!! Int.,...t Ret. D.lly Inhr..t hetor :!!!r Int.,...t R.ta DIlly Int.,...t factor
nlr rox .00D54I 1917 'X .ODOZ47
I9IS 16X .ODD411 1911-1991 IIX . ODUIl
1'14 IIX .DDDsal 199r OX .DDOZ47
I'"S ISX .000356 I99S-I'" n .000192
I'" lOX .DDOZ7" 1995"I997 'X .0002:47
..Int.r..t I. celc:uletad .. follow..
'INTEIlEllT . eALAHCE OF TAX UlfPAID X HUllBER OF DAYS DELINQUEHT X DULY IIlTERE8T FACTOR
u""" NoUc. I..uad .ft.r the tax bac:0fII. cMlInquant .,111 rlnact ." Int.,...t calcul.t1on to flft.., US) dIIy.
beyond the date of the ........,t. If "'YNnt 11 ... .ft.,. the Int.,...t eoaput.Uon data Ihowl on the
Motlu, additional Intlre.t .,.t be c.lcubtad.