HomeMy WebLinkAbout96-00075
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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The petltJoner(s) above-named swear(s) or arflnn(s) that the
ltatementsln the rorqolna petition are true and correct to the best
or the knowledge and beller or petltloner(s) and that as personal
representatlve(s) or the above decedent petltloner(s) will well and
truly administer the estate according to law.
,.
Sworn to or arnnned and subscribed J ~'J )Lk-\~ I
berore me this 25 day or
January 19-2.L
Mary C. Lewis Rqlsltf L
No.
21-96-75
Estate of ARVIE B. MANN
, Deceased
GRANT OF LETIERS OF ADMINISTRATION
AND NOW .1A""Ary 26 19~, In consideration or the petition on
the reverse side hereor, IBtlsractory proor having been presented berore me,
IT IS DECREED that LEROY K. MANN
Is/arftDtltled to Letters or Administration. and In accord with such f1ndln.1. Letters or Administration
are hereby granted to
T.F.RnV K MANN
In the estate or
ARVIE B. MANN
7rUU:1- (!. ~,",'.J~/;/1;? )/I,u"u
(/ Rqlsttr or WIlli
Mary C. Lewis
FEES
Letters or Administration ..... S 3 7 5 . 0 0
Short Certlflcates( ).......... S 3 0 . 00
Renunc:latlon ................ S
JCP S 5.00
TOTAL _ S 410.00
Filed .~~!l.~..~~.,.~~!U;,.. A.D. 19_
Brin\lpl: M. Whitlpy, !';IIP r.t. 33580
ATTORNEY (Sup. 1:1. I.D. No.)
Keefer, Wood, Allen and Rahal
p,g. !lall 1196J, lIan:ieeurg, PA 17108
ADDRESS
(7171 ?~~_Rn?"7
PHONE
21-96-75
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
In reI Estate of Arvie B. Mann, Deceased
No. 1996-00075
TO: Louise E. Mierau
720 Emerson
Goshen, IN 46526
Please take notice of the death of decedent and the grant of
letters to the personal representative named beloW. You may have
a beneficial interest in the Estate as follows:
Louise E. Mierau, as a daughter of the decedent, is entitled
to a one-eighth (1/8) equal share of the residue of the estate,
after distribution of the spousal intestate share, in accordance
with the law of intestate succession.
Name of decedent:
Last known address
of decedent:
Arvie B. Mann
923 Grantham Road
Grantham, PA 17027
Date of Death:
December 19, 1995
Place of Death:
Dauphin county
County of Grant of
original Letters:
Decedent died intestate.
cumberland
Name(s), addresses) and telephone number(s) of all personal
representatives appointed:
Leroy K. Mann, Administrator 923 Grantham Road (717)-697-9252
Grantham, PA 17027
Additional information may be obtained from the undersigned.
Date: February 6, 1996
.I
/')I..,~L,tl}it ..31(, i (.'-';1
'-Bridget M. Whi:'tley, Esq.
KEEFER, WOOD, ALLEN & RAHAL
210 Walnut street
P. O. Box 11963
Harrisburg, PA 17108-1963
(717) 255"';8027
capacity: counsel for personal
representative
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
TO: Robin E. Mann
4217 Cesar Chavez
San Franciso, CA 94131
Please take notice of the death of decedent and
letters to the personal representative named below.
a beneficial interest in the Estate as follows:
Robin E. Mann, as a daughter of the decedent, is entitled to
a one-eighth (1/8) equal share of the residue of the estate,
after distribution of the spousal intestate share, in accordance
with the law of intestate succession.
the grant of
You may have
BEFORE THE REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
In re: Estate of Arvie B. Mann, Deceased
No. 1996-00075
Name of decedent:
Last known address
of decedent:
Arvie B. Mann
923 Grantham Road
Grantham, PA 17027
Date of Death:
December 19, 1995
Dauphin County
Place of Death:
County of Grant of
Original Letters:
Decedent died intestate.
Cumberland
Name(s), addresses) and telephone number(s) of all personal
representatives appointed:
Leroy K. Mann, Administrator 923 Grantham Road (717)-697-9252
Grantham, PA 17027
Additional information may be obtained from the undersigned.
Date: February 6, 1996
,
J<..04. "d~ )I/. Ij-!r..dt'L
idget M. Whitle , Esq.
KEEFER, WOOD, ALLEN & RAHAL
210 Walnut street
P. O. Box 11963
Harrisburg, PA 17108-1963
(717) 255-8027
capacity: Counsel for personal
representative
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
In reI Estate of Arvie B. Mann, Deceased
No. 1996-00075
TO: David Mann
2024 28th Avenue
Minneapolis, MN 55406
Please take notice of the death of decedent and
letters to the personal representative named below.
a beneficial interest in the Estate as follows:
the grant of
You may have
David Mann, as the son of the decedent, is entitled to a
one-eighth (1/8) equal share of the residue of the estate, after
distribution of the spousal intestate share, in accordance with
the law of intestate succession.
Name of decedent:
Last known address
of decedent:
Arvie B. Mann
923 Grantham Road
Grantham, PA 17027
Date of Death:
December 19, 1995
Place of Death:
Dauphin county
County of Grant of
original Letters:
Decedent died intestate.
Cumberland
Name(s), addresses) and telephone number(s) of all personal
representatives appointed:
Leroy K. Mann, Administrator 923 Grantham Road (717)-697-9252
Grantham, PA 17027
Additional information may be obtained from the undersigned.
Date: February 6, 1996
Ii
,6..'LJid jlf, .:::Jft.....lf!.y
, Bridget M. Whitley, Esq.
KEEFER, WOOD, ALLEN & RAHAL
210 Walnut Street
P. O. Box 11963
Harrisburg, PA 17108-1963
(717) 255-8027
Capacity: Counsel for personal
representative
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IN THE MATTER OF THE
ESTATE OF ARVIE B. MANN,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1996-00075
ESTATE SETTLEMENT AGREEMENT
THIS AGREEMENT, made this 31st day of March, 1997,
WIT N E SSE T H :
THE CIRCUMSTANCES leading up to the execution of this Agree-
ment are as follows:
1. Arvie B. Mann (the "Decedent"), died intestate on
December 19, 1995, and Leroy K. Mann (the "Administrator") duly
qualified with the Register of Wills of Cumberland county,
Pennsylvania, as the Administrator of the Decedent's probate
estate (the "Estate").
2. The Decedent was survived by her husband, Leroy K. Mann
(the "Husband"), and by her children, David Mann, Louise E.
Mierau, Robin E. Mann, and Althea Sue Mann (collectively, the
"Children").
3. Under Pennsylvania law, 20 Pa. C.S. Section 2102, the
Husband is entitled to receive, as his intestate share, the first
$30,000 plus one-half of the balance of the Decedent's Estate.
4. Under Pennsylvania law, 20 Pa.C.S. Section 2103, the
Children are entitled to receive the balance of the Decedent's
Estate.
5. By instrument dated May 28, 1996, the Husband dis-
claimed his intestate share of the Decedent's Estate. A true
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and correct copy of the Inatrument of Disclaimer is attached
hereto as Exhibit A, and incorporated herein by this reference.
By virtue of the disclaimel, the Children are entitled to receive
allot the Decedent's Estate, in equal shares.
6. All tax returns have been filed in connection with the
Estate, and both the Internal Revenue Service and the Pennsylva-
nia Department of Revenue have issued notices to the Administra-
tor, confirming that no further taxes are owed by the Estate.
7. The Children now desire the Administrator to settle the
Estate informally in order to avoid the expense and delay in-
volved with the formal adjudication of a First and Final Account
by the Orphans' Court Division of the Court of Common Pleas of
cumberland County, Pennsylvania (the "Court").
8. The Children desire to forever settle and compromise
any and all claims and rights which they may possess, now or
hereafter, in the Estate and to confirm their acceptance of the
Informal Account (the "Account"), attached hereto as Exhibit B
and incorporated herein by this reference, and the Schedule of
Proposed Distribution (the "Schedule"), attached hereto as
Exhibit C and incorporated herein by this reference. The Chil-
dren desire that the distributions to them, as set forth on
Exhibit C be in full satisfaction of their rights in the Estate.
9. The Children wish to release the Administrator and to
indemnify him against any and all claims that may be asserted
against the Estate or the Administrator after the date hereof.
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10. The Administrator is willing to settle the Estate
intormally in consideration of the indemnifications hereinatter
provided by the Beneficiaries.
NOW THEREFORE, in consideration of the foregoing and intend-
ing to be legally bound, jointly and severally, the Children, for
themselves, their successors and assigns:
1. Represent and warrant that they have read and
understand this Agreement and confirm that the
facts set forth above are true and correct, to the
best of their knowledge, information and belief.
2. Declare that they have sufficient information to
make an informed waiver of their right to a formal
accounting with the Court, and do hereby waive the
filing and auditing of the same.
3. Acknowledge that the distributive share or amount
set forth on the Schedule shall be in full satis-
faction of their respective entitlements under the
laws of intestate succession of the Commonwealth
of Pennsylvania.
4. Release, remise, quitclaim and forever discharge
the Administrator, his heirs, personal representa-
tives, successors and assigns, from and against
all claims that they, as intestate beneficiaries
of the Estate, had, now have, or may in the future
have, in connection with the Estate.
5. Agree to refund, on demand, all or any part of any
aforesaid distribution, which has been determined
by the Administrator, or by the Court, or by any
court of competent jurisdiction, to have been
improperly made.
6. Agree to indemnify and hold harmless the Adminis-
trator, his heirs, personal representatives,
successors and assigns, from and against any and
all claims, loss, liability or damage (whether or
not related to the negligence of the Administra-
tor) that may hereafter be asserted against the
Estate or against the Administrator.
7. Agree to execute such other or additional docu-
ments as may be necessary to effectuate the agree-
ments set forth herein.
-3-
, '
.
IN THE MATTER OF THE
ESTATE OF ARVIE B. MANN,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNT~, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1996-00075
INSTRUMENT OF DISCLAIMER
THIS INSTRUMENT, made this '1 ~ t-~ day of ^^ '<! '1_' 1996,
WIT N E SSE T H :
THE CIRCUMSTANCES leading up to the execution of this Instru-
ment are as follows:
1. Arvie B. Mann (the "Decedent"), died intestate on Decem-
ber 19, 1995, and Leroy K. Mann duly qualified with the Register of
Wills of Cumberland County, pennsylvania, as the Administrator of
the Decedent's probate estate (the "Estate").
2. The Decedent was survived by her husband, Leroy K. Mann
(the "HuSband"), and by her children, David Mann, Louise E. Mierau,
Robin E. Mann, and Althea Sue Mann (collectively, the "Children").
3. Under Pennsylvania law, Section 2102 of the Probate,
Estates and Fiduciaries Code, 20 Pa. Cons. Stat. S 2102 (Supp.
1995), the Husband is entitled to receive, as his intestate share,
the first $30,000 plus one-half of the balance of the Decedent's
Estate.
4. Under Pennsylvania law, Section 2103 of the Probate,
Estates and Fiduciaries Code, 20 Pa. Cons. Stat. S 2103 (Supp.
1995), the Children are entitled to receive the remaining balance
ot the Decedent's Estate.
Oil"l A
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COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
THE FIRST AND FINAL ACCOUNT OF
Leroy K. Mann, Administrator
For
ESTATE OF Arvie B. Mann, Deceased
Date of Death:
December 19, 1995
Date of Appointment:
Accounting for the period:
January 26, 1996
December 19, 1995 to
May 30, 1997
Purpose of Account: Leroy K, Mann, Administrator, offers this
account to acquaint interested parties with the transactions
that have occurred during his/her administration,
It is important that the account be carefully examined.
Requests for additional information, or questions, or
objections, can be discussed with:
Bridget M. Whitley
Keefer, Wood, Allen & Rahal
210 Walnut Street
PO Box 11963
Harrisburg, PA 17108-1963
(717) 255 - 8000
_8
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Summary of Account
19 $ 44,776.31
21 442,83
$ 45,219.14
23
$ 45,219.14
24 9,041.81
25 36,177.33
$ 528,012,54
ac===a=amaaa_aa
Page
Principal
Receipts
Net Gain on Sales or Other
Disposition
2
5
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commissions
10
10
10
11
12
Balance Before Distributions
Distributions to Beneficiaries
13
Principal Balance on Hand
14
For Information:
Investments Made 15
Changes in Investment Holdings 15
Income
Receipts
Net Gain on Sales or Other
Dispositions
Less Disbursements:
Balance Before Distributions
Distributions to Beneficiaries
Income Balance on Hand
combined Balance on Hand
(1)
EXI\lBIl 8
$
$
$ 2,060.86
7,345.20
908.99
38,773,55
10,637.30
$
$
.,
621,822.56
24,738.55
646,561.11
59,725.90
586,835.21
95,000.00
491,835.21
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Receipts of Principal (Continued)
No. of
Shares
Stocks
Inventory
Value
12/19/95
5,325.4550 vanguard/Wellesley Income Fund
Portfolio $
2,334.5940 Vanguard/Wellington Fund
Portfolio
110,236.92
400
200
WMX Technologies, Inc" common
56,100,29
11,476.00
Walt Disney Co., common
Total Stocks
11,926.00
$
550,059.12
Cash
Dauphin Deposit C.D.
118100715351
$
30,000.00
Interest to date of death
1,465.55
Uncashed American Express
check
100.00
Total Cash
$
31,565.55
Checking/Savinqs Accounts
Dauphin Deposit Bank Personal
Portfolio Account $
2,614.83
Interest to date of death
66.22
Total Checking/Savings Accounts
Tanqible Personal Property
$
2,681. 05
Tangible personal property
$
500.00
Total Tangible Personal Property
Total Inventory
$
$
500.00
617,673.72
Receipts Subsequent to Inventory
04/08/96
Refund from Polyclinic Medical
Center $
1,050,00
Page 2
(3)
EXHlBIl 8
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Gains and Losses on Sales or Other Dispositions (Continued)
Date Description Net Gain Net Loss
02/23/96 Sale:
697 Shs.
Burlington RES Inc. , common
Net Proceeds $ 27,211. 78
Inventoried @ 27,183,00 $ 28.78
02/23/96 Sale:
200 Shs,
Walt Disney Co., common
Net Proceeds $ 12,654,57
Inventoried @ 11,926,00 728.57
02/23/96 Sale:
166 Shs.
El Paso Natural Gas Co"
common
Net Proceeds $
Inventoried @
5,703.40
4,897.00
806.40
02/23/96 Sale:
400
Hershey Foods
Net Proceeds
Inventoried @
Shs.
Corp., common
$ 30,398.98
26,252.00
4,146,98
02/23/96 Sale:
600
McDonalds Corp.,
Net Proceeds $
Inventoried @
shs,
common
29,719.00
26,700.00
3,019.00
02/23/96 Sale:
300 Shs.
Morton International Inc,
Net Proceeds $ 10,714.64
Inventoried @ 10,293,00
02/23/96 Sale:
421. 64
400 Shs.
WMX Technologies, Inc" common
Inventoried @ $ 11,476.00
Net Proceeds 11,149.62
04/15/96 Collection:
Uncashed American Express
check
Net Proceeds $ 100,00
Carried at 100.00
$
326.38
Page 2
(6)
EXI\1BIl B
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Gains and Losses on Sales or Other Dispositions (Continued)
Date Description Net Gain Net Loss
11/30/96 Capital Gains:
Vanguard/Wellesley Income Fund
Portfolio
Short term capital gains
distributions
Net Proceeds $ 164,37
Inventoried @ 0,00 $ 164.37
11/30/96 Capital Gains:
Vanguard/Wellesley Income Fund
Portfolio
Long term capital gains
distributions
Net Proceeds $ 328,75
Inventoried @ 0,00 328,75
12/31/96 Capital Gains:
Vanguard/Wellesley Income Fund
Portfolio
Long term capital gains
distribution
Net Proceeds $ 2,927,32
Inventoried @ 0,00 2,927,32
12/31/96 Capital Gains:
Vanguard/Wellington Fund
Portfolio
Long Term Capital Gains
distribution
Net Proceeds $ 2,473.87
Inventoried @ 0,00 2,473,87
12/31/96 Capital Gains:
Vanguard/Wellington Fund
Portfolio
Short Term Capital Gains
distribution
Net Proceeds $ 179.27
Inventoried @ 0.00 179.27
Page 3
(7)
l~\I\~\l 8
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Gains and Losses on Sales or Other Dispositions (Continued)
Date
Description
Net Gain
Net Loss
03/31/97 Capital Gains:
Vanguard/wellesley Income Fund
Portfolio
Long Term Capital Gains
Distribution
Net Proceeds $ 985.84
Inventoried @ 0.00
$
985.84
05/07/97 Redemption:
Dauphin Deposit C.D.
118100715351
Net Proceeds $
Carried at
34,507.36
34,507.36
05/13/97 Sale:
11,412.9870
Vanguard - Short
Portfolio, Acct.
Inventoried @ $
Net Proceeds
Shs.
Term Federal
119880505739
116,640.73
114,586.39
$
2,054.34
05/13/97 Sale:
5,593.7420 Shs.
VBIF-Total Bond Market
Portfolio
Inventoried @ $
Net Proceeds
56,273.04
54,371.17
1,901.87
05/13/97 Sale:
1,028.0690 Shs,
VMBF-Limited Term Portfolio
Inventoried @ $ 11,010.62
Net Proceeds 10,918.09
05/13/97 Sale:
92.53
5,617.0400 Shs,
Vanguard/Wellesley Income
Portfolio
Net Proceeds $
Inventoried @
Fund
116,272,73
116,134.33
138.40
05/13/97 Sale:
2,436.3250 Shs.
Vanguard/wellington Fund
Portfolio
Net Proceeds $
Inventoried @
68,046,56
58,753.43
9,293.13
Page 4
(8)
UIlIBI1 8
Disbursements of Principal (Continued)
Date Amount
Paid Paid
Federal and State Taxes
PA Department of Revenue
02/24/97 $ 357.09
Total Federal and State Taxes $ 38,773.55
Fees and Commissions
Cumberland Co. Reg. of Wills
02/27/96 $ 410,00
Keefer, Wood, Allen & Rahal
08/15/96 4,750.00
Keefer, Wood, Allen & Rahal
11/27/96 4,750.00
Coopers & Lybrand, CPA
04/16/97 727.30
Total Fees and Commissions $ 10,637.30
Total Principal Disbursements $ 59,725.90
=============U:I=
Page 3
(12)
EXHIBIT B
Distributions of Principal to Beneficiaries
Distribution Value
Louise E. Mierau
11/30/96 Cash
05/02/97 Cash
Distributed in exchange for
note to estate
Robin E. Mann
11/30/96 Cash
David Mann
11/30/96 Cash
03/20/97 Cash
Distributed in exchange for
note to estate
Althea Sue Mann
11/30/96 Cash
$ 5,000.00
25,000.00
$ 5,000.00
50,000.00
Total Distributions of Principal to Beneficiaries
Page 1
(13)
ml\ml 8
$ 30,000.00
5,000.00
55,000.00
5,000.00
$
95,000.00
===============
. ,
Information Schedules - Principal
Investments Made
Cost
Vanguard/Wellesley Income Fund
Portfolio
12/20/95 15,8970 Shs. Short term capital gains $ 319.53
distribution reinvestment
12/20/95 58,2890 Shs. Long term capital gains 1,171,60
distribution reinvestment
11/30/96 8,2270 Shs. Reinvestment of short term 164,37
capital gains distribution
11/30/96 16.4540 Shs. Reinvestment of long term 328.75
capital gains distribution
12/31/96 144,3450 Shs, Reinvestment of long terms 2,927.32
capital gains distribution
03/31/97 48,3730 Shs, Reinvestment of long term 985,84
capital gains distribution
12/31/96
12/31/96
Vanguard/Wellington Fund
Portfolio
94.8570 Shs.
6.8740 Shs.
2,473,87
179,27
Total Principal Investments
$
8,550.55
===============
12/19/95
02/21/96
Chanqes in Investment Holdinqs
six $10,000 Series EE U.S.
Savings Bonds purchased during
the period of April 1993
through January 1994 as more
fully described in the
attached Schedule
60,000 Par Rec'd.
(60,000) Par Redeemed
30,000.00
(30,000.00)
Daaaa..aaaaaaa=a
ca=aa====llu:u;aaaa
AT&T
Corp, , common
430 Shs,
(430) Shs,
Rec'd.
Sold
$
28,328.40
(28,328.40)
12/19/95
02/23/96
aaaaaa_a...aaaaa
=ac======aazuilaa
12/19/95
02/22/96
Bell Atlantic, common
329.6250 Shs.
(329.6250)Shs,
Rec'd,
Sold
$
22,351. 87
(22,351.87)
...aaa..aamaaa..
===============
Page 1
(15)
:)'IIIBI1 B
.
12/19/95
02/23/96
12/19/95
02/23/96
12/19/95
02/23/96
12/19/95
02/23/96
12/19/95
02/23/96
12/19/95
02/23/96
12/19/95
05/13/97
12/19/95
05/13/97
12/19/95
05/13/97
Page 2
Information Schedules - Principal (Continued)
Changes in Investment Holdings
Burlington Northern Santa Fe,
common
Cost
400
(400)
Shs. Rec'd.
Shs. Sold
29,824.00
(29,824.00)
$
......a..a..aa..
==aazu:::zaac:zaaaaaa
Burlington RES Inc., common
697 Shs. Rec'd,
(697) Shs, Sold
$
27,183.00
(27,183.00)
aD_aaa=aaaaeaa..
=========a===a=
El Paso Natural Gas Co"
common
166
(166)
Shs. Rec'd.
Shs, Sold
4,897,00
(4,897.00)
$
================
===============
Hershey Foods Corp., common
400 Shs. Rec'd,
(400) Shs. Sold
$
26,252.00
(26,252.00)
================
===============
McDonalds Corp.,
600
(600)
common
Shs. Rec'd.
Shs. Sold
$
26,700.00
(26,700.00)
================
===============
Morton
International Inc.
300 Shs. Rec'd.
(300) Shs. Sold
10,293.00
(10,293,00)
$
===a============
===============
VBIF-Total Bond Market
Portfolio
5,593.7420 Shs.
(5,593.7420)Shs,
Rec'd.
Sold
$
56,273.04
(56,273.04)
__a====_========
===============
VMBF-Limited Term Portfolio
1,028.0690 Shs. Rec'd,
(l,028,0690)Shs. Sold
$
11,010,62
(11,010.62)
===a============
======aa=======
Vanguard - Short Term Federal
Portfolio, Acct. 119880505739
11,412.9870 Shs, Rec'd,
(11,412,9870)Shs, Sold
$
116,640.73
(116,640.73)
================
=======a=aa====
(16)
U.\\\~\1 (\
Information Schedules - Principal (Continued)
Changes in Investment Holdinqs
(Continued from previous page)
Long Term Capital Gains
Distribution
5,617.0400 Shs, On Hand
05/13/97 (5,617.0400)Shs. Sold
.
................
12/19/95
12/31/96
12/31/96
12/31/96
Vanguard/Wellington Fund
Portfolio
2,334,5940 Shs.
94,8570 Shs.
6.8740 Shs.
2,436,3250 Shs,
o Shs,
12/31/96
2,436.3250 Shs,
o Shs,
05/13/97
2,436.3250 Shs.
(2,436.3250)Shs.
aDa_DaaaaaaaaDaa
Cost
$
$
0.00
116,134.33
(116,134.33)
...............
$ 56,100.29
2,473,87
179,27
$ 58,753.43
Gains
0.00
$ 58,753.43
Gains
0.00
$ 58,753.43
(58,753.43)
Rec'd,
Purchased
Purchased
On Hand
Capital Gains
Long Term Capital
distribution
On Hand
Capital Gains
Short Term Capital
distribution
On Hand
Sold
l::usaaaaaCZ=.lilu:raaa
12/19/95
02/23/96
WMX Technoloqies, Inc., common
400 Shs. Rec'd.
(400) Shs. Sold
11,476.00
(11,476.00)
aaaaaaaaaaaaaa._
12/19/95
02/23/96
Walt Disney Co.,
200
(200)
common
shs. Rec'd.
Shs. Sold
11,926.00
(11,926.00)
a_aa__=.aaaaaa__
$
======c:==clI::;==_a
$
====l:Iaa====::II:=a
Tanqible personal property
12/19/95 Rec'd.
On Hand
Page 4
$
$
500.00
500.00
=======al:::lDa==aa
(18)
Ul\\8\l 8
Receipts of Income (Continued)
(Continued from previous page)
11/30/96 Dividend on 11,469,2030 Shs, $ 6,586.11
12/31/96 Dividend on 12,120.9930 Shs, 634,09
03/31/97 Dividend on 12,183.7120 Shs, 1,868.99
, 04/30/97 Dividend on 12,369.4490 Shs, 623,26
05/14/97 Dividend on (O.OOOO)Shs. 269.54 $ 10,205.21
Vanguard/wellesley Income Fund
Portfolio
12/20/95 Dividend on 5,325,4550 Shs. $ 1,597.64
11/30/96 Dividend on 5,479,1260 Shs. 4,681.69
12/31/96 Dividend on 5,739,8480 Shs. 1,836.75
03/31/97 Dividend on 5,974,7630 Shs. 1,672 . 93 9,789.01
Vanguard/Wellington Fund
Portfolio
11/30/96 Dividend on 2,334,5940 Shs. $ 1,411.91
12/31/96 Dividend on 2,390,2170 Shs. 1,099.50
03/31/97 Dividend on 2,534.1070 She, 506.82 3,018.23
WMX Technologies, Inc. , common
11/30/96 $ 60.00 60.00
Walt Disney Co., common
11/30/96 $ 18,00 18.00
Dauphin Deposit C,D.
118100715351
04/15/96 Interest $ 2,179.56
Less Accrued Portion (1,465.55)
04/10/97 Interest 2,327.80
05/07/97 Interest 179.19 3,221. 00
Dauphin Deposit Bank Personal
Portfolio Account
11/30/96 Interest $ 6,944.86
Less Accrued Portion (66.22)
03/31/97 Interest 2,962.65
04/03/97 Interest 658.84
05/05/97 Interest 497.22
05/13/97 Interest 210.01
05/14/97 Interest paid by David Mann on
advance distribution from
Estate 376.75
05/14/97 Interest paid by Louise Mierau
on advance distribution from
Estate 51. 38 11,635.49
Total Receipts of Income $ 44,776.31
11I1::11::1....11I.......
Page 2
(20)
a\\\~\l B
J, ,
Gains and Losses on Sales or Other Dispositions
of Income Assets
Date
Description
Net Gain
Net Loss
02/22/96 Sale:
3.3210 Shs.
Bell Atlantic, common
Inventoried @ $
Net Proceeds
229,74
226.02
$
3,72
05/07/97 Redemption:
Dauphin Deposit C.D,
118100715351
Net Proceeds $
Carried at
179,19
179.19
05/13/97 Sale:
Shs.
Term Federal
119880505739
10,288.66
10,226.14
62.52
1,018.5400
Vanguard - Short
Portfolio, Acct.
Inventoried @ $
Net Proceeds
05/13/97 Sale:
541. 6060 Shs.
VBIF-Total Bond Market
Portfolio
Inventoried @ $
Net Proceeds
5,306.18
5,264,41
41. 77
05/13/97 Sale:
67,2350 Shs,
VMBF-Limited Term Portfolio
Inventoried @ $ 718,04
Net Proceeds 714 , 04
4.00
05/13/97 Sale:
488.1830 Shs.
Vanguard/Wellesley Income
Portfolio
Net Proceeds $
Inventoried @
Fund
10,105,39
9,789.01
$
316.38
05/13/97 Sale:
116.6020 Shs,
Vanguard/Wellington Fund
Portfolio
Net Proceeds $
Inventoried @
3,256.69
3,018.23
238.46
Page 1
(21)
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IN THE MATTER OF THE
ESTATE OF ARVIE B. MANN,
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
NO. 1996-00075
INSTRUMENT OF DISCLAIMER
THIS INSTRUMENT, made thio '1 g+"'- day of ~, 1996,
WIT N E SSE T H :
THE CIRCUMSTANCES leading up to the execution of this Instru-
ment are as follows:
1. Arvie B. Mann (the "Decedent"), died intestate on Decem-
ber 19, 1995, and Leroy K. Mann duly qualified with the Register of
wills ot CUmberland County, Pennsylvania, as the Administrator of
the Decedent's probate estate (the "Estate").
2. The Decedent was survived by her husband, Leroy K. Mann
(the "Husband"), and by her children, David Mann, Louise E. Mierau,
Robin E. Mann, and Althea Sue Mann (collectively, the "Children").
3. Under Pennsylvania law, Section 2102 of the Probate,
Estates and Fiduciaries Code, 20 Pa. Cons. Stat. S 2102 (supp.
1995), the Husband is entitled to receive, as his intestate share,
the first $30,000 plus one-half of the balance of the Decedent's
Estate.
4. Under Pennsylvania law, Section 2103 of the Probate,
Estates and Fiduciaries Code, 20 Pa. Cons. Stat. S 2103 (Supp.
1995), the Children are entitled to receive the remaining balance
ot the Decedent's Estate.
COIol~FI>'Xf,~W\\'b'''.fi1Ml~~'NI'
HARA,sR~~t.~12l'060'
(..$-. '80 - (:3
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
FILE NUMBER
21
COUNfY CODE
REV-'500EX ,p.I4)
FOR DATES OF OEATH AFTER IZI , I CHECK HERE
IF A SPOUSAL
405-16-3631 12 19 95 Coun CUMBERLAND
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRST AHO MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Lero K. Mann 278-12-4170
X 1. Original R,turn 2. Supplemental Aelurn
4. limt.d Estate 4&1. Fulure Inter,sl Compron'lls'
(lor datos 01 daalh ahe, 12-12-82)
D I. Decedent Died restal. D 7. Olcedent Maintained a living Trust
IAlUlch co 01 Willi (AlUlch a co 01 Trustl
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
a 2 HAUE COMPLETE MAILING ADDRESS
R D Brid et M, Whitle Keefer, Wood, Allen & Rahal
E E
S N tELEPHONENUIolBER P.O. Box 11963, ~-Walnut St, :0
- T 717 255-8027 Harrisbur PA 1'7108-19})' "'.:10
1, Rtal EstatelSchedulo A) 1)
2. Slocks and Bonds ISchtdule B) (2)
3. Closely Held StocklPartne"hip Inlerest (Schtdule C) (3)
4, Mortgagts and Noles Roceivable (Schedule D) (4)
5. Cash, Bank Depos~s & M;,cellaneous Personal P,oporty (Sch, E) (5)
6. Jointly Owned Proporty (Schedule F) (6)
7. Translo" (Schtdulo G)(Schtdulo L) (7)
I. Tolal Gross Assets (tolal Linos 1-7)
9. Funeral Expenses. Administlative Costs, Miscellaneous
E'pon..s (Schedule HI
10. Dobts, Mortgage Liab"~ies, Liens (Schodulo I)
11. Total Deductions lIotal Lines 9 & 10)
12. Not Valuo 01 Estate lLine 8 minus Line 11)
13. Char~able and Governmental Bequests (Schtdule J)
14, Not Value Sub ect 10 Tax (Line 12 minus Line 13)
15. Spousal Transfe" (for dalos 01 death ehor 6-30-94)
See Instluctions tal Applicable Percentage on page 2.
(Include values from Schodule K or Schtdule M,)
16. Amount 01 Line 14 taxable at 6'1. ralo
(Include values from Schtdule K or Schodule M,)
17. Amount of line 14 taxabJe at 1S'/. rat.
(Include valueslrom Schedulo K or Schodule M)
18, P,incipalta, duo (Add ta, from Lino 15, 16 and 17,1
19. Credits Spousal Poverty Credrt Prlol Payments Oiscount Interest
0.00' 30,000.00' 1,500.00 0,00
20, II Line 1915 rtaler than Line 18, onler tht dilloronce on Lino 20, This is the OVERPAYMENT.
~ 0 Chtck hlN II llU..,. UIItIn a refund 01 ur ova I ant.
21. II Line 18 is greator than Line 19, enler the dilloronce on Line 21. This is tho TAX DUE,
A. Enter the interesl on the balance due on line 21A.
B. Enter tht total of Lino 21 and 21A on Line 21B, This is the BALANCE DUE.
Make Chock Pa able 10: R lot" of Wille, A ent
. . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH
Under 1*\1111" or perlUIY ,I cHcyr. that I have ..amIrMld Ihls '.lUfn,lntlucll"9 Kcompanyl"9 .cMdules .nd st.tements, and to Ihe but 01",., knawled;e _nd bell.I,lt II'rUll,
COItlCt_net camp;ele. . decyre thai III ,..I ntlte hIS betln repolled _ttrUll fI\Irket VltUll. OedlraUon of preplf.r other thin the perSONl represenlallvels based an .l1lnfOfrl'llUon of
which prepar... hAS -"'V knaw'-dg..
CAB
H P L
E P 0
C R C
K 0 K
P 5
D
E
C
E
D
E
~
DECEDENt., NAME (LAS'. FIRSt, AND UIDOLE INIfIAl)
Mann Arvie B.
SOCIAL SECURIn' NUMBER
DECEDENT'S COMPLEtE ADDRESS
923 Grantham Road
Grantham, PA 17027
DA'E OF DEA'H
DAlE OF BIR'H
1996
YEAR
00075
NUMBER
AMOUNT RECEIVEO(SEE INSTRUCtiONS)
18 514.58
~ 5.
_,LI,
Remainder R.turn
(for datos 01 dtalh prior 1012-13-82)
Federal Estate Tall Return Required
Total Number 01 Sale Oeposit BOIlIS
582,927,12
i'l
P
i....)
LoJ
R
E
C
A
P
I
T
U
L
A
T
I
o
N
34,646.77
18,514.58
(I),J
(9)
17,760,85
(10)
(11)
(12)
(13)
(14)
(15)
18 ,514.58 X. ~=
(16)
599 , 813 . 04 X ,06 =
T
~
(17)
0.00 X ,15 =
C
o
M
P
U
I
T
I
o
N
(II)
(19)
(20)
(21)
(21A)
(21B)
SlaNAT-#.O' PERSON RESPONSIBLE 'OR FlLlNa REI URN
ADDRESS
~f.3_ _ 9F_,!,!~)1_,!,!" !l,q'!>I_" _ _ _ _ _, _, _ _ _ _ _ _ _ _ _. _ _ _ _ _, _ _,__
Grantham, PA 17027
ADDRESS
p:_q, _ !l_q~_ ~_1.~~~_,_ _ ~~,<! _ ~!'.1-,)~~_ _1!~:, _ _ _ _ _ _".. _ _..,
Harrisbur PA 17108-1963
.1 ?h
636,OB8.47
17,760.85
618,327.62
618 327,62
0.00
35,988.7B
0.00
35,988.78
31,500,00
0.00
4,488.78
0.00
4,488.78
DATE
8(1"11'1(:,
DA'E
.~m~f~L~~.,
IN THE MATTER OF THE
ESTATE OF ARVIE B. MANN,
DECEASED
: IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1996-00075
INSTRUMENT OF DISCLAIMER
THIS INSTRUMENT, made this '"1 g t-~ day of ~, 1996,
WIT N E SSE T H :
THE CIRCUMSTANCES leading up to the execution of this Instru-
ment are as follows:
1. Arvie B. Mann (the "Decedent"), died intestate on Decem-
ber 19, 1995, and Leroy K. Mann duly qualified with the Register of
Wills of Cumberland County, Pennsylvania, as the Administrator of
the Decedent's probate estate (the "Estate").
2. The Decedent was survived by her husband, Leroy K. Mann
(the "Husband"), and by her children, David Mann, Louise E. Mierau,
Robin E. Mann, and Althea Sue Mann (collectively, the "Children").
3. Under Pennsylvania law, Section 2102 of the Probate,
Estates and Fiduciaries Code, 20 Pa. Cons. Stat. S 2102 (Supp.
1995), the Husband is entitled to receive, as his intestate share,
the first $30,000 plus one-half of the balance of the Decedent's
Estate.
4. Under Pennsylvania law, Section 2103 of the Probate,
Estates and Fiduciaries Code, 20 Pa. Cons. Stat. S 2103 (supp.
1995), the Children are entitled to receive the remaining balance
ot the Decedent's Estate.
~~. ~:!JJf:t:-,"/""-:";~~T____",.--,-'-''-';'-;l'f~'''"'''.o.-._. -. ,
,I
,.
5. The Husband desires to disclaim his intestate share of the
Decedent's Estate.
NOW THEREFORE, the Disclaimant, pursuant to Section 6201, ~
~. of the pennsylvania probate, Estates and Fiduciaries code, 20
Pa. Cons. stat. S 6201, ~~. (SUpp. 1995), intending to be
legally bound hereby, for himself, his heirs, personal representa-
tives, successors and assigns, does, by this Instrument, disclaim,
release and renounce, absolutely and forever, his intestate share
ot the Decedent's Estate.
IN WITNESS WHEREOF, the Disclaimant has hereunder set his hand
and seal as of the date first above written.
WITNESS:
Ai..bft i'K L'rH~i"-(J'
I '
.
"i(A..~ 'I[.. hL~~""-,,
LEROY K. N
-2-
AEV . IIGUX . I....'
COU.fl>>l4\,gMbYANIA
SCHEDULE B
STOCKS AND BONDS
ISTATI 0' Arvie B. Mann
FILl' NUMBER
21-96-00075
(All
ITEM
NUMBER
. ' Jd on Schedule F.)
DESCRIPTION
VALUE AT DATE
OF DEATH
1 Six $10,000 Series EE U.S.
Savings Bonds purchased during
the period of April 1993
through January 1994 as more
fully described in the
attached Schedule 30,000.00
Interest accrued to 12/19/95 2,868.00
2 430 Shares
AT&T Corp., common 65,88 28,328,40
3 329,6250 Shares
Bell Atlantic, common 67,81 22,351.87
4 400 Shares
Burlington Northern Santa Fe,
common 74.56 29,824.00
5 697 Shares
Burlington RES Inc., common 39 27,183.00
6 166 Shares
El Paso Natural Gas Co.,
common 29.50 4,897,00
7 400 Shares
Hershey Foods Corp., common 65.63 26,252.00
8 600 Shares
McDonalds Corp., common ,14.5, 26,700.00
9 300 Shares
Morton International Inc. 34.31 10,293.00
10 5,593.7420 Shares
VBIF-Total Bond Market
Portfolio 10.06 56,273.04
Dividend accrued at 12/19/95 187.36
11 1,028.0690 Shares
VMBF-Limited Term Portfolio 10.71 11,010,62
Dividend accrued at 12/19/95 25.90
Total from continuation schedule(s)
306 732.93
TOTAL (Also .nlor on lint 2, Rae. ~ulalion)
IIf mora spaca is n.adad, ins.n add~ional shoals 01 sa",. slza,)
Copyrfghllc) 1114 fonn Rftw.,. only CPSyateml,lne.
. 582 927.12
FOIm 1500 5th..... B (AOY, ....,
U.S. SAVINGS BOND TRANSACTION
Customer Copy
12/19/95
Issue Redemption
Series Denomination Date Value Interest
1 EE $10,000 04/93 $5,560.00 $560.00 *
2 EE $10,000 04/93 $5,560.00 $560.00 *
3 EE $10,000 04/93 $5,560,00 $560.00 *
4 EE $10,000 01/94 $5,396.00 $396.00 *
5 EE $10,000 01/94 $5,396.00 $396.00 *
6 EE $10,000 01/94 $5,396.00 $396.00 *
SUBTOTALS:
Pre-January 1990 Issue Dates ( 0) : $0.00 $0.00
January 1990 and Later Issue Dates ( 6) : $32,868.00 $2,868.00 *
...11I............ ...............
6 Bonds $32,868,00 $2,868.00
* The interest earned on Series EE bonds issued on or after January 1990 may be
wholly or partially exempt from Federal income tax under the provisions of the
U.S. Savings Bond Education Benefit Program. For further information concern-
ing the benefits and restrictions that apply, please contact the Internal
Revenue Service.
Customer Copy - 1
RVIE /tANN . DATE Of DEATH VALUES Of STOCKS AND MUTUAL fUNDS
I
, .. t.. t Hi~h Low I Avera2e et Asset Value
ame 01 )tllCl(/tund
I
lell Adantic $68.815 $66.150 $61.81
liT&T $66./25 $65,625 $65,88
Burtinmn Northern $15.150 $13J15 $14.56
lifurtiriftDn RES Ine. $39.150 S38.250 S39,OO
Walt Disnev Co. S60.000 S59.250 S59,63
EI Paso National Gas $29.815 S29.125 $29,50
Hershey foods $66.150 $64.500 $65,63
McDonald! CorD. $45150 $43.150 $44,50
/torton Int'I Ine. Ind. $34.150 $33.815 $34JI
WHX Technol02ies $29.000 S28J15 $28,69
~n2uard Wellinmn $24,03
"an2uard fixed Income See. 51-fed SIO.21
muard T oul Bond PortfDlio $10,06
an2uard /tun, Bond fund Ltd. Term SIO.11
anruard Wellesley Income fund S20.10
'"'If .._.,~.~._~.._--, ,.... -.....,......,....--1..
~!
THEVan:w,~~g'y~.
rail Olfic. 80l 1103
Valley Forg.
l'cnnlylvani. 19~81
February 28, 1996
Ms, Bridget M, Whitney
Kccfer, Wood, Allen & Rahal
PO Box 11963
210 Walnut Slrcct
Harrisburg PA 17108-1963
Re: Mn. An-Ie B, Mann
Date of Death Valuation
Dear Ms. Whitney:
Delailed below, please find the valualion of Mrs, Arvie B. Mann '5 accounts as of December 19, 1995.
Fund & Account Number
Shares
Owned
Share
Price
VMBF-Short l'crm Federal Portfolio
Account 119880S0S739 11,411.987 510.22
VBIF- Total Bond Market Portfolio
Account 119880S0S739 S,593,742 510.06
VMBF-Llmltcd Term Portfolio
Account 119880S0S739 1,028.069 510,71
VMMR-Prime Portfolio
Account 119880S0S739 10,760,910 51,00
VanguardIWellesley Income Fund Portfolio
Account 119880S0S739 , S,32S.4SS 520,70
VanguardIWelllnRton Fund Portfolio
Account 119880S0S739 2,334,S94 524,03
VanguardIWellesley Income Fund Portfolio
IRA Account 1198S70SS102 894.424 520,70
Accrued
Interest
Total
Account Value
53S2.99 5116,993,71
5187.36 5S6,460.40
525,90 511,036.52
530,67 510,791,58
N/A 5110,236,71
N/A 556,100.29
N/A 518,514.S8
If you hal'e any queslions, please feel free 10 conlact me all-800-345-1344. If you hal'e TouchTone
service, please press I, followed by my extension, 8905 and )'our C:l1I will be direcled to my desk.
Sinc~rely, n..Q.
~"-'~ '-9-~1)
Diana Caner
Registered Represcntalil'e
Enclosures
. VANGUARD
: FLAGSHIP
SERVICE
RIV -lICIIX. (1.17)
SCHEDUle E
CASH, BANK DEPOSITS AND
, MISCELLANEOUS
PERSONAL PROPERTY
P..... Print or T
FILl NUMBER :11-96-00075
COlol~~g.w.rAHIA
ESTATI OF Arvie B, Mann
(All
ITIM
NUMBER
1
llWIlIcI with R hl of Survtv_hl mutt be cIIa.....1d on SchIdule F)
DESCRIPTION
VALUE AT DATI
OF DEATH
Dauphin Deposit C.D,
#8100715351
Interest accrued to 12/19/95
30,000.00
1,465.55
2
Dauphin Deposit Wealth
Management Services Account
Interest accrued to 12/19/95
2,615.00
66.22
3
Tangible personal property
500.00
. . ~Si
~,
.'
:~
TOTAL (Also .nt.r on line 5, RtclI itulltion)
(AlUIch .dd1tio1ll18 112" x 11- sheets W more .p.c. Is needld,)
CoprrIgh'(c) ItI4lonn 10_"'" CPSysI...,r....
.
34
.'.t . .
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFICE; 2'3 MARMET STREE r. HARRISBURG, PENNSYLVANIA 171Q.
71725'.7.121
Decedant Confirmation
Name: Arvie B. Mann
Social Security No.: 405-16-3631
Date of Death (000): 12/19/95
Account No.
8100715351
0028862252
004350735007
Type
Date Opened
or Issued
Certificate of Deposit
Checking
Personal Portfolio Accour
04/10/95
09/06/91
03/11/92
Date Closed
or Matured
11/10/97 (Maturity)
- ---------------
Date of Death
Sa lance $30,000,00./
$6,116,34 ,/
$183.943,58
/
------------- -----
- -----------------
PLUS
Date of Death
Accrued Int. $1,465.55 vi
./
$6.1 ~
$66.22
'"
------------------------ ------------------------ -----------
Joint Oomers
(if any) None
Leroy K, Mann
None
------------------------ ------------------------ -----------
Date of Joint
Oomership 09/06/91
---------------- -------------
------------
------------- ----------------------- ----------------------- ------------------------
Special Cclmlents: PLEASE DIRECT CUESTIa--lS CONCERNING THE PE.'lSONAL P"...RTFOLIO TO CHARLES WALSH.
AT (717) 237-6375,
Additional 1nfar..tton aVlllabl. It 120.00 oer hour. One hour .in1.u..
Date Prepared: February 22, 1996 Precared by: Carolyn ft. Berkebile
Customer Management Information Dept. (~rl
T~leohone No, (717) ~5:-2054
For. 00-02Q-~10 ,~!V '/93}
Page 1 of 2
~. '
"
0.\11.,11.... OU'i'"'' tl,....h. "II TtoClI..r el)"""',,..,,, H\Iol'KI"lIIiNI.. P'....:-...\I\.'...'\
I"~ I
1'\1;[ Nil 2 of 2
r.. Keefer, WOOd, Allen & Rahal
NIIIIIe: Arvie B. Mann SSN: 40!H6-3631 000: 12/19/95
Ac:auIt No. 01400862
Type Safe DeDOsi t Box
Date Opened
or Issued 09/06/91
Date Closed
or Matured
Date of Death
Sa lance Not Appl icable
PLUS
Location:
Date of Death
Accrued Int. C8mp Hill Office
Joint Olwlers
(if any) Leroy K. Mann
--
Date of Joint
Olwlership 09/06/91
---
--------
------
----
---------- -
-----
Special Comments: N/A
Additional infon.at1on available at 120.00 per hour. on. hour .1ni.u..
Date Prepared: February 22, 1996 Prepared by: Carolyn A, Berkebile
Customer Management Information Dept. (OMI)
Telephone No. (717) 255-2054
REV. lllOEl( '12.17)
COM~~gMbYANIA
SCHEDULE Q
TRANSFERS
PLEASE PRINT OR TYPE
FILE NUMBER 21- 96 -00075
ESTATI OF
Arvie B. MaM
THIS SCHEDUlE MUST BE COMPLETED AND FILED IF THE ANSWER TO AllY OF THE QUESTIONS ON PAGE Z IS YES.
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAl VAlUE DEC'O. DOLlAR VAlUE OF
NUMBER 1~I~a' the It"'fer::i~"-'t OF ASSET '!oINT. DECEDENTS INTEREST
relat hI 0 d.f.o IIMflf
1 894,4240 Shares
IRA vanguard/We11esly Income
Fund
Leroy K, Mann, the surviving
spouse, is the beneficiary, 0.00 18,514,5B 100 1B,514,58
TOTAL (Also ontor on line 7, RICID~ulltion) S 18 514,58
(II more splco is neodod, Insort Idd~lonal shotts 01 slme slzo.)
Copyrtght Ie) 1114 form IOltw.,. onty CPSYllemt,lnc.
Form 11500 5<_ G(....., 2.17)
~.~~~-_.__..---
_....".......c,
THEVangy,~~glJ,rs.
ron Office 1101 1103
VxJley forge
.rennsrlnni. 19481
'.
February 28, 1996
Ms. Bridget M. Whllney
Keefer, Wood, Allen &. Rahal
PO Box 11963
210 Walnut Street
Harrisburg PA 17108-1963
RIl: MrL Anie B. Mann
Date of Dealh Valuation
Dear Ms. Whitney:
Detailed below, please find lhe valuation of Mrs. Arvie B. Mann's accounts as ofDeecmber 19. 1995.
Fund & Account Number
Shares
Owned
Share
Price
VMBF.Short Term Federal Portfolio
Account 119880505739 11,412.987
510.22
VBIF. Total Bond Market Portfolio
Account 119880505739 5,593.742
510.06
VMBF.L1mlled Term Portfolio
Account 119880505739 1,028.069 510.71
VMMR.Prlme Portfolio
Account 119880505739 10,760.910 51.00
VanguardlWellesley Income Fund Portfolio
Account 119880505739 . 5,325.455
VanguardlWelllnJllon Fund Portfolio
Account 119880505739 2,334.594
520.70
524.03
. VanguardlWellesley Income Fund Portfolio
IRA Account 119857055102 894.424
520.70
Accrued
Interest
Tolal
Account Value
5352.99 5116,993.71
5187.36 556,460.40
525.90 511,036.52
530.67 510,791.58
NtA 5110.236.71
NtA 556,100.29
NtA 518,514.58
If you have any queslions. please feci free to contact me at 1-800.345-1344. If)'ou have TouehTone
service, please press I, followed by my extension, 8905 and your call will be directed 10 my desk.
Sinc~rely, r:z.--A.A
~....,"tll ~~~
Diana Carter
Registered Rcprcscnlali\'e
Enclosures
. VANGUARD
: . FLAGSHIP
SERVICE
RECEIPT FOR PAYMENT
..D..aaa..._.......
Cumberland County - ReQister Of Wills
Hanover and High Stree~
Carlisle, PA 17013
Receipt Date
Receipt Time
Receipt No.
1/26/1996
09:46:32
1006914
MANN ARVIE B
File Number 1996-00075
Remarks LEROY K MANN
Transaction Description
PETITION LTRS ADM
SHORT CERTIFICATE
JCP FEE
Distribution Of Receipt ------------------------
Payment Amount Payee Name
375.00 CUMBERLAND COUNTY GENERAL FUN
30.00 CUMBERLAND COUNTY GENERAL FUN
5.00 BUREAU OF RECEIPTS & CNTR M.D
Check' 1759
Total Received.........
$410.00
$410.00
/~.;/t.
~
Register of Wills of
CUMBERLAND
County, Pennsylvania
.
INVENTORY
Eslot.of Arvie B. Mann
No, 2196-0075
also known as
Oal. 01 O.alh 12/09/1995
.O.clas.d Social S.currty No, 405.16- 3631
Leroy K. Mann.
P.rsonal R.pr.s....livo(s) 01 tho abovl ESIoI.. d.c.as.d. v.rlfy lhallh. ~.ms app.aring in tho lollowing Inv.nt?ry Includ. as of tho
personal assots whor.v.r s~ual. and aU of tho r.al .slol. In Ih. Commonw.ahh of P.Msylvania 01 said Olc.d.nt thai tha valuallon
placed oppos~. .ach ~.m 01 said Inv.nlory rapr.s.nts 6 fair varu. as of tho da,. of thl Ooc.donl's d.ath. and thai Oeced.nl owned
no rial ,state outside of the COrm1Dnwlafth of Pennsylvania IKeeplthat which appears In a memorandum althe end 01 this
Inventory. I/W. verify thai the statements mad. in this Inventory a,etrUI and correct. IfIN. understand that lals. statements he'lW1
are mad. subject 10 the penalt~s 01 18 Pa, C.S. Section 4904 relating to unsworn lalsiftcation 10 authorities,
Nama 01 BridKet \/hi dey
Anomoy:
10, No,: 335BO
Address: 210 Walnut Street
HarrisburK. PA 17108
Tolephone: 717/255-8027
Personal Representative
Signalur.: '~ "-""-" .K. ~Y\ ~
Lero;~.-.Ma~n' ,
Signature:
Addr.ss: 923 Grantham Road
Grantham. PA 17027
T.lephone: 717/255-8027
Oal.d:
g 1.!.3..\ '1 b
Description
Value
(See continuation page(s) attached)
(Anach add~ional sh..IS H necessary)
Tolal:
617.573.B9
NOTE: The Memorandum of real Islale outsd. the Convnonweahh 01 Pennsylvania may. at the .~chon of the personal r.presentatlve.
include the value of each it.m. but such ligures should not be I.t,nd.d Inlo the total 01 the Inventory,
Prepared by the Pennsylvania Oar AssocJ.t1on
CopyrlghllcI1196 fOlm 1011.". only CPSysltml,lnc.
FOIm'RW-7111921
... ~-- . ...... ...
Par
Value
Estate Inventory
Valued as of Date of Death
.
Bonds, Debentures, T-bills
Six $10,000 Series EE U.S.
Savings Bonds purchased during
the period of April 1993
through January 1994 as more
fully described in the
attached Schedule $
2,868.00
60,000
30,000.00
Interest to date of death
$
32,868.00
No. of
Shares
Total Bond, Debenture, T-bill
Stocks
$ 28,328.40
22,351. 87
29,824.00
27,183.00
4,897.00
26,252.00
26,700.00
10,293.00
56,273.04
187.36
11,010.62
25.90
116,640.73
352.99
430 AT&T corp., common
329.6250 Bell Atlantic, common
400 Burlington Northern Santa Fe,
common
697 Burlington RES Inc., common
166 El Paso Natural Gas Co.,
common
400 Hershey Foods Corp., common
600 McDonalds Corp., common
300 Morton International Inc.
5,593.7420 VBIF-Total Bond Market
portfolio
Dividend at date of death
1,028.0690 VMBF-Limited Term portfolio
Dividend at date of death
11,412.9870 vanguard - Short Term Federal
portfolio, Acct. #9880505739
Dividend at date of death
Page 1
Estate Inventory (Continued)
No. of
Shares
Stocks
5,325.4~50 Vanguard/Wellesly Income Fund
Portfolio $
2,334.5940 Vanguard/Wellington Fund
PortfoliQ
400
WMX Technologies, Inc., common
200
Walt Disney Co., common
Total Stocks
Cash
Dauphin Deposit C.D.
#8100715351
$
Interest to date of death
Total Cash
Savinqs Account/Money Market/CMA
Dauphin Deposit Wealth
Management Services Account
$
Interest to date of death
Total Savings Account/Money Market
Tangible Personal Property
Tangible personal property
$
Total Tangible Personal Property
Total Inventory
110,236.92
56,100.29
11,476.00
11,926.00
$
.... -f. -.'J
550,059.12
30,000.00
1,465.55
$
2,615.00
66.22
$
500.00
$
$
31,465.55
2,681. 22
500.00
617,573.89
=.1111...........
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COMMONWEALTH OF PENNSyLVANIA
DEPARTMENT OF REVENUE
lURE AU OF INDIVIDUAL TAXES
INHERITaNC[ TAX DIVISION
D[pf,lID6Q1
HARRIS.URaI PA 111"'0'01
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR OISALLOWANCE
OF OEDUCTIDNS ANO ASSESSNENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-02-96
MANN
12-19-95
21 96-0075
CUMBERLAND
101
BRIDGET H WHITLEY ESQ
KEEFER ETAL
PO BOX 11963
HBG PA 17108
Allount R."Ut.d
*'
v
I"-I'd" "'111.'"
ARVIE
B
MAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'iv:iS('-j-~x.Ai=p--io7-:91'-j.NOTic~--ciF--iNHEiiiTANCE-"rAin-pjiiiiiisEioiiNi'-;-AL1-ciwANcE-cilim-mmm----
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HANN ARVIE B FILE NO. 21 96-0075 ACN 101 DATE 12-02-96
TAX RETURN WAS, I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Eatete ISchedule AI
2. $loe,," and londl ISchedule B)
S. Clolely Hold Stock/Partnerahlp Intere.t ISchedula CI
4. Hart_e/Notae Receivable ISchedule D)
5. CaahlBonk Depoelt./Nlac. Pereonal Property ISchedule E)
6. Jointly Owned Property CSchedula FI
7. Tranefore ISchedule 01
I. Tot.l A...t.
) CHANGED
III
(2)
ISI
141
15)
IU
(7)
.00
582,927.12
.00
.00
34 , 646.77
.00
18,514.58
lal
HOTEt To Jnlura proper
cradlt to your account,
sub.it the upper partlon
of thle fora with your
ta. payaent.
636,088.47
APPROVED DEDUCTIONS AND EXEHPTIONSI
,. Funeral Expon.ea/Ada. Coet./Hlao. Expen.el ISchedule H) 1'1
10. Dobta/Hartgago Llabllltlee/Llen. CSchedule II 1101 .00
11. Total Deduction. 1111
12. Not Value of Tax Return (12)
IS. Charltable/Gover..ental laquoeta ISchedule J) liS)
14. Hot Value of Estata SubJeot to Tax 114)
NOTE I If an assass.ant was issuad praviously, linas 14. 15 and/or 16, 17 and 18 will
reflact figuras that includa tha total of ~ raturns assassad to data.
ASSESSHENT OF TAXI
15. Aaount of Line 14 et Spou.al rate CIS)
16. Aaount of Line 14 taxable at Llneel/Cla.. A rete 1161
17. Aaount of Line 14 taxoble at Collaterel/ele.1 I rate (17)
la. Principal Tax Due
TAX CREDITS:
PAYNENT
DATE
03- 1-96
08-22-96
RECEIPT
MUNBER
AA112603
AA146654
DISCOUNT 1+)
INTEREST I-I
1.578.95
.00
17.760.85
18.514.58
599.813.04
.00
X .00.
X .06.
X .15.
Ila)
A/1OUNTPAID
30.000.00
4.488.78
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
17.7~n AI;
618.327.62
.00
618.327.62
.00
35.988.78
.00
35.988.78
36,067.73
78.95CR
.00
78.95CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATION OF ADOITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 11. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUNO. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I
i ~ I
I
t.)
1..-
..,
lj(l
R[S(RVATlON. (.t.t.. a. IIK.dent. dYlnt on or ba'or. o.c"'r 12, 1..2 u If MY 'utur. Inhr..t In the ..t.t. II tr,,"If.rred
In po.....lon or ....Jo~t to CI... . Icoll.t.r.U beneflel.rl.. a. the dee.dent IIIt.r tM uplr.tlon a. MY ..t.t. for
II'. or 'or y..r., the C~.lth heroby ..,r...ly r...rv.. the right to appr.I.. and ...... trM,'.r Inherlt~. T....
at the I~'ul CI... . (collat.r.l) r.t. on MY .uch 'utur. Int.r..t.
PIJlPOS[ II'
HaTICEI To 'ul'lll the requlr...nt. 0' Section ZI'D 0' the Inherltenc. ~ E.t.t. T.. Act, Act ZZ a. 1991. lZ P.S.
SecUon ZI4D.
PA~NT. Detach the top portion 0' thl. Notlc. Ind IUbIlt with your payoent to the A.gI.t.r 0' Will. printed on the r.v.r.. .IJ..
--~. check or lIOf1IIy ord.r p.y.l. tal REGISTER OF MILLS, AGENT
All pav-ent. rac.lved .h.11 'Ir.t b. applied to ....y Int.r..t which ..y b. due with ....y r...lnder applied to the t...
REf\ICD ICAII , tI'und 0' . t.. credit, which .... not r......tld on the T.ll A.turn, ..y b. r.qulltld by cHIPI.tlnt .... "AppllCltlon
'or R.,und 0' Penn.ylv....l. Inherltonc. and E.tlt. T.." IAEY-ISIS). Appllc.tlon. .r. Iv.llobll It tho O'.lcI
of tho AIII.t.r of WIll., ....y of tho ZS Rlv,"", DI.trlct Offlc.., or by c.lllng tho .peel.1 Z4-hour
.....~rl~ ..rvlcl nuaber. for 'or.. ordorlngl In Penn.ylvonll 1-800-562-ZDSO, out.ldo Penn.ylvenS. ~
within locII HIIrrllbur. .r.. (117) 181-IDM, TOO' (111) nZ-lZSl (H..rlnt I.,.lrld Onh).
OBJECTIONS I Any p.rty In Int.r..t not ..tl,'led with thl opprll...-nt, .llowonc. or dl..llowonc. of deduction., or .....lIIftt
of t.. Ilncludlng dl.count or Int.r..t) .. shown on thl. Hotlc. ",.t object within .I.ty 1601 day. of rac.lpt of
thh Notlc. byl
-.wrltt.... prot..t to the PA o.p.rt,ont 0' A.v.nue, lo.rd of App..I., Dopt. ZIID21, H.rrlsbur., Pi 17121-1021, OR
".Iectlon to hIY. thl ..U.r dehr.lned .t IUd" of the IHcount 0' the PlttOMI repr..."t.t1v., OR
.......1 to the OrphM.' Court.
....\.
IITR'TlYE
e_ellONS.
foetutl .rrors dl.cov.rld on thl. ......oont should be Iddr....d In writing tal P' Dep.rt-.nt of R.v,"""
lur.eu of Individual "11", ATT". Po.t A......ent R.vl.w unit, Dopt. 210601, H.rrl.burg, PA 11121-0601
Phone el11) 711-6SDS. I.. page S of tho bookl.t "In.tructlon. for Inherltonc. T.. R.turn for . A..ldent
DIc~t" (REV-ISII) for an .IlPlonltlon of ~Inl.tratlv.ly correctabla .rror..
DISCOUNT I
If ....y tl. due I. p.ld within thr.. 151 callndar .onth. .ft.r tho dlcedent'. d'lth, . flv. p.rcent (S~) dl.count of
tho t.ll p.ld II .lloved.
PrNALTYI
ThI ISX t.ll oane.ty non-p.rtlclp.tlon pen.lty I. c~t.d on the tot.l of tho t'll Ind Int.r..t ......Id, end not
p.ld bo'Dr. Jonuory II, 199', tho flr.t dlY .ft.r thl end of the t.. -.nI.ty p.rlod. Thl. non-p.rtlcl'ltlon
penIIl h II .,,.11...1. In thl .... .Mnllr ond In the the .... tI.. p.r loci II you would oppe.l thl till end Int.rolt
thlt h.. been ......Id .. Indicated on this notice.
INTERtIT I
tnt.r..t I. ch.rged beginning with ,Jr.t dlY of delinquency, or nine (.) eonth. ~ one (I) d.y 'roe tho dlt. of
delth, to the dlt. of p.yeent. T'lll. which bee... d.llnquent b"Dr. Janu.ry I, 191Z b.ar Int.r..t .t tho r.t. of
.111 (6X) p.rcont por onnue c.lculatld at . d.lly rlt. of .000164. All t.ll,' which bee... d.llnquent on end .ft.r
Jonuory 1, 1.12 will bllr Int.r..t .t I r.t. which will v.ry fr.. c.l.nd.r y..r to c.lendlr y..r with th.t rat.
onnounc.d by the Pi Dep.rt..nt 0' A.venue. Th. appllcabl. Int.r..t rlt.. for 198Z through 199. .r..
!!!! Int.r..t R.t. Dlllv Int.r..t Factor !!!! lnterllt A." D.lly Interllt F.ctor
1.ar ZOX .000541 1987 'X .0DOlU
I.IJ lOX .001411 1"1-1"1 IIX .0DnDl
1914 11X .00nDI 199Z .X .100l41
un UX .0DISS6 1993-1994 ,x .OODl'Z
191. m .OIOl'" I99S-"" 'X . oaOlU
uInt.rllt I. c.lculltad .. follow..
INTEREST . BALANCE OF TAX UNPAID X NUNIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotle. I..ued .ft.r tho t.. b.eo... d.llnquent will r.fl.et on Int.r..t calcul.tlon to 'Ift.on liS) dly.
b.vond tho dlt. 0' tho .......ont. If ply.lnt I. .ad. Ift.r tho Int.r..t cOlPUt.tlon d.t. ahown on the
HoUca, addltlon.l Inter..t .u.t be celeulat.d.
,--. ----. ,-~.. '-
.~- - _.--- -- - - -.-- ---. -- - -- - -- --
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';{~'(I~ 1.~ft6MMbiMUi.TH~O./PINNSYLVANiAh':1.; ,'.Yi!':';':";:.,:;,'.;;tlq';'V;\;'
.. ,-.~, 1~,..J~t51JS:f~~~~~'r:"~~~~~~i:ii~~I)i;"~;,i:,:'\;'}}i(r
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ACN
ASSESSMENT rra
CONTROL iii
NUMBER
RECEIVED FROM.
&
AMOUNT
BRIDGET M WHITELV ESQUIRE
101
...,..tll:I.'/I:I
PO BOX 11963
HARRISBURG, PA 17108
'OtOH'"
ESTATE INFORMATION.
mlNUMR
Ii e 1-1996-007~
!'J AME O' DECEDENT lLAST)
51 MANN ARVIE B
II E' PAYMENT
B POSTMARK
COUNTY
SSN 40~-16-3631
(fiRST) (Mil
REGISTER OF WILLS
;
. ",
m TOTAL AMOUNT PAID .4 .488.78 '.i::t,
CW . ~;
G . ~
RECEIVED BY ))/(,A ':I ~;~RI" n) it,)
(! ,!. jr'J.lJ.1t.J ,Q.p,f{_
MAR V C. LEWIS. "
REGISTER OF WILLS ,I
CUMBERLAND
DATE Of DEATH
REMARKS
LEROV K MANN
C/O BRIDGET
CHECK" 11 e
M WHITLEV ESQ
~ ..
SEAL
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NllTlCE.
To fulfill the requlr.-.nt. of Section 1145 (b) 0' the Jnherlt~ ~ E.t,t, Tax Act. Act '1 0' 1"5. (71 P.I.
Section 9145).
PAnENT I
Del. the top porUon o' thh Notlc. ... __U with your P'v-1t to the Reglttl,. of .,l1la prlntMl on the
,rn,.M 'Ide.
-. .... check or 1IOnI~ orellr PI.,.l1t to I REGISTER OF MILLS, AaENT.
REf1ICDCCRh
A ,.t,\ftI of . tax crMllt .., be nquI.tMl by COIIpltU,.. .. -AppUeat1on for A.ftnl of ,.....'lwnl.
Inherltenoe ... E,t,t. Tax- (REV-ISIS). Application. Ir. .v.ll~l. It the affl~ of the R..t,tt,. ., Will.,
Mf of U. U Renrue Dllttlet afflcl' or fr. the o.p.rtMntt. 14-hour .,...."1,.. Hrvlcl ,."..,. for 'or.. ordlrlng.
In PennIYtv.nl. t-"0-16I-'050, out.lde PennIYIv.nI. end Mlthln local Herr-tabu,., .r.. (717) "7-1094,
TDD' (717) nz..usz C....rS,. 1.,.lred Only).
OIJECTJDNSI Any P8rty In lnt.r..t not ..lhfJM with the ........., of tu II shown on this notle. .., object withIn
.I.tv ("J deft of receipt of thl. Notlcl b,.
"'.wrltt... prot..t to tM P' DepertHnt of Revenue, IoIIrd o. ""'11, _t. ZIlOll, Hurllbur., PA 1712'-1121, OR
u.lecUntI to MvtI the _thr eMhrllMd It ....It of ttt. personlll r.r""htlve, DR
u.....1 to the OrphM." Court
AllInN-
IIT1lATI\IE
CCltRECTIClNIr
Fectual .rrors dhcowr'" on "'h ........,t Ihould be eddr...... In ~r1 tlntI tal PA o.partMnt of ..".,..,
lur..u of Indlyldull T...., ATTNI po.t A....a.ent R.vt~ unit, o.pt. Z10601, "-rrtsbur., PI 171"-0601,
~ (717) 7'7-6S0S. See P'" 5 of ttt. bookl,t "In.tructlon. for Inherltenc. T.x Return for. R..ldent
Decedent" (REV-ISOI) for an 'KPI~tlon 0' 8d.lnl,tr.tlv.lv correotlbl. .rrorl.
PENALTYI
The I~ tax ....tv non-p.rUct,.tlon "",!tv I, COIPUtld on the tot. I 0' the t.. ... Int.re.t .....Md, ... not
p.ld bI'or. Jwuarv I', ."', the flnt .w .ft.r the end 0' the tax ....tv period. Thh non-p.rtlclp.Uon
penalty I, .....Ilbl. In the ... unner end In the the .... tI.. "rlod .. you lifDUld .....1 the tax end Intlr..t
that hi, been .....sad .. Indlcetld on thh noUCI.
11lTIRE1T.
AdcUUonel Pem.ylv...11 fstat. T.. ......Id .. . r.sult of . cMnge on the F"rll E.tat. Tax Closing
I.tt.r b.cMI. dllInquent .t the .xplr.Uon 0' one (1) IMM'Ith 'r.. the dlt. the flnel notlc. of the Incr....
In Feder.. E.tet. Tax t. rec.IYId.
Tax.. Wllch bee... delinquent before JInuIry ., 1HZ belr tnt.r..t .t the r.t. 0' .s. (6%) percent per ....
c.lcullt... It . dllh rlh 0' .000164. All tUII Wllch bee.. deUnquent on or aft.r J.1uIrv I, I'll .111 beer
Inhrllt et 1 r.t. Wilch will Vlry 'r.. celendlr y..r to c.lInd.r nlr ..Ith thlt rlt. .-nounced by the PI
o.p.rtllnt 0' RIV~. The eppllc.bl. tnt.r..t r.t.. for 1"2 through 1997 .r..
IKfERElT . IALAftCB OF TAX UNPAID X MUKlER OF DAYI DELIXQUENT X DAILY IKfERElT FACTOR
uAny MoUCI Inu... 1ft.,. the t.. bec:o.. eMU,..,."t ..Ill r.flect '" Int.rllt c.lcuhUon to fifteen US) dlys
beyond the dlt. of the ..........t. If p.Yltlnt .. ..... .fter the Interllt co-put.tlon dlt. Ihowl on the
Notlc., Iddltlonlll Int.r..t .u.t be c.lcul.t....
nn
~r.-
-D
-.J
:0
:TI1'::1
Pl8lPOSE Of
IIlIlCE,
~
To fulfill the requlr..-ntl of Section 2145 CbJ of the J~rlt~. ~ E,tet, Tax Aot,.Act 21 of 1!tS.
(72 P.I. Sactlon '145). \()
PAvtIDfl'l
DtItech the top portion of thll Notice .nd lua-It IIdth your PI1""t to the Realthr of wilt. ,rlnt.at<<. the
,avo... .Ie... ''''
-- ...... cMck Dr ~)1 order ply.tlll tal REGISTER OF MILLS, AGEHT.
~,j ,
(;)
.......
l' ~'J
\0
RUUND (tA) I .. r.f\.n:I of . t.. oredlt ")I be r....ted by COIlPI,Ung M -AppUl:altlon for A,ft.nI of P.-wt,ylwnl'
InherltlnC8 .nd E,t,t. Tax- (REV-ISIS). Applleltlon. .r. avwlllbl. It the O'flcl of the R..l,t,r of Willi,
MY uf the U Revenue Dlllrlet Offlc.. or IrM the o.p.rbwlto, 14-hour ."....rlno ..rvlu .......,. for '0,..' ar...!,...1
In PennIYIv.nI. l-100-56Z-2050, out. Ide PennlYlv.nl. end vlthln lOCI. "-rrlaburl I'" (717) 7'7-'094,
TOOl (717) nz..usr (HMrlng JIIPI.red OnlY).
Ql.ECTlOHSI Any ,.rb In lnt.r.st not ..thUed with the .....~t of tax .1 shown on thh natlc. ")I object within
.h:b (61) dIIYI of receipt of thh MoUe. bvl
.-."Uten protll' to the PA Dep.ru.nt of R.y...., Board of Appuh, Dept. ZlUZl, Harrltburl, PA 171Z....lOZl, OR
--aleoU,. ta heva the ..ttar dehNlIMd at MIt af the perHnlll reprasentetlv., OR
--.....1 to the OrphM.' Caurt.
AlliUM'
IIWIIY!:
CORRECTJOtcII
F8Cltul1 erran dlscav.red an thlt ........"t llhauld be Mldra..ed In wrltlng tal PA Dep.rtMnt af a...........,
Bureau of Jndlvldu81 Tax.., ATTNI Pa.t A......-nt R.yl~ unit, Dept. Z.1611, Herrlsburl, PA 11Il....0'01,
Phone (717) '.'-'515. See page 5 af the bookl.t -In.tructlon. far Jnherlt8nC' Tax R.turn far. Ra.ldent
Decedent- (~-1501) for .n .xpl~tlon af ~lnl.tr.tlv.IY carrectable .rrar..
PDIIL TYr
The 15% tax .-M.ty nan-PIIrtlclp.tlon penalty It ca.puted on the tat.l af the to and Intlr..t ......ed, and not
p.ld befora January 11, 1996, the flnt day .ft.r the and of the to ..,..ty period. Thh nan-partlclp.tlon
penalty Ie .....Iebl. In the ... sanner and In the the ... tI.. period .. you IifDUld ....1 1M to and Int.r..t
that has beM .....Ad .. IncUc.ted on thle notlc..
INTtRUT I
Far date, of dHth on ar .ft.r 10-S-91, PaM.ylnnl. [.t,t. Tu bIIsed on the Federal Eltate Tax
ratum __. dell"..."t at the .xplratlon af "11"1II (09) .anth. fra the data af de.th.
Far dIIt.. of death prlar ta 10")-91, P....,.ylv.nl. bt.t. Tax bII.ed on the Feder.1 E.teta Tax retum
beceMII' dell~t .t the 'xPlratlon af .Ighte., (1') -.,th. fra the dIIt. af death.
Tu.. ...,Ich bee.. d1111nquant tMfar. .....ry I, 191Z baa,. Inter..t .t the rat. af .be (6X) parcent par ....
celcul.tlld .t . dally rat. af .000164. All tu.. tltllch bac:.. dellnquant on or .ft.,. .......ry 1, 1911 will."
Int.,...t .t . rat. Nhlch will y.ry fra c.IMdar v-ar to c.lenAr Yllr with tNt r.t. It'I''IOU''ICed by the PA
Dap.ru.nt of R.venuI. The applleebl. Int.r..t r.t.. far 19.1 through 1997 .ral
Yllr Intar..t Rat. aelly Jnter..t Feoto,. V.., Inte,...t R.ta Dalh Inter..t Fector
1911 rox .OOD541 na7 OX .00DZ41
nas 16% .ODO~SI 19"-1991 llX .ODOSII
I'" llX .OOOSU 199. OX .aODZ41
1915 15X . GOOS56 199'-1994 n .aOal,Z
I'" I'X . OD0l74 1995-1997 OX .aoDZ~7
......Jnt.r..t II c.lcul.ted .. follow'l
IKTEREBT . BALANCE OF TAX UHPAID X HUKlER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--An, Notlc. II~ .ft.,. the ta. baceMIIl delinquent will ,..flact an lnt.,...t calcul.tlon to fifteen (IS) day.
tMyand the date of the ........,t. If P.yeant II ... aft.,. the lnt.,...t c~t.tlon date Ihawt on the
Notlca, .tdltllanal Int.,...t ",.t tM c.lcul.ted.