HomeMy WebLinkAbout96-00131
-.'.'.\,,;;;.."
",'/
" ',>.'
".
... ~> .,~
/?;;::~~:~
,
.,:...
.,
..'/....
'k
.,
'.
. : " ~'.
"1;'
".
".
.'
'.;','
,.
.. -..
.'
.( 0)
""~>
7 ~',
'I:
..
,. i"
,.
"
<,-'.-.
-'
/..'
"";
'~., ; ,
-,\:
.,.
,', .
~,.\
'I,',.,
f,
.,
,(
'. ~,'
.,
;,'.'.',
.,.
1
- ~~~ ~:
,,"
.,.
,l.:
:":.'
,,,... -....""'. ,."
"
-Ii.
.','
<'
'.
,,~:
',1.
';',.
,
,.
f ;~ '-. .-
" 'J',
."
:.' . ,
'J.~'..>'~i:'
.~ '. '
, , ~. -- .'
"
'.,,::':<
.'
'i'
.); ,
'.,'
~:'~.
.,,'
,.
,'"
,.
, '.
:1>'
-',
.
.'
" , ~
1;";.,.:'"'
, '~ ,',
,- "',
'I\.
,~. :. ,..
:,;
'.-"
.,
'''.'
~ ,"
.'
. ,~,
~,-~,"
.,
",J'
....
L
,:
>.
/' "
.
c.
-\';.:
.,.
,
.,',t.-
.: . ~.: '!:'
",'
. ~ :
. "r"
""'-,, .'
This is to rcnj(y th.u the inform;ltion IwH.' gin'lI is (IlrTl'ld)' fOl'il'll from .In nrigin.11 (l'rrifi(.ltt. IIf dl'illh llllly filed with me JS
I.ocal Registrar, The origillal cenificllt' will he forwanbllll till' St.lll' ViLiI Hnold, Ofliu' for p<:rlll.ll1l'111 filil1~.
WARNING: Ills Illegal to dupllcalo this copy by photostat or photograph.
Fl"C (or this c.euificlte, $2.00
L-/~EP-
I"j;ri~~~~ d
3399531
rES 0 6 1996
No.
D,lIe
COMMOHWEALTH OF PENNSYLVANIA. OEFARTMENT OF NEALTH . VITAL RECOROS
CERTIFICATE OF DEATH
...
......,..."'-'MM..
$OC"'- lSlCl..ftn """UK"
..........." UNOt"I1'tNl
-
,. L 149
~C>>Df.RHo..c.
"".......
_0
3264
16
UIClf"IQllt'
-I-
I
OAIIOIIMrH
1"b...o..,__1
....,Hf'UClICI'f .-.d
~aI'lHqIec:u.."
68 '"
May 29,192
Key Ibrt NJ
H
""
rnH4Ml"'''''........lJ''4..._~1
Canp Hill
....
498 North 25th Street
~b..
.....lP4_".....
....OII:aDlN'lIvt."...
U.""""O'O'ICU,
...0...1>>
Ins,
"
P'.
John II. McCann Jr
It.
MHlJIt.JW.:,......... ......
Willilln Pres ton
N'0N&0WnNAa.a ~
Jane A. 1'<1511S
OlCIOlHra
..-
.."""'"
--
--
".
n'.1&aM
Pa 0illI
-
....
--'.\FhprlRM ........' tl'C1:'~=..
UOIHlff.........'f.t.IIldI."-'s.......
, AHa Walling
HlONWfT ~ADOMU :MIIlfi~
37 Clouser Rood chan1CSOurg,
Pa 17055
"'-"1......0
.-.
._-
o
Get NOtional ceme
fWlllAIC) NOIMCUrt
",,-Harner F\meral
LUHSE ,..."
,..
H
/ I: ::J () II..
II'. PM1 b .....-..-. .........-.--...-.a............ 0..... _............... 1Od.. ur.-.........,....,.. .flMIt......
c........__IIllMdl....
,NJHOUHCtO ,.....,.
2 ~ '/-"lG
-,
flNCASCN.'
DIO'"
...0
......
., .,.lsJ...
0ifMr....,........_.......... ..
lIIlII,......."..........,."._.....flNttl
.
I==-
l-.........
I
""II:
1JON9 (I1/ttt.tt.~ w /- /UL.V /2.~
0UI1D1CIl'" ..toIGlOANCl ~
I :1 1J1I::t::US& If't'Imv/vDat.-"t:z
OUIIDIOfl.....CONSI.OANCl l>>)'
lrht't' .1'Y'\A1
OUlIDPlAS"CO<<OAHCI Oft
,
M loUJOftP,wcw.o.
.........If'ftlOftlD
COW\ITIOHOfCAOU.
""H'
........"OfOU'H
DoV10#"""'"
~Drr."'l
TlMl 011 1'UJfl'l'
KAJfII'''''M)Mr
DISC"- HOJI'IfrU.JA'l' OCCUfWO
,r,:r
o
o
o
o
o ~OI~'............,...,....,......,.-. Y.
~-('-.."
...
-.
-
-
--
... 0...0
.... O...~ ... 0 ... 0
... ...
ClPlTNA~....,....
~~....,...~~Ul~__~__...II'~..........~Iloo"Q
.............~....---.......tMoIoIIC~....._................_. .........,......,...,...."..,.,..,.,....,.
e;....,_..............
.....
..
o
I n h",-.
~~
.,: :J tAHOCUllln"'II""lClUIl""_buI'I~_"",,,,,,,,,,,,_Ul~
............,.......... ...._WNoll ........ ............,.......... ..&-.11..,.,_........ .
'~D........o.,__l
I!J '" Mj) 1()9()7$" I" "Z--'-(-9'
...... NGADClNUOf,A..IOHWltOCOMrllllOCAU5!.Of or.."
,..".,1H""."'n ./H 0 f'\'1A:1 r-r~'{J rt.k\-SI IWO
o '3"1rz. T/I..,f\-OiAr (,-,~
tI. c.~1" I~L. '.....,,'
QM 'UO~ .....
....OICAL UAllNNCOAONl" I
0........ .............MMw Im..ut..........""'.......... "~occunM""" I!IN, ....lftdpllC.. ..........ltII ''''1014'1_
u..--....................,.........,.,. ....,.. ....... ...,..'::. ...........,....."...............,..,....,......
N llWl, lRIMlJJrA.IUM"
:
IM,:J../, II
M
,q ~
- 'S
:.;..-, :r. <:)
.--:":
N
-
co
i.~
-." '. ;~
" ,:1 ,.
;) i-~ 9' ;;;
a: 1.5(.)
'\
. :~, f
/f:'/- "Jbb/-/~
'i"
'. ,.> ~
~"," .
:L ~(,.;
~ );s:,;::\f
.,r:
';"-'"
.;,
.; 't.
,,/' .::
......,
" ' ~ -:
-,.
..
.
'. ),'
, '.I' ~
I, ...~,
>,1,
'W.'\\
,
" -.~
""
"~l~t~~~~liJ1iE'f~~;}:~3~;;{~~~:i~
"~l'\.l<'" \,3. ,~h' 'r;,"
""'~.~, '...,... '...~,~""~ ;, <, -'
. .I!:.ni<~" -.;'"11'\1 f:....:;'~... "i. , .. T., '
r:,h: ~ \'-.~ >oJ '7 ~,l:..r .tf\-. .
, .J .;_.,./", ..,~.l '..,....:,; ~
_ ;f..tJlf:!lX-t. ,\""""t,', ! ;:"" , ~~,I"" .' ~
'i~,; :~:~~''';'. .-.<
'-.,
.....-..
::_;
.',-'"
";.'
','fl'
"
.,
',,"
,.
,"
,.,"
r:'
',Y< ~;
,1_.
;~.
-. ' '. ,~:~
"j~~ ',~:--"
-",
.-e..
',>~;\,~:t::
,
.".....
..,,-,
t t:-
,-' ,'..
;""..'
-
.'
"--"
,,"I,
-.",
",
.
.
.
LAST WILL AND TESTAMENT
OF
MARILYN J. McCANN
*****
I, MARILYN J. McCANN, now of 49B North 25th Street, Camp Hill,
cumberland County, Pennsylvania 17011, being of sound and disposing
m1nU, memory and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, revoking any prior wills or Codicils,
or both, by me made.
ITEM I.
I do hereby direct my Executrix, hereinafter named, to
pay all my just debts, including funeral expenses and costs of my last
illness as soon as conveniently may be done after my decease.
ITEM II.
All inheritance or estate taxes which may be imposed
by reason of the bequests herein contained shall be paid by my estate
and not by the beneficiaries.
ITEM III.
I hereby give, devise and bequeath all of my jewelry
and personal effects to my daughters hereinafter named or their issue
to be divided by them as they shall see fit. In the event they shall
disagree, my Executrix hereinafter named shall make distribution as she
shall see fit.
ITEM IV.
Inasmuch as my husband, John H. McCann, will acquire
our residence by operation of law and in consideration of our agreement
as to the disposition of our respective estates, I do hereby give, devise
and bequeath all the rest, residue and remainder. of my estate, real,
personal and mixed, wherever situate, of which I may die seised or possessed,
unto my children hereinafter named in equal shares, absolutely and in fee
simple'
?fa1(l,t" I~ ~ 7JtcU1ItAl~. J
arilyn . cCann
Page 1 of 3 pages
. '.
(SEAL)
,
.
,
.
Jane A. Adame
R. D. 82, Clouser Road
Mechanicsburg, Pennsylvania 17055
Jeffrey C. Edmonds
P. O. Box 3486
Beaumont, Texas 77704
Preston A. Edmonds
12311 Ambaum B1vd.,S.W., Apt. 403
Seattle, Washington 98146
Holly J. We1tmer
R.D. 8, Bsach Cliff Drive
Carlisle, Pennsylvania 17013
A. Should any of these, my children, predecease me
leaving lawful, living issue to survive them, then the share of the
deceased child or children shall go to said issue per stirpes.
B. In the event any of these, my children, shall
predecease me leaving no living, lawful issue to survive them,
then the share of that deceased child shall go to the then-living
children in equal shares or to their issue per stirpes, as may be
appropriate.
ITEM V.
I do hereby nominate, constitute and appoint my daughter,
Jane A. Adams, hereinbefore mentioned, to be the Executrix of this, my Last
will and Testament, and do vest in said Executrix full power and authority
in all matters end issues, including, without limiting the generality of
the foregoing, full power and authority.
A. To lease, mortgage, sell or otherwise dispose of
all of my property, real, personal and mixed, wherever situate, in
her uncontrolled discretion at private or public sale without court
order or approva11 and
B. To execute, acknowledge and deliver all deeds,
leases or other legal documents whatsoever, which may be necessary I and.
C. To make distribution of personalty or realty in kind
in her uncontrolled discretion,
all without court order or approval and all without the requirement of bond.
No purchaser shall be required to seo to the application of the purchase money.
i)V~~ JM'l~~@(U".
(SEAL)
.
ITEM VI.
I do hereby nominate, constitute and appoint my daughter,
Jane A. Adams, to be guardian of the estates of any minors who may take
under the terms of this Will and do relieve said guardian from the requirs-
DlBnt of bond and the requirement of Court Order or approval. I do further
vest in said guardian the same powers and authorities enumerated in the
preceding itsm and conferred upon my Executrix.
IN WITNESS WHEREOF, I have signed, sealed, published and declared
this to be my Last Will and Testament, consisting of this page and the
preceding two (2) numbered pages, at the end of each of which I have also
set my hand and seal for greater security and better identification, this
21st
day of
, 1978.
August
)no hit!' ~Lu.", (SEAL)
Marilyn . Cann
WITNESS I
The foregoing Last will and Testament was, on the date hereof, signed,
sealed, published and declared by the above-named Testatrix to be her Last
will and Testament, in the presence of us who, at her request and in her
presence, and in the presence of each other, have hereunto affixed our hands
and seals as witnesses, all on the day and year first above written.
~;;.. ~
(SEAL)
residing at fD,! s.....::J/.. flu-d"
~.~/?~y
residing at 3 ;, '\ (. ^ Ill,? A ~~': 7c.f. . .~
.a / "4' .
. ~')U~~ {it/..", -;./ / ,/11(1
residing at-t(< ..D. .s- I
. a
v.. v
//II('l''-/'U!/./;~d ti
"-- (/ . .
-
/l
C.t/(.
(SEAL)
(SEAL)
.
. .
.
.
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF DAUPHIN
)
I, MARILYN J. McCANN, Testatrix whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last
Will and Testament, that I signed it wi11ing1YI and that I signed it as my
free and voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by MARILYN M. McCANN,
the Testatrix, this 21stday of August. , 1978.
(SEAL)
~ fl)~(~1~u:-
~ary Public
My commission Expires: ~!q./ l?oJ..-
COMMOIlIiEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
)
We, Christian V. Graf , Tatiana Reid and
Ruth Orendorf , the witnesses whose names are signed
to the foregoing instrument, being duly qualified according to law, do depose
and say that we were present and saw MARILYN J. McCANN, Testatrix, sign and
execute the instrument as her Last Will and Testament: that Marilyn J. McCann
signed willingly and that she executed it as her free and voluntary act for
the purposes therein expressed, that each of us in the hearing and sight
of the Testatrix signed the Will as witnesses, and that to the best of our
knowledge the Testatrix was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
f~l rJAt
'---A ;" . .
/dt<l.,c,o( _. -/t".....{ ..
Sworn to and subscribed before me
this
, 1978.
August
n -
L~ 4.A/' / ". r /:.
Notary Public I
.My cOJlllllission Expires. {.'!..i 9' /r~
.. I /
'.: .;, I II ;"1 I
. " (SEAL)-
r ! (.:
I.{
~
-', "
I~' . ~'.
t'..J'" 1,"( ",
", '11
/ /. .
! /." r..
. I
,/_,
'"
. .
, I II II:: ! I . .~ 011
"
c...~....v
.....:;l'"
'l........
.~..~
,
1$- E''/-//
C-
C::"uO~wUIIH Q' 'rNN\'l""'IoP-lU
D.....'..,Nr 0' 'l""'I"'ur
or,r 1I0e.o11
'UIf'UU'C_'A 11111 0001
CICIOI"'-' ~a"l nail. '"U. a",o ""001111""'11
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
. 'OD DArlS or DUHt Ann I ~'J 1191 CHICK HU
'If A SPOUSAL ,..-.
. POVIATT (RlCIT IS CUIMrD '
--
I, flU NUMBIA
21 96 0131
COUNrv COOf Yf,AlI NUMU'
o Jo. F"h~" '"'.U" Co"'p,omiu
('0' dOl., of d.ol'" oft., 12-12.821
O.ud'"1 Oi,d T.II01. 0 7. O.ud.nt "'OIIlIO,".d a Li.in9 T'UII
(Alloe'" copy of Willi fAlloe'" coPy 01 T''''"1
ALL CORRESPONDENCE ANO CONFIOENTlAlTAX INFORMATION SHOUlO BE DIRECTED TO,
~
'"
~
e
U
~
o
McCANN,
J.
1"~';~'/'~"6
MARILYN
'CClal IICu',,, "U"U'
149-16-3264
r..."1'C...'I..".......C.I'O"'U.......I...I' ...I'...'....t:",..,.,."
w
~
w:!...,
U....
wLU
_00
-..-
uL..
~
McCANN, JOHN M.
~ 1. O,jgillal Ref""n
o J. lim:,.d f Ita I.
lJll O.
01.
.~
~'"
w~
"0
..-
82
,..a....
David H. Radcliff, Esquire
hV..Ohl "U"'U'
717, 236-931B
g
.c
E
n:
.,
U
-.
..
I. 'har f "0', (5ch.d"l. AI
2. S'ad. and 80"d, (5ch.dlll. 81
3. Cia I", H.ld 510dJPa"n",hip '1'1"'"1 ISchlel",l. CJ
". Martgag" arid Na"1 R,ui..obl. ISch~d",l. 01
.5. Cal"'. lIQII~ O.p"',;" & Mi,ullon'OIlI P.r'Otlol Prop.r1,
15ch.dul. fJ
6. JO:II",. O.".d P,ope,l, ISdll,Jul. '1
,. T'o"""1 ISch.J",I. 01 (Sch..dlll" LI
8. To.al (j'01l AII"I (10101 Lin", 1.7)
q. 111""01 Eap"n.... Admini"'I1l+... Ca"I. M'ICtlhJtI"Qu,
E ap'"I" (Sch.J"I. HJ
10. O.b'l. Matl'J'1'JI Liob,I;'i.., Li"", 15ch.Jul. ')
II. TOII1I O..llIc!ol1l1' ('0101 lin" , q l. 101
12. tI., Valli. 0' E,'al, Ili.... 8 rnin"" Li". III
IJ. (ha,ilab/. olld (j':h"'"",,,nlol e.qll'''' IS(h.JIII. JI
I... tI., Valli" SlIbj.ct 110 Tal 'Lin' 12 "';"111 Li"" 131
I,S. Spa"'tal T,oll,'." 1'0' do'" 01 d,a,h all" 6.30.QJI
5.. 1,.."",CI'o", la, .opl.cobl. p.,u"la'J' c" lI.."." II $)
Sid.. (1"c1l1d. .olu.. "0'" Sch.d",l. K 0' Se....dlll. M J
16. "",aun. 0' li". I.. IOlobl, ot 6~\ '01. (161
l'ncf",J.. .01".. I,om S,h.d",l. K 0' Sd,.d",J. #II J
11. ,6."'0"'"' of lin. I.. 101abl. 01 1.5~\ '01. (17)
Ilncf",d, .olu.. from Seh.d",I, K or Sch,dul. M J
18. P'i"cipaIIQI dll' (Add 101 f,o"" lin.. 1.5. 16 and 17.1
19. C"dill spolI.or PO.."r C"dil P,io, Poym."1I
+ 9400.00 +
'"
9
~
:1
"
L
"
o
U
~
..
~
CICIOI',' \CO",url aCC'I"
498 North 25th Street
Camp Hill, PA 17011
c..... Cumberland
'....01,1""' 'IClt.,O Hll '''''''vel.O''"'1
All jointly held property
tilth sapolUfO
o J ihmai,.d" R,'""n
I'CH do'" 01 d.o,h p,io, 1012.13.82
o 5. ,.d.,or EIlOII Tal R,III'" A.quiud
1
_ 8 TOlol N",,,,b., a' Sa" O'POI;I Bo,"
0.'1 C' "11"
5/29/27
I'ccla~ IICI;"" """'Il'
187-14-5924
SlIppl.m."'ol R"",,"
C':"'IIII...all"'C aOO'IU
3905 North Front Street
Harrisburg, PA 17110
110,000.00
7,691.07
III
121
(l)
(A'_
(5) 23,689.10
( 0'1
(71
An.O'JA18?
(91
12,544.98
1,702.03
181
(101
167,15B.03
(III
(Ill
(Ill
(lA'
.. .
. .06 II
x .1's II
(181
(19)
(~OJ
(<II
111~1
11IBI
Oileo"nl
494.74
IlIlt,...
20. II Lill. lQ it 9"01., than lin, 18. ,,,,., Ih. diU.,.n" on Lin. 20. Thil illh. OVERPAYMENT,
D O..on~Ii-4'_.'" ..,'.'" ;I, .,,'! .111....... 1:Tr.'r.r:l. I.j...., j~.~ l"i.."
21. If Lin_ 18 il 9"0'" Ihon Li". 19. 'lilt' II" dlff","u 0" lint 21. This i. Ih. TAX OUf.
A. f",., Ih, in'.,", on II" bolonu dill cn li", 21A.
a. fM., Ih, 10101 al Lin. 21 and 21,,\ a... Lill' 218. Thil it Ih. BALANCE DUE.
Male. Chuk Payobl. 10: R.9ill., of Willi. Av'''''
.'_.' -. ...
Road
Front Street
-100-
.,
".'l'>''''<,~",;",~ ,.",.,.,.,.~'~':!'....r...~~'!.k".'....."'.____..,..
$
181,405.04
14,247.01
167,158.03
167,158.03
10,029.48
10,029.48
9,894.74
134.74
134.74
010'1
/1-tJ-~6
010"
II' V--p~
.IV.'" 0+ 1'-16I
'*'
COMMONWIAlTH O' r1NNIYlVANIA
IHHUITANCI! fAX InUIH
IIIIDINT DICIDINT
.
SCHEDULE B
STOCKS AND BONDS
PILI NUMBER
MARILYN J. MCCANN 21-96-0131
(All P.....rty Joln~y.._ed wllh Right 0' Survivorship must bo dl..lo..d on Schodulo '.1
NUITMEMSER DESCRIPTION VALUE AT DATE
OF DEATH
1. 12 shares AirTouch Communications
2. 26 shares Bell South Corp
3. 12 shares Be11At1antic corp
4. 12 shares Pacific Telesis
5. 12 shares u.S. West, Inc. con-Communications
6. 41.503 shares AT&T
7. 1B shares SBC Communications
B. 12 shares NYNEX Corp
9. 12 shares u.s. West, Inc. , Con-Media
$ 351.00
109B.50
B26.50
366.00
250.50
26B7.32
1037.25
643.50
430.50
TOTAL Also oolor 00.1i.. 2. RICO hulotion
III mOlD ",ocols 1lOflIod. In.." aclclilionol shooh 0/ soma Jill.)
s
7691. 07
---_._-_.._~
1rv.IJOIlhfl.t1)
ESTATE OF
'*'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PlOD,. Print or l' .
FILE NUMBER
21-96-0131
COMMONW!AUH 0' P!NNSYLVANIA
INHIIITANCI TAX lnulN
I.SIDINT DlCIDINT
MARILYN J. MCCANN
(All pr.perty lolfttly.ownod with tho light of Survl.,.,lhlp mUI' bo dllclo..d on Schodulo fJ
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
DESCRIPTION
VALUE AT
DATE OF DEATH
PNC Bank - Checking Acct 15140039575
Members 1st Federal Credit Union -
Savings Acct 125994-00
Savings Acct 125994-02
Checking Acct 125994-11
CORES TATES - Checking Acct 159033476
$ 2752.72
$ 13780.74
333.70
.43
818.56
U.S. Coins
Refund - Greenwood Trust
Sale of Timber
Jewelry -
14K Yellow gold bracelet with moonstones
14K Yellow gold moonstone earrings
l4K Yellow gold/platinum wedding band
14K Yellow gold/platinum ring with .88
carat diamond
~!RgYellow gold ring with synthetic spinel
various stock dividends
NY Life Insurance
Members 1st Federal Credit Union shares
16.90
.11
3305.00
110.00
35.00
65.00
2200.00
g~:88
29.40
94.94
46.60
S 23.689.10
(Attach additional 8\01,- x 11- ,...." if 1'1'I010 'poco i. nHCt.d.1
--f .. <.. ~-. ,~._
........~'p,.oII *'
COMMONWtAl7H O' PENNSYlVANIA
INHU.TANa TAX .nUIN
IIIlDINT DtCIDINT
SCHEDULE F
JOINTLY-OWNED PROPERTY
I:
MARI~YN J. MCCANN
fiLE NUMBER
21-96-0131
ISTATI Of
Joint tonont(I)'
A.
NAME
JOHN H. MCCANN
ADDRESS
RELATIONSHIP TO DECEDENT
SPOUSE
498 North 25TH STREET
CAMP HI~~, PA 17011
8.
C.
Jolntly-ownod proporty.
ITEM
NUMBE
LETTER
fOR
JOINT
TENANT
DATI
MADE
JOINT
DESCRIPTION Of PROPERTY
TOTAL VALUE
OF ASSET
I
,
DECO'S: DOLLAR VALUE OF
% INT. ' DECEDENT'S INTEREST
1.
A
No separate listing of I
jointly title property is
presented as all was I
jointly owned by deceden~
with her spouse and is '
non-taxable
TOTAL (AI.o an'or on lin. 6, Recopilulalion) S
(II mare space ;s n..cl.d ;nl.rt additional shu" 01 lam. linJ
CXlMA'C!HWW~Of P1NNlnVAHIA
INHlllTA' TAll amaN
UIIDI DICIDINT
SCHEDULE "G"
TRANSFERS
PILI NUMIIR
MAlULlN J. ~ 21-96-0131
ICl\muu MUST" COMPLITID AND .ILID lfTHI ANMU TO ANY O. THI QUIST\ONS ON THIRIVWI SIDI 0' THS cova SHm IS YD.
TOTAL VALUE DICD. DOllAI VALU,!
. D!SCRIPTION 0' 'RO'UlY IXCLUSION 0' .SS!T 'Mo 0' DfC!DINT 5
" INTII!5T
certificate of DepoSit '200123197-61747 6
CmeStat.es Bank
(In tmBt for Jane A. Adan'e, Holly J.
Weltmer and Jeffrey C. Fd.....,ds,
opened 8/5/91)
o
$40,024.87 1001
S 40,024.87
TOTAl. (AI.. ..lot ..11M 7,
III __ .,.... " ....10<1_ oddi/IooaI tltHh 01._ Ii...,
Itvlatlool s40 024.87
--_i,'''i'~'~~'''''kl'\<,.''''Y''~~ .
.;'-;~' ~
<_";;;-.~_:_,> 'On ~ - .
,"'___~,._- I l
". .'1"1""
(. .:', OJ
'0, :~:'" 't\
'. ::,.
CO"'Io'Otl.,.,rAtht 0' 'l'UUtL...,\lIIIo.
IIllll'.IIo."f.( 'AI 'l1U'tl
l'iID!!" n(C,!!,I"~
isiATEOf
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCelLANEOUS EXPENSES
Ploolo Plinl or Typo
FiIENUMDER. .~. - .--. - _.h....
MARILYN J. MCCANN
21-96-0131
ITEM
NUMBER
..,-.-
A. Funeral EKp.n....
I.
DESCRIPTION
Myers-Harner Funeral Home
I.
D. Adlninil"olivo COlh:
1
ro"ol1ol R"pmhJnI\1Iivll CO",l1liuion\
Sociul SIJCUlily NumlhH of Por\onol R~p't)\l!nlaliv,!
Yl,lCII COlllmiuir'H1\ puid
^"11lIlUY r t:~\
Cherewka & Radcliff, L.L.P.
:J rnmily [,ullIlluion
.\
e.
I.
2.
J.
4.
S.
6.
7.
8.
(l'limunl
R.lhllioll-.hill
Add,.,.... of CllIillltllll ul dl'.;I,t1"IlI'.. d.ltllh
51111111 Acld,w,',
e,.,
SIll h,
ZIp Cod.J _
r,ol.OIl.l rUin
MhcollonoouI e.ponlol:
Legal Advertising - Cumberland Law Journal
Legal Advertising - The Sentinel
Craig F. Lowe - Appraisal Real Estate
Mountz Jewelers - Appraisal Jewelry
Additional short certificates
Filing fee
Filing fee
Inventory
Inheritance return
TOTAL. (Also enler on line 9, Recopilulo.ion)
AMOUNT
$
6195.00
5720.84
255.00
60.00
60.04
150.00
37.10
39.00
13.00
15.00
s
12544.98
_'''',lJIJfh 121'1
ESTATE 0'
ITEM
NUMBER
I.
2.
3.
4.
5.
6.
7.
ITEM
NUMBER
I.
Residence and
all joint
property
1/4 Residue
and 1/2 Jewelry
I
I 1/4 Residue
I
,
Daughter ! 1/4 Residue
and 1/2 Jewelry
I
,
,
Granddaughter 1/12 Residue
'*'
SCHEDULE J
BENEFICIARIES
COMMONWI.UH 0' PfNN'nVANIA
INHI'''''NCI 'AlIIWIN
_UIDIN' OICIDIN'
MARI~YN J. MCCANN
PILE NUMBER
21-96-0131
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
A. Ta.abll Blqul"S:
JOHN H. MCCANN
498 North 25th Street
Camp Hill, PA 17011
JANE A. ADAMS
37 Clouser Road
Mechanicsburg, PA 17055
JEFFREY C. EDMONDS
268 Wolf's Bridge Road
Carlisle, PA 17013
HOL~Y J. WELTMER
31 Church Road
Mechanicsburg, PA 17055
SHANNON J EDMONDS
885 North 900 East No. 6
Provo, UT 84604
AIDAN E. EDMONDS
1500 Walnut Street
Camp Hill, PA 17011
GI~~IAN EDMONDS BROWN
135 H Cherry Lane
NIl'.' CllmblirlaRd. P' 17070
Spouse
Daughter
Son
.
AMOUNT OR
SHARE OF ESTATE
Granddaughter 1/12 Residue
Granddaughter 1/12 Residue
NAME AND ADDRESS OF aENEFICIARY
B. Charitable and Governmental Beque",:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o In'or an linl 13. Rocapi.ula'ian)
(II marl .poco I. nlldld, Inllrt additional .hllt. 01 .aml .111)
AMOUNT OR
SHARE OF ESTATE
S
~-
I ;~
.
,.,
~..~.~,...;.......,.,_.........~.,~.,-,~,,~.. ""'~'" ---.
1
.
~
Register of Wills of CumberlandCounty, Pennsylvania
INVENTORY
ESlale of
MARILYN J. MCCANN
No
21-96-00131
also known as DalU of Dealh Februa rv 4 I 1996
,Deceased Social SeculIIV No. 149-16-3264
JANE ft. ADAMS
P."onal RlJp,osenlallvall' 01 UIIJ ahOve E"dle, dOCI".'tld, ....o'.ly Itloll Iho lIorns 1I11''''I111n" In Ihd lollo'"""lIln...tnltll\, Includll all
ollhe Ilaf.unnIIU.dll ~holava' ,.IUdlc and all 01 Hili '~f11 ttlfll~ In IlIe Coml1lonwadllh of Pllf\/llvl'ldn," 01 'd.d Od~od"nl, Ihdl
Ihl! ......h.Alu)f\ flldcod OPllOSlld c.lch 11 em 01 ,old I"Vdnlory ,,,,HrI\I!IlI'" lis I...' .....llu" 0'1" ollhd dill" 01 Ih~ Ollcndclllt'li dlh,lh, 111\.1
lh.lt OdcodlSnl o~ndd no '0011 tlSldll. oul"ldd 01 thIS Co,,,,nonwtHlllh 01 f1nnnlOylvllm" a.Ctllll lIull wh.r,h aN.l!oItllM ,I OIenlOl.lnJum
allho end of 1hll ,"vrlOltl'y, IfVIIl! vOflfy Ih<ll Ihe Ihllrl",~nl; IIu"I., mltll!> Invllnlury IHcllrurl 41111..1 CUIIC.;I I/\\'c u'lIlcl'~IItI1(j 111.11
1..llill Ilalcln,anU hltr.1n .,n nhlt.ld lulJldCI to Ih., IlItn"'lulli 01 18 fill C S Stl.:llflll 4904 ftllllhn~ tu UIUWUIf' ',I,.,.I''':f1l1on tu
lIulhtlflllc"
P"'~A"'~"""""
__(J~tL /t. ~'t~.~~
0";,,,' .1(t0c~,-b!r ~. I f'1~
N.lmd 01
AlIorn"v'
DAVID H. RADCLIFF
10. Nil.:
25403
At.IIJI.:~!t
u__~~Q.5._N_qR}~~J~ON'1' .. s..~'!{el>'l'
IIARRISllURG, PA l71l0
1"""""",,"__(11I.1_.?'}Q.:.'P.1JL___ .
O'I~it:IIJII"'1I
1. Membe~s 1st Federal Credit union -
Savings Acct 125994-00
Savings Acct B25994-02
Checking Acct 125994-11
2. PNC Dank - Acct 15140039575
3. Corestates Dank - Acct 10059033476
4. Sale of Timber
5. Real Estate at R.D. 3, Newport, PA
6. l4K Yellow gold bracelet with moonstones
7. l4K Yellow gold moonstone earrings
O. 14K Yellow gold/platinum wedding band
9. l4K Yellow gold/platinum ring with .08
ca~at diamond
10. 14K Yellow gold ring with synthetic spinel
11. u.S. coins
12. Refund - g~eenwood T~ust
13. 12 sha~es Ai~touch Communications
14. 26 sha~es Bell South Co~p
15. 12 sha~es Bell Atlantic Corp
16. 12 sha~es Pacific Telesis
17. 12 sha~es U.S. West, Inc. Con-Communications
Subtotal f~om additional page
IAllach Add,loonal SheelS II necessarvl
V.lhll'
$13,700.74
333.70
.43
2,752.72
810.56
3,305.00
110,000.00
110.00
35.00
65.00
2,200.00
65.00
16.90
.11
351. 00
1,098.50
826.50
366.00
250.50
5,004.51
TOlal,
~~4l,380.l7
~OT[ lh. M.mOllndunl 01 ...luUt. Oul,od.lh. Comnlo""""'I'1 01 """u,,I."II" ,,,,1, tllIllr .lfCltOn 0111." pt. '0"'" "p'.n"I"IIYl' 11,,,.11111'
Ih. v.lu. 01 ..ch lI.m, bul .uch I,gullt thoukl nol tI. "I.ndd lI1to I'" loul 01 Hl1 111'1,"1111,
.. . '.
ESTATE OF MARILYN J. MCCANN
21-96-0131
Continuation of Inventory
18. 41.503 shares AT&T
19. 18 shares sac Communications
20. 12 shares NYNEX Corp
21. 12 shares u.S. West, Inc., Con-Media
22. Stock dividends
23. Members 1st Federal Credit union Shares
24. NY Life Insurance Company
25. Ring
Subtotal this page only
$ 2,687.32
1,037.25
643.50
430.50
29.40
46.60
94.94
35.00
$ 5,004.51
.
M t::g:
- r) .)0.
0 !!! M ,.
:::;:~; ~ (
t , - '<:t
.. I
TJ , >-
~J .:: R
c ~
~..
0 ,.,;. >:~; t:
uw p;
<l.lCl: ~8
0:
.,
i
I
I
,I
'J y .:1
/." .) ~/",
"'/1.'- ~ ..(~).rtL
MARY C. LE S r.t,,-,~.d''''' q I
REGISTER OF WILLS !
I
RECEIVED fROM,
f1
ACN
ASSESSMENT III
CONTROL ...
NUMBER
AMOUNT
DAVID H RADCLIFF ESQUIRE
101
.1~4.7"
390~ NORTH FRONT STREET
HARRISBURG, PA 17110
ESTAT! INfORMATION.
!t I NUM' R
U 21-1996-0131
!t NAME Of DECEDENT (lAST)
~ MCCANN MARILYN J
II E PAYMENT
SSN 149-16-3264
(fiRST) (MI)
II POSTMARK
COUNTY
E
CUMBERLAND
DATE Of DEAfH
m
.134.74
51<
TOTAL AMOUNT PAID
REMARKS
JANE A ADAMS
C/O DAVID H RADCLIFF ESQUIRE
CHECK" 102
SEAL
RECEIVED BY
REGISTER OF WillS
.._ __ ___ ___ ------..-r
. ..,
.1
i'
'.
\. -.
~. .
'f
,
._--"
-~-
.-
...
. ...._-
,
r-U
"
. ,
f
~.
~
.
,
}'..
-..j- .........
, r.
. .
, ,'\..,;.
CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent I MARILYN J. MCCANN
Date of Deathl February 4, 1996
Will No.
1996-00131
Admin. No.
To the RegisLerl
I certify lnat notice ot beneficial interest required by
Rule 5.6(a) of the Orphans' ~ourt Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
I
Name
Address
See attached list
Nntice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Datel z(7-~h b C"Q~......
Signaturo
Name David H.
Address 2216 Walnut Street
Harrisburg, PA 17103
,.
('-J Telephone (717) 236-9318
Capacity I Personal Representative
L.
.---
x Counsel for personal
' .; '~.l
representatIve
RV-"
_.,.,...,.~_.
RECEIVED FROMI
&
ACN
ASSESSMENT P:I
CONTROL iii
NUMBER
AMOUNT
RADCLIFF DAVID H
ee16 WALNUT ST.
lVt
...,,&fVV.vO
HARRISBURG, PA 17103
ESTATE INfORMATIONI
m I MI R
Ii el-1996-0131
m NAME O' DECEDENT (lAST)
~ MCCANN MARILYN J
IlIlATE ~ MENT
B POSTMARK J!
COUNTY
SSN 149-16-3e64
(fiRST) (Mil
1" ;'
I,
iI
... t,
iii TOTAlAMOUNTPAID .9,400.00". '
DO ,.
RECEIVED BY )ij ,~. 'i . /. ~. . rf:.(~ /)/-v. (:
MARY C. LE~:;o AlU ';j ;{;.;J, fl;Vt'
REGISTER OF WlLLS -,
REMARKS
JANE A ADAMS
C/O DAVID H RADCLIFF ESQ
CHECK" NONE
SEAL
REGISTER OF WILLS
~ -- -- -- -- ---- --- - -.- _.- -- --- --- - ,-- - -- -. - - ---- --r;-
! . 'l .. !
..- ~ .
, . ~ .
. ,
" .
~.
.:-
\
,"'.
\. -.
~. .
,f
- - -.--
-~..
y
. .. ~--
,
--7"
r"
.
\.
g;- '11/ -II
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
c.
BUREAU Of INDIVIDUAL TAXES
lHtt(ftlT&HC[ TAX DIVISION
DOT. ta0601
HARRJIIURQ, Pi 17121-0'01
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
02-10-97
HCCANN
02-04-96
21 96-0131
CUHBERLAND
101
DAVID H RADCLIFF ESQ
3905 N FRONT ST
HBG PA 17110
A.ount R..l tt.d
*'
'1..1UIU ai, III....
MARILYN
J
HAKE 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 ....
iiilj:is4-j-EX"AFji-nZ:9fij"iiiificEuciFuitiHEiiiiANcE-i:Ax-A-pjiiiiiisEii€iir;-ALrciiiANcE-iilium__mmuu
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTAT!! OF MCCANN MARILYN J FILE NO. 21 96-0131 ACN 101 DATE 02-10-97
APPROVED DEDUCTIONS AND EXEHPTIONSI
12,544.98
9. Funeral ExPen.../Ada. Coatl/HiIC. Expen... (Schedul. H) I')
10. D.bh/Hodo_ LhbIUUOI/L1.n. ISch.dul. II 110) 1.702.03
11. Tot.l O.ductlon. Ill)
12. Net V.lu. of ro. R.turn 112)
15. Chorlt.blo/ClovorlUlont.l a.qu..to ISch.dulo JI 113)
l~. Net V.Iu. of Eot.t. SubJ.ct to T.. 11~)
NOTEI If an assassmant Mas issuad praviously, 1inas 14, IS and/or 16, 17 and 18 Mill
r8flact figures that includa tha tatal of abh raturns assassad to data.
ASSESSHENT OF TAXI
IS. ~aunt of Line l~ .t Spou..l r.t. IlSI
16. A.aunt of Lln. l~ t..obl. .t Lln..l/Cl... A r.t. 1161
17. A.ount of Lln. l~ t..obl. .t Coll.t.r.l/Cl... B r.t. 1171
10. Prlnolp.l T.. au.
TAX CREDITS I
PAYHENT
DATE
04-24-96
11-04-96
TAX RETURN WAS, I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. (Schedul. A)
2. Stach and Bond. ISct..dul. B)
3. Clo..ly Held Stock/P.rtnerohlp Int.r..t ISch.dul. CI
~. Hortgag..lKot.. R.c.lvobl. ISchedul. DI
I. Caahllenk o.pollt,,"llc. Parlonal Property (Schedul. E)
6. Jointly Owned Prop.rty ISchedul. f)
7. Tron.f.r. tSchedul. 0)
a. Tot.l Au.h
RECEIPT
NUIIIl E R
AA112765
AA146902
DISCOUNT 1+1
INTEREST 1-)
494.74
.00
I ) CHANGED
11)
121
131
I~I
ISI
161
171
110.000.00
7.691.07
.00
.00
23.689.10
.00
40.024.87
(0)
HOTEl To insure proper
credit to your account,
.ubalt tt.. upp.r portion
of thl. for. with your
tax paYllent.
181,405.04
14.'47 01
167,158.03
.00
167,158.03
.00
10,029.48
.00
10,029.48
10,029.48
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 11, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICR), YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.)
'.
.00 X .00.
167,158.03 X .06.
.00 X .15.
I1B)
AHOUNT PAID
9,400.00
134.74
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REURVATlOHI
PIIIPOU lit'
f<<JTlal
PA vtIDfT I
REnICD(CRh
DIJECTIDHSI
AIl'tlN
ISTRATlVE
CORRECTIONSI
DlsctUfTl
PEHAL TV I
IHTERfSTI
nn
c:- ~ :cia'
3~
., C~ 0
, !..... Cl
-., "
ITl "
LD
~
0
~.'
-" ....
N ;,::,
:.!:l", L' flj 0
~_ "-""lo _..
E.t.t.. 0' decedent. dylrg on or ~'or. o.c.-ber 12, 1"2 -- If ~y futur. Int.r..t In the ..t.t.~ tr~".rrld
In po.....lon or enJo,.ent to CI,.. . (coll.t.r.l) btntflcl.rl.. of th. decedent .,t.r thl ..plr.tlon 0' eny ..t.t. 'or
Ilf. or for y..r., the eo..onw..lth hereby ..,r...ly r...rv.. the rlDht to appr.I.. end ...... tren.f.r Inhlrltenc. T....
.t the I.ful C.... . (coU.t.nl) nt. on ~y .uch futur. Inter..t.
To fulfill the requlrettnt. of Section 21'0 of thl Inhlrltencl tnd E.t.t. T.. Act, Act 22 of 1991. 12 P.S.
Section IUO.
DetKh thl top portion of th" Motlc. tnd .WIiIt ..lth your p.,..,.t to thl Aql.t.r of "UlI printed on thl revll'" .Idt.
..tIIlkl check or ~y ordlr plyebl. tOI REGISTER OF MILLS, AGEHT
All P')'Hnt. rec.IVId shill UrU ~ 1PP1I1d to ~y Inttr..t which ..y be dull with eny r...lnellr .,.1I1d to the! tax.
.. re'und of I tax credit, which .... not r..,..ted on the Tax A.turn, uy 1M r.....tld by COllPIIUng an -Appllc.tlon
for Rlfund of PennSYlvanl1 Inhtrltanc. and Elt.t. T..- (REV-I)I)). Appllcltlon. .r. ~.II8bl1 .t the Dfflcl
0' the Rllllt.r of .,111., eny of the t3 A.venue DI.trlct OffICI., or by c'lllng the specl.1 24-hour
an....rlng ..rvlc. nutblr. for for.. ordtrlngl In Penn.ylvanl. l-100-)6Z-Z050, out.lde Penn.ylvenl. end
..Ithln local Harrllbur. Ir.. (711) 717-1094, TOOl (717) 11Z-ZZ5Z (H..rlng IlPllred Only).
Any Plrty In Int.rllt not nthfled with the IPPr.I.......t, tUOWInC. Dr dl..llowencl of deduction., or ..........t
of tax (IncludIng dl.count or Int.rl.t) .. ahawn on thl. Hotlcl lU.t obJ.ct withIn .I.ty (60) ~Y' of recllpt of
thh NotlCI bYI
.-wrlttln prot..t to thl PA Dlp.rt.ent of R.vtnU., laIrd 0' App..l., Dtpt. 2.1021, Hlrrllburg, Pi 11121-1021, OR
...lectlon to hliv. the utter dltar.lntd .t ludlt of the account 0' the perlOMI r.,rllentltlVtl, OR
--."..1 to thl Drphen.' Court.
Fectual .rror. dl.cov.red on thl. ......-.nt lhauld bI Iddr....d In writing tal PA c.p.rt.....t of A.venue,
lur.eu of Individual T...., "THt Po.t A......tnt R.vl... unit, Dept. 210601, H.rrl'burg, PA l11Z'-0601
Phont (717) 111-6505. S.. peg. S 0' the bookl.t "In.truetlon. for Inhtrlt~. T.x R.turn 'or. R..ldlnt
Dtc~t" (REV-1S0l) for en a.plen.tion of adlinl.trttlv.lY correctabl. .rror..
If ~ t.x due I. p.ld within thr.. ()) cal~.r IOnth. .ft.r thl dtc~t'. dI.th, . flv. Plrcent (5%) dl.count of
the t.. p.ld I. .llowed.
The 15% tax ....ty non-perUclpaUon penalty I. co.putld on the tot.1 0' thl t.. end Interllt ......ed, end not
p.ld bI'or. JtnUlry 1', 1996, thl flr.t d.y .ft.r thl tnd of the t.. atnI.ty period. Thl. non.p.rtlclp.tlon
penalty Is IPPMlab" In the .... .....,.r IIncI In thl th. .... U.. Plr lad .. )'ou would ...,...1 thl t.. end Int.n.t
thtt hi. bHn ......N .. Indicated on this noUet.
Int.r..t I. ch.rDN beginning with flr.t d.y 0' d.llnquenc)', or nine (,) ~th. end ant (1) d.)' froe thl date of
death, to the d.t. 0' p.ytlnt. T.... whIch ble... d.llnquent blfor. JInU.ry 1, I'IZ blar Int.r..t .t the r.t. 0'
.1. (6%) parCtnt p.r ~ c.lcul.tld .t . d.ll)' r.t. of .00016'. All t.... which bee... d.llnquent on and .,t.r
JtnUlry 1, 1'.2 ..Ill b..r Int.r..t .t . rat. whIch ..III v.r)' 'roe c.lend.r v..r to cal.nd.r v..r with thlt r.t.
announced by the Pi DIp.rtsent of A.venut. Th. eppllcabl. Int.r..t r.t.. for l'.Z through 1'" .r.,
!!!! Inter..t Rat. n.llv Int.r..t Factor !!!! Inter..t A.t. n.llv Int.r..t Factor
1'.Z 2n .00u.. 1'.7 OX .OOOZU
1.as l'X .OOO'SI 19"-1". lIX .000101
1'" lU .OOUOl 1"2 OX .000U1
1915 UX .000556 199).1'" >X .00019Z
1914 ln .000214 1995-1991 OX .OOOZU
ulnt"..t I. c.lcul.tad .. followar
INTEREST . SALANCE OF TAX UNPAID X NunSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I.eutd .ft.r thl t.. btcoea. delinquent ..Ill r.flect en Int.r..t c.lculatlon to ,Ift.en (15) d.y.
blyond the cStt. of the ...........t. If P'YIlII1t It aad. .fhr the Inter..t COllPUt.Uon d.t. .howl on thl
Hollc" .dcUllonal Inter..t ...t be c.leul.ttd.
Jan 19 99
ne:__.'sootXt C""I
I ~) - .;> L{.- II
CAPS
~U~
ES
i 2
E H
T
8
M
~ V
~
2
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
AlE NUMBER
21
COUH1Y'COUI!
D
!
C
~
N
T
CO....ONW5'AL 'II~ 'CHNIl\.YAHIA
OE,,,,,,..,..lo,:: "IYEHUI.
OE"', flOIa'
HAft", "
O'CCOENrl HAUl (LAIT. '1"". AND ...IDPL.I'I..Il...."I"^. ....... .,...1...".,... "..eI.
Mc ann Mull
IOCIAL ftCWU""lifu...ftrft
J.
DA" OJ DUTN
187-1' 24
... N'l'L1~" lu.'I''''. ~PO\I"'I ..W. ""'.
f""'. AHD W'aDl.f. INIIIAl'
John H. McCann
1. Or..,.. n.'lltn
... lIrNIHE.....
X I. D""",'OIt"".'1
02 04 96
~AL'fCUftnY'NUMD'R
x a
...
.""ItIM"lfln'klrn
,,,,,,,.lft*..1 co...,eII'H'(""" '''11'1 III... ".tt-llJ
7. De'''~I''''~''L'''....Trllll
tAI*",-.,."u"l)
........,....."c..t1l1
't"O'
IAU'U."')'o, Wilt'
o g. u...'*'r.......""*" 010.
o
il
HAW.
D vi H. Radcliff ED uire
'I"U H"uli (11 AHl6WlI')
charawka , R dcliff LLP
Tntf"t'tONI: HUMItEA
L
18:32 No.Ol1 P.02
O"ICtALUItOHl"
96
.e..
0131
NUMB!"
OAT( or BI"T"
n. Cl..~l.\a.""'" s...."t(1.J
""h'eh
Dl
~"
3g05 North Front Street
Harr!gburg. PA 11110
(I)
(2)
(3)
R
~
A
P
I
T
U
~
I
o
N
I. R.a1 E.... (SclTtdult A)
2. STOCb IIld Bond. (Sdlodulo P)
3. CIoHIy Held tcrporll1lon. P...ership or
Sol.. fI'Oprlt1Drslllp
I. Mortgage... Note. Rtcolv.blt (Sehldulo PJ
8. CIIII. Bank Deposb .. MJsc:tllanelM ""'onll Propen)'
(Schldult E)
&. JoInIy Ownld fI'Opony (Selltd"Ief) (5)
7. "'tot. VIvo. Tran.""" Mllcelaneou. Non.I'TobIlI 1'T0jl111y (7)
(Schtdult G 0< ~
I. TIlIaI GrOOt A...,. (loIaIl..IM. 1-7)
O. funerll EllpoII..... Alln'4....UtNI Co.ll (Sdlodult H) (V)
lO. DoI>"o' Docldo/ll, MongIllO UabllIIIe'. .. lien. (Schedule I) (10)
n. TOIIl Otdu<llOnl (lOW Unol 9.. IOj
u. No. Val", of E..... (Un. 8 mlnu' Uno "1
I,. cn.llablo IIld Go\'ll'M1t11lOl8tquo.IIISoc Vl13 Tru'lllor which to eloc:oJon III ... hot n., beon
mad. (Sehodulo J)
'4. NoI Val'" Su c 10 Tax no" minus Une 13
Ill. Amount or line '4....blo a.
lheopoullllall'lII
See .....uctlon. on page 2 lor appk.blt ptrcenllll"
18. Amounl olin. I.....bIo .. 0... ra..
17. Amounl e.llne 14la"bIo a. ".. ra..
18. Tax Due
(I)
(5)
99.081.63
120.00
0.00
x
.o...Q.JL
98,364.63
0.00
x
X
.05
.15
r
ADDRE"
OPPtCW. un ONLY
(I) 99.081.63
(Ill '20 00
(12) 98.364.63
(13) n O!)
11 ga.364.Q..
(IS) 0.00
(IS)_ 5. gOl.88
(17)_ o 00
(18) 5.g0l.88
"Z;" . ;':':;.J;~' ',:~:' "'(.: ;;~h ~;Z#.Y~~;l
,
~,.... t."J
.' Decedent's Com Jeto Address:
STREET ADDRESS
CITY
STATE
ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Une 18)
2. Credl1slPal""Onts
A. Spou..1 Poverty C,edh
B. Prior Pal""Onts
C. Dlscounl
(1)
5.901. 88
0.00
0.00
0.00
TOIaI C,edlts (A + B + C) (2)
0.00
3. InterelVPenelly 11 applicable
D.lnterest
E. Penally
0.00
0.00
TOlallnterestlPenally (0 + E ) (3)
4. II line 211 grute, than line 1 + line 3, ente, lhe dlffe,ence. This Is lhe OVERPAYMENT.
Check box on Page 1 Une 19 to ,eque.. a ,efund (4)
5. II line 1 + line 31s greater lhan line 2, ente, lhe dlffe,ence. This Is lhe TAX DUE. (5)
A. Enter lhelnterest on lhe ,.. du.. (SA)
B. Enter lh.lOlal af Un. 5 + SA. This Is lh. BAlANCE OUE. (58)
Mak. Check Payabl. to: REGISTER OF WillS, AGENT
"'1"'.,' "., "';""":':"""",' '''I.': ,." ,.:.." .. '..:'
0.00
5,901.88
0.00
5,901.88
.....
(: :,
;.." I
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old dec.dent make avanslo, and:
a. ,elaln lh. use or Income 01 the propertyvansfe"ed; . . . . . . . . . . . . . . . . . . . . . . . . .
b. r.laln lh. 'Ight lO designate who shall use lhe property vansfe"ed or Its Income;. . . . . . . . . . .
c. retalnaravers.lonarylnterestjOl. . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .
d. ,ecelvethe promise for 1If. of elthe, pal""Onts, benelits 0( car.? . . . . . . . . . . . . . . . . . . .
2. If d.alh occurred on or before Decembe, 12, 1982, did decedenl within two years prec.dln9 dealh
nnsfe, property wllhout receiving adequate conslderalion?1I dealh occurr.d after Decembe, 12, 1982,
did decedent vansfe, property within on. year 01 dealh wlthoUI ,oc.lvlng adequate conslderalion? . . .
3. Old decedent own an "in vust 10(' or payable upon dealh bank account or security al his
or her dealh? ..............................................
4. Old lh. decedent own an Individual ,eUremenlaceounl, annul1y, 0( olhe' non.probate property? . . . .
~i
D~
~8
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN
72 P.S. Seclion 9116 (a) (1.1) Q) provided for the ,educlion ollhe ,.. ,al. inposed on lhe nel valu. of vansfe.. lO 0( for lh. use of the surviving spouse
&om 6'" lO 3'" for dates of dealh on 0( afte, July 1, 1994 and before January 1, 1995.
72 P.S. SeC1lon 9116 (a) (1.1) QI) provided lor th. reduction ollh. ,ate inposed on lhe nel value of vansfe,s lO or for th. use of lh. surviving spouse
&om 3'" lO O'llo for dates of dealh on or afte, January 1, 1995. The Slalute does nOle.emolaVansle, lO a surviving spouse &om tax, and lhe Slalulllry
,equirements for dlsclosur. of assets and mlng a ,.. r.turn are still appllcabl. .ven W lh. surviving spouse Is lh. only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARV 1, 1995 - Please answe' lh.lollowln9 qu.stlon by placing an ',"In th. appropriate space.
Old the d.c.denl c,eate a tru.. 0' .Imlla, anan9.menl which I. sol.ly 10, the .urvlvln9 .pou.... ben.m 10, hi. or h.r .ntlre IIlotlm.?
V.. 0 No [!]
lI)<lu answered yes lO lhe above queslion, th. ,.. on lhe oust or sinilar arrangemenlls postponed untillh. dealh ollh. second speus., al which lime
h will b.lullytaxabl. alth. rate(s) applicablelO lh. ,emainder beneficlarylles). Enter th. valu. of lhevusI on Schedul. J, Pa" II, In o,der lO ,emove h
&om th. calculalion of th.la. due In lhls oslale. Vou may wish lO file Schedul. 0 in ",der lO mak.lh. eleC1lon available unde, Section 9113. IIlh.
e~C'tiOn ts midi, the !Just or Imilar arrangement which benefits the surviving spouso Is taxed at the zero tax rate. and the remainder is taxed a1 the
'ale(s) Ipplicabl.lO lh. remainder beneliclarylies). If)<lu choos. lO mak.th. election, )<lu mus' anach Schedul. 0 lO a timely. filed ,.. retu,n, along
with Schedule(s) K Ind/", M In ",de, lO show th. apportlonmen, of th. VuSl or smllar ar'angement between th. surviving spouse and lhe remainder
b.nerlClaryflOs).
Coprrlghl(C) 'OI' 'Ofm lolh,..,. on/v CPSvlleml,Inc:. F'Ofm REV-15XJ EX IAev. '.171
,nlN.'I'r. EX. I"'"
COUUONWEALTH or PENNSY\.VANIA
INHERlfANCE TAXnE'UnN
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF Marilyn J. McCann
FILE NUMBER
21-96-0131
Thll schedule mUll be completed Ind llled If IIIe In.wer \0 Iny 01 qUllUon. llh70ugh 4 on pig. 2 II yel.
"OF
ITEM OATE OF DEATH DECD'~ EXCLUSION TAXABLE VALUE
NUMBE VALUE OF ASSET INTERE T IF APPLlCADLE
1
8,429.62 100 0.00 B,429.62
2 Mainstay Funds
Fund #41-79725112 30,746.93 100 0.00 30,746.93
3 Mainstay Funds
Fund #43-79743511 21,554.50 100 0.00 21,554.50
4 Mainstay Funds
Fund #57-79725113 29,568.14 100 0.00 29,568.14
5 Mainstay Funds
Fund B42-79755199 8,785.44 100 0.00 8,785.44
TOTAL so enter on fine 7 Reca ltulation
~I more space Is needed, inIOn addl1lonal sheelS 01 the sam. size)
CoPff~hl teJ 1107 101m loll"... only CPSy'leml, Inc.
99 084.63
F..m REV-1510 EX In.,. ""1
.
Iff-if-II
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 2""1
HARAISlURa, PA 171Z8.0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DAVID H RADCLIFF ESQ
3905 N FRONT ST
HARRISBURG PA 1711~:'
. .V
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-29-1999
MCCANN
02-04-1996
21 96-0131
CUMBERLAND
101
AJoount R..l ttlld
v
*
In.IJ4IU'''I".''.
MARILYN
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R!V:i5'4;-EX-"i=iQii9-':97riioYicEnOF-i-tiHEiiii'ANCn'-AX-APPRAiSEN€ii'r;-"ii.-OWANCE-iii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCANN MARILYN J FILE NO. 21 96-0131 ACN 101 DATE 03-29-1999
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAXI
15. Aaount of Lln. 14 ot Spou..l rot. 1151
16. Aaount of Lln. 14 toxobl. ot Lln.ol/Clo.. A rot. 1161
17. Aaount of Lln. 14 toxobl. ot Collot.rol/Clo.. B rot. (171
lB. Principol Tox Du.
TAX CREDITS:
PAYMENT
DATE
04-24-1996
11-04-1996
01-20-1999
TAX RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R.ol E.tot. lSch.dul. Al III
2. Stock. ond Bond. (Sch.dul. BI 121
S. Clo..l~ H.ld Stock/Port..rahip Intor..t ISchodul. CI 151
4. Ilortp~.lNot.. Reo.hobl. lSch.dul. DI 141
5. c.ah/II_ o."o.U.lNho. P.r.onol Prop.rt~ (Sch.dulo EI ISI
6. Jointl~ 0wnlId Pro""rt~ lSch.dul. FI 161
7. Tron.f.r. (Schedul. gl 171
4. Total A...t.
I CHANgED
NO. 01
.00
.00
.00
.00
.00
.00
99.084.63
IBI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens../Ad.. Coata/HiKc. Ex~n... .Schedule H)
10. Dobt.lNortgoa- Liobilitio./Lion. IS~dul. II
11. Totol Deduction.
12. Net Value of TO)( R.tum
15. Ch8ritabl./Cov.rn-~t.l Bequest., Non-elect.d 9113 Trust. ISchedule J)
14. H.t Value of E.tot. Subject to Tox
191
1101
720.00
.00
1111
1121
IlS1
1141
NOTEI
.00 X .00.
265,522.66 X .06.
.00 X .15.
lIB I
RECEIPT
NUltBER
AA112765
AA146902
AA324523
DISCOUNT HI
INTEREST/PEN PAID I-I
494.74
.00
1,168.09-
AMDUIlT PAID
9,400.00
134.74
7,069.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-21-1999 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
creel! t to your ItCCOW\t I
.ubtoU tho _r porUon
of this faNe with ~our
tax pa>--nt.
99,084.63
no 00
98,364.63
.00
265.522.66
.00
15,931.36
.00
15,931. 36
15,931.36
.00
1.83
1.83
I IF TOTAL DUE IS LESS THAN 01, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU NAY BE DUE
A REFUND. SEE REVERSE SrDE OF THIS FORN FOR INSTRUCTIONS. I
AESERYAnDHr E.tat.. of decadent. dying on or before DecMber 12, 1912 .- if MY future lntar..t In U. ..tata b trMsf.rnd
In po.....lon or enJ~t to CI... . (collatar.l) beneflclarla. of U. decedent .ft.r u. a~lr.tlon of ~ ..tate for
llf. or for ~..ra, the C~.lUt hereby axpr.uly r...rv.. the rlaht to 8IPPral.. ..t ...... tnnsfar Inheritance T....
.t the lawful Cl... . (coll.taral) r.t. on any .uch future Int.r..t.
PURPOSE or
HaTlCE. To fulfill the requlreMnt. of Section 2140 of the Inhlrltanctl and E.tat. Ta: Act, Act 21 of 1995. (72 P.S.
SMUon 9141).
PAYMENTI Detach the top portion of thb Hotlc. and tubalt ..Ith your PQ'Mnt to the Aegbter of "1111 prlntMl on the rever.. slelI.
........ ehKk or ....y order p~l. tOI REGISTER OF MILLS, AOEHT
REFlICD (CA)I A refund of . tax credit, .....Ich .... not requa.ted on the Tax R.turn, ..y be rMlU8stMl by COIIPhtlng en wAppl1catlon
for R."'" of ""'sylnnla Inherltanc. and Estat. Taxw (AEV-lSl3). Application. .re 1IVIi1labl. at the Office
of the Aagbt.r of 'UU., any of the D Revenue DI.trlct Offlc.., or by calling the specl.l 24-hour
M....,.lna ..rvlce nuabIIr. for fOrll' orderlnal In Penn'Ylnnla 1-800-362-2050, out.lde Pannsylnnla and
..IUtln local Harrisburg ar.. (717) 787-IOM, TOO' (717) 772-2252 (HAring lIIP81red Only).
DI.ECTIONSI Any party In Int.ra.t not ..U.fled ..IUt the 8IPPnl.....,t, all~ or dl..11owance 0' dedJcUon., or .....~t
0' tax (Including dbcCU'lt or Int.r..t) .. Ihowl on thb Notle. ...t object ..IUtln .lxty (60) day. 0' receipt of
thl. NoUc. bYI
.
.,
--wrItten prot..t to the PA Dapertaant 0' Ravenue, Board 0' Appeal., Dept. 281021, Harrisburg, PA 17128-1021,
--elecUon to hey. the ..tter deteralned .t audit of the 8CCOU"It 0' the .-rsonal repr.....tatln, OR
n~l to U. O~." Court.
OR
AIIIlIH
ISTRATlYE
CCIIRECTIONSI
flMltual .rrors discovered on this .....nent should be addr...ed In ..rlUng tOI PA Depart...,t 0' R~,
Iuraau of IndivIdual Ta.a., ATTNI Po.t A....aaant Review unit, Dept. Z80601, HarrIsburg, PA 17128-0601
Phone (?17) 787-6505. See page 5 0' the booklet -In.tructlon. for Inherltanctl Tax A.turn for a R..ldent
Decadent- (REY-15'1) for M .xplanatlon 0' ect.lnl.tr.tlnly correctable .rror..
DISCOUNTI
If any tax due II paid ..IUtln thr.. (3) calMdar -.nth. .ft.r the decedent'. ..th, . fin percent (5%) dllCCU\t 0'
the tax paid 11 aUOMeCI.
PEMlLTYI
The 15% tax ....tY non-pWUcJpatlon P8Mlty I. co.putMl on the tatal of the tax and Inter..t .....Md, ...s not
,.Id before JanuI", 18, 1996, the flnt day after the and of the t.l( ......ty period. Thll nan-partiCipation
penal ty II ipPe81abl. In tn. ... Nrnar end In the the ... tl_ period a. you would 1IPPU1 the tax and Int......
thIlt h.. bMn .....Nd .. Indlc.ted on thll notice.
INTERESTI
Int.re.t 11 charged beglmJr'D ..lth flnt dIIy of dallnquenc~, or nIne (9) aonth. and one (I) dliy frOll tn. dIIt. of
dNth, to the dIIt, 0' pay.ant. Taxe. Mhlch bee.- dellnquant before ......ry 1, 1982 beer Inter..t at the rat. of
.b (6%) percent per .... calcuJeted .t a dalb r.t. 0' .000164. All t.... Mhlch bec_ dell,..."t on and .ftar
.......ry I, 1912 ..Ill bur lnt.n" .t a rate Wllch ..111 wry frOll calend8r y..r to calendar y..r ..lth thIlt rat.
~ by the PA Depwt...,t of Aavenue. The 8IPPlIcabl. Int.r..t r.t.. 'or 1912 through 1999 .r.1
!!!! Inter..t R.t. Dally Inter..t Factor !!!! Int.r." A.t. DailY Int.r..t Factor
1912 n% .100548 19"-1991 11% .001311
1985 16% .1004S1 1992 9% .000247
19M 11% .IOOSII I99S.I.... n .001192
1985 IS>: .100556 1995.1'" 9% .01D247
1916 10% .100274 1999 n .001192
1981 9% .to0247
--Int.r..t I. calculated a. 'ollow'l
IIlTEREllT . IIALAIlCE OF TAX UlIPAID X HVIIIIER DF DAYS DELIHQUEItT X DAILY I~ FACTOR
--Any Notice luued after the t.. a.co... delinquent ..Ill reflect en Int.n.t calcul.tlon to flft.... US) dQ.
beyond the .t.t. of the .....--.t. If payHnt 11 aada .fter the lnter..t co.put.tlon dIIt. Ihowl on the
Notice, additional Intar..t ..... be calculated.
(
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. zaD6Dl
HARRISIURC, PA 171ZI-06Dl
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DAVID H RADCLIFF ESQ
3905 N FRONT ST
IlARRISBURG PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
..'
l.
:~L
03-29-1999
MCCANN
02-04-1996
21 96-0131
CUMBERLAND
101
Aao..,t H..ttted
*'
'n.n" II'" I....")
MARILYN
J
/. :13
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
REV:i54i-Ex-AFP-[o'9:97riiiificniF-YNHER"i'i'ANcn'-A"ic-APPRAisEHEiir-,--ALLOiiANCE-oT----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCANN MARILYN J FILE NO. 21 96-0131 ACN 101 DATE 03-29-1999
TAX RETURN WAS I I X J ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R.al E.tat. I~l. AJ IIJ
2. Stock. and Bond. IScMd\ll. BI 12J
S. Clo..ly Held Stock/Partn.rohlp Int.r..t ISc~dula CI ISJ
4. Kortg.QO.lNot.. R.c.lvabl. ISch.dul. DJ 14J
5. Caohlaank o.podhIHhc. P.r.onal P~rty ISc~dul. EJ 15J
6. .Jointly llwrMd Proparty ISc~dul. FJ 16J
7. Tran.f.r. ISc~dul. GI 17J
8. Total Asuta
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.~.l Expense./A.d.. Coats/Hisc. Expens.. (Schedule H)
10. Dabt.lHortgag. Llabllltl../Li.ns ISc~dul. II
11. Total o.duction.
12. Het Value of Tax R.tum
13. CharJtabl./GoY.r~.nt.l Bequ..ts; Non-alected 9113 Trust.
14. Kit Value of E.tat. Subj.ct to Ta.
19J
1101
I CHANGED
NO. 01
.00
.00
.00
.00
.00
.00
99.084.63
lal
720.00
.00
1111
1121
I1S1
114J
ISc~dul. JJ
NOTE: To insure proper
credl t to your account,
.ubalt t~ _r portlon
of this fD~ with your
tax payaent.
99,084.63
7?O nn
98,364.63
.00
265,522.66
I~ an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect ~igures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Aaount of Lin. 14 at Spou.al rat. 115J
16. Aaount of Lin. 14 ta.abl. at Lln.al/Cla.. A rat. 116J
17. Aaount of Lin. 14 ta.obl. at Collat.ral/Cla.. B r.t. 1171
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYIIENT
DATE
04-24-1996
11-04-1996
01-20-1999
RECEIPT
HUItIl E R
AA112765
AA146902
AA324523
DISCOUNT loJ
INTEREST/PEN PAID I-J
494.74
.00
1,168.09-
.00 X .00.
265,522.66 X .06.
.00 X .15.
I1BJ
AMOUNT PAID
9,400.00
134.74
7,069.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-21-1999 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
15,931. 36
.00
15,931.36
15,931. 36
.00
1.83
1.83
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
I IF TDTAL DUE IS LESS THAN tl, NO PAYIIENT IS REIlUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J
,
~
::;1)
--111
1 !d I
," I., I
I)
, I
RESERVATION I E.tat.. of decedent. dying on or before Dec.-ber 12, 1982 .- If ~y future lnter..t In the a.tat. J. tten.fatted
In po.....Jon or enjo~t to CI... I (call.ta,.all beneflclarl.. of ~ dec~t .ftar the expiratIon of ~y a.tat. for
11'. or for yaer., the eo..onwe.lth hereby expre.sly t...tv.. the right to eppra... ~ ...... tr~.f.r InherJt.nca T....
at the l~ful CI... a lcollataral) rata on eny luch future Int.r..t.
PlIlPOSE OF
NOTICEI To fulfill the requlr..-nt. of Section 2140 of the InherltBnCa ~ E.tat. ,.. Act, Act 21 of 1995. (72 P.S.
Section 9141).
PA~-rl DetKh the top portion of thl. Notlc. .net subIIlt ..Ith your "YMnt to the Reg1lt.,. of "l1b printed on the revar.. side.
n...... check ar .wMy order payllbla tal REGISTER OF MILLS, AGENT
REF\IID eeAh . nf\nd of . t.. credit, which .... not reqw.tlld on the Tax Return, ..y be raqu..tect by c~l.t1na ... -Appl1c.t!on
for Refund of Pennlylvenla Jnherlt.nca ~ E.t.t. 1.x~ (REV~I]I]). Application. .r. .vaillbl. .t the Offie.
of the Reel.tar of Mill., ~ of the Z3 Rav~ Ol.trict Offlc.., or by c.lllng the ~I.I Z4~hour
~...rSng ..rvice nuaber. for for.. ordering: In Penn.ylvanl. 1~800.36Z.Z050, out.lde Penn.ylvenla ~
_Sthln loc.1 Harrisburg ar.a (717) 787.80~, TOOl (717) 77Z.ZZSZ (Hearing I~alred Only).
OUCTJONS: My party In Int.re.t not ..thfled .,Ith the ~rah...nt, .11ovlnC. or dl..l1DVMCe of deduction., or ........"t
of to Clncludlng dhcOWIt or Int.rllU a. shown on thl. Notlc. .....t obj.ct .,Ithln sldy (6OJ day. of rac.lpt of
thh Notlc. by:
~.wr1tten prot..t to U. PA Depart.."t of R.venue, laerd of Appe.ls, Dept. Z81121, Harrisburg, PA 17128.1121, OR
-..IKtlon to have the ..tt.r det.ralned .t audit of the account of the panonal representaUva, OR
-~appa.l to the Orphans' Court.
AIlIIIN
]SWnK
CORRECTIONS:
FKtual .rron dllcov.red on thi. ........"t should be addr...1Id in wrlUng tal PA Dep.rt...,t of R.v.......,
luraau of Individual ,...., A1TNI po.t A........,t R.vl... unit, Dept. 240601, "-rrllburll, PA 17128.0601
Phone (717) 787.6505. Sea page 5 of the bookl.t ~ln.tructlon. for Inherltanc. To R.turn for. R..ldant
Dacadant. (REV.1501) for an .KPlanetlon of ~lnl.tratlv.ly corractlbl. .rror..
Olsccun :
If any ta. due h p.ld within thr.. (]) c.lend.r .unth. aft.r the dltcedant'. death, . five parcent (5%1 dhcOWlt of
the t.. p.ld I. allowed.
p[MALTY:
The 15% to __sty non.parUclp.Uon panIIltY I. COllPUted on the total of tha tax ~ Intar..t ......ad, 8nd not
paid befora January 18, 1996, the flr.t day .ft.r the and of the t.x .-na.ty period. Thl. non.partlclpatlon
penalty 11 lIppIallbl. In the ... .......r end In the the ... U.. period a. you would appaal the to and int.r..t
that has bHn .....nd .. Indicated on thh notice.
INTEREST:
lnt.r..t II charged beQlmlna .,lth flnt day 0' delinquency, or nlM (91 ItDnth. and ona (11 day frOll the dlt. of
..th, to the dlt. of P.Y8If'It. ta... which bee.. delinquent before """'ry I, 1982 be.r Int.ra.t at the rata of
.be (6%1 patcent per .... calculated .t a dally rat. of .OOOI6lf. All talll, which bee... delinquent on and aftar
January 1, 1982 .,111 bear 1nt.r..t at a rat. which .,111 v.ry 'rOIl c.lendar y..r to c.lend.r ya.r .,Ith t~t tat.
announced by tha PA Dep.rt.."t of R.v........ The ~llcabl. Int.t..t r.t.. for 1'82 through 1999 .r.,
'!!!!: Int.r..t R.t. D11lh Int.r..t FKtor ~ Int.r.st R.te Dalh Inter..t FKtor
198Z 'OX .011548 19aa.I991 IlX .000301
1983 lOX .0111,],8 199' 9X .000247
19M IlX .011301 1993.1"" n .00019Z
1985 11% .ODOSS6 1995.1998 9X .000247
1986 lOX .010271, 1999 7X .oaOl9!
19.7 OX .010247
-.Int.r..t I. calculated .. follDW'z
INTEREST . BALANCE OF TAX UNPAID X NunsER DF DAYS DELINQUENT X DAILY ItlTEIlEllT FACTOR
~~Any Notlc. I.sued .ft.r the tax beeu... delinquent will r.flect ~ Int.r..t c.lculatlon to fifteen (151 day.
beyond the dlt. of the ........"t. If P.YHf'lt is .... .ft.r the Int.t.st COIIPUt.Uon date shown on the
Notlc., additional Int.t..t .u.t be c.lcul.ted.
--._-~-"-'-
'.
. ~
"
i
,
________________ .________.._ _ 6__ __ _______________-'01.,_
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 2110601
HARRISBURG, PA 17128-0601
'*
No.AA 3547 3 o llEV,l1lJ2 EX 111"')
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
RADCLIFF DAVID H
3qO~ NORTH FRONT STREET
,n,
Co' a':a
HARRISBURG, PA 17110
fQ.O HERE RlD HERE
ESTATE INFORMATION:
FILE NlP,.t8ER
21-1Qq6-0131 SSN 149-16-3264
NAME OF DECEDENT (LAST) (FIRST) (MIl
MCCANN MARILYN J
DATE OF PAYMENT
4/21/1999
POSTMARK DATE
4/20/199Q
COUNTY
CUMBERLAND
DATE OF DEATH
TOTAL AMOUNT PAID
Sl.B3
vz
" /i V 0
RECEIVED BY / :'. r, I, .. " ( ~ It j/.i.-,.:)L. .
MARY C. LIS ). _<, /J,,/,.t~
REGISTER. F WILLS ,'to,_ ,,-.. ~'
99
REMARKS JANE A ADAMS
CIO DAVID H RADCLIFF ESO
SEAL CHECK" 12B
REGISTER OF WILLS
~--~.-,-------_._------ -- --- _._- --' --- ---------- --- --~_._--~-
J
./
I
to.
\. -.
.. .
p.'
~
-,
'. .'. -- - ...
.- _. ..--.'
-. ..~ .--
"
. ...---- - --..~-
, -
r-O.
.... '~J
17'"'"- J~
~- ,..
..
/6-J"fI-#
u
*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
_EAll OF INDIVIDUAL TAXES
lltERITAHCE TAll DIYISIllH
DEPT. ZlO"l
HARRJIIURD, PA 17121."01
.'.UI1I1", ....."
DAVID H RADCLIFF ESQ
3905 N FRONT ST
HARRISBURG PA 17110
~~L'
DATE
ESTATE OF
DATE OF DIATH
FILE NUMJlIR
COUNlY
ACN
05-17-1999
MCCANN
02-04-1996
21 96-0131
CUMBERLAND
101
_I R_ItI..!
MARILYN
MAKI CHICK PAYAlLI AND RIMIT PAYMENT TOI
REOISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
IIOTE. To in..... p"-,, cNdlt to lIDUr _I, ouboolt 1M _r portion of Ihh t_ with lIDUr tax _to
CUT ALONG THIS UNE .. RETAIN LOWIR PORTION 1'011 YOUll IIICOIIDe .....
iEV=i607Einj:p-Hi3":V7r-----...--iiliiiJiiYAiicl"iAi-it'AYirtWf-b1"Aifct'ioouiiiii-------------------
ESTATE OF MCCANN MARILYN J FILl NO. 21 96-0131 ACN 101 DATE 05-17-1999
nas STATEIlEIIT IS PIlOVIDED TO ADVISE OF Tit! CUlIUNT STATUS Of Tit! IUTID ACII IN Tit! IWIfD ESTATE. SIllMf IELOII
IS A SUIlItARY OF THE PRINCIPAL TAX DUE, APPLICATIOIf Of ALL PAYIlINTI, T" CURUNT IALANCE, AIlD, IF APPLICAlILE,
A PROJECTED IHTEIlEST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-22-1999
PRINCIPAL TAX DUE.
15.931.36
PAYMENTS (TAX CREDITS).
PAYMENT RECEIPT DISCOUNT t +) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-1996 AA1l2765 494.74 9,400.00
11-04-1996 AA146902 .00 134.74
01-20-1999 AA324523 1,168.09- 7,069.97
04-20-1999 AA354730 1.83- 1.83
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
15,931. 36
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATIOIf OF ADDITIOIIAL INTEREST.
( IF TOTAL DUE IS LESS THAll n,
NO PA~ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YDU IIAY IE DUE A REFUND. SEE REVlRSE SIDE OF THIS FOIlll FOR INSTIlUCTIOIfS. )
.
J
PAYIEKT.
0lIt.ch the tap portion of this Notice -.I __it IlII1th )'OUt' ~t .... ~1. to the __ -.I DIre..
prlnbd on the revene .1..
- If RESIDENT DEtDOfT ... chedt 01'" Mf'IiI'Y order PQml. tot REGISTER OF WILLS, AGENT.
- If IOl-flf:sIIlEIIT II[taIEIII' ..... _ o. _ ....... _1. to. COIItOHIIEALTH OF PENlSYLVAHIA.
REFLIID (DIll A ,..f\nI of . tu credit, "'l1dt .... not .....sted on the Tax Reb.W'n, -.y be ......ted by ~l.tlng ..
-Appll_tlan far Ref\nl of ~lnnl. lMarlt:w.oe ... E.blb Tax"' (REY-1313). AppllClltlons... enlhibl. .t
the Office of the Register of WIU8, ~ of the Z3 .....,... Dbtrlat OffIOll' DI'" f,-. the .....rt..lt'. Z4-houI'"
......rlng .."lOll rallDara foI'" fa,... o"'rlnat In Pernsylnnla 1-8"-36Z-205l, oublde Peml:Ylnnla
-.I within local "'rrlsburg ..... (717J 787-8"", TDD. (717) m-ns2 U..rlna 11!Pa11"'ed onlr).
REPLY TO.
Que.tlons regardlna .rl"'Dl"'. contaIned on thl. notice should be ecIctAi.... to. PA .....rt..lt of ~, ."...,
of Individual Tax.., ATntl Po.t A.......t RIIYI... (Mit, Dept. 280601, ItIrrllburg, PA 17128-"01, phorMt
(n7J 717-6515.
DISCOlJrITt
If ~ tu .... 1a pilld within three (3) CIII...r ..-.th. .fur the ~t'. duth, . flw par"'CMt (5%) dllCOU'lt
of the tu ,.Id h .Uowed.
POU.LTY.
The l5X tu ....ty non-partlcl"tlan penalty 1a CDIIPUted on the tobl of the tu end Int.rest ........, -.I not
...Id before J.nuary 18, 1996, the flr.t day .n.r the ...s of the tu ....ty perIod.
IIlTEIIEST ,
Int.,...t 1a charged bagl,.,lng wIth flrat day of delinquency, ar nine (9) ..-.th. WId one U) day f,-. the dIIt. of
....th, ta the dat. af pe)WMt. Taxa. ....lch bee-. dall...-nt befo,.. .......ry I. 191Z bMr lnte,...t at the I"'IIt. of
.Ix (Q) par"'CMt pal'" ..... calculated .t a dallr I"'IIt. af .OOUM. All tax.. ....Idt bee-. deUnqLlMt on and .fter
January 1, 1982 ..111 bMr Interut at a I"'IIt. Mhlth ..Ill vary f,-. cal__r year ta cal__r yeer ..Ith tt.t I"'IIt.
-.nounced by the PA Daparta.lt af Rev<<1UII. The 1IPP1lc.b1. Inte,..st I"'IIt.. for 191Z through 1999 a,...
Year Inure.t Rate DaUr Int.r..t F_tar
'00.
Int.r..t Rata
Dally Interest F_tor
1982 202:: .000548
1913 16% ....438
19M 11% ...nll
1915 UZ .100356
1986 IIX ....U4
IN7 9X ."1247
--Inta,..st I. calculated a. followt.
IIITEIEBT . IALAIlCE OF TAX UIlPAID
1981-1991 11%
1992 9%
1993-1994 n
1995-1993 9X
1999 n
.000301
. DD0247
.000192
....247
.000192
X Ill1IIBER OF DAYS DELINQIlEIlT X
DAILY llITEREIlT FACTOII
..-
--Any Notlaa hlUed aftar the tax ~. dallhCl'*'t .,111 .-.nact an Intar..t calcul.Uan to flft..., US) cIar.
_YGncI the data of U. .........t. If ~t h ... .ftar the Int.,...t ~taUan data shown on U.
MoUaa, addltl....l Inta,..st ..It be calcul.tad.
,,~,n_~.__ ,_"
;.' .,..;~'''''~'l_J.,':',...___ ..;.~,.r:..