HomeMy WebLinkAbout96-00136
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LAST WILL AND TESTAMENT
I, HELEN E. BOYER, of Dickinson Township. Cumberland County, PeMsylvania,
declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and
Codicils heretofore made by me,
1. I direct my executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease,
2, I authorize and empower my executrix to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) Any automobile that I may own at my death to Christine L. Prescott, and
(b) All the rest, residue and remainder of my estate of every nature and
wherever situate to Ronald Boyer, Michael P. Prescott, Diane M, Prescott, Christine L. Prescott
and Gail M Weaver, share and share alike,
4. I nominate and appoint Christine L, Prescott to be the executrix of this my Last Will
and Testament; she is to serve as such without bond, Should she die before my death, renounce
or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin, as substitute executor, also to serve as such without bond, with the same
COMMONWEALTH Of PENNSYLVANIA 1.
COUNTY Of CUMBERLAND J
u:
Cbriatine Preacott-Woolard
b.lng duly BVom .ccording 10 law, d.po..s and says Ihat ah. ia the
Executrix of Ih. Eslal. of Helen K_Boyer
lei. of ____JllJ:.kJ.Jl851n.:IOVIIIlhilL--- , Cumb.rlend CountYI Pa" d.c....d and the! the
wllhln Is en Inv.nlory med. by her ., the said F.ypr..~ri,.
of Ih. .nll.. .stal. of ..Id d.c.d.nl, consisting of alllh. personel pro,,"rty and ..al ..tal., .xc.pt ..al ..tal. outside
Ih. Commonw..llh of P.nnsylvanla, and Ihat the figu..s opposlt. ..ch It.m of Ih. Inv.ntory r.p....nt It's faIr volue
es of the del. of d.c.d.nt's d..lh,
19 96
Ch~71f;,!:,~~~~i(~t6ard
Svorn
end subscrib.d b.fo.. m.,
_ 7 Southviev Street
Cromwell, CT 06416
Add,...
Del. of O..lh
07
Dav
F~hrllllry
Month
)qq(;
Vu,
INSTRUCTIONS
I. An Inv.ntory must b. fil.d within Ihr.. monlhs aflor appoinlm.nl of personel ..p....nhllv..
2. A suppl.m.nt Inv.nlory must b. fiI.d within Ihirty d.ys of discov.ry of additional ass.ts.
3. Addition.1 sh..ts m.y b. attach.d .. 10 personelly or r..lly
4. S.. Artlcl. IV, Fiduclerl.. Act of 1949.
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Inventory 01 the real and personal estate 01
Helen Il. I\qYl!r
deceased
savings account 100180-412668
$6290 .00
$117 .40
$924 58
2SS Peach Glen Road. Dickinson Township. Gardners. Cumberland County
personal checking account 1182-172-6278
Total:
$64.99 .98
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REV. 1100 EX ,CM')
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
~
FOR OATES OF DEATH AFTER 1Z/3'191 CHECK HERE
IF A SPOUSAL
FILE NUMBER
21-96-0136
COM~2mH.M\\(ll',"oMIW~~ANIA
HARRISe5~t,~\z'.0fr01
COUNTY CODE
YEAR
NUUBER
D
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DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INlnAL)
Bo er Helen E.
SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH
179-12-5742 02/07/1996 12/03/1907
DECEOENT'S COMPLETE ADDRESS
255 Peach Glen Road
Gardners, PA 17324
C~~ Cumberland
(IF APPLICABLE) SURVIVING SPOUSE-S NAME (LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
AMOUNT RECEIVED (SEE INSTRUCTIONS)
0.00
R.mainder Return
(for dale. 01 dealh prior 10 12-13-82)
Federal E'lale Tax Return Required
Talal Numbe, of Sate Deposit Boxes
CAB
H ~ L
E Ii 0
C 0 ~
K P S
2. Supplemental Return
41, Future In181151 Compromise
(for dale. 01 dealh aher 12-12-82) .
[]I 6. Decedenl Died Testate 0 7. Decedenl Malnlalned a Living Tru't
(Attach co of Will) (Attach a co 01 Tru,t)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
X 1. Original Relurn
4. Limited E.tate
o 5.
1 8.
C P
o 0 N....E
R N
~ D Ro er B. Irwin Es uire
~ ~ TELEPHONENUMeER
T 717-249-2353
1, Real Estale (Schedule AI 1
2. Stock. and Bond. (Schedule B) (2)
3. CIo.ely Held SlocklPartnershlp Inlere,l (Schedule cl (3)
4, Mortgag.. and Nole. Receivable (Schedule D) (4)
5. Cash, Bank Depo.its & MI,cellaneou. Personal Property (Sch. E) (5)
6. Jointly Owned Property (SChedule F) (6)
7. Transfers (Schedule G) (Schedule L) (7)
8. Total Gras. As.elS (Iolal Lln.. 1-7)
9. Fun.ral Expenses, Admlnislrative Costs, Miscellaneous
Expen,.. (Schedule H)
10, DeblS, Mortgage Liabilitie., Lien. (Schedulell
11. Total Deductlons b01a1 L1n.. 9 & 10)
12. Net Value 01 Estale (Line 8 minus Line 11)
13. Charitable and Governmanlal Bequests (Schedule J)
14. Net Value Sub ect 10 Tax (Line 12 mlnu. Line 13)
15, Spousal Transfers liar dale. of dealh aher 6-30-94)
See Instrucllon. for Applicable Percenlage on page 2.
lInclude valu.. from Schedule K or Schedule 1.4.)
16. Amounl 01 Line 14 Iaxable a16% rale ,
(Include valu.. from Schedule K or Schedule 1.4.)
17. Amount of Line 14 Iaxable a115% rale
(Include valu.. from Schedule K or Schedule 1.4.)
18, Principal tax due (Add lax from Line 15, 16 and 17,)
19.C..ditslSp Poverty Prior PaymanlS Di,counl Inlere'l
0.00 + 1,500.00 + 78.95 4.96
20. II Line 191. g..aler lhan Line 18, enler Ihe difference on Line 20. Thl.I. Ihe OVERPAYMENT.
~ 0 ICheck here If you are "qUelling a refund 01 your overpayment.1
21, II Line 18 i. grealer than Line 19, enler Ihe dlllerence on Line 21, Thl, is Ihe TAX DUE.
A. Enler Ih.lnter,sl on the balance due on Line 21A,
B. Enler Ihelotal of Line 21 and 21A on Line 21B. Thl.I. the BALANCE DUE.
Make Check Pa able 10: Re iller 01 WlIII, A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Und., "'l\&llle!l 01 perlury,l Cltelal.thA,1 have ...lTIlned lhl. return, Inclucung ac:c:omp.lnyu'Ig scheduJe.ancs.t.tement., .neIlo the bnl 01 my knoWlltdg..nd bell.l, It Is 'rue,
cotrecl.nd CCIflPIeII.1 declare'h,( all ,."I..tal. hIS been r.ported .1 true INlk.1 value. O.dll,lIon 01 P"plf" oth.r thin the persoNI repre"ntIUvII. bUed on .lllnformallon at
which pr.par.' hn."" knowledge,
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CO~PLETE MAILING ADDRESS
IR\lIN, McKNIGIIT & HUGHES
60 \lest Pomfret Street
Car11ele PA 17013
2, 0.0
None
None
None
2,094.98
None
None
(a)
64,994.98
(9)
25,788.09
(10)
5,093.84
(11)
(12)
(13)
(14)
30 I 881. 93
34,113.05
None
34 113.05
(15)
0.00
0.00 X
=
(16)
34,113.05 X .06 =
2,046.78
T
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0.00 X .15 =
0.00
(17)
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T
T
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(18)
2,046.78
1,573.99
0.00
(19)
(20)
(21)
(21A)
(21B)
472,80
0.00
472.80
Christine Prescott-\loolard
7 Southview Street
c~:ci~;';;ii: ..ti:". -664i"6.. -.. - -.... - - - - - -. -. --..... --
SIGNATURE OF PREPARER OTHER THOH REPRESENTATIVE IR\lIN, McKN IGIIT & HUGHES
n 1. c~ ~~rY~.~io~-~~fF_~hg.iF!'-~-----.._--.._----'.--""""
DATE
fd'J'JV./O/,
~
SIGNATURE OF PERSON RE ONSIBLE FORFILlNC RETURN
'l
I L/17/t~
Form 1500 (R~, 1.'4'
fOlm IOItW'fI only CPSYltems, Inc.
LAST WILL AND TESTAMENT
I, BELEN E. BOYER, of Dickinson Township, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and
Codicils heretofore made by me.
1. I direct my executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executrix to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) Any automobile that I may own at my death to Christine L. Prescott, and
(b) All the rest, residue and remainder of my estate of every nature and
wherever situate to Ronald Boyer, Michael P. Prescott, Diane M. Prescott, Christine L. Prescott
and Gail M Weaver, share and share alike.
4. I nominate and appoint Christine L. Prescott to be the executrix of this my Last Will
and Testament; she is to serve as such without bond. Should she die before my death, renounce
or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin, as substitute executor, also to serve as such without bond, with the same
A. U~ l>cllOutlllclIl orllou~illC &. U.bo.lIllh.'\'CIUPlllClIl lilt. INtokl.M'JlUN l'UNI",uNU) IN IIlJIl't.S I~U.1I1 .vm IINI. .4UI I'
1t.I"tkTNiI' I^,~ INIUWt.IAlIuN ,\NI) 11IlIII.lJ'llU HjMNI~III.U IU 1111
,.. It' \"eM I ,\IU; IUl,JUIMUJ 'IU tlU-, .\ Ml.ltlHN, .\ HI III Itll.N,,'j
SETrLEMENT STATUIENT "'.HAl,T,!, Uk UIIIUt SMC'1I0N Will. ilL U.II')~W UN \utllr IIW
nU,111 MUItIlAl:Utu Ul: kEl"llMIW ANU 111lllUi ULIUtMINU "111.\1
IT II^-' NOT IIUN R'I'UIlTIH
n. ~.. or Loll.
I, FilA 2. FmllA J. Conv. tlnln.. -r,. Flit Nu: -17. tAlln Nu: IN. Mun"lI 'I.' In. ell'l:' Nil:
~. VA 5. Conv.lnL I I I
C. NOll: lhiI~~wnlilt-.lWP")\IW'IUla'''.'''''WIolllCU''-ucnl~ ~11UlIlU,..1d"'"l11byd""U'-'IIIIII''''.''f''.''11 1"'11."...".01 ~I"K.-
...."..:..:id...........L... d_.,.ah._II...r."..J."u"'I.....".."I...~..,.I.r.,.olIill..I...w..,'I...'..e,I,
D, Name ad Addral of Borrower: Eo NWllle MIlII A",IlIrnl 01 Seller: F, Name aallLl Adlln:u uf l.tlllh:r:
BRUCE BRIGGS IIELEN BOYER ESTATE N/A
G, ProIU:r11 Location: II. xulcftlent Accal: L Sclllemenl Dalt:
:155 ~EACU GLEN ROAD IIAROLD S.IRWIN,III DECEMBER IN, 1!I!l6
GAIlONERS, PA I7JI~ Place of Sculcmcal:
J5 EAST IIIGII STREET
CARLISLE FA
J. SUMMARY m' nORROWER'S TRANSACTION: K. SUMMARY OF S[l.U:R'S TltANSAC'TllIN:
,001. "RU,,", AMOUNT OIIP. FHO'" IIUHROWf.H, _. clRcm AMCIIINT UlIP' Tel I'It:I.I,I-:II,
1111 C..uaclllaJ.l'noI 61'"'" "" Ccnr...ts.a."""" f,l.'X)III.1
IU' ...... "" ....., '"
'.J ....... 10 1_-. 1_ 1400 IIUSO ""
'04. tndol .. .... 1111I000 "'. ClN4 10 a.lln 1111.".'
10' ""
AI --,.,...... . kIf'......._. .. --.,...".... . ,.Dn......'.,.u.
106 e6 .~T._ nlllN6 TI) 12/11196 III ... e. .....T.u. 1lI1J.'961H 12m,WI '"
101. Count T.. 401. Count Tnn
IU. 1dP>I T... 12III1\16TIJ 06IJ0fI1 JOI46 "'. Sd.dT... IlIll196 TU otJ:1o'91 )0.""
'09. W...._ 409. W......s-.
II. "'.
Ill. 411.
112. ""
no. mtnu AMOUHT DIIK rwOM DOIUIOWIM U.UU1 41. ClRO!4.' AMcnrNT 1Il'P. TO H!I.I.lo:lt ioU I I.""
,.... AMOUHTI 'AID BV OR roR BORROWlR, .... REDUM'IONIIIN AMOUNT mrv. Kf.U....JIl
I.' .. ..... .. 1,"",00 101. E_
ID' ..... --- . 10' ~~tolklkfl_I<<lO 6.111')'
2Ul. .... ..... .. IOJ. [ge' . ......IU. 10
'04. .... PI I1ncftQt '-'
'2U'. 10'
1<>6. 106 ,. """"'.... .....
,.,. 101. AAarnlW.UDriIlIll '"
,.. 10'. o.ridlhc ,"'..
... lU9. 1996-97 IdaJDI Tun lo .. ", ...... "21:
.. .,.,....... ...... AI r.rll__ .....
210. CII...rr_T..a SID. e6 _T....
211. Caunl TI_ SII. e.... ....
212. 1dD,,1 TIIII "2. JchwIT....
21]. W..a....... 'Il. W.........
214. '"
21'. ",.
216. Sl6.
'21,. m
111 III
". '"
110. TCJT.\I.'AIU Dy/tUMIIOIUtOWtM 1.90U.1IO SI' TOTAl, MIo:IJIICTIONIi ...flUM st:I.I,Ut 1.1.....71
.... ("A!'ill AT Ht:TTI.t:Mt'.NTTMM IIOHMUW,,:1t .... ('^"II AT NlrrTl.I'.MF.NT 1011 M "iU,1 Ut
lUl. nn-1IIIOI.IIlI..&omn..n-1_120 '5]'-441 ..,. On..III.........'oStlkf f~,ll1.~.
J02.1_.......... bot.tor nc.nnw liN no 1.90000 601. 1_'lIb:IiI....frumStll<< linlIno ',If"".
JOJ. CASU _x_nOM _ TO DORMOWEN ........' 6OJ. CASU _ FROM _X_TO SELLEN 51,lU1.J1'
I....... carUultJ rnw-.s IlIiI s.u... SIIkn... MlllIIltM bat IIIln)'''''''lIIIp and belief. II. .1NI..d ..xwl&lll&llaftlft uC 111 hll:ClflI' and ~'IIr.:.lb IIWd.I UIII' ~
a.uIIlI. ur by ....111II. ~l I r~ .....1 h.... r_l'tId. wpylll..IIUl).1 ScW.IIQ SlMalIIIIIl 1..br~..tJ IUII...iu 1111I Sdtkm..IIl ^1"'lIlullW.~ II~
.w,.....~ rOlIll1~"'f ........s.uIm..Aan _tall ,.......Ntrurll..-.wf....,.. .....Wityllldw~IW'.III.....lIb...III11"...II..a.w-.. I'
.!lIIpMilWb1"'" idcnII--S ftnk~"ilbkUJalla.A&dlllMlJllkrnllybtntliflll,JbySculca...^'*"".
/J.b- I~....~ I?-I./.
"- (Mr ",.ct- ~
SELLER /'> '
D
DUYER
SELLER
ADDRI!SS
A1JDRI!SS
IhIIIUUI.......sw.n.n "'*-b1................lNI. WoW'" ~1IIu1 d.. hlll.t._bi.h_""1 h....,WoIlloJ 110&""'_111 a..tInLun.. lIy
1hI......"'....1I1lIMdion.
SETI'I.EMI!m' AGEm' HAROLD S IRWIN, III
/Z/IJfl(,
DATE
';~," ~
-- -. - -....-.. -.-
I. SETILEMENT CUARGI:S Ila '\: 1 I,.IVA 1.IIIJI).1 HEV, C" 'Kit
700. TOTALSALESlDROKER'S COMMISSION: PAID 'ROM PAID FROM
UASED ON PRICE 162,'100.00 @ 7 -;. . $4,4U1OO DORROWER'S SELLERS
Division or Commlsdon (Unc 700) u followl: I'UNUS AT FUNDS Ar
101. S 2,226.30 10 REMAX PROFESSIONALS SETII.EMt:NT St:TTUMrNT
102. $2,176.30 10 TIlE PRUDENTIAL STEWART REAL ESTATE
7t1]. Commluktn oald allCuletnenl ....&1,1 (HI
100. ITEMS PAVADI.E IN CONNECfION WITUI.OAN
101. ~n Ort.lnlllon Fee %
1102. ~n Dlscounl %10
110). Anomul Fee 10
lIQ.l. Cn:dJI Rooon 10
SO,. Lender'.lruoect1on Fee 10
1106. MonDIe Insurance Application Fee 10
107. Doc:umenl Prmal1lion Fee 10
1101. Tu Service Fee 10
110'/. Underwrilln' Fee 10
KIO. _n,Fee 10
KII. Flood Insnedlon Fcc 10 .-
K12. MonuRe Fee 10 -
.,).
900. ITEMS REOUIRED DV LENDER TO DE PAID IN ADVANCE
'1UI. Inlerestfrom Iih /thy x d.WI .--
!ICl2. MonftRe: Insurance PremJum for mOllthslO
'JU). Hazard Insul'1lntC Premium ror \1::Ir 10 .-
'JU.I.
1000. RESERVES DEPOSITED WITII LENDER
lool. IInwd Iouuranee months {iil S ner monlh
1001. MonuRe Insumnce n10nLhs llil S ocr month
1003, Cilvrrown Taxes monlhs fiiI S ocr month
100.1. CounIV Taxes months@ S N!r monlh
1005. School TAXes monlhs {iil S ocrulOllth
1006. months tt1l S ner mOlllh
1007. monlhs Iii! S pc:rmonlh
1100. TITLE CIIARGES
1101, SeUlcmc:nlorcloslnlfeelo
1101, Abstract or title search 10
1103. Title exlmio.aLion 10
110.t Title Inswancc binder (0
1105, Docwnc.nl nrrn:llrAlion 10
1106. 1'1..... fcc 10 CASH l.oo
1107. Auo.....'. Fcc 10 IlAROLII S.IRWlN III/IRWIN McKNIGIIT 4UUGUES StKHKI I'DC
nnc:ludeslbcMonumbell: 1101 110) 1I0l1
1108, Tille Insurance 10
Uncludellbovc Items numben:
1I11'l. Lender'. CO\'Cra" S
1110. Owner'. CO\'CII"
1111. Endorsemenl rccs
1112.
1200. GOVERNMENT RECORDING AND TRANSFER CIIARGES
1201. RcconIin' fccs: Deed S 2).'0 Monll..:l~c S Other S 1J,~1I .-
1202. Local transfer laxI""mM: Deed S 629.00 621).011 (li;mJ
12U], 51:ue mlnsf'er laXI'taIllOS: Deed S 611),00
12()4.
1211l.
1300. ADDITIONAL SETILEMENT CUARGES
IJUI, Pest Ins~lIon 10 Gilbcns Pes. Conlrol ~illC)
13U1, Scolk: Cenlncatlon 10 DEW &: Sons. IlIc. 2.1i IKJ
1303. CS SYIlems IUS.tJS
130,t WittlamKcmD.1.awnCare 11)11,00
1305, Dlxk'. Water Condiliollinu. H~I),UU
IltJ6. EichelberRer's I'DC
1411/1. TOTAL SETILEMENT CIIARGES lenler un IIneo 10J, Sre. J ,nd !l<J2, See. 1\) 1.1~1.~ 6J:'I.I)~
SUl.IllTAnON OPIULER'S TA.~rA.\.t:.11 1Df..hllflCATlUN NUMb!M: SEWK IS WEQtJIKW OY lAW TU rKuVtUl~ TIlt: UllUJ,llNT "Ultrl WITlI
11I5i11Ll! CURJU:(''YTA.XrAYER mUfTlnCAlloN ""'MULR IfllIECOIUlU:rTA.\l'AYU U>tlHlflCATION HUMUI:.H IS Nul'I'KU\'IUW,UllUJ,1 \\' Ue::
!liuwu:r TO CIVIL OR CRIMINAL PI::Nt\LTIU IMMt:O m' UW, nut E., WIIlCII ('ONTAIN! TillS INFORMATION IIlOULO DE CIIECt\UJ lOR
At 'CURACY,
UNt>l::R l't:NALnUOF 'I:'JUUR\',I CEKlltY TIlAynlt n N. SIIUWN INonll. STAnMOlT IS MY cmUU:tiTA.VAY81lUmIU1CAlluN Nm.lUJ-."
WARNINGI IT IS ACIUJ,IE 1u Ii.NUWIMlI,Y "IME t',u.st: srAIUllNl10111f. UNntD STATU UN nllS UR ANY 11~1I1.AK toRU rl:.NALlll::S UI'ON
l't.}NVlcnONCANINL:11IUt:AnNt.:ANnIMrMlsuN~IUfL 'Ult UlT.UUiSEEllfU II US t'tJUEncnoNS loot AND 101U.
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RECEIVED FROM:
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ACN
ASSESSMENT P:'
CONTROL I;iI
NUMBER
AMOUNT
ROGER B IRWIN ESQUIRE
lvl
"'f,~.tlU
60 WEST POMFRET STREET
CARLISLE, PA 17013
l'OtOHII'
ESTATE INFORMATION:
!II fiLE NUMB R
Y 21-1996-0136
!II NAME Of DECEDENT IlAST)
~ BOYER HELEN E
II DATE 0 PAYMENT
II POSTMARK OIITE
COUNTY
SSN 179-12-:5742
IfIRST) (Mil
,
I
t
'~
,
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
.472.80
CW
RECEIVED BY 9J!M-',{ ~'Il ~'l"') ,,~
(j 0 Jay'/] P r
MARY C. LEW'I S4'7HJ.1c.,~-.
REGISTER OF WILLS . -, /d,
l.
f
ROGER B IRWIN ESQUIRE
SEAL
CHECK" 11436
",
REGISTER OF WI LLS
:!
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BUREAU OF INDIVIDUAL TAXES
IHH(RIT&HC[ TAM DIVISION
D(Pl. Zl06Dl
HARRISIURG, PA 171ZI.0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POHFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
03-17-97
BOYER
02-07-96
21 96-0136
CUHBERLAND
101
AMount Re.ltted
c-
*
E
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiEV:is47-EXn"FiQoi-:9rj-iioYicE--OFniriHEiiiiliiicE-Y.iinipiiiiAisEHEiiT~n"i.i.-owliiicE-ijRn.._mnmm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF BOYER HELEN E FILE NO. 21 96-0136 ACN 101 DATE 03-17-97
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Rool E.Iolo ISchodulo AI III
2, SIocko _ Bond. ISchoduh B) (21
3. Clo..ly H.ld Stock/Partner.hlp lntere.t (Schedul. C) (3)
4. Hortgag../Notes Recalvable ISchedule D) (4)
5. Ca.h/Bank Deposits/HI.c. Personel Prop.rty ISchedule E) IS)
6. Jolnllr Dwnod Proporlr (Schodulo FI (61
7. Transfers (Schedule 0) (7)
I. Total As.at.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expen.../Ad.. Co.t./Hls~ Expen.es ISchedule H) (9)
10, Dobt./Hortgogo Lloblllllo./Llon. (Schodulo II 1101
11, Tolol Doducllon.
12. Nat Valua of Tax Return
13. Charltable/Covern.antal B.quasts ISchadula J)
l~. Nol Voluo of E.Ioto SubJocl to To.
NOTE:
( ) CHANGED
62,900,00
.00
.00
.00
2.094,98
.00
.00
IBI
25,788,09
5,093.84
1111
1121
(131
Il~)
"f.IIt'..." III,",
HELEN
HOTEl To Insure proper
credit to your account,
sub.it the upper portion
of this forM with your
tax pay..nt.
64.994,98
~n.RRl Q~
34.113,05
.00
34.113.05
If en essessment wes issued previously, lines 14, IS end/or 16, 17 end 18 will
reflect figures thet include the totel of ALL returns essessed to dete.
ASSESSHENT OF TAX:
15, Aaounl of Llno l~ 01 Spou.ol rolo 1151
16. Aoount of Llno l~ to.oblo 01 Llnool/Clo.. A roto 1161
17, Aaounl of Llno l~ lo.oblo 01 Collotorol/Clo.. B rolo 117)
11. Principal Tex Due
TAX CREDITS:
PAYHENT
DATE
05-07-96
12-20-96
RECEIPT
NUHBER
AA112813
AA184980
DISCOUNT 1+1
INTEREST/PEN PAID (-I
78.95
4,97-
,DO X ,00.
34.113,05 X ,06.
.00 X .15.
IlBI
AHOUHT PAID
1,500.00
472,80
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
,00
2.046,78
.00
2.046,78
2.046,7B
.00
,00
,00
IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ItRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
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RlSERVATlOth E.ht.. 0' dKedents dying on or before o.c...r 12, 1912 ... If any 'utur. Int.r..t In the ....t. is tran,'.rred
In po.....ton or anJo:waent to CI... I (call,t.r.l) beneflcl.rl.. 0' the dec.dent .,tlr the ..plrltlon 0' any ..t.t. 'or
II'. or 'or ye,r., the Co.aonwe,lth hlreby ,.pr...ly re.arv.. the right to appral.. and ...... tran"lr Inherltanc. T.x..
.t thl IIN'ul ele.. . (collat.ral) r.t. on any .uch future Int.r..t.
PIJRPOU Of'
NOTICE I To fulfIll the r""lr..."t. of Seetlon Z140 0' the Inherltanc. and E.tata Tn: Act, Act ZI 0' 1995. lZ P.S.
s.oUon 9140.
PA\'fItENTI Detach the top porUon of thl. HoUCI and IUbIlIt with your PIYHnt to the R....t.r of "Ub printed on the rewr.. .Ide.
--Klika chick or MMy order paylbl. tOI REOISTER OF HILLS, AGEHT
RUUND (CAh A refund of . ta. credit, whldt w.. not requelled on the Ta. R.turn, .'V be rlqUe.ted bv cOIIpllUng In "AppllcaUon
for R.fund 0' Penn.ylvanl. Inherltanc. and E.t.t. t.." (REV"1515). Appllc.tlon. ara IY.II.I. at thl o,flcl
of the A..I.t.r of Will., any of the Z5 A.venue DI.trlct O'flc.., or by calling the .pect.l Z4.hour
"'."'rlne ..rvlc. nu.bar. 'or for.. ord.rlngl In Penn.vlvanla l"100.16Z"Z050, out. Ida Penn.ylvanl. and
wIthin local Harrl.burg ar.a (717) 111"1094, TOO' (117) 71Z"ZZSZ (Hearing I.,alred Onlv).
OUCTlONSI Any party In Intar." not ..U.fled with the appr......,t, allowanc. or dl..Uowanc. of deduction., or ......Mnt
of taw (Including dl.count or Inter..t) a. shown on thl. Hotlc. .u.t object wIthin 'Ixtv (60) day. of rac.lpt of
\h" Notlc. bVI
..wrlttan prote.t to thl PA Depert-.nt of R.venue, aoard 0' Appa.I., Dept. ZIIOZI, Harrl.burg, PA 11121.IOZI, OR
--.lacUon to have the ..ttar datar.lnad et .wit of the account of the par.onal raprllWlteUve, OR
.........1 to the orphM.' Court.
AllItlN
IITRATlYE
CORRECTlONSI
FlOtUIIl arror. dl.covered on thlt ......Hnt should b. IIdcfranecl In wrlUna tOI PA Depart..,..t of A.venue,
auraau of Individual T...., ATTHI Po.t A....~t Revl.w unit, o.pt. 210601, Harrl.burg, PA 1112'''0601
Phone (111) 111.6505. Sea page 5 of the booklet "In.tructlon. for Inherltanc. Ta. Aeturn for a R..ldint
Dac~t" (AfY.1501) for an ..planatlon of edllnl.tretlv.lv co~rectlbl. .rror..
DISClUITI
If any ta. due I. paid wlthln thr.. (5) calander -.nth. I't.r the dec.dant'. death, a flv. parcent (5~) dl.count of
the tax p.ld I. allowed.
PENALTYI
The lt~ tax lInI.ty non.partlolpatlon ~Ity It COllPUtM on the total of the tax and Inter.st ''''''M. and not
Plld bafor. Januarv 11, 1996, the flr.t dey a,ter the and of the t.x lIne.ty p.rlad. Thl. non"p,rtlclpatlon
penalty 11 .....labl. In the .... NnnIr and In the the ... tI.. ptlrlad .. YOU 1fOU1d ....1 the tax and Intlr..t
thet he. bean ......M II lncUc.ted on \hit notice.
INTEREST I
Intar..t It char~ batlmlne with fltlt dav of dallnquency, or nine (9) -.nth. and ana (1) dev froe the data of
de.th, to the date of PIVMnt. Tu.. which bee.. d.llnquent before ~arv 1, nil bear Intar..t at the rat. of
.lk (6~) ptlrcant ptlr ...".,. c.lculltM .t . dallv rat. of .000164. All ta... whldt bee... delinquent on and .ftar
Januarv 1, 19" will beer Int.r..t .t . rat. which will v.rv froe c.landar y.ar to calendar y.er with that r.t.
announced bv the PA Dapartaent 0' R.venue. The appllcabl. Int.r..t rat.. 'or 19.Z through 1"7 er'l
!!!! Inte".t Aet. D.lly Int.re.t Factor !!!!' Int.rllt Rat. Dally Intar..t Feetor
19AZ 20X .000541 19.7 n .0002U
191) 16% .01041' 19....1991 IIX .IOOSot
'9.. IIX .010501 '992 n .000241
1915 ISX ,OOlSSa '995-'994 7X .00019Z
19.. lOX .00021" 1995"1991 9X .000241
."Intar..t I. calculeted .. fol1owlI
INTEREST . IALAHCE OF TAX UHPAID X HUKlER OF DAYS DELIHQUENT X DAILY INTEREST FACTOR
..Anv Hotle. 1..UId after the ta. bee.... d.llnquent will r.flact an Inter..t calculation to fifteen (15) day.
bevond the data of the ........"t. If peVMtlt Is uda .ftar thl Intaralt COlPUt.Uon data showl on the
Notle., addltlonal Int.r..t lU.t be c.lcul.tad.