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This is III cc:rtily .hatlhis is a Ime lllPY u( the <<'(IIt,1 whilh is un liIe in the Pennsylvania Divi,ion (If Vilall\l'wr<l, in alllllllance
with Act (,(j, P.I.. 3(Jo1, approvc:<l by Ihe General Assembly. June 29, 19H.
WARNING: It II lIIeglll to dupllcllte thll copy by photootet or photogrllph.
~!lavi.Jiv
Charles thruester
Stale 1lellistrar
lEU. 'm\
DJle
3199320
No.
"_.~~_..- --'.-.-
HI"'U""'a1I'
. DlPARTMlNT a' HEALTH' VIf.L RICORDS
ICATE OF DEATH
." '
0'1' OItc)fH ,... 0...""1
.septellber 0,1994
,.,"".......11I
t(ll;lM..CU'II"..uwMlI
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01_
LINHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
IHllAll 0 (lotH .,
.01 DATIS O' DIATH Anll 12/31/91 CHICK Hili
If A SPOUSAL
POVIlTT CIIDn IS CLAIMID 0
fill HUMIII
d.l
CO~.NIY CODE
,u t ADOII
*
i
iii
III
..
COMMOHWIA\'fH o. ,nmsnv...NIA
01'.... MINT O' .IVlNUI
Dm.2I0601
HA..ISlU.O, PA 171J1.()601
H . M .lAu. ", . AH
EGE, JOliN S.
\OCIAlIICUII1Y HUMIlI
9-6-9<1
JqQL,
YEAR
'l~
DAti 0' DIAl"
100-12-<1090
pt .mICA'''1 W'...l...1HO "00"-' HA.MlItUI. hU' AND fIIllOCMllHlTIAtl
Ege, Kathleen D.
6tJ 1. Original R.lum
o 4, lImlt.d E,'al.
~6.
NUMBER
19/t york Hoad
Carlisle, PA 17013
C~.' CUl11b<1rland
AMOUNT 1I(IIVID 150IlIN!o1IUCTION50j
DAti Of III1H
11-7-21
o 2. Supplemental R.turn
201-10-1639
H09,112.62
o 3. Remalnd.r bturn
(for dol., 01 d.alh prior 10 \2.\3.82)
o 5. Federal e.tall Tax RI'urn Rlqulr.d
Q.....a. Total Number of Safe Depolll BoxII
040,
o 7,
~i
....
8f
Esq.
to.~t,'7J'~:':irt:~?;t.r:.:~;"t-j~:tl<;;1it'~~ t
Street
PA 17013
(I)
(2)
(31
(41
( 51
(6)
(7) 195.720.51
5,240.00
(8)
200,968.51
.
co
5
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III
..
1. R.al E.lal. (Sch.dul. A)
2, Slack. and 8and. (Schedul. II
3, Cla..ly H.ld SlaclUPart..nhlp Inlor..' (Sch.dul. q
4, Martgag.. and Nal.. R.ul,abl. (Sthedul. D)
5. Ca.h, 80nk Deposlll & MI.cellaneous P"sonal Property
(Sch.dul. E)
6, Jalnlly Own.d Prap.rty (Sch.dul. '1
7, Tranll.n (Sth.dul. G) (Schedul. L)
8, Talal Groll All.Il (Ialallln.. 1.7)
9. Funeral bplnse., Admlnl,tratlve CoslI, Miscellaneous
E.p.n... (Sch.dul. HI
10. Dlblt, Mortgagl lIobiliU.., Uln, (Schedule I)
11. T alai O.ductlan, (10101 L1n.. 9 & 10)
12, N.I Valu. 01 E,'al. (L1n. 8 minu. L1n. 111
13. Chorltabll and Governmental aeqult" (Schldull J)
14, N.I Valu. Sub.ct 10 To. (L1n. 12 mlnu. L1n. \31
\5, Spau.al Tranll." (lor dol" of d.alh aher 6.30.941
5.. Instrudlon.lor Applicable Percentagl on Revene
Sid., (Includ. ,alu.. Iram Sth.dul. K or Sthedul. M,)
16. Amount 01 line 14 ta.able at 6% rote
(Indude valu" Irom Schedule K or Schedule M.l
17. Amounl of lInl 14 taxable 01 15% ratl
(Indude vaht" from Schedule K or Schldule M.)
\8, Principal 10' duo (Add 10' from L1n.. 15, 16 and 17.)
19. Credits Spou.al Poverty Credit Prior Pa)'menlt
+
(9)
(10)
11 ,515.00
340.09
.
co
~
.
co
u
~
...
11,055.09
109,112.62
(15) 109,112.62
(16)
(171
(III
(12)
(13)
(141
K,JLl.
189,112.62
5,673.38
K ,06.
K ,15.
(18)
Discount
Inte,"'
';3.C r. '1
+
(191
(20)
20. !I line 19 it greater than Une 18, enter the difference on llnl 20. Thi.1s the OVERPAYMENT.
II 0 ...l't'I!':II"IIII...I.T,I..,..II......IIIL&.,nllt...,lIlII":r.lr.1aT,I'lll..I...I.I,I.IUU....IIIII
c.(J'P,,2-
(21)
(21A)
(218)
21. tllInl 18 I. gr.ater thon line 19, Int" ,he diHe"nce on line 21. Thi.1s ,he TAX DUE.
A. Enter Ihllnt"est on thl bolonc. due on Une 21A.
8. Enler ,he 10101 of lIn. 2\ and 21 A an L1n. 218, Thl.II the BALANCE DUE,
Make Ch.ck Payabl. tal Rogl,t.. ., Will" Ag.nl
'>.';:h'~""::;'" ,';i' II SURI TOANSWU ALL QUunONS ON REVIRSI SIDI AND TO RECHECK MATH >~':' '.:. ",",'.; j'.'i'.?:iJ
Under p.nahi.. 01 perjury, I d.d... Ihall ha.. ..amln.d Ihll ..Iurn, Induding accompanying "h.dul.. and .I...m.nll, and 10 Ih. b..1 01 my knawl.dg. and b.Ii.I,
it Is true, corred and complete. I dedare that all ,,01 "tate has been reportecf at Irue morbi value. Declaration 0' prepa,er other Ihan the p.nonal representative Is
based on allln'ormalion 0' which p"parer hot any knowledge.
!iIG ull Of PfUQ IUr<>N!illlf fOI 'tUNG InUIN ADOIU50 DAn
E ]i), Ei. 94 York Rd.. Carl isle PA 17013 :!- -:;.:z, -'7C
UNT""lVl AOOln!i DAn /
po- -)-'7 -.,...
One w.lli h St. Ste.205 carlisle. PA 17013
'.
Ad '48 of 1994 provld.. for the r.ductlon of the tall rat..lmpo..d on the n.t valu. of trand.,. to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the .tatut. will b.:
. 3% (.03) will b. appllcabl. for ..tat.. of d.c.d.nll dying on or aft.r 7/1194 and b.for. 111/" 95
. 2% (.02) will b. appllcabl. for ..tat.. of d.c.d.nll dying on or aft.r 111196 and b.for. 1/1/97
. 1% (.01) will b. appllcabl. for ..tat.. of d.c.d.nll dying on or aft.r 111197 and b.far. 111198
95
. Spou.al trand.r. occurring on or aft.r 111,. will b. ...mpt from Inh.rltanc. tall.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a transfer and:
a. retain the use or Income of the property transferred, .......................................................
x
b. retain the right to designate who shall use the property transferred or Its income, ...............
x
x
c. retain a reverslonory Interest; or ...................................................................................
d. receive the promise for life of either payments, benefits or care' .......................................
2. If death occurred on or before December 12, 19B2, did decedent within two years preceding
death transfer property without receiving adequate considerallon' If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate conslderallon'....................,.........,..,..,..."........,...,.........,...,..............,...,..,......,.
x
x
x
3. Old decedent own an 'In trust for' bank account at his or her death"'....................................
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
'. J
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w-.~
I, JOlIN S. EGE, or South Middleton Township, Cumberland
County, Pennsylvania, declare this to be my last will and testament
and revoke all wills which I have previously made.
I I give, devise and bequeath my entire estate, real
and personal,
simple if she
unto my wife, Kathleen
j
shall survive me,
D. Bge, absolutely and in fee
II If my wife, Kathleen D. Ege, fails to survive me,
I give, devise and bequeath my entire estate, real and personal, unto
my issue per stirpes, absolutely and in fee simple.
III _ Any share of my estate which shall become distri-
butable to a boneficiary under 21 years of age shall be held in a
savings account, certificate of deposit or other similar investment
in the name of the beneficiary until the beneficiary attains the age
of 21 years.
IV I appoint my wife, Kathleen D. Ege, as Executrix
of this will. If for any reason she shall fail to qualify or cease
to act as such during the administration of my estate I appoint my
two sons, Sidney J. Ege and Tom E. Ege, as'Co-Executors of this will.
No bond shall be required of any fiduciary named herein:
IN WITNESS WHEREOP, 1 have hereunto set my hand and seal
this .-k- day of /!1 n( , 1981.
r)ju
Signed, sealed, published and declared
by John S. Ege, testator above named,
as and for his last will and testament,
written on one sheet of paper, in our
presence, who, in his presence, at his
request, and in the presence of each
other hsve hereunto subscribed our names
as attesting witnesses:
(SEAL
-
1JV.110111.rt.t1l
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
*'
COIoIMONWIALIH O. P1HHIYLVAHIA
IHH.IIWICI lAX InvlH
1'!lDlNT DlClDlNT
EGE, JOHN S.
CAlI --'Y 101."-4 W"," 'ho I"hl of .........hl' ....t 1M 41,,1..04 .. kho4.1o '1
ITEM DESCRIPTION VAWE AT
NUMBER DATE O' DEATH
1. 1989 Ford, Crown victoria 4 D sedan
(Appraised value) (See attached exhibit) 4,250.00
2. 1984 Ford, Crown victoria 4 D sedan 990.00
(Appraised value) (See attached exhibit)
S 5,240.00
IAhath addillonol ev.- )( 11- .h.." II mare 'pac. I, need.d.)
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NATIONAl. AUlO RESEARCH.
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Baaad on my opinion and "tha Black Book tha value for the two
cars ownad by Mr. Ege .are as highlighted on the next page.
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Richard G Merrick
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alACK aOOK
85 FORD
. ADD
'AOIIS
DUCIlPllOH
LlWl _ ClOWN VICIOtLA
1120 "m 'DUDAN
1.U ',m IDCOUII
IDd 0'...' '0 SlAnOH WAGON
1335 ',.., '0 SOUII, WACON
I DIDUCT .
2.50 WitHOUt "AII
WItOl1SAIJ
l1H Ml IOIt
1011 1110 1010
1710 1.,0 .,n
'.)0 10'.5 6~.O
172.5 IJlO 80(.
84 FORD
t ADD .
. DIDUCT .
100 W1lltOUt flAil
1700 mo Q
,.55 U1.5 'i81'
1110 1000 DOO
llU 1111 711
167.5 "m
14)0 I'm
~.5 '.m
1215 aUH
DOWN VlCrOllA
'0 nOAN
lDCOUII
'0 UAltOH WAGON
'0 ~III WACON
83 FORD
t 100
. DIDUCf .
ISO W1htOUt flAil
1170 1110 III
1011 1110 ...
1110 IDOl .71
:..~( ,~.~'.
Illl I'm
1090 1""
10Dl I""
DOWN VlCTQII.l
'DUOAN
IDCOUII
'0 SCUll! WAGON
91 FORD
. ADD
100 SIO"wttUu
, J (lUlU COHrtOc
" 'OWUSur
)DO ..OuCH..... 1001
ClOWN YlnOllA
6110 '0 UOAk
6' to fD srAItON WAGON
6610 '0 SOUl" w"c.o...
I- IllS '.00
I. ~ ~CI(,
I', 10.50 041) "'0
IHa """ .t.I,\
1'(1 tlH. AVO, ...
I);"' 0010 1\"0 \',",
.. ''''/0 "so ',"r
~/'. '#1:, Il\(.l 'u I ~
""CIIIH( "'S.q
GIDUer
."',...J .tI....,
LOAN CIOW" Yle LA
"6S '0 SID.....
Mill) _0 sr. 1'0... WAGo.,
'"I", HI 'OUII, WACO",
90 FORD
. ADD
1.\ \PQtf W"lIl~
\0 (lUlU CON'''"
\1) "1W(I \IAt
I tit, "OUCH""" '00'
ClOWN VI(lOIIA
SHO '0 SlOAN
.030 '0 """0,.. WAeoN
.US '0 \OUI'f WACO...
ClOWN VIC U
601.\ '11 SlOu,
".0 II; 1IAttO,., WAr.Q,.,
~'O\ .1' \I1U1I' w.CO",
'.Q' ""au .sHo .HO
..0< ".. .", lM\
"r,- "00 .OB 11f)',
I],. ''''''s MOll ....01)
11\. O'D \],~ H.'~
10\. 1~0 B'\ Jb.)
"I(ISI",. "","c!
UIDUO .
U2j ',U e1000
lDOO '.10 liB
JOOO .00 250) 101\
10S0 ,. '.,) ]]B
tUB .. '0)0 'lClC
011) '\ '''0 ,.C<;
89 FORD
. ADD
.so "OUCH....... .00'
ClOWN '1'00"1.
.12.s '0 SlOAN
330S '0 )UnON WAGOH
]41S 40 \QUI.r WAGOH
ClOWN YI( U
.'30 'DIIOA,..
n30 .0 "UIO,., ....co,.,
'12) '0 \OUI" w.co'"
94 THUNDERBIRD
. ADD'
11) 1" W"I U
0)0 'Ow,. "00"'00'
Soo V, II
IU3.5 IDCOU'lll
10US 10 SU'U COu.,
"'(IIIN(. ,u.s..q
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010.... .l.ulC ""11
'.sou I,)~~ 1:J01S
II.,S "Hi'lleUS
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IIV,U'Olhl1-l7) .-
COMMONWIAltH O' 'INHS'f'lYANIA
INHllItANe. 'AX .nUIN
____._.~"~~~I!~~.~!C~~~Nl_
i1SfATHi'--------'--" -
SCHEDULE G
TRANSFERS
\
I
l PLEASE PRINT OR TYPE
fiLE NUMBER
EGE. JOHN S.
THIS SCHIDULI MUST II COMPUTID AND flLID If THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSI SIDE Of THI COVER SHUT IS YIS,
1. prudential Securities Inc.,
IRA Acct. # 044-808293 (See
attached exhibit)
TOTAL VAl~~ I DECO. DOllAR VALUE
EXCLUSION ... Of DECEDENT'S
Of ASSET INT, INURm
-0- 95,728.5 100 195,728.51
---,p,""-- ---... --.,--..
ITEM DESCRIPTION Of PROPERTY
NUMln 'tKMIt ItOlH 01 the 'ronl"!..-.!'.' '~~!~~~!~~ion!~_ip'!o d.(~d.n'. dol. ~'_".~~"'"
_. __m..__.. _..._._.___
-.-.--.---..---....-
,__..____.. TotAL (AIIO .nt" on li~. 7. R.co_pillllotion) S 19~.!_!_~~.?_~_
III mort 'poc. is n..d.d. in.", addltiona',""" of lam. ,i,t.j
....11111.. V.'II
ITEM
NUMBER
A.
B.
.t.
C.
1.
2.
3.
.t.
5.
6.
7.
8,
;'-'l."-c..,
~~
COMMONWfAttH O. 'INNIYlYANIA
INHUITANCI TAX .nU.N
.UIOtH' OleIOIN'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print .r T .
EGE, JOHN S.
DESCRIPTION
1.
Fun.ral Exp.n"sl
Ewing Brothers Funeral Home, services
Mt. Zion Cemetery, burial lot
Mt. Zion Cemetery, perpetual care
1.
Admlnlstratlv. Coshl
Pononal Representalive Comml..lans
Sodal Security Number 01 Pononal Represlntative:
Year Camml..lans paid
2,
A<<arney Fe..
Humer & DanielS
3,
family ElUlmplion
Claimant Kathleen D. Ege
Add".. al Claim~nl at dlcedlnl's death
Stre" Addre.. 194 York Road
Rllationshlp wife
City
Carlisle
Slatl PA Zip Code 17013
Probatl Fe..
MlK.llan.ous Exp.nse..
Register of WillS, filing inheritance tax return
Reserve for closing Estate
TOTAL (Alsa Inter on II.. 9, Recapltulatian)
(If more spac. Is n..d.d, Ins.rt addltlonol sh..h of _ slz..)
AMOUNT
5,290.00
200.00
400.00
3,500.00
2,000.00
15.00
11 0 . 00
$11,515.00
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R!V-1547 !X AFP (12-951*
C~Al'H OF PlNHSYlVAHIA
DEPARTMENT Of' R(vtNlJ[
IUA!AU OF INDIVIDUAL TaXEI
DEPT. Zion.
HARAISIURQ, Pi 171'.00'01
c'--
ACN 101
NOTICE OF INNERITANCE TAM
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
DATE 06-05-96
DAT! OF DIATH 09-06-94
FILE NO.
COUNTY
CUHBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAM
PAYNENT TO THE REOISTER OF WILLS. NAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
WH S DANIELS
STE 205
1 W HIGH ST
CARLISLE
PA 17013
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
A..ount AalllU.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
iiili:isW-EX-"FP-nZ:9ifj-iiDTicE--oj:-YriiiEiiiTANCn'-Ax-jipjiiiiiiSEHiiir;-,U.i:oWANCi-ciii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF EGE JOHN S FILE NO. 21 96-0174 ACN 101 DATE 06-05-96
If an assessment was issued previously. lines 14. lS and/or 16. 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSHENT OF TAXI
IS. Aaounl of Lln. 14 .1 Spou..l ..1. 11SI
16. A..unl of Lln. 14 I..abl. .1 Lln..l/Cl... A ..1. 1161
17. Aaounl of Lln. 14 I..abl. .1 Col1.1...1/C1... B ..1. 1171
11. Principal Tax Du.
TAM RETURN WAS. I X I ACCEPTEO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.I.I. ISchedul. AI III
2. Slock. end Bond. ISchedul. BI 121
5. Clo..ly H.ld slock/p..lne..hlp Inl....1 ISch.dul. CI 151
4. No.lgege./Nol.. R.c.lvabl. ISch.dul. 01 141
S. Cash/Bank napo.ita/Klle. P.rlonal Property (Schedule EJ (5)
6. Jolnlly Owned p.op..ly ISch.dul. FI 161
7. Tranlfara (Schedule OJ (7)
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funaral Expan.../Adll. COltl/MIIC. Expan... (Schedule HI I')
10. DebI./No.lg.g. LI.blllll../LI.n. ISch.dul. 11 1101
11. Tol.l D.ducllon.
12. Net Valu. of Tax R.turn
15. Ch.rltabl./Gov.r~.nt.l aequ..t. (Schedule J)
14. N.I U.lu. of E.I.I. Subj.cl 10 T..
NOTEt
TAX CREDITS I
PAYNENT
DATE
02-23-96
02-23-96
RECEIPT
NUNBER
AA112550
AA112551
DISCOUNT 1+1
INTEREST t-l
367.15-
.00
I I CHANGED
.00
.00
.00
,00
5.240,00
.00
195.728.51
IBI
200,968.51
11,515.00
340,89
1111
1121
1151
1141
t 1 .Ra;C; Aq
189,112.62
.00
189,112.62
lB9.112.62 M .03_
.00 M ,06.
.00 M .15_
IIBI
5,673.38
.00
,00
5,673,3B
AMOUNT PAID
5.673.38
367.14
INTEREST IS CHARGED FROH 02-24-96 TO 06-13-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORH
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5.673.37
.01
.00
.01
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE 15 LESS THAN '1, NO PAYNENT 15 REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
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RESERVATIOHl Elt.t.. of dec~t. dvlng on or before Dec.-blr 12, 1'" .. If ~v future lnt.r..t In the ....t. I, tr~.f.rred
In po.....lon or enJo~t to el... I (colla..r.l) btneflclar..' of ~ decedent I'l,r the I.p.r.tlon of '"v ....ta for
II" or for v..r., the C~.lth her.by ..pr..,lV r...rv.. tn. rIght to ~r.l.. ~ ...... ....nl'.r Inhlrlt~. Tlx.,
at the llWful el... . (colll'aral) r.t. on Iny such future 1n......t.
PIJIll'OtE Of
MOTlCfI To fulfill thII .............". of s.ctlon Zl4D of tM InherltMCI Met Est.t, hx Act, Act ZZ of 1991. 12 P.S.
Section 1141.
PAYlEHTI DIItllCh the top portion of thh NoUu Md lutMllt with your PIYMI't to the Reght... 0' willi prlntMt on the nye.... at..
__..... check or ~y areMf plvlbla tal REOISTER OF MILLS, AGENT
All P.~t. received ahlll flr.t be 1IPP1Ied to "'Y Int.....t which ..y be .... with MY r...lnder ...11... to the ta..
REf1IID (CAli A refwMI of e tax credit, which M" not requ..tlld on the 18. Return, .ay bIi r~lted by c-..l.Una ., "Appl1utlon
for R.fund of p.nn,Ylv~l. Inherltanc. ~ E.t.t. T.... (REV-ISIS). application. .r. .vIII.bI. .t the Dfflc.
0' the RIII.t.r of Wills, ~y of the 23 R.venue DI.trlct Offlc", or by calling the .,.elll Z4-hour
an..-rlng servlc. nuaber. for fora. orderlnal In PenntYlvanl1 1-8DD-56Z-ZDSD, outtlde Penntylv.,l. end
Mlthln locII "-rrltburg ar.e (717) 787-8D94, TOOl (717) 77Z-ZZSZ (Haering J.,llrad Only).
OBJECTIONS I Any p.rty In Int.r..t not .atltflad Mlth the apprall..ent, allowlnC' or dl..llowenc. of deduction., or ......-.nt
of t.. (Including dl.count or Int.re.t) a. lhown on thl. Hotlc. ault object Mlthln .I.ty ('D) dlya of rec.lpt of
thll MoUCI bYI
.-MrIU", prot..t to the PA D.parteant 0' A.v........, 80ard of App..lI, Dept. 28ID21, Harrisburg, PA 171%8-IDU, OR
--.lectlon to have thII .att.r det.ralned It Mldlt of the ltCCCM1t of the perlDnlll rapreaantaUve, O!t
-.......1 to the Or""',- Court.
AllIIIN
ISTRATlYE
CORRECTIONS.
Factual error. dlscov.red on th1l ........"t Ihould bIi addr...ad In MrlUng tOI PA o.p.rtaant of R.v.......,
Bureau of Jndlvldu81 T...., ATTNI po.t A....seant R.vl.., unit. Dept. Z8a601, Harrisburg. PI 17IZI-a'Dl
Phona (717) 717-65aS. S.. page S of the booklat ft[n.tructlons for [nharltanca T.. R.turn for a Re.ldant
Oacldlnt- (REV-1501) for an e.plan.tlon of ~Inlstratlv.ly correct.bl. .rror..
DISCOlIfTI
If ~y t.. due 11 paid Mlthln thr.. (5) nlandar aonth. .ft.r the dec.dent-. de.th, . flv. ~rcant (5:0 dltcOlWlt of
the to p.ld 11 .llowed.
PENALTYI
The 15% t.. ~.ty non-partlclpltlon penaltY Is CDllPUted on the tot.l of thl t.. Md Intlr..t ......ad, .-,d not
plld blifor. JlnUllry 1&, 1996, the flnt day .ft.r thl ~ of the t.. AMity period. this non-p.rtlclp.tlon
,.,alty It .....Iabl. In the I" ...,.r and In the the s... tI.. ptlrJocI .. you would iippe.1 the t.. Met Int.r..t
that has ~ ......ad .. 1r~lc.ted on this notlca.
IHTDtEITI
Int.r.st II charged baglmlna Mlth flr.t day of delinquency, or nine (9) aonthl and one (I) day fr.- the d.ta of
ctaath, to the d.ta of payMnt. T.... which bile... dtil1nquant blifora JInUIIJ"Y I, I9IZ be.r Intlra.t .t thl rd. of
.1. (6~) p.rcant par BnnUI calcul.ted at . d.lly r.t. af .aaal64. All t.... which bee... delinquent on and .ft.r
January 1, 1911 Mill bI.r Int.r..t .t . r.t. Mhlch will v.ry frv. c.lendar y.ar to calendar y.ar with that rat.
anr'IGU'W:~ by the PA o.partHnt of R.vlnUll. The appllcabl. Inter..t rat.. for 191Z through 1996 aral
'!!!! [ntara.t Aata Dallv Int.re" Factor !!!! Int.r.st Aata Dally Inter..t Factor
ttl2 !OX .aDaSU 1911 9X .DaOZ47
I9tS to .uauI 1911-1991 IlX .Donat
t9" IlX .oanat t992 9X .aaaZ47
1915 UX .DDnS6 1995-1994 'X .DaOI9Z
19" \IX .DDDZ74 1995-1'" 9X .DOOZ47
--Intere.t I. c.lcul.ted a. foUow'1
IItTEllEBT . BALAKCE OF TAX UNPAID X "U"BEB DF DAYS DELl"QUE7lT X DAlLY IIlTEIlEBT FACTOR
--Any Notice Is.ued .fter the t.. beeDle. delinquent Mill r.flact an Int.r..t calcul.tlon ta flftaen (151 dly.
bliyond the date of the ...........t. If P.v-ant II ... att.r tht Int.r..t coaputatlon d.t. IhoMn on the
NoUca, IMSdltlonal Intlr..t au.t 1M c.lculated.
-. -.. - -*".-.... .-.--
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.
_____- ___- _ __ _ __ __ -'-__ _ _ _.,C.'-o _~ -- - -- ---
RECEIVED FROM.
&
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
.
WILLIAM S DANIELS ESQ
101
.:i,b7::1.::IB
1 WEST HIGH STREET SUITE eo~
.
CARLISLE, PA 17013
SSN 188-12-4898
(f1RS1) (MI)
\ OUNTY
I CUMBERLAND
DAT O' DEATH
I n.
~ TOTAL AMOUNT PAID ..~. 673.38
\ REMARKS KATHLEEN D EGE VZ
C/O W 6 DANIELS ESQ
\. SEAL CHECK" 1:l0 RECEIVED BY ')y;/l ,:;./ C. I.o."':l/ oMJ "
IJ IIGN116~[' j :;. , .\
l "'''''"'' w"" _V c. LEWla ~ . ,,",~4J.
RE.laTER OF WILLa 0'
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_____..______~_~ __. - ___ __.0__ __ _ _ _ __ _ _ - __ - --.-.1,
RECEIVED FROM,
&
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
WI~~IAM 6 DANIE~6 ESQ
101
.367.14
1 WEST HIGH 6TREET SUITE eo~
CAR~IS~E. PA 17013
ESW! INfORMATION,
II I N R 21-1996-0174
II! Er:fOH~
II DAn 1t~3/96
I!I POSTMARK IlAl'E
1;1 0/00/00
COUN CUI1BER~AND
IIAI'! Of D~/06/94
SSN 188-12-4898
(fiRST!
(MI)
REMARKS
fa TOTAL AMOUNT PAID
.367.14
all
SEAL
CHECK4I 1457
REGISTER OF WILLS
)1 ',.'
RECEIVED BY /':".),,, l /;". j (}(/I/ ,
MARY C. ~EW i EfONAlUII ,( if.'IJ ,/ #;Jj;
REGISTER OF WI~~S ' '1'"
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STATEMENT AND WAIV~R OF FORMAL SETTLEMENT OF ESTATE
KNOW ALL MEN BY THESE PRESENTS, that I, KATHLEEN D. EGE,
surviving spouse and sole beneficiary of the Estate of JOHN S.
EGE, Deceased, late of South Middleton Township, Cumberland
county, Pennsylvania, do hereby acknowledge that:
WHEREAS my husband, John S. Ege, died on September 6, 1994
at 72 years of age, a resident of South Middleton Township,
Cumberland county, Pennsylvania, leaving his Last Will and
Testament dated May 6, 1981, a copy of which is annexed hereto
within Exhibit "A," Pennsylvania Inheritance tax return dated
February 23, 1996, and filed to Estate Number 2194-0174;
WHEREAS all assets of Decedent's estate, of every nature and
wherever situate, were jointly held between us as husband and
wife, with the exception of certain tangible and intangible
personal property separately titled and owned in Decedent's name
alone;
WHEREAS Decedent's Last Will and Testament in Article I
named me, Kathleen D. Ege, his spouse, as the sole beneficiary,
and in Article IV appointed me Executrix of same; and
WHEREAS I, the surviving spouse and sole beneficiary, desire
that the administration of my late husband's estate be completed
with minimum cost and without the expense of probate, letters
testamentary and formal settlement;
NOW THEREFORE, intending to be legally bound, I do hereby:
1. Declare that I have served and discharged my
responsibilities with the care of a fiduciary in administering my
husband's entire estate to which I was entitled but which did not
pass to me by operation of law, being motor vehicles whose titles
have been transferred through the Pennsylvania Department of
Transportation, and an individual retirement account to which I
was the primary beneficiary and which 1 have rolled-over into my
name, all without probating the Decedent's will or taking out
Letters Testamentary;
2. Warrant that I have filed a complete inheritance tax
return, paying Pennsylvania inheritance taxes due on the net
taxable estate in full to the Registrar of Wills, Agent, in and
for Cumberland county to Estate No. 21-96-0174; and having
received Notice of Inheritance Tax Appraisement, Allowance or
Disallowance of Deductions, and Assessment of Tax, marked
"accepted as filed," copies of which documenVare annexed hereto
as Exhibit "B;"
3. Confirm that all other death taxes and estate settlement
costs have been paid, and know of no outstanding and unsatisfied
claims or other liabilities against this estate;
4.
in this
Will;
Declare that all Decedent's separate property involved
estate has been distributed in accordance with said Last
5. Waive a formal administration and settlement of this
estate in any court;
6. Agree to satisfy any and all demands, claims,
liabilities, loss or expense arising from any cause whatsoever
which may be incurred as a result of my administration of this
estate and its distribution in accordance with this statement and
Waiver, including but not limited to any liability for any
federal or Pennsylvania income taxes, Pennsylvania inheritance
taxes or other death taxes, Pennsylvania personal property taxes,
and Pennsylvania sales taxes relating in any way to this estate,
as well as any distributions made by reason of any negligence or
mistake of law or fact; and
7. Acknowledge that this statement and Waiver when executed
shall be binding upon me and my heirs, next-of-kin, personal
representatives and assigns.
IN WITNESS WHEREOF, I have set my hand and seal this 51 ~
day of~t.{J'f- ,1996.
~t!.fefAV fl ~
KATHLEEN D. E
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF CUMBERLAND
On this, the '9 7!1 day of .&-u9u:rr, 1996, before me,
the undersigned officer, personally appeared KATHLEEN D. EGE,
known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged
that she executed same for the purposes therein contained.
IN WITNESS WHEREOP, I hereunto set my
seal..,
''t\\dS
;~'r',.......
.'. .Ll:!
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l,..',:/
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fficial
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Notary Public
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NcllrIaISeIlI
w.ams.o..~P\.t.Ic
c.tsle Iloro, eanv
MyCo..,ibdIoo,Elqli9SOtt 19,1996
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194 York Road
Carlisle, PA 17013
c... Cumber land
AMOUHll1CllVID tUIIN"IUC110N'1
189,112.62
o 3. R.malndlr Rllurn
(lor dol.. 01 d.olh prior 10 12.13.82)
o 5, Fodorol E,lol. Too R,'urn R.qulrod
Cl-e. Total Numblr of Sofl OepolU BO"'I
'*
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fOI OATIS O' DIATH Ami t2/3119t CHICK HIli
I' A SPOUSAL
POVlln CIIDIT IS CLAIMID ~
PILI HUMI..
.71
COUNTY CODE
(~? ;,~t:.
YEAR
.J, .,....,'
8
III
III
"
COMMONW(AtTH O' ,IHHSnVAHIA.
OrPAl'M(HT O' UY(HU(
OIP!,2I0601
HAUISlUIO. 'A 17 21.0601
o N'NAM ,I.AN
EGE, JOHN S.
WCIAt IICUIllY NUMlII
188-12-4898
9-6-94
11-7-21
NUMBER
lOIN'
,t I AD I
#4l00L INI
DAlI 01 CIA1H
004.11 Of llltH
:8
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8~
tOMltlTl MAltlHG ADDIUS
One West High
Suite 205
Carlis e PA 17 3
1, R.ol E,'olI (Sch.dul. A)
2, Slack. and 80nd. (Sch.dul. 8)
3, OOllly H.ld SlockIPortn.nhlp Inlor..1 (5<h.dul. q
~, Mortgog.. and Nol.. Roulvobl. (Sch.dul. a)
5. Ca,h, Bonlc. OlpOlitl & Mbullonloul Penonal Proplrty
(Sch.dul. E)
6, Jolnlly Own.d Prop.rty (Sch.dul. F)
7, Tronolor.(5<h.dul. G) (Sch.dul. II
8, Tolol Grall As.... (10101 Un.. 1.7)
9. Funeral bpi_nail, Admlnlstrollv. Call', Mlacelloneoua
Eop.n... (5<horful. H)
10, O.bl', Mortgog. Uoblllll.., U.n. (Sch.dul. I)
1\. Tolal O.dudlon. (10101 Un.. 9 & 10)
12, N., Volu. of E,'ol.(Un. 8 mlnu. Un. 111
13, Chorltobl. and Govornm.nlol 8.qu.... (5<h.dul. J)
U. Nit Volul Sub Id to Tax Un. 12 mlnul Un. 13
15, Spou..1 Tron.l... (lor dol.. of d.olh ohor ~3()'9~)
S..lnllrvdlonalor Applicabl. Porcenlog. on R.vor.. (151 189 , 112 .62
Sid., (Indud. vol... from Sch.dul. K or Sch.dul. M,)
16, Amounl 01 Un. U looobl. 016% rot. (16)
(Indud. volu.. from Sch.dul. K or Sch.dul. M,)
17, Amounl 01 Un. U looobl. 01 15% rol. (17)
(Indud. volu.. Irom Schedul. K or 5<h.dul. M,)
18, Prindpolloo duo (Add lox Irom Un.. 15, 16 and 17,)
19. C,.dill Spoulol Povlrty C,.dit Prior Poym.nl' OiKount Inlerlll
+ +
20, If Un. 191. gr.olor than Un. lB. .nl.r lho diRor.nce on Un. 20, Thlo 10 th. OVERPAYMENT.
aD
21. If Un. 1810 groolor Ihon Un. 19, .nlor lho diRor.nce on Un. 21, Thlo 1.lh. TAX DUE.
A. Enter lh. Inte,"1 on thl balance due on Unl 21 A.
8, Enlor Ih. 10101 of Un. 21 and 21A on Un. 218, Thl,l, Ih. BALANCE OUE.
Mok. Chock Payobl. 10' R.gl,I., of Will., Ag.nl
EXHIBIT "A"
(8 I
200,968.51
pi' AHUCAIlQ WIVMHO IlIWU'I NAMI.....'. '1111 AHO~IIHI'1Aq
Ege, Kathleen D.
6a 1, Original R.lum
o ~, Umltod E,'ol.
IS 6, Ooud.nl DI.d T .,1010
(Attach capy of Will)
o 2, Suppl.m.nlol R,'urn
o Ao. Futurelnt,,"t Compromita
(lor dolO. 01 d.olh ohor 12.\2.82)
o 7, D.cod.nl Molnloln.d 0 Uvlng Trv'l
(A"och capy of TMI)
TUlPHOHI NUMlII
717 243-3831
(1)
(21
(31
(~I
(5) 5,240.00
:0:
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w
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(6)
(71 195.728.51
(91
11.515.00
340.89
(II)
(121
(13)
(1~1
l<, .Q..4.-
11,855.89
189,112.62
(10)
:0:
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:IE
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S
Chcd~ hc~c if you OIC Icquc\ting a Icfund oj YOUI ovelpaymcnt.
189,112.62
5,673.38
x .06.
x .15.
(18)
(191
(201
~';-;1. /'7'
(21)
(21A)
(218)
C,() 'tC;, rL
.
Under p.nalties of PlriUry, I declare that I hav.exomln.d thb r.tum, Induding accompanying Kh.dulll and Itat.mlntl, and la Ihl bill of my knowlldg. and b.lief,
il il truI, corrlct and completl. I dldoll thai 011 1101 ..tOtl hal b..n r.portea at lrue mor.et valul. Oldoration of p"porer other than Ih. plrsonol ,.p,...ntollv. II
based on alllnlarmotion of which preparer hal any Ic.nowlldgl. :
SID UI! 01 PU IUPON"ILf 101 flUNG InUIN ADDIlSS OAf( l
1), 94 York Rd., carliSle PA 17013 ::z.._z:b-'lC
SlHTATlVI ADDun DATI (
One W.Hi h St. Ste.205 Car s<--:;...~-"
-
-
D.d_.~
I, JOlm S. EGB, of South Middleton Township, Cumberland
County, Pennsylvania, declare this to be my laat will and testament
and revoke all wills which 1 have previously made.
1 1 live, devise and bequeath my entire estate, real
and personal,
simple if she
unto my wife, Kathleen D. Ele, absolutely and in fee
. I '
shall survive me,
11 If my wife, Kathleen D. Ele, fails to survive me,
1 live, devise and bequeath my entire estate, real and personal, unto
my issue per stirpes, absolutely and in fee simple.
III - Any share of my estate which shall become distri-
butable to a beneficiary under 21 years of ale shall be held in a
savinls account, certificate of deposit or other similar investment
in the name of the beneficiary until the beneficiary attains the ale
of 21 years.
IV 1 appoint my wife, Kathleen D. Ble, as Executrix
of this will. If for any reason she shall fail to qualify or cease
to act as such durinl the administration of my estate I appoint my
two sons, Sidney J. ~Ie and Tom B. Bge, as'Co-Bxecutors of this will.
No bond shall be required of any fiduciary named herein:
IN WITNESS WHBREOP, I have hereunto set my hand and seal
this -'0..- day of ;n 11</ , 1981,
,
~)?u
Signed, sealed, published and declared
by John S. Ege, testator above named,
as and for his last will and testament,
written on one sheet of paper, in our
presence, who! in his presence, at his
request, and 1n the presence of each
other have hereunto subscribed our names
as attestinl witnesses:
(SEAL
-
.lu.".&1I
'*
~rMmY~~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plla.1 PrInt ar l' I
8
EGE, JOHN S.
CAlI ~ IeIotly.ewaH wItIo .he ..lot ., Iurv'-'hlp .....IM 4locIo.... .. ....4.10 ')
ITEM DUCRIPTION VAWI AT
NUMBER DATE OP DEATH
1. 1989 Ford, Crown Victoria 4 D sedan
(Appraised value) (See attached exhibit) 4,250.00
2. 1984 Ford, Crown Victoria 4 D sedan 990.00
(Appraised value) (See attached exhibit)
$ 5,240.00
(Anach .ddlri..al 81\" x 11" oboot. U ..... '9ClCO I. neod.d,)
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NAtiONAL AUtO RESEARCH
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Beeed on my opinion end "the Bleck Book the velue for the two
cere owned by Mr. Ege .ere es highlighted on the next pege.
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Richerd G Merrick
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HO"J'.... HOtI'I' O' OCot ~ U" lIlt J/no)OC .u.. ot"
....on O' OCi' OUI ooH HyOn o. n'" u"
n ),,, HMOI) Y110t)lA HMOJ)
NO';)'1il\ IllnOI 0' u,e 11'" U'IOHU'" oot
NOO,,,,, NOI1YII 0' 10CC . unala , . aa, .
"'On at tel, allo~ ~a
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0101 0111 HOC HYOU a. It", om
H~""" IIlnO\.Jr \O'f MOl lW HI) YlIWOA IloWlIl 1JOOW H1'<I1
HO'JrIil\NOtI'I\ :u 0'" mmotIM NOlWIDl1CI
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Xl )11. HMOI) , unDID I OOY ,
HO':)'M 1,lno\ a. ,u, OliO! S8
N(Y.)'Jl\ NOI.,n 0' 0(0' ct 10"
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14no)Ol
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~I Securrnu ~
CIIARLES A. KOCIl, JR.
l1u I'rt,'dm' - In""..."".
RAYMOND G, WOODS, JR.
l1ul'rulJlnl - In.......1III
S//EUY A. WE/BUY
CII"" S4rKU duod...
Tbp tnformation cOlltsined herein hos.
l ,:"'.llLllf:d from sources beliel'03d
I' .... ~ bu ~ ia not neceosaril y com-
. _IIU cannot be gusranteed. Any
(. . '.IIS e~pressed are subject to
l, .. ..lth<luC notice. Neither the
i ' ,,~r,I"lion presented nor any opinioo
expressed constitutes representation
by us or 0 solicitation of the pur-
chace or sale of sny security.
Listed below are values for the positions in your father's IRA
account, t044-80B293, as of September 7, 1994.
February 3, 1995
Mr. Sidney J. Ege
155 Garfield Drive
Carlisle, PA 17013
Dear sid:
Quanti tv Descriotion S oer share Value
300 American Express 29 7/8 $8,962.50
420 Archer Daniels 17 7,140.00
1,000 Aura Systems Inc 7 9/16 7,562.50
400 Bank of .New York 32 1/8 12,850.00
200 Bell Atlantic Corp 54 3/8 10,875.00
800 Coca Cola Co 46 1/4 37,000.00
200 Dallas Semiconductor 15 3/4 .3,150.00
100 Elan Corp 35 5/8 3,562.50
100 Flour, Corp 50 3/4 5,075.00
100 Georgia Pacific 72 5/8 7,262.50
60 Lehman Brothers Hold 15 5/8 937.50
200 Magna International 39 7,800.00
200 Masland Corp 16 1/2 3,300.00
150 Paging Network 28 1/2 4,275.00
100 Thermo Electron 43 7/8 4,387.50
200 wit co t:or~ 30 1/2 6,100.00
400 Global Ut lity Fd A 13.94 5,576.00
1,982.378 pru Utility Fd B 9.18 18,198.23
1.,000 ' HypEii:;ion '~999 TeJ;rn ,TF 6 3/4 6,750.00
300 MFS ;J:n,termediate J:nc 6 11/16 2,006.25
Prudential Money Mart 1 12,958.03
10,000 CD Lasalle Nat'l , 100.00 10,000.00
5.35% 04/25/97
10,000 CD Shawrnut Bank 100.00 10.000.00
4.30% 04/27/95 $195,728.51
Please don't hesitate to call, if I can be of further assistance to
you.
~~'U'"
~~~y
Client Service Associate
Pn.odentlsl SecuttIes InocIpcnIed, 'l'IYeii ~ OrNe, l.srno)ne, FA 17043: WJUNG
P,Q,Box7CanllHl,PA1700l:ADIlRESS '
Tel717761-7344 00046lJ..S(l65 ,
*'
SCHEDULE G
TRANSFERS
PLEASE PRINT OR rVPE
COMMONwrALTH O' ,.NNmYANIA
INH.lnANe. TA. lnulN
I,,,D.NT D1C1DIHT
JTATI O'
PILI NUMBER
EGE, JOHN S.
THIS SCHIDULE MU" BI COMPLETID AND fiLED" THI ANSWIR TO ANY O' THI QUISTlONS ON THI RIVERSI SIDI 0' THI COVER SHin IS YES.
ITEM DESCRIPTION 0' PROPERTY TOTAL VALUE DECO, DOLLAR VALUE
EXCLUSION ,~ O' DECEDENT'S
NUMlER IneW. _ oI'h. "...,.,...lhtlt rwIatioNIlIp 10 dtadtftl. dolo 01 "...,." O. ASSET INTEREST
1 prudential Securities Inc., -0- 95,728.5 100 195,728.51
IRA Acct. # 044-808293 (See
attached exhibit)
TOTAL (AI.. ..I" .n Uno 7. R_pllul.li..) S 195,728.51
I" ..... _ " noedod. lrutrf .dd'.6onoI "'"~ 01..... ....,/
-~._~-...-.-...<"""..~.- .--
..._..7-.--........~---
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,..p'....
ITEM
NUMBER
A,
B.
4.
C.
1.
2.
3.
4,
5.
6.
7.
8.
'*
COMMONWIAUIt 01 P1NNIYLVolHIA
INHllltANCl WlllTUIH
lISJOINT OICIOINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print .r T .
EGE, JOHN S.
DESCRIPTION
AMOUNT
1.
Pun.ral expens...
Ewing Brothers Funeral Home, services
Mt. Zion Cemetery, burial lot
Mt. Zion Cemetery, perpetual care
5,290.00
200.00
400.00
1.
Administrative Castll
Penonol Repres.nloti.. Commissions
Sodol Security Numb.r of Pamnol Repres.ntali..:
Y.a, Commls.lon. paid
2.
A"amey Fe..
Humer & DanielS
3,500.00
3.
FamUy Exemption
Claimant KathleenD. Ege
2,000.00
Relolian.hlp wife
Address of Clalm~nl at deced.nt's d.alh
Stre.t Address 194 York Road
CarliSle
Stat. PA Zip Code 17013
Clty
Probol. Fe.s
M1K.Uan.ou. Expen,,"
Register of WillS, filing inheritance tax return
15.00
Reserve for Closing Estate 110.00
TOTAL (A1.a .nl.r on II.. 9, Recapitulation) $11 , 515.00
(If more .pac. II n..d.d, InMrt additional .h..ts of _ slze.1
I
/"11"~.
~ . ')NWIAIJM 01 nNH''f'WUM
1HHIllWClIAIIINIH
..""'"' DKlDlH1
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.a.. Pllnl or T .
PILI NUMIIIR
STATIO'
EGE, JOHN S.
ITEM DISCRIPTlON AMOUNT
NUMIIER
1, CVS Pharmacy, meds 179.77
2. Patient Accounting Services, Inc., services 3.34
3. Hamedo, equipment 5.61
4, Carlisle Pathology AssQc . , P.C. 39.93
5. niversity Physicians 112.24
TOTAL (Also .ntot on IIn. 10, Ittcapllulallan)
(If IIIO/W apace II ....Itd, w.rf oclclHiono/ "'His al.om. II...}
$ 340.89
/
mu.p#I
'*
(OMMONWIAlTM Of ftHHlnVAHtA
INMIInAHCI rUI.fVIN
....... DICIOtNr
SCHEDULE J .
BENEFICIARIES
ISTATI O.
PILI NUMBIR
IDE, JOHN S.
!TIM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARIO.ISTATI
NAMI AND ADDRISS O' BENEPlCIARY
1.
ill. T aaabl. B",.","
Kathleen D. Ege
194 York Bead
carlisle, PA 17013
wife
100%
!TIM
NUMBER
AMOUNT OR
SHARE o. mATE
NAMI AND ADDRISS O. BENEFICIARY
B. Charilobl. and Gov.mm.ntal B",.","
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Abo .n'or on IIn. 13, Rocopllulatlon) S
(If m~.. .pac, "."d,d, I...rt addltlonal.htlt. of 10m' .111)
....RI!V-1547 IX AFP (12-95)*
tQHMOHW[ALTH or PlHHIYLVAHIA
DlP&JI''''N' Of' MytM
IURfAU Of INDiViDUAL ".[,
O(pf,"""
fl'IlUIURO, PI 171u-un
t~lP1f
t',t 9t.
ACN 101
NOTICE Of INHERITANCE TAX
APPRAISEHEHT. ALLOWAHCE OR DISALLOWANCE
Of DEDUCTIONS AHD ASSESSHENT Of TAX
FILl NO.
DATI OF DIATH 09-06-94 COUNTY CUMBERLAND
NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION Of TNIS fORH WITH YOUR TAX
PAYHENT TO THE REGISTER Of WILLS. HAME CHECX PAYABLE TO "REGISTER Of WIllS. AGENT"
REMIT PAVMENT TO:
WM S DANIELS
STE 205
1 W HIGH ST
CARLISLE
PA 17013
DATI 06-05-96
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
A.ount H..ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ii"ili :m"j -iX-"FP" Ci'F9sriliif iCEuoF-YtiHEiiiTiiiic~-TAx-APpiiAiiiiii1iilT-;-"i.l"ciiiAirc~-ijIi---m----- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN'S FILE NO. 21 96-0174 ACN 101
ESTATE OF EGE
TAX RETURN WASI C X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Ho.l htata ISch.dulo Al nl
2. SIock. and Bond. CSoh.dul. .1 C21
a. Clo..l~ H.ld SIook/P.rln.rohlp Inl.r..I ISch.dul. CI cal
~. Hcrlg.g../Nal.. R.a.lvabl. CSch.dul. 01 I~I
5. C.ah/Bank Dapo.lta'Hllc. Par.onal Prop.rt~ (Schedule EJ (5)
6. Jolnll~ Own.d 'rop.rl~ ISchadul. fl C'I
7. Tran.f.r. CSch.dul. GI 171
a. Tot.l A...h
,
DATE 06-05-96
C I CHAHGED
.00
.00
.00
.00
5.240.00
.00
195.728.51
cal
200.968.51
APPROVED DEDUCTIONS AND EXEMPTIONS I
I 11.515.00
9. funeral Expan.../Ad.. COI .'Hllo. Expan... (Schedule H) C,)
10. D.bh/Horlg.g. L1abUIUu/Llan. CSch.dul. 11 nOI 340.89
11. Total D.duaUan. IUI 11 ,R~~ RQ
12. N.I Valu. of T.. R.Iurn cnl 189.112.62
13. Ch.rltablo/Gov.rnaontal aaqua.to ISch.dul. JI IUI' 00
l~. N.I Valu. of hlal. Subj.al 10 To. n~1 189.112.62
NOTEI If an a.....m.nt wa. i..u.d pr.viou.lY, lin.. 14, IS and/or 16, 17 and 18 will
r.fl.ct figur.. that includ. the total of ~ r.~urn. a......d to date.
ASSESSMENT OF TAXI
15. ~ounl of Lln. l~ .1 Spau..l r.I. 1151
16. ~aunl of Lln. l~ I..abl. .t Llna.l/Cl... A r.t. 1161
17. ~ounl of Llna l~ I..abl. .1 Coll.I.r.l/Cl... B r.I. C171
11. Prlnoipal Tax Du.
TAX CREDITS:
PAYHENT
DATE
02-23"96
02-23-96
RECEIPT
HUHBER
AA 12 50
AA112551
DISCOUNT C+ I
INTEREST I-I
3 7.1 -
.00
INTEREST IS CHARGED FROM 02-24-96 TO 06-13-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
189.112.62 x.03.
.00 X.06.
.00 X .15.
Ilal
5.673.38
.00
.00
5.673.38
ANOUNT PAlO
5. 73.38
367.14
EXHI13Ir "13"
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5.673.37
.01
.00
.01
. IF PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN II, NO PAYHEHT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I
; -
~ 1 .~ '. ,"
. "'\(\ -'.., :',' .....'.In..l.\''ltjl..~...l 11.'1'1'<',,""'11 " "", . :'
1 t.,..' . ' . . )'1 ' '. ·
.:.J, " ." 6' ,'1'\.,'1". a l,f, 'Ill '....:r,.f .;..~~~.;~
" _.:,.. r..,-r:r':I\. ,'..d' '""1".'/"111'1'111;11"" ,',. I,I\r:,-.... .' ...~.N.:;r;~ ''''C''':'.,\~I
_~~... ,,,","'0 ." ..........--
lICllVID 'IDM,
D
oICN
MIUIMINT I'!I
CONUOL ~
NUMIIl
AMOUNT
WILLIAM S DANIELS ESQ
lut
.:J,O/.J..::JU
I WEST HIGH STREET SUITE eo,
CARLISLE, PA 17013
1O.'_'ff_
.."l:I.....
el-1991o-0174
SSN IBB-Ie-4B9B
I
EGE JOHN S
1M
H
CUMBERLAND
llMoUKS
.',1073.3B
VZ
IICIIVEOIV~~ ~i~.OJAI
~~~YS~ERL5~1~ILLS' I.(~~
m TOTAL AMOUNT 'AID
SEAL
KATHLEEN D EGE
C/O W S DANIELS ESQ
CHECK. 1'0
TAXPAYER
')_/_" C.
.'1' .,' . .. "".'
. ~.'l.j~':':~" ;:;J~,1'lt.VII.'j~.i~,1: _I 11.'IH.'"I'h,111~1... ~.: ,,",-er:. c :'
. I', . . " "'''l' ,"1 .
t I' I".' ,'-,'t..'fl"" 1.'1"" ~. .....\-~.".
...,fv, ..' .. . ... _. ... '.'~' '/ "4, "';"~
."';1T1,....".P..". \,.l'h..~'/I'I. -I'I'llh;\'I..I ','fo',r"" .1... ,",V, ~ ,"";('..:..,.....
_...-..... _ .~~'Io~. ' . .... -'"............
o
....
loCH
MSESSM!NT I'!I
CONTIOL ~
NUMln
AMOUNT
IECEIYED 'IDM,
D
WILLIAM S DANIELS ESQ
101
.3107.14
I WEST HIGH STREET SUITE eo,
CARLISLE, PA 17013
.1Ol.t...., ~D.,II-
UWI1HfOl.IrAA.ftOH.
II I 21-19910-0174
E1
m
m
SSN ISB-Ie-4B98
H
~
3/910
0100/00
CUMBERLAND
1010194
vl
.3107.14
m TOTAL AMOUNT 'AID
llMoUKS
IECEIVEO IV ~:;~P~<I
MARY C. LE
REGISTER OF WILLS ~~
SEAL
CHECK. 14'7
TAXPAYER