HomeMy WebLinkAbout96-00214
Register of Wills of Clllnlle r 1 i1rHI County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Ellat. of
Josephine A. Jordiln
No.
also known u
SocI.a1 Security No. 013-03-8330
, DOOlI...d
Carol . Kirkland
RDO/"ltI1I., whO IL'&I' "'fUrl 01 aooe Of o~. appf)'(Ift) u:
(COMPLETE 'A' OR '8' BELOW:)
I:El ^- Proball end Grant 01 Lono,. T.stam.ntary and .W, hI Potiliono~.) WII1I flo neart...E.!.:);arned.. ...1a11 Wil of
ell Deoodon~ dalltd June 7, 1995 andcodici~') cIolOd N / A
s............ dtWft~... ~ ct.C1l'" aalCWJl,-'
E.tOllpt u Ionaw., DOOlldenl dd no! mlrry, WI' not diwroed, Ind dd not hlw . cNld born or adopted aner 118<Ulion ollhe doa.mOnll
ollal1ld 10, prebate; wu not1h1 .;c1im 01 a kJlling and WI' no"" odjudco18d ncompollnt:
o
B. Grant 01 Lone,s 01 AdminislIation
tclb.I\Ll.L;~N.lllll'Ml''''ef1l&.tI~1R/'lI:lfUM
PotJ1iono~'1 Iltar a preper .oardl h..Jhl.. locertoined ht Oecedentloh no Will and w.. ...-.;ved by tI>a lollowing .poult r~ Irry) ond
twin:
NatrG
ReIolionlhip
Residencl
(C-OMPtETE. IN AU CASES) AIWh Idd'O'\&l ahHtllI nte:d1MY.
Cumberland
Coll'lly, Ponnl'ftvanio. wi1h hi""er lutlanily
(. ,
Mechanicsburg, PA l7055-Ha"n{X1eo
Twp. )
Docodenl w.. domiciled II del1h In
or prineipall1l'idonaI at 1105 East powderhorn Road,
(hIIOHC. num~ ard m.nopalrty)
Deoodon~ then 77 yoarsollgo,ded February 25 .1g~"
Holv Spirit Hospital
(lD<:ol>Dnl
Docodantsldol1h owned proporty wi'" ...mltlld valu.. u Iollowl:
(II domioled in PAl An personal pnlporty
(II nol domicilod n PA) Pononal property in penn.yIvonlo
(II not domiciled n PAl Pononal property In Counly
Value 01 real "loto in Ponn.ytvanio
420,000.00
S
$
$
$
LLU,UUU.UU
ciOJatodulonows: 1105 East powderhorn Road, Mechanicsburg, PA 17055
Who",IoI1l, Patitionort.) re.poclluny requo.~.) 1he probolO 01 tIla last WII and CodiCIl!.) pre.ented will11hi. Pstitlon Ind 1h1 gran' 01
101\11.. in 1ho oppnlprioto Iorm to 1he under.igned:
dOl' nled name IlI'ld roi.oonce
CarollJ. Kirkland
8708 possum Hollow Road
Sllippensburg, PA 17257
Fonn.RW.1 PlOt' of 2
PI'paled b'f I'lt P.mlYtv&ni.l Ba.r .A.uoolbOn 1DO'
Oath of Personal Representative
Commonwenllh 01 Pennsylvnnln
Counly 01 Cumber land
The Petitioner(s) nbovo.nnmed swenr(s) or alfirm(s) thatlhe statements In lhe foregoing Pelltion aro Il\Je
and correct 10 the best 01 \l,o knowledge and benel 01 Petitionor(s) and lhal, as personal representative(s) 01
\he Decodent, Petitioner(s) v.ill well and tl\Jly adminis10r the es1alo according 10 law,
Swam 10 or alfirmed and subscribed (t/,)U)( fl. tJUrK.LClflC/
belore mo this '7 ffl day of
/'-In ftL:l_'O_9k..
. .
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MARYC . LEWIS
No,
21 - 96 - 214
Estate 01 Josephine ^. Jordan Deceased
Social Security No:_O 13 - 0 3 - 8 3 30 Dale 01 Death: February 25 , 1996
AND NOW, _____l1~~CH.J.h- ' 19 96 , In consideration
ollhe Petition on tho re'/erso side hereon, satisfactory prolll having been presenled belore me,
IT IS DECREED Ihat Letter.; (}} Testamentary 0 01 Administration
11.b.nLLA;~ .....C1\,1I~1a ~1I11""'''''''''''
are hereby granted to ___caJO~~8'. Kirkland
In Ihe above estate and thai thr. Instl\Jmonl(s) dated ,June 7, 1995
described In the Petition he admitted to pmbate nnd filed of record as the last Will 01 Decedent.
FEr.!;
,'.' ',.I
II ' ,/{ ,
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Reg.."" 01 Will. !
MARY C. LEWIS
Craig ^. Diehl C';r (1 't[,a
Leners ..................... ~
Short Certific:lle(s) .9..
410.00
/1 ;"
Renunciation ............
$__ 18.QL-
$---
Attorney:
Affidavits ( ) ............ s
Extra Pages (8)......... $
COdidl...................... $
JCP Fee ................... S
Invenlory .................. $
Other ....................... $,
to. No:
52801
3464 Trindle Road
24.00
Add"..:
Camp Hill, P^ 17011
5.00
Tolephone: (717) 763 - 7 613
TOTAL ............. $
457.00
~;.W,JJHE[f and order to Executrix on 3-12-96.
Pr~" by 1M PIPt'I'\IYtvl/li.t nil "uncut.., 100'
'lli~l~,t lliliU H1l0 (D,e,~ttt111(?llt
OF
JOSEPHINE A. JORDAN
I, JOSEPHINE A. JORDAN, of Hampden Township, cumberland
County, Pennsylvania, being of sound and disposing mind, memory and
understanding. do make, publish and declare this to be my Last Will
and Testament, hereby revoking and making void all previous Wills
and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as soon
after my death as reasonably possible.
However, my personal
representative need not accelerate and pay those unmatured
obligations which, in his, her or its opinion, it might be proper
and more advantageous to reta in or renew and pay as they become due
and payable. If I do not own a burial plot or a grave marker at
the time of my death, I authorize my personal representative, in
his, her or its sole discretion, to purchase a burial plot and to
erect a suitable grave marker at my grave, and to expend sums from
my estate for this purpose.
-, )
(! '/
t,
PAGE 1 OF 7
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
SECOND
I give, devise and bequeath to each grandchild of mine, an
amount not to exceed One Hundred Thousand Dollars ($100,000.00) for
the sole purpose of obtaining a college education from an
accredited university or college. In the event funds have already
been distributed to one of my grandchildren for the herein stated
purpose at the time of my death, then the amount given shall be
deducted from the maximum amount of $100,000.00 per grandchild.
THIRD
I give, devise and bequeath the rest, residue and remainder of
my estate, together with all insurance proceeds thereon of whatever
nature and wheresoever situate to my beloved children, CAROL A.
KIRKLl\ND and FREDERICK T. JORDl\N, JR., providing that he/she
survives me by sixty (60) days.
FOURTH
Should my children, CAROL A. KIRKLl\ND and FREDERICK T. JORDl\N,
JR., predecease me or die on or before the sixtieth (60th) day
following my death, then I give, devise and bequeath the rest,
residue and remainder of his or her share to their surviving spouse
and children who survive me by sixty (60) days, per stirpes. It is
further my desire that my personal representative, after
consultation with any heir or heirs of mine who survive me, and in
PAGE 2 OF 7
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
his, her or its own discretion, choose such articles from my
tangible personal property (exclusive of cash, stock certificates,
bonds, and all other tangible evidences of intangible personal
property) as he, she or it believes will be useful to such heir or
heirs or desirable for him or her or them to have, either from a
sentimental point of view or otherwise, and to deliver such
articles to such heir or heirs or among such heirs in equal or
unequal shares as determined by the further exercise of his, her or
its discretion, provided no other heir objects to the distribution.
All tangible personal property not so distributed is to be sold,
either publicly or privately, by my personal representative, adding
the proceeds of such sale or sales to my residuary estate and to be
disposed of in equal shares among my surviving heirs after payment
of my estate debts, taking into account the tangible personal
property otherwise provided to them.
FIFTH
Any devise or distribution under this Last Will and Testament
which is payable to my grandchildren shall be held in a separate
trust or account by the grandchild's parents to be disbursed solely
as stated in the second provision above. I direct that no Guardian
of the property or trustee shall be required to give or post bond
for the faithful performance of his or her duties in this or any
other jurisdiction.
PAGE 3 OF 7
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
SIXTH
I grant my personal representative the following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such property
remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting trust plan; to
delegate authority with respect thereto; to deposit investments
under agreements and pay assessments; and generally to exercise all
rights of investors, including but not limited to, the voting of
shares.
(c) To manage, operate, repair, improve, mortgage or lease on
any terms any real estate held or owned by my estate.
(d) To operate any business that I may own at my death.
(el To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or personal, without
regard to the principle of diversification or any other statute or
general rule of law in his, her or its absolute discretion, it
being my intention to give my personal representative the broadest
investment powers possible, providing such investments do not
unnecessarily prevent the prompt settlement of my estate.
PAGE 4 OF 7
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a part of my
estate in any manner and on such terms and conditions as my
personal representative shall see fit in his, her or its absolute
discretion.
(g) To borrow money for the payment of taxes or for any other
proper purposes in the administration of my estate, and to mortgage
or pledge estate assets as security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the united states of
America or the commonwealth of pennsylvania concerning estate and
inheritance taxes on any interests that may pass under this my Last
Will and Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and proper
by my personal representative for the proper, advantageous and
prompt management of the settlement of my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the management of
similar property owned in his own right, upon such terms and
conditions as to him, her or it may seem best and to execute and
deliver all instruments and to do all acts which he, she or it deem
necessary or proper to carry out the purposes of this, my Last will
and Testament.
PAGE 5 OF 7
,'/
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
SEVENTH
No interest of any beneficiary of my estate, either in income
or in principal, shall be subject to anticipation or pledge,
assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber his
interest either in income or principal, nor shall the interest of
any beneficiary be liable or subject in any manner while in the
possession of my personal representative for the liability of such
beneficiary.
EIGHTH
I nominate, constitute and appoint my daughter, CAROL A.
KIRKLAND, as Executrix of this my Last Will and Testament. In the
event my daughter is deceased, unable or unwilling to serve or
shall cease to serve for any reason whatsoever, then I nominate,
constitute and appoint my son, FREDERICK T. JORDAN, JR., as
personal representative of this my Last Will and Testament. I
direct that my personal representative shall not be required to
give or post bond for the faithful performance of his, her or its
duties in this or any other jurisdiction.
PAGE 6 OF 7
(c...
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
IN WITNESS WHEREOF, I
Will and Testament this
to this my Last
hereunto set my hand
'/ f)
day of .I ,( , ( (
, 1995.
/
3~c' 2.-
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'. ('__Ii, ~. ..-1.._" L, l.~" (- (
JOSEPHINE A. JORDAN
-')
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PAGE 7 OF 7
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
ACKNOWLEDGEMENT
COKKONWEALTH OF PENNSYLVANIA
COUNTY OF C v rv..b"...l""".l
.
.
I
SS
.
.
I, JOSEPHINE A. JORDAN, the 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
willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
; _\ t/ ( ~~J
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.~, . /, ({ (L( (.
JOSEPHINE A. JORDAN
Sworn or affirmed and acknowledged before me by JOSEPHINE A.
JORDAN, the Testatrix, this ?t(,:, day of Jv"'Q.
1995.
1
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I
NOTARIAL SFAL
DONALD SEMIC, Notary Public
Camp lIill Bora, Cumberland Counly
My Commission F.lnlrcs May 0, 1990
--...-..--..-
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
AFFIDAVIT
COKKONWEALTH OF PENNSYLVANIA
COUNTY OF {JvlY\h.....In~J
I
SS.
.
.
WE,
1(( ( t' '- l
,
'..\ ',,\ ,,',\, ^, and
-fT'PQ(1 r: NEI :STFR
to the foregoing document,
the witnesses whose names are attached
being duly qualified according to law, do depose and say that we
were present and saw Testatrix sign and execute the instrument as
her Last will and Testament; that she signed willingly and that she
executed it as her free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight
of the Testatrix signed the Last Will and Testament as witnessed
and that to the best of our knowledge the Testatrix was at the time
18 or more years of age, of sound mind and under no constraint or
undue influence.
,d!
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Sworn or affirmed and
subscribed
,? '-~
before
me by IlL ,; ~ , .
Ju.\f'
I/l":':,..11< ~~H..J
and r0Ai?*':::. H nST(:-Rthis
1995.
day of
(") i'"
,{ ~1/1{/-d1z4j;/,l<-
NOTMIAL SEAL
DONALD SEMIC, Notary Public
Camp 1111I Boro, Cumbellan~ Coun!y
My Commission Elpl:e~ M.W 6. 19~6
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May 14, 1996
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Dear Registar of wills:
Enclosed please find a check payable on the estate of
Josephine A. Jordan in the amount of $34,200. This represents a
prepayment of her Pennsylvania inheritance tax on an estate value
of $600,000. I understand that the 6% rate ($36,000) is
discounted by 5% ($1800) if prepaid within 90 days of her death.
This payment should be credited to the Estate of Josephine
A. Jordan (Social Security # 013-03-8330), PA Estate Number 2196-
0214. Please contact me at the address or telephone number below
if there are any questions about the processing of this payment.
I would appreciate it if you would send a note to me that
the payment has been received and processed. Thank you for your
assistance in this matter.
Sincerely,
C!.C/)([)( A. Kt,'C/2(a,1c(
Carol A. Kirkland, Executrix
Estate of Josephine A. Jordan
8708 Possum Hollow Road
Shippensburg, PA 17257
(717) 532-8727
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Clm'!'l FICNl'lOH aI' HaTleR UHDr.R RUT,R 5. G L~l.
H.:lme of Decedent: .1o!1l'phinl' ^. .10re10n
Date of; Deilth:
Fcbrui\[Y 25, 19%
\'Iill Ho,
21-%-0214
Admin. Ho.
To the RegisLer:
I certify that notice of beneficial interest required by
Rule 5.G(a) of the Orph.:lns' Court ~Rules was served on or mailed to
the following beneficiaries of the above-captioned estata on
Name
Carol J. Kirklonu
Address
8708 Possom lIollow Road
Shippensburg, PA 17257
U Mc^tee Dt'ive
Wnnaque, NJ 07465
8 McAtee Dt'ive
Wnnaque, NJ 07465
8 McAtee Dt'ive
Wnnaque, NJ 07465
Frederick T. Jordan, Jr.
Christina L. Jordon
Matthew F. Jordan
( con Unued on nex t page)
Hotice has now bean given
Rule 5.G(a) except
to all persons entitled thereto under
Date:
5/,/11-
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SJ.gnal:u}:<l
Name Craig A. Diehl, Esquire
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Address 3464 Trindle fload
Camp Hill, PA 17011
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TelephoneJ 717) 763-7613
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I fOR DAtlS Of DIATH AnlR 12/31191 CHICK HIAI
If A SPOUSAL -
I ~1~~~~~{:i~lrIS _C-LAl~-!~6l J
ICOUIHY CODE YEAR
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l,IU:III.I!!(,O'Hll!t ~[;[;'U!!
110<; E<lst Pa.'derhorn HOold
l'lr:chill1 ic:;burq. P^ 1705<;
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FilED IN DUPLICATE
WITH REGISTER OF WillS)
(OI.'.MCtH'o(ALft. I,.' Ht.I~~H,/.!; A
DH..~tMH,;~ 01 q-.tlOU(
DE,T ;1::'-1.("
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Ot'fDlt.lt) t,A...t 11,,!!I. '''!II. "';0 M:CCHl 1'..l'Aq
,Ionian. .Josephine ^.
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~ """''',11 \~.." ..Gii~;:;'I~~;:;:i-~.7\11 1\' ....~.. r:'.1 .... 1,1
0214
NUMBER
--Oi.'IO'-f-~tH- -
j 2/5/19
-. . .... .-- ....-_. --_. ..----.
j~:': AL !!t(l.",TT I.uyUl
L..... ____._________
s~'t::p!e-m(!nlal Re_lurn
r~ 1. Original Return
o A. limilrd Eltale [] 40. Fulu,e Interrlt Compromile
(for datu of droth ofte, 12,12.821
[36. Decrdenl Died hltate rJ 7. Dtcedrnl Mointainrd 0 lilling Trult
(Allo(h (Opy of Willi (Allech (Opy of Trult)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
20. If lint 19 is grealer lhan line 18, .nler Ihe diHerente on line 20. This is tha OVERPAYMENT.
a [Z!.. :r.n'lll~ t ,.1.'j.I' .. u... O-j'I'I.H 11.1.11:'. j oJ m: r:'J .'j'PI.'l'LoJ,l:l:,l'jul ~,I ~ -
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Craig A. Diehl. Esq.
THlPHCto( NU....UIl:
763-7613
-"'J:ou",-,-,O";-'O ",,,,,',.U(l'oi7ii-------
o 3. Remaindrr Return
(for doles 01 deoth prior 1012.13.821
Federal Eslale Tal( Relu,n Requirrd
X] 5.
.Q.. 8.
Total Number of Safe Deposit 8011U
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1. R'DI E"OIe 15ch.dul. AI
2. Stacks and Bondi (Schedule 01
3. Clol8ly Held SlockfParlnerlhip Interrlt (Schedule C)
A. Mortgages and Noles Receivable (Schedule 01
S. Calh, Bonk Deposits & MilCellaneaus Perianal Prope_rly
(Schedule EI
6. Jointly Owned Property {Schedule FI
7, Trc"f.n (5chedul. G) \5chedul. L)
8. Tolal Gran Anets 110101 lines 1.7)
9. Funeral Expenlu, Administrative Calls, MilCellaneous
Expenses (S(hedule H)
10. Debts, Mortgage liabililies, lienl (Schedule II
11. Tolal Deductions (Iatollines 9 & 10)
12. Net Value of Estole Iline e minus line 11)
13. Chariloble and Governmenlal Bequests (Schedule JI
lA, Nel Value Subject 10 Tax (line 12 minus line 13)
15. Spousal Transfers (for dates of death after 6.30.94)
See Inslructians for Appli(oble Percentage on Reve,,, (15)
Side. (Indude values ham S(hedule K or Schedule M.I
16. Amount of line 14 lallable 01 6% rote
(Indude values from Schedule K or Schedule M.)
17. Amount of line 14 taxable at 15% role
(Indude values 'ram Schedule K or Schedule M.)
18. Principal lOX due (Add tax from lines 15, 16 end 17.1
19. Credils Spoulal Poverty Credit Prior Poymenls
+ 34.20.0..00 +
(OMrLlH ... loll ING "OC&(~S
3464 Trindle Road
Ca:np !Jill. PA 17011
(1 ) _~J.9_&o.Q-,_QO
(2) _ -0-
13) -Q-
(41 -0-
(5) 373,328.99
(6)
(7)
29.914.68
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633.243.67
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32.822.13
4.675.94
(101
(11) 37,498.07
(11) 595.745.60
(13) -0-
(141 595,745.60
x,L= -0.-
x .06 = 35,744.74
x .15 = -0-
(16) 35.744.74
(19) 36.00.0.00
(20) 255.26
(16)
-0-
595,745.60
-0.-
(171
Dilcounl
1.800.00
Inlerelt
(21)
(21A)
1216)
21. If lint 18 is greoler than lint 19, enlar the difference an line 21. This is the TAX DUE.
A. Enter the inleresl an lh. balance due an line 21A.
B. Enl., Iheloto1 of lint 21 ond 21A on line 218. Thil js Ihe BALANCE DUE.
Mak. Ch.ck Payabl. to: R.gl,'., of Willi, Agant
\:<,,,.,':1:':'1:);(....: . >- ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ...(;' -, '.....,:", T.'
~nder penalliu a' perjury. I dedare that I ha~. e1tamined thil return, including accompanying sthedules and Itotements, and 10 the belt of my ~nowl.dBe ond belief,
II is Hu., conect and complele. I dedar' Ihal all real eslate has been reported ollrue marhl lIolue. Dedaratian of preporer other lhon the personal reprellnlotive js
bOled on all information of which prepor.r 1101 any ~nawledge.
)IGNATUll Of URSON IUPON!!lIL( 'Ol filING .(tUIN ADDllS!I oAul
8708 Possum 1I011o\~ Rd. Sl1ippensburg. P^ 17257 il21/qb
A[lC.(:'S D"t( I /
3464 Trindle Road. Cillnp lIill. PA 170n II JI 'Ii
I I
_IV.U01 IX. IUU) 't.
~'I"'l'~
11',:",'(\
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COMMOHWlAl11t Of '(NN~"V.t.Ut'"
nmtMllANCl IAI lllUJ:N
._" ..._ .d.__ 1!:.,tDIHI n(((D.IM.. ..
ESTAT(of ..,.
Josephine A. Jonliln
SCHEDULE A
REAL ESTATE
..,..._.... ._____4___..______ .........--.--.-.
.... ._._.n~_'_ .. _ -.--.--"..- .-..--....
. ""HI NUMBER'~~'~:"'.~ ':.'0=" ..~..=.=
21-96-0214
".. -- .. .--.. -- -.----.-...-...------.-..-....-....-.- - - ...-.- --..' ..- .~----_._._-_.__.._._.__. --.-...--
IP,~;;;,;~'i;,i.;.iy:o.;...n,.d wlth'Righ,'or s~,~i~~llhlp mu.1 b. dhclo..d on S.h.dul. FI All ,.01..101. .hould b. '.po,t.d 01101, ma,k.1 valu.
whl.h II d.fln.d a. II.u p,I.. 01 whl.h p,ap.,ly would b. QMchang.d b.two.n a willing buyo, and a willing ..II." n.llh., b.lng compoll.d
'.0.. b.'!..V.~,r_l.a..I~, _~~.I.h _ havlno. '('DIO~Dbl.__~no~l.d9._ of_t_~!~!.~._ya~~_r.nc.I_., -- ------. -----.-- -+- - .----------- ..---------.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
---.--..-- "..-- .---..--...
.-.. .+-'--'---" -..-----------------.--.------.--.--
$230,000.00
1.
Real property located at 1105 E. Powderhorn Road, Ilampden
Township, CU11berland County, Pennsylvania, nore specifically
described in the deed dated May 1, 1985 and reconled in the
Recorder of Deeds Office, Cumberland Gounty at Book F31,
Page 841.
(See attached Agreement for the Sale and Purchase of
Real Estate)
TOTAL (Aha entltr on line 1, Recapilulalion)
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If. AGaUMItHTr THIS AORr:.t.MEHT C'OI'ITAI"'S .,ne ....'HOLB^OItEEMENt IlCyv,'EEHTlte SELleR M40 BUYER. THERE "It!. NO OTHER '1ERM5. onLlO'"
TION3. COVEl'lA"''1S. REPRt'.5ENTATIONS. STATEMeNTS OR CONDITIONS. ORAL OR uttIERWISB. OP ^NV KIND WIl"T~nEVER CONctRNlfolO '1HIS
SAt.B. EXCEPT AS ATTACHED TO THIS CO~TRACT,
~ '.
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\ 1D0 Nol WrJle 10 This Spa(e]
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^OtNT nv:
_--------. srp u :1..--
5rH.la ___________.
t$EM)
__I!leAI,
U5"" II'"
APPRAISAL
Personal Property of :JUS til.0lL-Ll.I_Jt?-<l!JI.J Iltf '<_LL'(I~'d(':.I(tJlfL1-vJ I I1tYliJ3 9 ;Jl, Pc~
Appraised by Chuck E. Br~k_~~___^-U094~,=-- _~_. _ .___ ._u.______ Dat~8 - C'{._ '1
ITEM VALUE ITEM
--~- --_.__.~-,,----~----
/'?'(:f'f.!..I.'JCI~llCf!-!ci~A'~~- u!:U/'tL1X,1 CAll r
..!:1iit. "" OINUlf st.T IC~. &1,. ..J1~.~f_'iKf{J
I1fcPo (,ln7/.E ~/'-\t,\ /?1h~I..."'tJ c.',{..'3Au
,4 ::i:5!. /)/ -)It!' s .J.t D. Cc /2 (. C LIN/''-!.
IIss/. ;?vT'f-P4IJS /,1.1,Ou 5(t"/'1-1~///....'"
S Pc I1AI(,''J4I-fY /)//V.I.I'I I~H. ')"./I?' 'ItJd,l~
4- 'J -/<"-/06 tilL. (0",,)
stfr.5" LV'!"' Io/".t t'.a~
VALUE
/OC'.~o
,liD, C~
~,a,j
S ,:J.O 'c.
(..
70, CD
IO,t;
?O OJ
.2..0,IQ
,:l.Stl.l.:J
't'Ot t
/(O,H
0'1, Co.
~() 0 ~
. go (;.
qo cl
Ie (),60
3t;0 CD
IV" oJ
,2.o.ct)
50,0 ,
Ie, 'll
20, C~
,57). & U
ACO
tp,QC
SO,ao
.1b.O ;;
.!>1.160.)
t.(o,(, .:.
.)0 bC\
1.10.(0
'k u
,j 5
5O,()t.
.2.0.0c.:l
2a,tc
1,';,-. 0 c
/.-0"
NolJ
() 06
.><1,& u
/0,6
/0,4 D
IVa, ~ (,)
UJo 4 ~
10 ,O~
G:c,()C)
krct!
/Ll,d I
Id 0 ~
j Sb Lu
'0
I '14- L
.1V1S"'l"II~"1 I
. SCHEDULE F
COMMONW!A"HOJP!NNlnv"'" JOINTl Y "OWNED PROPERTY
lNHUI1...t~([ ,.... U1URN
l(~IDIN1 DICIDIN1
----------'-._~~"._~-~--- -.--.-.----"---- --_.._--~-- -----
EST ATE OF
Josephi no ^. .10111,111
FILE NUMBER
21-96-0214
JoInt Ionanl(')'
NAME
A. Frederick T. Jordan, Jr.
ADDRESS
8 l'lcAtee Drive
Wana~e. N.J. 07465
RElATIONSHIP TO DECEDENT
son
B.
C,
Jolntly.ownld propertYI
ITEM LEnER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET ',OINT. DECEDENT'S INTEREST
T, A 2/17/93 Harris Savings Bank $59,829.35 50~ $29,914.68
Certificate of Deposit
Acct. #18-66-228843
Date Opened: 2/17/93
0.0.0. Balance: $59,254.66
Accrued Interest: $574.69
TOTAL (Also enler on line 6, Recapitulation) S 29,914.68
{If mor~ SpDC~ is n~~dec:J insert additional sheets af some sjz~J
SCHEDULE H (CONTINUED)
PAGE 2 OF 2
ESTATE OF JOSEPHINE A. JORDAN
NO. 21-96-0214
Item No.
Description
Amount
9.
Texas Bureau of Vital Statistics -
Death Certificate
$
12.00
11.
Aetna Casualty - Homeowner's
Insurance
$
$
570.00
10.
A & A Decorative Design - Paint
20.99
12.
Carol Kirkland, Executrix -
Reimbursement of Telephone Expense
$
78.49
13.
Pep Boys - Battery for Car
$
52.99
14.
Kathryn W. Fetrow, Treasurer -
School Real Estate Taxes
$ 1,992.14
15.
Foremost Insurance - Homeowner's
Insurance
$ 3,267.56
16.
Chuck Bricker - Appraisal of Personal
Property of Estate
$
75.00
18.
L & M Lawn - Weeding, Mulching and
Maintenance of Lawn
$ 382.00
$ 1,882.00
17.
USF&G - Car Insurance
19.
Register of Wills, Cumberland County
- Filing Fee for PA Inheritance Tax
Return
$
15.00
20. Orphan's Court; Cumberland County - $ 17.00
Filing Fee for Family Settlement
Agreement
21. Cumberland Law Journal - Estate $ 60.00
Advertisement
TOTAL SCHEDULE H
$32,822.13
\ DEBT~C~:~~~~~ENT, \
_ __ _M~RTGAGE .llABlITIES AND ll~_ please Print or Type
FILE NUMBER
21-96-0214
..~u"I" 1'''1 ~
n~!i'~(\
... II'
(0......0"...1 '~l" of H"U"I~"'.;'"
1',"t'II,,'~(t u,.II'ut...
t1\;(llhltll(IOlttl
t....,:..;.-_.~
UtAlE OF
Josephine A. Jordan
,. -- ,. -...-----.-.-------
+.~__.__ n_____ --.--......--.----
DESCRIPTION
IlEM
NUMBER
\. d1~nical Bank _ Credit card Bill - Acct. #5422410608931406
------- --~-~--
2. UGI - Final Gas Bill
3. sammons communications - Final Cable TV Bill
4. Cbstetrics-Gynecology, rnc. - l-ledical Bill
5. Bell Atlantic - Final Telephone Bill
6. PP&L - Final Electric Bill
7. Internal Revenue service - 1995 Tax Form 1040
8. PA oepartrrent of Revenue - 1995 Tax Form pJ\40
9. Connor, Rich, Kearney - Medical Bill
10. West Shore erergency service - lImbulance Bill
11. Holy spirit Hospital - Medical Bill
12. Kathryn W. Fetra,./, Treasurer - County Real Estate Taxes
13. Blanche Guzowski - Check written prior to death that cleared
after death
TOTAL (Aha enler on line 10. Recapitulation)
(If more space is needed, inserl addilional sheels or some size.'
AMOUNt
$ 102.30
$ 171.12
$ 19.98
$ 4.74
$ 33.42
$ 41.00
$2,249.29
$ 226.00
$ 30.88
$ 522.97
$ 772.91
$ 466.33
$ 35.00
$ 4,675.94
.(....UUllt 11"1
~!~~
(OMMOUWUlltIOI.fllll\UVA!4IA
INHUIIANCI 'AI..fuaN
allIOfN' OfCfOfNI
SCHEDULE J
BENEFICIARIES
ESTATE OF
Josephine ^. Jordon
FILE NUMBER
21-96-0214
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RelATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Taxable Beques":
1. Carol J. Kirklond daughter 50,/; of residue
8708 Possan 1I011ow Road, Shippensburg, P^ 17257
2. Frederick T. Jonlan, Jr. son 50% of residue
8 Mc^tee Drive, Wanaque, N.J. 07465
3. Christina L. Jonlan grandchild $ 0.00
8 McAtee Drive, Wanaque, N.J. 07465
4. Matthew r. Jordan grandchild $74,132.00
8 Me^tee Drive, Wanaque, N.J. 07465
5. Kenneth D. Jordan grandchild $90,000.00
8 Mc^tee Drive, Wanaque, N.J. 07465
6. Stephen G. Kirkland grandchild $35,000.00
8708 Possum Hollow Road, Shippensburg, P^ 17257
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Go...ernmental BequesU:
1. None
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aho onl.r on lin. 13, Rocopilulolion) S
(If more space is needed, Insert addlltonolsheets of lome lin)
.
~~~rn @@~w
fu~t~,t Imill It.n0 W8~1taln~Ht
OF
JOSEPHINE A. JORDAN
I, JOSEPHINE A. JORDAN, of Hampden Township, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my Last Will
and Testament, hereby revoking and making void all previous Wills
and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as soon
after my death as reasonably possible. However, my personal
representative need not accelerate and pay those unmatured
obligations which, in his, her or its opinion, it might be proper
and more advantageous to retain or renew and pay as they become due
and payable. If I do not own a burial plot or a grave marker at
the time of my death, I authorize my personal representative, in
his, her or its sole discretion, to purchase a burial plot and to
erect a suitable grave marker at my grave, and to expend sums from
my estate for this purpose.
PAGE 1 OF 7
LAST WILL AND TESTAl1ENT OF JOSEPIlIllE A. JORDAN
SEJ::ONR
I give, devise and bequeath to each grandchild of mine, an
amount not to exceed One Hundred Thousand Dollars ($100,000.00) for
the sole purpose of obtaining a college education from an
accredited university or college. In the event funds have already
been distributed to one of my grandchildren for the herein stated
purpose at the time of my death, then the amount given shall be
deducted from the maximum amount of $100,000.00 per grandchild.
THIRD
I give, devise and bequeath the rest, residue and remainder of
my estate, together with all insurance proceeds thereon of whatever
nature and wheresoever situate to my beloved children, CAROL A.
KIRKLAND and FREDERICK T. JORDAN, JR., providing that he/she
survives me by sixty (60) days.
FOURTH
Should my children, CAROL A. KIRKLAND and FREDERICK T. JORDAN,
JR., predecease me or die on or before the sixtieth (60th) day
following my death, then I give, devise and bequeath the rest,
residue and remainder of his or her share to their surviving spouse
and children who survive me by sixty (60) days, per stirpes. It is
further my desire that my personal representative, after
consultation with any heir or heirs of mine who survive me, and in
PAGE 2 OF 7
Q (1.. Q
/ '.....
LlIST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
his, her or its own discretion, choose such articles from my
tangible personal property (exclusive of cash, stock certificates,
bonds, and all other tangible evidences of intangible personal
property) as he, she or it believes will be useful to such heir or
heirs or desirable for him or her or them to have, either from a
sentimental poir.t of view or otherwise, and to deliver such
articles to such heir or heirs or among such heirs in equal or
unequal shares as determined by the further exercise of his, her or
its discretion, provided no other heir objects to the distribution.
All tangible personal property not so distributed is to be sold,
either publicly or privately, by my personal representative, adding
the proceeds of such sale or sales to my residuary estate and to be
disposed of in equal shares among my surviving heirs after payment
of my estate debts, taking into account the tangible personal
property otherwise provided to them.
FIFTH
Any devise or distribution under this Last will and Testament
which is payable to my grandchildren shall be held in a separate
trust or account by the grandchild's parents to be disbursed solely
as stated in the second provision above. I direct that no Guardian
of the property or trustee shall be required to give or post bond
for the faithful performance of his or her duties in this or any
other jurisdiction.
PAGE 3 OF 7
"'\
\ !
.<-
.'
((, II
,-. v:
/
LAST WILL AND TESTAMENT 01-' JOSEPHINE A. JORDAN
!HJ<..TI!
I grant my personal representative tho following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such property
remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting trust plan; to
delegate authority with respect thereto; to deposit investments
under agreements and pay assessments; and generally to exercise all
rights of investors, including but not limited to, the voting of
shares.
(c) To manage, operate, repair, improve, mortgage or lease on
any terms any real estate held or owned by my estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or personal, without
regard to the principle of diversification or any other statute or
general rule of law in his, her or its absolute discretion, it
being my intention to give my personal representative the broadest
investment powers possible, providing such investments do not
unnecessarily prevent the prompt settlement of my estate.
PAGE 4 OF 7
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAll
(f) To scll or othcrwisc disposc of any propcrty, rcal or
personal, tangible or intangiblc, at any time forming a part of my
estate in any manner and on such terms and conditions as my
personal representative shall see fit in his, her or its absolute
discretion.
(g) To borrow money for the payment of taxes or for any other
proper purposes in the administration of my estate, and to mortgage
or pledge estate assets as security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the United States of
America or the commonwealth of Pennsylvania concerning estate and
inheritance taxes on any interests that may pass under this my Last
Will and Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and proper
by my personal representative for the proper, advantageous and
prompt management of the settlement of my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the management of
similar property owned in his own right, upon such terms and
conditions as to him, her or it may seem best and to execute and
deliver all instruments and to do all acts which he, she or it deem
necessary or proper to carry out the purposes of this, my Last Will
and Testament.
PAGE 5 OF 7
,
(L.ft
,
/
!I
^'
,/
LAST WILL AND TESTAMENT OF JOSEPHINE A. JORDAN
IN WITNESS WHEREOF, I
will and Testament this
hereunto set my hand to
7 day of O,-,C.A (
,;J-
this my Last
, 1995.
WITNESS: .
J-!i~c,2.-
/7
'.-- ' ',-")
'.....,~ I J,-,.<-~.'/ 6. '~,-:,I. CL~<-
JOSEPHINE A. JORDAN/
~Ur
PAGE 7 OF 7
LAST WILL AND TESTAHENT OF JOSEPHINE A. JORDAN
,
1\CKNOWLEDGEMENT
COMMONWE1\LTH OF PENNSYLVANI1\
COUNTY OF C.J "",b...",I,,'^-~
SS
I, JOSEPHINE 1\. JORDAN, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qual~fied
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last will and Testament; that I signed it
willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
C)~fA'A-L~ U/' ;:(
,JOSEPHINE A. JORDAN
:~/
/l .
\.!!.'-7-- C.[a.--t.
./
Sworn or affirmed and acknowledged before me by
JORDAN, the Testatrix, this ?~ day of Jv '" ~
1995.
JOSEPHINE A.
-lQ~aJ4 ~
I
NOTARIAL SEAl
DONALD SEMIC, Nolary Public
Camp HIli Bora. Cumberland Counly
My Commlssicn Exnir~s May 6, 1996
---
6~ 'it) -.:J'
BUREAU OF INDIVIDUAL TAXES
IHUEAIUNC[ TAX DiViSION
DEPT, laOtlol
llARAlSlUQC, PA 11ua-060l
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NDTlCE Of INIIERITANCE TAX
APPRAISEMENT, ALLOWANCE OR ~ISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAX
CRAIG A DIEHL ESQ
3464 TRINDLE RD
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(',
02-ID-97
JDRDAN
02-25-96
21 96-0214
CUMBERLAND
101
AMount RallH t.d
*
U'-I'" II '" III.tU
JOSEPHINE A
l
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
iiEV:is4i-EX"jiFP"nZ:9ijj"iioYicE--ci'F"i"NHERii'ANCn'-Ain-piiiiiiisEHEii'r;-,m:ciwANCE"ijli---.--m---".--"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JORDAN JOSEPHINE A FILE NO. 21 96-0214 ACN 101 DATE 02-10.97
If an assessment was issued previoUsly, lines 14, 15 and/or 16, 17 and 1B will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Lina 14 .t Spousal rat. US)
16. Allount of line 14 t.xabl. at Lin..I/Clall A rat. (16)
17. Allount of Lina 14 taxable at Collateral/Cla.s 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
05.14-96
TAX RETURN WAS. (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.d E.tot. (Sch.dulo A) U)
2. stockl and Bondi (Schedule B) (2)
3. Closely Hald stock/Partnership Int.r.st (Schedule C) (3)
4, Hortg.gal/Nota. Rac.ivable (Schedule DJ (4)
S. Cash/Sank Deposits/Hllc. Parlonal Prop.rty (Sch.dul. E) (5)
6. Jointly Own.d Prop.rty (Sch.dule F) (6)
7. Transfars (Sch.dul. G) (7)
8. Total Assat.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expansas/Adn, Costs/Hisc. Expans.s (Schadula H) (9)
10. D.bt./Moctg.g. Ll.bllltl../L1.n. ISch.dul. I) (10)
11. Total D.ductions
12. H.t Valua of Tax Raturn
13, Charitabla/Govarn..ntal Baqu.sts (Schadul. J)
14. Hat Valua of Estate Subjact to Tax
NOTE:
RECEIPT
NUMBER
AA1l2844
DISCOUNT (.)
INTEREST I-I
1.787.24
( I CHANGED
230,000,00
,00
.00
.00
373,328.99
29.914,68
,00
(61
32,822.13
4,675.94
ll11
ll2)
U31
U41
.00 X ,00=
595,745.60 X ,06=
,00 X .15=
(8)
AMOUNT PAID
34.200.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTEl To insure propar
cradit to your account,
sub.it the upp.r portion
of this fora with your
tax pay.ant.
633.243,67
37,498 07
595.745.60
.00
595,745,60
,DO
35,744,74
,00
35,744.74
35.987.24
242.50CR
.00
242.50CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
RESERVATION I
PURPOSE Of
HOTICEl
PAYMENT I
REfUND (CR) I
nn
c -.,
;'1 r
\G
--J
:u:'lJ
" !?
-.
I
1:"1
t:n
~
o
~
~
, N
Eatat.a of d.c.d.nta dying on or b.for. O.c..bar 12, 1982 -- If any future Int.ralt In ~.a.tat. l' tranaf~{r.a,
In po..alllon or .nJoy..nt to Cla.a a (collat.ral) b.n.flclarl.1 of the d.c.d.nt .ft.r ih....plralIDh 0' any .alit. for
II'. or for yaar., the Co..onM.alth h.r.by .xpraa.ly r...rv'l the rlllht to appral.. and all..a tranafar Inh.rltance Ta.aa
at the laMful CI.aa a (coll.taral) rat. on any .uch future Int.r.at.
To fulfill the r.qulr...ntl of S.ctlon ~1~0 of the Inh.ritanc. and [.tat. Ta. Act, Act 22 of 1991. 12 P,S.
Section U~O.
Datach the top portion of thla Notlc. and .ubalt Mlth your pay..nt to the Raglat.r of Will. prln1.d on the ravar.. aida,
--"ak. ch.ck or .on.y ord.r payabl. to: REGISTER OF MILLS, AGENT
All pay..ntl r.c.lv.d .h.ll flrlt b. appll.d to any Intar..t Mhlch .ay ba due Mlth any r..alnd., appll.d to the tax,
A r.fund of . t.. cr.dlt, which Mal not r.qu..tad on the Ta. Raturn, ..y b. r.QU..tad by co.pl.tlng an -Appllc.tlon
for Rafund of P.nn.ylv.nl. Inh.rltance and Eatat. Ta.- (REY-l]l]). Appllc.tlona ar. avallabl. at tha Dfflc.
of the R.glat.r of Willi, any of the 2] Rav.nua Dlatrlct Offlc.a, or by c.lllng the .p.clal 2~-hour
an'M.rlng ..rvlc. nuabar. for for. a ord.rlng: In P.nn.ylvanl. 1-800-]62-2050, out. Ida Pann'Ylvanla and
within loc.1 Harrl.burg ar.. (117) 181-109~, TOOl (717) 772-2252 (H..rlng I.palr.d Only).
OIJECTIONSI Any party In Int.r..t not .atlafl.d with tha .ppr.I....nt, alloManca or dl..llowanc. of d.ductlon., or ........nt
of tax (Includln~ dlacount or Int.raat) a. Ihown on thla Hotlc. au.t obJ.ct within II.ty (60) d.y. 0' r.c.lpt of
thlt Notice bYI
ADHIN
ISTRATIYE
CDRRECTIONSl
DISCOUHTI
PENALTYl
INTEREST I
--wrltt.n prot..t to the PA Dapart..nt 0' R.v.nu., Bo.rd of App..la, D.pt. 2alOZI, Harrl.burg, PA 1112a-I021, OR
--.Iactlon to h.v. the aatt.r d.t.r.ln.d at audit of the account of tha par.on.1 r.pre.antatlv., OR
--app.al to the Orphan.' Court.
F.ctu.1 .rrora dlacover.d on thla ........nt .hould b. .ddr....d In writing tOI PA D.part..nt of Rav.nu.,
Bur.au of Individual Ta.'I, ATTNI Po.t Alla.I..nt Ravl.w Unit, D.pt. 2a0601, H.rrl.burll, PA 17128-0601
Phone (717) 1a1-6505. 5.. pag. 5 of the bookl.t -In.tructlon. for Inh.rlt.nca Ta. A.turn for. R.ald.nt
Decad.nt- (REV-1501) for an ..plan.tlon of adalnlatratlv.ly corr.ctabl. .rror..
I' any t.. due la p.ld within thr.. Cl) c.l.ndar aontha aft.r the d.c.dent'. daath, a flv. p.rc.nt (5~) dl.count of
the t.x paid II alloM.d.
Th. 15~ t.x a~..ty non-p.rtlclpatlon p.nalty la co.put.d on the total 0' tha tax and Int.r..t ala.laad, and not
paid bafor. January la, 1996, the flr.t day aft.r the .nd of the tax a.ne.ty p.rlod. Thla non'p.rtlclpatlon
p.n.lty I. appealabl. In the a... aann.r and In the the .... tl.. p.rlod aa you would app..1 the ta. and Int.ralt
th.t ha. b..n ..I....d aa Indlcat.d on thll not Ie..
Intar'lt I. charged b.glnnlng with flrlt day of dellnqu.ncy, or nln. (9) .ontha and on. CI) day fr08 the data of
d.ath, to the d.t. of pay..nt. Taxaa which bacaaa dellnqu.nt b.for. January I, 19aZ b.ar Int.r'lt at the ra1. of
Ilx (6~) p.rc.nt par .nnu. calcula1.d at a dally rat. of .OOOI6~. All taxa. Mhlch baca.. d'llnqu.nt on .nd aftar
January I, 198Z will b.ar Inter..t at a rata Mhlch will vary fr08 cal.ndar y.ar to cal.ndar ya.r with that r.t.
announcad by the PA D.part.lnt of Revenue. Th. appllcabl. Int.r..t rat.. for 1'8Z throullh 1997 ar.:
'!!!r Intlr..t Ra1a Dally Intl"lt Fftctor :!!!r Inter..t Rat. DailY Intl,..t Factor
198Z 20X .000541 1911 'X .000Z~7
1981 16~ ,0001038 1988-1991 1l~ .000301
19a~ 11;( .000301 199Z 'X .OOOZU
1915 UX .000356 1993-199~ 'X ,000192
1986 10~ ,OOOZ1~ 1995-1991 'X .000lU
--In1.,.lt II calculat.d .. follo"lI
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlce 1.lu.d .ftar the tax b.co... d'llnqu.nt will rafl.ct an Intara.t calculatlDn to flft..n CIS) daYI
b.yond the date of the al.a,I..nt. If pay.ent I. .ad. aft.r the Int.ralt co.putetlon date .hoMft on the
Hotlc., addltlon.1 Int.r..t .u.t b. calculat.d.
IHV.UOOflt 1"HI
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
JORDTIN. JOSEPIIlNE ^. 1105 F.rlSt po.....derhorn Rond
~OiI"'l~i(u.ilY'i7UM'li-.--.-~- (Iol'l 01 01...111 \"'" 0""'" , "MCChan,iCS,bUrg" P^ 17055
" ~:,~,~,?,::"~,::.?,,,. ...., ,." "'" .... .,~~~?L:-6Ju(i'''~&~I~-~~Mi'''-- CMI'Mo",~,t~~~-Ml,q~"'''C''Oll''
o 1. O"o;nol R.tu,n IXI 1, Suppl.m.ntol R.,..n IJ 3, R.molnd" R....n
(lor dallu of deolh prior 10 12.13.82)
o 4, Um;,.t1 E..ot. [.\ 40, [u'". In.....' Comp,omh. 0 5, rod.,ol Eo.o.. To. R.'..n R.quh.d
(lor dolO' 01 deolh ohor 11.12.81)
06. D.,.d.nt o;.d T.Ilo'. IJ 7, O.,.d.n' Molntoln.d 0 U,;no Tou.' _B. To.ol Numb., 01 Sol. O'poli' Bo...
(AUoch copy 01 Willi (AIIDch copy 01 Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
HAM! COMPIlU MAltiNG olOOll~\
~
,..9,:~t...:9r-
-/ifI~
(OMMOUWloll1t1 Of f'(flfl~ytVAflIA
tllPAM1MfHI Of fllVluut
DIP'. "01:001
tlA.-II~!~I_UIlG~_PA._I ~~'n Ot.O~
OlClOIHI'1o tUMI IIA\I, "'1101, AfW MIOOI! I"IIIA\I
%
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..
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..
Crnig ^. Diehl, Esquire
IIlErtlOtH NUMIl'
I 71~ 763-7613
1. R.ol EI'o'. IS,h.dul. Al ( 11
2. S.ockl ond BondI (Sch.dul. BI (21
3, Clol.ly H.ld Stock/Por'n."hip In'''.'' (Sch.dul. C) ( 3 I
4. Morlgago' and Nolel Receivable (Schedule DI (4)
5. COlh, Bank Depolill & Milcellaneous Penonal Properly ( 51
ISch.dul. EI
6. Join"y Own.d P,op"'y (Schtdul. FI ( 61
7, T,on.I... (Sch.dul. GIISchtdul. L) (71
B. Tolal Grall Anell (totolline, 1.7)
9. Funeral Expenlel, Adminillrative COlli, MiscellaneouI (91
Expenlel (Schedule H)
10. Debll. Mortgage liabilitiel_ liens (Schedule I) (10)
11. Total Deductions (tolallinel 9 & 10)
12. Net Value 01 Eltale (line 8 minus line 11)
13. Charitablo and Governmenlal Bequelll (Schedule J)
14. Net Value Subjecl1a Tax (line 12 minuI line 13)
15. Spousal Tronlfen (for dates 01 death aher 6.30.94)
Soe Inltructions lor Applicable Percenloge on Reyene
Side. (Include valuel Irom Schedulo K or Schedule M.)
16. Amounl of line 14 taKable at 6% fate
(Indudo valuel from Schedule K or Schedule M.)
17. Amount 01 line 14 la.ll.oble at 15% rate
(Indude value, from Schedule K Of Schedule M.)
lB. Principalto.ll. due (Add tax from line' 15, 16 ond 17.)
'9. Credit, Spou,ol Povorty Credit Prior Payment'
+
lOR DATIS 01 DIATH AnlR 12/31191 CHICK HIRI
II A SPOUSAL
PO"IRTY_ CRlD!LIS 5lAIMID _CJ
flU NUMBIR
21
COUN-'.Y.CODE
'J6
YEAR
0214
NUMBER
1l1(IO'U,.!t(,OMI'HII AlJ0111o!t
3464 Trindle Road
Camp Hill, P^ 17011
.....
':': ~-:: '[;
-,
~:..'
I
906 ;30 :1
','")
{B 1
906.30
2J..,.608. 4 4
(Il)
(121
(131
(141
21,608.44
(JO ,702. 14l-_
(20,702.14)
(1,242.12)
(.1.24.2...12)-
+
(191
1201
ll..242.12)
20. If line 19 il grealer than line 18, enler the difference on line 20. This is the OVERPAYMENT,
DllQ
1211
(21AI
(21BI
21. II line 18 i, greater than line 19, enlef the difference on line 21. Thil i, the TAX DUE.
A. Enter the inlluelt on the balance due on line 21 A.
B. Enter the lotal of line 21 and 21A on line 11B. Thi, i, tho BALANCE DUE,
~~~_' C~YDbl. 10: R.ghter 0.' W1111, AU..nl
~ > BE SUR.E TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~
Und., p.nolt;.. 01 p.rjury, I d.clo,. Ihot , ho'. ..om;n.d .hi. r.lUrn, ;ncludino occompony;no "h.dul.. ond ..ol.m.n", ond.o.ht b.Il 0\ my knowl.dO. ond b.li.I,
;. ;. tru., co".ct ond compl.'.. I d.clor. .ho. 011 r.ol o.tol. ho. b..n ,.porlod 01 tru. morkel ,olu., O.clorotion 01 pr.po'.r oth.r ,hon ,h. p...onol "pr...nto'i" ;1
balod on all information 01 which preparor hot any ~nowlodge.
'~I~" 01 ,,",Oil ""0''''''' '0' "i,"GiTiiii;;--,;oO"" 8708 Possum 110110\'1 Road 0."
~ri 19. cf_____--------MeChaniCSbUr.9.-P^--11055 3/28/97
,->'1'''.''''' oU/j;:' "". ...11 ",,,,,,H."" .oo.m 3464 T:indlc Road ".11
_ _ i ~.11J",Jt~f'r"""'-o-~U,-,-..- _.__Ci.lInp-lIill,.p^.....l7011- -. ------ y~~.I97
Act #48 of 1994 provides for tho roductlon of tho tax ratoslmposod on tho not valuo of transfors to or for
the use of the spouso. The ratos as proscribed by Iho statuto will bo:
e 3% (.03) will be applicable for estates of decedents dying on or aftor 7/1/94 and bofore 1/1/96
e 2% (.02) will bo appllcablo for estates of decodents dying on or after 111/96 and boforo 111197
e 1% (.01) will be applicable for estates of decedents dying on or aher 1/1/97 and bofore 111198
eSpousal transfors occurring on or aher 1/1198 will bo oxompt from inheritanco tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
:ill.. ~
1. Did decedent make 0 Iransler and:
a. retain Ihe use or income of the properly transferred, .......................................................
b. reloin Ihe right to designate who sholl uso Ihe property Iranslerrod or ils income, ...............
c. retain 0 reversionary inlerest; or ...................................................................................
d. receive the promise for life of either payments, benefils or caro~ .......................................
2. If dealh occurred on or before December 12, 1982, did decedent wilhin lwo years preceding
dealh transfer property wilhoul receiving adequate consideralion~ If death occurred alter
December 12, 1982, did decedent transfer properly wilhin one year of dealh wilhoul receiving
adequate consideralion~ ..........,..,' ........... ..............",....... .........,....".... .....",....,.."",..,..,',.
3. Did decedent own on 'in Irust for' bonk account 01 his or her dealhL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
..
x
x
x
x
x
x
x
~
"...,\0111' 1"'1
\~
,,~'r;, ,9.
'.~j j' .'
.... .;r,lh-
COMMOHWf AlltI 01 rl NtUYIVAtUA
INIlfllltAt4Cl lAX .nuI"
.1\IUIHI_OICIIUH.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PloOle _~r!nl_ or Typo
filE NUMIII'Il
21-96-0214
ESIATE or
JCSEl'lIIN8 A. JORDi\N
IAII propllly iolntly"ownad willi tha R~urvl\loftl,lp mUll h. dltelo..d on SIII.dur. FI
-- --.---.-.-- ----.---------.-.-----.-.--
ITEM
NUM8ER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Refund of prepaid School Taxes 1/31/97 to 7/1/97
840.97
2.
Refund of Prepaid Sewer Fees 1/31/97 to 4/1/97
Refund of prepaid Trash Fees 1/31/97 to 4/1/97
$
$
$
43.33
22.00
3.
TOTAL (Also enler on Iino 5, Reea ilulalion) S
906.30
IAlInth utltlilionnl OYtH )( "" .h..,. il molt 'poCt it neaded.)
J!)-'/{\ .:i'
BUREAU OF INDIVIDUAL TAXES
INHERitANCe taX DIVISION
DEPt. laDftOI
IIARRI5IUAC, PI 11111'0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
.,
'-'
~*
CRAIG A DIEHL ESQ
3464 TRINDLE RD
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11,.,,"111".11.'"
03-17-97
JORDAN
02-25-96
21 96-0214
CUMBERLAND
1D1
JDSEPHltlE A
Allount R...l tt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE. To Insuce pcopec ccedlt to youc occount, subalt the uppoc poctlon of this foca with youc te. peyaent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
fEV:Hjiii.EX-jii:ii.ni3:m-.-........-iNHEiiiTANCE-iiiif"si..iifEHENi-OF.ACCOliiif.-...-._._........_.......
ESTATE OF JORDAN JDSEPHINE A FILE ND.21 96-0214 ACN 101 DATE 03-17-97
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAVMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE DF LAST ASSESSMENT OR RECDRD ADJUSTMENT. D2-03-97
PRINCIPAL TAX DUE, ------------------------- ...
....._--_._._---_.._~._-_.__..._-..-._-
PAYMENTS (TAX CREDITS).
PAYMENT
DATE
D5-14-96
02-24-97
RECEIPT
NUMBER
AA112844
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,787.24
.00
35.744.74
AMOUNT PAID
34,200.00
242,50-
35,744.74
.DO
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN $1,
NO PAVMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI.
YOU MAV BE DUE A REFUND, SEE REUERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
---:":)
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>-:
;':
,2.:>.r..
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f'- ,--
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top porUo:rltHhls NoUn and lub.U with
the r.v.rle lid..
your pay..nt .ad. payable to the na.e and addr...
PAYttENTI
D.t.ch the
prlnt.d on
If RESIDENT DECEDENT ..k. chick or .oney ord.r payable tOI RECISTER OF WILLS, AGENT"
If NON-RESIDENT DECEDENT .ak. ch.ck or 1l0nlY ord.r payabl. tOI COHHONWEALTH OF PENNSVLVANIA.
REfUND (CA)I A r.fund of a taM cr.dlt, which wa. nat reque.t.d on the TaM Rlturn, .ay b. r.qu.lt.d bv co.pl.tIng an
"Application for Refund of P.nnlylvanla Inh.rltanc. and Eatate TaM" (REV-I]I]). Appllcatlonl are available at
the Office of the R.gllt.r of Willi, any of thl 25 Rev.nu. Dlltrlct OffIc.1 or fro. thl O.part.ent", Z'-hour
tna...rlng ..rvlc. nueb.r. for for.. ord.rlngl In P.nnaylvanla I-OOO-]62-20S0, out,ld. Penn.vlvanla
and within 10c.1 Harrllburg .rea (717) 707-0094, TOOl (717) 172-2252 (H.arlng I.palr'd only).
REPLY TOI au.atlon. r.gardlng .rror' contained on thl, notlc. .hould b. addr.a..d tOI PA D.part.ent of R.venue, Bur.au
of Individual TaM", ATTHI Po.t AI..I...nt Review unit, Dapt. 200601, Harrl.burg, PA 17120-0601, phon.
(717) 787-6505.
DISCOUNT 1
If any tax due I. paid within thr.. (]) calendar .onthl aft.r the dec.dent., death, a five p.rcent (5~) dllcount
of the tax paid Is aUow.d,
PEHAlTYI
The 15X tax alln.aty non-participation penal tv I. co.puted on the total of the tax and Interelt .a...a.d, and not
paid b.fore January II, 1996, the flrat day after the .nd of the tax aen.aty p.rlod.
INTEREST 1
Int.r..t I. charg.d b.glnnlnll with flr.t day of delinquency, or nine (9) .onthl and one (1) day fra. the date of
d.ath, to the date of pay.ent. TaM.' which b.ca.. delinquent before January 1, 1982 b.ar Int.r'lt at the rate of
.Ix (6X) p.rc.nt per annuli calculated at a dally rate of .000164. All ta.'1 which beca.. d.llnqu.nt an and aft.r
January 1, 1982 will b.ar Int.r..t at a rat. which will vary fro. calendar y.ar to cal.ndar year with th.t rat.
announc.d by the PA O.part.ent af Ravenu.. The appllcabl. Intereat ratel for 1982 through 1997 ar.s
Y.ar Int.r.at Rat. Oallv tntereat Factor
Y.."
tntereat Rat.
nallv Int.relt Factor
1982 ZOX .000S48 1987 9X .000247
1983 16X .0004]8 1981-1991 IIX .000501
198' IIX ,000501 1992 9X .000247
1985 \SX ,000556 1995-1994 7X .000192
1916 lOX .000l7' 1995-1997 9X ,000247
--Int.r.at 11 calculated .. fo1l0WII
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. II.ued aftar the tax b.co... dellnqu.nt will r.flect an Intere.t calculetlon to flft.en (15) deYI
beyond the dete af the a""I..nt. If pay..nt I. .ade .ft.r the Inter..t co.putetlon dat_ Ihown an the
Hotlc., additional Inter'lt euat b. calculat.d.
"
FAMILY SETTLEMENT AND FINAL RELEASE
IN THE
ESTATE OF JOSEPHINE A. JORDAN
KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS, Josephine A.
Jordan, late of Hampden Township, Cumberland County, Pennsylvania,
deceased, died on February 2S, 1996, having first made her Last
will and Testament, which was duly executed on June 7, 1995, and is
duly recorded in Cumberland County, PennAylvania, Estate No. 21-96-
0214.
WHEREAS, the said Josephine A. Jordan. by the aforesaid Last
will and Testament, namp.d Carol A. Kirkland as Executrix of said
Last will and Testament;
WHEREAS, the said personal representative has gathered the
assets of the estate of the said decedent and the assets consist of
real property and personal property to a total value of
$684,353.88, as set forth in Exhibit "A", which is a statement of
account of the said personal representative, and which is attached
hereto and made a part hereof, and marked Exhibit "A";
WHEREAS, the debts and deductions, including the payment of
inheritance tax in the said estate, amount to $125,470.51, leaving
a balance for distribution of $SS8,883.37, also as set forth in the
statement of the said personal representative, which is attached
hereto and made a part hereof, and marked Exhibit "B";
NOW THEREFORE, KNOW YE, that we, Carol A. Kirkland, FI'ederick
T. Jornan, Jr., Christina L. Jordan, Matthpw F. Jordan, Stephen G.
Kirkland, and Kenneth D. Jordan being the sole heirs under the Last
will and Testament of the said decedent, and being the person
entitled to inherit under said Last Will and Testament, do hereby
acknowledge that we have this day have and received from the
aforesaid personal representative in full satisfaction and payment
of all sum or sums of money, legacies, bequests, and devises as are
given, devised and bequeathed to us by the said Last Will and
Testament, which amount we have received this day, and which is the
amount set opposite our name in the table nnd schedule of
distribution in said statement attached hereto and marked Exhibit
IIC";
AND, WE do hereby stipulate that in order to avoid the expense
and time involved in the filing of a formal account and schedule of
distribution, we each agree that no account lS necessary and we do
hereby agree and consent to distribution being made without the
filing of an account and schedul~ of distribut~on, the same to be
with the same force and effect as if it had been filed and
confirmf'd by t.he Orphan's Court Division of the Coun of Common
Pleas of Cumberland County.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~vtY\I:'LgL.^N'~
SS.
..-..,c p,
On this ,7\ c> day of March, 1997, before me, the
undersigned officer, personally appeared Carol A. Kirkland, known
to me (or satisfactorily proven) to be the individual whose name is
subscribed to the foregoing instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
My Commission Expires:
NOTAAIAL SEAL
HELEN E. RASMUSSEN, Notary Public
Camp Hill BorouQh, Cumborland COIlnty
MyComml..lon ExpirosAuQ. 2. 1999
I {L-c .~~.-
Notary public
(SE'ALl
STATE OF NEW JERSEY
COUNTY OF fA.SSI1/C-
SS.
On this /1 fI.- day of /J >'l~/.e , 1997, before me,
the undersigned officer, personat11 appeared Frederick T. Jordan,
Jr., known to me (or satisfactorily proven) to be the individual
whose name is subscribed to the foregoing instrument, and
acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
My Commission Expires:
DOROTHY BANTA
NOTARY PUBLIC OF NEW JER5EV
My Commission Expires May 2 ~C{ll
(SFliL)
STATE OF NEW JERSEY
COUNTY OF Po S 3':l1 c..
U /-"
On this 2 I day of
SS
D.~('
, 1996, before me,
the undersigned officer, personally appeared, Christina L. Jordan
known to me (or satisfactorily proven) to be the individual whose
name is subscribed to the foregoing instrument, and acknowledged
that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
My Commission Expires:
.10\/~:;: ; !I\;,t.tri
liOTAllY PtJ8i.1G OF t,iW JERSEY
My Commission Expires Nov 6. 2001
(SEAL)
STATE OF NEW JERSEY
COUNTY OF PO~SQI~
SS
On this 3 D -/tI day of ])p(e.(l'\ 1'J.t/
, 1996, before me,
the undersigned officer, personally appeared , Matthew F. Jordan
known to me (or satisfactorily proven) to be the individual whose
name is subscribed to the foregoing instrument, and acknowledged
that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
My Commission Expires:
CUl O-vt-
(SP.AL)
JOYCE IW1:\~H
MNOTARY!'.UfJlIC OF New ,IERSEY
y COmml,.lon [~pl'r'< ., 6
l., '.ov .2001
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF ('v, \ It:'A..I-'L AN'"
""'I II..,
On this I~S day of
I\, lClIoL ~ \
'I
, 199(1, before me,
the undersigned officer, personally appeared, Stephen G. Kirkland
known to me (or satisfactorily proven) to be the individual whose
name is subscribed to the foregoing instrument, and acknowledged
that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
My Commission Expires:
NOTAAIAL SEAL
HELEN E. RASMUSSEN. Notary Publlo
Camp Hili Borouoh. Cumberland County
My Commission Expire. Aug, 2. 1999
L Lf..'J< .
Notary --Public
.J
(SEAL)
STATE OF NEW JERSEY
COUNTY OF (os,,;(\. \ c...
SS
On this 2.'{th day of
De Ce.vn be..---
, 1996, before me,
the undersigned officer, personally appeared , Kenneth D. Jordan
known to me (or satisfactorily proven) to be the individual whose
name is subscribed to the foregoing instrument, and acknowledged
that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
My Commission Expires:
(SE1\TJ)
JOY~',i: r::' r';' \:T
NOrAn\' dJi::L1S C:: t;;:';1 JI-HSEY
My Commission Expires NO'1 6.200\
FIRST AND FINAL ACCOUNT OF THE
ESTATE OF JOSEPHINE A. JORDAN, LATE OF
HAMPDEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
DATE OF DE~TH: FEBRUARY 25, 1996
PRINCIPAL ACCOUNT
DEBITS
Your Accountant charges herself with the following:
REAL PROPERTY
(1) Personal Residence situate at 1105 East
powderhorn Road, Hampden Township,
Cumberland County, Pennsylvania.
Recorded in the Recorder of Deeds
Office, Cumberland County, Book F 31,
Page 841
PERSONAL PROPERTY
(Date of Death Values)
(1) York Federal Savings and Loan
Checking Account #090-675661
Principal Balance $727.40
Accrued Interest S 0.29
(2) York Federal Savings and Loan
Savings Account #010-190036
Principal Balance $7,541.19
Accrued Interest $ 14.21
(3) York Federal Savings and Loan
Certificate of Deposit #800-14845
Principal Balance $51,706.77
Accrued Interest $ 214.25
(4) York Federal Savings and Loan
Certificate of Deposit #800-16621
principal Balance $20,725.68
Accrued Interest $ 75.24
(5) Dauphin Deposit Bank and Trust Company
Certificate of Deposit #8100660972
Principal Balance $5,232.35
Accrued Interest $ 5.84
E X H I BIT nA"
$230,000.00
$ 727.69
$ 7,555.40
$ 51,921.02
$ 20,800.92
$ 5,238.19
- -, -- "-~-....~
DEBITS (continued)
(15) First Federal of Harrisburg
IRA plan - n1834117087
Principal Balance $7,569.39
Accrued Interest $ 24.92
(16) Northwestern Mutual Life
Access Fund
Account n510354116
$ 7,594.31
$ 60,946.90
(17) First Federal of Harrisburg
IRA Plan - n1834117080
Principal Balance $ 3,337.03
Accrued Interest $ 11.00
(18) Harris savings Bank
Certificate of Deposit #18-66-228843
Principal Balance $59,254.66
Accrued Interest $ 574.69
$ 3,348.03
$ 58,829.35
(19) Brickers Auction - Furniture Sales
$
280.00
(20) Interest Earned by Estate
$ 17,872.20
TOTAL PRINCIPAL DEBITS
$684,353.88
E X H I BIT
nAil
CREDITS
Your Accountants ask credit for payments made from principal
Account as follows:
Date
03/14/96
03/14/96
03/14/96
03/14/96
03/14/96
03/14/96
03/14/96
03/14/96
03/21/96
03/21/96
03/21/96
03/21/96
03/23/96
03/23/96
03/28/96
03/28/96
04/01/96
Description
Dauphin Deposit Bank - Estate
Checking Account Printing Charge
Carol A. Kirkland - Reimbursement
for Funeral and Probate Costs
Chemical Bank - credit Card
Liability
UGI - Heating Expense
Sammons Communications - Cable Bill
Obstetrics-Gynecology, Inc. -
Medical Bill
Kathryn W. Fetrow, Treasurer -
County Real Estate Taxes
Craig A. Diehl, Esquire - Attorney
Fees
Bell Atlantic - Telephone Expense
PP & L - Electric Expense
Register of Wills, Cumberland
County Additional Short Certificates
Myers-Harner Funeral Home .. Funeral
Bill
Internal Revenue Service - 1995
Federal Tax Liability
PA Department of Revenue - 1995
Pennsylvania Tax Liability
Eichelberger's - Water Filter Repair
C.W. Fritz - Furnace Repair
Blanche Guzowski - Check Written
Prior to Death that Did Not Clear
E X H I BIT "B"
Amount
$ 17.62
$ 1,485.68
$ 102.30
$ 171.12
$ 19.98
$ 4.74
$ 466.33
$ 4,000.00
$ 33.42
$ 41. 00
$ 21. 00
$ 6,130.00
$ .1,647.45
$
226.00
$
$
$
13 .91
169.96
35.00
Date
04/10/96
04/18/96
04/18/96
04/18/96
04/18/96
04/24/96
04/24/96
04/28/96
05/04/96
05/04/96
05/04/96
05/14/96
05/14/96
05/14/96
05/16/96
05/18/96
OS/24/96
OS/25/96
OS/25/96
05/31/96
06/07/96
CREDITS (continued).
Description
Carol A. Kirkland - Beneficiary
Distribution
C. W. Fritz - Thermostat Repair
PP & L - Electric Expense
Hampden Township - Sewer/Trash Fee
UGI - Heating Expense
Bell Atlantic - Telephone Expense
Frederick T. Jordan, Jr. - Estate
Distribution
Matt Golding - Lawn Mowing Service
UGI - Heating Expense
Internal Revenue Service - Additional
Federal Tax Liability
Texas Bureau of Vital Statistics -
Death Certificate
Register of Wills, Cumberland County -
Prepayment of Pa. Inheritance Tax
Matt Golding - Lawn Mowing Service
Chris and Michael Rigby - Wedding Gift
social Security Administration -
Return February Benefits Received
Matthew Jordan - College Expense
PP & L - Electric Expense
Bell Atlantic - Telephone Expense
A & A Decorative Design - Paint
Aetna Casualty - Homeowner's Insurance
UGI - Heating Expense
E X H I BIT nB"
Amount
$ 5,000.00
$ 70.24
$ 17.00
$ 98.00
$ 130.71
$ 12.15
$ 5,000.00
$ 35.00
$ 93.25
$ 601. 84
$ 12.00
$ 34,200.00
$
55.00
$ 10,010.00
$ 1,079.00
$ 600.00
$ 22.40
$ 12.15
$ 20.99
$ 570.00
$ 10.30
~
11/22/96
11/22/96
11/30/96
11/30/96
12/14/96
12/14/96
12/14/96
12/30/96
12/30/96
01/12/97
01/12/97
01/12/97
01/12/97
01/18/97
01/22/97
01/22/97
01/12/97
01/31/97
01/31/97
01/31/97
01/31/97
CREDITS (continued)
Description
cumberland County Law Journal - Estate
Advertisement
The Sentinel - Estate Advertisement
UGI - Gas Bill
Bell Atlantic - Telephone Service
Matt Golding - Lawn Maintenance
PP & L - Electric Service
Foremost Insurance - Homeowner's
Insurance
UGI - Gas Bill
Bell Atlantic - Telephone Service
Hampden Township - Sewer and Trash
Chris & Mike Reaby - Moving Expense
Fred Jordan - Moving Expense
Carol Kirkland - Moving Expense
L & M Maintenance - Clean Residence
L & M Maintenance - Clean Residence
Bell Atlantic - Telephone Service
PP & L - Electric Service
Prudential Thompson Wood - Sales/
Brokers Commission
Louis J. Adler, Esquire
Disbursement Charge
Louis J. Adler, Esquire - Federal
Express Charges
Real Estate Environmental Services -
Water Test
E X H I BIT "B"
. Amount
$
60.00
$
$
$
$
$
$
64.69
105.69
12.21
15.00
53.75
684.24
$
$
$
$
$
$
$
$
137.01
12.21
98.00
162.40
269.50
79.62
200.00
330.00
$ 16.74
$ 59.37
$ 16,100.00
$
35.00
$
17.50
$
110.00
~
01/31/97
01/31/97
01/31/97
01/31/97
01/31/97
01/31/97
02/06/97
02/15/97
02/15/97
CREDITS (continued)
Descriotion
Kathryn W. Fetrow - Tax Certification
PA Department of Revenue - Realty
Transfer Tax
Bowers Pest Control - Pest Inspection
Hampden Heights - Homeowner's Fees
1996-1997
American Home Shield - Home Warranty
Kathryn W. Fetrow - County Real Estate
Taxes 01-01-97 to 1-31-97
UGI - Gas Service
UGI - Gas Service
PP & L - Elect.ric Service
TO BE PAID Register of Wills, Cumberland County -
Filing Fee for PA Inheritance Tax
Return
TO BE PAID Orphan's Court, Cumberland County -
Filing Fee for Family Settlement
Agreement
TO BE PAID Law Offices of Craig A. Diehl -
Attorney Fees
TO BE PAID Law Offices of Craig A. Diehl -
Tax Return Preparation Fees
. .
Amount
$ 3.00
$ 2,300.00
$ 30.00
$ 22.17
$ 360.00
$ 38.29
$ 199.91
$ 48.57
$ 43.57
$ 15.00
$ 17.00
$ 9,631.74
$ 475.00
TOTAL PRINCIPAL CREDITS $125,470.51
E X H I BIT "Bn
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
v
BUREAU OF INOIVIOUAL TAXES
INHERITAHCE lAX DiViSION
DEPr. ZaotlOl
HARRtsauRC, PA 111~a'DbOt
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIONS ANO ASSESSHENT OF TAX
CRAIG A DIEHL ESQ
3464 TRINDLE RD
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-28-97
JORDAN
02-25-96
21 96-0214
CUMBERLAND
101
AIIQunt He.Ht.d
I~
IU_Ihlll,"III.11I
JOSEPHINE A
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 .....
ifiv:i54TEiCjiFP--foj-:97Y-iioricE--ciF-YNHERiTANCE-':AX-iippRiiisEHEiir;-jiLi."ciwANCE-OR-----m-----m-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JORDAN JOSEPHINE A FILE NO. 21 96-0214 ACN 101 DATE 07-28-97
TAX RETURN WAS: I I ACCEPTEO AS FILED
1 X) CHANGED SEE ATTACHED NOTICE
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Aaount of Lina 14 .t Spousal rat. (15)
16. Aaount of Lina 14 taxable at lin..I/CI... A rat. (16)
17. A~t of Llna 14 taxable at Collateral/CI... Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHEHT
DATE
05-14-96
02-24-97
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAIS~D VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. R..I Estat. (Schedule AI
2. Stocks and Bonds (Schedule 8)
3. Clos.ly Hald stock/Partnership Intarest (Schedule C)
4. Hortg.gas/Hat.. Recaivabla (Schedule OJ
S. Ca.h/Bank Oaposits/Hisc. Personal Property CSchedul. E)
6. Jointly Owned Property ISchedule F)
1. Transfers ISchedule G)
8. Total As..ts
NO. 01
RETURN
III
121
131
141
ISI
1&1
171
.00
.00
.00
.00
906.30
.00
.00
ISI
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/AdM. Costs/Misc. Expenses CSchedul. H) (9)
10. Debt./Hortgage Liabilities/Liens CSchedule I) CIO)
11. Total Deduction.
12. Net Value of Tax Return
13. Ch.rit.ble/Govern~ent.l Bequests ISchedule J)
14. Net Velue of E.tate Subject to Tax
21, 570.15
.00
1111
llll
1131
1141
NDTE:
.00 X,OO:
575,081.75 X .06:
.00 X' 15:
1181
RECEIPT
HUHBER
AA112B44
REFUND
OISCOUHT It I
INTEREST/PEN PAID (-I
1,725.25
.00
34,200.00
242.50-
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
SUbMit the upper portion
of this for. with your
tax pay"ant.
906.30
" . ~70 1 ~
20,663.85-
.00
575,OBl.75
.00
34,504.90
.00
34,504.90
35,682.75
1,177 .85CR
.00
1,177 .85CR
. IF PAlO AFTER OATE INOICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERYATION: E.tata. of dac.d.nt. dying on or b.for. D.c.~.r lZ, 198Z .- I' any future Int.r..t In the ..t.t. Is tran.f.rr.d
In Po.....lon or .nJoy.ant to Cia.. B (collat.ral) b.n.flcl.rl.. of tha d.c.dent afl.r Ih. ._plratlon of any ..tat. for
llfa or for ya.r., Ih. Co..onw..lth h.r.by ..pre..ly r...rv.. the right to .ppral.. and ...... Iran.f.r Inh.rltanc. Ta...
at the lawful Cia.. B (collal.rall rat. on any .uch future Inl.r..t.
PURPOSE OF
NOTICEI
To fulfill the r.qulr...nt. of S.ctlon Zl40 of the Inherltanc. and E.tat. Tax Act, Act 21 of 1995. (72 P.S.
Section 9140 J.
PAM"TI
D.tach the top portion of thl. Notlc. and .~It with your pay.ant to Iha R.gl.t.r of Will. prlnt.d on the r.v.r.. .Id..
..Hak. check or lon.y ord.r paYllble tal REGISTER OF HILLS, AGENT
REFUND (CRh
A r.fund of a ta_ cr'dlt, which WIlS not requ..ted on the Ta_ A.turn, ..y b. rlqu.ltld by co.pl.tlng an ~Appllcatlon
for Alfund of P.nnsylvanla Inh.rltanc. and Eltatl Ta.~ IAEY-1313). Appllcatlonl are avall.bl. .t the Of'lc.
of the A.ght.r of Wills, .ny 0' the 23 R.v.nua Dhtrlct Offlcel, or by call1ng the Ip.clal Z4-hour
an.warlng .arvlc. nu.b.r. for for.. ord.rlngl In P.nn.ylvanla 1.800-362-2050, out. Ida Penn.ylvanla and
within local Harrl.burg ar.a (717) 787-8094, TOOl (117) 17Z.Z25Z (H.arlng 11P.lrad Only).
OIJECTIONSI Any party In Int.r..t not .atl.fl.d with the appral..aent, allowanc. or dl.allowanc. of deduction., or a......ant
of t._ Uncludlng discount or Int.ra.t) a. .hown on thlt Notice IN.t obJ.ct within .IMty (60J dayI of rac.lpt of
thl. Notice by:
AD"IH
ISlRAflVE
CORRECTIONS:
--wrltt.n prot..t to the PA D.part..nt of R.venu., loard of Appaals, a.pt. Z8102l, Har,.hburg, PA 171l8.10n, OR
--.Iectlon to h.v. the .att... d.t.r.lnad at audit of the account of the p.r.onal r.pr..entatlv., OR
--app..1 to the Orphan." Court.
F.ctual .1'1'01" dl.cov.r.d 0' thl. a.......nt .hould ba addr....d In writing tor PA D.Plrt.ent of R.venua,
lur.au of Indlvl~al Ta.a., ^TTNr Po.t A......ent R.vl... unit, a.pt. Z80601, Harrl.burg, PA 17128.0601
Phon. (717) 187-6505. 5.. pag. 5 of the bookl.t ~In.tructlon. for Inh.rltanc. Ta. A.turn for a A..ldent
aecadant~ (REY.ISOl) for an ._planatlon of Id.lnl.tr.tlv.ly corr.ctabl. .1'1'01".
DISCOUNTr
If any t.. due I. paid within thr.. (3) c.l.ndar .onth. .'t.r the d.c.dant". d.ath, a flv. p.rcent (5%) discount 0'
the t.. p.ld I. .Ilowld.
PENALTY I
Th. 15X t.. .an..ty non-participation pen.lty I. co~tad on the tot.1 of thl t.. and Int.r..t .......d, and not
p.ld bafor. January Ie, 1996, the flr.t d.y aft.r the .nd of the tax .ana.ty p.rlod. Thl. non.partlclp.tlon
penllty It eppaalabh In the .... .anntr and In the the .... U.. period II you would appe.1 the t.. and Int.r..t
that h.. been .......d a. Indlc.t.d on thl. notlc..
INTEREST:
lnt.r..t I. charg.d beginning with flr.t d.y 0' delinquency, or nln. (9) eonth. and one (1) day frow the date of
death, to the d.t. of p.YII....t. Tu.. which ~... delinquent b.fora Janu.ry I, nez b.ar Inter..t at the rlt. of
.1. (6X) percent p.r annua c.lculated It a d.lly r.t. of .000164. All tax.. which bee... d.llnquent on and I,t.r
January I, 1982 will b..~ Int.r..t at I rat. which will v.ry fro. cal.nd.r y..r to calend.r y.ar with that r.te
announced by the PA C.p.rt..nt of A.v.nu.. Th. .ppllcabl. Int.r.st r.t.. for 1geZ through 1'97 aral
'!!!! Int.r..t Ret. aelly Int.rnt Factor !!!! Int.r..t Aata D.lly Int.r..t F.ctor
1982 :OX .000548 1981 'X .000Z47
1983 16:C .oooue 1988.11)91 1I:C .000301
1984 IU .000301 I": OX .000Z47
1985 I3X .000356 1993.1994 n .000192
1... lOX .00027tt 1995-1997 'X .000Z47
--Int.r..t II calculated .. follow.:
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
....Any NoUe. I..uad .ft.r the tax b.co.... delinquent will r.fI.ct an Int.rut calcul.tlon to flft.." US) dan
b.yond the d.t. of the .n....ent. If payaent It lid. .ft.r the Int.r..t co.POtaUon data shown on thl
Notice, addltlonll Inter..t lU.t b. calcul.ted.
Ily.,arou!,-")
"~:i,~:$l,,
...ffi.,.
COMMONWEALTH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
BUUAU 0' INDIVIDUAL TAXIS
DEPT. 280601
HARRISBURG. PA 17128.0601
DECEOENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
H
C-l/
Rc:?(i \ e~(lT~-t(-'Xd
d Uc. t'OI\ \ f WI -\ \, '-
d 1" t '- 0 r d <;. (- t \ \ .
(-j (I;. I "J (\ \ \ ( '._,..1 (-, \) \..... d ~ -
, I t:. r IJ (, ~ ~.~ c.I ': u: J r: .,1- ~
r~ <. (I <!U..-- J. + L ~ - <, -
~
TAX EXAMINER:~~':'\\L_GJ (i:\'\.lJl-1=.!..L------------ PAGE
./ 3.o~
v 15~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~i*
'!I.UIIII "'111.111
08-11-97
JORDAN
02-25-96
21 96-0214
CUMBERLANO
101
JOSEPHINE A
BUREAU OF INDIVIDUAL TAXES
INtIERIlANC[ lAK DIVISION
OEPr. zaDoOl
HARRISBURC, Pi 11US-ObOI
CRAIG A DIEHL ESQ
3464 TRINDLE RD
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Allount R...ltted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-21-97
PAYMENTS (TAX CREDITS):
HOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax pay.ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiv:il.oTEX""FP-nl3':m-------.iiii-iNHE'iiiTANcE-iAiCsTAiEHEtii-OF-ACCOljfii--ii..-----m-------------
ESTATE OF JORDAN JOSEPHINE A FILE NO.21 96-0214 ACN 101 DATE 08-11-97
THIS STATEHENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATEO ACN IN THE NAHEO ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, ANO, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
05-14-96 AA112844 1,725.25 34,200.00
02-24-97 REFUND .00 24Z::S0-
07-23-97 REFUND .00 1,177 .85-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
34,504.90
.00
.00
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS OATE, SEE REVERSE
SIDE FOR CALCULATION OF ADOITIONAL INTEREST.
C IF TDTAL DUE 15 LESS THAN .1,
NO PAYHENT 15 REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR),
YDU HAY BE DUE A REFUNO. SEE REVERSE SIDE DF TNIS FORH FOR INSTRUCTIONS. )
.00
PAYMENT I
Datach the top portion of thl. Hotlca and lub.lt with your pay.ent aada payable to the na.a and addre..
printed on tha ravar.a ,Ida.
If RESIDENT DECEDENT lalla check or ..onlY order payable tal REGISTER OF WILLS, AGENT.
If HOH.RESJDENT DCCEOENT lake check or aonay order payable to: COHHOHWEALTH OF PENNSYLVANIA.
REFUND (CR)I A refund of a taM cradlt, which wa. not requl.ted on thl TaM Raturn, .ay be raqua.tad by coapletlna an
MAppllcatlon for Rafund of Plnn.ylvanla Inhlrltancl and Estata Tax" (REy.t515l. Application. ara available at
tha Office of tha Rlalstlr of Wills, any of thl 25 RlVlnue DI.trlct OffiCI. or frol thl Olpartalnt'. 2~.hour
an.werlnG 'Irvlca nuebers for for.. ordlrlnGI In Plnn.ylvanla 1.800.562.20~0, out.ldl Plnn.ylvanla
and within local Harrisburg area (711) 181.8094, TOOl (111) 172-22~2 WearinG lapalred only),
REPLY TOl
Qul.tlon. rlglrdlng error. contalnld on thl. notlcl .hould ba addrl..ed tal PA Dlpart.ent of Rlvlnue, Bureau
of Individual laxa., AIINI Po.t A..a..alnt Rlvlew Unit, Dept. 180601, Harrl.burg, PA 11128.0601, phone
(117) 181.6505.
D15COUNll
If any taM due I. paid within threa (5) calandar .onths aftlr the decadent's death, a flva percent (~~) dl.count
of the taM paid Is allowed.
PENALTY I
Iha 15~ taM a~e.ty non.partlclpatlon plnalty I. coaputed on the total of the taM and Intare.t a..e..ed, and not
paid bafore January 18, 1996, tha flr.t day after the and of the tax aana.ty parlod.
INTEREST:
Intera.t I. charged beglnnlna with flr.t day of delinquency, or nine (9) .onth. and one (I) day froa thl data of
death, to tha data of pay.ant. la.a. which bec..a delinquent bafora January 1, 1982 bear Intara.t at the r.ta of
.IM (6~) parc.~t par annu- calculatad at a dally r.t. of .000164. All taM.' which bac... dallnquent on ~ aftar
January I, 1982 will be.r Int.ra.t at a ratl which will vary frol calendar yaar to calandar yaar with that rata
announcad by the PA Dapartaant of Rlvanua. lhe appllcabla Intara.t ratl' for 1982 through 1991 aral
Vur
Intlre.t R.ta Dally Intlr..t Factor
Vaar
Inter..t R.ta
Dally Intara.t Factor
1982 zaX .000~48 1987 'X .000247
1985 16~ .000U8 1918.1991 11~ .OODSOI
198" 11~ .000501 1992 'X .0002"7
1985 UX .DODS56 1995-1994 7X .000192
1986 I'X .00017" 1995.1997 'X .000247
--lntarut II calculat.d .. follow. I
INTEREST ~ BALANCE OF TAX UNPAID X NUNBER OF OAYS OELINQUEHT X DAILY INTEREST FACTOR
..Any Notlca I..uad aft.r tha tax bacoa.. dallnquant will reflact an Int.rl.t calculation to flftaen (15) day.
beyond the data of tha ........nt. If peYlant I. .ada aft.r the Intlra.t co.putatlon data shown on tha
Notlca, additional Intara.t IU.t ba calculatad.