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, 'A SPOUSAL '''I
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, flU NUMnlR
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COUNTY COOE
INHERITANCE TAX RETURN
RESIDENT DECIiDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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Ma'" Chllcll: Poyobl, 10: ".yhl., of W~!t.. AS_I'll . _. __
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13uI Slrn!ford Road
--C=p Hill, PA 17011
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20906
~60~ Iln~He",_L~u~,-.;;;.1."er S;orlr~
State St., U4~tl$LutSI.PA lil01
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COMMONW[AlTH Of PENNSYlVANIA
INHERITANCE TAX REtURN
RUIDENT OECEDfNT
SCHEDULE F
JOINTLY-OWNED PROPERTY
Lynn A. Es LeI'
-------------- ----'~=_=---- -'---1 FiiENUMBER
ESTATE OF
JoInt tononl('):
NAME
A, Phyllis E. Hc1ntosh
ADDRESS
2604 !layvlew I.ane
Silver Spring, lID
RELATIONSHIP TO DECEDENT
llauHhtcr
20906
B,
C.
Jointly-owned property:
ITEM LEnER DATE
NUMBER FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF
JOINT OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 1O/~7 Real estate situate at 1307 82,900.00 50% 41,450.00
Strafford Road, Lower Alien
Twp. , Cumberland Co., PA
(Lot No. 5, lIlock V, Highland
Park). Sold on 03/04/96.
See settlement sheet nttached.
-
2. A I're- Checking Acel. No. 5140018846, 1,596.68 50% 798.34
1994 I'NC lInnk. See attached letter.
3. A I'rc- Certificate of Oeposit No. 20,089.52 50% 10 ,044.76
1994 0753261 H!2, Harris Savings
lIank. See attached letter.
4. A Prc- Honey Harket Accl. No. 41.762.65 50% 20,881.33
1994 0705001305, Harris Sav In!~s
!lank. See attnched letter.
5. A Prc- Short Term !lond Fund, Accl. No 16,534.39 50% 8,267.20
1994 93983~38ll-3, Scudder ] nvestor
Services. See D. t tnclwd leLLer
6. A Pre- Spartan Government lncome 17,287.97 50% 8,6/.3.99
1994 Fund, "eel. 453/0460435407,
Fidelity Investments. See
--
attached letter.
_J i
.-------
TOTAL (Allo entor on line 6, Recapitulation)
S 90,085.62
(If mo,e Ipace il needed insert additional sheets 01 some sIze'
"ol\II".I'U,
. ,
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
tOMMQUWI.A,l1ll 01 p(tm~Yl\l^,jIA
IWl(tlllM4(( 1M /l(lUtlU
NI')IOWIOIClOI'"
ESTATE OF
ITEM
NUMBER
!.ynn A. EsLl'1'
-~---_... -".----..,.---...-- .~~_._. - ...._-_..._-.-,-_.
DESCRIPTION
1.
A. Funeral Expens..:
parthcmure Funeral Ilome, New CumherlanJ, P'\
l.
B,
1.
2.
Funernl service - mutilc anu refresluncl1l
Administrative Cash:
Personal Representative Commissions
Social Security Number of Personal Reprosentalive:
Year Commissions paid - .
Allorney Fees Narvln Beshore. Esq.. I.ll. 1/31979
3. FDmily ExempliDn
Claimonl _____
A.
C.
1.
2.
3.
4.
RDlolionship
Address of Cloimanl 01 deced.nl's dealh
Slreel AddrDss
I
I
I
\ Pleas. Print Dr Typ.
I FILE NUMBER
I
Cily ____
.- ..-.--_.__._----_._-~--'-
_,5101. ____,__ Zip Cod.__~_,___
P,abDI. F..s lnheritance Tax I{eturn
Miscellaneous Expense..
Chuck Bricker, Auctioneer - appraisal of household goods
One-haH (50%) of settlement charges on sale of real estate
on 03/04/96; ~ settlement sheet attached.
Snow removal at real estaLe. 01/2B and 02/0&/96
One-haH (5Ui.:) of expenses In malntalnln~; real estaLe until
settlement on U3/04/96:
UG!
I'I'&!.
Bell ALlant lc
Penna. ^mcrican \~alcr Co.
TOTA!.
$11.2.34
20.02
10.37
3.35
$Tic;:C)-1i
AMOUNT
$ 7,377.10
115.00
1,000.00
15.00
50.00
3,193.43
45.00
88.04
------...---...--..--..---..----- ~.~._-------
TOTAL (Also cnlc' on line Q, RccDpilulalion) I S II ,B83. 57
(If more space Is n.eded, Inserl additional sheets of same slz..)
IlVl\IlIhll<lll _~.~~
, -~
(OAA"'O'.""',AUH O' "NN\lW."'Ol"
IW'III'A"'C,t.u'lIuU.
.nIDINlDICIClINI
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Plaa.a Prlnt,!,r Typo.,
rLE NUMBER .____
ESTATE OF
Lynn A. ESLCp
ITEM
NUMBER
DESCRIPTION
AMOUNT
$ 89.73
214.47
106.19
28.48
66.00
85.61
19.98
1. HasterCard. I'NC Hank
2. UGl - gas
3. I'P&L - electric
4. Pennsylvania-American Water Co. - water
S. Lower Allen Township - sewer/trash
6. Bell Atlantic - phone
7. Sammons Communications - cnble television
TOTAL (Aha onler on line 10, Recapitulalion)
(If more space is needed. inser' additional sheets 0' some size.)
s
610.46
,-- -INsTRUCTloNl,--------------
-- -ilIC~;h;R~p~rl-I~lol.;_~ly, _n_ ----------,--------,-------- '------
(2) Stoc~,: li~1 in detail cyc'Y common 0' preferred certificate. warrant or other rights found in box, Slocks ore
10 be designated by nomo of company. certificate number, dole of certificato, namo in which stock is regislerod,
and number of shares and clan of slock.
(31 Obligation. of U. S, Government: Number 01 item., dole 01 issue, face vDlue, name. in which r.gi'lered
and Iyp. 01 ownership, i,." jainlly held, payable an dealh, .'c,
(4) Bonds: Designate by name. amounl, sorial "umbo,. or other designation. (Bearer Bonds)
(5) Bank and Saving. and loan Passbooks: Slole name 01 depa.itar, number 01 book, 10.1 dale appeDring in
book, nom. of bank Dnd branch, and balance,
(6) J.welrv. Cain.. Stamp.. Manuscripts. ete: li.1 and de.crib. D' fully a. passibl.,
(7) Doeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: list and describe as
fully D' passibl.,
(8) All ather contents.
SAFE DEPOSIT BOX INVENTORY
Page _
__ 01 ______
- -------
ITEM
NO.
ITEM DESCRIPTION
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t--u-, ,,- ..--'-------- '--------------- ----- -l
t~DE. PENALTY OF PE'tiiURY THAliHEA80VE RE-coRills I PERSON RECEIVING COPY OF------'------------'---~
CORRECT,J'.~D_C'O~~lET_E,IO -'HE_'l!.lI_l:)~~! KNOWLEDGE _~~8H1EFJ SA~POSIT 8.oX IN'!'ENTORY,___ _ __ , _ ___, "
!lIGrIA.tulfl ../ .------ ISf~'~llt
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- ,-","-" r',' ./' _ ; _!.._o ILJ_LL~ (_ _ t'/ILJILV-Io "" "
P P NAM! ~ ~ -'. vJ ,rlllNl NAM ~~lt,,,,ufr., Arr1hlrlllAff fll)IIIIION
I C_, k -:-;'. ~,,'jll), , J'jIY/I/_:;' L 1)/cl/LU:;1i
lPIl,I.' flUl" 'lllr(, .\rrJV)rlllAII lh_lr
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I" ...,u"..I",.1 ' ; Ad""",\t"""'l"")
i/( , IJ/
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N~~~~l~
New Cumberland Office
99 Old 'i ork Road
New Cumberland. I'ennsylvania 17070
717/77.\-4555
January 23, 1996
Phyllis E. McIntosh
2604 Bayview Lane
Silver Springs, MD 20906
Dear Ms. McIntosh,
As of December 28, 1995 the balance in the certificate and Il'Oney
market were as follows:
certificate - $20,089.52 0753261182
Il'Oney market - $41,762.65 0705001305
Again, I wish to thank you for your patience and understanding.
If we can be of any assistance in the future please feel free to
call us at the above number. Our hours are Monday through
Wednesday 9 JIM to 4: 30 PM, Thursday and Friday 9 JIM to 8 PM, and
Saturday 9 JIM to 3 PM.
Sincerely,
\..&~
Stacey Witrrer
COTTIlunity Banking Supervisor II
SCUDDER
.
ScudJl.'r In\'l'Slllr Sl'r\'icl's, Inc.
5,I751\IIr" SOUClIIlIl'l,KC, SlUlc 711)
S.1l1 DIC~II, CA V!I!I
tel. 61V (,SS SIXXl
February 9. 1996
LYNN A ESTEP
PHYLLIS E MCINTOSH JT TEN
1307 STRAFFORD RD
CAMP HILL PA 17011.6207
Scudder Short Term Bond Fund
Account NUmUl:!T': 00939636::00
LYNN A ESTEP
PHYLLIS E MCINTOSH JT TEN
Dear Ms. McIntosh:
This letter is to verify the value of your Short Term Bond Fund. account#
939838388.3 as of December 28. 1995. On that day the price per share of your
Short Term Bond Fund was $11.35 and the amount of shares you had were 1456.775.
This would give you an account balance as of December 28. 1995 of $16.534.39.
I hope you find this information helpful. If you have any further
questions please feel free to contact myself or any of our representatives at
1.800.225.5163. Our representatives are available from 8:00 a.m. to 8:00 p.m.
eastern time Monday through Friday.
Sincerely.
~-~_.
, ?" .
~- - ~ ~ _.--/'
. -,....- -J '"'T' --~---
~ .. ...-- -- - -
Tim Pantaleon
Registered Representative
TPIZOll!li!i!J
20193755
Iloca R.1wn
lIoston
Chic.lgo
Cincinnati
Los An~c1cs
New York
I'hiladclph;a
Ponland, OR
San Diego
S3Il Francisco
Affiliates:
London
Tokyo
..
L. SETTlEMEllT CHAnGES .-- 'J~-) 2--
IOU TOTAL SALES/DUCKER'U cOMMH;!ilou l..ud on p'k-;,--oiJi-9 00. O'U-5-:-0-----
DIVISion ul CO""lH!.~IO" (lulu IllO) .1!.lulluWl< Total : .$4~ 14 !J~itr----
101$ 4145.00 lu CEII'11TH\' 21 - UilEllEMAll
7UZ S to
CUfllIJllsslon 'IRut n1 ~lolllll'1I11/11
~,L1IL1t.1UlI ~;1^1I MUll
!',tll" ~
PAiil FilUM .,. - -.-jmoFficHr--
UO''''OW[I1'~ . 'Snl'\lR'S
FUUU9 A T FUNDS A'
DtTTL[M[IlT SETTLtMtllT
103
IU4
000 ITEMS PAYAOLE IN CONIlECTIOIl WlTtt LOAN
no I luulI Orloinnllun r nu 1 . 000 ,.
602 lonn Dn.counl 1 . 000 ?'.
IHlj ^1)lIf<1lsal fun In
ou.. CfIHliI UOpOlllo
nos lumlals In!;pncllon 1=00
BUG Morluaoo hl$urnnco Applll:nllon FnultJ
nU1. ASbumplioll fuo
VA l'UND.
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., \..~.....~ .1:1""..'., - a !o'
4145.00
COLlJMIIIA tlA'l'I~ INC.
COI.lJMIJIA tlA'l'L INC.
CoLmlUIA r.jii'l'L$2'l5 POC
COLlJMIIIA UA'l'I. $55 POC
COl.UMIIIA NA'l'I. IllC.
'1 ~Tif: !ll'-
'--'/9ir. !;(j-
!iO.O()
uuo
000
010
011.
000 ITEMS REQUIRED OY LENDER TO OE PAID IN ADVAUCE
001,1"10'051110'" 03/04196 1003/31/96 0$
002. Mortgago Insuranco PlOmium lor mo 10
U03. Hozard Insurnnco PrOrnllJfTl for yrs.10
DO.a, VIS, lu
VE'l'EIlAtlS ADMItlIS'l'IlA'l'IOtl
IIIlO.5U
15. 31tctay
420.60
!.lOS,
1000, RESERVES DEPOSITED WlTtl LENDER FOR
1001. Hazard InsurllllCO 4 mo. @ $
1002. Mortoago Insuranco mo. @ $ ~
1003, CllyfTown lax mo, a $
1004, Cou"ly lax 2 , 010, a $
1005. Assossmonts mo. C $
100G, SCHOOL 10 mo,aS
1001, OlD, @ S
1008, AGGR. ADJ. '"0, a S
1100, TiTlE CHARQES
1101. 5011l0lOonl or closing foo 10
1102. ALJslrncl or 11110 50meh 10
1103 Titlo QXilminahon 10
1104. Tillo insuranco bindar 10
liDS. Documont preparation 10
1I0G Nola.y 100. 10
1101. Attornoy's 109s 10
(includes abovo itoms No.:)
t lOa. Tillo Insuronco to
(includo. obovo iloms No,:)
lundor's covorago $
Ownor's covorago $
16.58 IfIla
IfIlo
Imo
22.87 Imo
Ima
65.27 /11I0
Ifllo.
Imo.
:::::'0;.
G r. 2 70 ,.~.,":-f~'1~<i:.t,t~ftrr*;~J>~<,,:
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-19 0 . 97 :' :(::t?::tr:(~~~})ft/t:;~fi{gli:
PROFESSIONAL ABSTRACT IN(
I
10.00--1
CASH
MARVIN
1109.
1110.
III t.
1112
1113.
1200, GOVERNMEUT RECORDlIlQ AND TRANSFER CHARGES
1201. [lOCDldiJlUfDOS: DODdS 12.00 MoJlgauuS 20.00
1202, CiIY/CDUJlfy lax/slamps: DODd S 829. OOMorluago $
1203, Slalolax/slamps: DODd S 829 . 00 MoJlyaYD S
1204,
1205,
1300, ADDITIONAL SETTLEMENT CHARGES
1301, Survoy 10
1302, Po.lln.poclion 10 HOME PAIlAMOUN'l'
1303, HOME INSP. EtlVIIlOQUES'l'
1304,96 CO/TWP. MAR\' ANN PRIOIl
1305, EX. MAIL PROFESSIONAL ABS'l'RACT
1400, TOTAL SETTLEMENT CHARGES (()1l10r on IInos 103 and 502, Soctions J and Kl
300, 100,
79,850
82,900
PROFESSIONAL ABSTRACT IN(
8.1
",: :': : " ", "", ,/
656.501
10.00
500.00
",',
BESHORE,
ESQ.
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Mise S
32.00
829.00
829.00
25.44
175.00
274.42
INC
499R.39
20.00
6337.94
1'1.1t"1 .U'"'' III..IIIU ....Inldt II luumud by SQll1umoll1 ^uunllu, Ih. IIccurolty 01 inlolll111wn IUlIlllhud lit olhllll.1 Iho...n o'llho Ilun.1 5olllulllofll !,I..IUllltJIII !>ulllmllUIII ^uunl flu..b, a'p"I'lO\'t
IU...twOIIIl.. lIulillu d.'IDI'1 any .nlounla coll6Cllrt IUI d,,.hu""1lI01l111J In 11I10'11.1 b."If'U Ic(;ou,,1 III a rgdo,-Ut 'hIU'ld lIl,t,t"h,," ,lIrt ItJ (.fod,1 Iny 1I11111111t." l'l'nult Iu ", 1I"'" leeDUhl .1 Iltrt,IKlltll
tOfllponuliun 10f It I SONK:UI inlhll h.nucllUlI
HUD CERTIFICATION QF OUYERS AND DELLERS
II.avo c,;l/olul~r rovlowod Iho HUD.I 501l10monl Slalomonl and to 1110 bo,t 01 mV kno~lodao ami bollol. III' a IIUO and accUlalo slalomonl 01 allIOC(liplS and dlsbuISomollls
mado jl!J ;c~;/~~; ~~O (;i' l1.:~~~;"Pl}!r\ll"1 h,wo .ocoovod a COflr 011100 IIUD.I 501ll00lunl 5I"'0,,,onl
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Rf.V-1S47 EX AFP (12-951_
COMHONWEAlTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
IIUREAU OF IHDIVIDUAL fAXES f. '_ .
DEPT. 280601 .
HARRISBURG, PA 1112a~06Dl ~.'"t'!':
ESTATE OF ESit FILE NO.
DATE OF DEATH 12-28-95 COUNTY CUM8ERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF TNIS FDRH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
NOTICE OF INHERITANCE TAK
APPRAISEHENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAK
ACN 101
DATE 07-08-96
MARVIN BESHORE ESQ
130 STATE ST
PO BOX 946
HBG FA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE . RETAIN I.OWER PORTION FOR YOUR RECORDS ....
---------. --'" -------------.-- '0. --. --.._______ '__h. _ 'h. __ _____ __________..__. ____ .. ,_.. ,__._ . __.
Amount Rail! ttad
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01' LYNN A. ESTEP
I, LYNN A. ESTEP, or Falrvlew Township, York County, Pennsyl-
vania, being or sound mind, do mllke. puhllsh IInd delcnrc this to be
my Last Will IInd Testament hereby revoking any and all prior wills
and codicilS.
1. I dlreot thet the expenses oC my burial and all my just
debts be paid as soon arter my death as may be convenient to my
Exeoutrlx herel
Ir, arter the payment or all debts.
em""e.il.,..'..n"-, -..
the expenses or administration or the estate, there remains Cor
distribution In excess or $75,000.00, I hereby direct that my Estate
be distributed as Collows:
a. One-third (1/3), in trust, Cor my granddaughter,
Heather Marie Mcintosh, to be held until my granddaughter is age 18
at which time to be available to her Cor her college education: but
IC she does nol Curther her education In college, 10 be distributed
to her at the time she reaches age 21. In the event thllt I hnve
more than one (1) grandchild at the time oC my death, this trust
shall be shared In equally by said grandchildren on the terms and
conditions set Corth. I appoint my daughler, Phyllis E. Mcintosh,
church, the Mount Zion Lutheran Church. 863 Old Stage Road, Lewls-
berry, Pennsylvania.
e. I give all the rest, residue and remainder or my
Estate to my daughter, Phyllis E. Mcintosh.
b. I give Three Thousand Dollars ($3,000.00) to my
i
I
I
I
as Trustee oC this trust.
3. 1C, aCter the payment or all debts, burial expenses, and
the expenses oC administration or the estate, there remains Cor
distribution at least $50,000.00. but less than $75,000.00, 1 direct
that my Estate be distributed as Collows:
a. One-third (1/3) oC the Estate to my granddaughter or
grandchildren on the same terms and conditions as set Corth In
Paragraph 2(a) above.
l lJ E page lor 4
. 'I ·
.. ... ,
b. One T.lou~ond Dollars ($1,000.00) to my church, Ml.
7.lon I.uthernn Church, 863 Old Stnge \lond, I,ewlsberry, l'cnnsylvnnln.
e. All the resl, residue nnd rcmalndcr of lilY g~tate to my
dnughter, Phyllis g. Mcintosh.
4. \C, arter Ihe paymenl of oil debts, burlol expenses and
the expenses of administration of Ihe estate, there remains for
distribution less Ihan $50,000.00 I direct Ihat my Estate be
distributed as follows:
a. One-third (1/3) In trust to my granddnughter or
grandchildren as sel forlh under the terms and conditions In
Paragraph 2(a) above.
b. Five Hundred Dollars ($500.00) to my church, Mt. Zion
Lutheran Church, 863 Old Stage \loud, Lewlsberry, Pennsylvania.
c. All thc resl, residue nnd remainder to my dnughter,
Phyllis E. McInlosh.
5. I appoint as Executrix of this Will my daughter, Phyllis
E. Mcintosh. In the event that my namcd Execulrlx Is unable or
unwilling to serve In that capacity, I hereby deslgnnte my at10rney,
Marvin Beshore as alternale Executor.
6. I give to my Executrix the following powers which are to
be construed in the broadest manner consistent with validity nnd
with her duties as fiduciary. give the powers s101ed here In
addition to those granted by Inw and I give Ihem to ndminlslrators
who succeed the fiduciary I have nppointed.
a. To retain any or all of the assets of my estate, real
or personal, without regard to any principle of diversification or
r Is k.
b. To Invest In all forms of property, Including stocks,
common trust funds nnd mortgage Investment funds, wlthou1 restric-
tion to Investments authorized for Pennsylvania fiduciaries, as they
deem proper wllhout regard to any princip1c of divcrsificatlon or
r Is k.
~ It):,
pagc 2 0 f 4
c. To scll at public or prlvutc sule, 10 cxchunlll' or to
leuse, for any pcrlod of time, uny reul or personlll propcrty und to
give options for sules, exehllllKcs or leuses, for such prlees IIl1d
upon sueh terms or eOlldl110ns liS they deem proper.
d. To ulloca1e recelp1s and expenses to principal or
Income or partly to each as thcy from time to time think proper.
e. To borrow moncy from any pcrson or Inslltutlon, and to
mortgagc or pledge any or all real or personal properly as my
Executor or Trustee, In their sole dlseretlon shn11 choose, wl1hout
regard (or the dispositive provisions of this Inslrumenl.
f. To register securltlcs In street name or In the namc
of a nominee or In such mnnner that title shall pnss by dcllvery nnd
10 vote, In person or by proxy, seeurltles held hcreunder and In
such connection 10 delegnle dlscrellonnry powers.
g. To compromise nny claim or conlroversy.
h. To choose the optional vnluntlon date for federnl
estnte tnx purposes.
I. To exerelse any law-given option to trent admlnlstrn-
tlve expenses either as Ineome or as estate tax deductions, without
regnrd to whether the expenses were pnld from principal or Income.
j. To exereise any law-given opllon to pny death taxes In
Installments, the paymcnt of Interest due on such Instnllments 10 be
n charge against principal.
k. To mnke dislrlbutlon In cash or in kind, or parlly In
cash and In kind, and In sueh mnnner ns thcy mny determine, nnd at
valuntlon finally 10 be fixed by them.
7. To the extent that such requirements cnn be legally
waived, direct that my Executrix or Executor sholl not be required
10 post nny bond or give nny security In connection with their
dulles hereunder, whether In Ihe State of Pennsylvania or any other
jurisdiction.
~4E.
page 3 0 f 4
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Nkhobo It Pbyw. MclmDlb
2604 Bll)'Vlew lJJoe
SUvu Sprlog. MD 20906
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REV-1547 EX AFP (12-951 ~
COMHONWUllIt Of J'fMNSYlVAHIA ~-~~
V Dl"PARltlnn or ALVLHU[ :(It. NOTICE OF INHERITANCE TAX
IlUNUU Of INDIVIDUAl tAlIl S ~ J::J'. . \ APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
~~~~is~~~~~lpA 111:8-01>01 '1iJ~~", Of DEDUCTIONS AND ASSESSMENT OF TAX
ESTA-TE-OF~ESi'E-P-~~~~~"~=LVHN~~. "A FILE NO.
DATE OF DEATH 12-20-95 COUNTY
ACN 101
(' l--
DATE 07-00-96
21 96-0250
CUMOERLANo
NOTE' TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX
PA',HENT TO TIlE REGISTER OF WillS. HAKE CHECK PAYABLE TO "REGISTER OF WIllS, AGENT"
REMIT PAYMENT TO:
MARVIN BESHORE ESQ
130 STATE ST
PO BOX 9'.6
HBG PA 17100
ESTATE OF
ESTEP
TAX RETURN WAS:
I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule AI (1)
2. Stocks and Bonds (Schedule OJ (2).
3. Closely Held stock/Partnership Int.rest ISchedule C) (3)
4. Harts.gas/Notes Receivable (Schedule OJ C4J
S. Cash/Bank Deposits/Misc. Personal Property (Schedula E) (51
&. Jointly Owned Property (Schedule fJ (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Het Value of Tax R.turn
13. Charitable/Governmental aequests (Schedule J)
14. H.t Va1u. of Estat. Subject to Tax
NOTE:
TAX CREDITS:
PAYHENT
DATE
03-25-96
RECEIPT
NUHBER
AA1l2660
DISCOUNT t +)
INTEREST 1- I
236.04
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. I'A 17013
Amount Remitted
I X) CHANGED
SEE
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
R Eli: is4'7 -E'iC"FP-ii'F 9 5 Y -NOT ic E- "OF -YNHEiiii A NCE"TAX- APPRA is EHENT"; -" i:.i.-owANcE-o!i----------- - - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LYNN A FILE NO. 21 96-0250 ACN 101
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.
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rate (15)
16. Amount of Lin. 14 taxable at Line.l/Class A rat. (16)
17. Amount of Lina 14 taxable at Collateral/Class a rat. 117)
18. Principal Tax Due
.00
.00
.00
.00
7.728.90
90.085.62
.00
IB)
8.690,14
610.46
1111
1121
113)
114)
.00 X .00:
84.014.00 X .06:
.00 X ,15:
I1BI
AHOUNT PAID
4,500.00
TOTAL TAX CREDIT I
BALANCE OF TAX DUEl
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 09-29-96*.
DATE
ATTACHED
07-00-96
NOTICE
97.814.60
9.300 60
00.514.00
4.500.00
84.014.00
.00
5.040.84
.00
5.040.04
4.736.04
304.00
.00
304.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN $1. NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION I Estatu of d.cedents dying on or b.for. D.c..b" lZ. 198Z -~ II any 'ulur. In,.r..t In Ih. ,,'"I. I. Irlln".rr.d
In po.....lon or ,nJoy.,nt to Cia" a (collal"ral) b.n.flclarl.. of the Il.ud.nl _'I.r thl '.lllr..llon "' any ..Ial. for
11f, Dr for ynrs, Ih, Co..onw.8Ith h.r,by ..pr...ly ,.,,,v., the rlghl 10 fll,pr.I.. I.nd II..... trlM",.r Inh.rllanc, ,....
.t the lawful CI.ss a (collat,ral) rat. on any such 'utur. Int.r.sl.
PURPOSE OF
NOTICE: To fulfill the requlre..nls of S.ction 11"0 of thl Inh.rltanu IW'Id (..Ia'. h. Att. Act 11 IIf 111'11. 1111.5.
S.ctlon 2140.
PAYMENT:
Detach the top portion of this Notice and sub.lt wlth 'lIour p"y..n' to the NeOI,'., of Willi IH.lnt.d on the tI,"r.. .Id..
--Hak. check or .on.y order payable to; REGISTER OF lULLS I AGENT
All ply..nts rec.lv.d .hall first b. appll.d to any lnt",sl which ""y b. du. ..I'h ""'1 r,llIlnder APpll.d 10 Ih. 'a..
REFUND (CA)I A refund of a tax credit. which was not requ..ted on the h. P.lurn. ""'1 h. r,IIu..I.d b... cOI,lhll"O ItO "Appllnllon
for R.fund of P'Msyluanla Inh"ltllncl IInd rs'a'. Te... IP[Y-UU). Al'pl Int Inn. .r. avallAbl. "' Ihe Offlc.
of the R.ght.r of Wills, any 0' the Zl R.v.nu. District Olllu., or II., ClIllh10 Ih. .p.cl..1 lilt-hour
anlw.rlng s.rvlc. nu.b.rl for for.. orderlnQI In P.nnlylvanl. 1'800.1bl'10\O, oul.ld. P.,ln..,lv"ni. ftnd
w1thln local Harrhburg area (717) 787-8094. lDDI 1111) 1I1-1Z'J1IHurlnu I.pallld Only).
OBJECTIONS I Any plrty In Interest not ",tlsfl.d with the nflpral....nt. "llowanu or 1,1..llowINIU 0' dlltuctlon., or ........nt
of talC (Including discount or Inter..t) at .hollln on 'hit Hollce au.' objecl wllhln ,..tv fbOI dlt.,. of reulpt of
this Notice by:
~~wrltt.n prot..t to the PA D.partaent of R.venu., Board 0' Appult. n.pl. 181011. lI"rrhburg, PA 11118.1011, OR
~-.I'ctlon to have the ..thr d.ler.lnld al audll o. 'h. ..CCOlont of Ih. p.r.onal rep,...nt.llv.. OR
--app.al to the Orphans' Courl.
ADHIN
ISTRATIVE
CORRECTIONS:
FactulI errors dlscover.d on 'his ".......nl .hould h. IIddr....d In writing 101 I'A a.pert..nt of R.v.nu.,
Bureau a. Individual la..s. AtlHI Posl Au..,,,enl R.vl.w Unit, n.pl. lUbOI. HArrl.burg, PA 11128.0601
Phon. t7l7) 187~650S. 5.. pig. 30' the boo"l.t "In.trucllon. for Inh.rll"nu ,.. P.tutn 'or a A..ld.nt
D.c.d.nt" (REV-IS01) 'or an ..planallon 0' ad.lnlslr.tlv.ly corr.clfthl. .rror..
DISCOUNT:
If any talC due I_ paid within th,.. CS) cel.nd.,. 1I0nth. ""., 'hi d.ud.nt', d..lh, . IIv. I.ercent I!I:U discount of
the lalC paid II allow.d.
PCNAl TV,
Th. 15~ talC aeR.sty non-parllclp.tlon p.nfllly Is cO.pU,.d on Ih. lot.l of th. I.. .nd Int.r..t .......d, and not
paid b.fore January 18.1"6. Ih. fl"I lI_y alt., Ih..nd 0' Ih. I.. lum..'" ".rlod. Ihh non.p"rtlclpfltlon
p.nalty Is app..labl. In the ,... ..nn.r IInd In the th. .".. 'I.. per lod ". ...ou would app.,,1 thl lalC and Inl.r..t
that has b..n a,s.'I.d .. Indlc.I.d on thl. no'lc..
INTEREST!
Int.,...t Is charg.d b.glnnlng with flrsl lI"y of dallnqu.ncy. or nine I'll 'Oft'h. ,.nd on. II) dlty fro. Uti date of
d'lth, to thl date of p.y..nt. la... which h.ca.. d.llnrau.nl h.for. JttnUllrv I. l'ft1 h..r Int.r..t at thl rat. of
six (6~) perc.nt p.,. annu. calculal.d lit II d.lly ",Ia of .OOOlb". All tit... which b.c... d.lInqu.nl on Md "fter
January I, 1982 will b..r Inl.r..t ..t " rll'. which will vary fro. ~.I.ndAr y..r 10 c.l.ndAr ...."r wllh th.I rat.
nnnounc.d by Ih. PA O.p.rl..n' of P.v.nu.. Ih. ""pllcalll. 'nhr..1 rllt.. for 1911 through lfJlJb "'"
!!!! tnl,rest Pili. 0.1.... Int.,..., !'1'It.lnr ~ In,.r..1 111'111 P"lly In'.r..I rnr.tor
1911Z 20;( .OOQ\fo8 IlJftI ., .0001..1
1983 16;( .Oooltsa I'IU- 19"1 lilt .OOUSOI
1984 lU: .GOQJGI 1"" 'f~ .0001'"
1985 In .00US'Jb 1"'1.\'111"" " .0001"1
1986 IU .000U.. I'J"\-I"'lb ., .000Hl
ulnt"..t I. calculat.d ftl 'ollowlt
INTEREST = 8^L^NCE Dr T^X UNP^ID X NUNBEA Dr D^YS DELINQUENT X D^ILY INTEREST r^CTDA
~-Any Notice I..u.d ftfl.r the ,.. b.co... d.lll1llu.n' ..III r.II.cl IW1 Inl.r..I ulcul.tlon 10 flft..n 115) d......
b.yond the da'. of th. ".......nt. If p..,..nl I. ..",. .II.r Ih. Inl.,." cOlIIPul.' Ion dlltl .hown on 'h.
NoUce, additional Inl.r..t "UII bl c.lcul.'.d.
'- 'OtD HUE
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DNO.AA
146545
.~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.1~lI62IXI"'.1
RECEIVED FROM:
fJ
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
m
PHYLLIS E MCINTOSH
2604 UAYVIEW LANE
II.J!
~~O't . 00
SILVER SPRING, NO 20906
'OIDHflf
ESTATE INFORMATION:
r:. FILE NUMBER
~ 21- 1 996-0250
1:'1 NAME OF DECEDENT ILASTI
III;iI ESTEP LYNN A
m DATE OF PAYMEN:
EJ POSTMARK DATE
COUNTY
SSN 181-01-2910
IFIRST) IMII
CUMBERLAND
DATE OF DEATH
REMARKS
$301. . 00
DO
m TOTAL AMOUNT PAID
PHYLLIS E MCINTOSH
SEAL
CHECKll 3572
"
"
RECEIVED BY
.1,,: /.
SIGNATURE .I,
REGISTER OF WILLS
MARY c. LEWIS
REGISTER Or- WILLS
-'---
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( )
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PAYMENT: Detach the '.p pertlon ., thh
prlntad on lh. t.vars. slda.
Notle. IInd subalt with your pay..nt .ada pllyabl. to tho nil.. nnd address
If RESIDENT DEUDEHY .,,1<0 c;hock or .onay ordor payable to: REGISTER Of WILLS, AGENT.
If HOH-RESIDOH DECEDENT lII...k8 chock or lIIon8y order pllyabl_ to: COMMONWEALTH OF PENNSYLVANIA.
All paYIII.nt, rac.JuDd shall b. nppliad first to any Intero.t which lIIay ba duo with nny t..alnder applied to tho taM.
REfUND eCR)1 A rofund of II tax ctadlt, which WII' not raquested on tho TIIM Return, 1118y b. roqua.tad by cOlllplatlng an
"Application for R.fund a. Pannsvlv8nla Inheritance IInd [stat. Tax" (AEV.1313J. Application. ara available at
the Offlc. 01 the Reglst.r of WIlI11 IIny of tho Z3 Revenue District Dfflc.. or fro. tho Depart..nto. Z4-hour
an.w.rlng .orvlco nu_bor. for for.. ordorlng: In Ponnsylvanla 1.600-362.2050: out.ld. Ponn.ylvanla
and within local flar,.lsburg aroa (717) 767.11094. TOOl (717) 772.U52 Ut.arlng I_pal,..d onlyJ.
REPl Y fO:
Du..tlon. rogardlng .rror. contaln.d on thl. notlco should b. addr....d to: Pi O.part..nt of R.v.nu.. Bur.au
0' Individual Tans, AUN: Post Anus-.nt R.ul.w Unit. D.p\' 280601. Hllrrhburg. PA 11128.0601. phon.
(717) 787-6505.
DISCDUNTI
If any ta~ duo I. paid within th,... (!J calendllr oonth. after the decedent's doath. a five perc.nt 15~J dl.count
0' the tax pal~ i. allow.d.
PENal TV:
The 15~ taM aon..ty non-participation pon"lty I. co_put.d on the total of the taM and Int.r..t as.....d. and not
paid b.for. January 16, 1996, the fl,.st day oft.r tho .nd 0' tho tftM aonosty porlod.
INtEREST:
Intoro.t Is chargod b.glnnlng with fi,..t day 0' dollnquoncy, or nln. 191 .onth. ftnd one (1) day f,.o. the dato 0'
doalh, to the date of pay.ont. Ift.o. which bocn.o dollnquont bofo,.o Jftnuary I. 1911Z boar Intorost at tho ral. a.
.IM (6~J po,.cont por annu. calculatod at 8 dally rat. 0' ,000164. All ta.os which boca.. dollnquont on and 8'lor
January 1. 1982 will boar Inlerost at n ""10 which will unry 'rD. calondnr YAnr to calondar yonr with that rato
nnnouncod by Iho PA Dopart.ont of R.vonuo. Tho nppllcnbla Intor.st rat.. for 1982 through 1996 ar.:
Voa,.
Inl.r..t Rat. Dally Int.,...t ractor
V.ar
Into,...t Rnt.
Dally Int.,...t rector
198Z 20% .000S48 1981 9< .000247
1983 16:/: .000436 1988-1991 II:/: .000301
1984 II:/: .00031n 19'JZ q:/: .000247
1965 In .000356 1993-19fJ4 1% .000192
1986 10~ .000U4 1'~95-19q6 '% .000247
--Int.,...t Is calculatod .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlco I..uod nft.,. the tft. beco... dellnquont will "o'lect ftn Into,.o.t calculation to 'Ifto.n (IS) days
b.yond tho data of tho a....s..nt. If pay..nt Is .ndo "'tor the Inl.,..st co.putatlon data shown on the
Hotlc.. addltlonft) Int.,..st oust bo calculal.d.