HomeMy WebLinkAbout96-00283
I'ETITION FOI{ 1'lUlIIATE III1lI <;({ANT OF I.E'I"I'lmS
,,",I'<lIl' 0/ ,lEAN C. YOCUM
<llso kllOIl'1I <IS
No. :A1-1~- ;).Cj3
To: Regisler or \Vilis IIII' the
('ollnty or ('lImberlaml in the
('onlllloll\\ealth or Pennsylvania
Ikal/.le'.!.
SOcii" SI!Cllri(I' N/I. 193-1 ~-5~c.l1
The pctilion orthc IInucrsigncu rcspcclliilly rcprcscllls Ihal:
Your pctitioncr(s). II ho is(arc) 18 ycars or agc or oldcr anu Ihc Excculrix namcd inlhc last II ill
orlhc abow dcccucnt. datcu ,Iunc 15.1')87. anu codicil(s) uatcd INoncl,
lkccucnt lIas uomicilcu at ucath in Cumbcrland County. I'cnnsylnmia. with hcr lastltllnily l1I'
principal rcsidcncc alllll.t IJrcntllll Strcct. Shippcnshurl: IInrnul:h
Dcccdcnl. thcn 7~ yc.u's or a~c. dicd March 28. 19%. atllll.t Brclllnn Strccl, Shippcnshurl:.
I'cnns)'I\'llnia.
Exccpl us 1l,lIows. ucccucnt uiu notmurry. was not uivorccu anu uid not huw a chilu bOl'l1or
auoptcd ai'lcr cxccutionor thc willorrcrcu Ill[ probutc: was notthc viclimor a killing anu W;LS ncvcr
aujuuicalcu incompctcnt:
Dcccdcnt ut dcalh owncd propcrly with cSlimatcd valucs as tllllows:
(lrdomicilcd inl'u.) All pcrsOlml propcrty
(Irnot domicilcd inl'a.) Personal propcrty inl'cnnsyll'ania
(II' nol uomiciled inl'u.) I'crsonal propcrty in ('ounty
Vuluc or rcal cstutc inl'cnnsyll'uniu
situutcu us lllllows: Lurgun Township. Franklin County. I'cnnsylnlllia
$ uncstimalcd
$
$
$ uncstimutcu
WHEREFORE. pClitioncr(s) rcspcctrully rcqucst(s) thc probalc orthc last will unu codicil(s)
prcscntcd hcrcwith und thc grunt or kllcrs lcstu 111 cn hi 1')' lhcrcon.
"
.11.. ! ','
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Kathy.l. Yocum
6().j Brcnton Strcct
Shippcnsburg.I'A 17257
(717) 582-5782
----------------------------------------------------------------------
---------------------------------------------------------------------
OATil OF I'ERSONAL REl'lmSENTATlVE
COMMONWEALTII OF I'ENNSYLVANIA )
: SS,
COUNTY OF CUMBERLANI) )
Thc pClitioncr(s) abovc-numcu swcur(s) or umrm(s) thutlhc slUtcmcllls in thc Illrcgoing pClilion
arc truc anu c,xrcct to thc hc... or thc knowlcdgc unu bclicr or pctitioncr(s) unu that as pcrslllml
rcprcscntali".'c(sl ofthc ub"l'c dccedcnt. pClilioncr(s) will wcll unu truly auministcr thc cstulc accl1l'uing
10 lull'.
SWOI'l1 to or urtinncu amI subscr:lll'd
bclllrc mc this 2 d,.y of April. 1996
. 1 ~/-J L J
Kathy.l:Yocum'
,
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Mary C.Lewis
Registcr
N 21-96-263
II,
Estlllc IIf ,lEAN C. YOCUM. UccclIscd
UECIU:E OF 1'lmUATE ANU G1{ANT OF LETTEnS
AND NOW.
April 2.
, 19%. in cOllsidcrution of thc pClition on thc
reverse side hereof, satislilclory pruofhavillg heen presented helilre me.
IT IS DECREED thatlhe illstrumenl(s) dilled June 15, 1987. descrihed therein be udmilled to probule
und liIed of record us tbe lasl will of JEAN C. YOCUM and Lellers Teslumel1tary n...: bereby grunted 10
KATIIY J. YOCUM.
Will Book II
r'uge
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f I ((' ~ d..J .I:) i '.~I >;.. / I (J' bJ, .c';J-~(/-
Register of Wills MalY C. Lewis
FEES
I'robule, Lellers. Etc.
Short Certi Iicules( 6 )
Renunciulion
X-Pages (2)
JCP TOTAL
$ 115.00
$ 16.00
$
$
$
$
6.00
5.00
144.00
11'0 V. 0110 III (27763)
AlTlJItNEY (Sup, CI. I.IJ. No,)
MARTSON. DEARlXlRFF, WILLIAMS & alTO
10 Eusllligh Street
Cnrlisle.I'A 17013
(717) 243-3341
Filed April 2,1996
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Called Attorney on 4-3-96.
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CERTIFICATE OF DEATH
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lOA DAlIS 01 DIATH Ann 12/31191 CHICK HIAI
INHERITANCE TAX RETURN :~o~::~yug~DI1ISClAIMID
RESIDENT DECEDENT 1'lli-iluMIIA
(TO BE FILED IN DUPLICATE I L I
WITH REGISTER OF WILLS) JCOUNlYCOD[
DICllJH" S (0""1111 ~O[)lIn
CQ....MQNWlAHH Of PfN....'lnvANIA
O(PAIlIMwt Of IlfvfNut
Of" 11!106Ol
~AIlIlISlUIQ.'A 111110601
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O(((OINI S '4"''''( !LASI. 'II!!' AtllJ "'lOOt I IPi I~ll
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tJUMBER
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YOCU~I, .Jean C. a/k/il NilrUC'iln YOCUIl\ (,04 Brenton :;tn'c.t
!lOCI"" UCUII" '4UMUI 'OAfIO,iii.i.. -- iO-ATT 0'-111'.' Sh i ppcnsbu ry, P^ 17257
193 -14 - '> 4 6 B 03/2!l 'J (, _l_iUInL;~ L_ ~~.L- CUI!D1Q.LL.l0i.t
,0 ""W," "........'.(""'. ".0 ,,," '''' '",.",,, ," '"'' Toe", >leU"," "'J.Il' i A.OU"'Il"'''" "" ,..,IIUC1>O.."
~ 1, Original Relurn [J 2 Supple menIal Return f.:J J
o .t. limiled htale lJ.ta fulure Inlere,t ComprofMe [~ 5
(for dale' of dealh after 12.12.821
~ 6. Oec,dent Died T"tale 0 7. Decedent Maintained 0 living Tru'l ...l 8
(Allach copy a. Willi (Alloch copy at Tru'tl
ALLCOaUSPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO.
Remainder Relurn
(for datil 01 dealh prior to 12.13.821
federal htot, Tax Relurn Required
T 0101 Number of Safe Depo'it BOJ.II\
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COM'ltlf MAIL!t4G ",colns
NAM(
utto, lvu V. III
tfU'HON! NUMUl'
Martson, 00nrdnrrr, Williams & Otto
10 East lIigh Street
nrlic:10.,1>1I ]70))
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14,008.'>7
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48,699.62
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III
(21
(3)
(41
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1. R.ol E,Iot. (Sch.dul. A)
2. Stock. and BondI (Sch.dul. BI
3. Closely Held Sloc~JPortnenhip Interll\' (Schedule CJ
A, Mortgage. and NatllS Receivable (Schedule 0)
5. Cosh, Bonk Depo,its & Miscellaneous Penonol Properly
(Sch.dul. E)
6. Jointly Owned Prop.rty (Schedule F)
7. Tronll... (Sch.dvl. G) (Sch.dul. II
8. Total Gron Auell (lotellin" 1.7)
9. Fun.rol e..penl", Admini,troti'lll Co,". Mite.lloneou,
ElIlpen'" (Schedule H)
10. aebts, Mortgage liabilitill\. lie", ISchedule II
11. Total Deduction. Itotol linel 9 & 10)
12. Ne' Value of e'lare (line 8 minus line 1 '1
13. Charitable and Governmenlal BequlI\lS (Schedule JI
U. Net Value SubjeC1 to Tax (line 12 minus line 131
15. Spousal Transfers (for dote. of dealh oher 6.30.941
S.e In'lructions for Applicoble Percentage on Revene 1151
Side, (Include values from Schedule K or Schedule M.l
16. Amounl of line 14 taxable at 6% role (16)
(Include valuei from Schedule K or Schedule M.I
17. Amount of line 14 toJltoble at 15% role (171
(Includ. values from Schedule K or Schedule M.l
lB. Principal tax due (Add tax from lin., IS, 16 and 17.)
19. Credils Spou,al Poverly Credit Prior Paymenl'
(lql
(201
(6)
P)
('2,~OR 19
(q I
(B I
16 .Jl5.L.!l..L-
24,9'>8.33
Ill)
(121
(131
(14)
x, =
21,698.81 )( .uo =
x .15 =
(181
Discount InlerllSt
L~0l--93_
(10)
4..L,001) )R
21,698.81
n
21,698.81
1,301.93
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20. IF line 19 is greater than line 18. enler the difference on line 20. This i, the OVERPAYMENT.
aD
Chode here if you ore requesting 0 refund of your overpayment.
(211
(21AI
121BI
___._.___-1.,301_93_
1,301.93
--~~---_._--_._.-
21. If line 19 i, greater thon line 19, enter Ihe difference on line 21. Thi, i, ,he TAX DUE.
A. Enter the inleret' on the balance due on line 21 A.
8. Enter Ihetalol of line 21 and 21A on line 218. Thi, i, the BALANCE DUE.
Make Check Payable to: Regl...r of WllIs, Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penoltios of perlury. I declare thai I hove e.amined this relurn. including accompanYIng sctH!ldule, and ,'Ialements. and to Ihe beU 01 my ~nowledge ono ="'!l1ei
" i, Irue, corroct and complete. I dedore that aU real estate has been reporled 01 true morket ..olue. DeclarallOn of preporer olher Ihan the perianal represenIC'<t1! 'I
bated on all information of which pre parer hot anv kMwledqe
SIGNAtUR( 0' 'tR!lOt4 IIB'ON!lIBtf fOil 'HINQ-iliUiN-----;-~-~-
bAil
f"~~,r,, "\'1 "., ......,~.,... 604 r.rf!ntr.n ::;tr('~t:..
~IGN"-tU\( 0: .llfPAtlll Oh'UI THAN NfPIIIUNTAII,,! .lo-11CiC:>""'i; 10 Ell' I '
'-:.).J~....r-- . ' : 191 Street
_____._______.____. -..-----GarlI5Ie,-.PA mI7013.--.
Shippcnsburr.. '. ".'
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Act #48 011994 provide. lor the reduction 01 the tax rate. impo.ed on the net value 01 translers to or lor
the u.e 01 the .pou.e. Th. rat.. a. pr..crlbed by the .tatute will be:
. 3% (.03) will be appllcabl. lor ..tat.. 01 decedents dying on or after 7/1/94 and belare 1/1/96
. 2% (,02) will be applicable for e.tate. of decedenll dying on or after 1/1/96 and belare 1/1/97
. 1% (.01) will b. appllcabl. for e.tate. 01 decedents dying on or after 1/1/97 and before 1/1/98
. Spou.al transler. occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.,-) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a tranller and:
x
a. retain Ihe ule ar incame of the praperty Iranlferred, .....,.................................................
b. retain the rightta delignate wha Ihall ule the property tranlferred or itl income, ...............
c. retain a revenianary inlerelt; or ...................................................................................
Ix
d. receive the pramile for life al either paymentl, benefitl ar carei .......................................
2. If dealh occurred on or belore December 12, 1982, did decedent within two yean preceding
death trander property without receiving adequate conliderationi \I death occurred after
December 12, 1982, did decedent tranlfer property wilhin one year 01 dealh withaut receiving
adequate canlideratiani .............. ................................................................................,....
3. Did decedent awn an 'in trult lor' bank account al hil or her deathL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE ~~~EDUl;E Gl'~ FILE IT AS PART OF THE RETURN.
9S: l d 61 810 96,
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SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES AND LIENS
....,1'."1'"' I,.....'.,..'...
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IIHII.'L1'"P.1
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Y(l,'II~l. ,J...lIl L'.
PI.a.. PrInt or Typ.
I FILE NUMBER
21-96-283
11IM
'IUMBIR I
DESCRIPTION
r,
(hllslilnding ('hl'l'~S. ~lcllonll"ll ~-h40.~NN4:
1''' 1l~1'1. or Rn~nll~ ('~.15
1'11111011I 40('.12
I'lIIuclil I kShong 160.NN
lllllslanding ('h~~ks. 1\ Icllonl14 I 4-000-1) 1(,:
. 11111)1) 1~0.04
, 111~01 57.00
III~O~ 1~4'1.14
. III~O.l 300.00
· 111 ~O,l I NOO.I 0
III ~05 1 N4.62
III~O(, 39.56
1 Mac wilhdrawals posl~d ali~r d~alh 600.00
Roh~rl Wyrick: Accounl Pil)'ilhlc
It T. Ilcnry' s I'hilrmilcy: Accounl pilyahlc
I'cncl~c: Accoulll puyuhlc
I I Jnilcd or I' A: Account puyuhlc
, Rick Fickcs: Account pu)'uhlc
, Cumh~r1und Vullcv Ncurologicul Associut~s: Account puyuhlc
I .
TV Cuhlc: Accounl pu)'uhlc
, Borough or Shippcnshurg: Trash
, Borough orShippcnshurg: Wutcr/Scwcr
; Kuthy Yocum: Account pu)'uhlc riJr phonc scrviccs. prcscriptions. groccrics. ctc.
puid on hchul I' or dcccdcnl prior to dcuth
i Shcridun &. Frilz, Ilarrishurg. I'A: ACCOlIllI puyublc lilr uccounting scr\'iccs
I I' A Uncmploymcnt Compcnsution Fund: Account puyablc lilr nursing carc
,
, Shippcnshurg EIT Burcau: Accounl puyahlc lilr nursing carc
, (nlcrnul Rcvcnuc Scrvicc: Baluncc duc 191)5 Form 1040
, I' A Dcpl. or Rcvcnuc: Baluncc duc 191)5 Form I' A40
, Murtson, Dcmdorn: Williums &. Olto: Account puyublc lilr prcparation or 11)1)4
: incomc Ius rclurns
: Thornwuld I (omc: Account puyuhlc (nol rcimburscd hy insunlllcc)
: Chumhcrshurg I (Ilspilul: Account puyuhlc
1
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13.
14.
15.
16.
17.
IN.
1'1.
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TOTAL fAI,o enter on line 10. Recapitulation)
{If mare mace " neeoeo, Inu.." ooo,'lonOl ,nee" of some slle.'
AMOUNT
6~9. 75
4.350.46
75.00
232.86
548.59
101.67
~50.00
100.00
24.14
15.00
163.40
900.00
1.650.00
164.91
71.62
12,868.00
609.00
300.00
1.903.93
50.00
S
24,958.33
llvl,1IIl.I:4'1
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CO"',..ONiN(ALtH Of ,tNN!.HVANIA
INMIIIIANCI rAll ..IUI"
IUIOI..rOICIOI..I
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-96-283
ESTATE OF
YOCUM, Jean C. (a/k/a Mary Jean Yocum)
N~~~ER NAME AND ADDRESS OF BENEFICIARY
I AMOUNT OR
RELATIONSHIP SHARE OF ESTATE
A. Taxable Bequo!.u:
Entire Residue
I.
Kathy J. Yocum
260-2C Iven Avenue
St. Davids, PA 19087
Daughter
ITEM
NUMBER
NAME ANa ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmenlal Bequo!.":
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o entor on Boo 13. Recapitulation) S
(If more space is n..d.d, lns.rt additional sh..11 of 10m. sin)
r
el,on Bank
PERSONAL BANKING STATEMENT
JEAN C YOCUM
03047
412-640-2884
PAGE 2 OF 2
CHECKING WITH INTEREST ACCOUNT 412-640-2884 (continued)
:ACCOUNT ACTIVITY
DEPOSITS CHECKS
DATE AND OTWER AND OTHER DAILY
POSTED DESCRIPTION ADDITIONS IlITHDRAWAlS BALANCE
. - :'\.
03/26196 CHECK . 4444 , 3,DDD.OD (6,21Z.S7 ,
- ./
---"
D3/Z9196 INTEREST CREDIT 9,02
CHECK . 4378 . . 62.15
HARGE .
03129196 CLOSING BALANCE
. YOUR MONTHLY SERVICE CHARGE FOR TWE SHART ACCOUNT, BONUS PLAN
ISHOWN TO TWE RIGHT I HAS BEEN HAlVED BECAUSE YOU MET THE DEPOSIT
RELATIONSHIP BALANCE REllUIREllWl',
ICHECK SUMMARY
15.0D
.
4347
4348
AMOUNT R RENCE NO CHECK.
4ZS.ZS ODDDDDD83670743 4349
o 14 0000DD040Q16QQO 4350
AHOIMT R F NeE NO.
62.15 ODDDDDOZSZ337D&
ODD. D ODDDD00744Q5 ZO
PLEASE USE TWE ACCOUNT RECotlCILEHENT FORM LOCATED ON THE BACK OF THIS
STATEMENT TD BALANCE YOUR ACCOUNT,
AS OF 5/21/96, THE MINIMUM COLLECTED DAILY BALANCE TO EARN INTEREST ON
CHECKING mTH INTEREST ACCOUNTS IS $2,000. ALSO, THESE ACCOUNTS NOI~
CONSIST OF TI-IO SUBACCOUNTS. HE MAY TRANSFER FUNDS BETHEEN THE SUB-
ACCOUNTS, BUT THIS ~/ILL NOT AFFECT YOUR ACCOUNT USAGE IN ANY HAY.
IF YOU HAVE QUESTIONS ABOUT THE INFORMATION CONTAINED IN THIS STATE-
MENT, PLEASE CALL THE MELLONDIRECT 24 CENTER FOR CUSTOMER SERVICE.
THE NUMBERS TO CALL ARE 1 800 222-9034 OR 222-9034.
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Mellon Bank
--
-
PERSONAL BANKING STATEMENT
-
DIRECT lllQUIRIES TO I
MElL ON BANK NA 3
COMMOtlWEAlTH REGIOtl
SHIPPEtlSBURG MAIN BRAtlCH
JANET FORRESTER
304 N GEORGE ST
MIllERSVILLE PA 17551-15Z4
717-871-6430
1,"111",1,.,11".1111"""11,1,1,,,11,,11,,1,1,,1,1,,1",11
JEAll C YOCUM
r. SHERIDAII & FRITZ PROF CORP
3905 tl FROllT ST
HARRISBURG PA 17110-1536
OZ931
ClS 0441
4I2-640-Z884
PAGE 1 OF Z
STATEMEtlT
FROM 03/30/96 THRU 04/30/96
FIND OUT HOW TO CONSOLIDATE YOUR BILLS ~IITH A MELLON HOME EUUIIY
PERSONAL CREDIT LINE. TO APPLY. VISIT ONE OF OUR OFFICES OR CALL THE
MELLONDRECT 24 CENTER AT 1 800 MELLON - 24.
RELATIONSHIP SUMMARY
DEPOSIT ACCOUNTS
CHECKItlG HITH nrrE~EST
TOTAL
8ALANCE
0.00
D,OD
LOAH ACCOUNTS
otm;T ANDtll:;
CHECKING WITH INTEREST ACCOUNT 412-640-2884
ACCOUllT SUMMARY
OPENING BALANCE AS OF 03/30/9&
TOTAL DEPOSITS AND DTllER ADDITIotlS INCLUDItlG INTEREST CREDITED THIS PERIOD
A CH CK AND 0 ER WITHORAWALS tllCLUOHlG FE S ANO CHARG S TH S PERIOD
CLOSING BALANCE AS OF 04/3D/9&
AVERAGE ACCOUNT BALANCE
AVERAGE COLLECTED BALANCE FDR ANNUAL PERCENTAGE YIELD EARNED
YOUR ANNUAL PERCENTAGE YIELD EARNED FOR THIS STATEMENT PERIDD IS 1.2S~
!ACCOUtlT ACTIVITY
5.131,52
,OD
DATE
D
03/30/9&
04/0119&
DEPOSITS
AND OTHER
ADD OIlS
DAILY
BA ANC
6.159,44
5.591.B4
CHECK . 4376 .
CHECK . 4377 .
. . . . .
. . . . .
04/03/96
MISC AUTDHATED CRED us TREASURY 303
3031036030S0C SEC lB40.3&&OD SSA
..~.
6.5B8.84
04/30/'&
MISCELLANEOUS DEBIT REF 100DDOOD513Z77D3
MISC AUTDHATEO DEBIT
ACH RECLAIM 3031D36D30REVERSAL
840'3&&00 SSA
CLOSIIIG BALANCE
5.591,B4
04/08/.6
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" '''110'
ESTATE OF JEAN C. YOCUM
KATHY'.u, ~UM, EllTRX.
DOfeWI.
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119
ESTATE OF JEAN C. YOCUM
KATHY J. YOCUM. EllTRX.
. ' 6O*82w
Dote p", III
~I ~I
JiJN 0 r:: --.I. $7c{o61.., . ,;
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1040
label
Use the
IRS libel.
OUlcrwl!>>t!.
'lle,1st! orml
0,lype
Presidential
Election
Campaign
Filing Status
Check only
one bOll.
Exemptions
If more than
6 dependents.
see lnslrs
Income
A<<lch
Copy B of
your Fonns
W.2. W.2G. &
1099-R here.
II you did
not get a
W.2. see
Instrucllons.
Enclose
but do not
attach your
payment and
payment
VQuct1er.
Ad/'ustments
to ncome
Adjusted
Gross Income
BAA
CcOJIll11cnl olltle Tfl',l'JUlV - 1111l~"'.ll RI'vt~I1Ut~ St.'I\lIU!
U,S. Individual Income Tax Return 1995
I
I {I)91 If,l'j "'" ""'_ - Ijl} not""ll' Of \LtDJf! ,n If"\ 'lJdt..
5 19 I \""''',':1,.
199, CUlllnf) ~ Jl1
rm Itle \If!.11 J.10 1 . D"e J I, 1',95 qr OltlPl 1.11 YI',Il tJl!IJlnnIIH}
"'ul ~"\lf~JI~
YOUf 5oct. 5Kunty No.
."
L.nl".,"'''
JEAN
193-14-5468
(, YO(U~
II.. Jll,n!,l'h,II' :>VOu\l'\t"\t",I"'f'
."
..l\tfl,lnlf'
0)1 ~'i i
spou.... SocIII SI(unty No
-_-i ,
uum" A,l<lrf'U lllwf\l.., _11,.1 \II,rtl ,11011 u"". ...... () 111)' :..." lfl\llUlI~)l'l\
Iop.,lmf'rllf4<l
For PrivICY Act
and Paperwork
Reduction Act Nollce.
see Instructions.
17257 Yesl No 'Hola Cf',tc''''Q
X I' ~'1'1 w,l/nOICf'"nr;,.
fOUl ',1.0ff,.CUCI'
IfOUlfl!'tun<J
604 BRENTON STREET
C'ft. Tt.lM1 01 hllt0l1!(f' II f,N "".f''' /Off'''lfl A,I<J'f'\I ~I''' 111\UUl:IN'l"\
:'l.llf'
2'IP Coolt
SHlPPEN5BURG
PA
00 you want S3 to go 10 ItIIS luna?
~ II a taint return docs VOUt ')pow,e ....,lllt 13 to r]O fa 1t11'; tUf1(f)
T X Single
2 Mamed "llng 10lnt return (even II only one had Income)
3 Mamed flrJnl] separate ,tn Enter spouse's SSN Jbo~e l. lull rMme here ~
4 Head 01 housetlold (wIth QU.llltymg pcrson). If thc Qualltylng pcrson IS a child but nol your dependent.
enter this child's name herc ~
Qual.fvlnll wldow/er) wllh deoendcnt child (yc.lr spouse dlca ~ 19 ).
Yourself. If your parent Cor someone else) can claim you as a deoendent on hIS or
her lax return, do not ct',eck box Ga. But be SUTe to cheCk the ball on In 33b on pg 2,
S
61 X
~ No. 01 bOln
d'lKkld on
6.anet6b ..
b Souse
e Dependents:
, r'l'lt notm!!
(2) Df'oenlJpnIS'IOCI.l1
~f'(U"tv numOl!', II born
J\ 1'195 ~1'!!,"WUCI,on'l
(3) Dp[)ef1(l!!nts
rf'latlonYl'p
10 YOU
(4) Mo1. No. 01 your
,n yo\II home chlld,.n on
,n 1995 6c who:
ellvedWfth
you
Lasl notm~
d It ~OUf cJ1,ld dodnth"", ....'Ih yOu Oul.\ Cla,m~ a'l \fCull1tCPM..nl Uf'(3l!' a crf'.1985 aQrppmenl. Ctlf'CIt herto
. dldnlliva
Wflh you due
todlvol'Ceor
"parallon.
Dapenetents on
6c not entam
above
.. AddnlMnbe,..
ant...-don .
IInelabova
e Total number of ellemotlOns cl.llmed
7 Wages, salaues, tiPS. etc, AlIacn FOrmIS) W,2
8a Taxable mteresllncome. AttJch Scheaule 8 If o~er $400
b Tax.exempt ,"Ierest. Don't mclude on line Sa .
9 DIvidend ,"come. Attach Schedule B If over $400
10 Tallable refundS, credIts. or otfsets of state and locallneome taKes.
11 Alimony receIved
12 BUSiness Income Of (lOSS). Attach Schedule C or C,EZ .
13 CapItal gain or (loSS). If reqUIred. Attach Schedule 0
14 Other gains or (losses), AIlJeh Form 4797
1S. Tol.1 IRA dlSlnbutlons 115. I I b Tox.ble amounl
16a Tal penSions & annUitIes 16a I b TaxJble amount
17 Rental real estate, royaUles. partnershIps, S eorporaliOns, trusts. elc, AttaCh Seh E ,
18 Farm ,"come or (loss). AttaCh Scncdule F
19 Unemployment compensation
20. Sacral secunlY benellts I 20. I 12. 127.1 b Taxable amounl
21 Other Income _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
22 Add the amounts," the t,lr rIrlht celumn fer hn~s 7 ,21 ThiS Ie; vow IOlallncome
2301 Your IRA deduction I 2301 I
b Spouse's IRA dcductlon i 23b I
24 MOVing expenses. AItJCh Form 3903 Of 3903.F I 24 1
25 One,half of self,employment I,ll i 25 j
26 Self,employed health mSUfJnCe dcttucllon I 26 I
27 t<:eogn and sell.emOloyecl Sf? :;fJIls' :1 St? C~'Xk ~ j 27
28 Penalty on early wIltldrawal of S.Jvlnqs I 28
29 /ohmon)' PJld, Rl.'CIDlent's SSfl ~ I 29
8bi
~
19 I
, TO I
111
12 I
131
T4
1Sb
16b
17
18 I
19
20bl
2T I
.., 22 I
5,728.
I. 427 .
1
21. 736.
27.285,
10.308.
66,484,
30 Add hnes 23a throuoh 29 These .lrc V0ur total adiustments
I
I
I
I
I
I
I
..130
..13T
66.484.
31
511tltr.1ct hn!! JOtrom hf'~ n, Thilllyoufadlultad q,oll .ncom. "'ton tll.!" S:6 67J JnCCIl,I(t "vf"11
....,IIl rOll ,1"51 tllJrt $9 :JO".J (",'J IN'" t "0'" w.," )('U' 5.... [jrf'f'C ','l(e"'" (,,,,C,' ,,., '""ruel,o"s
:':,( 11". '~L",.:[ i~ , . I II.: '0"011; ""'''
Form 104D (1995)
Ferm 10411119951
Tax
Computation
If you want
the IRS 10
figure your
tax. see
InstructIOns.
Credits
Other
Taxes
Payments
Attach Forms
W.2, W.2G.
ond 1099.R
on page 1.
Refund or
Amount You
Owe
Sign
Here
Keeo a CODy
01 this return
lor your records.
Paid
Preparer's
Use Only
(C((i)r-:=:\" .
JEAN C, YOCUM
32 Amount from hne J 1 (adjusted Qross Hlcome)
331 C~.eck II' X You IIlfre 6S/older, Blind. Spouse w,n IlS/oldtl,
Add the number 01 bO.lles checked above .1nd enter the lalill here
b II your parenl (or someone elsc) can claim you as a dependent. ck here
c If you are maUled riling separately and your spouse ItemIzes dcducllOns
or you are a dual.status allen, see Instructions and check here
34 Enler {temlnd deductions rrom Schedule A. Ime 28. or
::oef Standlrd ded shown below for your filing status. But II you ckd
of any box on line 33a or b. see Instrucllons 10 find your standard
your: -Eed, If you checked box 33c. your slandard deduction IS zero.
. Single - $3.900 . Head 01 household - $5.750 . Married Ilhnq 10lnlly
or Quahfylng wldow(er) - $6.550 . Mamed 1IIIng separately - '53.275
35 Subtrocl hne 34 from hne 32
Blind
.. 33.
.. 33b
.. 33c
1
36 If In 32 IS S86,C2S or less, mullioly $2,500 by Ihe tolol no, Dt e.emolinns clolmed
on In 6e. If In 32 IS over $86.025. see the InstructIOns lor the amount 10 enter
37 Taxlble Income. Subtract In 36 horn In 35. II In 36 IS more than In 35. enter .0.
38 Tax. Check If from a_. X. Tax Table. b Tax Rate Schedules, c Capital Gain Tax
Worksheet. or, d Form 8615. Amount from Form(s) 8814 ,~e
39 Addllional toxes, Check II from , a Form 4970 b FDrm 4972
411 Add hnes 38 ond 39
41 Credit for child and dep care exp, Atlach Form 2441
42 Credit lor the elderly or the disabled. Allac:h Sch R
43 Foreign tax credl!. Attach Form 1116 .
44 Other credIts, Check II from a
Form 8396 c Form 8801 d
45 Add hnes 41 through 44 , . . . , ' . . ,
46 Subtract line 45 from 'lne 40. If hne 45 IS more than line 40. enler .0.
47 Sel'.employmenl ta., Alloch Schedule SE
48 Alternative minimum talt. Allach Form 6251.
49 Recapture la.es. Ck II from a FDrm 4255 b Form 8611 c
50 55 JOO Medicare talon lip Income nol reoon~ 10 emCloyer. A1l3Ch Form 4131
51 Tax on qualified rellrement plans. Including IRAs. II reqUired. aU Form 5329
S2 Advance earned Income credit payments from Form W.2
53 Housp.hold employment taxes. AttaCh Schedule H
54 .Add Ins 46 . 53. ThiS IS ';Our tot.11 t.1l
55 Fedefallocome lal Withheld. 11 any IS from FOfm(S) 1099. Cr.eck
56 1995 estimated talt paymenls and amount applied
from 1994 return. . .
57 Earned income credit Attach Sch~ule Ele If ~ou r.a.,e a QU.1h!YJnQ
chIld. rlont.1l.1ble earneo Income: amount ~
,nd lype .
58 Amount paId WIth Form 4868 (extenSion request)
59 Excess SOCial security and RRTA tax Withheld
60 O~er oayments. Check If from, a Form 2439
b _ Form 4136,
61 Add lines 55 . 60. These ore vour tala I paymenls
62 II line 61 IS more than llne)4. sublr3tt line 54lrom line 61. ThiS IS t~e amount you Overp.1ld
63 Amounl of line 62 you want Relunded 10 You
64 AmI of In 62 you want Applied to Your 1996 Esl TaK . ..j 64 I
65 II In 54 IS more than In 61. subtract In 61 Irom tn 54. ThiS IS the Amount You Owe.
For details on how 10 pay including uSing Form 1040.V. Payment Voucher. see l!1slr .
66 Estimated tax oenallv, Also Include on line 65 I 66 I
41
42
43
F Drm 3800
Form (spec)
b
44
Form 8828
.
55
56
57
58
59
60
1.300.!
193-1-1-5468 p,,,,,, 2
~ 66,484
34 24,426.
35 42.058.
36 2.500.
37 39.558.
38 8,046.
139 8.046.
.. 411
I 45
.., 46
I:
49
50
51
52
I 53
'" 54
8.046.
5.962.
14.008.
"I 6T
.. 62
.. 63
I. 300.
65
12.868.
Under oen,'l~!. 01 oeljUfY. I dec!.l'!! th.lll h.l~ I!l,Imlnt'd Ut!\ relurn .1nl1 .1cccmo.tny,nQ i{nt!1:lu1n .'no ..I.llernl'nli. and 10 thf' be'l 01 my Ilno",Il'I1Qe.100
bellel. ~ .l'e trlle. correct. .:1m:! comOlete. Decl.lIallOn 01 P'l'O,llel 1OlN!' tholn l.upa~1j Ii tl.1ied on all .nIOlm,thon 01 _lien 1I'l'II"'" hol\ any IH1o.....lt'Oqe
160,
'(OUf SlQnalure
~!::. ......J -~. ., .. t.,'
SpOUie!. S.qnatufe. rt.. JOIn! HelU1D. BOTH Muil ::i'Qn
lo.'ll!
- , .
-,,",,-,':'
I Dolll!
l;n;T~;;ol~~n
I ::lpOUie\ U({UC,I,Qn
.
P'epol'"'' ) ~ I
S.qnJIUfe ~t'!
f"m\N.llme
ll)l'~",t
'.elt."mptOy1"(ll
.lno Adaren
I - I'a"lt
........~,,'; :-I'o..L-
~lartson Deardortf '~1l11 ams
. 10 East H,qh Street
Carl,sle
I Cht(~.1
04/11/96 itlfpmOIOy1!(J
& Ot to I
Elt.
PA 1'::PCrAe
f'JIAOI1? l"~<l~
I PIl'O.ll'e, \ SOC'oll S~CUfllyrjO
178-44-4924
23-2002197
17013
Olne." U.. Off,
1
9
9
5
For Pennsylvania Residents Only .. '. r-:-'. I'~' -;
PA-4l1R Income Tax Return \ i:~ I (
- You musllilt by midnight Monday. ApnltS. 1996-
fl~cal Yelr flier Pl"~'IlIl'"" 11')1 [p,J..,., __ I'm
-:~mmonweillltl 01 Plll1nwl...anl.l P:, Ot'oarlmf!nl at P.....f!flUU Type Filer: lCheck Only One)
5 X M J
R
r
5inQI,
Mimed JCMnl
filin9 5'p"'I",
rlnal
C'..U Hf'1I Only II.. PArt.fUI HI!'\llll'l\l
from
1115 to
")<j!l
193-14-5468
Ispou\e \ SOCI.!1 SecUllty twmbl!' - E'.elll' f,hnq 5"0"'.11"",
Spou\e\ tjJrn~ 11,1\1. I.r\l JIl(J mil10,f! '",".11)
NIl'M 01 thl 5chocM D"ln"
""'~ItyQU"YflJo.Ctmtll!1 J\. 1')95
5hlppensbur~ Area
5th0a6 Diltnct Cod.
fOUl SOCi,l' 5"CUllrv NumMI
'",me tin!. 1,'\l.1nO mlOdle 1",,1oIl)
YOCUM. JEAN C.
Slret! Addl"U "nc;IUIJlrWJ numtlell
21800
604 BRENTON STREET
C,t.,.
I ~llldl Roul" 0' Po..' Oft.ce 80. No
l':IPcwe
1 a Gross Pennsylvania compensatIon. 1 al
1 b Unrelmbursed employe business expenses. 1 bl
1 c Taxable Pennsylvama compensation. Sublract line 1 b tram line 1 a
2 Taxablt ,"Ierest. Complele Pennsylva",a Schedule A ,lover $1.COO
3 Ta.able dlvldenas. Complete Pennsylvanta Schedule B .f o...er $1.000
4 Nellncome or (loss) Itom the operation at a busmess. profeSSIon or farm
5 Nel gain or (loss) !rom the sale. exch<1nge or dispOSition at Cloperlv
Sa Amount of I)3ln eXCluded on PA Schedule PA.19 5 a
6 Net Income or (loss) from rents, loyalties, patents or copyrlghls
7 Estale and trust Income. .
8 Gamblmg and lollery wInnings
9 leul PA TJxJD!e Income. a~dd lines te. 2. 3..t. 5.5.7 Jnd 8. 00 not deduct (IDues))
10 Penns Ivania Tax Llabili . Mulllolv line 9 bv 2.8% (0028)
" Tolal Pennsylvania tax withheld.
1995 Estimattd paymtnts and Credits. See ,"slrucllons
12a Credit from 1994 Pennsylvama lax return 1261
12b 1995 eSllmaled ,"S1allmenl payments 12b!
12c Payment With 1995 extenSion reQuest 12cl
12d Total esllmaled creOl1. Add hnes 12a, 12b and 12c
Tax forgiveness 'rom fA Schedule SP. See Instructions
13a Housenald membefS Irom tine 4. Part II of PA Sct:eaule SP 13 a~ I
13b E"glbl"~ ,.come lrom I,"e I, Part III 01 PA SchOllule SP T3bl 100
13c Your 10Ul ,"cnmelrom hne 11. StepS, SPWorksheel, 13c1 00
13d Tax forgiveness from hne 6. Part III of PennsylvJntJ Schedule SP 13dl
14 Tolal credit for taxes paId to other stales or counlues 14 I
15 Employment lflcentlve C<1yments credit. 15 I
16 Total Credits and Pa mtnts.Addhnes l1,12d, 13d, 14,1na 15) 16 I
17 Tu Due. illlne to IS more Inan line 16, see InstrucliOns aM ccm(:lele Pennsvl...anlJ t'J,ment Voucner
18 Overpayment. (Line 16 IS more than Ime 10) 18
T9a AmDunl 01 line 18 to be refundtd
19b Amount ot line 1810 be credited 10 Your 1996 E!:.limaled Tax ~ccounl
19c Amount of line 1810 be donated to Wild Resource COrl!'.clv.1lton Fund
19d Amount at line 1810 be donated to U.S. OlympIC Cummlllee. PennSYI...anla DIVISIon
The Total of line') 19,11t1f()tJon 19(1 Must eQual line 18
"'pltto
SHIPPENSBURG
1;I;e
ChICk II You Will Hal H.ed. '''' PA Tn 800101.,
17257
00
00
lei
2 I
3 I
4 I
5 1
00
6 I
7 I
8 I
9 I
TO I
i 11 1
Ir.OICA Tt. HOW MAf~Y Cf
EACH FORM OR SChEDULE
IS All ACHED
00 .0Ifolm,W,l
5.728,100 . 01 SCheOul.S uE
1.427,00 . 01 SC~OUIt'\ A I
00 . oISc.heOult\ B I
21.736.100 . 01 Schedules C
. oISc~ulesRjI(.1
00 .01 Sc.t'leaultS F
00 .0fSc.hrClule\Cf
00 . of Schedule\ 0 ---1
28.891.00 . 01 Sc.l'll!dule\ 0.71
809.100 . OIS'~Clule\PA.19
100 . 01 Schtouln E -
.01 Sc.heoulesJ .
.0IS~ule\0.1
200,100
,
Isa..ou1e sP
,
I ICh""""""""m,,,,,
.d.'OIQ,vene\\1
[00 . of Schedule\ G
00 . of Sdledull!\ W
00
200,1001
17 609.100
001
19a1 00
19b1 :00
19c1 :00
19d1 ,00
Sign Your Return. Under penaltIes at pefjury. I (we l' f1hno 101n11Y) declare 1I1JII (we) tlave examined thiS relurn. Inctuc1lng all accomp.1nYlng
':J,:nedules and statements, Jnd to Ihe best 01 my lour) bellel. IllS true. correCI and complele.
f'~Ur S''1''.lIUle I Ddle I 'I)Y' 0.:C\Jo,]\,on ! ::;:o".,e\ 5''ln.lIlJ1f!
X'-~' "'.v" ,. !RETIREO X
Be sure you (and your spouse) siqn. Check all math. Attach all schedules and 'arms.
::;.Ile
lS00U\.sO<:CUD.1I1OO
I D.lwl.m, r""lIhon, ~4"m[)f<'
P'I!'Pdl"'" fl.llne I
Manson Deardorff w1l1,ams & Otto I:,'"
}Q=0~~~2g~~t~!t============================J
(olf Il s Ie PA 17013!p"I'."f"" r.....t'Ihon,rt"mbl'1
St It "1.::", J- k"l II
....1.:,1(....11
04/11/96
(717) 2,13-3341
,.f, ~f:I
is-. (is-3
BUREAU Dr INDIVIDUAL TAXES
IHtI[Rl1AHC[ lAIt DiviSION
OEPT. :10.01
IIARAI5I1URG. fl& 11l:a'DbOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(~/ ~.~;d..
,~~
NonCE or INIlERITANCE TAX
APPRAISEMENT, ALLDWANCE OR DISALLDWANCE
or DEDUCTIDNS AND ASSESSMENT or TAX
Il'lhl III" Ill-hI
IVO V OTTO III
MARTSON ETAL
10 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-10-97
YOCUM
03-28-96
21 96-0283
CUMBERLAND
101
JEAN
C
Anount ReniU.d
PA 17013
HAKE CHECK PAYABLE AND REMIT PAyMENT TO:
REGIST~R OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiiV': i5'4T EiCAFi>- - ii 2=9 i.-j"ijilY i c r- OF -"iNHERiT ANCE- Y;',c-XPPRX is EH ENr-; -AiToWANCE-oli--- - _n_ - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YOCUM JEAN C FILE NO. 21 96-0283 ACN 101 DATE 03-10-97
TAX RETURN WAS: (X I ACCEPTED AS FILED
( I CNANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.d Estato (Sch.dul. Al III
2. stocks and Bonds (Schedule OJ (2)
3. Closely Held stock/Partnership Interest (Schedule CJ (3)
4. Hortgagas/Hota. Recelvable (Schedule OJ (4)
5. Cash/Bank Deposits/Hlsc. Personal Property (Schedule El (S)
6. JointlY Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tot.l Assets
NOTE: To Insure proper
credit to your account,
subllit the upper portion
of this forn with your
tax payne"t.
.00
14,008.57
.00
.00
48,699.62
.00
.00
(81
62,708.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adn. Costs/Hlsc. Expenses (Schedule HI (9)
10. Debts/Hartgage liabilities/liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Ta_ Return
13. Charitable/Governmental aequests ISchedule J)
14. Net Value of Estate Subject to Ta.
16,051.05
24.958.33
1111
1121
1131
1141
41.009 38
21.698.81
.00
21.698.81
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:
1S. A~aunt of lln. 14 at Spousal rat. CIS)
16. Aaount of line 14 taxable at Lineal/Class A rate (16)
17. Anount of line 14 taxable at Call.teral/Class Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
12-19-96
NOTE:
.00
21.698.81
.00
X .00=
X .06=
X ,15=
1181
,00
1. 301. 93
.00
1.301.93
RECEIPT
NUMBER
AA184972
DISCOUNT
INTEREST
('1
(-I
.00
1.301.93
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1. 301. 93
.00
,00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS TIlAN tl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE or TNIS rORM rOR INSTRUCTIONS,)
In
"...
c
c..:
,
~J ,',
c::-
'"
\~
~~
00
RESERVATJDN: Elt,t.. of dlcldlnt. dying on or bafor. Dlc..bar 12. 1982 -. If any lutur. Int.r..t In thl ,,'at. I_ transfarred
In pOlsI..lon or ."Joy..nt to CI... B (eol1at.r.l) blne'.clarl.. 0' the dlcld.nt aft.r thl ..plratlon of any ..tat. for
II', or for y..r., the Cc..anw.aith har.by I.pr..sly r...rv.. thl right to IPpral.. and ...... tranl'.r InherltanCI Ta...
at thl lawful CI... a (colle'.ral) rata on any such future lnt.rl.t.
PURPOSE OF
HDlICEt
To fulfill thl requlr...nt. of Slctlon Zl~O of thl InherltanCI and E,t.t, Ta. Act, Act ZZ 01 199.. 72 P.S.
Section 21""0.
PAVHENT I
Detlch thl top portion of thll Notlcl and .ub.lt with your ply..nt to thl Alglltar of Wills printed on thl ravar.. ,Id..
--"ak. ch.ck or 80n.y ordu payabl. tOI REGISTER OF MILLS, AGENT
All pay.ant. r.c.lv.d .hall flr.t b. appll.d to any Int.r..t which .ay b. due with .ny r...lnd.r appll.d to the t...
REFUND (CRJ: A r.fund of a ta. cr.dlt, which w.. not r.qu..t.d on the Ta. R.turn, .ay b. r.que.t.d by co.pl.tlng an "Application
for R.fund of P.nn.ylvanl. Inh.rltance and E.tata Ta." (REY-1313). Application. .ra av.llabl. at th. Office
of tha Ragl.t.r of Will., any of the 23 R.v.nua DI.trlct Offlc.., or by c.lllng tha .p.clal Z~-hour
an'wlrlng ..rvlc. nu.b.r. for for.. ordlrlngl In P.nn.ylvanla I-IDD-362-Z050, out.ld. P.nn'Ylvanl. and
within local Harrl.burg .r.. (111) lI1-a09~, TOO' (111) llZ-ZZ5Z (Haarlng I.p.lr.d Only).
OBJECTIONS I Any p.rty In Int.r..t not ..tl.fl.d with tha .ppr.I....nt, .llowanca or dl..llowanca of d.ductlon., or ........nt
of ta. (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .u.t obJlct within .I.ty (60J day, of r.c.lpt of
this Notln byI
--wrlttan prot..t to the PA D.p.rt..nt of Revenu., Board of Appeal., D.pt. ZIIOZI, H.rrl.burg. PA 11121-IOZI, OR
--.lactlon to h.va thl .atter d.ter.lnld .t audit of thl account of tha per.on.1 r.pra..ntatlva, OR
.-.pp..l to tha Orphan.' Court.
ADHIN
ISTRATtVE
CORRECTtONS1
ractual arror. dl.covered on thl. ...e...ent .hould be .ddr....d In writing tOI PA Dep.rt.ant of R.v.nue,
Bure.u of Indlvldu.l la..., ATTN: Po.t Asse.s..nt Revl.w Unit, Dept. ZI06DI. Harrl.burg, PA 11128-0601
Phon. (111) 181-6505. S.. p.ge S of the bookl.t "Instructions for Inh.rltance Ta. Return for a R..ld.nt
O.c.d.nt" CREY-1501) for an ..planatlon of ad.lnl.tratlvlly correctabla 11'1'01".
OISCOUHT1
If .ny ta. due I. paid within thr.. (3) c.l.nd.r .onth. .ft.r tha deced.nt', de.th, . flv. p.rc.nt C5%) discount of
the t.. paid I. .llow.d.
PENAlTY I
The 15% ta. .ane.ty non-partlclp.tlon p.nalty I. coeputed on thl tot.l of the t.. .nd Int.r..t .......d, and not
paid b.fore J.nu.ry II, 1996, the flr.t day .ft.r thl .nd of the t.. aan..ty p.rIOd. Thl. non-p.rtlclpetlon
Pln.lty I. app..l.bl. In th. .... ..nner .nd In the the .... tl.. p.rlod .. you would appeal the t.. and Int.r..t
th.t h.. b.en .......d .. Indlcat.d on thl. notlc..
INTEREST:
Intlr..t I. cherged bIg Inning with flr.t day of d.llnqu.ncy, or nln. (9) lonth. and on. (1) day fro. thl d.tl of
de.th, to the data of pay..nt. T.... which b.ca.. d.llnqu.nt b.for. J.nuary I. 1982 b.ar Interl.t at the rat. of
.1. (6%1 plrClnt per annul calcul.tld at . dally ratl of .OODI6~. All t.... which beca.e dellnqulnt on and aftlr
January I, 1912 will b..r Int.r..t at a r.tl which will vary '1'0. cal.ndar veer to c.l.ndar y.ar with that ratl
Innounc.d by thl PA Olpart..nt of Rev.nu.. Th. .ppllcable Inter..t r.t.. for 198: through 1991 erll
~ Inter..t Rate naUy Int.,...t racto" :!!.!! Intere.t R.t. Dally Intere.t racto,.
19IZ ZO% .Ooa5~1 1987 .~ .000247
1983 16% .Ooa438 1981-1991 11:( .000301
1984 11:( .Ooa301 199Z .~ .000l41
1985 U~ .000356 1995-1994 n .000192
1986 10:( .000l74 1995-1997 .~ .000lU
--Int.r..t Is calculated .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNSER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlc. I..ued a'ter the ta. beco.e. d.llnqu.nt will reflect an Inter..t c.lculatlon to fl'te.n tl5t day,
b.yond the date of the a..e...ent. If pay..nt I. .ade .ft.r the lnt.r..t coeputatlon data .hown on the
Hotlce, addltlonel Inte,...t au.t be calculated.
LS 1,\/1': OF .IHN l'. YO('lI:-'1
('( ::-'IIlERI.,\NI> ('( 1I 'NTY FILE :\0, 21-'l6-2X3
10:l.l'o\SI'
KNOW 0\1.1. :-'IEN BY TIIESE PRESENTS (hat I. KAlI IY J. YOCU:-'1. the residuary leg.llee
under the I.ast Will and Testamelllof JEAN C. YOCUM. late of Shirrensburg. Cumberland Coullly.
Pennsylvania. Jeceased. Jo herehy acklllll\ledge Ihat I have this day had and received of anJ Irom
KATIIY J. YOCUM, Execulrix under the I.asl Will and Testamelllofthe said JEAN l'. YOCUM. the
elllire eslate residue. in full satisl;letion and paymelllof my legacy under the terms of saiJ I.asl Will and
Testamenl.
AND. T1IEREFORE. I. Ihe said KAn IY J. YOCUM. do by these presenls remise. rclease. quil-
claim. and Il)rever discharge the said KAlI IY J. YOCUM. Executrix alllrCsaid. her heirs. exeeUlors and
administrators. of and Iromlhe aloresaid legacy. and of and from all aClions, suits. raymellls, accounts.
reckonings. claims and demands \\h.l:ever. from the beginning of tilc \\orld III Ihe day of the dale of these
rresellls.
AND. THEREFORE. I. the said KATIIY J. YOCUM. agree to refund to KATHY J. YOCU~1.
Executrix aloresaid. any rortion of the distribulion 10 which I am not rrorerly elllitled, .md 10 the extelll
of said distribution, 10 indemnity said Execulrix lor claims made against her as Executrix. and 10
reimburse 10 said Executrix all exrenses and COSIS incurred in connection with any such claims.
AND I hereby conselll and agree that Ihe Orrhans'Court of Cumberland County may discharge
the said Execulrix uron arrlication, \\ ilhout further nOlice to me.
IN WITNESS WHEREOF. I have hereunto sel my hand and seal this
.199.
t" day of
Witness:
Kathy J. Yoeum
COMMONWEALTII OF PENNSYI. VANIA )
: 5S.
COUNTY OF CU1I.lBERL:\ND )
- .d\. '" I
On lhis. Ihe t L day of CLfJ-'U....... . 19'17. bel(Jre me. a NOlary Public. rersonally
arpeared Kalhy J. Yocum. known to me to be the rerson whose name is subscribed 10 the within
instrument and acknowledged that she executed same Illr Ihe rurposes therein cOlllained.
IN WITNESS WHEREOF. I h.t\"C hereulllo set my hand and oflicial seal.
/i . .'..
.,..C~ 'Lu<.. . "
Notary Public
r;";',:'I.. -,J!
'."~~.7+L'~:':' "i'.;:;~:;: "~:"."\o