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Nu. 21 - 96 - 341
Eslule ur LESTEI{ S. ESEH, Ileeeused
IlECHEE OF I'IWBATE ANIl (JI{ANT OF LETTEHS
AND NOW.
APRIL 26,
. 1996. in consideration of the petition on the
reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 26, 1989. described therein be admitted to probate and
tiled of record as the last will of LESTER S. ESER and Letters Testamentary arc hereby granted to Ruby
D. Eser,
FEES
['robate. Letters. Etc.
Short Certi ficates( 3 )
Renunciation
X-PAGES
-dCI'
TOTAL
$ 50.00
$ 9.00
$
$
$
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.. Register 0 Wills . '1'
MARY C. LEWIS
Stephen L. Bloom
(49811)
MARTSON, DEARDORFF. WILLIAMS & ana
10 East High Street
Carlisle. PA 17013
(717) 243,3341
Will Book #
Puge
Filed APR IL 26, 1996
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unwilling to serve in such capacity, then I appoint the said
LESTER G. ESER to act in such capacity.
5.
I direct that my Executrix or Executor shall not be
required to file a bond to secure the faithful performance of
their duties in any jurisdiction.
6 .
I authorize and empower my personal representatives, in
their sole and absolute discretion, to purchase or otherwise
acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge,
mortgage, trans fer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my
estate for such terms and such prices as they may deem
advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge
any real or personal property forming a part of my estate or to
join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of others
against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional
shares in property different in kind from any other share; and
to execute and deliver such instrUments as may be necessary to
carry out any of these powers,
2
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CERTIFICATION 01' NOTICE UNDER RULE 5,6ral
Nillne of Decedelll:
LESTER S. ESEI~
Dale of De:uh:
April". 199(,
rile No.
21-9(,-341
To the Regisler:
I cenify that noliee of beneficial illleresl required by Rule 5.6(a) of Ihe Orphans' Court Rules was
served on or mailed to Ihe following heneficiaries of Ihe ahove.caplioned eslale on or about April 30, 1996:
Main!:
Address
Ruby D. Eser
60 West South Slreel. Carlisle. PA 17013
Notice has now been given 10 all persons elllilled Iherelo under Rule 5.6(a) exeepl: Nt A
Dale: April 30. 1996
Signalure
Name
?' j ,'--<:
~./~ _, ~ _~~v__
'--Slephen L. Bloom
MARTSON, DEARDORFF, WILLIAMS & OTTO
Ten East High Slreet
Carlisle. PA 17013
(717) 243-3341
Counsel for personal representative
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REV-1547 EX AFP 112-95)*,i
COH"OHW(ALltt or PLNNSYlVANIA
OEPAA'H[Nt or AlVlHU[
BUR[,lU Dr INDIVIDUAL lurs i .'
orp,. :80601
tIAAAISBURC, PA III:a-06DI .,
E'StATE-OF-'=ESER~~==[!:S TE'R~"~' S"-'o~~_c_~~~~---c~'-~':-'
DATE OF DEATH 04-04-96
ACN 101
NOTICE OF INItERITANCE TAM
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
DATE 09-23-96
219"6-0141
CUMBERLAND
FILE NO.
COUNTY
NOTE: TO INSURE PRDPER CREDIT TO YOUR ACCOUNT. SUBNIT TItE UPPER PORTION OF THIS FORN WITH YOUR TAM
PAYNE NT TO THE REGISTER OF WILLS. NAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
STEPHEN L BLOOM
MARTSON HAL
10 E HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
Anou"t Renitt.d
CUT' ALONG THIS LINE ~ RETAIN LOWER PORTION FO'R YOUR RECORDS .....
ifE"v: iS4T Eif"iiFpunF9sY-Nor-icEuoF-YNHERii'AifcE-YAx"A"PP RAIsEifENT-,uj\L.DiwAiicE-iflimm-m-mm
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ESER LESTER S FILE NO. 21 96-0341 ACN 101 DATE 09-23-96
TAM RETURN WAS: I X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ra.l Esbi. (Schedule A) el)
2. Stocks and Bonds (Schedule BJ (2)
3. Closely Held stock/Partnership Interest (Schedule C) (3)
4. Hartg.ges/Notes Receivable (Schedule OJ 14)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) IS)
&. Jointly Owned Property <<Schedule f) (&)
7. T~.nsfe~s CSchedule GI (7)
8. Total Assets
.00
20,00
.00
.00
11.504.36
.00
.00
181
11 .524.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adn. Costs/Hlsc. Expenses CSchedule H) (9)
10. Oebts/Hodgege Liabilities/Liens CSchedu1e X) nO)
11. Total Deductions
12. Net Value of Tax Retu~n
'13. Che~iteble/Gove~nnent.l aequests (Schedule J)
14. Net Value of Estate Subject to Tax
10.972,00
.00
1111
1121
1131
1141
10,97;1 DO
552.36
.00
552.36
and 18 will
date.
If an assessment was issued previously, lines 14, 15 and/or 16. 17
reflect figures that include the total of ~ returns assessed to
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal
16. Anount of Line 14 taxable at
17. Anount of Line 14 taxable at
18. P~lncipal Tax Due
TAX CREDITS:
PAYNE NT
DATE
NOTE:
rate
Line.l/Class A ~at.
Collat.~al/Class 8 ~ate
552.36 M .00=
.00 M .06=
.00 M .15=
I1BI
,00
.00
.00
.00
1151
(16)
(17)
RECEIPT
NUNBER
DISCOUNT 1+)
INTEREST 1-)
ANOUNT PAID
i TOTAL TAX CREDIT I
,BALANCE OF TAX DUEl
INTEREST AND PEN. I
TOTAL DUE
.OQ
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
Ie)
RESERVAtiON: E'tate, of decedent, dying on or be far. Oece.b.r lZ, 19B2 -- If any future Intere.t In the e.tate I, Iran.f.rred
In pa..e..lan or enJay.ent to Cia.. a Icallateral) beneflclarle. of the decedent aft.r the expiration of any e.tat. far
life or for year.. the COBBonw..lth her.by e.pre.,ly re,.rv.. thl right to appr.l,e .nd 8..e" tran,f.r Inheritance f....
.t the I.wful Cia.. B (collateral) rate on any .uch future Int.re.t.
PURPOSE OF
NOHCE:
fa fulfill the requlre..nt. of Section 21~0 of the Inh.rlta"cl and E.tate fax Act. Act Z2 0; 1991. 12 P.S.
Section ZIIoO.
PAYHENf I
Detach the top portion of thl, Notice and .ub.lt with your p.y.ent to the Regl.ter of Will. printed on the r.ver.. .Ide.
hMakl check or .oney order payable to: REGISTER OF'MILLS, AGENT
All p.y.ents received .hall flr.t b. applied to any Intere.t which .ay be due with any re.alnder applied to the ta..
REFUND I CR) I
A refund of a tax credit, which was not requ..t.d on the fa. Return, .ay be r.qu..ted by coapletlng an "Aopllcatlon
for R.fund of P.nn.ylvanla Inh'rltance and E.tate rax" IREY-I]131. Application. are 'available at the Office
of the R.gI.ter of Will., any of the 23 R.venue Ol.trlct Office., or by calling the 'Plclal ZIo-hour
answering ..rvlc. nuab.r. for for.. orderlngl In p.nnsylvanla 1-800-362-2050, out.lde P.nn.ylvanl. and
within local Harrisburg araa (117) 181-B091o, rDDI (,llf) 112-ZZ52 (H.arlng I.p.lr,d Onlyl.
OBJECHONS:
Any party In Intere.t not .atl.fled with the appralse.ent, allowance or dl.allowance of deduction., or a..e...ent
of tax (Including dl.count or Intere.t) a. .hown on thl. Notice au.t obJ.ct within .I.ty 1601 day. of receipt of
this Notice by:
--written prote.t to the Pi Depart.ent of Revenu., Board of Appeal., Dept. 2810ZI. HarriSburg, PA 17128-1021. OR
..'I.ctlon to have the .attlr deter.lned at audit of the account of the p.r.onal repre.entatlve. OR
.-app.al to the Orphan.' Court.
ADHIN
ISTRAHVE
CORRECTIONS: Factu.l error. dl.covered on thl. a...s..ent .hould bl addre"ld In writing to: PA Depart.ent of , Revenue,
. Bureau of Individual rau" AnN: Po.t AUII...nt Review Unit, Dept. 280601, Itarrhburg, PI. 171211-0601
Phone (717) 7al-6505. See p.ge ] of the bookllt "In.tructlon. for Inheritance rax Return for a Re.ldent
Decedent" (REV-1501) for an ..planatlon of ad.lnl.tratlvely correctable error..
DISCOUNh
If any tax due I. paid within three (]) calendar .onth. aft.r the d.c.d.nt'. d.ath, . flvl perclnt 15~) discount of
lI.a tax paid Is allowed.
PENALTY:
Thl 15~ tax aanl.ty non-participation plnalty I. co.putld on the tot.1 of the tax and Intere.t a......d. and not
paid be for. January la, 1996, the flr.t day after thl .nd of the tax a.ne.ty period. Thl. non-participation
penalty I. appealable In the .a.e .anner and In the the .a.e tl.e periOd a, yOU would app.al the tal and Inter..t
that has been a.....ed .. Indicated on thl, notice.
INTEREST:
Intere.t I. charged beginning with flr.t day of delinquency, or nine (9) nonth. and one (I) day fro. Ihe date of
death, to the date of pay.ent. Taxe. whiCh b.ca.e delinquent before January I, 1911Z bear Inter..t at Ihe rale of
.1. (6X) perc.nt per annUB calculat.d at a daily rate of .000164. All ta.e. which beca.e delinquent on and after
January I, 19B2 will be.r Intere.t at a rate which will vary fro. calendar year to calendar ye.rwlth that rate
announced by the PI. D.part.ent of R.venu.. The applicable Intere,t r.t., for 19112 through 1996 arel
!!.!! tnlerut Rate Dl'Illy tnterut ractor ~ Intere.1 Rille Dlllly Intere.t raclor
1982 2U .000548 1981 9% .000241
19113 16X .OOO~3lI 1988-}l'91 11% .000301
19111o 11% .000]01 1992 OX .000Zlol
1985 13% .000356 199]-19910 n .000192
1986 10% .000274 199!.-1996 ., .000~lol
--Interlll Is calculated n. follow.:
INTEREST = 8^L^NCE OF T^X UNP^ID X NUN8ER OF D^YS DELINQUENT X D^ILY INTEREST F^CTOR
--Any Notice I..ued after the tal beco.,s dellnquont will refl.ct an Inlerest calculation 10 flftoen II!.) dllys
beyond the date of the a'.....ent. If paya.nt i. .ade after tho int.re.t cOIPutotlon date shown on lhe
Notice, additional Int.rl.t IU.t be calcul.t.d.
1'~~V"~O~.~X'119') *'
COMMON\'w1.At '" 01 I'l "mSYlVANIA
lJ( I1AlllMIHI 01 lU VI NIII
m'" 2A(Y,(}1
IIAlUllSlIUHG I'A '1126 lY,01
D[CEDENT S NAM[ ILAST, ,HlST, AND MIDDl[ INITIAl)
ESER, \.cstcr S,
(19)
20, 11 line 19 is greater than line 18, enter the difference on line 20, This is the OVERPAYMENT (20)
A. 0 Check here If you are requesting a refund of your overpayment.
21, 11 line 18 is greater than line 19, enter Ihe difference on line 21, This is the TAX DUE.
A, Enler Ihe interest on the balance due on line 21A,
B, Enter the total of Line 21 and 21A on line 21B, This is the BALANCE DUE
Make Check Payable to: Register of Wills. Agent
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH"
Under penalties of perJury. I declare that I have examined thiS return. includIng accompanYing schedules and statements. and to the best of my knowledge and
belief, It 15 true. correct and complete I declare that all real estate has been reported at true market value Declaration of preparer other than the personal
represe t live IS based on all Information of which preparer has any knowledge
SIGNA1\ l or ~SON ~NS(~OI1 fllINr\.RETURN ADDRESS DA.l[
V I I ( ~ ) 60 Wcst South Slrcel. Cilrlisle.I'A 17013 t../I5"/'i?
S,GNATUR OF fiR HER ttiilt^NR(I~SENTATIV[ ADDRESS DATL
__ _/, ''l ,.J..", _ _ _ 10 Easllligh Streel. Carlisle.I'A 17013 / /
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t4I-ERIT ANCE TAX RETURN
RESDENT IECEDENT
('TO BE FLED t4 DlPLICA 1E
\MTH REGlS1ER OFWLLS)
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for dalcs of dcath aftcr 12/31/91 check hCle If a I I
spousal poverty crcchtls claimed
FILE NUMBER
~ I %
COUNTY CODE YEAR
3.11
NUMBER
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DAI[ or OEATtt
11,1/11,1,%
IlrCEot:NT S COMI'lI:11: AIlDUFSS
IJII Wesl South SlreCI
'JATE or IIIH/II Carlisle. I'A 17111.1
IIH'II'J!~H COUNTY CUlllherliluJ
SOCIAL SECUIUrf NUMnm AMOUNT HECEIVED ISE[ INSTRUCTIONS)
SOCIAL SECUU1TY NuMllLH
15'l.~.I.H~IJH
(.! Appl<dblel SvI'w..tng SpOullt' N."1. II...' I_II ANI M~M!fllf1d'ol'l
lOSER. Ruhy 1>,
1, Original Return
2, Supplemental Return
3, Remainder Return
(for dates of death prior to 12.13.82
5 Federal Estate Tax Return Required
chS;
ll!l!l
S~
4a, Future Interest Compromise
(for dales of death alter 12.12.82)
6, Decedent Died Teslate 7, Decedent Maintained a living Trust
(Attach copy of Will) (Allach copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADORESS
Slephen \., BLOOM MARTSON. I>EARI>OI\FF. WILLIAMS & ona
TelEPHONE NUMBER \(lEast High Streel
(717 )243.3341 Carlisle. I'A 17013
4, limited Estate
o 8 Total Number of Safe Deposit Boxes
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1, Real Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
3, Closely Held Stock/Partnership Interest (Schedute C)
4, Mortgages and Noles Receivabte (Schedule 0)
5, cashhBank Deposits & Miscellaneous Personal Property
(Sc edule E)
6, Jointly Owned Property (Schedule F)
7, Transfers (Schedule G) (Schedule L)
8, Tolal Gross Assets (total Lines 1.7)
9, Funeral Exp.enses, Administrative Costs. Miscellaneous
Expenses (Schedule H)
10, Debls, Mortgage Liabilities. Liens (Schedule I)
11, Total Deductions (tolal Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
13, Charitable and Government Bequests (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
15, Spousal Transfers (for dates of death after 6.30.94)
(Include values from Schedule K or Schedule M)
16, Amount of Line 14 taxable at 6% rate
(Include values from Schedule K or Schedule M)
17, Amount of Line 14 taxable al15% rate
(Include values from Schedule K or Schedule M)
18, Principal tax due (Add tax from Lines 15, 16, and 17)
19, Credits Spousal Poverty Credits Prior Paymenls
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
11.524,36
~II,1I11
11.5114,36
IO.'ln.OO
(9)
(10)
10.9n.OO
55~,36
(11)
(12)
(13)
(14)
x .00 =
0,00
55~,36
55~,36
(15)
(16)
(17)
x .06 =
x .15 =
(18)
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x
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Discount
Interest
+
+
(21)
(21A)
(218)
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5ctlll<Ue E
Cash, Balk Deposits and MiscellllOOUS
Personal Property
COMMOtMQ.L1H OF PENNSYlVANIA
INtlERIfANCE TM RElURN
RESIDENT DECEDENT
FILE NUMBER
34\ Eslllte 96
ESTATE OF
ESER, Lester S.
(All property jolnlly,owned wilh Righi of Survivorship must be disclosed on Schedule F ,)
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
..--r:-...-mCiiaiaiinliiilf..'S'iiviiigs.i\cciiiliii'ITll3J8To.srOO'.........................................................................................1..................."Y'1::f91:3U
..........:z:..........!Acciiiiio.li1lc.icsf'lo"Nii:"Y'.................................................................................................................................................................."[1:[iG
........................1....................................................................................,...................................................................................,.........................................................
Schedule E TOTAL
S 11.504.36
.'
'*
5cheWleJ
Bel1llficlcries
COMMOfMlAl.lll OF PENNSYLVANIA
INIIERlfANC[ TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ESER, I.ester S,
FILE NUMBER
34 I ESlate 96
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequests:
IRuby D. Eser 'S I
160 Wesl Soulh Slreel I pOllse 100% estale residue
Carlisle,f'A 17013 1
........................1.......................................................................................................................................1......................................I
RELATIONSHIP
SHARE OR AMOUNT
OF ESTATE
I.
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR
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======~===~=~~=~~~=:~~=~~~~=~:==~=~~~:~==T-=--=~=:~~~
....................... .................................................................................................................................................................................,......................-1-..................................................
L:::~:::::::::::::::.::::::::::::::::::::::::::~::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::~::::::::::::::::::::::::::::::::::::::::t:::::::::::,'::~:::::::::::::::::::::::::::::::.
Schedule J TOTAL
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unwilling to serve in such capacity, then I appoint the said
LESTER G. ESER to act in such capacity,
5.
I direct that my Executrix or Executor shall not be
required to file a bond to secure the faithful performance of
their duties in any jurisdiction.
6.
I authorize and empower my personal representatives, in
their sole and absolute discretion, to purchase or otherwise
acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge,
mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my
estate for such terms and such prices as they may deem
advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge
any real or personal property forming a part of my estate or to
join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of others
against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional
shares in property different in kind from any other share; and
to execute and deliver such instruments as may be necessary to
carry out any of these powers.
2
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IN WITNESS WHEREOF I have hereunto set my hand and seal
this d~.JA, day of
Ju-/t
, 1989.
if1.,QL,l ;. ~k
(SEAL)
Lester S. Eser
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
testator, as and for his Last Will and Testament, in the
presence of us, who at his request, have hereunto subscribed our
names as witnesses thereto, in the presence of the said testator
and of each other.
._ ~~~~U~-
30 L!J Cl. \ G (n .-if r t fI
3
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COMMONWEALTH OF PENNSYLVANIA )
: 55.
COUNTY OF CUMBERLAND )
I, Lester S. Eser, testator, 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; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
-..P
,~t VI)y f'~\
Lester S. Eser
Sworn or affirmed to and acknowledged before me by Lester
S. Eser, the testator, this oJl,,#V day of .....)Wy ,1989,
Ii .I).A/U~~' ~ 'n.-1.,1'~
N8€ary puolic ~
Not..,.S..
Corrinll L Myen,NotJrt l'.tliC
Cortiole Bofa. CurrbIIl1.,d ('.GuItf
Mf Cam/1'''''irt' E'p... May V. \gg\
COMMONWEALTH OF PENNSYLVANIA
)
.
.
)
SS.
COUNTY OF CUMBERLAND
t" I
We,-.S:.c.ejlhen /.., :!3Jcc.:m QnCL..=6CLr.bCLra.. 6, ...:Jt..~t!.
the witnesses whose names are signed to the attached or
foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the testator sign
and execute the instrument as his Last Will; that the testator
signed willingly and that the testator executed it as his free
and voluntary act for the purposes therein expressed; that each
of us, in the hearing and sight of the testator, signed the Will
as witnesses; and that to the best of our knowledge the testator
was at that time 18 or more years of age, of sound mind and
under no constraint or undue in~lue::~, , / .
~..~
---Addr s /(0 F. 1-1", ~,
/"...... I. .,1... ~J)t+ /701 ')
..-J\t-Li- An ~.ll c~ ~<-r'" ,
Addres s 7" r ,- r"" J I 'r/ 52 '-/..
(i '
() \ (, I /, 1=)
fJ
. 1:1.. ~ n, I
'7'" , =:,
of
Sworn or affirmed
~ ,1989.
to and subscribed before me this~4~ day
I' ~./}~ ""/ .y lY{q../t~.J
Notary Public
.'
Uh'
....~ Nol.,.,&.s..-.
, Corrina L Myen. NalIry ,..-
C_Ila<a,~Caunty
~ CorIl/lllUlOll e.pi'" May V. 1991
4
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I \\\ IIHIIT~-\l\lIr""', IIF\IUlIlU
.> .. ._... ~ _. .___ _.._ _d ___
IP.IW n 1''''1
184922 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
D NO. AA
RECEIVED FROM:
&
ACN
ASSESSMENT r;I
CONTROL ~
NUMBER
AMOUNT
WEIGLE JERRY A
126 E KING STREET
lvl
1'/U'f.CC
SHIPPEN58URb, Pi'
In57
ESTATE INFORMATION:
~ FILE NUMBER
Y 21-1995,,03111
~ NAME OF DECEDENT (LAST)
ia HELM ANNA M
II DATE OF PAYMENT "
m POSTMARK DATE
COUNTY
SSN 197'-50-2991
(FIRST) (MI)
CUMBERLAND
DATE OF DEATH
m TOTAL AMOUNT PAID
$704.22
V2
REMARKS
NANCY M DIETRICH
C/O JERRY A WEIGLE ESQUIRE
CHECK II 12807
REGISTER OF WILLS
RECEIVED BY '/: . " t ,.", '." ,.. V
./ SIGNAlUM,
I /.," .,,_.
MARY C. LEWIS ..,.." ''''r ,1-
REGISTER OF WILLS
SEAL
- .
-~
_ ._'_. -...-...M.~ ..r-i..... 0.-1:.
i~l ~,;.' .;'
BUREAU OF INDIVIDUAL TAXES
IHIIUltAHC[ tAll DIVISION
D[Pl. 180bOl
HARRISBURG, PA IIlla-ObOl
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT DF TAX
JERRY A WEIGLE
MARK ET AL
126 EKING ST
SHIPPENSBURG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
PA 17257
02-17-97
HELM
01-21-95
21 95-0341
CUMBERLAND
101
Anount Renitted
/~~
II,....'IIIU l:l.tu
ANNA
M
MAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS L INE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
REV:iS4i-EX-AFP-nF96riicificEuOF-i-NHEififiiifcn'-/ix"'A-PPRAisEHEiii'-.-.ALi-oWAN-CE-OR'-m----u.m---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HELM ANNA M FILE NO. 21 95-0341 ACN 101 DATE 02-17-97
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
1S. Anount of Line 14 at Spousal rate tIS)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAVHENT
DATE
12-05-96
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ ClJ
2. Stocks and Bonds ISchedule OJ (2J
3. Closely Held Stock/Partnarship Intarest (Schedule C) (3)
4. Hortg.ges/Nates Raceivable (Schedule OJ (4)
S. Cash/Bank Deposits/Hisc. Parsonal Property (Schedul. E) (S)
6. Jointly Owned Property (Schedule F) (6)
7. Transfars (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expanses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule IJ ClO)
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/Governnental aeqUests ISchedule J)
14. Het Value of Estat. Subject to Tax
NOTE:
RECEIPT
NUHBER
AAIB4922
DISCOUNT
INTEREST
1+1
I-I
71.49-
I I CHANGED
.00
.00
.00
.00
22.000.00
.00
2.559.25
IBI
11.217.33
1.604.B7
1111
1121
1131
1141
.00 X ,00=
11 .737.05 X ,06=
.00 X .15=
1181
AHOUNT PAID
704.22
INTEREST 15 CHARGED FROM 12-06-96 TO 03-04-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paYllent.
24.559.25
1'.8" '0
11.737.05
.00
11.737.05
.00
704,22
.00
704.22
632.73
71. 49
1. 57
73.06
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATIDN OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS TNAN '1, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRH FDR INSTRUCTIDNS.1
N
"-
w .. '.
m
.....
CD
~
fll
!J1
..:..~u..:. r-.
a: P' '11 ~-
-='
UU
RE5ERV.TIOH: E.T.t.. .f d.c.d.nt. dyln. .n ., ..f." D'c"'" I', 1.8' .- If .ny 'utu" Int.,..t In tho ....t. I. t,.n.f.".d
In .......I.n ., .nJ.y..nt t. CI." B lc.ll.t.,.I' ..n.flcl.,I.. .f ,h. d.c.d.nt .ft., tho .,.I,.tl.n .f .ny ..t.t. f.,
Ilf. ., f.' y..,.. tho C....n...lth h""y .,.,...Iy ,...,v" tho ,I.ht t. ...,.1.. ..d ...... t,.n.f., Inh.,lt,"c, T.,..
at thl lBMful Ct... B Ceol1etlra1) rat. on any such future lnter..t.
pURPOSE OF
HonCEt
T. ful'lll tho ,..ul,...nt. .f s.ctl.n '1'0 .f tho Inh.,lt,"c, .nd E.t.t. t., 'ct, 'ct " .f 1..1. 7' ..S.
Section 2140.
PAYMENT 1
D.t.ch tho t.. ..,tl.n .f thl. H.tlc. .nd .u..lt .Ith ..u' .....nt t. .h. R..I.t., .f will. .,Int.d .n tho ,.v.,.. .Id..
u"ak. chick or .onay order payable to: REGISTER OF MILLS, AGENT
.11 ..y..nt. ,.c.lv.d .h.ll fl,.t .. ...ll.d t. .ny Int.,..t .hlch ... .. duo .Ith .n. ,...Ind" ...II.d .. tho t.,.
REFUHD lCRl: . ,.fund .f . t., c,.dlt, .hlch ... n.t ,..u..t.d .n tho T., R.turn. ..y .. ,..u....d 'y c...I.tln. .n ....llc.tl.n
f.' R.fund .f ..nn.ylv.nl. Inh.,lt.nc. .nd E.t.t. T.,. <REV'I'I". '..llc.tl.n. .,. .v.II..I. .t tho Dfflc.
of thl Rlglst.r of Will., any of thl 25 RevenuI DI.trlct Offlc... or by calling thl splclal Z4-hour
.....,In. ..,vlc. .....,. f.' f.'" .,d.,ln.: In ..nn..lv.nl. I'BOO""-'O'O, .ut.ld. ..nn..lv.nl. end
within local Harrisburg ar.. (717) 787.8094, 1001 (117) 17Z-ZZSZ (H..rlno t.palred Only).
OBJECTIDHS: 'ny ..,t. In Int.,..t n.t ..II.fl.d vlth tho ...,.I....nt. .11.v.nc. ., dl..II.v.nc. .f d.ductl.n.. ., ........nt
.f t., llncludln. dl.c.unt ., Int.,..t, .. .h.vn.n thl. H.tlc' .u.t .'l.ct vlthln .I,t. ,'0' d.y..f ,.c.l.t .,
this Hotlc. by:
"v,ltt.n .,.t..t t. tho .. D...,t..nt .f R...nu" B..,d ., .....1., D..t. '810'1, H."I.'u'" .. 171'8-10'1. OR
...l.ctl.n t. h... tho ..tt., d.t.,.ln.d .t .udlt ., tho .cc.unt .f tho ..,..n.1 ,..,...nt.tlv" OR
...pp..l to the Orphan.. Court.
AD"IN
lSTRATIVE
CORRECTIONSl
F.ctu.1 .".,. dl.c.v.,.d .n thl. ........nt .h.uld .. .dd'....d In v,ltln. t.: .. D...,t..nt .f R'v,nu..
Bu"" .f Indlvldu.l T."', 'TTH: ...t ........nt R.vl.v Unit, D..t, 'BO,OI, H."I.""'.. P' 17I'B-0'01
Ph.n. <7171 7B7-"0'. S.. .... . .f tho ...kl.t .In.t,uctl.n. f.' Inh.,lt.nc. T.' R.tu,n f.' . R..ld.nt
D.c.d.nt~ CREY-ISOl) for an ..planatlon of adalnlltratlv1ly correctable .rror..
DISCOUNT:
Tf .ny t., duo I. p.ld vlthln th'" <" c.l.nd., ..nth' .ft., tho d.c.d.nt" d..th, . flv' p.,c.nt <.~, dl.c.unt .f
thl tax paid I, allowed.
PENAL TV I
Th. I'~ t., .....t. n.n'p.,tlclp.tl.n p.n.lty I. c...ut.d .n tho t.t.l .f tho t., .nd Int.,..t .......d, .nd n.t
..Id ..f." J.nu"y lB, 1.... tho fl,.t d.y .ft., tho .nd .f tho t., o....t. p.,I.d. Thl. n.n..o,tlclpotl.n
p.n.lt. I. .p...l..l. In tho .... ..nn.' ond In tho tho .... tl.' ..,I.d .. Y.u v.uld .....1 tho t., .nd Int.,..t
that ha. been als.lled a. Indicated on this notlc..
IHTERESh
Int.,..t I. ch.,..d ...Innln. vlth fl,.t d.. .f d.lln.u.ncy, ., nln. 1" ..nth' .nd .n. III d.. ".. tho d.t. .f
d..'h, t. tho d... .f ..y..nt. T.,.. which ..co.. d.llnqu.nt ..f." J.nu"y 1, I'B' ..., Int.,..t .t thO ,.t. .f
.1. <.~, p.,c.nt .., .nnu. c.lculot.d .t . doll. ,.t. .f .0001". &11 t.,.. vhlch ..c... d.lln.u.nt .n .nd .ft.,
J.nu." 1. 1'8' Hili ..., Int.,..t .t . ,.t. vhlch viii v.,y f'.' c.l.nd., Y'" t. c.l.nd., Y'o, vlth th.. ,.t.
announced by the PA Depart.ent of Revenu.. Th. applicable intere.t rat.. for 1982 through 1997 ar.'
~ tnt.nst Rate Dally tnternt Fnctor !2! tnter.st AlIt. Dl'lilY tn,er.st Fl'lctor
1982 20:< .DDOS48 1981 .. .DDDZ41
1985 16:1: .DD0438 191&8-1991 111 .DDUDI
1984 11:1: .DDDJDl 199Z q~ .0DDZ41
1985 Ul .DDDn6 19'3.1lJ94 n .DDD1'Z
198ft IDl .DDDZ74 1995-1997 .. .DODl47
uln,.rnt is calculated II follow'l
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"'ny H.tlc. I..u.d .ft., tho t., ..c.... d.llnqu.nt viii ,.fl.ct .n Int.,..t c.lcul.tl.n .. flft..n <I" d.y.
....nd tho d... .f tho ........nt. If ..y..nt I. ..d. .ft., tho Int.,..t c...ut.tl.n d.t. .h.vn .n tho
Notice, additional tnt.rest aust b. calculated.