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Home My WebLink About96-00362 PETITION Hm PRonATE und GRANT OF I.ETTEI{S .l1-QIo-31cJ. Leah H. I~.\lker Nt), 10: I(e~i,'el 01 \\'ilh 1", Ihe COlllll)' 01 Cumberland ill Ihe ('OIHIUOIl\\Cilhh 01 PCIlIl\yl\'ania ':\/11'1' 0,/ Ill", }..1I0,,"" 11\ lJt>o'lI\t'd. Sodal S,'e"r;(\' No. 159- 38-97 0 1 1"1".' 11I..'lilinn 01 lhe umlcr,igm,'d 1l'\J1l'f.:tfulty tl'I"l'\ClIh thai: r011l pelili,,"el('l. \\h" i'/i11 e I H ye.Ir' "I a~e "r older '"I~lw e\~<1I1 0 or ~ _~_w~_____~ -~I~/H~llfd inti"..' la,1 \\ill \If the alllJ\l' l!"'Ll'dclIl. dill!.',1 __ ___,_'__. __~~5? _1. "___.___w._ -- -------- ______.._.t -- ami <"didlb) dOlled -- ~~-~-~~_._~-~---~--- -_..~---_._--_.- -------------- ---..----.- ---_.._._~-----., - -" ----, '-"~'---' -------.- -_._- ___._.____._______~________.. ______..__, __,____ .___._ ______._u. .u',__._ --.---..------.~-----..-.---- -----.-------------------.--...------.....----..----- ------~--------_. -------------- l\t.lll'ldl.\.lllll.."lI\"Hl1l\I.llh'l", l',~. ICIIIlII\"ialiilll. dl',llh III .:\l'I.."\lIIII, l'I\'.1 lJe~elldelll '\iI' dllmkikd OIl dealh ill ____Cumberland _ Cllunl)'. Penn,yl\'Unia, \\'i1h IL2e7!;:.,.- 101,1 fallnlv or mindpal r~,iden~e al --------~ -----':0 CO].~\Imb'ia~~~c:mue, Call1E--.11itl, PA ",u~ ,1/ {'ili"",/.;, ,'~ / (.- Iii,. ,IICcl. 1II11uhCI ;illl! I11Ulll.."lpalil)) De<endel11 thell __93 . __ )ear' Ill' age, dkd ~~i 1 1-9_ al __~E-~er. Nur~'n1l3 !lome, Cam~'TI, PA b<epl '" flllhl\\,'. de<edenl did nlll ll1arry, wr" nlll di\'Or<ed and did no\ ha"e a ~hild horn or adopted afler e\e<lIIionof Ihe willofkred for prohale; 'Vi" nollhe vklill1 of a killin~ and w," neVer adiudkated incompetent: ___________ lJe~endenl at derllh owned properlY wilh e,limated \'Ulue, a' follow\: (If domidbl in Pa.) /\11 pe,,"nal properl)' (If 1ll)1 d'll11idkd in POI,) Pe",,"al properlY ill Penn,ylvania (If not dOlnidkd ill Pit,) Per"lIIal properlY in County Value of real CSliHC in PCllnsyhilllia situated as follows: .19 96 50,000 s s s s WHEREFORE, petilioner(') re,pe<tfully reqne"(\! tJ!f:J1rllba\f of the la" \\'iII itnd eodkil(s) pre,el11ed herewith and Ihe ~ral11of klle" e men ary (lC,I,llllcnlilfY; aJmini,II.i1iun ..:.I.;l.: ,Hhnini,II;lIilll1 iI.h.n......I....) theron, , " ~ ~7 (.":" ='~ ~; c"= ,",'= - '. :;.:" ~'; ;;. or. ./ .'~1- ,,/ //. / / /PI, j /!I;/,~ Dean.....K. Minfek' --Z7~~-c51umb~a Avenue Camp Hill, PA 17011 ._________n.______ _n._M___~__._" OAnl OF PEHSONAL HEPHESENTATIVE COMMONWEAI.TH OF I'ENNSYI.\' ANIA }::I::I COUNTY OF __C_mll3.~RLAND The pelilio:,er(sl ahc,'e.mnned ',wearl') or affirm(,) Ihallhe 'lrllemel11' in Ihe foregoing petilionllTe lrue alld <lllll'\:ll<l the he,'of Ihe k/lll\'!ed~e and helief of pelilioner(,) and that as personal represen. lrllive(') of the ah"v. decedent pelilillner:,) will well allll trllly admini'ler the estate a<eordin~ to law. 0~r:., ~.A6-~J- '" "€" g ~ - ~ S\\llrll tu ur altiUJlcd ami ",uhsl.:ri"~d ~ hdme me Ihi, _n.L;'''':SL--~ _, <la' "I' 21;t" ,A ~/ 19 ,'. ,_ , ./,,,-,+_- _ _ A "'/-.. , ' vLk"0--)- (LKM:.JI,;2Jyyjjr;./S1J irf !6-lt})-? Mary/C. Lewis Rec;,(,'r:; No. 21-')(,-](,2 Estlltc of I,EI\II ~l. \~l\r,KEH , I)cccllscd m~CREE 01; PROBATE ANI) GRANT 01; LETTERS AND NOW May 3, 19~, in cunsidcnltion of the pelilion on the re\'erse side hereuf, salis factory pruof ha\'ing been pre,ellled before me, IT IS DECREED lhalthe instlllmenl(s) daled March 10, 1978 described lherein be ad milled 10 prabale and liIed of record as the lasl will ur Leah M. \~alker and Lellers Testamentary are hereby granted 10 Dean K. Minick Mary FEES Filed $ 80.00 $ 1?00 $ $ 3.00 TOTAL _ $ 5.00 $100.00 John E. Slike, Esq., #06262 ATIORNEY lSUp, Co, I.D, No,) Probate, Lellers, ElC. ,........ Short Cerlificales(4 ) .....,. ,.. Renuncialion ......,......... x-Pages (1) JCP 1./.-0 rt1P'i Box 737, Camp Hill, PA 17001-0737 ADDRESS 737-3405 ................................... PHONE 00 'o:Il c ~ vj :; 0'\ ::, CJ! ., ~ I '.) ~ r' ,- :~ " 1 \0 -- '11. LO 8- )> " 0 .. 0\ Mailed Letters and Order to l\ttorney on 5-6-96. , ~ 1 '-(c.O , (t&&. (.1 Jl~fJCIJc' of:, 'CJ C,'\j '1-1\. (ri~; t'll -I}.i. ((.,)11_-1 .' '~ ,~- (", \ ~,_~,_.... __',-I " '1'111-> 1"llIttlllh liLt! i1,. 11l1'ollll;!.,,1, j" I' ," Ill\.IIHtfl"lIJI IIII "IL'III,II'l.IIJ!I"llt ~t!lh t. , !l, I' 'I ,I,l! r11I' ,'I ,.t ,it .illl .lld'. tdl.l \\ till 1111" ..... \ " ,j j;.. ", I 1111" 1..1 1,1111 III! 1'1 tdH1L' WARNING: It 15 IIlcgnllo duplic"ll' IhlS copy by pholoslnl or phologrnph. Nil /"S\,~vf'Pj1"'~ I...~/ .I,r- !/~/ '~', \?\ I/I""~..\;,\~ 10/' 4o. :I~ l.,.J .t.'~ \'~~l . ,...!\/,J 'l.i::> ,'., ~\,!) \\""-9: "'- ' ~../~ '\..t.flEN1 0; 't~"", ~~",!,,!!:!!~/~!'-- // (.,!::;/,~~t. .I ~ "1// /';/' /(A./}..,;a(}zz~ 1,,,,111{1;":1',11.1I (/ lu' 1.11 dll" l,t llllhllt. ~.' .HI ,.\ r ,~ ". ,~, /' I) ,J i. Ij .,:, q 0 ,.1'.' :~\ IJjJ I),llt' COllllONWEALTH OF PENNSYLVANIA' OEPARTllENT OF HEALTH 0 YITAL RECOROS CERTIFICATE OF DEATH .......C1IOf:ctDlHl&'... ~L_ I, ......- -, "'" - "" ...,..,... -1- (l.IltQll'Wf!H '.........0.,-1 """""""...... $WeCll'fll'"""QII#." """'.... _0 Landisburg, p , a. 'o\CIJll'JU.Ml~""'-'" ~._rd"-I rl OlNT USUAl ....=:~a::.::~= Vocal Teacher Musi OICItllHT.IIIM.WQAOClA(II($I.....~ ""~CGdII 271B O:>llIlbia Ave. .. Cal1p Hill, Pa. 17011 MJHlK.~,.......,... UIIIl.. , ,uavid KeMOOY ~INAW(T~ 'H'oIOlCUlf:HT('I(AW U I AAUlO'OACUJ ...O...KJ ~ IrUrlWW.IWVS.YernM .............~ -- otctOUfTI "'- ....."'" - ~....- "..aw. P",. "'" - _.0 -' " 17a.O_.............il" ,. ,.. n~rlAM YOfHl"'IHAYltf.. ....--.... 1" _M:aM". .......- lulna Elnlet WlORtoINfTIMMHJADOAlIS\SnIt. -'.h1CC1d11 "".... FD-01l654- .........,.~....-.......INI_._...~...... ...t:J..~ , ",,;or. IWI~OOlAD(MoI....Dey.-., , " ' "'0 ,\ '\4 1l'.1'lUl111 a-.............,.........-~.......... Oa........_..........tidI..~_. UiI.....__.....__ ,""".."" """ ",...1.1o ..-I.. .......CASlAUlNIIOfTJ..OICALI~ ",0 ...1iII '. ....0 _Ck___O CWwl5oolC',' o ova "-- T" 01 tlIRH s~r"'" ..... ...... Ihcd ...-,..... 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J .,.......7 C lNrC)CIft'."."OIM\'lCWlllI......_td'OP~........"d~II'_GII....... . ............,................-M."".............................~.I....-..---.........,............... .MIDCIJ. UA....IUCOflOHI" ' OIIIIfMI........I~lonaMI........Uf.t4..........,.......-..._'"""'" 1.IfWUlN,'.I..""~..Iftf......INUUM(.)etlIII u..MMW*............. ............,., ...........!........ .... u....."...."........"'.............. ........,.... t \D - R -.,; o!!1 ~;u Gl~ 0\ :~ .. UP:" -=: (, 1'--- ~- '. .'- , ; d'c; Tl " fi (,;J ~' lJ ~j; h...... S 01) " Wee ~ Q) 1= CC _::I UU ~ t ~ t . ..... Ii, o ~ ~ ~ 3: N \0 ~, I \0 '" I .... N z o III Z J: o 0( 0( , Z- 0( Z <II ~ > ~ a: :5 .J .J ~ .. ~ ~ ;> 0( Z Z o Ul ~ ~ .J ~ ~ ~ II. z Q. Q. uil'i~!1 a: t: )0 III Wo(O :J )0 ~ II: ~ .J ~ ui a: W )0 ~ . :e: ~ H .,.. . , -. .. .. . '. 1liast llUlill aub Qrcstautcnt UF Li::1\1I M. WALKER I, LEAH M. WALKEH, ot Camp Hill, Cumberland County, Pennsyl- vania, make, pUblish and declare this to be my Last Will and Testa- ment, hereby revoking any and all testamentary writings heretofore signed by me. 1. My husband, Paul R. \~alker, and I have heretofore entered into an agreement with respect to the rights and interests of either ot us in and to the estate of the other. It is my desire that, notwithstanding that agreement, my said husband shall have the right to occupy our home, No. 2808 Laurel Lane, Camp Hill, Pennsylvania, so long as he shall live and desire to occupy said property as his home. I, therefore, give, devise and bequeath to my said husband, Paul R. walker, my property, No. 2808 Laurel Lane, Camp Hill, Pennsylvania, together with the furniture, furnishings and equipment appurtenant thereto, for and during his lifetime or so long as he shall desire to occupy the same as his home; upon the condition, however, that during such time as he shall occupy said property, he shall maintain said property and appurtenances in as good condition as at the time of my death, keep the same insured against damage by fire with extended coverage in an amount suffi- cient to provide one hundred percent coverage and pay all taxes and municipal claims assessed against the same. After the death of my said husband or when he shall cease to occupy said property as his home, or, if he shall fail to maintain said property, keep the same insured, or pay the taxes and municipal claims as aforesaid, his interest therein shall terminate and said property shall be dis- posed of as part of the residue of my estate. 2. I direct that all transfer, estate, inheritance, succession and other death taxes which shall become payable by reason of my death shall be paid out of my estate as an administration expense without apportionment. ~ .~ 3. All the rest, residue and remainder of my estate I give, devise and bequeath to my son, Dean K. Minick, provided he sur- vives me. If my son does not survive me, I give, devise and bequeath all the rest, residue and remainder of my estate to my daughter-in-law, Sylvia K. Minick, provided she survives me. If neither my son nor my said daughter-in-law survives me, I give, devise and bequeath all the rest, residue and remainder of my estate to the issue of my son who shall take the same by repre- sentation per stirpes. 4. I name, constitute and appoint my son, Dean K. Minick, to be the Executor of this Will. If my son for any reason does not qualify as Executor, or, having qualified as Executor, shall cease for any reason to act as Executor, I name, constitute and appoint my daughter-in-law, sylvia K. Minick, to be Executrix of this Will in his stead. I direct that neither the Executor nor the Executrix of this will shall be required to file a bond to assure the performance by them of their duties as such fiduciary. lN WITNESS NHEREOF, I have hereunto set my hand and seal 7'7/a/l..r/-..- , 1978. " ) ~~ In 'LJ~ Leah M. Walker this /:.;(..0 day of Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her requrest, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. \. /1 ,/' ! I L".I'''-./ /'.J ( ( -2- (SEAL) 21-%-362 REGISTER 01" WILLS (W cu~mERLAND COUNTY OATH 0'" sUnSCIUIUNG WITNESS codicil (each) a subscribing wilness to the will prescllled herewith, (each) being duly qnalified according 10 law, dcpose(s) and say(s) Ihat _ present and saw the testat , sign the same and thai signed as a wilness at the request of testat_ in h_ presence and (in the presence of each olher) (in the presence of the other subscribing wilness(es)). Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Re~;ster (Name) (Address) REGISTER 01<' WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS John E. Slike and Thelma S. /IcCauslin (eaeh) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that the" are familiar wilh the signature of r...."h M '~"l kpl" ~I will that they presented herewilh and lfl%WU believes the signalure onlhe will is in the handwriling of testatrix of (one of the subscribing wilnesses to) lhe Leah M. \~alker to the best of thei r ___ knowledge and belief. Sworr. to or affirmed and subsaibed before j;i,\ , 11, ! .f-'- d I' me' IS _ - ay 0 19,,96 Mi::ty C. L~is 'lY.:v,;~'2.. Ii ~; ~I- , Re tr:; , - P IilL-- ,.1 (Name) _ 2109 14arkct st. Camp IH 11, PA \/., .. i (M~re~/~ ,'. 1:((. i!l;(,. i,' ))1 C tLc LoJ. 1./ - (Name) _2109 ~'arkct St.. Camp Hi 11. PI\ (Aclclress) " ! ! : CERTIFICATION OF NOTICE UNDER RULE 5.6(a} Name of Decedent: Leah M. Walker Date of Death: April 20, 1996 1996-00362 Will No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 6, 1996. Dean K. Minick 2718 Columbia Avenue Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date:, May 6, 1996 0\ ~,~ SAlOIS, GUlng. t;;? : ~ i1_ SHUFF & c, t c ') c: -:', MASLAND,~: ,..i. '.J 2109 Markel SIm:t: .. 00 I Camp Hill, PA: .c ;;: , t,;...: :c ; ~.~ J " g ~ .~ E .!~ ::l CC U() ~~ ,,0 ?t~ J~~ 'E. Slike, Esquire PIc} BOX 737 CAMP HILL, PA 17001-0737 Telephone: 717//737-3405 Counsel for Personal Representative GENERAL INFORMATION 1. FAILURE TO RESPOND WIll RESULT IN AN OFFICIAL TAX ASSESSHENT with nppllcllbl. Intorut hll..d on Infnr~atlon .ub.ltt.d by Ih. finllnclal In.tllutlon. 2. Inh.rUllnc. tllll b.Co.., d.llnqu.nt nln. _anth. n".r the d.c.d.nt'.. dllt. of duth. 1. A Joint IIccount I. ta~abl. .v.n thouQh the d.ced.nl'l nil.. Will ndd.d "' n .IItt.r of convenl.nc.. ft, Accounts I Including tho.. held b.h...n hUlbllnd nnd wlhl IoIhlch the dec.dllnt ,.ut In Joint n"'" wllhln on. yur prior 10 d..lh ar. fully t.~IIbl. a. Ir,,",f.r,. !to Account. ..t"blish.d Jolnth b.tw.on hu,b.nd nnd wlf. oar. thlln an. Y.llr prior to doath "r. nol taxabl.. 6. Account. h.ld by a doc.d.nt "In tru.1 for" Mothor or oth.r, ar. t"_,,bl. fully. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE I. BlOCK A _ If the Infor..Uon nnd co.putntlon In tho notlc. "r. corr.ct jlnd d.ductlon. nro not holng clnl.od, plnc. IIn "X" In block "A" of Part 1 of Iho "1".pny.r R..pon.o" ..ctlon. Sign two coplo. nnd .ub.it th.o with your chock for the n.ount of tax to tho R.gI.t.r of will. of the county indlcnted. Iho PA n.p"rt.ent of Rev.nu. will i..ue an offlclnl ".......nt (for. REV-I~4a EX) upon roc.lpt of tho return fro. the Ragi.tor of Will.. 2. BLOCK B _ If tho ....t sp.clfl.d on thl. nolico has b.on ar will ho roportod nnd tll~ p"ld with the Pann.ylvnnill Inh.rltanc. Ta~ Return fll.d by the docedent". rapr.sentatlve, place an "X" In hloc'" "a" of P"rt I of tho "tn~pny.r Respon.." soctlon. Slvn one COpy ond r.turn to tho PA Depnrt.ont of R.vanue. Bur.au of Individual la_.., Dopt 0'80&01, tlarrhburg. PA 111za-0601 In the env.lope provid.d. 1. BLOCK C _ If tho notlc. inforontlon i. Incorrect ond/ar d.ductlons IIr. being cllli..d. ch.c'" block "C" IInd co.plete Parts Z IInd 1 IIcc'!'~d!": .~ ,... h..t,..._..t.l'),.. ".,.... <;'c" '",eo c..!'l.' ,...rt ,.o~~I, ,..... ",it.. Y~".lr ch.e-I- fro,. th. '1..t:"J..t of tltW ~e~'!l~l' ,~ .... O..:I.t.,. of Will. of tho county indicated. the PA Dapart.ent af R.venue will IIIue an official n.......nt IFor. REV-ISfta EX) upon r.celpt of the r.turn fro. the Regi.t.r of Wills. TAX RETURN - PART - TAX COMPUTATION 2 LINE I. [nt.r NOtEI the dBle the account orlginallv was established or tltl.d In Ihe .ann.r existing lIt dnt. of doath. For a dec.dent dvlng "ft.,. IZ/IZ/az: Accaunts which tho decod.nt put In Joint naoo. within one (I) yoar of denth are taxabl. fully al tran.f.rs. How.vor, there Is an oxcluslon not 10 ..co.d $1.000 per transferee ragardl.ss af the value of tho account or the nuabor of account. held_ If a double astarl.k (..) oppears before your flr.t na.e In the addre.. portion of thl. notice, Ih. $1,000 e~clu.lon already has been deducted fro. tho account balAnce a. r.port.d by the financial Institution. 2. Ent.r the total balance of the account inclUding interest accruod to the dale of d.Bth. 1. The percent of the .ccount that Is taxable for e"ch survivor is dot.r.ln.d a. folloWl1 A. tha percent taxable for joint a.s.ts establlshod .are than one yoar prior to the dec.dent's death: DIVIDED BY tOTAL HUHBER OF JOINT OWNERS Exa.ple: A joint asset r.glstered DIVIDED ay tOtAL NUH8ER or )( 100 .. PERCENT TAXABLE SURVIVING JOINt OWNERS In the na.e of the d.c.dent and two other p.rsons. 1 DIVIDED 8Y 3 (JOINt OWNERS) DIVIDED BY Z (SURVIVORS) .. .161 X 100 16.1% (tAXABLE fOR [ACH SURVIVOR) 8. Th. p.rc.nt ta~abl. for asset. crealod within one year of the decodent's death ar nccounts awned by Ihe docedant but held In trust for anothar Indlvldulllls) (trust bonaUclnrlu)1 I DIVIDED BY tOtAL NUMBER OF SURVIVIHC JOINT OWNERS OR tRUSt BENEfiCIARIES )( 100 .. PERCENT TAXABLE E...plal Jaint account reglsterod In tho decedont. I DIVIDED BY 2 (SURVIVORS) .. .~O )( the naoe of the doc.dent and two other persons and e,tabllshod within one year of death by 100 ~OZ (tAXABLE FOR EACH SURVIVOR) ~. Th. .aount ,ubject to tax (1lno ~) i. doter.inod hy Multlplvlng the account balance (line Z) by the p.rcent taxable (line 1). ~. Enter Ihe total of the d.bt. and d.ductlans listed In Pa,.t 1. 6. Th. ..ount tll~abl. (line 6) Is deter.lnad by subtrllcting the debts IInd d.duct10ns Illne ~J frao Iho ooount suoj.ct to tax 111ne ~'. 1. Ent.r the appropriate tax rate (line 11 as deter.inod belaw. A. for datas of death occurring after 6/30/94, the tax rates for transf.r. to .pouses are as follows: 1. Date. of danth on or IIft.r 111/9~ and boforo 1/1/95 the rale Is lZ. 2. D.te. of death on or after 1/1/9~ transfer. 10 spou..' will be ta~ed at OZ tax rat.. Hot.l For dates of death prior to 111/94 transf.r. to spou.es are tR~able at 6Z. B. Tran.f.rs to lineal descendants Including fnther, oother, son, dllughtor. grllndchlldr.n, son-In-law. daught.r-in-Iaw, stepchild and their Issuo lire tn~lIble at sho: p.rc.nt (toZ). C. transf.r. to all ather' Including brother, sl.ter, uncle, aunt, n.phew nnd niece are tftMable lit flft.en percent (1~%l. D. If you chango tho taM rate. pl.ase specify your rOlatlonshlP 10 tho deced_nt In the area provided. a. The o.ount of ta. due (line al Is deter.ined bv ~ultlplylng the ooount ta~nblo 111ne &) by the tax rato (1lno ,). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowllble debt. ftnd deduction. are deler.ln.d as follawsl A. You legallY are r.spon.lble for pay..nt, or the os tate subj.ct to IIdelnlstratlon bv n persan,,1 representative Is Insufficient to pay the d.ductlble It.... B. You ftctually pllld the d.bts aft.r death of the decedent and can furnish p,.oof of pav.ent. C. Debts being cllli.ea IIlU,t be Iteolzed fully In Pa,.t 1. If additional SPRee II no.ded, use plain paper a Ill" x 11". Proof of pay.ent May b. requ.st.d bv the PA Depart..nt of Rav.nu.. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY) i' , : co"~mt.~w'\\~&afv1i;0~"'" HAARISRSr.b,ifA ~ '" "''''' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS 1014 0"1[';01 (l( AIIl A' TP4 1/111'11 CIHe, 11I.IlL II A ""OU~AL II u>..'iL!lll.!.!~1...Ql!J..:.o..<:LAI"'l1LJ__. __.__ FILE NUMBER Rt.... - 1!100n .r7.94/ C A 8 H P L E P 0 C R C K 0 K p S 1I-'J6,01(,~ COIJ'jl't'Cf')[)( 'fEAR NUI.4DEH D E C E D E N T DECEDENt'S NAUE (LAST, nlt~j' ...tiD MIDDlE !~ITIAL IIALKER, LEAH M. OECEOENT 'S CO"Wl [Il "DOHl '.~, ?718 Columbia Avmllw Camp Hili, I'A 170 II SOCIAL SECURIfYNUM(][H 159-38-9701 O"I[ or 01 "'it 01,/?U/1996 D.lT[ or i1IIUtl 06/n/0? CounTy Cumberland (IF APPLICABLEjSURVIVJNC ~.POUSE'S NAM[ 'LAST ,flAST AND MIDDLE INITIAL) ~OC1Al5[CURITY NUMBER AUOUNl RECElvEO(5EE INSTRUCTIONS) 0.00 2. Supplornonlal Relurn 4a. Fulure lnlorost Comprorruse (for dalos at doath after 12-12-82) [8] 6. Decedent Dlod To!.1i1le D 7. Oecpdonl Malntrllnod a liVing Trust (Anach copy 01 Will) (Al1ach d copy 01 Trusti ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Remainder Relurn (lor dates 01 dealh prIor to 12-13-82) Federal Estale Ta_ Return Requlrod T olill Numbor 01 S.lle DepO'ilt 80_os X 1. Onginal Return 4. Umrted Estate 05, o 8, C P o 0 NAME R N R 0 John E. Sllke, Es ulre E E S N TELEPHONE NUMBER - T 717 737-31.05 1. Real Estate (Schedule Al 1 2. Slocks and Bonds I Schedule B I (2) 3. Closely Held SlockfPartnershlp Intmest (Schedul(~ C; (3) 4. Mortgages and Notes ReceIvable \Schedule OJ (4) 5. Cash. Bank DepOSits & MIscellaneous Personal Property (Sch E) (5) 6, Jointly Owned Property ISchedule FI (6) 7. Trans'e.. (Schedule GI ISchedule LI (7) 8. Total Gross Assets (Iolallmes 1 ~7j 9. Funeral Expenses. AdminIstrative Costs. MI~cellaneous Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule II 11. Total Deductions (tolallines 9 & 10) 12. Net Value of ES1ate {line 8 mInus line 11} 13. Charitable and Governmental Bequests (Schedule J \ 14. Net Value Subject to Tax (line 12 minus line 13) 15. Spousal Transfers (for dates at death aher 6.30.94) See Instructions tor Apphcable Percent.lge on page 2 (Include values Irom Schedule K or Schedule M " 16. Amount of line 14 la.-able at 6",,, rale {Include values from Schedule K or Schedule M : 17. Amount of line 14 ta.-able al 15Q/g rale (Include values !rom Schedule K or Schedule M ' lB. Principal tax due (Add ta): from line 15. 16 and 17 l 19.Credits/Sp Poverty Prior Paymenls Dlscounl . ? 700.00 . II.? . 11 20. II line 19 is grealer than line 18. enter lhe dillerence on line 20 This is the OVERPAYMENT. ~ 0 ICheck here if you are requesting a refund 01 your overpaymenl.! 21. If Line 18 is greater than line 19. enler the dllterence on line 21 ThiS is lhe TAX DUE. A. Enter the interest on lhe balance due on line 21A B. Enler the total of line 21 and 21A on llnu 218 ThIS IS the BALANCE DUE. Make Check Pa able to: Re Ister of Wills. A ent . . 8E SURE TO ANSWER ALL QUESTIONS ON PAGE 2 ANO TO RECHECK MATH ~ ~ Under p8nitllesol perjury, I decllre thlll ha~e e..ml~d Ihls relurn. Including accompanying schedules and slalemenls. and 10 Ihe ~sl 01 my ~nowlf!'dge and bellel. IllS Iwe. correeland complele.1 declare Ihat.1l realestale has bN!n repollf!'d 'l!rue mar~el...alue, OeclaraUon 01 prepare' olher Ih.n the per!lon.llll!pleU'nlaU~el!l twsed on.l1lnlorm.tUonof which prepare' has any knowledge. COMPLETE I.4AILING "DDR[5~ Saldls, Guido, Shuff 2109 MarkeL Street Cam) H11] PA 17011 -II- ?7,9]5.90 None None &. Mas1ilnd R E C A P I T U L A T I o N ?7,025.00 6101.26 None (B) 55,582.16 (9) 3,6101.1.0 (10) 1,503.101. (11) (12) (13) (14) 5,1101, . 84 50,1.37.32 50,l.37.3? (15) 0.00 x 0.00 (16) 3,026.24 50,1,37.32 X 06' T A X C o M P U T A T I o N (17) 0.00 X 15' 0.00 (IB) 3,026.21, Inlerest (19) (20) 2,81,2.11 0.00 (21) ( 21A) ( 21B) 181.. 13 0.00 ]81, .13 ) L~' ~ It.. 'v....... cop...rlgt t' 199410rmsoflwa,,. 0 I,. CPS,."'tf'm~. rt: Dean K. Minick 2718 Columbia Avenue Cam) Hi i i-: -PA- Hi leiii H. Saldis, Guido, Shuff &. Mas]and ?IU9 Market StreeL (;:,ml; H'lii-:-PA-'ilij]] Form (RII'" 7.94 OAtC I dn/l, , OAT[ I / ~.//(, c' .- ,., \,.... - , , ,"'", u\ , ,-- .1 - i 1 ! \::J ~ (:-::1 t.'1 l'~ \0 '. , .. :; (.\ ';,;: fJ\ cC" ()() ACI N48 of 1994 provides tor the reduction of the tax rates Imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute wlll be: .3"10 (.03) wlll be applicable for estates ot decedents dying on or alter 7/1/94 and before 1/1/96 , .2"10 (,02) wlll be applicable for estates ot decedents dying on or alter 1/1/96 and before 1/1/97 .1"10 (,01) will be applicable for estates of decedents dying on or alter 1/1/97 and before 1/1/98 .Spousal transfers occurring on or alter 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO " Did decedent make a transler and x a. retain the use Of income 01 the propeny transferred. x b. retain the right to designate who shall use tho property uanslorred or its incomo, . . x c. retain a r8\1ersionary interest; or . x d. receive the promise for Ide of either payments. bonefits Of car.' . Z. If death occurred on or belore December 12. 1982, dId decedent wtthin two yea.. preceding death transler property wtthout receiving adequate consideration? If death occurred aher Oecernber 12, 1982. did decedent transler property within one year 01 death without receiving adequate consideration? . . . . , . , . . . . . . . . . . , . . . . x x 3. Did decedent own an 'in trust tor' bank account al his or her death? . . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Form 1500 (ROY, 7.94) copyrkJhl lell994 form soltwlfe only CPSysh~rM.lnc ~ ., ~ > ;, ~ ........... '-'~ .' " ltalit lIUIUl Ultll - QJCl"itcttltCnt OF LI::1\H M. N1\LKlm I, LEAH ~1. N1\LKEH, ot Camp Hill, Cumberland County, Pennsyl- vania, make, publish and declare this to be my Last Nill and Testa- ment, hereby revoking any and all testamentary wrltinqs heretofore signed by me. 1. My husband, Paul R. Walker, and I have heretofore entered into an agreement with respect to the rights and interests of either ot us in and to the estate of the other. It is my desire that, notwithstanding that agreement, my said husband shall have the right to occupy our home, No. 2H08 Laurel Lane, Camp Hill, Pennsylvania, so long as he shall live and desire to occupy said property as his home. I, therefore, give, devise and bequeath to my said husband, Paul R. walker, my property, No. ~80H Laurel Lane, Camp Hill, Pennsylvania, together with the furniture, furnish~ngs and equipment appurtenant thereto, for and during h~s l~fetime or so long as he shall desire to occupy the same as his home: upon the condition, however, that during such time as he shall occupy said property, he shall maintain said property and appurtenances in as good condition as at the time of my death, keep the same insured against damage by fire with extended coverage in an amount suffi- cient to provide one hundred percent coverage and pay all taxes and municipal claims assessed against the same. After the death of my said husband or when he shall cease to occupy said property as his home, or, if he shall fail to maintain said property, keep the same insured, or pay the taxes and municipal claims as atoresaid, his interest therein shall terminate and said property shall De dis- posed of as part of the residue of my estate. 2. I direct that all transfer, estate, inheritance, succession' and other death taxes which shall become payable by reason of my death shall be paid out of my estate as an administration expense without apportionment. .. . ..' 3. All the rest, residue und remuinder of my estute I give, devise und bequeuth to my son, Deun K. Hinick, provided he sur- vives me. If my son does not survive me, I give, devise and bequeath all the rest, residue and remainder of my estate to my daughter-in-law, Sylvia K. Minick, provided she survives me. If neither my son nor my said daughter-in-law survives me, I give, devise and bequeath all the rest, residue and remainder of my estate to the issue of my son who shall take the same by repre- sentation per stirpes. 4. I name, constitute and appoint my son, Dean K. Minick, to be the Executor of this Will. If my son for any reason does not qualify as Executor, or, having qualified as Executor, shall cease for any reason to act as Executor, I name, constitute and appoint my daughter-in-law, sylvia K. Minick, to be Executrix of this Will in his stead. I direct that neither the Executor nor the ~xecutrix of this Will shall be required to file a bond to assure the performance by them of the~r duties as such fiduciary. IN WITNESS l~HEkEOF, I have hereunto set my hand and seal this /..1.0 ~.'1 '7 ;' i /(?I'_.('/______ , 1 !! 7 8 . I <L# In 'LU~ Leah M. I~alker (SEAL) day of Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her requrest, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. . \ .- ,(.,; " I \ ",' -. / ~~J / In"'/'A,/ i A ~'iJ.'-y/)1..L-^~_, - { -2- L, " " J ~~ '. j j; ,', .'f, -, "1 ~; J": " ',,' ,,' REV. 1S0] EX. (4.B6) cO"~N'~fb~4~mw~r'lY'N" ESTATE OF SCHEDULE B STOCKS AND BONDS FILE NUM8ER 21-96-0362 LEAH M, IlALKER SS/! 159-38-9701 0/0/20/1996 must be disclosed on Schedule F,} VALUE AT OATE OF OEATH DESCRIPTION 1 600 shares DigItal EqulpmellL 8-7/87. pfd 25.718 15.'.30.80 2 600 shares PlatInum Software common 7.840 4,70/1.00 3 300 shares SIlicon GraphIcs common 25.937 7,781.10 TOTAL (Also enter on line 2. Reca ilulalion) (If mole space is needed. insert addr1ional sheets of same size.) Copyright (c) 1994 'arm soflwlre only CPSvsle"".lnc S 27,915.90 Form 1500 Schedule B IRev. 4.86j ,15 A 410 099536 020 /ASSET ALLOCATION FOR CASH + MMKT = 49% Mon Apr 22 09:26:35 1996 LEAH M WALKER END 4/19/96 2 DWR POSITIONS EQUITIES = 51% BONDS = 0% OTHER = 0% TOTAL- c: (, ,.' ., , .:: .., , C; (."G L) \ ,_, i ~.':._ c:_ ~01 p M;:: ~~---_? _7,15L ':.' i" '-: "'_T'* C.CUSTODIAL POSITIONS DATE RENU QTY/YLD SYMBL 4/18 27,025.070 ILAF O.CASH POS 1 OF 3 332.80CR TID SECURITY DIGITAL EQ CP 8 7/8 PRF A PLATINUM SOFTWARE CORP XEBEC 1.MARGIN POS 1 OF 2 0.00 TID 18,444.00CR BPR SECURITY DIGITAL EQ CP 8 7/8 PRF A SILICON GRAPHIC MARGINED/ MGN PLAN NR DIV RE PRICE VALUE POLICY # 008310832 1.00 27,025.07 4/16/96 332,80CR sID 12,600,00 MKT 0.00 CSH OPN PRICE UNITS MKT VALUE COST SYMBOL N/O 2_~___V.-4. 300 ,.0-1 7725 6465# DECPRA N/O _L1LL 600 4875 3889 PSQL N/O N/A """""",1".,,4,500 N/A *Ot<,N/A XEBC 4/08/96 - ~ \ 0.00 SID 15,412.00 IMKT 9,222.00CR CSH 0.00 MAl 15,412.50 jLQV 100 PCT OPN PRICE UNITS MK~ VALUE COST SYMBOL N/O 2?_ 3? 300 v' - 7725 6655# DECPRA BRL 25 5 8 300 7687 7641# SGI . \'1 _ 2,) '~, L-2S ;/~ C L-"-:' i=.: - '2...; 7/-.; ," C' . c ::./.. _ ~ " _ _' .I. ,j:S,rl;f ) -;-c",_ ..:...... \"" _ ......-.:.. (,',-:' __,' ";I\I":"~' c"" /.... j"\ ..4\'0 <.: (' '- t.- J\ , I r~ ~ I~ \ ~ V r.: L..:"JF: (\.' >/,; 7. ~,ID /. '( ,-I . 'I .~ '\ L:----1% -' . .;.. ~. ( (:'": "'" ",:...s -.. 1---;: ~ -. .~~ \ L I L ..,,..J ......:., ,..:../\ t~I.\ I("~ ..,......; - --..,..-....- _.-~ 1-' -". 'I . ) " J L-h/.(C \. (. .., F.:. - ) " './ ... .) /.f /1, '" ~(., r. . ....'...1 ..".., " ( REV. ,S08 EX . lZ.el1 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plea5e Print or T e FILE NUMBER 21-96-0362 cOMrH'l~4'b~~r'if'HI. ESTATE OF 0/1/20/1996 LEAH M. \/ALKER 5511 lS9-38-9701 mUlt be dllcloled on Schedule F) VALUE AT DATE OF OEATH DESCRIPTION 27.02S,OO 1 Dean Witter Reynolds Money Market Account s 27.02S.00 TOTAL IA150 enle' on hne 5, Reca rtulallon) (Anach additional 8 112~ x 1 r sheels it mole space is needed) Copyright (e\ '99. fa,m soUWlre anly CPSystems. lnc FOlm 1500 seh@duleE(R8'4.Z.S71 ,-' i ) ~. , I ( ,., ' .. I / OJ_ t ~ / ""; ,. /' U~R15 A 410 099536 020 v-A~ Of: t -,I, I J.'~ \ 2 4/l9/9~__~ / LEAH M WALKER Man Apr 22 09:26:14 1996 DOB 00/00/00 TOT FOR ACCT CSH+MGN REV SUMMARY 1245=APR95/MAR96 1 T.D. CASH BAL 332.80 CR 2 S.D. CASH BAL 332.80 CR 3 CSH AVAILABLE 9,222.00 CR 4 MTHLY ACC INC 332.80 CR WP=UNV/ILAF TYP E-PAY 325=JAN96/MAR96 MKT VAL LONG POSITIONS MKT VAL LONG OPTIONS MKT VAL SHORT POSITIONS MKT VAL SHORT OPTIONS MONTHLY TEFRA=O 215=MAR96 28,012,00 CR 0,00 CR 0,00 CR 0,00 CR 9 MONEY MKT BAL ILAF 10 MKT VAL CUSTODIAL POSIT 11 TOTAL PENDING DB/CR 12 TD ACCT VL(1+5+6+9+10-7-8) , 13 TD LONG HOLDGS VAL(5+6+10) 14 TD INVESTABLE FUNDS(1+9-4) /27 , 02~ ~r-__ 0 ,--_55,369 28,012 27,025 CR VAL BELOW FOR PRICED CR *? UNREALZD GAINILOSS CR ACCT VAL Y.E. 12/95 CRJ;'r-:,/',ACCT VAL M.E, 03/96 CR ,Ii, .or PROJTD CASH MAY I JUL CR PERCENT INVESTED (13/12) POSIT ONLY 3,359+ 38,722CR 60,151CR 330+ 50 15 BUYING POWER 18,444 CR 16 DWR CALL 0 17 MARGIN DR BAL 0 18 FED CALL 0 19 MGN INT RATE 0.000 PCNT 20 S.M.A, 9,222 CR 21 CURR DAILY INT 0.00 22 DWR MAINT REQMT 8,741 23 EQUITY (12-6-SK) 28,344.80 24 EQUITY PC NT (23/5) 100 RECAP OF RECENT ACTIVITIES 04116 FPD 6000.00 FUNDS PAID I 04/15 SLD 6000 DEAN WITTER LIQUID REV. lSot EX + oz-sa) cO"::''<<Ell!;'irl{\,~~r';l''NIA ESTATE OF LEAH M. WALKER SS# 159-38-9701 SCHEDULE F JOINTLY-OWNED PROPERTY 1l/'/20/1996 FILE NUMBER 21-96-0362 Joint Ilnlnl(.): A, NAME Sylvia R, Minick ADORESS 2718 Columbia Avonue Camp Hili. PA 17011 RELATIONSHIP TO DECEDENT Daughter. In -law B, Patricia W, Brooks 5355 Henry Hudson Pkwy. Ilronx. NY 10/,71 Stop-daughter C, Jolnlly-ownod proplrty: LETTER OATE ITEM FOR MAOE DESCRIPTION OF PROPERTY TOTAL Y ALUE DECO'S DOLLAR VALUE OF NUMBER JOINT OF ASSET .~ INT, ~ECEDENTINTEREST TENANT JOINT 1 A 04/17/95 Dauphin Dopos1t Bank 1.282,52 50,001. 641.26 CIA 11008838705/, The fol owing ank ace Ot nts exist, howover, tho tax will be paid by the oenef ie ary, Thl yare not to be considered part of the estate: 2 B 06/10/86 Meridian Bank C.D, 0,00 #3063579605 3 B 08/16/90 Merld Ian Bank C.D, 0.00 (/1,000/,83703 4 B 11/01/90 Core States C.D. 0,00 #200060680-5944848 TOTAL (Also enler on hne 6, Recapitulation) 641. 26 (If more space IS needed, Insen additional sheels of same size) Copyflght (cl 1994 form soltw.r. ont.,. CPSySIP~. Inc Form 1500 SChedule F (Rev. 1Z-UI C,HllSI.III::. ~.IILlIl(.I.ll (:1 'II' CPI', ilnd fl(l\-'l~ffHlll~1l1 Hl'ljlll':.11 "Pdllllll'fll Fe 1.;"'.1(1.11. PO 80. t~l;ti: PllIladelphq p,' t'lInl H'.,fi,' 21597;"1, .liilQ ~ CoreStates May 17, 1996 John E. Bilke Law Offices Baidis, Guido, Bhuff & Masland 2109 Market Btreet P.O. Box 737 camp Hill, PA 17001-0737 RE: Estate of Leah M. Walker Date of Doath: April 20. 1996 Dear Mr. Bilke: In response to your letter of May 11, 1996, please be advised that the decedent held the following account(s) with our bank: Account Type: Account No.: Title: Certificate of Deposit 200060680-5944848 Leah M.Walker patricia W. Brooks 11/1/90 $13,000.00 36.35 $13,036.35 $ 130.05 Date Opened: DOD Balance: Accrued Int.: Total: 1099 Int. Pd.: I trust that we have been of assistance to you in this matter. 5cI~ ,Ar. Authorized Bi;na~ IN REPlY REFER TO' TERRY SELL TEt.I2I5-973-4619 CPA oS GOVERNMENT REOUEST DEPT F,C.OloOO2,'o-18 ' P.O, SOX 8667 PHIlAOElPlM, PA 191a1 /sd I I I i 1, I i , i I i I I I I i I I I I I I i i I I I REV. 1l12[X. (l.V3) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pl.... Prln. 01 T . FILE NUMBER 21.96-0362 CO....O\WW~LTX~'ENNSYL VANIA IN RI ANC:T RETURN A SENT EDENT ESTATE OF LEAH M, WALKER 55(1 159-38-9701 0/./20/1996 ITEM NUMBER AMOUNT DESCRIPTION 1 Leader Nursing Home. Camp Hili 1,002,40 2 Vital ink Pharmacy 53.04 3 Balance owod on spooch pathology Invoice 198,00 4 Estimated accounting foos for final tax roturn 250,00 TOTAL (Also enle' on line tD, Recaprtulation) (It more space is needed. insert additional sheets of same size.) Cop)'r~hl (e) 1094 form softw.reonly CPSyslems. Inc $ 1.503,44 FOfrn15DO:3ct'ledule IIRev.'.9l1 ..---- ~--.~......- p........t... O NO. AA 146533 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX "k U\toIl.,IXI'"'''' RECEIVED FROM: i3 ACN ASSESSMENT l'l' CONTROL ~ NUMBER AMOUNT JOHN E SLIKE ESQUIRE 2109 MARKET STREET POBOX 737 101 .2,700.00 CAMP HILL, PA 17011 ESTATE INFORMATION, t:'I filE NUMBER ~ 21-1996-0362 t:'I NAME Of DECEDENT ILAST) ~ WALKER LEAH M II DATE Of PAYMENT m POSTMARK DATE COUNTY SSN 159'-38-970 I IfIRST) (MI) CUMBERLAND DATE Of DEATH I REGISTER OF WILLS m TOTAL AMOUNT PAID $2 , 700.00 ( , CW . I \ ')i ./ I RECEIVED BY /I/{, (,.! ( ,;; /"') ~I 'V" , . / sICiNAT~Rl . i- : .. I' ,'. 1,,_ I , MARY C. LEWIS . //'1/'.' II ,Ii I REGISTER OF WILLS I I REMARKS JOHN E 5LIKE ESQUIRE SEAL CHECKII 1719 ,- -- --- - -- - --..-.-... .,--. ---.'---:--. -;:-;::-{7 v, -, . I ~: ~. '" . . ..... .' ___1 -~ -' _' ._. --.----------..Aa __ .p- i RECEIVED FROM: 146537 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX D NO. AA .rv.IUl rx ,,,,,,,, fl ACN ASSESSMENT P:I CONTROL i;I NUMBER . AMOUNT PATRICIr~ BROOKS 5355 HENRY HUDSON NEW YORK CITY, NY IVI ~..,vEJJ.bU PARKWAY 10t.71 -'QDHUI ESTATE INfORMATION, ell fILE NUMBER g 21-1996-0362 ell NAME Of DECEDENT (LAST) 1;1 WAU<Ef{ LEAH M II DATE Of PAYMENT S POSTMARK DATE COUNTY 'OlD HUt SSN 159-38-9701 (fiRST) IMI) CUMBERLAND DATE Of DEATH I REMARKS PATRICIA BROOKS m TOTAL AMOUNT PAID 51,081.60 PB SEAL CHECK" 2959 RECEIVED BY _ REGISTER OF WILLS MARy C. LEWIS REGISTER OF WILLS StGN~rU.ltf --'-0._- __.__ _,_ ---- . - ~-'V ""'a~ -.'~.A."", . , ---'- -- .--- -. .' ~ - . ! . I , ; . ! - - - - - - - - - - I , . . . : ~ '. I I '. (. \ , - .,.' '. - / ~ .,.....:../ G M CIl P MO U:Z: H8 r<.o: r<.P 00 U . "" CIl:w..... >-180 >-1Zr-- HP..... ~O U r<. 0:( 001l< gjj~ 80:CIl CIlMH t;~~ MPO:( O:UU : '" c ~ <: !:: .J 'Ii !:: . <: , - r tI'!_. ~ C .. ... ::; '" ::. ... , '" ... :f. ... ::. .. ~ ~ ,,: :.; " ... ~ .. '" ~ - ... ;- ;;: 0 - " 0 J. IfJ '" .. , . ~ < :f. a :; 0 ~ ... '" '- " c 0 - - ~ , " :; ;::"" - v - - 'Ii - j :;: C ,-r. v -!' v-i .- 0...- ... __.0 _~ -.:_:.-..-----......-............-Ild.Yt.,.....- --v...,:. . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND n: DEAN K. HINICK _u,_____~._ __. _..._ _ ._._____..___0_____ being duly sworn ____ according to law. depol.' and ..y. that h. _. is Gxecutor______ of the Eltate of J,Gah M. Wa1k9r late of ___ _..__.Camp.IJi11 Bor'Ou\Jh.... __.__.__.._._._. Cumb.r1and County. Po.. d.c....d and thol tho within i. an inv.ntory mad. by , tho .aid of tho .ntire e.tat. of ..id doc.dent, con.i.ting 01 all the p.rsonal prop.rly and r..1 o.tol., exc.pt roal o.lal. ouhid. tho Commonwealth of Penn.ylvania, and that the figure. oppo.ito each itum of tho Inv.ntory r.pr...nt it'. fair value a. of the dot. of d.c.dent'. d.ath. . Sworn to and lub.cribed b.foro me, .O;:'~ f//~.~,/ Executor. Adminhlntor Ie 96 ;J / .' 19 :/;;, "lcl. u.:J;..; -+--/..;- Augus t It~L7; J!~J /). I NOTARIAL SEAL ] THEU~A S. McCAUSLIN, Notary Public Camp HilI. Cumberland County My Commission Explre~ July 3. 2000 ---26 Date of D.ath Day 2718 Columbia AVGnue Camp Hill, PA 17011 Addnn Apr il 1996 Month v..t INSTRUCTIONS I. An inventory must b. filed within three month. after appointm.nt of pors.nol ropr..onlative. 2. A .uppl.ment inventory mu.t b. fil.d within thirty day. of di.covery of odditionol o..oh. 3, Additional .heets may bo attached o. to personolty or roalty 4. See Articl. IV, Fiduciari.. Act of 1949. II ! ! II 11 :cl igJ I " " II , l.!ll IH I I'< 'i 1 pi -0 ;p ,I I >- 1>:' 01 '0 ,; '-=.Ji Ii ~' 1>:, 0 ;en I- w ~ II ~ I- :0:1 0' ~ ~ '\' II >- w <( :t ~I ~ I' c::: "- I- u II 1 I, 0 I ~ 0 . 0 '" If 1 LU W 7' ..:ll c "'~ ''-8 " J: ~ -, ~:o: '':>';' I- "- ..:l, "-H !I .. z I- -' LL .' H. ~ LL -' <( 0 :;: :c "- 'H :t ....; I. w 0 <( w i ,en <( d > z ~ :c o..! ! ~...... ~ i Z 0 ~, ~~ c . \ 0 , ;~ 'I 0 V1 Z ~, 0 0: U; U !, z w <( H: ... "- -0 . Z I; c ,:c - ~ '0 I' 0 . II"J Ii ~ .D -0 "'" I; ~ E .!! 0 Ii ~ , 0 -' u u: '" " .-..-. + .AIn:.erican ~,?;<?!.,~~,~ _..~u"32 _..~ ' ..":5...... .' ,..-,~ 'to; . ~_ .,.,..~4 . -.-.- " I \ -' .. -',,:". Mrs, Pellicle BIOO~S 5355 Henry Hudson p~V Blont,NV 10471.2B30 ~- p'__Il i).fc.u;/Is. 1I~~"5' '<./<-- ' Co, ~ /Y (~.:rttl ., . t I . II Leo. ~t.A~.:..LI-/J-^- (I ~ L<.c..Q...! . _.:VL~ r . _ . L'? ifY(,L<'---- \"111I,"\11""" \..fi;-;;\tllttt(,~,fA'II\I\ / 7 t1 / ~ .\-.,. \. f(".)\.7~/-:-!o-;~~2 ! -~ -...--........bcI.~ ~ .~~ T .,:. ."'. , ~ PAYK(HT1 D.tach the top portion of thl. Hot Ice and sub.lt with your pay.ent .ade payable to the na.e and addre.s prlnt.d on the rever.e .Ide. If RESIDENT DECEDENT aaka check or .oney order payabI. tal REGISTER OF WIllS, AGENT, 11 NOH.RESIDENT DECEDENT .ake check or aoney order payable tal COHHONWEAlTH OF PENNSVlVANIA, All pay.ent. racelved .hall be appllad flr.t to any Intar..t which .av be due with any reealndar applied to the tax. REFUND (CR}I A refund of a tax cradlt, whiCh wa. not raque.tad on the Tax Raturn, ..y be reque.ted bv coapletlng an -Application for Rafund of Pennsylvania Inheritance and E.tat. Tax- (REY.1!1S). Application. are avallabl. at tha Office of ttt. Reghter of WUh, any of the ZS R.venue DI.trlct Offlu. or fro. the napart.ant'. Z".hour answering .ervlc. nuaber. for for.. ordering: In p.nn.vlvanla 1-800.S6Z-Z0S0, out. Ida PennSYlvania and within local Harrllburg area (717) 781.8094, TDD' (717) 77Z.ZZSZ (Haarlng I.palred only). REPLY TOI Queltlonl reg.rdlng errorl contained on thl. notice lhould b. addre.sad tal PA Depart.ent of Revenue, Bureau of Individual Taxel, ATTN: POlt Allesl.ent Review Unit, Dept. ZB0601, Harrllburg, PA 171Z8-0601, phone nl7) 787.6505. DISCOUNT: If any tax due I. paid within three IS) calendar aonthl .ftar the decedent'. death, a five percant IS~J dl.count of the tax paid hallowed. PENALTY: The IS~ tax a~e.ty non.partlclpatlon penalty I. coaputed on the total of the tax and Intarest a'le..ad, and not paid be'or. January 18, 1996, the flr.t day aftar tha end of tha tax aana.ty periOd. INTEREST: Intare.t I. charged beginning with flr.t day of dallnquencv, or nine (9) .onth. and one II} day fro. the date of death, to the data of pav.ent. TalC" which beca.e dallnquent ba'ore January I, 198Z bear Interelt at tha rata of Ilx (6~) parcent p.r annua calculated at a dally rata of .000164. All taxa. which bacaa. dellnquant on and after January I. 198Z will baar lntaralt at a rate which wlll vary froa calendar yaar to calendar yaar with that rata announcad by the PA Dapart..nt of Revanue. Th. applicable Inter.lt rate. for 198Z through 1996 at.: Y.ar Int.re.t Rata Dallv Int.r..t Factor Vear Internt Rate DailY Intare.t ractor 19112 ZOX .000548 1987 'X .000l47 19U In .oouss 1988.1991 llX .000301 1984 llX ,000301 199Z 'X .000l,.7 19115 UX .00DSS6 1993.1994 1X .00019Z 1986 lOX ,OODZ74 1995.1996 'X .000l47 ...tnt.rut It calculat.d .. folloWl1 INTEREST = BALANCE DF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACYDR ...any Hotlce I..ued aftar the tax beca... d.llnquent will r.flect an Int.re.t calculation to fifteen liS) day. beyond the date of the a......ent. If pay.ent Is .&d. aft.r the Int.rut co.putaUon date .hown on the Notice, addltl~l Int.r..t au.t be calculated. PURPOSE OF NOTICE: PAYltEHT: REFUND (CR) I OBJECTIONS: AD.UN. ISTRATlVE CORRECTlDHSI DISCOUNT I PENALTV1 INTEREST: To fulfill the r.qulr...nt. of S.ctlon 2l~D of the Inheritance and E.t.te T.x Act, Act 22 of 1991. (72 P.S. S.ctlon ZI..o). Det.ch the top portion of thl. Notice and .ubelt with your p.ye.nt to the Regl.ter of Will. prlnt.d on the rev.r.. .Ide. .. Hak. check or eoney order p.yable tal RECISTER OF WILLS, ACENT. All pay.ent. rec.lved .hall flr.t be applied to any Intere.t which ..y be du., with any re..lnder .pplled to the tax. A r.fund of . tax cr.dlt, which w.. not requ..ted on the tax raturn, '.y be reque.ted bV co.pl.tlng an RAppllcatlon for R.fund of P.nn.ylv.nla Inherlt.nc. and E.tate T.xR (REY-lll]). Application. are .vallabl. at the Office of the Regl.t.r of Will., any of the 2] R.venue DI.trlct Off Ie.. or by calling the .p.clal 2~-hour an.werlng ..rvlc. nuabers for for.. orderlngl In p.nn.vlvanla 1-8DO-]6Z-Z050, outside P.nn.ylvanla and within local H.rrl.burg ar.a (717) 787-8094, TOOl (711) 772-ZZ52 (H.arlng I.palr.d Only). Any p.rtv In Inter..t not .atl.fl.d with the .ppr.I....nt, .llowanc. or dl.allow.nc. of d.ductlon. or ........nt of t.x (Including dl.count or Int.r..t) as .hown on thl. Notlc. .ay obJ.ct within .Ixty (60) d.ys of rec.lpt of this Hotlce byl .-wrltt.n prot..t to the Pi a'Plrt..nt of R.venue, Board of App..ls, D.pt. Z810ZI, H.rrlsburg, Pi 17IZ8-IOZI, OR ...lecUng to have the 'athr dehrelned .t the audit of the account of the personal np,,"nt.Uv., OR --lPpe.1 to the arph.n.- Court Flctu.l errors dl.cov.r.d on this a.......nt .hould b. .ddr....d In writing tal PA Dep.rt..nt of R.v.nu., aureau of IndIvidual TaM", iTTHI Po.t A..e.s..nt Revl.w Unit, DEPT. Z80601, Harrl.burg, PA 171Z8-0601 Phon. (717) 787-6505. Se. p.gl 5 of the bookl.t Rlnstructlon. for Inherltanc. Tax Rlturn for a R..ld.nt O.c.d.ntR (REY-ISOl) for an aMPlenatlon of .d.lnlstratlvelY correctable error.. If any tax due i. paid within thr.e (]) calendar .onth. after the d.cedent'. death, a flv. perc.nt (5X) dl.count of the tax paid I. allowed. The 15X t.x .~e.ty non-participation penalty I. COIPut.d on the total of the tax and Int.re.t .......d, and not paid b.for. January 18, 1996, the flr.t day aft.r the .nd of the tax aan..tv plrlod. Thl. non-participation penlltv I. .pp..l.bll In the .a.. .ann.r and In the the .a.. tl.. period a. you would app.al the tax and Int.r..t that ha. b..n a......d a. indlcat.d on this notice. Intlr..t I. chargld beginning with flr.t day of dellnqu.ncy, or nln. (9) .onth. and on. (IJ day fro. the date of d.ath, to the datI of pav.ent. Ta... which beca.. dellnqu.nt before January I, 198Z b.ar Inter..t at the rate of .Ix (6X) percent p.r annu. calculat.d at a dallv r.t. of .00016~. All tax.. which b.ca.e d.llnquent on or after January I, 198Z will bear Inter..t at . rat. which will v.ry fro. Cllendlr Ylar to CII.ndar yllr with that rlt. announcld by tha PA DePlrt.ent of Revlnue. Thl appllc.bl. Intlr..t rat.. for 198Z through 1996 ar'l Vlllr Interut Rlt. Dally Interut Factor V.ar Inh"st Rat. Dally Int.rut Factor 1982 20X .000~~8 1987 'X .000247 1985 16X .000U8 1988-1991 llX .000101 1984 11:C .00DlOl I99Z 'X .000Z41 1985 I3X .00Dl56 1991-199~ 1% .00019Z 1986 lOX .00OZ7~ 1995-1996 .X .00DZ~1 uInter..t is caleulet.d .. follow': INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlce l..u.d aftlr the tax b.eOl', dlllnquent will r.fl.et an Int.rl.t calculation to flft.an (IS) day. blYond the det. of the .I.....ant. If PBy..nt 1. .ade .ft.r th. Int.r..t eo~tatlon det. .hoWn on thl Notlc., .ddltlonal Inter..t au.t be calculat.d. /"" ,,1,Jd ..1 Il,L " ~ -l . ~~~~~ ~.:fiI/:tflt COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU Of INDIVIDUAL TAXES lNllUUlAHC[ tAlt DiViSiON DlP'. ~lIoflOl tlARRlstuRe. PA IIlla-Obal Iholll' II ,,, 11I"'tl PATRICIA W BROOKS 5355 HENRV HUDSON PKWV NEW YORK NV 10471 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN l1-25-96 WALKER 04-20-96 21 96-0362 CUMBERLAND 96131105 LEAH M Anount RenHt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE, To Inluro propor crodlt to your occount. lubolt tho uppor portion of thll foro with your to. poyoont, CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... R-EV:i6-0j-EiC-^Fii-ioJi:96i-------~.ii-iNiiERiifANCif-TAiC-STiiiEHifNT-CiF-AC-Couiii--.-.~--------------------- ESTATE OF WALKER LEAH M FILE NO. 21 96-0362 ACN 96131105 DATE 11-25-96 THIS STATEHENT IS PRDVIDED TD ADVISE DF THE CURRENT STATUS DF THE STATED ACN IN THE NAHED ESTATE. SHDWN BELOW IS A SUHHARY DF THE PRINCIPAL TAK DUE. APPLICATION DF ALL PAVHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 11-1B-96 PRINCIPAL TAX DUE. 600,36 PAYMENTS (TAX CREDITS), PAVMENT DATE 07-16-96 RECEIPT NUMBER AA146537 DISCOUNT (+) INTEREST (-) 30.02 570.34 AMOUNT PAID TOTAL TAX CREDIT 600,36 ,00 BALANCE OF TAX DUE INTEREST AND PEN. ,00 TOTAL DUE ,00 . IF PAID AFTER THIS DATE. SEE REVERSE SIDE fOR CALCULATIDN DF ADDITIDNAL INTEREST. ( IF TDTAL DUE IS LESS THAN $1. ND PAYHENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAV BE DUE A REfUND. SEE REVERSE SIDE Df THIS FORH fOR INSTRUCTIONS, I PAV"ENT: Detach the top portion 01 this Notice and subelt with your paye.nt .ade payable to the na.e and address printed on the reverse side. If RESIDENT DECEDENT .ake check or ..oney order payable to: REGISTER OF WILLS, AGENT. If NON'AESIDENT DECEDENT ..ake check or eoney order payable tal COHHONWEALTH OF PENNSYLVANIA. All pay.ents received shall be applied Ilrst to any Interest which .ay be due with any re.alnder applied to the tax. AEFUND eCA)1 A refund of a tax credit, which was not requested on the T.x Return, .ay be requested by co.pletlng an RAppllcatlon for Aefund of PennSylvania Inheritance and Estate Ta.R (AEY-I111). Applications are available at the Office of the Aeglster of Wills, any of the Zl Aevenue District Offices or fro. the Oepart.ent's Z~-hour ensw.rlng servlc. nueb.rs for for.s ord.rlng: In Pennsylvanl. l-aaO-l&2-2050, outsld. Pennsylvania and within local HarriSburg ar.a (111) 1a1-809~, TOOl (111) 112-2252 (Hearing lepalr.d only). AEPlV Tal Que.tlons r.gardlng .rror. contained on thl. notice should b. addressed tal PA D.part..nt of Aevenue, aur.au of Individual Ta..., AnN: Post Au.n.ent Aevie.. Unit, Oept. 280601. 11arrlsburg, PI. 11128-0601, phon. (111) 181-6505. DISCOUNT I If any tax due Is paid within three el) calendar .onth. after the dec.dent'. death, a flv. percent (5X) discount of the ta. paid Is allowed. PENALTY I The ISX te. aanesty non-participation penalty Is coeputed on the total of the ta. and Interest assessed, and not paid before January 18. 1996, the first day after the end of the ta. a.n.sty periOd. INTEREST1 Int.re.t Is charged beginning with flr.t day of delinquency, or nine (9) .onth. and on. (I) day froe the date of death, to the date of pay.ent. T.... which beca.e d.llnqu.nt before January I, 1982 be.r Int.r.st at the rat. of sl. (6~) perc.nt p.r annu. calculat.d at a dally rate of .000I6~. All ta... which beca.. dellnqu.nt on and .fter January 1, 1981 will be.r Intere.t at a rat. which will vary froll cal.ndar year to calendar year with that rat. announc.d by the PI. Oepart.ent of Aev.nue. 'he applicable Interest rate. for 1981 through 1996 ar.1 Vear Intere.t Aate DailY Inter..t Factor Vear Interut Aat. Dally Int.r..t Factor 1982 laiC .000548 1981 9% .000241 1981 16% .000418 1988-1991 11% .000101 1984 Iii: .000101 19'11l .~ .000241 1985 B~ .000156 1991-1994 ,. .000192 1986 10i'. .Oaol14 1995-1996 .~ .000241 --Inter..t Is calculat.d 01 follow.: INTEREST = BALANCE or TAX UNPAID X NunBER Dr DAYS DELINQUENT X DAILY INTEREST rACTOR --Any Notlc. I.sued after the tax b.co... d.llnquent will r.flect an Int.r..t calculation to flft..n CIS) day. b.yond the date of the a.......nt. If payeent .. .ad. after the Inter..t coeputatlon date .hown on the Hotlce. additional Int.r..t _ust be calculated. /5 /('(.J1' BUREAU OF INDIVIDUAL TAKES INHlR1TAHCE TA~ DIVISION DEPT. leallOl HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NDTICE DF INNERITANCE TAK APPRAISEHENT, ALLOKANCE OR DISALLOKANCE OF DEDUCTIONs, AND ASSESSHENT OF TAK ON JOINTLY HELD DR TRUST ASSETS tll.nd II'" .11.'" PATRICIA W BROOK 5355 HENERY HUDSON PKWV NEW YORK NV 10471 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 11-25-96 WALKER 04-20-96 21 96-0362 CUMBERLAND 159-38-9701 96131106 l LEAH M A"ount R."i U.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTIDN FOR YOUR RECORDS ~ FtEv:iS-4S-Eif-AFFi-ro;-:9&i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD DR TRUST ASSETS DATE 11-25-96 ESTATE OF WALKER LEAH M DATE OF DEATH 04-20-96 COUNTY CUMBERLAND FILE ND. 21 96-0362 T AX RETURN WAS: S.S/D.C. NO, 159-38-9701 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96131106 FINANCIAL INSTITUTION: MERIDIAN BANK ACCOUNT NO. 3063579605 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (,0 TIME CERTIFICATE DATE ESTABLISHED 06-10-86 Account Balance Percent Taxeb1e X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due 5.007.69 0,500 2.503.85 .00 2.503.85 .06 150,23 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE A80VE ADDRESS. MAKE CHECK DR MONEY ORDER PAYABLE TO, "REGISTER OF WILLS, AGENT," TAX CREDITS: PAYMENT DATE 07-16-96 RECEIPT NUMBER AA146537 DISCOUNT (+) INTEREST (-) 7.51 AMOUNT PAID 142.72 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATIDN OF ADDITIDNAL INTEREST. · I IF TDTAL DUE IS LESS THAN $1, ND PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YDU NAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS fORK fDR INSTRUCTIONS, I 150,23 .00 ,00 .00 pURPOSE OF NOTICE: PAVft[NTI REfUND (CA): To 'ulflll the r.qulr...nt. of Section ZI~O 0' the Inh.rltance and E.tat. Ta. Act, Act Z2 0' 1991. (12 P.S. Sectlon 2l~a). O.tach the top portlon of this Notlce end sub.lt wlth your pay..nt to the R.glst.r of Will. prlntad on tha r.v.rse slda. .. "ake ch.ck or .oney ordar pavabl. to: REGISTER OF WIllS, AGENT. All pay.ent. r.c.lv.d shall first be applied to any Int.rest which .ay b. du., wIth any r..alnd.r applied to the tax. A r.'und of a tax credit, which was not r.qu.sted on the tax r.turn, aay be requ.st.d by coaplatlng an -Application for Refund 0' P.nnsylvanla Inherltanc. and Estata Tax- (REY-ISIS). Applications are avallabl. at the O'flc. of the .It.glst.r of Will., any 0' the ZS Rev.nu. District o'flces or by calling the IPeclal Z~-hour answarlng .arvlc. nuab.r. 'or for.. ordarlng: In Pann.vlvanla 1-eaO-S6Z-ZaSa, out.lda Penn.ylvanla and within local Harrllburg araa (111) 181-8a9~, TOO' (111) l1Z-ZZSZ (Haarlng I.palrad Only). OBJECTIONS: Any party In Intar..t not .atl.flad with the appralla.ant, allowanc. or dl.allowance of daductlon. or al...I..nt of ta. (Including dl.count or Int.r..t) a. shown on thl. Not Ie. .ay Object within .Ixty (60) day. of r.c.lpt of this Notlca byl .-wrltt.n prot..t to the PA nepart.ent of R.venue, Board of App.al., n.pt. Z81aZl. Harrisburg, PA 11118-1aZI. OR ...lactlng to have the aatt.r dataralned at the audit of the account of the personal rapres.ntatlv., OR .-app..1 \0 the Orphan." Court AD"IN- ISlRATIVE CORRECTlDNS: DISCOUNT I PENAL TV I INTEREST I Factual .rror. dl.cov.r.d on thl. a.sas...nt should be addr.lsed In writing to: PA Dapart.ent of Ravanu., Buraau of Individual Tax." ATTN: Po.t A.......nt R.vl.w unit, DEPT. Z806al, Harrl.burg, PA 11128-0601 Phon. (111) 787.6S0S. S.. page 5 of the bookl.t -In.tructlon. for Inh.rltanc. TaM Raturn for a Ra.ldant Oec.d.nt- (REY-ISOI) for an explanation of ad.lnl.tratlvaly corr.ctabl. error.. If any tax due I. paid within thr.a (3) calendar .onth. aftar the d.cedent". d.ath. a flv. perc.nt (SX) dl.count of tha tax paid I. allowed. Th. ISX tax a~..ty non-participation p.nalty I. co.put.d on the total of tha tax and Int.re.t a..a...d, and not paid b.for. January 18, 1996, the flr.t day aft.r the end of the taM aan..ty periOd. Thl. non-participation penalty I. appealabl. In the .a.. .ann.r and In the the .... tl.. p.rlod a. you would app.al the tax and Int.r..t that hat b.an a......d a. Indlc.tad on thl. notice. Intare.t I. charg.d beginning with flr.t day of d.llnquency, or nln. (9) .onth. and on. (1) day fro. the data of d.ath, to the data of pay..nt. r.... which baca.e d.llnqu.nt b.for. January I, 1geZ b.ar Int.r..t at the rat. of .Ix (6X) p.rcant p.r annu. calculated .t a dally rat. of .OaoI6~. All taxa. which b.ca.. dallnqu.nt on or aftar January 1. 1982 will baar Int.r..t at a rat. which will vary fro. calendar y.ar to cal.ndar yaar with that rate announead by the PA Dapart.ant of Ravanu.. The appllcabl. Int.r..t rat.. for 198Z through 1996 ara: V.ar Int.re.t Rata Dally Int.r..t Factor V.ar tntarut Rat. Dally tnt.rut factor 1987 'X .aoazo 1988-1991 lU .aaalal 199Z 'X .0oaZ~1 1995-199~ ]X .aaal9Z 1995-199' 'X .aaazu 198Z 1981 198~ 1985 1986 --Intarut 20X 16i( 11;( Ui( In I. c81culated 8. .aaOS"8 .aoa~18 .aanal .aanS6 .aaaZ74 follow.: INTEREST = BALANCE DF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlca I..u.d aft.r the ta. b.eo.e. d.llnquent will r.fleet an Int.r..t calculation to fifteen liS) deyl b.yond the data of the a.......nt. If pay.ant II aad. after the Int.r..t coaputatlon date .hOwn on the Notlc., additional Int.r..t DU.t bl calculat.d. l" PAYMENT I aetach thl top portion of thh Hotlca and lublU with your pay..nt lade payabl. to the n... and add,... printed on the raver.. ,Ida. If RESIDENT DECEDENT aaka chack or 1I0nay ord.r Pllyable tOI REGISTER OF WILLS, AGENT. If HOH-RESIDENT DECEDENT .aka chack or aonay ordu peyllbl. to: COHt10HWEALTH OF PENHSVLVAHIA. All ply..nta recllvld ,hall bl IIPpllad flrlt to any Intar..t which ..y bl dUll with any r...lnder applied to thl tlM. REFUND (CA): A r.fund 0' II tax cradlt, which wa. nat raqua.tld on thl Ta. Return, ..y ba requlsted by coaplltlng an -Application for R.fund of Pennsylvania Inheritance and E,tata Ta." (REV-I!I]), Applications ar. avallabl_ at thl OffiCI of thl Rlglstar of WillI, any of thl Z] Ravlnu. District OffiCII or frol thl Dlpart..nt'. 2~~hour en.w.rlng ..rvlc. nuab.r. for for.. ord.rlng: In p.nn.ylvanla 1.800.56Z.Z0S0, out.ld. p.nn.ylvanl. and within local Harrl.burg ar.a (717) 787.8094. TDDI (717) 772.2252 IH.arln; lapalr.d only). REPlV TO: Qu..tlon. r.gardlng .rror. cont.ln.d on thl. not Ie. .hould b. .ddr....d tOI PA D.part..nt of R.v.nue, Buraeo of Individual T...., ATtN: po.t A.......nt p.vl.w Unit, Oapt. 280601, Harrl.bur;, PA 17128-0601, phon. (717) 787~6S0S. DISCOUNT: If any ta_ dua I. paid within thraa (5) c.l.ndar .onth. aftar tha dacad.nt'. d.ath, a flv. p.rc.nt IS~) dl.count of the t._ paid I. allow.d. PENAlTY1 Th. IS~ tax a.n..ty non-participation p.n.lty I. co.put.d on the tot.l of the tax and Intar..t .......d, and not paid b.fan January 18, 1996, the tir.t day aft.r the and of the tax a.n..ty p.rlod. INTERESt I Int.r..t I. ch.rg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nlna (9) .anth. and on. (1) day fro. the data of d.ath, to the data of pay..nt. T.... which b.ca.. d.llnqu.nt b.far. January I, 1982 b..r Int.r..t .t the rat. of .Ix 16~) p.rc.nt p.r annu. c.lcul.t.d at . dally r.t. of .000164. All t.... which b.ca.. d.llnqu.nt on .nd .ftar J.nu.ry 1, 1982 will b..r Intar..t at . r.ta which will v.ry froa calandar yaar to calandar y..r with that r.t. announc.d by tha PA Dapartaant of Ravanua. Th. appllcabl. Int.r..t rat.. for 1982 through 1996 ar.: Vaar Int.ra.t Rat. O.lly Int.r..t ractor Vnr Int.n.t R.ta D.lly Intar..t ractor 198Z 2DZ .aODS48 1987 .% .000247 1981 16;( .oaaU8 1988.1991 11;( .00nOI 1984 11~ .000SOI 199Z .% .000247 1985 15;( .DOOlS6 1995.1994 n .00Dl't 1986 10~ .000274 1995-1996 .% .000247 ..Int.r..t Is calculat.d .. fal1awu INTEREST = BALANCE DF TAX UNPAID X NUnDER DF DAYS DELINQUENT X DAILY INTEREST FACTOR .~Any Natlc. I..ued .ft.r the taM boca.a. d.llnqu.nt will r.fl.ct a~ Int.r..t c.lcul.tlon to flft.an 1151 day. bayond the data of the ........nt. If ply.ant I. .ada aftar the Intaro.t coaputatlan data .hown on the Notlca, additional Int.ra.t .u.t b. calculatad. l~i-.;{7t) - r BUREAU ~F INDIVIDUAL TAMES l~~lTANC[ TAX DIViSiON DlPl .:80bOl HARRlSlURe, PA IlIZ8-0&01 COMMDNWEALTM OF PENNSYLVANIA DEPARTMENT OF REVENUE L. '* NOTICE DF INHERITANCE TAM APPRAISENENT, ALLOMANCE DR DISALLOMANCE OF DEDUCTIDN5, AND ASSESSNENT OF TAM DN JOINTLY HELD DR TRUST ASSETS II'.""U U, 111,'" PATRICIA W BROOKS 5355 HENRV HUDSON PKWV. BRONX NV 10471 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTV SSN/DC ACN 11-25-96 WALKER 04-20-96 21 96-0362 CUMBERLAND 159-3B-9701 96000131 A.aunt R.Mltt.d LEAH M MAKE CHECK PAVABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ~ R-iv:isira-E)f-AFfi-iO;-:9E;j----------------------------------------------------------------------------------- NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX DN JOINTLV HELD OR TRUST ASSETS DATE 11-25-96 ESTATE OF WALKER LEAH M DATE OF DEATH 04-20-96 CDUNTV CUMBERLAND FILE ND, 21 96-0362 TAX RETURN WAS: S.S/D,C. NO. 159-3B-9701 (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION ACN 96000131 FINANCIAL INSTITUTION: CORESTATES ACCOUNT NO. 2000606BO-5944B TVPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 11-01-90 Account Balance Parcent Taxable l( Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate l( Tax Due 13,036.35 0,500 6.518.1B ,00 6.518,18 .06 391.09 NOTE: TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAVMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS, MAKE CHECK OR MONEV ORDER PAVABLE TO: "REGISTER OF WILLS, AGENT," TAX CREDITS: PAVMENT DATE 07-16-96 RECEIPT NUMBER AA146537 DISCOUNT (+) INTEREST (-) 19,40 AMOUNT PAID 368,54 PAVMENT MUST BE MADE BV 01-21-97., TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE fOR CALCULATION OF ADDITIDNAL INTEREST. . I IF TOTAL DllE IS LESS THAN n. NO PAYNENT IS REQUIRED, IF TDTAL DUE IS REFLECTED AS A "CREDIT" I CRI. YDU NAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS fOR" FDR INSTRUCTIDNS. I 387.94 3,15 .00 3,15 PIlRPDSE or HollCEt To fulfill the requlr...ntl of Section 2140 of the Inheritance and Estat. Tax Act, Act 22 of 1991. ell P.S. Section 2140). PA'tKEHT ~ Detach the top portion of thl. Hotlc. and lubalt with your pay..nt to the Ragl,tar of Wilt, printed on the r...,ar.. sid.. ._ "aka chack or aoney order payable tal RECISTER OF WillS, ACENT. All p....nt. r...I..d .h.ll 'Ir.t b. ...ll.d to ... lnt.r..t whl.h ... b. du.. with ... r...lnd.r .ppll.d to tho t... REFUND (eR) I A r.fund of . t.. .r.dlt, whl.h w.. not r.....t.d on tho t.. r.turn. ... b. r.....t.d b. .o..l.tln. .. .Ap.II..tlon for A.fund of Pennsylvania Inherltanca and E,tata TexR CREV-IlIl', Appllcatlonl are avallabl. at the Offlc. of tho R..I.t.r of will.. an. of tho 2' R...nu. Ol.trl.t Offl... or b. ..Illn. tho ....1.1 24-hoUr .n...rln. ..r.I.. ~b.r' for for.. ordering: In Pennsvlvanla 1-800-362-Z050, outllda p~.ylvanl. and within local HarriSburg at.. (717) 187-8094, TOOl (711) 77Z-ZZSZ CHaatlng tapalrad Only}, OBJECIIONS. An. p.rty In Int.r..t not ..tl.fl.d with tho .p.r.I.....t, .110''''. or dl..110..n.. of d.du.tlon. or .........t of tax (Including discount or Intar..tl a. ,hown on thl. Hotlce .ay obJact within .1xty (60) day' of recalpt of this Notln bYI --wrltt.n .rotOlt to tho PA O.."t..nt of R...nu.. Bo.rd of A.P..I., O.pt. 261'21, 1I."lIbUr.. .A 1712B-102I, DR -.elactlng to hava tha .attar datarelnad at tha audit of tha account of tha par.onal rapra..ntatlve, OR ..appaal to the Orphan.' Court ADHIN- ISTRATlVE CORRECTIONS: Factual arror. dl.cover.d on thl. a.......nt .hoUld b. addre...d In writing tal PA Dapart.ant of Revenue, Bureau of IndividUal Tax." ATTN: Po.t A......~t Ravlaw Unit, DEPT. 280601, Harrl.bUrg. PA 17128.0601 PhOn. (717) 187-6S0S. S.. page S of the booklet wln.tructlon. for Inh.rltance Tax Return for a R..ldent O.cedentW (REV.ISOIJ for an .xplanatlon of ad.lnl.tratlv.ly corr.ctable .rror.. DISCOUNT: If any tax due I. paid within thr.e (SJ cal.ndar aonth. aft.r the d.cad.nt'. d.ath, a flv. p.rc.nt (SZ) dl.count of the tax paid I. allow.d. PENal TV: The ISZ tax a.n..ty non.partlclpatlon p.nalty I. coaputed on the total of the tax and lntar..t .......d, and not ..Id b.for. J....r. IB, 1.... tho flr.t d.. .ft.r tho .nd of tho t.. .....t. p.rlod, Ihl. non-..rtl.lp.tlon p.n.lty 1. ..p..l.bl. In tho .... .....r end In tho tho .... tl.. p.rlod .. .ou would .....1 tho t.. end Int.r..t that h.' ~'" a......d a. Indlcat.d on thl. notlc.. INTERESTl Int.r..t I. charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (9) aonth. and on. (I) d.y fro. the data of death, to tha data of p.yaant. tax.. which bacaae dallnquant bafor. January I. 1982 bear Int.re.t at the rata of .Ix C6ZJ percent per annua calculated .t a dally rate of .000164. All t.x.. which bec... dallnquant on or after January 1, 1982 will baar Intere.t at a rate which will vary fro. calendar y.ar to calandar year with that rate announc.d by the PA nepart.ent of Ravenua. The appllcabla Intere.t rate. for 1982 through 1996 arel Vear Internt Rate Dally Inter..t Factor Vear Interest Rata Dally Internt factor - 19U 2ax ,OOOS48 1987 .X .000247 Ins 16Z .ooolrn 1981.1991 112 .OOUOI l'I84 llX .000301 1992 'X .0002.' 19B5 UX .0003S6 1993.1994 ]X .000192 1986 I'X .000274 1995-1996 .X .000247 ..In..rnt Is calculatad .. folloWIl INTEREST = BALANCE DF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notice I..ued after the tax beco..' delinquent will rafl.ct an Int.r..t calculation to flft.en CIS) day. beyond tha date of the ...e..eant. If par-ant I. .ad. aftar the Int.r..t coaputatlon date shown on the Notlca, addltlonal Intara.t IN.t eM calculat.d. , '/;->' 1_) - ... L. r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU ~f INDIVIDUAL TAXES Um::rllAMC[ lAIC DIVISION alPI. ;!..OIlOI tlAUAISI'UAG, PA 11I:'lI'O"OI PATRICIA W BRDOKS 5355 HENRV HUOSDN PKWY. BRONX NY 10471 IlATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ~..~~~ ~ff),:ffl '~~ .~!Ol~. . '".1I11111" tll.tll 1l-25-96 WALKER 04-20-96 21 96-0362 CUMBERLAND 96000131 LEAH M Anaunt Reni ti.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To Inlu~. p~op.r credit to your account, subnit the upper portion of this forn with your t.. paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV=i6Cij-Eit-AFP--io3"=96y-umii..--iNtfERiTANCE-fAX-STATiilENf-ilTiic-couNTn.-iiimmmmmnm- ESTATE OF WALKER LEAH M FILE NO. 21 96-0362 ACN 96000131 DATE 11-25-96 THIS STATEMENT IS PRDVIDED TD ADVISE OF THE CURRENT STATUS DF THE STATED ACN IN THE NAMED ESTATE, SHOWN BELDW IS A SUMMARY Df THE PRINCIPAL TAX DUE, APPLICATIDN DF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PRDJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 11-18-96 PRINCIPAL TAX DUE, 391,09 PAYMENTS (TAX CREDITS), PAYMENT DATE 07-16-96 RECEIPT NUMBER AA146537 DISCOUNT (+) INTEREST (-) 19,40 AMOUNT PAID 368.54 TOTAL TAX CREDIT I BALANCE OF TAX DUEl INTEREST AND PEN. PAVMENT MUST BE MADE BV 01-21-97W. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATIDN DF ADDITIDNAL INTEREST. IF TDTAL DUE IS LESS THAN $1, ND PAYMENT IS REQUIRED. IF TDTAL DUE IS REflECTED AS A "CREDIT" ICRI. YOU MAY BE DUE A REFUND. SEe REVERSE SIDE DF THIS FDRM fDR INSTRUCTIDNS. I 387,94 3,15 .00 3,15 , ' PAYMENT I Detach the top portion of thl_ Notle. and .ubalt with your pay..nt ..de payabl_ to the n... and addr.'1 printed on the rav.,.a ,Id., If RESIDENT DECEDEN' ..ke chack or .onay order pllyabl. tal REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT .aka chick or .onay ord.r payabl_ tal COHHOHWEALTH OF PENNSYLVANIA. All pay..nt. r.celved shall ba applied flr.t to any Int.r..t which ..y ba due with any r...lndar applied to the t... REFUND (CAll A nfund of . ta. credit, which w.. not nqu..hd on the 'a. Return, ..y ba ,..qunted by coaplatlng an "APpllcetlon for R.fund 0' Pannlylvanla Inheritance IInd Est.t. TalC" tREV.13UJ. Application. .r. 1I".I18bl. at the Offlc8 of the Raglltar of Willi, any of the ZS Ravanue District OffiCI' or fro. the Dlpart..nt". Z4'hour en.werlng ..rvlc. nu.b.r. for for.1 ord.rlng: In P.nnlylvanla 1.800.362-2050, outlld' Penn,ylv.nle and within local Harrllburg ar.. (717) 787-80'~, TOO' (717) 77Z-ZZ5Z (H..rlng tlpalr.d only). REPLV tOI Ou..tlon. r.gardlng .rrors contelnad on this notlca Ihould bl .ddnuld to: PA Dapart..nt of Rllllnul, Buraau of Indlvldu.l lau., AnN: POlt A.......nt Ravllw unit, Dlpt. Z80601, tlarrhburg, PA 17IZ8-0601, phon. (717) 787.6505. DISCOUNT: If any taM dua II paid within thrl' (3) c.landar aonthl aftar the d.cld.nt'. d..th, a flv. parc.nt (5X) dllcount of tha tlM paid I. allowad. PENALTY: tha 15X taM aan..tv non-participation p.naltv I. co.putad on tha total of the taM and Int.ra.t al.a..ed, and not paid blfora Jlnuary 18, 1996, the flr.t day .ftar tha and of the taM aan..tv p.rlod. IHTERESTl Intara.t I. charged big Inning with flrlt day of dallnquancv, or nlna (9) .onthl and on. (II day fro. tha dati of da.th, to thl d.ta 0' p.y.ant. 'aMa. which baca.. dlllnqu.nt bafora January 1, 1'8l baar Intar..t at the rata 0' 11M (6X) perclnt par ennu. cllculated at a dallv r.t. 0' .00016~. All t.... which b.ca.. dallnquent on and a't.r Janu.ry I, 1982 will b.ar lnter..t at a rat. which will vary fro' calendar y.ar to caland,r yair with that rata announcld by tha PA Dapartaant of Ravanua. Thl appllcabla Intara.t rata. for 1982 through 1996 aral Ve.r Inter..t Rata Dally Inter..t Factor Ve.r Inter..t R.t. O.lh Intar..t Factor 1982 lOX .OD05U 1987 .~ .000Z~7 19U 16X .DOO~38 1988-1991 IlX .DOUOI 198~ 1l~ .000301 1992 .. .000Z~7 IU5 llX .000356 199]-199~ n .000l9Z 1986 lOX .000Z7~ 1995.1996 .~ .00OZ~7 --Interl,t Is c.lculatad .. fol1owlI INTEREST : BALANCE DF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR .-Any Notlca Iuuad .ftar tha taM baco... dlllnqulnt will nflact an Inter..t calculation to flftlln U51 d.y. b.vond the data of the ."al..ant. If pay.ant I. .ada aft.r the Intara't coaputltlon dati .hown on thl Notln, additional Intar..t .u.t ba nlculated. , ,I' ;/i: / ,.J NOTICE OF INtlERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ACN 101 .. '-, John E SlIko Esq Saldls Etal 2109 Market Street Camp Hili Pa 17011 DATE 12/2/96 FILE NO. 2196.0362 COUNTY Cumborland 10 YOUR ACCDUNI, SUUMIT lllE UPPER PORI ION or THIS rORM HIIH YDUR TAX OF HILLS. MAKE CIlECK PAYAULE 10 REGISTER OF HilLS, AGENT REMIT PAYMENTTO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 ESTATE OF Loah M Walkor DATE OF DEATH 4/20/96 NOTE, TO INSURE PRDPER CREDIT PAYMENl TO lllE REGISTER Amount Romtttodl , ~ CUT ALONG THIS LINE Q -R~~M7EXAFP~f94I------NOTIcE-DFINHeRrrANCeTAXAPPRA~EMENT~ALLOWANCEOR---------------- DISALLOWANCE OF DEDUCTIONS AND ASS~SSM~N'/ Of rAX FILE NO. 2196.Q362 ACN 101 TAX RETURN HAS: (rill) ACCEPTED AS FILED ( 0 ) CIIANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1, R..l Est.t. (Schadul. A) 2, Stocks .nd Bonds (Schadul. B) 3. Clos.ly Hold Stock/p.,tno,shlp Int.,.st (Schedul. C) 4, Ho,to.o.s/Not.s Rec.lv.bl. (Schedul. D) S. C.sh/B.nk Deposits/ Htsc, P.rson.l P<ape,ty (Schedul. E) 6. Jolntly Owned P<ape,ty (Schadul. F) 7, T,.nsf.,s (Schadul. G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funo,.1 E.pens.s/Adm. Costs/Hlsc. E.penses (Schedul. H) (9) 3,641,4D 10, Debts/Ho,tO'O. Ll.bll1tles/llens (Schedul. I) (10) l,S03.44 11. Tot.l Deductlons (11) 12, N.t V.lu. of T.. R.tu,n (12) 13, Cha<lt.bl./Gov.'.....nUl Bequ.sts (Schadul. J) (13) 14, N.t v.lu. 0/ Est.t. Subject to T.. (14) NOTE: lI.n ......m.nt w.. I..u.d previously, IIn.s 14, 15 .nd/or 15, 17 .nd 18 will r.lI.cl 119ur.. that Includ. Ih. tol.1 01 all r.lurn. .......d lu dol., RETAIN LOWER PORTION FOR YOUR RECORDS ~ " ESTATE OF L..h M W.lk.r DATE 12/2/98 (1) (2) (3) (4) (S) (6) (7) D,OO 27,915.90 0,00 0.00 27, D2S, 00 641,26 O.DO (B) 55,582.16 S,144.84 SO, 437.32 0,00 SO,437,32 ASSESSMENT OF TAX: 15. Amount of Lino 14 at Spousal rate 16. Amount on line 14 taxablo at Linoal/Class ^ rato 17. Amount of Line 14 taxablo at Collatoral/Class B rato 18. P~1nc1pal Tax Due TAX CREDITS: PAYHENT DATE 7 16 96 0-16-96 RECEIPT NLtlBER AA146S33 AA146630 DISCO\JNT (+) INTEREST (-) 142,11 0,00 (15) D,OD X OD . 0.00 (16) 5D,437.32 X 6% . 3,026.24 ( 17) X 15% . (18) 3,026.24 A/ot:lUNT PAID 2,70D.OD 184,13 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIOtIAL INTEREST. TOTAL TAX CREDIT 3,026.24 BALANCE OF TAX DUE 0.00 INTEREST O,OD TOTAL DUE 0,00 (IF 10TAL DUE IS LESS THAN " NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION I PIJRPOSEOF NOTICE I PA'ntEHTI REFUHD (tA)1 Estat.. of dec~enta dylnQ on 0,. be far. Dec:..tJ.,. lZ, l,az -- If MY futu,.. Int.,...t In the ..t.te h tren.f.rnd In po.le..lon or enjay-.nt to Cl... B (callat.ral) beneflclarle. of the decedent aft.r the e.plratlon of any ..t.ta for life or for ye.r., the Co.-onwe.lth h.raby ..pr...ly r.l.rva. the right to appr.l.. and ...... tren.f.r Inh.rltanca T.... at the lawful CI... B (coll.t.ral) rata on any .uch future Intara.t. To fulfill the r.qul,...."ta of Section ZlU of the Inherltanc. and E.t.ta Ta. Act, Act ZZ of 19'1. 7Z P.S, Section ZIU. Detach the top portion of this Notlc. and .ut.1t '11th your p.y.."t to the RlIGhter of Nllll printed on tM revar.e llde. --PWta cMck or lM)ney ord.r payable to. REGISTER OF MILLS, AGENT All paYMnt. raulv~ Ih.ll flr.t be applied to eny Inhra.t which aay be due '11th MY r...lnd.,. 1IPP1Ied to th8 tu. A refY1d of a tax cndlt, Nhlch wa. not r~.t8d on the TalC Aaturn, MY be rlql.M.ted by co.pleUng M "AppllCBtlon for RafY1d of Penn.ylvanla Inherltanca and E.tate TalC" (REV-1313). Application. ar. av,llabl. .t the Offlc. of the AeQI.tar of Will., any of the Z3 Ravenue ol.trlct Offlca., 0,. by calling the .peclal Z4-hoyr ....werlng ".-vlc. I'1!..-ber. for fa.... ord.rlntl In PlWln.ylvanla 1-800-36Z-Z050, outllda P.,.,.ylv."l, and within local Harrisburg ara. (117) 787-11094, TDD' (117) nz-zzsz (H..rlng Iepalred Only). OBJECTIONS I Any party In Intare.t not satl.flad with the appr,I...ent, .llowenca or disallowance of deduction., or ........"t of ta. (Including dl.count or Int.re.t) e. shown on thl. Hotlce .u.t object within .llCty (60) day, of receipt of this Notlc. by: AD"IN ISTRA TIVE COAAECTIONS: DISCOUNT I INTEREST. --written prot.,t to th8 PA Dapartaent of A.venue, Board of App.al', Dapt. ZIIIOZ1, Harrisburg, PA --alectlon to hava thl aattar dat.r.lnad .t audit of tha account of the par.on.1 representatlv., nappa.1 to the Orphan,. Court. l11za-l0Zl, DR OR Factual arror. dl,caver.d on thl. a..a'leent .hould be addra'led In writing tal PA Dapert.ent of Ravenue, Buraeu of Individual T..al, ATTNl POlt AII...aant Ravlaw unit, D.pt. Za0601, Harrllburg, PA 171Z8-0601 Phone (717) 7117-6505. Sa. page 3 of thl booklet "In.tructlonl for Inh.rltanc. TalC Aaturn far. Ra,ldant Dec~ant" (REV-IS01) for an alCplanatlon of adalnlltratlvalY correctabl. .rrar.. If any t_1C due I. paid within three (3) c~landar IORth. aft.r thl decadent., daath, a flv. percant (S~) dl.count of thl tex paid I. allovad. Inhrut Is charg.d b.QIMlng with fir.t day of daUnquancy, or nln. e,) eonth. and one (l) day froa the data of da.th, to the data of payaent. Ta.al which bac..e delinquent bafar. January 1, 19a2 bae,. Int.r'lt .t thl r.ta of .IIC C6~) p.rcent p.r annua calcul.tad at a dally rat. of ,000164. All t.... which bee... dallnquent on and aftar January 1, 1982 will b..,. Intar..t at a rat. which will vary fro. c.lendar y.ar to calend.r y.ar with that rat. announc.d by the PA D.partaant of Aavenue. Th. .ppllcabl. Int.r..t rata. for 1911Z through 19'6 ar" Vaar Inhr.st Rat. Dally [ntara.t Factor Vaar Int.ra.t Aat. Dally Intere.t Factar 19az 'OX .000S48 19117 'X .Oaaz47 1983 16Z .000438 19118.1991 11~ .00OSOI 1984 11;t ,000301 I.., 'X .000Z47 19as 13X .000356 ."'-1994 7X .000l9Z 19116 10~ ,OOOZ74 1995-1996 'X .000247 -"Intar..t I. calcul.ted .1 follow.: IKTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR uAny Notlc. luu.d aft.,. the tax baco... d.lInquent will raflact an Int.r..t calculation to fiftaan US) day' bayond the data of the a.....aent. If pay.ant I. aad. .ft.r the Intar..t coeput.tlon date .hOwn an the Notlco, additional Int.relt lU.t b. calculatact, I') /,l' f '* COMMONWEALTH DF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ('.> BUREAU OF INDIVIDUAL TAXES INlERnANeE TAX DIVISION Df:Pf. ~a06Gl HARRISBURG, PA 17121.0601 1".111111 'u III.t.. PATRICIA W BROOKS 5355 HENRV HUDSON PKWV. BRONX NY 10471 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-23-96 WALKER 04-20-96 21 96-0362 CUMBERLAND 96000131 LEAH M A.ount R..Ut.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 11013 HOTE: To in lure prop.~ credit to your account, sub_it the upper portion of thil forM Nlth your tax pay..nt. CUT ALDNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-Erv:i6ili-EiC-AFii-li1i:96i-------..ii-iNifERiifANCE--TAiC-STiiiEH-iNT-ilF-Ac:Couiii--.-..--------------------- ESTATE OF WALKER LEAH M FILE NO. 21 96-0362 ACN 96000131 DATE 12-23-96 THIS STATEMENT IS PRDVIDED TO ADVISE OF THE CURRENT STATUS DF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY DF THE PRINCIPAL TAX DUE, APPLICATIDH OF ALL PAYMENTS, THE CURRENT BALANCE, AND. IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 11-18-96 PRINCIPAL TAX DUE, 391. 09 PAYMENTS (TAX CREDITS), PAYMENT DATE 01-16-96 12-04-96 RECEIPT NUMBER AA146531 AA184929 DISCOUNT (+) INTEREST C-) 19,40 .00 AMOUNT PAID 368,54 3.15 - (j ....1 LrI .... . ..~ Ice c 0> I -. ~c .-' " , 1\ /' TOTAL TAX CREDIT BALANCE OF TAX DUE 391. 09 .00 .00 .00 LL a: !=h 25 UU INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FDR CALCULATIDN DF ADDITIDNAL INTEREST, I IF TOTAL DUE IS LESS THAN .1. ND PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU MAY BE DUE A REFUND. SEE REVERSE SIDE Df THIS FDRM FOR INSTRUCTIDNS, I PAYttEHT I Detach the top portion 0' thl. Hotlce and sUbalt with your pay..nt 'ede payable to the na.a and addre.. printed on t~ rever.a ,Ide. [f RESIDENT DECEDENT a.e chack or lIOMy order paYable tal REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT a.a chack or lIOt'Iey order pa.,abl. tal COMMONWEALTH OF PEHHSVLVANIA. All pe.,.ant. r8Calv~ ah.ll b. applied 'Ir.t to any Int.re.t which ..y ba due with any r..elndar applied to the tax. REfUND (ah A refund 0' a t.x cradlt, which .... not reqUalted on the Tax lI.turn, .ay b. r~..tad by coapl.Ung an .Appllcatlon 'or R.fund 0' penn.ylvanla Inheritance and E.t.t. Tax. (REV-l'I]). Appllc.tlon. ar. .vallabla at the O"lca 0' the Ragl.t.r 0' Will., any 0' the 2] Revenue DI.trlct Of' Ice. or 'roe the Depart.ant". 24-hour an....r.ng .erv.ca nuabar. 'or 'or.. ord.r.ng: In Pennsylvan.a 1-100-'62-2050, out..de penn.rlven.a and within local Harrisburg ar.. (711) 117-IOM, TOOl (717) 172-Z25Z (Haarlng I~..nd on"'), .REPLY TOI Quutlon. regarding arror. cont..nact on this notlc. .hould b. addre..~ tal PA D.put.ant 0' R.venue, Bur.., 0' Individual Tax.., ATTNI po.t A......ant R.vl.w unit, Dept. 210601, Harrl&burg, PA 11121-0601, phone <<717) 717-6505. DISCDllCT: If any tax dull Is paid within thr.. U) celendar ItDnth. a'hr the cs.cadaint.. de.th, a fln percent (5:() d.'CCMlt 0' the tax paid I. .llowed. PENALTYI The 15:( tax aana.ty non-p.rt.clpatlon panalt., .. cu.puted on the total 0' the tax and Intar..t ......ed, and not pa.d ba'ore January II, 1996, the first da., atter the and 0' the tax eant.ty parlod. INTEREST I Intara.t I. charged beg.nnlng with 'Ir.t da., 0' dellnquanc." or nine (9) aonth. and ana (I) da., froa the d.ta a' d.ath, to the data 0' pa.,aant. Taxa. which bee... dallnquent ba'ar. January 1, 1912 baar Intar..t at the rete 0' ..x (6X) parcant par ~ calculated at a dally rat. 0' .0001~. All tax.. which bee... d.llnquent on and .'tar January 1, 1912 w.ll b..r Inter..t at a rat. which will vary 'roe calandar .,..r to calend.r .,aar ..Ith th.t rata announced by the PA Depart.ant of Ravenue. Tha appliCable Int.re.t rata. far 1911 through 1997 erat Ya.r Int.ra.t Rata DailY Intera.t Fectar Yau Intarnt Rllta Dally Intera.t Factor 1911 ZOX .000541 1987 9X .0002:47 1915 IU .000451 1961-1991 11% .00OSOI 1914 IIX .0DDsat 19" 9X .000l47 1915 I3X .DDOS!t6 1995-1994 7X .000192 1916 lOX .000l74 1"5-1997 9X .0DDZ47 ntnt.rnt Is calculated .. fallowtl INTEREST = BALANCE Dr TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEREST r~CTDR --An., Hotlc. I..ued .ftar the tax ~. delinquent will reflact an Intara.t c.lculatlon to flftean CIS) d..,. b..,ond the data of the .....saent. If peyaant I. aad. .fter the Intar..t coaputatlon date ~ on the Notice, addltJOI\III Int.rut MI.t be calculatad. I'J-/C"(' - Y * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN (~ BUREAU Of INDIVIDUAL TAXES INtl[AIUHC[ IU DIVISION D[PI. lllDIIOl UlRRISBURC, rA 11118-0601 11,.11111_"0'.'" 03-10-97 ROBINSON 07-27-95 21 96-0363 CUMBERLAND 202 CARL E DAVID H STONE 414 BRIDGE ST NEW CUMBERLAND AMount R..itt.d PA 17070 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HOTEt To inlur. proper credit to your account, lubnit the upper portion of this forn with your tlx ply.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FDR YOUR FILES ~ Rifv:7jJ;-EX--AFP--Ciz:-96i-----.-.-NCificif-OF--CETifRHiiiAfib-N-AN-C-ASlSESS-HENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEllERAL CLOSING LItTTER .. ESTATE OF ROBINSON CARL E FILE ND.21 96-036~ ACN 202 DATE 03-10-97 ESTATE TAX DETERMINATION ,00 1. Credit For stete Deeth Taxes as Verifiad 2, Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) . .!!!L- 3, Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) ,DO 4, Total Inheritance Tax Assessed .00 .00 5, Pennsylvania Estate Tax Due 6, Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAVMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUMBER AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE ,00 _IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TDTAL DUE IS LESS THAN $1. ND PAYHENT IS REQUIRED FOR CALCULATION DF ADDITIDNAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YDU HAY BE DUE A REfUND, SEE REVERSE SIDE DF THIS fORH FDR INSTRUCTIDNS,) PURPOSE OF NOTICE I PAVPtENTI REFUND (CR)! OBJECTIONS I ADMIN. ISTRATlVE CORRECTIONS I PENALTY I INTEREST: (")Q ... C l" ',0 '11 _'.1 -J :::J ~ 0 , -, - " '. " , .J 0'< To fulfill the r.qulr...nts of S.ctlon 21~5 Ib) of the Inh.rltanc. and E.tat. Tax Act, Act 22 of 1991. (72 P.S. S.ctlon 21~5'. D.tach the top portion of this Notlc. arod .ull.a1t with your pay..nt to the R.llht.r of Wills prlnt.d on the r.ver.. sid.. u Hak. ch.ck or .Ol.y ord.r payebh. tal REOISTER OF MILLS, AGENT. All pay..nts r8cal".d .hall bl. epplhd flr.t to any Intnr..t which lay b. due with any n.alnd.r appll.d to the tax. A r.fund of a tax cradlt .ay b. ruqua.t.d by co.pl.tlng an ~Appllcatlon for R.fund of Penn.ylvanla Inh.rltanc. and E.tat. T.x~ (REV.1313'. Application. ar. avallabl. at the Off Ie. of the R.gIst.r of Will', eny of the 23 R.v.nu. DI.trlct Off Ie.. or fro. the Depart..nt's 24-hour en.w.rlna ..rvlc. nu.b.rs for for.. ord.rlnll: In P.nn.ylvanla 1-800.362.2050, out.ld. P.nn.ylvanla and within loc.l Harrl.burll ere. (717) 787-8094, TOOl (1111 772-2252 (H.arlnll I.,alr.d Onlyl. Any party In Int.r..t not .atl,'I.d with the a.......nt of tax a. .hown on this not Ie. .ay obJ.ct within .Ixtv (60) day. of r.c.lpt of this Notlc. byI ..wrltt.n prot..t to the PA O.part..nt of R.v.nu., Board of App.al., Dept. 281021, Harrl.burg, PA 17128.1021, OR ".hctlnll to hllv. the .att.r d.t.r.ln.d at eudlt of the per.onal r.pr.sentatlv., OR ..appe.1 to the Orphan.' Court Factual .rror. dl.cov.r.d on thl. a.......nt .hould b. .ddr....d In wrltlnll tal PA O.part..nt 0' R.venu., Bur.au of Individual Tax.., ATTNI po.t A.......nt R.vl.w Unit, D.pt. 280601, Harrl.burll, PA 17128.0601, Phon. (717) 787.6505. 5.. pall. 5 0' the bookl.t ~In.tructlons for Inh.rltanc. Tax R.turn 'or a Re.ld.nt O.ced.nt" IREV.1501) for an .xplanatlon 0' adalnl.tratlv.ly corr.ctabl. .rrors. Th. ISZ tax a.ne.ty non-pllrtlclpatlon penalty Is co.put.d on the total of the tax and Int.r.st a......d, and not paid b.for. Jenuary 18, 1996, the 'Ir.t day aft.r the .nd of the tax a.n..ty p.rlod. Thl. non-partlclp.tlon p.nalty I. app.1I1Ilbl. In the .a.. .ann.r and In the the .a.e tl.. p.rlod a. you would app.al the tax and Int.r..t that has b..n a......d a. Indlcat.d on thl. notlc.. Additional P.nn'Ylvanla E.t.te Tax a......d a. a re.ult of a chang. on the F.d.ral E.tat. Tax clo.lnll I.tt.r b.co... d.llnqu.nt at the expiration 0' on. (11 .onth 'roe the date the final not Ie. of the Increa.. In F.d.ral E.tate Tax I. r.celved. Tex.. which b.ce.. d.llnquent b.for. January 1, 1982 b.ar Jnt.re.t et the rate 0' .Ix (6X) p.rc.nt p.r ennu. calculated at a dally rate 0' .OOOI6~. All taxe. which b.ca.. d.llnqu.nt on or aft.r January 1, 1982 will b.ar Int.r..t at a rat. which will vary froa calendar y.ar to cal.ndar y.ar with that rat. announc.d by tha PA O.part..nt of R.v.nu.. Th. appllcabl. Inter..t rate. 'or 1982 through 1991 ar.: V.ar Int.rnt Rate Dally Inter..t Factor V.ar Int.rnt Rat. Dally Int.rut Factor 1982 20X .DD0548 1987 9% .000247 1983 16:( .000~58 1988-1991 11Z .ooonl 198ft llZ .ODD501 1992 9% .000247 1985 15X .000556 1991-199~ n .000192 1986 lOX .OO021~ 1995-1997 9% .0002U nlnt.rnt Is calculated .. follow. I INTEREST : BALANCE Dr TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEREST rACTDR ..Any Notlc. l..u.d aft.r the tax b.co... d.llnqu.nt will r.flect an Int.r..t calculation to flft..n (15) day. b.yond the date 0' the a.......nt. If pay..nt I. .ad. aft.r the lnter..t co.putatlon date .hown on the Notlc., additional Int.r..t .u.t b. calculat.d. 1~1<-1 ('I.) - Y" IIUREAU OF INDIVIDUAl. TAXES INEAlTAMCE IlX DIVlslOtI DEPJ. ilD601 twlAISILRC, PA 11UI-DbOl COHHDNWEALTH DF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF DETERHINATION AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN (,l.. *' U'.411 II'" 11I.K. 03-03-97 ROBINSON 07-27-95 21 96-0363 CUHBERLAND 201 CARL DAVID H STONE 414 BRIDGE ST NEW CUMBER LAND A.ount R..ltt.d PA 17070 HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTE. To Inlure proper credit to your eccount, subelt the upper portion of thll fore with your tax peywont, CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ R-EfV:4Sji-EX--AFP--CiZ:-96i-----ii.-HiifiCif-OF--OETifRHiiiAiiiiN-Aiio-A!isEs!iHEHir---------------------------- OF PENNSYLVANIA ESTATE TAX BASED DN FEDERAL ESTATE TAX RETURN .. ESTATE OF ROBINSON CARL E FILE ND.21 96-0363 ESTATE TAX DETERMINATION ACN 201 DATE 03-03-97 1. Credit For stete Dee~h Taxes as Verifiad 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and lor Interest) ,DO 3. Inheritance Tex Assessed by Dther States or Territories of the United States (Excluding Discount andlor Interest) ,00 4. Total Inheritance Tax Assessed 5. Pennsylvenia Estata Tax Due TAX CREDITS: PAVMENT RECEIPT DISCOUNT (+) DATE NlUMBER INTEREST (-) , . f." 0 ~ . u:' 0' ~5 Uu AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. ,00 TDTAL DUE .00 WIF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL OUE IS LESS THAN fl, NO PAYHENT IS REQUIRED FDR CAlCULATIDN DF ADDITIONAL INTEREST. IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY liE DUE A REFUHD. SEE REVERSE SIDE OF THIS FORK FOR IHSTRUCTIOHS,I E ,00 ,00 ,00 PIJRl>OS[ Of NOTICE. To fulfill the r.....lr.""'. of Section 2145 Cb) of the InherltlM1C8 and E1t.t. Tax Act, Act ZZ of 1991. (72 P.S. Section Zl4SJ. PAYJEHTa Detach the top portion of thlt NotJu and suM!t .dth your pay,.,t to the A-ahtar of Will. p,.lntltd on the ravar.. .Ide. n "aka check or 110M)' order payable tal REGISTER OF HILLS, AGENT. All p.~h tees Iv" ""11 be appl1l1C1 flrst to ....y Int.r..t whIch NY be due with any r_lnder applied to the tax. REflIGJ <<CR) I A nftnl 0' . tax credit My be r.qu..11lCl by caplaUng en "application for A.,\nI 0' P."".vlvBr11. Inherltenca end E.t,t, T.... (REV-IllS). application. ar. avaIlable at the D'fl~ of the Aegl.tar of Will., My of the Z.1 Revenue District OllIe.. or IrM tM Dep.rt.....t.. Z4-hour 8f1.wtI,.lng ..rvle. t'IUIberl for 'or.. ordaringl In Pannlyly.".a 1-800-362-2050, out..ld. Penn'vlvanla and withIn local HarrIsburg ar.. (717) 781-8094, TDD' (717) 77Z-ZtsZ (Haerlna IlPalred Only). OIJECTIONSI Any pub In Int.rut not ..thfJltd with the .........,t of tax .. .howl on this notice ..w obJKt ..Ithln .Ixty (60) dew. 0' rKllpt 0' thl. Hatlcl by: ......rltten prot..t to the PA o.p.rtHnt of R.venue, Bo.rd of Appe.lI, D~t. 211021, H.rrlsburg, PA 17121-1021, OR "-'Iectlng to heY. the ..tt.r cs.t.r.IMd .t -..tit of the p.r.onal repr..ent.tlv., DR --IIPPMI to the Orphan.' Court. AIlIllN- ISTUTlYE CORRECTIONS! Fectuel .rror. dlscov.red on thl. ....n....t should b. addr...ed In ..rlUng to: PA o.parbwlt of Rev......,., lure.u 0' Individual Tax.., ATTH: Po.t A.....-ent R.vl... unit, Dept. ZID601, Harrisburg, PA 17IZI-G601, Phone (717) 717-6505. s.. page 5 0' the bookl.t "In.tructlon. 'or InherltBnCI Tax R.tum 'or. R..ldent Decedent" (R[V"1501) for an .xplanatlon of 8delnl.tretlv.ly correctabl. error.. POtALTY: TN lS~ tax ....ty non-p...tlclp.tlon penelty Is coeputed on the totel of the tu end Int.n.t ......ed, and not p.ld befo..a Jenu...y 11, 1996, the fI...t dey .Uar the end of the tu MnI.ty period. Thl. non-p.rtlclp.tlon penal ty 11 8PPMlabla In the .... Benner end In the the ... tI_ per loci u you would appe.1 the tu and Int.nlt that hu bMn ......ed u Indicated on thl. notlca. INTEREST: For date. of cs.lth on or .ft.r 10-3"91, PemIYIVllnI. E.tet. Tax be.ad on the Federal E.t.ta Tu return bee... cs.llnquw,t It the elQllntlon of nine (09) aonth. froe the date of cs..th. For dat.. of cs..th pr lor to 10-]-91, pem'WIV8r'lI. E.t.te Tax be.ed on the Feder.1 E.tate Tax raturn bee... cs.llnquent .t the uplr.tlon of .Ight..., nl) eonth. froe the data of dMth. Tun tlhlch bee_ delinquent befon Januery 1, 1912 be.r Int.rnt .t the rete 0' .IM "X) percent per ...... eIIlcui.tad .t . dally rate of .DOOI64. All tun which bee.. delinquent on or .U.r January 1, 1912 ..111 bur Int.r..t at . ret. which will vary froe calender yeer to c.lender yaar ..Ith that rat. BnnOUnCad bw the PA o.p.rbwlt of Ravenue. The appllcabl. Int.t..t r.t.. fat 1912 through 1997 .t'l v.... Intatnt Ret. D.lly Int.t..t Fecta.. Va.t Int.tut R.ta Deily Int.tnt Fecto.. 191Z ZOX .00D541 1917 92 .GOOl47 1915 IU .DODUe 1988-1991 112 .0003Dl 19M 11% .D00301 I99Z 9% .DDOl'" 1915 U% .DOD3S6 1993-1994 n .ODOI92 1916 102 .DODZ14 1995-1991 92 .0DOZ41 -..tnt.....t 11 calculated .. follow.: INTEREST = BALANCE OF TAX UNPAID X HUMBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR ....Anw Hotlce I..ued .ft.r the tu bee... delinquent ..Ill t.flect an Int.t..t calcul.tlon to flft..., (15) dew. bewand the det. of the .........,t. If paWttWit Is .ade aUat the Int.tllt c~t.tlon ~t. ~ on the Notle., additional Int.t..t ~.t be calculat.ct. . .. STATUS REPORT UNDER RULE 6,12 LEMI M. \~I\LKER Name of Decedent: Date of Death: I\pril 20, 1996 Will No, 21-96-0362 Admin, No, pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No, I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No x b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Da te : S} fS/ '! ~ John E. slike J) o.~ Cl I[) N t':: (Please type or print) 2109 Market street AddressCamp Hill, PA 1/011 (717) 737-3405 Te I, No. ~:.: ~"( ~ Q.. ~ 2 >:: . ~ c;.~ ~5 UU Capacity: personal Representative x Counsel for personal representative c.J _, g ~, 0::0:: co 9' (MAH: rmfl AM3)