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COMMONW[,'l TIt Dr PENNSYlVANIA
DEPARTMENT or RfV[NU[
BUREAU or INDIVIDUal IAXES
DEPI. "SObOl
HARRISBURG, PA 1/1"S.OtoOI
~,
INFORMATION NOTICE
ANO
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.;:1 96-0374
96126378
07-04-96
Iff-ad iI." 11-'\1
Il.
"
EST. OF MABEL V FOLLETT
S.S. NO. 165-54"8225
DATE OF DEATH 04-18-96
COUNTY CUM8ERLAND
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
!X] CERTlF.
GERALD D FOLLETT
230 POPLAR RD
DILLSBURG ''::' PA 17019
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
- ,
, , 1-.
DAUPHIN DEPOSif BNK &:-" has p'~od tho Dop"rt.ont with tho Infor.aUon listed below which hIlS been USIld in calculating thll
potential taK due. Their rllcords 1nd)iate that at the death of the above decedent. yOU were a joint owner/beneficiary of this account.
If YOU feel this Infor"atlon Is incorrect. please obtain written correction fro. the financial Institution. attnch a copy to this for~
and return It to the ftbove address. Ihls nccount is taKable In accordance with the Inheritance TaK Laws of the CON.onwealth of Pennsylvania.
Question. .ay be answered bt calling 1111) IS7-d5Z/.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 8100580472 Dato 01-26-95
Established
Account Balance 11,996.42
Percent Taxable )( 50.000
A"ount Subject to Tax 5,998.21
Tox Roto K .06
Potential Tax Duo 359.89
PART TAXPAYER RESPONSE
QOI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE
A. ~ The above infor.atlon and taK due Is correct.
1. You ftay choose to reftlt paYNent to the Aegister of Wills with two copies of this notice to obtain
a discount or avoid Interest, or you .ay check box RAR Bnd return this notice to the Raglster of
Wills and an official assess.ent will ba issued by the PA Depart.ent of Aevanue.
To insure proper credit to your account, two
CZ) caples of this not lea .ust acco.pany your
plly...nl to the Register of Wills. "slle check
pllynble to: "Register of Wills. AgentR.
NOIE: If tax pay.ents are .ade within three
(1) .onthS of the dacedent', date of desth,
you .ay doduct a 5~ discount of the tax due.
Any Inheritance tax due will beco.e dellnquont
nine 19) nonths after tho dnt. of denth.
[CHECK ]
ONE
BLOCK
ONLY
B. c=J the obovo asset has bo.n or wili be reported ond tnx paid with tho Pe~nsylvanln Inherltnnco Tax return
to be filed by the decedont's representntlve.
C. c:J The abovo infor.otlon is Incorrect and/o~ debts ~nd deduction, wore paid by you.
You DU.t co.pleto PART ~ and/or PAAT ~ below.
PART
~
If you indicate a different tax rate, please state your
relationship to decedent:
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
iJ\:\ r:t:r:.::u: - CC::~UTATIcr: c:'" T.".:-: O~: .IC!~~'!'.''!'n!..!s'!' :'CCn.'.I~~,!,S f't~D
LINE
1. Dat. Established
2. Account Balance
3. Percent Taxable
4. A~ount Subject to Tax
S. Debts and Deductions
6. A~ount Taxabl.
7. Tax Rat.
8. Tax Due
I
2
3
4
5
&
7
8
K
I
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
K
PART
~
DATE
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL IEnter on line 5 of Tax Co"putationJ
I
S
Under penalties of perjury, 1 declare that the facts 1
co"plet. to the best of MY knowledge and belief.
/ ;/ .-tAl?
A
HOME
WORK
L
are true, correct and
~... - .J"~ ,;:.- _~
- /, h
lo1r/;{.'
A E
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with 1I11,llcnlllo lntornt hnl.d on 1"'0,..,.110"
sub_Ailed by tho financial Inslltullon.
Z. Inherlhnce tnlt beeo... delinquent nln. ..onth. lifter the docedenl'. d"to of dO/lth.
S. A Joint neeount h ,...able ...,.n thoullt! tho dlle.donl', 1M.. Wit' lidded ,.1 d GIIUer 0.. con....nl.nc..
Ie. Accountl llncludlnll thou held betw..n husbnnd nnd 10111.' which ItllI du.dent put In Joint nllIUI, within one year prior to
death at. fully tallabl. a. Itllnsl.t..
5. ACCDunt_ o.tabll.hed jointlY betw..n husband nod wlf. eor. thnn on. yoar prior to da"th lit. not tnll"blo.
&. Account. held by II decadent ~In tru.t for" n"olher or other. IIr. I"II"bl. fullY,
REPORTING INSTRUCTIONS - PART
1
- TAXPAVER RESPONSE
1. BLOCK A _ If the Infor.atlon and co.putatlon in the notice Ate cortect ~nd deducllons ate not being claleed, place an "X"
In block "A" of Pari I of Ihe "Ta.payer Response" secllon. Sign two copies and sub_II Ihe. with your check for the a_ount of
laJl to the Register of wllis of the county Indicnled. Ihe PA Oepnthlonl of ROllenue will luue an official auess.ent
IFor. REV.IS~8 EXI upon receipt of Ihe return Ir08 Ihe Reg Isler 01 wills.
Z, BLOCK B _ If the asset spoclfled on Ihls nollce has beon or will b. roporlod nnd la. paid with Ihe Pennsylllania Inh.rltance
TaJl Return Ilted by the docedont's representatlllG, place an "X" In block "B" 01 Part I of the "Ta.payer Respons." section. Sign one
COpy and return to the PA Doparl.ent of Rellanue, Bure"u 01 Individual Tn. lIS , Dapt 280&01, Harrhburg, PA 17128.0601 In the
env.lope provid.d.
3. BLOCK C _ If the notlc. Inforeatlon Is Incorrect and/or deducllons are being claieed, check block "C" and co.plete Parts Z and 1
~.:'::":!~"ii t: t~: :~..;t..~:t~:::~ t:.~:.... ::1..~ t__ ":'~:~.1 ......; J..:'_lt :t...... .it:. ...... ...-,...1. :... ,... ..-....... 1011' .all l-ICI,f1;.,iw \Ii the Muglst.r
of Wilh of Ih. county Indlcnted. The PA Depart.ent of Rellenue will hsue an official anus.ant (For.. REV-IS~8 EXI upon receipt
of tha return froa tha Rllghter of wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
t. Enter
NOTE:
tha date the account originally was astabllshed or tltlod in Ihe .anner e.istlng at date of death,
For a docedant dying after 12/12/82: Accounts which the decedont put in joint naees within one (I) yoar of doath are
huble fully as transfers. Iloweller, there Is nn a.clusion not to e.coed Sl,OOO per transfllree regardloss of the valu. of
the account or the nueb.r of accounts held.
If a double asterisk (..) appears before your first naee In the addross portion of this notice. the '3,000 .Jlcluslon
already has beon deducted froe the account balance d' reported by Ihe financial Instltulion.
2. Enter the tolal balance of Ihe account Including Inlere.t accrued to the dalo of dealh.
3. The percent of Ihe account thai i. ID.a~le for each lurvlvor I. deler.ined a. follows:
A. Th. percent laJlable for joinl a.set. established 1I0re Ihan ono year prior 10 the decedent's death:
DIVIDED BY TOTAL NUMBER OF
JOINT OWNERS
EJla.pl.: A Joint assel reQlstered
DIVIDED BY TOtAL NUM!ER OF X 100 . PERCENT TAXABLE
SURVIVINC JOINT OWNERS
in the nnee of Ihe decedent and Iwo othar persons.
I DIVIDED BY 3 (JOINT OWNERS) D1VIDED BY 2 (SURVIVORS) . .167 X 100
16.71: (TAXABLE FOR EACH SURVIVOR)
B. The parcent ta.able for aSlets created wllhin one year of Ihe d.c.dent's doalh or ftccounts owned by the decedont but held
In trusl for anolher Indlvldualts) (tru.t beneflclarl..l:
I DIVIDED BY TOtAL NUM8ER OF SURVIVINC JOINT
OWNERS OR tRUSt !ENEFICIARIES
X 100 . PERCENT TAXABLE
EJlaeple: Joint &ccounl reglstored in Ihe na8e of Ihe dacedent and two othar persons and eslabllshed wilhln one year of dealh by
the decedant.
I DIVIDED BY Z (SURVIVORS) . .SO X 100 SO~ (TAXABLE rOR EACH SURVIVOR I
4. Th. aeount subject to taJl (line ~) i. delerelnod by lIultlplying the nccount balance lllne Z) by Ihe percent la~able (line 3).
S. Enter tha totlll of Ihe debts nnd deduction. Ilslad In Part 1.
b. Th. a&:<unt hubb (line 6) Is deter_lnad by subtracting the debt. and deduction. Illne SI fro. the aeounl subject 10 taJl Illne ItJ.
7. Entar the approprlata laJl rale (line 7) as deterelned below.
A. For dates of dlllllh occurring after &/301'14, the tnJl ralas for Iranslar. to spouse. ara a. follows:
I. Oales of dealh on or afler 7/1/~4 and be fora 1/1/9~ Ihe rate is 1%.
Z, Date. of dealh on or afler 1/1/9S Iran.fers 10 lPou.e. will be la.ed al 0% IOJl rnle.
Hole: For data. of death prior 10 7/1/9~ tran.fers 10 spousa. are In~nble 01 b%.
B. Transfer. 10 lineal dascendanl. Including falher, ~olhar. son. daughler, grandChildren. son-In-law,
daughter. In. law, stepChild and Ihelr i..ue are la.able 01 six percent (b~l.
C. Transfer. to all others inclUding brother, .Isler, uncle, nunt, nephew and niece are la.able al fifteen percent 115%).
D. If you change Ihe taJl rale, please .pecify your relalionlhlp to Ihe decadent In Ihe area provided.
8. The a.ount of laJl due tllne 8) Is deter_lnad by lIulllplylng Ihe aeount ta.able (line 6) by the la. rate (line 71.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND OEDUCT10NS CLAIMED
Allowable debts and daductlonl are doter.ined as lollows:
A. You lagally are respon.ible for pay.ont. or Ihe e.tal. subject to adelnl.tratlon by a personal represenlatlve I. Insufficient
(0 pay the deductible II....
B. You actually paid the debls afler death of Ihe dacadenl and cftn furnish proof of pav.ent.
C. Debl. baing clal.ed lIust be Iteeiled fully In Part S. If additional spaca is ne.dad, u.. plain paper 8 112ft ~ II". Proof of
pay..nt .ay be reque.ted by the PA Departeenl of Revenua.
TAXPAVER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE OISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
COMMO~WI AlIII ill III """VI VA~ I A
DlI'AHIMI"T III WI VI "lll
!lUIII AU Of I~UIVIOUAI lAllI S
01 liT . ;'ftDbOl
llAAI./IS!UIIG. II" 111;'3.01101
;~~r~~
.,f.t~
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 96-0314
96126319
01-04-96
110 ,hili I" .,."
s"---~~~_''''.__.__._'
EST, OF MABEL V FOLLETT
5.5. NO. 165-54-8225
DATE OF DEATH 04-18-96
COUNTY CUMBERLAND
TYPE OF ACCOUNT
. SAVINGS
'it': CItECKING
L::: TRUST
CERTlF.
,,"
REMIT PAYMENT ANO FOR~S TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
GERALD D FOLLETT
230 POPLARRD
DILLSBURG PA 11019
DAUPHIN DEPOSIT BNK & has prollhlod tho OoP<trtunt with thu Infor"at!on lhtod hulow which hitS buon uud In clllculllt!ng tho
pohntilll tllll: dU_.~. Thoir records indlcata thnt lit tha dOAth of the nllo\llJ dltcodont. you W9r9 11 joint ownor/buneflciftry of thll i1ccount.
(f you faal lbls inforlllatlon is il'oo'{l;'lJct. phUlsa obtain written corroction frolll tho fin.lnci.lI InstItution. IIttitCh 11 copy to this forlll
nnd roturn it to tho abov. nddro~.; this account is ta.abh In I.lccordanca with tha Inherit.lnco Tlu lows of thll COlIIl!lonwolllth of IllJnnsyl\lnnill.
(I....,,,,.\lons lIIav UV .."'01"'00 0, l:::..llu,g I,l" '0'"0,)..,
Date
Es tabl ished
REVERSE SIDE FOR
01-26-95
FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW
Account No. 0033585180
M M M SEE
K
1,430.03
50.000
115.02
.06
42.90
TAXPAYER RESPONSE
RESULT IN AN OFFICIAL TAX ASSESSMENT BASED
To Insuro proper crodlt to your account, two
III copius of this notlco nust acconpnny your
plIYl"mt to tho Register of Wills. 11.11<0 chack
pAyablo to: "Ragistar of Wills. Agant".
Account Balance
Percent TaKable
A~ount Subject to
Tax Rate
Potential TaK Due
K
NOTr: If la. pfty.onts ara ~ada within threo
11) ~onths of tha dacutlont's data of daath,
YOU ~ay doduct a ~Z discount of the taw dua.
Any inharitanc. to. dua will baco.. delJnquent
nlnu (9) ~onths of tor tho data of doath.
Tax
PART
[!]
FAILURE TO RESPOND WILL
ON THIS NOTICE
I" CHECK '"1
, ONE I
L BLDCK
ONLY -
A. ~ Tho abOVA Infor~3tlon and tll. duo is correct.
I. You ~ay choosa to ru~it pay.ont to tho Aegistar of Wills with two coplos of this not Ie. to obtain
a discount or avoid Intorast. or YOU Gay chack bow "A" and roturn this notlco to tho Registor of
Wills .lnd an official IInUS~llnt will ba Inulld by tho PA Depart",ont of Aavonue.
B. n
Tho abovo assat has boan or will ho reportad and taw paid with tho Ponnsylv3nla Inhorltanca Tax raturn
to b. fllad by tho docadant.s raprosantativa.
~
C. i I Tha .lhova infor"aUon is lncorruct andlor dlJhts .lnd deductions wore paid by you.
~ You nust co.plata PART ~ andlor PART ~ below.
If you indicate 0 different tax rate, please state your
relationship to decedent:
OFFICIAL USE OtlL V [J AAF
PA OEPARTMEtlT OF REVEtlUE
PART
~
T".~
LINE
~~TV~~ - ~~~PVT~T!~~
1. Date Established
2. Account Balance
3. Percent Taxable
4. A"ount Subject to Tax
S. Debts and Deductions
b. A~ount Taxable
7. Tax Rate
8. Ta)( Due
ne T.^.V. t:'N ..I""N'!','T~Uc;r ~"'I""IJJJT~ P.".!)
1 1
2 2
3 K 3
4 4
5 5
& 6
7 K 1
8 8
DEBTS AND DEDUCTIONS CLAIMED
PART
~
DATE
PAID
PAVEE
OESCRI PTl ON
AMOUNT PAID
TOTAL IEntor on Line 5 of Tax COMPutation)
$
Under penalties of perjury, I declare that the
complete to the best of my knowledge and b.lief.
~.",;' /.('/A/~ /
tAXPAYER SIGtlATURE.
facts I
have reported above are true, correct and
I:!OME (,':. .,.' " .. (
WORK (/, i ).. J,. .
TELEPHONE NUMBER
, '/"
DATE
/.
/ "Go'
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT wllh ltppllcllblll Inl.rn' bUild on I"'or.,,"o"
lub.Hted by the Hnnnd"l 1n4t1tulton.
Z. Inheritance II" beeo... delinquent ntne lIonthl nft.r the dllcudltnP" dill'. of Ilanth.
1. .. Joint "ccount II I....able ..".n though the ducedunt' I """. w,u ,Ittel.d ns n IIIntt.r of convenleneD,
4. Account. (Including tho.. held between husbAnd nnd wlf.1 wl1tch the lliJCAdent Ilut in Joint n"".' within ,m8 '1ll1lt prior to
death are fully t.~"bl. ftl transf.r"
!i. Accounts established Jointly bet",.." hUlbnnd /lnd ...He JIIor. Ih,," one yur prior to duth Mil not ,.,,,"1118,
6. Account. hold by II decudent "In trust for" another or other. nt. '".nble fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BlOC~ A . If the Infor...tlon and co.pul.llon In tha not lea ~ra corracl ~nd daduclions ara not baing clal..d, placa an "X"
In block "A" of Part I of tha "Ta_payer ~esponsa" ,aclion. Sign two copla, and ,ub.it tha. with your chack for tho a.ount of
tax to tho Aaglster of Wills of tha county Indlcalad. Th. PA napart.ant of Rav.nua will Issu. nn official ass.ss.ant
(For. REV-IS4ft EX) upon r.calpt of Iha return froo tho ~aglslar of willi.
2. BLOCK B . If tha allat sp.clfiad on this not Ie. has bean or wlli ba raported nnd In_ paid with tha Pannsylvania Inh.rltanca
TnM ~.turn fllad by tha d.cadant's raprasantntivo. placa an "X" In block "8" of Pari 1 of tha "Ta_payer Rasponsa" section. Sign ana
COpy and return to tha PA Depart.ent of Ravanua. 8urenu of Indlvldu31 Ta_al. Dapt ~A0601, Harrisburg, PA 111Z8-0601 In tha
env.lop. provld.d.
3. 8LOCK C . If tha notlc. Inforoallon Is incorract nndlor deductions oro holng clalaed. chock block "C" and co.plota Parts Z and 3
a'::e"~!"~ .~ '.t':: J"t~.......~I,:,"S ~~'.".. ~::.. ...e c~.,I.r :..~ 41.:~.lt ..,,:,- "'!~... ~."..... 0:-....1 ,.... ...,. "....... 'J' ,... ~.~..~l'l .~ ....~ O,;:l!.,..
of wills of tho counly Indlcatad. Tho PA nopart.ant of Ravanua will issue an official assassoont (ror. REV.IS4ft EX) upon racalpt
of tho r.turn fr08 tha Roglstor of Willi.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I. Ent.r
HOTE:
tho date tho account originally was altabllsh.d or tltl.d in tho .annor oxistlng at date of death.
For a decadont dying aftar 12/12/82: Accounts which tho doced.nt put In joint n..os within on. (I) y.ar of d.ath ara
taxahle fullY as trans"rl. tlowevor, thora Is an .xclusion not to IIxcead S3.000 p.r trnnsf.r.. regardl." of the valuo of
the account or Ihe nu.b.r of accounts h.ld.
If a doubl. asterisk (..) app.ars bafor. your first na.. In tha addr.s. portion of this nOllca, tho 13,000 axcluslon
alraady hal b.an doduct.d fr08 tho account balanc. as r.ported by tha finnnclal Institution.
Z. Entar tho total balanc. of tho account Including Intar.st accruod to tho date of death.
3. The parcent of tha account that Is ta_ablll for .ach survivor is d.tar.lnad al followl:
A. Th. parcont taxabl. for joint .ssots ostabllsh.d ~oro than ono yaar prior to tho decadent's d..th:
DIVIDED 8V TOTAL NUMBeR Of
JOINT OWNERS
Exa.pl.: A joint assllt ragistar.d
DIVIDED BY TOTAL NUMBER Dr X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In tho na.. of tha dec.dent and two othar p.rsons.
I DIVInED 8Y 3 (JOINT o~NERS) DIVIDED BY Z (SURVIVORS 1 . .161 X 100
16.n ITAlCABLE FOR EACt! SURVIVOR)
B. Tho p.rc.nt taxable for assats craatod within on. year of tho d.c.d.nt.s d.ath or occounts own.d hy tho d.cadent but hald
In trust for ana tho,. Indivldual(s) (trust bonaflclarl..l:
1 DIVIDED 8Y TOTAL NUM8[R Of SURVIVING JOINT
QWNE~S DR TRUST B[N[rICIARIES
X 100 . PERCENT TAXABLE
Exa.pla: Joint account raglstor.d in the na.e of tha decedont and two oth.r p.rsons and .stabllsh.d within on. y.ar of daath by
tho d.cadont.
I DIVIDED 8V 2 ISURVIVORS) . .SO X 100 . 50:!: I TAUnE roR EACll SURVIVOR)
4. Th. a.aunt subj.ct to tax (line 4) Is d.tar.inad by "ultlplying tho account balanc. (Iin. 21 by tho perc.nt taxable (1In. 3).
S. Ent.r the total of the d.bt. and d.ductlons llstod In Part 3.
b. ih. a.ount t.Mabl. (lin. 61 is d.tarolnod by sublractlng Iha dobts and d.ouctions Illn. ~) fro. tne a.ount suoJact to tax (lln. ~J.
7. Ent.r tho approprlat. tax rat. 11in. 71 a. dat.r.lnad halow.
A. For d.tas of death occurring aftor 6/30/Q4, tho tax rat.s for transf.rs to spouses are as follows:
1. Dat.s of daath on or aft.r 7/1/94 and b.fora I/I/QS tho rat. is 3:!:.
2. Datas of d.ath on or aftar 1/1/9S transf.rs to spousos will be taxad at O:!: tax r3t..
Note: For data' of death prior to 1111Q4 transfllrs to spous.s ara t.xabl. nt 6:!:.
8. Tran.f.rs to lInaal dasconda"t. inclUding f8lhar. fIloth.r, son, daughtor, grandchildren. son. In-law,
daughter-In-law. stapchild and thalr issu. 8ro laxabl. at slM p.rcanl (6:!:).
C. Iransfers to all othars Including broth.r, slst.r. uncia, nunt, n.phaw nnd nieca ara taxabl. at flfteon percant liS:!:).
D. If you chang. the tax rat., plllas. sp.clfy your ralationshlp to tha decodant In tho area provided.
8. The a.ount of tax due Illn. 8) I. dal.r.inad by "uitlplying tha aoount taMAble (1lno b) by tho tax rate (lln. 1).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
AIlowablo dobts and d.ductlons nr. d.t.r.lned as follow':
A. You legally ar. rasponslblo for pay..nt, or tha .stat. subj.ct to adoinlstration bY a parsonal r.pres.ntatlve is Insufficiant
to pay tho d.ductlbla it....
B. You actually paid tho dllbts 8ft.r denth of tho d.c.d.nt and can furnish proof of pay.ent.
C. O.bts b.lng clal.ed ~ust b. Iteoll.d fully in Part 3. If additional space Is na.d.d, us. plain pap.r 8 1/2" x 11". Proof of
pay.ant .ay b. r.qulIstad by tho PA D.partoant of Ravanue.
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)
1. fAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSMENT with a'IPllcable Inturut luned on Inforllt/tllon
IUbllllhd by th. financial Instllutlon.
Z. Inh.rltanc. tax boco..s d.llnqutlnt nln. lItonths nfler tho ductulent's dllle of de/llth.
J. A jolnl account I. ta.llbl. even though th. decudent', n".e Wit, ndded '" n ""tt.r of convenience.
ft. Accounh I Including tho.e held b.lween husband ilnd wlf.) lolhlch lh. deced.nl put In Joint n,l..e. lollthln on. yeltr ,Irlor 10
d.ath are fully t'."ble o. trnnlf.rs.
s,. Accounh .stabllshed Jointly b.tw..n hUlband and wlf. ..ore Ihnn on. yellr prior to d8lllh are not tll.llbl..
6. Accounts held by a decedent *In trust for" "noth.r or oth.r. nr. ta.llbl. fUllv.
GENERAL INFORMATION
REPORTING INSTRUCTIONS - PART
I
- TAXPAYER RESPONSE
1. BLOCK A - If tho Jnfor.atlon and co.putatlon In the notlc. IIr. carroct IInd dtlduc:tlonl are not being clal..d. plac. Itn *X"
In block "A" of Pari 1 of Ihe *Ta.plty.r R.sponse* secllan. Sign two coplal and ,ubelt the. with your chack for Ih. ".ounl of
tax to the R.ght.r of Wills of tha county Indlcatad. Ih. PA V.part..nt of Revonu. will IlIu. IIn official 1I....I..nt
CFor. REV-IS,4& EX) upon r.celpl of tho return fro. Iha Reglsler of Wills.
Z. BLOCk B - If tha "slat Ip.clfl.d on thll notice hal boen or will bo roportod and tit. paid lolllh Ihe PennsYlvania Inh.rltanc.
Ta. Roturn Illed hy tho dec.dent.s ropr.sontatlve. placo an "X* In block "B" of Pari I of tho "TII.payer ROlponle" lectlon. Sign on.
COpy and r.lurn to Ih. PA Deparl.anl of Rov.nuo, Burollu of Individual la.... Dept 280flOI. ttarrlsburg. PA 111Za-0601 In the
.nvelop. provld.d.
3. BLOCk C . II tho notlc. Infor.atlon Is Incorrect lind/or d.ductlons are btllng clal.ed. check block "C" and co_pl.te Parts Z nnd 3
.........~:111f tc ~:..: Ij,.;"u.;t:..... to..:..... ::11.' ..... \.1,1.,:..10 <to... ....i....i. ;,:,.... ..:.., ,..01. ...w\.... i.., .... ....\,I..".. L;~ ...... ....'aull1 tu .11.1 1\"111",...
01 Will. 01 the county Indlcalod. Tho PA D.part.ent 01 R.venue will Issua an official allaSI..nl IFora R[V-ISfta EX) upon rec.Jpt
01 the return Ira. the R.glster 01 WIlJs.
TAX RETURN - PART
2
- TAX COMPUTATION
lIHE
I. Entar
N01E:
Ih. dal. the accounl originallY lolas .stabllsh.d or tlll.d In the .anner ..Istlng ftt date of dealh.
For a dec.dent dyJng aft.r 12/IZ/aZ: Accounts which the d.cedant put In Joint na... within on. CII y.ar of d.alh ara
lanble fully as transhrs. Ilowever, th.re Is an ..cluslon not to e.coed '1.000 per trllnlf.ro. rogardla.. 01 the value 01
tho account or the nu.ber 01 accounts hold.
II a doubl. ast.rlsk (...) appoarl balor. your Ilrst na... In the addrols portion of this notlc., tho SJ,OOO a.cluslon
alreadY has beon deductod fro. the account balanc. as r.port.d by tho financial InltllutJon.
Z. Enter the total balance of tho account InclUding Interest acc:ruod to the dale of death.
5. Tho parcent 01 tho accounl that Is ta.able lor oach lurvlvor Js d.toraln.d al lollowl:
A. Th. p.rcont ta.abl. lor Joint 4s.ets .stabllshed .ore than on. yoar prior to tho decodent.s doalh:
DIVIDED BV TOTAL NUHBER OF
JOINT OWNERS
Exa.pl.: A Joint aSlet roglstored
DIVIDEO BV TOTAL NUMBER OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the na.e of tho decedont and two other persons.
B. The porc.nt taxable for assets croatod within ono yaar of tho d.Codent.s d.ath or accounts owned by Ihe decodont bul hald
In trust lor anoth.r Jndlvldual(s) Itrust ben.llclaries):
I DIVIDED BV 3 (JOINT OWNERS) DIVIDEO BV Z ISURVIVORS) .. .)61 K 100
16.1% (TAXABLE FOR EACH SURVIVORI
1 DIVIDEO BV TOTAL HUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 .. PERCENT TAXABLE
[xa.ple: Joint accounl roglstared In tho na.. of tha docadent and two other persons nnd .stllbllshod within one year 01 death by
tho dOc.dent.
I DIVIDED BV Z (SURVIVORS) .. .50 X 100 SO% (TAXABLE FOR EACH SURVIVOR)
4. The a.ount lubject to tax Cllna 4) Is d.tar.lned by nultlplYlng tho account balanc. (1lna Z) by tho percant ta.abl. Illne 3).
5. En~.r the tolal 01 the d.bts anr deductions listed In Part 3.
b. The a~ount talL,"ble (lln. 6) Is det.r.ln.d by lubtracllng the debts and deductions Illno S) fro. the a.ount SUbject to tax (1In. 4).
1. Ent.r the approprlat. I~. rat. '1lno 1) as d.ter.lned b.low.
A. For dale. 01 death occurring alter 6/30/94. the tax rat.s for tranlf.rs to spoules are liS lollows:
1. Datel of d.ath on or aflor 1/1/94 and b.fore 1/1/95 the rat. Is J%.
2. Dates 01 d.8th on or alter 1/1/95 translers to IPOUlas will be ta.ad al 0% tax rat..
Not.l For dat.. 01 d.ath prior to 111/9ft transferl to SpOUI.s are taxabl. at 6%.
B. Iransf.rs to IJn.al d.lcendanls Including lalher, 80ther. son, daughlor, grnndchlldron, son-In-law,
daughl.r-In.lall, stepchild and th.lr issue ara ta.able at six parcent (fI%J.
C. Tranllars 10 all oth.rs IncludJng broth.r. sliter, unci.. aunt, nuphew and nlec. ara ta.~ble al flll..n percont IIS%).
O. II YOU chang. tho tax rate, plaalo speclly your rOlallonshlp to the decodent In tho are. provided.
a_ 'h. a.ount 01 tax dua (line a) Is d.teralnod by .ultJplYlng tho a.ount lalLlIbla Illn. 6J by the tn. rata Illne 1).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable dobts and deductions are d.terlllnea al follows:
A. You legally ara r.IPonslble lor pay.enl, or Ih. .state lubJect to ad.lnlstratlon by a p.rsonal r.pros.ntativ. Is Insufficient
to pay tho deductlbl. Ite.s.
B. You actually paid tho debls after dealh 01 Ih. dacodont and cnn furnish proof 01 paY.ent.
C. Debts b.ing clal..d ausl bo 11..lz.d fully In Part J. II IIddltlonal ,pac. II n.eded. UI. plain papar a 1/2* . II". Proof of
paya.nt .ay b. requ.st.d by Iha PA Depart..nt of R.vonu..
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. TDD' (717) 772-2252 (HEARING IMPAIRED ONLY)
f~'1/f . II . r:(;,'.IYfl/f/':r
f ATTORNEY AT LAW
148 SOUTH BA~TI"'ORE STREET
P 0 Bo" 421
DI~~SBURO. PENNSV~VANIA 17019,0421
(717 i 432-45'4
FA" 1717" 432-2812
september 13, 1996
Register of Wills
One courthouse square
carlisle, PA 17013
Re: Mabel V. Follett Estate
No. 1996-00374
Dear sir:
Enclosed herewith is my check no. 6904 in the amount of $3.00
as payment for a short certificate for the above-captioned Estate.
Please send if to my office in the enclosed stamped addressed
envelop as soon as possible.
Thank you for your prompt attention to this matter.
Ve y truly yours,
JMA/na
Enclosure
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~tt
BUREAU OF INDIVIDUAL TAXES
IHH[AllANC[ T'" DIVISION
D[PT. :10t.01
HARRISBURG, PA III:a.QbOI
NOTICE or INNERITANCE TAX
APPRAISENENT. ALLOMANCE OR DISALLOMANCE
Dr DEDUCTION., AND ASSESSNEIIT or TAX ON
JOINTLY IIELD OR TRUST ASSETS
II,.~\.I U II' 11,.IU
GERALD D FOLLETT JR
230 POPLAR RD
DILLSBURG PA 17019
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
12-16-96
FOL LETT
04-1B-96
21 96-0374
CUMBER LAND
165-54-8225
96126379
Anount R...ut.d
MABEL
v
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R-iv:isiia-EiC-AFii-ii:i:9&i----------------------------------------------------------------------------------..-
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-16-96
ESTATE OF FOLLETT
MABEL
V DATE OF DEATH 04-18-96
COUNTY
CUMBERLAND
S.S/D.C. NO. 165-54-8225
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION. DAUPHIN DEPOSIT BNK & TRST CO ACCOUNT NO.
ACN
96126379
FILE NO. 21 96-0374
TAX RETURN WAS.
0033585180
TYPE OF ACCOUNT. () SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 01-26-95
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
1.430.03
0.500
715.02
.00
715.02
.06
42.90
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
ABOVE ADDRESS. MAKE CHECK
DR MONEY ORDER PAYABLE TO.
"REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENT
DATE
07-16-96
RECEIPT
NUMBER
AA146527
DISCOUNT (+)
INTEREST (-)
2.15
AMDUNT PAID
42.90
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN SI. NO PAVNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAV BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
45.05
2. 15CR
.00
2. 15CR
PURPOSE Of
NOllCE:
PAYMENT:
REfUND (CR) I
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To fulfill the r.qulr..ents of S.etlon ZlftO of the Inh.rltance and Eslat. TlUl Act. Act ZZ of 1'9'91. 17Z P.S.
S.ctlon ZlftG J.
Detech the top portion of Ihls Hotlu and sub.1t with your paye.nt to the hghhr of Wllh prlnt.d on the
rev.ru sid..
.. H.-. ch.ck or .on.y ord.r payable to: REGISTER Of WILLS. ,"CENT.
All pay..nts r.nlv.d shall first b. appll.d to any Int.r.st which .ay b. du.. '11th any r..aind.r appll.d to the till.
A r.fund of . tlUl cndlt. which was not nqu..hd on Ih. tu r.turn. eay b. r.quuted by coaplotlng an "Application
for Refund of Penn.ylVftnla Inh.rltance .nd Estat. r.... fREV.llll). Applications aro avall.ble .t tho Office of
the R.ght.r of WUh, .nyof the Z5 Revenue District Offle.s or by calling the special Z('.hour answering service
nu.bers for for.s ord.rlng: In Pennsylvania l.eOO.36Z'lD5D. outsld. Pennsylvania and within local
Harrisburg ana I111J lel-809ft, fDO. (7111 112'lZ5lIHearlng I.palr.d Only).
D!JEClIONS: Any party In Int.rost not satisfied '11th the appralse.ent, allowance or disallowance of deductions or nun..nt
of taw (Including dlseount or Interest) as shown on thl. Notice .ay Object within sl.ty (60) days of r.c.lpt of
this HaUn by:
..wrltt.n protest to the PA a.part..nt of R.venu.. Board of App..h, a.pt. l81Ol1, Harrl.burg, PA 111l8'IOZI, OR
""ehcUng to have the .atter d.t.r.ln.d at the audit of the .ccount of the p.rsonal npr.unt.tlv., OR
".pp..1 to the Orphan.' Court
ADMIN.
ISTRATIVE
CORREClIONSI
DISCDUHT:
PENALTY:
INTEREST:
ractual .rror. dl.cover.d on this ass.sse.nt .hould be .ddr....d In writing to: PA D.parte.nt of R.v.nue.
Bur.au of Individual Ta.u, AnN: Post Ionen..nt R.vl.w Unit, DEPT. l80601, Harrisburg. PA I1U8'0601
Phone (7171 781'6505. 5.. pagl 5 of the booklet "Instruction. for Inh.rltanu Tal( R.turn for a R.,ld.nt
O.c.d.nt.. (REY-ISOI) for an e.plan.tlon of adelnl'tratlv.1y corr.etabl. Irrort.
If any tax due Is paid wllhln thr.e U) cal.ndar eonth, afhr the dlc.d.nt', d.ath. a flv. p.rclnt 15:0
discount of the ta. paid Is allow.d.
Th. 15A: hx a.nuty non.partlclpatlon p.nalty It coeputed on thl total of the taw and Internt IISS.'Sld, and not
paid b.for. January la, 1996. the flnt day after the .nd of the ta. a.,uty periOd. This non. participation
p.n.lty It app..labl. In the ,al. .ann.r and In the the sa.. tI.. p.rlod as you would app.al the talC and Internt
that ha. b..n u'....d a, Indlcat.d on thlt notlc..
Int.rut I, charged bllllonlng '11th first day of d.lInquency, or nln. (9) .onth. and on. 01 d.y
fro. the date of d.ath, to the date of pay..nt. ,,,.., which b.ca.. d.linqu.nt b.fore January I. 19a1
b.ar Int.r..t at the rate of ,1M 16;() perunt ptr .nnue calculllllld at a dally rat. of .000164.
All ta.., which bllca.. d.llnqu.nt on or aft.r January I, 19az ..Ill bur Internt at a ralll which will vaty fro.
eal.ndar y..r to cal.ndar y.ar with that rollt. aMounc.d by the PA nepart..nt of Rlv.nu.. Th.IIPplleabl.
Int.r..t rat., for 19a1 through 1991 oIIr.:
Y..r Int.rnt R.t. n.lly Int.,.,t factor
Y.ar In"rllt Rat. Dally Inter. It Factor
'r.
1981 .. .000l(,7
1gea.1991 llA: .000301
1991 .~ .0002(,1
1993'199te n .00019Z
1995'1991 .X .OOOZH
1'8Z
1981
198(,
1985
1986
..Inl.r..t
ZO:c
I'~
11~
UX
lOX
Is cllcul.ted .,
.000St08
.000(,18
.000101
.000156
.000ll(,
fol1ow.1
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAny Notice h'u.d .ft.r the taw b.coe., d.lInqu.nt will r.fhct an Inllrllt calculation to flfh.n (IS) days
b.yond th. dat. of the au.u..nt. If payeent Is ..de aft.r the Int.r.st COlputatlon data shown on the
Notice, additional Int.rut wIt b. c.lculattd.
,S/L'/ _:5'
BUREAU OF INDIVIDUAL TAXES
INttllHlAHCl lAX OlvlSl0H
D{Pt. 111DbDl
llARA1SlUJlC, PA 111:8-0&01
COHMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
~~4
It~'
L..,o'
NOTICE or INHERITAHCE TAX
APPRAISE"ENT, ALLOMANCE OR DISALLOMANCE
or DEDUCTION" ANO ASSESS"ENT or TAX ON
JOINTLY HELD OR TRUST ASSETS
11"I"'II.I.lll"U
GERALD D FOLLETT JR
230 POPLAR RD
D1LLSBURG PA 17019
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
SSN/DC
ACN
12-16-96
FOLLETT
04-18-96
21 96-0374
CUMBERLAND
165-54-8225
96126378
.nount R...U t.d
MABEL
v
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
F1iv:isiia-EiC-AF-P-ii1f:96i------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-16-96
ESTATE OF FOLLETT
MABEL
V DATE OF DEATH 04-18-96
COUNTY
CUMBERLAND
S.S/D.C. NO. 165-54-8225
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORHATION
FINANCIAL INSTITUTION, DAUPHIN DEPOSIT BNK & TRST CO ACCOUNT NO.
ACN
96126378
FILE NO. 21 96-0374
TAX RETURN WAS,
8100580472
TYPE OF ACCOUNT, () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE
DATE ESTABLISHED 01-26-95
Account Balanca
Parcant Taxabla x
Amount Subjact to Tax
Dabts and Deductions
Taxab1a Amount
Tax Rata X
Tax Due
11,996.42
0.500
5,9ge.21
.00
5.998.21
.06
359.89
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBHIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYHENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS. AGENT."
TAX CREDITS:
PAYMENT
DATE
07-16-96
DISCOUNT (+)
INTEREST (-)
17.99
AMOUNT PAID
359.89
RECEIPT
NUMBER
-
AA14652.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ADDITIONAL INTEREST. ·
377.88
17.99CR
.00
17.99CR
.
IF PAID AFTER THIS DATE. SEE REVERSE rOR CALCULATION OF
I IF TOTAL DUE IS LESS THAN 'I. NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" I CRI. YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE or THIS FORH FOR INSTRUCTIONS. I
20
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PURPOSE Of
HOT ICE I
To fulfill the requlr...ntt of Section Zt40 of the Inheritance and Ettat. faM Aet, Act ZZ of 1991. (72 P.S.
Section 2140),
D.tach the top portion of thit Notice and sub.it with your pay.."t to the Regltter of wills prlnhd on th_
r.v.r.. sid..
._ "aka chack or .on.y ord.r payable to: RECISTER OF WILLS, AGEHT.
All pay..nts received shall first ba appllad to any Int.r..t ~hlch ..y ba dUll, with any r...lnd.r applied to the ta..
A r.fund of . taM cr.dlt, which wa. not requa.tad on the ta. r.turn, ..y ba requa.tad by coaplatlng an "Application
for R.fund 0' Pennsvlvanla Inheritance and E,tat. Tax" (REY-IlISJ. Application. are available at the Offlc8 of
the Raglltar of Will., any of the 23 Revenue District Offic.' or by calling the .peclal Z4-hour an.werlng .ervlce
nu.b.r. for for.s ordering: In PennsYlvania 1-800-36Z-Z050, outside penn,Ylvanla and within local
Harrisburg ar.. (717) 787-8094, TOOl (717) 77Z-2252 CHearlng lapalrCld Only).
PAYHENT:
REfUND (tR):
OBJECTIONS I Any party In Int.r.lt not s.tllfled with the apprals..ent, allowance or di.allowance of deduction. or as,.'S..nt
of tax (Including dllcount or Inter..t) a. shown on this Notice .ay object within .Ixty (60) days of r.celpt of
this Nntln byl
--wrltt.n prot..t to the PA a.parte.nt of R.v.nue, Board of APpeals, n.pt. 281021, Harrisburg, PA 17128-1021, OR
.-.l.ctlng to have tha ..tt.r d.t.r.lned at the audit of the account of the personal repruentatlv., OR
--app.al to the Orphans" Court
AD"IN-
ISTRAT1YE
CORRECTIONS:
Factual .rror. dlscov.red on this a..ess.ent should b. addre.sed In writing tal PA O.part.ent of R.venue,
Bureau of Individual TaM.', ATTNI po.t A.I.....nt R.vlew Unit, DEPT. 280601. Harrl.burg, PA 17128-0601
Phon. (717) 787-6505. S.. page 5 of the bookl.t "In.tructlon. for Inherltancl TaM R.turn for a R.sld.nt
o.c.dent" (REV-ISOI) for an e~planatlon of adelnlstratlvelY correctable arror..
If any tax due Is paid within three (3) calendar eanth. after the dacadant". daath, a five percant (5Xl
discount of tha taM paid Is allowed.
Th. ISX tax aane.ty non'partlclpatlon p.nalty I. co.putad on the total of tha tax and Inter..t a.le.l.d, and not
paid be for. January 18, 1996, the flr.t day att.r the end of the tax aan..ty period. This non-participation
p.nalty Is app.alabl. In the sa.e .ann.r and in the the .... tI.e p.rlod as you would appeal tha tax and Interut
that ha. bean a..as..d as Indlcat.d on thl. notlc..
OISCOUNT I
PENAL TV:
INTEREST I
Inter..t II charg.d b.glnnlng with flr.t day of dallnquency, or nine (9) .onthl and one (1) day
fro. the data of d.ath, to the date of payaent. Taxes which bocaae dallnquent bafor. January 1, 1982
baar Intera.t at the rata of .Ix (6Xl p.rcent per annua calculated at a dally rate of .000164.
All taxU which b.ca.. dalinquant on or atter January 1, n82 wl11 bur Inter..t at a rat. which will vary fro.
calandar year to cal.ndar y.ar with that rate announced by the PA aepart.ent of Ravenu.. Th. applicable
Int.r..t rate. for 1982 through 1997 are:
1982
1981
198ft
1985
1986
--Int.re.t
,,~
16X
llX
ax
lOX
I. calculated .s
.OQD5fo8
.000418
.000301
.0003!.6
.000274
follow.:
Vaar Inter.st Rate Dally Intarut Factor
1987 .. .000247
1988-1991 llX .000301
1992 .~ .000247
1993-1994 7~ .000192
1995-1997 .. .000247
Vur Inter..t Rat. DallY Int.r..t Factor
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d after the tax baco.a. d.llnquant will reflact an Int.r..t calculation to ,l,taen tiS) day.
b.Yond tha data of the aU.....nt. 11 payeent Is .ad. after the Intar..t co.put.tlon date .hown on the
Notlc., additional Int.r.st au.t b. calculeted.
go
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PURPOSE Of
NOTICE t
To fulfill the r.qulr.~.nt. of Slctlon 1140 of Ih. Inherltancl and [stnta 'a. Act. Act 22 of 19~1. (71 P.S.
Slctlon 1140 I.
a.tach the top portion of thl. Notlel and lubalt with your pay..nt to the A.gl,t.r of Will. printed on the
t.v.r.. side.
u "al<. chack or .ann order payable tOI REGISTER or WIllS. ACENT.
All pay..nt. r.calvad ,hall flrlt ba applied to any Int.r..t which aay ba dua, with any r...lnda' applied to the ta..
, ,.fund of . tl. crldlt, which wa. not r.qul,tad on the taM r.turn. ..y ba r.qualted by coapl.tlng an ~Appllc.tlon
for R.fund of Penn,vlvanla Inherltanc. and [stat. Ta." (REV'ilI3>>. Applications .t. avallabla at the Offlc. of
the Alallta, of Wills, any of the 2) R.v,nu. DI.trlct Offlc.. or by c.lling the sPlcial Z4-hour answlrlng slrvlc.
nueb.rt for for.. ord.rlngl In P.nnsylvanla 1.80D-36Z-:D~D, outsld' P.nnsylvania and within local
Harrisburg ar.a C1111 781-8DIJ4, tOOl 17171 17:.22~Z 1It..ring IIPalr.d Onlvl.
PAYHEHh
REFUND (CR):
OBJECtlONS1 Any party In Int.rlst not satlsfl.d with the apprals...nt, allowanc. or dlsallowancl of d.ductions or a.......nt
of taM (Including dl.count or Int.r..t) a. .hown an thlt Notlc. .IY obJ.ct within ti.ty (60) day. of r.cllpt of
this Notlc. by:
....rltt.n prot..t to the PA O.part..nt of R.v.nu., loard of Appeals, a.pt. :aIOll, ttarrhburg, PA 11128.1021, OR
...l.ctlng to hava the .att.r dat.r.inad at the audit of the account of the p.r.an.1 r.pr...nt.tlv., OR
..app..1 to the orphan.. Court
AONIN.
IStRAT1Yl
CORRECtlONS1
Factu.1 .rror. dl.cov.r.d on thl. a.......nt .hould bl addr....d in writing to: PA a.p.rt..nt of Rav.nu.,
lur.au of Individual t..a., AttNI po.t A.......nt R.vi.w Unit. DEPt. Z10601, ttarrl.burg, PA 171Za'0601
Phon. (1171 787-6S0S. 5.. pag' S of the bookl.t ~In.tructlon. far Inh.rlt.nc. tax R.turn for a R..ld.nt
a.c.d.nt~ (REY.ISOlI for an ..pl.n.tlon of .dalnl.tr.tlv.1Y corr.ctabl. .rror..
If any tax due I. paid within thr.. (31 cal.ndar aonth. aft.r the d.c.d.nt.. daath, a flv. p.rc.nt (S~I
dl.count of the t.. paid I. allow.d.
the IS~ t.. eana.ty non.p.rticip.tlon p.n.lty I. co.put.d an the tot.l of the ta. .nd Int.r..t .......d, and not
p.ld b.for. January 18, 1996, thl flr.t day aftar the .nd of the t.. aan..ty p.rlod. lhl. non'p.rtlclp.tlon
penalty I. .ppa".bl. In the .... ..nn.r and In the the .... tl.. p.rlod .. you would app..1 tha t.. .nd Int.r..t
that h.. b..n .......d a. lndlcat.d on this not lea.
DISCOUNT 1
PENal lY I
INtEREST I
Int.r..t i. chargld b.ginnlng with flr.t d.y of dlllnqu.ncy, or nlnl IIJI eonth. .nd on. (I) day
fro. tha d.t. of de.th, to the data of pay.ent. ,.... which blca.. delinquent bafore Janu.ry I, 1'8Z
ba.r intera.t at the rata of .1. 16~1 perc.nt plr annu. c.lcul.ted .t a dally rat. of .000164.
All t.... which b.c..e d.llnquent an or aft.r January I, lIJ8Z will b..r intar..t at a rata which will vary 'roe
eal.ndar y.ar to eal.ndar y.ar with that rat. announced by tha Pi aaparte.nt of R.v.nu.. lh. appllcabl.
Int.r..t rat.. for lIJ8Z through 1997 .r.l
198Z
1981
1984
1,8S
1'186
-.Int.r.st
ZQ;(
16:':
11:':
IS~
10~
I. calculat.d as
.DODS48
.000438
.ODD301
.00D3S6
.000214
followSI
V..r Int.r..t R." ~n.!ar..t F.etor
1'81 'X .000Z41
1"88.1"1 11~ .OOUOI
",Z 'X .000Z41
191J3-ICJ'4 7Z .0001'2
llJlJ!..IIJ97 .% .DDOZ41
V..r Inter..t R.ta O.IIY Internt ractor
INTEREST' BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlca i.su.d .ftar tha t8. b.co.as d.llnqu.nt wlll rafl_ct an Int.r..t calcul.tion to flfta.n (IS) day.
b.yond tha d.ta of the .....s..nt. If pay..nt 1. .ad. .ft.r the Int.r.st co~t.tlon data .hown on thl
Notlea, addltlon.1 Intar..t .u.t ba c.lculatad.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Mabel V. Follett
Date of Death: April IB, 1996
Will NO. J>.dmin. No. 1996-00374
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:
'{es NO){
2. If the answer is No, state when the personal
"p""n,a,'V' "a,onab'Y b""v" ,ha' ,h' admln""a,'on .", b'
complete: April 1, 1997
3. If the answer to No. 1 is '{es, state the following:
a. Did the personal representative file a final
account with the court? '{es No
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? '{es 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.
\ ' "J '
J~ __,/" )//i:e,/,c -c' !-t'{; ~/
//iSignat:,u-rE! ,~ '
~ i Jane M. Alexander
I Ii Name (Please type or print)
14B S. Baltimore street, Oillsburg
J PA 17019
Address
Date: ;1;(; It) i
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Tel. No.
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personal Representative
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capacity:
){ counsel for personal
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
VEAR
NUMBER
fOR DATl5 Of OIATH AnlR 12/31/91 CHICK HIRI
'If A 5POU5Al
POVlAlY CRIOIT 15 ClAIMIO ,
~. ..- - -.- .-
. fill NUMBIR
I 21
96
0374
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OlPAIITM[t.j1 01 Ilh[t~U(
OfP1 JIIC(.,() 1
HAUI!lIUIlG, PA 1112110601
-- - --
OtctOfNT'S t~AM1Il...~T. 'IR!ll. AtoLl ""OOIlIN,I'All O(C10Hjl!l (u""rllll A[Jc..ltn
Follett, Mabel V. 1~~5 Chatham Drive
SOCI....L UCUlllTY I.UMI:1l --ID....il....c5~o(A1H OAlt Of I.'U~ - Camp Hill, PA 17011
165-54-8.::25 ,4/10 '910 4' 9;11 co.... Cumberland
C" ...,'C.'.".,....... "MI' ...., ,..,. ;:;;;-;;:o~'=r:c"'~'(o,"' "U;'''~__!AMd,''''''''''iUI''!'-;'''''UCl'O''1J
[}J 1. Original Rolurn [J 2. Supplemental Rolutn rJ 3 Remainder Return
(for dales of death prior to 12.13.821
o 5. Federal Estale To~ Return Required
.L B T 0101 Number of Safe Depolit BOlles
.CClUN1Y COQE..
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o 40. FUlure Inleres' Compromile
(for dolel of dealh aher 12..2.621
Decedent Died Tellale [] 7 Decedent Mointained a liv,ng TrUll
(Allach copy of WillI (Allach copy of Tru~11
------.-----
ALL CORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAlt( ICOyPl(Tt "'....ll'~.(J JlDC~(~~
..Jane !'I. Alexander ~. 148 S. B?ltimore Street
Dlllsbl.lrg, PA c11fj)19
c- .
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111 _,,6C'.,_~~2_,,9,O_,___
(21_,}~~~.<I...?~" ____
(J 1__ __.:..0,-: ,_
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15) 2,762.25
I b 1-...-21-,620.96__ "
171 -0- ___
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limited Eltale
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1. Real E~tale {Schedulo Al
2. Stocks and Bondi (Schedule 9)
3. Clolely Held Stock/Partnership Interelt (Schodule q
4. Mortgoges ond NOlel Receivable (Schedule D)
5. COlh, Bonk Depolill & Milcellaneous Perlonal Property
(Schodule E)
6. Joinlly Owned Properly (Schedule F)
7, Tren"... ISchodule 0) (Schedulo II
8. Total Gran Anets (total lines 1.7)
9. Funeral Expenses, Administrative Cosll. Mil(ellaneous
ElIpenles (Schedule HI
10. Debh. Mortgage liabilities. lienl (Schedule II
11. Total Deductions (tolallines 9 & 10)
12. Nel Value of Ellate (line 8 minus line 11)
13. Charitable and Governmental gequOlh (Schedule JI
(111
(12)
(13)
(14)
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9,518.37
181132,637.73
( 91
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10,054.07
122,583.66
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14. Net Value Subject 10 Ta~ (line 12 minus line 131
15. Spoulol Transfers (for dole I of dealh aher 6.30.941
See Inltructions far Applicable Percentage on Revorse
Side. (Indude values from Schedule K or Schedule M.I
16. Amount of line 14 taxable at 6% rote
(Indude values from Schedule K or Schedule M.J
17. Amounl of line '4 toxable at 15% rote
(Include valuel from Schedule K or Schedule M.)
18. Principal 101( due (Add ta~ from lines 15. 16 and 17.)
19. Credits Spousal Poverty Credil P~or ~axmenU "'\
+ o,ob9.0L+
(19)
1201
(151
(1bl ~~~,~~?_~_66
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. ,Ob =
7,355.02
(171
)( .15 ::
(18)
Oil(ounl
351.00
Inlerelt
7,0;:0.00
20. If line 191s greater than line 18, enter the difference on line 20. Thil ilthe OVERPAYMENT.
1'i.10
Check hero If you oro rcqucsling-o rofund'of-your.ovcrpaymonl.
335.02
-0-
335. 02
21. If line 18 is greal.r than line 19. enter Iho diHerenco on line 21. Thil il the TAX DUE.
A. Ent.r Ih. inlerest on the bolonce due on lino 21 A.
B. Ent.r the total of line 21 and 21A on line 218. Thil is the BALANCE DUE.
Make Check Pevable Ie: Roghle, el Wllh. Agent
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penalties of periury. I declof8 thol I hovl e.omi"ed Ihil re'ur". ,"dud'''9 oC(ompO"ri"g I(hed",hll o"d \'01""'(1"'1. o"d '0 ,~, bel' 01 my ~l'lowlldB' o.,d bll;e..
il iltrUl, correct and compl,te I declare ,ho' 011 reol eslote hOl ball" repor'ed 0' true marke' vol",e DIClo'ol.o" of preporef c'~er Ihl)f'l I!,e pe'lonol reprOlII"l'ol,ve tl
balld on 011 informoliol'l of whicn preporer hOI any knowledge.
iION~Ulf O'~U$ON ItU'~$'I}l!O)./IG _(1UllN _ _ AOO~fS~! -". / " ., c....n. ".
/J:,~<,-/ /Jfji<~ .i,i .I,' 't.", /-.1 /'./,,(;,.. ,(.. ;;;.'/: :/':/,!Y/
1(;NA1UIt Of n('AItU 0 ~n 1M.....,.. PR[$ENU1Ivf. AOORn ,OAU ',_ ~
.' ,.1...,,/.., /;,\ '~.I,..,!" J "(.(,,, ,.....,,' _ ///1//7/
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121)
(2IA)
1218}
R1V;UOllH 1I,IlI
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FILE NUMBER
2196-0374
COMMONWEAltH Of P(NNSYlVANIA
INH(RIJAHCf tAl InUliN
IIUIOlNf OfCfDINt
SCHEDULE "A"
REAL ESTATE
fSf ATE 'OF
FOLLETT,
[>lABEL V.
-
(P,opI.ly lolntly.own.d with Right 01 Su,vlvonhlp mUll b. dllClol.d on Sch.dul. "F") All ,.01 ..tol. Ihould b. ,.porl.d ot 101. mo,k.t
volu. which II d.fln.d 01 tho p,lc. ot which p,op.rly would b. ...hong.d b.tw..n a willing buy.. ond a willing ..II.., n.lth.. b.lng
~~rne,..!I.d.t.._ ~Y...!'~..~!,~oth~~~g '.alono~~~n"\NI.dg. alth. .!I.vanlloc..,
ITEM
NUMBER
_.._-------_.~--_.__.
DESCRIPTION
VALUE AT DATE
OF DEATH
l.
All that certain tractlJJE land with improvements
situate in the Township of Lower Allen, County of
Cumberland, Commonwealth or Pennsylvania known and
numbered as 1935 Chatham Drive, Camp Hill, PA 17011
acquired by Gerald D. Follett,and Mabel V. Follett
b" deed from Francis B. J. Branaaan and John E.
wilson, Co-partners t~ading as Branagan & Wilson
and dated Februan' 23. 1950 and recorde1 in the
office of the Recorder of Deeds of Cumberland couty
in Deed Book 145, page 352, Gerald ~. Follett diea
October 27, 1994. No mortgage, appraisal attached.
60,900.00
TOTAL (Also entor on line 1. RecapiluIQlio~L_
(If more space is needed insert addirional shieh 01 some sin.'
S~0,900.00
II
VERNON E. ANDERSON I~EAL ESTATE
May 13, 1996
Jane M. Alexander, Esquire
148 S. Baltimore St.
Dillsburg, PA 17019
Dear Attorney Alexander:
Re: Mabel V. Follett Estate
1935 Chalham Drive
Camp IIi I I, PA 17011
Pursuant to your request, I have done a competitive market
analYsis on the above captioned properly. This analYSis was
made to estimate the market value of this property.
Market value is defined as: "At a given time, the highest
price in terms of money which a buyer would be warranted in
paying and seller justified in accepting, provided both
parties are fully informed, acted intelligently and
vOluntarily, and further, that all rights and benefits
inherit in or attributed to the property were included in the
transfer."
This property, in my opinion, had an estimated market value
as of May 10, 1996:
SIXTY TIIOUSAND NINE HUNDRED DOLLARS
($60,900)
PrOViding well and septic are in satiSfactory condition.
Employment in and compensation for making this analysis
are in no manner contingent upon the value reported, and I
certify that 1 have no financial interest in the property
appraised, present or contemplated, or in any mortgage
secured thereby,
Sincerely,
:;;2JJ/~t;t
Dick lIampton,
Assoc. Broker, OR!
19 N.IJALTlMORE ST. . OILLSIlURC, "" 1701') . 1717) 71o("OU\\ . (717) 432.')7.15. fAX (717) -1]2.2](,8
1.1. II 1"."1" ,n,kpl'Ihfo."111 ,.o\'...I.ltI,I.,p....lf..,1
DEED. No. 734,
PrtnLed alld Bola b, John 0, Clark Co.. IUO 8, l'eQQ UqlW'" Pb.lIa.
- ~ ,,--~
(@~?@~]RU~f!lJf
- --
;Z 3 ~ day of r ~ ill the year of our Lord
om tho//J(lIId nim hllndred and fifty (19[,0) .,
iSdw1'l'n
':1,",':-
.
, ~ ." J \..': :
t,nd ,7", ,
" rT,~-'j:: I Co.rn rtnf:rn
tr('lcin,; t'~J i~","':..;
','r"';';, or tLt.: l'lr.:.;t, l,..;'t, I,ljd. r:nnTr-A,
lO"Ortt:q.T' nnd ~~/.ln'r. VI' hl~ v:lfc,
---
--'-
· Ih. .."ond pari: ttJitnl'llnrtll, Thalth..ald partl,~" oflhe fir" parld.r and In
eonoldemllon oflh..um of Nino Thousand ($9000.00) Dollars
larrf,,1 monrll of tile Unitrd Statr, of Amrrira, U'rll ami trulll paid 611 the laid part I e!'l o( tht
I('(ond purt to the .aiel part ~. " of the nr" part, at and bdurc the rnaraling and drlit'try of
the,e prtlcnltJ. thf' rc'(ript rrhrrwf II hrrtby Qcknolr/fclgu/, .' ~'l oraatcel, bargal1lfd. .old.
aliened, tn(raffed. rdmll'd. rom'curd and confirmed, and bU tI,f.C prt,tnt._tlv _lIrant.
bargain. .ell. a/i,n, en(toff. relta.e, ront'ev and ronfirm unto the .ald part~eq ofth"ttond
part, thelr :tdlr:'i and a"lgn., as t.e-ntints uy ent!)'~t1~s,
ltT.'. 'n{NJ' CrJiT;,TU lot ur 'l~ece uf l~rJund \vith the buildtn~9 end
l~pro'''('''~''r:t.~, t~(".ort:J!l "1"-'l'tO:'(I, ::rr!1:).:l't :n tl;.~ 'l',Ji~n.'Jhlp of LOwer Allen,
County 01' Currll(>rlr':J.O I.nd :-:t~.t(' .J:' !J!~:-.!::'yl'l.;~tf, b;;unlled tm~ c~~eribed
09 follo\',::n "~~;"-'j':n:,: tlt l.: ;Joint .m thl' ::uutnectt ~ldc of Chnthcm
Drive U'1t'ty foet widel r.t tho division Hne oj' Lot p1? end Lot herein
thence c:;'Qni: Chr.tht~1l :riy.? ::.J'Jl.t;.:.l'::t.....crdly Sl:":ty feot to Lot F19;
thtnce clon.~ dlvtsi;..J: Un.:; 01' i.ot f,lg LIHI Lot. 11w'cln ~.::~uthf:t..~t',.:nrdly
une hunuroa t\\ent:: feet t>.J f: :ulnt ~~l 11:.1' u%' Ll,)t f::';; t...enct) ,ertly
Alon~ Lot l:::'; rmd Lv\. f!('~l ~;ortac[;st\i(n.aly 0lxty f('ct to Lot f.l?j
thence .1un~ the dlvlololl lillo oj' Lot /;'l? r.nd Lut herein 110rthl'iestword
Ijr On(' hun.!rpd t~"f}'llty I'cl.t to C!~l1t!l'"m !lrivr- ,'r:1' t.hf! !,lr:cp. of lJc,.;;inninf;.
~ Lvt ,1'1. ;~lv,:t: ":,,, "r. :J':".:l :.J1' :'..Jt~: 1: it:. Jut hj' iIL~:il(nd ,Eutcteo
(:nd recoJrned In liecJru~I' uf :,I.:I.'\lr' ,J"fl~~. of C'''::1lJorl!mc County, Penn..
fjylvcnie 1n Plen book f..j, PU,I,(l 7'.J.
~, Inter 1'11r:, pl'rt 01' t:,(! u.rne pre:::i:;e~ ""nten Frnnctn B. J.
Er(;.ne~:'n I nd Ar.r.c r:. Brflr.t',,'I:!";, hl!.1 \',"1ft., by rr.dc-nturl.' bCl1r1w.~ c:':te the
:'t.:ot dey .;f JalJ', ~" L. li.t~~", '.J.~ .:el'uI',;ui '.'t CI:'lL:lt:' ~n th~ vf!'ice
fvl' the !1pcordln:,: u:' veeds ~:1 ~.r.(; :'01' the l'.)'mty of Cumberland., f;ti'>te
of ?ennsylvcnle, on July ~r, 19.~9, In !:eed Book :E, Vol. l,~, ;mF;8 4~
ate., frl'l1l.;d fmd c,)nv(<'IJ~: 'alto :'rt;r:cit B. J. ::r~mr..~r-n ['nd John PI_
. .---- -..,..-
~. ....::Ptt'L.I t.v f'':t'b 'n """'l"'r':",t.~ 0(' r,~,..):.t!.
Wll::ton, CO..pnrtnt>rR trtll11n~ (1n iJrnnn!~"n I"nc! \illr.Jn, 1n ro~: ~
11111111
I
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
L. _ p~~~.. P~~I or Type
Fin NUMBfR-..
2196-0374
COMMONWfAlht O' 'f~N"IWANtA
INHflnANCI 'All: I"UIH
'~11DIN' DleIDIN'
eSTATE OF
FOLLETT, MABEL V.
IAII property lolnlly.own,d with the ."ht .f Svrvlvo"hlp mutl be dllClo..d on Sch.d..vl. fl
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Personal property and household qoods - appraisal
by "Ike" Eiche1burger, licensed auctioneer
attached
2,750.00
2.
AARP Insurance Trust refund
12.25
TOTAL (Also enler on line 5. Reco
S
2,762.25
tAlIoch oddilionol 8V1" )( 11'" ,h.... if mort 'pac' ill'lud,d,)
~
Indlvlt1ui.l1 Claims
PO [lo, 20"2
ConcOJ<I. Nil OJJ02,20"2
I.UOO,25U.~\6.18
In Nuw lIolllp~h"u. call collect 226,5000
CHUBB
December 20, 1996
JANE ALEXANDER ESQ
BOX 421
DILLSBURG PA 17019
Re: Mabel V. Follett, Deceased
Dear Ms. Alexander:
We are writing after receiving notice of death. We are sorry to
learn of the death of Mrs. Follett.
A search of our records reveals that the beneficiary of Policy
#0304293126 and #0305061360 was Gerald D. Follett, Sr., husband.
As it appears that he predeceased his wife, benefits under both
these policies are payable to the next of kin, the person who
incurred final expenses or a representative of the estate in
accordance with the Facility of Payment clause of each policy.
please provide proof of the prior death of Mr. Follett.
We have enclosed a Claimant's Statement for each beneficiary to
complete. Please refer to the instructions on the reverse side of
the form. Once received by this office along with a certified COpy
(one bearing the raised, imprinted or colored seal of
certification) of Mrs. Follett's death certificate and the original
policies, if available, we will give this claim our prompt
attention. If benefits are bein~ claimed on behalf of the estate
of Mabel V. Follett, please prov~de a certified COpy of the court
order making the appointment. In that event, kindly use the
appropriate Estate Tax Identification Number on line C.3.
A search of our records confirms that neither policy #0303337811
nor 0303799191 is in force. As these policies terminated many
years ago, there are no benefits due. Please destroy any original
policy documents. We fully reserve and do not waive any and all
rights and defenses whether arising from these policies or
otherwise. While I am confident of our position, I invite you to
submit whatever additional information you might wish us to
consider.
The Chubb L1le Companies
Chubb Lifo Insuranco Company 01 Amenca . Chubb Colonial Llle Insurance Company. ChuOb SecurlllOS Corporation
Chubb Sovereign lIfo Insuranco Company
Form 0,6158 Ed 9/96
.. -~_..- . -
------ ..
.___.______~___. __ __n'___'_ __.___.__..___ --..- ._-~---_..
.. .-.-.----.-- --- ~----_._---- --.--.-----
SCHEDULE "F" I
JOINTlY-OWNED PROPERTY:
='-C,'"C--o,,='-c-fILE NUMBER'--'----'-- ,-~--
2196-0374
IIY. U0911t 1,.1)1
COMMONWlAltH Of 'lHN~'flYANI'"
INH(lI'AHCI fA. IttUIN
R(SIOlNf DICIDINt
ESTATE Of
Follett. Mabel V.
------
------
Jolnllonanl(.I'
____.___________.___.~~,--.--'--- .--.-.-----------.f--------- --
________d__N~!!IL___ ____ ,--I ,.__,___ADDRESSH -, ., ,. _1__JlJ~~TI..ON-SI:t),VO I?gmtIT--
A. Gerald D. Follett. Jr, ~ 230 poplar Road I
, Dillsburg, PA 17019 Son
B.
C.
Jolntly-ownod proporty.
2
3
I -
~EnER
fOR DATE I
BER JOINT MADE DESCRIPTION Of PROPERTY I TOTAL VALUE DECD'S OOLLAR VALUE Of
TENANT JOINT Of ASSET '!bINT. DECEDENT'S INTEREST
;... 1/26/9 Dauphin Deposit Bank 1,429.63 50% 714.82
Checking Acct. .00335851 80
. A 1/2ri/9 Dauphin ~eposit Bank .11,841.57 50'l, 5,920.79
CD#8100380472 \49,970.70
. A 1/26/9 Dauphin Deposit Bank 50% 24,985.35
Saving; ;'.cct. · 531 J6 ,.", r
I
!
I
I
I
I
-.-------- l -,-
TOTAL IAho onle' an I:ne 6. Recopi'ula'ion) 531,620.96
III more spaeo is needod inser' additional ,hevh 0' ,orne ,in}
--...----------.-..---------
---"-- .-
ITEM
NUM
T.
---------- ..---~.
D
Dauphin Deposit Bank
and Trust Company
"'AIN OFFICE 213 "'AAKET STREET. ..AAAISOUAO, PENNSYLVANIA ITIOI
117 2S~.2121
Decedent Confirmation
Name: Mabel V. Follett
Social Security No.: 165-54-8225
Date of Death (000): 04/18/96
Account ~.
8100580472
0033585180
5313600729
Type
Certificate of Deposit
------------------------ ------------------------ ------------------------
Checking
Savings
Date Opened
or Issued
------------------------ ------------------------ ------------------------
01/26/95
08/28/64
04/09/76
Date Closed
or Matured
------------------------ ------------------------ ------------------------
04/30/96 (Closed)
Date of Death
Balance $11,841.57
------------------------ ------------------------ ------------------------
$1,429.63
$49,970.70
PLUS
------------------------ ------------------------ ------------------------
Date of Death
Accrued Int. $154.85
$0.40
$62.95
Joint o,.",ers
(if any) or Gerald D. Follett, Jr. or Gerald D. Follett, Jr. or Gerald D. Follett, Jr.
------------------------ ------------------------ ------------------------
Date of Joint
o,.",ership Ot/26/95
------------------------ ------------------------ ------------------------
01/26/95
01/26/95
------------------------ ------------------------ ------------------------
-------------
------------- ------------------------ ------------------------ ------------------------
Special Comments: N/A
Additional information available at $20.00 per hour. One hour mlnimUM.
Date Prepared: May 20, 1996 Prepared by: Cheryl A. Bowers
Customer Management Information Dept. (eMI)
Telephone No. (717) 255-2054
forM 00-020-21S (REV 7/93)
Page 1 of 2
,
-hIm... I''''
I SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
~I~'"
'!:,".VJb!'
CO~MOP'iWr"'IfH Of "Hm~HV"'NI'"
lNHU""'Ncr T.... IlUUllN
_n ". ---_!!~~~~!SfDr~r =---
ESTATE Of
FOllett, Nabel V.
ITEM
NUMBER
A. Funeral Expen...:
Plea.e Print or Type
fl E NUMBER
2196-0374
DESCRIPTION
1.
Neill Funeral Home, Inc.
B. Administrative Ca.,,:
4.
C.
I.
2.
3.
4.
5.
6.
7.
8.
1.
Personal Repre.entative Com millions
Social Socurity Number of Personal Represontative:
Voar Commillians paid
2.
Attarnoy Fees Jane N. Alexander, Esquire
3. Fomily Exemption
Cloiman'
Addroll of Claimant at decedent's deoth
S'root Addrell
City
Rolationship
State
Zip Cado
Probate Feos Register of I'/ills - Grant of letters and
additional fee
MIscellaneau. Expon.o"
Cumberland Law Journal - advertising Grant of letter
The Sentinel - advertising Grant of letters
Joyce Stuckey - notary fees
Register of l~i11s - t\10 short certificates
Register of IH11s - filing inventor~' and Inheritance
ta~: return
Register of Wills - filing First and Final kCCount
Recorder of Deeds - recording award aDd decree
of distribUtion
Recorder of Deeds - recording a decree of Real Estate
TOTAL rAIIt) ont.r on line 9, Recapit,,'nlit)n)
Ilf mare .pace Is needed, In.ert additional .he." of .am. II...)
AMOUNT
3,265.00
none claimed
5,683.00
none claimed
243.00
60.00
67.37
15.00
6.00
28.00
113.00
13.00
25.00
s
9,518.37
3401 MAIIKET STlIEE'\'
CAMP 1I1L1,. l'A 17011
(717) 737.8726
JVedI
-'SOl DERRY STl\EET
IIMI\lSIlUIIG, PA 17111
(717) 564.2633
FUNElv\L nOME INC.
UFur lhe l'crfect Tribute"
I,\\IIS I'. nCI>LS, I'll. SUI'F1I\'ISOII
'~.~""
lI'i~ .~
:~\ I II..
....,~~....
semi 0 SOWl,RS. I'D. SUPERVISOR
SrEl'llI,N J WILSU,\CII.I'RESIOENT
OINISE M DEC,\R\.O. rD.
,\OV,\NCE FUNEltAL PLANNING
June 23, 1996
Gerald Follett
230 Poplar Rd.
Dillsburg, Pennsylvania 17019
Services for: Mabel V. Follett
Payment Received
$ 2,975.00
20.00
100.00
100.00
10.00
25.00
35.00
$ 3.265.00
$ 0.00
$ 3.265.00
Visitation Concluding at Graveside
Death Certificates
Honorarium
Flowers
Acknowledgement Cards (per 25)
Memorial Register
Memorial Folders (per 100)
Total Funeral Charges
Balance Due on Account (Due date: 04/22/1996)
Contract No.: 10001771 Case No.: 1352
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II:
Gorald D. Follett, Jr.
_ _'_ _....._ .._. .___ 4 .__,_ .-. -.-
, .lCcording 10 Idw, dopo.o. ...d ..y. thol ho A9m.ini~_~r~t,~!.
01 Iho E.I.to ol__~~.bc~- V ,-.f.?l:.lct:.~, ----~-------
I.to 01 LO~ler Allen Township -, Cumborl.nd Coonly. P.., d.co..od .nd Ih.I tho
'Ih" . I d b him th 'd Administrator
WI 10 IS 4" lovon ory mil 0 y ..--I 0 ItU
01 tho onlir. o.tato 01 ..id docodonl. con.isling 01 .\1 tho po"onal prop.rly .nd ro.1 od.lo, oxc.pt r..1 ..tato ouhld.
Ih. Commonwo.lth 01 Ponn.ylvoni., and th.t Iho Iiguro. oppo.it. o.ch Itom 01 tho Invonlory r.pr...nl it'. I.ir v.lu.
d' 01 th. d.lo 01 d.codont'. do.lh.
b.lng duly
s~lorn
S~lorn
.nd .ub.cribod boloro mo,
\, A-Uz(~LdL4.*(j/~--------
XR"~ . Adm.inhtlltor
GerajAD..!E.!1-ctt, Jr.
230 poplar Road"Dillsburg, PA 17019
-..-. -'-'~-".- .'- --.-.
Add,."
O.Ie 01 Oealh _----tfL--------- April
o'Y Month
1996
Vu,
[\
,I
,
\
,
INSTRUCTIONS
I. An invonlory mud b. Iilod within Ihr.o month. allor .ppoinlm.nl 01 po"on.1 ropr..ontative,
2. A .upplomonl invonlory mud bo liIod wilhin Ihirly day. 01 discovery 01 .ddition.1 ....h.
3. Addition.1 .hooh m.y b. .ttachod .. 10 po"on.lty or ro.lty
4. Soe Arlicl.IV, Fiduciarie. Act 011949.
p. QJ
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COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL
IHUIAIUNCl fAll DIVISION
DI PI. :aObO l
'lAMAISBUSlG. PA 111:a'DbOI
TAMES
NOTICE Of INIIERITANCE TAM
APPRAISEIIENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSIIENT Of TAM
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JANE M ALEXANDER
148 S BALTIMORE ST
D1LLSBURG PA
17019
r
05-12-97
FOLLETT
04-18-96
21 96-0374
CUMBERLAND
101
Allount Renit ted
c."
1*
U'.lhlll '''.11_111
MABEL
v
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iIEV:iS'4i-Eif"AFP""iiii-:9:ri-iiiiYicE--oF""iNHEiiiTAiicE-YAx-APPRiiisEifEiiT~--ALi.-OWAiicE-iiR-----m_m-----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FOLLETT MABEL V FILE NO. 21 96-0374 ACN 101 DATE 05-12-97
TAM RETURN WAS: I I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule A)
2. stock. and Bondi (Schedule OJ
3. Closely Hald Stock/P.~tn.rshlp Inter..t (Schedule CJ
4. Horta.gas/Hot.. Receivable (Schedule DJ
S. Cash/Sank Deposits/Hlsc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Tot.l Als.ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanse./Ad... Costs/Hisc. Expense. (Schedule HI
10. Debts/Hortgage Liabilities/Liens CSchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charit.ble/Governaental aequests CSchedul. J)
14. N.t Value of Eltate Subject to Tax
NOTE:
I X) CIIANGED SEE ATTACHED NOTICE
11)
12)
13)
(4)
(51
1&)
17l
19)
1101
60,900.00
37,354.52
.00
,00
2.762.25
.00
.00
(8)
9,518.37
535.70
Ill)
112)
113)
(14)
NOTE: To insure proper
credIt to your account,
s",bait the upper portJon
of this fora with your
tax paYllent.
101.016.77
TO.0~4 07
90.962.70
.00
90.962.70
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 .t Spousal rate (15)
16. Aaount of line 14 taxabl. at line.l/Class A rat. 116)
17. Allount of lIne 14 t.xabl. at Collateral/Class a rat. (17)
18. PrIncipal Tax Due
TAX CREDITS:
PAYIIENT
DATE
07-16-96
01-16-97
RECEIPT
NUIISER
AA146527
AA185081
DISCOUNT l+ I
INTEREST/PEN PAID C-)
250.80
.00
INTEREST IS CHARGED THROUGH 05-27-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
.00 X .00.
90.962.70 M.06.
.00 X .15.
I1S1
AHOUNT PAID
4.765.20
335.02
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
.00
5,457.77
.00
5.457.77
5.351.02
106.75
3.40
110.15
C If TOTAL DUE IS LESS TNAN $1. NO PAYIIENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" eCR), YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of TillS fORII fOR INSTRUCTIONS.)
.ESE..ATION, E...... 0' o',.o.n', o.lng on 0' b.,o,. O""b., I'. I.., ., I' .n. 'ulu,. In..,..t In Ih. ..,.,. I. I,.n.'""o
in Po.....la~ O~ .nJay..nt to Cle.. B (collel.rall beneficl.rl.. of the dlC.dent aft.r the explratJon 0' any ..tata for
11f. or for ya.r., the Co'.oow.8Ith hereby I.pr,.sly r...tVI, the right to apprals. and .,..., t,an".r 'nherltancl T....
at the lawful Cla'l a (collate,all rata on Bny luch future Int.,..t.
PURPOSE OF
HOHCE:
To fulfill thl r.quir...nb of Section ZIC.O 0' the Inh.r1tanu and Elta" Talll Act, Act 21 of 199~. (72 P.S.
Slction 91ftOl.
PAVItEHTI
Detach thl lop portion of this Hotle. and lub_lt with your p.y.~t to the Rag)lt., of Will, prJnted on thl t.v.r.. Ilda,
-'Maka chack Dr .onay order payebl. tal REGISTER or HILLS, AGENT
REFUND (CAl!
A r.fund of . tax cradlt, which wa. not r.qua.tad on the rax Return, .ay b. r.qu..ted by cO'Pletlng an -ApPlication
for A.fund of P.nn'Ylvanla Inherltanc. and r.tat. Tax- CAEV-1313). Application. are avallabl. at the Office
of the A.gI.t.r 01 Will., any of the Z3 A'v,nu. DI.trlct OffiCI., or by calling the 'P'clel 24-hour
an.werlng ..rvlce nu.ber. for fore, ordering: In Penn'Ylvanl. 1-800-36Z-Z050, out.lda P.nn'Ylvanla and
within local Harrl.burg ar.. (117) 787-809~, TOO. (717) 17Z-ZZ5Z CH.arlng I,palrld Only).
OBJECTIONS, An. ..,t. In In'"", not "'1,'1'0 .Ith Ih. ...'.I....nt, .llo..n,. 0' ol..llo,.n,. 0' o'Ou,'lon., 0' ........nt
of ta. (Including dl'count or Int.r..t) a. shown on thl. Notlc. .u.t Object within .Ixty (60) day. 01 r.celpt 01
this Notice by:
AOHIN
ISTRAHVE
CO..ECIIONS, r.ctu'l "'0" 01"0""0 on thl. ........nl .houlo b. .00'....0 In .,I'lng 10' .A O'."'..n' 0' ....nu.,
Bureau of Individual la..,. ATIN: Po.t A'I.....nt A'vlew Unit. D.pt. Z80601, Harrllburg, PA 171Z8'0601
Phone (717) 787-6505. S.. page 5 of the bookl.t -In.tructlon. for Inh.rltanc. Tax A.turn for a A..ld.nt
Dlc'd.nt- CAEV-1501) for an o.planatlon of ad.lnl.tratlv.ly corr.ctabl. .rror..
-.wrltt.n prot..t to the PA D.part.ent of A.v.nu., Board of Appeal., DIPt. Z810ZI, Harrl.burg, PA 171Z8-10l1, OR
".llctlon to hay. the .atlllr da'lIralned a' audit of thl account of 'hi p.rsonal repra..ntatlvI, OR
--.PPI.I to the Orphan,' Court.
,
,
DISCOUNT:
If any 'a. due I. paid within thr.. (3) calendar 'onth. after the d.c.d.nt.. d.a'h, . flv. perc.nt C5~) dl.count of
'h. t.x paid I. '1Iow'd.
~
PENALTY I
Th. 15~ t.x lan..ty non-participation p.nalty I. co'put.d on thl 'o'al of the t.. and Int.r..t a......d. and not
paid b.for, January 18, 1996, the flr.t day aft.r tha and of 'he 'Ile aana.ty parlod. This non-participation
p.n.lty t. app.atabl. In the .a.. lannar and In 'ha 'h. 'a.. tl.a p.rlod .. YOU would .ppa.1 'h. t.. and Int.r..t
th.t has b.an .'.....d a. Indlca"d on 'hi, notlc..
INTEAEST:
Int.r..t I. charg.d baglnnlng with flr.t day of dallnquancy, or nln. (9) 'onth. and on. CI) day fro. the data of
daath. '0 th. data of P'Y"nt. I.... Which b.ca.. dallnqullnt bafora Janu.ry I. 1982 baar Inter..t at the r.t. of
.1. C6~) Plrc.nt p.r annu. calculat'd at . dally rat. of .000I6~. All la... which blca.. d.llnqulnt on and aft.r
January I, 198Z will b.ar Int.r..t at a ratl which will vary fro. calandar Ylar to calandar y.ar with that rata
announced by the PA D,p.rt.,nt of A.v.nua. Th. .PPllcabla Intara.t rat., for 198Z through 1997 ara:
!2! In'ar..t Aat. Dally Intar8lt rltctor ~ Int.r.'t Alita Dally Int.....t rltctor
198Z ,,~ .0005~8 1987 .~ .000Z~7
19U 16~ .000438 1948-1991 11~ .000301
19ar. lU .000301 199Z .~ .000Z~7
1985 U:C .000356 199J-I99~ ,~ .00019Z
1986 10~ .000Z7~ 1995-1997 .~ .000Z47
-.lnt.,..t Is c.lculat.d .. follow'l
INTEREST = SALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I"u'd .ft.r thl ta. b.co.., d.llnqu.nl will rafl'ct an Int.r..t calcul.tlon 10 flft..n CIS) day.
b.yond the data of the ........nt. If P.y..nt 1. ..d. aft.~ th. Int.rl.t co.putatlon d.t. .hown on the
Notlc.. additional Int.r..t .u.t b. calculat'd.
r.
IIV~,"0"ttftl
,,~'i;~'?l\
."'~:~::~
COMMONWEALTH Of PENN~nVANIA
DEPARTMENT Of REVENUE
BUREAU 0' INDIVIDUAL TAXIS
om, 7801>01
HARRI~8URQ. PA 17178,0601
DECEOENT'~ NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
-- - ~ -------- -- .._-
filE NUM8ER Y
-.-------'---'---------- -------2I.i~ - a3?:
ACN
-------/<JI--
F
ITEM EXPLANATION OF CHANGES
NO.
1-~-3 ~~!~iI1 d~ ~/J}~~~~
~ f-< - It - ~i. "W)~ Co(A.:.4/ ~ 76 / ;St; .? /'1 7jd/<
~6.
SCHEDULE
TAX EXAMINER:Z#~-~~--,-----------..--- PAGE
PAYl'EHTl
D.tach the top portion of thl. Notlc. and .ub.lt with your pay..nt .ada payabl. to the na.. end addt...
printed on tha r.v.r.a .Ida.
If AESIDENT DECEDENT .... chick or .aney ord.r payabl. tal REGISTER OF WILLS, AGENT.
If HON-AESIDEHT DECEDENT aeka ch.ck or aon.y ord.r payabl. tal COHHONWEAl TH OF PENNSYLVANIA.
AEfUND (CA)l A r.fund of a tax cr.dlt, which wa. not r.qu..t.d on thl Tax R.turn, .ay b. r.qu..t.d by co~l.tlng an
~Appllcatlon for R.fund of penn.ylvanla Inherltanc. and E.t.t. T.x~ IREV-I111). Application. .r. avallabl. .t
the Offlc' of the Rlgl.t.r of Will., any of the 21 R'v,nu. DI.trlet Off Ie.. or fto. the D.partaant'. 24-hour
an.warlng 'Irvlc. nuabar. for fora, ord.rlng; In Penn.ylvanla 1-800-362-2050, out.ld. Penn.ylvanl.
BOd within local Harrl.burg ar.a (717) 787-8094, TOOl (717) 77Z-2ZS2 IHlarlng I~alr.d only).
REPLV Tal QuI.tlon' r.gardlng .tror. contained on thl. notlc. ,hould b. .ddr....d tal PA DIPert.ant of R.venue, Bur.au
of Individual Tex'" ATTNI Po.t A......ant R.vllw unit, D.pt. 280601, Hatrl.burg, PA 17128-0601, phone
(717) 717-6505.
DISCOllth
If anY tex due I. p.ld within thr.. (S) calendar aonth. aft.r the d.c.dent'. d.ath, . flv' p.reent 15~) dl.count
of thl tax paid I. all~d.
PENAL TV I
The 15~ t.x ..ne.ty non-participation penalty I. eoaput.d on the total of the ta. and Int.r..t .......d, and not
paid blfor. January 18, 1996, thl flr.t day aft.r the end of the t.x a.nl.ty plrlod.
INTEREST I
Int.r..t I. charged beginning with flr.t day of dlllnqulncy, or nine (9) eonth. and one (I) dey frol thl dati of
d.ath, to the date of pa~ant. TaXI' which b.ea.. d.llnquent b.for' January 1, 1982 b.ar Int.r..t at the rat. of
.Ix (6~) percent p.r annu- calculat.d at . dally rat. of .000164. All tax.. which beea.. d.llnquent on and .ft.r
January 1, 198Z will bear Int.r..t at a rat. which will vary frOl calendar y.ar to c.lendar y.ar with that rat.
ennouncld by the PA Depart..nt of R.v.nue. The appllcabla Int.r..t r.t.. for 1982 thrOUGh 1997 .r.;
V.ar Int.r..t Rat. D.lly Int.r..t Factor
V.ar
Inter..t Aat.
Dilly Int.r..t Factor
nez zax .OD0541 1917 .X .000Z47
1911 16:C .0004S1 19&8-1991 In . ODDSOl
191" I\X .00asOI 199Z 'X .00U47
1915 UX .00asS6 1991-1"" 1X .000192
I'" lax .000274 1995-1997 9X .000247
....Int.,..t II calculated II fallov.1
INTEREST = BALANCE OF TAX UNPAID X HU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
,,-Any Hotlc. I..ued .ft.r thl tax b.ca... delinquent will r.flect en Int.rl.t calcul.tlon to flftlen CIS) dlY'
bell'ond thl det. of the ........"t. If p.y..nt .. .edI after tM Inter..t c~t.tlon dlt. IhcMIn on the
Motle., eddltlonal Inta,..t .u.t be ulculltad.
/5-(tJ1 :;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
C-
BUREAU OF INOIVIDUAl TAXES
U.IEAltANCE ,ax DIVISION
DEP'. llOIlOl
HARRISBuRC, Pl 1111.-0.01
GERALD D FOLLETT JR
230 POPLAR RD
DILLSBURG PA 17019
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-04-97
FOLLETT
04-18-96
21 96-0374
CUMBERLAND
96126380
*
.".""11'''111.'11
MABEL
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
V
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTEI To Inlurl proplr crldlt to your ICCOunt. IUbMlt thl uPplr portion of thll forM with your tl. plYMlnt.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 12-09-96
PRINCIPAL TAX DUE, -
__._____n_____
\
Amount R.mltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R_EV:U;jj.nX-AFP-ni3:97Y------..ii-iNHERiTANCE-iiii-si,'ATEiiEHi-OF-;icciiiiNT--ii..---------------------
ESTATE OF FOLLETT MABEL V FILE NO. 21 96-0374 ACN 96126380 DATE 08-04-97
THIS STATEHENT IS PROVIOEO TO AOVISE OF THE CURRENT STATUS OF THE STATEO ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF All PAYHEHTS, THE CURRENT BALANCE, AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
PAYMENTS (TAX CREDITS),
AMOUNT PAID
DISCOUNT (+)
INTEREST/PEN PAID (-)
75.05
1,426.01
PAYMENT
DATE
07-16-96
RECEIPT
NUMBER
AA146527
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN II.
HO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI.
yoU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
1,501.01
1.501.06
.05CR
.00
.05CR
PAVttENTI
Detach the top pa~t1on of this HotJC8 and llA>>.1t with yotU. pllynnt _ade payable to the n... and addr...
pdntMl on the ren,... 11e1e.
If RESIDENT DECEDENT Ilak. check or 1I0nay order payable to: REGISTER OF WILLS, AGENT.
If NOH.RESIDENT DECEDENT lIake check or .onay order payable to: CO""ONWEAlTH OF PENNSYLVANIA.
REfUND (CRl: , r.fund 0' II tax credit, which Will not r.qu..t.d on the Tax A.turn, .ay b. r.que.t.d by co~l.tl"9 an
"ApPlIcatIon 'or R.,und 0' Penn'Ylvanla Inh.rltance and E.tat. Tax" (REV.ISlS). ApplIcatIon. are avaIlable at
the O'flce of the R.gIst.r of Will., any 0' the ZS A.venue Ol.trlct Offlc.. or fro. the n.oart.ent'. Z4-hour
an.warlng ..rvlca nuabar. for fora. ordering: In PennsylvanIa l-aOD.]6Z.ZDSO, out.lde PennsylvanIa
and ~Ithln local Harrl.burg ar.a (717) 787-8094, TOOl (717) 71Z.ZZSZ (Ha.rlng I~alred only).
REPLV TOI
Ou.stlon. ragardlng .rror. contained on thIs notic. .hould be addr.'.ed to: PA n.parta."t of Ravenue, Bur.ey
of Individual 'ax.., ATTH: Po.t A......."t R.view unit, D.pt. Z8060l, Harrl.burg, PA 171Za-0601, phon.
(7171 787.6505.
DISCOUNT I
If any tax due I. paid wIthIn thr.. (]) cal~ar eonth. aft.r the decadent's death, . five p.rcent (S~) dl.count
of the tax paId I. allowed.
PENAL TV:
The ISX tax eane.ty non-partIcipation penalty Is co~ted on the total of tha tax and Int.ra.t a.....ed, and not
paid bafore January 18, 1996, tha first day aftar the and of the tax eane.ty p.riOd.
INTEREST:
Int.ra.t I, charged beginning with fir.t day of dallnquency, or nine (9) eonth. and one (1) day froe the data of
death, to the data of payaant. T.xa. which bacaa. delinquent bafora January I, 198Z baar Int.ra.t at the rata of
alx (6~) parcent par annu. calculatad .t a dally rata of .000164. All tax.. whIch bee... delinquent on and a't.r
January 1, 19aZ will baar Int.r..t at a rat. which ~III vary 'roe c.lendar y.ar to calendar ya.r with that rata
~ed by the Pi Dap.rt.."t a' A.venue. The appllcabl. Intar..t retu for 19aZ thrOUgh 1997 aral
V..r Int.r..t Rata Dally Int.re.t Factor
V.ar
Inter..t Rat.
Dally Int.ra.t Fector
1982 lOX .000548 19a7 'X .ODDZ47
1981 1U .00008 19a8.1991 llX .DOOSOI
1... llX .DDOSDI 199' 'X .DDOZ47
1985 UX .000356 199].1994 n .00019Z
1... lOX .DOOZ74 1995-1997 'X .000Z47
ulntarut 11 calcul.tad .. followa:
INTEREST = BALANCE OF TAX lIHPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlcl I.~ a,t.r tha tax becoaa. delInquent will raflect an Intar..t calculation to flft-.n (15) day.
bliyond the d.t. 0' UMI ........"t. If paYMnt II a.ade aftar the Intar.at coaputaUon det. shown on the
Notlc., addlUonal Inhr..t autt bIi calculated.
PAYtEHTI
D.tach the top portion of thl. Hotlca and .ubalt with your pay.~t .ed. payable to the na.. and addra..
printed on the r.v.r.. .Ida,
11 RESIDENT DECEDENT .ab ch.ck or ~Y ordar payabla tOI REGISTER OF WILLS, AGENT.
11 NON-RESIDENT DECEDENT ..... cheek or aon.y order payabla tOI COHHONWEALTH OF PENNSYLVANIA,
REFlJ(D rCAI, A rafl.nd of a tax credit, which Will not r~.t.d on the Tax Aeturn, allY b. reque.ted by coepl.tlng en
"application for R.fl.nd of penn.ylvenla Inherltanc. and Eat.t. Tax" (REV-I]l]), Appllc.tlon. ara avallabl. at
the Off Ie. of the Ragl.tar of Will., any of tha Zl Revenu. Dlatrlct Off lea. or fro. tha D.part.ent'. Z4-hour
an.warlng ..rvlce ~r. for for. a ord.rlng: In Penn.ylvanla l-aOO-16Z-Z050, out.ld. Pann.ylvanla
and within loc.l Harrisburg araa (717) 787.a09't, TOO' (717) 17Z-2252 (H.arlng Iap.lred only),
REPLY TO, Que.tlon. ragardlng arror. contained on thl. notlc. .hould b. &ddra..ad tOI PA Departaent of Ravenue. Bur.au
of Individual Taxa., ATTNI Po.t A.....aent Ravl.w unit, D.pt. 2a0601, Hllrrl.burg, PA 1712a-0601, phone
(117) 7a7-6505.
DISCCUlT:
If any tax due I. paid within thr.. (1) c.l~r eonth. aft.r the decadent'. daath, a flva percent (5X) dl.count
of the tax paid I. .llowed,
PENALTY:
~ 15X tax aene.ty non-participation penalty I. co~t.d on the total of the tax end Intare.t ......ed, and not
paid bafor. January 18, 1996, tha flr.t day .ftar the and of tha tax aena.ty p.rlod,
INTEREST:
Intar..t I. charged baglnnlng with 'Ir.t day of d.llnquency, or nine (9) aonth. end one (I) day froe the data of
death, to the date of paysent. Tax.. which bee... dallnquent b.for. January 1, 1982 bear Int.r..t .t the rata of
.Ix (6XI percent par annue calculated at a dally rata of .000164. All ta.a. which bee... delinquent on and aftar
January 1, 19a2 will bear Int.r..t at a rata which will vary froe calendar year to calendar year with that rata
announced by the PA o.partaant 0' Revenue, The appllcabla Int.r..t rat.. for 19a2 through 1997 ar'l
Y.ar Int.rut Rat. Dally Int.r..t Factor Vallt Interut Rata Dally Inter..t Factor
19a2 'OX .000548 1987 'X .OOOZU
19U lOX . 00 0 4J3 19d-I991 IIX .000]01
19" IIX .000]01 1992 'X .000247
1985 ISX .00G356 1991-1994 n .000192
1986 lOX .000274 1995-1997 OX .000247
ulntarut II calculated a. followlI
INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-any Notlca I.sued a'ter the tax bacoaa. delinquent will ra'lact an Intara.t calculation to flfta.n (15) day.
beyond the data 0' the .........,t. 11 pawant II lade aftar the Intarut COllpUt.tlon deta shown on the
Notlca, edctltlONlI Int.rut ...t be calculatad.
/:;-/tJl - j-
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(I'''''''
*
BUREAU OF INDIVIDUAL TAXES
INHER1UH([ lAX DIVISION
MPT. 280.01
t1ARAISBURG. PI. 11lla-Dbot
GERALD D FOLLETT JR
230 POPLAR RD
DILLSBURG PA 17019
DATE
ESTATE OF
DATE OF DEATH
FILE NUH8ER
COUNTY
ACN
IIf.L..,"''',II,''1
08-04-97
FOLLETT
04-18-96
21 96-0374
CUHBERLAND
96126378
HABEL
V
Allount R."ltt.d
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account, sub..it the uppar portion of this for_ with your tax pay..ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEY:ir.-o-j-EX-AFP-ni3':m--_m-...--iNHERiT"ANCE"-iilif-s;,'ATEH'EHi-ilTiI'i:"ciiuiif--ii..m----m-m-m-n
ESTATE OF FOLLETT MABEL V FILE No.21 96-0374 ACN 96126378 DATE 08-04-97
THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF All PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 12-09-96
PRINCIPAL TAX DUE,
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
07-16-96
RECEIPT
NUMBER
AA146527
DISCOUNT (+)
INTEREST/PEN PAID (-)
17.99
..-....
359.89
AMOUNT PAID
341. 90
TOTAL TAX CREDIT
BALANCE OF TAX DUE
359.89
.00
.00
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN 11.
HO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI.
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
.00
PAVltENTI
aetach the top portion 0' this Notice and subelt with your p.y.."t .ade Ply.bla to thl na.. and addr."
printed on the reverse slda.
If RESIDENT DECEDENT lak. chick or .on.y ordar p.yabla tal REGISTER OF WILLS, AGENT.
If NOH-RfSIDENT DECEDENT .... ch.ck or lon.y order payabl. tal COHHOHWEALTH OF PENNSYLVANIA.
REfUND (tA), A r.'und 0' . t.. cr.dlt, which .... not r.qu.stad on the T.. R.turn, ..y b. r.qu.st.d bv co.pl.tlng an
-Application for A.'und 0' PennsYlvania I~rltance and E.tat. T..- (AEV-I]ll). Application. ar. av.llable at
the D'flce 0' the Rlgl.t.r of Will., any 0' the Zl RIVlnul District D"lc.s or fro. the n.Plrtaant's Z4-hour
an.warlng 'Irvlc. ~r, for for., ord.rlngl In Penn,vlvanl. l-aOO-36Z-Z050, out'ld. Penn,vlvanla
and within loc.l Harrisburg ar.a (717) 787-a094, TOD' (17) nz-zz.sz (H..rlng 1~.I"'d only).
REPLY TO~ Qua.tlon. reg.rdlng .rror, contained on thl. notlcl .hould b. .ddr....d tal PA n.p.rt.."t 0' Rlvanua, Bur.au
0' Individual T...., ATTH~ po.t A.......nt Aavlaw unit, nlpt. Za0601, Harrisburg, PA 171Z8-0601, phone
(717) 717-6505.
nISCDUNT~
If any tax due Is p.ld within thr.. (1) calandar lIOI1thl aft.r thl decadent', death, a flv. parcent (5:U dhcount
0' thl t.. paid II .llowed.
PENAL TV~
The 15% t.. aana.ty non-participation panaltv II co~t.d on the total 0' thl t.. and Int.r..t ......ed, and not
paid ba'or. JBnUlry II, 1"6, the first day aft.r the and of tha ta. .an..ty p.rlod.
INTERtSTI
Intlrllt Is charged baGlmlng with flnt day 0' d.lInquency, or nine (,) lIOI1th. and OM (1) d.y 'rOl thl data a'
d.ath, to thl d.t. of pav.ent. T.... which b.c". delinquent b.'or. January I, 191Z b..r Int.r..t .t the r.t. of
.Ix (6%) parcent par annua calculated at a dally rat. of .000164. All ta... which beea.. d.llnquent on and a,t.r
January I, 1,IZ will ba.r Int.r..t at a ratl which will v.ry froe calandar y.a,. to calandar y.ar with that r.te
ennauncad by the PA o.partaant 0' A.v~. The appllcabl. Int.r..t r.tl. 'or 1'12 through 1997 .r.1
Vaar Int.r..t A.t. Dally Int.,...t Factor
Vaar
Intlrllt R.t.
Dally Int.r..t Factor
1'12 ZOX .000541 1911 9X .ooazu
I'll 16X .0004S1 1918-1991 IIX .unO!
1'84 IIX . unO! 1'9Z 'X .ouzu
1915 13X . UDl56 1991-1994 n .oaal9Z
.... lOX .aoaZ7" 1995-1991 9X .oaOZ47
."Int.,...t h calcul.t.d II 'allow..
INTEREST ~ BALANCE OF TAX UNPAID X HUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlce htuad aft.r thl tllJl: becOM' d.lInquent will r.llact an Intlrllt calculation to ,1ft.." CIS) d.y.
bayond the data 0' the ......-.nt. I' p.,.ant I. .Ida aft.,. the int.r..t coaputatlon data shown an the
Notlce, additional Int.rllt -..tt ba calculatMl.
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COMMONW(ALTtl or P[NNSYlVMJIA
OlPAlHMtrH or Rtvnmt
BUREAU OF INDIVIDUAL TAXES
OtrT 2tl0601
ttMmISUURG. PA 17121:1-0fiOl
~. ~ ~.9..
f'~~,
...~~ .
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. AA211688
mVllh7111.{1l'J61
RECEIVED FROM:
r:
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
JANE M ALEXANDER ESO.
_10.95
W+-
148 5 BALTIMORE STREET
DILLSBURG, PA 17019
HltOIJ[..F
fOlOlj[~[ -..
ESTATE INFORMATION:
FilE NUMBER
--2.L=-19-'lb=o037_4---SSlIL16S=05-4=D225
NAME OF DECEDENT (LAST) (FIRST) ---(~
_EOUZTJ-MABF"I V
DATE OF PAYMENT
R/?R1I997
POSTMARK DATE
--aJ20- II 997
COUNTY
TOTAL AMOUNT PAID
$6.95
_CUtlBERUlNn
DATE OF DEATH
/'}" (' /) SK
RECEIVED BY >%Z ',;?j(lW/.d ~t/
r1ARY C. . WI 5 / 4Ij:u:4t/ ~
REGISTER OF WILLS ~
REMARKS JANE M ALEXANDER ESO.
SEAlCHECKtI 7324
. - -_.. ._- -- ----;-;------;-- '"T"""
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~~
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BUREAU OF INDIVIDUAL TAXES
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
.:;..
Dear Register 01 Wills:
Enclased you wiIIlind: Ocheck(s) Odocumenls(s) which were received by the Department 01 Revenue in error.
ThBse may be processed according 10 normal procedures.
REMINDER: The POST MARK DATE on envelopB attached 10 any checks enclosed musl appear on your
OHicio\ Receipt.
Thank you.
Sincerely,
John Murphy, Chiel
Inheritance Tax Division
(717) 787.6201
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BUREAU OF INDIVIDUAL TAXES
INHERlfANCE fAX DIVISION
DEPT. Za060I
HARRISBURG, .A 17Iza"0601
COMMONWEAL TH OF PENNS':: "lI'A
DEPARTMENT OF REVEillJE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~(L
'*
II'.III'U'" CII.."
JANE M ALEXANDER
148 S 3ALTIMORE ST
DILLS~URG PA 17019
DATE
ESTATf. 'IF
DATE OF DEi.TH
FILE NUMBER
COUNTY
ACN
MABEL
08-04-97
rOLLfTT
04-18-96
21 96-037(:
CUMBERLAND
101
A"ount R."lU.d
It. . 'i ;,
MAKE CHECK PA1ABLE AND REMIT PAYMENT 10:
REGISTER OF WILLS
CUMBERLAND CO C~URT HOUSE
CARLISLE, PA 11013
HOTE: To insure Pf'op.r cr.dJt to your .ccount, sub.1lJt the l'f.P"'" portion of thi~. forll with your t.x p.YII.nt.
P.!J_!_~~.!I_'!~_!_'i!~__~!~!:.______!':"____!l"~!~~_tU!l~~~ _ _p.~~:r_~~~ _ Y~~__~~~!l.._~~P_l!.~~S ~
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. J.N~nY , S11I" .:10 H~iSIn~H to, .1q8Ud J.pJO AMJOtI JO 1I3e1.1:1 .... 1N30],30 1H301$3t1 n
'.Pt. ..J.^.J .~l uo pe,UtJd
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
c
r~~~
~~~
BUREAU OF INDIVIDUAL TAXES
INllERItANeE UIl DIVISION
DEPT. :80601
IlARRISBURC. PA ll1za-Ob01
1...ltUf.II.1....11
JANE M ALEXANDER
148 S BALTIMORE ST
DILLSBURG PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-15-97
FOLLETT
04-18-96
21 96-0374
CUMBERLAtlD
101
MABEL
V
17019
i-
AnDunt R.,.U hd
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WiLLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insu~. proper credit to your account, submit the upper portion of this form with your t.K paynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:i60-j-EX--AFji-foi-:97i-------...--iNHiERir-ANCE--iAx--sriifEHE-Ni-CiF-AC-ciiuN-T--.-..---------------------
ESTATE OF FOLLETT MA8EL V FILE No.21 96-0374 ACN 101 DATE 09-15-97
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND, IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-05-97
PRINCIPAL TAX DUE, 5,457.77
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+1 AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-16-96 AA146527 255.81 4,860.34
01-16-97 AA185081 .00 335.02
08-20-97 AA211688 .35- 6.95
TOTAL TAX CREDIT
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II.
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS.
TOTAL DUE
5.457.77
.00
.00
.00
BALANCE OF TAX DUE
INTEREST AND PEN.
PAYHENTI
D.t..h th. t.p ..rll.n ., thl. H.'I.. .nd .vb.lt _llh y.vr ..y..n' ..d. ..y'bl. ,. th. n... and .ddr...
printed on the revers. tide.
If RESIDENT DECEDE,.'...... check or _oney ordlr pa~able to: REGISTER OF WIllS, AGENT.
. " J
If NON-RESIDENT DECEDENT lake chick or 10nly order payable to, COttl10NWEAL TH OF PENNSYlVANIA,
REfUHD (CRI, , rlfund .f . tl. .r'dlt, _hl.h w.. n.t r'ov",.d .n th. f.. R.tvrn, '.y b. r'ov,.,.d by ....I..ln. .n
"'..Il..U.n f.r R.fund .f P.nnSYIv,nl. Inh.rlt.... .nd E.,.t. h." (REV.13Ul. '..Il..U.n. Ira ,v.U.bl. .t
Ih. Dill.. .f .h. R..I".r .f WUIs, .ny .f 'ho '3 R"'nva DIstrl.. Offl... .r fr.. th. D...r'..nt.. '..h.vr
Inswerlng 'ervlc. nulb.r, for forls ord.rlng: In P.nnlYlvanla 1-aOOe~6l-2a50, outsld. P.nnsvl,..enla
and within locel Herrlsburg ar.e (717) 787'8094, TOOl (717) 77Zel252 (Hearlng rlPelr.d only).
RE.,. TO, Du..tl.n. r...rdln. .rr.r. ..nl.ln.d .n thl. n.,I.. .h.vld b. .ddr....d t., ., D...rt..n. .f R.v.nv.. Bvr..v
., Indlvldv.l h..., '''H. P." .......... R.vl._ Unit. D.... ,eo'.I, H.rrhbvr., P. l7lze....I. .h.n.
(717) 737-6505.
DISCOUNT I
If Iny t.. duo I. ..Id within Ihr.. (31 ..l'ndor '.nth. .fhr th. d...d.n.'. d".h. I flv. ..run. (m dh.ount
0' the te. peld I, ellow'd.
PENAlrY:
Th. 15~ t.. .....ty n.n..,rtlcl...I.n ..n.1Iy I. ....vl.d .n .h. '.'.1 .f Ih. I.. .nd In'.r..t I......d. .nd n..
Paid bl'or. January la, 1996, the first day aftlr thl Ind of the tax a.n..ty Plrlod.
INTEREST,
In.,,..t h ch.r..d b'.lnnln. with firs. d., .f d.l1n....n.y. .r nln. (91 ..n'h. .nd .n. (II d.y fr.. .h. d.t. .f
d..,h. .. th. d.,. .f .IY..nt. T.... _hl.h b..... d.ll'ov.nt b.f.r. J.nvory I. I'ez b..r Inl.rut .t Ih. r.t..f
.1. ('~I ..rc.n. ..r Innv. ..I.vl.t.d "' . d,lly r... of ....1... '11 .,... _hl.h b..... d.llnov.nt .n .nd .ft.r
J.nv.ry I, I'B' _III b'"r lnt.r..t .t . rlt. whl.h will v.ry fro. .Il.nd.r y..r to ..I.nd.r y..r _Ith Ih.. r.t.
announcld by the PA Olpart.lnt 0' Alvlnu.. Thl applicable Int.r.st ratls 'or 1982 through 1997 Ire:
....ar Inter..t Ratl Dally Inter..t Factor
"'"r
Inter.st Ratl
Dally Interlst Factor
1911 lOX .aDOS48 1987 .~ . DOOlft7
191] 16X .000438 1988-1991 llX .000101
198ft llX .000101 1991 .~ .00Ol47
1985 In .000356 1991-1994 7~ .000192
1986 loX .000214 1995-1991 .~ .000l47
--Inter.st I, celcul.ted .. 'OllOWII
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
'.'ny Hatl.. I..v.d Ift.r 'h. t.. b..a... d.lln....nl _III r,'I.., In In'.r." ..I.vl..I.n to flft'.n (151 d.y.
b.,.nd 'h. d.t. of th. ........n.. If ."'.n' I. '.d. .'t.r Ih. Inl.r... .a..vl.tlan d... .hawn .n th.
Nottce, eddlUona. lnter... ""It be calculahd.
v
"
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l}~
.~~
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::-
PRINCIPAL RECEWTS
The Accountant charges themselves with the following:
Personal property as set forth in the Inventory
filed in the Register of Wills Office of Cumberland County.
Pennsylvania on January 16. 1997 confirmed by
Pennsylvania Department of Revenue
$132.637.73
Less: Schedule F _ Jointly owned property in possession of joint
owned (l/2taxable portion $31.620.96)
$31.620.96
$101,016.77
TOTAL PRINCIPAL RECEIPTS
fRINCIPAL DlSBlJRSl".MENTS
And ask credit for the following disbursements:
$243.00
Register of Wills - grant of letter
Register of Wills - 2 Short certificate
60.00
Cumberland LaW Journal - advertising grant of letters
THE SENTINEL - advertising grant of letters
7 ,010.97
Register of Wills, Agent - Inheritance tax
Register of Wills - filing Inventory and appraisal
3,265.00
Neill Funeral Home, Inc. - Funeral expenses
Bell Atlantic - debt of decedent
cowley Medical Associates. PC - expense of last illness
Dick Hampton - Real estate appraisal fee
Little "Ike" Eichelberger - appraisals fee of personal property
6.00
67.37
28.00
36.66
52.65
100.00
25.00
lNCOMEJllSBllRSEMENfS
Internal Revenue Service - 1996 Income tax
$3.36\.79
Samuel D. Thuma - 1996 tax preparation fee
50.00
Department of Revenue - 1996 Fiduciary income H1X
4.54
Department of Revenue - 1996 income tax
23.00
TOTAL INCOME DISBURSEMENTS
$3,439.33
TOTAL INCOME AVAILABLE FOR DISTRIBUTION
($2,495.18)
RECAPITULATION
Total Principal Receipts
Total Principal Disbursements
Total Principal Available for Distribution
$101,016.77
17.719.33
$83.297.44
Total Income Receipts
Total Income Disbursements
Total Income Available for Distribution
$944.15
$3,439.33
($2,495.18)
$80.802.26
COMBINED BALANCE A V AILABLE FOR DISTRIBUTION
DISTRIBUTION PRIOR TO FINAL ACCOllNTING
Gerald D. Follen. Jr.:
Personal property and household goods
Cash distribution
$2.750.00
$14.910.00
TOTAL DISTRIBUTION TO DATE OF ACCOUNTING
$17.660.00
BALANCE AVAILABLE FOR DISTRIBUTION
Held as follows:
Dauphin Deposit Bank
Real estate
$63.142.26
$2.242.26
$60.900.00
I'ltOOF OF I'IJIII.IC,\TION OF NOTICE
IN CllI\1BEI~LAN() LA W .JOlJI~NAL
(Under Act No. 51\7. approvedl\'lay \('. IlJ29).I'.1..17X.!
STATE OF I'ENNSYLVANIA :
5S.
COUNTY OF CUMBEI~LAN() :
Roger M. l\Iorgellthlll. Esquire. Editor of the Cumherland Law Journal. of the County
ami State afnresaid. being duly SWOI11. ,Iccording to law. deposes ,md says that the Cumberland
Law Journal. a legal periodical puhlished in the Borough of Carlisle in the County and State
aforesaid. was established January 2. 1952. and designated hy the local courts as the ofticial
legal periodical for the publication of all legal notices. and has. since January 2. 1952. been
regularly issued weekly in the said County. and that the printed notice or publication allached
hereto is exactly the same as was printed in the regular editions and issues of the said
Cumberland Law Journal on the following dates.
viz:
MAY 17.24.31. I'll)(,
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal. a legal periodical of gencml circulation. U11d that he is not interested in the subject
malleI' of the aforesaid notice nr advcl1iscment. and that all allegations in the foregoing
~ ~ -
statemenL~ as to time. place and character of publication are true.
(?;;/'" .,.',
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Roger M. Morgenthal. Editor
Follett. Mlbel V.. dcc'd.
L.nt~ of l.o",~r Allen Tml,71!'ih11'.
Admlnlstmlor: Gl'rnld D. F'oth'll.
Jr.. 230 Poplar !load. DlIIsbllr~.
PA 17019.
Attomt")': Jane M. A]r-xlUult"r, &"'"
quire.
SWORN TO AND SUBSCRIBED beflll'e me this
11 day of MAY .19'16
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Nowry .
NOT AIlIlol SEAl
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~TATE OF
EL V. FOLLETT
, ate of Lower Allen Township
County of Cumberland, Penna.
eceased
:
IN THE COURT OF COMMON PLEA
OF CUMBERLAND COUNTY, PENNA
ORPHANS' COURT DIVISION
~J-(((.,~37,/
:
:
:
ORDER AND DECREE A"r:),ING REAL ESTATE
AND NOW, TO WIT, this ~ day of January. 1998, upon
cotion of Jane M. Alexander, Esquire. Attorney for Gerald D.
(Ollett, Jr.. Administrator of the Estate of MABEL V. FOLLETT, in
r~n~ideration of the Adjudication in the foregoing Estate entered
n~s~ on November 25, 1997 and recorded in Orphan's Court Docket
File No. 2196-0374 and in accordance with Sections 3534-36 of
the P-E-F Code, it is hereby ORDERED AND DECREED that there be
awarded and there is hereby awarded unto the said Gerald D.
Follett. Jr., the following tract of real estate owned by the
deceased at the time of her death:
ALL THAT CERTAIN lot or piece of ground with the buildings
and improvements thereon erected, SITUATE in the Township of
Lower Allen, County of cumberland and State of Pennsylvania,
bounded and described as follows:
BEGINNING at a point on the southeast side of chatham Drive
(fifty feet wide) at the division line of Lot #17 and Lot herein;
thence along Chatham Drive Southwestwardly Sixty feet to Lot #19;
thence along division line of Lot #19 and Lot herein
Southeastwardly One hundred twenty feet to a point in line of Lot
#24; thence partly along Lot #24 and Lot #25 Northeastwardly
Sixty feet to Lot #17; thence along the division line of Lot #17
and Lot herein Northwestwardly One hundred twenty feet to Chatham
Drive and the place of BEGINNING.
..
.
BEING Lot #18, Block "B" on Plan of Lots laid out by
ighland Estates and recorded in Recorder of Deeds' Office of
~umberland County, Pennsylvania in Plan Book #4, Page 79. It
eing known and numbered as 1935 Chatham Drive.
IT BEING the same premises which Francis B.J. Branagan and
ohn F. Wilson, co-partners trading as Branagan & Wilson, by
their deed dated, February 23, 1950, and recorded in the Office
f the Recorder of Deeds of Cumberland County, Pennsylvania in
eed Book 14S, Page 352, granted and conveyed unto Gerald D.
Follett and Mabel V. Follet. The said Gerald D. Follett having
ied October 27, 1994. Letters of Administration having been
granted May 7, 1996 unto Gerald D. Follett, Jr., Administrator of
the Estate.
AND that the said Gerald D. Follett, Jr., Administrator of
the Estate of MABEL V. FOLLETT, be and is hereby directed to
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deliver possession of the said real estate unto Gerald D.
Follett, Jr., it appearing that no claimants or other
distributees in the Estate of the said MABEL V. FOLLETT will be
prejudiced thereby.
E
I HEREBY CERTIFY that the address 0
is: 230 Poplar Road, Dil1sburg, Pennsylvania 17019.
MAIL TO: JANE M. ALEXANDER
148 South Baltimore Street
Dillsburg, PA 17019
"",._.~,.,. ,
,---
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P.J.
,
-
.
OMMONWEALTH OF PENNSYLVANIA
OUNTY OF CUMBERLAND
Recorded in the Office for Recording Deeds in the County of
umberland, Commonwealth of Pennsylvania, on the , of
, 1998, in Deed Book
, Page
WITNESS my hand and seal of Office.
Recorder
ELYSE E ROGERS
3401 N FRONT ST
PO BOX 5950
HBG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,.*
t.........-'
.
/.f /1)/' G
BUREAU or INDIVIDUAL TAXES
IHtICRI UHC[ TAX DIVISION
DtPI. 0'80bOl
HARRlS!UNG, VA 11lla-ObOl
."."1111 ". III.UI
07-15-1998
STUMPF
04-16-1996
21 96-0375
CUMBERLAND
201
REBECCA
A
AMount H..Hied
PA 1711 0
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTE: To insure propar credit to your account, sub..it the upper portion of thls for~ with your tax pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
REV:483-EiCAFP--fiij:.-97r----ii.-Noficnjj:--liETERHiNATIOH-;.Nli-;.ssEssHEili----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF STUMPF
REBECCA
A FILE NO.21 96-0375
ACN 201
DATE 07-15-1998
ESTATE TAX DETERMINATION
.00
1. Credit For Stete Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
5.352.58
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
5.352.58
.00
5. Pennsylvania Estate Tax Due
TAX CREDITS:
PAYMENT
DATF.
RECEIPT
NUMBER
DISCOUNT c+)
INTEREST/PEN PAID C-)
AMOUNT PAID
~l .
If -
'D
-.
-0
-,
,-
,-
.~ ~l: G'> ~;J
a: r.) c.;
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
_IF PAID AFTER THIS DATE. SEE REVERSE SIDE IIF TOTAL DUE IS lESS THAN $1. NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.'
P\JIlPOS[or
NOTICE:
10 fu1fUl the r.qult...nh of Section ZI~S IbJ of the Inh.rltenc:. and hlate hi_ Act, Act 21 of 1995.
(72 P.S. Section 91~S).
PA\1E"Hf:
o.tach the top portion of this Hotlce and .~It with your pa~."t to the Ragls'er of Wills printed on the
t.v.ru .Ide.
-. ".... check or .oney order payable to: REGISTER OF MILLS, AGENT.
~D(CR):
A r.fund of II taM credit aay be r.que.tad by c~pl.tlng an -ApplIcation for Refund of Pennsylvania
InherItance and E,t.ta Ta.- (REY-Ill]). Applications at. avallabl. at the Office of the Ragl.tar of Wills,
any of the Z3 Revenue District Office. Dr fr~ the napart..ntos Z~.hour answering ..rvlc. nuab.rs for for.. ordering:
In Pennsylvania 1-800-362-Z050, outside Pennsylvania and within loca. Harrisburg at.. (717) 787-8094,
TODI (717) 77Z-Z252 (H..tlng ]~.Jr.d Only).
OBJECTIONS: Any party In Int.r..t not .atl.fl.d with the a.......nt of ta. a. .hown on thl. notica .ay obj.ct within
.I.ty (60) day. of r.c.lpt of this Notice by:
--written prot..t to the PA D.part..nt of R.venue, Board of App.al., Dept. Z810ZI, HarriSburg, PA 17IZ8-IOZI, OR
--electing to have the .atter d.ter.ln.d .t audit of the per'onal r.pr...nt.tlv., OR
--appeal to the Orphans' Court.
ADHIH-
ISTRATlYE
CORRECTIONS:
F.ctual error. dl.cov.r.d on this ..s.....nt should be address.d In writing to: PA D.part.ent of R.venue,
Bureau of Individual Ta..s, ATTN: po.t As......nt R.vlew unit. Dept. 280601. flarrl.bura. PA 17IZ8-0601.
Phone (717) 787-6505. See peg. 5 of the bookl.t "In.tructlon. for Inheritance 1.. Return far. R..ldent
Decedent" (REV-ISOI) far an ..planatlon of ad.lnlstratlvelY corr.ct.bl. errors.
PENAL TV:
The IS~ t.. aene.ty non-participation p.nalty Is co.puted on the total of the t.. end Int.r..t ....ss.d. and not
p.ld before January 18. 1996. the first d.y .fter the end of the t.. ..ne.ty periOd. Thl. nan-p.rtlclpatlon
penalty I. app.alable In the .... .annar and In the the .... tl.. period .. YOU would .ppeal the ta. and Int.r..t
that has been als....d a. Indicated on this notlca.
I MTEREST I
For data. of d.ath on or aftar 10-3-91, Pennsylvania Eltate Ta. based on the F.d.ral Eltat. Ta.
return becoe.. dellnquant .t the e.plr.tlon of nino (09) eonths froe the date of d.ath.
For date. of death prior to 10-3-91, P.nn,ylvanl. E.tat. To. bas.d on the Fad.r.l E.t.t. T.. r.turn
bRcoe.. dellnqu.nt at the e.plratlon of alght.en (181 eonths fro. the date of death.
Ta... vhlch beca.e d.ll~nt before January I. 198Z bear Int.r..t at the r.t. of ,I. (6%) perc.nt per ennue
calculated at . dally r.te of .OOOI6~. All t.... which b.c... delinquent on or aft.r January I. 198Z will bear
Inter.st at a rate which will v.ry froe cal.ndar year to calendar y..r with that r.te announC.d by the PA
Dep.rt.ant of Rev.nue. The .ppllc.bl. Inter..t rate. for 1982 throu;h 1998 are I
V..r Int.rest Rat. Dally Int.r.st F.ctor Vellr Int.rast Rote Dally Int.r.st rector
198Z ZO:C .000S~8 1987 .. .OUZO
1983 lOX .000438 1988-1991 llX .000301
10.. llX .00llSOI 1992 OX .00DZ47
1985 I'X .000lS6 1993-1994 7X .000192
1986 lOX .000274 1995-1998 OX .OD0247
'-Interult I. calculat.d e. follows:
INTEREST = BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlce i.sued .fter tho te. b.ca... delinquent viii reflect an Intere.t calculation to flftoen 1151 day.
beyond the date of the as.ess..nt. If paveent Is ..de .ft.r the Int.rost coeputatlon date shawn on the
Hotlce. additional Intor..t .u.t bo calculated.