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96-318 HEPFORD
SWARlZ [6
MORGAN
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MARY C LEWIS REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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Oath of Personal Representative
CommonwG.1lth of Ponnaylvanla
County 01 Cumberland
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Tho PolltJonof(S) abovo.nal1lod swoa,{s) Of allum(s) lhl11lho stalOll'lOllts in1ho forogolng Patillo" BID tlUO
and conoello tho bast 011110 knowtodgo and bohol 01 PotlllOnm(s) and Ihat, as poroonol roprosontnllyo(a) 01
tho Oocodont, Potitlonor(s) WIll well and truly odmll1l9tor 1ho Qstnlo occOJdmg 10 low,
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Sworn to or attinnod and subsCllbod
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bolora mo thiS~ day 01
MAY 19 ~ .-; 1l:a ,r/.a"... .. . '
7/P.1L7r (!. ~ :;r~~ l~~:.&/J, (ft tfti-
U MARY C. LEWIS
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No,
21 - 96 - 410
Estala 01 J oyee B, Weaver Docoasod
SocIal Security No: 201-16-1028 Dalo01 Doath: 05/03/96
AND NOW.
MAY 22.
. 19~, In consldoration
01 the Petition on the rovOlSO side heroon, .atislactory proal having boon prosentod boloro mo,
IT IS DECREED that Lett... [!] Testamentary 0 01 Administration
(c,I.a.; d,b,n,c,t,a.; pondonto 1110; duranto absentia; duranto mlnort1alo)
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are horeby grantod to
Katharine M, Ueic
In tho abovo ostate and that tho Instrumanl(s) datod
07/29/93
described In the Petition be admlttod to probato and mod 01 rocord as tho last Will of Docodonl.
~ ek?,n~' '''' am R't. fJrg
Roglster 01 Wills
FEES
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Letters, , ,
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Short CenlfiCalo(s), . , , ,
$
15.00
Ronundatkln. , , $
Affidavits ( ~.. $
Extra pagos ( 3 ). $
Codicil, , " . , , $
JCP Foo, , " , , , $
Inventory, , , $
Other , . , , $
Attorney:
James G, Mor~an, Jr,
I,D, No:
06897
9.00
5.00
111 N, Front Street
P,O, Box 889
Harrisbur~, PA 17108-0889
Telephone: 717 /234-4121
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Address:
TOTAL.. .. .. .., $ n9. 00
Pr.par.d byth. Penn.yll/an.. Bu Anno.11o" Copyfl;hllcl '998 tOf'" tallow.,e nnly CPSYlt.ml,lnc.
Mailed letters and order to attorney on 5-23-96.
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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CERTIFICATION OF NOTICE UNOER RULE 5.61al
Name of Decedent.
JOYCE B. WEAVER
Date of Death.
MAY 3. 1996
Will No,
Admin. No.
1996-00410
To the Register,
I certify that notice of beneficial interest required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of
the above-captioned estate on Mav 24. 1996
Name
Address
Katharine M. Ucic
1029 Kathrvn Avenue, Dauphin. PA 17018
Reba F. Minsker
1019 Kathrvn Avenue. Dauphin, PA 17018
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except none
Date:
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Name James G. Moraan. Jr.
Address 111 N, Front st., P.O. Box 889
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Telephone 1 7171
234-4121
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capacity,
Personal Representative
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counsel for Personal Representative
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Register of Wills of
Gl1M'II-:ilI.t\NIl
County, Pennsylvania
INVENTORY
Estato 01 .Iovcp H. \o.'l'ilVP r
No 1~/)("OOldO
Olso known 09
0.1001000'" 05/03/1 ~96
,Oocoosod SOCI.I SOCUIIly No, 201- 16 - 1028
Katharine H, Uclc,
Personal RcprosonIDtIVQ(S) at tho abovo Estato. decoased. YCllly Ihat rho lIoms appoaring In tho tallowmg Inventory Includo all 01 rho
porsonal assots WhOfOVor situate and all at tho foal oslalo in tho Commonwoallh 01 Pennsylvania 01 said Decodont, ll1allho valuation
placed OppOSltO oach 110m of said Inventory represents lis fall value DS 011110 dale ollho Decedent's doath, and thai Oocodonl owned
no ronl estato outsldo 01 Iho Convnonwoallh 01 Panm.ylvanla Olcccpt that which appeals In a mcmarandU'11 n: lho and ollhis
Inventory. I !We VOrlty that Iho statemonts made in Ihl5 Inventory arc Iruo and corrcel. I/We undorstand Ihal lalso slotomonts hOlOln
010 mado subjocl to Iho ponaltlos 01 18 PLI. C.S. Seeha" 4904 rcloll"g 10 unsworn lalslhcLlhon to 8ulhollllos.
POIsonal AcprosontBlJlJO
Nama 01
Allornev: J urnes G, Horgan, J r,
S'gnoloro: 1r:f~i!.u." I~j-<---
Katharine H, Uclc
I,D, No,: 06897
Signaturo:
Address:
111 N, FRONT STREET
Address: 1029 Kathryn Avenue
HARRISBURG, PA 17108-0889
Dauphin, PA 17018
Telephone: 717 /234 - 4121
Telephono: 717/921,2638
Dalod:
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Dcscription
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Value
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(See continuation pagels) attached)
(Attach addllionol sheots Ilncco5smy)
Tolal
85,254,76
NOTE: The Memorandum 01 roal ostalo oulslde tho Cornmol1wOOlllh 01 Pcrumylvama may. althe elcclron 01 tho personal fcprosentallve.
IIlcludo the valuo 01 oach 1I00n, but such IIqurc5 should nOl bo oxtonded IlIto Iho lolal ollho Invontory
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Mary C, Lewis, Register Ill' Wills
Cumherland County Courthouse
I Courthouse Slluare
Carlisle, PA 17013
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RE: ESTATE OF .lOYCE n, WEAVER. DECEASED
NO, 19%-110410
21-%-114 )()
Dear Ms. Lewis:
I am enclosing the Pennsylvania Inheritance Tax return, which is in triplicate,
and the Inventory, which is is duplicate. for the ahllve-referenced estate, I have
also enclosed a check made payahle to the" Register of Wills, Agent" in the
amount of S 1,022,H6 representing the halance of inheritance owing along with a
check made payahle tllthe "Register of Wills" in the amount of $37,00
representing the filing fee for the inheritance tax return and Inventory,
Please file the tax return and inventllry and r.:turn a copy of each marked filed
tome in the enclllsed, self-addressed stamped enveloJ1C'
Thank you for your allentilln in this mailer. Should you have any questions,
please do not hesitate to cllntactour Ilffice,
Very Iruly YllurS,
IIEPFORD. SWARTZ & MORGAN
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Enclosures
Stephanie L. Gaffey, Paralegal
to James (j, Mllrgan, Jr.
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12 Si.111I1l M,\IS ~IRlU
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11,0. Box No';]
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
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C P AU CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD OE DIRECTED TO:
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whlchprrp,lI" h,.."nYllnulIIltll!{lg...
<j'ONATURE OF PER':;O~ RESPON!jlnl[ FOR FIl(~G H[TUH~ Kil thn r i 11<' N. Uc i c
1019 K,1thrVII AV(,IlllC'
0:,,; 'i,'j',;: 'E\" 'I'icii if""""""""'"."""""
IIEI'FORIl, SWARTZ & MORGAN
1]/ N, FRONT STREET
i';\RR ii;litiiii;':' i'X" i iftiil',jiliilii""""""'""..,
[JAl[
/t! I.J.,)~ ft/(
DAlE
I~' 13 \1 l('
"
Furm 500 lA, ,l~Ij"1
tWMlIrn
Act 1148 of 1994 provides for the reducllon of the tax rates Imposed on the net value of transfers to or for
the use of the spouse, The rates as prescribed by the statute will be:
-3% (.03) will be applicable for estates of decedents dying on or a<<er 7/1194 and before 1/1196
-2% (,02) will be applicable for estates of decedents dying on or o<<er 1/1/96 and before 1/1/97
-1% (.01) will be applicable for estates of decedents dying on or a<<er 1/1197 and before 1/1/98
-Spousal transfers occurring on or a<<er 1/1198 will be exempt from Inherllance tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS,
YES NO
1. Did decedent mako a lIansfOf and:
a. retain tho use or i"como ot Iho property transferred, .
......... .
x
.......,. .
x
b. retain tho lighllo doslgnate who shall use Iho plOpOlty translcrrod or 115 incomo.
x
c. rotain a reversionary mlmost; or
x
d. roceivo lho promlso lor hlo ot mlhor paymenls. benchts or caro? .
2. It death occurred on or before December 12. 1982. did decodent WIthin two years prCCOdlOg death
uansfor proporty WIthout rocoiving adequate considcratlon11t death occultod allor December 12.
1982. djd decodent transtel property withIn ono Voar ot death wilhoul rocClvlng adequatD
consideration? . . . .
x
x
3. Old decodenl own an 'in trust lor' bank Qecounl at hiS or her death?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
FilII" 1500 IR!v.1-941
CIlflyflghtltl19Q4 tnfm ~1l1t"'M""nl., r:r5.,.~1..m~. tnr.
"rVa UIII (l. (U-II!l1
CO......O~WLAl1~"" 1" """VI VA"'A
INIt _,mAN L fA.IUlul N
" !lImN u[Crf)rNI
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Joyce 8, Weaver S5n 201,16,1028 05/03/1996 21.96.0410
(Property lolnlly-owned wtth Right 01 Survl.orahlp must be disclosed on Schedule F) All rut estate ahould be reported etlalr market .alue
which la denned II the price al which property would be exchanged between a wtlllng buyer and a willing aeller, nellher being compelled to
b or ..II, both ha.ln reaaonable knowte e ollhe rele.anllacta,
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
25,000,00
Real Estate situate at 218 and 220
Cumberland County, PennsylvanIa
State Street - West Falrvlew,
TOTAL (Also onter on line 1. Recapitulation)
(II moro spaco Is nceded, Inscl1 addlhonal sheots 01 somo sizo.)
COP'r"QhtjCI1994 form anllw"'"llnly CP5Yllpm.. tnc.
S 25,000,00
fnrm 1500 Schedule A tRev. 12all!!l)
\
"'.......-,,-,.~','
A, Settlement Statement
,
US Oepollmont of Hou~ng
Dnd lhbnn Cuvo1opmonl
~
,r
OMO No 2502,0265
Conv. Unins. o. F II. Numh"
1. lOin NUII1!1I'
n. Monglllllnlullnu Ca.. Numb"
c. Non: Thll form II furnllhed to give you 0 \totement of oCluallettlement COlts, Amounts paid 10 ond by the 1000lemenlagent are
shown. Items marked U(p.o.c.)" were paid outside tho closing; they orc lhown here for Information purposes and are not
Includad In the tOtOll,
F, N.ml Ind Add"" 01 Lind.,
David Dodd
E. Nlm. Ind Addl," at Sail.,
Estate of Joyce n. Weilvcr
PNC l\,nk
D. Nlm. ,nd Addr... of Ba"ow"
Q. Prop,rty Laullon
218-220 State Road
West Fairview, PA 17025
J. Summory 01 Borrowor'. Tren.actlon
100, Gran Amount Due From Borrower
101, Contract oolel price
102. Personol property'
103, SOttlement chorgel to borrower (line 14(0)
104. t 2
10S.
Adjultmonll for ltoml pold by oollar In odvance
106. CItY/town taxel to
107, County taxel to
lOa Allellments to
109, Schoo 9 23 96 to 6 30 97
110. Sewer Trash 9 23 to 9 30 96
111,
112.
,,.
. . r .
120, Grall Amount Due From,Borrowor'
200. Amounll lid By or In Blhall of Borrower
201, Depollt or earnast monay
202. Principal amo nt of'naw'loa (I)'
203. Exlltlng loan(s) IIIken I,ubject '0 ,"
204,
205,
206.
207,
20a "
209,
Adjultmanll for ltom. unpold by oollar
210, CItY/town toXOI to
211. County taxel to
212. Assellments to
213,
214.
216.
216.
217.
21a
219,
22b. Totol Paid By/For Borrowar
300. Cllh At Slstllmlnt FromfTo Borrowar
301, Groll Amount due Irom borrower (,00120)
302. .L.elllmounts paid by/lor borro.ver (Iilll 2201 (
303, Calh
Iiil From
o To Borrower
Previous Edlllon Is Obsoleto
GrlK Uk" a..nu Fc:nN. h:.
""" No, 2:lB410702)
,
H. Slttl.mlnt Aglnt
1 Dethlefs Fsouire
PI.CI 01 S,"I.mtnt
I. S.nl.mlnt 0'11
Law Offices of Darrell Dethlefs
9/23/96
K, Summary 01 Sollor'. Tranlactlon
400, Grall Amount Due To Seller
401, Contractlalel price
402. Personal property
403,
404, Rent 8 29 96 to 923 96
405,
Adjullmentl for Itoml paid by IOlIer In advanco
405, City/town taxel to
407, County taxes to
40a AlIOllmenll 10
436.16 409, Sc 00 to
6.00 410, Sewer Tras to
411.
412.
21. 67
26,475.63 420, Grall Amount Due To Soller
600, Roductlonsln Amount Duo To Soller
601. Excess depollt (see Instructlonl)
602, Sottlement chargel to leller (line 1400)
603, Exllling 10an(l) taken lubject to
604, Payoff of lirst mortgage loan
605, Payoff ollecond mortgage loan
506.
607.
508,
509,
25,527.13
2 460.00
Ad Ullmontl for Itoml un aid b IOlIor
610, City/town laxel to
611, Counl taxel to
612. Allellmenll 10
613,
614,
515,
516.
617,
518,
619,
21 ,000.00 620, Totai Roductlon Amount Duo Soller
600, Cash At Soulomont To/From Soller
26,475.63 601. Grollomount duo to Seller lIIne 4201
21 ,0 I 602. LOll reduclionl in amt. due leller (line 620)
2,460.00
5,475.63 603, Ca.h
[] To
o From Seller
23,067.13
HUO,' IJOGI
RESPA, HB 4305.2
To~c:..G-'M\L-..a--.r-tc.
'''.-.fy\.<<lO-l:u.oIOIl,~W~H..tQ
,
L, 5.III.m.nl Charo.. .
700, Tol.1 5.1../Orok.r'l Commllllon b..od on prle. 5
Divilion 01 Commillion (lino 700) .. follow!:
701. 5 '.750,00 to .Jilek G'llH}!l<'11
702. 5 to
703, Commillion p.id .1 SOllloment
704,
800, Il.ml P.y.bl. In Conn.ctlon With Lo.n
801, Lo.n 0,1 in.tlon Fee %
802, Loan Dilcounl %
803, Apprai..1 Fee to
804, Credil Report to
805, Lender's Inspeclion Fee
806, Morlgage Insurance Application Fee 10
807, Assumption Fee
808, SerVl.ce Fee
809,
810,
811. F cert. Fee 0
900. Iloms Required Oy Linder To 01 P.id In Advlnce
901, Inleresl from 10 @S
902. Morlgage Insurance Premium for
903, Hazard Insurance Premium for
904,
905,
1000. R.."v.. D.pollled Wl,h Lind"
1001. Hazard Insurence
1002. Mortgage Insurence
1003, CilY property laxes
1004, Counly property ..xes
1005, Annual assessments
1006,
1007,
100a
1100, Tltll Ch.ro..
1101. S811lemenl pr clollng fee 10
1102. AbstracI or II de search 10
1103, Tille examlnallon 10
1104, Tille Insurence binder' , 10
1105, Documenl preparallon 85.00 10 Hepford Swartz & Mer an
1106, NOlary fees 10
1107. Attorney's fees '~:1 :00 10 He ford Swartz & Mer an
(Includes above items numbers: '
1108, Title Insurance 375.00 10 Securit Title Guarantee Co
(Includes above Ilems numbers:
1109, Lender's coverage
1110, Owner's coverage
1111.
1112.
1113,
1200, Gov"nmlnl Racordlng and Transfer Chlrg..
1201, Recording fees: Deed S 23.50 ; Morlgage S 31. 50
1202. CitY/counlY lax/slamps: Deed S 250.00 ; Mortgage S
1203, Slale lax/stamps: Daad S ; Mort a e S 250.00
1204,
1205.
1300, Addlllonal 5attlamenl Charges
1301,Surve 10
'302. Pesllnspecllon 10
1303,
1304,
1305,
@
%"
Paid From
Oarrower's
Funds al
Sutthmumt
Paid From
Suller's
Funds at
SuttluI11CJl1
-r,i50.00
NA
/day
monlhs 10
years to
years to
monlhs @ S
monHIS @ S
months @ S
monlh. @ S
monlhs @ S
monlhs @ S
monlh, Ii' S
monlhs @ S
pcr month
par monlh
par monlh
par month
per monlh
per monlh
per monlh
per monlh
"
85.00
125.00
375.00
S 20 000.00
S
; Releases S
55.00
250.00
250.00
1400. Total Stttlemont Chargo1 (entor on lines 103, Soctlon J and 502, Section Kl
, 948.50
2,460.00
th HUD.1 Settlement Statoment and iO tho best of my kno....1odgo and boliol, it is a truo and accurate slatemenl 01 all roceipls and
account or by mo In this tram;acti:;):'l. Ilunher certify that I have roccivod a copy 01 HUO.' Scnlemenl Stalement.
-:KMi"A.o'''' J;., l;"u' ~""I1A'n4
Borrowers Sellers
t1emont Statement which I ha.....e propared is a truo and accurato account 01 thIS transaction. I ha.....e caused or win cause the funds to bo
ordance with this r.latoment.
q- )$- it
Dale
Se~e onl A enl
WARNINQIIl Is a crime 10 knowingly mako falso sUlloments to tho United Sb:os on this or any other similar form. Ponaltios upon conviction can Includo a
fine or imprisorvnonL FOl dolail.....: Till. 18 U,5, Cod. Sec1ion 1001 and Section 1010,
R(V - t!lO] [l . 14.~nl
CO""OaW'" HI or P'""",Vl v...,.
INti HilANcr TAl nllullN
It !lIDENI l)[C[[J[NT
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
2\-96-0410
ESTATE OF
Joyce B, Weave r
SSff 20\.16.1028
05/03/ \lJY6
mus' be disclosed on Schedule F,)
VALUE AT DATE
OF DEATH
1.443,75
DESCRIPTION
$0 U,S, Savings Bonds, (, $25,00 Series E, 31, $50,00
Series E and 1 $75,00 Series E bonds; Joint between
Charles E, Weaver and .Joyce B, Weaver, Charles
(husband) died February 5, 1995 predeceasing decedcnt
11.349,36
Accrued interest on item 1 to date of death
TOTAL (Also enter on lIno 2. Recapitulation)
(II maio space IS nceded. Insclt addItional sheets at samo size.)
Cllpy"ght tel '994 tlllm snlt*"'" nnl... CP~,.,.If'm~. lot:
$ 12,793,11
Fl1lm 1500 Schlldlll" B (Rll....4-!61
nfv- l!llla [I. . (/-"'1
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please PUIlI Uf T 0
FILE NUMBER
21 ,<j(, ,(]/I III
COV."-'ONWIj\l HI (11 1'1 "'N"""I VANIA
INII[lU,A",Cl '^I.IH tUI N
n(slOlNl OI..UH NT
ESTATE OF
Joyce B, Weaver
55/1 201,1(.,10211
0',/01/1'1%
must be disclosed on Schedule F)
VALUE AT DATE
OF DEATH
7,1,31..1,7
DESCRIPTION
Dauphin D.'posit llllnk ' C,'rt!ficat" of Il,'posit /lIIJlI0020'l31; OP"IW
8/11/95
19,85
Accrtwd interest 011 i telll 1 to datl' 01 dl'alh
2
Dauphin Deposit llank ' CertHlcate of Ileposit ,,1I14010'lt,87; Opene
1/16/96
10,000,00
147,82
Accrued int.'rest on item 2 to date of death
3,762,17
3
Dauphin Deposit llank ' Checking Account 1100891 73t,73; Opened
8/28/611; Joint with Charles E, Weaver, husband (predeceased
2/5/95)
1.23
6,000,00
1.77
2,001.59
0,59
1,002,08
0.33
1,000,00
0,34
5,000,00
1. 57
1,000,00
0,30
1. 000,00
0,29
5,570,00
1,161. 56
$ 45,105,96
Accrued interest on item 3 to date of death
4 Harris Savings Bank ' Certificate of Deposit 1109-29-099332
Accrued interest on item 4 to date of death
5 Harris Savings llank ' Certificate of Deposit ,,09,29-099336
Accrued interest on item 5 to date of death
6 Harris Savings Bank' Certificate of Deposit 1109-29,103446
Accrued interest on item 6 to date of death
7 Harris Savings Bank - Certificate of Deposit /109-29,103490
Accrued interest on item 7 to date of death
8 Harris Savings llank - Certificate of Deposit ,,09-30-134964
Accrued interest on item 8 to date of death
9 Harris Savings Bank' Certificate of Deposit 1109,30,1119506
Accrued intl'n'st on It,'m 9 to dat.' of death
10 Harris 5aviltp,s Bank, C,'rtiflcate of Deposit /10'1,58,172293
Accrul'd intl'rl'st on Jtl'm 10 to datl' of dl'ath
II Kinkora I'ythlan Nursill/. Homl' ' refund for overpayment of home
Total of Continuation Sclwdule(s)
TOTAL (Al!io cnter 011 hno 5, Roell Itulal1on)
(Allach additional 0 1/2~ Ie 11<> sheel5lt mOlD spaco IS needed.)
Cnp,/",uM 1t11~q. Ill'"' ~"Il"'J'" I1nly C''';y"l~rl~, ""
fnlm 1500 St~u'd~l.. E IA!!'v, 2-31)
.
~\]y 21, 1996
Ilcpfonl, ~z & ~brtJan
111 North Fralt Street
P.O. Ilax 889
H3rrisbJrg, PA 17108-0889
c:....
lDHARRIS"
Ii) SAVINGS BANK
Harris Sa\'ill':s OIK~rali(JlIs Center
li:l:. North 121h Slrcel
l.ell"'I'lIe, I'clIlISl'll'allia 17tH:1
717/7:l\,HIll
717/7:lI,OH:.!l Fax
The
infor=ation which you rec;ueste:! C:l the accol::lt(s) o!' JajCfJ B. ~ver
EState So::~al SCCll::.ty f. 201-16-1028
is as fo11o:ls:
Accoa:t Nu=ber(s)
C13ss or Acco~t
Da'::e O,?!ned
Princ~p:U. Bl!.1al:ce
Ac:rued In~e~es~
Sa.la:1ce at '
ll.1.te of Death
Accol:llt
Ow:1ership
Name cr Joint
Owner. if any
Date o.."Ilership
was Established
Additional In!or-
I:Iation requested
09-29-099332 09-29-099336
18 Mt:hs. Cert, 18 Mt:hs. Cert.
5-1-87 5-4-87
$6,000.00 $2,001.59
1.77 .... .59",
6,001,77 2,002.18
Irrlividual Irrlividual
Year to date interest:
$103.87 $34.65
09-29-103446
18 Mt:hs. Cert,
8-4-87
$1,002.08
.33 -
1,002.41
Irrlividual
$20.47
B::>c4Jrre inlividual M1en Charles E. ~ver p.1Ssed al<.\1Y 2-5-96.
Please rove the Executor of this EState sign the cnelose:l W-9 foon and
return it to on in the ~~. Katharine U:ic also nca:ls to sign
a foon certifyirq her sOcial sc::urity nlITi:J2r. 'll\1nk yoo.
,
ACCOUNT NUMBER(S) 09-29-103490 09-30-134964 09-30-149506
18 MUl!l. Ollt, 18 MUm Ollt. 18 MUl.'l, Ollt.
CLASS OF ACCOUNT
8-31-87 1-3-89 7-15-89
DATE OPENED
$1,000.00 $5,000.00 $1,000.00
PRINCIPAL BALANCE
.34 1.57 ...... ,30..-
ACCRUED INTEREST
1,00.34 5.001.57 1,000.30
BALANCE AT
DATE OF DEATH
In:lividual Irrli vidual In:lividual
ACCOUNT O\;NERSHIP
Year to data intorcst:
NAME OF JOINT $20.92 $96,44 $18.66
OWNER (if any) IiXarrC individual ..hen (firles E. l'otUvcr (USscd <hIaY 2-5-95.
DATE OWNERSHIP
ESTABLISHED
ACCOUNT NUMBER(S) 09-58-172293 09-58-176711 09-00024399
18 Mths. om:. 18 Mths, ~. 0lec:ki.r'3
CLASS OF ACCOUNT
5-12-90 5-30-90 12-4-95
DATE OPENED
$1,000,00 $1,000,00 $6,195.20
PRINCIPAL BALANCE
.29 .28 2.97
ACCRUED INTEREST
1,000.29 1,000.28 6,197.17
BALANCE AT
DATE OF DEATH In:lividual Joint Joint
IiXarrC individual ..nen
ACCOUNT OWNERSHIP Curles E. I'mvcr p1SSCd
<M1Y 2-5-96. Katharine U::ic K1tharinc Ucic
NAME OF JOINT Year to data interest:
OWNER (if any) 17.32 $17.31 $30.77
5-30-90 12-4-95
DATE OWNERSHIP
ESTABLISHED
ACCOUNT NUMBER(S) 09-60-002469
SlvinJG
CLASS OF ACCOUNT
12-4-95
DATE OPENED
$9,395.00
PRINCIPAL BALANCE
1.70
ACCRUED INTEREST
9,396,70
BALANCE AT
DATE OF DEATH Joint
ACCOUNT OWNERSHIP
Kal:h1rine Ucic
NJlME OF JOINT
OWNER (if any) 12-4-95
DATE OWNERSHIP
ESTABLISHED Year to date 1J1tcrcst:
107.27
ACCOUNT NUMBER(S)
CLASS OF ACCOUNT
DATE OPENED
PRINCIPAL BALANCE
ACCRUED INTEREST
BALANCE AT
DATE OF DEATH
ACCOUNT OWNERSHIP
NAME OF JOINT
OWNER (if any)
DATE OWNERSHIP
ESTABLISHED
H[I/- t~II'J[l. (1/-11111
CO....MOP-lW[AllH ur P[P1N'iYI VANIA
tNlftRITANLI. IAllullHIN
n[';I[l[NT O[([llu..r
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21,9(,,01110
RELATIONSHIP TO DECEDENT
Sister- in-Law
ITEM lETTER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % I NT, DECEDENT INTEREST
TENANT JOINT
1 A 05/30/90 lIarris Savings llank , 1,000,28 50,00% 500,14
Certificate of Deposit
=09, 58,176 711; Joint with
Katharine Ucic; Ownership
established 5/30/90
TOTAL (AI~o unlet on 11110 G. Rccapllulaholl) 500, 14
ESTATE OF
Jove!> B. W('tlv!>1"
55/1 20I,]("IOlH
O',/O'J/I'J%
Jolnllenan~.):
A,
NAME
Katharilw M, Ucic
ADDRESS
10l'l Ka l hryn Av<'nll"
lJallphin, P,\ I/tllH
B,
C,
JolnUy-owned property:
(II mOJO !ipaCO J!IIlCcdod. Hl!;cr111ddlllonal ~ihl'cl:l 01 sanlU 5110.)
CUPYllgllllcl t9!l&'u'm .loulh'JI~"nly CI'~y~l..m:.. tot.
fmm 1500 ~"h..(I..I.. F l~"~. l<,-eel
REv. l!Jlll[). . l/-fll)
COMMO~W[Alltl OJ 1'[Nf'oj'i'iIVAf'oj'A
INIt flllANC[ TAI:'1f lUllN
n 51[}lNl O[Cllll NT
SCHEDULE G
TRANSFERS
Ploaso Punt 0' T 0
FILE NUMBER
21,9(,,0/.10
ESTATl: OF
Jo ce ll, We.1VeL' SS/I 201,1(" \028 0'> 03 11)9(,
THIS SCHEDULE MUST BE COMPlETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER IndudfOfI.)m" 'II lh.. ll.ln~f.",I'. lh"., EXCLUSION OF ASSET %oINT. DECEDENT INTEREST
rt'I.1!Hm5h,niU""tl"ll'nt.lhh'lIltl.1n)'p,.
1 Ifllrris Snvines llnnk , 3,000,00 (,,197,17 3,197.17
Checking Account
"09-00024399; Joint with
KlIthllrine Uc!c; Own('rship
estnblished 12/1,/95
2 Hnrris Savines 8nnk - 9,3%,70 9,396,70
Savings Account
"09-60-002/,69 ; Joint with
Katharine Uc!c; Ownership
established 12/11/95
TOTAL (Also enter on Ilno 7. RccapIlulallon) 12,593,87
(II InOlO spaco IS "coded. insort addlllonnlshCCls 01 same SI20.)
CnpVIIghf(tI1994'lIIrn loUllofloo.1'fOlIhl... cP'}ntl'm).lnr.
Flllm 1500 Sthl!'dulfO G lRI'II.1-1l11
(OMMO~WIAllllm 1'1~~'-,'t'IVMiIA
INti I\IIANCl 'All IIl1lJlH'I
A '.iIDlNlOrUOHlT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or T 0
FILE NUMBER
21.9(,,01,\0
n(V.I!.11 [.I.. 1""8)
ESTATE OF
Jo Cl' II.
ITEM
NUMBER
A,
B,
C.
W('{lv(~r
55.. 201,1f"lOn
O~ OJ \'.JI)(,
DESCRIPTION
AMOUNT
Funeral E.penses:
!'r<-' pa I d
0,00
1,
AdmlntstraUve Costs:
POIsonal Representatlvo Cornnllssloll5
Social SecUrity Number 01 Personal Rvprosontalivo
Year COmmissions paid
2.
4,500,00
Attorney Fees
HE!'FORD, SWARTZ b MORGAN
3.
FOrT1lly Exomption
ClaImant
Addross 01 Claimant at decedent's death
Stroot Address
City
Slate
Zip Coda
Rolatlonstup
4,
229,00
Probate Fcos
Rl'glstl'r of Wills
1
Miscellaneous Expenses:
photocopll's
9,00
4,80
2,85
2,10
2,25
6.00
6,50
13,00
210,00
2,811.22
$ 7,796,72
2 photocopll's
3 photocopll's
4 photocopll's
5 photocopll's
6 Death Certificates, for Charll's W"avl'r, husband
7 facs Imlle
8 facs 11011"
9 Hepford, Swartz &. Hoq~an . De(>d Pr<>par.1tion ((ll' and attC>lId<lIlC(> at
Total of Continuation 5chl'dul<'(s)
TOTAL (A150 enter on hno 9, RecapitulatIon)
(If more space Is needed. Insert additional sheets of same sIze.)
CUPYIIQhllcl t994 hllm ~ull"'.ll" ,,"Iy r.P'iy~'..m), Inl.
Fnrm 1500sch..dul.. H1R...... '-UI
~~~80000u11l1l1)' ~~, 1'l'l)1EGMIGMMI~78'l)
"
ACKNOWLEI)(;~tEr<;T
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
/! \ J
and 'V~lpj, IJ, \\lll~hl/' f.
We, JOYCE B. WEAVER,UI'>>UIlI Q, ltj':"
the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and thoU she had signed willingly and that she
executed it as her free and voluntary act for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the hest of
hislher knowledge the Testatrix was at that time eighteen years of age or older. of sound mind and under
no constraint or undue influence,
O~fr-l ..1 Ct/~~
1/'yc B, WCll\'cr
~
Witness
~/~//~/~
Wun : .
Subscribed, sworn to and acknojvledged{'refore me by JoYCer.B. Wca~cr, Testatrix, and
subscribed and t~orn,to before me by UlrwJ G. MiffS lmd l~fh I-j, W(fj~)Jr, ,
witnesses, this L q-!l\ day of July, 1993, ' '
LAlL cf!. Yftc Y6-
NotatIaI Seal
Glnat.t~
=~E>f*8S0ec.~
Notary Public
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D NO, AA
1'46579 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
dub
RECEIVED FROM:
&
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
IIV.U62 I. """
101
$11,000.00
MORGAN JAMES G JR
111 N FRONT ST
POBOX BBq
HARRISBURG, PA 17108-0BOq
ESTATE INFORMATION:
~ FilE NUMBER
~ 21-1QQ6-0410
I:t NAME OF DECEDENT (lAST)
I;iI WEAVER JOYCE B
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN 201-16-1028
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
fa TOTAL AMOUNT PAID
SII,OOO.OO
CW
REMARKS
KATHERINE MUCIC
C/O JAMES G MORGAN JR
CHECKlI 16
flEGISTEH OF WIl.LS
, .
. ' 1/
'J !;', I 'I""
RECEIVED BY .' "/i'" ~ ,-, /J t.1t..,('" . r'J/(..
. ~GN"U'E . r.'
,I " . "'J,;.j ,
MARY C. LEW IS \ f; " ,;
REGISTER OF WILLS [
SEAL
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o NO. AA
146884 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
ACN
ASSESSMENT P:'I
CONTROL IiII
NUMBER
AMOUNT
1IV.lIlJllll....'
.&
RECEIVED FROM:
i
JAMI::S G. /-ORGAN, ESQUIRE
III I
"1,Occ.l:lb
PO BOX B89
HAfIA I SBURG. PA
J7JOO-0889
'040 Hill
ESTATE INFORMATION:
~ FilE NUMBER
g 21-1996-0410
Et NAME OF DECEDENT IIAST)
~ WEAVER ,JOYCE B
m DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN 201-16-1028
IFIRST) IMI)
CUMBERLAND
DATE OF DEATH
REMARKS
fa TOTAL AMOUNT PAID
$1,(lee.Db
CW
KATHARINE MUCIC
C/O JMIES G MORGAN ESQUIRE
CHECK II 20
SEAL
t" i ,
'I '
, 1_, ,
I il.ll/ ..'
I SIGNATURE
':/ '-', .',:/
RECEIVED BY
REGISTER OF WILLS
MAflV C. LEWIS
REGISTER OF WILLS
..---
-. --._Jl""- ,~..'V .'1:.
I::t It'y,-;'?
BUREAU OF INDIVIDUAL TAXES
IHIILAITAHC[ IoU OIVIOj,ION
DEPI. :aobol
tlARRISBuRC, '" 11Ila-abot
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
01-20-97
WEAVER
05-03-96
21 96-0410
CUM8ERLAND
101
"
l,
~~~,
8
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifili:iS4'niCAFP-iri:9&Y-NoYicE--oTYNHEii'iiANCE-YAx-APPRAiSEHENT-;-ALt'oiiANCE-OJi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOYCE 8 FILE NO. 21 96-0410 ACN 101
NOTICE OF INHERITAHCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWAHCE
OF DEDUCTIONS AHD ASSESSHENT OF TAX
JAMES G MORGAN JR
HEPFORD ETAL
III tl FRONT ST
H8G
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
U,.,hl U IIf 111."1
JOYCE
r---- Amount RaMi t ted
~~.~"-""-.=_""'_,_.:-...+.:-~ -o'~ ,,_~.:;.;.~.,...--=,,-----=4
,
If an assessment was issued previously, lines 14. IS and~or 16. 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Llne 14
1&. Anount of Line 14
17. Anount of Llne 14
18. P~lnclp.l T.. Due
PA 17108
ESTATE OF WEAVER
TAX RETURH WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Red Est.t. (Schedule A) (l)
2. stocks and Bonds CSchedule 8) (2)
3. Closely Held stock/Partnership Interest ISchedule C) (3J
4. Harts.ges/Note. Racelvable 'Schedule DJ (4'
5. Cash/Bank Deposlts/Hlsc. Personal Property (Schedule EJ (5)
b. Jointly Owned Property (Schedule F) 1&)
7. Transfers (Schadule G) 17)
8. Totel Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expanses/Ada. Costs/Hisc. Expense. ISchedule H) 19'
10. Debts/Hortgage Liabilities/Liens ISchedule 1) (101
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests (Schedule JJ
14. Net Value of Est.te Subject to Tax
NOTE:
at Spousal rate
taxable at Lineal/Class A rate
taxable at Collateral/Class B rate
1151
1101
1171
TAX CREDITS:
PAYHEHT
DATE
07-31-96
10-25-96
RECEIPT
HUHBER
AAI46579
AA146884
DISCOUNT I')
INTEREST (,)
578,95
,00
CHANGED
25,000,00
12,793,\1
.00
,00
45,105,96
500,14
12.593,87
IB)
7.796,72
4,184.32
(111
112)
113)
tl4)
.00 X ,00=
.00 X ,06=
84,012,04 X ,15=
IlBI
AHOUHT PAID
\1.000,00
1,022,86
TOTAL TAX CREDIT ;
,BALANCE OF TAX DUEl
i INTEREST AND PEN. I
TOTAL DUE
I
PAYMENT TO:
DATE
01-20-97
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIOH OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIOHS,)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forn with your
t.x pay"ent.
95.993.08
11 ,981 04
84.012,04
,00
84.012.04
,00
,00
12,601,81
12,601,81
12.601.81
,00
,00
,00
,~
11~. ~ '
n!
(,;
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'If? Jnll 17 1\11 :1\7
Clf;,
Cur:~
~I\
PA
RESERVAliON: [state. of decadant. dying on or bafor. Dec..bar 12. 1~82 -- If any future inter..t In the .,tat. Is Ira"sf.rred
In pOlse.llon or anjoy..nt to Cia.. B (collnta,a11 ban.flclart.. of the dacadant aflnr the .~plratlon of any ..tat. for
llf. or for y..r., the Co..onw.8Ith hereby ..pr.ssIY t...tvo. the right to appraise and ...... transf.r Inharltanca ,....
at the lawful Cia.. B (colla'.rall rata on any such future inter..t.
PURPOSE or
HOTlCE I
To fulfill the requlr...nts of Saction 2140 of the Inharltenu and Estat. ta. Act, Act 12 of 11)'1l. IZ P.S.
Saction 2140.
PAYMENT:
Detach the top portion of this Hotle. and lubalt with your pay..nt to the Ragllt.r of will. printed on the rlvarsl .Idl.
--Hakl chiCk or .oney ordlr payabll to: REGISTER OF MILLS, AGENT
All paY.lnt. rlcelved ,hall flr.t bl applied to any Int.re.t which .ay be dul with any rl.alndlr appll.d to thl ta.,
REFUND ICR,:
A r.fund of . taw crldlt, which was not rlquelted on thl taw Return, .ay bl rlqul.ted by cOlplltlng an "Application
for RI'und of Plnn.ylvanla Inheritance and Eltate taw" IR[V-IJI3), Application. are available at thl OffiCI
0' the Rlgl.ter of will.. any of thl 23 Rlv.nue DI.trlct Office., or by calling thl splclal Z~-hour
anlwlrlng .ervlcl nu.ber. for for.. ordlrlng: In Plnn.ylvanla I-BOO-162-20~0. out.ldl P.nnlylvanla and
within local Harrl.burg area (711) 7B1'B09~, 1DOI (117' 172-22SZ (Hlarlng I.palred Onlyl.
OaJECtIONS:
Any party In Interlst not satl.fled with the appral....nt. allowancl or dl.allowancl of dlductlons, or al,I.,elnt
of tall I Including discount or Intlrut) al shown on this Notice lIlU,t Object within shty 160) day. of receipt of
this Notlcl by:
'-wrltten protist to the PA nepart.lnt of Revenue, Board of ApPlal., Olpt. 2BI021, Harrisburg. PA 11128-1021, OR
--lllctlon to havI thl .att.r dltereined at audit of the account of the plrsonal rIPrel.ntatlve. OR
.'applal to the Orphan.' Court.
ADHIN
IStRAlIVE
CORRECtiONS:
Factual error. dl.covlred on thl. as.e....nt .hould bl addre..ed In writing tot PA D.part.ent of Rlvlnul.
aureau 0' Individual tun, AttN: Po.t Aluu.ent RIVIIll" Unit. a.pt. ~BD6Ql, Ilarrhburg, PA 17128'0601
Phonl (711) 187-6S05. See page S of the bookl.t "In.tructlonl for Inh.rltanc. tall Rlturn for a R.lldlnt
Oecldlnt" IR[V-ISOI) for an e.planatlon of ad.lnl.tratlveIY corrlctable Irror.,
DISCOUHT:
If any tall dul Is paid within three 11' calendar .onth. ~fter thl dec.dent's dlath, a five plrcent IS~' dl.count of
thl tall paid I. allowed.
PENal TV:
thl IS~ tall aenl.ty non-participation plnalty I. coeputld on the total of thl ta. and Interest alllllld, and not
paid blfore January la, 1996. thl flr.t day after t~1 end of the tall aenllty periOd. this non-participation
penalty I. applalable In thl sael .anner and in the the .a.e tl.1 periOd as you would applal thl ta. and Intlrl.t
that has blln al.lsSld as Indicated on thll notlcl.
INtERESt:
tnt.re.t II chargad b.glnnlng with first day of dlllnqu.ncy, or nln. (9) .onths and one III day fro. thl date of
death, to thl dati of paY'lnt. 1all's which beca.. d.llnquent before January I, 1982 bear Interelt at thl rat. of
.1. t6~' perc.nt p.r nnnul calculated at a dally r8ta of .00DI6~. All ta.es which beca.. dellnquant on and aftar
JanuRry I, 1952 .,111 b.ar Int.rest nt R rntl which will vRry fro. ealendar yaar to calendar year wlth that ratl
announced by the PA Dapart..nt of Revenue. 'h. APplicable int.rest ratls for 1952 through 1991 arl:
'!!!! Interest RRt. DailY Intarlst fnctor ~ Int.rest RRte Dlllly Int.rost factor
1982 2n .ODOS45 1951 "' .0002'"
1983 Ib:< .000"38 1988-1991 11:< .000301
198" IIX .000301 11J92 9% .00Q:~7
1985 tJ~ .0003S6 1'J"3-191J~ 1'1. .000192
1986 lOX .OOOU" 19'J1i-1991 IJX .000241
--Intorut Is calculated .. follow':
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-'Any Hoticl Issuld aftor the ta. bICO.IS dollnquont will reflect nn int.rlst calculation to fiftoen tiS) dayl
bayond th. date of th. a".s...nt. If pay..nt Is .ade aft.r the intlrest co.putatlon date ,hown on the
Notice, Additional lnt.r.st ~ust b. calculat.d.