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Home My WebLink About96-00418 ~ . - :)-. \ ~ ~ \ . O. '.- .. z ..... o CD .... o .... tn LLI 4 "..1'''t PETITION FOR I)ROUATE and GRANT 01<' LETTERS c?l-QIo-4/CZ Estate of HlIll1ailll' E. I't'rr ill also known as No, To: Regisler of Wills for the . Dt'Ct,'U1C!d. County or CIIllIh,' r I ;lIld in the Social Security No, I 7 K-I 0-0 ',10 COInmonweallh of Pennsylvania The petition of the undersigned respectfnlly represems Ih,lI: Your pelilioner(~}, who is/ar~'IH years of :lge or older:ln Ihe exeCllI r I" in the last will of the anll\'e decedenl, daled I h ',', "'Iii.. r II Bnd>..'O<iicil()j.'<dzrcdx .---. named ,19~ (\tate rclc\"ant CHCllII1\lanL'C\, c.~, n::nuncl3tilln, death of (,,(cular, etc.) Deeendent was domiciled at death in CIIIlIIH'rLlIld County, Pennsylvania, with h ,'r last family or principal residence al 11111 ~It. ,\ I kn Il r I V". Townsh I I' 01 Upper '\llen (li,1 'Ucel. number and mund('lalil)') ,19 <Jb Decendent then KO years of age, died }Iav 7 m M"Hslall Villa"" Except as follows, deccdent did not marry, was not divorced and did not have a child born or adopted after execulion of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~() CXCL'pt lOllS Decendent at death owned property with eSlimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: S 250.000 S S S Nnnp WHEREFORE, pelitioner(1) respectfully request(s) the probate of the last will aitd':tl\llh:lI(ll) presented herewith and the grant of lellers t ('H t alllo'n 1 a rv (testamentary; administration c.t.a.i adminiSlration d.b.n.c.t.a.) theron, ia I ~~)(~1( ? Itl'c'f~ ~" "'~ -00 c';:: co';:: ~~ ,0 ;; = " Vi Susan P. Rooke I Y Oak" I ad" Ill"i v,' 1l1l1ll11h'!slnwl1, I'A 170]6 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 88 COUNTY OF ..__. The petitlon~r(s) abovc.nao,ed swear(s) or affirm(s) that the statements in the foregoing pelition are true and cOllect to the best of t:le knowledge and bclicf of petitioner(s) and that as personal represen- tativc(s) 01 the above decedeut p,~titioner(s) will well~d truly ad.miniSlfr. thc..'astate.according to law, ) , J: 5WO. rn to or affinl),ed, and. subscribed { 1'- u,Y; ~( r ^ (r', ( ~ before,me this 'I( ,\, dar of ~ _ \ \?(".' , _ 19'1, !? ',," " .\', ~I \DI.4'"'\ \(\,~ s" . ~ ,-) '- \,' Register ~ No. ?, - 9fi - 4 lIJ Estate of ROMAINE E PERRIN I Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 23. 19~. in consideration of the petition on the reverse side hereof. satisfactory proof having been presented before me. IT IS DECREED that the instrumenl(s) dated DECEMBER 11, 1990 described therein be admilled to probate and filed of record as the last will of ROMAINE E PERRIN TESTAMENTARY SUSAN P. ROOKE and Letters are hereby gramed to FEES Probate. Lellers. Etc. ......... $ 270 . 00 Short Certificates(5) .. . . . . . . .. $ 1 'i . 00 JCP fee ................ $_?_'.QQ.. Filing fee. Will $ 9.00 TOTAL _ $299.00 Filed ........ .~~ ~. ?-.~! . ] .9.~~ . . . . . . . . . . . . - No. 33782 ATTORNEY (Sup. Ct. 1.0. No.) c/o Rllllads & Sinon, 1'. O. lIox 1146 Ilarrishllr~. I'A 17108-1146 ADDRESS 717-233-5731 PHONE \0 ~~ - Of) .. ~fl ,~ (., C\. - 'j N N , >- .. :2 , 0 '-' '!J Co <uti cr' fJ\ ~:J UU Mailed letters and order to attorney on 5-(4-96. 2 1 - 96 - 4 18 'Nll1l1( Hm(lo'111v' E 1""11111 I, ROlOall\e E. Pmm, a l\'3111enl 01 PelUl3ylvama, Dauphin ('ouu1Y, lled.lre 1)1311)11:)13 lilY vill Ny ~'oelal Seeun1)' H t1JfI(,,'r 13 178.11).0510 FlR~~T I .e\fOr.. all ,YlILl .if,1 m~lnL' tl1.111 have plewlusly lfl,'ule :~ECON[' I am mamed fi) SnW1 HlJIlbul PemIl. TIiUm'l have the lollo'Wli{ cluld(len) nov 11'lll1~ K Eric PemIl, [lame I Ii PerTll\, SIl3M P. Roor.e tUU.l Elizabeth P. Dalbey. FOURTIi: A3 used In lltiJ VIII, lllt term "SI'ec1fic l,equesl" relerslO aIIsl,ecificallYldentified property, boltl real aM person..'ll, tl1811 give 10 one or more benefic\ilrtes in thi3 vill TIte term "residuaI)' estate" refers 10 the rest of my property not oltlerwise sl,ecifically disposed of by thi3 vill or In MY other manner. The term "residuary bequesl" refers 10 my residuary estate thai I give 1() one or more benefic\ilrtes In Itris vill. PIPTIi: All personal property I give in Itris vill througll a sI'ecific or residuaI)' bequesl is given subjecllO MY purctl!l3e-money secunlY interesl, and all real propert'} I give in ttris vill ttlIOugh a specific or Iesid1JllJy bequest. is given sUbjecllo MY deed of tn13l, mortgage, lien, I'\3sesSmenl, or real property tax o~'ed on the I'roperty A3 ll3ed In IIu3 vill, "pufctl8Se-money secUIi1)' interesl" means MY deblsecured by collateral ttlal ~'1'\3 incurred for tt.e purpose of purchasing ttl8l collateral A3 ll3ed in thi3 ~.;ill, "non-purchese-money secun1)' interesl" meMS any deb' thaI 13 secured by collatel'8l b'll vhich vas not ll\Curred for ttle I,urpose of purchasing thai collateflll. SIXTIi: 'NllEm thi3 ~rillstates thaI a beneficiar} muzt SUIVlve me for ttle purpose of recel~ a specific bequesl L'r l1:slduary bequesl, he or she mll31SUlVIVe me by 45 days, excepl ttl8l propmy left 10 my spol'se shall p3:'S free of thi3 45 dey sulVivorship reql.tiremen1 SEVENTIi: I hereby leave H.DO \0 ttle follovmg person: K. Eric Perrin, Daniel H. Perrin, S113art P. Rooke and Elizabeth P Dalbey. This beqltest is in addition 10 and nollllStead of any other specific bequest thai ttti3 villITllll'.eS to thi3 person EIOHTIi: I give my residuaI)' estate 10 SI1.1llIl Hurlbut PemIl. Hovever, if any beneficiary named in thi3 paragraph 10 recel,-e my residuary estate fail.; 10 SlImlf(' me, ttJe residuaI)' estate shall go 10 K. Ene Perrin, Daniel H. Perrin, ;;113an P Rool:e and Eli::3~'etJl P Dal\!ey. HIHTIi: Any specifiC l,eq l1e31 (If residuary l,eq U(:S' made ill tt1l3 vill 1.0 \"WO or more t,eneficianes shall be shared eq uaIIy among them, unless 'meql1..'Ii shms are specifically indicated. TEllTIi: If my spouze and Istlol'M die slTflult.meously, or lmder such CUClJIiI3taJ\Ces 1'\3 10 render \I P.;ge 1 Ironal3 f. Date. ,. /.' ,. , / IIi/fieul\ olunpo~~lhk> 10 .]~ll'rrJlUle who I'le.]ecel1.';ell Ihe olhel, 1 ohall he cOlldl~ively 1'1t'31unell 10 hllve ~IIlVlvell fflY SI'OIl.le iOllIUJ1,o3et. oi IhJ:l mll ELEVEHTIi: I name Zl~qfill P. Rool:e a:. fnypmomllleplesentiluve (executol), to selve "I/IOlout bOIu1 If thIS person or llI!IlI\UllOn shall for fillY leMon iail to qlllllily or ceMe lJ) actM personal ll'pre~elllallve, I [I..'\Jne D3Illel H. Perrin Il.l [ler30mll1'ple~entative (allo to ~erve ';.nl)lou11,ond). 1I!3tead. TWELPTIi: I direct my per3onalll'pre~entallve to W.f all acllons legally permissible 10 have O!e probate of my mll done as sunplyaru1 as free oi comt 3upeIVISlon (IS po~sible under O!e lavs of O!e state havmg )unsdieUon over 111lS 'lilli, includIng filing a pellllOlI in !tIC appropmte court for Ole independent adrflll'll3tretion of my estate. TIiIF:TEEHTIi: I hereby grfillt to my personallepreSenlalll,e !tIC io1lo1riIlg po"els, 10 be exercised as he or she deems to be in the best interests of my estate: I) To retain l,roPert)' "I/I!tlOutliability for loss or depreciallon resulting from such retention. 2) To dispose of property tlY puMic or private sale, or exclwtge , or othenri3e, and receive and administer the proceeds as a part of my estate. 3) To vofe stock, 10 exeftise any option or prt'rilege to cOllvefl bonds, llOltS, SIOC~.s or o!tlCr senui1Jes belong~ to my estate into other b'jnds, notes, stocks or o!tler Sec1.u1Ues. and to exeftlSe all o!tiCr rightl aru1 pr;rueges of a pmon owning similar prol'erty. 4} To lease MY real property that may at any lime iorm part of my estate. 5) To abandon, adjt)$t, Mbitre1e, compromise, SI)e on or defend and ot~lervi..~ deal vith and settle clailTlZ II! favor of or agrilllst my estate. 6) To conllnue or [1(<rIlCl[late Ul ~IY business 'Which IS a part oi my estate, and to effect incorporallon, dissolution Of ol~lCr change in the forrn of orgmizallon of the business 7) To do all o!tltr acts "luch II! ~1lS 01 tICr Judgment may Ill' nece3sa.ry or a.ppropnalt for the proper aru1 advantageous ma~ement. lI!'vcstrrICnt and distrlbuuon oi my estate. The foregoing pO~'er3, aul)lOriry aIld 11i3creU(ill granted \0 my personal representallve Me IIltended 10 be in ~ddition to tll~ powrs, aut}lority and di3mllon vested iIl ~rim or her by o[leration of law by I'llt\lt of Ius or her office, and may be ~xe(1;is~d (IS often as is deemed necessary or adwable, vithout ~.N,licauon to or aPl'ro\T8.l by MIY court III any )unsdlcllon. POURTEEHTIi: Except ior pmchase-money se,;unty II!ltrestl on personal property passed in!tllS mll, and deeds of trust, mo~ages, liens, taxe3 and a.;sessmentl on reall,roperty pa.;sed in tJu.; mll, I i.nstrUCt my personal repreSenlall'l\) to pay all debtl and eXI,enses, inclllding non-purchase-money secured debts on personal property, o1;ed by my estate a.; pro'Vlded ior by !tIe laW's of Pennsyl'lllTlia. PIFTEEllTIi: I in3\f1J.ct my personal rel'reSenIBII'le 10 poyall estate ilTu1 inbmliITlCe taxes assessed '<:1 (IlTtSt plOpel1V III my est.,te or i\~ (IlTtSt my lleneilclanes 'l..' pfCi~ille,l for IIY the la"llS of PerulZyl'rarua. SI:.:TEEHTIi' If any l,eneficiary 1.1l\der 'IllS ~!illlIl on" ma.nner, duecUy 01 uu1irecUy, contests or .)I1.;cK:t tll1.' "llill or ~IIY of its pro';!JiOns, (illY :.ha.re (IT mlere'" m mv e~Iate ~Iven 10 the conte~trng benefielaI)' under!tll:t vill is re\"O~.ed (IlId shall lie dlZposed of in !tIe JilTfli' moIlner a:.1f that contes\1ng Page.:' Imu..w: _ [.ate. \C ~~ .0 l;!) ,^ ...., 'I!:;: r_ - ~.:.t_ . ) , N .. N '.~ ':) ~ u .- (1 :0::; ~ .. (J ::r~ ' . 0 \0 ..:: <llC; 9' J.J :;j a: UU t CERTIFICATION OF NOTICE UNl>lm RULE 5.6(a) NlIInc or Dcccdcnt: I{omainc E. I'crrin, dccc:lscd Datc or Dcath: !\Iav 7 , 1996 Will No. 21-96-0418 Admin. No, To thc Rcgistcr: I certiry that notice or beneficial intcrcst rC1luired by Rule 5.6(a) or the Orphans' ~Q)ld Rules., was served on or mailed to the rollowing heir or the abo\'e-captioned estate on V (../t( ~ ,1996. Name Addrcss Susan P. Rooke K. Eric Perrin Daniel H. Perrin Elizabeth P. Dalbey 19 Oakglade Drive, Hummelstown, PA 17036 703 Woodcreek Ct., Columbia, SC 29212 4634 Locust Grove Ct., Batavia, OH 45103 2318 Minneman Rd., Richmond, IN 47374 Notice has now been gh'en to all persons entitled thereto under Rule 5.6(a) except No exceptions Date: ~/~996 ~~. , \ .' '/b '/1 Signature Name Stanlev A. Smith, ESll.. Rhoads & Sinon Address One S. Market SlIuare. P.O. Box 1146 Harrisbnrl!. PA 17108-1146 Telephone (717) 233-5731 Capacit)': _ Personal Representative X Counsel ror personal rcpresentative 84951 lid )1 ""uno 1110 EZ: V d 17- nn!' ~[i. ,. 'L!. :>:J I: COMMONWEALTH 01' PENNSYLVANIA COUNTY 01' CUMBERLAND I J ": Susan P. Rooke .ccording to I.w, d.polel ...d ..y. th.1 sho iA EKecutriK 01 Iho EII.t. 01 Romainc E. Perrin 1.10 01 ~~!?~-,,!~iP.E! _~I'.I'~r Allc!! _ . Cumborl.nd Counly. P.., d.c....d .nd Ihot Ih. within iI .n inventory m.do by Susan P. Rooke . Iho ..id EKecutriX 01 Iho ontiro ..t.te 01 ..id dec.d.nt, cOMilting 01 .11 Ihe petlon.1 prop.rty .nd r..1 ..1.10. eacepl r..1 ..1.1. ,'uh;~o the Commonw..ith 01 p.nnlylv.ni., .nd th.t the ligur.. opPOlite ..ch item of Ihe Invenlory roptl..nl ;1', i." ".lv. .1 01 Ih. d.te 01 dec.dont'1 d..th, being duly sworn Sworn to .nd ,ub,cribed belotl m., EKecut rtK 1996 19 Oakglade Drivc Hummelstown, PA 17036 Add,... O.le 01 O..lh 07 05 Mo",h 96 Y.., D., INSTRUCTIONS I. An invenlory mull be liI.d within Ihr.. month, .It.r .ppoinlment of person.1 tlpr..entotive. 2. A ,upplemenl inventory mu,1 be filed within Ihirty d.y' of di,covery 01 .ddilionAl ....h. 3. AddilionAl ,hllh m.y b. .Ihched ., to personAlly or r..lty ~. S.. Article IV. I'iducioriu Act 0119~9. " " ... ... -t .. " .,; >- ... .. I- Z - ~ a: I- ... .. ... 0( e>: .. a) "" l- e>: u .. ... 0 0 V\ '" C ~ w a: ... 0- 0 I- :I: "" .... .; I Z I- ... U. . .c: '" u. ... 0( 0 '" :n "" '" w 0 0( ... ~ ;. I > Z a: '" .... z 0 - N Z 0 " c ... (-0 . - V\ Z ~ 0 0 '" 1l u .... z ... 0( g .:; "" -0 ... " ~ '" - ' -:.I 0 .. '.... JJ -0 ... " .. e ~ 0 " .. . 0 ... -' U "- CD v: . -. .- ... . .~, Inventory 01 Ihe real anti personal estate 01 Romaine E. Perrin deceased Internal Revenue Service - refund 1995 personal income tax return 643 00 4,943 39 2 65 273,135 98 261 90 1,042 43 7 31 1,439 00 22,747 35 3 63 30 62 304,257 26 Pennsylvania National Bank, Interest Checking Account No. 191-25089 Interest to date of death Pennsylvania National Bank, Variable Rate C.D. No. 888-58677 Interest to date of death Pennsylvania National Bank, Passbook Savings Account No. 3190-013877 Interest to date of death Miscellaneous household and personal effects in room at nursing home, per appraisal Presbyterian Church in America, Insurance Annuities and Relief Annuity, Policy No. 178100510 Bell Atlantic of PA - refund Capital Health Systems - refund Total "1() E .... ..-.... - -: . : : : - : . - - - : - : - - - - - - - , -- - -- OJ '" :: - - ~ 0 t- V; - 'J < <J, :> ~ " - .!: - 'J ... ~ :> " - u :: - 0 .:. I' ,.'- I , ! '.) J. :> :s ... :> _ " ~U .!:. " ::. ~ C j ~l -@",;1 _U ;.; - u..... u "':j '- ~ :: o~ - ... -J ;...-. ~ .~ :: oS o:.h :: = ~J ~ ::;) =,UU " A . :-. :: .;.: ..?- '" - "'" " , \'u( C!: uU . 10 t " ~ ... ~ . C ~ ( , , III ~ ( 0 0 .. .J 1Il <0 ~ ~ ~ . " ( ... ( ~ 4i VI . . >- ( 0 t Iol :!: III ci ,. Z I 0 . .. . . J ~ 0 , n: m 0 ,. ~ VI VI .. ~ .. 0( ... . .. Z . ... 0 ( ... :t ---- , --_.. -. -..................J::t...~.4 IU1' ~.,:. HlNAY W R"OAOS ROlIlAl.1 LONO..JA' SHlRILL l WOYlA "'AN ~ "'ADI:N A'CHARO. ....OOC LAWRI:NCI:. ABRA"U~ Ill' ... BRUCCWALlCR "'OHN'" WAfd'CCK ,.RANK'" LlBCR A IIlC"'HtN IIH'8LA CHAALCII I. ..CC"'. "'AUL.... LUNDI:CN "'ACKr, HUALCY....A NAlHAN H WAllR..,JN OAVIO 8 OOWllNG OAV'D r, O'LlAAY DAVID A. twADDI[LL CHAALC8.J. rCRAl' alANU:V A aWITH .lENa It DAWOMRD' DRAKC 0 N1CHOLAll .......-0 .+.o..ln[o to ,"'[ "LO"'O'" ...." "IO"'ASA 'AtNell DUN It pua'Nllt"R[ DONNA"'''' CLARK CH"'RLl!lo l OUTSH"'LL LUCY I: IOlNlstlll' "''''UL'' weaStLL SH"'WN 0 LOeHINGCA .J......tS H CAWU:'l' TI"'OTH'l'.J ",,.unCA ...1:881: A RUlli.. LOR.,J "'"llRO'l' Kl"'lItRLY AL8RIOH' NOtL v.RO'NIA'" HlNSCHeL SU&AN t: 5CHWAn DlAN,. ",.eR",...nll TODD.J. aHILL .JtNNln:R'" IolcHUGIi KlNNelH L- "'OlL lHOMAS.J NlH'LLA IIIIO.\-..H Ii: SINON 1.1.11 ATTORNEYS AT LAw DAUPHIN BANK BUILDING TWE.Lf"TH FLOOR ONE. SOUTH MARKItT 5QUARIt P.O. DOX 11"6 HARRISBURG. PA 17108.1146 0' cotJusrL , NAill<. A S'NON JOIlIl C DOWL'NG PAUL II "lfO"'US '.07,.... JOltN" ...UStolL......... .... '..0 CLUL" UUtDlRIIHO' ....'..0 TELEPHONE (717) 233-5731 FAX NOS: GE:NE:RAL: 717-232.14159 MUNICIPAL GROUP: 717.231.8810 LITIGATION GROUP: 717.231.6637 DIRlCT DIALHO (717) 2J1.(~>7I "LI:ND December 26. 1996 Re: Est<lle of Romaine E. Perrin File No. 21-1996-0418 CERTIFIED MAIL Ms, Mary C. Lewis Register of Wills Cumberlaml County Courthouse 1 Courthouse Square Carlisle. PA 17013-3387 Dear Ms. Lewis: Enclosed please find a check in the amount of $340.23 as payment of inheritance tax due in connection with the above-referenced Estate. The Pennsylvania Inheritance Tax return was received by your office on November 6. 1996. We arc also enclosing a copy of this letter. which we ask that you time stamp and return to us in the enclosed self-addressed. stamped envelope. Should you have any questions regarding the enclosed. please do not hesitate III COnlacl the undersigned. Very truly yours. RHOADS & SINON LLP '1 100. By: ,. ~ i IC(U~I~lW:'~ Nancy J. Hartinger n Legal Assistant N --J :D :Om ..:; t") ..'~. CI ~ - -' Enclosures/94tl.1J ce: Susan P. Rooke. Executrix Stanley A. Smith. Esquire ~ CJ (:i -..J :n 9 ...\.1'. y,,,:, VORK OFTICC. 119 EAST M....RKer STREtT. VORK. F'A 17"01. TClePHONE: 17171843.8068. F"AJl.17171 8"3.&4564 LANCASTER OFFice IS NORTH LIME: STRCCT.l.ANCASTE.R. PA 17602. TELEPHONE: 11171 397.51027, FAX 17171 3'Y7.!loZ67 AFF'lLIATtO OF"F"IC[: SUITE: z.c. 1700 SOUTH DIXie HIGHWAY. BOCA RATON. Fl 33"32. TClePHONE: C"071 3liUHI,!loOe., FAX 1"071305.0"97 . ' . J!))}{/ \)J) \\\\\\\ ~ /'~'~ ." \ I.':.i ,;')' > r. ..' . -- ~ l'" l'" <0 IT" 111 .ll o l'" r'l a. Po, , CD .... , w <: .... a ~ < ~ ~ ) CD 0 " .J "' ol> 0 ... ~ ~ ,. 'I " w - M , <( 'I) III a , ~ < 0 0. '" ~ <l1 " 7:: z I II ,. 0 tt 'f; 0 , a ~ " t- o m M )( "' III " w tt C I tt .. 0 < M I ..,. ,..., Re; :- .."......, w, c: Wills '95 Ole 27 . . ~ ell. CUI' 'J 'n " ~ U \, ~ o U 1Jr"1 ,,- tt'J !J; ~. r.3 0 oro4~U;)r- ): .... c: 0'- ~ .~ =' V1 ..J:::O u aJ ~ u~-;:J~o.. <= 0 . :,.... ,.,. (OJ J: QJ '"' 'lj.-l u..... rJLJl-i""~ ::; ;n (J ::3 !II .....0 O..-l ~eu'" m C) =' ~ :;:a:u-U .".. _0.. _._ - - - - - - - - - - '., - - N l'll ('I .;'1 ~, i~l r. p) .... l'll r- .... t' . i , -.-' -~ - -.............A.V1.,. ..,4.V1i~ ..,..:. 717 233-5731 1. Aeal Estate (Schedule A) (1) 2. Slocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnersh,p Inlerest (Schedule CJ (3) 4. Mortgages and Notes AecelvablelSchedule 0) W S. Cash. Bank DeposItS & Miscellaneous Personal Property (5ch. E) (5) 6. JOintly Owned Property (Srh.dule F) (6) 7. Transfers ISchedule G) (Schedule LJ (7) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Elfpens8s. Adminlslrative Costs, Miscellaneous Erpenses (Schedule Hl 10. Debts. Mortgage Llabllrlies, Ltens (Schedule I) 11. Total Deductions hotallines 9 & 10) 12. Net Value of Estate (line 8 minus Line 11) 13. Chantabht and Governmenlal8equests (Schedule J) 14. Net Value Sub.eet to Tax (line 12 minus Line 13) 15. Spousal Translers Ilor dates 01 death after 6.30-94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M,) 16. Amount of Line 14 taJl:able .116'/. rate (Include values horn Scheduht K or Schedule M.) 17. Amount 01 line 14 taxable at 15-/_ rate (Include values from Schedule K or Schedule M.) 18. Ptlnclpal tax due (Add taw from line 15. 16 .'Inri 17) 19. Credits Spousal Poverty CredIt Prior Payments Discount Interest 0.00 + 16,250.00 + 812.50 0.00 20. If line 19 is reater than Line 18. enter the difference on line 20. This is the OVERPAYMENT. ~ 0 Chock ho..1t 011 are ro uestln a loIWld 01 our ovor a ont. 21. If line 18 is greater than line 19. enter the difference on line 21. This is the TAX DUE. A. Enter the interest on the balance due on line 21A B. Enler the total 01 line 21 and 21A on line 21B. This IS the BALANCE DUE. Mak. Chock Pa ablo to: A. 1st.. 01 Wills, AJ:'.I.;. · · BE SUAE TO ANSWEA ~',; :,,',"' ..."""S ON PAGE 2 AND TO AECHECK MATH . . Undl!!r pefWlIles 01 per)ury.1 dl!!tI..,eIh..1I "'..~.l!Il.1mlned I"'IS t.luln./l"(hKol.:i; ;;.;" 'l:.. =:\;'1'19 lth~ules..nd SI..lemtnls,..nc:llo Ihe besl 01 my kno....ledg...nd belief, IllS !fLle conKI..nd cempl.l. I d@(t.,elh..l.lIle.leSI.tehnbeenleporledllll.,lt:r...rkt' . ,1".. t,ecl.t.Uonol pl.poIret olh.r Ih." Ihe petson.ll represenl.lI"els b.u~ on.lllnform.llon 01 ....hlch p,ep,fllr hn.ny kno....ledge CAB H P L E P 0 C A C K 0 K P S C P o 0 A N A D E E S N - T REV - I~OOU ,(7.941 .\; '\ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FilED IN DUPLICATE WITH REGISTER OF WillS 0418 NUMBER ron OA'[~OF O[AlttAFlER Ili IF A ~f'OU~AL F' IYCR I I C AI". FILE NUMBER 21 1996 COUNTY CODE YUR 1/ t C..[CII u[nE CO"'~?fiYMJt1:\fl PofM'j,'.I~'HI' H'AA'S~6~t~M1z.'0601 D E C E D E N T DECEDENt.S NA".E (LAST, rIRST, AND MIODLE1NItIALI PERRIlI, ROMAINE E. DECEDENT'S COUPUTE ADDRESS 100 Mt. Allen Drive Mechanicnburg, PA 17055 ~iOCIAL SECURITy NUUUER DAlE OF DEAtH DATE Of OIRHi 178.10.0510 05/07/96 02/01/16 Counly cumberland Remainder Return (Jor dates 01 death pJlor 10 12.13.82) Federal Estate Ta. Return ReqUired Total Number of Sale DepOSIt Bous If APPLICABLE.' SURVIVING SPOU5ES NAUE iLASt.FIRST AND UIDDlE INItiAl! SOCIAL SECURITy NUUBER AUQUNt RECEIVED (SEE INSTRUCTIONS) X 1. OrigInal Return 4. limIted Estate 2. Supplemental Return 41. Future Interest CompromIse (lor dates of death aher 12.12-82) [B 6. Decedent Died Testate D 7. Decedent Maintained a liVing Trust (Mach copy 01 Will) (Mach a cop 01 Trust) ALL COARESPONDENCE AND CONFIDENTIAL TAX INFOAMATION SHOULD BE DIAECTED TO: 05. 8. NA"'E Stanle COUPLETE UAlUNG ADDRESS A. Smith, Es uire c/o Rhoads & Sinon,L~P P.O. Box 1146 Harrinbur PA 17108-1146 TELEPHONE NUMBER R E C A P I T U L A T I o N 281,509.91 22,747.35 (8) 304,257.26 (9) 8,231.51 (10) 5,980.23 (II) (12) (13) (14) 14,211.74 290,045.52 0.00 290,045.52 (IS) 0.00 x.OO = 0.00 (16) 290,045.52 X .06 = 17,402.73 T A X C o M P U T A T I o N (17) 0.00X.15= 0.00 (18) 17,4Q1.73 (19) (20) 17,062.50 0.00 (21) (21A) (21B) 340.23 0.00 340.23 ADDkC::;. DATE ~!l. .9~!<~~~!i.~. '?.r.~ '!~................................ Hummelntown, PA 17036 ACDRESS !'...'1,. !l.'l~. .1.1,1 ~.... _................................ Harrisbur , PA 17108-1146 leu.) Cjt- . CATE / () -/5"- It; fOlm 1500 I~t'w 1 <)4, REV. 1SIOEX . Il-a71 CO"lI.I111rt~~1\,<V~1I~jhl"NI' SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE FILE NUMBER 21-96-0418 ESTATE OF ROMAINE E. PERRIN THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES. ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECD. DOLLAR VALUE OF NUM8ER Includ.MFM af lh. IIIn,I.,... Ih.lr OF ASSET 'I,INT. DECEDENT'S INTEREST ,.r.uanshi..-ia deel'd.nl d.'. of Ir.ns'.,. 1 Presbyterian Church in America, Insurance Annuities and Relief, Annuity, Policy No. 178100510 0.00 22,747.35 100 22,747.35 TOTAL (Also onlor on lino 7. Rocaartulation) S 22,747.35 (If more space is needed, insen addrtional sheets of same sill.) Ccpyrlghl (c) 1194 form soflw.,. onfy CPSYltlml, Inc. Form 1500 Schl'dul. G(R.v Z-1I71 REV. ISl1 EX . (1.881 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Prlnl or T . FILE NUMBER 21-96-0418 CO"::''ll\l~{\~~~'HI' ESTATE OF ROMAINE E. PERRIN ITEM NUMBER A. AMOUNT DESCRIPTION 1 Fun...1 Exp.nlo" Hetrick Funeral Home 4,465.30 2 susan Rooke, Executrix Reimbursement for funeral expenses, flowers, photo, Crider's, food, etc. 405.10 B, Admlnlltratlv. COlli: Personal Representative Commissions Social Security Number 01 Personal Representative: Year Commissions paid 0.00 1, 2. Attorn.y FilS Rhoads & Sinon LLP 2,250.00 3. Family Ex.mption Claimant Addross 01 Claimant at d.cedent'. death Street Address City State Zip Code Relationship N/A 314.00 4, Probate Fees c. Mllc.llln.oul Expensel: McKonly & Asbury 1996 Personal Income Tax preparation fee Fiduciary Income Tax Return preparation fee 250.00 1 250.00 2 Cumberland Law Journal legal advertising expense 60.00 3 The Patriot-News legal advertising expense 79.00 4 Rhoads & Sinon LLP out-of-pocket expenses 15B.ll TOTAL (Also enter on linl 9. R.ca rtulation) (II mOil Iplcoll needed, Inllrt IddltlonlllhNI. otum. llze.) COp)'rIQl'lt (e) t". form IOltwlte only CPSYllelM,lnt. S B,: J: 'l Form 1500 Schedule H ~.. . .,. REV. 15UEX . (l.1I11 cO"~N\l\1~~~ci\,'V~~;or'NI' ESTATE OF ROMAINE E, PERRIN SCHEDULE J BENEFICIARIES FILE NUMBER ITEM NUMBER RELATIONSHIP NAME AND ADDRESS OF BENEFICIARY 1 A Taubl. a.quests: Suo an 1'. Rooke 19 oakglade Drive Hummelotown, pA 17036 Daughter 2 K, Eric Perrin 703 Woodcreek Court Columbia, SC 29212 son 3 Daniel H. Perrin 4634 Locust Grove Court Batavia, OH 45103 Son 4 Elizabeth 1'. Dalbey 2318 Minneman Road Richmond, IN 47374 Daughter ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY 8. Charitable and Governmental Bequests: None TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also enle, on line 13. Recap~ul.tjon) (II more "P"C' II needed. Insert additional Ih..tl 01 11m. IIz.) Copyright (el 1994 furm sottwlle onty CP5ystems.lnc. 21-96-0418 AMOUNT OR SHARE OF ESTATE 1/4 Equal Share of Estate Residue 1/4 Equal Share of Estate Residue 1/4 Equal Share of Estate Residue 1/4 Equal Share of Estate Residue AMOUNT OR SHARE OF ESTATE s ) Form 1500 Seh~ule J Roo. .. .' Will (,f ROllll'lIlt E P~fnn 1. RollUW E PeIIin, a resident of PelUl3vll'tIIlIa, Dauphin County. declare IJIIl! lhJ$ \J rnv VIII Mv :',XW ::Wlll'Y Hlunberu 178,10.0510 FII=:;.:T 11;-'..'(1'..,11 .,"Jl1 .;iull'o~lr.1l!o IJiJl1 tillVI' pre'TlO\I3ly made ;;E('(IN[' I am mamed 10 Stll8.l1 Hurlbut Ptmn. TIiIR[' [ha~"e'he follo~ ctu}d(ren) no... 11~: K Ene Pemn, Damel H Pemn, SlI3aIl P Rooke :ll1d E1i2abeth P Dalbey. F0lJRTIi: A3 llJed m ,hJ$ vlll. lhe 1erm "specific bequest" refm 1ll all specifically identified propertY. both real am pmonal. that I give 10 one or more benefir.iaries in this vlll. The 1erm "re3iduary estate" refm 10 the rest of my property not othervi3e specifically disposed of by this v1ll or m any other IllAIUler. The 1erm "residuary bequest" refm 1ll my residuary estale that I give 1ll one or OlOlt beneficiaries m this vlll. FIP1H: All pmonal propertY I give in this v1ll through a specific or residuary bequest is given 3ub)ectlO any purchase-money secUIiIy interest, and all real propertY I give in this vill through a 3pe<:ifir. or residuary bequest is given subject 10 any deed of tIU3t, lOOr1gage, lien, assess!nent, orreal property lIlX om on the property. A3 used in this vill, "purch83e-lOOney securtly inlerest" !neW any debt secured by collateial that vas u.:umd for t1',e pUIp()Se of purchasing that collateIal. A3 \J3ed in this ~Y"1ll, "non'purc~3e-money secunly m1ereS!" mew any debt that is secured by collaleIal but vhich vas nOl mcurred for the purpose of purchasing that collateIal. ~IX1H: 'Noon this vill staleS that a bereficiaIy mll3t sUIViVe me for the pwpo3e of receiving a 3pecifia: bequest or l'es1duarybequest, be or she mll31SUMVe me by 45 days, except that propertY]eft 1ll my spol'se shsll pass free of this 45 day suMvoI3hip requUe!nent. SEVEN1H: I hereby leave $1.00 1ll the fo~ving peI30n: K. EIic PeIIin, Daniel H. PeIIin, Susan P. Rooil.e and Elizabeth P. DeIbey. Thi3 bequest is in edditiln 1ll and rot insteed of any other specific b~quest that this villlDllll.e31ll this peI30n. EIGH1H: I iin my resiluaryestale 1ll Stuart Hurlbut PeIIin. However. if any bereficiaIynamed in this paIllgI8.ph 1ll receive my residuary esta1l! fails 1llSUMVe me, the residuary estate shall go 1ll K. Elic PeIIin, D3nie1 H. PeIIin, Susan P. Rooke aM Elizabeth P. Dalbey. HIH1H: Any specific bequest orresiduary bequemn8de in this vill1ll tw oIlrore bereficim:3 shall be shared equallyam:lIlg them, unlm unequal shares ere specifi:ally Irdicaled. Tl!NTIi: If my SpD\J3e and I shoukl die sllllul1areoll3ly, or unier s\X:hcut~ as 1ll render It Page I InrtiaJs: (.' L t" Date: -i.:dJ.:,A 0 ~ difficult or unpomble tl de~nrune v/xl P~ecea"ed lhe ol1ler, I ~h4I/ be cooch.l3ively pre3umed tlMVt' 311MVt'd my 3POll3e for Pwpo3e3 of tlu3 VIII ELEVEHTIi I name SWI\J\ P. Roor.e ll-' my pmonalll'pre3entatlVt' (exeCUlOr), 10 JeM V1thout bond. If rJlJ,; person or II\SbtutJOn 3hall for any reB:lon fall 10 qual1fy or cease 10 &Ct 8S personal r~pl~$"nl.lIJVe. 11k'llJ'll' DMlel H Pemn as pmorl!\J ll'pre~ent6bVt' (wo fO $eC'~ VlIJlOl)1 ~Iond), m.;le~d TWELFTIi: I dll~ct my pmonalll'pre~enta!lve tl14lle allactlOll3 legally pefllll3~lble tl have the pfi)b~re of my VIII done tl3 sunply 8M ll-' fll'e of court ~upt'lVlSlOn ll-' pomble under the laYS of the sta~ t>i~ J')l13dlCtIOn over '.h13 VIII, mcludmg filing a pebtlOn In the appropna~ court for rJlf Independent .;dmlnlJtr8tJOn of my eJtare. TIiIRTEENTIi: I htreby grant 10 my personal representative the folloYing pover:!, tl be exerc~ed 83 he or she deems 10 be in 'he best interest! of my estate: 1) To retain property V1I1'.out liability for loss or depreciation resul~ from soch re~ntion. 2) To di3pose of property by public or private ~8le, or exchange, or othervise, am receive am Mminisll!r the proceed3 83 a pan of my esta~. 3) To vole slOck, 10 exerci3e I\J\Y option or privllege tl conven bOrds, no~s, stlcks or other JeC1.1n1les beloruring 10 my esta~ intl other bonds, notes, stlcks or other secunties, am tl exerci3e all other ~hts and p:it'lleges of a person ovning simila.r property. 4) To lease any re.;l property that may at any time form pan of my estate. S) To ~b6.ndon, MjtlSt, arbitr8le, compromise. sue on or deferd and Olhervise deal Vith am settle cl3im3 In f~vor of or ~ains' my estate. 0:.) To conlinue or T,wipate In I\J\Y bwiness vltkh is a pan of my estate, am tl effect incorpoClltion, IIi3solution or other change in the form of org8Ilization of the bwiness. 7) To do all other acts vhich in his or her judgment may be necessary or appropriate for the proper and advantageoU311l8l18gement, Investment and d~tnbution of my estale. The fOll'going pO'~rs, authority am di3cretion granted ttl my personal representative are intended tl be in addilion lO 'he povers, al11lx:Jrity am discretion mled in him or her by opeClltion of lav by virtue of his or her offit:e, and may be exercised 83 oflen 83 is deemed necessary or adVisable, Vitlxlut applicatIOn 10 or approval by any court in any jUrisdiction. FOURTI!ENTIi: Except for pW1:ll83e-money secunty inlere3t! on personal property passed in tlu3 VIII, and deeds of trust, roongeges ,liens, l8Xes and 83sessment! on real property passed in tlu3 V1Il, I U13tnlct my persoDal repxesentative tl pay all debt! and expenses, including non-PW1:ll83e-llxlIley secured debt! on personal property, oyed by my estall! 83 promed for by the Iavs of Pennsylvania. FII'1l!ENTIi: I instruct my personal representative tl pay all estate am Inheritance taxes 83sessed ~WlSt properly In my estate or egainst my beneficiaries 83 promed for by the laYS of Pennsylvania. SIXTEENTIi: If any beneficiary Wlder tlu3 vill in any manner, directly or irdirectly, conlest! or ll.ltIlck3 tIus VIII or any of it! proVisJons, eny 3hare or mlere3t in myeS1ll.le gmn tl the COnle3q beneficiary under this vill is revoked am shall be disposed of in the same manner lIS if that conlllSling Page Z Initials: (. :::. < D3.te:.l1:/.3joJ II\lI162 '11....1 146530 COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '* DNo.AA RECEIVED FROM: i ACN ASSESSMENT Pi' CONTROL ia NUMBER AMOUNT RHOADS & SINON 101 516,c:'U.UU P D BOX 11 '.6 HARRISBURG, PA 17108 'OtD HUI ESTATE INFORMATION: t:'I FILE NUMBER li1 21-1996-0418 !:II NAME OF DECEDENT (LAST) ~ PERRIN ROMAINE E II DATE OF PAYMENT B POSTMARK TE COUNTY SSN 178-10-0510 (FIRST) IMI) REMARKS m TOTAL AMOUNT PAID 516,250.00 PB CUMBERLAND DATE OF DEATH SEAL SUSAN P ROOKE CIO RHOADS & SINON CHECK" 11 REGISTEH OF WILLS / . I .~ \_....1 /1' f' { , , I"'. J RECEIVED BY ""..' . ..", ._'V "../ SIGNATURf ~. . .~ ,/ I ' : . ' MARY C. LEWIS '-"'/"'/'-,r'-'r. REGISTER OF WILLS ,..--. _. -- -- -~- -- - - --- - ,,-. ~-_. --- , ",.' e', f f 'f'. , . . . ~......,.,..,- .- . _ '__'_H~_"'---'..1\.. t.. _..... 1::"'- , s /1. it -[. BUREAU OF INDIVIDUAL TAKES n."RllAHC[ lAIC DIIJISION OE.Pl. llCl601 ItAARISl:UAC, PA 111Za-06001 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INIIERITANCE TAK APPRAISENENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAK STANLEY A SMITH ESQ C/O RHOADS & SINON PO BOX 1146 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-10-97 PERRIN 05-07-96 21 96-0418 CUMBERLAND 101 Altount Re..itt.d " (, .... *' III.U.,,, ,,, tll,'" ROMAINE E 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 ~ RifY-=is4j-Eif-iiFP--m-:96Y"Niii'-icE-iin-NHEifii'iiiicE"i'-AX-iiPPRA-isEHENT-,--.m.-OWAtfcE-iili--m---mm--- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PERRIN ROMAINE E FILE NO. 21 96-0418 ACN 101 DATE 02-10-97 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Lin. 14 .t Spou.al ~.t. (15) 16. Anau"! of Lin. 14 t.~.bl. at lin..I/Cla.s A rat. (16) 17. Anau"t of lln. 14 taxabl. at Collateral/Class 8 rat. (17) 18. Principal rax Due TAX CREDITS: PAYNENT DATE 07-16-96 12-27-96 TAK RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedul. AJ 11) 2. Stocks and Bonds (Schedul. 8) (2) 3. Closely Hald stock/Partnership Int.rast (Schedule C) (3) 4. Horta.gas/Nota. Racelvabl. (Schedule DJ (4) 5. Cash/Bank Deposits/Hisc. P.~son.l P~ope~ty (Schedule EJ (S) 6. Jointly Owned Prope~ty (Schedule FJ (6) 7. T~.nsfers (Schedule GJ (7) 8. Tot.l Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdM. Costs/Hisc. Expenses (Schedule HJ (9J 10. Debts/Hortg.ge liabilities/liens (Schedule I) (10) 11. Tot.l Deductions 12. Het Velu. of T.x Retu~n 13. Ch.ritable/GovernMent.1 aeqUests (Schedule JJ 14. Het V.lue of Est.te Subject to Tax NOTE: ) CHANGED .00 .00 .00 .00 281.509.91 .00 22.747.35 (8) 8,231.51 5,980.23 Ill) 112) 113) 114) .00 K .00; 290.045.52 K .06; .00 K ,15; 118) RECEIPT NUNBER AA146530 AA185003 DISCOUNT I') INTEREST 1-) 855,26 ,00 ANOUNT PAID 16,250.00 340,23 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INOICATEO, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. HOTE: To insu~e proper credit to your account, sub_It the upper portion of this forM with your tax paYMant. 304,257.26 14.?11 74 290,045.52 .00 290.045,52 .00 17,402.73 .00 17.402.73 17 ,445.49 42.76CR ,00 42.76CR ( IF TOTAL DUE IS LESS THAN .1. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORN FOR INSTRUCTIONS.l 00 C ii. ~ - \C.i -04 :0 :n", .~' G 'I ,,., CJ:I - <:) -u U' N :::.:! ... l. . f,. RESERYATlD,h Esht.. of decltdentl dying on or before Dece...,. 12, 198Z -.. 11 any future lntuut In ~ ...tat. t~~r"".r''':..~ In pa.....lon or enJoy.ent to Cl... . (collataral) beneflcl.rl.. of the dlcldant .,tl,. thl .xplr.t~ of eny ..tat. for 11f. or for YI.r., thl Co.lonw..lth hereby Ixpr..,ly rll.rVI, thl right to appral'l end ...... tranl'e,. Inheritance Ta... at the lawful Cl... I (collatara)) rat. on any such luture lnt.r..t. P\JRPOS[ OF HaTtCEr To fulfill the requlr....,ts 0' Section 2140 0' thl Inheritance end Elt.t. h. Act, Act ZZ of 1991. 72 P.S. Section 214D. PAYHENTt Detach thl top PO,.Uon of thh NoUu and .ubalt with your pa,.."t to the Rlght.r of Wllh printed on thII rlye,... .Ida. --Hah check or .oney orde,. paYable tOJ REGISTER OF MILLS, AGENT All p.~."t. r.calved aha11 fJr.t ba applied to any Int.r..t which .ay be due with eny re.alnder applied to tha t... REfUND (CA) I A rafLnd of . tex credlt, ..hlch .... not reque.t.d on the T.. A.turn, .ay b. reque.t.d by cotlpletlna an ooAppllcation far Rafund of P.nn.ylvanla Inherltanc. and E.tat. T.... (AEV*1313). Application. .r. av.ll.ble at the Office of the Aagilt.r of WIU., any of the 23 R.venue Diltrlet OfUcu, or by calling tha .p.cl.1 Zft-hour en.warlng ..rvle. nuaber. far for.. ord.rlng: In P.nn'Ylvanla 1*100*36Z-20S0, out.ld. Penn'Ylvanla end ..Ithln local Harrl'burg ar.a (117) 181-8094, TOO. (117) 11Z-Z25t (Ha.rlng Iapalr.d Only). OIJECTlDHSI Any party In Inte,...t not .atl.fl.d ..Ith the .ppr.I....nt, allo..anc. or dl.allo..anc. of d.ductlon., or .......ent of ta. (Including dl.count or Inter..t) a. .hawn on thl. Hotlca .u.t objact within .I.ty (60) day. of rec.lpt of thil Notlca bYI -*w,.ltten prot..t to the PA D.partaant of R.v~, Boa,.d of App.al., D.pt. Z810ZI, Harrl.burg, PA u.lectlon to have tha .att.r d.taralnad at ItUdIt of the aCCOU"lt of tha p.r.on.1 repruant.tlva, --eppaal to the Orphan.' Court. 17U8-1021, OR OR ADIIIH ISTRATlVE CORRECTIONS I factual .rror. dl.cov.r.d on thl. .......ent .hould b. .ddr....d In writing to! PA D.parta.nt of R.venue, Bur.au of Individual T...., ATTHI Po.t A......ant R.vl... unIt, Dept. 210601, Harrl.burg, PA 17121*0601 Phon. (117) 181-6505. S.. p.g. 5 of the bookl.t "In.tructlon. for Inh.rltanc. Ta. A.turn far a R..ld.nt Dac.d.nt.. (REV-ISOI) far an ..planatlon of adalnl.tratlv.ly corr.ctabl. .rror.. DISCOUNTs If any t.. due I. paId within thr.. (3) cal.ndar eonth. .ft.,. the d.ced.nt.. daath, . flv. p.rcant (5~) dl.count of the ta. paId I. .llowad. PENAL TVs The 15X ta. .an..ty ncn-partlclp.tlon penalty I. co~tad on the tot.l of tha t.. and Inter..t ......ad, and not paid bafor. J.nu.r)' II, 1996, tt. fIrst day .ft.r tha and of tha t.. .Ma.ty p.rlod. Thil nan"partlclpatlon pan.lty I. .pp..labl. In tha .... .ann.,. and In tha the .... tl.. parlOd a. YOU would app.al the t.. and Int.r..t th.t ha. bean .......d a. IncUc.ted on thl. notice. INTERESTS Int.r..t I. charg.d beginning ..Ith flr.t day of delinquency, or nlna (9) aooth. and ona (I) d.y froe the data of d.ath, to the d.t. of p.ye.nt. T.... ..hlch bee... dallnqu.nt b.for. January I, 1982 baa,. Intera.t at the r.t. of .1. (6X) parcent par annua calculat.d at . d.lly rata of .000164. All tax.. which baea.. dallnquent on and .ftar Janu.ry 1, 1982 will b.ar Int.r..t at a rat. ..hlch will vary fro. cal.ndar yaar to cal.ndar y.ar with that r.ta announcad by the Pi Depart..nt of Rav.nu.. Th. .ppllcable Int.r..t rat.. for 1982 through 1997 .r., t2! tnt.ra.t Rat. Dally Inta,...t ractor !!!! Int.r..t Rata Dally Int.r.st Factor 1982 20X .000548 1911 9X .000Z47 1913 I6X .000"11 1988-1991 112 .000301 1984 112 .000301 1992 9X .00OZ'7 19.~ 13X .00DSS6 1993-1994 72 .000192 1986 lOX .000Z14 1995*1991 9X .OOOZU --tntara.t h calculat.d .. folle....! INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR --Any Hotlca I..ued aftar the ta. becoa.. d.llnquent wIll refJact an lnter..t calculation to flft.an (15) day. beyond tt. d.t. of the ........nt. If payunt I. aade eft.r the Intarut c~t.tJon date shawn on the Hotlce, additional Intar..t au.t be c.lculated. ;.) . /, . ,/ - /IJ BUREAU OF INDIVIDUAL TAXES INIIUlIIANcr. Ul( t1IVISIOH 01111. :aObOI tlAIUUSBUAC, PI I/I:a-O&OI COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (:.. '. 11'-IUII1Il'III.", STANLEY A SMITH ESQ C/O RHOADS 8 SINON PO BOX 1146 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ROMAINE 03-17-97 PERRIN 05-07-96 21 96-0ftl8 CUMBERLAND 101 ~__ _A~ou~\ Renl\\ed MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subnlt the upper portion of this forn with your t8~ payne"t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:i6b-j-EX--AFP--ioi-:97i-------...--XNiiERiriiNCE--TAX--STA-iEHE-NT-b-F-AC-COUN-i--.-..--------------------- ESTATE OF PERRIN ROMAINE E FILE NO,21 96-0418 ACN 101 DATE 03-17-97 THIS STATE HE NT 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: 02-03-97 PRINCIPAL TAX DUE: 17.402.73 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 07-16-96 AA146530 855.26 16,250.00 12-27-96 AA185003 ,00 340,23 03-03-97 REFUND .00 42.76- TOTAL TAX CREDIT 17,402.73 .00 BALANCE OF TAX DUE INTEREST AND PEN. .00 · IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, ND PAYHENT 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, TOTAL DUE .00 E G\ I '~ PAV"ENh D.tach the printed on tCtP.portlon of. this Notlu and lub.it with your pay..nt lade payoblt to the na.. and add..... ,:;\-:i ..:J the ,.",.r'!}<llf.. If RESIDltiT DECEDENT .ake chack or lonay orde,. pavBbl. tOI REGISTER OF WILLS, AGENT. If NON-RESIDENT DECE!)ENT take chick or laney order payebh to: COHHONWEAlTH OF PENNSYLVANIA. REFUND (CR)I A r.fund of . tax credit, which was not raqu..tld on the Ta. Raturn, .ay b. r.qu..tad by coaplttlng an "Application for R.fund of Pennsylvania Inherltancl and Est.t. Tax" CREY-IlIl). Application. ara avallabl. .t the OffiCI of the Rlglltl.. of Willi, any of the 21 Rlvenue Dlltrlct Of,lc.. or frol the Dlpart..nt', 24-hour answlrlng '."vlel nuebers for 'or.. orderlngl In Plnnlylvanla 1-800-362-Z050, out.ld. Pennsylvania and within local Harrisburg area (717) 787.8094, TOOt (717) 77Z.ZZS1 Ule.rlng t.palred only). REPlV TO: au..tlon. regarding error. contaln.d on thl. not Ie. .hould b. addre...d to: PA nepart.ent of Revenue, Bur.au of Individual Taxe., ATTNI po.t A..e...ent Review Unit, Dept. 280601, Harrisburg, PA 17118.0601, phone (717) 787-6S0S. DISCOUNT: If any tax due Is paid within three (!) calendar .onths after the decedent', death, a five percent (5~) dl.count of the tax paid I. allow.d. PENAL TV: The ISX tax a.nesty non-participation penalty I. co.put.d on the total of the tax and Inter..t a......d, and not paid blfore January 18, 1996, the first day after the end of the tax a.nllllty periOd. INTEREST: Int.r..t I. charged beginning with flr.t day of delinquency, or nln. (9) .onth. and on. (I) day fro. the date of death, to the data of pay.ent. Taxe. which beca.. delinquent b.for. January I, 1981 bear Int.re.t at the rate of .Ix (6X) p.rc.nt plr annu. calculat.d at a dally rate of .00016~. All taxe. which bec..e delinquent on and aftlr January 1, 1982 will bear Intere.t at a rate which will vary fro. calendar yl,r to calendar year with that rate announc.d by the PA nopart.ent of Revenue. The appllcabl. Intere.t rat.. for 1982 through 1997 ar.: Vear Intere.t Rat. DailY Inter..t Factor Vear Int.n.t Rat. Dally Inter..t Factor 1982 ZU .000548 1987 9X .000247 1985 16;( .000438 1988-1991 lIX .00D301 1984 11;( .000301 1991 9X .000147 1985 UX .000356 1993.1994 7X .000192 1986 lOX .000274 1995.1997 9X .000241 nInter..t II calculated .. followlI INTEREST = BALANCE OF TAX UNPAID X NU~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR nAny Notlc. Inu.d aft.r the tax beco.e. d.llnquont will nfhct an Int.,..t calculation to flfte.n US) dan beyond the data of the a......ent. If pay..nt I. lade aft.r the Intere.t co.putatlon data shown on thl Notlc., additional Int.rest .ust b. calculated. r ,-