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Home My WebLink About96-00432 No 21 - 96 - ~ 32 ..---.----.. Eslulc 01" _~~-! . Sunda'I . ncccllscd nECIU:E OF PlwnATE ANn GI{ANT or LETTERS "ND NOW _____________ __~lAY }1. ,. _, .,m__ 19_.2~" ill nlll,idenllioll of Ihe pelilioll 011 Ihe rc\cr~c ,idt.' IIl'reor, !\ati\fa..:tory proof h;.I\in~ heen l'lIC"'l'I1ICll hefure l11e. IT IS DECKEED Ihal Ihe i1t'trlllllelllb) dmed __ __.__~_uJY 9,,} 990 de<<rilled Ihereill he admilled 10 probate alld hied of record a' lite 1;,,\ will of lIar" I. Sundav ---_._--_._-~- -~-_.----- alld Lellel' J.cS_tar:lcntn.t"y----- arc herehy grmlled 10 _,_111!r.i11(l-J~.,~trmson --------.-.- '}If.(f () yL ff'n ,II. Om ~ IL.~ R<~i't<r "r Will, ^tf'7J MARY C, LEWIS FEES I'roba'e. Lellm. Ele. "", _". $,,}40.0_Q._ Short Cerlinea,,,(5 ) . ' , , , _ . ' ,. $____.15_..0_0_ Rellundmion """, -,.,. -'" $---------- X-Pages >; 12.00 JCP -' ----'-5-;00. TOI"\' " $ __ MAY 31, 1996---372-.00. F~d ,."."....".,.,.,"'" Murre1 R. Walters, III, ES~. AT\ORSH ISUP' Ct. I,ll, 1'''.1 248 9 54 East Main Street Ji~hanicsbur~. PA 17055 AlJllRI'SS ~1_H!)J~50 Pllosr no ~~ \l'.i :lJ n', ;:Jr: (" :.r: , :..=.. -< W , c . :.-, '- ~ 'C1 " r) ," ;:-:. ~ -.I Letters and order put in attorneys file in Prothy on 6-3-96 Thi... I' III tt IlIh 111,11 1111 1I1t'JlllllllOllL hill j'l\( 1'1,' "I (lll,1! Hq:l\fI.ll Tilt 'QH:llUllllllll,.I1t ,\111 h!, I";~ It I"~ I , II, " " ,'oj,oI " 1111:11\ ..I .11 .lIh dl,l:. tdto! \~ Ill, lilt. .1', -, ." , 1\1" ., , tllll'! !,'J I" IHI.IIII '" I dUll: WARNING: 1\ Is IIIcgnllo duplic.1lc Ihis copy by photosl,,1 or photograph, hi' loll till' U 1It111.1l1. ~.' (Ill ..".......-........ ,...."'~ ~\1 ~ Offf f-,- ""'~/ 'fr-, a~( ~~"\ffi)\ \~I' . ,J! '. a.. I '.' ~ 'i ~ ~,,' ...,."; -'~1. \, "'-9/,. .'t,\..;;iJ! "'[NI ~\ ,"" .!_..'::!--'!~!!!.-. ..., r.. ,- C' -7 " 0:)..)j'jl i Nil Y\,.\:\' '_'ACl.\\ \ ." ~. 11\ -. ',' \', ~ (, \- "'Ie " \,\, '" I . '-, II-\-' \ Ll~~, \.\;..'-l:.(\\.tl.C'o.~~_"-~ 11",d HI 1:"11,11 .H.d) 'fj~i'" 1),lll' .,"', ..,~\ '.)a.. 111 COl,4MOPiWEALTHOF PENNS'f'L"APiI4. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH .,,,,, ,.. .....I~.UUCI..T............., ~L,n. Iallson Sundn)' ... , FClilo1le '1>1.._........., \IfOtlf..'.I.... - "" UOO[)fIll,o.o. --1-- i Clh. IOMO 1l'!IOI_'H .....:..-. U1T-..u: "'.._ ......"'.....,..~" "Vo(.f0l'Of:a1..-:_.____..............__ ""~"" .....-[XJ r~C - ~ ,~_"',l.J oool"l.......""','...._...___._ , Edith E. Rcnnells ',.,on"".."",r.l.l..""".OOAtU,~~_.c:C'...1 RPI. Austin. PA 16720 ~'OICl1S1'O\1TlOOI."_"'--",,,,,,,,,,,,,, .-- Janson Cemetery 82 'OW Boric, P^ {..OO.,/'or,,,,~" "otC{.O,I.. .-:1 Cumberland Carlisle lIospllnl Carlisle .. .. CI~" II IIf.!.OC-CI,,"ilTlQ't '.......=:.-;.~.::,";:' .. Re 1!ltered Nurse .. Hos ital ;ltC'lll""'''-'-'lOoQilOOItf'',''''_c''''-~_'f-f'''.' OICIOI..', ""U"l IlISo01'oC( .-..........,.. "........... .IOoOOflluYol$'!'''llU,.a. 546 Soulh Ifanover Sl. Carlisle, PA 17013 u. ".'-l!.,\ Cumberland " UT.....'............._l_1 1 Robert N. Innson _OAWAAI .........,1~~ Hnri 118 E. Stm son Uf.'OIOOOf "'011001 .......a c__O "-1I_So...O o....~'" "" 1996 uCl..U......wlN.. .. 012748 L '-~~"?;~'~ .~<Lfi'oo~c;'Wt2 1$ (1:-i<< > l:.H<?"c'N?\ ~ I CUI '01U..\.~',.....(JI.,I....1 ,;t, .~fIO,\,IIolS;cv<-:r;MO;';t;'"lIIT--- . ""I:"I"u~'I...o<IjQS "'UIl,.,OIOIro co...",nOtorC'U\I OIt)(,.11". .......fftOlot.l" fJI'" O"II~''''^,''' "',,~ ~.... ....' --. -- f] -J '"._____ J9t "'''UQf,'<.!V'>. 'l~-"""''''_'""",_, ~~"I"".l ,.. . "'- '" ~ ~, ,~......~.- ~ _w ...c .... c-....I'-.~_..... ." U..''''I..''..,......... 'C.,lT.,..,.-'O""'I.ICIf"'......._.....""1........,__....~.......I...........,.'-'"'''''''..,.....''': ....._,.,...,.--.,.. .........-......... ........_11......._.......... .. .......,...,.J, "~"G''oOC'''''''IIoO'''''CI.",...''''''l....''Y'''''''''''''r''<l'.''''''I'''''''':' _. T.__"'...,....-............_....._..... ...._. .....................I_....~_...'..... 'UrOlCI.LrUUI"fll:COIIIO""1II Oeo ,... ...... "'...-..- ...... .....",'.._......., OI'_~. .UIJ\OCC...... .11...,,,.... .".. ....,"u...~ .~.Io I'" u~..ttll"d ......".'"'...... .'. " Z~':"'~l\:\::~~~~ cl.~ ,a"LO ""1'.'__ \ol.c........c.."..." ""...... .. 171 28 _ 4460 O"llOfltt.f1......._~._, .. April 17. 1996 ".0(1__..._...___.. ,_.. .. -- --. -' "......lIlI1.'U'..._ .....w....."'- o...r...,~~ II Widowed ,1.0....__.. " IIltlte \lIIOYl\<1"Gll'OI,,'I.( .-,.....-- ''''''hi ... 11.11::.......=.:::'" Cnrlt!ll,r .~- ~oc I()oj.c...."-.....,.c- ........AA1U.otIOOl!.IOI'ACIllr. k ? It Summit Twp.rotler Co. .PI\ mo1n- 0 o lOl;;'''W'oIJUf!tft k ....1..\I...II....IO"O..IOOC.lIU..,......<()IilQooI". _0 ,..,.......... ;..---- .---"", ilfvv~ :S'ft!f ....,. OI_......,.....__ca.o.,._... ""'-.........-....._........,....,' . . ;.- , ',"fOl'U\rll' ''''''''''''a10r0000H Cf:"-.:~""^"".Of..c;VI'''(O - ;: ....0 .. _., '~i..\("'"..!!;B_~~ -l. ]O_;:li?o-~"q(,. .-, ~~'i~~~~i'~t--r4z.iio;~T"---- "-J"f,~",p,.~ ..,/ l"r. '-'t~.,.,.,O W,c..c...r .....' "-'1-"1 _O',(Jro"-__p .-1v.L: -~n~t/~ 17o/~ ]::"""".. ~;\\ \q, \(\e\(, .-- _.. '.- - ~ .... ,-'.. 21 - 96 - 432 (')(') "j :0 50" :Om - '. r-. " ('l , - ::t -. "" -< w -, '..: :r.> " \0 -' 9. , .. P:1- ~ -..l FOULKROD, REYNOLDS 8< HAVAS "'_Of'._"lC~"'c.)t. Atu.."....". AND COUf~l:lOf'. At LAw to, PINa: Blfftlll.f PO Du.~g32 HAnnlUlluno, ~r_.'fLv.""", 17108.01iJ32 TU.I[....ONI. (717) 2345-3200 LAST WILL AND TESTAMENT OF MARY I. SUNDAY I, ~~RY I. SUNDAY, of Carlisle, Cumbcrland Cuuncy, Pennsylvania, being of sound <lllll disposing mind, do hereby make this as and for my last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I direct the payment of my debts and the expenses of my last illness and funcral from my estate as soon <lfter my death as conveniently may be. SECOND: (I) I give and bequeath the following sums to the following individuals who survive me by thirty (30) days: (a) Five Thousand Dollars ($5,000.00) to my nephew, GORDON IANSON, JR. ; (b) Five Thousand Dollars ($5,000.00) to my niece, KATHERINE SOLOHON; and (c) Five Thousand Dollars ($5,000,00) to my niece, CONNIE COOBS. If GORDON IANSON, JR., KATHERINE SOLOMON or CONNIE coons do not survive me by thirty (30) days, then the bequest to that individual beneficiary shall lapse and be distributed as part of my residuary estate; (2) I give, devise and bequeath the remainder of my estate, including all property, tangible and intangible, real or personal, owned by me at the time of my death, including all insurance policies thereon, unto my sister, ~~RILLA E. SUIPSON, Page I of 5 P<lges if she survives mt: by thirty (30) days. In lhe event ~IARILLA E. SIMPSON fails to survive me by thirty (30) days, I give, devise and bequeath the remainder of my estate to the following individuals who survive me by thirty (30) days in the following shares: (a) to my nephew, BRYAN IANSON, thirty percent (30%); (b) to my niece, CAROL LEONE, thirty percent (30%); (c) to my nephew, CLAY IANSON, twenty percent (20%); and (d) to my niece, LINDA PRETTY, twenty percent (20%). In the event BRYAN IANSON, CAROL LEONE, CLAY IANSON, or LINDA PRETTY do not survive me by thirty (30) days, I give, devise and bequeath his or her respective share to his or her issue per stirpes who survive me by thirty (30) days. I authorize my Executrix to deliver such articles to which a minor may be entitled under this paragraph to the guardian of the minor or to the person having custody of the minor, or to retain such property until an age at which my Executrix considers it appropriate to deliver the property to him or to her, provided in no event ~hall such property be retained by my Executrix beyond the time the minor attains his or her Page 2 of 5 Pages majority. The receipt of such of the above enumerated persons uS may be selected to receive delivery of such property shall be a full and complete discharge to my Executrix. In the event my Executrix at any time decides it is desirable to sell any property hereunder for a minor, the proceeds of such sale or sales shall be delivered to the guardian of the property of the minor. THIRD: I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my estate, passing under my l'Iill or otherwise, shall be paid out of the principal of my residuary estate. FOURTH: In addition to the powers conferred by law, I authorize my Executrix, in her discretion: (1) to retain in the form received, and to sell either at public or private sale any real or personal property; (2) to manage real estate; (3) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principle of diversification; (4) to exercise any option or rights arising from ownership of investments; (5) to compromise claims without court approval, and without the consent of any beneficiary; and (6) to distribute in cash or in kind. Page 3 of 5 Pages FIFTH: I nominatc, constitutc and appoint my sister, MARILLA E. SIMPSON, Executrix of this my last Will and Tcstament. In the event of the renunciation, death, resignation or inability to act for any rcason whatsoever of ~mRILLA E. SIMPSON, I nominate, constitutc and appoint my nephew, BRYAN IANSON, JR., and my niecc, LINDA PRETTY, as co-Executors of this my last Will and Testament. I hercby rclieve my Executrix from the nccessity of posting security in connection with hcr duties as such in any jurisdiction in which she may be called upon to act insofar as I am ablc by law to do so. I have hercunto set my hand and seal ~ f; , 1990. IN WITNESS WHEREOF, this ~ day of l'// 7/'/1"</ ~mRXi I . ) l . ,;i, /;.J(( ~,,,i,t/l SUNDAY / (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named 11ARY I. SUNDAY as and for her last Will and Testamcnt, in the presence of us who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses: (Z; ,1.,(( Name ,7/1 I . </) r..!~ A ( ,)" / /-1 ',.. I .". / / I ,Ii' r J II} ,'-.1 ((Ii I..: Address ;- ), -(, , 1'1 / ~/l _ 'Name /') , /'~' " / /- >r~. /1(1: .:" #. I.(,.~ ) Address ~J~ I~ AddreSS I ""'7 Pagc 4 of 5 Pages COMMON\~EI\LTII OF PENNSYLVANI1\ ) ) SS: ) COUNTY OF \~e, M1\RY 1. SUNDAY, '! " /) ,:/'.1 . / I ;,', / .' r-":.,' " t.-., II :. r, /,/, ' the testator and the and L AiIA-~ witnesses, respectivety, ~/~ , whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the uudersi~ned ~uthority that thc tcstator signed and executed the instrument as hcr last Hill and Testament and she 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 testator, signed the will as witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. I Testator~)t'l'J .J ./"""/"1 Witness: //1'l.l/'1' /j :~~,t.;;1 residing at ~tF~, //T , . i'", . 'I' 11.,'/...., ',' I. ...... /.. residing at Witncss: residing at /".., -/'" j, / '- (' .., ,- . ~J ('''r "t , /'// Witness: residing at ~".,/,-, 2:' M be fore me by ~:'RY I. Subscribed, and acknowledged SUNDAY, the testator, Ch~(,l,,,( 1\ \(~ \ \ lj I j II \, I I nf' Yo ( 11 \, \ \, \ and subscribed and sworn to before me by \f: I 1(\ \\, " {( V I rl (\ , and ( II, , witnesses, this \ . day of , 1990. I \ ',--- ( I F'\ I. \ Notary i .~.J.;cl Public Page 5 of 5 Pages N.1t,,!ialZ~;J . St.l':'f L. B;u!o..1r.sxi. ~(I~.1~Y Public l'rr'S"urg 03ullh,n Ccunty ,~. I'" ", ., 19Q3 M'( Co~,mis~ic~ c,:p:rcs I'o~. . ~{! { " :;~ r- -;: C' c.": -, - .- C"\ ~ :c .. ~ ,~: l: " b u t\.-' IDa: a: 9~ ..)- _:.25 rJU ~ ~ ~.'.. ii- .J . ~ .. ~... .u 0 ~o:~~ ..il~ ~ ~..... HJ .0: a: < ~ ~] :3~~lii~ !~~ YWdlW:i ... ~~ l::o:o:!h ,.~~~ o. g! ~ OZwxz iel ~ ~~~~~. Olll ::>.Ju": ~ ~w <(~"i5 ~ f:l . ., > lrJ I'l ~ I ~i ~f:l .-t ~ W m ('oj Z . ~ u '~ ~ ~ .., -.. ... .; ..... .. \-<300- ~'1.;t-d990 "\:)Av-.JC5JO~ ....)0,-",,,, c. \ A '< W\o-r - r:r,' - 5 PROPOSAl SUBMlIllD 10 r::!t:VY ,S--;W~ il (f I 54 r;, $, f-I.4roJOv-R. r c:,~ ClIY SIAn AND, liP COOl =:1-1 ~ O^I~AU'>> --..---------.- -- -. - JORl(}(^IIOU --------- ------ - ion' rlioiii---- ---- w.. h..,.by ,ubmll '('''(1111"110"' an,t ",I,mnl,... ffU U>""P(Q.+e \'-1 +Q~r -of+ e,cls'H,,-S 5P.r9~-e .00 P "'bo1~,..J ~ -k>U ':p \A \<.!:. O~ L/ '~:rrt1.c.J e INP- \'.s . -:t,..JS~ 1\ Do,,\:" \.e ?'A ~ ow jp...\J I <.. e.f" D :>. -<; I"'A~ " +Pc- kr.-, +r-SS p 5 0..... eX l/ o,C. Iv, '-f.J... (l)~c:rhf\"""S. CcOmrle~e '--, .s4e+ rOt?{-.....' ~ h 'b ph., ...uor:>r.::> c'" Ie. l,'p" 15' 1:::\ .c.e \),Ur-''Der \~'1y'\'\.4N1; ~S' ']r -h'PV""S>\f't5'S 'C:.~\IN3\a5., €41"'o'>\l",,,, '\:::r:~ e.dS~' Vi",,",,' o....~\1i.yY'l5~ <i....i:) S;'[)I'r-.'), :L;.c.h4\) Nqv-J C~opP"'1 CN=v~ll, "DoO< 18~ -, ? \--\ c., N(\,..J 5eh'~ c:t"':::. lo("J~ ,~S t..\A-I"u~( (!,. ~ '"\r~c:..)c':>., ~A:lse 0 \ d OTr-'0";" kJ Il.vJ ~I',...) $e<'\ \ \I ~r->'1l :s~ps, :s::;....,,~ \ \ Nt....., c-..sb b...,' '-r fore."'- rt'JO-f or' r~-v- o.f hol7"\.C-'~ l<..ef"\CLA? ~\d AV-JN/'~, Gmplek> Il.f <;h,N, Ie, l-5tt NOlf ~ (WN~ (JloJ""':r' "'t'n 'Dr,'? 0 \J ;N+J I Ov~AAtc.5 "IN:) 'TYY C ~ (~I'\I;~j A\. ' ,,y .-- J v",""o.,Jv"",- ~>t-krs (irJ ::>"'(.l.)~ "-NO ?,rl..'-". ~'D r,~S 4-roCAk, c..1..l2"'..... -~ o.--.b \ro..v \ ~ 0..1.1 c::t \1 '010 re. \ o-r\- ~.v c> 0 lo I' I' ,>, A" ( A..\oa; '" 1,- -..J'" ,... I' d " ~ wlltl "\'In"" 'f"'(II.!"lin"' 'nl Ihp \um 01 We Propose h."b.. 10 fu,nit" mot..,iO ond Inbn, romp ..,.. '" 0((0. n ( '"4>Q ~,..I}- ~.~.ni)'" Corf\fLe.-~cl..__dDIlD" IlplOO oe> ____I Poy",.ol 10 be modI!' 0' lollow, ~ I \ ~ V ()!J r(\U? 'T,U<;-}-* G1fO All ",olp"ol It Olln,""",,,d In .... 0' ,,,,,,,1,,,, All _tl'" 'n tll' fo"'rl..IM '" II "'0'''''''''' I.,". ",,0"'"" ort".d"'q 10 ,to..rt".rt l"Oflo,., A,,'I' ,,11"0100" A. d".,,,""" I:,,", Ill..,;" I i.. '."0 u""" ....11 h. ,..tu,.<f 0..1, UI'''" .....11.... ",""., n" 'r.I.I.eo",,'" .....0.. " h .. e"o " .... ..,.....",. All ..q.........I' fO..'..'q...., _.11 bPI""'. on ...," I "'0' ".... n" .. I' , '0, .... -',1." h.,o"" flVl ,"...."t 0..."" 'n 10"" ".. '0''''''1'' ur'''' ,... ". "H'""" ,. (J o..d 0''''''' n.c.""'" ""U'(Inc. ^u'''n,i,..rf nA{~ s,qnnIU'''~----------- Plo'" 1h., r'''rn,n' mn, hI" ":l.. I wl'''"hown by u' II no' ou..plPrl w,I...."~ _, ny' 001. 01 Acnp1onc.. ~ .;1-9 & "_'"J;!)I ""rU.!,.( ~- !t.qnnlu,. Acceptance 01 Proposal .lh. ..... .'"., or''''''.'''"' ".... to.....1;"", (I'. '01"1",,('.,, ".... ".. ".,.h, ,,,,.ft,.... "fl" "... nu''''''''''''' 10 do I.... ....,... "' ,,,,,,.I.,,rt ,,(1,_...., ....11 b. "'(lot" "' nu.I........ n".... - n, ',' ; , '97 .Jul. 2Ij'\ 8 :16 CIt: CUI,: '" I"', III .. . l:i~ ~ ~ :l :: s:: ~" .. U c ,- .- t/l~ ~ l"'. mJ:l ~ ~:> t/l ..~'" f-4 <~Gl~~ II .. - Jt? ~ Q.e ~ II . .>l ~'" S l! o-l>l ;uu>o 5~lh! a~.m .. P-ot/l H:I:t/l 0 '&1 >s ".- ~z ~gfi '0, u ' ~ oC Z 0 - c CD.c ~ g'..~cs'i ~ z Co.- ~ j E ~ ~~H O~ ::&'i =E1ii~cl:i P-ot/l r-J ~g;P-o :10" =lll.!!!'-~" _ H D~~ ~ II CICCO o .:> ~ . _ l>" , -5!5i.5! ~ ~ z i m ~ '" ~~~ l:i~~ ~= c OJ Z -" ..~ ~ ~ i -:J- H oC:o.8~1ii ~~ ,,- 0 ~ I<< I .- '''h:~ . Z a o H '0 :; 'g~i~&-s II: II: .. f:;l88 ~ HHO CIt.,D ~ ~ .J 0 a: ~~u .u- e u c ..... e " e:: W ~ · II 0- .... e rQ 0'" Q)'- n 5~U 'i'Eii .,-'= c:'" 10 II: " \ gjuS f-4 s::c."':l_"~ ~ ..l:l~ _0 '_"EOO'" n: u . - :I u_ 1II "'" c: u CD t/l N ::oliit: p:: ~"'J:~~c :J '" u ~~~ . CP......d H _ Q) C >'- ~ .. ~ ~ De- I<< .. EO" .. c: c! :IE ,,_ :I .r:.._ u"m IV._ ~~ z~~ i"":....(/toE~ C1JO - - .- - - 0 T) "(;j 0 ~CJO H CJ t:ti;....=.u i58~c;~ ..li!\l~.... OJ '0 - .-a;.z: 'i =:is'8-u9.c " . MURREl- R, WAl- TERS. III .. ATTORNEY AT LAW a. EAST MAIN 8iREET M!CHANICSDuno. PENNSYLVANIA 170'1S . Ammicllll Express - savill~s cel'tilka\l! 1I0008.0!)li:3.0428-1i Ammicllll Express. 1100 11.501i!).285(j.1 Amelicllll Express. 1100 I 4.,1059.0100.1 AmeliclIll Express - annuity 110930.0187 .8215.!l Amelican Express - annuity 110930-0 189.5:356.0 Amelican Express - annuity 110930-0 l!l6.3756.8 Amelican Express - annuity 110930-0211.3803.5 Amelican Express -lInnuity 110930-0215.3034.8 Amelican Express - annuity 110930-0233.2325-4 Amelican Express -lInnuity 110930-0189-5357-8 Amelican Express - annuity 1I0930-02l5-3383-9 Amelican Express - annuity 110998.7115.7795.2 Amelican Express - annuity 110998.7107.6193.8 Jewelry - pel' apllraisal of Line & Line GROSS ESTATE ASSETS 2,li48AI 59,522,87 3,25:3.65 38,861,83 41,5l2.23 26,023,38 50,648.45 3il,441.4l 22,426,17 3,500,00 5,000.00 l5,OOO,OO 2,500.00 125.00 $474,055.07 DlSBUHSEMENTS Accountant asks credit for the following monies paid out: Hoffman.Hoth FUlleral I-Iome MUlTel It Walters, III, Esq. - attorney fees Probate Fees Cumberland Law Jou\'Ilal - estate notice publication The Sentinel - estate notice IlUblicat.ion $ 644,00 8,400,00 500.00 60.00 . . 74.71 OJ! i' Linc & Linc - jcwclry IIJllll'lIillll1 35.00 Chuck Blickcr - hOllschohl fUl'I\ishings IIJllll'lIisal 60.00 Carlisle Hospital- mcdiclII 102.32 Darlcnc Moycr, Tllx CollectOl' - rCIII cllllltC lllx 449.29 MalVin Wood - lawn carc 75.00 Carlisle Borough - water scrvice 26.02 Arnold Fuel Oil- heating oil 203.60 .' United Telephone l09.05 PP&L - electlic servicc 68.00 Weis Market Phalmacy - prescliption 66.89 Pennsylvania National- auto insurancc 79.90 Readers Digest - subscliption 20.96 PA Department of Revenue - inhClitance tax paid 69.493,68 TOTAL DISBURSEMENTS $ 80,468,42 RECAPITULATION GROSS ESTATE ASSETS $ 474,055.07 LESS: DISBURSEMENTS 80.468.42 BALANCE IN HANDS OF ACCOUNTANT FOR DISTRIBUTION $393,586,65 ., .--- +-.....--- ;--7'-' m. \ , lot,. i .. i TOR DATlS OF DlATHAnEA 12/31191 CHlCK HEAl INHERITANCE TAX RETURN WO~~;~yU~:~DIT IS ClAIMlD I I RESIDENT DECEDENT IFill NUMBlR ("(0 BE FILED IN DUPLICATE :~1-<J6-()1t3:~ WITH REGISTER OF WILLS) lcoorm CODE ".' VEAR UIf!tlINI ~(()Mrllll AUOllB') 51,(, S. IInnover St. CadiHle, PA l7r)1,] C,,",' Cunber1,nnd . m ['MO""'~ICl~"~"~'~'''''U'''O'''I. -------- /S' REV ,~OO (k. I' ~"l ~:~'..,il 1)4,. .\:(\ -> ! J (OMMONW(Al1tt Of rHm\YlVAtHA OEPARlMINl Of R(....HlUl O(Pl 180bOl 'IARA~!lBURG. _PI. I_~ I_~B ,0601 OtClO(NI) "AMI IlA!lof. flR!>l, "'40 MlllOI! ItllllAIl Sundn". ~1nr~1 I. ;~';' ~1~U;;~~:~~-;~_~ ~ _~-r;: ;~o~ ';'~ (, r:; if;;"; 11, ,,' ...""."""....'." "0""::''':''_ '-'" ."". "'" .., ", \,U("~ "'0'''' "u.,.. !Xl 1. Original Return I 1 2 Supplomonlol Relurn [J 4 limited Ellale I ] 40. future Inlerell Compromiu, (lor dale' 01 death alter 12.12.821 06. Decedent Died T"lol8 [J 7. Decedent Maintainod Q living TrUll (Attoch copy a' Will) (AUach copy of TrUll) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. .. % w c w U w c ... .. ....'" ua:lIIl: ..."-u :cco u"'~ ,,-'" "- .. , .. "'% ...... "'c "'% S~ 12. Net Value of ellole (line 8 minus line 11) 13. C"oriloble and Governmental Bequ8lls (Schedule JI 14. Nel Value 5ubjetllo Tolt (line 12 minus line 13) IS. Spousal Transfers (for dolos of dealh alter 6.30.94) See Instruction, for Applicable Percentoge on Ravone (15) -----. Side. (Indude '\Iolu.s from Schedule K or Schedule M.) lb. Amount of Line 14 taxable 01 6% rate (Indude ..,clues from Schedule K or Schedule M.I 17. Amount of line 14 laxable 01 15% role (Indude value, from Schedule K or Schedule M.I '8. Principollolt duo (Add lox from lines 15, 16 and 17.} 1'9. Credih Spousal Poverty Credit Prior Paymenh Di"ounl +~~,r),n(kO(L}J7.50 .nCl_, NAME Hurrel R. \~alters, III, Es(]. % c S => .. c:: .. U w '" 1. Real ellot! (Schedule A) 2. SIOC~' and Bond, (Schedule 8) 3. C1o,ely Held Stock/Partnership Interesl (Schedule q A. Mortgage, and Nole' Receivoble (Schedule D) 5. Ca,h, Bonk Depo,iU & Miltellaneou, Personal Property (Schedule EI 6. Jointly Owned Property (Schedule F) 7. Tran.l". (Schedole G) (Schedole II 8. Total Gran Auets (Iotolline, 1.7) Q. Funeral e"'pen,e" Adminiurotive Co,u, Miscelloneou, Expen,e, (Schedule H) 10. Debts, Mortgage liabilitie" lien' (Schedule I) 11. Total Deduction' (Iotolline, Q & 101 (' ~ I() 5 . / / NUMBER 11 3. II 5, 1 _B, Remoinder Relurn (for dale' 01 dealh prior 10 12.13.82) Federal Eslate TOA Relurn Required % co !;i .. => "- '" c U K .. .. T otol Number 01 Safe Depo,il Bou' (OMPllTE MALI lUG ..OORUS 51, E. llain Street llechanicsburr" PA l7055 (11_,__1?D,79A.-',5--- (21 ,____ (i,])L:!,!L--- (3) _ ______-= r)-=_____, (4) _ ________::-_0.-:_ _____ ( 5 )__ ~4 6 ,2.~_~ !_!'L ,- -0- (61------------,-------.--'---- (7) ______'n _.,.0"'-------- (B 1 . 474,'155,f17 (Q) ________,'L,n 3-'~1____ (10) ___,l~, ~~,L.D3____ 25,3?4.7'1 __,4~fl., 7)0.33 -0- 44R,73().J1 (11) (121 (131 (14) x = _______~_-. . "__n_ (16) ,_ _______ (171 ._~ll~, 73(). :\3 . ,06 = ---~--------~ . ,15 = 67 3f19,54 ----_._-,-_._~-------- _._---~----- (lBI 6L_3D<t~~4- Inlere,t (19) _ n6R,?.?Q ,O!l" , -- (201 ___ ___ 94 ()..4 6 _ _____ 20. II line 19 i, grealer Ihan line '8, enler the difference on line 20. Thi, i, Ihe OVERPAYMENT. a 0 ,tI:rn.. il.U...ATj'I'.'U'. ('I'I'I.lllhl~...'1 rtr.r.lr.'IlII'I"'I'la'l'J.lJ:!:.l'."N'1 21. If line 18 i, greater than line 19, enler Ihe difference on line 21. Thi, i, Ihe TAX DUE. A. Enler Ihe inlere,t on Ihe balance due on line 21A. 8. Enler the 10101 of line 21 and 21A on line 218. Thi, i, Ihe BALANCE DUE. Mak. Check Pavabl. 10: R.glst.r of Wills. A~.nt ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ U~de' pnnoll;e. 01 perjury, I deda,e ,hall ha'e ..ominod ,hi, ,e''''", ind"ding accomponying "hod",., ond,'o'em.nU, ood 10 ,he b." 01 my knowledge and boliel, It I' true, corred and complel.,. I declare Ihol 01\ real c,lote ho' been reporled 01 !rut' mOf~cl ...alue OeclafCI,on 01 pfepofer other thon Ihe personal repre,enlative i, based on 011 informalion of which preparer ha, ony knowledge ""...iU"-O""'Oll ""011"""0'''''''0 ,i',UiiT'''' -.oli.,,' - -' - .- RD1-- . --.. 0.;,--------- ~~:~'" '(.~_;-___'-ib;.~f!--'. __ ___ _ narilln E. Sil'll1son Austin, I'A l672r) 'L' it;,~' 7 "G"~i/~~;'(IPAIILil/O~(.J{'.~:: :1:;"IH1."" _. AU:~(~~ 6AfiZ--~' ~_._~- '~-I------. rf1t-'l- /;",,_',_ 11urrel R. Halters, III, Es'1, 7 51, E. 'lain St., 'lechanicshurg, PA 17r)5'i 1211 121A\ 121B} Act #48 of 1994 pFovldel faT the reduction of the tax rotOlimpoled on the net value of transfeTI to or for the ule of the Ipoule. The Tatel 01 prelcrlbed by the Itatute will be: . 3% (.03) will be applicable for eltotel of decedents dying on or after 7/1/94 and before 1/1/96 e 2% (.02) will be applicable for eltatel 01 decedents dying on or after 1/1/96 and before 1/1/97 e 1% (,01) will be applicable for eltatel of decedents dying on or after 1/1/97 and before 1/1/98 . Spoulal tranlferl occurring on or after 1/1/98 will be exempt from Inheritance tall. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. YES NO 1, Did decedent make 0 tronsler and: x o. retain the use or income of the property tronsferred, ....................................................,.. x b. retain the right to designate who sholl use the property transferred or its income, ............... x X c. retain 0 reversionary interest; or ..,...............................,................................................ d, receive the promise lor life of either paymenls, benefits or careV ,..........,.......................,... 2. II death occurred on or before December 12, 1982, did decedent within two yeors preceding death transfer property without receiving odequate consideralionV If death occurred ofter December 12, 1982, did decedent transfer property within one year of dealh without receiving odequole considerotionV..., ......."...,," ..,............."",....,"" ......,..""..",..."""....,"" ,......."... 3. Did decedent own on 'in trust for' bonk account ot his or her deathL,.........................,......... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST CbMPLeTE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ,j ~ ...... c_ ~ N (.!1 :_J , 1....1 _, I' I c.~ ci:- ,,- p, .,. c: "":.> UU X x .rv,uon_. 111 11\1 ~1&1& COMMOUwrMll1 of rltlll!oll\o'^'II^ IIllllRIIAtu:r fA.. IUIURII RIS!DltIlUfClllltll SCIIEUULE A REAL ESrME hiAiE OF rilE NUMBER _ Sunday, ~lat:y I. ~ 1-')(,-'J/dZ (P,op"ly 101",ly-own.d wllh Righi o'5111vlvnnhlp 11I11" ho dl.do..d on 5,hodlllo FI All .001 0",,10 .hollld h. ..poll.d ol'olr n'ol~" volu. whl.h II d."".d o. th. pfl.. 01 which pfOp.f'Y wnu'" h. ...hollg.d bolw.." 0 willing huy., ond n wll""g ..11." ".1110.,10.1"9 comp.lI.d to buy or ..II, balh having ,easonablo Icnowl,dgo or Iha relevanl rnels. ITEM NUMBER Ilf5CnlrllOll VAlUE ^' DAlE OF DEAHl llR,699,/,5 1. S/(' S, lI;mllv,,!: :H. Carlisle, I'^ Net sale llt"i.l'l' to e",-\ ,I. 1l1'^'II"plll I, EmU'! II. 1J('^ns~rlo 2. Re(llllll .frolll reLainpd "!l('!:ml Z, 1)95. no TOT^l (^ha ,."IN on linfO 1, Rt'copillllllli()nl I"rnn,,. _p,,,,. i( ",.,.",..1. j." .r ."ld,lj.."..f\III."h fl' \fUlI" \i,,. J s 1/.'),7<)/,.1,5 I(V I~O) rx, It ""I ~ 'j \I '1',~"J, .~ . ".J.- (OMMOUWrMIII Of trtIU'irtVMII^ Itlll[lUIMlCf l^~ Il(IlJAU RUIDWl U1((lI111I EsiiiiEOF ,:~, ~-~ SCIIElJUI.E B SIOCI(S ANU f.IONlJS rIIF.iiliMIiER SundllY I '11lL'Y I. :' l-lJIi-I)/,]?' . . _ n . __+__ u, . (All properly lolnlly~owllad wllh Righi 01 SUlvlvonllll' mu,,1 hn clltrln'l'fll nn Sdlollule F.I _...,..._.,,_ _.0._____"0 IlEM NUMRER VAlliE Al lJAlE or ilEA'" IJ[S( 1111'1101 1 l. DlIf)lICflnC I.LghtlnJ\ (III)I~) nlnek ' :'/,1) nhlll"l'f1 6, :1:11. 20 tOT^1. (^I'" .."I.., ,-" Iill" 7. P.f'II_~nrillll!llinn) sli,:l11.20 11\11\01"'11"1 ~ -. ~.- "; ~ \ SCUEDULE E t.!ti~(\ CASIl. BANK DEPOSIlS AND . ......I:r-- COMMOIIWI'"" Of ,ltlt"'tv""^ MISCELLANEOUS INWII~r..WM~fmRlI___,__ _PERSONAL PROPERT~__ _ .,_ .~lo~lo I'r!nt~ly.Eo . _____~~_ ____.0.. _ -- filE i,jUMBER------.-- - i'l-%-O/di' ESTAtE OF Suntlnv, Hary I. -----....---- jAil pl.p..,yi~lly:~~.i ;;ilh_~h;iiig~'~i 5u;~i~;';j,i" "w;; i,; dl"i;;..i "n 5d...iul. h - ,- . - ... ITEM NUMBER 1. 2. 3. I,. 5. 6, 7, 8, 9. lO. 11. l2. 13. 11,. 15. 16. 17. l!l. 19. _._---.---~-- VALUE AT DATE OF DEATH DESCRIPIION ----..-------------- -------- - 3,81",.27 Farmerfl TrllBt - <'l1l'ckilll', 11',1,111';11 616.75 Fnrmcrfl TruBt - r;avlllgr1 IIl-'1111f\'IO i'II,75J.OO C:tsh _ rOlllld i.1I !;arl' <1l'po:dt hox 1,2'jO.OO Trnvc1crfl Cl11'ckR ^mcric:m Exnrl'flfl - l11lvln,~fl cl'I'Urlcatl' noooll-Oq6'1-0~~II-J 2,61,11.1,1 ^mericnn E:01J"l'flB - /l001.1-JOJIJ-:~IIJ(,-1 J9,522,87 3,2J3.65 ^meric:tn bxpre!l11 - POOtll-/,OJIJ-OII)O-l 38,861.1l3 American E l{\J r efJfl - :mlllli.tv 1/01,J'\O-IJ1117-8215-9 ^mcl'iclln Exp,.pn:; - Illllllli I", /l0'I'Io-ot89-J'IJ{i-1J ^mcriClln ExprcnH - llllnlll t., 1/01J'IO-IJ1IJ6-3756-11 ^meric:ln EXP1'I'flR - :1l\llll t t'; /lOIJ'IO-Oi'11-'1BOJ-J ^ml'ric'nn EXll1:PBH - :11111111 t " /lOIJJO-IJi'15-303~-1I ^ml'r.ic:ln EXPI'CBI1 - :1111111 i I '1 /l1J'no-oi' '1:1- 2325-" ^merielln EX.lll:e~B - :111111111" /lOIJ]IJ-O!1I9-J'I57-11 111,512.23 26,023.38 5IJ,6/,8./,5 31" ,,/,1.1,1" 2/.,/,26,17 3,'j1)0.00 5,(1)0,00 ^medenn I~X1l1:Cfln - nnn1\lty PO')30-1)215-]'183-<J ^mericnn EX1Jt'I'Sfl - n11n1\itv 1/0998-7115-7795-2 ^medenn Exi,l'esn - nn111\i tv /10998-7107 -(,193-11 .JCI~clrv _ per nl'1'l:nlnn1 or Lilli' F. Line 15,OOO,IJO 2,500.IJIJ 125.0IJ 7,000.00 Ilotlschohl rUI'Illnhingr1 - pcr :1I1prninnl or Ch1\ek lIr1.ekl'r .. - + --- ----..-----+ - S 3/.6 929. I,/. "_.. __ .1... ...._.__.-__ . -------.-......--- .-- lOlAllAho o"t~r o,,_lino 5, Rocapitulolion) ------- -' -..- IAIIII'!. ",Mil;,,",,1 RII," )t II" ,Ill'"'' if ".",.. 'rmf' i, "fled,..,) UlMPAOtIW(o\lIlIOr rfllll'fl\'^III^ 1I111(1l1l^"U '^~ "(1lI1l11 A(~ml"l 111((11"" fSlAlfof=~'~~=' ~-"=~,~ --~ __ ~ Sunday, l-tary L. ITEM NUMBER II"IUI'III'''I I~+i~ SCIlEDULE It rUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. P,lnt or Tvp. I rilE ;iUMBE:;~9:_~/::~==~== AMOUNT UESCRll'lIotl A. Funeral EKponsos: B, 1!1lffl1ll1ll - !loth F\lIl(,!-,,1 1101111' (,I,I" Oil Adllllnl.lrallv. Co.h: rellollllce,l I. rcnonal Rcprcsnnlnlivr. (nnlllli"ioll\ Social Sccurity t-JumbN of 1I01\0llnl R(!IJlCJScnlulivr: Year Comminioll\ paid 2, Allo,neyFee. f'lu,.,:el!l. \'/alters, III, En". 8, I,'lll. IlO J. Fnmily Exemplion Clnimont Addlcn 01 CloirnulIl 01 dcccd,.nl's lIeul" d. C, 1. 2. J. d, 5, 6. 7. 0, Rnlolion\llip SI,ee' Adel,e" Cily , Slnl,. Zip Code 5()f),IlO Probole r ce\ Mlscollaneous EKPCfUCS: Cumberland I.m~ .Jourllal - ell!:a!:e Ilo!:ice ll\lhlJ.cn!:ion (,Il. Illl 7/,.71 The Sentinel - en!:a!:e notJ.ce lIuhli.cn!:ioll Line It Line - ,jeHell"V :lllPl-nJ.n:ll :lS.Ilf) Chuck Ilric\ter - hllUSl'holr1 fllnd.nhi.ng - nllprnJ.nnl ('1l.IlO ,_.___..~_.._ M___ TOTAllAho o"ler on Ii... 9, Rotopilulolion) s 9,773.7l .--.---.---.---- (11 ilia'. 'p"CO I. no.dod, "....1 nddlllonnl ,hee" 01 .ame .lIe,) "VltU'" II'HI S\.llt~..o.: ,~~~~' SCUEDULE I DEBTS OF DECEDENT, MORtGAGE LIABILITIES AND LIENS (n..U.AI'II....., 41111 III rtllll"l~"tll" 1I1I1(.IIMI("IAl.tmlll "'111'111111111'1111 m^,rOF---=='~~C~~"O=- : Sundny, tlnri I. ----"- ITEM NUMBER ------.---- 1. 2. 3. 5. 6. 7. 8, 9. 10. ll. IlESCRIPIIOIl Tri-Stnte Contrnctino.. In<:, _ disllutel! clnim ror hn,l,nncf' or \JOrk on r,nrnp,f' _ nroof; of c In im 0_1 (lit hilt iBBIIl'B IInrf'BO 1'1e,1 Cnrlisle HOBllil'n! - ml!,lI.cnl I,. Dnrlene Hovel., Tnl< Colll'c['or - ,"('nl l'Btnte tn)( Hnrvin Hood - I :II~n C:ll"" Cnrlisle \lorollf~h - \lnte'. !H'I:vlcl' Arnold Fuel 01.1 - 11l'ntllll~ 011 United Telephone PP&L - electri<: service \~eis ~lnr.keL I'hnnnn<:y - nt"l'Bcri."ti on pennsylvnnin Untl,olln 1 - auto ill!lItrnnce Renders Dir,est - SlIbB<:ription rl.a.. r.lnl or Typ. \ riinj~?tn!~;~~ ;~;:_- - AMOUNT 111,350.01) 102.32 1,1,9.29 75.0lJ :!6.02 203.60 l09.05 611,OO 66.B9 79.90 20.96 _._._---~ - _._________ ,,___ _" __ n_ lot^l (^ho I'nlrl on lin" 10, RNnpilulnlinl'1 s 1~,~5l.03 -.-- --- _._.__.-.._---~. '-'---'---- . (If IlIn',. 'IH"'" it II,."rI,...', im,.,r ",1",110111111 du."h n' ,nnt,. ,ilt' , , . IIV"I\IIIUI'I I _.- - .....---- rilE tlUM8ER SCHEDULE J BENEFICIARIES '~ '!~~~Js ((It,,lI~I1I/....I.l1l1 III t'!lI1~11 /"'1'" 1I111unAII(I IAI IIIUIII IUlllIIUIlIU(lllll ESf^TE'OF~~~~~.' .--"- __ ..._. .n__ .-.------- 71-%-0/, :17 Sunday, 11a ry I. RElAlIOtlSItIP AMOUNT OR SIlARE OF ESTATE ITEM NUMBER NAME AND ADDRESS OF 8E1lEFICIARV A. tnwhlp. n,,'luP\!': $J,1l00.IJO ncphc\-! '- Gor,lun \:,IIUllln, .11". <JOG Foxd,II\C' 1.:111(' llalti.lll11re, 1m :'1:'1.1 nl ('('C' $J, (1)0. 00 I.. Connie Cllllb!l BB7'i Talllebinl CollI"lbia, 1-11l n I.pe(~ t.:l"., Allt. f: 1.10/,'i $J, fJOO. 00 3. Kather.l.ne Sol""10n 17/107 !T. 2l!lt Place Phoenix, ^Z B'i1l1.1. Haril1a E. Siml'!lon RD I AUfltin, P^ IG7'l.O r.l.!lter r.er.idue I,. ~_._----.-.._-- ---.-- AMOUNT OR SIlARE OF ESTATE ..-------. NAME AND ADDRESS OF DENEFICIARY .-......-..---..... ITEM NUMBER B. Churilnhlp. "od Gnvl!fll111f'!l1lnl RfltlUf'\h: '- . . .-- ---- TOTAL CItARITARlE AND GOVERNMENTAL BEQUESTS (Aho on'.' on I;"" 13, R.to";,,,ln,;on) s -- .__.~._-_. --_.--- -- .. .....----- -...-----.--.--... -' ..... --...-- .-.-. tlf mOlO space 1s needed, Inle,1 additional ,haels of tome tbe) I." :(.) /1 BUREAU OF INDIVIDUAL TAXES INII[RJlANC[ tu DIVISION D[Pt. Z80&01 HARRISBURC, PA l11Z8-0&01 COHHONWEALTH OF PENNSYLVANIA DEPARTM~NT OF REVENUE NOTICE OF INIIERITANCE TAX APPRAISEMENT, AllOWANCE OR DISAllOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX HURREL R WALTERS 54 E MAIN ST MECHANICSBURG II I ESQ DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN PA 17055 05-05-97 SUNDAY 04-17-96 21 96-0432 CUMBERLAND 101 Anount Reni H.d L> ~*' 1I,.lh'" ". 111.111 MARY I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifEV:i54i-EiCiiFji-fo3":9:(j-NCj'ficE--Oj:-ytiHEiiiTANCE-YAX-APPRAisEHENr-;-iiLi:OWANCE-ifli---m--m------ DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX ESTATE DF SUNDAY MARY I FILE NO. 21 96-0432 ACN 101 DATE 05-05-97 TAX RETURN WAS: I ) ACCEPTED AS FILED ( X) CIIANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R.al est.t. (Schedule AJ ell 2. Stocks and Bonds (Schedule 8) (2) 3. Closely Held stock/Partnership Interest (Schedule C) (3) 4. Hortg.gas/Hotas Receivable (Schedule OJ (4) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule EI ISI 6. Jointly Owned Property (Schedule FJ C&) 7. Transfers (Schedule GJ (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ad... Costs/Hlsc. Expenses (Schedule HI (91 10. Debts/Hortgaga Liabilities/liens ISchedule II Cia) 11. Total Deductions 12. Net Value of Tax Return 13. Charitabla/Governnental aequests ISchedul. JI 14. Net Value of Estate Subject to Tax 120.794.45 6.331.20 ,00 .00 346.929,42 ,00 .00 IBI 9.773,71 1.201,03 I1ll 1121 1131 114l NOTE: To insure prop.r credit to you~ account, subait the upper portion of this form with your tax paynent. 474.055.07 10.974 74 463.080.33 ,00 463,080,33 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. Anount of Line 14 at Spousal rat. CIS) 1&. Anount of Line 14 taxable at Lineal/Class A rat. (16) 17. Anount of LinB 14 taxable at Collateral/Class a rate (17) 18. Principal Tax Due NOTE: TAX CREDITS: PAYMENT DATE 07-16-96 RECEIPT NUMBER AAI46525 DISCOUNT (+1 INTEREST/PEN PAID (-) 3.421.05 .00 X ,00= .00 X .06= 463,080,33 x,15= (18) AMOUNT PAID 65.000.00 INTEREST IS CHARGED THROUGH 05-20-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE, INTEREST AND PEN. TOTAL DUE ,00 .00 69.462,05 69,462.05 68.421. 05 \,041.00 31.63 1.072,63 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN SI. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TillS FORM FDR INSTRUCTIDNS, 1 I' ~...~. ..~.., ., ~'...., .,'~ ~ .. ~.... ~~ ... ,~. .. " ~, ...~ .,.~.,. " ~ ~.... " ~~,~.... In .......I.n .r ..j....nl I. CI... · (e.ll.l.r.ll b.n"lel.rl.. ., Ih. d.e.d.nl "I'r Ih. ".lr"I.n ., .n. ..1'1. '.r II'. .r '.r ...r., Ih. C."on.""h h"'b. ...r...,. r...,... 'h. r/.hl .. ...r.I.. and ...... 'r.n".r Inn.rl'..e. I.,.. .. 'h. I..'ul CI... . le.ll...r.11 r... .n an. 'ueh 'ulur. In'.r..., PURPOSE OF HOJJeE: I. 'ul'lll 'h. r,,,,'r".nl. ., S.ell.n ZI.. ., Ih. Inn.rl'..e. .nd E'I.I. r., 'e.. 'el ZI ., 1995, (7Z p,S. S.ctlon 9140). PAVHEHrl D.I.eh Ih. ... P.rll.n ., Ihl. H..I.. .nd 'ub.11 .I'h '.ur P....n. .. Ih. .'.I.I.r ., Wil,. .rln"d .n Ih. r'..r.. .Id., "H... eh... .r '.n.. .rdor ....bl. 1./ REOISTER Of" HILLS, AOENT REf'UHD (eR), · r.,und ., . I., er'dll. .hleh ... n.1 '.......d .n .h. F., ."urn, ... b. r"U"I'd b. e.'."'ln. an "'.Plle.ll.n '.r ."und ., P.....I.anl. Inn.rl'.ne. .nd E.I... I.," (.E'-1313), 'P.lle.ll.n. .r. ...II.bl. .. 'ho D"le. ., 'h. .'."'.r ., Will., an. ., 'h. Z3 ....nu. DI.lrlel D"I..., .r b. e'llln. 'h. '..el.1 Z'.h.ur .....rln. ..r'le. nO'b.r. '.r '.r.. .rd.rln., In P.....I'.nl. 1-....3.Z.Z.S., .ul.ld. P.....I...I. and .I.hln l.e.1 H.rrl'bur. .r.. (717) 7.7...... IDD. (717) 77Z.ZZSZ IH..rln. 1'..lr.d Dnl.', OBJECTIONS, An. ..rl. In Inl.r..1 n.1 "II"I.d .llh 'h. .p.r.I....n.. .11...ne. .r dl..II...n.. ., d'duellon., .r ........nl ., .., Ilneludln. dl.e.unl .r Inl.r...) .. .h... .n Ihl. H.. Ie. .u.. .bj.e. .llhln '1,.. 1", d... ., r.e'I.. ., thh HQUe. by: 'DIlIH lSrRAU\IE CORRECTlOHsr ...rlt'.n pr....t t. Ih. P. D'..r'..n. ., ....nu.. '..rd ., .....1.. D'Pt, Z.I'ZI, H.rrl.bur.. P. ...I.etl.n .. h... Ih. ..t'.r d.l.r.ln.d .. .udl. ., 'h. .eeount ., Ih. ..r.on'l r..r...n'.tl... ...PP..t to the Orphan., Court. OR 171zaaIDZI. OR F.e'o'l .rr.r. dl"."r'd on 'hl. ........nt .hould b. .ddr....d In .rl.ln. 1./ p. D'..r'..nt ., ....nu.. 'ur... .F Indl.ldu.1 T.,... 'TIH' P... ........nt ...1.. Unl., D'Pt, Z....I. H.rrl'bur.. p. 17IZ.....1 phon. (7171 7.7-.S.S, S.. .... S ., 'h. b...I.1 "In'lruell.n. '.r Inn.rl'ane. F., ..torn '.r . ."'d.n. D.e.d.nt" I.E'.IS'I) '.r an ".lan..I.n ., .d'lnl.lr..I..ly e.rr.el.bl. 'rr.,., DISCOUNT: I' "y .., duo I. p.ld .I.hln Ihr.. 131 e.l.nd.r '.n'h. .'I.r 'h. d.e'd.n... d'.lh, . ".. p.re.n. IS~) dl.e.unt ., the tax PaJd 1. allowed. PENALTY: Th. lS~ t.. ......y n.n...rtlelp'.I.n ..n'I'y I. e....I.d .n 'h. '.1.1 ., 'h. ... and Inl.r... .......d. .nd n.t ..ld b".r. J,"".ry I., 199.. Ih. 'Ir.t d.y .".r Ih. .nd ., Ih. t., ......y ..rl.d, Ihl. n.n.p.rtlelp.tl.n p.n.lty I. .....I.bl. In 'h. .... '.".r ond In tho Ih. .... II.. p.rl.d .. ..u ..uld .....1 'h. .., and Inl.r..t that ha. b..n .......d a. IndIcated on thl. notlca. JHTERESh Inl.r..t I. eh.r.'d b..I..ln. .I.h "r.t d.. ., d'llnqu.ne., .r nln. 191 '.n'h. .nd .n. II) d.y 'r.. 'h. d... ., d".h. t. Ih. d'l. ., P.Y..nt, I.,.. .hleh b.e... d.lln.".nl b".r. J.nu.ry I. 1..Z b..r Inl.r..t .. 'h. r... ., .1. (.~) ..re.nt P.r .nnus e.l.ol".d .. . d.lly r.l. ., ....1.., "1 '.,.. WhIch b..... d'lln...n. .n .nd .".r J....ry I. 19.Z .111 b..r Inl.r..t .t . r... Which .111 '.r. 'r.. e.l.nd.r Y'.r I. e.l.nd.r Y..r .I'h 'h.. r... ,"""""e'd by 'h. P. D'..r".nt ., ....nu., Ih. ...lle.bl. In'.r..t r.I.. '.r 1..Z Ih'ou.h 1997 .,.: !!!! Int.,.... Rat. Dally lnt.,...t F"cto,. v.",. Int.,...t Rata Dally 'ntar... r"Clor - 1911 20:( .000S48 1981 9~ .000141 193] 16;( .000438 1981.1991 11:( .GD03Dl 19'" II~ .000301 1991 .~ .DDal41 1915 13~ .000156 199.5-1994 7~ .000191 1916 I'~ .DOOn4 1995-1997 9~ .000141 ".Int.r.st J, calculatad a. lol1o..u INTEREST = BALANCE Of" TAX UNPAID X NUHBER Of" DAYS DELINQUENT X DAILY INTEREST f"ACTOR ..Any H.'le. 1"U'd .'I.r Ih. .., b.e.... d'lln...n. .111 "'I.e. an Int.r..t e.l.ul.tlon .. 'I"..n lIS) d... b'Y.nd Ih. d.l. ., 'h. ........nl, I' ..Y'.n. I. ..d. .".r 'h. Int.r..t e."u'.'I.n d... 'h... on 'h. Hotlc., 8dcUtJonaJ Jnhrau !lUst be c:eJcuJatad. . ( M ~....--:.( ~ -;0 '0 ., ';'~ - , '~J ., ~ h ~, , -, " 0\ . I >- -== ';;:: 0 ~..j Co " m r- c,Q: t=1' ~:J a: UU j : ! I f , I I I :- !.f ') 1i if " , f ~... -, COP.lP~OuWr^L'tl or fl(UUSVLVAr~IA OEPAI"I,'UH or nl':VEUU[ BUREAU OF INOIVIDUAL TAXES orPT 280601 ttARRISUUUG. PA 1112B.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~.~~' tt ~ ~. . NO. r..A211518 III V "6"",,'61 RECEIVED FROM: r- ACN ASSESSMENT CONTROL NUMBER AMOUNT ~ " 'l:_;'::;'=~__ ~ , --- ..' ,,;-- '';'-:; .. ~ , ' -, ~ . .. . -. - ~w :; ''';:''':., ---,".-- - -.- ''': :--':'" . --- .-.- ~,. .'_:::.'-- .~. -- i ,- - rOlDHERE - fOtOln~l ESTATE INFORMATION: FILE NUMBER ... ..... .~-::;.. -"'-" - - ..... NAME OF OEC[O(NT (lAS~---- ,--~.. IMII (FIRSH ---~_.::....;...~' - DATE OF PAYMENT ___- ".,C- POSTMARK OATE ,I" TOTAL AMOUNT PAID .. ..". I'! . . ~ '.".' . ':',' " ,...::,:,;z_ ., . -'--'- I / II ." (. r .- RECE,VEDBv)/tt:1 / }I(I.'A),.'//....(' . ,- - ,.- I / : ~:: . :::::" .>~ . :'. . ./}' /I /jIlt;. ",_ ,. - ....--,tJ/il/l(//(l COUtHY .'.'-:':::-: :;;'. - -~ DAlE OF DEAHl - .c;,.. REMARKS .,..:.= : __ " - -- - - .... .'.... SEAL: -:::-" .. .-l .- . _ _._._..____..... -- _..- .---- -- .-----"l------...-y-" , . : . . .. .,.~ ", . J \ ". . ~ .-_._--~..- -'-'- _..- --' --.~ lo.- "1" ! -;-~---_.:-~.JlcJ. MURREL R WALTERS 54 E MAIN ST MECHANICSBURG III ESQ DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 08-04-97 SUNDAY 04-17-96 21 96-0432 CUMBERLAND 101 v * ....UUIl '''111,',. MARY I ., 1:1' /0.'; - / BUREAU OF INDIVIDUAL TAXES 1....AlTANC[ TAll DIVISION D{PI. 1I0tlOl 11AAAISBURO, PA lIllI-Obot CO~HONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT Allount Ra"lthd PA 17055 HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEt To insure proper credit to your account, suba!t the upper portion af this forll Nlth your tax p.y....nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-Ev:i6o-j-E)f-AFP--foji:97j-------...--iNifERlr-ANcif-TAx--sriiiEHifNT-CiF-Ac:cDuiii--.-..--------------------- ESTATE OF SUNDAY MARY I FILE NO.21 96-0432 ACN 101 DATE 08-04-97 THIS STATEHENT IS PROVIDED TO ADVISE DF THE CURREHT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHDWH BELOW IS A SUHHARY DF THE PRINCIPAL TAX DUE, APPLICATIDN DF ALL PAYHEHTS, THE CURRENT BALANCE, AHD, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-28-97 PRINCIPAL TAX DUE ,___, 69,462.05 PAYMENTS (TAX CREDITS), PAYMENT DATE 07-16-96 07-10-97 RECEIPT NUMBER AAI46525 AA211518 DISCOUNT (+) INTEREST/PEN PAID (-) 3,421.05 44.74- AMOUNT PAID 65,000.00 1,100.00 " ...~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 69,476.31 14.26CR .00 14.26CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION DF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FDRH FDR INSTRUCTIONS. I PI.VHENT: o.tllCh t". top portion of this Notlcl end ,ub.1t with your pay.ent .&de peyabll to the naae end &ddre.. printed on the raver,. ,Id., If RESIDENT DECEDENT saka chack or .on.y order paynble to: REGISTER Of WILLS, AGENT. If NON-RESIDENT DECEDENT .aka check or aonay order payable to: COKHONWEALTH OF PENNSYLVANIA. REFUND (CR): I. refund of a tax cr.dlt, which we' not requ.st.d on the Ta. Return. aay b. r.qua.tad by caaplatlng an MAppllcatlon for R.fund of Penn.ylvanla Inherltanc. and E,tete Ta.M eR[Y.I1I1). Application. are available at the Dfflc. of the R.gl.t.r of WillI, any of the Zl Revlnue DI.trlct Dfflca. or froe the o.partaent'l Z4-hour an.we~lng ..rvlc. nueber. for for.. ordering: In penn.ylvanla 1.100-16Z-Z0S0, out.ld. Penn.ylvanla and within local HIIrrlsburg arn e7l7) 187-1094, TOOl (117) 71Z.ZlU ("-arlng Iapalred only). REPL V TOI Que.tlon. regarding .rror. contained an thl. notice .hould be addr....d to: PI. D.part.ent of R.venue, Bur.au of Individual Ta.... I.TTN: Po.t I...I"lent Revl.w unit. Dept. 210601. Harrisburg, PA 171ZI-0601. phon. (717) 787.6505. DISCOUNT: If any tax due I. paid within thr.. (3) calendar aonthl aft.r the decedent., death. a flv. p.rc.nt (S~J discount of the ta. paid I, allowed. PENALTY: The 15% ta. Benesty non.p.rtlclpatlon penalty I. coaputed on t". total of the ta. and Int.r..t ..se.s.d, and not paid before January Ie. 1996. the llrat day eft.r t". .nd of the to ..,..ty p.rlod. INTER[sT: Int.r..t I. charged beginning with first day of delinquency, or nlna (9) aonthl and one (1) day fro. t". date of d.ath. to the data of pay.ent. T.... which bee... delinquent before January 1, 191Z bear Int.r..t at the r.t. of .1. (6X) percent p.r annu. c.lculated at a dally rate of .000164. All ta... which bacaae delinquent on and aft.~ January 1. I91Z will blar Inter..t at a rat. which will vary fro. c.lendar y.ar to c.lendar y..r with that rate ennouncad by the PI. o.p.rtaent of R.v~. The appllCabl. Inter..t ~ate' fo~ 1911 through 1991 are: V..r Int.rast Rate Dally Int.r..t Factor Vur Inter..t Rate Dally Int.re.t Factor 191Z 2U ,OOOS48 1917 .~ .000l41 1983 16~ .000418 1988.1991 llX .OOOUI 19... ll~ .000301 '''2 OX .000l"7 19I5 I3X . DOO3st. 1991-19'94 n .000192 19.. lOX ,000214 I99S.1991 .~ .000l41 ulnt.r..t 11 calculated III foll~.: INTEREST = BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notice Itsued aft.r the tax becOHlS ddlnqoant will r"lact In Int.r..t c.lculltlon to flft.." CIS) day. beyond the date of the .......ent. If papent It II8de .ft.~ the Int.r.st coepotatlon date .hown on the Notice. additional Int.r..t aust be calculated, - ,- .--.,."..,.......~ -.._.~ ....;,-.iu ..:1:. I~' , A.Dunl Ro.lllod ,I MAKE CHECK PAYABLE AND REHIT PAYMENT REGISTER OF WILLS CUMBERLAHD CD COURT HOUSE CARLISLE. PA 17013 CUT ALONG nlIS LIllI: IlO: RI:TAIIl L:lWER FOnTION rOll youn RE:CORD:: <l REV: i5'4TEX"AFP-" i oJ":m--iliificE" -oF- IiiHEifii'AtfcE -"fAx" APpiiiiisEilEilT~- -A i.i.-oWAtfcE-ciFi - - ----" --""""" - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARY I FILE NO. 21 96-0432 ACN 101 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES IHIIERlt.:.'1C[ fAll DIVISION DEPf. 2110&:\ IIARRlSftURC, ~, 11118-0'.01 NDTlCE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX MURREL R WALTERS 54 E MAIN ST MECHANICS BURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN III ESQ PA 17055:, ESTATE OF SUNDAY TAX RETURN WAS: ( I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool E.lolo IS.hodulo Al III 2. stocks and Bonds (Schedule OJ (2) 3. Closely Held stock/Partnership Int.r..t (Schedule C) (3) 4. Horta.ges/Not.. Receivable (Schedule OJ (4) S, Cash/Sank Oeposlts/Hlsc. Personal Property (Schedule E) IS) 6. Jointly Owned Property {Schedule FJ (6) 7. Tr8nsfers (Schedule C) (7) 8. Total Alutl APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funeral Expen.es/Adn. Costs/Hlsc, Expense. (Schedule HI (9) 10. Debts/Hortg.ge liabilitles/ltens (Schedule II (10) 11, Total Deductions 12. Net Value of Tex Return 13. Charitable/Govern"ental Sequests (Schedule J) 14. Net V.lue of Est.te Subject to Tex 05-05-97 SUI/DAY 04~17-96 21 96-0432 CUMBERLAND 101 I X I CIlANGEO SEE * 11..\"'111" '"'''1 MARY J 120.794.45 6,331.20 .00 .00 346.929.42 .00 .00 181 9.773.71 1.201.03 1111 1121 1131 1141 TO: DATE ATTACHED 05-05-97 NOTICE NOTE: To insure propar credit to your account, subnit tha upper portion of this forn with your tax pay"ent. 474.055.07 10.974 74 463.080.33 .00 463.080.33 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15, Anount of line 14 at Spousal rate (15) 16. Anount of line 14 taxable at lineal/Class A rate (16) 17. Anount of line 14 taxable at Collateral/Cl... B rate (17) 18. Principal Tex Dua NOTE: TAX CREDITS: PAYHENT DATE 07-16-96 RECEIPT NUHBER AAI46525 DISCDUNT (') INTEREST/PEN PAID 1'1 3",21.05 .00 X .00= .00 X .06= 463,080.33 x.15= IIBI AHOUNT PAID 65.000.00 INTEREST IS CHARGED THROUGH 05-20-97 AT THE RATES APPLICABLE AS DUTLII/ED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUI .00 .00 69,462.05 69,462.05 68.421.05 1.041.00 31. 63 1,072.6! . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN SI. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TltlS FDRH FDR INSTRUCTlDNS. I /5 -/tJ5 -// COMHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (' L,"" ~I'~~ ~rr;/ · ' ~:\ ~~....' BUREAU DF INDIVIDUAL TAXES IHtlIRIUN([ IAle DIVISION D[Pl, ..aObDI IIARRISBURG, PA IIIj'S'DbOI Ilf-UU ""'111.'" MURREL R WALTERS 54 E MAIN ST MECHANICSBURG III ESQ . DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 10-Z7-97 SUNDAY 04-17-96 ZI 96-043Z CUMBERLAND 101 MARY I PA 17055 r- Anount Re.itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To Insure proper credit to your Bccount, subnit the upper portion of this forn Nlth your tax p.ynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... Rifv:i&O-j-EX--AFP--foi-:97i-------.MM--iNifERiirANCif-TAif-sriiiEHE-NT-b-F-AC-Couiii--.-..--------------------- ESTATE OF SUNDAY MARY I FILE NO. ZI 96-043Z ACN 101 DATE 10-Z7-97 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, APPLICATIDN OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 09-Z3-97 PRINCIPAL TAX DUE, 66,IIZ.05 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 07-16-96 AAI465Z5 3,405,60 65,000.00 07-10-97 AAZIl51B .00 1,100.00 10-09-97 REFUND .00 \, 393.55- TOTAL TAX CREDIT 6B,IlZ.05 .00 BALANCE OF TAX DUE TOTAL DUE .00 .00 INTEREST AND PEN. . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION DF ADDITIDNAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS fDRH fOR INSTRUCTIDNS. I PAVMENTt D.tach the top portion of thl. Hotlc. and .ub.lt '11th your pay..nt .ad. payable to thl na.. and addr... prlntld on thl revlr.1 .Id.. I f RESIDENT DECEDENT .akl check or .on.y order payabll tot REGISTER OF WILLS, AGENT. If tIOH.RESIDENT DECEDENT .akl chack or .onlY ordlr payable tot COHHONWEAL TH OF PENNSVLVANIA. REfUND eCA)s A r.fund of a taM credit, which was not rlque.t.d on the Ta. Rlturn, .ay be requl.tld by co.pl.tlng an "Application for Refund of pann.ylvanla Inhultancl and E.tatl Tall" (AEV.15U). Application. arl avaUabl1 at thl OfficI of thl Regl.tar of Will., any of the Zl Revlnul Ol.trlct Offlca. or fro. the Depart.ent.s Z4-hour lIn.wlrlng 'Irvlc. nuablr. for for.. ordlrlng: In Pennsylvania 1.800.36Z.Z050, out.ld. plnn,Ylvanla and within local Harrisburg area (117J 187.8094, TOO' (717) 77Z.ZZ5Z (llllldng I.palrad onty). REPLY TOI OUI.t10ns rlgardlng error. contalnld on this not leI should be addrl...d tal PA Dapart..nt of Rev.nul, Bureau of Individual Ta.I', ATTN: Post A..I....nt Review Unit, Dlpt, Z80601, Harrl.burg, PA 17IZ8.0601, phonl (711) 787.6505. DISCOUNTs If any ta. dul I. paId within thrle (1) calendar .onth. aft.r the dlcedlnt'. dlath, a five p.rcent (5~) dl.count 0' thl ta. paid I. allow.d. PENAL TV, Thl 15~ t.. ean..ty non-participation penalty I. cOlputod on the total of thl ta. and Int.re.t a..I"ld, and not paid blfor. January la, 1996, thl flr.t day aft.r thl Ind 0' tha ta. aan..ty p.rlod. INTERESTs Inter..t I. charg.d begInning '11th flr.t day of d.llnqu.ney, or nln. (9) .onth. and on. (1) day fro. the data 0' d.ath, to the data 0' paY'lnt. T..I. which blea.e d.llnqu.nt blfor. J.nuary 1, 198Z bear Int.r..t at thl ratIo' .Ix (6~) p.rcent p.r ennuI calcul.ted at a dailY rate 0' ,000164, All t.... which beea.. dellnqu.nt on and aft.r Janu.ry 1, 1981 will b.ar Intlr..t at . rat. which will vary fro. eallndar ylar to cal.ndar ylar with th.t rata announced by the PA D.partlent of Rav.nul. Thl appllcabla Intera.t rata. for 198Z through 1997 ara, Vaar Intara.t Ratl Dally Int.r..t factor Vaar Intera.t Ratl Dally Int.rl.t factor 198Z ZO:< .000548 1987 .~ .000Z47 1983 16X .000436 19811.1991 UX .000101 19a4 llX .Doo301 199Z .~ ,OOOZ41 1985 15X .000]56 1995.199~ 7~ .000192 1986 1O~ .DOOl7" 1995.1997 .~ ,OOOZ47 uIntlr..t Is calculated .. follow'l INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR ..Any Hotlc. I..u.d aft.r thl ta. b.eOII. dellnqulnt will rlflact an Intlrlst calculation to flft..n (15) day. beyond thl data of the a"I....nt. If pay..nt I. ..dl aft.r the Inter..t cOlputatlon datI .hown on thl Hot leI, additional Intlrl.t lU.t b. calculat'd. I'i /, . J - .'/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT I ' 09-24-97 SUNDAY 04-17-96 21 96-0432 CUMBERLAND 101 I~* Iff. I'"II ", 111-'" -- BUREAU OF INDIVIDUAL TAXES IHIlUUtAHCl tAlC IIIVlslOH DEPt. l80bO' IIARRI SBURG, PA IIl:a-obOI MURREL R WALTERS 54 E MAIN ST MECHANICSBURG III ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN A~ount Remitted MARY MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 I CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-iv:isiii-EiC-AFii-iO:i:97i------.-.-iiiHERi-fANc:E-Tiii-RE:CoRii-ADJiUSTiiENT--..----------------------------- PA 17055 NOTE: To Insur. prop.r cr.dlt to your .ccount. sub.11 the upp.r portion of this for. with your to. pay.ant, ESTATE OF SUNDAY MARY I FILE NO. 21 96-0432 ADJUSTHENT BASED DN: VALUE OF ESTATE: ADMINISTRATIVE CORRECTION III 121 131 141 151 161 171 1. Raal Estata ISchadul. Al 2. stocks and Bonds ISchedule BJ 3, Closely Held stock/Partnership tnterest ISchedule CJ 4. Hortgages/Note. Receivable ISchadule OJ S. Cash/Bank Deposits/Hisc. Personal Property ISchedule E) 6. Jointly Owned Property ISchedule FJ 7. Transfers ISchedule G) 8, Totel Alset. DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Hiscallanaous Expenses ISchedule HJ (9) 10. Dabts/Hortgag. Llabllltl.s/Llans ISchadul. II 1101 11. Total DeducHons 12. Het Value of Tax Return 13. Charitable/Governmental aequests ISchedule JJ 14, Net Value of Est.te Subject to Tax TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 17, Amount of Line 14 taxable at Collateral/Class 8 rate t17J 18, Principal Tax Due TAX CREDITS: PAYHENT RECEIPT DISCDUNT It I DATE NUMBER INTEREST/PEN PAID I-I 07-16-96 07-10-97 AA146525 AA2115IB 3.405.60 .00 ACN 101 120.794.45 6,331.20 .00 .00 346.929.42 .00 .00 181 9.773.71 10.201.03 1111 1121 1131 1141 .OOX.OO= .00x.06= 454.0BO.33X.I5= 1181 AMDUNT PAID 65.000.00 1,100.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 09-24-97 474.055.07 19,974.74 454,080.33 .00 454.080.33 .00 .00 68.112.05 68 ,112.05 69 505.60 1 393.55CR .00 I,393.55CR . IF PAID AFTER DATE INDICATED. SEE REVERSE I IF TDTAL DUE IS LESS THAN $1. ND PAYMENT IS REQUIRED, FOR CALCULATIDN OF ADDITIONAL INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRM FDR INSTRUCTIONS. I PAVHENTI - D.taeh the top portion of this Not Ie. and sub.lt wllh your pay.ent .ade payable 10 the na.. and addr.ss printed on the rev.rl. sid., u Heke check. or .oney ordlr peyeble tOI REGISTER OF WILLS, AGENT. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Relurn. lay be requested by co.pletlng an "Application lor Refund of Pennlylvanla Inheritance and Estate Tax" (R[V-I]I]), Appllcatlonl are available at the Dfflc. of the Register 01 Wills, any of the l5 Revenue District Offices or fro. the Depart.ent's l4-hour anlwerlng lervlce nu.bers for for.s ordering: In Pennlylvanla 1-800.]6l-l0~O. outside Pennsylvania and within local Ilarrhburg IiIrea (111) 787~8094, TOOl 0(7) 17l.ZZ~l Wearing I.palred only). REPLY TO, DISCOUNT: PENAL TV I INTEREST: Questions ragardlng error. contained on thl. notice should bl addrelsed tOI PA Depart.ent of Revanue. Bureau of Individual Taxu, ATTN: POlt Aueu.ant Ravlew Unit, Dept. l8060l, Itarrhburg, PA 171Z8-0601, Phone (717) 787-6~O~, If any tax due II paid within three (]) calandar .onthl aftlr the decadent's death, a live perc.nt (~~) dllcount of the tax paid Is allowed. The I~~ tax a.nesty non.partlclpatlon penalty I. c08Put.d on the total 01 the tex and Interest alslsled. and not paid blfore January 18. 1996. the flr.t day aftar the end of the tax a.ne.tv periOd. Intere.t I. charged beginning with first day 01 delinquency or nine (9) .onth. and on. (I) dey fro. the data 01 death to the date 01 pay..nt. Taxes which baca.e delinquent before January I, 1981 bear Intere.t at the rate of six (6~) percent per annul calculated at . daily rate of .000164. All taxes which beea.e delinquent on and after January 1, 1981 will bear Interest at a rata which will vary fro. calendar year to calendar y.ar with that rate announced by the PA Depart.ent of Revenu.. The applicable Intere.t rate. lor 1981 through 1997 arl: Vear Intere.t Rate Daily Intere.t Factor Vear Inte,..t RatG Dally Int.rest Fector 1981 lOiC .000~48 1981 .~ ,000241 1983 16~ .000438 1988-1991 lIiC .000301 1984 1I:C .000301 199Z .~ .000Z41 1985 In .0003S6 1993-1994 n ,OOOl9l 1986 1O~ .00OZ14 199~.1991 .~ .000241 uInbrnt i. calculat.d as lollows: INTEREST = BALANCE or TAX UNPAID X NUNBER Dr DAYS DELINQUENT X DAILY INTEREST rACTDR --Any Notlc. I.sued after the tax blco.e. dlllnquent will r.flect an Interest calculation to Illteen (IS) day. beyond the date of the aSI.s..ent. If pay.ent I. .ade after the Interest co.putatlon date shown on thl Hotlc.. additional Int.ra.t IUlt b. calculat.d. IIV WO~~,Y'''I'-... ~.._.~ ""-~~j~,~" . .!f.'" INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEAlTH Of PENNSYlVANIA DEPARTMENT Of REVENUE BUREAU Of INDIVIDUAL TAXES DEPT, 780601 HARRISBURG, P",l!17&,D60I,.. DECEDENT'S NAME filE NUMBER '___ ___..~J~i~~U ~, 2- ACN .1-0J M 1,~, \ ,~\_1___\.' ,(, ~-d'-:~'A-----,--,_,_--d .---..--- ..---"....---------- ,. _..._-_._...._-~_._-_._._- . SCHEDULE ITEM NO. EXPLANATION OF CHANGES I (..-., ,,"'A ': I,' \ .'. \ ,/.. , ,Ii 1(: i' 1 '-'11'1 (;c.d ,i U (J .\ (! " T, 1 " J-- I I '.'l, I' (,,0\ ,/ " .. . " TAX EXAMINER, .. D-Ll-~'- J,. I :..\L ~.(I~' -~._______u.._- _ PAGE '-,_____ "' JRD/June 30, 1992/17858 REGISTER OF WILLS Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: MUHHEL H. WALTEHS, ESQ., RE: &late of MAHY I. SUNDAY ,Deceased, Late of CAHLlSLE BOHOUGH Eslate No.: 21-1996 -4 3 2 Date of Decedent's Death: 4 _ ] 7 _ q 6 Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if applicable, within two (2) years of the decedent's death, and annually thereafter until administration is completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12. in substantially the prescribed form. showing the date by which the personal representative, or attorney. as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's counsel, if any. Accordingly, if the requisite Status Report is not filed by 6-1-98 ,19_, you are hereby advised that a request will be submitted to the Court in accordance with Rule 6.12. Date: 5 -12.98 l::::::t/.Xu~-~!Jjl-ltJln1.L/Lltf);d:lf' Deputy egister of Wills ' Distribution to Estate File , ,