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Home My WebLink About96-00452 1 r-J \f) :r I .,.5. ..... (J 0 CJ - I CI) - C"( ... / . 0 0 ... , 1 III Z ~.~ Y' \ lll.;rrnON HlR PRonATE ulld (iRANT 0'" U:TTERS J.I:: l~lq(Q-.\.g?}~------ 10.,/11I" 01 _Ha~\~lr~-l::~~'. .~t~u!f~~T:I[ ." - No. l~i~':1 k:I::~'~'aar";l~\~rB",r~~lI)I.-\tK~rr.. 1'0: ~!Jl _._.____ __._ _.____ Ke~i,ler of Will, fur the _-------. Ikn'lI.,,'<I, COllllly of _~:\!lI!\I'!SJ.a\l!.!.._- in Ihe Sodal SeL'lIrir.l' No. _1.ll9.::.09:J.5jJ-----.--- Conul\llllweahh of Pennsylvanin The petition of Ihe ul\llcrsigned re,pectfullY repre,enl' Ihat: YOllT petilioneT(s), who is/me 1M years of age ur older an Ihe e,eeuL. inlhe 1;lSt will of Ihe abow deccdcnl, L1aled __-~ay I'J. and eodicil(s) dated' - \d,u(\",-\.._Si"...r:.f".;:_..dL.<-,:,,_.~L"""""...L->.:-. ,'., {,,-) ,\', A" ,c.~/~ .) 11ll!'~ed ,19~ (\lale Idc\alll dt~Ulll'liUl~C" c.~, ICllundilliull,lll'Ollh Ill" ('C~\ItUf. cIC.) Decendent was domiciled al death in __Cumbllrlllil\l - County. Pennsylvania. with h...t:.-----.last family Ilr principal resid~IKe al--31~.-l!orll.",,1 Sue..t _ ,lechanicsbUrg, I'A 17U~) f'Jr:r<(1 OF rill (II (Ii,' 'trtel. numhcf and lIlundr"lil)') Deeendenl. then --22--- yeaTS of age. died Hay B, al_ Except as follows, deccdenl did nolmarry, wa' nol divOTced and did nol have a child born or adopted after execution of Ihe will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned properlY wilh estimated valnes as follows: (If domiciled in Pa.) All pmonal pTOperlY (If not domiciled in Pa.) Personal properlY in Pennsylvania (If not domiciled in Pa.) Personal pTopeTIY in CounlY Value of real estale in pennsylvania situaled JlS fllllows: -.117 1" cumberland countY ,19 96 $ $ $ $ Pnrt-l norl ~t~{!c...t:.....-Mc.lhnnir~h\lrR 1345.00 70.000 WHEREFORE, pelilioner(s) Tespcclfully Tequesl(s) Ihe probale of the las\ will and eodicil(s) presented heTewilh and Ihe gmlll of lelleTS testamentar ttC\lamcntilT)': illJl11ini\Ua1ion c.1.a.~ adminimBlion d.b.n.c.l.a.) theron. ) tJ:d::t: (,,1' ~ ". v Ii "'- .c -= "'u c ",0 c.::: C'3.::: 7~ ".~ .0 ;; eo Vi Patricia Ann o'Neill 312 E. portland Street : Hl!chanicsburg, PA 17055 v/>) /.' ( /. '-'. / ~ r.~'/~.L'lJ~tJ /,Jr/() OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH Qt' I'ENNSYI.V ANIA } sa COUNTY 01: C~MBF.HI.l\ND The pelilioneT(s) ahove.named swc~r(s) OT affirm(s) that Ihe stalemcnls in Ihe foregoing petition arc tlue and correct to Ihe he" of lhe kncwledge and belief of petilioner(s) and that as personal represen. lative(s) of the above decedent peliliOl,erls) will well (lIld tluly udminister Ihe eslate according to htw. , ./..... .//' ........' , ,". ./ Sworn to or aff~I~'W und .;ub,.;dbed . r ,/1'1;", ('",.; d--"'...- (,/"1l"(.(/!!, before me Ihis day of ~ ~. .-IUNo ~ ",,~ ' \:'. . C' - . w....!-}ll'Sf III i u/i.:u' ~ ~~ LE',!lS Re i-'W"jS( ej) ~ 16-/01-!-J II..........' .. 'INI.,..", aiea.. i ~ \. \\. , , , , \ ~): I , ~. " , . ~ ! ~ , Thl.. l\ Illltllll\ Ih,lt rill IIlt.IIHI..II,.1l h, rl I'I\'!I I. ;1"1,1\" I 1"'111 >It '<Iii 111.1 '111.11',111,,1 .!I.llh ,lllh Idt.\ \\1111 nn. I~ I I II 11 I I " ,II I" I, ,., ". I, I" t ". "", " t <! j; t , ,,' I, I lit 11 1 I, >l I" III i 1111 fll I II llll~ Ot.l (~1"111I.' 11 ''II..'UI., .! It I t. .11\ . WARNING: Ills IIluglll 10 dupllCllt~ Ihl~ copy by photos till or phDtogrllph. ht.llll t111'qClltlhllt ! '111) ......_..... ,'(~~W OU(~ ~~.;~/. ","{r~~' ~I" " \?; .... - \ . .1:'- 1 <'!. . / i'J.. , ~"I" '"" "11;' ,\~", ,.' ~..... ~/,ffEHfQ\'t-~~ ~!. ./ .' '-( / (l~ I till' .' J I' ~~~.L"\-<'-"L A,c.JJ...'" W.lU~1 111..1\ HI'~I'II.lI 0 0 3r L'l~J'or'() ,.1 ,U) (I ), .. ~ . ~ ~1I lH"'l.t"'.l" COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF flEALTH. VITAL RECORDS CERTIFICATE OF DEATH ......CADlUDl..I".._.~ W' I Female ,..........-.. ~....)Iu."''',.,...1II I Mar aret """'''_oM" H. Stouffer 189 - 09 19 w. ~1II1'1NII -~ i :",rJ UOClIIII.DoW --i- f _"~At"lt:l._ -..,....,....." 'VoaI0I'r.:;r..c..............-_.............._..... ;;O...i&o. ........~ l~l~j c:o..rr tIIlRK 'AC.",..........""......... .,.........."...-. yJ, r.1 1165i>II<i/ Cumberland E. ..,gOf !.!1!'!! ,,,,,",",,,,I'" .....,..~'WUl._.. ...--.....- __no-"" l4 Wi dowed ,,.0...__.. -"""" ..-.,..-- 312 East Portland Street Mechanlcsburg. Pa 17055 11..... .. -- M', -, ".~J ::....-=a::.. J"ec;hal!!cs~~rg - .. ~~mb~rlan~ " ',",l<fIl'~"'._I'" II lewi s B, leedv NOMWfr.......II~"'"' Patricia A. O'Neill H'" U .......rx c._U _._....n ~ ..........-..' . . ~I~~::':NW .,.,........_el_of_. ........_of_ IoIOlOollII.....l,Of,f,........_Swo_ lLHertle O. Kauffman ....OOWAOtI._..-JAD(.tlfU~..U..~,...l.l.... 312 East Portland Street. Hechanlcsbur . Pa 17055 I\/lC.l '1000._.,-..,0..-, IIXJlIIJOlUJt"""....'. .~-. lndiantown Gap National Cemeter Annville Pa 17003 owot -.,.oAVtllOlUUflAUl" Myers Funy~~~ BDme r.,*!~t,,~ ls!:o...l1ll ,.....""-, ... Hay 13. 1996 \I(.IN:;(...._III alO-ot2662-l ".of",~ ...........,...._ ....__......, \y.......ul.. _l4H_..~'" ''''''OflAlJ,. t:Aii'i~. iOCll.lU...'.. .'., ..., ~--....-"- /.'0. ['/ C ,J,' l!..--lY-:;Jv "/.. u...__L.l!!.V ~ L_zzf(;_ ,___.... ......'"..._..__~..-.......~ 0...._.._......... ;:;;t;;;<..;;;.t.......-,...... ..._................. ,.......-.-........,.- ......'...W,JOtllllOIIOIUIloIUllt.....CU.....JKCiI'IOOo(i111 -..1] ...~ ..." l)Ifooo........__....._.... ....,............-.....-....."""'" . ___ t1MII?#~IU~:;.I@M~__ \ .__~..u.WP~..1~7 Ii'Y"!"_H OIA.ru......~.(ui,....(. '1\ .____. . __ - . .. .n'_' ... tJOIlU~'..~.(LI.u"".I...'.'. .- -. .- . .. - "'tNAllfOl"f,,.'oo.(.oOoUl _oI1OuJOO"'" -.......I""'-lHfO cot.WllIIOOlOl~"O\l OIIOUJH' l==- ,-_...... I - ---r-.---- ..------.....---- , : .---.- ----- ,.---.--.. I . . : : :~~~.~..:~ .. _ [~-'~[:'~J M~~~[=="~'=-' I I ~..._ ;~.::,..,.,"_. ,_ ....... ......, _. u..o.;.IIIOOo~._ l".l._ ""'"" - ~ ,-:-.- ------~ ~ii"":n\IUi~j':v.Ji'lJ [II) II ::"~!~.1;JT-.---I:~i5.t~_-~___ ....... ""O&DlJO'llnulptlO:.c....M<Ocowo\IIIDCAuvV':lIl... ~., ,......,'IT.....,"'....J tolltoJl'S ",] Ct",T"'" . ~TIE r ot~ .. ! j C'""f /1.", t." 11111 " -----+--- liO'I"~""_' " mil '/ ~ In, ____ULf4'IIIJ..J: -. II< II II l..........._............. -~ 10,_. "---'''--''' _II ~ II -~ '" alll'....III,('........... .UIl'..'_,..''''ilOl...,.._,.....,....................................,........,....to"." ,'.....,... ,...._el..,...-.................._......_..,__.._.. " .~.......'''II..,...u....'IOI:I..Ol,'.._...'t...,.._...".........................,'........ ,...._.....,.........,...........'''''.1__.... __" ...._........._,,~................., '''IDOCUII''''OlIll.COIIOOIIIII 000_,....._..___..........01_.......,.._ ...,,,........,,............ "'10 _.............~..I."'.......'.l.... _......1... ." -MW ~:=:~:.~~~t;~~=----_.____ ll,l Jd.~ ;J I - I q (/ L., . 1-/5.L 00 'Ci :0 c:c;- :Vro ~ :-. 0, "'.... .-, ::1 E z , I 0'1 , ~ :. ;l;> " ) +:.-'.\.. \Cl c..) aot'L ~ 9~ ):>~ J:>, , . LAW OF'ICeS SNELDAtCER, ELICKER a SILVER , . " '. .. LAST WILL AND TESTAMENT .Qf. MARGARET M. STOUFFER I, MARGARET M. STOUFFER, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, pUblish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all wills by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid as soon as practicable after my death by my Executor or Executrix, whichever the case may be, hereinafter named. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my husband, WAYNE L. STOUFFER, his heirs and assigns, provided my said husband, WAYNE L. STOUFFER, shall survive me by a period of sixty (60) days. 3. Should my said husband, I~AYNE L. STOUFFER, predecease me or fail to survive me by the aforesaid period of sixty (60) days, then in such event, all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my children, PATRICIA ANN O'NEILL, born April 27, 1940 and THOMAS LEWIS O'NEILL, born January 24, 1937, their heirs and assigns. 4. Should either or both of my children predecease me, I direct the share such deceased child would have received shall pass to her or his issue surviving me per stirpes and if there be no such issue then such share shall lapse. . . 5. I hereby nominate, constitute and appoint my said husband, WAYNE L. STOUFFER, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify, then i such event, I nominate, constitute and appoint my son, THOMAS LEWIS O'NEILL, 112 stoner Drive, Mechanicsburg, pennsylvania, as Executor of this my Last Will and Testament. In the event both m husband and son predecease me or fail to qualifY to serve, then i such event I nominate, constitute and appoint my daughter, PATRICIA ANN O'NEILL, 6 Fieldstone Boulevard, wappingers Falls, New york, as Executrix of this my Last Will and Testament. I further direct that no pe~son serving as ExecUtor or Executrix shall be required to post any bond to secure the faithfUl performance of his or her duties in the commonwealth of pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages this I 9 day of , 1986. (SEAL) Signed, sealed, published and declared by MARGARET M. STOUFFER, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto sUbscribed our names as attesting witnesses. ? /2!tJ!I~'k~ /"Ie (SEAL) I.. /1 '/' /1' XL:: ~., " J ~<'" '1 C L-M" " r (SEAL) LAW OF'ICCS SNE.LDAKER. ELICKER a SIL.VER -2- ! COMMONWEl\LTH OF PENNSYLVl\NIA) SS. COUNTY m' CUMOERI,l\ND We, Ml\RGl\RET M. STOUFFER, E. ROBERT ELICKER, II, and SUSl\N A. McCoY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ Y!J. (R;;;~ Testatrix !<<~~L ,)0 Witness ' J _xL '<7-"' tl IH tness "I/' /7 "Ie L-Ikl 'J SUbscribed, sworn to and acknowledged before me by MARGARET M. STOUFFER, Testatrix, and subscribed and sworn to before me by E. r/.. Robert El icker, II and Susan A. McCoy, wi tnesses, this 19 - day of d((j , 1986. /) )-</1/)/),/1 I , ."---" v,-, (.<V( (1'>1__ , t/ Notary public '-j ,''1:::.")'1 LISA A. ).:ISHll.l.ur.n. N'l'"'''' r, Hie '~ ~;.~~~~~;;.~ ';;;:iI6: /Y~7 LAW O'''ICU SNELDAKER. ELICKER 6' SILVER :.J. I - 1(, CIl" ' 1-1 5::z. ESTATE OF i\tAlt(;AIt~:T 1\1. STOlIFFEIt. DECEASED TO TilE TilE ItEGISTElt OF WILLS OF Clll\JnEltLANU COlINTY, I'ENNSYLVANIA The undersigned, son of the above decedel1!,...hereby renolln~-5lthe right to administer the estate and respecttillly nsk(s) that Lellers of Atkl;1~s'ira1f61i'bc ~d to Patricia Ann O'Neil. 19 % WITNESS my hand this Signed in the presence 01' 6/1. day of ,)~, ItJ '€ \jjt/~~~ LtJl;{d/7 Thomas Lewis O'Neil 112 Stoner Drive t\lcehanishurg, PA 17055 og -0 ~ -:J (l cr 0-. !~ .:l :3 - c ~ z; , , '" , :."' , .) ..0 (.;J 9~. - '-OJ'.. :.:. )> ;:> p () CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Maraaret M. Stouffer Date of Death: Mav 8. 1996 Will No. Admin. No. 2196-0452 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Julv 22. 1996 Name Address patricia Ann O'Neill 312 E. Portland St.. Mechanicsbura. PA Thomas L. O'Neill 112 Stoner Drive. Mechanicsbura. PA Notice has now been Rule 5.6(a) '1/r}() /16 I I given to all pers~7s ~nti/ lhereto under /1 I[';.L //l - S~gnature Date: Matthew A. Cosenza. Esauire Name 3401 North Front Street Address Harrisbura. PA 17110 (717) 232-5000 Telephone "J 0\ ~... :" .,.;: Capacity: Personal Representative , x Counsel for Personal Representative ~ ;5 'J " 'I; .~-: a:'- .,'\ .:.'\ ::JC -. :3 UU i L 72]]8 1 \ \ II II My Commission Expires: LAW omc" i' MONIKA Y. ROSIER McNEILV. ROSENFELD 1\ NOTARY PUBLIC DI,TRICT OF COLUMBIA a RUDENOTE'N MY COMMISSION EXPlkES, ,EPT[MBER \4. 2000 8n8 WlleON.IN AvE., H. W'l \ SUITE JOO \ W"HI::~:~::'OO" \ CLERK OF THE PROBATE COURT OF CUMBERLAND COUNTY. PENNSYLVANIA by . . "", " -,; \ ! , . '1 I .! . . i I I 'i I' ,\ I \' II ,\ lNRE: II II II II c IN THE PROBATE COURT OF CUMBERLAND COUNTY. PENNSYLVANIA The Estate of Margaret M. Stouffer PROBATE DIVISION FILE NO, 21-96-452 DECEASED: Margaret M, Stouffer SOCIAL SECURITY NO.: 306-44-2495 STATEMENT OF CLAIM The undersigned hereby presents for filing against the above estate this statement of claim and alleges: 1 2. The basis of the claim is a Revolving Credit Card Charge. The name and address of the claimant is National City Bank. Columbus. c/o McNelly. Rosenfeld & Rubenstein. 5335 Wisconsin Ave.. NW. #360. Washington. D.C. 20015 and the names and addresses of the claimant's agent or attomey are affixed by signature below, The amount of the claim Is $73B9.41 which is now due and owing. The amount NOW DUE became due on the date of death. The claim Is not contingent. The claim Is not secured. l \ 1 4. 5. Under penalties of perjury. I declare that I have read the foregoing. and the facts alleged are true, to the best of my knowledge and belief. I \ I 3. Executed this Dr! fcho/ _ . 1996. ~~,&) 11 SUBSCRIBED and SWORN to before me this~ day of ,/ , 1 ( LU;)lJ_ .CL-J/\ Notary Public / .' -.. CERTIFICATE OF SERVICE I hereby certify that a true copy of the foregoing Statement of Claim, was mailed postage prepaid, this 3 day of October. 1996 to the Attorney and Administrator for the estate. LAW omccs McNElLY. ROSENFELD a RUBENSTEIN 1311 WIICOHIIH AVe.. N. W. SUITE 310 WAIHINGTON. D.C. 10018 101. ....7000 IN RE: ESTATE OF MARGARET M. STOUFFER Urctlud No 2119964520fl996 Claim .ADV ANT AGE RECEIVABLE SOLUTIONS FOR GM CARD SERVICES Fcc S 5.00 Filed ................................................................................ ............................................................................................ Altornt). rorm9J C:H.l . . INHER'I'T;)A-NC!/E" T' A- Xl f.RETURN FOR OATES OF OEATH AFTER 12/JIISI CltECK HERE IF A SPOUSAL 0 RESIDENT DECEDENT POVERTY CREOIT IS CLAIMEO. . COMMONW'ALTHn,p'NN5YlVANIA (TO BE FILED IN DUPLICATE FilE NUMBER DEPARTMENT OF R(V[NUL 21 1996 HARRIS~~:~.'P';~~:"-o60t WITH REGISTER OF WILLS) COUNTY COOE YEAR' DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS Stouffer, Margaret M. 3]2 East Portland Street SOCIAL SECURITY NUMBER OATE OF DEATH DATE OF BIRTH Mxhanicsburg, PA 17055 DECEOENT 189-09-1551 05/08/96 11/21/1916 Coun CUmberland llf APPLICAaL" 5uHVIV'N" 5PUU5['5 NAML'l_51, SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) f:IRST AND ,-,HOOLE INITlAll o 40. Fuluro IlIlUfost Compromisu (lor dal"" 01 doalh ollor 12-12-82) [B O. Docodont Diod Tostato 0 7. Docodonl Maintainod a Uving Trust (AIIach copy 01 Will) (AIIach copy 01 Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T . () NAME COMPLETE MAILING ADORE ~. Elyse E. Rogers 3401 North Front Street TELEPHONE NUMBER P.O. Box 5950 717-232-5000 Harrisburg, PA I. Roal Eslalo (Schodulo A) ( 1 ) 86,000.00 2, Stocks and Bonds (Schodulo B) ( 2) None 3, Closoly Hold Stock/PlII1norship Inlorost (Sch, C) ( 3 ) None 4. Mortgag"" and Notos Rocoivabla (Schodala D) ( 4 ) None . "~I ' 5. Cash, Bank Doposits & Miscollaneous Personal ( 5 ) 7, 568.71 :": . ProporTy (Schodula E) 6. Jointly Ownod Proparty (Schodulo F) 7. Transfors (Schodulo G) (Schodulo l) 6, Tolal Gross Assols (total Unos 1-7) 9. Funoral Expensos, AdtTinistrativD Costs, Miscellanaous Exponsos (Schodulo H) 10, Dobts, Mortgago Uabilitios, Uons (Schodulo I) I I, Total Ooductions (total Unos 0 & 10) 12, Nol Valuo 01 Estalo (Uno 8 mnus Uno 11) 13, Charitablo and Govornmontal Boquosts (Schodulo J) 20. If Uno 191s roator than Uno 18. onlor tho dlf1monco on Uno 20. This Is tho OVERPAYMENT. A. Chock horo II au are ro uea\fn a rofund 01 our ova ant 21. II Uno 181s groator than Uno 19, ontor tho dlf1oronco on Uno 21. This is tho TAX DUE. A. Entor tho Intorost on tho balanco duo on Uno 21A. B, Entor lho total 01 Uno 21 and 21A on Uno 21B. This is Iho BALANCE DUE. M.ka Check P. oblalo: Register 01 Wills, Agent .. .. BE SUnE TO ANSWER AU. QUESTIONS ON PAGE 2 AND TO RECHECK MATH" .. Under f)onaltJos 01 perJury, I doclaro Ihall havo oxaminod this roturn, includll1g accompanYing schodulos and slatomonls, and 10 Itl0 bost of my knowlodgo and boliof,lIls truD, conoet and complolo. I doclaro that all roal ostalo has boOn roporfod al truo malkot valuo. Docla,allon 01 prcparor olher Ihan Iho personal ro rosonlatlvo is don all Information of . h proparor has an knowlodgo. StGNATUR F P. N RESPO SIBl.E{O F I (Tu ADDRESS _ cJ Q .~. ~ See schedule attached SIGNATURE: OF PREPAR(AOTttER 1ttAN REPRESENfAtlVE ADORE S5 I,_J.' ,', 'l \ ., 3401 North Front Street Tro", ) Harrisburg, PA 17110-0950 Copytlght Fo"n SoH.....'. Only. 1994 N.lc.a.lnc.. N9"PAOOI R[V-l!oOO[kll'-'I"1 1. Original Roturn CHECK APPRO- PRIATE BLOCKS o 4. Urnilod Estate CORRES- PONOENT RECAPIT- ULATION TAX COMPUTA- TION 14. Not Valuo Sub ocllo Tax (Uno 12 mnus Uno 13) 15. Spauu.1 Transl.rs (lor d.t.s 01 de.lh .ft.r 6.30-9"1. S.. In.lruellanllor Appll"bl. Peft.nt.g. on P.g. '.llnclud. VAtU" from Schedul. Kor Sehedul. M.) 16. Amount 01 Uno 14 taxablo at 6% ralo (Includo valuos Irom Schodulo K or Schodulo M.) 17. Amount of Uno 141axablo 8115% ralo (Includo Yaluos lrom Schodulo K or Schodulo M.) 18. Principal tax duo (Add tax Irom Unos 15, 16 and 17,) 19. Credits SpouulPovertyCredll Prior Payments + None None (8 ) 19,895.41 69.569.30 (II) (12) (IJ) (14) x . . 4,104.00 x ,06 . 0.00 x .15 . (16) Discount Intorosl ( 6) (7 ) (9 ) (10) (15) (10) (17) + 0452 NUMBER 3. Romaindor Roturn II or daluor dulhproof 10 12-13-111 o 5. Foderal Estate Tax Roturn Roquired _ 8. Total Number of SaID Doposit BakOS -0 --J ~JJJ .' .') " ., '.-. ': ..., 171l0-095ti3 1 --J ::9 N tr w 93,568.71 89,464.71 4,104.00 None 4,104.00 246.24 0.00 246.24 (10) (20) 0.00 (21) (2IA) (2IB) 246.24 0.00 246.24 OAT'.;.JjGli 7 D"lIi:,' , fq-~: (. (1.'": /' I.: I PA REV-I500 EX (7-94) Pogo 2 Act 1148 01 1994 provides lor the reducllon 01 the tax rates Imposed on the net value 01 translers to or lor the use 01 the spouse. The rates as prescribed by the statute will be: . 3% (.03) will be appllcabla lor estates 01 decedents dying on or alter 7/1/94 and belora 1/1/96 . 2% (.02) will be applicable lor estates 01 decedents dying on or alter 1/1/96 and belore 1/1/97 . 1% (.01) will be applicable lor estates 01 decedents dying on or alter 1/1/97 and belore 1/1/98 . spousaltranslers occurring on or alter 1/1/98 will bfl exempt Irom Inherllance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS. YES NO I. Old docodont moko a translor and: a. ,alaln tha uso or Incomo otlho propOfly translenod,.... .., .. . . , . ... . . , , . . ,. .." . , .. , ." . . .. . .. . .. ." . , .. .. . .. . .. .. , X b, relaln the rightlo doslgnalo who shall uso Iho p,opOfly translonod or ils Incomo.. .. .. . .. . . .. .. . . .. .. . . , , . .. . .. .. . . .. . .. . .. X c. relaln a roverslOOIUY InlDlost: or.... .. .." , .... ... .., . .. .. ... . , , . . .., . .." , . , .., , .. . . .. . . .. ... .., .. .. .. .. .. , , .., X d. rocolve tho promso tor fifo 01 Dllher paymonls, bonolils or car07... ." .., , , , , . .." .. . ... .., .". .. , .. . . .. , .. .. .. , . ." .. . X 2. II dealh occuned on or bolo,e oocombor 12, 1982. did docodenl wilhin two years proceding dealh transtor propOfly wilhout ,ocelvlng adaquale oonsldDlaUon7 II daalh oceunod ahor oocombor 12. 1982, did docodont transter p,opOfly within ono year 01 doalh wilhout rocolvlng adequale oonsldDlaUon7.. .. .... ,. .... . ,. . .,. " . . ,.... . . , ,.,. . . .,., . . ... ....... .. , ... ., , ., ., , . ..... ,. , . . X 3, Old docedont own an 'In trust lor' bank ao,OOunl al his or her doalh7. , , .. ..." . .." , . , ... .." . .. , .. .. . ... . , . . , .. .. ... . , .. . X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PAI5002 NT""'. COPY'ugh! Form. Son..." Only, '994 N,leo,lnt. N,.PA002 REV-l502 EX. (12-B.~) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret M. Stoufter 21-1996-0452 (Properly 10lnUy-owned wtth Right 01 Survivorship mu.t b. dl.clo.ed on Sch.dul. F) AU real .....t. .hould be reported at lair marlt.t yalu. which's denned II the prlc. at which properly would b. exchanged be_n a willing buy.r and a willing ..Uer. n.lth.r being compelled to b or ..11. both haYln reasonabl. knowl. olth. r.l.yant lacts. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 312 East Portland Street ~hanicsburg. PA 86,000.00 (copy of appraisal will be forwarded under separate cover) PAI5021 TOTAL (Also onlor on lino 1. Rocapnul.lion) (II moro spaco I. noodod. Inson add,bonal shools 01 sarno silO.) s 86.000.00 NTF 121' Copyright Farma SaU..,. Only, '1V4 Nelca,lnc. N'''PA021 ~ a~ ~~!~~~ III ... ~~~ ... . 0 N ti~~ 0> 0: ... ... ~~~~ U N ... Cll \C I"- .<: 1Il~0 . . U 0 N III <Xl <Xl 0> 4J N N 0: Cll Cll . oll'i ~ ~ ... > III .. '" U III ~~ en .pt :E '" en U ...-4 >t O\lll.&JIU t::,.!aC 1.l s:: .... N GI 0 ~ ~~~~ >IllU:& tj:&.<:'tl ~ >. 4J Cll i'S!il~ .&.J III ): CU 0 Q) s:: 0 oIJ ... ~ 0 ... s:: ... C:!i:~ ":&Cllll 0 III .. :>:<<Ill '" '" " >,M.....C) CIl " I 0 :>: . III ~ . . . :&UU ti l>< . icix ... '" U ~~~~ . ...... . II: :>: <<:& ... N ... . '" '" . III \C \C :>: .......Cl '" 1Il~~~ . 0 N <Xl <Xl N N . 4J ... III Cll ~ '" '" .. 4J 4J Cll III 0> III 4J Ofll u " u 0: U~ .... '" .... ... ~ U '" "'>'" '" '" .... CO.Pi . 4J1Il4J ) .. .. ",4JCll Ii UO:U Cll ... .<: E Cll E .u 41 e ell '" ... :J oIJ 0 ... ~~ I"- '" o III U '" I I .. 4J 0: 0 0 Cllll.... ... ... I I I I ~O I"- ... ... . . . . U III U 3: .. .. . . . . Cll Cll Cl III .... '" '" '" '" .. '" " Cll " ~ 0'" 0 III ~ 4J... 4J '" III " '" .. 0 Cll )4 ... :&4J X ~ 0> 0 0> "" III 0: 0: III III 0: 4J 4J .... ... 0>... ~ Cllo-ll Cll ... 4J 0: ... .. .. J:: U.....Pi U III Cll III .&.J C) &I) > Cll 0>0: 0> 00-4.s:: 0 to .<: U .. >. .. 3: U '" III U ~ III III III Cll :&3: X 0'''' t:l... III 0: III 0 III ... 0: Cll 0 Cll 0 '" ... 0 "'.Q 0: <Xl <Xl U III III III ... 0 ... Cll .. '" III III .. \C III .<: Cll III " I ... .. U"- ,''- III ~ '" 0 III 0 I ~ I . I I ... III III I III '" . . . . ,,'I N ... Cl .... U t:llll U ~ ... 0 '" 3: . . . . ... 0 , U "- "'''' III REV.1!11' [X_I'_II, SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWEALTH OF PENNSYLVANIA INtt[nUANC( lAX RElURN RESIDENl DECEDENT , I , I ./ I I I j 1 ESTATE OF Mar aret M. Stouffer ITEM NO. A. Funeral Exponees: DESCRIPTION 1 Rolling Green CelOOtery 2 Myer's Funeral Hare 3 Ursini's Restaurant - funeral luncheon 4 Rolling Green B. AdmlnlstraUve Costs: 1. Personal Reprosontative Commissions Social Security Number 01 Porsonal Roprosonlalivo: 195- 32-4660 Yoar Convnlsslons paid 1997 Narre: Patricia O'Neill 2. Anornoy Foes Narre: l'Ette, Evans & Woodside 3. Family Exol1llUon C1aimanl patricia O'Neill RolaUonshlp Daughter Addross of Claimant at docodonl'. doalh StroelAddross 312 D. Portland Street City ~hanicsburg Slalo PA Zip Codo 17055 4. Proba'. Foes C. Miscellaneous Expen.es: 1 Donegal Electric 2 Darry Heckard, Tax Collector 3 Reserve to close estate (accounting fees, etc.) 4 Central PA Appraisals 5 CUmberland Law Journal 6 'I11e Sentinel PI"'.e Print or Typo FILE NUMBER 21-1996-0452 PA15111 NTF 12" Copyrlghl Form. Software Only, 199-4 Nelco,lnc. N'i4PA1 t I TOTAL (Also onlor on llno 9, Roc IIUlallon) $ (If more space I. needed, In.ert addlUonal .heets 01 same s"e.) AMOUNT 1.386.00 3,317.50 214.50 52.08 4,600.00 4,600.00 3,500.00 143.00 209.00 695.96 800.00 250.00 60.00 67.37 19.895.41 R[V.tSllU.11l91) COMMONW[ALTIl OF I'[NN'VlVANIA INIt[RltANC[ TAl( Il[ TURN R[SIO[NT O[C[()[NT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF Margaret M. Stou[fcr ITEM NO. OESCRIPTION 1 NrocO Account 114641125911 2 Visa Gold 11004616570080036528 3 Visa 114498770200056538 4 NrocO Access Mastercard 115427850010030791 5 Visa 114262409710015114 6 MBNA Visa 114313022781007016 7 Visa 114838260332003953 8 Mastercard 115437000285531549 9 Mastercard 115413376920114406 10 Sears Account 115433037163654 11 Renting of oxygen equiprent 12 General Alrerican Life Insurance Canpany 13 Suburban Cable 14 Sears 15 patricia O'Neill - claim for various improvements to 312 E. Portland Street, Mechanicsburg, PA consisting of: Back porch construction Carpet Paneling and ceiling tile Air conditioner Painting of siding (labor/materials) Driveway and carport Front porch Shed Carpet (bedroon) $5.963.03 $ 365.72 $ 539.39 $ 487.47 $ 565.00 $6,300.00 $1. 430.00 $ 727.29 $ 375.84 Pleue Prtn' or T . FILE NUMBER 21-1996-0452 PA15121 NTF "". TOTAL (Also ontOf on 1100 10. Recapitulation) $ (II mora spOCO Is noodod, Insen addlhonal shools olSamD silO.) COPYflght Form. Softwt.'tOnly, IlIlI4 N.lco.lnc. N!f4PA121 AMOUNT 997.62 9,759.92 9.533.36 5,997.79 7,150.51 5,479.75 5,168.11 3,971. 90 3,273.52 1,236.85 73.58 35.51 41. 96 95.18 16.753.74 69.569.30 LAST W~LL l\ND TESTAMENT OF MARGl\RET M. STOUFFER I, MARGl\RET M. STOUFFER, of the BOrough of Mechanicsburg, cumberland county, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making voLd any and all wills by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid as soon as practicable after my death by my ExecutOr or Executrix, whichever the case may be, hereinafter named. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my husband, WAYNE L. STOUFFER, his heirs and assigns, provided my said husband, WAYNE L. STOUFFER, shall survive me by a period of sixty (601 days. 3. Should my said husband, WAYNE L. STOUFFER, predecease me! or fail to survive me by the aforesaid period of sixty (601 days, then in such event, all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my children, PATRICIA ANN O'NEILL, born April 27, 1940 and THOMAS LEWIS O'NEILL, born January 24, 1937, their heirs and assigns. 4. Should either or both of my children predecease me, I direct the share such deceased child would have received shall LAW O"lCtS SNEl.DAKER. :Y.ER a SILVER pass to her or his issue surviving me per stirpes and if there be no such issue then such share shall lapse. 5. I hereby nominate, constitute and appoint my said husband, WAYNE L. STOUFFER, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify, then i such event, I nominate, constitute and appoint my son, TlfO~IAS LEWIS O'NEILL, 112 Stoner Drive, Mechanicsburg, Pennsylvania, as Executor of this my Last Will and Testament. In the event both m husband and son predecease me or fail to qualify to serve, then i such event I nominate, constitute and appoint my daughter, PATRICIA ANN O'NEILL, 6 Fieldstone Boulevard, Wappingers Falls, New York, as Executrix of this my Last Will and Testament. I further direct that no person serving as Executor or Executrix shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages this I r day of '77lay-- , 1986. 'ilIaIJM1d7JJ Jj;; ~/J (SEAL) !7 Margaret M. [r~f-;e~ Signed, sealed, published and declared by MARGARET M. STOUFFER, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. f Idltj/!~~~ /"10 (SEAL) xl) . /1.., ..~rt_"J ~~" />(C ~y (SEAL) " :R. , ':r'n COMI10NWEl\L'l'1! Ol" PENNSYLVl\NIA) 55. COUN'l'Y Ol" CUMllEHLMlD lie, 11l\RGARET M. S'l'OUHER, E. ROBER'l' ELICKER, II, and SUSAN A. McCoy, the Testatrix and the witnesses, respectively, whose names are signed t~ the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~d:trfri~Rkt~ !12~LJ)O witness I /L~~." d, witness "-'J" /1';, t1.., tJ subscribed, sworn to and acknowledged before me by Ml\RGARET M. STOUFl"ER, Testatrix, and subscribed and sworn to before me by E. ~ Robert Elicker, II and susan A. McCoy, witnesses, this ,!'~ day of . /. !-'" ' I f; I ~ I ,/ " , 1986. ~-- :=J ,.1'1 . ~'....., ,"i j.--,,, 1/"/-',," ., ,/.. '--" /' ~,_. " ,'(.. lit: 1'.1 _. 1/ Notary public 1I5^ '\. r.1~1I3t.lJr.1l s,...."" f' I.lie . ,. ~ ,'... ~. 'l '.. .. .. My Commlllion t'p;m Apr,1 0, 1Y.7 1'11lITTIlI. 1lI'\'ANM a "'OOUMIUIlI It. I'WI...ttKHlcINAI. <<'ClIfl'(lUATIUN ATTmlN~\'H .\T I.AW IIOWrUc.MUff JAMU W EV^N~ ROln. T MOORE:. CIlAkLU I ZWALLY PETtl\ J RU5lUl UOYO k PUSUN Cl\AIC ^ nONE JAMU ^ Wit DANIEL L 1UWVAN HlyrN D SNYOUl. CIlIU\Tortnll C CONN I'" lLYU L ROCoUU ANDRtW II OO\l'UNC MICIIAU n IUf.O kOIU.T r IIAYND III PAULA J UICIlT GAilY J ItUM DAVID It. fir 11IMON~ a..OI NUllTII ....uuNT HTJ(K~1' l'.n. BuX 00:\0 IIAUlUHUl1IW.1'^ 17110.00:\0 TKI.I~I'IIOS": 1717' 1!31!.l'jOOO GUY r I![NLV[NfANO MlClIAll 0 riM tlIOMA) f SMlDA KAIUN N CONNIUY ROIlYN J KAUMAN JAneN II. WOLfGANG (MIlY LONe HOHMAN MATm[W ^ COUNU K^TIILUNDOYUYANINU.. MNltL M CAMP.1U ANTIIONY T LUCIDO TODD ^ rULUk 1lI/-^8tTII J GOLDHUN "'AX 171711!:lO.IHIO IllTlIUD Jl.OlIlkT F. WOODSIDE Fehruary 7. 1997 Register of Wills Cumherland County Courthouse I Courthouse Square Carlisle, PA 17013 Re: Estate of Mar~aret Stouffer - No. 0452-1996 no c- ~-~ ~ :0 :Om r.:: n ...~ ("') Dear Sir/Madam: .." rn LO I -.J Enclosed herewith please Iind the following: . ., -~. , -n., )~ :-~ ~ N .b:. w f~' '-' I. Inheritance tax return (tiled in duplicate); 2. Inventory; 3. Check in the amount of $246.24 in payment of taxes due; 4. Check in the amount of $25.00 in payment of your liIing fee. Kindly acknowledge receipt of these doeumenL~ hy time-stamping the enclosed copy of this leller and returning it to us. EERlcds 8273.1 Enclosures S~CreIY yours, / ;/} (. {(/(!.r: ( (,:J'. ~ ElYse). Rogers . ' " 917281 i . i . ! j , I I , i I I J lnyentory of the real and personal estate 01 f --- Margaret Stouffer deceased 312 East Portland Street Me,chanicsburg, PA $86,000 00 Mellon Bank checking account #142-109-6080 1,280 62 Mellon Bank savings account #00355-015189 Interest on above ite~ accrued as of decedent's death 282 63 Blue Cross/Blue Shield refund o 10 Blue Cross/Blue Shield refund 66 89 73 53 64 94 Blue Cross/Blue Shield refund Gold coins 4 graves in block "B", section 63 at Rolling Green Cemetery, Lower Allen Township, PA 5,500 00 300 00 Total $93,568 71 1""\ ,., - C :'t . " -~! ,?Q; N " \:...;. 0: ". '. r- I D:l .. lLJ u. " Q ..,I: n 0 l.i.l P> ~ E: ClIO: 0: .:g:l UU COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMIULAND . } .: Patricia O'Nuiil b.inli duly sworn .ccorJinli 10 I.w, J.po... .nJ ..y. Ihtf sh. I. Executrix. 0' tho Eri.I. 0' H"r~"ret Stouffer l.t. or Hechanicsb.urg . c..mb"l.nJ County, ,.., eI.c....d .nJ Ihtf Ih. within iI .n iny.nlory m.d. by Patricia O'Nell1 __ . the ..iJ Executrix or Ih. .nli" .."Ie 0' ..id d.c.d.nl, con.ilting 0' .11 Ih. p."on.1 prop.rty uJ r..1 ..I.... ..copt r..1 .ri.l. outaido Iho Commonwfllth 0' P.nn.yl..ni., .nJ Ih.1 Iho ligur.. oppo.i.. ..ch it.m 0' Ih. Inunlory "pro..nl if'. ,.ir ../u. .. 0' tho d... 0' d.cod.nl'. dulh. M4/ Cc;-i2/'/ (' )( Lie' ' . J~.lJj II: .nJ .ub,crib.d b.ro,. mo, " ( (, ,,V, I, , ...-:::--.' / (' \ f ;. -) ( ( (,- - , 19 ) I built., . AJ",illill,.t., r __v. ) \ Patricia O'Neill 312 East Portland Street Hechanicsburg, PA 17055 ........... \. ,0', .;c,. Notari.1I~lI ~/ ~ E: Rac>1ro. ,,,,ury I'ubfIC ~...-ro 1wp. Do.",>,:" CounlV MyCal!"",~~E'p<'l<;Ap<~5.1!))7 "'=N~-rw- NuwlOl 8 -" .:'.~ ',' D.I. . o('il.~lh '. t:';' :'.:: .,r\\' ....., . . ........ '\ '. -'I,')' {' \\\:,.., Dar Hay M."th 1996 Y.., II"".:",. INSTRUCTIONS I. An iny.nlory mu.1 bo mod within Ih". month. ,'ltr .ppointm.nl 0' po"on.1 "p"..nhli... 2. A .upplom.nl in..nlory mu.1 b. filod within Ihirty d.y. 0' di.coury 0' .Jdition.1 ....h. 3. Addilion.l.h..h m.y b. .H.chod II 10 poraon.lly or r..lly ~. S.. Arlicl. IV, Fiduciori.. Ad or 19~9. . . ~ .,; ) w . . ~) N ~ rr: ... "" . 1 '" w ~ '" . .". ... '" u . . 0 0 '" '" . 8 ... c ... .. I W '" W ::> " '':',\, . '" ~ ... ~ .c oi E '" Z ...J U. "' .. 0 '" U. ...J ~ 0 Vl u 0.. - - w < ." :i - I 0 f-o < - > :z rr: '" c , N Z 0 "" " c C ,l: .. - '" :z of: u <3 0 '" to " :z w < "" :;: ... ... :iJ ... '''';--. c - ~ \" I 0 ~ . ....:,........... ... ... -:v ~ E . II ~ 0 ... CJ li: .. /Y./tJ 1-- f COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIUIDUAL TAXES INtI[AIfAHC[ lAIC DIVISION DEPT. ZaObOl HARRISBURC. PA Illza-DbOI NOTICE OF INIIERlTANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ELYSE E ROGERS 3401 N FRONT ST PO BOX 5950 HBG DATE ESTATE OF OATE OF DEATH FILE NUMBER COUNTY ACN 04-28-97 STOUFFER 05-08-96 21 96-0452 CUMBERLAND 101 Anou"t Re..ltt.d I CHANGED 86,000.00 .00 .00 .00 7 . 568.71 .00 .00 (81 19,895.41 69,569.30 1111 1121 1131 1141 c. ~U" fdr:~ ~ :rs 'to: PA 17110 11'-lh'III" 111."1 MARGARET M 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 ~ Rifv:is4-j-EX--AFP--foi-:97j--Nor-icE--OF-iiiHER-ifANl:E-riix-A-PPRA-isEH-ENT~--AL1-owAN-CE-O-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STOUFFER MARGARET M FILE NO. 21 96-0452 ACN 101 DATE 04-28-97 TAX RETURN WAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rill Est.t. ISch.dul. AI III 2. stocks and Bonds (Schadule OJ (2) 3. Clos.ly Hald stock/Partnership Inter..t (Schedul. C) (3) 4. Hartg.gas/Nota. Receivabla (Schedule OJ (4) 5. Cash/Bank Deposits/Hisc. Parsonal Property (Schedule E) IS) 6. Jointly Owned Property (Schadul. F) (6) 7. Transfars (Schadul. G) (7) a. Total As.at. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adn. Costs/Hllc. Expanse. (Schedule H) (9) 10. D.bts/Mortg.g. LI.bllltl../LI.ns ISch.dul. II (101 11. Tot.l Deductions 12. Net Value of TaK Return 13. Charitable/Governnant.l aaqUast. (Schedule 4) 14. N.t V.lu. of Est.t. SubJ.ct to T.x NOTE: NOTE: To insure proper cradit to your account, subnit the uppar portion of this forn with your tax p.ynent. 93.568.71 89.464 71 4.104.00 .00 4.104.00 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: IS. A.ount of Line 14 at Spousal rat. (IS) 16. Anount of Line 14 taxable at Lin.al/Class A rat. (16) 17. Anount of Line 14 taKable at Collataral/Class 8 rat. (17) 18. Principal Tax Due TAX CREDITS: PAYMENT DATE 02-07-97 RECEIPT NUMBER AA185150 DISCOUNT (+1 INTEREST/PEN PAID (-I .00 .00 X .00= 4.104.00 X .06= .00 X .15= 1I81 AMOUNT PAID 246.24 TOTAL TAX CREDIT BALANCE OF TAX ~UE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 246.24 .00 246.24 246.24 .00 .00 .00 I IF TOTAL DUE IS LESS THAN 'I, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '.)l.J I.' U.' RESERVATION: E.tat.. of d.c.d.nt. dying on or b.for. O.c..b.r 12, 1982 -- If any future Int.r..t In the ..tat. I. tran.f.rr.d In po.....lon or .njoy..nt to Cia.. B Icollet.ral) ben.flclarl.. of the d.c.d.nt aft.r the ..plratlon of any a.tat. for life or for y.ar., the Co..onw.alth h.r.by e.pr...ly ra..rv.. 'h. right to appral.. and ...... tran.f.r Inharltanca T.... et the lawful Cia.. B (collat.ral) r.t. on any .uch future Intera.t. PURPOSE Of NOTICE: To fulfill the r.qulr...nt. of S.ctlon 21~0 of the Inh.rltanc. and E.tet. Ta. Act, Act 21 of 1995. (72 P.S. Slctlon 91~0). PAYftENTI D.tach the top portion of thl. Notlc. .nd .ub.lt with your pay.ant to the Ragl.t.r of Will. prlnt.d on the r.v.r.. .Id.. --Haka check or aon.y order peYable to: REGISTER OF MILLS, AGENT REFUND (eAl: A r.fund of . tax cr.dlt, which we. not r.qua.t.d on the T.. R.turn, .ay ba r.que.ted by co.pletlng an "Application for R.fund of p.nn.ylvanla Inh.rltanca and E.tat. Ta." CREV-lll]). Application. ar. available .t the Dfflc. of the R.gI.t.r of Will., any of the 23 A.v.nu. DI.trlct Offlc.., or by c.lllng the sp.clal 2~-hour an.werlng ..rvIc. nuab.r. for for.. ord.rlng: In P.nn.ylvanla 1-800-362-2050, out.ld. p.nn.ylvanla and withIn locel Harrl.burg ar.a (717) 787-809~, TOOt (717) 772-2252 (H.arlng I~aIr.d Only). OBJECTIONS: Any party In Int.r..t not ..tl.fI.d wIth the .ppr.I....nt, .Ilow.nc. or dl..llowanc. of d.ductlon., or ..,.....nt of tax I IncludIng dl.count or Int.r..t) as shown on thl. Notice .u.t obj.ct within sl.ty (60) day. of rlc.lpt of thlt Notlcl by: .-wrItten protl.t to the PA D.part..nt of R.v.nu., Board of App..I" D.pt. 281021, Harrl.burg, PA 171Z8.1021, OR ...lectlon to have the ..thr det.r.ln.d at audIt of the account of the p.rson.l r.pnuntatlv., OR ...pp..1 to the Orphan,' Court. ADHIN ISTAAlIVE COAAECTIONS: F.ctual .rror, dl.cov.rld on thIs a"I.,..nt should b. addr"..d In writing to: PA D.p.rt..nt of R,vlnu., Bur.au of Indlvldu.1 T...., ATTN: Po.t A...,...nt R.vl.w Unit, Oapt. 280601, Harrisburg, PA 17128-0601 Phone (717) 7a7.6505. Se. page 5 of the bookl.t "In.tructlon. for Inh.rltance Tax R.turn for. Re.ldent Dec.dent" (REV.15DI) for an e.pl.natlon of .d.lnl.tratlv.ly correctable .rrors. DISCOUNT: If any tax due 1. paid within thr.. (3) cal.ndar eonth. aftar the dlcedent., death, . five plrclnt (5~) dllcount of the tax p.ld 1. allowld. PENal TV: The 15% t.x aene.ty non-participation plnalty I. coeputld on the total of thl tax and Int.r..t a""..d, and not p.Id b.for' January 18, 1996, the flr.t day .ft.r the .nd of thl tax a.n..ty p.rlod. Thl. non-partlclp.tlon pen.lty 1. applllabl. In the .1.' .ann.r and In the the .a.. tl.. p.rlod a. you would app.al the te. and Intar..t th.t ha. b..n .......d as Indlcat.d on this notice. INTEREST: Int.r..t 1. ch.rg.d b.glnnlnG with flr.t d.y of delinquency, or nln. (9) lonth. and on. (1) day fro. thl d.te of death, to the date of plyeent. T.... which b.ca.. d.llnquent b.for. January 1, 1982 b.ar lnt.r..t .t the r.t. of .Ix (6%) p.rc.nt plr annul calcul.ted at . d.lly rat. of .00016~. All t.... which b.ca.e d.llnqu.nt on and .ft.r January 1, 19a2 will b..r Inter..t at a r.t. which will vary fro. calendar yaar to cal.ndar yaar with thet rata announced by the PA D.part..nt of A.v.nu.. The appllcabl. lnter.st r.t.. for 1982 through 1997 ar.: !!!! Int.r.st R.t. Dally Inbrut Factor !!.!r Int.,...t Rate Dally Inte,...t Factor 198Z 20% .000548 19a7 ,~ .OOOZ~7 1983 16% .000~38 19aa-I991 11% .000301 198" 11% .000301 1'I'l' ,~ .000247 19a5 U~ .000356 199].1"" 7X .000192 I'" 10> .000274 1995-1997 ,~ .000247 ulnt.r..t Is calcul.ted .. follON': INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notlc. I..ued .ft.r the tex baco... delinquent will r.'lect an lnter..t calculation to flft.en (15) days ~yond the d.t. of the ..s.....nt. If p.~ent I. .ad. after the Int.r..t coeputatlon data shown on the Hotlc., .ddltlonal Int.r..t lU.t b. calculated.