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Home My WebLink About96-00485 1'F.TITION FOR l'ItUBA n: lInd (;RANT OF LF.TTF.ltS Estate of VELMA M. SIIOVElt Cllso klloll'll CIS No. '.J 1- ,(jelL' II ~jj To: Register of Wills for lhe County of Cumberland in the COllll11onwealth of Pennsylvania DeceClsed. Social Secllrity No. 196-14-0616 The petition of the undersigned respectfully represents that: Your petitioners, who arc 18 years of age or older and the Executors named in the last will of the above decedent, dated Deccmbcr 20, 1976 and codicil(s) dated [none]. Decedent was domiciled at death in Cumbcrland County, Pcnnsylvania, with her last family or principal residence at 562 Wcst Pcnn Strcct, ClIrlislc Borough. Decedent, then 90 years of age, died April 7 , 1996, at Carlislc Hospital, Carlislc, Pcnnsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adoptcd after execution of the will offered for probatc; was not the victim ofa killing and was never adjudicated incompetent: Deccdent at death owned property with estimatcd values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pcnnsylvania (If not domiciled in Pa.) Personal property in County Valuc of rcal cstate in Pennsylvania situated as follows: $ unestimatcd $ $ $ WHEREFORE, petitioners respeclfully rcquestthe probate of the last will and codicil(s) presented herewith and the grant of lellers tcstamcntary thereon. , ? Q(1".aNl' S.:vl(l,>r<!JlC;)n-vlJUd-rfYL- ba~_ \.I~-':'w",- ~~ ean Shovcr Morrison Belly S ovcr Caldwcll 1781 Trindle Road 562 West Penn Strect Carlisle,PA 17013 Carlisle.PA 17013 (717)243-4264 (717)249-4037 --------------------------------------------------------------------- --------------------------------------------------------------------- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF I'ENN8YLVANIA ) : 88. COUNTY OF CUMBERLAND ) '-- The petitioners above-named swcar or affirm that the statements in the foregoing pctition arc true and correct to the best of the knowledge and belief of petitioners and that as personal representatives of the abovc deccdent, petitioncrs will well and truly administer the estate according to law. ~ ~C ~ e- , C!q/)"f/ -'0"-,1..6-:-. '-);;rIfl-.i}./I../..-7-!fYL-' lJ an Shovcr Morrison /.., /-1 /J{.(.;'--u,.ldH'''~C,;,~''k~&L '/ BClly Shover Caldwell i (i No. cll..,q(/lr - L/'!:5 Eslalc of VELMA M. SHOVER, Dcccascd DECREE OF PRODATE AND GRANT OF LETTERS AND NOW, FEBRUARY 12 ,1997, in considcration of the petilion on the revcrsc sidc hcrcof, satisfactory proof having bccn prcscntcd bcforc me, IT IS DECREED that thc instrumcnts datcd Dcccmbcr 20, 1976, dcscribcd thcrein be admillcd to probate and filed ofrccord as thc last will ofVclma M. Shovcr and Lcllcrs Tcstamcntary are hcrcby grantcd to Jean Shover Morrison and Dclly Shovcr Caldwcll. Will Book # Page \. . I) n . YYlo".\l/( .,X.ULL-L--f.Lu~b' J n/I(UW.~td{'(r C. LEWS~ RcgisterofWills / MARY TOTAL $ $ $ $ $ 18.00 ~:aa Ivo V. 0110 1Il (27763) AlTORNIOY (Sup. Cl. J.D. No,) MARTSON, DEARDORFF, WILLIAMS & OTIO 10 East High Strcct Carlislc. PA 17013 (717) 243-3341 FEES Probatc, Lellcrs, Etc. ~g~ificales( 1) Renunciation JCP 5.00 32.00 Filcd FEBRUARY 12, 1997 (')0 cCi' Ol' I.d :1J1R -..J ~ ....~ \.1 .,., '" .- u:J , .. ". ~ 0 :=: - .- 0 if; Ui ,-;. -... \.oJ LE'fTERS AND ORDER 'fO ATTORNEY ~> FIHLU'n"TAFII.r'ESTAnSlJlo,.rrT tTR . II. ,1 \' It d I' .111 ,d .1, ,jlll \"h t till' t Ii d Ie' 11111.' Ii' Idlll,' llll ,\ '.\ lilt lilt ,1'. ld \ Thb I' 10 ll"l,li~ lli.1I Ihc Inl.11 tllltltll1 114 It 1:1' t I. 1 \ ,,'! It' I h \' 'I':' I I t. 'III '11' d 1;' 1.11LtIHq';I''1UH Thc""flll.dllll1lh,dt \\dlhll"I\\111(! ,j" "'''1 \n.,ill",,'I'!. WARNING: Ills Illegal to duplicate this copy by photostat or photograph, hl' lor ,hi.. ~lltill\ .Ill, ~.' till .,""".'''........~ /\~\I\I OU/-/: ':' ,1.1-', '~:.;\~ ! ~l' ..... \~~ II S (I' I;: \ . \ ,'I'. .::l .~ If ~.,t'-...'.~... ..~ 1f" .' '~'1 :?/AfENl ~\ ~~,,..' '-~~~ ""'" L~'",,,, \~. ~...--''-t.~1:~.:.J$,....:..., 11I1,llltn:l""l.ll " 3426G18 A[J:~. 9 l~q\J I till' No ..,C!.,~... ~If COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ....I'~I-. C.,tQftO'....._toh_1 . April 7,l996 ., ~. t'~male K1".l),'61.",roOol,;'-rr. 0616 s_ l~ - - .., ~ ,,"..t."'Cttl~l*'l1.... .....H ... Velr.:.a .'10 P\.fI(.'0I01"N~""0"",,,.-_""""04""-"" -~ ~_~ I~_C ou.c'.Il""''''___''''' ......, ::.hover .'"fMP\,ll(AiC.._ ~.......,.CIV"" Carlisle, JJenna. .Gl,,"_ \....01"'00." - ,.,. UOfDl!1I10'" --! .......... i (,tt'I'IOf'lOI'WPO'OC.fM Carlisle ~o"pital .. =...0 90 ... .hit. (;(lV'oIrrOl " ~:\ ~um.tH!rland ,...""..Sf.ofU'l...._ -.........- ---- widow ........""'" .._7"'....._._ .....1 [;4U(.'"I"""'" ul""....O'<)III(.... ....O..r{t.. -~ n..S'.. t'cnnsy van a 01 I .., U ..O:(;U.III'IQ'I ."'OOl'lIoUs.....U....OO"ll.. --.;.":.:::.~:.:~;;':' III Housewife 111 Own Home OCtl!lY"S......"'OIlOClllJ..n/Sf>..~"...{c""'" tAelDI""1 502 West l"enn .;j'tre~'t :.'i~'oC1 Carlisle denna .l70l3'::;::;:;- lr.O...__~ ,~, DO -- --. ;umbcrlnnd --.' lr"'J;.:':':::::::':~ WOOlt<'lOl,,,,.we,I.'_"'_Soi- Cllrlisle .. 10'101111'''.'''''.' "'-'~aV id .. lJ ...()III........11........,1~.1"! J .t]et;t;Y . ..,. '''''' ......:Ji'"_....O o....&-:"" ;;iller Caldwell 1'1_._.....0 /1.7 O.TI""V'IC)o..OO(.IOt1i1.tl.....<t........, '-{ - 7- ? ~ " _11ls.t..IIIII..IDl'O...lt/IC.Al.IU....... ~O ~a- ,.AII'.' DfIoo~..._---..-'" ...-........--...._.......""'"" . . I'. Hi'll I, ........._..., ~....__.._._....__..... 011__......_........ -.......-...---....- -..........-. '......._r_........._ .-.-. :== , : rr~1 AtJ..t.- S;:./lPH' ,61"4'",'t,. OU(,o.(:"'.s.CO...I)o,l........\ 4/1.,,(/', /N't VII.,.... \ : , - ---- .---_..--~--...-_._- DUlIO....,..S.(,.(......'M...I..! DUtltlf.....,.c,;;:..--:;,i--<<.Tti,- : 'C;"~";'';; IOL_ _ ro-_ ~.(lI.....wo' 1lO_.,_"._...-.of"IoI ~"""~'.l 'h . "'- \OC01Il)fo"._.....-_ O.,.Ct""'J\J'" ........no...., "'''''''0 11'I M)oo.' OfSC_loo('fwOOUUllloca.-lD """"'.U~'~"fllI.~' ".""."0" Ot.," -......l'fOO'lm CO'l'Ull(101~C"VU rt.' _.~ 0 OJIDlJol"' ....".. ..- ~] ,........."'.....- :-j ...d" ~O ~ ... CJ -=-....bo""'__ ~ ~ "' _ 0 ...D .. r. '=~Clf~~ /f'. ;~''!3J.ii~~. ~~:3t~?-1t .....I.OOC..DOI'I\t(lll.I..I(1IO..."O(,.OUI"II'IDC~,.(llIPlol.. """"'''J'OS~ I/o. f. pltll/f(.. If,)! r: 2 t. G ..,."t,JQ,'" jA. 11 CA(((...Ol.i "_(?,,, o.o.lt....('l....,... " '" I.. u"'....Il.v..__ .U.f1l'l'1lICI""1lC11..'..................."'l.........'lto.....,.....'....,..........r'-"'....... .... ,~"....t.....,.....lJ' ,....-.....,.--...........--...............,.......-"'...... ..IIOOIOOJOICIOIO...DCUI1If'_..."ocu......,...r........"""'f'"}c......."',..........".......,.,...., ",,,.._,,,...,,~ 010'11I.__"11"'_."'. ....,.....,................-........-........ .UlooeAllJ.U,t""..,cOflO...1I o.._......,..._.,,o"............,,...,..........,..-,...'''ocr.....d "."..........11 ."",!lU .....~.I.,"'tI....ltI.... ,.."'..._..tt.'............. ..".. .-.. ..... .....". :.,'.. .. ~;~\\ '\ , \Q,,\~ ..H..'I.....ISOG...:rIJAI..~"I.. '2'. " <. ~. '" "-.....,C.\':S.~~....L G_\.,;kL()j " - c21-/C)rlL" L/ \15 . 00 ~ :o~ c- 3~ n 0 0 l:-.:.Q ~ ...,., .~ ~ ~-:~ rn CD -- 0 (0' -- .-, . , a ::i",- : , . ;:") L' 0 :1:1<' i.f1 -. )>o;:l w uw g,ncu WILLIAM ,. MARTlOH. '.C. LAST WILL AND TESTAMENT I, VELMA M. SHOVER, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my resnuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I give, devise and bequeath all of my estate, both real and personal property, unto my husband, ERNEST W. SHOVER, and I hereby appoint my said husband as Executor of my estate. 3. In the event my husband shall predecease or fail to survive me, then I give, devise and bequeath all of my estate in the following manner: (a) I give the sum of One Thousand Dollars ($1,000.00) to each of my grandchildren who shall be living at the time of my death and I direct that said legacies shall be paid to the parents of said grandchildren to be held for their use without any accounting to any court. (b) All the rest, residue and remainder of my estate, both real and personal property, I give, devise and bequeath, in equal shares, unto my two children, JEAN SHOVER MORRISON and BETTY SHOVER CALDwELL, absolutely. (c) I hereby appoint said JEAN SHOVER MORRISON and BETTY ) :, V}~~ \...) (. L .y1-a.- f1f. Velma . Shover' .~ y.! ~Ii.../ -1- SHOVER CALDWELL as Exccutrices of my estate under this paragraph of my Last Will and Tcstament. IN WITNESS WHEREOF, I hereunto set my hand and seal this ~o'/l.. day of ~ , 1976. .e'v (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testatrix, VELMA M. SHOVER, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix and of each other. -ifJ;DL. f;fi~ J!t/f1f4rt, ;Jt: ~I-t1'~/ I uw orrtcu WIWAM r. MARTlON. ..c. -2- ~ 1j~ '6.!!/ If) <:) ,.'t' "s'- d; t;.... .;8 a~- ..... ,.. ~i~; 0 1', .... ..- "':} ib ~ ~ . _::} 0.... ., _." itl ~.~ '0 a: a:: P\ S~ .t.lI..~ "~J r~ !..J~ . .t~ ~t , +'11....3 ,~ B e. .~~ 'a ~: \+-t ttl"'''~ S ~. t:l "~r ~l-~~ ~....l)> ~;;::!J ~f~ tf.!..\ ~.. ,-t' :ffii.t~ ~~ ~\, ~i)) .. . . .. ~ ~ ~ CI.l ~ ~. s ... . " ~ !.~ 'S1 ~. I~!d ~~.ffi3J ~ ~.!1 ~ i . ~ ~ t.. -. .- .. . oj /.",-/,;9-';' ~HERrrANCETAXREJURN RESDENT IECEDENT (TO BE FLED ~ DlPLlCA TE 'M1H REGISTER OFWLLS) . REV.'500EX'17.94\ ~. t/, ~ ) COMMON'M.AL11l OF PENNSYLVANIA DEPARTMENT OF REVENU[ OEP' 180601 ttARHISDURO. PA 11120-0001 DECEDENTS NAME IlAST, FIRST, AND MIDDLE INITIAL) SIIOVER, VELMA M. 4a. Future Interest Compromise (lor dates of dealh aller 12-12-82) 6, Decedent Died Testate 7, Decedent Maintained a Living Trust (AUach copy 01 Will) (Attach copy of Trust) , ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS IVO V. 0110, III MARTSON. DEARDORFF. WILLIAMS & 0110 TELEPHONE NUMBER 10 Eastlligh Streel (717 )243-3341 Carlisle, PA 17013 I w C I!! "'~~ ~15g uffa Q. . <h!: ll!l!l 82 DECEDENrs COMPLETE ADDRESS 562 Wesll'enn Slreet DATE OF B1RTIl Carlisle. I'A 17013 07/03/05 COUNl'I Cumberland SOCIAL SECURll'I NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) SOCIAL SECURITY NUMB[R 196-14.0616 DATE OF DEATIl 0.\107/96 (1) (2) (3) (4) (5) (6) (7) lor dalos 01 doath allo, 12131191 chock ho'o rl a spousal povony crodlllS clalmod r2- r FILE NUMBER 21 lj(, COUNTY CODE YEAR tJbl5 NUMBER 3. Remainder Return (for dales 01 dealh prior to 12.13-82 5, Federal Estate Tax Return Required o 8. Total Number 01 Sale Deposit Boxes 1, Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Notes Receivable (Schedule D) 5, Cas~L Bank Deposits & Miscellaneous Personal Property (Scnedule E) 6, Jointly Owned Property (Schedule F) 7, Transrers (Schedule G) (Schedule L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral EXp'enses. Administrative Costs. Miscellaneous Expenses (Schedule H) 10, Debts. Mortgage liabilities, Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value 01 Estate (Line 8 minus Line 11) 13. Charitable and Government Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15, Spousal Translers (ror dates 01 dealh alter 6-30-94) (Include values Irom Schedule K or Schedule M) 16. Amount 01 Line 14 taxable at 6% rate (Include values Irom Schedule K or Schedule M) 17, Amount 01 Line 14 taxable at 15% rate (Include values Irom Schedule K or Schedule M) 18, Principal tax due (Add tax Irom Lines 15. 16, and 17) 19, Credits Spousal Poverty Credits Prior Payments Discount Interest + + 36.22 (19) 20. If Line 19 is greater than Line 18. enter the difference on Line 20, This Is the OVERPAYMENT (20) A. 0 Check here If you are requesting a relund of your overpayment. 21. II Line 181s greater than Line 19. enter the difference on Line 21, This is the TAX DUE. A, Enter the interest on the balance due on line 21A, B, Enter the total 01 Line 21 and 21A on Line 21B. This is the BALANCE DUE, Make Check Payable to: Register of Wills, Agent .. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH .. Under penallies of pe~ury. I declare that I have examined Ihis relurn, including eccompanying schedules and statemenls, and to the best of my knowledge and belief, It is Irue, correct and complete. I declare thai all real estate has been reported at true market value. Declaration of preparer other than the personal representallve i. based on en informallon of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ,0l.Tlr ;;~F': . -An;: ~ 562 W.l'enn St.. Carlisle.I'A 17013 6p~ .{, S E F~~EP~ATIVE ADDRESS 'fAT rI' ~ 10E,llighSt"Carlisle.I'A 17013 {,/Iif/U (' AwlUblt) SiSYlVf1Q Spous.', Nam. (1Ii.t. rut Md Mddlt ind"ll 1, Original Return 2, Supplemental Return 4. Limited Estate z o ~ E Q. (j W a: z o ~ !5 ~ <.> ~ (9) (10) (15) (16) (17) 26.189,68 (8) 26.189,68 10.653,00 3,463.24 14.116,24 12.073.44 (11) (12) (13) (14) x .00 = 12.073.44 12,073.44 x .06 = 724.41 x .15 = (18) 724.41 36.22 (21) (21A) (21B) 688,19 5688.19 !~ ,. @ Mellon Bank PERSONAL BANI<ING STA TEMENT DIRECT I~QUIRIES TO. MELLO~ 8A~K ~A 3 COMMO~HEALTH REGIO~ CARLISLE DEPOSIT 1 ~ HAtlOVER ST CARLISLE PA 17013-3014 717-249-2414 1".111".111.....,11,.11.,,1,1.,1,1.,11,,11,,1,1,,1,1,.1.,.11 ER~EST 1,1 SHOVER DECO VELMA M SHOVER 562 1,1 PErlll ST CARLISLE PA 17013-2236 02550 0418 182-832-5777 PAGE 1 OF 2 STATEME~T FROM 03/30/96 THRU 04/30/96 FIliD OUT HOH TO CONSOLIDATE YOUR ::!LLS I'IITH A MELLON HOME EQUITY PERSONAL CREDIT LINE. TO APPLY, VISIT ONE OF OUR OFFICES OR CALL THE MELLONDRECT 24 CENTER AT 1 BOO MELLON - 24. RELATIONSHIP SUMMARY DEPOSIT ACCOunTS PERSONAL CHECKIIlG HONEY MARKET TOTAL BALAtlCE 780.44 4.02 785.5& LOAN ACCCUtITS OUTSTAUDIUG PERSONAL CHECKING ACCOUNT 182-832-5777 AccourlT SUM~1ARY OPENltm BALANCE AS OF 03/30/9& TOTAL OEPOSITS AtlO OTHER ADDITIotlS ItICLUDItlG ItITEREST CREDITED THIS PERIOD TOTAL CIIECKS ANO OTHER WlTHn9AIIALS ItICLUDIt:G FEES AlJD CIf.RGES THIS PERIOO CLOSING BALAlJCE AS OF 04/30/9& 285.71 +878.00 -;~3.27 760.44 AVERAGE ACCOUtlT BALAIlCE 78&.89 ----- --------------- ACCOU~T ACTIVITY -----..------- OEPOSITS CHECKS DATE AIlD DTllER AtID OTHER DAILY POSTED DESCRIPTIOlJ AOOITIO"S WlTHDR.IIALS BALAt1Ce 03/30/9& OPENING BALAIlCE &:85.71 OCfilJU'fa "'rtf.C" )I..~O 249.51 04/03/9& MIse AUTOMATED CREO U5 TREA~URY !O3 303103&D30S0C ~EC 1802&74220 S~A 828.00 1,077.51 04/04/9& OVERDRAFT FEE REFUtID 25.00 OVERDRAFT FEE REFU:ID '::5.00 1,11:7.51 04/08/9& CHECK # &74 168.32 oS'?!'? 04/11/96 CIIECK # &78 178.75 780.(.4 0./30/9~ SERVICE CUAQGE .00- 7~O. (~4 04/30/C?& CLO~ItlG BALAtICE ,80.44 5CH. liE ", ..J.~VYL @ Mellon Bank PERSONAL BANKING STATEMENT ER~EST H SHOVER DECO VEU1A M SHOVER 02550 182-832-5777 PAGE 2 OF 2 PERSONAL CHECKING ACCOUNT 182.832-5777 (continued) . YOUR 110NTHL V ~ERVICE CllARGE I ~IlOHll TO TIlE RIGIlT I liAS BEEtl HAlVED THI~ MOUTH BECAUSE OF YOUR PREFERRED CUSTOIIER ~TAT\JS. 7.00 -CHECKSUMMARY 674 A"OutIT P FEREIICE 110 ell CK" 1&. 0000000&> OQ7Q9 ~7n. AMOUNT R F RENC m t 9 OOOOOOO~4 7SaS PLEASE USE TilE ACCOIJllT RECCIICILEMEIlT FORM lOCATED 011 THE BACK OF THIS STATEI1ENT TO BALANCE YOUR ACCOUNT. MONEY MARKET ACCOUNT 180-070-0575 ---------+---_._-~-. --------.-------- ACCOUIlT SUMMARY OPENING BALAIICE AS OF 03/30/9& TOTAL DEPOSITS AIIO OTHER AOOITIOtlS IllCLUDIl1G IIlTEREST CREDITED THIS PERIOD TOTAL CHECKS AIIO OTHER HITHDPAHAlS ItIClUOIIIG FEES AIID CIlARGES THIS PERIOD CLOSING BALANCE AS OF 04/30/9& 1'+.'1t. +.00 -10.00 . 4.QZ AVERAGE ACCOUIIT BALANCE 14.9Z AVERAGE COLLECTED BALAIICE FOR AIlNUAL PERCEIITAGE VIELD EARNED 14.&1 YOUR AtlllUAl PERCENTAGE VIELO EARIIED FOR TillS STATEI1ENT PERIOD IS D.OOX -----------------.-..------------..---------- ACCOUIlT ACTIVITY DEPOSITS CIlECKS DATE AIID OTHER AIID OTHER DAIlV OST 0 DESCRIPTION AODITIONS HITIlORAHAlS BA ANC 03/30/9& OPEIIING BALANCE 14.9Z 04/30/9& SERVICE CHARGE 10.00 4.QZ 04/30/9& CLOSING B~LAIICE 4.92 PLEASE USE TilE ACCOUNT RECONCILEIIENT FORM LOCATED ON THE BACK OF THIS STATEI1ENT TO BALAIICE YOUR ACCOutIT. IF YOU HAVE QUESTIONS ABOUT THE INFORMATION CO~TAINED IN THIS STATE- MENT, PLEASE CALL THE MELLO~DIRECT 24 CENTER FOR CUSTOMER SERVICE. THE NUMBERS TO CALL ARE 1 800 222-9034 OR 222-9034. ' SUi. liE ': T.J.-.-(l1 l.. * 5che<1J1e H FI..lIral Elqlensm, Alinlnlslrati\'Il Costs and MlllC8ll1leoLJS Explll9ll8 COMMOHVvtAL '" or f'[NNSYLVANIA INtl[R1TAHCE TAXRETUHN RESIDENT OECEOENT FILE NUMBER Estalc 96 ESTATE OF SUaVER, VELMA M. ITEM NUMBER A. Funeral Expenses ....T:......!:iviiig'n-ioili.crs'l"iiiierurHoi'iic.;.Cu'ilislc';'Pi'\......................,.....,.....................,..............,..,...,........................,.....,.....................~:'82'2J10' DESCRIPTION AMOUNT ......r.....cu.iiiliellu.iiiI'VolfcY"IJiiilio.iiiiI'Uii'iiIc.iis:..griiy.ii.o.jicliiii.g........'..................................'..............................................................oOU:O'O ......J:.......l\'1iiiis'iiir;Tu.iiei'iil"'SiifVic.ii....'.........................'.........................................,..................,.................................,..............,...............,......'..TOU:O'O ......~.:......F'iiii.craT'iec.cjiiio'ii.......................................................................................,............,..,............................................................................TOU:O'O ......S:......Gc.iirgc.s.FTiiwiii'S........................................................................................................................................,..................... ......................TO.6:0'0 ..................................................................................................................................................................................................................................................... ....................................................................................................................................................................................................................................................... B. Administrative Costs 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees MARTSON, DEARDORFF, WILLIAMS & alTO 1.300.00 3, Femlly Exemption Claimant Betty S. Caldwell Address of Claimant at decedent's death Street Address 562 West Pcnn Street City Carlisle 3,500,00 Relallonshlp Daughter State P A ZIPCode 17013 4. Probate Fees C. Mlscettaneous Expenses: ....'T:.....IMiiIToi'i'Ba.iiR.;.scfVicii..cliii'igc........,.............................................................................................................................r.............'........TO.:OI)' .....2.:....1 Regisief'iirWins;..mii'igTc.c.........................................................................................................................................T........................r:s:o,o .....j:.....IResiifVcil'fo'i.u.ailiiiiii'iiil"cxpiiii.s.cs.iii'ia.'ffiii'iii"fces................................................................................................1......................TUO','OO' ..............1...............................................................................................,...................................................................................................................................... Schedule H TOTAL t 0,653.00 /~ It "/ / I . I '....... REV-1547 EX AFP 112-95_ COHHONWEALTH or PENNSVLVANIA ACN 101 DEP'O'HE.' OF OEVEHUE NO lICE OF INHERITANCE TAX BUREAU OF INDIVIDUAl TAM[S '. APflf",ISEHEHT, ALLOWANCE OR DISALLOWANCE DEPT. Z80ftOl DE T OF 09 23 9 H'OO'SBUO', P' 17128....1" UF oUCTIoNS AND ASSESSHEN TAX DATE - - 6 ESTATE OF FILE NO. 2TT6-"if485 DATE OF DEATH 04-07-96 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FoRH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAKE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAVMENT TO: TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. IS.h.duI. Al III 2. stocks and Bonds (Schedule 8) (21 3. Closely Held Stock/Pa~tne~ship Inte~est ISchedule C) (3) 4. Ho~tgages/Notes Receivable (Schedule D) (4) 5. Cash/Sank Deposits/Misc. Pe~son.l P~ope~ty ISchedule E) 15) 6. Jointly Owned P~ope~ty (Schedule f) (6) 7. T~.nsfe~s (Schedule G) (7) 8. Tot.l Asuts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune~.l Expenses/AdM. Costs/Hisc. Expense. ISchedule H) (9) 10. Debts/Hortgage Liabilities/Liens ISchedule I) (10) 11. Tot.l Deductions 12. Net Value of Tax Retu~n . 13. Ch.~itable/Governn.nt.l a.quests ISchedule J) 14. Nat Value of Est.t. Subject to T.x NOTE: ~ate Line.l/Class A rate Collat.ral/Cla,s a rate lIS) IIbl 117) IVO V OTTO II I MARTSON ETAL 10 E HIGH ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Anount Rani t ted CUT' ALONG THIS LINE ~ RETAIN LOWER PORTION FdR YOUR RECORDS ~ 'iiE'v: is'4T EX-"j:j>--m-:9SY-iliificE--ciF-YNHEiiii'ANCn'-AX-AP piiiiisEifEilr;-,H.i-ciiiAN-cE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHOVER VELMA M FILE NO. 21 96-0485 ACN 101 DATE 09-23-96 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 16. Anount of Lina 14 taxable at 17. Anount of Lina 14 taxable at 18. Principal Tax Due TAX CREDITS: PAYHENT DATE 06-19-96 RECEIPT NUHBER AA1l2949 DISCOUNT 1+) INTEREST 1-) 36.22 CHANGED .00 .00 .00 .00 26 ,189.68 .00 .00 181 26,189.68 10,653.00 3.463.24 1111 1121 1131 1141 1 4 . 11 6 :04 12,073.44 .00 12,073.44 .00 X .00: 12,073.44 X .06: .00 X .15: lI81 .00 724.41 .00 724.41 AHOUNT PAID 688.19 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 724.4~ .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FoRH FOR INSTRUCTIONS. I .l i. t".J " , i .;, .l.., DO L.'._ RESEAVATJOH~ Elt,tl' of dlc.dlnt. dying on or b.for. O.c..b.t 12. 198Z .. If any future Int.r..t In thl ..tat. I. transflrred In Po.....lon or .nJoy..nt to Cia.. . leollet.t.l) bln.fle!.rl.. of thl dlc.d.nt .,t.r thl Ixplretlon of any I.tet_ for II'. or for y..t., thl Co..onw..lth hlteby ..pr...ly r...rv.. thl right to appral.1 and 1111" tran,f.r Inherltancl r..I. at thl llwful Cl... II (coU,t.teU t.t. on any such future Inhr..t. PURPOSE OF NOTlCEI To fulfIll thl requir...nt. 0' Slctlon Zl~O of thl Inherltancl end E,t.t. Tax Act, Act zz 0/1991. 12 P.S. Section 2140. PAYft[Hh Detlch thl top portion of thl, Hotlel and sub.lt with your ply..nt to thl Rlglst.r of Willi prInted on the r.ver.. ,Id., "Heke chick or lonly ordu paYllbl. to: REGISTER OF -MILLS, AGENT All Ply.ent. rlclivld .hllll flr.t bl IIPpll.d to Iny Int.r..t whiCh .ay bl du. with any r..alnd.r appll.d to thl tax. REFUND (eA>: A r.fund of I tlX cr.dlt, which was not r.qu..t.d on the Tax R.turn, .ay b. r.qu..t.d by co.pl.tlng an ~Appllcatlon for R.fund of Plnn.ylvanla Inh.rltanc. and [.ta'. Tax" (REV-1313). Application. are ~vallabl. at th. OffiCI of the R.gI.tar of Will., any of thl 23 R.v.nul Ol.trlct OffiCI., or by calling the .p.clal 24-hour en.w.rlng ..rvICI nueb.r. for for. a ord.rlng: In p.nn'Ylvanla 1-800-162-20S0, out.id. P.nn.ylvanl. and within local H.rrl.burg .r.a (717) 787-8094, TOO' (317) 772-2252 (H.arlng Ilpalr.d Only). OBJECTIONS: Any party In Inter..t not .atl.fled with 'h. appr.I....nt, allowanc. or dl.allowanca of d.ductlon.. or ........nt of tax (Including dl.count or Int.r..t) a. shown on thl. Not Ie. lU.t obJ.ct within .Ixty (60) day. of r.calpt of this Notlc. bYI --written pro,..t to the PA alplrt..nt of RIV.nu., Board of Appeals, D.pt. 211021, Harrisburg, PA 17128-1021, OR --.hctlon to have thl .att.r det.relned at .udlt of thl .ccount of 'h. p.rson.1 repre.antatlva, OR --.pp.al to tha Orphan.' Court. ADttIN ISTRATlYE CORRECTIONS, ractual .rror. dl.cov.rld on thl. ..'.....nt .hould b. .ddr....d In writIng tOt PA D.part..nt of'Rav.nu., . Bur.au of Indhddu.1 Tax.., ATTN: Post Auus..nt Rlvl.w Unit, D.pt. 280601, Harrisburg, Pi 17128-0601 Phona (711) 111-6505. S.. p.g. 3 of the bookl.t ~In.tructlon. for Inh.rltanc. Tax Rlturn for a R..ld.nt Oec.d.nt" (REV-1S01) for an I.planatlon of adllnl,tratlv.lY corr.ctabl. .rror.. DISCOUNT: If any tax du. I. paid wIthin thrll (3) c.llndar .onth. after the doc.d.nt', d.a'h, II flv. p.rc.nt (5%) dl.count of the tax paid I. allow.d. PEHALTY: Thl 15% tax aen.sty non-participatIon p.n.lty I. co.putld on th. total of tho tax and In'.r..t a....s.d, and not paid bafora January 11, 1996, the first dey .ft.r tho ond of tho tax a.nl"y porlod. Thl. non-participation p.nal'y I. app.alabl. In tha .a.. lann.r and In th. th. .a.. tl.. periOd a. you would appoal th. tex and Int.r..t that ha. b..n a..a...d a. Indlcetod on 'his notlco. IHTERESh Intlr.,t I. charg.d b.gInnlng with flr.t day of d.llnqul"cy, or "In. (9) .onth. and on. (1) day frol the dati of d..th, to the dati of p.y..nt. Tax.. which blca.. d.llnquent b.for. January I, 1982 b.ar Int.r.,t at th. rat. of .IM (6%) parcent plr annul calculatld at a dally rat. of .000164. All 'a... which blca.. d.llnqu.nt on and aft.r January I, 1982 will bear Inter..t at a rat. which will vary fro. calendar y..r to cal.ndar year with that rate announc.d by th. PA D.part.ant of R.v.nu.. The appllcabl. Int.r..t rat.. for 19B2 through 1996 ar.: '!!!! Intlr..t Rat. nally tnt.r..t F..ctDr !!!!' Int.re.t Rat. n..l1., In'.r..t Flletor 1912 20% .000541 1987 'X .000241 1911 16% .0004]8 1911-19'1 11:C .DOOlDI 1984 11% .000lDI 1992 'X .0002...1 1915 U% .000lS6 1993.1994 ,x .0001'2 1'16 10% .000214 1995.1"6 'X .000241 --Int.r..t Is calculated .. foUow.r INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotle. I,su.d aft.r the tax b.co... d.llnqu.nt will r.flect an Int.r..t calculation to fl"..n (15) day. b.yond the dati of 'he al......nt. If pay..n' Is .ade aft.r the lnt.r..t co.putatlon dati shown on 'h. Nottce, additional Int.r..t IlUSt b. calculat.d. REV l!! "'~!,Q M15l5 :l:a:~ U.... .. .. 15"-/09,1 t.lI-ERITANCETAX RE11J~ RESDENT IECEDENT (TO BE FLED t.I DlPLlCA TE W1H REGISTER OFWLLS) DECEDENTS COMPLETE ADDRESS 562 Wesll'ellll SIreel DATE OF BIRTtt Carlisle. I'A 17013 07 iIIJi05 COUNTY ClImherlalld SOCIAL SECURITY NUMBER AMouNr RECEIVED (SEE INSTRUCTIONS) ,';.00 '500EX.(7.941*, I"! COMMON'M:Alttl or P[NNSYLVANIA O[I'AlHMENl OF RI.V[NUl OU1' ;>80001 tWU\ISUURG.I'A '71280001 DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) SIIOVER. Velma M. ~ w o DATE OF DEATti 0,111I7,% lor dalos 01 doath ollor 12/31/91 chock horo ,I a spousal poverty cfodlt IS claimed FILE !lUMBER 21 % COUNTY CODE YEAR .185 NUMBER 3. Remainder Return (lor dates of death prior to 12-13.82 5, Federal Estate Tax Return Required 4a. Fulure Inlerest Compromise (for dates of death alter 12-12.82) 6, Decedent Died Testate 7. Decedent Maintained a Living Trust (AUach copy of Will) (AUach copy of Trust) . ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: .;,.... w'" a:~ a:", 00 UQ. (19) 20, If Line 191s greater than Line 18, enler the difference on Line 20. This is the OVERPAYMENT (20) A. t:l Check here If you are requesllng a refund of your overpayment. 21, If Line 18 is greater than Line 19. enter the difference on Line 21, This is Ihe TAX DUE. A. Enter the interest on the balance due on line 21A, B, Enter the tolal of Line 21 and 21A on Line 218. This is Ihe BALANCE DUE. Make Check Payable to: Register of Wills, Agent .. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH" socw. SEcunlTY NUMUln 196-14.0616 \11 AppIlCablel SIJ'V1Vong Spotlle I Name ltall F I'll And M.odd:' In",all 1. Original Return 2. Supplemental Return 8, Total Number of Safe Deposit Boxes COMPLETE MAILING ADDRESS MARTSON. DEARDORFF. WILLIAMS & arm 10 Eastlligh Streel Carlisle, I'A 17013 (1) (2) (3) (4) (5) 981.16 (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) x .00 = (16) 981.16 x ,06 = (17) x ,15 = (18) Discount Interest 981.16 981.16 981.16 58,87 58,87 Under penalties of perjury. I declare that I have examined thiS return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true. correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all Information of which pre parer has any knowledge SI NA,TU O~E~'2.~P~St1EFORFllINGRE1URN ADDRESS DATE ~ 1" C. C),.,~ 562 West Penn Street. Carlisle.I'A 17013 :,J,//'1/9 7 ~PA~l5'"THiR-THANREPRES[NrATM ADDRESS ')) IJOA1,\E '11 10 Eastlligh Slreet. Carlisle.I'A 17013 10... If 4. Limited Estate '" o ~ F! ii: <S w a: NAME Ivo V, ana. 111 TELEPtiONE NUMBER (717 ) 243-3341 1, Real Eslate (Schedule A) 2, Stocks and Bonds (Schedule B) 3, Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Notes Receivable (Schedule D) 5, CashhBank Deposits & Miscellaneous Personal Property (Sc edule E) 6, Jointly Owned Property (Schedule F) 7, Transrers (Schedule G) (Schedule L) 8, Total Gross Assets (total Lines 1-7) 9, Funeral EXllenses, Adminislralive Costs. Miscellaneous Expenses (Schedule H) 10. Debts. Mortgage Liabililies, Liens (Schedule I) 11. Total Deduclions (lotal Lines 9 & 10) 12, Nel Value of Estale (Line 8 minus Line 11) 13. Charitable and Government Bequests (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) 15, Spousal Transfers (for dates of death after 6-30-94) (Include values from Schedule K or Schedule M) 16, Amount or Line 14 taxable at 6% rale (Include values from Schedule K or Schedule M) 17. Amount of Line 14 taxable at 15% rate (Include values from Schedule K or Schedule M) 18, Principal tax due (Add tax rrom Lines 15, 16, and 17) 19. Credils Spousal Poverty Credits Prior Payments '" o F 5 !!! o U ~ + + (21) (21A) (21B) 58,87 S58.87 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN (X) IN THE APPROPRIATE BLOCKS. 1. Old the decedent make a transfer and: a. retain the use or Income of the properly transferred, ............................................ x X X X b. retain the right to designate who shall use the properly transferred or Its Income, c. retain a reversionary Interest; or .................................................................... d. receive the promise for life of either payments, benefits or care? ............................ 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer properly without receivIng adequate consideration? If death occurred after December 12, 1982, did decedent transfer property v.4thln one year of death without receiving adequate consideration? X ..................................................... 3. Old decedent own an 'In trust' bank account at his or her death? X ................................. IFTHEANSWERlO Am OF 1HE!>BOIE QUESTIONS IS YES, YOU MUST CCXVIPLETE SCHEDULEG AND FLEITAS PART OF 1HE RETLRN. . Sche<Ue E Cash, Balk ()!posils and M1scelllloous Plnonal Property COMMONY.tAl,lU OF PENNSYlVANIA INll[RIfANCE TAX R[TURN RESIDENT DECEDENT ESTATE OF SHOVER, Vclnlll M. FILE NUMBER 485 Estate 96 (All property Jolntly.owned with Right 01 Survivorship must be disclosed on Schedule F.) ITEM VALUE AT DATE NUMBER, DESCRIPTION OF DEATH .u - --'T7--"'IS2S"s-criiiS'lm:S~'Siiviiigs'1JijiiU;iSSUC"J'IiiTy:..TI)'S3...................................................................................I._......_......._...TDs~sr ..........2:.......... S2S'Sci'ic.s.lm:S-:'SiivliigS'B'iiiriJ;'issiic'u.Miiy:TlJS;J.........,...................................................,....................f.........................T7:!:oI) .....,....].:..........S2S"Sciiiis'E'U:S:.'Siiviiig.s.Uii.iiu:'r5slicu7iliglisi:..TI)'S:r..............,....................,..,.........................,.."....,......,....................'...T7]]2. ,...,..,..:r:....,.....jUS'SCi'iCS'1::n:s-:'siiVlii.gS.Uliii.U:.1SSiic'iI'Scpicinli'ci':TI)S~'"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''...\...........................Tmrr ..........S.:......... S2S..SciiiimU:S:..Sli.viiigs.Uiinu:Tssucu.i'ipr1!:Hlil........'...................................................................................................T:rS':SIr ..........o:..........S2S.Sci'ics.l::-U:S.:.Siivlii'gs.U.iiii.u:.lssiic'u.Miii'cKHM...............................................................................l....,.................'....'r~o:-l.s ........................ ................................................,................................................................................................................................,................................................ Schedule E TOTAL 5981.16 I I , " I I I I I r-'CHOHUf I I I I I I , , I I I I I . , , t w_ __. _____ ..__ ~~- - -- -. __ _. n.._. __ .._. __ . UNO. AA 185176 .rv.IWII14-f41 COMMONWEALTH OF PENNSYLVANIA DIPARTMINT OF RIVINUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . RECEIVED FROM: i ACN ASSESSMENT P:' CONTROL IiII NUMBER AMOUNT MARTSDN DEAR DOn.. & WILLIAMS & OTTO 10 F. HIGH STREET CARLISLE, PA 17013 101 '::;8.87 ESTATE INfORMATIONI r:. filE NUMBER liI 21- I 99trO/185 r:. NAME Of DECEDENT (LAST) 1;1 SHOVER VELMA M ~ DATE Of PAYMENT Iii 02/11,/97 EJ POSTMARK DATE COUNTY SSN 196-14-06J6 (FIRST) (MI) CUMBERLAND DATE Of DEATH 01, /07/96 REMARKS fa TOTAL AMOUNT PAlO $:58.87 SEAL CORRINE L MYERS C/O MARTSDN DEARDORFF CHECKII 4697 \. . , ...,I-/} RECEIVED BY '/i,-,' -, , SI(j U , / MARY C. LE IS --.f:,,... REGISTER OF WILLS , ,,:., - /'/)'~;-. IHLLlAMS SK REGISTER OF WILLS - --.- -- .. --.- - - - .-- ._- .. _.- ..-- - --- -...-- --.*- .___.__ --.-~JlcI.~ _~-f~.T 61.' 1';\I:lt.M\IlA TAI-II.1:\UTA 1 U.INIITllTfUt .f- CERTIFICATION OF NOTICE IINDER RUl.E 5.6(u) Namc ofDcccdcnl: VELMA M. SHOVER Datc ofDcath: April 7, 1996 File No. 21-96-485 To the Register: I certify that noticc ofbcneficial interest rcquired by Rulc 5.6(u) of the Orphans' Court Rules was served on or mailcd to the following on or ubout February 14, 1997: Betty S. Caldwell 562 West Penn Strcet Carlisle, PA 17013 Jean S. Morrison 1781 Trindlc Road Carli sic, P A 17013 Notice has now bcen givcn to ull persons cntitlcd thcrcto undcr Rulc 5.6(a) cxcept: N/A ~\\ &1(\ ..-J.,..\\ .~ ^- ',':-1..., \.. ',. Ivo . tt;Iii 2:-'=>'----'------------------ MARTSON, DEARDORFF, WILLIAMS & OTro Ten East High Strcct Carli sIc, P A 17013 (717) 243-3341 Attorncys for Personal Represcntutive Date: Fcbruary 14, 1997 Signaturc Name 0 t:~ .~ ~ 0 <!! 0 :10.: :'.:,2 e r .... . .I:,' -. - co .- .... .. m ~.~" Ii Q .::; .-< c: u m !J' IllOC . '- OC ~8 15-/()</-7 BUREAU OF INDIVIDUAL TAXES INUlRITAHC[ JAIC DiviSION OEPT. :10601 HARRISIURC. PI 11111'0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE c... * NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX .".\Ull1 ", 111-'" IVO V OTTO II I MARTSON ET AL 10 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-31-97 SHOVER 04-07-96 21 96-0485 CUMBERLAND 101 VELMA M Altaunt R...i Uad PA 17013 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 ~ ifE"v:is4i-E'if""Fii-iiii":97Y-NOTicE--oF--ftiHEiiifANCE-i:j\x-iipiiiiiiisEHENi'-,--"Li."OWAiicE-b-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHOVER VELMA M FILE NO. 21 96-0485 ACN 101 DATE 03-31-97 TAX RETURN WAS: (X 1 ACCEPTED AS FILED 1 1 CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 1. R..I Eat.t. (Schedule Al 2. Stock. and BondI (Schedule 8) 3. Clos.ly Hald Stock/P.~tn.~.hlp Int.r..t (Schedule C) 4. Harig.g..IHot.. Receivable (Schedule DJ S. Ca.h/Bank Oeposita/Hilc. Parlonal Property (Schedule EJ 6. Jointly Owned Property (Schadule F) 7. Transfara (Schedule G) 8. Totel A...t, NO. 01 .00 .00 .00 .00 981.16 .00 .00 (81 NOTE: To insure proper credit to your account, sub"it the upper portion of this forn with your tax paYllent. RETURN (1) (21 (3) (41 (5) (61 (7) 981.16 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel Expense./Adll. Ca.ts/Hisc. Expenses CSchedule H) C9) 10. D.bt./Hortg.g. LI.bllltl../LI.n. (Sch.dul. II (10) 11. Tot.l D.ductlon. 12. Net Velue of Tax Return 13. Charitable/Gavernllental Beque.t. CSchedule J) 14. Net Value of E.tate Subject to Tax .00 .00 (111 (12) (13) _ (14) no 981.16 .00 13.054.60 If an assessment wes issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Allaunt of Line 14 .t Spousal rate C15) 16. Allaunt of Line 14 taxable at Line.l/Cla.. A r.te C16) 17. Allaunt of Line 14 t.x.ble .t Call.ter.l/Cla.. B r.te C17' 18. Principal T.x Du. 14, IS and/or 16, 17 and 18 will returns assessed to date. NOTE: .00 X .00= 13.054.60 x .06= .00 x .15= (18) .00 783.28 .00 783.28 TAX CREDITS: PAYHENT DATE 06-19-96 02-14-97 RECEIPT NUHBER AA1l2949 AA185176 DISCDUNT (.1 INTEREST/PEN PAID (-) 36.22 .55- AHDUNT PAID 688.19 58.87 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 782.73 .55 .01 .56 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIDNAL INTEREST. ( IF TDTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORH FDR INSTRUCTIDNS.) r-o.~ ~ , ... .I C. . ~ --/ --, , ,_4 " -" ,- '.:1 '0 RESERVATION I Elt.t.. of dac.d.nts dying on Dr blfor. D.c.~.r 12, 1982 .. If any future Int.r..t In the ..tat. I. tran,f.rrad In po.....lon or enJoy.ent to Cia.. 8 (collat.ral) ban.fleterl.. of the dacadant aft.r tha aMPlratlon of any ..tat. for II'. or for ya.r., the C~.onw..lth har.by Ixpr..,ly ra..rv'. the right to apprals. and ...... transf.r Inheritance ,.... at the l.wful Cia.. I (collat.ral) rat. on any such future Int.r..t. PIJRPll<[ OF NOTlCEt To fulfill t~ r.qulr..ents of S.ctlon Zl~D of the Inheritance end Estata 'a. Act, Act Zl of 1995. (12 P.S. Section 91401. PAvtt[NTt DelICh the top portion 01 thl. Notle. and lubalt with your pay.ent to the Raglst.r of Willi printed on the r.ver.. ,Ida. "."ah ehec:k or ~.Y order payable to: REGISTER OF MILLS, AGENT REFlItO (CAli A r.fund of . taM cr.dlt, which wa. not r.qu..t.d an the TaM R.turn, .ay b. r.qu..t.d by coapl.tlng an -Application far R.fund of penn,Ylvanla Inh.rltanc. and E.t.t. TaM- tREY-Illl). Application. ar. .vallabl. at the afflc. of the R.gl.t.r of Wills, any of the 21 R.v.nu. Ol.trlct Offlc.l, or by calling the .peclal Z4-hour an.werlna ..rvlce noeberl far far.. ordering: In P.nn.yIvanla t.800.36Z-Z0S0, out.ld. P.nn.ylvanI. and within local H.rrl.burg ar.. (717) 787-8094, TOOl (717) 77Z.Z2S2 (Ha.rlng I.p.lrad Only). OBJECTIONS: Any party In Int.r..t not .atl,fl.d with the .ppr.I....nt, allowanc. or dl..llowance of d.ductlon., or ........nt of t.x (Including dl.count or Int.r..t) a. .hown on thl. Notice au.t obJact within .IMty (60) d.y. of r.calpt of this Notlc. by: --wrltt.n prot..t to the PA aepart.ent of Revenue, Bo.rd of Appe.I., D.pt. 281021, Harrl.burg, PA -..Iactlon to h.v. the ..tt.r dat.r.lnad .t audit of the account of the p.r.on.l r.pr...ntatlve, .-app..l to the Orphan.' Court. 17128.1021, OR OR AOftIN ISTRAfIVE CORRECTIONS: F.ctu.l .rror. dl.cov.red on thl. ........nt .hould b. .ddr....d In writing tal PA O.p.rt..nt of R.v.nue, Bur.au of Individual T.x.., ATTNI Po.t A....I..nt R.vl.w Unit, D.pt. Z80601, H.rrl.burg, PA 17128.0601 Phone (717l 787.6505. S.. pag. 5 of the bookl.t -In.tructlon. for Inh.rltanc. TaM R.turn far a R..ldant O.c.dent- (REY.1501) for an .xplan.tlon of adalnl.tratlv.ly corr.ctable .rror.. D tstOUNT : If any taM due I. paid within thr.. (1) cal.nd.r .onth. .ft.r the d.c.d.nt'. d..th, a five p.rc.nt (5X) dl.count of the t.x paid I. allowed. PENALTY: The ISX taM .ane.ty non-participation p.nalty I. coaputed on the tot.l of the taM and Int.re.t .......d, and not paid b.for. January 18, 1996, the flr.t day aft.r the and of the tax aan..ty p.rlod. Thl. non-p.rtlclpatlon p.n.lty I. app..l.bl. In the .... .ann.r .nd In the the .... tl.. p.rlod .. you would .ppeal the taM and Inter..t th.t h.. b..n .......d a. Indlcat.d on thl. notlc.. INTEREST, Int.r..t I. charg.d beginning with flr.t day of dallnqu.ncy, or nlna (9) .onth. end on. (1) day fro. the data of d..th, to the data of p.y..nt. T.M.' which bec... d.llnqu.nt be far. Janu.ry 1, 198Z b..r Int.r..t at the rat. of .Ix (6X) parc.nt par annua calculat.d .t a dally rat. of .000164. All t.M.' which b.c... d.llnquent on and .ft.r Janu.ry 1, 198Z will b..r Int.r..t.at a rat. which will v.ry fro. c.l.ndar y.ar to c.l.ndar y..r with th.t r.t. announcad by the PA napart..nt of R.v.nue. Th. .ppllc.bl. Int.r..t r.t.. for 1982 through 1997 .r.1 '!!!!; Int.r..t A.t. O.lh Int.re.t rltctor :!!!r Int.r..t Ret. Oally Int.r..t Fector 1982 ZOX .OUS48 19a7 .X .000247 1983 I'X .000438 19&8.1991 llX .000301 19114 IU .000301 1992 'X .000247 19115 u:< .000356 1993.1994 1X .000192 1986 10:< .000214 1995.1997 'X .000247 uJnt.re.t II c.lcul.t.d o. followS! INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notlc. I..ued .ft.r the taM b.co... d.llnquent will r.f..ct an Int.r..t calcul.tlon to flft..n (15) d.y. beyand the d.t. of the .......ent. If pay..nt is .ad. eft.r the Int.r.st co.putatlon det. shown an the Notice, addltlon.l Int.r..t .u.t be celcul.t.d.