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HomeMy WebLinkAbout96-00535 PETITION FOR PlmnATE and GRANT OF LETTERS ~ I - 'i to ,:- _ ,;:;-=-? S"__. I:'.\ta/(' (!r Janet E. ,Hiller lll.m AtI"l"" 11.\ ___ Nu, I,,: . /Jt't'l'llwd. Sodal SI't'lIrit." No, 20.1",.16.,_0147. Reghle, 01 Wills I'm lite COllnlY "I' Cumbe,r,!Cl.I}~__ in lite <. "ll11lll(ll1\\'callll (If l)l.'llll\yl\'illlia The pClilion or Ihl' t1lldCI,il!lll.'d Il"!ll'l'llully u:pn."l'lll\ Ihat: Y(1I11 1'"'tilhHll'I(\), \\IH' j,.. illl' IX Yl'a, , (If .Il!l' 'If (1It!l'r an Ilu,'C\l'I,.'tlt rlx.._ __ __._n_____.___~ named inlltela,1 \\ill olllt.'al""ed"",'de,". dal,'d December.J.5,.. 1995 ..__.._____. 19_ alld "odi.'ill') daled -. .....--..- -, 1"alt',dl'\,1I1Il1h'lIIl1,I,Ill,'\.'\, t',.' h'l\lll1';I;llillll, IIl';11 11 Illt'\l'dllllf, 1'lcI De"endelll \\a' domidled at ."'alh in ,.Cumberland...,.,.._ ..._.. COIlIllY, Pennsyl\'ania, witlt ler... la,1 family or I',indl'alll',iden"eal ,.2,1. LQc:.ust ~t~.eet, Wormleysburg, PA ell" ,lll'l'I, 1I1111lhl'1 .lIhllllllll,II',lhl~1 Ilccendenl, Iltell 7 L_. .... yea" of age, dicd _. ..,.....' .., ..,.. _... .._J_une.--ll" 1996 al Residence. ...,. -.. ... ,-, ..."'....---.,.,.---- 1~'l.:l'PI :1\ hllhm '. lh:(CUl'lIl Jill I1llllllarry. \\ ,,\ lUll (.livtHl'l'd and did 1101 lIa\'.: a child born or adopted aftl'r l'\l'l'Uliul1 of till' \\ill urft.'fl:d for pwhatl'; \\'i"~ notthc \'klim or a killing and wa~ I1c\'cr adjudicated illl'Ol1lpl'lCllt: ~_ ~__.__ _...__ ___ .____._~___~.___________n_ ()~l'l'lHll'nl al dl',llh o\\l1l'd prnpl'ny \\ilh l'\timah:d \'alue, a\ follow,: (If "oll1i.'iled inl'a.1 All pe"ol1a\ p,ol'erty (If lUll domiciled in Pa.) Pcr\onal properly ill pl'lll1\yhania (11 1101 dOlllkill-d ill Pa,) Pcr\llllal propcrly ill County "ahll.' llr rcall'..tall.' ill 1'1.'1111..~hallia \iIUall.'d a.. lollll\\\: ~_ ____.__ -- $U!.,OOO.OO $ $ $60,000.00 \\ III:RI:H IIU:. l'eliliol1e,ls) 'esl'eclfnlly leqlle'lls) Ihe l',o\"l1e of Ihe h"l will ,lI1d codicil(s) l',e,emeJ he,,'\\l1h "",llhe g,am of lellelS , tes tamentary_._..___.. 11~"I,IIl1~'l1l,lI\; ,1.llllllll,tr ,lllllll ...1..1.; admini\tralilll1 d.h.n.,,""l.a.) IhcllHl. - '" " - x~ ~~ ~.. :!JXI.- XL~)U;lp.eL .. (.)"..."v/J ~~~'"" . V, .NJC'iJ:2.:: lb-:>e.e- U-/:J.eLl:JkJ/S:,JC/"o/1 . ~L iC!K7 ----- . ..--- --- - - -~.--_.._.~ - .' '- '" j -----~-~_._----- -~--- ------------- OATil OF PEI~SONAL IU:PHESENTATIVE l'O:\l:\IO:'\\\'EAI.TII OF I'E:'\:'\S\'I."AjliIA I J" tiS l'ODT\' OF CUMBERL~_N[)__ _____. ___ IIll' Pl'lilltllll'I(\) i1htl\l'-n;lIlll'd \\\f.',lI(\) or aflinnl\llhalllu.' ,lall'I11CIl!\ illlhe ftHl'going. pelitiun arc IlIll' .tIIl! ..""ll'l'l lllthl' hl'\l nl I Ill' "IHmkd~l' and bdil'f uf pl'litionl'lbl and Ihat a\ pcr\onal rcprc'cn- lilll\l'(..i nlllll' al'll\l'lkl'l'lk'nl p"'liliolll'I(\) \\ill \\f.'1I and truh' illllnini\ll'r till' c'tale accurc.ling (U la\\', S\\..II' ", .., ,\IIIIII""h A'''I ,n\"cII"ed ~ '-/-J1t1.'!.'J:t:L>f iUza&~_ '" hl'lllll,' 1l1L' 11\1" T d.1\ 01 .;:. /}I}~L,{tJ!llW('<J I ,.r.&/1tUT .'1_( . - ~.~.~_'~ :_~~~~~~~-~-.-- I '(' n -MARY C. Ltlfi 5 /It'eNt'1' (f ~ ~ \5- 11,2- \1\ \ ...--..---- - Thi:-. i~ III ul1il~ 111.11 lht' illtlll1l1.1I11JIl III II .i~I\\1\ I. ~,H It I \ h I "1'lt '! 11' .Ill ,Ill 1I11~'1I1 Ii I nidi' ,lit. ..I ,It ,1111 <hd~ tlll',l \\ IIh I Ill' ,h l.o<"";Illkgl'lI'.lr TIll' '\I1~:ill.t1 I t.nilil.lll' \\ III h, lilt \. .1: !, ,II,. ! 1>1 .....ltll \ I' ,II H, ",] ,1, ( HI1'" I. d 1'11111.1111 III I dtll.l' WARNING: Ills lIIegnllo duplicate this copy by photostat c>r phDtDgraph. Ftt. fllr lid, It'lltfh,IIL $.~ Oil ."..--..... ,<~\1~ Df p;,;;, """''', -'<'o,\., /~_? !If\'.' '<~J'i~:\\ iJl' ". 1~~ ,... ~. .-1' ~,r'~I:.' ~1. '9',f _. ~t '1f/iNT 0\ ~~!W ...~".!~/ 3C38GCG Nil /J ~I'~ {-0;!"U /. (' /.;I--iW,.:;'ir'/C I.H\.t1 Hq,':I<"Il.lI (J J:):: :J IJ I~JO 1).lll' COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH CW DlClDlNl tI.. ikdI, UiIII .. Janet E. Miller -......... ... "female IWI'U"",,*J11 SOCIAl,. KCUAlrr """'Ill" ONE Of'DUlH........ Pe.._, .201 - 16 -0147 .June 22 1996 f'UIClOl1DUtWo-n....._-__.Oft.-...... o....~ _0 "",0 ::::00 Ull ~~~., Wormleysburg WOI......~tI........ ......s..rwnIII , Elizabeth Gardner M'()NrUHrl WA&HJADON.IIISIrM,~"', 1cI~ 1 Locust st. Wonnle sbu PA 17043 f'UIClOl1 0lV'0IftXlN.""",..c-.,.er..-., LOCROI.~....Atc- ......- Camp Hill Cemetery l::ampIIlll,PA 17011 .. , JW4 NC)AOORUICW Fo!IC&ll"f F\rera1 Ibre 324 liImel ~. 71 Via CXlUHTYC>>'ClRH ClJnberland CD. C<... oc:a-... 1 Locust st DlCUlI.Nl"IIOUCROI P'. "..... 21 Locust St. Wonnleysburg,PA 17043 ,.. CUmber land .. .........~,.......".~ , Olarles R. Miller, N'ONWfl"........(T~ Donna L. Weaver Sr. ........of..,~OHIII_MIl..._..........~..... ..r.. l'AOf'O.INCIOtlUDl"-- o..,-r 6-~ Z,.- 9~ " n.""". ,...._.............~_......."'OHIII o.........._..ltJ'I'lIJ.-..cII.c.wdlllt........,..,...-.'-'I........ LlIlI..,,__...Mdl.... 'ET1'tS"Th'TI'- C/ttLC.ltvOf'\o1 OlIIfOtoJIIASAWf$lOUlIoCIa)" 4r- rf~ GOL.IV t: OUI.lOtoJIIASACOI4tOUlHCEOtt 0Ul fOlORASAW4lOUlNCl(1) 'NIRlAU1tIPI1'flHDlHOl .........JIIQfDlNH ULAall'fllOJllfO ~ COW\ITOtOftAUM - at......., - - 0 ........- ..~ ...0 ..0 - 0 e...r...........-.. ONI.OIIHJUH' \.......u.t,-l ~,D 11'::'r.1 WNtrtN.IWUS.UeInIoI --- -- ~ver Married 1UICl,'-'--~--"WI'oI. .. --.. .. White """""""""'.. _.....,...........rwn.I "" - .... -' "..0................. m 17043 lClJrtSl.......-E1II .........D .........- ""'tAAlN'I.AAl.OTDYllOICA&.~ L-' liMO "'p.. IAppou- MIllIt: cuw...--.___~..~w ........._ 1I:III---."..~_....."fWUl .--....- I hU(OIIfUUI'I' 1fIUUR,"WOM;1 llClCI\IlllKM'IHJUfffOCCLII"HIO o o O I!L- HL- Y. ruocIOl'lkAJR""''''''''' ......,IUM,'-"',ofIr.. .......-"""'" ... .. - "" cun....~-...... .cunIn'1llOPHYIIQ.UI~~c.-d~__.P"fIo'_....lI'..........,.-_~....ni ..........,~.....__llYe....~.I..._M~.......... ........."...,..................". ....-- c ~AHOCIIII'nlNG'"'lCI.fM".,.....talI\P1l'06"Itf'4.......-.ic.Vyr<Q~~of.,..". .....__....~..,,~........._,..............llYe.....WMl.'..._........ ......................... "IIIOICALDA~A Oft........ ...1.....,............""...'.1........ .,~. ...... OCCUf"lecll.e.... .......t1lt..et'tI ,.... .......,...... c_MlII.... ....-............. ..... ... ......... ....... ...................... ........................ ...................,.. II. . M(l4I'ftM'.IlOH.Il1U1111ANO......... 101.,/ ,Ol.I ( I ... 0 NeD IOCRIONI'5e_ ~!iIIMI .. ~.~ o , I '" ~ 1"10 ~~~ OIO.,Q7t!"'~~U....9G ......11I11IO AOONU OJ .~.'I$OffwttOcow\I[110tAilJif. Of llC"H '.......lfJlp.f'nN H .711 0",.,/1" J (7""'rVo/lC">VJ, ,.,.to o "3'9,'Z.. TIl,,...,,,-C' /I.,/'tO d ('I J'Ot-'- I~"" QoI;IlfILlO~o.,_1 I LAST WILL AND TESTAMENT OF JANET E. MILLER I, JANET E. MILLER. of 21 Locust Street, Womlleysburg, Cumberland County, Pennsylvania, do make. publish and declare this to be my Last Will and Testament. hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property. shall be paid by the Executrix out of the property passing under ITEM III of this Will, as an expense and cost of administration of my estate. The Executrix shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executrix to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ITEM III: I hereby devise and bequeath all the rest, residue and remainder of my estate to my sister, DONNA L. WEAVER. In the event she predeceases me, I devise and bequeath my estate as follows: 9ft/? I spccifically notc that my ncphcw, LEONARD A, JONES, was providcd a TWll ThouslInd Four Hundrcd ($2,400,00) loan hy mc in Dcccmhcr, 1994, In thc cvcnt that hc has not madc full restitution upon my death, I dircct that thc Exccutrix collcct said $2,400,00 from him to be included in my estate, ITEM IV: In the sclllcmcnt of my cstate, my Executrix shall possess, among others, the following powers: A, To retain any investments I may havc at my death, as long as the Executrix may deem it advisable to my cstatc to do so; B. To sell either at privatc or pub lie sale and upon such tenns and conditions as the Executrix may deem advantageous to the estate, any or all real or personal property or interest therein owned by the estate: C, To pay all costs, taxes, expenses and charges in connection with the administration of my estate; 0, To compromise controversies: and E, To do all other acts in the Executrix's judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate, ITEM V: Any person who shall have died at the same time as 1 shall have, or in a common disaster with mc, or under circumstance that the order of deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me, 3 "\C' '- ,- 1;r. I ITEM VI: I appoint my sister, DONNA L, WEAVER, to he the Executrix of my Estate, In the event my sister cannot act or refuses to act as Executrix for any reason, I nominate, constitute and appoint my nephew. JAMES R, JONES, as ultemate Executor and Trustee for this Will, The Executrix is specifically relieved from the duty or obligation of filing any bond or other security, IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding three (3) pages, at the end of eaeh page of which I hav~ also set my initials for greater security and beller identification //l ~ :,1 this $ day 00) '11'th/~-:.P ~1995, (SEAL) We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of each other, have hereunto set our hands and seals the day and year first above wrillen, and we certify that at the time of the execution thereof, the said Testatrix was of sound mind and memory. " ' \.. /lu..(" I, fj~-,j;,- WITNESS /1 Residing at: , -. {, ;' ',- (jti.}.",t .DA:, /:'.j/()!.-,~-" ,_~('/(LI. 4 ~>-') 1;/1/ ~{J.t---- ( WIT ' Residing at: 7d Z 'lIt} Sf. 7,' /7 ,.' J I/t~(/ ( "'k(;Ld"l(((, / ((. , 70:. 70 , 4 nec...: ' !10!, ,:i:, of ',\;/;B '96 JUL -8 :\8 :53 CI . .- C' .. Cum..H, :, 'JII I, PA ~ PI Cll ~ d z ,... = ~ ~ 0 ,... ~ ~ D: :; :S rzl .J Z ..:I ::It;~ ..:I ~ H 13 l(l..;.,J t. t :E u l1J E ~ ;:; - .J .. 0. .. Z ~ ~ e, . ~ ::E g ffi rzl trj .~ ~ ::l ii: .. Eo< ~Ul"ci ~ rzl <;z :z: ~ ~ 101: It"j I",) <( a: m III It III <( ~ m :::l u ~ z , . . . . " , . . .' . . . (1~50 ,. . k'R;Co\Wj (.30 707 262 11 I? I' ,'" : '",' ." '" ..'.." .. "0'0" h. , ".' I ',1' b/lof.,'lf'j I~,~O ,...,. 1.'"",- IHI.~Jr) A . "~ hi".' ~...~ -.. ..,.t_ .. . ., ,,_. .....", ",.t...~.. 4~!)O ~JO 101 ?G2 010000000001001 A29ft88X84fCO 0 I JAHET E HIlUR 21 LOCUST ST Clr"ntflMP..fIl...,.....(.t,....,...'......"WIII'llflln.. It'I... HORHLEYSBURG PA 17043-1347 t..... ~)~~, - ~;;;;_L_:=::,T- ;1'("~_ 4~50_m]J7262000 08715501800 DPiDd1 r-...,..,.. db IftJ 'PUn .." CIWt c-..... Ikt fht CWd ::-:~;:;li~1:"-=f"";~;-' -~"'-==r;;.;;,;;-.;...:~; f.~;;;~;:l;;";i;;~ ,=- o'--7-=~~c=~,.-~~=''''1\:i~ 1~;!.:;:i'~'i:.~-W.l::~I' r- 06/03 1024302215f03 PAYHEHT - THAHK YOU fOR YOUR PAYHEHT 40.00 . . . . GET A SPORTS HEAOSET AHO TAKE AOVAHTAGE Of ALL THE HAIHTEHAHCE AHO REPAIR SAVIHGS OF AUTOVAHTAGE WHEH YOU EHROLL IH A 3 HOHTH TRIAL, FREE! JUST IHITIAL YOUR STATEHEHT ABOVE OR CALL 1-800-876-7787. A FULL YEAR OF AUTO OISCOUHTS COSTS OHLY $49 AHO EVEH IHCLUDES SAVIHGS DH HEW DR USEO CARS. SEt YOUR PAYHEMT EHVELOPE FOR OETAILS. . . . . HEED EXTRA CASH THIS SUHHER? YOUR FIRST CARO GIVES YOU OUICK ACCESS TO IHSTAHT CASH AT THOUSAHOS OF CIRRUS AUTOHATIC TELLER HACHIHES lATH'S), BAHKS AHO FIHAHCIAL IHSTITUTIOHS, SIHPLY PRESEHT YOUR CARD AHD PHOTO 10 TO A TELLER OR USE YOUR F~UR"DIGIT PERSOHAL IDEHTIFICATIOH HUHBER (PIH) TO ACCESS AHY CIRRUS ATH, . . . . IT'S TIHE TO CLAIH THE REWARDS YOU'VE EARHED! SEE THl ,HCLDSED IHSERT FOR DET~ILS OH HOW TO REOUEST THE SAVIHGS CERTIFICATeS Y~U EARHED IN THE "VISA REWARDS FOR YOUR HOHE" PRDHOrJ'IH, . . . . LOST YD"R CARD? HO PROBLEH. JUST CALL OUR EHERGENCY CARD REPLACEHENT HOTLlHE AT 1-800-862-9356, WE'RE HERE FOR YOU, f1~W(A fW&ri:~ ii';1'<.(;j,"",# ,1:.c:.Jr. ,.".,. [1'hiii>cr.;;1P Il:r.t''",. 13,45 ~ ..n~.," ~ ~'.r-'~ BIllIn'"tu"'-ft.l(t.... I,,,,,,,,, .r.... t.".... ]<.'. rJ';"-rr.;-[..,...", - 'l7iiiiiiii . -;1- C,J.,jl\ . INfo'. .",.~.. '" -14 r.,. r t lint . "-" (...... .-... ,..-. CfCf!fl ngr. 0 40,00 871.55 889,06 18,00 18.15X 898,10 .00 .'''''0''' ., Jrvrr.Oft.,. ...... "1.6S0X 19.800X "1.512X 18.150X ADVANCES PURCH~SES, FINAHCE CHARGES & FEES .00 889,06 I G250 A(~JUot.. 1-.0...,,06/09/96 SEND PAYHENT TO: FIRST CARD P.O, BOX 15098 WILHINGTOH, DE 19886-5098 G30 707 2&2 r--IJJ;];tIlll\n~~TOI!DAffilWTI553-0999 IA(..,"",,~ I"'.;....... (>1.1~."'f''''''''''''''''''' ..UHI....... I 07l0G/96---C8,300--r:::!-800-S88=S64if ~S'-6:29&:7200 tw.'''J''M''Io,._ OWL... 'l1OJ1I_h........"',.. .uo..l . F'WVYtr . """!~'f It'tfy If ~NtJ ~~, ('f ,I~"'n. r.,....... 1''''' .. ~,'''' ,...... ,. ,.~ ff, ....r.I~,..~I:. f ~',l '''r ..1,. ,I ,.'. ..!\~I.. f, .. 'I . ......t~, II' 1....,.. ". '. '., ,,, ,. "'t t' , ~. t, I ---I ---l ' . LAW OFFICES OF n}yELTMAN, ~EINBERG & REIS CO., L.P.A. fi:" " LAKESIDE PLACE 323 W.LAKESIDE AVENUE, SUITE 200 CLEVELAND, OHIO 44113.1099 ".17 :CO 24 [' I :.~.? (216) 363-4000 5J7 lDUIII lUG It lUIIl COlUMBUl,OIUD 41111 (.141118-7371 lAX 1.141111.11.] CI Cur lIS YIN[ lUIIT Ilum 10101 CINCINNAtl,OUlO 45202 1S1lJ71HlOO r AX II III 71].12]. February 18, 1997 Register of Wills One CourthDuse Sq. Carlisle, PA, 17013 Re: Estate Df Janet E. Miller Case ND. 2196535 Our Client: PNC Bank N,A. AccDunt ND, 4270032605003324 Balance Due: $1,926.75 Our File No. 01118387 Dear Clerk Df CDUrtS: This law firm represents PNC Bank N.A. in connectlDn with its claim which we wish tD file Dn Dur client's behalf into the estate Df Janet E. Miller, deceased. Enclosed is our check in the amDunt Df $5.00 which we understand is the filing fee for this claim. Our client's claim is based upDn its account number 4270032605003324 In the amDunt Df $1,926.75, Included with this letter is thB claim fDrm which we wish tD present to this CDUrt and which we are forwarding tD the attorney and/Dr fiduciary Df this estate. It would be appreciated if all correspDndence and disbursements with respect to this matter be forwarded to Dur office and to the attention of the undersigned, Additionally, it would be appreciated if any nDtices of any hearings alSD be forwarded to the undersigned. Thank you for your cDoperation in this matter. Sincerely, ()hUk~{..scgi/\L~ Jackie Siegel Legal Assistant (216) 363-4989 JBW:srr EnclDsures cc: Barbara Sumple Sullivan, Esq, .- WWR#O III 8387 FORM 93.0.C. DIVISION IN THE COURT OF COMMON PLEAS of CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF No.2l96 535 of Janet E. Miller DeceaBed CLAIM To the Clerk of orphans' Court Division: Index and make proper entry in your official records of the claim of PNC Bank N.A. (Claimant) in the amount of $1,926.75 against the estate of the above named decedent, This claim is filed under Section 3532 (b) (2) of the Probate, ~states and Fiduciaries Code. The Baid decedent, who resided at 21 Locu~t St.. Wormlevsburq, PA 17043 (Address) , died on June 22., 191!i. Written notice of this claim was given to Barbara Sumole Sullivan, Esq. 549 Bridqe St , New Cumbedand, .PA 17070 .'.'Jn~ (Personax'representativBI~if any, or counsel) on Februarv 19 , 1997. Z~: I d \7Z 6:i; L ~ !! ,~, '" (Claimant) ,,; ackie Siegel, Agent for the Claimant ':~'?l1/o Weltman, Weinberg, & Reis Co., L.P,I\, 323 W. Lakeside Ave., Suite200 Cleveland, Ohio 44113 (Claimant's Address) .r-,uOllh ca-UI '* . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or l e FilE NUMBER COMMONWUDH Of PlHHSYl'IAHIA IHHIlItAHCI tAX lnulH IISIDIHT DICIDIHI ESTATE OF Mi JJ..r .Janet E. (AI _lty Iolnlly-.w..d witt. IlIo lIght of Su",Ivo"h1p mutl ... dllcla..d on Schodulo " nEM NUMBER DESCRIPTION VAWE AT DATE OF DEATH 1. PNC 51-302104616 563.58 2. PNC 51-4025-7206 756.83 3. PNC 51-3020-1188 205.06 4. PNC 50-8038-1335 365.17 .. .. ~.. 4 (Allam additIonal 8'1t" )( 11" ,h"h If mOrlIpClClII ft..d,d.1 CO""CNwIAI1" Of 'ItlN!.f\'t'A"IA IN""I''',,'1 hllnU'''' IUIDIN' DrCIDINI I l SCHEDULE F ___~OINTLY-OWNED PROPERTY _ I FILE NUMBER .~"Y,U09 tlt IJ Itl ESTATE OF Mi 11 eI:,-JaneLE Joint t,nontl')' NAME ADDRESS RELATIONSHIP TO DECEDENT A. Donna L. Weaver 21 locust street Wormleysburg, PA sister B. C. Jolntly.own,d property. ITEM LmER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. I 1/2 J. PNC $569.64 $284.82 TOTAL (AI.o en'e' on Iino 6. Recopi.ulolion) S .,OA 0., (11 more space is "tided insert addi'ionol sh..,s 01 some size) . -1I''';'II'II'~ *' COMMOloNr....UM Of I1NN"IVAN'A lh...lllAH(l..... IUUIH UIID.HI DlClalNI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ISTATE OF Pilose Print or T e FILE NUMBER ITEM DESCRIPTION NUMBER AMOUNT I. P P & L 87.08 2. Chapman 011 84.35 3. Blair 20.70 4. Bell Atlantic 135.61 + 24.15 159.76 5. Andrews & Patel 131.59 6. Sears 274.80 I 476.34 7. Dennis Freistak 9 .80 + 466..54 8. Montgomery Ward 172.66 9. ATT 17 .49 10. PAWC 18.20 11. Insurance CStatefarm) 71.50 12. Refuse 108.00 13. Boscovs . . 1192.45 14. Camp Hill Animal Hospital 150.00 15. First Card Services 4250-430-707-262 871.55 16. PNC- 4267-848 005980 1921.75 17. Suburban Cable 19.98 TOTAL (Also enle, on line 10, Recopi'ulolion) (11 more spac. is n..ded, insert additional sh..ts 01 lam, size.) $ 5778.20 . ... -. -.....' -.., '-' .. " , . , ..-- r::",..".. ,h..,.,. n,.,. ; .cf ;.~- .- ~ >. . . .. I..\\\'ul'nn:~ llAIUlAHA S I ;~II'I.E.S l! I.J.I\' A~ :HH lIullum SlIH:I:r SltW GI;~IIIHllI..\SIJ. PHSSSYI.\'.\SI.\ 17U7lHUllI ,of'" . ..... .4.' ,jfi"~ "':! 5 r I ' .,. ~~I ~G1STER OF WILLS ,MBERLAND COWNTY COURTHOUSE OURTHOUSE SQUARE ...~: " ".f . '. ~., [.. " ." '.\ -< ~ . r , . " '.' i ~. l( .~.. ". , ~ ; I~ '"'i ,"') ,:" . J ,. t, ~' . ,. ,{ ~~ .". . --.._.__.7:-............~. _ _ " :--.. ~ HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WIllS CUHBERLAND CO COURT HDUSE CARLISLE, PA 17013 CUT ALDNG THIS LINE ~ RETAIN LDWER PORTION FOR YDUR RECORDS ..... R-fli:is4-j-Eif-"i:ii-103":muNO"ficEuOFuiN"HEiiifAN-CE-YAX-'A-PPR'A-isEiofENT-,u"LLowAifcE-ifJi-m----m-m-- DISALLOWANCE DF DEDUCTIONS AND ASSESSHENT DF TAX JANET E FILE NO. 21 96-0535 ACN 101 If an assessment was issued previously, lines 14, IS and~or 16, 17 and 18 will reflect figures that include thB total of ALL returns assessBd to date. ASSESSHENT OF TAX: 15. AMount of Lina 14 at Spousal rat. (15) 16. Anount of Lina 14 taxable at line.I/Class A rat. (16) 17. Anount of Lina 14 taxable at Collat.raI/CI... 8 rat. (17) 18. Principal rax Due TAX CREDITS: PAYHENT DATE I - ,,'" I ,) - / ( , . i 'I CDHHDNWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE . " BUREAU DF INDIVIDUAL TAXES INULAllAHC[ lAle DIVISION [J(Pl. llGUl flAAAI SlURO. PA 111:1-0.01 NOTICE OF INI/ERITANCE TAX APPRAISEHENI, ALLOWANCE OR DISALLOWANCE OF DEDUCIIONS AND ASSESSHENT OF TAX BARBARA SUHPlE 549 BRIDGE ST NEW CUHBERLAND DATE ESTATE OF DATE OF DEATH FILE NUHBER CDUNTY ACN SULL IVAN PA 17070 1= ESTATE OF HIllER TAX RETURN WAS. ) ACCEPTED AS FILED RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN 1. Rool E.toto ISchodulo A) II) 2. Stocks and Bondi (Schedule 8) (2) 3. Clos.ly Hald stock/Partnership Intarast (Schedule C) (3) 4. Hortg.gas/Hot.. Raceivabl. (Schedule 0) C4J 5. Cash/Sank Deposits/Misc. Parsonal Property (Schedul. EJ (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfars (Schedula G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expanses/Ad.. Costs/Misc. Expenses (Schedule H) (9) 10. Debh/Hodgage Liabilitias/Liens (Schedula I) CIO) 11. Total Deductions 12. Net Valua of Tax Return 13. Charttable/Govarn.ental eequests (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: RECEIPT NUHBER DISCOUNT 1+1 INTEREST/PEN PAID (-I 07-07-97 HILLER 06-22-96 21 96-0535 CUMBERLAND 101 A.ount R.... it tad I X) CI/ANGED .00 .00 .00 .00 1.890.64 284.82 .00 (8) 8,662.07 5,778.20 (11) 1121 1131 (14) .00 X .00= .00 X .06= .00 X .15= (18) AHOUNT PAID TDTAL TAX CREDIT BALANCE DF TAX DUE INTEREST AND PEN. TDTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (: I*, E IF TOTAL 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 OF TNIS FORH FOR INSTRUCTIONS.) 11'.lhlU'" 111'''1 JANET SEE DATE ATTACHED 07-07-97 NOTICE NOTE: To tnsure proper credit to your account, subnit the upper portion of this for... with your tax pay"ant. 2,175.46 14.440 77 12,264.81- .00 12,264.81- .00 .00 .00 .00 .00 .00 .00 .00 ~ RESERVATION: E.tat.. of dacadant. dying on Dr belat. Oac..b.t 12, 191Z ~- If any future lnl,r81t In the .,tat. 1. tranl'.rr.d In POl..l.lon or enjoy..nt ta Cia.. a (collat.rall b.n.flcl.rl.. of the dleadant afta,. the ..plratlon of any a.tata for 11'. or for y..r., the Co..onw..lth h.r.by ..pr...ly ralltv.. the right to appral.e and ...8.. tran,f.r InherltanCI Ta... at thl lawful Cia.. a (coll.t.tall rat. on any such fulur. Int.r..t. """""'" Of NOTICE: To fulfill thl requlr...nt. of Slctlon Zl~a of thl Inherltancl and E.tat, r.. Act, Act 21 of 1995. (7l P.S. S.etIon 91ltD), PAYKENTl Detach the top portion of thl, Notle. and lubalt with your pay.ent to the Rlgl.tar 0' will. printed on the t.v.r.. ,Ida. uHeke chIck or _only ard.r plyabla tOI REGISTER OF MILLS, AGENT REFUND (CRJ: A r.fund of . tax cr.dlt, which wa. not r.que.tad on tha raM Raturn, aay ba raque.t.d by coaplating an "Application for R.fund of P.nn'Ylvanla Inh.rltanc. and E.t.t. ra." (REV-13IS). Application. are avallabl. at the Offlc. of tha R.gI.t.r of Will., any of the 23 R.v.nue DI.trict Offlc.., or by calling the lpeclal 2~-hour en.w.rlng ..rvlca nuab.r. for for.. ord.rlngl In p.nn.ylvanl. 1-800-362-2050, out.ld. P.nn.ylvanla and within loc.l Harrisburg .r.a (717) 787-809~, rOOt (717) 172-22S2 IIl.arlng Iap.lr.d Only). OBJECTIONS I Any p.rty In Int.r..t not ..tl.fl.d with th. .ppr.I....nt, .Ilawanc. or dl..llowanc. of d.ductlon., or ........nt of t.. (Including dl.count or Int.r..t) .. .hown on thl. Notlc. au.t obJ.ct within .Ixty (60) day. of r.c.lpt of this Notln by: -~wrlttan prota.t to tha PA Oepart..nt of R.venue, Board of Appeal., Dept. 281021, H.rrl.burg, PA --alectlon to have th. .att.r detar.ln.d .t .udlt of the .ccount of the p.r.onal r.pre.entatlv., --kpp..l to th. Orphan.' Court. 17128-1021, OR OR AmUM ISTRATIVE CORRECTIONS: F.ctual .rror. dl.cov.r.d on thl. ..l.....nt .hould b. addr....d In writing to: PA D.part.ent of R.venu., Bureau of Indlvldu.l r...., ATTNI po.t A.......nt R.vl.w Unit, Dept. 280601, H.rrl.burg, PA 17128~0601 Phone (717) 787-6505. S.. p.g. 5 of the bookl.t "In.tructlont far Inherltanca TaM Raturn far. R.tldent D.cadant" (REV-ISOI) for an axplanatlon of .dalnl.tr.tlvalY correetabl. .rror.. OISC~T: If any t.. dUe I. paid within thr.. (S) c.l.ndar .onth. .ft.r the d.c.d.nt'. d.ath, . flv. p.rc.nt eS~) dl.count a' the t.. p.ld It allow.d. PENALTY: Tha IS~ t.x aan..ty non-partlelpatlan p.n.lty I. coaput.d on the total af the taM and Int.re.t .......d, .nd not p.ld before January 18, 1996, tha flr.t d.y aft.r the .nd of Iha tax aana.ty parlOd. Thl. non~p.rtlclpatlon p.n.lty I. appe.labl. In the .... .ann.r and In the tha .... tl.. p.rlOd a. YOU would .pp..l the tax and Int.relt thet ha. bean .......d .. Indlc.t.d on thl. notlc.. INTEREST I Int.r..t I_ eharg.d b.glnnlng with flr.t d.y of delinquency, or nine (9) eonth. and one el) day fro. the date of de.th, to tha date of pay..nt. Taxa. whIch b.c... d.linquent before January I, 1982 b.ar Int.re.t .t tha rata of .IM e6~) perc.nt per annua calcul.t.d at . dally r.t. of .00016~. All tax.. which b.ca.. dellnqu.nt on and .fter January 1, 1982 will bear Intere.t at . rate which will vary fro. ealendar y.ar to cal.ndar y.ar with that rat. .nnounc.d by the PA a.part..nt of R.venu.. The appllcabl. Int.re.t r.te. for 1982 through 1997 .rel '!!!! Int.r..t Rat. Dally Internt Factor ~ Int.r..t Rate Dally Int.r..t Fllctor 1982 2U .ooos~e 1987 'X .000l~7 1983 16~ .000418 198a~19'1 m .OODSOI 196" U:C .000lDl 1992 'X ,OOOllt7 1985 ISX .00CSS6 1995-199" ]X .000192 1986 lOX .000274 1995~I997 'X .000l47 uInt.rut I. calculllt.d .t follawt: INTEREST = BALANCE OF TAX UNPAIO X NUNDER OF OAYS DELINQUENT X DAILY INTEREST FACTOR --Any Natlc. I..ued .ft.r the t.x b.co.el dellnqu.nt will r.fl.ct an Int.r.lt calcul.tlon to flfte.n (IS) day. b.yond the data of the ........nt. If pay..nt I. _lid. .fter th. Int.r..t c089utatlon data .hown an the Notlc., additional Int.re.t au.t be clllcul.ted. IIY,WO'II'''' , . ~... ,,/ --- ,,~'~~:r COMMONWEAlTH Of PENNSYlVANIA DEPARTMENT Of REVENUE IUIIAU OP INDIVIOUAL TAXIS DEPT. 280601 HARRISBURO, PA 17128,0601 DECEDENT'S NAME J~Mlt7" E. ntlLt r,e INHERITANCE TAX EXPLANATION OF CHANGES - fiLE NUMBER A'N6' -C::Y':j- /C;/ ACN SCHEDULE ITEM NO, ..A - .llAo1 EXPLANATION OF CHANGES ~#~ J.4'-~- C.'~ 7"/1/.:;:. /7"~nt.. ..#/1"::' er"C-A.I ':;(.(.$r~-A.lvt:-z::., r"/.'r, ""C.. -r;..IC /17-'7-/l.;-I/";::C-/7U-:.u / 0'- -r..4t- /(.E~uf:.>(1 U..07"/(... pic ,c/AI,H~ t/,4t.w-E (..'.,4A.I ..4 I ..~. O'c -V[7"c/i:.,x-/A,.lc7;;",. -r',,</E" -Vi'/~..4/LT',rx./'..<lr ,/?'Iv...:..r . ....< pz, '-3 ?;it All1/~/cz:;, o~ r#.t: A/nOVA.IT /AI o/t...Z.;c/' ".', rH/'-Fr A c:,),I.. 7'" rI ,..::; .5 uP I~E ,rn.C,A / r.l"'lC- ,,47.'-?/c.AI'::;'''~ n<.e..aT / T' E' ,rY'- (....',H AI L::: C- / ":;5u... E2;-'. . 'f' ~., i TAX EXAMINER: ..f.../E/c.H _!.'X.:f.'"60....l.,(/~-L4 __ PAGE . , l [', ~~!' ~ I . ,.! ! O'{;}1'" I\~',~;'(\ ~-:"-"" :CMMCt.W[AlIH <)' p(.<t'~'l'~A~.:.\ OlPUTMWf Of U'IHlUl Of" ~!CtOl >lAlIlIIS8u_Q, ~.. Ina Jtlll w ~ :.c:!U') u"'''' w~u _00 -",- u~", ~ .. flj - !} "'I d' fOR DATl5 Of DUH! AmR I2/Jl/91 CHICK HlAl If A 5POU5AL POYIRTY CRlDIl15 CLAIMID ~~------..- .~ flU NUMBIM ,.)/ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) '( J '"'f.",! .. . ' ft,1rl r..' .oj:} ~ nLiL ~1 Original ~~t\jrn .;, 2 IUI:!OU4I'\ 'IA"'f L"'~! ',4~: ......t)... .Ut tOI:I"'I, '~.I liml!ed Euate .".,1.,.,[, ",1:. I Q.eal Euate {Schedule A) 2, S'c,ks and 30nds (Sc:hedule !!II 3, Closely Held Sloc:kIPQr~nership Ir.feresl (Sc:nec::ule C) J'.-\orlgeges :nd Notes ~ec:eivoble ISc!'ledule DI 5, Cosh. Bank De;:asiu &. ,\'iscellcnt"ous i'er~Qncl i'~:cer~'Y (Schedule E) :T Joir.III O""ned i'rcper!y (Sch,'dule F) 7 "ronders (Schedule G) :Schedule II a r 0101 3rou Aue's \'Olel lil'lO"s 1.7) Q rvnerol Exoenses. Acimif\iurmi...., C~als, ,"',isc~! ar.~c'~s hpenses {Scj,eciule HI Debu. Mortgage liabilities, ,;ens {ScheC:\,I!e I) Total Deductiens (fOIOI Lines Q !. 101 Net Volue of ESlete (line a rninu\ line 11) Cnorilable and Governmentel Beque1lS (Schedule J) Net Value Subject 10 Tall, lline 12 ~jnus line 13) Spou1al Tran1fers (for date1 of deoln oher 6.30,<;"'1 See '",'ruoion, for Applicable Percentage on Reverse Side. (Indude "01ue1 from Schedule K or Schedule Mj Amount of line 14 taxable 01 6% role llnclude volues from Schedule K or Schedule ,'.\,l Amount of line 1 J lo..able a! 15:~ rOle llnclude "elue1 from Schedulo K or Schedule .'II.) Principe I !o)!. due (Add tax f:am line, 15. 16 and 17.1 Credits Spousal Paverly Credil Prior Paymenl' + COlJNTy COOl --,.---.-..---+". NUMBE: C((!(;t'l:" -;""IPI ...ct-l ~~ ~ :;; '" w U ~ '" . Mi II f'r .-.1aceLE___ 21 l..oc t St t ;~';<I""l H'.Jlllr, ~Ij..~tta .----pj,T(---:;-,-::t.ATH-n~:(':,.Tili;;..-'.~- :;us rec JQ1d6=-QU-'Zoo___ __6L221<J6._._c__.9 /16/2,1..__ (2Iqr.n_lcY5bur~~~_Qanr"~.t:li;l!',c;Lc;Q!.11lt:l- ""l(OI\11 ~"I.'.",o:. l'~."l" ....., \'~' 't,1 u.O ,",:C,II ,.,t '" ~(.'.,l.\ H,_,III' .O\....~t. ..,..0.;1..1.' Itr.~I'II!) ,~u /.~aUO:~,C'I\t SUPc1f!mllnlci ~el\,lrn 3 ~emalndllr Qelurn (fof doles of death prior !o 12.13.8: federal E,Ial., To)!. Relurn ReQuired ,10. FUlure inler"SI Compromise (fer dalel of death alter 12.12.B2) , 6 Decedent Died T"slole 7 Decodenl Maintained oJ Livifl9 Trust I (AIIQch (Cpy of Willi (Allocn ,0Py 0; Trull) i ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~""'f>lt ,c:",'ua Y......llINQ "'CC4tU ,~ "''' Ww =0 "''' "'0 u~ .. o ;: .. - => ~ 0: .. u w '" 1'0. ill I I 1'2 11J lA. ! 15. , 16 17. .. 9 ~ ,18 .. ~ I => ['9 ~ :e 0 I u I >< .. ,20. ~ 121 I I I ''-: j _9 Total Number .,1 Sofe DeC01it Sous 549 Bridge Street New CUml:erland, PA 17070 I 1 J _----6O',.cOO' 00 (2) (3) f J ) " , '-, ----+390-.6.J------ 284.82 .. ,- : 7 62,175.46 11: Q! __-9,162.07____ 5,778.20 (10) (11) --14,..9.40. '7 1121 -47,235.19 (Ill {I A) --41.235 ,q 115) x = (16) x 06 = (171__47,235J9__x 15= _7,085.28- {l81 __ 7,085.28- Dilcount Intore,' + (l91 120) 0.00 If Une 19 it grealer than Uno 18. enter Ihe difference on line 20. This is Ihe OVERPAYMENT. folD CheCK' here' If,you'ar. roquesting a:r.fund.'of your overpayment. -:,': ) ~ {211 _ 7,085.28 ~lN 265.70 {21 &1 -7-;-350098 If Une 18 il greoler thon line IQ, enler Ihe difference on line 21. This i1the TAX DUE. A. En!er Ihe infere\t on !he balance due on line 21 A. 8. Enter Ihe tOlol of line 1.1 and 21A an line 2\B. Tnil is the BALANCE DUE. Mo~e Check Poyoblo to: Reghter of Wills. Agent >- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ Under pencltles of perjury, I declare IhOl1 have o'-omlned Ihll relurn, Including accompanYing schedules and statemenTs, and 10 the best of my ~now'edge ond belief I is true. corroel ond complelo I dodore Ihel all reo I estale has been reported ot lrue mcr~et ...alue DeclaratIOn of preporer olher thon Ihe per,oncl representctive j based on 011 information of which preporer has any knowledge SIQN....T UC'~f'SON4~" """ 'o"","o'"u.'- ,'"0"" .(J tOO '& oooo-.-.~ ~~r _ _ _ _.. _. r<) I;(Jcad--dJt~Lt.Jmz./ ~t?L?I.....dc2~ ~- iC UI , '....:;0.. II'tANlfPlff~ttITATm. ...cc....', (' ,(,/) .,:' rft''l7 / (... 7 , --:. C'Y/t:. /.:J 'h~:kL.J.!..h"~!.!'!L/~:1/ /--__ .l/~~- /7(' ;.)- Ad '48 of 1994 provides for the reduction of the tax rot.. Imposed on the net value of tranders to or for the use of the spouse. The rates os prescribed by the statute will be: e 3% (.03) will be appllcablo for ostatos of decedenll dying on or after 7/1194 ond before 1/1/96 e 2% (.02) will be applicable for eatates of decedents dying on or after 1/1/96 and before 1/1/97 e 1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 e Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...-) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. relain the use or income of the property transferred, ....................................................... b. retain the right to designate who sholl use the property transferred or its income, ............... c. retain 0 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 property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death' without receiving adequate consideration?..... .......... .................... ........... ................ ....... .......... ...... ............. . 3. Did decedent own on 'in trust for' bank account at his or her death?..................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. \ , '" -' -,- - r;:.? '-:, Ii: n ~!f .-~ ..:;. , .', M I " ~ p. ,-, ~Ii' U ,- .~ :3 ~J(C 9' a: U0 ~ .. , . 11'f-'I"". JUI ::/rjl"'CN'#IIU~f" Cf '1""SH'jA""A ~"'lltANCI~'" IItt,;IN USlO,,,,"lClllll'ft SCHEDULE F JOINTL Y .OWNED PROPERTY eSTATE OF . FILE NUMBER F!7't - (J5.3.) ~; 11 ~,. T;l~t:lo~:' . Joinl ttnont(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. Ccr.na L. 'Neaver 21 Lccust St=eet 'lior:nleysl:urg I P.; sister a. C. Jointly..owned property: ITEM i NUMBER! , i lmeR i FOR JOINT TENANT DESCRIPTION OF ?ROPERTY TOTAL VALUE OF ASSeT DECu'S DOLu.a VALUE OF ", INT. DECEDENT'S INTEREST OAiE MAuE JOINT 1. 1/2 3284.82 J. ?SC 5569.64 TOTAL (Also enter on line 6. Recapitulation) 5 (II more 'pecI is nud.d inse,' oddi';onol sheets o( tome sin) ~..-. - ...." ~... . .... ,.' . II".,I,U.:." ~..' ~ ",:"'~~;"" -:JfIj. COMMONW(....IJH C, 'fNN$.,WANIA IN"UI'',l,NC! 'u ~tTURN USIC(Nf OrC!OINf SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plooso P,int 0' Typo , FILE NUMBER ESTATE OF Janet E. Miller 1996-0535 ITEM NUMBER i DESCRIPTION AMOUNT A. I Funeral Exponses: I. Husselman Funeral Heme $6216.19 B. Administra1ive Cos1s: I. Personcl Representcri\le Commissions Socicl Sec~rity Number or ?~ncncl Represenrctive: Yecr Commissions ocid 2, Attorney Fees 2000.00 3. F::miiy Exemprion Claiment Add,e.. of Cleimenl ot decedenl" deeth 51,eel Add,e.. ~eiclicnship Cily I 4. I P,obate Feos I I C. I Miscellaneous ExpenslJs: 1. state Farm Insurance 2. I Accounting (Accrued) 3, I , i 4. 5. 6. 7. 8. 510'0 Zip Code 368.63 77.25 500.00 ,_________ I TOTAL (Also anI., on lin. 9, Recopilulolion) S 9,162.07 -. ,. COMMONWEALTH or pumSYlVAUIA DU'AnTMtm or nEV[t4U[ BUREAU OF 'NDIVIDUAL TAXES OEPT :!80&OI HAURISOUnG, flA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT I' ~'",,'9.. f.1zW .. , NO. M\211632 III V"l1r.;> ()( 11196) RECEIVED FROM: r- ACN ASSESSMENT CONTROL NUMBER AMOUNT BARBARA SUi1PLE-SULLl VAN ESO 1J:11 T7.d~9.99 549 BRIDGE STREET NEW CUMBERLAND. PA 17070 rOlOfiEl1! rOLOHERE 6~" ESTATE INFORMATION: FilE NUMBER 21-IQ9.b-OS1S NAME OF DECEDENT ,LAST) MI'I ER-J~<:T E" DATE OF PAYMENT 5SJ\L2", 1- 1 b- O.lt.::; (FIRST) IMII e /1 "--I..J.9517 POSTMARK DATE 0/1)0-10000 COUNTY TOTAL AMOUNT PAlO $7.350.98 _CUt1l3Ef>1 llNT> DATE OF DEATH SEALCHECKII 254 V2 ("i'i ".:/.- RECEIVEOBY f/1~~/ L. -:1('('1 './ ."1.,-. .. . I'.' , .' MARY C. LE IS ./';,', . /ff,j- REGISTER I F WILLS' / REMARKS BARBARA SUMPLE-SULL 1 VAN ESGl :f)" . , , " \", ., _'.__._u. ---' -~ ~..--....lld.~ _ [;7-... ...,.-:~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WIllS CUMBERLAND CO CDURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LDWER PDRTION FDR YOUR RECORDS ~ iff";: iS4"j"EXU AFP" iiii-:9'fj"ijiir"icEuliri-riHEifiTANcE"Y Ain'-ppiiA-isEiiEijT~--.m-OWAiicE"ifR------U--- mm DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX ESTATE DF MIllER JANET E FILE NO. 21 96-0535 ACN 101 DATE 10-13-97 TAX .RETURN WAS. ( I ACCEPTED AS FILED ( XI CHANGED SEE ATTACHED NOTICE RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE DF RETURN BASED DN: SUPPLEMENTAL RETURN 1. Rad Est.t. (Schedule A) (1) 2. Stocks and Bonds (Schedule OJ (2) 3. Closely Held Stock/P.~tn.~shlp Int.~.st (Schadule C) (3) 4. Harlg.g.s/Hotes Raceivabl. (Schedule OJ (4) 5. Cash/Sank Deposits/Hlsc. Personal Property (Schedule EJ (5) 6. Jointly Owned Property ISchodul. fJ (6) 7. Transf.rs (Schedule GJ (7) 8. Tobl Auats If an assessmBnt was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of lina 14 at Spousal rat. (15) 16. Anount of Lina 14 taxable at lina.l/CI... A rat. (16) 17. Anount of lina 14 taxable at Coll.te,.al/Class 8 rat. (11) 18. Principal Tax Du. ~/ , I} 'I ' ')-. / I _I ' 1-. I. ) BUREAU OF INDIVIDUAL TAXES IHIlUIlANC[ UK DIVISION D[pr. la0601 flARRISBURC, Pi 111la-OltOI " CDMMDNWEALTH DF PENNSYLVANIA DEPARTMENT DF REVENUE HOTICE OF INHERITANCE TAX APPRAISEHENT. AllOWANCE DR DISAllOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX BARBARA SUMPlE 549 BRIDGE ST NEW CUMBERLAND DATE ESTATE OF DATE DF DEATH FILE NUMBER CDUNTY ACN 10-13-97 MILLER 06-22"96 21 96-0535 CUMBERLAND 101 SULLIVAN r Anount R.~ltt.d PA 17070 NO. 01 60,000.00 .00 .00 .00 .00 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIDNS: 9. Funerel Expenses/Ad.. Costs/Hisc. Expenses (Schedule H) (9) 10. Dobts/Hortg.go l1.b111t1o./l1on. ISchodulo II (10) 11. Total Doductions 12. Net V.lue of Tax Return 13. Charitable/Govern.ent.l Bequests (Schedule JJ 14. Net Value of Est.t. Subject to Tax 500.00 .00 llll (12) (13) 1141 NOTE: .00 X .00= .00 X .06= 47.235.19 x.15= 1181 TAX CREDITS: PAYHENT DATE 08-14-97 RECEIPT NUHBER AA211632 DISCOUNT ('1 INTEREST/PEN PAID 1-) 253.76- AHOUNT PAID 7,350.98 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TDTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (, '-~ ;* U,.U"" II' III.tll JANET E NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynant. 6D,OOO.00 ~nD nn 59.500.00 .00 47.235.19 .00 .00 7.085.28 7,085.28 7,097.22 11 .94CR .00 11. 94CR I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,l \, RESERVATION: Elt.t., of dlcldlnt. dying on Dr b.for. Dlc..bar IZ, .91Z -. If any future lnt.r..t In thl I.tat. II 'ten,fatr.d In pO...l.lon or enJoy..nt to C1.., B (co11It.r.l) benefic I., II' 0' the d.cadent .'t,r t~ Ixplratlon of any 'llat. for 11'. Dr far YI.t., thl Co..anw.'lth hereby Ixprlllly tll.tV.. the right to appral.. and .11... trlnl'.r Inheritance 'I." at the lawful Cl... a (collat.ra.l tat. on any luch future Int.r..t. PURPOSE OF NOTlCEr PAVPtENh REFUND (eA) I OIJECTlDHS I ADHIN ISTRi JIVE CORRECTIONS. DISCOUNTs PENALTY, INTERESTs To fulfill the requlta..nt. of Sactlon 2140 0' the Inherit_rea and E,t_t. Tlx Act, Act 21 of .995. (72 P.S. S.ctlon 914D). Detech thl top portion 0' thl, Notlel and lub.lt with your ply.ent to thl A.gI,tar of Will, prlnt.d on thl t.v.r.. .Id.. "'Haka ch.ck or .onay orde, payable tal REGISTER OF MILLS, AGENT A r.fund of . ta. credit. which wa. not r.qu..t.d on the 'ax A.turn. .ay be r.qua.t.d by co.pl.tlng an "Application for R.flM1d of P'Mlylvanla Inh.rltanc. and E.tete '.x" CAEV~I5I3J. Appllcatlonl ar. IlIvallabl. at the offlc. of the R.gI.t.r of Will.. .ny of the 2] R.venu. DI.trlct Offlc... or by calling the .pecl.I Z4~hour an.w.rlng ..rvlc. nuab.r. for for.. ordarlng: In Pann.ylvanl. 1.800.]62.2050. out. Ida Pann.yIvanl. and within local H.rrI.burg .r.. (717) 787.80,.. TOOl (717) 772.2252 CH..rlng I.p.lred Only). Any party In Int.r..t not ..tl.flad with the .ppr.I....nt. .Ilowanc. or dl..llawancl of d.ductlan.. or 1lI.1.....nt of t.. (Including dl.count or Int.r..t) a. .hown on thl. Notlc. eu.t DbJ.ct within .Ixty (60) d.y. of r.c.lpt of this Notice bYI .~wrltten prat..t to the PA D.p.rt.ent of R.v.nu., Ba.rd of App..I., D.pt. 281021, H.rrl.burg, PA ...l.ctlon to ha~. the ..tt.r detaralned .t audIt of the account of the per.onaI rapr..entatIvI, ..app..l to tha Orphan.' Court. OR I7121~1021, OR Factu.I .rror. dl.cav.rld on thl. .....~t .hauld b. .ddr....d In wrIting tal PA D.p.rtaent of R.v.nu.. Buraau of Individual '..e., "TNI Po.t A.......nt R.vlew Unit, Dept. 280601. H.rrl.burg. PA 17121.0601 Phon. C7I7) 787.6S0S. See pege 5 of tha bookl.t "Instruction. far Inharltance 'ax R.turn far a R..ldent n.c.d.nt" (AEV.lSOI) for an ,.planatlon of .dalnl.tr.tlv'ly correctable error.. If any ta. due I, paid within thr.e C]) cal.ndar aonth. .ft.r thl d.c.dent'l death, . flv. p.rc.nt (5%) dl.count of the t.. paid I. .llowed. The 15% t.. eana.ty non.partlclpatlon pen.lty la co~t.d on the total of the ta. end Intar..t .ll.l..d, end not paid b.for. January 18, 1996, the flr.t day .ft.r the and of tha t.. aana.ty p.rlod. Thl, non.plrtlclpatlon p.nalty I. .ppa.labII In the .... .anner end In the tha I... tla. p.rlod .. you would app..l the t.. and Int.r..t th.t ha. bean .l...lad .. Indlcat.d on thl. notlc.. Inter..t I. chlllrged b.glnnlng with flr.t day of delInquency, or nine (9) aooth. and one (1) day frae the d.te of d..th, to the d.t. of payaent. T.... which blc". d.Ilnqu.nt b.fore Janu.ry 1, 19&2 b..r Inter..t .t the rat. of .1. C6X) percent p.r ennua c.lculat.d at a d.lly rat. of .000164. All t.... which baca.. dallnquent on and .ft.r Janu.ry 1, 1982 will ba.r Int.ra.t at a r.te which will vary fro. c.lendar y.ar to cal~.r yaar with that rata announc.d by the PA D.part.ant of Rlv.nue. Th. I!IPpllc.bl. Int.r..t rat.. far 1982 through 1997 ar.1 '!!!! Int.rnt Rate Dally Intar..t Factor !2r Inllr..t R.te Dally Inhrnt Factor 1982 ZOX .000S48 1917 9X . oaOZ47 19as 16X .0001,38 1988.1991 IIX .000301 1984 IIX .000301 1992 9X .00021,7 1985 UX .DD0356 199].I'J94 7X .000192 1986' lOX .000Z74 1995.1991 9X .0002tt] nInter..t Is ulcuI.t.d .. fol1ow" INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS OELINQUENT X OAILY INTEREST FACTOR ..Any Notlcl I..ued aft.r the ta. becoaa. delinquent will r.'lect an Int.r.lt calculation to flft.an (15) day. b.yond the data of the ........"t. If ply..,..t Is .adl after the Intarnt coaputaUon date .howl on the Natlc.,'.ddltlon.1 Int.re.t au.t be calculated.