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PETITION FOIt PlmllA n: and GHANT OF u:rnms
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So..;,,1 S"l'/IriIY So, ~,l:: J' :,c._'S.?~T __
Rl'!'i,'el 01 Wil" lor Ih~ 0
("UlIIIIY olc...-"'~b~do..~~ in the
COll1l1ltHlwc,'allh ()f l'l'l1l1syl\'Hnia
IIh.' petilion 01' Ilu.' 1IIukr,i!!lll'd 1l.."pl'l'IIIIII~' Il'PIl"l'l1h Ihat:
Yom !ll'litiOlH.'r(\), who j... all' IX Yl'al' 01' i1f.!l'~ ollkr allllll'l'\l'l'lII0c- ~_._ ._____~___ named
ill I Ill' la', lIill 01 the aho,,'lIeCl'lIeIlI,lIalell.. .,Ju\'\."-,3 _.1.'\,\\, ... ._________, 11)_
allll ,,',hdll" lIalell N ft: ._~_u.___.
l'I,lll'll'k\;II1! \lldlllbl,Ill<,'l". ,',1' !\'llllll\"l,lllllll, dC,llh 1IIl'\\'(1IIUI. \'11:.1
Ilecellllelll \"', lIomicilell al ,lealh iIlCUw.h.'ll:''-~ _ _ ,u,_ COII'!!Y, Penll'yl..allia. lIilh
hi':> _ 1;", lami:', ",prillcipal le,idellce ill , _\ 3 3.__ _,1'..'^_"""'\\\J"'...._\~_~" "-
___, eo. r\,.. \t,. PA, ,.I\.~/I<.~<l\<<.k"Tw(>__m____
111,1 ,[1\'\'1, 11111l1bl'r .1ll;llIltllhlp.IJII~1
lle<Cllde'II,lhell '11 year, ola~e, diell__ ___:::r:v'" 12- ,II) "Ie.. .
:11 ___,_n_,_ __,.._ ___._._ _..._______
F\l'CI'I ~h !'tllhm-.., dl'('l'lklll did IHlllllarry, \la' 1101 dholl'l't.J ami did 1101 have a I.:hild horn or adopted
arll'r l.,....\..ulion or I Ill' l\ill olll'u"d for proh;It....: wa.. Iwl thl' \ ktil11 of a killing and wa!-l never adjuukalcu
in\.'~lI11p\.'ll'111: _..___.____ __ _______ ____,__.__________ __________
Ikl."l.'ndl'lll allkalh Il\\lIl'd plop....f1y \lilh ....,lil1lal....d lallll." a' follow..:
(If L1"II11dled ill I'a.) '\lIpe"ollal p"'pell)
(If 1101 dOl11idh.'d ill Pa.) 1'....r'011:l1 propl.'IIY ill Pl.'nll'yllania
(111101 dOlllidkd in Pa.1 Pl.'r'l1l1al propl'r1Y in CnlllllY
Vahll' llf Il'all'''l;lll' in Pl.I1I1..~I\ania ,
,illlal,,1 ", 101111\\,: _,133. .u_~~""...(\.""",\",,_,~~__,~__
S _190,000
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70,0/)0
\\ III:RIJ'()RJ.., peliliollerhl re,pe<l1'IIII) "."lll.'ee""l."ll !..h,_C.'_D,_P." , hale...','1'_ Ih"-.Ia'.' \\ill alld codieil(,)
prl.......lIll.d hl'rl'\\llh and I Ill' !!ralll of klll'r..__ ~"'l'o.-___ ~_
Illl'lIlll.
1:1."I.Ullnllal~; .1\lll1tlll'I!,I' ,Ill 1.',I..t.; ;11I1I11111\lrillillll d.h.n.t.:'.I..l.1
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OATIl OF PERSONAL ItEPltESENTATIVE
('0\1\10:\\\'1':'\ 1.'\'11 OF I'E:\:\Srl.\' A:\IA
('()l vl'r OF ::UMI3ERL/\N? _" ____ _ ,_
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Iltl' I'l'lJ:iolll.'fbl ahtl\l'.nal1ll'd "\\~alt"llll allil'lI1(") Ih;1I111l.' ..1;lIl'l11l'nl\ in till' IOfl'going p~tiliol1 arl'
11 Ill' ,I lid ~'l.llll\:1 10 ,ill' Ill',,' ,1\ IIll' klll)\\:,--'dg~ alld bdid of pl'lililllll'r(,) and Ihal a, p~l~onal rl'prC"iCn-
I;l!t\l'l I III Ihl' al1l1\l' dl'~'l.'dl'1I1 Jll'li'iolll.'i{..) \\ill \\l'lI and Irllly adl11ini'll'( 1 Ill' l.'''itall' al'l..'ording 10 law,
'-7'" /' /) /
S\\nlll h' III '1lllll1t'd ,IP,( "lIlhl,'l,h\'d I cx-.~,-<u'_{.,G. UJt.a'~".l.J<~___ ~
~i~~; t~~0'17I't:xJ.I{~~'~;~'~r .----'_=~~~___~ l
MARy C. LEWIS UCI!/\/t" {! _____..__.___ 2'
No.
21-96-560
Estate of
MERVIN L. ANDERSON
, Deceased
DECREE 01: I)ROHATE AND GRANT OF LETTERS
AND NOW JULY 18TH. 19~, in consideration orthe petition on
the reverse side hereoF, "uisraclOry proor ha,'jng heen presented hcrore me,
IT IS DECREED thai the instrulIlent(s) daled JUNE 3. 1991
described therein be admilled 10 probate and liIed or record as the last will or
MERVIN L. ANDERSON
and tellers TESTAMENTARY
arc hereby granted 10 LEWIS ^. ANDERSON
U-1J, lmJ;,
LEWiS'- r
FEES
Probate, tellers, Etc. ,."."., $
Short Certificates(2) ,."""., S
Renunciation ,.""",."..,. S
x-PAGES (2)
JCP
235.00
6.00
S
TOTAL _ S
. ,-1P,r,.Y" H!TH. ,l.~?.l!., .$,~~,2., 9.Q
6.00
ROBERT L.O'B~IEN
ATTORNEY (Sup, CI,I.O, No.) "28351
17 W. SOUTH STREET
CARLISLE. PA"OORESS 1 70 13
(717)249-6873
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Filed
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Called Attorney on 7-19-96.
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LAST WILL AND TESTAMENT
OF
MERVIN L. ANDERSON
I, Mervin L. Ande"on oC 133 Pennsylvania Avenue, Carlhle, Cumberland
County, Pennsylvnni:l, being oC sound nnd disposing mind, memory nnd underslanding,
do hereby mnke, publish and declnre Ihis as nnd Cor my LISt Will nnd Teslament. hereby
revoking all other wills nnd codicils hereloCore m:lde by me,
FIRST
I direct the pnyment of my debts and the expenses of my Inst illness nnd
Cuneral from my estnte as soon nfler my denth ns convenienlly mny be done,
Further in this connection. I authorize my pe"onnl representative 10
expend funds from my eslnle, in such amount as my personnl represent:llive shnll
consider necessnry nnd desirable for the purchase. creel ion and inscriplion oC a suilable
marker for my gnl\'e.
SECOND
I give, devhe nnd be'luenlh my enlire estate of whalever nnlure or
wherever siluate as follows:
(a) One.hal C (1/2) 10 my son. Lewis A, AnderS!," of Newville.
Pennsylvanin,
(b) One-sixth (1/6) to my grnnddnughler, Kimberly Morrison of Cnrlisle,
Pennsylvnnin.
(c) One-sixth (1/6) to my grandson, SCOll A. Anderson of Nnrlh Middletnn
Township,
(d) One-sixth (1/6) to my granddnnghter Knren L. Anderson,
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COUNTY CODE
Dl(lOltH'~ (OMrlTlT"'Aiffilll!l~
13~ PL:tJ~!)IU!f'rlllm NI
UrRLiHC fn, NM?lli nilIMJUTfJf'J
("""" ('till MtJ ItN P. . TVIl {L_
I I J.
115.
flU NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMONW(ALHt Of P(NNSYlVANIA
OrpA-IUMlN' Of R(V(NU[
or". 780601
HARRISBURG. PA 111:18.0601
OI(IOIur~ NAMI IIA~t. IIM!!I, AIlI) MI[J{}lf ,t~I't^11
Anderson, Mervin L.
q(p
51.1)0
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YEAR
NUMBER
IUAIf OJ I)fAllt
7/12/96
lUAU OIIUlllli
7/25/24
Remainder Return
(for dole. 01 deolh prior 10 12,13.82)
Fedoral Ellaro ToJl,
Relurn Required
Tolol Number of Sofo Dopo,it Boxo,
.._.~_.._...__.---_... --~--~---~
----------.------.--.--.-- --------
( 8)
.194,994.79u
!lOCIAI !l((Ulllly '~lJMBIIl
201-18-6827
lCl I.
U 4.
Original Rclur"
[ I 2. Supplemontol Relurn
1.0,513.78,.
184,481.01
1.8..1.,<l~!. 0 1
11,068.86
(17)
11,068.86
] 40, Futuro Inloro" Compromilo
(lor do'o. of doolh olrer 12,12,821
LI 6. Decoden. Died folla'e I 7. Deco den' Maintained a Living Trul'
(AlIo,h 'opy of Will) IAlIo,h 'opy 01 Tru'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
NAM-( COMPlETE MAIII'~G ADDIH55
limiled E!tate
11,068.86
11,068.86
.. ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATIl..
Under ponaltiol of perjury, I declare that I have-ellamino~rih-i'~ 'chlln, in~ludi~ ac(ompo~Yi~g";ch('d--;r~-; and ~;;~;;nl\"-~.nd to the bC'I~Tmy ~~~wledge ond beli-;~
il is true, carted and complete. I declare Ihat all real e\tate has been reporte1 at hue mar~et value Declaration 01 pfeparer other Ihan the personal represenlative is
baled on 011 information of which preparer hal any ~nowledge.
~IGNAjijRfOff'-flfS-6tnEpOtgiBlnoi(liil;'H~; jUTURN- ADOIl15!:a DATE
_8.
Robert L. O'Brien, Esquire
iIT[PtfONCNliMi(~-----------~~----------~-
17 West South Street
Carlisle, PA 17013
J 7.17
L
2.<1 ~~g~]}
..-._-------- ---- -----.
- --- -.--_..------------------- _.----
1. Reol E"ole IS,hodule A) I 11 59,007.16
2. S'o,h and 80nd. IS,hedule BI ( 2)
J. Clo.ely Held Slo,k/Porlne"hip Inlo,e.1 (S,hodule q (3)
4. Mor'gage. and Na'e. Recei,able (S,hedure D) ( 4)
5. Co.h, Bonk Depo,i'. & MilCelloneou> Pe"onal Proporly( 5) 135,987.63
(Schedule E)
6. Join1ly Owned Proporly (Schedule f) I 6)
7, Tron.le" ISchedule 0) (Schodule L) ( 71
8. T 0101 Gran Aneh (Iotallinet. 1.71
9. Funeral EJIlpent.e', Administra.ive Cosh, Miscellaneous I 91 10,513.78
Expen.e. (Schedule H)
10. Debl'_ Morlgoge Liabililie" Lion. (S,hedulo I) (10)
11. T 0101 Doduclion. (10101 line, Q & 10)
12. Net Value of Estale Iline 8 minut. line 11)
13, Charitable and Governmental Bequesh (Schedule J)
14, Net Value Subject to T.aK (line 12 minu.sJ.i_~..!...l_~)___ ._~ .__ _ _ _ _ ___u.m._____________.m.
15. Amounl 01 line 14 loxable 0' 6% role (15) 184,481.01
(Include value, rram Schedule K or Schedule M.)
16, Amount or line 14 taJllable 0115% rate (161
(Include value, from Schedule K or Schedule M.)
17. PrincipallaJll duo (Add taJll from line 15 and fram line 16.)
1 B. Credih Prior Payments Discaunl Inloro"
+ (18)
19, If Ii no 10 is greater than line 17, enler Iho difference on line 19. This is the OVERPAYMENT. (19)
arJ
20. If line 17 is greater than line IB, enter the difference on line 20. Thi, i, Ihe TAX DUE. 1201
A. Enter the interost on tho balance due on line 20A. (20A)
B. Enlor ,he 10101 01 line 20 ond 20A on lino 20B. Thi. i. Ihe BALANCE DUE, (20B)
" Ma~eC~ec~ P.oyobleta: RegIsl,"!o! Will., Agent
(11)
(12)
(13)
_114)
x .06 =
x .15 =
(heel, her. If you are requ.stlng a r.fund of your overpayment.
~NA(~ 6~-NRtPRf!:aIt~TA'I';rAOOR(5!:a - .
I . ~,\___CL~ ~~0vJ"'1l,~ PA
OAf(
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4.1.tl~L
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) IN THE
APPROPRIATE BLOCKS.
1, Did decedent make a transfer and:
YEsTN'o
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a. retain the use or income of the property transferred, ......,.,..............,.........,.,...
b. retain the right to designate who shall use the property 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 property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
d h . h . . d .d' 2
eat Wit out receiving a equate consl erallon, .................,.,......,..,.,.,...........,...
3. Did decedent own an '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.
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SCHEDULE E
C..\SH. BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
~lea1. p.jnl or Tvpe
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C:lMMCNWULIH 0' 'I.!NN'''LV&N/4
INHU"ANCI '.U: UTU'...
UIIDINT OICIDINr
ESTATE OF
Mervin L. Anderson
fiLE ~~M~~~ 560
(All p,oo."" iOlnllv..wn.. wl.h th. 'I,", .1 S""'I..o,.nIO ,"II" '0 ,sluloua ,n Scn.oul. .,
ITEM DESCRIPTION VALUE AT
NUMBER' DATE OF DEATH
1 ) Financial Trust Corp. Acct. No. 510394 $114,938.33
2) Farmers Trust CD 17446 ' $ 2,577.85
I
3) Farmers Trust CD 71638 !$ 9,403.28
4) 1989 Chev. Caprice 1$ 5,000.00
,
5) I
1986 Chev. PU '$ 2,500.00
6) Auction Proceeds $ 1,134.00
7) Farmers Trust Savings Acct. 23070 $ 434.17
TOTAL (AI.o enror on lino 5, Rocee,rul.r;.nj 'S 135, 987 . 63
IAnoCl'l odditionol 8\0\- x tl- ",..tI,' mor. 100C, I' ne.aeo.1
ADDENDUM
SCHEDULE H CONTINUED
Miscellaneous Expenses
4. Carlisle Suburban Authority/waterlsewer
5. Browning Ferris, Inc./trash service
u. pp. L/elec:ric
7. United Of PA./telephone
8. TV Cable of Carlisle/TV cable
9. pp. L/elec:ric
10. United of PA/telephone
11. Kenneth Guistwi:e/M.D.
;.:;:. Role Ch~v=eler:/ ir..spect:or. car
13. Carlisle !maqi~q Ass./Dad's x-rays
14. Robin K. Scllenberger/Rea: Estate Taxes
15. PP. L/electric
16. Hartman's Garage/state insp./truck tune-up
17. United of PA/tele)hone
18. Browning Ferris lnc./trash service
19. Carlisle Pathology Assoc. PC./medical bills
ZOo Carlisle 5uburhdn Authori:y/waterlsewer
",
..:.....
Unite:i ..,:.[ 2i\
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23.
Hartman's Garage/truck repair
24.
Patient Ace. Services/x-rays
'2~, .
United of FA/phone
Amount
$ 93.75
31. 29
35.34
19.22
24.89
82.01
143.91
126.46
118.53
5.35
595.03
92.86
113.31
142.08
32.25
24.76
0" 11:
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20.04
30.89
333.98
36.43
21. 99
ADDENDUM CONTINUED
Miscellaneous Expenses
26. PP + L/e1ec~ric
27. Roy Franklin Construction/repair roof
28. PP + L/electric
29. United of PAl telephone
30. Carlisle Suburban Authority/water/sewer
31. Browning Ferris Inc./trash service
32. Tim Smi~h!1/2 repairs on house
33. PP + Llele:ric
34. Tim Smi:h/2nd half repairs on house
35. PP + L/ele::ric
36. H.,. P. 32.oc::/[ad'.'5 ta;-:es ror '96
TOTAL
Amount
S 46.07
200.00
92.64
22.37
93.75
32.25
550.00
110.48
550.00
123.49
67.25
S10, 513.78
FINAL SETTLEMENT
(('/7fl
O\','f'ER I':LL({'Lt',. ,(1 jf)'l{.",/, IJ -i(I"~ "\
. (;;;..;;1 - L _ __ ,I, LvII'\.. fIr,. _0\.1.,.
Dalt.
Acl(1rcs!. .________ _____
Oalt.' 01 Sale _ ~~__~______
Sale Locallon .___M____...____.______
Auclio"eer __'_______________ ___ Clerk ___'___ Cashier
Olher
--~._-----_._--._--_. ---..
___________ ~_._ _____ ~_ .__ _0'. ______
u. ______,_________
.... ..u._...n...._____.___ _____
--.-~:...,=_-=.~-=_~_=_=::.-,,:-__=.=~"'.=..,.."__:::.c,~ __._~_____..,
PROCEEDS OF SALE:
s-1m.5D.....
tl"3.,:xL
Cash ....
Checks ,.............,.................."........,
Other ........,.."..".......""....",'..,'..",...,.....,..,..,...."".....,....,..,......
Miscellaneous (see atlached list)
TOTAL PROCEEDS OF SALE ..................... $ 1/ 7 ;Jt~
LESS SELLER'S SALE EXPENSE:
Auctioneer's Fee" ,7!., ,5,%, ......................,.......",....,.........,
$
y,t- 00 /'
'It: Dc' /
If(. 00 /'
31.fL{. DC)./
~~.clc) __
Miscellaneous (see atlached liSl) ............................................'
DEDUCT TOTAL SELLER'S SALE EXPENSE ............................,.. $
5/c;.OQ
1/34.06
TOTAL NET PROCEEDS TO SELLER .......,....................... $
I, (or we), the seller 01 goods, merchandise, and/or property sold at public auction on above date and locahon, acknowledge and accept
this setllement 01 proceeds 01 sate. I (or we) agree to accept all responsibility lor providing merchantable hlle 10 all goods, merchandise,
and/or property sold, and lor delivery ollllle 10 Ihe purchaser,
(Dale) (Seller's Signature)
.-' -T/:-<f5;~~&::.
Auctioneer or Cashler's Signature (Seller's Signature)
Fo't!' Po;'! rs Rt''''''t''IrO'l1 M:SSOUq; AUCTIOt,j 5CliOOl Pno'lf' '11:\' eJ~. '9:,1,
A. u.s. OLPAllIII:MI Of ItOOSI.G AIIIl UIlBAM OLVHII'IUI B. IYPL Of LlWI
.
.-- SEIILEII:.r SIAlUlLNI
1. II IliA 2. IJ rllHA 3, N CONY. UNINS,
4. II YA 5. II CONY INS.
6, rILE NUHOER, 7. LOAN NlJHOU:
-1.l0V T 1561489
8. HORIGAGE INS, LASE NO.,
1IIl1E. 'hi. form I, furnlshrd to gl\lr you n stotrnl('nt 01 nctu.l1 st'ttlrmcnt CO'ils. AIOOUflls p.,ld to and hy the
uttlrmrnt ngrnt nrf ShOWII. Item'i ""lfked "(p.o.C'. )11 wr.re paid outside Iht' c10slngj they ore shown here for
Information,,' puf'poSI!I Dnd nre not Included In lilt' lotnls.
O. IWIE Of 8IlIIROILI: MICflAEl, E.NOVI
M^RIO N. NOVI, SR.
M^RG^RE'I' 1'. tlPVI
E. IWIE Of SULU, LEWIS ^NDERSON
EX ECU'I'OR FOR 'I'IIE ES'l'Nl'E
OF MEIWIN L. MI!ll;I'lSOII
r. IWIE or LElIlEI. FIRS'I' UNl'l'Ell MOR'l'G^GE SERVICE 49Jl C^RLISLE PIKE
INC. MECIIMHCSUURG, 1'^
G. PRlFERIY 13J PEtlNSYLV^NIA ^VEflUE
LOCATllII: NORTII MIDllLE'l'Otl 'l'OlmSlII P
f"Aln.T'>!,F. Ph
H. SETlLEllLNl AGE.,: S'I'EVEN J. FISflMMI
PLACE or SETlLEII:HI: 17 WES'I' SOUTII S'l'REE'I' (717) 249-687J
f"AIH.TO::I.R P^ 17011
I. SEIILENENI DAlE: 03-14-97
J. SUMMART or BORROUER'S IRANSACIION K. SUHMART Of SLLLER'S lRANSACllON
11ll1. GROSS NOIIH DUE fRill BORROUER: 400. GROSS AHOUNI DUE 10 SLLLER:
101. Contrnct soles Drier 6J.500.00 401. Contract snIt's prlct' 6J.500.00
102. Porlonol PronorlY 402. Personal Pro~rty
103. Settlement charnes to borrower (lIn('1400) 2.252.JJ 403.
104. 404.
105. 405.
Adj.-I_t. for 1t_.""ld bv .ollor In advance AdJUSllllCfll. for It..... nold by .oller In odvonco
106. Cltvllown t.. to 406. Cfty/town tnx to
107. CounlV t.. J/14 to 12/11 125.J7 407. County tox J/14 '0 121Jl 125.J7
108. Assrssments 10 408. Assessments to
109. TAX J/14 TO I;'JO 174.94 409. SCHOOL TAX J/14 'I'D 6130 174.94
110. r. lR 75 410. WNI'ER & SEWER 1R.75
111. 411.
112. 412.
120. GROSS NOllU DUE fRill BORROUER $66,071 . J9 420. GROSS AHOUNT our 10 SLLLER $63.819.06
ZOO. AMOUNtS PAID 8T OR .. BLlIALr or BORR~R: 500. REOUCIIONS IN AHOUNr DUE SELlLR:
201. Deposit or earnest money J.OOO.OO 501. Excess deposit (see Instructions)
202. Prlncloal amount of new loon(s) 50.800.00 502. Scttlcn~nt chorges to setlcr (Ifne 1400) 4,Rl1.90
203. Existing loon(s) token sublect to ~03. Existing loon(s) token subject to
204. 504. Poyoff of first mortgage lonn
205. 505. Poyoff of second mortgage loon
206, 106,
207. 107.
208. 508.
209. 109.
Adjust_I. for It.... ..""Id by soller - - AdJustlllonts for It""" """id by soli or
210. Cllv/lown to. to 510, Cllvltown 10. to
211. [olllty tax to ~11. County tox to
212. Asses&mcnts to 512. Assessments 10
21l. 513.
214. 114.
215. 515.
216. 116,
217. 517.
218. 518.
219, -- Ilv.
220. JOIAL PAID BY/rOR BlIlRtM.: $5J.OOO.Jll) \70. JOIAL .EOUCIIONS 0Uf. SLLLLR: $4 . R 11 .90
.lIllI. CASH AI SlIlLU'[OI fRlII/lO _.tMR: 600. CASH AT SLll[LHLOI 10lfRIIl SLLLER:
J01. (iro!>! ~lt due from borrowcr( line 120) 66 . Q2LJ.2 601. Cross amount duc to sellcr Cline 420) 6J,R1" nit
302. lr~s on~t oaid by/for borrowrrCllnr220) 53.80ll 00 602. less reduction nmount due sellrrCllnc520) 41111.90
303. CASH ( IX fRill ) ( II TO ) BORROUER: $12,271. J9 603. CASH ( f{ 10 ) ( II rRIII ) SELlER:l $59,007.16
OIlS No, 2502'0265
Hoo.1 Sett lenient Statement
Rev. 5,88
Pogo 1
Ro,po Ro.olvor (till)
HUll.' (3'86)
RESPA. HB 4305.2
-,
LAST WILL AND TESTAMENT
OF
MERVIN L. ANDERSON
J, Mervin L. Anderson of 133 Pennsylvar.ia Avenue, Carlisle, 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, bereby
.
revoking all other wills and codicils heretofore made by me.
FIRST
J direct the payment of my debts and the expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done.
Further in this cnnnection, I authorize my personal representative to
expend funds from my estate, in such amount as my personal representative shall
consider necessary and desirable for the purchase, erection aod inscription of a suitable
marker for my grave.
SECOND
I give, devise and bequeath my entire estate of whatever nature or
wherever situate as follows:
(a) One-half (1/2) to my son, Lewis A. Anderson of Newville,
Pennsylvania.
(b) One-sixth (1/6) to my granddaughter, Kimberly Morrison of Carlisle,
Pennsylvania,
(c) One-sixth (116) to my grandson, Scoll A. Anderson of North Middleton
Township.
(d) One-sixth (J/6) to my granddaughter Karen L, Anderson,
~.
THIRD
I nominate. eon~titute and appoint my ~on, Lewis A, Anderson, as Executor
of this my Lut Will and Testament, Should said Exeeutor fail to quali fy or cease to act
as Exeeutor, I appoint my granddaughter, Karen L, Anderson, Executrix of this my Last
Will and Testament, I relieve my per~onal representative from the necessity of po~ting
~eeurity in connection with his duties a~ such in any jurisdiction in which he or she may
be called Upon to act insofar as I am able by law to do ~o.
FOURTH
In addition to the powers con ferred by law, I authori~e my Executor in bis
ab~olute discretion:
A. To retain in the form received, and to sell either at public or private
sale any real or personal property.
B, To manage real estate.
C. To invest and reinvest in all forms of property without being confined
to legal investments, and without regard to the principal of diversification.
D, To exercise any option or rights arising from ownership of investments,
E. To compromise claims without court approval, and without the consent
of any beneficiary.
of
Last Will and Testament, consisting of two (2) typewriuen pages, the first page which
bears my signature in the margin for the purpose of ideotification, this the ...;,?,o(. day
9~
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
, 1991.
~ """"'- ;;j 4.--1."_
(seal)
Mervin L. Anderson
IY-I/<I . II
BUREAU OF INDIVIDUAL TAXES
INlllRIUNcr fAll DIVISION
D[Pl. 18060l
IIANAI SlUAG, PA 111/1'0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INIIERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT L OBRIEN ESQ
17 W SOUTll ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
07-21-97
ANOERSOIl
07-12-96
21 96-0560
CUHBERLAND
101
~ A.Dunl R..III.d
(,
~*
"'.1'" II "' "'-tll
HERV IN
L
l
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiif\i:is'4TEx--Aiijoufoi-:9:fj-NfiT"icEuo,,--iNHEiiifliiicn'-Ax-'A-P'pii'A-isEifENr-;-ALi:OwliiicE-ijri-mm---u--m
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF ANDERSON MERVIN L FILE NO. 21 96-0560 ACN 101 DATE 07-21-97
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Elt.t. (Schedule AJ III
2. Stock. and Bondi (Schedule OJ C2J
3. Closely Held stock/Partnership Intara.t (Schedul. C) C3J
4. Hortg.ges/Hot.. Recelvabl. (Schedule OJ C4J
5. C..h/Sank Deposita/Hisc. Parlonal Property (Schedule EJ 151
6. Jointly ONnad Property (Schedule fJ (6)
7. Tranlfara CSchedule G) (7)
8. Tohl Allats
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expans../Ada. Coata/Hhe. Expans.. (Schedule H) (9)
10. Debta/Hartgaga Liabilitia./Li.ns (Schadula Il 110)
11. Tat.1 Daduction.
12. Hat Va1ua of Tax Raturn
13. Charitab1a/GoYarn~ant.l Baqua.t. ISchedu1e J)
14. Net Valua of E.tate Subject to Tax
I CNANGED
59.007.16
.00
.00
.00
135.987.63
.00
.00
181
10,513,78
.00
1111
1121
1131
1141
HOTE: To insura prapar
cradit to your account,
lubnit tha upper portion
of this forM with your
tax paYllant.
194.994.79
In,~H 78
184.481.01
.00
184,481.01
If an assessment was issued previously, lines 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
IS. Allount of Lina 14 .t Spou.al r.t. 115)
16. Allount of Lina 14 taxable at Lin.al/CI... A r.t. 116)
17. Anount of Lina 14 t.xabla .t Collataral/Cla.. Brat. 1171
1a. Principal Tex Dua
NOTE:
TAX CREDITS:
PAYMENT
DATE
04-14-97
RECEIPT
NUMBER
AA185382
DISCOUNT 1+1
INTEREST/PEN PAID I-I
,00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-15-97
,00 X .00=
184,481.01 X .06=
.00 X .15=
1181
AMOUNT PAID
11.068,86
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
.00
11,068.86
.00
11 ,068.86
11 ,068.86
.00
5.47
5,47
I IF TOTAL DUE IS lESS TNAN t1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS. I
, ; ~ ,
RESERVATJON: E.t.t.. of d.c.d.nt. dying on or b.for. D.c..b.r 12, 1982 -. If .ny future Int.r..t In the e.t.te Is tr.n.f.rred
In po.....lon or .nJoy..nt to Cl... B (coll.t.r.l) ben.flclarl.. of the d.c.dent .ft.r the expiration of any e.t.te for
Ilf. or for y..rs, the Co..onw.alth h.r.by .xpr...ly re.erv.s the right to appral.. and a....s tran.fer Jnh.rltance Tax..
.t the lawful CI... B (coll.teral) rat. on any such future Int.r..t.
PURPOSE OF
NDflCE:
To fulfill the r.qulr..ents of S.ctlon 21~0 of the Inherlt.nce and E.tat. Tax Ict, Act 21 of 1995. C12 P.S.
S.ction 91~0J.
PIYH[NT:
O.t.ch the top portion of thl. Notice and .ub.lt with your payeent to the Regl.t.r of Will. prlnt.d on the r.v.r.e sid..
u"ek. ch.ck or .on.y ordu p.y.bl. to: REGISTER OF MILLS, AGENT
REFUND ( CA) :
A r.fund of a t.x cr.dlt, which wa. not r.qu..t.d on the T.x R.turn, .ay b. r.qu..t.d by coapl.tlng en "Application
for R.fund of P.nn.ylvanla Jnh.rlt.nc. .nd E.t.t. T.x" (REY.l]ll). Applications ar. av.ll.ble at the Office
of the R.gI.t.r of will., any of the 21 R.v.nu. Ol.trlct Offlc.s, or by calling the .p.clal 24-hour
an.w.rlng ..rvlc. nu.b.r. for fore. ord.rlng: In P.nn,Ylvanla 1-800.162.Z050, out.ld. P.nnsylvanla and
within 10c.1 H.rrl.burg ar.. C717} 181.8094, 100' (711) 71Z.22S2 (H.aring J.p.lr.d Only).
OBJECTJoNS: Any party In Int.r..t not ..tl.fi.d wlth the appr.I....nt, allow.nc. or dl.allowance of d.ductlon., or ........nt
of tax (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .u.t obj.ct within sixty (60) day. of r.c.ipt of
this Notice by:
.-wrltt.n prot..t to the PA Dlpart.lnt of RlVlnue, 80ard of App.als, n.pt. Z81021, Harrl.burg, PI l1IZ8.1021, OR
.-.I.ctlon to have the .atter d.t.r.lned .t audit of the account of the Plr.on.. raprl.ent.tlv., OR
...pp.al to thl Orphan.' Court.
AO"JN
JSTRAnVE
CORRECflONSI
Factu.1 .rror. dl.cov.rad on thl. a.......nt .hould b. .ddr....d In writing to: Pi D.part.ant of R.v.nue,
Burlau of Jndlvldu.1 TaXI', AT1N: Po.t A.....e.nt Review unit, napt. 280601, Harrisburg, PA 17128-0601
Phon. (711) 781.6505. See p.g. 5 of tha booklet "In.tructlon. for Jnh.rltance T.x A.turn for a R..ident
Decld.nt" CR[Y.150IJ for .n explan.tlon of ad.inlstr.tlv.ly corr.ctable .rror..
DISCOUNT:
Jf any tax due I. p.ld within three el} c.l.nd.r .onth. .ftlr the dlc.d.nt's d..th, a flva p.rcant (5~) dl.count of
the t.x p.ld I. .llowad.
PENALTY:
lh. IS~ t.x a~.ty non.p.rtlcipatlon penalty I. co.putad on the total of the tax and Int.r..t a......d, and not
paid b.fore Janu.ry 18, 1996, the first d.y .ftlr the .nd 0' the tn .anllty pulod. lhlt non-p.rtlclp.tion
penalty I. app..labl. In the .... .annar and In the the .a.a tl.. p.rlod a. you would app..1 the tax and Int.r..t
th.t h.. b.en .......d .. Indlc.t.d on thl. notlc..
INTEREST:
Int.re.t I. charged beginning with flr.t day of dellnqu.ncy, or nine e9} aonth. and one (1) day fr08 the data 0'
de.th, to the d.t. of pay.ent. T.xI' which b.ca.. d.llnquant b.for. January I, 1982 b..r Int.r..t .t the rat. 0'
,Ix (6X) p.rc.nt per ~ c.lcul.tld at . dally rat. 0' .000164. All tax.. which bac... d.llnquent on and .,t.r
Janu.ry I, 1982 will b.ar Int.r..t at . rat. which will v.ry fro. c.l,ndar y..r to cal.ndar ye.r with that r.t.
announc.d by the PA Dlpart..nt 0' R.v.nu.. Thl .ppllc.ble Intlr..t rat.. 'or 1982 through 1991 ara:
~ Jnt.r..t Rat. D.llv Intlrllt ractor !!!! Int.r..t Rat. n.llv Int.rut Factor
1982 ZOX .000548 1981 'X .000Z41
19U 16:< .000418 1988.1991 llX .000301
1984 llX .000301 199Z .X .000241
1985 11:< .000356 1993.1994 n .000192
1986 lU .000214 1995-1991 .~ .000247
..Int.rllt It c.lculated .. follow':
INTEREST = BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-In~ Hotlc. I..u.d .,ter the te. b.co..s delinqu.nt will re'l.ct an Int.r..t c.lculatlon to flftlen (IS) day,
b.yond the date 0' the e.......nt. J, pey..nt I. ..d. aft.r the Intlr..t coaputetlon d.t. .hown on tha
Notle., .ddltlonal Int.r..t au.t b. calculat.d.