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I)ETITlON H)I~ J>>ImUATE 111111 GHANT OF LETTEHS
d-I- ,efUp- &OCL ...... . _..
No.
I"u:
. . /)t'n'Il.\I'tI.
SOl'i,,1 S"I'/trily .Yo. :l. ~J.~ ci{.-..'1'f ~.".. ...
Ile~i"e' III \\,ill, lor Ihe
COtlllt\' 01 .C(I''t''-'J',-l..,~.~____ in Ihe
t'ollllliOllwl'ahh of I)c:nn\yl\'ania
I'hl' (ll'tiliollllllhl' 1II1dl'"i!!lll'd Il"IWI,:llllll~ Il'Pll"l'lIl... that:
r 011I 1".'lilitllll'I(\), \\ ho j... all' I ~ Yl',II... 01 ,lpl' or old"," an Ihe l'\l'I..'Ult{, 1...
inlhe la'l '\III ollh,' ahll"'cle"'llelll. dal,'d Afl,~, t. ,z 5.
and ""licilhl d.II,'d
. ........__ lIilllled
19 r.!,.
... _,_____, .0_____
t".lh'lrh'l,1111 ~1"':1l11l\1,1lI.\''', 1'.,C II'UlIlkl,lIillll. tkalh III nt'dllllJ, l'l\',1
()"''\:l'IIlh..'1I1 \\i.I\ dOl1lirih.'ll al death ill _. (&.4:'-~.t-'L~'IL_6J._".A . _ __ ____ COIlIlI)'. Pennsylvania. with
hr,L. la"lalllil~ 0' p.indpal ,e,idellc,' al .;1'1. (_,ii.,,/I.,.ILl>,L_.._.
--_._. .l'.H,J..t..J l~, f~"A"....J ~ltJR'" Ut. __I.'7.J)L~ _... ___hl"fd.i'~f'1"-_}~_l.l..~~.!..1.h~{~
I Ill" 'II~'~". 11lllllh~'r ;lIld 1111111~lp,1111~1
Ik""II(lelll.lh"" 'II.. yea" or a~e. died ;j.:Lu4'j-... $. ... _m____. 19..L"--.
;II LC:OCk.J~II"'_l.'V_lt'~r.:,.L J;;r.!c.J~rlr;_sJ_r'lL_ ____~___~~___ ______.__ . ,
I. ''''l'pl a... t'nIlO\\ '. dl{'l.'tklll did JhH marry. \\a... IHJll.Ji\'01~l'd and did 1101 ha\'c a child horn or adopted
aflcr l'\l'I.'UI ion tlt' I he \\ ill tlrrt.'rc,'u for pnlhalc,'; \\a' not I Ill' \'j,,'lilll (ll' a killing and \\'a~ nc\'cr adjudicatcd
ilh..'l.l!IIPl'Il'III: ______ __.______ _.____ _____~___.".___~__.
I>l'l'l'IHil'nl allk-alh o\\lll'd propl'rly willi l'''llilllaICd \"altlc' ",1'\,;1(0\\\:
(II domiciled in I'a,) ..\11 pe,,,,,,,,1 p"'perlY
(If nlll t1t1111il.'ill'd in Pa,) Per,ollal proJlerlY ill Pcnmyh-,lIlia
(II 1101 domil.'ilcd ill PiI.) I'I.'r'1II1\llllrollclly in t"mllllY
Valul' llf rl'all..''''lall.' in Pl'lllh)hallia
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\\ III:RI:HIRI:. p",ilione",) ,e'pecllully reque'I(,) Ih,' I"ollille or Ihe la'l will and eodidl(s)
p,e'erlled h,"e\\IIh alllllhe ~'alll 01 klle" tes. tam.enta.J;Y_._. .__..
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OATil OF PEI~SONAI. REPIU:SENTATIVE
('O:\1\J()'iWEAI.TII OF I'E'i'iS\'I.\'A'iIA I ..
(,Ol\T\' OF CUMBER.L.i\.foJP. __... _ j" :.;:.;
I hl' pl.'lilllllll.'n" ahn\\.'"l1a'~ll'c.! '\\1,';11(\) (11 ilflirl1lt'llhallhl' '1aIl'l1Il'lIh il1lhl' foregoing pctition ;HC
trUl' ,lIId 1..'\llll\'1 10 Ihl' I1l....1 II!' Jill' "'IHH\ll'd~l' and helid 01 P"'lililllll'r!') i1lllllhal a, per\onal represcllo
1.1I1\l'l.1 pllhl' i1htl\l' dl'l'edl'llI f1l'li:iolll.'J(...) \\ill \\l'1I and Iruly .uhnini\ler the e,t:.lll' according In la\\',
S\\O!.. 10. '" i1lliffll".1 all.l '"I.",.rihed I '1~,.1/~....._I;'._!_~'_!~.{...~~___._._.____ ~
h~U'(~tJ~'T~l: . 7 th . !/a~ g'J . .... .. . .... l
/5-11 g _~Y~~l-r0o,uLl~~L\;D'\IJ.:lc~:,~2ky. ....H..._~=-~== ~
No. .2/- (qqlJJ-~oq
Eslale of
. Deceased
WINIFRED IIUMMELI.
DECREE OF I)ROBATE AND GRANT 01<' LETTERS
AUGUST B 96
AND NOW 19_. in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrumenl(s) dated A PR I. I. 25-1 19 B 5
described therein be admitted to_probate and riled of record as the laM will of
WINI.FRED HUMMELL
and Letters TESTAMENTARY
arc hereby granted to BETTY JEAN DUNCAN
MARY
~ loLv(l "1.'.111 _l.J
C. ~'~i'lcrorwill'
FEES
25.00
6.00
b.OO
Probate, Lelters, Etc. ....... .. S
Short Certirieates(2 ) . . . . . . . . .. S
X-OBQes
Ke~unC1atlon ................ S
JCP S 5.00
TOTAL _ S 42.00
Filed . .~I!~l!~.~.. ~r.... .~?~.~............
An ORNE\" ,sup. Cl. I.D. No.)
ADDRESS
1'1I0NE
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LETTERS AND ORDER WERE MAI.LED TO EXECUTOR.
e.
STATE OF WEST VIRGINIA.
COUNTY OF HARRISON, TO-WIT:
Thil
authority
first duly
day personally appeared
('lllr,1 S..,. C>~ and'I)"J,'lnL
SWDrn. did depose and say:
before the undersigned
PJ,\/'/)/S, WhD. having been
That they are the same persons who subscribed their names as
witnesles to the annexed Last Will and Testament of WINIFRED
HUHHIlLL. bearing date the .";IS day Df apr, I ,1985; that
the said teltatrix signed and acknowledged the paper writing
hereto annexed as and for her Last Will and Testament in their
presence; that at the time thereof the said testatrix wal of
sDund and disposing mind and memory and over the age of eighteen
years; that, at the request of the said testatrix, they signed
their names to said paper writing in the presence of the said
testatrix and in the presence of each other, as attesting
witnesses thereof; and that they are making this affidavit at the
request of the said testatrix to be offered in evidence when said
Last Will and Testament is presented for probate.
(Jj~~ri ,-~( f 'f~
'i1l~C'tl{L. 1/f~/JtJ1Jj_--"
/
Taken.
.(1" .c
My commissiDn expires:
subscribed and sworn to be fDre me this ::<511, day of
, 1985.
t ,,' -:7 /'1'/ /
". I
OrflCIAl S~AL
NOTARY PU8l1C
~ATE CF WEST \'lrfGlllIA
TIlO::'I", II. Fl.UHARTY
9" V.lqSlIcJI
S.lem. Vlosl VI13'n~ 26425
'It COlTlmIU,Oft e_plr.. Jun. 7. 19'21.
" - /', , -~,/ . __J. / /
."f~~;(~-Z./1{'
This instrument prepared by THOMAS A. BEDELL. Attorney at Law.
REV.l!1000''l1911
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R D
E E
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
D
E
C
E
D
E
N
T
CO~MONW[Al ftt or prNN~i'lVANIA
UEPAR'M[NTOrll[~ENU[
0['" ZIIOf.ol
HAnnI5UUnG_I'A 111;'11 OMI
UeC[DENT!j NAME IlA~i'. rln:i', AND MIUDl[ INI11Al)1l'UI' tJ"nl 'I'''CfIto M'P""" ....ord'
Hummoll \llnlfrod P.
SOCIAL SECUAI'Y NuunER
or nCIAl U',[ ow Y
15-1/~-3
~l . C)f,.()('Il'J
nAil
NU~ll[n
(:OU N h com
OAt [or Olnttl
REGISTER OF WILLS
3 Id.'eofde'lh
. Rl!mdlOOe' Rt!luln prlollo 12.1).821
5. rflde,.1 [11..1" T.. Retuln Rflqullfld
8. '01.1 Number of S.t" Oepo!l.ll Bouts
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
'4AJ,AE ClJMFlETE MAILING ACORESS
11. EIt!CUonlo I.. un(hu Sec 9113'A\
jAlf.ch Sch Ol
1R\lIN McKNIGHT &. HUGHES
TelEPHONE NUMBER
IR\lIN McKNIGHT &. HUGHES
60 West Pomfrot Stroet
Cartlsle, PA 17013
R
E
C
A
P
I
T
U
L
A
T
.
o
N
I. Real Eslale (Schedule AI
2. Slocks and Bonds (Schedule BI
3. Closely Held Corporation, Partnership or
Solo.Proprletorshlp
4. Mortgages & Noles Receivable (Schedule 0)
5. Cash, Bank Oeposlls & Mlscell.lneous Personal ProperTy
(Schedule EI
6. Joinlly Owned Property (Schedule F) (6)
7. Intor-Vivos Translers & Miscellanoous Non.Probate Property (7)
(Schedule G or LI
8. ", ",tal Gross Assets (total lines 1- 7)
9. Funeral Expenses & Administrative COSIS (Schedule H) (9)
10. Cebls 01 Cecedent. Mortgage liabilities. & liens (Schedule II (10)
11. Total Deducllonoltolal Lines 9 & 101
12. Net Value 01 Eo.ale (Line 8 mnusllne '11
13. Charitable and Governmental Bequests/See 9113 Trusls lor which an election to tax has not been
made (Schedu:o J)
14. Net Value Sub ect to Tar (Line '2 minus Lino '31
15. Amount of line 14 taxable at
tho spousal lax rale
See instructions P2 lor applicable %
16. Amount of L14 taxable a16% rate
17. Amount 01 l14 taxable al 15% rale
lB. Tar Due
19.
DAI[Or DUIll
U,I ,I
,l ~
07 OS 1'J%
SOCIAL !i[(:UHIIYNUMBEH
. ,
OFFICIAL USE ONLY
(B) 2,1.80,1,6
(11) 6 .195.96
(12) (3,715.50)
(13)
(14) <3,715.50)
(15) 0.00
(16) 0.00
(17) 0.00
(IB) 0.00
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH < <
~U:'L. .J
ER THAN REPRESENTATIVE
,
Under penalllesof perJUf)'.1 declare I II have~.aminf!d this r~lufn.lnchJdinq accompdnylng sch~dul~s.nd sl.tl!rTH!nts. and to Iheoost 01 my kno....ledqe and belief. Ills Irue.
COffect.nd complete. Oecl.,.lIon 01 repdter ofher than thepefsonalr~pleSl!ntatlVl! Is bas~d on .lImfolmation of 'hhlch pt~pal~r hn.ny kno'hledqe
SIGNAT RE OF PERSON RESPON lBlE fOR FlUNG RETURN Edw in L. Duncan
,
RR 6 Box 550
-.--..-----.--------.---------..----.-...-.--........
Clarksbur ,WV ~6301
IRWIN McKNIGHT & HUGHES
60 \lest Pomfret Street
....-..--..-....--...----..---....---.-..------..-...
arlls1e, PA 17013
X 1. Ouqilloll Return
4. Limlled Est.le
X 6. Decedenl Died Tt'stdle
lAII.ch copy of WIll,
D 9. l1ll9.UonPrOCl!fldS RKelved
2. !illpplenwtnf.IRt'turn
41. FlllUlelnttlltlsl Complomlse (d.te of de.th .1It11 12 12.821
7. Ot'c@denl M'lnl.11Mtd . living Tlusl
(AII.chcopyof Trllsli
D 10. SpoU!l.o1I Poverty Cr~dlt
(d.le 01 de.th bet'ht'l!n 12.31-91'nd 1. 1-951
o
(1)
(2)
(3)
None
None
None
(4)
(5)
None
None
2,/,80,1,6
None
6,150.00
1,5.96
x
o 0
<3,715.50 )
x
X
.06
.15
DATE
Form RE -
Decedent's Complete Address:
STREET ADDHESS
?.t. WholltCI01d Drlvo
CITY
CIld1s 10
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Ta. Duo (pago I Lino 181
2. CrodrtsiPaymonts
A. Spousal Povorty Crod,t
B. Prior Payments
C. Discount
(1)
0.00
Total Crod'ts ( A + B + C I (2)
0.00
3. Interest/Penalty" applicable
D.loterest
E. Penalty
..-
TOlallnterest/Penalty ( 0 + E) (3)
4. II line 2 is greater than line 1 + line 3. enter the dIfference This is the OVERPAYMENT.
Chock box on Pagol Line 19 to request a refund (4)
5. II line 1 + line 3 is g"ater than line 2. enter the d,fference. ThIS is the TAX DUE. (5)
A. Enter the interest on the ta. due. (SA)
B. Enter the total 01 Line S + SA This is the BALANCE DUE. (58)
Make Check Payable 10: REGISTER OF WILLS, AGENT
0.00
0.00
0.00
0.00
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a tran'ifer and:
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 01 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 an '"in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . .
4. Did the decedent own an individual retirement account. annuIty. or other non. probate property?
Ves No
~~
00
88
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P.S. Section 9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value 01 transfers to or for the use of the surviving spouse
from 6',', to 3',~ for dates 01 death on or after July 1. 1994 and belore January 1. 1995.
72 P.S. Section 9116 tal (1. 1) (iil provided for the reduction of the rate imposed on the net value of transfers to or for the use of the survIvIng spouse
hom 3',', to 0'1, for dates 01 death on or after January 1. 1995 The statute does not exempt a transfer to a surviVing spouse from tat. and the statutory
requirements for disclosure of assets and fIling a tax return are stili applicable even if the surviving spouse IS the only beneficiary.
FOR OATES OF DEATH ON OR AFTER JANUARY 1. 1995 - Please answer the following questIon by placing an -.- in the appropriate space.
Old Ihe decedent creale a trust or similar arrangemenl which Is sololy for the surviving spouse's benefit for his or her enUre lIIeUme?
vesD NoD
If you answered yes to the above question. the tax on the trust or simIlar arrangement IS postponed untIl the death of the second spouse at which time
It will be fully ta.able at the rate(s) apphcable to the remainder beneflclary{les). Enter the value of the trust on Schedule J Pari II. in order to remove It
from the calculation 01 the tax due in thiS estate. You may wish to lIIe Schedule 0 In order to make the electIon aVailable under SectIon 9113 If the
election is made. the trust or similar arrangement which beneMs the surviVIng spouse is tin:ed at the zero tax rate. and Ihe remainder is taxed atlhe
rate!s) applicable to the remainder benehciary{les). II you choose 10 make the election. you must attach Schedule 0 to a timely.I,led tax relurn. along
wilh Schodule{s) K and/or M in order to show the apponlonment 01 the trust or similar arrangoment between the survIVIng spouse and Ihe remaindor
REV.1S09EX I (I.t71
COMMONWEAltH OF PENNSYlVANIA
INHERlfANCE fAX RElURN
RESIDENf DrCEDENf
ESTATE OF
~Ifred P. Hummell
SCHEDULE F
JOINTL V-OWNED PROPERTY
551/ 233.96.""20
07/05/1996
FILE NUMBER
21.96.0609
If In "'lIt WI. mldl)olnt wllhln ani Y""' 01 thl docodont'. d.lo 01 dOllh, It mUlt bo roportod on Schodulo G.
SURVIVING JOINT TENANTlS) NAME
ADDRESS
2/, IIheatfleld Drive
Carlisle, PA 17013
RELATIONSHIP TO OECEOENT
daughter
A.
Betto J. Duncan
B.
c.
JOINTLY -OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY .1. OF DATE OF DEATH
ITEM FOR JOINT MAOE Include rwme of filWndlllnstltulion.OO ~nk DATE OF OEATH OECO.S VALUE OF
.ccount number or sirnil.r idenlilylng number. OECEOENT"SINTEREST
NUMBER TENANT JOINT AlllCh dHd for jointly- held 'ell.sllle. VALUE OF ASSET INTEREST
1 A 06/l0/93 Omega Bank . savings 3,669.12 50.00r. 1,83/,.56
account 1/015.174600
2 A 06/10/93 Omega Bank . checking 1,291.80 50.00r. 6If5.90
account #010365516
TOTAL (Also entel on line 6, Recapitulation) S 2,1,80.46
(If mole space is needed insert addItional sheels 01 the same size)
COP'Yrlght{c) 199610'm sollwlreonly CPSyslems, Inc.
FO'm REY-1509 EX IR... '.97)
REV-t5UEXt(1.91l
SCHEDULE J
BENEFICIARIES
CO......ONWEALTH OF PENNSYLVANIA
INHERIT At.;CE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
Wlnlfrod P. Hummoll
07 05 1996
SS/ 233-96."',20
NUMBER
I.
1
NAME AND ADDRESS OF PERSONIS) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS !includ. outright spous.1 dlStrlbullons)
Botto J. Duncan
24 Whoatflo1d Drlvo
Car1ls1D, PA 17013
RELATIONSHIP TO DECEDENT
Do Not Lilt Trull.ol.)
llnul\htor
FILE NUMBER
21-96.0609
AMOUNT OR SHARE
OF ESTATE
romalndor
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17. AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S 0.00
(II more space is needed. insert additional sheets 01 the same size)
Copyright (e) 1996 form software only CPSySlllrM.Inc:. Form REV-1513 EX (Rllv. 1-97)
LAST WILL AND TESTAHENT DF WINIPRED HUHHELL
WINIFRED HOHHELL, I or 220 Vlr.oot AVlnu",
Clark,burl. lIarrilon County, Wett Virginia, do mike, publl.h and
declare thi. my l.,t Will and Tllt.ment, hereby rlvakin, .11
tormer viii. hy .e at Iny time made.
[,
...
I direct that 111 my jUlt debts and funeral expen... be
paid or provided for II loon II practicable .fter my death.
11.
All e.tate and inheritance tlxe. or tran.fer or death
taxe. which .ay be I.....ed or impaled with relpect to my eltate
or any plrt thereof where.oever litu.ted, whether or not pa..ins
under thi, viii. inclUding the tlxable value of .11 poliei.. of
in.uranee on my lif.. and .11 trloeferl, power'f right., or
interelta includable in my .Itate for the purpo.e of luch tlxee,
,h.ll be paid out of my residuary eltate al an eXpenle of
administration and without apportionment and Ihall not be
prorated or charged against any of the other giftl in thil Will
or against property not pal.ing under thi. Will. My perianal
reprelentative i. authorized to .ell any real estate owned by me
at my death.
Ill.
I direct that any gift or tran.fer which I have made or
may hereafter make during my lifetime to any beneficiary under
-_'::_"'~~':~-~''';-~':''''-'
III~IFR~n 1!IIH~~I.L
STAT~ or WEST VIRCINIA,
COUNTY Dr HARRISON, TO-WIT.
Th i .
authority
rirlt duly
day per.onllly .ppeared
C'V,./ ';..r {~. W' and'I)(-II((nl_
.worn, did depoI' Ind ..y:
before the under. lined
111111,,)0, who, having been
That they .r~ the ..me per.on. Wild .ub.cribed their nlmel I'
witne'I.' to the ann..ad Lalt Will end Teltament of WINIFRED
nUMMELL, b..rlnK dati the ...1.1i- day of Opf"'d . 19051 that
the .Iid te.tatrix .ianed and Icknovl"d.ed the piper vriti".
hereto anne.ed II and for her L.lt Will and Te.tament in their
pr...nce; thlt .t the time thereof the ..~~ teatltrlx WI' of
'Guod and dilpolinR mind and memory and over the '18 of eiKhteun
yo.rt; that, .t the reque.t of the Rlid telt.tria, they ,lined
their nam.. to .Iid piper writ in. in the ~r...nce of the ..id
te.t.trix .nd in the prelence of elch other. '1 Itte.ting
witne..el thereof; .nd th.t they .re m.king thil .ffidavit It the
reque.t of the .aid ta.t.trix to be offered in evidence when .Iid
La.t Will and Test.ment i. pre.ented for probate.
(1):lW[ ,5;., fy
J
/j](,o{'("'f:'(L ,';"'1~-/~Jj_.i>"
/
Taken,
J...".f
I
lublcribed and
, 1985.
.worn to befor~ me this
;:!.!;1~dIY of
Hy commission expire.:
~ . H' '"1 /'?<;' /
':1'./ ).. /
'f-' ,--'
~....,.~ ----:.-
.. .i'
L, r- "..).......f~;,,'
NOTARY PUBL I C
, ,
~;'?
.'
~f)'" OUICl.ll.SIlL
~~~ ~" f '. NOT '.RV pueuc
." "".', \. ~ua cr lfIIur VIlt(;,1l1l4
~.~. ;i.:. . " T1!O'.~1.S II f:.UO....RIY
,~. ,I ~J "VIIC,~I.ul
.."..;;.~I Sllelll.'tI"I~........16U'
::~ ...,tooo_.._r...,"J.....'.IMI
This lnltrument prepared by THOMAS A. BEDELL, Attorney It Law.
1004 0012
2094 Y
@ Q.~_~~J~A~~
'0.101291 Slale College. rA 1610..029.
STATEMENT OF ACCOUNTS
Ot056SS16
STATEMENT PERIOO
FROM THROUGH
6-10-96
PAGE
7-08-96 0
OF 2
WINIFRED P HUMMELL
BEYTE JEAII DUNCAN
14S3 WILLOWBROOK DR
BOALSBURG PA 168"
3 ENCLOSURES
o
PREVIOUS
STATEMENT BALANCE
I,SIS.45
DEPOSITS/
CREDITS 3
1,295.59
CHECKS/
DEBITS 3
1,519.17
ACCOUNT. Ot036SSt6
SERVIUE.
FEES
.00
ENOING
BAL~NCE
1,29t.87
INTEREST CHECKING GOLDEN CHOICE
.
INTEREST PAID THIS YEAR
ACCOUNT/INTEREST INFORMATION
7.40 FED TAX WITHHELD THIS YEAR
.00
OEPOSITS/ CHECKS/
DATE ACTIVITY DESCRIPTION REFERENCE CREDITS DEBITS
06-10 BEGINNING BALANCE
07-01 DEPOSIT 00110004111 576.76
07-02 CHECK 264 00110500171 106.79
07-03 US TREASURY 303 717.00
SOC SEC 070396
1140942780 SSA
07-03 CHECK 262 ODll0206H7 212.38
07-03 CHECK 263 DOII0303620 t,200.00
07-08 INTEREST CREOIT 1. 83
07-08 EtlDING BALANCE
BAL~NCE
I, 51S. 45
2,092.21
1,985.42
1,290.04
1,291.S7
1,291. 87-
CHECK SUMMARY
. INDICATES SKIP IN CHECK NUMBERS
CHECK NO
262
263
TOTAL NUMBER OF CHECKS
AMOUNT
212.38
1,200.00
3
CHECK NO
264
TOTAL AMOUNT OF CHECKS
AMOUNT
106.79
t,SI9.17
...
ANNUAL PERCENTAGE YIELD EARNED OISC~OSURE FROM
ANNUAL PERCENTAGE YIELD EARNED
AVERAGE DAILY COLLECTED BALANCE
INTEREST EARNED
6-10-96 THROUGH
1.S5X
1,499.61
1. B3
7-08-96
n.
SERVICE FEE BALANCE INFORMATION
AVERAGE LEDGER BALANCE
MINIMUM LEDGER BALANCE
FROM 6-10-96 THROUGH 7-08-96
1,504.90 AVERAGE COLLECTED BALANCE
1,290.04 MINIMUM COLLECTED BALANCE
t, 499. 61
t,290.04
...................................................................................
OIRECT CMEGA DANK
INOUIRIES TO. 117 S ALLEN ST
STATE COLLEGE PA 16801-4752
Please 818m!ne this statomentst once. II no error Is ropot1od In ten days the account WIll bo COMidoroo corroct see REVERSE SlOE
.----.--
1004 0012
2095 Y
1:\ OMEGA BANK
~ ....__Q<IetII_c__.. _IOC
'.0.'" 291 Ilat. Co_.'A 16104.0291
ST.TEMENT OF .CCOUNTS
010865516
STATEMENT PERIOD
FROM THROUGH
6-10-96 7-08-96 0
PAGE 2 OF 2
WINIFREO P HUMMELL
BETTE JEAII OUNCAN
1453 WILLDWBROOK DR
BOAL5BURG PA 16827
3 ENCLOSURES
..-
STATEMENT SAVINGS
^~r"IINT ~O. ~l~_l,'~nn
FQOM 6-07-96 THROUGH 7-07-96
4,155.90
3,666.87
PREVIOUS STATEMENT BALANCE
ENDING BALANCE THIS ST A TE~IEIIT
DATE ACTIVITY DESCRIPTION
06-07 BEGINNING BALANCE
G6-30 INTEREST CREOIT
07-01
...
BALANCE
4,155.90
4,166.87
3,666.87
3,666.87-
CREDITS
DEBITS
to.97
500.00
WITHDRAWAL
E~IOING BALANCE
ANNUAL PERCENTAGE YIEI.D EARNEO OISC'.OSURE FRO~I
ANNUAL PERCENTAGE YIELD EARNED
AVERAGE DAILY COLLECTED BALANCE
INTEREST EARNED
6-07-96 THROUGH
2.27X
4,046.53
7.71
7-07-96 ...
. . COUNT ON A GRE.T R.TE . .
HOME EQUITY INSTALLMENT LOANS
AS LOW AS 8.50X APR
SEE US FOR FULL DET.ILS .ND...
COUNT ON EXCELLENCE FROM YOUR
HOMETOWN BANK.
~\,
.~l,,"i\
. ,Y. c; 1
~'1
DIRECT OMEGA BAlIK
INQUIRIES TO. 117 S ALLEN ST
STATE COLLEGE PA 16801-4752
Pl.... ..amln.lhls Slal.menl al onca.1I no ...or IS repot1ed In '.n days tl18 accounl win be considered corr.ct SEE REVERSE SIDE
"':"'I'",~~~-r'_","",,",,",..,...'n"'I"'I.~~"t'nlIifl'~:"""U~~l"_'.~lr.(';':,&.II:'C1'ItW.""'~~I__-...-"'.
o
{1l....n.."I..' III UI III~H\'I~.HI"
IllI'llll"'NI III IIIVIHI"
Iltlll'U 1)1 IHlIlVllJllll "~I'i
DIP'. lIhUl
ItAwNtuuwll, I'" 1/111 hDl
I
..~~ L tjt~B.f,;:,':,':
FILE
ACN
DATE
NO.21 96-0609
96138847
09-07-96
BETTE J DutlCAN
1453 WILLOWBROOK
BOALS BURG
I"
.,
DR Cl.~
PA 16827
TYPE OF ACCOUNT
EST. OF WINIFRED P HUMMELL 0 SAVINGS
5.5. NO. 233-96-4420 [XJ CHECKING
.' ;DATE OF DEATH 07-05-96 0 TRUST
.COUNTY CUMBERLAtm 0 CERTIF.
REMIT PAYMENT AND FORMS TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Ot1EGA BANK hIlS provided the Caputtllllnt wlth the Inforoation Iht.d below which hal b.an uud In cnlculatJng the
pot.nUal tax due. Tholr rllcordl indlcato thlJt at the d.,Ilh of the above decad.nt, you war. ... Jotnt own.r/ban.flc1ary of this account.
If yoU ,..I this inforoation Is incorrect, plene obtain wrltton corr.cUon fro. the fln.nctal tnstltution, attach a copy to this for"
end r.turn It to the above addr.s.. Thl. account I. ta_ablo In accordanca with th. Inharltanca 'II_ law. of the Coa.onwll3lth of Pannsylvania.
Qua.tionl ..y b. answorad by calling (1111 787.SlZ7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 10365516 Dat. 06-10-93
Established
Account Balance
p.,.cent Tauble
Amount Subject to
Tax Rate
Potential TaK Due
x
1.291.80
50.000
645.90
.15
96.89
To inlur. proper cradlt to your account, two
(~l caples of this notlca QUst acco.pany your
pay.ant to tha Ragistar of Wills. Hak. chack
pay.~I., to: -R.gIst.r of Wills, Ag.nt-.
x
HOT[: If ta_ pay~ants'ar. aad. within thr.o
11) aonthl of the dacedant's dat. of daath,
you aay daduct a SZ discount of tho tax due.
Any inharltanc. tax due wlll bacoae delinquent
nlna (91 aonths aft.r th. date of d.ath.
Tax
PART TAXPAYER RESPONSE
COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
A. 0 The .bov. inforaation and tax due Is correct.
1. You .ay choose to realt pay~ent to the Ragistar of Wills with two cop i., of this notlca to obtain
a discount or avoid inter.st, or you ..y chock box -A- and rotur" this notice to the Raglster of
Wllls and an officl.l .,s.ss..nt will bo Issu.d by the P" Cepartaent of Ravenua.
[CHECK ]
ONE
BLOCK
ONLY
B. 0 The above asset hI' baan or will be roport.d and tax paid with the Pennsylvania Inharltanco T.x r.turn
to be filod by tha decadent', roprelontatlve.
c. [lg The above infor.atlon Is Incorr.ct and/or dabt. and daductlons wara paid by you.
You OUlt coapleto PART 0 and/or PART ~ bolow.' .
If you indicate 8 diffe,.ent tax rata, pleas. state your
ral.tionshlp to dec.dent: DAUGHTER
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
PART
~
TA^.RETURN . COHFUTAT.ON
LINE I. D.t. Establlsh.d
2. Account Balance
3. Percent Taxable
4. A~ount Subject to Tax
S. D.bts and Deductions
b. AMount Taxable
7. Tax Rate
8. Tax Due
Or TAX ON JOIi1j,jRUSj :'CCCUr~iS
PART
~
DATE PAID
7/11/9ft
7/11/9ft
I
2 1.291.80
3 x ~O
4 64~.90
5 -1.074.00
6 -0-
7 x .06
8 -0-
DEBTS AND
DEDUCTIONS
FAil
I
2
3
4
5
6
7
8
CLAIMED
PAYEE
IWOOnT.A\lN r.FMR'1'ARY
IHOFFMAN ROTH FUN
I
I
DESCRIPT.ION
AMOUNT PAID'
HOME
I
I
I
I
TDTAL
CEnter on Line 5 of Tax Computation)
I ~ .:; 5n nn
I ~.:; nlt,R nn
I
I
$
r.RAVF nPFWTWr.
FUNERAl.
of perjury, I declare that the facts I
my knowledge and belief.
HOME (
WORK (
ELEPHOUE
C0f4f40N"EAL TH OF PENNsnrl L E
DEPARTHEHT OF R(VENUE
,BUREAU OF INDIVIDUAL TA
ocr'. :80601
UARRISIIURG, PA 171ze-0601
c_
INFORMATION NOTICE
AND
TAXPAYER. RESPONSE
FILE
ACN
DATE
NO. 21 96-0609
96138846
09-07-96
1I1-lhl u." 11.'\1
EST. OF WINIFRED P HUMMELL
5.5. NO. 233-96-4420
DATE OF DEATH 07-05-96
. ~ COUNTY CUMBERLAND
TYPE OF ACCOUNT
[Xl SAVINGS
o CHECKING
o TRUST
o CERTIF .
,.
BETTE J DUNCAN
1453 WILLOWBROOK
BOALSBURG
DR .~ .
PA 16827:
REMIT PAYMENT AND FORMS TD,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
OMEGA BANK has provided tha DopartDent with tha InforaaUon listed below which has been used In calculating tha
potential taM due. Th.lr r.cords Indlc3te that at the de~th of the above decedent, you wera a Joint owner/beneficiary of this account.
If you f.al thl. Information I. Incorrect, pl.ase obtain written correction fro~ tha financial Institution. Bttach a copy to this (or~
~"~ "eturn It to the aha",. ad~".s.. 'hi. Account Is ta.Rble in accordance with the Inherltanca Ta. laws of tho Com.onwealth of Pennsylvania.
Qua.tlon. .ay be Bn.wared by call1n; (717) 7al-a3Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 15-174600 Data 06-10-93
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rat.
Potential Tax Due
K
3.669.12
50.000
1,834.56
.15
275.18
TAXPAYER RESPONSE
RESULT IN AN OFFICIAL TAX ASSESSMENT- BASED ON THIS NOTICE
To Insure proper cr.dlt to your account. two
(:) COP his of this notlco IllUst DccolIIDDny your
pDyment to the Register of wills. Mak. ch.Ck
PDyable, to: "Roglstlu' of Wills. Agent".
K
HOTE: If tax paYlllentS'Dre made within thre.
(3) .onths of the decedent's dato of death.
yOU may d.duct a 5% discount of tho ta. du..
Any inheritance tax due will becone delinquent
nln. (OJ) oonths after the date of death.
Tax
PART
[Ii
FAILURE TO RESPOND WILL
[CHECK ]
ONE
BLOCK
ONLY
A. c=J The Bbove Information and tax due Is correct.
1. You aay choose to remit pay.ont to the Register of Wills with two copi.s o( thIs notice to cbtuin
a discount Dr avoid jnterest, or yOU oay check box "A" and return this notice to the Register of
Wills and an official assessmont will be Issuod by tho PA Oepart..nt of Rovenue.
PART
~
TAX
LINE
If you indicate a different tax rate~ please state your
relationship to decedent: D^IJGnTF.1!
RETURN - COHPUTAT.ON
1. Date Established
2. Account Balance
3. Percent Taxable
4, Anount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rat.
8. Tax DU8
!. [:j The above asset has been Dr will bo reported and tax paid with the Pennsylvania Inheritance Tax roturn
to be filed by tho decedent's reprosentative.
C. ~ The abovo InforaatJon Js Incorrect and/o~ debts and deductions w~~e paid by you.
You oust complete PART 0 and/or PART ~ bDlow.. .
TAX Oi; JOi:A.,ii\U3i ACCOUNTS
OFFICIAL USE OIlLY 0 AAF
PA DEPARTMENT OF REVEIIUE
0;:
1
2 1.669.12
3 K ~O
4--LBJ/..%
s - 2.~24.00
6 -0-
7 K .06
8 -0-
PART
~
DATE PAID
7/6196
DEBTS AND DEDUCTIONS
fAil
1
2
3
4
5
6
7
8
CLAIMED
HOME I FUNERAl.
I
I
I
TOTAL CEnter on line 5 of Tax Co~putation)
Under penalties of perjury, I declare that the facts I
conplet. to the best of my knowledge and belief.
i-T~?Sft~AT~
PAYEE
I HOFFMAN ROT\! FUN.
I
I
I
DESCRIPTION
AMOUNT PAID.
I $5.0/.8.00
I
I
I
$
and
HOME
Ul""IlNWI AI III 01 I'I NNSYI VANIA
IlII'ANI"IN' lit' N(VIHUI
IUIIIIAU IIr INDIVIDUAL TAXIS
III I" , ,-10,*01
IIA"'NISlIlINC. 11,1, lIt:a.ObOI
BETTE J DUNCAN
1453 WILLOWBROOK
BOALSBURG
*1
I
'h.:~~11I .If' 1/-'\1 I
. - .;
l' ,-- I".' )
- ~.
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
t
-
I FILE NO. 21 96-0609
I ACN 96138847
i DATE 09-07-96
TYPE OF ACCOUNT
o SAVINGS
[X] CHECKING
o TRUST
o CERTIF .
EST. OF WINIFRED P HUMMELL
5.5. NO. 233-96-4420
DATE OF OEATH 07-05-96
COUNTY CUMBERLAND
(
D~'
PA. 16827
REMII PAYMENT AND FORMS TD:
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
OMEGA BANK hits prol/lded the Departlllent with the Infor""tlon I istud below which hItS bUlln usud In calculating the
potllntlnl tnll due. Their records Indicate thilt ill tha dllath I)f tha ..bol/a declldllnt, YOU wera fI joint ownllr/beneflclnry of this account_
If YOU fe.1 this Infor."tlon Is Incorract, plllose obtAin written correction fro. thu flnnnclal Institution, attach n copy to this forlll
.lnd rlllurn It to tha abol/e Itddrau. This nccount is t,..nblll In accordltnCe with thu Inherltancll Tax Laws of thll COIII.onwlllllth of Pllnnsyll/anlll.
Qu.stlons IIII1Y bll IIn,wllrlld by clllllng 17171 181-8327.
COMPLETE PART 1 BELOW
Account No. 10365516
Account Balance
Perc.nt Taxable
Anount Subject to Tax
T.x R.t.
Pot.nti.l Tax Due
PART
~
II II II SEE
REVERSE SIDE FOR
06-10-93
FILING AND PAYMENT INSTRUCTIONS
Oat.
Established
To insurll propur crudlt to your account, two
(2) coplus of this notJcu nust acco_pnny your
paylllllnt to the Reglstur of Wills. Maka chuck
payablu, to: "Reglstllr of Wills, Agunt".
x
1, 291. 80
50.000
645.90
.15
96.89
NOTE: If tax pay_ents_arll _ada within throll
(3) "onths of thll dac.dllnt's dlltu of death,
you lIIay dllduct " S~ dl~count of the tax dua.
Any Inherltanca tax dUll will bllco.a dalinquant
nlna (ql "onths aftar the dato of death.
x
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
[CHECK ]
ONE
BLOCK
ONLY
A. c=J Tha "bova Infor.atlon nnd taM due is correct.
I. You .ay choosa to roelt pay.ent 10 the RlIulstar of Wills with two copJas of this notlca to obtain
a discount or avoid Interllst, or you _ay chack bOM "A" and raturn this notlco to the Raglstor of
Wills nnd an offlclnl assoss_ent will ba Issulld by ths PA Depart_ent of Revenue.
B. c=J Thll nbol/lI nssat has been or will bo reportad nnd t8M paid with tha Pennsyll/anla Inhllrltance Tall raturn
to be flllld by tha dacadent.s raprosentatlvlI.
C. ~ The abol/e Infor~8tlon Is Incorrllct and/or debts and daductlons Wllra paid by you.
You _ust co.plate PARI ~ nnd/or PART ~ balow.
If you indicate 8 different tax rate, ple.se state your
..htion.hlp to doc.d.nt: .DAUGUn:R
I r.RAVJo'" nPFNTNr.
1l0MF I mN~'R^1.
I
I
TOTAL IEnter on Line 5 of Tax ConputationJ
Under pen.lti.. of perjury, I decl.r. that the facts I
conplete to the best of ny knowl.dge and beUef. HOME
4A~~.e~~:~~
PART
~
TAX
LINE
RETURN - COMPUTATION
1. Oat. Established
2. Account aalance
3. Percent Taxable
4. Anount Subject to Tax
S. Debts and Deductions
b. Anount Taxable
7. Tax Rate
8. Tax Due
PART
I!l
DATE PAID
7/II/Cj(,
7/11/%
PAVEE
IWOOOl.^WN r.~:MFT^RV
IlIm'FM^N Rom mN
I
I
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
OF TAX ON JOIj;i"i~;'::Ji A:cour~iS f;.n
1
2
3
4
5
6
7
8
1,291.80
x ~O
64~.90
-1.074.00
-O-
x .06
-0-
DEBTS AND DEDUCTIONS
1
2
3
4
5
6
7
8
CLAIMED
DESCRIPTION
AMOUNT PAID.
I : ~~; n~
I r~ .jR ..n
I .
I
$
and
.
COHHOHW[AL Ht 01 1'1 H"SVI VANIA
DLlIARIHlHT Of N(VINU[
BUR(AU Of INDIVIDUAL IAlCI S
DlP" :aDbDl
IlAURISBURG. PA 1111a-O&01
FILE NO. 21 96-0609
ACN 961388ft6
DATE 09-07-96
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
EST. or WINIFRED P HUMMELL
5.S. NO. 233-96-4420
DATE or DEATH 07-05-96
COUNTY CUMBERLAND
TYPE OF ACCOUNT
IX] SAVINGS
o CNECKING
o TRUST
o CERTIF.
BETTE J DUNCAN
1453 WILLOWBROOK
BOALSBURG
REHIT PAYHENT AND FORHS TD.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
(',
DR ..' .
PA 16827
OMEGA BANK hal ,..rovid.d tho OQPllrtltUlnt with Ih. inlor.aUan llshd billow which hils bun usod In calculating tho
potential tax dUll. Th.l,. records JOdle"t. that ilt tho dOllth of thll nbovo dllcodont, YOU wore n Joint own.r/benoflclary of this neeDunt.
If YOU f..l this Infor.ation i. Incorroct. plellle obtain wrltt.n correction frog tho finllnclal InstJtutlon. nttach II copy to thII for.
Anti ,.,.tllrn It tn tho IIho". ,.tid,...". Thl" "ccnu"' h 11I1I"bl_ In IIccordllnco with tho fnhorltanC8 Inx IIIWI of tho Co..onwlIlIlth of Pllnnsylvnnla.
OUII,tlon' .ay be anlwerlld by calling 11111 /87-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 15-174600 Data 06-10-93
Est&bUshed
Account aalance
Percent Taxable
Aftount Subject to
Tax Rat.
Potential Tax Due
To Insure propllr crlldlt 10 your account, two
IZI cop Ills of thl, notice .Ult acco.pany your
paY.llnt to th. Rllgistllr of Wills. Haka chllck
payablll.to: "RlIgist.r of Will., Agllnt".
PART
[!]
3,669.12
50.000
1,834.56
.15
275.18
TAXPAYER RESPONSE
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSNENT BASED ON TMIS NOTICE
x
Ta.
NQTE: If tax paY.llnt,'erll _adll within thrll.
(3) .onthl of tho dllclldllnt.s datil of dllath,
you .ay deduct n S~ discount of thll tax dUll.
Any Inh.rltanclI tax dUll will bIlCO.II dllllnqullnt
nino (9) _onths aflllr tho datil of dllath.
x
[CHECK ]
ONE
BLOCK
ONLY
A. ~ Thll abov. Infor.atlon and tnx dUll Is corrllct.
1. You nay chaos. to re.lt pay..nt to thll Rllglstllr of Will. with two copllll of this notlclI to obtain
n discount or avoid Inlerll.t, or you .ay chllck bOM "A" and rllturn this notlclI to thll RIIQlstllr of
will. and an official as'II"lIl1nt will bll Issulld by thll PA Dapart.llnt of Ravllnua.
a. c=J The abovlI a.sat has baan or will be raported and tnM paid with the Pennsylvania Inherltence Tex rllturn
to be fllad by thll decedent's reprllsentetlvlI.
C. ~ The Dbov. Infor_atlon Is Incorrllct nnd/or dllbt. and deductions wllr. paid by you.
You IIUlt co.pletll PART ~ and/or PART ~ below. .
If you indicate a different tax rate~ pl..se st.te YOUr
.olatlonshlp to dacodont: DAUGIITE
PART
~
TAX KEiUKN - COMPUTATiOn
LINE 1. Oato Establishod
2. Account Balanc.
3. Percent Taxabl.
4. Anount Subject to Tax
S. Debts and Deductions
6. Amount Taxabl.
7. Tax Rat.
8. Tax Due
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
OF
1
2 1.669.12
3 X ~O
4---L814.~6
5 2.~24.00
6 -0-
7 X .06
8 -0-
DEBTS
TAX 01; JOIi;;;TKU3T ACCOUNTS
FAil
1
2
3
4
5
6
7
8
CLAIMED
PART
~
DATE PAID
7/6/96
AND DEDUCTIONS
PAYEE
I HOFFMAN ROTH FUN.
I
DESCRIPTION
FUN~:RAt.
AMOUNT
I $5 .048.00
I
i
I
,
PAID'
nOME
I
TOTAL (Entar on Line 5 of Tax Conput.tion)
Under penalties of perjury, I declar. that the facts I
conplet. to the be.t of ny knowledge and belief.
ir~?S~NAfWt(
'pII,.,n'IU .q ,'M '......lul l.uol\lPpe 'UIlDH
~, uo ~~. .,.p uol"'~o' ,......'ul ~, ....". .pe. " ,ut.A.d '1 .,ug.......~, '0 .,.p ~, puoAGQ
.A.p 1\11 ue'UIJ 0' uo1\'IMlu ,......'ut US ,:I.U.... 111" ,uenbul1'P ...onq u, ~l ....U. plnlll "nON AUW."
IOLJVJ 113K31NI A1IVO x lN3nbNl130 lAva JD H38wnN x alVdNn XVI JO 3~NV1V8 . 113K31NI
IUDDD' X. "61.Ij661
l6UU' X[ "661..'661
nlODC' X. l661
UUDD' 1.11 1661..VltI
i"'DDD' X. lVltl
"OllMJ ,..".,ut "11'0 "'11 '......'ul ".."
lI.-Gll0'
"llDU'
'UUO'
UUOD'
."'000'
1IIJlj000'
.. P"'ln'I" '1
UI
m
7,11
7,91
7,0l
,''''''UJ..
"61
\"1
"161
n61
''''
-
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:';(,
IlK') UNt\J]U
tlN3WA'd
I],UON
jQ ]SOdamd
PIJIlPOSl Of
NOTICE I
PAMMTr
REFUHD ltA h
( ~ ( ,
To fulfill the r.qulr..."b of Section ZIU 0' the IntMll"'1tanu and Est.t. 18. Act, Act 22 0' 1991. (72 P.S.
Section ZUG).
Det~h the top portion af thl. Notice and .~lt with your pay.."t to the A..llta.. of WIlli printed on the
1"'1"'11"". dde.
... Hak. check or .oney order payable tal REGISTER OF WILLS, A!:EMf.
All p.~."t. received ,hall flr.t b. applied to any Int.r..t which ..y ba due, with any ra..lnd... applied to the tax.
A refund 0' . tax cradlt, whIch wa. not raqu..tad on the tax return, ..y ba ..aqu..tad by co~l.tlng an ~Appl1c.tlon
for R.fund of P~lylv."l. Inherltenca and Eatat. Ta.~ (REV-IllS). Appllcatlona a..a avallabl. at the OffiCI of
the Ragl.ta.. of Will., any of the 23 Rav.nue DistrIct Dfflc.. or by calling thl IPlela. Z4-hour anlwl..lng ..rvlcl
~r. for for.' ordering I In Penn,vlvanla l-aOO-362-2050, outsld. P.nnsYlvanla and within local
H.rrlsburg .r.a (7171 717-a094, TDO' (7171 77Z-2252 (H.arlng I.p.lr.d Only).
OBJECTIONS, Any p.rty In Int.r.st not .atlsfl.d with the apprals..ent, allowAnc. or dls.llowanc. 0' d.ductlons or ass.ss..nt
0' t.. (Includlna discount or Int.r.stl as shown on this Hotlc. .ay obJ.ct within .Ixty (601 days of r.c.lpt of
thl. Hotlce by,
--written prot..t to the PA Dapart.ant of R.v.nue, Board of App..l., D.pt. 281021, Harrisburg, PA 17128-1021, OR
--al.ctlna to hava thli .attar datar.ln.d at the aucUt 0' the account 0' the parsonal rapr...ntatlva, OR
--appeal to the Orphans" Court
'OftIN-
ISTRATlVE
CORRECTIONS!
DISCOUNT,
PEHALTYI
INTEREST,
factual arror. dlscovarad on thl. as..s..ent should b. addr.ss.d In writing to: PA D.parta.nt of Rav.nu.,
Bur.au of Individual Te..., ATTN: Po.t 's...s.ent Ravl.w Unit, DEPT. Z10601, HarriSburg, PA 17128-0601
Phona (717) 787-6505. S.e pege 5 of the bookl.t "In.tructlon. for Inh.rltanc. Ta. R.turn for a R.sld.nt
D.cadent" (REV-1501) for an ..planatlon of adalnlstretlvely correctable .rror..
If any ta. due Is paid within three (ll cal.ndar aonths aftar the d.c.dent.s d.ath, e flv. parcent (5X)
discount of the ta. paid Is ellowed.
The 15X ta. .ane.ty non-participation panalty Is coaputed on the total of the ta. and Inter.st e.sels.d, and not
p.ld ~for. January .1, .996, the 'Irst day .,t.r tha end of the t.. aana.ty p.rlod. Thl. non-p.rtlclpatlon
penalty I. appealabl. In the .... .ann.r and In the the .... tie. p.rlod .. you would .pp.al the t.. and Int.r..t
that h.. b.an .......d .. Indlc.t.d on thl. notlc..
Int.r..t I. charged beginning with 'Ir.t day 0' d.llnquency, or nlna (9) .onth. and one (1) day
'roe the date of d..th, to the data a' pay.ent. Te... whiCh beca.. d.lInqu.nt ba'or. January., .982
b.er Int.r..t at the rat. a' .1. (6XI p.rc.nt p.r a"nuB calculat.d at a dally rat. of .000164.
All ta.a. Mhlch baca.. d.llnqu.nt on or a't.r January:, 198Z will b..r Int.r..t at a rata which will vary 'ro.
calend.r y.ar to calendar yaar with that r.t. announc.d by the PA aap.rt.ant 0' R.vanua. Th. appliCable
Intere.t r.t.. 'or .982 through 1996 er.:
Vaar Int.r..t Rat. D.lly Int.r..t Factor Va.r Int.r..t R.t. Dally Int.r..t Factor
1982 202 .000548 1917 .2 .000247
1.1S 162 .000431 1918-1991 11:C .DDOlD.
.9" 112 .OOOSDI 1992 .2 .000247
.985 U:C .OOOS56 1993-199lt ]X .000192
1.16 102 .oa0l7,. 1995-199' .2 .000247
--Int.ra.t I. calculated .. fol1owlI
INTEREST = BALANCE OF TAX UNPAID X NU"SER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. 11.~d .ft.r the ta. bacoa.. d.llnquent will r.,lact an Int.r..t calcul.tlon to fl,t.an (15) day.
beyond the data of the ......-.nt. If P.vaant I. aade a,t.r the Int.r..t coaputatlon data ahown on the
Hotlc., additional Int.r..t ~.t b. calculatad.
r" II} ~
;-_ / -r, )
_~ . I' .~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES
.teIERlTAHCE TAX DIVISION
DrPT. :aD601
HARAISIURC, PA 171ta-0601
NDTICE Dr INHERITANCE TAX
APPRAISEHENT, ALLDWANCE DR DISALLDWANCE
Dr DEDUCTIDHS AND ASSESSHENT Dr TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
08-16-1999
HUMMEL L
07-05-1996
21 96-0609
CUMBERLAND
101
JAMES D HUGHES ESQ
IRWIN MCKNIGHT 8 HUGHES
60 W POMFRET ST
CARLISLE PA 17013
..aunt H..Uted
, (-
*
.el.IMI",,, In.,''
WINIFRED
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA l7013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v=is47-EX-"FP-fiiFij;Y"iiijficniF-YNHEiiii'ANCini\iriiPPRiiisEiiEiiT~--"i:.LOiiAifcE-irR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HUMMELL WINIFRED FILE NO. 21 96-0609 ACN lOI DATE 08-16-1999
If an assessment was issued previoUSlY, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. ~ount of Line 14 at Spousal rata (151
16. ~ount of Line 14 taxabla at Lineal/Class A rat. (161
17. A.ount of line 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHEHT
DATE
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estata (Schedula A I
2. Stocks and Bonds CSchedula BI
3. Closaly Kald Stock/Partnership Intarest (Schadul. CI
4. HortgageslNot.. ReceIvable (Schedule D)
5. CashlBank DapasitslHlsc. Personal Property (Schedule E)
6. Jointly Dwnad Pro..rty (Schedula FI
7. Transfers (Schedule G)
8. Tot.l Assat.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EXPenses/Ada. Cost.lHlsc. ExPenses (Schedule H)
10. DebtsIHortgaga Liabiliti.s/Lians (Schedula II
11. Total Deductions
12. Hat Val... of Tax R.tum
13. Charitable/Govern-ant.l Bequests; Non-elected 9113 Trusts
14. Hat V.lue of Estat. Subjact to Tax
NOTE:
RECEIPT
NUHBER
DISCDUHT Ctl
IHTEREST/PEN PAID (-I
I CHANGED
III
121
(31
(41
(51
(61
(71
.00
.00
.00
.00
.00
2.480.46
.00
(81
NOTE: To insu,-. proper
credit to your account,
sut>ait the upp.r portion
of this fonn with your
tax P8Y11ent.
2,480.46
6 .19~ 96
3,715.50-
.00
3,715.50-
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATIDN DF ADDITIDHAL INTEREST.
I IF TDTAL DUE IS LESS THAN $1, ND PAYHEHT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRH FDR INSTRUCTIONS. I
(91
1101
6,150.00
45.96
(Ill
(121
1131
ll41
(Sch.dula JI
.00 X' 00=
.00 x' 06=
.00 X .1S"
ll81
AHDUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE