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PETITION FOI~ PHonATE null (jHANT OF u:'I"nms
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No.
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l:\fllll' of llculricc L. Russell
al.w J.."rHrll a.\
Ill'~i'ICI III Wilh 10' Ihc
{'IllllllY III ClInbcrlnrvl_ ill Ihc
('ollll1lollwcalth of PCIUI\yh'i1nia
Jill' Pl,titil1U 1.1' the lIlUll'l,i~lIl'd n....pl,~lIl1l1y Il'Pll"l'lIt\ Ihal:
Your 11l,titiolll.'I(\), \\'ho I\/arl' IX p..'a' , of altc HI llldcr illl Ihe L'\c~uLor!i___
illlhc la,1 willllllhc ahll\c lll-n'dclll. dalcd _ ^priL3,________
a",\ mdkill ,) dalcd ___ NoveII1bcr__7_,1989__ _m -------------------
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_ _ d ~C.~J<!.NT-- \3,..."tv.C:L- _1-.:t2.,'-~ul__~_()C.i....!j,_Ifj.&7
1~lalc rdl'\;!1I1 dl~.lllll".lIh:~.'. l'.~. Il'I\IIlh.:iaIlUII, dl';I1h III c\l'~lIlm. l't!;.1
. nlllllcd
. 19-1979
IlccclIdelll \"" dllmicilcd al dealh ill _~_Cumberland Cllllllly, Pennsylvania. wilh
h_ ec__ la" 1:1l1li1}: or principal rc,idenec aI __66__S_t9Dy....Lane.,..N.ewburg, PA 17240
________HDjlEWr:..~I._T.H,je .
(Ii,' ,11l.'ct,lllllllhcr i1mll1ltllldp,llilY)
Ilccel\lll-nl. Ihen __11____ y,ar, of age. died .......AugusL6, .19 96
a1_ _l-Ier_shE;Y..11edic<lU:ente-r
Excepl '" follows, decedelll did lIotmarr)'. wa' nol di\'orccd alld did 1101 ha\'e a child born or adopt cd
ithcr cxeelllillll of the willllffc.cd for probale; wa' lIot the vlclim of a killing IlIld wa' nc\'cr adjudicatcd
ilh.:ompl'tcnt: ______
lJc<Clldent al death owned property wilh c'lim,"ed \'alucs '" follow"
(If domiciled in I'a.) All pel\onal property
(If 1101 domlcilcd in I'a.) Per\llllal property ill I'cnn'ylvitniit
(If IIllt domiciled ill Pit.) I'el\nnal propcrty in CoUn11'
Value or real c~talc in Pcnll\ylvania
silllaled '" follow" __~m~-~!l::>-u,,;.u-_\"-~f I
o " IV .'0.. 'tsL\,)-ovu.a-
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WHEREFORE. pCliliollcr(s) lC,peclfully rcqucsl(,) the prohale of Ihc last will and codicil(s)
pre,"ntcd hercwilh alld Ihe grat1l of lellcr,_-Testarnentary
111,."'lilIllClllaf)'; aJll1ini'lr:llillll ,:.I.il,; admini\lralion d.b.n.c.t.a,}
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OATH OF PlmSONAL REPlmSENTATIVE
C0!\1!\10NWEAI.T11 OF I'ENNSYLVANIA I '8
COUNTY OF _ ClJ?1berland f :s.
-I hc pe:ilint:cl(') ahove-nall1cd -\\earh) III affirll1!') Ihat thc 'lalell1enl' in Ihc forcgoing pctition arc
(rue and \"llrll.~t wlhe he...t of liar ~!lOwlcdgc allll belief ur pClilioncr(!\) and that as pcrsomll rcprc!\cn~
talin:(..) of the abo\'e Ul,,''':Cdl'ut pL'lilbncr(s) will \\'\.'11 allll truly admini...tcr the estate according to Ii.tw.
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1'f(al%l:LL/~71'tt/,/).n'i.Il1L
l:ai:y c. Lewis _d;JlU(,~;.\f('r
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WARNING: It Is IIlegnllo dupllcalc Ihls copy by pholostot (>r photograph.
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CONNON\~EALTII OJ" PliNNSYLVAN I A
HS
COUNTY (JIo' CUfUlImL^NIJ
We,
1.lsn N. Ilnlhl
____nnd
.Jerry A. \~el!:Ie
the witnesses whose nnmes nre signed to the foregoing inHtrument, being duly
qualified according to law, do depoHe nnd Hny that we were present and Haw
Testntrix sign IInd execute the instrnment as 'wr Lnst Will; that she signed
;j
willingly nnd L1wt she l'xecllted It as her free /lnd voll1ntnry /lct for tlw
purposes thereIn expressed: thnt ellcb of us In the hearing and sight of the
Testatrix signed the will as wHnesHes; IInd that to the beHt of our knowledge
the Testatrix WIIS at thllt time eighteen (18) or more yellrs of age IInd of sound
mind and under no constraint or undue influence.
~-
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Sworn or affirmed to and subscribed
before me by I.isn N. Da Ihl
and Jerry ^. Weigle
wi tneBses, this 3.-\ J
CLp.v.r
Jay of
, 1979.
7JOJn~Jd- '0,'lJ/U J'tJJ;.,JQ. /Ihlll
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I' ',~r.l\I!on expires lllnuJry 6, 19~U.
; . jmla:n my OI~t6 in CMmberiburi.
,,"~hn Count)', Pt~~Sl'lllll1ia.
. MAftK "AND \ftIOL..
^, 'Altamer... L.w
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AFFIDAVIT OF CLAIM
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STATE OF OHIO
COUNTY OF FRANKLIN
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Service the sum of $11,559.58.
ert Neeld
RiSk Administrator and Officer
Bank One/AARP Credit Card Service
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Signed and ACknOWledged
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CoreStates Bank of Delaware NA
PO Box 8920
Wilmington DE 19899-8920
(800) 833 -3010
.
June 11, 1997
CoreStates
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
CARLISLE PA 17013
RE, THE ESTATE OF BEATRICE RUSSELL
EXECUTOR: ATTY H. ANTHONY ADAMS
AMOUNT: 4158.02
DATE RECEIVED: 5/15/97
SATISFACTION AND RELEASE OF CLAIM
The undersi~ned, CoreStates, has received from the personal
representat~ve of the above estate the sum shown above as full payment
of the claim filed by the undersigned against the estate on the date
shown above. This Satisfaction and Release of Claim is executed to
acknowledge payment and discharge the claim, and to release the estate
and the personal representative from all further liability with
respect thereto.
NOTE: Accounts for residents of Delaware and some other states may
be with CoreStates Delaware NA, an affiliate of CoreStates Bank of
Delaware NA. Refer to your CoreStates Account Agreement.
CoreStates
3 Beaver Valley Road '
Wilmingt . , DE 19803
By:
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B, Enler Iho 10101 of line 20 and 20A on Iino 20B, Thi. is Ihe BALANCE DUE.
Make Check Payable 10' R.ghler of Will., Agent
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH..... ..,,..,:!~{:lt~;
Und" penalties 0' perjury. I de dare Iholl hove eltomined this 'elurn, Including accompanying sduldule, and ,tole men". and 10 Ihe bl'l of my ~nowl.d9' and blUef,
it h trUll, correct and complete. I dedore that 011 real ellolll 1,01 been reporled oltrutl "10,1111 'Value. Declaration of pttlporer other thon Ihe perlonal reprt"nlalivl Is
baled on olllnformolion 0' whith prepare! hOI any knowledge.
IGr~A URf Of PER ON RE$PO~SI.BlE fOR..... ,liNG R".URN, .,'00. lUS /J . . 0'"
s~:J'~l;iR:1, .,{!c p _ f..'2Vr.J.L~"(l~H_/(.~-i!.t'.1ML{H.Ji > ,5-15- 97
I NA It 0 umifOTiifif IIA ffilTIVE ~AOOIl:Bs ~ ~ DAlE
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lOR DA1IS 01 DIAlH AnlR 12/31191 CHICK HIAI
II A SPOUSAL
rOVIRTY CRlDIT IS CLAIMID 0
;!ii'liuMOiii--- -
INHERITANCE lAX RE1URN
RESIDENT DECEDENT
CUM"OI"''''' II 01 rI""'''VA'''' (TO BE FILED IN DUPLICATE 'I
lJl ,,A,II,1,1(10 Of III V, fllIl I-
"..",~J:.\. ~~"i';:" 0'''1 WITH REGISTER OF WILLS) COUWY COOl
-. r;:rUlfiT'~:/.ijf: m:il~l,;'iil~'i;j'lJir mHi^W-c - _n -[J[{;)~:f:1t~~:~TI;::OTi\
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-110_17_1286-____________.8::6,,%---------2,,3,,25 . - CO~I_CullllK:d(\nd
t\l1. Original Return [I 2. 5upplolllolllol R(llurll [] 3.
D 4. limiled Eslale [} Aa. fulufO lnlofosl Compromise 05.
\101 dole. 01 doalh nher 12.12.82)
&1 6. Decedent Died T 0,1010 [I 7. Docedont Maintained 0 Living Trull
(Allath capy af Will) (Allath tapy 01 T lUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAM COMru If MAilING AODRUS
H. ^nthony ^dams , Esquire 128 E. King StJ!edt: ,;
I HO'" "U,,"R Shippensburg, P^ 17257'
1'1(1{;
YEAR
~)..Q
_n___NUMB!~
_B.
Remainder Return
(for dol.. 01 d.alh prior la 12.13.82)
fodoral Eslate Ta~
Return Requind
T 0101 Numb.. 01 Sol. D,polil Baxe.
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1. R.al E'IOI.(Sthedolo A) ( I) ._55,000.00
2. Sloth and 8and. (Sthedole B) I 2) __u. _on'
J, Closely Held SlotklPorlneuhip Inlerell (Sthodulo C) I 3) --'
4, Morlgag.. and Nole. Retei,abl. ISthedol. D) ( 4) --------
5, Ca.h. Bonk Depo.ils & Miltelloneou. Peuonal Propelly( 5) 1 ,450.72
ISth.dole E)
6, Joinlly Owned Properly (Sthedole F)
7. Tran.fers ISth.dol. G)ISth.dole l)
8. T atal Gron Aneh (total line, 1.7)
9. Funeral hpenses, Administralivo CoslS. Miscellaneous I 9) _~-1310. 27
Exp.ns.. (Schedule HI
10, Debls. Morlgage liabilili... lien. ISthedule I)
11. Tolol D.dutlions (10101 line. 9 & 10)
12. Net Volue of Edole (line 8 minus lino 11)
13. Charitable and Governmental Bequos" (Schedulo J)
lA. Net Volue Subjetl to To... (line 12 minus line 131
15. Amount of line 14 toxoble 01 6% ralo
(In dude values from Schedule K or Schedulo M.)
16. Amount of line 14 taKable 01 15% ralo
(Indude value. Irom Schedule K or Schedole M,)
17. Principal lax due (Add lo...lrom line 15 and (rom line 16.)
1 B. CredilS Spousol Poverty Crodit Prior Paymonts
+
(18)
(19)
~,J
.,
.[,
I 6)_
(7)-
(8) 56,450.72
(10)_3(1,08.42
(11) 35.808.69
(12) 20,642.03
(13)
(14) 20,642.03
X ,06 = 1,238.52
x .15 =
(17) 1,238.52
Inter"s'
(15)_20,642L03
(16)__.---
z
o
~
I-
::>
a.
~
o
U
)(
<t
I-
Discount
+
19. If line 18 is grealer than line 17, enler the difference on Iino 19. this is tho OVERPAYMENT.
UO "II:TT.1~i('H,.I"'l.JI..IlI.I7I.llr,J 111i1~ ...I'l mmlr.'l KTr.III..l'I,J)!.l!.i'~ ..I'hllll
1.238.52
(20)
120A)
(20B)
1,238.52
20. If Iino 17 is grealer thon line 18, enler the differonce on line 20, This is tho TAX DUE.
A. Enter Ihe interest on tho balance duo on line 20A.
. ~-' -. .... -...... .... ... .
COM#olOtlwIA\UI or 'ftlU\f\YAUIA
U"'nll""CI IA. "'UI"
Ili'DluIOlerou"
SCUEDULE "A" J
REAL ESTATE
.--,=,==- .-. riLE tiUMiilii
mAil a;
....__.Bcatdcc. J....Russell '__.,_. .n.._. ..__.___.
(Properly lolntlyoown.d will. Rig'" o' SU'VIVDlllll,1 ,null h. dhdoud on Scl..dul. "r") All f.al ..Inll .hould b. reporl,d al fal, mar~'1
.olu. which II d.lln.d 01 II.. rllc. 01 which rlor..1y would h. ucl'."g.d h.lween a willing buy.. and a willing ..II... n.llh.. b.lng
comp.lI.d 10 buy 01 ..II, boll. ho.lng nOlo".hl. ~nowl.dg. 0' II.. nl.vanl'och.
IlEM
NUMBER
OESCRlrllOt~
VALUE AT DATE
OF DEATIl
1.
66 Stony Lane, Newburg, Hopewell TOIVI1Ship, CLUnberlnnd County,
Pennsylvania, as per deed book 219 page 67.
55,000.00
,.
._ .. _~._ _ .!C?~~lJ~.r~.o. ~~!~!_ ~n.E.~~4.1.. ~e~piru~ion}
(II mott spoc. i, n..c/~c/ in,,,I oc/c/.,ionol sh..Is of tom. tilt.)
s 55 000.00
~-"..
,
""'''''ltlltl"",,''t.f\LIII VI' 1'l:UN:;VI.V^tU^ \
IrIlIEnIT^NCE T^X nE1Ulltl
nESIUENT UECEUEIl r
E51^1E Ur-"'- ....--..
Aeatricc L. Russell
'^" Plop"l, 101",ly a,.;;;.;;iji;""ii;'''iiiiil,;i.GI~;~i.u;;i,h: ;111'1;,i;;-di;(illl;rO~1 ii(i,~,i"lfl.;:r:;i-.".' ....--
ITEM -----.....------.. ..-..---....--,..
NUMOEII 1J1:5CIIII'IIUN
liClIEIJULU "I;" \
CM;lI ^NU MISCI:I.l ^NUOUS
I'UI\SON^L I'IIUI'I:I\ IV
. ....-.-..-......., .----... ,...--
. ".. ..- . .. rilE iiUt.iiien
----~_._.. -.----.---.......-
V^LUE ^T
O^TE ur- UE^111
100.00
387.87
600.00
1. Refund on Propane Heat
Prior Otecking Accounts, Insurance proceeds and Christmas Club
2.
3.
19 Automobile
Refund on real estate taxes
,
176.25
100.00
50.40
36.20
4.
Sales of Personal Property
Contribution for lane maintenance
5.
6.
7.
Refund on automobile insurance
,
'1 U I ^L I^hu r.1I1., I'll Iillr. Ii. 110.."11111011.,,,1
----------........ _.......
$ 1450.72
, .
III flIlU_ '1Iflr. It "."I..'llIu'l ,ddlll.."",1 III"" or "III' Itut
1.'111111'('"1
...
~L;."\l'
'.C\\I~'I:!'
(OI.l'''OIIWIAIlII Uf Pf'"I\'IVAtUA
1I1111'lIAtltt 1M "WIlli
_UIUlfll UHIUIIII
hlhll OF
SCIIEl'lILE II
FUNEIIAL EXPENSES,
A\)MINISTIIAlIVF. COSTS AND
MISCELLANEOUS EXPEN~ES
. ____!!~n.e r,lnl or Type
I flLnIUMuEfi
rice J.. HlIsse 11
ITEM
NUMBER
A. Funoral Ex,,"nlO"
I.
B.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
fl.
lJESCRlrlloN
Admlnl.lrullv. Co.II,
1.
POflonol Rcprolonlolivo COllll11iulolll
Saclul Securily t~ultlbor oll'ononul ROl',e.onlullvo:
Voar Commlulonl paiu
Allorney Fe.. - 11. Anthony Adams, Esquire
Family Exompllon
Claim ani
Add,e.. of Clyimanl al .lOCluonl'. dealh
51'001 Add,e..
Cily
Relallomltlp
Slale
Zip Code
Probale Feo. - Register of \~ills
Mllclllan.aul, Exp.null .
Orrstown Bank (estate checking account)
Ausherman Brothers (Real Estate a~praisal)
GPU Energy (electric)
Lewis Swartz (repair to real estate)
Timmons Oil (fuel for estate property)
GPU Energy (electric)
Timmons oil (fuel for estate property)
Timmons oil (fuel)
.. ';
TOTAL (Also onlor on lino 9, Recapilulallonl
(1/ mort 'paco Is ..eeded, In.." addlllanalll'OOh o'"amo 1111.)
AMOUNT
.'
2,.800.00
114.50
6.99
225.00
105.32
450.50
:. .
105.00
87.86
157.50
94.00
S 5,310.27
SCHEDULE "H" CONTINUED
9. USF&G 79.50
10. GPU ENERGY 37.80
11. SPRINT 60.40
12. RECORDING OF EASEMENT 36.00
13. 1997/96 REAL ESTATE TAX 175.67
14. SURE CURE EXTERMINATINING 40.00
15. DEW & SONS 35.00
16. EXXON 39.69
17. LOWES 101. 74
18. R.T. HENRY PHARMACY 7.80
'~.fW:~:'I",'5"'''''''''''"vo,,~,..,," ...."rn,:'j"~\..<l~'-.k.;:t;,'..-.."':.;"""4"",'~.: "..'''''",_" _,'....,
'h.IUII..I...,
,,~'~*,:{. I SCHEDULE J I
cO.."'''";:,~,:,~""..".,,.. DENEFICIARIES
IffIlUUof,IIUh"IIU.,.
'''AU 0' ''''''''''',,,,, =~'''=_=~_ _~~____ """.....
/l[M
NUMBER
rl"" LL.RlIssell
--.--.-.----.---..--...-.- -
-
!
i
f
I
--
IIiIME MID IIDD~f5S or DCIIErlCIIIRY
II. To.abl. B.qu,""
RtLlII/ONSIIIP
I.
AMOUNr OR
SIIARE OF ESrArE
Nary I.. Rife
63 Carpenter I~ne
Newburg, PA 17240
2. Connie I.. Reed
6248 Edenville Road
Chambcrsburg, PA 17201
3. Ronnie R. RUssell
11291 Thornwood Road
Shippensburg, PA 17257
---- ~
Child
1/3
Child
1/3
Child
1/3
IIEM
NUMBER
I.
NAME AND ADDRESS OF BENEFICIIIRY
8. Chatjlabr, and Ga--etnm'n'a' Bequel":
AMOUNT OR
SHARE OF EST ArE
"'" ,"AO" A'" 'NO "''''''.' N." "'0'''" ,,,,. ... '".. U. ....,..."., ,
----.-......-.-..----.-----..
'" mOl. 'paco Is n..d.d, 'n,", addll/anal ,,'U,. of 'om. "..,
r .~;
.,,'" -'~.
-'.;.;,;~-..-..^-"' ..
,
. ,-
\
HULI-l
PA.GE I
A. U 5 DEPAI1TMENT OF 1I0USING AND U1HlAN O[VLLOPMI.NT
oMa Ha. 2502-0265
III^
V^ "
I MII^ .roNV. llNINS.
lllNV IN~I
. -. ---j-- -' ----...-----
7 I,u"" Numl...,
SETILEMENT STATEMENT
" 1,I..NulIllo..,
S 1 '.J-:J7()
..------ .-....----.----
M MIIII);",." Ill' (' oIU' Nil
______.______._______.._n______ _._~___+_.__H_.__ ,--.------ --....----------
- . --'---'-
C. NOTE: 11us /,IrIIl IS IUnluhrJ fIl.~lll( !t,IU " ~1"'(mt'lrll'/lldI4J' ~(1l1(r1l(1I1 ttl\h ""1II.4IIh '~h' '11 .IIlV 'IV "It ~(IlIr"'(Il' ".~rlll "" ~lwU'"
tlim' IlloulrJ "{r,ne ,~ !l'l'I' '~Il,lllllhh'" ,l.t dlhlll,li IIltv ,IP,' ,/hlll'" h.'" ',)1 .11/"",,,,,.,,,,,,1 "11I1"1\" ",.., ,'" 111" md",'!'.' IlIlIlf I.tlJh
D, NAME AND ADDflES5 OF t1i,-""(')WliIl~.-I1UYf.R:--:Joe1 n; -Ri. i nfol'll :111<1 Hq;i n:l .11;- !{,.j nf'lI'd ._._d_ .-
E, NAME, ADDflESS AND TIN OF SELLEn:
EsLaLe of BcaLricc L. Ilussell
F. NAME AND ADDRESS OF LENDER:
N/A
Q, PROPERTY LOCATION:
66 SLony Lane, Newburg, Ilopewell Township, CUll1bcLland
CounLy, PA
o Principal Rosidonco 0 Othor Roal Estalo
H, SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
'll1e Sentinel Agency, Inc.
Law Office of II. AnLhony Adams
128 East King SLreet, Shippensburg, I'A 17257
~lay 9, 1997
I. SETTLEMENT DATE:
un GROSS AMOUNT Dill: fROM 1I01U':lH\TR
101. Conlrolet ~oIll'!o pnet'
102. rt'rwnoll Pro fty
103. ~ttlrmf'nl ehu"ti 10 hnrllwt'r (I.", 140(1)
101,
105.
.-52..QOO...0.a..
122.25
Ad,IIS,m,n's ,~, dtll'1J J'tIjJ ,..,. ~II" In aJl",n((
lOb. City/lown tnt's ] In
101. Counly ..... 5-9-97 In 1-1-98
108. ^"M'nmt'n'!o Iu
1<11 Sc -9-97 to 7-1-97
110.
III.
1\2,
Ill.
IB,
lIS.
116.
120. CROSS AMOUNT nut: fROM II{}RRnWI:l~
16.59
19.61
201. OrI"lI,,11lI l'Atll('~1 nwnry
2U2. l'nn(lr.1 .mllllnl of ",'W 11""11'1
203. lll~hn~ loJ,lnl") I.lh'u !'oul'll'd III
201.
205,
lr<.
101.
None
:OR.
109.
IufJu"mtnhll"I'ttll'I,"I-ll.II'V~/Iu
210. CllylIUWf\ I.lu'" III
:11. Ctlunty lu('~ In
212. ^"'tt'""nlrnh In
1Il.
'"
1I5.
116.
217.
21A.
219.
ror AI. "All> woro/.:
llORRO\\'[R
-0-
;\1;11 C'I'" oIn111111\1 .hn' hllln I""fl"wrf I/l'It l~'"
)02. 1.1'.... .nh'unh l'.u.1 tw/llu t""flllW1'1 fllflt !~flI
-.5.1).,158.115-
-0-
56,158.45
Jill CASII ( X
fOlllORROIV/:R
fRaMI (
U\I'A\LKIIlI-NlIIIC^1I0N l\UMULK ~OLlC1T^lI()~; Hlll.K
K. SUMMARY OF SELLER'S TRANSACTION
-4,'" (;R{J~~ AMOUNT OW. TO !iIl.l.f.1<
55 000,00
.11I1. Cunll,Hl",I!t-!o "JIll'
,uJ2. 1".,..t,lI.tll'111P",IY
1l11.
~).I.
"05.
"J,"~I"'tllh Ie" ,rtms 1\lIJ I'V '-flit' m ,Jllln(f
"Ofl. Cilyllllwn I.'ll'~ ] 'n
1111 CllUllly 1.IU'" 5-9-97 h. 1-1-98 16.59
~'" ^....r....m..nl\ In
,It,. School Taxes 5-9-97 to 7-1-97 19.6
"HI
411
~"(lI.~~t1rl't"lll....t"IIl\'tlldlllfl.1
~12 S4'UIt'IIli'1I1 f~~~~.."..:I~ will" Ilw 1-4011I
~"ll. hl..lIlll: Ill.IlIb) 1.I\.t'll "1"II'd Iii
~. P"YIIIl uf IIr"l "lllrl~.1.~..ltI.ln
~~,. 11")"Illllll ....llm.1 mlltl):"~t' Illoln
~..!lank One/Mill' Credit Card
.", CoreSLates Credit ('.1nl
~'"
~"J.
8 813.28
11 559.58
4 156.02
AJlu,'mrflhl"tlftfll\ llflJliI..fl'V'-fl/tt
~H1 CllyltnwlI I...." III
~I I Cuunly l,1u'" 10
~12 ^.."".....mrnl.. III
~D
~I"
!lIS.
51h
51;'
Sf'
51"
r..,n
TorAL Rr.lJllCTlON MIOll,vr
[JlJ[ SUUR
25,364.55
Ill! It....'".,llltI1ll111l1.IlI'UlInl.lllr..dll.',lllIr.C,../lI
..OJ CtlSII (
X WI (
IRO.\lISI:L1./:R
,.." .,.. f1"I,,,,~,1 h' t... I.. 1'..'lhl.. I I ..,Ih 1,,"1 ."",... IHI'~~rl ..I,'nl.." ~tl"""",,,t.... It \...,.1" 1".1 I"'" ,.I~ I I..nh '1'lIr (.."nl
tnr.)rt IJ"I11oI..""'" I1lfll1l'i"l. 1"11 ""Y 1... ."1,,,,, hi 0'11 '" ,lIm,,,,,l rrn.1h>:, In'I~...,II', ,... 1...1,'1' I,,"..~.I, ..1.1".. ....1 In ..1o'nl,t~.I~'" IHlIl,\"I.' I' .......f> '" ,I..", I ~I~..t' .",1 .h..ulJ ,.. ,,,,""'" r,,, "':(\1101(,1
tl...ln J"',ulh....II""I"'\' I ,..h't II,d It>,. "",,,I,... .1.....".." I".. ,'~tc'm,'I,I.' '"1,.",...1 IHI'H.-t ,.1...1,1>,""." ,,,,,,,hl
0
700. TOT"L S"LE.<;ffiIIOKFII'S COMMISSION - I'AID FROM I'AID mOM
0 Ut\smON I'RIC~ s (II' -/..,. 1l0l(l(OWEI('S SELLER'5
.-
DlVI,ton of Con\miuion (line 700) .. folluw,,; I:UNDS AT I:UND5 AT
701. S 10
702. S 10 5E1"L~MENT 5El"n.EMENT
703. Commission pOld ot Soulrmrnl N/A
7ll1,
300, ,rtMS 1,,,Y"IILr. IN CONNLCrlON W,T/lI.DIIN N~t-
801, u..nOnRlnollonF.. ~
802, u..n Oll<oonl ~
1lIll, "PP,ol..l!'r. 10
801, Credil Rtporllo
80S, Lc:ndrr'l In'p<cllon 1'<. to
806,
801. AllumpUon r"Cr 10
808.
809.
810.
811.
812.
813.
814,
900. ITeMS REQUIRED BY LENDER TO Bt P"'D IN "DVIINCE I>J/h
901. Inlrr..lfrom 10 (ll' S Idoy ( . d.y.)
902. Mortgage InsurAnce Premium for months 10
903. Hll.ard Insur,ncc Premium for ye.us 10
9llI.
905.
1000, RtStRVES DtPOSITED WITH LENDtR N/A
1001. Huard Insurance monlh.@ S per month
1002. Mortgage Insurlnce monlh.@ S per month
1003. Cily prop<rty I.... months@ S per month
1004. Counly prop<rly I.... monlh.@ S per month
1005. AMU,I UHssments months@ $ per month
1006. monlhs@ S p<rmonlh
1007. months@ S pcr month
1008. months Ci.il S per month
1100. TITLE CH"RGES
1101. Soulemenl or c1o.lnR r.e 10
1102. Ab.lroct or 1111. ..orch 10
1103. TlU. .""mlnolion 10
111l1. ToUr In.u..nce binder 10
1105. Documenl preporollon to
1106. Nol.ry r.e 10 Clerk
1107. AUom.y~ r.. 10 ii. Antllonv Adams. E5cilJlre POC
(includes about ;rems numbers; )
1108. TlU.ln.uroncelo 'lhe SentInel Agencv. Inc. 548.75
lincludts abovt iltm! numbm; nul. 1102. 1103. 1104 )
1109. undcr'scovcrolge S N/A
1110. Owner'scovcraRc S55,OOO.00
1111.
1112.
1113. .
1200, GOVLRNMENT RtCORDlNG /\ND TRtlNsrtR "'''RGtS
1201. Rtcordlng re.s: o.ed S 23. 50 : Morlg.gr S : Rtle..., S 21. ~O
1202. Clly/counlyl.",.lomps:o.ed S550.00 : Mortgo1ge S ~~O.OO
1203, Stal. t'''',tamp'' Deed S550.00 : Mortg.g. S <;<;0 00
1204. I<ecording !'ee - Easement A{'rccmcnt 1h_OO
1205.
1300, "DomON"L SLTTLtMCNT ""'RGtS
1301,1:99/ countv/Townshio Real Estatc Taxcs c1uc \~illinm .I. Hoovcr 7~.7h
1302. l'J'Jb DclinQucnt Taxes duc Tnx Clnim Ilurcnu 14R<l1
1:lO3, Hamscv'S Sure Cure 1.:xterminntil1{, 40.00
lJOo1. u.t:;.\~.-& Sons/Sentic 13111 1~OO
1305.
1306.
1307.
1308.
llOO, TOTAL SETTLEMENT "'''RGtS (tn'tr on lints 10J. 5<<lio" 1 and 501. St'Clion K.J 1,122.25 835.67
I N\",",,"'ully 11'\"'W,,,111...1IUI) 1 ~'lIl..'nM'1l1 ~~h',rnll.lI,.l.l..lh,'l>&~..' n'~' 1..,1'001,,1,;.......11...1,,1.11.. ..11......,..1 ,.., m..l,' ,1""'1110111." "II W\O"I-t' ...,,1.1.....111"'111..11" 1I"",lr,"""\' ..".tUIII",I.v "'"
In! .tl..n\,hllf~n Ihll 1(',. 'Illy' lll~, ....,I\."I....~,y~II.!J./11-1.>i.t.n...III!.t.llt....."1
,"" . // /J:p.1 "e ( ,'Ik"., ;j, _I!._!.d-
, I.I.K oJ /) ~tI. ctl 'LU,Ll< 2 'U.u_K -' ' .
~nK'( (J p' r.:;;-,<~1,O,O,,,;4 p. 1,,; 'f"j IIlJ'U(\
'u ,h..' I,..., "'Ill)' 1IM,,,,,I'''II,:,',lhl'IIUII 1....111.-..".1\1 ~.lh."'I.1\1 "I,..h 11101"'\'1\'1",...\1".. II"" .I...I....III....."...."..,.ot II..' hll"'~ ,,"...11 ",.w ,n,'.\n'..II.1 MU"'"-''''' ",lIl....h~I...'..~II.\ tht'
".,.lrf\t~"'.,j..\I....l"lth..\t'"kn...'"t..ltI"\I'.ln.....I..."
- -. ... ..... -.
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
BUREAU or INDIVIDUAL TAXES
IHIt[RIUMC[ fAll DlvISIO...
DlP'. :80601
Il"RRISBURC, I'" 11l:a-ot.ol
NOTICE or INIlERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLDWANCE
Df DEDUCTIONS AND ASSESSHENT Of TAX
.~ . ,/ r.{
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ~
ilif\1.-g'4i-r:x-,;i=ij-f o'3-:9:,-,uiioYlc EUOF-YHHEifi'fiif;cf-Y; ;;-ii~~KAiiiEi1"tiiT-,--AL'L-uwiir;c~-'ijR---U------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BEATRICE L FILE NO. 21 96-0620 ACN 101
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:
IS. Anount of line 14 at Spousal ~ate 115)
16. Anount of line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 taxable at Collateral/Class B ~at8 (17)
18. PrIncIpal Tax Due
TAX CREDITS:
PAYHENT
DATE
05-19-97
H ANTHONV ADAMS
12B EKING ST
SHIPPENSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTV
ACN
ESQ
PA 17257
.'
ESTATE OF
RUSSELL
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) 11)
2. Stocks and Bonds (Schedule 8) (2)
3. Closely Held stock/Pa~tnership Xnte~.st (Schedule C) (3)
4. Hortgages/Notes Receivable (Schedule D) (4)
S. Cash/Bank Deposits/Hisc. Personal P~op.rty ISchedule E) (5)
6. Jointly Owned Property (Schedule f) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. D.bts/Ho~tg.ge Liabilities/Liens ISchedule X) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Cha~lt.bl./Governn.ntal Bequests ISchedule J)
14. Net V.lue of Estate Subject to Tax
NOTE:
RECEIPT
NUHBER
AA211331
DISCOUNT (+1
INTEREST/PEN PAID (-I
.00
09-15-97
RUSSEL L
OB-06-96
21 96-0620
CUMBERLAtlD
101
Anount Rellli Ued
I CIIANGED
55,000.00
.00
.00
.00
1.450.72
.00
.00
(8)
5,310.27
30.498.42
Ill)
(12)
113)
1141
.00 X .00=
20,642.03 X .06=
.00 X .15=
1181
AHDUNT PAID
1,23B.52
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
BALANCE OF UNPAID INTEREST/PENALTV AS OF 05-20-97
\
ltf.Jti'
111.1"'1111' 111-"1
BEATRICE
L
DATE
09-15-97
NOTE: To insure proper
credit to you~ 8ccount,
subnit the uppe~ po~tlon
of this forn with your
tax paynent.
56.450.72
3G.ROR 69
20,642.03
.00
20,642.03
.00
1,238.52
.00
1.238.52
1,238.52
.00
3.98
3.98
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
~~~1
;~.'
BUREAU or INOIVIDUAL TAXES
INII[RIUNC[ TAlC DIVISION
DCP'. za0601
tlARRlSr.URC, p,t, 111za-06o1
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
or DEDUCTIONS AND ASSESSMENT or TAX
.".lhl'I." 111.91'
H ANTHONV ADAMS
128 EKING ST
SHIPPENSBURG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTV
ACN
09-15-97
RUSSELL
OB-06-96
21 96-0620
CUMBERLAND
101
L
BEATRICE
AMount ROllli Hod
PA 17257
'~.(I r
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ......
R-lfv.-i~4"j-t3f"j,FF"-fo:f"-97Y"iiQ':rir.E"-6F--fNHERi'fi\ri;5~-i"Ai-i\~~HA"isi1.fiNT-,"-ALi-uWANCE"(fR--"---""--"--....--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BEATRICE L FILE NO. 21 96-0620 ACN 101
.'
ESTATE OF
RUSSELL
DATE
09-15-97
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGItIAL RETURN
1. Real Est.t. (Schedule A) (1)
2. Stocks and Bonds (Schedule OJ IZl
3. Closely Held stock/Pa~tn.~shlp Interest (Schedule C) (3)
4. Harigages/Notes Roc.ivable (Schedule OJ (4)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule El IS)
6. Jointly Owned Property (Schedule f) 161
7. Transfers (Schedule G) (7)
8. Total Assets
HOTE: To insure proper
credit to your account,
submit the upper portion
of this for~ with your
tax payment.
55,000.00
.00
.00
.00
1.450.72
.00
.00
(81
56,450.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GoYBrnmental aequests (Schedule J)
14. Net Value of Estate Subject to Tax
5,310.27
30.498.42
1111
1121
(13)
1141
3';' RnR 69
20,642.03
.00
20,642.03
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14
16. Anount of Line 14
17. Anount of Line 14
18. Principal Tax DUB
NOTE:
at Spousal rato
taxablo at Linoal/Class A rate
taxable at Collateral/Class a rate
llSI
1161
(17)
.00 X .00:
20,642.03 X .06:
.00 X .15:
1181
.00
1,238.52
.00
1,238.5Z
TAX CREDITS:
PAYMENT
DATE
05-19-97
DISCDUNT ('1
INTEREST/PEN PAID I-I
.00
AMDUNT PAID
1,23B.5Z
RECEIPT
NUMBER
AA211331
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-20-97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,238.52
.00
3.98
3.98
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, ND PAYMENT IS REqUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" leRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE or TillS FORM FOR INSTRUCTIONS. I
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COMMONweALTH OF f'ENNSYlVAtIlA
DEPARTMENT OF REVEllOE
BUREAU OF INDIVIDUAL TAXES
DEP! 280601
HARRISOURG, PA 17128-0601
~"Jtt.~
~
NO. AA 242268 REY.1I62 EX (11.96'
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
MARV L RIFE
63 CARPENTER LANE
101
$3.98
NEWBURG. PA 17240
fOlD HERr
FOlD HERE -
ESTATE INFORMATION:
FILE NUMBER
21-1996-0620
NAME OF DECEDENT ILAST)
RUSSELL BEATRICE L
DATE OF PAyMENT
9/25/1997
POSTMARK DATE
9/24/1997
COUNTy
CUMBERLAND
DATE OF DEATH
8/06/1996
REMARKSMARY L RIFE
SSN 210-12-2286
(FIRST)
IMII
TOTAL AMOUNT PAID
$3.98
t~r- ',. :,Ti ~~ \)f. \\'ILL~~
vz
RECEIVED BY
~lARY C. L
REGISTER
SEArHECKII 1708
~---_._-------_._-_.- --- -_.-~--- ..---- .,.
,--- --- --....-----.----. .-- ...- ------..-------
';',
.
--. "-.~
-:..;_' .--.-.. -..---....A. t... 4)--" r ".,.:.
. \
I
n 11,1' N
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
c
BUREAU Of INDIVIDUAL tAXES
IHlIlAIUNet ,n DIVIlION
DlPt. :10'01
llARNUIURG, PA 1111'.0'01
NOllet or INIIERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
or DEDUCTIONS AND ASSESSMENT or TAX
H ANTHONV ADAMS
12B EKING ST
SHIPPENSBURG
ESO
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTV
ACN
09-15-97
RUSSEL L
08-06-96
21 96-0620
CUMBERLAND
101
PA 17257
\
Allount R..ttt.d
'*
1"-11" II tI, III.'"
BEATRICE
L
MAKE CHECK PAVABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ~
ifiv:i5'4j-E'iC"AFP-nij':97Y-NOTicE--O"-YNHEiiii'AiiCE-TAic-APPiiiiisEHENi'-,--Ai.i.-owAiicE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUSSELL BEATRICE L FILE NO. 21 96-0620 ACN 101 DATE 09-15-97
If an assessment 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. Amount of Line 14 et Spous.L r.t. 1151
16. AMount of Line 14 taxable at Lin..I/Cla.1 A ~.t. (16)
17. AMount of Line 14 taxable at Collateral/Cla'l Brat. (17)
lS. Princip.l Te. Du.
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..l Est.te CSchedule Al
2. Stocks and Bondi (Schedule B)
3. CloselY Held stock/Partnership Interelt (Schedule C)
4. Hortgag../Nota. Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Parsonal Property (Schedule E)
6. Jointly Dwn.d Prap.rty ISch.duL. FI
7. Transfars (Schedule G)
8. Total Alset.
I CHANGED
III
121
131
141
151
C61
C71
55,000.00
.00
.00
.00
1.450.72
.00
.00
ISI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortg.g. Li.biliti.s/Liens CSch.dul. II C101
11. Tatel D.ductions
12. Het Value of Tax Return
13. Charitable/Govern.ental Bequest. (Schedule J)
14. Net V.Lue of Est.t. Subj.ct to T.x
5,310.27
30.498.42
Clll
1121
1131
1141
NOTE:
.00 x,OO.
20,642.03 X .06.
.00 X .15.
IlSI
TAX CREDITS:
PAYHENT
DATE
05-19-97
DISCOUNT 1+1
INTEREST/PEN PAlO C-I
.00
AHOUNT PAlO
1,238.52
RECEIPT
NUl1BER
AA211331
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-20-97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTE: To insure proper
credit to your account,
sub_it the upper portion
of this far. with your
tax paYllant.
56,450.72
3<;.ROR 69
20,642.03
.00
20,642.03
.00
1,23B.52
.00
1,238.52
1,238.52
.00
3.98
3.98
. IF PAlO AfTER DATE INDICATED, SEE REVERSE
fDR CALCULATION OF ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" CCRI, YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I
RESERVATIONs E.t.t.. of dec.d.nt. dying on or b.for' aeeaab.r II, 1'81 ~~ If any future Int.ra.t In tha ..t.t. 1. tran.f.rr.d
In po.....lan or .nJoyaent to el... I Ceoll.t.r.l) ben.flelarl.. of thl d.eadent .ft.r tha ..plratlon of any ..tat. far
Ilf. or fo~y.ar., tha eo..anwa.lth h.reby ..pr...lv r..arv.. tha right to .ppral.e end ...... tran.f.r Inh.rltanc. 1....
at the I.wful ela.s I (eoll.t.ral) r.t. on any .uch future Intar..t.
PURpOSE OF
NOTICEs
To fulfill the r.qulr...nts of s.ctlon ZI~O of the Inherltanc. and E.tat. Ta. Act, Act 21 of 1995. (lZ P.S.
S.ctlon 91U). '.'; (_,
a.t.ch the top portion of thl. Hotlc. .nd .ub.lt with your Ply..nt to the R.gI.tlr of Wills prlntad on the r.v.r.. .ld..
--Hak. chick or .aney ord.r p.yabl. to: REGISTER OF MILLS, AGENT
PA'fflEHh
REFUCD (CAli
A refund of a tax crldlt, which wa. not requ..t.d an the T.. R.turn, ..y ba r.qu..t.d by coapl.tlng an "Application
for R.fund of p.nn.ylvanl. Inh.rltanc. .nd E.t.t. Ta." CREV-l111). Application. .ra .vallabl. at the Offlc'
of thl Ragl.t.r of Wills, any of the 21 Ravenue District Office., or by c.lllng the .p.cl.1 Z~'hoUr
an.werlng s.rvlc. nuaber. for far.. ordering: In Penn.ylvanl. 1-800-16Z~Z050, out.ld. Penn,Ylvanl. and
within loc.1 Harrisburg .r.. (111) 181-809~, TOO' (111) llZ-2252 (H..rlng I.p.lrld Only).
OIJECTlONS:
Any p.rty In Intar..t not ..tl.fl.d with the .ppr.I....nt, .llowanc. or dl..llowanc. of d.ductlon., or a.......nt
of tax (Including dl.count or Int.r..t) a. .hown on thl. Hotlc. au.t obJ.ct within .I.ty (60) d.y. of r.c.lpt of
thls Hotlc. by:
DR
--wrlttan prot..t to the PA a.p.rt..nt of Rav.nua, loard of Appa.l., Dept. Z81021, Harrl.burg, PA
--.Iectlon to have the .attar detaraln.d .t audit of the account of tha p.r.onal r.pr...nt.tlva,
--appaal to the Orphans' Court.
11128-1021,
DR
AOftIN
ISTRAlIVE
CORRECTIONS:
Factual .rror. dl.cov.rad on thl. ........nt .hould bl addr....d In writing to: PA Depart.ant of Ravanu.,
Bur.au of Indlvldu.l T...., ATTN: Po.t A..al..ant Ravlaw unit, aapt. 180601, Harrl.burg, PA 1112e-0601
PhonI (117) 187-6505. 5.. pig' 5 of the bookl.t "In.tructlon. for Inh.rltanc' Ta. R.turn for a R..ldent
Dlcedent" (REV-1501) for an a.planatlon of adalnlltratlvalY corr.ctabl. arror..
DISCDUKh
If any t.. due I, p.ld within thra' (3) c.land.r lonth. .ft.r tha d.c.dant'l da.th, a five p.rc.nt (5X) dl.count of
the t.. paid I. .llow.d.
PENAL TV:
the 15X tax .-na.ty non-participation penalty I. coaput.d on tha tot. I of thl tax and Int.ra.t '1"'led, and not
paid bafor. January 18, 1996, the flr.t day aft.r tha .nd of the t.. .analty parlod. Thl. nan-participation
penalty I. appeal.bl. In the .... .ann.r and In the the .... tla. parlod .. you would appe.1 the t.. and Int.r..t
t~t ha. bean .......d a. Indlcat.d on thl. notlc..
INTEREST:
Int.r..t I. charg.d b.glnnlng with flr.t d.y of dallnquancy, or nln. (,) lanth. and ona (1) day frol the date of
d.ath, to tho d.t. of p.Y'ant. T.... which baca.. dallnquent bafor. JanuarY., 1982 ba.r Int.ra.t at th. r.t. of
IlK (6X) p.rcent par annu- calculated at a d.lly rate of .000164. All t.... which baca.. d.llnquent on and aft.r
January 1, 1981 will b.ar Int.r..t at a rat. which will yary frol cal.nd.r ya.r to ca.and.r yaar with that rata
announc.d by the PA D.p.rt.ant of R.y.nu.. Tha eppllcabl. Int.r..t r.t.. far 19B2 through 1997 .ras
'!!!! Int.rut ht. Dally Intlrut Factor !!!! Int.rut Rat. Dally tnterut FltCtor
.9az 'OX .0005U 1987 .X .COn"l
1983 16X .oooue 19U-.991 IIX .DOnOI
198" IIX .oonol .991 'X .00020
\'"5 I1X .000356 .991-19'" 7X .00Dl91
\916 lOX .DOU7" 1995-1991 OX .DOn~7
--Int.rut 11 ulC\.llatad a. followlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlc. I..ued .ft.r the tax bacoaa. dallnquent will r.flect an Intara.t calculation to flft.an (15) d.YI
beYond tha d.t. of tha .'Ie..eent. If pa,aant I, aad. aftar thl Int.r..t coaput.tlon data .hown on thl
Hotlc., additional Int.r..t IUlt be calcul.tad.
j')/lS /1
BUREAU OF INDIVIOUAL TAXES
INHERITAHCE YAK DIVISION
DEPT. :60601
HARRISBURC, Pi 17126-0601
H ANTHONY ADAMS
128 EKING ST
SHIPPENSBURG
ESQ
COHHONWEALTH OF PENNSVLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
"
;~'"
f~p
PA 17257
11'.1'" It 'I' III.'"
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTV
ACN
10-20-97
RUSSELL
08-06-96
21 96-0620
CUMBERLAND
101
BEATRICE
L
AMount R.llitt.d
HAKE CHECK PAVABLE AND REHIT PAVHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTEI To Inlu,. p,op" c,odlt to you, eccount, subnlt tho uppo, po,tlan of this fo,n with you, to. poyn.nt.
PAYHENTS (TAX CREDITS),
PAYMENT
DATE
05-19-97
09-24-97
RECEIPT
NUMBER
AA211331
AA242268
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ~
ifiv:iEioTEiCiiFP-io:1:97Y---n-iiil-.--iNiiERii.-ANc-Ci'AiCsi,'iifEi,iENi'-OF-iicciiuiif--j;iiinn-------m---nn
ESTATE OF RUSSELL 8EATRICE L FILE NO. 21 96-0620 ACN 101 DATE 10-20-97
TNIS STATEHENT IS PROVIDED TO ADVISE OF TilE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 09-08-97
PRINCIPAL TAX DUE, 1,238.52
; ~ "
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
3.98-
AMOUNT PAID
1.238.52
3.98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,238.52
.00
.00
.00
. IF PAID AFTER TNIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS TNAN fl.
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. I
PAYH[NT I
D.tach the top portion of this Hotlc. and .ub.lt with your pay..nt .ad. payable to the naae and addr."
prlnt.d on the r.ver.. .Id..
If RESIDENT DECEDENT .ak. ch.ck or .oney order payable to: REGISTER OF WIllS, AGENT.
If HON-RESIDENT DECEDENT .ak. check or .oney order payable to: C0t1t10NWEAlTH OF PENNSVLVANIA.
REFUND eCR); A r.fund of a tax credit, which was not r.que.ted on the Ta. R.turn, .ay b. requ..ted by co.platlng an
-Application for Rafund of Pann.ylvanla Inherltanc. and E.tata Ta." eREV-l~13). Application. are avallabl. at
the Offlc. of the Ragl.t.r of Will., any of tha 23 Ravanue oi.trlct Offlc.. or froa the n.part.ant". 2~-hour
an.warlng .arvlc. nu.ber. for for.. ordering: In Penn.vlvanla 1-eaO-362-20S0, out.ld. Penn.ylvanla
and within local Harrl.burg ar.a (717) 7a7-809~, TOO' (717) 772-2252 (Haarlng I.p.lr.d only).
REPLV TO:
Qu..tlon. ragardlng .rror. contaln.d on thl. notlc. .hould b. addr....d to: PA D.p.rt..nt of R.v.nu., Buraau
of IndlvldU.l T...., ATTHI Post A....s..nt Revi.w Unit, Dept. 280601, Harrisburg, PA 17128-0601, phona
(717) 787-6505.
DISCOUNT:
If any ta. due I. p.ld within threa (]) cal.ndar .onths aft.r the dec.dant's d.ath, . flv. p.rc.nt (S~) discount
of the ta. paid I. .Ilow.d.
PENAL TV:
Th. 15~ tax aan..ty non-participation p.nalty I. co.put.d on the total of the tax and Inter..t .......d, and not
paid bafora January 11, 1996, the flr.t day after the and of the tax a.n..ty p.rlod.
INTEREST I
Int.r.st I. charg.d beginning with flr.t day of delinquency, or nlna (9) .onth. and one (1) day fro. tha data of
daath, to the date of pay.ant. T.... which baea.a dalinqu.nt ba'ora January 1, 1982 b.ar Int.ra.t at tha rata of
.1. (6~) p.rcant per .nnua calculatad at a dally r.ta of .00016~. All t.... which baea.e dallnqu.nt on and .ftar
January 1, 1982 will ba.r Int.re.t at a rata which will vary fro. calandar year to calandar year with that rat.
announced by the PA Depart.ent of R.vanua. The appllcabl. Interest rate. for 1982 through 1997 are:
Vaar Intera.t Rata Dally Int.re.t Factor
Vear
Int.rnt Rat.
Dally Int.re.t Factor
1912 20~ .0005~8 1987 9Z .OOO2~7
1913 16~ .000c.sa 1981-1991 11~ .000101
198ft I\Z .Doonl 1992 9Z .0002107
1985 U~ .000356 1993-19910 n .ODOI92
1916 10~ .000270\ 1995-1997 9Z .000l107
--Inter..t I. calculatad .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. Ilsuad aftar the t.. baeo..' dallnqu.nt will r.fl.ct an Interalt calculation to flft..n (15) day.
bayond tha data of the as......nt. If pay.ant I. .ada aft.r the Inter..t co.putatlon data .hown on the
Notlca, additional Intar..t .u.t b. calculatad.