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PETITION FOR PROBATE and GRANT OF LEITERS
'l(,- ~ lO L/I../
E.-lair "f II" ,.,.~, SChill' f f (".
also kilOit'll as
No.
To:
Rcgisler of Wills for Ihe
Deceased. Counly of ('1II"1",, ,'1 ;1I111 in Ihe
S"do/SecllrityNo. IIlO-()7-cJ(J~l) Commonwcahh of Pennsylvania
The petilion of the undersigned rcspeclfully represents Ihal:
Your pelilioner(s). who islare 18 years of age or oldcr an Ihe exccul ,. i c'''S
in Ihe lasl will of Ihe above decedent, dated ~"., ...." 1. 't
and codicil(s) daled NOll('
I 1
\oJi f". 1/ Gl'Il"V,' S('I1""fr"r died 4{ Z'(f(\
named
. 19~
(sIDle: relevant circnmslances. c.g. renunciation. death or tUCUlor, etc.)
Oecendent was domiciled at death in Cumbe 1') <Inu
" ~s last family or principal residence at I) Porge HO<ld,
South Middleton Township.
(list meel. number and muncipalilY)
Decendent then 94 years of age died J u I y 24, J 99 G
at 7.ll'i\crrsville Road, W', Pennsboro 'I'wp., C<lrl~sle, P^ .
E:<cept as follows. decedent did nol marry. was not divorced and did not have a child born or adopted
after execution of the will offered ror probate; was not the victim of a killing and was never adjudicated
incompetent: Nnn,....
Dccendent at death owned properlY with estimated values as follows:
(If domiciled in Pa.) All personal property S 90. 000 . 00
(If not domiciled in Pa.) Personal property in Pennsylvania S
(If not domiciled in Pa.) Personal property in County S
Value of real estate in Pennsylvania S 79. 000 . 00
situated as follows: II Forqe Road , 130i 1 inq Springs , P^
CPPl\ty, Pennsylvania, with
llo~lln<J Sprlngs,
WHEREFORE, petitioner(s) respectfully Te~€stW I~ robate of the last will and codicil(s)
presented herewith and the grant of lellers e a en a y
(testamentary; administration c.c.a.; administration d.b.n.c.t.a.)
theron.
i
.L '1A;:;7;tl.../ c.(.' (~(" .".,,~
;!!~ K<)therine E. Cornman
c 241 Kerrsv~llc Hoad
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.~ Carlisle, P^ 17013
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~Iilrian J. Smyser
l' 10 W. MlC!cllescx J~oaa
Cilrlislc, P^ 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL~H OFIPE~SYLVANIA
COUNTY OF ("'J.J+P.:>: ttn t\
} ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petilion are
true and corrett to the best of the k now!edge and belief of petitioner(s) and Ihat as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn 10 or affirmed and . .;-,> t' ~. ..( C'.' ,: I { >c..'" - c,.
before me this 1 h t. h ,. .. I " ~'
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This i~ III t"l'llil)' ,h.lIl111' iIlIHIIlI,1l101lIu.!t, ,1~l\("III" ltlllllrh ".,'ll.llr1'111.111 tll.}~II1.d u'llllrl,lft' III d{..llh dilly ldl'd widll1ll' .1'
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WARNING: Ills II/cgnllo dupl/cnlc Ihls copy by photostnt or photogrnph.
h..'I'11I1 rill'. tt'IIIIII,1l1', S./llll
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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, Ell L. Schn.ff.r
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Katherine E. Cornman
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I, IIAHRY SCIIAEI"I"ER, at' Sout h HI dd1et on 'l'oNIJ:Jhl p, Cumbel'land Coun ty,
Pennsylvania, deelal'e this Irwtr'uIIlCnt to be my last \'1111 and tentamcnt,
hel'eby expl'cssly revokIng all \'11 lIs and codlcl1n hel'etot'ore made by me.
1. I dIrect my executrIx to pay all at' my dehtn, t'uneral and
adminIstrative expenses as soon as convenIent at'ter my decease.
2. I authorize and empo\'ler my executrIx to sell any realty o\'lned
by me at my death, at either publ1c or prIvate sale, and to gIve bood
and suff:lcient deeds therefor, :In fee slmple, as I could do if living.
3. I bequeath the sum of $1,000 to St. John's Lutheran Church of
Boiling Spr:lngs, Pennsylvan:la.
4. All of the rest, resIdue and remaInder of my estate of every
nature and \'Iherever sItuate, I devise and bequeath to my ~Ilfe, II. Geneva
Schaeffer; provIdIng she shall survIve me by sIxty days.
5. Should the gIft In Paragraph No. 4 not take effect, I devise
and bequeath alIaI' my estate of every nature and l'lherever situate to
my ch:lldren, share and share alIke, the chIld or children of any
deceased chIld takIng the share theIr parent \'Iould have taken if living.
6. I nomInate and appoInt II. Geneva Schaeffel' to be the executrix
of this my last I~ill and testament; she Is to serve as such \'Iithout
bond. Should she dIe bet'ore my death, renounce or refuse to serve for
any reason, or dIe leavlnr: any of my estate unadministered, I nominate
and appoint Katherine E. Cornman and Harlan J. Smyser to be substitute
executrIces \'11th the same pO\'lers as are gIven herein to my executrix,
and also without the fllln~ of any bond.
7. I hereby suggest that my personal reprosentatlve retaIn the
services of Irwin, Irwln & Irwin as attorneys In the settlement of my
estate.
IN WITNESS I1HEREOF, I have hereunto set my hand and seal this J.L~']
day of March, 1982.
7farfl: AC~~
H RY SCHliE! ' 'R
(SEIIL)
Signed, sealed, published and declared by Harry Schaeffer, the
testator above named, as and for his last will and testament, in the
presence of us, who, at his request, in his presence and in the presence
of each other have subscribed our names as witnesses hereto.
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21. If Un. 18 is gr.al.r than lIn. 19, .nf.r th. diH."nc. an Un. 21. This is thl TAX DUE.
A. Enllr the inl.rll' an ,hi balanc. due on Un. 21A.
B. En"r Iholotol of Un. 21 and 21A on Un. 21B. Thi. i. tho BALANCE DUE.
Mo~o Choc~ Payoblo 101 Rogl.l.. of Will., AQ.nl
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
d" p.nahi.. of p,~ury. I d.dar.thot I have examined Ihi, r.turn, induding accompanying schedule. Dnd IIar.menlt, and to thl b.It of my knowledge and b..li.~.
tru., COtred and campl,'" I dldor. that all r.al .ltal. has bltn r.ported 01 true marlce. valu.. D.claration of prtpotlr olh.r than ,hi plrlonal rtprel.ntollVI II
,d on all informalion 01 which prepar,' has any knowledge. \ ~ \ 1 - V, '"
..., If. QLJUSObl'U'O~SIlLl 'O,'IUNO IUUIN ADDIUS _I I 71l 1 .J DAt(
<'.;U~t..'_CIr--."'---- 2'fi I\l'rrsvllil' HllaU. Carlisll'. PA hI..:
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AIU E Of 'UP.utl HlIt tHAN nUIHfAUVI AODUn OAIl
~ 11 Easl lIigh Strl'l..'l. Carlisll'. 1\\ i7111J
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fOR DATlS O' DEATH AFTIR 12/31/91 CHICK HIRI
If A SPOUSAL ~,-
POVIR", CRIDIT 15 CLAIMID 0 ...I.,
flU NUMIIR
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,') '17.1"
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
NUMBE~
llf!
llh/,/,
CcJMMONWfAlTH 0' 'fNNiYlYANrA
Df'AlTMfHT 0' IUYfNU!
DlPT. 210601
HAUISlURO, 'A 17121.0601
Ole 0 NI" H~ll~i . hUI. AND MIOOlt INItiAl!
5CIIAEFFlm, II" r ry
YEAR
COUNTY CODE
O(C(O(NI'S, COMPUI( ADOUU
II 1"01"1',1' BUild
1101 I I Ill'. 51' rllIl','"
I 711117
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DAI( 01 IIIItH
III I I ')/0 I
OAll 01 DlAfH
7/21./%
lOOAl UCUIUfY HUMIII
180-08-9959
CO\l"'"
AMOUNf llCllVID IUIIHiIllUCTIOHS,1
(\I At'\Ie..IUI 'UI't'I'l'1HQ lPOU'''' HAMI MIl. '1111 "'HO .....OOIlI,..I'....u
Ill"
gl.
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o J. R.malnd., R,'urn
(lor dolo. of d.o,h prior 10 12.13.82)
o 5. Federal Eltat. Tax R.rurn R.quired
La. TOlol Numb.r 01 Safe D'polit Boul
Original Rllurn
o 2. Suppl.m.nlol Roturn
o Ao. Furure Int'''lt Compramil.
(for dolo. of doo,h ok.. 12.12.821
o 6. D.ced.nt Di.d Tlllat. 0 7. O.c.d.nt Maintoin.d a U't'ing TrUll
(AKoth copy of Willi (A.och copy of Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
HAMI. eOM'lc,n ~"'IUNG ArpU.U
Roger H. HorgellLh"l 11 t"ISt 11g11 StreeL
C"rllsle, I'A 17013
Umit.d Eltat.
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1. Rool Elloto (Sth.dulo AI 11 )
2. Slod.. and Bond. (Sthodulo B) ( 2 )
3. eo.oly H.ld S'ocItJPonn."hlp Inl..oll (Sthodulo q ( 3 I
~. Mongag.. and No'.. Rocoivoblo (Sthodulo D) I ~ I
5. Ca.h. Ban~ D.po.;t. & Mhcollon.ou. P,"onol Propeny 15)
(Sthodulo EJ
6. Jointly Ownod Propony (Sthodulo F) ( 6 )
7. Tron.foll (Sthodulo G) ISchodul. l) ( 7 )
B. T 0101 Gran An... (10101 Uno. 1.7)
9. Fun.ral up.nlll. Adminiltrati't'. COlli, Milelllan.oul (9)
Expon.o. (Schodulo HI
10. Dob... Mongogo Uobilili.., U.n. (Sch.dulo I) (10)
11. TOlol Doduction. (Iotol Un.. 9 & 10)
12. Not Voluo of EIIOIO (Un. B minus Uno 11)
13. Choriloblo ond Goyommonlol Boqu.... (Schodulo JI
14. N.I Voluo Sub\octlo Tax (Uno 12 minu.lino 13)
15. Spou.ol Tronsfon (for do'o. of d.olh okor 6.30.9~)
S.. 'nltructlon1 for Af,plicoble Percentage an R.....,.. (15)
Sido. (Indudo yoluo. rom Schodulo K or Sthodulo M.I
16. Amount of Uno 1410xoblo at 6% roto (16)
(Indudo yolu.. from Sth.dulo K or Sch.dulo M.)
17. Amount of Uno U toxoblo 01 15% rato (17)
(Indud. yolu.. from 5th.dulo K or 5th.dulo M,)
18. Principol'ox duo (Add tax from lino. 15, 16 and 17,)
19. CrldilS Spaulal PO't'lny Clldi' Prior Paym.ntl
HI., 900. 00
~, 32). II
1.,486.M,
( 8)
90,225.77
1,139.17
5,625.63
lilt ,hUU.14
(11)
(121
(131
(141
1 ,000. 00
O.J,uuu. .L4
X._a
83,600.14
x .06 '"
5,016.01
x .15 '"
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(18)
5,016.01
DilCaunt Inlerl"
(19)
(20)
+ +
20. If Uno 191. groalor Ihon Uno 18, onl..lho diHoronco on Uno 20. Thi.l. Iho OVERPAYMENT.
aD
Check here il y-ou are requesting 0 refund af your overpayment.
'),016.01
(211
(21AI
(21BI
J.lJllJ.Ul
Act #48 of 1994 provide I for the r.ductlon of the tax rat.1 Impol.d on the n.t valu. of transferl to or for
the UI. of the IpOUI.. Th. ratel 01 pr.lcrlb.d by the statute will be:
. 3% (.03) will b. appllcabl. for eltatel of d.cedentl dying on or after 711/94 and b.for. 1/1/96
. 2% (.02) will b. appllcabl. for .stat.1 of d.ced.ntl dying on or after 1/1/96 and before 1/1/97
. 1% (.01) will b. applicable for estatu of deced.nts dying on or after 111/97 and before 1/1/98
. Spoulal transferl occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....)IN THE APPROPRIATE BLOCKS.
YES i NO
1. Did decedent make a transfer and:
Q. retain tho use or income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or ill income, ...............
t. .. I
c. re aln a reversIonary In erest; or ...................................................................................
d. receive the promise far life of either payments, benefils or carei .......................................
2. If death occurred an or before December 12, 1982. did decedent within two years preceding
death transfer property without receiving adequate considerationi If death ~c.:urred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration'..... ............................................................... ... .... ........................
3. Old decedent own an 'In trust for' bonk account at his or her deathL....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE ~c~~E,DUL.~,~ur{bND FILE IT AS PART OF THE RETURN.
I . :1)1::>
BS: ZJ m: JI~ f16.
~;'.: . , :3
I","ltJ
x
x
x
x
x
x
IrV.ISlorh 12"11
~
COMMONWfA1TH 0' PfNNSYlYANIA
INHlllrANc' rAX llrulN
11I1DINr DICIDIHr
SCHEDULE G
TRANSFERS
PLEASE PR'Nr OR rYPE
ESTATE OF
---~- FirE NUMBER
SCIIAEI'I'ER. 1I11rry
2J-%-06/./.
THIS SCHEDULE MUST BE COMPLETED AND FILED IFTHE ANSWER TO ANY OFTHE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCRIPTION OF PROPERTY EXCLUSION I TOTAL VALUE DECO. DOllAR VALUE
I~ Of DECEDENT'S
NUMBER Includ. nom. 0' ,,,. lIon,'"... Ilteit ,,/orlOnlhip 10 d."d.nl, dol. 0' "an.'", Of ASSET INTEREST
n/ll
TOTAL (Alia enler on line 7. RecopitulotionJ S 11
--
II' mOle 'pac. i, n..d.d, inllrl oddilional,h"" 0' lame ,i".}
...,,"IIU..,....
ITEM
NUMBER
A.
- B.
1.
1.
2.
~~
COMMQNWIAUlI 0' 'INNSYLVANIA
lNHlIlTANCl TAX UrolN
IISIDINT DIClDINT
SCHEDUU H
FUNERAL EXPENSES,
ADMINISTRAnvl COSTS AND
MISCELLANEOUS EXPENSES
P1.a.. Print or T .
SCIIAEI'I'ER, lIarry
DESCRIPTION
AMOUNT
Funlrol ExplnBI.1
(prepllld)
Admlnl.tratlvl CoItBI
Pononol Rlprellnlollve Commllllonl
Social SICUrity Numblr of Pononal Roprellntati...
Ylar Cammilllonl paid
Allornoy foil - Flower, MorgenLhal. !'lower ~ I.indsay
3,000.00
3. Family EXlmplion
Calmant Relolionlhip
Addrell 01 Claimant at decedenl'l deolh
Street Addrell
,4.
e.
1.
2.
3.
4.
S.
6.
7.
8.
City
SIal.
Zip Cod.
Prabare Fell - Register of IHlls, Cumberland County
258.00
Mllcellan,oul Explnll..
I'rederick ~ I'llir - cllr apprnisal
25.00
Cumberland Law Journal - advertisement
60.00
The Sentinel - advertisement
72.47
Notary - sale of relll estllte
2.00
Transfer Tax - sale of relll estate
849.00
WaterlSewer - South Hlddleton Township Hunlciplll Authorlty
54.99
I'lle lnherltance Tax Return
15.00
Reserve for Accountlng
150.00
TOTAL (Allo enfer on IIn. 9, Recapitulation)
(If mOrllpace il needld, inllrt addlllonollheet. of lam I 110.)
s
4,486.46
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SCHAEFFER, Hurry
FILE NUM8ER
21-')6-06"',
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Sprlnt - phone bill
53.38
2.
GI'U Energy
59.05
3.
Hobert Cairns, Tax Collector, 1996/97 School taxes
92 7.74
.. 4.
South Hiddleton Township Hunlclpnl Authority - w1lterlsewer
99.00
TOTAL (Also enle' on line 10. Rec.pitulatianl
S l,139.17
IIf mau ,pac. II n..a.d inn" ~odition.l 'MII.n at ume Ilul
u' Oll'an,U\HI ur IllJU~!lH, AHUUnIIAN UlVllOpu{lH
SUIL[M[NT STATEMEtlT
PAOl)
L. U1TUM(NT CHunu
roo tOTAL IAIUlllloun~~~~~!!
0""10/101 (o",,,,llIlon ~~!!~J~I~!!.. ____
101' 10
lDl'~-----'- --i~ .~=~.__
10) r.otnml1llOnp,Id,ISIIUlmllll
..,
eoo lUlU ,AYULl IN CONNECTION WlTH lOAN
PAIDUOM
IOARowru
'UNDUT
!\,mfUfN'
,lID,II0M
S(lUIU
rUHO,A'
S(1IUU(N'
I .
~!!!'p~I/\'I~_~
102 loan OoUG\lnl ."
fIO) APPI"III'n 10
.,. CI.d'I~~pof1 ___~____~
80S l.ndll',ln,plCllOl'lr.. 10
&06 1ol0f1Q.g.lnllll'I'IU Apphuhon '''10
.". Auumrllon'!!__ 10
...
801
1.0
all
;00 ITE"" UOUIAED BY UNDER TO IE PAID IN ADVANCE
00.
001
001
90.
90S
tOOJ RESERVES DE,OSITEDWllH LiNDER 'OR
\00\
\001
\001
.001
'Ii>>
1001
.001
'001
1100 T1TtECHAflOU
.~.
1101
110)
1104
11M
liD!
n01
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IlIlIIUlllom
UOf1l1lg.ln,ulln" Pllmlllm to'
lhufd II'IIIIIJI'IU Pl,mlum 101
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Llottll'a,,"lullne.
Clly p,or>tn, IIIU
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.
mo "I 1m.
.
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.
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[)Qcumenlpr'lllf.hOt\ 10
-----.------. - ._--
UoUryl.u 10 C.iu;Jl.- __ .____. u.._.______..__._.__
Allo,n."lu. 10 ROUCLM ,._t.IQ.I.g~ll!-lliLl___. _ _____._
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1101 TIII,III'UI'I\" 10 11. t. nci~uca ...~~.!!..q!.-_~g~~'~ ~~-:-comisto~
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1110 O..nl~~~'~~LJi1t_9..90.0~_--_-- ~ _____. _______ _
\Ill
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Ill)
noa QOVERNMENl RECQRDING ANDtl\AHSfER CIlAROES
nOI R'COld.nQ 1m Dud' 23. 50
1~2 C,I,ICOllnhl,lhllmp, nud ,S'4~-:-Oo-
UO]-s;;j;-I~;;,i;m;,--~o-;;dS04-9-:'(rO-
>>0'-"'-'.'- .-.- .-..~ .._~----_. -. ---..
~_..._ u___ __._ ___
IlOG ADDllIOHAl UTlULI(NT CHAROES
1)0\ 511"'1, 10
m2 PIII-:ni.-p<<l~on--'- -- -1;--- - - --.. --- -
:~: ._.-~.-w~tcr~ and. s-cwc:~ to..SflTM_ 9/1 u/%lo Ii/5/9u _.==__n
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""
2;oc
l.OU
P.O.C.
59R.
R"lnn'
""2~.~u
R49.00
~~~!~q! ~
lAol!~~~ . ._
UO'I~~~' ,
n4 .00
,..yy
11M 101AL UTIllWlHT CIIAROU 1.1'\111 on!oI\.,I01.nd !1t12, SItIIOn' J Jnd ~I
CllllflCATlDI
$1.474.00
$905.99
la.,.u..,..,II""." It.IlIlIO I h'''.'''' .1........ ...........1.1.., ............ ~ III'"'' ......... ......... ""IM""II~' 'It~U.'AII.I"'. My ICI""III" ""lIItIWl
..1"'11.... ,......... 1I"", .1I1~1.' .M..... I tU,..HUO """..""'1.._'"
- ..\5.Mb.:...\.::.~u.!~ ~C"\O. <.. \t.ill~~_ rJ.1~1_; {" ('.....'-,...~ c.a:i
...'...., '- ~I -r
?d~.~::~....~ ~R;:;.:~;:;:.~--/~.i?;;.~.~~~.~_._...w..~-_.~...-
:..n....IIftl..'I"'I. ....
.1t1..11t...,,,. II......".....'.I....".........II...UMI......I............,............. ,.....,.-.................................1t.."',1It hl'tIU.... IIIItIl U '.e...
&.:....1(1I1..."''1....1.
I1rv 1111""111...
summary of Houl Estuto Tronsoctlon
of
HU'l'It 1. IIUGENDUBLEH
November 5, 1996
FUNDS HECEIVED
$5,000.00
82,004 . 11
1.
2.
Deposit
Cash at Settlement
TOTAL FUNDS RECEIVED
$87,004.11
DISBURSEMENTS
Check #
1. Recorder of Deeds 1099 $849.00
2. Recorder of Deeds 1100 874.50
3. Cash 1101 4.00
4 . A.L. DeLuca, Esquire, Agent for
Conestoga Title Insurance Co. 598.00
5. South Middleton Township Municipal 1102 54.99
Authority
G. Estate of Harry Schaeffer 1103 84,624.12
TOTAL DISBURSEMENTS
$87,004.11
I'
t'-
DHo. AA 185011
U>;.'..,III4-9'1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OP REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
RECEIVED FROM:
i
ACN
ASSESSMENT P:'
CONTROL ...
NUMBER
AMOUNT
ROGER M ~IORGENTHAL ESQUIRE
101
":1,016.01
11 E HIGH STREET
CARLISLE, PA 17013
\- foeD Hill
I
I
I
I
I
I
,
,
lOtDHlI'
ESTATE INfORMATION:
~ FILE NUMBER
U 21-1'196-0644
!II NAME OF DECEDENT (LAST)
~ SCHAEFFER HARRY
~ DATE Of PAYMENT
Iii 0/9
m POSTMARK DATE
COUNTY
S5N J80-07-9959
(fiRST) (MI)
CUMBERLAND
DATE Of DEATH
7/ 9
REMARKS MAR I ON J SMYSER
KI;lTfiIORINE E CORNMAN
C/O ROger M. MOrgenthal
SEAL CHECKtI J 13
m TOTAL AMOUNT PAID
$5,OI6.0J
VZ
Esq\,1irc
"
RECEIVED BY ';r. ,tv" I,;, /1 <'. ' i/
, .' $/GNAl1';.::,' '. r-,
MARY C. LEWIS ,.(.1'11/;1'///1'0/-
REGISTER OF WILLS Y
REGISTER OF WI LLS
h -.- __, ..,,_ ,__. .___ '0_
f
-"'--
.. _. , ~..........-
-"-~aN. ~ J'~'" ".,.:.
15-/~7t] - 9
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.
'---'
BUREAU OF INDIUIDUAL TAXES
IHlI[RIIANC[ IAk DIVISION
O[PI, Zaoflol
ItARIIISaURC, PA IIlla.ObDI
NOTICE Of INHERITANCE TAX
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROGER M MORGENTHAL
11 E HIGH ST
CARLISLE PA 17013-1324
I
03-24-97
SCHAEFFER
07-24-96
21 96-0644
CUMBERLAND
101
A~Dunt R..itted
/~
rtfl~"
IIf-Ih'" ", """1
HARRY
MAKE CHECK PAYABLF. AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TMIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:is4i-Ei[-"Fji-ioi-:97riiii'ficE--o,,-i:-NHEifiTilNCE-YAX-APPRiI-isEif€iii'-;-"i.DiwiiiicE-iiii'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHAEFFER HARRY FILE NO. 21 96-0644 ACN 101 DATE 03-24-97
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. R..I est.t. (Schedule A)
2. Stock. and Bondi (Schedule OJ
3. Closely Hald stock/Partnership Intere.t (Schedule C)
4. Hartg.gel/Not8. Raceivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule GJ
8. Tot.l Asset.
APPROVED DEDUCTIONS AND EXEMPTIONS.
9. Funeral Expense./Ad.. Costs/Hisc. Expenses (Schedule HJ
10. Dobts/Mortglgo LIobllitlos/LIlns (Sch.dull I)
11. Tot.l Deductions
12. Nat Va1ua of TaK Raturn
13. Charitab1e/Governftentel Bequest. (Schedule J)
14. Nit VIlu. of Estltl Subj.ct to Tlx
NOTE.
1I)
(2)
(31
(41
IS)
(6)
(7)
(9)
lIO)
) CHANGED
84.900.00
.00
.00
.00
5.325.77
.00
.00
(8)
4,486.46
1.139.17
1I11
1I21
1I3)
1I4)
HOTE: To insure proper
credit to your eccount,
subftit the upper portion
of this form with your
taK paYllent.
90,225.77
~.6'~ 6~
84,600.14
1,000.00
83,600.14
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 .t Spousal rate (15)
16. AMount of Line 14 taKable at Lineal/Class A rate (16)
17. AMount of Line 14 tax.ble .t Coll.teral/CI.ss B rate 117)
18. PrincIpel Tax Due
TAX CREDITS:
PAVMENT
DATE
12-30-96
RECEIPT
NUHBER
AA185011
DISCOUNT (.)
INTEREST/PEN PAID (-)
.00
.00 X .00=
83,600.14 X .06=
.00 X .15=
1I81
AMOUNT PAID
5,016.01
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
5.016.01
.00
5,016.01
5,016.01
.00
.00
.00
IF TOTAL DUE IS LESS TNAN 'I, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), VOU MAV BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS.)
,! .,
1.1-
0
,-J
"
r- ,
,~. .J 5
rr Gu
RESERVATIONI E,tat.. of d.cadents dyinG on or b.for. D.c..bar 12, 1~8Z .. If eny future Inter..t In the ..t.t. I. tran,f.rrad
In pa.....lon or .njoy..nt to Cia.. a Ceollet.ral) ban.flclerlo. of the dacadent aft.r the .xplratlon of any a.tat. for
II'. or for y..r., the Co..anw.8Ith h.teby axpt.'llv r...r~.1 the right to apprals. and a.'... tran,f.r Inheritance Taxa.
at the lawful CI... a (calla'.ral) tata on any such future lnt.r..t.
PURPOSE Of
HOTICEI To fuLfill the reqult...nt. of S.ctlon 2140 of the Inherltanca and Estat. Tax Act, Act ZL of 1995. (12 P.S.
S.ct Ion 9140).
PAYHENTI Detach the top portion of thl. Hotlea and lub.lt with your pay..nt to the Ragl,ter of Wills printed on the t.var.. ,Ida.
""aka ch.ck or 80n.y order payable tOI REOISTER or WILLS, AGENT
REFUND (CR)I , r.fund of a tax cr.dit. which was not r.qu.sted on the Tax Return. .ay be requested by ca.pl.tlng an "Application
for Refund of P.nnsylvanla Inh.rltanc. and E.tat. Tax" (REY.1111). Applications ar. avallabl. at the Offlc.
of the R.gist.r of WilL.. any of the Zl R.v.nu. District Offlc.., or by calLing the .p.clal 24.hour
an.w.rlng ..rulc. nu.b.r. for for.. ard.rlng: In P.nn.yluanla 1.800.16Z-Z050. out.ld. P.nn.ylvanla and
within lacal Harrl.burg ar.a (111) 181.8094. TOOl (111) 112.Z2S2 CH.arlng lapalr.d Only).
OBJECTIONS: Any party In Int.r..t not .atl.fl.d with the .ppr.I....nt. .llowanc. or dl.allawanc. of d.ductlon., or ........nt
of t.x Clncludlng di.caunt or Int.r..t) al Ihown on thl. Notlc. au.t Object within .Ixty (60) day. of r.c.lpt of
this NaUce by:
..wrltt.n prat.lt to the PA O.part..nt of R.v.nu., Board of App.al., o.pt. 281021, Harrl.burg, PA
...l.ctlon to have the .att.r d.t.r.ln.d at audit of the account of the p.rsonal r.pr...ntatlv.,
..app.al to the Orphan.' Court.
11128.10ZL.
OR
DR
AOHIN
ISTRAlIVE
CORRECTIONS I
r.ctual .rrar. dlscav.r.d on thl. a.......nt .hould b. addr....d In writing to: PA D.parta.nt of R.v.nu..
Bur..u of Indlvldu.L T.x.l. ATTN: Pa.t A.......nt R.vl.w Unit. O.pt. 280601, H.rrlsburg. PA 11128.0601
PhOne (117) 787'6505. S.. page 5 of the bookl.t "Instruction. far Inh.rlt.nc. Tax R.turn for a R..ld.nt
D.c.d.nt" CREY.1501) for an .xplanatlan of .d.lnl.tr.tlv.Ly corr.ctabl. .rror..
DISCOUNT:
If any t.. due is paid within thr.. Cll c.l.ndar eanth. aft.r the d.c.d.nt'. d..th, a flv. p.rc.nt C5~) discount of
the ta. paid I. allow.d.
PENAlTY:
Th. 15~ tax ..n..ty non.particlpatlon penaLty I. co.put.d on the tot.1 of the t.x .nd lnt.r..t .......d, .nd not
paid b.far. Janu.ry IS, 1996. the flr.t day .ft.r the .nd of the tax ..n..ty p.rlod, Thi. nan-participation
p.nalty I. .pp.alabl. in the .... .ann.r and In the the .... tl.. p.rlod .s you would .pp.al the t.x .nd Int.r..t
th.t h.. b..n .......d .s Indlc.t.d on thl. not Ie..
tNTEREST:
Int.r.st I. ch.rg.d b.glnnlng with flr.t day of d.llnquency. or nln. (9) .onth. .nd on. (1) day fro. the data of
d.ath. to the date of pay..nt. Tax.. which bec... d.llnqu.nt befar. Janu.ry 1, 1982 b.ar Int.r..t at the r.t. of
Ilx (6~) p.rc.nt p.r annu. c.lcul.ted .t . dally rat. of ,000164. All t.x.s which b.ca.. d.llnquent on and .ft.r
Janu.ry 1. 1982 will be.r Int.r..t .t a rat. which will vary fro. caL.ndar yo.r to cal.ndar year with th.t rat.
announc.d by the PA Dep.rt..nt of Rovonu.. Th. appllcabl. Intor..t r.t.. for 1982 through L997 .r.:
'!!!! Int.r..t R.t. Dally Inter..t ractor :!!!! Int.r..t Rat. DlIllv Interut ractor
1982 ZOX .000548 1987 .~ .000247
1981 16~ .000438 19118.1991 11~ .000101
1984 1I~ .000101 1992 .~ .0002401
1985 13;( .000356 1991-1994 ]X .000192
L986 10:< .000274 1995-1997 9~ .000247
utnt.r..t Is calculat.d .. falLow.:
INTEREST = BALANCE Dr TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEREST rACTOR
..Any Notlc. I..u.d aft.r the t.x b.ca... d.Llnqu.nt wilL r.fl.ct an Int.r..t calculation to fift.on tL51 day.
b.yond the date of the .....s..nt. If pay..nt I. ..d. aft.r the Int.r..t co.put.tlon data .hown on the
Hatlc., .ddltlonal Int.r..t au.t b. c.lcuLat.d.
.....-
--~,...