HomeMy WebLinkAbout96-00645
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PETITION "'OH PlwnATE IIlld GHANT ()to' LETTEHS
No,. ,.:{ / ~ q(p .:4>Y...i._.___
In:
l{e~i'ler "I \\,,1" 101 Ihe
CoUUI) ol.Gl,Il\\e.,"~~LjN!-, in Ihe
('tHlll11lll\\\\.'alth of IJcnf\\yl\'nnia
_.'_.___ _ _ _. .__. .U_,_ .__ ,~_.. ,..~_..._ _ ,.' /),I{I"""'II.
-,,,dill .\,"""/(Y S/I. .?().? -',..L 'z~__8 7.3,:;-.__
nlC I'elllion ollhe und"I,i~ned re'l'e"lIulI} rel'lewnl' Ihal:
"011I l'elilloner('I. \\ho h ilre IN },'a" ul iI~e 01 oldel anlhe e\e"nl 01'..... .__.________ named
inlhe la'l \\ ill ollhe illlIlIe de",'del11. dilled .___'" .. . ," ..._.,y.P-"~!J.!'.~. L . 11J..1..'L-
ilnd ","hdll') dilled ...__.A.<<(rI.l~.L-.:;J;.jf.J'Jl.-- ......-----
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l'l.ll~' rdC\ill\I ~"I..:lllll~lall..:...'. ,,',V Il'IlUlldallllll, d....tlh ul c\nUlIll, (1t,;.1
De.:endenl "ii' domilOllc,l al deillh in _~ /4 fl10 G R t..'!..."'!!... _ _ CounlY. Pennsylvania. with
h t:~__ ""tl~ll1il) or I'rin.:;pal re,iden", al_il.$J_lf.i'!..s:r t:R.E~IJ!!ODl> 'D/<<. B'/-.
_C-/Tt!tlL.tI1 ~LLt$el?R./lG'tJ.r-/?/LJ. 7 D II
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Dc.:endenl. Ih.:n ___7L, 1<"" 01 "~e. <Iie<l__../.JU.L.....<<S .19 91.
at ...Le I1-l>Ele....IY..M~~J.!J&__Iip.It//L,_C./1fl4l.~
b,e!,1 ", 1,'1h"". decedent did nOlmarrl'. wa, nol divorced and did nOI have a child born or adopted
alter e\c.:mionollhe \\i11 of Ie red for probal<: wa' nOllhe victim of a killin~ and was never adjudicaled
in~nlllp~I,.'nl :
Dc.:el1llcnl al dealh owned property \\ilh "'Iimated valucs II' follow';
(If domi.:ikd in Pa.) I\lIl'e1\onal prope1l1
(If not domiciled in I'll.) I'er,onal property in l'elll1,}hania
(II not domicikd in Pa.) I'er,onal property in CounlY
""hll' ~lr real .:'tall: ill Pcnn,yhania
,ituall.:d a... 1'011..)\\..: NDN~
s 1m fh.~ ~.s; 000"-
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\\ III:KU'IlRE. pelilioner(" re,peClfully reque'H') Ihe probate of Ihe la,1 will and eodicil(s)
I'le,emed l"'re\\lIh and Ihe ~r:onlof IClle"._-rtS'T1IlJ}eNmfl,/
1:~"I;In,cnlar~; .llh111n1'I;;lIIl111 ":.1..1_: adnllnl\tT31ion d.h.n.i:.I.II.)
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OATH OF PEHSONAL HEPHESENTATlVE
(,O:\I:\IO:'llWEAI.T11 OF I)E:'Il~S\'I.V Ai'iIA I 'S
cm :'lOT\' OF ....J!,./JJlII.}J:Kf-IINl> - ]' <;
1 he !'eI1IUlI1er(" ;t1'"'e.nal1lcd "'e~r(,) '>r aflirl1l(') thai the \lalel1lelll' inlhe foregoing pelilion i1re
IfU,' .111.1 "III,',II\.lh< l1e,1 llllhe ~,\(\,'lcdge IInd helief of pelilioner(,) and thaI as p,,,onal represen.
1aII\,'I'.I,'1 Ih,' IIhll'" ,"'",delll l'eli;lIl1..'r(,) "ill \\ell and trull' IIdl1linijler Ihe e'lale according to la\\'.
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hChlll.' !l1!. till' _ ~ _ _16 _ _ _ _ 4\.\\ of - .
-lIUgustt,I4''U,- ___;._ __ 1~.....9..6~
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Mary e. W1S , 11(,,1'"'' "1':1
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Nil.
21-96-64 5
Esllll~ III'
Dorothy E. Snoke,lI/k/ll lbrothy Snoke
, n~ccllsed
nECIU:E OF PlmnATE ANn (;I~ANT OF LETTERS
AND NO\\' _^ugust 19, Il)_~.. in Clln~idcrallon of the petition on
the rCl'cr~e ,ide hereof, ~ali\factury proof hal'lng hccn pre,ellle" hefurc me,
IT IS DECREED thai the i11~tnnnen'('1 dilled NovE'rnber ~,}979
dc~cribed therein he mlmincd 10 plllhate and filed of recurd a, the It", will of
Dorothy E. Snoke,a/k/a Dorothy Snoke
and LCller~ Testamentary
Barry Snoke,a/k/a Ivan B. Snokci-----
are hereby graote" to
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( R<gl\lcr 01 Will. Mary C. Lew~s
,
FEES
f!I~AIJ E. ~:oc
AlTORNEY (Sup. Ct. I,D. No,) (3~S/.3)
::j w. Intt;" St. mec~M;es),u~A 170sr
ADDRESS
Probate. Lellers. Ete. .........
Sbort Certifica'e~('I ) . . . . . . . . . ,
~~~~g~~ti1~ r . , . . . . . . . . . . . . .
Codicial
JCP
Filcd
S lI5.00
S 12.00
S
S 3.00
TOTAL _ S 10.50
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$145.50
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Letters and Order mailed to ^ttorney on 8-20-96.
21-96-645
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LAST HILL AND TEST/\NEN1'
I, DORarlrv E. SNOKE, of Hormh'yshtll'/'" Cumberland Cuunty,
Pennsylvania, hl'ing of sound mind, nWlnory and underfltandtng, clo
make, publish and dec1llre this .1S and for my laflt will and
testament, hereby revoking and nVlking voId nil former willll by
me at any time heretofore made.
FIRST. I direct a 11 my just debts IInd funeral expenllell,
including all in'leritance taxes that may be Illlllellsed against my
elltate, be fully paid and Ilatisfied out of my estllte hy my personal
representative hereinafter named as floon as conveniently may be done
after my decease.
SECOND. I give and bequeat1l my diamond ring to my niece, Rebecca
Teddar.
THIRD. I give and bequeatl, my square marble top tahle and Reyo
lamp to my brother, Barry Snoke.
FOURTH. I give and hequeath my oval m.1rble top table and four
silver crystal gohlets to my nephew, Thomas Lovell.
FIFTH. I give and bequeath my hlanket chest to my nephew,
Edward Lovell.
SIXTH. I give /lnd bequeath my fenther glasfl and my Umber oil
painting to my sister, Geraldine Steever.
SEVENTH. I give and heqm'ath my Norman Rockwell pllltes to my
sister-in-law, Mary Snoke.
EIGHTH. I give and bequellth nIl my Hummels I and my mantle clock
to my sister, Emma Lou Lovell.
NINTH. T ~i\.(' nnrl l~P'1t1f"'..,tl~ r_:~ ~(\f'r~;ri"'O~ d. i., gn1d rr:1fT1C' .1nd
my two carnival glaflfl diflhes (footed) to my niece, Sue Nl"\~ml1n.
TENTH. I give and bequcllth my fruit oil painting, my green
depression glass dish on a pedelltal and my organ to my niece,
Melinda Werkheiser.
21-96-645
ImGISTER OF WILI.S 01' COUNTY
OATH OF SUnSCRIIUNG WITNESS
codicil
(each) u subscribing witness to the will presented herewith, (each) heing duly lJuulified ueeording 10
law, depose(s) and say(s) lhul presenlund saw
the lestat , sign lhe same and Ihat signed as a witness atlhe
requesl of lestat_ in 11- presence and (inlhe presence of each other) (in the presence of the
other subscribing wilness(es)).
Sworn 10 ur affirmed and subscribed before
me Ihis day of
19_
(Name)
IAddress)
Rcgislcr
(Namc)
(Addrcss)
REGISTER OF WILLS OF CUmberland COUNTY
OATH OF NON-SUBSCRIBING WITNESS
ElTrna Lou Lovell
(each) a subscribcr herelo, (each) being duly qualified according 10 law, depose(s) and say(s) Ihat
She is familiar with the signalure of Dorothy E.Snoke,a/k/a ,
Dorothy Snoke codicil
testatrix of (1lm<~>dlllXX\IbSC~)(H) lhe & will
lhal She
presented herewith and
codicil
believes the signature onlhe will is in Ihe handwriting of
Doro~hy E.Snoke,a/k/a Dorot~y Snoke
10 the best of her know;edge and belief.
Sworn \0 or affirmeQ,and subscribed before
/7;1 / /
melitis /'I,'r,.t""LJ day of
/J:-. ( .1 19 (i c:~
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REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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HllSREIURHMUST BE nLEDINOIlrlM':^1E WIlU HIE
REGISTER OF WILLS
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J&;! 01 OriqimtlRt'tum 5U '2 Surrler1l('I't.,lR~tum 0 3 R"m:lin~flrRclu,"I~"'.nf""""'l""""'l'l'~n
~ I B 0 4 llmnPd E!.I~If! [] 4ft Fulme InlereslCompromise Idl!eol601lltl1"\'.f 11tH" 0 5 Fednral Eslale Tax Refilm Rellu!rr.d
Q f ~ 0 6 OP.cedenlOied Tcst.,le 1"'ft."h('T,(lI~'''.1 0 7. Decedent Malnt.,ined allYing TnI511.r:rhr~,tifrll'.l} __ 8 Tolill Utlmberol Sale Depo~itaOJcs
~ 0 9 Lllg.lion Pllle.eds ROO!Iv.d 010 Spousal Pov.rlyCfedlll'''d'..",,,,~,,, 1111 """"" 0 1,. Ek!ct~"lota, under S.c 9113(Ail"'~h"hu,
!Z THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
'" PIAJ.1f :J.' CO.II'l[lEIAAJtltlGAOOllrSS
~ 1~'I1N ;::'/1;'2((1' 0'YLlI<€ FI't:t..' (. ..)i:-rl'(lEr' Dplv(
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1 R..IE".'n,Sch"'"lnAI (II
2 Slocko .nd Bonds ISllled"le BI (.4 r 1M r"' l)C' '" IIfl
3 Clo~e'y Held Corporation.Partnf!rship or Solo Proprietorship (3)
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4 Morlq:lg.' & Nol., Rl!O!..ble ISch.dule 01
5 Cash, Bank D.pos~' & Misa>n.noous P."on.' Proporly
(Schodulo E)
6 Join'~ Owned PlOporly (Schedulo FI
llnler.Vivos Transfers & Mis~n;meous Non.Probate Property
ISrJledulo G 0' L)
8 Tol.IG,o.. Amllllotallln., 1.7) 0.4'1 W'T 7 I:,?
9 Fun...1 E.pons., & Ad",nlsl,.I". COS" (Scbedule H)
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10 DeblS 01 Dered.nl, Mor1g:lge Ltabililio', & Liens (Schedule II (10)
11. Tol.1 D.ducllonl(lotal Line, 9 & 101
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t3. Charitable f1M Government'" Beq1lcstslSec91 t3Trusts for which iH1 election 10 l.iu has not becn
m.rte (Schedule J)
14. N,I V.lu. SubJectto TuILln. 12 minu' Line 13)
15. Amnunl 01 Ii.. 14ta..ble
at the ~pousalta. ralp. I I
SeP.!nslrudions on revel!e side lor applicable percenlltgl!
16 Amnunl oline 141...ble
~16%,.le
17. Amnunlolll" 14 ~1J~b'"
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(12)
(13)
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> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
U'Y1M~~nf~rry,I""'I:Wl!ItI."t1I"lhe~l~th"l~tuI".iIlet\l'1inqR";C~"I'lQ"hl!dulMInISL~ls.lnIlOthebMldmy'~ww1tw>1"" ili"i11'l1l!.[l"f'tw:llJ'V1('~1ft 't:l;tt3lnlClfP'PP'No!tlf'!
~:Il..II:!~~~L!!!Ull-~onlllllfl~~w.hIehJ!P~ - I) 1 () S~____~
~IGIIA1UR1?FPERSDNRESP~ISIBLEF FILlllGRETU~" ADORES,), _ _ ."\l: C H"NTTmt'rrr-T, DA~TE
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SIGIIATURE OF PREPARER OiliER THAN REPRESEtHA ADDRESS DAlE
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Decedent's Complete Address: ___JJJ" f( U r 1./ '( L ~_' 7. 'I 8 [; r 1-1
S111111m',,~, '~~_,E (!Ptd.Lw'(ll'() I)RI,ILIf_,il~-.!L
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Tax Payments and CredltB:
1. T,,, 0110. (page I lIlIe lR)
2. CII'dil'/P"yrnrnl'
A. SJlOl"~1 Povelly Clod,l
8. Prior Paymenls
C Discollnl
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3 InIPfr"IPenally iI applic"h1e
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ToI.'C,edrls (A. 8. C) (2)
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
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72 P,S, ~9116 (a) (1,1) (I) provided for the reducllon 01 the tax rate Imposed on Ihe nel value of transfers 10 or for the use of the
surviving spouse from 6% to 3% for dates of daath on or aner July 1. 1994 and before January 1. 1995.
72 P.S, ~9116 (a) (1,1) (Ii) provided for the reducllon of Ihe rate Imposed on the nel value of transfers to or for the use of the surviving
spouse from 3% 100% for dales 01 dealh on or aner January 1. 1995. The slalule does not exempt a transfer to a surviving spouse
from tax. and the stalulory requirements for disclosure of assets and filing a tax relurn are stili applicable even If the surviving spouse
fA the only beneRclary,
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TOI~lInleresl/P.n.lly (0' E I (3)
4. II line 21s glealer Ih~n line 1 . Iin. 3, enler Ihe difference. This Is Ihe OVERPAYMENT.
ChBCk box on P.gBl L1n. 18 to r&quelt. refund (4)
5. If line 1 . line 31s gleale. Ihan line 2, enler Ihe diffelen=e. This Is Ihe TAX DUE. (5)
A. Enler Ihe Inleresl on Ihe la' due. (SA)
8. Enler Ihe 101~1 of line 5 . SA. This Is Ihe BALANCE DUE. (58)
Maka Chack Payable 10: REGISTER OF WILLS, AGENT
"-' , - ---.---. -"" -.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make a transfer end: Yes
a. relaln the use or Income of the property Iransferred; .........'......,..............,......,..,..,........,.......0
[>, releln the right to deslgnale who shall use the proparty transferred pr lis Income; ..........,..... 0
c, ralaln a reversionary Inlerasl; or......,............,....,..........,............,........,....,........",................,.. 0
d, receive Ihe promise for life of ellher paymenls, benefils or care? ......................................... 0
2. If dealh occurred on or before December 12. 1982. did decedenl wllhln two years
preceding dealh transfer property wllhoul receiving adaquale conslderallon? If dealh occurred
aner December 12. 1982. did decedentlransfer property wllhln one year of dealh wllhoul
receiving Rdequala conslderallon? ..,..,""'''',.."....,...,,,,,,,,....,,..,,,........,,...,,..,,,,,,,,,,,",.........,,'..... 0
3. Old dacedenl own an 'Intrust for' or payable upon dealh bank accounl or securlly
at his or her dealh? "",.."..,',..,....,',.,,,....,....,,,.,,,,.,,..,,,,..,..,......,,',...."..,....."..""...""..".."..", .,..,.0
4, Old decedent own an Individual rellremenl accounl, annully. or olher non.probale property?.... 0
FOR DATES OF DEATH ON OR AFTER JANUARY 1. 1995. Please answer Ihe following quesllon by placing an .x'ln the
npproprlale space,
Old Ihe decedent create a trust or similar arrangement which Is solely for the surviving spouse's banen! for his or her entire
lifetime? Yes 0 No D5 .
If you answered yes 10 the above queslion. Ihe tax on Ihe Irust or similar arrangemenlls poslponed unlillhe dealh of Ihe second
spouse, al which lime II will be fully laxable at the rale(s) applicable 10 Ihe remainder beneficlary(les), Enler the value of Ihe lrusl on
Schedule J. Part II, In order to remove It from the calculallon of the lax due in Ihls eslale, You may wish to file Schedule 0 in order 10
make Ihe eleelion RVRilable under Secllon 9113, If Ihe elecllon Is made, the Irusl or similar arrangement is laxed In Ihe eslala 01 the
firsl decedenl spouse. Ihe portion ollhe Irusl or similar errangement which beneRls Ihe surviving spouse Is taxed al the zero lax rate.
Rnd Ihe rem~lnder Is laxed Rllhe rale(s) applicable 10 Ihe remainder beneficlary(les). If you choose 10 make Ihe elecllon. you must
n!lnch Seh~dllle 0 10 n IImely.Rled lax relurn, along wllh Schedule(s) K andlor M In order 10 show Ihe apportion men I of the trusl or
similar arrnngp.m~nl helweenlhe surviving spollse Rnd Ihe remelnder beneRciary(les),
-
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20. If Line 19 j, gltloler than line 18, enler the difference on line 20. Thil j,the OVERPAYMENT.
a D....:T:n!WIil,II,.I...L.I'..IJ..,.I.I.I~'IIII~...',Im:r.n..TI.I.I.......c.IJ!.l!.1.~"I'JII
21. If line 18 j, grealer Ihon line 19. enler the difference on line 21. Thi, illh., TAX DUE.
A. Enter the inler.", on the balance due on lino 21A.
B. Enter the lolal 0' line 21 and 2' A on line 218. Thj, i, the BALANCE DUE.
Make Check Po,:,obl. 10: Reglst., a. Will,. Ag.n'
>- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Und., p.noll;., 01 p.rjury. I d.do,. Iholl ho,. uom;n.d th;, ,alu,n. ;ndud;ng o<company;ng "h.dul., and ,'otam.nh. and 10 Iha b." 01 my knowl.dg. and b.l;al.
" ;, true, co".ct and compl.,.- 1 dado,a Ihal 011 ,aal a,lo'a ho, ba.n "po".d at trua ma,lal ,olue Oedo,o,;an 01 p,apo,er o'ha' than the penonal,apra,anlo';" ;,
bOled on 011 information of ith preparer ho\ Dny ~nowledge.
SIQNA1U E Of ~""aN""PO - 'k""NG ",l~"~ :, '00"''' lo JEI'F!ic)t-'ll~-:-------_u------------ .-----..- oi"--'1oZ_'7--
0':.r!_- __.lSL1.--------JY\E:CH(lo N 1~~e.~RC:r,'t>1t \'\0 S'.{ n_ --- -- ------ ------
"GN~~a' "A"" alH" IH'" '''''' "" '00''''.:1. IN, r?A-tN e,T. 0'"
_~h ~___.._rn~CHMJICS~U..fl.c.-, PA: 170SS: 1{'_'_=~7___u
R[V.I~OO (lit I""'l
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i fOR OATES Of DEAtH AnU 12/31191 CHECK HUE
IF A SPOUSAL
POVERTY CRIDIIIS CLAIMID I ]
fill NUMBIR
.:J./
,,~:1~}~
_'fJJ-
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COUNTY CODE
91.,
&"l/~
COMMONWfA\fti Of Pltlt~~lt""ut"
DfP.u:TMfNlOf IUV(NUI
O{PI 180hOl
_,,!~Il_RIS_~~~_G! PAI1I~8 OMI
OIClOttlT'!1 t~"MlltA!lt. IIUI, A,m MllllHI Hll!lAl1
.sIlPKG 'Do(07WY E'.
W<~';f~U:";~M~(' i7 ~~__ \""7: ~;: f&, . \",";':;'9-~ ~
I' ,,,,,,,,,,, ''''''..u 'All;"'" "":':':: ..~__ \'.~(~' ~/;' 'HIM'"
~ 1. Original Return r J 2. Supplemental Return
o .4. limited E.lale Ll 40. future lnlere.' Campromj,e
I'or dole' of death ollor 12.12.82)
~ 6. Decedent Died T"llole rJ 7. Decedent Maintained a living Tru,t
(Attach copy of Willi (Auoch copy of Tru"l
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
Y[AR
I.UMBER
lJl(llJltll ':I (u....~lfll AUtlRl\':I
251 J:A5T Ct?E5TWP"P 1)1('. 8'1-
Ctfll1P H'LI., 1'1/ 17/J/1
("."'f'M~,~~:~;;~fc"a': - -_~~-
[ ] 3. Remainder Return
Ilor dOIlU of death prior to 12.13.821
o 5. Federal E.,ale Tolt Return Required
-L 8. Tolal Number of Safe Deposit Bou'
(OMPLHf M....lllNG AOORUS
N....Mf
(J-IA!ef.E,S IF. ,SHIEl-OS 1J[.
lUHHONf NUMllR
7(p(, - 0:;'09
:z. w. I11I4/N .5-r.
I11ECHAIIJIC.5.sll/t(;/ ~.-I 17oSS'
(11 ____,,_5!--------
(2 1 ___5'!; s..! ~ If' ---
(3) &1
(4)_ 0
(51 ~111_(,~3.iI
z:
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S
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0:
1. R.ol E,to'. (Schadule A)
2, S'ock, and Bond, (Sch.dule BI
3. Closoly Held Slack/Partnership Inlerosl (Schedule q
A. Mortgages and Noles Receivable (Schedule 0)
5. Cosh, Bank Oepa.ih & Miscellaneous Perlonal Property
(Sch.dule EI
6. Jointly Owned Plaper1y (Schedule f)
7. Tranol... (Sch.dul. GI(Sch.dul. L)
8. Tolol Gran Au.IS (lolollinos '.7)
9. funeral bpen"" Admini.trative COlU. MilCelloneous
Expense, (Schedule H)
10. o.oU, Martgoge liabilities, liens (Schedule I)
11. Tolol Deductions (lolallinos q & 10)
12. Nel Value of estate (Une 8 minus Une ")
'3. Charitable and Governmental Bequests (Schedule JI
14. Nel Value Subject 10 Ta..IUne 12 minus line 13)
15. Spousal Transfers (far dotes of dealh after 6.30.94)
See Instructions for Applicable Percentage on Re'lerse
Side. (Include values ham Schedule K or Schedule M.)
16. Amaunl of line '4 to..able at 6% rote
(Include values from Schedule K or Schedule M.I
17. Amaunl of line 14 ta..able at 15% rote
(Include values from Schedule K or Schedule M.)
18. Principal tOIt due (Add 10" Irom lines 15, 16 and 17.)
'9. Credits Spoulol Pa'lerty Credit Priol Payments
__~___ + _P.._
(191
(20)
o
"
(61
(71 -
~'3 ;uG.Z7
,
(B)
1- 7. 7D4. s:;
,. ISO.7:5
(9)
(101
,:
(11) 7, BSS.I()
(121 ~S'. ,%3. 17
.
(131 0
(14) ... 55, .:3"':3.17
o
o
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(15)
o
.pe '3.'1,). r.7
11
__~J_~95.107
o
.-.._._~~-~--~-
o
(16)
(171
_________y__________x _06 =
1- .f.s,_:301.'-...'I.L-x _15 =
(IB)
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+ ____ ____C>____ -
(21)
(21AI
(21BI
~
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o
~i,_ Z '1$',-"'7------=
Act .48 of 1994 provides for the reduction of the tox role I impoled on the net volue of tronlfe,. to or for
the ule of the IpOUII. The rates 01 prelcrlbed by Ihe statute will be:
e 3% (.031 will be applicable for eltates of decedents dying on or after 7/1/94 and before 1/1/96
e 2% (.021 will be applicable for estate. of decedents dying on or after 111196 and before 111197
e 1% (.011 will be applicable for eltalel of deced.nts dying on or after 1/1/97 and before 111/98
. Spoulal trande,. occurring on or after 1/1198 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS.
1. Did decedent make 0 Ironsfer ond:
YES NO.
'x
X
X'
)(
X
'K
)<
a. relain the use or income of the properly Ironslerred, .......................................................
b. retoin Ihe right to designate who sholl use the properly tronsferred or its income, ...............
c. retoin 0 reversionary interesl; or ...................................................................................
d. receive the promise for life 01 either poymenls, beneFits or core? .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
dealh transfer properly without receiving odequole consideration? If death occurred alter
December 12, 1982, did decedent Iransler properly within one year of deoth withoul receiving
adequole consideration? ............................ .................................................. .....................
3. Did decedenl own on 'in Irust far' bonk occounl at his or her death?.....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
('l
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(OMMOt~WIAW' Of rflHl~nVANI"
INIURIIAU(( fAl RITtJllt~
U~IOW!I!((lI"'lI
.-._..__.__.,~. ;.-.
ESTATE OF
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
'Dote 0 TII Y K.
.5NtJKE:
-- II I . d with Rlghi-~i S';r~I~~,~hlp."'U;lb~ dl;;'o..d on Sch.dul.F:I.
(All plop.rly ~~y.ow-"~..._. __...__ ......._ _.... ..._.
ITEM DESCRIPTION
NUMBER
I.
a.
.3.
IIN 'fi;uCH Cmcrllls
98 .s/,. &H(I1(~'1 ~fK,
11M. 74./. ~ ~1.
9 ~I,. &IItHlM :!S1i<.
,4/)/~~1 'TEctl
/ss .sh. &111111/ sit
CU~II' JJ: tJ30 'i $1{ 10 I
H; '1'1.15 ~'I~.I'2S 6.ve.-I{u,Q
C.u.slP #" 009'{9 r 10
II,' 3/.6 L. 30.12S'
:J 1- 96 - "''IS"
VALUE AT DATE
OF DEATH
o
"
4".- .3o.81S= ~OI9.(,,3
CQ~/P {I'
~
1(,' 53,"37S" LD S/.'i7$" 4Ve."S..?b 'S:: '17.3.6.3
CU,5IP F
1.(; :n. "'2S /.0 iJ7.lJ()
:;,BC CDntm LUlie/! T~ollJS
6.c,ip"" '8'1S333 10.3
" ,.
157~. (jIltIllM.sfk. 11,' '19.5 Lo "'0.'25" A~.: Jf9.o S'" 7,?o~.8/
U.S. wE.sT ~ O/)IHMUNICllnOA)S f!rT&Ju(J
CU6,'P 'II: 9/~f3B' 10 ~ 'it
Ip(, ~~. &1fI1/1'~ 5fk. 1-1/ 031 ~ 3p,37S 'we. = ~o, S7S-:.q:iS.? 811
{}.$. W/?5, ~ #t€DII1 (;/eouP C~"p ofF '111. ee~ Jo,
Ibfg sl,. &//InllJf/ Sf/(. II; If..' 2"; La I" Cl ve. = I'. 3/zS- ~ ,\ 7 '29. 1.3
f.
8elL. 1/1ZIIN TIC
b 9 "h. &II(/lI1h 6tK.
Cus/P # D77'1S3 ID 'I
Hi Sf]. I Z 5 I..D !Jr., ~ 75' ,,~. = ~7.S()
S, BE/./. SO{).TH CtI$11' ~ 0798/,0 It; z
c
~3e. sh. t!olHMPh sf/< Hi 67.375' /.p "to.()/) av/:o: "'.f,
,.
I'IYIIIEX {4$11'.t/: "7068 10 0
/II 6h. &I/(/H", sfk. H,' Jf2,S /.D IfI.lD'Z~
7.
,o,i~/;:/C retests
loil .::l~. &/JIl1Iht oM'.
S"uffWt:06k." Bell a.{4
e.
'I.
10.
1/.
~
.:: ~S~. Sf.
1
.3, "G 7.$
~
lP If, ",J,?'I
11
5.:: .:),SYtJ.SlJ
LIACEfo/T n;C#NoL06-IES CUSIP 0# .s'l-~%.3 /0 7
IS s4. a,/lfh\DI/ ~fK. IIi 3S.2S' lD ..3'f.ZS aloe.='3~7S .:: ":;2/.l.S-
TOTAL (Also enter on line 2. Recapitulation)
(II more space is neeeled, insert additional sheets 0' some size.)
s 5/ S plf. '/6
.IY'~I"lr"l
ESTATE OF
~~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWUUU 0' PfNNSYlVANIA
IHHIIITAHCI 'AlC InUIN
IIIID!~T DlflDINT
"D~,etJ Tit Y
E.
._ __ .__ . Plo~'e -"rinl or Ty!,o _
FILE NUMBER
,;(1- 96 - tJt,'1S"
s,v"i< E
(All prop.rty lolnlly.own.d with ,h. RIghi of Surwlwouhlp mUll b. dlnt...d on Sch.dule ,~
ITEM
NUMBER
I.
DESCRIPTION
.;(.
Pef$()//Q! Chuj(;')! !lCClJu,d
# .:J.5tR -/P' - J,!S8tJ
(Sa. Idltr II #tt clwl)
~k of (Jersona /1;- by
./ /J/el!M &It~ /lcd.
ChuGX' /3rid(er, a.u.ch'on...r
$.
/9'10 J)o06E ~4a'"W" AuJ'MDh;le
(see Y4!U4f,'on telle,. IrD'" Cu..rnb. Valley 1l10hJr.s)
N"rmlM R"ekwell Pia hs
(::,u V,dU4iol/ frv,,,, Had/fllll1 Rart. t?8;"s,elr.. nllac.hw)
'I:
~-.
,.
p/q' 8/Q,,/:'et Chest
0,'/ fJa;nh'l/7s: Q. /ruN
h. Shack
lIummel Plaits
(.set!. e$f;'m4Te Df (}J,ud< 8r,'c.Ktf',t1IJd;Dnat', qlfaclwl)
IIFea-Mer I' G/4f,Se.s
Green (Jede.st4/ defms;ot1 J~SSI!.S
D;nil1J /("0111 Suik! &nltr. &p6Dllrd, I/ukh, 7461e
. (/ / Four Chlirs. '
:Sf',1-0011 (Rt(JrDtlJt c;hon /" me/II;)
8et/spt"ue!
IImerican L~;fJ" (J~d(
1.
g.
'1.
/0.
1/.
12. .
I~.
VALUE AT
DATE OF DEATH
tt _
If, 3 70. 5~
t
;.2, ottJ~..zS'
~.3 J ~Sf). OD
"I S3. o/)
rt
/tJo. DO
,..~'Z'. =
'-.4'0
~....
...
$0. 00
"/00. po
fl ,;]0. DO
II
~ 000. DC
P.., DO
~o.
7
~-. DO
~
5". (KJ
TOTAL (Also onler on line 5, Reca i1ulotlon) S II, (':l 3. e I
(Attach odditionol8\oC," )( 11" Ih.." if more Ipace i, n.eded.1
'.
@
Mellon Bank
Octobor 30. 1996
1'.( I. Bux iX!)11
l'hilalll.ll'llia.I'/\ l!1ll1l.'jH~I~1
CHARLES E. SHIELDS. III
Attorney at Law
Hellon Bank Building
2 West MainStreet
Mochanicsburg. PA 17055
Re: Estate of Dorothy E. Snoke
-. ;.. " '" ,'. ;.
Dear Mr. Shields:
In accordance with your request. the attached information shoot
has been provided as of July 25. 1996. Please see attachod
information sheet.
If you require further assistanco. please contact the under
signed at (215) 553-1585.
Sincerely.
..[f'-t~L~ ({ji L..~.,
'--Sheila Warner
Mellon Bank. N.A.
Deposit Support Services (199-5355)
P.O. Box 7899
Philadelphia. PA 19101-7899
482
al
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CUMBERLAND VAUEY MOTORS
6714/20 Carlisle Pike
MechonicBburg. PA 17055
Phone (7171 697.9448
1 18001 382.1436
/-(f~r7
Orv Nov. I,\t'" l'lq<.:, .::evA-tV ClI'lJ (Y)an/ Sl\>okE"
I I J
TrA-D€]J
A
I 9 ~ 0 Pcd)ll.
SL,~i)ow W!flcl-l
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VALUf2b A-,
t 3250. 0,2..
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8MW .
~,UlW11J
DODGE
SHELOY
A[POMA 1 E
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ESTATE OF
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
C.
. Plea.. Print or TYPI .. . .. . .. .
r NUMBER
;1./ - yo" - O~~S-
.. .. .... .....-...-.---..--.---.
AMOUNT
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMOt4WrAUU 01 P'W4"lU'{AtjIA
INU(RITAUCl TAl A(tU.,4
A(~m(t'" OIcrUflH
:Do r<o7H Y
~.
SNOK€
DESCRIPTION
---------~--_._..._~----+_._.__._.__._--_..._.._~-_.....- ---..-
Funeral Expenses:
P/2.Ef'MP IN F u. t../...
Admlnlltrative COllI:
Pe..onol RepresenlaliYe Commissions 8lftUfY SNOI<€
17/ - 29 - 5"5"80
Sociol Securily Number 01 Personol Repres.nloliYo:
Year Commissions paid _
Allorney Fe.s C.HfWet.B.s E". .511/aDS;or
Family Exemplion
Claimanl __(III1/lJf2
Relalionship
Address of Claimonl 01 deced.nl's dealh
Slr.el Address
Cily
Slale
Zip Code
A.
Probol. Fees awl ()ri;iIl41 :;hDd c.erfiHca.tes
1.
Mllcellon.oul Expenlel:
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-
LEGAL OPINION OF CHAIlLES E. SHIELDS, III, ATTORNEY FOR THE
ESTATE OF DOROTHY E. SNOI<E, LATE OF CUMBERLAND COUNTY,
PENNA., CONCERNING HER LAST WILL AND TESTAMENT OF 2
NOVEMBER 1979 AND A HANDWRITTEN CODICIL THERETO OF 23
AUGUST 1906.
Dorothy E. Snoke departed this earthly life on 25 July 1996. She left
behind, among other things, a professionally prepared will dated 2
November 1979 and a handwritten supplementary will or "codicil" dated
23 August 1986. Both items have been offered and duly accepted for
probate by the Office of the Register of Wills in and for Cumberland
County, Pennsylvania.
Although the rules concerning probate and handwritten wills are
well known to experienced practitioners in the Commonwealth of
Pennsylvania, they are not so well known to lay persons and are often
confusing. Therefore, to be fair to all concerned and to provide pertinent
and accurate information, it has been deemed prudent and wise to reduce
these rules to writing in laymen's terms in the form of a legal opinion.
Issue No.1: May a handwritten will or codicil be offered to and
accepted for probate in Penna.? Yes.
"Probate" is the "Court procedure by which a will is proved to be
valid or invalid..." Black's Law Diet. (6th ed. 1990) at p. 1202.
"Codicil" is "A supplement or an addition to will; it may explain,
modify, add to, subtract from, qualify, alter, restrain or revoke provisions
in existing will. Such does not purport to dispose of entire estate or to
contain the entire will of testator, nor does it ordinarily expressly or by
necessary implication revoke in toto a prior will. In re Crooke Estate, 388
Pa. 125, 130 A. 2d 185, 187." J..bl.d.. at p. 258.
A handwritten will or codicil is generally referred to by the
technical term "holographic." J. Brooke Aker, Law of Wills in Penna.
(1996 suppl.) at sect. 3.1. D states: "Holographic wills are wills entirely in
the handwriting of the testator [person who made the will or testament].
Since subscribing witnesses or attesting witnesses are not required in
Penna. for a will signed by the testator, there is no special provision for
holographic wills."
~
III summary, since the original was obviously valid and the
!Jupplumullt or codicil did not entirely rovoke it and was obviously in the
hllmJwrilillO of Dorothy E, 8nol\O and was so identified under oath, it was
GUlllplutuly prupur 10 adnllt !JOlll to probate. This was, in fact, done by the
Hogistur of Wills.
Issuo No.2: What is the net effect on the will of the probate of the
supplomon(?
The supplement specifically states upon its face: "Please use this as
my last will and testament as far as beaueaths are concerned."
"Boquea(h" means "To give personal property by will to another". It
therofore is distinguishable from "devise," which is properly used of
realty. But if the context clearly shows the intention of the testator to
uso the word "bequeath" as synonymous with "devise," it may be held to
pass real property. See "Bequest." l.bl.d... at p. 160.
Ms. Snoke was not learned in the law and therefore can be excused
from using the wrong technical word. She should have used "bequest."
"Bequest" is "A gift (transfer) by will of personal property; a legacy.
Disposition of realty in will is termed "devise...... Residuary bequest. A
gift of all the remainder of the testator's personal estate, after payment
of debts and legacies, etc... Specific bequest. One whereby the testator
gives to the legatee all his property of a certain class or kind; as all his
pure personalty." lllli1. at p. 160.
Thus, to mal~e a proper reading of the will and supplement thereto, you
must go to the original will and begin at the top by reading the opening and
parag. FIRST. You must then skip parags. SECOND through TWELFTH and
replace them with parags. 1 through 12 on the supplement. The interplay
between parag. THIRTEENTH and parag.13, however, is a little more
complex in that it includes a direction to convert property into cash via
sale and then proceeds to order a distribution of the proceeds. Its essence,
however, is relatively simple in that it still directs the sale of all items
not specifically bequeathed and then gives whatever that balance might be
2
,0-'
/
to Barry and Emma Lou. Parag. 13 ultimatoly controls this and its
provisions override those of Parag. THIRTEENTH.
PART II. RE: WHAT IF SOME OF THE LISTED ITEMS I-lAVE BEEN GIVEN AWAY
ALREADY OR IF THEY SIMPLY CANNOT BE FOUND?
The operative technical word here is "Ademption." This is defined as
"Extinction or withdrawal of legacy by testator's act equivalent to
revocation or indicating intention to revoke... To take away, recall, revoke,
or to satisfy legacy by some gift or substituted disposition, made by
testator, in advance... The act by which the testator pays to his legatee, in
his life-time, a general legacy which by his will he had proposed to give
him at his death; and the act by which a specific legacy has become
inoperative on account of the testator having parted with the subject..."
J..bld.. at p. 39.
In laymen's terms, if you are named to receive a specific item and it
was given to you during Ms. Snoke's lifetime, it is a completed gift and you
may keep it outside of the operation of the will. If you are named to
receive a specific item and Ms. Snoke gave it to someone else during her
lifetime, then that person is entitled to keep it as a completed gift and
you are out of luck. If the specified item is simply not to be found and no
one knows what happened to it, then you are likewise out of luck.
If you were given a gift by Ms. Snoke within one year of the date of
her death, then although the gift is complete and is considered to go to you
outside of the will and its probate, you are subject to payment of 15%
inheritance tax (subject to a $3,000 exemption) because the law presumes
that since she did not live at least a year aller the date of the gift, then
she must have made the gill to avoid the inheritance tax on it. If you
received a gill from her more than one year before the date of her death,
then you will not need to worry about paying any inheritance tax on that
particular gift.
3
I
~
PART III. HOW ARE INHEI=tITANCE TAXES CALCULATED AND PAID ON A WILL
AND AN ESTATE OF TI-IIS NATUI1E?
The answer to this question is necossarily somewhat complex.
However, I will try to keep it as basic and simple as circumstances will
permit. If the residue of the estate (meaning the balance after all the
specific gifts have been made) is sufficiently large, then the executor is
to pay the 15% tax from the residue and each person who receives a
specific gift through the operation of the will then would receive it
without the necessity of having to worry about inheritance taxes because
even though they are due on the value of the item itself, they will be paid
from the residue.
However, if the estate residue is not sufficiently large to pay all the
debts, expenses and taxes, then each recipient will have certain choices
based on the wording and nature of his or her gift. For example, if he
wishes to receive and keep the gift for sure, then he can pay to the
executor a proportionate share of the expenses, etc. owed by the executor
and estate and be able to receive and keep the gift mentioned in the will.
However, if he does not wish to do so, he can let the executor sell the gift
for the proceeds and then pay expenses from the sale proceeds.
It appears to me that based on the current information the proceeds
of the residue will not likely be sufficient to pay all costs and expenses
of the settlement of the estate. Therefore, until more information
becomes known to us, I am advising the executor not to make any
distribution of gifts via the will until we have a proper appraisement of
values. At that point, I will be further in touch in writing. We can then
better analyze how each gift will fit into the greater scheme of things and
how to best determine what procedures should be utilized to be fair to all
4
concerned and 10 sellle Ihe eslalo according to law to best protect the
execulor. The evenlual explanation on these mailers will be considerably
more detailed Ihan Ihe above capsule summary and will explain the
difference among certain types of gifts and Ihe rules thai apply 10 them.
Thank you.
Very truly yours,
~[~
Charles E. Shields IIJ
5
August 20, 1996
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i fOR OATIS Of DIATHAnER t'/31191 CHECK HIli
lIP A SPQUSAL ,'_
,POVERTY CREDIT IS CLAIMID I
j"ILIN;7R 9"
(OUN}Y COD,E " YEAR
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
1)6, '15"
NUMBU
Remainder R.turn
lfor dot.. 01 d.alh prior to 12.13.821
Federal ElIal' To.. R.turn R.quired
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~ ~, BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ 00(
Und" p.nollie, of perjury. I declar. thai I hay. examined thil relurn, including accompanying schedulll and Slotemenll, and to the b..t of my knowl.dg. and b_
it i,true, corred and campI.,.. I declar. rhot 011 reallltot. ha, betn repar1ed of true market yalue. Declaralion of pr.porer other rhon 'h. p.rsonol repres.nto," I
based on all information of which pr.par.r ha, any knowledge.
srGNAlul( OS PUSON IlUPONsrr\t fO}fIlING IlnUIlN "OOIlUS " .JEH'r;.eW ~e. OAIE
1/.-G"W tf,_(l.t<4u. 1VlE'~HAtJICSI3W1!6.. PA 11055'
SIGNA' f 'PIl('AIlU 01H 'HAN ~ UtltAIl'lf " ~O\LSt:='1t ~
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o l. Original R.lurn
o 4. limited E,tol. 0 40, Futur. Inl.rll' Campromill
lfar dollS of d.alh after 12.12.021
~ b. D.c. dent Di.d Tlllal. 0 7. D.c.dent Mainfoin.d 0 liYing Trusl
(Attach copy 01 Willi (Attach copy of Tru'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TOI
NAMelll1~t.EJ E. SNIIEt.t>.5 '11I' COM""'MAIl'NOADD.m
lIUPHON( hUMIU
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2, S'oc., and Bond. (Sch.du'. BI (21
3, Clo..ly H.ld S'ock/Portnt"hlp Inte,.., (Sch.du'. C) (3 )
4. MOr1goglS and NatlS R.ceiyoble ISchedule 0) ( 4 )
S. Cosh, Bonk D.palits & Mise.lloneoul Personal Plaper1y ( 5 I
(Sch.du'. E)
6. Jolnlly Own,d Prop.rty (Sch.dul. fl 161
7. Tron"." (Schedul. GI(Sch.du'. LI (71
8. Total Gran An.ts (talallinlS 1.7)
9. Funeral Exp.n..., Adminittlative COlli, Miscellaneous 19)
E..p.ns.s (Schedul. H)
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11. Total D.ductions (Iatallin.. 9 & 10)
12. Nel Volu. of Eslat. (line 8 minus line 11)
13. Charitable and Gayernmenrol Bequells (Schedulo J)
ld. Net Volu. Subj.ct to To.. (line 12 minus line 131
IS. Spousal Trans',,, (for dol" of deoth ah.r 6.30.9d)
See InllruClians for Ar,plicoble Percentage on Reyerse
Sid.. (Include volu.. rom Schedul. K or Schedule M.)
16. Amount of line 14 laxoble at 6% rol.
Ilnclude volu.s from Schedule K or Schedule M.I
17. Amount of line 14 taxable at 15% role
llnclude values from Schedule K or Schedule M.I
18. Principal 10.. due (Add to.. 'rom lines 15, 16 and 17.)
19. Credit, Spoulal Poverty Credit Prior Payments
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10. If line 191s greorer than line 18, enter the differ.nce on line 20. Thi. i,the OVERPAYMENT,
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Check here if you orG requesting 0 rofund of your overpayment.
21. If line 18 is grealer than line 19, enler Ihe difference on line 21. This is the TAX DUE.
A. Ent.r Ihe inrerest on the balanclI due an line 21 A.
B. Enter Ihe total of line 21 and 21A on line 21B. Thi, ilthe BALANCE DUE.
Malee Check Payobl. tal Regl,'.r of Willi, Ag.nt
OAn
1M f If'?
1'l/S/97
.
,
,
,
,
. IlY~Sl'" fX. .'.161
A~
~;!FJ.~;!'
COMMONWfAlfH Of rrNN~'flYANI'"
INHU!:IIANCl TAl II11UIIN
lUmIN'DfCfDfNI
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FilE NUMBER
:5N()/(c, I),oI2.() 11(V ~.
';1.1- '1~ - ~'I!:J-
(All prop.rty lolnlly.ownld with RighI of Survlvo..hlp mUll b. dllclolld on Schldul. F.)
ITEM
NUMBER
I.
DESCRIPTION
VALUE AT DATE
OF DEATH
7WENry.IIII/lI~ (.29) ,(EeEIlI Tt.y DISCtJPG/UD 5/iIW2ES
IJF 8ELl. /I i'l.ANTIC
HI
S8./<<S
L~ 5'-.875
AVIF. = 57. SO
)( 29 ~haff$
"1,,7.SV
'I,
I
TOTAL (Allo .nl.r on IIn. 2, R.co itulollonl
(II more space ;, n..d.d, ins.rt odcJitional.h..ts 01 10m. size.}
1../, 7. ~'?)
s
---=~::~__~:.:-^,)",.t;.;..;.....~..~~
r
IIVI'll tit 11"1
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pllall Print or TYPI
FILE NUMBER
;;1./ - (1', - o&, liS
UTATE OF
COMMOUWfAUtt Of ,fNH\'fl\lANIA
IHHunANC[ IU IrIUIN
.UIDINl DlelDlNI
1.
1.
2.
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
SNOk.E, ';Dol2orflY E.
DESCRIPTION
AMOUNT
ITEM
NUMBER
A. Funeral bplnllS:
B. Admlnlltratlvl COlts:
3. Family Exemption
Clolmant
Address 01 Claimant at decedenl'. death
Street Address
City
8AR.qy :JNOl',G
Personol Representative Commission. I ~ I -.2.6 - S'sBo
Social Security Number of Personal Representotive:
Year Commission. paid /997
"
jg.3B
Allorney Feel CH/Ioll/./?S I!f'. SI(/t:-z.DS :or
~
5'.3. .38
Relalion.hip
Stale
Zip Code
Probate Fe..
Mllcellaneoul bpenllS:
,4lJl>/7"IDNAl. .sHPIlT CEllnr'/C,4TiFS
rILING- sufJfJt.. /NHE.€I1"A~C€ m.". /ZE1"UIl.IJ Ft!E 17>
Jf.~G(.sr~ DF Wll.I..S
-JANET i3te11CJ<i9/l.l.. ;::ce iUi'YI$ED A1UD FIDUC. .teTull.AJoS
;t 9 . DO
"'5'.DD
9l
~.Di)
TOTAL (AI.o enter on line 9. Recapitulation)
Ilf more Ipac. II n..dld, In..rt addlllonallh..tl 01 lam. II...)
S .:} L/-(). l'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
INtllRIUN([ IlIt DIVISION
otPl. :811.01
IlARRUIUNG. II' 11,00a-DbOI
NOTTCE Of INItERIIANCE TAK
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSISSHENT or TAX
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-09-98
SNOKE
07-25-96
21 96-0645
CUMBERLAND
101
~k "J.I/V
*
11,..'''11..''"1''"
DOROHlV
E
A.aunt R..t Uad
.f' .1, '/'1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
rliv:iSW-EX-"FP-niF97Y-riiiYf~i--~F-YriiiEiiiiANcE-YAi-APpiiAisf.HEN,.-,--"i.'LowANcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SNOKE DOROTHY E FILE NO. 21 96-0645 ACN 101 DATE 03-09-98
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. AMaunt of Llnl 14 It Spousal rlt. 1151
16. A.aunt of Lln. 14 taxable at Lin..l/Cl... A rat. (16)
17. A.aunt of Lln. 14 t.xobll It Collltlr.l/Cl... Brit. 1171
18. Principal Tax Dua
TAX CREDITS.
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R.el E.toto ISchedule A) III
2. Stock. ond Bonde IScheclull B) 121
3. Clo..ly HIld stock/P.rtnlr.hlp Intlrl.t ISch.dul. C) 131
4. Hartgag../Not.. Receivable (Schedule D) (4)
s. Cash/Bank DapolltlIMllc. Parlonal Property (Schedule EJ (5)
6. JointlY own.d Prop.rty ISoh.dull FI 161
7. Tran.flr. ISch.dull 01 171
8. Total A...ta
I CItANGED
NO. 01
.00
1.667.50
.00
.00
.00
.00
.00
IB)
APPROVED DEDUCTIONS AND EXEMPTIONS.
,. funeral expans../Ada. COI\.'"IIC. Expans.. (Schedule HJ
10. D.bt./Hortg.g. LI.bllltll./LI.n. ISch.dull I)
11. Tat.l Deduction.
12. Hat Value of Tex Retunn
13. Ch.rit.ble/Gavern.ante1 Bequ..t.; Non~.lected 9113 Tru.t.
14. N.t VelUI of E.totl SUbject to To
240.76
.00
Clll
Cl21
CUI
Cl41
(9)
ClO)
ISch.dul. J)
NOTE:
.00
. .00
56,789.91
PAYHENT
DATE
04-02-97
07-07-97
12-08-97
RECEIPT
HUHBER
AA185348
AA211500
AA242523
DISCOUNT 1+1
INTEREST/PEN PAID 1-)
.00
.00
9.71-
AHOUNT PAID
8,295.67
9.00
223.53
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-09-97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTE: To in.ure proper
credit to your account,
sub.it the upper portion
of thi. for. Mlth your
tax p.y..ent.
1,667.50
?4n 7"
1.426.74
.00
56,789.91
X,OO.
X .06.
X .1S.
ClBI
.00
.00
8,518.49
8,518.49
8,518.49
.00
2.44
2.44
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN 11, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REUERSE SIDE OF TNIS FDRH FOR INSTRUCTIONS. I
RESERVATION I E,tet.. of decedent. dying on or befar. Dec.-blr 12, 191Z -- If eny future Int.r..t In the a.t.ta I. tran.f.rred
In PG.....lon or enjcY8ent to Cl... E (collet'r.l) bcnaflcl~rlcc 0' t~c e::ldl,t Ift.~ t~. .w~lr.tlon of any .w~.t. f~r
llf. or for y..r., ~ C~.lth hereby ..pr...ly r...rv.. the right to appr.I.. ~ ...... tren.f.r Inhlrlt8ftC. T....
.t the lewful CI"I . (coll.t.raL) rat. on en, .uch future Int.r..t.
PURPOSE OF
NDTICEl To fulfill the r.qulra-.nt. of Sactlon 2140 of the I~rltanc. and E.tat. Ta. Act, Act ZI of 1995. (7Z P.S.
Sactlon 9140).
PA'ntENTI D.tach the top portion of thb Hotlca and .ubalt ..Ith your ply.ant to thl Ragbter of "1111 printed on thl rav.r.. slda.
"Maka cheCk or IIOMY order p.yllbl. tal REGISTER OF MILLS, AGENT
REFlJND (CRh & reknl of . tn crlldlt, which .... not reque.t.d on the h. R.turn, ..y be r"""ted by cOllPI.tlng en "Appll~tlon
for R.fund of Penn.ylvenla Inherltanc. and E.t.t. T.... (REV-ISIS). application. .r. .valllbl. at the Dfflc.
of ~ Ragl.t,r of "III., any of thl ZS R.venu. DI.trlct Offlc.., or bv calling ~ .paclal Z4-hour
an....rlno ..rvlc. ~r. for for., arderlnol In Pann.ylvanl. 1-100-S6Z-2050, out. Ida penn.ylvanla and
..lthln local H.rrlsbUrg ar.. (717) 717-1094, TOOl (717) 77Z-2Z5Z (He.rlno lap.lrlld Onl,).
OBJECTIONS I Any p.rty In Int.r..t not .atl.fllld ..Ith thl appral...ant, .Ilowanc. or dl..llovanc. of daductlon., or ......-.ot
of ta. (Includlno dl.count or Int.r..t) .. .hown on thl. Hotlc. .u.t object ..Ithln .I.ty (60) day. of rec.lpt of
thh Hotlc. bYI
nwritten prot..t to tM PA Dep.rt...,t of R.v....-, BaIrd of AppalLs, Dept. 211021, H.rrLsburg, PA 17121-1021, OR
".Iectlon to have ~ ..thr dIIt.ralned .t ....It of the acCOU"lt of tM personal rapr..",taUv., OR
--epp..l to the Orphan.' Court.
&OKIN
ISTRATlVE
CDRRECTIOHS1
Fecw.l .rrors dhcov.rlld on thh ......-.ot should be Itddr...ed In ..rltlng tal PA a..,.rt.ant of R.venue,
Bur.au of Indlvldu.1 Tax.., &TTNl Po.t A.....eent R.vleM unit, Dept. 210601, Harrisburg, PA 17121-0601
Phone (717) 717-6505. s.. pag. 5 of tM bookl.t "In.tructlons for Inherltanc. Tax R.tum for I R.sldant
Dac~t.. (REY-1501) for an .xplanatlon of ~lnlstr.tlv.LY correctabl. .rror..
If anV tax dUa 11 paid within UII" (S) cal~ar H"thS .ftar Uw. douds"t'. d..th, . five perc..,t (5%) dhe",.,t of
tha tax p.ld J. .ll~,
DlsctUn 1
PENALTVl
TM 15% tn ...,..ty non.p.rtlclp.tlon penelty I. CHPUt~ on the tat.l of ~ tax end Inter..t ......IId, end not
p.ld bafor. January la, 1996, the flr.t d.y aft.r the and of the tax ...,..ty p.rlod. This non-p.rtlclp.tlon
pemllty h ."..Iabl. In the .... .enn.r and In tt.. the ... U.. parlod .. you would app.al the t.. end Inter..t
that has bun ......ad .. IncHeated on this notlc..
INTERESTI
Int.r..t II charged beglnnlnv with flr.t d.y of deLinquency, or nine (" aonth. end ana (I) d.y froe the d.t. 0'
death, to the data of P.yaent. T.... which btc... d.llnquent b.for. J~rv 1, I'IZ ba.r Int.r..t .t the r.t. of
.1. (6X) parcent p.r ~ c.lculated .t . d.llv r.t. 0' .GODI64. All t.... which bee... delinquent on end aft.r
January I, 191Z will ba.r Int.r..t .t . rat. which will vary frDe c.lendar y..r to caland.r y..r with th.t r.t.
announced by the PA aep.rt-.nt of R.v~. The appllCabL. Int.r..t rat.. for 19'Z through 1"1 .r'l
'!!!!' Inter..t Rat. nally Int.r..t FACtor !!!r Int.r..t Rate Dally Int.r..t Faetor
1'12 lOX ,000541 "17 'X ,000247
1915 16% ,000418 1911-1"1 lIX .nOSDl
1914 lIX .000SOl 1"2 'X ,000247
1915 ISX .DDOSH 1"5-1'" 7X .00Dl92
I'" lOX ,00027" 1"5-1"1 OX ,000247
--Int.r..t Is ulcul.tlld .1 fol101if'1
INTEREST = BALANCE OF TAX UllPAID X HUIIBER OF DAYS DELIHQUEIlT X DULY INTEREST FAC'TDR
--any Hotlc. 1.5UId .ft.r ~ tax bac~. delinquent ..Ill r.flect an Int.r..t c.LcuL.tlon to fl,tlen (IS) d.y.
beyond the date of tM .........,t. If p.pant Is .8de after the Inter..t CMPUtaUon dIIt. shown on the
Hotlc., additional Int.r..t au.t be ~Icul.tad,
"-I'
~,
,; .' c:J
,,' d').. Ul
-
"
" :'~
,,'
~!<
t8
~~
........
.~
~ Co')
'.....
\..... -.,J
'l .......
"'~
, Vl~~
; \..t,J;;:j ~
J "-.J...3 c:::
11
\
'.
.... ...,
j
~
~~
.3 . ~
,~~ t:
......
2~~
'-0 '" -
.~
~~
L
.-
... ..-
.'1.....
"'...1
.:)
---
--
.
..;
-=
..;
.'
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o
I:"
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i
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I
1
1.
,
. ~t.'
.
\
f~. '
,- "".#0-
, . ,
~ .
,
, r I....}
" ~.r ~
. oj l" ).
~
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.
.....
.
" , r .'
,j I ~ ,\
......<{ f
. ,
I .
'~.
" .
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~.
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.f
-.-- , -r--'
--~. to. - :.
~
IbltdII ""4J
185348 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT 0' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
D NO. AA
RECEIVED FROM:
i
ACN
ASSESSMENT fl'I
CONTROL iii
NUMBER
AMOUNT
CHARLES E SHIELDS III ES~UIRE
Ivl
lJIt:j,cYO.bl
2 W MA1N STREET
MECHANICSBURG, PA 17055
lOtD NUl
ESTATE INfORMATION:
, I!:t FilE NUMBER
~ 21-1996-0645
1:1 NAME Of DECEDENT (lAST)
II;iI SNOKE DOROTHY E
~ DATE Of PAYMENT
Iii 04 102/97
EI POSTMARK DATE
COUNTY
SSN 209-12-8735
(FIRST) (Mil
CUMBEf{LAND
DATE Of DEATH
"
m TOTAL AMOUNT PAID
$0,295.67
SK
REMARKS
IVAN B SNOKE
C 10 CHARLES E SH 1 EI.DS I I I ES~
CHECK II 092
RECEIVED BY , ,
SEAL
REGISTER OF WI LLS
MARY C. LEWIS
REGISTER OF WILLS
.
;' SIGNATURE
,'- ,.~
'1/ ' '
/- ../
/
,
-.-- --
.,-- , .""""""'"
-......--..A,. ~_-.ur ,:.
"i. 00
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TH1S LINE .. RETIIIN LClWER PORTIIJN FO~ YOUq PFr.tlRDS ....,
iiE'v:is4i"EX"Ai:jj-io3':9'fi" NarY cE--ci,,"i"tiHEiiii'ANci"TAx-iiPPRiiisEifiNT";-AL'CciwANc i"oli--------. .- no ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DOROTHY E FILE NO. 21 96-0645 ACN 101
TAX RETURN WAS' ( I ACCEPTED AS FILED I XI CHANaED SEE
If on Z:;9c;59Ir.lln~ was 155,,11':: p,'&.iuu"ly, J.itlllll 1.., 1:> and/or 1&, 17 and 18
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Llno 14 It Spoulll rlto (151
16. Aoount of 11nl 14 tl.lblo ot 1lnlll/Cloll A roto (16)
17. Aoount of 11nl 14 to.oblo It Collltorll/CIIII B rotl (171
18. Principal Tax Dua
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.
BUREAU OF INDIVIDUAL TAXES
...tr.IITAHC[ fiX DIVISION
l.l(Pf. uonl
IlAR1IISIURC, PI HllI-Dbot
NonCE Of INItERITANCE TAX
APPRAISEHENT, AllOWANCE DR DISAllOWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAX
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-07-97
SNOKE
07-25"96
21 96-0645
CUMBERLAND
101
PA 17055
Anaunt R..ltt.d
ESTATE OF SNOKE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roll Eltoto ISchoduh Al III
2. stock. and Bonda (Schedule B) (2)
3. Cloaely Hald stock/Partnership Int.r..t (Schedule C) (3)
4. Hartg.gas/Hat.. Receivable (Sch.dule DJ (4)
5. Ca.h/Bank Deposita/Hllc. Parlonal Property CSch.dule EJ (5)
6. Jointly Dwnld Proporty ISchldul1 FI 161
7. Transfars (Schedule OJ (7)
B. Totol Allltl
.00
51. 594.46
.00
.00
11. 623.81
.00
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expans../Ad.. COlta/Hisc. Expens.s ISchedule H) 19)
10. Dobtl/Hortgogo 11lbl11tlol/Llonl ISchodulo II 1101
11. Totll Doductlonl
12. Net V.lue of Tax Return
13. Ch.rit.ble/Covern~.nt.l Bequest. ISchedule J)
14. Nit Vllul of Eltltl Subjoct to TIX
7,704.35
150.75
Illl
U21
(131
U41
.i
I'
i
NOTE:
.00 X .00.
.00 X .06.
55,363.17 X .15.
U81
TAX CREDITS:
PAYHENT
DATE
04-02-97
RECEIPT
NUH8ER
AA185348
DISCOUNT It I
INTEREST/PEN PAID (-I
.00
A1tDUNT PAID
8,295.67
INTEREST IS CHARGED THROUGH 07-22-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
-j
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADOITIDNAl INTEREST.
IF TOTAL DUE IS lESS THAN 'I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRl, YOU HAY BE DUE
A REFUND. SEE REUERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
*'
1I'.Il" 1111'111.'"
DOROTUY
E
DATE
ATTACHED
07-07-97
NOT! CE
NOTE: To insure proper
credit to your account,
sub~it the upper portion
of thil for. with your
t.x paYllent.
63,218.27
7.R~~ 10
55,363.17
.00
55,363.17
will
.00
.00
8,304.48
8,304.48
8,295.67
8.81
.19
9.00
RESERVATIOHr f.t.t.. n' d.c.ds~.. dylnp on or h_fnr. n.c.ablr 12. 1982 -- If any future Int.r..t In the ..t.t. I. tran.f.rred
In po.....lon or enJay..nt to CI... . (call.t.rIL. ben.flcl'rl.. of the d.c.d.nt aft.r the 'Mplr.tlon of any ..t.t. for
Ilf. or for y..r., thl COllonw..lth h.r.by .xpr...ly r...rv.. th. right to .ppr.I.. and ...... tran.f.r Inh.rlttne. T.x..
.t the IlWful CI... . (caU.t."U nt. on MY such futur' Intlnst.
PIIlPllS[ OF
NOTICE.
PAYMEHT.
.
~
)
,
i
i
,
,
~
I
I
'j
REflIID (CR) I
OBJECTIONS,
.....N
ISTRAIlVE
CQRRfCTIDHS,
aIsaucT I
PENALTYI
INTEREST I
To fulfill the r.qulr.,ent. of S'ctlon 21~0 of the InhlrlttnCn ~ E.tltl T.. Act, Act 21 of 1995. (72 P.S.
S,ctlon 91~0).
a.tlCh the top portion of thl, Hotlc. 8nd .ubllt with your P'Yllnt to thl Rlgl.t.r of Wills prlnt.d on thl r.v.r.. .Ide.
--Keh chick or .oney ordtr p.y.bL. tal REOISTER OF MILLS, ADENT
A refund of . t.. credit, which WI' not r.qu..tld on th. Tlx R.turn, ..y b. r.qu..ted by calpl.tlng en "Appllcetlon
for R.fund of Penn.Ylvanl. Joh.rltanc. and E.t.t. Tax" (REY-1!ll). Application. .r. aVllllbl. .t th.Offlc.
of the R.gl.t.r of Will., any of the 2J R.v.nu. DI.trlct Offlc.., or by clllln; th. 'Plclll 2~-hour
Inaverlna .lrvlcl nutb.r. for for.. ard.rlngl In P.nn.ylvanl. L-800-J62-2050, out.ld, Ptnn.ylvlnl. ~
within local Harrl.burg ar.. (717) 787-809., TDD' (117) 712-2252 (H..rlng tIP.lr.d Only).
Any p.rty In Int.r..t not .Itl.fl.d with tha appr.l.l,ent, 1110wanc. or dl.allowanc. of dlductlon., or .......ent
of t.. (Including dl.count or Int.r..t) .. .hown on thl. Hotlc. lU.t obJ.ct within 'Ixty (60) dly. of rlc.lpt of
thlt Hotlce bYI
--wrItten prat..t to thl PA a'Plrt.lnt of R.venue, laird of Appell., alpt. 281021, Harrl.burg, PA 11128-1021, OR
--.lectlon to have th, ..tt.r d.t.r.lned at IUdlt of the account of th. p.r.onll rIPr..ent.tlva, OR
uepp..1 to the Orphan.. Court.
F.ctual .rror. dl.cav.rad on thl. .......ent should b, .ddr.ssed In writing tal PA a.plrt.ent of R.vanue,
lur.eu of Individual TIX", ATTHI Pa.t A.......nt R.vlew unit, Dept. 280601, H.rrlsburg, PA 11128-0601
Phone (111) 181-6505. S.. pig. 5 of thl book.lt "In.tructlan. for Inh.rltanc. Tax R.turn for. RI.ldant
Decedent" (REV-1501) for an ..planatlon of ~Inl.trltlvlly carreetabll .rror..
If any tax due I. paid within thr.. (J) cal.nd.r ~th. aft.r the dlc.dant.. d.ath, . flv. percent (5X) dl.count of
~ t_. r.l~ I. .llow.d.
The 15% tax -.ne.ty non-p.rtlclp.tlon penalty I. ca~ted on the tatll of the t.. and Int.r..t .......d, end not
paid before Jenulry 18, 1996, the flr.t day .ft.r the .nd of th. t.. Ban..ty p.rlod. Thl. non-p.rtlclpltlon
ptnalty I. apptaLIbI. In the .... .~r Ind In the the .ua U., plr10d .. you would IPPIII the t.. and Intlt..t
that hi. been ......ed II Indlc.ted on this noUn.
Int.r..t I. ch.rg.d b.alnnlng with flr.t d.y of d.llnqu.ncy, or nine (9) .onths .nd on. (1) d.y fro. the d.t. of
daath, to the data of pav-ent. Tax.. whIch bac... dallnquent blfor. January I, 1982 baar Int.r..t at the r.t. of
.1. (6~) percent p.r annul calculltld at . dilly rata of .00016.. All tIX,. which b.c.a. dlllnquent on and aft.r
January 1, 1982 will baar Int.r..t at a r.t. which will vlry fro. calendar yaar to callnd.r y..r with that rat.
~ad by the PA aap.rt.ant of R.venu.. Tha appllcabla Int.r.st rat.. for 1982 through 1991 .rar
!!!! Intlr..t Rata Dally Inter..t Factor !!!r Inhr..t Rat. Dally (nter..t F.etar
1912 20X .OO05~a 1987 9X .OOOZO
1911 lOX .00008 1988-1991 11~ .000101
1914 112 .00nOl 199Z 92 .000l0
1985 UX .00n56 1993 -1994 7X .00019Z
1916 lOX .000274 1995-1997 9X .00020
--Intarast I. calcul.tad .. follawlI
INTEREST m BALANCE OF TAX UNPAID X HU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlc. I..ued .ft.r the tax b.coa.. d.llnqu.nt will r.fl.ct an Int.r..t c.Lcul.tlon to flft.an (15) day.
b.yond the date of tha ........nt. If p'Y'ent I. .ad. aftar thl Int.rl.t coaputatlon d.t. .hown on the
Hotlc., ~Itlonal Inter..t .u.t b, calculat.d.
.- ...
.
, .'
\
-
( II
,
PE~NSYLVAN'IA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
... 4..~ .__
COMMONWEAL'" or PWNSYLVANlA
DEPAIHMW! or REVENUE
BUREAU OF INDIVIDUAL TAXES
DLP! 2B0601 .
HARRISOURG, PA 17128.0601
~k
'NO. i,A.211500 IlIV"''''''''..1
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBEIl
AMOUNT
SHIELDS CHARLES E III
2 W MAIN STREET
K4-
.9..')9
MECHANIC5BURG, PA
17055
FOlOIl{lU'
ESTATE INFORMATION:
FILE NUMBER
21-1996-0645
NAM'SWO'~<tDb~R&~~Y E
DATE Of '~ftI}7
POST~OOl\l'()O
Co~I1I:RLANO
fOtOIlHf(
SSN 209-J2-B735
IFIRS!)
(MIl
TOTAL AMOUNT PAID
'1>9.00
DATE
CHARLES E SHIEl
REMARKS
CHECKIt 9178
',(.
RECEIVED BY / I. (i
j
I
MAfW C. LE" I
_.
REGISTER d. 14/LLS
cw
."
I
" .
SEi}!:..../
.
j ,
"'~- r \1 vI'M I' r
'.i' I ~. r; jl ':.
.::---------------.-.---- -
-.--.. ----.--.----..-..-.--. .---- '-.--'---
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,-
..-,' -~
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BUREAU Of INDIVIDUAL TAXES
...'UIU.HC[ fAX DIVISION
Q{Pr. 110601
HARMlsaURO, PA 1I1la.a601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
07-07-97
SNOKE
07-Z5-96
Zl 96-0645
CUMBERLAND
101
Anaunt Ranitt.d
(:...
,*
E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ii'E"'i:i54f-EX-AFP-iii:i:97Y"iioi''iCE--OF-YNHEiiiTANCE-YAiC"A'PPRA'isEifiii'r-,--.m.-OwANcE-ifli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SNOKE DOROTHY E FILE NO. Zl 96-0645 ACN 101 DATE 07-07-97
TAX RETURN WAS, I ) ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.1l Est.to (Sch.dul. AI III
2. Stack. and Bondi (Schedule BJ (21
3. Closely Hald stock/P.~tn.~shtp Intaralt (Schedule C) (3)
4. Horta.a../Hota. Receivable (Schedule OJ (4)
5. Ca.h/Sank Deposita/Hisc. Parsonal Property (Schedule EJ (5)
6. Jointly Dwn.d Prop.rty ISchldul. FI 161
7. Transfar. (Schedule G) (71
8. Total AI..t.
If an assessment was issued previously, lines 14. 15 and/or 16, 17 and 18
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
IS. A.aunt of Lin. 14 .t Spou.al rat.
16. Anaunt of Line 14 taxable at Lin..I/CI... A rat.
17. Anaunt of LIn. 14 taxable at Collat.ral/Cla.. B rata
18. PrIncIpal rax Due
NOTICE Df INHERITANCE TA~
APPRAISEMENT, ALLOWANCE DR DISAllOWANCE
OF DEDUCTIDNS AND ASSESSMENT Of TA~
CHARLES E SHIELDS 111
Z W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hilc. Expense. (Schedule H) (9)
10. Dlbts/Mortgog. Lllbllltl.s/Lllns ISchldul1 II 1101
II. Totll D.ductions
12. Net Value of rax Return
13. Charitable/Cavarn.ental aequest. CSchedule J)
14. N.t V.lul of Est.tl Subjlct to T..
NOTE:
1151
1161
1171_
TAX CREDITS.
PAYMENT
DATE
04-0Z-97
RECEIPT
HUI1BER
AA185348
DISCDUNT (t I
INTEREST/PEN PAID (-I
.00
.00
51.594.46
.00
.00
1l.6Z3.81
.00
.00
IB)
7,704.35
150.75
1111
1121
(131
1141
.00 ~ .00.
.00 ~ .06.
55,363.17 ~ .15.
lIBI
AMOUNT PAID
8,Z95.67
INTEREST IS CHARGED THROUGH 07-ZZ-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS Fo~M
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1(1'lhlll ", 111.111
DOROTHY
NorE: To in.ure proper
credIt to your account,
sub.It tha upper portion
of thIs for. wIth your
talC paYllent.
63,Z18.Z7
7.R~~ 10
55,363.17
.00
55,363.17
will
.00
.00
8,304.48
8.304.48
8.Z95.67
8.81
.19
9.00
. IF PAID AFTER DATE INDICATED, SEE REUERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
I IF TOTAL DUE IS lESS THAN $1, ND PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REUERSE SIDE OF THIS FORM FDR INSTRUCTIONS. I
,
RESERVATION: E".t.. of dacedent. dying on or b.far. Dac..b.t 12. 1982 .. If any future lnt.r.st In the ..tat. I. tran.f.rr.d
In pOI....lon or .nJav..nt to ct... . (calLat.raIJ ban.flcl.,I.. 0' the d.c.dant .,tar the eMPlretlon of any ..t.t. for
II'. or for y..r., the Ca..onwaeLth har.by ..pr...Lv r...ru.. the right to appral.. and a,.." tranl'.' Inh.rltance 'a.a.
at the lawful cta'l . (caLlat.taL) rat. on any such future lnt.r..t.
PtJRPQSE OF
NOTICE:
To fulfill the requlr...nt. of Sactlon Zl~O 0' the Inheritance and E.tat. taM Act, Act 21 0' 1995. (12 P.S.
Sectlon 9lIt0).
Detach the top portion of thl. Not Ie. and ,ubalt with your Ply..nt to the R.gl,t.r of willi prlntad on the rav.r.. ,Id..
--"aka chack or .onay ard.r payable tOI REGISTER OF MILLS, ACENT
PAvtENT1
REFUND (CA): a r.fund of . taM credit, which wa. not raqua.tad on the Ta. Return, .ay ba r.qu..t.d by co.pletlng an ~Appllc.tlon
for R.fund of penn.ylvanla Inh.rltance and E.t.t. T.x~ (REY-131S). AppLication. .r. avallabl. at the Offlc.
of the R.gl.t.r of will., any of the 23 R.v.nu. Ol.trlct Dfflc.', or by caLling the .peclal 24-hour
an,w.rlng .ervlc. nuab.r' for for.. ordering: In P.nn.yLvanla 1-800-36Z-2050, out,ld. P.nn.ylvanla and
within local Harrl.burg ar.a (717) 767-6094, TOOl (717) 77Z-ZZ5Z CHearlng tapalr.d OnLy).
OBJECTIONS: Any plrty In Int.r.,t not .atl.fl.d with the .ppral....nt, allowanc. or dl.allowance of d.ductlon., or a.......nt
of ta. (Including dl.count or Int.r..t) a. ,hown on thl. Notlc. .u.t obJ.ct within .I.ty (60) day. of r.calpt of
thla Hotlc:a by:
--written prat.,t to tha PA a.part..nt of R.v.nu., SOlrd of App.al'. D.pt. Z610Z1, Harrl.burg, PA 171ZS-10Z1, OR
--.lactlon to have the .att.r d.t.r.lned at audit of the account of the p.r.anal r.pr...ntatlv., OR
.-app.al to the Orphan,' Court.
ADMIN
ISTRATIYE
CORRECTIONS I
Factu.l .rrar. dl.cav.r.d on thl' a.......nt .houLd b. addr....d In writing tOI PA D.part..nt of R.v.nu.,
Bur.au of Individual Ta..., ATTNI Po.t A....s.ant Reul.w unit. O.pt. Z60601, H.rrISburg, PA 17126-0601
PhOne (717) 787-6505. S.. page 5 of the bookI.t ~In.tructlon. for Inh.rltanc. Tax A.turn for a A..ld.nt
D.c.dant~ (REY-1501) for an ..pIanatlan of ad.lnl,tratlv.lY carrectabL. error..
DISCOI.ICT:
If any te. due I. paid within three (S) cal.ndar eanthl after the d.c.d.nt., d.lth, a flv. perc.nt (5X) dllcount of
the tax p.ld I. aIlaw.d.
PENALTY I
Th. 15% ta. aana.ty non-participation p.n.lty I. caaputed on the total of the tl. and Int.r..t a..al.ad, and not
paid b.fare Janu.ry 16, 1996, the flr.t dlY aft.r the .nd of the t.. ..n..ty p.rlad. Thll nan-partlclpltlon
pen.Ity I. app.al.bl. In the la.e .annar and In the the .a.. tl.. p.rlod a. you wouLd app..l the ta. and Int.re.t
th.t hat been .......d a. Indlcat.d on thl, notlc..
INTEREST:
Inter..t I. charg.d beginning with flr.t day of d.Llnqu.ncy, or nln. (9) eanth. and on. Cl) day fro. the data of
d..th, to the data of pay.ant. T.... which bec... d.llnquent b.far. Janu.ry 1, 1962 b.ar Int.r..t at the rat. of
.1. (6X) p.rc.nt p.r annu. calcuLated at a dally r.te of .000164. All ta... which beca.. d.Llnquent on and aft.r
January 1, 1962 will b.ar Int.r..t .t . rat. which will vary fro. caLendar y.ar to cal.nd.r y.ar with th.t rat.
announc.d by the Pi D.part..nt of R.v.nu., Th. applicable Intere.t rat.. for 1982 through 1997 ar.:
'!!!! Inter.1t Aate Dally Int.rnt Factor ~ Inter..t Rata Deily Inte,.st Fflctar
1982 lOX .000546 1987 'X .000247
1963 16% .0004S6 1966-1991 lU .000301
198" lIX .000SOI 199Z .X .000247
1965 UX .000356 1993-1994 'X .00019Z
1966 lOX .000274 1995-1997 'X .000247
--Intarnt Is c.lcul.ted .. follawlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice I..ued aft.r the ta. b.ca... delinquent will r.fl.ct .n Int.r..t calcul.tlon to flft..n CIS) day.
beyond the data of the ..I.....nt. If pay..nt I. .ad. .ft.r tha Int.r.st ca.putatlon date .hown on the
Notlc., additional Int.rut au.t b. calcul.t.d.
.fV.U1O.....II....
. . ~:~~;~
COMMONWEALTH Of PENNSYlVANIA
DEPARTMENT Of REVENUE
BUREAU O.INDIVIDUAI TAXES
DEPT.2B0601
HARRISBURG. PA 17128.0601
DECEDENT'S NAME.
(])- r'r 'jk/ L--. ');U Pr'"
INHERITANCE TAX
EXPLANATION
OF CHANGES
fiLE NUMBER
..;J/ Ye ('I 'i-.:.>
ACN
rL
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
.~
,i~, ../!/Ci..1{U/._ ~/j> -"-'~ -;/Y'-1.../
.J..::',{/'j) c:;: C7" I //.,.C C'.1.-- -d, /___~~fl&
J ../ 7/; D., (~7':-' . /') ~.'.' ~
~.... //
J.;n Cr:.J..Z;::;:' b"
.\
....~
.'
"
"
TAX EXAMINER: ij:.- ' .
l .n/,~ -,
PAGE
,.....
\0 ... .'
q -,
-
n 'n ~
,-
1"'\
I
i.1 ; ~
" (I l"- t) ::l
00: P'
a: '..)0
/s- ;.1(} - c;
c
*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
BUREAU OF INDIVIDUAL TAXES
Ifrl<<:RITANC[ TAX DIVISION
OEPT. :a060L
HARRISBURa, PA 11111.0601
1...IIIIu,nlll.I"
CHARLES E SHIELDS 111
2 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-04-97
SNOKE
07-25-96
21 96-0645
CUMBERLAND
101
DOROTHY
E
A.ount R..lthd
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTEI To Insure proper credit to your account, sub.it the upper portion of thil for. with your tax pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:i6o-j-E)f-AFii-coJi:97i------.....-iNttERiifANcE--TA)f.SriiiEHifNT-iiF.Ac.cDuiii-.....-......-.............
ESTATE OF SNOKE DOROTHY E FILE NO.21 96-0645 ACN 101 DATE 08-04-97
THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. A~PlICATIDN OF ALL PAYHENTS, THE CURRENT BALANCE, AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06-30-97
PRINCIPAL TAX DUE ...._
8,304.48
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
04-02-97
07-07-97
RECEIPT
NUMBER
AA185348
AA211500
DISCOUNT (+)
INTEREST/PEN PAID (.)
.00
.16-
8,295.67
9.00
AMOUNT PAID
, .,; ~-::
--~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8.304.51
.03CR
.00
.03CR
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS lESS THAN '1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI.
YDU HAY BE DUE A REFUND. SEE REUERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
PAMNT,
D.tach the top portion 0' thl. Notlc. and .ub.lt Mlth your pay.ant .ade payable to the na.. and addr...
printed on the r.v.r.. .Ide.
If RESIDENT DECEDENT .... chack or .oney ord.r payabla to: REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT .ak. ch.ck or .oney order payabla to: CDHHDNWEALTH OF PENNSVLVANIA.
REFUND (CA)1 A r.'und 0' a tax cr.dlt, which MI. not r.que.tad on the Tax A.turn, .ay b. r.qu..t.d by ca.platlng an
"Application 'or R.,und 0' Penn'Ylvanla Inhel ltanc:. and Estate Tax" (REV-nUL Applications are avallabl. at
the O'flc. of the R.al.t.r of Will., any of the 2J R.v.nue DI.trlct O,flc.. or fro. the Dapart.ant". Z'-hour
an.werlng .ervlc. ~r. for for.. ordering: In Penn.ylvanla 1-IOO-J6Z-Z0SD, out. Ide Penn.ylvanla
and Mlthln local Harrllburg ar.a (717) 717-IO~, TDDI (717) 77Z-2252 (Hearing lapalred only).
REPlV TDr
Que.tlon. raaardlng .rror. contained on thl. notlc. should be addr...ed tal PA D.partaant 0' R.venue, Buraau
of Individual Tax.., ATTN: Po.t A.......nt Revl.w unit, Dept. Z806Dl, Harrl.burg, PA 17LZa-060L, phone
(717) 787-6505.
DISCOUNT:
If any tax due I. paid within thr.. (J) calandar .onth. aft.r the decedent"s death, a 'Iv. percent C5~) dl.count
of the tax paid I. allowed.
PEHAl TV:
The IS~ tax ean..ty non-participation penalty I. coaput.d on the tot.l of the tax and Inter..t .......d, and not
paid before J~ary 18, 1996, the first day aft.r the and of the tax aana.ty p.rlod.
INTEREST:
Int.rast II charged baalml", with first day of delinquency, or nine (9) aanth. and on. (1) day frOll tiMl data of
death, to the date of payaant. T.xa. which b.caae delinquent befar. J~ary I, 1,8Z baar Int.r..t at the rata of
al. (6X) percent par ~ calcul.ted at a dally rata of .000164. All taxa. which bae..e delinquent on and aft.r
January I, 1982 will baar Intar..t at a rat. which will vary frOll c.lendar y.ar to calandar y.ar with that rat.
announced by the PA Dapartaant of R.venue. The appllcabl. Int.r.st rat.. 'or 1982 through 1997 ar.l
V.ar Intar..t Rat. D.lly Int.ra.t Fectar
v..,
Intar.at Rat.
Dally Int.r..t Fectar
1982 zax .DDD541 1987 9X .DDDZ"
19U 16X .DODltll 1961-1991 I1X .DDOlOl
1964 I1X .DOOlOl 1992 9X .DODZU
1985 I1X .DOOl56 199J-I994 n .000192
1916 lOX .000Z7' 1995-1997 9X .oonu
--tnt.rast Is calcuLated as follow.:
INTEREST . BALANCE OF TAX UNPAID X HUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I.sued aft.r the tax bacoaea delinquent will r.flect an Int.r.at calculation to fifteen (15) days
bayond the data of the ........"l. If paYMf'lt Is aada al\.r the Inhr.lt coaputatlon d.t. shown on the
Notice, Itddltlonal Int.r..t au.t be calcul.ted.
i
I
I
I
I
I
,
,
I
I
I
I
1
I
t
I
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I
I
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I
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I
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.
COMMONWEALIII OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT2B060,
HARRISBURG, PA 17126.0601
*'
NO. AA 242 523 R'V.II.m "....,
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
IVAN B SNOKE
101
5223.53
6 JEFFREY DRIVE
MECHANICSBURG, PA 17055
rOLD H[R[ FOlD HERE _
ESTATE INFORMATION:
FILE NUMBER
21-1996-0645 SSN 209-12-8735
NAME OF OECEOENT ILAST) IFIRST)
SNOKE DOROTHY E
DATE OF PAYMENT
12/0811997
POSTMARK DATE
0/00/0000
COUNTY
CUMBERLAND
DATE OF OEATH
7/25/1996
REMARKS IVAN B SNOKE
lMI)
TOTAL AMOUNT PAID
5223.53
PB
RECEIVED BY (/1'/'."1/ ( 7,";.OJ ..; d ~U'
MARY C. LE'9 S /i(.. .-( '.lJf~
REGISTER 01= WILLS .'" i(~;'U,IVy..i
SEAEHECKIl 1582
.. I, i i . ~ :".;!, ',.', i;, L,;
------------~-_. -------_.... --- ----- -----_.
.- --- - --- ---.- -- - ("~--"'-
"
,
/
<p'
.-
~. Z'"
Yo '
.f
.
,
__f ~ --.",
~~'__ _.n.__.~~. ~ _ I ._~
."
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, -, ...1t. ../
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAKES
INlflRlUNC[ 'AX DIVISION
D[P'. 11060t
IlARRISIWG. PA 11118.0.01
NDTICE Df INIlERITANCE TAX
APPRAISEMENT, AllDUANCE DR DISAllDWANCE
Df DEDUCTIONS AND ASSESSMENT Of TAX
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-09-98
SNOKE
07-25-96
21 96-0645
CUMBERLAND
101
Anou"t R..itt.d
Cj
*
.n'I"'II." 111.111
DORDTHY
E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiE"v:is"4-j-Eif-"FP--iiIF97Y"iiilYicE--oj:-YNHEifii'ANcE-YAx-iiPPRA-isEHEiir;-"LuiwAiicE-iiri-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SNOKE DOROTHY E FILE NO. 21 96-0645 ACN 101 DATE 03-09-98
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of 6hh returns assessed to date.
ASSESSMENT OF TAX.
15. A.ount of line 14 at Spou..l rat. (15)
16. Anount of Lin. 14 taxable at Lin..I/CI... A rat. (16)
17. A.aunt of Line 14 taxable at Collat.ral/CI... Brat. (17)
18. Principal Tax Due
TAK RETURN WAS: (X) ACCEPTED AS FILED
I ) CNANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. R..I Eat.t. (Schedule A)
2. stock. and Bond. ISchedul. OJ
3. Clos.ly Hald stock/Partnership Int.ra.t (Schedule C)
4. Horta.gas/Not.. Receivable ISchedule OJ
5. Cash/Oank Deposita/Hi.c. Parsonal Property ISchedule E)
6. J~intly Owned Property ISchedul. f)
7. Transfers ISchedul. G)
8. Total As..t.
RETURN
(1)
12)
(3)
14)
(5)
(6)
171
NO. 01
.00
1.667.50
.00
.00
.00
.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS.
9. Fun.ral Expens../Ad.. COlt./Hi.c. Expen... ISchedul. HJ
lD. D.bt./Hortg.g. Lllbllltl../LI.n. (Sch.dul. I)
11. Total Deduction.
12. Het Valu. of Tax Return
13. Charitable/Govern.antal Baque.t.; Hon.elect.d 9113 Tru.t.
14. N.t V.lu. of E.t.t. Subject to TIM
(9)
llD)
240.76
.00
(11)
(12)
(13)
(14)
(Sch.dul. J)
NOTE:
.00 X .00.
.00 X .06.
56,789.91 X .15.
1181
TAX CREDITS:
PAYMENT
DATE
04-02-97
07-07-97
12-08-97
RECEIPT
NUMBER
AA185348
AA211500
AA242523
DISCOUNT 1+ l
INTEREST/PEN PAID (-)
.00
.00
9.71-
AMOUNT PAID
8,295.67
9.00
223.53
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-09-97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
HOTEl To in.ur. prop.r
credit to your account,
.ub.it the upper portion
of this for. with your
t.x pay.ent.
1.667.50
?40 76
1.426.74
.00
56,789.91
.00
.00
8,518.49
8,518.49
8,518.49
.00
2.44
2.44
( IF TDTAl DUE IS LESS THAN 11, ND PAYMENT IS REQUIRED.
IF TDTAl DUE IS REFLECTED AS A "CREDIT" ICR), YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS fDRM FOR INSTRUCTIDNS.)
- ..
,... .-
'.'"
RESERYATION. E,tat.. of decedent. dying on Dr b.for. o.c.-b.r 12, 1911 .. .f eny future Int.r..t In the a.tat. 1.'tran,f.rr.d
In poI....lon or enJay...,t to Cl... . (callat.r.l) b~flcl.rl'l of thl d.cad,nt "t.t the Ixplratlon of any I.tata for
II" or 'or y..t., the Coaaonwealth hereby axpr.llly r.r.rv.. thl right to appral,. and...... tran,'.r Inheritance TIXI.
at the l~ful CI.,. I (callat.rall rat. on any such future Int.r..t,
P\lRPOSE OF
NOTICE.
To fulfIll the nqulr....,h of Section 21400 of thl Inheritance and Eatet_ Tex Act, Act Zl 0' 1995. (72 P.S.
Sect1on'140).
PAYl€NTJ
D.tach the top portIon of thl, Notlcl and .ubalt wIth your p.~.nt to thl R.gl.t.r of WIll. prlnt.d on thl r.v.r.. .Id..
....".... cheek or .....y order payebla tOJ REGISTER OF MILLS, AGENT
REF\lCD (CRJI
, nfund of . talC credit, which .... not r~.t.d on the TalC R.turn, ..y ba r.qullted by caplaUna an "'application
for Refund of PennsylvanIa Inh.rltance and Estat. TaxR (REV-Illl). ApplIcatIons ara avaIlable at tha Office
of the Reglstar of Will., eny of the Z3 Ravenue DistrIct Offlc.., or br calling the special 24-hour
en.w.rlng ..rvlc. ~r. for for.. ordering: In P.nn'Ylvanla 1-100-362-Z050, out.ld. Penn.ylvanla and
wIthin local Harrl.burg ar.a (111) 111-1094, TOOl (111) 112-ZZSZ (Hearing IlPalr.d Only).
OBJECTIONSJ
Anr party In Int.r..t not s.tl.fl.d with the appral...ant, allowanc. or dl.allawanc. of deduCtIon., or a.....eent
of tax (Including discount or Int.r..t) a. .hown on thl. Notlc. au.t abj.ct wIthIn .Ixty (60) day. of rec.lpt of
thh Notice bYI
aawrltten prot..t to the PA Depart.ent of R.v.nua, Board of Appeall, Dept. 211021, Harrllburg, PA
a-.lactlon to heve the ..ttcr deteralned at audit of the account of the p.rsonal r.pr..entatlv.,
uappeal to the Orphanl' Court.
11121-1021,
DR
OR
AO.UN
ISTRATlVE
CORRECTIONS:
FectU81 .rran dltcoverad on thh a..a..nnt should be eddreuad In writing tal PA Deperbent of R.v....u.,
Bur.au of Individual Tax.., ATTNI Palt AI..I.nnt R.vlew unit, O.pt. Z80601, Harrl.burg, PA l11ZI-0601
Phone (111) 181-6505. Set page 5 of the bookl.t Rln.tructlon. for Inherltanc. Tax R.tum for. R..ldent
DecedentR (REV-ISOI) for an axplenatlon of adalnl.tratlv.ly corr.ctable .rrorl.
If any ta. due It paid within thr.. U) c:al.nctar eonth' after the decedent'. death, a flv. perunt (5:1:) discount of
the tax paid I. allowed.
D1SCounJ
PENAL TVI
The 15% tax ...sty non-p.rtlclpatlon pMUllty I. coaputad on the total of the tax and Inter..t au...ed, and not
paid befar. Januarr 11, 1996, the flr.t day aftar the .nd of the tax aana.ty p.rlod. Thl. non-participation
penalty It app..labl. In the .... eanntlr and In the the .... tI.. per loci al rou would appeal the tax and Inter.lt
thet hat b.an ......ed a. Indicated on thlt notlu.
INTEREST:
Int.r'lt I. charg.d beginning wIth flr.t d.y of d.llnquency, or nine (,) eonthl and one (1) day fr~ the d.t. of
death, to the data of pa,.ant. Tax'l which bec... d.llnquent b.for. January 1, I,az b..r Int.r..t at the rat. of
.Ix (6X) percent par annua calculated at a d.llr rat. of .0001~. All t.... which bee... dallnquent on and .ftar
Janu.ry 1. .'IZ ..Ill baar Int.r..t .t a rat. which will v.ry froe calendar raar to calendar raar ..Ith that rat.
announced by the PA Dap.rtaent of R.v~. The appllcabL. Int.r..t r.t.. for I'IZ through 1991 ar'l
'!!!! Inter.st R.t. D.lb Int.r..t Factor !!!r Int.n.t Rat. Dallr Int.r..t FltCtar
1982 lOX .OO051t1 1981 'X .000Z41
1'1] lOX .000"'31 l,aa-I991 llX .000301
.." llX .000301 I.ot .X .000241
1'15 UX .00US6 199'-1"'" 7X .0001'Z
I'" lOX .G00l1. 1995-1991 'X .000241
a-Inter.lt II calculatact .. fallowll
IHTEREST = BALANCE OF TAX UNPAID X IMlBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anr Notlc. I..ued .,t.r the tax bac~. delinquent ..Ill r.fl.ct an Int.r..t calculatIon to fifteen (IS) d.y.
beyond the date of the ....II.ant. If Plpant II .ade; aft.r the Int.r..t coaput.Uon data Ihown on the
Notice, additional Inter..t !lUst be Cllculatltd.
... -. .
~ ~. .-- ~. ..
COMMONWEALTH OF PEtlNSYlVANIA
DEPAlllMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEP1260601
IfARRISOUAG. PA 17128.0601
*'
NO. AA 269995 "'V.ll" "111.")
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
IVAN I SNOKE
1(\ I
"''177.PR
6 JEFFREY DRIVE
MECHANICS8URG, PA 1705~
fClDll(RE
.
ESTATE INFORMATION:
FilE NUMBER
fOlD HERE
(LAST)
SNOKE DOROTHY E
DATE OF PAYMENT
4/24/1998
POSTMARK DATE
'Mil
COUNTY
TOTAL AMOUNT PAID
"'377.28
DATE OF DEATH
REMARKS MARY I SNOKE
C/O IVAN B SNOKE
SEA(;HECKII 1662
/'. SK
" I ..__/
AECEIVEOBY /,'; ?...'. / ,,/,_ -!.J"r'
MARY 'C. U,;:w'IS ',. f . (.
REGISTER tJF WILLS ..'."/"'(/'", .
1";
r
.':/
H~'.(;!:-, n ii OF, \\ilLLS
.-.- ..- -..- -.-.-.. >."- '.-.-.-
- .
__ I __~
-" _. -.--". . -.'--..JlliI. ~~.. T 1~'"
PAVKtHh
Det.ch thl top portion of thl. Hotic. and .ubllt with your pay..nt .ad. payabl. to th. naa. and addr...
prlntld on thl r.v.r.. .Ida,
If RESIDENT DECEDENT .aka CMClt or .on.y ord.r payabl. tal REGISTER OF WILLS, AGENT.
If NON-RESIDENt DECEDENT aak. chlCll or lon.y ord.r payabl. tal COHHONWEALTH OF PENNSYLVANIA.
REfUND (CR)I A refund of a tax cr.dlt, which wa. not r.qu..t'd on the T.. R.turn, .ay b. r.qualt.d by co.plltlng an
"Application for R.fund of p.nn.ylvanla Inharltanca and E.tata Ta." (PEY-ISIS). Appllcatlanl ara avall.bla at
the Offic. of the R.gllt.r of will., any of the ZS Rav.nue DI.trlct Offlc.1 or fro. the D.p.rt..nt'. Z4.hour
an.w.rlng ..rvlce Ru.b.r. for for.. orderlngl In P.nn.ylvanla 1-800.S6Z.Z0S0, outllda P.nn.ylv.nla
and within lac.1 Harrl.burg .r.a e7171 787.8094, TOO' (717) 77Z-ZZSZ (H.arlng I.palr.d onlyl,
REPL Y TOl
au..tlon. ragarding .rror. contaln.d on thl. notic. .hould b. addr...ad tal PA D.part..nt of R.v.nuI, Bur.au
of IndividuaL Ta..., AT TN: Po.t A.......nt R.vlew unit, Dapt, Z80601, Harrllburg, PA 17IZ8.0601, phon.
(117) 1U.6S0S.
DISCOUNT I
If any ta. dua II paid within thr.. CS) cal.ndar eonthl aft.r the dec.dant'. d.ath, a flv. p.rc.nt CSX) dl.count
of the taM paid II .Llow.d.
PENAL TV:
Th. 15X ta. a.n..ty non.partlclpatlon p.nalty I. co.put.d on the total of thl ta. and Int.r..t .......d, and not
paid before January 18, 1996, the flrlt day .ftar the .nd of the tax a.ne.ty parlad,
INTEREST I
Int.r..t II charg.d b.glnnlng with flr.t day of d.llnqu.ncy, or nlna (9) lonthl and on. (1) day fro. the data of
d..th, to the data of pay..nt. T.... which b.ca.. d.llnqu.nt b.for. January 1, 1982 boar Int.r..t at the rat. of
.1. C6X) p.rc.nt p.r annul calculated at . dally r.t. of .000164. AIL t.... which b.ca.. dallnqu.nt on and aft.r
January 1, 1982 wiLl bear Int.r..t at a ral. which will v.ry fro. cal.ndar yaar to cal.ndar y.ar with that rat.
announc.d by the PA Dlpart..nt of R.vlnue. Th. appllcabl. Intlr..t rat.. for 1962 through 1998 ar'l
V.ar Int.r..t Rat. Dally Int.r..t factor
Vlar
Inl"..t Rat.
Dally Inter..t F.ctor
1982 ZO:< .ooosr,a 1987 ., .OD02r,7
1983 16:C .000436 1968.1991 U:C ,000301
1984 11:1; .000301 199Z ., .000Z47
1985 13X ,000356 1991.1994 7' .000L9Z
1986 ID:< .000Z74 1995-1998 ., .000Zr,7
..Intar..t I. calcul.t.d a. follows:
INTEREST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Natlc. I..uad aft.r thl tax b.co... d.llnqu.nt will r.fl.ct an Int.r..t calculation to flft..n (15) daYI
b.yond the data of thl .......ent. If pay..nt I. .ad. aft.r the Int.r..t ca.put.tlon data .hown on the
Notlc., additional Inter..t .u.t bl calculat.d,
/1-' /:)
_J . l,;{tJ.- L/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c:..
-
BUREAU OF INDIVIDUAL TAXES
INtI[At1ANC[ TAX DIVISION
Dl:P'. 180bOl
IlARRISBUAC, PA 171t8.0l,01
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
In.IU'" i" Itt..,.
IVAN BARRY SNOKE
6 JEFFREY DR
MECHANICSBURG
EXEC
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-15-98
SNOKE
07-25-96
21 96-0645
CUM8ERLAND
101
DOROTHY
E
Allount Re.itted
PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:i54'j-EX-"i:ii-io'9"=97Y-NOYiCE--Oj:-ytiHEiiii'AiiCE-YAX-iipPRiiisEiiENr-,--"Li:'owANcE-oli------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SNOKE DDROTHY E FILE NO. 21 96-D645 ACN 101 DATE 06-15-98
TAX RETURN WAS: I J ACCEPTED AS FILED I Xl CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R.II Estltl ISchldul. AJ (11
2. Stocks end Bonds ISchldul. BJ 12J
3. Closlly Hold Stock/P.rtnorshlp Intlr.st (Sch.dull CJ (3J
4. Hartg.ges/Nota. Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hilc. Personal Property (Schedule EJ (5)
6. Jointly Owned Prop.rty ISchldul. FJ 16J
7. Transfers (Schedule G) (7)
8. Tot.l Assets
NO. 02
.00
2.052.38
.00
.00
.00
.00
.00
NOTE: To insure proper
crad! t to your account I
sub.it the upper portion
of this forB with your
tax paYMent.
(BJ
2.052.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Kisc. Expense. (Schedule HI 19.
10. D.bts/Hortglgl Liobilltl.s/Ll.ns (Sch.dull IJ (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Gavern.ental Bequests; Nan-elected 9113 Trusts (Schedule J)
14. Nat V.lue of Estate Subject to Tex
99.52
.00
nIl
(12J
n3J
n41
99 52
1,952.86
.00
58,742.77
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:
IS. A.aunt of line 14 at Spousal rate lIS)
16. A.aunt of line 14 taxable at lineal/Class A rate (16)
17. Aeaunt of line 14 taxable at Collateral/Class Brat. (17)
18. Principal Tax Due
NOTE:
.00 X .00=
.00 x' 06=
58,742.77 X .15=
nBI
.00
.00
8.811.42
8,811.42
TAX CREDITS:
PAYHENT
DATE
DISCOUNT IOJ
INTEREST/PEN PAID 1-)
LL 06 PAYMENTS **
38.15-
RECEIPT
HUHBER
*** SUMMARY OF
AHDUNT PAID
8,849.57
06-08-98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8,811.42
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REUERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.'
RESERVATJDH:
E.t.t.. of ~t. dying on or befar. Deca~r IZ, 1982 .- If eny future Int.r..t In the ..t.t. I. tren.f.rred
In po.....lon or enjoywent to C.... a Icoll.t.r.1 I ben.flcl.rl.. of the decedent .ft.r the .xplr.tlon of eny e.t.te for
Ilf. or for y.ar., the C~lth hereby .xpr."lY r...rv.. the right to 8PPr.I.. and ...... tren.f.r I~rltenc. Tax..
.t the I~ful CI... a Icoll.ter.11 r.t. on any .uch future Int.r..t.
PUIlI'OSE OF
NOTICE :
To fulfill the requlreeent. of Section ZI~O of the Jnherlt~. end E.t.te lex Act, Act 21 of 1995. (72 P.S.
Section 9140).
PAVttEHT,
Detach the top portion of thl. Notlc. end 'ub.lt with your pa~t to the Regl.ter of Will. printed on the r.v.r.. .Ide.
ntwt. cheek or aGlMty order payeble to: REGISTER OF MILLS, AGENT
REflJrmICRh
A refund of a tex cr.dlt, which wa. not reque.ted on the T.x R.turn, lhIy be requ..tltd by co.pl.tlng en "Application
for Refund of P~'YJvanl. Inheritance end E.tat. T.x. IREY-1313). Application. are auallabl. at the Office
of the Regl.t.r of Will., any of the Z3 R.v.nue DI.trlct Dfflc.., or by calling the .peclal 2~-hour
an.verlng ..rvlce nu.btr. for for.. ord.rlng: In ~nn'Ylvanla 1-800.362-2050, out.ld. Penn'Ylvanla end
within local Harrisburg ar.a (1111 7a1-ao~, TOO' (7111 112-2252 (Hearing I~alr.d Only).
OBJECTIONS:
Any perty In Int.r..t not .etl.fl.d with the BPprel..-.nt, allowanc. or dlsallONance of deduction., or a....s.ent
of tax (InclUding dl.count or Int.r..tl a. shown on thl. Notice ~.t obj.ct within .Ixty (60) day. of receipt of
this Notlc. by,
ADMIN
ISTRA TlYE
CORRECTlONSI
..written prote.t to the PA Depart.ent of R.venue, Board of Appeal., Dept. Zal02l, Harrisburg, PA 17IZ8-1021, OR
nehacUon to have the "U.r det.r.lned at audit of the account of thct personal repre.ent.tiv., OR
.-appeal to the Orphan.. Court.
DISClun,
Factual .rror. dl.cov.red on thl. .....aeent .hould be addre..ed In writing to: PA Depart.ent of Revenue,
Bur.au of Indlvlduai Taxe., ATTN: Po.t A".''',"t RevIew unIt, Dept. Za0601, Harrl.burg, PA 11128-0601
Phone 1711. 187-6505. St. p.ge 5 of the booklet .1n.tructlon. for Inherltanc. Tax Aeturn for. A..ldent
Decedent. CREY-IS011 for an explanation of edelnlltratlv.IY carrectabl. .rror..
If any tax due I. paid within thr.. (3) celendar .onth. aft.r the dec~t.. death, a five percent C5%1 dl.count of
the t.x paid I. allOWed.
PENALTY:
The 15% tax aane.ty non-participation penalty I. coaputed on the total of the tax end Int.r..t .......d, and not
p.ld before January la, 1996, the flr.t day .fter the end of the tax aana.ty period. Thl. non-pertlclpatlon
PftNtlty Is appealabl. In the .... .anner and In the the ... tI.. period a. YOU would appeal the ta. end Int.r..t
that has been a.....ed .. Indlc.t.d on thl. notlc..
INTEREST:
Int.r..t 11 charged beginning with first day of delinquency, or nino (9) .onth. and one 11) day froe the dllt. of
death, to the dllt. of payaent. Ta... which b.c..e delinquent befar. Janullry 1, 1982 bear Int.re.t lit the rete of
.1. 16Z1 percent per annu. celculllt.d et e delly rate of .000164, All taxe. which b.c... d.ll~t on BOd .ft.r
January I, 1982 will bear Int.r..t et . r.t. which will vary froe cel.nder y.ar to calendar y.ar with that r.te
announced by the PA o.Pllrtaant of A.venu.. Th. appllcabl. Int.re.t ret.. for 1982 through 1991 .r.1
~ Int.r..t Aete Deily Int.r..t Fector ~ Int.r.st Rate Dally Inter..t Factor
198Z zn .OOo~a 1987 'X .0002,.7
1983 lOX .000")8 1988-1991 11:( .000301
198~ IU .000301 1992 'X .000247
1985 13X .0003S6 1993-1994 7X .000192
1986 lOX .00027~ 1995-1998 'X .0002,.7
ulnter..t I. calculated .. follow.:
INTEREST = BALANCE Dr TAX UNPAID X NUNDER or DAYS DELINQUENT X DAILY INTEREST rACTOR
.~Any Notice I..ued .ft.r the tllM becoae. delinquent will r.flect an Inter..t celCUI.tlon to flft..n (151 daYI
beyond the date of the .......ent. If pay.ant II .ade .ft.r the tnt.re.t coeputlltlon date .hown on the
Notice, additional Int.r..t au.t be clllculated.
ItfV.YPCII.~"I.
COMMONWEALTH OF PENNSYLVANIA
DEPAR~ENTOFREVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2BOClO 1
HARRISBURG PA 1712e.0<\01
DECEDENrS NAME
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Dorothy E. Snoke
FILE NUMBER
REVIEWED BY
DQnna Tobias
ACN
2196-0645
101
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error In
arithmetic.
ROW
Page 1
/5-1.:1 (I.. r;
BUREAU OF INDIVIDUAL TAKES
IHtItRIIAHC[ TAX DIVISION
OCPJ. taD'ol
ttARRlstURe, PA 11128.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
G
*
In.UIIII'''' III.'"
IVAN BARRY SNOKE EXEC
6 JEFFREY DR
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
E
06-22-1998
SNOK E
07-25-1996
21 96-0645
CUM8ERLAND
101
DOROTHY
Allount He"ttted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEr To 1n_ur. proper credit to your account, IUbllit the upper portion of this for. with your taM pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
REY:i6ifj-EX--Aj:P-iiJi-:97r-----Jiiiii-iNHEiiiTANCE-iAX--STiiiEiiE-Ni-'[fF'-AC-cciiiN'i--iiiJi---------------------
ESTATE OF SNOKE DOROTHY E FILE NO. 21 96-0645 ACN 101 DATE 06-22-1998
THIS STATEHENT IS PROVIDED TO ADVISE OF THE 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, 06-08-1998
PRINCIPAL TAX DUE.. 8,811.42
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (_)
*** SUMMARY OF LL 006 PAYMENTS ***
06-08-1998 38.15-
AMOUNT PAID
8,849.57
'-
~ :~~
"<1
\~
N
c_
0\
I
-'
::::>
-,
-,.-,"
'5ci':
-' .
u ,:,;
alO:
0::
_.~
~5
UU
~
TOTAL TAX CREDIT
8,811.42
BALANCE OF TAX DUE
.00
.00
.00
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS lESS TNAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I
,
PAYHENT1
Detach the top porUon of this NoUce and 100.1\ with your pay..nt .ade payable to the nue and address
printed on the r.ver.a .Ide.
If RESIDENT DECEDENT .... cheCk or .on.y order payabl. tal REGISTER OF WILLSJ AGENT.
If NOH-RESIDENT DECEDENT .aka check or .oney order payabLe to: COHHOHWEALTH OF PENNSYLVANIA.
REFUND CCRh A rafood of . tax credit, which was not requaltlKl on the Tax Raturn, .ay be reque.tlld by ca~lllt1ng an
-application for R.fund of Pennlylvanla Inh.rltanc. and Eltat. Tax- (REV-ISIS). Appllcatlonl ar. avaIlable at
the Dfflc. of the Reglstllr of Willi, any of the ZS Rllvenu. DIstrict Offlc'l or froe the Depart.ant'l Z4-hour
anlwerlng lervlce nuab8rs for for.1 ord.rlng: In p.nnlylvanla 1-BOO-S6Z-Z050, outsld. pennlylvanla
and within local Harrllburg ar.a (717) 7B7-B094, TOOl (717) 772-Z2SZ (H.arlng lapalr.d only).
REPLY TOI Queltlonl regarding .rrarl contained on thll notlc. Ihould be addr.ll.d tal PA DIIPart..nt of Revenull, Bur.au
of Individual Taxe., ATTNI po.t AII.....nt Revlllw Unit, D.pt. 2B0601, Harrisburg, PA 1712B-0601, phonlI
(717) 767.6505.
DISCOUNT I
If any tax dull I. paid within thre. (3) calendar .onthl aftllr tho dec.d.nt.. death, a flvlI percent (5%) dllcount
of the tax paid II allowed.
PENALTY!
The 15X tax aane.ty non.partlclpatlon penalty II co~ted on the total of tho tax and Inter.lt al.alled, and not
paid befara January IB, 1996, tha flr.t day aft.r tho end of the tax Bane.ty period.
INTERESTl
Intarast I. charg.d beginning with flrlt day of dallnquency, or nine (9) aonthl and one (11 day froa tho data of
daath, to the data of pay..nt. Tax.' which becae. dellnqu.nt b.for. January 1, 19B2 b.ar Int.r'lt at the rat. of
,1M (6%) p.rc.nt per ~ calculated at a dally rat. of .000164. All tax.1 which becaae dllllnquont on and aft.r
January 1, 19BZ wIll bear Interelt at a rat. which will vary fro. calendar year to caL.ndar y.ar with that rat.
announced by the PA Depart..nt of R.venue. The applicable Interelt ratel for 1982 through 199B arlll
Vaar Int.r.lt Rate DailY Int.r..t ractor
Year
Int.nlt Rat.
Dally Interelt ractar
19B2 20X .00054B 19B7 9X .000247
19B3 16X .0004SB 1988-1991 11% .000301
1984 IIX .000301 .OOZ 9X .000247
1985 UX .000356 1993-1994 7X .000192
1966 lOX .000274 1995-1998 9X .000247
nlnter." II calculated .. folloW"
INTEREST = BALANCE OF TAX UNPAID X NUftDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice Issued after tho tax beCDllllI delinquent will nfl.ct an Interelt calculation to flft.en CIS) daYI
beYond the data of the allallaant. If payeent I. aade after the Intere.t coaputatlon date IhoWn on the
Notlc., additional Inter.lt ~It be calculated.
JRDIJune 30, 1992/17858
REGISmR OF WiLlA"
Cumberland County Courthouse
One Courlhollse Slluare
Cnrlisle, I'A 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: personal Representalive
Counsel: U1AHLrS g. SHIr:Ll:G, III, gOO.,
RE: &tate of
ooHOTIlY S. Sl'DKr:
I Deceased, Uile of
('~MP J.lT!.1. 1\')!'y.,.Ir.J.l
&tate No.: 21_1996-645
Date of Decedent's Death: 7_25_96
. ~ ....
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) ycars of the decedent's dcalh, and annually thereafter until administration is
completed, is required to liIe wilh the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be compleled. The purpose of this Notice is to advise
you that unless the requisile Status Report is filed wilh the Register of Wills OT Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to notify lhe Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent personal representative and lhe delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 9_7_98 ,19_, you aTe hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
Dal'8;
If)
8_21>>98
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'0
N
Distribution till Estate File
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JRD/June 30, 1992/17858
REGISTER OF WILLS
CUll1bcrlund County Courthouse
One Courthouse Squure
Curlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Pe~ona1 Representative
Counsel: rnAHLES E. SHIBLffi, III, l-:sQ.,
RE: Estate of
OOHOrnY S. SIIOKE
, Dcceased, Late of
r~MP HTI.I, R")1KlITr.H
Estate No.: 21-1996-645
Date of Decedent's Dealh: 7-25-96
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's dcath, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substanlia1ly the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be compleled. The purpose of this NOlice is to advise
you that unless the requisile Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice thaI the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent personal representalive and the delinquent pe~onal representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 917-98 , 19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
Date: 8120-98
udJ#y-
Distribulion to Estate File