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PETITION FOR PIWHATE IInd GRANT OIi LETTERS
No,(J! ':fn&~~~(Ld___._
To:
__. Registel of Wills for Ihe
. Decellsed, County of.CJ..L.f'f1tifJi!...i.Li.A)j).. in the
\:;;(~I~i"s;';'I;~;I.\:N;;'.jf~_~l-'-i~:i.Q'l.t,__ Commonwealih of Pennsylvania
The pe[ltlon of the undersigned l'espCl'tfully represents thai:
Your I'etitloner(sl, whe, is/ule IH yeurs of uge or ()Ider anthe execLlI.Ptlt__.... named
in the lalt will of the ahovc deeedcnl, dated .."'/!!L'r'{/A~;(__.d-i....___._.... .,19H-
~J~~'~~:t!;~1<lOk~::Lf.d.fa ,;~~j;:.:.E&It~~~r--;tkf:e~ufi.i../;u.~ ~~ t.:J "}f'iI ,
.~_-_€)(u,"A!:_.'/e.llt:L ...I2~.15Sh...._hll.s. . rC1LP.HtJ{(<I...fIl. IJPr ...E.'t. ' ~/I'; _ f? fish
hlal~' Il'k'\lItlt ,'irt'1l1l1,WI1l'C" l',~. h'llllndutirlli, death 01 C\~'l'IHllr, el~,l
Decendent I\'UI domiciled ut dealh in _..__.J1./,Itn jjE"fUd&.j?_. ___.. County, Pennsylvania, with
hJ';.,.~_lust fUI\111y or nrincjrai,.[esldence ut-;;'j~&~!';!J!r~~t:__./)rir'V('chcl1"C5b\<"5
_(Sdj/~L. ...{~I':(I1! ...7""'~.LL:ldm1Mr1"'!1.d ..~kJl'/i.;-t-7l.(I.!lil......LZ" -l .,
(II'.! "1r\'CI, l111l1lhl'f and llHlI\11palilYI
D_'cr Illk [11 "Ihen -.-..-Et--- yeul'l of a!l.r, died ..--..-..........---.........-._1I1f"d iU::., 19~6
at . E"'N'I_~I&!_ J?.....J'.~IJ:I.t:llt.m._c:ma,.-'-----..___.. ........ ,
Ex,'ept n' folloll'l, dccedent didnol murry, 11'111 not lllvorced Hnd did not have a child born or adopted
af[el' e\eculion of Ihe lI'ill offered for Pl'ol1l1to: lI'al nOlthe I'ie-Ilm of a killing and was never adjudicated
inconrpctenl: .__._..~_...__..._.._._..._..._......._.._.___..____
Decenlknl al death oll'ned rrorel'ly lI'itl1 eltimated I'alues al folloll's: 1f.
. ArT> ~~ ' tn>
(If domiciled in I'u,) All rersonal rroreny $--",,~_.
(If nol domiciled ill Pa,) I'crlol1al property In Penmyll'al1ia $
(Ilnol domiciled ill Pa,) Personal prorerty in County $
Vlllue of relll eltUIC 111 Pennsylvar)ln _ , ,$ ~, ~e>.t' .,., ,
lit~d II' fol~~": ...2L_E.,&cr...1 ;;;,l!t::lvt _ IJJ.~LO..~.il~.s,lY"'r ,fp..../'!j
:~~~~.): .....~~~~:! I!~l:-.:..~~~~~::=.=--.:-..
II'HI:REFORE, relllioner(l) resrcctfully request(s) the probatc of the lasl will and codlcll(s)
rresemed herell'ill1u'ld Il1e gl'lInt of lellers,__~..:?IWFN~.k
, ([~'~(,\nlcnlnry: udl11illhlrllli;llll,:,L.1.; ndmlnlmallon d,b,n,c.t,B,)
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OATH OJ<' PERSONAL REPRESENTATIVE
COMMONWEAI.TH OFl'ENNsnVANIA } l:!S
COl, NT\' OF ..C:.!.I..d1.{jt:.l!Zt./f It!.b ..___._
The I'clillonel(l) above.mlllled '-\'ICur(l) or IIffirm(,) [hatlhc Slalelllellls in the foregoing petition are
!r[le alld ,'0 I'Il'C [ lOlli,' hel[ 01 the "1011 ledge IIlld belief of retilloner(l) IInd Ihal as rersonal r..presen-
11111I,'1') 01 [he' IIho,,, decedell[ peli[iollel(') 11'111 w,'ILuno 1!'l(ly admlnistC)lhC estate aeeprdlng 10 law,
(~~'/ ' / 'n1/'1{
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SI."".I..l I." 01 all'.IIll~'.I'.111.d In."lc,thed..~ ~J._ II _..!.:.....'. __' I" _ \(1
bef(lll' nll'lhil . 30th .. da) of :::. ~.e,A.5H / .____. ,.
..4Jl.\,.u.s.'l'.\..91 Cm\"~.I")' ~I)--.-~f,.. ...!-fP.-itt~(u-~____ 1
c. ." ~~;~;YJ~ T~~~~~'I"t'L ' )1:~t~I;;j,' 1. i/~~~~el_17"!.L . . ~
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RENUNCIATION
In Re Estate of
1) IHLL
,e, F JoSH
deceased,
To the Register of Wills of __~\A.MBE'teLA N:D
County, Pennsylvania,
The undersigned
JoH~ '1>, t'=IG!::4 c.,;,l:'''Ii:Cl.<,.IO~ 0'::: THIi f/.J/t..(.. of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
772574/11E'NTIHeY
,
be issued to S7I::,oHeN
p, ,cASt!.
WITNESS
,-ny
,
,hand this_;;/' 3~ay of _tW6tlS7', 19~,
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(Slgnnlllre)
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Gr<fN~ rnll-IIV€ O'lO~9
(Address)
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fOR OATIS Of PEAIH AllER 11/3' /9' CHECK III
If A SPOUSAL
POVERTY CREPIT IS CLAIMED I
fiLE NUMBER
'l~
YE.\R
689
) ,'/ -;
COMMot~WE^LlI! Of PfW~SYl V^t~IA
lJ[P^RTM[t~l or REvrf'HH
Offll,280601
Ii^RRIS8l1R~. !~_}-'128.~601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
eX/
COut'-lfV COllE
f'lUM!1
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DECEOENI'5NI\ME (1M!. fiR 51, MlDMlwiril-liil^1l -._-~._-- ."--
fiSH, PilL1./- ((,
'o7~i~R~~(ltR f() ~&, 1'''8~'' ~';'~ 9" I"^/~'~ e'~>'f
,,' "''''''' " "'~/~"''"'' \ """ '"'' '"'' ..", ,"",' It"~,,,,, ["'" lA, If! "~~~"'"' R
I l 2. Supplol11ontol Rolurn
. ..- firtl 1)1 i Ir~{iJ~il;llri--i;Gi)iif,;r-~---' ~_.._.__~_.m_m...__~m_
Z 9 FIIi' u~ c.'K.E'.s T uK,
II1Ei!IfIlNICS SUR6-, hI- 17()S~- (511./1, sA
TJ..,t'
("''''fE~(,';~e~;~,"U((lON\1 .
L ) 3. Romoincler RolUfn
lfor dollu of deolh prior 10 12.13.['
(:] 5. Foderal EUCllo Tux Rolurn ftoquirod
_ 8. Tolal Number 01 Sofo Depotll 80xr:
(91
'~5'I, a~B.Z!!.__
[ .J 4(1. Future Inloroll Compromi$u
llor dahu of doath oher 12.12.82)
Decadent Died TOllula [] 7, \Jocodonl Mtllntolnod Cl living Trusl
l^"(lch copy of Willi IAllach copy o~ Trull)
ALL CORRESPONDENCE ANO CONflOENTlAL TAX INfORMATION-SHOULD BE OIRECTED TO,
NI\M1-'--~ -_.~. --~- __n_~_ -. -,,~_._u~---~IC6MP(fff M^'lltlf~ AODRi5S----~----~~..--~~..----- -----
(! II /I t< /,-(3 S ;:. ..5H / G'L-l>S 1lE ;L IV, III ,411/J oS T.
ImpiiONENUi\if,-.--...~- -- --- ____________mo____ /}1J!<IJ,H,4/t1/r:SI3t1,qt;. PI'! 17()S"S
....L?1LJ 7.k~ " () to '1.._ _ _.-
---- . - . - [ii t.neih'ii1"IO . ooo.ooJ -.
1. R.al El'a'. ISchedul. AI (I I ._ ...~__.e.____
2, S'ack. and Band. ISch.dule 91 121 _~.7!!...ct;,3.3. 'to _
o
3. ClalOly H.ld Slock/Parlner.hlp InterOl' ISch.dul. q (31 ____.___..___
4, MarlgagOl and Na'OI Rec.lvabl. (Schedul. 01 (4 I ---;1....--.':--.-.------.--
5, Ca.h, 9ank Dopo.I" & MI.collaneau. Per.onal Properly 15 I _.~__"_"-.'._ "l~...'ic>_____
ISch.dul. EI .,.
6. Joln'ly Owned Properly ISch~dul. fl 161 ._____.'+.~UL__
7. Tranoler'ISch.dule GIISch.dul. LI 171 0
0, Tolol Gro.. Aile" (10'01 llnOl 1'71 ,.
Q, Funeral Expenses, Admlnlllratlve CoslI, Miscellaneous (9J .._~..,. p'" 'It>
Exp"lOl (Sch.dul. HI f-
10, o.b", Morlgage llablllll.., lien. (Sch.d"l. II 1101___ ..._ ..J~~.....?'f2m__.__
11. Tolol DaductlurlS ltotolllnAs Q & 10)
~ 1. Origlnnl Roturn
[.J 4. limited Estate
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113} .._,,_ .____.
u.________,_._-.l~_==::=~~S).~:~.3.~ If:_
1151
o
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o
12, Net Vnlue of Eslale (line 8 minu\ Uno II)
13. Charitable and Governmental BOQU8\IS (Schedulo J)
__~..~__ ~~.:._.~...!~.~.a~~!_.Subl!.~!.~~J~~o 12 mInus tine 13}
15. Spoullll lransleu Ifor dOlo\ of dealh of tor 6.30.941
See Instruclions for Applicable Percentago on Reverse
Side. (Include values !rom Schodule K Of Schodulo M.l
Amount of Lino 14 laxablo (It 6% rnle
(Include values from Schedule K Of Schedule M,l
Amount of lino 14 IUlwblo ot 15% roln
(Include v(llues from Scheclulo K or Schedulo M )
Prlncil'oll('x dl/ft jAdd 1(1~ 110m tlflO\ 15, 16 II lid 17.)
(rot/Ill SpouHlI Povorly (rodd f'rhlf POYlllonll
o + 0
16.
17.
z
0
~ 10.
0- 19.
ir
IE
8
S 10.
21.
"';1.:35
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o
/P~3,JO
x .06 =
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Lt.fl 1'10, 'Ie
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/"11 /l{tJ, 98
o
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(101
1191
(20)
(111
111AI
/11 BI
4/ ~ fl{(J.9 ~
~ SlJ.(){)
· 1'1/ J'!~.'le
+
If Une 19 is grAoter than line 18, enhH Ihfl difforAn~e on lino 20, Thit it ,ho OVERPAYMENT.
miD
Chvdt "(.fO If you tUlI ,,,quostlng (f tbfutnl of YDl,U ovttrptlVmr.nl
If linn 18 II Qrflator than Lino 19, (Inter Ihl'l diHoronco on Une 21, Thh i, lhn TAX DUE.
A. fnler Ih, Interetl on the bCl(Clnce duo on Uno '1.1 A.
B. Entflt Ihe 10101 of Une 21 alld 21 ^ on Lino 21 B. This it Iho BALANCE DUE.
_~.a~_. ~~!5~ Payable tOI Rlgla',r of WIlI" Au.nt
----- ~ .----,;--,...SE SURE-YO ANSWER ALL .QlIESTIONS-ONREVERSE SIDE AND -To-iiECHECKMATH-.:.c-..- __u__.____
~l1dor penoltlel 01 pequty, I declorfl thot I hovo flJo:.0l111 II f'cl Ihll lellltll, mcludlflll (1[(ornpnnYlIIg Hhfldl/lo~-ond t'atnmnn": and 10 tho botl of ~y knowlfldgfl-~nd bol,
II " true, correct and complalo I dnclottl ,lwl 011 reol flllollt lieu bnfll1 rnportne 01 trun morknl volvo DeclCHohon of prftPQrAr olhnr them the porwnal rllpretenlollvl
bCJled on aU 1II10rmalion of ~Ch prepOfef t1ClS (lny knowlndgl'l
$iONAf~. -if- IN\II\\~ ORljllll(, f';~l(1RN~ ^()1)~1~5 IPI) H/ hi."' (!./r - (lAU (, '/7'''1 -
')<(. ,_ _ .' r r:' Y..( ~M pt4 173/P
"m",u"~'R!R }j"'" '^"" "')1; "X' / ",,,.a; .., I.., nt /, st. IlAIr
.~~ cr. #~ ~ r ....rne~h~~/,.bH ,fll 11p'i"- (g'!?',!'
RfV.1501 fX+ 111.851 r
, . .'I\"t,~.
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COMMONWEAltH Of PfW~SYlVAt~I^
INHERITANCE 1M. RfTURN
RESIDENT DECEDENT
ESTATE OF
Pit- LA/..
. ....
SCHEDULE A
REAL ESTATE
;<. F! SI-!
FILE NUMBER
:;J. / - 'tiC - 6 '6 'I
(Prop.rly lolnlly.own.d with RighI 0' Survivorship .,u.t b. dlsclo..d on Sch.dul. FI All r..I..'ot. .hould b. ,.porl.d 01 lair murk., valu.
which I. d.lln.d a. Ih. prlc. at which properly would b. .xchang.d b.tw..n a willing buv.r and a willing .ollor, nolthor bolng comp.lI.d
!o ~_"V O! "II, both having realonabl. ,knowledge of the relevant fach.
ITEM
NUMBER
1.
DESCRIPTION
'Res ,'den rial Pro pe t' ~ :,; rUll tt. at o(q F,'e Ide r"e!> t
J)/"'ive; IY)ech""iCf:bLL'j (Silver .5pr;rl(j ~lluf")' Cu.rnbel'lo.nd
Col"'1~j ftnna, mDre fXtr+;t,().Ic..rly de.scr;~d;101
fPla.t ce...ta.;n deed f",Dh1 l'Yla.rba;n CJ..l1a LDI'I1'oa.rd)
cO'"fa.l"tnenSj +v tau. I R. f;'Sh (M;td Rebec.c.a s. hsh,
his lIJl~ I dClfed 5 A-pr,' I /fB? Mtd t"eC(Jrcl~d
ill 4. /(eetrders ~h'ce ;n Clad ti,r Stl/d c;,un]
;/1 lJd bt:'k 33 X 797,
~bet:cll s. P'Sh /rulece4$u! her
So If.urst /9q I ~hert'.uf~1/ ~II
in ~Cl:d (iul ;(. F;'sh.
1},e .5P /0'
h It,jband on
+;fle v'e.sled
E t~rls axe Ll.Tide.rklttl -tv ~e.11 pro perti' II
Con 1Y'o.Gt hCl.s '\:lee 1'\ Yl1<l..d e. , Howe v e..., tl. c\ ;sfu..i-e
hll.!> Cl.r\E,el\ 0.-::' n, D'p\"3",\loVl~ of purc.htl~rs
\ \' I ' L' ( 'I 'I'.J.., ,,) 'P
O,M(). \~G(l.T\Oh '\S CJ.. PO~~1111 / 'y, re-Y" .:tc(v/c t!D
Pl!.~\ D'btrt I (.l.V\ eo-t1WlaJed Cl.TY10t..lnt 'lk. be.;~
pct\& on \'10llJ, A €>lA.rpleM~ntCl\ re.fl.I.Y'Vl l,u'dBt
D.-f~rD~r\""te hVltl\ -h'~lAres lIMJ o.1r'u.!.fMe/)i.s
1.1\\1 be. hIed UfO" Cov'1.5lAM l'I\tl. t; 0\'\ of ~ Mle,
TOTAL (Aha .nl.r on IIn. I. Reeopllulallon)
(If more 'pacI II n..d,d, 1m,,' addillonal ",~.h 01 lame .Iz-..)
VALUE AT DATE
Of DEATH
, ,. . [* W1t)~'1IA '-' 1
$, 11'(;. OeD.." ,
(OMMOtlWEAl III Of rEUN5n VANIA
INHIRITANCE TAl< RfTURN
__RllI"IHI "_lelOl."1 _____..___J.___
ESTATE6F--'
;JIIIJ. L
Qh I\r,~!" Ii ~ 'I
~j&
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
i
I _ __ ______ PI"'~lePrlnlorrypo _ _ ____
-FilTNUMBER----------;;---
;;'1 ~ 9~ - 6 lJ 9
~, ;:::1.51(
(All !HOIllH!;' jO!lIIIY'OWIHtd wilh /110 IHghl 01 Su,viY(JI\h,f' IIIIJ\I li" d<I(I"I,.d <," ~rl",dlOl" I)
c/.) Aecr. "nt. 1>1'1 a.
e.)
.f.)
?-.J .s~ VII1JS a eMU nt -iF So.3 0/,;( 000 (p
h.J /fecr. "nt, on r
(.set. /e/kr allAchuJ)
Itaapunt:s af !11e1~1I BanI<.
a.) fiel\lMIlJ ehuk/rlJ (J.~d, r/I: 16p-()7()-of3~t
.h.) Acer, ;nt, on a,
{See /eller a/l,;tc.htJ J.
5. "Third .54/t af ChucK .et/cKtN Itlich'~n pf {Jer.sDlla/5
rt1CAr1f1 Sll/e. rJ- Ch l'.ck 8,.icKer~ Ifv.cJiqn pf pe-r.$.M/ll1y
:x;...V&I\U,t'If ,f Ho-..eI\.\.1 'd"e."\,j
11m. "TrQ.vt I(e.r'$ \,.',fe. - Re~J, :I 53.53
~v.\'",...\.M'\ CCl.'o~ IV Co, ~_ R4,kJ , J~, ~~
___..___ _(ju._~\'\~~.. .s\'&~ to.t~~Vled _ ___..___ _______~_____.._____ __O__m__
_o_________~_______oo___ ___ _ ____ T<?T_Alll\lsc>en_I~~_",,_li".!_~. Recoflil~.I~ti~".L.L_~_~L~L~~_'!.~___
ITEM
NUMBER
/,
.:i,
3.
'f.
DESCRIPTION
VALUE AT
DATE OF DEATH
r/rst Salt (d (!.h",cl( i3,./GI((I'S /It/c';',,;) ,,/ /JeNIII.lr
Su.I>n<1 ~~ at C/I/.<cK 8r/t::ktA /!Hc:fJP;/ 1>1 jJ&r$1I71111t
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A caoun/S ..tz. at (lAIC!
,
~.)C..D. # 2.1()Ololl 72. 8
.b.) /tec.r'. "nt. on 4.
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8~nk
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10, ()Ot).
"10. 9'1
(!.hec/(,"o auount
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'I'
1:<,
..327.$1
"f'.SB
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- 8, 7/'1. Z.B
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13.58
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1':;'1.90
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Decedent Reportin~
PNC Bank, N.A.
Two PNC Plaza, 33rd Floor
PittSQurgh, PA 15222
PNCJBANlK
October 28, 1996
Attorney At Law
Charles E. Shields III
Mellon Bank Building
2 West Main Street
Mechanicsburg, PA 1/055
RE: Estate of Paul R. Fish, Deceased
SSN: 195-07-9046
000: 08/22/96
Dear Mr. Shields:
Please find the information you have requested listed bel?w,
CERTIFICATE OF DEPOSIT
#21001011728 Paul R. Fish Established 03/08/95
000 Balance: $15,000.00 '1" $25.53 acct'ued interest
#31700042052 Paul R. Fish Established 06/13/96
000 Balance: $10,000.00 -I- $10.94 accreud interest
CHECKING ACCOUNT
#5070078949 Paul R. I.'isil or Rebecca S. Fieil Established 01/01/60
DOD Balance: $12,327.57 + $8.38 accr.ued interest
SA VINGS ACCOUNT
#5030120006 Paul R. Fish o~ Rebecca S. Fish EStablished 01/06/83
DOD Balance: $8,714.28 + $13.58 accrued intereit
'';?:it:rh
Lisa M. Mahoney
Decedent Reporting
1-800-762-1775 (#3)
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cOM....mlW(AlIIf or P(~HlH\Y^'JIA
HmIRllAIK!IA~ ~(llJRI~
RI~I{JUIJ 11!(WlliI
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
. .. ~.~..===""=~~"==_.,._"="".=.~-. .'--"=--~~'~==IFilE NUMBEIl-~="~==-~"'=-
fl1iA.L R. F!sl-! 0</-7(; -G~'1
Joint tonant(ill
NAME
-,-------------"-- -"... .__._..,--.~.--..__....
B, .5 ;15 (JI(AA!115 N. P-/s/f
ADDRESS
'1"0 .57'EPI;I[It) P. FISH
lIP II/(H/I.~~.I> C.II(,
~~~S, fill /7.31'1
- :5lft?1li -
RELATlONStilP TO DECEDENI
~-..__.....-.--- ..--- .-_.-. ---
A, NJT~ty.4 15'. FIsH
6/tI9Il1/)OIr'It..D
GICI9AJl)CJHIJ..b
c, 'STEPHeN
p, FisH
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---_.~----_.~--_._-..."--~_._-----_._-- ----------------..-----
Jointly-owned propertYI
---.., _.~--,,_._--~_.._~_._----------_.~-. .__.~~---- ____M_. -~---'-'-'--'-
ITEM LETTER DATE
FOR TOTAL VALUE OECD'S OOLLAR VALUE OF
NUMBER JOINT MAOE DESCRIPTION OF PROPERTY OP ASSET % INT, OECEOENT'S INTEREST
TENANT JOINT
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BUREAU OF INDIVIDUAL TAKES
INttf.lHT.NCE UK Ol\llstON
OEPl, 2t.0601
tlARRlS&lIRG, PA 17121\-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/
,'4i~dL
1~"1
NOTICE OF INIIERITANCE T^K
APPRAISEMENT, Al.l,OW^I<CE OR OIS^l.LOW^NCE
OF DEDUCTIONS ^NO ^SSESSMENT 0' T^X
H~-\hl r_ Ar~ ,;l.tll
10-06-97
fISH
08-22-96
21 96-0689
CUMBERLAND
101
[.~~_ni~~~~tn~~:;~~~~"- --"~l
MAKE CHECK PAVABI_E AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER POR'rION FOR YOLIR RECORDS ....
ilE'v: is''-' - fx - AF P - (0'3: 97"i -Noli c i! .oF - YN'H ER iT ANe E - TAX - AP PRA is EM EN"-; -A i..r ow ANe E - oR. - - - -. - - -. - -.., - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PAUL R FIL.E NO. 21 96-0689 ACN 101
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICS BURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
AeN
PAUL
R
PA 17055
DATE
10-06-9-'
ESTATE OF
FISH
------
TAK RETURN W^S' (X I ^CCEPTED AS fIl.EO
) CH^NGEO
RESERVATION CONCERNING FUTullifI[NTEREST - SEE REVERS~-----
APPRAISED VALU'E'OF RETURN BASED ON: ORIGIN~RETURN
1, Roal Estate (Schodule A)
2. ttocks and 80nds (SchGdule B)
3. Clo,.lY H.ld stock/Partnership Interest (Schedule Cl
4. Mortgages/Notms Receivable (Schedule OJ
S. Cash/Bank Deposits/Misc. P9rsona1 Proporty (Schedul. E)
6. JointlY owned Property (SChflduh F)
7. Transfers (Schedule G)
8. latd Assets
NOTEI To 1nsure proper
credit to your accountJ
SUbMit the upper portion
of this form with your
tax payment.
111
(2)
(3)
14)
IS!
16!
(7)
10B,OOO,OO
70,633,40
,00
.......Q.!L
66,61h.!J.Q..
6,641.90
,00
t81
251,888,70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expense5/Adm. Costs/Hlsc. Expanses (Schedule Hl
10. Debts/HorigagR Llabil~ties/Lien5 (Schedule Xl
11. Total Deductiuns
12, Not Value of Tax Return
IS. CharUablo/Governll1.."td 8equ8~t. (Schedule Jl
14. N.t V.lue of E~t.te 'Subject to Tex
9 16,066,40
1)-
110! 139,2.JL
Ill)
112)
(l!ll
114)
11> ,70; 60
235,683,10
,00
--235,683,lQ.
14. 15 and/or 1&. 17 and 18 will
returns assessed to date.
If an assessment was issued preViouslY. lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
IS. AlI10unt of Lin. 14
16. Anount of Lin. 14
17. AlI10unt of Line 14
18. Principal Tax Dua
TAX CREDITS:
---''- ._~_.,_..----.,_.~-'- ----.---
P^YMENT
DATE
06~18-97
NOTE:
,00 K ,00= ,00
235,683,'10 X ,06=-14,140,98
,OOK,15= ,iiQ
'118) 14,140,98
-
.t Spousal r.t.
hxable at Un..l/Chlll A rate
~.xable at Collateral/Cl.s~ Drat.
115).
11(,),
1171
AMOUNT PAID
14,190,98
RECEIPT DISCOUNT I')
NUMBER INTEREST/PEN PAID (.)
'AAz1T4Zt------- 50,00-
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-19-97
14,140,98
,00
44,31
44,31
TOTALTAX CREDIT
BALANCE OF TAX DUE
INTEREiTAND~ -'-
-------------- ---
TOTAL DUE
-------------- --.-----
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST,
If TOTAl. DUE IS lESS THAN .1, NO PAYMENT IS REQUIRED,
IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS fORM FDR INSTRUCTIONS,)
.ES..WAllON, E...... .f d,,"'on" dying .n or b.fUr' D....bor \2, 19.t -- If .ny fu'uro Intor..t In th' ..t.t.l. (ronofor"d
In po.....loo.r .nj.y..ntt. CI... . ,,,II.t.roll b.n.fIolorl.. .f th. d...dOol .H.r th. oxplrotlon.f .,ny ....to for
1110 .r for y"", .h. co...n...llh hor.by oxpr...lY ",or." thO rlgh. to .pprol.. .nd ...... lro".f.r Inhorlt,n.. 1....
,t t". ".M C'... . (c.lI.tol,.I' rot. on 'n> .uch fU'U" Int.r..t,
,;-\
PURPOSE OF
HOlICE I
10 'ulflll t". "qulr...nlo .f 'ootl.n 2\40 .f tho Inhorlt.nc. .nd f...... 1" Act, Aot 2\ of '99~. (72 p,S,
sec:tll.:1l 9140).
D...ch t". '0' portl.n of t"l. Notl" .nd .ub.ll .Ith your p.y..nt '0 .h. R.ol.tor .f Will' prlnt.d on th. r.v.". ,Id.,
--H.'. ch'C' 00' .on.y .rdor p...bl. I.' REGISTER or HIl.LS, AGENT
A r.fund .f . tox cr.dll, ."Ich ... n.t r.qU....d .n th. lox R"urn, ..y b. "qu....d by ,..plO'ln. .n "Appll..lion
for R.fund .1 p.nnsYlv.nl. Inh.rll,nc. .nd E.t,t. lox" (REW-lll3), Appllc,.I.n. or' ,v,Il,bl. .t ,,,. oW..
.f th. ...I.tor of Wills. ,n' .f tho " ..v.nu. DI,.rI.' Dfflc.., cr b, "Illn. thO .p.cl.1 tHour
.n...rln. ""vlc, nu.b." f.r for" ord.rln.' In p.nn.,I"nl' 1_,oo-soH"" cutsld. p.nnsYlV,nl. ,nd
.lthln l.c.1 Horrl.bur. or" '1l1l 707-00"" TOO' '1l1l 77'-'''' 'H..rlng l,p,lr.d OnlY"
flAVHEHT\
REfUND (CR) I
DaJECllDNS' AnY por" In Int.r..' n.' ..tI.fl.d .llh th. .pp..I....nt. .1I0,'no. .r "..Il...n.. .f d.du.tI.no, .r ........nt
.f .." (Including ",c.unl 00' In'or.." .. .ho.n .n Ihl. H.tlc. .u.. .bj.C' .lthln .Ix" (60) d." .f r."lpt .f
thlt Hot1Cft byl
_-wrltlln pr.t... .. It'" P> D.por,..nt .f ..v.nu.. ..ord .f AP,..I.. D.,t, 26102\, "orrlVbur" pA \1It6-\Ol1. OR
__.,.ctl.n to hOV. .h. ..\tor d,.or.ln.d ot .udit .f 'h. ",c.un' .f .h. por..n.1 r."...nt..I", OR
__bppenl to the orphens.' Court.
Foe.'ubl .rr." di>oov."d on .hl. ........n' ,hould b. .ddr....d In .d\l'" t., PA D.o"..."t .f R.v.nu.,
aurP"" .f IndlVldu.1 Tox'" "'HI p"t .".....n' RIVI.. Unlt. D.P', 260601. H.rrl.bu,., P' 171'0-06.'
Phoo. mil 761-6>05, S.. p.,. , .f .h. bo.kl.' "Instru,..I.n. '"' Inh.rI,.nc. Tox ..."rn f.r . R..ld.n!
D.c.d.n'" "E,..!S.1l for .n .",.notlon .f .do'nl.'ro\lVO" ..rr.c..bl' ",,0'"
11 on, 'ox duo I. p.ld ,(thin W'. lSl c.I."d" ..n'h' .ftor .h' d."d.n'" d..th, . IIv. porc.nt ..~) dl...un! .f
tho t8X paid Is Bllow.d,
T'" "" lOX ..n"tv n.n-"".ldo,.I.n o.n.1\' I. ,,'ou'.d .n 'h. ...,1 .f th. tox .nd In..,..t .......d. .nd not
p.ld b.for. J.nuorY 18, 1996, 'ho fiCO' d.Y .ltor the .nd .f ",. .ox ..n"" p.".d, ThI' non-p,,\lclp.\I.n
..n.llY I. .,p..,.bl. In .h. .... ..nnor .nd In \h. "" .... \I.. o.".d .. '0" ..uld .ppool .h. .ox .nd 'n,.r..t
that hat been ..~......d 8' lndlcetad on this notlt8.
In."...t I. ,h",.d b..lnnln. ,(th II'" dftY .f "lIoou.nov, .r nl". '9l "n'hI .nd .n. (\1 dOY fr.' tho d... of
d.,'h, to .h. d... .f o".on', I.x" .hlch h."" d.lInqu.n' b.I." J,nuor" I. 1962 ,,,,, In..r..' .. .h. .....f
.Ix (6Xl porc.n' I"r .nnu. ,,1,uI.'.d" . d.Il' rot. .f ,OOD\64, All .ox.- .hl,h boo'" d.llnqu.n' .n ond .ftor
Jonuor' I. I'''' .111 boo' In'''.'' ,. . ",. .hlch .1(\ v." fro' "I.ndor ,.or ,. c.l.nd" ,.or .I.h th.t ra"
onn.un"d b, 'h. PA D.,,,,,.n..f ..v.n".' Ih. "ollooh'. Intor'" ",.. f.r 19" throu,h 19.1 or"
~ IntGrQst Rrlto. Orlllv Interest rl\ct~ ~ t.n..l!!utll!\~ ~lntgrost Fftctor
198Z ~O'l. ,000S48 \98'/ 9:1. .OOD2fI1
1981 \6'l. ,II004!lB 198ft-19tH 1\:': ,DOO.Sfll
19&4 11% ,DOOSOI 1991 ., ,00aO'A1
1985 Ui: ,OQO!tS6 1993-1994 7'1. ,OOO19Z
11186 10i: ,000274 1995-11)97 ,~ ,000241
.'Int.r"t II oalcuUhd .. follololl:
INTEREST. BALANCE or T^X UNPAID X NU"BER or DAYS DELINQUENT X DAILY INTEREST rACTOR
--An, N.tl.. I..".d ,It or .h. .OX b.'.... ...lInou.nt .111 "fl..' 'n Int.,..t ca"ulatlon to fIft.on (IS) d."
.".nd .h. d... of th. ......."".. If p.y..nt 1. .od. aftor tt" Intor..t c...ut.tI.n d... .h.'" on t""
t-IOtlo., fldditlana1 inter..t lI\Jlt be ulcull'lUd.
ADMIN
lSTR~T1VF.
CORRECTIONS I
D1SCOUHTl
PENALlY:
lHTEREST:
COMMONWEALTH OF PENNSYLVANIA *
DEPARTMENT OF REVENUE C.
INHERITANCE TAX
RECORD ADJUSTMENT U~'lltl IX lfP 11""1
DATE 02-20-98
ESTATE OF FISH PAUL R
DATE OF DEATH 08-2;>96
FILE NUMBER 21 96-0689
COUNTY CUMBERLAND
ACN 101
/' /.) :.'
>,) / { \ ,-/
BUREAU OF INDIVIDUAL TAKES
INHERIlAN':r '.',: OI\ltSION
DEoT, 780601
HARRISBURG, PA tllZ8"0601
'/
CHARLES E SHIELDS III
6 CLOUSER ROAD
MECHANICSBURG PA 11055
[-'-_~~.mount Romltted -J
MAKE CHECK PAVABlE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To incur. prop.r credit to your account, .ub~it the upper portion of this farn with ~our tax p.y~.nt,
CUT ALONG THIS LINE ~ RETAIN lOWER PORTION FOR YOUR RECORDS ...
R 'EV: is'9-j- EX oi.f-p. - i 0'9-:97 TO - --. 'i.-Ii 0 i H-liER Y fi.iii:"E - i'iiX' - R 'E-e OR if- i.iij-us TMENi' - ii Ii - - - - - -. - --.. - 0 - - - -- - -- - - - 0 - ",-
ESTATE OF FISH
PAUL
R FILE NO. 21 96-0689
ACN 101
DATE 02-20-98
ADJUSTMENT BASED ON.
VALUE OF ESTATE I
PROTEST BOARO DECISION
1. R..I Est.t. (Schedule A)
2. stooks and Bonds (Schedule Bl
3. Closely Held stock/Partnership Int.r..t (Schedule C)
4. Horta.g'./Not.. Receivable (Schedule D)
S. Cash/Bank Deposits/Hi.e. Perlonal Property (Schedule El
6. Jointly Own&d Property (Soh_dul. F)
7. Tr.nlf~rs (Schedule G)
8, Tobl Auet.
DEDUCTIONS AND EXEMPTIONS;
9. Fun.r.l Expenses/Adninistrativ. Co.i.1
Miscellaneous Expenses (Schedule H)
Debts/Hartg.ge Ll.blllil../Lianl (Schedule I)
Total Deductions
Nat Velue of Tax Return
Charit.bl./Gov.rn~e~t.l 8equ..i'J Hon-eleoiad 9113 Trust.
Nit Value of E,t.te Subject io Tax
10,
11,
12,
13,
14,
TAX:
IS. Anount of
16. AMount of
17. Allouni of
18. Pr Inc ipal
TAX CREDITS:
[PAYMENT
~ATE
[~_8-97
Line 14 et Spousal r.te
Lln. 14 taxable .t Line.l/Cla.. A r.te
L in. It. taxable .'t Collet.ral/Cla.. 8 rat.
Tax Due
RECEIPT
NUMBF.R
AA211427
OISCDUNT 1+)
INTEREST/PEN PAID C.)
90,92-
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCUl.ATION OF ADDITIONAL INTEREST,
(1)
(2)
(3)
(4)
15)
16)
17)
106.900,00
70.633,40
,00
,00
66,613,40
6.641.90
,00
(8)
250,788,70
(9)
(10)
23,424,63
139,20
Ill)
(12)
(15)
(14)
23,563,83
~Z7.224, 87
,00
227.224,87
(Schedule J)
(15)
(16)
1171
,OO~,OO=
227/224.87~,06=
,OOM,15=
1181
.00
13.633,49
~
13.633,49
AMOUNT PAID
14,190.98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.14,100,06
466,57CR
,00
466,57CR
IF TOTAL DUE IS l.ESS THAN 11, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFl.ECHO AS A "CREDIT" ICR I, YOU MAY BE DUE
A REFUND, SEE REVERSE SlOE OF HilS FORM FOR INSTRUCTIDNS,)
PAYMENT 1
REFU~D (CR)l
REPLY
TO,
DISCOUNTI
PENAl. TV 1
INTERF.!nl
Ottaoh tho top portion of th!. Nottoa and .ub~lt with your paYMant .SQ. paYBblo to the n~~e ~nd addr...
prin1ad on tho rOVar,. old..
." Make oh.ok or 1lI0ney order r.8yable tOl REGISTER Of WILLS, AGENT.
A refund of " tex llredlt, whIoh WBS not requutod on tha TOl< Return, lila'll ba rlll1uasted by oompletln; an
"Applioation for Rafund of PannsyIy!n!a Inharltlllnoll and E\lltahl 1&l<" (REV-1313l. Appl1olltlon, ar. !yailabla at
tha Offioa of thlll Ragister of Wills, any of th. ?3 ReYenue Ohtrlct offlollll or froll the Oep!rt~eht" 24-hollr
an.werin; servioe nUMbers ior forMs orderIng I In PannsY!YQnia 1-800-362-2050, outside PennsYlvania
and withIn looal Harrisburg ar08 (717) 787-8094, TDOM (117) 77e~2252 Ohlarlng h1paired only),
Que,tion' regarding arror. oontalned on thl, notl08 should be addrol$.d tOI PA Dapert.ent of Ravenue, Burlau
of Individual Ta)(II, ATTHI POlt A$IlaUllant Reyiew Unit, Dapt. 280601, Harrlllbura, PA 17128-0601, Phonl
(717) 781-6505.
If any tall. dUI it peld within thl"u (3) calandar 1I0nths nfter tho dlClldllnt's dtlllth, a flve paroent (S%) dlloount
of the taw paid II llllowed.
Tha 15% tll)( a.nalty non~parti(llpatlon penalty is oOMputed on tha tatll! of tha tQx and intarut 8iSlued; and not
pBJd before January 18, 1996/ tha first day after th~ end of the tall. a~n.sty period.
l~t8ratt I. oharged beginning with first day of dolJnquancy or nlna (9) 1II0nths and one (1) day frol the date Qf
dlath to thl data of pay.ant. Ta)(el which bIOll.. delinquent beforll January I, 1~82 bear lntorl.t 8t tho ratl of
liIl (6%) pereent par annulII crllculat"d at a dalh rftte of .000164. All tax", whloh bllealla dllllnqUillnt on and after
January 1. 1982 wIll b.ar Interalt at a rat. whloh will vary frail calendar ye8r to calendar year with that rat.
announced by the PA Oepart.ent of Revanue, Tha llpplloabll lntera.t ratas for 19&Z through 1998 arel
~
f
,
Year
~1.r..t Rat. Dally Intare.t FActor
Interett Rfltll
Dltlly Int.rut FflCtor
V8ftr
1982: 20% ,000548 1987 9% .000247
1983 16% .0011438 1988~1991 11% ,000101
1984 11% .000301 1992 9% ,000247
19a5 15:': ,0003S6 1993-1994 7.% ,000192
1986 10)( ,000274 1991-199& 9% ,000247
--lnt.rut I, calculatad .. follcWl1
INTEREST . BALANCE OF TAX UNPAID M NUKBER OF DAYS DELINQUENT X DAILY IN1'EREST FACTOR
""ny Hottc. lllluad aftar tha h)( baeoll.. dtllJnquant will rllfhct an Jntclrut cftleulfttlon to flftean (1S) day.
beyond thl date of the uUllunt, If JUIYII.nt 11 uda aftar th~ Int.rut COMputfttJon dllh _hown on the
NottCI, addItional Interut "list be calculnted.
PAYMENT I
Detaoh the top portion of thl. Notice and sub_it with your p~y..nt ~ade payable to the na.e and ftddr...
printed on the rlvlr.e ,td..
If RESIDENT DECEDENT Make ohlck or ~oney order pallable tOI REGISTER OF WILlSI AQE'NT,
If NOH-RESIDENT DECEDENT make oheok or ManlY order payable tal COMMONWEAL HI OF PENNSYLVANIA,
REFUND (CR)I A refund of a taK oredlt, whIoh waf not roquAstod on the TaK Return, may be reque.tad by co~pletlng an
"Appl1oatton for Rofund of Pennsylllftnla Inheritance and Eitah Ta><" (REV*BI31. Appllcat!onl are llllaUable at
tha Offloe of thl Register of Will., llny of the "3 Revenue District Office. or froll the Dep!lrtlllllnt" Z4-hour
answering .erlllee nUlllbllrs for for~I' orderingl In Pennsylvania 1-800-362-2050, outside PenMylv!ll1Ja
and wJthln looal tt"rl'i'bUr\l area (717) 181-6094, lDD~ (717) 112-2252 (llenrlng Impalrllld only),
REPLY TOI
Que_tlon. regarding errors contained nn thl, notioe should be addre.sed tOI PA Depart~ent of Revenue, Bureau
of Individual Ta><8s, AnHI POlt h'UlllIent Review Unit, Oept. 260601, Hl!lrrllbur\J. PA 111Z8-0601, phone
e 117) 181-6S0S,
DIfiCOUNTI
If any tIl>< due Is paid within three (3) oalendar ~onthl after the decedent's dellth, a five perceFlt (Sin dlloount
of the taK paid Is lIIlow.d.
PEHAl TV I
The IS% tllK a~nelty nnn-pllrtlclp!ltlon punalty Is co~~utod on the total of the t~>< ftnd Inter.lt a....lod, and not
paid before J!lnuary 18, 1996, the first day lifter the end of the taK aRne.ty perIod.
IHTEREST I
Interllt II charged beginnIng with first day of delinquency, or nine (9) months and one (Il day fro. the dati of
death. to the date of paYMent. Ta><.. whloh beoa",e delinquent before JanU!lry I, 1982 bear Illter..t at the rate of
all( (6%) porcent Plr annUln Qfllou.tatGd tlt II dally rate of .000164. All hKes which bacue delinquent on and after
Janu!lrv 1, 1982 will be!lr Interest at a rate which will vary Irolll calendar year to olllender year with that r!ltl
announced by the PA Oepartlllent of ReveFlue. The applicable InterOlt rAtel for 1982 throu\Jh 1998 arel
V.ar Int.r..t R8te Dally Inter..t Factor
V.ar
Int.rut Rete
Dally Inter.st Factor
1982 20% ,000S48 1981 9% .000247
19U 16% .OOO4Jl1 1988-1991 11% .000301
19M 11% .000301 1992 9% .000247
1985 13% .000SS6 1993-199lt 1% .000192
1986 10% .000214 1995-1998 9Y. .000247
--Interut 11 calculated .. followll
INTEREST 0 BA~ANCE OF TAM UNPAID X NUMSER OF DAYS DELINQUENT X DAI~Y INTEREST FACTOR
I
--Any Hotlce IlIued after the t!l)( becollle. dellnq~,.nt will reflect an Interest calculation to f1ft..n OS) day I
beyond thl dAti of th. !lulllnent. 1f pllYllllnt I. IIlftde nfter the Int11'8S' cOlllputtltlon date shown on the
HoUt.I. IIddlthml'll Interut lIIust be calculnted.