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IN TilE COURT OF COMMON PLEAS
OF CUMDERLANI> COUNTY, I'ENNSYLV ANIA
ORPIIANS' COURT I>IVISION
NO. .:2.1- 91,. -to97
ESTATE OF MARY E. FISH.:R
pl~CR.:E
,
AND NOW, this") !c( day of _~~%,-L YJ) \,('-('/"-........"' 1996. upon
consideration of the attached Petition, the Coul1 authorizes Barbara J. Starner to have distribution
of the personalty of the estate, and directs any commercial bank to negotiate any checks payable
to Mary E. Fisher and to dose any account and distribute the balance to Barbara J. Starner upon
her signature in accordance with the Last Will and Testament attached to the Petition.
BY THE COURT,
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I nominate, constitute ard appoint my dllughter, I1l\1Wl tlRCOJli, as
Executrix of this my last Will ard Testament. Should my said lr.xecutrix fllH
to so serve for any reason, I appoint my daught.er, B/'.RI'AllA S'I'AHNEH, Executrix
of this my Last will and Testament. I relieve my perool'll'll reprell.entlltive from
the neC'.e5sity of postirq security in conneL"'tion with her' ctutJ.es as such in any
jurisdiction in which she may be called upon to act insofar as I am able by
law to do so.
FIFI'H
In addition to the p.:1Wers confen"ed by law, I authorize my
Executrix in her absolute discretion:
A. To retain in the form received, and to sell either at publio
or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest in all forms of property without beirq
confined to legal investments, ,;md wit.hout regard to the principal of
diversification.
D. To exercJ.se any option or rights arising from ownership of
investments .
E. To compromise cla.i.ms without court approval, and without the
consent of any beneficiary.
IN wr:rnE'SS WHERlOCll', I have hereunto set my hand and seal to this,
my Last Will and Testament, consistirq of two (2) typewritten pages, the first
one (1) whJ.ch bears my signature in the IMrgin for the purpose of
identification, this the :;,0"" day of Il1tfWlI"I , 1994.
_)fJ ('1/ {' ./~ _cdI,' ~
/
MARY E. FISHER
(SFAL)
t\ 'L Qu"'"~
'HV,l~(Kll)( ~ 11111A)
1\ [fit/II till! lollll (11 IlfllI ,itl 111,,1 ,lOA "fl Illlll ,lOll Ihi'. i'.lIlf' BALANCE DUE,
Mnkl.1 Cfln(k f'f1vui,lo 10 NftUhlftl of WOhr Auvlll
..... ... .. .. Of SURI TO ANSWeR All QUESTIONS ON REVERSE SIDE ANiiTOuRECHECKMATH.-.."-------~------
~~dor ponollifl\ {,f puril!!Y, I dndllffl 11i;!1 11PI"" ""PI',,,(t;j thi> (,d"'ll, 11"ILF!llllq lIfIOIlI)l(II\YIl1~1 ~dH\dl!I{\., tine! ~tClt('lnonh, C1~~(i~--th_;;-b~~j-;-(~y.k~~':;;i';Xg.;-;;nibali~(
It IS (rUIl, COrfU!! (l1Ie! ((Jmph,tn ,I do,lllIj' 11,,11 "II,,\[d "'('!!!' hll\ I'''ifl. I"I'''II''() III trill' murk!'! y(dlJO, {),ldmnlion of pr{]porer othflr lhan tho pMsonol representalive is
based on nil informlllioll of wl\llh 111(II';I!1'1 11l1\ 'HI,! ~,fh"IiII'\lq('
5IGNAT,lI!H' ()f l'fllc,(lt,1 HI ',1'( 111'-.1111 L H,ill 11111 j" !l11l/lIt/
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INHERIT ANn 1 A X fH.I URN
RESIIlENl IlICiDl:Nl
(TO 1\11 fllW IN 11Ilf'lIcA Tf
WlTli RWISHR Of' WIIHI
IlII NUMUR
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COMMoNwtll.tHl Of l'H-m~YIVM4i^
tHf'AlltMlNI 01 RrVfNlJf
nEIlT 21106Cil
HAltRISIlUIH'J, PA 111~UUl,()l
nf(TtYffH'<;Til\iif-(rXf,,-n~i,l, Aliil i-,\(lljlti i!II/IAii
;<.:,..$....-,;,;,,< #(""~(( tc,
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YlAR
NUMBER
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!,,"/ rV, C.(/.Id,-,yt! T &,-,
1'111, tV'~t..d $~,.~,,. I'l I7Xr;:-
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, -
...,..., ( ,crHl4'.F;t>"A/1.nD
I J 3, Rurll(llnder Return
(lor "a'.. 01 d.oth prior!o 12.13.821
,Iii 'lIfll(ull\!IIf!I\f tliHlI"t'flli\!. I ) 5, fodowl E~'(llo Tax
(hI! dn!!I'i ill /Iiiillh nllllf It 1'i.1I'11 Roturn Raquirod
,k'] 6, Oucedonl Dlod To~ltl'o i I fl'J(flllllflt MulntHifwd il I ",ihll THJ~1 8, rolul Number of Safe Depos!t Boxes
.1p.,lIa~h. copy.of,. Viilll.... .... . .' .. ..... ..... .'. !.~~hHI~,Jl-'!lt 11'__11 U\,'l ......_.__.._.___ ._._.__.._.....m..
Aii-cOR.REsPONOENCI AND CON.IDINTIAL TAK IN'OMMATlc.NiHOULq.. DIRICTlDTOI d_______d.,________
NAb;N~;;rf. ~~h~:, ~~~1)' I"~'~I,~;;;~.::~!:>F'&~'~.-f jC.vE:Rf~
ffLEPHOt,if'NUMllf!l: 1 "_"-"-~~~~/"~~:::":.t';"~ J/':~~I ".>
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1. R."I hlo!" (Schodul" AI I Ii
2, Stock, nnd Aone!, 15dwdlllll 1\1 j 21
3. Clo~oly Hold Slo(k/PUltllllnl1ip IlIlllllltl I~rhttdliht q I :11
4, Mortuu[Jo\ {Inti Nulm RtlUiilfllhl1l IS(IHH!liln 01 141
5. (<nh, Bonk DnflO\lh S. MiHlllltllltliHI, PntHHHl1 Proporly! 51 ~ I/O.?~r.?
IS\h"""I,, 1'1 ?j
6. JOIl\lly Owo." P"'polly ISthlldlll1l I') I 61 3:!:; 7S-t:):~ ~
7. Tro",I." (5d",""lo G~ (Srhll"!!I" II ( 71
8. TOlol 0'0\\ All,,', (1010111110, 1,71
Q, funorul [,il,rnn,os, AdmillhltUllvo (('"h, Mis(Ol!fHHlCHJ\ I Ql
bpoo.o. (SdllJdol. HI
10. Dabh, Morlgono Uubilillol, Uon, jSdwtlulo IJ
11 T 0101 D.duelioo. ('01(11111111' 'I & 10)
12. NOI Vol". "I 1',101" (11,,08 IIIi"" Ii". 111
13. Cnarilubl6 ond Govllrnmllnlul I\oqutlu, ISdHldulfl 11
14. N.I Volu. Suhl." 10 11" IlIno 17 ",Iou.lilllo 131
15.
(111:0/1 Zq:~'~P
(121 2~(p......,C;7
(131 ~-_-umc.
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ti 3'1 7~ 1/7
( 81 ~--I- _um___
(10)
Amollnl of IIno 14 !(I)({lbllJ (II <1% nHp
(Indudo "qluo$ from Sr.hfHlul(l K or Sthnduln M,l
5 'ftZ &-7;<fq,-o/T
(Ilium
16. Amount of lino 14 lo/(uhlo fll I !IliA! rnl(l
(Indude vnlulH from Sdwdulll 1\ or Sdwdlllo M,l
17, Princlpoll{lJ( dllo l^dcl lOll: frilllllil1l1 l!:i Ilfld !rollllinn 1 (l.)
18, Crodil~ Prior p(lYIl\nlll~ ni~( 0(11\1
(161
___x .15:::1
(171
loforosl
119
(18)
(1'1)
If lil\o 10 I, 011111111/ Ihlll\ lilll. II, lloll" Ifll' diHflllllltll tinlillll 19 Thi\ h lho OVERPAYMENT.
mil
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C.lfft~ tllll'. I( ou ute ,.. "...In ., r. und Q vqU( overpaymont.
~O. If !inn 11 i~ \I'I'lIlflf Ihull lilH' III tlllliot Ill" ,Idfpltll,i P 'HI lintl to Tbi, i., tho TAX DUE.
^ flllnl Iho (1IInln';! "1\ ,1", llidlllli (I dlil! !Ill linn /Ol\
(20)
(2DAI
(20&1
r "lil"~1 C,,". _I . _ -
(Jlf) (lih';/nur 'Jt. 1m. /JOI/il'S/,flfl95. f'/J
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17 (.I,/. ~~(A7Al ~, {A~<'IS"6r rA /7a3
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OAn;lI~/1t.
[)AT( -- ---- -...
IIIF/70
----.---.--.-/,,'.."1......._..____
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/5.../1!r) ,::::
BUREAU Of INDIVIDUAL TAXES
I~RITAHCE TAlC OI'J151OH
DEPT. 280601
HARRJliftlJR(J, PA 11128"OllCl
NOTICE Of INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
01-28-97
FISHER
04-27-96
21 96-0697
CUMBERLAND
101
f~-. ^.~~t-Re"!l!tOClJ
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ~
it"EV: iS47 - Eif "A f: p- - [i'F 96") - NOY i 6 E - -ot?- YNH Eli if iii.;c E - 'fAx - A-P PRA"i S E 'j,fENr; -A Ll:oWAN"C E - c"li- - - - - - -" -" -" - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY E FILE NO. 21 96-0697 ACN 101
DATE
ESTATE OF
PATE OF DEATH
FILE NUMBER
COUNTY
ACN
BARK A DAVID
17 W SOUTH ST
CARLlSI.E
PA 17013
ESTATE OF
FISHER
TAX RETURN WAS: I X) ACCEPTED AS FILF.D
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R..I Est.t. ISch.dlll. A I
2. Stocke and Bonds (Schedule Bl
3. Cla..ly Held Stock/Pertnftrshlp Inter..t (Schedule C)
4. Horta.g../Not.. Raceivabl. <Sch.dul. Ol
5. Cash/Bank Oepos! ts/Hhe. Parsonal P,..opa,.ty (Schedule E)
6. Jointly Owned Property (Schedule FJ
7. Tr.n.f~rD (Schedule G)
8. Tobl Assah
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Exp.nsns/AdM. COlts/Hllo. Expens.. (Schedule Hl
10. Debh/HodUag. Liabilities/Liana (Schedul. Il
11. Tot.l Deductions
12. ~t V.lue of Tax R.turn
13. Charitabl./GoYGrn~.ntal Bequ..t, (Schedule J)
14. Net Velue of F.st.t. Subject to rex
If an aSBess.ent was issued previouBly, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. A.ount of tin. 14
16. A~t of line 14
17. A..unt of line 14
la, Prinoipal Tax au.
TAX CREDITS I
----<-- - ..."-------------.---. .._-~._.-
PAYNENT
DATE
---rr::Ts - 96 .
NOTEI
.t l)pou..l
tax.bl. ..t
taxable .t
".t.
Lln..I/Cla~. A rate
Coll.t.ral/CI... 8 rata
RECEIPT
NUNBER
AA146942
OISCOUNT 1+)
INTEREST 1-)
.00
CHANGEO
III
12)
13)
(4)
IS)
16)
171
.00
.00
.00
.00
1 . 02 5.:..ll.
33.750.00
.00
18)
*'
~(Y.I~' 1M ~H IIt.tfJ
MARY
E
(9)-
110)
6,125.50
.00
Ill)
112)
113)
114)
DATE
UI-28-97
NOTE I To inlure prop.r
ell'.di t to )lour aClcount I
lubMit the upper portion
of thh forn with )lour
hx pay...nt.
34J.,!.J.2.,.'!l..
6.1?~ ~n
28,649.97
.00
28,649.97
14, 15 and/or 16, 17 and 18 will
returnl alKeSled to date.
I1S)
116)
(17)
. 00 X. 00=
28,649.97 X .06=
,00X.lS=
(18)
.00
1,719.00
.00
1.719.00
_B:~::_~ T~~ ~:~~~~__.~_~719 ~_~~_J
L:~~_Ei;~:~ A~~~::~: ~_____.~~_~__j
IF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REQUIRED.
IF TOTAL DU~ IS REFLECTED AS A "CREDIT" ICR), YOU NAY BE DUE
A REFUND. SEE R~VERSE SlOE OF nns FORN FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AHOUNT PAID
1,719.00
lioc, "
Fit: 'I
ul
11'/:11[;
'Y'I J/\t~ 24 1'1 :07
CII;, .'U'
CUl'nL , F'A
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RESERVATIONl E.tat.. of decedentt d~lng on or Mifar. O~.lltMr 12, 1982 -. 14 any future Intu..t In the utah 11 tran.hrred
In pOI.,.llon or enJoyeent to CIa.. B (co11aterall b~flclarl.. of the dlcedent ~ft.r the expiration of any ~It.t. for
I1f. or for v..r., the Co..onwlftlth hereby IMpr...lY r...tv.. the rIght to appral,. and a..... tranl'.r Inheritance TaXI'
at thl laNflll Cia.. " (oollaterall rP:lt. on eMY luch future Int.r..t,
PURPOSE Of'
NOTICE I
To fu1flIl the requlrlMnt. of Section 2140 of the tnhtlrltl!lnCll and E.tat. Tal< Act, Act 2:2 of 1991. 72 P.S.
SICtion 2140.
PAYHEHT I
Detach the top portIon of thJ. Notice ~d sub,It with your pay,.nt to the RegIlter of Will, printed on the rever.. ,Ide,
--Hake chick or 1ll0nlY order peyabll tal REGISTER OF MILLS, AOENT
All ply..nt. recal"'lId Plhflll flrlt be l'lppllad to IIny Inlarellt whIch may bll dUll with I!lny ra.alndar appllllld to tha tax,
REFUND (CR)1 A r.fund uf a tax credit, which wa. not rllque.tlld on the TaM RlIturn, .ay b. rllqu.lt.d by oo~l.tlna an "Applioatlon
for R.food of Pemlylvanla Inh.r1tlllnOll and Eltate 18M" (REV~IU,U. Appl1cationll tire a...allable at the Office
of the Reahtllr of Wllh, eny of the 23 RlI....nuIl Ohtrict OHlc... or by calling the .peell'lt Z4-hoUr
lMllwarln; IIlrlJlce nu-berl for foru otdarlngl In Pltf"lI"Ilyl...anJa 1-800-:56Z-20S0, outlidll PlInnlylvanla and
within local Hflrrlllburg arllft <711> 787-8094, TOO. (711) 772"ZZSZ WlIl!lrlng I.paJr.d Only),
OftJECTlONSI Any pflrh In inhr'ut not satllfhd with the apprflls9111.nt, tlllowftncll or dl'l'll1owanc. of dedu<lt!ons, or 8........nt
of hit {ln~ludJnSl discount or lntllr..tl III shown on this Hotlce IIIUlt objllct within sll<ty (60) day, of reoeipt of
thlt Notlc.. bY1
nwrltt.n protut to the PA Olapo!lrtaent of R.....nu., Board of App.als, Oopt. 2810Z1, Hftrrhburll, PA 11128-IOZI, OR
~-Glaotlon to ha.... the .att.r dater.lned at audit of the account of the p.r,onal repr"AntatlvQ, OR
--appul to tha Orphan,' COllrt.
ADMIN
ISTRATIVE
CORRECTIONS I
f!Kltull lIrror' dhco....red on thl, lU.e"Hnt sho\lld be /'lddr....d in wrlttnll tal PA O.pl!lrtHnt of R....~,
BureltU of Indl...ldvlll TaM.I, AlTNI Po.t hu...ent R....I.w Unit, Dopt. j/80601, flarrlsburll, PA 17128-0601
Phona (111) 187'.6505. S.e paga S of the bookl.t "Instruotlons for Inherltanc. Tal< R.t~rn for It Ruld.nt
o.cectent" (REII-ISO!) for an e)(plMatlon nf adIIJnistreti....1y corraotllbl. arrors.
DISCOUNTl
If any tftX due II Pflld within thr.. (3) cllllndar _onths lIfter the u.cndlnt', dlath, a fl.... p.re."t {S%l dllcount of
the tex paJd is allowed,
PENAL TV I
ThtI Hi:( tax ""sty non-parUcipetion pel\lIlty I, COllPlltMi on thti total of the tax IInd inter.st UH..Itd, and not
paid before January 18, 19lJ6, the fll',t day l!lftu the .nd of tm. tax MOIsty p.rlod. This non-participation
penalty it lSppaahbl. In the ,.. _anner and In the the SfUlft tlM period as you Iolould l!lpp.ftl the taM and Jntlrut
t:het ha, b..., fl......d at IndJcfltad on thls noUca.
INTEREST I
Inhrnt II (lhllrll8d b.1I1nnlflQ wlth flrlt day (If d.llnquW\(ly, or nln. (9) 1I0nth, and OM (1) dllY fro. the dati IIf
de.th, tc thti dati of pavant. T8)(u which ~ delinquent b.for. January 1, IlJ8i? bellr Jnt.r..t at tM rllt, of
.he (6:() perc....t per afYll.II caleullltltd at II dally rete of ,000164, All taM" whJch bK" lMl1~t on IIlld after
January 1, 1982 will ballr Int.r.lt at a rete which will ...ary frOll calendar yur to cal.ndar y.ar with tMt rate
lW"InOUnOed by the PA Daplll'tMnt of R....anue, Thft appllCabll lnter.st rlttes for 1982 throufllh 1997 flral
~ lnterut Rat. O/'llh tnt.rut F!Kltor t.!..1I.! Interlllt RaU 0811y Intlrut fltCtor
IlJ8Z 1.0:< .000S48 1~87 9% .000241
1983 16:< .0004Ja lC}M~}l)91 11:': .000:501
19114 11i: .000301 1992 'X .0001.47
19t1S 131- .000356 1993-1991'+ 1% ,000192
1966 10:': ,000274 I"'S~ 194J1 'X .000247
--Inhr.at is oalcul.tttd .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotle. l"uad IIftar the tax bttoOM. dellnqJWlt will r.fleat an Int.rut caloulation to flft"" OS) day,
beyond thtl dllt. of the a......."t. If PII'(Hnt Is _1KkI /'lft.r the Intu.,t COllputatlon dllh .hown on the
Hotlc., additional Int.rut ...t ba calculated.