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HomeMy WebLinkAbout96-00733 Ii '"2. () if) ..J :s: .J ...) \.\.l ('(\ N c::c rO ::t N I ..... ." ~ (J" 0 0- w Q) 0 -Z - rA S 3- .. . D \.Li cO 0 _I ... If} :J It: Z tit cc Ll.J c::c ,;:I ~ 0 <:.,} I:~- i : I J' i, Ii Jon [J^rE~ OF OI.MH AFIER IllJ 1/91 CHECK IIERE j INHERITANCE TAX RETURN j!Q~j':luruiG.lliIJjU;lJI'MIllLJl_.___ RESIDENT DECEDENT FilE NUMBER (TO BE FILED IN DUPl.ICATE 21.96.733 WITH REGISTER OF WILLS COUNTY CO", YEAR NUMIlI R DECEDENT'S NAME (l.AST, fIRST, AND MIOnl.E INITIAL) nrct:nENT'5 COMPlET~ ADDRESS IIllson Hszo1 j" won Wost South Street: SOCI-;~~ECURITY NUMBER DATE OF DEAnl DA.TE OF BlfHH Cur 1. i R 10 I P^ 17013 191.18-4908 08/08/1996 08/01/1899 REV. l~OO EX + ('-94) CAB H ~ L ~ R g I{ 0 K P S caM~~~:;;~AIt!'~OF ~WJjii),.I~ANIA HARRI '~~h~ ,~f~~ I,. ,060 I o E C E D E N l' County Cumborland AMOUNT AF.CEIVEO (seri INSTRUCTIONS) 0.00 (IF APPloICABLE)SURVIVINQ SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIAL) SOCIM. SECUnlTY NUMBER ~pplamental Roturn D 4a. Future IntoreSl CompromIse (for dates of dealh alter 12.12.62) []:I 6. Decedent Died Testale 07, Oecedenl Mainlalned a living Trust (Mach co 01 Will) (Mach. copy 01 Trusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI ---0 3, - Remainder Return (for dales of death prior 10 12-13.621 Federal Estale Tax Relurn Required Total Number of Safe Deposil Boxos X 1. Original Return 4, Limited Eslale 06, 1 6, R E C A P I l' U L A T o N COMPLETE MAILING ADDRESS IRIIIN, McKNIGHT & HUGHES 60 lIest Pomfret: Street Carlisle PA 17013 None None None None 192,127.27 33,955.75 None C P o 0 NAME R ~ Ro er B. Irwin, Esquire E E S N TELEPHONE NUMBER l' 717-249-2353 1, Real Estale (Schedule A) 1 2. Stocks and Bonds (Schedule B) (2) 3, Closely Held Stock/Partnershlp Interest (Schedule CI (3) 4, Mortgages and Noles Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch, E) (5) 6. Jointly Ownod Property (Schedule FI (6) 7. Transfers (Schedule GI (Schedule LI (7) 8. lOILlI Gross Assets (talall.inos 1-7) 9. Funeral Expenses, Administrative Costs, Miscellanoous Expanses (Schedule H) 10, Debts, MortgageUabilities, Liens (Schedule I) 11, Tolel Deductions (Iolal Lines 9 & 10) 12, Net Value of Estale (Line 6 minus Line 11) 13. Charit.ble and Governmental B.quesl. (Schedule J) 14, Net Value SubJeclto Tex (line 12 minus Line 13) 15, Spousal Transfers (lor dates 01 dealh alter 6-30-94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M,) 16. Amount of Line 141axable el6% rale (Include values from Schedule K or Schedule M,) 17. Amount 01 Line 14 texable al15% r.'e (Include value. from Schedule K or Schedule M,) 18. Principal tax due (Add tax from Line IS. 16 and 17,) 19. Credits/Sp Poverty Prior paymenl' Dlscounl Inlore'l _ 0.00 + 0 . 00 + 1 .548. 17 0,00 20, If Line 1915 greeler than Line 18. enler the dlllerence on Line 20, This Is Ih. OVERPAYMENT. [[] 0 ICheek hero 1f1.~u a~e te~e.t1rtg a ref.und 01 your overpayment.1 21, UlIne 16 is greater than Line 19, onler Ihe diHerence on line 21, This Is Iho TAK DUE. A. Enlor the inlorest on the balanco duo on Uno 21A, B, ETller tho total 01 Line 21 and 21A on Line 21B This Is Il1e BALANCE DUE, Make Check Pa able 101 R_glatet 01 Wills, Agenl ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ Undol pOT1alllo'iCiT porlury, I dflclare thaI I ha~n axnmlned thl~ HIlum, InC'i'UdTng ;1(;CO~T1piH1ylng nchedulos and slatomllnl!, ,nd to thll bo&1 of my knowlodgo and bellol, Ills \tue, correclllnd complate. dltclare lhat all roal O1lato has been r('ported alllue miu~,ol value. Doc:larallon 01 ptt'p.rer olher than the personal ropr8lontatlve Is blilod on .1l1nformllI!01'l of which proparel has any knowledge. (8) (9) 19,075,04 (10) 85.32 (11) (12) (13) (14) (15) 0.00 X , (16) o ,00 X ,06 ' l' A X C o M C l' T o N (17) 206 ,422,66 X ,15 ' (16) (19) (20) (21) ( 21A) (21B)_ SIGN.4.TURE OF PEASON RESPONSIBLE FOR FILING RETURN -Mary E. Kelso '}) ~I:t 'll l'\ '\1 (,! I, ~:.3~1~~t,u.~lil\~'{j~;:.r!I.~..,....,..... -.......... SIGNATURE OF PRI\ AAEROTHERrH^NREPn[~;Erlr^f1YI: Irwin, McKnight: &. HuUh(;)s /J "'I ( 60 lIost Pomfrot Stroot (,. / Li ). C ,Y,-",'"-, Cnri"1.s1o.,.-PA.--.i.7().fiu.--...........-........-.......-" Copyright (c.) 19 ~ I /ITllioftware only Cfl~iysle;l\~, Inc 226,083.02 19,160.36 206,922.66 500.00 206 ,1.22.66 0.00 0,00 30,963,1.0 30,963.40_ 1,548.17 0,00 29 ,/11,5.23 0.00 29,1.15.23 DATE DATE form 1500 IRol/. 7 94) Estate of: Hazel L. Wilson SS# 191-18-4908 08/08/1996 CONTINUATION SCHEDULE Continuation of Schedule E ITEM 1/ DESCRIPTION VALUE AT DATE OF DEATH 13 The Farmers National Bank, 3,126.28 certificate of deposit #6009155 (confirmation attached) 14 The Farmers National Bank, 2.23 interest on CD #6009155 15 The Farmers National Bank, 5;070.04 certificate of deposit #3009785 (confirmation attached) 16 The Farmers National Bank, 2.15 interest on CD 1/3009785 17 The Farmers National Bank, 1,790.07 certificate of deposit #4009865 (confirmation attaohed) 18 The Farmers National Bank, 5.30 interest on CD #4009865 19 The Farmers National Bank, 2,280.51 certificate of deposit #4009929 (confirmation attached) 20 The Farmers National Bank, 23.84 inter.est on CD #4009929 21 The Farmers National Bank, 8,100.00 certificate cf deposit #40010033 (confirmation attached) 22 The Farmers National Bank, 20.17 interest on CD #40010033 23 Farmers Trust Company, 1,156.13 certificate of deposit #001-0039340 (confirmation REV. 1509 EX'" (1Z.8Il) COMtI<~~~~_JVhYA"'A ESTATE OF Hazel L. \/ilson SCHEDULE F JOINTLY ~OWNED PROPERTY SSU...l21-18-/19QL 08/08/1996 FILE NUMBER 21-96-733 Joint 'onlnt(I): A. NAME Harold D. Wilson ADDRESS 103 Hidden Cove Court Rossfor.d, OH 43460 RELATIONSHIP TO DECEOENT brother. - B. c. Jointly-owned proporty: - ITEM LETTER DATE TOTAL VALUE DECO'S DOLLAR VALUE OF FOR MADE DESCRIPTION OF PROPERTY NUMBER JOINT OF ASSeT % INT. bECEDENTINTEREST TENANT JOINT 1 A 09/1967 Farmers Trust Company, 12,825.86 50.00% 6,412.93 checking account #733172 2 A 03/1994 Farmers Trust Company, 55,085.63 50.00% 27,5/12.82 oertificate of deposit 1125097 (confirmation attached) . ~ . -- TOTAL (Also enter on line 6, Recapltulallon) - 33,955.75 III more space Is needed, Insenaddltlonal sheels 01 seme slzeJ CopyrIght {c) 199~ form loflwato only CPSYI1Clml, Inc. Farm 1500 Sc:hrldule F (I~e.... 12-88) CONTINUATION OF SCHEDULE J BENEFICIARlK\' ESTATE OF FILE NO, Hazel L. Wilson S8#191.18.4908 08/08/96 21.96.0733 Item No. Nume and Address orBen.fieillI)' Relationship Share 6. Swinford C. Wilson nephew $1,666.67 102 Hollywood + 1/12 the Victoria, TX 77904 remainder 7. Richard A. Wilson nephew $1,666.67 3801 Savell + 1/12 the Baytown, TX 77521 remainder 8. Gay L. Jordan niece $1,666.66 3203 Victory Drive + 1/12 the Marshall, TX 75670 remainder *Items 2(8) through 2(19) were distributed years before Miss Wilson's death and are therefore not part of the Estate. **Richard Clair Wilson, brother of decedent predeceased her so his share is being distributed to his children, Swinford Wilson, Richard Wilson and Gay Jordan. r- -.-.. ~, last ]lli1Ul cttth QJc$htnlcnl I, HAZEL L. WILSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby revoking all wills and codicils heretofore made by me. 1. I authorize and empower my eKecutriK to sell any realty owned by me at my death, and not specifically devised herein, at either public or priyate sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 2. I give, devise and bequeat~ an of my property, as , fo 11 ows: (1 ) To Richard Clair Wilson $5,000.00 ( 2) To Harold Dean Wilson $5,000.00 (3) To Mary Elizabeth Kelso $ 500;00 ( 4) To Roy W. Kelso, Jr. $ 600.00 (6) To Mrs. Roy Kelso $ 200.00 ( 6) To Mr s. Jose ph i ne Wi lson $ 200.00 (7) To Grace United Methodist Church $ 500.00 ( 8) To Mr. and Mrs. Harold Wilson one (1 ) set of Noritake China dinner dishes. (9) To Mary E. Kelso my Zenith television. (10) To Mr. L. P. Williams my grandfather clock. (11) To R. C. Wilson the Family Bible. (12) To R. C. Wilson a set of Mikasa Cera stone disheS. (13) To Harold Wilson a lamp which was a wedding gift , r /,', \. ~~-'I"'.\ ~ '*i\',l ... : .. \'-~' / , " .,~\\" 1~BS Hazel L, i'ilson t03 Walnut St" Carlisle. Pe. or Miss Beulah B. Wilson ~' la45 , ------ (: ,,'jl', .. t H. " t..~ . 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".'i!~r 4 ""'''''''''''''''''''''''''''''''"'''1''''''''''''''",,,,,,,,,,,,,,,,,,,,,1"...."".."...._"_'!!_II.l._~~....&I.J- _'~!_,J ..'~. ,.. ~~'.. o r \~\{I{ll ii\ .r- ,tl ") \ ) ,- \ ~\ <A~ --) .i~ ''--~I~i: ~! ~ ~, De~.1945 ..'" j~ ,(' ('<(~';'L"I:.~,',.'(I,'~:)"" '.- :1". t, r'r-.'"'''''' , ~ ... .~'J. ~~:;:.*~;~ r, ., t.. 1,,/ \,/~-~-~'~X!~" \ \ ~~r / l , "P".,'" >, /' ~'.':, ',I " ,. ~ ---- ~ l. Tlu5 BOHfJ IS IU~(lJ UNDIR' ,:J~~'H\r S~Cl)NO Ll9t~~Y ~;tlDACT, ~!' WAR SAVINGS R "~"'loIlIlPlll "'N~I~SVhH:'~,IO'''M[~I''i.'aIlDCO''DI'IONS'tATlr>OtlTNt ~ ! '-.J nAC" IUlltor \T WIU lit ~ID Off\-Y II \>U\\ IIISCIlIIHD AND 011,1(0, AlHI .; -E S' :,-"..., lJ{lIV!UOllf"""'J\"rJI"IID:""WI"".';:;l\(\"I"iRICII~'(If"JWflllTHtAUOR L99 fP;~ 833 r: I,' BOND ERILSL:./ ''''',",'''^,'''''.' ',,..~ ,)," "~J-. '" l.. ~ 1, J ;.Jth'"I''' 't- iL......"\....... . 'L! fJ0 r , _ ....A~" 'WICHI (' '(J '''' ~ '1 I \ _ ~I! r:] .._.~...... ....... > -.. .,~.LllU==~"",,", ,~~.""".c......",-,.._~ ...~~~u"el:~,..,~.... ._......_r~.'1' I O! 1J?i~.....-m,m". fI.'~'f';l; ...W.T~il_l11tlln."""".. ,"""U"""'''.''""'''"''..,rmUllnlU''",,,Of' 1""......";""'''l1mfi~~~;:;~-~~~-~ -ffi-~' '"",', '1 ..'~ . ,~._~:,. '";, . I '_-' I \ )(, ~ ' ~"';.....~,... .~~ ",,,,,.l, ... ~.."'\;.;:i.~ ~Ii!; "..."lb.. 1U"..""......ttn"U..t"f'l.In."au.kIIUIlU................_UI<,..r-~. ~' " ~w.:t.t.~.....~ --"--';'. ..-~'._7,r~'.- . --- -----.- '!l{tl~ li~~(~1!1;IJ!' ~;'U;~:IJliHj (!,t1~)~.{[B~JJii~\ , ,!I ,Ii ,~ lP, _tM>S 1l!1)~~ hH Ift'>ul pAll 1i1lHor 'f<11,L P,\:{ l~I'I!'B~I'~~r J)(')I:.l:...'-U'S _. ....,.. .~"- ""'" ......... -,.-.-..--......-......-. ISSUE DATE WHICH I~, lH[ nflST DAY Of I;, J.:ics !fazel 203 .ti~lnt1t Cur1iole, l... ','/ilson St. l'u. or l.:iss Ileuluh B. ';vi 10 on ~-:~ '_~!_':.-~_'i>~ - ~~~~~W01;.m~:~[~~~.~~ii;li\~"WiJ.;t~~J.li~:~:<,\~~~;;~~~ ~~~i4~~i'.,i~ij'~..\~ii:,i: j",:i';' s,i,,'\,i; I';'S' () j:; :\;'i :i.;i t!(~~~' ': :i ~~~~,~ 11diiiJ ~;~" ~~ 1.~,i:i~;I~'.'''I).(')i';I:\.i'C'S 'I;:~E ~~II"-,~ Ii! ,',-, 1" ... "' . . , -.. '-. WHICH IS THErIRST DAY OF r.~~, '( ,r 1,1 Mire Hazel Wilson De,C~:.~_ ~~ ~'. 203 Walnut Street ~: ~, CerliPle, Penna. it:' t '~~ .~" :,' ,,,,,,,,,,,,,,,,',,,u'''"''''I....l<l'ii;.,,",,,,,",,,,,..,,,",,,. L 15~ 7~P 07~ E l,;:,:~,,',',,' " \"AR cAVII"GS E." UlUI(of!, ."(lI"~'''IIII[l.TCo-1'Hr.:.n.d~Io~''{JU-''II'I!IOM~\I.\f(lh'' 1~1l f~ , ...., ... ~ no,;_ tHU[(,' II "'.... III ~A\\r' nl/,I lr.IIIT' '''',/ "Ill,ll ."0 l'~lt(> .~l' r.~.Ii.: BOt.JD SERIES (;:,ll':~'''!I:'(';J:;:f~';:[;:..:t~,~:'''~?>~:''~I~I)'l'orf'.T"'!;,'~IRr;\0~ 12 ~ % ,"" , '--'11'1' " 1'''1'''''' ~..... ;.\ ~ I , W~f'''I'ltd(''; ',". I ' (,.. (I .....2...r......,...,...._:r......c.~~'~1,l~ :~~~1.T"'~'.;"";;ii~'.' .,.....;;7~~J~~-:.~;;.~':,:,;.:'~':,:,;';"."~~~'~;';,:,;'~,:,;.~.:,:;;.~...;~.;"~'~,:;'~,:.~~~~...J:. :...~.~~~ ~...~.'"TT~~~ l' ,-,\1 ,< .....~ .~t" '-t;-..'.,. ...... '{ . iI llIi W ~ "" ,.. 'I..~' tAl lot I rl .. ~ -t ", ~"I ~(. '" . ~ _~r.(:""'~ {.....,.....I'"- _ . ,~__oI;. .~__;..... '"'''''''''''''''' "'''''''''''''''''''''''''''''''''''."...''''''''''''''...'''..._....."''......:.1. '. ..itf~_a" ..... Wf~~~~.) On ~a, '~, ~WJl~l~~ "~~'~~~fll ?~' i\, )'1'.; ~.' ~ (~ '. '.....{t,II'I'r'-Ul~l.t"t'r~I' ~t'ttrl' 11f~~" Iltrt:t'r't ~.,'.;'~' "", ~, i".\:......=...",).~t_' .... I' . I 11. 1 ., "0\ "1'..'~"'. :L,,,,,,,,,,,,,,,,,,,,,,,';.."'~.."~m ." ,_,.;.._..... ,(. '" .u. ~ .',.. , ".<.. '!-' ~",.."'"",,",,'m.._"""'"""'''.{.j, :ljl;2~':~'.:i"""!!:J~ _, rou V'/;IIH RE(II'o'U) IlllClMI~d5 TO PAY TO r--'--/'--_:!'~'~J'.I: ',j~'r' .........." !. ,-.1. .j' .," ,./ ".,"', I I. I UNITED STATES SAVINGS BOND SlRllS E ~~;" .:t .'~\t..~ fi~ . ,\ ' r' .~ . " .,hs 1::;::,(J 1 .o.J, ',,:1 1.-;OfJ I. (l'iV i 110, Pa. n. 1). yf 1 ISSUED ,t'~:'D:~I~, ~ i),)c(:::.bG~1 1~'{~3 I~ I ~O""" (yrAU' :t'. ~' DUE 10 YEARS . ~ROM &UCH DATI:: ~ L I '.::: I 'C.- 'll- ! ",\:"'1 .-;: '- .1'--' '-' ,_ .... " d/ ~ l ," ~ ... ~ 1<~.II!""I"'>; I ) ();J:",I,:".'-:,I:C';S, ~!-o<. ~1~1'1 :a.~I'il]i~ff" '.' -- - -., .:::,.;:;;;.:<;~~__:_n_ '-";;'1 '~.I.1111 ~ WlTtlOUT INTCREST, TEN Yr"RS rUOM lIiE DUE A5 or WHICH THIS nOI,o IS ISSUEO, THIS nOliD IS IlCO[[MAlllE AT 11 ~ m",;,;,"r,..g,.I,~ lIlE OPTION or THE OVdilR DURING AN) PChlOtl MHR SAID ISSlJf. OAT( (BUT tlOT WtTH1~' THE FlflST SIXTY DAYS) IN [~rr::,">-~~,~"j ~... . MI AMOUNT (QUAL TO ITS REOEMPTlON VALliE DURING THAT PERIOD AS SHOWN BY Tilt FOllOWING "'. ",', .L~.-..-..... I TABLE OF REDEMF-T10N VAL.UES . :::::~. ~fJITI PURINO SUCCESSIVE PERIClO! Art!:A 18liUf, PArt _' I (ISSUE: PRIC[-13?501 I ' FIr,ST ~ HAr!, ',"'" '37,50 12Y.r TO 3 YO-flS ".." S30.S0 I 5 TO !ilt yeARS""" 141.00 17~ TO B '([ARS ..., '4!i 00 . \-~ TO I YlI\Il ..,.., H.SO 3 TO 3\'01 '(C/o,ViS ._,.., 3!l,00 !ill TO G YE:Arl5 ,..." <41.50 8 TO 8\, '(CAllS ," ~6 00 11;: j"1 YfAllS ."" :'1.15 3\1104 Y[AIlS"... 39.50 6106\1 H^fIS"... .4200 81'a TO 9 YEARS 4700 '1ft! "~<~: r~: ", Iv 2 "'1<' ...., "00 . TO ." <fARS...., "00 6\, TO 7 '''RS ...... ",00 'TO '" HARS .. 00 i !,,',.,.,.,t.i::, ,',:: 'I"". ~1.,.,!,!.1:1 tT02I:1YEAPS.."" 38,25 "~T05Y[ARS""", 40.~O 7T07~YEAR!i_,..", "4.00 9~TOIOYEAflS 4900 't""" . . MATURITY VAL.Ur 10 YEA.RS rHOM ISfiLJr DATE-,OSO,()O . i Ti::: I~ ~ l'..:~r: !":~:!- ~"",""J.. l,:',~_ WP ~'t l' t, ',,":Ii ':!~ II THI HCI1"n UI\UlTY eOND ACT, AS ;~ 0..1, .,~,..:! AMCNDt\l, A'IU 1~~,lIL~ r\Jh~llid,' T;', 1'~,,;;,'" If..'\''I_\!Ud (iF-.CUl~ 'i; ~5), F-I',I..I:, , ~'It J,"H 1, I':.:.', ;,1 "::"1 +. ..".".,.,.., t~, \',;! H Hfll![I;Cf IS ~'t.r,[ rOf' A SlAHMdH Of.Hlt i<!Gr'TS uf tlOlDL"~,A~ fUlll A',(, ,'"Ih Till' 51.Me HIE";T ,IS .... II 1", "11i I,L', ':ET r~""h', '. -~ . I ~ THIS [,(,1',[' 1$ ~,'l liq,~I(n>\~l.r: ,U,"n';'"UC6,:flT AS PRClVIt-'(l" UNDf.R SAID C1FtCUUIl, IT IS P>\YAlllf., AT I .!~ ~;' J~-/fll " .1::,ii!,k,,::,":\'R.t:"~""~ :'1' I,: '" q(ln:TY 011 ON LAnl(R f'Ell hlP1IC"", "'~~ 1 1'6 't'H'r ~('(\lSTtilrO OW'll..l,t:J,' UPON TIll .rl.l ".i 1'.'A1'()~j A'd! SUI:Ij( ';[.r II 1.1'.!i ~~I~,ill""",:'I""~<'I,>~,',,',',"',".:'~ 'i,'jl",' . Iit'. Ci 1,,1~ I;;'.D V,ITtt lIt[ R[OU(ST rOR,FAY.)lU~l'..oN TIt! DAn Htfi(Cr r.LJI.\ [XEcult.:, ;.~, ~i :,lCOfil,,'~..;t V,ilt\ }H[ , 50" f'f,;(l\,!>,ON~ or r;~ID C\flCUtAR AND THE rl[ill:\A11('11~ PR[f.CHlflto fROM TlM[ TO TI/rlL HiI(,Eldin!.'". THIS tH)'':) StlA.lL liE V.!,ll('l O'iU' ',r r'I(;,:I:IHt, WITH THE OWfHR'S NAME AND ADDRESS, DAltO THE fiRST DAY r ~ ,I,..~ I 01 TII[ lolor..TH ./. '(>fIICH THE I~SU[ /'HICE IS Rl.fl\lD, A'ID DULY crlll/ERrn BV AN AUTHORlltD 15SUH1G AG[I;1. TH[ ",I., ..f,~' I, !:~ ~ :,1 ,H!OII,n or UNIHO STATES S.",'II-/G!l DaNOS or SERlrs [ M MIl' Cll'$iG".Pl0N, ORIGINALl.Y I!>SUE(J IN MIl' ONE CHEN. I'... 'j' I" '. -f ~ I I'-'P ,[1.,1' 10 Al,) O'1[ PEHSON,It.CUH'ING 1I0NOS R[GISHRt! It! HI'.> NH't HOkE 011 Willi ANOTHER AS COOW1Hf;, 111M :1. IJ\,. tt. : I, ~ ~ ~'.\l 11E tH:,P ('T THAT f'[RS(H. AT1-.',y O'I[ TIM[ !>HAl.I. Nor PCH(l '5,000 IMO\TURIlY \'.HUll. I '" I 'i!F>~:~:i :.:/, "..' ' ii~i '.' "0' ::'::":::::':::~:;"12~."*t"',) 11 ~ I: iiU:~'\;" UIiIHD sum m SIVIIIGS Bn~dl 0 H ,,~j':~ l; '~:'''n"...!j~~-&?! ,.", '" . ,,' . , ,.'.,.. u." ..' "",1, 101;'t~~~,oi!~':'t..~": ":,:_~~~7:.),,:,~,,ultl..."'n.~.~. \r'j:,\"~'" ',,", .. ~~~'~'~~"~'~;-1~1t'.'(:)vt ~ ~~.'~'<<"" "~~:~i\t. ~~,: /'J_'~J"'''''uc~';'~'~'':~~';==\n~ r~"~\.~j'~l ~IJ \',,,";',<,J':,'I' 'I"'.'.:'I)"Y"'~ 'I',r ''''.\'.I,.'''''l,...~''.~~;,\ -r~,<\..,'I".'I'\"I'.i7 . ,'J,',I"VI]r' ;:~,,\ /;?~ 3, ":,j, ~IJ '{ ,'" ...... -11>'";" " "',';,{~';1 I; r1 'l~l:~~ fTI 'II; " IT! 11 ,- :";"rl ~., - .,' ,'- ),....r :\.:~. '('ll,'//l.~~""""~J . ':"""."'"1',', :'~~~",.. ., .. ,).\:\~r/',~" 1 ~<; ,'.'" _ .n~":'''_('_~&' ~:rtI:~,'j.~.~~JI.~mfi~',~~~4_:_':_~-'m'.~Iif~~~~~'lJlIlm~~'n~~nn ' 1,;,."'1",;,."..",,(,,,." THE FARMERS NATIONAL BANK OF NEWVILLE 1 W, Big Spring Avenue P.O. Box 156 Newville, Pennsylvuniu 17241,0156 717-776.5312' 717-776-5452 Mervin 1. Morrison, Preside/v Carolyn H. Kough, E.ulc. Vice President , James E, Showvakcr, ~Cashier Douglas~. Lindsay, Asst. Cashier August 20, 1996 i,",., !.~ '-."1 ";'"fJ'''-' ",'\ ;, ,,'.\' ,"". ..( ',\ 'I "'-J ;'1 \;..,~ ' - ..- in '.j ., _, ,:.'." ;)1 .- ',' '-- \'" I l.-,~~-'iJ t>J'~ ,.,.1 Mr. RogerB, 1 rwin, Esquire lrwin McKnight & Hughes 60 West pomfret Street Carlisle, PA 17013 AUG 21 19.96 ., 'J ,>i. ,,~ I 'f' I \... .'. \"11) i~~';~:~ RE: Estate of Hazel L, Wilson Dear Mr. lrwin: Ms. Wilson had the following certificates of deposit in this bank, all of which were in her name alone - 113009829 $2,334.30 dated January 3, 1996 with $11.85 accrued interest //6009155 3,126.28 da ted February 4,1995 with 2.23 accrued interest 1/3009785 5,070.04 da ted December 5, 1995 with 2,15 accrued interest 1/4009865 1,790.07 dated January 19,1996 with 5.30 accrued interest 1/4009929 2,280.51 dated February 28,1996 with 23.84 accrued interest //4001.0033 8,100.00 dated Apri 1 21, 1.996 with 20.17 accrued interest. ;:: ::y y:;:~ ,-<1L /e:~~ly~h~1~/"' . Inventory of the reRI and personal estate of IInzel L. I'11"on .._._,__.,.~_...,~ .._____"".n_ ,_._ .._---....._,.~--, ....... -. -~ . deoeased ~l ___ '''~'____'"._.,~_.__..~a_.~_ .- ." -- ..~~ -.--- 1. $50.00 U.S. Savings Bon~, Series g. issued December 1945. . . . . 234 56 2. $ 25.00 U.S. Savinfls Bond, Series I' issued .June 1944. . . . '. 107 70 " 3. $50.00 U.S. Savings Bond, SerIes g. issued December 1945. . . . . . 23/, 56 4. $50.00 U.S. Savings Bond, Series F issued December 19/13. 210 III " 5. CoreStates Bank - Cert ifica te of De pas it /10870186 . . . . 49.157 17 6. CoreStates Bank - Certificate of Deposit 111700661 25.016 17 7. CoreStates Bank - Passbook Savings Account /18338139706. 7,375 05 8. The Farmers National Bank - Certificate of Depos it 113009829 . . . 2,346 15 9. The Farmers National Bank - Certificate of Deposit 116009155 3.128 51 10. The Farmers National Bank - Certificate of Deposit 113009785 5.072 19 11. The Farmers National !lank - Certificate of Depos it 114009865 1,795 37 12. The Farmers National Bank - Certificate of Depos it 114009929 2.304 35 13. The Farmers Na t ional Bank - Certificate of DeposIt 1140010033. 8,120 17 14. Farmers Trust Company - Certificate of DeposIt /139340 . . 1,207 69 15. PNC Bank, N.A. - CertIficate of Deposit 1121001054341. 20,094 27 16. PNC Bank. N.A. - Certificate of Deposit 1121001054342. . . 50,235 65 , 17. PNC Bank, N.A. - CheckIng Account /15140425652 . . . . 12,641 39 Ill. Public School Employes' Retirement System - Prorated Payment. . . 306 05 19. $25.00 U.S. Savings Bond, Series E, issued May 1945 . . . . . 111 54 20. Sarah A. Todd Memorial Home - Resident Refund . . . . . . . 2.428 55 0(" r:: - I (Ii I,l I"j ',1 192,127 27 :1_, COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND III u Mary E. KelBo being duly _,SWorJl , _ according 10 law, dopo.e. and say. that ahe t~ th~, executrix 01 Ihe E.tele 01_H,,!"-.eL!e.!,YUS01}. ,._,_,,,,,_,_.'"..__,___,_ lale of the liD rough of Carlisle _, Cumberland Counly, Pa.. deceased and that the wllhl" i. an Invenlory mado by her _,_" Ih. .ald ...".!<-~"-l!tr.i~__..___ 01 the enlire e"al. 01 .ald decedonl, con,l.tlng 01 all Iho personal properly and roal e.,"Ie, excepl roal e.,"Ie ouiside the Commonweallh 01 Penn.ylvanla, end Ihal Ihe Ilguro. oppo.lle each Item 01 Ihe Invenlory reprosont II'. lair value .. 01 Iho dete 01 decedent'. doalh. Sworn and .ub.crlbod bolore me, L. -, ~ '- J ~~.~~~'~~}~~jS~&X*~K-"------ -- 1694 Walnut Bottom Road __ '_'U._"__'_~_ ._.,__ .~__________ ._._~___..__.n_.__~~ Not r n 0<1 ,JacQuaUne L. Ora b gh, r ol,\ry l'lIlillC C.~IBIe Boro, (, berland Counly My ('AlmmlBslon Expires Aug, 14, 19\19 I.1e;rt;;;;Pen~l\llSOdllIkX101~ N.ewville._P~,ln4L_~___~__._____.___ Addr... Oa'e 01 De.th ,__ Q8,. O.y 08____ , Month , ,___,_,,__,__J,2.99______________, Year INSTRUCTIONS I. An inventory mu.I be Iiled within Ihree monlh. .lter appolnlmenl 01 persenal repre.entatlve. 2. A .upplemenl invenlory mu,I be IIled within Ihlrty d.'f' of discovery 01 additional a..ois. 3. Additional ,heels m.y be ."ached .. to personalty or r.ally 4. So. Artlclo IV, Flduciarlo, Act 011949. cu .-l '" ...1 ~ .-l i ~ ~' ~ ~ u ~ ~ . .~ .. ~ ... ~ Ul "" U '" ::1 0 ~ ~ '" '" f;2 w o w Q U\ .... is '" ;.: ,Cl . H ~ ffi .b ... ...,j LL ~ ... E Z ;1j 0 . " ... <tl! '" LL ...,j .-], 0 H I W 0 < ... i: f;< i:l ~ ~ Z '" ~I 0 N 0 Q '" ~ cu ~ . - III ~ ~I cu t3 g 0 '" 731 .... . Z w ~ ... "tl ~ I ~ , ... ~ 0 ~ '" II H ." ... ~ E 0 ... . ~ .g . it ...,j u /5 'IU; ,~// COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE QUREAU OF INOIVIDUAL TAKES fNtltlU lANCE TAl< DIVISION DEPT, 280601 HARIUSBURO, PA 171Z8'0601 NOTICE OF INIIERITANCE TA~ APPRAISEHENT. ALLOWANCE OR Im;AI.l.DWANCE OF DEDUCTIONS AND ASSESS/lENT DF T AK 02'10-97 WilSON OB-08-96 21 96-0733 CUMBERLAND 101 E~~:~_~::~~~~=t~~=~iH.d:~:-j MAKE CHECK PAYABLE AND REMIT PAYMENT 1'01 REGISTER OF WillS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS .... R 'EV: i54'7 n EX- "A F 'ji' i' i If:ij6 T -NoT" i c it" 'OF- i-Nit ER i i Aiic E - T"A X - A P PRiI is E iff' NT ~ - - ii L. i.-ow AN-C E - b-Ii -.. - - - - - -- -.. -.... ...- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HAZEL L FILE NO. 21 96-0733 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COIJNTY ACN ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE I'A 17013 ESTATE OF WILSON TAK RETURN WAS, I X) ACCEPTED AS FII.ED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedule A) 2. stocks and Bond~ (Sohedule OJ 3. Closely Held stock/Partnership Int.rest (Schedule C) 4. Mortgages/Notes Receivable {Schedule OJ S. C.5h/Bank Ueposits/Hisc. P~r$onal Property (Sch~dul. El 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule Gl 8., Total Assets: APPROVED DEDUCTIONS AND EXEMPTIONS I 9. funeral EX~l.ns.s/^dn. Costs/Misc. E)(pen$8' (5chadule Hl 10. Oebts/HortgHg. Liabilities/Liens (Schedul. Xl 11, TClhl D.ductions 12. Nat Value of Tax R.turn 13. Ch.rit&ble/Gov.rn~8ntal aequest$ (Schedul. J) 14. N.t V.lu~ 01 EstMt. Subject to Tax If an assessment was issued previOUSlY. lines reflect figures that include the total of ALL ASSESSMENT OF TAXI 15. Amount of Line lb. Amount of Line 17. Amount of Line 18. Principal Tax Due TAX CREDITS I PAYHENT DATE 11-06-96 NOTE: 14 .t Spou!ull 14 taxable at 14 taxable at rat. Line.1/Class A rat. Coll~tRra1/Cl.ss 0 rat. RECEIPT NUHBeR AA146910 DISCDUNT it) INTEREST i-) 1.54B.17 ) CIIANGED 11) (2) (3) 14) 15) 16) ( 7) .00 .00 ,00 .00 192.127,27 33,955,75 .00. 18) , I '* (9) 110)_ 19,075,04 85,32 Ill) 112) _ (13) (14) U~.15H U UP 111-"1 HAZEL l DATE 02-10-97 NOTE 1 To lnsllr. proper credit to your account, subnlt the upper portion of this for"l with your t.x paYII.nt. 226,OB3.02 19.160 36 206.922.66 500,00 206,422. ';6 14. 15 andlar 16. 17 and 18 will returns assessed to date. .00 .00 30,963,40 30.963. 4~. 30';J63'~0 ,00 .00 .00 ..---- . IF PAID AFTER DAle INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL. INTEREST. IF TOTAL DUE IS LESS ltlAN tl, NO PAYMENT IS ReQUIRED. IF TOTAl. DUE IS REFLECTED AS A "CREDIT" iCR). YDU HAY BE Due A REFUND, seE REVERSE SIDE OF TillS FORH FOR INSTRUCTIONS,) 115) 110) 117) ,OOX,OO, ...:.2! K .06, 206,422,66 K .15, 118) [ AHOUNT PAID 29.415.23 TOTAL TAX CREDIT -- BALANCE OF TAX DUE ~-,,_._-- INTEREST AND PEN. TOTAL DUE C)(') c- :~~i f:' ",1 "-.J :0 (j, ( -"-1 L8 - a iJ h.J __ RESERVATIONl E.tate. of dlold'ntt dY!OQ on or btfQrl OecI.blr 12, 1982 -- if any fl,lt\lri lnt9rut In t~~ ~ttnt. l~~rllnlf.rr;~cl-;~, In Po.~...lQn or tnjoy..nt to Cia., B (collet.ral) ben.flclarl,. of th_ dla_dent after th_ Qxplrntl~lof any ..tat. for lift or for Vlar., th. Cu..onwlalth hlrlby .~pr'llly r.larVla the right to appral.. and 11'8" tr~n.fAr Inheritance Tax.. at th, lawful Cia.. B (~o11at'r81) rat. on any Much future Inters,t. PURPOSE OF NOTICEI To fll\f1l1 th_ rlqulr,ulllntl of SlctIon 2140 of th, InherHanG.and E.tl!lh Tal( Aot, Act 22 of 1991. 7Z P,S. Sletlon 2140, PAVMENTI Oetach th.- top portion of thil Notice I'Ind subllllt with your IHIVlllent to th. ReQlthr of \oI1U. printed on tht rIvers. IlId.. ~-Mak. oh~ck or .oney ordClr p!lVebt. tOI REGISTER OF NILLSJ AGENT All pey.ents reoeived .hall first be applied to ftny Interost which Ray b. duo with any re.alnder applied to the tax, REFUND (CR): A refund of a tax c,.edJt/ whloh loll'll not roquutlld on the lox RClturn, moy be requuted by oOllpleHng en "App!JoatJon for Refund of PennsylvanIa Inhllrltenc. l'Ind Eutah T8l(" (RE!J-!3UJ. AppllcRt1on. ere eVllJlebt. at the Offlo. of tha Reghter of Willi, l'In~ of the 23 RevoOlllf District Office., or by clllling the special 24~hour answering .arvle. nUMbers for forn ard~rln:J1 In PennsyIvanln 1-800-362-2050, olltslde PonnsylvftnJa !lnd within 100al Harrl'5burg IIrea (711) 10'1-8094, TnD~ (17) 172"2252 (H'!lrJng I~p!lIrfld Only). OBJECTIONS: Any party In interutllot lathfhld with the llllprlllSfllllent, 11110\oll\Me or dllllllo....!lnoll of dllductlon" or auull.ent of tllll( {including dhcount or Inturestl a. II10wn on this NotIclI .ust objeot within sixty (60) day I of reollipt of thll NotlclI bYI ~~...rJtten protR.t to thll PA Oopnrtunt of RilI'JlInUt, Roard of ApplInh, Oept. 261021, liarrlsburg, PA 17128-1021, OR ~-lIlectJon to heve the ~otter dlltllrMlnnd nt audIt of thll "ceount of the personal rllprllsentl'ltJ~e, OR --a~pe!li to the Orph!lnl' Court. ADMIN ISTRATIVE CORRECTIOUS I Factual errors discovlIred on this lU.uulClnt should be llddresUld In HrltIng tal PA nllpartMllInt of RlIvenue, 8urul.I of IndJvldul.'tl hl(e., ATTNl po.t Auosnont Revlllw unltl nAp\' 28n61J1, ~larrhburg, PA 17128-0601 Phonl (717) 787-6S05, S.. pIIQS 5 of thll bookllilt "lnstructlonv for InhllrJtllnce Tal( RlIturn for l! Re.ident DeCDdent" (REV~IS01 l for I'ln lIl(plrlrltdIcm of 1IClllnlltrntlvII1Y corre<:tablCl error.. DISCOUNTl If any tal< duo 11 paId wIttlln thrill/ (3) c!llIlndllr lIIollths llf'ter the declldent's dUl'lth, a flvlI petrclllnt L~%l dhcount of th. tal( p!lJd Is ellow.n, PENALTYI The IS% hx !lRn..b non-p!lrtJclpntlon penl!lltV\1 co.puhd un the totllt of th_ tllx Rnd Interllllt usetled, and not paid before Janullry 18, 1996, thll fJrst d!lY niter thll end 0' tho tax !lMnuty periOd, 1hil non~pnrtlclpetlon penalty Is lIppul!lbllll In thlll !i!l1Ul M!'Inner nnd In the tl1_ S!'IlIIe t1r111 Pllrlod lIS you would Ilppul the hI< and Inter..t that hu b.tn ftlSIIlSlId ll' Indlclltlld Oil this notlclI, INTERESTl lnterut Is chargAd uoglnnlng wJth first rillY of dllllnq~uancy, or nlM (9) tllonths !lnd onll (l) d!lY fro. tho datenf duth, to thll d!lte of p!lYlllent. h,XlIl whIch bllClIlIIlI (jollnqulInt before Jlll)Ullry I, 1982 b9111' Intere.t !It thl rl'th of ,Ix (6%) pllroClnt pllr lInnUIl onlcul!lhd 8t " dally rllte of ,000164, All tftl(1lI wt'.lch bllCIUl1I delinquent on !lnd aHer January I, }lU12 101111 blllllr lntllrfl!lt llt II r!'lte Wlllct'. will var\l froR c!llundor yellf' to cnhlndillr year with that rate IInnounelld by the PA [)ellllrtPlent of RlIVllnUll. Tho Ilflpi 10!lbhl Intorut rntu for 1'J"l through 199" lire I '!!.!!: tD.l!!!I.!LB.!.!! !l!.!ll:...1nterltlt F!lttor ~ !ntllrest Rt'lh Q!j..!L.1D.l!r.!.!.l~ 19ftl 20% .000548 1987 9% ,000247 1983 16% .0004311 1?8iH991 11% ,000301 1984 11% ,000301 19n 9% .000l41 1985 13~ .0003S6 1991-1994 1% ,000192 1986 10% .000274 19C15-1997 9% .000l41 --lnhrut 11 culculatlld .. fo11owlI INTEREST" BALANCE or TAK UNPAID K NUNBER OF DAYS DELINqUENT K DAILY INTE~EST FACTOR -~AnY Notiu IUlllld afhr thll hl( bllno..s delinquent wIll r,aflll<lt an lnhr..t <lftlcullltloh to flftun (15) da.'ll beyond the date of tk, !IIuluent. If fJ!ly..nt 11 Jll'lde flfhr tht IntClr..t (lollPutnUon date .hOlom on the NoUce, additional Interut IIUlt b. c'I'lleulal.d.