HomeMy WebLinkAbout96-00746
1':--11I1., 01 Leora M, Lack"y
also kW;\WI (is NOl1t~
PETITION H)I{ PIWUATE nud (;I{ANT OF LETTERS
'-ILi&'
21-<)(,-
Social S('('I/;lly No.
_ ___, [)(J('(J(l.\C'd,
191-36-5536 .
No.
lo:
Regisl"1 01 )Vills 101 IIIl'.
('0111111' ol(.[fflU.lOrlimd . __ in Ihe
C(lll1n~()lIwl'alth of Pennsylvunia
The pelitlon or II". IIl1lklsiglled lespeelllllly lepresenls Ihlll:
Y 0111 p"litiollel (st, who ~I<n e I H yell" 01 age 01 oldel an I he exeelllrix
Inlhe illsl will 01 Ihe lIhow deel'denl, dllled August IJ>, __
nnd emlidl(s) dated none.
_._._________._ nlllned
___________' 19.9.L__
R.l1~Ii~IIJ<:..r,.a<5kex . dIed .~l17l96 . ~ EstafiJ No ~ u~21.:<J6""~j9f-:-'===_-=-'---':--=:
(~lilll' I'l'k\'<l1l1 d!l'lIll1\tarlL'l'_~, \',1-:. rl'tllllH:lllll(Jl1, dt\llh Pl' l''(l'I.'Ult)l, clc.)
Deeendenl was dOll\ielkd al delllh in __ Cumberland___ ___ ___._.('(H/Illy, I'ennsylvnnlll, with
h<.;alO!h--llIsl lalllily or prindplll residence al_Q;3Q NQXWU<lnQYQr...suQ.\'J;.,..______._._
._..i'lJ::1..sle, )?ol1!1sylvarlia 17013 . (B()rollghof CarlisieLn______._____
(11,[ -',!t'l'l'l, Il1lfll\ll'l' Hud 1I11llldp.dily) (~(
Deeendenl, Ihen __89.._.. years of lIge, dkd ....II.11gg:3.t~ '3.L .________.___.______..__., 19_~__,
at _~fl.Cl!)_cLGrossiJ1gs. Hetir~nt: JlolllQ (aQJl:thMidQ.lQ_tQlL'L'Qwrulhip.L_.__,
Exeepllls lollows, decedent did llolIllIlITY, was 1101 divoreed and did 1I0t have II child born or adopted
nllel exeelllioll of Ihe will of Ie led 101 ploblllC; WlIS Ilollhc victim 01 a killing IIl1d \\'IIS never ndjudlealed
ineompelelll: no_ exceE..t:ions _ __ ~ _ ___ ..._____._._______
Decelldenllll death oWlled propcrty wilh ,'stillllued 1'1I111cs as follows:
(If domieiled in I'll.) All pcrsolllll property
(If not domiciled ill I'a.) Persollal properly ill Pcnnsylvanill
(If not domiciled ill I'a,) I'l'rsollal property illl'lIl1l1ty
Vnluc of rcul CstHlt.' III Pctlllsvl"Hlllu
sit uated liS lollows: __ 630' ~orth
$ _ 500-L9_00. 00
$--..-----'---
$
$-------
Hanover_flI.J:ee.t.L .._~.9.r li~l~.l_r~nn.ID' lvania 12\l1L.
WHEREFORE, pelilioller(s) r"spcclllllly requesl(s) Ihe probllle III' ill\' 11IsI will und codlcl1(s)
presenled herewitlllllld Ihe grant 01 Iellers_-'I'e..!3_tame_n_1:?JY..._____.____
(ll'stilf1\l'lllary; admlnistratl\llll'.l,;t,; lldmlllbtrilllon d.b,lI,l',t,il,)
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-CaiiislePA 17013
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ifclrl3ara Jo ar
-STlO"iiamIIfon Street
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.711.-::_2.43-::.7..4..09
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OATil OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01' )'ENNSVLV ANIA l HH
COlJNTY (W CUMB~ J
The pClilionl'l'(s) lIhol'e.named slI'car(s) m alfirm(s) lliallhe slal,'metUs inlhe fmcgolng petitionlll'e
Irlle lIlld ,'OITl','llo Ihc bcSI nl llic knoll'ledgl' lIlld belief nl pelilioner(s) and thai liS personal repl'esen.
IlItll'(,(s) 01 Ihe ahol'e decedl'1l1 pelilio"er(s) will wclland Iruly administer Ihe eslllle according 10 IIIW,
Swo I'll In.. or Hllil'lllL'd. illld.SllhSI.'l'ihl'l~1 ....
before mc Ihis n 10 fH d", of n .
-~~ liJ (2\ L~_Jl-(j.).
(/~r.'~<-'-Jt., f'-'-~tt/1!t:(;tJ. 4'
MllW C. liC!wis, NI'gisll'/' (I
_ _____on ..._____ '"
Ci;lrolYI1 Ann l-loovorl. ,fl;'
CC"t.-<.jif; 4n n ]"fC.pt...CiI-t.j
Bil!:1)c'lril"fJO Bear ~
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'v..,,)c(t ('(U.(l.-,d"! .,\.;,J-i'CI.",.. ~
N (). . ._.__2.l::.2JL.:. 746
Estate of ~. Loorq M.Lackoy
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW .__~opton~:.Cl::....?}.L..__.._..____~ 19__2i!..., In consideration of the petition on
the reverse side hereof, salisfaclory proof having heen presented hefore me.
IT IS DECREED thai the instrument(s) daled_._lWquBt 16. 1990
described therein be adm/lted to prohate and filed of record as the last will of.
Leora M. Lackey
and Lelters cj;;;~tameniBry ___----- .--------
are herehy granted to _ Carol yn Ann Hoover and Barbara Jo Be<lr
Mary C.
""', '7.1'kD j~~ ..;, 1_../8&
R,gi'I,;'"';r;;lIi:rr ({Po'
FEES
Probate, Lelters, Etc. """'" L]40, OQ_
Short Certlfleutes(5) ..,.,..... $_J.i,OO
Renunciation ",.......".,.. $-----.,--nrr.
X-Page o.vv
JCP $ . 5, ee
. TO~AL _ $ 363.00
Filed .?!3.P.~~~"..~. d~~L",,,,,
Robert R. Black, Esq. (06267
ATTORNEY (Sup. CI, I.D. No,)
36 S. Hanover St.. Carlisle. PA 1.7013
ADDRESS
(717) 243-3727
PHONE
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Called attorney on 9-24-96,
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LAST WILL AND TESTAMENT
OF
LEORA M, LACKEY
I, LEORA M, LACKEY, of 6.10 North Hanover Street in the Borough of Carlisle,
Cumberland County, Pennsylvania, heing of sOllnd and disposing mind, melnory and
understllnding, do herehy make, puhlish and dedart' this us and for my Lust Willund Testament
hereby revoking and making void any and all Wills hy me at any time heretofore mlll..le.
I, I direct my hereinafter named personul representatives to puy all of illY just debts and
funerall,xpenses as soon after my death as may hl' found l'onvenicnl to do so, including Ihe
payment of lUlY and all inheritance, est/lIc and death taxes which may be pllYllhle on a..:count of illY
death reglu'dless of whether the assets on whiCh such taxcs lIre hased are part of illY probate CStatl'
or no!' I directlhat my hody bl' intefTed on my hurial lot IIK:atcd ill Westminster Cemctery in
North Middleton Township near the Borough of Cllrlislc, Penn:;ylvania,
2. I givc and bequeath all mutual fund shares owned by me in my name, up to 1\ vallie of
$600,000,00, to my two (2) daughters, Carolyn Ann Hoover and Barbara Jo Bear, in trust, to
retain or reinvest the same as in their judgmcnt is best, and to pay the incolTl(, arising therefrom at
least annually to or for the benefit of my hushand, Russell K, Lackey, so long as he shall live,
and at his death said mist shall terminate and the principal thcn:of shall be divided tx]ually between
my said two daughters, Carolyn Ann Hoover and Barbara Jo Bear, their heirs and assigns,
provided each of thcm shall survive my hushand, but should either of them predecease my
husband then the share such deceascJ daughter of mine would have received shall be distrihuted
to such of her issue as shall he living at the date of my husband's death, per stirpes, and if there
be no such issue the same shall be addcJ to the share of my other daughter, per stirpes.
3. Ali of the rest, residue and remainder of my estate, real, personal and mixed and
wheresoever the same may be situate, I give, devise and bequeath to my husband, Russell K.
Lackey, his heirs and assigns, to the exclusion of my children, born and unborn, provided my
said husband, Russell K. Lackey, shall survive me by a period of ninety (90) days,
4. Should my said husband, Russell K. Lackey, fail 10 survive me by a period of ninety
(90) days, then in such event all of the rest, residue and remainder of my estate, real, personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to
my two (2) daughters, their heirs and assigns, they being Carolyn Ann Hoover and Barbara Jo
Bear, provided each of them shall survive me by a period of ninety (90) dllYS, but should either of
them fail to so survive me then the share such deceased daughter would have received shall pass
to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there
be no such issue the same shall lapse and be added to the share of my other daughter,
Should either of my daughtcrs receive china or silver or other items of family use and
sentimental value, it is my requestthm the daughter ret'eiving such itcllls eventually pass them to
her descendWlts so that these items will continue to remain in the family.
5. I herrby nominate, constitute and appoint my husband, Russell K, Lackey, as
Executor of this my Last Will and Testament, but should he fail to qualify or cease serving as
such, then in such event I nominate, constitute and appoint my two (2) daughters, or either of
them, they being Carolyn Ann Hoover and Barbara Jo Bear, as alternate or successor Executrices,
and I further direct that none of them shall be required to post any bond to se,cure the faithful
performance of his or her duties in the Commonwealth of Pennsylvanill or in any other
jurisdiction.
6, In addition to the powers conferred by law, hy hereinbefore nllllled personal
representatives and Trustees are empowere.J:
a, To invest any part of the trust corpus in such securities, investments, or other
propeny as lIlay be deellled advisable !lnd proper, irrespective of whether the same arc authorized
for the investment of trust funds under the laws of any goveming jurisdiction.
b, With respect to !lny corporation, Ihe slocks. Ixl/lds, or other securities of which
may be held, to vote in person or by proxy on any shares of stod; to consent to the merger,
consolidation or reorgani7JlIion of SUi'll corporations; to l'Onst'nt to the leasing, mortgaging 01' sale
of the property of any such corporations; to make any surrender, exchange or substitution of such
stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of
such corporations; to pay all assessments, suhstTiptions and other SlllllS of monl~y which may be
deemed wise and expedient for the protection and maintenance of the proponionllte interest of the
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investment in such corpomtions; to e~ercise any option or privilege which may be conferred upon
the holders of such stocks, bonds, or other se<.'urities of sllch corporations either for the
conversion of the same into other securities or for the purchase of additional securities, and to
make any and all necessary payments which may be required in connection therewith; and
generally to have and exercise as to all such stocks, bonds and other s~-curities, the powers of an
individual owner who is under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate
shares shall have undivided interests,
d. To sell at public or plivate sale for cash or upon (:redit, or pWlly for <~ash and partly
on credit, and upon such tenns and conditions as shall be deemed proper, any part or parts of the
trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or
propriety of any such sale or to see to the application of the purchase moneys arising therefrom,
e, To keep on hand and uninvested such money as may be deemed proper and for
such period as may be found expedient.
1', To compromise, seule or w'bitrate any claim or demand in favor of or against the
trust estate.
g, And authorized in the discharge of fiduciary duties, to employ counsel and to
detennine and to pay such counsel reasonable compensation which shall be charged against the
principal or income of the trust fund, and shall further be entitled to charge against tile principal or
IIlcome such other reasonable expenses and charges as may be necessary and proper to incur for
the proper discharge of fiduciary duties and for the proper management and administration of the
trust estate.
h. In making any division of property into shares for the purpose of any distribution
thereof directed by the provisions of the trust, to make such division or distribution, either in cash
or in kind, or plU1ly in cash and panly in kind, as shall be deemed most expedient, and in making
any division or distribution in kind may allot any specific security or property or any undivided
interest therein to anyone or more of such shares, and to that end may appraise any or all of the
propelly so to be alloued and the judgment as to the propriety of such llllotmentand as to the
relative value for purposes of distribution of the securities or property so allotted shall be final and
conclusive upon all persons interested in the trust or in the division or distribution thereof.
IN WITNESS WHEREOF', r have hereunto set my hand and seal to this my Last Will
and Testament written on two (2) pages, this I (,.~day of a..~-, 1990.
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;!, {'I ,L. )J'/ ,.A. <<i~-(i;' , ," (SEAL)
Leora M. Lackey ~
Signed. sealed, published and declared by LEORA M. LACKEY, the Testatrix above
named,as and for her Last Will and Testament, in Our presence, who, in her presence, at her
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(OMMONWEAllH OF PENNSYlVANIA (TO BE FILED IN DUPLICATE
DEPARTMENT Of REVENU' 21 - ')6 .. 0746
HARRllf.Jl'ldJ;'ln28.D6Q.1 WITH REGISTER OF WILLS) COUNTY CODE YEAR
DEceOENT'S NAME IlAST, FIRST. AND MIO(lLE IN!IIAII '-'-~"'-"-'---lrJf(tfif~jh (bMPlUI All{Jllf55
Lackey, Leora M. 630 North Hanover Street
Iii SOCIAt-SECU'"YNUM''''----- -...-. [PAT' 01 'HA"'-. '11"-''-0'''''''.' Carl.i.sle, PA 17013
._; __ I" ,:,~c:~'~~~'::~'::::'_'N'M""". ,,'" ~jo~IQ:!.i!~16":I:~:~,9,(g,:,,,. ....... c~:[,M:~~~~~~~~lf:':,:=~,iSi~===_=~~==-~~
50 1. Original Rahlrn [.I 2. Supplemental Return CJ 3. Remainder Return
liar dole, of dealh prior 10 12.13.B21
o 4. Limited Eslole [-J 40. Future Inlorost Compromise [}(lS. Fodoral EstatB Tox Return Roqulrod
(for doto\ of dtlOth ofler 12.12.B2j
l~ 6, Decedont Died Tostate LJ 7. Doc-edant Maintained q UYing Tru1t _9_ 0, Tolal Numbcr of Safe Deposil BOX6S
(Allach copy of Will) __.,__......J~~~~~h (op~1 Tru~__._,.____..._._,_..____
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
l13ffi NAME - "--~~jCOMPltlf"MAIi:T~.jGADDR[5~
::i!i1 ....I3~eert R._.J3_l.il(c~L.I~sq..__.__.___________......_ 36 Sout11 Hanover Street
S~ '"''N'7N{tM''' 243-3727 Carlisler PlI 1 I9B
-----~J. -.---. ' . ...._~,~c,="""'"."=~~==="'~.-.='".,.,""',,.=.===,,~"'~.,"':;"ii;.'-~'=="-n--- _~
1. Reo' E.lole (Schedule AI ( 1 I __.. __89,200.00_ . __.. " :u (~
2. Slack. and Bond, IS,hedul. B) 12) __n_ 404,.204.~23. .,
3. Clo.ely H.ld SlocklPorlne"hip Inlere" (Schedule Cj (J I ____ ___._ ... 0.00
4. MO"B0ge\ and Nole. RecelvablelSch.dule D) 14) ._______.__. 0.00 ____
5. Co.h, Bonk Depo,'" & Mlleelloneo", Pe"onol Prope"y 151 ______J46,_543~.1.5_______u
ISchedu'e E)
0.00
6. Jolnl'y Owned Prop.rly ISchedule FI (61 _..._____._
7. Tronlfe" (Schedule 0) (Schedule Lj 171 ..._..__......_____0.00__...
B , Total Gron Auots (total Une~ 1.7)
9. Funeral Expenses, Admlnhtraliye Costs, Miscollaneous
Expenses ISchedule HI
10. Deb", Morlgog8 liabilities, liens (Schedule IJ
11. Tolol Deductions (10101 lines 9 & 10)
12. Net Value of Estate (line 8 minus liM 11)
13. Chari/able ond Governmental Bequests (Schedule J)
14.
15.
If lino 19 Is grealer Ihan Line IB, onlOf Iho difforence on Lino 20. This is the OVERPAYMENT,
mlJ
Cho~k horo if ybu ore 141 uestll"lg a rofund of your overpavmont.
REV.tSOO EX t {1.94)
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21.
Net Value ~~.i.~_c.t.~~.i'!..~jlln!..)_~~!:l.~.~_.l~~~~!__._..
Spousul Transfers (for date, of dealh ahlH 6.30.941
See Instructions for Applicable Percenlage on Rtwer$e
Side. IInclude value~ from Schedule K or Schedule M.I
Amount of L1no 14 toxable oJ 6% rate
llnclude YO lues from Sthedule I(; or Schedule M.)
Amount of Line 14 loxable oj 15% role
(Include values from Schedu!f't K or Schedule M.l
Principal lax due (Add 10K from lines 15, 16 and 17.)
Credits Spousal POYOrly Crodit Prior Poymonls
+ ~3,OOO.OO +
c
fOR OATIS Of DEATH AFTIR 12/31/91 CHECK HERE
If A SPOUSAL ,
POVERTY CREDIT IS CLAIMED I. I
fILE NUMBER
NUMBER
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191 _____5.3&92.~.1.9.
4,Be4.70
(101___..._
I',)
I B) _~3.2, 94~~?____
(III 58_,776.89 ______
1121 .......1 81, 1]J...~.L......__
(131__.. .._._..,_l!..:9~ ____
.__._________.11._41...... ::::,,2 81, 171'-4Jl__::c",,::-o::c:::o.
(IS) ._.__,__~~___x.__._=
. 781,171.49
(161 ____ _ ._..____________.....___x .06 =
_~___0_LQ_9___.._
46,870.28
-..----."......-..--..,....-
0.00
(171 _.___________._...__.._._______. .15 =
(lB)
. ... 4.6,B70.~L_____
Discount
2,263.09
Intorest
119)
1201
45,263,09.
0.00
If Uno 18 is gfootor Iholl Une 19, ontor tho diHorOflO'l on Lino 21. Thh i~ th(l TAX OUf.
A. Enter Iho !nlfHfJlt on tho hnlnnrEl duo on linn 21A
n, fnlur llw I(,tol of linn 71 {lnd 'Jl^ nn LirlO 711\. Th;~ i~ tlm UAlANCE llUE.
Make Chock Poyabl& to:. Raglstor of Wills, Agent
[21)
PIAl
(110)
1,607.19
0.00
I, (,07.19
____~___...~ . BE SURE TO AN.SWERALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH<l(_;..(:~____________
~J~der ponCtllio\ uf poriury, I dnc!nru tho! I hovfJ (lxnminod this f(!!urn, irldlldinq ncr.nmpnnyinu ~fhud(JI{lS und ,slnt,rlt1Wllh, wld 10 tho bllll of my knowlodgo and belief,
IllS lruo, corre(t nnd (olOplntu, I doclnro t!inl 011 f'IClI tHICllo ho~ boon fuportl1d 01 tnw mnrkol vol\w, Dudmrllloll (,f prtlporflr nllw! thon tho ptlf!onQI ropraumlat!ye is
~_ust)d on ull il\fo_rfT1olion of.whkh prflporor h(J~ nnr kno.,..,lndgo.
S1(i~i"..O'Pf,\,~"i,~-rSr')r~~1I1l1 fnilf\lIN. i"Rll."." ". -AI/Ill<-f.~~ 9~) Altern Rd., Cilrl.i.slo, Pl\ 1'101.3 _ ('Alf
Cti.t.-i-tvll /d-o.V-lJ\.-'~'''''-,L''', j, <.", 816 Hamilton St.r Cadislo, 1'1I. 17013
~1(,t~^llJAl Of f't~rc Iv !f 'qllll!l)f f'~l ~11AlIVf) AlllJRI ~~, IlIdl
V V ^' {/'Y.J(G'.l 36 S. lIanovur ,;t., Cell-I Inlc', I'll. 1'1013
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LAST WILL ANI> TESTAMENT
OF
LEOIIA M. LACKEY
I. L1WIIA M. LACKEY. of (i~(1 North lIu,,",er Street ill Ihe Bo","gh of Cllrllsle,
CUl1lbcrlund County, Pennsylvania, being of sound and disposing mind, memory and
undcrstlllldlng, (Iohcrchy IIlllke, publish and dcclnrc Ihis us ami for my Last Willllnd Tcslllmcnl
hereby revuking and I1lllkillg void allY nud nil Wills by me at :lilY lilllC hcrclnforc Illude.
I. I direct my hereinafter namcd persollal fl'!ll'l'SClIlalivcs to puy all of lilY just (killS am!
fUllcrul cxpcmws as SlXlll aftcr my death liS Illay he found l'tJllVClliclll to do so, inl'ludillt.( IIIe
(ll\ymcllt of any Hlld all InhcrilallCC, cstl\ll~ lIIul dt,.'alh tlIxcs which lIlay he payable OllllCCOUllt of my
dClIlh rcgnrdlcss of whether the WisctS 011 which such laxes arc hasctl arc. part of my probate CSUlh~
or 1101. I direct that my hody he intern:d un illY burial lot located in Westminster Cemelery ill
Nonh Middleton Township !lear the Borough of Carli~le!I\~lInsylvanill.
2, 1 give and llCqul'ath alllllllwal fund sharc!<I oWlIcd hy IlW ill lilY nallle, lip 10 II valuc uJ'
$600,000,00, to my IWo (2) daughters, Carolyn Ann Ilnovcl' nod Hmhara Jo llear! in trusl, to
rewill or reinvest the same as in lheir judgment i!o; ~Sl, and to pay t/w irlCOl1ll' arising lhl'n.~frolllllt
ICllSlllflllllally to or for the helll'flt of my husband, Russell K, LllCkcy! so long as Ill' shall live,
umIutllis dCllth said tnlst shulllcnllilUllc alld tIle IJrillcipal then'llt' sllallllC (li\'kll'{ll~qllillly llClween
Illy snid two dllughtcrs, Carolyn Anll Hoover lInd Barbara Jo Hear, their hcir:'i and assiglls,
provided euch of them shull survive illY husband, hut sbould eilh(~r of thelll prcdcceusc lilY
husbllnd then the share such dCl.:cased daughter of mille would have received shall hI; distrihuted
to stlch of her isslle liS sh:tll he living !lIthe d:ltc of IllY hllshand's dealh, per slirpcs, and if there
be no slIch isslIe the SUI1ll' shalllx~ added tu Ihe: share uf Illy other daughtcr, per stirpes,
:~, All or the rcst, residue and remainder of Ill)' eslale, l'l'al, personal l\l\tlmixed and
wheresoever the same may he SiltlHtl\ I givl~! devise 1I1lt! hl'qll~ath 10 illY IHlsbllnd! Russell K,
Luckey, his heirs and assi~ns, to the exclusion of my childrcn, horn and UnlXJI'Il, provided my
said hushand, Russell K. Lackey, shall survive IllC hy a period of Ilirll~ty (YO) days,
4. Should my said hushand, f{LlSSl~Jl K. l.,lldt~y. fail 10 survive l11e hy II period of ninety
(<)0) dllYs! thclI in sllch cvent all of lhe reSl, residue and I'l~ll1ailldel' of lilY ('stall', re.ll, pt.'I'S(\l1alllnd
milwd, IInd whcn~s(~~vef' lhe same may he situlIlc! I give, devisl" and hcqul'ath in cqual shares to
my two (2) daughtCfs, theil" htirs and assigns, they being Cal'OlYII AIIIl Iloovl'r Hnd Barbara In
Uctlr, provided ellch of them shall survive me by II pcriod of ninety (90) duys, hut should eithcr of
them fuUto so survive Illclhen tile slHm~ such deceased dlluglller would have Il'ceivcd shull pass
10 stich of her isslIe as shall stlrviv(~ me by II pcritxl (If ninely (90) days, r~cr stirpes, IHld if there
be no such isslle thc same shall lapse and IXj added to the shal'l' (If illY other daughter,
Should cithn of lilY daughters reccive dliua nr silvcr or (llher items of family lJSt~ Ilnd
sentilllenlal vahle! it is lilY n~qllest IhalllJl'. dllughtc.r H~l:elving such ill'IllS l~vcntllally pass Ihclll to
herdcsccndants so lhalthesc ill'lllS willl'lllltlllUC to n~l\Iaill iOllle family.
5, I herehy nominate, cOllslillllC llnd npJloill1 illY hushand, Russell K. Lackey, liS
EJ\~~ctlt()r of this illY Last Will and Tcstamcnt, hUI shulIld he fllil to qualify or cease SlTVillt: as
sLlch, thcn in such ewnl 1110111l1la1C, conslitLlte llnd appoinl my two (2) daughlers, or either of
them, they being Carolyn Ann lluover lUll! Barbara Jo Bcar, us alternatc Of SIH':CCSSllf EXCClllrkcs,
und I further direct thai nOlle oj' lhelll shull he required to post lIny hond to SCl~lIre the faithful
performance of his or her duties In lllc Commonwcullh of Pel\llsylvunin or in lIny othl'r
jurisdiction.
6. In nddition to the powers conferred hy law! hy hereinhefore IHHtlcll pcrsollnl
represcntutivcs and 'J'rustccs arc clnpt.lwcr~J:
1I. To invcst llny pan or the [rust corpus ill slIch securities, inV('stIlH.'lIts, or othc:r
property liS IllIIY l)(~ dl'l~llwd advisllhlt' nlld pllll,cr, irrcsp\.'clivl~ of whelher the ~IlIllC UI'C nUlhorb'.co
for the Investment of trust funds under Ihe laws of /lny govl'llling jmisdktion,
b, With Il':-'Jll'rl to :IllY L'ol'poratitlll, the slod\s, honds, or ullle'l' sl'eur-illl's of which
lllay Ix~ hcld, tll VOll', in person 01" by I'ro~y 011 any slum's of SInd.; to l'otlsenllo llll' merger!
consolidution or n.'organil.atioll of such corporations; to l'onscnl to the ka~itlg! m{lngagillt~ or sale
of lhe propcrty of illlY sltrh corporations; 10 lllaKt: ltllY smrclldcr, t'xt.:hllng{' Of suhsliuuion of sm.'h
SIC.lCks, honds or '-Hher St:L'lIl"ilics as Ull incidl'lllto the merger, consolidllllOll or Icorgani...utio/l of
such corporations; to PilY 1111 asscsslllCllls, subscriptions and otlwr sums of lllon{~y which l1luy he
deemed wise unt! expediellt fur the protection and IllllilllCnance of the pruixJl1iolllltc Interest of the
tlNOmRl,vI1'lG kSSUMPTIONS AND L1'MITING
CONOITiONll SUfl.lECT TO THIS APPRAISAL,
1. T HI'IRPII1H 110 l'Hspnlls:i b:i.1L!-,y (or' InaU.I.1t'S 18Q,,1 in lIature.
not. <in T rHndur anY u~d.nion as l.0 the t.:ll:.ltl, which ig
MJAUlflHd \.0 Iw Iflill:k,,"',Hblfl. Till', pl'uffH1'LV :Is aPf>1:a:l.seu as
1'.ht,'Hlh 1111('11;'11' n"qIlJIH-\ lb1e tJwnuZ'ship.
2. 'l'lw 1H'-,;'11 d..'SI~t".i.p\.ion us",1 IIHndn 1.s cocr"8Ct.
:l. T h<lv<<
()()U1H1rlrit-!s ort~
IlIAdti
LH1.:; f!11
11(" surv"'Y of l.h,j pt.Optlll.Y. and the
frum records be1:1sved Lo bH "H11il).)1e.
4. T il:-li-Wflll' LlldL t,hst"'" "f8 llO hI-d,h-,n 01: U1H,ppilrenl.
conr1 i l..iuns' or Llw propel'Ly, "ubso.Ll 01' 8l.ructllrllS which
WO\lh1 ,.,.'ndet. it: 1\10 no Ot- 1",'5 va1uilb1tl. I dSSllmtl no
resnon,.;Jbi11t.Y fOL- ",uell cond:lt..i.ons or [or t,nq:lntl"l:ln~.l which
nd.qht I,,,, ,"eqU1l'"d tn cliscoV(,r 811C11 racl:orS,
::'. The :i.n[or:lllal:ion. esLlflliltP.f-!, rilld opinions funllshed to Ille
cli1cl c'ontE1.lned 1f' this report W8L" obtai.ned fI'OI\l gour'ctlf>
cO\1sidet."t1 l'e.1idb1H dnd believed to b" \;t'ue tlHU C01.Te1Jt.
HoweV,",", \1n L'espon,d.bl1:L Lv [or aCUUI:ilCY Utili \", dhiSUlIltlt1 IJY
Hit":! .
(,. Tl,i fi t ",p"d. lf1 l:o b., UHtlll in iL,.; 1~1,t,.lt'el;y dH,l on.1Y (at.
t.ht,- plll'U(IHlI rUI" Wll-1c11 1L W(l~ rttll(h-!I~l'!d.
7. i.luill".". "111 ""1 illlV pdll:. nf L.l,., CIIIII;IJIILS \.If U,]s l"'f><)r\;
(I'HD,."id1.1Y illlY c..,nc1usions ilf-! t." vd1ue. t\", :i...!t-il,l:.lLy ur the
il\l\'lt'iIL8>'.1 ('Jt: th'; firm "d \:,h wld"\1 I,., if! <:IHHIHCL8d) shilll \)",
1'",))('(,,111""'<'1. pll1>1 i 81"",1. 01' ..Li AH<",,:i.Hdl.8d l.n th" publ.;.u L!1n>U\1h
'1l1ve,Ltf1infl ""1rlla, publl<~ l'"Jiltions 1l\8,Jid. IH,WH 111"dia, s<ll!JS
11.,.."1.i,,. (II illlV nt.1,"'I' 1'111,1.10 1\I8anS of CO'''rHUlliciltloll, without
LhE; PI' \ or '~l"i 1:1.111'1 r,(I""I"nt. And r,p\lY:uvill of Lhe "ppr:aisl~t'.
9
SALES COMPARISON ANALYSIS
--_...~-,_.--~ --.-.- ._~-~~~ .-. '. ,-~---_..--~, .....__~.__~_,.u~~____.__. ....._._._.,_."'_________~__~_,.y.___~~....___
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'1\!llkl'IIt'ddk'lIlpll'F,t' ih111", "I :,1'111.1"',.1111 V_lfI,lllll'lll"Ii'/."'1I Ill,. ','i1'I'" 1 ,I' ,,,IIII:!!,!ll.. li"'IIt!ill<". II II ',"!wl" .1111 !I"Pll1ll1o,' I '-'I'I'.il.!I.I.' l'I,',p''lI\' I'; i1l1p"'~\( In, !II IIA'fl' In"'o':lIl~l
111;111, II-I !;lIhi"',li '1"1"'11'/,.111"'11'-; I I ,1.11"'.1""".1 I'; 111.111", II,"', ,,-,loll ''''I I',' 1",1" ,ii,' I ,.I~I.' Ii! ',111'1"( I Ii .1 ',I'III'!, ,111111"111 '" Ill" """I'.iI.II"" I'. 'II!""'" In !If I,..,'. 1:11\11'\11/" IIMII.
Ihl' '>lII,!,'.,1 pr'll""1', d pi,,', I' \ .ltllil ,1111<'1111'_ '1I,1.t.. IIIII'i III' 1i',",II''1II..' ,I.f, ,".-F! \'dl, " , ,,' \1,,' '.ItI'I"!.!
1111.1
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two dt'('ll.Ii.
1',Ollll
L., :H111
(,:!,1I01l
r ,; lI'l ~ {I ,
((,1100
S i 111 i In l'
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:jillii 1111'
:),700
i:IIMI',\IIA1l1f Nil ;'
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("II) N. lIU110VlI I' ~-j t 1'('('1
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I.-I
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h"~;1.01:Y ,dl'l;.
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!!~~!jl<I\lI(',{I(JIHIII
!~;~O_()!(~.'l(r~~r I
l/r,I!W;, 1',1110.
Prx11r., r.lc ~,l () I'
'mewl FIlIl:UY
licifmll1cfIl';
! '~o!,I","'(',)
her (e,o f,ildwlI
IlJip., rCllloddilll./J
~~~_I. r~(,li, Jl!)l;ll(
ImJic;iI('d V'\IIJI'~
StllJIU(;1
uO/f\ill('hl<; Oil ~\;td,r:! [1,tla H i_I 1,1 ,_Id.i u:; 1.11ll' II L :,;, n J
t'I)ltlpd.r;,":_~\1\;IIl"IIY~i I:; ;Ind cnllri \'lll
~.~~l~;; r
I\a r II I\(~:
'--,.<..,.--------1<.'
,
,
,
,
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S ,1111 i In I'
,I>' i t'I'pllll't'
:iiu1i 1.11"
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Llll"l'l' COIIIJl(_~r.'!~,h..l.('
lilY 1111<11 o,p,l,nJ__l}1l
!-;jllll l..n r
( , ,(011) ::i!1I1 I n I'
~; i III i In,
'lOt,
1":',1'
I,OOll
1,,100
(1,.,0011)
(,01)
,
,-
s
s
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S lHJ, OOll
1/1
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, ( 1~, ^lfi'I'.IItlI'II!
HLS
I NOlll'
1- :11-<)(,
:;-iilli IiiI'
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,
,
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,
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,
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,
,
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I'll r the
~icQ.f)
direct:
-----., ---... ......__.~__'.h_____~..
III
.
.
.
--
-.
.
i
--
,
--
,
~
LARRY E. FOOTE
REAL ESTATE APPRAISER
EXPERIENCE:
1979-present: Chief Appraiser, Diversilied Appraisal Services, Carlisle, Pa,
Principal Broker, LaRne Development Co., Carlisle, Pa,
1976-1979: Associate Broker, Colonial Really, C:lrli:;le, Pa,
1972-1976: Realtor Associate, Jack Gaughen Realtor, Carlisk~, I'a,
Appraisal experience includes undeveloped land, 1\lI'IllS, building lots, single-family
dwellings, 11mbile home parks, medical centers, motels, .Ipartment buildings and
complexes, oi'licc buildings, service statiolls, wlerinary clinics, rchahilitatioll centers,
rclail buildings, daye:!re cellters, IVarclHluses, .Ind l11anufaeturing facilities.
EDUCATION:
Bachelor of Business A(I111inistralion, Pennsylvania Slate University, 1976.
Assodll(' Bachelor of Business A(hninistralion, Harrisburg Area COllllllunhy College,
1974.
Diploma, Carlisle Senior High School, 1%5.
Certilicale, Pennsylvania Realtors Institute, GIU I, GRI II, GRIllI.
Certilicall', Reallors National Marketing Institule, CI 101, CI 102, CI 10J, CI 104,
C1105,
Standards of Professional Pracliee, American Inslitute of Real Estate Appraisers.
Real Estate Appraisal Principles, Allwric:ul In,;litute of Real Estate Appraisers.
Appraisal Procedllres, Appraisal Institute,
Residential Valuation, American Inslitule of Real Estale Appraisers,
Principles of Income Properly Appraising, Appraisal Institute.
Case Studies in Real Estale Valuation, Appraisal Institute.
I{cporl Wriling and Valnation Analysis, Appraisal Instilule
PROFESSIONAL LICENSES:
General Appraiser NGA-OOOOI4-L, COlllmolllVeallh of Pennsylvania.
Real Estale Broker //RB-02972').A, ComlllonlVe:dth af pennsylvania,
PROFESSIONAL DESIGNATIONS:
(J1~I: (Jr:1duale of tile Pcnnsylvania I~ealtors Inslilute, awarded by the Pennsylvania
Association or Realtors.
CRS: Certilied Residenlial Specialist, awarded by the Realtors National Marketing
Institute or the National Association of Realtors,
CCIM: Certilied Commercial Investmcnt Member, awarded by the Realtors National
Marketing Inslilute of the National Association or Realtors.
CANDIDATE STATUS:
Lnrry E. Foote is cUITCntly a c:111did.lte for the MAl designation, awarded by the
Appraisal Institute,
PROFESSIONAL ORGANIZATION AFFILIATIONS:
Appmisal Institute.
Carlisk~ Associalion of Rcaltors.
Pennsylvania Association of I{e.dtors.
National Association or Realtors.
Realtors National Marketing Institute.
'-
ftev'IS03fX+'<-OOI" j L
'~ seNEDUl' .
COMMONWeAlTH 01 PfNN$Y(VANIA STOCKS AND BONDS
INHERITANCE TAX RETURN
- '--o--!.~~~l'!S!'!":!1....__~_~_ _===--=_ --=.=__=---=-~~_~ _ ~ _
"w.-..~-~__ _ __ _ _ __ _ _ ---,,,.-"'....__~_
Lackey, Leora M.
,., .....;;;;,..'...~...., ~.""'" ~ ~ ::
ITEM
NUMBER DESCRIPTION
-......
21~96~0746
I, W""leU · '''''' "'i"" ,,,_ ""'d, '000"" no. ""5589,
13,085.278 shares @ $30.89 pet. share, aVerage n~an.
_o____
-
VALUE AT DATe
. OF DEATH
404,204.23
I
'.
S 404.204.23
~ ------
LINDEN HALL ANTIOUES
111 OUl i;IIINIIIOIISI IIIIM'
CMILlSll. I'A 11111:1
111.?4!1.1!1I1l
February 24,1997
TOI Robert R. Black, Attorney
36 South Hanover street
Carlisl~, Pa. 17013
FROMI
William Rowe-
211 Old stone
Carlisle, Pa.
Appra i ser
House Road
17013
RE:
Personal P"operty Appraisal
Estate of Russ K. Lackey
630 North Hanover street
Carlisle, Pa. 17013
\
OFFICE
Wood Desk/Chair $ 5.00
Settee 15.00
Office Equipment- Old- Out Dated 5.00
File Cabinet 30.00
Deer Mounts 40.00
PLank Chair 5.00
Safe 50. bo
Metal Desk 0
Wardrobe- Metal 3.00
BEDROOM-DOWNSTAIRS
3 Pc. Maple Becjroom Set 115.00
File Cabinet 10.00
Quil t .10.00
Footstool 30.00
Upholstered Chair- Worn- No value 0
Uphol s tered Chair- worn- No value 0
RECEIVED
MAR 3 \99/
Landis Black & Schorpp
.
. ,
I~) \ 2'! I I
R~V.1500 0:+ [/.941
FOR DATES OF DEATH AnER 12/31/91 CHICK HERE
~:.lt'9(\ INHERITANCE TAX RETURN ~o~m~u~:~DITlSCLAIMED II
...SW~ RESIDENT DECEDENT Fll.ENUMBER
COMMONWEALTH m PENNSVlVANIA (TO BE FILED IN DUPLICATE
D~PAR1MENI OF REVENUE "1 - 9 (i - 0 '14 (i
"",,"m:U~ol~:"OI'OI WITH REGISTER OF WILLS) COUNIY CODE YEAR
DECfDfN"~ NAM( f1A51. 111151, ^N[j-MTl}iiltii~iiiAlT._.'---'-'--'''---''~-------.'''''-~-''~-- (i[(i[jni!'~oi.i"i'if'1f^r:;[)~'._'-'---'''-----~-"~'--'~-._--
Lackoy, Leora M. 630 North lIanover S Lreo t
...
~ ;OC~~~~R;i:~~~:----- r~/O;~t/'~-6 - t^~';;'~~'06 c=::rr1~~I;\~:)ri~nd1 '1013
.___.~ :-~;~;~~~i;",,~:'.~",n '''"' II'"~ '"'' "'" ""'I'll "'"'''' I SOClM\[[U"," '10M'" AM():'",,"v[~ I\[~':"~UC~'O:~_.
LlJ [] \. Origlnnl Relurn XX 2. Supplomental Return [] 3, Remainder Return
:Il:!;( en Ifor dolO' of death prior to 12.13.82)
h3~~ L.J 4. limited ESlale CO') 40, fulure Intore,' Comproml~e )QJ. 5, Federal Estate Tax Return Required
:s:...... . Ilor dOl" of d.olh oil" 12.12.821
Utll) [J 6. Docodenl Died To~tClfe ["l 7. Oecedent Maintained 0 lI'Iing Trust
____ _____l~~_~.h_cop~~~~,~_______~_.(A"och copy 01 T'UlII
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
J,ffi NAME -~i.:PLEifMAilINOADD1ifsr.-'---~-"----'- --.- ~ ----
._~~ .::L_ci~;~:~~~);;~~;! ___~~.~.~-~~: .~~ ~~~~i:~ ~~:i,~;~':~~5~~~ o!rG.8:~~_.-" ~=="'
I. R.o' E,lo'. ISch.dul. A) II) ..-....~.. -.--.... -...
2. Slock, ond Bond, ISch.d"l. 81 ( 2 1 . _.__... ___.____.. u .-.-.---..-.-.
3, Clo"'y H.ld SlocklPorlno"hip Inlo'." (Sch.dul. q 13 I ------.-----.--------
4. Mortgages Clnd Notes Recei'lable ISchedule 0) 141 __._~~m_.u_~_..._._.____~__,,_
5, Cosh, Bank Deposits & Miscellanoous Personal Property (51 _..,_.._J_1/AJtf__~_Q'O__~_.__
ISch.dul. EI
6. Jolnlly Own.d Proporly ISch.du'. FI
7. Trolllf", (Sch.dul. GI(Sch.dul. LI
8. Total GrClu Aueh llolallines 1.7)
9. Funeral Expenses, Admlnistioli'le Cosls, Miscellaneous
Expenses ISchedule H)
10, Debls, Mortgage liabilities, liens (Schedule II
11. T 0101 Deductions Ilotol lines 9 & 101
_ 8. T 0101 Number of Safe Deposil Boxoli
\
hJ
z
C>
;::
:5
~
lrl
..
.<)
l-...i
(!I
(6) ____
( 71
'.,_.'
~
( 8 )1..4.,.A.8.~-,_OJL__.....___
191 _____._.~.-----.-
(101 . .__ .-- ---.--------_---
12.
13.
14.
15.
16.
17.
z
C>
~ 18.
19.
IE
C>
u
S 20.
21.
Net Value of Eslale (line 8 minla Une 11)
Charitable nnd GO'lernmenlal Boquosts ISchedule Jl
Ne~Value Suble~-.!ax lLi~0~!nus Line 131
Spousal T ransfen (for doles of dealh after 6.30.941
See Ins!rudlons fOl Applicable Percentago on Re'lerse
Side. {Include 'Iolues from Schedule K or Schedule M.l
Amounl of Line 14 taxable 01 6% rote
(Include values from Schodule K or Schedule M.l
Amount of Une 14 loxable 01 15% ralo
Ilnclude 'Ialuos from Schedule K or Schodule M.l
Prlncipollax due (Add lox from Lines 15, 16 and 17.)
Credils Spousal PO'lorty Credil Prior Poymenh
+
(II) _~._______._
(121
1131 _____m._.~_..___
(141 t!L tJJi;L,JLo..
(151 --__..______...__._.__.___.. ---Q
(161.._ _!jL<l.~_~'_Q.O_.___. .06. _____ 8.!.!l_.J.)..~__.
(17)
_ _ ___..,___.___..__.._____________..~_)( ,15 III
(161
Discounl
+ ---. .------------- -.
InlerOI!
If Line 19 is grealer than Line 18, enter rho cHfference MliM 20. This Is tho OVERPAYMENT,
g[]
(191
(20)
Chock hore if VbU ore requutln9 0 rofund of your ovorJioymonl.
==~_==~~.~:.:~ESURET(;l~Ar;,S~EIl"Ll~UE:STIO~S:~N_REV-E-1l5E"}I!>_P'.N:~_T~ Rf~if!~-'5_ MATH _-<-.(..___. ...... .__
Undor penalties 01 perjury, I dcclaro thol I havo oKnminnd thi, foturn, lmludino cI((ompanying Hhedulos C1nd $Iotomonls, and to the besl of my knowlodgn C1nd bellof,
I h !rUfl, COrrllet and complete. I dnclclfo thot oil roul oslolo hm boon reporlod of Iruo marko! 'I{lluo. Oedarolion of preporor othol than the person.11 repreH.lnftltive l~
-lOUld on oll)inlormolion 01 which propnrer 110' ony knl"lwlodgo,
.,K'tN~lfR(~f~P,}~(f~~I't1.lt~:ro~'}I.I!-j;,~r,Hj~tj ^1J()Rl~,5~){j .^It(~rs 1\'-1., --Cnrl1sl'c,-t'!\ --1"701'3" nAif
,ji.,,~1;:h:'lf.to1't,TS~~e\ii"I":.jlV' "'''"'".~;;;(~~~~Wl~:Jri~\;~~;.I~~g:l.tSJOL .1'b..1 '7.Q13"A'C . J. ;" ..
-1~a-tf,,\..-..'-I' I.... (.. . 36 ~..ll.:lnovQr ~L._r..CarliH.Ln,_l.'A.LlOU_(II_(IJ
If Lino 18 is groalor Ihun Uno lQ, enh!! tho diHoronco on Lino 21, This is Iho TAX DUE,
A, Enter tho intorosl on tho \wlonco duo on lino 21 /l,.
B, Enter the lolnl of Lille 2\ nnd 21A on Linn 21B, This is Ihn BALANCE DUE.
~ake Check Payable 10: Regllter of Willi, Agent
(211
(21AI
121BI
8,613.n
[~Am~~n~-=;I~:~:====J
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 ~
ili....i: iS47 - E if -A F p. i il:3"= 97 Y - NOY i or -OF - "iNH E ii iT i\NC E - YA x - ii P PR ii is EM If NT"; - ii L row ;.NC E - OR - -. - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LACKEY LEORA M FILE NO. 21 96-0746 ACN 101 DAT'E 05-12-97
j -"
/,..!
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
II
BUREAU OF INDIVIDUAL TAXES
IHtlf-RITAHCE ux OIVISlOH
DEP1, Z60ll01
HAR~ISBURO, rA 111lS-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANct OR DISAllOWANCE
DF DEDUCTlDNS AND ASSESSMENT OF HX
ROBERT R BLACK ESQ
36 S HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
--
-
TAX RETURN WAS, I X I ACCEPTED AS I'll EO
c
05-12-97
LAcKEY
06-21-96
21 96-0746
CUMBERl.AND
101
-
) CHANGED
;'tJ~
'~~W
Ut-I~;I (. U, (~Hll
LEORA
M
REsERVATIO~1 CONCERNING FUTURE INTEREST . SEE REVEilsE-----
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Re.l Estote (Schedule AI 111____89 ,200,00 NOTE, To Insure proper
2. Stocks end Bonds (Schedule R I 12) 404 ,204 . 2~ credit to your account,
3. Clouly (Iold Stock/Partnership Inter..t ISched~le CI 131 . Q..!L submlt the ~pper portion
4. Modgages/Hot.. Receivable (Schedule 01 (4) .00 of this form with your
5, Cash/Bank D.posits/Mlsc. person.l Prop.rty ISchedule EI (51_ 361.026.15 tox payment.
6, Jointly Owne" Property (Schedule 1'1 161_.00
7. Trensfers ISchedule GI 171.00
B. TotolA".ts IBI 854,430.2!.
14, IS and/or If>, 17 and 18 will
returns assessed to date.
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. fun.r/d Exp~ns.$/Adm, costs/Mise. Expen$lllS (Schedule H) (q)
10. Dobts/Mortgags LiabilitiQ5/Lie~s (Schedule I) (10)
11, Total Deductions
12. Net v.iue of Ta)( Return
13. Char i table/C;olJernll1ent.l 8equests (Schedule J)
14, Net V~lu. o{- Eshte SUbject to Tax
If an assessment was issued previously, lines
reflect figures that include tha total of ALL
ASSESSMENT OF TAX:
IS. Amount of Une 14 at Spousal rate
lb. Amount of Line Vt taxable at tineal/Class A rat.
17. Alltount of Lin. 14 taxable at Collateral/C1*s5 8 rate
lB. Principel Tax Due
NOTE:
53,892.19
4,88LJJL
1111
U21
U31
1141
~A .77 h 8~
795,653.'(9
,00
795,6~'1.2.
USI
(16)
1171
.00 X .00, ,00
795,653.49 X .06, 47,739.20
,00 x.15,=-~-
IlBI_ 47,739,20
'---'-~-------~' --~---_._~._-_....._---
TAX CREDITS:
--PA;:fp-o-r.. --RJj~;:;
'-Tr-?~6=96+ ---AilI46984-
03'03-97 \ AA185222
04-02-97 AA185349
______ ____l__ -.-----.----.
INTEREST IS CHARGED THROUGH 05-27-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSe SIDE OF THIS FORM
DISCOUNT 1+1
INTEREST/PEN PAID I-I
..,~ .-..---~_.-_. --..-.------~OO
,00
.00
AMOUNT PAID
----o-"T,OO(I:OO ....
1,607,19
868.92
B~~l~~/~~~~:~~r~J
\_0____----\
\--~~?i~~L^~~E :N. I
.-- ~_.._-------~--
--..--'---'--R
45,476,11
_____.._.____.,_._<<_M~
2,7.63,09
._--,~_.~~.,,-_.-
3.35
. ..~. ...z;2.~.L4_4~J
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREon" (CRI, YOU MAY BE DUE
A REfUND, SEE REVERSE SIDE OF HilS FORM FOR INSTRUCTIONS. I
',.
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I(L
,
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I
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{I:
"
lJI
..'.I~ .5
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RESERVATION I Eltlt.. of decedents dying on or bafora Dle.llb,r 1l, 1982 ~- If any future Interut In the ,..tat. II tran,farrad
In Po.....lon or .njoY~.nt to Cia.. 8 <oollaterall bln,flalerl.. of the decedent sft,r the expiration of any ..tate for
UII or for yur., the COMMonwealth haraby Il<pr...ly r...rvI. the right to appra1ta and a..... trl!ln.f.r Inheritance riM"
at the lawful Clu. 8 (collnteral) rat_ on Iny luch futl.lr. Interut.
PURPOSE OF
HOTICE I
To fuH1l1 th, requlrl.lntl of Saction ZltlO of the Inheritanoe and Estata Tax Act, .lot 21 of 1995. (72 P,S.
SecUon 9140),
PAVHEHT:
natach the tap portion of thl, Notico and subllllt "lth ';le'ur pay.ant to thll Rllglstu of HUh printed on tho raver.. ,Ida,
--Hake chIck or IIIoney order payabh tOI REGISTER OF' HILLS, AGENT
REFUND (CR) I
A refund of ,. ta~ credit, which was not reque.ted on the Ta~ Return, ~ai b. requested by ~o.pletlng an "AppIJ~.tJon
for Refund of Penn.ylvanla Inhorltance and Estate Ta~" (RfV~1313). Application. are avaJlable at the Office
of the Register of WHIs, any of the 23 R.vllnue DJstrlot OfficIIS, or by calling the ,plclal 24-hClur
dn.werJng .ervlce nUMber. for forM' ordllrlngl In Penn.ylvanla 1-800~36l-Z050} autslde Penn.ylvanla ~nd
w!thln looal Harrlthurg area (717) 787~8094, TOOt! 017J 712M22SZ (Hllarlng I~palrlld Only),
OBJECTIONSI Any party In Inter..t not satisfied wJth the 8ppraisement. allowance or disallowance of deductions, or al.e'S..nt
of ta~ (Including discount or lntere,O "' shown on thh NotIoe must Object within sixty (60) day. of recllpt of
thh Notice bYl
~.wrJtten prot..t to the PA DepartMent of Revllnue, Board of Appnlt, Copt, 281021, HarrIsburg, PA 17128-1021, OR
-.ell'1ction to havll the llIattlr deterlllined fit audit of the ftccount of the perianal rllpruentatIve, OR
--appeal to the Orphanl' Court.
ADHIN
ISTRATlVE
CORRECTIONSI
Factual errors dlscovered on this anelllnont should be addr8ssed In wr I tlng tOI PA Dvpllrtmant of Revenue,
Bureau of IndIvIdual Ta~8S, AlTN: Post AlIllIuent Revtllw Unit, Dept. Z80601. Harrisburg. PA 17128.0601
Phonta (717) 707~6S0S, Soe page 5 of the booklclt "Infltructlons for Inheritance Tel~ Return for a R..Ident
DAc.dent" (REV~150l) for an e)(planatJon of adlllnl.trativ,1y corr'tctebh 8I'ror',
DISCOUNT I
If flny ta~ due it paId withIn three (3) calendar lllonths after thlll dROldent'. daath, a f.lve percent (5%) dJtcount of
the t.~ patn 11 allowed,
PENAL TV:
The lS% ta~ aMne.ty non-partiolpatlon p.nalty II co.puted on the total of thll ta~ ~nd Int.rest a..esled, and not
paid bofore January 18, 1996. the flrlt day after the end of the ta~ alllMuty periOd. Thill non'particlpatlon
pln.ity 11 appealable 111 the 115.e ."nner and in th. the IUI tllle par lad al YOU would appeal the ta~ and Inter..t
that has b.en aluned a. Jndlcflted on this notIce.
INTEAEST1
Int.rust Is oharged begInnIng with flrlt day of delinquency, or nJnl (9) lllonth, and one rl) day fro. the date of
de.th, to th. date of pay.ent. Ta)(e. ~hJch beoue d.llnquent before Januftry I, 1982 bear Intullt flt the ratlt of
Ihe (6%) peroent per annuli oalculated at a d"Jly rate of .000164, All 'tflle" which beta.e delinquent on and after
January 1. 1982 will bear Intarut at a rate whloh will vbry froll calendar year to calend"r year with that rllte
announced by thA PA Depart..nt of RavenuI. The applicable lnt.rest ratel for 1982 through 1997 arel
~ Inter..t Rate Dally Int.erest FflotlJr Y.!.!!! Int.rilst Rate Dally Intorut Fa(ltor
1982 20% ,000548 19!7 9% .0002117
1983 16% ,000418 1988-1991 11% .000301
1984 11% .000301 1992 9% .000247
1985 13% .600356 1993-1994 n .000192
1986 10~ .01lO274 1995-1997 9% .000247
-~Intar..t h calcullted II fo11(n"'1
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAIL~ INTEREST FACTOR
--Any Noti~. Issued aft'r the ta~ baco.'. delinquent will raflact an Int.re,t calculatton to fifteen (Ii) dly,
beyond thl date of the ........nt. If paVlIla'lt It .ad. aft.r the Inter..t co.puht Ion d.te Inown on the
Notlc., addlttanal Inter.1t Must be calculated.
on
r: ;iP
'n
<'I
PURPOSE OF
NOTICE I
To fulfUl thtl requir",ntl of S.otlon 214S (b) of the Inh.rJtanoll and E,tnt. TllC Aot, Aat 21 of 19j~1
<72 P,I. hoUo" 9145),
PAVMENT I
Dehch the top portion of this NotlcliI and tub.1t with your pe!t'llent to the Righter of 141111 prInted 6i\ the
,._VUte ,Idl,
-- Make chIck or eoney ordlr payable tOI REGISTER OF MILLS~ AGENT.
REFUND (CR) I
l',')
A r.fund of It tlJC credit .IIV be requI.tad by GOIPI,Unsa an "Appllcatlon fQr Refund of Plnnllvluanh \.0
Inheritanol and E.htl Tax" (REY-1313l. Appl1catlonl art flYllHable at the Offlnl of tho Reght.r of Willi,
any of t~ 23 RevanuI Dlttrlot: OffiCI' or frail the Olpert..nt', 24-hour antWlrlng .."viol nueber. for for..ordldnQI
In Ponn,vlvanIa 1-800-362.2050, out,idl Plnn,vlvanl. and within looal Harrisburg nr.. C711) 787-8094,
TOO' (7\7) 772-2252 (H.aring IMpalr.d Only),
OaJECTIONS: Any party In intere.t not .atl.flld with thl a......-nt of tax al .hown on thl. notice ..y ubJeot within
.Ixty (60) day. of rlcllpt of thl. Hotlc. by:
-~\lfrltten prDt..t to the PA Depart'lnt of Revlinu., Board of Appeal., Dept. 2&1021, llarrllburQ, PA 17128-1021, OR
--.l.cting to hlllVI the latter d.ter.lned IlIt audit of thl perlonal rlpr...nt"UvG, OR
~-appeal tu th4l Orphanl' Court.
AD"IN~
ISTRATIVE
CORRECTIONSl Faotual .rror. dl.covered on thll a..e....nt ~hould bl addre"ld In writing tal PA Oeplrt..nt of R,vlnul,
Bureau of IndlvldullIl Tr\)(I', ATTNI po.t ASUUII.ent Rlvlew Unit, Dept. 280601, Hlr'rhburg, PA li'128~0601,
Phone (117) 787-6505, S.. page 5 of the booklet "In.truotlon. for Inhlrltance Tax Return for a Re.ld.nl
neeedant" (REY-ISOl) for an explanation of adllnl.tratlvelY oorreotabl. error.,
PENAL TV,
T~ IS~ taM a~e.ty non-partlolpntlon penalty i. CDlputed on the total of the tax and Inter..t a.....Id, and not
peld blfor. JanuarY la, 19~6, the flr.t day aft,r the end of the tax a.ne.ty period. Thl. non-partlolpatlon
penelty Is app.alable In the n... .anner and In the the .8H tI.. periOd al YOIJ would appelll the tax and Int.rut
that hat b.en a......d a. indicated on thl. notlce,
INTEREST I
For dati' of death on or after 10-3-91, Penn.Ylvanla Eutat. Tax baled ~n the Federal E.tat. Tax
r.turn beco~ar d.linqu,nt at the Ixpiratlon of nine (09) .~nth. fro. the date of doath,
For dat.. ~f d.ath prior to 10~1-91, P.nn.y~vanla E.t.t~ rax ba~.d on the Fed.ral E.tate rax raturn
b.ooa.. dellnquant at tha e~plratlon of .ight..n (),) ~th. fro' the data of d.,th,
Taxa. which b.ca.a d.llnquant before January 1, 1982 baar Intare.t at the rat. of .Ix (61.) peroent per annu.
oaloulatad at a dally rate of .000l~4. All tax" which baca.. dellnquant on or aftar January 1, 1982 will baar
Intara.t at a rat. whloh will vary fro. oalendar y.ar to cal.ndar y~ar with that rate announc.d by tha PA
Depart.ant of Rav.nue, Th. appllcabl. Intarest rat.. for 1982 through 19~7 ar.,
Va.r Int.rut Rate Dally Interu.t Faotor Vur Intet..t Rata DailY Intllrut factor
1982 20:< .OOOS48 1917 9X .000247
1985 16~ .000418 1988.}l)91 11:< ,000301
1984 IlX ,000301 I.., 9X ,000247
1985 UX ,000lS" 199!~1994 n ,000192
1916 lD~ ,000274 1995~1997 9X .000247
.~Inhr..t i. calcullted a. foUowl!
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. I..ued aft.r the tax b.co... d.llnquent wlll r.fleot an Intar..t calculation to flfte.n (IS) diY'
btynnd tt\tl date of the ........nt. If pay.ent II IteM after the Int.r..t cOllputatlon data .hown on thl
Notloe, additional Int.r..t lUst b. o.lculatad.
i J
PAYHENTI
Detach thl top po"lon of thl. Notlol and sub_It with your paY~lnt ~adepaya~le to thl na~' and addrl"
prlntlld on the rlVlrll .Ide.
1f RESIDEHT DECEDENT make ohecK or ",oney ord.r payablo tOI REGISTER OF WILLS I AGENT,
If HON~RESIDENT DECEDENT lIlake check or lIIonlY Mder payable tOI COMMONWEALTH OF PENNSYI,VANIA.
REFUND (CR)1 A refund of tl tllX credit, whloh was no~ requested on the hx Roturn, mey be requested by cOlllpleting en
"Applloet1on for Rofund of PennsylvanJa Inherltflncl and Estatl TalC" (REY-1313l. Application. are avellable at
thfl Office of the Register of Wills, any of the 23 R.vonue District OfHces or frolll thl OQpartlllent's z4-hour
IlMlwllrlng urvlcA numberr; for fOI'IIlS orderlngl In Pennsylllenlrl l-800.U2'l050, outsldll Pennlylllftnla
and within 10(1l~1 Herrlsburg lIru (711) 187-8094, TDDIt (711) 712-2~S2 (Honring I~pflired onh).
REPLV TO:
Oullltlon' reQardlno errors contnln&d on this notice Ilhould be nddruud tOI Pol Departlamt of R.llenua, Bureau
of IndI11ldual Tllxu, ATTNI POllt hIU''''flOt Rev Jew Unit, Ollpt, 7.80601. I~arrlsburg, PA 17128-0601, phone
(117) 187'6S05,
DISCOUNT I
If any talC dUll 18 paId within throe (3) calendar ~onth, after the decedentl. death, a five poroent (5%) dJlcount
of tl1e taM paid It allowed,
PENAL TVl
The 15% tax 1I11nuty non'partlclpatl.on penlllty II cOlputed on the total of the tax and Interut IIl1used, and not
pain before January 18, 199b, the flr8t day after the end of thl tax nnuty period,
INTEREST:
Jnterut III charQed beginninG with first dllY of delinquency, or nine (9) 1lI0nth, lInd one (1) day frail the dlt' of
dlllth, to the date of PlIYlPlent. TaxlI which beclIu dellnQuent before January I, 1982 baar Int"nt at the rat. of
,h( <6%) percent per annu. oftlculated et a dalh rftte of ,000164. All tax.. which beoa.. dlllnquent on and aft.r
January I, 1982 will blllr Intlrut lit 8 rate which 104111 VlIry frol calfmdar yur to Ilalendar yeer with that rete
lInnounced by the PA OepArtlllent of Revenua, The applicable Interut rat.. for 1982 throllgh 1991 IHel
Year
lnter"t Rftte Dalh Interest factor
Vear
Internt Rate
DailY Intar.st Faotor
1982 20% .000S48 1981 1)% .000247
1985 16% ,000438 1988.\991 11% ,000301
1984 11% ,000101 )992' 9% .000241
198ft 13:': .000356 1991 .19'14 1% ,OOOI9?
19&6 10% ,000274 1995.199" 9% .00021'.,1
.-Intlrllt II ClIlculatld .. followll
INTEREST . BALANCE OF TAK UNPAID K NU"BER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
.-Any NoUo. luued lifter the hM bleD'" dellnqulnt will r.fllet an Interut c.1cullltlun to fUt..n (15) dlY'
beyond the det. ~f thl u...u.nt. If paye.nt II ude aftar the Interut coeputatlon date shown on the
Notlcl, additional Intlrut IIUlt he clllculated.
INRE:
IN THE COURT OF COMMON PLEAS OF
CIJMBERLAND COUNTY. PENNSYLVANIA
ESTATE OF LEORA M, LAGKEY, :
Deceased
ORPHANS' COURT DIVISION
NO, 21.96.746
Date or Death:
l.ttters Testamentary Granted:
Letters Advertised:
Sentinel.
Cumberland Law Journal -
Acconnt Stated as Final
-.
FIRST AND FINAL ACCOUNT OF CAROLYN ANN HOOVER
AND BARBARA JO BEAR
EXECUTRIXES OF THE
ESTATE OF LEORA M. LACKEY
LATE OF BOROUGH OF CARLISLE
CUMBERLAND COUNTY, PENNSYLVANIA
- -
Angust 31,1996
September 23,1996
October 3, 10, 17, 1996
October ll, 18,25,1996
SYMMARY & INDEX
fRINPPAL PAGE
ReCtlipts 2 848,095,23
Conversions (Gain) or (Loss) 2, 3 -8\3,24
Less Disbursements 3,4,5 -162.698,51
Balance Before Distributions 684,583.48
Advancements to Beneticiaries 6, 7 -584.204,23
Principal Balance Remaining 100,379,25
INCOME
Receipts 5.6 2,019,53
Less Disbursements :Q.QQ
Income Balance Remaining 2,019,53
~OMBIN&D Q~LANCE ~f;M~INING
.l9.WIJ1
RECEIPTS OF PRINCIPAL
1996
8/31 Farmers Trust Company, checking account #423327 153,415,00
8/31 Farmers Trust Compllny, checking account #537233 20,099,63
8/31 Farmers Trust Company, certificate of deposit #34626 66,186,85
8/31 Farmers Trust Company, certificate of deposit #51616 34,061. 92
8/31 Farmers Trust Company, certificate of deposit #52874 10,843,61
8/31 Harris Savings Bank, ceertificale of deposit #17-58-263691 54,705.40
8/31 Residence at 630 North Hanover Street, Borough of Carlisle 89,200,00
8/31 Waddell & Reed United Income Fund, account #02225589-
13,085,278 shares @$30,89/share, average mean 404,204,23
8/31 Miscellaneous personal property, appraised value 6,836,00
10/1 Blue Cross/Blue Shield, refund 117,55
10/31 Carlisle Retirement Community Corporation, refund, account
# 13 40-000 368,00
11/26 AAA Life Insurance Company, proceeds 27.74
1997
4/21 Carlisle Retirement Community Corporation, refund 2,392,00
5/27 US Department of Revenue, income tax refund 3,077.30
6/2 US Department of Revenue, 1996 income tax refund 2.560,00
Total Receipts of Principal 848,095.23
Principal Conversions to Cash
1996 Gain Loss
9/10 Farmers Trust Company, checking
account #537233 Proceeds 20,112,12
Account Value w.m9~ 12.49
9/26 Farmers Trust Company, checking
account #423327 Proceeds 153,307,28
Account Value 153.4 15,00 107,72
2
~"''''_''F'. ~-" ...
\
11/26 Harris Savings Bank, certificate of
deposit #17-58-263691 Proceeds 55,472.16
Account Value 54.705,40 766,76
11/26 Fanners Trust Company, certificate of
deposit #34626 Proceeds 66,928.39
Account Value 66.186,85 741.54
1997
1/14 Fanners Trust Company, certificate of
deposit #51616 Proceeds 34,738,07
Account Value 34.061.92 676,15
1/114 Fanners Trust Company, certificate of
deposit #52874 Proceeds 11,044,15
Account Value LQ..843,61 200.54
4/25 Miscellaneous personal property
Proceeds 3,733,00
Account Value 6.836,OQ 3,103,00
Net Loss on Conversion 813.24
DISBURSEMENTS OF PRINCIPAL
1996
9/27 Darlene L, Moyer, personal and school real estate taxes 724,21
9/27 PA Department of Revenue, third quarter estimated income tax 168,00
9/27 Cumberland Crossings, invoice 2,813,28
9/27 Internal Revenue Service, third quarter tax payment 640,00
9/27 Arnold Fuel Oil, invoice 300.49
9/27 Jones Plumbing, invoice #25500 64,35
9/27 Martin Fehl & Sons, invoice 46,64
10/1 PP&L, electricity, 8/21 to 9120/96 31.90
10/1 Borough of Carlisle, water/sewer, 8/16 to 9/18/96 11.82
10/1 Barbara Bear, reimburse insurance payment 304,00
3
10/14 Hoffinan-Roth Funeral Home, funeral 6,124,00
10/14 Arnold Fuel Oil, invoice 124.36
10/14 Wayne Noss Flowers, funeral flowers 111.30
10/14 Diversified Appraisal Services, real estate appraisal 225,00
10/29 PP&L, electricity, 9/20 to 10/22/96 36,29
10/29 Arnold Fuel Oil, invoice 20,64
1114 Brian Fisher, lawn service 195,00
11/4 Arnold Fuel Oil, invoice 38,25
11/26 Arnold Fuel Oil, invoice 145,00
11/26 Alvin Bean Painting, invoice 3,099,00
11/26 Register of Wills, on account, Pennsylvania inheritance tax 43,000,00
12/2 Carolyn A, Hoover, partial executor's fee 7,000,00
12/2 Barbara 1. Bear, partial executor's fee 7,000,00
12/2 Landis, Black & SChOIPP, partial attorney's fee and costs to date 14,490,28
12/30 P A Department of Revenue, fourth quarter estimated income tax 200,00
12/20 Intemal Revenue Service, foulih quarter tax payment 640,00
12/31 Arnold Fuel Oil, invoice 113,88
1997
1/29 Arnold Fuel Oil, invoice 205.48
2/26 Arnold Fuel Oil, invoice 247.39
2/26 Register of Wills, balance, Pennsylvania inheritance tax 1,607.19
3/31 Register of Wills, supplement Pennsylvania inheritance tax 868,92
4/1 Intemal Revenue Service, federal estate tax 51,079,00
4/2 Darlene L. Moyer, county/township real estate tax 311 ,77
4/2 Arnold Fuel Oil, invoice 200.38
4
4/22 Carolyn A. Hoover, balance, executor's fee 4,000,00
4/22 Barbara ]. Bear, balance, executor's fee 4,000,00
4/22 Landis, Black & Schorpp, partial attorney's fee 6,000,00
6/11 Arnold Fuel Oil, invoice 191.57
7/28 Elam A, Fisher, replace shingles 3,000,00
Reserved:
Landis & Black, balance, attorney's fees 2,000,00
Landis & Black, costs advanced to date 319.12
Reserve for closing and filing releases 1.000,00
Total Disbul'llements of Principal 162,698.51
RECEIPTS OF INCOME
1996
10/3 Waddell & Reed United Income Fund, account no, 02225589,
dividend 1,046,82
10/25 Financial Trust Company, interest, estate checking account no, 13-
37467 121.15
11/26 Financial Trust Company, interest, estate checking account no, 13-
37467 18,89
12/27 Financial Trust Company, interest, estate checking account no,13.
37467 93.45
1997
1/27 Financial Trust Company, interest, estate checking account no,13-
37467 110,07
2/27 Financial Trust Company, interest, estate checking account no, 13.
37467 157,07
3/27 Financial Trust Company, interest, estate checking account no, 13-
37467 139,91
4/25 Financial Trust Company, interest, estate checking account no, 13-
37467 107,38
5
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PURPOSE OF'
NonCE,
PAYMENT,
REF'Ulm (CR),
OBJECTIONS,
AtlHIN-
ISTRATIVE
CORRECTIONS,
PENAL TYl
INTEREST,
To fulfill the requlre.enh of S.oUon 114S (b) of the InherUance and Eltllt. TalC Act, Act 21 of 1995. (12 P.S.
StcUon 9145).
D.t.oh the toP portion of this NoUo. and lublllU llith ~Ollr pa~lIent to the Reghhr of willi printed on the
r.v.r,. .Id..
n Hlk. chlok or .on.~ order plIl/abl, tOI REGISTER OF HILLS, AGENT.
A refund of " tax cr.dlt may b. r.qunted by cOIIIPllting tm "Application for Rlfund of Ptnnlylvanl,
lnh.rltanol Ilnd E.tatl Ta)(" (REV-1511). AppUcatlon. are avaUllbh at thtl Offlo. of the Reshlhr of Willi,
PIny of the U Revenu. Dhtrlet OHlclI or frolll the DIPllrt..nt'. 24"hollr tIn.waring ..rvlce nUllIber. for for.. orderln(1I
In Piflnnllylvania 1~800'J6Z-Z0S0, outside Pennsyl...anla and within local tlarrhburg ar.. 01]) 787-8094,
TOO. (717) nz.C'Zsz (H..ring lepalrld Onh).
Any party in intlrut not satisfied with the 1U1i.....nt of tax lIS .hololn on thAt noticI .ay objlct within
.bty (60) day. of reo.lpt of thh Notice by:
-~wrltt.n protoU to the PA D.partllllnt of R.....nu., BOllrd of ApPlllh. Dlpt. 2BI021, Harrhburll, PA 17128.1021, OR
...hctlng to hll.... the .athr d.ttrllllned at tludit of the p.rsonal reprlluntathl., OR
--appu! to the Orphan.' Court
Factual .rror. diGco~ar.d on thl$ a....SM.nt Ihould be addres..d In wrIting tOI PA O.partm.nt of R.~.nue,
Surtau of Indi...ldutll Tax.., ATTNl Post Auuuent R.vllw Unit, Dept. 280601, Harrisburg, PA 17U8-0601,
Phonl ('117) 781-6505. S.. palle S of the bookl.t "Instruction. fur Inherltanee TllII; Return for a Resident
O,cld.nt" (REV-ISO!) for an Ixplflnlltlon of ad.Jnhtratl....ly correctabla errors.
Th. lSl. tax aM..ty non'partlclpatlon perulllty 11 cOlllputed on the total of till! tllllC and Intero.t a....s.d, ind not
paid b,'nr, January 18, 1996, tht first day aHer the olld of thl talC unlit)' period. Thh non-particIpation
penalty II app.ahblt In the III. lannor and In the the em.e tilll. p.r lod as you woul~ appeal the tax and Inhr..t
that hili be.n a"'''ld In IndIcated on thh notlco.
Additional Pennsylvania E.tate TaK a....I.d as II re.ult of a changl on the F.doral F..tate T"x clc.lng
htt.r beeo... delinquent at the IKPlratlon of one (1) lonth frolll the date tne final nnUee (If the Inorea..
in Fldera! E.tat. TalC I. receIved,
Tax.. whIch b.ca.. dellnqu.nt befClrt Jllnuary I, 1981. bear Inhrut at tho rate of .lx (61.) perclnt per annUl
olllcvhted at a dally rah of .000\64. All taxIS whleh boca.. delinquent on or after January 1, 1982 will bur
Interut It a rate whIeh will varl/ fro. calendar yonr to eal.nanr yael" wi th that rate announced by the PA
Depart..nt of R.....nu.. fhl applicable Inhrest rahs for 1982 through 1998 IIrll
~ Interllt Rat. Dally Intertlt Factor !!!! Interut Ratl Dally Intlr'st Faotor
1982 20>: . 0005~1l 1987 9% .000Z47
1983 161. .000458 1988-1991 lli .000501
1'J84 11:< .000101 199Z 9X .000247
1985 U~ .00nS6 19~5-1994 7% .000192
1916 lOX .000e74 1995-19'J8 9X .000241
hlnterllt 11 celc:ul.tlCf .. (ollowsI
INTEREST . BALANCE or TAX UNPAID X NU"BER or DAYS DELINQUENT X DAILY INTEREST rACTOR
-"Any Notlc. Iuuld after the telX btr.o... dellnqu.nt will reflect an intlrllt caloulatlon to fUtlln (IS) dlY'
beyond the date of the u......nt. If pay..nt h ude after the Int.,..t co,putatlon date ehown on the
Ilotle., eddltJonal lnhrllt 'Ult bt celcuhteft,