HomeMy WebLinkAbout96-00749
l)t;TITION FOR PIWHATE and GRANT ()J<' LETTERS
&lal<,(~1 J,(JN/uli" ,:,..,..Aj;( # FSRFY No. ;.!l-q(p- 7Lj/i-~_
al.;,'o known (IS J/)'):\d:.> {} (J' (i,~,,.,'<I'- , 10:
IJ('('t'llsl'd
Register of Wills for Ihe
("JlIIlI Y of ~ .l'LCh,6L\M.,~fi in
Colt1l1lonWetdlh of Pcnnsylvania
Ihe
Sod!11 Set'l/I';I,\' No, 0 J "( c' . v"1 L)
The petition of Ihe undcr...igllf.'d n';.,lwl'tl"lllly rcpl'L'st'lIts [hnt~
Your pctitioIlCI'(S), who is/l)J-~.lN Yl'lIrS 01 iI!!,l' llr old,..\, antIll' l'Xl'i.'utf_L~____.___~___~ named
in the lust will of Ill<' al>,1I'(' det'l'tktll, daled, (1,//(." '.II. .._._~~?L_..~~__~, 19.2L
and codicil(,) dated ........_..._.~_...__.___.~
...tih;LlrJ..ol<-. -If,,) il './//7 '1
-1:l/i)...Jtl'<c!r73 .~..
(\la(l' Il'l{'\'''nll'irf\ll1l',tall\'l'~, \',f~, ti'llIl1ld,UIllll, (h.'Hlh nf l'\('l'lIi\ll, ctc,)
Dcccndclll was domiciled al dealh ineli(yt7/J.~).I~,,,,,tJ /I Connty. Pennsylvania. with
IL...LS m . lasl. famllv or prineipljl rcsidcnct' al _~~~_.~_..__~(j.____-tl u';~';"<J.i-/L'-'-'--- IC.L) .
-~~rfrn(>.-r.t.:'-t~. . Jr~. ';il~I'~:;~~:I~(I~'~~'I-I;~~~;;I-~l--;~;\:~~;~~~~A~'~2T-.;Z&2~~.iA(, I A- ~-
Dc('cnde;ll, ,Ihen ._~.-'I ycnrs olage, died -----~___.5:<'/,I.(._-~!_?:c------,-, 19 9', _.
~t .1 U. ,_/G.....llll-'''~dl(-~ 1.__. /2 t~, - r ._~~~.l!:o.'r{Y .~-:'_..,._u]:~rL,.l..2.E,,~.2.._____~~,
I'\c('j\l ns follows, tkt't(It'nl did not marr)', wns not (livorced nnd did nol have a child born or adopted
ufter c.\t't'ulion of Ilw will off\'led for probatt'; was not the viclim of a killing IInd was never adhtdicated
hll.'lllllpl'tetll: _ ....~___._ .n.__._.. __. ._~______._.. .....,,~....__....._.._._.__
1)cL't.'t\d(,llt HI dealh owned properly with l:stilllUI"d \'fllllC~ us follows:
(If d,'nllriled in 1'.1.) All pcrsonal property
(If nOI domiciled in Pa,) Personnl property in Pennsylvania
(Ilnol dornkiled in I'a.) I'ersonnl propert)' in CounlY
VnIUl' or real \.',\,!iI(C ill Pl'l1nsvlvunia
sit U [II L'd Hl., follows:' . J.-fl~ ": I;LI!.~if"! _ldj!iJ::_~_,:L__l';i!_,---__
__~__.___. ~_ .__.___~JVE~'fl"'L'f-~._j7 o,-,_5_~__~.____..
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WHEREFOR!:. petilioner(,) respectfully ffi~~M~N~WRyrobulc of the last will al1d eodicil(s)
presenled herewith and Ihl' granl 01 kllers~__~_ .
{!~'~(lll1l(,lllarY; udmilli\tri1.l1011c,I.\\.; udminlstrlltion d,b,n.c.t.a,)
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OATH OF PERSONAL REI)RESENTATlVE
COMMONWEALTH or !)ENNS\'LV ANIA
COUNT\' or ClIti,8LRlJlND
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j" :-;s
Thl.' rwtitiotlL'r(<,) lI!JmV-lIHIlIl'd ';WL'ilH\) llI' llllirll1{'-i) that the statements in the foregoing petition ure
tlUl' Clnd ,'01 rL','1 10 IIIL' hL'l.,t (\1' rliL' kn(lwled~l' ilnd belief of j1ctltioncr(s) andlhal as personal rcprescn-
tllliwhll\f tIll.' ;lllll'l' d""l'L'dL'1l11wtjtlolll'r(s) will \\TlI t1IHl.Huly ,I(.lI1~)('r tJ1C estate according to law.
S\\~'11t 1(/ <>1 :rlrill~YH and 'Ilh,,"lihcd I ./ '~mbwt(Q(.I;ed::.____ ~
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fH::V-l!iOO EX. (1'<:1011
lIN~'ERIYSA-;N-CIE~T'lAX- RIECI-TU) RN
FOR DATEn OF DEATH AFTER 12131/91
CHECK tlERE IF A SPOUSAL
RESIDENT DECEDENT pOVF,~~_CR5-DIT IS_~LAI~~.L__
COMMONWF,Al,TlI or f'[NNfJVt.VANIA TO BE ILE IN DUPLICATE FILE NllMBEH ---.--
D[PAAT"ENT or RrVENuE ( F D 1 ')')fi om~<)
HARRIS~0~6.':~~';\""60' WITH REGISTER OF WillS) COUNTY CODE YEAR NUMBER
DEC.EDENT'S NAME (LAST, FIRST, ;;NiiM'DD~E I-N';;;ALIC=.'-='~C.'.=..'''=~=DI;CED[NT;S-COMPLE. T~ ADDRESS
Esrey, Jarres W, flll H tV!:' rvie\v Road
SOCIAL SEC'URITY NUMBER DATE or DEATH-TOATE oFBinTfl-- ll'lIlOync, PA 17043
DECEDENT 1'73..10-6475 09/1?/96 ~09/?1!1911 Counly Cumberland
lIE' ",cAa"I"URv,v'Na "raU".;N'''' ILA"r, ]SOCIAL '.F.CUnriYN-uMBEiitMOUNT-RECF.IVF.D (SEE INSTRUCTIONS)
r-IA9T AND MID )l,E INITIAl.) ~ ,}. .
n-- --.-----.---- ----n
u 2. Supplnmonlnl Roturn U J. RemaInder Roturn
@5
E.
--
1. Original Return
lfor dalu 01 dealll pflor 10 12-1J-1I;!)
CHECK
APPRO-
PRIATE
BLOCKS
LImited Estate
Federal E!llata Tax Relurn Required
D 4a. Futuro Inlornsl Compromiso
(lor datos 01 doath after 12~1Z-82)
Docedont Died TeGtale D 7. Docodunt Maintained a LIving Trust
(AUach copy 01 W~a) (Attach copy 01 TrU.I)
ALLCOARESPONOENCE AIlO OONflOEHTlALTAX IIlFORMATIQNSHOULO RE D1Re:creOTO:
NAME COMPLETE MAILING ADDRESS
Pet(~r J, Ressler 3401 North Front Street
TElEPHONE NUMBER- P,O. Box 5950 ,., r
.~ " .. J
71'7-232-5000 Harrtsburg, PA 1'7110<'0950 ":
1, R.al E.lalo (Schodulo A) ( 1 ) 225,000,00
2. Slock. and Bond. (Schodulo B) ( 2) Q9, 279.79
3, Cla.oly Held Slack/Panner.hlp Intore.1 (Sch, C) ( 3 ) None
4. Mongage. and Noles Recelvablo (Seh.dulo D) ( 4 ) None
5. Cosh, Bank Deposit. & Miscallaneou. Perso"al (5) 96,926.66
Properly (Schodulo E)
6. Jalnlly Owned Property (Sehedulo F)
7. Translel9 (Schedule 0) (Schodulo L)
8. Total Gr099 Assets (total Unos 1-7)
9. Funeral EKpenses, Admlnlslratlva Costs,
Miscellaneous Expen~es (Schedulo H)
10, Debts, Mortgage Uabllllle., Lien. (Schedule I)
11, Total Oeducllons (total Una. 9 & 10)
12, Not ValuA 01 Estate (Una 8 minus Une 11)
13, Charlleble end Gavernmenlal Beq"e.ls (Schedule J)
04
[86
_ 8. Total Numbor 01 Sale Daposll BOK09
CORRES-
PONDENT
~n
'I'
,.,
'J
(0 )
(7 )
None
188,512.16
.'.
;-,
u
RECAPIT -
ULA TION
(8 )
649, '718,61
(9 )
26,528.08
(10)
317.38
(11)
(12)
(13)
26,845.46
622,873,15
None
14. Net Value Sub ecl to Tax (ll"e12 mlnu. Line 13) (14)
15. 5poUIlII Tflnsllr. (fol dllllol d8Ath 1.f1,1 6'30-941. S,I (15) K , .
Instrucllonslor Apphcahll PlflJlnlll.gl onPagI2.(lnclutll
Vllluu from Sch.dull K or Sellldull M.)
16. Amount of Uno 14 taxable at 6% late (16) 622,873,15 K ,06 .
{Include values from SchodllleK or Schedulo M.)
622,873,15
37, 372,39
TAX
COMPUTA-
TION
17. Amount 01 Uno 14 taxable a115% rate
(Includa valuee lrom Sohedule K or Schedule M,)
18, Principal I"" due (Add tax Irom Une.15, 16 and 17,)
19. Cr&dlls SpDUWlI1 Poverly Cretlll Prior Payments
+ 34,000,00 +
(17)
0,00 K ,15
.
0,00
(16)
3'7,3'72,39
DI!>count
1,789,47 -
Intorost
20. If Line 19 Is greater than line 18, enter the dllforenco on Uno 20, Tills is the OVERPAYMENT.
[MI Cb,.k h,.. II y"" ..r.q~.!ll!. a refund of yo.r ov.rpaymant. I
21. It Line 18 Is greater than Uno 19, 8ntar the difference on Une 21. This is tho TAX DUE. (21)
A, Enter tho Interost on tile balance dUB on line 21A. (21A)
a. Enter the tctal of Uno 2'1 and 21A on Uno 218. Tllis Is the BALANCE DUE. (218)
Mak. Ch..k P.yab.l. to, ~.gl.ter of Wills, Ago"t _ _, _
, . . ... _ BE SURf: TO ANSWER ALL QUE9T10NS ON PAGE 2 AND TO RECHECK MAT11...... "", .,.'
Under penaltIes of perjury, 1 dEtclare that I tlave oKlln:,iriodihls relurn, includmg accompanying sctmdllles and staloments, and to tho best of my knowledgo
and belief, 11 Is true. conoet and r.omplot6, I doclaro that all real eslate has bo&tl reported at lrue market value, Dm:laration 01 prepomr olher lhan the personal
representative is based on all tnlormal1on 01 wl~ch proparor has any knowlodgo, _
trUR,or p~t ~ :;'ONt~l{ :~;7~~/~r~{~~ > ~~;'~~hedUle attached DA~ ,,l'!~L__
SIONATU .__-. FPfH:PAREAOTliJ/11HAI4 REPRF.SEN1AlIvr AODRE5S DATE
/,t;Cf'\) A/( ~. "'- 3401 North Front Street ....s...:..l.J-.::.tL_
pAl&ooll- NT"'" . Harrisburg, PA 1'7110-0950
(19)
(20)
35,789.47
1,582,92
0,00
1,582,92
CClpyrlghl Forml SlIHwAlll Only. 1994 Nelco, Inc. N94PAOOl
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Pro![IY!~~Pu~~JJ._RIYfRVlf;,W, flOAD_'____ .. . ~.rjJ~"PXN~._._,. ___,__,__.H.1.l~r^.._..._JI~_~~~.tlQ.!I.J.._
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t .~: tr.m'.L~. .~~I;;_J:tAP Jl:t: F'f.R~~g;. .~!1Mll~R. _ ___ __ ____ ......l~ n!,~~ J .999:.1l1.l!~~~. ~? S~9-'I::r~Pl~l!H,~-' ~ITe,~[!-mo!fu-"_--'
r r ESREY .J._lQ!JJ.AM'_1-r-;;-9u'~tlt~~~.LJ~1:ArL9~7:,\{tiI"'~?DR~L._-.(I~;'1~2!nL _Q/.!.Il.!!._ 1!rr~!l\_, ..'tWn!
I'r h!1 rl! ~L...l.X.l.f!.~ $imnl. I Ltl fool ~.. _,P!~~,Ui'PL. -.L..l1!-!D__+___, .Q9!ld4!TIJ!ll'lf!l.{!!~!y.~-!l~I.Y}_..J'QAl___ J~.QNE:/l,lO
Jft(gnItQ!t!9,91t~r.r!!!I~~1 f.(~rt'-~ __StJ~IJ~HM.~AJU.~.t.S__+. ,..____ ,,_..__1,!4P:.~I.1t1l.CLt~ :fJ.- 0 2~J~.Q?.3~_."Ctn'-!!LT!.lc.LQJQ~L..._,__. .
.wt,e!!i!.JJi!..A.... ,_____ _ . QI.I!f ,n!!'4.!!_'9_-:9.~ ___.___t'!.~Crp:~9I)J_n.1.',!ryfY'.!1l!~!!!.s!':o!.r9l!!I~Qroi.'.~!QI!!.!tlf.P!l~.mlJ!!L1l,~E1.._~__.__,___ .'.' _..
1!M!<LC'l"LPSI'LAT. -.MR. .. p.e:n;H_R..~,e:L__. _ ~M'_'ltl~g.1_..~.,JR9JfL~IR1;ET, _.H~RNIS.!lliJl9_,_-"L_JJ l1Q.. ____.__ ..
l>>1!!!!LROb~t " Bl.lnz.b.2L Ad r., 101 S K ECH cue p 1 0 .
Loc.lion , _ Urb,n lX,1 ~lI~~(bln RullI pndomln.nt SlnlJlt family houtlnlJ Prutnllll1du.. % Land UtO Chll\'olfl
Built UP !IOver15X ~125-7b% lJnd.I;!5X occup.ncy rr~f 1,~,~ On,/Imlly _-10 CjNu!llktlY C'JLik.,y
Olowlh rll. E1 Rapid 51,bl. 510w OWner __e.5 low __....2. 2-4 'Imlty __...Q.. C&J In plocm
Proputy Yllues )lnmulng ~J Slabl8 Dttllnlnll Tlnlnl __tLQQ...lliah... ~_&.Q. MuIU'"mdy ._ ~TO LIl\l1IL Y. _
Otmlnd/Jupply 8. 5hnrtlge _J InWllnc1 CMrllWl VIC&/II(o-!'.() l'm.om!!!!!1L__ Comm.relll__ _n__~__ _ .-
.M'l~.Q.j!!JtL. ,V(\~L~fML __~:~.m.H._ _Qv.J!.~rn ~lmlllll!nL __.l.QQ=r= _2.5.. ~.~~affI.L.....J..5 ~___n_ ..~.__
Noh: RICI and thel'.ltlll compullUon 01 thn n.lghbnrhood art not appralulllctnrl.
N.igh~orho04 bound~rltl Inll chlllCltm!iCl :rb~. n!1&hQ.Qtt'LQQJt is bo.1J.r:V;!~Q...p.fLtJ1~,eJL.Bou~'Lllll5JJLcL~_r:JIt.e.t.1Lt.r~,fJ_LJ.f1_
.1~rn9.Yn9 ..~_9..r.Q!Jgb~I,."___...___._.______...___.___,_~~__._._~__.__._._._.__~.._.__~_.~_.__.
: facIo" thlllll"ct 1~! mark"lblllty ollh~ NoplrU" In Ih. naighborhood (proximity to tmploym.nland Im.nill", tmploym'nl ,tabillly, Ippullo mark,l .Ic )
~ ltt\~-.1l_lJ.g,IJr.~J:Ln~j&hh9J'1l9..Q.1Lh85 ll\Q~j;~QY!?1.t(LY1Jlilli1...!,-v.8i1~Q~.1~Ja t .!roi'..~~,~,Y.J!~~. ~JL..n__._m
"e .lQ.j'!II_~t\_t...~!Ht~~TXLq~~..,,_~_n~L~.s.Q!!\ltf!tllil{tL~.U.h.. othtr---1L~lghQQfJ).QQ9..LJ1Lth.lL.&!tJl~~J_~rep.~9J>J ....
have J!.1 rn UElr..,{:!m.~.nl!..! ~_~~.Q.JIDi,{:!.I{Q.table _ff\P tqt'.~re oPJ;t~,r.y'-,!<;t_JibJ 0 h wou ~!,1.Y.ll~AY.-!!ffi.g..t..,_._~_..,_.
.~rls.~t~_PJ:liJ;Y~_\___.~__,.~__.._...__._________.__~~____.~_~__.______.__~__~~,,_._
Mlrk.l coMllIons in tM subj.cl neighborhood (Including sl/pport lor th.lboVQ (OnC!USIOIU r.IAI.lI to l~e t/lnd III plllp.rly YIII/u. d.mln/l/supply. anll mlrxel:ng Ume
-. .u~1I II dill on comp.lihvt proD.rllos far Silo in thl n'ighbolhood d"crlpllon 01 Ihe plIVll,nct lit Silts Ind Unlnclng conc,ulo~J..lc ,.
Iher.!L.~r_~.1lQ....fQ!:!l,~..ft~I!Qt~-AconJlJ!!.i9 --1r..~.2thl9lL(I!li.h!:.2..lgD..t[iQMtUi'-.ln.UlJenCe ~8_Lg,Qn._dJ,tJJ?n.$...~
in tt).t~L~J:'~,~.L.Ltl~_q,l!rr',~rtLm..Qf..ll~,!_~.rket ofiors fL!oI~-'tarltlY_.Q.f~tll\l...loan!l '=!..UJ'1._~_..
.QQffiI?.l1.tJ,r..i.YLt~Je!l, jl~Jt resul~~h.e term~~lInoID&...M'y8 little. If anY. impact o~!.~__._
.P..r.t~.-':ULLH..J.nt!!f_9~. ~ ..!'_I!!e!l _r~ma I n reaso~l!-1-Vroe..ert1~.),.Y..?lU!Il~.!!!MJi!!t@JJJ!y_l!h.o..Y.l9....Q.~~ood '..__
ProJ.ct Information for ruol (II appIIC4bl,) ~ ~ Is!l1e develo9.r/bUlldtf In control ollhe Home O-Nn.rs ASIOClflilln (HOAl' U YES U NO
. Mproxlmlle lotll rlUmber 01 umls In llle lubj.cl prol.et NI A ,.I.pproxlmatt 10111 Jlumbt~ 0' unU. 10/ salt In thl subjecl prOj.et tiL A
..Q!..lill8 commoll tlements .M l'U.u.IJ.W1L!lJ:llJ1!.u' NI A
DlmlMioM SEE LEGAL OESCRIPTIOL Topogr.p~y IDGtIT~~OPE _.~_.
Sile IItI _~~Q...~=-~=~~~_~===-~_ __ CO//llllol ffi~-1Xi No Silt ITE!Yj\J....I.9.[LM!,~.1l...___.
Sp,clflc loning clas'llIclllon In~ dll.~CrlIlIlOn .B..~~"p'ENTIAL Ship, lRBlg.1lbA!L....--~~_
Zoninqcomplllllce CXlltgjl Ot-f9N~(Cirw'dthltdl/$lll Dw.qll UNo~,;;;i;;9- Drlinlq. APP~...ADE~l~_..__~
H !In!J.1!llY!t .HlmlliillIiJ...e.ru!Ill~ILDmnu.!l.t!1l'~Ollln) View AYtB.aQ~~____
Utllltl.. Public Olhtr Olf.lt\e"'Prov.mlflltl T:!pe Public Pnyatt landKl~1l9 ffi8ACE.____.
""""'~ CXI____._._~$".., A&~. jj DnveweySunlCt ~..8l.T
OU [J KQt{L_,._ CurtJ/gl/".r NONE ApPII./llf1Umenls NONE QBSO~!P n._
Wlter (XI Sld.wllk HONE FEMA Sp'tl,! Fl')ou HUlld ~ru Yu-m No
Salll!arys.w~r Cfl____,_.-_._ Stltllllghll NONE FEMAZonoL__MapDltt.tE.::i::..
}\M!!1 $twer --D..NONJ;.__.__. AlItY ~..L_. ~ FEMA Mlo No. 420161/0001 B
Commtllls (applren! 111""1' tlUmen!a, IlItrOlchmlnts. Ip.cll! usulmlnla. sUlle arOll, Illogll or I.gal nonton'olmln~ lonlng. Us,. .Ic) ~~~~~
~r...f!&!L.ll1ILl...fIlQrov!W\ents, ave~aRe landscsoinR. and tYDlcal IMlntenaJlQh.J'M.r..~..M~~~_r.!wt
adverse easement. oncroac mont 0 0 he ad r e co t 10 S 0 .1.1 te
OENERAl D. (SCRIPTION. i EXHRIOR DESCRIPTION FOUND~TION BASEMENT INSULATION ~
No OlUtlIlJ .1__ Founllltion gQHC.BLOCK Sllb 0 E A/uSqH 1080 Rool ____~)
No olSlon,s E~~. E~llJ!orWlnl mt~A!Jl CIil'MSpa~tiQNE :(FInished .2L-__ Cerlin9 !l~_~
Typ,(Oet/AU) DETACHED RoolSunlc' S I aLE Bu.m.nl '1ES C.ilf/l~!lli.ElN SWIll' m__
Dulgn(tityl.) ?STY+]2M. Outltrl& t.'wnapll, A.LUMINUM SIKnPPI.n>pNQl!E.__ Wall I ~Jll&~_ Floor __ j
bitllng/Propoud t,[I~INC WlIldow Yyp. QID,JiUNC Dlmpnw MQl!LQ.RSE Floor CO CAET Non. ___
~go (YfS l f.S___ S!orm/~crtrnl lESIYES _ Sotll.m'1I1 tf.Qt:!L.QBSE (MSldeEnII)' S U"lM.... ___
I Y 1 t 0 ID1t1l1!I B
MS ~J..2.ttL_ _JiYlng Kil hill- II:!!~
: JIooMDL- .____. __ _
01
,l,rRWL-
1 ,080
, 8
1,080
o
Vtl.!...-_.__L_
. e.Y!lt~___
~ ~
q .<.
---- ---=--1I8
!9.l
CAR STORAOE:
Non, 0
Olr.g.
AUlched
D.I"hed
Bulll-I/l
Clrport
L_
rl' ol!..arllleeonlllhs 8 P tI .!nUl!
MI18n~ls/Co/ldrlll)n tlE~TINO KITCttENEQUIP. ATTIC
h'QQVLIiYJ:__.___ Typ. tlW__ Rtf/lglr.tol lion.
p..B.'L~.A1J~.LA~ Fuel OIb._ F\angt/<Nln 5111'1
WOOO/AI{L,_..__ ~t&UA~ OIspo..1 DropStllr
ylN.Y.b-Ll\yJ;_.._____. CooLINO OlshwI.h.r 5~IIH1t
g;KN1I.f;,L!V.t:__. Centrll MQ.._ Fln/ftood Floor
HVd. CqBE/~Y.~_ Olhlr MQ........ J,4iCloWavt liuled
, "
, itIHi>llOR
Floort
. W.iIJ
Tt1m/Fltlhh
BllhFloor
BllhWIIIlIClIt
Doo,.
I III A I
AMENITIES
Fillplact(sllL--
PIUOL-._
00,.
Porell_,___
F.net
PlIol
'olclrs
L-
.I
2/
,
AlIlIlliollll lulul'l (1~'Ci~llntlqy .IIIClon!iI.ml. .tc.) ~lr__!:i.Al.Jmd Or~_fI:l9.1..qjJ1L1n....f!.lnJn" rooml..
Condilion-~;-;;'~Vt';~~'I~~;;;~~lr;(9h;;i;,~t;;;;~,;~~n~tl. ItPli;;~..d.c1.lIl/lllly 01 eon.t'Ucllon~r~-;;dlung/addm;; ltl~: Seet-===
At.~.9.hedn~.c!eJ'-g~_ml.___,_._.____.~__~..__
~lIv,rl' .nvironmenlll COr!dI!lon, (J\IC~ I~, Ill/I not Hmtl.d la, hltl,c101l1 wl.IQ~. lo(l~ .ubllancel. lie l preUlIlln t~1 Improvtm./lla, on Ihl 1111, or Illlhl
Immellill. VICl1\lty 01 tilt II/bl.ct prop. fly ~~.~.j\J.t~.Qh~td_A.Q9.9nM,___,__~.___~___..___~_~__._.
l'I'fN~"","IO t'jl
~'.f..(jl. 101' I
t.....o ......ot ~ '... __, "_H_'.. "".. '...,,. ..~
,.,,,.1,1,,'.'''10011,.
...-q,--.
V.,lll!JwJl.!.'!l'!L.____ __________.!l_~IFOR~ RE~IDEItT IAJ.. APJ'_RAI5.AL R_EP.Q!I!___H!]'!..Ill'ill1.llL___
[5111,4A1[O ~Il[ VAlliE .1 _ 6_0, 0.00 COlhrr,~nls on GOll ApprYlCh {tur.h n, IOlllce 01 CHI ullmtle,
fSTIMATFD HHRllOUCTlOHCO'i1.rwl"l' or IMPRtWEMHHS tde Hill', ,,,YIII 10111 cll,ullllolllnd fill HUO. VA 1M FIT1H~ Ihe
[Mot\lin~._____.?,1 ~'l!l, 5'1 fl . , _B !;~~ . s U3,-~9? Illlmlled remlltllnqrconnmlc II Ie IIllh. prQP~/lyl, ~,9.f.~:,.AtJaQb.~d..
_~JH!lt! '_n.___I.QBQ S'1 fl . S. ___9_!PQ . .m_.n_ .2.,--1.2.9 M.9l'tn~UI!U...,_._~__.... .--__.,_ ..______.....,..
.fATlQ{HREnA_C.E _ _.._.._~..Q9Q ___________.____._______
, G.lrtgf!/ClrJlOrt _.._~jLQ S'1 Fl Ii S _JEJ.QQ __._____,~l_1~9, '+_M_._____,"'___'__'_____'__"_ _'__"_"_"._'__"'__
, 10111 Esllm.lel\CottNtw . $ ,.___J~.Q!iJGn. ______...__~..~__..___'___.._. _~._._____..
. Leu . ~h.Yllr.lt.j f'UnCI.I'"....'j [~I.rnll _..M~_______..___~.~_._"._._____..____
OIpl'ttllbon ~11,1.7~ _.--'0 _. .__,$Q .' s ___.._....j_L17.!! ___..__.~_..._._.D__'_~._"__'__'
Dep/.cllted Vllue oflmprov.ment~ . s ____.~~l~.~,I~9.e. .....__.__~___._~_',~M__..'______._.._.
'AI-II' Villi' 01 SII.lfTl~'overr.rnls . S ._.___Jl.9_Q./l .._____.._______.__.____...._.
lHOICHEO VALl/ii fly COST r OAe 2 0
__.___ .m~_.__ .1__. _~Y~I"J ___ __ . _.___----'9_~PlJW!lLN9.!......--_ ______.<;QMI..AMII.LI&L____ ___~.MillAI!lf.liQ__L__.__
811 RIVERVIEW ROAD 851 KIEHL ROAD 135 NORTHGATE DRIVE 919 WooDLANO DRIVE
lM!ll d,.~!jQYNE~' ___....__k~l'1Q'it!l;_____._.-----.-.-_ G1IMP_Jllkk.__.___.__-.-. k&MQll!L_._________...
f!9!lID!!'tJQ subJ~~t ._.___.~h..~ 2_,BI.OC~_.___~_,.. 1 .~..11l1~ _ ~.____._.__. ..._
.!!!f.f!!!.....___ L..____-..H.{ _____i.--112 000 ."_ S 210L.QQQ. ._J__lli_,.Q9.Q
lrtt@l!!.~!!I'I...~r~.~.L-.__,_._.9,.LQ.Q.11. ____~~~.&?1II ,'~_~9.~!.'L~......:.-.--.,..._ J~_l~.lL..__.__._
0.''''';'' INSPECTION SK!' RECOROS/HLS/ ASKr RECOROS/HLS/ ASI!l' RECOROS/MlS/
V ll!!<!Mc~.\[m 1!LL___.___._~9.Ii'111>.1:!MtIT~rr... AG _ /S J)lEIL-_.J\M~:m!KL.QTEP-h..--------
'y~LU:ANA..T1.fJm_~B!fl!Q!!__. DESCRIPTION I '(.llt.:!p.!.~ ~QB!f.Il9!L__~...:.1:H.~ ~wlr110N '.l~.-!,:,!,r,",.
Sllu or Fi/l1/1C1n9 KIA COtNEH'rlONAL : tCONVENTIONAL : CASH :
;::~I!~::'--1J!;-, HI:~~__~~~~2Llli-=-l....!.9....2_Q.Q ~~-96/6 : --- 5-1;t:wl~+--::;:j)::;~99
.l.9callorL~-----:---., Alll~fH'~.9.~___. Y~RAO~_._.....l--__~_. AY.F,;RAQ..E_----l . CE _';"._._.._m__.
.._<\1:,,"""'" E~"___.___~. fU___..L___--1.ill:_.____L__ Fli______L_______n__..
.lJI!____..._I5.UL____ L5.LAf...__~_.------ULAL.___ : d.L8k__--'________ -----
YJriL___ A'y'~~..QLn A.y&MQ.t:------+------lA!. 'itl!/l!1.L__,--_.. VElW&.._..__c_______.."
Dell Ilrn~.t.P1!!t ~Y/~__ .~llLAY_L-~_~_..12STY/AVE:: ~.'i.LA.'a__~___...._
~""''''!9<l.~1R...TmLAYLI1l.TlLT!ilLAYE' ---tUlL!t!!LAY.L..;.-.----.- IlLI!!~_.AYJ:----,-_______
_~L_______ ,2L1...____<9.U.!L~____..?5/12 __: __ <{l,--
CO"di"" .______ Am~gJ:_ 1l.IR TIlN AVE '-10.000~8_V,RAQ,,_: .A'illlAGE
Above Grlde !~!!L~~":"""]:t~_.lJ!!!l...~~G-!~l~ ~~!;U~ T hI ~..JI!!!L,~
FIoomCounl Q: q: ~ 10: 5; 2.5: 6:' 2 ' 8~~_~:
Gron Uvl!l.llAr!.1 _.?u.q,7.~_!l__LE1 _.~~.iqJL.L-!.f 00 2 I 858 SqRJ -7.600 l1'-iti!._:....--.!LJQ,Q
.........11""".' FULL BASEMEN~l BSMT EXP : -2,ooolr~lL BASEMENT: n BSK!' EXP -2,000
. "om'J!!!""!l[.,,JillEl!l.lgJEO_ RK.BWHLFBTH' -6Jl~l!M/DEN :. -6.000 .EN. ' -l~OOO
: FUQcIlOf!!i!!!ili!L AYER8CE AVERA~~_ kBAQL_,_..L.~~ y'&'~.AQ.L~~___.___...
. H IUn~2l!.n I{WINO eN Alfi llil:L.AlR: 00 FAI N AIR : -3,00.0 .He/CN AII1_~_--:,.J.,.Q_OO
~''''l!!t''' TYP.,.J:.Q~_._~~ l.P.JQlL8EEA: ~~EA' m..JQ!l..~___._____
1l1!U!L<;!!""--_ 2CAR GAR/1!.TLID..LQA!\u\u ' 2CAR GAR/AT'! : ~RLlI1LL-__
Porch, Ptlio. o.cto.. PATIO EeK : DECK/PORCH -1,500 DECK/PATIO : -1,000
I" "Wili!;~ LUJ!!;!'.!'A_CE U!J1j:l1AC~--i--------::J_, 00 1 HllM18l,L__L__ J.U!tillQ~_=-Lill_
Ftnc.!~t!f.._ NOl:!~. 0 E ' N~E : 0 :
._. __ N'lliL- 0 E =- 0 ON:
l!.!!.A!U..o.ill!J - t I"" :$ 11 0 !:Ii[:T 18 10 :."::::O::~-':'L...-,16.jl-60
~~usledSIIUPr1t1 rO$s:14.7 Cro.s:sr 6.7 Crossl15.5
llfCOI1lDlllblt ~ ~t9'S 217.700 .. l..L~ f!1.t-1.&J_Uf..L'!.9_9_
Comm'nls on SIIII Complrlson (Including lilt IlIbl,ct ProP.rty'l complllblllty 10 Ih. neighborhood, .Ic.): :!..~ached AddendUl!l.L--_
IlEM ___SUSJEG.!. ~OMPARA8lENO.l COl.4 A 8 NO. 2 OMP~ lENO.3
0.1.. "'" ."dD.l. HAS NOT ONE KNOWN TO EXIST NONE KNOWN. TO EXIST NONE KNOWN TO EXIST
"'1""'''''''''' TRANSFERRED THER TIlAN LISTEO OTHER THAN I.ISTEO OTHER THIN LISTEO
"" . 01 ~'" lli___!'.MLll!i!l 0 B VE 0
Malylll ot Iny turrtnl Igrrrmenl 01 nl., option, or IItbng olltw subj.cl p/llptrti Ind 11II1y111 of 1"1 ~Iior uln 0' ,iIbl.eland complratl.. within ont yllr of !hi dall ot e~prllSDI
ocordlnll to_information orovided by the multi-list services in this r.u12n.t.-!h~CL~___
!lMtlY.JJftLnQ.L.Q.~en lI.ted 1.or '010 within the OOitW !!l9nth.. NO fl!lQ!L~STEO.
INDICATED VALUE 8'1' SALES COMP~RlSOH APPROACH $ 2~5.. 000
IfrDICATED VALUE flY!HCOMf APf'flo~CH 111. IIc.blejE,lImll.dl,l.rk.IR.nt, /1,40. )(Ol'llu~nLt.M~pll.r N/A . S N/A
TIIII Ipplllull, mld;-rxr "illS' 'OOI,ct 10 ttw rrfllll1,IJIlf1llOnS, lnsp.Ctil>>11 1)/ condltiooslllltd be!!)'.... allbjlcllo compl.Uoo pit ~lln. Ind IprclllCIUonl
CondItionlol Applllul 1h.l~_~EPL~!~,~LI:QQ.Q.tl.Jlas be..!!!LID'.!ill(I.rJliL"1il.I:Llh~-E.tQP.!tlY...!~t~_~~....Q.Q!tglU.Q1l_L.MQ...
OUQ!l~.__~r.QP~l'1Ltt'!lL.!ll!!lLJn.Q1ys!!1JUlLthlLY!\J~lQIl~
flnlll R.concllllllonSee A.tl!l.9..h.eJ:LAdden.Qu.Jn..t._.
Tht purpo.. ollhlSlpprllSl1 illo ulimlle lh. mllk.1 Vllur 0' 111. rnl pfOp.tty IhIIIIUl. subjecl ollhll rtl)Ort bui.lr.nltle IbeN. condiboollndlhll wliftclbon. conhngeMI
'Md IlmlUng "ondl~l)ns Ind ma1\(el Vltue cie~r~bon IMII, ltat.d In Ihe .!tIched Freddie Mac Form (~91V'nNe Ma, FOlTlll00(a (Rltvlard lV..2L_ l
. IIWEI ESTIMA1E THE MARICET V~,lut, ASrHED' Of M: ilEAl PROPERTY THAT IS Ttf: SUIIA:CT OF nls REPORT, A9 OF ~Ql!tfLLlLJ..29f> __
(WHICH IS 1HF. DATE,OF tNsrfclON ~HD T f ffECT1VE DATE OF nlS REPOflT) TO BE. ?,5~._____ '
APPRAISER ,J /, I I SUI'[ftVISOft', ~PPRAISER(OHLY IF REQUIRED)'
~~'~'.__....----1_ u_.. ~ ..T------.~---- SI~(\llur!.........-_..___~___. OO'd CJ[lld~jQI
~~~!_.,~.9~~~.T_~__J3t'Him9f.L_,,!......_._____.__________. ~~,~~_.__._____.___._____n~~__' lnap.cl P,opnrly I
~~,~p.r:r.\ s.~~~'~ _!.Qc;lQ~,R.. ~5"..J 99~_. "'_.'~.__~_.__._,_ _. ~~r.~por' S.ltn~_.._..__...~_._..._._ ..._.___.____....__" ..., .
Wi;-ii;,~~:.~~~I:,:~ ,;:~~.?~~3-L~~. ,,-'..---..-~i-:i.~:...--- ~~~I~!~~:.;~~;~~/-.- ____.n .___.n____::.==='_.~.:~-:: ~--=J
f'IilO'tl,ll< I "", 7,' ~I"jl f'A'i!: " or " ""'1 '_l" r M" 1%\ Inl
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rcnlr~l Penn Appraisals, Inc.
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1%, Nu RIVER811
DEPINITION OF MARKET VALUE: Tho mo,1 plobabl. Pli" which a prop"" ,holllrl "ong in, comp.lili" and open ,,"kol
umlor all condlllohS requislle to a lail sale, lhe buyer and SOlltH, each achng pludenUy, knowlorlgoably and assuming Ihe pric91~ nol
affecled by undue stimulus. Implldlln Ihis dollMlon 15 the consummallon 01 I salo as 01 a spocified dale and Iha passing of lilla 110m
..lInr to bIJY.r und" condilion, wh,r.by: (1) buy" and sell" 4re \yJ>lCally "olival.d: (2) bolh partio! are w.1I inlorm.d or w.1I ad,ioed,
and unh acting In whal ho considels his own bllsllntoresl; (3) a reasonable lima is allowod lor nxposUloln Iho opon mlfkol; (4) pa~monl
it tnadllln lertns 01 cash in U,S, dollars or in lllm!s of financIal arrangemenls cr,mparable therBlo: and (S) tho price ropresonts tho norrna!
OOflSldefallon lor lhe property sold ul1atfflCted b,v, special or croallve linMlcing or ules conces-110ns. granted by anyone moclated wllh Iho
IIle,
'Adjustments 10 the compmbhn must be made for special or c/eallvo linancing or ulos conceuj~ns, No adjustments are necessary for
lhose oosts Which Me normally paId by sellers a, 4 resull 01 tradition nr law In a ma~et area; Ihese co~ts Me readIly Identlllable since lh&
sell'f pays these cosls in VIrtually all sa:es transaction!!, SpAcial or crullve finanCing adjuslments can be m>1de 10 lhe oomparabllJ propolly
by comparisons 10 1Jnanclng hums offered by a third party in!ltltulionallender that Is nol dlready Involved in the property or trllnsactlon, Any
adjustment should nol bo calculaled on II mechanical dollar 101 dollar cost 01 the linancing or conce5~lon bul the dollar amount of any
adjushnBnl should appro~irnale tho ma~et'5 ieactlonlo the financing or cQncessionG based on the applaiser's judgment.
STATEMENT OP LIMITING CONOITIONS ANO APPRAISER'S CERTIFICATION
CONTINGENT ANO LIMITING CONOITIONS: Th. appra",,', c"lilleal!on Ihal app.." in th. appraisal "port is subiecllo Iho
followingcondillons:
1, The appraiser wlll not be responsible lor mallers 01 a legal nature Ihal affecl ellhlJr the proparty being apPlaised or the title 10 il. Tho
appraiser assumes that the hl1e is oood and marketable and, l~,erafore, Will not lendel any opinions a~out the ltUe, The property is appraisad
on the basis of il being under responsible ownership,
2, The appraiser has provided II sKelch in tho appraisal report to showapproxlmala dimonsions 01 Ihe improvemenls and lhe sketch IS
Included only to assist the re&der ollhe report in visualizing the property and understanding lhe appraiser's delermination of lis slz9,
3, The appraiser has e~amined tho available flood maps Ihat are plovided by lhe Federal Emef~ency Management Agoncy tor other data
sources) and hilS noled in the appraisal ;eport whether the subject sile Is localed in an Identified Special Flood Hazard Area. Becausll lho
appraiser Is not a sUNsyor, he or she makes no guarantees, express or implied, legarding this determlnatioo.
4, The appraiser will nol give testimony or appear in court because he or she made an appraisal of lhe proporty in quoslion, unless specific
arrangemenls todo so have beenmado beforehand,
S, The appraiser has estimaled the value ollhe land In lhe cost approach at lis hlghllsl and bost use and Ihe Improvef\1onls al their
contribuloiy value, These separate veluaUolls 01 the land and improvements musl nol be used In conjunction with any olher appraisal and
or. Invalid If th.y are so us.d.
6. The appraiser has noted in Ihe appraisal report any adverse t:or.ditions (such as, needed lapairs, depreciallon, the presence of hazardous
wastes, loxlc subslances, etc.) obseNed during the lnsper.lion 01 the subject property or thaI he or she became aware of during the normal
research involved in performing Ihe appraisal. Unless olhelWlse slaled in the appraisal report, the appraislH ha~ no knowledge of any hlddan
or unapparent conditions 01 the property or adverse environmental conditions (including the presence of hazardous wastes, 10~lc
subslances, ele.) that WOUld make Ihe property more or tess valuable, and has assumed Ihal there are no such condllloM and makes no
glJarantees or warranties, express or impUed, regarding the condition of the property, The appraiser will not be responsible lor any such
conditions that do exist or lor any engineering or lesUng Ihal mighl be required to discover whelher such conditions exlsl. Because (he
ap~ralsBr Is not an expert in the field 01 environmental hazards, lhe appraisal feport must not be considered as an environmental asmsment
01 th.prop.rty,
T. The appraisGr obtained tho information, estimale$. and opinionslhal were expressed Inlhe appraisal report Irom sources that he or she
consi,Qers to be fellable and belleve9lhem to be lrue and correct. The appraiser does nol assume responsibility for the accuracy of ~uch
lI.m,lh,t w". fuml,h.d by oth" parties,
8, The appraiser will not discloge the contenls of Iho appraisal reporl ucept as provided lor In the Unl/orm Standards 01 Professional
Approi..1 PraoUce,
9, The appraistl has bilsed his or her appraisal report and valuation conclusion for an appraisal thai is subjoct 10 satisfactory complelion,
repairs, or allelatlons on Ihe assumpllonlhat completion o/lhe improvements wl1I be performed in a workrnanlike manner.
10, ,The appulsllr mllst provide his or hor prior wrllten consont befole thalender/cllenlspeclfled In Ihe appraisal reprul can disllibulll the
appr,ltal reporl (including conclusions about the properly Vlltue, theappral!iol's Idonlity and professional deslgnaUons, and relerences 10
any professional appraisalorganlzallons or lhe firm wllh which the appraiser is assoolated ) to anyone other lhan the bOr/owol; tho
morlga088 or its successors and assignsj the mortgage Insurer; consultants; profenlonal appraisal oroanizalionsj any state or le~'3fally
appfoved financial institullon; or any doparlmont, agency, or instNmentallly ollho Unllod Slates or any slale or lhe Dlslrlnt 01 Columbia;
except th.llh, I.nd,,/client may di,lobul. Ih. proper~ d..ClipllOn ..clion ollh. r.po~ only to d,l. colleclion 0' reporting ",Ieo(.)
without having to oblaln lhe appraisel's prior written consent. Tho appraiser's wrlllen consont and approval must also be oMalnad balora
lhe .ppralsal can be conveyed by anyono to the public through adverllslng. publiC relalions, naw!!, sales, or other media,
Fr.ddlO Mec FOlrn 439 B-93
Pag.lol2
Fanni. Mae Form 10046 B-93
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APPRAISEiRS CERTIFICATION: The ~wra"" ce~iI", an~ '9"..lhal:
IIUa N,I, RIVlR811
1, I havo rosearcheolho subjecl markel.rel and hive seUu'::ted a minimum 01 thl90 recont 6alos 01 proporllos most similar and pro~irnalo
to Ihe subj9Cl property lor cOflSiQaraUon in lhe sales comparison analysis and havo mado a dollar adjustment whon appropflale to re/loct lh6
m.rket reactton to Ihose lIoms 01 signillcanl vanallen, II a signllicant ilem in a comparablo proporly is superior 10 , or more favorable than,
the .ubject property, I have mado II nagallvlI adlll'tmont to leduce the adJvslud sales price of Iho comparablll and, il a signiflcanlllnm In a
e'ompaublo property is Inferior 10, or toss fayorablo lhan the subjecl proporty, I havo mado a posllivo adjuslmenllo locroaso lhll adJustod
&~res price oithe comparable,
2, I have taken inlo conslderation tho laclors that have an Impaclon value in mv devolupmont of the estimate of market value In tho
appr,i..r "po~. I h..e nol knowin91y wilhheld Uly slgilil"'nllnlol111llion from Ihe apprai"r report and I beli"', to Ih. bOIl 01 my
knowledua, thAt all stalomonls and Informahoh In Ihe appraisal report i~e lrue 'dnd COlfee\.
3, I slaled in tho appraisal report only my own pe~onll. unbiased, and pro/elislonal analysis, opinions, and conclusion!., whiCh Dre sublllcl
only to the contingont and limtlinl1 condihons specifiad In Ihls form,
4, I have no presenl or prospecUve IntefOslln lhe ploperty thai Is the subject to lhl' roport. and I have no present or prospocHWl personal
Inltrost or bias wilh ro~pect 10 lho partlcipanls WI the lransacllon, I did not base, ellher parllally 0' complelely, my analysis and/or the
esUmale of markel value In lhe appraisal report on tho race, color, raliglon, sox, handicap, lamlllal stalus, or national origIn of either Ihe
prollpeclivB owners or oceupanls of the subjocl property or of lhe present owners or occupanls of the propflrtles In tho vicinity 01 Ihe
IUblecl prope~y.
S, I. have no presont or contemplilted future Interost in Ihe subject properly, and neither my current or fuMe employment nor my
compensation for perlorminQ Ihls appraisal Is conllngent on the appraised valuo ollho plCJperty,
6, I was not required to !eport a predelermined value or dirBctlon In valuo Ihal lavms Ih~ cause of the cliont or any relaled party, the
amount of the valuo esllmate. 'lhe .lllainmenlol a specific resull. or the occurronce of a subsequenl event In order 10 receive my
compensetion andior employment lor performing the appraisal, I did nol base lhe appraisal report on a lequosted minimum va!ualion, a
specifIc valuation, or the naod to approve a specilic mortgage Joan,
1. I performed Ihls appraisal in. coflformity wllh 1M Unilorm Standards 01 Pro/esslonal AppraIsal Practice that were adopted and
promulgated by the Apprai..1 ~landOld. Boord of The Approi,,1 Foundalion and Ih,l were in place as of the eHecllve ~ale ollhl. ,pprai"l,
wllh the exception of the depal1uro plovlsion of those Standards. which doos not apply, . I acknowledgelhat an estimate 01 a reasonahJu
lime lor e:q>o!ure In Ihe open markells a condItion In lhe definilion 01 markol value and tho osllmalel de~eloplld is consistent wllh lhe
marketlno time noled in Ihe nolgt1borhood section of this roport. unlesslllave olherwise slated in lhe reconciliation sechon,
8, I have personally Inspocled the Interior and e~erlor areas of the sublec\ property and Ihe exterior 01 all propenies listed as comparables
In the appraIsal report. I further certify that I have noled any apparent Oi known adverse condllion~ in the subject improvflmenh, on Ihe
subject slle. or un any SltO Witt1ln the Immediate vicinity ollhe subject property of which I am aware and have mado adjuslments lor those
adverse oondltlons in my analysl!l of the property value to the extent that I had market evidence to suppol1 them, I have also commented
aboullh. ellect 01 Ihe .dverse condilio'" on Ihe mOll<et.bllity ollhe $Ubiocl prope~y.
g, I personally prepared aU conclu~lons 6n~ opinions about tho real estate that were $et forth in Ihe appraisal report, If I rolif;ld on
slgnilicanl professional assistance from any Individual or Individuals in the porlormance of Ihe appraisal or the preparation ollhe appraisal
report, I have namod such Indivldual(s) and disclosed the specific lasks performed by them in the reconciliaUon section 01 thIS appraisal
report, t certify that any individual so named Is qualified 10 perform the lasks, I havo I\ot authorized anyone 10 make a change 10 any lIem in
the roport: therefore, if an unauthorized change is made 10 the appraisal report, I wiJIlake no respOf\sibllily lor II.
SUPERVISORY APPRAISER'S CERTIFICATION: If. $UpOIVISO~ appraitor .igned Ihe appraisal repo~, he or she cenilies
and agrees lhat: I directly supervise the appraiser who prepared the appraisal report, have reviewed lhe appraisal report. aQr~e wilh lhe
slalements and conclusions of the appraiser. Igreelo be bound by Ihe apPuIser's certlficallons numbered 4 through 7 above, and ,m taking
full responsiblHly for the appraIsal and the appraIsal report
ADDRESS OF PROPERTY APPRAISED: J1Lll.IllR.Y.li;'LRQAO~ LEMQYNE. PA
170~1
:~:'::ISER'LLJ ___
Neme: ROBER~ .K~~fLlt==---
Dale Signed. .~.fu:ll,_1$L--___
Stele Ce~ificetion #: J.A<;iIlLIll.=.Q.Q.1 211 -L
or Slale LI"Ole #: J!I1::.Q!l9277-A
Slel" -fA--.._
Explralion D.te 01 Ce~lficallon Of Lice",,, _ 6-10-97
SUPERVISORY APFRAISER (only If required)
Signature:
Name:
Dale Signed:
SlaloCel1llicatlon #:
Of SI.le L1cen.. #:
SI.te:
_ Expiration Dato of CerUficallon or LIcense:
[J Oid 0 Old Nollosp,,1 PlOp.rty
-------,-_._~--
Freddlo Mac Form 439 6-93
P,ge2012
Fan",e Mae FOfm 'OO~A 6-93
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REV-1508 [':X1 (1-81) 1
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDEKT _
ESTATE OF
James W. Esrey __' _
All ro 0 olntlv-~wnod with tho R1.lIht 01 Survivorship must b. dlsclossd on Schodulo F)
ITEM
NO.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
J_
Plosso Print 0' Typo
FILE NUMBER
-1996-00749
DESCRIPTION
VALUE AT
DATE OF DEATH
1 Mellon BmLk checKing account #112-332-5522
11. 451. 05
Interest on above item accrued as of decedent's death
1.14
2 Mellon Bank savings account #00300-443923 3,390.89
Interest on above itE'.ffi accrued as of decedent's death 1.94
3 Mellon Bank certificate of deposit #00125089 20,897.53
Interest on above item accrued as of decedent's death 770.84
4 Mellon Bank certificate of deposit #00125159 10,448.76
Interest on above item accrued as of decedent's death 385.42
5 Mellon Bank certificate of deposit #00341004 1.0,000.00
Interest on above item accrued as of decedent's death 109.94
6 CoreStates Bank Savings Account #8336524106 2,477.27
Accrued interest on above account 2.24
7 CoreStates Bank certHicate of Deposit #626545570-6546032 20,000.00
Accrued interest on above account 233.37
8 Nfl. Fidelity & Liberty Refund 677.32
9 Bell - Premium refund 89.70
10 Final Retirenent Check 699.25
11 1992 Oldsmobile Sedan 12,250.00
12 Miscellaneous household goods and fu;rn;Lsrungfl 3,040.00
-~
TOTAL Also onlor on IIno 5. Rooa 111Ilallon) $
(Alloch addlllDnal B 1/2'" 11" shoOIY11 moro spacols naodod.)
96,926.66
PA1&081 NT' "IS
COflyriQhl Forml SoftWlre Only, 199. Nelco, lnc, NUflACl81
CoreSlalC9 BilIlk, N A
PO SO, 7618
Philadelphia PA 1910 ,- 761 B
.
November 22, 1996
CoreStates
Bank
Cayle D. Swindler
Legal Assistant
340 I North Front Street
P.O. Box 5950
Harrisburg, PI. 17110-0950
RE: Estate of: J. William Bsrey
Date of~: September 12.1996
Dear Cayle Swindler:
In response to your letter, please be advised that the decedent held the following account(s) with our bank as of the date
of death:
DATE
DATE DATE OF DEATH ACCR.
ACCOUNT # ACCll\.lliT.II.1.LE OPENED CLOSED BALANCE lli.L
Certificate of Deposit J. William Esrey 03/24/95 $20,000.00 $233.37
62654557u.65460J2
Passbook Savings J. William Esrey or 02/20/76 $2,4 77.27 $ 2.24
8336524106 Eleanor H. Esrey
I trust that we have been of assistance to you In this matter.
Sincerely,
CORES TATES BANK, N.A.
p~n I) tUbJ1l~
Brian K. Harvey
BKH/dh/576
9497112/94\
IN REPLY REFER TO:
REPORTING SERVICES
l=C 6.90.3-235
POBOX 1102'
READING, PA 19603
610.855-3353
/
INVENTORY
Livina Room -
Sofa ISO
3 Wiml Chairs - 150
7 Table~__ 175
2 Occasional Chairs 50
5 Lamps 25
- .-
Area carpet 25
Fireplace screen & tools 50
Decorative bric-a-brac 35
Piano 75
. -
Small Chest 50
-- Credenza 50
subtotal 835
Dininl/, Room -
Table & 6 chairs 200
Buffet 100
China Close! 75
Small Table 25
Dishes, Glassware, & 150
Flatware
Decorative bric-a.brae 30
Carpet 10
subtotal 590
Kitchen
Dinette 50
Refrigerat~r 50
Microwave 15
Misc. smll;~anees 100 ..-
Misc. cookware 75
Dishes, Glassware, & 100
Flatware
subtotal 390
Den --
Sofa 75
4 Chairs 75
3 Lamps 15
4 Tables 40
Mise brie-a-brae 20
I T,V, 50
I Bookshelf 15
-
Camet 10
subtotal 300
-
Master Bedroom
5 oiece bedroom suite 225
-- I T,V, 10
2 chairs 25
3 lamos 15
Camet 25
subtotal 300
Bedroom
5 niece bedroom suite 175
1 rocking chair 15
2 lamDs 10
Camet 10
.
subtotal 210
Bedroom 4~iece bedroom suite
160
1 rockin~ chair -
20
2 lamns 10
-
9!!1!.~ 10
subtotal 200
Bedroom
Bed 25
Chest 50
-
--- Bookcase 20
Desk 20
2 Chairs 20
3 lamps 15
Camet 10
subtotal 130
Misc,
Washer & Drver 50
Rl'lmllerator 35
subtotal 85
--
total 3040
'"m 712
(R..,Jo....,., 1989)
~toftheT,.MlIfY
Int_mal Rewnu. s.me.
Decedent-Insured (To S. flied With United Stales Estate Tax Return. Fonn 706)
1 Decedent's first name and middle Initial 2 Deoedent's last name 3 ~nt's social security number
::::- W:c.l.IhM, 2sRc:: (1lknown)'"-jO.i.'i7S
5 Name and add,essDI insurance cDmp"ny C.,lf.)"'il uS fJTAI. C;e:,;e:RAI_ .:ru.:;;I.t,CAI.:..\? c.~:'''i)/l.tJl
'21Ci:t:I)~I'N" HjLL..l: t>t. ?,O, r,w"c'l4i01j?
OMAH~ -'on~
7 Policy numb/'.r
'70e I - ~~~1?7"{(,
10 Asslgnor's name. Please attach ] 11 Date assigned
copyolasslgnmenl !J/A , IV/A
LIfe Insurance Statement
OMB No, 154>0022
rxp;... 2,2&91
6 Kind 01 policy ,
AiJ\.)_\l\ Y - OJ\) '"
8 Owners name. If de<:edenl Is not owner,
ptease ett:ach COllY of application,
IJ/A
Q<.<....'-',f(G:.D
9 Date Issued
3.,).,;,.~3
12 Value of the policy at the
time 01 assignrMnt "/I"
13 Amount 01 ptemium (see 1ns1nlCtIDns) 14
,., ,
:::1I0CI.<= J)EI':c.rr 75",000'''-'-
Name 01 beneficiaries
Sl!.-SA. >J
E"
WKI'-rIT
15 Faceamount 01 policy .
16 Indemnity benefits .
17 Addnional insunll1ce .
III Other benefit.; . . .
19 Principal of any Indebtedness to lhe comp"ny deductible In determining net proceeds
20 IntMeSt on indelJledness (ilom 19) ""rued to date 01 dealh ,
21 Amount of IICCIIIIllllate dlvldend$ ,
22 Amount of post-mortem dividends, , .
23 Amount of returned premium . . . .
24 Amount of prOCflOds If payable In one sum
25 Value 01 proceeds as of date of death (If not payable In one sum)
26 Policy provlslons concerning deferred payments Of' Installmerrts.
Note: If other than lump.sum settlement is ,uthorind for 6 surviving spousw. pleas. 6ttach 6 copy of Ihe
insurance policy,
$
c: (" '" I'
04 3..,1-- ,?'
,
M..................................................................................,........
............................................................................................
27 Arno4Jntof instaUrnents . . . . . . . . . . . . . . . . . . . . . . . . . . . .
28 Date ct bIttI1, -. and name 01 any person the duration of whose life may ITlNSUre the number of payments.
...-..................................................-....................................
...._..._........................~.........................................................
29 Amount 8jlpIled by the Insurance company as a single premium representina the purdIese of Installment
benefits . . . . . , , . , . . . . , . . . , . . . . , . . . . , , , . . .
30 Basts (morlalltytable IIld rate 01 Interest) used by Insurer In valuing Installment beneftts.
ii' 'W~ ij,;;~~~~~~;ila"~i,;;b.;~;ikia.rY ~i.;.;;;~~~it~.c"dn;;,;.;t ~;.d'bY~ ;;;;~;';i":':":':":":':Ri 'y~'" 'O'N~'
32 Names of companies wltIl which d8C8dent carried ather policies arid emount of such policies If this Information is disclosed by your
reconls.
. ....................I,<.\\.l;l'/).':'.~............................................ .'.................. ...................
............~..........................-................._-_........................~...-.............._...........
"
The ..dlI..4...d ClIlflaIoftht III 1 NlTItd Inwr8nce ~ ~ certIf* ChIt th6I.t.t...,_4.... forth trw end CGmd inft:lnMdon.
~ ~ ''')J .'O,?
~. ~ If! '" ,J.! tv, ~l( r:~
Instructions
...__ RoduclIonAcl NotJc4.-We ask 10< this informatJon to carry
out the _ -... _ of the Unrted States. We need rt to ensure
lhel you.'" comp~with these laws and to allow us to figU'" and collect
the right amount of tax. You In roequirt<! tD give us th~ information,
The time needed tDcomplete and file this 10rm will vary depending on
lndlvkjual clrcumstances. The estimated average time b:
Form RKOfdkeeplnlC Prepirlng thto form
712 18 hrs" 25 mm, is mIn.
II you have comments concerning the accuracy 0' this lime t:Stjmate or
suggestions fo' fNlklng this form more simple, we would bI8 happy to heal
- .. '//,0 .J.tw ~:d.;',j lloto~c.tJfbtion.. ;;;.0";"/7
""",-)',,", yOu <:an ...nt.1o IRS or the Offic:e of Manlgement ond IludaM at
the odd,..... listed In the Im!"":t""" of the tax retum wltIl which ttils
form is flied.
Statamonlof '_.-Thlsstatement mLlSt be made. on beha~ofthe
Insurance company which _the policy, by In offIcM of the compony
having ilCCOS3 to the I'l!lXlfds of the eompony, F.. purpos... of this
slatemen~ a f.c:slmilo sIlplItu'" IIl6'1 be used in lieu 0' a manual slgnollJ,e
and If uoed, sIlall be binding... """,ualsignoture,
s.parat. StatementL-A separate statement must be f1Ie<! tor each
policy,
line 13.- Thl'l prffi'llum 10 be reported on line 13 should be the annual
premIum. not the cumulatiwJ premium to dJt~ of dealt!, If dealh occurr~
atter the end of the premium period, the last annual premium !.hould be
leported.
I'~,~" l? Ill.... ,.A<H
I
r""" 712
(RiW.Ja~"Y 1989)
C>tpartn'wnt 01 1M TltlMYry
Intlfn;lllRftYtI'llJfStfvU
. Deudent IMurad (To Be flied With United StatilS Ertate T&'iC Return. form 706)
1 Decedent's first name ~nd middle Initla] 2 D",:edem~S last nam~DeCedent's social security numbe: 4 Date 01 d,,:,th
_ :r,_,;J;LUAr^___ G;:.sk<.::.y __.J_~known) 113-\0-(,'47:> -1],-'1(,
5 Name and address 01 In.urance company C.,):),If.lE.}J!i'L c.,Ep..J,,-RAc_ :rIJSltr,AN:.t:: (,e"'\i''''Nr
<;;1 II \ :<:":>\<1" NllLS il~. pc) UOIf. <<'1'700'1
Q.I\1Af.\t~ 6,1,,'4--109"7
7 Policy numbel
'700/- .7''10.,5-03'(
10 Asslgnor's name. PlellS4l attach To;rt. assigned
cupyolassignment lJ/A _LA.
LIfe Insurance Statement
I OMB 1'o,15<~
"-'<pUn 2.28.91
6 KInd 01 policy
A\J~J'''''\y - ,,,,)\J ,\<.lAC: Iff!:b
----
8 Ownef's Mm<L II decedent is not ownet,
please Btbch copy of application IJ ;
III,
9 Date lssIled
3~f.'13
12 Value of tI1e polk:y at tI1e
time 01 assignment N'
VA
13 Amoom 01 premium (see instructJD",,) 14
4 ,,~
Sf~)(.L I.!: ~1"U.",r1- "7,S~ Oll(,.':'----
Name 01 beneficiaries
SL'~"}J
E.
LU R \" rlT
15 f'ace amount 01 policy , $--::.....,,,'"(,,c.5'
16 Indemnity benefits ,
17 Additlonallnsurance .
18 Other l>efltiflts . . .
19 f'rinc;ipal ohny Indebtedness to the company deductible In detemllning net proc.'leds
20 Interest on In<leOtedness (rtem 19) accrued to da te 01 death,
21 AmountoflCCWlulateddlvidends ,
22 Amoum of post.mortem dividends . . ,
23 Amoumofretumedpremlum . . . .
24 Atnountti/pr~"payablelnonesum
25 Value 01 proceeds as of date of death (.,1 not payable in one sum)
26 Pol..")' prOYIslon:s concemlng delerred paymenl$ or installments.
NolO: "otfw IMn lump,sum settlement Is all/horlzoM for a surviving spo_. please attach a copy of the
Insufllnce policy.
...........................................~.........................-............~........
.......................-...~....-_............._.......-..........~.-.............-........
27 Amount of Installments . . . . . . , , . . . . .. , . . . . . . . . . . , . . .
28 o.te 0# birth, S&il, .nd name 01 any person the duratlon at whose life may measure the number of paymenb.
.................................................................n...._._......n..~._.J....
29 ~~ppi~j~ .u;.;i,;;~~~~. ~~,;.; -;"'; '~;..jp'~ p;;;I~~ ;p~.rti~ '~'p;,~ ;rt'I~li~'
~..................,....<..........
30 BasIs (mortality table and rate 01 Interest) used by Insurer hwalulng Instillment benefits.
ii' W~ ~'I;';;.;.;d u;; ~~~'u';b;~i';; b;~;~i,;~ ';"~~ ;~~~itY'~,rt;.;ct ~~~ 'by' u;.; ;;;;';~';';i''- - ~. -'-.'.' ''-' '.": eg 'y;;"" 0" H~'
32 Na_ crt ccmpenles with which decedent tallied other pollcles alid .mount at suc:l1 pulle1es If this InformalJon is disclosed by your
records.
. ................... ........ .~;t.! ;"::~~.~..,.................... ...... ...........,. .............. n..'..................
............~.....................-....~~...........................-._.............~...-.....................~...-
"
llIo............._oItl1O____hoNlIy-\lIIIIhlL----ond--
SIp-. ~ /Y'.~ IJ. rr:d/r-
Instructions
Pa...--RocIuellonActNolko.-W.... fOftl1ls InlormatJon totlllTY
out tIIlllntomll R_ INs of tilt Unijed Slot... W. noed It to ensure
\hot you "' _pMnll with _Iows.nd to .11ow UII to figure .nd collect
the rl&hllmount at toi. You Ire r"'lulred to gMI us tI1ls information.
The time _ to complol. Ind fII. this ~Jm1 will vary dlpendlna on
Individual clreumstances. The Mllmated awra~ time Is:
Form RK()fdk..plnt: Prlplrlnc thtt form
712 18 hrs., 25 min, 18 min,
If you have comments concerninG thl!! accurac.-y of thIs time estimute or
suggestion' lot' making thl.s form more simple, we would be happy to h6at
_ ~ C7.1-f<; ~1"~-l.~)<,;"" D.tulC<<1_" ;I-!NI'i'7
fIOIlI you. You can writa to IRS Of the Offke 01 Manaaeme<1I .nd !ludlltrt.1
the add....... i_In tilt Instructions 01 tIIll tax reWm with whk:lt 111..
loon b filed.
su..."...nt of '_.-Thls statement muot be made. 0<\ behalf of the
Insurance companywlllcll muod tho policy, by...offlcer of the eompalTY
havina access to the reeords of the company, ~Of purposes of tI1ls
""'t.ment, . fa~mllo slQnatu", may be ..... In IIou 01. IMnUllI s/flnawre
.nd If wed, sholl be blndll1ll'" "",nUll slgnatur..
s.pa",t. Stat.....m..-A ....rate statement must be filed fO( each
p',llcy.
line 13.-- The premium to be reported on !inl'l 13 should be tM annual
premium. not the cumulative premium to date 01 death, If df!Dth occurred
after the end of the pn~mlum Pf'riod, lh'l!ll~st annu31 premium should ~
reported.
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CO 1.4 104 ONWtAi..TH OF PENNSYLVANIA
COUNrt OF CU"'lnUND .
}
.:
c!..
~'hI6nn E. Wr 1.ght
..eo,din9 to 10"" do po." .nd ny' t,..t she is Executri,..
.1 tho &hh.1 James W. Esrey
1010 .1 LemDyne _, Cllmberlond County, Po.. sloculld .nd Ihat tho
within 10 .n inventory ",ad. by her _ ____~ tho ..id Executrix
of the .ntin ..tah .I.o,d d.e.d.nl, cr.n.i.tln9 .1 .11 the p....n.1 prop.rty and r..1 ..hto, ..c.pt r..1 "toto oullid.
th. Common"'ulth 01 P.nnsyl.onio. .nd !hot thl 1i9u," oppo.ito ...h 110m 01 the 'nVlntory "p,,,.nl If'. loi, Vllu.
.. 01 the doh 01 d.e.d.nl'. d..,h.
lo.ln9 duly .-::~
~worn
and lub.erib.d b.I." m.,
)
":h 1.1-...
June
/'
\,t.'
.--''p('
-~ 91' '
.._~---,;:~..
--....
19
q7
0.1t 01 C..th _
Notarial Saal
LI a J, Olsen, Notary Public
Susquehanna Twp.. Dauphin County
My CDmm15siDn E'plres Sept 8, 2000
Mamber, pennsylvania Association 01 Notaries
12 September
Susan E. Wdgh t
533 Shafar Boulevard
Dayton. OH 45419
M.,...
1996
0.,
Mel'\lh
v..,
INSTRUCTIONS
I. An invontory mu.1 b. liI.d within th,.. month. ollt, oppoinlm.n!.1 perlOnol "p,,,.ntatlvo.
2. A .uppl.m.nt invonlory ",u.l b. lil.d within thirty d.y. .1 dil.overy 01 .ddition.1 ....h.
3. Addilionol.huh may b. otlteh.d .. to p...onolty or ,..lly no
c F" ..0
<4. S.. Arliel. IV, Fiduciori.. Ad 0119<49. I ., -I
:lJ
'<J..
L
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09-29-97
E5REV
09-12-96
21 96-0749
CUMBERLAND
101
[=:_~~=~~~~~~~~:d ------1
MAKE CHECK PAYABLE AND REMIT PAVMENT "0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
R 'EV: isiji - ii if -Ai: 'ji - i 03:97") - HoYi Bii. .aF - YNHiiii i;: ANc E. 'fAx - A-P"PRlii Ii iiiofEHT". - -A i:. l"awANc EO (;Ii. - - - -- -- - -. - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSHEN'r OF TAX
J W FILE NO. 21 96-0749 ACN 101
/5 /,1 'J -1;(
BUREAU OF INDIVIDUAL TARE~
INH[RI1ANCf TAlC IHVIS!UN
(llPJ. 280601
tiARiII SBURll, f1A 11lj'8'060~
COMMONWEAL TI~ OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INIIERITANCE TAR
APPRAISEMENT, AI.I.DWANCE OR OISAlI.OWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAR
PETER J RESSLER
3401 N FRONT 5T
PO BOX 5950
HOG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNT V
ACN
PA 17110
ESTATE OF
ESREV
TAR RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAl. RETURN
1. R..I Est.tll (Schedule Al (ll
2, stocks an~ Bonde (Schedule 8) (2)
5, Closely Hald stock/Partnership Interest (Schedule Cl (~)
(f. Mor-t"eg.I/Not.. Racaivabll (Sched",le Ol t41
i, Calh/Dank O.poIHs/Hhc, Parson.il Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Trlln.1el""l (Schedule OJ (7)
e. Total As.at.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funl:jral ExpensaIi/Ad",. COlh/Hhe. Expan.es (Sohedule H) (<<))
10. Debts/Horig.g. Liabilitiu/Lit.ns (Schedule IJ (l0)
11. Total Deduct 10n5
12. N.t \lalul of TlIx Return
13. Charitable/Govern.ental Blqua.t. l~ch.dul. J)
14. N.t Value of E,t.t. ~ubjtllct tel T8x
) CHANGED
225,000,00
139.279,79
,OQ
.00
96 .926....H.
Jl..Q..
188.512.16
(8)
26.52B,08
317,38
(111
(12)
(13)
(14)
c.
~~
Ih'IHl U H' 4I1-HI
J
W
DATE
09-29-97
HOTE: To insure proper
credit to your account,
lub..U the upper porHon
of this fOr'1II wUh your
tax p.YINlnt.
649,718,61
~6.R4<; 46
622,873,15
,00
622.873, I;;
NOTE:
14. 15 and/or 16, 17 and 1L will
roturns assessed to date.
If an assessment was iBsued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
IS. AMQunt of Lina 14
16. AMount of Un. 14
17. "lIount of Una 14
18, Prin~i~.l rax bu.
at Spou..l
taxable at
taxable at
rat.
Line.1/CI... A rat.
Collet-rll/CII" Brat.
lIS)
(16)
(17)
TAX CREDITS:
PAYMENT
DATE
-12-:'12-96
06-10-97
RECEIPT
NUMBER
AA184951
AA211(,04
DISCOUNT 1+1
INTEREST/PEN PAID (-)
1.7B9,4'i
.00
,00x,00.
622,873,15 R,06.
,00 R,15.
(1B)
AHOUNT PAiD
34.000,00
1.582,92
TOTAL TAX CREDIT
----
BALANCE OF TAX DUE
INTEREST AND PEN.
.-...
TOTAL DUE
,00
37.372:39
.00
37, 372.39
~
37.372.39
.00
.-----
.00
--'--'.--~.'--
.00
. IF PAiD AFTER DATE INDICATED. SEE RF.VERSE
F.O~ CALCULATION OF. ADDITIONAL INTeREST.
IF TOTAL DUE IS lESS THAN II, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS, I
(1'\
r:c
68
~IERYATIOHI E.tet,. of d.c.a.ntl dvlnt on or be for' DeoeMber 12, 1982 -- If any future 'Int.r..t In the ..tat. i. tran.ferrtd
In po.....lan or .njClYHnt to Cl... B (collat.raU btiMflolad08 of th. dtu,d'nt after th. lliplraUon of MY ..t_tlt for
Ule or fftr y,.r., the COiUlOnwa.lt~ hereby I)lprllltlh ralittrVII the right to apprlllll* and II"'''' tran.hr Inh.rltanCltl fa)lU
It the awful CI." B (coll'hra1) rat. on any ,woh futurl Intflrut.
PUlll'O~E OF
NOTICf.1
PAVPtEHTI
REfUND (CRl:
OI.JE:CTIOHSI
lOtHN
ISTRATIVE
CORRECTIONS I
DlSCOUHT I
PEHAlTVl
INTIfRESTI
To fulfill the raqulrallenh (If hctlon 2140 of the Inherltrmcl IInd (,tata 11)1 Aelt, Aot 21 01 1995. (n P.S,
SlCltlon 9140),
Detach tha tllP porUon of thh Hotle. tmd tuh_llt with your JHIYIIIQnt to the Rellhter of WJlh printed on the rI\I'''& ,ide.
uHakl ChKk or ~lm'Y orelar paYabla tal REGISTER or HULS I AGENT
A refund of a ta~ oradJt, which w~. not raqu~stQd on thl Tn)l R~turn, MOY he requa.t.d by co_pllting 8n "ApPllc.tlon
for Ft.fund of r.nn'Vlvnnhl Inhorltanca and Elhh Ta)(" (REY"U)!). Application. arM avallabl. at th. OffiCII
of thlt Rlghtllr (If lUlls. lInv of thlll l3 Revenue Olltrict OHicu. or bV oalllng the Ip.e1al l4-houl'
answ.rlng IUlrvlclI nI.lM1ar. for forlll. ord.rlnlll In plIlI'\Iaylvanla 1-80o-562'~D!iO, CiuhJd. P"nntvlvenla .nd
within local thlrrhburg arlUl 011l 767-6094, lDlI' (717) 172-2252 OI.~rJng IIIpa!r.d Only),
Any party In'nt.rut Mt ",thfted with the a!)pnd.'III.nt, nllowltnclI or dlwnllowftnc. of deductlon"" or a.......nt
of teM (In01udlng dhcount 01' internt) III lt10un on thlll NoticlI IIUst Objoct withJn .liMty (60) dl'lY' of r.o.Jpl.; of
thit Not1c~ by:
~.wr1ttan prot..t to the PA Oepartllllnt of Rtl'tnoe, ftollrd of APPlllh. INIpt. 281021, Harrllbun" PA 17128'"lOZI, OR
~"1I1It()tlon ta ""UII thl lilaHI' dtftarllllnclld at lIU(Ut of the IIccount af the perl/onal rgpru.ntathlll. OR
~-.ppal!ll to the Orphan" Court,
Factual .rron d1telova,".d on thh au.....nt should tle llddrt..ed In 14rltlnll to: PA Depart_.nt of R.vgnu.,
!I-urallU of Indhddual l'aXIII, ATTNI POlt AueUIM.nt R.vlaw Unit, OIPt. 280601, tlarrhburg, PA 11128~0601
Pho"" (711) 187-6505. !:i.. pagl S of thu booklet "In.trllttlo". for InhDrltance taM Rnturn for a Ruldant
n.c.dant" (f(EY~IS01) for at) eMplanatlon of ad.lnhtrntlvlIly corr.otablu IIrror..
If BOY taM dU3 I. peld 141thln thr.. (5) calendnr ~nthl aft.r the dacedent" denth, n flvlI parc~t (5X) dllcount of
the hlll pllld 11 nUo.l.d,
Th. l~% tll)l n~..ty non.PII~tlclpatlon p.nnltv Iw co~ut6d on tho total ~f tha taM and Int.rl.t .......d, and not
pllld b.fora Jll'lUary l8, 1996, thO! flr.t dllY nft.r the and of tha h!I)I 1'I.mllt'J period. Yhh non~partlo1P8Hon
p~.ltv I. IlPPlnleblll In th~ la.a IIllnnar IInd In the th~ fa.a tI.e pertod III you would appaftl tha tll)l and Int.re.t
that hat bllll'l nu....d II' Indlcatad on thll f}otlce.
Int.r..t il chargeri baglnnlno ~lth flrlt dav of delJnqu.ncy, or nino (9) .onth. and one (1) day fro. tha d.t. of
d.ath, to the doto of pay..nt, Tllx., which bacn.. dellnqu.nt befar. JllnulIry 1, )'32 ba.r Intlr..t at tha r.ta of
.lx (6X) p.roent par ~ ~~lcul.t.d ftt a dRilY rat. of ,000J64. All tn)(.. 14hlch b.ea.. dllllnquent on and afttr
J.nullry 1, 19b? will baar Int.rut at II rata whIch will Vlry fro. uland.r lInr to cal.ndar va.r with that rut.
.nnounc.d by the PA DGpart..nt of R.v.nue, Tha ItPPl10llbllt Inhrut rat.. 10r 1982 through 1997 IIrll;
'!!!.t: Interllt Rat.! Dally Int.r..t footor l!.!! Lntar.lIt Rate 2~t.r..t factor
In! 20% .00054& 1961 qy' .00020
1985 lOX .0004l8 1gea~191J1 llY. .000501
1984 11% .000301 1lJ92 " ,000247
1985 13~ ,000556 19l)5~19~4 '" ,000192
1986 10% .00021'9 1995-1"" 9Yo .000247
--lnter..t III onl('.u18t.d .. fOUOW.l
INTEREST. BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
~-Any Notic. luuad oftar thlt hiM beea... dllllnq\IInt will rlfllct 1111 lntarut calcullltlon to flft.en <1S) dly'
beyond the dlte of the .......unt, If PIIYII."t 11 .ad. aftar the Inhrllt Clolllp\Jtatlon data Iho"," on thta
Notice, IHldlthmal Intareilt .Ult b. calculat.d.
1""
In
('
_EOf
NOTICE 1
n
I
To fulfUl t~ rtqUlr.lMnh of Sutlon :'10\5 Cb) of tt,. Inh.riteno. end F.,tet. Tax Aot, Act 21 of 1995,
(72 P,S. $\Htlon'Vt'),
PAYMENT I
"., ,.,#
~tlOh the top pcrtl~ @!J thh HotlCI and lub..: ~ with vour pIVll8nt to thl RIght.r of Will. printed on thl
river.. Itde.
~~ "aka check or eonlY order Pllyabh tOI REGISTER OF KILLS, AGENT.
REFIJ4D (en)1 A r.fund of . tlX Clrldlt .'V bl roqu..tH bv cOIIP1Itlnl an "Applle,Uen for Refund of P.nnlylvtlOla
InhlrJtM1Cl' and Elt8t. hx" (REY~n13). Appllc.Uons are eveU.bl. .t th-i Offlc. of the Rethtlr of Willi,
W1V of the U R.venue District Offlc.. or froll the D.part..nt', ZIt~hour an,w.,'lng ..rvtce nu-blrs far for"lorderlngl
In Penn_vlvanl. 14800~~6Z-2050, out.lde Pennlvlvanil .nd withtn 10c.1 H.trllburg .r.. (717) 18741094,
TOO' (717) 772-225Z (H..dna I..ul1rld Onh).
OIJECTIOHS: Anv pertv In Interut not ..tllftld with the ........nt 0' teM III .h~wn on thit noUcl .ev object wJthln
,bh (60) d.v. of rltCllpt of thll NotlcI bVI
..wrltt4Ml prot..t to the PA Dlpltt..nt of Rlvlnu" loard 0" App..lI, Dept. 211021, Hatrllburg, PA HUI-I021, OR
~-.I~t1ng to h.vI the Illltter d.ter.ll\1cJ lit .udlt of the p.,..ona' r.pr..entaUvI, OR
Heppe.l to the Orp"ans' Coud.
ADfUH.
ISTRATIVE
CORRECTIOHSI FlM)tual Irror' dhr.ovlrad on thll ,,,f1u..nt .houln bl addr....d 1n \llrlUna tOI PAt Olpert.."t of Rlvlnue,
IUI'leu of Individual Tax.., UTNI po.t A.......nt RIVIIl. Unit, D.pt. 280601, Harrl.burg, PA 17128-0601.
Phone (711) 787-6505. S.. plgo 5 of the booklet ''In,tructlnn. for InhlrUenc. TIM R.turn for. R..ldant
o.eldlnt" (REV-H01) for IIn IMPlonaHon of ad.tnlltreUvetv <lortlotllbl. errotl,
PENAL TV 1
The 1Si( tall .."..tv non-p.rtlclpatlon pinal ty 11 cOllputld on tha tot.1 of thtl taM and Int.,...t ......H, Ilnd not
"aid blfelr. Janullrv II, 1996, ttMl first dav .ftlt the Ind of tha t'M lIIlM.h p.riod. Thh non4p.rUclp.tion
penIIltv 1s epp..1Ible In V,. .... ..nnor and In thl thtl .... U.. p.r lod ftI VOl.l MOUld app..1 the tlfl)( and intar..t
thllt h.. tHNn .......d III lndlcattd on thlt notlc.,
INTEReST I
For dlt.s of death on or .ft.r 10."-91, P.nnsvIvanle Eltatt TIM b...d on the F.dere1 E.tet. TIM
return beClO." dlUnquent at the npIretlon of nln. (09) Ilonth. frOll thtl data of de.th.
Fal' dltl' of d..th prior to 10-3-91, Plnnsvlvanla Eltete Tax b...d on the Fad.,.II E.t.tI TIM rlturn
blCOM. delinquent at thl ,:~plraUon of ,Ightlln nl) IIOnthl froa thl dati of .,th.
TlMa. which bIIcH' dalinqu.nt before Jenuar1 1, 1912 be.r Int.,.nt .t the rata of .Ix (6:0 plIrctnt p.,. ~
c.lculet.n .t a d.t1v r.ta of ,000164. All taMa. which b~... delinquent on or Ift't Januarv I, 1982 \11111 bear
Intere.t It . tltl whl~h ",111 Vllry frOll o_lendar Vlllr to cel_'_lr v..r with that rat. annountlld by the PA
DeplrtNnt elf RlvenlM. Th. .ppllCabll Int.,.,st r.t.. for 1982 through 1997 1"'1
V..r I",t,rllt Rllt. D.lly Intlrest Factor YII"r Int.,...t Rat. DlIl1v Intlrllt Feetor
1982 20X .000548 19a7 'X .000Z47
1915 16i( .oooua 198awl991 lli( .0003001
1964 IllC .000301 1991 .X .000247
19as ax .000356 199'5-1994 7X .000192
I.... lOX ,000214 1995-1997 'X ,000241
-~Int.,...t It Clllcullted .. followll
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAny NotlcI luu.d Iftar thl teM b,oo"'l dal1nquent N111 r,f1M1t an Int.,...t c.lculaUon to flftlen ell) d,VI
blyondtht dllt, of the ......~.nt. If ply..nt II _Ide .ft,r thl Int.r..t cOIlPut.tlon data thoNn on the
Motlol, add1tlon.1 tnt.r.,t MI,t be cl1culeted.
() I,) 7 /,..( COMMONWEAL TH OF PENNSYL VI~NIA (' *
DEPARTMENT OF REVENUE
auRE~U OF INDIVIDUAL TAMES NOTICE OF DETERMINATION AND
IJH:RI lANCE TAl( OIVISION ASSESSMENT OF PENNSYLVANIA
OE"PT. U0601 ESTATE TAX BASED ON FEDERAL
tlARIUSlURO, PA 111tl'0601
ESTATE TAX RETURN IIV._UIII" UI.'"
DATE 09-29-97
ESTATE OF ESREV J W
DATE OF DEATH 09-12-96
FILE NUMBER 21 96-0749
COUNTY CUMBERLAND
PETER J RESSLER ACN 201
5401 N FRONT ST r- A'"""nt Re.ltte'!...'_1
PO BOX 5950
HBG PA 17110
MAKE CHECK PAYABLE AND REMIT PAYMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE I To inlure proper credit to ~our aocount, lub.it the upper portion of thl. forM with your tax pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ..
iiiV:48i""EiC-AFP'Toi:-9"jj-'---ii"-NOiicE -O;r-DETERiiiifATioN"-Aiiri-AS-SESS-HENy----u.-mmmm-.-- ----
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF ESREV
J
W FILE NO.21 96-0749
ACN 201
DATE 09-29-97
ESTATE TAX DETERMINATION
1, Cr.dit For St.t. D.ath Tax.s a. Verifi.d
16.978.24
2, P.nnsylvania Inh.ritance Tax A.s..sed
(Excluding Di.count and/or Int.r..t>
35.582.92
3. Inh.ritanc. Tax A......d by Dth.r Stat..
or T.rritori.. of the Unit.d Statas
(Excluding Di.count .nd/or Int.r.st>
.00
4. Total Inheritanc. Tax A......d
35.582.92
5. P.nn.ylvenie Ellltate Tax Du.
.00
TAX CREDITS I
PAVMENT
DATE
RECEIPT
NUHBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AHOUMT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
"IF ~AID AFTER THII DATE. lEE REVERSE IIDE (IF TOTAL DUE IS LESS THAN n, NO ~AYHENT IS REQUIRED
fOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YIIU HAV IE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTiDllS.)
11,
" "
(,
P"\
U.
, ,
PUIlPOIt Of
NOTlCEl
Tct fulfill 'the r"'f!~"'tl of SKtlon IUS (bl of thtl IntMlr1tanol and Eltat_ Tel( Aot, Aot 2:l of 1"5,
(72 P.'. Ie(ltlon '1\th"."'"
PAYMENT I
DthlGh the top portion of thh Notloe end lubIIlt with your pay..nt to the Aqlllter of W~l1. prJntedon the
r.v.r.. tldtt.
u ..... ohedt or loney ordtr p,yabl. tOI REGISTER OF MILLS, AGENT,
AEFUND ttR)1 A rlllfund of , taM or.dlt .,y bit tlqlJ..ttd by o<lllPltUng IW1 "Appllofltlon for Rlfund of p.nn,ylvlnl.
InherltlN'lCla land Eltltt. T.M" (REV-UU). Applloltlonl ar. ,"I11ab1l at thl Offlo. of thl Rtlltttr of WUl"
MY of thl 25 Rlv.nuII Dhtrlot Off Ie.. or frOll thl n.p.rtunt', 2it"hour .n,wlrlng ,.rvlta nuaber. tor for., orderingl
In Ptnnnlvanll 1-'OO~S62-20S0, ouhllM Pennlylvanla and within 10cll H.rrhbura .r.. (717) 7'7~'D94,
TDD. (717) 77Z-ZZS2 (H.arina hlpalred Only).
OBJECTIONSI Any party In Intar..t not ,athUad with the ........nt of tax III shown on thh notloa "Y objaot within
llhety (60) days of rtte.lpt of thlt Hottel bYI
--written prot..t to tha PA O.partaent of R.v.noe, Bo.rd of Appa'll, Dept. 211021, Harrhburg, PA 171za~10Zl, OR
~~.ltctln8 to hlv' thl lIatt.r d.tarNln.d It audit of thl p,,"on.l r..-r.,.ntatlv., OR
"-appeal t:l the Orph.,,.' Court.
ADMIN-
ISTRATIVE
CORRECTIONS I F&<ltual orror. dhcover.d on thlt .u",...nt lhould btI .ddl'...ed In wrItlRfI tal PA Dep.rt..nt of Rnanul,
lur.eu of IndIvidual T,xII, ATTH: Post ,.......,.t Ravl... Unit, OIPt. 280601, H.rrllbUrG, PA 17128-0601,
PhOM (717) 717-6505. S~. page 5 of the bookllt "In.trucHon. for InhlritlNlCl Tax R.turn for. Aa.ldlnt
O.cadont" (REV-IS01) for nn .~pl.n.tlon of e6Ilnl.tr.tlv.lv correctabl. .rror..
PENALTY I
'rhe 15;: tllC ......t)' non~fUI1.tJc:lp.tlon p.nalty it cOllpUtad on thl tot. 1 of the t.x and Int"..t .....IocI, end not
Plld bafor. JInU.rv 18, 1996, the fir.t dllY Ifter th.. end of th" tllK ~Ih period. lhh non~p.rt1c1p.tlon
penalty 11 ~ll~l. In the 111M .~t Ind In the the ..... tI.. par lod a. lI'ou would .....1 the t8JC and Int.r..t
that hn been .......d II lndlclt.d on thb notice.
INTEREST I
For data, of eMlth on or .fhr 10-3~91, PlOOllylllanl. E,t.t. h)l based on the F.dtar.l Eltat. T'M
return b.cOlI.. d.lIflqU1nt lit thtl Ixplr.tlon of nlOlt (0') .utlth. fro. the date of ct..th.
IIClr ct.tal of d.,.th prlor to 10-1-91, Pann.ylvanl. E.tate TaM blUed on the Federal Est.t. T.x return
becOM' delinquent .t the .~plr.tlon 0<1 .IDht"" (18l IIOI'Ith, fra thl dlt. of d..th.
To.. ....lIoh bee... dallnquant b.fore January 1, 1981 bear Int.r..t .t thl r.t. of IIh (6iO ptlrolNlt ,.r IlnnW
c.loul.ted at a dally rat. of ,0001&4, All t.M" which bee... dtllInquent on or aftar Janulry 1, 1911 wUl bI.r
Interllt lilt . rata which ",Ill Vlr'i frOll a.t.ndar y..r to ollll1nd.r )ttar with that rate announcld by the PA
t!ep.,t.."t of RDVInUI. Th.lpp!lcable Int.rnt rat.. for 1912 through 1"7 atal
V..r Int.r..t Aat. 0.1 hi Int.t..t FlCltnr V..t Inter.it R.t, D.Uy Interut Feotor
--
1911 20:< ,OOOS,.I 1917 .~ .000Z47
191. 16:( ,OOOlt" 1988-1991 11:< .OU0501
I'" 11:( .000101 1992 .~ ,0DOllt7
19'5 ..~ .000]56 1995-1994 r. .000191
1.16 10:< .00027~ 1995-1997 .~ ,000247
~-Intlr.lt II caloul.t.d I' follDMI'
INTEREST' BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINqUENT X DAILY INTEIIEST lACTOR
"~Anv Hotle. tuued aft.r ttMI tax bacOlMl. delinquent w111 raflect Dn tnt.rut eeloulatlon to flU..... UI) daYI
beyond ttMI data of the ......aGI'lt. If ply..nt 111 ... _Uer ttN Int.,..t oOllpUt.tton d.t. shoWn on tht
Motto., IddltlOMl lnt.r..t gu.t be o.lfluhtld.
In
(:':'~i
(T-)
PAVMEHT I
T~fulfl11 ~ rtqUlr..fntl of S8Ctlon 2145 (b) of thl InhlrltlnG' ~ E.ttt. TtM A~t. Act e1 of 19'5.
,HZ".', SHdun 91~~~'()
Dlt~ t~ top portion of thl, Notiol and .~It ~Ith your P~Y'''lt to tn. Regl_tlr of Will, prthttd on the
,..v.r.. .1dl.
_. ... oheClt( or Ol'l'Y otdlr pevabl' tOI REGISTER OF MILLS, AC~ENT j
PUIlPO$Il Of
MOllCEI
AEFUNn (CRll A r.f~ of ft tlM credit ..y bl r.~tted by oOMPl.tlna an "Appll~.tlon for R.fund of P~.vlvBnI.
JntwrHenol and f.,t.te hx" (REII~l!U)' Applicationl art avaa.hl. lit thu Offlol of the Rlyhtllr of Will.,
any of the 2! ".venue ohtrlct oUtellll or fro' the ()apartnnt" N~hour anlJworlna larulel nullbarl ,for for.. orcltir-Ingl
Ih PennsvlvanJt 1~IOO-562~10SD, mltlld. P.lmlylvanJa and within lacal I-larrhburg ar.. (711) 781~80IJit,
TbDI (11) n2~2lS2 (Hlilfirlnlil hlpalrad OnlYl.
OI..E:tlIOHSl AnY party In Internt net uthUld wlth the ......".nt of ta)t Itl .hown nn thll Mtlc:. lI"hI ob,jlct MIUdn
tlxtv (6DJ d~YII of receipt of thll Hotte. by;
~~wrlttlO prot..t to tht PA DopartMont ~f R,vtnul, Board of APp.all, D~t. 281021, Herrl.burG, PA 17128-1021, OR
nal.otlng 1:0 tn.v. tho Il!IttQr deter.ined at audit of the 9.rlonal r.,lre.ttnt"tlve, OR
~-",p.1Il1 to the Orphafll' CO\Irt.
"
I,DI1IN-
ISTAATIVE
CORRECTIONS I ~lICtual ~rror' dl,covllr.d 1m thh 1Il......ltlfni: Ihould be addr....d In wd tine tal PA IMpart""t of Rav'Mll.i*,
IlJraau of Individual TIIlM", ATTl'4l POlt ".......nt Ravlew Unit, Oapt. 280601, UIIlrrhbUre, PA 1'1128-0601,
Phone (117) 781-6S0S. 58. PIlIil- S of the booklat ~In.truttlon' for InharitBn,a rllM R_turn for a R..ldtnt
u.ettdtnt" (REY~lSOl) for en IIxphnltion of adfdnhtratlvlh corrlCltl!lble error.,
PENAL TV,
T~ 15~ ta~ eantfttv non~partieipatlon punalty II cotpu~.d un tho total of the ta~ and Int.r..t a'l.u..d, and not
paid before Jenuary 19, 1996, thl flr.t day .ftlr the .nd Df the taM aenl.ty p~rtod. fhl. non-partl~lpatlon
pen.1ty It app.1II1able In thll .... e.nnlr and In tI'IIII the fine ti.. p.dod .. you would IlPptal tM talC and Int.re.t
thIIt M' b..n .....tlad l!II Inclteat.d on thh notice.
INTEftEST,
For datel ot dtath on or aftar ID'~-91, P.nn.Ylvanl~ E.tlt. TIM bl..d 01\ the federal [atat. TaM
r.turn bIICOMI dtllnqt.ltftt at tho expiration of nln. (D9) IIOnth. froll thu data €If d.ath.
For .t.. of d..th priof' to 10-5-91, P.nnliylVanla iltat. filM bw.tt1 on thl r.d.,.al Estllxe T8x rlturn
bMCMMI dtllnqlMlt at the IUlplrlltlon of elght.tn (lft) ItDnthl froll the data of do.th.
TaM" ~10h btO.-8 delinquent b.forl January I, 1982 bllsl" Int.r..t at the rata of .lx (6Xl p.rolnt ~.t ~
oalculated at a d~IIY rqt. of .000164. All taM.I whl~h b.n... dtllnqvent on €II" .ft.r January I, 1912 will b9.r
Int.r"t .t . tat. which will vary froe oalvndor y..r to cllandar year wtth that rat. armounctd by the PA
n.,art.ent of Rlvtnu.. The appllcabll Int.r.lt rfite. for 1982 thrQl~l 1991 afa:
V.ar Intlrllt Rate Dally Intar..t faotor V.ar Int.rut Rat:. Oatly Intar..t factor
19112 m .000!J48 19D1 'X .000247
1'" 16:< .ODD4lf" 1988-1991 11;: .oonDl
1'" m .000501 1992 .X .000247
19.5 m .00QJSti 1993-1994"1 '" .600192
1'" m ,00021'1\ 1995-1991 'X .DC0l47
ulntotellt 11 CIIClulatltd .. 10110wlI
INTEREST . SALANCE OF TAX UNPAIO X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notice l..uad .ftor the tftM beco", delinquent will r.fl~t an Int.telt calculation to fifteen {II) dlVI
btrVond the data of the ......"nt. If paVHnt it ... after the tntarut co..-uhtlon dot. lheIWn on tn.
Motle.. Iddltlon.1 Intere.t ~.t be calaut.tld.
PURl'1lSE Of
MOTICE I
PAYHENT 1
REfUND ( CA) f
OBJEct IONS I
lDtUN-
ISTAATlYE
COMf.CTIONSI
PENAL TV I
INTEREST I
To fulfill t~ rlqUlr..-ntt 0' Section 2145 (b) of thl I~rltBnO' end Eltet, Tlx Aot, Act 21 of 1995. (72 P.I.
SltCItlon 'US).
Detaoh the tnp portion of thh NoHoI .let ,ubII!t with your ply..."t to the RlIghtsr 0' NUh pr1nt~ on ths
rlVlr.. lide.
-- "eke cMok or lIOntIy oral" paYable tOI REGISTER Of' MILLS, AGENT.
A refund of a tlM credit .,y bt r~.ted by co~l.tln. an "Application for R.fund of penn.ylvant.
7nh1rlt~. and Eltat, T'M~ (REV-l!i!), Application, ,1'" ~v.l1.bl. at the Of,1cI of the A,.ltt,r 0' Willi,
IWlt of tn. n RIVemM Dhtrlct OffiCII or frol the OtPlrt.Gnt', 24"hour enlwerinG IIrv101 nUllblr. for ,orlll Oratinlll
In PtmovlvMlla 1.100.362.Z050, Ollhhte PIMlvlvan'\o and within loe.l Harrhburg .t.. (717) 7".eOM,
TOOl (717) 112-2252 (Hearing I.-I"M Only),
Any p.rty In Int.r..t not ..ti.fl~ with tl~ .......~t of t.x I' .hown on thi. notlo. "Y objwet within
.ixt~ (60) deYI of rteaipt of thl. Hotlc. bYI
..wrlttWl pro tilt to the PA Oepart..nt of R.v~, 80lrel of App.ah, Dlpt. 281021, Hlrrltburg, PA 171U.lO,n, OR
....I.cUng to h.v. the .att.r dat.r.l~ .t ftUdlt of the p.r.onll r.prasantltlvl, OR
..appall to the Orphans" Court
Feetual .rror. dlSCOVlrld on this .ss....ent should b. addr...td in writing tal PA Dapart~nt of R.vlnUt.
8urltu of Indlvldull TIX", ATTNI Post A....s"'ot Rlvl.w Unit, Olpt, 2ft0601, H.rri.burg, PA 1712'.0601,
Phone (717) 767-6S0S. S.. page , of thl boa~l.t "In.tructlons for Inh.rltenoa T.x Raturn for a Ra.l~t
Decadent" (REV-ISOI) for an Ixplanatlon of Id.lnlstr.tlvlly oor~.otabll arror',
Tha 15); hk untllty non-part1(l1pltlon pttnelty 11 cOlputad on tha total of the tlk ~ Intar..t ......., end not
paid bafora January 18, 1996, t~ first day aftar tM ttnd of tha tax MIM'tV' period, Thlt non~p.rUoIP.t1on
PWlllty Is app..lebla In the s..a .ann.,. and In tht the s._ tI.. period a. you W<<Ild ."..1 thl tax end lntar..t
n,tt hit bean .......d .. Indlc:atld on this notlcl,
Addltlonal Ponn.ylvanla E.tatl TaK 1I.....d .. a ruult of a chllngl on thl F.daral E.tat. T'k olo.lng
lattar b.co.a. dlllnquant at tha al\plratlon of OM (I) aonth frol thl data the f~n'l noU(l. of thl lner....
In Faderal E.tata -rIX Is r.celv.d,
Tlk" which beclUe d.llnquent bafarl January 1, 1912 b..,. lnt.,.a.t It the r.ta of .1x (6~) percant p.r InnUM
tlI1C"ul.ted at . daOy rftta 0' ,000164. All taxas which bac... PllFlqUeOt on 0,. .ft.r Janutlr)' i, l.az Nll1 be.r
Intlr~.t It a rltl which will vlry fro. calandar y..r to calendlr ye.r with that reta ~Id by the PA
hpart.."t of Ravenue, The appl1cllbla Intarut r..t.. for .982 through 1998 ",.11
~ !rttrllt Rite ~.Int.rllt Factor !!!! Intarllt Rata Dally Inter..t Flotor
1981 tox .00064. 19117 9x ,0002"'7
1915 .,); .OOOiiSa 1911-19'1 Hi( ,O(!QlOl
1984 lli( ,000.101 1991 9X .000247
1985 UX .00OSS6 1993.1"4 1X ,000192
I9to lOX ,00027ta 1995-1991 9X ,01\02"'7
--Int.r..t It uloul.tatl .. followlI
INTEREST. BALANCE OF TAX UNPAID X NUNBER Of DAYS DELINQUENT ~ "A1LY '~TEREST FACTOR
--Any Nottca luuttd "Har thl taM bloo... dtlln~nt will ,..fhet an intlr..t ellc'JI.aOfI to flft.", (5) dlY'
blyond tha data of th~ ....s...nt. If ply.ant I. aad. ~ftar th. lntare.t cOlput.tlon data .ho"," on t~
Noth:fl, eddltlon.1 Int.,..t l'U.t ba cllculatlKi.
A /~r- I,') 1 . /2.
ME.tJb E!)
..-
REV-1500
(/)
"-..""~----_.~--~._~-----~=~
UITICIAL LJ~E ONLY
HE'I"1MO EK. (1"07)
COMMONWEALTH OF PENNSYI.VANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT, 280001
==-."H~,RRISBU.fCl, P~..!!.1,2B'-"~o.~_"'---c_~=~~S.I,,'?~~!-[).~.c:;.~.I?~NT,
,-
1, Real Estate (Schedule A) (1)
2, Stock. and Bonda (Schedulo B) (2)
3, Closely Held Corporation, Partneruhip
or SOle-Proprltltorshlp (3)
4, Mortgages & Noles Recel\'abIEl (Schedule D) (4)
5, Cash, Bank Deposits & Mlscellanoous Personal
Property (Schedule E) (5)
6, Jointly Owned Properly (Schedule F) (6)
7, Inter-Vivos Tmnsfms & Mlscollaneous
IIECAPIT - Non-Probate PropOlW (Schedule G or L) (7)
ULA TION
'14, Net Value Sub eet to Tax Une 12 mInus Uno 13)
15, Arnounl 01 line 14
lft)(sblo at tho spousal
tax rale
See Instructions on page 2 lor applicable percentage
1 &, Amount 01 Uno 14
1axable al 6% rale
17, Amount of Une 14
t..able a115% ra'e 0.00_ x ,15 (17)
18, T..Du. . (18)
'19, CHECK '.!EIIE IF YOU ARE REQUESTING A REFUNDOP AN OV~APAYMI!NTI
., >>BE SURE TO ANSWER ALL QU!:STlONS ON PAGE 2 AND RECHECK MATH <..
Undor ponRlties of porJllfY, I doolaro that I havo o)(amlnotllhb.. relum Including accompanying f1chodulos and statoments, and 10 tho bogt of my knowlodgo
and bollot, Ills true, corroo! Rnd complete, Doclaratlon 01 proparur o1hot than tho personal reprosontatlvB Is oasod on alllnformatlon of which proparor has
!!!!t knowledge, _~__,__ __ "
S!aY;'.l~R.E OF rJtR~I)N R/t,!I'N~Hf.lll..,f- FlIP' Fll.INQ RETURN A.DrJAESS . D,'TE
.:J:'1' ( , !.,r"", - See Schedule attachrxl (,',' ~LL_
SIQNATU'}f OF PAEf'AfH:R D,H,ER T,HAN ~EPf~ESfNTATIVE ADnAE.% 01\1 [; q
1'/ it, )1...JJ~Ll 3401 North Front ~twet~ L ';0: '? ~
~t NTll0ftll~ Harr:i.sburg, PA 171JO"09~)O
Cnp)ltight Forll1_ !H,ltwareOnly, \!H17 Neitlu, In(;.
OECEDENT
CH~CK
APPIIO-
PIIIATE
BLOCKS
CORIIES-
PONDENT
TAX
COMPUTA-
TION
FILE NUMBER
COtHHY CU(lF
~~A~,6
~9J,i\~
DECEDENT'S NAME (lAST, FIRST, AND MIDDl.E INITIAl.)
~~~~.l. iiE~:~~l~; N~~Bm -----.1 DATE 0;'-0. EATI 1------ DATE OF BIRTH
113-106415 ~9/i2/96 09/21/1911
II' A,';'C'CA'UI S1.; RVIVING'i1iO,iii ,',; NAM' I'^"T~S()CIAL SECURITY NUMBER THIS RETUIIN MUST BE FILED IN DUPLICATE
FIRST, AND MI[lfllf lNIHiI.(} ...,
WITH THE. REGISTER OF WILLS
.. 1~ Original Retun;-.------. , " 2, -SUpplOf110ntal Rohlrn --~~rtllll:~(~;:a~~t~l:t~;:~.:;;-.-
4. Umitod Estato 4a, ~;~\l~~~IlJ:~~~la~\I~r:\I;;{)T~~~2l ~ 5. Fodoral Estalo Tax Rlrn, Roqulred
o nl'I!lIdllnt CHild Tnlare 7, DIll;lIdllnl Malntdlnnd /I L.IVlng TllIlIl 1 B. Total No. 01 Safo Dopoglt Boxes
' (AllacltcupyolWHH (Allacl1copynl Trus!)
10, ~pnU!l~ll'u"'lIrty Lrllrlll (da\II (,f rju\11 htllwltlll1 11 Elllchun In Il\~ under See 9j l3{AI
9, lItl allan Procm-ods Rocnlvod ....... 12-:l1-91/l!H! l--l.,Q!j AHlleh gchOL
YHIS SECTION MUST B"',!?<JMPLE1!D, ALL CORRESPONDENCE & CONFIDENTIAl. TAl!.!NFDRMATION SHOULD BE DIAI!C'lED to:
NAME COMPLETE MAILING ADDRESS
Peter c1, Re~sler,~!i.re _____, 3401 N, Front Street
FIRM NAME (II Applioable) P, 0, Box 5950
Metta, L'vans & Woodside Harrisburg, PA 1711l)-0950
TELEPHONE NUMBER
(717) 232"5000
225,000,ffi>1?
196,188.;:!a.
~ OFflCI~ r ONLY
None
None
c..
F;
I
N
':i: n
{\
96,926.66
NOOj1 !
'0
I",J
')
iilo
~
r:...',
\0
188,512.16
8, Total Gross Assets (total LInes 1-7)
I), Funoral Exponoos & Adminlstratlvo Costs (Schedule H) (9) ~
10, Debls 01 Decedent, Mortg, LlabUitio3, & Liens (Sch, I) (10)
706,627.02
(8)
26,528.08
317 . 38
11, Total Oeducijons (Iolel Lines & & 10)
12, Not Vatu. 01 Estat. (Line B minus Line 11)
13, Charltablo and Governmental Bequests/Sec 9113 Ttusts
for which an election to lax has not been made (Schedule J)
26,845.46
679,781. 56
(11)_
(12)
(13)
None
(14)
679,781.56
x ,0
(15)
679,781. 56 x
,06
(16)
40,786.89
0.00
40,786.89
PA~EV"15(J(1EX(1-97) A MENDE))
Decedent's. C0'!1ple~I\.cl.<!r.41!ll.:.--___~_...~--_.-
STREET ADDRESS
8ll. 1<i vervi.ew Road
_~__~~_n.
PUg(l :2
I.el1'oyne, PA J'/043
CIlY
I"STATE
lZIP
l
j
Tax Payments and Credits:
1. Tax Dua (Page 1 L1no 16)
2, C,odits/Paymonls
A. Spousal Povorty Crodll
B, Prior Payments
C, Discount
(1)
40,786.89_.
35,582.92
1,789.47
TDlal Credits (A + a + C) (2)
37,372.39
3, Inte,eaVPenolly II applicable
D.lnle,e'l
E. Penally
TlIlallnte,e.lIPenally (0 + E)
4, If line 2" graa'er thanllno 1 . IIno 3, onta' Ihe dlllorence. This Is Iho DVERPAVMENT.
Check box on Page 1 L1no 19 to ,oquo.' . ,.lund
5. If line 1 + IIno 31a grealo' than line 2, onler the dlll.ronce, This lalh. TAX DUE,
A, Enter the Interest on tile tax due,
B. Enter the tDlal of L1n. 5 + 5A. Thla la 'ho BALANCE DUE.
Meko Clleck Payable to: RE.GISTER OF WILLS, AGENT
(3) 0.00
(4)
(5) 3,414.50
(5A) 0.00
(5B) 3,414.50
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedenl make a transler and:
a. retain the use or lncoll'\e of the proporty translorr(ld;, '
b. retain the rIght to doslgnata who stUll! use tho properly trnnshmod or Its lnr-orne;,
c. tetaln ft reversionary Interest; or, ' , ' , ' , , . . , '
d. receive the promise for Ilfo of either paymonts, benelits or care?, ' , , , . , , . , , , '
2. If death OCCUlTed on or belore Decembor 12, 1982, did decodent within two years
preceding death transler property without receiving adequate conBlderalion? If death occurred
after December 12, 1982, did decedent lransfor property within ono yenr of donth without
reCeiving adequate consideration?, , , ' , , . , , , , . , ' , , , . , . , , , ' . , , . , . , . . , , '
3, Old dec'.edent own all "in trust fOI~' Of' payablo upon death bank 8CCOU;1I or security
at his or her deftth? , , , , , ' , , , , , , . . , . , , , , , ' , , , , , , , , ' , , . , . . . . , .
4, Old decedenl own an Indlvldu/l1 reUremantl1ccount, annuity, or other non-probate property? . . ,
V.. No
". "" B fJ
,"::::: B ~
"",,, 0
~
B ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FIl.E IT AS PART OF THE RETURN
72 P,S, 89116 (a) (1,1) (I) provided lor tho l'OducUon ollila tax rate Imposed on tile no: value 01 transfms to or for tho uso of the surviving spouse Irom 6% to
3% for dates 01 death on or alter Ju~ 1, 1994 nnd befuro January 1, 1995.
72 P,S. 89116 (8) (1,1) (II) provided tor the redUClion 01 tho rata Imposed on tho not vallie 01 trnnsfors to or lor tho usa of the surviving spouse tram 3% to 0%
for dates of dot(th on or after January 1, 1995, The statuto gQ.Q.!UlQ.LoxomPt 0 Iranslor 10 a allrvivlng spouso from lax, and the statutory requirements for
diacJo8Ur9 01 II990tS and flllng a Ill)( return aro still applicable evonlf tho surviving spouso Is Iho ollly bonoficiary,
FOR DATES OF DEATli OH OR AFTER JAHUARV I. 1995 -- Plo",,, answer 'holollowlng queatlon by placing on "x" In the opPloprla'. apoce,
Old the decedent create a trust or atmllar ammgement which Is 90lely 10f the surviving spuuse's benefit for his or her entl..e lItetlme?
V.. 0 No 0
II you answered yes to the above quostlon, Ihe lax on 1110 lrusl or similar arrangoll1E.JIlt is pontpollod until tho death 01 tile socond SpOllSO, at which limo It will
be tullV ta)(able at the rato(s) appllr.sblo to '1110 r9rnlllndflr bonollclary(los), Elltflr tho valuo of 1110 tHIM on Schedulo J, Part II. in ordor 10 tflmUva It Irom tho
cwculation 01 the t8)( due In this Uslata, Y0U may wtsh to lile Sehedulo 0 In ordor to mako Ulfl oloctlol1 availablo undor Socllon en 13, If U' olection Is mado,
the trust or similllr arrangemenlla taxed In the astllto ollho flrsl docadent spouso, the por110n of tholrust or similar nrrangornonl wille I! benollta the 9ulvlvlng
spouse Is laKed at the zarD tax rata, and tho romalndor is taxod at tho lato(a) nlJpUcablo to Iho wtnlllndor boneilciary(los), II YOll oho050 to Ill~ko tho altJCllon,
you must attach Schedule 0 to a tlmely-lIIod tax roturn. along with Schodulo(s) K and/or M in otdello show the appOItlomnunt of tho Irllf-lt "f similar
ammgernenl between the surviving spouse and the remairdor bOlloliolary(loa),
7 PA15002 NTF 101170
Copyright f'oTln~ Soflware On IV. 19P7 Nlllcu, Inc,
I,
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PA\1ENT t
DttllOh the! top portion of this Notloe IInd ..!bllit with your JlIIYHnt ,. P8ylbh to thll n.... Ind Ilddrl"
printftd on the reve.'I' llde.
If RESIDENT DECEDENT ... otlfMo.):, or IIOMIY order p.yttble tal REGISTER OF WILLS_ ACIJIIHT I
if NOH-RESIDENT DECEDENT ,Ilk. cheotl. or lIOfMIy ord.r paYabl. tOI COf1tlONtlfEALTH OF fte....VLVAHIA;
REfLIID (CR)1 A refund of . tlx crMtlt, which NIII not r.quelted on ttMl IBM R.turn. MY be1 t~)u'.d by 0-.,1,tlfll Ilh
"AppllcaUon for Rafund of Pennlylvania Inheritanca and Eltat. 11)(" (REY-l~UI, ApplloatIUf" .1" IIvlilll.,l, lit
the Office of th. Regllt.r of Wl1l1, any of t.... 23 RavllOUll DhtrJot OfUo,. Ut fr. tiNt INtfI.rtlMntl, '''~f1OY'
nn....rlna 'arvl~ noMMr. for for.. orarlnSIl In Pannaylvanl. 1-800"362-1060, (Iuhldl 1'4tnnlvlvottl,
and within 10081 Harrisburg at" (717) 187-8094, TDDI (717) 712..rZSl I....rlng 1....lr.d onIYL
REPLV TOI
Queltions regarding error. colltained on thit notlc. should be eddr"llHt tOI PA O.,'artHnt tI' Mav.ooe, ~'IU
of IncUvldulll TalCU, ATTNI Po,t A.....unt Rlvlw Un,"" Ospt. t80601, "1l,'rhb'"'II PA 111U'Otllfjl, r-honII
(717) 787-6505.
DISCOUNT 1
If ww tax dUe II plIld ..ithln thr.. (3) calender .onthl after the dleaMot'l Mflth, II HVII parolnt uno dltootlO'
of the teM paid I. allowed.
PENAL TV I
The 15;( tax ~Ity ncKl"partlclplltlon plMl81ty is COllPutact on the tot.1 of thl taM Wld Int.r.lt ......MI, Ifld not
paid bafora January 16, 1996, the U,..t day aftar the Wld of the taM ..,..ty V.tlod.
INTF.REST I
Int.r..t 11 ohar,.cl baglnnlng Mith fl,..t day of delinquency, or nine (91 IHmthl and one tlJ MV "'011 the det. of
death, to ttMt data of paYlHKlt. Taxa. which bee.... delinquent b.fora Januar,~ I. 19112 b..r lnt.rllt at the rtt. of
,he (6iO pareent per fIIlf'tUM ealeulatfld Itt . dally rete af ,CUI64, All hlMIII Mhlch bae... dallr\qUlflt Oft Mld .Hlt
.Iwluary 1, 198Z wU1 boNr intarut at a ratl which will vary fro' C1elandar y..t to ealandlt va.r wUh t"lt rlt.
announced by the PA DaplttMnt of Revenue. The eppHoable Intlr..t rat.. fOl' 19&1. througtl 1". ara,
V.ar Interl.t Rata Deily tntlra.t Factor V'lIr Intlre.t Rat. n.llv Int.,..t 'lUltor
1982 20X .0005,..8 1987 'X ,oaOl""
1983 16); ,000458 1988-1991 Ill( ,DlUOI
1.84 1U ,000:101 1992 'X ;00"0\1
191Ui m .000356 1993-1994 7X ,oaOI'"
1.16 lOX .000274 1995~1998 'X .11110\1
--Intgraat II caloulated al fo110WII
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUBNT X OAII,Y INTI.UT rAllTOI
--Any Notloe i..uad .ftar the taw baeOlla. d.llnqua.nt will "I'llIot .wI Intlr..t v.h,ul.llon tn '1ft..., 11'1 daYI
bIIyrmd thl dat. of thlt ........nt. If payont h .ade ,'h.' tt.. In""..' tll/llilutallOfl d.l4I .1I(1liffl UIl thl
Notlca, addltlonlll Int.rut tw.t ba oaltlulat.d.
09-21"1998
ESREV
09-12-1996
21 96-0749
CUMBERLAND
101
[~~,=~~.~~~~~I~!~d '~~:J
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THiS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ..
iiiV': iS4"i" E'if -Ai: if - iil'9: 97 Y "NoTicE" "oF iiiiiEii if ANcE - TAX- A"ppiiil- i ii EHEN'r, - - AiToliA~cE" oR"" __m --""" -"""-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
J W FILE NO. 21 96-0"49 ACN 101
/5-, /,1'7.. I;{
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
c
BUREAU OF INDIVIDUAL TAMES
INtERYJ...NCE TAK DtlJISIOH
DEIlT. 260601
HARftlSIURO, Pol 17128~0601
NOTlCE Of INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSIiENT or rAM
li\
I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'I
PETER J RESSLER
3401 N FRONT ST
1'0 BOX 5950
HARRI SBURG
E!.Q
l,l.
{~t I,
PA 1711 0
ESTATE OF ESREV
TAX RETURN WAS: (
I X) CHANGED
SEE
I ACCEPTED AS FILED
~_.__.
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. R..l E.t.t. ISch.adul. A) (1)
2. stocks .wi 80nds (Sch_dul_ IH (2)
3, Closely Held stook/Pertnurshtp Int.rest (Schedul. C) (3)
4. Hortg.ves/Not., Reoeivable (Sohedule DJ (4)
S, C..h/Dank Deposits/Hisc. rerscmel Pr'Dperty (Soh.duh E) (Ii)
it. Jointly Owned Prop.'" I (Schltdul. F J (6)
7. Trmhlf.rs (Scn.dul. GJ (7)
a. Totel As..ts
NO. 01
,00
56,908,41
,00
.00
,O~
,00
,00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral [)(p.".../Adat. Cosh/Hlso. ExpenslSl (Sohedule to (9)
10. Debtl/Kort".g8 Lillbilit18s/Uenll (Schedule IJ nO)
11. TotAl Deductions
12. tMt Value. of Tax Return
15. Cherltable/~oYernM8nt.l Beque.ts; NonMel.ot.d 9113 Tru.t. (Seh.dul. J)
14. Net Valu. of e.t.te Subjeot to Tex
,00
,00
III )
1I2)
liS)
1I4 )
If an a.~d~._ent was i.sued previously, lines
reflect figures that include the total of ~
ASSESSMEN. OF TAX:
1.5. Allount of Line 14 et Spousal ,'et.
16. A~unt of Lin. 14 taxable at Li~.I/Cl..s A ret.
17. AMount of Un. 14 tllxabl. at (:oll.tel'.l/ClaslI Brat.
10. Principal T_x nue
NOTE:
*
.rv.n~' II '" elt,tll
J
W
DATE 09-21-1998
ATTACHED NOTICE
NOTE I To inlur. prop.r
or.dlt to your .r.count,
.ub_it the upp.r portion
of thi.forM with your
tax p.y...."t.
56.908,41
OIL
56.908,41
,00
679,781.56
14, 15 and/or 16. 17 and lB will
returns esse..ed to data.
,00 X .00._
679,781.56 x.06.
.00x.IS.
(111)
115)
(16)-
(17)
TAX CREDITS:
__u___..___
~AYHENT
DATE
12-12-199.6
06-10-1997
07-01-1998
RECEIPT
NUIIBU
--"Aiir49!n--
AA211404
AA296387
DISCOUHT ,+)
INTEREST/PEN PAID 1-)
---'--T~ 789.7i"1'-
,00
,00
AHOUNT PAID
34,000.00
1 . 582 . 92
3,414,50
,00
40,786.90
.00
40,786.90
~l~~ft~~=~-=-.:: ::;:~1
.___ .. ..._r~!~L_.~~~~:~r~______,~2 3_:..~7___,.
, IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS RE~UIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIj FORH FOR INSTRUCTIONS,)
INTEREST IS CHARGED THROUGH 10-06-1998
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION DE ADDITIONAL INTEREST,
~
AESF.RYATlONI Elhtt.. of deotdDnh dYl". on elf tHlfor. Decubtl' 12, 1982 u If tn~ future lnt.rut In the I.tat.. Is tran.flrred
In po.....Jon or InjOy.-nt to Cl... I (0011,t,ra1) beneflcl,rl,. of the decldent after t~ IMPlr.tlon of any ..tat. for
Ufa or for y..r., thII C~a1th hereby .lCpr.lIly na.rv.. tht right to ItPpr.ha Ind ...... tr."d,r InMrUMlcI hXIlI
lit the lewful Chi" I (Clo1l.,t,r.l) rat. on MlY such future int.rl.t.
PURPOSl! OF
NOTICE 1
PAYHEN'1
HEFUHD (CA):
OIJECTlONSI
ADtl!N
JSTRATlVE
CORRECTIONS I
D~ SCOttHT I
PENALTY I
INTEREST I
To fulflU ttM r.qulr...nh of s.otlon 21ttO 0", the Inh,ritllmlfl and [.tete h)( Act, Act 21 af 1995. (72 P.S.
Sel]tion 9140),
OfItaoh ttl4l top portion of thh NotiOI and lubIllt with your pIy"nt to the Rltlllt,r of Wills pr1nt~ on tI'M r.var.. si..
--H,U ohank or IIONlY ordu pflytlbla tOI REGISTER or MILLS, AOENT
A ,afund of . hue oredIt, which was not ,.quelted on the 'ax Return, ...y be r.lfUt.t.d blf COIIphttlng an "ApP'u08t1on
for D_fURd of Penn.~lvanlft lr.h.rltanc. IlInd E.tIlIt. r'lle" (RtY~J313)' AppllClllltion, er. IlIveU.&JI. at ttM Office
of the "'l8lst.r of Willi, any of tM 13 R.vMUfl ohtriot Offlc." or by calltng the I"oclal 24-oour
en.werlna ,.rvlo. ~rl for for.' ord.rlnQl In PennsYlvania 1~&OU.3bZ-20S0, outlld. renolylv.nla ~
within 10col Harr !Iburg .roe (17) 7&"-1091.. TOOl (717) 772"2Z5~ O".r In" l.polrld Only) I
Any plllrty In If\t.....t r;ot ."tI.U.d with ttM appr.hMMnt, IIIl1owanc. ar dlsallowancll of deduotlon.# ot a""'Hl'lt
of hx (Inoludlng discount or knt.re.U .. .hotm on this Notlo. !Milt objllo1: wJ1:hln .})(ty (601 dey. of receipt of
this Notlc. bYI
--written prot..t to th. PA IhlplllrtMnt of k.y.nulI, aoard of Appe.h, o.pt. 241021, HarrhburCt, PA 1712&-102.1, OR
--election to h.V8 the lI&tt&r d.hr"lnlId .t .udlt of the .ooount of the oertonal ropr..ent.tlve, OR
--"PP..l to thfl Orphan,' Court.
Fllotual .rror, dhco....r.d on this .ullu..nt lhould be Bddr....d In writing tOI PA DepartMnt of R.Y~,
lur.au of Indl...ldu.l 11'1)(&1, ATTNI Po.t A"II",a.nt A....I." Unit, Oept. 2M601, Harrisburg, PA 17126-0601
Phone (717) 787-6505, S.. p~ 5 of tho bookl.t "lnltruotloo. for InharJtenoe lax R.turn for. R..ldent
Dac.cMtnt"' (REY-ISn) for an o)(plllOeUon of edIlinhtrativ.1Y correCltlllbl1l errar.,
If BOY ta)( du. Is paid withtn thr.. (1) oelondar .onth. aftor thll tfecedant'. datath, . five peroent (5:0 dhoount uf
th8 t.x peld h allow.d.
Th. IS% t.x lIIn8.ty non~p.rt1oJpiltion penftlt~ Is COfIP\ltlld 00 the tatel of the ta)( and Interut .......ed, and not
p.id before JatnullIry ta, 1996, thfl flr.t day aU.r th>e end of the tlllX ..n..ty p.rlod. Thil non-p.rt1olpation
penalty It ~alahle In the ...e aanner ...nd in the the .... U.. pel'lud Ill. YOU would ItPp..l the ta)( end Inter..t
that h., btien ......-.d .. Jndlcat.d on thAI ooUo..
Inter. lit Is oharctllld bctgJnnlng with flr.t dillY of d.l1nqulnoy, or nine ('91 ItOnthlll IM'\d one (11 MY frOll the dab of
dtath, t(l thl date of PIIl/lMflt. Tex.. ifhloh 90" ~1Jnqoent b.for. JlInUlIry 1, 1912 b..r Int.r..t .t the r.t& of
'!K (6%) r-ro.nt per ennu. ollcul"ted at II dally rato (If .000164. All taKe. whioh b.o... dtlJnquent on Ind If tar
JllnUaIry I, 1981. will b'lr int.r..t .It . raht whloh NUl vsry froa aalendar ye.r ta oalendar Y.llIr with tlltt r.te
announoed by tho PA Dopartalf1t (If Revenue. Thli eppl1oabl" Intertl.t ratu for 1962 thrOUGh 199& ani
't!!! ]nbr..t Rate D~UY lnt.r..t Factor X!!r lnter..t Rate Dllllh Int.r.U Flotor
191\2 ,,% .(l00S(a;8 1967 .% .000247
1985 16~ .000U8 198&-1991 11:< .Oa0301
191(a; It:( .000301 1992 9Y. .0011247
1985 15% .OO05!i6 1993- 1994 7X .000192
\.... 10;( .000274 1995-1998 .% .000247
--lnt.r..t It calcul.ted .. fnllowsl
INTEREST . IALANCE OF TAX UNPAID K NUHIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Na,io. :".ued eft.r thtl tnx b.oON' d.Unqulint "Ill refl.ct en Int.r..t oaloullllHen to flft..,. OSI dey,
bIlyond the dIlIt. of the OIll...It8flt. If p"~.8fit h ...de eft.,. the Int.f,..t oOl!puteUon dflt. .hown on the
Notlfl", addltionllll Int.r..t .uet b. olllJculated.
g~ ~ ::0
~,((1 :JJ m
"Fr;;~? r.l' 0
{/l
',en
D?
~;H
,~,-~ ()
;,,'1 --'.:.
\Cl
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= ;: . . ,
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15~/~7- !~
BUREAU OF INDIVIDUAL TAKES
J~~J"Hf.E T^M DIVISION
DEPT. 280601
HARRISBURg, PA 17124.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
L~
'*
UV.IU1 ..." .11-911
PETER J RESSLER
3401 N FRONT ST
PO BOX 5950
HARRISBURG
DATE 07"26-1999
ESTATE OF ESREY J W
DATE OF DEATH 09-12-1996
FILE NUHlER 21 96-0749
CbUNTY CUMBERLAND
ACN 101
E~~t.!~ '1
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
ESQ
r',
PA 17Ull'
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEt to lnau~ proper oredit to your ecCO\I'lt, eub.lt the uppf,,.. pod Ion of thh for. with yourta)( paYlMtlnt.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOil "OUR RECORDS ....
iiEWii.iWiiniFP-iili-:97r-----.iii.--iNH€iiiYANCrfAiCs;'A"TEHE-'WOF-AifciiiJiii--i.-..---------------------
ESTATE OF ESREY .J W FILE NO.21 96-0749 ACN 101 DATE 07-26-1999
THIS STATENEN1' IS PIlOVIOEO TO ADVISE Of THE CURRENT STATUS OF THE STATED ACH IN THE HANED ESTATE. SHOIfN BE Loti
IS A SUllllARY OF THE PRINCIPAL UK DUE, APPI,ICATIOH OF ALL PAYHEHTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PIlOJECTE~EREST FIGURE.
DATE OF I.AST ASSESSMENT OR RECORD ADJUSTMENT, 01-04-1999
PRINCIPAL TAX DUE, 40.7B6.90
PAYMENTS (TAX CREDITS) I
PAYMENT L RECEIPT
DATE NUMBER
----
12-12-1996 AA184951
06-10-1997 AA2U4114
07-01-1998 AA296387
06-23-1999 AA355007
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,789.47
.00
.00
323.86-
AMOUNT PAID
34,000.00
1,582.92
3,414.50
323.87
TOTAL TAX CREDIt
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAl. DUE
40,786.90
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1,
HO PAY"ENT IS REquIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS. )
PAYMENT I
Dlttoh U. top portion of thh MoUce .-,d ltUbllJt with your pay..nt II'" payllble to ttM nI!MJ Md adclr...
p~J"tM on ttw rever.. ....
If Rl::SlDENT OOCI!DE.IT uk. check or IIOMY ordtrr paylJlble tOt REGISTER Of WILLS, AgENT.
If HOH..ftESlDENT DECEDENT uke check Dr lIOney order payable tal CotttONWEALTH OF PENNSYLVANIA.
REflIfD tCA)1 A refund of a tax orlMflt, whIch was not requested on the YeK Return, MI!lY be requellted by ct*PbUng W1
"Applicetion for RllfVlld of Pennsylvlmi8 InherUMcliI end hhte TaK" (REV-UUL Application. art IIvall.1. at
the Office of the Register of Wills, any of the 23 R....fll1Ufl District Offic.., or frOll the Oapart..-nt'. 24"ho\.Ir
"'.....ring ..rvicII n~rs for for.. ordctrlng: In Penn.ylvenht 1"800-362-2050, outside Pttnn.Y!vDnle
Ilnd within looal Harrisbura a,'aa (717) 787-$094, TOOl (n7) 772-2252 (He.ring IltfIftlrad onlY).
l'EPlV TOI Questions regarding arror's contl;tlned on this noUee should bo addreu.d tOI PA n.part..nt of k....MlU8, aur.au
Of Indhddual Tax.., ATTHI Post AuesUlent Ro...iew Unit, Dept. 280601, Harrhburg, PA 17126~0601, ptwM
(717) 787-6505.
fllSCotJfT I
If any tax duCI hi paId ",ithln threo (3) calendflr aonth& aftar the decedant'. death, . five p.t'cent (5),) dleoount
of thfl ta)! paid h ftlloWfKl.
PENALTYl
The IS:': tax ...-Mlty IlOwpflrtltlpaUon penalty hi ONlputad on th8 tobl! of tho hix tnd .lnt.rG'It .....nct, and not
paid bIIforfl January 18, :1.996, tho first day after the find of thfl tOK Ntnosty period.
IHTElIt!ST:
Inter..t Is chflrlJlld be"lnnlng with first day of dellnqu.ncy, or nine ('II) IIOnths and one (1) day frOll the dlllte of
duth, to the data flf pflynnt. '.Kell wh.lch bitc.e dellnqu.nt before January J, 1982 bur lnhr.st at the rite of
.ix (61:> percent J>>r annuli oaloulahd at fl dally rete of .0001&4. All ta)(os Nhich bae... delinquent on -.d .ftar
JlII1WIry I, 198i:! will bear Interest at a rate Nhieh wUI Vllry frOll ualandar yeer to oalendar year with that rat.
announced by the PA n.partpent of Ravonua. Thit appllcablit Interl.t rotes for 1982 through 1999 er.,
Va.r Inhr..t Rate Dalll' Interast f'aotor Y08r Interest Rllta Dell~ lntere.t factor
191' 20i: .000548 1988-1991 11:': .000301
1983 16:'< .000438 1992 .X .000247
1984 11% .000301 1993~1994 7% .000192
I9IS UX .OOOS56 1995-1998 .X .000247
1916 10:< .OOl.i274 1". 7% .000192
.987 9~ .600247
--Inhr.st b ualculatlJd as follows I
INTERIlIlT m BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after th8 "ta)! bII0OM" deUnquent wHI refla(lt an Interut (llllouJetlon to fHtftOfl US) dly.
beyond ttM. det. of the ."olll.,..nt. 1f pay.ant is .ada after the Intor..t cotlPutat.lon d.h shown on tho
Hotlo., .odltlaoel lnt.r..t .vst bG ualaul.tRd.