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CERTIFICATE OF DEATH
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
REV. 1500[X: (7-941
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co""~m~'1 tJ:~i "1::J~'tJf;:~~ANIA
HARRISR~RG.'ilA 1~lzoo'OI
DE:CEOENY.S HAUC llASf. FIRST. AND MIDDLE INltlAll
Bricker Murru
SOCIAL SECURITY NUMOER
180-05-9286
DATEOFOEA1H
DAlEOF DIRTU
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06/2/,/1996 11/06/1909
ran OAI [~. or orAIt~ Art rR 1;?1 .11 !IJ I CHECK HERE
II A ~.f'OU'iAl
f'ov[lHl' (:14[011 1"-,CLAIMEr)
FilE NUMBER
21.96.755
COUtIT y COD[
Y[AR
tlUUnER
R.
Q[CEOUH '~; COMPLETE AOOR[~j!"i
lO() ML. Allen IJrlVIl
Meehan Ic~lJl1r!l, PA 17055
Counl)l Cumberland
IF APPLICABLE) SURVIVING SPOUSE'5 NAME iLA'3T .fIRST AND "'llOOlE INl1lALl SOCIAL SCCUAlfY 'lUMBER
2. Supplemenlal Return
4a. Future Inlerest Compromise
(tor dalos 01 death aller 12-12-82)
rn 6. Decedent Died Testate 0 7. Decedent Maintained a liVIng Trust
(Attach copy 01 Will) (AtI.1Ch a copy 01 Trusl)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
2 ~ NAME COI.,4PLETE MAILltlG ADORESS
R 0 Ro er B. Irwin, Es ulre 1RlllN, McKNIGHT & HUGHES
~ ~ TELEPHONENU,,".ER 60 \lest Pomfret Street
_ T 717-2/,9-2353 Carlisle PA 17013
I. Real Estale ISchedule A) 1) None
2. Slacks and Bonds (Schedule B) (2) None
3. Closely Held Slock/Pannershlp lnlelesl ISchedule C) (3) None
4. Mongages and No.es Receivable (Schedule D) (4) None
5. Cash, Bank DepOSits & MlscellanoouS Personal Property ISch E) (5) None
6. JOintly Owned Property (Schedule F) (6) 22 ,1,37 .12
7. Translers (Schedule G) (Schedule Ll (7) None
8. Total Gross Assets (tolal Lines 1-7)
9. Funeral Expenses. AdmInistrative Costs. Miscellaneous
Expenses (Schedule H)
10. Debts. Mortgage Llablhtles.liens (Schedule I)
II. Talal Deductions (.olal Lines 9 & 10)
12. Net Value of Estate (line 8 minus line 1 t)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject to TalC (Uno 12 minus line 13)
15. Spousal Transfers (lor dates of death aher 6-30-94)
See Instructions lor Applicablo Percentage on page 2
(Include values from Schedule K or Schedule M.)
16. Amount of Line 14 taxable al 6'1. rate
(Include values from Schedule K or Schedule M )
17, Amounl of Line 14 taxable al1S'/, rate
(Include values from Schedule K or Schedule M.)
18. Principal talC due (Add tax from Line 15. 16 and 17.)
19.Credlts/Sp Poverty Prior Payments DIscount Interest
0.00 + 2.000.00 + 1,2.1,8 0.00
20. II Line 19 IS gleater than line 18, enter the dIfference on line 20 ThiS IS the OVERPAYMENT.
[f] @ Check he.. II you a.. ..que.lIn a relund of our overpayment.
21. II line 18 is greater than Line 19, entel tho dtlference on line 21. ThIS IS the TAX DUE.
A. Enter the interest on the balance due on Line 21A
B. Enler Ihe.olal 01 line 21 and 21A on line 21B. This IS Ihe BALANCE DUE.
Make Check pa able 10: Re Ister of Wills, A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Undllf perwlltn 01 perlury.1 decl.llre lh.llt I h.llvt!eumtned IhlS rlllurn.ln(ludtnCj .IIccomp.ll"yt09 SChp.dulllS.nd sl.lllerTlf'nls. .IInd 10 thll IX'sl 01 my lno.....ledgll and bellel, illS true'.
COllecl.ll!'ld complelll I declare lh.llt allte.lestlle has been repolted.t true INI).el valUfl Oeclafahonol plrop4fer Olh", lhan the pt!f5orwl It!plest'nt.llllve IS ba~d onallmlOllNllon 01
which prep.rel hn any knowledge
CAB
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C R C
K 0 K
P S
X 1. OU91n.ll Return
4. limIted Estate
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AMoutH RECEIVEOl5EE INSTRUCTIONS)
0.00
05.
o 8.
RemaInder Return
liar dales 01 death pTlor 10 12-13.82)
Foderal Est.lte T.llC Return ReqUired
Total Number of Sale DepOSIt BOllOS
(8)
22.437.12
(9)
5.302.75
(10)
2.972.90
8,275.65
II, .161.1,7
None
II, .161.1,7
(11)
(12)
113)
(14)
(IS)
0.00 X
0.00
,
(16)
11,.161.1,7 X 06'
849.69
(17)
0.00 X 15'
0.00
(18)
849.69
(19)
(20)
2,042.1,8
1,192.80
(21)
(21A)
(21B)
0.00
0.00
0.00
SIGNAfUREOF PERSON RESPONSIBLE FOR FILING REfURN Glenn B. Gar 1 ick
512 Chickadee Dr
p~ d~Aq M;,-chaiiicsb.ur!;,..P;;..i705S..-........._..........
SIGNATURE 0' PREPARERaTHER tHAN REPRESENTATIVE 1 RII IN. McKN 1 GHT & HUGHES
/"l 60 lIest Pomfret SLreet
/ [ L, 1. ,-&'1...- Cari"t'sic.,..PA...i'1(iif..... -..........................
CClpyllCjhllcr,g IOlmsollwall! onl)' CPSysll"ms.lnc
3JI7(C17
OAfE
ro;Mo~
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Act #4B 011994 provides for the reduction 01 the tax rates Imposed on the net value oftranslers to or for
the use 01 the spouse. The rates as prescribed by the statute will be: .
13% (.OJ) will be applicable for estates 01 decedents dyln9 on or after 7/1/94 and before 1/1196
12% (,02) will be applicable lor estates of decedents dyin9 on or after 1/1/96 and before 1/1197
11% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/9B
ISpousaltranslers occurring on or after 1/1/9B will be exempt from Inheritance tax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS,
YES NO
1. Did decedent make a transfer and:
a, retain the use or income of the propeny transferred. .
X
b. retain the right 10 designate who shall use the propeny transferred or its income.
X
c. retain a reversionary interest: or . . . . . . . . . . . . .
X
d. receive the promise for l1fe of either payments. benefIts or care? .
X
2. If death occurred on or before December 12. 1982. did decedent within (wo years preceding death
transfer property without receiving adequate consideration? If death occurred after December 12.
1982. did decedent transler property within one year of death without receiving adequate
consideration? . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . .
x
3. Did decedent own an 'in trust for' bank account at his or her death? . . . . . .
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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CopyrIght (e) 1994 fOlm softwlre only CPS)'SI~ms.Inc:.
Form 1500 (R.v. 7.941
REV. 1509 EX + (12-881
cO"~Natt'X~'Il.l1.~.e~'l,~~W'NIA
~~si/iENt'bmD'tNT
ESTATE OF
Murray R. Bricker
SCHEDULE F
JOINTLY-OWNED PROPERTY
SSII 180.05.9286
06/21./1996
Joint tenlnt(.I:
A.
NAME
Glenn B. Garlick
ADDRESS
512 Chickadee Orive
Mechanicsburg PA 17055
B.
C.
Jointly-awned property:
FILE NUMBER
21.96-755
RELATIONSHIP TO DECEDENT
step-son
ITEM LETTER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSET '10 INT. DECEDENT INTEREST
TENANT JOINT
1 A 11/1994 American Express, 1DS Cash 30,805.20 50.007- 15,402.60
Management Fund, Class A
(confirmation attached)
2 A 05/1994 CoreStates Bank, checking 14,065.26 50.007- 7,034.52
acct. 1151236823
(confirmation attached)
TOTAL (Also enter on line 6. Recapitulation) Is 22,437.12
IIf more space is needed. insert additional sheets 01 same size.)
Copyright (e) 1994 form softwire only CPSyslerns,Inc:.
Form 1S00 Schedule F (Rev. 12.88)
REV - '5tt E~ . (7-88)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.... Print ar T .
FILE NUMBER
21-96-755
COlArN~'1~iic\\,D{tcF~~~r)Y'NI'
ESTATE OF
Murra
ITEM
NUMBER
A.
R. Bricker
5511 180-05-9286
06 2/. 1996
DESCRIPTION
AMOUNT
78.00
Funeral Exp.n..s:
Gingrich Memorials
1
4,11/..75
2
Myers Funeral Home, Inc.
B. Admlnlstratlv. Casts: Glenn B. Garlick
1. Personal Representative Commissions 0.00
Social Security Number of Personal Representative: 171-28-8798
Year Commissions paid WA I VED
2. Anorney Fees Irwin, McKnight & Hughes 1,100.00
3. FamHy Exemplion 0.00
Claimant NONE Relationship
Address of Claimant at decedent's death
Street Address
City Stale Zip Code
4. Probate Fees 0.00
C. Mlsc.llan.ous Exp.ns.s:
1 Register of Wills, filing 10.00
fee
TOTAL (Also enler on line 9. Recap~ulation)
(II mare spac. Is n..d.d,lns.rt .ddltlanalsh..ts of sam. slz..)
COp)lrlghl (cl '994 form soHw.lre onty CPSystems.1nc.
$ 5.302.75
Form 1S00Schedul. H(Rev. 7.1S8)
REV. 1513 EX' (2.871
caM::'\l\lrt\~4\,~~~ANIA
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-96-755
Murra R. Brickor
ITEM
NUMBER
5511 180-05-9286
06 2/, 1996
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
1
A. Taxable Blquests:
Glenn B, Garlick
512 Chickadoe Driva
Mechanicsburg, PA 17055
stop-son
1001.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and GovernrnentalBequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also enter an line 13. Reea ~ulation)
(If more space is needed, Insert additional sheels of same size.)
Copyright (e) '994 form sallw.t. onty CPSystems, Inc:.
$
Form 1500 Schedul. J tRev. 2.87)
0.00
LAST WILL AND TESTAMENT
I, MURRAY R. BRICKER, of Upper Allen Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I devise and bequeath all of my estate of every nature and wherever situate to my wife,
Ruth M. Bricker; providing she shall survive me by sixty days.
4. Should the gift in Paragraph No.3 not take effect, I devise and bequeath all of my
estate of every nature and wherever situate to Glenn B. Garlick, Clarence Bricker, John S.
Bricker, Pearl Kingsborough, JeflTey Garlick, Mark A. Garlick, Andrew Garlick, Sherry
Schaeffer, Duane Trueax and Leonard Riehl, or to the survivors if any of the above ten persons
are deceased.
5. I nominate and appoint Glenn B. Garlick to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Mark A. Garlick, as substitute executor, also to serve as such without bond, with the
same powers as are given herein to my executor.
~
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~
6. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
"g"4-A
CorcSl;\IC5 13,lilk. '1 ,\
PO Oml 70tO
Ptul,ldl!lplll.l PA 19tOl.7ti10
r""' r-.7.::VF ~1 ~-J h\!""'~
:" .;1 l.t... \\J :~:.:Iq JJ
C......'.:.:...,~~.~...;~d ~ t~~,
November 1. 1996
NOV 06 1996 .
'lj"I' .... ;,. . ~. Ii ','t. 'r"'"
J",'.\j'i. .1';':'\ ::l'Jll .~ f '.; ~:,",,,:ij CoreStates
Bank
Roger B. Irvin
Law Offiees
West Pomfret Professionall3uilding
60 West Pomfret Street
Carlisle. PA 17013-3222
RE: Estate of; MUITa>' R. Bricker
Date of Death: June 24. 1996
Dear Roger Irvin:
In response to your leller. please be advised that the decedent held Ihe following account(s) with our bank as of the date
of death: .
ACCOUNT #
ACCOUNT TITLE
DATE
OPENED
DATE
CLOSED PRINCIPAL
ACCR.
lliL
Certificale of Deposit
3063599553
Murray R. Bricker
Ruth M. Bricker
10/07/89
06/01/94
Certificate of Deposit
4001384983
Murray R. Bricker
Ruth M. Bricker
06/03/91
06/03/94
Checking 32311903
Murray R. Bricker
Ruth M. Bricker
01/10/83
0611 7/94
Checking 51236823
Murray R. Bricker
or Glenn B. Garlick
OS/23/94
14.065.26
3.78
I trust that we have been of assistance to you in this mailer.
Sincerely.
CORESTATES BANK. N.A.
c/o
r.,) err ~
Diane Jell
~{l
II
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146775 COMMONWEALTH OF PENNSYLVANIA
DlPARTMENT O' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
Uv.II62rJl,U41
RECEIVED FROM:
i
ACN
ASSESSMENT r:'I
CONTROL ~
NUMBER
AMOUNT
IRWIN ROGER B ESO
60 W POMFRET ST
101
$2,000.00
CARLISLE, PA 17013
ESTATE INFORMATION:
1:1 FILE NUMBER
Y 21-1996-0755
I:t NAME OF DECEDENT (LAST)
~ BRICKER MURRAY R
19 DATE OF PAV:NT
II POSTMARK DATE
COUNTY
SSN 180-05-9286
(FIRST) (MI)
CUMBERLAND
DATE OF DEATH
REMARKS
S2,OOO.00
DO
m TOTAL AMOUNT PAID
IRWIN MCKNIGHT & HUGHES
SEAL
\),
RECEIVED BY / I /1._, ,_ .', Ii.
/ SIGNA UR ,,'
( ...,; ,',
MARY C. LEWIS
REGISTER OF WILLS
'/0''./ :.:v
CHECK II 10943
:/
REGISTER OF WI LLS
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BUREAU OF INDIVIDUAL TAXES
IHtlUIUNCr fA)! DIVISION
OrPT. zeobOI
tIARRtS!URG. PA 1111a-ObOl
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~~
C/
NOTICE OF INItERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
..,.a.' U I" IU.tU
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE DF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
06-16-97
BRICKER
06-24-96
21 96-0755
CUMBERLAND
101
MURRAV
R
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS ~
iiEV: i54r EiC"FP-ni3:9=rnloYicE--liTYNHEiiiTANcn'-Ax-APPRA isEH€ii'r-;-"Li:owANcroli-----------------
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF BRICKER MURRAV R FILE NO. 21 96-0755 ACN 101 DATE 06-16-97
TAX RETURN WAS. I X I ACCEPTED AS FILED
I CItANGED
RESERVATIDN CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED ON: ORIGINAL RETURN
1. Reel Est.t. (Schedule A) 11)
2. stocks and Bonds (Schedule 81 121
3. Closely Held stock/Partnership Interest (Schedule C) (31
4. Hortg.ges/Nota. Receivable (Schedule 01 C41
S. Cash/Sank Deposlts/Hlsc, Personal Property (Schedule El 151
b. Jointly Owned Property (Schedule fl (6)
7. Transfers (Schedule GI (7)
8. Tote1 Assets
NOTE: To insure proper
credit to your account,
subn!t the upper portion
of this forn with your
tax paynent.
.00
.00
.00
.00
.00
22.437.12
.00
(8)
22,437.12
5.302.75
2.972.90
1111
112l
1131
1141
A.?711 ill]
14.161. 47
.00
14,161.47
APPROVED DEDUCTIONS AND EXEMPTIDNS:
9. Funeral Exp.nsas/Adn. Costs/Hlsc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Il (10)
11. Tat.l Oeductions
12. Net Value of Tax Return
13. Charltable/Governaental Bequests (Schedule J)
14. Het Value of Estat. Subject to Tax
If an assessment was issued previpuslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Llne 14 at Spousal rat. 1151
16. Anount of LIna 14 taxabl_ at Line.I/Class A rat. lib)
17. Anount of Line 14 taxable at Collateral/Class 8 rat. (17)
18. Principal Tax DUB
TAX CREDITS:
PAVHENT
DATE
09-24-96
NOTE:
.00 X .00:
14.161.47 X .06:
.00 X .15:
1181
.00
B49.69
.00
849.69
RECEIPT
NUHBER
AA146775
OISCDUNT 1+ I
INTEREST/PEN PAID 1-)
42.48
2,000.00
AHOUNT PAID
TOTAL TAX CREDIT I
BALANCE OF TAX DUEl
INTEREST AND PEN. I
TOTAL DUE
2.042.48
1.192.79CR
.00
1.192.79CR
. IF PAID AFTER DATE INDICATEO, SEE REVERSE
FOR CALCULATION OF AODITIONAL INTEREST.
I IF TOTAL DUE IS LESS TitAN $1. NO PAVHENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF TltIS FORH FOR INSTRUCTIONS.)
-'
-"
.,
,
ci:.: _..
p'
..2':>
rJC'
RESERVAflONl Elt.t,. of dlcldent. dying on or before Dlc..b.r 12, 1982 .- If Any future Intera.t In the I,tat_ I, tran,f.rrad
In pOI....lon or .nJoy..nt to cta'l B teolleta,a.' bln.flcl.rl.. of tha d.ced.nt .ft,r thl .~plr.tlon of any I.t.t, for
llf. or for y..r., lha CO"Dn~..lth h.teby ..pr...lv r.,.rv.. the right to apprals, and .11... tran,f.r Inherltancl TaM"
at the lawful ct... a Ceol1et.r,11 rat. on any .uch lulur. I"l.r..t.
PURPOSE OF
HOTlCEI
fa fulfill the requlr...ntl of s.ctlon 21~O of lh. Inh.,ltane. and Eltat. fa. Act, Act 21 of 1995. t7Z P.S.
S.ction 914Q1.
PAVHENh
Oataeh thl top portion of thl. Notle. and lubalt with your ply..nt to the R.gl.tar of Will. prlnl.d on thl "'1.r.. .Ide.
"Hake chick or lon.y ord.r payable to: REGISTER OF MILLS, ACENT
AEFUND (tA):
A r.fund of a taM crldlt, which wa' not r.quI,tld on thl fax A.turn, lay bl r.quI,tld by cOlplltlng an "Application
for A.fund of P.nn,Ylvanla Inh.rltanca and E.tata fax" CAEV-I1Il). Application. arl a'lallabl. at thlOfflcl
of thl A.gl,t.r of Will', any of thl Zl Alvlnu. DI,trlct Offlca.. or by calling the ,plclal Z4-hour
an'~.rlng ,.r'llc. nu.b.r. for for" ord.rlngt In Plnn.yl'lanla 1-800-16Z-Z0S0, out,ld. P.nn.ylvanla and
withln local Harrisburg area (717) 187-6094, 1001 (711) l1Z-ZZSZ IHearlng I.paind Only),
0lJEtfION5t
Any party In Int.r..t not ,.ll.fl.d with the .ppr.I....nt, allowanc. or dl..llowancl of dlductlon.. or a",,"lnt
of taM Clncludlng dl.count or Int.r..tl a. ,hown on thl. Notlcl lU,t objlct within .iMty (60) day. of r.c.lpt of
thit Notice byt
--written protISt to the PA Dllpart..nt of Rn.nu., loard of ApPlals, D.pt. Z810Z1, "arrhburg, PA 1112&-10ZI, OR
.-.l.ction to have thl .att.r d.t.r.ln.d at audit of the account of thl plr,ona1 r.pr...nt.tlv., OR
.-app.al to the Orphan" Court.
ADKIN
ISfAAfIVE
tOAAECflDNSI
Faclual .rror. dl.cov.rld on this a"e.,..nt .hould b. .ddr....d In writing tal PA Dlpart..nt of Alv.nu.,
lur.au of Individual fax.', AT1N: Po,t A.......nt A.vl.w Unit, Dllpt. Z80601, "arri.burg, PA 171Z8-0601
Phon. (111) 187-6S05. 5.. pago 5 of tho bookl.t "In,tructlon. for Inh.r'lancI faM A.turn.for a AI.ld.nt
o.c.dent" (AEY-ISOI) for .n IKPlanatlon of .d.lnl,tratlvlly corrlctabll Irror..
DISCOUNT I
If any t'M due I' p.ld within thr.1 el) callndar lonlh. aftlr thl d.c.dlnt', dlath, . 'I'll p.rc.nt IS~) dl.count of
thl taM paid I. allow.d.
PENAL TV:
Th. IS~ tlX aan.,ty non.partlclpatlon p.nalty i, co.put.d on thl totai of the tax and Int.r..t a,.....d, and not
paid b.for. January 18, 1996, the flr.t day aft.r thl end of the tax alO..ty p.rlod. Thl' non-participation
p.n.lty I. app.alabl. in the ,a.' .ann.r and In the lh. .... tl.. p.rlod a. you would app.al thl tax and Int.r..t
thal ha' b..n ..I....d a. indlcatld on thl. "otic..
INTEAESTI
Inl.r..t I. Charg.d b.gln"lng with fir.t day of d.llnqu.ncy, or nln. (91 .onth' and anI 11) day fro' the data of
d..th, to the date of plY.lnt. fax.. whiCh blca.1 dellnqulnt b.for. January 1, 196Z b.ar Int.r..t at lh. rata of
.Ix (6~) p.rclnt plr annul calculat.d at a dally rat. of .000164. All ta... which boca.. d.llnqu.nt on and .ft.r
Janu.ry 1, 198Z will b..r Int.r..t at . rat. which will '1ary fro. callndar y.ar to cal.ndar y.ar with that rat.
announc.d by thl PA DIPart.ent of A.venu.. fh. .ppllcabl. Int.r..t ratl' for 198Z through 1997 arl:
~ Int.r..t Rat. Dalh Intlrut factor !!!! Intan.t R.t. D.lly In\arut Factor
198Z ZU .00OS48 1987 .~ .000Z"7
19U 16~ .aDOU6 1988-1991 llZ .000101
19'" 1lZ .000101 199Z .. .000Z,,7
1915 In .000n6 1993-1994 n .00019Z
1966 10:C .000274 19115-1991 .~ .000Z47
--Intatlll is calcullt.d .. follo...:
IHTEREST = DALAHCE DF TAX UHPAID X HUHDER DF DAYS DELIHQUEHT X DAILY IHTEREST FACTDR
--Any Notlcl l..u.d aft.r thl ta. blco", d.linqulnt will r.flact .n Int.rllt calculation to flft..n liS) dlY'
b.yond the dlt. of thl ..,.....nt. If Ply..nt I. .ad. aftar the intlr..t co.putatlon date .hown on the
Notlc., additional lntar..t au.t b. c.lcul.t.d,
f5'-/:AJ- 3
BUREAU OF INDIVIDUAL TAXES
IHHEAlfANCE fAX DIVISION
DEPT. U06ll1
HARA1SIURG, PA 17121-0601
cOMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
>/
-'
*'
11'.1111 IIU'IIl""
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-30-97
BRICKER
06"24-96
21 96-0755
CUMBERLAND
101
MURRAY
Allount Re"itt.d
MAKE CHECK PAYABLE AND REMIT PAyMENT Tvl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTE: To in sur. prope.. credit to your 8ccount, sub.it the upper portion of thl1 forll with your ,T''IC peYII...t.
CUT ALDNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
Rifv:i6Cij-Eif-AFP--ioJi:97i------....--iNifERIr-ANCE--TAif.sriifEHifNT-CiF-AC"Couiif-.ii..------------------.--
ESTATE OF BRICKER MURRAY R FILE NO.21 96-0755 ACN 101 DATE 06-30-97
TNIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF All PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 06-09-97
B49.69
PRINCIPAL TAX DUE,_________
..__~______..,. _.__. .___u_...
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
09-24-96
06-11-97
RECEIPT
NUMBER
AA146775
" REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
42,4B
.00
2,000.00
1,192,79-
AMOUNT PAID
~. 1
.. .....
. '-'
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
849.69
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN tl,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
R
.00
.00
PAYItEHT,
PolICh Ihl 'op p.rtl.n .f Ihh H.tlco .... .....It _Ith ..ur P.'....I .... P...bl. I. Ihl n... .... I..r...
printed on the ".'11"'. Ilda.
-- If .ESlDEHT DECEDEHT ..... .h..k .r _.. or..r P.YObh la, REGISTER OF WILLS, AGENT,
-- If HQH-.ESJDEHT DECEDEHT ..... .h.ek .r .on.. .r." PlYOb11 I., COHHONWEALTH OF PENNSYLVANIA.
- ICRll A r.'.... .f I I.. .n.lt. ..I.., -.. n.1 nqu..I.. on Ihl To. ..'urn. .IY bl n....ll.. b. e....lllln. ...
"'PoII.lllan far ..f.... of Penn"lv"'ll Inh.rll....1 .... E.I.I. T.." (.EV-I.I.,. Applle.llonl Ir. Iv.llobll II
tho Off I.. .f th. ..olll.r .f Will.. on. a' lho 2' ..venu. DI.lrlel D'fl.l. .r fr.1 lho DIP.rll...I'. 24-hour
......rlng ..rvlel nuoblrl f.r f.r.. .r..rln., In Pennl.lv...11 1-100-.12-2050, aul.I.. Ponn"lv"'l.
.... _I thin I.ell Hlrrllbur. Ir.1 (7171 781-80.4. TOO. (7171 772-2252 IH.lrln. 1....lr.. onl.l.
REPlV TO. Duo.'lon. r...r'ln. .rr.r. con,. I... .n Ihl. nollel 'houl. b. ...r..... I., PA D.p.rll...1 ., ..venu.. 8ur...
., Indlvldull T.'.I. ATTH. P..I A.......nl ..vll_ Unll. D.p,. 280601. H.rrl.bur.. PA 11128-0101. Phone
(717) 117-6505.
DISCIlUllT.
If ..., I.. dul II PII. -llhln Ihr.. 1'1 .11.n'.r ..nlh. "'I.r Ihl ..e.....I.. '..Ih. . flvl Plreonl 1521 .I.eaunl
of the tax paId II aUOlifed.
PENALTY,
Th. 152 II. .....1. non-p.r'I.lp.'lon PIftIII. II ....ul.. on lho 1.'.1 .f Ihl II' .... Inl.rlll 11'.'1.', Ind nol
PII. b.'.n J.....ry 18. 1.96. lho fI"l ,". lit" 'hi.... of lho ,.. _"" p.rl...
INTEREST,
Inl.r.., h .hor.I' bo.IMln. _Ith fI"l ... of '.11......"... .r nlnl 191 .anlh. .... .... III ... fr.. tho '"1" .,
'""Ih. ,. lho '.1. ., P."onl. T.... whl.h b.e.," .llln....nl bl'.r. J....r. 1. 1'12 bolr Inl.rlll ., lho rill .f
.1. (621 P.r.onl por """"" coleullll' .1 . ..11. n'" ., ..DDI64. All ..... ..I.., b....1 '"llnqu.nl .n .... lit"
J.....r. 1. 1.82 _Ill bl.. Inl.rl.1 II . r.l. _hl.h _III v.r. 'roo e.l.ndor ...r I. ell....lr '.1. _Ith thll rill
onnounc.. b. tho PA D.p.r'....1 of ..v..... Tho OPPlle.bl. Inl.r.'1 rll.. '.r 1.82 'hrough 1"7 .rl,
v..,. Int."ut R_t. DaJlw Int.r..t Faetar V..,. Int.r.u Rat. Dally Int.r..t Factor
19'2 202 .000541 1917 '2 .OOD247
1981 162 .000..3. 198'''.99. 112 .aOOlD!
1914 112 ,00U01 1992 OX . oaOZ47
1915 152 .000356 1993-1994 r.c .000192
1'16 102 .OODl74 1995-1997 '2 .DODZ47
....Int.,...t II caleuhhd al 10110""
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--An. Hotlel 1..- .ft" lho I.. b.e.... ..Il......n, -Ill nfllel ." In,,,..1 ..I..hllon 10 flfl..n 1I51 ....
bo,... lho doll of Ihl 1..1......1. If P."."I h "_ "'''r 'ho Int.r... .......'"llan '.11 ....... an lho
Hotlee, ~ttlon.l Int.r..t -u.t b. calculat.d.