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HomeMy WebLinkAbout96-00803 PETITION Hm PROBATE und GI~ANT 011 LETTERS 6',', ",-~ U'" " , .~.. I:.:I'/(/(C ,~r ~~,R!.ON.L" .IIARRIfl" also k I/O W1I as _,__ ____._____ No, .." .21,-,96 To: IJt'('('(Js('(J, Sc~(~;1 s~;,;;;:Ji,~- No,~02-2(j::'2..68)' ,____ " Kegbter of Wills for the County or _cGU!lB!"kI'~r.I_lJ.,,_. In the COlllmonwealth of Pennsylvunia The pelltion of the undersigned respeetfuily represents Ihul: Your petitiol1<'r(ll, who is/MXl8 years or age m older un the eXeCUI(lL_".... ",.. ..."".""..._..... nUlIled in the lust wlil of the above deel'dent, dated "_"_AJ!Il"!,~,U?'_,__._,,,,._ . "",__,,,_,' 19..9.3.___ und eodidi(s) duted ,,_.._""__._,___.. ....,_"'_"".""__,.,,___.____,_._..._,..,,___,,..._,,_~ -----_._-~~-_._~----~--._'''<--_._._...._~-~-,~-_._._-~'~~.,----,-~-~ -,---_._~---------_.-.~_..._------_._~--_.__..,._-~_...-,...-------.---- ~__~_________.__._r_.__.___.._._.__.__._____.._.._.._._ .-_,_,___~__.___.______.._.._~_____ (stille fl'lcvalll "irl'llrmtarl\.'('s, e.g, fCf1Il11l'!Utiotl, (lentil of C\CClltor, CIC,) Deeendent was domiciled at dealh In .."r,l1l1!~<J.r.~;1"nd..",,_,,___,..,__ County, Pennsylvunlu, with h er last family or prindpai ,,'sideoec ~I ,].5.!L,tlliItlUUd.dl.c.tJm_fuuIl4,..GatiWe. PA 1]013 ...Jl2.r.tlL1Iiddlc tOll...Io,wwihiIL, _" __ ____._,,_,,_,____~____ __,_,__._ (Ihl meel, 1l1l111bcr ilnd rHuncipalilY) Deeendent, then ___-..!i.8._...__ years of age, died ._,'i~'pJ;.!l\l!hM..l.9.....,_..__...._____, 19..2.fL._, at Car I isl e \1os p.lia1~_..c.arliB.114..l'A._ll.QL1..____._~,___,,~..__,____,,___. E.xcept as follows, decedent did not marry, lI'as not dlvorel'd and did not have a child born or adopted after cxe~ution of the will offered for probale; lI'as nnt the victim of a killing and was never ndjudicated jnl.:'omp~ten(: ~___~__..____~_,__~__,.._~__..___.___..____~ Deccndent at death owned propel'ly with estimated values as follows: (If domiciled in Pu.) All personal property (II' not domiciied in Pa.) Personal property In Pennsylvania (If not domiciled in Pa.) Persnnal property In County Value of real estate in Pennsyivania sitnated as follows: ...l;;O North Middleton Road. Carlisl~ PA WHEREFORE, petitioner(}) respectfully presented herewith and the grant of ietters theron, request(s) the probate of the Inst will and eodieil(s) Testamentary (lcSIl\mCIlIl\r~': ndmlnlslrntlon C,l.a,i adminIstration d.b,n,c,l,n.) " 1r u Ii '0_ '~f 0:" c "0.2 ~,~ ~~ 1r,_ ~o ~ ., Vi ~m"tJ/ V /luz,;u, EL D. HARRIS POBox 133 - ' Ha r pe r ll'l.illl.l~.AL...J5.lU..!l. _,_._ __~_.,.,_ '__'_'~____"'_H"__'___'_'___' - ..-------.-.-..-...--.------.-,------, OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF l'ENNSnV ANIA } . COUNTY 011 __CUMBERLAND _"__,~_..__ 1'8 The petitioner(l) above-named swear(s) or al'l'irm(s) that Ihe statements in the foregoiag petition arc true and coneet to the best olthe knowledge and belief 01 petitioncr(t) and that us personai represen- tative(1l of the abnve deccdent pClitinner(() lI'ill well a!ld truiy administer Ihe eslate aceor(ling to lull'. SI"vornto ,,01, ,Ilfl,,'.irme'd '"lIld SUbsc,'r.ihed,~" ..dh",.;'j""^/' '~"'!M0i?,!_..,,,____ '" bl.:'forc me this . 71TH. cia,,' of . . SAMUEL D. HARRIS ciQ' ~M)~~:~fi~[wf>L -fJ~1?!:~.~ I I if,~~-~~'~u-,..~~~~=-=='-'~=~=0 1 I C, - I ?, \ -- q go , :0 (t1 \P :TJ ('1:- ~ c' ;'~\ (,,-j I'n ""tJ t:l , '"';;J t.d f "0 \ ( t, I :.Il'- '" ,... .... 21 - 96 - 803 . . . clay or Oct(lbOI', 19'1Y. . ~Ii im' }j,-:~. ",:~ ",.t&"0_.j'''~JJ (}1AIIWI J, IIA. HL, :H(';nccl, ~(!'llod, publlelwd an<.l dc:olal'<!d by I~~l'lon J. IIIU'I':II\, the' above nlltnecl tu:.;i;flt.l'J x, ar; and 1'01' 110 l' LclG t WIIl arlll '1'0 a t alllon t I 1n the) preHencc of' UB, WIIO at hCl' . lloqllOU t I and In 1]('1' preoenco and III tilE' pronenoe of' cl1ch otllol' IHlVL' flutJucr':Lbod our name:} as wj tncs:)c~; horeto. ,#...5)",.",-..s~S.'H "- J.l_ ..._ II- Ii~;t '" // v~ ~tt:V' ~<-Lu!g~..zj 4~ ~~~~ jlY-A~~ ..4ec-e.,d :Z/i,t'l;z!;- .",~'-('f-a-J '~drZ.- .4)~<_L:. c..~ -<-<.."<7...J ---l"Ju" .4cCIht-,..L /./i.UJJ.I.O-1-7.-) ..~d':;- .L1->"t.,.L ?~.t, oy ,2,,1, / c; 9 ,'5 '7Y:>fi~<.""n.J j' ';;-;I.uu,v fJG>~ i . _ ' ~ ~ :r":l.:2' ~?r:::':' ;7t,:7 .dd - .- , '.{ \' " tL (,01 (q ". N Fh (/i L' , , Jll b {J) Fi~ 8 0:. (.) . c.,.1 I.: .. V~ -, (}~ , . (,,') CI., 1'- I'! e~1 './1 " l~! 'J'J ~... il} tx"; ~:h GO cc co"'~~~:r;y~J\\Or,f,!'JmMAN" HARRlsRB~~.1~A 1~\28-0601 r)!.) 'I INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS t1 FOR OATES Of DEATH MTIiH 12/31/91 CHECK HEllE Ir A SPOU~;AI. II eOVFnrY_Q.B.liQlLl~i ClA!M.UL-l_l____. FILE NUMBER HEV.1S00EX t{7.94) C P ~ ~ NAME R D Marcus A. McKnight III , Esquire ~ ~ TELEPHONE NUMBER T 717-249-2353 1. Real Estate (Schedule A) 1 2. Slocks and Bonds (Scheelule B) (2) 3. Closely Held Stock/Panne,ship Interest (Schedule CI (3) 4. Mongages and Notes Receivable (Schedule 0) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E) (5) 6. Jointly Owned Property (Schedule F) (61 7. T,ansfers (Schedule G) (Schedule L) (7) B. Total Gross Assets (total Lines 1-7) 9. Funeral Exponses, Administrative Costs, Miscellaneous Expenses (Schedule HI 10. Oebls, Mo~gage Liabilities, Liens (Schedule II 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line B minus Line 111 13. Charitable and Governmental Bequesls (Schedule J) 14. Net Value Sub'ect to Tax (Line 12 minus Line 13) 15. Spousal Transfers (for dates of deeth afte, 6-30-941 See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M,I lB. Amounl of Line 14 texable at 6% rale (Include values from Schedule K 0' Schedule M.) 17. Amount of line 14 taxable at 15% rate (Include values from Schedule K or Schedule M,I lB. Principal lax due (Add lax from Line 15, 16 and 17.1 19. CreditslSp Poverty P,lor Paymenls Discount Interes, 0.00 + 0.00 + 141. 2l 0.00 20. If Line 191s g,eate, Ihan Line 18, enter Ihe dllference on Line 20. This is Ihe OVERPAYMENT. [AJ D ICheck here If you .re requoetlng. refund of your overpayment. I 21. If Line 181s greaterthan Line 19, enlerthe difference on Line 21, This Is the TAX DUE. A. Enter the Interest on the balance duo on Line 21A B. Enter the tala I of Line 21 and 21A on Line 21B, This Is the BALANCE DUE. Mako Chock Payable to:!!.!Jllster of Wills, Agont ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ Undol peMltlos of perjury, I declllrathatl have examined this reMn, Includln91lccompanyll'll] schlldules and stalements, and to tho bast of my knowledgo and belief, Ills true, corroctllnd complete. I declare that /III realuslale has boon reporled al tlue ma/kat vlllue. Doclaratlon of pre parer other than lhe personal rftprosontaUv8 Is based on aU Infmmallon of which preparer has any knowllld{lo. CAB H P L E PO C R C K 0 K P 5 21-96.0803 COLJNTYCOOE YEAn NUMBER D E C E D E N T DECEDENT'S COMPLETE ADDRE55 750 North Middleton CurllAl e, PA 17013 Road DECEDENT'S NAME(lAST, FIR8T,ANO MIDDLE INITIAL) Harris Marlon J. SOCIAL SECURITY NUMBER DATE OF OEATH~ATE~iRTH 202-20-2683 09/19/1996 03/22/1927 County Cumberland (IF APPLICABLE) SURVIVINQ srOUSE'S NAME (LAST ,FIRST AND MIDDLE INITIAL.) SOCIAL SECURITY NUMBER AMOUNT RECEIVEtJ (SEE INSTRUCTIONS) 0.00 U 2. Supplsmenlal Relurn D 4a. Fllture Interest CompromIse (fo, dales of <leath alter 12- 12-62) []] 8. Oecoderll Died Testate D 7. Oecedenl Maintained a Living Trust (Anbch co of Will) (Altach a copy 01 Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, Remainder Return (tor dates of dedth prior 1012-13-821 Federal Estate Tax Return Requirod TOlal Number of Sale Osposlt Boxes X 1. O,iglnal Relurn 4. Llmllod Estale 05. o 8. COMPLETE: MAILING ADDRESS IRWIN, McKNIGHT & HUGHES 60 West Pornfret Street Carlisle PA 17013 ,0 R E C A P I T U L A T o N None None None ~2 ,121. 81 2,852.81 None (8) 65 ,971" 62 (9) ).6,639.79 (10) 2,264.38 (11) (12) (13) (14) 18,904.17 47,070.45 None 47,070.45 (15) 0.00 X (J. 00 (18) 47 ,070./,5 X .08' 2,824.23 T ^ X C o M P U T A T I o N (I?) 0.00 X ,15' 0.00 (18) 2.824.23 (19) (20) 141.21 0.00 (21) ( 21A) (?oIB) 2,68~ 0,00 2,683,02 SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Samue 1 D. Harr i s jJ .. III P.O. Box 133 ~lj,(,Lrd' L'.J. /'J.!.1i'c'<" H;i':pe-r-s~jH';;--AJ: ...:iso-is........ ..-...........-- .j~GNATUREOFPR7~AREROTHERTHANREPRESENTATIVE IRWIN, McKNIGHT & HUCHES ( ; l4\ ,.'~, t'-__ 60 Wost Pornfret StnlOt . c~ig~~.;'~;m9l~llwalltOIlI>'cpSYutenl!l,I~c. CllrlfS"io-l" .rA- -"i 7o-f3- .......-.. ..w. .~.. - -". -.""" -. U DAT I) / ~ ., "i ~ For~(Rnv,~ Act #48 01 1994 provides tor the rf;!ductlon 01 the tax rates Imposed on the net value of translers to or tor the use 01 the spouse. The rates as prescribed by the statute will be: 03% (,03) will be applicable lor estates 01 decedents dying on or after 7/1/94 and before 1/1/96 02% (.02) will be applicable lor estates 01 decedents dyln9 on or after 1/1/96 and belore 1/1/97 01% (.01) will be applicable lor estates 01 decedents dyln9 on or after 1/1/97 and betore 1/1/98 o Spousal translers occurring on or after 1/1/98 will be exempt trom Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESrlONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. felaln the use or Income of the property transferred, . .."".... , ,..,.", ,', '.'" b. relaln the rlghllo deslgnalo who shall use Ihe proporly transforred or lis Incomo, ,,"" ,'"";,, c. retain a reversionary lntere~l; or , , d. receive the promisa for Ilfe of either payments, beneflls Or care? ,.'. , " . , '.,."",'. , 2. If doath occurred on or boloro December 12, 1982, did decedent within two years precedln9death transfer property without receiving adequate considoration? II death occurred after December 12, 1902, dId decedent transfer property within one year of doalh without receiving adequate consideration? . . . . . . . . , . . . , , . . , . . . , , 3. Old decedent own an 'in trust for' bank account at his or her death? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0 _. '? 0 .!!J fV) ,-! ~::: c.. I l"- N I c..J U! ,.. n ...." '-' 0 ~Ji (J Qj <0 lUCC P' 0: l-: <( ",D. .1 ;') ",~,q ill (3 Copyrhahl {e) 199~ frnm 8oftwllro only CPSyalatns. Hie. x x x x x x Farm 160D (Aev. 7-e'l Rev. 1509 EX t (1Z.88l CO"'~~1~4~(~~!hYANIA SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Marion J. Harris Joint 'ononl(.): S811 202 - 20" 2683 9..9/19/1996 FILE NUMBER 21-96-0803 --- A. NAME Samuel D. Harris ADDRESS P.O. Box 133 Harpersvi11e, AL 35078 RELATIONSHIP TO DECEDENT_ son B. Wanda F. Raudabaugh 130 SME Shippensburg, PA 17257 dsughter C. Jointly-owned property' _. ITEM LETTER DATE DECD'S DOLLAR VALUE OF FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE NUMBER JOINT % INT. DECEDENT INTERES TENANT JOINT OF ASSET 1 A, B 04/1983 Farmers Trust Company, 8,558.43 33,33% 2,852.81 checking acct. #986011 (coni. attached) , . , - TOTAL (AI,o ~nter on IIn. 6, Recaoltulallon) ~ ~2.B T (If mo'e 'pace I, needed, Insert addltlonal,he.I' of 'am. sl,e.) Copyright (e) 199~ formaoftwlrl'l only CPSystl'lm" Inc. 1 Porm 1500 Sch",dulll F (Rev. 12'.66) o -J +:>0 o <..0 <..0 -J m " . , . . . . DEPARTMENT OF TRANSPORTATION CERTIFICA1"E OF TITLE FOR A VEHICLE 'i';~ .~~ , "5-1'" ;'j rm.,"'(.:.:i;\' ...l;JC.ln:~...;z:.;.r..AJAl'~I1.'I..'.~-~-L- '~ . . ,J . fieQlmE~~D CM'NH1ISl HAR~ON J HARRIS ~ IRWIN MCKNIGHT & HUGH 60 ~ PROMFRET STREET CARLISLE PA ~7013 j ! nnsr LIEN FAVOR OF I , !! 963040060000690-001 1G1JC144XN7257642 92 VC'lICU:IOEfITIFICi\TlI.JI~mIMl\tFl YClll1 1 I I , 000'1' TYf'f. oue SEAl CAP "J110nHHES/ATE I 11/04/% I I DATE I',A TlTl.I:O OAlfOF tSSUE UNlAOe'IW!:I(HtT j I If FlRST.tIEt,NRElEAflCO '\, DATE ;1 F;\Y i'\UTH01ii!lloHEPReSENTATNE- ~'lLCl(~"""!:i"":IUAII:,....._._---- ~"\IUNO ADDRESS MARION J HARRIS % IRWIN MCKNIGHT & HUGH 60 W PROMFRET STREET CARLISLE PA 17013 t corllly 115 ofU>o dUll, 01 iB~\JIl, 1t1l1 0111<;'011 rDeom_' o! Ill" Punll~yi'lal1la Dcpl\lImonl 01 Trnn6pOrl~liOn mH/lcl 1/11\1 lhll ptJr1on(!j) or company n/lmmJ M'lIln 111r>o lawlul OWOOf oflho,/lktYClIlClo '" '" ..:!.lli!.. cdl'....WflF {H' I>~"~ml M;',""WilCII:W10M>1 Sl(:'r~ IN FRESENCcOr- A i:''";~,'i.:;Y TheOO-l&'I\.I\jhl'<!~'fl'Y"',l""JrpJ..:.II'C"",,,enfl,r'c.ltn,,ll'H&1olt1wk;llIlII1."r'M'J dl""". 1l,b~)cl III Ir,.. mn,m(',al>:;lIt &r~1 ,)It-m ""J,ll ';""1'1 ~~I 10.11, r.w., ~._____~!~~!..!.!!~:':":.!l!.!!!.~!!IT"""It!lrl ';~"II" CHEVROLET 457lf6BDb01 HA mll:'IU~IfJ(n MAKe,Of Vf;HICLC o:o:~,,~c~~~6 I ~~MOM?E~71 o OOOM STATUS OVWA OCWR I llTLEllnANDS ODOMr,'IERSTATUS 0- ,l,CTUI,tl4f,1,(lf: l"f,4/I.HUEExCEE051"Cl.leO'Alllc'o'l ~l'IIm '~~'W~IlE),qL 3 - NOT THE ACTUAl,'~~E.'4( .(JOOME ll'R \l~'PERING ';'t~lnrn, ~ - !~EMPT mOM OOOl.lllHI PlS<~tO~UI1E 5ECOOO WEH FAVOR OF llTlEBRA S A-........nouI''r'ElllClE C-Cl.ASSlCytHIClE P - OIJTOI'COUIOn'( .~. O-ClRRlIfl,I,Ll.VMI'GO,FOIINON)lS OlSlRIBIUlON f" II_ UIR1ClJLTUl\Alvt:~Klf. t.. tOOCllNClytHlCte J p.. FORM~RlV ~ POlIC:pE '~1IClf R" RECON!lTRUClIlO s- !,lRSE1ROD T-flECMIlEOnlEnVef\ICtE v.. '~I'lCle CONO,INS ,,'Sf,UH) WJ ~:~~~~II;;~.r ~ ~.. , \ " a seC':'1ld Iwmholdllr L~ Ilstoo, 14l0n satl~"'\OlIon 01 IhI! IIllIt lion, tho "illl, ~~nr.o~or nll/sl lOIWllm Ihi~ TiilQ 10 Ilia l:lll(~au QI Molor Vutnclo, wlll1.1t>ol IlllprO!'M'lIIlo lorn1and 100, (VOl' SECot.lD WEN ReLEASED .,...,....~.... OAff .......:IlCij av MJTHOAll~D REPRESENIMIVE --'..,~' ,";"':'..', ;\, .~. '\: ,~\ ,) , ......,..".,<.'!. "" ." . .\. >.;.....< \. ~;. .1,\; ~8RADL~Y"L MALLORY Wtolln IPIV\1!'W,110f 101141 w~rI 8 CO-:1WI\I!t, 0lI"0l1 1IWI'r"'-" IlK)"!!", tI\~c~ 0<'0l n/ 1I011Hl uoc., II ffi bloc. 's Cl~."", 1,O~ .,,11 be ~uod III 'roo.arlllllrl C(~!\InYI' A 0 .k~,,1 l8n.tlnta wllh AQh! "I 5u,vMlrlh(l(On oo,llh 01 O/'Wl OWf"Olf, 1IIIe l)),,!1 101h6'''''''''1'o(j{ffl'1ol1\ 8 0 TfMI1IS on COl]''Mfl (on oo~lh 111 l'f"OI wm", 'nWUI ", OOCC8M<l ~r go<I, 10 ~'. o. i'<l< t'wfot,. ('# ~"t.lfn gil: 11/15/96 Ill:>] U~H" LD[ IT NDl.IE~1 0 c~~___ ".." Members 1st Feu !;1Il[f.T P.o. Box 40 CITY Mechanicsbur2: ~']APA lIt'J [JAil ,,,. 17055 ~ [] CHfCl\ u.)~ . ~'~l~OND l.I["llfI'~i r!r II '~AJ.'[ !:TIH:CI ,1M, ...: " ,~ "~ :Ili )'", ""'\\I -1.1,* t.~: '~II ~. L~ '\':; JIll .Ji '. ".\: -, (TYPE 'OR prUNTi Cm1iHr.Allo Of' lil18 must Ill) blJbrnitted Wlthirl 20 ;ldY~;.' unit!!>!: UlIJ purdlill:tlr IS a ru~)i!,tlJ({)d dOilluf lIoklil1lj llm vtillldo lor f(l!i<.lll), 'A-O ~NI-NQ' ~, :F[Df AAr.~ 1ii'A"'f/'T~Hf QLJln~r-1 f IAT "\'?'Jn1tiAi C1I1f;;:li[F;;.GT1Nf,15FfNfCfK5fTW111f.'filI nWiCf'Vf of oOWi-IfA51 (IP".fAiliITr; !~ ,'''' ~Io ~OMpl!i.llJ2e flnOVltllN(J A f~ (lLf~l"ill:lJ,-NI MfoY f1f'jtLll_I!1.fINl'~J A!:m{Q!J.ft..U>rIt'JmlMl N~ ..:":-..:.~L~~,-~~~ { .. 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':. \'.I.\f1tJIWl On',lIh"!M d",:mr"l...cy 1 1I'Mllurtl\+Jr ~m1lly lhillll\a >'1'1<1<;10 '" Ile~ nl ^"Y Ol-'Kvm~rn'.-.:.~ I\lkl nIM aw"",!,~"P I~ I..rnb~ l1af1tf~(t""'lnll~ l"'I'lonta\ or lhn <ltaI9! ~FIl!-'{I' .., -.. ., ~ SUBSCRIBED At~D' SWOflN', TO BE'FORE'. ME: "., "," ',1') Z '1,\,".,':'.'" nAY ~:Y[)'fi "I I" ,t ~ -~ ~.' U.! , 'fi , \. ',' - ~q'-;.Iur;["';f t{~".~,' ~1>""i'~l["""1 (1.t>t' ' ,: . :'.':_~ I -'.~''', ,j" I '0' ,.\: ! ' '.,' ,-",.', , ," I;.', .1' ~'r ' I': ,~\': ')1;:; S6'~6Y-~6~~~fz-i::ci~ (#,'s~~sTb;N'~'dl::': :':;'TIN 'PRE 5ENC(OF-.ti':NOTARY' 'AND i!{). ,\.',;,P.Y~9,~1~$EA'5~l/lI~EIS USTE,b"{ ,i'o., '. ':,. ANDSELLE~.IS,A DEALEH ." ' ,. . '., \. '., ,. ...., :',.:" "," ~, " '--".'---iiij--W:l.l,dwoo'd ,Lane "-~_. 'i; ~ -----!i.ewvllle .,C -~~-~-- -----. I'A '--~~:'---17-'2. II-l-~-j:''iiiC;;;:,Tf.i",;( 4400.00 ----~--~, " . ,",' , . f\HI(;"...~fr,r,"mUlJ'll ,'.'" Cf},P'}Hq'l.~el\~r)IjAIIJIl( "':;,1<>'. ,,'.: '.' ---.. .c4;;/}j/'22,;,W~{ , "'nllj~~IUIl(r)F co.;,uU:'J! f'VfH;fWiUIC)";lJ,l.... AIJ511.1(f,.';'I"',<(- 'cO-PVfli;IIA!~~ " ,<;lnHT '~('Dn~s'\ '~ .: I ~' 'l:.-' , Clrt.,:'-" -!11~1~ , ~ ,., Zln" \.,'- '.PuncIIA.sEI'flICE . en CI~I f\JIlql'.~F." ~'<1I1'\l'J"E . " t., -, ~.. , --. ' ca,pun':f(M[>\~>GP<~l\}"f ," " 61Q1lAIUflEOf~H,(1\ - ..' PlIIIC\-iA,\[1l Ofl flJ~l' IllJSINCg~ NAM~ ' ,C'0-Pl.rll01~S['Fl ~lm,n _ mO\1[% n, '." ,,' ,.;., C,' - . cn''i toTAl!: Zlf'.' P\lf1C!\Astrll'CI, 01'10111 '" ,', PlJlICfl~Sfll SI()II~I\JnE ' 'C0.P\ll\Cf"SH\S,m.~rur1E ~. :'~!~ , ~. ,~: ~,~.:',: 'j '. ,.;'-&rll;'Al\'n~ Of ~~UEn , ~ ' PIIIH;II";[n 0'1 FUll l\ir,lIii:5f. f''''~'r. ' CCJ,I~,I1I:"A ,f. II ~IIIHl AfJ[,fl[5S (:11"1 '~lA,i; liP 'f'lJROI....~EI'fiIC[ on!!'fj Nrn':f<AUA~1'llt"HIfIC ' l'uTET;;\';]~rr.i~ C.'.f>'lHCl(....~;rll MlIr,T L~tlL!tl1!tLL'LI.J.ll:.flltlr r.().I.unul~~ul ~'("J~hJnr. ~"i".,,;qC "f "1..1 f II C. DCIiECK HERE IF.APPUCATION FOR DEALER Trn,E'AND COMPLETE SECTION D, TiTUNG FEES $...c.~'::' , ':.1" r "..".,',1 1I-111r"I''i''ir 'I~'H f'l:'l" ~ , ~'I'" f: ... -", .~ s: I '" '" .~ 2! ,:&{ .", '0 >: :;t '..(J) 111 '~I 'm i:: .c- "vi .1,.--1 ;to .m .">: ".0 .\ :~ I :~ .in -~ .'.~'O ,:< '~~ .'\~ '->: '.~~ I:tri 'i:.-n' -:0 :1Jl ,~(~ ':.~ '0 ,,~-n "l.':t> :,->: ,:0 '-:"1'1 ".'" .;-,() ;:g: ::~ ";0 .:~ ,.g: "8 "6 ,. .D .i:; .~ '" i ;;: :tl ~ \2 ;! f" ",', ,,',\,1\: ::'" ~" .- ,,'1 ~h;!; ... '" . ..: N ~ ... ... d~l ,i ! J ~!!l Q Q . . Q Q .~ S ~ 00 ... . 00 ' ~ ~ ~ ~~l Ul'o'l .... ".....o'l I>i ~.n: ~ .~ ~ B ~ 1M; ~ ~~ ~ ... <II 0.... ... .Irl 0 " ~ . ~::':lJ) 0< '" ~ ... I>i~ ~ ~ ~ I i I I . Ul ~!j J>< 1 , , , ::':UU ., , . ., t ~~J><O~ Ul~lJ)::': ~ ;~= Q .... ~ ~~ 0 0 :S;:~~lJ) . . 0 ... ... ... . .... 00 " III t~ <II Ill" .... .... III . . ~ 0\ ~ 'iJ ~e U U ,"" f~ ,"" ~... . . .... ~ "', p., lJ) !l !l' " Ul " ~ <II .... III g UI'lU ~i '" l! e'~ N '... '" Up., ... ..... ".... I'l .... '" ~ml-4 I ... N .... ..... I I I . N ... ~ . . . . UUlU!I: . . , . lJ)Ul~PoI " .,. .... " " ~ ~ III " Sf . ~. .~f .., I g fi ....:> <II .", . ~a'~lHI i Ul S'nl &.Irl " .,. I'l! ~ ~ "" .Irl 0 ~ ... U UJ 4) en. N U a~~~~ .. ... I I '" .. PoIUlPollll i N ... I ... ... I I I I I ... '" I ... , . . . ~ N III 8UAUlU ... I . , . , ... 0 PoI~PoIlIl Inventory of the real and personal oslate of MAR JON .1. IIARIU S ....u_._..~_ "'...n'...'___ deceased ._m"';,:;:-=;:;;:';:;:':::::':::::-':;;:;;;:;';":':'::::~:"-'':_=::;;::;;;_:~~:-==;.::;::.:'7.::'::;::;;:=:-:;-::-=-_-=;:;;-.7-"= 1. 750 North Middleton [{oad, CarlJHle, North Mi ddleton Township, Cumberland County, sold 10/2J!96 to Robort I.. Folt?, Jr. . . 41.000 00 2. Carlisle Propane Company - Refund. . . . . . . . . . 80 94 3 . 1992 Chevrolet sold 11/15/96 to William McCready, Jr, . , 4,400 00 4. Farmers Trust Company - Certificate of !Jepoa it , . . . . . . . . 1,454 90 5. Farmers Trust Company - Certif lcate of Deposit 11100692 . , 6,974 72 6. Mellon Bank, N.A. - Growth Certificate 110-1l13413 , . . . . . . 8,680 04 7. Miscellaneous Household Goods. . . . . . . 500 00 8. State Farm - Manufactured Home poUcy Refund . . , . . 13 54 9. TV Cable of Carlisle - Account Refund. , . . . . . . . . . . . 17 67 tOTAL. , . . 63,121 81 ~~ ~ :0 "' n rr " () 0' 0 -, ; CJ ,q t=.i , , rn I;,;> t::l '. , (I " .., 9 , ( " ,. 1:0 \.oJ - ;8'- c; 0 ;;< - Cl ( COMMONWEALTH Of PENNSYLVANIA COUNTY OF CUMBERLAND s,~ SalllUlI] D. IInnL" boing duly ~ _~_,~ HWfl,rn., ,. according 10 law, dopo.os and says that ho "JB_ .t!l!! ~.~'.~.__~m , ., .___' ._IC}{e,,,u,tor___~ of tho Estato of Marion J. lIan.!~_,..~____~_,..~ loto of" Noyt,hHJddleton TownshIp,___.."...., Cumborland County, Pa.. decu,ed and that the wilhln Is an Invontory mad. by., h:l.ln,____".. __,,,_. ____'_, the iaid_..J~!5!!!:.y1.o..L._,_,.__ of the entiro estate of said decodenl, consisting of all tho porsonal prop.rty and r.al .state, excopt roal estate ouhide tho Commonwealth of Ponnsylvania, and that tho figures opposite each itom 01 tho Invontory ropre,ont It', fair value as of the dalo 01 decedonl's death. Sworn .ubscribed before me, -d'auUilL 1)~;!jUA-U' _';';-XEC:'t./~/2.. S8nRlcl D. lIarris Exe"t., . l\lIIn<iJlillul.ll< p,... 0__,,,, B~'5....!lL___ \ [ --.-"..-- tJc,\:1rbIRN11 J(iCq,lll",I,in," ,I, ,I -\1 d''',''!''', "",IIQt I" Nr 'ICl.ry PU',b,'i,C, Cnrllslo HOli', Uiil,~.,'rt!lid County My CI)fTlfl'lEi';I(JfII_l.plro~: l\u~J, 14, 1!::(1~ ~~, f~fir'l'By~tv~ft~;;"V"'i!'lllon OiNOiillies Death _____.J.~___________n._.___,_Q.9~._._________ Hat'1'-crs'{tLl~1...3507 8 Addro" D.y Month 1996 Y.,r Date 01 INSTRUCTIONS I. An inventory must be Iiled within three months alter appointment of pellonal representative. 2. A supplement inventory must be filed within thirty day. of discover'y ef additional asseh. 3, Additlonal,heeh may be attached as to persotlalty or realty 4. See Article IV, Fiduciaries Act of 1949. :a Ul " ffi ~ B H .,; !il IJJ II> 'S ~ '" ~ < Ul l:l ~ "' 0 H 0 ~ co ... Ii; ~ ... ~ c H 0 g 0 <lJ C lI\ ..... t' El I IJJ <( IJJ H ~ l,(> jE 0.. 'tl ~ 0.. . E ..... ...J U. 'tl ~ eJ '" z 0 0 I ...J ~ . it! 0.. .-< W U. -< >-', ,I-< = u N > 0 0:: ,;.. <lJ -< ~ Z S .d . bO Z 0 r: C ... = ~ " V'l Z I-< I-< tl f;:i 0 <( -< ~ 0 "" Z "" z ~ 0.. "l;l r: ~ ..... ;: 0 <lJ .D "l;l ... ~ E 0 .. c ~ u it 0 ...J () '" COMMONWEALTH OF PE~~SYLVANIA DEPARTMENT OF REVENUE /''; /Y '/ BUREAU OF INOIVIOUAL TAXES 1~1!I Rl1ANcr lAX IlIYISION III III , ?BOllOI IIARRIS~~RG, PA 1/178IJhol NOTICE OF INHERITANCl TAX APPRAISEHENT, AllOWANCI' OR OISAtlOWANCI: OF DfDUCTlONS AND ASSESSHI'NT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN [~~~::::~~~=t=R~:~tj~d~~.:_:=~3 MAKE CHECK PAYABLE AND ~EMIT PAYMENT TOI REGISTER OF WILLS CUMBERLANO CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ilEV: g,'-'j - E if -A F P- - (03-:97")' -No Yic E - -of: - YNH Eil iT ANc E - Yi. X -;iP' PRA- is Ei.fENT ".- -A [, row A'tfc E -lili - - - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARION J FILE NO. 21 96-0803 ACN 101 MARCUS A MCKNIGHT IRWIN ETAL 60 W POMFRET ST CARLISLE I II ESQ PA 17013 ESTATE OF HARRIS TAX RfTURN WAS, I X) ACCEPTfD AS FILfD RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Sohedule OJ 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule OJ 5. Cash/Bank Deposits/Hieo, Personal Property ISchedulo ~) 6. Jointly Owned Property {Schedule FJ 7. TI-aosf.ra (Schedule OJ 8. Total A$sets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm, COlh/Hisc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens <Schedula X) 11. Total Deductions 12. N.t Value of Tax rceturn 13, Charitable/Government.l Bequests (Schedule J) 14. Net Value of Est.te Subject to Tax If an assessment was issued previously. lines reflect figures that include the total of ab1 ASSESSMENT OF TAX: 15, Amount of Line 14 at Spousal 16, Anaunt of Lin. 14 taxable at 11, Alllount of line 14 taxable at 18. Principal Tax Due TAX CREDITS: PAYHENT I DATE 12-13-96 NOTE: rata Li~a.l/Class A rat. Collataral/Class Brat. RECEIPT NUHBfR AA184954 DISCOUNT I') INTEREST/PEN PAID I-I 141.21 (91 1101 III 17.1__ 131 (4) (S) (6) 171 03-17-97 HARRIS 09-19-96 21 96- 0803 CUMBERI.AND 101 I CHANGED 41.000,00 ,00 .00. .00 22 , 121.81 2,852.81 .00 IBI 16,639.79 2,264.38 Illl 117.1 1131 1141 ~ Sl.r,~ ,.:~~" (f.: "I ~~~~~~ .~!"V;<t..';ftv. ll1.ll.1 II .'~ III HI MARION J .00. X .00= 47 , 070 . 45 X . 06= .00 X .15= IlBI AHDUNT PAID 2,683.02 -- TOTA~ TAX CREDIT ------ BALANCE OF TAX DUE -----~- INTEREST AND PEN. TOTAL DUE . IF PAlb AFTER DATE INDICATED, SfE REVERSE FOR CALCULATION OF ADDITIONAl. INTEREST. DATE 03-17-97 NOTEI To insure proper credit to your account, submit the upper port 10n of this form with your tax payment, 65,974.62 18.90417 47,070.45 .00 47,070,45 14. 15 and/or 16. 17 and 18 will returns assessed to date. .00 2,824.23 .00_ 2,824.23 2,824,23 ---- .00 .00 .00 IF TOTAL DUE IS LfSS THAN ~l, NO PAYHENT IS REQUIRfD, IF TOTAL DUE IS REflfCTED AS A "CREDIT" (CR), YOU HAY Bf DUf A REFUND. Sff REVLRSe SIDE OF THIS FORH FOR INSTRUCTIONS.) (15) (16) 117) RESERVATION I PURPOSE OF NOTICE I PAVHENTI REFUND (CR): Il) 0'1 ,,"} C) t:: <.Q ..... n~ :/~ 'Ill rc t; _Il! :';;) ei.tate. of d;cedll'lh~~ 01'1 or before Oeclmber 12, 1982 ~M 1f nny futurt interest In the .state h transferred tn pOlleulon or enjoYlllent to Clau 8 (oollateral> beneUahrllll of tht deoedent after the .)(plraUon of any estate for life or for y.ar., the COMMonwlelth hereby e)(pre'llY reslrve. the rIght to appral.e end a"I'. tran.fer InherItance TaKaS at the lawful Cleu B (collaterlr/l> rat. on S!w auch future lnt.rut. To fulfill the requlrl.ent. of Section 2140 of the lnherltaroe and Estate Ta)( Act, Act 21 of 1995, 72 P.S. S.ctlon 9140, Detach the top portion of this NotIce and subnllt with your paYlllent to the Register of willi prInted on the re~.rse .ido. nHake check or lllonAY order pnyable tOI REGISTER OF HILLS, AGENT A refund of a taK crenit, which was not rtqulllted on the Tax Return, may be requlIsted by oompletIng I'In "Application for R.fund of Pennflylvanla lnherltnnce and Estate T8x" (REV~1313)' Appllcations are available at the Office of the Righter of \01111., any of tl"l 23 Revonue Ols',riot Offic81, or by calling the .pecial 24-hour aOlwerlng IOrvloe numbers for forllll oreorlngl In Pennsylvania 1-800-36?-2~!i0, ouhldll PlInn.ylvanla and wJthln looal Hnrrlsburg aru (117) 1&1-8094, TOOII nU) 112-i!252 (Henrlng llllpeiret/ Only), 08JECTIONSl Any party In Interest not .atl.fied with the apprnIleMent. allownncG or disallowance of deduotlons, or a.ses.~ent of tft~ (IncludIng dl.count or interest) 1'1' shown on this Notloe .u.t Object within sIxty (60) days of receipt of this Notioe by! ADHIN ISTRATlVE CORRECT IONSl DISCOUNT I PENAlTVl INTERESTI --written prote.t to the PA Department of Revenuo, Board of Appuls, Oopt. 2810i!1. Harrisburg, PA 11128-1021, OR - .ohctlon to have the lIlatter determJned at lIudJt of the account at the perIanal repreS8rltatlve, OR --appenl to the Orphan,' Court. faotual error. dIscnvered on thIs a..e....nt should bo addr.ssed In writIng tOI PA Depart.ent of Reyenu.. Burlau of Indlvldunl Taxe.. ATTNz Post A..o....nt RevJew Unit, nept. 280601, Harrisburg, PA 11128-06~1 PhonM (111) 7&1.6~D5, S.e page 5 of the booklet "Instruction. for Inh.rltenc. Tox Return for a Re.ldent Decedent" (REV-)501) for an explanation of adMinIstratively correctablu errors. If 8ny t.x due J. paid within three (3) cal.ndar ~onths nfter the decedent'. denth, a five peroent (5%) discount of the tax peld I. allowed. Th. 157- tax aMn..ty non-partIcipation penalty I. COMPuted on the total of the tax end intere.t a......d, and not peld bofore January 18, 1996, the flr.t day efter t.h. end of the tax a.nuty perIod, 'fhil non-partlolpatlon penalty I. appealable In the .~.. Manner and In the the laMe tiMe period a. you would appeal the t8X and Jntere.t 'that has b.en ellullld III Indloated on this notlu. Intere.t iii charged beginninG with first day of delinquency, or nine (9) Month. and one (1) day frOM the date of deeth, to the date of paYMent. Texe, which becallle delinquent blfare January I. 19&2 bear Intlre.t at the rat. of .Ix (6%) p.rclnt per annUM calculatod at II dally rate of .000164. All taxu which beca.1 delinquent on errd afttlf January 1, 1982 will b.ar Interest nt a rate which will vary fro. calendar y~ar to c8lendar year with that ratl announced by the PA Depnrt.ent of Revenue. Th. applioable Int.r~st rate. for 1982 through 1997 arel '!!!! Intlre.t Ratl Daily lnterut FtlOtor ~ Interut Rate Dally Intere.t Faotor 1982 20:': .000548 1987 9:': ,OO02<<i7 1943 16:': .000438 1~88~1991 11:': .00030l 19a4 117- .000301 1992 9:': .0(10247 1985 U:.: ,U00356 1993-1994 7% ,000192 1986 10% .000274 1995-1997 9% .000247 ~-Interl.t 11 oftlaulllt.d .. followlI INTEREST. BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice I..uld Ifter the tftX beco.e. delinquent will ref teet an Intlre.t calculation to fifteen 111l dlY' blyond thl dat. of the a.......nt. If paY.lnt I. .adeafter thl Intere.t cOlputetlon dati .hown on the Notice, addltlonaL lnter..t lust be calculated.