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I)ETITION J!OI( PROBATE lIud (;!(ANT 0... LETTEI(S
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RegislL" 01 \\'(lls 101lhe
('Ollllt\, 01 (_'umI..J(.'I.At.'1 r'_ in till'
COllllll(Jt1\\'l'illl It of Pellnsylvania
The 11L',illoll 01' IhL' IIlldelsiglled lespl'e1l'lIl1y Il'llIesL'lIts Ihlll:
Your p('lltiolH'r(~), Wllll Il.,/Hl~' I H ~'L'a,... (11' agt' ur (ddl'l' HIlII1l' l''\Cl'IIL,
III the IllS I lI'ill 01' ,hL' ahme dL'eL'delll, dalL'd .. I'}" 'I ..:;'11, I'iYX
lllld eodkil(s) dalL'd
/{W\/1.Swtd..J: IllllllL'd
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hWk H'Il'\ dill rill'lI!Il"lillh:l"ls.g, 11'IIUIIl'iiitinll, 1I('illlI or l'\l'l'\I[llf, l~ll'.)
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()c('clIdCllt \\us dOlllidlL'd al death ill _ (._'~l'~.h,',-lufl.(/
lu,;.~r: .,.. In'll fillllil\' or prindpal 1'1'sidl'llL'L' ,-II .~'(')i'-,.__ r:'f-I',;'d~..
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(11'1 \lll'l'l, numh','1 illllll1llllkll'i1IIl\'j
_ _~;'OlllltJ'. pCII~\sYll,lania, with
11 ~......, ,/J1.hL.3Lt:L......,...., ...,..
I)ceelHiL'lll, 111L'1I .", 'IS . y,'llrs 01' llg(', dicd..._.::."-fl/- ,L.._....,..,..,..._.., 19......'l..~"
1I1.... ,110""1 'I< Xl..wL0wr'cL{(., Jrpw"I'Lc~,d,..L).__. ..______..~____,..
F.\~'l'pl il" 1'0110\\ s, dl'I.'L',il'1l1 did lltlllllarry, \va... nol l,livorl.'l'd lIlld did tllll have H child horn or adopted
lIfler "\l'l'UllolI of tile will offered for pl'llhllle; \IllS 1101111(' viellm of 1I killing 1I11d \l'as never adjudlcaled
illCOllI11l'll'111: A_)tl _~__..___~___~_.~.____
IkL'('Ill!('lllal death oWIH,'d propcrty wilh c,tilllaled valucl;. il" I'nlhlw..,;
(If domklled ill I'll,) All per\ollal property
(If !lO! domlcik'd ill Pa,) IJet'sOIlHl property ill Pennsylvania
(1lnol dO[1\iL'iltd ill PH.) Pcr....ollal proPl'rly in ('otlllly
Valui.' lll' I'L'UII."'dHll' ill 1'1'1l1l'iylvHllia ) ,"'..f
siluall'da' 1'011,,\1"': -71" ... K.a.d . (:';"la:tJ. '
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\\IIJ-:RI.I'()RJ-:, pClilioller(s) rL'.\l'ectllllly rcqllc'.t(s) I Ill' prohale of tile Insl \l'ill nnd eodlcil(s)
prc\C'IIII.'d h(-'I'C'wilh and lhl' grant!.)!' Il'lll'!'\" 7'~,SI((-"'.1_L<I_"f-.IC.::t., _.______._____
, (1~'..ta1llenl;tl\; udllljll\,lIali~ll\ C.I.a.; ndlllinhlrllllOIl d,h,ll.l'.\.n.)
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OATH OJ! PEnSONAI. nEPIU:SENTATlVE
('()I\1MONWFAI.T11 OF l'I-::\NS\'I.\ANIA
('0{ !,\T\' OF CtlMBERLAND
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1'h(' pl'lilinlll'I('d aIHl\t'.ndlllt'd \\\t',II(',) \II 1111111I1(\) (l1alllll'....tal~ll'1l1'" ill th~ for~going petition arc
I nil' dlld ~'(Irrl.'I..'1 I (l till' IW<,1 nl I hl' ~ lHI\\kd~'t' tllld Iwlil'f of 1k'11I lHllL'l'(<,j :InsVrtiit'l ,u~-ncrsollall'cpl't~sCt1.
l11li\'t'l\f 01' tilt' dllll\'L' dl'l'l.'lll'llt pt'liliolll't(...) will wl'll Hnd 1.J.'llh<ldlllill)""L'.vihl' (,(:lnll' i\\'l'nrding In law,
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~::I~:,'r~: II:~.' ~:L: :II li"''''\I71'1\''1 '".b:~;~~h~',111 I . ...';Y:<./~:41-?,,-. .."'\'y'y(/.(.~ ,~
" r,PTFMBER 96:: 7//" ". 'f'-"
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"VOl.t-t (;1(Ut"', t c'>''-.{; )!~. - '--.L.. '-"d - 01
, (I MARY C. LEWIS /i1'~"'<'IA CIA/ )I,O'/-:.(CL' '_=')/IP.""____ 3"
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CERTI FICATION OF__~Q'rlf.f. lJ.!'l!JEfL RUI!.~~6_l~1
Name of Decedentl___{.tkp.fU.~._E_CthC II 1 111..1'Y'\
Date of Deathl S4li~-L..J '19 '-e._____
Will. No. ---19LtYo~ Cl O~ ;;2 7__,_____Admin, No. _,......2 I qtc.- 6 3;'.)_7
To the Registerl
I certify that notice of benoficial interest required by
Rule 5,6(a) of the Orphans' Court Rulcs was served on or mailed to
the following beneficiaries of the above-captioned estate on
Name t\.dd!-l;1~~.
,---l't"w.p Ii IO,\r1frrtLl..~J.J.:.-=lC.L.s.wWn,d;o,L_T g I rle fL I ()-f
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I AP/Y/! it/IS (l(l()r.lwL,~~(\ i~-d.kLC.Q!.):2.!..L.. 1-.-;;1 (Jt-;llr.)
&:',~ ' t,,'tU' 9""'''' cle, (,J""d/ /0,1/1, ,.
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
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Name /():Mf.~ ,)ndC p.r
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Address__t2.t.OL ,htJx (/,;)? 7
/]Wl ('(J 1711 t7'v1 J'/.J- I 7d:;> (1
Telephone U1L..J3!L..Y/2..L,2-
Capacity l t,/persona,lnRepresentat1.ve"..,)
(C'i,A."c!' (/(l"t;Jlc.Ld
__ Counsel f01' personal
representat.ive
Date: #'Y? .;-~ /99tl
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: is'f,-i- EX--AFin 0'9-: 97T - HoYi is E - -oF - Ytili ER iT Aiic E -'fAx - iiPPRiii SE iofENr; -A L i-ow ANc E - ifJi - - - - - -, - - - -., - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MOPPIE F FILE NO. 21 96-0827 ACN 101
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(,
BUREAU OF INDIVIDUAL TAXES
IHI1DUTANU TAl< UIVISIt.N
()[llI. ?MilOl
IlANIW.lltJIW, IlA 1I1?1I~Ot.DI
NOTICE Dr INItERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
KAREN I. SNVDER
RR 4 BOX 4267
DUNCANNON
DATE
ESTATE OF
DA TE OF DEA TH
FILE NUMBER
COUNTY
ACN
09-15-1998
MCCOLLAM
09-01-1996
21 96-0827
CUMBERLAND
101
P~~~\7020-0950
ESTATE OF
MCCOI.LAM
TAX RETURN WAS:
I X) CItANGED
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
- -. ~
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2, Stooks and Bonds (Schedule B)
3, CloselY ttsId stoClk/Pftdnership Interest (Schedule C)
4, Ho,.tgages/Notfls Receivable (Schf'ldulo D)
5, Cash/Bank Deposits/Hiso, Personal Property (Schedule E)
6. Jointly Owned Property (Sch.d~lle F)
7. Tr8nsfers (Sohedule G)
8. Total Assets
11)
(2)
13)
14)
15)
161
17)
,00
,00
.00
,00
944.97
,00_
-~
18)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, F\.lneral Expanses/Adll. Costs/Mise, Expenses (Schedule HI
10, Debts/Hortgage Liebilities/l.iens (Schedule II
11, Total Deductions
12, Net Value of Tex Return
13, Chsrit.bl./Gov8rnlluntal Bequests) Non-elected ~113 Trusts (Sohedule J)
14, N.t Value of Estate SUbject to Tax
(91
110)__
870,92
,00
(11)
112)
113)
114)
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17
reflect figures that include the total of 6bh returns assessed to
ASSESSMENT OF TAX:
IS. Allount of Line 14
16, AlllouIlt of Line 14
17. Allount of Line 14
18, Principal Tax Due
NOTE:
.t SpOUSAl
tax.ble at
taxable at
,00 X ,00.
74.05 X .06.
.00X,15.
1181
rate
115)
(161_
(171
Lineal/Class A rate
Collat~ral/ClBs$ 8 rat.
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUHBER
DISCOUNT 1+1
INTEREST/PEN PAID I-I
AMOUNT PAID
. "
.
U~,I~.I~. AI~ IO~ "I
MOPPIE
F
SEE
DATE 09-15'1998
ATTACHED NOTICE
NOTE: To insure proper
oredit to your acoount,
subll!t the upper portion
of this for.! with .your
tax pUYllent.
9(,4.97
871l 92
74.05
.00
74.05
and 18 will
date.
.00
4.4(,
,00
4,44
., .._---'------'_._--------_._--~ ---
INTEREST IS CHARGED THROUGH 09-30-1998 TOTAL TAX CREDIT ,00
AT THE RATES APPLICABLE AS OUTLINED ON THE "'~LAN.C.E_OF, T.AX,_DUE _.._, _____~:4,4_._
REVERSE SIDE OF THIS FORM INTEREST AND PEN. ,53
- - -- -" - -" - ~ --- ---
TOTAL DUE 4,97
- ~ - ---- --
. IF PAID AFTER DATE INDICAHD, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST,
If TOTAl, DUE IS LESS TitAN $1, ND PAYMENT IS REQUIRED,
IF TOTAL DUE IS ~HLECTEO AS A "CREDIT" ICR I, YDU MAY BE DUE
A REFUND, SEE REVERSE SIDE 01 TItIS FORM rOR INSTRUCTIONS, I
"
RESERVATION, E&t~t~B ofdao.a'nts dying on or before Deo..ber 1~, 198(. ~~ If ~nyfutur9 interest In the estate 1& tr~nl+.rr.d
in poo.esslon or enjoy.got to Class 8 (collateral) uonDflo1orles of the decedent ofter the e~plratlon of any estate for
I1f. Of fo~ years, the Co..onwealthhereby expro8s1Y r8S&rveS the right to appraise and .SIOSS transfer Inheritanoe leHoB
et the lawful Class B (collateral) feto on any suoh future Intefo$t.
PURPOSE OF
HOTICEI
PAYMENT I
REFUND (CR) I
OBJECTIONSl
ADMIN
ISTRATIVE
CORRECTI0NSl
DISCOUNT I
PENAL TV:
INTEREST I
To fulfill the requlrQlIlenh of Section 2140 of the Inhflr1toncQ ftnd Esteto Tax Aut, Act 21 of 1995. (n P.S.
SQct!on 9140).
Detach the top portl~n of this Notloe and submit with your paYMent to the Register of Wills printod on the r~V8r.e side.
-RHake oheck or .onoy ordar payahle to: REGISTER OF NILLSJ AGENT
A rl'lfund of III tax oredit, whioh was not requosted on tho Tax Roturn, llIay b9 requested by oOllphUng an "Applioation
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-I3131, Applications ara available at the Offioe
of tho Reuistor of Wills, any of tho 2~ Rovenuo Distl'id OfficQS, or by oalling the spechd 24-hour
answorlng Aervio~ nUMbor's for forlls ordQringl In Pennsyivania 1-800-362-2050, outfiido Pennsylvania and
within 100ftl Harrisburg aros (717) 78'/'-8094, TDDII (717) 772-22112 (Hearing I.peirad Only).
Any parh in interost not satisfior.1 with tile appraise.ant, allowance or dlsallowanco of deduetJolls, or Buess.ent
of t!lx (including disoount 01 interest> as shown on thls HoUcE! Ilust object within siKh (60) days of rooeipt of
thls Notice by:
--wrJtten protest to the PA Departllont of Revenue, Board of Appoals, Dept. 261021, tlarrlsbur9, PA 17128-1021, OR
--aiection to have the .stter dabltJllined at audit of tho fIOcount of tho porsonal reprenntaUve, OR
--aPPllel to thn Orphans' Court.
Faotual urrors discovllred on this asses Silent should be addressed In wrItIng t~l PA Depart.ent of R~VenUe,
BurllBu of Individual Taxes, ^TTN: Post Assessllent Review Unit, Dept, 280601, HarrisburA, PA 17128-0601
Phone (717) 787-6505, SeA pageS of the booklet "Instr'uotions for InhllrJtanoo Tax Return for fl Resident
Deoedent" (REV-lS01) for lIn exphnlltlon of adllinistratlve1y oorreotab1o urrors.
If any tax duo i5 paid within three (3) oalendar Months aftor the deoodent's doath, 8 five peroent (5%) discount of
the tax paid is allowed,
Thu IS% tax "Ilnasty non-part!cdpet!on pel\l'llty is cOllputed on the totai of the hx Bnd interest Bssused, end not
paid bafor~ January 16, 1996, the fltst day after the end of the tax 8~ne~ty pariod, This non-participation
penalty is appe8labhl in tho f1!tllle 11Imnor and in tho tho salle tille period liS you wouid appeal the h)( and intClrClst
that has been assessed 8S indicated on this notloo.
Interest is oharged bellinnlnll with first day of deUnquQncy, or nine (9) .onths llnd one (1) day froWl the detG of
dlJath, to the date of p8YIl"nL TEI)(O!; whloh beoalle delinquent before January I, IlJ82 boar interest at the rete of
all< (61.) percont per ennull oal..-:uloted at a dally rBt'~e of ,000164, All teJo:os whioh beClaMO dollnquant on and after
January 1, 1982 will boar InterlH.t at a rate which will vary froll oalendar year to calendar ye8r with that rnte
announcod by thQ PA Depart.ent of Rovonuo, Tho applioablo interost rates for 1982 through 1998 arel
~ Interest Rate (Jolly Intarest Factor ):!.'!r Inhrost Rata 1l1111y Interest Faotor
19&2 20X ,OO{lS,.8 1981 9X ,000247
1983 16;~ ,OO(HI38 1988~199l 11X ,000301
1984 11X ,0003(11 1992 9% ,000241
1985 13% ,000356 199!1~1994 7'1. ,000192
1"86 lOr. .000274 1995-1996 9% ,DOO?1t7
--lnterClst 1& caJoulated ft. followsl
INTEREST . BALANCE OF TAX UNPAIO X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotioe blued aftllr the tax heoo."1i dolinqlumt will rofloClt an Interest cMloulation to fifteen (1!i) day.
bllyond the. date of the ftllS&S'llent, If pfllYMont is Ilado after thQ intorollt oo.put8tlon datil ahown on thti
Notice, additional inbrut .Uflt ho cnleuietad.