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LIIS'I' WILL ANIJ 'I'l':::'I'IIMI':WI' IJIo' 111,"'11 I.. ::ULJo:rIlUmm;1l
I, AUi'll I.. SULI';NlJ!!:IlGElt, or tile 1l01"Jul~h uf' Mlll.:hllnl e:1bure,
County of CUlllberlund wld Stal,e 01' PUlIlwylvllniu, hu lne of' suund und
ulsposine; mind, memory und undur:.Jtund ing, do muke, publish a nu
declare l,his my Lust W.ill and 'J'eutumunt, hereby revoking and making
void any and all prior Will~i by me (It 1my time heretoforo mude.
1.
I direct the payment of all my just debts und funeral expenses
as soon after my decease as tIle same can conveniently be done.
2.
I give, devise and bequeuth all the rest, residue and remainder
of my estate, of whatsoever nature and wheresoever the same may be
situated, to my three children, to wit, Nedra L. Keefauver, William
L. Solenbere;er and Anita L. Smith, share and share alike per
stirpes.
LASTLY, I nominal,e, constitute and appoint my three children,
Nedra L. Keefauver, William L. Solenberger and Anita L. Smith,
Co-Executors of this my Last Will and Testament.
IN WI'l'NESS WHEREOF, I have hereunto set my hand and seal this
ci4't4 day of "rf~-( . A. D. 1978.
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Alta L, Solenbcrger,j
(SEAL)
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UNO. AA 185002
1I'#.II6IIX"'''.tI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF RIVENUE
OFFICIAL RECEI" . PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*
RECEIVED FROM:
i
ACN
ASSESSMENT Pl'
CONTROL iiI
NUMBER
AMOUNT
CHARLES SHIELDS ESQUIRE
!vl
..:j,t:JVV.V\.J
2 W MAIN STREET
MECHANICSBURG, PA
17055
ESTATE INFORMATION,
~ FilE NUMBER
lIlI 21-1996-0855
r:I NAME OF DECEDENT IlAST}
~ SOLENBERGER ALTA L
II DATE OF PAYMENT
B POSTMARK OAT!
COUNTY
SSN 204-28-2182
(FIRST) (MI)
CUMBERLAND
DATE OF DEATH
WILLIAM SOLENBERGER
C/O CHARLES SHIELDS ESQU1RE
CHECK II 2
II TOTAL AMOUNT PAID
5:3,800.00
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REMARKS
REGISTER OF WILLS
,~ . ;/
RECEIVED BY /li!I/." (, "/111,,"1/ //.,
11' SIGNATU~ "v
, " /_' I '"'
MI1RY C. LEWIS. / ./. I! ~ ' ;-
REGISTER or WILLS' ~ "
SEAL
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lOR OATIS 01 DEATII Af1IR 12/31191 ClUCK IU
" A SPOUSAl
POVIRIY CRIDIT IS ClAIMID I I
fill NUMOIR
I .21 -
(OlJlHV COOl
-- ,",j c. i i!iijn,(-;;~-j'l i Ii-Ailll,i;;;; -- .~---"---~_._".--,----"--
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
I 4u r ufur.! llllf'll!\! (olflpromi",
1'lJr dllh~, 01 lJc!Ulh (lit", 1'1.1'1.02)
~ 6. DI!Cl!denl Died T fHlnle I J I Detedenl Muinluinod u living T 'Uil
(AlIac.h c.opy 01 Willi (Allnch copy 01 Tru,l)
----------.-.
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
-ii"Ml foMi>ItIi""MAmtm "'OOIHS~
CHA-IUliS ;:: .sHI€Z../)S m: 2. W. IJ'!nIN ~T.
I11E(!H~AlIC.sBU~6-, 1711
14. Nel Value Subjedlo To~l~~...!3....min~~"~ine 13L_______~_.__
15. Spou\(]1 Tron,len (lor dole' 01 dealh afler 6,30.Q4)
See '",lrUClion, for Ar,plicoble Percenloge on Reverse (15)
Side. (Include value, ,om S,hedule K or Sthedule MI
16. Amounl 01 line 14 la.uble 01 6% rnle
(Include '1'011.10' from Sc.hedule K or Sc.hodule M )
17. Amounl 01 line 14 ta.oble 01 15~o role
(Includo voluo, from Sc.hedule K or Sc.hedule M_I
10. Princ.ipallall; duo (Add lOll; horn line, 15, 16 and 17.)
19. Crodil' ~~O_~:~l;__~_~e_~il. + _P3:~~~~.~I~41 +
20 If lir.o 1<1 j, g,ealer ,J,on line lB, en Ie' IllI! dilfl!tcncc an liM 20. lhi, is Ih~ OVERPAYMENT.
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I $oLl~N81i1((rt:fJ liL'Tfl L.
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I ~ 1. Originul Rulu'n
UIl"lOfU NUMBUI
1 1/7 I, 7'" - 02.09
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L R.al E,lal. (S,h.dul. A)
2, Sla,k. and BondI IS,h.dul. BI
3, C1o,ely Held Slock/Parln.nhip Inlerest (Sc.hedule C)
A, Morlgoge' and Nolel Receivable (Schedule 01
5. Ca,h, Don~ Depolih & Miu.lloneou, Penonal Properly
(S,h.dul. EI
6, Jain.l/ Owned Properly IS,h.dul. FI
7. Tru",ron (Sc.hedul. GI (Sc.hedule 1I
e. Tolol Gron Aneh (10101 line', 1.71
Q. Funeral e.pen,es, Adminislrotive Co'h, Miu.lloneou,
e.penie' (Sc.hodule HI
10. Deb", M"rlgage liabilities, lie", (Sc.hedule II
11. Tolol Oedutlion, (10101 line, 9 & 101
12. Ndl Value of e,tote tline B minu' Line 111
13, (IUHiloblo and Governmcnlnl Bequo," (Sc.hedule JI
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100 niT: "'U:?-I J)~. (lJ.I't't A-u.. Twrl
ME'ClltfNICs8~1'I('. f7tf I1DS!:
'''"'''' C.uml3E'I2LII"'O
rMU"'" ~~~" 1111 "i'"IKI'U:l\1 _
5uppltmu~nlClI Retulll
I I 3
II 5
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'0101 Number 01 Sule Depmil Boat
Rcm(lindcr Relurn
(la, dute, 01 deuth ,uior 1012,13.1
Fuduful E,lolc TUA Rulurn Requilfll
I 7 OS$"
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( 21
( 3)
(41 _ -t) -
(51 rh~<.I~_
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( 71
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(81 97.22Z.7$'
191
(10)
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(111 u ~_ (g,_Z-01: ?~____
fql 0/5".03
(121 ____.,_ ____n_____
(131 -- 1/ --- ,-~ -- -------
(141 '1,1 ,-,}l5". 03.____ _
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5 #(,,0. 90
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x .06 =
(17).
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(111 _ 1,'1(,0. '/0_ _ _.
12IAI__'jI __ 0 __. _,_
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(101
Di\Counl
020 O. _dO
Inle,e'I
jtI/A
(191
(201
C itk ... If you ar. T.qU..t1ng a I. ~nd dl YOUI OVlfp.yhliHt&
'11. II line IU i, 9'coler Ihon line 19, enle, IIIf! dillolenco on Li,w 21 lhi, i, ,l,e TAX DUE.
A. Enle' Ihe inlOlOl1 on Ihe bolonc.e due on lille 21A
B, Enler Ihe rOlal of line 21 and 21A on line 21B. This i, Iho BALANCE DUE.
Make Check Payabl. 101 R.ght.r of Will., _~!I'"'---_.n~.__
Din
S..../ir-97
______ ~ ~ BE SURE TO ANSWER ALL QUESTIONSON-liEVERSESIDE AND TO RECHECK MATH .(-(
~~dIH penohies 01 porjury. I dec.lore thai I hove Oltomined Ihi, r~turn, inc.l;ding 0~';ponyin9~h--;dul~, and 'In Ie men", and 10 Ihe he'l of my ~nowhldgo and befi
III' Irue. co".,1 and comple'e. I dedotl Ihol 011 feal e,lole ha, been feporled 01 true mar~et value. Declaralion of prepa'er olher thon Ihe personal rep,esenlalivo
ba~ed on all infofmalion 01 whic.h preparer ha, any ~nowledge.
!l1~;TU"[ Of ,("SO ( tUlm '011: IlllNG Il[lUII:N AOOi(~~ IDS'" ,Ji:/~,kG'SI?J).
M . _. . ':DILL.S.Bth'l6" p~ 17019
SlO""O", 0' "" ~OIH" 1 AOD.E'-~W. I1t HIli :Sf:
~ ~ mIf'MI'tt1/Ic.s4~(f'(6,,_P"" 17055'
oill
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Act #48 of 1994 provldu for tho rBductlon of thB tOll rotollmpolod on tho not vDluo of trDnsforl tD Dr 'Dr
the ule Df the Ipoule. Tho rDtOl DI prolcrlbod by tho ItDtUtO will bo:
. 3% (.03) will bo DppllcDblo for OstDtOI of docodonts dying on or Dllor 7/1/94 Dnd bofore 1/1196
. 2% (.02) will be DppllcDble for OstDtOI of docedents dying on or Dller 111196 Dnd before 111/97
. 1% (.01) will be DppllcDblo for eltDtu Df decedents dying on or Dfter 111/97 Dnd befDre 111/98
. SpDulDI trDnsferl Dccurrlng Dn or Dfter 111/98 will be exempt from InherltDnce tDX.
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PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK k) IN THE APPROPRIATE BLOCKS.
1. Old dBcodenl moke D tronslor Dnd:
l'
D. relDin lhe use or Income 'ollhe proporly tTDnslBrrBd, .......................................................
b. rololn Ihe righl to dBsignote who sholl USB the propBrly tronslBrred or its incomB, ...............
i
c. reloln 0 reversionory interesl; or ...................................................................................
d. recoivB the promise lor life DI BithBr poymenls, bBnelils or corBV.......................................
2. II deolh occurred on or belorB DBcBmbBr 12, 1982, did dBcedBnl within two YBors precBding
dBoth lronsler pTopeTly without recBiving odBquote considBrolionV If dBolh occurrBd oltBr
DBcBmbBr 12, 1982, did decBdenl IronslBr pTopBrly within one yeor 01 doolh without recBlving
odBquole considBrolionV .................. ............ ............. .......... ........... ......... .......... ....... .........
3. Did dBcBdBnl own on 'in lrust lor' bonk occount 01 his or her dBothL....................................
YES NO
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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ESTATE OF
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COMMOHW(AIIIl Of rlfHl\"lVAWA
IHHUIfAHCI 'AX 'I1U'N
'ISIOIH' OIClDIH'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ITEM
NUMBER
~_._-_.__._-~_._._-- .-...,
l~-'.!.!,~o!.rt'( 1~~~.._~~.~,e~+~~~_lhe,~luht..of SUlvlwof.hlp mu.t he dluloled on Sch.uful.. F)
film /... .50UNB€RGE:R
--- -,--_._-- ...--...--
DESCRIPTION
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JElvE"Llly (See PfJ/irai.sal of IJJlAntmas a!~/rr ,Slz>re)
(!E~"'IFI'I!- rl!fs 0': Dt:pos'r .4T PNC BliNK:
(*1+t{; Note: SUo Ldler h-O/l-( PAJC a#ac~d herdb.
?/ea.se Holt ~ /,'shh,j as (('or" IS a m,shtk on
& ;111,.f pi At 4~k. 7k~ c((!&;u'1ls aoe,e 01/;'1
05lil"e 1ll/IIIe of /11m L. Sck'16~7er, Wh!. Joleh/)6"er
IUt4' A/eq!nt ~eh:zUi/er, her .s~ a-tt4 daurl.-kr tuert!
11"'1 "~.s1I/afed tiS ~lVerJ pf (urt.rne;- ~)
ti.)#".,21 tJPIOIII,739
b) ;t;,t. act/'. Dn al f11 d.o.t!.
f!.) .# 21 PO 101'1 7/ft)
d.) :r..t. Ileu. IJn c) 10 4.0. d.
e.) 'Ii' 2., 00 If) 1'17111
.f.) hf. ft ~cr. M e.) k d. o. do
1') #- 2/00 10 /'1 71{Z
U :rl1t acCt'. 0113-') * d.o.eI.
i.) tf 21 00 If) 1'( 71{3
/-) -:htf. IUC,.. Pit ;.) fr, cI./J. eI.
1<'.) H 2/ ()() 10 II{ 7'11/
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3.
4.
(Allach addilionolSY,ff )( II" .heeh if more 'poce is noeded.1
\
, Plou.o Prinl o~!rEo __ _
FiLE NUMBER
21_ r;", (j Ss
..._..._._.__ ..._.u.____~__.____
VALUE AT
DATE OF DEATH
~.3 8.57)
,
10,373. Sf
1 'If.',!
"/0, 373. oS"l/
, 9'1.''1
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10,37.3.$
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10,373. S,/
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10, 373.,s1f
''19.,'1
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}t '19.' l/
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.e. '2., SI
S '77..2ZZ.7S
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'11I1\III,ol'''j
"Iou,. Prln' or Ty,'o
\ lilt NUMBER
;} I - u., - 8SS'
. ,. ,'" -..----
AMOUNT
1~\~~1
SCHEDULE Ii
r:lJNEHM EX"ENSES,
AllMINISIHAtlVE COSTS AND
MISCELLANEOUS EX"ENSES
ESTAlfOf--- .,
tUMMIJ"WI""IlIJll'lljl..,".~I""
IIl1l1ll1l""ll I'" '1111"11
1lI',IIIIUllllfllllll!
II L lif L. ,)0 I. t; 1-1/')1.: Nu ';i ,./
lltSCHII'1I0N
ITEM
NUMBER
-----....'
A. Fun.rul h,'.III."
1.
IILL fJfI!f!Mlb.
1.
B. Admlnl,'ratlv. Co,h,
2.
por,onul RaploumtuUvn Co"unluiol"
Sodul So<urlly Numho, oll'o"onu\ Rop,o,onlulivo:
Y.ur Cu.,ml..lon, pul",----------
Allorn.y r.., C,.H/tIl.LI:S If. SHIIFI..(JS 7JL'
3. romlly E..mpllon
Cluimunt
4,
C.
1.
2,
3,
4.
S.
6.
7.
0,
~ONt!
_.. Rololion,hip
Ad",... 01 Clolmunl 01 dotod.nl', doolh
Slrool Ad",o..
Cily
_ ._ 5'010...._ __'. Zip Codo
P,ohUIO roo, Aft/I in;n.r 6ho,-t certi(,'ea.fes
MIIt.llon.ou, h"on,oll
II Jl'orfiJ;',/ In eu.",6u/alld UzW cJ,urna/
Illverfisi r13 ; n HIJ/'ri.stu (j I~ frio! Ille /ro. /Vest
II"J;h~nal fJrp6afe Fee
O_sf of ~/~'1 :1"11 her; fan" ~ ~lurll
eost .f P,1t~1 II aCount (E.shil1.)
danet 8r(JcK~;/I, I/{ I? /J/u./; t!jp~e-I)u.t f A 'due. ~f.
('J1 Il.llImA'S JtWdry - ft.pprais41
-_."~-_._-_._--- <----."-- -------- .--------.~.~.__..--,
TOTAL (Alia onlor on Iino 9, Rocopitulolion)
III more 'pon I, n..d.d, In,.rl additional .h..1I 01 .am. .110.)
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AltJNE
~/03. 00
1
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t- 57.18
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COMMOUwl"'''HO' ,IIlH\mAWA
IHHIIIIA~~tf ,.... UlUI"
IUrOINIOIClOltH
(/LTIf L.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS PI PIT
_ _. __ _ ____..._ _ __ _____" ~ __d_ .~_I_...! nt_~r_ ype_ __
LUMBER
.5IJI.€NdE,(rrl:r?. :</- ft" -gsS"
_ .._,___ ___,__,____.'___n____u____ ------------ ----
ESTATE OF
.--------..------------ -------------..------ ----_._----
ITEM DESCRIPTION AMOUNT
NUMBER
Mess/ah V,"/'a.3G It
1. I, '117. 51(
:I, Lab ~rp - fAt U$t 'f. .]0,"0
TOTAL (AI.o onlo' on lino 10, Rocopitulotion)
(If more spoce ;s needed, insert addi'ional shee's o( same SiZI,)
$ I Cf41,SQ
COMMONWEALTH OF PENNSYlVANIA
DErMlTMENT OF REV[UUE
BUREAU OF INDIVIDUAL TAXES
OEPT 280601
HARRISBURG, PA 17128,0601
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IllV-1l62 ()( 11t-961
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. AA211308
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
SHIELDS CHARLES E 111
2 W MAIN STREET
101
..1 ,/I~O.<;>O
MECHANICSBURG, PA 17055
fOlD HERE
f().Ot1lH[
ESTATE INFORMATION:
FilE NUMBEII
21-1096-0855
NAME OF DECEDENT IlAST!
S~N-20M 2~-~IR2--
tFIRSH lMII
_SOLENBERGr.R f.\Ltf\ I
DATE OF PAVMENT
~/1C;lq7
POSTMARK DATE
0/00/00
CDUNTY
TOTAL AMOUNT PAID
Sl ,460.90
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_CUMBER I ANn
DATE OF DEATII
" jJ PB
RECEIVED BY Y//(tJj (t }~{(" q.~ P.'c.
MARY C. ~.i!WIS ,'::///t"A9,,1/j.
REGISTER OF WILLS .1/" t1
REMARKS WILL I AM SOLENBERGER
SEALCHECKll 7
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BUREAU DF INDIVIDUAL TAXES
INlllRltAHCr ,All IIIVISIOH
DrPI. ;'IIQbOI
IIAIUUSBUUG, PA I11O'a,0601
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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fl,.lhllJ lit IUtll
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NOTICE DF INIIERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLDWANCE
OF DEDUCTIDNS AND ASSESSMENT DF TAX
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-25-97
SOLENBERGER
10-03-96
21 96-0855
CUMBERLAND
101
ALTA
L
r-
Alnount R811'l1 U.d
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 ~
iiiv:is4j-EX--AFiQo:i:97rNijficnjriNHEififANCE-YAinipPRAiSEHENT-,--ALLOWAiicE-ijli----------u-----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SOLENBERGER AL TA L FILE NO. 21 96-0855 ACN 101 DATE 08-25-97
TAX RETURN WAS: l X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Red Estata lSchedule A) 11)
2. Stocks and Bonds (Schedule 8) 121
3. Closely Held stock/Partnership Interest (Schedule C) (3)
4. Hortg.ges/Not8' Receivable (Schedule OJ (4)
5. Cash/Bank Deposits/Hlsc. Personal Property (Schedule El IS)
6. Jointly Owned Property (Schedule Fl (6)
7. Transfers (Schedule GJ (7)
8. Total Assets
) CIIANGED
NOTE: To insure prope,.
credit to your account,
submit the upper portion
of this fo~m with your
tax payment.
,00
.00
.00
.00
97.222.75
.00
.00
IS)
97.222.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9)
10. Debts/"o~tgage Liabilities/Liens CSchedule IJ CI0)
11. Total Deductions
12. N.t Value of Tax R.tu~n
13. Cha~itabl./Govern"ental aequests CSchedule J)
14. Net Value of Estate Subject to Tax
4.260.18
1.947.54
CHI
l121
(13)
114)
~ .?n7 n
91.015.03
.00
91.015.03
If an assessment was issued previously, lines 14. 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of line 14 at Spousal rat. CISJ
1&. Anount of line 14 taxable at lineal/Class A rate C1&)
17. Amount of line 14 taxable at Collate~.l/Class B ~ate C17J
18. P~inclpal Tax Due
TAX CREDITS:
PAYMENT
DATE
12-27-96
05-15-97
NOTE:
.00 X' 00=
91.015.03 X .06=
.00 X .15=
liS)
.00
5.460.90
.00
5.460.90
RECEIPT
NUMBER
AA185002
AA211308
DISCDUNT C+I
INTEREST'PEN PAID (-)
200.00
.00
3.800.00
1.460.90
AMDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE!
INTEREST AND PEN. I
TOTAL DUE
5.460.90
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATIDN OF ADDITIONAL INTEREST.
l IF TDTAL DUE IS LESS THAN '1, ND PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFlECTED AS A "CREDIT" ICR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF TillS FORM FDR INSTRUCTIONS.)
, "
R[SERVAfICNI Estat.. of dacodent, dvlng on Dr ba'ar. D.co~.r Il, 1981 -. If any futuro Intor..t In tho ..tat. I, Iransf.rrod
In POI....lon or enjoy..nt to CI... B (colletornll ban.flcl.rle. of tho docodant aft.r tho a~plrfttlon of any o.tato for
II'. or 'or y..r., tho Co..onw.8Ith hareby ..pr...ly t...tv.. tho tight to appral.. nnd ...... tren,'.r Inhorltanca r....
at tho lawful Cia,. B leol10t.ral1 rat. on any such futuro lnt.r..t.
PURPOSE Of
NOnCE:
To fulfill tho requlr...ntl of Sactlon Zl~O 01 the Inheritance and Est.t. ra. Act, Act 11 of 1995. (71 P.5.
Section 91l1D),
PAY"ENT:
Detach the top portion of thl, Notle. and lubelt with your pay..nl to the Raglstar of will. prlntad on tho tavat.e .Id..
""aka chack or oonay order peyeble to: REGISTER OF HILLS, AGENT
REFUND (CR):
A refund of a tex credit, ~hlch ~al not requelted on the Tex Return, .ay be requelted by cOllpletlng an "Appllcetlon
for Refund of Pennlylvenl. Inheritance and Eltete fe." (REY~1515). Appllcatlonl are avallebl, at the Office
0' the Regl,ter 0' Will., any of the 25 Rlvenul OI.1rlct Office., or by calling thl 'plclal 2~-hour
an.~erlng .ervle. nu.blr, for for.. ordering: In Penn.ylvenla 1-800-562~2050, out. Ide Penn.ylvanla and
within local Herrhburg erle (17) 787-8094, IDOl (7171 772-2Z52 Ollarlng tllpalrod Only).
OBJECTIONS I Any party In Intlre.t not .etl.fled with thl appraise.ent, allowancl or disallowance of dlductlon., or as.o....nt
of tax (I~cludlng discount or Int.r..t) el .hown on thl, Notice IUlt Object within sixty (60) day. of receipt of
this Notice bYI
.~wrltten prote.t to th. PI Dopart.ont of Rovenuo, Board of ApPlals, Dept. 2810ZI, Harrisburg, PA
_..Ioctlon to have the .ett.r d.ter.ln.d at audit of the account of the perianal rapr...ntatlve,
..app.al to thl Orphan,' Court.
171Z8-IOZl ,
OR
OR
ADHtN
ISTRATlYE
CORRECflONSI
Factual arror, dl.covlrod on this e.sa'SIl.nt should b. addr..sed In writing tal PA nepart.ent of Rlvlnu.,
Bureau 0' tndlvlduel Ta.es, ATTN; POlt A..o....nt Revle.. Unit, Oept. 280601, Herrl.burg, PA 17124-0601
Phone (717) 747-6505. Sel page 5 of the bookllt "tn.tructlon. for Inhorltence Tax Return for a Relldent
Oacedent" (REV-IS01) for an I.planatlon of ndlllnlltratlvely correctable error..
OISCOUNT;
If eny t.x dUI I, paid within thr.. (3) calendar .onth. efter the d.c.d.nt'. de.th, . five percont 15%) discount of
the t.x paid I. ellow.d.
PENAL TV;
The ISX tax aane.ty non-partlclp.tlon plnalty II co.pulad on the tot.l of thl tax and Inter..t e"'S'ld, and not
paid b.lorl January 14, 1996, the first day afler the end of the tax a.nl.ty periOd. This non-participation
penalty Is applalabll In the sa.. .ann.r end In the the .el. tl.e periOd .. you ~ould epp..1 the tax and Int,r,st
th.t has bl.n es...sed as Indlcat.d on this notlCI.
tNTERESTI
tnt.re.t Is ch.rg.d beginning with flr.t day 01 dellnqulncy, or nine (9) .onth. .nd anI 11) dey fro. the d.t. 0'
de.th. to the date of pay.ant. taxe. ~hleh beca.. dlllnqu.nt before J.nuary I, 194Z b.er Int.ro.t at the rat. 0'
six 16%) Plrc.nt p.r annu. calculeted at a d.lly rat. of .00016~. All t.... which blea.. dlllnqulnt on snd .ft.r
J.nu.ry 1, 198Z will bo.r Intor.st at a rat. which will very fro. c.londar voar 10 cal.nder vear with that r.te
announc.d by thl PA Dlparl.ent of R.vonu.. the appllcabl. Int.rest rat.. for 194Z through 1991 ar.;
!!!! Intarut R.te D.lly tnlorut Factor !!!r tnt.,ell Rale Olllly Interut ractor
IlJ8Z lOi! .000544 1941 .~ .0002U
llJU 16X .000438 19114-1991 11% .000301
194r. 11% .000301 199Z .~ .000Z47
1945 1.5% .000356 1991-199~ I~ .00019Z
1946 10% .000274 IlJ9S-1997 .~ .00OZ~7
..tnterut Is calcul.ted .. follow.:
INTEREST = BALANCE or TAX UNPAID X NUNDER or DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlce I,suld aft.r the tax beeo.,. delinquent will refl.ct an Intere.t c.lculatlon to fllt,on 115) day.
blyond the dal. 01 the a.,e.,.ent. II pay..nt I. ~ftd. alter the Inter..t co.put.tlon data .hown on the
Notice. addl tlonal Intera.t au.t be calculatld.
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uOUIJM onl 01 A8p \881 811110 pUB UOllBWl!IUOO 101 \lnD') A41 "
P91U9S0Jd aqUIMOW880111 UOllMOOBld pUB OWII'OIUP b41lu I"'.
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$ 10,373.54
$ 99.64
$ 10,373.54
$ 99.64
$ 10,373.54
$ 99.64
$ 10,373.54
$ 99.64
$ 10,373.54
$ 99.64
$ 10,373.54
$ 99.64
$ 21,615.59
$ 12.51
$ 12,611.16
$ 12.76
$ 6.15
$ 87.00 $ 97.222.75
$97,222.75
RECEIPTS OF PRINCIPAL
RCill Eslutc: NONE
Stocks ilnd Bonus: NONE
ClL~h. Bunk DcposiL~ ilnd Miscclhmcous Pcrsonul PrOllCrtV:
I. Jcwclry (See Appnlisal of Mumma's Jewelry Slore)
$
2. Certificates of Deposit at PNC Bank:
(*Info note: PNC Bank initially made a mistake in !heir records
us to !he ownership lis1ing on thesc accounL~.
Thesc nccounls werc all in single name of Alia L Solenbcrger,
Wm. Solenbcrgcr and Ncdra Keefauver, hcr son anu
daughtcr werc only dcsignuteu as powers of anorncy. *)
a.) #21001014739
b.) In!. aeer. on a.) to d.o.d.
e.) #21001014740
d.) In!. aeer. on c.) to d.o.d.
e.) #21001014741
f.) In!. acer. on c.) to d.o.u.
g.) #21001014742
h.) In!. acer. on g.) to d.o.d.
i.) #21001014743
j.) In!. aeer. on i.) to d.o.u.
k.) #21001014744
I.) In!. aeer. on j.) to d.o.d.
3. Checking Acet. #5080029876
4. In!. aeer. to d.o.d. on #3
5. Savings Acct. #5080031108
6. In!. aeer. to d.o.d. on Item #5
7. Refund - Bcll Atlantic
8. Pcrsonalty. (sec list atlaehcu) (in room aL Messiah)
TOTAL RECEIPTS OF PRINCIPAL
DISBURSEMENT OF PRINCIPAL
Funcral Expense: ALL PREPAID
3
38.50
Fees llnd Commissions:
I. Executor und E.'iecutrice's r-ces
2, Chllrles E. Shields, III, Attomcy's Fccs
3. Junet Brnckbill. 1.1 & R Blnck close nut and fiuuc. rcturns
WAIVED
$ 3,5<Xl.IXI
$ 2RO.IXI $ 3.7RO.IXI
Family E.'iemption:
NONE
Misccllaneous Probate und Administm1ivc E'ipcnses:
I. Probatc Fees and Initial Short Ccrtificatcs
2. Advcrtising in Cumbcrlund Law Journal
3. Advcrtising in Harrisburg P'"tri01 Mctro- Wcst
4. Additional Probatc Fce
5. Cost of Filing Inheritancc Ta'i Rcturn
6. Cost of Filing Accoun1 (Estimateu)
7. Mumma's Jcwclry. Apprnisal
$ 103.00
$ 60.00
$ 57.18
$ 120.00
$ 15.00
$ 105.00
$ 20.00 $ 480.18
Inhcritancc Taxes
1. Ini1ial estimated paymcnt
2. Final paymcnt
$ 3,800.00
$ 1.460.90 $ 5.260.90
Debts of Decedcnt
1. Messiah Village
2. Lab Corp. Lab Test
TOTAL DISBURSEMENr OF PRINCIPAL
$ 1,917.54
$ 30.00 $ 1.947.54
$11,468.62
RECEIPTS OF INCOME
INrEREST ON ESTATE CHECKING ACCOUNr
11/19/96
12119/96
OI/211m
021 19m
03/20m
041 181m
OS/20m
061 19m
$
$
$
$
$
$
$
$
10.32
42.42
44.28
27.39
15.74
15.74
21.20
7.08
4
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~
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t:U1llt1i ,.! ',.',:.hIL.rl'l :",,1 ~j',jd.,,: .,1 1"'lIh../IV:llliIJ, }IIJiIlI: fir :jl,lIlld /Jilt!
dinpo:;1r1l' miral, tn(!mori'lllltl IIfllJI!I'llt,lIfldlfl'~, do llIuku, 1'1Ihl!:i!l null
dl'I',LiI' \1.\ :1'.' 1,:1:1 Will :H,II 'l'";'I/,UI"rd,, Ill~rl'lIY "f!vPkilw {JIIII m:i1drw
v',jd 'I'" :,1.<1 '.11 priol' Wlll:; iI:; 11I1,' :d, alii' t.ilnt~ IIt.H'('I.IJrorll modo.
1.
J dirf:cL t.he plJj"1IlI:llL oj' ~11 my JU:..iI, dohtn uuu runnrll} uXJ>o.mcn
lHi GOOII n I'l.'~r rn:; dOCnO!if! un the :JltnlC Cllfl convenient.ly llo done.
2.
: I
1 g i VI: t uev h;c llnd hoqllcl.It.h ull Lllc rent. I ronhtuo and romu indor
of m/' tH~t,l1l.'-'1 of \'Ihnt.noovcr nat.ure and wlwrouoQvcr Lito narno may he
f
~.
r;!t.Uot.cu, t.u my t.llrcft chlldrell, t.o wit., Hcdrll L. r:cc1'auvcr, William
I.. :jollmlleJ'I~f~r l.il1lJ Anit.a L. ~1II1t.1a, zilwrr: lmu nharc alike per
st.lrp'..l:i.
I.A:J'I'I.Y, .1 rl(,minlJI.r~1 l:tm:;t.lt llf.'., :11111 i'ppolllt, my tltr(H~ c:hildrcn,
r~ll(lrn I,. t,/_'11J':IIlv'.:r, \'lilLiom L. :i',l'~n""I'I:"r Ulld Ardl.H I.. ::lnlt.h,
'.~
Co-Exccut,or:; (If \.l1is lilY Laot Will lWu 'L'cstljmcnt..
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IN Wl1'lII':~:; ~:up.RF.(Jlo', 1 have horollnLo soL my hand alld ~oa1 thin
-< ,tf.
c-' lJ day of
/71<<
, A. lJ. 1978.
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AlLa L. ;'"lollbcr/lcr J
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