Loading...
HomeMy WebLinkAbout96-00920 . ......0 ."..,~., '~' ..... o cu ... a ... tit ~.. _,.,._.................. '_Ofot....", rp~IO(lllAO,........L"'...., :::.~~:N' _.,___..__.~f-!.9.'L~:".1.~'(2~~!.:~-,.ll,?~':'~N~I~' ,....,_'_........_(:3 _IDl.I.C~."..... f dru ,::::,,:::=,,__ ._ _ c_ _ __ _'- .A_~ '/1UCLC ~~- mlUl'$'u~~ lol(.-'! ~ c7 - ::;-:::.":~ \.__ 'rot;;t.-~~u1,<tI.:l.;)i.'--' --.-,---...- H_'.._"_ ..---- _1_1,N)lN.,1NQ Ulll.-.......' '.____ -,. - ___.. I.lUlfU","A.:o.tUlr..ll.'l;ttll.t'~1 '_"IJ.._~LA" ..--.. .. wtfllAUICPU,..vwo1 Y"-IMU"Ol.al'tt ........-.."......10 UJt,I"ITU.OfCAlnot 01 OlN.., ..'~N'l_glOw(UIC""".l>>lfOlAoCOl'lOHlIII _0 _Ill 061101"''"-''1' ,.......1... ..., ,-- '-- :_....00... , i -----r-- -------.-- , : ....- - t--- i .. ,.utOf oHJl"n ,.,.,., cw..............__......_.. .....-.......~_.......,.,nl #<AIM,"~J IA.w;.-.HOlI'I'lKJUfI,~D ! ! ! J ("J 'I [j ~UOl#o.lt"" "';.,...;.....":,..........;.....i~_IL_I.IX.lioo...~~-';;;O'----- ~",'''4....I. 9- ~" -.- a.IIIf'III1............. -----.---- .~.--- -- ----- !A./'o&l <:III'''.'' C .CIl""'lNG'"''''I.l"''.,..._,....,...,,-~,_..... ............................,..."...- .., .'....~,-" J I J f.~ r.__....,a--........._~_H_.....~_.l__'H.'_ 1'.- --- - IlCt..~ II -, 'p- -""liIIIOUCUIl'''........011.oC1.1..lt,.......,....u.L.''..... "",""",."- ....-, ~," I "'Q,;:."~ "~!.l- (f.. t ,.__""..,t............._~.....II__--,....__.._._.'II-..._........ I I" !l' _" VL r, .\!<_. I" - ----.-- ...........0 ntIJ"" 1':.2'"'"1110 y AI> 0-17"......'''''' ~r c..'rt1ltftllt'J': I 4. I' 1~/7 Iv ',o.V -5{ "HCd.JP."" ,II 171~ " -. -- 1\1 II II ... II ...U ""-' r_.................. ...1.) - II ~-"-......~~~ 'YIOoC,"""liIllIIltCO"ONt" CM"'.Il........_'__..........,..-......,-."..'''.............I''''I_. ...11 .....,................I.,~I....Of..I.... 1lI_,......... ... .. ..- ... . ... "'1JI'lMl'IlGIUILiotI>HU"'jJ" ---~. ---- .JW""a....e._7'itl:~1. J&"~a""-- -~I-;,i;'--~--: :1l:';; ~1~1! 5,{? N lf~l~; t 111111 an ~ ill l'~' hUth'ttt OF GRACE W. DUNCAN BE IT REMEMBERED, that I, GRACE W. DUNCAN, of 912 Allendale Road, Mechanicsburg, Upper Allen Township, Cumberland County, Pcnnsylvania, being of sound mind, memorj, and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1: I direct that my hereinafter named Executor pay all my just debts, my funeral expenses, and the expenses of the administration of my estate. With this direction, I authorize and empower my Executor to expend for my funeral expenses and interment such amounts as may be considered necessary and proper, without regard to any limit that may be prescribed by a court of law. ITEM 2: I direct my Executor to pay all inheritance, estate, succession, and legacy taxes of whatsoever nature and kind to which my estate, or the transfer of any property passing hereunder or olherwise passing by reason of my demise, may be subject, and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxcs, either federal or state, on any property required to be included in my gross estate under the provisions of any state or federal law now in force or hereafter enacled, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 3: I give and bequeath the sum of FIVE HUNDRED DOLLARS ($500.00) to each of my grandchildren specified, namely, BARBARA FEARNBAUGH, KATHY SUE FEARNBAUGH, MARY G. DUNCAN, and TONY LEE DUNCAN. ~ ~ , ITEM 4: give and bequeath of sum of TEN TIIOUSAND DOllARS ($10,000.00) unto STEVEN R. IIROWN, in full payment to him of any obligation owed to him by virtue of my re.purchase from him and my daughter, ALICE, of the farm situale in Monroe Township. Cumberland County. Pennsylvania. ITEM S: I give and bequeath unto my daughter. ELLEN G. DUNCAN, the first right to purchase from my estate the Monroe Township, Cumberland County farm heretofore mentioned. TIle first right to purchase shall enable the said Ellen G. Duncan to acquire the premises from my estate at the fair market value as appraised for purposes of estate settlement. If my daughter. Ellen, docs not communicate to my Executor Ihe decision to exercise the first righl to purchase within two (2) months of the date of my death, and not accomplish that transfer within four (4) months of the date of my death, I direct my Executor to give to STEVEN R. BROWN a second right to purchase on the same terms and conditions as given to my daughter. Ellen G. Duncan. If Steven R. Brown docs not communicate to my Executor the decision to exercise the second right to purchase. and docs not accomplish the transfer within the time frame set forth, my Executor shall be required to offer the property to the highesi bidder at public sale. or private sale, whichever is deemed appropriate under the circumstances. ~ ~ ~ ITEM 6: All the rest. residue. and remainder of my estate. of whatsoever nature, and wheresoever situate, whether it be real, personal. or mixed. including property over which I have a power of appointment. I give, devise and bequeath unto my daughters. ALICE M. FEARN BAUGH and ELLEN G. DUNCAN, in equal shares. , ITEM 7: In the event that my daughter. Alice M. Fearnbaugh. should predecease me. I give, devise. and bequeath the Monroe Township. Cumberland County property unto my daughter. ELLEN G. DUNCAN, absolutely. . '. COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK and We@~EW.DU.~~AN, i)u(j~. il. ~ ~ ;. the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to Ihe undersigned auihority that the Testatrix signed and executed the instrument as her Last Will and Testament, and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses, and that to the best of their knowledge, the Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. ~41V~1 ~L~~ 0 (~ ~ t-- Nolarial 5001 Jonol 5. Gore. Notary Public DlllsburQ 60.0. Vorl< County My CommisSion Expires OCt. 25. 199B MentlCr. pcnnsyivarl.' AsI;oO.,1lOn 01 Nol.1I1l!S ....... , '.^". .. cO c,": I't) I f; ',) WL;a 0: '0 p, , ,. .;,.1 :J UU I t Ti I ~... ~ =; .... '" Q '" <\I 0' ... .... I '-~ I ~ I tnUCC:: ~ ~ wcn....nI ,... ~ '" > ,... - ....... u -00 .-l - ~ - ~ .......l<>. - -- ---. H :J 0 U1 ~ ~ 4-t Cl H"ceQd ~ Ol r:: '" ~ 0 . ....,.. Q.I CU.... ~ ~ :.l...Ul><O l6 ~ .. i . -- u....... ..... -- l"l ~ <<I 'W ...... tttt '0.../ ~ ..... ~ :I: '" 00 - - I o ... - _ f U'" :l ...... - ~ I c.:> tl)UlU,.c I ~ .. Ol Ol . ~ 0..... Cl l><.-l f~(; ~ .q .... . N Cl tt"T $'" ~.. .. ~-I .:. " . .. "... ,.a .' ..: '" G- - I'rl' (/ 1::';-) - INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS v$J or) 'b 14, Rtv -1600EX .(1..., ron OA1[5 Of O[AflUFT[R lZ/ll191 Cti[CK HERE Ir A ~;I'UU5AL . _ rI l'OV[II'TCll[Ot'ISCl"'M~ FilE NUMDER cO"'~P~~HWWl,' ~fMIl~~'NI' HAnn,sB6~t.~.ffi 'Z~.o('ol 2196-0920 HUUOER T[An COUPHT CODE UlClOt", ~ COMI'LlTl Aoon(!i~ 177 Rld!:u Ruud Gurll:lIe, I'A 170)) DECEDEN"S NAME ILAST. rlns', AND UIOOl( INItiAL) Duncan Groce W. SOCIAL SECURITYNUMDER DATE OF OCAltt OAf[ or UllllH 178-16-6648 11/03/1996 01/11/1914 D E C E D E N T Counl,. Cumuer 1 und (IF APPtlCADLEISURVIYING SPOUSE'S NAME{lASI.FIRSr AND UIDOl( INIIIALI !iUCIAl5[CUllITY NUMOEA AMOUNT RECEIVEO(SEEINSTRUCTlONSj 0.00 Remainder Relurn lIor dales 01 dealh prior 1012-13-82) Fodoral ESlale Tal( Return Required Tolal Number of Safe Oopos~ Boxos 2. Supplemonlal Retum 4a. Fulure Inlerosl Comproffilso lIor dales 01 dealh alter 12-12-821 ~ 6. Decedent Died Testate D 7. Decedent M.linlJined a living Trust (Attach co of Will) (Attach a copy 01 Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: X 1. Original Relurn 4. limded Eslale CAB H P l E P 0 c R C K 0 K P S o 5. o 8. C P o D R N R D E E S N - T COMPLETE MAILING ADDRESS Wm. D. Schrock, III Esquire 124 W. Hurrlsburg Street Dlllsbur PA 17019-0310 1,0,000.00 None None None 57/..91 None None NAME Wm. D. Schrock III Es . TELEPHONE NUMBER 717 432-9733 1. Real Eslate (Schedule Al 1 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held StockfPartnershlp Inlerosl (Schedule C) (3) 4. Mort9ages and Noles Receivable (Schedule D) (4) 5. Cash, Bank Depos~s & Miscellaneous Personal Properly (Sch E) (5) 6. JOln11y Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (Schedule Ll 17l 8. Tolal Gross Assels holal lines 1-7) 9. Funeral Expenses. Administrative Costs, Miscellaneous Expenses (Schedule H) 10. Debts, Mortgage llabililles, Liens (Schedule 11 11. Tolal Deduclions holal lines 9 & 10) 12. Net Value 01 Eslale (Line 8 minus line 11) 13. Char~able and Governmenlal Bequests (Schedule J) 14. Nel Value Sub'eclto Tax (line 12 minus line 13) 15. Spousal Translers (tor dales of dealh aller 6-30-94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable at 6.1. rate (Include values Irom Schedule K or Schedule M, 1 17. Amount of Line 14 tallable at 15./. rate (Include values from Schedule K or Schedule M.) 18. Principal lax due (Add lax Irom Line 15, 16 and 17,) 19. Credits/Sp Poverty Prior Payments Discount R E C A P I T U L A T I o N (8) 40,574.91 (9) 15,277.11 10,611.26 (Ill (12) (13) (14) 0.00 X , 1,,686.5/, X ,06 ' 10,000.00 X ,15 ' (18) Inlerest (10) 25,888.37 14,686.54 14,686.54 0.00 (15) 281.19 (16) T A X C o M P U T A T I D N 1,500.00 (17) 1,781.19 (19) (20) 0.00 0.00 + + 20. II line 19 is 9realer Ihan Line 18, enler the dillerence on line 20. This Is Ihe OVERPAYMENT. [KJ D ICheck her. If you are requesting a refund of your overpaymentl 21. If Line 18 is greater than line 19, enter the dilference on Line 21. This is the TAX DUE. A. Enler the interest on the balance due on Lino 21A B. Enlerlhelotal of Line 21 and 21A on line 21B This iSlhe BALANCE DUE. Make Check Pa able 10: Re Isler 01 Wills. A enl .. .. BE SURE TO ANSWER All OUESTIONS ON PAGE 2 AND TO RECHECK MATH . . (21) (21A) (21B) 1,781.19 0.00 1,781.19 Under peNlllelol perjury, I declare that I ha\/eeummed Ihls relum, Including accompan111llJ ~ctll;!duJe~ and ~lalt'mt'nl~..nd 10 the be~1 01 my knolo'oledge.OO bellel,lIls !rue, correcl.nd complel..1 declare Ih.I.Ureolleslolte holS been reporled allrue INrkel \/oIII,lU. Oecloll.Uon 01 prc~ref olhl'rlhan the pefsoNlrepre~entallve Is lusedon alllnlormatlon 01 which pre~re' holS.ny knowledge. \1m. D. Schruck III ~?!~ X _~'!~!'.l_ ~~!-'_r:e_ ~_" __ __ _ ___ __ __ _. _ _ -- _ _ -- - -- ---- Dlllsburr" PA 17019-0310 Wm. D. Schrack, 11 I Esqu 1 re ~?!~ _ ~:_ _~~!'_r: !~!>_~~6_ _~~!'~_~~ _. _ _ _ _ _ _ _ - - - - - - - - - - - - -- Dlllsbur , PA 17019-0310 DATE URE OF: RSON RESPONSIBLE FaA FILING RETURN vz----; t~'7) DATE . SIGNATURE OF PREPARER OTHER THAN REPRESENT ATlVE 6):) ;/) Form 1500 (Rev. 7.94) m sollwoIre only CPSyslems.lnt ~~'JJ:,::7j I,' "'.I ~;~l '~J ""1 ^"i, It'l 1',<,,', ;." . i;:l ,Wf,: ~ij {ft....<.. \;,l,j! ~.'" 'v.\nC'J ~~l 1fitrJ !lt11 ~:':~) ~:~J ~1i', fKf.1. &~' ,*., fl' >i'j :..:.;~ ~,:~'jj w~ :'i"'~ <~.,' -' ~";,,,, . '1 -,,<it:,:' r:r ~4~ ~'~ ~;"":_..~,,., .,,:}i:t , ~:;r~~ :~" !1t;, jf;V; ~, "'-' k,:~:;j p'- t~ ~v ."~ v-l~ ~il ~1 '\,1 if" ~ll {:J:1 1l" 1~ '<1 ~~.! ..- .. i) '-.,,1 ,/~ -. l""l I ..J , ~ J , U I~ '- i:J r.c P' ;J 0: -::> ,...,.. OJV Act '48 01 1994 provides lor the reduction 01 the tax rates Imposed on the net value 01 transfers to or lor the use 01 the spouse. The rates as prescribed by the statute will be: e3% (.03) will be applicable for estates 01 decedents dying on or aller 7/1/g4 and belore 1/1/96 e2"lo (.02) will be applicable for estates 01 decedents dying on or aller 1/1/96 and belore 1/1/97 el% (.01) will be applicable lor estates of decedents dying on or aller 1/1/97 and belore 1/1/98 eSpousaltranslers occurring on or aller 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Okl dec.d,nt make a Iransfer and: .. ,etaln the us. or Incomo of the property transferred.. . b. ,etain the right to designate who shall us. thlt property transferred or its income. . . c. retain a reversionary Interest: or. . . . . . . . . . . . . . . . . d. receiv, the promise for life of .~her paymanls. benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. "death occurred on or before December 12. 1982. did decedent within two years preceding death transf" property without receiving adequate consideration? If death occurred afler Oecember 12. 1982. dkt decedent t,ansfer property within one year of death without receiving adequate consideration? . , . , , . , , , , . . , . , . . . . . , . . . . . , . , . , , . , , , . , , , , . . , . , , . . , . , , . , . 3. Old decedenl 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. Copyr~ht (c) '994 rorm soflwI'. only CPSyslelM,lnc. 'DIm 1500 (ROY, ,...) x x x x x x . / REAL ESTATE APPRAISAL Prop. rod For: GnACE W. DUNCAN ESTATE C/O WILLIAM D. SCIIRACK,lI 1 124 WEST IIARnISBURG STREET, DILLSUBURG, PA Proporly Appr.lood: 177 RIDGE ROAD MONnOE TOWNSIIIP, CUMBERLAND CO. CARLISLE, PA 17013 Prop.rod By: DAISY S. OIlRUM, APPRAISAL SERVICES 125 WEST IIARRISBURG STREET DILLSBURG, PA. 17019 t~!.,.rOf""PltX'.U"'1S~lttm'r:ll.s.f'''tll''''I'(!lO;')1'J.Xlle '--' --- r..~ _...CRACIl W. DUNCAN..IlSTATIl_.....,__...___..____ --- ~'''l77_RIIl<lE ROAD .... .....-..-.-........ .--...---..-.-.----..--.- LISLE .."""'" CUMDIlULAllD., .. ."" .I'A _ .,.......___!..:...17013 . _~.___ .._ .__ .._ u .~'_' ._.~~..__~. .-,,'_n THE MARKET VALUE OF THE PROPERTY LOCATED AT. 177 RIDGE ROAD, CARLISLE, PA, AS OF NOVEMBER 18, 1996 IS. FOURTY-THOUDAND DOLLARS ($40,000.00) tt:JtNp.lI'h rOfIN PrOCl'q Sytl"" IOf lI'" PI"r'll., "(1102) In'~ll Cl UNIFORM RESIDENTIAL APPRAISAL REPORT ,,,.... PIlNCAN "... .7" HIUUl~ IWAD C.tf CMH~ISI.g ',1,1. Ph 1,..I...,.I'/OIJ ,.1........' 111351'55') l-,~",I, ClJMlUmLAtm ,,,,",'UIIM l0063000!i t",...,96 HI ,....,'1\0'1.10 .,'....."n.."'.....", ..... U ^ ,.,,,,,,,tn,,,,,,,, IltHlC^U E~,1'^'l'E t"''''I-'''' [ J 0...'-.., LXI,..".". LJ ....L.f\1 "'"'" ,- , 11..u,,,,,,, !'tn,,,,:11,,... (._ll'lIO L-lI:U...',....,",,'<n(IHJIlI'lAI..,"1 '1'1" lUll ."......,.. ",",,,,",,,. """,,"'.'" 22 -1 0 ..",.. "., 11 'I ~,'.I"":.' 40000 [Will"""'" 11 /6/96 1...U'....1..oI1..'..f't".......",...<JW"t<......l.."''''..I..II".....toI I.M.I/Ct.".,! CHACB W. UUUCAtI E8'I'A"E A.M'II" }'''' It II>GE nOM), eMU. I BLH, P^. DAIRV H. OII1HJM OOJTl ",.",.." t2!i WES'I' "^IWIBlltlHO 's'I'UEE1' DlI.I.!lnUlln PA. 10':"""' i IlJ'I,... I X I '_,,".~l"" I ! /I",.' "'edo",'"'"' 511",!'.1,,"1I, houIlnliJ PI...nt I.nd u..... Lind u.. ch.nliJ. 11''''1''1' I 0...' 1'." . Xi.", ".' r ! I',.",,, ;'" occup.ncy I':~~'~l ~~'~) 'O,,"I.rI"', I I ,.." u., ! I "'ot, Wt,...I"ll.h' '11'1'" X ',Id!'" ',II"" X!l'''''!''' 'J!") ~)OOO In,," 1 .J 41.1""'1 IX!Iol"un,,, f''''I...I, _........1 ! """"."'~J i X: ',1..",.. i I.... ..,"",; I ,...,..',. 2!.iO 'I"Jh 1 00 1,1"'1,,1.,,,,1, '0 1"-_I"<4'!', i : (.~<l"'J" 1 X I "'I.'e.....i ) t~.... ~t.H', : X I \I.. ...I(U '.'l l'w,I',,'''''''''! .."",m"....., 1,l"'~.I""JI"".l i IJI"~I" In''..' lxl" fJn.u, L.J pw'''n~" l..J ~""',I({},.".\ll :l!.iOOO SItIGLH FAMILY Hal.: Rac. and Ih. ,Iclll compo,mon at 11'1. n.lliJhbolhood If. nal IpPIlI..1 r.clol.. 1-4.."J"I...~ht'OJl.ook"..I.,..,...'><ld'.'.ctUII1I...:. JUDCH HOAD 18 I.OCA'l'HD UE'l'WEEtI LEGAlSLATIVE ROU1'E 74 MID LISlIllRtl IIOAD, 2 MILE FIlOM CARI.ISLE, 1l0llTE 01. , r,CIUII 1".lllhl'd Ihu ",4,...I.I,,!"1' ulll." l""'....'t.us no I"" n""Jht.n.h,x>-1 (plI.",,,I, III uml~nr",u"I..", ....,..",1..,. ..mlllnrfNtl11 I!II~',I,.II>pllIII" m..~_I, .Ie) , SELLINC MAIlK~;'I' MID, H1TlmEST IlATES AlU, COOD FOil IIUYEIlS, I,MI'LOYMEtlT IS STAIILE ~ WITII IIAIUlISIIIlIlC CIIIlLISLE WITIIIN EASY COMMIlTE. MIINY LAnCE IIIlSlNESS III TilE SIlRnOlJlllllflC AlmA WI'I'1l EXCI;I.I.ml'I' wonK FOIlCES I,ll,~..l coo.J'loOl'll N,th. ,uLloel "UIlJfll'O"'IXkl('llCluoJ""J ,UrIJOlllo' U",.I.ot.lnII;OI'C!v.K)!ll .ql,,11l'l1III Itw.o !lentl vI pI(lfIOtll, yal"",.l'ItllTllu<lllullll'r, IMm&I)ul,"\J t_ .. '\Ie'" at (1"11 on CompeltllV. J.o!op.,ll..., 101' n'. '" It." ntl"Jf\I>o,t\oQot dll~CI'I'loon 01 Itlt! plowllunco 01 lI'ot and '....llClIIg COOC.UlOI\t, .Ie I PROPERTY VALUES ARE ItlCREASINC III TillS NEIGllIIORCOOD, AND SURROIlNDHIC tlEICIIDORCOOD. SELLERS MIIY PIIY UP TO 3 1'0IllTS TOWARD TilE PIlIlCIIASE OF TilE 1I0ME FOR IIUYERS . PIOJ.ct Info,mlllon for PUD. (1"I'PhCllt.lu)' . II tr'lI! d".vIoW'/I...,IJu' In l.CII\lll.>l ollllU .+on-,,, 0"'0"" AUOC'lIllUfl (1l0AP _ _I 'ut I "pploum41. JOlll numbul 01 u"", IO!l18 ,ut>jt.>r.II'OrucJ tl / A "1P'U"lT\llhllol.! n...rr.wl 0' "'"'" 101' \III) III 1100 tub)ucl P'Ol*Ct Oe,cnt>e common .lem.",I, I""'t/Cltt.honall.c",t,o, N ^ L.J NlJ N/II [)omenllO!l' 310. J4X396XJ82. lOX310. 34 . TOpc)<JI.ptl' DOWNWARDSLOPH S,'.".1118134.72 SQ.FT CuUUlOILJ'Yc, [><1 No 'Size 2.712 ACRES Speclhc ,onln<Jc1au,loClllOI'Ir><.lIjO'CI'fl"un AGRICULTURE Shire RECTANGULAR lO'W.gC~.oI&arol;:l,l lxllollll I'J l~..""",,,,,I,,,-.gI"'.""f_.,j..ul r_1,:IQIl.' [lIlOlotl''''J 'OrIIf>'<JU ADEQUATE "1oftl&w~llIWnlfTl(I1"',.J [XIPltt_tt"luiu lJOll,uruiu(u,pLlo) .V>u" AVERAGE UlIlItl., !'utlll(; (llllttl Olf.,".lmp'owem"nt. T)fltt rul~oc 1'1I~.Iu llll.hta'....J AVERAGE [lli/Clloc,l, [Xl !.I"JtII I .., Ixl {)IIWO",.,tiu'!.c" DIRT a.. l_J , CUlb/<Jullul L I LJ I ...waUtnl Ol\lIm"ol' AS PER DEED Wal.' r-1 PRIVATE SI<1e....llo, [] L~J .r["'ASpftClstFlooo:IIUU,.,A'.1 Oy.. [X] No SAnlIII"...... r"] PRIVATE 'illounoJhll [~] [J :rElAAlonot 420364 !,I.pOal. 12-4-79 Slorm,e",.' U PRIVATE ,.AlIu, L.J [.J r[IAAl,l.pPlo 3 Comm.oI, ('PPlrenlldw6I'. .nttmunll. enc'oaehm."'t, Sl*'CII! nsou",ullls. shdal",., dl_II.1 O'IU<jJIl nOllCOIl'orll'Hl'IQ 10ll""Ol u,e. ule ) NO ADVERSE EASEMEtlTS, ENCROACIlMEtlTS NO'rED AT TIME OF INSPECTION GENEAAL DESCJ\:PTION f No oJUmI' 1 No olSlorou' 2 Trre (0.1 ,,,") OT . o.'>on(Strlfl) 2STORY . [.lslonliJ,PlOposu1 YES ...g.('",) 80+ [tleel,.,.... YI' 50 ROOI.lS FOfel lI_'nQ 811_1 'lewu" 1l"'~EI,l[NT lNS\A.....1I0Pl ...,ea SQ FI 500 Aool : "FIIll,I..Cl ;Cltlhnl;J .Ce,t,1'IQ !w.n, Wa~' STONE i flool . FIool' CONCRETE PIon. 'Qul,od.rnlr,METAL i~X ! IJ [l 1':'1 [] [":'1 LJ [J,t[1l10nl'lsCfllf'IIO'1 rwtl(I"'IU!l FOt<fl<l..I,OfI STONE !jl4b r.I.'MJlw.n, WOOD/ALUMcl....tSp./lcu 20% AooISurl,)!;:O METAL ll,lS"munl PARTIAL 'Gl1llull&Dwo,pt, METAL/SOM SumpPu",p YES W,,",ow T)I'O WOOD Olm~IlU YES Slorm/SCloun, AS EXIST. Selllemell\t . ',.I<I!1lIliCIUlOO ItJlnll NO 1",lo,lllIon Otn,noJ 1I"lcl'>Ol\ Dun r .md, Am : Aile Rm 'llutllOQm. L'Untll, Oltlel ..."..5qFt 500 011 243 'Oal'" 1 1 1 2 1 1 POR L.,,"Z FItlIShe<lll..'bov. IIduCOfIIII,n, 5 Room, 3 (Io<llDOm , 1 Il.lh!, 1064 5ql1l1. r"l 01 Gruss llY ...,.. . lN1ERIQn "'llttll.!Il,/Cor.tl'!,on : He...TING II,ITCIIEtl[I)UlP '...lfte i ,A,l,l[PllTIE5 ! C...ASTORAO( 'FIoOI, VINYL/WOOD TU. AIR !flv!l9O'1I10l l ~.1 'lor", Ixl :rnt"-=e(')' ["J i .... [] Wlft, ru..l OIL IlI"'JeIO.e'I!XI !lIlli!' I I Plt,o I] iCllloJ. 'ole." TllmIF"",1'I Cl;AJIllQi"!AVG o,nOOSlI I I OtOflal11f I I :Ooe.. 11 , AlIKhtrd D.llhFIoof rOOL!"llj ['o~I".,nl,m I ! !lculllu , I PtJlChX II o.tacheJ , UllhWIIfl\col CU<1Il.1 r.'lIllood ! no", ! I rttnee. I 1 lIu>IHn """', Olh.,. 1I000,ow,wu I I tI,-.~11kJ , I roo, I I C.'porl co,.dholl W.\I"",()w...1 r,,,...~,,,l I I I ' [)'~U"'IY X "d,MIOIl.II.IIU1OI('fMIC,.'.""r""IJI"c,unl'!t.m'..tc) lIOlIE NOTED . Condo loon 0111. ""Jllth.munlS, oJIlPlltCl"'1()l'l h"'~SIC.I, I"l'lCI,o"al 11"'1 ,..""nal). r"r"""I n&oooo. q...l,ly 01 const,ucllO!l. I.moCllI~"""/loJ1"'.on.. .Ie PRO PERT IN NEED OF MIIJOR IlEPAIR, 1101'11 IlISIDE AtlO OUTSIDE A<Tvu"u "","l)l>r!,.ml.l COfloM""'\ ("VI;"'" ",.1 IIoll,m,llO'llO. r...ta',l,~.\ "'11\10' ,,,..c \ut"l..",,:u,. ule 11~,,\u'\lln U... ""1~<J'\I""'I'Is. 0" It... "I" UI of,lfIO 1lMl1OJ,.I. ~'",'"lr ollh. ,..,t.:uct r"Of"'II, EXCESSIVE AMOUUT OF JWDDISII ON ArlO NEAH DARN, BOUSE, ETC Fltd)ojMlefU'",to 1,i'9J ",At"': lor Z It~I..., r,."ms''tl).-II~\'''JS.,.,h'''''I''I''AlII'',.t..., 1 {J'JO.\J "J.)J'~ r.........u.wlOlmlU)4 t.'oIJ lOOt UNIFORM RESIDENTIAL AI'I'HAI:'AL. HI:t-UH I uurH":" 'UoH.. ,,_UU!>'" ",All" I",t,'lUlIll'lltllltM_'M'tj('II,\l-hl 'fj (~ .~I 't.' ')oll,e' ., !COfW'I..nll on Cutl "'11>'OIo(h (t.,ch.. 'WU 1,11 tut'I.I"".', .',. ...... "1'....1001 ,..1(;....10(," ">0111>1111/0 'VA......,'~I". II. ! .11,....'..II.......~ ..,,,l<IoftWC kle 1,1111",,,,,,,.",1 1'!lOPEI{' I!i trOT 1 U noOl> IWOlJGII SIl^J1I~ TO 1 00 IUWUOllUCT I au CO!:T, \ IIEI'EIlI:Cl^1'OIl CU!m; WOUI.Il 1m 1'0 mIEN!' , , , ,.....'.".", Ulljl~ ., t),,'~'IC"1JU'1 'o,lle' 'o'..I.t.....1tt4Cot,.... -, LIt' I'tor......! 1.......'..._' i ,.,..".. t~I"K'.'."" I' 0' n.'.......'.., v.t.A Cl''''i.,,,.,,,...,l. "' .....,..."'.......I!t,'.If!>t."......n.. ., INtIlCATrO VAlUllIY CO" "",.ltOACIt 0' .11 '" !ollilA c I \ 1)...1'....'..11\1 '." , (111,1"#01,,1,111 I t,O 1 L()I,lI....HAUllIIQ ] I"" nIOGl~ HOAD 106'J 1'1~'I'I.:m:nUIlO UO '20J :i. (,oem;,' 117 S. 1!llI'Ll!,{ ROAD ,.,....CMILlm.l!, I'^ C^IU.WI.I:, "^ l'Olll'I' 11Il. MI:CIIGIl rU:CIIMIlCSIlUIlG,PA 1'.o.""'I",,~..t-tKI. ,5 HILI~ :lj .~ILI~""..,,: ~,,,n'~11~11"III"11! !J."""oe", 40,000 .".. '_'. '. ,,,' 9." O~o .1::.::"J;d"~" ,:II',:"f.~~,',.IO'~I~I:'!:::l,:1 li!!.l! J: I.' '''I'~II'?'I~lt'?.O PluIOlouL........' J7.!i9l1.' 62.26l':, ,.,.':' 29.J" ~,:lj:;.:Li:!:.tj,J:i.:i,' 64.29 ~iH:~ 1j:.U!!.!:~: 0.1..,0.11.... IIOV. 1 n. 96 COUU'I' IIOU!.;I: ItI~COH COUH'r IIOU~I~ u~c counT 1I0USE nl!cono V~,loe.ltQtI~lN":.1 ,IUSP/CII DlUVI~-UV pnIVE-UV pnIVE-DY vl,j,t.(NlJnl",NI5 (l(!icn~'lIo'. r>L!ocIII'T'O'.: '!''''''Ir-''-'! t1:.,C!UI'IION I.HI~l"""'l, (l(SC'~lf'llOfol i, .(-11,..- 5,.'Ul"'_"'ltI<~ '"'' ':''::::1-::0'' ,"COtlV ' COUV ' ~OtlV <'''"..~, :. ' , ,'. :: 'IOIlE (IOIlE' 1I0llE ';"I"""'I"''''IIf!'''''t'I''~ . 0.1.015.'_11"". , 1':;::.:\:::.:.:::::::::",6/25/96 2/22/96 - '12/29/95 ; . ",.,~ ^VERAGE AVER^GE l.VRR^GE ~' VERAGE ' ,....,.."'"''''..rEE SIMPLE ~'EE SIMPLE FEE SIMI'LE EE SIMPLE;-' 5". 2.112 ^CIlES2.50 ^CRES 1:1.00 ^CRES+IOOO. .44 ACRES:-~:iooo :.:""",,,,_ ~v~~~g~/G :~v~~~g~./GO: ~v~~~g~fG6d--- -~v~~g~iGod--:-- (",,,,~<"'''''''M}.RAHE/^L/F ALUM/AVG -15000 ~RICK/FIiIR ;-:40-cioP-RICK/AVG_ : ~10000 . ,lg. 00+ 00+ 150+ 150+ - ;. <""'~ 1'001l GOOO -10000 r^1ll -5000 pOOD . -10000 ,ltlO'o. Q,U. l.ol........~ u.... ,.... "".. ..."'. l T.... "",., a.w.. I t_...... .....--: . ~:':,:~~~il^~/'l;~tl~g~t/tl:;;;' :~~g5_ _~~~~I~~;~;~~.~~~~~_.~g~i7~-:tqt\~~~g_0_: FllIlCl.on.tU'." FAIR FAIR COOO: -JODO GOOD . -Jooa . :.~~~::_~IL/II^ ~:~~~:^GE. ~:::o.. t:~~IIW ... -500 . r~:^::. .~J500 ,~" P,'.Oo<< OU1'UUILDItlGOUTUUILDItlG -JOOO ilOtlE . OU1'BUILOItlG --JOOO ;:;:;;;::::: r01m I -J15G0020.~f~~~I~;.._~. ~~.....~,..-:L.2'_2_J.~0-2rI0IlE.- i=. ..-.-~~ J- -4 :-O-O~ He,....,. (101") ':::':-;:T'!':~;:::ir:-r;:'::: FTIf. rv1. " ~ ,,,,,,,,,"'''!'!''h,,,,.I''''I!..,. '.1'1,\1':;'1''''''''11 '1'1 "1 I 11' , III III I ' ....,..",lltdS.'-' Pile. " ,I t, !' '''I' ;', 1"1;1::,: .:'::'~ j"I',:;- , ,:,;i!:,i'I'i!ltll~1 !1J:h - -- , I :1, ,\1: !llmr n_ . - oICOll'P'.'~ _ 60,795 d :.,::.,~..,.'!!;.II< I 45,610;::.:'1.: .,,;: ::1.;::.::' 55,20 CQmlf\lff"1 on 5''''1 C""",p,,~on (...cl.w,...J I". '''l1oKll~~'i' ,um~',l>o!'" 10 It... ,.,~hb<JohOOJ .Ie) SUUJ'ECT PROPERTY llEQUlllES MUCII MOllE WOllK 1'IIMI TilE COMP^Il^IlLES 1'1I^1' I II^VE USED. COMPAllABLE 1l0.2 IS TilE BETTEll COMP^R^BLE FOR TillS PROPERTY, AlID I STILL tlEEOTO USE MOllE DEPRECIATIOIl TII^1l 1l0RM^L. ^LL OU1'OUILDItlGS ARE llE^DY TO BE TORIl DOWtl Oil IIAVE FALLEtI DOWIl,1I0USE II^S 1101' II^D UPD^TES Itl ^ tlUMUEll OF YEARS~EXISTIIlG FLOORIIlG, C^BItlETRY, ETC. 1l0TIIIllG UU1' THE SJlELL .IF TIIAT IS STILL .USEAB-LE. _.- 11[" : St1D~CT : COlAI'AII,lUL[1l0 1 I - COIolP...R...OlCNQ 2 -- -1 -- CO"'PAAADLENO ]"--- "'..1'<....."'. '1l/G/96 '0/25/96/COUllT 1I0US 12/22-/9G/COUllT 1I0US jii}29}95)COURT "IOU ""'''....0_ $45000.00 $91000.00 :$60,000 r,9.0.000.00 ~.....-..........6/29/95 /lOIlE /lOIlE , . I'OME. - - -- ,. ~. 01 "'" C\I,..... '"~ 01 &oM, oplU\ or .,lflQ of.,... kl,,..:1 VOflUllt 11-.:1 ~ of tl"tpr;f'" of 1I.tifIIC11I'II WftlIIIUt. W1\JW\D'WyMI or 1hea.I.of_WI. SUIlJECTS DEED. WAS Tll^IlSFERED JROM _STEPIIEtI.ll!lO,!Il.TO _!:lllACE. DU!lfA!LOIl--.E/29/.9.L._ FOil $1.00 lOCATED VALLE 8Y S'AUS CQWlARisON APPRoi"cit---.--------. -.--- -..,-,.---.-------- , 40 ~OO IlIcDlCAUDVlLLEUYIICOW:APmDlOI ",lWlC.U. ('I,m.I""I,l..~.ln.nlt ,...o.Oroun.,nI"'ulNll.., -t --... - 1",,,,,,,\111,,1f'tIl)It K ...... ... 1"1:"-':llotr.!~111'0I"",",",.,,,pvclun'OIW1>>'oOI'\I"'I""'~ _ 'uI:'l'fClllJ~l.<Onl*plInIlI\<J'~'ClIIJl'I <""""".,........ PllOPEll1'Y IS BEIIlG ^PPll^ISED III (^S IS COllDI1'IOIl) MOST OUT nUILDIlIGS ARE BEYOIlD REP^Ill. IlITElllOll OF 1I0ME liAS IMPROVEMEIlTS nUT ARE VERY : r"""'M''''~ OLD OR WEllE tlOT COMPLETED ^S TilEY SIIOULD IIAVE BEEIl LMlD V^LUE IS MOlll: 1'IIMI Tim lIUILDIlIG V^LUE ^1' 'WIS TIME, MID MOlll:YS WILL II^VE TO BE SPEIl1' . JUST 1'0 CLE^Il1'IlE I'll0PEll1'YOF TilE OEURIS 1'1I^TISAllOUllD.MIDIIl.IT ' tM pIIpM of 1h1 ,""..Ial" 10 "IIN'.I"'- 1l'III'.I..."""or IhI "Ilv"'''''t l!lll'I r. M,..:I or l/'oo' '.poll. wMdO'lIfW ~ tc:nibC....lI'-.:lv;~W~I;;;:~ I/)jn..-.gcorn!&lrll, 1/)j1!'lll...1.......dlt1Ilhon\t>tl II. '1.I1..,...,....Uact.ed fIN" UIC fOlIftO'.ltf..,....fOlIft K'04D(""",.s 6/93 - -- - ) I (WI) milAn TlI( UlRllll VALl.(. A\OHlHlD,Of nl( RfAL pnorum lit At t\ TIC: SU8LCl Of lIlt\RfPOOY.l\ Of NOVEMBER 18 1996 IWtIlOt"~~l1[Of~Cl~1tt[Uf[CIlv(DAt[0f1llrSRtI'ORT)101J[' 40,000_ _ _' . ~-- .. APPRlISlR I I'. ~ SUf'{RV!SORY lI'PRllSlR (ONI.'''' R[Ol.mfD) .S..,.,.I.." '-,u..lt.~, ,/ I.l'J,J _ 5IOfI.1uI. __ .____ _~___ ______~_DD04 o Old No 1>1_ DAISY s. mUM N."", 1lI'l*lPI()J..llt o.'.R,poIIS~ /23/96 O.'.R.poIIS~ - -- - - 51.I.CIII"'tC.hon'L c. NO. 0037J sl.I.PA S,.I.CII1"'tC.loOIl' 51.1. 0. SI.I.LtC.....' 51.1. 01 ~I.I.LlC.fI... 51.1. flw...Ma;fUl""0 6''JJ 101.:11 l'A'j(1C'f1 l~h".rOl""p,o.:.'''"9!i,'!Iffl'''OIL...,P,'''I''' I (I(l;'lf1].)J11 f..,.w..fUllftkOll 6 REV. 1101 EX. (2.111 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pleas. Print or T . FILE NUMBER 2196.0920 CO":1.\lnrim~~MhYANI. ESTATE OF Crace W. Duncan SS(} 17B-16-66/,B ll/03/l996 mUll bo dllcl.lld on Schodulo F) DESCRIPTION American Travellers . refund VALUE AT DATE OF DEATH 47.56 2 Benetoc Consultants, Inc. . accldontal death premium refund 6.00 3 Harvest Life Insurance Company - premium rofund 192.16 4 PNC Bank, N.A. - personal chocking account 051-4018-3358 329.19 TOTAL (Also enler on line 5. Reca ~ulalion) (Anach .dd~ionaI8 112' x 11- sheels ~ more space Is needed.) Copyr5ghl (c) 1114 form IOftwlle onty CPSYlternt,lnc.. S 574.91 FOIm 1500 Schod,," E (ROY. Z.I1) REV. 1111 EX . (7.11) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCEllANEOUS EXPENSES COllr..mfim~~,WhYANIA ESTATE OF Pl.... P,ln' 0' T 0 FILE NUMBER 2196.0920 Grace W. Duncan SS 178.16-66/.8 11 03 1996 ITEM DESCRIPTION NUMBER A. Funoral E><p.n.... 1 Myers Funeral Home, Inc. - funeral expense B. Admlnll""lIvo COI'" Personal Representative Corrvrisslons Social Securily Number of Personal R.pres.nlaliv" 188 - 32 - 3075 Voa, Commissions paid 1977 1. z. Attomoy FilS Wm. D. Schrack, III Esquire 3. Family EXll1'4'lion Claimant Ellen G. Duncan Address of Clalmanl II deeedenl's death Sttlll Address 177 RidKe Road Cily CarlIsle Stale PA Zip Code 17013 Relationship OauKhter 4. Probate Fees Register of Wills C. MllclUaneoul Expense.. Cumberland Law Journal . estate advertisement 1 2 Daisy S. Ohrum Appraisal Services - appraisal of residence 3 Miscellaneous expense. 1st class/certified mail, notary fees, etc. 4 Recorder of Deeds recording fees Deed and Mortgages 5 Recorder of Deeds - recording Release 6 Register of Wills filing fee 7 Register of Wills short certificates 8 Reserve for future administrative expense Total of Continuation Schedule{s) TOTAL (Also enler on line 9, Reea itulalion) (II more Iplelll needed, Insert addlllonal"hll'" of lame Ilze.) Copyright (c) 1194 form soflw.t. onty CPSystems, Inc. AMOUNT 4,942.41 2,975.00 2,975.00 3,500.00 90.00 60.00 275.00 50.00 73.50 13.50 15.00 6.00 250.00 51. 70 S 15 277.11 Form 1500 Schedule H IR... 7'''1 REV. 111I EX , (1.11) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pi.... Prln' 01 T . FILE NUMBER 2196-0920 COll~"i\\1~f.%0{~&~~r~'"" ESTATE OF Graco W. Duncan SSII 178-16.661,8 11/03/1996 ITEM NUMBER 1 DESCRIPTION Cumbor1and County Tax Claim Buroau - roal ostato taxos AMOUNT 464.50 49.30 2 CPU Energy' eloctrlc bill 23.08 3 Hospital Billing and Collection 74.38 4 Mary A. Murray, Tax Colloctor - taxos duo 10,000.00 5 Steven R. Brown . personal mortgago TOTAL (Also enler on line 10, Reca ilulallonl (It more space is needed. insert additional sheets 01 same size.) eopy,lght (c) '"4 form sallwl'. onty CPSyat.ms, Inc. $ 10 611. 26 Form 1500 Schedule I (Rev, '-931 r---:--" . Estate of: Crace W. Duncan See Sec H: 178.16-6648 Date of Death: 11/03/1996 Continuation of Schedule J'A (Taxable Bequests) Item Name and Address of Beneficiary (I Relationship Amount or Share of Estate Gardners, PA 17324 6 Kathy Sue Fearnbaugh 1726 State St. Harrisburg, PA 17103 Granddaughter 500 7 Barbars Fearnbaugh Shetron 36 N. Market St. Duncannon, PA 17020 Granddaughter 500 . 1Uct~tt ]ID'iU ctttv QIe,~ttct1ttettt OF GRACE W. DUNCAN BE IT REMEMBERED, that I, GRACE W. DUNCAN, of 912 Allendale Road, Mechanicsburg, Upper Allen Township, Cumberland Counly, Pennsylvania, being of sound mind, memory, and understanding, do m::J:e, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any lime heretofore made. ITEM 1: I direct that my hereinafter named Executor pay all my just debts, my funeral expenses, and the expenses of the adminislration of my estate. With this direction, I aulhorize and empower my Executor to expend for my funeral expenses and interment such amounts as may be considered necessary and proper, without regard to any limit that may be prescribed by a court of law. ITEM 2: I direct my Executor to pay all inheritance, estate, succession, and legacy taxes of whatsoever nature and kind to which my estate, or the transfer of any property passing hereunder or othelWise passing by reason of my demise, may be subject, and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my eslate to whom such properly is or may be transferred or to whom any benefit accrues. ITEM 3: I give and bequeath the sum of FIVE HUNDRED DOLLARS ($500.00) to each of my grandchildren specified, namely, BARBARA FEARNBAUGH, KATHY SUE FEARNBAUGH, MARY G. DUNCAN, and TONY LEE DUNCAN. . ITEM 4: I give and bequeath of sum of TEN THOUSAND DOLLARS ($10,000.00) unto STEVEN R. BROWN, in full payment to him of any obligation owed to him by virtue of my re-purchase from him and my daughter, ALICE, of the farm situate in Monroe Township, Cumberland County, Pennsylvania. ITEM 5: I give and bequeath unto my daughter, ELLEN G. DUNCAN, the first right to purchase from my estate the Monroe Township, Cumberland County farm heretofore mentioned. The first right to purchase shall enable the said Ellen G. Duncan to acquire the premises from my estate at the fair market value as appraised for purposes of estate settlement. If my daughter, Ellen, does not communicate to my Executor the decision to exercise the first right to purchase within two (2) months of the date of my death, and not accomplish that transfer within four (4) months of the date of my death, I direct my Executor to give to STEVEN R. BROWN a second right to purchase on the same terms and conditions as given to my daughter, Ellen G. Duncan. If Steven R. Brown does not communicate to my Executor the decision to exercise the second right to purchase, and does not accomplish the transfer within the time frame set forth, my Executor shall be required to offer the property to the highest bidder at public sale, or private sale, whichever is deemed appropriate under the circumstances. ITEM 6: All the rest, residue, and remainder of my estate, of whatsoever nature, and wheresoever situate, whether it be real, personal, or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto my daughters, ALICE M. FEARNBAUGH and ELLEN G. DUNCAN, in equal shares. ITEM 7: In Ihe event that my daughter, Alice M. Fearnbaugh, should predecease me, I give, devise, and bequeath the Monroe Township, Cumberland County property unto my daughter, ELLEN G. DUNCAN, absolutely. ~ \ I ) ...., OJ .) I COMMONWEALTM OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES tNtIERnAHe[ IAll DIVISION D(PT. zaObDl IIARAISlURG. PA Illll-DClDl NOTICE OF INIIERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WM D SCHRACK III ESQ 124 W HARRISBURG ST DILLSBURG PA 17019 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-21-97 DUNCAN 11-03-96 21 96-0920 CUMBERLAND 101 Anount Renltt.d c- i* .U-lhllll" lll.'" GRACE W 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 ~ R-i"'i:is'47'EiC'''Fii-nlJ":ij:rj-Noi''icE--cii'--iNHEiiii'ANCE-;:AX.AppRAisEilEiii'-,--"Li."ciwANcE-iili-------mm---. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DUNCAN GRACE W FILE NO. 21 96'0920 ACN 101 DATE 10-21-97 If an assessment was issued previously. lines 14. 15 and/or 16. 17 and IB will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of lina 14 at Spousal rat. (15) 16. Anount of Lina 14 taxable at Line.I/Clals A rat. 1161 17. Anount of Lina 14 taxabl. at Collat.raI/Cla.s 8 rat. (17) 18. PrincIpal rax Dua TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE - APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rod Estoto C Schodulo A I III 2. Stocks and Bondi (Schadule Bl 121 5. Closaly Hald stock/Partnership Intara.t (Schadule Cl (3) 4. Hortg.ga./Hota. Receivabla (Schedule 01 (41 S. Cash/Bank Deposits/Hitc. P.rsonal Prop.rty (Sch.dul. E) (5) &. Jointly Own.d Prop.rty (Sch.dul. f) (6) 7. Transfers ISch.dule G) (7) 8. Total Au.ts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. fun.ral Expans../Ada. Costs/Hisc. Exp.ns.s (Sch.dul. H) 19J 10. Dabts/Mortgag. liabiliti.s/lians CSchadul. I) 110J 11. Total Daductions 12. Nat Valu. of Tax Raturn 13. Charitabl./Gov.rn.antal Baquast, ISchadul. JJ 14. Hat Value of Estat. Subjact to Tax NOTE: TAX CREDITS: PAYMENT DATE 07-07-97 RECEIPT NUHBER AA211492 DISCOUNT (+1 INTEREST/PEN PAID C-l .00 I CHANGED 40.000.00 .00 .00 .00 574.91 .00 .00 cel 15,277.11 10.611.26 (Ill 1121 1131 U41 .00 X .00= 4,686.54 X .06= 10,000.00 X .15= UBI AMOUNT PAlO 1,781.19 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST ANn PEN. TOTAL DUE HOTE: To insure prop.~ cr.dit to your account, subnit the upp.r portion of this forn with you~ tax paynant. 40,574.91 ;0';.888 37 14,686.54 .00 14,686.54 .00 281. 19 1,500.00 1,7B1.19 1,781.19 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.l .. ., RESERVATIONI Elt.t.. of dlc.d.nt. dying on or b.for. Olelaber ll, 1'8l .. l' any future Int.r..t In the ..l.t. I, tran.flrred In po.....lon or .nJay..nt to Cl... I (col1,t,r.l) bln.flel.rll' 0' the dlcld.nt .,t.r thl I.plrallon of any I.lat. for 11', or for .,..r., thl Co..onw..lth her.by Ixpr..lly r...rv.. thl right to .ppr.... and ...... trans'.r Inh.rlt~. Tax.. at thl llw'ul Cl... . (co11.t.rel) rete on any luch lutur. Int.r..t. PURPOSE OF NOTICEs To fulfill the requlr...nt. 0' S.etlon Zl~D 0' thl Inheritance and Elt_t, 'IX Act, Act 21 of 1995. (71 P.S. S.ctlon '."0), PAvttEHT, Delich thl top portion of thl. Hotlel and ,ub,lt with your pI.,..nt to thl RlgS.t.r of Will, printed on thl rlv.r.. ,Id.. .-Hlke chick or .ontly order ply'blt tOt REGISTER OF MILLS I AGENT REFLltD (CA) l A r.fund of a taM cradlt, whIch was not r.qu..t.d on tha Tax R.turn, aay b. raqua.t.d by caapl.tlng an -applIcation for A.fund of Penn.vlvanla Inh.rltanc. and [.tat. TaM- CREV-I11]). Application. .r. .v.llabla .t tha Dfflc. of the A.gI.t.r of Mill', any of the 21 A.v.nue DI.trlct Offlc.., or by callIng the Ip.clal 2~-hour an.w.rlno I.rvlc. nuablr. for fora. ord.rlng: In P.nn.ylvanla 1-800-362-2050, out.lda Pann'Ylvanl. and withIn local H.rrl.burg arl. (717) 717-809~, TOOl (717) 172-2252 CHairing lapalrld Only). OeJECTIONSI Any p.rty In Int.r..t not .atl.fl.d with the appral....nt, allowanc. or dl.allawanc. of d.ductlons, or ......aant of taM (Including dl.count or Int.r..t) a. .hown on thl. Natlc. ~.t obJ.ct within IIMtV (60) daVI of rec.lpt of this Notice bYI --written prat..t to tha P' D.part..nt of RIV.nu., loard of App.al., Dapt. 211021, Harrl.burg, P' --al.ctlon to have tha .attlr dataralned at audit of tha account of thl perlonal r.pr...ntatlv., --eppeal to the Orphan." Court. 17128-1021, OR OR ADttIN ISTAAlIVE CORREClIOHSl Factual .rrors dllcovlr.d on thl. a..a....nt Ihould ba addra...d In wrItIng tOl P' Daplrt.ant of R.V.nul, Bur.au of IndivIdual TaMil, ATTN: Po.t "'I....nt R.vlaw unit, Dapt. 210601, Harrl.buro, P' 17121-0601 Phone (717) 717-6505. 5.. pag. 5 of thl bookl.t -In.tructlon. for Inherltanc. T.M Aaturn for I R..ldent D.c.dent- (REV-1501) for en Ixplanatlon of adalnl.tratlv.lv corr.ct.bl. .rrors. DISCDWlT. If any taM due Is paId withIn thr.. C]) cal.ndar lonthl aft.r the d.cad.nt", daath, a flv. parcant C5X) dl.count of the tlM paId I, .Ilowld. PENALTY. ThI 15X t.M .-nalty non-plrtlclpatlon pen.lty I. coaput.d on thl total of the tax and Int.r..t ......ad, and not paId b.for. Janu.ry 11, 1"6, the flr.t dav aftar tha and a' thl taM aanaltv p.rlod. Thl. non-partlclp.tlon penalty 1. appaalable In thl .... .annar end In thl thl .... tl.. period a. you would applal thl tax and Int.r..t that ha, baan .....Iad ., Indlcat.d on thll notlca. INTEREST: lnt.r..t I. charg.d bag Inning with flr.t dav of dallnquancv, or nlna (9) aonth. and ana (1) day frOl thl data of d.ath, to thl d.ta of pays.nt. Taxa. which bee... dallnquent bafor. January 1, 1912 baar Intara.t at the r.ta 0' .Ix C6X) parcent par annua calculatad at a dally r.ta of .00016~. All taxa. which b.ca.. dlllnquent on and aftar January 1, 1912 will baar Intar..t at a rata which will vary froa calendar Ylar to calendar yair with that rat. announcld by thl P' Depart.lnt of Ravanu.. Tha appllcabl. Intara.t r.tl. for 1912 through 1991 ar.: !!!! Inhr..t A.t. nally tntar..t Factor !!!!' Inhra.t Aat. Dally tntar..t Factor 19lZ ZOX .000548 1987 OX .00020 1915 In .oooue 1911-1991 IU .000301 1914 IIX .000101 1992 9X .00020 19.5 ISX .000556 199]-1994 n .000192 19.6 In .000274 1995-199' 9X .000241 "'Intar..t 1. c.lcul.tad a. fallowlI INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. Is.ued .ftar the tax blcoa.. d.lInquant ..111 rafl.ct an Intar..t ulcul.tlon to ,lft.en 115) d.YI beyond the data of the a..a..aent. If paYllant I. _act. .ftar the Intlrl.t cQttPUt.Uon data .hawn on thl Hotlca, additional Int.r..t ...,.t be calculatact.