HomeMy WebLinkAbout96-00923
&101,. "/ _....!.I~.':.!F~!'t'~.__!!. . I\l) I". '___._
aim kl/own as _._._c_..__ ____ .__________
PETITION FOR PIWIlATE IInd GRANT OF LETTERS
No, ___~/ - 9~:..9M
To:
------ -- -______.___..n__ Regbler of Wills for the
__._____.n___.__ /J,'",'a,w/. Coulllyof Gumllt'rlllllll in Ihe
Sorial Sccurily No, 175 -OJ -2,.:13 COllllllonweilhh of Pennsylvania
The petilion of Ihe un<lersigne<l lespel'lfnlly repre'ents thilt:
Your pelilioner(x), who b/m IN Yl'i1r, (If i1ge or !,l<ler i1nlhe,e,\eCUlor
inlhe Iilst will of Ihe above <lece<lent, <lalc<I __.J'.e.!>,,!:!,..'!.ry 2
and codicil(s) d:lle<l __....!\One ____ __ __ .____.__
n:}Jned
.19~
1\lill(' rdC\11ll1 (lrCllImIJnct:\, t.~. ll'IlUlh:iallLlIl. dr.uh llf C"f\:1I1or, CIC.)
Decedelll \la' <l0Illldled:1l de:nh in Gumberl.1nd Counly, Pennsylvania with
h er last family or principal residence al 501 lIrenLon Street, Ilorough of SltlppensbUl'g,
CumbcrlmlC..I GOlJn~h PA
Hisl !'IIU't'I, numlll'r. TW(l. or Burn.!
Decedent. I hell _. 60_ _years of age, died OCLober 15 ,1996
al Carlisle l!or..El.!:'!.!-,--C.1rlisle, I'll ,
Ex"epl as follow.\, decedenl did nOlmarry, was not divorced and did not have a child born or adopled
after execution of lhe will offered for probate; was nOlthe viclim of a killing and was never adjudicaled
incompetent: _ none
Decedent al dealh owned property with estimaled values as follows:
(If domiciled in Pa,) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If nol domiciled in Pa.) Personal property in COnlll)'
Value of real cst ale in Pennsylvania
situaled as follows: 501 lIrenton Street, lIoroullh of
Shippensburll, Cumberland County, I'A
500,000
$
$
$
$
80,000
WHEREFORE, petitioner(s) respectfully requesl(s) the probate of the lasl will and codieil(s)
presellled herewith and Ihe gralll of lellers Lest.1mentarv
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(1t"\lamenlar)'; aJrnini\lralion \:.1.8.; aJrninimation d.b.n.t.l.a.)
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A~le '
- 24 Shem"an Court
Fairfax, CII 94930
(415) 459-3046
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ---!:UIlHERi~~ND
} S8
The pelitioner(s) ~bllVe'lIatll~c\ s\\e~.r(s) or affirm(s) Ihalthe sl~nls in the foregoing pelition arc
Irue and correcl to lh~ best of Ihe knOWledge and belief of petilioner(s) and that as personal represen-
tative(s) of rile ahove dccelkn: pel'lionor(s) will well and Iruly adminisler Ihe est;Uc according 10 Inw,
- .-,,~ --~~.//-
Sworn 10 or ,,\firme,1 and subsc:ibed { j ,,;.,," ,~~ c.- .7 ( (c-:
---pefore l11e this. _...l~____ __ d,lY of L.1wrence E. AIIle
Op~i::.I.L___ 19JL / /
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SIXTH.
J nominate, cllIwl1Lule ,,11<1 ilppulnt my HUll, l.AWHENCE E. AGl.E, uf '2/, Shemrllll
Court, Fairfax, Ca]lfornia, 94930, lo he the Execulor of this my Lant WI1] IInd
Tes taml11lt i
if he he IInable to fulf ill the dut i es of Executor,
thel1 nominate,
constitute and appoint MEl.LON "A~K. Shippenshurg Hegion, to he the Executor of thiu
my Laut W111 and Testament.
SEVENTH.
1 direct that my personal representatives shall not be required to give
bond for the faithful performance of their dlllieR in any jurisdiction.
lN WITNESS WHEREOF, I, MARGAR~:T H. AGLE, have hereunto uet my hand and seal to
this my Last Will and Testament, written on two pages, the first page signed for
identification only. this ~ d day of :.,<, f. .' .,'
, 1994.
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( SEAL)
This instrument WIlS hy the Testntrix, MARGARET H. AGLE, on the date hereof,
signed, published and declared hy her to be her Last Will and Testament I in our
presence, who at her request and in her preRence and in the presence of each other,
we believing her to be of sound
and diRposing mind
and memory I have hereunto
subscribed our names 3S witnesses.
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MAnK. WUGI.L AND I'n~KINS .. At tnllt-l[VS AT tAW 1.'(, l:A',l KIN{i STUll::t SI1IPPENSIlURG, PA. 17257
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RECEIVED BY f .<.I~ ,. L ,~J(d.~) (;(4...
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MArlY C. LEI.US " ,.' I' {,
REGISTER OF WILLS
_________ ___ ou'.' +_..
IIY-I162 IX 1'''11
COMMONWEALTH OF PENNSYLVANIA
DIPARTMINT 0' ..VINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHlIlITANCI AND IITATI TAX
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o NO. AA 185071
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RECEIVED FROM:
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M~E~~MENT r:'I
CONTROl ~
NUMBER
AMOUNT
JERRY A WEIGLE ESOUIRE
'----"-1tll _40,000.00
126 EKING DTnEET
SHIPPENSBUHG, PA 17f!:i7
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IflRSTI 1M II
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~ lOTAl AMOUNT PAID
-"10,000.00
VZ
1 5/96
REMARK~
JERRY (\ WE J GLI: [tilJU J RI
SEAL
CHECK" IB
IlHiI~T[1l or WILLS
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
IS:
LAWRENCE E. AGLE
.--..-.. -..- -------------------.----..---..-
being duly sworn ___ according to law, deposes and says that he .___.JJ; _~.lJl:.____..__ ._-
Executor ____._..___... __ __... of the eshte of ~Iar~aret II. A~le
late of _I!.or.ough of Shippensburg .___ ____. ___ _, Cumberland County, Pa., deceased and that the
within is an inyentory made by ,--'_''lwJ,gllce...E,_.I\g~__... ___ __ ___._, the said Executor
of the entire estate of said decedent, consisting of all the perianal propdrty and real eshte, except real estate outside
the Commonwealth of Pennsylyania. and that the figures opposite each item of the Inyentory reprosent it's fair yalue
as of the date of decedent's death,
Sworn to
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---:; ,~~ (/..~'<('.A.,-, /" /' ,/ -
-- / .Ex~.~~1M
Lawrence E. Agle
..2!!..Shemran ,!:ourt
and subscribed before me,
9v.....l<t / 19 97
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Addr...
Fairfax, CA
94930
NotaIIaI Seal
Lklda K. KJeln, Notary PublIc
~ PA CIInbIrIInd CoII1IY
My CllIM1IaIcn ExpRI Aupt 15. 2llOO
15
1996
October
Month
Y.ar
Date of Death
D.y
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assels.
3. Additional sheels may be attached as to perlonalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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InvcntOlY
Entatc of: M:lllJilrct II. /ltJlc
Fran 10/15/96 'lb 6/26/9'1
~scription
J\cCnlcd InterclJt
Value
'lbtal
Checking Accounts
Mellon Checking J\ccount
Savings Accounts
Mellon Trust Account
2,6'1
15,220.32
572 ,181. 08
Federal Notes and Bonds
Series HH Bonds
1,000.00
500.00
----------
1,500.00
70,000.00
1,083.00
2,319.25
----------
3,402.25
450.00
471. 75
2,950.00
331.20
331.20
245.70
----------
4,779.85
50.50
50.00
12.00
Series HH Bonds
Residences
501 Brenton Street
Household Gcxxls & FUmishings
Personal Property taken In Kind
Public Sale of Personal Property
Misc. Personal Property
Diarrond Ring
Chins
1989 Chevrolet Cavalier Sedan
O::mronwealth of Pennsylvania
Ccmronwealth of Pennsylvania
Cl.11111:mwealth of Pennsylvania
Refunds
Public Opinion
Shippensburg Health Senrices
The Patriot
1
9:58
17. Amount of Uno 141axablo a115% ralo
(Includo values from SChedule K or Schedulo M.l
18. Principal tax duo (Add 13X from Unc~ IS, 16 and 17.)
19. Crodits SpollulPoverlyCndlt Prior Pilymcnl3 Di5count
+ 40.000.00+ 1,802.83-
20. II Uno 1919 Qrcalor Ihan Uno t8, onler lho dllloronco on Uno 20. This i3 Iho OVERPAVMENT.
gj Check halO If you are requestfng a rofund a. your overpayment. I
21. II Uno 10 Is groalor Ih;]," Uno 19. ontor tho dllforonco on Uno 21. This is tho TAX DUE.
A. Enter tho Inlarest on tho balanco duo on Uno 21A.
B. Enlor Iho 10101 01 Uno 21 and 21A on Uno 21B. Ihi.l. Iho BALANCE DUE.
Make Check Payable to: Register e' Wills, Agent
.. .. BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH'" -
Under penaltlos 01 pefJury, I doclolO that I havo examined 11115 relurn, Including accompanVlng schedules o1nd statements, and 10 1110 best 01 mv knowledge
and beliol, Ills lruD, conect and complete. I declare that all real e5tato has been reporfed alliuo markel valuo. DeclaratIOn or preparer other than tho porsonl1l
roprr.senl Irve is based on all Information 01 which prcpafC1 has any knowlcdqo.
~T At OF PER. 5.0N RESPOf:l~DLE fOR ~ILlNa R~TURN AnOR[SS OAT,~ / / .
/.:. . t: ( -! II. __ r'- _ t'";-;:'. 1 St."€! Schedule attached / !...!. _~ f--
SI . rUR[O~ PRer~OTt1~RTtt EPRES[ AliVE ~C;;E~st Kin Street nc; - zt'tJ -/'7
A1S00l NT.m \ J Shippensburg, PA 17257 /
Copyright Fo,mlSollware OnlY'. 1994 Nelco, Inc. ~;4PAOOl
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R(II-1500 [.. (1-A4)
DECEDENT
CHECK
APPRO-
PRIATE
BLOCKS
CORRES-
PONDENT
RECAPIT-
ULATION
TAX
COMPUTA-
TION
COMMONW[ALTtt OF PENNSYLVANIA
O[PAIlTM[NTOF R[V[NU[
0[I'T.1110601
ttAHAI~nUAG.I'A HUII-0601
, ~~> I ,>:'1- \,)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
I:
rOIlIJA]ES OF DEATII ArlEn 12131191
Cft[CK !tEnt: IF ^ 5POU5AL _
I>O.\,-En !)'~II.I'I'I!JS c.LAI_MmlJ
FlI.E NUMUEIl
~1
COUN1Y CODE
]'J'JG
Y!:AII
0923
IIUMUEI1
DECEDENrs NAME (LAST. FIRST, AND MIDDLE INITIAL) oECEDENI'~i COMI'LE1E AoOII[~;:i
Ie, t H. 501 13l:cnton Street
SOCIAL SECURITY NUMBER DAlE OF DEAIH DAlE OF UlnTH shipp3Imlxuy, PA 17?5'/
175-03-2423 10/15/96 06/22/1916 Coullly C\.1JnI:>2rland Count
(IF APPlICAB"ISU"V'V'NG 51'0USE'5 NAM' (LA"" SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTf1UCTIOIIS)
I'IAST AND MICDlE INITIAll
1. Original Return
3. Remaindor Rolurn
tlor d..I~5 01 d~alh JlIIO' to ll-lJ'Ili11
€).:5, Foderal Estalo Tax Return RoquitDd
o 4a. Futuro Interest Compromiso
(lor dalos 01 doalh ollBr 12-12-02)
lB 6, Decedont Died Testate 0 7. Decodent MaintOlinod a living Trust
(Attach copy ot W,II) (Attach copy 01 Tru.l)
.all CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Je A. Wei Ie Mark, \1eigIe and Perkins
TELEPHONE NUMBER 126 East King Street
(717) 532-7388 shi ns ,PA 17257
1, RoaIEslalo(SchoduIBA) (1) 70,000.00
2. Slacks nnd Bond. (Schodulo B) (2) 1,500.00
3. Clo.oly Hold Slock/Porlnorship Inloro,1 (Sch, C) ( 3 ) None
4, Mongagos and Nolos Recoivnblo (Schodulo D) ( 4 ) None
5, Ca.h. Bonk Doposito & Mi.collanoous Por.onal (5) 596,048.30
Proporly (Schodulo E)
6, Jointly Ownod PropOlty (Schodulo F)
7. Tran.IOls (Schodulo G) (Schodulo L)
8, TOlol Gross AsoOI' (10101 Unos 1-7)
9. Funeral Expenses, Administralive Costs,
Miscellaneous Expenses (Schedule H)
10, Dobis. Mortgago Uobllilio.. Lion. (Schodulo I)
11, TOlal Doduclions (Iolnt Unos 9 & 10)
12. Net Value of Estate (Uno 0 minus line 11)
13. Charitablo and GovcrnmcnlalBoqucsts (Schedule J)
o 4. Umilod Estato
J:..... D. Total Number of Safe Oepo~lt BOlms
( G)
(7)
None
None
( 0)
667,548.30
(9 )
33,130.85
(10)
33,474.00
66,604.85
600,943,45
None
(11)
(12)
(13)
14, NOI Voluo Sub ecl 10 Tax (Uno 12 minu. Uno 13)
15, Spousal Tran5f~'llfo' datn 01 dulh all~, 6-30-94). ~~l! (15)
In5t,ucllonllo, ^ppl,cableP~'cenl"ge(J"P..ge1.llnctudl!
values from Sch~dul. Ko, Schedule M.l
16, Amounl 01 Uno 14 laxablo al G% ralo (16)
(Includo voluo. from Schodulo K or Schodula M.)
600,943.45
(t4)
)(. =
600,943.45 x .00 =
36,056.61
(17)
0.00. ,15
.
0.00
(10)
36,056.61
Inlorest
(19)
(20)
41,802.83
5,746.22
(21)
(21A)
(21B)
COMMONWEALIH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENl DECEDENT
ESTATE OF FtLE NUMDER
M'u:'garet H. 1\qle 21-1996-0923
(Property lolnllv-owned wllh Right 01 Survlvorehlp musl ba dlsclosad on Schaduta F) All raal..tata shoutd ba raportad allatr markat valua
which Is dallned a. tha prlca al which proparty woutd ba a.changod batwaan a willing buyar and a willing eallar, nallhor being compellad
to bu or aell, both havln raa.onabla knowled a 01 Iha retavant lacl.,
IIEM
NO,
.--
REV.I!102 EX . (12.05)
SCHEDULE A
REAL ESTATE
DESCRIPTION
1 501 Brenton Street, Borough of Shippensburg, OJmberland County,
PA - sold 6/20/97
TOTAL (Also cnler on Iino 1. Reea ilulalion)
lit mnrn !innr.n I~ nrndnd, In~nrt nddilionnl shonts of !'>nInO sizo.}
VALUE AT DATE
OF DEATH
70,000.00
$
70,000.00
n[V.lI13 U '(2-11)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
ITEM
NO,
NAME AND ADDRESS OF BENEFICIARY
A. Tawnbln Boquos'",
1 Holly N. Jlgle
421 Sybil Street
San Leandro, CI\ 94577
2 Lawrence E. Jlgle
24 Shemran Court
Fairfax, CI\ 94930
ITEM
NO.
NAME AND ADDRESS OF BENEFICIARY
B. Chn,lInbln and Governmontal Boquests:
None
FILE NUMBER
RELATIONSHIP
21-1996-0923
AMOUNT OR
SHARE OF ESTATE
Granddaughter
50,450.00
Son
550,493.45
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEOUES1S (Also enler on lino 13. Rocnpllulnllon)
(II mora spac. Is ne.ded, Ins.rt addltlenal sheets e'sam. sl,.)
$
0.00
.'
LAST lilLI, At-:n TESTANENT
I, NARGARET II. AGLE, of 501 Brenton Street, Shippensburg, Cumberland Count~',
Pennsylvania, 17257, being of sound mind, memory and disposition, do hereby oake,
publish and declare this my Last tHll and Testament, hereby revoking and making void
all wills by me at any time heretofore made.
~.
I order and direct the payment of all my just debts and funeral expenses as
soon as Day be convenient after my decease.
SECOND.
presently located in the original white case in the jewelry box in my bedroom, to my
I give and bequeath my mother's raised setting diamond ring, which is
granddaughter, HOLLY N. AGLE.
. '..
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I give and bequeath the sum of FIFTY THOUSAND ($50,000.00) DOLL.;RS to my
granddaughter, HOLLY N. AGLE.
FOURTH .
estate, real, personal and mixed, whatsoever and wheresoever situate, to my son,
I give, devise and bequeath all the rest, residue and remainder of my
LAWRENCE E. AGLE, on a per stirpes distribution basis.
FI FTH.
-
because of my death, with respect to the property forming my gross estate for tax
I hereby direct that all federal, state and other death taxes payable
purposes, whether or not passing under this Will, including any interest or penalty
imposed in connection with such taxes, shall be considered a part of the expense of
administration of my estate and that such be paid out of the rest and residue of my
estate.
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MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPEN5DURG. PA. 17::!57
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I nomInaLe, constlLute and 'lppoint lilY :;"n, J.AIIHEl\CE E. AGLE, of 2/, Shomr.ln
Court, FaIrfax, CallfornJa, 9/,930, to be the Executor of thIn II1Y Last WIll and
Testament; If he be unable to fulfIll Lhe dutJell of Executor, 1 then nominate,
constitute and appoint HELLON BAl\K, Shlppensburll Region, to be the Executor of this
my Last lUll and Testament.
SEVENTH.
1 direct that my personal representatives shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, HARGARET H. AGLE, have hereunto set my hand and seal to
this my Lnst Will and Testament, written on t\<:o pnges, the first page signed for
identification only, this 1..,.1 day of Jft (.,A< /<'y-
, 1994.
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(SEAL)
This instrument was by the Testatrix, MARGARET H. AGLE, on the date hereof,
signed, published and dec1nred by her to be her Last Will and Testament I in our
presence, who at her request and in her presence nnd in the presence of each other,
we believing her to be of sound and disposing mind nnd memory, hnve hereunto
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subscribed our names as witnesses.
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MARK. WEIGL!! AND PEnKI"S _ ATTORNEVS AT LAW - 1:!6 EAST KING STREI:T - 5HIPPENSDURO. PA. 17257
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SAFE DEPOSIT BOX
INVENTORY
COMlIIONW'''llH 0' 'IN"UlYANIA
01",1111II11<01 or _h,NUI
INHU"AHCI '.U DIVIUOH
DIP' UCIeOI
HA..IIIY_G,'" 1,.,.4601______ ____________________ _.__ __ ___.~!!_~~_. ~_!~J._~_~y,~_!___
MUST BE COMPLEIED BY R[PRE5ENIAIIVE Of f1NANCIAlINSIIlUIION WHERE SAfe DEPOSIT BOX IS lOCAlE 0 AND RETURNED 10 ABOVE ADDR!~S
COUNTY CODE filE NUMBIR
,? I r; , 0 C, 1.- 3
Dl EDENT 5 AMi (lAST. IIlIU, MIDDlEI
r-l I t Yl1 tAr tV'i. f J.I.
ADDRESS Of DICIDINT Im[[~
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NAME AND ADDRISS Of PERSON RIQUISTlNG THI OPINING OF THI
IN....'I
ISTRIIT >'D~;}'l "'1
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SOCIAL SICURITY OR DIATH CIRIlfICATI NUMBER
I 7 S- b 3 '-::r. 1..-3
DATI OF DEATH
!(J-I5'""- 9 ~
(SfAIlI Ill' CODE!
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ICIlY)
(1..4":1.. \b..u--,,)_fr
All DIPO'SIT BOX
(SIAff)
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NAMI, ADDRISS AND RELATIONSHIP IIF ANY) TO DECEDINT, OF PERSONISI PRESINT AT THE BOX OPENING
(H~ IRUATIONSHIPJ
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IIIP CODEI
. IsrATEI
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IITAlIl
I"' CODII
NAME AND ADDRESS OF IINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
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(STREEl' ADDRESS)
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NAME AND TIlLE OF EMPLOYE lAKING THE INVENTORY
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b. Nam. and addr... of p.,.onal '.p,...nlollve, If nom.d In the will
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c. Nom. and oddr... of oHo,ney, If any
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SAFE DEPOSIT BOX INVENTORY
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(2) Stocks: liil in dotail evory common or profarrod cortificato, warrant or olhor righh found in box, Slocki oro
to be do,ignotod by nomo of company, cortificato numbor, dalo of corlificato, nomo in which ,'ock j, rcgjlrorod,
and numbor of .haro. and clall of ,lock,
(3) Obligations of U. S. Govlrnmlnt: Numbor of ilom,. dol. 01 illu.. loco valuo. nom., in which rogi'lorod
and Iyp. of awn.nhip. i,o,. joinlly h.ld. payablo on doalh. ole,
14) Banda: O.,ignalo by nom.. amounl, ,orial numbor. or olhor do,ignalion, (Boaror Bond.)
(S) Bonk and Saving. and Loon Ponbaoks: 51010 nomo of dopo,ilor. numbor of book. 10'1 dolo oppooring in
book, nom. of bonk and branch. and balanco,
(61 Jlwllry, Coin., Stomp., Manuscripts, lIe: li,t and domibo 0' fully 0' palliblo.
(7) O..d., Martgag.., Curront In.uranel Pollcl.. or athor Ivldoneos of Indoblldnou: li,1 and domibo 0'
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I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD I
CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BE
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IN NAME
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CHECK APPII PillA X:
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~ Repr.,.nlativl 0 Joinl owner of 101. depot;1 bo..
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14 West King Streot
Shipponsburg, PA, 17257
Phone 717.532.2814
FARMS - HOMES. BUILDING LOTS. COMMERICAL
December 18, 1996
Mr. Jerry Weigle
126 East King street
Shippensburg, PA 17257
Dear Mr. Weigle:
In response to your request for an appraisal of real estate owned
by the Estate of Margaret H. Ag1e, I am sending you my estimation
of fair market value. The property is located in the Borough of
Shippensburg, Cumberland County and is known as 501 Brenton Road,
Shippensburg, PA 17257. Consisting of an improved parcel of about
75 feet by 150 feet, the property is more fully described in the
Cumberland County Recorder of Deeds Book K24, Page 797. The
property is served by public utilities.
The land is improved with a one-story, brick-cased dwelling with
full basement and attic. Roofing is shingles. The interior
contains living room with fireplace, dining area, kitchen with
buH t-in cabinets, two bedrooms, and full bath. The heating system
is oil-fired hot air, and the house has central air. Domestic hot
water is from an electric hot water heater. The interior of the
house is plastered, and flooring is pine. The lot includes a
macadam driveway and a utility shed.
Comparable sales considered for this report are as follows:
ADDRESS DATE SELLING PRICE
1- 7 Koser Lane 9-30-96 $66,900.
Shippensburg, PA
2. 412 Lurgan Avenue 7-01-96 $80,000.
Shippensburg, PA
3. 116 pin Oak Lane 8-15-96 $83,000.
Shippensburg, PA
10000 Molly Pitcher Highway
Shlppensburg, PA 17257-0502
Phone: (717) 530-9263 or (717) 240.0085
Fax: (717) 530-9680 _________ _______________________.
C. NOTE: 1hl. 10lln Is lurnllhod to giVQ you Q Glnlolllonl of Delunl tOlU.1 lonl r.o~l,", ^1I11i\JII1!". pn;\l!l) lllld hllhu sOI!lurnufll,luonl m', ! tIt-Wit. 1I0r"$ mOlkQd
'(p,D,C.)" worb paId outlldo Iho closing; thay nro sha.....n holO lor Ihlornlllllullill puqH,~,M. nn~ mo nollndudod In Iho 101nl1.
D !lAMt A,m ADDnESS OF nannOWER [, fMM( A~j() ,\[1ml[':.:. or :i[U,U1 r llM.~L ^I.~) M;~.ir;j::r.s or LI:H:Jln:
I.l/\RK /\. COY 'I'IIE 1':5'1'/\'1'1'; OF SOUHCE prm NOR'I'li'\GE 5ImVI
N/\RG/\RWl' II, /\Gi'!': CES COHPC,1/\'I'IOl
20 Edo1:d Rd., Stc. 200/\
Lcmoync, P/\ 17~4J
\..
i u.s. OEPAnTMENT OF Hciuslrm Olll! ImBAN DEvrl OPt.'t- r~T
SETILEMEtn SfA1EMUH
ABCO OF
CUMBERLAND COUNTY
r. PIlOPfnrv LOCAtiON:
It. t.HllLP.lUH M.n'l
1I1l11wood Heights, Block
ShipPQn~burg Borough
CUI-lBERLAND County
E /\lJCO
OMO No. 2~02.02CS
IIll[rnQ
In.IIlMI
Il TYPE OF LO^U
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13110 701W.391
________.__._._4_." __ .__.__. _._.__ __ . . ..
J I I CorN. UNlt15.
/l t,'; 1111 II.:~ Cl<~;!: :;')
f.dIL~MHlT 0^1~:
PLACE OF!iE nl(MI"' i I;
50G I-IES'l' K:.NG :;'1', SllIPPENSlJUHG
0€/20/97
.~..~. !.I-:.------ ~
_ _ . 1 ~:~
-i''''
__I!.I'l
J, BUMMARY OF BORROWER'S lRMWACTIOII:
'00 oRoSB AMOUNT DUE FROM BORROWER
'01. Contr.cllGt.. prlco 70001)-:00
10'. ('oreonQI proporly
",. SOlllomont chorgoslo bOllowor (linn 1400) 8'.;::-(,
104.
105.
Adjustmllnlc for Itoms paid by Gollor In ad....nnco
IDe, ellyn-own Li. 10
lor.Countytu 10
108 AuoUmonl1 10
"9 School 06/20/971006/30/97
110 10 I
'III I
"2
120 GR099 AMOUNl DUE FROM BORROWER
7411:'.15
'00 AMOUN1S PAID BY OR IN BEHALF OF BORROWER
101. Do posit or oarnolt monoy
101. Principal amount of now lonn(s)
'0' Exisling loon(.) takan subioclto
I
I
. I
cos'r PAID BY Sot1SC, 801 I 1995.00
1'0' 803, 80,4"l~~,l((j$Y.~~~~;~:>>
'OG OF CLOSING COS'l'5. .-.
,or. /\ ED T I
20. CREDIT REPOR'l' CREDIT I
,og FLOOD CERT CREDIT ..
Adjuslmonts for itoms unpaid bV &oUor
,no ellffrow" lell 10 I
f'llcounIYI:1JC 10 I
. ill' I,nos\rt,Onl' 10 I
! 'I) Gchool 10 "
r'14 I
i'l!, 1
I I
i:;;I'
1"0\ "
! ;"
["" 101 AL PAID DYIFOR BORROWER I
i :',:,__~A91f Al 9~T1LEMENl FROM OR TO BORROWER
, ."j ~_ ~~~~~lor. "lfmu,,1 duo !rom borrowor (IIno 120) j
, I'.~ t IJf.~ ml.ount paid by/for borrowor (lIno 220)
I -.-.
'0'
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i~"i1:'or
5 0 \j r.no.
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G97~I.OO
h'/l,1 I., O'Jlfl"Jo'fQI" Slgn81uro
K. SUMMARY OF DEll.ER'S Tn^US/l~;:IO'~1
"1,10 Gn05S AMOUNT DUE TO GELU;n
4(.1 COnlr:lclliil:05 prien
_... I.' Por50~lill proporly
<01
4:14
.cos
,
" ..
f\dju~lrnDnl& lor itomr. paid,by fiollor ~~ i:'~ 'anco
.toe. Cily{fown la_ 10 ;
<O'.County'" 0 () /2 0 /9 710 12/31/971- h
408 AS'>QssmOl1ls 10 I
,
<r.' School 06/20/9710 06/30/97'
.1.-
23.99
,'0
10
'.:1
-.I]
.
..---..
.'20 GROSS AMOUtlT DUE TO SELLEn
,
L
70236.51
:'01> REDUCTIOUS IN AMoUrH DUE TO ~ELLER
,,11 El{COS~ dOposil (SOO InstruCllons)
MI},SOlllornonl chargos 10 sollot (llno 11,110)
!.olE)(isling loan(s) lail.on subjocllo
:.0\ r.lyoll 01 Fll~l Marlgngo Loon
,.
5111.40
r
t.o!. flayoll 01 Sacond MOrlgago Loon
- -.
.
!,\O CllyltO....tII:i.
. ... -.
I\d:uslmonls lor ilom:. unpnid by ...,.lu
10 r
.I.
!.I, CountVI,\(
10
[,1;: ',!o!oo~!ornonl"
10
'.lJ tlchool
10
--~.
!,\ ~
.'.=':J
-I'
-'r.
..
!.}o TOT AL REOUCTIOU AMOUNT DUE !:ELLEn
r,10 CASIl AT SETTLEMENT TO OR FROM SELLER
~~('I,lf'~ S'QI\;'111110
"IUD,t Rov, 6/80
,." ,
~l.lli. "'._,.' ~,'\,l "".'"
-,
L. SETTLEMEN'rCH!.RGES 1330
TOTAL DALI8/BnOKEn'o COMMIGGIOll b.ud on pol,o $ -"I-o'a \J iJ :-O-O-G-;'O
Dlvlllon 01 Commilllon (IIno 100) as follows: ii'o l il 1 :
S 2100100 to HI\CE-;;'EiiL'l'Y ES'!'N1'E
S 10 rm 1"1\ ': H1,:M:I'yXGiTtlcy
.-----,
Commis!oion paId 01 501ll0mon1
.,
ITEMS PAYABLE III COllllECIIOll Wlltl LOAIl
Lo." Orlgl".lIon Foo %
LOo1n DjG~cunt %
Appro;,o' Foo 10
Crod;1 Roportto
nus Londor. In'pDcli~n Foo
606 MOllg.go Inlurl\l\co Applicollon Foo 10
001 Assumplioll FOD '
006 FLOOD .CER'f
n:}I). .j
SOlJH(' j, ONli!1CfI1TGI\Gf.:sr:Hv I I _:::::(;'65. (j:
.- ----------------.--:-
u'illlirn.~-^P:JHI\ I-S^I;-----i:::=.-=__?::?~~, '~
EQUJ [i!~==______-" i~-~~.:}--.L
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1'10 \f,:
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i
-----.----.---.----..---.
_ . J._
811,
000' 1TEM~ nEQUlnGJ ov LEHOl!n TO DE .)AIU IU AOV^,JCr:.
OOl,lnlorosllrom O"bT"[07TfiIOO-r;TJ079', <;~ __X~_:.:.9]~:ll____-"':"'__I__: rrj:o-;-~:.:l
\102 Morlgogol"'urollco Promlum for 1110 10 UN1'] E:;_~;U~HI\N'~'Y Ims 1 DEN'!' 1 4 j . / .:.l.
OOl. Hua,d InMMCO Promlum lor YIS 10 I!
900\. yrs. to ---. j---- .-
90S, l ___..'
1000. RESERVES DEPOGlIED WITH LEllDER Fon
100' HaZBrd Insuranco mo. Q $
1002, Morlgogo In.uronco mo, a $
100l, CilyfTown 10. mo, C $
1004, Counly la. mo, a $
1005. Aaso"monl' mo. C $
1006. H mo,\') S
1001, mo, Q $
1006. GRE ATE ..., .mo,CS
1100. lllLE CHARGES
1101. Satllomontbr tlo.lng faoto I:,:.
1102. AbSlracl or lit! aurch 10.'
IIOl, Tlllo oxomlnaUon . to
1104. Tillo Insuranco hlndor to
IIOS. OO':'iJm;ftt prcp...rcllcn to
106, Nola faoi 10
1101. Allornay', foo. 10
(includ.. BbovO itom. No.:)
110a, Tillo InsurBr.~. '.C 10. '.'.
(includos Bbovo itoms No.:)
1109, Landor's covorog. $
1110, Ownor's covor.go S
111\. END
1112, ~IIH
Illl, C UHlER
1200. GOVa NilE
1201. Rocording foa.: Doad S
1202. City/counly t.x/atomps: Doad S
120l. SIOlo 14x/S1amps: . Dood S
1204. A IGNHENT ,
1205. C UHlER, .", .:;.'.',,:
IJOO, ADDIIIONAL SETTLEMENl CHARGES
IJOI, SUNOY ,"" 10 ~
1302, Posllns~.cllon 10.
IJOl. WATER/SE~m
3.32
33.32
.~,;
1010,
1010
Imo.
Iml'.
Ime
Imo.
Irno.
ABC('
ABee
ABCO
100,3-0"0/500/0. I
I
1
L- '
I _. I
I 300. .'0 I
I 10 : ~~ ~1 :
r- -..'-.
,--. .....
,,;..~; i> ,...:i,~:,~?~1M~ :; ~J>i!'Li~'f.L
---:\"~. ..'
5u~.., '
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I
35. 00 -
ABCO
SOUHCE om: 1.1OH'l'GAGE co
ABC',) -' ------
2.00
ABCO'I\GENl' FOH C'l'l
. Morlgogo' '.(9 . 50
Morlgago .,
Morlgago .
HECO~UER OF DEE US
SO'JRCE ONE ~lOH'l'GI\GE
MiS':. $
I
I'
I
I
SERVII
56.oli'j
700.: 00't
1- '.70
1..1,1'
_,_.u::' '(!, I
700.00
CHAMilERLl\lN
BOROUGH OF 8~IPPENSBURG
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I
3(fB}..,~;.r
55.00
119.4n'
I
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L
r.,lin lo'nlhll nO liIbir.t'l" Ii liiumo'd hy S.U:lunanl ","01\110111,0 .C:COj' :cy.l il.lIJIIl1l1t' In 'u''''sl,o(ll.., u1l'11I' III 11,(....11 on Ilia IIUD,! !lrlllolMrol Slnl' "" I ..ltlfllr'.1l1....QClnl lIaraby ..ruu'
1.."~o.IIl.,lghllO tlopo'"ln.,. amolO,.I, co'\e:U.d !eor ~,t.IUt''I''Onll,1 .'1 lhll)l , " . CUI"".. IItCo,IIlI." II rOc!Ulllt:,Il".lJUHl j",Io:ulu,'1 Alld 10 Clod,: ..lit 1,,1('10\1" 'I'" '1110 ,Il 0...11 accuunl II .d,U'
compan"Uon IOf'''''N\c'' lnlhll".nucllon.
HUD CERTIFIC,\'TIOU OF ,lUYEnS Arm SELlEns
1 havo cArolull)' fO . wad tho HUD.1 SaUlornonl ~nl and 10 II ., '.O~l 01 mV Io.nO/,"HI\.10 AIHl 00' 01. 111~.1 lrlll) .,nd n(cur..ll) ~:"'011l('r. . ',~lrCl)illlS .,nd dl,bu,son"~'
/I~,n ,y AC':'O\. I. Y mo In thl, lranlac:llo 1Uiihor eO)!lly Ih.1( I..h...... ,,~c~, V(Hl " (,(,lY c.~ I' I) l.ll,D I ':.'1:,la:;I.,,0rl:/'\:;l
< II. .. C .~~~?~ 4~,. !.!;::/-O.-'E...5;:-L'/c.
.' ~.'
IJ04.
IJ~~,
1400, TOIAL SETTLEIIENT CHARGES (OnlOr on IIno, 10J and 50~, S,,,,;on. J ,..ld K)
5111.4()
1101111 0' nOllo"",'" SiQIlI'U"
lI"yo,.. ^dd,u. L 1'I,On.
!iQ::u1'\!i'Il',ro"or(l
f,~,lo,,\,.Il...^rlrj'o'a ,1.1'1,0"0
.
',. .
/il 1.!d.m.;I.r{,h I ~i, p P";;~"""'d ,co"',,, ,.",..",,,,. . "'""c ..". "''"'Ji1;''( 7~Ll-r.".""l'Ilt'O !'Wlll'.1 tJr II StJ'l . d 1 Itf .,',llnc. "'Ilh 11111 ,tl'l'll,rn.!
"Ll- {J.-v'\.0 } . )
!iamOlll'1I1Agt"l , nlhJ~
\"^nUl!l~: !ll,. crif!'.to knl ",":n?~ m.~.I., 0 ,hlort1fHll. 10 1100 Urlllod !i1.,~CI', or, :1.;\ Cl &HI' .1I1o~'1 1(\11h l'~r,~l:'l\ tll,r;!, r.O",'/.I_O" I.nl> "'t'ull'" II 1"11'1 ll"r1 "".,"',?,,"',"'\ rOl dol.,]t Iro
tll.1I1 U:t Cod. tehOn 100' .ndS.CIIQ'IIOIO, . IIUll' n,v ~>l1I1\
V ALLEY GEM LAB
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MARQUISE
GIA CLARITY SCALE
IDlamonds onlYI
EMERALD
~::,I""'("'I""
'--
...,
",
HEART
GIA COLOR SCALE
(Diamond only)
Ca.OflGF\AOtHr. :iCAl [
01[1'(1",'1) "Il,"
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-,.....
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Appr,,,,,,,' rl" 1,1997-1
(Ft~ ,\rr/'j 4r(~ /. 11>\ q:~~, f":;Jft;j
C\ lJ f :,{:, I ~. {~~ :,X::;, ~'\\ \=/1\'1'
",t- J "I'V \. (.., \ '11'.
.. ........ '.. .-1/ 'V '...-
ROUND OVAL PEAR
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-
COLORED STONE
CLARITY SCALE'
~L_l,!_.L____~IiMI.__.___L ,-\1. L____MIIH~___.L':fI.J __ _ XHI
!:lone l...!:.i~ht_L _ l~gh~to.Mollllrate "._..1 Mo~.eral~L",o_,!~r~_t~J~.fioa-"X.Lt-ieavy .LE!,em~_ly H~a~
_'':;.~Ie .!!:d~~lel Dc~~_c~ E)'c VISI~le Inc!~~)f11 Soled 00 E"IITl~n.tlm ____ _____. _______. _____._~_
NOTICE OF LIMITED LIABILITY ANO WARRANTY
Valley Gem lab cortlllas that tho Ilem(s) deSCribed In lhis Reporl has/have
been analyzed and graded as to color and c1arily In
accordance With the standards set lor1h by tho Gemological InstItute 01
America. Care has been taken 10 determine replacement pricing ham
manufacturers properly identifying their products. Where thIS IS not evident
every ellort has been made to establish a fair price for
replacement value of like kind and quality. Where a range of pricing may
exist per1inent to items of similar make, an average price has been deter.
minded. This appraisal is provided only as an estimation of
approximate replacement values of the ar1icles deSCribed herein, as ollhis
date, and should not be construed as a basis lor purchase.
Accordingly. Valley Gem Lab assumes no liability with respect to .1ny legal
action that may be taken as a result 01 inlormahon contained in this appraisal.
INSTRUMENTS USED
Binocular Microscope
Diamondlite
Refractometer
Diamond Thermal Probe
Polariscope
Dichroscope
Spectroscope
Screw micrometer
Leveridge Gauge
Proportion Analyser
Millimeter Micrometer
DWTICT Scale
Colormaster
Immersion Cell
Proportion Analyzer
Photoscope
Proportionscope
Specific Gravity Liquid
Ultraviolet Light Source
Master Grading Stones
Precious Metal Tester
Olher:
PROCEDURES, TERMS AND CONDITIONS OF APPRAISAL
Valley Gem Lab provides this appraisal report subject to the terms and conditions set forth herein, All terms and conditions
are part of this appraisal unless specifically set aside in writing.
t. Mounted gemstones aro gradod as to color and CI.Hlty only to the ex lent that mountings permit e)(aminatlon. Where mounllngs prohibit precise color
determination a range of colors Will be prescribed.
2. Gemstone weights arc determined by formula and arc apprOXImations unless othC!rwiso noted.
3. Appraised value(s) is based on whole ownership and possessory interest undiminished by any hens, tractional interests, or any tarm 01 encumbcrance
or alienalion unless otherwise stated.
4. Value(s) Dxpressed herein are based on the appraiser's best judgment and is notmtonded to represent any guaranlee thntthe descrIbed Items Will
realize that value If aile red lor any sale. The value(s) (!)(pressed for nil gemstones/precious melnls is based on current available lMformation on the
dato this appraisal is made and no opinion is e)(pressed as to any past or futuro vnlue(s) unless otherwise stated.
5. This appraisal report is provided for tho party nilmed herein and is intended for his/herlils use. This report is not intended as, nor indicative 01, cer.
tificate ollitle or ownership. The identlfic~tion of the interest 01 the requesting party is that represented to Valley Gem Lab and no inquiries or in.
vestigations have beon made. nor is any opinion given as to the truth 01 such representation.
6. Unless olherwise stated herein this appraisal should not bo conslrued ilS an oller to C1ther buy or sell arllcles descTlbed in this report.
7. Unless otherWise staled herein, all mounted gemstones .1ro secuwly set and no repair of descnbed Jewelry article IS necessary.
B. Unless otherwise stilted, all colored stones IIsled on Il1ls appraisal report have prob.1bly been subjected to a stable ilnd pOSSibly undetectilblo color
enhancement process. Prevailing market values arc based on these universally pracliced and accepted processes by the gem and jewelry tr.1de.
9. This appraisal report is prepared for tho purpose stated. Reproduction or unaulhorlzcd use of the descrlplions or priCing cont. O\J herelM is forbIdden
wlthoullho Clcpress wrlllen consenl of Volley Gem Lab. Us!.! of this report lM e(;:lhCT ~. n, radiO broadcast 0 el Vised programming IS
lor bidden wllhout pnor wnllen authorIzatIOn by Valley Gem Lab.
10. Any further lerm, condlllon, or procedure pCrllnentlo thiS wpmt shall be mac tn wrlllng and conlal
SIGNATURE __.__m .__
CUSTOMER
SIGNA TURE
PURPOSE OF
NonCEI
To fulfill the r.qulr..ents of S.etlon ZI~5 (b) of the InherItanc. and Est.t. la. Act, Act 11 of 1995.
(7Z P.S. S.ctlon 91~S).
PAVtlENTI
D.t.ch t~ top portion of this Notlc. and subelt with your pay..nt to the R.glst.r of Willi prlnt.d on the
r.v.rse lid..
u "aka check or .oney ord.r pay.bl. to: REGISTER OF' WILLS, AGENT.
REfUND (CR) I
A r.fund of . tax cr.dlt ..y be r.qu.st.d by co.pl.tlng an "Application for R.fund of P.nn.ylvanl.
Inherltanc. and E.t.t. T.x" (REY.lSIS). Application. ar. avallabl. at the Off Ie. of the R.gl.t.r of Will.,
any of the ZS R.v.nu. District Offlca. or fro. the D.part..nt'l 14'hour an.w.rlng ..rvlc. nu.b.r. for for.. ord.rlng:
In P.nn.ylvanl. 1.100-S6Z-1050, outlld. P.nn,ylvanla and within local Harrisburg ar.a (717) 787-1094,
TOOl (717) 171-1252 (H.arlng Iapalr.d Only).
OBJECTIONS:
Any party In Intere.t not .atl.fl.d with the ........nt of t.. .. .hown on thl. notice .ay obJ.ct within
.Ixty (60) day. of r.c.lpt of thl. Notice by:
-.wrltt.n prot..t to the PA n.part.ent of R.v.nu., Bo.rd of App..lI, n.p1. 181011, Ilarrhburg, PI 17118-1021, OR
...I.ctlng to hava the .ett.r d.tar.ln.d .t .udlt of the par.onal r.pra.antatlv., OR
..appaal to tha Orphan.' Court.
AD"IN-
ISTRATlVE
CORRECTIONS:
factual arror. dl.cov.r.d an thl. .s......nt .hould b. .ddr....d In writing tal PA Dap.rt..nt of Rev.nu.,
Bureau of Individual T...., AfTN: Po.t ........nt Ravl.w Unit, D.pt. 110601. Il.rrhburg. PA HU8-0UI,
Phana (117) 787-6505. 5.. page 5 of tha booklat "In.tructlon. for Inh.rltanc. Ta. R.turn for. R..ldant
Dac.d.nt" (REY-ISOl) for .n ..planatlon of .dalnl.tr.tlvaly corr.ctabla .rrar..
PENALTV:
Tha ISZ t.. aan..ty non-p.rtlclp.tlon pen.lty I. co.put.d on tha tot.l of the t.. and Int.r..t .....s.d, and not
paid b.fore Janu.ry 18, 1996, the flr.t d.y .ft.r the .nd of the ta. a.n..ty period. Thl. non-p.rtlclpatlon
p.n.lty I. .pp.alabl. In the .... ..nn.r and In the the .... tl.. p.rlOd a. you would .ppa.1 the ta. and Int.re.t
that h.. bean .......d a. Indlcat.d on thl. notlca.
INTEREST:
For dat.. of d.ath on or aft.r 10-S-91, P.nn.ylv.nl. E.tate Ta. ba..d on tha redaral E.tat. T..
return baeo... d.llnqu.nt .t the e.plratlon of nine (09) aonth. fro. the data of d.ath.
For d.t.. of daath prior to 10-S-91, Pannlylvanla E.t.ta T.. b...d on the r.d.r.1 E.tate T.. raturn
bacole. dallnquent at tha ..plratlon of alght.an (18) lonth. frol the date of d..th.
T..a. which b.ca.a d.llnqu.nt bafor. January 1, 198Z b..r Intar..t .t the rata of .1. (6X) p.rc.nt par .~
calculat.d .t a d.lly rata of .000164. All t.... which blc... d.llnquant on or .ft.r Janu.ry 1, 1981 will baar
Int.r..t at a rata whiCh will v.ry fro. c.l.ndar Ylar to cal.ndar Ylar with thlt rata .nnounc.d by the PA
O.p.rt.ant of R.v.~. Tha .ppllcabl. Int.r..t r.ta. for 1981 through 1997 ar.:
Vaar Int.rut Rat. D.lly Int.rut Factor V.ar Int.rut Rata Oally Int.rut Factor
1982 10iC .000548 1987 .~ .0002"7
1981 16:c .000,,:S8 1988-1991 lliC . aoO:SO I
1914 IU .OODJDI 1991 .~ .0001U
1985 U~ .000356 1995-I99~ n .000192
1986 10iC .000114 1995-1997 .~ .000141
--Int.ra.t It c.lcul.t.d at follow.:
INTEREST . BALANCE or TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEREST rACToR
--Any Hotlce I..u.d .ft.r tha ta. beco... d.llnqu.nt will refl.ct an Intar..t c.lculatlon to flft..n (15) day.
b.yond the det. of the ........nt. If pay..nt I. aade aft.r the Int.ra.t co.putatlon data .hown on the
Notlc.. .ddltlon.1 Intar..t au.t b. c.lculatld.
PENAlly:
INlEREST:
I' -,
..
pA't"ENrl
Datach the top portion of thl. Notice and lub.lt with your pay_ent ftade payable to the na.e and nddrllSs
printed on tha rll~lIrse side.
If RESIDENl DECEDEHT na"a checl< or nonllY ordllr paYllbla to: REGISTER OF WILLS, AGENT.
If HON-RESIDENl DECED(Nl IIIlll<e checl< or noney ordllr payable ta: COHI10NWEAL TH OF PENNSYLVANIA.
REFUND (CRJ: A refund of a tax credit, which was nat rllquestod an the lax Return, nay be requested by conpllltlng an
"APPlication for Refund of Pennsyl~anla Inheritance and [stalll lax" (REV-UU). Applications nre available lit
tha Office of the Reglstllr of wills. ~ny of thll l] Re~enue District OfficII' or fro~ tho Departnent's ~4.hour
answarlng ..rvjce nUllber. for for.. ordering: In PllnnSYlvania 1-800-]bl-Z050, outside Pllnnsylvanla
and within local HarrJSburg area 11171 181-8094, TOOl (711) llZ-lZ5l IHearlng Inpalred onlyJ.
REPlV TO:
auestlons regarding errors contalnlld on thJs notice should be addresSlld tal PA Depart.ent of Re~enue, Bureau
of Individual laxe., A"H: POlt AlleSI.'nt Review Unit. Dept. ZaObOl, Harrllburg. PA 17lla-ObOI, phone
t717J 787-6505.
DISCOUN1:
If ~ny ta. dUll Is paid within three III calendar nonlhs after the decedant's daath, a five percent (5%1 diScount
of the tax pald Is allowlld.
Iha 15% ta. annesty non-partlclp~tlon pllnalty is conputed on the total of thll ta. ~nd Interllst aSSllsslld, and not
paid bllfora January la, Iqqb, the flrlt day after thll end of the tax annlllty periOd.
\
f
Intar.lt Is char gild beginning with flrlt day Of delinquency. or nln. lql .onths and one fl) day Ira. thll date of
death. to the dat. of pay_ent. lUllS whlth beca.e d.l1nquent bllfor. January I, 19az bur Interest at thll rate of
.Ix (6~1 p.rcllnt pllr annu. calCulated at a dally rat. of .000Ib~. All ta.el which bllca.. delinquent on and aft.r
January I. 198Z will bear Interest at a rate which will vary fro. calendar year to call1ndar year with that rat.
announced by the PA Depart.ent Of Re~enuII. lhll appllcablll Int.rllst rates for 19a1 through 1991 ar.:
.
)
"
.
Vear Inter.st Ratll Daily Interllst Factor
Vear
Int.rllst Rat.
Dally Interest Factor
19az 10~ .00054a 1931 "' .000Z41
19n 16~ .000418 1983-1991 11% .000101
19a4 11% .000101 199Z .. .000Z47
1985 U:c .000156 199.\-lq94 1% .00019Z
1936 10% .000114 19q5.1991 .~ .000Z41
"Interllst I. calculat.d .. folloWl1
INTEREST = BALANCE DF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
.'
..Any Hotlce Issued .'t.r the tax beco.es dllllnquent will r.flllcl an int.relt talculatlon to fifteen (151 day I
b.yond the date of Ihe allell..nl. If pay..nl II .ad. aftllr Ih. Intllrell CO.putatlon datil thown on the
HOlln. addillonal Int.r.st .Ult b. CIIlcula'.d.
.'::'--'fROI'1 LIFEPLHN CErnER
PHOflE 110, : ~1'5 777 13%
,.:' I ..q (., -q.J,:)
,.
l'Iar, 10 193808:'57.4'1 PI (.
INTERNAL I: 1'.\1 \',N 1 'I, ,;rn\'IC'I'. I:t,rnfr.
Northeast R\'gil>1I
Ol'l);,rtI11ent ,>f th~ Tl',.,I~;lIry
Il,O. - 2.1
Ollte:
.'1; \.~:~ ~
Estate of: Margaret H. Aglc
nocc<lenl's SSN:
Lawrence F.. Af.le
24 Shomrllll en\lrt
Fairfax, CA 94~~0
[)llll' of nenth:
175-03-2423V
October 15. 1996
Person to Contnct:
IInrbllrll Funk
Cuntllct Telephone Number: (215) 516-.1946
trstnte Till\. Ch)~inl.l letter (This i~ not a bill for tax due)
i ;;~:<,:>)i1':;,c'omputat'ion of the 'F~d~ral' t~x' I i~bi I ity' (~i' t'hc above estate is shoW;;':"
"l$elow:'It does not include any interest or late puymcnt penalt ies that may bll
charged, but other penalties have been considered in tho computation. You
should keep a copy of this letter as u permanent record because your attorney
may need it to close the probate proceedings for the estate. This letter
is evidence thllt the Federal tax return for the estate has either been accepted
as filed. or has heen accepted after an udjustment that you agreed to,
This is not 8 formal closing IIgreement under ~~ction 7121 of the Internal
Revenue Code. We will not reopen this cnse, however, unless Revenue Procedure
94-66 applies, See attached copy.
If you have any qU~lt inns about this letter, please write of call the p~rsOn
whose name and telephune numher are shown at the top of this letter. If you
writ~ Iv u~ with questions about this letter, pleBse provide your telephone
numoer and the most convenient time for us to call if we n~ed additional
information. Ple~se attach this letter to any correspondence to help us identify
your case. Kecp the copy for your recurds.
Thank you for your cooperation.
CC:
Sincerely yours.
tf ed""af:2 ."..
.c,... f''' ,~Yj.
/j~,,,"...;;I.)_ "~">:.oJV"~
/"' ~:t ' .;,
.I if ,,'"
{n/rector. Sarvice Center
....
Enclosure:
Copy of this letter
TOTAL TENTATIVE TAX................................",.,....$
LESS: GIFT TAXES PAYABLE (GIFTS MADE AFTER 12-31-76)..... .,$
UNI FIEn C'RF,DIT. . . . . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . . . . . .5
CReDIT FOR STATE DEATH TAXES... .. .. .. .. .. . .. .. .. .. . .. $
CRf.OIl' FOR GIfT TAXES (ON GIFTS PRIOR TO 1-1-77)....,$
CREDIT FOR FOREIGN DEATH TAXES..,. ..... ...,.,... .....$
CKEDIT FOR TAX ON PRIOR TRANSFERS.,. ,..... .".... ,...5
TOTAL SUlITRAC'l'IONS.................................,...,.... $
NET ESTATE TAX, , . , . , . . , . . . , . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . .5
GENERATION-SKIPPING TRANSfER TAXES....... ......... ....,...,.$
SECTION 49110A INCReASE!) ES'!'ATE TAX............., , . . . . . , . . . , . S
TOTAL TRANSFER TAXES. . , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . , $
PENALTIES. IF ANy....,.,.,.,....,...........................$
202,166.78
0.00
192,600.00
9,36t>.78
0.00
0.00
0,00
202.166.78
0.00
0.00
0.00
0.00
0.00
P.O. DOl JJ1, n~nsalem, PA 19020
, .
Letter fi27(SC\ (Rev. 5-11fi)
',-
v
)
!oJ /3 '! - {'f
JERRY A WEIGLE
MARK ETAl
126 EKING ST
SHIPPENSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
c..-
*'
BUREAU OF INDIVIDUAL TAXES
INUlAIUHC( lax DIVISIOH
DlPI. 110.01
IlARRISIURG, PA 111:8'0601
'U.U. II'" .11'''1
05-04-98
AGlE
10-15-96
21 96-0923
CUMBERLAND
202
MARGARET H
Anount Re.ltt.d
PA 17257
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To In.u~. prop.r credit to your account, sub.it the upper portion of this for. with your t.x pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
RE-Y:jjJ;-EX--iFP--ioj:-9jj-----.-.-NiiiicE--OF--PETE-RHiN-iiio-N-AN-P-AS-SESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ~~
ESTATE OF AGlE
MARGARET H FILE ND.21 96-0923
ESTATE TAX DETERMINATION
ACN 202
DATE 05-04-98
1. Credit FDr State Death Taxes as Varified
9,366,78
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/Dr Interest)
34,253,78
3. Inheritence Tax Assessed by Other Statas
or Territories of the United States
(Excluding DiscDunt and/or Interest)
,00
4. TDtal Inharitance Tax Assessed
34.253,78
5, Pennsylvania Estate Tax Due
,00
6. AmDunt Df Pennsylvania Estate Tax Previously Assessed
Based Dn Federal Estate Tax Rat urn
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT
DATE NUMBER
- R ::":c{
OU')
~ 1ft..
r:
g
r:l:
"
~
c ""
U ;'J
a: P> ~': ~
~=:i
Uc;
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE ,00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY ~E
DUE A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS.)
REGISTER OF WlI.',S, CUHII~:RJ.ANII COUNTY
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~Inrl\nrct II. Al\lc
Date of Death: 10-15-96
Will No.
2196-0923
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1, State whether administration of the estate is complete:
Yes X No
2. I f the answer is No, s tate when the personal
representative reasonably believes that the administration will be
complete:
J, If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d, Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with e
Cerk of the Orphans' Court and may be attached to thisrep r .
/l ,v~ Q. '/ /0;-
Date:
/17.", ..;
r"-'
If)
co
~r:
1'1'1,1'
Si natur
,'/
Jerry A, Ifiglc, Esquire
Name (Please type or
MARK, WEIGLE AND PERKINS
126 East King Street
Address
Shippensburg, PA 17257
( 717 I 532-7388
Tel. No.
'0",
7:<:(
'Co;
"
l:__
() \...
o ll)
wee
a:
00
I
~
~
_ .1
.::S=
..u -
u8
Capacity: Personal Representative
X Counsel for personal
representative
(MAH: rmf/AMJ)
~
ESTATE OF MAIU;AIU:T II. Aca.E
21 Wt.lll}2J
FAMILY SETTLEMENT AcatEEMENT
TillS AGREEMENT made this
"!I'
. . !):--
J
day of
IllAy
,1991\,
BETWEEN: IIOLLY N, MiLE and LAWRENCE E, MiLE. being the legatees under the
Last Will and Testament of Margaret II. Agle, laIc of Ihe Borough of Shippensburg. Cumberland
County, Pennsylvania.
AND
LA WRENCE E. AGLE . Executor of the Estate under the Last Will and Testament Dr
Margaret H. Agle, deceased,
WHEREAS. Margaret H. Agle died October 15. 1996. testate. and under her Willletl her
estate to the parties herein: and
WHEREAS, Lelters Testamentary wcre granted to Lawrcnce E. Agle on November 14,
1996. by the Register of Wills or Cumberland County. Pennsylvania: and
WHEREAS. all the assets or the late Margaret H, Agle have been liquidated or distributed
and all her debts paid in full. and furthcr the period or four months having terminated since the first
advertisement of the issuance or Lelters to the said Exccutor. the said parties hereto desire to waive
the duty of the Exccutor to liIe a First and Final Account with Proposed Schcdule of Distribution lor
purposes of confirmation by The Court of Common Picas of Cumberland County. Orphans' CDurt
Division, AND FURTHER desire that a Family Seltlement Agreemcnt be executed. which Family
Seltlement Agreement will be duly recorded among the deed records in and liJr Cumberland County,
NOW, THEREFORE. WITNESSETH. that thc p,lrties hcreto. in consideration of the
premises above stated. and of the Accounting and Proposed Schedule of Distribution auached herelo
MAliK, WI:1(,11. ;Vorl !'IUKIN', AIICIHN'''', Al tfl\'J I.'h 'fI',1 Kl~j(, -,lUll I ',ltII"'I~j',II\J'H.. l'^ 17.",111'11
STATE OF CAI.IFORNIA
SS.
COUNTY OF n hll'l' d I"
On this. lh~ .< day of 1'1'/ d Y . I 99K. hclilr~ m~, u Nolary I'uhli~ in
und lilr said County and Stal~, lh~ und~rsign~d omc~r. pcrsonally appcar~d 1101.1. Y N, ACiLE,
known to m~ (or salislilclurily pro\'~n) to h~ lh~ p~rson \\'hos~ nam~ is suhscribcd to th~ within
inslrum~nt. nnd nckno\\'lcdg~d lhul sh~ ~xccuted Ih~ sam~ lilr the purpos~s th~rcin contnined,
ft-u<.--. /-7/ ,d./<'n'...-/J ' (SEAL)
My commission expires on: 7-v/ y y,.:l = l'J
.................
.
u:
,
STATE OF CALIFORNIA
SS.
COUNTY OF n 1..,.,"nl1
On this, the .L day of rn.-j y , 1998. before me, a Notary Public in
and for said County and State. the undersigned ollicer, personally appeared LAWRENCE E, AGLE,
known to me (or satisfactorily pro\'en) to be the person whose name is subscribcd to the within
instrument, and acknowledged that he executed the same for the purposes therein contained,
U-r-,~ IV A"/"~ 4 (SEAL)
My commission expires Dn:
/6A./ y Lf., ;l..,/nU
MAHK, W!"IIOlI, ANt) 1'1'~KIN'. A'lllHNIY'. AT lAW';'" rA',' KINC; ~;TIHT_I 'illIl'l'rN',I\lJIHi,I'A 1/;,,;11\'1/
SU"f-WiY OF AC'CUJNI'
Estate of M.llgal'Ct II. lvJle
For Pericx:l 10/15/96 'l1uDlIgh 4/21/98
Page
Fiduciary
J\cqUisition
Value
Proposed Distribution to Beneficiaries
$ 25,263.26
14
===========
Principal
Receipts
Net Gain (or !Dss) on Sales or
Other Dispositions
Other Receipts
1-2
$673,662.52
3
27,396.60
0.00
$701,059.12
Less Disbursements:
Admi.nistration Expenses (Prin)
Fees and O:mnissions (Prin)
FUneral Expenses (Prin)
Other Expenses (Prin)
4-5
5
5
5-7
$43,755.37
24,372.18
4,820.30
33,679.04
106,626.89
Balance before Distributions
Distributions to Beneficiaries
$594,432.23
571,454.75
8-9
Principal Balance on Hand
10
$ 22,977.48
For Information:
Changes in Investment Holdings
11
Incare
Receipts
Less Disbursements:
Admi.nistration Expenses
Incare Taxes
12
$ 2,567.12
13
13
$ 150.00
131.34
281. 34
Balance before Distributions
Distributions to Beneficiaries
$ 2,285.78
0.00
Incare Balance on Hand
$ 2,285.78
$ 25,263.26
CDTbined Balance on Hand
-----------
-----------
RECEIPI'S OF P1UNCIPAL
Estate of Mll'garet II, J\gle
As of 4/21/98
Page 1
Assets Listed in Inventory
(Valued as of date of death)
Fiduciary
AcqUisition
Value
-----------
01ecking Accounts
Mellon Bank Checking Account #412-102-8163
$2.67 Accrued Interest
$ 15,220.32
Savings Accounts
Mellon Bank TrUst Account #133-900
572,181.08
Federal Notes and Bonds
series HH Bonds
1 Unit
$ 1,000.00
Series HH Bonds
1 Unit
500.00
1,500.00
Residences
501 Brenton Street, Borough of Shippensl:org,
QJmberland Cbunty, PA - sold 6/20/97
Household Goods & F\.lmi.shings
Personal Property taken In Kind by
beneficiary
Public Sale of Personal Property - gross
proceeds 4/26/97
70,000.00
$ 1,083.00
2,319.25
-----------
3,402.25
Misc. Personal Property
Diarrond Ring
$
450.00
Coins
471. 75
1989 Chevrolet cavalier Sedan
2,950.00
DISI3URSEMrnI'S OF PRINCIPAL
Estate of Mlrgaret II, J\gle
For Pericx:l 10/15/96 'lllrough 4/21/98
11/20/96 Harold Gaymm - lTCMing and trimning trees
11/20/96 Thompson Energy - 10/25/96 fuel oil delivery
11/20/96 United of PA - 11/4/96 telephone billing
12/11/96 GPU Energy - 12/4/96 billing
12/26/96 State Farm Insurance - auto premium
12/26/96 Terminix - 12/12/96 statement
1/7/97 Thompson Energy - 12/15/96 statement
1/7/97 Borough of Shippensburg - quarterly water and
refuse
1/22/97 GPU Energy - 1/4/97 billing
2/11/97 GPU Energy - 1/31/97 billing
2/24/97 Healthtec - 2/6/97 statement
3/17/97 GPU Energy - 3/4/97 billing
3/18/97 Thompson Energy - 3/14/97 fuel oil delivery
3/20/97 Shippensburg Health Care Oenter - 2/27/97
statement
3/20/97 Elva Jane Goodhart, Tax Cbllector - 3/1/97
real estate taxes
4/1/97 Internal Revenue Service - 1996 final 1040
federal inc:are tax
4/1/97 PA tepartrrent of Revenue - 1996 final PMO
state inc:are tax
4/10/97 GPU Energy - 4/4/97 billing
4/10/97 Borough of Shippensburg - quarterly water,
sewer, refuse
4/14/97 PSERS - return of Ck:tober and Noverrber
llDnthly pension checks direct-deposited to
Page 6
$ 60.00
40.62
30.35
59,73
209.26
30.74
15.23
94.32
32.06
31. 04
58.85
42.06
258.94
3,956.00
399.84
18,184.00
2,022.00
48.94
99.48
DISI'RIBUfIOOS OF PRINCIPAL m BENEFICIlIRIES
Estate of Margaret H, Agle
For Period 10/15/96 Through 4/21/98
Page 8
'Ib: Holly N. Agle
Diarrond Ring
4/26/97 Diamond Ring
$
450.00
'Ib: Holly N. Agle
Cash
2/4/97 Cash
50,000.00
'Ibtal for Holly N. Agle
'Ib: Lawrence E. Agle
Cash
3/12/97 Cash
6/25/97 Cash
$ 50,450.00
450,000,00
65,000.00
'Ib: Lawrence E. Agle
Personal Property - In Kind
4/26/97 Personal Property taken In Kind
1,083.00
'Ib: Lawrence E. Agle
1989 Chevrolet Cavalier Sedan
4/26/97 1989 Chevrolet Cavalier Sedan
2,950.00
'Ib: Lawrence E. Agle
(bins
4/26/97 (bins
471. 75
'Ib: Lawrence E, Agle
Series HH Bond
6/25/97 Series HH Bonds
1 Unit
1,000.00
INFORMI\TION SQIEOOLES
Estate of Margaret H. l\gle
For Period 10/15/96 Through 4/21/98
Page 11
Changes in Investlfellt Holdings
501 Brenton Street
$ 70,000.00
6/23/97 residence sold
-70,000.00
-----------
$ 0.00
~th of Pennsylvania
6/17/97 Prorated October pension check
$
245,70
-245.70
-----------
State Farm Insurance - auto
$
88.32
6/19/97 automobile premium refund at cancellation
-88.32
-----------
Real Estate tax proration
6/23/97 real estate tax proration at settlement
$
236.51
-236.51
-----------
PA Departlfellt of Revenue
12/9/97 inheritance tax refund
$ 5,746.22
-5,746.22
-----------
shippensJ:urg Health Care Center
7/23/97 Shippen8!:7urg Health Care Center refund
$ 368.00
-368,00
-----------
0.00
0.00
0.00
0.00
0.00
RECEIPI'S OF INa:ME
Estate of Margaret H. J\gle
For Period 10/15/96 Through 4/22/98
Page 12
Interest
~l1on 01ecki.ng 1\CcoUllt
11/20/96 Interest from date of death to closing
Dauphin Deposit Estate Checking
12/31/96 1996 Interest
12/31/97 1997 Interest
4/21/98 1998 Interest
$
9.96
5.20
493.71
32.69
531. 60
Financial Trust Estate Olstodial Ac
12/31/97 1997 Net Interest
4/21/98 1998 Net Interest
$ 1,875.77
149.79
2,025.56
Total Interest
$ 2,567.12
'lUI'AL RECEIPI'S OF INa:ME
$ 2,567.12
-----------
-----------
/f--/3q .j)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE lAX DIVISION
D[Pf. 18DbOI
HARRISBURC, PA 111:a'ObOl
NOTICE OF INHERITAHCE TAX
APPRAISEHENT, ALLOWAHCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
JERRY A WEIGLE
MARK ETAl
126 EKING ST
SHIPPENSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17257
10-21-97
AGlE
10-15-96
21 96-0923
CUMBERLAND
101
Amount ReMitted
c:..
1*
11'.\'" II ". III.HI
MARGARET
H
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:i5Cjj-EX-Ai:ii-foJ':9:rnici'ficEnOF-YriHEifiTANCE-YA'X-i\-ppFliiisEHENr-,--Aii.-owANcE-iflim-m---m-m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF AGLE MARGARET H FILE NO. 21 96-0923 ACN 101 DATE 10-21-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Estoto (Schodule Al III
2. Stocks and Bonds (Schedule 8J (2)
3. Closely Held stock/Partnership Int.re.t (Schedule C) (3)
4. Hortg.ges/Not.. Receiyable (Schedule DJ (4)
s. Cash/Bank Deposits/Hise. Parsonal Property (Schedule El IS)
6. Jointly Owned Property (Schedule f) (6)
7. Transfers (Schedule G) (7)
8. Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expen.8s/Adn. Costs/Hlsc. Expense. (Schedule HI (9)
10. Dobts/Ho,tgogo Liobllltlos/Llons (Schodulo II (101
11. Total Deduction.
12. Net Value of Tax Return
13. Charitable/Governmental Beque.t. (Schedule J)
14. Net Value of Estate Subject to Tax
I CHANGED
70,000.00
1.500.00
.00
,00
596.048.30
,00
.00
ISI
33.130.85
33,474.00
Illl
112)
1131
1l4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
667.548.30
66.604 R~
600.943.45
.00
600.943.45
If an assessment was issued previously, lines 14, 15 and/or 16, 11 and 18 will
reflect figures that include the total of ~ returns assessed to date,
ASSESSMENT OF TAX:
15. A~ount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Linaal/Cla.s A rate (16)
17. Amount of Line 14 taxable at Collateral/Cla.. Brat. (17)
18. Principal Tax Du.
NOTE:
TAX CREDITS:
PAYHENT
DATE
01-15-97
RECEIPT
NUHBER
AA185071
DISCOUNT 1'1
INTEREST/PEN PAID I-I
1.802,83
.00 X .00.
600,943.45 X ,06.
,00 X .15.
I1S1
AHDUNT PAID
40.000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
36.056.61
.00
36.056,61
41,802.83
5.746.22CR
.00
5.746.22CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIO~S,1
RESERYATION: E.tata. of dac.d.nt. dyIng on or b.for. O.c..b.r 12, 198Z -- If any future Int.r..t In the ..t.t. I. transf.rrad
In po"a..lon or .nJoy..nt to CI... B (collat.ral) b.neflelarl.s of the dac.d.nt .ft.r the ..plratlon of any ..tat. for
lIf. or for y.ar., the Co..onw.alth h.r.by ..pr.s.ly ra.erv.s the right to appr.I.. and ass... tran.fer Inherltane. Ta...
at the lawful Cia.. a (collatar.l) r.ta on .ny such future Intar.st.
PURPOSE OF
NOTlCEI
PAYHEHT:
REfUND (CA):
OBJECTIONS I
To fulfIll tha r.qulr...nt. of S.ctlon ZI40 of tha Inherltanc. and E.tat. Ta. Act, Act Zl of 1995. (72 P.S.
Sactlon 911t0).
D.tach the top portion of thl. Hotlc. and .ub.lt wIth your pay..nt to tha Ragl.t.r of Will. prlntad on the ravars. .Id..
.-Hah ch.ck or Bonay ordar payabl. tOI REGISTER OF HILLS, AGENT
A refund of . t.. cradlt, which w.. not r.qu..t.d on the Ta. R.turn, .ay b. raqu..tad by coaplatlng an -ApplicatIon
for Aafund of P.nn,ylvanla Inharltance and E.t.ta T..- (REY-Illl). Application. .r. .vall.bl. at the Office
of tha RagI.tar of Will., any of tha Zl Revanue DI.trlet Offices, or by callIng the .p.clal 24-hour
an.w.rlng ..rvlca nu-b.rs for for.. ord.rlngl In Pann,ylvanla 1.800.l6Z-Z050, out.ld. Penn.ylvanla and
within local Harrl.burg ar.. (717) 787-8094, TOO. (717) 77Z.ZZ52 (H.arlng I.p.lr.d Only).
Any p.rty In Inter..t not .atlsflad with tha .ppr.I....nt, allowance or dl'.llowanca of daductlons, or .".....nt
of taM (InclUding dl.count or Intar.,t) a. .hown on thl. Notlc. au.t obJ.et within .I.ty (60) day. of r.c.lpt of
this Notlca by:
.-wrlttan protast to the PA D.part..nt of R.vanue, Board of App.al., O.pt. Z81021, Harrllburg, PA
--a1.ctlon to have the .att.r d.ter.ln.d at audit of the account of the p.r.onal rapras.nt.tlva,
--app..1 to the Orphan.' Court.
171ZS-10Zl.
OR
OR
ADtUN
ISTRATlVE
CORRECTIONS: f.ctual error. dl.covar.d on thl. a.sel...nt .hould be addr.sled In writing to: PA Departa.nt 0' Ravenu.,
Bur..u of Individual T...., ATTH: Post A.s.ssaent Revl.w UnIt, D.pt. 280601, Harrl.burg, PA 171Z8.0601
Phone (717) 787-6505. S.a page 5 of the booklet -InstructIon. for InherItance Ta. R.turn for a A..ld.nt
D.c.d.nt- (REV-1501) for an e.planatlon of adalnI.tratlv.lY corr.ctabla .rror..
DISCOUNT:
PEHAlTY:
INTEREST:
If eny ta. due 1. paid wIthin three (3) calandar .onths .ft.r the dec.d.nt"s daath, a flv. perc.nt (5~) discount of
the taw paid Is allow.d.
The IS~ tax .ane.ty non-participation penalty Is coaput.d on the total of the tax and Int.r..t .....,~, and not
paid bafore Janu.ry 18, 1996, the first day after the end 0' the taw .an..ty p.rlod. Thl. non-partIcIpation
penalty I. app.alabla In the .... .annar and In the the .... tl.a periOd a. YOU would app.al the t.w and Inter..t
that ha. b.an as,.".d .. Indlc.tad on thl. notlc..
.
1
,
Int.r..t I. charg.d baglnnlng with flr.t day of d.llnquancy, or nlna (9) .onth. and on. (1) day froa tha date of
d.ath, to tha data of pay.ant. Taxa. which beca.a d.llnquent b.fora January 1, 1982 b.ar Int.ralt .t the rata of
.Ix C6~) p.rcant p.r ennua calcul.t.d at a d.l1y rate of .000164. All ta.al which b.ca.. d.llnqu~t on and .ftar
Januarw 1, 198Z will b.ar Inter..t at a rata which will vary fro. calandar Ylar to c.landar y.ar with that rata
announc.d by the PA D.part..nt of Rev.nu.. Tha appllcabla Int.r..t ratas for 1982 through 1997 Ira:
'!!!! Int.r.,t R.t. Dall'l Int.rast Factar !!!! Int.r..t Rat. Dally Int.r..t F.ctor
1982 Z02 .0005"8 1987 '2 .000Z"7
198] 162 .000ltsa 1988-1991 1l~ .000301
1984 11~ .ODD301 1992 OX .000Z47
1985 U~ .000556 1995.199" 12 .OD019Z
1986 1D:C .OaU7. 199~-1997 '2 .OODZ47
--Interut I. c.lcul.tad .. fOllow.,
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. ISlu.d .ftar thl tax becOla. d.llnqu.nt will rafl.ct an Int.r.st calculatIon to flft..n (15) dly.
bayond the date of the a"I...ent. If pay.~t I. aad. aft.r the Int.r.st Co.putatlon data shown on tha
Notlca, additional Int.r..t ~.t bl c.lculat.d.
, .