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PETITION FOlll'ltOBATE :lllll GltANT OF LEITEllS
c;:>\ - Q to - q $=;)-"
Eslale of R. PAUL salLI\RP
alJo knoH'n OJ
R. PAUT. SOUJ\RP. II
No.
To:
Regisler of Wills for the
, DeceaJCd. Counly of ClM3ERLfIN\} In lhe
Social Security No. 191-26-0120 Commonweallh of Pennsylvania
The pelillon of the unucrsigned respcclfully rcprescnls lhat:
Co-
Your pcliliuncr(s), whu 1~/are 18 ye~rs or age or older anlhe execul or
in the lasl will of lhe auove decedenl, ualed May 20,
and codicll(s) dalcd
PNC Bank, N.A., successor by rrerger w1th Prov1dent Nat1onal. lXlnK.
unced as Co-Executor in favor of Barbara W. Schla
~tjncd
,19_
l'l:\lC ,clc:v:\lll cirC:IlIlUI;\llCC:S. C.I. lI:lItlllciMion, \lC::llh or Clcc:UIOI. Cle.)
Decedent W:l~ domicllcd M ucalh in Cumberland . Counly, Pennsylvania, wilh
h is lasl family or principal residence al 757 DoQWOO(l Terrace, Boilinq Sprinqs
MnnrnP rrnwn~h;p
(list :\Lrcet, l1ulIIlJcr. '1'\\'[1. ur UOlo.1
Decedcnl,lhm 62 ycars ofa~e, died Septerrber 25, ,1996
at the accident scene ( Franklin 'fWD. Erie Countv. PA I .
Except as follows, dc~cdent did nollllarry, was nol divorccd and did not h.ave a child born or adopled
aner execulion or th: will orrcred ror plouatc; w~s notlhe victim or a killi". and was never adjudicated
incompelent:
Decedent al dealh owned properly wilh c~lilllaled \.alucs as follows:
(If domiciled in Pa.) All pcrsonal prupcrly S 43.000.00
(If not domiciled in Pa.) Personal properly in Penns)'lvania S
(If nol domicilcd In Fa.) Personal properlY in County' S
Vnlue of real eslate In Pennsylvania S None
situated as follows:
WHEREFORE, petilioner(s) respectfully
presenled herewilh and the Grant of lellers
theron.
rcq\lesl(s) lhe probate of the last will and codicll(s)
Tes tilrren t il rv
lle.slilmentary: administration C.t.I.: administralion d.b.n.c.t...)
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Barbara W. Schlarp J
757 DoQWOO(l Terrace
Boilinq Sprinqs. PA 17007
OATll OF PEHSONAL REPRESENTATIVE
COMMONWEhLTlI OF l'ENNSYLVhN.lh } 55
COUNTY OF' CUMBERLAND
The pelilioner(s) nbove.named swenr(s) or affirm(s) thatlhe stalements in lhe foregoing petition are
II ue aud corrcctlo lhe best of Ihe knowledge nnd bclief or petitioner(s) Dmlthal as personal represen.
lallve(s) of the above decedenl pelilioncr(s) will well and truly adminisler the estate according to law,
Sworn to or arnrn~cd and
before 111e this 1 ST
NUVEM R
subscribed
day of
96
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S('hlilrp
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II, P^III, :il'III,^IIP iI/k/1I
Estate or II. P^"L BClIL^IlP II
I Decensed
DEcnEE OF I'ltoJlATJo: AND GHANT OF LETTEnS
fWVI:MIH,U 'r),
AND NOW 19~,ln conslderallon 01 Ihe pellllon on
Ihe revelle II de hcreol, UlhllClnry prool hlvlna been prtlenled berore me,
IT 15 DECRI!I!D Ihlllhe 11II1r1lfllUII\I) dale,l MlIY 20, 1969
described Ihereln be Idmllud 10 problle Ind n1ed or record.. the last will 0'1
R. PIlIlI Hehlnrp II/k/I' II, Pnul Hehlnrp II
Ind Lellell '1'011 1 IIInll II t I\I-Y
Dre hereby lunled \0 IIlsl'\)a ra W, Heh) II ro
FEES
Problte, LellCII, EIC, ".",." S 110 , 00
Shorl CcrllncllCl( ?) ,. , , , , , , "S fi, nn
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Filed ...."" nQmW,,1\ ,~i'., ,I,~~li.. ..",
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R'EISlCI or WillI
MARY CLEWIS '
Edmund G. Myers (20558)
Johnson, Duffie, Stewart & Weidner
ATTORNEY (Sup. Cl. t.D. No.)
301 Market St., P. O. BOK 109
Lcmovne. PA 17043-0109
ADDRESS
(7171 761-4540
1'1I0NE
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M~lled letters and order to attorney on 11-?'-l)fi.
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wilh A" 66. P.l.. ,Gl. al'prO\'I,1 h)' Ihe (;ell,'ral/\"el11hl)', JUlle 2'J, I'JH.
WARNING: Ills Illegal to duplicate this copy by photostat or photograph.
Fcc for rhis (ertilirarc. S.\.(Xl
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Charles Ilanlcsrcr
StoHl' nl'~istrJr
40'JrJrJS7
OCT 2 2 1996
No,
Date
"'05IU,," II'.
COUUONWEAL1H OF PENNSYLVANIA. DEPARTUENT OF HEAL1H . VITAL RECORDS
CERTIFICATE OF DEATH
(Coronor)
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terms thereof, including any amendmentB thereto in effect
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THIRD: I f my wife, BARBARA VI. SCHLAHP, and I should
die under such circumstances that the order of our deaths
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deemed to have survived me.
FOURTH:
Until actual distribution, no part of the
income or principal shall be subject to anticipation or aliena-
tion by any beneficiary, and the same shall be free of the
obligations of any beneficiary and may not be attached or
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FIFTH:
I direct that all inheritance, estate, trans-
fer and succession taxes, federal, state and foreign, of any
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i kind whatsoever, which may be due and payable as a result
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of my death, together with all interest and penalties thereon,
with respect to all property includible for such tax purposes,
:1 shall be paid out of the principal of my residuary estate.
II I authorize my Executors to pay such taxes at such time or
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, times as they, in their absolute discretion, may deem advis-
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My Executors, in their absolute discretion, shall
:1 have the authority to claim items of deduction in either the
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income tax returns or estate tax return, as they may decide,
without the consent of the beneficiaries, without liability
: on their part for so doing, and, in their discretion, to make
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! ciaries or as between principal and income.
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II filing a j oint income tax return without requiring her to
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Ii gift tax purposes.
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I authorize my Executors to join with my wife in
indemnify my estate against liability to it for tax attrib-
utable to her income, and to consent to have any gifts made
by her during my lifetime treated as made one-half by me for
SIXTH:
I authorize my Executors to continue any
business in which my estate shall have an interest, and to
change or join in the change of the organization thereof,
from time to time, by incorporation, partnership agreement,
or otherwise; and to increase the investment of my estate
in any such business.
EIGHTH:
I nominate, constitute and appoint my wife,
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Ii BARBARA W. SCHLARP, and PROVIDENT NATIONAL BANK as Executors
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hereunder and as Guardians of any property passing from me
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to a minor, ~11th rcnpcct to which I am authorized to appoint
a guardian and havc not othcrwlnc done so. An Guardiano tllcy
, shall have, in addition to the pm/crn ver; ted in them by law,
11 the po~/ers granted to them as Executor::; under Itcm SEVEN'rH
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hereof and the power, in thcir absolutc discI'etion, to expend
or dis tribute principal ar; well as income for the maintenance,
support, education and general welfare of each such minor.
My corporate fiduciary shall receive compen::;ation
:: for the performance of its service::; hereunder in accordance
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,i with its schedule of rates in effect from time to time during
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the period over which its services are performed.
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If my wife fails to survive me, I appoint her sister
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and brother-in-law, CAROLYN and RICHARD WOOD, and the survivor
:: of them, as Guardians of the persons of my children during
their respective minorities.
I direct that no fiduciary serving under the provi-
sions hereof shall be required to give bond or enter security
in order to qualify or to continue as such, any rule or law
to the contrary notwithstanding.
I relieve my fiduciaries from any and all liability
for 1055 or for any other cause which results from their deci-
sions, acts or failures to act, arrived at in good faith;
and they shall be absolved of any liability whatsoever if
they shall obtain the approval for any past or future action
from a majority of the beneficiaries affected thereby who
are then sui juris.
NINTH: The following definitions shall be appli-
cable to all of the provi::;ion::; of my Will except where othcr-
- 4 -
?1 - 96 - 9~'
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
/
//
codicil
(each) a subs 'bing witness 10 Ihe will presented herewilh, (each) b 'n
law, depole(S) nn aYls) that
duly qualified according 10
present and saw
signed as a witness at the
,
'n the presence oC each other) (in the presence oC Ihe
(Name)
(Address)
Regisrer
(Name)
REGISTER OF WILLS OF CUMBERLAND ~ UNTY
OATH OF NON-SUBSCRIBING WITNESS '-.....j
B 0.... 6<1 reo. \1\) Q ~ P -5" 'Q~'
(eacht a subscriber hereto, (each) being duly qu lined according 10 law, depose(s) and saYls) t at
HEY ARE Camiliar with the signature oC R PAUL SCHLARp a/k fa ,
X~~k R PAUL SCHLARp II
testat~ oC (lSXl!XlIKXill'eXliH~~~~XlI'l!>>~~)\l(xlAl the will presented herewith and
THEY ~<<~~K
that believes the signature on the will.is in the handwriting oC
R PAUL SCHLARp a/k/a R PAUL SCHLARp II
to lhe best oC THE IR knowledge and belieC.
Sworn to or affirmed and subscribed beCore
me this ?lST day oC
/;p,Ar(J~/~:~ ,~ ~
MARY C. LEWIS Regisrer
,
Gob G'",-<n...""
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to /-!cmA-?'i7j.l,-~ BJ".;'{ $ /"73'/'1
(Address)
21 - 96 - %2
RENUNCIATION
In Re Estate of
R. Paul Schlarp
deceased.
To the Register of Wills of Cumberland
County, Pennsylvania,
The undersigned
Co-Executor of the Will
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentarv
be issued to
RRrhilrrt WA SC!hlRrp_ Cn_Io~YP(,!llt'nr
WITNESS
hand this I ~t~ day of IYH""f-, ,19.2L.
PNC Bank, N.A., successor by merger
with Provident Nation 1 Bank
a.
t Officer
(Addr.ss)
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(Slgnalur.)
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(Addr.ss)
L
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(Signature)
(Address)
CERTl FICATION OF NO'rICE \JNOEH IUJ!~E 5,6 ( ill
Name of Decedent:
R. PAUL SClII,AHP a/k/a ll, PAUl. SClILARP, II
Date of Death:
September 25, 1996
Admin. N'"
Will No.
0952
To the RegisLer:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
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,
Name
Barbara W. Schlarp
Karen E. Ranier
Address
757 DOgwood Terrace, Boiling Springs, PA 17007
19 S. Monroe Rd., Annapolis, MD 21402
916 Magnolia Lane, Sommerville, NJ 08876
60 Harvest Dr., Etters, PA 17319
Jennifer L. Schlarp
Richard P. Schlarp
4242 Carlisle pike, P. O. BoX 308
Camp Hill, PA 17001-0308
all persons entitled thereto under
PNC Bank, N.A. (successor to
PrOV1 ent t10na
Notice has now been given
Rule 5.6(a) except
None
Date:
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Signature '
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Name Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
Address 301 Market St., P. O. BoX 109
Lemovne, PA 17043-0109
Telephone (717) 761-4540
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Capac ity:
Personal Representative
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X Counsel for personal
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, J. C'o'ell)' Held Stod:JPorrnenhip Intelesl (Schedule q
J. Mortgage, and Nole' Receivobll!! ISd'l!!dule OJ
5. Cosh, Bonk Oe!PO',l' & Miw:lloneov' Penanol Properly
(Schedule El
b. Joinlly Owned Prooell)' (Schedule FJ
7. Tran,feu {Schedule GI (Schedule II
e. TOlol Gran Allo" 110,olliMCs 1.71
q Funeral e.-pen,e,. Admlnl,trative CaUl. Miscellaneou,
e.-pen,e, (Schedule HI
110. O"bl', Morlgog" liabilities, lie", (Schedule I)
: 11 T:'ClI Deduction, (!olollines Q 3. 101
: 12. Nel Value 0; eslate Ilino a mirus line II)
!
IIJ Charitable and GovlJrnmental Beque't' (Schedule JI
! lJ Nel 'lobe Subiect '0 Tax iline 12 minus lir'i~ 13)
--~--~SPOU~~~~1fers (io~~:-e~~f::;h-:~~ 6.;.O.Q.s,----;--131 600-'-- - - ---
'I' See ln1trucllon1 for Ar,plicobie Per((!nloge 01"1 Revene (15) ~.'. --- .' ...- u_~____ -~ - x.
Sidc (Inctude vaiuc1 rom Schedule K or Schcdule M.I
: 10 Amount 0' line 1., la..able 01 o~o role
! (Include ...alue, hOfn Schtdule K or Schedule M,)
.
Ill" . ~c.) f .. (.' 'IIi
.
/5-''-I2-;;L
,-'
"
~"r.1V
nt.\::.:,'(\
......i-;/.~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
lOR DAIIS 01 DIAlII AIIIR 1 7IJ 1 191 CmCK 11Ikl
II A SrOUSAL
,rOVIRIY CRIDII 15 ClAlMID
! fill NUMRIR
i IlJ
<)(,
OO~lr;2
NlIM9{1
COUnTy COOl
'f'(o\Jt
t.l: i lit ,~t '.'~ -;'_:-;~. '~(tit;l..l.il .; ~
'=
u:;
Q
.,
~
'"
~ U'" 11 '" t.l .lo'"
. I (lA" \ ~ I e ~ "I
j O(,n :'./11.
...~ ~ll..-~." ,.,~,.u~
7'j7 IXX;l,;COIl TEIlIW:F
1i()1L1~{; SI'IlJ~;{;S, 1'1\
("",.C1J~'II1EIlL:\:\1 )
17007-'l633
~,:(
: ...'I,..-I,h! ~1(I .IU ,~tI ,t,~!"'.C';I,.;I.."
,
11 ';]-2!,-'.0(/)
1 1 CJ'j 'I'jI1.
J, __" J _ __ .-~.
r J Rf!'malnUIH Rrlurn
(lor datt'\ 01 death prior 10 12.1:).82
Federal Ello'" 1 U.lI. Retu,n Requiret.l
7, Supplementol Relu,n
x: 5
J_8
TOlol Numccr 01 Sale D~p0111 80.e,
-- _._.~------_._. _.._~---~~---~._---
---- --.- ,-~.__._.~-_._.-----_._--
(II
12 )
(3 J
I J I
15)
r; ;'
,:C;
)1.,900_
z
'"
;::
..
~
=
0:
..
u
~
'"
53,503
161
171
__1,005 ,6~n~_,____,
18} L,136 ,031..-
(91
4 '2.10
-.._._- ,-----. --
110\
~12
1111
4 I.31
_.~----- .,-----------.-
112)
(13)
IIJ}
1,131,600_ ___________
1,13~J600
=
~O:-;E
1161
C6 =
_x
! 17
,
____.__....__.__. ....n.~___._x
is =
Amount of line 1J ta..able 0115', role (171
(Irciude volue, from Scttcdvlc I( or Scheoule M)
PrincIpal to.. duc (Add t.1X frem line, IS, 16 and 17,1
Credits Spowsol Pa...er,y Credil Prier Payment'
z
S!
~
..
~
"
...
.,
c
u
><
..
~
(1el
~:O\'E
: 18
IIQ
,
!
120
Di1ccunt
Inferc'l
-_..---------- +
. ____.u ..
(1QI
POI
II line IQ is greater Ihon line 18, ent~r 'he differcn,e on line 20. This i, the OVERPAYMENT.
rJI ~ ".~";I Ie ..1..'NI'WOIl rr~:.'d1i ,rrr.r.rc.ll.l~:wtJ'li~
1'21 If line 18 is 9reo,.~r than line 19, enler lhe di!fcrenct' on line 21 This is the TAX DUE, 12l)
A enter 'fie inlere11 on the bolance due on line 21A (21AI
I ~' ~nl" Ihe 10'01 01 L,ne 21 ond 21 A on line 21 B Thil, i, Ihe BALANCE DUE, (2161
L- Make ChQ(~ Pav~bllt 10.:_ Register 0' _~~il~~9!~._ _____. _ . .____ __ ..__ __.
> >- BE SURE TO ANSWER ALL QUESTiON-S ONR-EVERSE SIDE AND TO RrCHECK-':IAT-ti-::<-.<(
U~-d;;pc~~'''i-~;;;;'i\lf y ~-l o~darcth-;'Ih~ ~~-e :'0-;;; ~1 :~, ~ ~<'r-;.-'--n-,~d;.n-~~ ~ C(';;P~IO'I;;g -;~~~h;!;,-;;d '!~len""1l7t -- ~d .!.~.~ ~;\t' d ; ~ 11:;o-~~cig~~db ('1:i
II 1\ I/\le, (cltcel ond COI'\lOI~I, .' declruc thaI ell '1'01 o:"~OI..' 1'10\ l.c('''I rCOUf'Cd <.1 Ift"J 'T'O'\1'1 vclve Ccclara';on of pr"pc~"r ;)Ihl'f !hc:" !!"." ~h'f'cnol 'tPI'!lCII':J!'~1.: I
bOH,,1 on ell inlormotion of "'~lIch prl'IICHer ha, ony ~11(J...lcd~C,
V~'~~~~":~C:i~~:'':11-;"1~ l'i).;~:~~l, :;l~nj)<-:~~\,\S~~\'~P_~,t-~ ~'.l:-~JJ~ L;;,
~1C.~.\,:,;4f')l put l"l~lHMi.."41.~~~"~.o~ IJ :.o,:;;!_, 0\1 I, CA"---
1'.0. POX [133!., !i\lm!::, 'IJ mo'jC) '/7<01' 6/11/(17
. r
'.
Act #48 of 1994 providos for tho roductlon of tho talC ratos imposod on tho not valuo of transfors to or for
tho uso of tho spouso, Tho ratos as proscribod by tho statuto will bot
· 3% (,03) will bo applicoblo for ostatos of docodonts dying on or of tor 7/1194 and boforo 111/96
· 2% (,02) will bo opplicablo for ostotos of docodonts dying on or of tor 1/1196 and boforo 1/1197
i
· 1% (,01) will bo applicoblo for ostatos of docodonts dying on or of tor 111/97 and bofore 111/98
I
I
I
· Spousal transfors occurring on or after 1/1/98 will bo olCempt from Inhorltanco talC,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS.
,
,
i
1
I
, .~
,-1
I
j
rES NO:
, I
I. Did decedent make a transfer and: I , I
o. retain the use or income of the property tronsferred. ....................................................... H
b. retain tho right 10 designote who sholl use the property transferred or its income, ............... ~ 'X!
. '. I
c. retoln 0 reversionary Interest; or ..............,....................................................................
I
,
d. receiV9 the promise for life of either pC'yments, benelits or core~ ....................................... ;
2. If death occurred on or before December 12, J 982, did decedont within two years preceding !
death transfer property without receiving adequate consideration? II dealh occurred ofler ;
December 12, 1982, did decedent transfer property within one year of death without receiving :
adequate consideration? .................. .................... ............. ............................................... ,
J. Did decedent Own an 'in trust for' bonk account at his or her death?..................................... I
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
11!'
X
X
x
X
I:t....t!OJ (.. IU"~I
~'(~"\'
".""'~l'('
_~I..,:h'
<:C"'r;O~lw!"'tfH Qf 'HI...~'fl"''''N1A
INH(Il:I'....Cf TAl UfU''''
. .nloH'.'DtC.fDl~f.
EST ATE IJF
ROY P. SClIl.Alll'
SCHEDULE A
REAL ESTATE
FILE NUMBER
19 <J6 O0lJ52
._ _. - .__ . ..,~ - 0', ......, ~___.. .
(P,ope,ty lolnlly.ownod wllh Right of SUlvlvorshlp mu.1 bo dllclo..d on S,hodulo FI All ,onlulnlo .hould bl lupo,lod ot Inl, ma,klt vnlul
",hl,h Is dollnld n.th. p.ln nl whl,h plopolly would bo o.changld bolwoon n willing buyo, and a wlllln9 ..110" nollho, boln9 ,o",pollld
t~_~~v ~r.,!~~I!. b.~~ havl".~ 'oa'o~ablo kn~'N.lod'Jlt of Iho ,elovD!,' fnch. - _.~,~~---,.__._-,.....,
ITEM
NU.\\BER
DE SCRIPTION
l.
NONE
VALUE AT DATE
Of DEATH
_..~. - ....-..--.-- _._-~--
~_<?l~L (AhQ ('fll~r (III !ill~ 1# Rccopitulaliou)
(If morc 'POCl' illll'L'I/.~d, i'~$('" ('fl,'if;"n(l'~h-('~";-~" ~(~~~ ~i7~~)
I
. ---.- ---.......--- .---1 S''''- ---...---
,.__._'. -_.I.. ___ .~____ ----
1_..._.-
(, :!. ~
". :.'.'.~ .!\
. -:'"..
I SCHEDULE C-'
I CLOSELY HELD CORPORATE STOCK
INFORMATION REPORT
I
I
I
I Pl-"~,~_~ YP~ o~ .P'in~.
I FILE NUMBER 19 % 0095:!
I'. I\~'\ ". ,I I;'
CQM....Ctl II. I Alltl 0' I'ft.h!'fll'^'41A
It<llIAIIJltj({ T.U lllllJllfl
IH!lIOlNIOlCIOHlt
ESTATE OF HOY P. SCIII.AIlI'
A. Detailod dtllUiprion showing Iho mol hod 01 computation utlliud in tho valuation of Iho decodenl" ,'ock.
8. Complole copiol 01 financial ,lalemen" or caf/lplcht copic, of Ihlt Foderal To... Relu,", Ifoderal Form 11201 for Iho yeor of deolh and 4
precoding yuan.
C. Statement 01 dividonds paid each y,,'ar. UstlMO\e dcdored and unpaid.
O. lill nomo' 01 officer._ lalaric,_ bonu,o, and nny olher benufih received from Corporation.
E. If tho Company owned renl Cltale, ,ubmlt 0 li,t showing tho conlplele oddreu/o\ and eltimated Fair Markel Valuo/I, If Real ellore Appraisals
havo been secured, please ollach COpillS.
F. list princIpal \tockholders al dolo of dealh, number of \hares held, and relolion\hip 10 decedent.
L.~~~_~_~I_h~_~inl~r~~.T~~n_~~I_~i_v~_I~ _I~e__ ~~~~~~o:~~~~~~ent~~~~~~\r.
1. Nome 01 CorporaTion _.... .___~~~~r,:__ ~~n__________~_____ Slare of Inc. -----------.-
Streer Addrols __~_________.__________~____~_______.___n____ Dolo of Inc._________________
City~_________~ StOIO___ .__.~______~_. Zip Codo ____.___ Tolol Number of Shoreholden ------
2.
Fedoroll. O. Number _____.._
(Somo A. fedora I farm 1120) .
Businon Reporting Year ~__________to ______
3.
Type of Bu\inon _ _ ___
Product
J.
._------_._--~--- ---------
I STOCK
,
TYPE
TOTAL 'SHARES
OUTSTANDING
PAR VALUE I ' SHARES OWNED
, BY DECEDENT
.------.--.-. --.-------.--..-----
---....--------.---.-.------.-
i Common
I ---
I ,
l P,ofe~_____:......._
Provide all rights and restrictions portaining to each class of stock.
s.
Wa\ deced~nl ~mploycd by fhe C\JrporaTion~ -~ Yes
If yt!\. Po\ilion _. Annual Salary S
No
..~_.____ Time oovored 10 busineu
6.
Vla\ Ihe Corpora!lan indebled 10 the decedenll
If ye\. pro'4'ido amount of indebledneu S
L....: Ye\ No
7. Was Ihere lifo insurance payable 10 Ihe corporal ion upon death of decedenl2 1---- Yes c:: No
If yes, Cosh Surrender Value: S ___ _ ____.__ Nel Proceeds Payable: S
Owner of Policy _ __. _~___'__.__ __ ---- .-..------------------ --------- ------------
B. Did Ihe decedent \011 or Irnmler \lock of lhis company within one year prior 10 deolh if Ihe dolo of death was e or aher 12/13/82 Or within
two yea" if the dale of deolh wa' prior 10 12/13/82? -:..:: Yes == No
If yes: '-.; Transfer C~5olo . cf Shores .__..__ _.____ Tron,foreo or Purchaser ----~. ------.---.. ---
Conslderallon S ________________
Allnch 0 separate ,heel for additianolltansfc" nnd/or ,ale\
Ooto
Q. DHlthc co'porOllon hll'4'C un InttlU~"ln other corporation! or porlncf\hip\l C- Yes ~_ No
If yes, reporl tho necenary information on 0 soparuto !heel, including Sch('cldo "C.1" or "C.2" for oach inh~re\l.
10. Wos there a wrillcn showholder's a9reomenl in effcct at tho time of rhe decedent's deoth? ~Ycs
If ye\, provide a copy of Ihe agreemenl.
11. W,n the deced~nl'! \Ieck ~{\ld? L~ Yo\ ;.~_: Nn
II Y"\. prOVide 0 copy of llotJ agreemenl of \010, el<.
17. V/U~ lit.. corpororion dim,!lcd or liquidatcd aher Iht' decedent's deulh~ :J Yes l_ No
If yes, provide n LI(Hl~do\\\"l of liquidation di\lribvlionl. elc Allach (I U~pC1It110 ,heel.
~~1
L. No
I
I
t,:!d I
~.' \~,::,:;.r;- ;
(C.,.... <)t.....t.\tl.l G' "~t.fl~'HAPIIA I
1'.Hl04II.\N(( H. ~(!II~H I
_,_____._..U5,I['Ift~t.t'.I~(~..lt~I__ ,_ _! _..
ESTAIE' OF---------.--------.-.--
HOY 1'. S(~ILAIlI'
.t, I ~~. ',. "
SCtlEDULE C-2
PARTNERSHIP
INU!{EST I1i:POR'{
i
i
jPloO\o TYro~t_Pfi~l_ _. .
----"'-r'- ----..-.-.~~-.-~.
fiLE NUMBER 1 I) % 00952
A. DcfoilQd descriplion showing tho method of compulation utili1ed in rho valuation or tho decodent's inlorosl.
B, Co",plete copie. a' linoncial .talemenh 0' complele capie. 01 Ihe Fede,al Tax Relurn. (For", 1065) fa, Ihe yea, 01 dealh and
4 p,eceding yea... including 0 balance .heel fa, Ihe yea, 01 dealh.
C. If Iha r:amcany owned Real E.tal., furnilh 0 li.t .howing Ihe complelo addrenle. and e'limated Foi, Mo,ket Value/., If Real
EUate '\pp~aisols hove boen secured; ploase attach copies.
D. Any olner information relativo to the valuation of tho decodent's interes!.
1.
Nome of Portne..hip
1\O:\E
Fede,all. D. Number _._
(A. per Fo,m 1065)
00 to Businen Commonced
Add,... _________._____________ _______...
Businen Activity
2. Decedent ......os a =Goneral CLimited partf1or. If decedent was a lirnited partner, provide initial investment S
3,
PARINER'S NAMES
I \', OF INCOME
C
I
I
''0 OF OWIIERSltlP
SALARY
BALANCE OF I
CAPITAL ACCOU~
I
I
:A
I
o
I
I
l
------r-
Ii
~L-_
d. ESlirT"cted Value of decedent's interest: S
5, We. the pc,tne..hip indebted to Ihe decedent?
If ye., p,ovide omounl of indebtedne.. S
CYe. I Ne
6, Wo, .here Iii. in.u,ence peyable 10 the partnenhip upen the dealh of the decedenl? DYe. eNo
If ye.. Ca.h Surrende, Volue: S
Owner of Policy:
Net proceed. peyeble: S
7. Was thore a written porrnership agreement in offccr at rho time of the decedent's death? ~Yos C:No
If ye., ettech cepy of og,eemenl,
B.
Did tho partnership hove an interest in ony other partnerships or corporotiom~ : ]Yes LNo
If yes, report the necessary information on 0 separate sheot, including Schedul~ "C.1" or j/C.~" for each interest.
9.
Did the decedent'. inlere.t in Ihe partne..hip chenge in the yea, bero,e death ilthe dote of dealh we. on 0' ofte, 12/13/82
0' if dealh eccurred prie, 10 12/13/82 in the 10.1 two yea..? ::JYel [~No
If ye.. explain: _. ..____ _____._ _____ __ "_' . ,,___._.
10, Wa. the decedenl ,eloled 10 any of the olher parlne..? [ lYe. =;No
If ye., explnin, .____ _ _. __.__ ...____ _m .._... ._
11. We. Ihe pCrln...hip dillolved 0' Iiquideted efre, decedenl'. dealh? ~':y". L't.lo
If 'I'~S. report alllhe relaled inforlllolion. includillB copil'~ of rhe Solm AQrccn1.:ont and/or Scll!cmenl Sheet.
12. Was the decedent's partnership inlcH'U sold~ l_~-lY{'... LJNll
If YC\, provide 0 copy of Ih.. agrcmllnt of sale, ch:.
.tt'~'.' 'I. l'n!
,,~,:~l~~ SCHEDULE D
~~i:"~ MORTGAGES AND NOTES
CO~hlONWIA\ltl 0' .rtHl\,rl.l'IIA I' RECEIVABLE
INIIUIIANCl 'AI _nUIN PI P . T
'I.'IOIN' DIClDIt" i . .' omo_ ".~t o,__~!,o
ESTATE OF HOY 1'. SCIll~\iiP--" .-----.-- ----rILE NUMBER 19 96 00952
"~t;,~: ",'i'"'" ~;,;;~''';O:''''''''''''~::~,:;~~~'''''''~''''. - .....-.::[. "ii~~:,:~,"-
-------- ~;-------~
I
.-l
-- -- ,--~ , -~
.__n___-_'_ -----
.TOT~':. (AI~~~~~~_A. Rcco~tulaliu~.L!.?_
-.-----------------------..----- -----
(II mOf(' S"OCl~ i\ M('l.)dcd. inSL~r' odc!ilionol shc('fs (.. somo si;"o.'
"...IWtIl'II:,,\
~'I:~.~
. ..:.
f'l..,.,.l\
.. .({,uP
COMMONWr "'~'H Of rWN$'t'l'iMU,I,
umlRltANCf "". UtURN
aUIDW'D(C(DlNt
SCHEDULE F
JOINTLY -OWNED PROPERTY
HO~ 'p ~ ;CII;.AH~_. _ _._~__~ _.._'_ _ .__~_ __=___._. J~~.ENUMOER';~_ ~('~~5;.~__.
Joint lononl(.l'
ESTATE OF
NAME
A, BAHBAHA 1-1. SCIILAHP
ADDRESS RELATIONSHIP TO DECEDENT
757 1XJG\.:001l TEHRACE SPOUSE
BOILING SPRI~GS, PA 17007-9633
B,
C.
Jotntly..ownld property:
ITEM LEnER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET % INT, DECEDENT'S INTEREST
I
" A VAC,\TION CABIN 1
HIl 1, LOT 7, SYLVA," GLEN
GAI:<ES TOI1NSIIIP, TIOGA CTY. , PAl 80,000 50 40,000
A CO~TE~ITS OF VACATIO~ CABIN 17,500 " 8,750
I P~C BAI,K, POB R871" I
\ CAHP IIILL, PA '
A -CIIEC!:I~G MC 5080609213 i 8,742 " 1,,371
A -CHECKn;G/SAVI~GS AlC I
5080609221 I 8,062 " 4,031
A -PRIOHIlY 50 PLUS Ale \
50301,74742 2,702 " 1,351
I
__J____1
~~ _==' _-::_ =:~;mMI." .l. ~ ",,; . .;,:,,,~i";'''1 -r, -58, ,,,-=
'II morL' ~,t"lnr.c is needed inscI' adJi'ional I'u~ch o( some li.:cJ
SNITH BARtIE'{
rDR UlTERHAL USE DHL'I
***
P13 ***
PR,t a Df 11
PlunAA[O tLU"l 1M IIAWU,"
IlIPlUlel1l 1 . '(PlUl.rA 10. at"~
"(fl 00014'0" oausnl
ACCOUNT NUMBER 579-65209-13 1
YUill fll"'o"tlAL tD"~ltA"t
alA'" AJl'IS1Jl1'"
9"11" ~."['"
10 WloOl!iJ1t p,J[ItJ[
,0 IIJC \.01
flJARtstl:J,l'l "J onU
rOI_Ul.CS45
PA(U.AU cLlUn ,["-'IU Ulf1tA, loo-ur...".
IJl1Il:'K: IOtH~I.".cU
st_ oUDl1n. DctU
... " PJl.Il SCIlUUIP 11
$/'tlfM 1A""IY lilt RDLL(llJ[A cust
7'51 DQgDJO 1lllMtt
1011.,1"' nAl"" pQ 17007."11
RtCWKt ~lut [JlillllMU !U'f'I'IRY
LAST ,fA100 11l1S p[1100 tilts P[AtoO lMl! v[,AA
tRSIol ~LaIlC[ ,0.00 ,1.:40.1\ IKlllUT ' 1.16~.D. I n.lll',ll
OlQ"IV JUMDS n.U4.,' 1....71.14 Dr\lID["~' IIIIO,U J.,)-;.4'
c.:'C!lJID l'CJII['1 fUIIO DtUIDtllDS n.s? Zl.er~ K3IlN ru"~S (j2;1l"tl"GS Ill..! 1.10.\6
~TCC"S lIIli,Oll.IO l\l.U!.CO TOTAl ' J.lI11.t'i ' U.l00.U
:lQstD ('" fUllas o.co '.'IIl".SII
!ClODS ...".Q'] ,.,''11I.15
~'lGAltt Q"O QSStT lI'lCIl[O stC\lAITtU UD..lI1.Z. lQI,S.1.S1
-."TlPl fU'lIlS n.IlU.,D ,'.sn.Ol ArJorTlOI'f\1. ~u",lI'" IllrcR't'\IIO"
U"IT IMUun\tHT TIlJSlS S5.C6fd~1 ss.:a..... tltIS,umo tHIS vtAR
UATIF lCQflS Of OEPOSIT us.OOo.CD US.OOO.Cl QCCAJtll IKTtAU' ~ JlCIO ' 1l,.OI ' 11:1.08
"U uALut ' n,o..11.D9 , u..na.1:a Rt11JA" D' PAlIlCIM~ 1,.16.17 ...'''.]0
U'MtA l"~[ sn.16 Z.lDO."
~QIA WlAttU \,C!.LUt ll,]1"~ ' 71..1501.1'1 rR~1l ,f;4 lilTtlHu'O D.DD U.S.
(~ ten t"tLUCt ttRTAI" l.:"PAtCt:l 5tOJIUtlU1
(~
TIE ,Yl:I1W,rn(lll!l<f rOlll'l WJ.S COI/TlIlSl F!'CU 50~'RC:!
Y/t'.Cll wr.1!BJf\'E flfU,IIlf ~, ~ CA,..MlT il~m:IT::
ITS ~CC~'\l~C1 ~Em'ER TlflS l'lFO~lIAr.oN NC~ j\Y .::....:o~
'l'~E'S,O CO.,S:\TUTES l SCllC1TlT1C~ .' uS ....;\ .~:
p.~~c.~< ~~ slJ,! Cr /,~1 SEOJRllIES CR WIU:C:TiE;.
O:I':;:~3/9? eS::!8
ERr"-NCES Il'i\..E5Tt"ENf P~RHjE.;S !t.C. .. 2~~::9.!::;~i6
t1C.376 pcc:.Yze3
P::O' 00-0 ~ C! l"! .".....'" '" II~ C! 'I~ m rJ i; '}:
a ~I ~ C"i V\NC't'\ ri ...: ...: ,..; '" Il"i ~ ~ ;.~..... In
l ~ n,r '.It
;, ~ ci ..:i ~:
flJ' \,l.r\
::IC)~VlI";'
ell \~ 10 <::l.... oe: :,;,..t
u.lii ~c-Nt"'-\Cf'l""\OlI"lo 0 l"l il: Q -.
"1q-:C"!~-:I"1~ ~ oq ,C! n):!i:aS
0'" _\OC"'IC"IV\Mt"I- '" I~ ~::s.."",
" ~o':l
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ESTATE OF
ITEM
NUMBER
A.
B.
,,~.r~'tf'o
':'::f/!Jn
COMMONWULfH Of P[NN\YL'JANI.l
INHUlt.lNCf tAX R(TURN
U!IDENl DECEDENI
1
SCHEDULE H I
FUNERAL EXPENSES, J
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plo~so _~~int 0' Typo
FILE NUMBER 19 96 00952
I AMOUNT
~60
ROY P. SCIlLARI'
DESCRIPTION
1.
Funoral Exponsos:
HOFFNAN/RO'llt FUNERAL HmlE
Administrative Costs:
1,
Personal Representative Commissions
Social Security Numbe, of Pe,sanal Rep,esenlalive:
Year Commissions paid
i09
2,
Allo,ney Feos
I
I Family Exemption
I Claimant Relalian,hip
I
i Add,e" of Claim anI 01 decedont's doat~
SI,eet Add,e"
3.
State Zip Cado
City
4, P,abate Feo,
C. Miscellaneous Exponsu:
,
1, jACCOUNTANr FEES
I
2,
3.
4,
5,
6,
7,
8,
1,750
TOTAL (AI.a onto, on Ii no 9, Recapilulatian)
(If mn,O spaco Is nooded, Inso.t oddillonnl ,heets of '0010 slxo.)
S 11.219
\'
.1~1tlltlt 11.4)1 9-/.1~",~
n"~\SI~.\(\
~.(I;~
CO","""~""'IAll" O' '1..h~'I'''''''
I....III''''",CI 'A. t"UIl.
IUtO('jIOI<fOl'.'
I SCHEDULE I
I DEBTS OF DECEDENT,
l MORTGAGE LIABILITIES AND LIENS
_._..~-_."'-" ._-._-----' -+
Ploos. P,lnt 0' Typo
LUMBER 19 96 00952
ESTATE OF ROY P. SCllli\RI'
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
VISA ACCO~l U48oo120187011275
212
I
I
,
i
I
I
1
I
I
I
I
,
i
I
I
I
,
I
I
I
--~_.,.._--'----'-"
TOTAL (Aho onler on lino 10. Rc,opilulation)
I
_IS
212
------------.----..----.-----------.
(II morc space jl noeded, inse,' addilional ,"cefs of some size.]
tt. ,~'~ II. , '. H
SCHEDULE K
LIFE ESTATE/ANNUITY/
'o....yO"'...'l..~'t1 Cf jlltH'~'l"Mjl.\ TERM CERTAIN I'
ItH.(1l1I.\ttd 'A. IltlUll11
Ill~l[lfN' O{C(Oltll I
~STAtE6F I~):.~.~~~~I~l~~~ -~"'.-"-- -,- .:~__n.._n__ .. , rF:Ln~U~~~~':~~(I.;:(':~(J):; m_~_
This schodule IS 10 be used for all singlo lifo, jainl or succoui\lo life oslolos and lerlll cerlain calculations. For dales of dealh after
12.31.61 and bolaro 5.1,89, acluariallaclall lor .inglo lilo ,alcuIOlion. can bo laund in Revenuo 800klol (REV.150 1 B). For date.
of doath an 0' alto, 5.1.89 aClua~i~~!,!"I.a~...can.bol~~-,,-d ~nIRS_ Publi~u~0~!__1457-^~~uaria!. ','~"'-e..~p~~V~lu",.":_.____
Tho in,'rumon' crealing the lilo in'ere.' i. a: (Ploa.o atta,h a copy alln.humonl)
[J Will lJ Interviva. Deed of T,u.t I: Olher
'&
C., ....y
I....: :l..,: "'\'
:~~'.v...
) 1 " I I 'h I Pro..nt Auo I
Nomoi. 0 L, 0 Tenantl. Dote a Bill lNoalul Blrthdayl
------.\'------..." - .'I----.-l-n .-,
I L. life or L_. Term 01 Yoan - ----.---.------
-. ._---.---~._....- -, ----.--.,.-------.-------
....I: . . ~.,. ......1(,.. I ...v>.#>t~..-..I~',.'. ....."".""
~ \..ALc;ut:ATla...:t~,Jf.h!..,'...:rt! ,,- ".t''l..~~\Io-. .~.~,ov )..' !,~, ~l'l';;'~
T.rm of Vean Life Estate II Payable
:\O:-lE
.---.---- .---.-----...
It -: life or == Term of Year\ .- --------
-.-..--i----~..---
! C.-: life or =-= Term of Yeor\ .___.__._.____.__
--"--'---'-i_. ~
! ~._ life or _ Term af Years
1. Value of Fund f,am which lile Estatel') i. payable: ........................................................ S..
2. Actuarial FacIa, pe, app,ap,iale Tabl. .................................................................... ...
Interest Table role. C 3'11% C: 6% =~ 10% #= Variable Rale %
Valuo of life E.tale (Llno 1 :< Lin. 2)...............................................,..........................
Nomolsl 01 Annuitantls)
Dote 01 Birth
I Prosent Ago IT' Y A 'I' P bl
j(Noorast Blrthdayl i erm 0 oan nnul y IS aya 0
Ir ,....
: ~ life or :- Term of Years ._.______
:\O~T
: =-: lile or := Term of Years ______
-- ------------.--..- -~.-._---------
== life or ~ Term of Year\ ____.u..___
_________ ________~_u. ~__--- --
II ,--
, _, life ar _ Term of Years ____.____ ---
,
---------.-----
------------
1. Value of Fund from which annuity is payable...
. S ..
2. Check appropriate block below and enler corresponding (number) in column ................
Frequoncy of payaul . -:.: Woekly 152)
::.: Quarterly (~) ~ ~ Semi. Annually (2)
": Bi,wo"kly (26) .. Monlhly
:: Annulllly (1) :.: Olhor (
(12)
3. Amount 01 payout pe, periad........
J. Aggrcgnlu Annual payment, line 2 0( line 3
5. Annuily faClor (see in\truClion~1
InlcreSI Table role. ; - 3'h~o _.: 60'0 : lOCo
................... ..."........ ........
. Variablt! ROle _. ____ .._~ ____~__ ~o
6, Adjuslmont FaCIa, ('00 in.Huclj"".) ................ ............ ........................
7. Vaiu(' of Annuilt. If u!.ing 3i'.!':" 6Qc, 10~o or if ,/O,:.,blc role and {'criod payoul is at end
of period, calcu olion h; Line.. :<. Lino 5 .< Line 6. ............. ............ . ........................
If u\ing \loriablc rate oml peri,-)(I payoul is 01 bey ill' ling of pt:'r:od, cu!cul,,'ion is:
(Lino -1 . Lino 5 . Line 6) . Lino 3, ............ ...........
NOTE: lhc \lolucs of the fu~(h wllill, crt"(lfe Ihe oh()',,-~ fu!urr. ;n'rr(>~'s n '~llll' II'p()fled os Fori of Ih,.' blale Assets. line 1 through
line- 7. Th:, R('\ullinn Ufcf,\nnuily Inlercst(~) ~h,,'dd bl~ rrporh"l {It Ih,' appropriate 10". rol,' on linC's 13, 15, 10 und 17
os r...:qllircrl.
REV.lri.n ex- (10.9")
/)~~~
~~.
Co.'MOUWEAL lU OF PCNUSYlVAM,\
INIl[RITANC[ TAX RETUR"
Re~IOCNT OECEoeNT
SCHEDULE M
FUTURE INTEREST COMPROMISE
~
_.--~-, -.--:.~"..,-~.--...........
FILE NUMBER
1 C) CJ6 00952
ESTATE OF
noY 1'. SClILAHI'
This schedule is appropriate only for Estates of decedents dying afler December 12, 1Q82,
This schedule Is 10 be used lor all fulure inleresls where Ihe rale 01 lax which will be applicabl~ when 1:-'0 lI:tU[01
Interest vests in ossession and en 0 ment cannol be esl~blished wilh certair,ly.
The instrument creating Ihe luture interest Is: (Please attach copy of instrumen:)
o Will 0 Trust 0 Other
I. Beneficiaries
NAME OF
BENEFICIARY
1. KOT APPLICABLE
2.
3,
4,
5,
II. For decedenls dying on or after July 1, 1994, II a surviving spouse exercised or inlends 10 exercise one .:f :~.o
following wilhin 9 monlhs 01 the decedent's death, check Ihe appropriate block and supply a copy of :he
document In which the surviving spouse exercises such withdrawal righl.
o Unlimited right of withdrawal 0 Limited right of withdrawal
III. Explanation of Compromise Offer: (II more space is needed, aUach additional 8.5;( 11" sne'ctsl
RELATIONSHIP
DATE OF
BIRTH
,\GE TO
NEAREST 81"7:"c-AY
IV. Summary of Compromise Olfer:
1, Amounl 01 Fulure Interest, , , , . , . , , , . . . , . . . . , , , , , , , , , , . S
2, Value of Line 1 exempt Irom lax as amount passing 10 charilies, etc. . . . . . , . . . . S
(also include as part 01 lolal shown on Line 1301 Cover Sheet)
3, Value 01 Line 1 passing to spouse al appropriate lax rale . , , , , , . . . . , . , . , . . . S
Check 1 Block 06%.03%,02%,01%,0 Exempl
(also include ;;s part 01 total shown on Line 15 01 Cover Sheel)
4, Value of Line 1 Taxable at Lineal Rate ""..,."""""",.",.."..,., S
(also include as part of tolal shoVln on Line 1601 Cover Sheel)
5, Value 01 Line 1 Taxable al Collaleral Rale , , , , , . , , , , . , , , , , , . . , , . . . , . , . . , . S
(a'so include as part 01 lotal shown on Line 17 01 Cover Sheet)
6, Total Value 01 Future Inlerest (sum 01 Lines 2 Ihru 5 must equal lilli' 1) . , , , . , . . , $
RE\',I",,) fX. (~9!)
e.\'\9
~~.!\'1
~~rc~
SCIIEIlUI.E 0
THANSI'EHS TO SUHVIVING SPOUSE
n>N~'t.AI niP' '1"'...."1.'....\\
NIIIlTAM1.t"I'1t"j
1I.1llIfJiTiJfl'l-n.T
~'lI,,~ulllbt'r
ISl % 00952
UT,\n: nt'
noy P. SC!lL\HP
iJ AltT A: I.Jill:r the LO~~Tlrlllll\ .lllJ \.IIU( .l" .allllll':h"\lJ. h.lth t.luhl.: .1I1J lI11n.Uuhlt. rC'g.uJI.:!o& ufln..:.Illun. 111.:1 of tl.:Ju~lIm\$)
"ImR p.l\l h.th.: ~~.:Jtnn \1lI\1\'1II~ \Ilo\ll~ h\" 'A11I.1I11.:s1.1":\'.II'~f.lhon ufl.l\\. ell nlh(',,\i~.
Description of items
I
.'muulll
NJ:.i VALUE OF F.sTAT~
LIFE INSUP.'\~:C[ PllOCEEDS
1,131,600
(,11,35fJ
TOTAL AWLT};T REClm'En ny SI:HnVr::G SPOllSE
1,195 958
=====,,===
r.Il' A Toul: r:nl<< 'roc tr.I'''Ufll ..MUll nn Ill.: '':':JI'Illul.1.'10n sh<<t an the Uttrdrnl Infomlillllln SC'c:tlon.
-Election To SuhjeCll'rollcny TIl Tal Under Section 21IJ(A),\,,\ Taxahle Transfer By This IJccedenl.
tr :a uust or \10111.11' _~ln1;tm\'lt mc:dS the 'l:IIUlrnncnls ofSC\.1inn ll13('\), ,uui:
.1. The tnnt 0' 'ilnulJJ' JlTM1~':n1.:nIIS h~l.:d ('In S.:h(dule U. JJ1d
b. The 'i'.llu( of tht lIU~ I"~ .101111.11 m.lllgcmcntls ~1t1ed in "h~le or in p.u11S JJ1 uut on S.:hcLlule O.
\hen th~ 1r.ua"...'fO', r~..nnn.ll r"'rrc\...-nl.lll\': lU.ly '~':IJit;:.1l1y id...nlify lh~ uun (111 ~r .I fr,h110n11 rortion or ~r,"mtJ.g.:) to bo: i.'1dud..-d in lh.: e1......'IOfl to h.1\'e
su~h tNst Of slI",I.11 i1rnf)(nv uuteJ.u.l uul1l( uuuli:r In this ...'SUte. If leu thMl ~ (nllre \'.1lue of the trust or sIlmbr prop....rty IS mcluJ.eJ.u.1
~ubte trm\ICr nn S.:hedule ll,lhe p..:nm.,;,1 terrCWnl.1I1\.( sh.lll b.: ,0IulJ.:ted to h.s\e m,hi.: the el......'ion onl)' .u to a fu...,ion of lh...lnnt or similJt ;tn.tngtmtnl.
'1LC nUmefalor llilhlS :i....'IOII II ('tu,IIO the .&Ino.)unt uf~ bud or S1mil.lt ,uungelll...nt in.:luJ..-d as a l.Iuble .uset on S.:hedllle O. ,be d..-nomln.1tor is (t\u11
10 the loUl \'ollue oilhe It..S' Ilf Similar .uunt....mmt
NO~rE
El.F.crl0~: Do >011 ele(t under ~ctlolll1IJ(.\) lu Ireat .. a .auble Inuufer in t1lb eslale aU or I portlollll!. trut or stlllllarnranltllltnl
frultd ror tht still' UN' o!lhh dfCtdenl" sunh"lnl'poust durlnllht lunhlnl'l11ousrls enUrt Ilftllnlr?
YES ,-----:"in :-~ Sllnalun nale__
Noll': Iflhr tltcllufI.ppll"It. lIIt1rr Ih.." nnl' Innl or ,llllllar Irranetmtnl.lhtn I srrllUlr fllnl1l1ltut be- lllelltd and f11td.
})art 0: Enln tJled..."SCflpllon.ll1d \'.1lue of .111 inl(f\,"'SU. htllh t.lx.1ble olnJ non.u",hle. ,...gol,dks.\ ofl.:':.1tion, (nd ufd.....lurtiom)
"hi,h rw tnlhe "'...,..:Jenrs lur"I\101t 'rouse ft>l ",hi.:h.1 S..:...,ion: ll:l (A) dc...,i..", is tJ..:il'~~ 111.1..1.:.
Description of ilems
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Register o[ Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters Testamentary
No. 1996-00952 PA No. 2196-0952
ESTATE OF SCHLARP R PAUL
"( LA"., r ..."" r, .oTIUOLt;)
a/k/a
Late of
SCHLARP R PAUL II
MONROE TOWNSHIP
CUM~~KLAdU CUUhTl,
,
WHEREAS, on the 22nd
dated Mav 20th 1969
.
Deceased
Social Security No. 191-25-0120
day of November
1996 an instrument
was admitted to probate as the last will of SCHLARP R PAUL
(LAbT, rrKb~, M1UULt;j
SCHLAF? R PAUL II
MONROE TOWNSHIP C~MBERLAND County, who died on the
25th day of Seotember 1996 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, ~ARY C. LEWIS , Register of Wills in and for
County of CUMBLRLAND in the Commonwealth of Pennsylvania, hereby certify
~hat : have this day granted Letters TESTAMENTARY
to BARBARA W SCHLARP
Nho has duly qualified as Executor(rix\
nd has agreed to administer the estate according to law, all of which fully
3.p~ears of record in my Office at CUNBERLAND COUNTY Cr:URT HOUSE,
:.:o.RLISLE, PENNSYLVANIA.
I~l TES :.'r:.!ONY WHEREOF, I have hereunto set my hand and af fixed the seal
Jf my Office the 22nd day of November 1995.
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JJJJ d~1!,",Mi" IJ'iJ
UNO'fl';" ALL N,\:,IES /I,OOVE A"n:,\R (Li\S'r, FlHS'l', MIDDLE)
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I, R. PAU!~ SC}!LARP, cf W~ync, Pc~nzylv~~in, dec131'e
th~ follc',.;inc to b~ !i1j' 'tl.:.11, h0:,':,b~/ rl.:'/~I.ir'..: 3.::'2 ','1!-1J.3 h'~:"c-
to fore mace by me.
...
FIRST: I direct my Executor3 to d~3tr~bute such
jewelry, personal effect3, ho~~ehcld goods, works of art and
au~o~ob~les az ! may cw~ at the t~me o~ my death, togcthe~
w~th all policies of insurance thereon, to the beneficiaries
named in a i1ernorandum heretofore executed by me and which
will be found w~th my ~111. To the exte~t the said Memoran-
du~ fa~ls to d~spose of the foregoing ite~3, or if the~~ is
I no ~emorandu~ fcu~d ~~th ~J
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- g~ 'Ie and
beq ueath
t~e
a~oresa~d i~ems to ~J wife,
E'\~3AR.';
'..I. SC:~r..,l,,,?
0..... l....
she
fa~:~ to s~~v~ve ~e, to my c~.:.:d:'e~
'"h: S~~'l: V'2
me, ~c be
di 'l~ded a;;:ong them i:1 shares as nBar:y ec;ual i~ value as may
be pra.ct~cab Ie. as my Executor, in ~ ." absolute discret~on,
~-"
~a:; det~:':r.~ne . - .' an:; ch~::'d ' ~ a :;li::cr J.t .......0. ti:::e 0:" ",'r
--' .....- "',J
death, my Executor, ~n its atsclute d~scr~t~on) ma:;
....,o....~l....
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II t~:::e or ti:~cs
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ch:ld and d~3t~ibu~e suc~
the ~tems
att:--:!.butable
to each such
~tems when he or she attains h~s or her majority or at any
p~:!.or the:'eto)
i~ w~ol~ or i~ ~a~t, as my Sxec-
.1tO:", in i';:i absolute
d:s c~e :~o::,
zhal: deem adv:satle
a:".d.
w:thou~ a~J l:abil~tJ
on it;s
""~",,..
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f":J:' sc dC:!.:':t;.
SEC:JNU:
I ~!.,~, d~~ise ~~1 ~~qucath a::
.....,:'I.~ t-
. -- ,.,
::-:~
residue and remainder of my estate to the Trustees 'i/ho may
be nerving at the time of my ceath under the Ir.de:':~u~c o~
Tru3t heretofore cstabl~shed by me on this date, to be held,
adm~nistered and di3p09cd of by them in accordance with the
. . , .
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term~ thereof, includin~ any DmendmcnL~ thereLo in cffcc~
at the time of my death.
T;!~R!) :
If my w~.fcj I!AR!!ARA W. SCHLAR?j and I should
d~e u~der s~ch ci~cu=~tanccs tha~the O~dC:" of ou~ d~~ths
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cannot be established by proo~, I dircc~ that ~he shall be
deemed to have su:,.,i'led me.
:ct;R~H :
Until actual d:s:~::~tionj no pa~t o~ the
i~come o~ o~'nc'n~' ~hal be sub.1ec~ to antici.~a~ion or a::e~a-
.. II. .... ... _ . .... c._ OJ~: ..
,
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I tion by any beneficiary. ar:d the s:'.r:e shall te free o~ the
i
:1 ot:ig3tion~ of any bene~iciary ar:d may not be attached or
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take~ beca~se o~ any such cb:~~~t:cn3.
?:FT~:
I d:rec~ t~at al: i~h~~i~a~c~j estate, t~~~s-
fe~ and 5~ccess:or. taxes, fece~a:, state and fo~e:g~, o~
~......
'-".:
k~nd w~a~sceve~, ~~~ch ~aJ be d~e and payable as a res~lc
of ~y dea~h, ~oge~her with a:l in~e~est and penalties the~ecn,
w~~h respect to a:: prcpe~ty includ~ble fo~ such tax ~~~?cses,
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s~all be ?a~d out o~ the p~i~c~;~: of ~y ~es~dua~y esta:e.
I a~~ho~~ze ~y Executo~s to pay s~c~ ~~xes at suc~ t:~e o~
times as they) ~~ thei~ absolute C:2c~~t:on, may dee~ advis-
able.
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. J _..............~.......~, -. ~..-_. ...~.J_""'...t.: -~",,--~_., ~.........;.-
2.;.J::::O r: ::'
to
c:aim ~:ems cf d~duct:on :n e:t~e~ t~e
incor.:e ta:< ~9tU~:-:S
c.~ ec~a"'~ ...~x ,...n""''''''''' ~t" .'~e" -I"" d(">""'~(i"
.oJ'" ~_ \,0..;.... ................., c.O> ..... J 1I~...1 _\.,;.1...._,
wit~ou~ the conse~. o. ~~e b~~~r~c'~~'~s
n .. .... ........ ..... ~.........- -,... -'- )
~:thout l~ab:lity
on their part for so doing, and, in their
d:nc~c:io:l, to ma~~
or not to make idjustments or a~port!onm0nts amonc the bener!-
ciaries or as between prlncipo.:!. :md incor;;c.
- 2 -
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to a m~nor, with respect to which I am authol'ized to appo~nt
a guardian and have no\; o\;hcl""isc done :;0. As Guardian::: they
shall have, in addition to the power: vested 1~ then by 13W,
the pC'/lcrn g:'antcd to them a~ E;<ccutorn u:1dcr' Item SE'/E;j'l'H
...
hereo~ ar.d the power, in their absolute discretion, to e~pend
or distribute principal as well as inco~e for the maintenance,
suppo~~, educat~o~ a~c g~~eral welfare of each such mi~oro
My corporate fiduciary shall receive compenJation
for the per~or~ance of its services hereunder in accordance
with its schedule of rates in effect from ti~e to tirr.e curing
the period O'ler ~Ihich its ser"lices are per~orr:\ed.
I~ ~1 w~~e ~a!!s to su~v~ve me, ! appoint he~ siste~
and brothe:,-i:1-:!.:r,'l J CA:'.OLY':i ar:c. R:CEA?l:
. ..-("'---
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a~= t~e 3~r~~,cr
o~ the~, ~5 Guardians of the pe~scr.s c~ my ch:ld~er. d~r:~~
l thei~ :'espec~i~~ ~i~o~:~i~so
r I direct that no fiduciary serving under the provi-
: sions hereof shall be required to give bond or enter security
i i~ orde~ to quali~J or to ccr.:i~~e ~s 3~C~, a~J rule or la~
to t~e contrary notwithstanding.
I relieve my fiduciaries fro~ ar.y a~d a:l lia:i:i~y
fer loss or fo~ any othe~ cause wh~ch results from the~r deci-
s~ons, acts or failur~s to act, arrived at in good fai:~;
a~d they shall be absol~ed (~ a~y 1~3tility whatscev~r ~~
they shall ob~a:r. the a~r.rova~ fer a~y pas~ or fu:~r~ ~c::cr.
f~oln a majo:'ity of the bene~~c!.3r!cs affec~ed ther~by wl~o
are then sui juris.
NINTH:
--
Thn .0'10'I'n~ der'n'.'o-- s~n" b - li
j,.... ... ... . _. Ct ... _ - lot.... 10-' .1'........ e a~? -
cable to al1 of the pro'llsions 0:' :~y Will except where other..
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"... //1..'1 .}
I~J ...., -.,
BUREAU UF INUIVIDUAl TAXES
IHlltAIfAN([ lAk DIVISION
DEP'. 180&01
UlRAISlUAC, PI. 11118-0601
NOTICE DF INHERITANCE TAX
APPRAISEMENT, AllOWANCE DR DISAllOWANCE
OF DEDUCTIDNS ANU ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-24-98
SCftLARP
09-25-96
21 96-0952
CUMBERLAND
101
EDMUND G MYERS
JOHNSON ETAL
PO BOX 109
LEMOYNE
PA 17043
r
Altount R...lthd
, ---
*
'...lh'lI 1I. In.'''
R
P
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 ~
iiE"v:is4i-EX-iiFP-m-:97Y"iiilYicE--OF-YNHEifii'iliicn''-lix-iiPPRiiisEifiiir;-iiii.-oiiilNcE-oli--mmmmm
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHLARP R P FILE NO. 21 96-0952 ACN 101 DATE 02-24-98
APPROVED DEDUCTIONS AND EXEMPTIONS:
4,219.00
9. Funeral Expenses/Ad... Costs/Hi.c. Expanse. (Sch.dule HI (9)
10, Dobh/Mortgogo liobllltlos/lions ISchodulo II nOI 212,00
11. Totol Doductlons nil
12. Nat Value of Tax Return (12)
13. Charitable/Govern..ant.l aeqUasts; Non-alactad 9113 Trusts (Schedule J) (13)
14. Not Valua of Estoto Subjoct to Ta. (4)
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Anaunt of Lina 14 at Spousal rat. (15)
16. Anount of Lina 14 taxabl. at Line.I/CI... A rat. (16)
17. Anaunt of Lina 14 taxable at Collateral/Class Brat. 1171
18. P~incipal Tax Dua
TAX RETURN WAS, I X) ACCEPTED AS FilED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estata (Schedule A)
2. Stocks and Bonds (Schadule B)
3. Closely Hald Stock/Pa~tna~ship Inta~ast (Schadule CJ
4. Ho~tgagas/Notas Receivable (Schedule DJ
5. Cash/Bank Deposits/Hisc. Pa~son.l P~opa~ty (Schadule E)
6. Jointly Ownad P~opa~ty (Schadul. f)
7. T~.nsf.~s CSchadula G)
8. Total Assat.
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT 1'1
INTEREST/PEN PAID 1-)
. IF PAIU AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADUITIDNAl INTEREST.
) CHANGEU
II)
12)
13)
14)
15)
16)
171
,00
,00
,00
,00
71.900,00
58.503,00
1.005.628,00
18)
NOTE: To insu~e p~opa~
c~adit to your account,
sub_it the uppa~ po~tion
of this fo~. with you~
tax paynant.
1,136,031.00
4,431 00
1,131,600.00
,00
1.131.600,00
will
,00
,00
,00
.00
.00
.00
.00
,00
IF TOTAL DUE IS lESS THAN $1, NU PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REfUND, SEE REVERSE SIDE OF TNIS FORM FUR INSTRUCTIONS,)
1,131,600,00 x,OO.
,00 X ,06.
,00 X ,15.
118)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(}r
(- ;,.
. f ~
.'
RESERVATION: Eltatal of dacadant. dying on or b.for. D.c.ab.r Il. 198Z .. If any fulur. Inlar..t In the ..Ial. I. tranlf.rr.d
In pOII..llon or .nJoy..nl to Cia.. I (collal.ral) beneficlari.1 of Ih. deced.nl aft.r the ..plratlon of any altala for
llf. or for y..r., Ih. Co..onwe.llh h.reby a.pra..ly r..erve. Iha right 10 apprall. and al...1 tran.f.r Inh.rllanc. T....
at the lawful Cia.' B (collal.ral) rala on any luch fulur. Inl.ra.l.
PURPOSE OF
NOI1CE:
PAYHENTI
REfUND (CR):
OBJECTIONS:
ADHIN
ISTRAIIVE
CDRRECIIDNSI
DISCOUNT:
PEHIlTYI
INTEREST:
To fulfill the r.qulra.enls 0' S.ctlon 21~0 of Ih. Inh.rltance and E.tat. Ta. Act, Acl 21 of 199~. (12 P.S.
S.ctlon 91"0).
O.tach Ih. top portion of thl_ Hotlc. and lub.lt with your pay.ant 10 Ihe Ragl.lar 0' Will. prlnl.d on the r.varl. side.
""ak. check or .oney ord.r payabl. to: REGISTER OF MILLS, AGENT
A r.fund of ala. cr.dlt, which wa. not raqua.led on the Ta. Relurn. .ay be r.qu..ted by c089I.llng an "Appllcallon
for Refund of P.nnlylvanla Inheritance and E.tale 'a." (REV.1111). Application. ar. available at the D,flce
of the Reglst.r of Wills, any of the 21 R.vanu. District O'flc.., or by calling the .p.clal 24-hour
anlw.rlng I.rvlc. ~~rl for for. I ord.rlng; In P.nnlylvanla 1-800-162-2050, out.ld. P.nn.ylvanla and
within local Harrl.burg area (717) 767-8094. TOO' (717. 712-ZZ5Z (H.arlng I.pairad Only).
Any party In Int.r..t not .atl.,I.d with the appral...ent, allowance or dllallowance 0' d.ductlon.. or a.I..I..nt
of ta. (Including dllcount or Int.r..t) a. .hown on thl. Notlc. ault obJ.ct within sl.ty (60) day. of rec.lpt 0'
this Hotlc. byI
..wrltt.n prote.t to the PA Oepart..nt of Ravenu.. Board 0' Appaals. Dapt. 261021. Harri.burg, PA
.-e.ectlon to have the .att.r d.ter.lnad at audit of the account of the perianal repr..antatlve,
--appeal to the Orphans' Court.
l11Z8-1021,
OR
OR
Factual .rror. dl.cov.red on thl, a.I.II..nt .hould b. addr..led In writing tal PA Depart.ent of Ravenue.
Bur.au 0' Individual T...., ATTHI Po.t A".II.~t Ravlaw Unit. Dapt. 280601, Harrllburg. PA 17128-0601
Phon. (117) 187-6505. Sa. pagl 5 of the booklet "In.tructlon. for Inherltancl Ta. R.turn 'or a RI.ldant
D.ced.nt" IREV-IS01) for an e.planatlon 0' adalnl,tratlv.ly correctable error..
If any t.. dua I, paid within three (1) calendar aonth. a'tar the dacedent', death, a ,Iva percent (5%) dl.count of
the ta. paid I, allow.d.
The 15% ta. eana.ty non-participation panalty I' co.putad on the total 0' tha ta. and Int.re.t a..e..ed, and not
paid be for. January 18. 1996, Ihe flr.t day .fter the end of the ta. a.na.ty period. Thl, non-participation
pan.lty I. appealabl. In the .a.. .ann.r and In the tha .a.a tl.e period a. you would appaal the ta. and Intere.t
that ha, b.en a..el.ed a. Indlcat.d on thl. notlc..
Int.r.,t I. charg.d beginning with flr.t day of delinquency, or nine (9) .onth, and one II) d.y 'roe the date of
d.ath, to the date 0' pay.ent. ,.... which b.ca.. delinquent be fora January I. 1962 b.ar Intere.t at the rat. of
sl. (6X) percent par annua calculated at a dally rat. of .00016~. All ta.e. which baca.. delinquent on and aft.r
January I. 1982 will b.ar Inter..t at a rate which will vary fro. calandar year to calendar year with that rat.
announced by Ihe PA Oepart.ent of Ravanu.. Th. appllcabl. Intare.t rat.. for 1962 through 1998 ar.1
'!!!! Intera.t Rill. Oltllv Int.r..t Flleto" !!!! Intere,t Allte Oltlly Interut rltctor
1982 20X .000548 1981 OX ,OOOl41
1961 16Z .OOO~36 1988-1991 llX .000501
1984 llX ,000501 1992 .~ .000241
19U 15Z .00nS6 1995-1994 n ,000192
19&6 lOX ,OOD214 1995-1998 .~ .000247
"Inter..t Is calculat.d .. followtl
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlc. I..u.d a,tlr the I.M baco.a. dallnquent will r.flect an Int.re.t calculation to 'Ift..n (I~) day.
b.yond the data of tha 8.......nt. I' pay.ant 1. .ad. aft.r the Int.re.t co.putatlon dala .hown on the
Notice, additional Int.r..t .u,t b. calculatld,
-.--.
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PURPOSE or
HOlICEI
PAV"ENTI
REFUHD (CRI,
,', "...
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r
[..,
To fulfill the requlreeentl of S.ctlon l14~ (b) of thl Inh.rltance end Elt.te rax Act, Act II of 1995.
(11 P.S. S.ctlon '145).
D.tach the top portion of thll Notlc. end lubelt with your pe~.nt to the R.gllt.r of Wills prlnt.d on.th.
r.v.r.. .Id..
-- Hake check or .onav ord.r payable tal
REGISTER Uf MILLS, AGENT,
N
A r.fund of a tax cr.dlt eay be r.qu.st.d by co.platlng an .Appllcatlon for Rafund of P.nn.ylvanla
Inheritance and Estat. Ta.. (REV-Illl). Applications ar. avall.bl. et the Offlc. of the Raglst.r of Wills,
any of the II N.~anua DI.trlct Off lea. or froe t~ D.part..nt'. l4-hour an.warlng ..rvlc. nu.b.r. for for.. ordarlngl
In P.nn.ylvanla 1-800-l6l-20~0. out.ld. P.nn.ylvanla and within local H.rrlsburg .r.a (717) 787-8094,
TDDI (717) 77l-ll51 (H.arlng I.palr.d Only).
OBJECTIONS I Any party In Int.r..t not ..tlsfl.d with the a.......nt of t.x a. .hown on thl. notice eay obJ.ct within
.Ixty (60) day. of rec.lpt of thl. Hotlc. byI
--written prot.lt to the Pi Dapart..nt of R.vanue, Bo.rd of App.al., D.pt. l81021, Harrl.burg, PA 171l8-IOlI, OR
"el.ctlng to have the .atter d.t.reln.d at audit of the p.r.onal repr...nt.tlve, OR
-..pp.al to the Orphan.' Court.
ADHIN-
ISTRATlVE
CORRECTIONS: Factual .rror. dlscov.r.d on thl. a,s,sl..nt .hould b. addr'SI.d In wrIting tal PA C.part..nt of Ra~anue,
Bur.eu of Individual Ta..., ATTH: Po.t A.......nt R.vl.w unit, Capt. l80601, Harrl.burg, PA 17128-0601,
Phon. (717) 787-6505. S.. page 5 of the bookl.t -In.tructlon. for Inh.rltance T.. Raturn for a Ra.ld.nt
D.cadant- (REV-ISOI) for an ..planatlon of adelnl.tr.tlv.ly corractabl. arror..
PENAL TV:
INTERESTI
The lSX t.x aanesty non-participation panalty I. coeputed on thl total of the tax and Intar..t .s....ad, and not
paid b.for. January 18, 1996, the flr.t day aft.r the and of the ta. aane.ty periOd. Thl. non-p.rtlclpatlon
penalty I. appealabl. In the .a.a ..nn.r and In tha the .... tl.. parlod a. vou would .pp..1 the tax and Int.r..t
that ha. b..n ..s....d .. Indlc.t.d on thl. notlc.,
For dat.. of de.th on or aft.r 10-S-'I, Penn.ylvanla E.tate T.. ba..d on the F.d.ral E.tat. Ta.
r.turn b.co... d.llnqu.nt at the ..plr.tlon of nine CG" .onth. fro. the data of d..th.
For dat.. of d..th prior to 10-S'91, P.nn.vlvanla E.tata Tax b...d on the F.daral E.tata Tax r.turn
b.co... dallnqu.nt at the ..plratlon of .Ighte.n (18) aonth. fro. the data of d.ath,
T.... which b.ca.a d.llnquant b.'or. J.nuary 1, 198Z ba.r Int.r..t at tha rat. of .1. (6XJ p.rc.nt p.r annua
calcul.tad at a dally rata of .000164. All t.... which bac... dallnqu~t on or aft.r January I, 198Z will b..r
Int.r..t at a rat. which will vary fro. cal.nder y..r to cal.nd.r y..r with that r.t. announc.d by the PA
Dapart.ant 0' Ra~.nua. The appllc.bl. Int.re.t rat.. for 1981 through 1998 .ra:
V.ar Jnter..t R.ta D.lly Interest ractor Year Jnterest Rat. Dally Jnterest rector
1982 20le ,OGOS48 1981 9~ .000241
1985 16% ,000418 19D-I991 llX .OOGSOI
1984 IU .000501 1991 9~ .000l47
1985 13~ . G003S6 1995-1994 '" .00019l
1986 1O~ .000ll4 1995-1998 9~ .000l47
ulntar..t Is calcul.ted os 'olloM'1
INTEREST = BALANCE Gf TAX UNPAIG X NUnBER Of DAYS DELINQUENT X DAILY INTEREST fACTGR
-.Any Hotlca I..ued aft.r th. t.. b.co.a. delinquent will r.'leet an Intere.t celcul.tlon to fifteen (IS) day.
beyond the data 0' the ........nt. I' pay.ent II aade a't.r the Inter..t coaput.tlon data shown on t~
Notle., additional Inter..t IUlt be calcul.ted.
IS' /'1.< - .?-
BUREAU OF INOIVIDUAL TAXES
INUfAITANcr laX DiViSION
DrPl. :aObOI
"AARIUUAG, PA 11111-0bOI
EDMUND G MVERS
JOHNSON ET AL
PO BOX 109
LEMOVNE
PA 17043
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSVLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-16-98
SCHLARP
09-Z5-96
Zl 96-095Z
CUMBERLAND
ZOZ
Allount Renltt.d
L/
I~
1(tf1~'
.".lItll'" lll.tlt
R P
MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
R
P FILE NO.Zl 96-095Z
ESTATE TAX DETERMINATION
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTE: To insure prop.r credit to your account, sub_it the upper portion of this forn with your tax paynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VDUR FILES ~
R-iv:7iE;-EX--AFP--foi:-97i-----.-.-NCiiicif-OF--OETifRHiiiATiCiN-Aiio-AS-SESS-HENif----------------------------
OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER II
ESTATE OF SCHLARP
1, Credit For Stete Deeth Taxes as Verified
Z. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
3, Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Due
6. Amount of Pennsylvenia Estate Tax Previously Assessed
Based on Federal Estate Tax Return
7, Additionel Pennsylvania Estate Tax Due
TAX CREDITS:
PAVMENT
DATE
RECEIPT -
NUMBER
,.
. .J
'...; (.,
DISCOUNT (+)
INTEREST/PEN PAID (-)
ACN ZBZ
,00
,00
AMOUNT PAID
DATE 03-l6-9B
.00
,00
.OB
.BO
.00
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE .00
IIf TOTAL DUE IS LESS THAN Sl. NU PAYHENT IS REQUIRED
IF TOTAL UUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE
DUE A REFUND, SEE REVERSE SIDE OF THIS fORH FOR INSTRUCTIONS.)
-IF PAID AFTER THIS UATE. SEE REVERSE SIDE
FOR CALCULATION OF ADDITIONAL INTEREST.
PURPOSE or
NOT teE I
To fulfill the requlr...nt. of S.ctlon l145 (b) of the l~rltanc. and [state T.M Act, Act II of 1995. (7l P.S.
s.ctlon 9145).
PAYP4ENT:
O.t.ch the top portion of this Notlc. and sub.lt with your pay.ent to the R.gl.t.r of will. prlntad on the
rev.rsa .Ida,
... Halt. chaclt or .oney order payabla to: REGISTER or MILLS, AGENT,
RErUND (CA)t
A rafund of a taM cradlt .ay be requast.d by co.pletlng .n -Application for Rafund of P.nnsylv.nl.
Inharltanc. and Est.t. T.M- (REV"1111), Appllc.tlon. .r. avall.ble .t the Dfflca of the R.glst.r of wills,
any of the II Rav.nu. Olstrlct Offlcas or fro. the n.part..nt's Z~"hour .nsw.rlng s.rvlc. nu.b.r. for for.s ord.rlng:
In Pannsylvanla 1"800"162-2050, outsld. P.nnsylvanla and within loc.l Harrisburg .r.. (117) 187"809~,
TOOl (111) 112.2Z52 IH.arlng lapalr.d Only).
Any parh' In Int.rnt not uthfl.d with tha .u.....nt of t8M as shown on this notice aa., obJ.ct within
sl.ty (60) da.,s of r.c.lpt of this Hotlce by:
..wrltten protest to the PA O.part.ent of Rev.nu., Board of Appeals, O.pt. 281021, Harrisburg, PA 11128"1021, OR
....I.ctlng to hava tho .attar dater.ln.d .t .udlt of the porsonal rapr.santatlva, OR
....pp..l to tho Orph.ns' Court
OBJECTIONS I
ADHIN'
ISTRATlYE
CORRECTIOHSs
ractual .rrors dlscov.rad on this .s..ss.ant should be .ddrass.d In writing tal PA Oapart.ant of R.vanua,
Buraau of Individual Ta..s, ATTNI Post As...s.ant Ravlaw unit, O.pt. 280601, Harrisburg, PA 17128'0601,
Phona (711) 781.6505. S.. page 5 of the booltlat "Instructions for Inherltanc. Ta. R.turn for a Rasldent
O.c.dant- IREV"1501) for .n ..pl.natlon of .dalnlstr.tlvelY corract.ble arrors.
PENalTY:
Tha 15% taM aanasty non.partlclpatlon pan.lty I. coeput.d on tha totel of the tax and Intarast ..s..sad, and not
paid bafore Janu.ry 18, 1996, tha first d.y aft.r tha and of the ta. a.nasty parlod. This non.partlclp.tlon
p.nalty Is app.alabla In the sa.. .ann.r and In the the sa.. tl.. p.rlod as you would .ppeal the tax and Intarest
th.t h.s b.an ..sass.d .s Indlcatad on this notlcl.
Additional Plnnsylvanla E.tat. TaM .ssess.d .s a rasult of a changa on tha Feder.l Est.t. T.. clo.lng
lattar beco.es d.llnquent at the e.plr.tlon of ana el) .onth fro. the data tha fln.l notlca of tha Incr....
In r.d.r.1 [st.ta T.M Is rac.lv.d.
Ta.as which b.ca.. d.llnqu.nt b.for. J.nu.ry 1, 1982 baar Intar..t .t the r.t. of .Ix 16%) p.rc.nt p.r annua
calcul.t.d at a d.lly r.ta of .oaOI6~. All t.... which b.ca.. dellnqu.nt on or aftar January 1, 1982 will baar
Int.rast at . rat. which will vary fro. c.l.ndar y.ar to c.l.ndar y.ar with that r.ta .nnounc.d by the PA
O.part..nt of R.v.nu.. the applicable Int.rast r.t.s for 1912 through 1991 .rat
INTERESts
~ Intarut Rat. Dally Intarut factor ~ Int.r..t Ra" Oally Intar..t ractor
1982 zax .oaaS~8 1981 .~ .a002~7
1911 16% .aOOU8 1986.1991 11% .000301
191~ 1l~ .000101 1992 .~ .0002'"
1915 13:< .aoOUlt 1993"1'''' ]X .0001'Z
1'86 lOX .00a21~ 1995"1991 .~ .0002~7
"Interut h calcul.t.d .s follows 1
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. Is.u.d aft.r the t.. beco.a. dallnquent will r.flact .n Intarast calcul.tlon to flftaan C15) day.
b.yond lha data of tha ..sa.s.ent. If pay..nt II .ad. .ftar tha Int.ra.t co.putatlon data shown on tha
Hotlc., addltlonal 'nterast .ust ba calculat.d.
~/~-f
IIlIRI'A\lllI' INIlIVlIl\l.11. T/IXI'S
IIn'I,2KtIl,1I1
IIARIUSIIlIIUi,I'.117I2K,1I1>U1
COl\ll\lONWEAJ.TII OF "ENNSYJ.VAN'A
J>EI'AltTl\n:NT OFIU:V~:Nm:
,
./
Fcbl'UlIl'Y 26, 199B
MICHAEL P IIJ\LCQVAGE ESQ
240 SUNBURY ST
MINERSVILLE PA 17954
Dear Mr. Halcovage:
Re: Estate of Molly M. Bolger
File No.: 2196-0957
This is in response to your correspondence of February 12, 1998 in which
you requested additional extension of time to file an Inheritance Tax Return.
The return must be filed with the Register of Wills on or before February IS,
1998. Section 2136(d) of the 1992 act allows for only one (1) extra period of
six (6) months, no additional extensions will be granted that would exceed the
maximum time permitted.
If I can be of further assistance, please feel free to contact me at
(717) 787-3930.
.
S7tL CL ~J'V
Richard A. Seneca, supervisor
Document Processing Unit
Inheritance Tax Division
S-IT:INHI80
03:del:026
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