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PETITION I-OR PROBATE and GRANT 01<' LETTERS
No. .;;u - JqqltJ ...q5'l
To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 157-18-2201 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents thai:
Your petitioner(s), who is/arc 18 years of age or older an the execut nr
in the last will of the above decedent, dated Or tnlv>r 11 J
and codicil(s) dated Nonp
Estate of \./i11imn F .-Doran
also known as
named
,19~
(~late relevant cin;lIImumccs, t.B. renunciation. death or c\l"Cutor, CIC.)
Decendent was domiciled at death in Cumber land
h is last family or principal residence at
County, Pennsylvania, with
7 ia_ \
1 2 ~r l\ \IUf)
(list sUCCI. number and muncipalil)')
Decendent, then --6.8._ years of age, died Nnvpmh>r I? , ,19 QI', ,
at Pinn:\r-ln nri"PJ ~{.JWhl"'g, rllml-vn..l!1ud rnll'C1t~' pqt:'ltlayluania .
Except as follows, decedent did not marry, was not divorced' and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: None
Decendent at death owned properlY with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
si~I~~:t:~o~~mt~:h~A "?1o/16n~~~~ ~ ~~~r~~t ~nr""'1> 11
$ 10.000.00
$
$
$140,625.00
'T'nhtnt: hi r
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of lellers TestiUllentary
(ICSlamcnlary; adminimalion c.I.a.; adminlslralion d.h.n.c.t.D.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY 01" CUMBEIlLI\ND
} !:IS
The petitioner(s) above.named swear(s) or affirm(s) that the statements in the foregoing petition arc
true and correct to th~ best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the ahove decedent petitioner(s) will well and truly administer the estate according to law.
J .
-?IL.A~.d (' ,-(AI""/~<~
Sworn to or ~~rmed and su bscribed {
before me this or day of
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LAST WILL AND TESTAMENT
KNOW ALL MEN BY THESE PRESENTS, that I, WILLIAM F. DORAN, of
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this my Last Will and
Testament, hereby revoking all prior wills and codicils made by
me at any time heretofore made.
FIRST: I direct the payment of all my legal debts, funeral
expenses including my grave marker and all expenses of my last
illness, state, federal estate and inheritance taxes,
administration costs, etc., shall be paid from my residuary
estate and shall not be charged or apportioned to any other
legatee, donee, beneficiary or joining tenant as soon as may be
conveniently done following my decease leaving all specific
bequests free of tax to the legatee.
SECOND: I give, devise and bequeath any and all of my real
property in Hopewell Township, Cumberland County, Pennsylvania,
any and all interest therein, together with all of the personal
items, motorized vehicles and household furniture and furnishings
located therein to my friend, Michael C. Gardner.
THIRD: I give and bequeath my First Trust Money Market
Account to Michael C. Gardner and Mary W. Wrodarczyk, in equal
shares, share and share alike.
FOURTH: I give and bequeath my First Liberty Investment
Account, with an account number of 3FW212232IRA to Michael C.
Gardner and Mary W. Wrodarczyk in equal shares, to share and
share alike. It is my intention that any other accounts at First
Liberty Investment follow the title set forth on the account, but
if for any reason they should not be jointly titled, I give and
bequeath all remaining accounts to Mary W. Wrodarczyk.
FIFTH: I give and bequeath all my Exxon stock (currently
1040 shares) to Mary C. Wrodarczyk and Michael C. Gardner, in
equal shares, share and share alike.
SIXTH: I give and bequeath all my Lucent Technology stock
(currently 97 shares) to Michael c. Gardner.
SEVENTH: If the real property set forth in paragraph second
hereof is sold for any reason, including but not limited to a
court ordered sale, within ten years of the date of my death, I
direct that the proceeds of such sale be divided as follows:
a. I give and bequeath 75% of the proceeds to Michael C.
Gardner.
b. I give and bequeath 25% of the proceeds to Mary W.
Wrodarczyk.
The sale of the property herein, shall not include the
transfer of the property to a spouse or child by will or
otherwise, nor shall it include the transfer of land or the
payment of monies to secure interests the said parties may hold.
Further, nothing herein shall be construed to allow any party to
force the sale of the said property thereby requiring payment.
EIGHTH: Should Michael C. Gardner predecease me or if we
should die in a common disaster, then in either of those said
events, I give, devise and bequeath any and every gift made
herein to the said Michael C. Gardner as follows: Fifty (50%)
percent to his wife, Kathy Gardner, per stirpes; and Fifty (50%)
percent to the children of Michael C. Gardner, per stirpes.
STATE OF' 7tet'-' ge/~Q.('1
COUNTY OF '2~~-"-,,,
:ss
I, WILLIAM F. DORAN, whose name is signed to the foregoing
instrument, having been duly qualified according to law, do
hereby acknowledge that I signed it willingly; and that I signed
it as my free and voluntary act for the purpose therein
expressed.
~&~?: I~
W II am F. Doran
tator,
C~ , 1996.
STATE OF 7~~ C) 'I
OFO/ ~ :SS
COUNTY v-~
WE,il~S~,,{JotJh; and (/~ ff4I the
witness~hose names a~lgned to the for ng strument,
being duly qualified according to law, do depose and say that we
saw the Testator sign and execute the instrument as his Last Will
and Testament; that he signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testator signed
the Will as witnesses, and that to the best of our knoWledge and
the Testator was at the time at least eighteen (18) or more years
of age and of sound mind and under no constraint or undue
influence.
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-u , 1996.
I<RYSTYNA M. RAWRYSZ
NOTARY PUBUC OF NEW JERSEY
W COM"*SSION EXPIRES MAY f8, 2llOO
.t""''','''''>'''',',,''J.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: william F. Doran
Date of Death: November 12, 1996
File No: 1996-00958
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphan's Court Rules was served on or mailed
to the following beneficiaries of the above captioned estate on
February 21, 1997;
Name
Address
Michael C. Gardner
107 clay Hill Road
Newburg, PA 17240
Mary W. Wrodaczyk
25 E. Munsell Avenue
Linden, NJ 07036
Notice has now been given to all persons entitled thereto
under Rule 5.6(a) except: None.
Date: 2/21/97
i <0'-' c
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H. AnthonYrAda~ESquire
128 E. King street
Shippensburg, PA 17257
Telephone: 532-3270
Counsel for Personal
Representative
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~_ ~j].::.LB~2QL_____""_____"H"12~<)6-- ".-" 4~lh~8
~ KJ I. Original Rolurn LI '}, SUflploll1l'1l1101 RolulIl
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B. En'or ,ho totol of lino 20 and 20A on lino 20B. Thi. i. tho BALANCE DUE.
Make Chock Poyobl. '0' R.gl.tor 01 Will., Ag.n.
.. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH..
Under penalties of perjury, I declare thai I have uomined this relurn, including accompanying Ichedules and Ilolemenh, and 10 the be,' of my knowledge and belie'.
ills true, couect and complele. I dedore Ihol all real ,slole hOl been reporled 01 true market volue. Declaration of prepare! other Ihon the penonal repr.sentalive is
bOled on all information of which prepare! has any knowledge.
$IOUAIUU. Of P(R:!iOt~ R[~pmI5IalE fOR flllNGJlrrUlir~ AOf.iii"SS DAlE! /
-?'Jluv',..,.,-t' C:. V;, _~{.". I (J 7 CI." " Ii II If;; 1:/.'" ,; '." "/ J~ /7 J 'I (' 2.J'" _'I f
~rr9~~"(.I'-lIii.1nm ;m l Aviii;;;' ' OA"/ j'
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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COMMOIlWIAITIl or rlllll!l'I'ifllIlA
tJIPA.IMHI1 Uf "("lIUII
VIPI 2111011
IIAUI!.IlJIO. rA 111111 orm
.-lffWjrljf\ifAijrli~\trli\Olilniir;f>lr iiiilijlj --- -~-~~--~ -..-
lOR OATIS 01 DIATH AnlR 12/31/91 CHICK HIRI
" A SPOUSAL /)
!,.C?VlRlLCRlDlljS CLAIMlD 0 \.." '.
IILI NUMBlR
cAI qt;, '1 S~
CDUNIY COOl
.._"--"- lm:fr)n.1'I'ru;;;'rrjn1iliui~
YEAR
NUt.\B[R
107 Clay lIill Iload
[J 4. limited E,'o.o
c.~L__i:Ulllbcr1Ulld
[] 3.
US.
Remaindor Return
(lor doto, 01 d.oth prior to 12.13.B21
fodoral ESlate TOA
Return Required
Total Number of Sofe 0'1'0111 Boxo,
L140. rUIUfO Inlolfnl Comfllornhe
(lor dole, 01 (l"lIlh uller 12.12.82)
KJ 6. Oecedenl Died To,rolo Ll 7. Oncndonl Moinlaintld a living T rus'
(Attach copy 01 Will) (Attach copy of T ,ult)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
"AM _\<O'-iHl It MAUIUG "OURtII
H. Anthony Adruns, Esquire 128 E. King Street
lIl[Pllu"mtJMil. ---- Shippensburg, PA 17257
_L---J32=3J1~"~ . "~"o_,=",,. -- -
1. Rool E.tote (Schodulo A) ( II ..132, 750.Q~
2. S.oth and Bond. (Schodulo B) ( 21 "u
3. Clo,oly Hold S'ocklPo,lno"hip Inloro" (Schodulo q (3) -- -"-
4. MOltgog.. and NOlO' Rocoivoblo (Schodul. D) ( 4) ---
S. Co.h, Bonk 001'0';" & Milcollon.ou. Pononol Proporty( 5)__~_.252. 81
(Schedulo E)
b. Jointly Owned Prope'ty (Schodulo FI
7. Tron.lon (Schedul. G) (Schodulo L)
B. Tolol Gran Ano" (.otollin.. 1-7)
9. Funeral Expenses, Adminhlrolivo Co,", Mhcelloncous ( 91__11.970.61
Expen... (Schedul. H)
10. D.b", MOltgog. Uobiliti.., Lion. (Schodul. II
11. Total Doduct;on. (totollino. 9 & 101
12. Nel Volue 01 estale (line 8 minus lino 11)
13. Charitable and Governmenlal Boquo'" (Schedule J)
U. Net Voluo Subjed to Toll, (Iino 12 minus lino 13)
_B.
-',,','"
( b) .--180r7~O 00
(7)_- _
(B) 318,042.81
(101__"
(11) 17.970.61
(12) 300,072.20
(13)
(14) 300.072.20
)( .Ob =
)( .15 = 4'),010 R3
(17)
Inleres'
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15. Amount of lino 14 taxablo 01 6% role
(Indude values from Schedule K or Schedulo M.)
16. Amount 01 line 1 A taxablo 01 15% rolo
(Include voluo. from Sch.dul. K or Schodule M.l
17. PrincipolloK due (Add lox from line 15 and from lino 16.)
18. Crodih Spousol Povcrly Credit Prior Paymonh
+
+
(IB)
(191
(161 __3QQ ,DZL 70
Oiuounl
19. II line 18 is greater Ihan line 17. enler Ihe diHerence on line 19. this is tl10 OVERPAYMENT.
Ii!D~It:r:r:l!'li('II..I"T.l.I,..II,.l7I'll['Jtlhl~...r.lrmr.~&"r.III.'l'NJ:l:l'JIII'IIIJII
45.010.83
(20)
(2M)
(20BI
4'),010 R1
20. If line 17 is grealer Ihon line 18. enler Ihe diHerence on line 20. this is tho TAX DUE.
A. Enter the interelt on the balance due on line 20A.
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(O"''''Oll'h(AlIIt or '1tI11\"VAtlIA
UUIl~I,^tlcr IAI. 'UU_"
USIOIU'ltfClO'Uf
SCIiEIJULE "A"
REAL ESTATE
~.~- -~
UTA" OF
----------- - ---... .___.._h_
-~=~-'"~,===""'~=---- rlutiUhiDIR-
....__.\Hllilll11.F, .Dor.m _ _. '_". "________. _
(P,ap,,'y lolntly.owned wll" Right 01 Su,,,twoflfll,llnul,l.. ,'helo'lll 011 Seh"lul, "r") All nal ..101, .hould b. nported a. 'air marll.,
yolul which II d.fln,d al H,lIt ,ulu of whlcl. ,nop"l)' woulillll urllllftglcllulwun a willing buy" and 0 willing ..II", "11th., b'lng
,comptll,d 10 buy 0' "II, bolh IlUvlnG nOlonobl, "nowl.dUI of th.~ rel.vnnl faeh.
tlll,~~h llESCRlrllOl1 V^h~ED1~fl~lE
I.
Real Estate together with improvements thereon lying and
being situate, in Ilopel"ell TO\,11Ship, Cumberland County,
Pennsylvania, being 224,8526 acres, more or less, as per
Deed Book T, Volume 20 Page 91, being 1/2 interest; and 1/16
interest was obtained by Deed Book K, Volume 36, Page 581,
132,750.00
._ .. __ _ ~<?~!,_LJ^,I.O: ~".~~. o.n...!!,ne...l. ~e~pilularjonJ
(II mOf. IpOU ;1 n..clrcl ins,,' add,l,'onol .her" 01 .om, .jlt.)
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COMMOUWIALlU 0' 'UUnUVAfUA
, ."UIIIlI",'CII,\1 1(IUlU'
USIDUH Dlcroun
SCHEDULE "F"
JOINTLY-OWNED PROPERTY
iSfAfEO'-.----...- .===~==.=-~ ~~-.,~'='=~...=-~.-'-c~.='.Fii.E NUMBER~~==-~--._-------'
Inl.UIVTl F. [loran ___._____________._____...._______._._____
Jolnl '"nonl(.).
A,
tlAME _____.._ __._.
Kathy H. Gardner
_____ ___.__ .^.P.l!.~.E.~_S_ ..
107 Clay lIill Road
Newburg, PA 17240
_ J!EL^TlOtl~IUP TO DECEDEtlT
Friend
8. ~Iichael Gardner
107 Clay lIill Road
Newburg, PA 17240
Friend
C. ~lary Ikodczyk
25 E. ~Iunsell Avenue
Linden, NJ 07036
Friend
Jolntly-ownld proplfly,
LETTER
ITEM FOR DATE TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET ~'1I1NT. DECEDENT'S INTEREST
--
T. A 3-17-90 Mellon Account/#424-oo0-1224 1,750.21 50% 875.11
2. B 10-96 1st Liberty Insurance 64,347.88 100% 64,347.88
Acct. 3A~-206143
3. C 10-96 1st Liberty Insurance 115,517.01 100% 115,517.01
Acct. 3FW-203405
TOTAL (Aho enler on line 6, Recapitulation) 5180 740.00
- --.
C"mort space is nnelld insert odelilionol sheels allome Jiu}
Ufr.UUf
William F. Dornn
ITEM
NUMBER
i I
.9.~ ,9
, '.CHW,:l'
COMMOIIWIAlIlI 0' rUlIl"IVAUl4
1IH1IIIllAIICt IAI "(IlU,.
'UtDU" tJlClDlll!
SCtlWULE II
FUNEIlAl EXPENSES,
Jl.IJMINISTIlATIVE COSTS AND
MISCellANEOUS EXPENSES
Ploa.o Prln' or TV 0
mnlUM6IR
llESCRIPIION
AMOUNT
A. Funeral Explnu"
Cremation Society of Pa.
1,091.00
, 75.00
I,
2.
Eby Granite Works
B, Admlnl.hullvl Co.h.
. :
,
I
d.
C.
1.
2,
3.
d.
5.
6.
7.
9.
9.
1.
Porlonal Rep,asanlotivo Comrnlsslons
Sodol Socurlly I~u,"bor 01 Personul Rep,e.."tutive:
Veur Commllllon. pultl
2.
Allornoy Fo.. - H. Anthony Adams
8.,285.00
. ,
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3.
Family Exomption
CiullO on I
Rolollonsl'lp
Addro.. 01 Clvlman' 01 docodonl'. doath
Slrool Addro..
City
51010
Zip Co do
Probolo feo. - Register of Wills
267.00
Mlle,llIano,ou" hponu.. ,
Cornerstone Appraisal Services (real estate)
450.00
25.00
39.21
201. 92
210.00
45.61
Dennis L. Gotshall,
Exxon (credit card)
Sunoco (credit card)
Personal Property Apprasial
. .
Adams Electric
Adams Electric
Elmira Pharmacy (expense of last illness)
Expense to Repair Tractor
'nal American Express (credit card)
TOTAL (AI.o onlo, an lino 9, Roeapllulatian)
" .
2,046.81
869.27
3,879.50
S 17 970.61
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(II molO 'paeo h noodod, In.OI' adtllllonul .hu'. ol.amo .110.)
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C~ALnt or Pr*SYLVAHIA
OCPARIHl:Hf OF R[VUU:
IUR[AU Of INOIYIDUAL fAX[S
DtPf. laD6Dl
IURAISIURC, Pi 111za.D6DI
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 96-0958
ACN 97101155
DATE 01-11-97
"'.1... II ,,,,,"'u
EST. OF WILLIAM F DORAN
5.5. NO. 157-18-2201
DATE OF DEATII 11-12-96
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVIHGS
lxJ CHECKIHG
o TRUST
o CERTIF.
KATHY H GARDNER
107 CLAY HILL RD
NEWBURG PA 17240
REHIT PAYHEHT AHD FDRHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HELLON PSFS tUII pro\lld.d the O.Plrt..nt with th. Infor.atlon listed b.law which has b.en u.ed In calculating the
potential lBlI cJu.. TMlr r.cord. Indlcat. thet at thli death of the abo.... d.ced.nt, you ...r. a Joint own.rlben.fIclary of this account.
If you ,..1 this Infor..tlan is IncorrKt, pl.... abt.ln wrItt." correction froe the fInancl.l Institution, .ttach a copy to this fora
end return It to the abov. addr.... This accOl..nt Is taxable In accordanc. wllh the Inherltanc. Tall laws of the Co_antIe.1th of P.,...nlv.,J..
au..tlan. .ay be answer.d by calling (117) lal~a3Z7.
COMPLETE PART 1 BELOW . . . SEE
Account No. 424-000-1224 D.t.
Eshblhhod
REVERSE SIDE FOR
03-17-90
FILING AND PAYMENT INSTRUCTIONS
Account a.hne. 1 , 750 .21
Poccont Tsxobl. X 50.000
HOTE: If tall pay..nts are ..d. within thr..
Allount Subject to Tax 875.11 (3) .ooths of the dec.d.nt., date of duth,
Tax Rat. X . 15 you .ay deduct a S;( dlsco~t a' the tall du..
Any Inheritance tall due will b.ca.e delinquent
Potential Tax Due 131.27 nln. (9) .onth, aftu th. date of d.ath.
~~ TAXPAYER RESPONSE .
ill I FAILURE TO.RESPOND.WILLRESULT IN AN.OFFICIAL TAX ASSESSMENT BASED ON THIS.NOTICE
A. D Th. above Infar.aUon and tall due Is cornet.
1. You 08Y choa'. to r..1t pay..nt to the Reghter of WUh wIth two copl.s of thlt noUce to obtain
a dlsco~t or avoid Interelt. Dr you .'Y check ball -10- and return thl. notice ta the Rllgl'te~ of
Xl: Willi and an official ane....nt will ba hlu.d by the PA Dllpartnnt of Revllnu..
B. Th. above alSel ha' b..n or ..Ill be reported and tax paid with the P.Msylvanla Inheritance Tall return
to be flied by the dllcadent.. npruentaUva.
C. 0 The .bo.... Infar.aUon It Incorrect .nd/or debts and deductions ..er. paid by you.
You IIUlt co.pl.te PART [!] and/or' PART 0 b.low.
To Insure proper credit to your account, two
(Z) copl.s of thl. notice IIUst aceo.pany your
pay..nt to the R.gl'ter of wills. Hake ch.ck
payable to: -Regl,tsr 0' Will., Ag.nt~.
[CHECK ]
ONE
BLOCK
ONLY
LINE
KETURn - CUMPUTATiOn
I. D.t. E.t.bllsh.d
2. Account ealanc.
3. Pe~cent Taxabl.
4. Anount Subject to Tax
5. Debt. and Deductions
6. Anount Taxable
7. Tax Rat.
8. Tax Du.
,i<X 01. JOit;T, TRUST A(;i.OUnTS
OFFICIAL USE .ONLV 0 AAfl
. PA . DEPARTMEtlT . OF.. REVEtlUEi(4il
:~:~
PART
~
iA;:
If you indicat. a diffe~.nt tax ~ate, pl..se state you~
~elatlonshlp to d.c.d.nt:
OF
1
2
3 X
4
5
6
7 X
8
PART
[!J
DATE PAID
DEBTS AND DEDUCTIONS
l'AD
I
2
3
4
5
6
7
8
CLAIMED
. . ..~
;
:~
PAYEE
DESCRIPTION
AMOUlIT PAID
I
TOTAL (Ente~ on Line 5 of Tax Conput.tion)
I
,
Unde~ penaltt.. of p.~ju~y, I d.clar. that the
cOlIP1~te to the be.t of .y knowledge and belief.
U ~~ 00'.0 (\ III .-k-'l"
TAXPAYER f
fach I have reported abov. .~. t~ue, co"rr~ct :\end
~ HOME ('1//) S";..j) ~) 7(,
~1 ,(,.WORK ( )
TELFFrlONE NUMBER DATE
-- . .,-'--~""_..
JlPPllAlSAL QIo' 1"']llnlJ\I. l'ROI'F]rrv Of' '111E ~,^TE OF WILLIAM F. 00RlIN, DEX:F.I\SID,
107 cu\Y I/ILL I{{W), ~, PA 00 JJ\NUAHY 20, 1997:
Frigidaire stack washer/dryer $ 140.00
4-Picce cherry bcdroan suit $ 325.00
7-Piecc lll1lple dinette set $ 125.00
Oval cherry-finish coffee table $ 15.00
Sofa (shows wear) $ 15.00
Upholstered living roan chair (beige) $ 10.00
Open arm upholstered chair $ 20.00
4 Walnut-finish captain's chairs @$ 20.00 $ 80.00
Barrel bar $ 20.00
111::;;:ellanoou:.; toolo above mantel
small double door cupboard
2 Single beds @$ 25.00
3 Walnut-finish dressers & mirrors @$ 90.00
5 Walnut-finish nightstands @$ 15.00
'I-Poster mahogany-finish double bed
Walnut-finish double bed
Miscellaneous pots & pans
Gibson 17 cu.ft. refrigerator (older mxlel)
Miscellaneous snaIl kitchen electrical appliances
Miscellaneous bedding & linens
Hoover canister type vacuum cleaner (older mxlel)
Miscellaneous stainless flatware
Fannall Cub wide front end tractor
Picnic table
Drill press (older mxlel)
Bench grinder (older mxlel)
Lowes self-propelled lawn rower
Sears air compressor (older mxlel)
Miscellaneous hand tools
Aluminum step ladder
Meat bench
1971 Jeep Wagoneer (needs work - doubtful inspection)
'lUJ'AL:
JlPPRAISID BY:
-'J~ / d~/6
$ 25.00
$ 15.00
$ 50.00
$ 270.00
$ 75.00
$ 140.00
$ 60.00
$ 25.00
$ 60.00
$ 18.00
$ 20.00
$ 15.00
$ 10.00
$ 1,800.00
$ 25.00
$ 25.00
$ 15.00
$ 45.00
$ 40.00
$ 25.00
$ 20.00
$ 20.00
$ 300.00
$ 3,848.00
Dennis L. Gotshall, Auctioneer/Prop. Dan Hershey Auctioneering Service
PA Lic. HAU-002306-L
# -. ~".
BUREAU OF INDIVIDUAL TAKES
IN1tCAIUNCE Tile DIVISID"
OEPJ. :10601
HARRISBURC, PA l11Z8.0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
'*
I
';leI
II ~
NOTICE OF INHERITANCE TAK
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAK
'quln:)
'I';I~
'(,.Ih/ll ." 11t,'"
SI; .
PA 17257
'c'U
'JI;)OI-J
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
06-02-98
DORAN
11-12-96
21 96-0958
CUMBERLAND
101
WILLIAM
F
9!l: 1111 S I mr B6,
ANTHDNY ADAHS
128 EkING ST
SHIPPENSBURG
ESQ
: ( )
HAkE CHECk PAYABLE AND REMIT PAYHENT
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
' ......---..-----7----------.-------~,____..__..__.._.._.._.._.._ ____ __ _ _ ~ _ _ ~_____..._ _ _. _
Anount RenJtt.d
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
IMllRI lANC[ In DiviSION
D[PI. 1801101
IlAARISBURG. PA 111:a. obOI
l.-
NOTICE OF INIIERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSMENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ANTHONY ADAMS
128 EKING ST
SHIPPENSBURG
ESQ
PA 17257
06-02-98
DORAN
11-12-96
21 96-0958
CUMBERLAND
101
Anount R.ni U.d
I~ii'
....1'-'1111.111."1
WILLIAM
F
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
rifv:is4i"Ex""Fi.--rii9":97Y"Nii'ficE""eiF"YNHEiili'ANcE"'fAx"iiPPRiiIsEHENT",--"Li.-owANcE"olim-mmn-n-"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DORAN WILLIAM F FILE NO, 21 96-0958 ACN 101 DATE 06-02-98
TAX RETURN WAS: (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estata (Sch.dula A)
2. Stock. .nd Bond. (Schadula B)
3. Closely Hald Stack/Partnership Interest (Schadul. C)
4. Hartgagas/Hata. Racaivabla (Schedula D)
5. Cash/Bank Daposits/Hisc. Parsonal Proparty (Schedula E)
b. Jointly Owned Property (Schadula F)
7. Transfars (Schadula GI
8. Total Assat.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer.l Expansas/Adn. Costs/Hisc. Expansas ISchedula HI
10. Debts/Hartgaga Liabilities/lians (Schadula 1)
11. Total Deductions
12. Hat Value of Tax Raturn
13. Chari tabla/Governmental Baquasts; Hon-elacted 9113 Trusts
14. Hat Valua of Est.ta Subject to Tax
NOTE:
TAX CREDITS:
PAYMENT
DATE
03-06"98
RECEIPT
NUMBER
AA269821
DISCDUNT I')
INTEREST/PEN PAID C-I
.00
8ALANCE OF UNPAID INTEREST/PENALTY AS OF 03-07-98
11)
IZ)
131
14)
15)
1&)
171
(9)
110l
( ) CIIANGED
132,750.00
.00
.00
.00
4,552.81
180.740.00
.00
IB)
17,970.61
.00
Ill)
I1Z1
113)
114)
(Schadule J)
.00 X .00:
.00 X .06:
300,072.20 X .15:
I1BI
AMDUNT PAID
45.010.83
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
NOTE: To in sura prapar
cradit to your account.
subnit th. upper portion
of this forn with your
tax paynent.
318,042.81
17.Q7n 61
300,072.20
.00
300,072.00
.00
.00
45,010.113
45.010.83
45,010.83
.00
2,290.24
2,290.24
. If PAID AfTER DATE INDICATED, SEE REVERSE
fDR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
If TDTAL DUE IS REfLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REfUND. SEE REVERSE SIDE Of TillS fORK fOR INSTRUCTIDNS.l
If an assessment was issued previously, lines 14. 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lina 14 .t Spousal rata (15)
lb. Anount of Lina 14 taxabla .t Lineal/Clasl A rata (lb)
17. Anaunt of Lina 14 taxable at Callat.rel/Cla.s B rate (17)
18. Principal Tax Due
o~
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RESERYATION: E.tata. of d.c.d.nt. dying on or b.fore O.c.ab.r 12, I'B2 a_ If any future Int.r..t In the ..teta I. tran.f.rred
In po..e..lon or .njoy..nt to Cia.. B (collat.rell b.n.flclarl.. of the d.c.d.nt .ft.r the e~plr.tlon of any ..t.te for
llf. or for y.ar., the co..onw..lth h.r.by ..pre..lY r.sar~.. the right to .ppral.. and ...... tran.f.r Inherlt.nc. T....
.t the l.wful Cia" B Ccoll.t.rall rat. on anv .uch future Int.r..t.
PURPOSE Of
NOTICE I
To fulfill the r.qulr..ant. of s.ctlon 21~0 of the Inharltanc. and E.tata TaM Act, Act 21 of 19'5. (12 P.S.
Saction "~OJ.
PAYHENTI
O.tach the top portion of thl. Notlc. and .ub.lt with your pay..nt to the A.gl.tar of will. prlntad on tha ra~ar'. .Id..
a-Hake chack or aon.y ord.r p.vabl. tal REGISTER OF MILLS, AGENT
AEFUND eCRI:
A r.fund of . taM cr.dlt, which wa. nat r.qu..ted on tha TaM R.turn, .ay be raqu..tad by co.platlng an "Application
for R.fund of p.nn.ylvanle Inheritance and Est.t. laM" (REV-lll1). Appllc.tlon. ar. a~.llabl. at the Offlc.
of the Aagl.tar of will., any of the 21 R.~.nue DI.trlct Office., or by calling the .paclal 2~-hour
an.w.rlng ..rvlca nuabar' for for.' orderlngl In Pannsylvanla l-100-16Z-2050, out.ld. p.nn,YI~anla and
within local H.rrl.burg .ree (117) lI1-B094, TOOl (117) 172aZZ52 (Hearing lapalred Only).
OBJECTIONS:
Anv p.rty In Int.ra.t not ..tl.fl.d with tha .ppral....nt. .llowance or dl.allow.nca of d.ductlon., or ...a....nt
of t.M (Including dl.count or Int.r.st. a. .hown on thl. Notlc. eu.t objact within sixty (60) day' of racalpt of
this Notice by:
DR
a-wrlttan prot..t to tha PA Dapart.ant of Ra~anua, Board of ApP..I., Dept. 2B10ZI, Harrl.burg, Pi
-aalactlon to ha~. tha ..ttar dataralnad at audit of the account of the parson.l rapre.antatl~.,
aaappeal to tha Orphans' Court.
11IlaalOZl,
OR
ADHIN
ISTAUIYE
CORAECT IONS I
factual arror. dl.co~arad on thl. a.....aant ,hould ba addressad In writing tal PA D.part.ant of Aa~.nu.,
Bureau of Individual TaM.', ATIH: Po.t A..a.,a.nt Ravl.. Unit, Dapt. Za0601, Harrisburg, PA 1112B-0601
Phona Cl11) 117-6505. S.a pao. 5 of tha booklat "In.tructlon. for Inharltanc. TaM A.turn for a R..ldant
D.cadant" CAEY-1S01) for an a.planatlon of ad.lnl.tratl~alY corr.ctabl. arror..
DISCOUNT:
If any t.x dua I. paid within three (1) calendar aonth. .fter the dacadant'. d.ath, e flv. p.rcent (5~) dl.count of
the tax p.ld I. allow.d.
PENAL TVI
Ih. ISX ta. aana.ty non'partlclpatlon p.nalty I. coeputed on the total of the tax and Int.r..t .......d, .nd not
p.ld be for. Janu.ry la, 1996, the flr.t dav aftar the and of the taM sana.ty parlod. Thl. non-participation
penalty I. app.alable In the .... .annar and In the the .... tl.. parlod a. yOU would appaal the t.M and Int.r..t
that ha. b..n a..a...d a. Indlcat.d on thl. not Ie.,
INTEAESTI
Int.r..t I. charg.d baglnnlng with flr.t dav of dallnquancv, or nln. (91 .onth. and on. (1) day froe tha data of
d.ath, to the data of pav.ant. TaMa. which baca.. dallnquent b.for. January 1, 19aZ b..r Interast at the rata of
.Ix (6X) parcant par annue c.lculatad at . d.lly rate of .OOOI6~. All la.a. which baca.. dallnquant on and aft.r
January 1, 19B1 will b.ar Intare.t at a rata which will vary fro. calendar y.ar to c.lendar ye.r wIth that rata
announced by the PA Dapart.ant of Ravanua. Tha applicable Intere.t ratal for 19B2 through 199a .ral
'!!!! Inler.,1 Aala Dallv Intar..t ractor ~ Interest Rata DailY Intara.t ractor
1911 lOX .00054B l'Ja7 .~ .00Ultl
1981 16:t .000438 19U-I991 II~ ,OOnOI
1964 11~ .00nOl I'" OX .000l41
19B5 ll~ ,000356 19'J5-199" ,~ .000192
19B6 lOX .00OZl~ 1,95-I99B OX .00GZ41
_alntarast Is calculatad .. follo,,"
INTEREST = BALANCE DF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
aaAnv Notlca I..uad aftar tha taM b.co.a. d.llnquent will raflact .n Intara.t c.lculatlon to flftaan (I~I day.
bavond the d.t. of tha .ssa..eant. If payeant Ie .ada aft.r the lnt.r.st co.putatlon data .hown on the
Hotlc., addltlon.l Inter..t aust b. calculatad.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
tlARRISBURG, PA 17128,0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
_~"Jt.~
~
NO. AA 296320 "[V,II8W 1"'6,
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ADAMS H ANTHONY
128 EKING ST
1Ii]
4i.:J ::JQn ';Jb.
,
SHIPPENSBURG, PA 17257
I
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FOlD HERE
FOlOtl(R[
ESTATE INFORMATION:
FILE NUMBER
e
NAME OF DECEDENT lLAST)
C:C:I\I ''5''-'~-~~()1
(FIRST)
(MI)
DATE OF PAYMENT
POSTMARK DATE
COUNTY
TOTAL AMOUNT PAID
'li2,290.24
SEA!;:HECKIl 1028
) ;;:, CW
/ r:' I .
RECEIVEO BY '/I',;;t( (! ".J A1-""I,~
MARY C. LIS Uu-.-. A . it
REGISTER OF WILLS REGISTER OF WILLS 'l'ti
DATE Of DEATH
REMARKSMICHAEL C GARDNER
,
}
~--------------------_.---------------------
-------
.
. .'
<,-
.'
,<
-_I
~
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.
~..: :-.--...----"---:"'..loM
P'\'HEMTI
o.tad1 thli top porUon of this MoUce IInd aut.1t ..lth your paY8ent alMSe payable to thli ~. end Bddr...
printed on ~ ravar.. slda.
If RESIDENT DECEDENT ...... check or aOO8Y ordar p.yabl. to: REGISTER OF WILLS, AGENT.
If NON.RESIDEHT DECEOEHT ...... check or 80MY order p.yable to: COHHONWEAL TH OF PENNSYLVANIA.
REFLIID (CR): , refund of a tax credit, which .... not r~.ted on thli lex Raturn, ..y be requested by CQ8PleUng en
"Application for Refund of Pennsylvanl. Inherltence and E,tate Tax~ (REV.1313). Application. ere .v.llabl. .t
~ Office of the Regl.t.r of Wills, any of the Z3 Revenue DI.trlct Office. or fr08 t~ o.p.rtaent's 24.hoUr
en....rlna .ervlce nu8bers for for.. ordering: In penn.ylvanl. 1-800.362.2050, out.ld. Penn,Ylvanla
end ..Ithln loc.1 Herrl.burg .re. (717) 787.8094, TOO' (7171 772-ZZSZ (He.rlng lap.lred only).
REPLV TOI Que.tion. reg.rdlna .rror. cont.lned on thl. noUc. shoUld b. addr.ssed to: PA Otip.rtnnt of Revenue, Bureau
of IndividUal Taxe., AllN: Po.t A.......nt R.vlew Unit, Dapt. 2a0601, Herrl.burg, PA 171Z8-0601, phone
(717) 787.6505.
D1SCOUNT:
If any t.x due is paid ..lthln thr.. (3) c.lendar aonth. .ft.r the deCadent'. d..th, a flva p.rcant (5%) discount
of thli tax p.ld I. .1Iowed.
PENAL TV:
The 15X t.x .ane.ty non.partlclpatlon penalty I. coaputDd on the total of the tax and Int.re.t ...e..ed, and not
p.ld before Jenu.ry 18, 1996, the flrat day .ftar the end of the t.x 88OQ.ty period.
INtEREST I
Interast Is charged beglnnlna ..lth first day of delinquency, or nine (9) aonth. and one (I) d.y froa the date of
death, to the date of pav-.nt. T.xa. ..hlch baca.e delinquent before Janu.ry 1, 198Z ba.r Intera.t at thli rata of
.Ix (6X) parcant par ~ c.lcul.ted .t a d.lly r.te of .000164. All taxa. which bec... delinquent on and aftar
January 1, 198Z ..Ill be.r lntare.t at a rat. which will v.ry fro. calend.r ye.r to calend.r y..r with that rate
announcad by the PA Dep.rt.ant of Revenue. The applicable lntere.t rate. for 1982 through 1998 arel
Ve.r Intera.t Rate Dally lntarest Factor
V.ar
Int.re.t Rate
Dally lntare.t Factor
n8Z 20X .OOO~8 1987 .~ .000247
1983 I'~ .00008 1988-1991 llX .000301
I'" ll~ .000301 I'" .~ .000Z47
19&5 In .000356 1993.1994 n .00019Z
I'" I'~ .000Z74 1995-1998 .~ .000Z47
--lnt.ra.t I. calculatad .. fol1011I1
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice I..ued .ft.r thli tax becoa.. dell~nt ..Ill refl.ct an Intare.t calculation to fifteen 1151 d.y.
baYond the data of the ........nt. If pav-ant Is aade .ft.r the Int.r..t cQtlPutat10n data shown on the
Notlc., additional Int.re.t au.t be calculet.d.
. -