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JOHN F, KING
ATTO~ty AT LAW
flutDMM..I AND FRltDMAN. r,C.
600 t..!- SECOND n.
Ptt..lTHOU!lIt ~UlTt
r o. BOX 984
H^RRISBURG. r^ 17108
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(lln 236.8000
FAX (7111 236.8080
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[SIaIC of
ClNIEIUA\'1I
Register of Wills of .Q/ilMP.tiimCounty, Pennsylvania
PETITION FOR GRANT OF LETTERS
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("'OJ'gl~-,~!_l'.\'i dlo.~___.____
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No.
also known as
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m_.___~_____.__._ ______ _____ _ u.________
--------- -_______. DUCCil5fHJ
SOCIiII SucUllIy No.
172-01-!101l5
............,., ............,",.....'"'II....,.~. ..1.......'....
'COMPLETE -A- OR"U- DHOW:I
~ A. Probale and Glalll nll'!I1ers and aVI)( Ihal Petllllllwrls) ,x/a", Ihe "'''Cul OJ'S nall"'d 1/1 IIIf! lasl W,ll 01 Ihe
Decederll, daled Octoher 30 , 1!)l>1l and elllhe"lsl dill"d Il'celllll'l=-rr, 1!J1l0
"'... .......1 UO........".. .,. ''"_.....,. ...." ". .._.... t1L
Exccp, o. lol/ow., O.c.d.n, d,d no'mo"v, w"o nol d>VOlcod, ond d,d nol hovo . clllld hOIn 0' odoplcd .'10' O'OCohon ol'ho docol/1on'o oll.'.d
10' ,HobBlo; wns not Ihe VIctim of It 10;.11111111 nnd Will nova' nd,udlcnlad inCOtnpolonl:
lJ
B. Grant of lCUcl,S ul AdfllllllSltahOI1
.., ........ I. ,..........rl. ~'. .................". .."..... "...._....,
Pel,l,oner(s, oller a proper search haslhave ascertained Ihal Decedunllell no W,I/ .1nd was surv'ved bv Ihe lallow,ng SPOUSl!
hf ally) .1nd hellS:
NOOle
Rulotlunllhlp
Rosldunco
Decedelll was dOIll,ciled 01 dealh III ClUlIJerland
reSidence al H'lllor Care II'est:-rimDhrl\et st,.
;... ......... '"~.~.'. "'~I........,-...,I
Decedent then ~ years of age, died
t\OVl'niJe r 14
,19 9h, ill
C,anplli11,PA
Occudt?fll ill dualh owned propertv wllh C:.IHlIillcd vdlucs liS '"Uows:
III dOOllclled in PAl AIIIl(!ISCJOill'llfJ'ltlfIV
1Il nOI domiciled In PAl PlJfsoll<11 "roflerly III Pm,"syIViUli,1 .
fll not domiciled In PAl PotSOfli11 ,UlJlltHly HI Cuunly
VlIluo 0110111 051ale 10 PcnnsylvlHlIiI .......
Tolal
HOld EtlliJlc t1ltUdlctJ us follow!l:
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hO.OOn:nU
Wh.,.""O. P.'H'on.r,., '..pncIlIlIlV '.quo"b"h. l"uh.H. u' "", '''';1 W,II ",," Cudu:oil,) I".onll'"d w,'h II", 1'..",,,,,, "'H'"", lIWIlI U.,,,,,,,,, '" II,,,
tIPploprlllle lorm 10 Iho unde'''lgnud:
r YIIl~d or IJllllll~tJ 11,111I,: .Illd rl:s,dCfl':I:
~l'dlWI i csbllr' PA
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17055
Oath of Personal Representative
Cornrnonwenlth of Pennsylvania
CounW of :Gllut)htn; t:I~I\EmA'\ll
I he Polltionor(sl ahovu-flilllllHt swoartsl anti atllfl11ls) that 11m !.taWltHHI1!. mUm tUIl!{lOIIlU !'uu'lIm iHU II1IU and
corruct to tho hust 01 thu knowlmtUll .md hollof ot I'tttlllonurlsl .mtl lh.11. il!. pmsoll,11 fUWu:,Ul\tatlvnt!il of tho [)ocodonl.
1'''\lllol1l11lsl Will well ;u1I1 trulv adl1l1l1lSll!r Ih~ ('S~ a~.td~LJ~Z,)..,..... 00;
Sworl1 10 al1d allumed amI suhse"lwd - ---~~--~_'!! ~tI.- ~" -' /1'"<:1'. (~
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Iwler" me this
27
day 01
NOVEMBER 1996
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MIl C. LEWIS . '~r j
DECREE OF REGISTER
Estate 01
(COl'glJ .J. ~k:Ni cho I
:U-96-978
Deceased
No,
also known as
Social Security No:
172-(]I-~l(]RS
11/1.IIDh
Date 01 Death:
AND NOW, NOVEMBER 27. 19~, 111 consIderation 01 the Petotion
on the reverse side hereon. satisfactory proof having bcen prcsented before me.
IT IS DECREED that Letters x,~ Testamentary 0 of Administration
Patrick ,J. ~Ic~i chol anl! .John B. ~Ic:\ich()'t' ".., ,.....,........."........,...... ..........
arc hereby granted to
Will October 30,1968
in the above estate and that the instrument(sl. if any, dated Codic~~_ December 11.1980
described in the Petition be adrnitted to probate and filed of record as the las: Will of Decedent.
FEES
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~La uf.. L .ov1.lliLt....'rl-'- 1 /.' 14~2'oJS;1CL/--
(j 11t'U'''1''' ul W,II\, MARY C. LEWIS (/
Lctters........................... $ 115.00
Short Certificatcls).....6.... $ 18.00
Renunciation.................. $
AffIdaVit ( I................. $
Extra Pages I I............ $
CodiciL......................... $ 10.50
JCP Fcc........................ $ <;.00
Inventory & Tax Forms... $
Other..........................., $
Attorney:~~l!!._~~_~i.!.lg_,.E~t!llin' .. _ _ .__
1.0. No: hl~l\9 ---------
Addrcss: hllll:\. Sl'COI\l! St_:~tl~;.!..!.~~_
____";IE~~ ~"1I1'g,,__I~I\n!71111- ____
Telephone: (i 1 7)_2 ~~-~Ill)~'_ _0._...______.
DATE FILED: ---1.b2}~9!jon._..
TOTAL................ $ 118.<;0
-..-..--------
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FIRST CODICIL
I, GEORGE J. McNICIIOL, of Lower Allen Township, Cumberland
County, Pennsylvania, do hereby make, publish and declare this th~~
First Codicil to my Last Will and Testament dated the 30th day of
October, 196B.
ITEM 1: I hereby revoke Article Third wherein I had ap-
pointed the FARMERS DANK AND TRUST COMPANY of lIummelstown, Penn-
sylvania to be executor of my Will.
ITEM 2:
sons, PATRICK J.
my Last Will and
I hereby nominate, constitute
McNICHOL and JOHN B. McNICIIOL
Testament.
and appoint my
as executors of
ITEM 3: In all other respects, I ratify, confirm and re-
publish my said Last Will and Testament dated the 30th day of
October, 196B as and for my last Will.
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:";N-1L J.--);~J ~-..-Q
Georg~ J. McNichol
(SEAL)
~~ WITNESSETH
Name =:. .:7 ~ Q.. #~
Name /fr~ 11 ~~ ,f(1.
Address I-( ~ .,...~~ .
Address ~~~...~iu -" ~ Ii:
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LAST WILL AND TESTA}IENT
OF
GEORGE J. McNICHOL
1, GEORGE J. McNICHOL, a resident of Lower Allen Town-
ship, Cumberland County, Pennsylvania, being of sound mind,
memory and understanding, do make and publish this my Last
Will and Testament, hereby revoking all former wills by me
at any time heretofore made.
FIRST: 1 direct my hereinafter named Executor to pay
all of my just debts and funeral expenses and the expenses of
the administration of my estate as soon after my decease as
may be practicable.
SECOND: All the rest, residue and remainder of my
estate, real, personal and mixed, wheresoever situate and of
whatsoever nature, 1 give, devise and bequeath to my three
children, MAUREEN, PATRICK and JOHN, share and share alike,
absolutely.
THIRD: 1 hereby constitute and appoint THE FARMERS
BANK AND TRUST COMPANY of Hununelstown, Pennsylvania, to be
the Executor of this my Last Will and Testament.
IN WIT~S WHEREOF, 1 have hereunto set my hand and
seal this 3.0 (lay of October, A.D., 1968.
'~r'lc ;J/L~ }t,t.CA~/L(SEAL)
Georg;Y J. McNichol
SIGNED, SEALED, PUBLISHED and DECLARED by the above named
Testator, GEORGE J. McNICHOL, as and for his Last Will and
Testament, in the presence of us, who at his request, in his
presence and in the presence of each other, all being present
at the same time, have hereunto set our hands as witnesses.
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Address --4-~~~ \""'---
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Name
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REGISTER 01" WILLS 01" COUNTY
OATH 01<' SUBSCRIBING WITNESS
codicil
(each) a subscribing witncss to thc will prcscntcd hcrcwith, (cach) bcing duly qualificd according to
law, depose(s) and say(s) that prescnt and saw
the testa' , sign the samc and that sign cd as a witncss at the
requcst of testat_ in h prcsence and (in the prescnce of cach othcr) (in the presence af the
othcr subscribing witncss(es)),
Swarn to. or affirmed and subscribed before
me this day of
t9_
(Name)
I Address)
Rcgistcr
(Name)
(Address)
REGISTER OF WILLS OF C'-AWI. ll".r \o.\^d COUNTY
'OATH OF NON-SUBSCRIBING WITNESS
P ~J' \~Y- ~.
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(each) a subscriber hereto, (cach) bcing duly qualified according to. law, deposc:.!&..and say(ll) that
--r&..-e7 0,.[ '< familiar with the signature of (r~" ("yO ~- I'~ < .J" 1.~1 ,
-':6Ili~i1
testa' to { of (ane af the subscribing witnesses to) the will
that
presented herewith and
,-odidl
believes the signature on the will is in the handwriting of
I
R~JEIi~rt
REGISTER 01: WILLS 01: COUNTY
OATH 01: sunSCR18ING WITNESS
codicil
(each) 11 subscribing witness to the will presellled herewith, (ellch) being duly qualified llccording to
IllW, depose(s) llnd SIlY(S) thllt present and saw
.
the tesll1' ' sign the Sllme llnd that signcd llS a witncss lltthe
request of testat_ in h presence llnd (in the presence of ellch other) (in the presence of the
other subscribing witness(es)).
sworn to or llffirmed and subscribed before
me this day of
19_
(Nllme)
'Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF Cu.It^~C'..\o.J COUNTY
OATH OF NON_SUnSCRIBING WITNESS
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(each) 11 subscriber hereto, (ellch) being duly qUlllificd llccording to IllW, deposeQl) llnd say~ thllt
-t1-.c J co.,,'\( fllmilillr with the signa~ure of ("rc:y' '3. ""r ;j,(\',\,
...,:,..U""'\ codicil
testllt...0:- of (one of the subscribing witnesses to) the wffi.. presented herewith llnd
~ codicil
thllt fk.c '7 believes the signature on the wil~ is in the handwriting of
&Hi'l?"3' /,^-c.N\C\..()~
"". boO o;-'-n<:; ,,,w"'" "db.,.I. c7'.z:t 9 ).,.7,..w
Sworn to or aflirmcd llml subscribed before r 0- T ~ dO'\. '~ .. /,-\ "- N :c.. \".:\ \
me this. ,2'1 cA.. _ dllY of (Name)
IJl.t<- 19 tit; 7,.'8/l Jl--,(NIt:'4J Py NC''')
} ~l/ flf;"'hJJ,JY.f'7.) ~ . tYv- <=b '^t>tdd~. s .
Register (J_::s. (l '^ r.., f\A ;J, c\..o \
(Name)
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(Address)
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CERTIFICATION OF NOTICE UNDER RULE S.6(a)
Name of Decedent - George J. McNichol
Date of Death - November 14, 1996
Estate No. - 21-96-978
To the Register:
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 December 4, 1996:
Name
Address
Ms. Maureen saweikis
728 Allenview Dr.
Mechanicsburg, PA 17055
1116 Floribunda Lane
Mechanicsburg, PA 17055
10 Meadow Dr.
camp Hill, PA 17011
Mr. Patrick J. McNichol
Mr. John B. McNichol
Date: December 4, 1996
thereto under
Notice has now been given to all
Rule 5.6(a).
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FIr.
Attorney for Estate
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FIHEDMAN & FUIEDMAN, P. C.
^,.-r()JINI~YS AT LAW
(JOO N, SI~CnNIJ ST,
Furl'll FI.OOII
1',0, Box IlIH
II A I/IlISlIll I/[J, PI!NNSYI.vANIA 171011
{7171 L!1I11"1I000
"~I.m:(lI'lt~u No. (717) LlflUollOIIO
nlCIIAIlD S. FUUmMM.J
JOliN F, KINO
January 27, 1997
Cumberland County Register of Wills
Cumberland county Court House
1 Courthouse Square
Carlisle, PA 17013-3387
In re: Estate of George J. McNichol
File No. 21-96-978
Dear sir or madam:
Enclosed herewith please find a check in the amount of
$800.00, representing a pre-payment of taxes on the above-
referenced Estate. I would appreciate your forwarding a receipt
for this pre-payment in the enclosed envelope.
Thank you.
JFK/bp
Enclosures
cc: Patrick J. McNichol
John B. McNichol
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o 40. future Inleresl Compromise
(for dole. of deolh after 12.12.921
(iX6. oecodenl Died T.stale 0 7. Decedent Maintained a Living Trusl
(Attach copy of Will) (Attach copy of Tru'l)
ALL' CORRESPONDENCE AND.CONFIDENTlAL'TAX\INFORMATION .SHOULD.BE DIRECTED.TO".;":!,:f~:f~~
HAM M l tEMAIUN A R.
.John F. King, Esqlli 1\' 1'. O. lIox !lR4
I/al'l'ishllrn, I'^ 171llR
H N HUM l"t
1. Real E.tate (Schedule AI ( 1)
2. Slack. and Bond. (Schedule BI ( 2)
3, Clo.ely Held Slack/Partnership Inlere.1 (Schedule C) (31
A. Mortgage. and Nole. Receivable (Schedule D) ( A)
5, Ca.h, Bank Depo.il. & Miscellan.ou. Personal Praperty( 5)
(Scnedule EI
6, Jainlly Owned Property (Schedule F)
7, Tran.fers (Schedule GI(Schedule LI
9, Total Gross Assel. (Iotolline. 1.7)
9. Funeral Expenses, Administrative COSIS, Miscellaneous ( 9)
Expen.e. (Schedule HI
10, Debts. Mortgage liabililie., liens (Schedule II 110)
11. Tolal Dedudion. (10101 line. 9 & 101
12, Net Value of Ellale (line 9 minu.line 11)
13, Charilable and Governmental Beque.ts (Schedule JI
lA, Nel Value Subjed to To. (line 12 minus line 13)
15, Amount of line lA taxabl. 01 6% rate
(Indude value.lrom Schedule K or Schedule M,)
16, Amounl of line lA taxable at 15% rate
(Indude value. from Schedule K or Schedule M.I
17, Principaltax due (Add lox from lin. 15 and from line 16.)
18. Crodih Spousol Poverty Credit Prior Payments Discount
+ ~ROIl.1l0 + $41l.00
19, If line 19 i. grealer ,han line 17, enler Ihe difference on line 19, Thi. I.th. OVERPAYMENT.
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COMMONWEAltH 01 PlNNSYlVANIA
OnAR1M(N' Of R(V(HU(
D[n 280601
UARRI5IlURG. PA 1717'.0601
N . M lA . IR . At~ Ml
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
Foa DATES OF DEATHAnER 12/31/91 CHECKHEaE
If A SPOUSAL
POVEatY CaEDIT IS CLAIMED 0
FiLl NUMBEa
21
COUNlY coot
M l ADOR
~)11
YEAa
1I!l7R
NUMBER
I INI I'"
~k::\ i <.'110 1, ".'() rgL' ,J.
sOCIAL S(CURII., NUMi[R
rA 'DIAW
111.\ %
o 2. Supplemenlal Return
DAIlO' IIA It
171111 ~~I rket S t.
CaliI' Iii II, I'^
ClIlIl1L' r I allll
03.
05.
171111
172 -O)-DORS
[k 1, Original R.lurn
'!>/II/O,l
Remainder Return
(lor date. 01 death prior to 12.13.B2)
Federal E.late Tax
Return Required
JL9, Total Number 01 Safe Depadt Baxe.
( B)
4!l,1142. JO
c....
(11)
1121
1131
(14)
17,R]9.'!>6
31,R22.74
-0-
3] ,R22. 74
o A, limiled E.ta'.
236-ROOO
-0-
37 ,Ol1S. 10
-0-
-0-
3,110D. S5
( 6)
(7)
H , ~1117 , "5
-11-
l< .06 =
l< .15 =
-0-
!l,l1~J2. 54
R,126.82
(15)
:; 1,822.7.
(17)
l,911!1.3h
(16)
-0-
Inlerest
R40.00
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Check her. if you or. requesting a rofund of.your ovorpayment.
(IB)
(19)
l,lIl1D.311
20. 11 line 17 is greater than line lB, ent.r Ihe difference on line 20, Thi. is the TAX DUE. (201
A. Enter the inleros' on the balance due on line 20A. 120A)
B. Enler ,he total of lin. 20 and 20A on lin. 20B, This is the BALANCE DUE. (20BI
Make Chock Poyabto to: Regl.ter 01 Will.. Agent
...... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH..... '..'.;-'i,.;;;:') "',,~~li-' r.
Under penalties of perlury. I declare tholl hove examined this refurn, including accompanying ,che'dul.s and ,tale monts, and to the be" a' my knowledge and belief,
it II Irue, corred and complet.. I declor. thai 011 real ,slole hos been reported at true motket value. Dedorolion of preparet other than the personal representative Is
bas.d on. all In armall n of which poter has any knowledge.
'1 ~. IlING ""U'N ~~"A~ Iellvi L'\~ Ill'. , ~l'L"h:Ul i L'shllrg, I'A I ~IlSS OAll~~""''' ~71
, 1 - SS LU-LC.-.
N A. IV . t . . DAlE
1'. O. Box ~)R'\, I/arrishllrg, I'A 1710R {rJ-n~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK tv) IN THE
APPROPRIATE BLOCKS.
1. Did decedent make a transfer and:
YES NO
a. retain the use or income of the property transferred, .......................................
b. retain the right to designate who shall use the property transferred or its income,
c. retain a reversionary interest or ....................................................................
d. receive the promise for life of either payments, benefits or care? .......................
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? .................................................
3. Did decedent own.an 'in trust for' bank account at his or her death?..................... xx
,-
~
xx
xx
XX
xx
x.x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.
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COMMONWEAltH Of P1NHS'lV.4NIA
INHERITANCE lAX REtURN
RUIDENt OECEDEN1
I SCHEDULE B l
STOCKS AND BONDS
:-~':=_:~.=--=-.:::::==:::~::,:=~~..::::;:-::.~ ---_.~.:..:.- -
fiLE NUMBER
ESTATE OF
Z 1-!lC)-0!l711
Ccorgc J. M:Nichol
(All proporty lolntly.own.d with Rlsht 01 5uruluonhlp mull b. dl.c1o..d on 5,h.dul. F,)
ITEM
NUMBER DESCRIPTION
1. Fahnestock & Co., Inc.
VAtU. AT DATE
Of DEATH
1!l3. Z!l
2.
Bell Atlll1ltic Stock ([,04.456 shares) @ $6.00 per share
(dividcnd rc-invcstm:mt shares)
36,871. 81
TOTAL (Aho entor on line 2, Recapitulation)
(If more space is n&eded, insert additional sheeh of same sin.J
S
ESTATE OF
C.corgl.! ,J. H:Nichol
SCHEDULE E :J
CASH. BANK DEPOSITS AND
MISCELLANEOUS
PERS<?N~~!,ROPERTY . PloalO Print or Typo
mE NUMfER
'2 -!lh-lHJ78
.I".I~U. 11-'
~k
COMMONW(Alttt 0' '[Nr~!l"'VANtA
IHHfllIANCE tAX .nURN
'UIDIH' olCIOlNt
(All prop.,'Y lolnll)'oOwn.d ""ith Ih. Righi of Sur~i'oflhip mUll b. diulcl.d on S(h.dul. fJ
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
I.
Pl.!nnsylvania IIlue Shil.!ld
211. 5h
2.
lIell Atl;Ultic
498.b5
3.
Paid Prescriptions, Inc.
2,899.34
TOTAL (Also cnlcr an linc 5. Rcca ilulalion) S
3,hll9.55
IAlloe" oddilioftol8Vt- xii- ,h..h if more 'pace it nud.d.1
JIV-l)0911t IIUII
W
COMMONWEALtH O' PfNNS'WANIA
INHUITANCf TAX I;fTURN
aIlIO!NT O!C!O!NI
SCHEDULE F
JOINTLY.OWNED PROPERTY
FILE NUMBER
21-9h-ll978
ESTATE OF
Ccorgc .1. McNichol
Joint tlnont(.).
-
RELATIONSHIP TO DECEDENT
Son
-----.---.-----
ADDRESS
728 AlIcnview (Jr,
~bchnnicsbllrg, PA 17055
NAME
A. Patrick J. McNicllOl
B. John B. McNicl101
1116 PloribtUlda 1~U1C
~bclHlnicsbllrg, PA 17055
Son
C.
Jolntly-ownld proplrly.
ITEM LmER DATE
FOR
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET %INT, DECEDENT'S INTEREST
1. A&B 8/1/76 PNC Bank Chccking Acct. $26,929.28 1/3 $8,!Jb7.45
No. 51-4019-8971
TOTAL (AIIO onlor on lino 6, Recapi'ula.ion) S 8,967.45
lIt more .pace i. needed in.err additional.heets 0' .ome .ize'
IlV.ISlIlhl1.1I1
('cor!'c ,], ~k:Ni cho I
5C~IaOlJ!.!Ii H \
i'IJNE~AI. l;xpeN:ieS,
o\OM1N'S'I'RP-Tt\,ll; COSTS ANI)
M1SCHI.ANF.OUS l;XPIH,.aSeS . _ ..._~I.a.. P,lnt a, Tvp.
.Flt E NUMBER
21-9h-ll!l711
~:i~
COMMOHwrAl1H Of "NNSYlVA....IA.
INHUI1AHCr 'AX InuI...
IUIDfH' ['(ClOfN'
~STATE OF
1.
2.
B.
1.
2.
3.
A.
C.
1.
2.
3.
A.
5.
6.
7.
8.
OUCR1rTION
AMOUNT
ITEM
NUMBER
A. Fun.,..1 Exp.n....
~t.'crs-lIal1lcr Flulcral lIoll/..' , Inc,
Centrc CDlUltl' ~clllorial Park (Iwadstonl')
5,823.00
1,235.00
: Adminl.t,atlv. C.....ll.
Perso"ol S:OP''''lfll"';'lfj.,,,: C('\"'I"m::\ions
Social Security Number of P.rsonol Repr.sonlolive:
Year Commissions paid
Allorney Fees Fricuman f, FricdnulIl, P.C.
2,366.14
Family Exemption
Claimant
~~ir:f::'l",:,"i:,
Add"u of Clnir,""!"I' :,: ~"c.~ro:":t's :I.,clh
Street ~~~.."
Zit: 'CQde
City
3:c''!l
148.50
Prabale ce.s
Mlsc.lIaMou, ~"r.n..s:
Cunvcrl.Uld I~t\~ .Joumal (advcrtisin~)
60.00
56.90
11lC Scntincl (advcrtis i n~)
CUlr!Jcrl:Uld C01Ult)' Rc~istcr of Wi lIs (Short Ccrti [icate)
3.00
TOTAL (Also enle, on line 9. Recapitulation)
(II mo'. .pac. I. n..d.d, In.." additional .h.." 01 .am. .t...)
s
!J,h!l2.54
~ -. ... ~.
COMMONWlAll.. OJ: prNNSYlVANlA
OEPAf11M(Nf or fltVENUE
DUREAU OF INDIVIDUAL TAXES
OEPr 280601
tIARrU50URG. PA 17128.OfjOl
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
.
NO. AA 242353 REY.".> EX Ill".'
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
JOHN F KING ESQUIRE
600 N 2ND STREET,5TH FLOOR
POBOX 984
HARRISBURG, PA 17108
tOl
st.069.36
r/XDH[Rf
ESTATE INFORMATION:
FILE NUMBER
21-1996-0978 SSN 172-01-9085
NAME OF DECEDENT ILAST) ,FIRST) ,Mil
MCNICHOL GEORGE J
DATE OF PAYMENT
10/20/1 997
POSTMARK DATE
10/17/1997
COUNTY
CUMBERLAND
DATE OF DEATH
FOlD HERE -
TOTAL AMOUNT PAID
$1 .069.36
;;::'j"'"--------.--- ----- .-.--- --.. - ..----..--.. ---- ._._ __0_.
f~ECi!~TE-.R OF V'~:'ILL3
(1/) '. ',."
RECEIVED BY //f.f!,{,,/- L. ./ {If "...,.) ,11'/1./
MARY C. Le:W IS I,/#;/;:,,/,/;.ry-
REGISTER OF' WILLS '. .'
vz
REMARKS PATR I CK MCN I GHOL
CIO JOHN F' KING ESQUIRE
SEAlCHECK# 13
- -" ---. ----- -- - ------ ---~--i-
"
.
..-" ---&~
_ -_--.--.--..~....... _ _ J: .,0
.,:.
,--
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;j -/I/'! _ ~{
BUREAU OF INOIVIDUAL TAXES
(NutRIlINet tAx DIVISION
DtPl. :10601
HARRISBuNa, Pi 11111.0'0l
NOTICE DF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN F KING Esa
PO BOX 984
HBG
PA 17108
01-27-98
MCNICHOL
11-14-96
21 96-0978
CUMBERLAND
101
AMount Re..Ut.d
'*
1",1"''''''119.111
GEORGE
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiv:iS4i-EX-AFP--ioii:97rNoYicE--Oj:-YNHEiiiTANCE-i'-AX-iippiiA'isEHENT-,--Ai.Lowiiticnili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCNICHOL GEORGE J FILE NO. 21 96-0978 ACN 101 DATE 01-27-98
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 TAXI
15. A.ount of Lln. 14 at Spousal rat. (15)
16. AMount of Lln. 14 taxable at lin..l/Cl... A rat. (16)
17. AMount of Line 14 taxable at Collataral/Class Brat. (17)
18. Principal Tax Due
TAX RETURN WAS' I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. ISch.dul. Al
2. stocks and Bondi (Schedule 8)
3. Clos.ly Held stock/Partnership Int.ra.t (Schadule C)
4. Hortg.gal/Not.. Receivable (Schedule DJ
5. Cash/Bank Deposits/Hilc. Parsonal Property (Schadula E)
6. Jointly ONnad Proparty (Schedule f)
7. Transfers (Schadula G)
8. Tot.l Assat.
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expansas/Ad.. Cost./Hlsc. Expansas (Schadula H)
10. D.bt./Hortgog. Li.biliti../Li.n. ISch.dul. I)
11. Total Daductions
12. Hat Valua of Tax R.turn
15. Charitabla/Govarn.antal Bequasts; Hon.alactad 9113 Trusts
14. N.t V.lu. of E.tot. Subjoct to T..
NOTE:
TAX CREDITS:
PAYHENT
DATE
01-27-97
10-17-97
RECEIPT
NUIIBER
AA185118
AA242353
DISCOUNT t+l
INTEREST/PEN PAID I-I
42.11
2.11-
BALANCE OF UNPAID INTERESTIPENALTY AS OF 10-18-97
III
tZl
131
(4)
15)
161
171_
(9)
110)
I ) CHANGED
.00
37 .065.10
.00
.00
3.609.55
8.967.45
.00
IBl
9.692.54
8.126,82
1111
I1Z1
1131
1141
ISchodul. Jl
.00 X .00.
31.822.74 X .06.
.00 X .15.
I1Bl
AHOUNT PAID
800.00
1. 069 .36
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTE: To insura propar
cradit to your account,
sub.it tha uppar portion
of this for. with your
tax pay.ant.
49.642.10
17.A1Q ::\~
31.822,74
,00
31.822,74
.00
1.909.36
.00
1.909.36
1.909.36
,00
14.76
14.76
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" ICRl, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESEAVATIONI E.t.t.. of d.c.d~t. dylno an or b.for. o.cI.blr 12, 1912 .- If any future lnt.r..t In the ..t.t. I. tran.f.rr.d
In po.....lon or .njoy..nt to CI..' I (coll.tlr.l) b.n.flelarl.. of the dlc.d.nt .ft.r the ..plr.tlon of any ..t.t. far
Ilfl or far y..r., the Co..onw..lth h.r.by ..pr...IY r...rv.. the right to .ppr.I.. and ...... tran.f.r Inherltane. T....
.t the lawful CI... I (eoll.t.r.l) r.t. on any .uch future Int.r..t.
PURPOSE OF
NOTICE I
To fulfill thl r.qulr...nt. of s.ctlon 21~O of the Inh.rltanc. and E.t.t. T.. Act, Act 21 of 1995. (72 P.S.
S.etlon 9140).
PAYHEHTI
D.t.ch thl top portion of thl. Hotle. and .ubllt with your paY.lnt to the Rlol.t.r of Will. prlnt.d an thl r.v.r.. .Id..
"""'1 chick or .aney ord.r p.yabl. tal REGISTER OF MILLS, AGENT
REfUND CCA) I
A r.fund of Ita. er.dlt, which w.. not r.qua.tld on the Ta. R.turn, ..y b. r.qu..t.d by cOlPl.tlno an ~Appllc.tlon
for R.fund of penn.ylvanl. Inh.rltanc. and E.t.t. Ta.~ (REV-ISIS). Applications .r. avallabl' at thl Offlc.
of the R.gl.t.r of Wills, any of thl 2S A'V.nul DI.trlct Offlc'" or by calling the ,plelal 2.-hour
an.warlng s.rvlc, ~b.r. for far" ord.rlnOI In p.nnlylvanla l-100-S62-20S0, out.ld. P.nn.ylvanla and
within 10c.l Harrl.bUro ar.a (717) 717-'09~, TOOl (717) 772-2252 CHa.rlng lapalrad Only).
OBJECTlONSI
Any party In Int.r'lt not .atl.fl.d with the .ppr.I....nt, .110wancI or dl.lllowanc, of d.ductlon., or ......eant
of ta. (Includlno dllcount or Int.r..t) I' Ihown on thl. Hotlc' au.t obj.ct within .I.tv (60) day' of r.c.lpt of
thll Notlca byl
..wrltt.n protnt to the PA D.p.rt..nt of R'v,nue, lo.rd of Appeah, O.pt. Z11021, HltrllbYrQ, PA 11lZ1-IOZl, OR
...l.ctlon to have the 'Itter d.tar.ln.d .t audit of the ICCount of the p.rson.l rlPrl..ntatlv., DR
__app..1 to the Orphans- Court.
ADtUN
ISlAAflVE
CORAECTIONSI
factual .rror. dl.cov.r.d on thl. ........nt IhoUld b. .ddr....d In writing tOl PA D.p.rt..nt of AIV'nu.,
aur.au of Indlvldu.l T...., ATTHI po.t A....I..nt A.vl.w Unit, O.pt. 210601, H.rrl.burg, PA 11121-0601
PhOn. (711) 117-6505. S.. p.g. S of the bookl.t "Inltructlon. for Inh.rltanc. Ta. Raturn for a Ralld.nt
Dec.d.nt" (REY-IS01) for an ..plan.tlon of adalnl.tr.tlv.ly corr.ctabl' .rror..
OISC()l.JlTI
If anv t.. due II paid within thr.. (l) c.l.nd.r .onth. Ift.r the d.c.d.nt.s d..th, I flv. p.rc.nt (5X) dl.count of
the tlx p.ld II allow.d.
P[NALTY'
Th. 15X t.. .an..ty non-p.rtlclpatlon p.naltv II co.put.d on the tot.1 of thl t.. and Int.r..t .......d, and not
p.ld b.for' Janu.ry II, 1996, thl flr.t day .ft.r thl .nd of the t.. a.n..ty plrlod. lhl. non-partlclp.tlon
pen.lty I. 1PP'111b1. In thl .... .annar and In the thl .... tl.. p.rlod a. you would app.al thl t.. and Int.r..t
th,t ha. b..n .......d I' Indlcat.d on thl. notlc..
INTERnTI
Inter..t II chltO.d b.glMlno with first d.y of d.llnquency, or nln. (9) aonth. and on. (1) d.y fro' the data of
d..th, to tha data of p.yaant. T.... which b.c... d.llnquant b.for. Janu.ry 1. 1912 b.ar Int.r..t at thl rat. of
.1. ('X) p.rc.nt p.r annua calculat.d at . d.lly rat. of .000164. All t.... which blc", d.llnqu.nt on and aft.r
Janu.ry 1. 1912 will b..r Int.r..t at a r.ta which will vary fro. c.l.nd.r y.ar to calandar y..r with th.t rlt.
announc.d by the PA D.p.rtlant of R.v,nu.. Th. .ppllcabl. Int.r.st rat.. for 1912 through 1991 .r'l
'!!!! Internt R.t. O.llv Inter..t F.ctor !!!! Inter..t Rate D.lly Int.r..t factor
1962 'OX .0005" 1917 'X .OOOl41
19U 16X .ooouI 19aa-l"l llX .00nOl
191. IlX .ooasol I....' 9X .00Ol47
1915 UX .000]56 I"S-I"~ 1X .000192
1916 In .00021. 1995-1"1 'X .OODZU
--Intlr..t 11 calculat.d .. follo,,"
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NoUca ISlued after thl u. b'co'" d.lInqu.nt .,111 rafl.ct 11M Intar..t calcul.tlon to f!ft..n CIS) du'
b.yond thl d.t. of thl .....I.ant. If p.y..nt il ..d. .ft.r thl Int.r..t cOIPutatlon data .hown on the
Notlc', addltlon.1 Int.ra.t au.t b. c.lcul.t.d.
PAVPtENTI
D.t.ch the top portion of thl. Notlc. .nd .ub.lt with your Ply..nt ..d. ply.bl. to th. na.. And Addr...
prlnt'd on th8 r.v.r.e .Id..
If RESIDENT DECEDENT 'ak. check or .on.y ordlr pav.blt tal REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT .akl ch.ck or .onlV ordlr payable tOl COHHONWEALTH OF PENNSVLVANIA.
REFUND (eR): A r.fund of I te. crldlt, which WI' not r.quI.ted on the Ta. A.turn, .ev bl r.que.t.d bv cOIPlltlng en
"Appllc.tlon for R.fund of Penn'vlvlnla Inharltenc. and E.tat. Ta." IREY-Illl). Application. .r. IVIII.bl. .t
the Dfflc. of the R.gl.t.r of Will., any of th. 21 A.v.nu. ol.trlct Offlc.. or fro. th. D,part'lnt.. 24-hour
an,wlrlng ..rvlc. nu.b.r. for for.. ordlrlng: In P.nn'vlvlnll 1-800-162-2050, out.ld. P.nn.ylvanla
and within local Harrl.burg ar.a (111) 781'8094, TOO' (111) 772'2252 (H.lrlng I'Pllr.d only).
REPLY TO:
Ou..tlon. r.gardlng .rror. contlln.d on thl. notlcl .hould bl .ddr....d to: PA D.part..nt of A.v.nuI, Bur.au
of Individual ,...., AT'NI Po.t A.......nt R.vl.w Unit. O.pt. 280601, Harrl.burg, PA 17128-0601. phon.
t111) 781-6505.
DISCOUNTr
If any ta. due I. p.ld within thr., III cal.ndar .onth. aft.r the d.c.d.nt'. d'lth, a flv. p.rc."t 15~1 dl.count
of the t.. paid I. .llow.d.
PENAL TY:
Th. 15~ t.. ..n..ty non-participation p.naltv I. cOMputad on th. total 0' the t.. and Int.r,.t a"""d, .nd not
paid b.for. January 18, 1996, th. 'Ir.t d.y .ft.r the .nd of the te. a.n..ty p.rlod.
INTEAESTr
Intlr..t I, charg.d beginning with flr.t dav of d.llnquency. or nln. (9) .onth. Ind one (I) day fro. the date 0'
d.ath. to the data of paY'lnt. ,.... which beca.. d.llnqu.nt b.for. Januarv I, 1982 b.ar Int.r..t It th. rat. 0'
.Ix (6~) p.rc.nt p.r annul calculat.d at a dally r.t. of .000164. All t..I. which b.ca'l dlllnqulnt on Ind .ftlr
Janu.ry 1. 1982 will bl.r Int.r..t .t . ratl which will vary 'rot callnd.r y..r to c.l.ndar y.ar with that rat.
announc.d bv th. PA Dlpart'.nt of R.v.nu.. Th. appllcabl. Int.rl.t rat.. 'or 1982 through 199. are:
Vlar
Int.r..t Rat. Dally Int.r..t Factor
Vllr
Inter..t Aate
D.Uy Int.r..t Factor
198Z 20:< .000548 1981 .~ .000241
1981 16:< .000451 1981-1991 m .000301
1984 11:< .000lDI 19U .~ .0002.'
1985 In .00OS56 199)-1994 7~ .000192
1986 lOX .000274 1995-1991 .~ .000241
uInt.r..t Is calculatld .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. 1.lu.d aft.r the ta. b.coa.. d'llnqu.nt will r.fl.ct an Int.r..t calculation to flft..n CIS) dav.
b.yond the data of tha ........nt. If paY'.nt I. aad. aftlr the Int.r..t co.putatlon data .hown on thl
Notlc., additIonal Int.r..t .u.t b. c.lculat'd.
\
STATUS REPORT UflDEll RULE 6. 12
Name of Decedent I (',,'orf:~ .J. H:Nirho\
Date of Deatlll II/I,!/!lh
Will No,
21 !lh-O!l711
Admin. No.
pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
tile administration of the above-captioned estatel
1. State whether administration of the estate is complete I
Yes XX No
2. If the answer is ~o, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No. 1 is Yes, state the following I
a. Did the personal representativ~ file a final
account with the Court? Yes No XX
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to 'the parties in interest? Yes XX No
d. Copies of receipts, releases, joinders and
approvals of formal or informal 'accounts ma~.be.f.i1ed with the
Cerk of the Orphans' C,ourt and may be ,~\; 'ached ~~\.!=-hil? report.
'-. 'u........ ~
Da te I ,1,n/CJR
S~gn t
.
,
'on F. King, Esqui re
Name (Please type or p,,\rl~.nt)
hOO N. Second St., 5th F
lIarrisburg, I'A 17101
Address
....;
,
r,
(717 I 2:ih-llllOO
Tel. No.
.:.3c-:;
personal Representative
Capacity I
...,g._,counsel for personal
representative
(HAHlrmt/AM3)
Rv-27
'.