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Socllll Sccurlt)' No. 1~7.t1J.247(,
l'ETlTION JiOlt I'IWIIATE 1111I1 GRANT OJi L.E'I"rEltS
No. ;)../- /qq{; - /0 ~4
To: ItCltbtcr of Will,
Couot)' of CumhcrhulIJ In thc
COnllllOn\l'Clllth uf pcnn,yh'lInlll
.:,hllc of ItUTU A, l'OLlNG
IIbo IUIII\\IIII' . IIccclI,cd.
The pelilion of the undersigoed reslll."<:tfnlly rcprescnls IlIat:
Yoor peliliooer, who is 1M ye:l!s of IIge or older. is IlIe execntor named in Ihe last will of Ihe llbove
decedenl, daled Angusl 2~, '19ll4. "I' ,./
Decedenl wus domiciled ul delllh in Cnmberlund Couuly. l'enns)'h'u!liu. wilh her lusl fllmily or priueip.11
residence at S 17 Third Strcel. Curlisle, I>enusyll'ania 17U13. C'.^',u':;'Ll- -t:(;~ l .
Decedenl, Ihen MU )'c,1rs ofnge. died December 12. 19%.nl Harrisburg.I>A.
Except as follo\l's, decedenl did uolmarry'. wus uot di\'oreed and did uol hnve n child born or adopted IIOer
execnlion of Ihe will olTered for probate; was nollhe viclim of n killiug nnd \\'lIS never ndjudiellled iueolllpelenl.
Decedenlut dC:llh o\l'ned properly wilh eslimaled vulnes us follo\l's:
(If domiciled in Pa.) All personul properly
(If nol domiciled in Pa.) Personal properly in Pennsylvuniu
(lfnOI domiciled in Pu,) Personul property in County
Value of real estate in I'ennsylvaniu
silualed as follows:
TOTAL
$9U.UUU.UU
$ N/A
$ N/A
$ N/A
$9U,UUU.uu
WHEREFORE. petitioner(s) respeclfully rcqueSI(S~~he ro 'lIe of Ihe last will nnd codieil(s) presenled
here\l'ilh and the gronl of leUelS teslamentary' lhereon.
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HAROLD S. IRWIN. I
3S EAST B1GH STR ET
CARLISLE PA 17UI3
OATil OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The pelitioner ubove-named SWC.11S Ihatlhe stalements in lhe foregoing petition arc true and corrcctlO Ihe
besl of the knowledge of pelilioner und Ihatus personal represenlative of the above decedenl petilioner will well
and truly administer Ihe estate according 10 lu\l'. /'
Sworn 10 and snb-.;cribcd ( -'
before me Ihis __ J2.t,h HAROLD S, IItWIN. I
day ofDF.CEMBER. 1996.
'-{nrl t,Jt\b.l;'N';~'" Vf~J;'({i
MARY ~ LEWIS Recis:er ' ,I/{,
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Eslaltc of RUTH A. l'OLlNG. Deccllsed
DEcn.EE OF 1'ltOBATE AND GRANT OF LE'ITEI~S
AND NOW, December ~, 1996, in consideration of Ihe petilion on Ihe reverse side
hereof, satisfactory proof having been presenled before me,
IT IS DECREED that Ihe instrument dated August 29, 19\t4, dcscribcd Ihercin be
admitted 10 probalc and filed of rccord as the last will of RUTH A. POLING; and Letters
Tcslamenlary are hcreby granted 10 HAROLD S. IRWIN,lIl.
MARY
'(~(1ul'klJtUJ (Ut\.. Uj. rr .}jutJ Ouv-
C. LEWIS 0 Register of Wills '
FEES
Probate, Letters, Etc. $ 200 . 00
Short Certificates $~
~~n%raton $ s. e e
$ 232.00
TOTAL $ 232.00
F~EMBER 18, 1996
HAROLD S. IRWIN, 111 (10 NO. 29920)
35 Easl High Slreel
Carlisle, PA 17013
717-243-6090
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WARNING: It Is IlIcgnlto dupllcllle this copy by photostat or photograph.
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COMMOHWEAL1HOF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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, Minnie Robbins
"'OfIMoU'l'w.u<<1~SI~~_'Cl~
1400 viewmore Drive Carlisle ,PA 17013
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.0-"-- Cremation SOCiety
of PA Cremator
.......'IIO.&Ol)Al"'~'AQUt'\' Crem
Carlisle
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OI.ClOI.NTIWMHI IIlSII"C~ ""1_""'"
517 Third Street
Carlisle,PA 17013
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13. To my grnnddaughter, Kathryn L. Gulden, my ruby ring, Lenox carouscl
horse, Lenox crystal heart pendant and II set of eight Lena Liu collectors' plates entilled
"Flower Fairies";
C. To my grnnddaughter, Amy M. Gulden, my "MOlher's" ring, silver heart
and rose pendant, wrisl watch and a sel of eight Lilly Chang collectors' plates enlitled
"Gardens of Paradise";
D. To my sister, Margarel L. Claylon, my Ihree Pucci oil painlings entitled
"Paris in the Rain", "French Village Slreet", and a Iloral painting measuring 36 inches by
24 inches;
E. To my daughler, Penelope G. Gulden, and my granddaughters, Kalhryn L.
Gulden and Amy M. Gulden, any home furnishings and appliances and any of my personal
affecls Ihatlhey may wish to retain, in Ihe sole discrelion of my personal representalive;
and alllhe
F. Rest, residue and remainder of my eslale I give, devise and bequealh 10 my
daughter, Penelope G. Gulden, my son, Richard D. Perrine, and my granddaughters,
Kathryn L. Gulden and Amy M. Gulden, share and share alike, or the survivor thereof.
4. I nominate and appoint Harold S. Irwin, 11110 be the personal representalive of my
eSlale, 10 serve wilhout bond. If he cannol or docs nol serve, then I appoinl Fanners Trust
Company, Carlisle, Pennsylvania, to be the substilute personal represenlalive, also wilhoul bond.
S. I suggesllhat my personal representalive relain the services of Harold S. Irwin, III,
Carlisle, Pennsylvania in Ihe selllement of my estate,
u-
IN WITNESS WHEREOF, I have hereunlo sel my hand and seallhis "29' day of
Augusl, 1994.
(SEAL)
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Signed, scaled, published and declared by Ihe above-named person as and for a last will
and testament, in our presence, who at said person's requesl, in said person's presence and in the
presence of each other have hereunlo sel our names as subscribing witnesses.
'tiu} /j~ L7 T(7 (ftIJL
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RecolCJsd Olllco of
Reg!~kr ot Wills
'96 Ole 17 P2:43
Oel'\<-:) .:' ~ ',l. Court
CUmberi811d Co., PA
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBEIlLAND
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._ HarQ1.!LS_Ir}LiJLlIL~ __- ~ . - ..--------.--- ---
b.lng duly sworn . ..___.__ .ccording to I.w, dopo... .nd ..y. Ih.I h. _.i.lL_thc_._____. - ---.-- -
execu_t.or ___________._ __ 01 Iho E.talo 01 _RutILA~ing
1.1. 01 ~a.l?li~le Borough _ ____. ___ _, Cumb.rl.nd Counly. P.., d.c....d .nd Ih.t the
'Ih' , . t d b him th 'd executor
WI In II an Inven ory me 0 y .___ ____ ___ __ .__ _ ~-- -----1 B sal
01 the entiro ost.lo 01 lOld d.codonl. con.l.ting 01 .11 tho porson.1 prop.rly .nd r..1 ..I.Ie. e.cepl ro.1 estale ouhlde
the Commonwo.llh 01 Ponn.ylv.ni., .nd Ih.I Ih. IIguro. oppo.ite o.ch 110m 01 Ih. Iny.ntory r.pr...nt It's f.lr y.lu.
.. 01 tho d.t. 01 d.c.donl's do.lh,
sw.Drn to
.nd .ub.crlb.d b.lor. mo,
1997
Carlisle, PA 17013
Addr."
O.t. 01 D..th
12 _
D.y
D~mber
Month
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INSTRUCTIONS
I. An Invontory must bo fil.d within threo month. .ltor .ppolnlmont 01 person.1 repre.ent.tiye,
2, A .upplement inyentory must be filed within Ihirty d.y. 01 di.coyery of .ddition.1 ...eh.
3, Addition.1 shoeh m.y be .tt.ched ., to person.lty or re.lty
4, See Article IV, Fiddcl.rie. Act of 1949.
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Invenlory of Ihe real and personal estate 01
RUTII A POLING
deceased
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1. Furniture and household personal property- value based on
appraisa1-------------------------------------------------- 3,07
2. 1988 Chevrolet Corsica automobi1e- value based on
1/9797 sale of car to Paul Snyder--------------------------
3. Salary Continuation Pension Benifit from the Board of
Pensions of the presbyterian Church (USA)--.----------------
4. Farmers Trust Company- Savings Account No. 1-335541- date
of death value---------------------------------------------
5. Farmers Trust Company- Checking Account No. 967149- date
of deathe value--------------------------------------------
6. Farmers Trust Company- Certificate of Deposit No. 110038-
date of death va1ue----------------------------------------
7. Farmers Trust company- Safety Deposit Box rental fund------
8. prepaid Funeral and Burial Expenses------------------------
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fOR OATIS O' DEATH AnlR 12/31/91 CHICK HIli
If A SPOUSAL
POVERTY CREDIT IS CLAIMED []
fill HUMBER . ..~.. ..--~----
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMO"W""" 0' ,,,,,,,,,,,,,.. (TO BE FILED IN DUPLICATE
OIP"RTMIHI 01 1l(~(UU(
,....,,~J:b, ~~f,\"060' WITH REGISTER OF WILLS) \cou<m CODE
DlCI0IN1~ NAMI IIA!ll, IlIl!ll. 10'.0 MILJDlt It~III"t] 111(1U1 H"." .'."'11"."'""."
poling Ruth ^ 517 Third Street
'~'~~I~U~~~U;;_~~_. ~~ .. 'r; ;'/~;'/ % \,,";~';"~"; (, Carlisle, PA 17013
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119 \. O,i9,.al R.lu," i 2. Suppt.m..'ul R.,,,n \ I 3. hrna,nd.. R.IU,"
(for dot II 01 death prior 1012.13,82)
o A. E,rn,IOd E,'alO ! I Au fulu" I.'..'" Cornp,arn,IO rl 5 hd..al E,'a" 10. R.,u," R.qu,,,d
(101 dole' 01 deoth oller 12.12.821
\Xl 6. Decedent Died Teslole 1 7 O(lt"denl Maintained 0 Uving Tlu\!
(Allach copy 01 Willi tAlloth (Opy 01 Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
UV.UOO [J.+ t1 'l'l
21-%-01044
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YEAR
NUMBER
21. If line 18 is greoler than line 19. enler the difference on line 21. This is ,he TAX DUE.
A. Enter the interest on the balance due on line 21 A.
B. Enter Ihe 10101 of linl 21 and 21A on line 218. This i, the BALANCE DUE.
Malee ChICk Payable 10: R.gIsl" af Willi, Ag.nl
BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO ReCHECK MATH . ,"' .
Under p..alHtI 01 porjury, I doclaro Ihall ha" ..arn,.od Ihi. "'u,n. 'ntlud"9 accarnpa'Y"9 "h.dul.. a.d .'alomo.", and 10 tho bOll 01 my knawl.dgo and b.Ii.I,
it ill 0, c rtel a.d carnpl.lo, I dotla" .hal an roal 0"01. ha, bo.. rtpor'o. a' truo maiko' ,alu.. D"tara',an of prtpa,o, a'ho' Ihan Iho po..a.al rop,o,onla'i,o iI
ba ct on I information a' which prepar., has any knowledge.
N '1#'0....'" "IL POI 'fTU'. '00"" 0'"
/L~'>L -, 35 EAST HIGH ST, CARLISLE, PA 17013 1rZI/97
ADORU!. DAn
_ 8. Total Number of Safe Oepolil Boltel
suite 201/202
.A.
Harold S Irwin III
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TnlPHON( NUMIU
717
243-609JL-
(II NONE:
( 2 I NONE
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(51 8_4, ,287 . B 2 .~___~.
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I. R.al E.'al. (Schodulo AI
2. Slack. and Ba.d, (Schodulo BI
3. Closely Held Stock/Parlne,.hip Inlerell (S(hedule q
..t. Morlgages and Notes Rettivable (Schedule 0)
5. Cosh. Bank Deposit' & MilCellaneou' Personal Properly
(Schodulo EI
6, Joinlly Owned Properly (Schedule F)
7, T,a"lo.. (Schodul. GIISch.dul. L)
8. Tolal Gran Aneh (Iolallines 1.71
9. Funeral Exp.n.... Administrative CosII. MiscelloneouI
hpon.o, (Schodulo HI
10. Debls. Mortgage liobililies. liens (Schedule I)
11. ToIo1 Oeduclions (total lines 9 & \0)
12. Net Value a' Eslate (line 8 minus line 11)
'3, Charitable and Governmenlol Bequesh (Schedule J)
'A. Nel Value Subject 10 lalt (line 12 minus line 13)
(Ill 9,122.16
(12175,165.66
(131 NONE
(\AI 75 r 165.66
NONE
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15. Spousallransfe,. (lor dotes of death alter 6.30.9A)
See Ins!ructions 'or Applicable Perclntage on Revet..
Side. (Include values ham Schedule K or Schedule M.)
16, Amount of line U laxoble at 6% rote
(Indude values from Schedule K or Schedule M.l
17, Amounl a' line 1A taxable at 15% ro'e
(Indude values ham Schedule K or Schedule M,)
18. Principal tOIt due (Add tOIt from lines 15. 16 and 17.)
19. Credi', Spousal Poverty Credit Prior Poymenh
+ -------
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(20)
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(16175/165.66
(171 NONE
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4,509.93
NONE
x .15:1
(18) 4,509.93
-225.49
Inter..1
Di.1counl
+ 22:>.49
20. If line 19 jl greater than line 18. enler Ihe difference on line 20. This is the OVERPAYMENT.
aD
(2114,284.44
(21 Al NONE
(21BI 4,284.44
Act #48 of 1994 provide. for the reduction of the tax rate.impond on the net value of tran.fer. to Dr for
the u.e of the .pou.e. The rate. a. pre.cTlbed by the .tatute will be:
e 3% (.03) will be applicable for e.tate. of decedenll dying on or ofter 7/1194 and before 1/1/96
e 2% (.02) will be applicable for e.tate. of decedenll dying on or after 1/1196 and before 1/1197
e 1% (.01) will be applicable for e.tate. of decedenll dying on or after 1/1197 and before 1/1198
e Spou.al transfer. occurring on or after 1/1198 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (...-) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make 0 transfer and:
a. retain the use or income of the property transferred, .......................................................
b. retoin the right to designote who sholl use the property tronsferred or its income, ...............
c. retain 0 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 considerationV If death occurred alter
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration~ .... .......... ..... ............ ... ................ .................... ............. ................
3. Did decedent own on 'in trust for' bonk account at his or her deathL....................................
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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B. To my grnnddaughler, Kathryn L. Gulden, my ruby ring, LenOK carousel
horse, LenOK crySlal heart pendant and a set of eight Lena Liu collectors' plates enlitled
"Flower Fairies";
C. To my granddaughter, Amy M, Gulden, my "Mother's" ring, silver heart
and rose pendant, wrist watch and a set of eight Lilly Chang collectors' plales enlitled
"Gardens of Paradise";
D. To my sister, Margaret L. Clayton, my three Pucci oil paintings entitled
"Paris in the Rain", "French Village Slreet", and a floral painting measuring 36 inches by
24 inches;
E. To my daughter, Penelope G. Gulden, and my granddaughters, Kathryn L.
Gulden and Amy M. Gulden, any home furnishings and appliances and any of my personal
affects that they may wish to relain, in the sole discretion of my personal representative;
and all the
F. Resl, residue and remainder of my eslate I give, devise and bequeath to my
daughter, Penelope G. Gulden, my son, .Richard D. Perrine, and my granddaughters,
Kathryn L. Gulden and Amy M. Gulden, share and share alike, or the survivor thereof.
4. I nominate and appoint Harold S. Irwin, 111 to be the personal representative of my
estale, to serve without bond. If he cannot or does not serve, then I appoint Farmers Trust
Company, Carlisle, Pennsylvania, 10 be the subslitute personal representalive, also wilhout bond.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, RUTH A. POLING. HEATIIEn A MoonE and GAY L. IRWIN, the lestator
and witnesses respectively, whose names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to Ihe undersigned authority that the testalrix signed and executed the
instrumenl as her last will and that she had signed willingly, and that she executed it as his free
and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence
and hearing oflhe teslator, signed the will as a wilness and that to Ihe besl of their knowledge the
lestatrix was, at that lime, eighteen years of age or older, of sound mind and under no constraint
or undue influence.
)
biZ:::
RUTH A. POLING
'i/'I1/,LJ {j mr!!tt
HEATHERA. MOORE
~~)<INr/dLI ~;<-
COMMONWEALTH OF PENNSYLVANIA
:55:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by RUTH A. POLING, Ihe testatrix
herein, and subscribed and sworn to before me by HEATHER A. MOORE and GAY L.
IRWIN, witnesses, this -Z9""'day of August, 1994.
NOTAAlAL SEAL
BONNIE L. COY\!. NOTAAY f'IlBUe
lIT HOllY SPllItIlJ6. PA CL'M8EI1WlO CO.
IIY 'COIIIIISSlON EXPIRES ocmBUl17, 19904
~X~~'
Notary Public
2
RlY.I50J EX. 1.,16,
~.'~.~
~
SCHEDULE B
STOCKS AND BONDS
COMMONWEAltH O. PfHN1y\YANIA
."'Hfl'tAHCI tAX Rt'UIN
IUIDIN' DICfDfHT
FILE NUMBER
2196-01044
ESTATE OF
RUTH A. POLING
(All prop.rty lolntly-own.d wllh RIght 0' Sunrl.o"hlp mUll b. dl"lol.d on Sch.dul. F.)
ITEM
NUMBER
DESCRIPTION
1. NONE.
TOTAL lAlla .nlor on IIn. 2, Roca ilulatian)
(Ir more space is n..d,d, in..rl additional sh..h of same &in.'
\
......,---_.~..._,v ",,,,., .!"_-~
VALUE AT DATE
OF DEATH
S NONE.
..."..... ,,'n '*
COMMONWIAUH 0' PfHNsnYANtA
IMHIlflANer TAX anuaN
IUIDINT OKIDINT
ESTATE OF
RUTH A. POLING
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
PI"o," Prinl or T I
FILE NUMBER
2196-01044
ITIM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
t. NONE.
S NONE.
(If mo", spOC' ;s nt.J.d, ins.rt additiona' .h.ts 0' sam. sin.'
"',.
ltY.I!Ql u. ICt.'f)I. ~.
J 'iC'
~,
COMMONW(AlTH 0' PfNN[l.YlYANIA
INHUIIANCf TAlIUIU_N
U$IDfNI D(CfO!NI
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
!STATE OF
RUTH A. POLING
FILE NUMBER
2196-01044
(All prop.rty lolnlly.ownod with Right 01 Survlvorlhlp mu.1 bo dlICla.od an Schodulo FJ
ITEM
NUMBER
1. NONE.
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Aho onlor on lino ., Rocapitulalionl
(II mar. space is needed insert oclcli'ionolsheeh 01 some sizl,'
SNONE.
FINANClA~'I-
TRUST CORP
Jnnllnry 10, 1997
Hnrold S. Irwin, 1\1
35 E. High St..
Cnrlisle, PA 17013
Re: Estate ofRulh A. I'(lling
157-03-2476
Dnte of Denth 12112/96
Denr Mr. Irwin:
In answer to YO\ll reqnest concerning acconnts owned, either separately or joinlly, by the above referenced decedent
and the balance in each acconnt as of the date of death, we have checked 0\11 records and are snbmilling the
following information in dnplicale. We SUgge5tthat you file one of these lellers anached to the Pennsylvania
Inventory forms (RCC) to substantiate the balance you report.
Certificnte 110038 wns opened 3110/95 for $55,000.00 with interest pnid 0111 mOllthly.
TIle vnlne ns of 12/12/96 wns $55,018.78. TIle reportnble 1099 illleresl for 199610 her 000 is
$3,438.03. TIle certificnte is registered 10 Rlllh A. Piling, nlone..
Sincerely,
~~
Doris Goodhnrt
CD/lAA delll.
310 ^,,~n I{oall . 1'.0. \lox 220. Carlisll'.I'A 17013 . (717) 2.13.RIXl3 or (717) 243-3212
-I.,I~IO '" fa" .
,.\llt.~~
...,~
COMMONWfAl'" or rfNNSflYANIA
INHI.IfANCI 'AX .nU'N
1IIIOINr DICIDIN'
SCHEDULE G
TRANSFERS
ESTATE OF
RUTII A. POLING
FILE NUMBER
PLEASE PRINT OR TYPE
2196-01044
THIS SCHEDULE MUST BE COMPLfTfD AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEfTlS YES.
ITEM DESCRIPTION 01 PROPERlY EXCLUSION TOTAL VALUE DE~D, 8PblE~~~t;W.\
NUMBERloc'ud.,narn. a"h.',a"'.'H. Ih." ,.I.'"",lh.p I. J.c.d.n'. J.'. a' ',anI'.', 01 ASSET ,INT. ~, (t:lIE!I,ESr,~
NONE
._-_.-._"._~... ._-----,,----.-.-
-~----.._------.,,- -..--.----....-- .......!_~~~J~!~_ ent!!_~.~~~_~__R_~~~~I~!~~I~~J.. S
(I' mat. Spoc. i. nNded. illse" additional 11...,. 01 some Ii,..)
NONE.
IIvnn I" 1'''1
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES PI.as. Print or Typ.
, . _.' ... ..-uJILEHU-MBER .---- U -
2196-01044
.._---_...-.,..._-----_.__.,-_.._.._.._~ ----
DESCRIPTION
COMMOHWI AtHt 01 PI 1H4!"",VAf4IA
umlRIIAt4Ct tAil II IUR"
R.I~I~~UI ~(~(~HH
ESTATE- OF .
RUTII A POLING
ITEM
NUMBER
A.
1.
_.-.---'~----------
AMOUNT
-------------.--.----'---.
Fun.ral Exp.nsuI
2,905.36
CUMBERLAND VALLEY MEMORIAL GARDENS
1.
B. Admlnhtratlv. COlli:
3. Fomily Exemption
Claimonl
Add,e.. of Claimonl 01 decedent's deolh
Sl,eet Add,e..
City
2.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Penonal Repre,entotive Commi..ion, HAROLD S I RWIN. I rr
195- 38 - 8289
Social Security Numbe, 01 Penonol Repre,entotive:
1997
Year Comminions paid
1,500.00
Allorney Fe.. HAROLD S IRWIN III
4,214.39
Relotion.hip
State
Zip Code
p,obote Fees REGISTER OF WILLS
232.00
Mlle.llan.aul Exp.nl...
65.00
10.00
25.00
Appraisal fee to Linden Hall Antiques-------------
Joy S. Zerance- Notary fees-----------------------
Register of Wills---------------------------------
TOTAL (Also enle' on line 9, Recopitulolion)
(II mar. spae. II n..ded, Inl.rt additional Ih..1I 01 lam. II...)
s
8.951.75
mllll''',,,,, .
tOMMONWUIIH Of 'INH"\v.&NIA
IHHllllAHCI 1101 IltUIN
IUIDINIOI(IOIHI
b SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L~A~IUTIES AND LIENS
PI. a.. P,lnt or TVp.
FILE NUMBER
2196-01044
!STATE OF
RUTII A. POLING
ITEM DESCRIPTION AMOUNT
NUMBER
1. BON TON CREDIT CARD ACCOUNT 46.97
2. P P & L- ELECTRIC BILL 43.00
3. UNITED TELEPHONE CO. - PHONE BILL 20.44
4. MOFFIT PEASE & LINE- MEDICAL BILL 60.00
TOTAL (Also .nl., on Iin. 10, R.copilulalion)
(IF mare space is neecleel, insert additional shefs 01 some size.)
$
170.41
ESTATE OF FILE NUMBER
RUTH A. POLING 2196-01044
1I'1'ltI,1I1 U"I
ITEM
NUMBER
~'~9C1
_:~Uw1
(O.......U.......I...'lHOf "'.11"'_.'.-"
IHHIllt"HCI 'AI ."UIN
InlOlH1 DIUD'HI
I
SCHEDULE J \
BENEfICIARIES__ __
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
_~__~_..___m_..._.-'~..."_..' -- ----- ----
A, TaKable Seque,":
I.
PENELOPE G. GULDEN
1400 Viewmore Dr.
carlisle, PA 17013
KATHRYN L. GULDEN
1400 viewmore Dr.
Carlisle, PA 17013
Daughter
Personal property
and 25% residuary
2.
Granddaughter personal property
and 25% Residuary
3.
AMY M. GULDEN
1400 viewmore Dr.
Carlisle, PA 17013
Granddaughter personal propert
and 25% residuary
4.
MARGARET L. CLAYTON
41 Cardinal
Cedar Glen West
Lakehurst, NJ 08733
sister Personal property
5.
RICHARD D. PERRINI
Unknown address
Son 25% Residuary
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Gavernmenlol Sequls":
I. NONE.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS 1101.0 .nl.r on lin. 13. R.capitulalian)
S NONE
(If more 'pace II n,.d.d, Inllrt additlonal.h..ts of lame 111.)
_ ._ ....... _.__ d_. .
D 1 85086 COMMONWEALTH OF PENNSYLVANIA
NO. AA DePARTMINT OP RIVINUI
OFFICIAL RECEiPt. PENNSYLVANIA INHERITANCE AND ESTATE TAX
I
w-
....,...........
I
1
I
,
I
,
I
I
.l
I
,
,
,
I
I
I
L. fOlD HUI
I
t
,
t
.
,
,
I
"
I
I
I
RECEIVED FROM:
&
ACN
ASSESSMENT P:'
CONTROL iii
NUMBER
AMOUNT
HAROLD S IRWIN 111
101
.4.2B4.44
35 E HIGH ST SUITE 201/202
CARLISLE, PA 17013
ESTATE INFORMATION:
1:'1 FILE NUM8ER
~ 21-1996-1044
1:'1 NAME OF DECEDENT ILAST)
Ia POLING RUTH A
II DATE OF PAYMENT
m POSTMARK E
COUNTY
S5N 157-03-2476
IFIRSTI IMII
CUMBERLAND
DATE OF DEATH
1:
fa TOTAL AMOUNT PAID
$4.284.44
00
,.
"
REMARKS
HAROLD S IRWIN 111
REGISTER OF WILLS
RECEIVED BY >p,. ~ , /' /; tA-.J,.', P.14_
.f SIGNAll'RE / ,',.
MARV c. LE'WISd){,hV/~f!''''f'
REGISTER OF WILLS
SEAL
CHECKtl 3118
_..~. .--'- .._- ~---
-...- -.--. -- .~ --- - - -- ._- -
- ..- - -- --.- ---- ..- -_._-
. .-- --,- .-. - ..--
',..
1
-_I
-....,..,...-
Q.. _ I .T ..,.:..
,
-;......- :-+"---+'.-T-:"..)J'e
... ~. ~.. . ~ .
/'i-/'!.f -/3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, ,
L_
r.' (\. ~'"J1
'h;.~~'(' .:f
'~\:~r ~ ~~
I"r~'''''''
tJ.t!~.~ .t".4
8UREAU Of INDIVIDUAL TAXES
INIIIRIlANCl lAX DiviSION
DlPI. 180<<.01
ItARAISBuAG, PA IlIa-DbOI
NOTICE Of INIIERITANCE TAX
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT or TAX
"'.1,"'1111' tll""
HAROLD S IRWIN
STE 201 202
35 E HIGH ST
CARLISLE
III
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
0',- 21- 97
POLI NG
12-12-96
21 96-1044
CUMBERLAND
101
RUTH
Anaunt Renitted
PA 17013
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 ~
iiEV:is4TEY-AFi>--nl3":ij7Y-iioYicE--OF-YNHEiiii'ANCE-YAiC"APpilAisEHEiiT",--ALLowAifcE-oli-----mm------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF POLING RUTH A FILE NO. 21 96-1044 ACN 101 DATE 04-21-97
TAX RETURN WAS: (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Estoto (Schodulo A) (1)
2. stocks and Bonds (Schedule B) (2)
3. Closely Held stock/Partnership Interest (Schedule C) (3)
4. Hortgages/Hotes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hlsc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule f) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
CNANGED
HOTE: To insure proper
credit ta your account,
subMit the upper portion
of this forM with your
tax paYMent.
.00
.00
.00
.00
84.287.82
.00
.00
(81
84.2B7.82
APPROVED DEDUCTIONS AND EXEHPTIDNS:
9. funeral Expenses/AdM. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortg.ge Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/Gavernnental Bequests (Schedule J)
14. Hat Value of E.tat. Subject to Tax
B,951.75
170.41
llll
(12)
(13)
(14)
Q,111 16
75,165.66
.00
75.165.66
If an assessment was issued previously, lines 14. 15 and/or 16, 17 and IB will
reflect figures that include the total of Abh returns assessed to date.
ASSESSHENT OF TAX:
15. AMount of Llne 14 at Spousal rat. liS)
16. Anount of Llne 14 taxable at Lineal/Class A rat. (16)
17. Anount of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
01-21-97
NOTE:
.00 X .00=
75.165.66 X .06=
.00x.15=
(18)
.00
4.509.93
.00
4.509.93
RECEIPT
NUH8ER
AA185086
DISCOUNT (t)
INTEREST/PEN PAID (-)
225.50
4,284.44
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4,509.94
.0ICR
.00
.0ICR
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS TNAN '1. NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREOn" (CR), YOU HAY 8E DUE
A REfUND. SEE REVERSE SIDE Of TNIS fORH fOR INSTRUCTIONS.)
A
\!)
l"oI
:'-1
,-
Ii._
c..:
.1 ;--;
5(;
RESE'V.'IO.' E.I.t.. 01 d.,.d.nl. d,ln. on Dr b.fDr. O.c..b.r IZ. 10" -- II .n, lutur. Inl.r..1 In th. ..t.l. I. Ir.n.,.rr.d
In .D.....IDn Dr .nJD,..nt 10 CI... B l,all.t.r.l. b.n.f,,'.rl.. 01 th. d.,.d.nl .It.r th. .,.lr.tIDn of an, ..t.t. for
III. Dr far ,..r.. th. CD..onw..llh h.r.b, .,.r...I, r...r..' Ih. rl.hl to ...r.I'. .nd ...... tr.n.l.r Inh.rll.nc. ,.,..
at tha lawful Cla" a (collataral) rata on any such future Int.r.,t.
PURPOSE OF
NOTlCEl
10 lulllll th. r...lr...nl. 01 S.cIIDn 'I" of th. lnh.rlt.nc. .nd E.t.t. I.' 'cl. 'cl Zl 01 I"'. 17' ..S.
S.ctlon 91..0).
paVKENT:
O.I.ch Ih. 10. .DrlIDn 01 Ihl. .Dtlc. .nd .ub.11 wllh ,our ..,..nt 10 th. ...I.I.r 01 0111. .rlnt.d on th. r...r.. .Id..
.-Hak. chack or .oney ord.r payable to: REGISTER OF MILLS, AGENT
REFUND eCR):
. r.lund 01 . I.' cr.dll. which w.. nDI r.....I.d on lho I.. ..Iurn. .., b. r.qu..t.d b, cD..l.tln. on ..,.Ilc.llan
lor ..fund of ..nn.,I'Dnl. Inh.rllanc. .nd E.t.t. I.." I.EV'ISIS.. ..,llc.IIDn. .r. ...Il.bl. .1 th. Ofllc.
of Ih. ...I.t.r of 0111.. .n, of Ih. ,S ....nu. Ol.trl,t Of II c... or b, c.llln. Ih. ...cl.1 ZO'hour
an...rln. ..rulc. nueb.r. lor for.' Drd.rln., In '.nn.,luanl. I-"'-S"'Z"" Dul.ld. ..nn.,l.anl. and
wlthln local Harrisburg ar.a 1717) 7a7-a09~, TOOt 1717) 77Z-ZZSZ IHearlng I_palr.d Only).
OBJECIIO.S, 'n, ..rl' In Inl.r..t nDI ..II.II.d .llh th. ...r.I....nt. .llo..nc. Dr dl..lla..nc. of d.dUcIIDn.. or ........nt
of I.' 'Includln. dl.counl or Inl.r..t. .. .hDwn on thl. Holl,. ...t Dbj.cl within .1.1, "" d." of r.c.I.1 of
thll Notica by:
.-wrlll.n .rDI..1 10 Ih. .. o...rl..nl of ....nu.. BD.rd of ..,..1.. 0..1. "1"1. H.rrl.bUr.. ..
".I.,llon 10 h... Ih. ..II.r d.l.r.ln.d .1 .udll of th. .ccounl of Ih. ..r.Dn.l r.,r...nl.II...
"appul to th. Orphan,' Court.
17lZa-IOU.
OR
AOHIN
1STRATlVE
CORRECTIONS:
F.Clu.l .rrDr. dl.cD..r.d on Ihl. ........nl .hDUld b. .ddr....d In wrllln. 101 P' o...rl..nl of R...nu.,
Bur." of Indl.ldU.1 I.'.', '1'.' .0.1 ........nl ...1.. Unll. 0..1. ,B...I. H'rrl.bUr.,'. 171'.....1
Phon. (717' 7'7""'. S.. .... , of Ih. bDDkl.1 "In.trucIIDn. for Inh.rll.nc. ,.. R.turn for. ...Id.nl
o.c.d.nt- CREV-ISOI) for an ..planatlon of adalnl,tratlv.ly corr.ctabl. .rror..
OISC~T:
If an, t.. dUo I. ..Id within Ihr.. 'S' c.l.nd.r .Dnth. .11.r Ih. d.c.d.nl', d..lh. . fl.. ..rc.nl ('X, dl.counl of
the taM paid 1_ allowed.
PENAlTVI
'ho I'X I.. .....1' nDn...rllcl..IIDn ..n.II' I. cDopal.. on Ih. 101.1 of Ih. I.' .n. Int.r.'1 ......... and nol
..1. b.fDr. Janu.r, lB. I.... Ih. Ilr.t .., .fl.r Ih. .n. of Ih. t.. .on..t, ..rlo.. Ihl. nDn...rtlcl..llon
..n.ll' I. .....l.bl. In Ih. .... ..nn.r .n. In lho Ih. .0.. II.. ..rID. .. ,DU woul. .....1 Ih. t.. .n. Inl.r..1
thet ha. been a...,.ed a. Indlceted on thl. notlc..
INTEREST:
Inl.r..1 I. ch.r... b..lnnln. wllh Ilr.1 .., of ..lln...nc,. Dr nln. (., .onth. .n. on. (II .., fro' th. ..t. 01
...Ih. 10 th. ..t. of ..,..nl. ,.,.. .hlch b.C... ..llnqu.nl b.IDr. J.nu.r, I. 1"Z b..r Int.r..1 .1 Ih. r.l. 01
.1. "Xl ..rc.nl ..r .nnu. c.lcul.t.. .t . ..11, r.l. 01 ....1... .11 t.,.. which b.'... ..lln...nl on .n. .fl.r
J.nu.r, I. I'B' will b..r Inl.r..1 .1 . r.t. whl,h will u.r, IrD. ,.I.n..r ,..r to c.l.nd.r ,..r .Ith Ih.1 r.l.
.nnDunc.. b, Ih. .. o...rl..nl of ....nu.. Ih. ...ll,.bl. Int.r.'1 r.t.. for I'B' IhrDu.h 1..7 .r.,
~ Inhrut Rat. DallY Interut ractor !!!! Intara,t Rate Dally tnter..t ractor
198Z 20X .0005"8 1987 OX .OODZU
"85 16X .oooua 198a-1991 11;( _ODUDI
198" llX .000501 1992 'X .000lU
19n UX .000556 1995-199" 7X .00D19l
1986 lOX .000l7" 1995-1997 OX .000l'"
.-Inter..t h ulculatad .. follow':
INTEREST = 8ALANCE OF TAX UNPAID X NU"8ER OF OAYS DELINQUENT X OAILY INTEREST FACTOR
...., Hollc. I.'u.. .It.r Ih. t.. b.'O..' ..llnquonl .111 r.Il.,1 on Int.r..1 c.lcul.tIDn to flfl..n '1" ..,.
b.,ond th. ..t. of lho ........nl. If ..,..nl I. .... .fl.r Ih. lnt.r.'1 CD.pul.tlon d.'. .hDwn on Ih.
Notlc., additional Int.r..t .ust b' calculated.
OR