HomeMy WebLinkAbout97-00020
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WilLS)
1'011 DATES OF DEATH AnER 12,~'1I91
CHECK HEilE IF A SPOUSAL 1'1
POVERTY CREDIT IS CLAIMED
- '. -.'.,. .- ""-
FILE NUMREI1
~ I 1997 0020
COlll"I'{ CODE 'IEAI1 NUMBER
--------~~_._....__._---
.'.. .'._'...____.._.._'.._<<<_____'____0.__
cOMMoNwrAL 1 H or rum'.iYl V^Nli\
tH:rilrnM[Nl or' n[\/[NlJl
nLf'T.nuLiOj
tIAf-Hw..>n LJRCI, P/\ \71 ~8-,Jj;,1 \
DECEDENT'S NAME (LAST, fiRST, AND MIIlIlLF (1'lllII,11 IILCElJLNl''' COMPI.ETE ADIlHE,;S
Burdette Samuel c/. lOOO 'l'rindle Hoad
SOCIAL SECURITY NUMI1ER--roAI-I.'clf'[JIAllI [!JAil 01 [JIm>! Carl]slC', PA 17013
401-32-9899_~L}1!~i!!%. D~![)1!1'JJO IA"~'ly 3.lll1l:Je..Fl"J!1d _County, PA
~iflA:,PA::i~~:l';/.;'y~,~:~('~'::,f" ":~~ ":\~' "" ( ['''ll~[ c~ ('lIHII:~lIMB~1 [~MO:T RECIIVED (SEE INSTf1UCTIONS)
1. Oligillul ROllllll 0 'J SlIpplolllonlal Rolurll ------0;3 RO!llainclot RolurIl
[J 4<1 rUllllo Itll(ll(J!i1 COtllPI(J(\W1O
(101 dat(1:! 01 dOfllll oHm 12~12-8.2)
ra G, Oooooonl Diml T(J\1l<110 0 ?, O(lcodfJllt MninloillUd n Living Tfll~11
(AII.cll copy 01 Will) (AII"cl, copy o! T(lI"l)
ALL CORI'Il;lSPONoeNCe AND CONFIDENTIAL TAX INFORMATION!SHoi.JllDBEOIRECTEOtO:
NAME COMPLETE MAILING ADDRESS
Pamela L. 1'lerita..9~_. 1600 Market street
TELEPHONE NUMBER Philadelphia, PA 19103
1- 215 585-5583
1, ~loal E9talu (Solwcllllo A)
2. Slocks allel Bonds (SoLmdulo 8)
3. C!o9oly Hold SIook/Porltl0l9hip Illlwu~)1 (5GI1. C)
4. Mo/1g<'lgos and Notas Hucolvablo (S0llOclulo 0)
5. CO~ll, B(\nk DOPOfHts & Mi(lC(.!llfltlU()II~ Por~jollHI
p(Opolly (Schodlllo 1;)
Joinlly OWllocl Propot1y (SCllOclulo F)
Ttanslms (Sclladula G) (Sclluclulo L1
Totul GrunD ASf,olr. (tolal LitlDfll-"l)
FUllOrfll ExpOngo9. Aclllllnigtr,llivo Custs,
MJsGolla.noolls EXpHIlSOfi (ScllEldulo H)
DobIs, Mot1gngo Liabilitios, Lio!l~ (SClloclulo l)
Tolol Docluclions (10101 LiIlOB 8 & 10)
Nflt Value 01 Eslflto (Lillu 8 fllHlllB L1no 11)
Charitable onr.l GOI/OfnrllOlllal BOqltO~Jlg (Sclwdulo J)
Not Valuo Subloct 10 Tflx (Lino12_tllimm lillO 13)
Spousal TrllnsfefS (flu dlll~5 u! de"ttl ,'!lilf n":HI-\14). Slit! (15)
InstlUl:jjons 'or flppliCIILlll f'i1f{;llIl\age llll p'\IJo?, (lfl"llld~
v"I~lJs from Scl1f1flulllK.Uf ${;hIHhJllJ M.l
Amount of linG 14 tnxablo 016% lalo (16)
(Inolude values lrom Schoclulo K or SCllOCllllo M,l
Amount 01 Uno 14 loxnblo nI15~.-(> rain (17)
(lncludo valllo9 lrom Sc;hoclulo K or Schudulo M,)
PrincIpal tnx cllW (Adcll<lX 110m Lill(!~ 'If" 16 Elllcl17,)
Croclits .'Jl'fI\lsal PO"'llrly Cf!.{(d PIIOI PnynlOlll!i DI~,OOlllll
20. II Une 19 is gr~mt8f UUlIl Uno 18. (][llOf 1110 cli!IUHJllc(J on lIno 20. Thifl i:l!110 OVERPAYMENT,
~ti.dkiW(l1f Vo" al. l.qu..tll1g .-rofuI1cl of you;-ov!re.~y"\.nl, .. '. .1
21. II Litle 18 ill gfOEltor UWI1 lillO 19. unto! 1110 (lillO/oileD Olllillfl21 TI1IH 1811W TAX DUE,
A, Entor tlw itllOIOsl olllhu balHI1CO CillO on lillO 21^
8. Enlo! tl1U lotul of 1I1l(J ~!1 (l!lel :':1^ 0111.111\1 ~lB TIII'l i~; 1110 BALANCE DUE.
Make Check Payable te: Ragl310r of Wills, Agent
ili!ll!'!!!!',!'i:I:I!,!! ../........ .. BE SUAETo'ANSWtR'ALL-aU-eSTIONS 6"NPAGE'2AND TO tiiWHE(;K MAT~ .'~.. .'."",
Onder penalties 01 porjwy, I dflclare OWlllHwo f-lXWl)IIl(JC! 1I11~~ I(allln, illGludlnq fH,;aornpOI1YHlq scl1odulo9 and slnlornonl9, and 10 lh~ b~S'I'of'~vk~owfedge
and bollol, 11191rqo, conllnl illle! cOlllplulo, I docl,Hllll1atll!l fOdi o'itnlll IWti bOOr! 111pntlod <'1111110 l1lillkfll vflhm, Dor-Imollon 01 proparm olhm Il1nl1 Iho p(JI!'lollal
roplo!lontnlive is bml(ld 0 r~ <11111\101 !IIBll()1 ~.~).~-~!~~J~L~.!Pl.\I.~.I~J\.~1--0~~Y.~.~(~~WI""'7~'r~-->r""___~_.~ "----:_________ __ 0_. ,"__ .~_,__".___...__o._ ________.
SIClNATUR[OrpUi~;(lNnL!.;p(IN';IIIUI"lfiIIIIN';HliU!Hj "IiII>!1 ,. Ii'-' .;..',~"'" ~\I.A l'I^1[ j.;, ;:
....., 7 . >' - ,,/ '...., f,ce f;ch;xl:;l (:,;tt~;l;r1C'ci ! JY ,;.'-( v ;"
~ /('1 ~ll1 [~ (4 i"<~ L/X.'!"(:,I'..d.'1,J~~___._____. ,~~t.'~_/ _
510NATLIRE OF PRfPM1Ul (HHUllIIAN f\U'Hll,lt1n ^ llVI 11III Hi! . [11'\1 r
DECEDENT
CHECK
APPRO-
PRIATE
BLOCKS
04
Lilllilud E~lnhl
CORRES-
PONDENT
6.
7.
RECAPIT- 8,
ULATION
9.
10,
11,
12.
13,
14,
15,
16,
17.
TAX 18,
COMPUTA- 19,
TION
,
(IUI (1,1\'1501 d/!dltl PIIIH tlll',!- 11 1';;)
Or,
Fodotal blaIn Tax RolUffl Hoquirod
8 Tolal NlHnbol 01 Salo DopoRll Boxm;
( I)
(2 )
(j)
(4).~_
(5 )
7 500.00
L_
45,267.17
None
---
None
)4 L280.16
( 6)
(7 )
None
None
(8 )
67,047. 3 ~_.
(9 )
~338.26
(10)
1,211.29
(11)
(12)
(13)___
20,549.55
46,497.78
46,497.78
(14)
O. 00 x .00
0.00
0.00
o.~ 00 x .06 t;
0.00
0.00 x ,15
0.00
(18)
0.00
Intmost
+
(19)__
(20)
0.00
(211
(21A)
(218)
0.00
------.-
0.00
0.00
mSOOl
NHIlfo71l
] 600 Mo1rkc,t stxeot
'!;hnaeieij;FiIi'l;-Jifi' "'irjJlj3~~-~""'-"'----
CoPyrillhl rnrltl~ 511!lwMl.I (llll"" 1'I~4 Nrdu., Iflt. N'I.II'I"'" I
Mark E, Hilbert & Associates
LAND APPRAISAL REPORT
filii No, 9iU.L..._
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Ih>rroWlll :;_Alm1~.L.JJ.}qnl~tt.~,._..O:~.t,P 1;_~J__
l'IOPll't~ Al1l1r.'~ wt_lj,-2__Rlgg9..._AYJ:!1\'Y~_. ___
(,,, Q!lI.)J~ l.IL.. . ..._...._......__..........
Legll 0llCll1111011 ^t:t:_(!~M_9..,.~_._____ __.___,
fo,lllPmll 5 ~St8t.~t_.___.__O.t.oI5'" Nh\____
Cll,,,lllllllct 119..
MIllR,I"lnClI
______ r. O<lllly G.\,1ml?~ rJp-JH:1
Silt' rA_.~_________ llF' Codfl 1.1QlLR.__
IOln!lIf't1
---....-..-- ....----...----r.;j-...-.-.-.--'Fr'----
___ yr. f'lope.ty H'Qhl' "-pp"'led lAJfl. DLII"hold LJDI Mlf\lml. pun
I\cluel flul hlelll lUll. . ....._.___....._.__.1111 l0111 r.1'llgU to belllln by nile.' .._. . .__ _ 00'11' ulu tOlltOn'On, .______.____~_..~__
l,roder/Ch'"1 rN~LItl!J1UruJiLDepa~.tm!'!n!=. ... .__. .. _~_._..___Add'll" Q,{!I!l.R.llilLrA.J,lQ11___________H
OcrllP.nt y.~S1!ll.t_J~!lq__ Applll.ftr ~rk_.LUJJ:_pert_____, In.ttuclIone 10 AppIII", .f,~lr Mark~MUe _.. __
LOC.II('U1 kJ U,b.n ~ Suburb.n LJ 111.1I.1
{!lllll.up fJ Oye, 16,. ~__ 26'lb 10 1I;l'llo 0 UI1dflr ~li'"
N Olowth fI.l. 0 rullf O.y, fJ A'rid K Study [J Slow
E l'rD~rt'l' V.luU R. Iner",'ng Xl SuLI. j Oedinmg
I (lflrllllldmuppl'l' .. !1holtlQ' rX1ln a.I'nc. 0 OyoreuPpl'l'
M.'kol,~ Tlmfl 0 Undll 3 Mot 00 4.6 Mo. 0 Over 6 Mal
G PI...nl L.no:l lite !iQ._ %, Fmly Q.~.~, 2.4 !'.mil.,. Q2__ '!I, Apt.. QL % Condo Q.L % Commercl.1
H 9.L % Ir'ldut\ri.1 __ % VlClnt ~ % Va~UJ!..I1g
a Ch.noe In "r..lnl Lind Un [X]flol Likely tJ Lik.l.,. I'l 0 T.lo.lno Pl.e.l'l
o ,., '<om ~Li!,wl ToIWBidentia.l._.
R Pledomlrllnt Occup.nc'l' [K] Owne, IJ lIn.nt __ % V.c.nt
H Slfllll. F.mll.., Price R.ng. S 65 , 000 to. 195.000 Prtdornln.nt V.lue' ,l..2.l.Q.~
o Slnglll f'.mlly Age ~_ 'I'rt.lo ~ 'Ire. P,edomln.ntAg. 25 'I'll
o
o
[mploynlftnISt.blhl'1'
Convenllll1clltoEmploym.nl
Conv.nl.ne, to Shopping
Conyenlenceto Srhool'
Good AvO, "," Poor
DIXlDD
o 1X.1~ 0
DIXl 0
81 8
8IX.JRB
8~~B
BlXltlD
0000
Adequ.e.,. oll'ublle lr.rwpon.uon
Aec,lI.tlonIIF.clllhet
Arlequ.ey 01 Utlli!IU
Pr~p"t'l' Comp.hbllity
Protection 110m Detrimental Condillo",
1'0lleelrodfrreP,otec\lon
Oe",,.1 Appnrtnce nl PIOp"tl"
Appflll toM'fkot
Commentllnr.llldlnq thoUl '''lort, !tvor,ble 0' \Jnllv9I1ble, ,lfftotino m"kClllblllt'l' (e,g. p\Jbllc ptrk., .chool., ",iew, I1OI'el: Sublec.t...J.2rOperty
Rid~e Avenue,North ~~~wnship,Cumberland County,~lvania, .
is located alon~
JlmentlOnt ~ttached _
l.Dni~ cllu'llc.tion~ll~:L1!L _~
Highttl tnd but ute (i] Pr...nllAl U Othe, ItPlcllyl
Public Other m"c'ibel OFF sm IMPROVEMENTS ToIlOQrtph'l' Leve.!
[J Available Stilet Am.. IX] Public DPrl""le Size 0.30 Acres
o N~__. SU'I"eMacadam r=r- Ship' R.@c.tamzular
o T&.....he well M.lnten.nco {X] PubliC LJ Pr!"'.I. View Satisfacto.n..
S.n. Sewer 0 NQ!....Availabl D StOfrnS~w., !Xl Curb/Outlo, Ortintge b,P'Pears Satisfactory
o Und,rOlound Elec. &. hi, D Sicllw.ik 0 St,..l light. II the P,opelty 10c'lld In I HUD Iden1ili.d Splelll Flo~ HaltHI A,'" [i} No
COlnmllntlllov<x.tJl. 01 unl.",ortble including .nv ,pplI.nl td",.,.. ...ement., IIncrQfohmentl 0' othol Idv".. condltlo,..l: 1/+ X 20 1 Car block Rara2e
Dy..
. 2...:..30 ~. Fl. Of Ar.IU
PItHnt Imp,o\lomentl 00 do
U Co,nellol
donnteonIOlmlo,onIl'tiJregu!.tiorw
o
S
I
T Wlter
E
Eleclfieity
0..
-
The uno:lcu'lgr...,d 11.. leClttd tt.,u '!'ICent "lit 01 prOplrll" molt Ilmil" .nd proMlmlle 10 tUb,eet Ind hIt contlclefed IMIlIO lhe merkll ,ntjy.I.. TN dltcllpUon lncludn e dollll tdlut1ment
rellecling In.,ke' ruction 10 thOle Itern. 01 .lonlllc.n1 "'trl.tlon behtoon lhe .ubjeel .nd eomptr.ble plOperllOO. II e lignlllc.nt item In tho eomptt.ble PIOpel1y II luptllor 10 or mo,.l,yo,.ble
th.n the lubjeClllrOPlIt~, . mrnUl H IdIUltment il mtde Ih\1I r~duclng lno irodielled v'llA 01 .ublect; II. .lgn1lic.nlltem In lhe comp.,lble i. inl.rlor 10 Of Iln I.YOflb!. thtn In. 'ubJ'cl
property, . ph,JI t ~ lldluttm.nt I' mid. thutlnetlulng lhe lnelle.tld y.lut 01 the lubleet.
M ___.....!!.!'!-.1.
A Addr...
R__.
K .efOJ(lmil""..!2.i.U.!!.i!.sL-~~
E .S.I"rlice fEst.m____,
T _Prle. $
.Jl!J.'.",,, Iosoection ..Q.,J',M,~. C,P,M"k" ,~Jhl'.JL...t,
~.l:~!. +f:l!..~
A 0.11 01 S.I. .nd OE"SCflIPTlON ._ OESCf\lPTION Adlutt;n.nl DESCRII'TIO~J Adlutlmlnt Df5C~I.PTION
N T'm.Ad'..'m." ._rZ-:Jl.:96__.. .'l..:.l-~ 5:1L:li
Lm",,,-. AverlUt!t__.__.. A ~.ra~._..._. Averaae OornetiHQQdod
A _~".M.w 0,30 Acres/AYlL 1,13Acr~Jl.LAy& -6 000 0,45Acres/Ay&-=.2 000 O,4~AcreJA""
L ...2eWK__ ]QL~mov~d....... J'!l..!:L@Il.):'oved ..:lQ.. OOQ_ .E~rc _Arom,v!l.d .:J._O, OQQ., .Arorr.ove!l
Y __ Elaotrlcltv ._ ~ilable Av~Ullbt!'.___~ _Ayailable Available
S _..wetD' 1:o.be well TQ_\1.LH!lJL._ __~_.~ .To be \I!!.a...~ -- "To'b;-Well
I _!im.!!DL__.1. Car qara~e .~.Q!1..!!.......~___. ....:ll.~000 None +2 000 J!9r.e ___......tZ.....000
S S.I..,."FlntnCIIlg .______ _ ___._ __
.:~:'::I.L __ Jj~:!1~fttf;;:'~~ '.14: 00c) .Qrl::%~~~~L -=10.000"- -~4'~;;...~ --:'t 4 000
lndlCllldV.lue NlJt'. 71.8 . ~t, .. Sl.1 NIt'. .9,1
. 01 ...b,." "._.._. _...I1ill.,~ . 5 500 <Trn'. ,.. 7 500 ",~.. OJ,' 14,500
R Commlntt onM.,k'l 0,1,: Pr.es~nt.1I-1.Qt does not QQffiP...tY-..!P Perc Test 8.n9 can no~ obtain buildiIaw. "~"'~'_
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SUBJECT PROPERTY
Lotll. Ridge Ave
Carl isle PA_,
COMPARABL~ NO, 1 COMPARABLE NO, 2
Lot#ll,Cold Spring Rd 161 Paradise Road
C.rlisle~_PA Carlisle PA
6 Miles 2 Mi,les
COMPARABLE NO, 3
1150 Longs Gap Road
Carl isle VA
4 Miles
.......1. 28 500
./ ..>..1.
_ .,+..ll~500
1'._lL.ioO
I.
~
- 4 .9.Q.Q
-2 000
-10 000
':~llliL!!ater/Sewer offic!l....lnf9.JJl1M.l1!\Ll1Qt.hing is ~!l~...f.m:. a
r:ommtnl..'ld Condltio~ 01 ^pP'II..I~ ThU-PKai~~~sumes a rnarkillble t l..tle.
minimum of 2 Years,
iIlPQit::fT..Qll\'- No~thji!JJ.<Heton.i9.ij;.wJ,p.!AUI9 did --nQ.LPs;'-;' P~tg_t~st ,
._--~----_..-
rill.1 Reconclllltlon: A).J.__~mD1l~f.l!hi.~.~=.rr~._fiQ.m_~iQ;~~3~.i~--;-~.-==___.
..-.---.---,.------
I fSTIMAlf Tlif M"RKf) ;Al UE, AS DHlNED, or~~~~~~-;;;..j\iiyJ-----'--~.-=.=.~- Illl to bI' $.000
."';:~~ ii~~' d ~ation .iiRLOOOj~\~':'~ '"'''''' """I"'b"'_"-1i1-;'-o;;;;,;;;;",.,;,~"" p""'"
fiIln.1
MCS, RICh.rd.on, TI( HiOSt 12UI GlUH1RJ
MC,gf'lMmIA2
'()8>> LAND APPRAISAL REPORT
Iile No 7.0529L.1
Ce~1 324'O-1i'g;;;;;iieleren;;;;-zg:'140867 :012
DOffower Estate of Samuel Jolly Burdelle
Prol'erly AUdles! LoI 9 Ridge Avenue
_ Cily Carlisle
L'DalDescrll'llon W17.448
Sale Price $ NA
Aclual R"I Eslale Taxes $ NA
. Lendor/Cllenl PNC
Dccul',"1 NA
Counly Cumberland
Sial! PA
IiI' Codo 17013
Dale 01 Sale NA
(Yr!
Luall Term NA y<s. Plol'erly Rlghls Al'l'ralsed [;.J foe I IL"'Ohold
Loan chalgos 10 he palll liy seller $ NA Dlher sales conce"lo", NA
Address 4242 Carlisle Pike, Camp HIli, PA 17011
Instrucllons to Appraiser
I De Minimis PU
Apl'ralser GOOfg. C. Claue." sr<A
locahon IUrlian ::<1 Suliurlian i Rural Good Avg. fair Poor
Buill UI' lOver 15% [yJ 25%to 15% I Under 25% Eml'loymenl Stabllily I I M I 1
GrowlhRale fully D,v. I : Rapid ~x1 Steady i I Slow Convenience 10 Eml'loymenl I M [
Ploporty Values lxJ Increasing II SIabl, 10"cllnlllg Conv"nlenc" to Shopping I I>~ I
Demand/Supply M Shodage 1 i In Balance IDv"ISUpply Convenience 10 Schools I M I
Ma,k"llngTlm, I I Und,r 3 Mos. ~"1 4.6 Mos. I Over 6 Mas Adequacy of Pulillc Transportallon I M [
PlesenlLand Use 35% 1 family %2.4 Family 5% Apls. % Condo 5% Commelclal R"crcallonal Facllllles I M I
% Industrial 65% Vacanl % Adequacy of UIIIIII"s I M [
Change In PlesenlLand Use I I Nol Likely I 1 lIk"l\, ('I MTaklngPlace(') Properly Compaliliilily I M I
(') flom Vacant Land To Residential Dev, Prolection from Delrlmental Conditions 11M [
Pr"dornlnant Occupancy WOwner 1 I Tenanl .% Vacanl Police and fir" Protection II M I
Single Family Prlc" Hange $50,000 10 $250,000 Predominant Valoe $ 95,000 General !,ppearance of Propelll"s I J M I
Single Family Age _n_e_IV yrs, to ..J pO YIS, Predominant Age 30 Yls. Appeal to Markel 11M [
Comm"nls Ineludlng Ihose factors, lavorable or nnfavorable, aflecllng markelablllty (e,g, public parks, schools, view, noise): Suburban location northeast of Carlisle
Boro In N. Middleton TOW!1~hIR,CarllslllLcumbe~end.County, PA,J,chools, sllopplngand churches are withln2-5 miles,
Olm"nslons 75'x175'x75'x175' = 13,125 Sq.ft.urAcres IComerLol
Zoning cla5slllcallon AP AgrlQulllllaiPreservatlon PIflS8nllmpIOV"menl, ~,<) do I I do nol conlorm 10 zoning regulallons
Hlghesl afld b"sl use t>:1 Plesenl use [>gOth"r (specify) 9L~~lIlJO.ll!1!l9JQlng property oWller for plottage. .
Pulillc OIher (Desclilie) Off SITE IMPROVEMENTS ITopo Slight Incline from street then declines at rear
t>:1 Slre"t Access >~ Public M Prlvale SI," 13,125 SF .. .. ..
! ] Sultace Macadam Shape Rectangular
I to be Well Malnt"nance M Public 1'1 Private View Average
I tobe $epTnk I-J Slurrn Sewer I jcurb/Gutter Drainage Average ...._... un . ... ....... un
I Und,rground Elect. & Tel. II Sidewalk II Sire.elUghls Is tha ploperty lonated III a HUD Identified Special flood Hazard ArfX}Nol IYes
Commenls (favcrable or unlavOfable Including any 'ppar"nl adV"fSe ea,mnenls, encroachmenls, or olh" adverse condnions): Interior lot on the south side Of Ridge Av.fJ
Just west of Fairvlew Ave In fIl. MlddletonTwp,..Based on the attaclled engineers report and site investigation, the I()tls,not
suitable for building and probably 1'.'111 not be untilllubllc, water and ~awer facilities are available, .. See attached reports. .Zonlng
Informal!Q.n of lan~ Dennis Br!!,hm, Codes Enforcement OfficerJ::L,Mlddleton Twp,
The ufldClslQned has racned three !eCcrrt sales of proper1ies most similar and proxlmato 10 subject and has considered these In the market analysis, The descrlpllon Includes a dollar
adluslmenl r,ll"cllng "arkat reac!lon In !hflSe n.ns 01 slgnnlCAnI .arlallon liatwcen Ih, solilocl and COOl parable pfOp'rtles. 11 a slgnillcanl nem In Ihe comparalile pfflperty Is ,uperlol
10 Of mal" lavcrabl, than Ih" subl"ct pr"pe~y, a minus (,I adlur,lmenlls mado Ihus r'duclng llie Indicated valu" 01 sulilecl; 11 a slgnnlcan! n"", In Ihe comparable Is kll8!1o! 10 O! Ie"
lavorable Ihan the sUblectpfoperty, a plus (+) adjuslmenlls mad" Ihus IllClBaSlng Ihe Indical"d value olllie sublect.
ITEM. SUBJECT PROPERlY u COMPARABLE NO.1 COMPARABLE NO 2.
Atldrm Lot 9 Ridge Avenue 1150 Longs Gap Road Lot 2, Rt 34 & Mt. Rd
Carlisle Carlisle Carlisle
~roxlmlty 10 Sublect
Sales Pllce
~rice
Data SOVfce
Date 01 Sale and
Time Mi'lslmenl
Localion
SII"Ni"w.
Ulllity
Building
COMPARABLE. N03 ..
108 S, Orange St
Carlisle
-5,000
-15,000
$29,900
$
CPML & Courthouse CPML & Courthouse
. DESCRIPTION I'H-)$ AdjusIDESCRIPTiON.. 11(--.)$ Adjust.
512/96 12120196
Equal Superior
4.36 acres -10,000 .46 acres
Superior -15,000 Superior
None +f,OOO None
34,OQO
NA
Average
30 aclaverage
Not buildable
1 car garage
$
$
CPML & Courthouse
DESCRIPTION 1+1-)$ Miust
5/17196
Equal
.4 5 acres
Superior
Equgl
.-10,000
_ .5,000
, -15,000
: -+2000
--T--------...J
$
$
IlIspectlon
DESCRIPTION
Sal"s or Financing NA Cash Cash Cash
Concessions
~i~tl:::~rJ~~\~I; 20,000L..;f'~";';1 $ 28,000
01 Sulllecl 500 ,II 6,900 6000
Commems un Markel Dale: Sale. usad ware Rurrounrling areas of N. Middleton Township and Carlisle BorOlrgh.
These sales were superior as to utility as they were suitable for construction of a dwelling, Adjustmems were based on market
extraction and/or judgement. Sales used were the best avaliable,
Commenls and Co"dlllons 01 Appraisal: The site Is Improved with a 16' x 24' concrete block garage The highest and .. ..
best use of the tract as of Mr. Burdette's date of death is its present use as a vacant lot or sale to an adjoining proparty owner for
plottage. Should public sewer and weter be Installed In the future, development of a single famlll' building lot may be pemlsslble.
Flnel Reconcillallon' The value rallge Indicated of land rang a from a low of $6,000 to a high of $8,500 with $7,500 estimate
considered reasonable. Date of Inspection: 6/30/96; Date of value: 11/26/96
I '\\~." TIlE MA""" VALU_, ?l0l1l.'., .f IU.JEef ,..,..n AI .f
Jj.>>-1~ J. ("' . c...L4<..wL.'",
Goorge C, claQer, sr~A
A llralser s
11128 1996 10 Ii. $ 7,500
I 1 Did I I Old Nol Physically Inspect Proptlrty
R"vlew Appraiser (If applicalile)
Gemgll Clauser
form LND -- "lOTAL 2000 101 Wlnrlows" app"lsal so!lware lIy a la mode, Inc. - I.BDD,ALAMODE
F'fICiTRUST
Jj;"ll 0 I ',lIU"U
TEL No, 730-2254
i ~.IO'UI: IU:O~
rWg le,,'!7 14:57 ~io,OlO P,02
MDW,ltO- 730 225411 2/ 5
..;/UIIJfI;;(i'}(" (lJea,nIM!t }J211/a'm,j (~,. (~~/()
^ I'MflPl'.t<IiINo\l, ({I(II(JK^1 II IN
^,ITClltNf.V~ Mm Cc:>UN,\~'.I,t.CJll' ^'" Lt.w
T~N 1::,;,\'1' HI(.11 STIO(U
CAlu,1S1 E. l't,NNSYLVANI^ 17U 13
T~~ 111P,l<rtf1ChrtON NUMIIF,~: iJ.l002197 rr"rIlIlN',
1?l7)i,H.H41
AugUDt 15, 1997
Billed throuqh 08/15/97
xnvoice number, 5922'00006'000 SLB
!Iwnuol J, Burdette, Sr. Estate
PNC lIank, N,lI.
'1'r"Il.l: Depar tmen t
P.O. Box 308
Comp Hill, ~^ 17011'0308
RE: E.tate Administration
Our "IN, 23'2002197
FOR I'ROFESSIONAL SERVICES RENIlllll\ED TIIROUGH AUGUST 15, 19n
12/0<:/96 SLD
12/03/96 SLB
12/03,/96 Pl.1
12/06/96 OLD
12/09/96 SLIl
12/10/96 SLB
12/11/96 PL1
12/12/96 Pl.1
12/12/96 SLIl
12/18/96 SLa
12/19/96 Pl.l
12/19/96 Sl.B
12/20/96 SLB
01/03/97 SLa
prepare for probatel Telephone conference with
.urvivinq .pousel Telephone conference with Trust
Off iccl"
Office conference with survivin~ spouse
Open file, cheok deeds I pull Will ~nd Powlr. of
Attorney, copies I Office oonference with Att01"n8Y
Bloom
Telephone oonference with Burvivinq IlpoulJe
Telephone conforence with eurvivinq spouse,
Telephone oonference with Trullt orOcer
Tl:'avol to and attond meeting with Tru~t Officar
in Camp Hi 11; Evaluation of addi tional matl:!r.1als
re estate, Correspondenoe with truet: officcr
kaview filal copy documents; Office conference
wi th Mtorney Blooml prepare pet.i tion for Let ton
and Informatlon Sheet
Draft correspondenCe to PNC I Copy documents; Hst
beneficiaries tor noticea, review m~o
Dr~ft memorandum to paraleQal
Corrospondence with eXQcutor
Revise Correspondence to I?NCl Offioe conference
with Attorney Bloom
Telophone oonference wit;h surv:l.vinq spouoe;
Ccrrespondcmce
Rosearch l"e termination Of trust
Telephone conference with ElCQC\,ItOtl I'r€lpare for
prObate
rt\r$tMIU:
(71711.H~~O
-,-
INllkNfr
nldwuf'mctw,cMI
,70 !'Irs
1.00 hra
.50 hn
, 30 hr,
.40 hrs
3,00 hra
1.00 hn
1. 80 !'Irs
.10 hn
,40 hra
.30 hra
.30 hra
.60 hra
.30 hra
PflClTRUST '
">!....I'l Ul '.IWnv
TEL No, 730-2254
, O"IiJ"III; lU:o:J
Rug 15.')7 14:57 No,OlO P.03
MOW~ 730'2254:. 31 5
...,ft.""r&m, !YJ(?(!''I'(kJ,I'!/. "ff{:/4~"1II<1 (~. (i~1-
A 111\t1Pt:"'SI"N"'l.~Hll.rll,,^'HIN
A"mIIN~,y~ ANCI COI1N$I..I.OI\.\ ^l' l,),w
TI:.N t,,,~,, H1Ul-i S'l1n:s'l'
<';NU,I.~t,~. r~NNNYI.Vo\.Nl^ 17013
TN!. IIlINTII'I<""WN NIIMI'.~, 2~.200lI97
Sam\lul J, B\lrdette, Sr. Estate
Invol.ce num.ber I 5922.00006" 005 SLB
01/0','/97 PLl
01/0~'/97 SLD
01/OS'/97 Pl.l
01/0~'/97 SL:a
01/13/97 SLB
01/14/97 PL1
01/14/97 SLB
01/14/97 WDP
01/15/97 PLl
01/15/97 SL!
01/16/97 Pl.l
01/16/97 SLa
)1/29/97 SLe
01/30/97 Pl.l
01/30/97 SLB
02/12/97 PLl
02/12/97 8Lh
02/13/97 PLl
J2/13/!!7 SLl'!
)2/14/97 PLl
Memo to Attorney Blooml prepare for prObate,
Office conference with Atto~ney Bloom, diary
r9ll\inder
To Reoi.ter of wills for Probate
AdvertilinQ qrnnt of letters, Corre.pOndenCQ to
PNC: memo to Attorney Blooml copy willI review
Hle
T'lollhollQ QQnial'ance with E!xecuLor, Render
opinion re rights of survivinq 'POUSBI Draft
memorandum to paraleqal re noticBe to
beneficiarie., etc., Correspon~ence with
beneflciarie. and oxeoutor, public NOLie.s
Telephone conference with survivinq SPOUI.
Offie. conferenoe with Attorney 81000\
<<e..arch re elective oharQ Of spoule; Office
conference with 8urvivinQ 6lpoullv r& estate mattera
Conduot reoe8rch On spollaal riqhtl as to family
eXlIlllption and taki.nq aqainst willI Draft Opinion
letter on saine.
Revise Correspondence Lo PNC ra wife's riqht.,
Corre.pondence to PNC with enclosurell
prep.ration of Notices to Beneficiaries and
certification; Con'eISPondencll\ to ij,ite. Run
Church, SalVAtion Army, Attorney General and I'NC
Render Opinion to executor re d.ist.dbution under
will; Correspondence re other matters
Corre.pondence to OPW
Correspondence wiLh office of Attornay General,
Correspondence wi th beneficiar1elll Noticl1IR of
Beneficial Interest an~ CertifiCAtion ot tilinq
~amQI Correspondenoe with DPW I.tate Recovery
Section
Review corre.pondencB from DPW
Correspondence to PNC with oopies
CorrQspondence with eX.C~~or
Memo to Attorney Ulaom, tlr,.ft lDtter t.o !'NO
Dralt letter to executor
Finalize Correspondence to Mr. Kramer
correspondence w1t.~ executor
Correopondence With Proofs of Publication to Mr.
Kramer
P1\GE 2
'Ir\I.I:IIIIU~'.
1/17120.,1~.1
-
~ilWMIlI'
(/17/ 14HR~O
--
INU""lT
mdwvll'mdwu,oun,
.20 hre
.40 hn
1,00 hre
.90 brs
.20 hra
. 10 hra
1.10 brs
2,40 bn
2.00 hra
.70 hrll
.10 hra
.60 hr.
.10 hrll
. 20 hr.
,10 hra
.30 hI's
.20 hrB
,10 hrs
.20 hra
.10 hra
PflCfTRUST '
~ml llli,lIIJ"O
TEL No,730-2254
: 6-15-97: 10:5,1
f 15 (j7, 14 :57 ~io ,010 P .04
~ug ,.' . .
llDW&O-< 730 2254: Ii 4/ 5
../It/l/(ld(l'H. r:Z;Mr,nk"i'l '/f~Y;':(f'I'IM eV'
II "M(H'l."tONf\ll,nlol.j'ORIITlON
A'nOI\N.Y.\ ANti C<HINSI:I,lOn~ AT l.Aw
TeN r....~I, HJ(;H SlXf,f,T
CA1U,',I.I,. P~NNSYI.vAN,^ 17013
T^x Ir'f.N'llftr,IT10N NUMlihll: 1.1.201121')7
(f'~/o
Samuul J. Burel.ete, Sr. tatate
InvoJ.oe number I 5922. 00006.005 SLB
Telephone conference with 8urvivinq SPOUSll re
check reed ved
Preparll tor and aUenCl meetinq with 8urviv.inq
IPOU8~, Draft letter to executor
Type let t,er to Mr. Kramar: copy encl08UrGS
~inalize correspondonce with executor
Telepbone conforence wit.h executor.
Office c:onfQrence with Attorney Bloom, update fUe
T~lephonQ conference with enqinQor re pore/prObe
teatint;ll Obtain infoxme,tion re lJewaqQ enforcement
offieQr fOf NOrth Middleton Town/lhip; Telephone
conf8renc:~ with 8xeC:uto.r:; Oraft memorandum to tila
T~lephone conference with surviving spouso
T~lephone COnference with Mr. Best (PNC Tru/lt
Offioer) I Update file l'eCord/l
Telephone conference with enqineer r.e re&l estate
IIlIpt!C matter
Telephone conference with Qnqinaer ro pere
testing for lot; Obtain subdivision plan re same
Pr.p~re correspondence to Douq ~rehm.
Correspondence with angineer ro recorded plan for
lot for pere and probe tlsting
Review correspondence from engineer rEi perc and
probQ t,estinq of real oltate parcel
Review correspondence from engineor re on-lot
septic capability evaluation
T.l~phone conference with PNC, Office conference
with paraleqsl re admini.trAtive mattera
COrr&spondence to PNC with copy of Deed nnd de~th
cer tit iell te
Correlpondence with PNC
Evalua~ion 01 co..eapondence !rom enqiuaer re
real e.tacQ matt&r.
Telephone conference with Burvivinq SPOUI.
Draft letter to PNC ra Enforcemont Notice
Evalulltion of IllllforcOO\ent. notioe troln Township re
undevelopod lot, Corr&spondl;U\Cll W,ith exOeUt~r re
8 &1118
Telephone confer~ce with 8urvivinq SPOuse,
Evaluation of. statuI of administration/ Telephone
conference with PNC
03/0li/97 SI.B
03/U/97 SLU
03/1;:/97 PI,I
03/1,:/97 SLB
03/111/97 SLl)
03/2(1/97 PI.1
03/2(1/97 SL8
04/0i!97 SLe
04/0e/97 SL8
04/15/97 SLa
04/16/97 aLa
04/17/97 PL6
04/17/97 SLB
04/18/97 SLB
05/06/97 SLe
05/08/97 SLa
05/09/97 PLl
05/09/97 SLa
05/19/97 aLa
06/05/9'7 SLB
:>6/09/97 PL1
:>6/0')/97 SLB
)7/09/97 SLa
PAGE 3
" 'HJ.'ltHUN~,
(711) ~H",I,W
j:"'C$IMIIJ\
(7171l4~.1 K)II
-,-
IN"'Il.',.
mdw~mdwo.l,'Hm
.20 hril
1.10 hrs
.SO nre
.10 hrs
,20 hrs
, 10 hra
.70 hI'S
.20 hro
.30 hra
, 10 hr.
.30 hr.
.20 hI'S
,10 hra
.20 hra
.10 hra
.30 hra
.20 hra
. 20 hra
.20 hrs
.20 hrs
.30 hro
,40 hr.
.70 hrs
P~'UTRUST
Xfll tly:MUWO
TEL No, 730-2254
; 6-1 a-97: 10 : 54
Rug 15,97 14:57 No.OIO P,05
MDW&O-< ?M 22a4: * 51 a
j,/ (ill.l IJI ,y,{'://
\ ",11 (J/~t.J(m" :.t'/(!(I~I(u.N'I;'/ 1'/';'''~f.1JM
tll'~mrUlllNAI. t ~ 11l1'UftMION
(~, (111(1
^,.mKN~,yS i.NII ('..oUN,W,I.I'oMS AT LIIW
TF,N &1'1' HK,II STRHT
CMI,I$LlI. I'IJ-lNSVLVANI" 17111.~
'l'AX In~NTII'II,A11(IN NIIM"EK: 2).2002197
SamUEll J, 8\l:ta6tte, Sr, Il.tate
Invoice number: 5922.00006-005 S~B
Telephone conference with PNC
Tnlephone Conference with executor (Ms. Coleman),
Prepare tor rao,l estnte sala
EValuat~on of ootate Account St~temont
Settlement preparations 1'9 1'80.1 estate 8ale
Telephone conference with PNC trUSt officer,
Administrative matterD/ prepare draft &Qreament
Of Sale
Open real ostato conveyance file, Draft Aqrooment
of So.18,
Finalize Aqreement of Sale for conveyanoe to
Wickard/ settlament preparations
07/1(1/97 SLB
07/29/'}7 SI.IS
07/30/97 SLB
08/1:</97 S~B
08/13/97 SL8
09/13/97 PL2
08/14/97 ilLS
BILLING SUMHAIlY
Stephen L, Bloom
Nighole 1., nrandt
Trioia L. Bailey
Corrina L. "Y8r8
W. Darren Powell
TerrAL FEES
19.30 hrs
.20 hI'S
1,00 hr.
$,80 hI'S
2.40 hra
31,70 hr.
165 Ihr
40 /hr
40 Ihr
95 Ihr
150 Ihr
R!S!RV!D FOR ESTI~T&D FUTURE SBRVICES
TOTAt. CHARGES FOR THIS BILL
TOT~L BA~~ NOW DUB
'l'tlANl< YOU
iAGE 4
TU.l'lIln~1
(m, ~~H>il
F^rM"MIlt',
(717) Z4J.1HjU
"-
Ilm'NtT
ImhvtKf'l1uJwn,conl
.20 hra
,30 hra
.30 hu
.10 hr.
.40 hra
1.00 hra
.80 hra
$ 4.428.50
3,184.50
8,00
40.00
836.00
350.00
..a_ _ .......
. 4,4a8.50
. 2,571.50
..............
. 7,000,00
-..-.......... -
. 7,000.00
\
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORnO~j FOR YOUR RECORDS ~
ifEV: i slij - EX -A F P - f o"F 97T -NoT iCE - -0 ji - YN'ti Eii i;: AN-C E - TAx. A-Ii' PRAYs E ;'lENT ~ - -Ai. 'rOWANCE - OR - - - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SAMUEL JFILE NO,21 97-0020 ACN 101
:/ /5,,(- /:.!
BUREAU OF INDIVIDUAL TAKES
INti[RIUN('E TAX DIVISIOH
DEPT. 280601
tlARRISBURG, PAl 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DtSALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAK
PAMELA L HERITAGE
1600 MARKET ST
PHILA
DATE
ESTATE OF
DA TE OF DEA TH
FILE NUMBER
COUNTY
ACN
PA 19103
ESTATE OF
BURDETTE
TAX RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.t. ISchedule Al
2. stocks end Bonds (Sr.hedul. 8)
5. Closlly Held stock/Partnership Int.r..t (Sohedull C)
4. Mortgages/Notls Receivable (Schedule OJ
S, C.sh/B8nk Deposits/Hisc. Parsonal Property (Sohedule E)
6. Jointly Owned Proparty (Sch.duh f)
7. Transfers (Schedull OJ
8. Tot.l A...t.
(1)
(2)
(3)
(4)
(5)
(6)
(71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expanses/AdM. Coatl/Hisc. Expense. ISchedull H)
10. Dlbta/Hortgagl Liabilitill/lilns (Schldull 1)
11. Tohl Deductions
12. Nit VIlul of Tlx Rlturn
13, Ch.ritlbl./Gov.rnnent.l Oequ8uts; Non-elected 9115 Trult. (Schedull J)
14 t Nit Val"e of Eshte Subject to T.~
(9)__
(101__.
01-12-98
BURDETTE
11-28-96
21 97-0020
CUMBERLAND
101
) CHANGED
7.500,00
45,267,17
,00
,00
14,280,16
,00
,00
(8)
)9,338.26
1.211,29
(11 )
(12)
(13)
(14)
( ,
-
lEW.lhl U UP lIt.tll
SAMUEL
J
DATE
01-12~98
NOTE I To ins~lr. proplllr
crldit to your lecount,
lubnit the upper portion
of this forn with your
hx pIYII.nt,
67,047,33
?n ,G49 ;5
46.497,78
46.497,78
,00
If an assessment was issued previously, lines 14, lS and/or 10. 17 and 18 will
reflect figures that include the total of ill returns assessed to date,
ASSESSMENT OF TAX:
15, Altount of L in. 14 _lit Spouul r.t. (15)
16. Altount of l.in. 14 bXlbl. It Lin.,l/Ch.. A rat. (16)
17. AIIQunt of Lin. 14 taxlble fit Coll.t,rIl/C11" 8 rat. (7)
18. Princip.l Tlx Du.
NOTE:
TAX CREDITS I
-----------~_. -------..
PAYMENl RECEIPT
DATE NUMBER
DISCOUNT (+ I
INTEREST/PEN PAID I-I
,00 H ,00,
, 00 X ,06,
,00X,15,
(181
AMOUNT PAID
.00
,00
,00
,00
~,~~:~~~~l~[: ~ _ .j~ J
( IF tOTAL DUE tS LESS THAN .t. NO PAVMENT IS REQUIRED,
IF TOTAl. DUE IS REfLECTED AS A "CREDIT" (CRI, VOU MAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTtON5, I
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
RESERVATION' fsbhs of deo.dents d~Jng on or b.fore Oito",ber 12, 198Z ~~ If 8n~ future Jnt.rut In the Glt8\. 11 tran.ferr.d
In POls.sllon or enjOYMent to Class 8 (collateral) b.n.flclerle. of the decedlnt after the YKplratlon of an~ Pltat. for
lIf. or for years, the CORMonwe.lth hereby e~pres.ly r..erve. the rl~ht to appraI.e and Ilse.. transfer Inh.rltano. Ta~e.
It the lawful CIa.. 8 (collateral) rate on any .uch future Intgre.t,
PURPOSE Of
NOTICEI To #ulflll the r.quIr._entl of S.ctton Z140 of the Inheritance and Estate TaK Act, Act 21 of 1995. (72 P,S,
Soction 9140).
PAVHENT, Detach the top portion of this Notloe and sub:tdt wJth your paYIII"nt to the Reg1lter of Wills printed on the reverIe Itde.
--Hak. check or .oney order payable to, REGISTER OF' HILLS, AGENT
REfUND (CR)l A refund of n tal( credit, whloh was not requllted on thll TaM. Rlturn, IlIaY be requelted by cOllpletlng an "Appl1catlon
for Refund of PennsylvanIa Inheritance and F.ltate TaK" (REV-1313). Applications are available at the OffiCII
of the Register of Wills. any of the 23 RevenuII Dlltrlct Office., or by calling the special Z4-hour
answllrlng lervlce nUlllberl for forllll ordering I In Penn.ylvanla 1"800-362-2050. outllde Penn8ylvanl" Ilnd
within local Hllrrlsburg area (717) 737"8094, TOOl (717) 77Z-225Z (Hearing IlIpalred Only).
OBJECTIONS: Any party In Intere.t not satl.fled wlth the appral.ellent, allowance or disallowance of deduction.. o~ al.e..llent
of tax (Including dl.count or Intere,tl al Ihown on thl8 Notice BUlt object within Il~ty (60) day. of receipt of
thh Notice by'
uwrUhn protut to the PA Oepartllllnt of Revenu., Board of Appellls, Dept. 2111021, HarrIsburg, PA 17128.1021, OR
~.electjon to have the ~atter deterMined at Iludlt of the account of the personal repre'lntatlve, OR
~~epp.al to the Orphan,' Court.
ADHIN
ISTRATlVE
CORRECTIONS I
Factual error. dl.cover.d on this aue".ent .hould hu !Iduf"oSled In writing tOI PA Oeparh"nt of Rlvenu..
Bur.au of Individual TIlXU, ATTNI POlt Anusllent kevl.w Unit. Dlpt. 280601, Harrisburg, PA 17128-0601
Phon. (717) 787~650S. 5ee page 5 of tn. booklet "Inltructlons for Inh.rltllnc. T8l( Relurn for a Resident
Dlcedent" (REV'IS01) fQr an AKPlanatlcn of adlllnlstratlvely corr.ct.bl. .rrorl.
DISCOUNT I
If any taM due Is paid within three (3) cal.ndar .onths aft.r the decedent's death, a fIve perclnt (S~) dllcount of
the taM paid 11 allowed.
PENAlTVI
The 15% taK aenllSb non-partlcJpat1on Jlenal tv h co.puhd on till total of the tllM. and Interut u.....d, and not
paid before January 18. 1996, the flrlt day after the end of th~ taM. aenelty periOd. Thll non-participation
penalty Is applalable In the ~a.a lanner and in the the sa.. tile periOd a. you would appeal the taM. and Inter..t
that has bun au....d u Indicated on thh notlc..
INTEREST I
lnteru, I. charged b.glnnlng with flrc:t day of dellnqulinclt, or nine (9) .onth. and one (1) day froa the date of
death, to the date of pay.ent. Taxes which bee... dellnqu.nt before January 1, 1982 bear Int.re.t at the rat. of
six (6%) percent per annu,. calculated lit a dally rat. of .000164. All tan. which becan d.lInquent on and sfter
January 1, 1982 will bear Int.re.t at a rat. whlch will vary frol calendar year to calendar y.ar with that rat.
announc.d by the PA Olpart.ent of Rlvlnue. Th. appliCable Int.rut rate. for 1982 through 1998 IIr.,
'!!!r IntllrCllt Rat. Dally Interut rftCtor t!J!r lntlrut Rat..! Dally Internt factor
1982 lOX .00DS48 1981 .% .000247
198! 16% .Ooorln 1988-1991 11:1. .000301
I?M 11:< .000301 1992 .% .000Z41
l.eS 13:< ,QOO3S6 1995-1994 '1% .000192
1986 lOX .000274 1995-)9'98 9X .000247
--lnter..t 11 calculated .. '011010111
INTEREST. BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. I'sued after the taM. b'ClO~11 delInquent _111 r.fl,ot an Int.re.t calculatlDn to flft.en (IS) days
beyond the date of th,"u"'s..nt. If pav..nt Is lade IIIft.r the Int.rut cOlputtltlon date Ilholft'l on the
Notlc., IKklltloo.1 int.r..t Milt ba c.lcul~tld.
,
,
(
FSTME OF SAMUFI. .I IlURDI,:rl'l': SR, DI~CJ-:i\SFD
(DII':f) II /2H/96)
LATE OF TilE TOWNSIIII' OF SOt HI I MIi)DLI~TON
CUMBFRI.AND COUNTY PA
WILL NO 21\)7.0020
. INVENTORY
COMMONWEALTH OF I'ENNSYLV ANIA :
:ss
COUNTY OF CUMBI\RLAND
LINDA .I LUNDBERG, TRUST OFFICFR OF PNC BANK NATIONAL ASSOCIA nON
EXECIJTOR OF TIlE ESTATE OF SAMUEL .I BURDETTE SR DECEASED HA VING
BEEN DULY AFFIRMED ACCORDING TO LA W DID DEPOSE AND SA Y THA T THE
ITEMS APPEARING IN THE FOLLOWING INVFNTORY ARE PERSONAL ASSETS
WHEREVER SITUATION AND REAL ESTATE IF ANY IN THE COMMONWEALTH OF
PENNSYL VANIA OF SAID DECEDENT THAT TilE VALUATION PLACED OPPOSlTE
EACH ITEM OF SAID INVENTORY REPRESENTS ITS FAIR MARKET V AWE AS OF
THE DATE OF THE DECEDENT'S DEATII AND TIIAT THE DECEDENT OWNED NO
REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA EXCEPT THAT
WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS INVENTORY
AFFIRMED AND SUBSCRIBED BEFORE ME :
THIS /d/''f DAY OF +7('(- /' , 1998 :
-LL__ ~---'+--- : ~4
. T~UST OF~ER - ~~
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PRIVATE BANK
PNCBANK
SAMUEL J BURDETTE 1102908
BAINS AND lOSSES ON .sAJJ;S AND OTHER DISPOSITIONS
~ Ull
3/10/97 1,500 SHS P P 8 l RESOURCES INC COMMON
PROCEEDS, 33,816,36
ACQUISITION VALUEr ~ 4 , 6 !t..Q...jj 824.27"
4/18/97 1988 FORD
PROCEEDSr 4,500.00
ACQUISITION VALUE, _ 4.500.2.lI .00
5/01/97 1987 CHEVY VAN
PROCEEDS, 1,000.00
ACQUISITION VALUE, 1,000,00 .00
5/09/97 1995 KAWASAKI
PROCEEDS, 5,500.00
ACQUISITION VALUE, 5,500, Q.l! .00
6/04/97 460,148 SHS P P & l RESOURCES INC COMMON
PROCEEDS, 9,099,12
ACQUISITION VALUE, 10.626 , 54 1. 527.42-
7/28/97 1967 flONDA
PROCEEDS, 100.00
ACQUISITION VALUE, 100,00 .0.0
10/02197 DEED TO
lOT 9 RIDGE AVE CARLISLE
PROCEEDSr 7,750,00
ACQUISITION VALUEr _ 7.750,00 .00
TOTAL GAINS AND lOSSES ,00 2,351. 69"
lESS GAIN ,00
NET lOSS 2,351,69"
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