HomeMy WebLinkAbout97-00030
PETITION FOR J>>JWnATE und GJ(ANT 01<' LETTERS
,lANE'!' I';, I.iIY No, L:.( f' (1''1 ' 3Q. n '''''_'''_
To:
Eslal/' qf'
also knuwn as
){egi'iel of Will, for the
_"'''_n, . . /J/'/w/".'d, ('ounly or (:lIl11bl!.rJ.'llcl..__ in Ihe
Social SeC'llrilY No,. I J I, ,Q:l, J~L5, Commonwealth of Pennsylvania
The petition of 11lL' nnde"igncd re'pectfully rep"',ent' thnt:
Your pelltioner(,). who is/arc IH yems of ag(' or older un the exeeIL.__QI__ named
in Ihe lust will of the abovl' dec('dent. datcd, ".m.""..''.,__~_"._Ha\'_&__,_, 19.J!Q.....
und eodieil(,) duted ,"", n "..___
~~.-__.._..~___~ -.._____,.. ,__. ______.. ,,_"'w.,..__~__.__
_,.M!!.tY.-1Q,,~.t~~,J!,oY,-,LLe<! ~lill' 4,~,J J ~%.u__"_".__,,,.
(stall' 1"1.'1(,'\'11111 l'it.:Htll<,llllll.'l'<", l'.g, f{,ll\o1i:llIIlol1, (ktllh of (lXCl'lllor, etc,)
Decendent Wll' domiciled at death in '.. ,..Cllm,b~.r.liJ~]c!__",,,_,_____ County, Pennsylvania, with
L.."!!'l:_ IlIsl famUll or principnlrelldence ul ,,,'- ",,4.LQ,Jlig St,ring R<!......Newvi lle. PA 17241
___...JY~f}1..YJ.~lm,S bQ!'.<.'... .T~'P-'" '", .,_c.._._____._.__~__.____._____,___~,_
(1bt "IICl'l, 1ll1l1lbcr Hnd 1I1l1lldpulity)
Deeendenl. Ihen .,,_~~,. "yeurs of age. died _,,, .......__"m_"J,1nUE.1J'.2.-._. 19 9'1
ut _, Swaim.J:[Q.iJJJ:1U~,\ULt eJ ..1"HlJU1LfiJ)j"i!llUiclLL,lli'"IiY.111c. PA 17241
Except as followl, de(,edl'nt did lIotmarry, WlIs lIot divorced and did 1101 have a child born or adopted
lifter execution of the will offered for probate; was noltl1e victim of n killing IInd WIlS never adjudicated
incompetent: ., _ _,____,_ ,,,_ __"....__'",_. '__.~_."~._.m__~...._~_,
Deeende1'll at death ownl'd property with e'timuted vlllues as follows:
(If domiciled in Pa,) All personal property
(If not domiciled in I'u,) Persollal propcrty in Pennsylvania
(If not domiciled ia Pa,) Personal property ill County
VlIlue of reul eltate in Pennsylvauin
sltualed liS follows: _''''_'______...__._,__''.__nm_'_____
$_ 360.0,00.00
$
$
$
WHEREFORE, petitioller(s) respectfully request(s) Ihe probnte of the last will and eodlcll(s)
presented herewith IInd Ihe gl'llnl of lellcrs.___....tJi.litllmen tarL~_..
(tcstarncnturYi Ildrnlniw!llioll (',l.n,; ndministralion d,b,n,c,l.a.)
theron,
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Jau ~_.~,c8ident/CEO
!1in lctllL,]]:.!.!!' t Services Company.
_..SuccesHor to FarnlerA Trust Company
Clllo_Iil:u:lL!ii).(h...s.trl'e t, Car li81 e , PA 17013
--______lli.::illi_
.. ---,---... ----~--
-------,-------
--~---.._--~-,-+ .....
. ___u.....,._u.._____
OATH OF' PERSONAL REPRESENTATIVE
~g~~T~N~::;A,I:.~;'~1ill(~~~,~~;)N_N,~YI.VA_NI~_ J ;;8
The petiliow:r(,,! a')(lve"H'l11('d swear(s) or affirm(,I) thatlhe Italements in the foregoing petition are
(rue IInd correct 10 the he,ll of the knoll'ledgl' and helid of petitioner(,) IInd that liS personal represen,
lutive(s) of the abo\'e dccedcnl petitioncr(s) will 11'('11 alld truly udmi is 'r Ihe eslltle according (0 law,
SWOIIl to 01 affirmcd and subsl:rihcd _~- ___. ____ - _ _,.. _ . ~
b.cf.orL....IfH'this. . .'...... filtl day of I ,III'll' F. HU1;,k,'I. 1'..r"..sI(L~Dtj.CEO-- i'
,- ... -. c!/\NU,~HY 1'1 (" Flnmtd, 1 Tru~L. ~~rvl<.:~~_C,lJJlllllill.\C !l
':4'll(J,r''iJ' (,,': _',_/i"tl/'-i'" 1 t:~It't'I,.!H(~(lr tp F(lrllll'n~ Tnui..Lj~i.2...L.~ I
\ /, II', '''I' l \, Reg/II/'I CilrLlfilc. l'A nUL] ,.________ ~
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r Olt DATEn OF DEATH ArlEn 1 ~t:HfUl ell!:!':H
IInu: IF ^ lIf'OUfJAL
POV[JIIV Cnf:D,/r tB~LAIMEO I..J
FILE NUMBER
2\ 970030
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
..wlt10T~~~ ~~7S'fE~U6~~~T.~)
DECEDENT'S NAMT (LASl, f1l1ST, AND MID[)LE INITIAL)
.~, .._LoY,,,J,an~t E,
SOCIAL SECURITY NUMOER
NII~OJ:ll
COMMONWEALTH Of' f>HINfl,,(I,VM~IA
C€f'ARTMENT OF REV!:NU::
OCPT ;'lllWJl
HARRISBURG. fill \ 7128-0<<>\
DATE Of.' OI'ATH
1 OAn O~ IWHlt
,G~IlH.jTY" (lODf., _ _ _Vl;.A,H
D[CEO(,N1'8 COMPLETE AOORfao
210 Big Spring Road
Newville, PA 17241
Couo', 21 970030
AMouNT"iIEc'fivF.D-'is~EiN91R'ucTION8)
._,._11,4,=03-:.~~15J. 01/05/97
SURVIVING llPOU51:'S NAME (IF M'FlUCAElLE)
04/08/01
SOCIAL SEClIfllN NlIMlU:R
0,00
[XJ 1, Original Return I' ,J 2, Supplemental Return r." "1 3, Remainder Return
I (for dates priOrlO 12 -12 - 82)
1.-.-.-] 4. Umttad Eslate ['~] 48;, Future Inlere"t CompromisD ! ' -, J 5, Federlll Estate Tax
, ' (for dates of dealh after 12.-12 - 82) Relurn Required
I [X.j 6, Decedent diad Testala l~ -~-] 7, Deoedenl Malnlalned a Uvlng Truel ",' .._Q__ 8, Tolal number of Safa Depoall
__ ____~.__'__h, (Attac~~y ofWlfI) _,__.__,__,__,~._. (Al1a,~~.Y..E!!~~~~"_.,___.,.~__._.__.~_.Bo!~.._~__~...__
ALL CORHESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUlD BE DIRECTED TO :
~cOMPi:8E-MAILlNGADDRESS ----.------------,--.
NAME
.. ....E1,Q'!ngiaITl~.stSery!gesc:;o,_ ... ,__ _".,.__.
TeLEPHONE NUMBER
(717)240-4504
P,O, Box 220
One West High Streel
I _~.. ......Q<!.[lls!j3!Pc^-=l19.t~....~.
None
---..-....-. .------- -'-'- , "...---..-----.-..-..--,
._v____,._,_.._____ __..,. __..__..._..___._..'"......__~_
1, Real Eslate (Sohedule A) (1)
2. Slocks and Bonds (Schedule B) (2)
3, Clouly Held Slock/Partnershlp Inleresl (Schedule C) (3)
4. Mortgages and Notes Reoeivable (Schedule D) (4)
~. Cash, Bank Deposits & Mlsc6:laneous Personal Property (5) ._._____.._.._._.~._..~..!~~ 26...
(Sohedule E)
6, Jointly Owned Property (Sohedule F)
7, Transfers (Schedule G) (Schedule L)
8, Tolal Groas Assets (IOIt1.1 \lnes 1 - 1)
9, Funeral Expenoes, Administrative Costs, Miscellaneous (9)
Expenses (Schedule H)
10, Debts Mortgage LlablllUes, Liens (Schedule I) (1 O)~_________?E?,2~
1 i, To,al DeduoUons ('01., line. 9 & i 0) (11) _______... 36,33.!:,33
12. Net V.lue of Es,ate (IIn08 minus line 1 i) (i2) ______,__ 360,74~,~
13, Charitable and Govtlrnrnenlal Bequesls (Schedule J) (13) _____~_ 346, 1,,gQ:.~?..
_._ __+~;.::~:;~;~;~~::~t(::r::;~:n~:~~6~~:~I~~~i3!~_.___ .....,___.,_____(i4) -====-~~=~~1~'-6?6:O~
See Instructions for AppUcable Percent on Reverse (15) 0,00 X ....Q~~ = .____..____..~...~..,,_ ,9..99,
Side, (hlc:lude values from Sohedulo K or Sohedule M,) ..---....-----..----.----
16, Amounl of Une 14 taxable a 6% rale (16) __"'_....,_~~~_.__.,_.Q...QQ.,
(Include values from Schedule K or Schedule M)
.._'....m..._....._'.'._~__~____...____."._._
~.....h.____,' .._..___._.,..________.,.,.__._
-None-
,----, -----
None
_~86,~19,8?
z
o
~
;j
t:
'"
<
u
W
0:
(6)
(7)
None
-------.---.
None
(8)
397,084,9,8.,
35,580,07
z
o
i=
<
~
Oo
:I
o
u
S
X ,06 "___._,__,__0&0_
17, Amolmt of line 14 laxable at 15 % rale
(Include values from Schedule K or Schedule M)
18. Principal tax due (Add lax from line 15,16 and from line 17)
19. Credits Spousal Poverty Credil Prior Pnymenls
0,00 + 0,00 +
u....." n,ul<l,62.6,jiO
(17)
X 15
2,193,98
(i8) .___.,,__.__2J9~,.9.!L
Disc(lUnl
0.00
Interest
0.00
(lQI
(20)
0.00
20.1' line 19 Is grealer than line 18, enler ttlt'! dlfffHenco un line 20 This is the OVERPAYMENT
lILJ
Chock hero it you IUb ro uestlng II ro'und 0' your overpn mlml
21 If tine 18 is grealer than line 19, enter thfl diffflrence on line 21 This Is lhe TAX DUE, (21) ". ..._"~_~.____,_.__ 2, 193,,~~..
A, Enter thalnlerest on Ihe belance dUll on line 21 A (21A).~___..___,__....__9.00
B, Enter the tolal of line 21 and 21 A on line 21 B, This is the BALANCE DUE, (218)". __~lJ...~~~~l3.,
;~.~~c~.?~~~~~_c P_~~~,~:'_~,~~~::.~~.~,I.~~~r,,~.t._~.~la.'.1...g....!~!:::;_. C,-'~;';~;.'-___.._ .__-:-_.._.__ ,__._,.., n, ....
BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANa TO RECHECK MATH
Under penalties o(perJury, rdil61ar-e-ihatl-hnv"eexaminecTihlS"return,.Tno.ludTrifTaocompanyinQ!io'hedule9AndBiatements, and 10 the b,.t 0' my knowledge and beller
It Is true, correct and complete. I declare that all real 05tllle has been reported at HUll market value, DeclaraUon 01 preparer other Ihan personal representatIve Is
~~~~. ~n-!!!J':lJ~_~~a!~~n_<?,!whl~_~.prepa.~er .haa any .kn~wlfl~ig~:_ . _ '_"___._,,_____ _~__ ___.__~m._.___.._..____.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Date
~:2~~~~~ET~~s:R~~~~~::~~~R THAN ~f~~ISE~A@~l~~O~ES~'LClJJ(IIJ)- .. ... ....--~u-SEPu.~~t~'JL -
,
---J.:':;;;~'':'''''''':;;;;:-':''::'::''
fWIlOEN'T OlOElli'N'T
SCHEDULE B
STOCKS AND BONDS
I
I
.,...---...--.-----...'''.----...---.....---
___..._._,___.~___.'....h.._..,_ ... .____
OOMolOH'M:AtU1(}1'''fNNlrtl~AHlA
''*<<'''TAHC! TAX"'1tJf\'j
FILE HUMBER
. n' ...... .}<t'1el E. L,<:>~ . . . .. . n___?~'~!..QQ~(J___,_______.__
.l~:~::;:rly--.~.~~~~~~ !IQhIO'.."NI:or.~IPm:~:;:~::~o.!~..O~.SDh!.~:l.~~~=~..~_=~-==.. VA~~ED~:~~~.
1, 400 Shares American Telephone & Telegraph Co, Comm, NYSE, DOD/sh $40,71875 16,287,50
2, Ex-Dlvide'1d, Item 1. 132,00
3, 1,000 Shs Bellsouth Corp, Comm, NYSE, DOD/sh $41,00 41,000,00
4, 200 Shs Lucent Technologies, Inc, Cnmm, NYSE, DOD/sh $46,00 9,200,00
5, 500 Shs SSC Communications Inc, Comm, NYSE, DOD/sh $52,71678 26,359,36
6, 110 Shs First Trust Multi-State PA TruslSeries 17, DOD/sh $455,50 4,555,00
7, 15 Shs First Trust Multi-Slate PA Trust Series 28, DOD/sh $685,00 10,275.00
8, 242 Shs Nuveen Tax Exempt Trusl PA Trust 51, DOD/sh $650,50 12,564,00
9, 6 Shs Van Kampen Merritt PA Insured Income Tr Series 76, DOD/sh $52,00 5,103,00
10, Dividend, Item 9, 119,65
11, 5 Shs Insured Municipals Income Tr Multi 54 Series 80, DOD/sh $628,50 3,142,50
12, 692 Shs Van Kampen Merritt High Yield Fund, DOD/sh $9,79 6,774,68
13, Dividend, Item 12, 50,16
14, 5,225,961 Shs Windsor Fund, DOD/sh $16,820 87,900,66
15, Dividend, Item 14, 1,097.45
16, 5,000 Par Chesapeake & Polomac Tal Cu, WV 7,25% 05/01/09 4,775,00
17, Accruad Interest to DOD, Item 16, 65.45
18. 1,000 Psr New York Telephone Co 6% 09/01107 903,75
19, Accrued Interest to DOD, Item 18, 20,63
20, 5,000 Par New York Telephone Co MTG 7,50% 03/01/09 5,000,00
21, AccrlJed Interest to 000, Item 20, 130,21
22, 25,000 Par US Treasury Notes 6,75% 05/31/97 25,'121,09
23, Aocrued Interest to DOD, Item 22, 164,06
24, 25,000 Par US Treasury Notes 5,125% 02/28/96 24,824,22
25, Accrued Interest to DOD, Item 24, 452,00
26, 25 Shs NCR Corp New, Comm, NYSE, DOD/sh $35,2812 862,03
----,-----. .._'_~__~__M'_".~_..______,__... ____._'..__~~M__..,.._~_.__._,~.~,_._..,__.,_,
._~- .~_"_...~.~_.._.__..._..____..._IC!!~.IJ!!!C).!_~,!~!.E!!.t!.~!~I.[~~~P..j!y!!!!,C).m_._,~__~__,__~.._~
(If more space III needed, lnurt additional shilts of .am. size)
_______286,919.62,
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y
BUREAU OF INDIVIDUAL
INHtRITANCL lAX IIlVI'iIOH
DIP!, .'s0601
IIARRISnURG, PA 111 ~8 ObOI
TAXES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
A~PRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
12'22-97
LOY
01-05'"97
21 97-0030
CUMBERLAND
101
C___ A~~~,~.t.~..15
MAKE CHECK PAYABLE AND REMIT PAYMENT Tal
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iIE\;: i 5-""7" Ei{ -A F p" - i iiF97Y - NoYi C E""O F - -iNH Eii'i f ANC E" T"i. x - A-P PR A- i SE;,fENT -; -A r. i: oWA'ifc E" iili -'- - - -.. - - - - - - - _..-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JANET E FILE NO. 21 97-0030 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
FINANCIAL TRUST
1 W HIGH ST
PO BOX 220
CARLI SLE
SVCS CO
/lA 11013
ESTA TE OF
LOY
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R..I e,t.t. (Schadule A)
2. stock. and Bonds (Schedule 8)
3. Clo,.ly Held stuck/Partnership Int.rest (Schedule C)
4. Modgage./Not.. Receivable (Seh.d~ll. 0)
S, Cash/Blllnk Deposits/Hisl':. Parson.l Pr'opedy (Schadul. E)
6. Jointly Owned Propor~y (Schadul. F)
7, Transfars (Sch.dula Gl
8, Tohl Assets
CHANGED
(11
( ~)
( 3)
(4)
( 5)
(6)
(7)
,00_
286,919,82
,00
,00
110,164,26
,00
,00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. f ul,.ral Exp.nses/Ad,". Cosh/Mhe, Expense. (Schedule H)
10. Debts/Hortg.~. Li.b1litia./Lian. (Schedul. 1)
11. Tohl OadueHons
12, Nat Value of T.x Raturn
13. Charitabl./Gbvarn,"ent.l 9.qu..t~; Nor.-el.ctwd 9113 Tru.ts (S~hedula J)
14. Het V.lue of E.tate SYbj.ct to T.x
If an assessment was issued previously, lines
reflect figures that include the total of 6hh
ASSESSMENT OF TAX:
IS, A,"ount of Line 14
16, AMount of Lina 14
17. Anount of Lina 14
18, Prinr:lpal rax Due
NOTE:
.t Spous.l
taxabla .t
t.x.bla at
r.te
lin.al/CI... A rat.
Coll.tar.l/Cl... 8 rate
TAX CREDITS:
-,--
PAYMENT
DATE
09-09-97
RECEIPT
NUMBER
AA242224
DISCOUNT (+)
INTEREST/PEN PAID (,)
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
fOR CAl.CULATlDN OF ADDITIONAL INTEREST,
35,580,07
757,26
(11 )
1I~)
(13)
1I4)
(9)
liD)
~'~~.""
(:', '~,
p. . . 't;,.
.1;,11.1.. '1' lit-III
JANET
E
DATE
12-22-97
NOTE: To insure proper
cradit to your account,
submit the UJlPar portiorl
of this form with your
tax paymant.
397,084,08
36,337 33
360,146,75
346,120,25
14,626,50
14, lS and/or 16, 17 and 18 will
returns assessed to date.
1I5)
1I6)
1I1)
,QOX'OO.
,00x,06.
11.,626,50 X ,15.
1I8)
,00
,00
2,193.9'il"
2,193,98
~_..
2,193,98
----
,00
,-._--,-----.._--
,00
--~.._-----_._-,...-
"_.....~.,....:~n____
IF TOTAL DUE IS LESS THAN 11, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAV BE DUE
A REFUND, SFE REVERSE SIDE OF 1HIS FORM FOR INSTRUCTIONS, I
AMOUNT PAID
2,193,98
TOTAL TAX CREDIT
----~ ---. ,---,-,--_._----_. ~..._..-
BALANCE OF TAX DUE
-,-_._--,.'--- - ----..
INTEREST AND PEN.
----_...----,._--,. --- .
TOTAL DUE
RESERVATION I E.tatu of deO.d.nt, dying on or belor. O.cuber, U:, 1982 u If any future 1nhlrut 1n the I. tat. iI trlln.hrrld
In pOI,..,lon ~r .nJoy..nt to CIa,. b (collateral) beneflclarle. of the d.c.dlnt after the eMP1ratlon of any eltat. for
IJf. or for year., thl Co..onw.allh hlrlby IMprll~ly reserve. the rJght to apprallG and ft'SI" transfer Inhlrltancl TaKe,
at the lawful Clan 8 (coUateral) rat.. on any such futurl Interest.
PURPOSE OF
HOTlCEI
PAYMENT:
REFUNO (CR)1
OnJECTIONSI
ADHIN
ISTRATIYE
CORRECTIONSl
DISCOUHT I
PENAL TYl
INTEREST I
To fulfill the requlre.entl of SlctAon 2140 of thl InherJtance and E.tatl Tax Aot, Act 21 of 1995. (11. P.S.
slctlon 9140),
Detach thl top portion of this Hotlce and sub.lt with your pay.,nt to the Register of Wills printed on thl reverse ,Ide.
--Hake oheck or loney order paYllb1e to I REGISTER OF MILLS J AGENT
A refund of a taK credit, which was not rlque.tad on the laK Return, ~aY be rlquested by co~pleting an "ApplicatIon
for Refund of Pennlylvania Innerltantl and Eltatl Tall" (PEV-1313), Application. are avallabh I8t thll Office
of the RegJstlr of Will., nny of the l3 RevenuI District Offices, or by calling the speclnl 24-hnur
onswerlng .lrvicI nUlllberl for fcr.s ordorlngl In Penn.ylvnnln 1-800-362-2050, cutsldo PennsYlvania and
.,ithln 100al Harrhburg artll (117) 787-80'J4, TOOl (111) 712-2252 (Henring Impaired Only),
Any party In Interut not satl.fied with the lIppralUllIent, 8110..anoo or d1sftl1owanco of deductions, or ullu..nt
of taK (Including discount or Interllt) ns snololn on this NoUne llIust ObjDct within SIKty (60) day. of rClcelpl of
thil Hotlce by:
.~wr1tten protISt to the PA Dlpart..ent of RevlnuCl, 8018ra of Appul., Dept. 281021, Harrhburg, PA 1i'128~t021, OR
~-.l.ctlon to havI the .ntter dltor.lnCld at Budlt of the account 01 the plrsonal reprl..ntatl~e, OR
--l8pp..1 to the Orphans' Court.
Factual ~rror. di.covered on thl. a'I.....nt should be addr....d in writlnn tOI PA Depart.ent of Revenue,
Bureau of Individual TIIK"', ATrNI Po.t Assess.ent Review UnIt. Dept. 280601, Hnrrlsburg, PA 11128-0601
Phone (117) 187-650S, S.. page 5 of the booklet "In.tt'u<:t1ons for Inherltnnce Tall Return for a R..ld.nt
Olc.dent" (REV-IS01) fbr I8n IlIplanntion of adllnl,tr.tl~1II1y correctable errort.
If any ta~ due 11 pl8Jd within thr.e (3) el8lendnr 1lI0nth. aftlr thl dlllcedent's dll8th, a flvl perclnt (5%) dl'count of
the tSK paid J. allowed.
The 15% tax allnuty non-parHolpatlon penalty It! co.puted on tit" total of thlll taM and Interut au....d, Ilnd not
paId before January 18, 19'J6, the first day after the end of the tall a.ne.ty period. ThIs non-Pllrtlolp~tlon
penalty I. appealable In the .aeo .anner and In the the lalle tl.. period a. you would appeal the ta~ and Int.r.st
that hal b..n I"."ed a. Indlcatld on this notice.
IntClr..t 1. charged b.lIlnnlng with flrtt day of d.llnqu.ncy, or nln. (9) Ilonth, an:l one (1) dlly fro. the dati of
d.ath, to thl dati of paYlll.nt. hlxu which b.ca.. dellnqu.nt before January I, 1982 bur Inter..t I8t the rat. of
11M (6%) perc.nt p.r annUl calculatod ....t a jally rat. of ,000164. All ta'o(" which beca.. dlllnquent on and aftlr
,January I, 1962 wIll blar Intor..t ot a rate which 101111 ~Qry fro. calendar yur to cnlendar year with that rate
announced by tho PA aepart'ent of Revenue, Th. appllcl8ble Intere.t rate. for 1962 through 1996 arel
'!.!!!: tnternt Rat. DallY Int.rost Fftctor Y.!!!.r !!ll.!!..!..!!....!!!!.!! Olllly Internt FMtor
1982 lO% .000!i48 1981 .% .000241
\9113 16~. ,OO04~8 1986'19'Jl 11% ,000301
1964 11% .000301 19'H 9% .000247
19115 13% .0003S6 19ff,'-1994 1% .00011)2
1986 10% .000274 19Q5"1998 9% ,000247
"Int.r..t I. calculat.d .. followlI
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAVS DEI,INQUENT X DAILV INTEREST FACTOR
.-Any Notlel l'Iued I8ft.r thl tiN beco.e. dlllnqulnt will rlfl.ct ~n Inter..t o~leulatlon to flft..n (IS) day.
b.yond thl date of the ,.I.....nt. If pay.ent I. lade after the Int.r..t co.putatlon date shown on the
HotJe., addltlDnal Intlrl.t IYlt be ealculat.d,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF JANET E, LOY
LATE OF WEST PENNSBORO TOWNSHIP
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for dlstributicn as per First and Final Account
flied January 30, 1998
Distribution
Market Value
Januarv 23, 1m
Dickinson College
Principal Cash
Income Cash
$ 181,286,:/0
986,14
$ 182,272,34
$ 181,286,21
986,13
$ 182,272,34
$ 364,544,68
Second Presbyterian Church
Principal Cash
Income Cash
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
$364,544,68
COI;! Basis
$181,266,20
__966,14
$162,272,34
$161,266,21
966,13
-----
$162,272,34
$364,544,66
The above distribution Is proposed In accordance with the terms of the Law Will and Testament of
Janet E, Loy, late of West Pennsboro Township, Cumberland County, Pennsylvania,
(f\) \ .
. ~\ '-_ ) H., i .
Ja F, Burke, President/CEO
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Jane F, B rke, being duly sworn according to law, deposes and says that she is President/CEO
of Financial Trust Services Company, the Accountant In the Estate above named, and that the facts set forth
In the Statement of the Reasons for the Proposed Distribution are true Td correct.
Jar" J btU\~L
J~ e F, Burke, President/CEO
Sworn to !"d Subscribed before me
this )~t day of January, 1996,
') /'
( (,/"'h j/. - { <-i,1;-'(
. Notary Public
Notarial Seal
Joan L Crowl, NOlary Public
Carh~lo ~o,ro. qllOlbOllilnd C:Cltlflly
My Comml:islon ElCf.llft1S April 'I,J. .?r'1:;'
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