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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUM.ERLAND
ss:
1I"tty n. Witmer
10,01119 "uly HW"I' II . according to law, doposes and says that she __is the _Admilli_~tr~J;..Qr__.._
___ of tho Estate of __J1m:.th.~Bradley
I.t. of Nllrlh NI,ldl,'loll Towllship . .__... .____._, Cumberland County, Pa., dece..ed ond that the
wlthlll I. an Invonlory mado by . Bett,y J\,._.WJJ:.Ql<e.r.__.. ___... __,___,,_, the soid Administrator
of Iho on!irll .,Iot. of uid decedent, consisting of oil .the pOllonal prop.rty ond real eshte, except r..1 estate outside
Ih. C,Imm,,"w..lth of Pennsylvania, and thot tho figures opposite each item 01 the Inventory represent It's loir volue
os 01 th,l dato 01 decodent's de.th,
...SW'!..U!.....___~___,,_. and subscribed belore mo,
I'
:~32~ ,1;3, !1-Ijf;;;~____
Betty B:":~XIllKrX. Admi.!.!,,!o.
trl'''h
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. Jaoqu .oun." L..ornwtJt\u~I\)' NnlC\r'f f'UI/lil.:
, CarllRle Boro, CumbOltflnd Coun~c~.
My CommIssion Fxplms AU{~ 1 ~~~.1: ,j,~_
~flr- pw~~,,~~-~a1bf\OfNot:mas
Oat. of D.ot~ ____._.._lL____.__.______._11-_
DAY Month
,,2..lL\'.a}th Circle
...Q.aF_li81<e~A 17013
Addrtn
1996
Vur
INSTRUCTIONS
I. An inventory must be IlIed within three months alter .ppointment of personal represenhtlve.
2, A supplement inventory must be liled within thirty days of discovery of addltlonel ISsets.
), Additionol sheels moy be ottoched es to pellonalty or r.olty
4, See Article IV, Fiduciaries Act 011949,
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Inventory of the real and personal estato of
MARTHA .Jj..!....)~RAJ2.l"!::X-'--___._...._.__.. deceased
.~~~. ~.__...~-~---~--_."_.~ ---------~
_..........~._.~-- _._._~- -~---_.
1. Blue Cross/Blue Shield - Premium Refund. " . , . , , . 393 t~ 5
2. Silver Dollars/Jewelry - Appraised Value , , , , , 317 00
3. Farmers Trust Company - Checking Account 1/1273892. . . , . . . , 52,908 98
4. Farmers Trust Company - Savings Account 1/4-327847. . . 33,636 49
5. Farmers Trust Company - Certificate of Deposit 1/125973 . 12,016 82
6. Farmers Trus t Company - Certificate of Deposit 11125974 . , , , , 12,018 03
7. Paid Prescriptions, Ine. , The Medicine Shoppe ,., Benefits , . 69 59
8. The Daily News - Subscription Refund . . . . , . . . , , . 70 13
9. Main Street, Marklesburg Bora, Huntingdon County (real estate) , , 25,000 00
:I;OTAL . , , . . . . . . .. . $136.430 49
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COMMQNWYAI,JI\OII'MN,mVANIA
DfCl"AH "..h:;N, ~F frfVENUr
HARRIS Ilr;b.~~ri~ ""0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
f(Jn nAil :;01 OLAIH ArTEn WI!191ClllCK HUH"
If A'if'()U'iAl l"O-J
"9~l:lLtt0_~.fJ!_I.1..I'i S~l,.A.-!~JJL_. __ ____~~.____._
FILf NUMBER
REV 1500 EX . (7941
NAME
Ro or B. Irwlll, Esquire
TEl.EPHONE NUMBfA
717.2/,9-2353
1. Roal Estate (Schedule A) 1
2. Stock$ and Bond$ (Schedule B) (2)
3. Clo5ely Held Stach/Partnership :ntarest (Schedule C) (3)
4. Mortgages and Noles Receivable (Schedule D) (4)
5. Cash. Bank DepoMs & Miscellaneous Personal Property (Sch. E) (5)
6, Jointly Owned Property (Schedule FI (6)
7. Transfers (Schedule G) (Schedule Ll (7)
8. Total Gross Assets (tolallines 1.7)
g. Funeral Expenses, Administrative Costs, MiscellanE)ous
E)(penses (Schedule H)
10, DeblS Morlgage liabilities. Liens (Schedule II
11, Total Deduction$ (Iota I Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11 )
13. Charitable and Governmental Bequests (Schedule J)
14, Net Value Subiect 10 Tax (Line 12 minus Line 131
15. Spousal Transfers (for dates of death after 6..30"94)
Seo Instructions for Applicable Percentl\(Ie on page 2.
(Include values from Schedule K or Schedule M.)
16. Amount of Line 14 taxable at6% rate
(Include values from SchedulfJ K or Schedule M,')
17. Amount of Une 14 taxable at 15% rate
(Include values from Schedule K or Schedule M,)
18. Principal U.l)( due (Add ta)( from Line 15, 16 and 17,)
19. Crodils/Sp Poverty Prior PilymElnI~ Discourll
0.00 + 0.00 + 378,25
--- ---
20. If Une 19 is greater than Line 18. enter the differonce on Line 20. This is the OVERPAYMENT.
[KJ D [CheckJ;;'reliyou are reg~~~ . relund of your ove!p.yme~
21. If Line 18 is greatel than Lino 19, enter tho difference on Une 21 Thjs Is the TAX DUE.
A. Enler tho interest on the balance due 0n line 21A
B. Enter thli'l total of Linfl21 and 21A on l.11l0 218. This is the BALANCE DUE.
Make Check Payable to: Register of Wills, Agent _
. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE Z AND TO RECHECK MATH ~ ~
Undor pllnallles of pflfjllry. I d+1clarf' Ih1!11 havn n~iHTlIIlf!ct lhl!;-i'atllrn_ InciUcITnqiiccomprlrl"Y!ilg ~chaJlIlfI!I imd ~lalement!l.lInd 10 thf! besl of my knowllldge IInd beUe1.lt Is true,
correct Ilnd complolEl, I dflClllHI th.t' all w,11 osl~\f' hil!; bnnn l"pOIled illllUn millk(l! vrilul'l D"H:IHrdlion of pr(lratfjf ott1tH than the personal :flpre~"entallvlIls based on allln/(lImiltlon 0'
,!!hlch pt6flarer hil!lilny know'o~5~_::..___~___.,,___~,_~_____~._.._~"____.
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~1.97-()()]3
YEAR
NLIMflER
COUNIYCOD[
D
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DECEOfNT'S NAME (lAST, FIR~~T AND MIODL r INitiAl DtTF nUB': COMPtE 1 [ADDRe;';
", ,;b'u "ur" ."",""w u_ _-"c '" '''" ".h '" ,d ,
SOCIAL SECURITY NUM8ER OAt E OF DlATH 0-^lF or RInTI ( en r 11 s i 0 I.. P^ I 7011
]71,.1/1.9319 1~/3i/1996 ()h/~9/19()l1
County CUl1lbor land
(I: APPLICABLE.' SURVIVING SPOUS;;:; NAM"'i;:;;~T;-;-~S'f-~~~-;';;';-;;;-~;NITlAL'-T~~;;'-Ai';;'ECURITY NUMB""
X 1, OriginilIRotu~-'---E2, SUPPI~~~o-m~I'.R~~;~~'~-'. '03.
4. Limited Estate 411. Full/fa Intorflst Compromise
_ (for dates of death after 12-12..82) D 5,
[~6, Decedent Died Tes\i:lle [.J 7. Decedent MainWined tl Living Trust .......:1-._8,
m (Attach copy of Will) _ (Attach a c:.?EY...~.!nIS!) (~()
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFO~MATION SHOULD BE DIRECTED TO-:: i.:
"__ _..____._~~______~__ ...__, "1
\.()
.-.,;--
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AMOUNT RECEIVED (SEE INSTRUCTIONS)
0,00
Remainder Retwn
(tor dates 01 dealh prior to 12-13-82)
Federal Estalo Ta)( Return Required
Total Number of Safe Deposjt Bo)(os
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COMPLETE MAILING ADDRESS,
IRWIN, McKNIGHT & HUGHES
60 West PomfroL Stree8'
Carlisle PA 170]3 1'-
~:'j ,OOD. 00
None
NODe
NCr-to
111,430,49
1,..514,63
None
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(8)
140, 91.5 .I~
(9)
13,651. 83
(10)
1,210.70
(11)
(12)
(13)
(14)
14,862,53
126-,082,59
None
126,D82,59
(15)
0.00 X
0.00
(16)
126,082,59 X .06'
7 I 564.96
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(17)
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0,00 X 15 '
(18)_---Z..t264. 9~
Interest
0.00
(19)
(20)_
378.25
0,00
(21) 7 , 186 . 71
(21A)-- 0.00
(21B)__~~?~
SI,~,NATUAEOFf.ERSONRESf'ON~ill3l.~li-rrI.1N~,RErllRN " BoLty B. Wltmer
/:) to,iS1 l /1..--1-:-'1 ~19 FnlLh Circlo... ... ....
(,/U, t v(j.Jt.~~lP:..L.L Carlls!.~J.LJ..'A 17D13 _
"SIGNATURE OF P EPAREFl(1TI"R 1I<AN H,PRESENTATIVI I RWI N, McKN [GHT & HUGHES
//2 C~~,,-/S.({;~. 60 WnSL PomfroLStrnoL .......
_.._ _.__.__......~..~CilT~~~" I (: ,~_.lJJ2..i]_~__..
Copyright (e)l \l4f rm !lOftWillO only CPSy~;tHrTlil, IrK
01\ E
9~1
REV- 150HX + (lZfl81
COM rNOtl,W',W '1o/.e'i!jJjSYL,y AN'A
~~slbEN'i oEer.o1:Wf
ESTATE OF
Martha B. Bradloy
Joint 'enlnt{o):
A.
NAME
---
Iletty B, Witmer
B,
c,
JOlntly-ownld property:
SCHEDULE F
JDINTL Y -OWNED PROPERTY
SSII 17''.:..31;.93]~.zl]JL!.99..6____
ADDRESS
219 Falth Circlo
Carlisle, PA 17013
FILE NUMBER
2] .97.0033
RELATIONSHIP TO DECF.UEN'r
daughtor
-
ITEM LETTER DATE TOTAL VALUE DECO'S DOLLAR VALUE OF
FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSET % INT, DECEDENT INTEREST
TENANT JOINT
1 A 11/1992 Agreement of Sale dated 9,029.25 50,00% 4,5]1;.63
11/16/92 betwee~ Martha B.
Bradley/Betty B. Witmer and
Richard S.
Gutshall/Elizabeth L.
Gutshall/Gary X.
Gutshall/Connie J, Gutshall
payable in monthly payments
(amortization attached)
-
TOTAL (Also enle' on line 6. Recepltulatlon) Is 4,514,63
(If more space Is needed, insert additional sheets of same size,)
Copyright (c) 1990i form soflware only CPSyslems, Inc,
Form 1500 $chlldulo F (Rev. 12.88)
;2,-2./-97
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OllRnmfll1LR fllld l'lppurLOn/'l.neClf\ thorp-to npperUdlllnq
It hoing IIllclnrnLoorl atH1 lHlrp.otl LIlt"!; /1.11 plumhlng,
llof1UIH.l find r.lncLri{1 r,\xtllrf.lR lltHl AYRt.nmR
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oA well OA 011 permonelll: flxlllreA, LO(lol.hor with
nl:ol'rn floora, wlnc10wfi nll(l ,1wI11nqA, if nnYI f10rf1f!tlA
nnd Rll{H1(l~' <11'111'0 rnc1R alld f \ xl:llron I lllld ill!
1:I"f:H's, nhrllhhp.ry ,11H1 pll1nb'f !lOW in or oil Rllirl
promlRoR, un] CAR Apee.l r I en11 y p.xcp.pLcd i h I.hlR
^CJ I'op.m~n L, it fa inc lllc1r!d i.n the RR'] e A 1\(1 pll rCI\l\RO
pdee, nn<1 sholl beeonw I.be properl.y of IlUV~H at
l.ho Ump. of s~t.tlomnnt {lllll (lr:d.lvoI'Y of Ih('! Ooecl.
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nuvlms F'lgree to pny to SRI,IJERS tho R\lm
'1'1I01lS^ND DOI,I.,MB ($50,000), ill the
mllnner, to Wi!:l
of FIF'I'V
following
..
'rhe Bllm of TWO 1'1I0IlB^ND DOI,I,^HS ($2,000) ill
hanel po id, I:he. recel pI. whereof' io hereby
Acknowl odged, and t.ile bi\ 1 (Ince of FOR'I'V-EIGII'I'
'1'1I01W^Nll DOI,I,MS ($40,000) being' poyable over 0
perlo<1 of five (5) years logel:her wl!:h illleres!: aL
Lhe raLe of six (fi%1 per cenL, per allllllm, payoble
monlhl y:
4, SI~I,I,r:nR Agree 1:.0 prepnre itt Lh01 r own expellse n
Doed for the said pI.'Cm.lRr?R, conveying t.llle 1:0
nUVRI1S, l:hell' l1etrR' mid iHIRlgnR, In fel? Almplo,
rn~t1 I1llcl cloAt.' of il11 (l1\c\lInhritnCP,R, Rt1.ld nAI1c1 to
f~()llVPY .1 mr.on:IHlI\L"l>lo \.J1:10 to tho Alllfl pr('!mtRoR,
5, 'rtln pArt.ieR Agree t.hnt ROt.t 1 nmp.nt. for tho Rilld
propr- ;-1; Y nIHil I ho lnr1cln 11pOl\ pl1 YI1ll'" 11 I of Ih\ R
" In fl\ll,
^91'O(l III 0 11 I
fi,
POR~eRsion of the said premiseR ahAll be delivered
lo RUVRRR AA of tho dflt,Q of tills ^ql'f~nmp.nt.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INlifRITM4CL lAl< IJIVISIO~
OF:JlT, 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAK
APPRAISEHENT, ALLOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT Of TAK
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-07-97
BRADLEY
12-31-96
21 '17-0033
CUMBERLAND
101
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
(.: /
.. /
'*
R,W-l.H H UP (Qt.tll
MARTHA
B
I.------~~ou;:;t- R.MTtt.<1 ~~-:::l
~.:~:'~,_~~:u'~'~'_;._ ~.;~..~'~_~,:~~:~ ____......____J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REG1STER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWE.R PORTION FOR YOUR RECORDS ....
R"EV: i 5'4 i-Elf -Ai' p-" (03-: Ii 7 Y 'NO Y iCE - -OF - INH E if i i' A N-C E" 'fAx - A P PRAYs E;.iE' N 'r," -A L row AN-C E - cili - - - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRADLEV MARTHA B FILE NO. 21 97-0033 ACN 101 DATE 07-07-97
If an assmssment was issued previously, lines 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AlIlol.mt of Un. 14
16. Altlol.mt of line 14
17. AiIlount of Line 14
18. Principal Tax Du.
AMOUNT PAID' .l
7,186.71-l
-.----- -C[-L----
TOTAL TAX CREDIT 7,564.96
BALANC-E-OF'- TAX--iiuE-I--------:-OO
~_NT-E-~:~.~~~~~!Eitr"':.- : ~ ~
._,..__~__.____t~_.~~~~~_
IF TOT'AL DUE IS LESS TI~AN II, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST' SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schadule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Hald stock/Partnership 1ntor85t (Schedule C)
4. tlodgltgu/Nnta. ffoceivilbl.. (Schedulat D)
5. Cash/8ank Deposits/Misc. Personal Properly {Schedule El
6. Jointly Owned Property (Schedule FJ
7. Transhrs (Schedulu G)
8, Tohl Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fun.r~l Exp.ns.s/Ad~, Costs/Misc, Expenses (Schedule H)
10. Debts/Mortgage LiabilitiRs/Liens (Schedule II
11. Tot.1 Deductions
12. N.t Value of Tax Return
13. CherHable/Gove,'ntn8ntal Bequests (Schedule J)
14. Net V~lu. of Estate Subject to Tex
NOTE:
.t Spousal
hxable at
taxable at
rllt..
Lin..l/Clas$ A r.t.
Colll.hnd/Class 8 rat.
TAX CREDITS:
=~~~: 1--,~i(C-
L-_-----..L
DISCOUNT (tl
INTEREST/PEN PAID (-)
378.25
. .IF PAID AFTER DAlE INDICATED. SEE REVERSE
FOR CA~CULATION OF ADDITIONAL INTEREST.
(ll
(2)
(3)
(it)
(5)
(6)
(7)
(9)
(101
(15),
(16 )
(171
) CHANGED
25,000.00
.00
,00
.00
111 ".3Q....i2.
4,514,63
.00
(BI
13,651.83
1.210.7JL
(11)
(121
(131
(14)
.00
126.082.59
.00
X .00=
X .06=
X ,15=
(1BI
NOTE: To insure propftr
oredit to your account,
subnit the upper portion
of this form with your
tax p.yment,
140,945.12
Il,.A'? G'~
126,0112.59
.00
126,082.59
.00
7.564,96
.00
7,564.96
1-'
",'..
,r,
I
, , f) '~,
RESERVAnONI '!tabtl' of dleedent. dvlng on or b.fore a.ouber 12, 1982 ..' If ""iI future Intlrut' In th. ..tate It transferred
In POIs.,llon or onjov..nt to Cia.. 8 (oollateral) blnaf!olsrJ.. of tnll dlcldant afttr the IMPJratlon of any ..tat. for
lIfe or for Ylarl, the COIIIMonwlelth hereby 8lCpr811ty r...rv.. the right to apprah. and ...... trftnlflr Inheritance TfllCU
at till lawful Clau B (c101 ~aterl!ll) rate on any luoh future Interlllt,
PURPOSE OF
HOlICE:
PAYMENT:
REFUND (CR) I
OBJECTIONSl
ADHIN
ISTRUIVE
CORRECTIONSl
DISCOUNT I
PENAL TV I
INTEREST I
To f~1f111 th, requlre..nt. of Seotion 2140 of thll Inheritanoe ond Etltflte 18)( Aot, Aot 21 of 1995. <72 P,S.
S.oUon 9140),
D.taoh the top portJ~n of this Notice and subllt with your paYMent to the Regl~~.r of Wills prlntftd on th. r.ver~o sldl.
--Hllk. chlok or ~on.y ord.r payabha tOI REGISTER OF' HILLS, AGENT
A r.fund of II hsx cr.dit, whIch WtlS not r.quuted on the Ttlx Poturn, lII"y ba roquuhd by cOllpleting an "ApplIcatIon
for Rofund of Pennsylvl!Inlft Intllllritance llnd Eshdll Tax" (REV-1313L Appllcutlons l!lrlil l!lvallabl. at the Offlca
of the Reoistlllr of WUh, any of tha 23 RaYenU8 DlItr'lct Off1Q91, or bv nalltng tha speolal 24-hour
answering tervltlil nUllber. for foru orduln'll In Pennlylvo!lnla 1-800"362-20S0, ollhId. PQnnlylvanJa and
within local Hl!lrrhburg area (17) 787'8094, TDD. (71'7) n2-22!1Z (HIllring hpalred Only),
Any party In Inhrest not utlsfllild with the llPprlllulIIent, allOWAnce or disallowance of dlldueltIons, or aa....llllilnt
of tax (Inoludlng discount or Interest) as shown ~ thIs Hotiele Ilust Object within sixty (60) dayt of receJpt of
this Hotice by:
--written prohst to the Pol Illpartlllent of Revenue, Board of Appeals, D.pt. 281021, Hl!lrrlsburg, Pol 17118~1021, OR
...lectlon to have the Ilattar detarelined eot lIudlt of tha account of the perlonal r.pr.,.ntative, OR
--IIPPlal to the Orpheln" Court,
faeltual '"'rort dilooYered on thlll uI.lu.nt should bl IIddrus.d In writing tal PA DepartMent of Rev.nuI,
Buruu of IndlvJdual TaxIII, ATTHI po.t A.......nt R.vI.w Unit, nap\' 280601, Itarrlsburg, PA 17lZ8~0601
Phone (7171 787-6505. S.. paga 5 of the booklat "In.tructlon. for Inh.rltanca Tax Raturn for a R.a.ldlnt
Dtel.d.nt" (REY-1501J for an IlxplanatIon of adllnl.tratlv.ly correctabl. errore.
If l!lny tall dt.10 II paid within thr.. (3) callndar f10nthl aftar tha d.el.d.nt'li denth, a fly. p.runt (S;O disoount of
tha tax paid I. allow.d,
Th. 15~ tall alllnlaty non~partlolp.tlon p.nalty I. cOlllputad on the total of th. tax and Interlll.t e.f....d, and not
paId baforu Jftnuttry 18, 1996, tha flrtt dl!lY IIftar the end of tha \ax alllnutv p.rlod. This non-partJclpatlon
plIlnalty I. appulIIbi.. In th' .a.. llIanntr and In th. th. .... tl.. period.. you would ap~..l the tal< and Intlr..t
that hll bltn .......d a. Indlcat.d on thll notJu.
'lntar..t 11 charge" begInnIng with f1r.t d"y of dallnCjuency, or nlna (9) ftotlthl IInd one (l) dflY fro. th. dllte of
dleth, to the data of pay..llt. Tex., whJoh b.aa.. d.l1nqu.nt blfor. January 1, 1982 boar Inter..t at tht rat. of
.Jx (6in plroant per flInnU81 caloulated at a dally rate of .000164. All \!Ixu whIch blo,,, delinquent on and after
January 1, 11)82 will baar Intli\rut at a ratl which 101111 var~' frolll cal.ndar year to cahllMdar year with thet rate
announold bV the PA Dlpartlllent of R.v.nu., Tha applicable tntara.t rata. for 1982 through 1997 eral
'!!!r Interut ..f!!.1.! ~.!!!.!.!.tFft(ltor ~ Int.rut Rate Dally Intarelt fl!letar
1982 20% .000548 1987 " .OO02it?
1983 161: ,000438 1988-1991 11X .000301
1984 111: .000301 199Z .X .000247
1985 13;( .000156 1993-1994 IX .000192
.\986 10% ,000274 1995~1997 9% ,000241
u tnterut Is owlcull!lted o. fol1olol'l
INTEREST' BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~Any Hotlol lUlled aft.r tha hx bacolllU dlllnqucmt ..,111 r.flaQt IIn Inter..et calcull'ltlon to flftnn CIS) daye
bnond the dlllh of the I'I11II1I1II"nt. If pfty.ent II .ad. lifter tha Intarllt to.putat Ion d~tw ehown on the
Notlet, IIlddttlonal Intllrnt .\lst ba calculated.