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COMMONWEALTH OF PENNSYlVANIA' OBP"A1MENl OF HEALTH' VITAL RECORDS
CERTIFICATE OF OEATH
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INHERIl'ANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEAlTH Of PENNSYlVANIA (TO BE FILED IN DUPLICATE
DEPARTMENT OF REVENUE .
HARRlSm:6J~I~':",'!.~ol ".,. nm WITH REGISTER OF WillS) COUNTY CODE YEAR
i :~~;~:~::?J:~ /,~ MIODl~~;:~::i-DEA~" 99 [DA" <if '''1i;----~-I~~~~~! (~;:;7~~l-f(;;?:"4;'; ~
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[\J1', Original Return [-J 2. Surplomontol Roturn LJ 3. Remaindor Return
lfor dato\ of doath prior to 12.13 .82l
o 5, Fodoral E~tCllo Tax Return Required
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FOR DATES OF DEA1H AfTER 12/31/91 CHECK H~RE
IF A SPOUSAL I ']
POYERH C~ED1T IS CI.AIMED
FII.E NUMBER
J/9-7 -001../3
NUMnER
lJ 4. limited Estato [J 40, Fulure Intorost Compromise
/' (for dalos 01 death after 12.12.82)
~. Decedent Died Testote G?' 7. Decedent Maintained C1 Living Trust
-..lAttach c"!:.>:~~!!~_",___,___-..l~'ach copy 01 Tr"'1 .
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
NAME . --~~---'Z--. . . IOMPiETE MAlllNO ADDRESS 1':-
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lELENtONE NUMBER' J J J J... ,-#'W1 T, - -,..... 7
1 J .J 3]. S 1> a. n""" D~r r
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Total Number of Safo bl)po~il Boxo~
111 -.--,.----.,,-..-~__
121,
131--
141
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I. Real E"a'o ISchedule AI
2. Slock! and Bond. ISch,dul, 8)
3, Closely Held Stock/Parlnenhlp Interest (Schedule q
4. Mortgages and Noles Receivable (Schedule DJ
5. Cash, Bonk Deposih & Miscellaneous Personal Property
(Schedule EI
6. Jointly Owned Properly (Schedule f)
7. Tronsle" (Schedule G) ISchedule l)
8. Tolol Grou Assets (10101 Lines 1.7)
9. Funeral hpenses, Administrative Cosh, Miscellaneous
Expenses ISchedule HI
10. Debts, Morlgoge U..,bilitles" liens (Schedule I)
11 , Total Doduc!lons (Iotolllnes 9 & 10)
12, Net Value 01 Estate (lin~ 8 mlnvs Une 11)
13. Chodtoble and Govotnmental BoqueslS (Schedule J)
14. Net Value Subject to To~JUne 1? minus line 13)
15. Spousal Transfers (for dotes of death after 6.30.941
See Instructlons for Applicoble Percentage on Reverse
Side. (lndude values from Schedule K or Schedule M.)
16, Amount of line 14 taxable at 6%1 rob)
(Inelude values from Schedule K or Schedule M.)
17. Amou"t of line 14 lalO:oblo at 15% rote
(lrlelude values from Schedule K or Schedule M.l
18. Prlnclpoltax due (Add tox from Linol 15, 16 and 17.)
19. Crodits Spousal Poverty Cradlt Prior Poymenls
"_."'",, ..'19, +,)...t/OOO.
liS) ,..r. 5.L'L,-O.l:.
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20. If line 19 is greoter Ihon line 18, enter the differenco on line 20. This is the OVERPAYMENT,
Ifi.1ID
C;heck horo if you 0 0 requesting 0 rofund of your o\(orpoyment.
21. If Lino 18 is greater than line 19, (Inter tho dif/oroncft on LinD 21. This is Ihe TAX DUE,
A, Enler Ihe interelt on the flCllClnce duo on Lin(\ 21 A,
B. (nler the tolal of lino 21 ond 21A on lino 21B. This is Iho BALANCE DUE,
Make ~~e_~~_ P.~.r~_~.le to: Rfl~islor of Wll~sl Ag!~I. ... "n ~..__~ _
(21)
121A)
(21 B)
.,.. ,." $' J-'f15
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~j;"'BTsURE-TOANSWE"R-ALI.QUESTlONSONREVERSESiDEAND TO.RECHEC"'K"MATii- .0(" .0(
'Undor penalties of porjury, I d~c1or-;;.'~.I.if;'a-;;'~~';-~i~~d'ihi~- ;('-I-l;;'~;-i~:I~(ii~'~"~~~;;-~.r'l~-~-y'i~9u~~'d-;;i~.~~d~temonls, and ~ih~b;;i-;;;-my kno~lodge and belinf,
It Is true, (orrllct and complotfl, I dedClro Ihot 011 tool Clstelto hos boon roporlod tit truo mmkot valllo. Declaration of prflporar other thCln tho pononal reprosOnlOli\{e is
based on oil information of which preporor ho~ any knuwledge.
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COMMQI'IWEAlTtl OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
TRANSFERS
ESTATE OF '
HtWUj
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FILE NUMBER
PLEASE PRINT OR TYPE
THIS SCHEDULE MUST BE COMPLETED AND FILED IFTHE ANSWER TO ANY OFTHE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCRIPTION OF PROPERTY
NUMBER Ine/ude nome of Iho Irarllloroo, tiloir rolalioruhip 10 clocvdool, dolo or "(JIII(or,
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1M
I ' I DECO, I"" DOLLAR VALUE
(XClU',ON ' TOTAL VALUE i % OF DECEDENT'S
, I OF ASfiE! I INT. INTEREST
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. _. _ lOTAL IAho onlnr on Uno?, R."pHulollon} S fi'r,.f() Ii? it..
(If moro SpOtO II Iloac/od, insort od,/iflOnollltaolt 01 wmtl ~IZll J
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TRANSFERS
PLEAse PRINT OR TYPE
~'Fi[f-NUMIiER='o==.,==.~==-""
R____.._.__.___~.._.__._~.._.._._____.__...__." -~-..~-------. ---..-..------- ...-----.-..--~-_._---,.-----.- ----------.-~..-_... .-..
'THIS SCHEDULE MUST DE COMPLmD AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES,
ITE~\ ------;,ES;;I~;IO~-;;~~E-;~~-------..--- -- -------- TO-T-AL VALUE DECO. DOllARVAlUE'-
, . , EXCLUSION % OF DECEDENT'S
NUMBER Inell/do flOml1 0' In., tranlferoe, Inlllr relollonshtfllo cJecodl)nl, d':I'O ol/rQnlfar. OF ASSeT l"'ll INHRE5T
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6 I~~ .>htvrlJ/~. Ff(:t~ r/+y,tM) 5'),....1{ ";)oj 5/1,f/) It[) cI p" Oil ,/1)
FPtJ/..!<.., M' ,f/~,H j4r'Shwt. -fr'AAfj<<rtf(
;ll /fW'j/";~ M4-'i:J .-(;-",1' "":1.'1-9(,
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-
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/,(:0 pot,,,",",a- rt /lifiJeX. (!.trp, A.-{ P-~i~'VD IF'{) .,f ;.r, j1>tJJf)
'~,aIP ~.u.~, .!J~ t!if~ -
't1"4N.f>~ A? ti+-vj ~~:"j
1tT.<4f-., "-~7-'f"
I~
II
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tz t.., M"" ./ ~>.5b p,J-1-'Mt.-,
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______.___,____,'____.__._._'_... ._______..____....._____T~~A.L.!"I!~.'.~~~!~~.~.:~pilvlolio!i, _~_~j-lj{l..l ::?-...,
(II /I1oro IPCl(t) II nr.'od"d, /ruod addilionallhl.'oh 01 $omo lizo.)
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" I()IJ, o<k>. ~i
/:1,
UV'~I' (1+ (lSll
:(
.\> ~..).t
q~.\'. ..'1'
.~. . .... '/-
COMMONWF.AUtt OF PENNSYlVANIA
INHEIIIlANC~ TAX RfTURN
R~_~lpE!:I.! ~(q.o~NT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES _PI!ale _Print 0' Tvpe
----------- . ..--J~~:~UMB~R__ ____._.. .------
ITEM
NUMBER
A,
DESCRIPTION
AMOUNT
1.
Funeral Expenlel:
m'Ks'. 111""".,,; I a,/;
roe/'- ('/,,//'y' {"";,, tH......,,;/ (,t,,,,J/ :(""
I. f'iI. s'>
I
1<;;0,"--;
B. Admlnlltratlve COltsl
1.
Personal Repre.entallve Commi..ion.
Social Security Number of 'Persanal Repre.entatlve: _,__=-_-=____
Vear Cammi..ion. paid
19-
2,
Allorney Fee.
WS"O
3,
Family Exemption ,
Claimant m(u,/CLf",L~ /-I&lV'-(-_ Relatlan.hip ~~ ' TI)OO
Add,e.. of Claimanl at decedenl'. death "-
Street Add,e.. 1..111.. ,J.r -I C
City l'~1:1lI'_j/,iL______.____Slate 14.._ Zip Code noli
4, Probate Fee. 131O~
C. Mllcellaneaul Expenl": ~ IIJ 10M.... /)
1, /101.. / fJ(l'....sc_ ;., 111"yl' 1 : I( P, (1('....... 10 hIJ.;1
2,
3,
4,
5,
6,
7,
a,
-- n___' ____
TOTAL (AI.o enlor on line 9, Recapltulallon) S /6/ 011, ' ."
:,' .
(If more Ipace II ne.ded, Inl.rt additional Iheets a/lam. 1110.)
, DATE OF DEATH VALUATION
AS OF 10/15/96
FOR HEWEY FAMILY LIVING TRUST
MARGRIETA HEWEY TTEE
ACCT # BMA.156787
Security Description Symbol .--!pf Stlares Price Per Share Total Value
AT&T Corp. T 500 $39,38 $19,687,50
Airtouch Communications ATi 300 $25,50 $7,650.00
Ameritech Corp. AIT 1200 $54,38 $85,250.00
Battle Mtn Gold Co, BMG 832 $7,63 $8,344.00
Bell Atlanllc Corp. BEL 2000 $58.75 $117,500.00
Bell South Corp, BLS 2000 $36,38 $72,750.00
Capital Reserves Money Mkt. CRAXX 2059 $1.00 $2,059,00
Fidelity Puritan FPlJRX 150 $16.74 $2,511,00
Lucent Tech Inc. LU 162 $47,00 $7,614,00
Noram Energy Corp. NAE 372 $15,25 $5,673,00
Nynex Corp, NYN 600 $42,88 $25,725,00
Pennzoll Co, PZL 1815 $55,75 $101,186.25
SBC Communlcallons SBC 600 $47,75 $28,650.00
Terra Inds. Inc, TRA 100 $14.25 $1,425,00
U S West USW 1000 $31,25 $31,250,00
U S West Media Group UMG 1000 $17,38 $17,375,00
Wileo Corp WIT 1680 $32,63 $54,610,00
Total $567,459,75
!'I 11-, I" II II iI\ ill,,' !I'l II 1"1111'111'11
1'l(.1l Il.l .J',I'd I ,II llll' 1111,1:1I1,II'.l.'1111 1t.11(
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No.
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BUREAU Of INDIVIDUAL
INHERITANCE TAX ntVISION
nfp-T. l80601
HARRfS8UflO, PA 111~8~0601
TAXES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~~
I~'
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISAI.I.DWANCE
Of DEDUCTIONS AND ASSESSMENT or TAX
DATE 12-29-97
ESTATE OF HENRY CHARLES J
DATE OF DEATH 10-15-96
FILE NUMBER 21 97-0043
COUNTY CUMBERLAND
ACN 101
r_~==~~~o=~~R:~m}~~~d~__~J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERI.AND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
'fIE"Ii: i5'4-j - E'if -A F 1;" (0 ii: 97 Y "NoY iCE - -6 F - -iNH E if if A '~ic E - Yi. X - jip" PR r; is EM Ii: NT -. - -A l. row ANC E - OR. -" - -" - - -."" -"" -"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENRY CHARLES J FILE NO. 21 97-0043 ACN 101 DATE 12-29-9"
ROBERT
PO BOX
HBG
J KREIDLER ESQ
11409
PA 17108
TAX RETURN WAS, I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roal Estate (Schedule Al
2. Stocks and Bo"ds (Sr.:hedule 8)
3. Closely Held stock/PRrtnership Interest (Schedule C)
4. Hortgages/Notas Receivable (Schedule OJ
!i, Cash/Blink Depos! is/Mise. Person.l Property (Schedule E)
6. Jointly Owned P:,operty (Schedullili F)
7. Tr.nsfers (Schedule 0)
8. Total Assot~
~\i'lh! (j U~ l~""l
) CIMNGED
III
(2)
13)
141
151
(6)
(7)
,00
,00
,00
,00
,00
5.515.07
569,117,82
181
574,632,89
NOTE: To insure proper
credit to your aceou~t,
submit th. upper portion
of this form with your
ta)( paymllnt.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mise, Expensos (Schedule H)
10, Debts/Mortgage Liabilities/Liens ISchedule I)
11, Total Deduetion!ii
lZ. N.t Value of Tax Rnturn
13. CharitAble/Government.l Bequests; Non-elected 9113 Trusts (Schedule J)
14, Net VeluM of Est.te Subjeot to Tax
10,704,27
I.dli...il.
III )
1121
113)
114 )
18,043 87
556,589,02
,00
556,5B9,02
191
1101
NOTE:
If an assessment was issued previOUSlY, lines 14. 15 and/or 16. 17 and 18 will
reflect figures that include the total of 6hh returns assessed to date.
ASSESSMENT OF TAX:
IS, Amount of line 14 at Spousal
16. A~ount of line 14 taxabl~ ftt
17. Anount Qf line 14 t~xable Nt
18, Principal Tax Due
TAX CREDITS:
r----------}-'.~,--------,,------
PAYMENT RECEIPT
DATE NUHBER
-".ol"TFii7- '----AAC850ff-
09-22-97 AA242258
rat. (15)
Lin..lIChu A rate 116)
Co11.t.r.l/Cl.~s 8 rate (17)
DISCOUNT 1'1
INTEREST/PEN PAID (.)
.--'----1 , 42 f:QS"-"
53.15-
....... ......_-~--- ._~-
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09,23,,7
5,515,07 X ,00,
551,073,95 X ,06,
,00 x' 15,
IlBI
,00
33,064,44
.00
33,064,4(.
AHOUNT PAID
'z7";lfDif:"oo
1,,696,54
1:~I~J:E~~EEsT;~A~J;P~S.: ll~- - __ _ 3~ 0: ~~ ~ ;~~
TOTAL DUE 25,99
- - ~ ------
. IF PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCU\ATION Dr ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN II, NO PAYMENT IS REQUIRED,
If TOTAL DUE IS RFfl.ECTED AS A "CREon" ICRI. YOU MAY BE OUE
A REFUND, SEE REVERSE SIDE OF THIS rORH FOR INSTRUCTIONS,)
RESERl,lATlON, e.tat.. of d.oed.nt. dYing on or b.fore Dlcllllb'r 12. 1982 ~w If any fu'ture In'..rllt In the IIItate 11 tran,ferrlld
In po.....lon or .njoyeent to Cla.. B (oolla',rall ben,flel.rlus af the decldent aft~r the 'kplrat~on Of any lI.tatll for
11'. ar for Yllar., the Callonwtalth h.reby IkPrls.ly r..llry.. the right ta appral.. and a..,.. transfer Inherltanoe Take.
at the lawful Clall 8 (ccol1aterall rate on any .uoh future Interut, '
PURPOSE Of
NOTlCEI To fulfill the requlr...nts of Seotlon 2140 of the Inherltancl and E.tste TIIx Act, Aot 21 of 1'>95. (12 P.S,
slIction 9140),
PAVMENT: O.tsr.h thl tnp part Ion of this Notlc. and tub_It with your peYllnt to the Regiltllr af Will. printed on the rever.e ,Ide.
nMake cheok or money ordllt pnyablll tOI REGISTER OF HILLS, AGENT
REFLIND (CR)1 A rllfund of a tux credit. whloh Well not rllquellted on the 18x Return. MY be reqyut.d by oompletlng an nAppl1oatlon
for Refund of Per1nsylvsnla Inheritance snd Estate lax" (REV-1313l. App1101l'lonl are Ilvlli1abla at the Off 1011
of the Righter of Wills. any of the 23 RovlnuG Olstrlct OHlcu, or by calling thll speqlal 24-hour
answllrln; aervlce nu.ber. for forMS ord.rlngl In Pllnnsv1~aniel i~800-36Z~20S0, outside PennsYl~anift and
within local Harrisburg srea (717) 781-8094, TOO' (717) 172-2Z52 (Hearing h1palr.d Only).
OBJECTIONSl Any party In lnbr.tt not latItHed with tho opprahement, allowanc. or t1hellowl'lnce of deductlonl, or ass...llIent
of tak <Including dl.count or Intorutl as shown on thlt Notlcl lust object within Ihty (60) days of recllipt of
this Notice bYI
--written prote.t to the PA Depart.ent of R.venue. Board of Appeals, D.pt. Z81021, HarriSburg, PA 17IZ8-1021. OR
--..Iectlon to hl'l~e the lIIatt.r d.ter_inlld Rt audit of thll aocount of the p.rlana1 rllpruentativill. OR
~~appllal to thA Orphant' Court.
AO"IN
ISTRATIVE
CORRECT IONS I
Factual aHort dlscov.red on this e.......nt should bll oddr....d in writIng: tOI PA DepartM.nt of Rllvenue,
Buruu of Indlvidual Taxu. UTNI Post hs"n",ent Review Unit, Ollpt, 280601, Harrisburg, PA 17128-06(11
Phony (717) 787~6505, SlIe peg. 5 of the bcokiot "Instructlont for Inherltl'lnc. Tax Rllturn for ft Resldent
Oecedent" (REY.1S01) for an .xplanatlon of nd~inlltratlve1y correctahlll errors.
OISCOUNTI
If any tax due I. paid within three (3) oal.ndar lllonths after the declldllnt's death, a five percent (5%) disoount of
the taM ~ald I. allowlld.
PlNAl TV=
The 15% tax aMnelt~ non-participation p.nalt~ Is COMputed on thll tot~l of thll tak and Int.rll.t sssll~led, and not
~aid before January 1ft, 1996, the firtt day nft.r thll end of the tax nllln..ty pllrlOd. This non-partlQlpatlon
penalty h appuhbl11 in the salll. .anner and In the the SSIIl til,,, pllrlod a& you would sppu1 the tax !lnd Jot.r..'c
thet hat b..n au....d as 10dJoa\lld on this notice,
INTEREST I
Int.r..t II charged b.ginnlng with first dey of d.llnquency. or nine (9l Months and on. (~l day frolll the delte of
d.ath, to the dntl of paY.llnt. lake. whIch beca.e delinquent before January 1. 1982 b.ar lntere.t at the rnt. of
.h (6%l percent per annu. oalculated I!lt 1'1 delly rltte of .000164. All taxlII which bllou, d.l1nqu.nt on and !!lft.r
January I. 1982 will bear- lnterut at a rat. which will vary frail oahndar y.ar to call1ndnr ye!!r with that rote
announclld by the PA O.part.ent of Revllnue. The l!lppliqable int.re.t rat.. for 1982 throu;h 1998 arel
'!!.!! Interut RlItII DaJh Interlllt FRctor :!!!r tnterut Rah DailY Interllst factor
1982 20% .000548 1987 9% ,000247
1983 16% .000438 198!d9'1 11% .000301
19&4 11% .000301 1992 9% .000l47
19&5 13% .000356 19q5~1994 7% .000192
19&6 10% ,000274 199!t~199a 9% ,000247
~ -Interut it nalculated .. follo....
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF OArs OELINQUENT X OAILY INTEREST FACTOR
.'Any Notice IlIu.d aftlr the hI( beoolllll d.llnquent will reflect an IlIterut cn1oulatlon to flft..n OS) dlY'
b.yond the date of the ........nt. If ply..nt \. Il'lde afttr the inhrut co.putatlon dlt. .hown on the
Notlo., additional Inter..t IU.t b. ~flloulat"d.
/:') /') ~/ I. .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE U)( DIVISION
DE-PT,280601
ItARRIS8URG, PA 17128-0601
H~.lll1 !lIH (II.HI
ROBERT
PO BOX
HBG
J KREIDLER ESQ
11409
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-09-98
HENRY
10-15-96
21 97-0043
CUMBERLAND
101
CHARLES
J
PA 17108
r---:~ulm~:~~=.It~"d - ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To inlure proper credit ~o your 8CCQUntl subnit the upper portion of this forn with your tex p.ynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
R E"V'~ i (,'07 - Eif -;. FP - i O:i:9 '7Y - - - - ., -Iii! ii - i HiiER ii'ANc"E- - f Aif -Sf Xf EM ENi - '(iF - AccouiiT - - iili'li - - - - - - - - - - - - - - - - - - - --
ESTATE OF HENRV CHARLES J FILE NO. 21 97-0043 ACN 101 DATE 02-09-90
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED AtN IN THE NAMED ESTATE, SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CUHRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTFREST FIGURE,
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT 1 12-22-97
PRINCIPAL TAX DUE, 33,064,44
PAVMENTS (TAX CREDITS) 1
F"""' RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
01-15-97 AA185067 1,421. 05 27,000,00
09-22-97 AA242258 53,15- 4,696.54
01-13-98 AA242662 25.99- 25.99
. IF PAID AFTER THIS DATE. SEE REVERSE
SInE FOR CALCULATION DF ADDITIONAL INTEREST,
( IF TOTAL DUE IS LESS THAN II,
NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, I
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST ANn PEN.
TOTAL DUE
33.064.44_1
.00
~~~
,OO_J
~, ~.. -"- ,
l KRFIDI,ER AND ASSOCIATES
800 CORPORATE CIRCLE, SUrf'E 104
HARRISBURG, P A 17110
)
.~-------...,,-
-~."'"-
8/(/713
r~~
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..,
Commonwealth of Pennsylvllnia
Department of Revenue
Bureau of Individual Taxes
Inheritance Tax Division
Dcp!. 280601
Harrisburg. P A 17128,0601
i'7iZlI-06131
1'1,111...1,"11,,1" 1,.1" 1",,11,,111 ~ ',1.11,1,,11
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If
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.
J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHr.RITANCE TAl( I)lV1510N
OEPT.260bOI
tlARR1SBURO, I1A 17128'060\
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
DF DEDUCTIONS AND ASSESSHENT or TAX
DATE
ESTATE OF
DA1'E OF DEATH
FILE NUMBER
COUNTY
ACN
12"29"97
HENRY
10..15..96
21 97,,0043
CUMBERLAND
101
r-. . A-;;;~~.~f' Rem iT{~-d. '.--.-1
l-"~~~/!',:~:Z~~'c:~"~~:)
MAKE CflECK 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 -41
riv = i 5''-1'' ~x";; F ji. r (iF ~,"1". iioT" i 6 iC.O' ~.. YI~fW.ii f i' A t;"C E" "";"f;. x" AP P RA i 5 i': lie il'i' -," "j" L l"ciw i\ifc c" 'O"Ii""...... -..".."..." -...-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES J FILE NO. 21 97,,00',3 ACN 101
RESERVATION CONCERNING FUTURE INTERES1' .. SEE REVE'R'SE--
---
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and 80nds (S~hedu18 Bl
"3, Closely Held stock/Padnership lrdoresi (Schedule C)
4. Hor~gages/Notes Receivable (Schedule 0)
S. Cash/Bank Deposits/Mise, Personal f'r'opedy (SchedlllB El
6. Jointly Owned Property (Schedule fl
7. Transiers (Schodulb G)
8, Total ASSQ~ s
ROBERT
PO BOX
HBG
J KREIDLER ESQ
11409
PA 17108
ESTATE OF
HENRV
TAX RETURN WAS: I X I ACCEPTED AS FILED
) CHANCED
.00
,00
.00
,00
.00
5.515.07
569 .117 ,82
(8)
III
121__
''3)_
(4)
IS)
101
In
(9)
110 )
10,704.27
7,33'L..2.Q..
III I
1121
113 )
(14)
APPROVED DEDUCTIONS AND EXEMPTIONS:
~. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HI
10. Debts/Mortgage Liabilities/Liens (Schodule II
11, TOlal n.duc~ion~
12, Net. Value of Tax Retur'n
13. Charitablft/Goyornmental Bequests) Non-elected ql13 Trusts (Schedule J)
14. Net Value 01 E$:tate Subjnct to Tax
~."
,~~~'\
'~~.9
UV.l,.' fl IfP IG9.~11
CHARLES
J
DATE
12-29-97
NOTE: To insure proper
vI'edit to your aecount J
submit the upper portion
of this form with your
hx payment,
574,632.89
18,043 87
556,5B9,02
,00
556,589,02
If an assessment was issued previously, lines 14, IS and/or 1&, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15, Amount of Line 14 at Spousal rate
1&, Amount of Line 14 taxable at Lineal/Cla~$ A rate
17. Amount of Line 14 hxable at Collateral/Class D rate
18, Principal Tax Due
NOTE:
(16)_ 5,515,07 X ,00,
110). 551.073.95 X, 06,
1171 .00 X ' 1 5,
I1BI
,00
33,064~
,00
33,064,44
"AX CREDITS:
P;YMENT-'-RECEIPT--\ --DisCOUNTI~)-'- --------..-------
DATE NUHBER \ INTEREST IPEN ~'AID (.) AHOUNT PAID
--gnnr -----~~1m~r---- --.----T;4n:n".~r:~f~:~2
"C..,,- "0""","'''''''''''' " .. "-..:",, - '~~;,~~:~;}l-~;~':: ::=]
uu_ TOTAL_DU~-- L_u____.._,...2.5_:_'J9_
. IF PAID AfTER D~TE INDICATED, SEE REVERSE
!'OR C~LCUL~TION OF ADDITIONAL INTEREST,
I If TOTAL DUE IS LESS THAN 11. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS ^ "CREDIT" ICR1, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS rDRH lOR INSTRUCTIONS.)
\_0
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t....
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. ,
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....-
".
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.....
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RESERVATION I ~statu of decedent. dYing on or before Oeol'lmber 12, 1982 ~w If flny Future Inhrlllt In the utate Is trlln,ferr,d
In pon.ulon or .njoYlllnt to Clan B (coUnteraD benefiolarlu of th. det:edent after the 8)(plrfttlon of' flny utah for
life or for year., the Co",",onwfllllth hereby ClKprlBSly "ClOerYII thCl right to appralu and BUGn trlmsfer lnherltllnoe TIIKU
lit thCl lawful Ch.. B (t:ollllterllll l'llte on any such future InUrest.
PURPOSE Of'
NOTICE:
To fulfHI the requlrelllenh of Section Z140 of the lnherJtanoe and Estate TIIK At:t, Act 21 of 1995. U2P,S,
Seotlon 9140l.
PAVI1ENT:
Detach the top portJon of this Notice 8nd submit with your paYMent to the RQglster of Wills prInted on the reverts side,
--Hake check or 1lI0ney order pllyftble lOI REGIS'rER OF HILLS, AGENT
REfUND (CRH
A refund of II till( t1redlt, which was not rClquutlild on the TalC RClturn, /Ilay bCl requested by cOlllPhtlng fin "ApplJoatlon
for Refund of Pennsylvsnla InhClrltanoe and Elltate T8X" (REV-13131. Appllcatlonl nrCl avnllllblQ at the Office
of thCl R8ghter of lUlls, Imy of the Z3 Revel'luCl District OHlcClS, or by calling thit speclal Z4'hour
an,w9rlng .ervlce numbClrs for forms orderlngl In PClnnsylvanlft 1-800'362'ZOSO, Outside PennsylvanIa ftnd
within 10cel Harrisburg eroa (717) 787'8094, TOO II (71n 772-225, nleorlng Impslred Only).
OeJECTIONS: Any party In Interut not satlsfJed with the nppralument, allowllnce or dlsallowllnce of deductions} or h..eUllIent
of talC (including discount or lnterClst) 8S shown on this Notice must object within sixty (60) day. of recllpt of
thin NoH"e bYI
-'wr1tten .,rotest to the PA Oepflrtment of Revenue, Board of Appeals, Dept. 2810Zl, Harr ISburg, PA 17128-1021, OR
""Cllection to have the nlsthr detClrmlned nt nudlt of the account of the porsonal r8preuntlltlve, OR
""Ilppeal to the Orphans' Court.
ADI1IN
tSTRATIVE
CORRECTIONS I
Factual errors 1I1scovered on this assessment should be addr4liSed In writing to: PA DlIparhClnt of Revenue,
DurClllu of lndlvldu.!il TllXes, ATTNl Post hSUslIlClnt Review Unit, Oept, 280601, Hllrrlsburg,PA 17128'0601
PhonCl (717) 787-6!i05, See paglf S of the booklet "Instructions for Inherlhnce TalC Return for a Resident
Dlcedent" (Rn/wH,Ol) (or 8n explanation of Admlnlstratlyely correcteblG1 errors.
DISCOUNT 1
If any tax dUCl Is paid withIn three (3) calendar months after the decClctClnt's death, a flvCl percent (S%l dllcount of
thCl tax paid Is 11l1owed.
PENAL TVI
Tho l!i% tall IllIIn8lty non~pl!lrticlplltlon pen!tlty 15 computed on thCl total of ttl'J tllK and InlClrest asussed, aild not
paid b.forCl January 18, lCJCJ6, the fJrst day lifter the onct of the taK ftI!Inesty period. This non-participation
penal ty 11 appenl..bl(1 In the Sllmll unnor nnct In thll the SllmQ t1mCl pllr lod llfi you wuuld flppnal the f_alC and Internt
that hes been llSSUlld bs IndlcatCld on this noUce.
IN1ERES1:
tntere.t I, charged beQlnnlng with flrGt da~ of dClllnqullncy, Dr nIne (9) months and one (1) day from thll date of
death, to ths dl!ltll of pllYlll8nt. TllKClI whloh heellllla delinquent batore ,Ianuary 1, 1982 bear Interest at the rata of
IlK (6%) percllnt per annum calmllntCld at II dally rllte of ,000164. All tnx8ll which bClCll/llII delinquent on find aftar
January 1, 1982 will bear' Intere~t fit a rntCl which will vflry froll calendar Yllllr to calendar year with that rats
announc.d by th. PA Oepartlll(mt uf RevehllCl, ThClappllcablCl Interut rntu for 1982 throug~ lCJ98 fire:
'!!!t Interut Rflt. Dl'lily Inter".t Fflctor ~ IntClrut Rllte nallY Interut Factor
1982 20% .000S48 1981 CJ% ,000247
198"! 16% .000438 1988.1991 11% ,000301
1984 11% ,000101 199? 9% .OOOl41
198& 1!X ,OOO3!i6 tCJ93-1994 1% .000192
1986 10% ,000274 1995-1998 9% ,000247
"Int.rast Ir, calculated .. followl:
INTEREST' BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTOR
"Any Notlc. luuad flHer the taK bnoomCll dellnqUClnt 101111 rafleot fln Interut cBlcullltlon to flfte.n (IS) dl!lyt
bayond the dllte of the Itluu..ent. If paYlIIllnt I, lIIads oftClr thCl Interest coMPutation date shown on thl
Notice, additional Interut m".t be cnlculllhd,
FAMILY A<aH:E~H:NT
~:STATt<: OF CIIAI{LES ,I. IIEWEY
~_... ----. .-- ---
~!l~IIlE.RI~"j','I) ('OIJNTY, # ()fl4] (lI~I_I)I)Z
THIS AGREEMENT by and betwel'n: MARC iRWI'A C, IIEWI':Y, ofCal11p lIill, Pennsylvania, individually and
MARCJRIETA C, IIEWEY liS Executor oftlw !'state oITHARI.I':S,I, IIEWI':Y, Dcccased, ofCal11p Hill,
CUMBERLAND County, Cnl11l11onwcalth nfPennsylvania; AND
WHEREAS, CHARLES.J, IIEWEY, whn rcsi(kd at 2l1~ Chestnut St, Apt. (" Camp Ilill, C1JMBERLAND
County, Pennsylvania, dicd IS Octobcr. I <)9(" having lell his Last Will and Tcstal11cnt dated :\ Novel11bcr,
I <)X2, which was duly admiltl'd tn probate hy thc Rcgister of Wills olTl IMBI'IH,AND County. on 21
.January, 19'17; AND
WHEREAS. MARURIETA C, HEWEY. has bccn duly appoinl\'d as Exccutnr nrthe Estatc nfCIIARLES.I.
HEWEY. Dcccascd; AND
WHEREAS, MARGRIETA C, HEWEY is thc solc party in intcrcst, slll'viving spouse, undcr till' Last Will and
Tcstament ofthc dcceased; AND
WHEREAS, thc abovc idcntified party in intcrcst is cntitlcd to ONE HUNDRED PERCENT of the probate cst ate of
thc deeeascd; AND
WH ER EAS, thc deceascd cstahlishcd a Living Trust on 24 .June, 1996, and dicd with NO PROBATE ASSETS;
AND
WHEREAS, it is the dcsirc of'thc parties to this Agrccmcnt that t1lud distrihution or this cst ate be accol11plishcd
without a !lmnalaccounting to thc Orphans' COUli Division or the C(Hlli of Common Picas of
CUMBERLAND County, it hcing thc dcsirc ofthc parties tn avoid thc cxpcnsc, dclay and puhlicity of a
flmnalaccounting,
NOW, THEREFORE, WITNESSETH, in consideration of the mutual promiscs, covenants and agrccl11ent recitcd
hcrcinthc p11l1ics do agrcc as fl)lInws:
1, Each ofthc partics to this Agrccl11ent docs herehy release and Il1l'evcr discharge MARGRIETA C.
I-lEWEY, Ex\~cutor, thml any and allliahility which may ti'om time tn time arisc as Executor of the Eslllte nf
CHARLES.J, IIEWEY, Deceascd, Thc parties do fUliher agrcc to indemnify and hold hannlcss said
MARCJRIETA C, HEWEY, Exceutor n'om any and all liability which may arise against the cstate n'om
creditors or othcr claimants,
2, Each or thc parti~s docs hercby acknowledge receipt of thc assets described on the First and Final
Accounting attached hcreto,
3, Each pllliy to this Agrecmcnt Aeknowlcdgcs that this Agrecment shall he indexed and record cd in
thc cstatc proeccdings and that the tenns lwreto shall hc hinding upon their rcspective heirs, successors,
administrators, and assigns,
4, This Agrccment shall be govl'rned hy the laws of the Commonwcalth of Pcnnsylvania,
Dated at Harrisburg, Pennsylvania this ._
'/___ day or Deeel1lber, 199H,
(?~J,7:2"RESENCE 01'
NOTA PUBLIC
/)I( I I ,I ) J,t' "I
,~L()h..,'((l/,(.- :_...!......!....l
MARGRfFTA C. HEWEY. individually
and as Executor of thc Estate of
CHARLES.I. HEWEY
NolnriillSool
Hobo" J. Kreidler. Notary PutJlIc
Susquehanna Twp., DauphIn County
MyComml8slon Expires OC1. 14,2002
Membel. Pennlilylvl:lnlB Msoellltlnn 01 NolArlOS