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Estate of VI f.J/" IL..h'..L!o____._.__
also known as
PETITION .'01( PRODA TE and GRANT OF l.ETTERS
No, ..$"J~_.Jf}92~.aM~
To:
______...._______ .....__ Registrr of Wills for the
~ DeClwsed. County of in the
Social Security No. L91,,' jtj_ L'''' J'I" Commonwealth of Pennsylvania
The petition of the undersigned respectful\y represents thai:
Your petitioner(s), who is/are 18 years of age or older an the executil.~_,
in the last will of the above decedent, daled _b.Q.Y' ; ~, /2. '/7
and codicll(s) dated ___. ____~'-_
named
. 19_
(Slale relevunl circumstances, r,g, renunciation. dtalh of executor, ClC,)
Oecendent was domiciled at death in (J in-n 10> .-'rLoNL County, Pennsylvania, with
her last family or princin!ll residence at ;" l' A' <; ,. AI;I it' ,:( v ,"-
{I..!II"r-' /I;;;. Fe? rf~~T Ik-~~U_:lliP
, ~ '
(li~l meet, number and mundpnlily)
Decendent; then q / . 19ars of age, dlee! 9", fJ __ I .~ .19 97
al_JJL!J/_CJ- I A.l1 <.. !...f..p -", P I /<'1 !. f/ .
Except as follows, decedent did not'marry, was not divorced and did not have a child born or adopted
after extcutlon of the willqffj;red for probate; was not the victim of a killing and was never adjudicated
, NLIi
Incompetent: , _.._ _____,
Decondent at death owned property with estimaled values as follows: ,_ (' ,)
(If domiciled in Pa.) All personal property $ Y? (itl
(If not domiclled in Pa,) Personal properly in Pennsylvania $
(If not domiciled in Pa.,) Personal property in County $
Value of real estate in Pennsylvania $
slluated as follows:
WHEREFORE, petitioner(s) respectfully
pr..ented herewith and the grant of letters
theron.
I'equest(s) the probate of the last will and codlcll(s)
TCSTf1l1J.l'f>.ITAcR"
(testamentary; administration C,I.8.; administration d.b,n,c,La.)
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OATH OF PERSONAl. REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }::J~
COUNTY OF CUMBERLAND __'
The petitioner(s) above-named swear(n or affirm(s) that Ihe slatements in the foregoing petition are
Irue and correl"l to the best of the knowledge and belief of petltioner(s) and thai as personalrepresen.
tative(s) of the above dec,'dent petilioner(s) will well and truly adminlsler the estate according to law.
Sworn 1.0 or affirmea' an(j..r.Ubscribed~. 1;}:/r'l)d~~.~ I'/)r r.c:~4.1 '"
before me this _____~ 8 t.!l...._.~ day of .JjIIr~~~t: t:/ . ~.
- .]ANllll ~~ ~ ----J..i-m /7'?;,-;;f, ~
( ~U:j { iA i'I " uL.J-'flLULll.,,,' ~f Ol
MR C. LEWIS . Reg/slel' --,--.---- ~
1,5-/5'7-1J.._
No. a/- IClQ1- tJo.(I'L
Estate of
VIOLE'f F. 13^'fES
, Deceased
DECREE OF PROBA n: AND (;RANT Of' LETTERS
AND NOW J ^NU AI< Y 30,,_'____ 19_21. in consideration of the petition on
the reverse side hereof, salis factory proof having been presenled before me,
IT IS DECREED Ihalthe Instrumenl(s) dated__ NOVEMBEI< 16~77
described Ihereln be admilled 10 probate and flied of record as the lasl will of
VIOLET F. BATES
TES'~
and Lelters
are hereby granted 10
WILLIAM
P. BATES JR AND GEORGE N BATES
'"mUALjc ~~p-'ltr{IJAU,J~r
Register of Wills {I
C. LEWIS
MARY
FEES
. 40.00
Probate. Lellers. Etc. .',..'.., $__
SH~~fIY'4i&leatesl1- ).". , , . .. " $~
Renunciation ,..",...,.,.", $
,1CP $ 5...u.o
. TOTAL__$ 57.00
JANUARY 3D, 1997
ATTORNEY (Sup, Ct, 1.0, No.)
ADDRESS
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LETTERS AND ORDER MAILED TO WILLIAM P BATESJR
TYI'''''''T
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4087637
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No,
HID614.tfllylll'
COMMONWeALTH OF PIlNH8'(lVANIA' Di!PARTMENT of' HIALTlt t YITAL RECORDa
CERTIFICATE OF DEATH
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IU SOC'AUIOUNT'1It/J111"" ~DfAH_o.l"';J
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OfCEllIlNT'._lNG,\OOfI(..~..C#tfbwrn__,,,C"'.1 ~ClOl!Nl" Pennsl'lvan a ~ L...E b T
208 Senate Ave. ~~~'fCf. II. '"',--.----.. -~_._,.. ". ~4<IwII 11, ....,--"'----- enDs. Qf..Q... kiP-1-._~_h.'_I>
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GENERAL INFORMATION
1, fAIlUltE TO RESPOND WILl. Rf.SUl T IN AN OffICIAL TAX ASSESSMENT ",\0, 11'lpllt;lIhlu Ifltar...1 llnud 011 Inforl'ltlllofl
1I11llllllthd h~ th. flnnnr.lal Itlltlh.tlon,
1, Inhllrltl!lncll h~ bll<lOflllll dflllnqu/trH 1l1n. !nOl)UlI IIftll! IlIu thU;lIdllnl', "nte of d."III,
1. Ii jaln! nooount III taKnhl. .",.n thollgh thll dllntdllnt', ntlnu, 101"' lidded '" II rtllllt.r 0' tOnvflfl!o/lCII.
4. "'ccollnU {Including thou h.ld h.tw...n ;'Ulbnru1 It"d wlfel which !flu ,I.',m/llnl put Itl Joint flN'",11 within on. ~ur prior to
d..th af' fulh hlll"bh ftfj Ir!'ln.hr..
Ii, AoCOunt. uttbll,hed jJlntlv b.t",..n hu.hlnd nnd wlh ",or. Hllm on. Ylnr print to fluth nr. not t"Kllbl.,
Ii, Account, hetd bv "deced.nt "In trult for" ""other ot othllrl 111" trUffthlo fill Iv.
REPORTING INSTRUCTIONS
PART
I
TAXPAYER RESPONSE
1. BLOCK II If the Infotllllltl'On Ilnd (lofllPutet1cm In the notlea Itra corract and deductlonl '''1 not baing clalllld, pllu an "Ie"
In block ".... ('If Pert 1 of thl "lupllYlr Ruponsl" IIctlon, Sign two cop!al Itnd $UbMit th.", with your chack lor thl ftllount of
ta)( to the Rlglltlr of wllh of the COllnty Indlcat.d. Th. VII D.parhntnt of Revlnue 101111 11IUII an oHI.lial asst"ltant
<For. REV-IS4B EMl lIpon recalpt of tho raturn fro. tha Regl&t.r of Will..
t. BLOCK II . If tha Iluo/t speclflad on thl& notlCI ha. burl or will bll raported Ilnd till( Pllld with Ihl P.nnlylvmllll tnhlrltanu
Tal( R,turn flied by the d.c.d.nt'l repr...nhtl...., plllce an ")(" In block ",,"" of Pnrt I of ~he "h1;c-paye.. Re.pon..." ISICltlon. Sign one
COpy tnd return tQ the PI. nlpartlllent of RlIvlnul, Buruu of fnrll...ldulll 1111(11, Oapt i'6G601, tlerrllburg, PIl 11tZ8-060l In the
.n....lop. pravidad,
3. BlOel( e . 11 thl notlc:. Inforlllatlotl It lncorrlct 8M/or deduotlons lire bell1g olllllled, cho(lk blo<;k "C" and cOlllpletl Partl ~ 'lnd .1
Ilccordlnq to tI,. 'n'ltr"etl(lnr hltlnw ~'t'n !....... ""'rlco' >'Inri rull,,!jt thn'" "I~h y~...r :hl'<:!< for ~h:l n~:l',lr.~ of h:: I=::~'tbl:l to tto'J Cl'lgl~toJ'
o~ WIJII of th. counh Indlclltllic. lhl PA DeplIrtllltnt of Revenue will luuI em offlolal IUlllunnt (forll REY-1548 EXI upon receipt
of the return frail the Regl.tlr o~ Will..
TAX RETURN - PART
2
TAX COMPUTATION
LINE
1. Enter
HOlfl
the d.te the .ooount orlgin.IIY Will est.bllshed or titled In the ~ann.r owlttlng at date of death.
For a d,cldent dying aftl,. IUlZ/liZ, Ilccounh which the decedent put In joint nl!llll" within ona (I) Ylllr of de.th 8re
tt:.cable fully lIS tran,f.r.. However, lherll II an 8Ko~utlon not to flxc8lld .S,GOO per tranller.. regardllllt o~ the value of
the account or the nUlllher of hccount. h.td,
Jf 81 double a.t.rilk (ul apPIII" before your Itrlt nue In the addre.. portion of thlll nottoe, thtl H,GOO el(clullon
.lready ha. been deduot.d fro. the aooount balance ~I reported by the fInancial In.tltutlon,
2. Enter ~h. totel balance ~f the acoount Including inter.et accrued to the date of dellth,
3. The peroent of the IIccount that h talli,ble for uch lurvlvor 11 daterlllned III followl'
A. Thl pareent taxllbl. for joInt allletl ..tablishlld .Otl than one yur prior to the deeedent'lt duth:
DIVIDED IV TOTAL NUHBER OF
.JOINT OW""ERS
EI(IIIfIII' A joint ....t registerld
DIVIDED BV TOTAL NUHBER OF K 100 . PERCENl lAXABlE
SURVIVING JOINT OWNERS
In the na.. of the doc.d.nt and two other pllrsonl.
1 DIVIDfD." 5 (JOINT Ol"NERS) DIVIDED BY Z (!iURVIVORSJ . .161 X 100 . 16.7% (TAMABLE FOR EACH SURVIVOR}
B. Th. p.rce.,t \al(llbll for e...t. or.atlld wJthln or" year of thll decedent', duth or accounts owned by lh. dllcldGnt but hel\!
in truet for another IndIviduatesl (tru.t blneflc:darlu)l
1 DIVIDED IV TOTAL NUHftER OF SURVI~ING JOINT
OWNERS DR TRUST 8EHEFICIIlRtES
M 100
PERCENT TAM..8lE
EIl..phl Joint account rlghtored In th_ IUlllle of the dtclldent and two other persons and utabllshed within ona yur of dllllth by
the dlcedant,
1 DI~tDED IV 2 (SURVIVORS) . .SO )( 100 50;': IUXUlE FOR EliCH SURVIVOR)
4. The 'Mount .ubj.ct to tax <11nl 41 11 dat.r.ln.d by mUltiplying th. Ilccount balanca (Iln. 2) by thl perc.nt tlll(.blt (lln. .1l.
5. Enter th. t~t.1 of tht d.bh and d4lduc:tJon. lilted In Pflrt 3.
b. Inl allOU1'lt tel(abJe (Jln. bl Hi dater.lnld by .ubtractlnSl the d4lDU and daduCtlonS (Jill' !II traM tn. a.ount Juojact to t8l< (11m, 'I"
1. Entor thl approprlata tal< rate [lIn. 7) fit d.tIIrlllln.d bilow,
/r., For datee of d_ath occurring after 6/30/94, the tnx rat.s for tranlfers to IPOut.. ar. fll followSl
I. Oat.. of dMath on or aftlr 111/94 Ilnd be for. I/1/9~ the rate I, 3;':,
2. Dah. of daath on or IIfhr 1/l/9S tran.f.rs t~ IpOU.."l will be tfll<ed fit 0% tall rllt..
Notll For dllte. of dllath prIor to 1/1/94 trflntf.r. to spouta. are tal(abl. .t 6%.
B. Trani~ors to Uneal dllcllndant. Including fllth.r, lIIothar, von, daughter, grandchlldr.n, 10n-In-l<<Iw,
daughhr-In"l.w, Itllpc;hl1d nnd th..ir luue nr. tal(ablll at 1111 pet'cant (6%).
e, 1ranlfllrl to 1111 oth.,1 IncludlflliJ brother, Ilshr, unclll, aunt, n.phew flhd nlace fir. tIll(llIblll tt flft..n p.rcent tlS%l.
D, If you ~hlni' thll t~1< rata, pIefl" sPtcIfy your r.la~ionehlp to the dlceatnt in the arll provldld.
B. Thl Haunt of till due <Una 8J II datr.rNlned by .ultlplying the t1l1ount \nl<flblo (l1nll 6) by thl tal< rat_ (l1ne 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
"Ilowflbla dlbtl end d.ductlons arl det.rllllnad fll folloWI!
... You IllgalAy erl ruponllblll for pllY.lnt, or th_ .ttatl lubj.ct to adlld,d.tl'atlon by a p.rsonal rllpr..entntiv. 11 insufficient
to pay the cfaductlble It....
a. You actually ~ald thl d.bt. lifter death of the dac'Oldlnt and can furnish proof of pav.ant.
e, Dlbt. balnl nl_lllI,d .ust b. It.-Iud fulh In Pflrt!, If Ilddltional ,pacI II nuded, Uti plain pape,.. 8 1/2" I( 11", Proof of
pay..nt .ey b. r.quast.d bv the PA Dlpart..nt ~f Revenua.
[TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE 8UREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT' (717) 787-8327. T,DDI (717) 772-2252 (HEARING IMPAIRED ONLY)
UlHHONWfAI ltl m JlINN!;VIV~NIA
I)!I'AIHHIHI fl' HI vi NUl
R\JHI ~U III INUIVIlJU~L IAI(I S
III III , //101101
'1.""'SIIUllli, I'A 11I1A-OhOI
*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21 97 009<'
97118110
0',-23'91
tl~, l\~l II ", II, 'H
WILLIAM P BMES
10 PEACOCK DR
CARLISLE
CI<'
PA 1701l!lJIC
:1
REMIT PAYMENT AND
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
TYPE OF I.CCOUNT
_] ~AVINGS
I i CHECKING
I I TRUST
;~( cm If,
FORMS TO:
I;
I
'II
."
EST, OF VIOLET F BATES
S.S. NO. 196-14-2286
,. !;lATE OF DEATH 01'13-97
ii >\ COUNTY CUMBERLAND
illi'(
':
,','\
HOUSE
PNC BANK hfts provided the nepartMent with the InforMation listed heloN whIch hat buen u..d In cIlculltlna the
pot..nUai tile due, Their r.cordll Indlcllto that flt tha duth of tho Ilbove decadent, YOU wltre a joint own.r/banlllehry of thl, nccount.
If you fnl thh Infor.aUon h Incorract. ple..e obtain wrlttel"l r.orrectlon fralll the flnsnolal In.t1tutlon, ftttflch fl co,"", to thl. forlll
tine return It t:; U',e ~bc"u :Jddr'ct:E. Th1!: :Jcccunt Ie t:U(l'lblc !n !cClordsfl~o I:!th tho Inhorlh""o 1",,, t,'lt' of tt-q r'l",,,,n,,w'IlIlth of 1,,.,,,,~"IV"'nl..
Que.tlone ~.y be Ilnlw.red by qalllna (117) 781-8SZ7,
COMPLETE PART 1 BELOW . . . SEE
Aooount No. 21001012488 Oeto
Ellablhned
REVERSE SIDE FOR
05-)6-95
FILING AND PAYMENT INSTRUCTIONS
Anoount aelenoo 2.774.42
Porolnt To..bh K 50 . 000
A..unt Subjoot to rex 1,387.21
Tax Rat. )( .15
PotonUIl lex Due 208,08
PART TAXPAYER RESPONSE
[Ill FAILURE TO RESPOND WILL RESULT IN AN OFFIr.IAL TAX ASSESSNENT BASeD ON THIS NOTICE
A, 0 The nbove Inforlllllthln Ilnd tall due h correct.
I. You may choose to reMit payment to the Register of Will. with two coplen of thin notice tu obtnln
II discount or avoid Inhrut, or you IU'Y chock bOil ..".. and return thh notlclI tC'l tho Rtglltllr of
Will. and Iln official lIlsess.ant will be I.sued by the PI. OeplIrt..nt of Revenu.,
To Insure proper credit to your !lccount, two
(i!) copl.. of thtl notice ,"ust lIccolllpllny YOW'
pay..nt tl'l the Register of Willi. Hake check
pllYflble to: "Reglct.r of Willi, Agent",
NOTE: If till( pav..ntl Ilr. IIIflde within thl'"
(S) ",anUII of the dec.dent'. date of duth,
YOU 1II11Y duduct 1I 5% dllcount of the tllll dua,
Any Inher I tence hl( due will blllcollle delinquent
nln. (9) Month. ~ft.r the date of death,
[CHECK ]
ONE
BLOCK
ONLY
Bi(~ Tho above 1I11et hlll been or will be reported lInd tflll paid wIth the Penn,y)vlInlll Inheritance Tax return
to b~ fllllld by th_ decedent'. repre..nhtive.
C. 0 The lIbove 1nforlUltlon I. Incorrect rind/or debh and deduction. wljra pllld by you.
You IIIUllt cOlllplllte PART [I] and/or PART ~ bGlow.
PART If you indic.t. &I differ.nt hx r.t., pl.... sbt. Yo~r. I
[!J rahUonship to daeadent I -~ - .
IAl\ R~rUkN . ('UI'lI'UIAI hlN U~ IAll ON .JU.I'lI/lIlUSii A~COUNh
LINE 1. Ooto Ellabllsnod 1
~. Account Balanc. 2
3, Percent Taxabla 5 ~
4. Alllount Subjact to hx 4
5. Debt. and Deduction. S
6, AMount Taxabl. 6
7. T.x Rate 7 ~
8. hx DUI a
OFFICIAL USE ONLY 0 MF
PA DEPARTMENT OF REVENUE
PART
[!]
DATE PAID
--:=1
DEBTS AND DEDUCTIONS
"AU
1
2
:5
4
5
6
7
8
CLAIMED
PAYEE
DE SCR I PTI ON
AMOllNT PAID
-1-
TOTAL (Enter on line S of Tax CO"put~tion)
-=1
.
--
Under panalti.. of perjury, 1 declare that tha facts
ao.plata to tha ba.t of MY knowladga and belief.
Jane M. Alexander, IAttorney for,Estate
TAXPAYER SIGNATURE /I, ,'. " " "v".", ,.
1 have raported abov~ are true, correct and
~OME___..___. )
WORK (717) 432-4514
TELEPHONE NUMBER
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OffICIAL YAK ASSESSHENl wIth IlJlllllr.nhlu lfll.r.~t hnud un Il1fnrflllltl.111
lubllllthnl h~ th, '!ruUlol,,1 Institution.
1. Inh.rltA"n ta. hecollln d.lln~Y'l\t 1l11l" IIIonth. IIftfll" the dtle.d,nt', llllt, ll' III"HL
~, A joint "('count II tlllCtlhl. IIv.m U\()lllJh th" d,eadent', fllllll' 101'" mld.d,,, #I I'II1\hlr of r.onv.nl.nell,
ft. Account. c Inclucllnll tholl hllld b.twI.n hu.tlllnd IIno "111ft! whld\ Ih, iI.cwo.,,' IHlt In Julnt 1101." within 01'11 v,at IIrJor to
duln .r. fullv ,,,lIl1ble lU Itllnll'.rl,
S. Accoul1h ..tablhhlld Jolnth hltw.." tnnband "till wife ~r. th"l1 unt VIM Ilrlor to !lnth alII fIClt hl(ftbl.,
(t. lCCClunh hald bv R decldlnt "In trult lot" Imoth'r 01' olh.r. Mil tlllll'lbll fully,
REPORTING INSTRUCTIONS
PART
- TAXPAYER RESPONSE
1. lIlOC/( A " If thl InforM.tlnn and COIIIPutrltlon III tha notlca nra 1l0rrlttt find dad",otlon' Hra not htllng llltll"'tld, plao" an "X"
In block "A" of Pllrt 1 of thl "TaMpaYIr A..pctn.... uotlon. Sign two copl.. ftnd ,ubl'ltt thllll with y(,ur chack for thl "Mount of
teM to tha R.ghtllr of willi of thl countv Indlcahd, Tha PA napartunt of Rllv.nu. will IlIuI an offlcltll "n"'lIlant
(torlll REV-l~"ft no upon rlcelpt of thl rllturn rrol~ the Regleter of WlIl"
Z, MOCK II ,. Jf thl ....t "Plcifl.d on thl, notlcll hft' blln or will hft raporhd flnd taM pnld wlth the Ptnn.ylvanla Inherltl!lnce
TDM Return filed by the dloedent', ,."r..entlltive, phil. an "I(" In block "II" of Pnrt I of the "TaMpaYIr R..pon.." uctlon, Sign one
copy ~md retl.lrn to thl I'A Oaparhultlt of R,"'onUI, 8llrlHlU of Indlvldunl Tftlllll, Olpt 280601, ttnrrlsburg, PA I'!IU"0601 In the
.nvllop. provided.
3, BlOCk C - If thtl notice Infar.-tlon 11 Incorrect and/ar deductlonl are bllnQ Cllllud, chick blook "C" Ilnd co,.plet. Pllrh Z Ilnd :'l
..c~...r(jlllg I" lil. lll~;'fuul.lotlll hI i ,,,.1 , Sign tHO copllll anu liUOllllt th.", \111\11 your chock tor lhe alllount 0' tall payao.' to tn. Hegl'ltltr
of Willi of tha county Indlcltad, 1ha P" napart,..nt of Ra...enuI will luuI nn offlcllll uIIIU"'lnt (ForI! REY.1548 tlO upon recalpt
of tha ratvrn fro. thl Ragllter of Willi,
TAX RETURN - PART
2
TAX COMPUTATION
LINE
1. Enter
NOTl:1
thl dlltl thl accovnt orlglnllllY WII establl,had or tltlad In the ""nnar Qlllttlng at data of dlllth,
For" dlcldlnt dying Ift.r lUIU82. Accountt which thl dlcadllnt put In joint nOIll" within one tll YlIllr of duth 1'II'e
t.llabl. fully u tranllfll". Howe"'lr, thel'. if an .Mcduslan not to IMoud U,OOO plr trlln.f.r.... regl'lrdl.., of thl valUII of
the ~CQount or tha nullblr of Iccuunh hlld.
If . doubll ..ttrl.k (..) apptar. b.for. your flrlt nll",a In the addi'" portion of this notlca, thl 13,000 IMelu.lon
Ilready hi' bun deducted fralll thl Bceount b"lanclll as ,.Ilportld by tha flnancllll in,tHl.Itl()n.
2. Entlr thl total b.lenca of the lI,count Including Int.ra,t aocrulld to tht d.t. of da.th.
3. Th. percant of tM acoount thllt I. taxablt for .Ieh .urvlvor Is datorlllln_d n. follow. I
.. Thl plrcant taxablt for JoJnt ."Ite .Itabll.~td Morl than ana Vtlr prior to thll dlcodtnt', d.llthl
OIVIDtu BV TOTAL NUHBER Of
JOINT OWNC.RS
Ex..pl., A joint 1l"lt rlgJettrld
DIVIDED !IV TOTAL HUMBER OF X 100 . PERCENT TAKABlE
SURVIVING JOINT OWNERS
In tha halllt of tht dlcadant end two oth.r pllr.one.
1 DIVIDEO IV 1 (JOINT OWNERS) DIVIOtO By Z (SURVIVORS) . .161 K 100
Ib.1% (TAXABLE fOR EACH SURVtVOR)
B. Thl plretnt taMtbl. for Illltt, croBtad within ana yellr of the dacedlnt', dallth or account, owned by thlll decodlnt but hald
In trust for anothlr IndJvldual(t' (trult bthaflclarle.);
1 DIVIOEO BY TOTAL NUM8ER OF 5URVIYINO JOINT
OWNERS OR TRUST BENEFICIARIES
K 100 . PERCENT TAkABLE
EXllarll1 JoJnt account rtglltered In thl na,.. of tht dacftdlnt and two other par.one and a.tllbll.hlld within one yaar of death hy
tht dlCjldlnt,
1 DIYIDED BY 2 (SURVIVORS) . .sn K 100 snx (TAMABLE FOR EACH SURYIVORI
4. The 1I11l0unt lubjlot to till (1lne 41 i. dtterllllned by lIultiplyJng thl IIClcount balancllI fllna 2) by the plrclnt taxabh (111'1' 31.
S. Enter the total ~f thl dabts IInd dlductlone Ilat.d In Part ~.
6. Tht a.ount talllble (11nt 6) 11 dtttrllln.d by subtrsctlng thl d.bte Ilnd dlductions Cline S) frol tht nount Illbjact to tllM (111'1.4),
'I. Enhl' tha appropriate taM rate (llna 1) a. daterMlned bllal~.
A. FOI' datu of dllth occurr.\nSl lifter 6/30/911, 11\1 tUIl rat.. for trantft,. to .pou'" IIro lIS followll
I. Oat.. of de.th on or aftar 1/1/9" snd bafora 1111'S tht ratl Ie 3%.
Z. D.tt. of delth on or Ifttr 1/1/95 trllnlflr, to .pou,.e will bt tlxod at 0% taM rata,
Notal Fe.' dat.. of dtllth prior to 711/9(. trlln,ftr. to ,pou... ara tllllablt at 6%.
8, Trln.flr. to ilntal descandantl Iholudlng fathtr, .othtr, lon, daughtlr, grandchlldrtn, 'on-In'law,
daught.r-ln~law, .tap~hlld snd thllr J"UI IIrt taxllbla at .IM p.rcant (6%l,
C, Tranlft" to all others Including brothtr, sliter, unol., aunt, nlphew and nllcI ara "'xablt at flftlRn percent (15%1.
D, If YOU chenge tha tl~ ratt, plt"1 tpeelfy your 1.llltlonehlp to thl dlcadent Ih thl aria provldad,
8. Tht INlIO~lnt of tlllM due (llnl 8) It r:lttar.lned by lIIultlplylng tht nount teMable (lIha 61 by thl tIlll rate (lIna 11.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allow.lt dabt. and dtductlon, are dettr.Jn.d all folloWl1
... You ltgallY art rtlpon,lbll for plly.ent, or thl I.tlltl 'ubject to adMlnl.tratlon by B p,rlonlll rapro.antatl~1 I. In.ufflclent
to pay th<< daductJbl1 Ittlll.
I. You Ilctually plld tht dabtl IIftllr dallth of tha dlcadant and clln furnleh proof of pay.ent,
C, Dlbh baing ohl.td .ust bt ite.lltd fully In Part 3. If addltlonaJ "PlIC, it "ndod, use phln pllfUlf ft In'' x 11", Proof 0'
ply.ant t.v bt raqutsted by thl PA Dtpart..nt of Ra",anuo,
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDD1(717) 772-2252 (HEARING IMPAIRED ONLY)
COHHClNWlllil HI III IlINN'i't'1 VMHA
11llWHHI H' Of RfYI tllJl
IUIRLAU or lNlJlVlmlAl !AMIS
Of ,IT. 1'110&01
IlAHRISlllJIW. lllIi 11I1'6-0hOI
f~tb I
INFORM~TION NOTICE
AND
TAXPAVER RESPONSE
I FILE NO. 21 97-III1'1?
I ACN 971181/2
~_~T~~:~~7__
TVPE OF ACCOUNT
tHI\oIIII~
II
,
.
\) I llil-{ "H
EST, or VIOLET F BATES
S,S. NO. 196'14-2286
,PATE or DEATH 01'13-97
ct6UNTY CUMBERLAND
, .
SAVINGS
I j CUECKING
!J TRUST
Ix) CERTIf .
CORA A BECKEV
10 PEACOCK DR
CARLISLE
Ch
PA 17013ClJ1
,I
Ili'>,
REMIT PAVMENT AND fORMS TO 1
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK lIlt provIdlld the O.parhumt with thll lnforlllfttlon llltlld h.low whIch hall 1I..n Ullld In cllIculatlnll thll
potclnthl tax due, Thalr rllcordl Indlcah thllt at the duth of the abov. dllcIld.nt, you wllre II joint ownor/bln.flclllry of thll I'Iccount.
If vou f..l thlll Infor.Btlon II Incorrllot, ph.... ohtaln wrlUln oorr.otion frolll the 'InllncIal Institution, nttnc:h ft copy tll thl. 'orlll
and r.turn It to the IIbov. addrll", This account III tll)(lIhll In RccnrrillnClII with th.. Tnhlrltl'lnNt 1P1x law. of the rOllllllonw."lth of P*nnlylv,ml,l.
QUIIstlon, MIIY b. "n,wllred by clllllno (7171 187-8121,
COMPLETE PART 1 BELOW " . . SEE
Account No. 31400053997 Dote
e,t.blhhad
REVERSE SIDE FOR
05'16-95
FILINn AND PAVMENT INSTRUCTIONS
Aoonunt Oolonoe 1,492.36
Poroent Toxeb1e X 50,000
Amount Subjoot to lox 746,18
To. Rete X ,IS
rotenUol Tox Due III . 93
PART TAXPAYER RESPONSE
ill I FAXl.URI TO RESPOND WILL RESULT IN AN~FICIAL TAX ASSESSMENT BASED ON THIS NOTICE
A, D lh. "bov. Informtltlon ""d till< due II corroct,
}. You 11Ift.,. choolo to rult plly"~nt to the Regl.ter of Willi with two cop ill' o~ this notice to obtllln
,. dliicount (It avoid Int.rnt. or you IIIBy check bOl< "A" and return this notice to the Register of
WJ!1I Ilnd 1m official i'luuuent will b. IllIued by thll FIlii Department of f'levenuo,
To Inaur. prop.r crlldl t to your llccount. two
(ll cop In of thll notlca "'Ult IIccolllpany your
paYIlI.nt to the Rllglltllr of Wills, Hllk. chock
paYlIblt to: "RllllillIr of Willi. Auent",
NOTEI If tal< plty".nh 1lIt1 ."de within throe
(3) lIIonth. of the decedtnt'. d~t. of death,
you IIIIlY deduct,. 5% dliicount of the till< due,
Any Inheritance tal< du. will becollle dellnqullnt
nln. (9) lIIonthl after thll date of d.,th,
[CHECK ]
ONE
BLOCK
ONL V -
B, r;]CTht llbove 1IIl1tt hll' been or will he reported llnd tax paid with the Pennsylvllnla Inherlt"nclI 1"1< roturn
to bll filed b)' the dllcedllnt's rAprlluntatJv..
C. 0 lhe above Information l~nr.orreot l'lnd/or dllbt. and d~ductlon. wllre paid by YOU,
Vuu IIIUst co"pleh PART I!.J Ilndlor PART ~ below,
]f you indic.t. _ diffarent tax rat., pl.a.. stat. your
rel.tionahip to d8cad.ntl_
OFFICIAL USE ONLY [)AAF
PA DEPARTMENT OF REVENUE
PART
l!1
TAX RETURH . CuMPUTATiuN
LINE 1. D.to E.teb11ahed
2. Account e.l.nc.
3. P.rc.nt T.x.bl.
4. A.ount Subject to Tlx
S. D.bt. .nd D.ductiona
6. A~ount Taxabl.
7. Tax Rate
8, T.x Du.
TAX O~ JuINT/TRU&f AC~OUNT~
OF
1
2
3 X
4
S
6
7-X
8
PART
I!J
DATE PAID
-I
pEBTS AND DEDUCTI ONS
PAD
1
2
3
4
5
6
1
8
CLA I MED
-
-
PAVEE
DESCR I PTlON
AMOUNT PA T.D
I
TOTAL (Ent.r on Un. S of Tlx Computation)
I
.
Under p.n.Hi.. of p.rjury, I d.clar. thlt the flilch 1
oo~pl.t. to the b.at of ~y knowhdg. and b.lh1.
Jane M. Alexandel :,..,~~t3~~ney,/or ~s!i}.t.e
TAXPAVER SIGNATURE ~ /. .
hav. rftport.d above .r. tru., corr.ct and
HOME ( )
WORK-,71I)4.J 2 - <1 ~:iD1--;:;-'":;7G>
TELEPHONE NUMBER D(TE
GENERAL INFORMATION
1, rAIlURf TO RESPOND WIll RESULT IN AN OHICUL TAl< ASSESSHf.Nl with Illlfllll1"bl. Inlllrut tHlllul tin IlIfonllltlllll
'111111I11\.11 11'1 Ihe fif1ftllcllll In.lltullon,
Inh.rltllncA l"~ hlr.OllllU lIollnqlnmt nine ",onthl "'ter ltln lI"col1,,"t', IIllh of duth,
5, A joint ""count I. tfil(lIhl. AVIII" thouQh tlI. II.CAd."t'. tll,lIl. 101ft' fldnol1 "" It "'litter Ilf I~QnVfm'I*,1t:II,
It, hCIHlnh tlncludlng thau hAlrl bll!tw..n Inuhn/lt! and wlfel which till (J.ennen! Ilut In joint '''1'''111 Nllhln on. ,/e"r prior to
duth Mil fullY hl(ftul. III tflln.hrl,
!i, Act.ol,lnh IlIhbllfth,d Jointly betw.." hu.bltntlllnd wlf. 1I0r. 111ft" on. y.ar prior to d..th IIr. no. hubtA,
b. Aocounh hlld by. dl€lldlnl "In !nat for" ,molher or others /Hili tf!)(ftbl. fully.
REPORTING INSTRUCTIONS' PART
TAXPAYER RESPONSE
1, ftl.OCIC A . If thl Infor-MlIllon and r.olllputltlon In thl noticl Itrll oOf'rlt1t rind (tlductlono Il'Irfl not bRIng clal",ed. plau an "I("
In blod:, "A" of P'lrt I of the "Tawpover A..pan.... ,oct Ion. Sign two coplu llnd ,IJbllllt tha. with your ch.ck for thl ."ount of
tu to tho R.gI.t.r "f Will' of th. COUnty IndlclIhd, Th. IIA V.parhl.nt of RlIvlnll' will luuI IIn offlchl 1lI....lII.nt
(For. HfV-l!iU f.)(1 u"IIln t.c.lpt of thl r.turn frolll the R.gllhr of With,
Z. IIl0CI( II . If thtt "".t IP.clflRd or, thl. notlc. hili b"n or 101111 b. roporhrl nnd tftll pil\(I IoIlth lh. P.nnl:ilvanlll Inhatltanol
Tel': Return fll.d by the dle.d.nt'. r.pr...nhtl..... IllflO. an "I(" In block "II" of Prlf't 1 of thl "T,ucpayer RllIponu" nctlcn. Sign on.
COPY IInd return to the JlA DlIParhulnt of R.yenuI, burnu of Indl...ldual Talf'll Olpt Z60601, flarf'lllbur!JI PA 171Za-0601 In thl
.n....lop. provldld,
S. BlOCI( C - If thl notIcI lnfcrlllatlon Is Incorr.ct "nd/or dlduetion. ar. b.lnD c1al"'.d, chick block "C" flnd celllpht. Pllrt. 2 and 3
,1r,_".....r4I",C t,.. tn. hH,t"w"\lnn'l hilllnw, ~t[!" tlol" (,oDI(l~ ..,..ri qllhllllt tt."1Il with ynllr ,.h..,.\,- t"r- tnn ill",n""t nf till( plty",",I. t('l thA Rflgllltflr
of Will. of the county .ndleet.d. Th. PA Oepartment of R.v.nuG will IIlu, nn official e.......nt (ForM REV.1S4a EX) upon rec.lpt
of th. rlturn frUM thl Raglltar of Will.,
TAX RETURN - PART
2
- TAX COMPUTATION
lIHE
1. Enter
HOTEl
the d.te the eecount orlglnellY we. ..tebllsh.d or ~ltl.d In the .8nn.r 'lllltlng et date of de~th.
For a d.e.dant d~lng after 12/12/821 Account. IoIhlch tho daoed.nt put In joint ne.e. within on. (II y.ftr of d.eth ara
tellable fully.. tran.f.r.. HOWlv.rl there II an 'Kclullun not to eKceud 'S,DOn per trlln.f.r.. regerdl'SI of tha value of
the account or the nu.ber of account. h.ld,
If a doubla a.tlrllk (MM) eppeare b.fer. your flrlt na~. In the "ddr"1 portion of thl. notice, tha '3,000 'Kclu.lon
alre.dyha. beln deducted fro. the eecount b.l~nc. .. reported by the financial Institution,
1.. Enter thl totll bftlanea of the Iceount Including Intlrut Ilccru.d to the dllt. of death.
3. Th. p.ro'nt of the eoeount thct I. teKabl. fer each .urYlvor I. alt.rMln.d II' followl'
A. Tnl perc.nt taKabl1 for joitlt fllitleh utablllhed 1I0il than on. ylar prior to the d.clIld.nt'l deathl
DIVIDED IV TOTAL HUMBER OF
JOINT OWNERS
EKa~lel A joInt e..lt rlgJ.tlreo
DIVIDED IV TOTAL NUM8ER OF )( 100 PERCENT TAXABLE
SURVIVINO JOINT OWNERS
In the na.a of thl die_dint and two oth~r p.rsonl.
1 DIvIDt~ IV 3 (JOINT OWNERS) DIVIDED BV 2 (SURVIVORS) . .167 )( 100 . 16.7% <TAXABLE fOR EACH SURVIVOR)
II. Tha percant taK.bll for e.e.t. craat.d withIn one y.ar of the dqc.dent'. d.ath or accounts ownad by the d.ced.nt but held
In tru.t for _nather Indlvldull(.) (trust blneflolurl")l
1 DIVIDED BY TOTAL HUMBER Of SURVIVING JOINT
OWNERS OR TRUS'f BENEFICIARIES
I( 100 . PERCENT TA)(ABlE
Ellaltplll Joint Ilccnunt rCtghtered
thl dao.d.nt.
1 DIVIDED!V 1. (SURVIVORS) . .50
In the naMa of the dlcldlnt and two other p.rlonl and est~bllsh.d wlth!n on. y.ar of dDath by
X 100
50% (TAXA!lE FOR EACH SURVIVOR)
~. Tha a.ount 'Ubjaot to tall llinl 4) Is d~tarMlned by .ultlplylng tha account balance (llna 21 by the p.rcent teKabl. Clln. 31,
5. Entar the totel of tha d.btl and d.ductlon. Jlst.d in Part S.
6. The e~~unt tallable (11n. 61 1. d.tlr_lned by lubtrllctlng the dlhta and deductions (1In. h) 'rOM the aMount lubj.ct to te~ (11n' 4),
7. Ental' the approprJat. tllll rat. <lJna 7) al dlterMIned below.
A. for datil of d.ath oocurrlng lifter 6/30/94, thl tax rate. for tran.f.r. to Ipouses are ft. followsl
1. Oat.. of deeth on or eftor 7/1/94 And b.for. 1/1/95 the ratl Is S%.
2. Dati' of de.th on or aftlr 1/1/95 tranlflrl to ~pou... wIll b. texad at 0% t_x retl.
Notll For dllto. of dlath prior to 7/1/94 trenaferl to spou... are \ellebh at 6%.
8. Tran.ferl to I1n.al d..candants Including fethlr. Moth.r, .on, deughtlr. grandchlldran, Ion-In-law.
daught.r-In-Ielol, It'PChlld and their l'lu, ara te~abl. at .IK p.rcant (6%1.
C. Tran.flr~ to all oth.rl InCluding brother, lister. uncl., aunt, neph.w end niece ere tllllllbla at flft.en p.ro.nt (15%).
O. If YOU chani:t. the tllK "atl. pllllu Ip.cify your rehtlonlhJp to the dGe.dent in the orea provld'd.
a. The aMount of tall due (lln. 8) Je det'r"lned by MUlt1plylng thl a.ount taKabl. (lin. 6) by the tall rata (lln. 1),
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowebl. debt. and dlductlon. are d.ter.lned el f~llow'l
Ai, You l.gally If. relPc,IIlIJbll for pay.ent. or the a'tatl .ubject to Ildalnhtratlon by a personal rlPru.ntatlvI Js Incufflcl.nt
to P5Y thl dlductlbl. IteM',
a. Vou actually paid thl d.btl after dnth of the d~c.d.nt and can furnl.h proof of payM.nt.
C. Dflbt1l b.ing clel.ld IIIU.t bl Huh.d fully In "'a1"\ 3. If additional ,..-ncI II nDld.d, UI. plain peplf 8 112" x 11". Proof of
pey..nt MeY b. r.quut.d bll the PA Oepart..nt of fl.v"nue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIViDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327. TDDI (717) 772-2252 (HEARING IMPAIRED ONLY)
GENERAL INFORMATION
1, rAIlURE TO "UPOND WILt Rf:SUl T IN AN OFfICIAL TAl( ASSf:SSHENT wHh ilppllcnllill Into''''1 l.lllull 1m InfllfllllltlO!1
.uhllllthu by HI. fln"nchll In.tltutlon,
1. lnh.rltltfl<:lI Ifill btlCOJllll1l 1!411I1qu.nt Illn. month. "'tot thlll (jAcQdllnt'lI dllt. of lhlllth,
}, lli 101'\1 ftCC(Jl.lnt I, I'nlllbl_ oVlln UIl,ul>>h the dflcudunt', rlm'lii< w,., "dthH! IU It mftttllr of tlonvtln!lInc..
.., Acc;ounh (1nt111ldlnll ttlofU held b.tw..n hu~b"nd Itntl wlhtl ",hlnh tho dUC'Hlllnt flut In joint 'HIllin Nlthln 01111I '111ft,. Ilrltlr to
dUllth ",. hilly hllltbllf "I trnnt;fer.,
G. AMounts ..tfthlllhlld jolntl... hello/uti huoband rmll wlfD JllOl'e Ihftn on. 'fur prllu' ta d.nth llr. nnt tlliCftllle,
&. ""coY"h hRld uv" ('httlldent "In trUlt for" tlfluth.r or oth.'1/ "" tlllCnhlll fullv,
REPORTING INSTRUCTIONS . PART
I
. TAXPAYER RESPONSE
I, BLOCK II ~ If thl Ir'lforllllltlon IInd C::OIllJhJtlltlon In the notice lire corrlllt IIhd deduot!on. Ar. no' "elnG c:lah'ld, pllllbe In "M"
In blook "A" of P.rt \ (If the "TIIlo:payu RUPuMQ" nctlon. Sign two copl.. nnd lubllllt th." with \lOLlr chllck for tile '",oun' of
ta.ll to the RIl"llItlr of WllllJ of thl county IndlcllttU, Thll f1'A OIlPllrh..~t of Ihlvenu. 101111 I..". IIn official allOlllllen'
CForM REV-IS4ft EMl upon receipt of the r~turn fro~ th, Regltter of 101111.,
2, SLOCK B - If th. llIut .peolfled on this npt!cll hu be.n Or will bll repartod end hx pllld with the reml,ylvanla Inherlhnlll
TIi~ Return filed by the decedent'lI r.pruentlltlv., plllCIl ll!n "W' In bloc" "8" of Pllrt I of thll "Taxpayer Ruponlll" stlotlon, SIgn ol\e
copy nnd return to the PA OoparhlOl\1: Qf Rev.nu., Duruu of Indlvldurl1 TIIXII, D.pt i'f\0601, lIarrltbuqb flA 1712&-06Gl In th.
IlnvIAu,e provJded.
3. BLOCK t - If thtt notJce Infor~lItlon I. Incorrllct !!Ind/or deductions IIf" belng c1nJIII'd, thol'1k lIloc!/' "c" llnd colftphte Parte 2 lInd :s
aecordIng to tho In1:ltrl.lctiorlc balo'"" !::..lrl tiolCl QQido3 :);,.:1 l\lbllllt thG1i'o with ~'(jur Ch'lO:;i: (J; IhOl IMvUo".t ",r to;.. p&..HILl.. tll 1I1_ f::"IIII,t...
(If Willi of the QUUl'1h' Indicated. The PA Dllpllrt"'ent CIf RClv.nu. wilt lUll. an official ulOllllllent {For'" Rt.V~Ui48 EIO upon r.ceJpt
of tn. r.turn fro. th. RegJlter of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
I, Enter
NOTEI
the dah th. ClCoount originallY was "stliblJshlld or tltl"d In the lIIannllr Clxl!Jtlng lit dllh of death.
For a dClCldCInt dyjng aftor lUIUMl Accounts which the d"~Qdent put in joInt Mill'" within one C1 J ye.ar of dnth are
tlll(abIe futlll IU tranllfart. floweller, ther. Is tin excluldon not to "xclIed $1,000 pllr trnnlif.r.e rClgardlllln of the VlI1UCl of
the ltCClOunt or the nu~b.r of accountt held,
If ~ double ..ter!Sk (....) lIpPClllrll b"foflll your first rl8i11e In tho ftddrass portion of this notice, tha$,~,OOO Clxcluslon
8Ir.ady hu b.en dllducted frn~ tho ac~o"nt bl'llllncG ,IS rGported by th" Hnarld!!l lnIUtut1on,
2. Ent.r the total bel.nce of thll account Inc!udlng Interest a~oruCld 1:0 tho data of death.
3. Th. pllrcent of the ftCCCUk1t thnt is tl'll(llblCl for uch 6urvjvor it dete"lIlJntld (II follow.:
A, The percent tlll(8ble for joint lllutS utablillhud 1lI0r" thall one ynr prior to the dClc.dollnt's tluth!
IlIlJIOf:O B'I TOTAL NUMBER OF
JOINT OWNERS
EUIIlll141 A joInt lIuet reghitered
DIVIDED BV TOTAL ~ILJHB[R OF )( IOn . PERcon TA>CA8lF.
SURVIVING JOINT OWNERS
in thu nll"'ll of th~ deoedent linn two other per~ons,
1 DIVIDED 8'1 ~ (JOINT OWNERS) DIVIDED BY 2 (SURVIVORS) ~ ,167 >C 100
16.7% (TA>CABLE FOR EACH SURVIVOR)
e, The percont tax$bh fol' lluGh crClllhd within onll yo""r of th. dooedent's dellth or accClunts ownCld by the deClldllnt but held
In tru5t for another indlvldual(iS) (tnat bGn"flclarIQS):
1 IHVIDED BY TOUL NUMBER (IF SURVIVHIG JOINT
OWNERS OR TRUST B[NEFICIARIES
>C 100 . PERCENT TAXABLE
[l(llllphl Joint account r4Iglstered
the d.c.den t.
1 DIVIDED BV Z (SURVIVORS) ~ ,!iO
in tho mUl. of the decedent lmd two oth"r per.on. lInl1 utabl \shed within ono yur of duth by
X 100
50% (TAXABLE FOR EACH SURVIVOR)
4, Th. aMount .ubject to tel( (line 4) h deterllllned by lnllltlplyJng th" 8CCount bnlance Cline 2) by thll percent tal(able Cline 3),
!i. [ntlr the tohl of the debts and deductions Ihted in PllIrt 3,
6. Th. aMount t&l(llbJe (lJne Ii) 11 deterllilHld by IllUbtntcting thll debts !'lnd l1eductlons (111'1. !i) froll the aMount subject to tax (11n. 4J,
7, [ntlr the P1ppropriate tn>l rllh C 11ne 7) liS dDterllllf\"d below,
A, for dllltefl of duth occurring lifter 6/30/94, the tax rates for transf..,. to SPOl,$llS lira as follows:
1, Dat.s of death on or aftllr 7/1/94 end befor. I/l/9S the rata Is 3%.
Z. D8tu (If d..th on or aftyr 1/1/95 trensfllrs to spOllsn 14111 blll taxllld lit 0% t81( rat..
Not.: for Ulllt.. of death ~rlor to 7/1/94 tranlf.rs to SPOUSIlS IIr. t~>lllbl" at 6%,
I, Tranlf.r!O to Iln.al duc.ndllnts inclUding hth.r, lIIothf;r, son, deugh':"r, gr'llntlchildr.n, .on'ln-18tol,
dauOht.r.Jn-hw, litepchlld nnd theJr luue lire talisble at sl)( p.rc"nt (6%1.
C, Tran.fe,. to 811 others Including brother, Illst.r, llncle, aunt, n&phllw lint! nloce nre hl>l3blCl lit flft"en perc/lnt ClS.%J,
D. If you change the h.>l rfJh, plelllU spClclfy your relathm.hlp to the dlllcod.n'l In the IIr.. provided,
B. Th. a~ount of tax due CI)n.. 8) i. dClt&rllllned by ~ultlplYing t~o nlllount tllxnble (line 6) by the tax rata (line 7),
CLAIMED DEDUCTIONS . PART
3
DEBTS AND DEDUCTIONS CLAIMEO
Allowable d..bh and deduc:tloll' It;CI detarllllnad II' follolo/u:
A. VOll 1.g81h ar. rCl~ponllbh for ~lIy""nt, or the "'tIIte 6ubjnct to adlllJnislratlfJn by III p"r.onlll r.prlllllnhtJve Is In'ufflcllfnt
to pay th. deductible It...,
8. 'Iou actu81h Pllld the li,.bh after duth of the docedent IInd C~\ furlllsh prOClf of pltyllent.
C. Debts bllil'lD chl.ed lIIUlt bCl It.-Inti fully in Pltrt 3. Jf addltlon81 SPIlC. is naad.d, \lIe plain papar 8 1/2" x 11", Proof of
pay.ent .llIy tie reque.ted by the PA napartllent of R.venll.,
TAXPAYER ASSISTANCE :J
IF VOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (7~~87-8327. TDDI (717) 772.2252 (HEARING IMPAIRED ONLY)
ClJl'IHIlNWIAllH or IlfNN<;VjV^~lIA
1JI1IAR1Hf,NT (Jf Rr VI NlIl
IltJRtAtl Of IN(lIYJIlu"l rUI S
1I1l1!, ;'801,01
IlAltll!"'lIlJRG, I'A 1 '1i'1l -OhOI
\l,..l.Jl. I INFORMATION NOTICE FILE NO.;'l 91 1111<);'
;>ft;{fIit' TAXPAYE~N~ESPONSE I ACN 'illlRIII
I ! DA'fE 0'.- 75 91
III-i'" I' 61' ii-,l,l J_________'F'._""._-L...._-==-o__._~~,,_.,,'
TYPE OF ACCOUN 1
r
., -1
EST, OF VIOLET F RAIES
S.S, NO. 196..14'2286
DATE OF DEATH 01-13'91
COUNTY CUMBERLAND
. SAVINGS
! I CHI'CK INO
i 'j TRUST
:xl C~RTIF,
GEORGE N BATES
3900 DURHAM RD
HBG
(;\1
ell'
PA 17110
REMIT PAVMENT ANn fORMS TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
PNC BANK ho' provlrlad the Oepllrtllllnt with th.lnfor",.tIM lllited below which hili bun ll..d In cllou.latlng the
potlntl.l hll due. Thair record, Indicate thl!lt at th. duth of tha above decedent, YOU Wlnl ... Joint ()wnllr/blllne'lclary of thl$ Account,
If you f.al thlll Inforllll!ltlon I, Inoorr.ct, plaut obtflln wrltt.r: corrlotlon frnt thlll fltlar'lcJnl Inltltutlon, ott'''lh a copy to this for",
",ru' rqlllf'" It tf'l tt,. "n,.,". Ilrllfrflu, It.,.. fOro""I""! 111I 1,...-",1'11.. In Il,.,.nrfh.,,,,n loIlth It'", 1nl1nr1t.n,." 1"" I.~I' r.r Ihll ('otlllllfl""",,,tth nf nD,,"~yl\,,'n1<,
Ou,tltlan. _'Y he .n..".red by ClUing (fIn 787-6121.
COMPLETE PART 1 BELOW . . . SEE
Account No. 21001012487 nlte
E.hblhhed
REVERSE SIDE FOR
05'16-95
FILING AND PAVMENT INSTRUCTIONS
Aooount e.l""c. 2.774.42
Perc.nt Tex.ble X 50, 000
AMOunt Subjeot to Tox 1.387,21
T.x Rote X ,15
Potentlll Tex Du. 208,08
..---
~~ TAXPAYER RESPONSE
COI FAILURE TO RESPOND WILL RESULT IN AN OFPICIAL TAX ASSESSNENT BASED ON THIS NOTICE
To Insure proptr credit to your ~(:t.ount, two
<ll copies of this notice ~Ult ncco~pany your
paYllIlnt to the Righter of WillI, Hal<-l check
payabll tOI "Rtglster of Willi, Agant",
NOTE I If hll paYllllnt. "" lIIade within throe
(3) months of the decedent'. dati 0' dnth,
yOU Illay daduct. a 5% discount of tha taK dll..
Any InnerltnnClll tnll dillll will bacollle dlllnquunl
nJnll (l)) nonth. aftar the data 0' :tlnth.
l-_ CHECK l
ONE
BLOCK
ONL Y ,-
A, 0 fhl nbov. lnfor","tion nnd t"1I duo II cDrrect.
1. Vou ilia'!! chooll to 'UIIl!t pllylllant t!l the Ragi~ter of Wills with two copl.. of this notice to obt<'llr1
a discount or ovoid Interest, or you '"'I'll cto<lcI. bOil "A" and rllturn thlll .,o'\:lce to thl Re911lllllr of
Willi and 81'\ offlcllll IlIUUltllnt will bo lSluld by thl PIl. Oepnrtllllllnt of ReVIIl1UIl.
ft,~ The nooVlII a..lIIt hnl blllln or ~lll bl reported and taK p~id with thll PlIInnsylvnnlll Inheritance TIlK return
- to be fllld by the de<:llrlont'. r.pr.untatlve.
C, rJ Th. "bove InforllllltJon Is incorre,;t lind/or debts and dlllductlons loIare paid b'!! YOil,
Vail IIIullt cOlllphtlll PART 0 lind/or PART CD bll I Olol ,
If you indicete _ different ta~ rate, ple.~e It.te your
reletionahAp to decedent:
OFFICIAL USE ONLY 0 AAF
PA DEPARTNENT OF REVENUE
PART
[3J
lAX RETURN. COI1PUIAnON
lINE I, Dot. E.tobllsh.d
2. Account 8~18nce
3. Percent Taxable
4, Alllou"t Subject to Tax
S. Debt. and Deduction.
6, Alllount raxeble
7, Te~ Rata
8. Tax Due
lAX ON J01NI/fRUHI ACCUUNIH
Ut"
1
2
5....ll_.
4
5
6
7 X
8
PART
~
DATE
DEBTS AND DEDUCTIONS
PAD
1
2
3
4
5
6
7
8
CLAIMED
PAID
-1-
PAYEE
DESCRIPTION
AMOUNT PAID
1
TOT AL
(Enter on Line 5 of T~)( Co~put.tlon)
-I:
.
Undar penel tie.
co.pl.te to the b..t
Jane M. AleKander
TAXPAYER SIGNATURE
of per jur'~, I declare thet the fach .l have reported .bov. Ire true J oo,..,'.ot and
of III~ knowledge and belief.
j .~' ., ,( )('" _/"'; ,
I' I ~ ""
-'
.
..I
HOME () ,
WORKCT"i-1--,-'-4-3-2 - 4:' L 4
TElEPHONE NUMBER
-.-,--.-, -
6(T~/<" .
GENERAL INfORMATION
l, fAILURE TO RESPOND Will RESUl T IN AN OffICIAL TAM ASSLSSt1f.NT with III'I'IIC"III. Inhru! IUUQd on InftlrMtlon
liubrwltted hy the flnlmol.i In.tllu'lon.
j', Illh,rlhl14J1 tlUt bICOI"U dlllnqu'ltIt nln8 1II0nlll. IIltar Ihl dle.d.nt', llfth of duth,
.\. A joint account I, tlll(AUll .",.n though the d.c.d.nl'~ III"'" Wltl "dned !II fll'\ltthr 01 r.nfivllnlll!\c"
4, Accounh (InoludltlQ tho.. held h.twun hu.bano Mu1 wifed whkh thll lIlItH.d.nt jlut In Joint ",,11I11I wlttlln nnll yClllr pr lor to
dutll .r, fully tutlbl. AI tn'n,'.r.,
!iI. h()ounh ..t"bll'hld j(lltllh b,hllulIn Illlthand IInd wlh IIIor. Ihft" onll y.ur priM to duth "'0 not l"~lIbl.,
6. Acoount. hlld by II dlo,dont "In trult for" ,,"oth.r Qr othllrs /lr. 11I1(lIbl_ fully,
REPORTING INSTRUCTIONS - PART
I
- TAXPAVER RESPONSE
1. alOCK A . If th. InforMation IInd DOlllputaUon In thll notlc. 11'11 COr/'Q<1t and dlduotlon. IIr. not bllng chlnd, platll In "X"
In block "A" of p"t I of UtI "lIlKplly.r N..pon.... Slctlon, Sign two copl.. nnd "Jbllltt thllll with your chlok for- the aMount of
tu to thl Roghtu of Wtlh of thl county tnclltllhd, Th. PA Dllfllll"tPlllnt of RovllnuQ 101111 IIlUI IIn offl-<dal "...uMent
IFor. REV-H,lta EMI upon r'Cllpt of the r.turn "'011I thll R,ghtu of Will..
1" aLOCM B - If the n...t ,p.cifled on thil m1tlo. has bean or will b. rllporhd llnd tnK Pllld with thll Penn.yl"'llnla Inharltflnc.
TaK R.turn fUld by the dlcedent', r.pr-...nhtl..... I'lite' fin "I(" In block """ of PQrt I of the "Tftxp.yor R..pon.... uet1on, Sign one
copy llnd return to thl IIA D,pllrt~'nt of RIVllnuG. Rurnu of Indl..,ldual Tnxu, Dllpt Z8060l, tiarr!Sburg, PA 11128-0601 In thll
envelop. pro..,ldld.
~. BlOC,K C - If thl nottell Infor-IlI.tlon 11 Inconlct Md/gr dlduotlon. ar. being tllllMlld, cheok blook "c" ,nd co.pl.tl P.rt. land 3
eccordlno to the In.trunUon. h,dow, SIGn two cordu lllld Itublllit thlll'l with your (h..ok for th. "",ount of tllll ruwnlde to tho ReQ!llhr
of W1111 of thloounty Indlcatlld. lh. PA O.partm.nt of Revflnue will InuI "n oHlchl "....IIlI.nt (Forll REV'lS48 EX) upon rllt.lpt
of thl rlturn fro~ the Rlgl.tlr of Will.,
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Ent.r
NOTEI
thl datI the aecount originallY waf ..tabllshld or titled In the manner MIlI,tlng at dntl of dlath.
For. dlcld.nt dying nU't tUIUS,! Account. whiCh tltl d,oldlnt put in joint ",Ullll wJthin onl el) Yllllr of duth arl
tll(ebll fully au trentferl. Howlver, there I. an 'I(olu.lon not to III(Ollld U,IlOO per t"m.f.r.. regflrdlen of thl valul of
the a~count or tha nUllblr of acco~nt. hlld,
If a doubll a.tari.k (MM) app.ar. bafora your flr.t nallll In thl addr.e. portion of tht_ not It., tha .S,OOO Il(cluelon
alrudy hi' b..n dlduQtld frolll thl acc:ount balaMIIl a. raportlld by the flnal1thl Instltutlon.
Z. Enter the totlll balancl of tho acoount Inoludlng Itderut ftoorued to the datI of d..th.
5. The p.rclnt of thl account that I, taKabl. for .ach 'urvivor J. dlt.r.lnld III followlt
A, Th. parelnt tal(abll for jalnt a...t. ..tabll.hed Mar. than onl Ylllr prior to tha dec.dllnt'. dlathr
DIVIDED BY TQ1Al HUMBER OF
JOINT OWNERS
Exlltlfllll A joint uut rlght.r"d
DIVIDED ftV TOal NIJHBER OF X 100 .. PERCENT TAXABLE
SURVIVING JOINT OWNERS
In thl na.1 of the decldlnt and two othar Plr.on..
I DIVIDED BY 5 (JOHn OWNERS) DIVIDED IV Z (SURVIVORS) .. .167 M 100
16.7% 'TAXABLE FOR EACH SURVIVOR)
B. Th. plrclnt tlweble for a..et. ~r"ated within anI y.ar of thll dlc.dlnt', dlath or account. owned by thll dllo.dont but held
In tru.t for anothlr individual' II (tnl.t blneficiarl")l
I DIVIDED IV TOTAL NUHIER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 .. pERCENT TA~ABlE
[xa.p'tll JoJnt IIceount regl.terad
thl decld.nt.
1 DIVIDED BY 2 (SURViVORS) .. .SO
In the nlUl1l of the dloldent and two othllr perlon. and ..tabll.hld within on. Yllflr of cluth by
I( 100
SOl. {TAXABlF fOR EACH SURVIVOR I
4. Thl a.ount ,ubj.Clt to taw <1lnl It} Is detllrlllln.d by MultiplyIng thll .ccount hfllanc8 <llnl 21 by tha pllrclnt tal(flblll (11n. 51.
S. Entlr lhl tot.l of thl dftbh .nd dlduction. Iltted In Pftrt 3.
.". m. alllgUnl .81(101. Hlne (II It Ue'llrllllllllCl [,~ ,ufHrlcunll tnl altlll ftn\l Ollo..O(lon. \Hnll ')1 HO. tnl ".ount $UOJ.c:t '0 ,all t!lnll Itl.
7. Enter thl approprJate taK rah (lln. 'I) II' dlterllllned bilow,
A, For dllte. of delth occurring "ft.r 6/30/94, the tall ratl' for tran,fer, to 'POU,I, ar. ft. follow'l
1, DatI' of dlath on or after 7/1/94 and blforl 1111'S thll ratl I. SI.,
2. DatI' of dl.th on or after 1/1/95 tranlfere to .pou.e. will bl tallld at 01. taK ratl,
Notal For dlltl' of dl.th prior to 7/1/94 tran.fer, to spou,e. lire taKllblo at 6%.
B, 1r.n.fer. to 11nlol duolndant. including fathlrj 1Il0thlr, .nn, dllughtlr, grllndchlldren, 10n.ln-l11w,
d.U8ht.,'-ln~1.w, .t.pchlld and th.lr IIIUI are tnllable at .11( plrclnt (6%).
C. Traneflr. to III othG'" Includlny brother, litter, unch, aunt, nlphaw and nllcll ara tIll(abl1 at flft..n perclnt OS%),
D. If ;iOU changl thl taK ratl. plllUI ,phcth your r.latlonlhlp to thl dllcldlnt In thl arllft provldld.
a. lhl ..ount of tell due (IJne 8) 1. det.rMlned by MUltiplying th. alllount tftl(abll (llnl 6J by the tall ratl (llnl 71.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
AIlowabl1 dlbt. Ind d.ductlon. arl dllt.r.lnld " follow.:
A, You 11,al1y arl tl,ponelbl. for pav.lnt, or thft ..tat. .ubJ.~t to Ildllllnl.tratlon by a pllr.onal rlpr"lntlltlvl I. In.ufflcllnt
to pey the d.du~ttbll Itll...
a. You actu.llv paid the d.bt. .f\lr rilath of the d.e.dlnt Ilnd cftn furnl.h proof of pIlV.lnt.
C. Debh blln, c:la,\.'d .u.t be 1t.1l11ld fulh In flnrt 3. If IIdtHtlonal spar.e Is nudlld, <lSI plain p"per a 1/2" x 11". Proof of
p.y..nt .ev bl rlqul.ted by the PA napart.lnt of A.vlnull.
TAXPAV~R ASSISTANCE
IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS. PA DE~ARTM~NT OF REVENUE DISTRICT OFFICE
OR CAll THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HA~RIS8URO AT (717) 787-8327. TOO' (717) 772-2252 (HEARING IMPAIRED ONLY)
" .
R(V,l,oo 1M t (1,9~1
I i(.i.i
'fORDllISOfOIAIHAnlR 12131/91 CllICKHlR1
,,~\~'9(\ INHERITANCE TAX RETURN '~oAy::?lgioluS_SlA!MI_~_",,~_.,,_
"<>'iii'",,, RESIDENT DECEDENT ,fill HUMBIR
",.,."""',1''''''0' PI"""""'" (TO BE meD IN DUPLICATE I
DII,"",,,,,;,, "h"'ul 21 97
."."",i'!,:,!, ~~"~'i:"""., WITH REGISTER OF WILlSI :',"'llY(O"1 ","
.:~!"~;~~~"~~-r;~:~r;:~~r:;~Ifi;:~~. i ;01".-
I;;'~~~~::~NO "o"'T~:~'~j,To" 'N' ':'"'"~'~J-".(I"_lftV'"Y=~~~C' _~J~~OD",-mTIiimmNmVC1IONII
r&ll, Or'(prltll f{Qlvrn 0 ], Svppl.rn,nl(11 R'hWl 0 J, R.moindor R'h/rrl
110. dolo' ,I doolh p"o, I, 12.13,81)
o 4, llmlt.d E.tOl. 0 ~o, Fulv" Int""1 Compror,,11I 0 $, F.dtrol Eliot. TOil R,tvrn R.qvir.d
11" dOlol ,I ..olh oli.. 11.',1,821
o 0, D.ced'f)! Ditd TIII01. f.J 7, P,ced,", Maintained (J living Trvll
{AlIach copy of Will} (AlIoch (Opy "I Trv,q
AITCORRESPONO'ENCE AND CONFiDeNTIAL lAX INFO'R~liAfioNSHOITi.OIlT'OIFiECTED TO,
NA.Mt .'---.. -.- 'oW\[i~-iO'~~o~
Jane M. Alexander 148 S. Baltimore street
,,\TIi[ONINVM-i1. Dillsbllrg, PA 1 '1019
Ll1l.. 432-4514
~O, I! lln, 19;1 gfeollH Ihol'1 llr., 18, '1'1'" Ihe diHerel'1" on lille 10 n,i,11Ih, OVfRPAYM~NT.
rJ~
21, Illinl Ie II gr,ater (han lint 19, .nl"lk. diH'/lnc, Ofl lint ~1. Thil Illh, TAX CUE,
A, Enler Ih, Inr't'lI on Ih, balont. due on lint 21A,
9. fnler Ik. 10101 t'lf li(\I 21 and 2lA on line 218, Thllll !h. &AlANCE DUE,
Mak. Chltck POYQbl, 101 'helll'l of Willi, Ag.nt
.,.~ t, '-=::::-..:..~-==:-..:::.::::..:::::=.~.::=_:.::~.: _..,...". ..:..."..:__...._____........ _ .____:..:-.-.,....-:~.,~: ..,.__....._.'"'...."~.__. ..____
__ - 2~,IlE SURE TOANSWERALCQ0iiiIONioN~Riy'iRST$iOiAN'D-TO-Jl-iCHICK MATH <( 0( ___
Unoe' P'IIC1IIi".1 fJ,'i'l'ly, I d,c1o'e '~O' I ....0.. ,~o",,",d Ih" f,I",,", '~(lvd'J O{(I)"'1l0~("9 IP"!J.,l t)~C 1'01'''''''''11, 0110 'I) Ike btl' 01 "'I' ir-o...',oQ' 0.0 O. .'
It '11'11', (O"t~1 0"0 cO"'p1e't 1 Cll{la'. '''01 ell ',QI "'c" kQI b..n f'PlJfI, 01 If.... /TIO,~,I ''il'~' Dt(.Q'010~ 01 plfPC'I" O,~,f '~O" '~.t IH'IO'l'J1 'tP',IP'O"" ,I
bClltd Of! Olll"'olmolio" 01 whtctl pt.po,.r "01 on knowl'd.
IIONATUlI 0' "liON RU'ON.'lt(1 '0. 'I~INO ftlfVlN AO l j 6"}J7 ;-;;,
.>:z~,.,,:"_~ 1 ~:t:~',! . ~~l,t 1 ,:~t!."','i.').~,:~.c;,(/'~'i';'~/J.;L X/_eJ 'Yf/
I NAIVRf , '~HAR R IttllIHAr:\JlH~UfNrA'I'(f -'PORtH v' . IJ w.t...(.,.. rtit---: / ,
- I_,,~/// ,/ /1./,\1 '^ //,'/ I/~ V', / r..,'/;;j;'JI,'/"'....,
. /%/{.('.I-"j;--t#-r"''''J.1:i./. /,~r.I"" )fJ1J _Uq,~.~~.L~r.d{(.!IJt~:~ .':'~f.L"':-
I u It'
,:.:.:,:I.:..~..,,--'
~
'"
"S\:1
frlf.st
OEiil
, ~
"'''
::!~
8~
z
~
I
I. RIOI Ello" (S,h.dvl. AI (II
2. S'ock, ond Bon,J, IS,h.dvl. 81 (2 I
3, (lo,.ly H.ld SI.,kIPoilnollhlp Inltl'" IS,h.dvl. q (3 )
4, MorIYOQ" MO NOIII R.uivobl, (Sch.dule D) ( 4 I
5, C(llh, Bon~ Depolill &. Mhullonlovl P'rlof\ol Prop'r1y i ~ l
(Sch.dvl. fl
6, lolnlly Own.d Prop'r!y IS,h.d,l. fl
7, 1'0",1.., IS,h.dvl. OIIS,h.d,l. l)
8. 10101 Oroll All'" (tOlolllno, 1.71
9, Fun.rol EKp.nltl, AdminlllrClllv. COI1~, Mi1C.lIon'OVI
I<pon", IS,h.dvl. HI
10. D.bll, MOr!gog' llobilillll, lion, IS,h.d,l. II
II. TOIol D.dV<lio", (tOlollln..9 & 101
12, N., Volot 01 E,IO'. (lIn. 8 minvt Lln. II)
13. Cho,11obl. ond Oomnm.nlol &tqDt,"(S,h.dvl. II
I~, N.l Valv. Sy~(tto lox (Lillt 12 mlnVI line 13)
l~. Spavlol Trenlle" (fOf de!" of death olt.r 6,JO,9~1
S.. lr\ltrVC1lOnl for Applicabl. PfHCflr\!oije Oil R.",erlt !1$)
Side, (Indvd. ""olv" Itom Schedule K or ,;chedvl. M,!
16, Amount of L1n. 14 laxoblt or 6~~ role
(Inclvd. '01,.. from S,h.dvl. K 01 S,h.dvl. M.I
17, Amount of lint 1.4 loxobl. al 15% F(ll,
i1nclDdt ,olvo, from S,h.dvl. K 01 S,h.dDI. M,I
18, P,inclpoll" d" IAdd lox I,om Lln".Il, 16 .nd 17,1
19, Credill Spovlol Pov.rty Crvdll P..lot Poymel1l1
+ _4I>6....JlJL.. +
~
tc
f
II
'"
l.i
:l
~
IS~ /5? ~. I,)
c'~
0092
, . ',' ~ ( I(
_ 8, TOlol Numbtr of Sol, Dtpo,ir 80."
"'"
161
171
9977.03
4902.81
( 81
14,879.84
(101
1111
112)
1131
114)
2.159,47
12,72.0.37
-0-
12.720.37
lll.__
1161 .
12720.37
x ,06 .
763.22
117)
~ .I~ .
118)
DiICOUfl!
24..00
Ifllltlll
1191
1201
480.00
e'Utr. hlle. If you 0'. .iq"It"'"9'O 'e'un"'o''Y~Uf o've,pCl ...iI'....
1211
121AI
[2181
283,22
-.0-
283 27
"fy.I'09 ht llutl
~~
SCHEDULE F I
JOINTLY.OWNED PROPERTY~
_._~=-------""---==--- ,iLE NUMBI~
2197-0092
_.~._~.---~.-~--~._.. --
COMMONWEAlTH Of P~NNSYlVANI~
INHERITANCE TA~ RtlURN
RfSlOENT OECfO!NT
I5T/\h OF ---"""---= -
~te_~L.Yiolet F.
Joint ton.ntl'll
---'----.---.....NAME ""-~----.~~.- ---..-...... AOORE_~________ .--.!!!LATIONSHIP TO DECEDeNT-......
A. Charlotte Neidig c/o Kerry Jumper daughter
127 CasUe Dr.
Mechanicsburg, PA 17055
B. Cora A. Beckey 403 Wren Crt. daughter
Mechanicsburg, PA 17055
C. George N. Bates 3900 Durham Road Son
Harrisburg, PA 17110
D. William P. Bates, Jr. 10 Peacock Dr. Son
Carlisle, PA 17013
--,-,.-.--
Jolnlly.ownad prop.rly I
ITEM LETTER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDINT'S INTEREST
TENANT JOINT
---~~~-~-~-- --..
1. A 5/16/9 PNC Certificate of
Deposit #21001012489 $2,774.42 50% $1,387.21
2. B 5/16/9 PNC Certificate of
Deposit #31400053997 $1,492.36 50% $746.18
3. C 5/'16/9 PNC Certificate of
Deposit #21001012487 $2,764.42 50% $1,382.21
4. D 5/16/9 PNC Certifioate of
Deposit #21001012488 $2,774.42 50% $1,387.21
TOT AL (AI.o .nlO' on lin. 6, Rocopilvlatlonl
(II mort .pa" i. n..dod In.o" addillonal.hlll. 0/ .om, .llI)
$ 4,902.81
"
..'
~h'.IJIIIk. 11,"1
'&f~Jd~
... .\l:f,....
(:QMM()Nwl,6.\1l1 0' "IWI~ll,jI,NIA
INH!lI.llo\N(f 110), IlflUII.~1
~(~ ~\pjl (,:'1 (( (1(11'
m~Jt~t='='====='~""'"''''
I SCHEDULE H
FUNERAL EXPENSES,
... ..L:~~~~~~~~~~~~,~~~TES~1~~ "~'llf~~:Jr,!!!~,~L!IP.,!...~
---1 2197..0092
-
Bates, Violet F.
-iTE~'
NUMB'U I
--
A.
8,
2.
3,
4.
C,
1.
2.
3.
4.
S.
6.
'f.
8.
DBSCRIPTION
AMOUNT
1.
'uneral bp.n...,
Pre-paid arrangement
Admlnlllrallv. COIIII
None claimed
1.
P.rlonal R.preltntallv. Commlllivnl
Social Security Numb.r of Ptrlonol ROP"ltn10llv8I .
Y.ar Commlllionl paid __
-
AllorMY FUI Jane M. Alexander
$750.00
Family b.mptlon
Claimant
Addr," 01 Claimant at d.e.d.nl', d.oln
Strut Add,,"
None claim
R.lallonlnlp
City
Slolt
Zip Cod.
Probot. Fe..
Register of wills, Petition for Probate, 1 short Cer .
MII~.lIantou. bp.nltll
Register of Wills - filing Inventory and appraisal
Notary fee
Reserved for filing release
57.00
25.00
8.00
16.00
69.00
Reserved for filing First and Final Account
TOTAL IAllo 'nler on line 9. R,(oplt"l"tlon)
III mort Ipact II ...d.a, In..,1 aaalllonol .h.." 0' lam. Iln,)
s
$925.00
"'__ -'f .... ,...._.." ....,._~_
:" -
ut po.~Ln9 "O\Uih~ 10 QQhOlotlOI'\ with thQlr (\1,lt1U III luch ~n any '\H~'.
(.11.ol.:Loo 10 whloh t.htY may b. oaU"c,l UP?r\ t.o ~(,'t i.l'\lIotu It 'I 4m Able by LAw
to .dQ IQ1
IN WITHC811 WHEREOF, X have htnunt-o ut lilY hand .nci leal to th1l,
f\lY Lf,1t. W11.1 ....4 T"Uluht,oondltllV~ ot two (21 t~'PtWti.tt8t'1 PI9",
-.
Hut ot whloh b",U mY I1Qnatutt ill the mUQ~n tot the pl,lrpoII t;lt
Ulnt1Hoat.lo" thh II-.~' day of .....,{) tJ/ h-~/ll JJ...{ ,''1 I I 1971,
,hi
J~' 1 rB~"-
Violet F. DatUM, T'I~atr~K
11i&~~
819ne4, ..Utd/ publiBhtd 11.,,4 deolArld by tht abOve"nlUllld TlltlttiK,
Viol~t F, Blt"t .. an4 for hit La,t will ,^d rl,tamlnt, 1n th, pt,..ncI
of 1,1', who, at hit nQuQtt, 10 hit 119M and prlunoe, and in the .i.r~ht Mid
prl.,nOI of ..oh other, hbVI hlreunto aublor1b6o our namo' al wi.t",."I,
c:;;J;,. , ~
'<I'!""~
.~,,~
Add ' , . ,..J h I
reai~"V lfr'l'j)I,}I~I.' .~J/{" ~,""/ - (,/
I~ c/jJd(,
Md'''' 11 (II 'It'ir~i >:.fi ,-J (], /.. (.
..
\
,'-i':,
-<:
/.'/ ',,'f 'J
f } /.) / '/'1
BUREAU OF INDIVIDUAL TAKES
INHERITANCE TAW OIVIStOH
DEP1. 28060:1
liARRlS8URO, PA 171t.~O'Ol
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INliERITANCE TAK
APPRAISEMENT, ALLOWANCE OR OISALI.OWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAM
01'19-98
BATES
01,13,91
21 91-0092
CUMBERLAND
101
!__. - _A.~~n~ !l..t~d=~
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 11013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
R i!V: iS4?" ~i[" Af'j; -f ii 'F 97T - iliir-icE- -OF- YN'HEiii i' ANCE - TAX - iiPPRiii'sEioi€il'r; -Ai. i.-oWANCE" '(ili--- - -.. - - --- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
VIOLET F FILE NO, 21 9"7-0092 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JANE M ALEXANDER
148 5 BALTIMORE ST
DILLSBURG PA
11019
ESTATE OF BATES
TAM RETURN WAS, ()() ACCEPHO AS fiLED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BA~NI ORIGINAL-RETURN
1. R..l Eat.t. (Schadul. A)
2. stock. and BondI (Schedule B)
3. Ciosely Held Stock/Partn.rwhlp Int.r..t (Sch~dul. t)
4. Hortaat../Not.. Receivable (Schedule OJ
S. C.ah/Dank Deposita/Hilc. Parlonal Property (Schedule E)
6. .Jointly Owned Property (Schedule f')
7. Tranlfer. (Schedule Q)
eo Total A.I.t.
( ) CIlANGED
(1) .00
(2)_ .00
m .oq
(4)__ .00
(S) 9 .911. 03
(,) 4.902.81
m .00
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fun.,..el f.KP~~.eI/Adn. Costs/Hlso, EKp.ns., (Schedule H)
10. D.bts/Hort"ag. 1.1abUtU.a./Lianc (Schedula I)
11. Totel Daduotlonl
12. N.t V.lu$ of T.~ R.turn
13. Charltabla/GDY.rn~.nt.1 aequ..ta; Non~ftleoted 9113 Tru.t. (Schedule J)
14. Net Value of Eat.te Subject to T&~
If an a.....lIlllnt wa. issued p,'eviously, lin.. 14, lS and/or 16, 17 and 18 will
reflect figures that include thY total of ~ returns e..e..ed to date.
ASSESSMENT OF TAXI
IS. AMount of Lina 14
16. A.-un! of Lln. 14
17. Aoount of Lln. 14
18. PrIncipal T.~ Due
TAX CREDITS:
PAYMENT
DATE
04-12-91
10-03-91
NOTE I
.t Spousal r.t.
taK.bl. at llna.I/CI... A r.te
taxable at Coll~t.r.l/Cl... 8 rat.
925.00
(9)
(10)_.~_
(11 )
(12)
ll!)
1I4)
liS) .00 M .00.
1I61 12.120.31 K .06._
1I71___ .00 M .15.
liS)
RECEIPT
MUNBER
AA185396
AA242303
----.- f---" .
DISCOUNT (+) ,
INTEREST/PEN PAID (.) AMOUNl PAID
------ 24.00-' 456.00
, .00 283,22
'*
UV.I~-H tll'~ In.HI
VIOLEr
F
DATE
01-19-98
NOTE: 10 Insure prop.r
cr*dlt to your Iccount.
lub.U the UPP.I~ portion
of this for~ with your
hx paYMent.
14.879,84
'l , I !i!L..9L
12.720,37
.00-
12,720.37
,00
163.22
,00
163,22
TOTAL TAX CREDIT 163 ~2
BALANCE OF TAX DUE .00
INl'EREST AND PEN. ,_~o
'fOTAL DUE . 00
IF TOTAL DUE IS LESS TNAN .1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REfLECTED AS A '''CREDIT'' (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
R~SERY~110HI E.t.ti. of dIU.dent, d~lng on ~r blfor. Dao'~.r l2~ 1981 -- If an~ future Int.r..t In t~. e.tat. 1. tran.f.rred
In po.....lon or anjoy.ent to Ct,.. B (coII,tarel) b.n.flal.rl.. of the daoad.nt aft~r the axplrotlon of any ..t~t. for
lif. or for y..r., the Co..onwoelth her.by IKPr.,.!y re.erv.. the rlOht to epprat.. and ...... tranlf.r Inh.rltanc. Tlx..
at ttM lawful CI... a (coUateral) rat. on tltly ....ch future Int.r..t,
I'\IRPIl$E OF
NOTICE I
, ,
PAVHENT I
To futflll t~ r.qulr..ante of S'atlon 2t40 of the Inh.rltanc. and E.t.t. TaM Act, Act Zl of 1995, (12 P,S.
S.ttlon 9140),
Detach tha top portion of this Notice and ~ub.1t with ~our paYII.nt to the Reghter of Wl1h prlnhd on the rov.r.. .Itle.
--Hatta ehaek or .onoy ord.r payillbla to: REGISTER OF HILLS, AOENT
REFUND (CR)I ~ refund of a tax credit, which w.. ~t requ~lt'd on tho Tax Return, .ey be r.qu..tad by COMPleting an "Application
for R.fund ~f P.,~.ylvanJ. Inherltanc. and Estnto Tax" (RE~-1313). Appllc~tlon. ar. av&llable at the Office
of the Ragl.tar of Willi, any of tho 23 Rev.nue Ol.trict OffiCI', or by calling to. .~lal Z4~hour
an,w.ring ..rvlu nuablrl for fOI'" ordedngl In Pennlylva,.,h. 1-80tl-.36Z-Z050, ouhld. "Inn.ylvlanlll and
within lucel ttarrhhurg arsa nl'/) 1a1"8094, fDOII (111) 11~-Z2SZ (Huting htpaired On1\l).
OtJECTIOHSI Any party In Int.Flllt not lIatl.flad with the Rpprallilll.nt, I\11owsnc:e or dlll'lllowanca of d'ductlon., or ...........t
of tal( (lnc:luding d"count or Inter'..t) III shown on thh Hotic. .....t obj.c~ within .bty (601 day. of rao.lpt of
thh Notlca by I
wk.,,"Ht.n prot..t to the PA OepartHnt of Rav.nue, 80ard of Appa.h, Dept:. ZIIIOZl, HarrhbUl'g, PA 17128-1021, OR
~~.laotion to ttave the ....thr dater. load at audit Clf the ftccount of the parsonal rlllprelll1lhltlv., OR
~~apPIftI to the Orpl\Nl" Court.
ADHIH
ISTRATIYE
CORRECTIONS:
Far.tu81 error. discovered on thl, ft*e'Gsa~nt ,hauld b. addr...ed In wrltin~ tal PA O.part.ent of R.vanue,
Buraau of Indlvlduel TaxIS. ATTN1 P\Jllt h.lllllent R....I.w Unit, O.pt. Z80601, Harrisburg, PA 171211-0601
Phonll (111) 787~6!10~. 58. pltg. S of th_ booklet "':::n.tructions for Inh.rltftnoa TaK R.turn 10r 1\ Ro.ldant
Dlnedent" (REY~150l) for an axplanltt10n of adlllnhtratJv.1y corr.ctabh .rror..
bISCOUtlTl
If any tax W. 11 paid within thr.. (1) calandar .9nth. aftur thu daudant's d..th, a fhle percant (S:O dhcount of
tha tax paid i. .llowed.
PENAL TV I
Th. 15~ tax ~.ty non-partlclpatJon p.nalty i. co.puted on the total o~ the tal( ~d Jntar'lt .eF....d, and not
p~Id before January Ill, 1996, the flr.t day afta,. the and of th. tax ftllne.ty p.rlod. Thl. non-participation
panllty ie apP..labla In the .... .ann.r end In the tha sa.. tl.. p.rIod .. YOU would app.al the tft~ and Intur'lt
that ha. baen .1....Ma a. Indlcat.d on thl! notica.
INTEREST I
Interut 11 c:harll.d baglnnlng with flrat day of d.lInqu.nr.y, or nlna (9) .Oflthe IItnd ona (l) day fro. tha dlte of
dallth, to thll dllh of pay.ant. TBl(.e whIch baCII., d.Unquent b.fore Jltnullry I, 19a2 baar I"t"rut IlIt tll. rat. of
.lK (6~) per~ent par If'InIJI calculated et a dally f'llts M .000164. All tax.. which baenR' d.lInquent Ofl ftI'ld aftel'
JM\.I'ry 1, 1982 will b."r intarut at a rut. which IoII.lI vary fra. natendar Yllr to cel.ndar y.ar ..ith that rite
IInnuuno.d by the PA O.part.ant of Revem.... Th. IIppllcable Intarut n.tn fOl' 1982 throufth 1998 aral
Y.!!! !!l!!.re.t RIIta !!.aUy It'ltar..t Factor !!!r lnter..t Ra.!! (lIlIh Intarut Fllcta':
1'02 ZO;( . OOO~48 19&7 " ,000li!7
1985 16:< .000418 19118-1991 ll,~ .000301
1'111\ 11:< .OOO30l 1992 " .0001!41
1'115 nit .OO03S6 1995-1994 ,~ .0001'Z
1911' lOiC .000Ue. 1995~199a .~ .0011247
HInt.,..t Ie caloullllted II fol1(ltljll
INTERE$T = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELRNQUENT X DAILY INTEREST FACTOR
~~Any Notice InUl<! aft.r th4t hl( becON' a.lInqulnt ..Ill refl.c:t an Intsrlut caloulatlDn ta fUta." (15) dlYI
beyond t~ ~te of t~ e'I.,.aant. If p'v-ant I. .ade Ifter the Int.r..t eo~tatlon data lhown on the
MoUee, adcUtlOl'llll Inter..t MI.t b4I (latel,t,tad,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
III
William P. Bates, .1]:. and Geor9.eN. Bat.es
b.ing duly .sworn . oocordlng 10 low, dopo.OI o"d .ays Ihol tho yare.Co-Executors
of tho Ed.I. of Vi()l~tF. jlate.l!...._. ..,_
1.1. of East pennsboro 'l'ownship " Cumb.rland Counly, Pa., doc....d and Ih.t the
wllhln I. .n Inv.nlory mod. by. .WHliam. P . Biilte.1l ,.:Ir., '"_. tho s.ld_E~_eQl!j;q.L..
01 Ih. .ntlre ..Ial. of said d.c.d.nl, oonsllllng of oil Ih. psrso.ol prop.rly ond r..1 ..tet., ..c.pt reol ,,"10 outsld.
the Commonwealth of Pennsylvenlo, ond Ihol Ih. figur.. opposll. ..th II.m of Ih. Inv.ntory r.prOl.nt It's f.lr volue
os of tho d.I. of decedent's deolh.
Sworn
_._~ ond ."bscribod b.fors me,
, (!j/" F' ? 1'.;:.;,d
'fIllart'-';:~x;'~;(~~-Bafes,' Jr:.
Ge,i~e~~EX~?:~----
1QP~ago.c~_pr.,~ca!:1!.!3l~_f'J\._1}013
Adelr...
3900 Durham Rd. Harrisburg, PA 17110
D.te of Deoth
.1L
O'Y
January, .__,_.__'''_~
Month
, qq,L_.__..,_._.
V..,
INSTRUCTIONS
I. An inventory must b. lII.d wilhln three monlhs .It.r appointment 01 perlonal r.pres.ntatlv..
2. A suppl.ment inventory musl be Iiled within thirty d.ys of disoovery ol.ddltl.n.1 au.ts.
3. Addltion.1 shee" m.y b. alteohed OS to personally or r.alty
4. See Arllcle IV, Flduolarl.s Act 01 I Q4Q.
c.' , ~
'.-1,
.t:l
III
~
E-i 1
~ g Ul 0 ,.'
N ~ Ut ~ .~
+> 0 ~
0' ... It! .J:l u \\
(:) ~ ~ " \ \
~ w (Xl III Q If\ \ ~
(:) "
I :r ... ... ~ , :. "'\ E
I- ... . ~ 0
..... ... ... ~ 0 r... Ut ... I, ' 't.
'" w 0 ~ !l.. f
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Inventory of the real and personal estate of
VJ 0 ta LE~._jl~tl&lL~_~______,_ deceased
......-- --'-~~-~""-~-~~_n___-'_'""""_,",~,_,~~,~,~~~~-<~",,,,__~~___u__,..._
_"__'~__~~~n_n._.u.__~~~-<--->_.~__ ..___.__ ~~~_
1. Members 1st Federal Credi t Union Savings Account No. 47227-00 1,253 47
2. Members 1st Federal Credit Union CD /147227-43 5,861 30
3. Members 1st Federal Credit Union Checking Account No. 47227-11 2,333 04
4. Union Fidelity Insurance Premium refund Policy /l5091458-C6-33 376 1 3
5. Union Fidelity Insurance premium refund Policy /l9348935-M7-33 73 09
6. Amed,can Red Cross Security deposit refund 20 00
7. Union Fideli ty refund 60 00
Jointly-Owned Prop~rty
8. PNC CD /121001012489 ($2,7'74.42) 1,387 21
9. PNC CD /131400053997 ($1,492.36) 746 18
10. PNC CD 1/21001012487 ($2,764.42) 1,382 21
'1. PNC CD /121001012488 ($2,774.42) 1,387 21
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Total
14,879 84
S'l'A'l'US llEpQR'l' UNDE_R RULE 6,12
Name of Decedentt Viole.tJ'...... Bates
Date of Deathl January_'l, 1997
Will No. 21-97-0092
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I teport the following with respect to completion of
the administration of the above-captioned est.ate:
1. State whether administration of the estate is completet
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration wUl be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Cou,rt? Yes No X
--- ----
b. The separa te Orphans' Court No. (it any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes~___ No
d. Copies of receipts I rel.eases I joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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(/ ane ~l. AILander.l Es~ire
ame (Please type or print)
148 S. Baltimore street
Dillsbur9, PA 17019-1007
Address
Date~(/r4/f/Y
(717 l 432~45' 4
Te 1. No.
Capacity: Personal Representative
(MAHlrmf/AM3)
X Counsel for personal
representative