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Estate of, R. M.arn..u('rj,.l:."'-..ll",'!!..!:........_~__
olso known as --'...".............~C~""_n___~__.,...
l'E'I'lTION ).'01{ PROnATE IInd WIANT (W I.ETTEIIS
No, .,~::-:...l99'1:D I 00
To:
Register of Wills for the
County of (;I"!'.~'.:,,-I~!~_d In the
COll1lllonwealth of Pennsylvania
._~---_.'.___...___"~...m,.~. ~ _~_~__. _n.n".".,.
___.__________'_T..___~_~......______.. LJeceoJcd.
Social Security No. _5,U4.::::.ll!::!t.:iJI.2.______
The petition of the unue,.r.igncu respcctfully rcprcscnts that:
Your petltioner(s), who is/ill'' 18 years of age or older anthe exeeul!!.r
In the last will of the above decedent, dated Septemb.!r 18.
and codlcil(s) dated ....1.1".':'!'_____,_...
aamed
__.19.JL
(state relevant drClInlSIIlIICt'S, e.g. renunciatloll, death of l!l<Ccutof, etc.)
Decendent was domiciled at death in _..Gu~~e!!and _ u County, Pennsylvania, with
ILer_last familv or principal residence at cfa.,!~. Point!..!....!!!! S. lIanove~ St. C1ty
of Carlisle PA
,-_I'.._----_.__.._.._~._--_. .___.._'____~..____
(list street, number and nlundpnllty)
Deeelldellt, tllnn.. ,84 f 'd' d January 12 1997
, ycars 0 age.. Ie ----'------~-.........--n-..-o...........'
at~~l Pointe_.at Carlinle..L~~~...!!aJ~!!.~('r ~~~~_1nH., rt\
Except as follows, deccdcnr did not marry, was not divorced and did not have a child born or adopted
after exccution of the will offered for probate; was not the victim of a killing and was nevcr adjudicaled
incompetent: .........EORl. ,_.~__, .. ....,_..,_
Deeendcnt at death owncd properly with cstimlUed values as follows:
(If domiciled in Pu.) All personal property
(If not domiciled in I'a.) Pcrsonal propcrty in Pennsylvania
(If not domicil cd in Pa.) Personal property in County
Value of real cst ale in Pennsylvania
situated as follows: ____,_,__..
S 5,O'lO.00
L -o-
S -O-
S ___-=ll::
WHEREFORE. petitioner(s) respcctfully request(s) the probate of the last will and eodlell(s)
pr~<ented herewith and the grant of lelters tentamenl'ory
theron,
(If.Slamcntary; administration c,t,a.; admlnilHflltloll d,b.n,c,{,a.)
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Steve W. Bedi
Chapel Pointe at Carlinle
"'_ 770 "[...J!.anover Sl.
<:arli81....,_l'A 1701;1
OATH OF PERSONAL REPRESE~TATIVE
COMMONWEALTH 01<' PENNSYLVANIA } I:lS
COUNTY OF ~II..HIIERI.AND_......~,___ .
The pClhioner(s) llbol'e.named swear(,) or affirm(s) thalthc statements in the foregoing petition are
true and correct to the bcst of the kllOwlcdge and belief of pctilioner(s) and that as personal represr.n.
tative(s) of the above decedenl pClitiollcl'(s) will wellan\1 )ruly administer the cstate according to law.
", I
Sworn to or affir~'fd and subscribed,' LI..L...:.~L~.!....-.A.1Ld~_ c.,
before me this ___,.., .. S 1.._...____ day ij~' ..._~__~__..._,_~,_,__~_, ~'
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Estate of
. It. M^HG.lJl:JU.'J'E i:iCO:J.:'L
, Deceased
DECREE 01<' PROBATE AND GRANT m' .LETTERS
JANUARY 31 97
AND NOW ____~._,___....___ .__..~.. 19_.._~_.." in consideration of the petition on
the reverse side hereof, satisfactory proof having becn prescnted hcfQl'eille,
, SEPTEMBER IJ, 1992
IT IS DECREED that the Instl'ument(s) dated__.._~,_~._..,.._.~_.._,_.._.
described therein be admlttcd to probate and flied of record as the last will of,
R. MARGUERITE SCOTT
and Letters _---T.E.S1'At1E.NTARY.
are hereby granted to _.._,_?TEVE~.. BEDI
MARY
\P ~ttIC.~;:&)
C. I,EW ..J Regl'tcr of Will,
FEES
Probate, Letters, EtC. ..,.,.,.. $ 25. o~
~J??8e~t~f1cates(4) .. .. .. .... $ 1 ~ : ~ 0
Renunciation ,'..,.",..,.." $_"-1<7\"
JCP .$_ ".uu
TOTAL $ 51. 00
JAN1,JARY 310997
Flied,..,.,..,.,..............."...'" .
r>Ul^..(~LI'i;S H.M1'Jr; E~i,
ATTORNEY (Sup. Cl. 1.0. No.)
115'7 [:1(IIC-iBEf<M:'R. 51:,
ADDRESS
I-rn-NDVC-1\, t>A 11301
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PHONE
L~TT~RS AND ORDER MAILED TO ATTORNEY
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE fiLED IN DUPLICATE
WITH REGISTER Of' WILLS)
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COMMONWrAL1H Of PfN"'S'(LVAt~IA
OEPARTMfNT Of REVENUE
OfPT,280601
HARRISBURG, PA 17128.0601
OfCtOfNl;i N.ME Il"'S'~. FlkSl.'.AN'D--MIDDI[--;NIT"~'ll '
SCOTT, R. MilRGl'ERITE
'FOR OATIS OF DEATH AnEA 12/J 1/91 CHECK HEAl
j IF A SPOUSAL
POVERTY CREDIlIS ClAIMF.ll I j
Fill NUMBER
21
COUN1Y corJE
Y7
IOD
NUMBER
YLAR
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1''';~';';~\",:V:O;:O''''~~MII;;\i.;,"i'i"I'='''''' '''''''ll [':'" IfWRlTV NIIM'" .
!Xl 1. Original Return LJ 2. Supplemental Rnturn
[] 4. limited E.tate [] 4a, Futura Interest Compromhe
110' dol.. 01 d.olh ali., 12.12821
fil 6. Decedent Died hstCl'~ L~ 7. Oecedenl Maintalnod a living Trusl
IAllach ,opy of Will) IAlloch copy 01 T'."I
ALL CORRESPONDENCE 'AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO-;--.------...--..-- ,- '..'.
NA.ME---'~'.~- <, COMPIETEMAllINOADDRE5!i -~---~--~
Douglas H. Gent 1157 Eichelberger Street
TELEPHONE NUMB[R ,-....----- Fui te 4
1 7!..i....L632-178IL,_.. H~nover'.x~~n)1 _~~~~~~~~,~"~~==
Net Value Sublecllo Tax JlIne 12 mlnu~_.~ne 1~1_._____
Spousal Transfers (for dates of death after 6.30.94)
See Instruction I for Applicable Percentage on Reverie (15) -None-~
Side, (Include values from S"hedule K or Schedule M.)
Amount 01 Une 14 taKable at 6% rate
(Include values from Schedule K or Schodule M,)
Amount of line 14 taKable at 15% rote
(Include values from Schedule K or Schedule M.I
Prlnr:lpallax due (Add IC1K from Unas 15, 16 and 17.)
CrediU Spousal Poverty Credit Prior Poymen1s
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1. Real Estate (Schedule AJ
2, 510ck. ond Bond. 15ch.d.l. BI
3, Clolely Held Slock/Partnershlp Inlerest (Schedule CJ
.4, Mortgoglu and Noles Rocelvoble (Schedule 0)
.5. COlh, Bonk Oepollh & Miscellaneous Personal Property
(5,h.dul. EI
6. Jointly Owned Properl)' (Schedule Fl
7. T,anlf", 15ch.d.l. 0) 15ch.d.l. LI
P" T otol Gron Anets (Iotol lines 1.7)
9, Funeral fxpensos, Adminl.tralive COSh, Mi"ellanoous
EKpense'15chedule HI
10, O.bll. Mo,tgag. llobllltl... lI." 15,h.rl.l. II
11. Total Deductions (total lines 9 & 10)
12, NElt Value of Estate (Une 8 minus Une '11)
Chorllable and Governmental Bequests 15chedule J)
Q- e, Total Number of Safe Deposi! Boxos
11 ) _None,.,....".____~."..,~___,. ",..
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12) Non~~_....._~...__...~_.., ','
13 ) Bo_1]~__~_~__......
( 4) N"n~:_~,_._____.__
(5) ~O.,.~08..:.8~..___.__~
(6) JkD.!L_~~__,___
(7) Non.",-__._..__
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(9) J.9,444.95
(10) ..l.~3.11..6.fL........._,---~
18) .l!.O, 80~.~L---~---_
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(11) 11, 7h~Q.L.._.~__~_~
(121~~ :~~~: ~_..___
(I 31 ..._.... ...__~
1141 ~6.448..~.~ --....,.::~c=~c~._c=_
..__)(,__....1:11
(16) _No.n",_~,
._,_)( ,06 I:
117116,448. ,';9
.-._.,..__,)( .15 I:
2,467.29
(1812../I6??J
+
Discount
o
(I 91
1201
2.4(,Z.29
-.0-
Interell
[)
If line 19 Is greater than line 18, enter the difference on Line 20. This is the OVERPAYMENT,
Ii1 [J
Cl1cck hOfO if you ore requesting (1 rofund of your ov~rptlymont ,
2,1167.29
1211
121AI
(21 BI
-[)~
2.467.29
21. If line 18 I~ greater than line 19, enter th!l differonce on lino 21. This is the TAX DUE.
A. Enler the inleres! Oil thl;! balance duo on lino 21A
B, Enter Ihe lotal of Lino 21 and 21A on lino 21B. This is !he BALANCE DUE.
_.-.____._,.,_,~,~~.__,~.I".ck P,(JYo~~!__~o: Register of Wills, Agent
__----------1=___..__._.,__.,..""". ,. ,__~..... , ,__._, , "'m'_'___..."....."'m__'__'u""... ,.'_'
__~__~.__.~.~~~IlEJ.uREfCl,A~,S~E,~ALL~UESTIONS ,(jN RE\'~RSE,S,IDEAN[)TCl.~~~.~~~f.<.!I~~__~ _:<_.~._...,__
Under penalties 01 perjury, I declorll tho! I hCJ~e oxam,ned Ihi~ tOIU/11, includinl] (lcc\.1mponying \chadulfls Clnd ~to!tJmenls, olld to tho basi of my knrJwlt'ldga and belief,
It is trl.ll3, rorttlct and camplote I doclmo that oil reol o~tcll0 hm bnu!l Inporlod al lruo 1!10(kfl! ~nluo Dndurotion of proporlH other than the personal lepr6\Ontcltive i~
bnsed on all inlormalion of whith prapmor 11m any knowlNIU'J
~'iG~)!!,-RC, Of f,",'St>N RTS"':JI~,~lltf,l'Of- fi,II,I~(' III rll~N ~:'7~~ -'1 (' ..!i , . ',,/ 1/' / /1 ... DAH C/ I;;
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J Will OF PIl Allfll n I ! IHM ff'~~'1 f.{)I'RI ~,~, I [Jill[ ~ I
I, .~,'- ~(., ]]'i7 Elcllellwrger St., Stc 4, Hanover, "A 17331 7'1'^:?/1'7
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AmerlcAll Ellpl8al Flnallclal Advllor. Inc,
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(;.jlll'dn f'HIlIl':)'lvdllld I/O!:!
Mrutlm M. Uel1l'chnk
Porr,IIIl;.1 "111(111(',11 Allvnn
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FINANCIAL
AI)VISOIU,
AuguSI 5, 1997
'1'0: Douglas II. (Jenl, Allol1loy;al-Law
Hanover 810\lon
1157 Eichelberger Slreet
lIanover, P A 17331
From: Maxim Demchuk
Re: Marguerite Scoll
DellI' Mr. Gent:
AUG 0 " 19'17
The dislribution of Ms, Scoll's Annuity (9300 1108812) is Iisled below. The vulue of the unnuily
onlhe dale of her dealh (1-12-97) was $54,966.30.
llis1rib.u.1iwl
llineliciary J:!lliQ i.\JUillIlll
1. 25% 10 Gcruldin L. Scoll, Sislcr 3/18/97 $13,855.84
Bethany Towcrs Apt 517
335 Wesley Drive
Mechunicsburg, I' A 17055-3565
2. 25% 10 Alliancc Home of Carlisle 3/31/97 $13,907.47
Alln: John Hendrickson
770 S. Hanovcr Slrcet
Carlislc, PA 17013-4105
3. 50% 10 Chrislian & Missionary Alliance 3/31/97 $27,814,96
Alln: Darrcn Mullenix
Direclor of Trust Services
PO Box 35000
Colorado Springs, CO 80935
Sincerely,
'~')~kCtWl; (~ (
Maxim Jmchuk
.IYI~II U I II IInl
'I SCIIElJULE II
&,fi';fJ' , FUNERAL EXI'ENSES,
COlAlAotMt^,lIlor m",,,tv^"'^ AOMINISTRATlVE COSTS ANI>
.._.._____-'r~~.~lLi'~'!',,'t.:'&Hj:~_.___.____._~I~C_E_L~A~EOUS EXPENSES Pllatt Prllll orl po
UiAIEOF ---__...__.._____________.0__.0. -.-.-.... ~"~~.ilniUMllir-----n- -- '(--~"L~""C"
SCOTT, R. MARGUERITE /.I-n-IOO
ITEM
NUMBER
. --_._...__.~_.
A.
DESCfllPTlON
AMOUNT
FUllo,al ExPOII'OIl
l.
Takoma Funeral Home, Ine.
George's FI,owers - Me.morial Service
6,/,26.25
37.10
2.
B. Adtnllll.lrallvl Co.I.,
4,
C.
l.
2,
3,
4,
5,
6,
7,
0,
1.
r'Hlonol Roprolonlotlve C0Il1111ll1lol1l - Steve W. Bedi
Sodol Soeurlly NUII1bor of Porsonal Roplolonlatlvo' _._
Yom C0Il1111I..lonl paid _____!t9L.____.__..____
1,292.00
2,
Allarnoy Fool _ Douglas H. Gent
1,292.00
3.
Fall1l1y EKoll1ptlon
Claimant .____....
NONE
Rolatlonlhlp
,
...-..._.-:---.--.-,~,,,,,,,,;-
Add,o.. of Clollnanl 01 deeodonl'. doal"
Slrool Add,oll __._____
Clly _____.___.__.._.__.._.__._----'_51010
Zip C'Ode
Probato Fool
SEE ATTACHED
Mlleollaneou. Expon.."
N.H. Fahnstock, Auctioneer
8E4.25
Chapel Pointe at Carlisle - Income Tax Return Preparation
40.00
Steve W. Bedi -- reimbursement for postsge, telephone calls Rnd
other out-of-pocket ~xpenaes
218.07
r'"
.
..
"
,
TOTAL lAlla onlo, an IIno 9, Roeopllulatlon)
S 10,/,/,4.9';
(If more .paeo I. noodod, 11I.0rl additional .heell of .amo .lro.1
AGREEMl,:N'I' Illude thIs t. rk.. dny of ~ ' 1992, between
R. MARGUmU'I'l~ SCO'I"I', residIng at 'l'ho Alllanco 1I0me, 770 South
Hanover Streot, carUslo, p(lI1naylvnnia 1701J, ("Donor") and'l'IIE
CIlHIS'l'lAN AND MISSIONARY AL,I~IANCg, /l New York corporation with
its principal office at 1l!:i95 Explorer Drive, Cl)lorado Springs,
Colorado 80920, ("Alliillwe").
1.
~l'ri'lD!JLQ_LJ;.\L~,-tLt Fun\.!. '1'ho Donor. transfers and
delivers to the J\lliance tho property described in the annexed
Schedule "A" ("Gift_ Fund") which the Allinnce aucopts upon the
following terms.
2. (A) l~WJll9Jlt.\iI_t&_Jl.9J1Q.t:. During the lifetime of tho
Donor, the AllIance shall pay her the entire net income of the
Gift Fund in quarterly or such more frequent installments as it
may determine, provided, upon the wrJ_ tten dIrection of the
Donor, the Allianue shall retain the trust income and add that
income to principal. The Allianue is further authorIzed to pay
to the Donor, or apply for her' l)enofit, as much of the Gict Fund
principal as it may deem advisable and necessary for her main-
tenance, sUJ..lport and health.
(13) l:ilYJll.~nt€L-to SllLYLy'QL1l9.!lQilI<JJID'.' upon the
Donor's death, if the Donor's sister, GERALDINE L. SCOTT,
("survivor BenefIciary") sut.'vivet4 her, the AIIIanCl! t::hall, in
its sole discretIon, pay to or apply for her benefit during her
lifetime as much of the net income and principal 01' t;ho Gift
Fund as it may doom iHlv i sabl" and noceHEH,ry for hor maintenance,
support and hoalth, provided, that no distributions shall be
made to or for tho f3l1l:vivoJ:' 1lt.'ilOficdary J.[ those distributions
would dIsqualify tho sllI:vivor llelwfiuiary Ll.'om rocelving any
Hocln] GOClll:'lty bcnof.lU: "nl! ilny o\:hol' fedoral, Dtato or local
pubU.c uflElilltilIWC1, Inc]udlnCj, but not 11I1d.to<1 to, Modicald
bonoflts, to which tho SurvIval' Bonof.lclary would otherwise bo
entitled. It is the Donor's lntent that no part of the income
and principal of tills trust be cons.ldored an available resourco
of the Survivor Beneficiary for purposes of determining the
eligibility of the surv.lvor Donoficiary for such assistance or
benefits and the liabil.Ity of the Alliance, as 'I'rustee, to
reimburse any federal, state or local agency for services,
benefits or a8sistance that shall have been provided to the
Survivor Beneficiary.
(C) p"avment of RemWder. upon the death of the
survivor of the Donor and the Survivor Beneficiary, this
Agreement shall terminate and the then Gift Fund, and any
accrued income, shall be distributed as follows:
(1) Fifteen percent (15%) thereof to FIRST ALLIANCE CHURCH OF
'I'HE CHRIS'I'IAN AND MISSIONARY ALTJIANCE, 14500 New Hampshire
Avenue, Silver Spring, Maryland 20904, to be used for its
general purposes;
(2) Thirty-five percent (35%) thereof to THE ALLIANCE HOME OF
CARLISLE, PENNSYLVANIA, '770 South Hanover street, CarliSle,
Pennsylvania 11013, to be used for its general purposes;
and
(3) Fifty percent (50%) thereof to the Alliance for its Great
Commission Fund.
3. Pny_me.!ltlL.t_o Represel]tati ve. Whenever the Donor or
the Survivor Deneficiary, if she survives the Donor, has been
certlfled by her physician In writing to the Alliance of being
lncapable of lllilnaging her own affnirs, the Alliance may make
pnymont of the net i I1come or pr incipa 1 of the Gift Fund, to the
extent provided above, in any or all of the following ways:
(1) Dy paying tho same to the committee, conservatot' or other
person having the care and control of the Donor or the
Survivor Boneficiary, as the Cl.l8e may be.
(2) By expending it in such other manner as the Alliance in its
discretion believes will benefit the Donor or the Survivor
Beneficiary, as the case may be.
Any payment or distribution authorized in this
paragraph shall be a full discharge to the Alliance with respect
thereto.
4. (A) lfiYg~~~ Powe~s. In addition to the powers
conferred upon it by law, the Alliance is authorized to invest
and reinvest the Gift Fund in any kind of property without
diversification as to kind or amount and without regard to the
limitations imposed by law on investments and is specifically
authorized to invest the Gift Fund in any securities or evidences
of indebtedness of the Alliance or any affiliated organization.
(B) rowe%~ Reqardinq Real Prooortx. The Alliance shall
have the power to sell, exchange, lease, mortgage or otherwise
dispose of any real property which is part of this trust upon
such terms as it determines, and to execute and deU.ver deeds,
leases, mortgages and other related instruments. Any lease may
be made for such periods (even those exceeding the maximum term
specifically authorized by law) as it determines.
5. compensatiolll-No Dond. The Alliance shall receive
the statutory commissions allowed to a trustee under New York
law. No bond or other security shall be required of the Alliance
in any jurisdiction. The Alliance shall have the right to resign
at any time by acknowledged written instrument delivered to the
Donor, the Survivor Beneficiary or their respective legal
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUM.ERL....D ~r<' J,'
p,
STEVE ,I. llJ\Cl . .."...~. .,. -~....-~..._...--~" ".....
being duly. Hworn . according to law, dopo... and ..y. that he _~ .~rrE.Y1Lw..c..~f,Pl ..
E}la~clltor of t-ho Eahte of R.....Miluu.u..r:.i.t.e.....s,c,QLt,____~_.~._..H__ ---._- -~---.
lat. of till! Borough of Carlisle ._, Cumb.r1and County, Pa., duea.ed end thet the
within I. an Inventory m.d. by . H I eve W. lied j .._, the ..id __.._~J(('.c~~CJ.r .__..._
of the entire e.lot. .f ..Id docedent, con.istlng of all the personal prop.rly and real o.tate, except real a.tate outside
the Commonwealth of Penn.ylvonla, and that the figuro. oppo.lte each Item of tho Inventory ropresent It'. hlr value
as of the dato of decedont'. death,
H1JnY'n
and .ub.crlbed before me,
~19__~ \
dL ~,
~....-<...-- /-<) 'J.e.d-<..:'
. _._.._......___._d__ ______
Eueutor . AdmInIstrator
I~tl"
----..-71 '
I ) fi ...
tn""" Ii. 0 t< t " )7, J,dl' vllbl.-"
-' /
NOTARIAL SEAL
VIVIAN R. GENT, Notary Public
Borough 01 tilnovor, Yo", County
._.~y Commj~~lon Elfplres Aug, 1., 1999
Chapel Pointe st Carlisle
i'!O-Sot,i:1iHanover St'reet.--
Carlisle, P^ 17013
Addr...
Date of Death ._ ,... 12...._m___.__.... _JJ!.ill1Ml'-____ .__..__..1.9.91.___.____~.
O.V Month Yur
INSTRUCTIONS
I. An Inventory mu.t be flied within three month. after appointment of personal repre.enlotlve.
2. A .upplement Inventory mu.t be filed within thirty dey. of dl.covery of additional assets,
3. Additional .heets may be att.ched .. to perlonolty or re.lty
4. See Article IV, Flduciarle. Act of 1949.
III
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)
~:.1ncip!.L!'erllOl!!!ltt Credi t!3
1. Takoma Funeral Home, Inc. (Prepaid)
2. George's Flovers
3. Steve \/. Bedi - Exeoutor's Fee
4. Douglas H. Gent " Attorney Feea
5. N.H, Fahnstook - Auotioneer
6. Chapel Pointe at Carlisle - Income Tax Return Prep.
7. Steve \/. Bedi - Reimbursement for postage, telephone
and other out-ot-pocket expensee
B. Register of \/ills " Cumberland County
a. Letters Testamentar.y
b. Inventory
c. Penn\'lylvania Inh&ritanoe Tax Return
d. Informal Aooount
e. Rll'ceipt & ReleasE's
9. Legal Advertising
a. The Sentinel
b. Cumber land County Lav Journal
10. Chapel Pointe at Carlisle
11. Carlisle Hospital
12. Cumberland County Per Capita Taxes
13. Belvedere Medical Center
14. IRS, 1996 Inoome Taxes
15. Pennsylvania Inheritance Taxes
Total
Principal Personalty Debite
Prinoipal Personalty Credits
Balance.
Inoole Personalty Debita
InOOMe Per!3onalty Credits
None.
Rl!!oapitulation
Principal Realty, Balanol!!
Prinoipal Personalty, Balance
Inoome Personalty, Balance
Total Available for Dietribution
$ (6,426.25)
37.10
1,292.00
1,292.00
864,25
40,00
218.07
238,00
10.00.
15,00
9.00
14.00
67.28
60.00
865.76
50.00
9.90
10,00
382.00
2.467,29
$ 7,941,65
$ 25,771. 08
7.941.65
$ 17,82'3.43
$ 216.69
$ 0.00
1 ,829.43
216,69
$ 18,046.12
(,)./';)) ~ 1
BUREAU OF INDIVIDUAL TAXI'S
IHUrRITAN(;[ UI( OI\lI$tOH
DEPI, ZG0601
Hi\RftISlUAQ, PA .'.1118.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
( I
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR OISAI.LOWANC[
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMIlER
COUNTY
ACN
12-22-97
SCOTT
01"12-97
21 97-0100
CUMBERLAND
101
~.ount Ro.lttod .~
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMDERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN I. OWER PORTION FOR YOUR RECORDS ....
it iV: i54j- iif-ji jiii- i 0"9-; 97") -NoTicE" -OF" "iNilEiii fiii.icE - "r"Ii'X" A"PPRii i sEifENr; - ji [UiwAN-cE" '01i- - - - - - - -- - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
R M FILE NO. 21 97-0100 ACN 101
If an a.s..smant was i.su.d pr.viously. lin.. 14. 15 and/or 16. 17 and 18
r.f1ect figur.. that includ. the total of ~ return. .......d to data.
ASSESSMENT OF TAXI
lS. ANOunt Of line 14 at 5pou..l rat. IlS)
16. A.aunt of line l~ taxable at Lln..l/Clft~. A rat. (16)
17, A.aunt of line 14 taxable at CollateraI/CI... 8 rat. (17)
18. Principal Tax Due
DOUGLAS H.GENT
STE 4
1157 EICHELBERGER ST
HANOVER PA 17331
ESTATE OF SCOTT
TAX RETURN WAS, I X) ACCEPTED AS FILED
RiiERVATION CONCE~NING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rael Elt.t. (Sch.dula A)
2. stock. and 80n41 (5chadul. 8)
5. CIDI.l~ Hald stock/Partn&rship lnt.r..t (Schedule C)
4. Hortga"as/Note. Receivable (Soh.duh DJ
S. Ca.h/Bank Oapalitl/Mile. Par.cnel Property IS~h.dula E)
6. Jclntly Owned Property (Schedule Fl
7. Tranlfar. CSchedula G)
a. Tctal Allats
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expan.a./Ad.. Coatl/Hl.c. Expanae. (Schadula H)
10. Debtl/Horigaa- Llabiliti../Lien. (Schedu1. I)
11. Total Oeduction.
12. N.t Value of Tax Return
IS. Ch.rit.bl./GoYer~nt.l ftequeltlJ Non-elected 9115 Trultl
14. Net Valu. cf Eat.to Subjeet to Tax
Nonl
TAX CREDITS:
PAYMENT
DATE
09-15-97
~ECEIPT
NUMRER
AA242243
DISCOUNT I')
INTEREST/PEN PAID I')
.00
. IF PAID AFTER DATE INDIClTED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
I ) CHANGED
(1)
(2)
(5)
(4)
15)
161
(7)
,00
,00
.J.Q-
.Qg
80,808&
.00
.00
181
*
Ih.lhl U '" le'.t/l
R
H
(9)
(10)
10,444,95
1.317.66
Ill)
(12)
I1S)
(14)
DATE
12-22-97
ISchodulo J)
.OOX,OO,
.00 X .06.
16,448.5! X ,15.
(18).
AMOUNl PAID
2.467.29
TOTAL TAX CREDIT
------
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTEl To in.ure prope...
credit tc your acCO~,t,
lub_it the upper portion
of this forM with your
tax pe)l.ent.
80,808.88
11.76~ 61
69.0(16.27
52.597,68
16.448.59
will
,00
.00
2.467.29
2.467,29
2.467,29
,00
.00
.00
IF TOTAL OUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,)
.,
,>.".
" ,
RESERVATIONt Est.tl' of dlctdent. dVlnt on or blfore DtcllOtr 12, 1912 .. If env future 'nt.r..t in thl ..t.te t. trlnlf.rrld
in p(,.....lo" or .,tjoYHnt tel Clan' (ooll1t,r,1) bwMIflcltd.. of tht HelMtI,t IIfhr the IMP1,.It1on of any IIt.t. for
I1f. or for v..rt, thl C~nwtelth hereby .)Cpr.lllv r"'r~" the right to .,prl'" and ...... trln.f,r Inhlrlt~. 'IMI.
It thl llwful ell.. . (coUet,raU rat. on InY ,uoh 'utur. Interut.
_""
NOnCE I
PAY tENT I
REFUND (tR>,
OIJECTIONSI
"Dt4IN
ISTRAlIVE
CotmfCTIONSI
DISC(UIITt
PE:NAl TV I
INTEREST I
To fulfill thl requir...nt. of Slot Ion 2140 ~f thl Inherltenol and Elt.t. '1M Act, Act 21 01 1995. (72 P,S,
SIOtion 9140),
Detach thl top PllrUon of thh NoUo. and tub.1t IoItth your Ply..nt to thl RIlIht.r of Willi printed on tha rIVlr.. ,Id,.
~."ek. cheek or .aney order Plylblt tal REGISTER OF MILLS, AGENT
A r.fund of . teM credit, which w.. not ,.qul.ted on the Tlx A.turn, 'IV ~ r~.ted by co~lltlnD '" RApplloltlon
for Rlfund of Penn.ylvant. Inharltancl and E.t.t. TIM" (REV~1313). Appllcltlon. .r. av.lllbl. .~ the Offlc'
of th. Regl.t.r of Will., any of th. 25 RlvlnU. DI.trict Offlca., or by calling tho lpeel.l 24-hour
In.",.dng ..rvlcll nUllbart for fOI'., orderinOI In Pann.ylvMh 1-800-362-20S0, ouhtd. Plon.vlvanl. ~
within locll Harrisburg Ir.. (717) 767-8094, TDD' (117) 772-2252 (Hlerlng IaPllr.d Only).
Anv perty In tntaru.t not .Itlsfl.d wJth trl appr.l..~.nt, allowane. or dllallowane. of dtdUetlon" or ......tent
of tlM (including dl.count or Int.r..t) .. .hown on thl. Notlel .u.t Obj.ct _lthln .Ixty (60) dly. Of rec.lpt of
thh NoUe. bVI
~-wdtt~ protut to th. PA Oepart..nt of Rlvlnua, laird of App.al., D.pt. 281021, Hlrrhburg, PA 17126-1021, OR
--.lectlon to hall. the 'Itt" dtIt1r.lnad It ludlt of tha 4lccount of th. p".onll r.pr..~t.tiv., OR
~ ~epp'll to the orphlhl' Cour to
f~tutl .rror. dl.eav.rld on thl. .'.I..tent .hoold b. .ddr....d In wrltlna to. PA Dlp,rt..nt ~f A.v~,
Bur.1U of IndAvl~.l T.x.., ATTNl POlt A..all~.nt Ravlaw Unit, D.pt. 280601, Harrllburg, PA 17128-0601
Phone (717) 787-6505. S.. pap 5 of thl bookl.t "In.tructlon. for Inh.rHllnc' Tax R.turn for. Relldent
OIcl.dent" (REY-150lJ fcr an aMPlanatJon of Ddtllnhtr.Uv.lv corrlctabl. .rrorl.
If ~y tax due I. paid within thr.. (5) tal~r ~th. aftar the dec.~t.. a.ath, a flv. pareent (SX) dl.count of
the t.x p.id I. Illowed.
The ISi( tax .,.aty f\CM'\MpertlclPlltlon p.nalty Is cMlpLlted on the tohl of the tax and Int,,"t a......d, Met r.at
p~ld b.fora January 18, 1996, the firat d8Y after the und of thl taM a~a.ty p.rl~d. ThI. non-participation
p~.1tv h IPpallable In th. .... '.Mer and In the the .MI. U.. periOd e. yoU would IPpe.l the hx anc:I Int.rlllt
tNit ha. been .......d a. Indicated on thll nntlel',
Inter'I't I. ~htr.1d begInning ~lth flr.t d.~ of dlllnqIJency, c,r nlnl (9) ItOnth. fIlnd on. 0) day fro. thl date of
d.ath, to the d.t, of paYMent. T.~.. which b.ce.. d.llnquent blforl Janu.ry I, 1982 ba.r lnt.r..t at the rete of
.IM ('X) p.rc.nt PI! IW\nUII ulcuhtld It . dfllly "ah of .000164. All lIx.. which beealle d.Unq..,."t on and aft"
January I, 1982 will b.ar Int.r..t at fI rata which will vary fro. cllandar ya.r to calandar yair with that r.t.
wmounc:~ by thl PA [\.~.,.t"nt of RlvlnUI. Tt'ol IPPllcabl. Intar..t rat.. for 1982 through 1998 aral
'!!!!: !ll!!-rut Rat.. Oalh lnt.r..t flleter. ~ Inter..t Rat. RillY Int.r..t Faotor
1982 UX .oaosu 1987 .~ .00020
19U 16:<: ,000431 19UM1991 11:< .000301
198" 1Ii: ,00OSOl 199i! .~ ,000247
1965 11:< .00tl356 1995~1994 '" .000192
,.
1916 10:<: .01>0214 1995MI998 .~ .000247
..-Int.,...t It calcullted .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF nAYS DELINQUENT X DAILY INTEREBT FACTOR
uAny NoUoI l"lJ~ aft" the tlX heClO'" daUnqu.nt will r.fl.ct en Intera.t cllculaUon to flft.." US) dlY'
btyond tM delta of the ......Hnt. If PlYlllnt It a" aftar the Int.,.a.t caputeUon data .hown on the
Notlea, tddltlonal Int.r..t lU.t be cllo~lattd.
i
STATUS R~ORT UNO~R RULE, 6.12
, "'lIrA (' (, I ^ \ -,\ ~.~ c'
Name of Decedent l I, . ,') (> r."\--'\
. .
. , 7...~Cf I )
Date of Deathl I
Will No. r. ()-/_ 100 Admin. No.
c~ I. .
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rulos, I report the following with respect to completion of
the administration of the above-captioned estatel
1.
State whether administration of the estate is complete:
YeB_~ No_._
2. If the answer is No, state when the personal
representative reasonably believes that the odmir\istration will be
complete I
3. If the answer to No. 1 is Yes, state the followingl
a. Did the perso;;wrl representative file a final
account with the Court? Yes~ No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
C", ,f the Orph,",' COor< "d .., ~.~"'Ohe~ :' ('~eport.'
Date: I';)\'~b\~~ /~c'1.1<-xL~y.,,-j..
C~I:fJna t.u,.re
N1r1\ 1(;'2 \ctS \:.\ (~c (\.t
Menges, Genl & McLaughlin, LLP
Ad 1157 Eichelberger Slreet
llanovcr, I' A 17331
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Te l. No.
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capacity: Personal Representative
')( Counsel for personal
~representative
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