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HomeMy WebLinkAbout97-00256 PETITION FOR PROBATE and GRANT OF LETTERS 0Il:3.2--;;>90 No, To: Register of Wills for the ~ Deceased, Counr.y of ~~~~- in the Social Securiry No, I ')H-07::!iJllL------ Commonwealth of Pennsylvania The petition of the undersigned respectfUllY represents that: Your pctitloner(s). who is/arc 18 years of age or older an lhe executot in the last will of the above decedent. dated Aptil. J 9 and codicll(s) dated ,_--- June 21. 1996 Estate of .s!~~.lh- \-loodw.ll.0 also known as ,-- named ,19J5- -- = ----- - --- - (,tale relevanl circum'tan,'" c,g, renunclalion, death of cxcoutor, etc.) Decendent was domiciled at death in ClImbo rland It- er last family or principal residence at 770 Pool at Camp HIlJ.,..EL East pennsbotO Townahill--- (list strcct, number and mundpalilY) County, Pennsylvania. with Church Road - Decendent. then 82 vears of ue. died __ February 28 --, 19_97 at Blue Ridge Haven \,,,~'n8't pcnnsboro_'l22.l:!!!ship, Cumberland Co. ' Except as follows. decedent did nO! marry, was not divorced and did not have n child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decenc\ent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Peunsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as folloWS: $ 11').000.00 $ $_- S.. 1\T(\lJli' --- - WHEREFORE. petitioner(s) respectfUllY JC~I!e.st(s) the probate of the last wl\1 and codlci1(s) presented herewith and the grant of1etters.--1..~ \ AMEN111RV - (tcstamentary; adminimalion c,t,a,; adminlmation d,b,n,c,..a,) -- --'-- theron, 1 ""~ '6 ~ 11 v;-i 11_ ~ 0' I CAmv --- ~-" OATH OF PERSONAL REPRESENTATIVE gg~~~:~:ALTH OF ~l~~e~~~\~~~ } ss The petitioner(s) above-nllmed swear(s) or affirm(s) that the statements In the foregoing petition are true and correct to the best of the knowledge and belief of petitloner(s) and that as personal represen- tative(s) of the above decedent petiuoner(s) will well and truly administer the estBte according to law. . I' i sworn to ~r affirm.e~ rlI" d SUbSCribed~' C~ I"^ l,~. ~':\(,~f\~'\ - \:1 before me thiS ,8 -r;- d~YI of ,--- - - ~ i " "';;'t;~\'~ IllY ,\ ~ ! ~ , ,Iiil I ' ,r! 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Woodward From 02/28/97 Tb 10/27/97 1II:x:IV,.,d Interest ~ = Bank-checldng acct. 2.32 Value 12,6 1.79 269,054.17 199,157.67 114r353.79 48,509.00 631rO 4.63 7 9.18 59.18 23040 208.04 900.49 3r497.20 ~ Market J\t:x:oonts Ohio National Fin. Serv.-Annuity _ Life USA-Annuity #4217103 We USA-Armuity #97-:A-2267350 Life USA-Aruu1it..y #4696707-WJ.anz Ccmron Stooks Nuveen M.ttual F\mds Refunds Yamg's Medical Equipn:mt West Penn State Union Bankers !nil. Co.-refund Penn Treaty Life Ins. Co. , Internal Revenue Service-refund Miscel1.aneoos Prcperty Life USA-paynEIrt: , ,~~l H~) , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND UJ .Jack E. Snavely ------.. ...,--,-----~-~-,.,_.-~~-_.~-_._---" being duly ,------>l-WQ.l:U-"---~ according to law, depose. end saYI th.t he_ IA the Executor "--.."--,,----.. ________,_..______,__________________,____________ 01 the E.tate of (:1 "mantIna D. \:loodward I.te of _____E:aatl'enAbo,ro _Twl'.---------,----------, Cumberland County. Pa.. deceased "nd that tho within il an inventory mad. by _ .Jack E. Snavely ________" the ,.id Executor of the entire ellat. of ,eid decedent, conli,ting of all the p.rsonal property and reel e.tate, except r.al estate outside tho Commonwealth of Pennlylvania, and that tho figures oppo,ite each item of the Inventory reprol."t it', fair value al of the date of decedent', death, __ and lub,cribed belore me, 19__ .Jack E. , " ';' '\~(,lC ave ly e1Clc:utor . Ilft+,..tor Add"" Date of Death 28 D.y 02 Month 1997 v.., INSTRUCTIONS I. An inventory must b. flied within three months aft.r appointment of personal representative. 2. A supplement inventory must b. filed within thirty day' of discov.ry of additional allets. 3. Additi.,nal ,heels may be atteched a, to p.rsonalty or realty 4. See Article IV, Fiduciaries Act 011949. ~ . 1 LAI ~ " ~ < ."j H " W .. .. 0.. ~ ~ 8 ~ ~ ~ w 0 Q 0\ ~ J: cr: 't:J, 0 :. " 0.. II. gl ,Cl .; c ... ~ ~I .. ~ 0 0 II. ~ :.: 0.. ~ W 0 <( "1 to > z cr: ~I ~I z 0 Q c " 0 I VI z .,' 0 cc ,~ I () z I w <( "-11 .... 0.. '--' " ! " c ., ~ EI ... .. ., 0 .. .-< ..D u E " l~ Stli'I'I.I';MI\NTAI. Inventory of the real and personal ostate of Clementine D. Woodward PERSONAL PROPERTY deoeased Funds held in Commerce Bank-Escrow Checking' Aoct:. 0510023781 for the benefit of the decedent , ' 48000 00 if ~ ::0 (t> If.) ~:1 I, ~. uj' W r:~ f\"I () W! ..... () (') U1 " P ,0_ ." "':;,~ Ii ~(Il ~g ...... Iii W o..J COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND II: ~_. _l.n.~~..o<1;:..!_ B!~~~~.~L.__. is the Executor being duly ~,flliQ!]l_______ according 10 law, depose. and sllvs Ihat h. ____________________ ________,_____~_ of the Estate of Clementine D. Woodward lale 01 __~I!et"r~nnsborg Twp, I, ,,----- -------- , Cumberland County, Pa., deceued and Ihat the within is an invenlorv mede bV ___..J_~Snave1y. , the said _ Executor ollhe onllr. estale 01 said decedent, con,I,t1ng 01 all the personal prop.rtv and r..1 estate, except real estate outside tho Commonwealth 01 Pennsylvania, and thaI the figure. opposite each item of the Inventory represent it's leir veiue u 01 the dato 01 d.cedent's death. and subscribed before me, 19- ~ ? ~Lvv.l\ Jack E. Snavely ex..,t., . JlIj"",4~' P.O. Box 48 Camp Hill. PA 17011 Add.... Date 01 Deeth ?R Doy O? Month 1997 v.., INSTRUCTIONS I. An inventory mu.t be filed within three months after appointm.nt of personal representative. 2. A supplement inventory must b. flied within thlrtV devs of discovery of additional auets. 3. Additional ,heets may be attach.d a. to personaltv or reelty 4. See Article IV, Flduclarl.s Act of 1949. . . ~ ~ ~. t II 'E .. ~ ~ ~ .. '" B '" ~ 0 . 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STONB, I.AFAVllll 1M 8TONB ATTORNEYS "T LAW 414 DRIOGE STREET N'BW (lIlMJlllIH.AN'll, I'^ 1707tJ ..~ ""-f-:.- ~.q 0~ 0), .,~ .. , Gll1l1' CUlryt).. ,-I Huet ,no '~a,JlIL 23 1>1, ~ ~ 0 ~ ~ rtl 0 .. !:: < ~ @ III . ~ ~ iii! 8 ~ ~ :; 1>1 :< ~ ~ ~ w ;; <1 8 ~ . . ~ 0 z ~ w ~ " 0 m . ... ~ S . r ,J ~ . G ~ < ~ 0 ~ in :< l') , /dh: 11-')'1'1 1-, I iiI 1'/\ ~' ..... .',,", ~-""....,,,, ,; ',...~", "'~ ~"'" IN ~HE COURT OF COMMON PLEAS Oil' CUMBERLAND COUNTY, PENNSYLVANIA, . NO. 2197~0256 -- FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF CLEMENTINE D. WOODWARD, DECEASED JACK E. SNAVELY, EXECUTOR LATE OF THE TO~rnSHIP OF EAS'r PENNSBORO Sooial Seourity No.: 158~07-4033 Date of Death: February 28, 1997 Date of Exeoutor's Appointment: March 19r 1997 Date of Advertising Letters Testamentary: Cumberland Law Journal - April 4, 11, & 18, 1997 The Patriot News Co. - April 1, 8r & l5r 1997 Aooounti.ng for the period: February 28, 1997 to July 22/ 1998. purpose of Account: Jack E. Snavely r Executor, offers this aocount to acquaint interested parties \~ith the transaotions which have occurred during hie admi.nistration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully exami.ned. Requests fox: additional information or questions or objections can be discussed with: Jack E. Snavely 1017 Mumma Road Camp Hill, PA 17011 Charles H. stoner Esquire stone LaFaver stone P.O. BoX E New cumberland, PA 17070 RPX:I!IPl'S OF PRm:IFAL Estate of Clementine O. Woodward 111I of 07/22/98 Page 1 A'Nt, Li8ted in Il'\YeI1tory (Valued as of date of death) Fiduciary J\cquiIiUon Value CheoJdng J\coountB Dauphin Deposit Bank-ohecJdng aocoont '91-54251-0r Principal $12,629.47, Int. $2.32 $2.32 lIoorued Interest Camal Stocks 81.080 sha. Nuveen l41tual Funds @ $9.24 per share 81.08 Units $ 12,631.79 749.18 Reftux:lB Yoong's MecH.,..u Equipmnt West-refwxi $ 59.18 Penn State-University Hospital refwxi on 23.40 overpayment Union Bankers Ins. Co.-refund 208.04 Penn Treaty Life Ins. Co.-premium refund 900.49 Internal :Revenue Service-refund for 1996 1040 return for decedent 3,497,.20 4,688.31 Miscellaneous Prq:mty Life USA-payrrent $ 497.86 Life USA-Annuity '4217103 199,157.67 Life USA-Annuity '97-A-2267350 - Allianz Life Insurance Co. of North America 114,353.79 Life USA-Annuity '4696707 - Allianz Life Insurance-beneficiaty is pine Street Presbyterian Church, llarrisWrg, PA 48r509.00 Ohio National Financial Services-Annuity ,E5023845 269,054.17 -~-- 631,572.49 RDIPI'S OF 1NlMl Estate of C1errentine D. Woodward For Period 02/28/97 TtuxJugh 07/22/98 Dividends NuvI!IBn ~tua1 Funds 07/29/97 Nuveen t-tltual E\ID:is-dividerrl on f\md 10/27/97 Nuveen M.1tual E\ID:is-sale of 8.080 SM. at $9.24 per share . Total Dividends Interest m::: Bank Estate Checking hxlt. 04/04/97 m:: Bank-interest on estate checking acct. 04/21/97 poc: Bank-interest on estate checking acct. OS/21/97 poc: Bank-intere>.st on estate checking acx."t. 06/20/97 poc: Bank-interest on estate checking acct. 07/23/97 poc: Bank-interest on estate chooking acct. 08/21/97 POC Bank-interest on estate checking acct. 09/18/97 poc: Bank-intereot on estate checking acct. 10/23/97 poc: Bank-interest on est.ate checking acct. 11/20/97 PNC Bank-int.erest on estate checking acct. 12/22/97 PNC Bank-interest on estate checking acct. 01/22/98 PNC Bank-interest on estate checking acct. 02/19/98 PNC Bank-interest on estate checking acct. 03/23/98 poc: Bank-interest on estate checking acct. 04/22/98 PNC Bank-interest on estate checking a=t:. OS/20/98 m:: Bank-interest on estate checking aocount 06/22/98 m:: Bank-interest on estate checking aocount $ 3.31 6.66 _f.~. .l1'lll 9.97 $ 1.71 8.73 67.00 113.80 98.43 92.95 92.84 119.25 97.89 103.88 96.18 86.14 96.07 90.18 84.27 73.55 ------ 1,322.87 Page 9 $ 9.97 ROCEIPl'S OF m::xH Page 10 Estate of C1en-entine D. Woodward Fbr Period 02/28/97 Through 07/22/98 m: Bank-l>tlney Market J\oat. OS/20/97 m: Bank-interest on Estate l-bnsy Market $ 1,367.43 OS/23/97 PlC Bank-interest on Estate /obney Market 250.52 06/24/97 PlC Bank-interest on Estate M:lney Market 2,015.85 07/25/97 PlC Bank-interest on Estate M:xIey Market 1,972.~9 08/25/97 m: Bank-interest on Estate f.bney Market 1,978.11. 09/22/97 m: Bank-interest on Estate f.bney Market 1,794.34 10/27/97 m: Bank-interest on Estate M:xIey Market 2,2~1.58 11/21/97 PN;' Bank-interest on Estate M:xiey Market 1,616.00 12124/97 m: Bank-interest on Estate M:xIey Market 2,140.47 01/26/98 m: Bank-interest on Estate M:xiey Market 2,145.50 02/23/98 m: Bank-interest on Estate M:xIey Market 1,810.76 03/25/98 PlC Bank-interest on Estate M:xiey Market 1,947.47 04/24/98 m:: Bank-interest on Estate Money Market 1,955.41 OS/22/98 OC Bank-,interest on Estate Money Market 1,962.81 06/24/98 POC Bank-interest on Estate Money Market. 2,392.52 27,601.12 Dauphin Deposit Bank-oheoking acct. 03/26/97 Dauphin Ilepoeit Bank-checking aoot. interest $ 11.47 ~ Bank, N.A.-cert.. of Deposit 05/11/90 PlC Bank-<:ert. of Deposit interest fran 06-01-97 to 05-04-98 2,472.51 CIWA Individual Insurance 06/03/97 CI~ Individual Insuraooe-int.erest on . insurance claim 16.95 Total Interest $ 31,424.92 'lUrAL REX:EIPl'S OF :rro:J.IE $ 31,434.89 - DISI3URSEMENl'S OF l'R.IOCIPAL Estate of Clementine D. Woodward Fbr Period 02/28/97 Througll 07/22/98 1Idministrtltioo Expenses (Prin) 03/06/97 Check written by dscedent prior to death l:ut not cleared by bank untU aftel:- death 03/26/97 Dauphin Deposit Bank-federal withholclinq 03/31/97 Pinnacle Health at Polyclinic-services rendered Check lI.lIIIber 2 05/12/97 Register of Wills-3 short cert,ificates Check l1UIltlElr 3 OS/28/97 Register of Wills, 1\gent-payment due on inher.i.taroe tax Check nuntler 6 06/02/97 Pha.!:macy Corp. of Anerica-n-edication at Blue Ridge Haven Check l1UIltlElr 7 06/09/97 CoreStatee Bank-March pension paymant to be retumed Check l1UIltlElr 8 06/26/97 Blue Ridge lIa'iell West-services rendered Check I1UITtler 9 06/26/97 Wagner Assoc.-prep. of incane tax Check I1UITtler 10 06/26/97 Intemal Revenue Service-payment of tax for 1996 Checo.k nuntler 11 06/26/97 PA Depar\J1Jant of Revenue-payment of tax Check nuntler 12 08/22/97 PA Deparbrent of Revenue-payment due on 1996 retum Check nuntler 14 08/25/97 PhaI:macy Corporation of 1\merica-seIVices rendered Cheok nuntler 13 11/24/97 Register of Wills-filing InheritaIx:e Tax arx:I Inventory Check nuntler 15 Page 5 $ 23.40 4.27 . 465.40 9.00 71r250.00 1,151.46 196.75 3,548.08 750.00 1,918.00 . 521.00 73.11 308.55 25.00 ROCEIPl'S OF INCClolE Estate of Clell'tmtine D. WOodward Fbr Period 02/28/97 Through 07/22/98 Dividends Nuveen ft.1tual P\Inds 07/29/97 Nuveen foUtual Funds-dividend on fund $ 3.31 10/27/97 Nuveen foUtua1 Funds-sale of 8.080 sha. at $9.24 per share 6.66 Total DividerK:Is Interest PN::: Bank Estste Chec'Jdng Pacot. 04/04/97 PN::: Bank-interest on estate ohecldng acct. 04/21/9"/ PK: Bank-interest on estate checking acct. OS/21/97 PN::: Bank-interest on estate ohecking acct. 06/20/97 PN::: Bank-interest on estate ohecking acct. 07/23/97 PK: Bank-interest on estate ohecking acct. 08/21/97 PN::: Bank-interest on estate ohecking acct. 09/18/97 PK: Bank-interest on estate ohecking acct. . 10/23/97 PN::: Bank-interest on estate ohecking acct. 11/20/97 PK: Bank-interest on estate ohecking acct. 12/22/97 PN::: Bank-interest on estate ohecking acct. 01/22/98 PN::: Bank-interest on estate checking acct. 02/19/98 PN::: Bank-interest on estate checking acct. 03/23/98 PN::: Bank-interest on estate checking acct. 04/22/98 PK: Bank-interest on estate ohecking acct. OS/20/98 POC: Bank-interest on estate checking llCOount 06/22/98 m:: Bank-interest on estate checking account _M _ 9.97 ' $ 1.71 8.73 67.00 m.80 98.43 92.95 92.84 119.25 97.89 103.88 96.18 ~6.14 96.07 90.18 84.27 73.55 ' ---'---.,....--. 1,322.87 Page 9 $ 9.97 RDIPl'S OF Il'lXIolE Estate of Clsrentine D, WocxIward FOr Period 02/28/97 Through 07/22/98 m: Bank-f.tJney Market JIcot. OS/20/97 m: Bank-interest on Estate lobney Market OS/23/97 m: Bank-interest on Estate lobney Market 06/24/97 m: Bank-interest on Estate M:>nay Market 07/25/97 FtC Dank-interest on Estate lobney Market 08/25/97 m: Bank-interest on Estat.e bey Market 09/22/97 ,m: Bank-interest on Estate lobney Market 10/27/97 :m:: Bank-interest on Estate bey Market 11/21/97 m: Bank-interest on Estate bey Market 12/24/97 POC Bank-interest on Estate bey Market 01/26/98 POC Bank-interest on Estate lobney Market 02/23/98 POC: Bank-interest on Estate bey Market 03/25/9B POC Bank-interest on Estate bey Market 04/24/98 Ptl: Bank-interest on Estate M:lney Market OS/22/98 PtC Bank-interest on Estate M:mey Market 06/24/98 POC Bank-interest on Estate lobney Market Dauphin Deposit Bank-checldng acct. 03/26/97 Dauphin Deposi.t Bank-chealdng aoot. interest POC Bank, N.A,-<'.e.rt. of Deposit 05/11/98 m: Bank-<:ett. of Deposit interest fran 06-01-97 to 05-04-98 CI~ Individual Insurance 06/03/97 CIGNA Individual Insurance-interest on insurance claim Total Interest 'lOl'AL RECEIPl'S OF Il'lXIolE $ ~, 367 .43 250.52 .2,015.85 1,972.29 1,978.17 1,794.34 2,251.58 1,616.00 2,140.47 2,145.50 1r810.76 1,947.47 1,955.41 lr962.81 2,392.52 ---- 27,601.12 $ 11.47 2,472.51 16.95 Page 10 $ 31,424.92 $ 31,434.89 :,' '1 row. DI~ OF Il-lX:H!J ; j ~~:',1 ' ::"'j ~~J'j ":h ~? DI~ OF ~ Estate of CIElllentine D. lok:lodward For Pel:-iod 02/28/97 'lhroogh 07/22/98 Page 11 ! Feu and CannioiC118 i 07/22/98 ~ LaFaver & Stone-Att-"'--.'8 fee al !near. ~''''.Y I I .tnc:ans Taxes I I I 05/14/98 Int:e.rnaJ. ~ Service-.payment of 1997 1041 P8derAl IlIOaIll t4Xes Cheok lIlIIlter 22 , $' 5143.00 05/14/98 PA ~t of RevenUl!-opaYlllllnt of 1997 PM1 state Incare tax Check IlUDtler 23 . $ 18,188.00 563.00 ,'-I 18,751.00 J $ lP,694.00 ~ ~- '"~:h , "1....~t,":""""'~'~.~."',,'-, 'I' /fj-/ltlS-.(( llNHERITANCE TAX RETURN ~F~~~ln~~.~r~Df~~MrAEn 1_2131101 RESIDENT DECEDENT "-~~~:rv.9ri!'DIT_!8 CLAIMEgJL COM~~~:;'~~i.~i,'~,'~~:E'~~~ANIA (TO BE FILED IN DUPl.ICATE FlU: N~TBER ] 997 IIAHRI"~G~k':~~~~""01~IT~ REGIST~R__?F WILL~)__ c~:iJiIY..s':2l?!.:.--=-=_Yl~ D~CEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAl.) DECEDENT'S COMPLETE ADDRESS Woodward, Clenentine D. __ 770 Poplar Church Road SOCIAL SECURI1Y NUMBER DATE O~ DEATH DATE OF BIRTH CallI' H111, PA 17011 DECED!NT 158-07-4033 02/20/97 04/05/1914 COllnt CtuIDerland IHST ~NO MTo/'L~ '~:T:ALI ILA" SOCIAl. SECURI1Y NUMBER AMOUNT HECEIVED (SEE INSTRUCTIONs) o 40. Fuluro Intorosl CompromIse (101 dUles 01 dealh a<<or 12-12-82) ~ 0, Decedonl Died Teslalo 0 7, Decodont Malntalnoela Uvlng Trusl (Mach copy of Will) (Mach copy 01 Truel) - -- ...............~~ AU CORlWlPOH~N(lI!.ANQ OQHFIDeNTIAL TAXINFOOMAT1 llJ-IO B DIRECTED TOl ... NAME COMPLETE MAll.ING ADDRESS Charles H. Stone, Esquire Stone LaFaver & Stone TELEPHONE NUMBER 414 Bridge Street 717-774-7435 New Cumberland PA 17070 " Roal Eslal. (Schedule A) ( 1 ). None 2, Slocke end Bond. (Sohodule B) ( 2) 749.18 3, Clo.ely Held Stocll/Par1norehlp Interesl (Soh, C) ( 3 ) None 4, Mongagos end Notos Recelvablo (Schodulo D) ( 4 ) None 5, Cash, Bank Deposits & Mlecellanooua Personal ( 5 ) 17 , 817 .96 Property (Schedule E) 6, JolnUy Owned Properly (Sohedule F) 7, Tranefers (Schedule G) (Schedule L) 8, Total Gross A_ts (tolel Unoo 1-7) 0, Funeral Expenses, Admlnlstrellve Costs, Miscellaneous Expenses (Sohedule H) 10, Debts, Mongage Uabllltlos, Uen. (Schedule I) 1T, Total Deduotlons (total Unos 0 & 10) 12, Net Value of Eelate (Une 8 minus Une 11) 13, Chatnel>e and Governmental Bequeste (Sohodule J) 14, Net Value Subjeot 10 Tax (Une 12 minus Une 13) 15. SpouIII Tran.f,,. (for datu of dealh al1l1r 6~30-i4), See In.lrucllont for ApPlicable Percentage on Page 2. (Inoll/d, value. Irom 5oh.dulll KorSc;hldultM,) 18, Amount of Une 14 taxable at 8% rate (Include values from Schedule K or Sohedule M,) 17, Amount 01 Une 141axable al15% rate (Include values from Schedule K or Schedule M,) 18, Pr1nolpallax due (Add tax from Une. 15, 15 .nd 17,) 19. Credits Spouul Poverty Crldll Prior Payments Discount + 71,250.00+ 3,750.00. 20, If Line 10 Is reater than Line 16, enter 1110 dllloronce on Une 20, This Is the OVERPAVMENT, A, .ok'j,....." 0lli';i\.,.quell1l"9 a rotund of 'fOur 0'I8~Yn1em. .1 21. If Una 18 I. greater Ihan Une 10, enter tho dllloronce on Une 21, This Is tho TAX DUE. A. Enter th~ Interest on tho balpnce duo on Uno 21A. B, Entor tho total ot Uno 2T and 21A on Une 21B, ThlB" Ihe BALANCE DUE, M~e Cheok Payablolo: Reglltor 0' Wille, Agenl ! ....... ,\. .. T""'... "'_BE SUIlETO ANSWER ALL QUESTIONS (JNPAGE UNO TO RECllEClOoIATl1'" .... ...... .... 'TT" Under penaltliS of perjury, I declaro thatrh8"ve o)(Bmuwd Ihis roltHn, Includlflg accompanying schodules and statements, and to tho best 01 my knowledge-" , and bollef, It Is truo, correct and complato. I declaro 1hat all roal ostato has boOn roporfod at tiue markot value. Doclarallon of proparo( other than tho persona) I !.B.p..!.9_~nta1JVa 19 based on aJllnlormaUon 01 which praparer Ilas any know~o, __. , SIONATUttE DE PEASON AE5PPNS/,U: FOR FILING RETURN ADDRESS DATE II (l (, ,I, (f 1 l I, \ \ See Schedule attached i I ,,'( ( 'I ! " SIONA.(URf:: nt~AERoTH!ERTHANnEP T'\TIVE ADDRESS ~ DATE Lt,~:"'- 414 Bridge Street -qit /..1.'(/I-? Nrr.." New Cunt>erland, PA 17070 -+ " Orlginsl Relurn CHECK APPRO- PRIATE BLOCKS o 4, Umllod ESllle CORRES- PONDENT RECAPIT- ULATION TAX COMPUTA- TION Ng"rAOO\ 0256 NUMBE~ 2, SlIpplomontsl Rolurn 1] 3. ~5 Federal EOlalo Tax Roturn Required Remelnder Return \lordlt.lofduthprIOrIQ 12-13~82) o 6, Tota' Number 01 Sale Depoolt Be,es (8 ) (7 ) None 631,074.63 649,641. 77 (8 ) (6 ) 3~,635.93 (10) 5,494.89 42,130.~2 607 r510.95 48,509.00 (11) (12) (13) (14) 559,001. 95 (15) x , . (18) 0.00, 0.00 ,08 II (17) 559,001.95, 03,850.29 ,15 " (18) 83,850.29 Interest (10) (UO) 75,000.00 (21) (21A) (218), 8,850.29 0.00 8,850.29- Page 2 Estate Ofl Clementine D. Woodward SCHEIX1.t:.E H, PARI' C - Miscellaneous Expenses. 21-1997~02S6 ltan No. Description l\mCUnt 1 CoreStates Bank-March pensi.on fran Glen (;any to be returned. 196.75 2 Wagner Assoc. ~prep. of iroare tax 750.00 3 Internal Revenue SeJ:vice-paymant of tax for 1996 1,9111.00 4 PA Deparbnent of Revenue-payrrent of tax 521. 00 5 PA Depa.rtllent of Revenue-paymant due on 1996 retum 73.11 6 Cwti:lerland law Journal-adveItising grant of letters 60.00 7 The Patriot 'News Co. -advertising grant of letters 65.20 8 Rsserve for closing expenses 2,000.00 9 Dauphin Deposit Bank-federal withholding 4.27 '!UrAL. (Carry forward to main schedUle) . . . . 5,588.33 .... I~', Decedent Confirmation Name Social Security No Date of Death Clementine D, Woodward 158-07 -4033 02/28/97 Description Account Account Account Account No. 91542510 Account Type Checking Dale Opened or Issued Unknown Uale Closed or Matured 04/01/97 Dale of Death Balance $12.629.47 ---, PLUS !'LUS PLUS PLUS - Dille of Death Accrued Int. $2,32 Joint Oltners (If OilY) None Uale of Joint Ownership Special Comments: N/A Date Prepared: October 22. 1997 Prepared by: Amy L. Halvor (Rev 8/2(0/971 Page: 2 ~~w. ~ EX' (1-a7) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 200601 HARRISBURG, fA 171 ~O-0601 . 1, Real Estate (Schedule A) (1) 2, Slacks and Bond. (Schedule BI (2) 3, Close!y Held Corporation, Partnership or Solo-Proprietorship (3) 4, Mortgage. & NOles R""",lvable (Schedule D) (4) 5, Cash, Bank Doposlts & Mlscellanoouo Personal Property (Schedula E) (5) 6, Jolnlly Ownad Property (Schedula F) (6) 7, Inter-Vivos Transfers & Miscellaneous RECAPll'- Non-Probata Proparty (S<:hedulo G or L) (7) ULATION 14, Net Value Subleotto Tax (L1no 12 minus L1na 13) 15, Amounl of IIno 14 tSlCable at tho spousal tax rate See Inslructlons on paga 2 for appllcablo parcantage 16, Amount 01llne14 taxable al 6% rate 17, Amount 01llna14 I..,abla al15% rata 15,979. 8!?. X ,15 (17) 10, Tax Due 10 19, (,..HECK HEflE IFYOiJAiiE REQUESTING A Rl!I'UND OF AN DVERPAVMENT /7> ...... .1Ol'>. E SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND ReCHECK MATH<< . .... .... . ..... - Under ponaltles of perjury, I declare that I havo oxamined this return. Including accompanying schedl;fOs and statements, and 10 the best of my knowledge and bollol, It I. trua, corracl and compla'a, Doclorallon 01 preparm othar Ihan IIla peraonal reprosanlallvals basad on alllnlormallon 01 which preparer has eny knowledge, SIGNAl IRE ~F PF.RSOARE )ONSIULE FOR FILING FlETUAN ADDRESS ~ , n See Schedule attached SIOG_ Ii' RU'^AER antE Tl-JAN HE ESENTATlyE '7 PAl600 NTF \ '" COPYflqht Forms Softwaro OnlY, 19"7 NlIlco, Inc. DECEDENT CttECK APPIlO- PRIATE BLOCKS CORRES- PONDENT TAl( COMPUTA- TION L ------.- OFFICIAL USE ONl.'!' 15- IL'~- q REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE ItUMBER 21. 1997 COllNTYCOPE VEAA 0156 NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDl.E INITIAl.) Woodward, Cleroontille D. rUPP1~~ltal) _____ SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH 158-07-4033 02/28/97 04/05/1914 IIF APrUCAnLEI 'U,W,Ii'NG 'POU",'5 NAMr liAST-lOCIAL SECURITY NUMBER THIS RETURN MUST BE FtLED IN DUPLICATE FIRST, AND MIDOl E INIT'AL) , Win! THe, REGISTER OF WILLS ill - ~. Remainder Rolllrn 1 Original Rolurn 2 SupplAfootltal Roturn (dalll oj d84th prior to i2"13-82) 4a Future Intllfll/!lt Compromise 4 L1mltod Est.lo I:='~=:- 5, Fadoral Eslata Tax Rlrn, Roqulred 6 Oec6dvni Drod Tlls'.llo 7 tJecsdlltlt Malnt4lnlld.l.lI~lOg Trust 0 0 T I IN 1 SID 0.11 Boxa, (Attach COpy 01 Will) \.I\\t"ch (;npy 01 T1usll ' 0 a 0, 0 a e op 9 l.111 II P d R I d 10 ~rolJsal PovlIrly CrfHIit(dAln 01 dllalh bnlwllllfl 111.1. Elflc111,lrl to t,,~ under Sec, 9113(A) ~~~ocoe S oeo VO __ --1l2.L:J!.!.~!1Ij 1 -I 115) ______..l.L...-.011aoh :Jell 0\ 'flUS $fl(.'TION MUl>.!..!IE COMPLETED, :'l.L CORRI!SPONDf.tlCE " CONFIDFJHlAL TAX "JI'OR!M!!Q.It!!!!OlJUl8l\ IlIl'lECTetl T(l:~ NAME COMPLETE MAIl.ING ADllRESS Charles H. stone, ~ire ________ 414 Bddge street FIRM NAME (II Appllcabi<l) New Culrberland, PA 17070 Stone IaFaver & stone TEl.EPHONE NUMBER 717--'174-7435 None None OFFICIAL. USE ONL.V None None 10,700.00 None 5,843.75 0, Total Oro.. Aasela (lotal L1ne'l-7) 9. Funeral Expenses & Administrative Costs (SChedule H) (9) _ 10, Dabts 01 Docodenl, Mortg, L1abllllla., & L1on','oh, II (10)_ 16r543.75 (0) 496.00 67.90 11, Total DoduoUona (Iolal L1na. 9 & 10) 12, Net Value ot Ealate (Line 0 minus L1na 11) 13 Choritabla and Governrnonlal Bequasts/See 9113 Trusls lor which an elocllon to tax has nol boon made (Schadulo J) 563.90 15 r 979.85 (11) (12) (13) None (14) 15,979.85 X.L_ (1G) 0.00 x (10) 0.00 ,06 2,396.98 2,396.98 .l\DOAESS 414 Bridge Street New CuniJerland, PA 6~)r,?r ~~ATE ~~ ' _ J ,f),)/ /f:.? ~ ~.' / 17070 PA REV-1500 EM (1-97) Decedent's CompletE> Address: STREET ADDRF.SS 770 ~,I!! Church Road _ PagG2 CITY STATE PA ZIP 170n nill Tax Payments and Credits: 1, Ta>< Due (pago 1 Line 10) 2, Credll,/Payments A, Spou,a1 pov.rty Cl8dll 8, Prior paymenl' C, Dlooount (1) 2,396.98 Total Credits (A + B + C) (2) 0.00 3, Inter.sUPenal1\' If applloable 0, Inlsr..t E, Penalty (3) 0.00 (4) 2r396.98 (5) (5A) 0.00 (58) 2r396.98 Tol,llnl.res1/Penal\y (0 + E) 4, If line 21' great.r thAn line 1 + line 3, enler Ihs dlllerence, Thl' I' the OVERPAVMEttT. Check box on Page 1 Un. 1910 roque.t a r.tund 5, 1111118 1 + line 31s gr..ler than line 2, enler the dlllAronce, This I' Ihs TAX DUE. A, Enter Ihs Interest on the tax due, B, Enter the totsl of Une 5 + SA, Thl' Is the BALANCE DUE, Make Check Payabla 10: REGISTER OF WILLS, AGEttT PLEASE ANSWER THE BY PLACING AN "X" IN nlE APPROPRIA,E BLOCKS 1, Old decedent make a transfer and: e, retftln the use or Income olltla property transferred; . , , ' . . . , , , . , , . , . , , , , , . , . , . , , . , . . , , , , , , . , b, retain the right to designate who shall use the property tronsforred or Its Income:, . . , , , , , . , , , , , , , . . c, relaln a reversionary Interest: or. , , , . . , . , , . , , , , . . . , . . . , . . . . , , . , , , , . , , , , , , , , . , , , . . , . . . , , , d. receive the promise 10r life \,)f elthor payments, bonefits or care?, , , . , . . , , . , , , , , , . , . , . , , , . , . . . , , 2, II doath occurred on or bolore Decembor 12, 1982, did deced.nt wllhllltwa yoars precsdlng deAth Iransler property wllhout ,ocelvlng Adequate can,lderallan? If dealn occurred a"er Decembor 12, 1082, did decadenllran.l.r property within one year of death wlthoul receiving Adequate consideration?, , , . . . . . , , , , , . , , . . . . , , , , . , , , . , . . . . , , , , . , , , . . . , , , , . , . , . , .. 0 3, Old decedent own an "In trust lor" or payable upon doath bank account or security at hi. or her death? , , , , , , " , , , , , , , , , , , " , ' , , , , , , , , , " " " , , , , , , " " ' , , , , , , , , " , , , , , 4. Old decedont awn an Individual retirement account, annuity, or other non-probate proporty?, , ..' , . . . , . . Ves No ~I ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 p,S, 89116 (a) (1,1) (I) provided Inr Iho reduotlon 01 Ihe lax ratA Impo'sd on Iho nel value at lran.lsrs 10 or for tile use oflhe surviving apouse from 6% to 3% far dates of death on or after July 1, 1994 and bofort\ January 1, 1995, 72 P,S, 89116 (a) (1,1) (II) provided for the reduNlon olthA rate ImposerJ on the net valuo altransfers to or lor the use 01 tho surviving spouse from 3<1/<) to 0% lor dates of death on or alter January 1, 1095, Tho statute does not o)(ompt a transfer to a surviving apOLlstl from la)(, and the stallltory requlremonts for dJsclosuro of asoots and flUng ft tax return arc 8tJlJ applicable even lithe surviving spouse Is the only beneflclarv. FOR DATES OF DEAlll ON OR AFTER JAltUARY 1, 1995 -- Please an.wer IlIelollowlllg quostlon by placing an "," In the appropriate spaca, Old the decedent create a truat 01' almllar arrangement which Is ,olelv tor the .urvlvlng apouae'a bone1tt for hla Of her enUre meUm.? Vea 0 Ito@ If you .n.wered yes to tile 'bove queGllon, tile lax on Ihe trll.1 or .Imllar orrangemenll' pOGtponad unlll the d.alh ollhe second .pause, at which Uroo II will bo fully lexable At the ,ate(,) applicable to th. romalndor bon.flcla",(lo,), Enler the v,IUG 01 the tru.1 on Schedule J, Pa1111, In ord.r to ,emovelt from ths calculation at the lex dlle In Ihl. estate, Vou may wlslllo IlIe Schedule 0 In order to mGko Ihe election available under Section 0113, Illh. elactlon Is made, the trust or similar anangernent Is taxed In the mHate althe firat decedent spouse, the portion of tho lrust or similar arrangement which benefits the ourvlvlng 'pause 13 texed at tho zoro lex role, and tile remainder Is lexed allllo raters) appllcablsto IlIe re",alnder bonoflcla",(les), If you choose to make the election, you must aUach Schedule 0 to a timely-flied tax roturn, along with Scl1odulo(s) 1< andlor M In ordor to f1how the apportionment of 1he trust or similar arrangement botween Ihe surviving Gpouse and tile ,smslndor bonellclary(les), 7 PAf5002 NTF ""0 Copyright Forms Software Only, t997 NellJo, Inc. REV-1510 EM. (\-97) :J SCHEDULE G L COMMONWEALTH Of PENNSYLVANIA INTER-VIVOS TRANSFERS & INH:ER~;'t~cNt6<E~'f~r MISC. NON-PROBATE PROPERTY ESTATIl OF PIU! NUMBl!II Clementine D. ( SU(lplemental) Woodward' 21-1997-0256 This oohedule musl bl> comploled and mod ff tho .nswor 10 anv of quoellons 1 through 4 on lhe reverse lllde at lhe REV-1llOO COVER SHEET Ie yee, ,I -- DESCRIPTION OF PROPERTY 'kOF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE RELATIONSHIP TO DECO & DATE OF TRANSFER. NO, ATTACH COPY OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST APPLICABLE) 1 The Union Central Life Insurance 5r1l43.75 100% 0.00 5,843.75 Co.-annuity proceeds , , . " -- TOTAL (AlllO enler on line 7, ROOllDllul.lIonl . 5,843.1.~_ 11 " (I I ,I ,I I I 7 CPA01 NT' "01. (It more space Is needsd, Insert addlllonel8he018 of lhe same size) CoPvrlght Forml Soltwarfl Onlv, 1981 Nllco,lnc, , , f'f').... .... Cj) .Q2 \D 8 g g OS; I;; . 8 . o::t ... ... i ~. , Cj) C\l N ...... i "'" . 0 0 -S; lfl .... .... 0........ 1Il 1Il ~ Z~Hj = .... .... ! S2 .. H i UJ ~ ... ~ lJl fII UJ2i w - ~ i ~ ~ lSi 2 ,.. ~ ~~ 0 w ... = as lR I;; ... :il .... = ... ... l6 lA -. .... .~ s:: i~ ... ... ~ I ~ 0 ~ ~ ~~ III III - .- .. .. ... ~ p;.( .. it Eti ... IS ... .... ~ ai 0 ... - ... .... ! a:l .... ~ . Ii ... , ~ t 18 .... I 0: , bl IS I = . l!l .... , ~ = , Iii ~ " . tII ~ , Cl8 ~ !W ~ . ! , . ~r: " ~i .... ~i , !~ i . . , , .... , IE , , !m .... I~ , uI . ..I UJ.... UJ'" i; ~ i~ ~ m~ ;IS ~ ....~ :j-/~'J-f} COMMONWEALTH OF PENN~YLVANIA DlPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAMES IH~:R1UNCE TAil DIYISION DEPT, 210601 HARR1UURO, PA l11za-0601 NOTICE or INHERITANCE TAM APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSF.SSHENT OF TAM 0~-02-98 WOODWARD 02-28-9" 21 97-0256 CUMBERLAND 101 E~_ -AM-Oun.!.!~,ltiOd--l MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISI.E, PA 17013 CUT ALONG THIS I.INE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV: isij"'- EX-AFi; - i ii9-'" 9ri "NoT i or -OF - "iNHE;l iT ilNCi" 'fAX-'A-pp;iA- i SEHEN'f; -Ai. UiiiANCE -iili' - - - - - - - -." - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ClEMENTrN D FILE NO. 21 97-0256 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CHARLES H STONE ESQ STONE ET Al 414 BRIDGE ST NEW C~M8ERlAND PA 17070 ESTATE OF WOODWARD TAM RETURN WAS I (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTERE~_T - SEE REV~RSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Relll Elbt. (Sch.duh A) 2. stoak. ~nd Bonda (Schedule B) 3. tIoally Held Siock/Partner.hip Int.r.at (Schedull C) 4. Murtglg../Not.. Rlc.ivabl, (Sch,dull UJ s. C..h/Blnk DlPOlit,/Hilc. Plrlonal Property (Schadull E) 6. Joiutly Ownad Prl1p,rty (Sch,dull F) 7. Tranlflrl ISchedull OJ 8. Tobl "net. I ) CHANGED Il) (2) (5) (4) (5) (6) (71 ,00 749,18 ,00 ,M 17.817.96 .00 631.074.63 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: .. Funarll ExPftn.../Ad.. Coat./Hilc. Expan... (Sch.dule H) 10. Debt,/Hortgage Ll.bl11tl.~/ll.n. (Schedul. I) 11, Tobl Deductions 12, Nat Ullua of h)( R.turn 15. ChlrHabl./GovlrnNnt.l alqua.h; No"~.l.ct.d 9115 Trult. (5chadull J'j 14. Nat \htlu. of Est-t. Subjlct to Tax If an aSBes~mBnt waB issued previously, lines reflect figure8 that include tho total of 6hh ASSESSMENT OF TAX: 15. AlItOunt of lina 14 .t Spou..l ,..t. (Ii) 16. Allount at Un. 14 t;llxabl. at Un..lIChlll A rd. (16) 1)'. AIIC"unt of Lina 14 hlxabla at Coll.t-ral/CI... 8 rat. (1) 18. Prlnelpal TIX OUI NOTEI TAX CREDITS: PAYHENT DATE 05-28-97 11-26-97 RECEIPT NU~8ER AA211360 AA242506 DISCOUNT 1+) INTEREST/PEN PAID (-) 3,750.00 ,00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 36,635.93 5,494.89 (11) (2) (151 1l4) (9) IlO) -/ (,--./ '* In.IHIII t" llt.tlt ::I.EMENTIN D DATE 03-02-98 NOTE I To In.ure prop.,. oredit to your ao~ount, .ub~lt the upper portion of thll forn with your tax Plyunt. 649.641,77 42.BO 82 607,510.95 ,,!t8,509,00_ 559,001,95 14. 15 and/or 16, 17 and 18 will returns asse81.d to date. ,DO M .00. ,DO K ,06. 559,001.95 M .15. 1l8) AHDUNl' PAID 71,250.00 8,850.29 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ,00 .00 83,850.29 83,850.29 83,850,29 ,00 ,00 .00 IF TOTAL DUE IS I.ES5 THAN t1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFL~CTED AS A "CREDIT" ICR I, YOU HAY BE our A REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS,) 1.0 L~' 0[""( I. .10_" (,,! ) Cl, 'I" ~ , ,') (\1 'I,. ~ f? ~-" t~: _'I !i 00 RUENYATIONI Eaht.. of deoedent. dvlnt1 on or blfor, DIC.." -11, I'" H 1f MV future 'nt.rllt In thl ..'ate h tr""t'.rrld In po..,nlon ar ,njoy..nt to ell.. '. (coU,t,,'.1) "",flahtrS.. of the dHtd*1t .'hr thl IMplratlon of My ..tat. for 11'. or for v..r., the C~onwt.lth hertbv .)Cpr..'lv r..arwI. thl right to appr.t.. Ind ...... trln".r Inh.rltlnc, TIMI. It thl lawful eh.. B [ool1at.rtn rlt. on,ny luoh future lnt.,...t. ptJlPQSE OF NOTICEI To fulfill the rlquJruenh 01 Station 2140 of the InherJt~. Ind Eat,t. hIC Aot, Aot 21 of 1991i. (72 P.I, 5eontJfHl 911t0). PAYMENT I o.tHh the top partion of thlt 1'40tlCI Ilnd .ubtllt with your ply..nt to thl ~.gi"hr of Willi prlnt~ on thl rlv.r.' _Ide. ~-".. check 0;" lIOfllY order PIVMlII tOI REal.BTER OF' MII.LB, AGENT REfUND eeA), A ,.fund of . taM cr.dlt, which WI' not reqwtted on the TalC Rlturn, ..!t bti r.queai:ld by C1011ploUnl ." "AppllcIUrm for Jt.fufld of Pennlylv.nie InherltlOO' and E,bt. TIM" (REV-UU>. ApplIoltlonl er. Ivallabh It thlf Off.lo. of th. Rlthhl of Wllh, .,y of thfl n P,IVlnue Ohtrlot Offlo.., or by calling the .~lll 2ft~hOur ."ewrlne '''v~o. nuab.r. for for.. ordtrinAI In Plnn.ylVanh 1-800-36~~20S0, ouhlde PeM.ylv,"ll' end ..Uhin 100.1 H.firrllbUr, .r.. (711) 787"'094, TOO. (717) nZ~2252 (....rl"' IIIP.ired Only), OIJECTlONS, Any Plrtv In lnt4rllt not ..tltHed with thll appr.l....nt, I11O'11WlCl' or dl..ll~1WKI1 of adUatlon., or ......Hnt of hM tlnolucUnt dhcounl or lntllrt.U .. .hown on thlt Hotlol .u.~ obJlot within .lICtv (inl dlY' of "Mllpt of thh Hotlol bYI k-wrlttln ,.rotllt to the PA o.plrt.lnt of RIVlnul, Board of ApPllh, >>Ipt. ?II0Zl, Harrhburg, PI 17128-1021, OR --.llo~lon to h$V4 thl ..tt.,. datll'llned It ludH of the looount of the plrlonlt r..,...lnteUve, OR ~.Dpp..1 t(;. the Orph.nl' Court. AD'IIH IS1RATlVE CORRECT lottll Flotull .rror. dhoov.,.d on thh o.......nt .hould b. Itddrluld In writing tOI PA Dlpart...nt of R.,,~, Bur.eo of Individual Ta~.', A1THI Po.t A.....tent RIVllw Unit, DIPt. 210601, H~rr.llbur., PA 17128-0601 PhON (717) 711~6505, s.. pa,,1 5 of thl bookl.t "In.truoUon. for Iflh."ltanel fix Haturn for I Rllldent Decadlnt" (R[VMlSPlJ for en .MPl""~tlon of MtIllnhtr.tlvlh oorractebla .rrorl. DISCOUNTI I. anv tax due I. paid within thr.. <!) o.lander uonth. aftar thl dle.dant'. dl.th, . flvl p~r~tnt (5~) dl,Qouot of thtll tllf paid It .110wlld. PENALTY I The 15:< tll< ~.t~ non-perHclp.Uon penalty It cOllPlJtld on tM totll of the tlX Md Int.,.lIt ......ltd, Md not plld bafora JenulrY 18, 1996, thl first day "ftar the and of thGi h~ IInnatty per"lod. Thlt non-participation pwlllh It appealabll In the IIMI nnner and In the th41 .Mle U.. ~Irlod.. you would appaal the tile and Int.rut th.t h.. bean aUUllad e. Indicated on thlt notlcl. INTEREST I Intlra.t It Ch.fDltd beginninG with flr.t day of d.lInqu.noy, 01' nlnl (91 lonth. and anI (1) day frOll the dlt. of dI.th, to the dati of payltlOt. TalCII which baca.. dllllln'1Uant IMfor. January I, 1982 bl." Int.,...t at th. rats af .he (6Xl p.relnt p.,. ~ uloulllhd at. I datly rata af .00016/1, All tllf... which bill'" dlllnquent on and aftlr Jenulry I, 1982 will b..r Intarut nt . rata whloh 11111 vary fro. onhndftr vaar to cal.ndar ya" with that r.ta ennDlXlC1ld by thl PA Dapart..ent of Pav.nu., Thl appllclbll Int.r.st rat.. for 198Z through 1998 Irll Y.!!! Il'It.r..t R~l! Dally Intar..t factor !m Int.rnt ht. DillY Int.,...t Flctor 1982 lOX .0005" 1921 .X ,000Zlt7 1911 16:< .00001 1911-1991 11:( .000301 1914 11:< .000301 19'Z .X ,000U7 198& m .000356 19n-1994 1:1, ,000192: I'" lOX .000Z7lt 1995-1'" 9:1. ,000241 .-Intlr..t It olllculat..d ao foll(Mlfll IHYEREST . BALANCE OF TAK UNPAID K NUHBER OF DAYS DELINqUENT K DULY INTEREST FACTOR -.Any Notlel ~"uld ~ft.r tha taM beco... d.l!n~t will r~fl.et IIn Intar..t elloulltlon to flft.en (lG) dlv' be~ond the dlt. of the ....u..nt. If pav..nt It ."dl aft.r thl Int.rut ooaputatlon date .hown on th. Notlca, Itddltlon.l Int.,...t IN.t be oalculatwd. \ZOIfV . REV-1~EX.(1-97) COMMONWEALTH OF PENN~Yl.VANIA OEPARTMENT OF REVENUE DEPT. 260601 HAAflISBUFIG, PA 17!20-0601 B '!:l 1, Real E.I.le (Sohedul. A) (1) ex! 2. Stock. and Bonds (Sohodulo B) (2) 7 4 9i.l 3, Closoly HolrJ Corpor.UOn, Partnership ;;1: "', or Sole-Proprlotorahlp (3) None -< 4, Mong.gos & Notos Recelvablo (Sohedulo 0) (4) tkine -" l.n 5, Oash, Bank OopoSItS & Mlscollonoous Porsonal Proporly (Schodulo E) (5) 76,613.38 '-0 -~ 6. jointly Owned Proporly (Sohodule F) (6) tft- W 7, Intor-Vlvo. Tran.lo" & Mlscellanoou. -J I1ECAPIT- Non-Probalo Proporly (Sohedule G or L) (7) 636,918.38 ULA TION 0, Total GrON Aaalta(tOtal Unos1-7) (8) 9, Funera! Expon... & Admlnls~ativo Co.", ISch..ul. H) (9), 3B,621.~ 10. Oobts of Docedllnl, Mong, Uobllitios, & Uon'lsoh,11 (10) 5,539.39 11. Totallleduotlons (fola! Unos 9 & 10) (11) 12. Nit Valul oj Eatat. (Une 6 minus Uno 11) (12) 13. Charllablo and Govommonlal Boquosts/Seo 9113 Trusta lor which an oloetion 10 tax has not been made (Sohedule J) (13) 14. Nil Valul Sub Ict to Tax L1no 12 minus Uno 13 16, Amount 0 no 14 taxabla at lhe spou.a! lax rata See In.~uations on pago 2 for applicable porconlago 16, Amount 01 line 14 laxable at 6% rata 17. Amounlollln014 taxebloal16%,alo ____235,655.92, .16 (17) 16. Tax Oua (18) _, ~~ HERE IF VCU AIlE IlEQUl!STING A AeFUNo OF AN OVERPAVMEHT I ..' ...... ....2..SIUURE TO ANSWEAALL QUESTIONS ON PAOE2Al1lD RECHECK MATH "..'" Ondor pora/llo9 01 porJury, I doolaro Ihall hovo o,.mlned this roturn, Including accompanying .ch.dulo. and .I.,oments( snd to the besl 01 my knowledge and 001"'/0111. ~uo, corroolend <"mploto. Ooolerallon of preparor olhor Ihon tho personni ,0proso"lollvo Is bnaod on all nlormoUon 01 whloh propOlor hos any know ~____ BIG ATURE OF Pl~sO~)AEflf'ONSI8LE f:OA ~INa AETUFIN ADDRESS OA.!E, "(),A 1'. .J, y .....~ - " See Schedule attached _!!..::..l..:t - fk" BIG ytJ~ PAEPAAEROHtf.flT REPRESENTATIVE ADDRESS DATE ,/, ~ 414 Bridge Street ~-/'t'f.v T P NTF 10669 New Cunverland, PA 17070 Copyrighl Forml SOtlWA'!! Only, 191H N.tco, inc, DECEDENT CHECK APi'IlO- PAlATE BLOCKS CORIlES- PONOENT TAX COMPUTA- TION OfFlCIAllJSE ONLY REiJ-1500 INI-IERITANCE TAX RETURN RESIDEN1' DECEDENT .- - FILE NUMBell CCIlJNWi;OClf: ~~2? N&3,M. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ Clementine D. -----'-'--'-J- SOCIAL SECURITY NUMBER DATE OF OtiATH DATE OF BIRTH 158-07-4033 02/28/97 _ 04/05/1914 I" ^ 'N ICAR, [I "UI\V'V'NO ""OUgr', NiWfrL^"':--JSOCIAL SECURITY NUMBE~THIS ReTuRN MUST BE FILED IN OUPUCATE Ifl5', ANn MIOUI fi INlrtALI _ __WITH THE REGISTER OF WILLS O I I a! R I 2 S I Ia! A I 3, AllmAlnd" fl.lurn 1, !Qn ourn ,uppomen o urn (d"IHld..thprlorloll-U-lUj 4ft Fulllr. Inl.rut Compromll' F E T d 4. Umltod I!otlto . (dAleol "..1/"11.' l~-U-UI 6. edorftJ .stalo ax Atm, Anqulro 6. D,clldllnl Ol.d Tul.l. 7, O.c.rI,,"1 M.lnt.ln.d. Living Tru.l 6 TOlaJ No of Salo 0 .'t Ilo" 0 (Aluch eopy 01 WillI (AItAGh copy 01 TrUllH ., epo ,,0 9 Uti II P d R I d 10,5 OUIIIPov.rlyCr"dll(d.l.o'duthb.lwlfn -n 11, Et.cIIClnlo....llund.rS.c,U'1J(^) , a on rocoo 8 000 lJA ~3 - M 1- . _.._---LJ .. IAlI.ll~ ~otl,.2L..-. .. _....... Ttll!, SECTION MllaT BE COMI'f..l!Jl!IJ,~ COIlIlESI'ONDl'll/CE . C(lI!!:!!1..I!NTlAL 1'10( INl'Oll~TIOH 8HOULD BE DIRlIlcno TO: NAME COMPLETE MAILING ADDRESS Chatlel'l H. _ S~one .L!';~i.re _ Stone ~aver & Stone FIRM NAME (If Appllc.obla) 414 Bridge Street New Culrber1and, PA 17070 TELEPHONE NUMBER 717-'174-7435 OFFICIA~E m~L Y :'Clltl (II (') " n , , , ,.r, &j' 2. 714,280.94 44,161.32 67,0,119.62 134,463.70 14 535,655.92 ,~- (15) 0.00 , 0.00 ,06 (16) 80,348.39 80,348.39 PA REV-'I500 EM (1-97) Dectdent'. ~omplet~ A~.!lre.s:_ STREET ADDRESS 770 Poplar Church Road Hill PA 17011 PAg. 2 CITY I STATE IZIP Tax Payments snd Crtdlts: 1, Tax Due (Page 1 Une 16) 2. Credlts/Paymenl. A, Spou.aI povsrty Crsdll , B. Prior Payments C, Olscou nl (1) 80,348.39 82,541.08 3,750.00 Tolal Credits (A + B + C) (2) 86,291.08 3. Inleroot/Penalty II applloabls D. Interest E. Penalty 4. TOlallnleroot/Panalty (0 + E) If line 2 Is grealer than IIno 1 + line 3, snter Ihe dlltsrsnoo. This Is lhe OYl!RPAYMENT, Cheok box on Page 1 Una 1910 requeata refund If line 1 + line 3 I. greater Ihan line 2, snter Ihs dlltsrsn"". This Is Ihs TAX OUE. A, Enler lhe Inlsreat on ths tax due. D. Enler lhe tOlal 01 Uns B + eA. This Is tho BAlANCE DUE. Mak.e Chock Payablsto:REGISTER OF WILLS, AGENT (3) 0.00 B. (4) (B) (eA) (B8) 5,942.69 ffi~@~;f@1t~j~!@n@)t~WmI:l:It:m!:W1~1!:;:iE . ~. " ' - - ,- ......;..~.; .';;~L~~~;~~~W~'~t~~"~6((6WING"'cil.JEStIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Old clecedenl make a tran,'sr and: Vile No a. relaln tha use or Income of Ihe property Iran.lorrad: . , , , , , , , , , , , , , , , , , . , , , , , , , , . , , , . . . , , , , "~ I b, retaln the rlghl to deB~nale who Ahall U98 Ihs proparty tran.terred or Its Income;. , , , , , , . , , , , , , , , , , 0, relaln a reverelonary Inloreol; or, , , , , , , , , , , , , , , , , , . , , , . , , . , , , , , , . , , , , , . , , , , . , . . , . , , , , , , , d, receive the promise lor life 01 elthar payments, benaltt. or cara?, , ,. , , , , . , . , , . , , , . , . . , , , , , , , , . , 2. II death ocourred on or belore Dscember 12, 1602, did dscedsnl Within two ya"a prscedlng death translsr property wlthoul r8C8lvlng adaqusle con.lderallon? If deAlh occurred alter December 12, 1962, did dscedanl tran.ter propsrty wllh!n one yeor 01 death wlth"ul receiving adaquata o.on.lderatlon? , , , .. . , .. , .. .. , . , , , . .. .. .. .. .. .. .. , , , , .. .. , , , .. , , , , .. .. ,,0 @ 3, Old clecedent own an "In trusl 10(' or payabls upon doath bank sccounl or socurlty al his or her dealh? ,'....'.' . , , .. , , , .. .. , .. , .. , , , , , , .. .. , .. .. , , , . , , , , .. .. , .. , , , , .. ,.. , , 4, Old clecedent own an Individual retlro"...nl account, annuity, or olhor non-probate propsrty?, , , , , , , , , , , , ~ B IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, COMPLETE SCHEDULE AND FILE IT AS PART OF THE RETURN 72 P,S. 89116 (a) (1,1) (I) provldsd 'or the rsductlon 01 tho lax rate Impostld on the nat valua of transler. to or lor lhe u.o 01 the BUlVlvlng opow.e 110m 0% 10 3% lor dales of death on or altar July 1, 1994 and belora Januwy 1, 1995, 72 P,S, 89116 (a) (1,1) (II) provided lor tha raductlon 01 Iha rala Imp090d on Ihe nat valua 01 Irana'era 10 or lor Ihe uso of Ihe .wvlvlng apoullIlrom 3"A.lo 0% for dol.. 01 daalh on or alter January 1,1995, The slalllla fl2.\ll~ a "an.'ar to a aUlVlvlng aflouso Irom lax, alld Ihe alllulory requllarnenlolor dlsclo.ure ol...at. and IlIIng a lax return wa sllll applicable evan If tha aurvlvlng apou.el. Ihe only belloflolary, FOR DATES OF DEATH ON OR ""TER JANUARY 1, 1095 -- Pla..a an.war Ihalollowlllg queallon by placing an "x" III Iho IlJlprbprlala 'PIOO, Old the decadent create a trult or olmllar arranll"ment which I. solely lor thl aurvlvlng OPOUH'I btnelttlor hie or her IInU,.IIIeUIM? Yea 0 No 0 "you anowarad Yaa to the abova question, Iha tax on Iha,ruS! or .lnJl" a"a"gamellll. po.tponad unlllll., dealh ollho .ooond ltfJou"", 0' whklh limo II wfll be lully laxable al the ralo(a) applloable 10 tOa ramalndar benallclary(las). Enler Iha valua ollho I"WI Oil B<lhodulo .1, flail II, In m<tor 10 10"lflvell Irom Iho c.lculatlon 01 Iha tax due In thl. e'lato, You may wish 10 file Schadllla 0 In ordar 10 maka 1I1110100llon .Vllllol~. und", HtKrllon 01 t~. II IIIII _lion 10 made, Iha lrusl or almllar arrangamenl la laxed In the aslate 01 Ihe IIral docodanl apOll.e, lhe porllon 01 II", 11U.1 or "In~la' a""Ifl'",01l11 whMI berlltlllo Ihe I,mvlvlng apou88 I. laxad al the zero lax rala, and Iha ramalnda, I. laxed al tha rala(a) appllcablalo Iho romalnd", 10Il,oIl1l10ry(ia"l. If ynll "'"Ill'" to rnaka Ihct alncllon, you musl a"acll Schadule 0 10. timely-iliad lax ral<,m, along with Schadulo(.) K and/or M In Old", I(] 0"01'1 IIllI .ppIIIIIOII"O",1 01 Iho IIUo' or lIInJl1I arrangemenl bel'll8811 the aUlVlvlng apoustl and Ihe ramalndar bellallclary(laa). 7 PAI5D02 NT110870 Copvrlght Forms 80ftWIH8 Only, 1097 NelrJO, Inc, REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF C1ElTViU1tine D. Woodward SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-1997-0256 Thl. oohadula mu.t b<I oomplet.d and flied If the anower 10 any of qua_tlons 1 through 4 on the rever.. .Ide 01 tha REV-l500 COVER SHEET I. Y". DESCRIPTION OF PROPER1Y %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S (IF TAXABLE VALUE RELATIONSHIP TO DECD & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR_REAL ESTATE. VALUE OF ASSET INTEREST APPLlCABLEl 1 Ohio National t'inancial 269,054.00 100% 0.00 269,054.17 Services-Annuity No. E5023845 2 Life USt\-Annuity Controot #4217103 199,158.00 100% 0.00 199,157.67 3 Life USA-Annuity Controot 114,354.00 100% 0.00 114,353.79 #97-A-2267350 Allianz Life Insurance Catpany of North J\marica 4 Life USA-Annuity Contract 48,509.00 100% 0.00 48,509.00 #4696707-Allianz Life Ins.-beneHci.ary is Pine Street PA Presbyterian Church, Harrisburg, 5 The Union Central J.J.fe Insurance 5,843.75 100% 5,843.75 Co.-annuity proceeds "I' , . . - TOTAL (Aloo anter on line 7, Recapltulallonl S 636,918.38 7 CPAOl NTF "810 (II more spa"" I_ needed, Insert addiUonal _heelS of the _a..., .Iza) Copyright Form. Softwlln Orlly, lIHl7 N.lco, Inc:, Commerce .Bank Commerce BanklHerrlsburg N.A. 100 Senile Avtnue P.O. 80, eSll9 Clmp Hili, PA 17011 (717) 975-6830 ,J . ./ \'1 L i . :'.~ (. n 1;:1 " /-,' (PiT .. .. / ( 1 ,- " , 1 I Lt. ).', 1 ., !f I: I I ).., t.:lkCi< r iH" A; ,j.j. nJ ':II '-II: ;;:,- ',(.'.:-HJI'IT r~U' '~,l ):)1,....v':~:":!7'\1 T'!~):. (0 'Ill'.' I, /1'..VlnlJ '~'r-i._T':;,\-:nT i,t\I..AI'J(~C :\.~ I';f~' ,'I\./')J/;(7 _"f ...1LU.~ .1 D_~(I!l-:)IT'")- '/,NC), "ITd-, -~ c}r,C> I f') .. L.';". " ' CHi:':l<,..j AfhJ .1TL:: )r~(T-:~ ..'... ':'_J' ',' ~\Jr ;T'J~l' _'.IL"IT .-,AL'\I.IC'~ .\3 f'Ji~ ',.!/"'" ~1;/7 ...., 'il)',\ ~_:., \';,::- -I}_\Y~' (;'1 Trll;~ '3T;\f 1:::,~T --::'t'::t.~rr)') .~_j STATEMENT DATE , " n ACCOUNT NO. .) ~ 1 'J ,.:; ;! 37 ,'j 1 ::lr':L: C~ 1 d-Z;lZ:S .17 4:3,000. Dr, .00 . J;J 4 d , (; IJ 0 . C) ._--~----~-~----~.-------.-~-----~---------~-~---.----------- ~ 'I i- \1-<\'IC. Y ~I\T'~" kJi! ~ :1/-q Il,il .,(\i ,,('J' ';'-:'~''':T1V,.~ t::'...HI 1. li)'J7 :)'J'<>'\AUT CI-I:':Ci~I~,il~ ~1:C-'HlNT:5 - L.. 11'/ 1.---':,1,') ./';, Jlll.'L ~!.:; ,'\'")J':"'.~;;S.:.) ;,';;. '~'J 1,-lN'nILY. I: . , , ' I, I. NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION '5 Cj t::1t m -, C'.J ~) ";;;;: Ir. , '-') PAYMENT I ~ .~lct.,;'!U)fU~. requlr~. h of Seotion nu (b) of ,the InhGrH~ Met ht,t. 'ell Aot, Aat 21 of 1995. :('1. P.S. Ion 'I.S),: :" "_)1 F tho ~ portl..~" thh NotlOtl IOd .oo.lt with your P.~t to the RIgl.t,r of .,1111 pr,"ted 0f1 ttM HlldfII a; - MoI<. ...... Dr oo@t do' p..obl. to, RIlOISTBR OF MILLS, AllEIlT. PIJRPOSf Of' NOTlCEt REFlJrG) (CR) I A refuncl of . tlK orlMtlt ..y be r~.ttd by cotIPhU", an "ApplloeUon for Rllfund of JJ.nnlyJv.,l, InherJtMQI end estet. To" (AEV~U13J. AppllOIUonl .re l..,aUlblCl .t thft 0'1101 of tha Rql,ter of NUll, <<IY of the 25 R.,,~ Dhtrlot Offlo.l or fl'DIII the [tepertlNnt" r.(.-hour 8t'l'Wflrlng IHtrvlo1 ....r. for fO"'1 order Ing I In Penn,vllllnl, 1~800M362-2050, out.tde Penn,Vlvanla .od within 10011 Htl rltburg .r.. (7171 787-8094, Toni (717) 772.2252 (Hurlna l~.lr.d Only), OIJECTIOHSI Any p.rty in Intar",.t not uU,fied with the ........"t of tell .. shown on thh notice NY object withIn .bi;y (60) daYI of rlHlllpt of thh Natlo. byt ~~Nr1tten pr"te.t te the Pit Depart.....t of Re"iIf'IlHl, Beard of ~als, Pept. 281021, Harrisburg, PA HU8-10U, OR ual.cUng te have the .atter detanlned lit lIudit of the ptrtr.cnal rfIPr..entaU"a, OR ~~~al to the Orphans' Court. MlHIH~ ISTRATlVE CORRECTIONS t Fant....l arror. dhcoy.red on thh ........nt ,hoUld be addra..ed 1n ~rJt1fl1 tOI PA Depart...,t of RavlnUl, Bureau of IndIvidual TaJeIl', ATTN~ PostA..e....nt R.yi.w UnJt, Dept. 280601, Harrisburg, PA 17126'~0601, ~ (717) 7C7~6505. See pao- 5 of the bookl.t ~In.tructlon. for Inheritance Ta~ R,turn for a Ra.ldent o.o.dent" (REV~1501) for' an eKPlanation of adldnlstraUyah correctable .rror.. PENAL TV I The IS;: t8)( --..Ilb non-participation penalty 11 cOllpUted on the tatal of the taw and inter..t ......ect, BOd not paid tMfora January 18, 1996, thcl Urlt day after the end of the tax MfW.b ~riod. Thill non-partl1l2lpatlon ~1ty h IPPHlabh In the .... 8amt1r and In the the ... ti.. per lod .,1 you would appeal tt.. t.K ~ It,ter..t that hall been a...II.rt It. Indloat.d on this noUee. IHTERESi J For data. of death on ur aft.r 10-3~91, Pennsylyanla Eltate Tax ba.ed on thV ~lderal E.tate Tax r.turn bac~. delinquent at the eMpiratlon of nine (09) aonth. frOM the deta of death. For dat.. of Math prior to 10-3-91, PannsYlvanla Estet. TaK bned Oil the Fedaral E.tate TaM raturn baco... delinquent at the 'KplraUon of .iQht,,;t (18) aonths frOll the date of death. Tex.. which ~08R8 delinquent ~for. January 1, 1982 beat Int.r..t at the r.t. of six (6;:) percent per ~ oalcul.tad at . dally r.t. of .000164. All tawe. which beoa.. delinquent on or aftar Janunr~ 1, 1912 will beer Int.r..t at . r.te which wUl ".r.v frOll calendar year to o.lander y..,. with that rat. announoed by the PA DepartHl'lt of R.lI.nue. The applioable Inter.tlt rata. for 1982 through 1998 .r'l V..r Int.r.st Ra1e DaUy ]ntere.t FaC'.tor Vear Intere.t R.te D.lh' Intar..t Factor 1962 20~ .000548 1987 9% .000247 1963 16% .000418 1988-1991 llX .000301 1964 ll~ .000301 '99' 9X .000247 1985 13Y. .000356 1993-1994 n .OObl9t 1916 102 .000214 1995-1998 9Y. .000247 w-Int.ra.t ie calculated al fol1044': INTBRIlST D BALANCE OF TAX UNPAID M NU"BER OF DAYB DELINqUIlNT X DAILY INTBllIl8T FA~R uAny NoUca iuuad aUar the tax beoOlla' d.linquent wlU reUlKIt an Int.r..t caloul.tlOI) to flftMfl US) ltay. bliyond the date of the ........"t. If p.~nt 11 .act. after the Intar., t COIlPutaUon date .1hoWn on the Hatlo., eddltlonal Int.ra.t .u,t be oaloulat~. /j/ (,/f. r; BUREAU OF INDIVIDUAL TAMes INHERITANCE TAX DIVISION DEP1. nDMJ UARAISIWtlO, PA l11ta~0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (~_..... * th.Utl It." 1t1,"J CHARLgs H STONE ESQ 414 BRIDGE ST NEW CUMBERLAND PA 17010 DATE ESTATE OF DATE OF DEATH FILE NUMBER OOUNTY ACN 07-14-1998 WOODWARD 02-28-1997 21 97-0256 CUMBERLAND 101 E ~-A~~~1~R.._I_~tedn._ -l CHECK PAYABLE AND REMIT PAYMENT CLEMENTIN D MAKE TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To in8ure proper cre<ut to your acoount, subMit the upper porUon of this 10,... with your t.x p.YlMf\t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv=i6o-j-Ejf-AFP--ioi-:97i-------...--iNH-iRiirANcE--filjf-sT'A-fEHEiif-iiF-ACc:OUN;r--N-i.--------------------- IESTATE OF WOODWARD ClEMENTIN D FILE NO. 21 97-0256 ACN 101 DATE 07-14-1998 THIS STATEHENT IS PROVIDED TO ADVISE OF TNE CURRENT STATUS OF THE STATED ACN IN THE MAHED ESTATE. SHOWN BELOW IS A SUHltARY OF TIlE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-13-1998 PRINCIPAL TAX DUE, 86,247.27 PAVMENTS (TAX CREDITS), PAYMENT RECEIPT DI SCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 05-28-1997 AA211360 3,750.00 71 ,250.00 11-26-1997 AA242506 .00 8,850.29 02-10-1998 AA269745 .00 2,396.98 05-12-1998 AA270069 43.81-, 43.81 ".. (., i/'l o R f',1 b: r; '.'l: ) c.... (() N ::j ~ .'i .> om <lla: cr: ~~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 86,247.27 .00 .00 .00 . IF PAID AFTER TNIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I PAVHI!WT, htaoh t~ t(jf) porUcm of thl. NotJoellnd ,tubltJt with your p.~nt .... Ply.,l, to the n.. If'Id Iddr.., prlnt4ld on the r'Vlrn .Ide. If RESIDENT DECEDENT .... otwok or ltOnfy Of "dell' ply8ble tOI REGISTER OF WILLS, AGENT. If HOH"R~alOEHT DECF.DENT .Ak. check or IGII4IY order payable tOI COHHONWEALTH OF PENHSVLVANIA. REFI.IItI (CA)I it refund of . tel< credit, which .... not requ..ted on thl rlx R,turn, ....y be rlJq\Ml.t~ by COIIpltUng .., "~Uo.Uon for R.fWld 6f Pennsylvania Inheritanoe and E'tat, fBx" (REY~lS13). Applioations ere Iv_Ulblt It the Office of the Reohter of NUh, MY of the 2S RIYlnua Dbtrlot Offic.. or frOll ttt. [)eptrt.."t'l 24-tlOUr an....rlng .I.'viol nt*Mrs for foru orderlngl In Pennsylvania 1"aDO-362~20S0, Qutlide PClnnlyll/llnla lNld within local "'rrhbu."g lire" (717) 7&7-8094, TODI (711) 772-2252 (HearIng Ilpaired only), RE'PlV TOl blUon' regarding error II contained on this notlol should be addr....d tal PA Depart..nt of RevMlUe; Bur.au of IndlYidlJlll Taxe., AnN, Post A.....Mnt R.view Unit, Dept. 2'80601, Harrisburg, PA 17128~0601, phone (717) 787-6505. DISCOUNT I If "'lY tal< due h paid within three (5) oal.ndar .onth. after the Moadent', death, a flYe plr::l.nt (SiO dlsoount of the tal< paid h aUowed. PENALTY I The 15% tal< lNIMsty non-partiolpation penalty is oOllPuted on tho tl)tal of tM tax and 1nterut a.....ed, end not paid bofor. Jenuary 18, 1996, the f1r.t day after the .nd of the tftx Hnuty periOd. INTEREST I Intor..t 11 oharged b.g1Mlng with fJrut day of daUnqu.noy, or nine (I)) Booths and one (1) day frOll the date of death, to the date of pay"'ent, TIIIl.. whiuh bec... delinquent before JJflUllry 1, 1982 bear Int.r..t st thl rlt. of SIb; (6%> p.,roent per Smull oaloulated .t a dally rate of .000164. All tal(.' whloh bee... delinquent on and aft.r January 1, .1.982 will bear Int.r..t at a rat. whloh will vary frOll oalendar year tn oa1.oeMr y.ar with that rat_ IN1flOUO(IMt by the PA o.plrt...nt nf Revenue. The applioable Intlr..t rate. ~or 1982 thrOUgh 1998 ar., V..r Int.rut Rate Daily Intere.t Faotor V8flr Interut Rata naUy Int.re.t Factor 1982 20Y. .000548 1967 9% .000247 1983 16% .000458 1988-1991 11% .000301 1914 11% ,000501 1..2 9;': .0002ft7 1915 l3X .000556 1993-1994 n ,000192 1986 10% .00027ft 1995-1998 9Y. .000247 -.Iot_r..t h caloulatad .. followlli INT1l1IEST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NeUee luu.d .Uer the tal< beco..s delinquent will reflect an interest eelou1et1on tn flft.." (15) dey. beyond thcl det. of th4t ....&Bunt. If pay.ant Is ..da aft.r the int.rest tOllt1utotlon date .hown on the NaUta, addlUonal inter..t .Ult be ealoulfttad. E~- ~~~~~~t ~!!11T~d..-- -1 MAKE CHECK 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 ~ iiE'Y=is{j'f-Ex--Af:jq'o'if:ij:rnioTior-on:-NHERITilNC'E"YliiCA'ppRA'isEHE"iir;-m-oiiilNcE-oli'------------.. ---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CLEMENTIN D FILE NO. 21 97-0256 ACN 101 ". I.t) ./6/1 (/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE nUREAU OF INDIVIDUAl TAMES INtlf.nlANCE TAl( PJVJSIOH !)IiPl. ?60601 HAHHlRBtJRU, PA 17lta~0601 NOTIC~ OF INH~RITANCE TAX APPRAISEHENT, ALLDWANC~ OR DISALlOWANCE OF DEOUCTIONS AND ASSESS~ENl OF TAX CHARLES H STONE ESQ STONE LAFAVER AND STONE 414 BRIDaE ST NEW CUMBERLAND PA 17070 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08.2(,-1998 WOODWARD 02-28-1997 21 97'.0256 CUMBERLAND 101 ESTATE OF WOODWARD c *' IU.lfHlliHm-tll CLEMENTIN D TAX RETURN WAS I I ) ACCEPTED AS FILED ( X) CHANOED SEE ATTACHED NOTICE DATE 08-24-1998 " - RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE --- ~... APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 1. R..I e.t.'t. (Schedule A) 2. Stocks end 8ond. <<Schedule B) 3. CIo..Iy Held Stock/p.,.tnershlp Interest <<Sohedule C) 4. Hortgages/Not.s Receivable (Schedule DJ !i. C..h/B.nk DepasHs/Mh:c. PerClorwl PI'o~lIrty (Schedule E) 6. Jointly Owr..d P,'ope,.ty (Schedule f) 7. Transfers (Sen.dule OJ 8. Total As.ets RETURN NO. 02 (1) 121__ (3) (4) (5) (6) (7) .00 . DO ~ .00 48.000..1Q.. .DO .....!!L (8) APPROVED DEDUCTIONS AND EXF.MPTIONSI 9, Funeral Expenses/AdM. Costs/Hi.c. Expense. (Sohedule H) 10. Debts/Hortgauo Liabilities/liens (Schedule X) 11. Total Deduotions 12, Net Value of Tax Return 13. Charitable/GoverNtenbl Bequests,; Non-.lect..d 9113 Trush (Schedule J) 14. Net Value of Estat. Subject ,to Tax (9) (10) 1,490.DO .Ot (11) 11?) (13) (14) NOTE I To inll.we proper credit to your account I subMit thA upper portion of this forll with your tax paYHnt. 48,000,00 1.490 00 46,510.00 .00 621,491.80 NOTE: 14, 15 and/or 1&, 17 and 18 will returns assessed to date. If an asseSSMent was issued previously, lines reflect figures that include the total uf Abh ASSESSMENT OF TAX: 16. ^lItount of lino 14 at Spou..8l rate (l!i) 16. Allount of Line 14 taxable at Lin.allChlSG A rata (l6) 17. AMount of Line 14 taxable .t Collateral/CI..s 8 rate (17) 18. Principal Tax Due .00 M' DO, .00 M .06. 621,491.80 M.15,_ (18) TAX CREDITS: DISCOUNT It) INTER~ST/Pf.N PAID 1-) ~-_. 3,750.00 .00 . DO .00 PAYI'ENT RECEIPT DATE HOHDER 05-2ii::-f997 --- AA2T1360- 11-26-1997 AA242506 02-10-1998 AA269745 ~12:~998 AA270069 INTEREST IS CHARGED THROUGH 09-08-1998 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM AHOUNT PAID 71 ,250.00 8,850.29 2,396.98 43.81 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. --- TOTAL DUE .00 .00 93,223.77 93,223.77 86,291.08 .--.--- 6.932.69 531.91 7,464.60 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I If TOTAL OUE IS LESS THAN U, NO PAYHENT IS REQUIRED, If TOTAL DUE IS REFLECTED AS A "CREOn" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH fOR INSTRUCTIONS.) ... , . RESERVATXOtll e,t.t.., of ..rrh dYing an or' "far. ~r 12, 1M! n If anywture Jnt.r... in the ..tettt it tren,"rr_ In po.....Jon 0,. -ojOYMnt to Chll' ((/OU,..*".1) bentfJoltrl.. of the deo...-,t aftlr the expJrutlon of MY .,t.t. for Ufl or, for Plr., the CanonMMlth herlbll!IXPr...ly r...rVI' the right to IPPrt....-leI "MIt trlns"r JnheritMCt Taxea at tM llMffUl (a... I (wUetllrtU rat. on lilY euctl future int"..t. PIIAI'OSf Of ooTItEl Y..J fulfIll the requlr......ts of Seotion 2140 of the InherttMlOe MlCI Eltat. Tax Aot, Aat 2:1 of 1996. (72 P.S. Section 9UtOl. FAvttEKTl Dtltech the top portion of thh Notice Ind .ut.Jt with your PIYMf\t to the RtQbttr of Will, printed on tM rlVlr.. "1M. uHek. ohltok or 110M)' orct.r peyabll tN REGISTER OF MILLS, AGENT REFUND (~)1 A refund of . tal( orttdlt, which w.. not r.que,tad on ttMl 'ax Rltum, _Ii be requestttd by oCNlpl,tlng WI "Applltultlon for Refund of PennIYlv~l. Inheritenee and Eatate 'aM" (AEVA1515l, ApplJoetlonl at. aVll1lbl. et the Office of the Real,ttr of Willi, ~y of the 23 Revenue Di.t1'lot Offic.., or by callIng the .pee181 24-hour lK'l....ring ..rvlo. nulIllJers for for.. ordtrlngl In penn.ylvania l-aaO-362-20S0, out&idtl P...".ylv..,la ~ wIthin 10081 Harrllburg ere. (711) 187w8094, TDDI (717) 71?~2252 (Hearing J~lred Only), ntlJECTlOHSI Any party inlnt.rllt not ..U.fted with the appl'ahOMnt, allowanoe or dhallowanc4 of deduoUon., or .....lMnt of tex (including dl.count or intere.t) I' .hown on thl. Notice au.t object 'llthln .IKty (60) day. of receipt of this Notloe bYI ~-..rJtt'"' prot..t to the PA Depart-..nt of Revenue, BOlrd of Appeals, Dept. 281021, HarrisburG, PA 1712&-1021, OR --election to he'll the ..tter dete,..lned at audit of the account of the personal repre.entatlve, OR --flPPMl to thI Orphan.' Court. _'H UiTRATIYE CORRECTIONS : F~tUll error. dl.cov~red on thl. ........nt should bo addre,.ad In writing tOI PA Dspartlent of Revenue, Bure~ of Jndlvhtu.1 laMeli, ATTHI Post A.......nt Rlvle", Unit, Dept. 280601, Harrbbur", PA 1'1128-0601 Phone (717) 787-6505. SfMI pall_ S of ttMI baoklet ''In.truotlon. for Jnherlt.no. T.x Aflturn for a Rel1dent o.c~t.. (REY~1501) for an explanation of ~lnl.tratlv.ly oorr.ot~l. .rrors. D'tSCOOHTI If IKlY tax due I. paid within three (3) calendar .onth. after the decadent', dlath, . five percent (5~) di.count of the 1.x paid ls allowed. PENALTY I The 15;( tax NnI.ty non-partioipation J*'Ia1ty h cOllPut.d on the total of the t~x and Intere.t .....Nd, IIOd not pttid Mfor8 JllnUary 18, 1996, the fir.t day after the end of the tax NtMI.ty period. This nGfl~p.rUolpaUon penalty 11 ftPJHlalabl. In the ... .antl4lr and in thlt the .... U.a per iad a. ~ou would IIP"al the tax and intere.t that he. been .......d e. j~iCBt.d on thl. notlo.. tNTERESTI lnter..t II charl1ed beGinning Nlth flr.t day of dnlinqu."cy, or nlM (9) 1l0nthfl end one (ll day frOll the date of dulth, to the date of p.y..nt. Tax.. !thlch ben8lle dellnqlHtRt tHIIfore .-nu.ry 1, 1982 bear Intlra.t at the r.t. of alx (6;() pGlrcltftt plW S"fl'_ oalculated lit II dally rate of ,000164. All tal<e. whloh belo... delinquent on and Ifter JenuGry I, 19&2 NIlI bear int.rest .t a rat. which will vary frO. c.l~ndar yur to oehndar yur with that rate ~d by tho p~ Depart~nt ~f R.venue, The applicable int.re.t rate, for 1982 through 1998 aral '!!!!: Jnt.rut Rat. DallY Jnt.relt/actor ~ Jntarut Rat. Dall!!' Intar~lt factor 1982 20X .OOOSit8 1987 9X .000247 1983 16i: .000458 1908-1991 11;( ,00D301 1984 11i: .000301 1992 9X ,000247 1985 1!li: .000356 1993"1994 7Y. ,000192 19&6 10i: .000214 1995-1998 9X ,000247 ~~Jnt.re,t j. celoulatDd a. foll""'ll INTEREST a BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any NoUoe J..ued after the tax blOOM' ct.1inquent will refl.at "" intore.t calculaUon to flftMn (15) day. beyond ttMi date of the .....u.nt. If p.~nt 11 -.de aft.r the lnt.r8.t CoaputlltlOO dete .hown on ttM Hotioe, additional int.rlllt ...t be OIIloulat.d. HG' ,)1 HI :91.1 S[f' 3D J'ill :5l1 Ole'l QUIlII> If\ 1'/\ _OF NOTICEs To fulfill the ,..quJr...ntt of SaoUon 2146 (b) of the Inheritcmol ...d E.t.t, lex Aot~ Aot 21 of 1995. (72P,S. SeoUon 91ttSl. PAWENT J Detltlh the top portion of thh Notice end ,ubIIlt wlth ~our pay..nt to ttMi Rqhter of "1111 printed on the r~"" .lde. -- ...... oheckor IMHl4IY order payable tOI REGISTER OF MILLS, AGENT. REFUND (~)a A refund of a hx credit ..y be r.qua.ted by cOIIplaUnu an "Application for R.fund of PennSYlvania Inherlt~ end Elt,t, Tax" (REV-I5!]), Applications ara aVll1lbl. at the Offl01 of the Reglltar of Willi, MY of thl 23 Rlveout Dlltrlct Offloe. or frOll the o.partMnt'. 24~ho\lr an.wring ..rviol r\UMlrt for fora. order inll I In Penn.Ylvenia 1~800~562~20S0, out, ide P.nnlylvenl. and within 100a1 Hlrrllburu ar.. (717) 787-8094, TOD' (717) 7n..22S2 (....rina IIIP.Jr~ Only). Oa.IECTlOHSt AnY plrb In inter..t not ..thfl.d with the ".......nt fJf tax a. .hown on this noUc. ..y object wUhln .ixty (60) du. of r.c.ipt of thh Hotioe bYl "written prote.t to thePA OepartHnt of Rey.nue, 80ard of App.ah~ Dlpt. 281021, Harrllburg, PA 17128-1021, OR "olactina to haYe the .atter d.tlr"lntd at eudlt of the per.onal reprll.entwUva, OR .......1 to the Orphanl' Court ADIIIW- ISTRATlVE CORRECTIONS1 FaotUll Irrors dl.cnvlrMt on thh .SSllsHnt .hould be addr.,...d in writlna tOI PA Depart..nt of Ra",a,.., lurl.u of IndiYldual Taxe., ATTHI Po.t As......nt Ray tow unit, Dlpt. 280601, Harri.burg, PA 17128-0601, Phone (717) 787~6505. S.. paga 5 of the bOQklet "Instruction. for Inh8rlt~c. Tax Return for" R..ldtnt DeHdlnt" (REV~150\) for an 8xplem,Uon of adltinhtratlv.h corrlotltbla arror.. , PENAI.TYJ The 15X tax BIIfl8.b non-psrtlclpet1on penalty 11 cDIlputed on the totel of the tex Ilflrt Int.rI.t ......ad, end not paid b.for. Janu.,y 18, 1996, the flr.t day after the end of the t.x Nne.ty par'lod. Thh non.partlolpaUon penal ty it llPP8alable In the '''8 aanner and In the the .... tla. p.r led .. you would IflP.al the tex end Int.r..t thet hIl. b..... .......d a. lndlcAted on thh noUce. IHTERfST 1 AdcUtlonal Penn.Ylvania E.tet. ,.x .......d .. a r.sult of a chanllle on tha F.deral E.tet. T.~ ololino letter bal;.OIM. deHnqutnt at the expiration of one (1) aonth frOM the date the final notice of the lncr.... In'Fedtral E.tat. Tax 1s raeelved. Ttl~e. which bae..e delinquent before Jlnl,fary 1. 1982 bear lntlr."t at the rete of .Ix (6;<) Plrclflt per annuM celoubtld It II delly rat. of .000164. All taxel Nhleh btlcMM dalln~nt on or aftttr Janutlry 1, 1982 will be.r Inter.,t It . rate whlch Mill vary frOll oahnclnr y.ar to oalenaar year with that rate ennouncfl,d by tht PA hptIrtaent of R.v80ue. The .ppllcable Inter..t rate. ft)r 1982 through 1998 ara, ~ Int.r..t Rata flalh Int.r..t FaotClr ~ Inter..t Rat. Oalh Inter..t Factor 1982 20% .000548 1987 9% .000247 19as 16% .000438 19aa~1991 lU .000301 1984 11Y. .000301 1992 9% .000247 1985 13:': .00015t. 1995-1994 n .000192 19" lOX .000274 1995-1998 9% .000247 ~-Interest 1_ ~al~ulatld .. folloNI, INTEREST . BA~ANCE OF TAX UNPAID X NUMBER OF DAYS DE~INQUENT X DAILY INTEREST FACTOR '.~Any NoUce Juued after thli tax beCMel dellnquent Nill reflltct an Interatt oalculation to flftHn (IS) days beyond the d~te o~ the ........nt. If p.YWent is ..de aft.r the intereat eoaputation date lhown on tht NotlCle, lIdd1tlonal Intar.llt lIU.t be c.leuI.hd. 09-24-1998 WOODWARD 02"28-1997 21 91-0256 CUMBERLAND 101 E:~=A~=~~~t~d_.~ MAKE CHECK PAYABLE AND REMIT PAYMINT REGISTER OF WILLS CUMBERI.AND CO COURT HOUSE CARLISLE, PA 17013 , i~; Ie, r II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT " BUR~AU OF INDIVIOUAL TAXES INHERITANCf TAK DIYISIOH OfIIT. l60601 HARRIS_URG, PA 111Z8-060t I:, [,. DATE ESTATE OF DATE OF DEATH FILE NUMBER i I COUNTY ACN 'l,WI ,J:-' CHARLES H STONE ESQ STONE LAFAVER AND STONE. 414 BRIDGE ST l;kr NEW CUMBERLAND PA 17d7\jlllt, .. In.UH II if' U.'''I CLEMENTI N D TO: MOTE I To insure prope'" (If-edH i:o your acoount I .ub..tt the uppnr portion of this for.. wUh your teK p.YMnt, CUT ALONG THIS LINE ~ RE1'AIN LOWER PORTION FOR YOUR RECORDS ~ ii Eli: iS9:f- E'ii'"AFP"i 0'9-:97"i -----il-.-i'NHER Yi ANi:E- T 'Ax - R 'E"C'OilD - ADj-USTHENT" -. ji-- -- - - --,- - ___m_ - - - - -- - - - - -- ESTATE OF WOODWARD ClEMENTIN D FILE NO. 21 97-0256 ACN 101 ADJUSTHENT BASED ON, VALUE OF ESTATE: ADMINISTRATIVE CORRECTION U) .00 m 749,18 131 .00 (41_ .00 IS) 16 .636,78 (6) .00 (71 636.918,38 (B) 1. R..l est.t. (Sohedula Al 2. Stooks end Dond$ (Sohedule 8) 3. Closely Held stock/Partnership Int.,..e.t (Sohedule C) 4. Hortgages/Note. Raoeivable (Schedule OJ S. Cash/Bank Deposits/Misc. Personal rropa,..ty (Sohedule El ~. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule G) 8. Total Ass~ts DEDUCTIONS AND EXEMPTIONS: 9. Fun.,'.1 Expansas/Adnlnhtrotive Costsl Hisoellen.ou$ F.~p.ns.s (Sohedule H) Debtw/Hortgag. liabilities/Lians (Sohedule I) Total Deductions Net Velu. of Ta~ Return Charitable/Govern.ental Bequests; Non~.l.ot.d 9113 Trust. Net Velue of Estat. Subject ~o Tax 10. 11. 12. 13. 14. TAX: l!;. Allount of l ina 14 ..t Spousal rate 16. Allount of line 14 ~r.x.bl. .t line.l/Clas5 A rat. 17. Allount of line 14 taxable .t Coll.teral/Clasl Brat. 18. Prinolpal Tax Due TAX CREDITS: PAYHENT ~ DATF. I (9) (10) 38 , 621. 93 5,562,79 (11 ) 1121 (13) (14) (Schodulo J 1 USI IHI (17) ~X.OO= .00M.06= 538.40(1.68M.15= 11.8) RECF.IPT NUH8ER DISCOUNT It) INTEREST/PEN PAID 1-) AHOUNT PAID 05-28-1997 11-26-1997 02-10-1998 05-12-1998 AA211360 AA242506 AA269745 AA270069 3,750,00 ,00 ,00 .00 71,250.00 6,850.29 2,396.98 43.81 TOTAL TAX CREDIT BAlANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 09-24-1998 71 (t , 304.34 44 .184.72 670.119,62 131, 714.94 538,404.68 .00 -:J!..!!. 80,760. 70 80,760 , 7(1 861291..08 5 ,530. ~4C.!L .00 5,530.34CR . lF PAID AFTER DATE INOICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. FOR C.LCULATIDH OF AODITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YOU HAY BE DUe A ReFUN~. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTION~.l / PAV.-NT I htllCh the top portion of thil Notioe IH\d .ubIllt with YOUr pay"ent ..do peYable to thl n..e an~ Mltr... prlnttd on the r.ver.. ,Ide. .. Kek. oheck or IIOMY ord&-r paYable tOI REGISTER OF' MILLS ~ AGeNT. ftE'FUHD (CR), A r.fund of . tlX oredlt, ~Ich was not requalted on the Tax Return, IlIIIY be r.quuted by oOllPl,Ung 'an "Appl1oltlon for R,iund of Penn.ylvanJI Inherlt.noe and Elt.t. rlx" (REV-131!), Applloations ar. ly,llabl, at the OffiCI of thl- R,githr of NUh, any of the 23 ReVentl1i Dhtrlot OffJ,c.. or froll the nl".rt""t', 2ft-hoUr ."I...rloo ..rvle. JllJIIber. for fOl'.1 orde,.tngl In Jlenn.ylvanle }-800-362-20S0, oubld. Plnn.Ylvanl8 and within local Harrl'bUrg .r.. (117) 787-8094, TOD' (717) 772-2252 (twarlng IIPalred only), REPLY TO. QUI,Hems .'egardlng '1'1'01" oontalned on thlt notiol Ihould be .ddr....d tOI PA Depart.."t of RltiMltMl, Bureau of Individual TaXI., ATTHI Post A"Q...ent Review Unit, Dept. 280601, Harrilburg, PA 17128~0601, rh~ (7171 7a7~6505, DISCOUNT I If ~y taM due It p.id within three (3) oalendar Ianthe after the d'oed~nt.. denth, II fJvI peroent (5Xl dl.count ~f thl ta~ paid II all~d, PENALTYI n,. 15:< taM BIIIMl.ty non-partlolpatlon penalty 11 ooaput.d on the total of the tal( anti Inter..t .......d, and not paId bafor. Januarv 18, 1996, thl fir.t day after th(l end of tho tax aanuty p.riod, INTEREST I Intar..t I. ohargad beainnlng with fir,t day of delinquonoy or nino (9) sooths and one (1) day fr~ the dftte of death to the date of ply.-nt. TaXI' whioh beo... dallnquent before January 1, 1982 bear Inter..t at tht rata of six (6%) p.roant per annUl calculated at a daily rat. of ,000164. All taMI. which bee... delinquent on end after January 1,1982 wUI blar Jntere.t lit II rat. which will vary frol oalendar year to callndar yellr with that rate announced by the PA Depart..nt of Revenu., ThU applicable intere.t rate. for 1982 through 1998 aral V.ar lnter..t Rftte DailY Internt Faotor V..r lnternt Rat. Dally lnterellt Factor 198? 20X .000548 1987 9% .Oa0247 1983 16f: .00043& 1988~1991 llf: ,000301 1984 Hi': .000301 1992 'X .000247 1985 l31C .000356 If)93~1994 7% ,00Q192 1986 10f: .000274 1995~199a 9% .000247 ulnt.r..t i. oalculated .. follaWIl INTEREST a BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~~Any Notioe i..ued Rftar the t.~ b.a~81 delinquent will rofleot an Intere.t calculation to fifte.n (15) d.~s blyond thfl data of the ........nt. Sf pfty..nt h .ndG afh~r the Interut co.putatJon date shown on the HoUce, MldJUon.l Inter..t tltUst bfl ofllClUh1elJ. PAvtENT I DetlHlh thli top portion of thh Hotloe ttnd .UblIU with YOUr Peywtent .Ide p'VIb'lI to tht ,.. end IIddr... ,.rtnted on the rever.e Bide. If RESIDENT DECEDENT uke cheel< or _OnlY order p.y.Me tOI REGISTER OF WILLS, AGENT j If I4OII-RESIDEllt IlECEnEHt .aIe, .hock or.....v ordor 0.....1. '01 CDHHDNIIEALTH OF PENNSYLVANIA. REF~D <CAli A refund of a bl< credit, ..hlth ..a. no'!: reque.tlKi on the Tel< Return, ..y be requelted by ooapleUng en "Application for Refund of Pennsvlvanta Inherltanoe end Estete Tal<" (R.E\J*nl:5), Applioat1on. ar. aYaH_I_ .t thfl Offloe of the Rethter of WIUI, IIny of tM 23 ReyantJI Dhtrl(lt Offlo.. or frCWl thel Dopertant" 2it*hol.ir ."....rJng ..ryloe n...ber. for for.. orderlngl In Pennsylv.nle 1*800-362*lO50, outslckl PennlylvWlta end ~tthl" looal Harrisburg .rt. (711) 181-8094, TDDI (111) 112*2252 (H..rlng I.palr.d only). REPLV TOI QueIUon. regarding .rror. cont.i".d on thlt noUoe .hould be addre..ed tOI PA Depart..nt of ReycnlHl, Burllu of IndlvlduQI Tax.., AllNI Po.t Au.....nt R.vl.w Unit, Dept. 230601, HarrhOOrg, PI. 11128*0601, phoN (111) 181*6505. DISCOUNT I If lN1Y tax dlHi II p.id within three (3) ce1endar- aonth. aft.r the decedent', daath, a five p*ro.nt <Sin dhloount of the tal< paid I. allowed. PENAL TV I T~ 15~ tal< "hI.t~ non*partiolpatloo penalty I. co~uted on the total of the t.x and Int.reEt .I.....d, Inri not paid b.fClr. JlM'IU8ry 18, 1996, the first day aft.r the end of the tllx .ane.ty p.rtod. INTEREST I InterClot it charg.d beginning with f Ir.t day of delinquency I or nine (9) aonths and OM (1) day froa the date of death, to the date of pay.ent. Tox85 which beoaa. dvUnquent before January 1, 1982 btIar Int.rut fit tht rate of IIx (6~) parcent per IlnnUlI oaloulated at a dally rat. of ,000164. AU tal<lI which beCHe delinquent on end eftar January 1, 1982 will bear Inter'lt ~t " rat. which will vary fro. oalendar yesr to calender ye.r with that rate announced by the PA Depert..nt of Rev.nue. TtI. appllollble Interllt rat.. for 198i! through 1998 .r'l V.ar Int.reit Rat. D"Uy Internst fl!lotor Vear Intere.t Rate DeilY Int.r.st Faotor 1982 m .000548 1987 9% .000247 1985 16~ .000438 1988-1991 llr. .000301 19114 11;( .000301 1992 9% .000241 19'5 13% .000356 1993-1994 n .000192 1914 10% .00021. 1995-199& 9% .000247 uInt.r..t I. c.loulat.d .11 foU~.1 INTEREST . BALANCE OF TA~ UNPAID K NU"B~R OF DAYS DELINqUENT X DAILY INTEREST FACTOR uAny Notice ,..uod after the tel< beoOtl811 dallnqlHlllt ..111 reflect an Int.re.t oeloulatlon to flft..n (5) day. beyond the dete Df thn a.......nt. If pav..nt Is .ade after too Jnt.rllt oo.putatlon date .hown on the Notice, additional lnt.rut ""lOt ba oaloulated. '~;"~ f~'. ":;1 ~;lt'I" . 'f. ~.ltL i~ t '"'~" :~,,-, II: I. i~ iit . .1 'LIt: ...-;. f"'I , '''!' l! , ';;':::.." '''':,'' ",,', ,....:;,~...',:~' ';~:, '.~ :'..' -, "",11 . '''~'' ,"-, . ;~, ,I" ,'.'. '"'. !!~f:. t. ~, .. fit. ";:.1 ,.r, -" I'.'" ....',~.., -. ,:~:~~;:,,~i~4'!~:,w It- '.n.:!:j,._ w.. _ '~'" ,.~, ",-,- , - " 21; I ;~ . . " III .... ',. " , .- .- ..... .... .... .... "" . , .. ': III ,III ", .... ... - ~ .." \f) ,.. ~. .. ,." ~~. .."0"" . ...' \ ......- '.....~ -- .. .'", ", ..' -.. " 4. .. . ,j, . . - .~ - . . III: . , : .. ~ ~ ~ 1"'2 ~ !I lid L ti 1~8il ~j!~~ ~102a ~ ~ ~ 6 1lI S BE-<'" U)"""(I)1""'f '1;; 0 :3 Ii ffi'~ :;o~o u -< ~$l~~ @;~~ ~~~~ ~ ! , ~I, --q~; ~f; i, e