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OATH OF PERSONAL REPRESENT A TIVE
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND:
The Petltloner(s) above-named ,lwear(s) or artlml(s) that the st.1tements In the foregoing Petition are true
and correct to the OOH of the knowledge and belief of Petltloner(s) and that, as penonal representatlve(s) of
the Decedent, Petltloner(s) will well and truly administer the estate accor(lIng to law.
Sworn to or afflmled and lubscrlbed
befOre. me on MARCH_.~~-, 1997 . ~/ ,J iJ. tl~'. ~ A
. ~,t1;l.C4Li..L , . ~ ~h'HORN
. 7' ly1, / (' I '---") ./)!! .}i
!)(fM~~(r c(:'~~;SCUd '" f"" ~tl}; rh! l-. .'---./' :lLD~:@i["WERTZ
'"'tOrtnelejfster-'---Y~'7~';J'
DECREE OF REGISTER
Estate of MMI.!:!A.LZ-I;RBE
also known as , Deceased.
N ? 1 - 97 - "58
o.
Social Se(urlty No: 180 - 0 9 - 514 5
Date of Death: MARCH 9. 1997
AND NOW, MARCH ~__, 1997, in cooslderatlon of the Petition on the reverse side hereon,
satisfactory proof having been presented before me.
IT IS DECREED that Letters 0 Testamentary D Of Administration
(C,I.', d,b,n.c.I.I, pcrdente 1I11l: ~rlUl~ .~otll: durlllco mIMflat,)
are hereby granted to LINDA MALEHORN and DANIEL WERTZ in t.he above estate
and that the instrument dated JANUARY 22. 1993 described in the Petition
be admitted to probate and filed of record as the last Will of
Decedent.
fill
Let ters. . . . . . , . . . . . . . . $ 11 ~ .00
Short Certificate(s). ,$ 18.00
Renunciation...... ... .$.
Affidavits ( )..,.... ,$
Extra Pages (3 ) . . . . . . . $
VA- ~Jm .
-
Codicil. . . . I . . . . . . . . . . $
Telephone:
Gregory J, Ricci
25628
4219 DERRY STREET
HARRISBURG, PA l7l11
(717) 564-5833
9.00
JCP Fee,..,.. t . , . . t t . . $ 5.00
Inventory, " ...,. t ,t t.$
Other. , . , , . ., t I , . . . , . . ,$
TOTAL. . . , , . . . , , . ,$
Ponn NRW,I Plge 2 012 ,1991
Mailed letters and order
147.00
//1 ':l .
DATE FILED: M1\RC~ '7 , 1997
to attorney on 3-20-97.
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t.AW OFFICCiS Of'
STEPHEN J. HOGG
401 E, LOUTHER STREET
CARLISLE, PA 17013
WILL OF
MARTHA J. ZERBE
I, MARTHA J. ZERBE, of Camp Hill, Cumberland County,
penn.ylvania, declare this to be my la.t Will and her~by
revoke all prior wills and codicils.
1. I direct that all my just debts, funeral
expense., gravemarker and administrative expenses shall
be paid from my residuary estate as soon as practicable
after my death.
2. I direct that all inheritance, estate, transfer,
sucoession and death taxes of any kind whatsoever whioh
may be payable by reason of my death shall be paid out of
my residuary estate.
3. I direct that my enti~e estate be distributed as
follows:
A. I leave my Bible to my nieoe, Judy Lahr.
B. I leave my Ned Smith paintings as follows:
1) The deer one to Mary Malehorn1
2) One to Judy Lahr I and
3) One to Linda Malehorn.
C. I leave my dog "snoopy" to Linda Malehorn.
D. The remainder of my estate shall be divided in
equal shares among my sisters, Mary Malehorn,
Virginia Wertz and Eva George, and my nieces and
nephews, Daniel Wertz, Larry Wertz, Daurice
Dailey, Linda Malehorn, with one share going
jointly to Elmer Lahr and Judy Lahr.
E. Should any of my beneficiaries predeoease me,
then that share shall lapse and be divided
equally among the survivors.
4. I appoint my niece and nephew, Linda Malehorn
and Daniel Wertz, as joint Executors of this my last
Will.
5. The Executors of this Will shall have the powllr
to distribute my estate in kind or in cash, or,partly in
either.
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LAW OfFICES OF
STEPHEN J. HOGG
401 E, LOUTHER STREET
CARLISLE, PA 17013
ACKNOWLEDGMENT
Commonwealth ot pennylvania
County ot Cumberland
I, MARTI~ J. ZERBE, the testatrix, whose name is
signed to the attached or foregoing instrument, having
Deen duly qualit.i.d according to law, do hereby
acknowledge that I signed and executed the instrument as
my last WillI that I signed it willingly and as my tree
and voluntary act for the purposes therein expressed.
ss
" } J ~/t '1,t.It~~~ d -~ ,:d!,€...
MAR HA J. ZEll;BE if
Sworn to or affirmed and acknowledged before me by
~HA J. ZERBE, the testatrix, this/~a..d~ oe,
N~~_,:~:9~._." />V[; (j,~
G4"'l4~"'''Y\:-k~':'~~~I\'''''>'., f Nota Pub 1 /A ey
\.~~I (:Jcro, (:LJrlllilrl,~I'ld IJ" !,)I/ (
MyC<<nrnisoonl:Jqlil>.sJ..., 1~'X1l'FlbAVIT
---..--.....................,...)
, r.Antw, ~n;yt"...\""K""'"'' ,; I""",
Commonwealth of Pennsylvania
ss
County of Cumberland
We, D.'tf_<::t'lIJ )f!,(')nY'v-i!(" and A-Jrc~C,A<l,Y'hl.tr
the witnesses whose names are signed to the attached or
foregoing instrument, being duly qualifi~d according to
law, do depose and say that we were present and saw the
testatrix sign and execute the instrument as her last
will; that the testatrix signed willingly and executed it
as her free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing
and sight of the testatrix signed the Will. as a witness;
and that to the best of our knowledge the t,estatrix was
at that time 18 or more years of age, of Gound mind and
under no constraint or undue influence.
d::~:::n ~~. ~d:;'~'d '~:'Z'~d ~:.:: .. by
wit,nesses, this ,,;l,;l.-t.d. day of -Y~'da' , ' 199~.
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)A:r+tw, ""lr'(~''''I''''"--''\''1to"(\ ,-,! I_.A, '~i'"'V_
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REV~150()
INHERITANCE TAX Ul::lURN
RESIDENT DECEDENT
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f~E NUMIIl!R
Cumberland,
COMMONWEAITll . PFNH!in VANIA
O[PAfHMWI OF I~rvnllll
(Will 28000\
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OEC(OfNI'1I tl,IJM: tl.l.!ll. FIR'll ANnIJ10fll f ItiIlIA() ute I bllfli; bb:~ k} !.e11..1e word~
1997, 00258
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, - THIS RETURN MUST BE F~ED IW DuPLICAlE Wliil iilf
REGISTER OF WillS
~- ~- .
[jj 1 Original Rolum 0 2 Supplernolllal RolluII 0 3. Remainder Relom,,,,,,,,,,,,,,,,,,, "'"',
o 4, lImiled Eslale [J 4a. Future InlOf.asl C()iIlIHdlll~(j i,l,'i. It, ..1(.:, I{lrail 0 5. Federsl Estdle Tax. RetulII RequIred
(] 6. Oecedonl Died Testale (A".o;ti copy olWllIf 0 I, OeCElda1l1 MalnlilllllJd d i 1'/111'1 111'-{ (i.II.l,l, '_"IJful IIUIl) NONE__ 8, Total Number 01 Safe Oeposil Bo)(es
[J 9_ UUgaUofl Proceeds Rocelved 010. Spousal Poverty (;u,dll (dd(~ cldtl<lll.l,~\..tU(1 12.l1.91Iod 1.1-9$1 011. Elecllor, to tall undar SElG. 9113(A) (MUdl$(.hOJ
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE ANli'C:ONFifiifNTIAL TAX INFORMATiO'N SHOULD BE DIRECTED TO: ,-~,
1~-- .-- '{'i-iiiPirr'III-lli'TtTf.Aii?i'fiEss ____T'_T
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09
5145
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(IF,iFpllCAlII r.j!jilAY1Viiii1~N}\jt.r'!i 11""1,[ (I Mf, (lUST. ANO MIDDlE ItllTlA! f
fiOCIAl'si,C:llllliY;!(I;111111
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PAUL TANEFF, ESQ.
FIRMtiWE(if~~3bIol--- ---------~'--.-------------
RICCI & TANEFF
4219 DERRY STREET
HARRISBURG, PA 17111
~_.__.~
-'-"-'-'~"...
1, Real Eslate (Schedo~ A)
2 Stocl<s and Bonds (Schedule BI
(1)
(2)
(3)
(4)
(5)
(6)
(7)
, '
63
214
57
3, Close~ Held COlporaoon,Partnerst.lp 01 So~.Propdeto"hlp
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5
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4 Mortoages & Notos Receivable (Schedule 0)
5, Cash, Bank Oeposlls & Mlscellaneou, Personal PfOpefty
(Schedule E)
6, Jolnlly Owned Propefty IScliedole F)
7, Intel-Vivos Trans/ers & M.cellaneoos Non-Plobate PIOpefty
(Schedulo G 01 L)
8 Tolal Oro.. A..eta (Iolal Linus 1'7)
, 57
10
405
. 00
9 Funeral Expenses & Adminlsttative Costs (Schedule H)
17 ,
7
18)
592 19
831, 43
1111
1121
1131
1141
115)
(16)
(111
(18)
,94
,94
73 ,
619
(0)
lID)
10, Oeols 01 Dewdenl, Mortgage L1ablllt~s, & L~ns ISchedll~ I)
,
-_._~-
25
426
.62
11. Tolll Deductlon'ltoial Line. 0 & 10)
"><=
12 Net Value of E.talelLlne 8 mlnos Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which all election to lax hall 1101 hn,:iI
made (Schedule JI '
48 " 192
.95
14 Net Value Sobject to Tex Iline12 minus Lloel3)
15 Amount 01Iln.14iaxob~
atlhespousal tax rate I I
See In$\ruclions on reverse side lor applicable percenlagij
16. Amount of line 14 laxahle
al6%rale
17. Amount of line 14 taxable
at 15% rale
48, 192
,95
u
no
48
192
.95
7, 228
7, 228
I ~ I
16 Tax Due
10,
> > ElE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Undof penalties of perjury, I ciOclate lhill I havo examined Ihis rolllm, IlIcilJd{~g fX:OOmpsnylng schooulos ilnd slalolllilflL:' Jli.! 1'-' if::!', .)t or my knowledge and ootiol, II is lrue. correcl and complete Doclarallon~' preparof ollt;-
~~~~~oor~O~~I;~~~I~~~~71~~~J~~11I R UR~ UillWI~;DRESS ..---.--OATE------.--
cK> I ~ ;..~,~(/(~ DQ 2067 BACK ROA!1, HAtJ,FAX, FA 17032 3/15/99
SiG~OF PREPARER ClTHERTHAN REPRE'fE - -~~-ADORESS~-u--~~-~---_. DATE ,-----
Decede~r! <?~m.pl~te A.~cJrOll~:.~_
SHUTT AflOfU!;J
______ .1~2" CHATI~~fl..IJl0VI,_...... ,..
my
CAMP lit L L
J~":-~'l "L1O,,--1
._~_ .____.._~._..,___....._~._.._. -.0.--
_~_,.~_______-r"__'__". ~.~
Tax Payments and Credits:
1. Tax Dua Ipage I L",a 181
2. Credlls/Paymanls
A Spousal Povarly Cledll ___.___ ._..
8. Prior Paymenls
C. DIscounl
11)
7.228.94
11(,
3.
InlaresVPenally II apvllcable
D. Inleresl
E. Penally
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(~ll
(,,[,P:ItJ(Jj[,(A lB. 0) (21
1,,1,111,01, I,,,III'",lally III . E 1 (31
4. II line 21s grealerlhanline 1 . line 3, enlerlhe difference Thl. i. II,. OVERI'A YMENT,
Ch.ck bOM 00 P.g. 1 L1n. 18 to r.qllest. r.hllld (4)
5. II line I t line J" glllolerlhilnline 2. enler Ihe difference II". ". II,,' ".,( I JIll (5) 7 . 2 ~8. 9/,_ __
A Enter Ihe InlerOSI r,n llint., dlle SEE ATTACHED ADDENDUM (5AI 793.33
B Enler Ihe 10lal 01 line 5 t 5ft Tills is llio BALANCE DUE. (58) 8.022.27
Make Check Payable to. REGISTER OF WILLS, AGENT
17.....- r"~~"~~' "" "-.V"~' ,... ..".~.~'. ""'-"1"'" or "1lllIrn 0 "'''''"''r.t~'h'~-'~-- ,-- n e ... IT
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING AN "X" IN TilE APPRIlPHlA IE Bl.OCKS
1. Old decedenlmake a Iransfer and.
a relaln tha u.e or inGome of Ihe propelty lran8f,Jffed
b relaln the rlgllllo designate who shall uee IlIe pr"p.rl,' Ild",.I.,,,,,1 pr it. income; ........
c. relaln a revelsionary Inlerest, or....
d. receive Ihe plUm!se lor life of either payment.. benvlll. ,,' "0'" c
2. If death oGcuned on or before December 12, 1982, dill decude,,1 !illllllllwo yeare
preceding dealhlransfer propertr without receiving adeqnald cl,,,,,,delalion? If death occurred
after December 12,1982, did decedent tran.ler properl,' wll/,l" """ year of death without
receiving adequate consideration? ...... ..............0
3. Old decedenl own an "In trust fo( or payable upon lkulll 1".,,1. ,'" "u,,1 or se"wily
at his or hel dealh? ...............0
4. Old decedent own an indIvidual retirement flGCCIllll1. dllfllHI/ III 11111\11 Ihlll-prouale property?.... 0
Vee
........0
...0
... 0
..........0
No
[i]
00
[i]
[i]
00
00
[!.]
IF THE ANSWER TO ANY OF Ht~ A!lOVI: IlUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE II AS PART OF THE RETURN
III!'" . " ..-,.- ....."~""..-.,,' - ._."-"'''.'''"''-''''~''._'''''''''''"''"'~,'l
72 P,S. ~9116 (a) (1.1) (I) provided for the reductlnn of the lax rale imposed olll/Ie net value oflransfere 10 or for the \Jee oflhe
surviving epouea from 6% to 3% for dat~s of dealll on or after ,Inly 1. IOfJ.l ",,,II,olore January 1, 1995.
72 P.S. ~9116 (a) (1.1) (II) prov,ded for Ihe reduct,on oflhe rele '''Ip""ud "" "'" ""I vulue 01 transfers 10 or for Ihe uee of the surviving
Ipouse from 3% to 0% for dates of death an or after JanuelY 1. tug" II", sld''''1! fJQ~Hl0t exempt a \ranaler to a IUl\llvlng Ipoule
from lax, and the elatutory reqUirements fOI dr.clusure of a..el. IInd 1'111'11 ,.,." ,oluIII ere sIIII applicable even If the lurvlvlng spoule
is the only benaficlal)'.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995, I'lc"", """.", "'0 f,)lIowing question by placing an 'M'In the
appropriate space
Did the decedent create a trllst or similar arrangement which Is soluly 10' Ilia .urvlvlng spouee'e benefit for his or her entire
lifetime? Yes rJ No [XI
If you answered yes to Ihe above question, the taM on the Irusl 01 sirllllar ,"I"">1""IUllls pOltponed untlllhe death of the lecond
spouse. al which time II will be fully taxable al the rale(a) appllcabla 10 Ihe IOlllalllder beneficiary(lee). Enter the value of the truet on
Schedule J. Part II, In order to remove II from Ihe calculation of Itle lax dlle illlliis eslale. You may wleh 10 file Schedule 0 In order to
make the election availabla under Section 9113. If Ihe election Ie made. llie 111,.1 or similar arrangement II taxed In the eltate of the
first decedenl spollse, Ihe portion of Ihe trust or sll11l1ar errangemolll which I>ullulils Ihe surviVing epouse Is laxed at the zero taM rate,
and the remainder IS la,ed a. ItIO rate(s) appllcabla to Iha remainder IJullulici,IIy(les). If you choosa to make the election. you must
attach Schedule 0 to a lirnell'flled tax relllln, along wllh Scl18<111lo(:;) F ""dl"r M III urdor 10 .how the apportlonmenl of the truII or
similar arrangement between tile survlvUIO spouse and tllt1lel1lilirHltJl 11l:llulh 1111 y(It:~~)
ADDIIlNDUM TO INHIIlJl.ITANCE TAX RBlTURN
FORM RIIlV.1500 IIlX + (1.971
GIIlNBRAL INPO~~;OHJ
TAX DUE ONI DECEMBER 10, 1997
TAX FILED ON: MARCH 16/ 1999
TOTAL DAYS LATE: 461
INTEREST CALCULAT~ltl
XE/I...R TAX DUE IJlU.a DAJ,r,.y RATE AMOUNT ( S )
1997 $ 7,228.94 x ,21 X .000247 $ 37.50
1998 $ 7,228.94 X 365 X .000247 $ 651. 73
1999 $ 7,228.94 X 75 x .000192 $ 194.10
TOTAL INTERlllST-LINE 21 (A) t I ~ . I' t I 11 . . $ 793.33
=la~===
, ,,',:'
Rcr:h:\x\o\zorbo\01xrtha\dQC0Q4qa
H.:\'.I~EX-l-(1.1I7lllh\lI!llI,'f
('mtM(J~\\'I:^LTlI (lIl'^ INHlltll ANn -lAX <<11 t:\tN ItlSllfl~1 1ILl'I,liI',~1
=
Estate llf:
SCHEDULE "E"
CASH BANK DEPOSITS alld
MISCELLAN~OUS PERSONAL PROPERTY
--,d
MARTHA ). ZERBE
l'ILI!NlIMIlIiR:
1997-00258
( All Property Jolntly.owned with Rliht of SUlVlVONhlp O1Ull he reported on Schedule F,)
Item Value at date
Number Description of death
1, PERSOlli1kJIT.FECTS AND CWTHING:
DECEDENT DIED SEIZED 01' PERSONAL EFFECTS,AND CLOTHING
WHOSE FAIR MARKET VALur~ WAS LESS THAN THE COST TO
HAVE SUCH BELONGINGS VALUED, ACCORDINGLY, SUCH
PROPERTY WAS ABANDONED BY THE EXECUTOR AND DISCARDED, $ ,00
HOUSEHOLD GOODS AND FURNISHINGS:
BRICKER'S AUCTION, 93 TEXACO RD, MECHANICSBURG, PA
17055; PROCEEDS NET OF COSTS.. ,.. .. .. , .. . .. .. .. " ... $
2.
3.
4.
5,
6,
7,
8.
~OUSEHOLD GOODS AND FURNISHINGS,
THREE (3) NED SMITH PAINTINQS; APPRAISAL BY
BRICKER'S AUCTION, , , , . , , . . . . , . , . . . . , , . . . . , , , . . . , . . . ,. $
f\UTOMOB I LES :.
(A) 197'7 CHRYSLE:R LEBARON, SOLD AT AtJ(CTION TO,
, MARGARET NALLEY FOR A PURCHASE PRICE OF $275.00;
VEHICLE PROCEEDS INCLUDED IN 2. ABOVE,... .....,.. ~
(B) 1984 PLYMOUTH RELIANT, SOLD AT AUCTION TO
SUSAN STONER FOR A PURCHASE PRICE OF $275.00;
VEHICLE PROCEEDS INCLUDED IN 2. ABOVE...,. "..,.. $
BANK ACCOUNTS:
PNC BANK, P,O, BOX 8874, CAMP HILL, PA 17001-8874;
(A) SAVINGS ACCOUN'!'# 51-3008-1809.,...,.,..,...,.....$
(B) CHECKING ACCOUNT# 51-4007-1532...".,.. ,. ... , . . ,. $
INSURANCE:
(A) ERIE INf3URANCE GROUP, 100 ERIE INS. PL" ERIE
PA 16530; POLICY# Q042302362H; AUTO INSURANCE
REFlmD DUE TO PREMIUM REDUCTION. ................ $
(B) FEDERAL EMPLOYEES GROUP LIFE INSURANCE, 200 PARK
AVENUE, NEW YORK, NY 10166-0188.,. ,...,.. ....,.., $
RETIREMENT DEATH BENEFITS:
(A) OFFICE PERSONNEL MANAGEMENT, P.O. BOX 45, BOYERS,
PA 16017-0045; UNUSED RETIREMENT ANNUITY
CONTRIBUTIONS. , . , , . , , . . , , , . , . . . . . , , , . . . . . . , ~ . . . ;. $
MISCELLANEOUS RECEIPTS:
(fI) SUBURBAN CABLE, 4601 SMITH ST., HARRISBURG, PA
17109 -15 2 6; REFUND FOR RETURN OF' CONVERTER BOX. .. $
(B) AT&T CONSUMER LEASE; ACCT# 0811006168100, REFUND, $
3,012,00
300,00
,00
,00
1,213.14
1,280.26
16.00
4,260.87
206,76
101.92
14,05
TOTAL (Also clllcr (111 LillC 5, Rt'(,:upilulatilll1) . . . , . . , . , , . , ,. . I $ 101 405. 00
RJo:V.IU'l ":Xi IHlliulmill!lU)
(lIMMONWI,^LTIl 011 P^ INllEIUf^NCIi l^>; RI\ltJRN II.I:SIIIENf f)fTI'IlU-I1
SCHEDULE "H"
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS and MISCELLANEOUS EXPENSES
ESUltc of:
MARTHA J. ZERBE
1'11.11 NlIMIIBH,
1997-00258
Item
Number
Description
AMOUNT
A. FUNERAL EXPENSES :,
1.
PARTHEMORE FUNERAL HOME, 1303 BRIDGE STREET, NEW
CUMBERLAND, PA 17070:
FUNERAL SERVICES......,... . . . . . .. . . . . . .. . . . . . . . , . . .. ~
CASKET. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . .
CERTIFIED COPIES/DEATH CERTIFICATE, FLOWERS, APPAREL
OFFERING FOR CHURCH/CLERGy........... ..............
3,611.00
2,550.00
483.19
$
2.
ROLLING GREEN CEMETERY CO., 1811 CARLISLE ROAD, CAMP
HILL PA 17011; TOMBSTONE ENGRAVING.." .......,....... $
102.00
B. AP-MINISTRATIVE COSTS I
1. ATTORNEY FEES
RICCI & TANEFF
4219 DERRY STREET, HARRISBURG, PA 1711J.......,....... $
2. EXECUTOR FEES:
Daniel H. Wertz, 2067 Back Rd." Halifax, PA17032,
S,S.#184-38-1670; Linda Malehorni 403 Mountain View
Lane, Dauphin, PA 17018, S,S.#172.,36-0974.......",... $
3. PROBATE FEES:
CUMBERLAND COUNTY, REGISTER OF WILLS
- PROBATE AND IJETTERS. . . . . . . .. . . , . . . . . ,'. . . . . . . . . . ". .
- SHORT CERTIF'rCATES. , . . . . . . . . , . , .. . . , i. . . . . '. , . .. ; . .
- J.e.p. REGISTRATION FEE..........; .'"...... ,...,.,
- 6 SHORT CERTIFICATES........,.,.....,.....,.......;
- FINAL FILING FEES:
(a) ADDITIONAL PROBATE FEE"......".."'......'''.
(b) INHERITANCE TAX FILING FEE... . , . . . . .. , . . , , . . , .
(c) INVENTORY FILING FEE,..................,...<~..
4,500.00
6,'000.00
$ 124.00
$ 18.00
$ 5.00
$ 18.00
~ 85.00
15.00
$ 10.00
C. ~ EXPENSES:
1. DELIVERY FEES:
FEDERAL EXPRESS (RICCI & TANEFF).... .i...,........... $
2. NOTARY FEES (RICCI & TANEIo'F) , . . . . , . , \ , . . , . . . .. . . . . . " $
63.00
8.00
TOTAL (AI.o emor on Lllle 9. Recapl!IlIRllon) ., '. . . i. . . . .,. . . , . I $ 17, 592 . 19
\
M.l-:\',uIJ I'X t I' ~M \1Ot>lIJIIII"~
('()~tM(JNWLH HI oll'A INHHtllMKT l^~' III IUlIN, IIISIIJI'NI Ill't'l'llI NI
htlllcof:
Item
Number
SCHEDULE" I"
DEBTS OF DECEDENT
MORTGAGE LIABILITIES and LIENS
I ,__
MARTHA J. ZERBE
PILE NUMOIiH:
1997-00258
Description
UTI LIT U!lll
(a) UOI UTILITmS, INC., P.O. BOX 13009, READING, PA
19612-3009; ACCTH 218-187-3100-01................ $
(b) )3E1,L ATLANTIC-PA, P.O. BOX 280.00, LEHIGH VALLEY,
PA 18002-BOOO; ACCTII 7l'1-737-7812-189 39Y....... $
(c) PA AMERICAN WATER CO. ,8~2 WESl.EY DRIVE
MECHANICSBURG, PA 17055; ACCTH 660-10501200-004.. $
(d) PATRIOT NEWS CO., P.O. BOX 1437, HARRISBURG, PA
17105-1437; ACCTH 001114617.........,............ $
(e) CLOISTER SPRING WATER, P.O. BOX 3229, LANCASTER,
PA 17604-3229; ACCTH 140283-,00................... $
(f) PP&L, TWO NORTH NINTH ST., Al,LENTOWN, PA 18101;
AOCTII 521- 3 81 0 - 81 0 . . . . . . . . . . . . . . . . . . .. . . . . . . . . . .. $
(9) SUBURBAN CABLE, 4601 SMITH ST., HARRISBURG, PA
17109; ACCTH 0525591-01.......................... $
(h) AT&T CONSUMER LEASE, ACCTH 0811006168100......... $
2. CREDIT CARDS:
(a) B~K OF AMERICA, P.O. BOX 53132, PHOENIX, AZ
85072"3132; VISA ACCTH 4024-0807-1314-5346.,.....
(b) MELLON BANK, CREDIT CARD DEPT., 1',0. BOX 15396,
WILMINGTON, DE 19886"0814; MC/VISA ACCTH
5256-0110-1128-7338....,........,....,...,...... .
(c) DISCOVER CARD, GREENWOOD TRUST CO., 1'.0" BOX 6013
DOVER, DE 19903-6013; ACCTH 6011002688523570.....
1,
3.
TAX~
(a) 1997 PERSONAL TAX, PAID TO MARY ANNE PRIOR,
TREASURER, LOWER ALLEN TOWNSHIP, CUMBERLAND
C,OUNTY I .PA, , , . , , , . . , , , , . . . '. . , , ,', . . , I , , . , , . '_' . . , .. $
4, Mli!CELLANEOlJS EXPENSES:
(A) ERIE INSURANCE GROUP, 100 ERIE INS. PL., ERIE
PA 16530; POLICYH Q042302362H; AUTO INSURANCE
PREMIUM "'" I , , , . . , . , , , , . , . . . , , . . ,', I ',' . , . , . , . . . .. $
(b) ELMER I. LAHR, 280 EAST HIGH ST, MIDDLETOWN,
PA 17057; PAYMENT FOR LANDSCAPE SERVICES IN 1997. $
(c) DAILY'S FLOORING SVC, 6000 HUNTINGDON CIRCLE,
HARRISBURG PA 17111; FINAL BILL FLOOR REPAIRS FOR
1824 CHATHAM DR. PROPERTy........................ $
(d) DANIEL WERTZ, 2067 BACK RD., HALIFAX, pA 17032;
REIMBURSEMENT FOR HIS PERSONAL ITEMS WHICH WERE
'SO'LD AT AUCT'ION. , . , , . . , , , , . , , . , , , , . , , , . , . , , . , . , .' $
(e) LINDA MALEHORN, 403 MOUNTAIN VIEW LN, DAUPHIN PA,
REIMBURSEMENT FOR AUTOMOBILE REPAIRS, DRAPERY FOR
1824 CHA'I'HAM DR, PROPERTy.,.......,............. $
(f) LINDA WERTZ, 2067 BACK ROAD, HALIFAX pA 17032
REIMBURSEMENT & FEES FOR LABOR AND CI,EANING
SUPPLIES FOR 1824 CHATHAM DR. PROPERTY ......... $
TOTAL (AI~n cl1lcr on Lint.! 10, KCI,;/lrilulmilllll , . . , . , " ,."" I $
AMOUNT
503.23
154,05
18.26
10.90
7.90
40,03
120.08
38.92
$ 697,88
$ 958.50
$ 1., 66 9 . 69
1LOO
26.00
,2,247.00
100,00
22.00
110.27
1,098.72
7,834. '13
lAW OfflCliS Of
" EPIIIlN J. 1I0G(;
! E, I.OUTHER STliEEI
,~ARLlSLE, PA 1'1013
ACKNOWl,EllGMENT
,COllllllOHlI4;lalth of l'ellllylvania
ue
COllnl:y of ClIllIbel'l and
I, MAR'l'IIA .1. <lEHBE, lhe ltletatl'ix, whose name is
liI.luned to the attaulled Ol' (01'6\jO!lIg instrument, having
bee II duly qual! f i ed I.looording Lo ] aw, do hereby
acl\lloul edge that I signed and l;)(eouted the instrument as
my '1l.Itll Will / tllClt J signed Jl ,dllingly and as my free
and vo IUlltal y aol 1'01. the pllll'''''oiltl therein expressed.
, I' !'
j,,(Mijk"::j~' ;{z;::E~iili~~ e
S\lo1'n to 01' affirmed and twlmowledged before me by
Ml\I~'I'IlA J. zU:RaE, thtl testa \:t' iJe, t:ld.fj. ,JJ, J1 day of
I 199 :' 1:u/' /' ,'/
L .L', I \! ,~,~, , _:, . , .;~ ... ';,,', / /
./ " , F ,( ," 1,/ I
,,' , 'L" ,\' , /' 'f' ,~,
, 1" 1:,'",..1, .,,' ! II 0 b,p, PllbV /A~, ey
\ .Jl,.~I"11 l.Il..'''~' 1'1.,.'1, I ":,,, \ 7 ":t'.
',(IiH.\UllJ..rd 1::~IIIL'i1,I_~J\ ""'I~I\, r ,//.."
..I~\~ ~(:'~;r~:~'''.b~~';:" ,h", ,'," An'l pA V 1'1' ,I "
~~.'~);H. r \.1"'I.:lyt."J;~1 11..'1.1 :~j'/'~: ,,I U"WI""
ClllIIlIIOlll/ealtl1 of Pennsylvan,l a
so;
COIIllLy of Cllmbel') anti
He, ~jt.&iLLL_/J~J')a_t!':~., alHi_,A\..Ar~.C, Allr'k'H r
thtl wItnesses whose names are Iodgned to the attached or
foregoing instrument, being duly gualifi.ed according to
law, dCI depose and say tha L lie 1,6re present and saw the
testdtdl( s,I'ln and 6)(eeute tile ,Instrument as her last
wi 11; that, t.he testi~tdx s iyntld 1,111 ing1y i\nd exeouted it
as her free and voluntary a()t tOl" the purposes therein
expl'sssed / that each subser ibill'1 witness in the hearing
and sight of. the te!>tatrlx signed the Will as a wit.n'ess I
and that ~o the best of our knowledge the testatrix was
at that time 18 Or more years of age, of sound mind and
undel' 110 GOl1strai nt or undue ill fJ uenee.
'-..1..' LL I l 'I'!: {~~1.: "'<.. ((l;' (1 ~1-(:Ln~~!.6~~<_-
UIlllt'll 10 Ol' df l' j l"Ined awl WljlJ",bri bed to be~ore me by
Iii I llubS..,!> , I hij,j ~1.!::~ dC:lY of. ' :t.uu..:l.J.4_r_' 199~.
"..// ,/ I
!,/~, ," \)-/1
, / V ( I ' '('II.
I (, \ "I
N6~a~ l-'publ c/~ ~ney
/
, ,II"
" \~ ", I! " I' 'I, I
I ,~!ljud.l- , I I I" I /I, ,
l",~':~,\:~:I~~~~~:I:J"II.l ~I:'jl' .h,p, I:
'I' II, ~'i,I'~-lrl ,'(,tilt.!';,!.' ~ 1l1.1"""~,, "I' ;,
--
(C (Q) Ir::-')'
EXECUTOR'S DEED
THIS INDENTURE,made Ihe -ib~} day onune, 199'/,
DI:1WEENI lJINDA MAIJEIIORN and DANIEl, W!l:R'j'Z ,Co- Executors of the L,ast
Wi 11 and Testament of MARTIIA J, WIDE, late of Camp IIi 11,
cumberl and County, Penney] vani a, Grantor / Part ies of the
F.lret Part,
1--------.---------.--1
Cumberland County Tax Parcel II
13.23.0547.1121
1 _________,_,______,____,____,____J
,AND,
FRANK A. MAGARO, III, of rJi]] sblll'.] , I 'tJlII1syl vania, Grantee, Party
of the Second Part.
WITNESS, 'Olallhe aahl plII'lles of 1111' I'lrsl pari, by VhlllU III Ihc 1'"11" IIl1d 1I111hmlty glvcllln and by slIld La~t Will
and Teslament, and In consideration 01 the alllll 01:
SIXTY,FOllR THOUSAND and 001100, - , , ,- ($ 64,000.00) Dollars,
lawful money ollhe Unlled Slales 01 America, well aud Indy paid by Ihc said Parly of Ibe Second pllrt 10 Ihe said
Parties of lhe First pari, at and bell,re the scaling and delivery of thesc presenls, Ihe receipt whereof Is hereby
acknowledged, have grantcd, bargaincd, sold, 1I11encd, cnfcoffed, releasud, conveyed and confirmed and by these
presenls does granl, bargain, sell, 1Il1uo, enfeoff, relellse, cOllvey 111111 ""l1firlll IInlo the said 1'1I1'1y of Ihe Second pari
his heirs and assigns,
ALL, THAT CERTAIN tract or parcel of land situate In Lower Allen Township, County of Cumberland,
Commonwealth of Pennsylvania, more paltlcularly bounded and delUlbed according to a sUlVey of D. 1',
Raffensperger, Registered SUlVeyor, dated June 7, 1957, as follows I
BEGINNING at a point on the NOllherly side of Chatham Drive, eight
hundred "fleen and nfly-one one-hundredths (815.51) fect Well
of the NOl1hwest corncr of the Intersection of Chatham Olive and
South 18th S1Iect, also being at the dividing line betweeul.ots Nos_
13 and 1 'I, Section" A" on the hereinafter menlloned Plan 0"\'011;
thence Weslwardly along the Northern line of Chatham Drive, beln"
an arc or curve to the right having a radius of nfly-nve (55)
feet, IWenly and twenty-nine one.hundredths (20,29) feel 10 a
polnti thence contlnulog westwardly along same being an arc or nu ve
to the left having a radius of one hundred nfty-nve (1 55) fe~t,
fOI1y,nve (45) feet to a point at the dividing line belweenl.olS
Nos. 14 and 15, Section" A" on said Plan; thence Northwardly alon8
said dividing line one hundred Seventy-scven and elghtY-lhree one'
hundredlhs (177,83) feel to a point at the SOllthern right of way
line of Readlnll Railroad Company; thence Northeastwardly aloug s.uue
ninety (90) feet 10 a point at the dividing line betweenl.ots Nos,
13 and 1 'I, Section" A" on said Plan; thence SOlllhwiudly alllnllSJllle
two hundred slMteen and SIM one-hundre(llill (216.06) "cello a poilll
the Place of BEGINNING,
BEING lot No, 1 'I, Secllon "A" on Plan No, 'I of IIlghland Eltates, said Plan recorded In Plan Book 'I, Page
79, Cumberland County records.
HAVING thereon erected a one-story stucco dwelling house knowu and numbered as 1824 Chatham Drive,
Camp Hili, Pennsylvania.
15-);; f / /
BUREAU Of INDIVIDUAL TAMfS
IHRtTANCf TAl( DIYIS10M
DEPT. Zft06D 1
HARRiSBURG! rtA 1712a~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INltERITANCE TAM
APPRAISEHENT, ALLOWANCE OR OISAl.LOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
06-14-1999
ZERAE
03-09-1997
21 97-0258
CUMBERl.AND
101
E:~:=~O=~~~Wl ~~:_ l
MAKE CHECK PAYABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERl.AND CO COURT HOUSE
CARLISl.E, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is{j'j-iir-AFP-iiiij:97Y"NOYicE"oF-'fNHER-iTilNCE-i'iiin:ppiiiiiiiEHEN'r,--Ai.iO'wilNcriiii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARTHA J FILE NO. 21 97"0258 ACN 101
DATE
ESTATE OF
DA TE OF DEA "H
FILE NUMBER
COUN'fY
ACN
0.1
PAUL TANEFF ESQ
RICCI II TANEFF
4219 DERRY ST (,i
r'
HBG \ .I i PA
17111
ESTATE OF ZERBE
TAM RETURN WAS I I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I, Ro.l E.t.t. ISohedul. AI
2, Stocku and Bonds (Soh.dul_ 8)
3, Clc..ly Held stock/P.rtnarahip Interest (Schedule e)
ft. Hortgages/Notes R.oeJ.vabltt (Sch.dul. D)
5. Cash/Bank DepDRit~/"isc. Personal Property (Schedule EJ
6. Jointly Owned Proporty (Soh.dul. F)
7. lrensfer. (Sohedul. G)
8. Tot..1 A...t.
I ) CHANGED
11)
121_
(3)
(4)
IS)
(6)
(7)
63 "lli..2L
.00
. 00
.00
10.405.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer81 Ex~n.../AdM. Costs/Hisc. EXpenSDQ (Sohedule H)
10. Debt./Hortgoge Llobllltlos/Llono ISnhodul. I)
11. Total Deductions
12. Net Value of Tax ft.t""n
15. Churlt.ble/Govern..nt.l Bequests; Non~.l.ot.d 9113 Trusts (Schedule 4)
14. Net V.lua of est.t. Subjeot to Tax
If an assessment was issued previOUSlY, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ill returns assllsBed to date,
ASSESSMENT OF TAX:
UL AlItOu,.rt of Lina l(t at Spaus..l rat.
16. AMount of Line 14 taxable at Lin..I/Class A rat.
17. A~unt of line 14 tnxabl. at Coll.t.ral/Class Brat.
18. Principal Tax 0\.
TAX CREDITS:
---.
PAYHENT
DATE
03-16-1999
NOTE:
RECEIPT
NlIIISER
AA354601
DISCOUNT 1+)
INTEREST/PEN PAID 1-)
793.33-
(9)
110)
17,592.19
7.834.43
(11)
(12)
(13)
(14)
(151 .OOK'OO.
(16) .00 M .06,
117)__~8,192.9~ K .15.
(18)
AHOUNT PAID
-- 8,022.~
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-17-1999 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
-,
l/
.
In-liHU At, CIt.'1l
MARTHA
J
DATE 06-14-1999
NOTE I To insure proper
or.dB to your aooount I
subMit the upper porUon
of this for_ with your
tax paYIHIflt.
73,619.57
? 5 . 426 ..6Z...
48,192.95
.00
48,192. 9~
will
.00
.00
7,228.94
7,228.94
1,228.94
.00
1.77
1.77
H TOTAL DUE IS l.ESS THAN U, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YDU HAY SE DUE
A REFUND. SEE REVfRSE SIDE OF THIS FORlt FOR INSTRUCTIONS.)
RESERVATIQHI E.t.t., of dlG.dlnt. dYl~on or blfor. ~r 12, 1982 -- If ~y futur. lnt.r..t I" the ..t.t. I. trJn,f.rrtd
In po.....lon or ~jo!fMf1t to el... I (ooU,t.rIU btMfl01,rl'u of the dtoedtnt Ift.r tha'll(plrlUon of *,y ..t.t.' for
11f. or for ~I.r', the e~I.Jth hlrtbY.~r,"ly r..arv.. the rllht to IPprll.. aod I'S'" trlO.f.r InhlrlttnC. TIM"
lit the IlNful ClI.. I (ooUattlrlll r.te on INW such futurA lnttrllt.
PURPOSE OF
NOTICE I To fulfill thl r.quJr..-ntt of Sectioll 2140 of the Inherit.noe and [.tlte 11M Aot, Aot 21 of 1995. (12 fI.S.
SlCltlun '140)'
PAV~HTI Doteoh the top portion of thi. Hotiol end sub.lt ~Ith your pIY.lnt to tho RQg!.t.r of Nilll printed on the rever.. .Ide.
--Mak. cMdl; or ItOOeY order pIyabl. tOl REGISTER OF MILLS, AGENT
REFUND (CR)1 A r.fund of I tlM credit, whloh ..u not requ..t.d on tho TaM R.turn, ""y be r.qt.Hllt.d by oDllpI.tJna en "Appl1olUon
for Refund of Penn~Y1vanla Inh.rltnno. and Estate TaM" (REY-1313). Application. Ir. avalllbl. at the Offlo.
of the R.oltt.r of WIUI, eny of the 23 R.venue Dhtrlct Offiotl., or by oaUlng the .peolat 24-hour
Ilnl...rlne .ervl01 nlMber. for forll ol'derlngl In PIDnnsY1vanla 1-800-362-2050, ouhid. P~.yl"anl. end
within 10011 Harrllburg .r~. (717) 787-8094, TDDI (117) 772-2%52 (He.rlng I~alr.d Only).
OBJECTlONSl Any p.dy in Inte,.e.t not .at1lfitd with the apprahOMnt, allo.,an08 or dlllaUowlflO8 of deduatlon'" or 1I.......nt
of t.1( (inoludlng dl.oount or lnt.r..t) a. .hown on thl. Hotloe .ust objeot .,Ithin .ll(ty (60) dayS of rec.lpt of
thlt Notlo. bYI
--NrlttlHl protest to tho PA Depart..nt of Rev.nue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--fllectlon to haVI the .atter detlr.lllld at audit of the aOClount of the p.r'onIIll r.pr...ntat,lve, OR
--.,p.al to the Orpt.enl' Court.
ADttIN
lSTRATIVE
CORRECTIONS I
Fectu,l Irror. diloovered on this Il...ss..nt .hould b. addralled in writing tOI PA o.plrteent of Revenut,
Bureau of Individual T'Mes, ATTNl Post AI8.sa8.nt Review Unit, Dept, 280601, Harri.burG, PA 17128-0601
Phone (7171 787w6505. Sam page 5 of the booklet "In.tructions for I~rlteno. T8M Return for a Relldlnt
Decedent" (REV~lSOI ) for flfl eMplanatlon of achllnhtr.U"eb aorrtctabl. .rror..
DI!<<:OUNTI
If toy t8M ~ Is paid within thra. (]) calandar .onths after the deaedtnt'. death, . flvl parcent (SXl dllcount of
the tax paid Is .Uowed.
PENAL TV,
The 151: tllM MlOIIsty non-partiolpation penalty Is cOllputld on the tot.l of the 111< and interllt ......M!, IIlCt not
paid before January 18, 1996, the flr,t day after the IDnd of the tOM ..natty periOd. Thi. non-participation
pena11y I. appaalabl. In t~ ...0 .annar and In thlD the .... ti.e periOd .~ you would tppe.1 the tlM tnd In1.r'lt
thlt ha. bean aU'lIIad u Indica tad M thh notloa.
INTEREST I
Intlr.at It charged beginning Nlth flr.t day of delinquency, or nllll (9) eonthll "nd 008 (1) day frO'l tm. date of
dtath, to the dati of pav..nt. TIIMU which bac... d8l1nqu.nt bafore Janulry 1, 1982 bear lnter..t It the r.'te of
.1M <6X) ~roant per a~ oalculated at a dally r8te of .000164. All t.M.' which bee... delinquent on end after
J/lnUary I, 1982 will bear lnterlD.t at a rate ",hloh wUI yary frOll oaltnd8r y..r to oal.oo.r year wJth thtt rat.
announoetl by the PA Depat't..nt 0' neV9mHiIo Th. applloable Interest r.te. for 1982 through 1999 .rtl
'f..!!! 1nt."est R.te D.lly Jnt.rut Faotor i:!!! Intlr..t R.t. n.Jh Int.rut FltOtor
1.82 to% .00051\8 l'811~I'WI llX .000301
1983 16% .00043& 1992 9% .000247
19114 11% .000101 1993-1~ 7~ .000192
19ft5 15% .0003S6 1995~199a 9% .000247
.9116 lOX .000214 1999 7i: .000197.
1987 9X .000247
--Jnt."..t 11 oalculllhtd a. fol1ow'l
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~~Any Notlco h.1JId aft.r the tU>l bltJOIIU cNtllnquent will rlDfllDot an Int.rut oalculaUon tD fHt..n <1S) day,
btyond the data of the l1..e....nt. If payaent 18 .ade .fter thfl Inter.st COllPut.Ucm d.te sho"," on the
HoUoCl, additional Jnhre.t ..u.t be oah.lul.t.<t,
PAYItEIIT,
DltJOh the top portion of ttlh NoUOI end ..U wUh vour P8YHtlt IIIMM P.vabl' to the 'n... end Ilddr.",
prJnttd on ~ r'~'~" .ide.
If IlEIIDI!WT Il'lCl!Ll!IIT HIl. ohaGk or ....., .rdor p.'lIbl. to, REGISTER OF WILLS, AGENT.
If WOH-REllIlElIT 1IECl!IIEHT HIl. ohook or ....., ordor p.,ObI. to, CDltltCll4WEAL TH OF PENNSYLVANIA.
REFlIfO (CA)I A refund of . tll< credit, wtdoh WI. not rt..,ttd on the 'I)C ~.turn, ..y ~ ,.aqcJ..t.ct by C1011PleUng In
"App!loa'lon for R.fund of P,nn'Vlvanlt InherJttnol end E.t.t, rex" (REY-151~), Applioatione try 'Y'Jl~l. .t
the'OfficI of thl RIGI,t.,. of Willi, Iny of the 21 RqytnUa D1.trlot Off10.. or fr~ the ~rt-.nt'. 24-hour
"'Wlrlng ..rulel ~r. for forI' orderlnal In Penn'vlvante l-aOO-562-2050, out,ide PennlYlvlni,
--.t within loollll.rrhburg .,'.. (117) 787-8094, TDDI (117) 772-2252 C....rlno IIP,lred onlY),
REPLV TOI
OUt.tlon. regarding .rror. cont.lntd on thl, notlo. .hould be .ddr....d tOI PA o.Plrt..nt of RtVInUl, lur..u
of Individual TII<", ATTNI POlt A.......nt ReviaN Unit, Dept. 280601, Harri.burg, PA .7A2A-0601, phone
(717) 7A7w65oS.
DISCOUNTl
If ~~ tll)( dull Jt p.id Nithin 'thr.. (]) o.llnder ItOnth. after the dctoadent'. d.flth, . flve perGent (SiD dhoount
of the hJC Plid is allowed.
PENAL TV,
The lSX tlX etnt.ty non-plrtiolpatlon p.n.lt~ 1. oOwPUted on the total of the teH and lntere.t a.....-d, tnd not
paid befora January 18, 1996, tn. fir.t d.~ .ft.r the MOd of tn. tax -.n..ty period.
INTEREST I
Int'r.~t I_ oharlld beginning with fJr.t day of dellnque~Y, or nine (9) IOOth. and on. (ll da~ fr~ the date of
~.th, to the data of p.~t. Taxa. Mhlch bea... delinquent b~fora J~ry 1, 1982 bear lnt.rlit at the rat. of
.IH (6X) p.rotnt f~r ~ calout_tad It a daily rIte of .000164. All taM" Mhich beoa.e delinquent on and .ftar
JMUary I, 1,.2 will bear Inter..t at a rate whloh ",Ill vary frOll oatMlder yelr to oal.,nder y..r Nlth thlt rat..
InnOUnOld by thl Pi o.partnent of Rev.nue. Th. applloabl. Int.relt rIte. for 19&2 through 1999 erel
Yor Inter..t R.te DailY Intere.t faotor V.ar lnt-r..t Rata Dally Int.r..t Factor
1012 20X .0005411 1988w199l IIX .000501
IOU 16X .0004'" 1992 9% .000247
1M4 m .000301 1993-1994 7X .000192
un I3X .00055<1 1995-1998 9% .000247
1986 lOX .000274 1999 7% .000192
1917 oX .OOOZ41
nlnt.r..t it allo\llatMl .. follON'1
INTBRBBT . BALANCE OF TAX UNPAI~ X NUNBER OF DAYS DELINqUENT X DAILY INTBREST FACTOR
~-Any Hotlo. 1..UId after the tlM beC0841 delinquent will reflect an Intere.t o.loulatlon to flft..n (l~l dlys
tMyond the d.t. of the .n.....nt. If fJ'YHnt Is .etkt after the lnter..t oOllputnt1on deb ItloNn on ttM
Motloe, additional intera.t .ust be c.lcul_ted.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAMES
INHfRIlAHCt 'AM DI~IGION
PEPT. 1'8061,1)
tt4fUHSIIJRO, PA 111i!fHI6nl
NOTICE OF INIIURITANCE lAM
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAM
06-14-1999
ZERBE
03-09-1997
21 97"0258
CUMBERLAND
101
l-----AOOunt R';;iTtj,d--J
'='_-L",=,--:==':'=_===~
~~-_.._.~_._..__.-~_._--
MAKE OHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CUT ALONG THIS LINE ~ RETAIM LOWER PORTION FOR YOUR RECORDS ~
REV = i5ij'j-i!jf"AFii-io9'=97Y"NoYicE--O;:-YNHEifiUiicE - YAir APpjiiiisEHENr;- Ai.'i.OWANcE-OIi'- - -----...... -........ --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARTHA "I FILE NO. 21 97-0258 ACN 101
DATE
ESTATE OF
DATE OF DEAnl
FILE NUMBER
COUNTY
ACN
If an asseSSMent was is sURd previously. lines 14. 15 end/or 16. 17 end 18
reflect figures thet include the totel of ~ returns essessed to date.
ASS!SSMENY DF TAX:
15. AltOunt 01 LJno 14 ot Spou..l rat. US)
16. AltOunt 01 lJM 14 tllxI,hh .t lin..l/Cl... A rat. (16)
17, .....ount of Line 14 tax_ble .t Coll.t.rll,l/Class 8 rat. (17)
1&. Principal TII)( Due
PAUL TANEFF ESQ
RICCI . TANEFF
4219 DERRV ST
HBG
~ ii
PA 17.l<.H
ESTATE OF ZERBE
TAM RETURN HAS, (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE'INTEREST : SEE REVERSE
APPRAISED VALUE OF RETURN BASED GN: ORIGINAl RETURN
1. R..I ~.t.t. (Schedul. Al
2. stocks land 80nds (Sch.dul. 8)
3. C!os.ly Keld stock/Partner.hip Inter8.t (Schedule C)
4. "ortgeu-./Notfts Reoeivable (Schedule D)
S. Cash/lanI<: Daposits/Hiao. Peraon.l Property (Schedule III
6. Jolntl~ Owned Prop.rty ISchedul. FI
7. Tr~afera (Sch.dul. Gl
8. Total Alla..ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. F"'IMr-.l e~pana../AdII. Coats/Hi.c. EKpenses (Schedule H)
10. Debts/Kortu...- U_bUities/Uenu (Schedule II
11. Tot.l IIeduotlon.
12. N8t V.lue of Tex Return
15. Charit.bl./QovernMant.1 eequectlJ Non~.lected 9115 Tru.t.
l~, Met V.l"" cf E.bb Subj.ut to To>
NOTE:
TAX CREDITS!
-.--
PAYHENT
DATE
03-16-1999
RECEIPT
NUHBER
AA354601
DISCOUNT (tl
INTEREST/PEN PAID (-)
793.33-
--
BALANCE OF UNPAID INTEREST/PENAllY AS OF 03-17-1999
. IF PAID AFTER DATE INDICATED, SEE REV~RSE
FOR CALCULATION OF ADDITIDHAL INTEREST.
) CHANGED
(1)
(Po).
(3)
I~)
(6)
(61
(7)
il...ll'!...2l.
,DO
.00
,DO
10.405,00
,00,
,00
(81
*
u
191
(101
17,592,19
7.834,43
Ill)
1121
113J
1l~1
IIY,lut U Ar~ Ut'tIl
MARTHA
J
(SClhedule J)
.00 M .00=
.00, M ,06=
48,192.95 K .15=
(lSI
AHOUHT PAID
8,022.27
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
'TOTAL DUE
DATE 06-14-1999
HOTEl To inaure prup.r
oredit to 'your aooount,
subMit the upper portion
of thh forM with Y<U"lr
ta)( p.yunt.
73.619.57
~~ .4;>6 6~
48,192,95
,00
48,192,95
will
,00
,00
7,220,94
7,228,94
7,228.94
.00
----.
1.7'1
1.77
I IF TOTAL DUE IS LESS THAI. U, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY SE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION' E.t.t.. of docOdont. dying on Dr b.for. D.c....' I', 1'.' -- If ony futuro l.t.,... In tn. ..t.t. I. ,ron.f.rrod
I. .o.....lon Dr ..10,...,' .. Cl... . (coll.t.r.ll """.flol.rI.. of .he d.c.dO.' .ft.r the ...II,.Uon of OnY ...... for
W. 0' fO".'''' ,h. Co..onw..lIh he(.by ...r...IY ,.mY.' the rI.h. '0 ....,.". .nd ...... .,on.f., Il\h.rll'''. Tox"
!It the lawful Cla.s B (collatural) rat. on any such future intere.t.
PURPOSE Of
NOTlCEl
To fu1f1l1 t~ require..ots of S.othm 2140 of the Inhodtance and Estate TfI)( Aot, Aot 11 of 1995. (71. P.S.
SeoUon 9140).
tko'''h .h. 'op porUo. of 'hl, "otl,. .nd .ub.1t wllh you, p.y..n' '0 .h. ...10." of will. pd.to" D. ,he r.YO". .11".
ouJ1ake check or .oney order PflYlilIblfl tOl RECaSTER OF MILLS, AGENT
PAVHEHT I
REfUND {CR)I
A refund of 8 tax cnadlt, which was not fOqU85tod on the Tax Return. .8).1 b9 request"d bY cOllp18t1ng 8n "AppliolllUon
for ft.fund of PannsyIVania InhedtBnco and E!ltuto '8X" (REVw13U). APpll.caUons ore 8val1abh, at the Office
of the Register of Wills, any of thlJ 2.~ Rovonuo D.\strlot offices, 01' by callin\l the speclfll 24-hour
~swerlng ftervioe nu.Uers for for.s orderIng: In ponnsYlvanio 1-800-362-2050, outsido PennsylvanIa and
within local Harrisburg Ilr88 (717) 787-.&09(1, TOD* ((17) 772";:252 Olotlring IlIptlllred Only).
An~ party \n Interest not satisfied with t~ uppraiso.ont, ollowanco or disallowance of deductlonl, or assess.ent
of tex (inoludlng disoount or interest) 1111 ~hown on this Hotico !lust ohjlolot within s1xty (60) days of 1'Q(l8ipt of
this NoHc8 bYI
--w,It'.. p,o...t to the PA ..p.,'..nt of R.Y'.U', Ro.,d of ApP..ls, ..pt. "1021, ".rrhbur" PA 11128-1"1, OR
--elecHon to have the .flttor dotiirllinlold BIt lIudlt of thfl ac:count of tho porsoolll reprerentntlva, OR
--ewe"l to the Orphan.' COllrt.
OBJECTIONS 1
AutUN
lSTRATIVE
CMRECTlOHS I
Factual errors dhcoverfld on 'this flSU9s_ent should bo llddrflued in writing ~o~ PA [)opllrt..nt of RevanufI,
BureaU of Individual Taxes, ATTNl Post AnUSllont RlIv,lew U:l1t, O"pt. 280bOl, tlarrilburo, PA. 17128-0601
PhOne {717> 787-6505. S88 pallO 5 of the booklRt "Instructions for InherlhmcG Tax Return for & Resident
Docedent" (!(iV-150}) for .n el(plan~Uon of fld,linistmtil/olll oorre(ltab18 errors.
If anY tllX due 11 paid withIn three (3) calender llIonths after ttm decfildent's death, 8 five pflrcont (SiO tlhcount of
thG tex paId Is allowed.
The 15;': tax tIIIMSty llOn-pa,'U(lipllltlon penalty is cOllputed Oil the 'tohl of the htx ond Inhll'8st f1118S!ed, and not
paid be'fore .ht"uar~ 16, 199(., the flrst day afhr thO end of the tax allnush period. This non-part101paUon
p...lIY h .....'.hlo In .h. .... ....., ond I. the .h. .... tI.. p.dod .. you wou'd DPp..1 .he .., ..d In..,..t
that hIllS been aueued as IncUc8hd on thls noHc8.
Intur'est is chllrDAd beDinning with first day of dllllnqu8noy, or nioa (9) .onths and one (1) day frOll the date of
d&lath, to thV date of pel~Hnt, Te)f.us which b.c!l.~ delinquent before .J8llUftrY I, 19&2 buar interest at the rab of
.ll< (6iD percent per annuli Cal(llllated at ft dal.lY (ato of .000164. "11 texlils which bftONlO dqollnqUflnt on and after
January 1, 1932 will bellI' interest et fI roto ",hich will varY fl'OIl OfllemKlr ~e8r to calendar year with that rtlte
announced b~ the PA Depart..nt of R~venuo. Tho applicable interest rates for 1982 through 1999 arel
'!!!r Intere.t Rate DallY Interost Factor :!!!!r Interest Rat! Dai1'>' Interest Fector
--
1982 ZOi: .000548 19&8-1991 11% .000301
1983 16:': .0004;\" 1992 9% ,000247
1984 11;': .000301 1993-1994 7% .000192
1985 ny. .000356 199~-1996 9% .000247
1986 lOX .000274 1999 7% .000192
1987 9% .0001.47
--Inti.lrust ill calqulated as follows:
INTEREST = 8ALANCE OF TAX UNPAID X NUHDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the hx hCtClo.es dQl1nquAnt .,Hl I'efloct fin interest calculation tu fifteen (1S) da~s
bflyond the dah of the .u.....nt. If plty.tlnt hi .ade aHnr tho lnterllsl co.putatlon dfltu shown on the
NoUe., additlOllal interest Wlt be oftlculBted.
DISCOUHT I
PENAL TV I
INTEREST I