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COMMONWeALTH 0" PflNH8VLVANlA . OePARrMIINl OF HEALTH' VITAL AIOORD8
CERTifiCATE OF DEATH
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LAST WILL AND TESTAMENT OF LOREN C. RI~ER
I, LOREN C. RIDER, of the Borough of Mechanlcsburg, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do make, publish and declare this
my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at
any time heretofoTe made,
1,
I direct the payment of all my Just debts and funeral expenses as soon after my decease as
the same can conveniently be done.
2,
The gift to my spouse In this Item Is Intended to give my estate the marital deduction
effective under the Internal Revenue Code to reduce Federal estate tax, Any provisions In this
Will which conflict with or fail of this Intention shall be so reconciled or amp',lfled as to
accomplish this objective,
If my spouse. CATHERINE M, RIDER, survives me, I give and bequeath to her an amount
free of all taxes equal to the maximum marital deduction allowable to my estate for Federal
estate tax purposes, reduced by an amount, If any, needed to Increase my taxable estate to the
largest amount that after allowing for the unified credit and any other credits available to my
estate, will result In no Federal estate tax,
3.
All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situate, I give, devise and bequeath unto CATHERINE M. RIDER. JO ANN
PAULUS, and JAYNE KELLY-EVANS, Co-Trustees (In the event any of my above-named Co.
Trustees are unwl~IIZ~./~nable to act, then I appoint my granddaughter, CYNTHIA JO
UMBERGER, to act In.\lhell' place and stead) for the following purposes:
A. To pay the net Income derived from this Trust Estate to my wife, CATHERINE M,
RIDER, for and during her natural life, In the event that my wife should exhaust her (lWn assets,
JO ANN PAULUS and JAYNE KELLY.EVANS, Trustees as aforesaid, shall have the sole
discretionary authority to determine to use and consume so much of the principal of this Trust
~_ /~09tober 4, 1996
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Estate as may be neoessary for her oomfortable support and malntenanoe, Inoludlng mlldloal,
surgloal and hospital or other Institutional oare,
B. Upon the death of my wife, I dlreot the surviving Trustees to distribute the
remaining principal and accrued Income of this Trust Estate between my two daughters, JO ANN
PAULUS and JAYNEKELLY.EVANS, In equal shares, If either of my daughtars shall have died
prior to receiving her share In said Trust Estate, the same shall then be held In Trust by the
surviving Trustee for the Issue of such deceased daughter, If any, until such Issue attains the age
of twenty. one (21) years, except, however, that the said Trustee shall have authority to apply
such portion of the principal of the share of suoh Issue for his or her education as may be
necessary for this purpose, If either of my daughters shall die without Issue before receiving
her share aforesaid In full, then such share, or the remaining balance thereof, shall be added 10
the share of tho other.
4.
I dlreot that the Interests of all beneflolarles In the Trusts hereby created, whether in
the principal or Inoome thereof, shall be free from liability to attachment or other legal
process Issued at the Instance of any creditor or assignee of such beneficiary, and I direct that
no payment shall be Inade by way of anticipation of sums whloh may thereaf1eracorue to any
beneflolary.
5.
I hereby authorize, empower and dlreot my Trustee to sell at public or private sale or
sales and to convey any real estate which may become a part of the Trust Estate, and to give good
and sufficient Deed or Deeds for the same, They shall have sole discretionary authority In this
regard and shall not oell real estate at a sacrifice,
6.
If any of the beneficiaries of my Estate shall be minors or mentally Incompetent at the
time that a payment Is due such beneficiary, and such minor or beneficiary has no Guardian
appointed to see to the application of his or her Income, I authorize my Trustees to make needful
expenditures out of said Income for the proper maintenance of said beneficiary,
'fill
/ ..//,
'!.e.......... C. ) dlwf-,J
, ('
October 4, 1916
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1 JFORD^,~SOF DEATH^PTER 121'''Ot CHECK HERE
INHERITANCE TAX RETURN ~~~r:~~~~~~DIT IS CLAIMED L. J
RESIDENT DECEDENT 1'1lp.NUMIi!ATrf7j"f.'.('jiT''1l..----..--.
COMMONWEA1.n'O'PENNS"VAHIA (TO BE FILED IN DUPLICATE l . (, , '
[)ErlARIm~T2~1vENur: ~~ I ~j{) I (1~~'/j
H^'tRI,SU~Rci, PA tl\""""\ , __ W~:'_~~<3I_S.T_~~()"-"YI_I:L~_ ,,,9.vlUgJ?rl~_ ______.._~ll"-'L_ _____.tj"MOE1i
. NfaNAMfi {lAIn, r-IRAT, ANO MlflOU, INITIArr-~."-'--"---"-~~ 3 VlTTCif"F-iFili';'(iMfi!r:rr A[)flflimr---- - ------ ----.
RIDER, LOREN C. ,211 W. t':I,MWOOI> AVI';.
6OCI^lSflCURITYNUMRER ~(w()FAlIT'I--"OAii';;flllrillt ~ MI';('IIl\N1C~~HOHCi, PT\. j'/O'll)
204-01-7135 __JQJ._U 1 !9'!..1] i!Ol! \', '''"'l. CUMIlI':RLANI>
(I~ APPlICAAl.EjSURVIVlNO SpOUSf,'S NMl€i,tAST, FIRST ANII MloOifiHiTi~ 'P'()(,IM8Iri>>mY~ltIMfll H ~tru;cjIVf1f) (fifE. INSTRUCTIONS)
RIDER, ,CATHERINF; M. l)J!..~.:.Q.:i.::..'.J!2!}.~__-'__
[!g 1, Original Return [] 2, Bupplomonl.1 Rolurn [] 3, Remainder Return
(for dal.. 01 deelh prior 10 12.13.02)
[I 4, L1mKud Eot.lo [J [I 6, Fodoral Eolate Tax
Rltum Required
[!g 6, [] 7, L 8, Tolal Numbor 01 Sal. Oeposll Boxee
If,
N ME
CLARENCI~ E. ASBURY, CPA 415 FALI,OWFIEI.D RD
TElEPIIONE NUMoER -- 2ND jcLOOR
J717) 761-7910 CAMP Hr.LL, PA 17011
" Roal Eotole (Schedule A) ( 1)_ 'Q
2, Slockeand Bonds (Sohedule B) (2)___-.524.703
3 Closely Held Slock/Portnorohlp Inlereot (Schedule C) (:i)_._ 0
4, Mortgoge. end Noleo Receivable (Schedule 0) ( 4) 0
5, Ceoh, Bank Deposito & Mlscelleneoua Personal Prop.rty (6) 47 , 969
(Schedule E)
6, Jolnlly Owned Property (Schedule F)
7, Trenslera (SohedLlle G) (Sohedule L)
8, Total Groa. Aeaete (Iolel Llnee 1-7)
9, Funeral Expene.., Admlnletrollve Coala, Mlscellsnaoue (9)
Expense. (Schedule H)
10, Debts, Mortgsge L1abIlKlos, Liens (Schedule I)
11, Totsl Oeducllons (total Lines 9 & 10)
12, Nel Velue 01 Estele (Llno 8 minus Line 11)
13, CherKablo and Goyernmenlsl Beque.t. (Schedule J)
14, Net Valuo SubJecl to Tex (Line 12 minus Line 13)
16, Spou.al T,"nelere (lor dalea of desth ener 6.30.94)
Soe Instrucllons for Applicable Percentogo on Rovoreo
Sldo, (Include velues from Schedule K or Schedulo M,)
16, Amounl 01 Line 14 t..able et 6% reto
(Include volueo from Sohodule K or Sohedulo M,)
17, Amount 01 L1na 14 laxablo el15% rete
(Include values from Schedule K or Schedulo M,)
lB, Prlnolpallo. due (Add la. from Lines 16, 16 end 17,)
'19, Cradll. Spousel Poverty Credit Prior Peymenls OlscoLlnt
____..9 + ____l_'O./..Q_QO + ____
20, If Line 1 B Is oreater Ihon Line 16, enlor Iho dlfferenco on L1no 20, This Is Ihe OVERPAYMENT,
[!;IIKIl(;~tok~JfVou .re i~~!jing. rlhind ofyd'!!}'Vtr"'YI!'l<l;j,l
21, II Llno 1 B Ie greeterthsn Line 19, enler Ihe difference on Line 21. This la the TAX DUE,
A, Enter the interest on the balance due on Une 21 A
B, Enler Ihelolel of L1no 21 and 21A on L1no 2\ B, This:. Ihe BALANCE DUE,
Meke Check Payablo to: Register of Wills, Agont
( 6)
( 7)
5'72, 672
17,84~
(8)~_
(10)
15,151
,12, _995
539,_~12
(11)
(12)__
(13)
(14)
539,677
(16) _"
223,577 X,Q.,.
o
(18) .
316,100 x,06 .
18, ~~"
o
(17)
o X ,16 .
(16).
18,966
Inlereal
30,(J(~o.
11,034
(19)
(20)
(21)_____.._,,_____~_
(21A)___
(21B).________
;.. _-....:..J!'...t: .BE SU!!!U!:! ANSWER.~!:!:E.~,~!S!~~!:1~!l!ER8E sloe ANlL'ffi!l~C~MIITH.<>1lI <>1lI __,_
Under penanJes of perlury, I declare that I have examIned this retllrn, Including accompanying schedules and statements, and to the best of my knowledge and belief,
It Is true, correct and comr1ete, I deollue that all real estate ha,~ been repor1ed at true market value, DeclaraUon of preparer other than the porsonal representative Is
based on 811 Information 0 ",hlch preparer has any knowledge
>( STciN~TURr:or Pl: N RE'~pm'SJfIU; FOfl r:Il.::~.r}jr~~ ~~)~lRF:~~______._ ~Ail' do - s... 9 -~
NA .'Of'rREPflR!:R ,n[_RTII,W~f:SrNrATIV[ A/lWlrS'i ,,' ,(JATf, J ~tJ.~7
(-'I.~_~/.!.~l.'~ _' __.._~~~X.~!.Ll~lll..~J5_Ji.L~_~~~l..J.!2..UL~ _~j_.l~_
__r'-+---
"r1'1'1\420211 \
,
,
,
. REV.1M3'E!X + (4.&8)
COMMONINEAl THOF PENNSYlVANIA
INHERn'ANCe T,4,)( RE'tURN
RESIDENT DeCaOENT
SCHEDULES I
STOCKS AND ~
FILE NUMBER
1997-00273
EITATE OF
r,OREN C. RI DER
(All pro""rty jolnlly-owntd with Right olSurvlvorlhlp mUll be dll.lo"" on Sohtdull F.)
ITEM
NUMBER
1,
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
3'7
DESCRIPTION
25000 SHARES CD BANK SOUTH NA
15000 S~mRES CD BANK OF WACHOVIA
300 SHARES ALLIED IRISH BANKS PL
350 SHARES AI,LTEL CORP DEL
300 SHARES AMOCO CORP
400 SHARES BANKAMERICA CORP
901 SHARES CRIIMI MAE INC MD
400 SHARES ELF OVERSEAS LIMITEDD
400 SHARES FRONTIER CORP
13 SHARES DUFF & PHELPS UTILITIES
200 SHARES HEAWH CARE PPTY INVS
100 SHARES HERCULES INC
300 SHARES NB CAPITAL TRUST I
400 SHARES NATL WESTMINSTER BANK
350 SHARES NEW JERSEY RESOURCE
400 SHARES PHILLIPS 66 CAPITAL
400 SHARES MCI CAPITAL I SERIES
400 SHARES ONEOK INC
200 SHARES ROYAL BANK OF SCOTLAND
600 SHARES SHURGARD STORAGE: CTRS
400 SHARES SIMON DEBARTOLO GROUP
400 SHARES SANTANDER FINANCE 1TD,
200 SHARES TENNECO INC NEW
400 SHARES UTILICORP UTD INC DEL
500 SHARES NATIONAL PROPANE
500 SHARES YPF SCOIEDAD ANON ADR
5 SHARES ML MEDIA PAR1'NERS LP
5 SHARES ARVIDA/ JMB PARTNERS LP
5 SHARES ML LEE ACQUISITION FU
10 SHARES MUNICIPAL INVEST TRUST
30 SHARES MUNICIPAL INVEST TRUST
10276 SHARES SEl,ECT TEN 96B DOW
4906 SHARES SELECT TEN 96-3 DOW
6 SHARES MUNICIPAL INVEST TRUST
5 SHARES MUNICIPAL INVEST TRUST
1365 SHARES NUVEEN FLAGSHIP PA MU
116 SHARES NEW ECONOMY FUND SBI
TOTAl, FROM PAGE 2
TOTAL (Also enter on line 2, Recepltulatlon)
(If more spece Is needed, Insert addltionsl sheets of ssme size.)
VALUE AT DATE
OF DEATH
25,651
15,000
8,250
12,250
26,475
10,200
15,542
10,000
8,850
117
6,900
4,650
7,575
10, 750
10,500
10,250
10,200
11,150
5,325
17,625
12,750
9,250
8,025
10,800
10,125
13,562
2,625
2,130
1,235
10,740
31,752
12,125
5,985
4, ~33
3,297
13,909
2,059
142,941
$ 524,703
STF PA42021F: 4
, REV.lI~OeEX + (U.V21
L SCHEDULE C.2 J
PARTNERSHIP
INTE..REST ~EP~~,T
_ _" Pl.... Type or Print
ESTATE OF I~FIL,E NUMBER
LOREN C. RIDER 1997-00273
~- ~- ~~-
Iii I) IdWlIUI'Intoimlillo"mlllltblt,_llbml<<ec! wlth...tlll.!IlChlidllle: ........._....{ ,..,. "
A. Detelled deecrlpUon shcwlng the method of comput.llon utilized In the v.lu.llon of the d.c.dent's Interest.
B, Complete copl.s 01 fin.ncl.1 .tat.menls or compl.t. copl.s of the F.der.1 T.x Return. (Form 1065) lor the veer
of de.th .nd 4 pr.c.dlng yeers, Including. belence sh.et for the year 01 d.ath,
C, If tho Company own.d Reol Estat., furnish a list showing the complet. .ddr.se/.a and "tlmBt.d Fair Merk.t Valu./s, II
R..I Eet.t. Appr.lael. have ba.n ..cur.d, pl.... attach co pia.,
0, Any other Inform.Uon relallv. to the valu.tlon of the d.c.ct.nt'a Int.r.st.
COMMONWt1Al THOf PENNSYLVANIA
INHERrTANCETAX RElURN
R[!~I[)P.NT DEctmeNT
Addr....,
Fedaral I. D, Numb.r
(AB p.r Form 1065)
Date Bueln.ae Commancad __
1, Name of Partnenlhlp_..
Bualnaaa AcUvIty
2, Dacedant waa aD GenaralD Llm~.d partn.r, If dac.d.nt waa a IIm~.d partn.r, provld. Inltlallnvestm.nt $ .___'
3,
PARTNBR'S NAMBS
II OP INCOMB
II OP OWNERSHIP
SALARY
CA'~~'i:'l:~tNT
A,
e.
c.
D.
4, EsUmated Value of dacedent'a Interaat: $
5. Was the partn.rshlp Indebted to the dec.d.nt? 0 Vea 0 No
If vas, provld. amount of Ind.bt.dneaa $
6, Was th.r. 11f. Insuranc. payable to the partn.rahlp upon the death of the d.cedent? 0 Vea 0 No
II y.a, Coah Surr.nder Value: $ _____, N.t proc..da payabl.: $
Own.r of Policy:
7, Wes th.r. a wrltt.n partn.rshlp sgr..m.nt In .ff.ct .t the time of the dec.den!'e desth? 0 Ves 0 No
If yes, attach copy 01 agraement.
6, Old the partnarahlp have an Interest In any other partnerships or corporations? 0 V.s 0 No
If yes, raport the nacaasary Informallon on a a.parat. ahaat, Including Sohadula 'C.1" or 'C.2" lor each Intareat.
9, Old the decadent'alnMeet In the partnerahlp change In the year before daath If the data 01 death was on or atter 12/13/82
or If death occurr.d prior to 12/13/82 In the last two y.ara? 0 Yes 0 No
If yes, .xplaln: __,______
10, Was the dacedant related to any of the othar partners? LJ Yes ONo
If yea, axplaln:
11, Wae the psrtnershlp dissolved or IIquldat.d atter decedent's death? 0 Ves 0 No
If yea, report all the related Informstlon, Including copies of the Sales Agreement '5nd/or Settlement Sh..t.
12, Was the decedent's pertnsrahlp Interest sold'! [J Yos 0 No
If yes, provide e copy of the agreement of sale, etc,
STr PJ,42021F'/
FU:!V.1&11f!X. {MS)
RIDER
J SCHEDULE H d
FUNERAL EXPENSES.
ADMINISTRATIVE COSTS AND
~ELLANEOUS EXPENSES PI..I. Print or TYIMI
. - ~MBi!R
_.__,. ._l.!!~002 7 3
COM~Al nlOf PENN9Yl.VAN,A.
1~4HGRfTA.NCE TAX RttltJRN
RBSlQJ!NT OIiCIlOONT
UlAl/! Of
LOREN C.
ITEM
NUMBER
A,
1.
B.
1.
2,
3,
DESCRIPTION
AMOUNT
Fun.rll Expenl.li
FUNERAL
Admlnlltr.tlv. COlts:
Personal Repreeentfttive Commissions
Soclsl s.ourlty Number of Personel Repreeenlative:
Ye.r Comml1lslons paid
Attorney Feea
Family Exempt/on
Claimant CATHER I NE M. ,R IDER Relatlonshlpi'II FE
Addre$S of Claimant at decedent'e death
StreetAddreee 520 W. ELt:!WOOD AVE
CIty~HANICSBURG State PA ZlpCQde 17055
4, Probate Feee
C. Mlac.llaneoua Expena.l:
1- ACCOUNTING FEE
2,
3,
4,
5,
6,
7,
8,
TOTAL (Also entar on line 9, Reoapltulatlon) $
(If mar. ap.ce Is needed, Insert additional aheets of same size.)
7,440
3,500
401
6,500
17, 84}.
STF PA420'11F 1:.!
, ,mv''''''''''('''O<I ~ SCHEDUI.E K J
LIFE ESTATE/ANNUITY/
r.OMMoNWEAln,or..HN.YlVANIA TERM CERTAIN
INUSRrTANC:[ TAxrmlURN
Rl:SIOEiNT ImcElOflNt
. . -_..__._--~" -- ....--..-
eaTA'iiOF . ---m---pILE NUMBER
LOREN C. RIDER . ~~997-00273
Thll lohedule II to be uled lor all lingle IIle, Join' or successive IIle oetate. and terni certain c8iCUiiiiionl, For d'iii88of desth
after 12-31.61 and bafcre 5.1.89, actulllal laotors fcr Ilnglo life cllculallons cln be found In Revenue Booklat (REV-1501B), For
dltel 01 death on or a~!! 5.1.89 aotulllal factora can be lound In IllS PubllcatloQ 111457 Actuarial Valu", Alpha Volum~_
The Inltrument creltlng the I~e Intereat II e: (PI...e attaoh . oopy of Inltrulnenl)
IX! Will 0 Intervlvos Oeed 01 Trust D Other _...__m_________.._____... '
I!IlW!i::::Viililia3,iii\!ihWW':U:'4:[i!""i..", MmAl"cl&A'tI2..l'f......'......' [..,..,.."ii.:l:. :i" ,"'.:JLili.:............J
Nlma(l) 01 LII. Tlnlnl(I' DII. 01 Birth Pr...n! Ag. Tenn 01 V..rl Life ell,tel. PI"lble
N..rell Blrthd. '
CATHERINE M. RIDER
08/29/16
8.1
IKJ L~eor[] TermoIVears__.,_
D Life 01'0 Term ol'(esl'8
o L~e orD Term 01 Veers
D l,~e 01'0 Term 01 Yeers
1, Value of Fund IrDm which L~e Estala(s) Is payable: , , , , ,
$ 572/672
2, Actuarial Factor par appropriate Table, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , . 39041
Interest Table rate - 0 3 1/2% 0 6% 0 10% r&J Variable Rate 7 . 8 %
3, Valua 01 L~e Estata (Line 1 x Un. 2) .. .. , " .. , , , ' , .. , .. ' .. .. .. , , , .. .. , , , , , , , , , " $ 223 / 577
lihn ?tu,,)""""Y>P'"'''''::';:E:W''' .. NUITY1NTElt SrCALCUI,;AT10N"'...,,::.., .".: ,',' '. T'",,]
;;';::';';':':,:'''.:':':'''-:,:';:,::::_,,::~,:::::,:;:,~,;".._",;",~::;,:.- , ' - ,"': ,':: -,,' ", ,,: "pre'sent-Ag,' ;: ,,' -,,,,,,.:,,.. 'n' :::':':';(;";':':";';'_:::'1-;':"
Nama(I).' Annultlnl(I' Olte 01 Birth IN.....I BlrthdlY) Tenn 01 Yurl Annuity II PIYlble
0 L~e orO Term olYeal'8
0 L~e orO Term 01 Years
D Life 01'0 Term 01 Years
---
0 L~e 01'0 Term 01 Years
1: Velue 01 Fund from which annuity la payeble, , , ' , . , ' , , , , , , , , , , , , , , , , , ' . , , , , , , , , , , , , $
2, Check approprlste block below and ent.r oorrespondlng (number) In column, , , , , , , , , , , ,
Frequency 01 pavout -0 Weekly (52) 0 BI-weakly (26) 0 Monthly (12)
o Quarterly (4) 0 Semi-Annually (2) D Annually (1) 0 Other ( )
3, Amount 01 payout per period, , , , , , , , ' . , , , , , , ,
4, Aggregate Annual payment, Line 2 x Line 3 , , , , ,
5, Annuity FaDtor (eea Instructions)
!ntarest Table rate. 0 31/2% 0 6% 0 10% 0 Varlabla Rale
%
6, Adjustment Factor (see Instructlcns) """,',"" , , , , , , ' , , , , , , , , , , , , , , , , , , , , '
7, Value 01 Annuity. If using 3 1/2%, 6%, 10% cr ~ verlabla rate and period payout Ie at end
of period, calculaUon Is: Line 4 x Line 5 x Line 6 , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
If using variable rate end period psyout I. et beginning of period, caloulallon Is:
(Line 4 x L1no 5 x Line 6) + Llna 3, , " , , , " " , " , , , , , , , "
NOTE: The velues 01 the lunds which create the above future Inleroets must be reported as part 01 the Estele Assets, Line 1
through Line 7, The Resulting L~elAnnulty Interest(s) should be reported et the appropriate tax rata on Lines 13, 15, 16
end 17 as raqulred,
STF PA<l202H' 15
"I'V,''''''XI''''1 J SCHEDULE N I
SPOUSAL POVERTY CREDIT
C:~:r~~~'g~N6~lAN~ J~~AIL^BLf. FOR ~EC.!'DENTS DYING A~TER 12/31/911
ESTATE ~r-' --' -- -, _._--~-_.-- -. ... ] FILE NUMBER
LOREN c. RIDE:" '___" 1997-02..m
f!Ai1IT.~~mi~;~.i1)itiJiif.~t.~(...:,:_,~~,\~~;~,::u~~;::.~,ousa:7~~,.~r,~~lt,~:;~;n.t~~:.~Dliheet'._=J
1, Texable Assets total from line 8 (cover sheet) , , '
1,
2,
2, Insurance Prooeeds on Lffe of Decedent
3, Retirement Senems "',',
3,
5, PA Lottery Winnings, , , , ' , , , , , , , , , , , , , , , , , , , , , ' , , , , , , , , , , , , , , '
4,
5,
4, Joint Assets with Spouse, , " "",""',',","""","",'
6e, Other Nontaxable Assets: L1et (AH.oh oohadul. If neo....ry) 6a,
6b,
60,
6d,
7, Totel Gross Assets (Add lines 1 thru B) ,"",
6,
7,
6, SLlBTOT AL (Lines Ba, b, 0, d) " , , . , , , , , , , ,
8, Total Actual Liabilities""" , ' . , , , , , , . , . , , , , , , , , . B,
9, Net Velue of Estate (Subtract line 8 from line 7) "" , , , ' , , , , ' , ' . , , , , , , , , , , , , , 9,
"1I~;:g f~:~/"'!:t9' than ,S2,~O,OOO ~_ STOP. T~9_6sta'9;ls:notetJglbI9 r~ claim Ih:9 C'~I/,lfnot,:~ntlnue '~ P87U.
;111;"'r:i~~~IH'!!~!f~~:lqF~~'~]Ed~~M~I'qr-,t'~~()MI!.(~lfji'ilI1~~~'~'~i~~~ra ' l1,:lIV,.,I,d,..,U,.',II".,..,Jn,t,o,mel
"""..."",":.l!x..etumll Qr..eClIhdlntlln". QUae. ....",...,'.'.."....",'.....'...'.'.'.'.'.'..,'...,...,.'"'.,.,,'...'.,'..,..;,.',...',,.;,...'...,." ..,'.'.',., .. .
Income. 1, TAX YEAR: 19 2, TAX YEAR. 19 3, TAX YEAR. 19
e, Spouae, . , . , , , , ' , , 1a, 2a, 3a,
b, Decedent, , , , , , , ' 1b, 2b, 3b,
0, Joint" , , , , , , , , , , , 1c, 2c, 3c,
d, Tax Exempt Income 1d, 2d, 3d,
e, OIher Income not
listed above "'. 1e, 20, 3a.
t, Total"""""" , 11, 2f, 3f,
4, Average Joint Exemption Income Calculation
4a, Add Joint Exemption Income from above:
(11)
. (21) _____..___ . (31)______ =
(+ 3)
4b, Average Joint Exemption Income. . . . . , . . . . . . . . . . , . . . . . . . . . =
If line 4(b) Is groeter then $40,000. STOP, The es/ete Is not eligible /0 clelm the oredlt. If not, oonllnue /0 Perl III,
r1~~~"I.Ti~~~fMftF~PO~$AI.'POVeRn'.CREDIT.~OR.~e~lp~N"'~NPNONRa$ID~~~J
1, Insert amount at ta~able transfers to spouse or $100,000, whichever is less,
1,
2, Mu~lply by credit percentage Isee Instructions) , 2,
3, This Is the amount of the Resident Spousal Poverty Credit Include this figure
In tha calculation of totel credits on line 1 G of the oover sheet 3,
4, For Nonresidents, enter the ratio of the decedent's gross estate in PA to Ihe value of the
decedent'. gross estate, ' 4,
5, Multiply line 3 by IIna 4 and enter the IDtal here, This Is the amount of the Nonresident Spousal
Poverty Credll.lnclude this figure In the calculation of total oredits on line 18 of tha cover sheel" 5,
srI' PA~102\F 16
, . l') ,
. .," I II
,
, / '"
LA~T WILL AND .TESTAMENT OF LOREN C. RIDE~
I, LOREN C, RIDERr of the B~rough of Meohanlcsburg, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do make, publish and deolare this
my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at
any time heretofore made.
.
1.
I dlreot the payment of all my Just debts and funeral expenses as soon after my deoease as
the same oan conveniently be done.
2.
The gift to my spouse In this Item Is Inlended to give my estate the marital deduction
effective under the Internal Revenue Code to reduce Federal estate tax. Any provisions In this
,Will whloh conflict with or fall of this Intention shall be so reconciled or amplified as to
acoompllsh this objective.
If my spouse, CATHERINE M. RIDER, survives me, I give and bequeath to her an amount
..
free of all taxes equal to the maximum marital deduction allowable to my estate for Federal
estate tax purposesr reduced by an amount, It any, needed to Increase my taxable estate to the
largest amount that after allowing for the unified credit and any other oredlts available to my
estate, will result In no Federal estate tax.
3,
AIt the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situate, I give, devise and bequeeth unto CATHERINE M. RIDER, JO ANN
PAULUS, and JAYNE KELLY-EVANS, Co-Trustees (In the event any of my above-named Co-
Trustees are unwl~~~~/OO~able to aot, then I appoint my granddaughter, CYNTHIA JO
UMBERGER, to aot Inihelr place and stead) for the follOWing purposes:
A To pay the net Income derived from this Trust Estate to my wife, CATHERINE M,
RIDER, for and during her naturalllle, In the event that my wife should exhaust her own assets,
JO ANN PAULUS and JAYNE KELLY-EVANS, Trustees as aforesaid, shall have tho sole
dlsoretlonary authority to determine to use and consume so muoh of the prlnoipal of this Trust
~ ",-6,Ftober
) .
~-PC, ,.~
4, t 996
'f"~~.. .
Eslale as may be nooessary for her oomfortable support and malnlenanoe, Inoludlng medical,
surgloal and hospllal or other Institutional oare,
B. Upon the dealh of my wife, I dlreot Ihe surviving Trustees to distribute the
remaining prlnolpal and accrued Income of Ihls Trust Estale belween my two daughters, JO ANN
PAULUS and JAYNE KELLY.EVANS, In equal shares, If ell her of my daughters shall have died
prior 10 receiving her share In said Trust Estate, the same shall then bo held In Trust by tho
surviving Trustee for the Issuo of such deoeased daughter, If any, until such Issue attains the age
of twenty-one (21) years, exoept, however, that the said Trustee shall have authority to apply
.
suoh portion of tho principal of the share of such Issue for his or her eduoatlon as may be
neoessary for this purpose. If either of my daughters shall die wllhout Issue before reoelvlng
her share aforesaid In full, then such share, or the remaining balanr:e thereof. shall be added to
the share of the other.
4.
I direct that the Inlerests of all beneflclal'les In the Trusls hereby created, whether In
the principal or Income thereofr shall be free from liability to attachment or other legal
process Issued at the, Ins lance of any creditor or assignee of such beneficiary, and I direct that
no payment shall be made by way of anticipation of ,sums which may thereafter accrue to any
beneflolary.
6.
I hereby authorize, empower and direct my Trustee to sell at publlo or private sale or
sales and to convey any real estate which may beoome a part of the Trust Estate, and to give good
and sufflolent Deed or Deeds for the same. They shall have sole discretionary authority In this
regard and shall not sell real estate at a sacrifice,
6.
If any of the beneficiaries of my Estate shall be minors or mentally Inoompetent at the
time that a payment Is due such beneficiary. and suoh minor or beneficiary has no Guardian
,appointed to see to the application of his or her Income. I authorize my Truslees to make needful
expenditures out of said Income for the proper malntenanoe of said beneficiary.
t~[l
Oolobef 4, 1996
i
i
I
lY'tJPAlHl
*
P1IUlWHI
It.,,r..WK
I'hi,~ ~,' 1\1 (t'nil)' Ihat llIl' irdiJrllliltioll line gi\'1'11 II, cOl'l\'l'll~' (Opil'd flllln ,Ill llllgin.d (('Ililie,hl' of d(';\1I1 dId>: nkd wilh 1111' ;1',
I {,c,d Rl'f:i~lI"H, 'I'h<.' original tCrlillc.l1t' will bl'!olwankd III till' ~1.1l(' \'Il.d I{('({\III., l llll,t' llll' prllllillll'lll !lhtlg.
WARNING: Ills Illegal to duplicate this copy by photostat or photograph,
lice' for this ('l,,.dHc;!h', $2.00
1f111'1'""""'m
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".", "," ~~;,:
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4175781
No,
ttlOSIUfI.. OlIn
COMMONWeALTH OP peNNlihvAN'~' DePARTMeNT OF HBALTH , VITAL fUICOACJS
CERTIFICATE OF DEATH
i
~
- --._--~- se~'-""'-+--]SOCIA~~aUl\ll~~I::'lflNl''''M'' ~ti'A~t;':~ -J-
lL. lUlW.f". ~! ,n. - n, - "'}~ ~~ IQQ7..
-.::::"!,~~:'''::,'~' :::';"';'...,:.~,::-:-;-- ,;o;,"'T....!!!!!'~......~"""'''-- ....-..-----...--.... -.. -- -
ohanloabun~ """'~~ rlllo.~n ~lJ =::-0 ~iJ t:f'ILJ
- · ,:._. "'1' iJ~rtS~~C\lo;oil.l ~,....: -':----.
!!!!Bn~l!!ij~"ThL_ ~'~'I'~= 'i'~~- ~:==~ ~~~~-
l'u(] ,..,Cl 10111 ~'I
"" f.~w. ' - ....12 r'l ~~...II--M&~
~i~~:tiCE 1"Sl41..~--.rennUV1\l.n.la. - :;:oNoII~ II'X- ,,".,*-,,,"In--ijppe~''l.l-on----~'---------''''
520 Wast Elmwood AVe. Ir-.....'''''..... ....,.
~Q!ll\nlo8!llir&~~illM___ ~.~~.~-!1t~~-~f-~.:....._-.!!~:1 ~~~oI.
rlQl1ffl'IHAt.lIilf"."'.Utl.lIl 1,401l!IR'IlA"ELI..,"",*,~s...Nj~1
II John Chastol' Ridol' _~___..__,_ ,EtSj.JL.A.....-..ElnU.llh____
."OlVr.Wfr~Ni.M(l'rI*P'"'" 0NWi1 Wdl.H:l~"~~lopC_1 .----
1fI't-~~.M-liliW.<---.---3.i''''.''....---- ^'iliIBr~~~=-~...t~o6li
.......("1 c;,.........,[] A.....,...."""...I.lJ 1~11ol'_1 ..0lhttf'\M.
p,,,,_,LJ Qho/I~I,~.._~_~~.__._.._..____.+___IJ MlllOh Ib, 199'7 rJndlo Spling Comotel'Y SUVal' Spring Twp., PA
uiilli~,liiiiViCi1i:~NSlI OOl'1!i'iiON;.eltt;llA6.UCII - Ul__-~liiNli\NLT~'.'---- -:=1;:IoIIAHOAOONl"Of'AUIT'l:. 1 j f" 1 H ..
I ~..... .-- MB pezz unera alia
' -<~, . ..------- IL,UlJ8a1-.I.__...__~__ <ll-M~'" ~~..wa1'-r--llo<>31l1ro~A--W066-"-
~~=~:;~~~:~:'~ - I~':.~~::=:'::t(~:~-~~~~~_~'.I~::'~.~~:-._----_.._~-~ ~_,,_. ~_._,o.,~I_~._
_U"""*l>t~tdfloj Ol'NA,,1 llA'~PI\OtlOl'HCCClQ('lJ,....., I"'f "',"1 iist,(jii IfRflli010I<<DlCAI. 'f\(; III t:9'
:=-:=,~::':::'_--.._m-21~Q~..J~./'1w:~h___Jk__..L9(tl__..__ IL- ..[J ~ '
n........,." ~,...II\t...u.. """'If' ""M'lj>Io.'II_.lIIL:hU_u..,lof.,,, oo,;J,,"..Il'lt"""'"O.d...l\I....n..u' fC"".,.'....,.~..,'""~l<_"'''''''''..... AfIIIo........ I'o\'n_. 0INf........"'_.......-.1O_...
1".."'......11_"".1<11..... .........._ 1lOI.-..,1I_~'III_IlM"",1'IlIIl1
1-..-
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iM-iOll'fl-j,i~c(i~(jIJ('fd-i'I-' .
".. , " ." .', ,,":;'!l:ll, .__ tl-'1--~'1-- &~oi.._ .L~~'::o::.~L~_
DI}(roluIASACW~IPllftll;l('1 ...,....
, --1--- -- , - ,",;>: -- 6u....,-."___ .. }~-..,d,,~
OI.,I(IOi(".~~CI.GtQlI[t"--'['''1 J I
. - Co- ~ c..t.<-o.
~-.o.NAli-roi~ C-'iI<<WMYIIN1lIft08 IUIlNf'i"iJrciiTti-----.---. .]t.uiOiiN.Jvttv-"--l'~.'';'''''' .. [""'''''''''--- ..~...,""",~,--
M1Al'OfWIOI ol/.llJlAallPfUOfI10 1.Il:t.., t,~, ......1
C:()l,fIIlrtIC>>lOfCAu~k 'Vir
Oflltmt? """.......-..: !IO(f,~1lH I! .,.. (I ,jq[]
/o((""~ I J ~_k~~".j'*,'':~ II
,"'}v- .....[1 "" [J ....oloI [I ~~""~loI."I.."."~ llnt-[Of'ltjj\lf"'A!""""'41J~I..~...y.lIi~~ 1II:'-JlOC"'I~IS~!'-Ci,-;r-,.,;.-s.;.,.1 --- -- -.....-..
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'CII"IP'lIfQ'tll'IlCl."'I'h,......'"'...,..'<."...A,..,",.,,,.~"'."/''',...\1''''''''''''1'1<"--"""""".,,.,,,,,,."1, "vi __~ --- __ f ,
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'YIDICA.LU,.hlIHilflJCOfllOlilll 1Ii,".,.l)fr~(,>IP'(I~')It,j_...J r', 1;l~'A f~(~N-"': 1'1, ~
~:.:'.:.~:t.~:f~U"""~\I0n .~or 1~~"I'~.I'Q".ln "II Q~'''IIl~. "ulll OUW(..'~ .1111. !I"" dOl. .,,~ ...... ."', ,) ,.1" 11,. ~'''''II)..HI C h ",~<.,:,., 1/......'\ I A lY 4:) '1 .. ~u!.:_! ._L..
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I, 'e
ol4f(l.I""""""
-'.-".!..-
i
~
I
l5 ~ /(,)'/~ /3
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
lURE AU OF INOIVIOUAL TAMES
.,. INHf.RITANCf TA.II DIVlitOH
D1:"J. ~aoltOl
HARAUIURO, PA I1lZlI-060\ .
NOTICE OF INIIERITANCE TAK
APPRAISEHENT, AllOWANCE DR DISAl.I.OWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAK
03-16-98
RIDER
03-11"97
21 97-0273
CUMBERLAND
101
C=:Ount_R.Mltt!.d ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGXSTER DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: is;;j" i!je Ai: ii - i 09: 97i" "NoYi c i!" -0';- iNHEifi f ANeE - Y AX - A"PPRii:i's EilE N'f; -A i i. oWAN-rS E- CfR- - - - -- - -- - - -" - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LOREN C FILE NO. 21 97-0273 !lCN 101 DATE 03-16-9B
TAK RETURN WAS, I ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLARENCE Ef\SBURY
.- - - _ ._1
2Nll FLR u()
415 FALLOWFIELD RD
CAMP HILL PA
17011
ESTATE OF RIDER
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI~ED VALUE OF RETURN BAS~D ONI ORIGINAL RETURN
1. R..I elt.t. (Schedule Al
2. StQcka and 8Qnd, (Sehadula BJ
3. Clo..ly Hald stock/Partnarship Inter.I1 (S~h.oul. C)
4. Hartg.gaI/Not.. RacalvablM (Schedul. 0)
S. C.,h/Bank Oapollt,/Hilc. P.rlonal Prop.rty (Schedule E)
6. Jointly Owned Property (Sch.dul. f)
7. Tr'anafarl (Sch.dub G)
a. Tot.l Ass.t.
(1)
(2)
(5)
(4)
(5)
161
(7)
,00
5~4.703,00
.00
.00
47.969.00
.DO
. DO.
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral Expan.ell/Ad... Cost./Hisel. E)(penlle. (SClh,dule ttJ
10. Debt./Mortuaga "labilitias/lians (Schedule I)
11. Tot.l Dedu~tions
12. Net Valua of Tlx Return
13. Charit.bla/Govern..ental Bequests; Non-elected 9113 Trust. (Schedule J)
14. Hat Value of Est.te Subj.ct to Tlx
If an alselsment was issued previDul1y, lines
reflect figures that include the total of abh
ASSESSMENT OF TAXI
IS. AMount of line 14 .t Spous.l
16. AMount of Lin. 14 taxable .t
17. Anount of Line 14 t.xable .t
18. Princip.l rax Due
NOTE:
r.t.
Lin..I/CI... A rat.
Collat.ral/CI.s. B r.t.
TAX CREDITS:
PAYHENT
DATE
06-06-97
RECEIPT
NUHBER
AA211390
DISCOUNT It)
INTEREST/PEN PAID 1-)
986,95
. IF PAID AFTEA DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEAEST.
(9)
(10)
17,Ml,OD
c_
*
15.154,00
<<111
(12)
<<15)
<<14)
In-'..' iK IH ~It-"I
LOREN
C
NOTE I To insure proper
cr.dit to your lecount,
.ub.it the upper portion
of thi. for. with your
tax PIYMnt.
572,672,00
~?,99S 00
539,677,00
,00
539,677,00
14. IS and/or 16, 17 and 18 will
returns aSlessed to date.
,00
19,730,90
.00
19,738,90
30,986,95
--------
11 ,248, 05CR
,00
1l ,248, 05CR
I IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REfLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDHS.)
(15)
(16)
1171
210,695,30 M ,00,
328,9B1. 70 M ,06.
,00 M ,15.
IlB)
AHDUNT PAID
30,000,00
TOTAL TAX CREDIT
----
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RESERVATION! E.t.t.. of dlcedent. dvJng on or b.for. D.e.lb.r 12, 1912 ww If Iny future Int.r..t In thl ..t.t. II tr~.f.rred
In po'....lon or Injoy..nt to Cl...S (0011It.rll) blnefloJlrl.. of thl dloedent .ft.r the .xpJrltlon of InY ..tat. for
llf. or for y.lr., thl Coeaonw..lth hlr.by ,xpr..sly r..'rv.. the right to apprll.. end ...... 'ranlf.r Inherlt.no. TIH"
It the llwf~l C~... . (oolllt,rll) r.t. on any .uoh future Int.r..t,
PUIlI'OSE OF
NOTICE! To fulfil! the r.qulre,,,,t. of S.oUon 2140 of thl IrthfritMe. and Eltat. Tlx Aot, Aet 21 of 1995, <72 P...
SeoUon 91ltO),
PAVHENTI D.taqh the top partion of thh NoUol and tubeit with yaw' pay..nt to thl Reghter of W111& prlntad on the r,v'r.. ,hu..
--"M' ckeck or ~MY order p.yabl. tel REGISTER OF MILLS, AGENT
REFUND (eA), A r.fund of I tlX cr.dit, which waf not r.qu..ted on the llx R.turn, ..y b. r.qUl.ted by ooypl~tJnt an ~Applic.tion
for R,fund of Penn,ylvlml. Inheritance l!ll1d E.tat. Tilt" (REII-lSl1J. Applloltlon. et. IVll1abl, It the OffiCI
of the R.gl,t.r of WIll., ftny of the 21 RIv.nUI DI.trlct Offlol" or by 01111ng the wpeolll 24-hour
an.werlng "rvlol nulib." for for,. ordering I In P.nnlylvanla 1~800.SU-2QSO, outlld. Ptnn.ylvenl1 and
wlttl1n IDOll Harrhburg ar.. (117) 181-8094, TDD. (111) 17Z-l2S2 IHurln. IIlpalr.d Only).
OBJECTIONSl Any Plrh In Int.r..t "'ot ..thfled Wlttl the appr.hleont, ,UOWInCl' or dlsaUowanc. of deduction., or ......Mnt
of t..IC (including dhcount or Int.rut> II .hown on thll Notice flUlt obj.ot within .lMty (60) dlY' of rlcelpt of
thlt Notio. by \
--wrltt.n prot..t to the PA D,pllrt..nt of Revenu., Iloerd of App..h, Dept. 21U021, tl.rrhburg, FlA 11128-1021, OR
.-.l.ction to hlVI the ntter d...,.Jnld .t oudlt of thl .ooount of th. p."9nol r.prUatlt.tlvl, Oft
--app.al to the Orphan,' Court.
AlHtIN
ISTRATIYE
CORRECTIONS !
FlCtull errOrl d!looverad on thlt 1I.......nt .hould b. IIddr.u.d In writing tOl PA nlPltt.ent of R.Vlnue,
8uretu of Individual TalC", ATTNI Po.t A.....~lnt Rlvl.w Unit, OlPt. 280601, Harrl.burG, PA 17128-0601
Phone (111) 111-6505. S.. Pllg. 5 of the bookl.t ftln.truotlon. for Inh.rltanc. TalC Roturn for. R,.ldent
D,cldlnt" (REV-150lJ for en .IIPhnatllN1 of adltlnhtretivliy eorrlctlbl. .rrort.
01 SCOOHT 1
If AnY talC due it Plld within thr.. (1) celonder aonth. afhr the d.ctdlnt', d..th, a Uv. peroent (5:<) dhoount of
thl taM paid I. Illowld.
PENAL YV I
The IS): hll( ...,..tv non*Plrtiolp,tJon p.nalty Is COIIPUt~ on thl totll of the talC ancl Interllt .....itd, encInot
Plld before Janulry la, 1996, tht Utlt dav aft., thl end of the i.aH Itenestv p.,lod. Thll fIOn-partlCllpatlon
ptnllty Is IIpp.,lable In the .ae. ,,"n.r ~ In the the .1., tl.. plriod .s you would app.al thl tllM Ind Int.r..t
that hu baen .......d ftI Indloated Oil thill notIc..
INTEREST!
Int"..t II chllrlled blginnlng wlth first dly of d.Unquoncy, or ,..1", (9) 1I0nth. and one (1) day froll thl det. of
dl.th, to the d.t~ 0' p.Y.lnt. Tlltl' which bee... delinquent blfor. Janulry 1, 1912 baar Intlr..t It thl rat. of
.1IC (6%) p.rc.,..t p.r annul calculatld .t . dally rIte of .OOOI6~. All tIHI. which b,clle. dlllnquent on and Ift.r
Janulty 1, 1981 will b.ar Inter..t at II rate lfhtch will vary fro. oalendlt yaftr to oalandar nar with that rat.
ennounc.d by the PA D.part..nt of R.venu.. Thl applicable Int.r..t ratl' for 1912 throuQh 1998 Ir.,
'!!!.r Inter..t Ratl Oallv Inter..t Fltltot ~ ~..!!!! bll1v Jntltlllt Fetltor
1981 20% .OOO5~& 1987 9~ ,000241
1985 16% .000438 198&-1991 m .GOOlOA
lU4 11% .000301 199' 9% .000241
1915 11% .D003S6 1993-1994 7~ .000192
198' lOX .000214 1995-1991 9~ .0002tt1
--In'.rut II ollculated .. followlI
INTEAEST . BALANCE OF TAX UNPAID X NU"BEA OF DAYB DELINQUENT X DAILY IHTEAEST FACTDA
uAny MoUea luued aft.r thl hI\' bleD... .:MlInquftnt will refllat In Inter..t cll~uhUon to fift"" (1&) dlVII
"yond the date 0' the ........nt. If pav..nt It ,.cta Ifhr till int.".t OOllputIlUO,.. date thown on the
Notice, edcUtlonal Interllt 1tU" b. calculat.d.
PAVHlNTI
Dlteoh the top porUon of thll HoH4. lInd ,_it with your Plyunt dde p.Y~l. to the MM and ..."...
printH on the rlve"t 11d1.
If RlllDf!HT DECEDENT III.. aMok or ItOfIIY urder p.~8bl. tOI REGISTER OF WILLS, ASENT.
If NoHuRt!SlDEHT DEcEDENT lakl chKk. or ItOMV or.r Ply8bl. tOI COHHOHWEAL TH OF PENNSVLVANIA.
REF\ItD (CRl. A rlfund of . taM cr'dit, whioh w.. not r.qu..t.d on the Tal( R.tut"n, "ay b, r.quuted by cOlIPl.tJna en
"Appllc.tion for Refund of Pfilnlvlvanla InherItanc. and eatat. Tu" (REV-H13)' Application. lire IWUable It
thti Office of the I\'qt.ter of NUll, WHI of tM 23 RftlJ61nue Olltrlot OffiCII or fn.. tl\tl DeflertMrlt" 24"~r
."INtring ..ruloM ~r' for for.. orderingl In Plnneyluanla 1~800-362-Z0S0, out.lo. P~.vlveni.
ami within 10CI1 Harrhbur(,t are. (7!7l 787-8094, TnOIO (711l 772-2252 (Huring I....ir.d onlvl.
REPL V TOI
(tullltJone regarding .rror. contnltlld on th1l notlcl .hQUld bll addr'''ld tOI PA DllfIlrtlt'lHlt of R.vanutl, Bur....
of IndiIJldu.l TaM", AnNI Poat A"IUHnt Rlvlew Unit, O.pt. 2811601, HarrllbUrll, PA 11128-0601, phoM
(7n') 181wMiOS.
DISCOUNT I
If any taM au. II Pllld within three <:5) cahndar eontha 8fh,' the dlCledent'll death, . flv. paro~t (SX) dhcount
of ttM ~.M pai" 11 allowd.
PENAL TV I
Tha IS): taM a.nuty non-p.rt101Jl~Hon p.nl!l1t~ 11 co.puted on thlil total of the ta)( and interllt a.....ed, and not
paid bafore January 18, 1996, the Urnt day aftor the .nd of the taM ...,eaty parlod.
INTEREST I
Inter..t I. charged bellfthing with flr.t day bf delinquency, or nine (9l eonthl and one (ll dlY fr~ ttM dati of
dwath, to tn. dlte (If plIYIIlnt. TllI)(U whlClh beoNI delinquent blforl January 1, 1982 bear Intllr..t at thli rat. of
11M (6~) parclflt per I!lnnutI caloulatod et a tinily rat. of .OD016~. 411 tl!mll whl~h beo... d.lInquent on end eftat
.mnu..'v 1, 19112 will beur inter.,t at a rate whlch will vary frail cllllllnd.r v.ar to ealllOder Y.llr with that rat.
announced by (hi PA Oapart.ant of R.vIflUII. The applicable Intuut rat.. for 198Z through 1998 ar.1
Vaal' Interaat Rib Dally In tar. It Fft(ltor VillI' lntlretlt Rate Oatlll Intlrut fletar
----
1982 20X .00054. 1987 .~ ,000241
1983 16~ .000458 198a~1991 \1X ,000101
11)84 UX .000301 1991 9< ,000247
1985 13X .000354 199!-199ft 1> .000192
1966 10~ .000274 1995~199ft ,:( .OOOZ(j7
..Inter.at II oalculated .. followll
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINqUENT X DAIl.Y INTEREST FACTOR
.~Anv NoUea IIIu.d aUar tht tax bacoua delinquent will ref1t(1t an inter6.t calculation to fift..n (15) dey.
b.yond the d.t. of t~ .e.....-nt. If p~y..nt II ."de aft.r tn. Int.r.at oo~t~tinn data ahoNn on the
Notloe, ltddHlonal intlf'ut ault ba cah:ulatlltd.
" .,--"-'--..---._-~"
PURPOSE OF
NOTICE I
To fulfill the' requJr..ent. of Seotion 21~6 (b) of the Inhlritenae and E.tlt. T.~ Aot, Act 21 of 199ti. (72 P.S.
Se(ltlon 9145),
PAvttEHTI
Det.ch the top porUon of this MoUee and .ubllit .,Jth !lour PIYHflt to the Regilter of Willi printed on the
rever.1.I .Ide.
~~ MIk, oheck or- 'OMY order payable tal REGISTER OF MILLS, AOENT.
REFUND (CR) I
A refund of a tax oredlt .ay be requ..tedbY oo.pl,tlng an "Applloatlon for- R.fund of Penn'Ylvanla
Inherlt.no. Ind E.tet.Ta~" (REY-I3131. Applloatlons ar. av_llebl_ at the OffiCI of the RIII.tor of Will.,
InY of the 23 R.venue Dhtrlct Office. or- frNl thai o.part..nt's 2it"hour an.werlng .ervioe nu.blr" for for.. ordering I
In Pann.ylvanla 1-800-362-2050, out.lt~ Penn,Ylvanla .nd within 100al H.rrl.burg .r.a (717) 787-8094,
TDD' (717) 712-2252 (He.rlng lapalred Only).
OIJECTIOHSI Any partv In Intere.t not .atl.fled with the ........nt of tax a. shown on this netic. way object within
.IMty (60) ~y. of receipt of this Notloe bYI
--written ~rotl.t to the PA Depart..nt of Revenue, loard of Appeel., Oopt. 281021, Harrl.burg, PA 17124-1021, OR
hel80tlng to have the ,"Uer det.r-.lned at audJt of th. p.r.onel repr..entaUv., OR
uappe.l to thtl Orphans' Court
ADMIN-
ISTRATIVE
COMECTIOHS~ Fa(,ltual yrror. dhcov.rCtd on thh .u8.....nt .hould be addr.ued In writinG tOI PA Dep.rt..nt of Revenue,
lureau of Individual TaMDs, AT'TNI Pos1 Aueuunt R.vlew Unit, o.pt, 280601, Harr:laburg, PA 17128-0601,
Phone (711) 787-6505. S.. p.ge 5 of the booklet "In.truotlons for Inheritanc. TaM R.turn for a R.sldent
o.oMtent" (REY-150lJ for en .)(pIIlll'lIUonof ldIlinhtraUvelY oorreotabl. errors.
PENAL TV I
The IS;': teM MtfI8.ty non-participation Ptflltlh Is C1o."uted on the total of the ta)( and Inter.st ......~, and not
paid before Januery 18, 1996, the fir.t day after the end of the ta~ aanesty PeriOd. Thl. non-partlclp.tion
penalty I, eppual~lo In the .... ~.nner and In the the 8~ tl.. p.rlod .s you would appa.l the ta~ andlntare.t
that has baan ft......d .. Indicated on thlt notice,
INTEREST I
Additional P.nn.Ylvania E.tate Ta~ ......ed as u r..ult of a ohange on the Federal E.t.t. T.~ eloting
lattar baoo.e. tlellnquent .t tho .~plration of one (1) .onth frOM the data the final notlc. of the lner..se
in pederal E.tate TaM I. received.
Ta~e' whloh bee... del1nquellt before Janulry 1, 1982 bea,' Inter..t at the rate of .1M (6iO paro('nt par IMUIl
caloulated .t 0 dally rlt, of .000164. All ta~.* whloh.beoaae deJlnquent on or aftar Janutry 1, 1982 will bear
inhr..t at a rate which will vlry frOll ol18nd1lr Y811r to calendar yea,' with that rat. announced by the PA
Dep.rt.ent of Ravenue. The applicable Int.r..t rat" for 1982 through 1998 ar.1
~ lnt.r..t . Ratlll nallY Inter..t F.ctor :!.!!r tm!!.!.u.!!!! Dally Intere.t F~.i2!:
1912 20r. .000548 1987 9% .000247
1983 16r. .000438 198e~199\ It:< .000301
1984 UY. .000301 1992 9;': .000247
1985 13i: .OD03,% 1993~1994 1% ,000192
19.. 10% .000214 1995~1996 9% .0001.47
--lnt.r..t if calcultitad e. followsl
INTEREST . BAI~NCE or TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEAEST rACTOR
--Any Notice I..u.d ..H.r the tftK bleOMI dOllnquent will "lfllot 1m interut calcull_tlon to flftHn (15) days
beyond tho det., of the ........nt. If PIVHnt 18 .em. aft.r the intar..t c~ut.Uon Mta .hown on the
HoUc., additlonsl int.r..t IMJlt be Clalculated,
/5-/{,Cj.- /3
IUREAU OF INDIVIDUAL TAKES
IHHEAITAHCl TAX DJVISIOH
DEPT. ZIO'OI
IIAARJSDURO, PA 17121.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
A88ESSM~NT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
(.....
*'
1I~.4"" 4" lIJ.tll
DATE 06'02-98
EST~,TE OF RIDER LOREN C
DATI! OF DEATH 03-11-97
FILE NUMBER 21 97-0273
COUNTY CUHBERLAND
CLARENCE E ASBURY ACN 201
2ND FLR I AllOunt R..ltt.d l
415 FALLOWFIELD RD
CAMP HILL PA 17011
MAKE CHECK PAYABLE AND REHIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEt To In.ur. proper cr~lt to your acoount, aub.lt the upper portion of thl. fora with your t.x p.y~t,
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ~
RE-V:4a3--EX--AFP--{O~:-97j-----.-i-NO-ficif-OF--DETE-RHiN-Afio"N-AN-D-AiisESS-HENT"----------------------------
OF PENNSYLVANIA nSTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF RIDER
LOREN
C FILE NO.~1 97-0273
ESTATE TAX DETERMINATION
ACN 201
DATE 06-02-98
I. Credit For Stete De.th Taxes as Verified
,00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interost)
18.751. 95
3. Inheritance Tax Assessed by Other States
or Territories of th. United States
(Excluding Discount and/or Interest)
;00
4. Tote! Inheritance Tex Assessed
18.751.95
5. Pennsyx'venia Est.te Tax Due
.00
TAX CREDITS a
PAYMENT
DATE
RECEIPT
NUMBER
01 SCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE ,00
elf PAID AFTER THIS DATE, SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN .1, No PAY"EHT IS REQUIRED
FOR CALCULATION OF ADDITIONAL IHTEREST, IF TOTAL DUE IS REFl.ECTED AS A "CREDIT" ICRI, YOI/ "AY IE
DUE A REFUHD. SEE REVEASE SIDE OF THIS FO~ FOR INSTRUCTIONS.l
PUIlPOK Of
NOTICE I
PA'nENT,
REFUND I CA),
RecolOr,
RfJ(.Jisk:, ,
of
Wills
'98 JUN -1 P2 :09
Cltllh
CUITlbo, ,.1, ,,)
"',JurI
I,;), PA
To fulfUI thl r....lrelMH\tI of hoUon 21111 (bJ of the InhctrltlnClo Met E.tlt. reI( Aot, Adt Zl of l"S.
(12 ~.S. kotlon 91~SI.
Dlteoh the top portion of t.,1I HotlcI and .UbIt!t with your PlY"'" to thl Aqhtlr of W111. printed on the
rl"or.. .Ide.
-. "Ilk. ~ or 110M)' ora,. ply.l. tOI REGISTER OF MILLS, AGIHT.
A refund of . 'IX arHIt "111' tM requt.ted by CCMIPllt1no 11ft "ApflIUeaUon for R.flM'Mt of Penn'vlnnl.
Inh4lrJtInClI -"' Elt.t, Tax" (REV-UU), Applloatlon. .r. IvaUlbtt at thl 0"101 of tho R..ht.r of Willi,
any of thl ZS R.Y~ Dt.trlct Offla.. or frol the ntplrt..nt" Z~-~r an.w.rtng ..rvlo. ~r. for for.. orderlngl
In Pel'tlllvll1Wtla 1-800-561,-20S0, DUtil. PMlnllylwnl, and .,ithln 10011 ..l.rrhburg ar." (117) 18741094,
TOOt (717) 77Z-ZZSZ (H..rtng I.,lrld Only),
OIJECUOHSI Any perty In II\t.,...t not ..th,IM with thll ........"t of talC II .howl on thts noUo. MY object within
,SMty (&0) day. of racalpt of thl. Notle. nYI
--..rHten pratllt to the PA hparta."t of R."anu., Board of Appaal., Dept. 281021, H8rrhburg, PA 17121-1021, OR
--electJna to hl"l the Athr thhralned at &Udlt of the per.onal r.,.,...enhtlve, OR
. "epptlalto thl Orphltn.' Court.
ADMIN-
UTRA liVE
CORRECTIOHS,
PENAL TV ,
INTERESTl
F~tu.l arror. dl.covarad on thl. .......-ot .hould be adUre...d In Nrltlng tOI PA o.,art-.nt of Revenue,
lurnu of Individual TaMil, ATTNI po.t A.....Mnt R.vla"l Unit, Dopt. Z10601. Harrhburg, PA 17121-0601,
Phone (711) 187-6505. Saa pa," 5 of the booklat "In.tructlon. for InherltooCll TIM Raturn for I Rul_It
Decledont" (RE'J-15011 for an IIllCplanaUon (,If an.lnhtrat1valY eorractable .rrorl.
The lSX tax MM.ty non~p.rt1clp.t1on penalty h cowputad on the total of thl tit)( end Int.r..t ......ed, Md nat
paid befora January 1ft, 199~, the flr.t nay .ftar the end of the tlM eane.ty period. Thl. non-p.rtlolpation
peI'MIlty II ~.llbl. In the ..a urner and In the the .... tI.. periOd a. YOU MOUld appeal the tax .net intarut
tn.t ha. been ......ad .. Indlclt.a onthh notice.
For dat.. uf Math on or after In-3.'91, P&.M.yl,,~la E.tato Tax b..ed on ttlt Fad.ral Estllt. TaM
raturn blteaH' cMllnquent at the IICPlrat!on of nlM (09) IIOnth. trOll the dlt. of ct.ath.
Frtr dat.. of dG"th prior to 10-]-91, P~'YI"anla Estltl Till( blind on the 'edlr.1 Eotat. Tax r.turn
Na.... tt.llnquant fit the .y.plr'Uon of IlthtlM nl) aonth. frOll thl dato of "th.
T.x.. NhICh bee... delinquent beforl Janv.ry 1, 198Z bear Int.ry.t et th~ r.ta of Ilk (6~) percent par ~
c.lculeted at ft dilly r.t. of .00016~. All tox.. which bee... dell~t on or aftar Janu.ry 1, 1'82 will baar
lnt.r..t ~t e rete whIch will vary frOll o.l~.r y..r to celandlr yaftr "lIth that rata ennounced by the PA
o.p,rteant of R.,,~. The appllcebl. Intar..t r.t.. for 198Z through I~I Iral
v,.,. Int.r..t Ret. Dolly Inter..t Factor V..r Intlr..t Ret. Dilly Intorut F~tor
1982 ZOX .000548 1917 OX .000247
19n 16X .000~31 1911~199l llX .000301
19" lliC .000301 1992 'X .ODDZ47
1985 U;( .0003!t6 1995-1994 7X .ODDI"
1986 laiC .000274 I"S-l"' 9X .000247
ulntar..t I. calculated .. followll
INTEREST . aALANCE OF TAX UNPAID X NUKIEI OF DAYS DeLINquENT X DAILY INTEREST FACJOR
".Any Notice hlUtd Iftar thl tlX bICIOM. d11l1~t will r,UNt en Intar..t calculatlon to flit"" US) .~.
NVond thl etat. of the .....uent. If PIYlKlnt II .... Ift,r the Inter..t c~tatlon dati thoNn on thft
NoUc., eddltlonal Interut INlt be ~aloul.t....
'.
.'
ATTACHMENT C
RULE 6.12 STATUS REPORT
BY PERSONAL REPRESENTATIVE
(a) ~port of uncompleted administration. If
administration of an estate has not been completed within two
years of the decedent's death, the personal representative or
counsel shall file at such time, and annually thereafter until
the administration is completed, a report with the Regiater of
Wills showing the date by which the personal representative or
counsel reasonably believes ndminj,utration will be completed.
(b) Report of complet~d administration. upon
completion of the administration of an estate, the personal
representative or his, her or its counsel shall file with the
Register of Wills a report showing:
(1) completion of administration of the estate;
,_ (2) whether a formal account was filed with the
Orphans" i:ourt ;
(3) whether a complete account was informally
stated to all parties in interest;
I.i~
,_. ...1
, ,,(' ~
. '( 4 )
~hether final distribution has been completed 1
and
joinders
Orphans'
(5) whether approvals of the account, receipts,
and releases have been filed with the Clerk of the
Court.
(c) Form of report. The report required by this Rule
shall be in substantially the prescribed form.
(d) No fee. No fee shall be eharged for filing the
report required by this Rille.
(e) Copy of rule. upon the grant of letters, the
Register. shall give a copy of this Rule to each personal
representative and his, her or its counsel.
(f) Failure to file a report. After at least ten (10)
days prior notice to a delinquent personal representative and
counsel, the Clerk of the 'Orphans' Court ahall inform the Court
of the failure to file the report required by this Rule with a
request that the Court conduct a hearing to determine what
sanctions, if any, should be imposed.