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HomeMy WebLinkAbout97-00297 PETITION H)R I)ROHATE and GRANT ()I<' LKfTERS 2HZ- ?~1~.,,_ [:'slate of ..._l':Ill.~LLE M.MOlJER . also known a.l' ._____".", No, To: _~.___._.__.._.._.____" . Kegisler of Wills for the ........_...__.". ..___.. . _. /)(-(,(,(I.I'ell. County of _.__Jl.lilll12!HlWllL_ in the Sodal Sccurlly No, ....... .l72--Q.5::8.ill.........__._ Commonwealth of I'enmylvllnla The petition of the undersigned respectfully rcpresents thllt: Your petltloner(s). who IS/lire IR ycnrs of nRe or older IInthe execuLrl~_~____.__ na~ed in the last will of the nbove decedent. daled ....__.March_7......_______..._____. 19...1......- and eodlcil(s) daled __....!l_on~__~__.,,___...._..___...__~....______.___ ._-~---_._--~-~_.~-~------- (stille n'lrYUlll clr(.'lllllsllInccs, e.g. rCllUIII:litllon, dCllth of executor, etc,) Decendent wns domiciled lit death In ___CumberlanL____ County, Pennsylvania, with II er lasl family or prlncil'al residence at Thorflwald Nursing..llome. 442 Walnut Bottom Road. Carllsle...PA 17013 (BorouZlLQf...QJl.l'!lm.}_____... (list street, number and IlHlIll:lpnlllY) Decendent, then __ 99 yellrs of age. died _ Januarv 22. _, 19 97 at Thornwald Nursing .,Home. .____.~_____._~___. ' Except as follows. decedent did not marry. was not divorced and did not have a.chlld born or adopted after execution of the will offered for probnle; was not the victim of a killing and was never adjudicated incompetent: no exc!ll!tlons _ Decendent at dealh owned property with estimated values as follows: (If domiciled In Pa,) All personal property (If not domiciled in Pa,) Personal property In Pennsylvanlit (If not domiciled In Pa,) Personal property In County Value of real estate in Pellnsvlvania situated as follows: none .. '?~ ()t'J..o- $ $ $ $ WHEREFORE, petitioner(s) respectfully re'fest(s) the probate of the last will and eodicll(s) presented herewith and the grant of Ictters. ES.I1\MFNTARV (testamentar)'; IHhnlnl.~lflltfon c.l,a.; admlnlmRlion d,b.n,c.t.a.) theron, ~ 1J E 1-0.- ij ^ ;1 ~'E ~.. .".~ ~o R Iii () a~tTe~~__- (/ ~--_._--- , 50 Maple_.str.eeL__..___ Mt. Holly Springs, Pa...l7065 '~Lr-Ll.J:~ BarbarA Wlllkard b~iIf~~~j,1i 'm~lt OATH 01<' PERSONAL REPRESENTATIVE COMMONWI<:ALTH OF' PENNS\'LV ANIA lS8 COUNTY 011 _.._ CUMBERLANI!.~__ J ' The petltloner(s) ahovc-named ,weal'(s) or affirm(s) thai the statcments In tlte foregoing petition are true and correct to thc hcst of the knowledge und belief of petitloner(s) and that as persoual represen- tatlve(s) of Ihe ahovc decedent petitioner(s) will wclland truly adminlst~r)i~e estate according to law, Sw?rn to (~r nt'fil'mf~T~nd SUhSCrlhed9i ~f.t;".!!.....S;;ju.71e.A_)..---- ~ _helorc me I_hiS . AlIT'lr'''~-''-- duy 01 ,'\:"".: 'i.....'s'...v..'-:-r..--- ~ '~--e,jJAJJ-"~"C.j ~1~7.ll,7::~l ,;"c"'f"" _......"C...LLl.._--=__.._.____. ~ t1..<..y.. ~6...lfe~is~.I~;f:;,(,:L~....n.u.-...---- ~ V y , ~ I lV-a-" . . __0.__".. -..- "- \0 - \'ll\- ~~ 'II'I L, ! - I ~ ~ ',! :1 I i 1,'11 :: 1,-'1 1 !,ll ',' 11!1 Ill, ,1":1, I :II! :11 I:: :"II! 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U ~,~- c:r '1 (.1 N -,. , ~ J n' ~;-, _~~I " , , Al b 'Ln ~ \6(1) '-c- [" eta: CERTIFICATION or NqTICE UNDER RULE 5.6(a) Name of Decedent: Nellie M, MoueI' Date of Dellthl January 22, 1997 _Admin. No. 21-97-297 Will No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the foliowing beneficiaries of the above-captioned estate on April 11, 1997 Name Address "l\ai'en Wickard, 159 South Hanover Street, Carlrsre;"PI\17013 mean or Klngsborough, 617 South Hanover Street, Carlisle, P A 17013 Jaclyn shetter, 5U Maplc Street, l\Tf.IronYI3pFings;-PAl'7lJlH,-' Barbara Wickard, 10 East Ridge Street, Carllsle, PA 17013 ""'Kiithleen IVICKaFa' Hellellmger, :'0 west Wlllow"Sffeet-;--CarI1Sle, I'A 1'/lJT3" Klmberly Hagenbuch, 1461 Pine Road, Carllsle, PA 17013 ""Kl'fs1ii1WlClThrd, 01'/ tiOuth Hunover"'S1:reer,carusTh-;t'i\T70T3---- Kurin Wickard, 132 York Road, Carlisle, PA 17013 . KOlCne WICKard SpiCher, ooUn Wertzvllle ltoad,liifoTii;-PA--17025 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except none Da te I April 11, 1997 ,dft...(.~. '7-*J S gn ure Name Stephen 0, ,!iley Address 5 South Hanover Street 0 't-:'.;;( '1-- "', (') ~J) .. :"" !)~ 'l~ i:,:~ l'I " 0.. " Rl , , ~, c, , '.', U {I,l 0,1 <UCC PI " ~ 0: .!QS UU Carlisle, PA 1~13 Telephone (717) 243-5838 Capac ity I Personal Representative ___~ Counsel for personal representative FIRST AND FINAl, ACCOUNT OF JAC/,YN SIIJo:TTJo:R AND IlAIUlAIlA IVICI{AIW, EXECU'I'RICES OF '1'111\ LAST IVII,I, AND TES'I'AMJo:NT OF NIILLlEM. MOUlIll, LATE OF THE BOROUClII OF CARLISLE, OUMIlI\HLAND COUNTY, I'ENNSYl.VANIA, DECIIASEI) I,E'("l'lmS TESTAM ENTAHY ADVmtTlSJo:DI CUMBIIlU,AND LAW JOURNAL April 18, 25, May 2, 1997 THE SENTINEL Apl'jl 16, 23, 30, 1997 DATE OF DEA'I'HI January 22, 1997 ESTATE FILE NO. 21-97"'297 PRINCIPAL RECEIVED Accountants charge themselves with the fOllowing principal amounts received: 1997 Jiiii:'" 22 22 22 22 22 22 22 22 22 Apr, 16 June 4 July 1 1 1 1 22 Dauphin Deposit Bank and Trust Company Certificate of Deposit #0651052129 Aecrued Interest to January 22, 1997 Dauphin Deposit Bank and Trust Company checking account #61-83909-4 Accrued Interest to January 22, 1997 Mellon Bank Income Certificate #180-001540-C Accrued interest to January 22, 1997 Uncashed checks In decedent's possession NetWorks, prescription drug refund Dividends, IDS Mutual Fund Group 129.646 shs, IDS Bond Fund, Inc, Dividends 156.250 shs. IDS Mutual, Inc, @ 13.809 Uncashed Social Security check for Decel'ober, 1996 U, S. Treasury annuity check Refund of patient account, Thornwald Home NetWorks, prescription drug refund $500,00 Series HH bond dated October 1994 in name of Nellie M. Mouer. Pay on Death - Eleanor Klngsbol'ough $1000 Series HH bond dated February 1992 In name of Nellie M, Mouer, Pay on Death - Eleanor Kingsborough $1000 Series EE bond dated November 1992 In name of Nellie M. Mouer. Pay on Death - Benjamin R. Hagenbuch $5000 Series EE bond dated November 1992 In name of Nellie M. Mouer, Pay on Death - Benjamin R, Hagenbuch -1- 2,898.95 5.15 28,227.42 5.8lJ 3,600.00 10.19 1,513.76 1,507,21 19,74 666.25 170,56 2,157,66 744,00 305.80 81.42 1,203.02 500,00 1,000,00 621.20 3,106.00 July 'I $1000 Series Ell bond datod Novomb(ll' 1992 In nome of Nolllo M. Mouor. Pay on Death - BonJumln H, IIufionbuch 621.20 '$1000 Sorlos EE bond dulod Novelllbel' 1902 In nUlTIe of Nolllo M. Mouer. Pay on Death ,. M/II'k I. IIIlg'enbuch 621. 2h 1 $5000 Series Illl bond duled November 1992 In name of Nollie M. Mouel'. Pay on Daath - MflI'k I. IIagenbuch 3,106.00 1 $1000 Series IlE bond dated November 1992 In name ef Nellie M. Mauer. Pay on Death - Mark I. Hagenbuch 621.20 1 $5000 Series Ell bond dated Novembel' 1992 In name of Nellie M. Ivlouer. Pay on Death - Joseph P. Hagenbuch 3,106.00 1 $1000 Series Ell bond dated November 1992 In name of Nellie M, Mouer. Pay on Death - Joseph P. Hagenbuch 621. 20 1 $1000 Series EE bond doted November 1992 In n!lme of Nellie M, Mauer. Pay on Death - Joseph P. Hagenbuch 621. 20 1998 Apr. 23 54 Series E bonds dated from October 1962 through February 1993 9,372,54 TOTAL PRINCIPAL RECEIVED 67,034.67 INCOME RECEIVED Accountants chal'ge themselves with the following income amounts received: 1997 Jall. 30 Dividend, IDS Mutual Group 3.77 Feb. 9 Intel'est, Dauphin Deposit Bank C/D 7,11 Mar. 9 Interest, Dauphin Deposit Bank C/D 11.10 " 27 ' Interest, Estate checking account 2.75 Apr, 9 Dividend, IDS Mutual Group 3,92 , 9 Interest, Dauphin Deposit Bank C/D 12.29 27 Interest, Estate checking account 10.50 May 9 Interest, Dauphin Deposit Bank C/D 11. 89 27 Interest, Estate checking account 12,47 June 9 Interest, Dauphin Deposit Bank C/D 12,29 27 Interest, Estate checking account 14,10 July 9 Interest, Dauphin Deposit Bank C/D 11.89 '7 Interest, Mellon Bank Income Certificate 84.68 25 Interest, Estate checking account 11. 99 Aug. 9 Interest, Dauphin Deposit Bank C/D 12.28 27 Interest, Estate checking account 25.91 Sept. 5 Interest, Estate checkitig account 11.61 9 Interest, Dauphin Deposit Bank C/D 12.29 -2- Sept, 26 Interest, Estate checking account 20,05 Oct. 9 Interest, Dauphin Deposit Bank em 11.8\1 28 Interest, Estate checking account 24,05 Nov, 9 Interest, Dauphin Deposit Bank C/D 12,28 26 Interest, Estate checking account 20,32 Dee, 9 Interest, Dauphin Deposit Bank C/O 11.89 26 Interest, Estate checking account 19,68 31 Interest, Mellon Bank Income Certificate 86,11 1998 Jii:ii:"" 9 Interest, Dauphin Deposi t Bank C/O 12,29 26 Interest, Estate checking account 19,91 Feb. 9 Interest, Dauphin Deposit Bank C/O 12.28 26 Interest, Estate checking account 11.05 Mar, 9 Interest, Dauphin Deposit Bank C/O 11.10 26 Interest, Estate checking account 8.17 Apr. 9, Interest, Dauphin Deposit Bank C/O 12.29 23 Interest, Dauphin Deposit Bank C/O 5,55 23 Interest, Dauphin Deposit Bank checking account 640.99 23 Interest, Series E bonds 348.75 28 Interest, Mellon Bank Income Certificate 32.57 , 28 Interest, Estate checking account fl,68 May 5 Dividend, IDS Bond Fund, Inc, 76,42 5 Dividend, IDS Mutual Fund Group 478.49 TOTAL INCOME RECEIVED 2,155.65 DISBURSEMENTS Accountants claim credit for the following amounts paidl 1997 Apr. 9 Register of Wills, Letters Testamentary and short certificates 108.00 9 Cumberland Law Journal, advertising Letters 60,00 9 Darlene L. Moyer, Tax Collector; 1996-97 school personal taxes and 1997 county and borough personal taxes 21. 30 9 Carlisle Hospital, account 139,60 9 . Belvedere Medical Corp" account 20.50 9 Emerald Drug, account 1,773.38 -3- Apr. 9 Phl11p D. Caroy, IVI.D., account 2,22 9 Orthopodlc Surgery of Carllsle, Ltd., account 44.46 9 Thornwald llomc, Hccount 2,890.05 9 Ronald F. BevilHcquu, IlPIVI, Iwcount 6,00 11 Register of Wills, u/c Pu. Transfer Inhel'itance Tax 15,675.00 15 PA Department of Revenue, 1996 personalincometax 269,00 May 1 Dauphin Deposit Bunk, lost safe deposit box key 4.00 June 4 Carlisle llospital, uccount 139.60 4 The Sentinel, advertising Letters 81,65 4 Carlisle Imuging Assoc., account 5.49 July 3 W6stminster Cemetery, Inc., foot marker 699.00 24 Vital Records, 15 death certificates 45,00 Oct. 2 Register of Willfl, filing Pa. Inheritance 'rax Return 15.00 2 Register of Wills, Pat Transfer Inheritance Tax 8,355.09 14 Register of Wills, additional probate fee 45.00 1998 Jan, 22 Barbara Wickard, ale Executrix commissions 1,500,00 22 Jaclyn Shetter, a/e Executrix commissions 1,500.00 22 Frey and Tiley, alc attorney's fee 3,000.00 22 Register of Wills, filing Supplementallnherl'tance Tax Return 15,00 22 Register of Wills, Pa. Transfer Inheritance Tax 744.76 Mar. 12 Vital Records, 4 death certificates 12,00 Apr. 14 PA Department of Revenue, 1997 personal income taxes 85.00 14 PA Department of Revenue, 1997 Fiduciary Incom6 taxes 4.86 23 Register of Wills, 1 short c6rtificate 3.00 Reserve for 1998 income taxes 300.00 Jaelyn Shetter and Barbaro. WIckard, balance Executrix commlsslqns 2,771.56 Frey and Tiley, balo.nce A ttorney's fee 3,521.53 Reserve to file Account 125.00 TOTAL DISBURSEMENTS 43,982.05 -4- ...,.....o,~ ....4r.''W''.'r..'... '. , NOTE: Balance for distribution of 45,114.21 less above distribution of bonds In kind of 14,545.20 = reslduo of ostate of 30,569.01 to be distributed among tho following nino residuary logateesl TOI Eleanor K Ingsborough 617 South Hanover Street Carlisle, P A 17013 1/9 residue of estate 3,396.56 less Inheritance tax on joint accounts ~ 3,00.00 3,096.58 TOl Jaclyn Shettor 50 Maple Street Mt, Holly Springs, P A 17065 1/9 residue of estate 3,396.56 3,396.56 TOI Barbara Wickard 10 East Ridge Street Carlisle, PA 17013 1/9 residue of estate 3,396.56 less inheritance tax on joint accoUnts - 187.50 3,209,06 TO: Kathleen Hefelflnger 56 West Willow Street Carlisle, PA 17013 1/9 residue of estate 3,396.56 less inherl tance tax on joint accounts - 225,14 3,171.42 TO: Klmberly Hagenbuch 1461 Pine Road Carlisle, PA 17013 1/9 residue of estate 3,396,56 3,396.56 TO: Kristin Wickard 617 South Hanover Street Carlisle, PA 17013 1/9 residue of estate ,~,~96,56 less lnherl tance tax on joint accounts ~1,577.83 1,818,73 TOl Kurln Wickard 162 YOl'k Road Carlisle, PA 17013 1/9 residue of estate 3,396.55 3,396.55 -6- / ~)- (JL).,3 INHERITANCE TAX RETURN RESIDENT DECEDENT (OMMO"WEAlIHOf,,""m,,"'^ (TO BE FILED IN DUPLICATE DEPARTMENT Of IUVfNU[ HAR",fJtld~Onj,,060' " , ,WITHREGISl'ER OF WILLS) ,~. - DfCE N" ~ N^M"fllAi'~f'IIIS~I, ^fuiMtilo"ltiitTi'tr~:~o;-::-:....c::.;~~',_~,,---,-,---=----- MaUER, NELLIE M. " I1:f." 1500 fX. f1,Q41 ~ ..s.. blretl :c"'9 '"'i"' filffi OCo OCz 8~ I. 2, 3, O!, 5, '" Q 6, 3 E 7, !l: 8, .... 9, w oc 10, 11, 12, 13, 14, 15, 16, 17, z '" '" IB, ~ 19, IE '" '" S 20, 21. :~~~~~;;~~'-"~~'.'.'.."...__,. ~!~!;~:;'ll- ]., 'O~fl~Fl'~';'~897 : m"C~:':':'O",fl":f ,,," "'" '"' "tOPI. '"'''''' . SOCIAl "~U"" HUMO" LXI I. Origlnol R.tu," [J 2, Supplomonlnl R.lvrn o 4, limited EsIole [ ] 4Q, Fulure Inler~'l CCJmpromho lfor dohu of doath after 12.12.82) rn 6. Otcedenl Died TO$lOIO [-_I 7, Decodent Malnlalned o living Trult (Alla,h ropy af Will) (Alloch capy allru.') 'll.c:ORllESPONDENCE ANDCONFliiENTIALrAx"iNfoRMMlON SHOUL/);:BE DIRECTED TO, HAprey' and Tiley -........ _. 3":~'s~uMthl~;~O~~~r-;tl'eet "'''''OH' "UM"'- - -,- --- C8l'lisle, PA 17013 =.1. 717 _L=~,!3::~E8 un_on. .'.'~'n'_........n- ___..,. ffi ffI '" '" " titr Real f slale (&chedule A) Stocks and Bondt (Schedule B) Clolely Held Stock/Por1nenhlp Inlttrf'Jil (Schedule CJ Mortgagos and Nohn Renllvobl(l (Schodulo 0) COlh, Bank Depolilt & Miu;ellonoous Personal Property (Schodul. EI Jointly Owned Properly (Schedule F) Transfo.. (Schodulo GI15chedule LI T alai Grail Auels 110101 lines 1.7) Funeral EKpflnull, Admfnislrolivtl (osls, Miscellaneous Expensos{Schedu!e HI Oebll, Mortgage Uabilllies, liens (Schedule I) TotalOedu.:tions (10101 lines q & 10) Net Value of Estate (line B minus line III Charitable and Governmental Bequosls /Schedule JI Nol Value Sublecl 10 1'0)0; J~~!.12 minus lino 1 ~l Spousal TranshtrS (for dales of doolh after 6.30.Q.4) Set! l'1slrudlonl for Applicable Percentage on Re....erse Side, (Indude values frorn Schedule K or Schedule M,l Amount of line 14 taxable at 6% rale 11l1c1ude values from Schedule K or Schedule M.) Alnollnt of Uno 14 ta1;able 01 15% rclte (Include va Iv os from Schtldule K or Schedultl M,l PrlndpalloK due (Add lo~~ from lines 15, 16 and 17,) Credih .~p~~~~OV6r1Y Credit + . [1::~~ai~iW.~_" +. (I... 'fOR OATIS Of DEAtH AnER 12/a 1/91 CHECK HIR If A SPOUSAL POVERTY CRIDIT 15 CLAIMED I I flU NUMBER 21,-WI.'21l7 COUNTY COOl' Y~A~ rH(f~~~'~ ~;~;r(;~~t;~~~~Of1l HOH~ CIlI'lIsle, I'A 17013 Co,,", Cumbol'l/llld [AMO"'" 'En"", I'" 'N""""":'I [J 3, Remcllnder RlJturn lfar dotet of dealh prior to 12.1 :l,B~- f] 5. Foderal blote Tall. Relurn Roquired 1. e, Totol Number of Safe Doposil 6011.61 f--lUMtIll ._-------"'~"".. ......-.. ..__..~_....-.. I 1 I -_....__.__._ _......,_"..._......._.. I") ____,_g_~I 7. 7L~_ ( 3 I _._____ ( 4 I '_..____,____......... 1 5 ) ..._____1?L!l 6 . 93 ~........ 161____ 120,991.54 (71 .....1.,000.00 18,732.34 (8 ) 195,026.21 (91 , (101 (il) (121 (l3) (141 18,732.34 ~~...~--_... 176.293 ',IjJ" _ 176.293.87 (151 x;..____1I:I 116) _._______, 1< .06 :: (171 ..-..."_.1'l.6..,..Z11.LJl_L___._.,x ,15 = ....._~_..........2L1..H&6.... (IBI Dlscount 825.00 Interest (191 (20) ____.!8, o..8!l' 99..... If line 1Q Is greater than Uno 18, enlsr Ihe dlfferenco on line 20, This blhe OVERPAYMENT. gO Checlc horq if you are roqu ~ting 0 rofund of your qverpoyment. mJ!,~S5,Q~ ' 121) (2IA) [21 BI 8 ._3Sli~!l!L.. . If UnD 18 ilgroator than line 19, llnlor the dif/meoc;6 on Line '21. Thi~ iltho TAX DUE. A, Enter the interest on tho balance due 011 Une 21 A, B, Enler the lolal of Une 21 and 21A on Una 21B, This il ihe nAlANCE DUE. Mak. ~~!5.~_.~~.v~ble t~! _~!~~ttr of Wills, Agent , -=-=~___ >:.~~"ii(sQR.E()~~~5~~~1(~~E~T_i()~5"oNRE\I!Il.SE_~I~(~EDTORE~H!~K~_AT~~~-~..,'==::::"-",= ~nder pcmahles of perjury, I claclme that I hove examinod thi, rolurn, includinq oc;wmponying schedules and slalflrTI(lnls, and 10 Ihe) best of my knowledge and b."lia! Ills trUll, corroct and complete. I dadme Ihal nil rO(ll CHt<lto hm boon fllporlod clIlrut! markol vall.JfI, Decimation 0/ proparor alhar lhon Iho pononol ropresentatlYo I br.lletl on 011 information of which pfoporOI hell Clny knowlfldUfl, (,~,I::P:;~,::i;~S::,4~,:T:,~:N 5~':~:I:?IC S(l'ec(, Mt. Holly Spl'ings,l'A 17065 -'l' _ ~.. \...d'CIt.l\c,y.. 10 E. Ridge St., C8l'lisle, P A 17013 ,~:;:... ,{J. ..}".,/~ 5 S. /Iallovel' S(., CllI'lisle, PA 17013 b~-f{ Oct. ,19.97 OAT{U- OQt. Oct. ,J!lJlL , 1997 RIVL'CNHI ill hi ~ju [{lMMONWfMfll Of I'H-H~fJ'l'LVANI^ IwnRnANtf tA.X ~[IUNN RF.~lDfN' DfCWENT ESTATE Of~'~~-~='~~~ NELLIE M. MOUEH Joint tonGntl.I' NAME _"___.'_~_.'.'_"'_'__~_..__..m.._._~ ....,.._._~___ A, Eleanor l(ingsborough B. Jaclyn Shetter C, Barbara Wickard D. Kathleen Wickard HeCelClnger E. Kimberly Hagenbuch F. Kristin Wickard G, Kurin Wickard H. Kolene Wickard Spicher J, Karan Wickard J. BenJamin Hagenbuch !{. Mark Hagenbuch L. Joseph Hagenbuoh PAO!! 1 SCHEDULE F JOINTLY.OWNED PROPERTY . -- ,-~.. ~ -. . .- - -~"'--J fiLE NUMBER 21-117-297 . ._------_.~-_... .--- -.---. --~~ ADDRESS -.---.--....-.-...- ,.-.- 617 South Hanover Street Carlisle, PA 17013 &0 Maple Street Mt. Holly Springs, P A 1706& 10 East JUdge Street Carlisle, PA 17013 56 West Willow Street Carlisle, PA 17013 1461 Pine Road Carllsle, PA 17013 617 South Hanover Street Carlisle, PA 17013 162 York Road Carlisle, PA 17013 & &0 5 Wert zville Road Enola, PA 17025 159 South Hanover Street Carlisle, P A 17013 1461 Pine Road Carlisle, PA 17013 1461 Pine Road Carlisle, PA 17013 1461 Pine Road Carlisle, PA 17013 ,_~LAT.!~NSH !!'J'C?.!l~~r.oEN.!__ ,. Sister Niece Niece Grandniece Grandniece Qrandnlece Grandnleoe Grandniece Grandnleoe Great-grandnephew Oreat-grandnephew . Great-grandnephew UVlSIJI/!_.111111 W PA(]Ji 3 SCHEDULE F COMMONWCAl"l Of r[NNf.'iI'(ANIA JOINTL Y -OWNED PROPERTY INtlERITANr.r TAl( iUJURN RrSIOfNT IltCfDlNl ESTATii Or~-'~'~~~~--~~-"-~~'---- --.--. "--riLE NUMBeR ....'.-.- ~_.~.._- NIlLWi M. MOUER 21-97-29'1 ___ .__..._.uu.._..._ ~.-" --.....----.- --.. ..---.- "-"'- ,.- Jointly-owned properly I __w._..____..... ITEM LEnER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET I. INT. DECEDENT'S INTEREST TENANT JOINT ---~'-'- ---.---..----. n... __ ._._..-' 6, F 6/88 Comm. National Bank (Mellon) C/D #1800069012-C 7,000.00 50% 3,500.00 Accrued Interest to Jan. 22, 1997 28.83 50% 14.42 1971 Harris Savings Asn. savings accoun # 17-00000857 21,152.08 50% 10,576.04 Accrued interest to Jan. 22, 1997 34.44 50% 17.22 10/85 Hill Flnanclal (CoreStates) C/O #1641185194118835 5,131.13 50% 2,565,56 Accrued Interest to Jan. 22, 1997 20.88 50% 10.44 12/92 CCNB (PNC) C/D #21001055372 440.00 50% 220.00 Accrued Interest to Jan. 22, 1997 1.77 50% .89 5/82 $500 Series HH bond 500.00 50% 250.00 1/82 $200 Series Ee bond 305.00 50% 152. 50 9/76 $500 Series E bond 1,664.40 50% 832.20 5/79 $500 Series E bond 1,332,80 50% 666,40 8/76 $500 Series E bond 1,664.40 50% 832.21) 12/81 $1000 Series HH bond 1,000,00 50% 500,00 12/91 $1000 Series HH bond 1,000.00 50% 500,00 2/75 $1000 Series H bond 1,000,00 50% 500.00 7, a 10/85 Dauphin Deposit C/D # 8000087480 12,602.56 50% 6,301.28 Accrued interest to Jan. 22, 1997 165.94 50% 82,97 6/88 Comm. National Bank (Mellon) C/O #1800069021-C 7,000,00 50% 3,500.00 Accrued interest to Jan. 22, 1997 28.83 50% 14.42 10/85 Hill Financial (Core States) C/D #1641185014118817 5,131.13 50% 2,565.56 Accrued interest to JEW. 22, 1997 20,88 50% 10,44 Prior to CoreStates Bank statement savings 8/96 account # 833792-6305 6,414.74 50% 3,207,37 Accrued Interest to Jan. 22, 1997 7,72 50% 3.86 12/92 CCNB (PNC) C/D #21001055373 500.00 50% 250.00 Accrued interest to Jan. 22, 1997 2,01 50% 1.01 1/93 CCNB (PNC) e/n #21001055393 53,166.72 50% 26,583,36 Accrued interest to Jan. 22, 1997 149,88 50% 74.94 11/'/9 $500 Sm'les E bond 1,322.00 50% 661. 00 7/79 $500 Series E bond 1,336.00 50% 668.00 1/82 $1000 Series EE bond 1,529.60 50% 764.80 7/82 $500 SCI'ies IIII bond 500,00 50% 250.00 3/82 $500 Series IHI bond 500.00 50% 250.00 5/79 $500 Series E bond 1,332.80 50% 666.40 1/82 $200 Series EE bond 305.92 50% 152,96 7/84 $500 Series EE bond 576.60 50% 288. 30 7/84 $500 Series EE bond 576,60 50% 288.30 ---~----_..- .---.....-. _. ___ u__ '."__""_'_' ..---..----- -.. (If more spoce is needed insort additional shoots of some size) .... .-_. .-._-...__..-....---._---_... _._~.._..----_._.._--_."._-_.- TOTAL {Aha onler on line 6, Recopituialionl S Uv.l.~O'I f~ t IIHUI , -",,' .... V. .~, ". . -, .~ . j PAOlI 4 l SCHEDULE F COMMONWEAlTH Of "NNIVIVANIA JOINTL Y.OWNED PROPERTY IN.lflHTANCl TAX ~fTURN RffilDPNT PfC!DfNT ESTATE OF u, m_____ --=--'~~-~'--"~-----~"~'-=IPlLi"NUMBIR'- _-- ___,. .,________.,.~.Il_LLIE~.~ .,~~ ~E_~ '_m_ _____'n__L__,_..._______,_~,l_~~_~97 ~'jt,Q ~ Jolnflv-ownld propertVI ITEM tlUMBE LETTER FOR JOINT TENANT DATE MADE JOINT 8. 6/88 H 1/91 10/85 9, 10/82 6/88 10/85 10. 1/84 7/82 6/84 6/84 12/76 10/73 5/75 7/77 12/81 1/82 7173 6/76 6/79 11/77 8/78 1/78 1/84 6/84 6/84 6/79 9/82 J DESCRIPTION OF PROPERTY Comm. National Bank (Mellon) CID #1800069039~ Accrued Interest to Jan. 22, 1997 Harris Savings Asn. C/O #17-61-193476 Accrued interest to Jan. 22, 1997 Hill Financial (CoreStates) CID #1641185434118859 Accrued Interest to Jan. 22, 1997 $500 Series HH bond Comlm. National Bank (Mellon) C/O #1800069048~ Accrued Interest to Jan. 22, 1997 Hill Financial (CoreStates) C/O #1641185354118851 Accrued Interest to Jan. 22, 1997 PNC C/O #21001055366 Accrued Interest to Jan. 22, 1997 $500 Series HH bond $200 Series Ell bond $200 Series EE bond $500 Series E bond $500 Series E bond $500 Series E bond $500 Series E bond $500 Series IIH bond $1000 Series EE bond $500 Series 11 bond $500 Series E bond $500 Series E bond $500 Set'les E bond $500 Series E bond $500 Series 11 bond CCNB (PNC) C/O #21001055368 Accrued Interest to Jan. 22, 1997 $200 Series EE bond $200 Series EE bond $500 Series E bond $500 Series IIH bond --~~- .._..+--~--- ---'._-~- ~~---_._--+.._---_._-_._,- .__..~-~--+-_'.___~ +__........__ _.u_,.._____._.'. TOT AL VALUE OP ASSET DECO'S DOLLAR VALUE OF % INT, DECEDENT'S INTEREST ... ._+ __....4._____..._n ~______.,._,_ ___.....______. _......... 7,000,00 5096 28.83 5096 3,500.00 14.42 9,907,81 5096 37.63 5096 4,953,90 18.81 5,131.13 5096 20,88 5096 500.00 5096 2,565.56 10,44 2&0,00 7,000,00 5096 28.83 5096 3,500,00 14.42 5,131.13 5096 20,88 5096 1,000.00 5096 23,97 5096 500.00 5096 230.64 5096 230.64 5096 1,685,20 5096 1,871.20 5096 1,772,00 5096 1,855.40 5096 500.00 5096 1,529.60 5096 1,923.005096 1,714,60 5096 1,336.00 5096 1,474.00 5096 1,664.40 5096 1,478.00 5096 1,000.00 5096 23,97 5096 230,64 5096 230,64 5096 1,336,00 5096 500.00 5096 2,565.56 10,44 500.00 11.99 250,00 115.32 115,32 842,60 935.60 886.00 827,70 250,00 764.RO 961.50 857.30 668,00 737,00 832,20 739.00 500,00 11.99 115.32 115.32 668,00 250.00 TOTAL (Also ontor on ilno 6, Rocopltulatlon) s --~_."".._-~._~~~-~--~_._._--_. (If morfl space is ooeded ioser' additional thee's 01 same siu) UV."OYU'll1-UI . COMMONweAlTH m PfNNSVlV"'NIA IN.jf.NIMNct TA~ A~TURN RlttlD!Nl DeCHlWT PAGE 5 SCHEDULE F JOINTLY.OWNED PROPERTY ESTATE of--===~~c_-~ --~=-,-- NELI,IE M, MOUER ~-IF'I.ENUMti'ER u__ ,_ _u___ Jolntly-ownod proportYI ITEM NUMBE LEmR FOR JOINT TENANT DATE MADE JOINT 11. K 1/84 6/84 6/84 1/82 8/82 1/84 6/84 2/80 8/84 8/82 6/79 12, L TOTAL VALUE DECO'S DOLLAR VALUE OF OF ASSET 0/0 INT. bECEDENT'S INTEREST _____. ------". -------- - 1,000.00 5096 500.00 23,97 5096 11.99 230,64 5096 115.32 230.64 5096 115,32 1,529.60 5096 764.80 500,00 5096 250,00 1,000,00 5096 500.00 23,97 5096 11,99 230.64 50% 115,32 889,40 50% 444,70 230,64 50% 115,32 500,00 50% 250,00 1,336.00 50% 868.00 DESCRIPTION OF PROPERTY CCNB (I'NC) C/D #21001055369 Aocrued Interest to Jan, 22, 1997 $200 Series EE bond $200 Series EE bond $1000 Saries EE bond $500 Sorles H H bond CCNB (PNC) C/D #21001055367 Accrued Interest to Jan. 22, 1997 $200 Slll'les EE bond $500 Series EE bond $200 Series EE bond $500 Series HH bond $500 Sel'las E bond -- ----.- -.--- ._._--._--~-_.~,..~._--. ---- TOTAL (Ailo ente, on line 6, Recopilvlallonl .-......... -- ----.,~_.. 21-97"297 ---'~-_.-'_-P----_'_,_--",_---_,__,_--_",,_,.,_------__~______'___'_ __.._ s 12(),991.54 (I( more 'pace is needed insert additional sheets o( same siz8) IUHARRIS' D' sAvj'N(';S1TANK- Harris Sa\'ill~s Op/orations ('C'!llt'l (j:I~J North 12th SIII.t" L(lIllO~'lH', P('nlls~Jh'Hlljil !'/O,1:{ 71'1/'1:11.14411 71717:11,0:19" 1'". Ap:'il M, 1~7 Fret & 'l'i1ey 5 S:uth li:ln:>ver: Stt:eet 0:lr1isl,e, PA 17013 Tho inforr.ul,tion which ~'ou rd~ucr:.tcrl on the I\Ccount(o) of l'oelll.e M. ~bJer r""'~'''lOCl (Dodnl S,ncurity NumblJr J.72-<.f>-a:l14) is llS follo'lIl. Account ~umher(s) Class of Account J.7-wJ.J:f357 17-SIH93:02 17~-193476 Swirgs Cs.'tificate Certificate !'ria: to 1971 2-7--91 1-31-91 $21,152.00 $I,CX)l.85 $9,9:)7 .81 34.44 2.~ 37.63 ?J.,lffi.S2 1,004,84 9,945,44 ,To;l1t ~roint Joint Y.r11ltm WicJ<..m:l Kat.hlE;ell fi'3fe1fin;Jer 1Io1a1e Wid(anj l-/3-91 2-7-91 1-31-91 lillte Oponed Principlll lllllnncc AccruQc! !ntoront Dalnnce at Dote of Death Account Owncrllhip !lame of Joint Owner, if any PRte Ownnrshin W.~s Estnblinhod Additional Infor- mation 'Re~"nnte~ PlEi900 Il'l~ t:re survi\<X'S of these ;;w:xx:mts sign the erclCl'JEl."l W-9 fotl1B arc) return than to Ite in tho {lroJit'Erll!"Ml1cp;l. 'l1r1nk~. --~y, ~t;::! ~ ~/ C,t:___ - Q:etd1en L, O!Jle Sr.. l<etail rrlninistrati01 Servicm Pep. CoroHlaloB Blink, N^ PO QOl< 7fl19 Phtladolpbill_P^ 'II 101 . '/G Iii I April 16, 1997 CoreStates Bank Stephen D, Tiley Frey & Tiley 5 South Hanover Street Carlisle, P A 17013 RE: Estale of: Nellie M, MoueI' Dnte of Death: January 22, 1997 Dear Stephcn Tiley: In response to your letter, please be advised that the de,cedent held the following accollnt(s) with CoreStates Bank ns of the date of death: ACCOUNT DATE DATE PRINCIPAL ACCRUED IYPEINUMBER ACCOUN1' TITLE OPENED CLOSED D.ALANCE INTEREST Savings 8337926305 Nellie M, MoueI' or Prior to 6,414,74 7,72 Kurin M, Wickard 08/19/96 Cel1ificate of Deposit Nellie M, MoueI' or 10/25/85 5,131.13 20,88 1641185014118817 Kurln M, Wickard Cel1ificnte of Deposit Nellie M, MoueI' or 10/25/85 5,13Ll3 20,88 1641185194118835 Kristen Jo Wicknrd Certificnte of Deposit Nellie M, Moucr 01' 10/25/85 5,131.13 20,88 1641185274118843 Kimberly Ann Hagenbuch Certificate of Deposit Nollic 1\1, M,)uol' (,I' 10/25/85 5,131.l3 20.88 1641185354118851 Karen Noelle Wickard Certificate of Deposit Nellie M, MoueI' or 10/25/85 5;131.13 20,88 1641185434118859 Kotene E, Wickard I trust that we have been of assislnnce 10 you in this matter, Sincerely, CORESTATES BANK, N,A, 26j::aL~_C'~J;:I..___ Diane Jell #1 94lli' (\:-';~ql IN REPL.Y REFER TO: RE.PORTING SERVICES FG rY}O.:\.235 ~O [,tW 'j 102 REAIYNG PA 19603 ,,10.GGli.3:'l(i3 DJ/dh . .."" ,,, 1"11 ~:,'~:9~ J l ,~.V~' WMMONWfAlIHo,mmmVANIA SAFE DE~OSIT BOX _ __ _ ~:~::~1i~litA:'~::~ , I~V~~"~~R~ ,___ PI.a.~rln' ar Typ!", MUST BE COMPLETED BY REPReseNTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS lOCATED AND RETURNED TO AROVE ADDRESS COUNTY CODe FILl NUMBER SOCIAL SECURITY OR DEATH CIRTIFICATI NUMBIR "'].-, '.:17, 0197 nc'>- -- ();-,. ),(914 oe~~f~N~~ {LAST'~' ~Dt'~~ I <1- -~'--f-\-----~'-"-"-"-----=-~D~A,T~ 7 "---.-- ADDRESS OF DECIDE NT (SlRj/TJ (CITYI (STATeI IIIP COO, I '-1 (../ ;:;r W~ v1.- \3. ~"""',' 0-J ,c:,?-J..'2:.~~- tJ.tP:::...J2JliJ. NAMe AND ADDRESS OF PERSON REQUI5TING THI OPENING OF THIIAFE DEPOSIT BOX (NAME) /!2e/..r::...y-=:....,-G...J"L-t..-5.:..L, fr rrz,,,,,,, ~ 11 (:iTREfT ADDRESS) 1 (CITY) _ S S ( .1 """..-.J , ,J ~ .-- S, T C.-,. .-1 , ..~ I' ' NAMI, ADDRE~S AND AELATIO..!4StHP (IF A'~Y) TO DICIDINT, OF PIRSONISI PRISINT AT THI BOX OPINING Q, lNAMEI (RElATIONSHIP) ~ c< c ( l' ~ h "i..- +f 6'(' .If:i..p '- <..J-;"' d"-1. 'f (STREET ADORESS'..L!:J ,.. D, ICIT'9-, - {STAT'I {lIP COD" __ S 0 (>1 ~ n.-f" ~ 1"" 1 j..()-t!J~/ C,., t--.-.v.1 ,,<'c;:>- 17 0 I...:?_ b. (NAMEI . (RelATlONSHIPl ar=:: () &.\rbC.(('C1 \..0, do: ({,J If--t;(d<--,:! t-r:-~___ ISTREET ADDRESSI {CITYI ISTATEI IIIP CODEI \ 't> "1: (L d,'-0- O.-:{' c.,.., LJ,,- rIB-) 70, '? c. (NA.M() 0- (RelATIONSHIP) S' r.:,/,/ , "" '-'-; )/ &l-:rTZ {SIR!!! AODRESsI - 'L v L ' (' "/ (W~~--/ 5 S' ;Jr-rrJ;./'L-,- 5'1 c,:r-.-JI..Jk. NAMI AND AODRISS OF FINANCIAL IIISTITUTION WHIRl THE SAFB DIPOSIT BOX IS LOCATED fN,.4,MF.) -- ci:.:::;>uv pI-" ~ ~ (STREET-ADDReSS) 1_ ,~ 8- ,:,J / cf"71f/'" /:7/(" NAMJ, OF PERSON MAKING LAST INTRY r;, C( r ho..rc... lrv t c.A< c..( ,. .:._1 LU l l L DATI OF CONTRACfio RINT BOX IifNUMBER OF BOX It, - J 0 - (, '1 L___ l-/ J'1 NAI.<l AND ADDRISS OF PIRSONISI HAVING ACCESS TO BOX ft,-iNAM"E)- - 15TAT" IIIPCOD', /1>- (5TAr'l I::; u) 3 (lIP con'l C::"I Udc /'/!- ~.2~n,,", ICITYI /70/:5 DATE AND TIME OF LAST UlTRY I . '2 c(, 0::;7 TITlE UNDER WHICH BOX IS RIGISTEREO , 'Z !...LL~~6 U'LI ___ (STAT!! IZlP CODE) b, {NAMel ISTREfTADDRE~-~ (STREEr ADDRESS) lCITYI ISTATE) IIIP cooel 1CiiY}- (STATEI IIIPCOO'I NAMI AND TITlE OF EMPLOYE TAKING THE INVENTORY WAS A Will IN THI BOX1 DYES DNO If V", a, Dal. af willi ______ b. Name and add,... of p.nonal r'pt...nlatl".. If named In tht will INAME' (STREET ADDRESS) ICITYI ISTATEI (ZIP COO!) c, Nam. ;~d addr... of atto'''';v~;nv-. (NAME) (SffieEfAOOR"ESj--- (CITY) ISIATEI IllP CODE) I ~ z 0 i 5 z ::l ., Z Z 0 ~ u ~ '" III ~ 6l ... ~ .. 0 ::l ~ ~ ~ .. z " ~ 0 a 0- Il: VI III ClI)- Zac ge -z IIlw illi:> Uz e- III <( z .. - :ow ~ >-" IS :z~ cO z~_~ +le",~!> ~1.I.1.I.2~ ..~OONo.; "",; "'Z>-'Cl' -.. bwc..a:: ~~1!::~ ?;a:: !!! z~ D:: ow '" ~o ~ ~ v "' ~ I I I I I \.0 I ~ w :; , Vi ';) II ct l: <"" ~-- ~- --..- --, - - ,- - --.....-. - M' ---. "-i - ~ .... '..J -.J v' <. f-- ~-- . -- -- I-- - -. -1----- -.-- ~~~ f' " Q ~ C\ \A ~ v C\ ~ t'l \~ ~ \,,;. k t1 ~ ~ ~ ~ l,\ l", ':') \~ 0- ~ "-. S: ~ "-.; )' C' ~ '- ~ ~ ...~ .j "'- ... ~ ~ \' ~ ...... ...... f " I..'i- .... ~ ... ... .... ...... }. ... .., .... -1--- - \lJ -- \U 'iT' It- c;-- 'u \\,) \.) \i.) I\) '\j III ~ r\ ,.... 01" III III \l \U \~ \1) ~ \;,J I-\) C; A ] t".l :;,.. I') " ""' e 1("'1 J-..", " tv, ~ " ....1 ~ \., '" (' ~ J )... '"' "" oQ ~ f' ~ R r~ Q N z rv\ I"- 0-.. ~ ~ 'Q .... .:>.. .... 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M lI\ (/) M ...J C\J ...J H ~ (/)3 H U. , 0 ~ ...J 0 0:: ~5OC ~ 'W U... o ~~ !z (/) ~... >- >- ,. <l:UJO~ $ III ltt!l ~U . 0 <J:W , ~ e: ~ EO:: ~ W <~ W u 12 UJ OC ~W ~ ~ ~ a: i 0:: III < ..J W >. Zw ~ ~ z CJ - wZ 0 ~ Cl,~ rr:: a:u. ~O z - r- Wtll W... i 0::0 Cl I-r- 0:: ~ lfl... <l: l.: h'l <J: 0:: U ll- l.: W<J: .... 111 U :>Cl. I ~ :1 111 H 0 ... :3: Z . z ~~I ~ JI ~~ H # 0 Z ... t- ~ II H ~ (/) U ... lflH .... W 11m fil tIl r--o:! ~ 0:: J: H ~ ~ ~ 0:: ...<J: ~! ~ I ~ u ~ -llU i5 ~ ~L CIl ~ ~ ~ I ~ ~ ~,' ;,c,";, ~t\ \ ';~.',./ ':,~_:,:\ ' , ,oj ,_ .. " 'I '1,1: rn i ill .It O)i ~I Ln co ....... ' ~ i i II 1:11 I ~ ~ ~ ~ ~ .0 . trl ... 11\ z ~ . m ... Q ;; z i ~ .... z~"" z~~~ ~V)Z~ Wo ~uz ~ I EJ \J \~ ~ ~ Q ~ ~ Ul ..J ..J .... Ul3 .... u.. llJO ..J 0: .llJ Uf- Ul >.... O:(!) CIllJ E:O:: ~ cc ... ! w 0- > co ~ I llJ trl 0: ~ 0 .... cL ::I OJ ['-' Ul W ..... llJ 0: .... Z ~ > ::I Ul llJ OJ (T) Ul it Cl..J In I- ... 0::.... w llJ 0' <l:f- llJ ['- :;.: > 0: ..... ['- WCl llJ I- 0- .... ..J Ul cu E: 3Z .... CI 0 llJ cu I- 0: Cl, I W :.::C ... llJ ['- .... Cl, ..... Cl > . 0- ~j Cl <l:llJ 0 llJ 0- Z lY.f- # Z Z ..J ..... _llJ ['- <I: ['- CIUl :.: llJ CI Ul I Z 0- ..J 0- m W :r :r ... z ..... lZo: , 0:: , 0::0 llJ Il.. ..J 1m cu ..... llJ C\J <1:' :r ~ llJ Ul ~ i!j ~!Z :::.. m cu mw U ~. t: x , '" Ul trl W ~ ~ ~ gg 133 ..... .. 0 Q z~ ~ ~ ~ Q V) '" ... W -", o ~ ~ .. i ;:l > ~~ 0 z 0 W ~ ~ ~ '" .. V) lrl 8 ~ '" ..~ Gl6Jmllra ~ "' r ~ I ..~ .-.'" IUV.UOO fX". 17.Q4) I!! ",:5" lllfl:l ~I~ Jo... wili .... Bf , I,:;, ,.", i)o .... .~ * z .. S E !1;: It. .. -..--f~~..!l~~~l...'...riJ!'y~_ mEPHON~ NUM8En UI71-... 243-583_8,,_ I. Real Ella" ISchedule A) 2, Slack. and Band. ISchodule BI 3. Cloftly Held Slock/Partnltnhlplnleresl ISchedule C) A. Mortgages and Notes Receivable (Schedule 01 $, Cosh, Bonk Depollh & Miscellaneous Per~onol Properly ISchedule E) 6, Jointly Owned Property {Schedule Fl 7, Trande" IS,hedule G)IS,hedule LI 8. Tol(ll Gran Assets (Iotallines 1-7J 9. Funeral EKpensu, Adminislrallve Cosls, Miscellaneous Expenses ISchedule HI 10, Debts, Mortgage lIabllilies, liens (Schedule I) 11. Tolal Deduclions (10101 Unes 9 & 10) 12. Nel Value of Eslale (Une 8 mInus line 11) 13, Charllable and Governmental Bequosh (Schedule J) 104. Net Value Subiecllo lo~ IUno _~3.minvs U~e 131 15, Spousal Transfets (for dates of death aher 6.30.9.41 Sett In "ructions for Ar,plicoble Percenlage on Reverse Side. {In dude values rom Schedule K or Schedule M,l 16. Amovnl of Une 14 ""xable 01 6% rote llnclude values from Schedule K or Schedule M,I 17. Amount of line 14 taxable 01 15% role (Include values from Schedl/le K or Schedulo M.) 18, Prlnclpal tax due (Add lax from Unes 15, 16 and 17.) 19, Credits Spousal Poverty Credit Prior Paymenh + ----. "LIMBER _, B. Tolal Number of Safe Depolit Boxes ,~ "";.;\ ',Ii -.,c;',.",,;,,- 5 South Hanover Street Carlisle, PA 17013 -..- ~-'~----"." _..~ ...~~~---_.__.. - 111.. ........--.... ...-.......-.--,..-.-, 121 ..-.....-.......--~---- 131 .....-...,.-...--.,-..-..-,--, 141 ..........----........-~.-, 151 ..__..._......__~--'-- 161___.".._._.... 4.846,60 171 _..,..",---~~- IB,I --,--_.!!848.~_...~ FOR OATIS Of DIATH AnlA 12/31191 CHICK HIA. INHERITANCE TAX RETURN ~o~::~yll~:~OITlS CLAIMIO [ RESIDENT DECEDENT flU NUMBIR COMMONWMLTtl Of PENNSVlVANIA (TO BE FILED IN DUPLICATE DEPARTM'NT OfR'V'NlI' 21,-WI-2H7 HARR"m:b, ~~on:"O'OI " , , WITH REGISTER OF WILLS) , , ,COll"TYCOIl' ".., YEAR OfCEM, ~L"i,'~,:'~i~,LLt;"~~","'"',li,'. ~,',.,',',----,~,-, ~,'~"", ..,',1""';~:'~;,;~.::,,;,~om. Il;,:,'~,- ! socl~'7s:~~:~[~~j~"- - ---- ni~;~7~~'- r~iI7/~71897 (",,"~~al'l~~~e~I:~1 \~1I 13 _.._:~ '~:;''':~':,"';'''iiC''O;'''-''''Mi"'''-'''\I'i''~'''''' """",' . .J\OC~I\fCURlfY NUM'f' r AMOlll" RliCEIViOI~I.:\T"UCH()~\I..., .,... ...'_'..._,...,_ ......,.. [11. Original Rott;rn [XI 2. Supplemental Relurn \13. Remainder Relurn (for dale. of dealh prior 10 12. 13.B2) [] .4. limited Eslote [J 4[1. Futuro Intorett Compromise r'l 5. Federal Estale TOI< Return RequIred (for dale5 of death uher 12.12.B2) [] 6, Decodenl Died Tellale [I 7. Dflceden! Malnlained (I Living Trusl (Alla,h copy of Willi - IAIl",h copy of Trulll amot'fJllNC:'AHl'jC()N"b'NlI~L.f"lfINFbRMA'tlQtOHO"LO II Dl.Ec;111:l fO,: NAME - - - ~ COMPlEH MAILING ADDR~SS ~ Ie ~ III .. ... S (9) 1101 -- 1111 1121 1131 1141 1151 )(,...............= 4,846..Iill___ 4, 846.1iD.. x ,06. 1161 . 4 846.60 117) ...___=__~_...~x ,15. 726.99 liB) Discount Inlorest + 1191 120) 20. If line 1911 grealer Ihfifl line 18, enter the difference on Une 20. This It the OVERPAYMENT, Ii1ID C1wc'k hCII(, ., you CUt;! fr.qu~1tll1g fl fefund of vour ovcrpoymt'nl 21. If line 18 h greClhH than line 19, enler Ihe dlfferen<:8 on line 2'1. Thi,i, tho TAX DUE. (211 .,,,,"71~..!,~"~._...____. A. Enler the inlerotl on Ihe balance duo on Uno 21A. (21AI ...._---'l7~____ B. Enl" Ihelolal 0' line 71 and 21A on line 21B, Thi. i.,h. BALANCE DUE, 12181 .._....____....IH...7,!L...._..... Make ~.h..,~~.p.~y!:1_~.I.. t~_l Regll'.' _af W.I_I~.!~~.nt . ...__m_...___" r ... )1>)1> I' SURE VO ANS_\.'II~~.~~~_QUE!TlaNS O!l_~!.V.E~~.~_I~~,A~ TO... RECHECK ~_~TH ,~<(N,{ Under penaltiflJ of periury, I dndere tho! I havo examinod thil roturn, including Clc(ompony'ing ,chedulos and stoltltnenh, and to tho b4:ut of my knowledge and h"Uef, Ills true, r.orrecl and compl"to. I dedorolhot all real 8il0lo has boon Toporlnd 01 truo mcuko! v'lltle. DeclorOlJon of propartlr olhor Ihan tho porsonal repre,entall.,,8 II baJed on 011 lnformtllion of wh.ich preporer.hm anyk~owl.~dg~. StO flJR~of\lfR56NREsl"bN.sliiiEAo~'FllIdGR-f1uRN --- -A[JtlRE'i . DA'fC--~~~--~ X 'I< Ct.,dfn ~? ~R~?f "fl-Al,i~ri~":Aiffl~'fti"AIIVI ~\~):~.~';;/\ Ji'-'f'.!i".'".... .Jan,.]{J.,L!..~,9.L" [)Al~ 511 MapleStl'eot, Mt. Holly Spl'ings, I'll 17065 AlIDRE'i'i III E. Ridge St., Cnl'lisle, I'll 171113 Jan,.J",,__-,}9~L_ 5 S. llnnovel' St., Cal'lisle, I'll 17013 . . "'''''''', 1'''''1 . SCHEDULE F 1 COMMONWEALTH 0' P<NNsnVANIA JOINTL Y -OWNED PROPERTY INHERITANCE TAl( RETURN RESIDENT DEcEDeNT =~A~E~~F~--~=:==~=-_:"~:_==~E:~;~-~._;()U~R_,_,-:'.. . .,.,...,.,,_.. --1~ NUM.IR--~1_;;~29-;-- Joint t.nanth~1 __,___~ME __ A, Ko1ene Wickard Spioher ____,_ ADDRESS 5505 Wertzvl\le Road Eno1a, PA 17025 --!ILATIONSHIP TO DECIDE~!.._ Grandnleoe B. C, "'------ ...-- ---.,-...-.-- -- Jointly-owned property' --- ITEM LInER DATE fOR MADE DESCRIPTION OfPROPERTY TOTAL VALUE DECD'S DOLLAR VALUE Of NUMBE JOINT Of ASSET %INt, DECIDINT'S INTEREST TENANT JOINT . _._---_.._~ 1. A 6/84 $200 EE savings bond 230,64 50% 115,32 2. A 6/84 $200 EE savings bond 230,64 50% 115.32 3. A 1/82 $200 EE savings bond 405.92 50% 202.96 4, A 9/79 $500 E savings bond 1309.80 50% 654.90 5. A 6/79 $500 E savings bond 1336.00 50% 668.00 6. A 6/76 $500 E savings bond 1714.60 50% 857.30 7. A 8/79 $500 E savings bond 1309,80 50% 654.90 8. A 6/77 $500 E savings bond 1655,80 50% 827,90 9. A 12/81 $1000 HH savings bond 1,000.00 50% 500.00 10. A 6/82 $500 HH savings bond 500.00 50% 250.00 TOTAL IAI.o enle' on Iin. 6, Recapitulation) $ 4,846,60 (limo,. .pace i, ne.dod Inserl additional ,hoo" of .ame .ize) 1 jJ . ! ! I I I i I I 1 1 I 1 1 I I I I I I I I I I I I ! I I i * "*1 ~~ o Q C\l '::> ,.... C\l ~ , o z ~1- Q. ~W :li~ 0 il\;w W ~Qa:: ;.j z ... >c( IJ) w c( Z (J _ Zz 0 w.. _ Do t: u. a:u. ~O Z - i i~~ ! ~U E I~i ~, I~n o~I~~ .~ . ; " ~~ ~ ~ ffi"a: 5~U <UJ8z ill " I ~ ~ W 10 0: 10 .... 0 ::J OJ l' .... Ul f- W U1([ ~ ~o.. r: f- W U1 . l!l ffi zo: .....:;l 0: ~m :ii III U 0 0 ........ If (/)~ ~ :t U1:x: 1- 3U ..... ~~ W ~ L ~ ,',. , ~ ~. ! ~Nj .... Ul3 .... 3Lc " 0 ~ '0: "~ 'W \'" u.... " U1 >- >-.... Ol IX: (!) o ([ W ~ F.t:c iii lrl a: '" ~ ~~ ~~ ~) , \'t ~~ ~ ~~ ~~ '~ ~ I ! Z Q ~ ~. zffi ~ ~ &:l ~ ~ UJ ri: ~ i ~ ~~ 6~~ ~C ~ ~,D ~~~ , I 1 i I I I 1 1 I I I I I I I I 1 I I j! ,- I ~ 1 o 1 ~ [$;1 .... ~ 5 ~I ~ ~I z ~I ~ ~I ~ ~I ~ ~ .~~ 1 UIll ::30... 1 rn 0 I I o::x:o f-.. fJl :.:: w. Sl[ w:.:: ~ Q -l (J,;> I >-ow ~~iS ~I (/) Lli ~ I '" (/) , a: , ~ ~ ' a: PURPOSE 01' NOTla I PAYMENT' REfUND (eA) I ~!': "1 ',rl ~" ,- f~~ ' " I~L': t'-. p, .v .1"';; 08 To fulf1l1 the r..,.r-.nh of hotlon ZUO of tM Inhlrlt1nol 1M t.tat. TIM Act, Aat 21 of 1"'. C7' P.I. SecUon 9140), DetlNh the top portion 0' tt'lll NoUc. n lIUbIIit '11th your paYllMt to the Rllht.,. of NUll printed on tM ,.IVI,... ,ldti. ~" ..... ohfMlk 0,. ""'Y or"" Plyeblo tal REIUStER OF' WILLS, AQENl'. A refund of . tax credit, which .,.1 not ,..qu..t-.d on the hK rflturn, ..y bt !".quIII'" by cOllttleUng WI "Appll~t1on Inr R.fund of Penn.>>lvlnJI I~rlt~. ~ E.tatt TaM" (REY-lSIS), Applloatlon. Ire Ival1ebl. .t the OfficI of the A_hte,. of WJih, any of thtl ZS Rlvenue Dhtrlot Offica. or by cllllng the t;peOlal 2/j-hour ."....rlng 'o,.vlal nulIber. far for.. orderlnQl In P....".yll,1~l. 1-800-SilZ"USO, outda Pemlvlvlnl. and ..!thin local "-rdnur, It.. (711) 1111-f10~, TUD. (717) 71Z-ZZ5Z (Hurlng IIIPIJrMl Only), OIJECTIOHSI Any party In Inter..t not .IIU.f111d liIJth the ~r.hlHnt, IUOWttnl'll .or dlsallowancl of dHuotlon. or .........t of tax (Inoludlng dlacount or Intlrl.t) II .hown on thl. Hotlcl ..y obj~t within .IMty (60) dD~' of rec.lp. of Uti, HoUe. bYI ~.wrltt~ prate.t to t~ PA Dlplrt-.nt of Re~enu., Board of ApPlll., bert. 211021. Hlrrltbur., PA 1112'~lD21, OR --.lecUng to htI..,. the! .aUtlr deter.lned .t tt~ IUdIt of the KComt of the ,.r.onet repr....,tnU..,., OR ~.....t to tha Or,.".".' Court AIlIlIN- IITRATlYE r.oRAfCTICIHSf IUSCCUNT I PENAL TVI INTERfIT I FlOtuall 'rror" dheaverllld on thll ......aent ahouJd ~ addrl.. ," Nr1tJIlI tOI PA Departlllflt of Reyenue, lur..u of Indl..,IGk..l TIMla, ATTNI Pa.t A.....lftnt R.~I.w Unit, DEPT. 210601, Hwrr1fbur., PA 1111'~0601 Phone (711) 1A7~6505. $.. p... S of the bookl.t "In.tructlon. for Inn.r1tlnO' T'M Return for I R..Jdlnt DIcldent" (REV-lS01) for In 'MplRnatlon of adllnl.tr.tl~.I~ corr~tlbl. .rror.. If &If'ly till due II p.ld within thr.. (5) c.I"'r IIOtlth. .ft.r tM decMfent'. dNth, . flvI peroent (IX) dhoount of the t.>c p.ld Is IUoWMl, The IS~ tll)C ..,..ty f'*1-p.rtlclp.tlon (lIMlty .. aOllPUtld on the total of tM t.M IlncI Intlrut ...w..., ~ not Plld beforl January la, 1996, the flr.t dey 1ft., thllnd of tho ~a)C .......tv P'lf'lod. TM.. non.p.rUClI,.Uon PIMI ty it .,..11b11 In the .... fIWlnIr end In the the II'" U.. per IDd .11 YI)U would IIPPHI the tax end Int.r..t \hit hat bHn ........ II Ihdlclt-.ct on thh notlCI. Intlr..t I. ohIrgwJ beg I,., I... tIllth flrlt del/' of delinquency, o~ nine ('1 MfIthtl Ind OM (IJ dely fr_ the at. of dMth, to the dlt. of pa~t. Tell:lI Io'hleh .__ dlllnquent bsfur. .J8nl.Iary 1, 1912 bear tnt.r'lt et the ratl of .IM ('~) perc~t ~t ~ cltoul.tld at a dllll/' rat. of .000164. All tu.. Which bee... dlUl'tqUInt on or after ......r)l 1, 19.' will bMr Intlf...t at . r.t. Mhlth will v.ry fr. e.l.... Vlar to ollW1d1r' y..r ..lth that retl 8mOUIlCltd by tho PA DepartMltlt of Ae~enua. ThIi .,.1101lb1. lnt.r..t rltl' for 19" through 1991 .r'l V.., Int.r..t Rlt. DIlly Interalt FKtor Vear Intar.at Aata Jltlb Int.t..t F~tor 1t'2 ZOX . DODS4. 1911 'X .000241 1..5 I'" .0000. 19M"I991 m .000301 1914 IU .000501 I"" 'X .000247 1915 15X ,DoD5% 19~13 -1994 1X .000191 1'" lOX .000l1" 1"5-1997 'X .000247 --Int.rllt 1. oeltlul.tld II followll I~T . BALANCE OF TAX UNPAID X NUKBEI Dr DAYS DELI"QUEJrf X DAILY INTEREST FACTOR ~.,"y Motlo. I..ued .ft.r thli till: bIo~. delinquent will rlfllet In Int.r..t otlcul.tlon to fifteen (IS) day, .yond the date of the .....lHf'It. U PlYMnt h Ada aft.r tM Int.r..t COIlPUt.Uon dltl shown on U- NoUea, .dcUUONIl Int.rllt ..at be OIlcu..tld. 04-06"98 MOUER 01-22-97 21 97,,0297 CUMBERLAND 101 [~~~~~=.~:~~~~t:~~=l MAKE CHECK PAYABLE AND REMIT PAYMENT TOl REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ii!'v:is4'r i'X -"j:ji- COl,: "T -Nlif i cir.oii-iiiiiiiffi'iiiicE - T"A'x-X,;iiiiA' f liiMiNT -; -Ai. i:ci'wAiic nil".. - -. -.. -- - -- - -- DISALLOWANCE OF DEDUCTIONS ANQ ASSESSMENT OF TAX NELLIE I'i FILE NO. 21 97-0297 AtN 101 APPROVED DEDUCTIONS AND EXEMFTIONS: 9, Fun.,..l E)(pen.../AdM. Coat./H1Io. Exp...... (Sch.cNl. H) (9) 10, Debh/Hodgell" LlIIbil1t1ee/Llen. eSchedule II (10) ,00 11, To'lel Deductione (1l) It. Net V.I.... of Tex Return (2) U. ChtorUoble/Clover.-.tol 1Ie_.hl Non.el...t... 9113 Trv.to (Schedule Jl (3) 19. Net Velue of Eet.te Subj..t to T.. (19) NOTE: If.n ........nt w.. i..uld previou.ly. lin.. 14. 15 .nd/or 16. 17 .nd 18 will r.fl.ct figure. th.t includl the tot.l of ~ r.turn. .......d to d.t., ASSESSMENT OF TAX: 11. AMOUnt of Line 19 et Spoue.l rete 16. Aaount of Line 19 texable .t Llne.l/tl..e A rete 17. Aoount of Line 19 t.xable .t ColletereI/Cl... . rete Ie, Prlnclpel Tex Ova /5--ll{! 3 COMMONWEALTH OF PENNSYLVANIA DIPARTMENT OF RIVENUE BUREAU OF IND~VIDUAL TAMES IHHEIUTANCE TAK DIYISION DEPT. Z80601 HARRISBURG, PA 111Z.-06~1 NOTICE DF INHE~ITANCE TAM APP~AIIEHENT, ALLOWANCE O~ OISALLOWA'~E DF DEDUCTIONS AND ASSESaHENT OF TAM FREY AND TILEV 5 S HANOVER ST CARLISLE DATI UTATE OF DATE OF DEATH FILl NUMIER COUNTY ACN PA 11015 18TATE OF MOUER TAM RETURN WAS I I X) ACCE~T"D AS FILeD l ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO, 01 1. Reel E.t.t. ISch.dule A) ell Z, Stook. llf'ld Bond,. eSched<,le Bl e21 S, Clollely K81d stock/PlIrtn.rah!p Inter.lt ($chedul. C) (3) 4. Hortgage./NoteM Rec.lvabl. (Schedule DJ (4) 5. Ceah/Bftflk Oepodta/Hllc. P.r.ol'l.l rroplArt.'l (Schedule E) (5) 6. Jointly Owned Property CSchedulA F) (6)______ 7, Tran,fere (Soh_dul. OJ (7) a. Tot.1 A..lllt. ..........2.9.. J..!L .00 .00 .00 4,846,60 ,00 la) ,00 US) ,00 (6) ,00 u71__170, 547,21 M ,00, M ,06. M .15. Ilel TAX CREDITS: PAY"ENT DATE o -11-97 10-07-97 01-30-98 RECEI~T NUHllER AA185379 AA242315 AA269710 DISCOUNT 1+) INTEREST/PEN PAID 1,,1 825.00 .00 17.77- Al'IOUIfI PAl D ~5,6H,00 8,355,09 744.76 TOTAL 'fAX CREDIT -------- BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Df ADDITIONAL iNTEREST, l> * ".,1141 U &1, 4"-.,1 NELLIE M DATE 04-06-98 NOTE I To Inlur. proper oredl t to your Mloount, .ui>ait the upp.r portion 01 thh for. "1 th your tax p.YHflt, 4,846.60 00 4,846.60 ,00 170,547,21 ,00 .00 25,582.08 25,582,08 25,582.08 .00 .19 .19 If TDTAL DUE IS LESS fllAN tl, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDlTM lCR), YOU HAY eE DUE A REFUND, SEE REVERSE SIDE OF THIS fDR" fDR INSTRUCTIONS.) l\riH '-.'1 , ~ 16 I;i, <~\,i RESERYAnOt.. E.t.t.. of deoMtlnh dyJng on or blfor. Dee"'r 12, 191' .. U InW future Int.rWlt In ttte ..t.t. Jt trM'flrrMf In po.....lon or enjo~t to Cl,.. I (co11,t.r.1) ~flcl.rll' of thl decechtnt .ft.rthl'IMPlr*tlon of any ..t.ts for lIf. or for ~tlr., the CORMnW.Uh t'IIrMY Ixpr...h r"lrVII. thl rJont to "'''11,. Il1d ...... tr..lf.r InhtrlttnOl rIXI. It thl l...ful ell.. I (co1"t,,..1) r.tl on ..w .uch future Int.r.lt. _01' NOTIell To fulf111 thl r""lr..."ta of S~tJon 2140 of the Inherltancl ..... E,tat. TIM AGt, Aot Z1 of 19n. (72 P.S. hoUon 9IU). PAVNENTI o.t"h the top portion of thh NotlC:1I Ind 1Iub111t with your P'VN/'lt to thl Rtghtlt' of Willi prlntld on the r.ver'l ..Id11. -~..... check or ~y flrMr paVabl1 to I REGllTEa OF MILLS, AGENT REFlIfD (CA)1 A rtlfund of II hx Clr.dJt, which.... not requellt~ on the TIM Rlttllrn, '.V ~ r~.ted bv ooepleUng en "Appl1olUon for Rlfund of Pennlvlllenl, Inhtrltanu Md E.tIItl h)(" (REV-U15), Appllc.tJonl ar. .",.Ihlbl. It thl OffiCI of the Reohttr of WlIlt, any of thll l! Illll'~ Dhtrlct Off IClII , or bv ClUing the IPfHjt.1 U~hoor an....rlna ..rlllcl ~rl for for.. ord.ringl In Penn.yllltnh 1-800-362~2050, out..Ide Penn.vllltnlt ..... within loul HtrrhbYrg IIr.. (717) 711r-a094, TOOl (711) 772.2252 (Helrlnt I.,."ired Onh), OIlJECT2OHSI Anv plrty In int.rut not ..thUed with t~ 8f'f!rti..-.nt, aliowanc. or dlsaUoWIWlCII of dlductlon" or ....Ullent of taM. (Including dhcount or Jntlrut) 1111 .hown 01'1 thh Notice lIlJ.t objlct within .hcty ('OJ daYI of rNllpt elf th1l HatlCI b~1 .'.wrltten prottlt to the PA Dtplrtlllflt of R11.I1nloW, Soard of AMteall, Oept, 211021, Herrhburllll PA 11UA-1021, 4R uel~tlon to ~..,. U,. Athr dttlrlJned .t eudlt af th. accOl.W1t of the pereorlll1 rl9rs.."te\llll, 0.. ulPP8al to the Orph.".' Court. ADMIN ISTRATlYE C~CTIDHS I FlICltual Irror. dhcovlirtd on thil UI....."t thIx.lld bel addr.ued In writing tOI PA Depart""t of RevGnUe. IllrNU of Individual Te)(u. ATTNI Po.t A.....HIlt R.",IMl Unit, o.pt. 210601, Harrhburlll,!JA 11126-0601 PhoM (711) 711-6S05, S.. PDII 5 of thl booklet "[n.tructlOl'lI for InhtritlWlC' Tt)( Rlturn for I Rlltdtnt hcadent.. (REV-ISO}) for.., Ixpilll'llltlon of edIIIJnlltt,.IUvlh corractlibil IrrO,.., D I ICCUrT I If "'V tlM. due Is Plld witt'lin thrNl (3) c.landtr ~thl IIfttr tM lMclMtnt'. delth, . filii ~rctnt l!i;() dlscOWtt of the taM. Plld I. 1110w0a. PENAL TV 1 The lS;( ttM ...,.Ity non-PIIII"UC)P.tlM f*\4IH'I II COIlpUttd on thti to\ll of the tax WId lntu..t tI""IId, Pnd not Plld before JM'lUlry II, .\996, tM flr.t d.y tift.,. t.... end of thl t.~ ""'Ity p.r1ocl. Thh nloln-PlrUclp.tlon pent it 'I II .....1_1. In the ~ IIIMIr IIOd In the thlt ._ tl.. period II YOU would GlP9MI tM tlX W'Id Inttre.t thlt hII. been 1II...tad II Indlcet-' on th 11 notice. INTEREST I Intlrllt hi chtrllN beelMlnt Mith Urst; dav of dIrIllr'\qUln(.v, or "I". If} IOnth. and OM (l) dlav 'rOIl the date of ..th, to thli det. of P'Y'IIInt. Tlx" which ~ delinquent IMforl Jtnuary 1, 1912 bll!" Intlr..t It the rtt. of .he (6:C) ptrcent "r MVl!..- c.1cuhted at . ~Ih retfl of ,0001". All t.liI" which bee.. dliinquw,t on Md Iftlr Janu.ry 1_ Ut2 wl11 Nar Intlr..t .t . rote wtltch Nlll vary 'rOl r..iendlr YI.r to cll"'r VMr with that rot. ~ad bV t~ PA Dtp.rt..nt of Rlvenut. y~ ~llaebl~ Int.r.st r.tll for 19.2 throuth lt98 Irel ~ Int.r..t RDte 0.1 h Intlrut Fletor !!!r Int.rllt R.t. o.lIv Int.r..t Foetor 1'" ,n .OOOS\I ,.., ., ,OO02tt7 1915 16% .0004~ 1'''-1991 1U .00OSOl 19" 11;( .00nOl '99' 92 .000247 1915 U;( ,ODI:I!S6 1":S-1~ " ,000192 I." 10:( .000274 I"S.1991 92 ,0002"7 ~~Intlrlllt It cl1culltH .. follows I INTEREST . aALANCE OF TAX UNPAID X NUllaER OF DAYS DELINQUENT X DAtLY INTEREST FACTDR ~-Any Hotlo. IUUH aftlr the hll becOlllI delinquent will reUect WI tnterut calculation to flft"" (15. din bayond the det. of the ....11...,," If PIl/IHIOt h ... IHlr the Jntflrut lOMPUtatlon dati IhM\ on thl Notlc., Dddlt ltN\ll Int.rut ..,.t be Clllcllllttd. ,\ /) / /(J,3 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE c'., BUREAU Of INDIVIDUAL TAXES INHERITANCE U~ DIVIlHDH OCPT. ?80601 HAHRISI\lfHI, PA 11lZa.O~OI NOTICE Of INHERITANCE TAM APPRAISENENT, ALLOWANCE OR OISAI.I.OWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX 01-12-98 MOUER 01-22-97 21 97-0297 CUMBERLAND 101 [=_ A~~~~t R~~ ..-J MAKE CHECK PAVA&~E AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG 'rHIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... R 'EV: is'4nj[ ""fop" i 09: m"" NOY icr "oF" "XliHEii i;: AN"CE" TAX" A-PPRiiis E'iftf ij:r-." - Al.i"owAN"c E "'OR" n_ ''''..''''..''..''..'''''' DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX NELLIE M FILE NO. 21 97-02?7 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN FREV B TILEV 5 S HANOVER ST CARL I SLE PA 17013 ESTATE OF MOUER TAM RETURN WAS I ( ) ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R~.l est.t. (Schedule A) 2. Stocks and Sands (Schedule B) 3. Closely ~Ield stock/Partnership lnt-rut (Schedule C) 4. Hartg.gas/Note. RGooivable (Schftdul. DJ S. C..h/Bank D.~olits/Hllc, percon.l Property (Schedule E) 6. Jointly Own.d Property (Schedule F) 7. Transfars (Sct..dule G) a. Total Alsat. ( X) CHANGED (1) (21 (5) ((fl_ (5) (6) (7) SEe ,00 23,917,74 ,00 ,00 43,116.93 11 0 ,398,28 7.000,00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.,..l Explnsu/Adlll. Cosh/Hiso. Expan... (Soh_dul. fU 10. Dlbts/Hortgage liahiliti../Liana (Schedul. Il 11. Total Deductions 12. Net Ualua of rax R.turn 15. Ch.rlt.bl./Goy.,.n~.nt.l aaqu..tIJ Non~.l.ct.d 9113 Tru~t. (Schedul. J) 14. N.t Valua of E~t.t. Subject to rlx If an assessment was issued previOUSly. lines 14. 15 and/or 16. 17 and 18 reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. ^~ount of Lina 14 .t Spoua.l rat. (IS) 16, A~ount of Line 14 taxable at Lin..l/CI... A ,..t. (16) 17, Altount of U". 14 hXlbla at Collat.ral/CI... 8 r.t. (17) 18. Principal Tlx DUI NOTE: TAX CREDITS: PAYNE NT DAlE 04-11-97 10-07-97 RECEIPT NUHBER AA185379 AA242315 OISCDUNT (+) INTEREST/PEN PAID (-) 825.00 ,00 (9) liD)" 18.732,34 ...M. (11) (12) (13) (14) ,OOK'OO~ .00 K .06. 165.700.6.!. K ,15. (l8) AHOUNT PAID 15,675,00 8.355,09 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, ___._0 TOTAL DUE , If PAID AfTER DATE INDICATED, SEE REVERSE fDR CALCULATIDN Df ADDITIDNAL INTEREST, . Iff'I'H II'" cn-tll NELLIE M DATE ATTACHED 01-12-96 NOTICE NOTE I To In'\.Ira prope,' credit to YOYr ICCO",nt I lub.it the upper portion of this for. with your t.)( p.YIlt.n-t. .l84,43Z,95 18.n~..3!I.. 165.700,61 . .00 165,700.61 will ,00 .00 2,!t ,855,09 24,855,09 2(.,855,09 ,00 ,00 ,00 If TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. If 'TOTAL DUE IS RefLECTED AS A "CREDIT" (CR), YDU NAV BE DUE A REfUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIDNS,) nUERVATIONI PURPOSE OF HaUCEl PAVMENT I REFUND (eRl: OIUECTIONSI ADHIH ISTRAlIVE CORRECTIONS I DISCOllillT: pF.H,urVI INTER!ST I _A E.t.t.. of deoldlntv dYing an or blfor. nlo..blr Il, 1ge2 .. If ~"~ f~t~rl Int.r..t In the e.tet. 1. tr'n.f'rr~ In po.....lun or enjOYM.nt to Cl... B (~Qllateral) ben.flal,rl.. of the o.a.dtnt after tht tKplr.tion of any ..t.t. for llf. or for y..r., th. Co..anw..lth hlrnby e~pr...ly r...rv.. the right to appral.. Ind I..... tranlftr Inh'rlt~. T.~.. at th. lawful Cia.. I (co11at.r.ll r.te on .ny .uoh future Jnter..t. To fulfill the r.q~iru'nh of SentJon 2140 of the lnherlhnce and Ettat. Ta~ Act, Act 1.1 of 1995. (n. r.s. S.cUon 9140>. D.tach the top portion of thi. NotJcl &nd lub.lt with your pRYMlnt to the Rauilter of will. printed on the re~er.. .Id., HHakl chick or 1l0nllY ordllr payable tOI REGISTER OF tlILLS, AGENT A refund of II ll'~ credH, which wa. not requOlto1d ~m the Tfll< Return. lIey bQ requllt.d by calif'll. Uno Itf'i "ApPllcllltlon for Rofund of Penn'Ylvanla lnherltenoe and E,tate Tal<" (REV"131]). ApplicatiQn. or. available at the Oft10e of the Raght41r of Wlllt, any J)f thoa 23 RevenuI DI.trlot Uffl"",. or by tal11n~ the &p".c:dal 24-hour answering SfIr",.\oe nUllberll for forlU orderlngl In Pennllylvllnl(l;l ~~1l00.']6Z-1.050. outside renn.ylvanla IIfWi within local Harrhburg aria (717) 181-8094, TOO. (7171 71l-22S2 Hle.rlog I.paired Only), Any party In Inter..t not .atl.tied with the appralto.ent, el10wonoe or dl.al10~~nc. uf d.duotlon.( or e.......nt of tal< (!noIuding discount ur Jnt.r.st) a, shown on thl. Nottee IIU.t Object within .I~ty (60) any. of reoeipt of thlt NoUc:a bYI u~r1thn protllSt to the PA D..parteent of Rev.nue, 8nard of Apptll!lh. Oept. 231021, tlarrhburg. PA --atectlon to have the 8ett.r deter.tned et 8ud!t 01 the account of the personal repr..entetlva, --appeal to t~ Orphan.' Court. DR \1128-1021, OR fuotull arr.orl dhcQ~lred on thlt u....lll1nt should be addrnuut In ~r1tinA to~ PA Oepert.ant of Rllvanutl, Bureau of Individual hl<lIS, ArHll Po.t h'.IIIl"nt Review Unit. Oept. 280601, Harrltburg. PA 17128~0601 Pkona (7171 787-6S0S. Selt plllga S of the bo~lIIt "In.truoUofll for Inheritance T8)( Rlturn for a Rulc:Mflt Decedant" (REV-ISO}) for an Il<pl~latlnn of adalnl.tra~lvely curr_atable error.. If any tax due It paid withIn thr.. (]) o.hondar eonthl lifter the d<<.ndant', dallth. a flv. p.rcent (S:O dhcount of thl tal< paid i. allowed. Thl 15;( tax ltlM't)' oan-pftrtlclplltlon penalty 1. CUJilputBd on the total of the ta~ and Int8rltit "....led, and not paid btlfortl January HI, 199(1, the flr.t d-"y uftllr the end of the tft~ III1n1Sty plrlod, This non-partlalpatlon pennl ty In appealebl. in the anM eanner and In the .tho 15" He.. padod u you would DPpenl the tax and Int.,...t thlt h.. be.n ev.e...d .. Indicftt.d on thJ. notice, Inter".t i. chllroed tMginnlnQ wlttl fir.' day of d.linquancy, or nln. (9) aonth. 11M ont (1) day fro. the d.te of daath, to the dati of pay..nt. Ta~.. whJch bee..e delinquent b.fore JdflUary 1. 1981 b..r Inter..t at the rRt. of .lK f6X) p.rcent p.r annUlI ult:ulllted at III dally rate of .000164. All h~.. ~hhlh bloa.a del1nqoent on and after Januhrv 1. 1982 will b..r Intlr..' aq a "lIIte ~hich will vary frolil callJndar y.ar to calendar 'flllr with tha~ rate llhnOunoed hy the PA Departe.nt of Revenlla. Thl tlPpllcable Int.re.t rat.. fol' 1',18Z through 1991 er., ~ Interut Rete Dally Inter.,t FllctQt :!2!! Interlillt foI.h ,Dally Inter..t Feotor 19a2 lO% .000S48 1987 9< ,000241 1983 16X ,000438 1980-1991 11% .0DO.\01 \lil.... llX .000301 1992 9" ,000247 1985 11% .000lS6 1'193-1994 7% .0001'11 1.916 to;; ,000274 1995-1998 9:( .000247 --tnt.rut It calcuhtad .. follow., IHT~R~ST . 8ALAHC~ OF TAX UHPAID X HU"BER OF DAYS OELXHqUEHT X DAILY IHT~REST FACTDR uAnv NoUc. IIILled eft.r the ta~ bHoH' dllllnqu.nt will rllft.d an Internt aalculatlon to flfteeo (15) daya bayond the date of thl ........nt. If pay".nt Jt eade after the Internt cOllputaUon dete .hown on thl Hotio., addltlnnftl Int.erl.t ~.t b. o.loulatld.