HomeMy WebLinkAbout97-00313
.-KITHON FOI{ I-HOIJATI~ IIlId (JItAN'I' ()Ii' LE'I'TEHS
No. .,___.2lJ-:- 1l'1:::n_'ZJt3_-
'1',,;
J~tl,lIe of ....I\.~.~llr\{.HI"ldek.-"
(II.HI kIWII'll lI.t .,~..__ ~
w'_._._....~.__~....w___., ..... ReMlslcr of Wills for Ihe
,_~.__,___._~~_.,_m_._'_"~' ~_.~ ~, /)el','II.lI''', CoulIty of .(;ulUb~rlul\d..--..n Iu Ihe
Sodal Set'lIl'ity No. .JL2:::.Q.l:-295..4.___'n..'___... COllllllollwellllh of I'clIlIsylvlIlIlA
The pelllloll of Ihe IIl1delslMucd leSPI'Clfully replesellls Ihlll:
Your pellllolll>l('), who 1'/IlIe I R yellls of liMe or older IIl1lhe execul LU_...__..____-IIAUled
IlIlhe IlIsl will \If Ihe IIbove decedelll, dilled __....___.___n..._.._Hay l'i , J9.1i.1.--
1111I1 codlcll(,) dilled .,.I11l1:1;lL.9....l9..'L'i...__......._._n__._......__..._.
~~."--~_.._._.__..-~-_._,. ..---~--.'-'-'-~'" ..----.-. .".-._-_.._..._.~.--~.,,--~
_________a___._____._ . ......__.___. ....________..._.~,,_.." ._._T___'....._T~_.__~__
-,~--_.,._,_.~.-_.,._-~--_._.._....,..---~_.._--~--_..-------..------
(~Inl(' IduVlInl cl":'II\l~lnlll.c.', C,M, IClllllldlltlulI, dctlth ur cXo'!cUlor, elo,)
lJecelldelll WIIS dO'lIiclled III denlh III .._guI~~,Sl..!'lan5L.-
ltia...~ In,1 fruully or prlllclPlI1 re,ldeuce III ....1\2JL.L,illJuu:lL.R.O<ld"
.Lolol.e.r A 11 nlL1'oWllahljL_.... ......__....._.._.......____._
(U~l Slll~cl, 1I1111lher DlId I1Hlllclpnllty)
Coullly, PellnsylvAlIlA, wllh
Camp Hill.
I)eceudelll, Ihell ..__....91.__ yellrs or AMe, died .._....___-11lu:.I;IL.2..L----. 1997
III .Jlo.l)L..SjlW Llloflt11tal.._Cllmp...Uil1...PA_..._...._.__._____...___... ..'
Excepl AS folloll'S, del'cdenl did 1l011Ull1lY, 11'115 IIl1t divorced IIlld did ,wI hllve a child llllrn or IIdnpled
lIf1er execulllIlI of Ihe 11'111 ofrcled for plOhlltc; 11'11.' nlll tlie vlcllm or II killing IIl1d WIISllever adjudicated
hle\lll\petclIl: ....__ ....,..-.-.......-~..,_._--........-..__......------..-----~--..---
I)ecclldelll lit dellth oWlled propcilY with estlmllted vullle' us follows:
()[ dOll\lclled III I'a.) All persolllll plOpeily
(If nol domiciled III I'll.) Persollul propeily III I'ell""ylvanlu
(If 1101 domiciled In I'll.) I'elsonal plOpelly III COllnty
Vlllile or relll eslllle III Penll'ylvllllla
sltllAled liS rollows: ...____.._____..___...____.._...
$ 5 . 000 . 00
$,
$
$
No
--,~~.-_._.__..~._-~-_....~..~ -----~-_......_.-_.~.._. ---
----.----------..----.....---.--.-.....---------
WIlEREFORE, pclltlonel(s) respeclflllly reqllest(s) Ihe pm"Ale of Ihe last will alld e\ldlell(s)
presellted helewllh Alld Ihe grallt or lcilers teatamentary.
(lesIRmCI!Uuy: ndllllnlstlptlOI1 c.La.; ndlllllllsllallon d,b.n,c.LR,)
IhelOlI.
I~
jl
------
A jJ '.-iJ (~e l6>
..c-" &.h ~~J <," I ,- . L/t\..A 'rl---<--......
... 7 -'
_-.lib;I.Il~'iliihnBto!.le
1607 _Mnrch Ul.:iJl.e
_..1:aJl1p Ilill, Pll_17nl1
~_..
-
OATH 01' .-EHSONAL .UWHESENTATlVE
COMMONWEALTH Ol"I'EN,NSYLVANIA ',l!lH
COUNTY OI>'~!:l~c.RLANJ?____h'_____ J '
'( he pelllionel(,') nhove'llil.ncd slVelll(s) or IIrnrlll(s) Ihllllhe slnlelllentsIII lhe foregolllg pelilion are
IllIe Alld correct 10 the he.ll or Ihe kllowledge IIl1d helieI' of pellllollel(') alld lillll AS pcrnonul rcpresen-
tllllve(s) or IIle libovI' dccedellt pctillollel(s) will well II lid Iluly adllllnish'l' the eslllle Accord/1l8 10 IIIII'.
Sworn 10 or IIf1lllne" i,n" Slih.lcrlhe"
hefure lIIe Ihls .-;..t..:.J...?,:.~ _.._.._. dllY i'l'
..____..lL!.1q,.t<:dV....___._._;:r ...19 'L:l...
~ \,I) 't1./iJ.}1.(!...J!!:i."!1';_f"'.fi.{L..:+1{~~dL:J..
I 1-' \ 11 \ L~, IJt' !"tiZ'1 ReN/.Hi'I'
,,)..... l-t-::V I
, ._.KHl..LJ.:..'(j ''.;~L '.~,.e{/\^.l\if7."'r
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'1 ........ .........----...--.--------
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'0_ OATIS 0' DIAl" AnlR 12/31191 CHICK HI"
If A SPOUSAL ,
POVI_IV CUDII IS CLAIMID I I
PILI HUM'"
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FilED IN DUPLICATE
WITH REGISTER OF WILLS)
!
til
III
..
COMMONWEAl1U Of PENNSYlVANIA
O~P"R'MfN' Of R~VfNU~
~~_~R,.~~~K~~}~~~I_!~:!>~-1_.___" _._..__ ...
eN' M (m:1iJtl:1.HOMIOblf INITiAl)
Hedrick, Edgar R.
i~i;'~~C~';~;~~'~'~~,_. ,...:.~~~., .,Io~~i; ,~';~'
III "'''II(A,'LII Iu.,,'Wllm IIOUU'I 'I"'MIIIA,~,' !lUI MolD ~\lO(1lf 1'11'1.1.11
21 97 313
COLINry WOE YEAR NUMaER
-l';;~ ~;;, nr~I,~~~:I::r~:;r~~:~~=--'----==
]SoClA.l S[CURII". NUM8fR A,MOln;H RfCE!liw15~E IWilkliCiiONSf-n_-~ .. - - -<
172-01-5954
- - --~-~-~ ~~----
5upplemonlUI Return [ ] J, Remainder Relurn
110, dOl" 01 doolh prior 10 12.13.e21
[J 5, Federal Ella'e TaK Relurn Required
[:xl 1.
[] 4,
i;J6.
Original Rtlum
limited Ellate
II 2,
II 40.
[J 7,
i~
82
(;'iJ-::M,ta
Oeced.nl DIed TIIlate
IAttach copy 01 Will)
_8, TCllal Numb.r of Safe Depollt 80xOI
NAME
John H. Eakin
filliHoNE NUM.IR----~-
z
S
~
III
I 717 I 76k1ll2
I. Rool E.lale (Schedulo A)
2, Slack. aod eond. 15chodule 8)
3, ClolOly Held S'ockfPar1oo"hlp Inl.,..II~chedule q
4, Mangag.. aod Nale. Rocol,ablo (5chodulo D)
5, Calh, Bank Oepollh & MIIClIlClneoul Perlonal Properly
15chedule EI
6, Jolnlly Owoed Proporly 15chodulo FI
7, Tronofe" 15chedule 01 (5chodulo II
8. Total Grall Allol.llolalllo.. 1.7)
9. Funeral hp.n"., Admlnlllrallve COSh, MIscellaneouI
hpeo.el 15chedulo H)
10, Dobh, Morlgage llabllltlo., lleo. 15chodule II
II. Talal Deduction'llatol L1n.. 9 & 101
12. Not Voluo 01 E.talo (Line e mlou. L1no 111
13. Charitable and Gov.rnmenlal Bequolh ISch.dule Jl
14. Not Volu. ~ublocllo Ta1.llIoo 12 mlnu. lloo 13)
15, 5pauloI Tran,lo"llor doto. 01 dooth aher 6.30.94)
See Inltructlon. for Ar,pllcablG Perr.entage on Reverse (15) __
Sid., (Includ. value. rom Schedule K or Schedule M.)
16. Amounf of Un. 14 taxable 01 6% role
(Indude values from Schedul. i, or Schedule M.)
17. Amounl of Une 14 laxabl. a'l 15% r(tte
(Include value. from Schedule K or Schllldule M,)
Ie, Prloclpal tax duolAdd lox from lloo. 15, 16 and 17,1
19, Credlll Spoulal Poverty Cr.dlt Prior Paym.n" DIlCounl Inleresl
. + ___.____ L__..~_. __L4.6-,-82._
20. If lln. 19 II grealer than line 18, .nfer the dIfference on line 20. Thil II tho OVERPAYMENT.
110
(191
1201
146.85
--._~---~-
111 --._._____..______
121__.__._______
(31
141___.
15)__ 1,351.07
51. ~95.06
16 )
17 )
$52,7/+6.13
19\
1. 6I2...15
2,124.63
18 )
(10)
l,791> 78
(111
(121
(131
(141
48,949.35
)('--
(161 ...t48, 949 .15
_,__,_ X .06 *
._l...U!42.6.-._____
(17)
.._x .15-
z
!
~
.
<>
u
S
(181
Check hell' It you Wl! It'( Vl.,tlllg.O refund of your oVl'rpClYl"ill~nl
21. If Une lEI II groater Ihan Une 19, eonlef Ihe difference on liflfl21. Thi..l, the TAX DUE.
A. Enter tile Inlerell on the balanco due on Lino 21 A.
8. Enler tho total of Une 21 and 21A on line 218, This is the BALANCE DUE.
~ob Ch.ek Pavabl. tOI ~.'O!'f.r _~.f. Wll~~.,. ~.~..nt
fi .. iE SURE TO ANSWER ALL ~UES!I~~_OIl!. RE~E~~ SID~~ND. TO RECHECK MATH 00(.(
Under penal/iel of perjury, I declare Iholl hClVft flKomined this return, including occompolly'ing schedules C1nd stotemerlll, ond 10 fhe bell of my knowl$dge and belief,
II I. lrue, correct and complelo. I declare Ihal all real e,lalfl heu boan repDrled<lllru6 lllCHk~t "ClIve. Declaration of proparer other Ihon I~e pOflonal reprolontl)li...e jl
bal.~_~~al1l~~r:':~~_!i~_~~':':'.~~.P_repaf,~~.~~I_~:t~~,~~l,e.~~.: ___ ____ __ ____ ...____. __ .-___ _._ ______________~
SI N TUR 0 ,mON 'ISPON~f' 'C)(.j(.. ;;':.:.~ .1 <<: (> t Itla,), C:4 A (~dJ...-f:!t! /14 ( 7V/~AH- C 1(. (I ~u
.. k '" """.'.'1';;"" '::k:'t;~""'" ""HM'"" '"d'""''''b:"f. '" ;055 '''i>Jr1?.
1211 _,_._~.I9JL.IL."._.._
121 A)..._ ._......__.__..... _.__..
121e) _._.._. .~.~._..___.__.
\
"
.f.",lloqlll+ PI-III l'
'*'
(OMMONWtAlTH Of PENNSYlVANIA
INHfRITANCf 'AI( ~EfURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY.OWNED PROPERTY
~';:":';';:;';~''':'=::';:':'=~-;-';;';';';''';':;;''';';',~;:';'';""~."o",.--,---,,,-.'''':'';'';';~.':':'':':.:..,,~..;'--'-...;.:.....-:;'-.-_.:..,_._;........-'o~__:.;...;~.:.::..~.. ...
ESTATE OF FILE NUMUR
Edgar R. Hedrick 21-97-0313
Jolnttonant!.),
'___'_'____C'_'~"C NAI!~_,__~___w____,...
A. Shirley H. Johnstone
- .'-" ==
",,_c__~____,_A..~RE.s_S____.____
3607 March, Drive
Camp Hill. PA 17011
RILA TIONSHIP TO DECEDENT
dauflhter
B,
C.
Jolntly-ownod proporlYI
ITEM LEnER DATE
FOR
NUMBE JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT
1. A 1/'{ If" Belco Federal Credit Union
Share Account
2. A 3/8/95 Belco Federal Credit Union
CD 16875 dated 3/8/95, 7.10%,
matures 3/8/2000, interest
psid monthly. prine. $24,500
Principal $24.500.00
Interest 61. 95 '
3. A 1/25/9It 100 shares Harris Savings
Bank. common. purchased
1/25/94 @ $20.5875
4. A Prior PNC Bank. Acct. 51-3007-285
I to 5/6/ 4 See attached and explanatio
on Schedule E, Item 3
D.
A
Prior t
12/7/95
PNC Bank. Acct. 51-4012-5676
See attached
6.
8/14/96 PNC Bank, CD 31400052517 dtd
8/24/96. 6.26%, matures 11/14 97.
Interest paid monthly.
Principal $41,628.28
A
TOTAL VALUE DECD'S DOLLAR VALUE OF
OF ASSET % INT. DECEDENT'S INTEREST
$
50 $
5.33
2.67
24,561.95 50
2,058.75 50
12.280.98
1.029.38
6.542.23 50
3.271.12
4.432.58
2.216.29
50
This wae purchased with funds
received from Members 1st
_____ ..!_~~_e!:ll!~red~t~n~on,-_CD _ ,__" ,n_(Q<>l1t11)uedlon~ t _e.age)
TOTAL IAllo enlor on line 6, Recapilulallonl $
(If more 5poce ;s neeupd insert add;lional sheels 01 same s;za)
'" ~ "'... ~_....,'
"'''.....1''"1 . J SCHED'ULE F
COMMONW!<I;11 0' '!NNSYlVANIA JOINTL Y .OWNED PROPERTY ,
INH!'IlANC! lA' WU,N
R!lUD!Nl prC,prNT
________~___,_ _~_~.__~__~ri~_H.__.__.____~_~_
mm OP- - P LI NUMlftR
Edgar R. Hedrick 21-97-0313
Jolnl tonanll')'
NAME
_~____..__ AD~m
____ ~ELATIONSHIP Tq DICEDINT
A.
I.
C.
Jolntly-ownld p,opolly.
ITEM LEniR DATI
FOR TOTAL V AWl DICD'S DO~LAR VALUE OF
NUMIEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DEC DENT'S INTEREST
TENANT JOINT
6' A 123744, cashed 8/14/96, term ef
CD 18 months, owned jointly by
Edgar R. Hedrick and Shirley
H. ,Johnstone since Feb. 1995.
Principal $41,028.28
Interest 47.9~
$41,076.20 50 $20,538,10
7. A 5/3/96 PNC Bank CD 31300037235 dtd .
5/3/96, 5.79%, matures 11/3/97,
interest paid monthly, princip 1
$20,018.17
Principal $20,018.17
Interest 57.16 ,
20,075.33
'fhis CD was purchased 5/3/96 ,
from 2 CD's owned since ,Jan.,
1995. One CD owned jointly
and ons was owned by decedent
only. Half of $20,075.33 or
$10,037.68 is reported at 50% 50 5,018.84
and half is reported at 100%
of $10.037.68 lsss $3,000.00 7,037.68
,
- -- ---
TOTAL lAlla ani., on IIn. 6, R.'"pltulallon)
$51,395.06
-,_._-----~-_.---.-._-_.._-_.__._._---
(If more spOct is needed itu." additionol sheels 0' same sin)
I)NCll~AN K
('l'lIll'lll PA
-
102
EDGAR R IIEDltICK
SHIRLEY H JOHNSTONE
824 LISBURN RU APT 622
CAMP HILL PA 17Ull-1101
-
-
L..t Pao_
Sl-Q012-5676
Slfll fnd v.\o
Enclcuur..
r. .
OQ-OO-97
ECKING
let(
SHIRLEY H JOHNSTONE
IlW
os-n
oa-lI
05-14
05-U
n.n
04,,01
04-OS
04-04
04-07
AOClounrNUlllber
TIU( 10 Numb.f'
l.,1 sl..1 End 0.1.
tl-(,012-5H6
172"01-9954
05-10-.7
Fl)r CU$-tQ~.r Servl08 or tlul'rwnt rat.l,oal)
1-&00-557"2262
ACCOUNT SUMMARY
Previous Be1anee
4,68&.35
1
l-----.-~ ]
QIl'.9U
~l: A!u1YlJi IU,ibJIl'...h/Debi II
..J 7 1,&80.35 5,288,44
- --
llnJal.'IIll<I
5,575,5.
Dapoll tl/er-.stiil
S,S!i5.98
DAILY ACTIVITY
Rehnmce Cheflks nnd Depod h .nd
l2mhD!tllin. of transactioD NUI.ba" Other Debt h Other Credit.
YOUR rREVIOUS STATEHEHT 8ALAHr.E
CHECK 769 21902795 551,50
CHECK 771 21513810 50,00
INTEREST FROt! CERHFlCATE 51.00052517 191,68
CHECK 772 27885622 28,6.
CHHk 77& 243.6366 26,00
CHECK 770 261983.6 12,.9
ACH CREDIT 0145043 75.70
CANADA 1,IFE ASCE ANNUITY
lNTERESr PYHT .. 1.50 % ArYE FOR 23 DAYS 4.16
TRNSFR Fft INTEREST CHECKING 4,&10..4
TRrlSFO TO CIIECKItIO 4,BIO ,44
ACH CREDIT 17201S994A SSA 776.00
US TREASURY 305 SOC SEC
CHECK 775 2181128B 500,00
ACH DEBIT 17201S954A SSA 776,00
US YREASURY 503 REVI:RSAL
CHECK 77. 2116658& (,&2.90
ACH DEBn 019072100000 2.00
rRIORITY 60 rlUS ArR DUES
aalanc8
it,US.55
.,507.05
~,470.07
~..~5.07
4,~52.50
~,506.20
~,706.44
5,577,54
5,576.&.
ACCOUNT INFORMATION
AVUAOE IAlANCE
AVO COllECTED BAl
I:HAROES ANO f'EES
CAStlED CIIECKS/IID
'RANCH llErOSnS
rNC HAC WID
4,29..92 rNC HAC DEPOSITS
4,29..92 PHC HAC TRNSFR
,00
o
o
o
o INtEREST PAID THIS FERIOD
o
INtEREST FAID THIS VEAR
25.31
Chock
1tllIIzlr,
769
770
771
..16
SUMMARY OF CHECKS
Dela
6tI2lmi Wit
5Sl. so 05-11
12.49 05-19
&0.00 05-11
D.te
WlIlI.t WlI
500.00 04-OS
D.te
A!u1YlJi f.l1.ll
20, 6~ OS-I.
2S, 00 OS~lO
452, 90 04-0~
Ch.ck
IlIwlw:
715
th80k
lllllllat
772
n5
774
N G.p In your chIck '.Queno.
"h'I~IIIX. PMl
&aLt SCHEDULE H
~ FUNERAL EXPENSES,
COMMOtlW,^"" Of "NNSYlVA"'A ADMINISTRATIVE COSTS AND
'N~I~:~.t~'i'oWf~~~~RN , , MISCELLANEOUS EXPENSES, " , PI.a.. Print or TVp.
~~P~_~~~'.~~dg:r-~~=~edr~:':--------~--~~-~:_JP_~~_~~~:;~~3;; ~,_______
ITEM
NUMBER
._---~-- ----~-~"~.,.~.-., '"..~-.,,~---------------
A. Fun.ral Exp.n"'l
B.
4;
C.
1.
2.
3.
4.
5.
6.
7.
8.
DESCRIPTION
AMOUNT
1.
Neil Runderal Home
Obituary Not:l.ce
$270.00
81. 65
$ 351.65,
1.
Admlnl.tratlv. COII.1
Personal Representailve Cammlsslonl
Social SecuHty Number of PerlondlRepresentdtlvll'
Year Commlsslonl paid
2.
Attorney Feel
.zoo.oo
3. Family hemptlon
Claimant ______~,.___ RelQtlQnshlp
Address of ClaimQnt at decedent'l death
Street Addre..
City
State
Probate Feel
MI.e.llan.ou. Exp.n.UI
~:l.ling Fee
Reserved to close
.----...............,--..-..-.-....-..--...-. ,
TOTAL (AI.o enter on line 9, Recapitulation) $1,672.15
(If mort .pae. I. n..d.d, In..rt oddltlanal .h..t. of .am. ''It.1
/-'5 /1/.,,-
BUREAU OF INOIVIDUAI. 'FAKES
INHERITANCE: TAK DIVISION
D[PT, 280601
tlARRlSIIURG1 PA 111?:8'0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c'-
NOTICE OF INHERITANCE TAK
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAK
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN MEAKIN
MARKET SQUARE
MECHANICS BURG
BLOG
PA 17055
09-29-97
HEDRICK
03-21-91
21 97-0313
CUMBERLAND
101
E-' AMunt
-'" ~
-----.---
Ro.1 Hod
*'
U~.lI4' 1M iH <IHII
EDGAR
R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iI IV: i 5lij" i:i{ ";. F i; "Coi": 9;") -Noi" i oi: - "oF -Y NHi:iI"f;: AN"C E - 'fAx - iI-p PRA- is i:H"t'NT ~ -";. ti.-OWANcE- if Ii -" - -"""" - -.. - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HEDRICK EDGAR R FILE NO. 21 97-0313 ACN 101 DATE 09-29-97
TAK RETURN WAS: (X J ACCEPTED AS FILED
RESERVA'TION CON'CEiiNi'NGFUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R~.l Estnt. lSchedul. A)
2. stocks ftnd Bonds (Schedule B)
3. Closely Held Stock/P.r~n.r$hlp Interest (Sc~edulD C)
4. HodgeG_s/Notes Rec,,1v8ble (Sc:hedub 0)
5, C..h/Bank D.poslt~/Hisc, Personal Property (Schedule E)
6. Jointly Owned Proparty (Sch.dul. fl
7. Tranafers (Schedul. G)
8. Total A...ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~pansas/Ad~. Costs/Misc. Expanse~ (Schadule H)
10. Debts/Mortgage Liabiliti.s/Li.ns (Snhedule I)
11. Toial DMduct10ns
12. N.t V.lua of Tax Raturn
15. CharUabb/Govarnlne,.,hl aeque.h (Soh.dub J)
14. Net Value of Estat. SuhjaQt to Tax
If an assessment was issued previously, lines
reflect figures that i,nclude the total of ill
ASSESSMENT' 01' TAX:
IS. AMount of lina 14 .t Spousal
16. AMount of Lina 14 taxable at
17. Anount of Ulltl Ii, taxabl. .t
18. Principal Tlx Ou.
NOTE:
rate
Lin_al/CI.,. A raiD
Collateral/Class 8 rat.
TAX CREDITS I
PAYMENT
DATE
06-17-97
RECEIPT
NUMBER
AA211421
DISCOUNT 1+1
INTEREST/peN PAID I-I
146,85
( J CHANGED
III
(21
(3)
(41__
(5)
(6)
(7)
191
1l0)
,00
.00
,00
,00
1,351.07
51. 395,06
,00
(8)
1.672,15
2.124.63
IllI
1121
113J
114i
NOTEI To in sur. prop.r
credit to your accaunt,
subllit the upp.r portion
of this form with your
tax pay...nt.
52,746.13
3.796 1.lL
48.949.35
.00
48,949.35
14, 15 and/or 16, 17 and 18 win
returns assessed to dats.
(5)
1161
1171
,00 x ,DO.
48,949.35 X ,06.
.00x,15.
1181
AMOUNT PAID
2,790,11
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
-.-.-------
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCUI.ATION OF ADDITIONAL INTEREST.
,00
2.9~6,96
,00
2.936,96
2,936,96
,00
,00
,00
IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIREO,
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICRI, YOU MAY BE OUE
A REFUNO, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,)
\~r
[0'
(1)
(T)
0+
\,',1
,
1"
P"
l~
'-.SO
RESERIJATlONI Eltet.. of d,oldlnt. dying on 01' b.for. n,ci,"b.r It, 1962 H 1f any futur, Int.r..t ,In thl ..tat. II trln.ftrr.d
In pu.....lon or enjoy..nt to Cl... I (coUat.r,U beneUcl.rln of the decedent .H,r thl IICi'ilr.tlon of .ny ..tete for
11 f, or for Ylerl,' thl COllonw..1 th herebY IICPrluly r...rY'1 thl, right to 8PPI'lt.. end ...... tr'an.f.r lnttlr I t:anel T.ICI.
It the l.wf~1 CJa.. 8 (oollat,r,l) ration any loch fulure lnt.r..~.
PURPOSE OF
NOTICEI To f~lfill the t.q~ltl.entl of S.otlon 2140 of thl Inherltanel Ind Eltat. TIIC Aat, Aot 21 of 199&. (72 P.S.
SecUon 9140),
PAVHENT: D.teoh the tup portion of thlt NoUoe and .ubllllt with yo~r pIlYIII.nt to the R.ghter of WUh print.d on tht rlv.r.. .Id..
.-Hak. chick or lIonlY order payabl. tOI REGISTER OF MILLS, AGENT
REfUND eCRll A r.fund of a tax orldlt, whloh wa' not rlqu..tld on thl TelC R.turn, lIay b. r.que.tld by oOIPlotlng ~ "Appllcltlon
for R.fund of P.nn.ylvant, Inherlten<llll and Elltete T81C" (REIJ-1313), AppllcaUon..rt Iv.Uablt at the Offlo.
of thl RIgI.tlr of Will., ~ny of thl 2] Rlv.nul DI.trlot Offlol., or by calling thl .p.olal 24~hour
an.w.rlng ..rvlc. nUllblr. for for.. ord"lngl III Penn.vlvanla 1-&00-]62-2050. out.ldt P.nn.ylvanlll .nd
wlthin local Harri.burg ar.a (717) 787-8094. TOOt (117) 772-2252 (H.arlng I~pair.d Only).
OBJECTIONS I Any party In lntlrllt not ..tll~l.d with th~ .ppr.I'.~.nt, '1Iow.nc. cr dl..llow.ncl of d.ductlon., or ........nt
of tlx (Including dltcount or lntern\> II .hown on this Notice IU.t cbjeot within ,lllty (60) day, of reotlpt of
thll Nouc. by I
--wrlttln flrot..t to th_ PA O.part.,nt of R.venue, Baird of ApPU1t. Dlpt. 281021, Herrhburg. PA 1712B-I021, OR
~-.I.etlon to h.vI the ..ttlr d.t.r.lnld .t .udlt of the acceunt of the p.r.onat r.prl..ntatl~., OR
--apPlal to the Orphan.' Court.
AOHIN
ISTRATlVE
CORRECTION$i1
Factual orrur. dl'co~lrld cn thl. ........nt .hould be .ddr....d In wrIting tal PA D.part.lnt of Rovlnu.,
Bureau of Indlvldu.l TII(II, AnNI Po.t A.......nt R.vi.w Unit, Dlpt. 280601. l1arrhbur", PA 171ZA~0601
Phon. (711) 787-6505. Se. pag. 5 of the bookl.t "Instruction. for Inh.rltancl TalC R.turn for a R.,ldent
Olc.dent" (REY-ISOB for an Illlplanatlnn of ad.Jn1ttratl~.h correotabl. error.,
DIsCOutlTl
If ~ny talC due I. paid withIn thrl' (]) oel'ndar lonth. .ft.r the dlc'a.nt', d.athj . flvI p.tOlnt (SX) dl.count of
the t.x paid I. .llow.d,
PENAL TV I
Th. IS% talC ..nllty 1l0n-f1arUclpltlon f1ln.l h It COMPUtld on the tot.l of thl tllC and Inter_It .......d. and not
paid b.forl Janu.ry 18. 1996. the flr.t day .ft.r the end of the talC aMn..tv p.riod. Thl. non-Plrtlolpotlon
p.nalty h .pp..labJ. In the sa.1 IInner and In tha t~ .... tI'l periOd II you would app..l the t.1C and Inbr..t
thet ha. b.~n .....f.d I' Indloated on thl. notlo..
tNTEREST:
Inter..t h ch,,'gla b.glnnlng with Unt day of d.llnqu.noy, or nine (9) 1I0nth, and on. (l) day froll the det. of
d.-HI, to the d...tt of paY.Clnt. TalC.. which b.e... delinquent before Janulry 1, 1982 b'~r Inhrllt It thl rat. of
,1M (6;() p.rolnt ptr Itnnu. nlculat.d at . dally rate of ,000164. All till" whlah b"call. d.1JnqUlnt on and after
January 1, 1982101111 bllr Intlrllt at . rate whloh will Vl'"y fr08 eel.nder yur to all.nder Yllr with that rate
announclld by the PA nlpart'"lt of R.vlnu.. Thill aPpllcabl, lntltrllt re.te. for 1982 through 1997 ftrel
!!!!; Interllt Rall DailY Int.r..t Flotor !!!! Int.r..t Rat. Dlllly Inter,.t Flctor
1982 20;( ,000548 1987 .% .000247
1981 16>: .000418 1988-1991 11% .GOOSOl
1984 11:-: ,000301 1992 .% .000241
1985 nx .000356 199]-1994 n .000192
1986 lOX .000l14 1995-1997 .% ,000247
--Int.r..t 1. o.loul.t.d I' followlI
INTEREST . SALANCE OF TAX UNPAID X HUKlER OF DAYS DELINqUENT X DAILY INTEREST FACTDR
""Any Notlc. I..ula .ft.r the tllK b.ao... olllnqu1n' will r.fllot an inttr..t c.loul.tlon to flft..n (II) diY,
beyond th. date of thl u......nt. If paYII.nt I. I,d. aft" thl .lnter..t Go.putatlon d.t, .hown an the
Notlo., additional Inttrllt .'Jet b. cll'Oulat.d.
1,/-I.1I/~ f
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAMES
INHEA1'fANCE TAM DllItsION
:JEPT, 260601
HARRISBURO, P^ 17128-0'01
NOTICE Of INHERITANCE TAM
APPRAlSEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DATE
ESfAT!! OF
DATI OF DEATH
FILE NUMBER
COUNTY
ACN
03-09-98
ORRIS
04-03"93
21 93-0313
CUMBERLAND
101
E--=~unt Ro~tto~~
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS .....
R ifY': is'iW iliCAi:'p. - i il"ij':m --iioi'Ycil- -OF -YNHEii i TAH-c E - "fAx - APPRiiiii i!ifEiir; -A i.i:oWANcE - liC" - -- - _m - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WARREN C FILE NO. 21 93-0313 ACN 101
DONN L SNVDER ESQ
PO BOX 741
HBG
PA 17108
ESTATE OF ORRIS
TAM RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I F.lt.t. (Schedule A)
2. Stock. ~d Bondu (S~hodul. 8)
3. Clo..ly Held stock/Partner.hip Int.r.~t (Sch.dul. C)
4. Hartg.g../Not.. Rac.ivable (Schedule 0)
L. C..h/Uank Daposita/Hilc. P...aonal Property (Schedule E)
6, Jointly Own.d Property (Schedule fJ
1. f....,afa..1 (Schedule 0)
e. Tot.l A...t.
) tHANGED
(1)
(2)
(3)
141
151
(6)
(7)
62,500,00
,00
.00
.00
16.234.30
.00
.00
(a)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel ~xp.n'.I/Ad., COlta/Hlle. Expan... (Schedull H)
10. Debt./Hortgogo Llobllltlo./Llon. ISohodulo 1)
11. Total Deduotionl
12. N.t Value of Tal( Return
15. Charltable/Gover''Mtent.l nequett., Non~.l.ct.d 911'5 Trult. (Schedule J)
14. Nat Valu. of elt.t. Subjeot to Tax
(9)
(10)
15,661.49
16.66
(Ill
(12)
(151
(14)
*
tn. II" u J" IIt.tll
WARREN
C
DATE
03-09-98
NOTE I To in.ur. prope,.
orldit to your account,
.ub~lt thG upper portion
of thla 10,.11 with ~our
tax paYM."t.
78,734,30
1~.678 ll..
63.056,15
,00
63,056,15
If an assessment was issued previously. lines 14. lS and/or 16, 17 and 18 will
raflect figure. that include the total of ~ returns e..e.aad to date.
ASSESSMENT OF TAX:
IS. A..ount of L 1n. 14 at Spou..1 rat. (IS)
16. Allount of lina 14 taxabl. at Lln..l/Ct.... A rat. (6)
17. AI~unt of Line 14 taxahle at Cell.taraI/CI... Brat. (17)
1a. Prlnoipal rax Due
NOTE:
TAX CREDITS:
PAVHENT
DATE
02-09-9
RECEIPT
NUHBER
XA85590'0
DISCOUNT 1.1
INTeREST/PEN PAID (")
26.88-
.00
63.056.15
.00
K ,00.
M ,06.
M ,15.
(181_
AHOU"T PAID
6,100.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
3,783.37
.00
3,783.37
6,073.12
2,289,75CR
.00
2.289.75CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIOIl ~F ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1. NO PAVHENT IS REQUIRED.
IF TOT~L DUE IS REFLECTED AS A "CREDIT" (CR). VDU HAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS.)
RESERVATION I
FtJRPOSE OF
NOTICE I
PAvttEHTI
REfUND (tRl I
OBJECTIONS I
'bttI"
ISTRAflVE
CQRRf.tTIOHSI
DISCOUNT I
PENAL TV I
INTERESTl
C(J
\;
,
,..'
'0,;'
f"..,.
CD
f:.i,\
d8
Elt8t.. of decedenh dYing on 01' beforl OlHl"'" 12, 1982' -- if IflY 1",tur. lnt.rut In thtl I.tatc. II tren.flt<red
In pO"llalon or .nJo~tto Cl~.. B (collateral) boneflol.r!.. of thl decftd~t .ft.r the Ixplratlon of any ..tat. f~r
I1f. or for y..r., the Co.-onwealth hereby oxpr...lY r...rv.. thl rlght to appral.. and ...... tran.far I~l.rlt~c. Tax..
at the lawful Clan B (collflt.ra.l) rab on MY IlICh fu'tllr. Int.r.wt,
To fulfill the r.qulr...nt. of Section 2140 of the Inn.rltan~~ and Eltat, Tax Act, Act 21 of 1995. (12 P.5.
Se13tion 9140l.
Oetach the top portion rf thl, Notlel and lubMlt Mlth your paYM.nt to th. R.;I.t.r of Will. printed on the rev.r.. .I~,
--Hake check or Itffi.y urder payable tOI Rf:OXSTER OF HILLS, AGENT
A r.fund of a true crltdlt, which Wtlll not rlqualtltd on thll Tau R.turn, lay b. re{l!U8ued by co~let1na an "Appllaatlorl
for R.fWKf of Penn'YlvMla InhGritfW\<la and Estat. Tal('" U1EY-1313). Appl1catlon. llrCl avallablo at the Offl01
of thl Ragltt8r of Willi, any of thfl 23 RllvenuI Dhtrlot OHle.., or by calling the spacial 24~hour
&nllwerlng IIrvle8 I~ers for for.. ordering: In ~.ylvanlll IM800-362~2050, ouhlri. PeNnYlvMla and
within local ~larrhburg IIrU8 {711.l 187"8094, TDDI (111) 11~-22!i? (Hearing Ia,ullr.d Only),
Any "arty In lntllr..t not .atltHed Hlth the BPfl'rah...nt, flllowance or dlsallowMce of d.ctuctlon., I)r a..aultGflt
of tax (InclUding discount ur Inter..t) lIlI .ho,," an thh Notlc. eust obj.ct within .lxty (60) days of reoelpt of
thh Notice by:
~-wrlttan prot.,t to the PA DepartllHtnt of Revenue, loard of ApP.llh, Dept. 28101.1, Hlrrltburg, PA 11128~IOZl, OR
udlHlUOO to hay. tM ..tt.r t&.t.rMlned et eudlt of tha Ilccount of th. perlonol r,preSlIltaUv.., OR
M~appeuJ to thtl Orphan.' Court.
Factual error. dhcavarlld on thh au.nlant .hould be addreu.d In wrlt.lng tOI PA OepfJrtaant of RIlIV.nuI,
Bureau of Indlvhtual Taxe., ATTlh Po.t At.....-nt Revinw Unit, Dllpt. Z80601, Harrhbt.wg, PA 17128w0601
PhontI (117) 781w6505. S.. pftOtl .5 of the booklet "In.truotlone for Inhtlrltenc. Tal( Return for. RllUldCtnt
Qe<:odwlt" (RE!JMI501) for an 'xplanaUon of ftdIIlnhtrllt1vlllb corr.c\:abla o,,'nrl.
If WlY tax dlH II Pllld Nlthtn thr.. (3) cal.ndar aanthe .ftar tho decodent'. death, a flv. plrclNlt (S:O dlsoount of
thai tll)( paid h aUowed,
The IS:+: tax l*lI.ty MK'i~p.rtlelpatloo ,*,cl ty I, cOltPut.d on the total of the tax and Intarfl.t In...ed, and not
paid belfor. January 11, 1996~ the first dllY aft.r th~ end of the tal( allnG.ty period. Th1l non~Pllrtlclpatlon
p.nalty 11 ftPP.II1abl. In the .011. .lllMfIr llf'ld In the the 'M~ tltl. porlod III ~ou wauld llppllll thll tal( IInd Inter..t
that h.. b.-n ......ed a. Indialltad on thl. notice.
Int.r..t 1. chare-d beginning with flr.t dey of da11n{~Y, or nine (9) looth. and one (1) rt&v froe th. dat. of
de.th, to the date of pdyaent. T8)(.. which bec... dallnquent before January 1, 198~ bear Int.r.ut at the rate of
,1M (6:'0 p.rc.nt per anm. calcul&tfKI at a daUy rflta of ,0001M, All tal(ea which beo... del1nqwnl on 8nd aft.r
Janua~y 1, 1982 will baar lntere.t Dt I rllta Which will vary froe calendar year tc ca1end.r yaar with that r.t.
lIIMOUnOad by tlta PA Dapart..,..,t of Ravanue. ThfJ IPPllcabhl Interut rBtn for 1982 through 1998 .r.l
'!!!! !!!.1!!:!.!!.J!!.1! D~lh Inhrnt ~ !!Pr Interut Ret. Dally Int.,.st Faotol'
1911 lOll .OOOSU 1911 'X ,000241
19115 lOX .00Q4111 19aaMl991 It:( .000301
1964 11:( .000301 I'" 'X ,000247
1985 m .0003% 1"3~1~ n ,000192
1916 lOA: .000271\ 199!i-1998 'X ,000241
uInt.re.t 11 c.1c\.llbhd II followlI
INTEREST = BALANCE OF TAX UNPAID X N~BER OF DAYB DELINqUENT X DAILY INTEREST FACTOR
nAny Notice III~ aftar the t.l( neclNH. dellrKfUGrlt MHI refllklt an tnt.re.t cftlcuhtlon to flUl'en (15) diy,
beyond the dflt.. ftf tM ....lIIont. If pey""t I. uda after the inter..t cOllpuhtlon dah .hown on thll
Notlc., Mktltlonal Inhr..t IlUSt bel calculcted.