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HomeMy WebLinkAbout97-00320 21 - 97 - 320 REGISTER 01<' WILLS 01<' __. __ COUNTY OATH 01<' SUBSCRIBING W~TNESS /'/ // /' .____~-->-.o-"-_.___.;..._._____._'_.____....__._... .----.~-~_.--~--., codicil (each) a subscribing wllness to the will flre.\CnIC(~ ith, (each) being dUly qualified according to law, depose(s) and say(s) that .______~-. present and saw ./ -,- the teslat _, sign the'~~n~Al~~.'-~':'c'<:::,,-,._~___-:- signed as a witness at th; request of testal__IY/ _ presence and (In the presene f each olher) (In the presence of the other sUbsCrl~~S(eS))' Sworn 19.-e(affirmed and subscribed before me 1lllS' _ . day of 19_ '.J ..... t:l'( (Address) If) .1C\.. CV"'l ,', Register c- (Name) ..- "., CV"'l ~ (Address) :>:': "O.ir: i;) 'l,c i:' .1 ,:1 ,i tJ III (j'C:C: a: , .. ,~: ~.. ".. ~ "" ~ ~ . ()u REGISTER OF WILLS OF C.v'liIff""'€.:./W1J COUNTY OATH OF NON-SUBSCRIBING WITNESS cJ...,4,(J;'" a. t=;SI.,I/SC. :ne. .------ (each) a subscriber hereto, (each) being duly qualified according 10 law, depose(s) and say(s) that /.1-6 /.5' familiar wilh the signature of tdU'L C. P:::.sH~, c/i(llcir will that_~ presented herewith and <I6dlcl1-- believes lhe signature on the will is In the handwriting of testat~_ of (one of the subscribing witnesses to) the C;::;.e:'L C. ?;JH#- to the best of /ItS knowledge and belief. f". n t/..), Sworn to or affirmed and subscribed before :>5.. ~ G I\t-\ me this 31ST day of ~~ame) MARCH ,,'19 97 (/~~,-f(./4e;rJ..;RCLe ~ (Address) ~/# (Name) (Address) " R ~ . .. >- 2!! Ei z ~ 5~ ~ ~- -~ _ ~ i> a, > ~ ., E4 IQj ~~ ~~ C/l .~ O~~:>~ \'-1 ~ i~~~ - z Ul F~ A H >- ,,~. ~~ ~ ~ ~ 0- ~~ (w 0 . m~ .-1 co 0( - -, 0: Xz H ...:i IQ ~;: Xz :;0 ~ Uo ~~ z [~ (.) ~ 0 Ul 1 :J BRADY AND BRADY "l'tO~N.V. A'T l....w ." .~ , " . ., BUill 83e W.l'I.BHtNGTON TRUST nlllLDIN(i WAS_~INOT()N, PINNa'!'\- V...NI..... 'rI:lOI (;llI_fsn ANn 1'HIAP STRIl'}iHI MONONn~H"-1 A, f'fcNNCWl.VANIA. 1~3 " ,~ , ., .. ~,- . " / If} ! ,r I I I I ., "_,_,,,,;j; l.,~, I" \' ",: r ;, I !. !,i~ '( - ,,' t; " (,j , "I~,'l j g , \ I i I , " I, /~i7"""_"1 ,'_: 11',o.l. 'SL t,,'.,...., ;'" '" > \, U '. I / ~ ~ ....::r:: ~. ~ ,~u !i~~ ~' 0 <::> , Ul'- ..r;;"""" ,",!..j ~ U] Q) ~~] ~u(3 r i I I I I i (:::, (1) '1') hi \~ ..... " ,-,...... , ,~ I , j , ,I I I I , i r , 1 i i I I " I ';"1\' - - - \ I I .I i , .... ~~ -~''-;- ib~~R ::J-'O'::..... ~~~~ ..) ~c-' ,<\' E ,-- . I,.., '.... OJ 0 I-:I: ~'~ g Q. ~ Q'\ E l.:I ""0 ,- " - "" ~, " ., J: "' " =a - " - " ~ ': :: I'l (I I'l ,\1 ~I ~I " ~I ... /1 I'" ,I t! " <#, . \\ , " , ,. 'I ;,p I I f f!o , !-<_" :.t~."" t, ; , , \:oA .(, ~ , 1 . ) , I I i I 1'," 1,,' J I " , "f,' '_ - ," 1 ,yr, "6.t~ t: t '.~ j "- ,t.,,- ',f' / 'fJI :-... It_ " ' ,_.,,' ,'-, \ ,-.,.1 if-.- :~ ,-; . ,-"1/ /"' t 'f 1 ..-' "'/, " i , #f.~ i I ',\ } ~.\, . " k '-'. " t " ..,-.' -;::.~~' --... -'?....~..IILII -....,.",...- ~_yJ.,......,. cOM~mIMjt!\\'bWiWll~~'NI' H"RRISRn~~,~h8'0301 It; /7/13 INHERITANCE TAX RETURN RESIDENT DECEDENT (1"0 BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUNTY CODE ,Il(V 1100(1)( ,(7-e.4) fOR OAH:5 Ot: DEATIl APTER 12/llll" CHECI( HEAE (~ IF A SPOUSAL rI .'i1.8.11iB~[')IT IS CLAIMED ....L-.L--__ FlU! NUMBER 2, Suppl.mental A.lurn 4A. Future Inlerest Compromise (lor datos of duth ah.. 12-12-82) []] I, Doced.nt DI.d Testal. 0 7, D.cod.nl Malntalnod a Living Trust (Anach copy 01 Will) ._ (Attach a copy 01 Trusl) . C P ALL CORRESPONDENCE AND CONFIDEN.:!'IAL TAX INFORMATION SHOULD BE_DIRECTED TOl ~ ~ NAME COMPLE'I'E MAILING ADDRESS ~ D Gem:ge A, Va'~ III S ~ HlLEPHONE NUMBER T 717 975.9102 1. A.al Estalt (Sch.dul. A) 1 Z, Stocks and Bonds (Sch.du'" B) (Z) 3, Closely H.ld SlocklPaonershlp Int"osl (Sc~dule cl (3) 4, Moog.gos and NolOS Aec.ivabl. (Sch.dule D) (4) I, Cash, Baok D.po"ts & Mlsc.llaneous P.rsonal Prop.rty (Sch, E) (I) I, Jolnlly Owned Property (Sc~dule F) (I) 7, Traoslers (Sch.dule G) (Sc~dule LI (7) I, Total Gross Ass.ls (total Line. 1-71 I. runlrQ! EKpensn, Adminlstrlllvo Costs, Mhlclllllneous Exp.ns.. (Sc~dule H) 10, D.bls, Moog.g. Llabllnlos, Lions (Sc~dulo I) II, Tolal D.ductlons (tola' Lines 9 & 10) IZ. N.I Valu. 01 Estat. (Line 8 minus Line 1') 13, Charnable and Governmental Boquosts (Sc~dule JI 14, Nal Valu. Subj.ct 10 Tax (L1no 12 minus Lln. 13) II, Spouse' Transfers (for datos 01 dUlh ah.. 6-30-94) Seo Instructions tor Applicable Percenlage on page 2, (Includa values from Sch.dule K or Schodule M,) 1.. Amount of Une 14 taxabkt at 6'/, rate (Include valu.s from SchedujfJ K or Schedule M,) 17, Amount ot Lina 14 laxable at 15'/, ratCf (lncludo valuos from Sch.dule K or Sch.dul. M,) 18, Principal tax duo (Add tax from Line IS, 16 and 17,) 1.. Credhs/Sp P~lverty Prior Payments Discount 0,00 + + 20, /I Line 19 is g"a'or Ihan Line 18, .ntor tho dlffer.nc. on Lln. 20, This Is lhe OVERPAYMENT, [!.] [J [Ch..,k h.,. II you a.. r,lliootlng ..."'nd 01 your ovorJ!!l!!!!i!II 21. /I Llna 181s groller Ihon Lln. 19, .ntorlh. differ.nce on Line 21. This Is tho TAX DUE, A. Enter the Inti rest on Ihe balAnce due on line 21A. 8, cnlor th.lolol 01 Line ~1 ond 21A on Lin. 21B, This Is Ih. BALANCE DUE, Mak. Ch..,k Payabl.lo: Reglltor 0' WIII.~~nl . . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. Uild.r plMltI.. of perlury, I dedl'lI that I h,lle e..mlned thl~ felurn, Includlnll.ccOmpinyfriilChellul.. .nd al.lenwnll, .nd 10 the but of my know'-dge.nd bellet, It Is tn.., COflttCt.nd compt.le. I d~IIl.lh.I.1I le,t .,Iale hit t..." repo/led Illrue mIIlk,t .....I~. D~llf<Illon ot prep.tr.' other than the p"rJOMI I.prMlnt.II.....I. ba.'Md on IUlntolmallono! whkh prep"lr h...ny now1edlle C A ~ ~ ~ 0 C R C K 0 K P S I DECEDENT'S NAUE (LAST, "'RST, ANt) MIDDLE INITIAL) Fisher C.!!El..9..:- ______.,___ SOCIAl. SECU~ITYNUM:JEA OATE OF OtATH~ATE OF fllRTH 192-18-8285 08/17/1996 11/01/1923 ___,_ ____ _ County Cumberland (IF _PPlICABUi) tlUHVIVINQ SPOUSE'S NAME (LAST ,FIRST ANO MIDDLE INitiAL) SOCIAL SECURITY NUMBER (Il;:CLOENT'"i COMPL[1'E ADORESS 1302 Warwick Road Camp IlllJ, PA 17011 ~--'---- X I, Ollgln.1 R.lurn 4, LlmIt.d E"ol. 01, o I. ~ i P + I N I _ 2,247,05 None None 5 ,251.44 11,681. 87 107,623,89 (I) 22,882.01 (10) 911 . 99 (15) 0.00 X (II) 21- 9"- 320 YEAR NUMBER 'MOUNT RECEIVEO (SEE INSTRUCTIONS) 0.00_ A.malnder Rolurn (for da'os 01 d..lh prior 10 12-13-82) F.doral Estate Tax AOIurn A.qulred Totel Number of Salo D.posn Bo... (I) 215,704,25 (11) (12) (13) (14) 23,794,00 191,910,25 191,910,25 = 0,00 191,910,25 X ,06 = 11,514.62 T ~ (17) 0,00 X ,15 = C o c f o N Interest 0,00 (11) 11,514,62 (11) (20) 0,00 0:00 (21) 1.1 ,514,62 (ZIA) 0.00 (2IB)___...1.1,514,62_ C~rl G, Fisher, Jr, 339 DDrwart Circle Et:tei:~':-pii' Tiji9'- -.......-. ..... .m.... -..... fA.: 3904 Trlndle Road ~Mip' filii',' 'PA"'i 7ciii DATE :i~ ~~r-/l1 Form 1500 (A.,,_ 7-94) REV. "Of 1)( + (n.lI) CO".~UMl<<'NI' &STATE OP Carl G, nshBr SCHEDULE F JOINTLY-OWNED PROPERTY ~92',18.8285 08/.!.W996 -'- Jolnt t"""nI(o); A, NAME Eva1yn L, Fisher ADDRESS 403 Boas Street Harrisburg, PA 17102 I, C. Jolntly-ow,," pr..,.nyl PILE NUMBER 21 - 97.320 RELATIONSHIP TO DICEDENT Daughter ITEM LEnER DATE TOTAL VALUE DECD'S DOLLAR YALUE OP POR MADE DISCRIPTION Of PROPERTY NUMBllR JOINT OP ASSET % INT, OECEDENTINTEREST TENANT JOINT 1 A 08/29/94 PNC Bank, N.A. -Checking 19,360.04 50,00% 9,680,02 account #5080419399 2 A 10/01/79 PNC Bank, N.A, - Savinga 4,003.69 50,00% 2,001.85 account #5120147476 . . TOTAL (AI.o .nt., on line &, Rlc.ollulallonl II 11.681. 87 (If mort .pacII. neldod, InSlrt addlllo""l.htt'l of .Imt .111,) CoP'lrlghl (e) 1t14 form eoftWIr' oN'( CPS)"'tmI. Inc. Form 1100 lc:ilIdulo P (ROY, 12.M) REV. 1&1\ E)( . (1-8') SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COM.rr,w;.;;,g,WhYANIA ESTATE OF Cad G, ITEM NUMBER A, 8, I. z, 3, 4, Pl.... Print Of T . FILE NUMBER 21-97-320 Fisher S511 192 -18 - 8~85 08/17/1996 DESCRIPTION 1 - pune'.II:.p.n..., AmericBn Legion Post 1001 . Funeral luncheon hall rental and fo 2 Eva1yn L, Fisher Reimbursement for purchase of b\lria1 socks 3 Eva1yn L, Fisher Reimbursement for purchase of funeral luncheo food and supplies 4 Hallmark Cards . Funeral "thank-you" cards Total of Continuation Schedule(s) Aclmlnla1rallvl eNtal P.rsonal Repr.,ent.tlve Convnlsslon. Social Security Number 01 Pe..onal R.pr...ntatlv.: V..r Co"""..lon. paid Anornoy FII. George A. Vaughn III F.mlly E..mptlon Claimant Add.... of Claimant .1 d.c.d.nt'1 d'.lh Str..t Add.... City R.lallon.hlp ~ St.t. Zip Code Probate Fill Register of Wills C. Mlecalla........ E.p......' 1 Bell Atlantic.PA Telephone service to decedent'. house 2 Bell Atlantic-PA Final telephone .ervice bill at deoedent's house 3 Bdl Atlantic - PA Telephone lIervice to decedent's houlle 4 Bell Atlantic - PA Telephone service to decedent'. house 5 Bell Atlantic - PA Telephone servioe to decedent' . house 6 Bell Atlantio-PA Telephone service to decedent'. house 7 Bell Atlantic-PA Telephone service to deoedent'. house 8 Bell Atlantic-PA Telephone serv Ice to decedent'. house Total of ContinuatIon Schedule(s) _ TOTAL (Also enlor on lin. 9, I!oclpnulllion) (II mora 'p.c. Ie n..ded, Inl.rt .ddlllonallh..tl of I.,.. ell.,) COp)'flght(c) 1"" fOf'm .oftwlt. Ollly CPSYltlml,lnc, AMOUNT 350,00 1.33 140,00 36,98 6,563,00 7,240,00 241,00 65,12 64,99 19.86 19.59 62.22 6/,,18 67.68 19,86 7 926.20 . 22,882,01 Form 1100Schldull H(Rev, 7.1&) Es tate of I Carl C. F iBher Soo Seo (/: 192,18-8285 Date of Death: 08/17/1996 Continuation of Schedule H-C (Misoe1laneous Expenses) Item DescJ:'iption (/ Amount 28 Home Depot - RepeiJ:'s/suppliee foJ:' deoedent'e house J & W Hardwan RepaiJ:'/supplies foJ:' deoedent's house J & II HardwaJ:'e RlIlpairlsuppliee foJ:' deoedent's house J & II Hardware RepaiJ:'/supplies foJ:' decedent's house J ,H, Hsr1snd - Cheok expense foJ:' estate checking account oheoks 9.00 2,33 6.10 29 30 31 3.40 32 69.95 33 KiJ:'by's Panelling. RepaiJ:'s/supplies for deoedent's house 23.37 34 Leggett I Inc. Plumbing J:'epaiJ:'s to deoedent's house 895.00 95.00 248,00 59.07 274.11 35 Leggett I Inc. FUJ:'naoe J:'epaiJ:' at deoedent's house 36 LibeJ:'ty Mutual InsuJ:'ance Company. Homeo\meJ:" s insurance pJ:'emium 37 l.oweJ:' Allen Township; final seweJ:' and tush bill 38 MaJ:'Y Ann PJ:'i or; 1997 munic ipal tax 39 MooJ:'e's LwnboJ:' - RepaiJ:'s/supplies foJ:' deoedent's house 2,59 53.68 40 PAIIC. WateJ:' eeJ:'vioeto deoedent I shouse 41 Pennsylvania AmeJ:'ioan Water Company. WateJ:' servioe to deoedent's house 29.57 42 Pennsylvania AmeJ:'ican Water Compeny . Water seJ:'vice to deoedent's house 28,01 43 Penneylvania AmeJ:'ioan WateJ:' Company . Water seJ:'vioe to deoedent's house 22,54 44 Pennsylvania AmeJ:'ioan WateJ:' Company . Water seJ:'vice to deoedent's house 17.41 45 Penneylvania Amedcan lIateJ:' Company - WateJ:' seJ:'vioe to deoedent' s house 21.39 46 Pennsylvania American WateJ:' Company. Water. seJ:'vice to deoedent's house 134.56 Estate of: Carl a. Fisher Soo Sec H: 192-18-8285 Date of Dsath: 08/17/1996 Item II Continuation of Schedule H-C (Miscellaneous Expenses) Description Amount 47 Pennsylvania American Water Compeny - Water service to decedent's house 63.34 48 Pennsylvania American Water Company" Water service to deoedent's house 49,87 49 PP6cL Electric service to decedent's house PP6cL Electric service to decedent's house PP6cL Electrio service to decedent'S house PP6cL Electr ic service to decedent's house PP6cL Electric service to decedent's house PP6cL Electr ic service to decedent'S house 80.42 50 36.29 51 n,86 52 22.61 53 102.85 47,70 54 55 Pro-Clean Chem-Dry.. Carpet cleaning of decedent's house 13 7,69 56 R.C, Anderson 6c Co. . Painting at decedent'S house 1,000,00 57 Register of Wills . Reserve for filing fee for inventory and inheritance tax return 25.00 58 Register of Wills . Reserve for filing fee for Receipts and Releases 2],,00 59 Reimbursement to executor for purchase of stamps 3.20 60 Steve Kautz. Carpet installation st decedent's house 168,00 61 SuperFresh Cleaning supplies 1.69 62 SuperFresh - Cleaning supplies 1.69 154.04 63 Surf Pools house Pool chemicals and supplies for pool at deoedent's 64 Tax Collector . 1997.98 school real estate taxes 744,48 300,00 65 The Finishing Touch. Cleaning of decedent's house A, Settlement Statement ll. Typo ,!!, L.on · fll. NumlJlf ] 7, Lou Hllmb., 2, rmHA 3,0 00"11 Unlnl. 5 Cnn', I", _ 7073 , This IorIO Is Iurnlshod to givo you a slnlomont 01 aclunl solllomonl costs. Amounts paid to and by Iho sotllomont agonl aro shown, tloms markod "(p,o,c,)" woro paid oulsldo tho closing; thoy are shown horo tor Inlormatlonal purposes and aro nollncludod in Iho totals, 1.0"IIA ~ C. NOTE: -.-..--- 0, NAME AND ADDRESS OF OORROW~R: JOSEI'll II. LINT II~CHAIID c. CIIMPIlEL!, E, NAME AND ADDRESS OF SelLER: CAIIL FISIIEII/ JII, EXECUTOR ,"'-' :""'~ F. NAME AND ADonESS OF LENDER: )(E\,r;TONI~ FINIINUIAL H0RTOIIOlil 1302 WARWICK ROAD LOW,1!:R ALLEN TOWNS III P CUMBERLAND COUNTY PA A-I ABSTRACT ASSOCIATES IHO, JACK OJ\UGIl!:N CEDAR CLIFF OFFICE 404, 40S, ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 406,Cltyllowntuo$ 12/15/97 to 12/31/97 13.11 407, County taxos 10 40n, ...uoumnnts to 409, SCHOOL ~'A 12/15/97 410, SEWER &< .T 12/15/97 411, 412, HO, GROSS AMOUNT DUE TO SEI.LER, B9/ 330,41 600. RCO"\i'CTlONOINAMOUNT llUl! TO 8ELLIlRI'i,IeU\I,:U, .............~...--.........-..... ........... - ,,' 501. Exco.. ~opo.1I (SOO/II$/Iuetlons) 502, Solllomonl ehorgusto s.lIoI(//nol400), 503, ExlsUng loon(s) taKon sublacllo 504, Poyollolllrpl ",olloagoloon 505, Payoll 01 socond mOltgag. loan 506, 507, 508~ 509, ADJUSTMENTS fOR ITEMS UNPAID BY SELLER: 510,Cllyllownloxos 10 sH ,Counly lax.. 512, A.....monlS 513, 514, 515, 516, 517, 518, S19, _______._ 620, TOlAL REDUCTIONS IN AMOUNT DUE SELLER: 7 ,29"'...,~ 600, CAIlH AT SCTTL.EMENITO/FROM SeLLE.I1(k'rM'; ki<!,wh+'i 92,624.36 OO\. O/os..mounl du. \0 1111., (IIno 420) B9 / 330,4 (. USt 4 GO. 00) aoz, LO"'Olol I.duellonsln smount duo 111;8/ (IIno 620)7, 2,~9;a G, PROPERTY LOCATION: H, SETTLEMENT AGENT: PLACE OF SETTLEMENT: I. SETl'LEMENTDATE: 12/15/97 -J, SUMMARV OF BOIlFIOWER'S TflANSACTlON ........- :100. GR06SAMOUNT (JUe FROM BOnR 101, Contract .010. prleo 102. Pouon81 proporty 103. $olllomont chorgol to borrowor: Illom //no /400) 104, 105, ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 10a,CltyIlGwn\oxno 12/15/97\0 12/31/97 13.10 107, County laxos 10 100, A"o..monls to 109, SCHOOL TA 12/15/97 110, SEWE~. ~ '1' 12/15/97 111. J12, 120. GROSS AMOUNT DUE " FRO~ BORROWER:......,....,........ .. ' 92 I 624,36 i200, AM OUHT8P"./o' BVOAIN. BEHALF .OFBO R ROWER ii.:,,'. '2OT.Ooposll 01 .0,no.IMY- - 1,"000.00 202, I'rlnolpal.mo~nt ol.now loan(o) B4 ,450, 00 20a, E.I.Ungloon(.) tak.n .ubjocl to 204, CREDIT .ON ORIGINATION 205, OilED IT ON CREDIT REPORT. 20a, 207, 20B, 209, AOJU,STMENTS FOR ITEMS UNPAID BY SELLER: 210,Cllyltown laxo. 10. . 211 ,Cn~nlY .loXo, 212. ASlossmllnt~ BD / 900 .00 3,293.88 OG/30/9B 12/31/97 403.05 13.53 1,000.00 10.00 21~, 214, 215, 216, 217, 216, 219, 220,TOTAL PAID BY/FOR BORROWER, i~OO; 9~l!tj."Ill~I:r~~M E~TrR O.MlTQ.B 0 II R OW ell I ... :101, Groll amount dUI,IIom botrow.r (IIn9 1.20) ,302, Lo.. ,",.~n! p.ld~Y/I.,barr.w.r (I/no 220) B6/460.00 303,CASH( 1UI f'ROM){D TO) BORROWER, 6,164.36 Prevloul E~llIon II Obloltlt TINI K, SUMMARV Of SELLER'S TRANSAOTlON 400, QRO$!>..AMQ T R'Nf:<<~!;070j.'" "",>>+: 401, Conllaclsalos prleo 'a~, 9,09tQl 402, Personal propa.IY 403, 06/30/9B 12/~1/97 403. B' p;S, .6, G53, B: WINPOW REPAIR TAX RECEIPTS HOME WIIRRAN'rY"JG ., ~8.3..0, 3.01 360,0, ..- 603,CASH( 0~4)SELLEIy., . r Vlv WI) Amenaoa 06 ,1 . 5 ' IUPSllTUlE FORM 10" IELLEt' 81AYUIENTl Tho lAf'WnullOCl wnlllMd II tllll(~.ll, 0,11, enol I utd ""I'" 401 (or, If II.. 4011' ul",l,hd,lh.. 40).1Id 40411. .Id la 1loI11I1 ,..",1.,-. II U. 111mIt! M...... Senlu, II ,.. NO ,.,...... ,. hi. I ..,....... . ..all.'- ,.MlIY Of ....., ......11.. wUI No w.o--4 '* Y'" " tIllt h.M .. ,..".... t. '- " .~.u..&1'M1_"".",'0f"" 'ELLER INITRUCTION'1 II u.1. ","" .ijU...II yo&f ",h'IIJ-1 "',I....., (11..._ nlt,.~ l.Il a..~., f'1lMlpaI "..~-, r....."..1a. wli.)'OW ~ ka "'l-V.... r--r'-"" /- ~...u..Ipp4IuW. ,.,"otfl_41".f1....'Ul.....,. S.....W1. U (I'.. 1(40), .(1 ~ -". / ~ 'V. Y.. aM ""11"'4"" I.w ,. "....1.1_ Mol III wlii. YI'IW fClO'tU IUf"'r11d."tlllull- IIlM\JtI.1f Y'" h Ill)( I"crfI4ll1_.... HI wit" y- ",,"c1lur-r-. l....llf'k,tll.. -...., 'MIl..,.. ...,.... llvll. ulMLMl ,....11_, ~ ~ hw, ,a4 U...... ,.",11111I ~ ,...JItt)', I Mf1IlYlhll ~.... IMW... all .U".... y .., ",,",ClIU"~IIoM~U1t"lIOillll"",*, S.lIet', Slgn.lur. e ..5018 ("011.04 \lMII MOR10AGE fOm"lI, (313IU3.'IOO'IIOOIUI,1211 ,IAGE 1 . ~1~l1&~ i1~~ti'}\1Vl\);:k}.:\D,,:.,.::':r,! '87'TI'""T1i6T TlrrM1l~T'7i.iiAr~Qiil'"""T.', '." Xr.,i! 7"lT,,/'T~~~~~;;J~WG2.:~~6~ '!" " 100, TOTAL SALES I OIlOKER'S COMMISSION: RASED ON PRICe $ 88,900.00 5,334.00 PAID FROM BORROWER'S FUNDS AT SETTLEMENT PAID FROM SELLER'S FUNDS AT SETTLEMENT tI> ..... ~'tl~j~~.9li;QO'tMi'Jlolflt,~m~I'A~' l:!{1LtOW'iWii..,.l' /0',' 5,334.00 10 JACK OAUGIIEN REAI,TOR 101, $ W 103, Conlml"lonpald a' ,alllom.nl ",f,~'ff.lmIY~"~J!~:g()NNa(ltIOH.W.lYt1'LOAN("k'W':f,,)Ad 101. loa" Ollglnollon 10. 1.164,. KEYSTONE f'IN1\NCIAL MOIIT01l0~ 802. tOil" dl.(;outll 'l4 a03, App"I..1 I.. 10: 804. Credll ("pOri 10: 805, ltndIH'.lntp\lfHIQn ,.. 806. MOflgag.lnau,anco appllc8110n In'o 807, Anumpllon In aoa, UNDERWIIITING F~:!: K!:YSTONE ~'INANCIAL MOHTOAOE ao~, DOC PREP1\RJ\T!ON KEYSTONE I'INANC!AL 1101lT01l0~ 810, EXPR~SS DOCS 1\-1 1\8S1'RACT ASSOCIA'rES INC. i~~k.\;lTf:M$:REOUlflIlO1iV,'i,liNOlllll<>B 'if"~101N'AbV ANCEf,j _ _ __~N' go\, Inl.,,"llom 12/15/97 10 01/01/98 @ $ 18,470000ldoV G02, Mong.".ln1lifIllIlC\1 pllimlull1 lor ",01.10 80S, tilUtd In'l.l(anct putrnlum ror )u.IO 904. Flood I",urlne. Pt.mllJm for ~r., 10 ,~R~_...._ ... .. ......,.....,....-..........._._. .,........,1_".,. ".' ....'.. ,,- r'1ll(\O;'1l~1eI\Vl\$QEPOIlITl\DWlrH f...!!llDliR(!'iiiHH!ii} kHI '001. I1Uold In'"rono. 2 mon.ltliH 15. 1130000 1002. MOfll)lneln.uranco monltll@' ,ooa, Cllvproporlv'.... 12molllh,O$ 23,930000 1004. County proper IV laKeI month.@ $ 1005, Annul\l...."m.nl. month. @' 1008, FIQQd /1I,Jmnc. months @ $ 1001, SOIlOOL TAX 7 monlh' @ $ 62, 04QOOO ~~rt;~eWI:'Il~4#'#~i~i~~'~Mni#tn,;;i!'i@"WWW*Y.~;'i;~.~~.OOO 1 '101, $.III.nUlnl or r.lo,lng I.. 10 1101, Ab8"'" ottlll...."1t 10 1103. llll, namlna110n 10 "04, TIII,ln,u'."". ~Indor 10 1105. Docum~ml pr.pllallon tll 110U, Nol"VI...1O 1 1 07, Allamev,' IUI 10 (lnqlllllt.' '~I)v, H'm' Numb"'; "08, TIII.ln,Ullne. 10 (fne/lIdH .b~v. II.IM HI/rob.": 110g. Lllnder'l cDv8rl.lgt . 84,450.00 1110, Own,,', eOy.,ao. $ aa t 900.00 1111. END 300 100 B,l A-1 ADSTRJlC'r ASSOCIATES INC. 1112, SStJ,ER DISTRIBUTION l\-1 ABSTRACT ASSOCIM'SS INC, ~ki~\;fgpv~ajj~ENj\lJlt(;OI'iOING,1;NotrtAN'1\i,;"CHA '(lElf.) 1201, R...,dlogl...,Da.dS 23,50 : Morlgag. $ 32,50 120/, Cllvleo"nly 1" I ,,"nip,, D..d $ : MOr/gop. $ 1203. Slalllalll/.tMmpl O..I.IS ; Morlgage. 1204, TRJlNSFER TAX RECORDER OF DEEDS mi~dW,.bOlti6Niltl$litttli\Mllji'tiCliAl'lc.ll':fa\ii;i);'(\i#%%1 13Q 1; Suryev IIll 1302, PUII".ptCllon to 1a03, SEWER1\NO TRASH 10/11 1304, 1997 CO. TWP TAX ,a05, 1306, I~07 5,334,00 (POC ~tOOO,oO KEYSTONE FINANCIAL MORTGAGE KEYSTONE FINANCIAL MORTOAGE (I'OC) 226.00 C~O, 00 45.00 305.00 15.50 313.99 31,66 p., month p.r month p" monllt p.,mOnlh p" monllt p.,monlh P't monllt 267.16 434,28 (l'00) GEORGE VAUGHEN 14.00 11-1 ABSTRACT ASSOCIATESINC. 752,75 75,00 35.00 ; Ral..'OI . 56.00 869.00 889.00 30,00 72,60 287. 21 80WEIl'S PEST CONTROL LOWEll ALLEN TOWNSHIP I1ARY ANN PRIOR, TAX COLl,ECTOR 3 3 88 6,653.81 .t'l.m.n, 01 .1l1l11.lpl. .nd dl.bu,umult mad' RIOHARD C, CAMB The HUD.1 Slnl.mtnt Stll.mint w In Iccord.nce wllh lhll 1111.ment. 'I y _~(J".: _ld,jLS7f2- '.11..:_" Oat.: FISHER,I JR, EXECUTOR ll-!':'\J th I have p'ltpartd II. IIU. and accurMI. accQunl of ,tlltH.fluellon. I hall. CIUI.. or wIll taU"ll hmda 10 bt dllbur..d (J"., '''11.",,01 Ag."1: (J". ./.. ~11 WAANINOIIII. . OIlm. ,. 'n.wlngl, 01". ',I.. .",."""" I. Ih. ""II.' """"" Ihl..' on, .11,., .lmllOl "'III, 1'.",,".. 'p'" ""Ie".n" "",d.' .',". ';~PII"nm"":'" " FOI d.'.n....l Tille ,. U.S. (}od. gec\lon lOOllnd Socllon 1010. .~.6021"1,).D2 Vlltfl MontoA(l[ fORl,I9 Pl:iIIIl1.iS1UO. (IOO\&21,72W1 PAGe I 6.00 Register of Wills of CUMRf:RI.AND County, Pennsylvania INVENTORY e.t.lool Carl G. Fiaher No 1997 - 320 .1.0 knewn.ft Carl G, Fiahor I Sr. O.tHI Dealh 08/17 /1996 ,Ooc....d Socl.1 S.curlty No, 192 .18 . 8285 -- Carl G, Fiaher, Jr. , P.rson.1 R.p....nl.llv.'.1 01 the ebov. Esl.le, d.c....d, vorlfy ,h., the II.m. .pp.arlng In Ih. lallowlng Inv.nlory Includ. .11 01 Iii. person.1 ...." wh...ver shu'l. .nd .11 01 the ...1 .slete In Ih. Commonw..lth 01 P.nnsylv.nl. 01 sold Oec.denl, Ih.llh. v.luallon placed oppo.h. eoch Ilem 01 ..Id Inv.nlory r.p,...nl. II. 1.1, v.lue .. ollh. d.l. ollh. O.c.d.nt'. dealh, end llill O.cedlnl own.d no real eslate outside 01 the Commonwulth of Pennsylvania excepl thai which appears In a memorandum lilith, end of this Inv.nlory, I fINe verify Ihlllhe .Iole"",nl' mad. In Ihl, Invenlory er. true Ind corr.ct IfIN. und.rsllnd th.1 1.1,. 'tal.menl' h.reln are mad. ,ubl.clle Ih. pen.ltles 0/18 P., C,S, S.ctlon 4904 ,el.llnglo unsworn 1.1,'llc.llon 10 .ulhorlll... Personal Representative N.me 01 George A. Vaughn III Slgnatu,.: J( Attorney' Carl G, 1,0, No,: 25650 Slgn.tu.., Add,es.' 3904 Trind1e Road Add...s: 339 Dorwart Circle Camp Hill, PA 17011 Etters, PA 17319 Telephone: 717/975-9102 T.I'phone: 717/938.3311 O.led: fR/;t/tf'! Oe,crlptlon V.lue go = (I) ::'f~ rr " ~ ~ :o~ I~~ ~~ -;, r, -I<: 1'1 _I' " (See continuation page(a) at~aohed) .... \0 ""0 .... , "\) c'~ :,t';"1 (iI .... >.:)' fu: II "'0 - (Att.ch eddltlon.l.h..I, II nec....ry) Tot.l: 96 11,86, 19 NOTE: The Memorandum of real Aslale outnlde the Commonwealth of Pennsylvania may, 81th" flection 01 the personal ulpresentatlve, Include the value of each i18m. but such figLlres should nol be extended Inlo the lolal 01 the Invenlory. Prepared by the Pennllylvlnll Dlr Anoellllon Copyright (c) 1996 form loflwlre only cPSyalems, Inc. Porm'RW-7 (1992) George A. Vaughn, III Attorney at Law 3904 Trlndle Road Camp HIli, Pennsylvania 17011 (717) 975.9102 FAX (717) 975.9105 June 18, 1998 Mary C. Lewis, Register ofWiI1s Cumberland County Court House Carlisle, PA 17013 RE: Estate of.Carl G, Fisber, No, 97-320 Delli' Mrs, Lewis: Please find enclosed in two counterparts a Pennsylvania inheritance tax retumfiled for the above-referencl:d named estate along with an Inventory, Payment of the tax liablllty shown to be due on the inheritance tax return in the amount of $11 ,514,62 is also enclosed as is a separate check in the amO\lnl of $31 ,00 to pay the filing fee for these documents, Kindly process this tax payment and issue your receipt for it as usual. If you have any questions or require anything further at this time, please contact me directly, Very truly yours, ~~~glm'lII 'f:~ey Law l~ /if .~J_ i m .;"! Q, ..... g. \Q , CJ "tI ~~ ..... U'l ..... OA V Idj Enclosures (5) cc: Mr,CllI'l O. Fisher, Jr. if <nil> . ~ C.t !'.1.C\ ;'1' .tr.l =" in Iii a C:OHHONWf Al It! OF flEN~SVl VIUU A IlUlAJHHUH OF ~f:V[NUf flURf:AU or [f'/OIVJ[lUAl rAl<E.S Ilt:pr. ,'60/,01 IIAlmISP'II;l(), fl. \/1?6"Of)OI '~1}'1~< 11 S~lr~,\1'I '~J.~~~ / ,r"' ! 7!' 1..3 /) INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE Nl",21 97-0320 9'/13'1366 08-09-Y7 Ui,\;.111 H~ 11";1 - TYPE OF ACCOUNT EST, OF CARL G FISHER S,S, NO, 192-18-8285 DATE OF DEATH 08-17-96 COUNTY CUMBERLAND L"., SAVINOS ')&; CHECKING TRUST CtRTIF, EVAlYN L FISHER 1302 WARWICK RD CAMP HILL PA 17011 REMIT PAVMENT ANO FORMS TO, REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNe BANK hfls provided thn IJopllrtl'lont wlHl tho InformBtjon llstod bolow which has boon llsed In clltllul<<tlng thu !1otflntllll tn>< due, Thnlr rocords Indlcnto thnt fit tho dOl1th 01 tho Ilboile docedllnt, you woro II Joint ownor/bonollclary of this Mccunt. If you fOlll this Informlltlon 15 Incortoct, plOllSO obtain wrltton corrQctlon (rom tho financial Institution, attllch a copy to this 'or III and return It to the above mldr81ls, rhls llCcount 1s tmCllblo In accordance with the lnherltanoo Ta~ LaWii of tho COnlmon,"ctlllth ,')f Pllnnt.yIVllnla, UUIUtlOnli lIIa'llle nrmo/lIreu Ill! \ll'Ilil"l\l ,71;') 1ili-ii:Hi, COMPLETE PART 1 BELOW Account No, 5080419399 M M M SEE Oate Eshblished R~VERSE SIDE FOR 08-29-94 FIL ING AND PAYMENT INSTRUCnUN~ x 19.360,04 50,000 9,680,02 ,15 1,452,00 TAXPAYER RESPONSE RESULT IN AN OFFICIAL TAX ASSESSMENT BASED To \nsurQ pUlpar crqdlt to 1(lUr <'Iccount, t~o (ll copios 0' this notion I'lut.t accolllpany \'our p<lVlIlant to HlfI R9glstllr of Wills. Hilke check p'lyabl.g to 1 "Rog \ star j ( ~Illl s, Agent", AQoount Balance Percent Ta)(lbla Amount Subject to Tax Rata Potential Tax Due x Tax NOTF.; !f tm; pilymonts <If 0 mule within throe 0) 1'10nths of tho clococlent's doto of doath, 'IOU I'1<lY dodllct il SX discount of tho tl)X duG, An.') Inher I tnncl) tlllt duo OJ III boooma dollnquan t nino (9) months lIftor tho d'1to 01 (leath, PA~T COI FAILURE TO RESPOND WILL ON THIS NOTICE (' CHECK ONE BLOCK 1_ ONLY A, 11 Tho abov8 Inforl'llltlon <lnd t'l~ duo [s corrnct. ~_..J I. VOll milY chooso to rorllt p<l"'~lant to tho Raglstor 01 \./llls with hlO coplos 01 this noUco to obtain <l discount or <lllold Intorast, or 'lOll may chllck bl))( "A" 11l1d roturn this notJco to tho Rogistor of Wills Imd <In offlcl,li "SSIlSS~Ull1t will he lsslllld by thQ f>A Dapllrt".ont of RoyonulI, B. llHI <lboyo i1!1sot hilS bOlOn or will tHI ronortud <In(! llll( pllid OIIUl th€l Ponnsylyanla Inh9rltanc~ T,l)( roturr' ~ to bo Illod hv tho dacedont's runrosentaUyOl. c. ~ Tho abOVIIl Informlltlon l;Lj,ncorroct i1nd/oL.~obt5 MId dlllhlCtlons wire paid by 'JOll, VOlI ~ust cOlnploh PART ~; and/or PART ~ belo~, PART ~ DATE If you indicate I different tax rate, p18~s. stat. your -r RF~:;:ti~n~:l:p~~:~::d:n:~ ~~-N-~~~;;~;US~-~~COUNTS I PAD 1. D.d:.:. t!ltcblitlhcd ______. 1 2, Account 981ancI 2 2 I, Porcont Taxoblo I X . 5 b 3 4, Amount Subject to Tal( (t;t CJ , &> ~O. 0 l.. 4 5,00bhandOeduc\lons 5 -lbl'1S~,Lf1- 5 b, Amount Taxable b (') 6 7, hx Rat. 7 K 7 0, Tax Duo 8 0 8 DEBTS AND DEDUCTIONS CLAIMED (~G tlU",-d'-t d- S"N.tr 0. ) DESCR I PTl ON OFFICIAL USE ONLY [J AAF PA DEPARTMENT OF REVENUE PART 2" TAX LINE PAID PAYEE AMOUNT PAID - -,-- I I -- TOTAL (Enter on Un. S of Ta)c Computation) Under plnaltil' 01 perjury, I dicIer. th3t the comCJ.t~ to thl b~.t of ~~ knowledgu and bllilf, W~' 0 JJJ-t-~ TAXPAYE RE facts I have reported above arB true, correct and Ii9J1~___L_:IJLLJ.J "1 - 2. !2J...___ WORK (Lila) '-W" Y 4 /-"l-- 3-1'1- '/8 TEL~--- DATE GENERAL INFORMATION 1. FAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSMENT witll ,'1Il111Ic/lhlo IntflrOlt hUlld ~ InforMtlon wulllll\ttlld by thl flnanel,,! Ir'lltltllllCltl. .;l84P,l 7. Intll'ultllncB tnl< tJ&iCO/lllll clillllnflUUtlt I\lnlt Month!! ,lilliI' Hili lI11(.IHllIf\l'~ dulo nf clnIl1h,. 11"-3 r> .L A Jo Int ncamlnt I. f.oxohlCl UVIHI thml!)11 tile llneucllUl\' 'I nllMO WilB ,'fIlIiH] il~' r,,~lIur of f.onvnn II\nCIL rif 11101 (t, ACl;:ounts (lncludlnQ thoUl hnJtI hlltwolln tw&hilllfl '\/1t! wllo) wtllt;h lhll dncndMlt Ilut In joint 11M"" wllhl'1 vIlli 'IIHH' prior 10 death art 11111'1 tnlCftblu 01 trl'lnthrll, S, Aocounts ulnblllhlld jolf\tlv between tllllbllnd nntl wlfo ,.orll thnfl onn YOllf llrlor to dt1l1th llf. not tnKobln. II. ACCIJ\lnh hold by II ~'c.dllnt "In Hlut lor" ,mothnr !If olh'" MQ to>lllll18 fully, REPOR~ING INSTRUCTIONS PART TAXPAYER RESPONSE I, BLOCK II If the InforMtlol'l nnd (10lllPut"tlon In the notlcQ <lrR r.orrect nnd dotluctlon!l lire not oiling lll<1I"'.d, plact nn "I<" In blOCk "^" of Part I of the "TnKpnvar Ruponu" uctlen, Slfll1 twn caplO!! Ilnd ~1l11llllt U"11Il with your chacll, for thl llmount of tlll( to the 1191l11'.r of Wills of tho COIIn!V Indlotltocl, Tha fill llopClrtment nf RnvQl'lUI will luu. lln offlclnl 1I11llUm~nt IForlll REV-1S<l8 U(J upon recolpt of tho ,'.turn ''-011I tho Rogl>>lef of Wills. " " IIl0CK B . If the lI.ut IiPlolfled on this notloe hnl tuum or will be reported find till( rlllcl with the f1AnnlvlvlInlll Inhorltnnol Tnx Rolurn filed bV thl deletel_nt', ropro50ntntlvo, pineo an "XU In block "R" of PMt I of Ihe "Tftlipll,/er ROIPonu" 500tlon, Sign 01'18 copy nnd r.turn to IhA PA D.pnrt~lImt of Revenun, 8uroou of Indl...ldual Tt!llU, Dept 280601, Harr l-~burg. PA 17126-0601 in thou on....lop. prpvld.d. !I. BLOCK C - If tne notle. InforMation Is Incorroot nnd/or df'duot.\ons or. being olal",.d, check block "e" tlnd oOlllpl.le Ptlrts l? Ilnd 3 <lCCOrt1lng 10 HI. Irlttructlon. bUloW. :>Ign twO copio~ llnCl ~\ll:IlIllt H10"l '11th ~'"ur ~1U1l,)1, 'Cor tr,(, Mlu<lli\ tJi UtA IH\YaOJe to ene lfegut4Ir ot "hils of the county Indicated. Tn. PA Dopllrt",.nt oJf Rov.nu. wlil Iuu. IIn offlelal n...ulIlent fForm REV-IS48 no upon r.celPt of tho return frOIll th, Raglster of Wills. TAX R~TURN - PART 2 TAX COMPUTATION lINE 1, [ntelr N01E: the dllto tho IICCQunt originally W8S l'I!ltllbli,hod or tltlod In thll ",annnr oxl,tIn\1 at datu of dQllth. For 1I decedent dying IIftor IUlZ/82l Accounts which tho dllcndent pllt In joint MIIlU within ono (I I year of d.ath Me ta)(dbhl fully tiS tran,f.rs. Howevor, thQrn Is <In oxclu$lon not to olloeod B,OOO per tr"nsferfl. rogMdlets of the valIJII of the account or the nIJ~ber of nccounts h,ld, If a double ftltCirlsk (11II\ app.nrs bllfore your first mill. In the IlddrolS portion of this notlc., tha U1000 81<cluslon oll"llIady hasoeAn deductllld from the ncc(lunt halar1co as reportnd by thfi flmanclal In!>tltutlon, l? Enhr' the total baiancll 0# thll Ilccount Including Intor8lit accrued to the date of duth. l, Thll percent of thl otcount thllt Is h1xable for qaoh ,urvlvor Is deterllllned liS follows: A. The perelnt tlllCabllil for joint assyt$ established more than on. yur prior to tha dGOllldlnt's dOllthl DIVlDED BV TOTAl NUMBER OF JOINT OWNERS ExaMpllll A joint asset roglttlllred DIVIDED BY TOTAL NUMBER OF l< 100 .. PERCENT UKABlE SURVIVING JOINT OWNERS In the name of the decedent llnd two othllr porsons, 1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BV l (SURVIVORS) . .167 X 100 16.1% (TAXABlE FOR CACH SURVIVOR) B. The parcllnt tal<ablo for assets creatlld wlth!n onu yaar of thll doced.nt's death or accounts owned by the d'cfdlnt but held irl trust Inr nnolher Indlvldual(s) {trust bQnoflclllr!uJ: 1 DIVIDED BV T01Al NUMBER OF SURVIVINO JOINT O~NERS OR lRUST BENEFICIARIES )( 100 PERCENT TAXABLE El<lI.ple: Joint account r.illt.red in the na.e of th" decedent tlnd two other p.r.on. and establl,ned wl~hln ona year of death by tn. d.cedlnt, 1 DIVIDED BY Z (SURVIVORS) .. .!iO K 100 SO% (TA)(A!LE fOR EACH SURVIVOR) 4. The a..ount sUbjlct total< (line 'tl Is det.rllllned by I'lultlplYing the account balance (line Z) by the percent tll(lIble (lln. :!l. ~, Enhr the totlll of Ihe debts And dlductlonl I!stlld jll Pllrt ~, 6. lhe alllou,,' tllllQbh {line bJ Ij d.t.rllllned by ,ubtrtlcting the debts and d.ductlons (lIn. ~I fro. the ""ount SUbJect to tax <lIne toJ. 7. fntAr thll IIl1flI'Orri!lt.. t!'''' rllte '1lno 71 :l~ dQtorllllnQd bult>,4. A. For dAte, of d.ath occurring aft.r 6/30/Q4, the t". rAI.s for trAnsfers tn SpOUI.' Arll as follnw'l I, D_\'u of dllfllh on or Aftllr 11l/Q4 l'Ind before III/CIS Inll rate II 3%. 2. Oaln of dll8th on or nfhr l/l/QS trllnlllHs 10 spouus will be t"lIild 'It 0% tal< rate. Notlll for dates of d.ath prior to 7/1/94 trMSfers to $I)OU58$ Mil ttlllllble At hi:. B. Transfer. to Iln.al descendants Includlni 'lither, Moth.r, son, dal,lghtllr, grllndcnlldren, son-In-law, daf,/ghtllr-ln iaw, stllpctlild tmd thlllr ISSuIIlIre tl'Ixable lit six pllrcont (h%1. C. Tran,'e,. to all others including broth.r, slshr, uncle, aunt, nephew llnd niece nre tallllblo At flfte." Plrc.nt (lS%), D. If )IOU change tnll tall rllte, p1eallilll IIp.elly your relAtionship 10 the decedent In thu Area provided. B. The 1I1110"nt 0# tall du. (Iln. 8) Is dahrlftlned by IIIultlplylng tho <'IllIount ttlllablo (lIne 6) by the tlll< rlltlll (Iln.. 71. CLAIMED DEDUCTIONS - PART 3 OEBTS AND DEDUCTIONS CLAIMED Alloweblll d.bt_ Ind deductl~n_ are d.t.,.lned as folloWSl A, You lllgallv are rlllponllble for pal'.ent, or thlll astatll sl,lbjeot to Ildllllnlstratlon by 1I pllrsontll roprosentatll/I It inlIJHlclllnt to pay the dtductlble Itl"'l, 8, You actulIlly pllld the debts tlfhr dlltlth of thll daC;"d.nt I'Illd can furnl!rh proof of paYJrllln\' C, Dllbts blllng olal"'ild IIlUlt ho ItollllzCld fully III Part 3. If <lCldltlnnaJ splice II l1..ded, use plain PdPClr 8 112" . II", Proof of pll)l.ent ",ay be r.quuted hy the PA Ollpllrtlllilnt of RIIl/enUII. - :J TAXPAYER ASSISTANC~ IF YOU NEED FURTIlER INFORMATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717) 787-8327, TOOt (717) 772-2252 (H~INO IMPAIRED ONLV) Payments against the estate of Carl G, Fisher after August 17, 1996 Withdrawals from PNC !lank Account 50.8041-9399 464 8/19 Kuppenhelmer Men's Clothes (Burial Suit) $ 213,lJO 8/19 Evie Cash (burial socks) 1.33 8/20 Evie Cash 1.0 Tom 16.lJO MACs 8/20- Cash for Wake ItelTls al 403 Boas (approx) 60,00 8/24 Cash to Torn (6/22) 20,lJO Food for family stayinR at 403 Boas (approx) 60,lJO Evle loan for NYC trip (.. ) 2lJO,lJO If 465 8/21 American leRion 1001 (Wake) 350,lJO 466 Joanne Puskarich (Sue Amtrak tkt. supplies) 2oo,lJO 325 8/27 PAWC (Water Bill for 1302) 53,18 468 8/27 Evie's Amex (Computer parts - okayed by CGF, post.funeral Rifts) 850,31 469 8/27 Papa's USA VISA 295,90 471 8/27 PHffA (Horne health care supplies) 134.76 9/3 Evie Cash to Tom 10.lJO 9/3 Giant Food Stmes (Sue. Tom food supplies) 60.99 917 Fox's Market (Sueffom food, 1302 house supplies) 18,31 474 9/10 Preston Beall (Evie MD Rent) 375,lJO 475 9/13 Evie VISA (Evie, Sue, mf funeral outfits) 350,lJO 486 9/13 PHffA (Home health care druRS) 48.02 487 9/13 Post 1001 Turkey Blitz 100,00 488 9/13 Messiah Village (Horne health care visits) 30,{){) 9/15 Karns Food Stores (Sue food supplies, flower gifts) 10.01 MAC 9/15 Cash for Kip loan to Torn ($40), Sue woceries ($120) and incidentals (Sue socks, snacks, etc,) 200,lJO 489 9/18 )C Penney (Papa druRS) 10.79 483 9/18 Bell Atlantic (Phone Bill for 13(2) 28,04 484 9/18 PP&1 (Elec Bill for 1302) 58.82 485 9/18 Penn State (Annual fund on behalf of Papa) 50,00 9/29 Super Fresh Food Stores (Sue/fom, 1302 supplies) 64,44 494 9/30 Papa's USA VISA 22.24 495 9/30 PAWC (Water bill for 1302) 29.57 496 9/30 UGI (Gas bill for 1302) 17,88 497 10/1 Preston Beall (Evie MD rent) 375.00 498 10/10 Messiah Village (Home health care visits) 19.00 499 10/10 Bell Atlantic (phone bill for 1302) 19,86 500 10/11 Deposit to Evie account for Kip/forn tennis shoes) 139,96 MAC 10/11 Cash (to Tom/Sue for incidentals) 60,00 10/13 I1F MAC (for Sue wocerles, cat food et al) 45,00 501 10/14 Cumb Co Transportation (for Sue to Cm 39.00 2 " 502 10/14 Suburban Cabll! (for '13(2) 49.06 503 10/14 Nelli funeral Home 6,350,{)() MAC 10/27 Fox's M.ukl,t(l'ood supplies for Sue/rom) 74,82 MAC 10/27 Cash (n02 deanhlR supplies, shampoo, etc) 50.00 504 1114 Cumb Co Transportation (for Sue to Cn) 57,00 505 1118 Preston Beall (fvie MD rent) 375,{)() 506 1118 Liberty Mutual (1302 I tOlTlcowners' Insurance) 248,00 507 11110 PAWC (Water bill for 13(2) 28.01 508 11110 I'PM (Her bill for 1:l(2) 36,29 509 11/10 UGI (Gas bill for 13(2) 84,45 MAC 11/11 Cash (Sue Rroreries) 60,00 11/11 Cash (Evie mistake, so must be considered loan) 60,00 If. 510 11112 Pro-Clean Chern-Dry (carrwt deanlnp,) - I? D ~ 137,69 511 11/21 Bell Atlantic (phone bill for 1302) 19,59 512 11121 Suburban Cable (for 13(2) 49,06 513 11/2'1 PP&l (Elec bill for B(2) 28,86 514 12/1 PAWC (Water bill for 1302) 22,54 515 12/1 360 Communications (Evie cellular phone for Papa/Sue-related mailers) 86.55 516 12/1 Preston Beall (Evie MD rent) 375.00 517 12/6 Kip (for Sue expenses and travel) 100.00 MAC 12/7 Cash (Sue Rroceries) 50.()() MAC 12/10 Evie toan 61,00 ,*" 518 tv'DID .- 'ij, 519 12/18 Evie (for Christma~ gifts to Kip, Tom, Sue, Rich) pe y' (Ja eo-'s I~tu',' ,.( inSffiJd-.) 660,00 A,8 12/29 Joanne Puskarich (for Sue's needs) ? C 12/30 Suburban Cable (for 1302) 49,06 D Void E 12/30 PP&l (Elec bill for 'l302) 22.61 F 12/30 CPARC (Membership to Retarded Citizens Assoc,) 25,00 G 12/30 Bell Atlantic (Phone bill for 1302) 62,22 H 12/30 PAWC (Water bill for 1302) 17.41 , 12/30 Erie Insurance (Aulo insurance for aids, Caddy) 255,00 J 12/30 UGI (Gas bill for 1302) 155,10 K 118 Preston Beall (Evie MD rent) 375.00 M 1125 HACC (Evie WrilhlR Class) 140,00 7r: N 1/25 l'irestone (Evie) 34,96 .t- 0 2/1 Firestone ([vie) 328.56* 2/4 Cash ([vie loan) 60,00 .... P 2/8 HechinRer (Evie) 46,38 ;t. 2/8 Cash (Evie loan) 60.00 ... Q 219 111e Bon Ton (for Sue underwear, clothes prior to delivery of her to Aunt Joanne) 165.37 R 2/9 UCI (Gas bill for 1302) 141.08 .s J/'i rf\.w c- (Vvcw'(" 'c1Lu 11M \?Ol.) ll. '-''i 1" i-ft, PI"f.Sh", 1'>r"J.I 3'1~,~ \J 3/\ JO~"1\e Pv.S/LH'\ cI" ,oo,op 3 M().", ~fl~ ('?Ish ([-vie ~v~",,) 020,00 ,t ,~:=. E.~~l'i" n,h< (' pcr~Oy\,,1 OENEkAL INFORMATION 1. FAILURe TO RESPOND WILL RESULT IN AN OFFICIAL TAX AssessHENT wl\h AJ'lpllellbll Int.,ut hilled on Inlnrllllltlon lubllllt\ld by thl fln.ned,l Inltltullon. ~, Inharjhnlll tu lIIGO'" dlllnqulnt nine ",on'hl flft.r thl "ICldtllll', cIotlof dlllth. ~. A Joint IUlCiount II tItllllbl. IYln UlOugh thl t1I1Q'o1lnt'. nlllll wilt IIddlld .n It ",,"lIlr of conVIMllnell. ~. .cGauntt (Inoludlng tholll h,ld b.t.....n tultbund /lnd willI which 1111 docllrllllnl Ill/t In Joint ntllll"t4lthln 0'" vu, prlr,lr to d..'h II" fully tlMlbl, III tran,f.rl, ~. AClccunl, ..tllbllltau Jolntl.,. b.tw..n hutband And wlf. 1II0r. Hum ont '11.1' prior to fl..th III" not tllllbl.. b, ACQount. hlld t)V t lIle.dlnt "In tru.t for" nnothAr or other. Mil t!lICflbl, fully, REPORTINO INSTRUCTIONS PART TAXPAYER RESPONSE I. BLOCK A' If thl Inforlllltlon IInd coltJluta\lon I" th, Mtlel II" cornu:t nnd dlductlons lIrO nut b.lng clal.ld, plllcolln ")(" In blr>Clk "A" of Pllrt ,1 of th. "TII~,uIYflr ~.,punu" 'octlon, Sign two COld.. Ilnd sub.it Ih.. with your ch,~l< for tn, ".ount of tl" to th' RIglltlr of 1041111 of thl cOllntv inulc.t.d, lhl 1'1. OOPllrtlllltnt of R,YlnUI will l"uI,1n ufflcllll 1I"'''lIIlnt (For. REI/-li4' EXI upon r.ulPt of Iho r.tVln IrOIll \hl Raglsllr of Willi. 1, BLOCK B . If the ....t sPlclflld on thl'! notlCI hili b..n or will bl r,portld and tu plld with thl Plnnlyly.n!a Inh.rltllncl TIlll Return flied bV thl dlcedlnt'lI rQprcuentfltlYI, plllC. <'In ")(" hI block "8" of Pllrt I 01 the "TlulpllYlr Rlsponu" Slctlon, SllIn ani OOpy Ilnd r.turn to thl PI. D.p.rt",.nt of Rlvonul, Bur8ll\.l of Individual TaxII, Dctpt Ze060l, Il/lrrlsburg, PA 17IZe-O~tll 11'\ th. .nv.lope provldld. ,\. alOr,1I: C . If thl notice lnforlllltlon I' Incorract IIndlor d,ductlon, are bllng clal.ld. chlCJk block "e" .!Ind cOllplet. Pnrts Z and 1 IIC:Qortllng 10 H'" inHll.loUU... u.I".. Jig" ''''ol oopl.,; nnti ~..bllllt ~t-.... ..jth Y'''lr echfltl" lor 'hi ,,,"oun. Qf t,.M Ilayabll to thl Rogllt.r of Will, of the county indlcatld. Ihe PA D.partment of RlVllnul will htuI an official aUlu..nt (Forll REV'I~411 E)(I upon reclipt of thl return frol thl RIglt'"r of Will,. TAX RETURN - PART 2 TAX COMPUTATION lINE I. Entlr NOTEl thl detl thl account originally WII o.tabll,hod or titled In the ~annllr eMistlng at dat~ 01 doath. For a dlcldlnt dvlng n'ter IZl12llll1 Aocounts which thl dlcod.nt put In lolnt ntIMel within one {Il Vlllr 01 dloth are tlMobll fulh as tranllll"s. ttowever, th'" Is an 'Kelu.lnn not to IX cud H,OOO per trllnlhroe r'Ul'dl.u of the vlllu. of the acco~t or thl nu~b.r of nccounts h.ld. If. dOubl1 asterisk ("I applars bufllr. your first 1'''' In the addrl" ~ortlon of this notlel, thIH,OOO IXchlllon Il,eltdy has b..n dlducted froll the account b:tlancl al reporhd by the financial Institution, 1" Enter thl total balancl of thllUlcount Including Inttlrut accruld to thl dtlh CJf duth, !I, Thl plrCln\ 'of the i'locount that II taxnblo lor 8ach wrylvor II d.tlr.inld as folloWl1 A. Thl perclnt taxabll for joint a"lt. altablluhld ",ore than one Ylar prior to the de..tiIdont.~ deathl DIVIDED IV TOUl NUHIER OF JOINT OWH[Ri EKallplll A joint nut regllterld DIVIDED ev TOTAL UUHIER OF )( 100 PERCENT TAXABLE SURVIVHIG JOIHT OWNERS In thl na~1 of thl dlcedlnt and two oth.r plrlons. 1 DIVIDED IV 1 (JOINT OWHf.:RSI DIVIDEO BV Z (iURVIVORSJ . .161 l( 100 . 16.1% (UXABLE FOR EACtl SURVIVORJ a. n..e percent tuable for I"..tl creatld within one Vlar of thl dlced.nt'l deat" or llCcounh owned by thl dwcltdlnt b~lt hlld In \rust for another IndlYlduaUsl <trust benellclarl..l: 1 DIVIDED IV TOTAL NUHBER Of SU~VIVIHO JOINT OWNERS OR TRUST BENEFICIARIES l( 100 .. PERCENT TA>lUlE EK8IPle! Joln~ ftccount r'9istlr.d thl dec:ldlnt, 1 DtVIOt:D IV Z ISURVIVORSI .. .SO In thl na.. of thl dacldent /W\d ~wo other pUrlonl and ..tablithed within one Vlllr of dull' by l( 100 SO% (UMAlLE fOR UCtl SURVIVOR) 4. The ..aunt 'llbjlct to tall Cllnl 41 Is d.ter~lned by .ultlplylng the Iccount blllnc. Illnl?1 by thl Plrcent uKable 1111'1111. S. [ntlr the totll of the dlbts and dlductlo", IIHld.ln Plrt 3. 6, Thl IlIou"t ta~able Illne hi I' detlr.inod bV IUb1ractlng thl dlbt' Ind deduc110ns {llnl ')1 froe 1"1 ..01.1", IUOJ...t t'" 11M Illn.. "!. "/. Entlr thl approprlatl till rite <lint II III datlr.lnld bllow. A, for dltll 01 d..th occurring aftlr 6/50/'14. thl tax rat.. for tranlflrl to .poul.. are u 'olloWI! I. nate, 01 "J Ith on or aft.r 711/'14 and blforl I/l/tli 'hi rllte I, 1%, Z. Oltu o' outh on or afl.r 1/l/tS trlllMfI" to IpOU'" will be taMld lit 0% till ratl, Not.1 for d'~I' of dlath prior to '/1/Q4 transflr. 10 IPOU,I, arl t.lIabll lit bX. I. Trenlf.r, to Ilne.1 datCIMdli"tl Including flthlr, 1II0ther, lon, a.ugh1", grandchlldrln, son-In' law, dlughter-ln'I""', ,tlpchlld find thllr InuI IIr. ta~abl. lit .111 plrunt 161:1. C, 'rentfer. to all others Including brother, II,ter, uncle! aunt, nlphlw and nllcl "'. taxlbll nt flft,.n ptrclnt llliiO. D. If you changl the ta~ r.t., pl.ase IPlclfy your relationship to thl dlcldlnt In thl ar.1 provided, I, Th. allount of till dUI (11nl II II dlltlrslin.~ by lIIultlptylng the llIIount taKlbl1 1111'1161 bV thl talC rate Cline 1J. CLAIMED OEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabll dlbts and daductlons Ilr. deter.lnld al folloWl1 A. 'tou h911111y II'I r.,ponllb11 foJr pcy..nt, Dr thl .Ihte subject to IIdalnlstrlltlon by a plrsonal ...pra"l'It.t IVI I' Inlufflcllnt to PlY thl dlductlbll Itl", a. Vou .clulllv "lid thl dlbtfi aftu duth of the dlClldent Ilnd elln furnllh proal of paY.lnt. C. O.Ms bllng clll.ed lIIult be lta.ttld fully 11'1 Pert 1. If nddttlon.1 Ipace I. nud.d, UII plain papur I 112" II II", Proof of pey..nt .0 bl r.quII.tld UV th. PA Ollpllrtlll.nt of R.....nu., TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANY PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL TIlE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INllUIRY UNIT IN ..n.. ,.,......... .........M ,..,.., .....,,., ,.,~t''"J rtfl""D'''''' ,..,t)",pr:n nNIV' REGISTER OF WILLS, PUIlt'OSE Of NOnCE I To f~lfl11 t~ reqUlr...nt. ~f Section 2140 of the Inheritance and Elt_t. lD~ Aot, Aot 21 of 1995. (12 P.i; $HUon 9litO). PAlllENT, Detld\ the top portion Clf tilh NoUoe and 'l'l...bltlt with your pay..nt tQ tht Regilt.,. of NUll prlntadonthe' re",er.. sleM. __ ""'Ill check or IIOMY order pneble tOI RE01STER OF WILLS, AGENT. Rl:FUMD (CR)I A r.fundaf III tal< (IrecUt, tihlch Nal flot requested on the tax ,.etUl'n. .till b~ requasted by cOIIPl.Ungllil1 "AppUcetJon for Refund of Pennllllvanle In~rlteno. end Estate TOk" (REY-1313J, AppllcllItlons are available at the Dfvlce of the Reghter of Wl11tl any of the 23 ReVlll'llHl District offlool or by caHln; the IpII<<llal 24-hour an5Ml1dng IOrvloe ~rl fol' forllf; ordarll"lgl In Pennsylv.ni. 1-&00-362-2050, ouhlde Panntylvanla and withln local ti8rrhburg area (717) 767-&09'1, TOOl (717) 77?-i::2S?' (Hearing bps1rod OnlY). OBJECTIONS I Any pflrty 1n Intarest not satisfiad wUh the approhlt_Jtnt, ,t!1owan<le or dhnllc>>umoQ of d.w';Itions ar analMlHlt of tax (*noluding discount or Interest) fll shown nn thlw Not1cQ .ay objeot ulthln sixty (60) day. of recaipt of this Notlc. by: "-writtan prot..t to the PI. Oapartflont of ReVAnlliJ, Bo~rd of Appeel&, Dept. 181021, HerrhbUrg. PI. 17128~1021, OR ~~.laot1ng tCI have the IMtter d9hl-lIlnlKl lit the oudlt of the !Jccount of the per500al r",pre.cmtaUve, OR --appael to the Orph~s' Court ADM1N- IS'l"RATlIIE CORRECTIONS: r:aotual orrors cthcoV8r~ on thh a:uauaent should be IlddrOlUd in wr1tlnl:ot tOI PI. Depert..nt of Revenue, BuraltU of Individual T8)(.., ATTH; Post ....ss..nt Rllview Unit, DEPT. 280601, Harrisburg, PI. 1712'8..0601 Phone (7171 7e7~6S0S. Sea pltgG 5 of the hooklet "Inltruotions for Inherltflnee Tal< Raturn for e ReB1dent V.cadant.. (REV-150!) for an exphmatlon of IId1llnhtl'8tilollill.y correchble errors. DISCOI..n I If any tox duG it Pl!lid wJthin three (3) ealanOflr .ooths after the decadent's <<aath, II fl'/e pGilr.cent (5%) dl.~ount of the tsx paid is ~Ilowed. PENAlTVl The 15~: tax INIOIIsty non~"rlrt1clP6t1on ponul ty is (:(\NlPutlJd on the total of the hix and interu,t a..used, and not Plllld before J3r\Uary 16, 1996, tho flrflt day Bftel' ttw and of tho tax n.nalt)' period. Thh nonMpart1olpaUon ~l tv it 8Ppenlebhl 1n the .... .8nnlll' ttnd in the the SlItKl till. por1od as you would appeal the tax and lnter..t that has ~n IU'9"61d a. Indic8ted 011 this notlen. I r j I , INTEREST: Interut is charged beulnnlng with flrflt day of d.UnauaMY, aI' nln. (9) .onths and one (1) day frOll the dete of duth, to the date of pey.ant. Taxu which baean dflllnquent before January 1, 1982 be." Inter..t .t the rate of ,Ix (6%) plllroant per UIIl1UIl calclJhltlMi at fI daily rete or .000164. All t.~e. which ~... dalinquont on or after January I, 1982 will b.llIr Intor~st at 8 rllltG which will Vlry fr~ c.lIndar y...r to o.haodlllr yeer with that reh announced by the PI. Oepftl'tDent of Relo'lltlUfl. Tho applioabll! in'tere.t rate. for 19M:! through 1996 are: Velllr Interollt Rata DailY Intflrut FBctor Veer Intflrest Rete ~~~rut f~tor 1982 20:< .0(10548 1987 9% .000247 1985 16i: .000436 1968M1991 11% .000301 19.. 11Y. .OOO~Ol 1991 9% .000247 19&5 13% .000356 1993"1994 7% .000192 1986 10Z .OOOZ74 1995-1998 9% .000247 ~fllntel'e.t is Ollloulated liS fol1otlSl INTEREST = BAI,f,~CE OF TAX UNPAID X NUKBER OF DUS DELINQUENT X DAILY INTEREST FACTOR fl-Any Hotlc. luutld aft.r ttm tax beeOllu dfllinqlHll'\-t will refleot en Interest llaloulation to f1ft..n OS) deya hqayond tho date of t.... lIueulHlnt. If pBV..nt is Dildo efter t1lC1 ,tnt.r..t oOllfllltatlon dllte lhown on tha Hottoe, addltioollll inter.st .u~t be cHloulated. _.Df titTle!:: I To fUlfill the r.qulr.leRt~ of s,otlon 2140 of thO InhtrlttnOI and E,tate T.x Aot, Act tl of 1995. (12 P.S. SeotlOf\ 9140). htRh ttw top portion' of thh MoUe. and luaU with )lour pelVlllnt to the R,ahter of Wll11 pr1nt.don to. rev.r" .11M. _~ 'I4Ilk1 ohMk or ltOfl8y.ordar PBYebla tOI IlEOlSTER Of W1.LlS, AGENT. PAYMENT I REFUND [CRl, 0 r...... o. . ta. orodlt, which w.. not r......t.. on tho t.. r.turn, .., .. ronu..ta. b, o,..l.\1no an "0..1Io,\1on for Refund of P8Msyl\fanle Inher1tenoe ..net (.tate T8X" (RE\'~B13). Applioationl are 8vellablCl at thtl OffiCI' of the R.vltt.r of W11h, an:,' of the 2~ RIVln<JiI fJlstrlct offiCII' or by 0,,111051 the 'PfIc!al 24~huur IIInllwerlnll ..rvloa nullbefl for forllll DI'doringl 11\ Penn.ylvanln 1~8DOM'S62-2050, outsldl pennllylvanhl enll ..ithln local ""rrhbUrg ftf"ft (711) 787R80lJ4, TDOII (117) U2M2252 (HaRring IIlPltlred OnlY), D!JF.CTIONS I Any pllrh In interest not satJsUed ..l'th -the IIPprlllse...nt. II11OWI'lnCle or dhnllowance of dAductlons or oss.u..nt of tllX (including discount or Interut) as shoMn un this HoHoe .ay objeot within sbty (60) day' of r~.lp1; of this Notioe bYI --to\rlUMl prote.t to the p", DapartllOnt of Ravor\lKI, Roord of APpeals, D8"t. 281021, ...rrltbUrg, PA 17126~1021, OR --.lecting to htlVII tho .aUer deterlllned at the 'audit of tho M(lOunt of the "ersonal ,'epresentative, OR .-epP41l1 to 1ha orphftns' Court I \ \ ADMIN- ISTRATIVE CORRECTIONS: Faotuel 8rror~ discoverod on th16 euun,mt should be addr8u8d ln ~,rltl"g tOI PA I)I;lpart.ent of Revenue, Bllr,.au o.f Individual TadS, ATHh Post ASllBUIIClnt R.vie~1 Unlt, nEPT. 260601, Imrr.\sburg, PA 1712&-0601 Phon. (717) 781-6505. See palJfl 5 of the booklet "Instructions for Inher1ttmoe lax Return fvr . Rfts1dent n.cedont" OU:IJ-1!i01) for an explanation of adlllnistrQtivalY correctablo errors. If any te)t due 1& paid within three (3) calendl'lr Ilonthi' after thlil deoadent'u death, 8 f1VD percent (SiD diocount of the tax paid is allowed. 1hlll IS;: tftX ftIInosty non-porticlPlltlon panl'lltY is cotlputod on tho total of the tll)( .nd interut assened, IIlnd not paid bafore JlIOUar)/ 1", 1996, the fir.t dew 8fter the end of thQ tal< nllnllsty period. Th19 non~partlclpat1on .....lty I. .....Ub.. In tho .... ..nn", .nd In tho tho "'0 II.. p.r lod .. YOII ",ou'. ....., tho t.. .nd Int.r..t that has bean au...ed as indicated on thilt noUce. I ( r DISCOUNT: PENALTY I IHTERE!lT1 Interest It cheroed beginning '\tith first day of dellnQUGncy, 01' nino (I)) aonths and one (1) day froa the date of death, to toe date of payaent, laxel which boc~Q delinquent before January 1, 19&2 bear lnterest at the rate of sh< (6;:) '18rce"t per annu. oalculated t\t a dlllht rate of .000164. All taKes whIch bee_e delinquent on or flftor January I, 19&2 will b~ar Interest at tI "lite whioh will ",ary frOll oalondllr ye.r to call1ndflr )/ear with thflt fllte IInnounned by the PA Deptlrtftent of Revenue, The ap"Ucable intGrBst rllt8' for 19&2 thrDU9h 1998 er81 19&2 19ft! 1984 1985 19f16 -~lnter..t 201: 161: 11:< 13Y. 10;: i8 oalculated 8S .000548 .000438 .000301 .000356 .000274 follows: V"ar tnterest Ratfl ~nhreflt raotor 1967 9Y. .000241 19&6-19rn 11Y. ,000301 1992 91: .n00247 1993-t994 1:1. .00IncJ2 1995~1996 97- .0001.47 Vear Inter&st Rete Dally lotereat Factnr INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~~MY Notice iu....d after' ttle tal< becolll8S delinquent loI11i reflect an lot.reS1t 01l10ul8tlon to flft..n (lIH day' beYond the date of ttw ....e..nnt. If paY.llnt is .ad" lifter the Int.rtllst COlQJutaUon dab shoWn on the NoUc., additional int.r..t "Ulllt be caloulfthlCt. IS: Il/ ,- Ie:? BURE.U OF INDIVIDUAL TAXES IHUr:P:ITAHCt Uk UIYIIHON rn:PT. taoftOl HAMnISIUAG, PA 17!l&D0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWAllCE OR OISALLOWANC[ OF DEDUCTIONS AND ASSESSHENT OF TAU 1)6-24-1998 FI SHER 08-1"1-1996 21 97-0320 CUMBERLAND 101 E~--:~==.~~~~J~~~-3 MAKE CHECK PAYABLE AND REMIT PAVMF,NT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORnON FOR YOUR RECORDS .. iiEV:is4'nx"AFP"iiiF97Y"iicii''fcE""OF"i"NHEiiifAiicE"T"A'x"XppjiA-iiiEHENT~--iiiXoWAiicE-OR---"---_U---""-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CARL G FILE NO. 21 97-0320 ACN 101 DATE E8TATE OF DATE OF DEATH FILE NUMBER COUNTY ACN GEORGE A VAUGHN 3904 TRINDLE RD CAMP HILL III PA 17011 ESTATE OF FISHER TAX RETURN WASI I X) ACCEPTED AS FILED ilEsEilvAi'ION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l estot. (Schedule AJ 2. stocks and Bonds (Schedule 8) 3. Clos.ly Held Stock/Partnership Int.r.~t (Schedule C) 4. Hortgage~/Not.. Receivable (Sohedule D) 5, Cash/Bank Deposits/Misc. r.,...sona]. Property (Schedule E) 6. Joint.lY OwMd P,..op.,.ty (Schedule Fl 7. Transfere (Schedule G) e. Tot.l .h.~ts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exp8nse~/AdM. Costs/Misc. Expenses (Schedule H) 10. Dabts/Hortgage liabilities/li.ns (Sohedule Xl 11. Total Deductions 12. N.t Va1u. of Tax R.turn 13. ClwrHab1e/Govern...nta1 B.quests; Non~.l.cted 9115 Tt"ush 14. N.t Valu. of Est.t. SUbject to Tax NOTE: RECEIPT HlIHBER AA269937 AA296340 DISCOUNT 1+) INTEREST IPEN PAID (-) ---- .00 300.28- (9) (10) III (2) (3) (41 (5) (6) (7) ) CHANGED 88.900,00 2,247,05 .00 ~ 5.251. 44 11.681,87 107.623.89 fa) ( ,. . .u-,,'1' n Aft "~,tI) CARL G DATE 08-24-1998 HOlE: To insure pl'op8r oredit to your acoount, .~it th. up~.r portion of this for~ with your tax pay..nt. 215.704,25 22.882,01 911 ,99 (11) n. 7Q4...oJL (12) _191.910,25 (13) ,00 (14) 191,910.25 (Sohedule J) will ,00 191,910,25 .00 X ,00, ,00 x' 06=---U .514.62 X ,15,_ .00 (1a)_ 11,514,62 AHOUllT PAID 300,28 11,514.62 BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-19-1998 TOTAL TAX CREDIT - ~.- BALANCE OF TAX DUE INTEREST AND PEN. -----.. TOTAL !lUE If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 reflect figures that include thB total of Abh returns assessed to date. ASSESSMENT OF TAX: 113. AMount 0'1 line 14 at Spous.l rat. n!i) 16. A.ount of line 14 t.xable .t l1nea1/C!eu A rlllto (16) 17. AMount of Line 14 taxable _t Collateral/Class 8 r.t. (17) 18. Principe1 Tax Due TAX CREIlITS: PAVHENT DATE 04-04-1998 06"'18-1998 11.514,62 ,00 823,2'1 823.27 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCUI.ATlON OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN $1, NO PAVHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAV BE DUE A REFUllD. SEE REVERSE SlUE OF THIS FDRH FDR INSTRUCTIONS,) " ...-.#"__,'\."',.....""1".,,, nO GII' 't;1 ":~~ r4.-' ~B ::oil? tll n F I',! ~1--~ r' 0', N "'" ;., -~ ; f',' ("7\ ,,", RESEAIIATlOl4. R...... .f _'. dyl"" on .r ".f.r' llOt>_r It. 10.' -- If on, fu.ur. In'''''' In .... ...... Ie 'ron.fOrred In p......lon.r ..,j.,-' .. CI... 0 (0011.'.r.11 .....fl.l.rI.. .f ,b. _nO .ft.r .... ..plr.Uon .f Ill" ...... f.r Ilf. .r f., ,..r.. tho C........lth ...rol>' ..pr...l, r...rv.' .... rI.b' '0 ."...1.. ..., ...... .ron.f.r 1....rlt.... T.... .t th6 11l1MfUl Class B (oollaterlll1l rllt. on enY such future lnte,'nt, PllIlPOSE oF NOTICE 1 To fulfill.'" roqulr...n'. of s.o'l.n ".D of t... lnhe,ltono. and E.t.'. ,.. Ao', Ao' 'I .f 100S, (7' p,S, SeoUotl 9l4Gl. Dotoob .... tOlO po,UOf1 .f tbl. NoUo. .nd .ub.I' .I,h ,.ur ..,..n' t. .ho R..I,'.r .f Will. prln'ed on .ho r.v.r.. "do. --Katl.. cheCk or .oneY order pflYllble tOl R'f:GISTER OF MILLS, AGENT A r.fund .f . ... oredl', ""lotI .os no' r.,ua.'.d 0" .". ,.. ..Mn, ." "" ,........d h, ._I.U"" .n "APPlIo.Uon for R.fond of pann.,lvonl. lnh.rl..no. .nd E...t. ,.x" (REV-I'I'), Appll<.t'.n. .,. .v.llobl. .. ,ho Offlo' .f .ho R..I..., of Will., on, .f 'ho " R.v.nu. 01..,10' Offlo." 0' h, ..11110. .ho ....1.1 ,'-hoU' on....rl"" ..rvl.. n-'''' "" fo," orderl"", In p."n,,".nl, 1_000_'6'_2050, ..."Ide P."""lVInl. end within local ltarrhbUrll 1ll!'lIe (117) 767~8094, TtlDII (717) 71l~2Z!i2 (Hooring I.palred OnlY). An' por" In In..r..t no' ..Uofl.d .ltb .ho ."p,.I....nt, .1I0..n.. 0" dl..II....noo .f d."""Uon" .r .....-. of ..x (1noludln. dh<ount 0,. In."..tl .. ,h..n on .bl. ..U.. .u,. .bj..t .lthln .Ix" (601 d... .f r...lpt .f this NoUce bYl .-.rltt.n pr...,t to tho .A D....rt..n. .f R.V.""" 'oord of A..."I., O.p" 201021, ".",.b''''., PA 1'1I2.-IQ2I. D~ --.looUon '0 ,,"v. tho ..tt.r d.t.,.lned .. ...11' of ,b. ..00'''' of .ho .."....1 ,..r."""t.Uv.. OR ~_IIPpeal to tho orphan.' CoUrt. Foo'U.1 ."0" dh.ov.r.d on 'b" .....,.."t ,bould b. .dd'....d I" wrlU". t" .A Do.ar...n' of ..v....., .ur.'" of Indlvldu.' loX." AnN, po.' ........n. ..vl" U.It, D..', ,,'601, "."I.bur.,.A 17,,'-'601 .h.... 17171 '1.7-65", s.o p..' , of 'ho honkl.' "In,tru.tlon, fo, In,..rlto".. ,.x ..turn fo' . R..ldent DIlIe.oent" <REV-ISOl) for an u}(planatlon of sdIIlnlstrl'ltivlllY corrllctablu errors. If on, .., duo Is ..ld wlthl" .br.. '3l o.,..d" .on'''' .ft., 'ho ""..d."'" d..th, . flv. ..,o.n' (5") dhoo,'" .f the tMX paid ill eUowed, lh. 15% .OX ,,",,"'" non_p"tloIpatlon ..n.lt' I. ....u'.d on ,h. ,o'al nf .ho t" .nd 'n'."." ......... on<! no' ..Id ".for. J.nu." I., 1"6, 'n. fI"t doY .ft.,' tho .nd of .b. tox ..n.'" p.rlod, lhl. non-..dlol..Uon p.n.lt' I. ..p.o1obl. I" .o. ,... ..nn.' .nd I" .ho t"" '''0 tI.. p.rlod ., ,oU .ould .pp.ol .ho .., end I"..r'" th8t htiB t~.n &s..s..d 116 Indlcllted on this notleu. In..,..t is oh.rpod "".lnnl"" .lth "", d.' of d.lln,u.no,. ., nino (91 .ontb' ""d on. (I) d., fr" .h. d....f d..'h, to .ho d.'. of ..,..nt. ,.... whl.h ""0... d.ll",uan' b.for. ,""IO" I. 19.' ""., In..r..' .. tho r.t. .f .Ix (6%) ..,oon' ..r .nnu. ..Ioul...d .. . d.ll, ro'. of ,00016', All ..... ",,',h b.o'" d.ll"quon' 0" and .f,.r J.num I, 19.2 .111 """ Int.,.,. .t . ,.t. .bloh .111 v." f'o' ..I.nd.' ,m '0 o.I."d.' ,.., wl'h .h.' r..a ."nounoed b, 'ho .A Dop"...n' of ..v..."', lh. ...lloobl. l"..r..' ,.... for 1962 .hrou.h 190. .r.' Veal' Illtltre!.it Ratn DallY Inte.-1I5t f8utQr ~.!!r Inttl!'uSt f(('lt-fl DallY Interelt Factor - 19ft? 2GX .000548 19&7 9% .000247 1983 161:: .000438 1981'd991 111. .000501 .."" 111: ,000301 1992 9% .000247 1985 I'" .oon56 199~-1994 n. .000192 1986 lOX. .000214 199!:d 99ft 9% .OOOi'47 ~-Intlrest is O-ftIoulftted .. follOW'll INTEREST ~ BALANCE OF TAX UNPAID X NUKREft or DAYS DELINQUENT X DAILY INTEREST FACTOR --An' Notloo I..uod .ftar t1.. tox b.o.... d.ll"quon' .111 ,.fhot on Int.r..' o.IOul.Uon .. flft_ (m d.". "",ond tho d.'. of ,h. ........".. If ..,..n' I' ..d. .ft.r 'ha In'.'." o.......tton .... .hoon on .... Motloo, additional inter..t .Jst ~ ~alou18t.d. p"V~NT I REfUND (tA) I oaJEClIoMSl AOKIH ISlRATlVE CORRECTIONS I DISCOlIHTl PENAL TV 1 INTERESTl PAVHEH'f1 IMtttoh thl t~ portion' of thJt HoUo. Ihd tubIllt Hlth your P'YHI" ..ca. payabl. to thl hMI tN1d addr... printed on the r.v.r.. .ide. ~~ ..... ohlck or .onIy ord.r plI!fabl. tOI REGISTER OF WILLS, A8f!HT. REFUND <au, A r",fund of .. t.1< oredlt, whioh wa. not requ..ted on the TOI< Return, .IY be raqut.t.d by cOIIPlItlng en "Appllcltlon for Refund of Penn.ylvanl. Inh.r1tanc. and E.tlt. TII<" (R[V~1313). Appl1oat1on. are IVllllbl. .t the Offlo. of tho Aeol.t.r of W111'J any of the 23 A'v,nue nl.trlot Off10.. or fr~ the o.part..nti. 24-haur en.w.r1ng ..rv1ae nu-blr. for for.. orderlngl ln Penn.ylvanla 1.eOO-36Z~20S0, out.lde P.nn,yIvanla IIl1d with1n loctll Harrhburg Irea (717) 7ft7.8094, TOOt (717) 712~22S2 C....rlng I..lred only). REPLV 101 Que,tlon. regard1ng .rrorl oant.lned on thl. notlc. .hould b. .ddr....d tal PI. Depart..nt of A~venue, lur.eu of Individual lll<e., AT1MI Po.t A.......nt A.vlew unit, Dtpt. 280601, Hlrrl.burg, PI. 17123.060~, PhOne (717) 737-6505. DISCCUH I If any tll< due I, Plld within thr.. (3) oalendar tonth. after the d.cedlntt, dt.th, a five Plrc.nt (SX) dl.count of the tal< paid I. allDWId. PENAL TV' The 15% t'l< OIOI,ty non-~Irtlclpatlon penalty 1, co.puted on the total of thl tal< end Intere't .......d, Ind not Plld befor. January 18, 1996, the first dlY aft.r thl end of the t81< ~,ty period. INlERE1;T I Intorn.t II chtrgGd beginning with flr.t day of delinquency or nine (9) tooth. and ani <I) day fr~ the date of ~th to the dlte of pay..nt. 101<" which boo... delinquent before January 1, 1982 be.r int.r..t It the rat. of .Ix (~) peroent per ~ oaloul,ted at a dally rate of ,000164. All taxes which bec... dQl1nquent on and .ft.r January 1, 1982 will bear Inter..t at a rat. which will vary fr08 calendar y.ar to calendar y.ar with that rate ~~.d by the PA Dep~rteent of RevenUl. The app11eable Int.re.t rate. for 1982 through 1998 ar'l V.ar lnter..t Aate Dally lntere't Faotor Vear Intere.t Rat. Dally lnt.r..t Fllotor 1982 20% .000548 19D7 9~ .000247 1985 16% .000(,5B 1988~1991 11:< .000301 19&4 m .000301, 1992 9~ .000247 1985 13~ .000356 1993-1994 7X .000192 1966 lOX .000274 1995" 1998 9% .000247 ."Inter..t 1. clloulated a. followlI INTSREST . BALANCB OF TAX UNPAID X NUNBSR OF DAYS DSLINqUSNT X DAILY INTEREST FACTOR -.Any Notlcl Is.ued efter the ta~ baO~"1 delinquent will refl.ot an Inter..t calculation to flft.on <IS) days beyond the date of th9 81,e'l.ent. If poy..nt I, Madw aft.r the Int.r..t co~utatlon date .hewn on the Notioe, additional Interelt 'Ult be calculated. PAmEHTt PIt'"'" the top' portion of thh ~t1o' Ind lubIIU NAth your peYlMflt ... penble to tht 4\IlM Mld Iddre.. print" on the reWllrH l1de. ..- Hilke cOeck or lIOney ttrdclr PIyahll tOI REGISTER OF WILLS, AGENT. REFUND (CRll A refund of I hI( arHAt, whloh wa. IlOt r.quelt.d on the TlX Return, lay be reqlHl.t4Jd by c_J..Ung '" "Applic.tion for Rlfwld of Penn'Vlvanl. Inheritance .nd E.t.tl Tax" (REY-1315), Applloltloni are Iv_liebl, et the OffIce of the R.gilt.r of Will., any of th~ 23 Rlvlou. Di.triot Offloe. or fr~ the o.plrt..nt'. 24-hour Gn.w.r'ng .ervlce ~r' for fora. orderlnOl In renn'Vlvanla l-aOO-!62-Z0S0, outlldl Pennlvlvanle end within 10C4'1 Harrbburg area (717) 767-0094, TOOl (717) 772"'225~ (HRarlng I"Pllrld oniy). REPLV Tal Questlonl regarding ~rror. conta]ned on thl. notice .hould be addr...ed tal PA DlPart..nt of R.v~, lur..u of Indlvldu.1 lIXI.. ATTNI Po.t A.......nt Alvl", Unit, Dept. 280601, Harrl.burg, PA 17128-0601, Phone (717) '187-6505. OISClUI11 H ..w tax duo It paid within three (3) cal.nder lonth. aft.r the cMeet:Wnt1. death, II five percent (5:0 dbQ-DUIlt of the tel( Plld I. allowed. PENAL TV I The 15X tax .-ne.ty non-partlolpatlon penalty i. co.puted on the tot'l of the tax and int.r~.t ......ed, and not Plid blfore January 18, 1996, the flr.t day .fter the end of the tax "n-Ity period, INTEREST I Intlr..t i"charged betJnnJno Nlth flr.t day of delinquency or nl~ (9l ~th. end o~ (I) da~ fro. the det, of death to the dati of p.v.ent. Tax.. Nhlch bee... dell~t befcre Januery 1, 1982 blar int.r"t at thl rete of IIx (6:0 Plro.nt per OMUM caloulated at a daily nt. cf .000164, All ta)(u whloh bee... deUnquent on .nd .ft.r J~r~ 1, 1912 will blar Int&r..t at a rat. which Nil 1 very frOM calendar y.er to oa11ndar y.ar NAth that rat. anoOunold by t~ PA DlPart..nt of Reyenu.. The appllcabl. !ntere.t rat.. for 1962 through 1998 .r'l Va.r Int.r..t Rat, Dally Inter..t Flotor Veor Intera" Rate Oalh Inhr..t Factor 1982 20:< ,OOO5lt8 1987 .~ ,000247 1985 16:< ,000456 1988-1991 llX ,oooMl I.a<. 11:< ,000301 I'" .% ,000241 1985 15;; .000356 1993~19C)4 7% .000192 1986 10;( .000274 199!.-1998 .% .000247 --lnt.,...t 11 ealculllhd a. follON'1 INTEREST . BALANCE OF TAX UNPAID X NUNBSR OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Notice Is.ued .ftlr the tal( blco... dollnquent .,UI reflect an intarnt calculation to flft.~ (15) day. beyond the det. of thl a..ouaent. If pI!l'I,nt 11 Gild" aftar thill Inter..t co.putaUon date .hoNn on the HotlOI, addlUonal Inter..t IU.t b. calcul.ted, "' .. ~ PA'Illl!H'h DitlliCh the top po:"Uon of thb MoUe. and lIUlMItt with )lotlr paYl*lt ... P.yllbl. to thl MIMI tmd addr... printed on the rev.r.. .tda. If RESIDf.HT PECEOE'HT uk. Cl~k or 110M!.' order payable tOI REGISTER OF HILLS, AGENT. If NOH"RESIDENT Df.CEDEHT ale. ~ or ltOMy DrMr ".yellle tOI CottHONWEALTH OF PENNSYLVANIA. REfUND (CR)1 It r.fund of II tllX or.c:l1t, which "liS not ruqU8l1t~d on the Tax ~llIturl\, .ay bo requested by oOllplet1ng an "Applioatlon for Refund of Penn.ylvanJ. Inherltano. nod Estate Tllx" (REV-131lJ, Applications Mr. available .t ttM OfficII of ths Ragbt_t ()f NUh. any of the 23 Revenue Ilhtrlct (lfflou or frOll the o.part..nt'. 24-hour .,....rlng service ~r5 for fnte,; orduringl 11\ PllInnsylvanlll 1-800'.36Z"l(lSO, outside Pennsylvania 8nd within looal Harrisburg area (717) 787-8094, TDDI ill?} 7'2.2252 (Hearlng IepbJred only), REPLY Tal Questions regarding lI!Tors conhdned on this no-Hoe shouid b. IMfdress.d to: PA Depart"nt of R.venue, auI'..... of Individu,l TaM.S, ATTNI POlt Ass....ont Rovlew Unit, DePt. 280601, HarriSburg, PA 17ll8~0601, phOfM ('717) 787-6505. DI$COlIfT: If ~y taM duo is paid ~lthln three (3) oal.~r .onth~ aft.r the decedent's death, II five peroent (S~) discount of the tax paid is allowed. PENAL TV: Tho 15:< tex Hnnty non-participation penalty 11 cOIlputad on the total of the tax and intor..t assaned, end not paid belfore January 18, 1996, the first day 8fhr the end of thD tax Hoesty period. INTEREST: Interut is ctt-!r-ged begjnnlng with fir.t dey o'f delinqueMY, or nine (9) .onths 1100 one (] l day frOlll the dIIte of death, to the date of paYHnt. TaMes whloh beCMO delinquent bofore Jenunry 1, 1962 baliI' interest at the rate of sl)( (6X) percent par annua oaloulated 8t 8 dally rate of .000164. All taxes whioh b8~e delinquent on end after January 1, 1982 will baar Intere.t at a rat. Hhich will vary frOM oalendar year to oalendar y..r with thet rata announoed by tho PA lktpartMnt of Rav8f\UfI. The IPpllcatJle Interest rat'n for 1982 throUllh 1998 ar81 V.ar Inter..t Rate Dally Inter..t Fector Ve.r Intel'.!!t Rat. n.i!y Int,rest Factor 1982 lOX .OOO!AS 1987 OX .000247 'on ''''' .000438 198a~1991 11% .000301 '''"'' 11i .000301 ,.., 9Y. .000l47 ,... 'lIX .000356 1991-1994 n .000192 ,... 10% .000274 1995~I9ge 91: .000247 --Int.re.t Is c.loul.t~ os fOUOWlll INTEaEST = BALANCE OF TAX UNPAID X NUNBER OF DUS OEUNqUENT X DAILY Ih"rEREST FACTOR --Any Notice i..ued aftar the tex W(lo", delJllqullnt 1II1U rdlact Itfl tnt.r..t caloulatlon to flft.an US) day. bayond the date of the IIIU....unt. If pI!IY'.ent is .ado aft~r the intrnrellt cOJIP\ltat1on date .hown on the Notice, IiIddltJonal lnt.r..t .ullt be c81~ul.t~.