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COMMONWEALTH OF P~NNSVlVANIA I OEPARTMENT OF HEALTH I VITAl. RECORDS
CERTIFICATE OF DEATH
Carllsle
$""lCjotl~lJiOIIIl"
ae. !lO(;1~LUCUIIITY"U1ilMR O~'.Of04:JdH,I,I_("*f,,",i
. Female ,202 - 20 -4687 . March 31.1997
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RfV.HiOO EX . (7,94)
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PO. OATUO' DIlAT1t Ani'" 11111..1 ONION HIU"
.. ,. 'POUIA"
POVIIIf'f'Y a.IDfT II OLA'.I.
PI'" NUM"M
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,260601
HARRISBURG, PA 17128,0001
INHERITANCE TAX RETURN
R.SIDIlNT DBCEDII!NT
(TO liE FlUiD IN DBPULlCATIl
WITH RBOISTER OF WILLS)
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
BIlICKER, VERNA V.
21
97
00331
COUNTY CODE
DECEDENT'S COMPLETE ADDRESS
1880 WEST LIS BURN ROAD, CARLISLE, PA 17013
County CUMBE~.LAN()
DATE OF DEATH
.~~,RCH 3.h.1!97
SOCIAl. SECURITY NUMBER
YEAR
NUMBER
SOClA'LSEClJRI1Y NUMBER -..--,----~
202 - 20 - 4687
(IF AflfltlCAElLL:) tiUHVIVINCI ~P\}lJ3E'S NAME (LAST, FIRST AND MlomE INtlIAL}
N/A
_.2';,,_ 1, Original Return
DA TE OF BIRTH
AUGUST 28, 1902
AMOUNT RECEIVED
4. Limiled Eolale
;fa
2 tlupplemenlal Return
"_M'_-J. ROrTlainder.Return -".-
(10/ dale. of dealh prior to 12,13,82)
~ 5, Federal Estate Tax Return Requlrod
...x.. e
7
:/ ":":::;'_.
NAME
HAROLD l'!~ IRWIN, III
TEl.EPHONE NUMBER
717 243-6090
1. Real Eol.l. (Schedule A)
2, Slocks .nd Bor,ds (Schedule B)
3, Clo..ly Hold Slock/Partnerohlp Inl.rest (Schedule C)
4, Mortg.g.s and Notes Receivable (Schedule D)
5, C.sh, Bank Deposns & Mlocellanaous Personal Property
(Sohedule E)
6, ,Iolnlly OM1ed Property (Schedule F)
7 Transfers (Schedule G) (Schedule L)
6. Tolol Gro.. A...ts (tolal Lines 1-7)
9, Funer.1 E.pen..s, Admlni.,..tl'le Cosio, Miscellaneous
E.pen.e. (Schedule H)
10, Debls, Mortg.ge L1abllni.s, Liens (Schedule I)
11, Tolal Deductions (lot.ILln.. 9 & 10)
12, N.t Valu. of Est.le (Line 6 mlnu. Line 11)
13, Ch..il.ble .nd Government.1 aaquests (schedule J)
14, Net V.lue Subjoollo Till< (L1"" 12 minus Line 13)
15, Speusal Tr.n.fers (for d.t.. of death .ner l).30-94)
S.. Inslrucllons for Appllcsble Percentage on Rever..
Side. (Include value. from SChedu," K or Schedule M,)
16, Amount of Line 14 t"""ble .t 6% rate
(Include val~108 from S~hedule K or Schedule M,)
17, Amounl of Line 14 ta><able .t 15% rate
(Include values from Schedule K or Schedule M,)
16, Prlncip.II.. due (Add till< 'rom LI""sI5, 16.nd 17,)
19, Credrt. Spouaal Poverty Credrt Prior P.yrnent.
+ +
20, If Line 19 Is grealer Ih." Line 16, enler lhe difference on
A, _ Check here II y<lu are raquosllng s r.rund of
21, If Line 181s gr..ter th.n Llna 19, eoter the dllfereoce on
A, Enler Ihelnt.re.1 OIllhe balance due on Line 21 A,
B, Entarth. tot.1 of Line 21 .nd 21A on Line 21B,
Mske Check P. .bl. to: Rister 01 Will
_.. 8, Tolal Number of Sat. D.peslt Bo.os
COMPI.ETE MAll.ING ADDRESS
35 EAST HIGH STREET, SUITES 201/202
CARLISLE, PA 17013
~d
(1 )$100,000.00
(2) NONE
(3) NONE
(4) NONE
(5) 22,211.50
(6) 30,905.68
(7) 26,159.50
"
(9) 21, 528 , 3 1
(10)13,842.10
(8) 179,276.68
(15)
(11) 35,370.44
(12)143,906.24
(13) NONE
(14)143,906.24
NONE
8,634.37
NONE
(18) 8,634.37
(19) -431.71
(20) NONE
(21) 8,202.66
(21A) NONE
(21 B) 8, 20 2 . 66
.
=
(16)
(17)
143,906. 2'4' J2L.. =
.
=
Dlocounl Int.r..t
431.71
Line 20, This Ie tbe OVERPAYMENT,
your overpayment.
Line 21. Thl.I. lhe TAX DUE,
This Ie the BAlANCE DUE,
,
Und.r ptnlltles of perjury, I declar. that I h.v. examined thl, return, Including accompanying ~hedu," and at.tements, and to lhe be.t of my knowltdg. and bllI.f,
It II true, correct and comptetl, I decl'''lhat all f..1 tttalt. h.. bMn reported lit Iru. market Vllul. Oeclllllltlon of pUtplfer other thin personal r.preHntallve Is ~ased
on 1111 Information of w11jch pr.parer hit any know1ldg..
sz.~^n7z.,PE'\;'iOI:r~PV!;i!I'i~~R FlLlNO "",URN
I I JI
1 _ ' ,~ ~"
AT Cf PR ARr:R TH~n THA~J REflRESENTAnVE
{.LJ"("'~
ADOOESS
171U W.st Lleburn Rood. C.rtslol, PA 1701~
140 Und..y Rood, C.rllsle, PA non
ADORESS
35 EAST HIOH STREEET, SUITES 2011202
CARUSLE, PA 17013
DATE
"
JUNE >~', 1897
JUNE ;<' , 1897
DATE
JUNE ;(..1 .1..7
APPRAISAL
f.,raonal ~roperty of \fS-J.;/L..1JB.LffiP- EoT1lE_.__
Appr81sed by Chuck E. Bricker AU094-L
D8te ~-Z-91
- . --r--- --- ,._---,.
ITEM VALUE ITEM VAL.UE
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,
"
REV.l5Oll EX. (12-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DeCEDENT
flTATE OP
VERNA V, BRICKER
ICHIDULI ,
JOINTL Y.OWNIlD PROPIlRTY
PIU! HUM.IIR
1117 - 00331
Jotnllon,nUII:
NAME
ADDREa&
RELATIONSHIP TO DEOEDI!NT
A, Vance S. Bricker
1710 West Llsburn Road
Carlisle, PA 17013
Son
B. Catherine R. Calaman
840 Lindsay Road
Carlisle, PA 17013
Daughter
C. Allee R. Bricker
1710 West Llsburn Road
Carlisle, PA 17013
Daughter-in-law
Jolnllv.owned :
ITEM LETTER DATE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S oOuAR
NUMBER FOR MADE Of' ASSET %INT, VALUE OF
JOINT JOINT DECEDI!NT'
TENANT SINTP.REST
1. ABC 8/15/96 PNC Banl(. C,O. No. 21001066061 33,098.13 26,00% 8,274.03
2. AB 8/(17/96 Harris Savings Bank. C.O, No. 17 - 54-276709 2,632.38 33,33% 877.46
3. A 3/09/83 Mellon Bank. Checking No, 182 -182 . 0678 18,400.08 60,00% 9,200,04
4, ABC 8/01/91i Vorl< Federal. C,O. No. 800 -17489 60,216.68 26,00% 12,654,16
(Bank letters attached for all accounts listed)
,
.
TOTAL (Alto ontllf on Lint 6, Recopftulltlon) 30 905.88
(/I mol't 'plot /I nHdtd, In..rt .ddIIonal all",. ollftme lIze,)
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REV.15il EX + (7-~)
COMMONWEALTH OF PENNSVl.VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL eXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS IlXPENSES
ESTATE OF
VERNA V. BRICKER
FILE! NUMBER
1997 - 00331
ITEM --'--OESCRIPTlON.----..
NUMBER
A, Funor.' Ex".n...:
1, MYERS FUNERAL HOME - funeral
2 EVERETT MARBLE 8. GRANITE. grave marker
B,
4,
C,
1,
2,
3,
4,
5,
6,
7,
6,
9,
3,
4,
"
Admlnlatrollve Coala:
Personal Representative Comm16s!ons:
Social Security Number of Personal Representative::
Vear Commissions Psld:
2,
Attorney Feee:
HAROLD S. IRWIN, III
3,
Fsmlly Exemption:
Clalmsm
Address of Claimant st decedent's death:
Street Address
City State
Zip Cod.
Relstlonshlp
Probate Fees:
REGISTER OF WILLS
10
Miscellaneous Expenses:
DIVERSIFIED APPRAISAL SERVICE.. real estate appraisal
CUMBERLAND LAW JOURNAL.. advertise letters
THE SENTINEL.. advertise letters
REGISTER OF WILLS. Filing Fees (Inventory and Appralsment)
NUMBER ONE TENT RENTAL. public sale expenses
BRICKERS AUCTION.. public sale expenses
DONALD E. CALAMAN - repait's to real estate prior to public sale
HAROLD S. IRWIN, III . notary fees
REAl. ESTATE EXPENSES OF SALE . transfer taxes, peet inspection and
treatment, water tests and UV light installation, septic certification
VANCE S. BRICKER.. cat food
11.
12,
13,
14,
TOTAL (Also entar On Line 9, Rsoapllulatlon)
W mora sp.o.l. needed, In.Maddltion.I.I".'. ol.ame size,)
AMOUNT
6,342.60
176,00
9,413.83
306,00
260.00
60,00
64.60
26.00
238.60
2,600,00
60,00
12.00
1,944.08
137.80
21 628.31
"
Inventory of the real and personal estate of
VERNA V. BRICKER, deceased
1. HOUle, barn and lot Iltuata at 1880 West L1sburn Road, Carlllle, PA . value $ 100.000 00
balad on sale price
2, Furniture and hou..hold goods. value based on sale prices 18.851 00
3. Black Americana picture. value based on appraisal 50 00
4. Refund from Church of God Home, Inc, 3,275 50
5, Refund from Carlisle Propane 35 00
6, 25.00% Interest In PNC Bank CD No, 21001056051 (Full Value. $33.096.13) 8,274 03
7. 33.33% Interest In Harris Savings Bank. CD No. 17 .54.275709 (Full Value. 877 46
$2,632.38)
8. 50.00% Interest In Mellon Bank Cjecklng Account No, 182 -182.0576 (Full Value 9,200 04
$18,400.08
9. 25,00% Interest In York Federal CD No. 800 -17489 (FIlII value. $50,216.58) 12.51i4 15
10. Mellon Bank CD No. 00469456 (less $3,000 exclusion x 3 donees) 28.159 50
"
'"
i_,
,!
TOTAL
$ 179 276 68
, ~,,--,,'-
,1'/_",0
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~W~."'..:'.".'
HAROLD s'lRWlN.11j ,
' ' , " :,"", ,.-", 'i ~j:;~~1:;iV !":':; ':~; C:', , ,
RECSlPTS SUBSI;gUEN'r TO INVENTOR.Y
(Value When Received)
1lli
04/10 PNC Sank" Interest $ 124,17
04/10 Mellon Bank" Interest 159,50
04/10 York Federal Savings & Loan Assoolatlon " Interest 216,58
05/05 York Federal Savings & Loan Assoolatlon . Interest 209,59
05/05 Mellon Bank" Interest 154,35
05/13 PNC Bank" Interest 120,15
06/30 York Federal Savings & Loan Assoolatlon " Interest 218,58
06/30 PNC Bank" Interest 124,16
06/30 Mellon Bank" Interest 159,50
07/08 Real Estate Tex Proration ~
TOTAL RECEIPTS SUBSEQUENT TO INVENTORY $ 2,167.11
, I "I /')
I') / I, ~,
c ' /, 1
BUREAU OF INDIVIDUAL TA~ES
INUfRl lANCt TAIt DIVISION
DEPT, 2110601
HAARISaUHO, PA 1lIZA-ObOl
COMMONWEALTH OF PENNSVLVANIA
DE~ARTHENT OF REVENUE
NOTICE OF INHERITAHCE TA~
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIOM5 AND ASSESSMENT OF IA~
DATE
ESTATE OF
DA TE OF DEA 1H
FILl! NUMBER
COUNTV
ACN
10-13"97
BRICKER
03"31-97
21 97-0331
CUMBERLAND
101
HAROLD 5 IRWIN III
STE 201 202
35 E HIGH ST
CARLISLE PA 17013
c"'_..'
*
.IHIH II ,,~ In-,"
VERNA
V
E-- :=]--
AIIOU~~...!.i~~"d.
---._~--,--
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONO THIS LINE .. RETAIN LOWER PORTION FOR VOUR RECORDS ....
iiiV: 154'" EX" APi; - f 03':97"1" - No"ficE-- OF - i"tiHEiii f ANeE - "fAx - i\"PPRii i SEHENr; "A L i OWAN"C i-aR - - - ,,- -.. - -.,,,. - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRICKER VERNA V FILE NO. 21 97-0331 ACN 101 DATE 10-13-97
If an aBBeBBment was iBBued previouBIy, lineB 14, IS end/or 16, 17 and 18 will
rBflect figure. that includB the total Df ~ rBturnB aBBeBBed to date.
ASS~SSMENT OF TAXI
1&. AMount of Line 14 _t SpouI.l rat.
16. AMount of Lin. 14 taxable ct Lin..I/CI... A rat.
17. AMOunt of Lin. 14 taxable at Coll.t.rMl/Cl~.. 8 rot.
18. frinolpal Tax Du.
TAX CR~DITS I
PAYMENT
DATE
06-30-97
TA~ ,RETURN WAS I I X j ACCEPTED AS FILED
REs-ERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF FoIETURH BASED ONI ORIGIHAL RETURN
1. R..I Est.te (Schedull A)
2. stock. and Bond. <<Soh.dull Bl
3. CloselY Hald stock/Partnership Int.r.st (Schadull C)
4. Horta.gas/Hot.. Receivable (Sch~dul. OJ
S. C..h/Oank D,pollt./Hl.~. ~'r'on.l rroparty (Schadull E)
6. Jointly Owned Property (tchadula FJ
7. Trlnsfara (Schadule G)
a. Tot.1 A...h
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funeral Expans../Ada. COlts/HiIC. Expans.. (Schedul. HJ
10. Dobt./Hortgogo llobllltlo./Llon. ISohodulo I)
11. Total n.duction.
12. Nat Value of lex R.turn
13. Charit.ble/GovernMlnt,l a_qu..t. (Schedule J)
14, N.t Valva of EJlt..t. Subjlct to T.II)(
NOTE I
RECEIPT
NUHBER
AA211481
DISCOUNT (+l
INTEREST/PEN PAID 1-)
431,72
11)
(2)
(3)
(4)
IS)
(6)
17l
(9)
110)_
I1U_
(16)
(17)
) CHANGED
100.00~
,.lit
..Jl!!.
,~
22.211,50
30,905.68
26 I 159 I 50
(0)
21,528,31
13.842,10
Ill)
112)
113)
1141 _
.00
143,906.24
.00
~ ,00,
~ ,06,
~ .15,__
(8)
AHOUNT PAID
8,224,38
TOTAL TAX CIIIEDIT
BALANCE OF TAX DUE
---
INTEREST AND Pf.N.
TOTAL DUE
. IF PAID AFTER DATE IMOICATED, SEE REVERSE
FOR CALCULATION OF AODITIONAL INTEREST,
NOTE I To in sur. proper
oradit to your account,
aubait the uppeu' porHon
of thh for. with your
h. poynent.
179,276.68
3~,310 4!L
143,906,24
.00
143,906:2'4
.00
8,634.37
.00
8,634,37
8,656.10
21.73CR
.00
21.HCR
IF TOTAL DUE IS LESS TNAN tl, MD PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDMS,1
(t) ('1
r4:'r'
t',l
--;"1,
..,,\
C:.J
,I
I
I,
RESERVATION I E.t.tl. 0' deced.nt, dying on or b.for. Dea..ber 12, 19.2 ~~ i, .ny future Int.r.,t In the I.t.te 1. tran,f.rred
in po.....lon or ,"jo~t to el.., . (0011,t.r.l) btne,iol.rl.. of the deced.nt after thl ~Mplr.tion 0' an~ ..t.t. for
II', or for ~..r., thl C~.lth hereby .xpr...ly r...rv.. the right to "pr.I.. end ...... tran.f.r InheritInG' T.xI,
It the lawful Cla.. . (OOl1l1tlrl1) rata on any luch 'utu" Int.r..t.
PURPOSE Of
HOnCEI To fulfill the requir...nU 0" '.oUen 2140 of the Inherlhnot IMd E.tat. Tax Aot, Aot 21 of 1995. (72 P,S,
SloUon 9140); ,
PAVHENTI DetlOh thl top portion of thit Notice .nd luaU with your pay.."t to the Aegllt.r of Wtlh printed on thtl rlV'''i .Ide.
....H.k. olnok or lonlY ordflr PIYlbl1 tal REalSTE~ OF MILLS, AOENT
AEFUND (CAJI A r.fund 0' . t'M or.dl~, whl~h wa. not r.quI.t.d on thl Tlx Return, .ay b, r.qu..ted by aoapl.tlng In "Appllcltlon
for A,'und 0' P"r~"Ylv.nla lnh.rUance end E.tlt. fa>c" (REY"UU), ApplJoIUon. tit. Iv.Jhbl. at the OHio.
of the R.gl.t.r of Will., any of 1hl 21 AlVlnul DI.trlot 0"101', or by 0.111ng tn. ,plolal 24-hour
an,wlrlng .lrvlcl nu.ber. for for.. orderlngl In Plnn.ylvanl. 1.&00"362"2050, out.ld. Plnn.ylvanla bnd
within looal Harrisburg ar.a (711) 7&7"1094, TDDII (717) 772-2251 (Hurlng Itpalrtd OnlY),
OBJECTIONS I Any p.rty In lnt.r..t not ..tl.fl.d with the .ppral....nt, allowano. or dl..l10wanol of dl4uctlon., or ......-.nt
of hI( (including dhctlunt or Intere.t) II .hown on thl. Notice .u.t obj.ct withIn .hcty (~O) day. of receipt of
thh NoUC'" bYI
-.wrltt.n prottlt to the PI. DlIpart.."t of R.v.nuI, Board of Appuh, nept, 2&1021, HarrItbllrg, PA 17128-1021, OR
M..I.otlon to ha"a thtl ..Her <I.t.raln.d at audit of tha acoount -of tha partonal rapr..antaUvI, OR
UIflP..l to thl Orphan.' Court.
.,,"IH
ISTAATIVE
CORRECTIOHSI
Faotu.l .rrol"l dhcovflred on thlt lI.....It.nt .hould bl addr....d III writing tal PA Olflart.lnt of Revanut,
Burlau of Ind!vldual Tax.., ATTNI Po.t A.......nt Revilw Unit, O.pt. 210601, H.rrl.burg, PA 17121.0601
Phonl (717) 717"6505, S.. pql 5 of the booklet "In.truflUO.,. for Inhtrltencl Tax Rltllrn for I R"lIdlnt
Oeoedlnt" (REV.1501) for an e>cplllnatlon of ad.JnJ.tratlvaly corr.ctabl. '1"1"01"'.
DISCOUHTI
11 am. tal( M h pltd within thr.. (1) calendar lIlonth. aHer the dlced.nt'. d.ath, 1I fI"l pflrclnt (SiD dltcount of
thl tlX plld 1. allow.d.
PENAL TV I
Th. ISi( tel( MM.t\t non-pnrtlclplUon penel h Is on.r-uted on the total of the tal( end Int"..t ......lId, end not
Plld b.for. January 18, 1996, the flr.t day after thl IInd of the ta>c SIInllty plrlOd.Thh non"plrtlolplUon
plnllty It ttpplal11bl1 In tha n.. unnlf. IiVld In thl thtl .SIII U.. pedod .. you would app..l the tal( end Intlrllt
thllt has b..n ....III.d .. Indlcat" on thlt notlc..
INTERt:lTI
Intlrnt Is charged baSllnnlng with lirat day of dlllnqultflCy, or nine (9) IKKlth. and one (1) dlY frOll the dati of
~ath, to thl da~1 of P.Y-.n~, TIIMe. which bto... delinquent bafore J~ry 1, 1982 bill" Intarl.t at the rat. of
.he (6i() paroent per annutl oalculatld at a dally rate of .On016~. AU ta)(ll wtlloh bIOI" d4lllnqu.nt on and Ift.r
Je"ullry 1, 1982 will b....r Interut at a rata whloh ",HI very froll celandar yaar to oalendar VIII' with th.t ratl
.nnounCI~ by the PA Deplrt..nt of R.vlnu.. The IIPplloabl1 Inter..t rlt.. for 198Z through 1997 aral
'!!!!: Interllt Rfttl Dally Intlrut Factor ~ Interut RlIt. ('laity I"ternt FMtor
1912 ZO~ ,000548 1987 .~ .000Z47
1981 16i( ,00041& 198&"1991 m .000501
19l~ lli( .000301 1992 .~ .000247
1985 lli( .0110356 1995~1994 1~ .000192
1916' IO~ .00027~ 1995-1997 OX .000247
-.Inter..t It calculat.d .. followll
INTEREST . BA~ANCE OF TA~ UN~AID X NUMBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
".Any Notlo. IIIUId aftlr thl taM bltCo... dlllnquent will raUeot IN1 Inter",t oalculatlon to flftlle" OS) dlYI
beyond the datI 04 thai ...........,t. If Ply.."t h ndI .Uer the Inter..t ooeputatlon date attoWn on the
Nottc.,'addltlonal Inter..t "",t be oalculated.