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HomeMy WebLinkAbout97-00357 nI'MRI'H . .<<lIaMHaHf .ACKlHlt ~ ~ . ~ W e I 21-97-357 Tlli~ b III {'('[Iii)' thal dlt, illllll'lllallulJ hen: gi\'l'll i.; L'llntTtI~' c{\pl.:d fllllH ,Ill lltigill~d ,Tllilk,llC or dl';llh duly !lied with lIll' n', \.m,tl Rqd'itl',\1. 'I'lw otlgilwl ll'niJkall' will hI.' 1(11\\'~ll"dnl {iI lhl' >11~1I\.' Virilll{l.'lotd~ (Illite lilt pClIllallcrll ilUOF,' WARNING: It Is Illegal to duplicate this ~Clpy by phOtostat or photograph, h,t, rur .thl1; tCl'(ilkali:, $LOO f"(llilllIlfNi,;')ili_ ",,"'~~\1~ Qf f'f~"~ lZ~.'.'.'~..r~,'.'..~~...?~~\ .~.~ ~<, :" , '~~l lP'I,(fNl "\ ~~!.v '~J!Jlt, ) / / ~. /J . '!fA,~/"'dAd.u .tJ..:..aC4 . I.m,dlcgllllOll ~ 4176150 ,J") . ..a,dJ..~~",.LL.14:f-1.-.-,--, I' 1).(,' Nu, !l1ll614JRtvllJlI OOMMONWe:ALlli Of PIINNBYLVANIA' DEPART..IfNT 01' HeAI.TH' VITAL RECORDS CERTIFICATE OF DEATH 'W'''~llll1ll<llA NMIlI DIE 'I (l'ul,/,Io'" ('''1 - [ID-~IAts.rCUIIIT,.HtJI,UllIA '1!l/I/VDN 101;; ______I'r.'!d1LJ':..lq1- I&, - EI)~.. IL. 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II :.' 1'..':.1 ...1.' .:.; , I " ,i..: I " '1' I i 'I i i !" ,I II': 1',111'11 ':i. ';'1 ,', I:', 1:,1 ,;i I" ,I, " :, ::', , ; I' :Il:!':! I"~ illl mill I:III!I \1/1111\ II::! I ': If:! :!I: II~: III'! r: I!I ill I~' 'I~ I'il ii" . i;:,i Ilil "IIIil 1':111111 till 1111,'1 lil'!11 .'il 111,lr' 111',:11 I, II" ! I~i Iii.',.: I: I! 1::,11' :,i Illil: ' ": ll:i'< I'; 'illli, I! :1;1,:;(: ';II'i,!ill", II !:1II, 11'11,11 i Ii III: ~;:II : I::I!II :1'11 Ii: '. ' "I':' :1, :1' ,III' ilil ,:'i' ii):i ,I'll,' i I ,- -, .... LAST WILL AND TESTAMENT 01' MARION M. Il'ORDmS I, MARION M. FORBES, of Camp Hill, Cumberland Pennsylvania, make, publish and declare this as and for Will and Testament, hereby revoking all other Wills and heretofore made by me. PIRpT: I give and bequeath all household and personal effects and other tangible personal property of like nature (not including and exoepting, however, all cash, securities, bank aocounts, certificates of deposits and like intangible personal property) located in my home at 103 November Drive, Apartment 5, Camp Hill, Pennsylvania, to my sister, HELEN M. PORTER, provided, however, that should she predecease me, then to my daughter, JOELLEN FORBES. SECOND: I devise and bequeath all the r~Bt, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, JOELLEN FORBES and ROBERT J. FORBES. Should my daughter, JOELLEN FORBES, predecease me, then ~I I direct that her share or shares under this, my Last Will and .} Testament, pass to her husband, JOHN H. WERNER. Should my son, ROBERT J. FORBES, predecease me, then r direct that his share under this, my Last Will and Testament, pass to his issue per ( stirpes by representation. THIRD: In addition to all powers granted to them by c law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at pUblic or for any period of time, an~r real or Oounty, my Last Codicils t private sale, or to lease, personal property and to give . ~ options for sales, exohanges or leases', ~or suoh prioos and upon suoh terms (inoluding oredit, with or without security) or oonditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to reoeive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements conoerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restriotions on real estate. (e) To oompromise any olaim or controversy and to abandon any property whioh is of little or no value. (0) To invest in all forms of property, including stocks, oommon trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any prinoiple of diversification, risk or produotivity. (E) To exercise any option, right or privilege granted in insurance polioies or in other investments. (F) To exercise any eleotion or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. j (G) To make distributions to my herein named benefioi- i aries in cash or in kind or partly in eaoh. ~r (H) To borrow money from themselves or others in order ,~ to pay debts, taxes, or estate or trust administration expenses, , to protect or improve any property held under my will, and for ( ~ investment purposes. ~ (I) To select a mode of payment under any qualified retirement plan (pension plan, profit Sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exeroise any other rights which they may have under the plan, in whatever manner they consider advisable. (~' ,- 2 '. lQYBfB: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this will, shall be paid out of the prJ.ncipal of my residuary estate. ~: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subj ect to pledge, assignment, conveyance or anticipation. ~IXTH: I nominate and appoint JOELLEN FORBES, Executrix of this, my Last Will and Test.ament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said JOELLEN FORBES, I nominate and appoint ROBERT J. FORBES, Executor of this, my Last will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF', I have hereunto set my hand and seal to this, my Last Will and Testament, this ) 'fI/, day of (YJ nlt'l 1+ , 1997. \\,(\',11, :"'~:L:~; ,.L1f\ (SEAL) MARION M. FORBES Signed, sealed, published and declared by the above- named Testatrix as and for her Last will and Testament in our presenoe, who, at her request, in her presence and in the presenoe of each other, have hereunto subscribed our namel> as attesting witnesses. IJ'lll G IQ.u.....D.'LI.r.J'. I'd '" II i. l'ld. .i if' \5 Address ) ",{ Ui, ''} ,//1 'lIL { 1 '7.",\' K:...(~..( (,) I' .)~.'~.(~.,v r; fY1!t/tn, l\{lP. Address Inlr~'J'/J-;I//<' I/J0/'Cr;~ .' :I .d. ~EV.I~oO r,x+ (l-Yoil ! ') ! . 1 (( ') fOR DAUSO' D.ATHAnIR UIJI191 CHICK HERI ~:~ INHERITANCE TAX RETURN ~o~::~yug~DIIISCLAIM'D I I .". RESIDENT DECEDENT PILI NUMUU COM"ONW~Al'" Of "NN5VlVANIA (TO BE FILED IN DUPLICATE " J CI '7 n~PARi~ENT Of REY'fNlJE G\ HARRlSftJi6J\.."W:"ObOI WITH REGISTER OF WILLS) [COlJlm CODE YEAII NUMBER ot:siIJJ'E'S"''' 'NO MIDOf0'f\'R-i ON-'-M~ . ~ro~f7Jo~f~'MI3;.: A' 'D{?T~[: Afi:-~ {J ~( SOCfAlMCURI"NuM"';_U ["'''0' DIAl" 1"""'011"'"' AMI" j/}j I.) fl NrvSY) vil/VIA /7 J.,~,?, ~,,~~ ;:,,'~,(,~}'"" ,,,,,~,~(P/12,^,S(7l~,,?l;O ,,,,,of Eu~;, ':;1[~~!~\f~~,~,t::~ - (~. Orlglnal Return I ] 2 Supplomontal kolurn [I 3, RemCJinder Return (for dolos of doath prior 1012.13,82) [] 4, limited Estato (_I 40, Future tolaros' Compromise LJ 5. FAdnrol Estate TCIX Roturn Roqulred (for d<ltllS of doolh ohor 12.12.82) [\1'6, Decadent Died TOllate ) 7 Decodei'll M~linlclinod Cl liVing Tru~t _1. 8, Tolal Number of Safe Deposit BOJ(es (Auach copy of Will) (Attach wpy of Trust) ALL COMRESPONDfiNCE--AND 'co'N'pioENTIALTAX INFORMATION SHOULD BE rllRECTED -io, ~1- NAMf (1 ~~_~~_n..._...._ ---'~'--L-r6~\Pt(IEMA;llINGAO[lRf.SS -_.~.__..... ._~-- ~i Of,'J-L.E.t!.F()RJ3tS. .J~qll FL01Sf AYf/yv[ ::lie ""'~OONII'\8" . -' OJ . ,. ,. Rex" v.v.i.!; MARvtA/vD ~OS.63 ......,.. .,....... ,~J~~.~~.!i!;j~5J..c..Jic~c.,~~.I=~=,. '...' ..~'.-~. ~~=~=_:;d~=....~.l..~.~===,~==.=~-.~= t.':' ",5'" u"''' w,,-u :co9 u"'", II: '" 20, If Line 191s greater lhan Line 18, enter the difference on Line 20, ThIS IS the OVERPAYMENT, IIU ChQck ~CJ(l if you arc requtlsling a rqfund of you~ overpaym€lnl. ~ ~ Q Z Q ;:: S ::> t: ~ to L Real Estate (Schedulil A) 2. Stocb and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (S,hedule C) 4. Morlgages and Noles Recaivoble (Schedulu 01 5. Cash, Bonk Deposits & Mls,ellaneous Personcll,Property ISchedule EI 6, Jolnlly Owned Properly (Schedule FI 7, Tronl'e" (Schedule OllSchedule LI 8. Total Gran Auots llolal Lines 1.7l 9. Funeral Expunses, Admlnlslratlve Cosh, Miscellaneous Expenl" ISchedule HI 10. Oebu, Mortgage lIabllilles, Liens (S,hedule II 1 L Tolal Dedutllons (Iota I Lines 9 & 10) 12, Nel Value of Estale (line 8 minus lIl1u 111 13, Charllable and Governmental Bequests (Schedule J) 14, Net Value Subie,t.~o Tax (Line 12 .TinuJ Line 131 15. Spousol Tronsferslfor dOlos of death aher 6.30.941 5ee Instruclions for Appllcoble Percenlage on Reverse Side, (Include values from Schedule K or Schedule M.l 16, Amount of line 14 laxable 01 6% rale (Include values from Schedule K or Schedule M.l 17. AmOUnI of line 14 taxabla ot 15% rate jlndude values from S,hedule K or Schedule M.l 18. PrlncipallClx due (Add lox from lines 15, 16 and 17.) 19. Credits Spousal Poverty Credit Prior Paymonts --. ( 11 dunnu. (2l_~ .---- ( 3 I____---.---..~ ._..... ( I ---. (: I : =I!1;.-1fbra--:''Zd.::.= (61 (71 ~'-'- z C> ;:: " .... ::> "- lE Q U S + ,-- (9) .__.__7.)....66' 7. J ~ /, /69./.1... " . T ~ 18) jq,809..L1;)' , I '8, $l.J S~ .~,.~. .I 0; q B.3. Jj." -- -T(L:~~q.9.:3-21}~. --~------_..-._-~ (10) (111 (121 (131 (141 -. (151......:.....__. (161 ....112).133, 'd~_x (1/1 .___"__ca.f; OLo.R. X x,...~= ,06 ::I ...,....",....6Q.11.f21, '......_ .J:U.s.-p __.___73$,2L... ,15 ::I (18) Dhcoullt Interest + (191 (201 ,73S.lL! .. 7~3~.1->~ / 21. II line 18 is greater than Line lQ, entffr the dHftlrenU1 on Line 21. This is tho TAX DUE, (21) A. Enler the Inlerest on !he bC1lonco duo on Une 21 A, (21 Al 8, Enter Ihe 10101 of Line 21 one! '21A on Une 21 B. This is the BALANCE DUE. (21 B) _._m,_,__.,~.c:!.~!.~_~.~~c!!.~~YC'Jbl-.t _!~.:__~.~~I.'.I.r o! W.!l_l._,_~_g.!!!.!.~ __~ ____~_ _... __..._....__...~_ ~._.--. -.--.,,.. BE sulifIoANS~ERALL(;l!J.E,~~~~NSON REVERSfslDE AND TO Rf~!!.~K -MAT~ ..;(~__......_ Under penallies of perjury, I doclcui!llhal I hove tlJ(clmintld this roturn, including ClCcomponying "hlJdula~ clnclstCltell1MI5, and to the best of my knowledge and belief, ;1 is true, correct and complfJte, I declore Ihclt l11l reol esloto has been reporlod c1l1ruIJ morket vtlllJo. DeclorCition of preparer othor them the personal representative 1$ based on 011 information of which prllparer has any knowlfJdgo. {IONATURE Of PfRsoNFifSi'oNs:iiilE"ioR..{llii.:.r6-jffTlfRN----~--~----:^._oriRfs'5 ___~m______~___________________~___,..._.,..._... ....'" .... .,.....----- DAlf ___n______~,..._._.., "~t"A"':#,~ t1;N "PR,j~~il,J,J, G' t~A\,*.~5"LVL, I .11. U( b, \'i,IIL1 .,tld. ;tv 'i: ~ ) pli".:..J~...'i.:L ,/"" . 1. ;). 3, J..j, B. 1. DESCRIPTION AMOUNT Funeral hpenllll , . L '-' ),U ServjeCJ y>r fYJ-itIDnfVI,Ji-'''-!f'S' ('vCIJllvneloi/ IP/>1{> #(.) ;)glS. 95 eseI?' ~rll,;)( he rI I T I' IVII/",-ti ",,) . Fe> o~ ~'()<J PeJ '.f'S h "I~)I t ~L>rin/ rVl7u,J/ Pnl~J )JoJld"Jy 'Thn) fN1 Yv~fh'r1!7tPnl PI} . ~(()"'(?d~/i'''jd CllJ/1ln( lhE' F"'ne;..d Pnl'l,j ~1>''fT~'l]'An,(~r''{,!-I/II/f.'1I " n/r~ ~I n r (I1c,twt I ~ 'f - perf> rlJ10fhN BroJ -rh,JaJr~h'<l fA Ad'""I"ra'l~ COlli' Personal Representative Commissions _ Social Security Number of Personal Reprasentallvo: ..__".................. Veor Commissions poid _............._~_ , 2, Attornoy f.es c. 5, 6. 3. family Exemption Claimant . Relationship Addre.. of Claimant at decedent's doath Str~et Address _. . City Stole ~-.'o-'- ZlpC;ode 4. Probate Fees 1. MlluUaneoul Expen.e.. f.s1clre /'It> 1/(("5- f?s'lnoT /JIt?'dI.d C/lfl1k,hflJ JdWJOV'IN .FJ1v~e ChecK.J' PrioTi,,! Fee MihJIl/s.trat; ve 1-(<11--(,>/ T/1 (.YIlt, >>/I~ ~ C.whJe/f/J Ci/rlJo/ P{)t.VfI1l'IIIJ " M<iJiJi~4 2. 3. 4. 7. 8, 5/q,G7 J ';)7. g',5" 17S, Of.) 7tJ, !) {) /7.6, tJO 5:00 "J f5~ ' 1 7 13.6/ ~-_.._-~-~-_._.__.~_~_~.~nw......,_~_. __'___~_._ TOTAL lAlla enter on line 9, Recapitulation) S (1/ mar. space Is needed, Inser! addltlonalshaell of same sl..,) .57,& r' " LAST WILL AND TESTAMENT or MARION M. FORBED I, MARION M. FORBES, of Camp Hill, Cumberland county, pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and codicils heretofore made by me. rIRBT: I give and bequeath all household and personal effects and other tangible personal property of like nature (not including and excepting, however, all cash, securities, bank accounts, certificates of deposits and like intangible personal property) located in my home at 103 November Drive, Apartment 5, camp Hill, Pennsylvania, to my sister, HELEN M. PORTER, provided, however, that should she predecease me, then to my ,daughter, JOELLEN FORBES. SECOND: I devise and bequeath all th~ rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, JOEL~EN FORBES and ROBERT J. FORBES. Should my daughter, JOELLEN FORBES, predecease me, then I direct that her share or shares under this, my Last Will and Testament, pass to her husband, ,TOHN H. WERNER. Should my son, ROBERT J. FORBES, predecease me, then I direct that his share under this, my Last will and Testament, pass to his issue per stirpes by representation. 1HlB>>: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give " . options fot sales, exohanges or leases, for suoh prioes and upon suoh terms (inoluding oredit, with or without seourity) or oonditions as are deemed proper. This inoludes the power to give legally suffioient instruments for transfer of the property and to reoeive the prooeeds of any disposition of it. (8) To partition, subdivide, or improve real estate and to enter into agreements conoerning the partition, SUbdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (e) To compromise any olaim or oontroversy and to abandon any property which is of little or no value. (0) To invest in all forms of property, including stocks, oommon trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or produotivity. (E) To exeroise any option, right or privilege granted in insurance policies or in other investments. (F) To exeroise any election or privilege given by the Federal and other tax laws, incl~ding, but not necessarily being limited to, personal income, gifc and estate or inheritance tax laws. , . (G) To make distdbutions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for : investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner theY consider advisable. 2 , ,. ,- lQll.B.U: :c direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, whioh may be payable by reason of my death, whether or not with respect to property passing under this Will, shall. be paid out of the principal of my residuary estate. FIFTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, cven though vested or distribut- able, shall not be subject to attachment, executio~ or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SIXTH: I nominate and appoint JOELLEN FORBES, Executrix of this, my Last Wnl and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said JOEI,LEN FORBES, I nominate and appoint ROBERT J. FORBES, Executor of this, my Last will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be re~lired to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this i1ii, day of I' 1 "\"~", " , 1997. \" ,''.'', 1 . .' ).',.; ,~ MARION M. FORBES (SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presenoe, who, at her request, in her presence and in the presenoe of each other, have hereunto subscribed our nameS as attesting witnesses. ll...:L'~\;'.\ /I'/r. Address ''', .',' -1.:-';""";" .\,~U, 1~1 ,/.L . ..- 'v "'':.'~' _r 'r ,',' \', '/'.),,", ",",.!,'_ f;' / "J"., ( f ,,/ '.\' t '.<.,., " Address Ii" .;'" 3 ,(., " .> .4- 1 '-' <:>.I ><: l!J If> '\ ( oJ '" , ~ ..s .. \,. ~ D ~ L!- r Qi .,) --+- - ..( cV ~ V") 1..D '1" (V; U) ~~ -cJ ~ ~ (/1 VI --o.iJ - .JJ r'l '" cr ru ru '" .JJ ,..., N ,~ Q), -.J .3 + > ~ ,0 '0 ,J'. Y" , -i. ...t. ~. '> o d.- o <U -' ..j... c,/ ~ V Q. ,.+:. 00 '^ ~ .. >- ~ .../ - is V ], 2:- ~ c,J .- U VI '\"I ..S> ). o U_ Nl \)') <U c-A ,.j 0 ( <:.l "i .:.> c:t-6 ~ . I: ,,,.) '" 'H, nJ, o .,J.... o ..;.... .- W .., :;I -,/. d <S" 0 -i / .- ~ , , ~ "" ~ o .~ .f- :- :S 00 U ~ \ii' ~ ':l. ~ ,V) <.J VI ~ o -' "" .. j (.J u -- ~, c.. - . - - u f' (YI rf) r0 ,I'f) () r- - "- -.J \11 ). ~ I " I I " I I , '",-",. ~( I A .,), "'" ~<4.;r() ... '~~ I Lf .~ ~"~ 1 Q _ I ~ {U " . -- .'" I - _ .J I oJ ~ '" " ..., _ I ....., -~ ., "", ,_. Or +- ~ :J 0 I.) , '1 ( "" .t.: g.. I. 0 d"r 0 ::I.. ... '" - U ~ \II "j J\' - q) ,. .J .:3 .. ~ U 0 ,.- ... a ~ .. " ..... VI , . .(1 o.l rd. - .,.; )ro "" =q,/ " J ..].....c Q '1,.) -' .., -:: .~ ,j..o ....... ~ ~ ~, 3 0:;;;( '~ r.:" -- <.J '"]'j... M - - ....;t' 0 ::..p :T- ,!J; oJ- r <<: tl..; ( ..... ::::::: 3 - ::; <> - u ~ q.. -cl <: " ~ QJ - - ... .., .,) . . ~ ..Sl ...' ( ..s U ~ c..) i" ~ ~l " .~ ,~ ' i \. J;-,::~~~;t") . , ~. ,v" '", I ~, ' , ~ ' , "'! f ;" \1,' , ~ . ~F t. 1,4,' ~ t, . ~ ,~~ . Ii ,I'.~ \ .. , t j.,' ,', , ',oj'.,,, ,/ , , . I. t': .',,, ,. 1f!1 i'it"\ ' ~) ;; 'I \ ~........,.".,...... 4J-rr n ,.....,... . _.._n......".,............ ~ . ---,....~...-~. , , " " . ) J ,~\ ~:' .. Ii 1'5'~ ; 71./- ;'0 BUREAU OF INDIVIDUAl. TAMES IHI'lER1T~.ICE: TAl( DIVISION UEPT, l!1!I0601 HARRISBURG, PA l1lZa-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ NMICE OF INHERITANCE TAM APPRAISEHENT. All.OWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSES~HENT OF TAM Il~'\~.' t_ _" IU-"1 03'02-98 FORBES 04'10-97 21 91-0351 CUMBERLAND 101 ~:_=~=:~~~~RO~I~.~,.3 MAKE CHECK PAVABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERI.ANO CO COURT HOUSE CARLISLE, PA 11013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ ;,,:""~_"_"P-,,;:;'n,,"...n"'iJ(i;'",;.'ii-,''''iiiii;''.;.''';'''''''.',.--.---"'--..-.- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX M/lRION M FILE NO. 21 91-0351 ACN 101 .. ---- DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN MARION M JOEL LEN FORBES 12911 ELOISE AVE ROCKVlLl.E MD 20853 DATE 03"02-98 ESTATE OF FORBES I CHANGED - TAM RETURN WAS' t Xl ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE - -------- APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l Estate lSchedule ~) 2, stocks and Bondi lschadula 8) ~, Clos01Y Hold stock/portnor.hlp Intorolt (Schodulo Cl 4. Hortg_gas/Hota. Ra~aiy~b\. lSchedule Dl S. Cosh/Bonk ooposits/Hlse. porsono1 proporty (Schodulo El &. JointlY Own.d Propart~ (Schedule f1 7, Tr.""fars (Schedule G1 e. Total Alllf"tll HOTE: To insure proper credit to ~our account, subMit the upper portion of this forM with ~our ta)(. pay"ant, (II ~ (21 ,00 (3) ,00 ("I ,00 (S)~ 19,808.n... (61__ ,00 (7) ,00 (8) 19.808.72 7,651.15 1.168,11 (Ill , tl21 _ (131_ (14) APPROVED DEDUCT~ONS AND EXEMPTIONS: 9. Funorol Exponsos/Ad~, r,asts/Mlsc. Expon..s (SohodUlo HI 10. Debts/Hortgage Liabiliti8s/Liens (SohedUle Il 11. Tohl Deduct 10nS 12. Het Value of Tllx R.turn 13. Chorltoblo/GaVOrnllontol Bo.uosts; Nan-oloctod 9113 Trusts 14. Het Value of E.t.ta subjeot to Tax (9) 0.01_, R.A?~ ?6 10.963.~ .00 10,983.46. (Schedule J1 If an assessment was issued previouslY, lines ,'enect figures that include the total c'f ALL ASSESSMENT OF TAXI IS. A~ount of llne 14 .t Spousal ~.ta 16. A~ount a" L1no 14 toxoblo ot L1n.ol/Clo" A roto 17, A~aunt of Llno 14 toxobl- ot Collotorol/Clo.' B roto 18. Principal Tax Dua TAX CREDlTSI ..- PAYMENT DAlE 12'02-97 14, IS a~d/or 1&, 17 and 18 will returns a.sessed to date. NOTE: .00 x .00=_ 10,d33.46 M .06= 850,'l!x.15= tlel .00 608,01 121.50- 135,51 tlSI tl61 tl71_ AHOUNT PAID ----- DISCOUNT (+1 INTEREST/PEN PAID (-I ,00 135.51 RECEIPT NUNBER AA242515 - . TOTAL TAX CREDIT - - BALANCE OF TAX DUE -- INTEREST AND PEN. TOTAL DUE 135.51 .00 ,00 ,00 - . If PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN U. NO PAYHENT IS REQUIRED, IF TOTAL DUE IS RHlECTED AS A "CREDIT" (CR), YOu HAV BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) -- ~, " ,'..\ ill '0 la ~::;I: ,..1 C,"< ~ ~~ ,< n ;~., C.:.: cO p-'1 <,~> ; ~ ::; Q(./ RESERVATIONt Eltat.., of dlgldlnt. dYing on or befor. Olg,.ber 12, 1geZ~. If any futur. Int'r.it In the I.tlt. I. trln,f.rrtd In po.....ion or 'njoy.ent to Cl,.. I (ooll,t'r,l) bIn.flol,rl.. of the decedent Ift,rtht expiration of .ny ..t.t. for I1flor for ye're, the Ca-.onweolth ~reby Ixpr...ly rl.erve, thlrlght to apprll.~ Ind ...... tr~.flr Inhlrlt.ngl Tax.. at th" 1...ful CIII. 8 (golhiterQll rite ,on any ,uoh future lnt'rut. PURPOSE OF NOTICEt To fulfill thl r.qulruenh of SecUon 2140 of the InhtlrltlN'lOl and E.hte Tax Aot, Act 21 of 1995. <72 P.S. StoUon ~J140)' PAVI1(NTI Dltech the to(l portltm of thh NoUol Ind ,ub.1t .,Jth 1I0ur pay..nt to the R.ght,r of WHit printed on the rltv"" .111I. ~-"ltkl chiCk or 'OMY ordtlr pI)'lbl. tOl REGISTER OF MIJ.LS, AGENT REFUND (CR) I A refund of a tlX crtdlt, which WII not rlq~.ttd on tht TaK Rlturn, ..y be requllted by co~lltlng In "AppllolUon for R.fund of Penrlly1\ttnla InherJtanot fnd Eft.t. Tax" (REV-UU), Application. .re av.Uatlh It th.OUlg. of the RIgI.ter of Will., any of the 21 Revenue nl.trlot Offlo.., or by ell11ng the .p.olll 2~~hour en....rlng servloe nlMbtl', for forn ordarlngl In P.nn.ylvMI. 1~'00-162~Z050, ouhld. P.M,y!vlnl. end wSthln 10cel H.rrS.burg .rftl (111) 147-4094, TOO. (111) 112-2252 (He.rIng I~.lr'd Only). OBJf,CTIONSI Any party in Interl.t not "thUod ..lth thl .pPr.h....l1t, allowano. or dlsalloweno. of d'cNot.lon., or ........nt of tax (IncludJng dl.count or Int.r..t) .. .hown on t~lt Nottee .u.t obj9ct within .Ixty (60) day. of rlc.lpt of thh Notice bYI ~~wrltten prot..t to the PA D.part.lnt of Rlvlnu., Board of ApPlal'J Dept. 241021, Harrl.burg, PA 11124-10,1, OR ~~el.otlon to h.ve the e.tt.r dtt.relned .t audJt 04 the account of the P4r.onal r.pr...ntltlvl, OR ~-app.al to the Orphan.' Court. ADHIN ISTR"TIVE CORRECTIONS I factual .rror. dl.cnv.rld on thl. s.......nt .hould be addr....d In writing tOI PA O.part..nt of R.v.nue, aureau of IncllvlcNll 1111(11, ATTNI Po.t hu.....nt Rlvlaw Unit, Dept. 280601, flerrJ.burg, PA 17128-0601 Phone (717) 7.7-6505. Se. paOt S of the bookl.t flIn.truotJon. for Inheritano. T.I( Aeturn for a Re.ld.nt o.ced.nt" (REV-ISOU fOI' en Ixplanatlon of adlllnlttrat.lv.l>> correctable .rrort. DISCOUNTt If any taK du~ I. paid within three (]) calendar aonth. ofter th_ deoedent'. dGath, a flv. por~.nt (S%) dl.count of the taw paid I. .11ow.d. PENALTY I Th. 15% 18x INInllty non-partlclplltlon plnalty It oOflput.d on the total of the 18)( Ind Jnter..t .......d, and not paid b.afor. January 18, 1996, the Urtt dny .ft,r the IInd of th, tal( IMn..ty ~rlod, Thh non-p.rUolpaUon pllnalty Is applalabl. In the u,,, .anner and In the the n.1I U.. p.rlod a. you would apPI.l the tlW .nd Interttt thlt has beln .......d a. Indlcntlld on this notice. INTERESTt Inter..t i. charged b.glnnlng with flr.t day of d.llnquenoy, or nine (9) .onth. and on. (1) dlY fro. the d.tl of death, to the d.ta of pey..nt. T.x.. whJch b.o... d.llnque"t b.for. January I, 1982 b..r Jnter..t at t~ rat. of .Ix (6%) perClltnt per IlVlI.MI calcul.t.d It II dally rate of ,OOQ164, All tax.. which blo... daUnqyent on and aU.r Janu.ry 1, 198? will bear Intlrllt at a rnt. whloh wlll vary f..o. Qalendlllr y.ar to oll.ndar year wJth thllt rat. announold by the PA Uepa"hllnt of R.vlnue. fh. appl1cabl8 Intarllt rat.. for 1982 through 1991 .rll '!!!r Intar..t Aata Daily Interut ftllotor :!!!! Intere.t Rata Daily Inter.st Faotor 1912 20% ,000544 1981 9X .Ob02~7 1911 16% .000411 1988-1991 11;( .000101 1944 llX .0003QI 1992 9X .000241 1915 11;( .000~5' 1993-1994 7:-: .000192 19116 10;( ,000274 1995-199. 9X .000247 uInterllt It o.loulet.d .. (ollCHifIl INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAVS DELINqUENT X DAILV INTEREST FACTOR ~wAny Notlol I..utd .fter the t.x b.co... dellnqu.nt will t.fl.et an Int.r..t olleulatlo" to flfta.n (IS1 day. b.yond the d.t~ of the ........nt. If p.y..nt I. ..d. oft.r the Intlr..t oo.put.tlon data .hown on the Notlcl, addltJonal Inter..t .u.t b. cllculatld.