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21-97-366
LAST WILL AND 'l'ES'rAMENT
I, ~LA O. BOt.D08SI!lR of Newville, County of Cumberland,
Comlnonwealth of Pennsylvania, being of sound and disposing mind
and memory, do hereby make, pUblish ~nd declare this to be my
LAST WILL AND TESTAMENT, and hereby revoke all wills and codicils
heretofore made by me at any time.
FIRST: I direct that all my
testamentary expenses be paid as
conveniently may be done, including
grave marker.
just debts and
soon after my
the purchase of
funeral and
decease
as
a sui table
SECOND: In the event, Fred A. Heckman survives me I give,
dsvise and bequeath my estate, real personal and mixed to Farmers
Trust Company in trust for the following purposes and uses:
(A) So long as Fred A. Heckman desires, or is able,
he shall live in my house located at RD #4,
Box 231, Newville, pennsylvania.
(B) WhUe Fred A. Heckman continues to reside in my
house, my trustee shall pay all of the net
income from the trust to said Fred A. Heckman
to be used for the payment of taxes, insurance
and maintenance of the house and farm and tor
such other purposes as Fred A. Heckman shall
see fit in his sole discretion.
(0) At the death of Fred A. Heckman if he survives me,
or at my death if he does not survive me, or at
such time as Fred A. Heckman moves from my home
the trust shall terminate.
THIRD: At the termination of the trust Frances stoner and
William Bo1dosser shall have the right to choose any personal
property they desire from my home. Any personal property not
chosen by Frances stoner and William Boldosser shall be sold at
either public or private sale along with any real estate held in
the trust. The trust shall then be divided into seven equal shares
and distributed as follows:
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035603
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FINANolAL TRUST SgRVICaS OOMPANY. 10 ALLaN ROAD i OArII.ISl,n, PIlNNSYLVANIA 17Q1:1
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMON~\VlVANIA
DfPAR1JlENT OF REVENUE
DEPT 180601
H RI P 1 1
oeaoEHTS NNw. (lAST. FIRST, N1J ~OOlE INnIAl..) UN Ill/.Irill _tl "PMItI ~
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TIllS ReTURN IilUST BE FLED IN DUPLICATE WITH TNE
REGISTER OF WILLS
174"0 ~)"0713 04/03/1 ~
{If APPUC'MlEjSUR'v1VIHG SPOUSESNAUE (\.AST, FlItST, JK1I.1OOl.EIIfTW.) S()(;l}L SEct.n11lY NiM8fR
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Ii[) I, Original Rotum 0 2, Suppiemfn~IR.tum 0 3, R.malnder R.tum I..""'"". \2">111
o 4, Limite<! E'~I. 0 4a, Future InlollJ$l Compromise 1.._ "'" 1l.1l~1l 0 5, Fed.raI E'1B1e Tax Retum Required
Ii[) 6, Oealdenl Died Tes~lol"",h""".\W1 0 7, Decodenl Ma'llBlne<l a Living Trus1(.'llo:n"".T""'l .L 8, TolBl Number of Selo OeposnBo,es
o 9, Lltlgelm Prnc:ee<l. R""'.ed 0 10. Spousal Pover1y Credh 1.._ _ \2,31,11"".1.151 0 11. Election 10 lax under See, 9113(A) _'" 01
THIS SECTlO MUST BE COMPLETliD. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD SE DIREC'lCD TO: ..
NAME! . CC>>.4PlETe MAIliNG ADORESS
David C. Garity. Executor Financial Trust Services Company
F1RMN.'.WI(Jf~l 20
Financial Trust Services Com an One West High Street, PO Box '2
"LE1NU"BE~ 0 Carlisle, P^ 17013
" , l..!,I:., '~\~-I~F i~{jl' .
1. Real EBfa18 (Sche<lule AI (1) 1.1 0 5 . 0 0 0 0 0
2. Stoclaland Bond. (SchOOule B) (2) .,' 1 9' 3 2 5 1 1
. I
3, CIosa~ Held CotpOIlIlIon,Partnemhlp or Sole-Proptletollhlp (3) ,f
4, Morl:lBges & No"" Re<eivable (ScI1edule 01 (4) ,
5. Cash, Bank Deposlls & Miscellaneous Parsonal Propet\y (6) 9 9., 2 2 9 2 4
Z (ScheduleEI
0 B, JoInl!y Owned Property (Schedule FI (B) I
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7, Inlor,VIvos Transfe.. & Mlsalllaneolls Non,Proba18 Property (7)
::) (Schedule G or L) .~._--_..__._--~- .....- _....--
l- S, T.lal Groll A...II (Iolal L~es t.7) (S) 12 2 3 1 5 5 4 . 3 5
~
CJ 9, Funeral Expenses & Admlnls17allve COSls (Schedule H) (9) 2 5 t 7 1 8 , 7 6
w
a:: 10, Oebtsof Oecedool, Mol1gage Liabilities, & Uoos(ScI1edule I) (10) 2, 2 6 o " 8
11. Total Deduction. (Iolal Unes 9 & 101 (111 2 7 1 9 7 8 .. 9 4
12, NetV.,u. 01 E'bll (Lln. 8 m~us Line H) (12) t 1, 9 5 5 7 5 4 1
13, Chartlable and Govemmen~1 Baques""Soo 9113 Trusts for whk:h an elecllon 10 lax has n.' toean (13)
made (Schedule J)
14, Net Value Subject to TIX (Line 12 minus Line 13) (14) ,1 9 5 . 5 7 5 4
15, Amounlollln.14laxBble
Z at the spousal tax rate 1 . X ,0 (15)
0 See 1,.lnK:tJons on rovelle .lde for eppllcable pertentag.
F 16, Amounloflin.14laxeble
~g aI6'1\..I. X ,00 (161
1"11. 17, Amounlof llno 14tax.ble 9 5 7 S.
Ii al15% rale I I 5 , 4 1 X ,15 (17) 2 9 I 3 3 6 3
0
0 16, TIlll Due (IB)
2 1 6 3 6 l)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Undet penaltin of pet}U/y, i declare tIIat I hlNe eXlIllined ltlll return, inciOOlng accompa"Ylng schedule$ and statuments, and 10 the best of my ~ cWld belief, il i8lTUe, ctmct ind <:t'fT1p1ellt. 0tlc/NaIl00 d ~ OM
~11W'11he 08rtonal reoresentallve is ~1ll11U IntooN<<ion 01 which ortoNer hllS aw knowiedoe ..
SIG URE,OFPER~ONR PONSIBLEFO.RFILI.N..GRETURN ADDRESS 1'''I'Sl' I' 0 Box 220
,I j':X0cutor, . 17()'13
(: .. .1'. & 'I'rll"t IJff'icc'r car1.isl", p^
IGNATURE OF PR~RF.R 0 ER THAN REPRESENTATIVE ADDRESS
19,
DATE
12/31/97
DATE
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COMMON~SV'.VANIA
OEPARTMENT OF REVENUE
OCPT 110601
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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THIS RE11JRH IlUST Bt! FLElllN DUPlICATE WITH nie-
REGISTER OF WillS
1 7 4 . () 5. () 7 1 J () 4 I () I I, ') ') 7
(If APPlJClJlE) Sl.IRVIV\NO SPOUSES KAMe (lAST,HRST, NlJ J.IOOlE ItfTW) $()('1ij" SECURITY """f
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I[) I,OrlglnalRotum 02,SupplomenlalR.tum 0 J,R.malndMR.tum(..._....Il,"Ol1
o 4, Limned E,lal. 0 40. Future Inte...IComplomlse ',*d_""Wo4ll 0 5, Fedoral ESIllIa Tax Retum Required
IKI 6, Doced.nlOllld Teslate,,,,,,,,,,,",,,,! 0 /, Deced.nt Ma~'telne<lo LM"'l Trus1__..,.,""'l L 6,lotel Number of Salo Oeposn Bo'es
o 9, LlIlgolion Proceeds Received 010, SpousaIPoYafIyCre<lnr...__ll.lI-I'..'....l) 011. ElecIlonlnw ur,defSac. 9113(AI__,",01
THIS SECTION MUST 8E COMPLETED. ALL CORReSPONDENCII ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NNM:: COiolPlErEMA;LINGAOORl:SS
David C. Garity. Executor Financial Trust Services Company
FIRMNAAte 1~~1ble1
Financial Trust Services Com an
TELfPHONf Nl..lMBER
1, Real Eltala (Sdlodule AI (1)
2, SIllcI<s ond Boods (ScI1e<Iule B) (2)
3, C""'1v Hold Corporallon,PartnOlShlp or SoJe.l'ropllelD..hlp 13)
4, Mortgages & Nollls Recalveble (Schedule D) (4)
5, CasIl, Bank Oopos/ls & MlsG8IIaneoos POfSOnal Propet1y (S)
Z (Sd1e<lule EI
0 6, JoInlly Owned Proper1y (Schedule F) (6)
g 7, Inter,\"Mls Transfo.. & MOcananeous Non,Probala Proporly (7)
:::l (Schedule G or L)
~ B, Total GroIlA...I1I(toIaILlnes 1'71
~
9, Funeral EXpeMOS & Admlnistrallve CO!lbllSdledu~ HI 19)
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0:: 10, Oebbl of Oe<eden~ Moril/ago Llabllllles, & Liens (Schedule I) (10)
11, Total OedU<t1ons (!Dial Unes 9 & 10)
One West lIigh
Carlisle. PA
Street. PO Box 220
17013
:11.1:, ..:,~ l':;o(' CfKf
I 1 0 5 , 0 0 0 0 0
, 1 9 I 3 2 5 1 1 i
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9 9 I 2 2 9 2 4
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(B)
2 5 \' 7 1 8 , 7
2, 2 6 o .
(1')
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,2 2 3 I 5 5 4 . 3 5
6
8
2 7 I 9 7 8 . 9 4
-
,1, 9 5 5 7 5 .4 1
,1 9 5 I 5 7 5 . 4
12, NetValua of Eal.lte (Line 8 minus Uno 11) (12)
13, Chariteblo and Govomman~1 BequeslslSec 9113 Truslll for whlcl1an o~cIIon to w has nol been (13)
mado(Schedule JI
14, Net Valua SUbJactto lax (Un. 12 minus Une 13)
15, Amount 01 ijne 14 web.
at the spousal tax rate , .
Seelnstrucllons on ,"VOI1ll ,Ide 101 applicable pen:onlago
16, Amollnl01 IIno14 taxable
016%"10
17, Amounl 01 line 14 taxable
a115% ralo I 1 9 5, 5 7 5. 4 1
16, Tax Due
(14)
x ,0
1151
x ,06
(18)
1171
(18)
3
x ,15
2
9, 3 3 6
216369
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Und8rpenlltiesofporjury,ldeC!arethall~examincdltlisletllm,incllJdlflgc.ccomp;rlYin\l$Chelt\llesiVldslSlemeflts,D1tolhebeSloImy~andbelief,ililtnJe.C<<T'!Clncomplet8.~of~oltler
~80IIlo"""""".1J~i~IIlmnl!.~_~
SIG URE, OF. PdON R PDNSIBLE FOR FILING R.ETURN ADDRESS. J'''I'SC. I I 0 Box 2 2 0
Fxocut:or ' , .
'.{I ..ILc.!', & 'I'{'Ufit OffiC"J Carl1slC'. P^ '71113
IGNATURE Of PRE RER D ER THAN REPRESENTATIYE ADDRESS
'19.
OATE
11./31/97
DATE
Decedent's Com'p'lete Addre~s:
~TREEl AOOOEBS
.)89 Ce)lter Hoad
~rrwvj 11 (,
I STATE
1'1\
I~P17241
~
rax Payments and Credits:
I, TIIX Dul (Page 1 L1nB 18)
2, C~lIIPlymlnll
A, Spousal povarty CAKm
B, PrIor Peymenta
C,ollOOlJnt
(1) 29,336.31
3(),OOO,OO
, , 500. 00
0, 'InterestIPanaity If applicable
0, Inlm
E, Pallatty
TOlal Cr1ldllal A. B. C) (2) 3 I, 500. 00
4,
Total InlBrestIPlnahy I 0 . E ) (3) _ ~ 0 ~
If line 21a gree1er than line 1 . IInB 3, 80IBl thB dltfIlnlnCll, Thlalalhe OY!!RPA YMENT,
Check box on Plgll Llnl19to rtquest. rwlund (4)
If IInB 1 . IInB 315 grBBtBr than IInB 2, 80lBr IhB dlffBrBnca, This Is IhB TAX DUE. (5)
A, EnlBlIhB IntBlsst on IhB lax dUB, (SA)
8, EntBl thB lotal of L1nB 5 . 5A, This Is Ihe BALANCE DUE, (58)
Make Check ~/e 10: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make B tTanBfer Bnd: Yea
a, retain the UBe or Income of the property trBnsfarred; """""''''',''''''''''''''''''''''''''''''''',''''''''',, 0
b, retBln the right to deslgnBte who Ghall UBe t~,. property tranaferred pr Ita Income; ,,",,'''''''''' 0
c, retain a reveralonary interest; or..."",,,,,,.,.,,,,,,,,,,,,,,,,..,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 0
d, receive the promlae for life of either pBymenls, beneflts or care? ,."".",,,,,,,,,..,,,,,.,,.,,,,,,,,,,,, 0
2, If death occurred on or before December 12, 1982, did decedent within two years
preceding deBth transfer property without rer.elving adequate conalderatlon? If death occurred
after D~cember 12, 1982, did decadent lranafer property within one year of death without
receiving adequate conalderBtion? '" ",,","'''' """,.",."",,,, '''''''''''' ,"'" '" '"'''''''' '''' "'" "', """",..., 0
3, Old decedent own en 'In truat for' or payable upon death bank Bccount or aecurity
at hlB or her death7 ".""",.",,,,,,,,,,,,,,,,,,,,,,,.,,.,,,,,,,,,,,,,.,,,.,,,,,,,,,,,.,,,,,,,,,,,,,,,,"",,,,,,,,,,,,,,,,,,,,,,,,,,,,0
4, Old decedent own an individual rBtlrement account, annuity, or othBr non-probate property? ,," 0
2&163.69
" 0 -
o
- 0 -
5,
II
No
lID
lID
lID
lID
[RJ
IXI
@
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE l.l AND FILE IT AS PART OF THE RETURN
72 P,S, ~9116 (a) (1,1) (I) provided for the reduction ofthe tax rate Impoaed on the net vBlue of tranafnrs to or for the uee ofthe
aLuvlvlng apouse from 6% to 3% for datea of dBBth on or after July 1, 1994 and bBfore January 1, 1995,
72 P ,S, ~9116 (a) (1,1) (II) provided for the reduction of the rBte Imposed 011 thB nBt value of lransfera to or for the uae of the aurvlvlng
spouae from 3% to 0'10 for dates of deBth on or after January 1, 1995, ThB Btalute doea nolllxemDt a trBnsfer to a aurvlvlng apouee
from tllX, and the atatutory requirements for dlscloaurB of asaets and flllng a tax return are stili applicable even If the surviving spouse
IB the only beneflclary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - PleBae anSWBI' thB following queatlon by placing an 'x' In the
appropriata space,
Old l.11e decedent cr..te a truet or aim liar arrangement which Is eololy for the eurvlvlng epouee's benefit for hie or her entire
lifetime? Yee 0 No IRI
If you answBred yes to the above queatlon, the tllX on IhB trust or similar arrrngBmBnt Is postponed until the death of the second
spouse, at which t1ma it will be fully tllXable at the rate(s) applicable to the remalndBr bBneflclary(les), Enter the value of the Irust on
Schedule J, Part II, In order to remove It from lhe calculation of the tax due In thla eatate, You may wish to flle Schedule 0 In order to
make the election aVBIIBblB under Sect/on 9113. If the BIBc'iion la made, the truat or similar Brrangement la taxed In the eBtatB of the
flrst decedent spouse, the portion of the trusl or similar IIIrBngBment which benefllB the surviving Bpouse IB taxed Bt the zero tax rate,
and the remainder Is tBxed Bt the rate(s) applicable to Ihe remainder beneficIBry(les). If you chooBe to make the Blect/on, you muet
attach Schedule 0 to B timely-flied tax return, along with SCheduIB(s) K Bnd/or M In order 10 show the apportionment of the trust or
similar arrangement bBlWeen the surviving spouse and the remBlnder beneflclary(IBs),
~f'l'UII U. (1111
mATI 0'
ITlM
NUMBIR
A.
8.
4,
C.
1,
2,
3,
4.
5,
0,
7,
8,
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
C:OMMONwt...UH Of "NN!'flVANIA
INHUUTANe! YAll' UTUIIN
IUStOI(H OfelOINT
- -
.............-.....
MAl tALA C. BOI.DOSSER
Ploa.o Print ar T po
21970366
-r-:MOUN;--'
DISCRIPTION
Funoral Ixpon.o.,
1.
I.
2,
Frank C, El\ller Fun''fnll lome
Cnrlisle Memonal Service, Ine,. Cemetery Marker
1.
Admlnl.tratlvo Co,",
P.rlonal Rorre.ontatlvo Cemmllllan. Financial Trust Services Company '-
Social Socurlty Numbor ef Porlonal Ropro.ontatlvol :IS 1767611,
Voar Commilllonl paid 1998
2.
Attorney Feo.
Riohard L, Webber, Jr" Attorney (Estimated)
3,
Family Exomptlon
Claimant
Addrell of Claimant 01 docodont'l dnolh
Strool Addro..
City
Zip Co do
Rolallonlhlp
_Slato
Probato Fool
Cumberland COIUlty Register of Wills
MI.eollanoou. Exponll"
Cwnberland COUllty Register of Wills. Short Certifioates
Cwnborland Law J.QWJ1lIj. Estate Legal Advortising
Baugher Insurance Agenoy. Coverage continuation on 589 Center Rond, NewvUle, PA
The Sentinel, Estate Legnl Advertising
I
I
I
I
I
I
5,319,00
425,00
10.642,00
3,000,00
I
I
-I
I
I
I
252,00
I
15,00
60,00
172,00
f
65,22
Carl Oeker, Auetionccr. Publio Snle Advertising 482,10
Carl Ocker. Auotioneer. Publio Sole sot-up and personnol 949.00
Carl Ooker, Auctioneer, Commission on salc of household goods 2,036,70
Steven Barrett. real estnte IIppraisol fee 250,00
TOTAL IAllo enlor on line c, Rocapilulalion) IS Continued
(If mar. .poco i. need.d, inllr! additional .hooll of .omo ".0.)
.....,Iilll..I',..l
.
5CHIDULI H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANECUS EXPENSES
t;OMMONWUUH 0' ~INNSYlVANIA
INHUITANCI Tn IInUlIN
ReSloeNT oeceOIN.,!..
PI..M P,lnt 0' T .
ISTAT! 01
MAIJALA C, BOLDOSSI!R
21970366
ITEM
NUMBER
A.. Pun.,..1 ExPOn"'1
1.
B.
1.
2,
3,
4,
C.
9,
10,
II.
12,
13,
14,
15,
DESCRIPTION
Admlnl.t,atl.,. CO'"1
Penonol Repr..entatlve Commlulonl
So~lal Security Number of Personal RepresentatlvOl
Year Commlulonl paid
Attorney Fe..
Family Exemption
Claimant
Addre.. of Claimant 01 decedent's death
Street Addreu
Relationship
City
State __ Zip Code_
Probate Fe..
MI.e.llanoau. Exp.n"'1
David Shelbley. lobof. post ouolion fefuse remnvol
Cumberland Waste Service. refuse depository foe
Lillie. Ino.. boiler cleaning and serv/ce
Kough Oil Servlco. Oil doll very
IDe Vallev Times, Slarr, Teal eslole advorl/sinS, 589 Center Road, Newville. PA
The News Chroniole. real estate adveMislng. 589 Centof Road. Newvillo, PA i
I
William Boldosscr. miso, Property molnlenonce and lawn OOfe, 589 Conlor Rood. Newville. ~A
TOTAL (Also enter on lin. Q, Recapitu/atlon) IS
(If mora .paco I. neadod. In.ort additional .hoo.. of IOme .il..)
AMOUNT
375,00
503, 17
97,95
120,87
8,00
15,75
930,00
25.718,76
~1111U 1_ t IJ.111
~~
SCHEDULE J
BENEFICIARIES
<;OMMONWfA~HI m "N~'nVAHtA
It.lHI8I"ANCI fAIC IUUIIH
oUlIDtN' DtClotM'
ISTATE Of
MAIJALA C 1l0LDOSSER
N~~~IR 1- NAMI AND AODRISS Of BENIPICIARY
A. TQxabl. a.qu.""
PILI NUMBIR
21970366
ARLATlONSHIP
1.
William Boldosser
36 Mt. Rook Road. Nowvillo, I' A
Nophew
2,
Frances Stoner
1371 Zimmennan Rosd, Carlisle, P A
Niece
3, Riohard and Esther Boldosser l~liphew and
46 Falrtleld Street, Newvillo, PA Nlooo
4, Carolyn Drexler Nlooo
20 Stonehouse Road. Carlisle, P A
5. Kenneth Boldosser Nephew
4603 South Road, Harrisburg, P A
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also "", on lino 13, RecopilulQlianl S
(If mor. Ipace II n..d.d, Inurt ~ddltlonal ......fl of .a",e .ll.~
AMOUNT OR
SHARI Of ISTATI
Two shares, or 28,57%
Residue. and Specific
Bequest. $230 apl'roised
value, personall'roperty
Two shares. or 28.5'7%
Residue. and Spooifio
Bequest. $275 appraised
value, porsonal properly
One share, or 14,29%
Residue
One share. or J 4,29%
Residue
One share. or 14,29%
Residue
AMOUNT OR
SHARI Of 1ST A TE
03-30-9B
BOLDOSSER
0(1-03'97
21 97-0366
CUMBERLAND
101
[~-"~AO~~~-~~3
MAKE CHECK PAYABI,E AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS L1NE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ....
it 'EV:: isi;7' Eif -A rip'( i)'ij: 97T 'NoYfei( 'OP-Y NHEififAiicE 'YA'in-PPRA'i sEMENf;';. L IOwAiicE-iiii--......... - -. - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MAHALA C FILE NO. 21 97-0366 ACN 101
I j .. / 1.'.J I')
DUREAU OF INDIVIDUAL lAXES
INHfRlTA"fCE TU DI'JIIIOH
DtPT. till6bl
HAJthIIBOOO, PA 11121-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INNERITANCE TAX
A~'RAISEHENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DAVID C GORITV
FINANCIAL TRUST
PO BOX 220
CARLI SLE
DATI!
ESTATE OF
DATI! OF DEATH
FILE NUMBER
COUNTY
ACN
SRVCS C
PA 17015
ESTATE OF
BOLDllSSER
TAX RErURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST' - SEE REVERSE
- .
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Relll Est.t. (Schedul. A) (1)..
2. Stock. WId Bondi (Schedule B) (2)
5. Clo..ly Hald Stock/Partnership Int~r..t (Schedul. C) (!)
4. Ho~tg.ge./Hot.. R.calv.bl. (Schadul_ D) (4)
5. C..h/Bank Oapoait./Hiso. Parlonal Property (Sch.dul. F,) (5)
6. Jointly Owned FrClp.rt~ (Scn.dul. f) (6)
7. Tr_n"'.t"1 (Schedule g.) (7)
8. Total IIl11at.
) CHAHGED
('..,
*'
U~.IW II m (It.tlt
MAHALA
C
DATE
03'30,98
105.00g...!'W..
19 .325 .11
,00
,00
99 .229,24,
,00.
,00
(8) _,_.223.554.35
I~ an assessment was issued preViously, 1inel 14, 15 and/or 1&, 17 and 18
re~lect figures that'nc1ude the totnl of M:.b. returns assessed to date.
ASSESSMENT OF TAX:
Ii. Allount uf Une 14 .t Spou.,d r.'ta US)
16. Allount (,f Una 14 taxable at Lin..l/Ch.. A rate (16)
17. AMount of line 14 taxable .t Collateral/Cla.. 8 rat. (17)
18. Principal rax Due
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expans../AdM. COltl/Hisc. Expln... (Sch.dull H)
10. Debts/Hortiftue Liwbiliti../llan. (Schedul. X)
11. rota1 Oeduct ione
12. Net Value of Tax Return
15. Ch_ritabl&/Govlrnaant.l a.qua.ts; Non-elacted 9113 Try.t. (Schedule J)
14. Nat Voluo of Eoto!o Subjoct to Tox
25.718.76
(91
(10)__~.zil....U.
(11)
U2)
CH)
U4)
NOTE I
,00
,00
195.575,~1
NOTE: To in lure prop.r
credit to your Iccount,
SUbMit the upper po~tlon
of thh forI! with )lour
ta)( p.YIII.nt,
21 . qz.~
195.575,41
,00
195.575,...1
will
X .00=__
X ,06=
M ,15=
UBI
,00
,00
7.9,336,31
29.336,31-
TAX CREDITS:
~AYHENT
DATE
01'02-97
RECEI~T
NUHDER
AA211489
DISCOUNT (.)
INTEREST/PEN ~AID (.)
1,466,82
AHOUNT PAID
30.000.-00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
---
TOTAL DUE
. IF ~AID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
31.466.82
2.130.51CR
,00
7..130,51CR
IF TOTAL DUE IS LESS THAN .1, NO ~AYHENT IS REqUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI. YDU HAY BE DUE
A REFUHD, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.)
u)
..', ".T....
iii V
'}
t ~j ,
Gi;
(~L', ;
RESERYAl ION I ftt,t,. of dle,dlnt. d~Jnt on or blfor. otoaablr 12, 19'2 ~- if tnv futurl int.r..t In thl ,.t,t,1. t,,",tlrred
in POI....lon or enJoy.."t to el'I' . (0011,t,r,ll btnIf~ol.rl.. of thl d~~t .,t.r thl IMplr.tlon of eny ..t.to for
U,. or for Vlart, tM COIIIlo".".t1th hereby Ixprellh r"'rvI, thl rJght to ."pret" and...... trlnlflr Inhll'itllnOI hlet.
~t the llwful C1I.. I (ooll,ttr,l) rtt. on .ny .uch future lnt.r..t.
PURPOSE Of'
NOTICEl To fulfill thl r.quir...nt. of SlaUon 2140 of thl Inherltanoe and Estat, Tax Act, Act 21 of 199fi. (72 P.S,
Slation 9140),
PAVM:NTI Dettoh the top portion of thlt NoUel end tub,1t with YOUI' Ply.ent to thl Reghhr of Willi printed on the r.v.r.. .Ide.
uHak, ohlck or IOnlV Qrder paYable tOI REGISTER OF MILLS I AGENT
REFUND (CM)I A r.fund of ft tlX crldit, whi~h w.. not r.qu..t.d on thl Tox R.turn, "1' b. r.qu..tld by coapt.tino an ftApplloltton
for Rlfund of P.nn,ylvanla Inheritance and E.tat. Tlxft (REY-I]I]). Application. er. .~.Ilabl. It t~ 0"108
0' thl R-viltar of Will., any 0' the 23 RevanuI DI.trlot Offlc~., or by callino the .p.clll 24-hour
In'~rlna ..rvl~. ~rl 'nr for.. ord.rlnYl In Pann.~lvanl' 1-800-362-2050, out.1o. Penn.ylvenJ. and
within looal Harrilburg .rn 1717) 787-8094, TDDf (717) 772-2252 <lIGarlng h1palrlld Only).
08JECTIONSl Any pllrty .In Int.rllt not ..thUed with the apPI'lh...nt, a11o.,ono, or dhaUOWIM' of d.duotlon., or ........nt
of tax (Including dhoount ur Int.rut> II .hown on thll Notlcl luet obj.ct wUhln .Ixty (60) dlYI of r.c.lpt nf
thlt Notlo. by I
~-wrltt'n prot,.t to the PA n.p.rt..nt cf R'~an~', Roard of APP'lll, o.pt. 281021, Harri.bur., PA 17128-1021, OR
--.llctlon to halJa the "Ittar dlterained at audit of tha acoount of the per.onll repr..."t.Uv., OR
--app.al to tht Orphan.' Court.
ADMIN
lITRATlVE
CORRECTIONS I
Faotu.l .rror. dl.cov.rld on thl. .....I..nt .hnuld b. .ddr....d In writing tal PA Depart..nt of Rev.nUl,
lurlltlJ of Individual TlIxII, ATTHI Po.t .......lnt A.vl... UnH, Dspt. 210601, Harrhburg, PA 17128-0601
Phone (717) 187-6505. S.. p.gl 5 of the baokllt ftInltruotJon. for Inheritancl Tex Raturn for I R"ldent
Dtc.d'ntft (RfY-1501) for In .)(pll."atloo of IMfIIlnlttratlvelY t1orraotlbl. .rrots,
DISCOUNT 1
If IIf'jY tax due II p.ld wlth!n threCl (3) cal~1r aonth. .ft.r tM doc.dMt'. dllth, . flv. perClnt (5:0 discount of
thl tax paid I. allowed,
PENAL TV I
Th. 15~ \Ix ."lIty non"partlllpltlon penelty It cMPUt.d on tM tot. I of the tex and int.rut a.....ed, end not
paid bIIfor. Janulry ta, 1996, tM fir.t day aft.r the Ind r.f the tax '."uty p.rlod, This non-pertlclplUon
p.nalty It ItPPIl18hh in the ..... eMf'ler and In U.. the .... tI.. p.r lad II YOU ~uld IPP..I the tax and Int.rllt
thlt h.. b.~ ......ad I~ Jndlcat.d on this notlc..
IHTEREST I
{ntlr.et I. eharg.d baglnnlng with flr.t dfty of dellnqu.ncy, or ntnl (9) .onthl and on. (1) day fr~ the date of
d.ath, to the d.t. of pay..nt, Tlx.. which beea.. dalJnquent bIIfore Jenu.ry I, 1982 b..r Int.r.et at the rate of
,IX (6~) percent par ann~ calculat&d at Q dally rlt. of ,000164, .11 tex.. ..hleh bile'" uIllnquent on and after
J/tnuarv 1, 1982 ..IlJ b.ar Inhrut at a rElot. which will vary fro. calendor yllr to oal.ndar Y.1r with thlt I'at.
IInnounced by thl PA n.part,..nt of RI\lllnua, The IlIppllclbl. Jnt.rolt rat.. for 1982 through 1998 .rll
t!!r !nl!.t.!!..t.!!l! !!.'!.!.!.t {ntarut factor Y.!!r Int.rllt Rat. Dilly Intarut factor
198Z 20% ,000548 1987 OX ,on02~7
\983 16% ,000418 19aa-I991 It:( ,000301
PIIlCl llX ,000;\01 1992 9X ,000247
1'185 13% ,000356 199:S~1"oIt 7% .000192
lq46 lOX ,no0214 1995"1998 9X .00OZ~1
- 'Int.r..t I. oalout.tad at folloWl1
INTEREST. BALANCE Dr TAX UNPAID X NU"BER or DAYS DELINqUENT X DAILY INTEREST FACTDR
--.ny Notloa J..u,d .ft.r the t.x bloOM' d.IJnquent ..Ill IIflact In Int.rut c.lcul.Uon to fifteen (is) dly.
b.yond the dlt. of the ........flt. If p'Yllant 11 .ada "fter the Int.r..t COIIf)UtllUon date .hown on the
MoUe., eddltlond Int.r..t IILIlt be ulcul.t4KI.
PAMNTl
Dctt.oh ttMi tOflporUon 114 thh Notic. Ind .....tt wi th YOUr p.tYMnt ... plylbi. to ttM "1M Met Iddr...
prlntld on the tlv.,r.. .,_.
If Rl!IIDI!NT Dl!CEDI!HT .... .hook or ...... ordor ""...,1. t., REGISTER OF WILLS. AGENT.
I' NOH"RI!IIDIHT Dl!CEIlEHT uk. .hook .r ...... ordor p,.obl. to, CllI1HDHWEAL TN OF PE_VLVANIA.
R(f'~ (CR) I A r,fund of . talC credit, which w.. not r..,..tH on ttM TtuC Return, AY b. r.....ttd by ClotlP11Unt In
"Appl1c.Uun for "sf\Qt of Pennnlvtnia InhlirltlnCll .m E.t_t. 'alC" (REV.UlJ). AppllCtUonl .rl avil1lbl. at
the Offlo. of the R..ht.r of NUh, env of the 23 Rlvlf'I!.tII Dist,ict Offlc., or frOfl the O.,.,tlllntl. U-hour
."...."Ing HrvlOll nuIIbI,. fllr for.. or.,lnll In PemtYlvenll 1.100.WZ.lOSO, out.," Pennlylvanll
end within loc.l Htirrllbur, Ir.. (117) 117-IOM, TDOI (717) nz..zzsz (Hler'"g I..e1,. only).
RtPLV TDI QulIUon, ,...,.dlng .rrort C10nhlned on this noUc. should be ackIrI".d tOI PI. O.".rtlllnt of RIVInUI, Bur....,
of Indlvldu11 Taxa., ArrHl Po.t A.......nt R.v'ew Unit, Dept. Z10601, Herri.bUrl, PI. 11121.0601, phonI
(717) 717'650&.
DISCOUNT I
tf MY bx dtM II p.id within thr.. (5) c.1We' lIorl'th. .U.,. the daotdent', d..th, a flv. percent (IX) dltCCMllt
of ttt. tlJC peid it .Uowed.
PENAL TVl
ThI ISX tax eanI~ty non-pertlolpatlon penalty t. cowputed on the ~otel of the tlM Ind Inter..t ......ed, and not
paid blfo,.. Jenu.ry II, 1996, the flr.t MY .fhr thtl .nd of the tax .....t!t period.
INTEREST 1
Int.,...t b chereM bltlnning with flrtt ooy of dtlllnquwMly, or nine (9) IIOnth. Ilfld one (1) d.y frOll the! etate of
_Ut, to the dlt. of P'YHnt. Tex.. which bee.. del1nqu8nt bill fOrt JW'lUllry I, 1982 bea" Int.r..t at the! rata of
.Ix (6Xl percen_ plr ~ celcul.t.d at . d.l1~ r.te of .000164. All t'K.~ which bee... delinquent on end Ift.r
Jenul'Y 1, 1'8Z will bier Int.r..t at a r.t. which will v.ry frOl callnder y.ar to c.llnder y..r with th.t rat.
~Id by ~ PA n.pert.-nt of Rev.nue. Thl appllc~11 Int.r..t rate~ for 19!Z through 1998 .rll
V.er Int.,...t Rite DeilY Inter..t Factor y..r Inbrut Rlt. OeUy Interut FlCtor
--
1982 ZOX .000548 1987 'X .000247
1915 16:< .00041. 1'81-1991 11:4: .000301
1914 11;( .000501 I'" 'X .000241
191& 15:( .0003S6 19'5-19M 7X .000192
1916 10~ .00027~ 1995-1998 'X .OOOZ~7
nlnter..t II calcul.tld e. follow.,
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
_.Any NoUce lI.lted .ft.r the tlX blOOM. d.Unqu.nt will r.flact ." Inter..t c.lcutllt1on to flft.., (15) d,Yt
beyond the d.t. of the! ......-.nt. If pey-.nt II ..0. eft.r thl Int.r..t cOlputltlon dete .hoWn on the
Notlc., addltlonll lfitlrtlt ltU.t b. onlcuhtld.