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Home My WebLink About97-00395 /'Ii '! ik' .OR OATIS OF DIATHAmR 12131191 CHICk HIRI C!. , INHERITANCE TAX RETURN ~O~:;~yU~:~DIT 15 CLAIMID 1'1 ~, , RESIDENT DECEDENT FILl NUMUR C~M:~:R~~~~fT*~'~;~~!:~'~ ....., ,.... (~T~E :J~~~T~~~P~~~lf ICOUNT; i1Df (I 'I YEAR'-?),SN~0B~,R . r-k;'~yN,AMphyi l'is A'.MI.." INitIAl! "------"-~--'-.~".J6~~;O[~-:<, ~~~~Cft~':~~-"AVe. n~~____ i !Ol~'j~24~~~~~- H---n~~~~71" . rAt; ~~~R~'~I .. ~"~,' ~~~~I)~r~;~~~ngs, PA 17065 __=... i,;'''''('''il'~;';'G ;~",i,,,,.."".' "," "'OM""" ,;;""" u" eml "CU"" flUM'" , r AMI,uel ""IV,1i ",,",SI'U("6"if_"-~:::"-_=:: r-:l 1. Orlglnal Rulurn kl 2. Svpplemll!1tol Roturn 1"1 3, Remainder Return Ilor dol.. 01 death prior 10 12.13,821 (_I 4. llmllttd bloll'l [ 1 40, Futuro Inlerc,,' Compromi~o LJ 5, federal Estate Tall; Return Requir0d 110, dolo, 01 dooth oft" 12,12,82) [] 6, Deced.,l1t Died To\lale LJ 7. Dllcodenl Moinloined (1 Living Trust ___ 8. Tolal Number of Safe Depo,1I 80Kel IAllach copy of Will) IAllo,h copy 01 Tru.l) .__n___ A~~ cORRiiiloNDINCi! AND CONPIDENTIAL TAX INFORMATioN SHouLD iiFtiECTiifc), .. ' ~- NAME - --- - - - - -------------------------..-~-~P1[iEMmm'o ^DDRESr---.-------~----_.-------"'-'--..--.----:.-c.....------'-----~ Doris E. Fahnestock 23 S. llalti.more Ave. mfPii0NiNlfMiER.-..-......-n Mt. Holly Springs, PA 17065 REV.UOOt)/,t l'.9"1 I!! ..i!il'.! !lJli5!9 "E" /..... ~ffi ..il ule .___..~ ".f)Zco)-41l.R=~fb~L=..= ___. .____.u._~__. ,______.."_~_ --. -.----_. .-,,-----_.~-_.. .------.-,..----.....- ."-, -_.._.....~--_.- ---~..~~.~-- ~O, II line lQ II greater Ihon Line 18, onler the dIfference on line 20. This is Ihe OVERPAYMENT, II [J~~.II~I....IIIl"I.1.'.~II.IIII'HIH...1I1ill...IJftftfln..loJlI_'~'.I!IJ!I.n'~III'I.1 ~ ~ ~ L Reol E.,OI. (Schedul. AI 2, Stock. ond 80nd. ISchedul. 81 3. Clolely Held Stoc;k/Parlnerslllp Interesl (Sc;hedule q 4. MortgClges and NolIn Rocelvoble (Schedule 01 5. Cosh, Bank Deposlll & Miscellaneous Personal ProperlY ISch.dule E) 6, Jointly Ownad Propsrty IS,h.dul. F) 7, T,onlle" (Schedole 0) ISch.dulo l) 8. 'Total Gron Auell (Iota I lines '.7\ Q, Funeral EKpenStlS, AdministratIve Coslil Miscellaneous Expensel (Schedule fil 10, D.b", Mortgoge 1I0blllli... lien, ISchedule i) 11. Tolal Deduction, (lololllne$ Q & 10) 12. NBI Vt.lluo of Esto'e (Uno 8 mInus Line 11) 13. Charitable and GovtlOimental Beqlll:lS1s (Schedule J) 1.~ Net ~lue~ubJ~~.~~~~~~.~ rninu_,--Une l~l.~_ 15, 'Spousal Transfers (for datel 01 dealh afler 6.30.cM) Su Instructions lor Applicable Percenloge on Reverlo Side. Ilnclude values from Schedule K or Schedule M,) 16. Amount oilInG 14 toxable 01 6% role Ilnclude values from Schedule K or Schedule M.) 17. Amount of line 14 IOlloble at 15% role (Include values from Schedule K or Schedule M.l 18. Pdncipal tox dUEl IAdd tOK from Unos 15, 16 and 17.) 19, Credits SpOUHl\ Poverty Credit Prior Payments .-- + 11)_ P) ( 3 )n~. ..-,~-~-~..- {41 ----~...,- (51 _~,....~,_.,~~_n..__'."_ ( 61$6.Q,.oBL28--..~--.. 171.._...._,-~~~ $350.00 (91 _~____-...~-.----'- $60,081.28 (81 l'J f;! ~ " u S 110) _.~"..,-,-,~:-~-- (111 h~o...oo 112) _$59,731.28_~_".~ (131 --'-_---'-c--..~_..~ 114) ..~59 , 731. 28 115)..~..-_,_..~.~'''_)('-''''. ~--.~~-_._._._.-- (16) .._..,_.....__~..---)( ,06 . (17) Ji't...Z81....fL _,.,..___,..)( ,15 . ._.~~~_~~._.~_H-,""-'- _"$,!h259-,-Q9.~--.,, L, 5% ~'1~~8 (181 ._--~...._-~~,_..-------.------..- Into rest $447.98 119) 1201 ___.._~__.....,.,___..___h."__--------" . .. ,-~~-- .~--,_.__. 21. II Un. Ia I. gr.oIOlI.ctn Lin. 19. onlo' 1.0 diller.n,. on Lino 21. Thi. i.l.o TAX DUE. 1211 $8,511. 71 A. Enter Ihe interett on the bolon(:e due on line 21 A. {21 AI -'-8.511.71 8. Enter Iho lolel\ of Lilla 21 Clnd 21A on line 21B. Thi~ IS tho BALANCE DUE. (21BI 'P _q____ ...~~_~~~.~~~_~_~_V.~~!!__t~_l R..~_I.._!~r..of -"~'_U1._~ .~_iJ_ltnt _ _ _____ ____ - - ___ _n_ ---,- '-)i. ~-BE"SURET()-AN"SWER -"LLQUESTlONSONREVEIISE SIDEAND TORECHEcKMATH ..c...c.. Und.r penoltle. of pe'lury, I de""'. Ih~;T.ct'n ;;;ct-mln,d'ihi-;-;;;;~;;~:i';-Zl;;;'ing -~;;~mp",~,i"\I~ci;;;i~i;;;-;;';-J;t;;;;';;;;;;t;~nd"'loih;b"1 of my kn':;;;'I.dg;';;~db.llef, ilis 'ruo, correct and complete. I declmfl Inot nil rtlul o~tC1le hos boon roporled ot trve market volvo. DeclClrcltion 01 preporor othor thon the personal represenl<l!lve 11 baled on 011 inform;)lionof whit~ preparer ha-i o~_y knowltldge. ~Sl~='E~SO~~~'ON5~l"ORf'l::~lU~~\~ ,AIiDR'I' ~~ ~;~~ltilT'Ore,Ave. Me; BoITy Springs; 5~/28/~;---- ,_..__"~___,_S::~..,},,.'L!~.hI~'i~ .n .--- ... ---- -.--~ ~GNA~URE Of PRl:PA~R DfHERJt!AN RE~f5f.NTA1IVE/ /- ADORE~S 23 S. Bal.tim:Jre Ave., -Mt .Hall y Spl."ings, DATE - --- - -- (v\~.iL 3-f{t:~L,::<,;/.,:l'l, ,< l'A17D65 4/28/.9.!__.__ PETITION I"OR PRORATE and GRANT OIi LETTERS E:ltale of ,PIIYI.I:.!!LAL McC(tL_~__,____~_ also known 0.1 _____~,_~,_____.. 21-97-395 No, .____ ..,_.._______,______....___ To: ________._.."...,..,__m _,,"'_' ,_.._.._... Register of Wills for the _.___,______. /Jecrose". Coullly of _!tllIIII~RLAND In the Social Security No, ....l61-::l!i::9l52..-. Commonwealth of Pennsylvania The petition of the undersigned respectfully represet1ls thai: Your petltioner(s), who Is/are 18 years of uge or older an the e,~eculors in the last will of the nbove decedent, dated November 8 . and eodicll(s) dated ..---.. named , .I9.!L_ (~ItHe relevant circumstances, e,g. renunciAtIon, dClllh or C,'<CCUlor, etc.) Decendent was domiciled at death in Cumbe1'1and _ her lasl family or principal residence lit 23 N. Baltimore SprfniA Boroullh County. Pennsylvania, with Street. Mt. Holly (Il.~t meet, number all(\ munclpnlhY) Deeendenl, then 67 years of age, died February 1 , 1997 at hAT reA iden.cJL . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled In Pa.) All personal property $ 80.000.00 (If not domiciled In Pa.) Personal p,operty In Pennsylvania $, (If not domiciled in Pa.) Personal property In County $ Value of real estate In Pennsylvania $ situated as follows: WHEREFORE, petitloner(s) respectfully request(s) the probate of the last will and codjell(s) presented herewith and the grant of letters 'l'estamentary _ (testamentary; admlnlmatlon c,l.a.; admlnbtrlulon d.b,n.c,t.o,,) theron. L '~~ " g; ].g IQ': -w;ct:'.. 'll,_ ~ 0 (J (I iii . c,_ " ( =-----0.>. 1 ll---/L~ DAVID E. RS aMa .DAlLID A. MYERS. '!I7~ AI.PAT nRTVR ~T1.1.!lRIII\Il. PA 1701 Cj 9M-'iO\)i7 ".----. ; VICKI L. FAHNESTOCK 23 S. BALTIMORE AVE.. NT HOLLY SPRINGS. PA 17065 486-5831 OATH 01<' PERSONAL REPRESENTATIVE :.,COMMONWEALTH OF PENNSYLVANIA }' , ;.~croUN~\' OIl!::1 CUMBERLAND 1:18 cr: 'J' [) 0--' -- The peillloner(s) above-named swear(s) or afflrm(s) thai Ihe stalements in the foregoing petition are Irue and correct to the besl of Ibe knowledge and belief of pelilloner(s) and that as personal represen' latlve(s) of the above decedcnt petltioner(s) 11'111 IVcll and truly admlniste, the eSllHe nccordlng to law. Sworn to or ...affl.rn '.ed .J!.11d. Slllmrihed .1'/).. -.../ / ;;.r:'lffl. ~K/I:l fL...:/ /). ~',J""1;1-" before mc this __ ,_...9,!!.__,__ day of .. I~~!'."..,_...-'--,_____,__ 0]' 'Trf;!".jr~~~ifCL~{;0;--: ,JJ21nl . t!1'l~f1;l.u--"~'-'-- . ~ I'n __ rf RY CLEWIS '!...f Iie:/sle!, :Jrl:Y.3'J;;=~/I'~mi!l~T.OCK-====-~:=: B: .' last Bill aub ~c$tamtut I, PHYLLIS A. McCOY, of the Borough of Mount Holly$prinQ$, Cumberland County, Pennsylyania, declare this instrument to be.my iast'will and testament, hereby expressly reyoking all wills .nd codicils heretofore madE by me. 1. I direct my executors to pay all of my debts, funeral and administratiye expenses as soon as may be done conveniBntly after my decease. 2, I authorize and empower my executors to sell any realty owned by me at my death and not spec1f1cilllY deyised herein.. at either. public or priyate sal e, and to giye good and ' sufficient deeds therefor, in fee simple, as I could do if living. . 3., I giye, devhe and bequeath all of my i:lStilte of every nature and whereyer situate as follows: (a) $500.00 to Barry McCOYI (b) $5,000.00 to Coleen MCCOYI (c) $5,000.00 to Barry McCoy, Jr,; (d) $5,000.00 to Jessica. McCoy; (e) $5,000.00 to Erica Caul sonl (f) $5,000.00 to Susan Coulson; (g) $5,000.00 to Jeffrey fahnestock; (h) $10,000.00 to Vicki Fahnestock; (i) $10,000.00 to Dayid A. Myersl (j) All the rest, res idue and rema inder to my two '<i- ~lQ1i.QE.~~ Name ofDecedent: PHYLLIS A. McCOY Bstate No,: FEj3RUARYI. 1997 21.97 -0395 Date DfDeath: 1'0 the Register: I certify that notice of the beneficial Interest required by Rule 5,6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-oaptloned estate on Ml\Y 20, 1997 ~ Address Jeffrev Fahnestock Doris Fahnestock Patricia M vel'S .vicki L, Fahnestock David E. Mvers .fu!n:y,L. McCoy Sr, .fu!n:y, L. McCov Jr. Jessica K. McCov Colleen L. McCoy-Hyser Brica Coulson Susan Coulson 1708 Park Ave. 3rd F1.: Baltimore, MD 21217 23 S. BI!l.ti!nQrs; Ave.: Mt. Holly Springs. PA 17065 204 AIDat Drive: DiIlsburg,lL\ 17019 23 S. Baltimore Ave.: Mt.Holl~~A 17065 275 AIDat Drive: Diilsb\!J1tu.PA 17019 P.O. Box 1147: Car.lisle, PA 17013 2190 Carol Drive: Harrisburg, P A 17110 c/o Barrv McCoy Sr.: P.O. Box 1147: Carlisle. PA 17013 P.O. Box 161: Newville. PA 17241 clo Susan Coulson: 142 E. Old York Rd.: Carlislo. PA 142 Old York Road: Carlisle, P A 17013 o No!jce h~ow bbc1fgiven to all persons entitled thereto under Rule 5.6(a) exoept . ('I ' (L none ~ Dale: \'l OS/20/97 >- "C w:: , " j! fHU I~ ~8 0: - P' 11t13~ ( . , Signature IRWIN. McKNIGHT & HUGHES Name Rooer B. Irwin. Esaulre Add,ess 60 West Pam fret Streel Carllsle,PA 17013 Telephono 1717) 249-2353 Cap60lty; Po...onol Roprosentatlve x Counsel for Personal Represenlotlvo 15'''/71-7 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *~I;'J ;. r.,~ ~~, BUREAU OF INDIVIDUAL TAXES INIiI:RIIAtlCt, TAl( DIViSION IlfJII, 280MI flARRISI\URO, PA 111?8-1J601 NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 1l'l.!i./(II"I1I.t/1 ROGE.R B IRWiN IRWIN ETAL 60 W POMFRETST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-11-97 MCCOV 02"01-97 21 97-0395 CUMBERLAND 101 PHYL L1 S A [--"--'A'ii-ounf-R.;;J.tT.~--J _..___~..__...._.u.___.___ _..._---.-_..-_.~...,....._._....,....~----...._- _.__.__._---_.-._--_._--~-_._- MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~. RETAIN LOWER PORTION FOil YOUR RECORDS ..... R IV: i siii" Eif - AFP - i iiF97 T -NoW cE" -oF - i NHEifi f AN-C E - 'fAX - iI-p P RiI- i Ii EM E NT ~ - -A L DiwANCE - OR - - - - - - - - -.. -.. - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCOY PHVLLIS A FILE NO. 21 97"0395 ACN 101 DATE 08-11-97 TAX RETURN WAS I I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DNI ORIGINAL RETURN I. R..l Est.t. {Schedule AI 2, Stocks and 9ot,ds {Schedule AI 3. Closely H.ld stock/Partnership Interest (Sohedule C) 4. Mortuages/NatMs Receivable (Schedule OJ 5, C.s"/Bank DflposH s/Misc, Parlonal P,'operty I Schedule E) 6. Jointly Owned Property (Schadule F) 7, Transfers (Schedule OJ 8. Total Asuh CHANGED 111 12) 131 14) 15) 1&) I7l .00 ,00 .00 .00 ,00 60,081.28 ,QQ (a) NOTE I To insure prop.r credit to your account, submit tha upp.r portion of this fa,.", with your tax pay",.nt. 60,081.28 APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funaral Expansa,/Adtn, Costs/Hisc. Expanses (Schedule H) (9) 10. Debts/Hodga". LhbUiHu/Uans (Sc.hadule 11 110) .00 11. Total Deduction. ell) 12. Net Valu. of Tl)x Return (2) 13. CharHable/CoY8Irnll'l.nb1 Beque.t. (Schedul. J) UJ) 14. N.t Value of E.tat. Subject to Tax el4) NOTE: If an assessment was issued previoUSly, lines 14, lSand/or 16, 17 and 18 reflect figures that include the total of ~ returns a....e.d to date. ASSESSMENT OF TAX: IS. Amount of lina 16. Amount of Una 17. AMount of Lina 18. Prinoipal Tax Du. 350.00 ~<<in nn 59,731.28 ,00 59,731.28 will 14 .t Spou..l 14 taxable .t 14 ~.)(abh at rat. LineaI/CI... A rat. Coll.taral/CI... 8 rat. (15) 11&) (17) .00. K .00, .00 K .06, 59,731.28 X .15,_ 1111_ ,00 .00 8,959.69 8,959.69 TAX CREDITS, ---. PAYMENT DATE 04-30-97 RECEIPT NUMBER AA211Z38 DISCDUNT (+ I INTEREST/PEN PAID (-) 447.98 AHOUNT PAIP 8,511.71 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, TOTAL TAX CREDIT 8'959.~9~ BALANCE OF TAX DUE .00 .-'--'- _ElTE~:~:/_~~E~~N. ______ : ~~~-I _____,,_,__.,_,_ m__L.______~________ IF TOTAL DUE IS lESS l'HAN $I, NO PAYMENT IS REQUIRED. IF TOTAL DuE IS REFLECTEP AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TIllS FDRH FOR INSTRUCTIONS.) Ch I,"t-- (", C.~ , ~ I--=< I'd L~ ci: r"~ p' ~a RESERV~TIONI t.tltu of dUtdlnti ~~Inll 0" or ti.forl O.oOIll"lr 12, 1962 _4 If any futur.' IntQrelt In thl utah li'tran.ferred In po.....ton or .nJoy.."t to CIa.. a (oollat.ral) bln.flolarl" of thl d.old.nt .ftlr thl 'MPlratJ~n of Iny ..t.t. for lift or for y..r., the Co~~onw'lltk h.r.bv l~pr...IV r...rV.. th. right to apprnli. Dnd a..... trno,f.r Inh'rltance Tft~I' at the lawful Cia.. I (collat.ral) ratl on an~ .uch futurl Jnt.r..t, ' PURPOSE Of NOTICEl PAYMENT I REfUND (CRll OBJECTIONS: ADMIN lSTR-'UVE CORRECTIONS I DISCOUNT I PENAlTYI INTEREST I To fulfill thl rtqulrlllllntl of Sletlon 2140 of thl Inh.rltftno. and Eltflte Ta~ Act. Aot 21 of 1991;, (n P.S, S.ctlon 9140), Oetach thl top portlon of thl. Notte. and subllllt with your pay.,nt to thl Raglltar of Will. prlntld on the r.~.r.. .Idl, '."'aka oOlck or money oreler payable tOI REGISTER OF' HILLS, AQE:~T A r.fund of II till( cr.dlt. whloh was not reqlle.hd on the Ta~ Return, May be requa.t.d by cOIllPlatlng nn "Applloatlon for Ihl'fund of P.nnuylvnnla Inh'rltanol and Eltat. TII~" (REV~1313I, APPll(1atlon. IIr. IIvallablll at the Offic. of the R.gt.t~r of will., IIny of the 23 RMv.nus Olstrlot affloe., or by oalllng the 'Plotal 24'hour an.w.rlng ..rvlc. nu~b'r' for for~' ord.rlngl In Pennsylvania 1-800-362-2050, out.ld. Pennsylvania and within local Harrisburg ar.a (7l7l 787-8C94, TOO_ (7171 172-2252 (Hllarlng Impalr.d Onlyl, Any party In Int.r..t not latl.fl.d wtth thl apprllls.~ent, aliowanoe or dl.ftllowan~. of deduotlon.. or a".,.".nt of tllK (Including dl.count (lr Intllr..t) a. .hown on thl. Notloe "u.t Object ~Ithln .i~ty (60) day. of r.oeipt of thlt Notlc. bYl --wrltt.n prota.t to tha PA Oeplld".nt of Rel/llnu.. 80ftrd of Appull, OIlP\' 281021, ~larrJtburg, PA 17128-1021, OR --.Iactlon to hilI/a the Matt.r d.t.r.tnad at lIudlt of the aooount of the p.r.onal r.pr...ntatl~., OR --aflPtai to the Orphan.' Court. Faotual "ororl dhcov.r.d on thl. 1I111...ant Ihould b. IIddr....d In writing tOI PA O.part".nt of R.v.nua, Bur..u of Indl~ldulll Ta~.., ATTNI Po.t A.......nt Revl.w UnIt, D.pt, 280601, Harrl.burg, PA 17128-0601 Phon. (111) 187-6505, S.. page 5 of the bookl.t "1I1.tructlon. for Inh.rltano. r.~ R.turn for a Rllld.nt D.c.d.nt" (REV~l!;OlJ for an ,~phnatlon of adlllnhtratlv.h oorrectabl' .rrOrl, If tny t.M due I. p.ld within thr.. (3' cal.ndar .onth. .ft.r the dac.d.nt'. d.~th, a flv. p.rc.nt (51.) dllcount of the tl~ paid J. allow.d, Th. 151. taM a.n..ty non~partlclpatlon p.nalty t. cOMput.d on the total of the tal( and Intar..t .......d, and not PllId b.f~r. January 18, 19.6. the flr.t dllY IIft.r the .nd of the ta~ a~n.sty p.rIOd. Thl. non-participation p.nll ty III Ipp"alabl. In the .u.. IIII11n.r IInd 1n the the 1811' t I.. per lad "' ~ou would IIPp.al the ta~ and Interllt that hat b..n a....t.d I' Indlcat.d on thl, notlc.. Int.r..t I. charg.d b.glnnlnl with flr.t d.y of dellnqutnov, or nln. (9) "onth. .nd 0"' (1) day fro. thl dlt. of dt.th, to the date of pay.."t. Tft~" ~hlch b.oa.1 dliJnqu.nt b.for. Jlnulry 1, 191Z b..r Int.r.,t It tha rat. of SIM (61.) p.rc.nt plr annu. calcullt.d at a dally rllt. of .000164, All ta~" which blea.. d.linquant on and .ft.r Janullry 1, 1'82 will blar Int.r..t Rt n rat. which will vary fro. oQlandar y.at to cal.ndar y.ar with that r.t. announc.d by the PA D.part..nt of Rev.nut, Th. flPpllcabl. Int.r,.t rlltl" for 1982 through 1991 .r'l '!!!! lnter..t Rat. DillY Int.rut Faotor :!!!r Int.r....!...!!!! DailY Int.rllt Flotor 1UZ Z01. ,000548 1987 9% .000247 1981 16X .0004!4 1988-1991 11>: ,000301 1.ft4 11X ,000501 1992 91. ,000247 1985 11% .0003S6 1993-1994 IX ,000192 1986 10;( ,000214 1995-1997 91: ,000247 --Inhrg.t it clloulat.d .. '0110\1111 INTEREST . SALANCE OF TAX UUPAID X NU"SEa OF DAYS DELINQUENT X DAILY INTEaEST FACTDR uAny Notlc. ll1u.d If tar the tal( baoo".. d.Unqu.nt will r.Uaet IIn lnt.rllt ~..lcuht1on to flftl.n (15) diY' b.yond thl date of the ........nt, If pav..nt I, ..d. .ftlr the Intlr.,t oo.,utltlon d.t. shown on tha Nutlc., additional Int.r..t IU.t b. caloulat.d, co...ti'mIMltlf\{f,';&JI'~I\~ANIA HA"RISR&~t,~~~ "'. OM 1 /:, / 1/ ! INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FIl.ED IN DUPLICATE Win, REGISTER OF WILLS COUNTYCClOF REV'. 1500 EX .(7.94) f<m DATU; OF Ot'ATH AHf:H l;~lll/Yl CI-If:CK HEAE IF A !IPOl/!I."L _ _ J~'~l l'lWillL=J.:i~I.L __. _"'______ FilE NUMREA 717-2/,9-2353 1. Real E'lalo (Sch.dule A) 1 2. Stocks and Bonds (Schedulo BI (2) 3. Closely rteld Slock/Partnershlp Inleresl (Schedule C) (3) 4, Morlgrlges and Notes Receivable (Schedule 0) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Propeny (Sch, E) (5) 6. Jointly Owned Prop.rly (Schedule F) (6) 7. Transfe" (Schedule 0) (Schedule l) (7) 8. Total Gross Asset!> (total Lines 1M?) 9. Funeral Expenses, Administrative Costs, MiscellaneOllS Exponses (Schedule rt) ~O. Dobts, Mortgage Liabilitles, LIens (Schedule I) 11. Tolal Deductions (tala I Lines 9 & 10) 12. Net Value of Eslate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subjecllo TDX (Line 12 minus Line 13) 15. Spousal Transfers (lor dates 01 death after 6-30-94) SeE! Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M,) 16. Amount of Une 14 taxable at 6% rate (Include values from Schodule K or Schedule M.l 17. Amount of Line 14 taxable at 15% rate (Include values from Schedule K or Schedule M.) 18. Principal lax due (!odd tax from Une 15, 16 and 1/,) 19. Credits/Sp Poverty Prior Payments Discount Interest (), 00 , 0.00 + 0.00 0.00 ----- - 20. II Line 19 is grealer Ihan Line \6, enler the difforence on Line 20, This Is Ihe OVERPAYMENT. ~ 0 IChook ha,e If you are ,equI.lIng a ..fund of your overpayment.1 21. If LIne 1815 greetor Ihan Line 19, enler Ihe difference on LIne 21 This Is Ihe TAX DUE. A,. Enter the interest on the balance clue on Line 21A. B. Enter Ihelolal of Um, 21 and 2iA on line 21B. This is Ihe BAlAPlCE DUE, Make Chick P~yable 10: Register 01 Willa, Aglnt . .. .. BE SURE TO ANSWER All QUES'flDNS ON PAGE 2 AND TO RECHECK MATH . . Under p8MI~le5 of perJulY, I declare thaIThave examined this return, Including accompanying schedUies and statements, and tothe best of my knowledge ariCfbellllf, Ills true, correctllnd complete. I declare thai 1111 rflal flsll1tfl has been repCHtfld at true mark!)t V<l!ue, Dl'IC'.IMltlonol preparer other than the personal representallve Is blsfld on III InfClrmltlon of which prepare! has any knowledge. SIGNATUAE O!)'EnS~~AE':':~~~B-;" FOA FlLINO RETlIII.cki Fahnestock/David Myers ' E::, f ~'?J . }.,I<. 23S_~,a~tIlnoreqAve/2?5q~ip_"tD.r_____"__ v~-1-- If"~' Mt Holly Springs/Dillsburg, PA/PA 17065/17019 "GNATUAE OF PREPARER OTHEA THAN AEPAES'N""" IRWIN, McKNIGHT &. HUGHES 60 West Pomfret Street Cari"i';i;",PA- - iiciij' - - - -, -,. - -- - -- ___mm CAR H P l. E P 0 C R C K 0 K P S c P o 0 R N n 0 E E S N - T ~1-97,:J9S YE:AA NUMellR D ~ ~ D E ~ DECEDENT'S NAME (l.AST, FIRST, AND MI(llH.f INitiAl) DECEDENT'S cOMf'l.l:rf,: ADOHtS!, "----- -1- - "hjUS --~~.:.., ~:J N, nnltlmoro St.root SOCIAlSECURITV NUMBER QAft OF OL'.TH DArt OHIlfHH Mt.. tin 11 y Sp r Il\gH. PA I 706~) 163,~4-925~ 02/0]/1997 07/06/19~9 ._____. ~_._~ ____ CounL Cu~\ber:.~und~_~.__.,._..._..___ (IF APPLICABLE) SURVIVING spousr;'s NAME (l.AST.FIRST AND MIDDLE INITtAL}JSOC~AL SECURITY NUMEHiA AMOUNT AECEIVEO{SfE INSTRUCTIONS) 0.00 . -- . -. --"'.- . 1, Original Return X 2, Supplemt'lnl,ll Return Remainder Auturn 4. Umited Estate 411, Future Intarest Compromise (for datos of death prior 10 12-13.,82) (lor dllles 01 death after 1(:-12..02) D &, Federal EstatEl Ta)( Rlllum Required [K) S, Decedent Died Testate [:=J 7. Decedent Malntalnad a living Trust 0 8. Total Number of Safe Deposit BOl<e5 __, (Moch coPy of Willi _ (Attach a c.'!l'y 01 Trusl) All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHO'JlD RE DIREC1'ED TO: ..--- ---------- NAME Ro e~ B. Irwin, TELEPHONE NUMBER COMPLETE M,4.llINO ADDRESS Esquire IRWIN, McKNIGtrr IX HUGHES 60 West Pomfret Street Carlisie, PA 17013 None ---.- None None None 12,960,41 None 10,428,97 R E C A P I ,. U l A T o N (8) 23,389.38 (9) 13,562.76 (10) 1,~75.00 15,537.76 (11) (12) (13) (14) 7 R'i 1 ~? None Z i:85 1. 62 (15) 0.00 0.00 X , (16) 0.00 X ,06 ' 0.00 T A X C o M P U T A T I o N 7,851.67 X ,15' (17) l,i77.74 (18) 1. 177.7{l (19) (20) 0,00 0.00 (21) (21A)-- (21&) l,i77.74 0,00 1,177~4 D,:rr; It !yyj'; T rO/.lfli7 DATE /3 ~, lo(o.t!YI f:orm 15-00 (Rl'Iv, 7.9~) 10rmsoflware only CPSystems, Inc, REV'. lS12EX. (1.g3) SCHEDULE I DEBTS OF DECEDENT, MORT AGe LIABILITIES AND LIEN COM~\m~%~~~ANIA IISTATI! OF Phyllis A. McCoy 8811 163 - 21.,9252 02/01/1997 ,-- ITEM DI!SCAIPTION NUMBI!R 1 Internal Revenue Service, 1996 tal< due 2 PA Dept, of Revenue, 1996 tal< due TOTAL (,1.1'0 enler on line 10, Rec. nu"Uon) (If more spaco Is needod, In..n addnlon.lshoo" olsamo sl.o,) Copyright (c) 19v4 form SOftWllI'. only CPSYlIlllmfl, Inc. PIIIAI p, nl T I FILE NUMBER 21..97.395 AMOUNT 1,845.00 130.00 . 1 975.00 Form 1100 Schttdul. I (R..... 1.93) ltt$t Ilill (tub ~~$tctttt~nt I, . PHYLLIS A. McCOY, of the Borough of Mount Holly Springs, Cumberland County, Pennsylyanla, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I direct my executors to pay all of my debts, funeral and administrative expenses as soon as may be done cDnyeniently after my decease. 2. I authorize and empower my executors to sell any realty owned by me at my death and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do 1f living. 3. I give, deyise and bequeath all of my estate of every nature'and wherever situate as follows: (a) $500.00 to Barry Mc~oy: (b) $5,000.00 to Coleen McCoy; (c) $5,000.00 to Barry McCoy, Jr.: (d) $5,000.00 to Jessica McCoy: (e) $5,000.00 to Erica coulson; (f) $5,000.00 to Susan Coul son; (g) $5,000.00 to Jeffrey Fahnestock: (h) $10,000.00 to Vicki Fahnestock: (i) $10,000.00 to David A. Myersj (j) All the rest, res Idue and rema ir\del' to my two E~,~"~muu~.!ool UOd-=:J MAKE CIiECK PAYABLE AND REMIT PAYMENT TO: REGISTER or WILLS CUMBERLAND CD COURT IiOUSE CARLISLE, PA 17013 CUT ALONG THIS LINt ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... R 'Eli': is'47-iif 7. f:'ii - [ilii=97r NoYicE" of" Y NHEifi rANcE - TAX - ;'-P' iiilAf sE;.iEN'f:"" A i.UiwAN"c Ii "oIl'" -- --- -"" ,."" - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PHYLLIS A FILE NO. 21 97-0395 AeN 101 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: ) S. Anount of Un. lit at Spausal 16, AMount of Line 14 taxable .t 17, AMount of L 1ne 14 taxable \tt 18. Princlp.l TSK Dua /v /7/-7 COMMONWEALTIi OF PENNSYLVANIA DEPAR"M~NT OF REVENUE BUREAU Of INOIVIOUAL TAXES IHIIUUTANCE rAM DIYISION Df.Pl, zaOflOl ItARfHSBURG, fl. 11l28"06nl NonCE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT OF fAX ROGER B IRWIN ESQ IRWIN ETAL 60 W PDMFRET ST CARLISLE DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN 02-02-98 MCCOY 02-01-97 21 97-0395 CUMBERLAND 101 PA 17013 ESTATE OF MCCOV TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN }. R..1 ~.t.t. (Schadula Al (1) 2. stocks and Bonus (Schedule 8) (2) 3. CIo,"ly H.ld S~ock/~.rtn.r$hlp Interest (Schedule Cl (3)~ 4. Hortgaga./Notes Rec.lvabl. (Schedul. 0) (4) S. Cash/Bank D.paslts/ttlsc. Parsonal Proparty (Schedub E) (S) 6. Jointly Owned Property (Schedule f) (6) 7. Tr~n.f.rl (So~.dule 0) (7) 8. Total Au.tli ) CIlANGED NO. 01 .00 .00 .00 .00 12.960Jll .00 10.428.9" (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exp.ns../Ad~. Costs/Hi so. Expense. (Schedule Hl 10. Debts/Hortuage LiMbiliti.s/Li.~. (Schedule I) 11. Total Deductions 12. N.t Velue of Tax Return 15. Ch.ilrUablo/Govarn...nhl Bequ.sts; NonMelact.d 9113 Trust. (Schedulll .J) 14. N.t V.lue of Es't.t. Subject to Tax (9) lID) LL 562.76 1.975.00 (11) 1I2) (13) 1I4) NOTE: rat. Lin..I/Class A rat. CoIINteraI/CI... 8 rata .OOX,OO" .00 X .06= 67,582.90 X .1S= 1I8) ClS). Cl6). (17) TAX CREDITS: PAYHENT DATE 04-30-97 10-29-97 RECEIPT NUHBER AA211238 AA242403 OISCDUNT (t) INTEREST/PEN PAID (-) "447.9"a- .00 AHOUNT PAID ---o;-srr:-71 1,177.74 TOTAL TAX CREDIT BALANCE OF TAX DUE - - INTEREST AND PEN. TOTAL DUE . If PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *' In.li41 n H' lU.t11 PHYLLIS A DATE 02-02"98 NOTE: To in sur. proper credit to your' account, subMit the upper portion of this for.. with your tax p.ynant. 23.389.38 15.537 76 7,851.62 .00 67,582.90 will .00 .00 10,137.43 10,137.43 10,137.43 .00 .00 .00 IF TOTAL DUE IS l.ESS TIlAN U, NO PAYHENT IS REQUIRED. If' TOTAL DUE IS REFl.ECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TillS FORH FOR INSTRUCTIONS.) ,';' " ; '.3(', RtaERY~TJOHI Ettltlt'of dloedtnt. dYlnt Gll or blfore Dtot.alr 12, 19.2 ~. Af any future Inttrl.t In the I.tltt 1. tran.flrred In po......on or InJoY.lnt to CII.. . (oolletlrll) blneflollril. of t~ deoedent .ft.r the .wplrltlon of Iny e.tat. for life or for velr., the Co.-onweelth h.reb~ 'wpr...ly r"lry.. thl rlOht to appral,a and ...... tran'flr, InhlrI t'nuI T'Ke. .t thl lawful Cl,.. I (ooll,terell rat. on *"y ,uoh future Intlre.t. _Of NOnCEI To fulfill thl r.qu.lr...nt. of SleUon 2140 o'f tht Inheritance and Eltat. 1Iw Aot, Aot 21 of 1"5. (72 P.S. Stl1t1on 9140). PAVHfHTI Ottlah the tnp portion of thl, Not loa and .ubait with Yo~r paY~lnt to the Roai,t.r of WIll. printed on thl r,vlr.. .Ido. ~~H.k. chick or aonly ordlr plyabl. tOI REGISTER OF H!LLSJ AGENT REFUND (CR)I A rlfund of a taw crlcUt, which wa, not requ'.hd on the TalC R.turn, "Y bo rlquut.d bV co.pl.Ung ." "AppllolUon for Rlfund of P'nn'YI",,"lt Inh.rUano. and E.hh TalC" (RE~.1515). "ppltoation. cr. aVIIlllblt It thl OffiCI of thl R'll.tlr of WIll., any of the 25 Rev.nu. DI.trlet Offlo.., or by ollllng thl,plolal 24~hour an,wlrln. 'Irvlo. nu.blr. fer for.. ordarlngl In Plnn'Ylv,nl. 1-800-362-~OSO, out.lde Plnn.ylyanl. and within 10c'l Hatrl.burg Irla (717) 787~a094, TDD. (711) 772~22S2 (H..rJns I.,.Jr.d Only). OftJF.CTIONSI Any Plrty ln Jnt.r..t not ..tJ.fJad with the appr.I....nt, allowanol or dJ.allowanot of d'duotion., or a"eRs..nt of t.x (JnoJU(llno clltoount or' Jntlrut) II shown on thh NoUe. !IU.t obJltot wUhln .lICty (60) d.n of ",ollpt of thh NoUc. bYI ADMIN 1STR..TIYE CORRECT IONS I --wrlttln protut to the P" Dlpart"nt of Rlv.nu., 80ard ot"pp.alt, n.pt. 281021, Harrltburll. PA 171za~1021, OR ~~.I.ctlon to h,~. the 'Itter d.t.raJn.d It audit of the account of thl Plr.onal r.pr...nt.tiv., OR --app.al to thl Orphan,' Court. Faotu.1 .,.,.or. dl.coy.r.d on thl, a.'....-nt .hould bl addr....d ~n writing to, P.. Dopartl.nt of R.~.nut, Bur..u of Individual TaK", "TtNJ POlt ..,......nt R.vlew Unit, Dept, Za0601, Harrl.buro, P.. 11128~0601 Phonl (711) 187~6505. $.. pag. 5 01 the bnoklet "In.truotJon. fo,. InhtrJtance Tax R.turn for. R..ldlnt DtOYdRnt" (REV-ISOI) for an .xplanation of adalnittratlvely oo,.,..atabl. '''''0,." DISCOUNT I If any tax du.l. paid wlthJn thr.. (5) c.land.,. eonthl aft'r the d.eed.nt'. de,th, . flvl plr~ent (SX) dl.oount of the t,IC paid h aUowCld, PENAI.TYI Th. 15X talC a~.ty non-p.rtJclpatJon p.nal~y J. eOlput.d on tho total of the talC I~d Interl.t .......d, and not PtJd blfor. January 18, 1996. th. flr.t day aftar the .nd of thl t.x ..n..ty period. Thi. non~partlclp.tlon penalty I, appe'lable In the .al, ~anner Rnd In tho the .a.a tiMe Pftrtod a. YOU would app.,1 the t.IC and Int.ro.t that h.. b..n a..e"ld a. IndJcatQd on thJ. notloa. INTEREST I Intlrllt h oharg.ri b.glnnlng with flr.t day of dellnquancy, or nln. (9) lonth. 'nd ona (I) day fro. the dati of duth, to the data of peY'ent. TalC.. whJch b.ca.. d.Hnqu.nt b.for. .'anulry I, 1982 bur J"brut It tilt rate of .ix 16X) pareant p.r annul oalculatln at a datly rat. cf .000164. ..11 t,x.. which bao.,. dllJnqulnt on and .ftlr J.nuary I, 1982 wlll bnr intere.. at . rat. which will vary fl'o. calendar Yllr to cal.ndar Ylar with that rat. announc.d by the PA Oepart..nt of Rev.mla, Th.. llpplloahh int.r..t rat.. for 19&Z through 1998 art I ~ Int.ra.t Rah Dally IntClra.t Faclor !!!r In~ar..t Aat. Dally Int.rut Ftctur 19&2 ZOt: .000548 19117 .~ .000247 1985 16t: .000438 19a8.1991 IU .000501 1984 11% .000301 1992 .~ .000241 1985 13% .000556 1993-1994 7X ,000192 1986 10:< .000274 1995-1998 .~ .0002~1 --Intlrllt J. calculat_d a. folJoW'1 INTEREST . BALANCE or TAX UNPAID X NUKBER Dr DAYS DELINQUENT " DAILY INTEREST FACTOR ~~"ny NotJce I"u'd ,ftlr the taw b'c~I' d.llnquent wJIl rafl.ct an Jnterl.t caloul.tlon to flft.en (IS) d.y. b'YOnd th. d.t. of tha ...o....nt. If paY'.nt I. ande I'ter the Intur..t co.put_tlon d.tl 'hown on the Notlol, additional Jnt.re.t .u.t be calCUIQtltd. S1A'fUS REPQRI..mmE.B.L\ULE 6.11 Name of Decedent: __ PHYLLIS A, M..II.-COY Date of Death: - FEBRUARY I. 1997 "'m''''' to R." 6. t2 ofth' s""m' c""rt O~h"'" c"rt R.''', , _rt tho folloW'" with respect to completion of the administration of the above-captioned estate: No, 21.97.0395-_-- \ \ \ I' , i \' l' f \ I. State whether administnltion of the estate is complete: - Y cs .JL.. No 2. If tho ..",,~ ,. No, ..." wh.. ,h, p"""'" ,_"W,,, ".."'''''' "'11"''' thO tit< administration will be complete: _ undetennlnable - --' 3. Uthe answer to No. I is Yes, state the following: a, Old the personal representative file a final account with the Court1 _ Yes ~_No b, The separate orphans' Court No. (if any) for the personal representative's account is: -----' 'c. Did the personal representative state an account informally to the parties In interest? _Yes _ No Date: d. Copies of receipts, Teleases, joinders and approvals of formal or informal accounts may be med with the Clerk of orphan'S Court and may be attached to this report. OtlO(,JtlO _&'" ..,. vi..- '- Signature ,\ IRWIN, M'K~6HT . HUGHES 1=<> ROfler B. Irwin. ESQuire Name (please type or print) ~_est pomfret Slreet -- Address _Carli~,",,- PA 17013 City. Slale. Zip (7 \7) 249-2353 Telephone Number Capacity: _:x Personal Representative counsel for Personal Representative