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HomeMy WebLinkAbout97-00401 ~ , . o Z .... o ! a 1;; au ~. .... ........ ,~...~."" PETITION FOR PRORATE: and GRANT OF LETTERS E:rlu/(' of --G'll!i_!l1 ",?",ll!l..tl_k(tJ- No. ..,---c:.~)\..'l]__:._..tJ_U__ also known as _______ .____,__ To: ----...---. H ______ ReglSler of Wills for Ihe --------.. _u___ '__ _ . [Je"c'ased, Coullly Ilf_.C_UMl1ERLIllilL....__ in Ihe Social Se('/ll'!t." No, -- ___.___________________. COll1l110llWeallh of Pennsylvania Tile pel it ion of the undersigned respec.tfully represellls that: Your pelllloller(s). who islare I H yeurs of age or older all the e\CC}II,P. \X_______________.____ named Inlhe last will of the above de"c'dellt, dalcd__act . .-,S \ leI' il'_ __ .. __ __.u____.________, 19___ and codlell(s) duted -----------'-r::- ------- ".-/-- -k--- - .---~---+- " _6- d 1"- ------,--------------.--------.I-u:JeJ'LI....1_&--ltU'1.t:,'!..Yl ___.j.::&f.::_~G(!"S e ~ cef'l t'l -----..--------..--~--..,. ----AlCl~!!I~mlUea,__.,?'+I'1"15----__~___ .,...._..~~-.. '----_.._-~-,."."._.~~-._-~-,-_...~..._._.- -- ---_.......,-. ....-.- (slnll' r~k.\'llt\l dri.'IHn,lllIlCCS, l',g. n'lllIfll'l,1I101l. ikalllllf l'\l'~'lIlor. l'Il',) , Qecelldelll wus, d omleiled al dealh III --.---~-C~~~COUI1lY, pe~Ylvanlal;LI~ h--1.--i.--a; ta~t familv or principal residellcc at'=:;[i~?>__ -L~t2.C4--R",,- /'hC"(, ,,;('., d:. -~~-~,-~--T~f---------.,...,---,----.-,..---_.__._~_.. (l1s1 \lrl'l'l, nllmber and fll\lIldralilYJ Dec~nde!lI \ Ihfll -A;::"_. year"of a&e" dieL_ _ __,Ju.>kL1~_t~L::___, 19 q 7 . al -~>\lt>."\:e_c___.'>-:I_l'-a..'-cS_, _~ __-----'-i~ . \l\..m (G.,-, V\dV.... . E,~cepl as follows, decedcl1t did 1101 marry. was 1101 divorced al1d did 110t have a child born or adopted ~::'~;'~I~~~~u~:~)n of the ~'_ill_(t1~:r[lI1ille;_~"1~rl:~1~v~clil:_Of ~_~Hing and was never adjudicated Del,.'l.'ndclll at uealh owned property with estimated values as follows: (If dOllliciled in I'll.) All personal propeny (If l10t domiciled in Pa.1 Personal propeny ill Pennsylvania (If nOI JOIllic'iIeJ in Pa,) Personai propeny in County Valu,' "f real eslate in PCl1l1l~(~a ._~ .~ situat,'d a, follows: ---.------ ____Le~ ;:;cq--./s .----- Ii) --------------fu1. <. Cl-"!.'1J-'~ .Jd' '--'-7--"'-f: $ 2~_cJ~cJ L ... .:..- $ - $-----LJj (10(1 __..__..,_ _.n __"_.__.___~_._,~..__~__. .....__~__~~__~___ \\ I-IlREFORE, pelilioner(s) respectfully requesl~s) Ille prohate of the lasl will and codicil(s) prcsellled herewith and the gral1t of lellers_.___.____T~.ll~(\.-::tt, I! '" _ (ll'\latlll'/lI;H~': ndlllinhlnllioll ~.l~ll,; udminislration d,b,n,c,l.a,) theron. , ~ ~ , '0- 'Z t .J> ::c a .. ~.g 0'. z:.: {~ il; :r. );j1~E~bL~ ----(;r;;-;:-.. F _5.d~t',.~<. ;----~ T_ -IQ;.L~0a.e.c _~~:k_____ -_u_'bUA.c.Q,.~",\_ D. ::JQAn_ - -..-.-..~.".,_._---_..__..._._~~~..~_..". ...."._~_.- ~_...__._~--~.,--~--_.__...__..._---_. ..-. ......._-~._....,.,-- ___.. _mh.'_.__.__~ __ ~____ ..._._.____~_._~__"..._"_._.. .., OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF I)ENNSYLVANIA I 'S COU'iTY OF H.m1!ll:RLANO______________ J :,; TilL' !,etitionerl'} ahov\'-named",ear(\) or affirm!s) Ihal the statcmenls in Ihe foregoing pelltloo are trul' dlld ',;Ol"rl'L'! 10 tliL' 11l'~[ 01 [he ~IlO\vkdgt: <llld hdiL'l' of petitiont:r(s) and that as personal represen" 1111""(.1 III' tilL' ahm\' del'edellt p\'titioner(s) wili weli and truly ndminf.\lcr the eSlale accordlog to law, U eJi{i e SW"',u ld orllf!'irlllCd a,l1d SUhS.,l'l'ib~d ,{, ---4.L, \.,_(~L.~' (.... 'l_.'t...(__L' L...... befor\' 11\'-' Ihi'_ __'__':;j_3JlJ!L_H ____ da} of _H_._______.____ ~~--"-------'---- tel;9ZJ1.-rr'.- t1fl/Z;-- - ---~. Il~, "fl{, '-~';JII 1/) (-- -,,- .'_ --{.(,,<< .., .L -,,-- - - ,"_'-0' .,,"'.~. ( /f- 15- I'Yl _ \ L-) MARY C LF.W S R{,~I.\/('I' --------tr------- ~ Qq' ~ l;' ~ B: No ? 1 - 97 - 401 , Eslate of GUY M SCHRE I RER , Deceased DECREE m' PROBATE AND GRANT OF LETTERS MAY 2. 97 . AND NOW _______________ 19__, In consideration of the petlllon on the reverse side hereof, satisfactory proof having been prcscotod before me, IT IS DECREED that the Instrument(s) dated__9CTOBEIi. 5, 1981 described therein be admitted to probate and filed of reqord as the last will of GUY M SCHREIBER TESTAMENTARY GRACE E SCHREIBER aDd Letters are hereby granted to _ FEES Probate. Lellers, Etc. . , , . . . , ,. $ Short Certlfleates( ) 1 p, , . . , . .: $ Renunciation ,...".....,.." $ X-Pages $ 3 00 JCP 5.00 MAY 2T>OT~~7-. L"t1B~ Filed .""...'"......,.'., ,'..",.,. j..". 80.00 30.00 , -iJt;j' Rosl.ter of Will. . a (j MARY C ~IS .JQ.o):;l /vv.&w.~ ~)15Y3 ,. ATTORNEY (Sup. CI. I.D. No.) (/q) Vil-7314 SCOTT ~MllIllBR, ESQUIRE 3 Kaeey Court. Suite 201 Meehanlesbura, PA 17055 PHONE ..- "" rq (-I ~." 0 ,... ~i n: ..... D. " ~ c~ , :i) Ii Ci 0;';' -'{) (Un. 1"- ...~.~ a: F" Called Execut.rix on S"2-97. Tlli~ i.. 10 n'nij'~, lhill Ill(' iJllollll;lIillO IWH' 1';i\'t'll i.. I'JIII'[II\ I'lflll'd (10111 dll11li)'.lll.d ,t'llilil,]ll' III tlt",1I11 dllh Idl.t! \',!lll II\(' .1, I,\l\,~d \{cgi..tr'lI, I'lIr origitlid il'liilit.l\\" \\dlll(' IUI\\.lIlkd 1'1 till' \1.1(1' \'ILI! 11\,. '11<1., lilli' I' I,ll Ih'tlll.lI11'111 lilll1)', WARNING: It Is Illegal to duplloato this oopY by phOlo"tnl or photograph. 4176394 Ilfl;I/ifl,;;",,;;,I." ~1;lM\J 01 fI~ t:..w:.. .'.~. '~.l~\ .~.~ 'i!ll. ,'. . /~~ 'l'.j", . . '..t...~,~ ~oIIfNl ~1 ~~I!~!' "~.u"''>1~I<I<I... ~<,BJ4 "tu.J;.~ I HI ~d IU/:I~tt,1I U (j' I:l't' till ,lhh n'nilk,lh', ,~.tOlI No, (Z~-d~/Jl'-7 f/ !Jill., 1I'~14Jf\....lJIl OOMMONWIALTH OP PINNIYLVANIA' OIPA~TMONT OP HIAUH' VnAL fllOOMDI CERT1FIOATE OF DEATH "'....IItH . "MAKlH' IlAClCIMM lltol 10<11.\ .1> . Male ~Al' 1r4>tl...,.[J IWIUIIIl,M;fIl IOCl.4L ClIflIn'NlIWfIIfI . 196 14 ONfO' ,Q'H"''''', ('->'_1 April 24. 1997 ~ i '''':r:'~ ,T lC"~ -::1:' liiNiIi- 1.....".'P.1....1 .........I"lltiq"C.....\l/ll 6-25-1921 Steel ton. Po , ,TWPi5nii""Ail1r,;'C"I/l'r' AM "''''',-.,go......er<I,.",t.1 ,,--'perry Duncannon Boro _1...103 Cumberland Street ....... ""'..-.. ____~'llly~ . ___""l'!IJL......~'lWnL 'l&l. ,--.--...J:~"':::i~~---' ~.... .::=, loI.;t~~...~.::~:rr I~ ~ ) ta..l!~.~k Driver Ltguid Car~on1c .....OCI IWn 3 fJU) 1'(01 II Widowed OI!Ct:(l(Nf'lMAAINQAOOflliflQ~", C_,fb<o" a- 1"C"'JooI ~~~tf"1 III tll'l._._.,~!!~!i'_~.~anr~,..__ Ood - 1,.,00 ...................~~..._.Silwe~ .Spdng -Twp---~_____._. "'p 279 TeKlIco Road ~::':;~( =~~ 'I Mecha.ntcsbul'g, l>a 17055 ",''.::'_H~~~. Cumberland ........,...,1 (I"Ll~-=:'::uI_..... mii"'Fi:iN"i.Mi';;'.;u;~..,'.;j-""'~----- 1oI01IlfA'IItw.lflfi"lold.lt M.io1oo,c.._J David C. Schrojoer Nor. Kain Mi't;:;'~~;;;-S~hr~.jb;;'-------'-~'._--- -.--- ~~T'c"':'mbem~rS rr~t; D~~arlnon, Pll 17020 ~IOOOff~~)1ilIQiL-- ------ ----".-- --~-]OA1i"15fDillPoSllii'iil ifij;;;,;"of~,C.....tlOty - l .....~c... ~-_.. Il......,ri" ~,...."....l J 1100<1....011,""'1;1.'.( J (~.>lII)..I_, orOllltlI'loq ",..,11 "'.r,,'" - - II ^edJ,,2B. 1997 Lon odorf Cemeter New Kjnftstownf Po ~'-' , ~."- '~_I:J::J'llmL_ -;;~'1II;'<Iilll'I:lI'!!O e. ~L11Jl5fL....._ 1#l~~I"":'I~~,,"..^t .....~I;~~"".lhIl<C,.'..IIIIN\rIIt<iolIAA<l.........N tIC'" Hl.IIolMA ~o.r_1 ""''Yuo_oIGM1h ~n;Df~r;~--;:J:rz~.O~ADI~;~7~~1 wr.8CASEflmRRloro:nii~iK fI?-:i~~- "Pl\"T1-f'IlI"i>.....;;;,-;,;u;..,Ol~-,;;;j"""'iif;;;..,-~;;o;-~-[ii;;Qj~IIIII".,.~-j,ii,.."7i,~-o;r;".....<W~~;;;;;...., .w.lJ....... ""',.,. 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I I" I ";I! 1:1 II: I' 11"11 I:I'I!I 11'111":':\ Illll 11111, III "I , 1:llll"i 1111:11: 'I I'!, :!: I \1,'" I: :1 :1 i III" I I 1:1'1" 1 - "I I "'I " I, " !i " " , ^ Ii v , " V , -' , 'j fl Ii M ;J M " C] , " " '.'1 1/ f I " , , 'I I , " t,\ n 1/ , Ii 1- " , " " " " " " " " " , ':1 v I I I , , v , " V ,\ , , o f)l rll I., , " I , II I Ii I II I I , , " I, :: I:,: " lillll: I illill,': llr:11 ii I' I I' I,' I ,{ , !I Ii II 'I L "I, -- " 'ilil' I , ,i " , " 'i , I ,I' 1:1 I': ' I! i , , 11,1 21 . 97 - 401 '81<<lISTE~ 0>' WILLS OF Cv~"'e" kc,~1 ~O.,:r< ~::TH_OF SU~~8ING WITNES/ -~~----_._--_._-- .~--, ~cil (cach) a subscribing wltoess to the wll1~eseoted herewith, ach) \leing duly qualified according to law. depose(s) and say(s) that ___~_~ present and saW \ 1 II i\ -'I I \ I I \ I I I \ I \ -. -- _'_ signed as a witness at the esencc of oach other) (10 the preseoce of the the testal _. sigo the same aDd that .- request of testat_-- in h__ prcseo other subscrlbin~ wltness(es)). Sworn to or affirmed and sub me this. -- Register (Name) ----.. (Address) '~ REGISTER OF WII.LS OF _CUMBERL~__ COUNTY OATH OF NON.SUBSCRIBING WITNESS M Sc~\'te\ 1061'2.. GrG4c!E E SC~R€lh(?{2- _Rll~ (...., . "b~'b" "''''', I.,hl b"" dol, "''''',d ,,,""" " 'ow, "POll!' :~,j;~:k ~.--W.lZ:' A Ie 1[... familiar with the si~nature of _ ~ . . ~IZ- codicil testat.Q&... of (one of the subscribing witnesses to) the ~Ir:;) preseoted herewith and L \". - codicil that ~_ believes the signature on the @I) is in the handwriting of be) Jr_01_M1B"f-1 t1 r:f>.--=: . ---- to the best of n ~kn()wledge aDd belief. ./- () ,() ",,,,,,, .ffI'.'" ."d ",..,,"" "",," t:.;;,jO!U""''frA-.. e thO 301 H d I IN ,) m IS -AP L _.----..---- aY7 () ~7' Ildo~';k st _____ ~/l/ y...,: _;::_'0/__ - ur:tZO -. '_ (;yJdrrS) II MARY C LEWIS Register { ~~~JH ,. X')....' . (Name) -- ~.LC;'L~~':::'-",",\':''-"Lk-!,1:J. \S+ (Addms) .--- -- Sf, Gt I ~CH\C(.'''_(\ClV\ PC\.. ~ICATION or NQTJg UNOlft !lULl '.:1L!..I. . H.... of Decedent. one of Oenh. Wl1l Ho.21-97-0~01 To the Aeql.Ler. I certLtt ~hlt notice at benefLcLal lntere.t requLre1 ty Aule 5.6(.) of the Orp~ln.' Cnurt Rule. w.. .eeved on or m'lL.~ t~ the [ollowinq beneUcilrJ.e. uf the .bove-c.ptioned ..t.te on auaust 1, V)<)7 t!!m! Ray M. Schreiber Addre.. 147 Victoria Street, San Francisco, CA 94132 Larry E. Schreiber Grace E. Schreiber 804 Don Gaspar, Sante Fe, NM 87501 103 Cumberland Street, Duncannon, PA 17020 Hntice hi' now been qiven to III pee.one entitled thereto under Aule 5.6('1 ~ O.te. 8/5/97 Jh~~~~ ,s \' . , , ! , ., t A ((.. - " .?.J ,_ '-t "- ~ Hue Grace E. Schrei bet' -- rv-, ~\~; -, c." . ~() I en !{:J ii/iT f~-'" -;J) L:, Ii: ,- p, ,<..1 :; O.c,j Addrllli_101 ClImh"r] and StrNltc Duncannon, PA 17020 T'lephone~ll 834-9553 C.p.city. XX 'el'lonl1 lIepr..ent'tL'I' Coun.el for per.on.L r,pre.entatLve ~1I-" ~(0\f' . RFVI',<)) 1'[1911 ~~~~ COMMON:E,JIlVAfIIA OIJWllMfNl m mVrN11I tllf'l?flOl)Ol HAIlRI' HO f'A lll} 0001 O[{;HlEHi'!lNMU: (I'!'!;!, flHStANOMlllOlllNIIIAll us~ 'I blMkb/t..d h) lllllMill!l'/rOld'i Sf.. t-\RE: \ BE tZ !z w o w o w o .__ __ ""\<"- REGISTER OF WII.LS ______ ~ ~ 1,OrlginnlRelufl1 [J 2. SupplomenlalRolum 0 J.RemajnderR6tum(dal6ordll~lIlpnortoI2-jll\2l M ~ 11 [I Hlmiled E"alo [J 4. Fulure Inle,"'1 Compromls. (0"01""'." ".11 011 [I 5 Fll<Ior.1 Estale Tax Relum R.qulred n f ~ [J 6, Decedenl Died Tostate (AI!~;~copyoIWIIII [J 7, Decedent Maintalnod a Living Trust (Alt~htopyo' 1(~51l 6. Tornl Number of SMa Deoo3it Boxos ~ [.1 g, Litigation Proceeds Received 010. Sl>ousAI Poverty Credit (dateorrltalhool'ifell~ 12,31 9\ and 1-1-9&1 [] 11. Eleclion to tax tlflder Sec. 9113(A) (A~a::hS<;hO) I THIS SECTiON MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~IMU: l"l. COMPLETE ',!NII;~G ADOAf:SS ~____U_"._. ':><'.0" M 1J~",,,e.Q ~,sq,-"C"~_ S..l~. 'h t. ""'ii",, ,,,,,,,,,.,, '-' I --,- C,oll Iv\.-.-1.l\'\'(\lW""1 ~. '3 I" (A.c.~ c.QW+,,- ... '^' h. ~o, tv\'!.-t.."'("'V'I\l,~l.ou. A. \los'5 z o F- ~g ""II. !I o o t- REVM1500 INHERITANCE TAX RETURN RESIDENT DECEDENT F~E NUM8E~ '~u '\ 1 C) 0 l..\ 0 I """ l;OUIiI~C(){){ GUlf /vi SOWISI:CUHllYNlIMflffl --'-OATrOl orABI OATEOf61RHt \~1o-\~"3\'U1 Iii-APPlICAfl! r) !ilJRlilVlWl SflOUSFS NAMF (tAS1, HAS1, ANOMIOOLE INIT!AI.) DLJ../d.~I\'\<'\1 0I.9/2S:/\o,,'d.\ SOCIAl SECUllll~ NUMflFfl HilS RETURN MUST BE FilED IN OIIPUCATE WmfTHe'- ffi Q Z ~ i o " 1. Real Estille (Schedule A) (I) 2. Slocks .ne' Bonds (Scheaule B) 12) l Closely Held Corporalion,Partnership or So~-Proprtetorshlp Il) 4. Mortg.ges & Noles Recel,"b~ (Schedule DI 14) 5 Cash, Bank Deposits & Ml,cellaneous Personal P,Oporty (5) Z (Schedule EI 0 6 Jolnliy CHlned Property ISchll<lu~ FI (6) ~ 7. Inler.vlvos Transfelll & Miscellaneous Non-Ploba" Property (7) :> ISchedule G or l.) !:: 8. Total Ora.. A..eto (Iotal Lines 1-7) ~ 0 9. Funer.' Expenses & Admlnlslralive Costs (Schedule H) (91 W It: 10. Deb~ of Decedenl, Mortgage L1.bllltles, & l.lens (Schedule I) (10) 11. Tol.1 Deducllo", II0tal L1n., g & 10) \1,000 00 a~ , '6 5 ~" 16 '7 4S,lOS'Lt'~1 (B) Cf,lS~.Ut7 , \ ;)..?". 'i \ (11) '\ , B ~ '7 . 5 B 35,9(.,'7 ~9 12 N.I V.lue 01 E.lete (Line Bmlnus line II) 13. Charitable ond Governmantal BequeslslSec 9113 Trusts for which an elootien 10 tax hes dol been m.d. (Schedul. J) 14. N.I V.lu. Subject to T.x (Line 12 minus line 13) 15 Amount of 11118 14 taxable altha spousal lax rate 1 I Sea Instructions on reverse side for applicable percentage 16. Amounl 01 line 14 taxable ') S' C:f (-7 f'\ q 816% rate V 1 '\C t,;... \ 1], Amount of line 14 taxable 11115%rale (12) (13) -- (14) 3 5 , 9 V.:.2.l_ x ,0 (15) ~, 520lf x .06 116) x .15 (17) 16 Tax Due lB. :;., 5 '(, , (, L.\ (18) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Undor penalties 01 porju!y. I declare thai I have tlxaminoo Ihi!i rOhHIl, including IlCcomplUtying sChedllles and sll1!llmenls, Bod to lite bftst Or my knowledge and beliol, it 151n16, COIIl'Ct and complete oOClllfftlion nl pmparllr olher l!J!r.! !he 001500al hll1fosentllhvo is ba,~e<1 QnJ!tUnfQ!!!ldWL~PfODarOr has arw knowiodoc . _.~u____________.___.. SIGNA~EOFPERso.,NR. E~PO.NP..'Bl.EFORFll.IN.GRETlIRN, .' AODRESS _. r'\... e ...::."-- /-(( 7. _<~_d:._~:~':.:,=-----_j ('> -,-,_~:~~'y.':_::I_~_!:__~~~,,- ,,, II ~, SIGNA URE OF PREPARER OTHEJH IAN REPRESENTATIVE PDDRESS ~eC!JLJC "J, ~~)__3 k(~rJ1{~vv.ri_k~llk4("IL!'L(L~~~ DA'TE " /1/,\ 1./ '6 ~~.__._..~-- DATE I.n .ciQ. ~--~.,... ~ecedent's Complete Address: i'~IU r 1 ^no~:.~ e)('r-\ (~o1{()o.cC-- .--- ----.- - - ----------. ----------- ------ ec (l~'''el\ov.\~ Tax Payments and Credits: 1. TSKOuelPllgel LIoel8) 2 Credlls/Paymenls A. Spousal Poverly Cradll O. Prior Paymeols r, Dlscounl ~ III' 17055 (1) -~ ~/%t~ Total Credlls (A + 8 + C) 12) . 3. tnleresVPenally If applicable O.tnleresl E. Penally TolallnteresVPenally (0 + E) (31 4. If line 21s grealer than line 1 + line 3, enter the difference. This Is Ihe OVERPAYMENT, ChICk box on Plgll L1nl 19 to requtltl rafund (4) 5. If line 1 + line 31s grealer Ihan line 2, enter Ihe dlfferen~e This Is Ihe TAX DUE, (5) A. Enler Ihe Inleresl on Ihe lax duo. (5A) 6. Enter Ihe lolal of L1nA 5 + 5A This Is Ihe BALANCE DUE. (58) Meke Check preble to: REGISTER OF WIL~I AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Old decedent make e translor end: Yes e, retain the use or Income of the property trRnsferred; ..,.. ....................-.................., ..,.. 0 ~. ;::::~ ~h~e~~~I~on~~s:~~esr~s~~~. ~~~I.I. ,u,s.~, ,lh,~.proP,e~yt.~ans,fer~~~~r .It~ ,I~c~.~e;:::::::::::::::: B d, receive the promise for life of either peymm\ts, benefits or care? ......................................... 0 2, If death occurred on or before December 12, 1962, did decadent within two yams preceding death tranBfer property without rscelvlng edequata consideration? If death occurred after December 12, 1962, did decedent transfer proPQrty within one year of deeth without receiving edequate conelderatlon? ."..,.. .......,......,....', ,....""",...... ...... .-,..,.,..""..".......,..,..,........, 0 3. Old decodent own an "In trust for" or payable upon death bank account or securlly at his or her death? ....... ..........".. ..,..............., ................-..,................ ,0 4. Old decedent own an Irdlvldual retlremenl account, annuity, or othar non-probate property?.... 0 :J,\~~_ . 9.,105. ;)./p 5~ .IB r . ;)~ ,116 v- f ct' J' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEOULE G AND FILE tT AS PART OF THE RETURN - -n -- . ... oj .- '1. .. L:I 72 PS, ~9116 (e) (1.1) (I) provided for the reduction of Ihe lax rate Imposed on Ihe net value of tranefars to or for the use of the surviVing spouse from 6% to 3% for dates of dealh on or after July 1, 1994 And bAfore Jamtary 1, 1995. 72 P,S. ~9116 (A) (1,1) (II) provided for Ihe reduction of IhA rate Imposed on the net value of transfers 10 or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1. 1995. The stalute does_not aKe!!!p1 e trsnsfer to a surviving spouse from tex, and the statutory requiremenls for dlsclosura of assets and filing a laK return are stili applicable even If the surviving spouse Is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please anawer the following qUAstlon by placing en 'K" In the appropriate space. Old the decedent cre.te . trust o!.!I9'ltur err.ngemsn! which II lolely for the surviving spouse's benefit for his or her entire IIf"tlme? Yes 0 No ~ If you answered YAS to the above question. the taK on the trust or similar arrangement Is poslponed until the death of the second spouse, at which time II will be fully taKAble dt the rale(s) applicable to the remainder beneficlary(les), Enter the value of the truBt on Schedute J, Part II, In order to remove II from the calculstlon of the tax due In this estate. You may WIRh to file Schedule 0 In order to make Ihe Alectlon available under Section 9113, If the slectlon Is made, the Iruet or similar arrangement Is taKed In the estate of thA first decedent spouse, the portion of the trust or similar arrengement which benefits the surviving spouse Is taxed at the zero tax rate, and the remainder is laKed at the rate(s) applicable to Ihe ramainder beneficlary(les), If you choose to make the election, you muat attach Schedule 0 to a timely-filed taK return, along with Schedule(s) K andlor M In order to ahow the apportlonmBnt of the trust or similar arrangemAnl bAlween the surviving spouse and Ihe remainder banAficlary(les). ,- /'-1'"1 " !)-- /,/ I":> BUREAU OF INDIVIDU"L TAMES INtERnANeE UM DIYllilDH lIfPT. Z60601 "ARRISBURa, PA 1712'-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAK APPRAlSEMENT. Al.LOWANCE OR DISALLOWANCE OF DEDUCTION~ AND ASSESSMENT OF TAK DATI! ESTATE OF DATE OF DEATH FILE NUMBER COUNTY AON SCOTT M DINNER ESQ STE 201 3 KACEV CT HECHANICS8URG PA 17055 04-13-98 SCHRE IBER 04-2~-97 21 97-0401 CUMBERLAND 101 E-- -.. A.ount Ro.lttod ----~- ',...--~ * 'IV_Ih, II'" llt..'1 GUV M -J MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER O~ WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV: i54-i -iin pp-" ro'F9'i") "NoYfci""oF - i:"N'HEif i fAiic E ""fAx" "APPRA-i ii EiiENT"; - ALL OWAiic! - oR" -"""" --" - -"" - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHREIBER GUY M FILE NO. 21 97-0401 ACN 101 DATE 04-13-98 If an a...Blm8nt wal i.su8d previou.ly, line. 14, 15 and/or 1&, 17 and 18 will rlflect figura. that include the total of ~ return. e..e..ed to dati. ASSESSMENT OF TAXI 15. Aaount of L lna 14 .t Spousal 16. AMount of line 14 t.~.bl. .t 17. Aaount of Line 14 t.~abl. It 10, Principal Tax Due TAX CREDITS I -.--- PAVHENT DATE 07-23-97 01-21-98 TAK RETURN WAS I 1 X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VAI.UE OF RETURN BASED ONI ORIGINAL RETURN 1. Rell Eai.t. (Schedull AJ 2. St4cka and Bond. ($chaduh OJ 5. Closely Hald Stook/Pmrtn.rlhlp Intarest (Schedule C) 4. Kortglg../Not.. Reoalvlbla (Schedul. OJ Ii. C18h/8ank Depo.it./Hllc. Parlonal Pro~.rt~ (Schadul. E) 6, Jointly Ownad Property (Schedu1a f) 7. Tranllfer. {Sch.dul. OJ e. Total A..ah APPROVED DEDUCTIONS AND EXEMPTIONS, 9. Fun.rel EXP$n.../AdM. Co.t./M!.o. Ex~en.al (Sahadula H) 10. nabl./Mortgage li.bl1iti../li.nl (Schadul. I) 11. Tobl Oaduction. 12. Net Velue of Tax R.turn 15. Cheritable/Govern.ent.l 88queltaJ Non~alact.d 911S Tru.t. 14. N.t V.lu. of F..t.t. Subj.ct to lex NOTE I r.t. LinaaI/CI... A rat. Coll.teraI/CI... 8 rata RECEIPT HUMBER AA211.568 AA242676 - DISCOUNT I') INTEREST/PEN PAID 1-) 105,26 ,00 (9) (10) I1S) (16) (17) ) CHANGED III (2) (3) (4) IS) (6)- (7) 17.000.00, .00 .00 .00 28.854.87 .00 ,00 II) 9,758.67 128.91 Ill) (12) (13) (14) ISoh.dub J) .00 35.967.29 .00 K .00. M .06. K .15. I1S) AHOUHT PAID 2,000.00 52.78 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. HOTEl To In.ure propar credIt to your account, .ubolt t~ uppor portion of thh for. wi th your bx pllyatant. 45,854,87. 9.887 ~8 35.967.29 .00 35.967,29 .00 2,150,04 .00 2,158,04 2,158.04 ,00 .UO .ao IF TOTAL DUE IS LESS THAN $1, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAV BE DUE A REFUND. SEE REVERSE SIDE Of TIllS FORM FOR INSTRUCTIONS.) '-i '-"" ,") '-)() REIEnYATJOHl Est.t.s of deoadent. dylnt on or be'or. ~aeber 12, 1.ll .. i, any future Int.rl.t In the I. tat. 1. 'ran,'erred In pon.ulan or 6nJOVlltlnt to el,.. . (llo11.t,r.1) benefJcJ.rl.. 0' the MctcMnt .It.r thl IKPlraUon of MY ..t.t. for Ilf. or for ve.r., the Co~.lth herebv ~Kpr...l~ r..ery,. the right to IPPr~i.. and .....j tr~"~r InheritInG' T.... .t the llW,ul Cl... I (coU.ter.ll rate on any tuch future .lnt.tllt. P\JOPQIE Ill' NOTICE I To fulfill tht> requlr...nt. 0' 5Mtlon Z11110 of the; Inhtlrltano. and Elbtl TIK Aot, Act 21 0' 19". (72 P.', lution 9140l. PAYHEHYI Detach the top portion of thh Hotlo. end tubllit with your paVI,nt to th, Righter 0' Willi prlnt.d on thu r,y'rtl tide. ~-"~I ehttlk or ltnfMly order paYlb!l tOI RF.OIBTER OF MILLS, AOENT REFUND (CRh A r.'und 0' . hK Qrldlt, which w.. not r.quethd Of! the fa)! ktturr., '1)' be raquutu by oOllPllUntan "Appl.IClltlon for RI'und 01 Pann,Ylvenll Inh.r.lteMI end Elttltl fe." (REV-UlS). Appl.leltlona IIrl IVlllabl. .t1h1 OffICI of the Rlll.t.r 01 Willi, any of the ZJ R.venut 011trlot Off Ie.., or bv ollllnl the 'Plolel Z".hour ..'I...rl", ..rvic. m.....r. 'or for III ordtrlntl In P,nn.ylyanll 1-800-56Z-Z0S0, out.h" Pem.ylv....l. met lilJthln loc.. ".rrltburllt.. (717) 181.fIO?4, TDDI (111) nz-usz (tie.dnt I._Ired OnlY), OBJECTIONS, Any Pllrt, .In lntill!"ut not ..~hfl.d with tht IlfIpral...entl al10wanell or dll.llOtf."Cla of dlduotlon., or ."'"Mnt af ta)l (Including dluount or Int"..\) .. lhown on thh Hotlcl .u.t Object within .i.ty (60) daVI of r.o.lpt of thlt Hottel. bYI ~~"rltten prott.t to the PA nlp.rt."nt of R.llanut, Board of App.als, DeFt\. laIOZ1, HarrltbIJrll, JlA 1712'~1021, OR -..Iaetlon to haye the ..tt.r d.t,r.lned at audit of the account of th~ par.on.1 r~r~'lnt.tlv., OR ~~appall to the Orphan.' Court. ADttIH UTRATIYE CORRECTIONS 1 Factual ,rrort dheollarud 011 \hh auu...nt .hould b. eddrullld In wrltlnl tOI PA O,part..nt of R.venu., Iklr..u of Indhddual TalClI, ATTNI Pott A,..ullant R.vlaw Unit, nlpt. Z806nl, IllIrrhbUrn, PA 17128.0601 ~ (717) 181~6S05. 5.. page 5 of the bookl.t "In.trvntI0l1' for Inh.rltanc. TalC R,turn for a R.a.ld.nt DtHled<<lt.. (REV-ISO!) for an alCpl."atlon of adIllnhtra\lva1v corractebl. Itrort. DISCOUNT I If anv t~ dua I. paid wl1hln three (Jl calandar lonth. .ftar the d.e.dtot'. d..th, . f.lv. p.rc."t (SX) d.l.~ount of the hlC p.ld 11 .1I0....d. PENAlTVI The 15i( talC ..nt,t.v non-Pllrtlclpatlon p.naltY It co..,uted on the total of the ta. find Intlrllt ....n.d, tnd not p.ld bafor. Janulry 18, 1'96, tha flr.t dly Ift.r the and of th. tllC a.ol.ty p.rlod. Thl. non-partlolpatlon pltlaltv l. appilllllabh In the .... lIannar and In the thll "... tl.. period III you would .pp.el the taK w\d Intera.t tn.t ht. bean .....yed a. Indlclt.d on thl. notlo.. INTEREST I Int,rut It cherpd blllMlng with ,Irllt day of delln<tU*'!oy, or nln. 19J IIOnth. and M' (1) dllY froe thtl date 01 o.atn, to t"- dlt. of pay..nt. r.M" which bee... dlll~n' b.fore Janu.ry 1, 1981 b.ar In'lr..t .t thl r.tl of .he (,.~) pere.n\ PilI" IIlfll* calcuhted tit I d.lly rete of ,000164. All hMU which ble... dlillnql,Mnt on and 1ft" Janulrv I, 1981 will hl.r Int.r..t et n lIt. whl~h will v.ry fro. clllnd.r y.ar to eellnder y..r with that r.tl ~ouncld by tn. PA a.p.rtltnt of RWII'nue, Th4 appllcabll Int.r..t ret.. for 1912 through 199' .r" x.ur Int.r..t R.t_ O.lIy Intor..t Faotor :!!!! Int.rllt R.te Dllll~ lnt.r..t F.etor 1912 ZOi( .00O!t4' 1981 .~ .OOOZttl un 16i( ,0004J8 1981-1991 It:< .000301 198111 ll~ .000SOI 199Z .~ .0001H 1915 lJiC .OOOJS6 1995-199o\ ,X .00019Z 198' 10:< .000214 1995.1998 .~ .00Ol41 - -lnt"lIt I. c.lcullted .. follow'l INTEREST a BALANCE OF TAK UNPAID K NUNBER OF nAYS DELINqUENT x DAILY INTEREST FACTOR ~~Any Notlce I.tu.d .ftlr ~ha tl. b.eoa.. delinquent will rllfl.et an Int.r... e.lcul.tlon to f.ftlGn (II) dlV' beyond the d.t. ef tha ........nt, If p.v..nt ., .tdt aft.r thl lntlr..t co.,utatlon d.te .hown on the MoUe., addJUon.l Inter..t MI.t ba o.hullt.d.