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HomeMy WebLinkAbout97-00419 PETITION FOR PRORATE and GRANT OF LETTERS 21-97 iI/( 1 No. ...,____......_._..____..._'___ To: Estate of .lilll!A!Jl.JL.. FAII.OH.._______,_. also known as ,-.-,--~--.. .___..._._.__._.__ Register of Wills for the , Deceased. County of . CUMBERI,^NIl In the Social Security No. _Zilll:::2.4.:-ll226..----- Commonwealth of Pennsylvania The petition of the unc\ersinned respectfully represents that: Your petltioner(s), who is/~ \8 years of age or older an the e~eeut.clJ< In the last will of the above decedent, dated ....AY&\.lllt...i. and codlc!l(s) dated ---' named ,19..2L_ (Slate relevant cirCIIOlstunCCs, e.g. renunciatlon, death of executor, etc.) p,ecendent was domiciled at death in CUMBERLAND. County, Pennsylvania, with h S last family or principal residence at 445 Cr0911road School Road. Weat Pennsb~ro 'fownshi.E... . - (list street, number and munclpality) Decendent, then __E__"lears of age, died ~arch 25 at... Carlisle Hosp t.al - Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after e~ecution of the will offered for probate; was nOlthe victim of a killing and was never adjudicated incompetent: Decendent at deatb owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled In Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: MountaiIl..land...Jlnpewell TnwnRhip.... An.! Lot 154. Crossroad School RQad Estates. West PennshnIn-TnvnRhlp . 19 !lL-._., $ 15,000.00 $ $-- $ ]~.OOll,OO WHEREFORE, pelllioner(s) respectfully request(s) the probate of the last will and eodleil(s) presented herewith and the grant of letters TestllmentJl.!L (testamentary; administration c,t.a.; admlnlstratlon d,b.n.c.t.a,) theron. - . '1:i u 5 ~3 =~ i!'" M'=:; "", 'Yi'P-. ""- 3-0 C- o " Vi I . Jlr.'(~1 ;1/ lct: Itl{ , DOROTHY M . FA H.OR 'l4c;CroRRToAtl ~,..hnn'l Rnnd ',Mevvnle. PA 1724L_____ J 776-5108 r- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } '8 COUNTY 01' _ CUMBERLAND S \ 5-1'1(\ ,. The petitioner(s) abo\'e-na'l1ed swear(s) or affirm(s) that the statements in the foregoing petItion are true and correct to the best of the knowledge and belief of petitioner(s) and that as persoaal represen- tative(s) of the abovc decedent petitlOner(s) will well a11lrUlY administer the estate according to law, Sworn to or affirmed and SUbSCribed~' Jfm1l;' >Ji tw'!~/ ~ before me this 5TH day of ---..- ~. MA} a (~' -. H9.3h., Ie DOROTHY M. 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I . , I ", It' ! I i'~ , 'I \ i 'I I ,I I - ';, - -, '.) ; ; I' " '-:: i' j: I ! I II i i.'; ! ;: i 1 ~ ':' I ' : I j ! :! I I i; I,':. :11 ;'!' 'ii ,j i I i- ;;'1, i;! !: '<ii! ,II' 1'1 ii, ,: ! 0' ~ : ! I' , , , " " , 'I " " " i'I " " /I iI i, , Y " , " " (, , , " , , " 1 , , \' " , l , , " " I. V " , r " (, V ::1 ,. , 1': ., " " " " M 'I. " j " " " , ,'i , ~~ " [ " ., ! " " " ','i .., -~, , " !f " " ii'"~ , it: : Ii' I , I',',..', ., , I Y I " , 'I " ',' " ',' , 1" I-I!,: I',j,i'; ACKNOWLEOGEMEIH AND AFFl DAVIT ,- -~~ WEs ' ~O,NALO B. FAILOR, BETll P-.. MORRISON and SHARON L. ~CHWALM. the testator and witnesses respectively. whose names are signed to the foregoing instrument, being first duly sworn,' do hereby decl are to the unders igned authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it ,as his free and volunt.ary ar.t. for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the best of their knowledg'e the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. - COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND ss. subscribed, sworn to and acknowledged before me by ,RONAI.D B. FAILOR, testator, and subscribed and sworn to befor,e me by BETH A. MORRISON and SHARON L. SCHWALM, witnesses, this S~ day of August, 1992. ) cA- - --ROOt "11W1~,HOT",,~r-- 1lL!~' C\,IIMl\\.NIlO CCWTY ItICOMMIS$IOl'l ID(pil\ES OCT 3, \eQ1 I Mf""ht. ~,..,.." ! . 'I'.'IF\~ REV 1500 El(; (1-97) REV-1500 COMMONWEAlTH 0' PENNHYlVAN" INHERITANCE TAX RETURN FILE NUMBER ".l,97,()/,19 OEPARb~W2~~~1/tNUE RESIDENT DECEDENT _._~_-!:...-- HARRISBURG,f'''' 11128-0601 ~.___,=:t~I:"_-'Z:""._=:::._":;-.=.=","=':..,,,---:-=_~~~~~\""((:()rJ[ ~~~R DE .ED T'9 N.\ . LA9T, 'IRgl, AND MIDOlF.INrflAl)u~e ~ hl~n~ 91UCfl tUllllpMllhl WOldll Fall or Ronald B, SOCIAL flECUR1TY tlUMBER -'---_..-~-oATifor'{iE'^7iI----".M'- _M_.._.-------.~_ DATE' OF BIA rH 200. ~/,. 0226 01/2'>LJ 997 9 , Nffitl~~II~~lt~?)SPOUSE'S NAME (LAgr--'.'- BOcl^l !1E(;UAIH NUMElEfl Failor Doroth M. 186,28,/,625 REGISTER OF WILLS X 1 . . ' m (dlteofd6alh . Original ReMn .." Supplet'rtilr.lal Relurn . RltrlWlrder Rulum prlOf 10 12. 11-8~_1 4. Llmlleu EII.te 41. FululO Intereal ()omproml!ltl (dallt 01 dflath ilfler 12.12 ,Sll) &. Fedelal ERlale Tall Afllwn Roqulred X &. Decodent Died Testale 7. Decedent Malntillnedll Lll'lng Trulll 0 8. Total Nllmber of Sdle Deposit 8mB!! (AlIlch copy (II Will) (Allach copy 01 Trutl) D g. L1Ug.UonProceeds Received D 10. SPOU9i11 PovortyC,edll D 11. Election 10 lax undar Sec 9113(1\) (dale pf dealh between Ill-] 1. 911lnd 1-1 -95) (A\lach Sch 0) TIllS SECTION MUST BE COMPLETED, ALL CORRESPONDBNCE" CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, NAME COMPLETE MARINO ADDRESS ..... . = CAPr ~~~o CRAC KOTK ES C P o 0 R N U ~ S N T C o M ~ V ~ I o N D E C E D E ~ Rooer B. Irwin Es . FlAM, NAMti (II AppllcabtEll IRWIN McKNIGHT & HUGHES TELEPHONE N\IMBER t ol'fllCIAL USE ONI.Y /6 - 11 {I ~ J. NUMBER IRWIN McKNIGHT & HUGHES 60 Wost Pomfret Stroot Carlisle, PA 17013 (1) (2) (3) .2~000,OQ Nono None OFFICIAL ust ONl Y (8) 43 ,1,89. 97 (11), 17,749.61 (12) _~ 740,36 (13) (14) 25 , 7/,0.36 (18) 0.00 (16) 0.00 (17) 0.00 = (18) 0.00 C~ECI(HIIRE I' YOU A.RE R!QUESTINcl A RBF\.INll OF ~OVERPA"'Ml!N1' I > > BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MAT~ < < Under penalties 01 perJury, I decllre thai I have ol(amlned this rlllurn,lncludlngllccomplllylng schedulos and statements, dnd 10 the b.tsl of my knowledge 1100 b&llef, Itl!J true, couecl and complete, Df;lclaratlon of preparer other lhdn 1t1e po/sanal teprosentallve 15 bllsed on allin/ormation of which preparer has any knowledge, , , SIG TURE OF PERSON RESPONSIBLE FOR FILING RETURN Dorothy M. FlIllor flffS Crossroad - - . . - - Nowv I lie, .i~ L 7?/il IRWIN McKNIGHT & HUGHES 60 WOHt Pomfrot Stroot Cllrllslo, PA 1701J ---------------..--- ForrnREV-1500 EX (Rev '-97i R E C A p I T U L A T o N 1, Real Estate (Schedule AI 2, Stocks and Bonds (Schedule SI 3. Closely Held Corporation, Par1nership at Sole. Proprietorship 4. MOllgages & Notes Roceivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule EI 6. Jointly Owned PlOpe'ty (Schedule F) (8) 7. Intel' Vivos Transfers & Miscellaneous Non.Probete Property (7) (Schedule G or LI 8. Total Groll Aa..ts (total tinos 1.71 9, Funeral Expenses & Adminisllativ. Costs (Schedule H) (9) 10. Debts of Decedent, Mo,tgage Liabilities, & Liens (Schedul.1I (10) 11, Tolsl Deductions (total Lines 9 & 101 12. Net Vllue o' Estste (Line 8 minus Line 111 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been made (Schedule JI 14. Net Vllue Sub eel to Tox (Line 12 minus Line 131 15. Amount 01 line 14 Irumble at thE' sp,msal tax rate See instruchons P2 for applicable % 16. Amount of l14 taxable At 6% rale 17. Amount of L 141Clxable at 15% rale 18, TIX Due 19. (4) (6) None 14 ,1,89.97 None None 4,612,00 13,137.61 25,7/,0,36 x .0 0 x X .06 .15 DATE II/)/ff DATE ~/>!if Decedent's Complete Address: ,u'sfREffA1fDREs~f--~-."'-----"'c' ._______U4~~~.~.m.__~.. ..-~--. __!!!~?_.S.~L<.?H ~!.~.~_~~" ScJ)~B.~_..~'_~n ".~-~-~-_.~-~-~.---,-_.---,-,-",-_. ClTy..----- N.!.'!I~e__,___ ~J STATE PA ~ 172111 Tax Payments and Credits: t, Tax Du. (P.ge , L1n.,8) I, Credll./Peymenl. A, Spou..1 Pov.rty C,edil B, Prio, P.yment' C, DIscount (1) 0,00 Tot.1 'c,edll. ( A + B + C) (2) 0,00 3. Inl.r.stIPen.lty If .pplic.ble D.lntorest E, Pen.lty TOlollnto,e.tlPol1.lly ( D t E) (3) 4, If line 215 g,e.,or th.n line 1 + line 3. el1lollhe dlffo,onc. This i. Ih. OVERPAYMENT, Chock bOK on Page 1 Line lS to reque.t a retund (4) 5. If Iin. 1 + line 31, g,..lo, Ihon IIn. 2. enl.' the dllferenc. This I' Ih. TAX DUE, (5) A, Enl" Ihe Inte,e.' on Ihe teX due (GA) B. Enler Ihelol.1 01 Line S + SA. This I. the BALANCE DUE. (5B) M.ke che.k p.y.ble tOl REGISTER OF WILLS, AGENT 0.00 0.00 0.00 --0:00 0.00 PLEASE ANSWER THE FOLLOWiNG QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Old decedent make a. transfer and: ., retain the use or Income of the property translorrEld; b, retain the right to designate who shall use the property transferred or its Income: c,ratain a reversionary Irllerest; or . d. receive tl~e promise for life of either payments, benefits or care? 2:. If death occurred on or before December 12, 1982, did dE'lcedent within two yoars preceding death tr(insfer property without receiving adequate consideration? If death occurred after December 12. 1982. did dacedent transfer property within one year of dQ[lth without recalving adequate consideration? 3. Did decedent owrl an "in trust for" or payable upon death bank account or 5ecurity at his or her death? 4. Did the decedent own an individual retirement account. annuity, or other non-probate property? Yee No ~~ OCKJ 8~ IF THE ANSWER TO ANY OF THE ABOVe QUESTIONS is YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S, Section 9116 (a) (1.1) (i) provided for tho reduction ~)f the tax rate imposed on the net value of transfers to or lor the USfl of the surviving spouse from G% to 3% for dates of death on or after July 1, 1994 and before January 1. 1995, 72 P_S. Section 9116 (a) (1.1) (ii) provided for the rechlction 01 the rilte imposed on the net value of transfors to or for the use 01 the sUfviving spouse from 3% to 0% for dales 01 death on or aller January 1, 199:>_ The statute f!.9~~xemPI a t,'ansl{jr to n surviving npouse from tax, and the statutory reqLliremclnts for disclosure of assets and filing a tax ralum are still applicable even ilthe surviving spouse is the only beneficiary, FOR DATES OF DEATH ON OR AFTER JANUARY 1. 1995. Ple.se an.we, Ihelollow,ng que.lion by pl.cing .n',' in the .pp,op,i.le .p.... Old the deeedent .reate a trust or slmll.r arr.ngementwhl.h Is solely tor the surviving spouse'e benefit lor hi. or her .nUrellfeUme? Yes 0 No [[] II you answered yes to the above question. the tax on the trust or similar anangement is postponed until the death of the second spouse. at which time it will be fully taxable althe rate(s) applicable to the remainder beneflciary(\es), Enter the value of the trust on Schedule J, Pan \1, in order to remove it from the calculalion of the tax due in thiS estale. You may wish to file Schedule 0 in order to make the election available undflr Section 9113. If the election is made, the trust or similar arrangement which benefits the surviving spouse is taxed ilt the zero tax rate, and the remainder is taxed at the rala(s) applicable 10 the remainder beneficiary(ies), If you choo~8 to make the election. you must attach Schedule 0 to a timoly~filed tax return. along with Schedule(s) K and/or M in ardor to show the apportionment of the truM or similar arrangement betwoon the surVIving spouse and the remainder beneliciary(ies). Copyrlgtll (el 1996 form softwilre only CPSy'tlems, Ine Form REV-1500 f,X (RflI/. 1.91) IN WITNESS WHEREOF, said Grantor hs~sunto set her hand and I 'seal, the day and year first above written. il II il II WITNESS I ,I'} ,'/ / . ,- / II ! ; ..,.... " \, t , , r (' ~f?'i: hff~~tP ~,. ", RU W. McELWEE ( SF.AIi) " , !I :[ II STATE OF PENNSYLVANIA II Ii :j i COUNTY OF FRANKLIN I I SS I , I d' , On this day of ~^". I , 1994, before me, the undersigned off.icer, personally appeared RUTH W. MCELWEE, known i to me (or satisfactorily proven) to be the person(s) whose i name(s) is subscribed to the within instrument, and acknowledged the foregoing deed to be her act and deed, and desired the same to be recorded as such. ",~\,.~~~~~\lI~~ \ ,.,~ .. f\ "Ij~:",', \'~... ' 'I '}II~;jt~~ltt. afore:~l~~ss my hand and official seal, the day~~~"a.\'j, 'NoarIlIl e..r ,,:i;t~\~~ ~~" 0ebIIA. Kllne, Notary PubIC .,.~-s:, " ,:,' Boro 01 Cll8mbersburg, Franklin co. . pii . Mot Commlsslc~l r'~)lron July 20, 1997 , '-/1J_U(,L (j. l(JuU') Notary Public I hereby certify that Grantee(~) precise residence and post office address is: {-'r'> c."-"'"""'''''~~ )0,4.<, /I~ .v,-,,,,.,,,t /~ 17'''-' Date: !VIv I If (If ]It/N0, t... ,,/ Ii 1("'4<;,,,, . r'f~l ] t:tL.... }~~...l<' ;:;1. ~,;J s;~ ;;]' ii, iii J!,,; 1,..!.. ~l. "Ci ~ia lm Ih. I-.~, , ia B~~ ll;~ (,~, '..r.I ",J::! ";; .- r~~, LI1 . , . . . . . ..... (0 "''''' ...., ,-.\ (:J ~~ r.!'I [!j fl', ;=Pj '::.:j l;:;! I;IG:I 'v:; 'j';. f.rJ!!.l I I .':".i!1i;:t;;l#';; ""....'" ":'.:f.m -i,t::j i1t..n ~,rl "" ... j;i':L~~ ::t: ff/\ ri1 t:;f~ ~.r;l ,~ '" ::::1 ~ l W '1 ~~ .... ,i' ., ;:!. .... 'i.? "' ::-./'.1 , " :lil;:' ql I-t(::- .-1 ~1 "" ~8' "" 'J fi} r.t' '7. \1 ...' " ;':.'! .. 11 Q," :or. ~.m ,- - ro ~,... ""1"1 .::J; ~(j ,.."Q - ~... ..... ~, t-"'~ ,.. '.J ~ ,n ',1::1 r',-~ ,~ ., ~1i~ " ",;., r~! ,.. m V1 m 11.4 318 {.~ fir BOOK I'ACE ~1 '"' ~~':I 1" 41"1' V*, l""~'- ....... l~gF.:; . .. . ~:e; ~~ g I I ,.. !l..t,~" t~ \-... ~_~ ,_, ':_Jo ...... . .. .. . . (.::.~ .r,;'.' c' (~tl r.~r, ,,:l ~':;I <'~~ '1''':'~ 0:"':., . .. 11I\'ll..I'~l'oJ "<'lll' r:'nllor~llll" In 1,\,II~i(hl.lllH tow, Mtor"I'~'1 "o;~, '.'ibis )nbenturt(~:::;:;"'1 , -.' MAIm 1'1IN JI/. 01 &Itr Lo/'d OIW thow/fllltlnirh' hUlIdrM <lav 01 JJ., lllrll'ty-t'wn (1')(Jn ill aw VlII'ar nE71wE/~N IlAHNotl GI(J\VES COHI'ANY I II PUIltl>>y luntll r.tlrpllfllt 1011 wlth 0( f le06 lit. 9/11 I.lltlmot't1 CI'tluk I{Olld, York ~prln~\!l. Plll\IHlyLv.ll1in And KIHUA, rue., il l'unllvylvnnl/l cllrporatton with Offlc\'tl lit 605 Pin Onk Drlvo. 1\0111,1\1.\ HlldngK, CUllIbo rllllld Coutlty I l'tlnnflY 111'1" ill,. hero lnnftor cnllud Grantorfl A N 11 RONA[J) f\, F/\iLOR, DC 44~: CrOBB Rond School Rond, Oarlhlo, Cumuorland County, Ponnsylvania, hl'lfOinl.\fter called Gt'tlntOi! .~_,l/'J"'M.i"'''' _."""'111 1 If'''' IVITNESSNTlt: tllat tll, .aid Grantors {orand ill cons(daratloll 01 tho 8U~ 01 Nlnotuen Th~llal1nd and 1\0/100------.....;...--..---..-- -----,---------.---....------..----',.- ($19,000,00) --------------_----------00110 rs I4wlul nUHlC/I 01 tlw United States 01 AmoriM, 1m-to thom wf'/l mid trll(1I1Jaid by Ulfl Baid Urantotl at and be/ore tho soolintlll1lll dCliv4'ry 0/ thORO presonts, O/lJ ftJCWl11t l/Ih(1rf~ol IS hereby l1oktlOwl(J(iocd, liaQ orante(i, bargairllJd, Botti, allellod, fllleo8od, re- IfJIHlml awl mm/lrm()d, !uut tIll tlloBe lJrellonls docs oranf" baroaill, nell. aUe,. cnfr~on, reltJrtSo and etmfinn ,mtn tlw nrtill Grantee, his heirs and assigns ' ALL that c~rta1n tract of land situate in West Pe:nnsboro Township, Cumberland County, Pennsylvania, bounded nnd described in accordance with n Plan prepared by Stanley Jarmolenko, R.S., dated September 19, 1987 and recorded in the Office of tho Recorder of Deeds for Cumbllrland County in Plan Book S8, Page 85. 'BEGINNING at a point on the southern dedicated right-oC-way line of CraB A Road School Road T...438, nt corn~r of other lunda of Robert Failor; thence nlong lands of Failor, South 56 degreea 00 minutes 51 seconds West 380.74 feet to (\ poinq thence along Lot No. 51 of said Plan, North 57 degrees 10 minutes 00 soctlndi'l West 111.12 feet to a polntl thence along Lot No. 53, North 32 dagreey 50 minutes 00 seconds Eaat 350.00 feet to Q point on the aOllthern dodicnted right-of-way line of Cro!ls Road School Road T-438; thenco dlong d(ldlcatod right-ot-WRY line of T-438, South 57 degrees -10 minuten 00 seconds East 261.00 feet to a polnt I tho Place of BEGINNING. CONTAINING 1.495 acres and dOHignatcd aH l.ot No. 54 on Pian for Gross Road -School Road Estates, 1'.;11 I. lo.~2 '-~; t/~ fIll .......,. "~I\('llIliIll' ....,I"...A AND UEING Illtrt of a cartllin lorgot' trnct of Lund which Nancy R. Watson, by doed dated December 17, 1986 und rccurded in CllInbcrinndCollnty Deud Book ""u,Volurne )2. Pl\ge 589, grantod and conveyed to Klmbu, Inc. and Harmon Graves Company, Grantora herein. UNOF.R AND SUIUECT. NEVERTUELERS to tho fOllo',ling building nnd use rost~ictions which tlhnl1 h~l llllHUlIg UII llw wlLlllI1..dutjClllw,! tl'u.:t of lunu unly and RlloL1 !lot bu dtHllUtld binding on other lan(l of tll" Gruntors" wHh whlch buildlng nnd use rustrictLona tho "'Hhin Grnntee I hls heirs and'llsH1gna, by acceptnnce of thh duod ngroo- to complYl 1. No mobLle homes are permitted on nny lot in thissubdivislon. 2. All residontial strllcturea shall hUVE! a mlnintum of, 1200 equare feet of' finiahed living floor ar~a. 3. No unlictlnsod vehlclos, Junk yards or Junk CRrS are permitted on any lot at 'any t imn. 4. Thoro "hnll bl.! 110 stot'kp111ng of any material eltcept firowood on Any lot at any time f 5. No commercinl farming. r\" - "., 8')1 I \, I.) ,) \ II.. ~ /5 rlcl; COMMDNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .UREAU Of' INDIVIDUAL lA~ES INltERHANCE fAit II1l1HUOH Ofl'l. Z60601 IlARIUSIUJRO, PA 1111&-0601 NOTICE OF INItERlTANCE lAW APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAW 09-06'1999 FAILOR 03-25-1997 21 97'0419 CUM8ERLAND 101 [------ A.....,;;tRO.ltt~J ~=,==....;;::=- -- _w____________ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR REconDS ~ REV=Uj47-iif-AFP-fii'F99Y"Nii'fici--oji-iNHiififANcE"i'jiirXPPRA"fsiiiENT",""ALi."OW;.NCnjil-mmm-mm >>ISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RONALD B FILE NO.21 97-0419 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 reflect figures that include the tatal of 6bh returns assessed to date. ASSESSMENT OF TAX: 1.5. AMOunt: of UN 14 a-t Spau.flll rate US) 16. A.ount of Line 14 taxable at lin..I/CI.s, A rat. (16) 17. Aaount of lin. 14 taKable at Collat.ral/CI... Brat. (17) 18. Principal Tax Dve ROGER 8 IRWIN ESQ IRWIN MCKNIGHT HUGHES 60W POMFRET ST CARl.1SLE 'PA 17013 ESTATE OF FAILOR TAW RETURN liAS, I X I ACCEPTED AS FILEP RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Eat.t. (Schedule A) 2. stookl and Bond; (Schedule R) 3. Closel~ Held Stook/Pertnership Interest (Schedul. C) It. Hbf't"eges/Kot.s Recei vabl. (Sohedule D) S. t_.h/Bank Deposits/Mise. Person.l Property (Sohedule E) ,. .Jointly Owned Propert~ (Schedule F) 7. lranaferR (Schedule G) a. Total AIII.ts APPROVED DEDUCTIONS A"D EXEMPTIONS: 9. Funeral E~pen'_s/AdM. Costs/Hisc. Expanses (Schedule H) 10. Debts/Hort"age Liabiliti.s/liens (Schedule I) 11. Total Deductions 12. Net Valu. of T_x Return 13. Ch.rUable/GoverrNllenhll Bequosts; HonMelectcd 9113 Trusts 14. H.t Value of Est..te Subject to Tax NOTE: TAX CREDITS: PAYHENT DATE RECEIPl' HUHBER DISCOUNT 1'1 INTEREST/PEN PAID (-I (9) (10) III 121 131_. I~) (5) (6)_ (7) ISchadu1. .II I CHANGED 29,000.00 .09 .00 .00 14,489.97 .00 .00 (8) 4,612,00 13,137.61 Ill) (12) (13) Il~) 25,740.36 W,OO. ,00 W .06. :..!!l W . IS. (18) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ~---- TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE RI'VERSE FOR CALCULATION OF ADDITIONAL INTERI'ST. (I.... '* UV.I~4111'" 111'''1 RONALD 8 DATE 09-06-1999 HOTEl To insure propa~ oredit to your acC~unt, aubnit the upper portion of this forM with your tllX pay..ent. 43,1.89.97 17.749 61 25,7~ .00 25,740.36 will .00 ,00 .00 .00 .00 .00 .00 ---.- .00 IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUC1IONS.) RESERVATION' ~'tlt., of dI~t, dyinG on or before Deo.-ber 12, 1982 .~ if InY future tnt.r..t ln the ..t~t. 1, tr~.f'rrld In po.....lon or enjo~t to Cl... a (oollet.rll) beneflel_rl.. of, thl dec.dlnt Ift.r the .xplrltlon of InY ..tet. for 11f. or for y..r., the C~.)th hereby .xpr...ly r..~rv.. the rltht to apprll.. Ind ...... tr.o'flr I~rlt~. Tlx.. It the lawful CII" I (ooll.tor.!) r.t. on any loch futur. lnt.r..t. ......Sf Of' NOTICE I To fulfill the r.qulr...nt. of S~tlon 2140 of tht Inherltenol end Elt.t. TaM A~t, Aot 21 of 1995. (72 P,S. Stotlon 9140). PAVHENTI Detloh thl top portion of thh Hotlclfl nnd lubltlt with your peWllnt to thl Rlllltter of NUlt printed on the rlv.rll tldti. --HIke check or IIOnty ordlr payable tOI REOISTER OF "ILLS, AOENT REFUND (CR)1 A refund of a tax oredlt, Hhloh was not rl~.ted on th. raM Return, .ay be reque.ted by ooepletlng en "Appllc.tl~ for RI'und of Plnfuylvanla Inharltancu and Estete Tlx" (REV~1313)' Applloatltm. Ire IveUablt at the OffICI o' tM Regilter nf NJllt, any of the 23 Revenu. District. OffiCII, or by oll1inll the 'Plel.t 2ft-hour ensW4rlng ..rvlcl notbtrl fur for.. orderinll: In P.nn'Ylvania 1-800-362-2060, ~Jt.lde Ptnn.ylvanll ~ within 10011 Hlrri.burll .r.o (717) 787R8094, TODI IR800-447R3020 (S.rvlce for texpay.r. with specl.) tA.rlnll ~ .pe8kinll o.ed.). OBJECTIONS I Any party In int.r..t not .atllfi.d with the apprai'.Ment, allowance or dl'.llo~InO' of deductlonl, or .....--.nt of tax (Inoludlng discount 01' inhrut) '11 .hown en this NoUoe MU.t obj~t within .lMtv (60) dly. o. rO(lelpt of thlt Notic. bYI uwrltt.n protut to the Pol D.part.ent of Revenu., Board of Appe.h, Dept. 281021, H.rrllbura, PA 171l!8.1021. OR Roatactior, to have the nthr d.terMlned .t ludl"t of the account of the par.onal r.pr..entftUv., OR RRappa.l to thfl OrphlR" Court. ADHIN ISTRATJYE CORRECTIONS, F~tu.l error. dllcovered on this ....II..nt 'hould be addre...d In wrltlna tOI PA Dlpart"nt of R.VtnOf, .ur~l of Individual TIX'., ATTNI Po.t A...II...nt Revi_w Unit, O.pt. 280601, Harrl.burg, PA 17128-0601 Phone (717) 787~6S0S. s.. p.ge S of the booklet "Ir..trucUon. for Inheritancl Tax klturn for" R.ddent Deoedent" (PEV-1501) fcr an explan~tlnn nf adMinl.tratlvely correctlbl_ .rror.. DISCOUNT 1 If any tax dvo II paid within three (3) calendar ROnth. after the dtCledent'. death, a flv. percent (5~) dlsoount of thll tal( paid It aUl>>I.d. PENALTY, Th. 15i: hx IMIfMlty non-parUcJlpatlon panulty iI tl;CNlput.d on thl totel ef the tal( and Intlr..t ......ed, and not: paid tMfnr. January 18, 1996, the flrot day eft.r the end of tho tax MI'MIlty periOd. 11'11. non.partlclpatlon p.nalty i_ app..labla In thl .... .anner and In thl thl .~ tl.e p.rlod 81 YOU would appeal the tax end Jnt.r..t that ha. bstn a......d .. Indlcatld on this notlo.. INTEREST I Int.rl.t h charged bealnnhlll with flrlllt day of dellnqu.ncy, or nine (9) .onthl INld Dna (1) dlY frOlt the dat_ of death, to the date of pll'y..nt. Tax.s whl,tl ~(Ia.e delinquent bafor. Ja",Jlry 1, 1982 belr lntlr..t at the rata of .iK (6;:) percont per annu. caloulat.d at ~ dQiiy rftt_ of .000164. All tax.. which beo... dell~t on and aft.r January I, Iq8~ will ~.r int.re.t at ft rate which will vary frOl oal.ndar y,.r to cal.nd.r y,.r with that rats announc.d by the PA D.part..nt nf Revenue. Tho applicabl. int.r.st rat.. for t98~ through 1999 .rel '!!!! Inter..t Rate Dally Inhrest Factor :!!!r Inter.st Rate Dalh Inbr..t Flcter ICJ8Z 20:< .000S48 1988-1991 11% .000301 1983 16i: .000433 1992 9X .000247 .984 11% .000301 1993-1994 7% .000192 .9a5 15% .000356 1995-)998 9X .000241 .9a<; 10% .000274 1999 7'/. .0001'12 1981 9X .000247 -RInt.r..t I. oalculat.d .s follow'l INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. luuod aUor the tax bl(lo.,. delinquent will r.fler;t an lnhrllt caloUlatlon to flft8lf'l US) d_YI beyond the date of the en...v..nt. If p,YI.nt I. ..de after the Int.r..t cc~utltion date .hown on thl NoUne, .ddlUonal Intarut .ust be Mlculattd.