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minors all property lor which othor provision is not made in this Will or .~aid
Agreoment.and which is payable by law to a guardian appointod by my Will.
SEVENTH: All taxos, internst and pnnalties
thereon payable by mason of my death with mspect to property comprising my
gross estate, whether or not passing under this Will, shall bo paid from the
principal of my residuary estate, providnd howovl1l', that my I~xecutors may call
upon the trust I'lJfnrred to in Itom FOUR'I'I-I hereof to pay such taxes, interest and
penalties attributed to the oxtent tho amount distributable to sllch trust under
WiII before taxes, Taxes on future interestp, may be prnpaid,
JjLIGlfI'I-I: Any beneficiary hereunder who dies
at the same time as me, within ten (10) days of me, or lindeI' circumstances
wherein it shall be difficult or impossible to determine who died first shall be
presumed to have predeceased me.
NINTH: I appoint my spouse, NELLIE M.
SUNDAY, and FARMERS '\'RUST COMPANY, Carlisle, Pennsylvania, as
Executors of this my will. In the event my said spouse cannot act or continue to
act as Executor lor any mason, I appoint my sons, WAYNE L. SUNDAY and
ROBERT L, SUNDAY, to act together in her pl!ll'e. No liduciary acting hereunder
shall be required to post bond or entnr Ilecurity in any jurisdiction.
My individual Executor shall have a right to substitute in place of
FARMERS TRUST COMPANY another banking institution with authorized
fiduciary powers within the Commonwealth of Pennsylvania. If any deadlock
occurs betwenn my spouse as Executor and FARMER.', TRUST COMPANY, as
Executors, my spouse's vote shall control. In the event my aforesaid sons are
Page 3
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QOURT qF COMl-lON PLEAS OF CUMBERLAND COUNTY,' PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21.97.00[,97
EsTATE OF LEE R. SUNDAY, DECEASED
...------......,...................................-......,....----.....
FIRST AND FINAL ACCOUNT OF
Nellie Sunday and Fif\!lnoial Trust Servioes Co., ()o-ExBoutot'a
---------.-----".-------------..a---__~__~______~_qft______a___~~___~__________~_
Date of Death: August 2, 1997
Date of Exeoutor' a Appointment: September 16, 1997
Date of First Advortlsement of Letters: September 26, 1997
AOlJnUlltlllg fnr tho Porlnu: S"l't(llllhor ?9, 1997 to
MIlY 19, 1999
.._'_......__.._-"'---.."..r.....""lb__""".....__""''='"'...................=............ttt......_~=_..._'''''~_=__.._.....at____.._..____..______
Purpose of Aocount: Nellie Sunday and Finanolal Trust Services Co., Co.Execut,ors
offer this acoount to acquaint Interested parties with the transaotions that
have oocurred during this administration.
I t is impor'tant that t.he acoount be oarefully el(amlned. Requests for
additional information or questions or obJeotions can be disoussed with:
Peter J. Ressler Esq.
Mette, Evans & Woodside
3401 N. Front, St.
Harrisburg, PA 171.10-0950
717/232- 5000
OROSSESTATE
(PrinoIpa1 Reoeipts + Inoome ReoeIpts)
116.267.87
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PA REV" I 600 EX (1"07)
Deoeden". Comple'!,_ Ad.!!!e..:
HlHEET AOOflESS
20.1J.IJ.11 tOIU.l.Oll51
fJnqo ~:
CITY
IJo.Lllng Springs
TIX Plvmen'. and Credit.:
1. To. Duo (p.go 1 L1no '10)
2. Crodll./Poyroonl8
A. Spou..1 POVlllly Crodll
B, Prior poyroonl.
C.018l'olll"
fSTi.Te--rzip
PA' 17007__
150,00
(1)._
28,500,00
Tolol Crodll. (A . B + Cj (2)
28,500.00
3. Inlor.oUP.n.lly II oppll"ablo
O,lnlora.1
E. Pan.11y
Tol.llnlorool/Ponolly (0 + E) (3)
4. IllIno 21. gro.lor Ihon IIno 1 + IIno 3, onlor Iho dlHoronco. This 1.lho OVERPAYMENT,
ChlMlk bo. on P.ge 1 LInt 18 to roquo.t a rolund (4)
6. IIl1no 1 + IIno 3 I. groolor Ih.n IIno 2, onlo, Iho dlllolonoo. Thlo Is Iho TAX DUE. (6)
A. Enlo' Iho Inloro.1 on Iho I.. du.. (M)
B. Enlor Ihololol 01 llno 6 + SA. Thl. I. Iho BALANCE DUE. (60)
Moko Chook poyobln 10: REGISTER OF WillS, AGENT
0.00
28,350.00
PLEASE ANSWER THE FOllOWING QUESTIONS
BV PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old docodonl m.ko 0 I,on.fo, .nd: Vos No
ft. rotaJn lho uso or Income oltha proporty IranslOfred; , ,. , ' , , , , , , , ' , , , , , , , , , , , , ' ~ ~
b. rol.ln Iho rlghl 10 doolgn.lo who ohall u.o Iho p'opo~y I,an.fonod or lis Incomo;. . . . . . . . . . . . . . . . . .
0, retain a uNorslonary Intorest; or, , , . , , , , . , , , . , , . , , , , , , , , , ,
d. rocolvolhll promise fOI 1110 of ollho, paymenl., bon.m. or caro? . . . . . . . . . . . . . . . . . . . . . . .
2, If death ocourred on or boforo December 12. 19B2, did ciEJcedont within two years
precodlng do.lh Ir.n.for propo~y wllhoul recolvlng .doqu.lo con.ldol.llon'/II d..lh occu"od
o"or Oocombur 12, 1062, did dooodonllron.lol properly wllhln ono yo., of doalh wllhoul
recolvlng .doqualo con.ldor.llon? . . . . . . . .. . . .. . . . . . , . . . . .. . . . . . . . . . . . .. . . . . . . . . . .. . . . .
3, Old der.edont own an "In trust for" or payable upon doalt! bank account or socurltV
.1 hi. or hor dealh? . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . . . . . . . . . . .. . . . . . . . . . . . . . . .
~, Old decedent own an Individual retlroment tlc(:ounl, annuity, or othor non.'probalo property?, , ,
o
~
~ ~
IF THE ANSWER TO ANV OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN
72 P,S, 19116 <a) (1.1) (I) provldod lor tho roducllon ollho tax r810 Imposod on tho not valUEI of transfors to or for lho use of lhe f)urvivlng spouso lrom 6% to
3% lor dlltos of dealh on or after ,July 1,1094 and boforo January 1, 1005,
72 P.S. 89110 (.) (1.1) (11,\ provldod lor Iho roduollon ollho ralo Impo,od on Iho n.1 valuo 01 1,.n,lor,lo or lor Iho u.o ollho ,urvlvlng spouse from 3% 10 0%
lor datos of death on or aftor January 1,1005, The statuto gg,09 flot oxomol a translor to a surviving spouHe hom t/lX, and the statutory roqulromonts lor
disclosure of 89sels and filing a laM raturn ala sttll applloablo ovon II HlO surviving spouso IHtho only bonoflclalY,
FOR DATES OF DEATH ON OR AFTER JANUARY I, 1995 -- Pl.... .newor Iho following quo.llon by placlng.n "." In Ih. .ppropll.lo 'p.co.
Old tho deoodenl or..tl . truot or similar arr.ngomont wIlloh Is ..IIIV lor the surviving spouae'o benallt I.r hi. or halo Intlro I"etlm.?
Ve. 0 No 0
. II you answnred yes 10 the abovo quostlon, tho tax 011 the trust 01 similar arrangemonlls postponed until the death ollhe second spousel at whlah limo It will
be fully 1llJ(.bl. .llho 1.le(,) .ppllo.blo 10 Iho rom.lndor bonollol.ry(le.). Enl.r Iho v.luo 01 Iho Iru,I on Schodulo J, P.lll1, In ardor 10 romovo UllOm Iho
oolcul.tlon of Iho I.. duo In Ihls e.l.lo. Vou may wl,h 10 1110 Sohodulo 0 In ordo, 10 m.ka Iho olocllon .vall.blo undor Sootlon 9113. IIlh. .Iecllon I, modo,
Iholru,l or ,lmll.r .".ngomenll' I.xod In 1110 0'1.10 of 1110 lI,sl decodonl .pou.o, Ih. po~lon 01 1110 l,u,l or .,mll.r .".ngoment which bunofll. Iho .urvlvlng
spouse Is tBxod at the 20ro lax rale, and lho romalndor Is taxed at the t8tO(S) applioable to tho remainder bonoflclary(loB), If you Oh0080 to mako the nloatlon,
you mo.I .1I.0h Schodula 0 10 . Ihnoly-lIlod I.x relllm, .Iong wltl1 Sohodulo(.) K .nd/or M In ordella ahoW Iho .pportlonmenl of Iho Iru,l or ,Imllor
arrangoment botwaon tho surviving spouso And the remainder bonollclaly(los),
7 PA1SOO2 NTF 10870
CllpyrlghtFurm, !loltW,ull Only, 1991tlllco, Inc,
REV-1M3 EX + <1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lee R. sunday
All property Jointly-awned with rtg.,t 01 survivorship must bo dlsolosod on Sohedula F.
SCHEDULE B
STOCKS & BONDS
ITEM
NO,
DESCRIPTION
1 IRA: Arrerican Century Equity Incane Fund
~ ---.'
L
FILE NUMBER
2 The following assets were held as assets of the Lee R. Sunday
Trust. They are listed herein individually for ease of review.
3 Vanguard PA 'Insured Tax Free - LT
4 Vanguard Index 500 Fund
5 Vanguard Index Tr - Value Portfolio
6 Vanguard Windsor Fund
7 Vanguard Health Care Portfolio
8 KS'IN 12,704
9 Scudder PA Tax Free
10 New Gennany Fund (Dreyfus ,DBD Account)
11 Heartland US Govel'Tll1l3Ilt Securities FuniJ,
12 Anerican Century Inc. & Growth Fund
13 Arrerican Cf>ntul'Y Value Fund
14 Allegheny Cnty pa Hsp RV Univ. of Pitt Med. Ctr. 00' 5.375%
15 Lehigh Cnty Pa. IDA Pollutn. Ctl -Pa. POI'.\3r & Light
IN!' 5.5%
16 FNMA GID 00. 7.3%
17 New York St. Elec. & Gas
IN!'. 7.55%
1B M&I Mddison Bk. Madison Wis.
IN!' 5.25%
19 Household Bnk. FSB Prosp. Hght.IN!' 6,25%
,
21-97-00497
VALUE AT DATE
OF DEATH
7,000.00
0.00
50,BOB.OO
39,6B5,OO
38,0/l6.00
3B,6'lO.OO
17,071.00
435,477.00
50,839.00
31,625,00
19,2B3,OO
29,479,00
36,713.00
9,B77.00
10,000,00
7,9/l0.00
B,100.00
24,950.00
.JB, 0(10.00
TOTAL (AI'o enlet on IIno 2, RlKlSpllul'!il!!& L.__ ',_.. JI.',U, 'lid, 1111.
(If more space 19 needed, Insert addillonul sheets 01 tho fUUno HllO)
7 CPA31 NT' "",
Copyright Forml Software On'v, 1991 Nelon, Ino,
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HIPPENSTEEL'S
Auto R~condltlonlng ServlCCl
4:17 Centervllle Road
Newville, PA 17241
PHONE ne.3305
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minors all property for which other provision is not made In this Will or said
Agreement and whIch is payable by law to a guardian appointed by my Will.
SEVENTH.: All taxes, interest and penalties
thereon payable by reason of my death with respect to property comprising my
gross estate, whether or not passing under this Will, shall be paid from the
principal of my residuary estate, provided however, that my Executors may call
upon the trust referred to in Item FOURTH hereof to pay such taxes, interest and
penalties attributed to the extent the amowlt distributable to such trust under
Will before taxes. Taxes on future interests may be prepaid.
ELGHTH: Any beneficiary hereunder who dies
at the same time as me, within ten (10) days of me, or under circumstances
wherein it shall be difficult or impossible to determine who died first shall.be
presumed to have predeceased me.
NINTH: I appoint my spouse, NELLIE M.
SUNDAY, and FARMERS 'fRUST COMPANY, Carlisle, Pennsylvania, as
Executors of this my will. In the event my said spouse cannot act or continue to
act as Executor for any reason, I appoint my sons, WAYNE 1. SUNDAY and
ROBERT 1. SUNDAY, to act together in her place. No fiduciary acting hereunder
shall be required to post bond or enter security in any jurisdiction.
My individual Executor shall have a right to substitute in place of
FARMERS TRUST COMPANY another banking institution with authorized
fiduciary powers within the Commonwealth of Pennsylvania. If any deadlock
occurs between my spouse as Executor and FARMERS TRUST COMPANY, as
Executors, my spouse's vote shall control. In the event my aforesaid sons are
Page 3
I
.\
~ __ . ,...-...~ ..._......r ", '...__'
."'"'\
ClIMBEIH,c\ND I.A \V .101 il~NAL
2 LIB.ERTY A VILNlIE
CARLISLE, PA 17013
~ E Plf.NlB.ER..2!U C)C)7
Cumberland Law JOlll'nol is pubiislwd every Fridny by llil) CUl11bnnd COllinI' Bnl'
Association nnd is designated by tlie rOllrl 01' rOll111011 Plclls IlS til~ otlicillllegnl pllbllcn\!oll tor
Cumberlond County nnd the 1~!lllll1c\\'sIHlIll'll1lr plI.lkallpl1 nl'leglllnotkcs.
TO:
Pet,,1' J. Ressler, ESQI:lIU';
-, ..-~ -...........----,.
RE:
Lee R. Sundny, EST A TF.
Legal advertisements mllst be received by Friday Noon, All legal advertising must be paid
. in advance. Make all checks paynble to: Cllmberlnnd Law Journal.
=;;:=--:::======::::========:=:i::!':'l;:::::="~':':" ,
,,!. ur::I"'.:,-.1_rl'~:''''.~~~='''--"l:':lr.;:l=======:H===n::l::;l:==
Advertisement inserted on following dntes:
SEPTEMBER 12, 19,26, 19C)7
Pnyment received
$ 60.0Q
$ 0.00
$ 0,00
$ 60.00 .
.......................
$ 0,00
====_=n:l:I==
r\dvel'tisi~g COSt
Pl'Oof of Publlcntion
Second Proof Request
Total Amollnt Dlle
Payment received .JE.e:reMIl1ill."~ ,".l~?2..7.-.,
by Becky H Morllenthl1IfExemi.liY.e Qlr~9.I()r.
I!:
~I!
I
.. <., t ," _ ~ #
I S - / J'/ '. c1)
(-
~
RtVI'(r>f.'Il~I) j~~
COMMON~SYlVANIA
DEPARTMENT or REVENUE
OCPT 280601
^ R ' r r
Or:CEOENT~ tWAf lAST, flRSf, ANll MIOOLf INIIIAllll" a b1~ bloc~ kJ I\Qpl/lTlll \IItlo'd~
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
0, I q '7
L{ 4 '1
WIlIER
IV'
!i
w
o
w
o
w
o
R 1 T A fl.
OA1EOfOEAlII
S WE ET
6OCj~ seCURITY NUMRER
OATfOFOIRHI
202-16"40h5os/!o/IYlJ
(IF APPllC.\8lE) SURVlVlNO SPOUSE'S NAM!: (LAST, FIRST, ANO MIDDlE INIHAlI SlY~IAl Sf.CURIIY NWlIEfl
N/A
I 11
I II 9 2 6
THIS RETURN MUST BE F~ED IN DUPLICATE wlnr HIE'
REGIS7ER OF WILI.S
I
()
o 1. Original Relum 0 2. Supplemenllll Relum 0 3. Remainder Relum I'........... 12'1"1
o 4.lImlled ESll1le 0 4a. Flllurelnlere,1 GompromO<! Id.........""I/.'I} 0 5. Fede,,1 Estale Te, Relvm Required
119 6 Decedanl Died Testate I""'"'''' .w'} 0 7 Decadenl Maintained e Llvll1ll TnlSll"""''',,'''"''1 _ 6. To}al Number 01 Sefe Depo,IISo,e,
o 9. L~~alion Proceeds Received 010 Spousal Poverty Cred~I"'.""""'" ".31." 1<<11.'.90\ 0 11. Eleclon 10 taxunderSec. 9113(A) l""hO<,OI
THIS SECTI N MUST BE COMPLETeD, ALL CORReSPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME CQMPlE1'E I.lAI1INO ADDRESS
L. Rpx Bickley
FIRMtlMiE (lf~phC8bIe)
121 South St.
lIurrl"burg, I'A
17101
1. Real EsllltolSchedulo AI (1) 2 3 , 7 o 2 6 0
2 Slocks and Bond' (Schedllla B) (2)
3. GI..ely Held Corporalion,Pertnershlp or Sola.Proprlalorshlp (3)
4 f.4ortgege' & Nole' RBCfllvabla (Schedula 0) (4)
5. Gash, Senk Oeposlia & MOcelleneoll' Parsonel Property (5) 5, 0 6 5. 4 I
Z (Schodllle E)
0 6. Jolnlly Owned Property (Schedula F) (6)
~
7. Inter,Vlvo' Translers & MI,celleneous Non.Probate Property (7)
::) (Schedllla G orL)
l- 8. To~1 Groll A..tt. (Iotal Line, 1.7) (8)
~
0 9. Funerel E,pense, & Admlnlsltellve Cosia (Schedllla H) (9) 1 8 \ 8 3 4 . 2 7
w
0:: 10 Debia of Decedenl, Mortgage Llablllllas, & Liens ISchedu~ I) 110) 1 3, 5 6 8 9 7
11. Toul Deductions (Ioial Lines 9 & 10) (11)
12. Ntt Vllut of ettatt (Line 6 mlnu, Line 11) (12)
13 G~entable and GovemmentelSeque,IsISec 9113 Trusia for which an elactlon 10 Ie, has nol been (13)
made (Schadule J)
29,818.0
32,40324
(2 ,S 8 5 2 3)
14. Ntt Vllut Subject to Tax (Line 12 minus Llna13) (14)
15 Amounl 01 line 14 ta,able
Z ellhe spou,al tax rele , , X .0 (15)
~ See Inslrucllons on reverse '~e for epp~ceble percenta.e
18. Amounl of line 14 taxable
~g a18% relo X ,06 (18)
I"Q. 17. Amounl 01 line 14 taxable
~ atl5% rale x .15 (17)
0 16. TtK Duo (16)
19
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under ponaloos of par)ury, I docloro thai I tll~"'O exammed thiS folurn, UldudlfY,l occompallying schedules and statements, and to the best 01 my knowledgo and belief. it Is lNe, rom~ct Md completo Declaration of preparer olhlll
thsn lnu oorsonal foorostlnlallvo is basad on aJ~mation of willet! oroaarer has any ~I\()wlod(lo
SIGNA~~E ONSIRLE FOR FILING RETURN ADORES? l(
( ,1 r- l' 4, d({ '1-- /!J
SIGNATURE OF PREP R OTHER THAN REPRESENTATIVE ADDRESS
J. _/1
1',
DATE
z jll! ~ "
DATE
..r;<
/' ) /'
...' ;
(1)
Total Credits (A + B + C) (2) ._.
3. InlarasVPanally If applicable
O. Inleresl
E. Penalty
r
TotallnleresVPennlly (0 + E I (3)
4 If line 21s grealar Ihan line 1 + line 3, enter the difference. This Is the OVERPAYMENT.
Check box on Plgl1 Llnl19to requelt a refund (4)
5. If line 1 + line 31s grealer Ihan line 2, enler the difference This is Ihe TAX DUE. In)
A. Enter the Inlelesl on Ihe tax due. (5AI
B. Enter tho tolsl of Line 5 + 5A. This Is the BALANCE DUE. (58)
,_ _ Make chel~ ~able to: REG}1TER OF WILLS, ~ENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a Iranefer and: Yes
a. retain the uso or Income of the property trannferred; ....................... ............,..... ........,........' 0
b, rataln the right to designate who shall use the property traneferred pr Its Income; "....,....,,,,, 0
c. retain a reversionary Interest; or............, ................,..............,.......... ......,..""",0
d. receive the promise for life of either paymente, benefits or caro? ,..................,....,..,...."""", 0
2, If death occurred on or before Decembel12, 1982, did decedent within two years
preceding death tranefer property without receiving adequate conelderatlon? If death occurred
after D~cember 12, 1962, did decedent transfer property within one year of destr, without
receiving adequate conelderatlon? ......"..' ....""""",..,....,..,............, ....,....",,,....,..,,,,,,....,,,,,,,,,,, 0
3, Old decedent own an "In trust for" or payable llpon deeth b~nk account or security
at his or her death? ,.. ....,........".. ........"",.. "............ .... .......'"" 0
4, Old decedent own an Indlvlduel retirement account, annuity, ur other non-probate property?"" 0
~
~
i
I
I
(j
No
~
~
~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLE'rE SCHEDULE G AND PILE IT AS PART OF THE RETURN
J.1 .
2 P,S, ~9116 (a) (1,1) (I) provided for the reduction of the tax rate Imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995.
72 P,S, ~9116 (a) (1,1) (II) provided for the reduction of the rale Imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995, 1 he statute does not exe!!!l!l a t'ansfer to s surviving spouse
from tsx, and the statutory requirements for disclosure of assets and filing a tax return are stili applicable even If the surviving spouse
Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995. Please enswer the following question by placing sn "x" In t~e
appropriate space.
DId the do cedent create a trust or similar arrangement which Is solely for the surviving apouae'e banefit for his or her entire
lifetIme'! Yas [l No 0
If you answered yes to the above qllestlon, the tax on the trust or similar arrangement Is postponed until the death of the second
spouse, at which time II will be fully laxable at Ihe rate(s) applicable to Ihe remainder beneficlary(les), Enler the value of the trllst on
Schedule J, Part II, In order to remove It from the celclllallon of the tax dlle In this estale. You may wish 10 file Schedule 0 In order to
make the election available under Section 9113. lithe election Is made, the trust or similar arrangement Is taxed In Ihe estele olthe
first decedanl spouse, Ihe portion of the trust or similar arrengement which benefits the surviving spouse is texed al the zero tax rete,
end tho remeinder Is taxed al the rate(s) applicable to the remainder beneficlary(les). If you choose to make the alectlon, you mllat
ettech Schadule 0 to a IImely-filed tax rOlurn, along with Schedule(s) K andlor M In order to show the apportionment of the trllst or
slmller arrangement belwaenlhe ~lIrviving spouse and tI,a remaindor beneflciary(los).
~--~------_.~.".._~-~._-_.._-~-
A.
u~s, DEPARTMENT OF I tOWIlf\JG iHld lJHIJAN (IEVEUWMU~l
SETTI.EMENT ~;T AI LMLNT
SECURED lAND
TRANSFERS, INC.
3BOO Market Street
Camp Hili, PA 17011
Phone: 761.7744
S, TYPE OF l.OAN
-----.~-_.-
OMU No,~(J02.02tJB
1111 LPll0
tata/prlnt
---
31 (CONV, UNIN",
1.( (FHA
~,l I VA
6, FILE NUMBEll:
107908
0, Mom, INS, CASE NO,:
2.1 (FMHA
fi, I XCONV, INS,
II. LOAN NUMB Ell:
5815006
Ie. NOTE: Tl1lslorm Islumlshoello IIIYO you 0 sllllnrnonl 01 8011l0lsolllornol11 cools. Amounls pn,d 10 and by 1110 .olllomon! Agont oro shown, II01n6 Illorkod
N '(p,o.l/)' wora rlult~~~~ho r.lofllnu~ Illoy mo lIhown hora lor Inlormnllonill pIHpoaos and uro not Included In tho tolola,
0, NAME AND 'IDl1f11WS Of' 1I0nfIOWEfl: E, ~IAMc AND AODflcSS 01' SELL ER F. NAME AND Al1DflESS OF LENDEfl:
I Stephen J. Bogovie: I,. Rex Bie:kley, PHil Mortgage Servie:es
I R.ita M. Sweet Corporati.on
II John Joseph Sweet, 6000 Atri.um Way
Mount Laurel, NJ' 08054
i G. PflOPEf1TY LOCATION: II. SETTLEMENT AGENT: - I, SETTLEMENT DATE:
iVillage of Moreland
15420 Oxford Drive
i Lower Allen TOWNSHIP
I CUMBERI,AND County
J!.ee:ured Land Transfers, Ine:.
PLACE 01' SETTI.EMENT:
101 Old Schoolhouse Lane, Mee:h, , PA
, J, SUMMARY OF BORROWER'S TRANUACTION,
!~~~~S AM(lllNT DUE FRO':l BOR.!1.0WEA __~.
!l01 Conlmel 00105 prieo -a 6 0 0 0 , 00
. - --
:2.~Por~onnl proporty
1'03 Solllornon\ ohurgoslo horrowo, (IIna 1400) } 3 2 9, 09
\10"
:to!l
K. SUMMARY OF SELLER'S TRANSAOTION:
<00 GROSS AMOUNT DUE TO SELLER
401Con.!,racl soles prlCA
<1M_Personal properly
403
<\04,
<lOb.
11/03/97
---
86000.00
A.djustments ~or itams paid by sailor In advance
IOfi CHyfTown hut 10
~~~_ 11/03/97101273119'7
'108 ASSlllismonts \0
,10' School 11/03/971006/30/98
------,r,-;::;-
"0 Dues::;i70.46/m emd 11/3U
!'" Sewer: $26. 40/q enClI2L31
i",Refuse:$46.20/q end i2Ti1
L....:_,__
I\djtHllmonls for Horns paid by seller In advance
4011. ellyn-own lax 10
51.7u .o/Oollnlyla, 11/03/971012/31/97
<IOU AU50S!l1ll911ls to
635. ~8 '00 Sch=l 11./0379-,;;;06730/98
63,41 410 Dues:$70.46/m eaid 11(30
16.78 msewer:$26.40;rq-end 12(31
29.37 '" Refuse:$46-:201q end 12( .,
90125 . 63 ,,".GROSS AMOUNT OUE "to SELLER
:120 GROSS AMOUNT DUE FROM BORROWER
'00 AMOUNTS PAlO BY OR IN BEHALF OF BORROWER
~oposlt Of oamasl manny -
~OJ P(in\~lr~al Amount 01 now loan(s)
i~QJ Existing loan(s) lakon subjecllo
'lOot
I
3000.00
81700.00
10& , -
,
~ .
r06 ,
~07 .'
P08
~O9
Aeljllslmonls lor Iloms unpaid by sollor
no CllyfTown talC 10
.~, 1. County lall: 10
'12 Aal1085/TlOnta \0
113 $ahool 10
I"
fib
]8.
17.
)IS
>-
1111
'0 TO'rAL PAID BY/FOR BORROWER
"-
lOB CASH AT SETTLEMENT PROM OR TO BORROWER
EGIO", amollnl eluoho", borrO'Wor (lino !20)
101 Loss mn~lInt puid by/lor borrowor (Iino 220)
i03 CASH (IX] FROM) (I ] TO) BORROWER
84700.00
90125.63
84700,00
5425.63
lillO REDlICTIONSIN AMOUNT DlIE TO SELLER
[,OI,[xcoss deror.il (soo inslrucl/om;)
fofl;> SOUlarTlol1l!2~nruo!;'io Rollor (hno \400)
b03 Exisllng Imll)(s) tnkon liubjoct 10
b04Pnyolf 01 Fin;\ Mortgago l.onn
PHH US Mortgage Corp
fio5,Payolf of Second Mortgoue Loan
fiOti,
f,07,
sos
fi09,
--
filo,Cllyffown laK
fill-COllnty Iflx
fil2,Assossmonta
fil~, s(Jhool
fi14,
61&,
filO,
hl1,
blS
~19.
Aeljuslmonls for 1I0ms unpolel by sollar
10
10
10
10
",0 TOTAL REDUCTION AMOUNT OUE SELLER
000 CASH AT SETTLEMENT TO OR FROM SELLER
nOI,Gross amollnt duo to soll11f (llt,o 420)
fio?Loss raclllcllon arllount duo saller (line 5t!O)
00:1 CASH ([XI TO) (I J FROM) SELLER
Sollor's Slgnalwo
51.70
6798.48
56295.46
63093.94
86796,Sr
6:Ju~3.94
23'702,60
IIUD" \ flov. 6/00
lIf' 1!L1'i\IIIMLNllJllllJIISII,U ANI! 1I111li11, IJLVI.L<JI'MLlII
SFllLI'MrNI ~;'^II'MI'NI p""" ,
--'-'~----I\"-'---'-'- -.-..-....--. - ....-..-
~!lET'T1.EM.~.!!!PH^RGES-io"908 _ . ._ B6RI~6;~~s ~:~~~~~M
2'!~TOTAL OALESIBROKER'S COMMIBSION b...~ 011 p'I~~__.B 60 OQ... 00 ___(,-,_9.___.__ :~~~:O.~~AT FUlmS AT
[)Ivblorl 01 (;nrlllTllll!llotl (Iino 700) flR !olloWfJ _ Total: ___,~)_I 16 ~_.:,..2..2..-_ 9ETTl u..u-" .....~~.~J..LE~E~!..........
7Q;$-'-2';5'ii':-[ib 1<1 Jack Gaughen Real tor/.> "C .
~~2 $.---3iQ~LYJ '---gRA Anderson.:"'.i.... . . ..' ..
~c5;uI[lIJlI"~I1~!~'!.d 111 :;olllolnool _. _ 1--1;_L~:O~(iQ.._
70~ Homo Wan- '--Afjs ]85,00
~'ITEMS PAYABLE IN OONNEOTION WITliLOAN-- - --.r------~=-.=--=
"'il(jTTm;-;-;-O-;iHlflalloll r.o'o- %
~~,onll OIHCOlllll __ %
603 ApprnHlOl FOllIn
"04. CrO(IIII~op(l/t to
flOC, l.omlor6 Inspocllon Foe
6UO Mo(lg!l~Jo IIlRlIHUlGO Appllcnliofl Foo to
607 Afisumpllon FeD
000. Doc Prep REMR
600 Mtg Fee . REMR$ 1.1 06 .87 poC By PHI{
610 Underwrite REMR
611 Mail Fee REMR
~_ITEMS REaUIRE~BY LENDER TO Be PAID IN AOVANce
OOl.lnl..e,II,orn iT703/97 1011/]0/97 @$
002, Mortuogo Insuronco Promium lor mo. In PHH
~.:.. Hazard Insurance Promlum for fIR, to
90~. F'loon Cert yrs.lo PHI{
90G Tax Serv PHH
~OO. RESERVES DEPOSITED WITH LENDER FOR
IOO\. Hazarrllnsuronco mo,@$
1002, Mortgago Insurance mo. @$
1003 Cilylrawn lax mo. iIll $
100~. Counly lex 8 mo. iIll $
1005 Assessments mo, 0 $
1006 School tax 6 ma.@$
1007 mo. iIll $
1006. AqqrAd ius t mo. @ $
1100 TITLE CHARGEB
~~
\ 10 1, So\llernonl or closing IDe to
1102. Abstract or IllIe so arch to
1103, Tillo I)xaminnUon 10
1104, TllIo Insurnnco binder to
1105. Dooumonl nroparallan 10
1106, Notary fODS __ to
1107, Allornoy's loes 10
I (includes above Iiams No.:)
\'108 Tlllolnsurance 10 Secured Land Transfers
I (Includes abovellems No:) End 100 13 607900 1801
1100. Lencler's nove rage $ 81 , 700
11110. Owner's coverage $ 86 / 000
1111 Mal.1/Disbi'riL'< Cart. Secured Land Transfers
1112 Sewer 10/11/17. Lower Allen Township
1113. Refuse--1.Q.LllL12 Lower Allen 'l'ownship
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
12.01. Racalding lees: Doed $ 23 . 50 Morlgago $ 29 , 50
1202 Cily/counly lax/sloml'" Deecl $ 860 , 00 Mallgago $
1203. Slale loxlslomp' Deecl $ 860 . 00 Mortgage $
120~. Rec Sat Secured Land 'l'ransfers
1205 Tax Cert Mary Ann Prior
130.0 AOOITIONAL SETTLEMENT CHARGES
130 \, Survoy to
1302, PosllIIspection 10
1303. Dues 9/10/11
1304,
1305.
1400, TOTAL SETTLEMENT CHARGES (on lor on IInos 103 cHid (i0?', Socllons J And K)
UM[I 11(1 'JI1(J(I-IJ!(i~J
illOPOC-r3~er
,150POC-Btiver
------.-
Mortgage
Mortgage
Services
Services
,,-
-
125.00 --
.--
125,00
25.00 -
477,96
53,11
22,50
75,00
\'
: c:
?'
216,88
485.10
-54.21
.
17.07/dflY
Mortgage Services
80,85
/010.
1010
/mo.
/ma,
1010.
1010.
Imo.
Imo,
27.11
POC-Seller
Cash
5.00
5.00
7
48,.~
26,40
46,20
Misc. $
53,00
860.00
860,00
18,50
3",00
Yinqst Exterminatinq Co,
Village Of Moreland
35,00
211,38
3329,09
6798,48
Parlll'tsllyruo 'hal no liability Is OSSlllTllltl hy SolUflfllOll1 Ayollllur [lio 1l11(1l/rlWY 01 Inhul1lllllnfl lwnhlhnd hy olhoflllU ~hown fJlllho IIUll.' floUlulIHlIlllihtlnl!lflll1 Sn!tlflrtlflrll AgHIlI Ilflwhy o~pro~~ly
rll!OIVIlS Iho II\lhllo dOpllSllllllY 1U1IUtJIlls cnllllclnd !Ol dl~hl"~III1HIIl' In 1111 Inlnlllnl hUMin\) IlcoOlJnl In II lodllllllly [rllI(/lUd I1lnlllllllurllHHI Iu GlIleti' fillY irllu/Osl AU OUlllud In 1111 UWII11(~r;1l1InI1l~ IIddlllohlll
C'lIllPOlIll,ltlon lur ilsllulvlclIsllIlIris IlIIllS1U:lIull
HUD OERTIFICATION OF BUYER8 AND SELLER8
I hrlVo c:arofully rovlowod lho HUD.! Solllornonl SllltolTlonl ilnd to tho bost of my knowlodgo llfld bollo!. H Is n lluo .1111.1 AcoIHalQ alnlolnonl 0/ nil fooolpla and dlsbursofllon\!l
mudo on my Meount hy /nO In this transaction. I furlher cOlllly lliat 1l1nvo rocolvod n oopy or llio HUD.! Soltlornont Sllllomont.
!
~
[Iuynr's^tldross & 1'1101\0
......---
,,,'" "",,,,,,,,,,,, """""" '" "",'''''""",,''~'',,,'',,' '"liJi']'?~11;'''''''''d''''''''''''d''''''' _"1;11,,,,..,,,,,,,,,
__ ...-!1m.../J!1 --------.-
()lIln
I ()/ dn\illl~ ,on
,I) I,V,! . 7
(
8UREAU Of INnIVIDUAL TAXES
INltfAI'lAHCl TAM DIVISION
Df]'T. Z8b6111
ItARRlSIURO, PA 17U!ftD0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INIIERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISAl.LOWAHCF.
Of OE~JCTIONS AND ASSESSHF.NT or TAX
08"03-1998
SUNDAY
08-02-1997
21 97-0497
CUMBERLAND
101
[~~=:=~~~R~I~~~~_~_J
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETUN LOWER PORTION FOR VOUR RECORIIS ....
REV: iS47"EiC"Fji-fiiF97 Y-iiii"fi cniii-YNHEif ii ANeE - "fAx - iiP"jiiiA- i Ii Ei'-EiiT~ - -" i. DiiiAN-cE -iili----------- - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
lEE R FILE NO. 21 97-0497 ACN 101
DATE
ESTATE OF
DA TE OF DElI TH
FILE NUMBER
COUNTV
ACN
PETER J RESSLER
3401 N FRONT ST
HBG
PA 17110
ESTATE OF SUNOAV
TAX RETURN WAS I I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE IN'rEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, R.al Est.te CSnhedul. A)
2. stocks and Bonds (Schedule OJ
3. Clos.ly Held Siock/P.rtnlrship Interest (Soh_dul. C)
4. Hor-tgages/Not.s Receivable (Schedule DJ
5. Cash/Bank D.podts/Hi~c. Personal Prop..rty (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Sch.dul. Q)
8. Total Assets
APPItOVED DEDUCTIONS AND EXEMPTIONS I
) CIIANGED
11)
12J
13J
14)
IS)
(6)
(7)
94.200.00
893.563.00
.00
.00
16.339.20
.00
. 00.
(8)
(9)
(10)
3,500,00
.00
Ill) _
(12)
(13)
(14)
9. Funeral EKP.n..s/A~. Costs/Hisa, Expense. (Schedule H)
10. Debts/Hortoage Li~bl11ti.s/Li.ns (Schedul. IJ
11. Total Otiduotions
12, Not Value of Tax Return
13. Ch.rit.bl./Gov.rn~.nt.l Bequests; Non-elected ~113 Trust. (Snhedula J)
14. Net Value of Estate Subjeot to Tax
e/
'*'
IIY.I'H U U, itt.'1l
LEE
R
DATE 08-03-1998
HOTEl To in sur. proper
oredit to your .covunt,
subMit thG upper portiun
of this forM with your
tax puy_nt,
1,004,102.20
~. ~OO 00
1,000,602.20
.00
1,000,602.20
If an assessment was isslled previously, lines 14, lS and/or 16, 17 and 13 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAXI
15. A.aunt of line 14 at Spousal rat. (16)_
lb. AMount of Lin.. 14 taxable at Un..l/CI..s A rat. (16)
17, AltOUnt of Line 14 taxable at CoUai-eral/ClllllIIi 8 rat. (17)
18. Prinolpal Tax Du.
NOTEI
TAX CREDITS I
PAYHENT
DATE
11- 03-1997
05-04-1998
RECEIPT
NUHBER
AA242422
AA270039
DISCOUNT I.)
INTEREST/PEN PAID 1-)
.00
.00
998,102.2~ X .00.
2,500.00 X .06.
.00 X .15.
(18)
A"OUNT PAID
28,500,00
150.00
.00
150..00
.00
150,00
TOTAL TAX CREDIT 28,650,00
--------,
BALANCE OF TAX DUE 28,SOO.00CR
-----<~ ----
INTEREST AND PEN. ,00
--------..--.--.--. -----~-~
TOTAL DUE 28,500.00CR
. If PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS TIIAN .1, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REfUND. SEF. REVERSE SIDE Of TillS fOR" fOR INSTRUCTIONS.)
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RESEAIJAHOHI E1t"t81 of cMHdIntt dyi~ on or blfor. o.ol.r12, -1982 ...' If tltui 'utur. tnt.r'lt in the lI..at. 11 tran.f.rrlld
in Po.....Jon or,"Jo~t to C).I. I (Qoll_t'rtl) benefleltrt,. of the deoadent after tn. Ixplr.tlon of en~ ..tet. for
11ft or for yeer., t~ C.-.onw..lth herlby eMPr...ly r...rve. the tlpht to IPpr.I.. tnd "'01' tran.f.r InherltlnCl TaM"
.t the lltfful Cl... B (ooUat.re1) r.te on any luch future lnter"t,
PtJRllOSE Of
NOTICEI To fulfill tho rlqulr--.nt. of Slotlon 2140 of the Inherltonolit and Est.t. TY~ Aot, Aot 21 of 1995, (12 P,&,
Slatton 9140),
PAYMENT I Dttach the top portion of this ~otla. .nd .~Jt Nith your pay..nt to the Reulltlr uf Will. prlntld on thl rever.e .Ida,
u",*1 check or Rn'Y order plyeble tOI REGISTER OF' MILLS, AGEnT
REFUND (CRII A refund of a taM Clredlt, 'lhieh Nail not rlqlltlted on the raIC Return, '''!f be requut8d by oOllfJIIUng an "ApplJoIUon
for Refund of PltM..,.lvanh Inheritance and Estate TIM" (REV~1313), ApplJcatlOfI' ar. "vel1able at tM OHio..
of the R'Ul,tlr 0' Wl1111 tny of tt~ 23 Rev.nue District Office.; or by caillng tht .peolal 24-hour
8n1M8rJng lervloe ~b.r' for for.. orderlnUI In P8nns~lvanie 1-800-362-2050, out.ide Penn.ylvanla .nd
within 10011 Harrisburg .r.a (111) 787-8094, TOOl (117) 772-2252 (H.arlng 1~&lr.d Only).
OBJECTIONSl Any p.rt~ In Intere.t not latl.fled with thB epprall...nt, allowanQ. or dl..llowance of deduction., or ......-.nt
of taw (Including dl.count or Int.r..t) as .hown on thl. Notlc. IlUlt Object within .IMty (601 day. of receipt of
thU Notie. bYl
~-writt.n prote.t to the PA Oepartllent of Revenue, Board of App4al., Dept, 281021, Harrl.burg, PA 17128-1021, OR
--aleetlon to have tha .atter deter.ined at audit of the account of the per.anal r.pr..entatlve, OR
-.app..1 to the Orphan.' Court.
AD+tIN
ISTRATlVE
CORRECTIONS,
Footull error. dl.ocv.red Qn this ........nt should be .ddr.I..d In writing tCI PA Dep.rtll8nt cf Revenu.,
lur.au of Individual 'aMel, ATT"I Post A.'.....nt R.vlew Unit, D.pt. 280601, Harrl.burg, PA 17128-0601
Pnon. (717) 161-6505, So. page 5 of the bookl.t "Instructlonf for Inh.rltanc. TaM Return for a R..I~t
Decadent" (REV-1501) for an .xplanatlon of edalnlstratlvely oorrectabl. .rr~r.,
DISCQl>>lTI
If .n~ taM dUG h paid withb thrlllG (3) oahndar .onthl aftar the d.cedent'. dI.th, a five p'rcant (5iD dhcount of
the tax p.ld Is allow.d.
PENAL TV,
The IS~ tax ..na.ty non-participation penelty i. c.-puted ~n the total of the taM and Inter..t ......ad, and not
p.ld befot'e JtinuarlJ 18, 1996, the flr.t day aft.r thb end of the taM aanl,ty periOd. This non-participation
penalty h apPQallble in the ...0 .,nner nod In the th41 .81141 U.e pur lod as you wo~'ld app.al the tex IWld Inter..t
that has bten a.....ed a, Indleetad on thl. notice.
JNTEItESTl
Intere.t 11 charu.d b.glnnlng with first {lay ot dwllnquenoy, or nine (9) .onth. and one (1) dl!lY frOM th. date of
death, to thA date of pay.ent. TaM.' which bae..e delinquent bGfore January 1, 1962 bear Int'r~lt at the rat. of
.IM (6%1 ~erc'nt per annul calculatod at a dnllY rate of .000164. All tawas which bee..a delinquent on and aft.r
January 1, 1982 wJII beer int.rest at a rate which will vary fro. cal.ndar y.ar to eal.ndar year Nlth that ,.ate
ennounc.d by the PA Oapart.ent of Rovenl~. The ap~llcabl. Int.relt rat.. for 1962 through 1998 are,
~ Interest Rete Dall~ Int.rest Faotor :!!!!' Interest Rate Dall~ Interest Faot2!;
1932 20% .000548 1961 9% .000247
1983 16% .000438 1988~199l 11% .00nOI
I'" 1l~ ,000301 1992 9% .000247
lOftS 13:1. .000356 1993-1994 7% .000192
I... 10~ .000274 1995-1998 91: ,000247
~~Iflter..t I, calculated 8S fol1owlI
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice h.ued aft.r the hI< b.e.-.. dellnqu.nt wUI reflect an Int.r..t oalculeUon to fift..n (15) d.y.
bl;yond tho elite of the a.ulI'''''It. If fla~.8nt Is udo after the Intorut cOMPutation d.te .hoWfl on the
NOUCI, eddltlonal Inhr.st lU,t be oaloulated.
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PURPOSE OF
NOTICE: To lulOlltho 'oqul,omento 01 Soollon 2146 (b) of tho ",,"'Ilance ond EOUlIo T.. Ao\, Aot21 011996, (72P,S, Soollon 11461
PAYMENT: Delach the top por1lon of thlt Notice and aubmll wtlh your payment to the'- Regllt'r of Willi printed on the revtra, aide, M"kEl check or money order pavable
, to: REGISTER OF WILLS, AGENT,
REFUND (OR): A refund of a tax credit, which was nOI requested onthe Tax Return, may be requesled by completing an "Application lor Refund of Pennsylvania
Inheritance and Estate TaM (REV,1313), Applloattons are available at the Office of the Reglater 01 'lVl1I1 or any of the 23 Revemle Olslrlcl Offlr..88, or by
oalllng the specIal 24-hour answering service numbers for forms ordering: In Penn8ylvanla 1,800-382-2050, outsIde Pennaylvanla and wllhln local
Horrlobu'g oreo (7171 78H094, TDO# (7171772-2252 (Hoorlng Im~ol'lld On~l,
OBJECTIONS: Any p"rty In Intersst not satisfied with the appraisement, allowance or disallowance of deductions, or assBasment of tal( (Including discount or Interest) as
shown on this Notice mUlt objeol within Bll(ty (60) days of racelpt of this Notice by:
..wrltten proteat 10 the PA Department of Revenue Board of Appeals, Dept, 261021, HarrIsburg, PA 11128.1021, OR
..election to have the matter determined at audit of the account 01 the personal representative OR
nap~al t,) the Orphans' Court
ADMINISTRATIVE
CORRECTIONS: Faclu.:tl errors discovered on this assessment ahould be addressed In wrlllng to: PA Department 01 Revenue, Bureau ollndivldual Taxes, ATTN' Post
A88elsmenl Review Unit, Dept. 280601 Harrisburg, PA 17128.0601 Phone (717) 787-6505, See page 3 01 the booklet "Instructions for Inheritance Tal(
Return for a Resident Decedent" (RF.V.1&o1) for an explanation of admlnlslratlvoly correctable errors,
OISCOUN1, If any lax due Is paid wllhlnthree (3) calendar months after the decedent's death a five percent (5%) dlsCQunt of the tax paid Is allowtJd
PENALlY: The 15% tax amnesty non.partlclpallon penalty Is computed on Ihe lotal of the tal( and Interestalls0ssed, and not paid before
January ,18,1996, the Ill'lt day after the end of the tall: amnesty pertod. Thlt non.partlelpatlon penalty Is appualabte In the aame manner end In Ihe same
time period 8S you would api>Qal the tax and Inleresllhat has been assessed Bslndlcated on this notice
INTE::REST: Interest 18 charged beginning with first day of delinquency, or nine (~) months and one (1) day from the date of de.th.lo Ihe date of payment, Taxes which
became delinquent be'ore January 1,1982 bear Interest atlhe rate of silt (6%) percent par annum calculated at a dally tala of ,000164, All taxes which
became delinquent on and after January 1, 1982 wilt bear tnterest at a rute which will vary from oalendar year to calendar vear with thai rale anno\lnced by
Ihe PA Department of ftevenue, The applicable Inlerest ratos for 1982lhrough 1997 are:
YEAR INTEREST RATE DAILY INTERf,ST FACTOR YEAR INTEREST RATE DAILY INTEREST FACTOR
-1ge2 20% ,000548 19er--- 9% ,000247
1985 16% ,000436 1988.199\ 11% ,000301
1994 11% .000301 1991 9% ,000247
1986 13% 000300 1993,1994 7% ,000192
1988 10% ,000274 1995,1996 9% ,000247
..Intereells celoul.ted 8S 'ollowa:
INTEREST. BAlANCE OF TAX UNPAID K NUMBER OF DAYS OELINQUENT K OAIL Y INTERESTFACTOR
..AIlY Notice I..ued after the tax becomes delinquent will renect an Interest calculauon to nfteen (16) days beyond the date of the asseslment. II payment
Is made after lhe Interett computaUon date shown on the Notice, additlonallnlerest must be calculated
PA_T,
Pttl!Nltl thl top portion of thh Motloetnd .-It with ~r peYHnt II8de P41ylbl. to the ,.... Md Ilddr...
pr Anted on ttM r.~r.. ald1.
If RE$IPEHT DECEIlEIfT _. -.. or ....., ordor p....... to, REGISTER OF NILLS, AGENT.
If NOIl-RE$IPEHT DEC!PEHT _. -.. or.....y o.dor P....... to, COltltOlRlEALTH OF PENNSYLVANIA.
RE'FUNIl <CAJI 4 I'.fund of . tl)( ortlleUt, which .... not requested on the t8X Return, AY tM' r....ted by cOIrPlatlng an
"Appli~tion for RfI~ of Penn~yly.,l. IrtMrlt8ftQ41 encI Elt.ta Tax" (REV-UUL AppUcatiOfUl ara IYIll_1. at
the Office of the Reei.tar Qf Will., any of the 23 Revenue OJ.trlot DffAoe. or fr~ tht Dlpart-.nt'. 24-hour
en.warlng ..rvlce ~r. for forMI orderlnOI In Penn.~lYanl. 1.000.362~2050, out. Ide Penn.vlv.nl.
IIlCI ..!thin 10081 Harrlabura ar.. (717) 761-6091" TOO' (717) 772-2252 (H..ring IItP.lr~ only).
REPLV TOI
DISCOUNT I
I
!
PENALTY 1
INTERESTs
Qu..tlona ng.rdlng .rrors oontalned on thh "OtlOI .hould be IIddr.'Hd tal PA hp.rtMnt of RavlInUI, aur..
of Indlyl~l TDXIII ATTHI po.t AI......nt Ravl.w Unit, Dept. 280601, Herrlsburg, PA 17121-0601, ~
(7171 787-6505.
If eny tax dUe :11I paid within thr.. (5) oalender ItOflth. aftar the dooedent', death, . flva percent (~) dbcooot
of the tax paid 11 aUotHKI.
The 151: tax __.ty non-participation penalty b coaputad on the total of thl \8x Md Intara.t a....nd, MId not
p.ld befor~ Jttnu8ry 18, 1996, the first day aftar the tnd of the \Ix MM.ty Ptlrlod.
Inter..t h ch8r8M! bellll'WlhlQ with flr.t day of d.UnqueROV, or nlnD (9) lIOnth' and (lna (}) day frOll the det. of
death, 'to th4I dBt. of pa~nt. TaKe. which bao... delinquent tMfor. January 1, 1982 bear Intere.t at the rate of
11x (6X) peroant par annu. caloulated at a dally rate of ,000164. All texe. which bec... delinquent on and after
January 1, 1982 will bear lnt.ra.t at a rate which will vary tr~ ~l~r yaar to calendar ylftr with that rate
ennouno.d by the PA Dep~rt.ent of Revenue, The applicable Intere.t rat.. for 1982 through 1991 arll
Veal" Intlr..t Rate Dally Intere.t Faotor V..r Inter..t Rate o.l1Y Inter..t Factor
1'82 20X ,4100541 1981 'X ,000247
1913 16X .000438 19&11-1991 11% .ODOSOl
1'll'I llY. .000501 1....' 'X .OO02li7
1'85 15Y. .000'556 1993-1994 T< .000192
1'86 10:< .DD0274 1995-1996 'X .000247
.-Int_r..t I. O*lculated .. followl'
IKTERBST m BALANCE OF TAX UNrAID X NUNBER OF OAYS DELINQUENT X OAILY INTEaEST FACTOR
--Any NotlCCI h.ued att.r thfl taK becou. d8llnquent will rofleot an Intere.t caloulaUon to flftMn (15) dlya
beyond tho date of the a..e'~nt. ]f pay..nt I. aad, after the intor..t c~put.tion date .hown on the
Hoticv, additJonal intAre.t .u.t b, oaloulated.
PAI'IEIIr,
DJit.ot1 the top portlon'M thh Notio. ttnd lMiMIlt with YGUr PIYMnt lI8dt, p'~lIml. to the n-. .00 .tdr...
prtntMt on tM rever... .1..
If RES1~ DECEDENT ok. chack or .C)fMIY order flayablo tOI REGISTER OF WILLS, AGENT.
If HOH"RESlDEHT DECEDENT Uk, c~k or lIOflIy ordtir payable tal COHHONWEAlTH OF PENMSVLYANXA.
REFUND (QUI A r8fund of II tax credit, which WIUI not ,..qt.ltilted on the hilt: Return, BBY be rettlHllsted by cOIIpleUno en
"Appl1oatlon for Refund of P.nnwylvatda lnh;uHenc8 ood Eltrltfl Tax" (REV-13Ul. Applications are (tUtU.,J.. lit
ttHI Office of the Rttgbter of HUh, any of the 23 Revenue Ohtdut OfflcllII ol'fI'OII the Oepllrt..-nt" Z~~hoUr
MllwerlrlSl prvloe n....ber5 for foras ordQrlngl In Pennuylvanh. l-aoO<~6t!~20SO, outRide PennMYlv.,la
.wi within 10081 HBrrbbtwg tlre8 (717) 787'.6094, TDDII 01ll 77?-?2!i2 OMarJ~ IIlJ181red only).
REPLV TOl
U\Mstlons rllgarding errors (IontaJn8tl on this notice should he addrn..d to: P^ lkIpart..nt of Rellonue, aur...
of Individual Taxoll, ATTHl Post AUOUlIlInt RG",iow Unit, nept. l80601, t""'rrhburlJ, PA 17H!&w0601. phOOGl
(111) 187-6505.
DISCOUNT 1
If any tax duo is paid within thr.e (31 oalendar ItOnths after the dftCCldltnt'1I da.ath, . five perc.nt (S:O dbcount
of the tax paid is allotted.
PENAL TV 1
The 15% talt eIWHIsty non-partioipation penalty is oOllput.d on tho total of the tax end intor..t e.susad, and not
paid heforo January 18, 1996, the first day aftor the end of the tal( ..nuty period.
INTEREST 1
Intere.t hi oharged bl;gJnnlng with first day (If delinquonoy, or nlM (9) lIonths and one (1) ~y frOll the ~t. of
death, to tho (4atll of pay.ent. Tttxu whIch boCUII dolJnquent bafore Jlm""ry 1, 1962 bear lntereat at the rat. of
.1x (6X) percent per annu. calculated ot 8 dally rat8 of .000164. All tOX81 which bec... delinquent on and after
January I, 1962 wIll bur lntorollt at II rata which w111 Vflry frOll calona"r yoar to calender y.ar with t"-t rat.
announoed by the PA Depart..nt of RO\lonUCI. The applJoabh In1:orlllt ra1:ll11 for 1982 1:hrOU$lh 1998 .r.1
Ve.r Intor..t Rate Dally Intor..t faotor
.....r
Interut Rate
Daily Intero.t Faotor
1982 20r. .000548 1981 91: .OOOl47
1985 16i< .000438 1988-1991 Ill: .000301
1984 11r. .000301 1992 9X .000247
1915 U;C .OOO!S6 1993-1994 71: .DOal'll
1986 lOX .IID02",4 1995.1998 91: .000247
-"Intere.t i. o.louletld as followsl
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF OAYS DELIHQOEHT X DAILY INnnEREST FACTOR
....Any Notloe hlued .fter the tax b.c~es delinquent will refleot en lnt.re.t c.lculaUon to fiftHn nS) cHlYI
beyond the date of the aU8..",nt. If plly...nt Is ..de eft.r the lntorl.t CMputation dat. shaN., on tho
Hotlol, addItIonal Int~re.t Rust be ~alcul.t.d.
\
PURPOSE Of'
NOTICEI
PAVMENTI
REFIIND (CR) I
OI$JECTIOHSI
ADHIN-
ISTRATIVE
CORRE~TIottsl
PENAL TV I
INTEREST I
TCI fulfiU the requlreMnh of Seotion 21~S (b) of the Itlherltenoe Ind Estate rax Aot, Aot 21 of 1995. (72 P.I.
Seotion 9145).
Oehohthe top portion of this NoUoe and IUblllJt with your paY_Gnt to the Reghta" of Will. printed onthl
rever.e 1l0e.
~~ "eke check or Ilonay or~.r payable tOI REGISTER OF MILLS, AGENT.
A refund nf 8 tax credit ..y be request.d by oo.pletlng an "Application for Refund of P.nn.ylvanla
Inheritanoe and E.tato Tax" (REV-1313). ApplicatIon. are available at the OffIce of the Roglster of Willi,
any of tho 23 Revenue District Offloe, or fro~ the DepartMent's 24-hour ftn..,erlng .ervlce nUlbers for for.. or(~rlngl
In Pennsylvanlft l-800~362~20S0, outald~ penn.ylvanla and within loc.l Harrisburg are. (117) 187-8094,
TOOl (717) 712~Z252 (Hearing I~.lred Only).
Any party In Interest not satisfied wIth the 8sses..ent of tax as .hown on thIs notloe .ay objeot .,Ithln
sixhi' (60) days of receipt of this Notloe by,
uwrJtten protest to the PA Departllent of Revenue, Board of Appeals, Dept. 261021, Harrhburg, PAI1l28-10Zl, OR
uelectl~S1 to have the .atter d.ter.Jned at audit of the per.onal r.pre'l'Jntat)ve, OR
--appnl to the Orphan.' Court
Factual errore dlsoover.d on this ........nt should be addre.sed In writing to, PA Departe.nt of Revenue,
lureau of Individual Ta~e., A1THI Post A.s..s..nt Review Unit, Oept. 280601, Harrl.burg, PA l1l28~0601,
Phone (717) 787-6505. SUI page 5 of the booklet "Instructicn, for Inheritance Ta~ Rflturn for a Residllflt
Deoedent" (REV-lSOl) for en explanatJon of adlllnlstratlvelY Qorreotableerror..
The 15% tlX aMnesty non~par1iclpatjon ponalty i. co.puted on the total of the tax and Intere.t .I....ad, and not
paJdb.fore January 16, 1996, the 1lr.t dey aftlr the .nd of the tox a.nllty perJod. ThJ. non-participatIon
penalty I. app.alable In the .alle .anner and tn the the .... ~I.e pe~Jod al YOU would appeal the tax and Jntare.t
that hu been usessld a. indicated on thh notloe.
Additional P.nn.ylvanJa Eotate 18~ ..,....d a; . resu!t of a ohonge on the Federal E.tat. Tax oloslng
letter beoo.e. delinquent ot the expiration of one (1) .onth fr~ tl~ date the final notice of the lnor...,
in Federal E.tate lax Is r.celved.
Taxa. whJoh beoaee delJnquent before J.nuary I, 1~a2 bear Intore.t at the rate of .Ix (6%) peroent per annUlll
caloulated at a deily rate of .000164. All t.~e' whloh bloa.e delinquent on or after January 1, 1982 .,111 beer
Intere.t at a rate which will vary froe calendar year to oalendar year wIth that rat. announced by the PA
nepart.ent of Revenu~. The applletible Inter aft rat.. for 198Z through 1999 are,
'!.!!r Int.re.t Rate Dally Intere.t fftotor Y!!! Interest Rat~ Dally Interut Fllotor
1982 20% .000548 1988-1991 11% .000:501
198:5 16% .000438 1992 9:! .000247
1984 11% .00Cl301 1995~1994 n .000192
1985 1:5% .000356 1995-1996 91: .000Z47
1986 10% .0002:74 19119 7% .000192
1987 9X .000241
~-lntere.t JI oalculated a' follow.,
INTEREST c SALANCE OF TAX UNPAID X NII"BER OF DAYS OELINQUENT X OAILY INTEREST FACTOR
~-Any Hotlc. IDlued after the tax b.coaes delinqu.nt will refleot an Interest caloulatlon to flft..n (IS) days
beyO~ t~ date of the ....'...nt. If pay.ent I. aade after the lnt.re.t oOllputatJon date Ihown on th.
NotlCII, additional Jnter.at .ust be oalculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: tE~ ? ~(/.AIl'A V
I
Date of Deathl I "; '17 --
Will No. 11 q 1 (}iJl!17 Admin. No. / 1Q1'CtJ '1Cf?
Pursuant to Rule 6.12 of the Supreme Court Orphans'
COUrt Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
Stat~ yhether administration of the estate is complete:
Yesy_ No
2. I f the answer is No, state when the personal
representative reasonably believes that the administr&tion will be
complete I
1.
3. If the answer to No. 1 is Yes, state the followingl
a. Did the per~al representative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (i f any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes_____ No______
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attac~t1 ),:lAltltls report. ~
~!JJdL.~~1 ~~ rc r IJQ"
Datel 1...6...CO ~nat,ure/.~,
~AI~AtL
Name (Please type or print)
/ p/.II/~ &r., M~~tC
Address '
11!JJ. ~61~ 7~U7
Tel. No,
Capacity: ~ Personal Representative
;'j
, .
t.:l:
('I
.-
'::5
.,
il.-'
rc
\.~
<:5
.
(I
,::.; E
,II"
.r3G
(MAH: rmf/ AM3)
_____Counsel for personal
representative