HomeMy WebLinkAbout97-00498
IlETlTlON FOR IlROHATE Ilnd W(ANT ()I<' LETTERS
/o,'s/al(' ql lJC'Jilc" I'h.. (;ILlv'L'/J'l
also k//ow// as.
No,
To;
21-91-4~8
Keg!ster of Wills for the
. /)"('('/1.""/, County of .. (2.u""lli~'!Lklld.ilIn the
Socla/ 8/'('lIrlly No. ..:4. ".t- ..1 fL.. l~' Y ~L Commonwealth l\f Penn,sylvanln
The pctltlon of the underslgncd respectfully represents that:
Your pctltloncr(s), who~lrc 1M ycms of age or older an tlw cxCCUtNXh. .~._..h"__"__' numcd
In thc Inst will of the ahove dccI'dcnt, dated. _... ._,._..._..41~'!L......_..~.!..'L___t.~_, 19_..1~_
IInd codlcll(s) dutcd .._.......,... __..'____...__.._'.._h____~_.._._ ...
~..-..-..idJih-J3,....-.S.!'i(, J.J.bl.m._.~''!.'!.L h. _c;JE______jAJ.dYllf:HL._jLlLk~' !eJ/? 'i
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_______~_____...____... _"_._~____..,._. _~ __._... _____"..___n___._~.____..__.._____~__<
f~lalc fl'1cvlInll'ir\"11l11.'IIIlll'l'S, e,g, rCllundlllloll, dellth of C!(l'cHlor, ctc,)
Dccclldcnt wus domleilcd nt deuth In _ ____....___~.".'!:!fJ~,&.~;I_._ County. Pennsylvllnlu, with
ILti~ lust fumlly or I)rlnclpal rcsldcncc lit ..._...J._".-(\......J.Lt.f..i:..LC!{l__/l.L.t.___&...J.JdJ:L~f1.aJ"0.;-
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(ltSl streel, 11111110cr nnd l1111nr.:lpnllty)
DeccAdent, t hcn .~."'I J....__ ycars of IIgc. dlcd ..._~.._..;r~. 10, ,lr9~-, n., u"'~1J
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Excopt as follows, dccedent did notl1larry, wus not dlvorccd and did not havc n child born or adoPtcd It,,> Ii.
uftcr cxecntlon of'lhc will offcrcd for probate; was not thc victim of u kllllag und wus ncvcr adjudlcatcd
lacompctcnt: _____.._____.___...___._______.~__._..~__
Dcccndc:1t ut dcath owncd property with estimlltcd valucs ns follows:
(If domlcilcd In PII.) All personlll propcrty $
(If not domlcllcd in Pu.) Pcrsonal propcrty In Pcnnsylvunlu $
(If no! domlellcd In Pu.) Pcrsonlll propcrty In County $
Vnllle of rcal cstate In Pcnnsylvanla $
slluntcd ns follows: _-'rdt&!.ilc. S'AN ,,I., . ..!!.iil.-a1!"1( c;.-v!.(,(J ~.
, I
116 (}(J (I
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WHEREFORE, pClltloncr(s) rcspcct fully rcqucsl(S) thc probutc of thc IlIst will and codlcll(s)
presentcd hcrcwlth and thc grant of ICllcrs......1'(l.,;""m",,vrIJP'1
(tr.SIl\I1lCrllllry; lldllllnlstrutlon I.: t.n,; IIdmlillstrntlon d.h,n,c,t.a,)
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--.- ----_.__..~.."-_..._,_._._--.__. ._---~-
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }::It!
COUNTY 011 _h!/lu//f!.I.Lt102__~__.._
Sworn to or affirnlcd and SI.lbSCrlbCd {'
hcforc mc this ...._LtI!.n_..____. day of
~);>//<;~(?jt!/;:?:-..~v;~...;..I~4-;-
, / Regl.ler
Thc pctltloncr(s) IIbovc'lInmcd swcnr0.'or IIffinll(Hrtl;utth') stlltcmcllts IlIthc forcgolng pctlllon nrc
trllc und corrcct to thc bcst of the knowledge alld belicf of petitioncl'(s) und that liS pcrsonlll represcn-
tativc(s) of the ubovc dcccdent petllloncr(s) will wcll and trllly administer thc cstlltc nccordlng to IlIw.
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SIXTH: All taxes, interost and ponalties
thereon payabln by reason of my death with l'espoct to property comprising my
gross estate, whether or not passing under this Will, shall he paid from the
principal of my residuary estate, provided however, that my ~~xeClttors may call
upon the trust referred t.o in Itmn TH lRD hereof to pay such taxes, interest and
penalties attributed to t.he ext.ent tho amount distributable to such trust under
Will before taxes. Taxes on future intorests may be prepaid.
SEVENTH: Any beneficiary hereunder who dies
at the same time as me, wi thin ton (10) days of me, or under circumstancell
wherein it shall be difficult or impossible to dntermine who died first shall be
presumed to have predeceased me.
EIGHTH: I appoint my spouse, LEE R.
SUNDAY, and FARMERS TRUST 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 L. SUNDAY and
ROBERT L. SUNDAY, to act together in her place. No fiduciary acting hereunder
shall be required to post bond 01' enter security in any jurisdiction.
My individual Executor shall have a right to subst.itute in place of
FARMERS TRUST COMPANY another banking inst.itution with authorized
fiduciary powers within the Commonwealth of Pennsylvania. If any deadlock
occurs between my spouse as I~xecut.or and FARMERS TRUST COMPANY, as
Executors, my spouse's vote shall control. In t.he event my aforesaid sons are
acting with the FARMERS 'I'RUST COMPANY as Exocutors, t.he majority vote of
aU three Executors shall control.
NLNTH: My Corporate Executor, if any, shall
receive compensation for the performance of its functions hereunder in accordance
with its Schedule of Fees in effect from time to time during the period over which
its services are performed.
L/l/l'(l~ .
~ ORI(lINf\,\,., I'Il\/ft\( 1:)( 1/11/1"1) I~I 11.ln.'tl; 7
IN 'ruE COURT OF COMMON PLI<~S OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
INRE:
TRUST AGREEMENT 011'
LEE R. SUNDA YAND
NELLIE M. SUNDAY
00 .!J :0
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NO. -97 ~'..:
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lUSCLAIME.R
-() f3'
The undersigne(. (1t",,,,,,I~ .. hw , as the representative of the
Middlesex United Metnodist Church, located in Cumbedand County, does hereby
disclaim any and all rights, titles and interests of the Middlesex United Methodist
Church arising under Article III(d-e), and Article IV(a)(xi-xiil, or any other Article
of the Agreement of Trust of Lee R. Sunday and Nellie M. Sunday dated April 24,
1996.
This Disclaimer is irrevocable and unqualified. It applies to all prior and
future transfers to the Trust under said Agreement, howsoover arising and from
whomsoever made.
t/) f)..~ .~Cl____
Dated this (p 'oay of ~-
,1997.
,,0 :J~'
(j~"L! u)
for: Middlesex United Methodist
Church
~ A.....-Gl f':-,.~/v'-
Witness
Lee R. Sunday and Nellie M. Sunday, as "Trustees" of said Agreement of
Trust, hereby aoknowledge receipt of this Disclaimer thislt1hday of.:'jme , 1997.
-;;/ ~. 02
Lee R. Sunday
'77 A.--U .' 0 /l1. .L..L-;j- _.....~
Nellio M. Sunday
'"
.'
. "
, '
SUBSEQUENT PRINCIPAL RECEIPTS:
................ oJ.......... .................... ..........
07/14/99 Ewing Brothere Funeral Home . (331.34)
Adjustment to inventory .
Refund of prepeid arrangements
10/05/00 Internal Revenue Service 1,398.00
1999 1040 r.efund
09/22/99 Keystone Financial Bank (8.57)
Checking Acct. #440981 .
,Adjustment to inventory .
Proceeds of account
02/04/00 Lee Sunday Trust B #431189604 29,036.96
. Annuity distribution due for
8/Z/97.6/10/99
02/04/00 Lee Sunday Trust A2 Non Qtlp 12,010.73
{/431188606 . Proportionate
share of income due as of
,6/10/99
02/04/00 Lee Sunday Trust Al Qtip 10,884.50
#431187608 . Proportionate
share of Income due as of
6/10/99
11/05/99 ~BNA . Credit card refund' 94.73
08/13/99 Nellie Sunday Trust #428224604 30,000.00
. Transfer for bill paying
08/16/99 Nellie Sunday Trust #428224604 114.00
. Dividend on 300 shares DQE
record date 6/9/99
08/16/99 Nellie Sunday Trust #428224604 60.00
. Dividend on 200 shares CSX
r.ecord date 5/25/99
08/16/99 ,Nellie Sunday Trust #428224604 15,408.69
. Inoome balanoe due Nellie
Sunday as of 6/10/99
-2-
, unit,.
#
4.
PROPOSED DISTRISUTIONS TO BENEFIOIARXES
Ourrent Value
riduoLlry
Aoqul.lit,.lon
Value
01' .. Noted
TO Oharitable Remainder Unl.truet'
.~--._---------------------------
Available Prinoipal Balanol' $ 3,769.90 $ 3,769.90
Available Inoome Balanoe, 5,013.37 5,013.37
OOmbined Balanoe Available
For 'Diatribution $ S,783.27 $ 8,783.27
............. ..........'..
'"
-17.""
. SlATIi: All taxes, interest and penalties
thereon payable by reason of my death wit,h respect. to property oomprising my
gross estate, whether or not passing under this Will, shall be paid from the
principal of my residuary estate, provided however, t.hat my Executors may call
upon the trust referred to in Item THIRD hereof to pay such taxes, interest and
penalties attributed to the extent the <1ll1'llmt distributahle to such trust under
Will before taxes. Taxes on future interests may be prepaid.
SEVEN'rH: Any beneficiary hereunder who dies
at the same time as me, within ten (10) days Mme, or under circumstances
wherein it shall be difficult or impossible to determine who died first shall be
presumed to have predeceased me.
E..ID..HTH: I appoint my spouse, LEE R.
SUNDAY, and FARMERS TRUST COMPANY, Carlisle, Pennsylvania, as
Executors of this my will. In the event my said spouse clUinot act or continue to
act as Executor for any reason, I appoint my sons, WAYNE L. SUNDAY and
ROBERT L. 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
acting with the FARMERS TRUST COMPANY as Executors, the majority vote of
all three Executors shall control.
NINTtj: My Corporate Executor, if any, shall
receive compensation for the perfonnance of its functions hereunder in accordance
with its Schedule of Fees in effect from time to time during the period over which
its services are performed.
/t.-1~ .
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REV.-1500
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REV.',1lOO EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVEN~IE INHERITANCE TAX RETURN
DEPT. 280001
'''"-=. H~.RRISBURG, ~~Z~O:9_~I_.,=.=,=,.~~-~~9!,~.IlJECEDENT _ ..
1, Reol EotOle (Sohedule A) (I)
2, Slocko ond Bonds (Soheduls B) (2)
3, Closely Held Corporollon, Ponnershlp
or Sole-Proprietorship (3)
4. Mongogss & Notes Roeelvoble (Sohedule D) (4)
5. Cosh, Bank Deposns & Miscellaneous Personal
Property (Schedule E) (5)
6. Jolnny Owned Property (Sohedule F) (6)
7, Inter-Vivo. Tron.ters & Mlscelleneous
RECAPIT - Non-Prob.le ProperTy (Sohedule G or L) (7)
ULA TION
14. Not Valu. Sub)..lto To. (Line 12 mlnu. Line 13)
15, Amounl 01 line 14
I""able ot Ihe .pou.ol
18)( ralo
See InstructIons on page 210r applicable percentage
18, Amount ollme 14
laxable 016% fale
17. Amounl olllne 14
lo..ble 0115% role 0.00_, ,15 (17)
18, Tax Ou. (18!..
19, CHeOK HllfllilF YOU ""Ii flllOUI!STING A flEFUND OF AN OVI!!RPAYMENT'j
>> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHECK MATH <<
Under penaltlos 01 perjury, I doclaro ihft'iTti'8VeO)(Ominod t~19 rOlurn, including accompanyIng Rchodulos and 8t8llomenlS, and 10 tho best of my knOW'iOCiQe
and belle', II ISlruo, correct and completo. Doclarallon 01 proparor olhor lhan Iho personal ropresonlativo 19 based on alllnformaUon 01 which preparer has
an knowlod9!J,
glCl ~: O(f1~'!lON/~E!lflONr,I%:E f'ORFI~,llHI RETUFlN AODflE!Hl
.' 'I..t!...LL i' I ,(" (:.J.__..__~_~~_<!.t:.t:~ched ___.
,nNAflHlf or' "Apl'MH' R HlllR UlAN f\U'fl!::SfNTIUIVf A()DflrS~
7P~~~oif'--ko.{,-:"'!-'--~-~:"""" .----=~;i~~;{ASt0ito:~5~ 595Q____... ~~o' ;',
CUIlY/I'il1'l1 formA SoftIYiVI Only, UIl1 NBlw, In~,
DECEDENT
CHECK
APPRO-
PfllATe
BLOCKS
CORflES-
PONOENT
TAX
COMPUTA-
TION
.,_.._____u_.".~___..__.~___~~.~.___._
____....__'....___.____."_....UK--------.____.____._
FILl! NUMBER
..:~lJ~~_~{!..~-~.__~~1 ~---==_ Ng3~.:~'-~.::~~__
DECEDENT'S NAME (l.AST, FIRST, AND MIDDLE INITIAl.)
SUnday, Nellie M. -'---1'-'-"--"'-'" .-. ......-.-. ....-.....-...-------.---............ .
SOCIAL SECURITY N~IMBER DATF OF DF.ATH ~ATE OF BIRTH
201-16-705Q..._____ ._Jl~~r/9~....-_--- __._____m_..._
I" AP "CAOLtl sunVIVINO "ou,,,. NAM' 1'.A9T, ~OCIAL SECURITY NUMBER THIS RETUflN MUST BE FILI!O IN DUPLICATE
IAS1, AND MIOOl-[ INITIALI' .
WITH THE REGISTER OF WILLS
1. OrIginal Raturn .~--- 2, Supplomontal Roturn -- ---TI-3~ (~~':.a~l~i:~~~~~:~-'-;;;~;l---
4. Umllod Estalo 4a. tJ~llu:~)ndl:~1~ta71~7~;~f;~~1} ~ 5, Fodoral EBlalO TR)( RIm Requlrod
e n.clltJ.nl Oled lnll', 7. b'e'd,nl Malntaln'd .l.I~lno Trull 0 T I I N I S I [) ,,_
. (Atlach r.op~ of Will) tAl tach copyot Trult) . 8. 08 0,0 a lJ OP(,Slt Du)(09
Lltl tl P d R d 10, S ou1A1 Pnv.fly C,.IIII(d1" 01 dfllln batWlfn .-n 11, Elacllllrllo la~ IIllda, flle III IJ(A)
g, a on roceo 9 aeONO , -JI~ 1\.1.:.l.:.llL ~.-1.J.. . tAuaer! ~r,t\Ol _ __
nile 8llCTlON MUeT 811 OOMPIIlTl!D, ALL Ol!flIlIlSPONDllNCE . CONFIOllNTIAL TAX lNFOflMATION ~.!iQ!ILO _lI!l.Pl!1!!1:!!~ TIL..
NAME COMPLETE MAILING ADDRESS
Peter J.. Resslerr E'Bql.li~ '__'___ 3401 N. Front Street
FIRM NAME (II Applicoble) ro Box 5950
M3tt~ Evans & \'bxJside Han-iab.lrg, PA 17110..0950
TELEPHONE NUMBER
717-232-5000
None
~ None
OFFICIAL USE ONL Y
None
None
1,021,290.32
None
734,219.13
8. Total G,oo. A...1o (tolol Llne01-7)
9, Funoral 6)(pOnSBS & Admlnlslr'liVe Costs (Schedule HI (9)
10, Debts 01 Decedenl, Mong, L1obllilles, & LienslB,". II (10)
(6)
81,272.48
2,757.91
1,755,509.~5
1" Total o../uollon. (Iotal Line. 9 & 10)
12. Net Valu. ef E.lole (Line 8 mlnuo Line 11)
13. Ch.rlloble ond Governmenlol Bequesls/Soo 9113 Tru.ts
lor which on elootlon 10 lox has nol been made (Schedule J)
(11)
(12)
84,030.39
1,671,479.06
231,098.69
(13)_
(14)
1,440,380.37
, ,0
(18)
~.40,380.37 ,
,06
(16)
86,422.82
0.00
86,422.82
DAlE
DAH
PA REV-1500 EX (1-97)
DlK?8dent'. Complete Addre..:
STREET ADDRESS
204 Hil!!:g:U<<\'IfL
Pago 2
CllY
Boil in rir
Tex Peyments end Credit.:
1. Tax Due (Page 1llno 18)
2. Credlla/Pavmenl9
A. Spousal povorty C,odlt
B. Prior paymonts
C. Dlacounl
/,mre--, ZIP
PA
(1)
86,422.82_
51,500.00
2,575.00
TOlal Credlta (A + B + C) (2)
54,075.00
3. InlerosVPonalty If appllceblo
D. Intoresl
E. Ponally
TolellnteresVPonelty (0 + E)
4. II line 21s greater than line 1 + line 3. enter Ihe diNerence. This I. Iho OVERPAVMENT.
Chlock box on Pogo 1 Un. 19 10 raqu.el . r.fund
5. IIl1no 1 + line 3 Is grealer than line 2. enler the dlNerence. Thl.I.lhe TAX DUE.
A. Enler Ihelnleresl on the lax due.
B. Ent.r Ihe total of Une 5 . 5A. This Is Ihe BALANCE DUE.
. Mske Check Payablo 10: REGISTER OF WILLS, AGENT
PLEASE ANSWEl'l THE FOllOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make s transle, and:
a. retain the use or Income of the property translorrod;. , . , . . , , . . , . . , . ' . . , . , , , , , , , , , . , , , , , ,
b. relaln Ihe right 10 designate whc 'hall use the property translorred or It. Incomo;. . . . . . . . . . . . . . . . , .
c. rotaln a reversionary interesl; or., . . . . . . . . , " , , . , , . ,. . . , , , . . , . , . . " . . , , . . , , . , , " , , " " , ,
d. recelvelhe promlso for IIle olellhor peymenlS. benefils or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. II dealh occurrod on or before December 12. 1982. did decodenl within lWo yoa"
preceding death transler property without recalving adequate co~slderatJon7 II death occurred
aher December 12. 1982. did decodenllranster p'oporty within one year 01 death without
receiving adequate conslderaUon? , , , . , , . , , , . . . . . . . , . , . . . . , . . . , , , , . , ,
3, Old decedent own an "In trust for" or payable upon death bank account or security
al his or her dealh? . . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . .. .. . . . . . . . . . .. . . . . .. .
4, Old docadenl own an Individual retirement account, annuity, or other non~probalo property? , , , . ,
(3) 0.00
(4)
(5) 32,347.82_
1M) 0.00
(5B) 32,347.82
Ves No
~ I
o ~
~ ~
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. 89118 (a) (1.1) (I) provided lor Ih. reducllon ollhe tax rele imposod on Ihe net value oll..nslors 10 or lor Ihe u.e at tho surviving spou.e from 8% 10
3% lor dates 01 death on or after July 1, 1994 and belore January 1, 1005.
72 P.S. 8911 B (a) 11.1) (II) provldod lor Iha reducllon ollho ra'e Impo.od on Iho nel valuo oll..nslers 10 or for Iho lIse ollhe surviving spou..lrom 3% to 0",(,
for dales 01 death on or after January 1.1995. The statuto daDS nol exomol a transfer to a surviving spouse Irom lax, alld lhe statutory requirements for
disclosure of assots and filing a tax return are 9tlll appllmtble oven illho surviving spouse Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY t. 1995 u Ploa.e an.wer tho lollowlng quesllon by placing on ","In Ihe approprlole space.
Did Iha dacedanl ar.al. 0 Irust or olmllar arrangamanl whlah Is solalv lor Iha aurvlvlng opollaa'o benolll lor his or har enllralllellma?
v.s 0 NO:@:
If you am:werod yes to fho above quesllon, thalax on Iho trusl or similar arrangomonlls pmHponad unllllhe dealh 01 tho second spouse, at which limo 11 will
be lully laxable allhe rale(.) appllcoblelo Ihe romalnder benoficlarvlies) Enler Ihe value ollhelrusl on Schedule J. Port II. In order 10 remove II from the
calculaUon of tho lax due in this ostnto. You may wish 10 lilo Schedulo 0 In order 10 make the olecllon available under SeolJon 9113, If the election Is medo,
the Irust or sImilar arrangementls taxed In the estate ollha ftrst decedent spouse, the portion of the trust or similar arrangomenl which benefits fhe surviving
spousa Is taxod at the lOID tax rlllo, and the romalnder Is taxed at the r8to(s) applicable to the romaindor beneficlary(jes), II you chooso to make the election,
YOll must a"ach Schodule 0 to a limoly~lIled tax roturn, along with Schedulo(s) K and/or M In order to show tho apportionment of tho tru8f or 81mllar
arrangement betweon tho surviving spouse and tho romalndor b(mohclary(IOs).
7 PA1S002 NTF 101170
Copynght FOfma SoltNare Only, 111117 Nelco, Inc.
"
Estate Ofl Nellie M. Slmday
SCHEIXJI..E: H, PART B - - Jl.dninistrabi ve l::b$ts
Page 2
21-97-049B
Item
No.
Description
lvrount
110.20
60.00
250.00
69.41
225.00
430.6B
,
455.00
46.15
225.00
324.12
40.33
95.00
99.00
225.00
B6.99
162.B5
177.75
65.00
_.
7. . '!be Sentinel - legal advertising
B Q.url::lerlaOO Law Jeumal - legal advertising
9 Diversified Awraisal Service - real estate awraisal
10 Sprint
11 Tax Preparation Fees
12 Glenn Ilany, Auctioneer - auctioneer's fee
13 Auction expenses - rut')tlerB, prepari.rg itemg for sale
14 Inspection of 95 Oldand:>ile
15 Lawn Care & trinmin3 Sluubs
16 GPU Energy
17 Fi.iJancial Services Cb. -. rronthly bank fees for estate aOCCllt\1t
1B Bidelspach r-btors - prepare vehicle for sale
19 Sooth Mid:Uetc>wn Twp. M.mJ.cipalAutmrity - water aOO sewer
service
20 Kristi L. Minnich - cleaning service at residence
21 1 Penn F'uel Gas, Inc. - fuel oil deliVE'.ry
22 USF&G cttTpany - autarobile lXllicy
23 F.ty O::Imunications - advertising for public sale
24 D&D Septic - lXlrtable toilet for public sale
'I'CmU... (Carry forward to main sohedule) . . . . . .
3/147.4B
.'
SlXIli: 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 THIRD hereof to pay such taxes. interest and
penalties attdbuted to the extent the .:un'lImt distributable to such trust under
Will before taxes. Taxes on future interests may be prepaid.
~ SEVENTH: Any beneficiary hereunder who dies
at the same time as me, within ten (10) days Of me, or Imder circumstance&
wherein it shall be difficult or impossible to determine who died first shall be
presumed to have predeceased me,
EIGHTH: I appoint my spouse, LEE R.
SUNDAY, and l<'ARMERS TRUST COMPANY, Carlisle, Pennsylvania, as
Executors of this my will. In the event my said spouse carinot act or continue to
act as Executor for any reason, I appoint my sons, WAYNE L. SUNDAY and
ROBERT L. 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
acting with the F'ARMERS TRUST COMPANY as Executors, the mEliority vote of
all three Executors shall control.
NINT,H: My Corporate Executor, if any, shall
receive compensation for the performance of its functions hereWlder in accordance
with it.\! Schedule of Fees in effect from time to time during the period over which
its services are pf3rfonned.
~.
., ," I, . ,,0' -~" '-
/1
~,- -
exhibit E
'LI. \!~'lllfl-\' ~Ii'i'l.r:(; f~lI (f."'....IllII'f."l WM,'("" !;/W ,P";(I''''''~
exhibit G
'"
,i'
"J
Ill"
r4IMI-"'l~1fJ#;'~IH'-LU- '
FEB-23 00 10104 FRa11 FIt-t. TRUST SERV CO 717-267-'1642
TOI7172361816
.PAGE I 06
APPRAISAL CBRTIPlCATB
I heX'lltby (lertHy that upon application for valuation by:
THE ESTATE OF NE~LIE M. SUNDAY
the un~ereigned personally inspected the following ~eacribe~
property:
All that certain tract of land situate in the Township of
South Middleton, CUmberland County, Pennsylvania, bounded and
described as tallows:
Beginning at a point; on the Eli!lt flide of Hilltop ROl1d,
which point is at line of Lot Number 51 as shown on the
hereinafter mentioned plan of Lots; thence by the East line,of
Hilltop Road by a curve to the right in a northerly direction,
130 teet to a point at line of ~ot Number S3 now or formerly
of Myrl Rice; thence by aaid land, South 37 degI'eea 40 minutes
East 195.9 feet to a point at line of ~ot Number 71; thence by
the line of Lot Number 71, South 44 degrees 50 minutes Weat
53.2 teet to a point at line of Lot Number 51; thence by the
line of Lot Number 51, North 59 degrees 30 minutes West, 201.8
feet to a point, the place of beginning.
Being Lot Numbe,t' 52 on Plan "B" of Surmi-Glo Gardens,
recorded in Plan Book 12, Page 1, and having thereon erected a
brick ranch house now known and numbered as 204 Hilltop Road,
Boiling Springs,
to the beat of my knowledge and belief the statement8
oontained in this report are true and correct, nnd that
neither the employment to m~ce this appraisal nor the
compensation ill contingent upon the value reported, and that
in my opinion the Market Value as of June 10, 1999 is:
ONE HUNriRED AND FIFTY-EIGHT THOUSAND DOLLARS
$1!;8.000
The property was appraised as a whole, subject to the
contingent ane;l limiting conditions outlined herein,
,r~-~~
Larry 1', Poote
Certified General Appraiser
GA-000014 -L
flEB-2J 00 10105 F1<l)'hFIt-L. TRUST SERV CO 717,,267-7642
1'017172361816
IXTBRIOJlI
Poundation:
Walll:
Sash:
Quttlrll:
Roof:
Conorete blook.
Brick.
Woo~-framld thermopanel.
Aluminum.
Asphalt ahinglea.
INTRRIOR, PRINCIPAL ROOMS:
Flooring:
Walla:
Ceilings:
Trim:
Hardwoo~.
Pluter.
Plaster.
Wood, natural fini.h.
ltITCHRNI Cabinet.: Wood, natural finish.
Counters: Formica.
Walla: Plalter, pilinted.
Flooring: Vinyl.
Sink: DoUble-bowl, stainleu neel.
BATHROOMs:
Flooring: Vinyl.
Walle: Ceramic tile and painted plaatar.
BathtUb: Built-in with shower or ahower stall.
Lavatory: Vanity or wall-mounted.
Water closet: Two-piece.
CONSTRUCTION: Joists:
Seams:
Columns:
Plumbing:
Wood.
Steel.
Steel.
Plastic and. copper.
HBA':\'ING:
Radiant electric in the oeilings an~ a heat pump,
HOT WATBR: Blectric, 82-gallon.
BLBCTRIC: Circuit breaker system, 200-ampere.
OTHER: There is a wood.-pellet burning stove in the base-
ment, whole-house fan in the hall, kitChenette in
the rear bedroom, brick fireplace in the living
room, central vacuum system, screened rear poroh
and a detached. frame storage building.
GBNlRAL CONDITION: The improvements are considered to be in
good oondition on the interior and on the exterior.
5
PAGE 109
'F'Ea"2~ 00 10.06 FROMlF'1.t-L. TRUST SERV co "117"261'16-1e
TOI71 1a!:l8UH6
f'AG1!:113
t>>IDllU.YINlJ AJlIIUMP'l'IONII AND LIMITINlJ
CONDITIONS BtmJlr.T TO '11119 APPRAISAL
1. I ...ume 110 ruponllibi I :lty I'or matters legal in nature,
nor do 1 render any opl niOIl u t.o the title, which is assumed
to be mark5ltllblll, Th,! prnpllrty ,ill lIppraised I1S though under
responsible OWl\f1Uh j p,
2. The laga] chuwripr i till Uf.lllc\ hf}n~in ill correct.
3, r hllvu madll no lJlIl"Vey of the propeny, and the boundaries
I1n tl1kfln trom l'ecolllll bt:llil'lVf~d t.o bfl reliable.
4. r I.llll!lume t.hat f'.hlltl't lit'" no hidden or unapparent oonditions
ot the PWPlnty. lluhllll i 1 or lJtructurf'ls which waul d render it
more or letlll vllJuuhht, T aul'lume no rellponsibility tor liUOh
condition. 01' fOl' llng,lnftl\l' Jng whiCh rnight be nquired to
diacovllr ll\wh tllcloI'II,
5. The int'Ol:11\llt, 1 011, r;;olimat.clI, Ilnd opinions furnished to me
and Contailler! j II I,h i D nport were obtained. trom sources
considered reltabln /I lid believed to be true and correct.
However, no reuponllibllit.y tor acouracy can be nSBumed. by me.
6. Thill repoI't i" to be UllOt! in itl'l entirety and only for the
purpose for which it Wllfl t'Cmc!l'lrl!ld,
7. Neither lI.l1 nor any part of the contents of thia report
(P.lSpecially finy conclUlli,on" UB to value, the identity of the
appraiser or l.hl.' firm with which he ia connected) shall be
reproduced. publillhert. or.' diaseminated to the public through
advertising medl.A, public relations media, newa medi'!l, saleB
mec1i/l, or any otlltlr pub] j C meUllIl of communication. without the
prior wri.nen con'HlInt and (lpprOVlll of the appraiser.
S. This appI'ilil'llll WIlS pruplll"ftrt fOl: the l!lxclusive use of the
client ic!entitlt1l1 un P<lllll five of this appraisal report. The
informAlti.on lllld ol,linionl'l COrlt a i neel in this appraisal set forth
the appnduer'lI b'Hlt. 'llldgolll/~Ilt in light ot the information
available III t,he time 01 the prtlpllration or this report. Any
use ot thio ~Pllr'duill by any other penon or ent ity, or any
reliance Of' ci",dHionll bued Oil thie appraisal ax'e the sole
rlilsponuibility and at t.liu Hole risk of the third party. The appraiut Accepta no rllllpllnoibUity for damages suftered by
any third purty all a rellult of reliance on or decisions made
or aoUoull tllk.lIn hllllfld on t h,lll report,
fI
-'.to .
~'L r,lOlI \"~' 'I'.IO'j .,1, .,~,l """I~IP:'I .....,,! ''''''Inl<'' lot Ii ,'W" "'i<i"
I'
",
EllhlbltJ
-i,
(Oll
IC-. I f!/ -/0
lURE AU Of INDIVIDUAL TAXES
IHHiRlfAHCE TAM DIVISION
Of:PT. za0601
HARtUSIURQ, PA 11128-16111
OOMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
\
(j
NOTICE OF INHERITANCE TAX
APPRAlSEHENT. ALLOWANCE OR DISAl.l.OWANCE
Of DEDUCTIONS AND ASSESSHENT OF TAX
07-17-2000
SUNDAY
06-10-1999
21 97-0498
CUMBERLAND
101
E...--A';;;;;;;t-R..iH~---J
--,:--==,,-~==--===...-_-=-~
._..._--------~._--
MAKE CHECK PAYABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
OUT ALONG THIS LItlE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
iii;V:i54j-iir-AiijlunZ:99T"iiiificE-Ciin-IiiiiiiiTAHcE-TAx"Apjiii'AIsEiiiiir;-iitrciiiA'ji'Cnjli--------m- -----
DISALLOWANCE OF DEDUCnONS AND ASSESSMENT OF TAX
NELLIE M I'ILE NO. 21 97-0498 ACN 101
DATE
UTATE OF
DAn OF DIATH
FILE NUMBER
COUNTY
ACN
I,
PETER J RESSLER ESQ
3401 N FRONT ST
PO BOX 5950
HARRISBURG
'0;,
,11]1 2'1
1..:1
PA (%I7UO-8488
ESTATE OF SUNDAY
TAX RETURN NASI (XI ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l E.t.t. IScheduI. Al
2. stock. ..... Bond. 1_1. U
3. Cl...ly Hold Stock/P.rtnerohlp Inter..t (Sohodul. CI
ct. Hortpge./Motoli RlKeiv_l. (Sche6ule DJ
5. taah/Bonk o.poait.l"i.c. P.r.~l Prop."ty (Schedule F.)
6. Jointly Gwnod Property ISchedul. f)
7. Transfer-II (Schedule Q)
e. Tot.l A...t.
I C_ED
111
(2)
131
141
(51
(61
171
-.........Q!.
.00
.00
.00
1. 021. 290.32
.00
734.219 .13
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hi.c. Expens.. (Scn.dule H)
10. o.ct./Hortgogo Lloblllti../Llon. ISohedul. II
11. Tot.l Ooduotlon.
12. Mat Vatu. of Tax R.turn
15. CIlIIrlbbl./Go~.rntten'tal hqutl.tSj Hona.l.oiad 9115 Trud. (Schedule J)
14. Net Value of eat.t. Subject to Tax
(9)
110)
81,272.48
..
"~.nu II I" 0'."1
NELLIE
M
2.75L.ll..
(111
(121
(131
(141
DATE 07-17-2000
HOTEl To in.ur_ pr0p4r
orad! t to your ecCOW'It I
oubollt tho _r portio"
of this for. with your
tax pa)'lMNlt,
1,755,509,45
A4.0~n 39
1,671,479.06
231,098.69
1,440,380.37
If an asses..ent was is.ued previou.1y. 1in.. 14. 15 and/or 16. 17 and 18 will
ref1.ct figures that include the total of ~ r.turn. a......d to date.
ASSESSMENT OF TAX:
15. ~t of ll~ 14 at Spous.l rat. (1&)
16. AtIount of tine lit b.)(abl. at Li".al/Cl... A rat. (6)
17. A~t of Line 14 taxable at CollateraI/CI.s, 8 rat. (17)
18. Prlnelp.l T.. Duo
NOTEI
TAX CREDITS:
PAVltElIT
DATE
09-08-1999
03-10-2000
RECEIPT
IUtBER
AA378999
AA407692
DISCOUNT 1+)
INTEREST/PEN PAID (-I
2 .7 fo . 53
.00
,00
1,440,380.37
.00
K .00.
X .06.
K .15.
(18)
.00
86,422,82
.00
86,422.82
86'558'35.~
135.53CR
,00
135,53CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
IF TOTAL DUE IS lESS THAN .1, NO PAVHENT IS RE~IRED.
If TOTAL DUE IS REflECTED AS A "CREOn" ICRI. VDU HAV 8E DUE
A REFUND, SEE REVERSE SIDE OF THIS fDMH FOR INSTRUCTIONS,)
AHDUHT PAID
51,500.00
32,347.82
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
---...-
TOTAL DUE
RESERVATION I Eltete. of ctNtdenh dying on Dr .fore o.o.bor 12, ."'2 ~. If MY future Inter..t in the ..tet. it tnn.terrtld
In po..."lon or InjoYMnt to el... I (ooU.tor.1l benefiClllrloll of the decedent Iftlr the explrltlon of .w ..t.ta for
lIfo or for yur., the C~olth hereby oxpr...lY ro..rv.. tho rlllht to opprol.. n ...... tr...for InhlrU.. Tu..
ot tho l..,ful CI,.. . (ooU,tor.U rot. on W'lY IlUCfI futuro Intoro.t.
_1If
NOTICE I To fulfill tho roqulrMOnt. of s.otlon l140 of tht Im.rit.-.oe -.d E.tate hK Act, Act 21 of 1995. (72 P.S.
s.cUon 9140),
PAYMENTl Oet-m tn. top portion of thit NoticI .00 subIllt Mlth your PlVHht to tn. RelIht.r of NUb printed on the r.v.rN "....
--H.h cMdo; or aoMY oreMr payable tOI REGISTER OF' MILLS I ADENT
REfUID (CR) I A r.fund of I tax credit, which 1fII' not reql,..t8d on the lox R.turn, NY be requa.ttad by cc*ploUng 11M "Application
for R.fUnd of P,""lylvanla Inherltanc. and E.t.ta T.x" (Rf.V~13l~). AppIAcatlon. are Ivatltblt at tho Offloo
of tho R..I.t.r 0' Will., any of tho 23 R.venue hl.trlct Offt~., or by ceIling tho special 24-hour
an~rlng ..rvle. nuoa.r. for for.. ordarlngl In Penn.yIVMl'a l~eOO']62~205D, out. Ida PanntYlvwnla and wtthln
10011 Harrisburg orea (111) 181-8094, Service. for ta~IYar. with spoclal helr1ng end ~Ing ~"
1-IOO-441~5020 (TT only).
otIJECTll1NS1 Any party In 1nt.r..t not ..thfled Mlth tho epprals...,t, eUowanc. or dlsellowance of riaduotlM', or ........"t
of taK (Including discount or jnt~re.t) .. shown on thi, Hot1ce .ust obJoot within .ixty (60) day. of recoJpt of
this Notice bYI
uNrltt... prote.t to tha PA Dep.rtMnt of R.vanue, Board of Appeals, Oept. 281Oll, Herrhburg, PA 17ll1-1I21, OR
ueloctlon to haVe the ....tter det.r.ined .t .UtUt of the account of the par.onel r.ruentaUv., OR
. weppoal to the Orphans' Court.
ADtUN
lSTR~TIVE
CORRECTIONS I
Feotuel errors t1iscov.rad on this .......wIt thould be addr...ed In writing tal PA DapartMnt of R.venu.,
lur..u of Individual Ta~.s, AT'Nl Po.t A....~. Rovlaw unit, Dvpt. 280601, Horrllburg, PA 111ea-0601
~ (111) 111~6505. See paaa 5 of the booklet "Inltruct1ons for Inherlt~. T~~ R.turn for a R..ldent
~t" (REV-ISOI) for an .~plenotlon of od.lnl.tratlvely corrfIQttb18 .rror..
DISCOUNT :
If 1lf'I)' tax duo It p.ld within tllr.. (3) calendar IIOnths aftllr tho decedlnt.. da8th, . five percent (5X) dhcount of
tho t.K paid iK .Ilawad.
PENAlTYI
The I~( tax e.Melty non-participation ~lty 1ft cOMput.d on the total of the taK and Int.ro.t .a....ad, .,~ not
paid hafora Jonuory 14/ 1996, the flr.t day .fter the end of the t.~ .-na.tv period, Thl. non-partloipatlon
penalty Is IIPPMlabl. In tho IMMI .BnOCIr end In the tho IOIMI tlM period er. you would ~al the taK end Intllrut
that hat been ......ad ai Indloated on thl, ootlo.,
INTEREST I
Intor..t it charged beginning with flr.t day of dfl1Jnquency, or nlM (9) IlOf1thl and one (1) dBy frOll the dlt, of
death, to the date of pav-ent. TaKel which bacaae o.llnquent before January 1/ 1982 bear Int.r..t at tho rlt. ot
.IK (6~) peraant per 80nUI calculatad at a daily ret. of .COOI64. All t.~.s which beG... delinquent on end aft.r
J8nUIlry I, 1982 will bear Int.rost ut tl rate which NI11 vary frlltl calendar year to caillfldar y.er with thet ret.
..lounced by the PA o.,parh.ent of R.VNUl, Tho -w1Jeeble Int.r..t ra'tas for 1982 thrOOllh 2000 .r.l
!!!! Int.r..t Rat. 2!.!.!.L,Int.r..t Factor !!!! Inter..t Rat. Dally Int.r..t FKtor
,"", '0' ."05048 1981-199' 112 ,OOU'1
'9ll3 '6J: ...."38 '99' 9. .100241
''1M 11;( .000nO} 199]-19941 '" ,000192
."". B" .000356 1995~1998 9' .0002"1
,- 10~ .000214 '999 72 .000192
'''''7 9' .nOlO l." 0' ...0219
~~Inter..t it calcul.tlld e. follw.l
INTEREST c BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQ~T X DULY INTEREST FACTOR
~~Any Notice itlUld .ft.r thcl tit)( becoM. dlUnquant will r.floct In Int.r..t C.IC411.Uon to fift.., (5) day,
beyond the data (If tho ..H....,t. If PI.,..."t it ... aftar the Int.r..t cMPUteUon date shown on the
Motlet, Iddltlonel Intar..t .u.t be caloul.tad.
J 5-/<((<1 -/rJ
COMMONWEA~TH OF PENNSV~VANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
('
,,,1/
c,f....
*'
BUREAU OF INDIVIPUAl TANES
IHUt:RtlANCl fAil IIllJISJl)N
()fIll, t8DbOI
HAJUUSIHlM'll, PA 1111fl-ObOl
.H.lUl U I" Cll-"l
PETER J RESSLER ESQ
5401. N FRONT ST
PO BOX 5950
HARRISBURG
'UII ,,[[I.'
'i'
DATE 08-07-2000
ERTATI! OF SUNDAY NElLIE M
DAT! OF DEATI! 06-10-1999
FILE NUMBER 21 97-0498
COUNTY CUM8ERLAND
ACN 101
r--=:~~~!.:R..jt~ ---1
t_____c______~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
l ~; \
PA 17ttll0
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOlE 1 To inaur. prop.r o,..dH to your aooountJ .ubtnit the upper portion of thh forlt "ith your hI< p.YlMHlt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEy:il.ifj-ii["A"p--ii'F99Y"-----iiiiii-iiiH'Eii'fANCrTAini;:iifEHENT-ifF"-jlccouiif--ii.ii--------mm-------
ESTATE OF SUNDAY NElLIE M FILE NO. 21 97-0{,98 ACN 101 DATE 08-07-2000
THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. S~ BELOW
IS A SUl1I1ARV OF THE PRINCIPAL TAX DUE, APPI,ICAl'ION OF All PAVHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE,
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 07-10-2000
PRINCIPAL TAX DUE._
86,422.82
PAVMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
09-08-1999 AA378999 2,710.55 51,500.00
03-10-2000 AA407692 .00 52, 3{17 .82
07-20-2000 REFUND .00 155.53-
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1,
NO rAV~ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU NAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSIRUCTIONS, I
TOTAL TAX OREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
86,422.82
.00
.00
.00
I I
JJ? J. s'O('}
11.50 .
1:1. 9.0:E! (J~,~
'7(7(;0 ~,03
,) g's- 00
I
/.50
/{~ 9.~3 0.3
~-~- :5" ()?
<>-0
PAVNENT,
DtltlOh tl.. ,top porUon of thh .....Uoe Ind ,UbIllt ..Uh your PIYMnt IIkM Plyl!bl. to the ".. Wtd Iddrl"
prln1ctd on the river.. .Jde,
If RE~tOEMT PECEDENT .... ohtlclt or IeOfMY arMr plyebie tal REGISTER OF WILLS, AQENT.
If NOH'"RESJDENT DECf:DfNT eatl;. chock or loney order PIYibl_ tOI COHttONWEAL TH OF PENNSVLVANIA.
REFUND (CR)I A r.fund ot . bx orildJt, which wa. not r.quected on the Tal< Return, ..y be r~.t<<l by ooeepl.Uno IIn
"Appllolt1on tor Refund of P.w1.ylvanh Inheritance and Ett.t_ Tal(" (REY-UU)' Applioatlon. er. aVIUIb1. at
th8 Office of thl RIgI,t.r of Willi, any of the 23 Revenue Dt.triot Of~lc.. or fr~ the o.Plrt.-nt" Zqahour
1In...."lng ..rvine nu.ber. for lorllll orderJnal In Plnn'Ylvanle 1~aOO-36ZR2050, outslckt P,nnly!vltlia IInd
within 10081 HarrAsbUrg .r.. (711) 187.8094, S.rvlce. for taxp~y.r. with wpeolal hearing 8nd ~lna
need. I 1~.OO-447-30Z0 C1T cnly).
REPLV Tlh
Qu..tlon. reoardlng arror. oontalned on thl. notloe .hoUld be addre.sed tOI PA Depart..nt of Revenue, BUreau
of IndIvIdual TIM.', ATTNI Po.t A......-ot R.vl.w Unit, Dlpt. Z80601, Harrl.burg, PA 11128-0601; phone
(17) 787-6505.
DISCOUNT I
If any tax due I. paId withIn three (3) oal.ndar ~nth. after the dacedent". death, ft five parcant (5X) dlloount
of the tax paid It allowed.
PENALTY I
The 15% tax aInIlty non-participation plna1ty I. c~utad on t~ total of the tex and lntara.t .......d, and not
paid blfor. Jenuary 18, 1996, the fir.t day after the and of the tax ..nesty ~Irlod,
INTEREST I
Int.r..t I. charged blglnnina with flr.t daY of dall~quanoY, or nine (9) Ianthe and one (1) dey frOM the data of
~ath, to tho dat. pf pay.ent. TaXI' whloh bee... delinquent blforl January I, 1982 bear Inter..t at thl rata of
11M C6%) percant par annUM oa1oulated at a dally rate of .00016~. All taxa. whloh bao..a delinquent on end aftar
January 1, 1982 wUl baar Intar..t at a rata whloh will vary frOM oalendar Ylar to oal.nctflr Ylllr with that rlt.
~lOed by the PA n.part..nt of Rev.nue, lhe applioable intere.t rate. for 1982 through 2000 erll
Va.r Int.r..t Rate DaUy Interlst Faotor Vllr lnt.r..t R.te DailY lntarllt Faotor
1982 20% .000&48 1988-1991 11% .000301
1983 16% .000438 1992 9% .000247
19" 11:< .U00301 1993-1994 7% ,000192
1985 13i: .000356 1995-1998 9% .000247
1986 lOX .000274 1999 n .000192
1987 9:< .0002'47 2'000 a% .000219
--Int.r.ot I. o~loul.ted as followlll
INTEREST . BALANCe or TAX UHPAIO X NUNBER or OAva DELINQUENT X PAILV INTEREST PACTOR
-~AnY NoUea j..ued after the tflll beoo.u del1nquant will rafl.ot an Intere.t oalculntlon to flft..n (IS) dayS
beyond tne dftte of the a.....Hnt. If pfty.ant h ..da aftar tho intar..t ClDtlPutatlon data .hown on the
Notice, additional Jnterest .Ullt be oaJClulat.d.
PlJlllIost 01'
MOTICEI
To fulfUl the r'qUlr8lHMltl af S.4Uon 214& (bJ of the tnherltana. ."d Elt.h bx Aot, Aot n of 199&,
(72 P,S. 8.otlon 914&),
PAYMENT I
o.t*Oh the top portion of thl, Notlc. .od suo.lt with your Ply..nt to tt~ Register of Wtll_ printed ~ the
rlv,rl. I1du.
....Hek. chlo,," or 10M)' order PlY,blt tal REGISTER OF' MILLS, AGENT.
REFUND (CRJ I
A refund of a t.~ orldlt aay be rlque.tcd by oG4p!ltlno an "Appllcltlon for R.fund of P~'YlvIOJ.
InhorltM'lOti and Estate TOI(" (REV.1313J, AppUoeUonl Ire avaHabl, .t the OfficI of the M1lIhhr of tlUh,
InY of the 23 Revenue DJstrlct Offlo.. or froM the Depart..nt's Z~-hour ,"'MIring ..rvlee ~ber. for for.. orderlngl
In P.nnlYlvanle 1"600-562"2050, out~ld. PlnnsYlvlnla and wlth!n looal Harrisburg ar.. (717) 787"8094,
Servlc.. for t.xpIYlr. with 'Plollt heeriNG and ,peaking neld'l 1.aOO~441MS020 (TT only).
OBJECTIONS I
Any p.rty In Intlrut nnt ...thflld with the e.."...nt of tax a. nho.,., on this notio. ..y object within
.IKty (60) day. of rlc.lpt of thl. Notice bYl
MMwrlthn prote.t to the PA Peparbent of RevenuA, Iloard of APp.als, P.pt. 281021, Harrlshurg, PA 11l28MI021, OR
M~.I'ClUflQ to hlv. the .att.r detlraln.d at Iludlt of the p.r.oo.lrepr...ntativ., OR
-Mapp..lto the Orphans' Court.
ADHIM.
ISTRATlVE
CORRECTIONSI Faotual error, dl.oov.red on thl. .......Gnt should bl .ddr....d in writing tal PA Dep.rt..nt of Revenue,
Bur..u of Individual TaK", ATTMl Po.t A.s.....nt R.vlew Unit, Dept. 280601, Harrl.burg, ~A 17128M0601,
Phone (711) 787M650S, S.. page 5 of the booklet "InNtruotlnns for Inherltanoe Tax Return for 8 Re.ld.nt
DeOldent" (REVM1S01) for an explanation of adMlnl.tr.tlvely corr.Clt.b1e IrrClrt,
.tf.MALTVI
The 15% taM ..nG.ty nonMpwrtlolpetlon panalty Is coaput.d on the total of the tftK and Intare.t al.....d, and not
paid bofore Janu.ry 18, 1996, the first day aftar the end of the tax a.ne.ty parlod. Thl.nonMpartlolpatlon
pe~lty 1. app.alable In tho .~. aanner and In the the .... tl.. p.rlod a8 YOU wo~ld appeal the t.M end Intere.t
that h., be.n .....sed a. lndl~ated on thl. notlca.
INTEREST I
For d.t.. of d..th on or aft.r 10-3-91, P.nnsYlvanla E.tate TaK ba..d on the Federal E.t.t. Tax
r.turn baco..' delinquent .t the expiration of nln. (09) .onth. froe the date of d..th.
For tt.t.. of d..th prior to 10M]M91, PIMsYlvilUlla Elilta'ta Tax balld on the Feder!ll Esteta Tax return
b8ClOIIU delinquent at the expiration of elght..n (181 1I0nth. froa the date of death.
Taxe. whloh ~C... delinquent before Janu.ry 1, 1982 b.ar Inter.st at the rata of ,Ix (6%) parc.nt per ann~
o.lvulatud at . dally rat. of .000164. All tax.. whloh baoaa. delinquent on or aftar January I, 1982 will be.r
Intere.t at . rate which will vary frOM cal."d~r year to oalendar year with that r.t. .nnounc.d by the PA
Departaent of Rev.noe, The .ppllcable lntereet rates for 198Z through 2000 ar"
Ve.r Int.....t Rate Dally Int.r.st Faotor V.er Inter..t Rate DaUy Inter.st Faotor
1982 tOlC .000548 1988-1991 11lC .000501
1985 16;~ .000458 1992 9~ .000241
1964 Jl~ .000301 1993~1994 n .000192
1985 13X ,OO03~6 1995-1998 9% .000241
1986 lOX ,000274 .1999 7% .000192
1987 9~ .000247 20nO 8% .000~19
.-lnt.r..t II oalcul.ted a. followl'
INTEREST . BALANCE OF TAX UNPAID X NU"BF.R OF DAYS DELINqUENT X DAII.Y INTBllEST FACTOR
-~Any Motloe luued .ftar the tal( baco... d.llnquent wUI raU8Clt an Intar..t oalculatlon to flftaan (5) dlYI
beyMd the da"te of the ...a....nt. If pay.ant It aad. after the, Inter'flt oo..,utatlon date shown on th4l
Notlcl, additional Intere.t IU.t be caloulat.d.
PURPOSE OF
NOTICE I
To fulfill the requir..-ntl of liotion 2140 of the Jnh,rltanoe and Eltat. TaM Act, Act 23 cf 2000. (72 P,SI
Sectlon 9140),
PAYMENT I
Det.oh the top portion of this Notice end subllt with Nour puveent to the Regllter of Wills printed on the
rever.. I1de.
,,~ Hake check or HntV order payablo tOI REGISTER OF MILLS J AGENT,
REFUND (CR)I
A refvnd of e t.~ credit aay b, requested by cc.pl.tlng an "Application for Refund of Pennlylvanl.
Inherltanoe and Estate laM" (REV~1313), App1lc.tlons aro available .t the Offloe of tho Regllter of Willi,
any (If the 2! Rev.oue Ohtrlct OffiCII or frOll the Oepart.ent's 24"hour answering lorvloll fcr foru orderlngl
1~BOO~362-2050, s.rvloe. for ta~p.yer. with .p.olol h.aring and/or speaking n~.dsl 1-BOO~447-3020 (11 only).
OBJECTIONSl Any party In Interlst not satl.fled with th~ ..a.....nt of t.~ as shown on thli notloe .~y Objeot within
.IMty (60) days cf reoelpt of this Notlo. bYl
w~wrltt.n prot..t to the P," Dlparteent of Rlvenue, Board of Appuh, Dept, 281021, HlIrrhburg, PA l1li?8wlOZ1, OR
~-.leotlnll to havR the .att.r, deter.lned at audit of the p.rsonal repr.a.nt.Uv., OR
"~app.el to the Orphan.' Court
ADMIH-
ISTRATIVE
CORRECTIONSl factuel .rror. dl.oov.red en thl. ........nt .hould b, addr8..ed In writing tal PA n.part..nt of Rev.nu.,
Bur..u af lndlv'dual Ta~eD, ATTHI POlt AS.8s...nt Revl.w Unit, O.pt, 280601, Harrl.burg, PA 171Z~-0601,
Phon. (117) 187-6505. S.. page 5 of the booklet "In.truotlcn. for Inherltano' Tsx Return for. Re.id.nt
Pao.dent" (REV~1501) fo,- an 'MPlanatlon of .d.lnhtroUVelY corr.ctllble .rror.,
PENAL TV I
The 15% taM .-na.ty non'p.rticipatlon pen~lty Is ooeputed on the tot.l o~ the tax and Int.r..t .......d, and not
pald before January 18, 19Q6, the flr.t day aft.r tho end of the taM alne.ty p.rlod, Thi. nonwpartlolpatlon
penalty I. appeaJable In the .... .anner and In the the .lle tl.e period a. yoU would arP..1 the t.M and Int.r..t
that he. b..n ..a....d .. Ind.oated on this notloe.
INTEREST I
Addlt1on.1 Peoo.Ylvanla eltatg' TaM asse".d .. a ".sult of ft ohang. on the F.d.ral Estate T'M olo.lng
l.tt.r beeo... dellnqu.nt at thl; .~pirlltlon of one (l) .onth froll the d.te th. final noUce of the'lncrla'f!
In Federal E.tat. Tax I. r.o.lved,
TaM" which b.c.eo d.llnqu.nt before January 1, 1982 b'~r Intere.t ftt the rat. of .IM (6%) percent p.r annuM
oaloulated at a dally rnt. of .00016~, All tax.. whloh b.c~' d.linquent on or after January 1, 198Z will bear
Inter..t at. r.te which will very ~ro. oal.ndar year to oalondar year with thet r.t. announo.d by the PA
Depart..nt o~ R,vlnu., Th~ applloable lntera.t r.t.. for 1982 through 2001 .rel
~ Jntare.t Rate Dally Intereat faotor :!!!r Int.re.t Rate D.lly Int.rest Faotor
--
1962 20% ,000548 1992 91: .000247
1983 16Y. ,00008 1993-1q94 7% .000192
1984 llr. ,00030J 1995"1998 91: .000247
1985 UY. ,00035b 1.999 7% ,000192
1986 10Y. ,000274 2000 3% ,000219
1981 9% ,000Z41 2001 9% .000247
1988w1991 111. ,000301
wwlntereet I. caloulat.d as folloWSI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELI"qUENT X DAILY INTEREST FACTOR
"'~ny N(ltlcn Issu.d aft.rthe taM beco." d.linquent "Ul reflflct rln Inhwost calculation to fifteen (IS) days
beyond the dQto of the (hi.us.ont. If pay..nt ls ud. ttfhlr the Int..'est oo.putation date shown on the
Hothlel nddltloual lnhH",t lust ho o"lcul"ted,