HomeMy WebLinkAbout97-00544
E.llille ojCARRIE E. ORRI.\', Dc('(''',lcd.
I)ETITION FOR I)ROHAn: nnd GI{ANT OF U:TTERS
Nt'll,l,: M' '~'~C-Tt::-; ~ 9.J.:"_ ~~y
ury, ,eWIS
Register of Wills for the
County of Cumherlund inlhe
Commonweallh of Pennsylvunla
Socli,l SeCllrlt)' No, 160-.'4-724.1
. ,'Tbe petllion of the undersigned respeclllllly represenls that:
Vour petitioner, who is 18 yeurs of age or older, Is the executrix lUuncd Inlhe IlIst will of the above
decedent, dated Septemher 5, 19~;' "frYC)
(staW rclUVlllll clrliUllIslanws, l:_~ rClIIlIlCUIlIIIIl, delllh of execlltor, cIC,)
Decedent was domiciled lit death In Cllmhcrlllnd County, Pennsylvllniu, wilh Iwr IlIst tinnily or principal
residence ut 954 Wertzvillc Road, EuslPennshoro Township, Enola,
(list slrl.'4:l, 1II111l1M:r wid Illunldpulily)
Decedent, then 80 yellrs of IIge, died MIlY 27, 1997, lit Munor Care, 940 Walnut Boftolll Road, Carlisle,
Cumberland County, Pennsylvunia,
Except as follows, decedent did uot marry, was not divorccd and did not havc a child born or adopted
after execution of the will offered for prohatc; WIIS not the victim of a killing and WIIS never adjudicated
incompetent: NONE APPLICABLE,
Decedent at death owned property with eslillllltcd vlllues as follows:
(If domiciled in Pa,) All personal property $ 400,000,00
(If not domiciled in PII,) Personal Property in Pennsylvania
(If not domiciled ill Pa,) Personlll Propel1y in County
Ylllue of real estate in I'ennsylvllnia $ 100,000.00
situated as follows: 954 Wertzville ROlld, Enola
WHEREFORE, petitioner resllectfully rcques"; thc prohate
presented herewith ani! the grant of Ict ers lestlllllental)' lhereon,
(1cslamenlar)'; oomlnlslrutloll c.I,U.; m:1mini:itmtlon d,b.n.c,l.a.)
it.~k
of
the
last
will
KA TIlI.EEN K, PUTT
950 Wertzville Road
Enola, PA 17025
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COMMONWEALTH OF I'ENNSYLV ANIA
COUNTY OFCUM8ERLANO
OATH OF PERSONAL REPRESENTATIVE
} ss
TIle p'ltitioner aboVll-nllmed slVeal's or aflinns thllt the statemcnts in the foregoing petition lire true and
COllect to the best of the knowledge and belief of petitioner and lhat. as persollul represelltative of the
above decedent, petitioner will weiland truly IIdminisler the cstate IIccording to law, Il
Sworn to or aflinned IInd subscribed before me ~ . /a-t-f I"'_A ;/ f ft.c:(:
~I 3RDdi~Y~, ~~NE, ,19jJ, . T,Ar'1I~11f-'
MA Y C LEWI S I'!!".! erd
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No. 21 - 97 -. 544 -
Estate of Car de F.. Or ria
, De~ealled
DECREE OF PR08ATI': AND GRANT 01" U:T'l'ERS
AND NOW JUNUb-------- 1922-, In comlderullon of Ihe pelltlon on .
Ihe reyersc side hercor, IlIllllllc10ry luour hllvln~ been prclcnlcd before me,
IT IS DECREED Ihallhe InIIrUmcnl(l) dalcL~~mbe r 5, 199L__
dOlcrlbcd Ihereln be admllted 10 probale IInd lIIed of record allhe lall will or -
_ Carr~e E. orris
and Lelters T"s~.am"ntary
lire hereby aranled 10 Ka th leen_ K. pu t t
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R'sliIOr or Will. ~
MARY CLEWIS
FEES
probllle,' Lellera, EIC, "".",' $ 340.00
Shorl ccnlllclIlcs(B) """"., $ '4 no
Rernlnclallon """""""" $
x-pages $_9.00
JCP ~
TOTAL _ $ 37Tl'.OD
Plied "...." ~~~,~ ,??,'. ,m?" , , , , . , '" ,
Georqe ~. vauqhnt-]l1 (25650)
^T1'oaN~Y ISUP, Cl. \.D. No,)
3904 Trindle Road, Camp Hill, p~
17011
^\)Da[~.S
(717) 975-9102
PllONE
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CARRIg g; ORRIS
I, ~Ig g. ORRIS, of East pennsboro Township, Cumberland County, Pennsylvania,
declara this to be my last will and revoke any will previously made by me.
ITDoI I. I direct that all my just debts and funeral expenses, including my
grnvamarker and all expenses of my last illness, and any and all taxes and assessments
I imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid fran my residuary estate as soon as practi-
o cable after my decease as a part of the expense of the administration of my estate.
ITDoI U. I give and bequeath the sum of '!Wenty-Five Thousand ($25,000.00) Dollars
to my daughter, NORMA SGRIGNOLI, provided she survive my death by thirty (30) days.
ITBM Ill. I give and bequeath all of my household goods, automobiles, jewelry,
and all other articles of household and personal use, equipment and ornament, together
with all. insurance thereon and relating thereto, to those of my issue, per stirpes, as
,
survive my death by thirty (30) days.
~
~; ITEM IV. I give, devise, and bequeath all the rest, residue, and remainder of my
~ possessions and estate of every nature and wherever situate to those of my issue, per
stirpes, as survive my death by thirty (30) days.
It is my request that, when making
~
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distribution of any items of my personal property which may have been given to me by
heirs in my estate, my executor shall endeavor to return specific items to the donor.
ITEM V. I appoint my daughter, KATHLEEN K. PUTT, executrix of this rrrt last will.
Should my said daughter predecease me or otherwise fail to qualify or cease to serve as
1
executrix of this my last willi I appoint my da~ghter, NORMA SGRIGNOLI, executrix of
this my last will.
ITEM VI. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions of this will,
I hereby give to my personal repr.esentatives the following powers and authori ties
effective without court approval and until actual distribution of all property: to
compromise any claim or controversy; to make distribution in cash or in kind, or partly
in cash and partly in kind, and in such manner as my personal representatives may
determine and at valuations finally to be fixed by them; to invest in all forms of
property, including any stock or oUler securities in any corporate fiduciary or its
successor without restriction to investments authorized for pennsylvania fiduciaries,
as my personal representatives deem proper, without regard to any principle of risk or
diversification; to retain any or all assets of my estate, real or personal, without
regard to any principle of risk or diversification; to sell at public or private sale,
to exchange, or to lease for any period of time, any real or personal property and to
give options for sales, exchanges, or leases, for such prices and upon such terms or
conditions as my personal representatives dean proper; and to allocate receipts and
expenses to principal or income or partly to each as my personal representatives deem
proper in their sole discretion.
I'nH Vll. I direct that my personal representatives and fiduciaries shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS 1iIIERI!XlP, I have hereunto set my hand and seal this
.h :ri day
of .~fI
, 1990.
IfJd.1.n tL 1_,(1 AA 'J
CARRIE E. ORRIS
2
'rho preceding instrurnent, consisting of this and two other typewritten pages, each
identified by the signature of the testatrix was on the date thereof signed, published,
and declared by CARRI~ E. ORRIS, the testatrix therein named, as and for her last will,
in the presence of us, who at her request, in her presence, and in the presence of each
other, have subscribed our names as witnesses hereto.
()
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IU~EAU 0' INDIVIOUAL TANEI
I",UIUN([ IAN DIYIIIOH
11[,1. tIO."
IlA.." IIIUl110, PA If U'" 060 1
COMMONWIALTH OF PINNSVLVANIA
DIPARTHINT OF RIVINUI
c..
.
HOTICE 0' INHE"ITANCE TAN
A"~AIS'"ENT. ALLOWANCE O~ DISALLOWANCE
OF DEDUCTIONS AND AISEISNEN1 OF TAX
IIHUI U I" nt.tll '
GEORGE A VAUGHN
3904 TRINDLE RD
CAMP HILL
DATI
ISTATI OF
DATI OF DIATH
FILl NUHlIR
COUNTY
ACN
CARRIE
05-11-98
ORRIS
05"27-97
21 97-0544
CUMBERLAND
101
[ ~~t..!!.ltt~d~l
MAKI CHICK PAY AIL I AND RIMIT ~AVMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINI ~ RITAIN LOWIR PORTION FOR YOUR RICORDS ...
ili\i:mriiCA;:p".Cii'9:nrNiiTXCi" OP-iNiiiiiiiAifci"'fA'x" A"piiiiA "iiiiiINt.'-.ALloWANCi-oii'."."..-"--.-...
DISALLOWANCI OF DEDUCTIONS AND ASBESSMENT OF TAX
CARRIE E FILE NO. 21 97-0544 ACH 101
III
PA 17011
ISTATE OF ORRIS
DATI
05-11-98
TAX "ETU~N NAS. (X I ACCE'TED AS FILED
RISIRVATION CONCIRNINO FUTURE INTEREST . SEI REVERSE
APPRAISID VALUE OF RETURN BASlD ON: OIUGINAl RETURN
I, "..1 E.t.t. (Soh.dul. Al
2, Stooke and lond. (Schedul. II
I, Cloa.ly Hold St.Ok/,..tn.'.hlp Int....t (Soh.dule Cl
~, Ho.t...../Hot.. ~...i..bl. (Soh.dul. 01
S. C..h/lank D.p..it.l"i.o, '...on.l '.oparty (Soh.dul. EI
6, Jointly Owned '.opo.ty (Soh.dul. FI
7. Tren.fa,..e (Schedule OJ
a. Total A.aat.
I I CHAHClED
84,000.00
.00
.00
.00
114i878Lll..
16.007.28
220.548.22
III
nl
(21
III
(~l
Ul
(61
(7)
NOTE I To in lure proper
o,.....J t to )pour 1lO0ount,
aubtoU the ..p.r podion
of thl. for. with you.
t.. P.".."t,
435,434,43
APPROVID DEDUCTIONS AND EXIMPTIONS:
9. Fun.,...l EMPana../AdM. Coatl/Hila. ExPln... (Sohedule H) c,)
10, Dabh/Hod.... LiabUiU../llana (Sohedul. II nOI 6.400,94
11, Tohl D.duotlon. (11 I
12, Het V.lue of T.. Ratu.n n21
18, Ch.,Uabla/GoY.'"..nt.l 8__lh) Non-daot.d 9113 T.uah (Soh.dul. .II (111
l~, Het Value of ht.t. Subjaot to Ta. n~l
NOTI: If.n ........nt w.. 1..u.d pr.v1ou.ly, 11n.. 14, 15 .nd/or 16, 17 .nd 11 will
r.fl.ct figUr.. th.t 1nclud. the tot.l of ~ r.turn. .......d to d.t..
AISISSMINT OF TAXI
15, A.aunt of Lina l~ .t Spou.ll .at.
16, Aaount of Line l~ t..abl. .t Lln..l/Cl... A .at.
17, Aaount of Line l~ t..abl. at Coll.tl..l/Cllaa 8 ..t.
la, ,.inoip.l TI. Du.
TAX CREDITS I
'AY"ENT
DATE
o -21-97
02-20-98
16,028,34
".'''0 ?A
413,005,15
,00
413,005,15
nSI ,00
ll61- 413,005,15
ll71 ,00
x,OO.
X .06.
X .15.
nal
,00
24.780,31
,00
24.780,31
RECEIPT
HU"IU
AA211665
AA269779
DISCOUNT l+ I
INTEREST/'EN 'AID (-I
947,37
,00
AHOUNT ~AID
18,000,00
5,832,94
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUI
24,780,31
,00
,00
.00
w IF 'AID AFTE~ DATE INDICATED, SEE ReVE~SE
FOR CALCULATIOH OF ADDITIONAL INTE"EST,
IF TUTAL DUE IS LESS THAN .1, NO 'AYHENT IS ~EQUI"ED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" IC~I. YOU HAY 8E OUE
A NEFUND. SEE REVERSE SIDE OF THI!. ,n.M ~". T"'n.._..._&~ .
E
RESERYATION,
_EOf'
NOTlCf: I
PAYMENT I
REFUND (CA) I
OIJECl1ONSI
ADMIN
ISTRAl1VE
C_CTlOMS,
DISCOUNT I
PENAL TY I
INTEREST I
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E.t.t.. of deaadenh dytn, on or ~for. Olelllber 12, 1982 .~ If Iny future Intlrllt In thl ..tata I. tren.fc.rrld
In pon.nlon or anJoy..nt to Ch... . Ceollltarlll) bltMfloJlrl.. of th. d.c.dent .ft.r tht 'l(plrlUon of an'll ..tlte for
lIf. or for' y.ar., thl COllllonw..lth h.rebY .Mpr'''1v r...rvI' the rltht to .....r.h. and a..... trlllll.f.r Inhlrlt-.,ol T'M"
It thl Ilwful CII" . (colllt.rll) rat. on Iny lIuch ~uturl Interllt.
To fulfill the r.qulr....nh of S.ction 2140 of the Inherltlnc' and E,tltl hI( Aot, Aot 21 of 1995. (72 P.S.
SIOtlon 9140).
D.tach thl top portion of thh Notiel and lubllllt with your paVllIlnt to thl R.aht.r of willi prlntld on the rIVlr" tide.
~M"Ik. ohlek or lon.y ardlr payable tOI R~OISTER OF MILLS, AOENT
A r.fund of . taM crMt1t, which WI' not r.que.tld on the hI( ~Iturn. IIII' b. r.qu..t.d by OOllplltlng an '"AppllclUan
for R.f~d of Plnn.ylvanla Inh.dt,me. find E,tat. 'a)l" (REV.UUL AppUr..Uun. I'lrl av.llabll .t the OfficI
of thl R.al.t.r of Will., Iny of the 21 Rlvlnul Dl.trlct Offlc.., or by o.lllng thl .p.clal 24Mh~r
In._dng IIrvlu rMJIIb.". for 'or.. orderlngl In P.rm.vlvln!. IM800MJfl2-20S0, ouhldl P'M.ylvenla and
within loe.1 U.rrhburg ar.a (717) 187.80'4, TOOl (17) 772Ml252 (tMarlng I.palr.d OnlY),
An~ party In lnt.r.at not ..tl.fled wIth the .ppr.I....nt, 8110wlno. or di..llow.ncl of dlductlon., ar ........nt
of tll( (Including dl.count or int.rl.t) I' .hown on this Notlc. aUltnbjlct wlth'n .I~t'll (60) day. of r.c.lpt of
thlt Notlc. bYl
M~wrlttln protllt to the PA Dlpart..nt 0' R.vlnua, BOlrd of App..h, D.pt. 281021, Harrl.bura, PA 17128-1021, OR
-M.I.ctlon to h.ve the .Itt.r d.tar.ln.d at audit of the acoount of the p.r.onll r.pr...nt,tI"I, OR
RMIfIPtlll to thl Orp~IIf1" Court.
flctu.i .rror. dl.cov.r.d on thl. 8.......nt ,hould bl .ddr....d In wrltlng tOl rA Deplrt..nt of Rlvenue,
.~n'u of lndlvldu.1 Ta)(II, ATTNI Put A.......nt R.vlaw unit, Dlpt. Z80601, Harrhburg, PA 17128-0601
PhOne (717) 787~650S. s.. p.a. 5 of the bookl., "In.tructlon. 'nr Inherltlnc. TI'l)l R.turn for I R.,ldent
OIeadlnt.. (REY.1501) for In I)lplln.tlon 0' edalnl.tratlv'IY corractabl. .rror..
If anv t.x duI II plld within thr.. (1) e.lender Hnth. .ft.r the d.oldant', dllth, a flv. p.roant CSU dhcount of
the t'l( p.ld I. allow.d.
The IS:< tax IW1l1t~ nonMp.rtlclp.Uon panlHy h eoaput.d on the tot.1 of thl ta)l and Intar..t .......d, end not
paid b.for' Janu.ry 11, 1996, the flr.t day .ft.r thl.nd of thl ta)l ',,"lItv parlOd. Thh nooMpartlolplUon
pan,U'lI h appIII.bla In thl .... IlMIr and In the the ,..a tla. Plriod I' you would appell the t'M and Intlrllt
thlt hll b..n ......ad II indlc.tld on thh notlc..
Inbrut 11 charg.d b..lnnlne with flrtt day of dellnquenoy, or nine (.) lonth. and Onl (I) day fro. the data of
death, to the det. of p.y.,nt. TI)I" \Ifh.\ch blCl'" dellnqu.nt b.fo,., Janulry I, 1.82 bllr Inter lit It thl r.ta of
.1)1 (6;() ,.runt plr annuli ellCtllatld It I d.lly r.t. of .000164. All t')I" which bleH. d.llnquent on Ind Ifter
January 1, 1.82 will blar intlr..t .t I r.t. which will vary frol calandar year to oll.ndlr y..r with that rlt.
~uncld by the PA D.part.lnt of R.v.n~', T~ appllcabll Inter,.t rat.. for 1.82 through 1"8 .ral
'!!!! Intarllt RIte Daily Intlr..t~ !!!r intarllt Rlt. Dally Int.r..t Factor
1982 20;: .00054a 1'187 .. .000247
1.8S 16;: .00045& 19aa.I991 Hie .000501
IlJ.4 11;: .00nOl 1992 .. .000241
1.85 15;: .OOO3S6 19n-1994 n .0001.2
19" 10;: ,000274 1995.1998 .. .OOO21t7
--Int.rut II allcul_t.d II 'ollow'l
INTEREST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINqUENT X DAILY INTEREBT FACTOR
nAny NoUcl h.uad ..ft.r the tl'll( beClOlII d.llnquent wUl refl.ct en Intarllt e.lo~l.tlon to flU.1n (15) d.y,
b.yond the d.te of the ........nt. If pay..nt I. ..dl aft.r the Int.r..t co.putation data .hewn on the
Hot.\c.. .ddHlon.1 int.r..t llIy.t bl celculatad.
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~ 1.1'-,
"
I
~EV ~ 1&00 EX" (7.141
/)-1 &1- /3
~ €II C,.1
~'111 ,.
I
Hi
COK
K P S
C-
FOR OATESO': Ol:"rH AfTER 12111/91 cHllCK HttAE
IF" sf>OUSAl 0
<ro.l!ll..2lllgJlIJlJ/~IL . _.---
FILE NUMIER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE PILED IN DUPLICATE
WITH REGISTER OP WILLS
Kathloen K. Putt
950 Wertzvlllo Road
cr;ciia',' . Pi.' ,. 1 7025' . . ..... .. d...... ....
George A, Vaughn, II J
3904 Trind10 Road
Camp' Hili',' 'PAd '17<11i"" u... d'" .'U
, COM~F~n~W~'lflKM'Il'.I-~AN,^
H"AR'9Rn~t,m~t~II' 060 1
~
C
A
P
I
T
U
1
N
~
C
o
M
C
T
A
T
I
o
N
i~
11 - 97.051,1,
VEAR
NUM8ER
COUNTY CODE
DeCF.DENT'S COMPLETE ADOnE!19
951, W"rt1.v III 0 Road
Enolu, P^ 17025
3904 Trlnd10 Road
Com Hill PA 17011
None
None
None
114,878.93
16,007,28
220,51,8.22
(8)
435,431,.43
DECEDENT'S N"ME(lA9T, FIRST, AND M1DDLF.INITIAt.l
Orr I" , Currie f:,
SOCIAL SECURITY NUMaE=rO"noFo~;;H--'- oATE7)~m--
160.54.7143 05/17/1997 05/10/J917
County Cumbor land
(IF ';';'-;;:;;;;;':~INQ spoum'NAME (LASl ,F1RSl AND MIDDLE IN;'lI.,) SOCIAL SEcURITV NUMBER J '''OUNl ;Ec;E1vEQiSEE"mR.;;;m;;,.i
0,00
X 1. Orlglrlal Return 2. Supplemental Return ' -~, Aerr~lnd.r Return
4. L1mittd ESlale 4t. Futur.lnterost Compromise (for datos of doalh priOlto 12-13.821
(for dalos 01 doath altor 12.12-82) 05. Fedora I Eslale Ta, Relurn Roqulrod
[J9 8. Oocodont Died Tollate 0 7. Docodonl Maintalnod a living Trust 0 8. Total Numbor 01 Safe Ooposlt Boxos
(Anach co 01 Will) (Mlach a copy 01 Trustl _
C P ALL CORRESPONDENCE AND CONl'IDENTIAL TAX INFORMATION SHOULD IE DIRECTED TO:
a 2 NAME COMPLETE M-'IUNG ADDRESS
R D George A, Vaughn 11 J
~ ~ TELEPHONE NUMSER
T 717 975-9102
1. Roal Estalo Schedulo A) 1
2. Stocks and Bonds (Schodulo B) (2)
3. Closoly Hold StocklPartnership Inlerost (Schodule cl (3)
4. Mortgagos and Notos Rocoivablo (S,hedulo D) (4)
5. Cash, Bank Deposits & Miscollanoous Porsonal Proparty (Sch. E) (5)
8. Jointly Ownod Proporty (Schodule FI (6)
7. Transfo" (Schedule GI (Schodulo L) (7)
a. Total Oross Assets (totallln.s 1-7)
t. Funeral Expenses. AdminIstrative CoslS, Miscellaneous
Expenses (Schedule H)
10. Dobts, Mortgago Liabilities, Lions (Schoduleil
11. Total Doductlons (Iotal L1nos 9 & 10)
12. Nol Valuo 01 Estato (Line 8 minus Une 11)
13. Charltablo and Govornmontal Boquests (Schodule JI
14. Not V.luo Sub act to To' (Llno 12 minus L1no 13)
15. Spousal Transfers (for dales of doalh altor 6.30-94)
See InstructIons for Applicable Percentage on page 2,
(lncludo values Irom Schedulo K or Schodulo M.)
18. Amount of Lint 14 taxable at 6% rate
(lncludo volues from Schodule K or Schodule M.)
17, Arnounl of Line 14 la,ablo at 15% rato
(Includo values from Schodulo K or Schedulo M.)
1', Princlp.llax duo (Add to, from Line 15, 16 and 17.)
19. Credits/Sp Poverty Prior Payment!> Discount
_ 0.00+ 18,000,00. + 91,7,37
20. If Lino 19 is greator than Llno 18, ontortho dlffo..nc. on L1no 20. This IS Ihe OVERPAYMENT.
~ 0 IChOCk h..o << you "0 ,oquotllng a ,olund 01 you, ovolP;;m;iit.]
21. If L1no 181s groato' than L1no 19, onter Iho dlfferonco on Llno 21 This Is tho TAX DUE.
A. Enter thelnt".st on the balance due on LIne 21A.
I. Entor tho total of Line 21 and 21A on Line 21B. This Is the BALANCE DUE.
Mako Check Po obit 10: R 'tl" 01 Willi, A enl
. . IE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ... ...
Under penaltle. of perJury. I deel.r. thai I hive IIlt,mlned this return, Including .ccompanylng .chedules .nd !ltltements, 1M to the be.1 of my knowledge.nd beUet, It Is true,
corrlct.nd compllle. I dtcl.r.lh.t.1I ""llIllt. hn been reported It true l't\Irktll ....Iue, Oeclaratlon 01 prepare' other Ih.n the personal representiltlvel. based on alllnformlllon of
whIch prepillr hIS In')' knowltclge,
(9)
16,028.34
(10)
6 ,400 , 94
(11)
(12)
(13)
(14)-'.
413,005.15
22 ,429,28
413,005,15
(15)
0,00 X
.--
0,00
,
(16)
413 ,005:12 X .06 ' _.----l4, 780,31
(17)
O,OOX .15'
-
0,00
(18).
24,780,31
Interest
(19)
(20)
18,947.37
0.00
(21)
( 21A)
(211)__,
5,832.94
0,00
5,832,94
DATE
,fl- / '1- 'i?
DATE
; /101'
For~
r ,').........Io.l UNIFORM RE~ENTIAL APPRAISAL REPORT ~II. N. ,,".'....04
!'.!Qf!-'1Y.~!d!~.l!9."'~\lIf,:RnYJ~\&J1J?f\!L--HCiIY E.N9I.,A ~I.I. !'IL. _liP~Il'!.IjoJJQZ5._.._--
L.Q.I!)m-'!Jl~QU1f;t;P. !!QQK.g8J ._rlIQf,: GQill'lyCI!I1!!JR~!l!L-.---~.._----
~""'I!lIt!rc.el~o S~~ MAP R!;fER!;tl~E .NVMBE.R.. 1" y"r.' 99.'1. III I...... fI.~.9. O. D.H. SP.".'!I ~!""[l\.._.~l'lN.Q!il.u._.-
"n.." N/A ~1C>Nn.r EST, Of CAI\!nE E, oRRtS OW1P.nl OQWD,r...Dl.r.!r~_..lX.l:i!\!!1\
;, ptn..~, ,Iahl. .DDII'.ed ]jl feo SHIIDI. QL:Ui!.lli!l!Ll .. "rol.cIT~p' .0 PUD 0 condol1\!nlu,,\lli\IP/VA.DI,'YL. _l1Qt..I__..J!P.~,-
~eIQhbo!~DodJl.lflQI.,lti!mL&.I\$-'L PE.!lN.~JlQR.Q .TPWNS.IU!'H _M'PJI.\",!!,d9-'~ ~Q837 -0 1 1 . C!n!Yll!!\1.QJQL-.--------
S.!!.p"" t!!.UL.. . P!l.0I.S.!I..J!:97 . . _ . Q!'f~PllOo alld ho'9u'" QIID.nc~!QOI/'onm!I'!.n.lul" P.'dbY !.!I!Ll!QN!;...u.-..-.~-.-.-
=~Ak~-~~~~m~l'.VJ..t ... - ~~~:~~:J~~ . ~ERT.~Y~~~ .~~~g~ . E~~~nAN I ~~iiIlA~1QI\~'A~17no;.;--'-
Lo"lIo;-- (J U,b.n 1Kl Suburb.n ] RUlli prodomln.nl llf"yl. '.mll, h.u.lnu l'r.....1 lend.... '110 l.!nd u.. ch.nG.
Buill up U (lyel 75~ eX) ~5-75% ~ Und.. 25% oC<.U\J.I\CY tll)i;f.. ~?'~.. Onel.mlly -- {lg.. CJ NoIIIM.I, [] 1I1.,~
Qlowth III. l J Rapid [&.] SI.bl. >-~ Slow l~ own.r I 65 low 0 2"41.mlly 0 [illn P'O''''
Prop.r1yvalu.. Oln,,,,,,"g (X! SI.bl. ,..l Declining C. T.n.nl "..~.5.0Q..I1191i ......1.9.. Mulll.I.",i1~ =-:-:=0 To.L1.AMl.L'L_.--
Dem.nd/.uppl, U Sho~.g. lKlinblilnte fa.lovorl\4llllY lKJ V.canl(O'5X) ._..._P!!!torn.l.nL- Comm"CI.I".._...5.. ---
.M!lMll!liJ!mILO.Y!li!fII1.ITQ!_illtl.JIl2L.L.J..QvJ!~m'!.l .O.Yt<4J1il,"'I!I. ._._ll9n....._J.2 .'!'AQAtITL__J2 .
Note: Riel and thl racla' compo.lUon of thl neighborhood ar. not ap'Jrallll ..ctor..
N.lghbOlhood bounderl" .nd 'her.,I.,I.II'" IlJ!t....lY.lUfQ~...nlllll.Pbor.hQQ~Ll.!1...\wynde';L!1Y"R~Y.t..fL~J and the ConodomJ InAt
. Creek. between Qill BrldQe Road aml..Eno1a In_~Lf.!m!1.!!.\l9r.Cl....Io!>!D.~.hIP....._--
.
. Facloll Ihal.ftecllh. merM.I.billl, ollh. prop.rtl..ln Ih. n.lghbOlhood (pro,'mlly 10 .mploym.nl.nd .,".nlll.'. .mploym.nl.l.bllll~, .pp..IIO merl.1. .Ie.):
, This sUburp'!!n.J1!!!ghborhoosLMLJlJOSLP'yPl\C utlll.ties .va\lJ!.Qil!....rl!~Il.j:,J.Ylli..~Il.~aocess to
fiI.!!l'lploYlllent and sery'ioeil.J!ld i s._.QQ.l\lpet It I "'-'L\o!.l\h. other.Ol!.l&b.l;l.QrhoQds..!!Ltnll...U!\l!rll.M!!L....MO...JL..\
lit';';ve similar amengles...J!.O unf8vor~bltLfactor.s were ob~v_ed whlch..!!!OulU_dversely effect .,
ImArketabllltv ._--~". \
M.rl.1 "ndlllon.ln Ih. ,ubJ.et n.'ghbolllood (InCIUdl~9 .uppo~ 10' Ih. .bove conclUllon. r.I.I.d 10 Ih;lr~nd 01 p;oP"I~ valu.;,-dem.nd/.uppl~, .nd merk.tlng 11m. ~
_ _ ouch" d.l. on comp.lll1v. prDperll..lor ..I. In Ih. o.lghborhood, de.crlpllon 01 Ih. p(ml.nc. 01 ..I.. .nd IInan,lng ,onc.ulon., .Ie.):
her.e are no foreseeable eoonomlo trengs which mlQht slQnlfloantly. Influenoe market candltlo!l!-.
In thiS area. The current mortQaQe market offers a ~Ide variety of oonventlonal~s with
campetl t I veJates. .As a result. the terms of Unanc in.Lbll.Y.e 11 t t1e. If' @!!L...ll!la.Q.L.Qn._sa1es
rlces. If Interast rates remain reasonable. property va1uesj!Dd marketability should be Rood.
proJ.ct information tor PUO. (If applle.ble)' -1.lh. d.v.loper/bullder In conlrol ollh. HomeOWner.' AIIOcl.IIDn (HO"')? OYESU NO
.
, "'ppro.lm.leIDtal number 01 unll.ln Ih. ,ubJ.cI prol.cl NI A . Appro.lm.I.lolIl number 01 unit. lor "I. In Ih. ,ubJ,cl prol.cl N/A
and retreallonllllcllltl... HI A
Dim.n.IDn. SEE LEGAL DES~.!91L- Tapogrlphy ~LIG!!I. SLOPE
511. er.. ...5.La!L--- Corner Lol U Yu [K] No Sill rYPICAL FOR AREA
Specific zoning clllllflc.llon .nd detC,lpllon BmDENTIAL Sh.p. IRREGULAR
zon,,'g,ompll.nc. 00 L.g.1 0 ltgII",""""",m'll'Il(arendtl"'''~''''l [J1II'9.I'O No zoning Dr.'n.g. j\ppEARS ADEQUATE
H19h..1 & b..1 use ..Imorov.d [Xl pre..nl ute n Olhel u..I...I.ln) _ View &VERAGE
UIIII\\II P~IC other Off.lll. ""","Ovomentl T~p. P!'olll' pri~~le undor..plng t.VERAGE
Eleclrlelly \.ll 51..01 ASPHALT !J.. D~'aw.~ SU~ICI {lSPHAL T
all ~ NON~ Curb/guller NON~ \0= :- Appallnl ....01Onl. NON~
W.le, \<!E.LL 5Id.w.11 ~ONE _ i- ... FEM'" Sp.cl.1 Flood H~I 0 Y.. l1J No
Sonll'l'/tew.r Slre.lllghl. NONE ,. ... FEMAZone C --:-:-:.:-=-.:: MlpDete 4-15'-77
. ..war NONE "II'V NONE . 470~"'1IS/H~I-03
Commenl. (.pp.renl .d,er.. ....m.nl., .ncroachment.. .p.cl.I......01Onl., .lId. .r.... lII.g.1 or I.gal nonconlo'mlng zoning, ute, .Ic.): sae Attaohed
I Addand'''. ---
1
.
-~
~
r .M~' 'l ,- ....,.1. 1 . 824 ..""~ ,..t,;i "....""'nn .M.
INTERIOlI M.lerl.I./Condlllon HE...TING KITCHEN EQUlp..- ...TTIC .- AMENITIES .- CARSTOAAGE:
Floors CPT IVINI AV~ Typo HW llel~g.IIlor r:: None r:: Flrepllca(.)' - ... None 0
. W.II. Wi) pNLI AVE FUll OIL Rango/<>l.n \la Stairs \la Plllo ... llIlIge · at col.
Tnm/Flnl.h WOOD I AVE (,~.'lu.nAVi: OI.po.I' I- Drop SlIlr ... Deck >- Attached 1
BalhFloor CRPT/AVF eOOLINa Di.hWllher... Scullla r:: Po,ch _- - Detached
B.lh W.ln.col fBGLS/ A'iL,,_ e.nlr.1 ~ __ F.n/Hood ,.. FIQor \Ji F.nc. - Buill-In
DooI. ~DI AVE Olher !!p Mlerowove... I ~~~'h~' >- I ~~~ -iiQili'1l Y C.rpo~
I ~ddIIlDnall..lure. (.paelll.nergy .lIiel.nlll.m.. .Ic): Newer roof I There Is a larRe unf In lshed area whloh could be
Iflnlshed to additional living spaoe.
Ca~dlllan 01 lhe Improve01Onl., depllcl.llon (ph~.lc.1. tuncllon.l, .nd .xlernol), ..p.l.. n..d.d, qu.llly 01 conslluctlon, remod.llng/addltlon.. ate: see
I At~ached AddendlJJll.
EXTERIOR DESCRIPTION .._
Foundallon CONe.- ALOCK
E.I.~" W.II. ALUMINUM
Roof Surfac. m\JNGLE__
Qull.II & OWn.pl.. ALiiMINUM
Window Typa P.l!L HUNG
Slarm/5cr..n. Y"ESIYES
NO
~n ....
--
FOUND...TION BASEMENT INSUL"TION r-
SI.b NONE Ar" Sq.FI. 400 RooI
Cri'MSplIc:oXM....._- % FIIII.hed 07. C.lllng ~
Ba..m.nl Yi"s calling llllETNISHD W.II. -
Sump Pump YES W.II. cc.BlOCK Flool
Demp.." NONE OR.C:"R Floor CO None
S'"I.01On~ ~:~~ out.lde Enll'/ YES Un.1IO'M'I 1i
I Rae. Rm . D'\h. '."."N "nlhllr -
QENEAAL DESCRIPTION
No. af Unll. 1
No. of Slorl" L
Typ' (LIeU"''') ~~TA9HtD
De,'gn (Styl.) 2ST';~1lsM
E.,.llng/Propoted EXISTING
Ag. (Yrs) 19. --
I". '".-, 7~
1;""";,,, 'over lIvlno ",.,..
~ ~._.,
'~I .-1..-'
. 'ml? I
I
x
,
1
--- --. -
Adva... .n"lonmelll.1 condition. (.uch It, bul nDlllmlt.d 10, haurdou. wlSllS, 10.le .ub.l.n,.., ele.) p....nlln Ih. Improv.m.nl., on Ih. ."., or In Ih.
Imm.dl.l. vlclnlly of Ih. ,ubl.,1 prop.rly: sae Attaohed Addend!!!!U-
r.nnltM,,'OfIll1004 a.g,
rrtddltM"fOfmro I'I-Q3
PAGE 1 OF 2
,......... .........\ 11<1 ""'_. V_I! _r_.. Iyll....I.'lJIIM......W<
v ,Iuatlon S.cllon UNIFORM RESIDENTIAL A~PRAISAL REPORT FII. No, WERTZ9S4
ESlIMAT~O SITE VALUE . t _.-----13..2.9.9 Commonl. on C..I Appro"h (.uch .., .our" 01 co.1 ..lIm.I..
ESTlMATEO REPROOUCTION COST-NEW OF IMPROVEMENTS .110 v.I~.. .qu." 1001 c.lcul.llon and for HUO, VA .nd FmHA, Ih.
1lw'lIlng_--1.._Q.?!! Sq H . t..!!2LQ5 . I ~....... .-1.3...Q5.t IIlIm.lad IIm.lnlng"onomlc III. of Ih. propOlly) ~e At.tIQ~
Bsmt,- 400 Sq FI . t~,J!.!! '.._.._..._.-1.g..Q2 lI.dd!!IJ,llJm.~___.__....___
, lHQ.L PO!l.OO.\!NEltil:!I!t!LABf;!L . _. _.....J.Q..Q..QQ... ... ...... ....__m......._.___.___._____
Qa"go/CoIJlO~ .....J~!! Sq FI . L11.52 . ... ........5..LQ4 .....___.__..._......._......._.
T.lal Eolim.l.d Co.1 N.w . I ............. _..2J..QJ5 __._P______....."...._"._ _ ___.._______,
~;~clll~n 1~:~3.~J ~unclio;~LF~~ari~ . 1_ ....... _. J~.m ______~=~~.=.______=__-=---- .______
Otprocl.l.d V'lu, ollmprov.m.nl. . t ..___.......55...1.!!1 .__.___........ .__........_.
~. V.IUlof 511. ~~P~~~~'~~"Anam. : : .--~~*."..------------..-------------
954 ~~~TZVILLE ~~~~QL-~~:16-cjff~i~~f~~JE--_.- iilli"wE(~1i$-~8t~ N~JAD-- '47 W .c:i~~:iiT--
:O~~'i'ivE:~u~~ ..........---..... 4 ~~~}f~!1BL---.:=__. {N~-I:~~__.~__ iE~T~~~OSTON
l!!nflli. . It .__HI . t_-----22.~Q , I ..___~.!l.Q ·
PnCl/Qru,,'lv.AII.I. ..Q..001ll 36.52 III . It -R.21 ~ I 39.82 III
Otla .nd/or INSPECTION ~ RECORDS/MLS/ ASMI' RECORDS/HLS/ ASK!' RECORDS/Ml.SI
VIIIIIClllon sourc..1 N/ A ACNT~ AONT /STTMNT D~L... AONT /STTIoINT n~P'l'.
:!'''UM pESCRIPTION __ _...QfiQillP'!!Q!L...-L..!J:lI1!""-1 DESCRIPTION -l..;HL"'.'-' llI'SCRIPTlON -I .1.lI/i91U!!l!!L1
5.111 or Financing N/A ..' FHA : CONVENTIONAL : VA : I
Concmlon. IN}I, . .' INnN~ : .tlONE : NONE : '
J1!!!.olS IA"Q., 10-11:26/311 : .5.:lQ::illl.!!.---i- 9-13-96/259 :
.!!c.llon BTR THN AVr. AVERAGE i.~ 000 BTiluTHN AVL...:... AVERACr. .
~..... FEE FEE F~E' ~EE '
SII. .51 AC 1A AC :;,- OOn 1 AC : -2 000 .08 AC : ;i".ooo
Vl,w AVERAGE IAVFRAGF ' fAVERAOE i AV '
.1'n'ndA.M.1 I'STV/AV~ 2STY/AVE. -L 11.~STY/AVE' I'STV/AV~ ----:.....
I "'."'of I AVERAGE IAVERAOE : . AVERAOE: I AVERAOr. '
I... 170/25 1"70/'" ' ~"/2t:; ; 170120 '
Con'llIo, I AVERAOE IAVFRAGE' RTR THN AVE : -0; 000 I AVERACE !
Abov.Orla Lti!!L~jd,"U I Balli. 1o..11Idnnt: Bllhl : Tnl.I' Idnnt: Batlll ~ ~~Ift. ~ ..~
Room Count 161- 1 : 1 Q, 6: 1: C5: 'l: l' 8, 4, "
:laro..UvlnoArll ~24s..Ft 1.Q1~s..'t: 1 27/!..!qJ1: +0;.'i00 1 856sa.Fl'i
Bo..monI&FI,;.hld PART BASEMEN'I1FULL B~~NT: -1,500 FULL BASEMENT: -1,500 FULL BASEMENT: -1,500
I\oom. RolllWOlldo UNF'INISIl~n UNF1NISH"D: UNFINISHED: U :
"Fun,lIonoIUIlIIlV AVERAOE IAVFRArlF: AVERAGE: I AVE=RACE :
'He.II.n/Cnnlln. IHW/NO CN AIR FA/NO CN AIR: FA/CN HR : -1.'iOOIHWI :
'I Fno"'" Flflc",.t IlAmll TXf...lQI! AREA lTyp FOR AREA : 'VD FOR AREA : I TYP 0 A'
Oll.../CII'O,1 1CARClAR/ATT INONE : +~ 000 2CAR OAR IAn ' ~O NONF : +3.000
Porch, P.lio, Otck, LC ENC PORCH 2 DECKS : +2,000 BREEZEWAY , .1,000 PRCH/DCK/BALC:
FI"nl.c.t.I.lc I NONE iNON~ : NONE : NONE :
F.... """1.lc. UNFINISH ARFaNONE :., 000 ONE ~ +2 000 I NONE : +'_000
!Na:AdlIIOIaII NONE~~: 11.:': 1Q.2Q.Q O~~ IXI- '.: 1I.'i00~rl';I: ,-1'1:
A~u'"dSlIl.Pnco>> 1Q1"~~~!1$.r (lr9'~123ill (IrQ",!','"
01 Comot,.bl. . .. . . ... ,/..(1....;; . 80.400 Iw;.;-.....1l.4 . 87 _ 'i00 INati '.141,2 .
Comm.nl. on S.III CompIII.on (Including 1110 .ublocl property'. comp.llblllly 10 Iha ..Ighborhood, .Ic.): See At taohed Addendum.
u..m
+3.000
84.4100
ITELI SU8JFCT COLlPA"'BL' "0.1 COMPARABLE NO.2 COMPARABLE NO, 3
0.1., P~c..nd Date HAS NOT NONE KNOWN TO EXIST NONE KNOWN TO EXIST NONE KNOWN TO EXIST
Sourcolllrpoorlllll TRANSFERRED OTHER THAN LISTED OTHER THAN LISTED OTHER THAN LISTED
PA.<lT VFAR .IAROVF. AROVI1 AMVI':.
AIII!yIl.01 II'IY cunonl ag...monl 01 1110, opllon, or lI.ting 011110 .ultjacl property .nd ''''!y.I. ol.ny poor lliol .I.ubjocl.nd COmpo~blol wtlNn ON yollollhldlll of ""rlllIi:
to infO ~.;-- nrovided by the multi-list servioes in this reglon. the sub1eot .
'I>rt>I>ertv hAs not beAn' ....-.. ft>r "'e '.......R the nut 12 . PRIOR SALE NO'r LISTED.
INDICATED VALUE IV SALES COMPAIlISOlI APPROACH... .. . . .. ...... . . .. 84.000
NllCATEDVAlLE IV INCOME APl'ROACII lit A.ollc.bl.l E.llm.l.d Marhl AtnU NI A /lAo. XOroll RonlWUo1I1I N/ A . I N/ A
Thl. .pp"I"II. mado U '11 I.' .00 . .ubjoct III IhI llpalll, .11011_, In.pection. or CllndiIlon.II.IId beloW U .iAtjlct to compIttion por plan. .nd .peclncallon.,
CondIlIonsof~IIII1I: ~ttaohed Addendum.
Final Atconclll.lion5ee Attaohed Addendum.
-
ThI PUrpoll 01 Ihl. appIII,,1 II 10 lllImal. lho ma"'.1 v.l.. ollh. rill prop.rty Ih.ll. IhI .ubloclol Ihl. llpoll Ullld on lhI.bovo conditions.nd Il10 cortlficalloll, c;onIjngont
ond limiting Cllndillon., .nd "",,,,.lv.l.. diU'; Ion IhII.II .Iollld In Il10 .Itochld Flld~.lAIc Fonn 439IF......lAI. Fonn l~B (RovI..d 6/93 ).
I eWE I ESTIlAT THI:~ARl(ET VALU ,AS DEFINED, OF TIE REAl PAOPERTV TlIATlS TIE _JECT OF TitS REPORT, AS OF AUOUST 14. '997
(WHICH IS THE ATE 1~INSPECTIO NO THE EFFECTIVE DATE OF TlISREPORTITOSE' B4.000 ,
APPRAISER: I. SUPERVISORV APPRAISER (DIll. Y IF REQUlREDI:
Signa lUll J SlgnaluJl 0 Did 0 Did Hal
Namo ROBERi'l K, N.mo In.pecl Propol1y
Otla Ropo~ Slgnod ~ 2'i. 1 qq7 001. AtpO~ Slgnod _
SIaI.C.rtllic.t10n'~ RL- 01231-L _Sial' PA Stel.C.~llIc.llon' SIaIa
Dr 5101. Llc.n..' RM- -A 51.1. i>~ Or SI.llllc.nll' Stell
'ftCldIfWaeFOIIII'O 1193 ,........_".........l...~2.~L~l!.r."'"..l_Itl.'(>l'~.~ '.I\I\It....f...~'IOO4 III.
Central Penn APPI'llsals, Inc.
RIV. 1101 EX . (11.H)
COM..g~AHIA
ISTATI OF
Carrie E, Orris
SCHEDULE F
JOINTLY -OWNED PROPERTY
FILl NUMIIII
21- 97.05411
SSII 160.511-72113_Q.5/27/1997
Jolntt.nant(.li
A,
NAMI
~8th1een K, Putt
ADDIIESS
950 Wortzvllle Rood
t;nola, PA 17025
IIILATIONSHIP TO DEC!lDENT
Daughter ---
I,
C,
Jointly-owned prop.tIyl
ITIM LEnlll DATI TOTAL VALUE DECO'S DOLLAR VALUE OF
FOR MADE DESCIIIPTION OF PROPERTY
NUMBER JOINT OF ASSET 'I.INT, ECEDENTINTEREST
TENANT JOINT
1 1 7,054,021 American Express 31,785,42 50,OOr. 15,892,71
Financial Advisors Mutual
Fund - Account
119115-24047907 ; principal
balance ~s of date of death
2 1 erican Express Financial 229,14 50,00r. 114.57
dvisors Mutual Fund -
ccount #9115-24047907;
dividend accrued to date of
death
TOTAL IAlso .ntar on IIno 6, Rocapltulltlon)
III more spaco Is n..d.d, Ins.rt additional sh..ts 01 'Ima slz..)
Copy,lght (e) '"~ fo,m IOUWI" Dilly cpsy.'e"", Inc,
16,007,28
Form 1100 SchtdYle P (AI". 12-88)
Estate of: Carrie E, Orria
Soc Sec II: 160-54-7243
Date of Death: OS/27/1997
Continuation of Schedu10 G
(Transfera)
Decds
1. 1nt
Dollar Val. of
Decds 1nterest
1tem Deacription of Property
II
Eltc1us ion 'total Vt\lue
of Asset
are decedent' s tWO
daughters and silt
grandchildren
17,224,32
100,00r.
17,224,32
5 American Eltpress Financial.
Advisors Lump Sum Single
Payment Annuity - Contract
119300-2488475 (Date of
death value of $17.911,53
less surronder Charge of
$687,22; see copy of letter
of October 15. 1997,
attached); beneficiaries
are decedent'S tWO
daughters and six
grandchildren
1.46,43
1.00.00%
1.46,43
6 American Express Financial
Advisors Mutual Fund -
Account #0115-24047906;
dividend accrued to date of
death
49,744,1.8
100,00%'
49,741..18
7 11,039,542 American Express
Financial Advisors Mutual
Fund - Account
#0115-24047906; principal
balance as of date of death
(transfer on death account;
beneficiaries are
decedent'S tWO daughtera
and six grandchildren)
.; ~ .. .. .. .. .. .. .. ,; ~ .. .. ,;
67.114,93
~------"--
n'U1nnc. HlI(/ .n---:-_________, . ,
~.~~~- .
., IDS III. inIur;:;:;;--.-._____ .
-'....~.n.-- _________~
'''''''''Ic'n ['fII." .
C.m/lan~, ___
-'-.01'$
I hoPe I hllve ~ 1/
II letter fro II Y IInswered
frI, /(II/hleen PIIII lOllr qlle'/Ion, /f y
....".,. . . --. ......:::. ":':: ':'> """"......
re,ell'e flIrth 'iOn, Plell,
er Informll/lon /0 JI:trOftla. II, '111/h
rllf1lerll rOd In
pE~,/ rl/le rransfer
. .801( 1211
Mln"eIlPoI" MN 5
(812) 871-4740 5440
Ce,
~
DAVID W/(IDD
087458
149
Co
'"
Estate of: Carrie E, Orris
Soc See II: 160.-54- 7243
Date of Death: OS/27/1997
Continuation of Schedu10 H-B2
(Attorney fees)
Item Desedption
II
--
1 George A, Vaughn, III Attorney's fee to 07/20/97
2 George A, Vaughn, III Attorney's fee to 08/16/97
3 George A, Vaughn, III Attorney' " feo to 09/13/97
4 George A, Vaughn, III Attorney's fee to 10/19/97
5 George A, Vaughn, III Attorney's fee to 11/16/97
6 George A, Vaughn, III Attorney's fee to 12/18/97
7 George A, Vaughn, III Reserve for remainder of attorney's fee
8 George A, Vaughn, III Attorney's fee to 01/18/98
Amount
1,312,50
462,50
762,50
612,50
709,50
287,50
2,000,00
225,00
..................-......
6,372 ,00
WIU.
or
CARRIB B; ORRIS
I, CARRIS B. OKMIS, of ~at pennaboro Township, Cumberland county, Pennsylvania;
declare this to be my last will and revoke any will previously "",de by roe.
ITBM I. I direct that all my just debts and funeral expenses, including my
gravemarker and all expenses of my last illness, and any and all taxes and assessments
imposed by any governmental body as a result of my death, whether on property passing
under this will or otherwise, shall be paid from my residuary estate as soon as practi-
o cable after my decease as a part of the expense of the administration of my estate.
ITEM II. I give and bequeath the s~n of Twenty-Five Thousand ($25,000.00) Dollars
to my daughter, NORMA SGRIGNOLI, provided she survive my death by thirty (30) days.
ITBM III. I give and bequeath all of my household goodS, automobiles, jewelry,
and all other articles of household and personal use, equipment and ornament, together
with all insurance thereon and relating thereto, to those of my issue, per stirpes, as
survive my death by thirty (30) days.
~
~ possessions and estate of every nature and wherever situate to those of my issue, per
ITBM IV.
I give, devise, and bequeath all the rest, residue, and remainder of my
,~
~
stirpes, as survive my death by thirty (30) days. It is my request that, when making
distribution of any items of my personal property which may have been given to me by
heirs In my estate, my exec'ltor shall endeavor to return specific items to the donor.
ITBM V. I appoint my daughter, KATHLEEN K. PUTT, executrix of this my last will.
Should my said daughter predecease me or otherwise fail to qualify or cease to serve as
1
executrix of this my last \<JUl, I appoint my daughter, NOllMtl SGIUGNOLI, executrix of
this my last wi ll.
ITtJ4 VI. In addition to the other powars and authorities granted to my personal
representatives by Pennsylvania law al~ by the other terms and provisions of this 101111,
I hereby give to my personal representottive,; the following poworli "nd authorities
effective without court .:approval aoo until actual dllitdbution of all property I to
compranise any claim or controversy; to m:lke distribution in cash or in kind, or partly
in cash and partly in kind, and In such manner as my personal representatives may
determine and at valuations finally to be fixed by them; to Invest in all forms of
property, including any stock or other securities In any corporate fiduciary or its
successor without restriction to Inve~troents authorized for Pennsylvania fiduciaries,
as my personal representf,dves deem proper, without regard to any principle of risk or
diversification; to retain any or all assets of my estate, real or personal, without
regard to any principle of risk or diversification; to sell at public or private sale,
to exchange, or to lease for any period of time, any real or p"t3onal property and to
give options for sales, exchanges, or leases, for such prices and upon such terms or
conditions as my personal representatives deem proper; and to allocate receipts and
expenses to principal or Incol1~ or partlY to each as my personal representatives deen
proper in their sole dilicretion.
I'r9t vn. I direct that my personal representatives and fid\.lclaries shall not be
required to give bond for the faithful performance of their d\.lties In any jurisdiction.
IN WITNESS ~, I have Ilere\.lnto set my hand and seal this
.b -"r:rl. day
of #f/
, 1990.
-1fpAA II rf' /lAA-'J '
CARRIE E. ORRIS
2
~l;',
~"'o!!<"
.0'" 0"'1-9. "" k
hl.,e: 01')4'/., -.ol'''$: . A-
I'). .C' '.t. 61): ~l./l
0" 0..0. 1"" 1.tM t.
/IJ~. -"/e,,/. ~O"II. "'I).,. ~.f$.)
.'. "IO?: "'.0 .""1) 10-., 0, I~
""-0:. I-'If< ""~ ""~ '''''''1, · '60 '~
.r. 8v, .0 ."0/ e" 10-.
, ~ ~ . ~ ~ .
'Ct ~/~ .c 4'/0';.; "q "''''. ~ ........
10/1- Ofl #A.- 0"" "J.-. 0'1). '0"6! ~ '"" 1'.
". fl'6 \?-.t) :0')" 'I. ". 0
,o''''~ %" ",,,,..0.,.,..0 "'1. "'0' "" ~
"'0"""-"I'~;'0'~"",,,:41'1';~"'fyll, .0.,.... 0",.0, <'~00s.
6' ~. 0'0" o""Oyt. ". ~# 0 q, "0. 00' S. C..I, 11
C' oS' S. "'I;'" /, -""'" -'1" "'''b" "."" 00"'1 ~ Os "
9"&01) "'-"9,,1. 6l...Ce..o (14"01 4J-."41) "..0.0. S.e/;'I: "~,)t "-..
"90" 0.,..., f 0" 1;'.0: 01.0 "0.9" Oy "'0 ./99. ""
'9/. 8" /f-I);; 4'/. 8., "/~ ',>
ct~I}D/:"."I)O' "1"..0..0 0/,1. "Sh~.,..,~ .'0#0 ~60.
"fJ$ "01'....., 8q'$ h 08"60: '40, $: Jf..tJ.,g I. Sf# .
"'0,,, Ol~ "'.. 0",. '4,00 "'-."" ><1
I'J. 1r14-/~C · '-'I'J: ~"-bl: .$ Q'9,,1. 6".0'8 ~O.,., 4;' .]
.1'$0 .,~O 0-,... "1}0; ~ q 'I}, ~~
">ct/b ""0 $/".., ".." "'q/~'~" 0".
".", ""'1, 0',1, " '~ "0 f 1;'0 "/10,
$~ ~."O 01'1118 'ill ~4 (1)Q' .('80;; J.-41"" 11).
"''''' "'Itl'1l ;r fJ $/. 0, "1')/ ~O^
lit'. Y6 q19/h '11$ o'J: '/
''''/1. ".0'
f.I,
.'.'
'"
-r
Cl-~
" ~~~/<1"'o
~"Q
~,..
"
co~
,,~~
"A
.~
".f)-II
"'.
oS'i>".1,
"'0
10'0:
....",:
O"r:
I"
/Jilr:
10"
.oile,
"(~)
ilr:r:
ilOQ
fj~)
''''<<
')oj
~.'.
0;' o""<r.
~/ ./~
VI's ".C
;,r.t~ 0..
r..
r.,.'
r,',/
'/ ::;J
,J
.... 6-/&7 -/3
COMMONWIALTH OF PINNSVLVANIA
DEPARTMENT OF REVINUE
INHIRITANCE TAX
RECORD ADJUSTMENT
_IAU Of INDIVIIlUAL TAXES
IMHERITAMCF. T'M DIVIIION
DEPl. 21..01
HARRISIURG, PA 11128.1.01
,
"
10-14-1998
ORRIS
05-27-1997
21 97-0544
CUMBERLAND
101
AlIO<lf'lt R..I tt-.l
'I;
DATE
ESTATI! OF
DATI! OF DEATH
FILl NUMIIIR
COUNTV
ACN
GEORGE A VAUGHN
3904 TRlNDLE RD
CAMP HILL
III
Ui'.
PA 1~1llI;,
I
*r
tH.I..... ,.. ("-"1
CA~RIE
]
MAKE CHECK PAVAlLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
, NOTE I To in.uro pr_r or-.llt to your oooount, .ubIIlt the _r portion of thb fo... ..lth your tox pOy-.t.
CUT ALONG THIS LINE ~ RITAIN LOWER PORTION FOR VOUR RECORDS ...
itlv:ii'91'"ix"A;:ji-iiiF97r---'''ii.-iiitiiiiifANci'"i'A'x-Rlciiiiii-AiiJliifMEiii'--iii------------------------- - ---
ESTATE OF ORRIS
CARRIE
E FILE NO. 21 97-0544
ACM 101
ADJUSTIlENT lASED Dlh
VALUE OF ISTATEI
PROTEST BOARD DECISION
11)
(2)
l~)
(4)
IS)
(6)
(71
78.000.00
,00
.00
,00
114.878.93
16.007,28
220.548.22
(8)
1. R..I E.toto lsahodulo A)
2. Stooke _ Bond. (S_l. a)
5, Cl...ly Hold Stook/Portnerohip Intoroot ISohedul. C)
4. Mort...../Mot.. Roooi.oblo (Sohedul. D)
5. Cooh/aonk Dopooit.l"i.o, Poroonel Property (Sohedulo E)
6. Jointly _ Property (Sohedul. f)
7. Tr.n.fera (~l. 0)
8. Totol A...to
DIDUCTIONS AND EXEMPTIONS I
,. funerol EXPOnooo/Adoinlotroti.o Cootol
"loooU_. E""""oo. (Sohedul. H)
18. Dobt./Mort.... Liobllitl../Lion. (Schedul. I)
11. Totol Daduotlon.
12. Not Volue of Tox R.turn
15. Cherltobl./llo.or.-ntol ao....to I Mon-ol.otod 'US Trult.
14. Not Volue of E.toto SUbjoot to Tox
TAXI
1&. Aoount of Line 14 ot Spouo.l rot. (1$)
16. Aoount of Line 14 toxobl. ot Lineol/Clooo A roto (16)
17, Aoount of Line 14 toxobl.ot Collot.rol/Clo.. a r.to (17)
18, Prlncipol Tox Duo
TAX CREDITS I
PA Y!lENT
DATE
(,)
liD)
22!400.:li..
6,400,94
Ill)
(12)
liS)
1I4)
(Sohedulo J)
,OOX.OO-
40P.633.15X,06-
,OOX.15-
(18)
RECEIPT
-.ER
DISCOUHT (t)
INTEREST/PEN PAID I")
AHOUllT PAID
08-21-1997
02-20-1998
AA211665
AA269779
947.37
.00
18,000,00
5,832,94
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATI!
10-14-1998
429,434.4.!
28 .801. 28
400.633.15
,00
400.633.15
.00
24.037.99
.pO
24.037.98
24 780,31
742.33CR
,00
742.33CR
. If PAID AfTER DATE INDICATED. SEE REVERSE (IF TOTAL DUE IS LESS THAN tl, NO PAV"ENT IS REeuIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REfLECTED AS A "CREDIT" (CR), YOU KAY aE OUE
A REFUND. SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONS,)
E
PA_.
" \;
DetlNlh 'the top pe,rUon ofttlh Notice ~ MIbIlIt ~lth jlour pa~t .... PlVIb'a to the hIM end .r...
printed on the rever.. .J~.
~_ ..... .... or ltDMy order Plvllbll tOI REGISTER OF WILLS, AlENT.
.,.,~ (CRll A r.hind of . tlM oredlt, which .... not r'qlM.t~ on the 'IX R.turn, ,,It be requested by C0IIP1,Ung .,
"AppUOIUon for bfund of Penn.ylv.," JnherltwtO. ... bt,t, Tax" (REY-UUl. Appllo.Uonl .t. ."an.1. .t
the OffiCi of the R.,.,ter of Willi, ~y of the 2~ R.v~ Dlltrlct Offlo" or fr~ the Deplrt-.nt"l 2~-hoUr
~eNlrlnu ..tvl01 ~r' for for.' ordering I I~ Ptnn'Ylv~l. 1-100-]62-2050, ovt.l~ P~,Ylv~l.
.... within local Hlrrtlbut. .t.. (111) 7,7-IOft., TOO' (717) nZ-Z2S2 (Haadog II1ftI.red only).
IlEPL V
TO.
DIICOUNTI
PENAL TV,
11lTllI!1T.
Question. r...NlI.... .trot. contained on thit notJOI should bti Ilddr...1Id tOI PA _,ttMOt of Revenue, Bur....
of lncUvldu.! '1M", A"HI po.t "....lJIHtnt Rlvl.., Unit, Dept. ZIOltOl, Herrhburg, PA 17121-0601, PhoM
(717) 787.6505.
If MY taK .. II Ptljd ..1thln ttlr.. (5) cal~r onth. aftar the deeaant'. death, a flv. percent (~) dlltOOUnt
of thI tlX Plid 1. allow.d.
T"- 15i: tax aMM.ty non"plrUclpaUon f*lalty 11 GOIlPut.d em the total of the tax IInd Int.r..t ........, Ilnd not
p.aid befora J.....ry la, 1996, the f1nt dlY ah.r thll end of the tax ___aty period.
Inter..t 1. Gharfed beelnnlng ..Ith fir.t chlY of dallnquMM)Y or nlna (,) onth. met ana (1) chly frOll the deta of
daath to the datI of PIYHI'It. lax.. wh1ch btoMII delinquent lMfora JMulry 1, 1982 bttr Intaraat at thl nta of
alM (6)0 percent per ...,... calculated at a dally ntl of .000164. All taxI' which baotM delinquent on and after
..NnlMry 1, 191' ..111 bAr Inter..t .t a ratl which will vary fr_ oal"r year to call1ndar YNr with tt.t rat.
~ed bY the PI, o.parm.tt of Ravenue. The IIfJPlicab1. Intlr..t rata. for 1982 through 1991 arll
~ Intar..t Rita Oally Intara.t faotor V.., lntlr..t Rat. UaUy lnt.r..t Factor
1912 lOX .Oll~ 1.87 'X .'00247
191' 1~ .,IHse 1911-1991 llX .100Sll
191<\ llX . onset 1992 'X .000247
191' lSX ,'00556 1995-1994 7X ..10192
1916 UX .00027' 1995-1998 'X ,000247
--tntera.t 1. oalculatld .. followlt
INTIIIlIIT .. BAUNCE OF TAX UNPAID X NUKBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
--Any MoUe. 1.1UId aftlr thl tlX bac... delinquent NUl raf1~t ." Intlr..t oalcuhtlon to flftHn (15) dly.
blYond thl eMtl of the .....lMOt. 1f pIYlllnt hI .ade aftar thl lnten.t C.,utlUon data Ghown on the
Mati., MlcUUona1 1ntar..t auat M oalCltlI.ted,
..
cl_
\
IN REI ESTATE OF CARRIE E, ORRIS
Deoeased
IN THE COURT OF coMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1997.00544
BlCJIP1' AND RELBASI
I, Norma sgrignoli, the undersigned, being a legatee under the Will of
Carrie E, orria, deceased, do hereby'
1, State and acknowledge that 1 am an adult individual I having been
born on september 22, 1937 i
2, Waive the filing of an Account or schedule of Distribution by the
'personal representative of the Estate I
3, Acknowledge that 1 have received all sume of money and other
property to whioh I am entitled as an heir of the Estate. of carrie E, Orris;
4, . To the extent of said distribution, release Kathleen K. Putt,
Executrix, of the Estate of Carrie E, orris, and her heirs and personal
representati ves, from all liabi lities, whether due to her negligence or
otherwise, which she may have by reason of her administration of the Estate;
5, Agree to refund to the Estate and to the said Kathleen K. Putt,
Executrix, any portion of the distribution to which 1 am not properly
entitled, and, to the extent of said distribution, to indemnify her and the
Estate for claims made against her and to reimburse her and the Estate for all
eKpenses and costs incurred in connection with any such claim; and
6, Declare that this instrument shall be legally binding upon me, my
personal representatives, and assigns,
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ day
of 11,1':1:..'-11) , 1998,
J
7t'Vr'c,v ,;(;4.<-r.ALISEAL)
NORMA SGRIGNO
11-02-1998
BRENDZ/\
05-07-1997
21 97-0546
CUHBERlAND
101
l --- A"o..,t R...1H~d -l
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER Of WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CU,- ALONG THIB LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: iifif-iX-AFP-iii9-:i=;rNi'j'fiCi--ciji-YNiii"iii'ANCn'-'AX-APPRAiiEMiNi'-;-m.-ciiiANCi-oli----------- - - - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PETER FILE NO. 21 97-0546 AeN 101
If .n ........nt w.. i..ued pr.viou.1Y, lin.s 14, 15 .nd/or 16. 17 .nd 1S will
refl.ct figur.. th.t inolud. the tot.l of ~ r.~urns .......d to d.t..
ASSESSMENT OF TAXI
II. Aoount of Line 14 .t Spou..l r.t. III)
I.. Aoount of Lin. 14 t..obl. .t Line.I/CI... A r.t. 11.1
17, Aoount of Line 14 t...bl. .t Coll.t.r.I/Cl... I r.t. (17)
II, prinoip.l T.. Due
TAX CREDITS I
pAYMENT
DATE
/51f/7-ltI
BUREAU Of INDIVIDUAL TAKES
IM'EAITAMCE TAM DIYISION
DEP1. 11..01
HARRISIURGI PA 11\21-0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INM~~ITANCE TAX
APp~AISEMENT, ALLOWANCE Oft DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT OF TAX
JOEL R ZUl.lINGER
200 CHMBRSBRG TR CO BlD
CHAMBERSBURG PA 17201
DATE
ESTATE OF
DATE OF DEATH
FILE MUNIER
COUNTY
ACN
ESTATE OF BRENDZA
) CMANlIED
TAX ~ETURN WAS. I X) ACCEpTED AS fiLED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. ft..l E.t.t. (SohedUl. A)
2, stooke and lond. (SohedUI. II
I, Clo..ly Maid Stook/p.rtner.hip Int.r..t (Sohedul. C)
4, Nort_./Not.. Reo.i.obl. (Sohedul. D)
I, C.Ih/lank Dapo.it./Mi.o, p.r.on.l prop.rty (Sohedul. E)
., Jointly lhInad prop.rty (Sohedul. FI
7. Tr....do,.. (Sehlldul. 0)
I. Tot.1 A...t.
(1)
(21
(I)
(4)
(5)
(.)
(71
,00
,00
.00
.00
,00
.00
.00
(81
,00
,00
(111
(12)
I1S1
1141
APPROVED DEDUCTIONS AND EXEMPTIONS I
.. F~r.l EMpen.../AdM. COltl/Hila. Exp.n... (Schedule H) C,)
10, Qabt./Mortg.ga Liobiliti../Li.n. (Sohedul. II (10)
II. Tot.l D.duction.
12, Mat V.lue of T.. R.turn
IS, Ch.ritabl./ooY.r~nt.l I.qua.t.) Non-.l.ot.d 9115 fru.t. (Sch.dul. J)
14, M.t V.lue of E.t.t. Subj.ot to T..
NOTE I
.00
,00
,00
RECEIpT
IlUNIER
DISCOUNT (tl
INTEREST/pEN pAID (-)
AHOUNT pAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
'*'
..Ht41Uml...m
PETER
DATE 11-02-1998
NOTE: To in.ure proper
oredit to ~our ~count,
.ubIolt the upper portion
of thi. for. with your
t.. P.YMftt,
.00,
DO
,00
,00
,00
X .00.
X .06.
X ,15.
1181_
.00
,00
,00
.J!L
(7
. If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCDLATION Of ADDITIONAL INTEREST,
If TOTAL DUE IS LE~S THAN .1, NO pAYMENT IS REeul~ED,
If TOTAL IlUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY IE DUE
A REf\ltlD. SEE REVERSE SIDE Of TMIS FO~M fOR INSTRUCTIONS, I
.00
,00
,00
.00
REst!AYAlIOM.
PURf'OSE Of
MOTlCE I
PA'(fEN'1
RENlD (ell) I
OBJECTIONS I
AOMIM'
IS1RATlI't:
C_CTIOMSI
DIICOlI4TI
PEIlALTV I
IM1EIIEI1l
'9(J
II
>I"j
1(,
(;1(,,1';
CUll'.,'
"I F/\
E.t.t.. .f ...._to d.lng on '1' ..f.ro 0.'-1' 12. 198. .- If on. futur.lnt.r..1 In tho ..lOt. \I tr...f.rrod
In po.....lon '1' onl....,t t. CI... I 1..11.1.1'.1) bonOfl.l.rl.. .f tho do..dont .ftor tho ..,Irotlon .f on. ..t.l. f.r
Ilf. .1' f.r ,..1'., tho C....,...lth h.r~' ."1'.'." 1'...1'... tho right t. 0091'.1.. and ...... tron.l.r Inhorllono. 1....
.t ttM l...ful el... . (ooUeteral) tete on tinY IU<lh future lnt.r..t.
1. fulr111 tho r.qulr_t. .f S.,lIon '140 .1 lho Inhorlton.. .nd E.IOI. 1.. A.t. A.I Zl .f I9'S, m ',S.
s.ctlon 9140).
Dolooh lho I.. p.rllon .1 thh 11011.. .nd .....11 wllh ..ur p...."1 10 tho R..hlor .f Mllh ,rlnlod on tho 1'...1''' oIdo,
~R_' chltOk or IlOneY order payable tOI REGISTER OF MILLS, "UENT
A rofund .f . I.' .rodlt, Nhl.h w.. nol r.......I.d .n lho 1.' Rolurn. ... .. ro_.I.d b. ._I.llng .. "Appll..lIon
f.r M.lund of 'ann..I."'I' Inhorll.ne. .nd E.I.I. 1.'" (REV-I>!3)' Ap,II..lIon. .1'. ...lIobl. .1 lho off I..
.f lho ROOhl.r .1 Wllh, on. .1 lho '3 ........ Dhtrl.1 Dffl.... '1' b. ..111'11 lho ....1.1 ,'-hoUr
.....1'1.. ..1'.1.. nuob.r. f.r f.r.. .rdorlng. In ,onn..I.onl. 1-800-56.-20S0, out.ld. ,onn..I...I. ond
within toc..l Hlrrllbutl arn (117) 7&7-8094, TOllI (11'1) 712-2252 (.....r1nt IllPllred Only).
An. p.rt. In Inl.r..t net ..tI.flod wllh 1110 ..pr......nl, .Uow..... '1' dh.Uowono. of _tlo.... '1' ........,1
.f I.. llneludlng dl..oonl '1' Inl.r..ll .. .hown .n Ihl. IIotl.' ...1 Dbl..1 withIn .1.1. 1601 do.. .f r...lpt .1
thl.. MoUel bYl
--wrlllon '1'.10.1 I. tho PA D.p.rl..nl .f R..."", I..rd ., A"..I., 0.,1, '8'021. H.rrl.bur.. PA 11128-1021. OR
.-.I..llon t. ho.. tho ..11.1' dol.r.lnod .t .udll .1 Ih. ....""1 .1 lho ,.roon.1 r.pr..onl.tI.., OR
--IIPP,,1 to ttM Orphllf'll' Court.
FootUlI .1'1'01'. dl.....r.d .n Ihl' ........nl .h.uld b. oddr....d In .rllln. 10' 'A o...rl..nl .1 R...nuo.
lur." .f Indl.I"".' 1.''', mw. P..I A.......,I ...1.. """, ",1, '80601. H.,'rhbur..'A m"-0601
PhonO (1111 181-6S0S, S.. p'" S.I lho b..k..t "In.truotl... f.r 1....1'11.... 1.. R.lurn 1.1' . R..ldont
o.o...,t" (REY-lSOl) for an IKpllWllUon of 891nhtraU"11Y correotebit atrot".
If on. t.. ..... h ,.Id .lIhln Ihr.. (51 .,I.'od" ..nlh' .ft" lho ........nt'. ....Ih. . fl.. ,.r.onl (SX) d.......1 .1
the t.~ paid 1. alloMld.
lho I'X t.. ......t. non_p.rtl.lp.tl.n ....11. I. ....ut.d on lho 1.1.1 .1 tho .... end Inl.r..' .......d. and nol
p.ld bol.r. JIOU.r. 18, 1996, tho 111'.1 d., .It.r tho .nd .1 Ih, t.. ..no.I' ,.rlad, lhl. non-p.rll.I,.tlon
....It. .. _.1.... In tho ._ ._1' ond In tho lho .... II.. ,.rlod .. ..u .ould ..p..1 1110 I.. ood Inl.r..1
thIIt tw. been ."....cI al lncUoatld on thh noUOI.
Inl.r..1 I. nhor..d ...Innlns .llh flr.1 ... .1 d.llnquono.. '1' nino (91 oonth' ond .no (II d.. 11'00 tho d.t. .1
do.lh. t. tho d.to .1 p._nt. 1.... Nhl'h b..... dolln_nl b.l.r. J.....,. I. 1982 ".1' Int.r..1 .t lho r.t. .f
.1. (6XI por.ont "I' ...... ..I,ul.l.d .t . ..II. 1'.1. 01 ,000164, ~II I.K'. Which ...... dollnquonl .n and .It.r
Jonvor. I. 198' will ".1' Int.r..1 .t , r.t. whl.h .111 ..1" 11'00 ..I.nd.r ,..1' t. ..I.nd.r ,..1' wllh thOl 1'.1. '
..........,od b. lho 'A Ilot>.rl..nl .1 ....nuI, lho ..pllcoblA Inl.r..1 r.t.. 1.1' 198' IhrOUGh 1998 .ro.
U!t !Dl!r.,t Rbt. D.UY Intar..t Factor ~ lntlr..t Rat. Oalh lnt.r..t Flctor
198' 20:< .OOOS~. 19a7 9:'. ,000Z41
19" 16:< ,0004'58 naa-1991 11% .000101
I'" ni( .000301 n9i': 97. ,000241
1915 1):< .000556 199341994 1X .0001'12
1986 10:< ,000274 1995.1998 9;: .000247
--lntar..t 11 caloulatld '1 fo11O\11':
INTEREST. BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
--An. 11011.. h.uod ,ft.r tho I.. ..._. dollnquon! wUI rofl..1 on Int.root ..I.ul.lI.n I. flfI." (lSl ~...
...ond lho ..I. .f lho ....._nl. If p....nl .. ..... .ft" tho Inl"..1 ....ut.lI.n d.l. .- on tho
HoUel, ackUtlonal 'ntllr..t ,"l.t be calculatld.
/S--I,f;J~/3
IUlIAU " INDIVIDUAL TAXII
INMlRIIANCI TAM DIWIIIOM
IIPT. .....1
_1_, PA arlll-ttn
,,'1/
<...-
*
.~.,.., ...., III.",
Hi DATI 11-09-1998
I, IITATI 01' ORRIS CARRIE E
DATI 01' DIATH 05-27-1997
PI~I NUMlIR 21 97-0544
'~)(i j'J 'j'j COUNTY CUMBERLAND
/,,)
GEORGE A VAUGHN III ACN 101
!904 TRINDLE RD L _t R..ltt.
CAMP HILL PA 17011 \;10
Cl:ll
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-13-1998
PRINCIPAL TAX DUE I
PAYMENTS (TAX CREDITS),
PAVMENT
DATE
08-21-1997
02-20-1998
10-22-1998
RECEIPT
NUMBER
AA211665
AA269779
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
947.37
.00
.00
18,000.00
5,832.94
742.33-
COMMONWIALTH 01' 'INNIVLVANIA
DI'ARTMIMT 0' RIVINUI
INHIlUTANCI TA)(
STATIMINT OF ACCOUNT
MAKI CHICK 'AVAlLI AND RIMIT PAVMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE' To I.n-. pr_r "....it to your _t, .uboIit the _r portion of thl.o fOl'll with your t.x p._t.
CUT ALONG THII LINI .. RITAIN LOWIR PORTION FOR YOUR RICORDS ..
iliV:I~b"I.iX"Af:ii-liil':nr------Ii..-ii.iiiRii"ANcrfAif"ii;"ATiilitif-OF-Accouiit--.i.----------m---...--
ISTATI 0' ORRIS CARRIE E FILl NO. 21 97-0544 ACN 101 DATI 11-09-1998
THII ITATE.NT XI PIlO\IIDED TO AD\IISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. S_ 1!L0Il
II A _1lY " THI! PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT IALANCE, AND, IF APPLICAlLE,
A PIDJECTED INTeREST FIIUIE.
AMOUNT PAID
TOTAL TAX CRIDIT
BALANCI OF TAX DUI
INTIRIST AND PIN.
TOTAL DUI
. IF PAID AFT.R THII DATE, SEE REVERSE
llDE FOIl CALCULATION OF ADDITIDNAL INTEREST.
( IF TOTAL DUE IS LlSS THAN U,
NIl PAVItI!NT IS RIIlUIRID.
. IF TOTAL DUE IS REFLECTED AI A "CREDIT" (CRI,
YOU MAY iii DUE A RIFUlID. liE REVEillE IIDE OF THIS FOIlll FOR INSTRUCTIONS. I
24,037.98
24,037.98
.00
,00
.00
I
\
,
)
I
I
r
~
~
I
I
I
PAVIEHT I
~.~~
DttllOh tM top porUon of thh HoUoe Ind .w.H Mlth your p.~t Mdt pay.i. to the n-. IN! Mldr...
print" on the r.yer.. .1..
If RESIDENT DECEDENT .. chack or IMllMY arder paye". tOI REGISTER OF WILLS, AGENT.
If NOH~RESIDEHT DECEDENT .... oMok or IIOMY order p.ylb'. tal COMMONWEALTH OF PEtltSVlVANIA.
REFlMD caUl A r.fund of . t.~ or_It, lilhlch .... not r......~ an thli T.x M.turn, MY be r~.tad by c-....Ung an
tt_UCIlUan for R.flftd of PMw'I,ylYani. Inheritance, and E.t.t, '.x" CREVRISlSL Application. Ir. av.UIbI. at
tiNt Offloe af the R..ht,r of WUt., any of .... 2!0 R.".... Dhtrict Offlo.. or frOll the Dap,"tMnt'. 24whoUJ"
en....rJAII ..rvlea ~n for for.. orellrl"'l In Penn.yIVanl. l-IOO-S62~ZDSO, outside Penn.ylvanla
and ..ith.tn 10081 "rrhbur, .r.. (717) 767w609it, TOO. (717) 772RZZS2 (....r.\..... IllPftlr. only).
REPLY TOI
DISCOlMTI
PENAL TVI
INTEREST I
Qua.Uon, r...rdlng .rron tonhlMd on this noUc. .hOuld be Ilddr.ued tOI PA o.part...,t of Rav~, Iu,....
of Individual Tax.., All" I PQ.t A.H.IMnt R.vl... Unit, o.pt. 21060', tfIlrrllburll, PA 17121-1601, phonI
(717) 787-6505.
If ..y tlX duI Is paid within thr" (~D ".Iandar aonth. .ft.... thl dacadwlt.~ duth, a fiv. p,Mrcent (ax) dlsoount
of the t~p.ld I. ullow.d.
The IS" ta~ .,..ty nonRpilttlolpaUon penalty 11 cMPUt. on thl total of tM taM and Int.,...t .....'IId, and not
paid bIlfora Janu8ry 11, 1996, the first day aftar the Mld of tt.. t.x .......1:y period.
lnt.r..t .. chIIr.. beginning with fir.t day of dlllnquanoy, or nine (9) IMN\th. and one (1) MY frOll the dlt. of
_th, to tM dat. of P'YI*\t. TalC.' lrItllch bee.. dlUnquant bafore J.nuery 1. 198Z ba.r Int.r..1: at 'the rat. of
.SM ((,X) percent par INlnWl ",lculatMt .t . dally rat. of .0IOIM. All tax.. which btIo.. dlUnquant on ... aft.r
JInUIr~ 1, 1982 Mill belr Int.r..t at . rat. whloh ...111 vary froa ~.landar yaar to oalendar ~..,. ..Ith thlt r...
MnOUIOed by thl PA DepartMnt of R.yenut. 1h1 appUcel. Int.r..t r.t.. for 1912 through 1991 arll
VA' lnter..t R.t. Oalh' Int.,.a.t factor VA' lnt.r..t R.t. Ually Int.r..t FlOtar
1962 rox ."OM' 1.87 9X .000247
198> lloX .000411 1961-1"1 nx .toOSOI
191'\ 11;( .100501 1992 9X .000247
1985 IlllC . ..03.. l1IJ93RI~ 1X ..00192
1916 lOX .10.274 1"'5-1991 9X .000247
uJntar..t I. 0.1oulatad a. followlI
JIITIlIlBlIT . SALANa: OF TAX UNPAID X NUNBER OF DAYS DELJNqUENT X DAJLY JNTElEBT FACTOR
~-Any NotlM l.suN .ft.r 1:hI hlC beoOM' delJnquw\t ..,111 r.f1adt an Inta,...t calcul.tlon to fift"" UI) .-v.
b41yand thI at. of thl .........t. If paYMOt is ... .ft.t the Int.ra.t oOllput.Uon data shoNn on the
Motloa, additional Int.t..t .u.t be caloulated.
1:l't~1:\Jf!.)\~I'()H1IJNp~~!~\!IJ~ ~.dl
Name of Decedent 1___~~uie_~;LJlI.dIL--
Date of Death 1_!l.?1..27L"1~91.
Will No, .---1991.:-00544. ...-".---.-
Admin, No.
pursuant to Hule 6.12 of the supre~e Court Orphans'
Court Rules, I report the following with respect to completion of
the admin 1st rat 1011 0 f the ,1hove-c'lpt lon",j estate I
1, State whethfn admlnlHtt"atlon o( the estate ls completel
Yes X No
2. If the anAwnr Is No, state when the personal
representative reasonably belleves that the admlnistrat.ion will be
complete 1_-----.- ....-.....----.. -- .-.---.-
3, It the allSWel" 10 No, 1 15 Ves, state the following:
a, Old the personal representative (lie a flnal
account with the Court? Y8S_...-_. No_l<.....___
b, The Rnp,"'ilIP nq,han,.\' emlrt No. (It any) for
the personal representatlvp' S ilCCllunt Is:
c, Did the pelsonal l'epresf'ntative state an
account informally 10 tho parI les in inUHf'st? Yes X No
d, copies of I"RCpipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel 5/A(.),f _ ~:.d:A-J(~ _0!//~";<;
signliiture
George-A. Viluahn. III
Name (Please type or print)
3904 Trindle Road
Camp .!II.11,_f~__17011___
Address
;-J
L?l?J~.9.?5::-.9.1Q~_--
Tel. No,
-; ~)
':,)L~
Capacity' ____personal Representative
.X_counsel for personal
representative
(MAH I rmfl AM3)