HomeMy WebLinkAbout97-00568
PETITION FOR PROBAn: and GRANT OF LETTERS
E.~lale of ADELE H. MITCHELL
also known as SARA ADELE MITCHELL
Deceased,
Social Security No. 567-80.7271
No, ;l../ ~ 9 7 -~.." t'
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioners, who are 18 years of age or older and the Executors named in the last will of the
above decedent, dated thls_ day of , 1980 and codlcil(s) dated [none].
Decedent was domiciled at death in Cum~erland County, Pennsylvania, with her last family or
principal residence at 11 6 Garland Drive, Car 11& le Borough
Decedent, then 90 years of uge, di<:d M~y 18, 1997, at 216 Garland Drive, Carlisle,
Pennsylvania.
Except as follows, decedent did nl'. murry, was nL' divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa,) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 216 Garland Drive, Carlisle, Cumherland County
$ unestimated
$
$
$ unestimated
WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon,
Ralph M, Mitchell
4747 Thornbury Drive
Fairfax, V A 22030
(703)803-9271
:_ -7 </),",J If) ",/,1.,.~~".c1"
J ie tv\, Griffith (.' I
220 Garland Drive
Carlisle, P A 17013
(717) 249-4407
================================~=========~==========================
OATH OF PERSONAl, REPRESENTATiVE
COMMONWEALTH OF PENNSYLVANIA)
: SS.
COUNTY OF CUMBERLAND )
The petitioners above-named swear or affinn that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioners and that as personal representatives of
. the above decedent. petitioners will well and truly administer the estate according to law,
Sworn to or affilmed a~ubscribtd
befo~e this ,~3 lIay of
t.I~{~I~ ~ ,I9iZ L
'--nl ,,~ . y~. I tf; 1<11 { . ( 'ii ~ j;-;A
IWJP-Ld" Register
Ralph M. Mitchell
4.'(:1(.,,"
(Janie tv\, Griffith
J"))
,; /1
',,~lA.1;{ &"ff::6:
~ ~~
PETITIOI'l FOR I'ROHAn: and GRANT OF Lr, fTERS
Estate of ADELE H. MITCHEl.L
. also known as SARA ADELE MITCHELL
Deceased.
Social Security No. 567-80-7271
No,_~I- q 7- S"1r
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Y our petitioners. who are 18 years of age or older and the Executors named in the last wi II of the
above decedent. dated thls._ day of , 1980 and codicil(s) dated (none).
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family 01'
principal residence at216 Garland Drive, Carlisle Borough
Decedent. then 90 years of age, died May 18, 1997, at 216 Garland Drive, Carlisle,
Pennsylvania,
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
. Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa,) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 216 Garland Drive. Carlisle. Cumberland County
$ unestimated
$
$
$ unestimated
WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented
~ith and the grant of letters testamenta7Jl~on.
/1$1i1, 1Mit~- .
Ral~tchell Janie M, Griffith
4747 Thornbury Drive 220 Garland Drive
Fairfax. VA 22030 Carlisle, PA 17013
(703)803-9271 (717) 249-4407
====;======================================================~=========
OATH OF PERSONAl. REPRESENTATIVE
COMMONWEALTH OF PENNSYLV ANIA )
: S8,
COUNTY OF CUMBERLAND )
The petitioners ahove-named swear or allimlthatthe statements in the foregoing petition are troe
and correct to the best of the knowledge and belief of petitioners and that as personal representatives of
the above d~cedellt. peti\ioncr~ will well and truly adm~ter th[lJ~a~e ac~or~jg to law,
Sworn to or allil'med,and subscribed ~ 'w{)j!1/( Ud dIll ~
beCi<..;~s 8"'" day of Ralph M, Mitchell
.IW7,
'1r1~r..;.(1 l"W'-~ 15.; ('9, ~J:tZ1
. .fU<t; RegIster
I.~---- 1~"'1 '7
Janie M. Grillith
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!, !\ll(,;w(,; II. MI'R;UEl,r" 'I dQnlclUilry (.>1' tll') fH"lte of I?f;nnny.lwl~HI
being oC so,md ,mddiflfXlSil\9 mind and II\l)lIpry, ,'10 homily mCl~i.1, [JU~Jlhlll a!):l
dC>C!Clr.) this inSlUul1Ient t,ohn my \,/'0:-1'1' ,\'il. I ,1, AND 'I'I'~','I'AMI':NI'. l, II>Juphy
'rlJVoke allY and a1.1. IVllls and ,xtllcLJ'l I)y 11\') h~'r()tof<)r() lIIade.
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WE:t<lI'TI"lcr~I'I()~S l\:~iJ DI'WI NI'l'J(~8
1 haw t~) <;Illldroli, IlAl"PII ~\. ~\,T'lt'II!'.L,I., II ,'!rid ,lflNu:M. (;1\[(0'['1'111.
Reb,H"r!1l)';08 in thiB Will to IIIllY Chi ldr\m" j,nchlrk\' Lh0::V~ t~,jochtldr(~il
at"I dny uthor lawfu.l childl:cm Ixnn to Dr, i"IDp1o'.J by lil".
The '~ollo\1ing dof:.ln.ltilms ohtaln In imy Int, ,',[ t'lI> t".'I:rrrB In this
WilLI
L "De;iGendiults" meam3 tho i111n'xliatr' and rnlllol;ro l.a'1f.ul,
LlndclJ descendants of: th(~ perr;on r.(~rC,t~rc.d t{),Clni'l it
IIIC!ans UlOSC! descendants in being at Un t illl" th' 'y
U\u~t. h~ ascertained in order t.o tJiVr~ efh:ct to the
r.eterC!nee to them, wh(~th0.r they 21r':, horn 1"for,o:1 or
, after Illj dei:\lh or, of ,my other. Pi'r~.on. '1',,,, bY!rwll1s
who taKC! :il1der this .ViU .1S DeSCen<.iantc; Sh;l11. Ulk," h'!
r. i<;lt\t of rUt)[lJsentation, in aGeo((lane(~l \1itil tl1f' rul8~ of
per <illrpo,c; distribution and not in accordanc0. with the
rule ot .'er capita distribution. f"rf,ons 18'1;\l,l.y
adoptL'.1 wh"n under tho) ag0. of [our tenn y(..:,r', nlnll.
not be JHEor'o,ntlated [[(~II blood d0.!"I:;nn'1clntL; for an'!
j)urpose.
2.. II ~ju tV i VC 11\l~" is to h:' C'LlI')'~ I: rLit'yl to 1ll(~(~1I1 t \10\ t Ur1 P(~ Cl0n
rderred to llIust sqrvlve llIe hy tl,irty clays. TF. th,~ [l(lI:~J()n
,l\:iterrl~d l;.O ~;liefl \v.lthin thirty Il:lY~~l of: lnI rk!l"jth, th(~ re[uo"Hy;r-:
to Idlll sha L.L he const!:lKxl ar, it' h,) h.:J<1 f'a l,I od to :ollrv.! VO n\f.).
I[
P^Y~\ENI' OF Dmm mll 'J'N(b:S
1. J-\J.l ()( thl~ l:~XpC!I"):-ion or lIT! L:yH:illlV'_!fl:J, t:unc~ri\L ,-:md
of. th..~ il>.lil\inll,Lr"tiol\ of my o~Jl',at(!.
ih (\11 'ini)1)'Cit:.~\nn()'; tt"'m~;Cor, Hst,jl~\ '?lnd ~~lmj lar ta.-xeSi ,
(.lncll~ling interosc E,lnd t)-~n11t lUfH ~,'\~-:Hji)nsed '()t' payab"lJ~
b}' (8.1SOn .:}l.' my' clc~ath, on,~1IiY pt.\")!X1rty or intf.)r/:1st
,III In; c'state [or. th" [XII'[Xlf"U' of f)o:np'ltin'.l tc1X(~9. My
l'xecutor o3h,.il,1. not ['''Ill!. [I) anl \1011'~f'!.e brv urrlel; this
lVI.' 1. to reimbLlul<' IIfl ,"f3t.'1te for tax~o, p,~,id onpr.opert'{
VdsBin;J ul1d",r th2 terms of. this Will..
(Page 1 of 3 Pages)
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pmYIl\Cm\:. ot dubts :;111<1 tel:':""] '11l1(h~I' ArUGl:o II a['W" , It\'.',tl.ldl.ngr.llnl tun
[l(H!'lot\al pt'vpcorLY, ',viMt\,)VH a:lqll,',.r,;<'I hy II", 1'I'<)[J"rt:y ,'IS! t:.. \~hlcli,
1,t'I',;>etlv" ;(il1lXlSlI;LOI1 l:) !lot: ,,1:11'1[1'll:;o IIHd,: 11\ I:hi:\ WilL, /Ird
PI'\lfJet't:Y 01:1 to Wllkll 1 i"lye! an option to PUI":":I"\" iJl' ,) ,,'vucPotqn,"ty
lnt:<,,'(J!It:, hut: ,))(UllllillCj prof)",'!:y 'U, to 'tlilieli 1 h,'VI' nO 1111:<,,''''11: ol:tVH:'
tl1'ln i~ floW"r 01,' dPfx1ln\;II\,mL.
ll. I \liw illY CiVil vlat' [lhr,ll'Y!.') nYj S(II1, \,^[,['II M, ~1l'lnn'a,i, iI,
it 110 5u[ViVH~~ 10\1.,
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t'ell\",IlIf.Jer of IllY l~lS~'\U:I.I:Y "i~81~"It:(..' to In'!. ,LII~Jhl'.i~r, ,I^NH: ~\, em UWT'I\I ,
iX !omo survlvn:!o 11\1;1,
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co"'exo(J~IU)rs' 1.'\O~ \-i:.o rdqu 1 r!.~cl \j'[uco l.f:;h
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1 t:"Jqllu,;t: I:ltat [11'1
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(N Wl'rNE~S ~\JilGR\~:ul;', I havu fit ~____,-"""",_,~~.~"""""'c"~_~--~_d'_""':'~';"';
t:h~s __~_._ day DE ,_._-:-c-'~--" 19BO, 8ctmy IV,md illY]
Beal to tllis lilY [.11.."[' WH,L, !\N!)"l'gS'1'1\i.\8!'{r ~<)ns.if\t l,n<] oF. t11l:"'" (3)
tYPI)wdt;i;en pag!;'!s, this il"lJl.udlld, the !?~(;oedlri9 p(lCjI)~3 hf;Jr<3of. DeiltihCJ
my siCjnatu~e.
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_._~J...__"":":::"-~_~,,_o-,_,"__...---.(SlJ~I-I)
ADELE If. M I ![Clmr,\', '
Higneu, f;,:!C1l<"d, 'p.\bl!.giwd dnd declOll'od by the a\)o'le-nnr\l!,d
t(~Btdtcix, f\Ut.:Lll'; H~ MlflCl.W:r.JLI,_ 2\f~ -hex ,LN}ll WILL ^ND I[,E~n'N\'h':Nli, in tr-~~
pri~s\.:\nGH or allot us at one tlme', and (:It: Uy.~ sam!) ,time, \fl\-~, ,~\t IY~C
rf~qlh~~st Lll)d in Ill')\.' pr8:J(~nc0 and 1n l:h':! pr'.)~~vrLY~ of 0l:lch nthJl:, In')('I
h'H"l\n~() 91IiJ,;cril"'".1 our: 11111!>;:', ,1'1 ;1\:1:,),\tlnq 1'1\1:11'<"\'1',,\,1':11 I'll) do her'1hi
altug\:, to the' ,;mlnd "11d dhpo:1in':1 mInd and 11\,'IPC{ ot flai.'j 1:J1!!I:atrb; aI.,
the (Iat.l~ 1"'~[I;,,\Jt~, ('md to Llll~ p;lrrC)rl11.1\Y.~C:l or: L\L~ ,a[ilc"'ld\.d rl,'~l::',\ or
e;;(\.;ut 1011 dt _"'~~. ,_~.__~~~....~._.,._~_n~_'~-'.""-"""~--"--~.'" tri j, ':j .~-~,_. ..-'" d,:\Y
() I. ._____...._, I ,Hlll.
NAl'II';
!}n~~t~:~.~.
863 Carlwynqe Manor. Carlisle, PA
Robert A. PeterSon
-_.----~--- -~.. .~,.,.- '..~--_._...---...........------.
1215 Market Street, Hbg, FA
----------_._,-----~,.--".~...--_.
Rosa A. Ortiz
..-.-\ ...-. --.--- -..-..,---".,_..,,-,.._,~-.--.,......._~._,-~
----_._._-.-_.,---_._~.--_.-
R.D,ff2. Newville, FA
Dixie Lee Stoner
~"-~--_... ..---_..,,~~-,_.....--.........---. ,~-~,_.._~.
_....---..~----,.-.-_._-'
Wage 2 0 f :1 Pages)
OM{)t'MFAl.111 01<' Pl,;NNSY1NIINJA)
C:oJN'l"t OF COOI~HIJ\ND ) (,s:
Bflf.ore 111!!, tl~ 1,IIYlor,dqn,xl ilUU,n i,ty, on thIu (lay P(JI:::lOrldUy ,JPP<'li.U:Or]
ADIll,E; H. MI1~Hii:I,L ,
, o.___~....-.....__~'...____._.__,"..___...._~
, and .. .' known to In'! to he
the' testatrix and the-WIti,elHles;-'rest><x.:tiV:'ly,- Wr;:,Sll rU\r~J:l "ro mlhr,1Cl: lI"lf! to
ttlfl ',mnexc>(l or (orpgolng irl.',tnlloont in tl....ir f'e:3pc.cLiv'! Gdp1l()l,U('~, and all
of said pc~rsons OO1n9 by me duly r,~)rn, tho [JOlir] MJt;I.t; II. Mt'lClIl':LU,
tef.ltatrlX, declar.xj to me ilnd to tha sald vlitn'~r;se:.i,i!l mv pr'1gellGe that
said irllltn1'oont is her LAS'1' WILl, AND '1'h~'1'1IMGNj', Jnd that ,,1m had Willingly
mllde and ex(!Cot;et1' j,t as her freo act and deed for th,j purposer, th'1rl~in
expreSRied, ~nd the saId witn8sS0S, e~cil un t\ljr U..'1n oath, ~:~t.i1b;'(l to me, l.n
the presenoe and hearlng Ol the ''<lid tmltdt r:ix , !Jut 1:1", ':aid tnntatdx had
de:Jlared to them that fwid inst !"l11T!:'nt i.s h'.'lr f JlS'l' WU.,[, !lNlJ 'l'C:S'l'IIM':Nr, and
that she f'l((XJuted same ilS such ,md want,,_] Pilch of' tllam 1:0 'llgl1 i I: an n
witness, an::! IIp:lJl tMi r oaths UdCll w [t11088 stab..d f:'urtl~,r th,1t they did clign
the SamE! as witn,~gsfJs in t.he 1,>['<.'.'1011<'(' of t1.) ':aid t,-,statri.x illYl ,11: h"r
reqw'Jst, that she w:\s at: that time ,-, ightu0n Y"dW of' ag,' or over or l)<>inlJ
under such age, l~aG or had hu'm .I.,jWllllly IlIal'r ["<1, or Wi:lS trim a IIKJmlY!r of
the armed forces of: the Un it,,,! Stab',; or of' "1\ ill\v.i.l.i.ar'! th"r"of or of: the
Maritimp S(~rvice ar1ti wa~) 0( l:ml1nd wind; ,:md thtlt each of !kltd witn~sses was
then at least f6urt'~'')n y"ars of' a'J<'.
"OGL.E 11..-~ff'I~,iwd.,,~~t;;1f,}tr ly,-~"--
WI'l'N&si:l
--~._----.
Wr~NE:ss
- ~...............,;
~s--
Sul'\':1c~il:lf1lr1 and ackl10wledged before lIIe by the
tentRtrix, Ilnd "Ill I)g) r ibed and SI\\'1'n to bef.ore me
s~id ,
and , witn8sses, 8~rs-
sa id IIDI1:I.,E H. MI'I,CHI~r"L,
by the
-'
day of
_, 1980.
NOLdry Publ..['C"'"'-----
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of:CEOENf'8 NAM!! (lASl, fIR8T, AND MlOOlt INllIAt.) \J'~ /II bl.l111 block 10 '*~rlle wl')ld,
! MITCHELL, ADEl.B II,
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REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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!SOCIAl SECURITY ~IIMB(!H
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I 567.80.72' , 05/1NI1997 11/INi7.006
,
I (IF APPLICABLE) SURVIVING SPOU'lE'S NAME (lA!!l, FIRSl ANO MI(}olt INITIAL) SQCIAlllEClJIU1Y NUMutH Thll /llurn must be filed (n dupllct!e Wilt! the
] REGISTER OF WILLS
I t"-J 1. Orlgln.lReturn I I 2_ Supplomenl8lRolurn 3. RflmalndotReturn(foffllll.old.alhpnorlol1.IJ.1l2)
>J 6 Decedent Dlod T88late ;AUlch copy
01 Will)
g, LitIgation Proceedl Ro('AtI....ed
4a futuro Inlerelt Compromllo (for dales 0' de,th
IlIeI12>12.82)
T. Oeoodont Mal/\lalnod 8 LIving Tru!ll (AUnell
copy 01 Tw't)
10 Spouaal Povorty C'odll (dolO or deAth bfllwltl'lrl
lpt.9l~rl.dl'\'l:I5
5 Foderal Eltate Tax Rolurn Required
2 e Tolal Number of 5a'e O!lpoIII BOX88
11.Elocllon 10 tax undor See 9113(A) (Mach Sell 0)
1, Real Estate (Schedule A)
2, Slod,s and Bonda (Schedule B)
3, Closely Held Corpo,atlon, Partnership or Sole.Proprletorshlp
4, Mortgages & Notes Receivable (Schedule 0)
5, Cash, Bank Deposlls & Miscellaneous Porsonal Property
(Schedule E)
6, Jointly Owned Property (Schadule F)
7, Inle,.Vlvos Transfers & Miscellaneous Non-Probate P,operty
(Schedula G 0' L)
6, Totll Grall Allltl (total Lines 1-7)
9, Funeral E.pensea & Administrative Costs (Schedule H)
10, Debts of Decedent, Mortoaga Liabilities, & Liens (Schedule I)
11, Totl' Doducllonl (totall.lnes 9 & 10)
12, Nit Volul 01 Eltlto (L1na 6 minus Lln~ 11)
13, Cha,llsbla and Governmenlsl BequestslSec 9113 T,usls for which an election 10 tax has not
been made (Schedule J)
14, Not Volul Subject to TI. (Line 12 minus Line 13)
[i 4, Limited Ellltato
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I Stephen L. Rloom. Esquire
iFIRM NAMe {U.pp1icablel
: MAR'l'SON, DEARDORFF, WILLIAMS & O'ITO
ITELEPHONE NUMDER
(717) 243-3341
OFnCIAl USE ONLY
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15, Amount of line 14 taxable at the apouaaltax rata
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16, Amount of line 14 taxable at 6% rate
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OM lETE MA INO ADORES
Ten East High Street
Carlisle, P A 17013
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Und$ penallllll of Plflury, I dKllrelhll1 111\10 11l4m1nld lhls (.II,m, Including lOOompllrlV1ng Ichldule!l.nd ,tatement., and to. In" besl III my knowledge .nd beliel, II 1$ Irue, correclsnd cempletlt
OecI"IUon 01 preP'll" other t~n the ptrlonll repr,unl.lIl{t1 i' bued on elllnlOlmlllon 01 wIlleh ptlplIIer hil' any knOWl.,dge
4747 Thornbury Drive, Fairfax, V A 27.030
ADDRESS
17, Amount of line 14 ta.ablo at 15% rato
16, TI. Due
SIGNATURE OF?ERSON RESPONSIBLE POR FILING RETURN
113.144,35
. ~"
...
OR FILING RETURN
(>,0, !lox 575. Carlisle, PA 17013
ADORESS
,~.
AN REPRESENTATIVE
Ten Ea'tHigh Street. Carlisle, PA 1701~
ADDRESS
OAT~
DATE
;lj I .1/ L)~
DAtE
11: 17 :
REV-1500
INHERITANCE TAX RE1'URN
RESIDENT DECEDENT
.....,'..Ul.tt.."
SENT 8Y:MDWO
2-17-98
I
II!
ill
Ii
*'
_llltiJ_-_
_...~OIM~_
"pt, aMlt
lo\AMlIaIM,'" 1?1....n
~KA1iI1tXit: ..ft~~, ONo"iD/)\1! "1'I~y...i 1Mn"" iO ii;iiilO....i' .
MlfCHE1.L. ADELE H,
llOClAL etC,-,TV N""II!~ 'flAT! OI"[)EATH
567-80-7271 115/18/1997
(,~ /.W.'CULll)'lultlllV\lo4l1POll,,"'. AAMI (LAIt, ....T AND "'ClllIINmAl"
~ I, OrtglMI A"um
4, LI_ e.ll'"
o 2, SuppllmllllJ' Rotu,n
MDW&O-<
202 475 1662:# 2/10
'\FfllC.IAI.I~~-'''--
00~68
.,--..~._----. - ...
0A1F.IIf ~lI\TH ..
\ III M/21106
"
'~L RCU""" Hu~.n \ 'flit tWfI !NIl'.' t.... WI ~pucat.'Ill'h II..
REGISTER OF WIL.lS
n 3. RlmtlndlfR.-um (IOl'dllMofd.dlpfiOIIu I~"""l
O. Otoedent Dlt.:l T..wte (Al\leh 00f'l
"WIll
o LillCladon PI.."",. _..d
I' I ... Ful.u" 1M....' Catnptomltl (11)l' ... '1,,,,lh
... '2,"-111
I I 'I, Oocada" MaI,lIinad. LMng TIU.q.,.",
o<JIlNflfTfU6l)
10, Spa..... Poveny Credit (.... ,I .....-
, .".".f1IlI1.""
1,,1 ft. FIcI..... ellAte T... Return RlqUlrwd
2 &, Towl Numbw of !If. OlpOlit 80."11
I. i II,EIOC1Ion 10 ", unci.' SIC, glla(IH"'''" SenOI
Slephen L, Bloom, Esquire
"'MNAU!IIII~1 .~, ...... .~...~".,.._,.,
MARTSON, DI!ARDORl'I', WILJ.1AMS & 0'1'1'0
-_._.o'_'o'~'_'_'.
. ~__._ T'_'....._...~m...~"'_,."
,,--., .
IIlcrHONII! NUMIM!ft
(717) 24'3-3341
i
a:
\. R"'" ellAlft 19rNlflule A)
2, SIDdcI Ind Oondl (Schttdule D)
3, Closely Hlld co,poration, Plrlltmhlp or SoI..Praprit'JlOnlhlp
4 Mortglgel' Not.. Receivable (!lehedule 0)
5, cash, Blnk OepoeIla . MlloelIllI_s Peraonll P",perty
ISchedule E)
8, jointly OWned Property (Schedule F)
7, Inler ,Vi'"e Tranefe.. . 1.11.01111_ Non-Prob.te Properly
(Schedule G or L)
8, TOIIII B_1 AI..III (\Dill lines 1-7)
g. Funeral Expen_ . Mmlnlalrati.. C.... (Sch.dul. H)
10, Debt. 01 Dlc.edent, MorIg.gI LlablUIIH. . Llenl (Schedule I)
1" TN' Deductlonl (Iolal LlnlS a. 10)
12, NIl Yalu. el!!"''' (lIn. 8 "'~UI L~. 11)
.' . ',""",)~,.,~"., mll!l!. ,--"' ,,'''', ~1!e\'Tfd.:'
,. ,...."o~,-.:~'.:r~(,~6'i.DOIii!" ,..'" ..'........., ,.,." ,/...,
, ~ ~;~,'1 :\".! '.;\ '
'I'rlllllll Blah SIreet
Clrlisle, PA 17013
I
(1)
(2)
(3)
(4)
(5)
(e)
(7)
..
12 1,000,00
Or:~IC~L~T.y"-"-
6.619,64
10,934,21
_ ..;I.!l'.;\;
1311.m,8~\
(I)
...11_
24,462.55
946,9~,1
i/Il~'\lWilltib1llh\'4;~
(11) 2S,409,~Oi'
(9)
(10)
A
(12)
(13)
113.144,)5"
itl!i
't
13, CI1.r11llb1e .nd Governm.nlal Baque.IllSec 9113TruI" tar which In ele<lllon to \IX hi' nol
bien I!IIdI (Schtldull J)
", WeI Yllullubjeel to Tu (LIne 12 mlnul Line f3)
...'--- -.........--.-....
15, _I of linl 14 lIUbllll \llllpolJIIIII. lite
Sa. In.tN.llon. on l'lvelllllldl for pI_lIg.
1 e, AmOunt 01 line 14 la.lble .t 8% file
17, Moun,olllnl '41i..bll 1115% "Ill
II, T.. Duo
DR 'LlNO letU...' "
ilIMltOl'
~
N ~! !lP,oItlTl11F
I
~
... ,a, 0 ChIck """ It you.. ,.qu..llng a refund 01 yOIllf o..r....y"'.nl.
'''''i"~,,,'1'"i!']~ . , ' ,", ,,,,,,IIOD..lli\~~,,,,*,t.~:i."I;\,
"1I.t-'l."",~M"",\::m!iB'~J!lI!I'!'il~\'~,...,, ' . .' . ,_.. ,AI:'J'lIPlWll~( ..Nl';'~l ...,. t.
OM"'~' ,.n of~ry.l ~N I ~ tlh,II'''. v III .ecornpl",lng tdIldulllln4 t\llMlll'ltl, 1M 10""" of my )lnOoN~1I'lC DttI".1l11 we. coma 1110' lllMJCltltt.
\lIdI" "'1'""''''~_f,.._0f\~n"''''',,"of_.....r''....'''Y._. I k
~.. ~{J~..:.~7.1:1~flH ~~( ,~t It 4147 Thornbury l)ri~~:I',~~~~?~,V^._2!~~~,." ._- 2t1._7f
.,0 TU -6f*-fOlfR;"""",a'a ,OR rl,l... ~ETU'. AUOlWSS ,a
P,O, Box S1S, Carlisle, PA 17013
AOORE88
Ten Ru, High Street, Corli,le, PA 17013
ADDfliU-'o'" .. .,
(14)
(Ie)
lIe)
113,1405
.
.r!l
. ,06
6,788.66
113,144.3
. ,15
(17)
(18)
6,1RR_(;r,
OAT;
.-;J.j 1'1 j C}$J
UAU
DlOldlnt'1 Complltl Addrl..:
21 C. Cla,land Drlvc
CITY
IS'I'AH!
I PA
iZIIl17013
Carlislc
T.x p.yment. and Credit.:
1, Ta. Oue (Page I Line 18)
2, C,edltalPayments
A, Spousal Povarty Credit
B, Prior Payments
C, Discount
11)
6,788,66
Tolal Cr.dlts (A + B + C) (2)
3, Intore.VP.n.lty If applicable
0, Inl.r.st
E, P.n.lly
B, Ent.r the total of L1n. 5 + SA, This 15 Ihe BALANCE DUE,
(3)
(4)
(8) 6,788,66
(SA)
(5B) 6,788.66
Totallnler.sVP.nalty (0 + E)
4, If line 21. greater Ih.n IIn. 1 + line 3, enle' th. dlffe,.nce, Thl.lsthe OVERPAYMENT,
Ch.ok box on Page 1 Lln.19 to r.qu..t a r.lund
5, If IIn. 1 + Iln. 31. gr.at., than line 2, anter the dlff.r.nce, Thl.I.lh. TAX DUE,
A, Ent.r th. Inter..t on th. lax due,
Make Check Payable 10: REGISTER OF WILLS, AGENT
,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old deced.nt make a Iransler and: y.. No
a, r.taln the u.e or Income of the prop.rty t,anDf.rr.d:"""",,,,,,,,,,,,,,,,,,,,,,,,,"""""'''''''''''''''''''''''''''' ,,',,' ~-:1
b, ,.leln the right to d.slgnal. who .hallu.e th. prop.rly tran.f.rr.d or It.lncom.""""".""""""""",," i I txJ
c, r.leln a rev.",lonary Intere.t; 0'"""""""""","""""'"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''",,"" ! tN
,d, r.celve the proml.. for 11f. of ellh.r paym.nts, b.nefits or ca,.7...""""""""""""""",,""""""""""'" i k1'
2, II death occurred on or before December 12, 1982, did decedent wllhln two years preceding dealh transler
property without receiving adaquale conslde,allon? If d.ath occurreel after D.cembe, 12, 1982, did
deced.ntt,.n.f.r p,operty wllhln on. year of d.ath wllhout raeelvlng aelequat. consld.ratlon?,,,,,,,,,,,,,,,,,,,,
3, D,ld deced.nl OWn an 'In Irust for' or payabl. upon d.alh banK accounl or s.cu,lIy at his or h.' d.ath?"",,,
4, Old d.ced.nt own an Individual ,.tlr.ment account, annully, or olh.' non-p,obate prop.rty?"""""""""",,,, txJ
IF TliE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEOULE G AND FILE IT AS PART OF THE RETURN.
72 P,S, S91 18 '(al (I,ll (I) provided for the reduction of the ta. rat.lmpos.d on th. n.t valu. ollrans(.,s to arlo, Ih. us. of tile slllvlvlng spous. from
6% to 3% for date. on or aft.r July " 1994 and before January 1, 1995,
72 P,S, S91 16(a) 11,1) (II) provided lor the r.ductlon 01 the ,at. Impos.d on \he n.1 valu. oltransf.,s to or for th. u.. olth. 'Ull/lvlng spouse from 3%
to 0% lor dates on or after January 1, 1995, Th. statut. does not ex.motatransl.r to a sUll/lvln9 spou.e from tax, and the statutory ,.qulr.mentslor
dl.clo.ur. of a..ets and flllng a taM retum are .tlll .ppllcable .v.n If Ih. .ull/lvlng spou.. I. th. only b.n.flcl.ry,
FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995" Pl.... .nswer Ih.lollowlng qu..tlon by placing an "."In the appropriate .p.ce,
Old tho d.cod.nt craate alru.1 or .Imlfer arrang.mant which I. .01.ly lor Iha ""'lIving .pouu'. b.n.fIt lor hi. or her .ntlre
III.tlm.? i Y.. Ii No
If you an.w.red yes to \h. above qu.stlon, Ih. la. on Ih. trusl 0' slmila, arrangom.ntl. postpon.d untllth. d.alh of Ih. .econd .pous., al which
tlm.lt will be fully lax.ble atlh. rat.(s) appllcabl.lo th. r.malnd., b.".flclary(I..), Ent.r Ih. valu. of th.t,u.t on Sch.dul. J, Part II, In order to
remov.1I kom the calculation of th.t.. du.ln Ihl. ..tat., You may wish 10 m. Sch.dul. 0 In ord.r 10 mak.th. .I.ctlon avallabl. und.r s.ctlon
9113, If the election I. mod., th.t,,,sl or .Imllar arrang.m.nll. ta..d In tho o.tat. of Ih. flrst docedant.pou.., the portion of th. tru.t or .Imllar
arrang.m.nl which b.neftlsth. .ull/lvlng .pou.e Isla.ed atlh. zero ta, ,at., and th. ,.malnd.r Is 'a.od atllle rata(.) appllcabl.to Ih. r.malnd.,
ben.flclary(l.s), If yoo chose to make the election, you mu.tallach sch.dul. 0 to a tlm.ly-flled la. ,elurn, along wllh .ch.dul.(s) K andlor M In ord.'
to .how the apportlonm.nt olth. trust or .Imllar arrangem.nt betwe.n tha .ull/lvlng spou.. and tho remalnd., beneflclary(l.s),
'*
Schedule E
C.ah, Bank Depolltl, & Mise, Perlon.1
Property
COiAMOtMI~.'" 0' NNH'V\.VAM,t.
HC.lTUra ,.uRt'~
..IICMINT DlClOIHT
,
,
I
\ FILe NUMBeR
! 2\ - 97 - ooS68
!
eSTATe OF MITCHELL. ADELB H. .
Include th. proceed, of litigation \lnd tile date the proceeds wIre received by the e8tete, All properly jOlntly.own.d with th' right 01
aUrl\YOl'lhlp mua' III dlaclolld on achdula F., ..
DESCRIPTION
\' VALUE AT DATE
OF DEATH
HI
,\ \0.92
26,20
47,00
8,S2
6,S27.oo
iTEM \'
NUMBER ." ' ,
I IMutu81 ofOmsh8, refund
I ' ' ,
2 [The Sentinel, refund,
3 !1'he Patriot-News, refund '
4~~ableofc~rlisle,re~nd _ - - '\
S rers~nsl!,roperty' valued p'er ~ppraisal _ -. .. ~ - " -- .!
6 JCiv~l~~r Ubrary~mentio~ed in Itenllll of will had been. ~spose~ of pr~r to ~e.ath]" _~. ._""~. ___ .J .-,.
" .
,;;!
'-I'
.,'".__.____._,____.~__.__._~__'"....-~-.---.,,--.--..-'--..-'---~- scii,iiilla ifi'OTAL ----.-.--;-..~....$6,6f9.64-
Competitlv Market Analysis
l'Io..rl1.1 110 G.,.... Drt".
Proper.,'J Jail Garlud Drt",
'roperl)"J Jot .boB tlrln
S........ Pliet..... $
118,500 117,500 119,000
11114 10193 2/95
2194 4/ll4 5195
46 203 8S
SpUt Ie~el RAncb Raneh
3 3 3
2 1 In. 2 2112
DO ye, Y"
BIlek + f.lwn Brick + Alulll Brick + AlulJI
1400 1316 1288
1 CZ7 ? 1 elf clIJlon
197'/ SAMll SAMB SAMB
A VIlRA B 0000 AVWOB GOOD
BBB HP UBI
"
CBN'I1W. CBNTRAL WINDOW AC
STANOARI> STANDAlW STANDARD
P1.JL1. PULL puu.
PLOPJDA SITI'INO PLOIlIDA
ROOM ROOM 100M
PlkBI'LACB
CONV,PHA,
VA
IIB,500
122,000
CONY .FHA.
VA
118,500
122,000
CONY
121,000
123,420
.~........
;'
.,; .......
LJ\B1' WilL IINIJ 'I'ml'I\MIWI'
Of'
ADD.E It. Ml'ICtll':I.r,
I, AlJt;uE H. MI1\:H!LL, . danlclllary of t'", HtAte of P.nnnylv~nla
bel"'l of Il<lund and disp'.In<J ,"lnd And IOOlImy, <10 h<!reny nnke, punUsh aM
doolacoJ,tllia instrument to t"W) Iny tJ\S'1' WIl.l, Noll) 1'I'HI'M:N"11.
1I1HQhy
revoke any aoo all wUls and cocllcUs nv "" hNetofore lMle,
t
IIEIlI'H'ICII'I'IrnS IIN" rlt:t'INtTIC',S
I ha"" t", chlldron, RALPH M. MI'R:/II~,I, II ,mt .IIINU; M. GHlt','('IIi.
R~t..Hl,mJaS in this Will to "my Chi.ldr~n" i,..~.llldn ttl"~V~ two nhllclr'1n
iUllJ dny ot.her law(ul clli idem h:)(1l to or <1"101.'1'.1:0..-1 hy me.
'the following dcCinitlons obtain in tlllY 1I.9~ nf. t~o t~rm8 in this
WILL,
1.. "OeooerxJants" nean9 the inmediate am rDlnoto la'...t'ul,
,unt!al descendants ')f the perron rf!f.errP.<1 to, "'1ll1 it
11"".'" those descendantlJ In OOin9 at th'" time tmy
lI'lhJt be ascertained in order to 9iw~ effmt to the
referl!'nce to them, whethOl: they lire tom hofor~ or
after I1lr' d.!ath or of any other perMn. '111e ()'UBnns
Who take unJer this Will .. De!lCendants sh;~ll take nv
riYht of r""resentatlon. In <>xordancn WIth the rule of
per stirpes distriootlon and not In accordance with too
rule of per oapita distribution. "'''S(lns leg.any
dUoptal wh.!n under tho lI'le of fourtenn year. .ha 11
nut be Jlfferentlated [m1l blood oescend'lnts for any
~rpose.
l. "Survive 111\)11 is to he con.qtrued to m~an that tl"P ptH90n
refected to IllJst survive me by thirty day!'>. U the perRon
rfl[t:tcrdd to die.lJ within thirty r:l1Ws o( ""I dQrlth, ttYJ rn.r.ut'!ooe
to hi.m ~haU be constrlloo ~l9 if h,,~ hld f.~ll'~i to ~lI('vlvn me.
II
PA~MI':1l1' 01" mlJl'S IINIl '1'1IX1~
1. I\ll of tllU lJxpoJnncr; of Of( l.a~lt. i Itwln!l, fUW"JfilL 111"1
o( tho admini~lriltidn o( "lI u!JtaLc.
2. 1\11 inl\l,Hilanoe, tC1n<Jfor, estolt!:! mvt sdmll1r ta,l(E!s
(Incl....Hnq internst and penaltlc,'sl '''lJ()qqe<1 or pay.hh
O{ reason of '"i death, on any pr\1pcrty or int{w~gt
.i.n Ity t!state (or the ~Clx>g+! of 03nt)QtintJ ta~g. 1+{
l!J\t."CutO{' B~U not reqttir~ any l~n"!f: iCiary umer. this
will to reIml""." JIf{ estate for tax"" p-11d on property
jldssln" under tho terms of this Will.
(Pftge 1 of 3 Pages)
,
. i
I' ..
III
1&~1lJ(.I'IIlY 1~1'NI'B
I..'
A, 1 dflfine "m,r HeRIduarv I~t"te" as all nl m,r proper tv after t.ho
pa\Il1ent of debts and t,lXes under Article 11 al.we, lnallrlln<) reo! and
personal property, whenever aC<fJirod IlY lno, property a. tn which
effolOtlve dIspoilitlon Is not otherwlRe male In this Will, and
property as to which I have an option to purel"oo or a roverslOMry
inter..,st, but eKclliHnlJ pr(>>p!rty au to whiGI, J tnV1~ no intflroAt ot~r
than. JX"" ot appolnt,ront.
~. I gIIM I1l'/ Civil war llhr."v to IRV !lOll, IlIILl'lI M" Ml'Ir.IIELI, [I,
it Ilt! surviws me. I.
I giw all mv pm.onal effects, l1Jusohold furnishings and too
rt."Il'lairlJt!c of my ilJ!i.HOlhUY Estate to lit{ do1lJ]tltf:!r, .1ANIE M. OHlf'~'l'tfl,
it' 81u 9llrviw8 mtJ.
IV
Al'I'OIN1Ml';tll' 0,' EXIUIIOH
1 ~WPJint In'" son, 1lJ\I,PII M. Ml'letU:1.L II ,100.1 Irry daught.er, ,IMn: M.
~fUF"'lt!'H <;\9 \Jo"eJ(L~utO(fJ of thls WilL. 1 rf)(l\IP~\t that my
,I.!O-H)(t.'hllora \lot IV? ri]qulred to fumh;h l)t)f~l nrlt!l~lIrltin';.
IN wl'I'I't:~. Wlllil<l:U' , 11m" at __._________,
tllIo _._ day of.
, 1980, sot my h~nd "nd
"".1 to tillS"'" iA'H' WILL IINO 'l'ES'rIlMENf consioting O1f t"rop. 131
tVP<1\'IrItten page., this inalud,!d, too procooIng pageR '>,>reof marin<)
m,r signature.
'I : i, ') II. I , ..
I\llfLEH: MI'JCIIEU,
(SIWo)
SUJnou, sealed, lXlbUshcd am dL~1.:ueti by Un JI:Ol/e-ni'l,~l
tcmtc\crlx., ~~ U. Mn~tw..L, as her Ll\5'r WILl... N() 'rEB'l'AMi':Nt', in t~
p(~~~n:::u ot dll of lHi at one time, arYl at u).~ SI1'UB time, we, at tl-:!r
r"qu~8t iUl_1 in 11H( pre~ll]nce alY] in tl)'~ pr'Jr'.elv;r:> of ~"!c'lC11 ntl",r, havp
hOr'!llnto ~!lboor U"ll:~j our uam.~s ilS attl~stin(J \",itn"'~'11~~~, (11)'1 we dt) r,!(t1by
,lttl!st to thJ souf1t..1 anJ di9po~ing mird iioJ Rv:m:)["I of: sal<i t~~it.~trl)( at
the dlltt~ nHt1of, HIl--1 to the (>~r(orm,.lf)'J'3 ot tIn i1ror'~'i"irt ,y.::trI ol:
ex,a;ut iOIl at th i 1 (lav
ol __, Lljl:lO.
NI\J~~
Robert A. Peter.on
~I!t~'!!!
863 Carlwynne Manor, Carli.le. fA
1215 Merket Street, Hbg, PA
Ilo.. A. Orth
Dixie Lee Stoner
R.D,'2, Newville, PA
(Page 2 of 3 Page~)
.
\
I
I.
j
\ '
,
.
I
(UoMllN!I\L'nl (;6 Pl:JHIYLVANIA)
C(Ufl"/ (;6 C\.MlBI\LAtIl ) .S I
Before \Ill, the underdgned autturttv, on thIS day personally appeared
ADIl.II H. MI'IUII'LL,
, .00 ' knqwrl to me to be
tile testatrix and the witrlOa.s, reapectlV\,IV, whoso nllMB are aubscrlbrld to
the MnltXM or for8CJOing ill8trWllllllt in tll.ir respeotiw cap<<:itiea, .00 all
of saiel perllONl being t1i me duly Bwom, tt'e said ADI'LE H. Ml'ICllQL,
teatltrl.x, cleclar.1cl to I\lII and to tbe said wItneSgell, in "" prelllnce tbet
~~'r.:~~"i~~.~~~~' :I'~fcl~~~.IJa~r=-...~"";~hi~1f. ,.",- ... eo'1
expreesecl, .nd the .ald witnlu..e, each on t'er own oath, stated to....., In
tbe presence and bearing of the said testatrix, t~t the said testatrix had
eleclared to theln that sdd Inetr\lllltnt Ie her lAST WILL AND 'l1!S1'l\MENl', am
that .he executed ..... .. such .00 ...nted e5Jh of them to .Ign It 8B Il
witness, Ind U\Xlll theIr oath. ea::h witness stated further tho1t theY did .ICJII
the _ .. wltnes"". in tbe preserce of tho said testatrix and at her
reque.t, that sbe ..... at that time eighteen years of age or over or being
umer suoh age, WlIS or had been lawfully "",rried, or was tlv'n a men~J'" of
the Inned forces of t~.. Unltell States or of ,'n auxiUary ther~of or of the
Maritime Service ani was of sound mird, 000 th<,t eooh of !laId witnes...s wa.
then at least fourtoon vcars of l>le.
)
/iiJ1iLifTC MI'll:Ht:lJ.., testatr Ix
wmt:Ss
~';
, ".. .~;
-\
WITMlSS
Wl'nFSS
SuhsQribr!<l .00 acknowledged hefore me bV the .aill IlIELE H. MI1\:H!LL,
t~.t.trix, Ilnd 'O.ll>9crlbed and S",m to hefore roo by the
."id ,
and 0 , WItnesses, this
-'
day of
, 1980.
Notarv Puhllc
My Qmi..ion l<;xpl res
15~/Pl,.1
C--'.
*'
COMMONWEALTH OP PENNSYLVANIA
DEPARTMENT OP REVENUE
,
IUR~AU Of INDIVIDUAL lAXES
INHE~IIANCE lAM DJ~I~IOH
IMlPI, ll.'OI
.~RRI"OftO, Pl 11121.0401
~TICE Of INNERITANCE TAX
APpRAISE"ENT, ALLOWANCE OR D.SALLOWANCE
Of DEDUCTIONS AND ASSElS"ENT 0' lAM
In.I'.'" u, cu.t1I
05-11-98
MITCHEll
05-18-97
21 97-0568
CUMBERLAND
101
t~~=_~;~t RaMI ~~~_~_ J
MAKE CHECK PAYAILE AND REMIT PAYMENT, TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .... RETlIlN LOWER PORTION FOR YOUR RECORDS ~
RIV: iji.-i"iif "AF" (0'-':97"1" "ii<<iTier'oF" i"liiiiiiif ANC'i "TAX" APpilAi siNiiii'";" ALUiiiAiici" (ili """... .no"""""""
DISALLOWANCE OP DEDUCTIONS AND ASSESSMINT OF TAX
ADElE H FILl NO. 21 97-0568 ACN 101 DATE 05-11-98
TAM RETURN WAS, I I ACCEPTED AS fILED ( X'J CHANDED SEE ATTACHED NOTICE
STEPHEN l BLOOM ESQ
TEN E HIGH ST
CARLISLE
llATI
ESTATE OP
DATI OP DEATH
PILI NUHalR
COUNTY
ACN
AOEl E
PA 11013
ISTATE OP MITCHEll
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED aNI ORIGINAL RETURN
1. R..I E.t.t. (~.h.dul. Al
2. stock. and lond. (S.h.dul. II
S. CI...ly Mold St..k/P.rtn.r.hlp Int.r..t IS.h.dul. CI
4. Nort..OI./Not.. R...I..bl. IS.h.dul. DI
i. C..h/llnk o.po.lt.I"I.., p.r..n.1 pr.p.rty ISch.dul. EI
.. Jointly Ow~d prop.rty IS.h.dul. fl
7. Trlnefe,.a (Schedule G)
I. Tot.1 Au.to
HOTEl To in.ure proper
orlKl! t to your account,
._It tM upp.r portion
of thll fur. with your
tal( paYMnt.
121.000.00
.00
.00
.00
6.619.64
10.934.21
.u.
III
III
121
IS)
141
ISI
161
171
138.553.85
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fune,.al EMPen.../Aa.. COltl/HiIO. Expan... CSchadul. H)
10. O'bt./Nort.... Llobllltl../LI.n. IS.h.dul. II
11. Tot.1 o.ductlon.
12. Not V.lu. .f T.. R.turn
IS. Ch.rltobl./Q...r~t.1 I.quo.t.. Hen-.l..t.d 911S Tru.t. IS....dul. JI
14. Not V.lu. of E.t.t. Subjoot ~o To.
191
UOI
18.110.55
946.95
111)
U21
IISI
1141
tQ.n~7 "0
119.496.35
.00
119.496.35
If .n ........nt WI' i"u.d pr.viou.1y. lin.. 14. 15 and/or 16. 17 Ind 18 will
r.fl.ct figur.. th.t inc111d. the total of 6IJ.. r.turns .......d to dat..
ASIESSMENT OF TAXI
IS. A.ount .f Llno 14 ot Spou.ol rot.
16. A..unt of LI~ 14 t..obl. ot Llne.I/CI... A rot.
17. A..unt cf Lln. 14 t..obl. ot Coll.t.r.l/CI... I r.t.
II. prlnclp.1 T.. Duo
NOTl!1
IUI
lI.61_
(HI
.00 X .00.
119.496.35 X .06.
.00 M .15.
1111
.00
7,169.79
.00
7,169.79
TAX CREDITS I
PAY"ENT
DATE
02-18-98
DISCOUNT (+'
INTERESTIPEN PAID I-I
,00
RECUPT
_IU
AA269767
A"OUNT pAID
6,188.'66
INTEREST IS CHARGED THROUGH 05-26-98
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
6,788.66
381 .13
9.13
390.26
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 61, ND pAT"ENT IS REQUIRED.
IF TDTAL DUE IS REFl.ECTEO AS A "CREDIT" ICRI, YOU IlAY IE OUE
A REFUND. SEE REVERSE SIDE Of THIS fOR" FOR INSTRUCTIONS.l
H
'"
,',
lI'l '~!!C
o~ :"'t ;sa:
~ "
,-", :'
fJ,) ...~ D
ui1;l: ;1
f.' ':, CO
..lD -
't, ~ " I
~ ,,,
E!E: ill i_,_
III
JI: ,', .,~
~ dd
."
"
(,
iF,
'11
, Ic')-flf'f~?
IUUAU OF INDIVIDUAL TAMES
IMHERIT~ TAR DIVISION
Dl!PT. lS0601
HARR1SIURQ, PA 1712'-0601
'gu""u..,,.,,"'''' V,-- .--_n"_._~Tn--
DIPARTMINT OF RIVIMUI
INHIRITANCI TAX
RICORD ADJUITMINT
, "
/." .. \~
.:~' ~~.
fI':; ~ '"
m."n,,"'l"-m
STEPHEN L BLOOM ESQ
TEN E HIBH Sf
CARLISLE PA 17013
DATI
IITATI OF
DATI OF DIATH
FILl NUMlIR
COUNTY
ACN
10-13-1998
MITCHELL
05-18-1997
21 97-0568
CUMBERLAND
101
_t RHUted
l
ADHE
H
\-
MAKI CHICK PAYABLI AND RIMIT PAYMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE, To in.ur. proper cr.dlt to your eooount, .uboit the upper portion of thi. fOrM with your t.. p.~t.
CUT ALONG THII L1NI .. RITAIN LOlllR PORTION FOR YOUR RICORDI ...
itiV:ii9:ninj:ji-iiii:971------ii.-iiitiiitYfAii'cfi-;:;.x-iii'Ciiitii-AiiJuii'iiiii'f-.Ii------------------------- ----
IITATI OF MITCHELL
ADELE
H fILl NO. 21 97-0568
ACN 101
DATI
10-13-1991
ADJUS,"ENT SASED ON,
VALUI OF ISTATEI
PROTEST BOARD DECISION
111.000.00
.00
.00
.00
6.619.64
10.934.21
.O.!L
III
(11
121
ISI
I~I
(SI
(61
(71
1. R..I eot.t. (Sohedul. A I
2. stook. end Bond. lSohedUI. BI
S. CIo..Iy Held stook/F.rtnerohip Int.r..t (SohedUl. CI
~. Mort_./Mot.. R_1o..,I. (SohedUI. 01
S. Ceohllonk Oepo.lt./Hi.o. F.rooneI Froperty ($OhOdUl. II
.. JointlY owned Froperty (SohedUl. fl
7. Tronot... ($Ohedul. III
.. Tot.I A...t.
DIDUCTIONS AND IXIMPTIONSI
.. Funer.l E.,en.../A$Olni.tr.tl.. Co.t.1
Hi...l10ne0u. E.pen... (Sohedul. HI
10. Debt.~rt_ LioblIltl../Llon. (Sohedul. II
11. Tot.I _tlon.
12. Net V.l... of Tel< R.turn
15. Charltobl./Ilo..~t.I Sequelt.) Hon-lIeot.d 9115 Tru.t. (SohedUI. ~I
I~. Net V.I.. of eot.t. Sub,leot to T..
TAXI
11. _t of Line I~ .t Spoo..l r.t. US I
1.. _t of Line I~ t..obl. .t LineeI/C1... A r.t. 11.1
17. _t of Line I~ t.....I. .t CoII.t.r.l/Cl... B r.t. (171
1.. Frincip.1 T.. Duo
TAX CRIDITSI
128.553.85
(91_
(IDI
34.921. 51
946~
1111
U21
USI
U~I
35.868.46
92.685.39
.00
92.685.39
.00
5.561.12
.00
5.561.12
.OOM.OO'
92. &85.39 x. 06 .
.00M.15'
U8I
- .-
FAYMENT RECnFT DISCDUllT I-I ANDUNT FAID
DATE KUltBEIl INTEREST/FEM FAID (-I
02-18-1998 AA269767 .00 6.788.66
TOTAL TAX CRIDIT --
. 6. "-88.66
BALANCE OF TAX DUI 1 227.54CR
INTIRIST AND PIN. .00
TOTAL DUI 1,227.54CR
. IF FAID AFTER DATE INDICATED. SEE REVERSE I IF TOTAL DUE IS LESS THAN 01. NO FAYMENT IS REIUIRED.
FOIl CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICIlI, YDU IlAY BE DUE
A REFUND. SEE IlF.VEIlSE SIDE OF THIS FOIlH FOR IKSTIlUCTIDNI.I
\
,._,
_(QUI
RlPLY
TO,
11_,
PlMALTVI
I.....'.
beteoh tM 'top porUon of thh Nottoe IInd __at with your p.~t ... PfWlbl. to tm nMf Ind ......i.
printed an the rever. ..de.
nllok. _ or _. ordor p....I. to, REGISTER OF IIILLS I AGENT.
A NifUnd of . tlK of-lIdlt, which "I' not r.....tlld on thll tlX Return, ..y bI r......tad by <a0lllP1IU". -'
"ApplloeUon for Rti....., of ,."....yIy..,.t. InherStInOe 8M hhte Tak" (REV~1J1J). .,..lI011Uon. .r. w.U..:t1. .t
the Offl_ of the Reg"t.r of IUU., WlY of the 23 Rlvenu. Dbtrlot Offlol. or ft. tt. o.p..r....t'. 2"~""'"
~rl", ..rYlae nu.berl for for.. orderlnGl In Pennlylvenl. 1-100-562-2050, out. Ide Penn'Yl~,"I.
~ within 10081 Herrllbur. .r.. (717) 7.7-.0~, TOOt (711) 772-2252 (Helrlng ].,.lrld ~ly).
ou..Uonl .....rdlng .rror. contelMd on thh notlc. IIhould be addr...~ 1;01 PA o..rt.-ot of RevenuIl, .Ut.....
of Indlvl~l '1M", "TNI Po.t ......-.nt Rlul.w unIt, Dept. 210601, Harrisburg, PA 11121-0601, Phone
(717) 7'7-650".
If MY _ ...... II !MIld within thr.. (3) oll""r IIOOthl .ft.rt,. decedMt', dMth, . flvl perOWlt (0) dllOOUnt
af u.. tax ~Id II aUGNed.
1M ISX tb: _.b non-piIrUclptlUon PlIMlty II caputad on ttM total of the tb: Met Intere.t .....Md, Md not
p.ld beforl Jllnuery 18, 1996, the flnt MY .fter the end of the tax ....b period.
Inwreet II _rIM beglnnl,. tilth flr.,t MY of dIIl.tnquenoy or nlM (9) IIOI'lth. and OM (1) dIIy f..... the dat. of
....th to the eIIt. of paYMnt. llxe. Mhloh beo.. delinquent before January 1, 1982..1" In'araat at ... rata of
IlIe (6):) ,.roent ,ar ..... calculated et I dI:!1y rlta of .'I01M. All t_.. IIhlOh bM_ "'lI~t on ... eftlt'
Januerll 1, 1"2 11111 belIIr Intar..t It . rIte which "UI vlry frOll ell...,. PI,. to ul.....;- )'HI" ..Ith thllt ran
~ by ..... PA ...'~t of Rev......... lheappll0lb11 Inte,.eat rate. for 1M2 thrOUlh 1991 ar..
~ Int.....t R.te Dell~ Intere.t Faotor Y..r Inter..t Rat. Deily Int.r.tt FHtor
1M2 ZlX ....SU 1M' 'X ...ftM7
IOU I~ . "'4S1 1...-1991 IIX .IOIISOl
1914 IIX . ""II I... 9X ."0"7
I- 1>X .0OOSI6 1995-1994 'X .Oa0192
1- IIX ...0274 199.-1'" 9X ."OZ.7
--tnt.,...t it c'lculated .. follONt,
IIITIUIT . IALAIlCI IJI TAX UN'AID X NUNIBR OF OAY8 DELINQUENT X DAILY INTBRIST FACTOI
--1InI MoUo. 'ttuld aft.,. tttI t.x bMCMM' .1Iuc"Mnt will reflect.. 'nt.,...t oalculation to flftlln US) dlYt
bQond the .t. of the ....."*',. If paVMnt it ... IUer the Inter..t C101!PUteUon dlte IhoIIn on the
Mota.., MkfJt.tonel lnterllt ...t be oal-oul.tld.
:--...,-.,.'_,."~,~c~_,,,-_., "
\,
H
l:lr4!,._~_~I!\l~r~'!t-U,$b~'~i_~~~",,-{;!I.~,-~%\'j/*'-";f~~t#"'-~'il~;''-"''';'''_'_h '-"'-~~-~1-:S"-""---~
IURIAU or INnIVIDUA~ TAMil
INHIRIYAHCI YAM DIYI'I~
....,. 11...1
HWlRI'~, 'A 1111.....1
DIPARTMEMT OF RIVINUI
ZNHIUTANCII TAX
8TATIIMBNT OF ACCOUNT
<2.-
,.
.IH'.,..U.f....1l
I:
"
11- 02-1998
MITCHELL
05-18-1997
21 97-0568
CUMBERLAND
101
A_t ~_ltted
---q<
'fl'._1
.'U
STEPHEN L BLOOM ESQ
'fEN E HIGH ST
CARLISLEP~1170U
GUllil
1-,'
, '
DATI
IIITATI OF
DATI OF' DIATH
F'ILI NUIIIIR
COUNTY
ACN
ADELE
J
[
MAKI CHICK PAYAIll AND RIMIT PAYMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, rA 1701~
NOTI. To l"tUr. proper oredlt to your ..oount, lubolt the upper portion of thll for. with your t.. P.yoont.
"UT ALONG THIll llNI . RITAIN LOIlIR PORTION FOR YOUR RICORDI ~
iliV:ln"'-iX.-A;ji.r~J':m-.-----ii.ii-iNiiiRi;rAiici--fAi{"iTAfiiiiNf-oF'-Accouiif-"j;iii------------------ ---
IITATI OF'MITCHELL ADELE H Fll! NO. 21 97-0568 ACN 101 DATI 11-02-1998
THII STATEHENT II 'ROVIDED TO AOVIIE Of THE CU~~EHT STATUS Of THE STATED ACH IH THE HAHED ESTATE. SHONH IELON
II A IUHHA~Y Of THE '~INCIPAL TAM DUE, APPLICATIOH Of ALL PAYHEHTS, THE CU~~EHT IALANCE, AND, If APPLICADLE,
A PIOJlCT~D INTEIEST FIOURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 10-09-1998
PRINCIPAL TAX DUE,
5,561.12
PAYMENTS (TAX CREPITS),
PAYMENT
DATE
02-18-1998
10-16-1998
RECEIPT
NUMBER
AA269767
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
AMOUNT PAID
61788.66
1,227.54-
TOTAL TAX CRIDIT
BAlANCI OF' TAX DUI
INT!R!ST AND PIN.
TOTAL DUI
5,561.12
.00
.00
.00
. If 'AID AfTI~ THII DATE, lEE ~EVERSE
IIDE 'O~ CALCULATION Of ADDITIONAL INTE~EST.
( If TOTAL DUE IS USS THAN n,
NO PAYMEHT II~Equl~ED.
If TOTAL DUE IS ~EfLECTED AS A "C~EDIT" (C~I,
yoU IlAY IE DUE A ~EfUND. lEI ~EVERSE IIDE Of THII fOIlll fO~ IHSTIlUCTIOHS. I
\,
H
FA_"
htMh ,the tOp pa...Uon of thit HotS" end at_lt wlth ~OUr paltlNnt ... p.>>tOl-. to the MM end .....,....
printed on thlrty.r.. 'I".
If MIIIIEMT DECIlOE'N' HIe. ohMk or 110M)' oreMf pay.,.a tOI IEUISTER Of MILLS, AGeNT.
If NOM-IlIIIDENt DECEDENt .ok. ....... or _. order ...obl. to I C_EAl TH OF PE_Yl VAIlIA .
RlFUMI) cau, A r.fund of . tu: or_It, which .... not r.....tMl on the TIX Return, HY M r*IUIIltect by COIlpl.Ung WI
~Applloatloq for Refund of Penn'Ylv~I' ]~rltlnOl end Eat,t. TaM" (REV-1313). Application. .r. av.l1~1. at
the Offlo of the R....hr of NUb, MY of thl; Z3 AevWlUe Dhtriot (lffioe. or 'rOll ttMI ,"'.rt-.nt', 24"hour
.......r1ng ..rvl01 nl,..r. for tor.. or.rirtel In """.ylvenl. 1-"D~S6Z-Z0SD, oubl'" P""IY1"lOla
Ind ~lth'n local ~rrllburl .r.. (711) 781-a094, TOO' (117) 712-2252 (Hearing 1.,.lred only),
REPlV TOI
DISCOUNT I
PlMAlTV,
INTEREST I
QIM.tlonl r...r-dlnt .rror. cont81n.d on this notice should M Mldr..Hd tOI Pi ..rtMnt of R.v...., aure_
of IndlvldUel 'ax'., ATTHI Po.t A......-nt RIyltw Unit, o.pt. za0601, Hlrrlsburl, PA 1712eM0601, phone
(717) 717-65IS.
If W1Y tl'll duel II paid wUhln thr.. (5) ellendllr ItOnth. Iftlr thli dRedent', death, a flvI "ere.,t (!iX) dlllClOUlt
of t~ tlX plld I. .11'wed.
The IS~ tax .-ne.ty non-plrtlclPltlon ~lty 1. e~ted on the tot.l of t~ tlX and lnt.r..t .....sed, end not
peld before JanuIIry la, 1996, the flr.t dey .ftlr thl Wld of the tlX __.ty "rIDd.
lnt.r..t I. Clharll'ld beginning '11th fir.t MY of dllInquenoy, or n1nl (9) IIORth. .... on. (I) dey frOll the eMit. of
..th, to thl dIItl of plYMflt. TIIlli'" wh1c'" bee.. delinquent before J.nu.ry 1, l.az bur Int.r..t at the r.ta of
.IK (6X) PlrMnt per ____ c.lcul.ted .t a dally r.t. of .000164. All t.x.. IIIhlch He... dlUhqUlRt on WId eft.r
January 1, 1..2 .,111 balr Inter..t .t . rlt. Nhtch .,111 Y.ry frOll ollendtr Yllr to ollendar y.ar .,Ith thlt rat.
~ by thl PA OIpartlent of R.venue. ThI 1PP11o~1. Int.r..t rlt.. for 1..2 through 1991 .r"
V..r Int.r..t Rat. DII1V Jnt.r..t Factor V.ar' Jnt.r..t R.t. Dally lnt.rllt '.tor
--
l.a2 20X .80054a 19a7 'X .00.247
1'15 16X . DOOitJl 19aa-I991 IIX .008501
1m IIX .00nO! 1992 'X .000247
1915 15% . "OJS6 1993-1994 n .000:192
1916 lOX .0"274 1995-1'" 'X .000247
n Int.r..t i. caloulatld a. followlI
IN11UU!8T . IALANCE OF TAX UHPAIO X HUWIER OF BAli OELIH~UENT X OAUl IHTEREST FACTOR
--Any NoUN hlUld aft.r thll t.x blooM. dlUnquent ..111 r.flect an lnt.reat oaloul.Uon to flU.... nl) _.
blyOOd tM eMitl of' ttlll .....lMnt. If P'YMf'jt II ... .ft.r that Int.r..t ClOllpUtaUon _tQ IIhOWn on tM
Notlol, additional Intlrl.t lU.t be c.loulated.