HomeMy WebLinkAbout97-00580
,... ,Il^
I'ETITION H)R PROIIATE and (,RANT ()I<' LKrrl<:RS
~1~1f'-5Y{)
I,:,~/III" qr victor E. Whitt.en, Sr.
al.HI k I/O W" (/,\ ~ n
No.
To:
Re~hl"r Ill' Wills for Ih"
______ _ __ . /)('('('(1.\('(/, County of 4u~r;J~_o~:t,__... In the
Sot'/I/I ,~("'ll,/Iy No. 431-20-021.5 Cllllllllllnwellhh of I'ennsylvllnlll
The pelililln of I h" In,d"",si~lll'd r"sp"cI full, r"l"e,,'nl s ,hul:
Your pelillllnel'(sj, whll is/ure IH Y"U'" III ugl' or Ilider un Ih" executrix , n,~n".~.n_,' ~ned
in Ih,' laS! will of Ihe ahllve dec,'denl, du",d. October 3, ,~n" ....,..,-....".-., 19__,
lIod eodlcll(s) dal,'d
.. -_.__._.._-~_.,~._-----------~
-----_..,..--_.----..-.-~-_..
.---_.,.__._.-~--,-~._~._--
.--- ..-..,..~~-~_.--_..._-------
(~latl' rdl.'\'a"Il'll'l'II!l1~lalll'l.". l',~, 1l'IWlll'lillion, ,klllh C,!l'\I.','lIIIH, c\f.:.l
I>~cendelll w,~s ,h1l11iclh'dal dealh i~\ .j:::u!lt>E!rJAaJl(;'L.....~~, 'I" ,.-' Counly. l'el1nsylv.lInia. with
IL2.!!.-, laS! lallllly m pl'lI"',pal reSIlience al b..O COl'loc1cx.lU.lle~tl>.v,E!,.,-,~rth,~!,~On
~QW!lhiPnn .~ ~ n _ ~ .- ,_nn_'_"'"
(II" 'lft'l'l, l\11111hN and Illlll\dp~tliIY)
D"ee~g~riU\.~~1 'R;~~m1 ,YCe~sr'ili'lffe ~ti'!lA Dec:enti)er12_ .~- --,-.---. 19,,96,__.
III ., .~.. _~ . ".. r" .-., .....,...~..--~,.. ..~. .~~_....--,......., ,....,.-.....-"..-' .
ExcepI as loll""s. decedent did nOlmarry. was nnl divorced and did n,,1 have II child born or adopted
after exeelllion of Ihe will oflered 1'01' prooale; was nOllh~ vlclim of a killing and was never IIdjlldieated
Incompelenl:..-.....!'lTl. ,_. .~._,. _....._nn'._nnn"'.~-' --"".-~,..--'-"'_'"
Deeendelllal d",1I1I owned properlY wilh eslil1laled vlIllles as I'oilows:
(I I' domiciled in I'a.) All p"fSI)(1lll property $ ,'.......
(If nol domiciled in Pa,) Pers"nal property in Pennsylvanh\ $
(If 1\(\1 domiciled in I'a.) Personal properlY in COllnlY $..., .
Wlhl<' of real esUlle in Pennsylvania $..J~Q.~--
silullle8 as follows: ~_,~_"\}?AJloItH."l.l~.!'~ll,j)"pp.-LMo{f[I.\'I.Ji!Qn.~ho.p...I-------
..,.__~.,I,'\yIk<".ID.j"L~I'..\J1-tPA "... __..._n' ,_...-.._,~'--.._._~_. ,
WHEKU:ORE. pelitioner(s) respeell'ully requesl(s) till' prohale 01 Ihe lusl 11'11I and eodicll(s)
presenled her"wilh ~,nd Ihe grant of lellcrs..",,~~~t,~!'Ien!:,(I.rY, .~_.".-,----
, (ll'~{;ll\ll'ntary; adlllillhaUllull 1:.1.<1.; administration <I.b.n,c.t.a,)
Iherou,
,
"
'.
c
"
~7
.. ..
.4) ....
:::a::::!
"0::1 ~i
C::"::;
~.?
7ci.
'E"";:
2--
~
;!/
:.n
/:.7 '~ ~j ~) ,1 %
' ,-!,.oJ -~ r t' __7'_~
-0fl M-c fio'crogu 'r\tt' ~-~
-"CarlISI e~;'l5A-I7 0 13
___...".____... c'____." ___u_..._______
._._~__~ _. ,_ __.. .. __~_ ._...__..... _n' _._ _ _""_'_' 'n__
.__' "n.___~__.__.~. ,._-~ ~_.--..-.---...~<-'--.-~' --.~-,.-.
_.-._....--~._.~..._~----.~_._~....-'-_..-....__.,....---
.-.,.-..---..--------
. --.-"-. -~-.,. _..--~ -,---'- '"_.,-~-_.., ..-----..
.. ~-_..,,_._._,---~-_..----_._.._------~_.--
.___.___...,._____.._.... .._..___...__._.,,,.__...-.____....___.._u_...__
.-_..---_. .._.---_....._-_....._--..._"--~..
----...---....------.----. -.---..-.---.-; _.----'--_..._-,.,~..
~~'?;...~~--=.;-.;O"=_:;=-~=:;,,-,,---...-....---....--........- ...,"-'_~::::::__;;;-;:=-=_-__-:~-___:.-:::.=:-.,-;:~~--=__.=._O.::_'"=::....___== -~".__.:.::_.::c_:_;'.-.:::.:::___'=.__;;;._::'===--_ -
OATH 01<' PERSONAL REPRESENTATIVE
~~~~~~:~~::A!~JJ~c~~~l'J~~_~\'I,V A~I~_ } S8
Thl' IWlitiOlH.'n!<l) tlh(1Vl'-l\;~IIll'd ',wcar(s) or affirm(s) that the statements in the foregoing petition arc
(nil' 1I11d ~"llrCl.'l to1hl' tK'st or the ~llowkdgl' and hclkf 01' petitioner(s) and that as personal represen~
1IIIIvet,I"1' 111" uh,)\',' decedenl pelilionel(s) will \\ell and Irnly admillister Ihc C\llIte according 10 law.
Swo,n I,l III arl'ilm"d alllt suh,,'rlocd \ )~iJ.jk //< !</t{;L;!f.;. .:... ~
hdorl' "'" Ihh9t11. da\ 01 u / .~' .u,,~...,,_.--'- ~.
'1*~~ C~~i~Wf~lW1}ij4(('r 1n~:=~~~ !
t
LAST WILL AND TESTAMENT OF
VICTOR E. WHITTEN, SR.
.---
I, victor E. Whitten, Sr., of North Middleton Township,
cumberland county, pennsylvania, declare this to be my Last Will
and Testament and revoke all wills and codicils previously made
by me.
ITEM II I direct that all my legally enforceable debts and
funeral expenses, including all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration
of my estate.
ITEM III I bequeath any automobiles or motor vehicles I may
own at my death, my personal effects, such household goods if any
as may be my individual property and not the property of my wife
or owned jointly by me with her, and other tangible personal
property of like nature (not including cash or securities),
togethar with any existing insurance thereon, to my wife,
Betty K. Whitten, providing she survives me by thirty (30) days.
Should my said wife predecease me ,or die on or before the
thirtieth day following my death, I bequeath such tangible
personal property and insurance thereon to such of my children as
are living on the thirty-first day after my death, to be divided
among them by my personal representative(s) with due regard for
their personal preferences in as nearly equal shares as
practical. I direct that any of the foregoing articles not
selected by suoh children shall be sold at public or private sale
by my personal representative(s), and I further direct that the
net proceeds thereof shall be administered and distributed as a
part of the residue of my estate.
'L ' 1C'.. /
A~ ./ _~. _ (".- "'.4'" ./ /.. ---.:/
.. .~//~ -1.J ,- ",,~.--.,/..-.:/,:;...%'A, ~.:Jl_
. _ ./'
ITEM III I I devise all of my interest in the real
property situate in Upper Mifflin Township, Cumberland county,
Pennsylvania, whioh I own jointly with my son, victor E.
whitten, Jr., to my said Don, Viotor E. Whitten, Jr.
ITEM IVI I devise and bequeath the residue of my estate of
every nature and wherever situate to my said wife, providing she
survives me by thirty (30) days.
ITEM VI Should my said wife predecease me or die on or
before the thirtieth day following my death, I devise and
bequeath the residue of my estate of every nature and wherever
situate in equal shares to my children, provided that the share
of any child who predeceases me or dies on or before the
thirtieth day following my death shall be distributed to his or
her issue, per stirpes, living on the thirty-first day following
my death, and in default of any such then living issue, such
share shall be added to the share or shares for my other
children.
ITEM VII In the event any of my property should pass,
either under this will or otherwise, to a minor, I appoint the
parent guardian of any such property with respect to which I am
authorized to appoint a guardian and have not otherwise
specifically done so. Such guardian shall have the power to use
principal, as well as income, from time to time for the minor's
support, health and medical care, and education (including
college education) without regard to his or her parent's ability
to provide for such support, health and medical care, and
education, or to make payment for these purposes, without further
obligation or responsibility to see to the proper expenditure
therefor, to the minor or to the minor's parent or to any person
taking care of the minor.
~'[ ,,~7
"'./ ..- ".- --..p '>'
..--1'~j ,.. ., ~/;< .., , -{
r . - ~
ITBM,VIII All Federal, state and other death taxes payable
because of my death, with respect to the property forming my
gross estate for tax purposes, whether passing under this Will or
otherwisB, including any interest or penalty imposed in
connection with such taxes, ahall be considered a part of the
expense of the administration of my estate and shall be paid out
of the principal of my residuary estate without apportionment or
right of reimbursement.
ITEM VIllI I appoint my said wife Executrix of this my last
Will. Should my said wife fail to qualify or cease to act as
Executrix, I appoint my son, victor E. Whitten, Jr., of carlisle,
pennsylvania, Executor of this my last will.
ITEM IXI I direct that all fiduciaries acting under this
will, whether or not named herein, shall not be required to give
bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this 3rd day of october, 1995.
~/ 2..... ,<A ,/ " .'
///./' __~, " ,?~:W<..' ~d:,') (SEAL]
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of the
Testator, was on the date thereof, signed, published and declared
by victor E. Whitten, Sr., the Testator therein named, as and for
his last Will, in the presence of us, who, at his request, in his
presence and in the presence of each other, have subscribed our
names as witnesses hereto.
r'., ' ) ) r
\ \)\A\llo..~l. \, ~... \::.....wVI...'--.
~,' "III / ) "
l{~;/ LL (j",.(.
.'
?~
'!i\ ~ -
,
~
-'j
F:
.~,
J~::;
,
~)--
\0
I:!>
w
,,1-
m'
.'n(o
U('i
c'
".;-""",\,
f.W'~ -
l,i Ci
....'
$a i
~ ~bll
Ii
.
I
~ = ~ t~(i!
'~ s:: ~ .! Ii
10 ~
m .
~ rr.1
~ )I'd
~ ts
' . ~. '
, ~
i
,"
"
,5-(fD-Lr
fOROATESOF DEAlt. ArTF.R 11./]1191 ctH!CK HERE t)
INHERITANCE TAX RETURN ~(M~~Vb~lEOIT l~cL~IMr;~_..___
RESIDENT DECEDENT FilE NUMBER
(TO BE FILED IN DUPLICATE 'J \
WITH REGISTER OF WILLS eOUNTVCODE
DECEDENT'S NAME (LAST, FIRST I AND t.AIOOlE INlTIAL) DEnEDENT'S COMPl.ETE ADDRESS
Whitten Sr. '. Victor E. 6/i0 Conodogulnet AVllnue
SOCIAL SEeURITV NlIMBER D.TEOF OE.TH D~TE OF BIRTH Gnrll H 10, PA 17013
1,31-20-0215 l2/12/96 06/03/25
REV. 1500 EX . (1-94)
cOllnly
(IF APPlICA8lE)SURVIVIHG SPOUSE'S NAME (lASr,FIRST AND MIDDLE INITIAl.) ~OCI^l SECURITY NUMBER
Whitton, Betty K, /,32-50.5292
X I. Original Return ~upplemental Roturn
4. limited Estate D 4.. Future Interost Comproml~o
(fo, datos 01 doath aftor 12..12-82) 0 5.
[!la. Decedent Dlod Testate 07. Decodent Maintained a living Trusl 0 8.
(AlIaoh copy of Will) (AlIach a copy 01 Trust) -
C pAll CORRESPONOENCE AND CONFIDENTIAL TAX INFC?RMATION SHOULD BE DIRECTED TO:
o 0
= ~
E E
S ~
--
20. II line 191. greator than line 18, enter Ihe difference on line 20 This is the OVERPAYMENT.
IE] 0 ~k horo If you are requoltlng I rllund 01 your ovorplymont.1
21. If line 181s greater than line 19, ente, the difference on line 21. This Is the TAX DUE.
A. Enter the intorest on the balance due on Line 21A.
B. Enter thetolal 01 Line 21 and 21A on Une 218. This Is the BALANCE DUE.
Mlko Chock PI Iblo to: R Illor 01 WillI A ani
~ ~ BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ·
Under penlltlll 01 ptrjury, I dlcl.r. lhat I hi..,. Ix.mlnedthllltturn, IncludlngICcomp,lnv1ng tlch~ul.s and ...tlmenll. .nd 10 thl belt of my koowledge Ind bell.t, I1II ."...,
correct.nd com~"I', I deel.,. 'hll 'II ,..Iutat, h.~ be.n reporled.1 true "wlfhl\/.hJe. Oecllflllon of prepAr.r olhl,lhln the perioRAl r.present.ll.... 'I blled on .lIln'ormlllon of
which pllpll" hIS Iny knowledgl.
C ~ B
H P ~
F. R C
Co K
K p S
TELEPHONE NUMBER
717 249-8300
1. Rell E,t.te (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Clo.ely Hold Stock/Partnorshlp Interest (Schedule C)
4. Mortgages and Notes Recalvable (Schedule a)
5. Cash, Bank aeposns & MI,cellaneous Personal Propeny (Sch, E)
6. Jointly Owned Propeny (Schedulo F)
7. Translers (SChedule G) (Schedule L)
e. Totll Gross Assets (total line, 1-7)
9. Funeral Expenses, AdmlnlSlratlv(t Costs, Miscellaneous
Expen,e. (Sch<ldule H)
10, aebls, Mortgageliabllnles, Uons (Schedule i)
11. Total Oeduetlon, (total line, 9 & 10)
12. Not Value 01 Eslat. (line 8 minus line 11)
13. Charitable and Governmental 8equosts (Schedule J)
14. Net Valllo Subject to Tax (Une 12 minus line 13)
15. Spousal Transfers (lor dates 01 death ohor 6-30-94)
5$0 Instructions for Applicable Percenlage on page 2.
(Include va lUlls from Schedule K or Schedule M.)
16. Amount of Line 14 taxable al 6% rale
(Include values Irom Schedule K or Schedule M,)
17. Amount of Line 14 taxable at 15'/, rale
(Include values trom Schedula K or Schedule M,)
n. Principal lax due (Add taK trom line 15, 16 and 17,)
19. Credits/Sp Poverty Prior Payments DIscount
t t
COl.l~m(M.hmOF 'jfWl!'il'~l'HIA
HARRIS85~t,m~';'';'o&Ol
D
E
C
E
D
,
NAME
Michael R. Rundle
R
E
C
A
P
I
T
U
L
A
T
I
o
N
T
A
X
C
o
M
P
II
T
A
T
I
o
N
SlaNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN
f'?
1997.580
VEAR
HUMPER
Cumberland
AMOUNT RECEIVED(SEE INSTRUCTIONS)
0.00
Remainder Return
(for datos 01 doath prior to 12-13-82)
FedGral Estate Tax Return Required
Total Number of Safe Doposit Boxes
r-'\--":::
COMPLETE MAllINOAoonESS '_," J
Fowler, Addams & Rundlu,"
.,
?8 South Pitt: Street
CarUsle PA 17013
I I. ,0 O. 0
(2) None
(3) None
(4) None
(5) ____Nor12
(6) None
(7) None
~}
11. ,000,00
(e)
(9)
~I,5/,.00
(10)
None
9.454.00
I. ,5/,6.00
(Ill
(12)
(13)
(14)--
4 1 ~)/.6. 00
(1,5)
0.00 X
0.00
(16)__
(17)
4,546.00 X .06'
272 . 76
0.00 X .15'
0.00
(18)
272.76
Interest
(19)
(20)
0.00
0.00
(21)
(21A)--
(21B)
272.76
0.00
272.76
Betty K. Whi ttan
64.Q. ~o.n,?do.gu! n.et. Avonua
Carl I de , PA 17013
Fowler I AddillTlH I> 'R;md I u
28 South Pitt St.root
G~~ i. i iii.e',' 'PA"i 70]1
DATE
o:'l.l-'q _
DATE
q. 1. "'1
Form 1500 (R.v. 7"<4)
'\
REV. ,&.2E~' (IZ.I&)
SCHEDULE A
REAL ESTAte
COM~",~4\,~~~AN"
Est ATE OF FILE NUMBER
..Ylctor E. Whitton Sr-,--~L 431-20..0215 l2/1?L96 _~._------,~____1297.580
(proplrty Jolnlly-ownld w"h Right ot survlvor.hip mUll bl dlsclolld on Schldull p) All ,,"1..1111 Ihould bl l.pOrtld 1IIIIr markol valul
which il dlllnod Illhl prlclll whIch proplrtl would bo I.chlngld bltw.ln I willing buyolond I willing 001101, nlllhor bllng c.mplllod 10
bU 0.1011, both hlvln 1I11.nlbl!. kn.,!!!!!!90 ot Iho ,o'ovlnt tlell. ~-_.~ -
ITEM VALUE AT DATE
DESCRIPTION
NUMBER _ _ ---~ OF DEATH
1 Real estate consisting of approximately I. acres of -1.11.000.00.
1m improved ground situate 011 Subdivision Road. Nnwvlllo. PA
valued as per appraisal of Stovon II. Barrett Real Iistato. copy
attached (Deed reference Deed \look "X". Vol. 29, Page 692)
Property owned as one _ half Tcnant j n Com11\on and not as J 0 I nt
Tenant. Total value $28.000,00.
TOTAL (Als. enler on line 1, Rcc.p~UI.llon).
(It more space Is noedl'd,' insert additional shoets of san-.e size.)
COPYI19h' (c) \994 fO'lTI,ollwal. only Cpsy,lemll, Inc,
$ 14 00Q.:.Q2..
form 1500 Schedule A (Rev, 1l.8S)
LA@....APPRAISAL REPORT
97 0'1'15
Mill) flllloll'll(;1) 06 -.003 7
conSlJslr;lcl
0130.00
,
'SOlIDO" Vic~"r E \
Plol.MIV Adolen I~_~:t. 2.
Clly tle",,,Ille
LIOII Dtscllpllon Det\d Book Z9' X, I'a&" 692
sail Plitt I N I A D"I. III Solin N I A 1<>111101111
~hJ.I!\Oa1 [slal0 Tam $ 8', ,60 (yr) lO1l11 dlMQCS 10 ho llillll bV sollol $
LlIIdtr/Cllonl,Fo..,ler. Addams E. Rundle
Oc,"~,"IVa(:ant I,and MlII""OI IJIlltH) GLl 1
WHITTEN. Sr. Estate
E. 3, Subdivision Road, Upper Mifflin
GOlmly CU,mberland
'l:wp.
1111 Codo 11 ~,'Il
Sl,lte
I'A
Mdlm
Properly nIQhls^pp(i1I~OII I K \ rUIl ! I LCrlSOholi1 I I 00 MinimIs PUU
N / A OIllOl utos cnllco~slon5 N I ^
Z8 South Pitt Street, Carll~l", PA
Insl',IClin!1slo^ll11r;II~M F.at.lmato ~18r.kot Volu(!
yrs
lUfdlloll Urlf;lll I ~lIh(jftlt11l Ix 1111[;11 t](lo!! A.O rillr Poor
SulllUl1 Ovcr 16'~, Ix ?f1'I, 10 n'~. 1I11!1IH ~~\'~, IlIljJloVIllQn\ Slahlllly I _I I I I I
Growth 1\.110 I FullVIl(jV l\,Jtlld [x !ih'J!ly Hlow ClJ!lVllnlllflClI tn il1lploynlAtll [ ~I I I I. I
fllOlloflyValuu 111/:loaslnu Ix SI,lhln ()~dll\lllll !:llnVl1lllnnce 10 ShCllllllng I xl , I I I
I
M Il.mlnd/Sllpply Sh O~ I,IUO i X I In B,II,lnc~ \)VN$I)PIII, CmlYAnlDl'lcllto ~chools Ixl I I [ I
I' Malkallnij runo tJlHlllf:IMos [xl HMo, l)vtll L Mo~ Mnqu~cy III Puhllr, IflU1SllUIUUifll1 II xi I I I I
I
I PIGSonl tilfl1ltJsc 30% I rotl1llly o ~,2,~ F.trnlly o ':,. AIII~ 0% (;ulIIlu 0 '~, 1;llllIlIIOfl;I,II lloeroilllnnal f ac1l11l8~ II xl I I I I
G
" O'X.lnUuslrl,11 70 % V.IlAlIll ", Mnqu.1CYu! lllllltlOS II xl I I I I
. Chango In f'IOSlltllland Usn I I NIIIII~nly I IlIklllv!'1 I xjlilklnUPI,lcil(') flrnpnrtyGum'J.llltJlti\y II xl I I I I
0 (') From Vacatl.t 10 R""Jdontlal III(\locIIOn lfOnllllllrlmental Condllinns II _I II I I
R I
" PfcdomlnanlOccupancy I xl Owonr I 110n11nl I~J V.tr..llil IlollcnandFllollrulocliOfl II xl I I I I
0 Slnglo Farnlly r,U:ll ,"nuo ~O 101 I~IJ I'rodmnlnillllV,Uul) $ 90,000 HnMI111 Appoaranr.lI olllropolllfiS II x\ I I I I
0 SlIlQlc FamllyAOe Nuw ylS lu 100 yrs flrodomlll<11l1A.oo ~o yr$ A nalloM.uke!
,0
Comments Including Ihoso lac lOrE, lavorable ()f unlav()fabIO, alloCllllg flllHketalllllly (ll.g, pUbliC park~, ~Ql100Is, vIOW, noL~O): Nolghbo rhood .1. s ru ral in
character, All major amenities withIn co.nvo.nlent drlvInr, d l.Hllnce. 'I'here J,fl minimal pub lie
tr~.nsportat I on In the Immediate area, The nolghbo.rhood hafl eonfl auctio.n bu Ud- up and futuro,
consistenc is [0. ected. SMSA 3Z~0.
Olmenslofls~_e,~._~:t;t~chedt8x ffifJ._P' 2 tracts
lonlngCldssllIcallon No_Jotmsl zO_flJng
HIQhnlandboslllSll: [x)rlllSllnlllsc \ _,IOlhctIS\10Clly)
Public OIlier (DOSClIlIOI OfF.81TE IMPROVEMEi~ 8 10po Rol1.l ns
[101' I,,] 511111 A"",: [xl Public I IpII"11 Sill Typical for area
Gas [' i Sur!,,, Macadam SII'PO IrreSl11ar
W,ler L] MOln""n'" 1,,1 Public [ Ipllval' Vllw Avera&e/Coulltryslde
San S,.,C] ,_,_ .nn II Slo'lII S'WII II Curb/Gullll DlalO'O' Adequate ' ,.
['] UndergrQund Elect. & Tel. l'J Sidewalk \ OJ SlIeot Lights Is Ihe pIoperly located In a HUD Idenllllod Special Flood Hazard Aru? Ix,] No \ Yes
Com mints (favorable or unf&vorable Including any apparenl advarso easements, encroachmllr.!S 01 oltler adverse cQnclltlonS): The ['e__ _ a fE;!_ _(}~ ~ pp_8_re_fl_:t ". ~_~_'{_e r s~___
. ea~~lIll'llts..,.e.rlcro~chment",orotheradverse"onditions '. Well and aeptieweuldservlceany
nl,lIlPL~"~tn~nts and Brecommo.n for the area__sndhave no adverse effect on marketabIlity.
'1 ~.~^cms
f'fnsofllllll11mVUlnonls Ix] Illl
!,)COlnOllOI-
'! 110 nol ~onl()rflllo !olllnu rCijulallons
The underslgnod has recited Ihren locont sales 01 properties mosl similar and prOlclmale 10 subjeCI and has considered Ihose In Ihe marko! analySIS, The descrIption Includes
a doUaf adjustment fetleclltlg malkot feactlon 10 thOse IIams 01 sign III cant varlallon between the slIblecl and comparable proper!les. II a slgnWcant Item In the _comparable
property Is superior to or more lavofablo than thl! slIbJect proPIHLy, a minus (-) adlustmenl Is made thus. reducing lho Indicated value 01 subject; II a signIfIcant 118m In ttle
comparable Is Inlerlor 10 or leu favorable than me subject plOperiY, a plus (+) adlustmenl Is made Ihus Increaslflg the Indlcalad value 01 Ihe SUbject.
SIlBJ[CT
Lot 2 & 3
S u,~~l vJ~i.Qll
I COMPARABl[ NO, 3
Tabor Rcad
Uppe.r:_Mlfflin, 'l'.IP,
1 mUe mIl
.-~ .. -{~--Ji~!~=
courthouse Records
.-. ... ., '. m.. (ll'
_ __J~_~.sc.~.I.~!!9_~. I . Mjl!M!ll~nL_
5/97_ I _.__
, Ay"r a &,,-_1_ .,
Z.()~_lIcres. I__",,ll.()_
L_...,_~___.
.,.".,.illM
Address
I . WMPAA~BII NO! COMPARABlINO,.2
I ~;:~~v~~;~~i~O~~P' ~;;:~a~~f~~~~TWP'
I::a_~~ns~\rrlt~~~[ 1 milemr~ 4~: i~~ :
I Gour_thollse Records 'court, houfle Re~ords
'--,]11 ",n.
"1_ DESC~I_PJ!q~. .I AQj~,lmc~1 DI~Q~IPTlqN I --- Ml~~II1IYJ1.L
')/96 1 10/96 I
A_v~r.~&e 1 Avera&e 1
2, ',.tl&_Ac.rejl __-'- ) ..000 5,15 Acrea I
I I
,~ I
1 I
1.- 1
I 1
__.....,_....... I. I,
nG<JPi,,~IJMi'"' $ Z ,000' LJ 1'1", iii"""' S
,
p~O.'I~lIl.lll_Su~l~ .
. !!!.sjrtce . SN/^
lILC!/A"_S],O_OO
~IH~Ulce Ins.pec:Uon
Oalo 01 Salo and DESCRIPTION
Tlm'-^~I",lrn,"1 7 hl197" .
_~Qc.1Uq!L.....____._ ._by.e_r_ll_Sc_
jll!/'IJ!~~n__ _ 4 ,a_" r~-"
~ ~~ 000
,_-', .1..___, _'__~_
,-'_~~...m___~
I
_L___
Z,OOO ,.@P;;; iJM""~ L4."Q9-
..N..I,^~JlOl'lL
Indlcalcdvaluo
olSlIbcr.1
'i Commonlsoll "'ark,1 D,I. A, ,yal'!.'Lra!ls~of J6 ,.076
i_.!!!~t.~,,'da.~Lcl!'.y,iIl1:..J,Qn,of$3 ,09~.
Ii. lQca.!~.P.!l"!p._su_H~~t;",.,
l: Comm."sand Condlllons 01 Appraisal: Y(ltir ~ppralser hssureconciledat
& .l!"!,!,._!,QuaJ!l_$2~,O.OO._prop"rt;y. haJlbeen, app,'sIfled In
"_.9".r.'_~i._~"!,,,d.i..n"!l1I1e_rep(lrteA.. Appraiser assumes. all
'~. sito, are available.
;~ -fi~~I'R~;nclIl~;~;~~r~~tanalysIs supports myestlmateof market value.
I __..__u. ,- . -~..-
h...iii "'~..".",... "'"",."' .""....m.."' l.tZ ""' '-1:-*: ---- -
.,~' Appral"rlll . ::;:::,; OISlI (II 'PP~lcabll) I JI r ~I ,un 1~'P;;tP~j,;~tY-
II :~::turaDfANE"'afLL':1i'_" _~<,_,-LI 1l'11071z1/97 Nlml ~ ~RREirT. SRpA. SRAii,iiiJiT2T197
.,.,. Ph r'llI"n" Ixl Cerlllloallon I RL-001579-1, 51'" PA Cerllllcallon I GA'002cj8:L"---'~.
S 19.500
to_JIZ,Z66 peracre In
Comparable #1 Ifl given
S 45.500
indJcated. ,with
the most weight
S Z8 90
of $9.188
.itfl
a mean
due to
$7 .000 per a.cre, . 4 ACJ:.e~, @ _$7.."O_o..O~.~n_____
"as Is" .conditio.n., No impro_vem~.t:s,:WJ'.r,t;!____
nll.cesssrypermlt;s for future bul1Mll&..!?Il__
Ii! '1:/II'Il!'lIlWll llIi:
Ii) f ;~ <lIh 1\11~~+l'l ,
i I IJ~,tl1 11111tl~I" ?
::! ,
U! '. "I'
t ~ r~ ~ '~I
I ~ mill llllilil!ll!il:
..., Ii'i....::
ABV. I'll E~ , (7.88)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
ISCELLANEOUS EXPENSES
eOM~11~4\,a~~~AHIA
STATE OF
Victor
ITEM
NUMBER
A.
8.
F;, Whitton Sr. SSI143)'20-0215 12/12/96
DESCRIPTION
-_._-~.
1
Fun.r.1 Exp.n...'
Hofflsan Roth Funer/1l Homo,
burial to Includo purch/1se
All services Incident to
of cLlsket.
2
\lestmlnster Cemetery. Opening and closing of grsve.
1.
Admlnl.lr.llv. Co.l..
Porsone' Ro",..onlltlvO Commissions
Social S.curMy Numbor of Porsonal Roprosonlall.a:
V..r ColT'mi..lons paid
2.
Anorney Flos
Fowler, Addams & Rundle
3.
F.mily EX."'4'tlon
Clalmonl Betty K. Whl tten
Addr.'!is of Claimant It decedent's death
Str..t Addro.. 640 Conodogulnet
City Carlisle
Avenue
Sial. ~ Zip Cod. _UQU
R.lallonshlp Wife
4.
Probate his
Register of Wills
C. MI.c.lI.nlOu. E.p.n....
Steven W. Barrett Realtor - appraisal of real es~ate
1
2
Register of \lllls - filing Inheritance Tax return
L
TOTAL (Also onler on lino 9, Recapitulalion)
(If IlIoro .p.c.i. n..dod, In.ort .ddlllon.l.h..t. ol..m. .i...)
C'~f.,ht(c) 1". form IOtlWI" only CPSy.teml, Inc.
Pi.... Print or T .
FILE NUMOER
1991.580
AMOUNt
I. ,750. 00
735.00
200.00
3:500.00
54.00
200.00
l5.00
. 9,454.00
Form 1500scnlldule H(An 7-88)
1./ -1'1tl."~
IUREAU OF INDIVIDU~L TAME'
INHERITANCE TAM DIViSiON
DEP!. 216'01
H.RR I SIUMO , PA l/121-0601
DEPARTMENT g~ "&V&"y&
'-
,.
NOTICE OF INHERITANCE TAX
APpRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAM
uv."" (It ,,, IOt.HI
12-01-97
WHITTEN
12-12-96
21 97-0~80
CUMBERLAND
101
F~:=-~~=~:=--=-l
MAKE CHECK PAYAILE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THII LINE .... RETAIN LOWI!R PORTION FOR YOUR RECONDS ~
REV: iiit?- EX -Ai: p -i09: 97"i- iio"fi Or-OF - "fNHEiiifANCi - TAx- A-pjiii 'Ai sEMEiii'"; - lii.i."6wANci - oli- - - --- - --- -. -. - --
DISALLOWANCE OF DI!DUCTIONS AND ASSESSMENT OF TAX
VICTOR E FILE NO.21 97-0580 ACN 101
MICHAEL R RUNULE
FOWLER HAL
28 S PITT ST
CARLISLE
DATI
1ST ATE OF
DATE OF DEATH
FILl! NUMIIR
COUNTY
ACN
VICTOR
E
PA 17013
DATE
12-01-97
ESfATI OF WHITTEN
) CHANGED
TAX RETURN WAS I (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTERI!ST . SEE REVERSE
APPRAISED VALUE OF RETURN lASED ON: ORIGINAL RETURN
I. Rool Est.t. eSohodul. A)
2. Stook. and Bondi (Schedule 8)
S. Clo..ly Held stock/Partner,hip tnter.lt (Schedule C)
4. Kort._la./Not.. Receivable (Sohedule OJ
5. Calh/lank Oapollt./H1Ic. Parlonal Prop.rt~ CSohedule E)
D. Jolntl~ Dwnod proport~ ISohodul. F)
7. Tranafara ISohedule OJ
I. Tob1 A...t,
NOTE I To injure proper
credit to your aooount,
.ubMl~ the upper portion
of thl. for. with your
tax paYIIl.nt,
14.000,00
.00
.90
,00
,00
,00
,00
eal
11)
t2l_
(3)
(4)
(S)
(D)
(7)
14,000.00
191
110)
9.454.00
.00
Illl
1I21
1131
1141
APPROVID DIDUCTIONS AND IXEMPTIONSI
9. Funaral Expan.../Ad.. Co.t./"ilc. Exp.n,.' (Schldule H)
10. D.bt.l"ortgog. llobllltlo./Llon. eSohodulo I)
11. Tot.1 aoduotlon.
12. Not V.lu. of To. R.turn
15. Charltabla/Govlrn.antal a.quI.t'J Non-.llct.d .115 Tru.t. eSchedull J)
14. Not V.1u. of E.t.t. Subjoot to T..
Q.4~' no
4,546.00
.00
4.546.00
If .n ......m.nt w.. i..u.d prlviou.1Y. lin..
r.fl.ct figur.. th.t includ. the tot.l of 6kb
AIIIIIMINT OF TAXI
IS. AMount of L Ino 14 ot Spou..1 r.t. lISl
16. AlIlount of lolnl 14 ta)(lbll at L in..l/Ch.. A rat. t 1')
17. A.ount of Llno 14 to..bl. .t Col1.tAroI/Clo.. I roto (17)
II. Prlnolp.1 To. Duo
TAX CAlDITSI
14. 15 .nd/ur 16. 17 .nd 11 will
return. .......d to d.t..
NOTlI
.00 X .00.
4.546.00 x. 06.
.00 X .15.
1111_
.00
272.76
.00
272.76
PAV"ENT RECEIPT DISCOUNT ( +l A"OUNT PAID
DATE NU~IU INTEREST/PEN PAID 1-)
09-02-97 AA211693 ,00 -- --- 272,76
TOTAL TAX CREDIT 272.76
IALANCI OF TAX DUE .00
~-
INTEREST AND PIN. .00
TOTAL 'DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATION Of ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN *1. NO PAV"ENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDn" eCRJ, YOU "AV IE OUE
A REFUND. SEE REVERSE SIDE OF THIS FDR" FOR INSTRUCTIONS. I
~ ~-I
RESERVATION 1 Eltata. of d.e,d."" dvlnl~.n or b.for. D.o.~b.r 12, 1982 ~- If ~ny futur' tntlrelt ln the e.tata I. tr.niftrrtd
'n po.....ion or enjoyll(ltll()o Cl.... (oollet.rall b.nefloiari.. of tn. d.Claa_nt aft.r the eMplretion uf nny'ute.. fcif'
life or for y.ar.. the COMllIonwaalth herebY 'Mpr.,.IV r.,afV" tha rtaht to IPpr.I.~ and .i.... trln.far Inh.ritano. T.M"
.t the Inwful CIa.. . (col1.'t.rtU rata on any .uch futurl intar..t.
I'UllPOSE Of
NOTICE I
To fulfill the r,qulr'llIent. of Smcllon 2140 of the Inherltama. and E.tat. TaM Act. Act 21 of 1995, (12 P,S.
Sactlon'140),
Oatach tha top portlon of thit Hotlca l'lnd tublllt with your paYlllant to the R.glttar of IUllt prlntld on the r.....r.. .1de.
--Hake t:nlck or 1II0"'Y order pltyabla tOI REGISTER OF MILLS, AGENT
PAVMENT I
REFUND (CA)I
A rafund of a t..,o( oradlt, which wat not r.qullttd on the Ta)( Return, IIItlY b. rtquI,t.d by cOlllpl.t1ng an "ApplIoatlon
for R.fund of Ptnn,ylvtnl. Inh,dttnoll and E.tatt TaM" (REV-UU), Appllcltlonl ara IIv.llablt at th.Offlot
of the R.gl.ter of Will., .ny of the 2S R.....nu. Ol.trlct Offlc'" or b~ call1no the 'Plcltl 24-hour
In.Wlr1no ..rvlcl nUllbtrl for for III ordtrhlUI In P.nn.yl".nll 1-SOO.J62-Z0S01 out.ld. P.nn.ylv.nl..nd
within 10cIl Herrl.burg arl. (711) 187-S094, TDDIl (17) 712.,2!i.l! (H.adnu hlpalr.1J Only).
Any plrty In Intert.t not uthflld wUh the IIpprah...."t, allowBnc. or dllllllow.nc. of d.ductlon., or ........nt
of t.~ (Including dl.count or Int.r..t) a. .hown on thl. Notlcl ~u~t obj.ct within .Ixty (60) d.y. of r.cIlpt ~,
thl. HoUcI by:
uwrltt.n protut'to tha PA O.rart",.nt of Rav.nuI/ BOllrd of APPtalt, O.pt. ZS1021, ~arrhburg, P~ 17128.1021, OR
~-.lactlon to h'V' the ~Itt.r dtt.r.ln.d .t audit of th~ .ccount of thl par.onal r.pr~..ntltl"'l. OR
"'PPIII to th4i Drphln.' Court.
OIJECTIOHSI
_DIlIM
lITA~tlVt:
CORRf.ClIOHS I
Flctu.l errort dhcov.rad on thlt ........nt .hould b. addr....d In writing to: PA O.p.rtllllnt of R."enut,
lurtlU nf Indlyldual Tlll:tI, ~nNI Po.t AII......nt R.vllw Unit, O.pt. 2806IH, Harrhbur.. PA 11121-06,1
PttonI (7111 717-6S0S, SI. p.g. S of the bookl.t "In.truotlon. for Inhlrlhoc' "IC R.turn for I R..ldent
Dec.dent" UtEV-lSOl I for In .lCpl.nltlon of .dIlIlnhtrlt IVIlY corr.ct.bl. .rrort,
If anY tlM due I. p.ld within thr.. (). e.l.ndar 1I0nth. aft.r the d.c.d.nt'. dlath. . fl". pltc.ntU;':,) dhcoun\ of
tho t'l( p.id h .llowad,
DISCOUNT I
PlHAL TV I
Th' ISX talC '1In1,ty non~p.rtlclpltlon p.n.lty I. co.put.d on the tot.1 of the taM and Int.r..t .......d, and not
p.ld blfor. J.nuary II, 1996, th. flr.t d.y ,ft.r thl .nd of the tlM a.nlaty plrlod. lhl. non-p~rt'clp.tlon
p.n'lty I. .pp..labl. In the .... ..nn.t .nd In the the "., tl.. p.rlod .. YOU Mould app.al the t'M .nd lnt.r..t
tn.t hi' b..n .....I.d I' 'ndlc.tld on thl. notlcl,
IHTEREST I
Intarllt It Charg.d b..lnnlng with flr.t dlY of d.llnquency, or nln. (91 1I0nth. and ona (1) daY fro. the d.te of
dllth, to th. d.te of p.Yllllnt, hMII which ble..' d.llnqulnt blfor. January 1. 1982 ba.r lnterllt .t tht ratt of
.J~ (6~) ptrc.nt plr nnnu. c~lcul.tld .t . d.tly rnte of ,000164, All t..I' which beca~' delinquent on and a'ttr
J.nuary I. 1'62 will b..r Int.r..t .t a r.tl which will v.ry fro~ cal.ndar y.ar to cnl.ndar ~..r with that r.t.
announc.d bv the PA Dlpllrt..nt uf R.v.nu.. Th. appllc.bl. lnt.r..t rlt.. for 19S2 through 1997 .r'l
'WI Int.r..t R.t, O.lh Interllt Factor 1!!.r Internt Mlt. O.Uv lnter..t flctor
1912 20X .000541 1987 'X ,GOOl47
1915 16r. ,0004Se 1981.1991 11% .DOnGl
1914 Hi( .00nOl 1'92 9;': ,GOOl41
19l~ Ui( ,OOClU6 P,'S-199ft 7X .OOOI9l
19'" lOil. ,000214 1995-n'7 ,;.: .OOOl."
~ -Int.r..t I. c.loulat.d .. followlI
INTEREST . IALANCE OF TAX UNPAID X NU"IER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlcl inu.d .ft.r tht taM baco... d.lInqu.nt will reU.ct .n Int.r".t c.lcul.tlon to liH.1R UI) diY'
b.~ond the d.tl of the ........nt, I' ply~.nt i. Mid. .ft.r the Intlr..t ootputltlon data .hown on thl
Notlc., .ddltionll tnt.rllt MU.t b. calculat.d. '