HomeMy WebLinkAbout97-00706
llETlTlON HHl IIHOUATE 11\1l1 GHANT OF LErfEllS
No.~~
To:
Relhler of Wills for Ihe
. DtctoStd. Counly of cUMBgHI,IIND In lhe
Soclol Stel/rll)l No. 5" 8 - 2 4 - 7 2 41 _ Commonwealth of Pennsylyania
The pellllon of Ihe undcrs1aned respectfully represenlSlhal:
Your pclllloncr(s), \\'ho 1~/arc 18 ye~rs of ale or older an the execut or
lnlhe last will of lhe aboye decedent, dated Ma rch 24,
and codlcll(l) dated
&10" of _ CIII\IH,gS
olso known os
F. 'I'YSON
n~lI)ed
,t9~
(~lnIC felevnlll ChCIIIIUIl\IlCU. c." ICIIIlIIClr\lIOIl, ~Cl'lh 01 C.l.cculor. tiC,)
Decedent \\'n~ dOIl.lcil<d nt de~lh In cumher1 "nd Counly, Pennsylyanla, wllh
ll...-ia-_Iasl family or principal residence al ~8 N. 21st Street
.__ Borollgh of Camp nil]
tll.~ IIlrceL. nUlllbor, '1'wp. ur Uoro,1
DecedclIl.lhell 7q l'earsefn~c,uicd __ July 16, ,19 97 ,
al ~n'y Qrjr~t ~nQr1t~1 . - .
Excepl as follows, decedent did nol nlnrr)', was not diYOTced and did not h.aye a child born or adoplcd
arter execution of lhe \\'i11 orfcred for probate: \\'~s nelthe yiclim of a kilHnl and was ncyer adjudicated
Incompelenl:
Decedent at death owned properlY wilh c~t1n1cled I'alues as follo\\'s:
(If domiciled In Pc.) All personal properly S 27,900.00
(If nol domiciled in pa.) personal properly In Penns)'lyanla S
(If nol domiciled In I'a.) Personal properlY in Counly' S
Value of real eslale In PemlS)'h'anlc S None
sllualed as follo\\'s:
WHEREFORE, pelilloner(s) respeelfully
presenled herewilh and Ihe grant of lellers
lheron.
request(s) lhe probale of Ihe last will and c~dlcll(s)
Testamentary
(1<.lIlm.nllry: Idmlllhlrltlotl c.I.I.; Idmlnllllltlon d.b.n.c.I...)
II
\~
. Iii
. J(",c.y ri Zrj<~'--
GEORGE II. '~SON
~S Belle vista Drive
Rnol"r PA 17025
-
---
OATH OF PEHSONAL HEPHESENTATlVE
COMMONWEALTH Ol"l'ENNSYLVAN.l^ } ss
COUNTY OF _C:~lMBERr.AND
The pelilloncr(s) ~boYe..nanlCd swelll(s) or arrlrm(s) Ihalthe Itatcmel1lS In lhe Corelolnl pelillon Ire
\Iue and con.cllo lhc b,,1 of the kno\Ylc~ge nl1u belieC of pctltloner(s) alld Ihat as penonal rcprcscn-
lallve(s) of Ihe uboyc ucccu(ul pelllloller(s) wll\ well aud IfUly admlnhtcrthe eslale accordlnllo law.
l.' (
Sworn 10 or arnull~2 R~d
-.....;.. ~~ar6J1}e lhls ~ n
f'll, I j . ,)j)" ~ / ,
subscrlbcd ~.
da of
I.
~r
/:.,.- <--:'.( '-.' "
/
GEbRGE A.. TYSON
___t"I
...
il
~
~
~
Hr.
t.".
'.
'97
I,m 2.'
!\ r} i'H~
, \ c- I(~ ,I
I~I'
'" H'"
.GUj,
" .
... ~t
.~
~..
I,'
,'-
to-
~
~ ~
'd
. 0: ~ :J
~ ~ \( ~
~ ~ i ~
',ij~z
:z: \(>'
~ ~
:r.:
o
.,
l_U-
. .
~
1&\
,
, (.
OI063HlOOOIIMeroh 14, 19971BOMINLBI61913.1
and bequeath the same unto those of my children who survive me, to be divided among them In as nearly
equalshlirCl as practical. If there be disagreement as to the disposition of sny Item or Items described
In the Article, I dlrcctthat It shall be disposed of In accordance with Article Whereof.
ARTICLE III
IglYC, devise and bequeath all there.,t, residue and remainder of my estate of wbatsoever nature .
and wheresoever situate, as follows:
A. One-third thereof I give, devise and bequeath unto my son, STANLEY A. TYSON;
B. One-third thereof I give, devise and bequeath unlo my son, GEORGE A. TYSON,
provided that should either of my sons predecease me, I give, devise and bequeath the
share of such deceased son unto his then-Iiylnglssue, per slirpes; and
. C. One-third thereof I give, devise and bequealh unlO SWARTHMORE COLLEGE,
Swarthmore, Pennsylvania, in memory and honor of all the Tysons, their relatives and
friends who lived, worked, hoped and prayed for the good of our Country belween 1683
and the time SW ARTHMORE COLLEGE was established, to be used for the purpose
of scholarships for those students who major or plan to major In history, the social
studies or liberal artS generally and who have a real financial need.
2
OI0632-GOOOIIM.",h 14, 1997/1l0MlNLB/61923, I
ACKNOWLEDGEfdENT
COfdMONWEALTlI OF PENNSYLVANIA
COUNTY OF CUMBERLAND
II.
On this, the ::; (l{:~ay ~t )i\. I ().\" L ,1997, before me, the underslllned officer,
personally appeared Edmund O. Myers, I.D, , 20558, known to me (or latllfactorlly proven) to be a
member of the bar of the highest court of Pennsylvania and certified that he was personally present when
CHARLES F. TYSON, K~\\.. ()J. (' ,,\ \ \ L . and'\:) }h l' G'V\ c\:\ ~.,. whose names
are subscribed to the within instrument, executed the same, and that the said persons Hcknowledged that
they executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~n
I ff7):'
) . ().. )l.,tL 'r/-\ . {S ),;;:,'L~"LO
Notary Mile
My Commission Expires:
7
,~..' .'~. \.~ '..., '" ,~..
TO
Register' of Wills Office
cumberland County Courthouse
1 courthouse Square
FROM
JOHNSON, DUFFIE, STEWART I WEIDNER
AttornllYS at Law
P,O. Box 109
LEMOYNE, PA 17043
Carlisle, PII 17013-' 3387
1/5/98
SUBJECT: Estate of Charles I'. Tyson - 21.-97-0706
DAI'I'.:
fOLD +
000: July 16, 1997
Enclosl...a for fi.ling i.n the above-captioned EBtate are the followingl
1. original Inventory.
2. Original and copy of rnheri.tance Tax Return.
3. Check in the allOunt of $25 . 00, filing charges.
4. Check in the amount of $565.]] , Inh8ritance Tax.
PLEASE REPLY TO
,
SIGNED
EdmUnd G. Myers
Csh
REPLY
DATE:
SIGNED
Aooular 110m lIfilO OfHyllrc, p,O. (\Q~ :!944, Willford, CT Of;104.?l.)44
..._'0'. ,,".r""''''InUSA THIS COpy FOR PERSON ADDAP.SSED
. . x 1" ·
y.
,'of,
'.
\
j
..:t,
'.
,.
"
'f._,
:t 1;0
!iIi~" ' t".t1
"'1
.,
,
I
'I -v,
""'C"C__
;
...- -~
-. -+.\,....,-..--:.,......-,.....,-.- ..--- -.
..rf;,,-.--;~,..,-, - ... .-.. ,_'T -'-''--'''_ _'\~...., ,~~~c'"
\
,
-f1,
I
.,.
,
I
)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
/ '/ ;;
,"1 '" !-';';'1 (}
FLE NU.IEIl
2 ] 9 7 0 7 0 6
"'" IUlIIfI
MVI~[K'I'''l J~t.
COMMO~~:YlVANIA
OEPARTMENT Of REVFNlIE
OEPU8OOQ1
A P I
OECEOENTSNMlE (lAST, FIRST, ,t,HOM!DOlE INITIALt 11M Illlri. block" MIlw"lWOfd'
II!
!z
w
~
~
Q
(' II ^ Il \, I'; S
OATforOEAltt
I"
'1' V 8 0 N
SOCIAl. SECURITY NUMlll'H
------OA'lEOf BIRrH
0/ ] <J 1 H
TIllS RETUNN MUST IE FILED IN OUPLICATE wnH THE
REGISTER OF WILLS
r) 'iR"24"72 4 7/1(,/ 'J'l 7 6/l
(IF ,6,PPlICAIllE) 5URVlVlNOSPOUSF.'S NAMf.lLAST, FIRST, ~O "'iOOLE INI11AJI SOCI.IJ.. SECURI1Y t~UMBER
MUdrL'd M. 1'yson
(,(,"40-776
IilJ 1. Or~lnal Retum 0 Z Supplemen\ll Retum 0 3 Remalnde, Relllml''''''''''''''''. "'''''1
o 4. L1mKed Eslale 0 4a. Flltll," Interest Compromise ('" .(d..,,,,,., "'''''1 0 Hederal Estate Tax RO~im Required
~ 6. Decedent Died T eslale (..wc:h ~O\lY 01 W.U) 0 7. Decedent Maintained 8 Living Trust (Att."'l;1I COi!Y oITMI) __ 8, T oml Number of Sale Oepos" Bo~es
o 9. Lltlgetlon Procoods Received 010 Spousal Poverty Credill,...r.."",,,,,,,, 11.Mi "" ''''\) D 11. Election tota, under See 9113(Ali"'" Sc.OI
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
t-W.-iE C()j-,~PlETE WJlING ,lJJORESS -
I'dmund G. Myers, Esq.
FIRM NAME (lfI\1PIk:JbIe)
Johnson, Duffie, 8tewilrt & Wc.J.dner
TELEPHONE NWBER
717 76l-4540
301 Milrke!t Stred:, P. O. llox l09
]''If<.)ync!, P^ 17043-0109
1. Re.1 Estate (Sc~edul. A)
2. Stock! end Bonds (Sc!ledule B)
(1)
(2)
4 ,2 6 2. 4 0
3. C~se~ Held Corporalkln,Partnershlp or Sole-ProprlOtorshlp (3)
z
o
S
E
~
~
4. Mor1lleges & Notes Receivable (Schedule D)
5. Cosh, Bank Deposl1s & Mocellaneous Person'l Property
(ScI1edule E)
6. Jolnlly ONned Property (Schedule F)
7. Inter-Vivos Transters & Miscellaneous Non.Probate Property
(ScI1edule G or L)
6. ToblOroll AIIIII (total Lines 1-7)
(4)
(5)
(6)
(7)
1 1 tl 6 O. 2 2
3 I 7 7 3' 6 0
5 6 j 7 8 'i . ') 1
(8)
7 .3 1 1 . 7 (I
(I
(11)
7 . 3 1 1. 7 0
6 8' 6 7 O' 0 3
2 . 4 6 5' 9 5
6 6 , 2 (I 4' 0 8
o -
5 , 9
8
l' 7 3
7
9 Funeral e'penses & Admlnlstretive Cools (Schedule H)
(9)
(10)
10 Debls of Decedent, Mortgage Liabilities. & Liens (Schedule I)
11. TobIDlductlonl(totaILlnes9& 10)
12. N,tVllueof Elate (Line 8 minus Line 11) (12)
13. Chentable end Govemmental BAqueslslSec 9113 TNSIs lor which en election to ta, has nol been (13)
made (Schedule J)
!
F;
~~
to!
u
14. Nit Vllue Subject to TIX (Line 12 minus Line 13)
15. ~mount of line 14 ta,.ble 5 6 7 8
et the spousal tax fete , ) ·
See Instructions on reve"" skletor eppllcable percentage
16. Amount of lI"el4 ta,able
et8%rate 9 , 4 ]
17. Amount of line 14 ta,able
et 15% rale
(14)
1
5 I S
x .0
(15)
. :)
6 5 . 1
1
7
x .Oij
(16)
(17)
(18)
. 5
A . 5
o
6
x ,~5
- .
5.
]
18. lex Due
19.
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
iT~tiis of peijury. 1.181'1 that I hi'll examined 111& retum, Includll'lg ~111'1g IChedule, IIIId Italemenb.1Iid to !he bell 01 m1 kllOWledge end beliel, 111$ lIue, cool.'d llfId oomplele. 0llclN8flon of prepll'l'!r other
~lsblledonllllnl()(mationolwhlehDrtoarBl'h85l11~knowleda'
S~.AT OFP~RJl,oN"SPONSIBLEFORFILlNGRETURN ADDRESS 1005 ReU(e Vistil Driv("
~~~ r, . , Eno]a, P^ ] 7025
SIGNATU R H ESENTATIVE ADDRESS 30] MilrkL't 81'.., 1'. O. Ilox 109
lle'moyne, P^ 17043-.0109
DATE <- _ 'IoiJ'
~ ,
DATE , ,. _ ','_
.j. . .
Dl!lcedent'e Com 'ete Addresa:
STREETADORESS 408 N. 21st Street
CITY
Camp Ilil]
l~ PII
137011
Tax Plymontsllnd Credits:
1. TllX Dus (Pags 1 L1ns 18)
2. Credlll/f'aymenls
A. Spousal Povsrty Credit
8. Poor Payments
C. Dlsrounl
(1)
565.11
Tolal Croolls (A + B + C) (21 -0-
3. InleresVPenalty If applicable
D.lntsrest
E. Penslly
T olallnteresUPenally ( D + E ) (3) - 0-
4. IllIns 21s grealerthan line 1 + IIns 3, enlsrlhedlfference. Thlslslha OVERPAYMENT.
Check box on Page1llna1t to raquaat a rerund (4)
5. If line 1 + line 311 greatsr Ihan line 2, enter ths difference. This Is ths TAX DUE. (5) 565.11
A. Entsrlhe Intersst on the lax due. (5A) -0-
8. Enlerlhe total ofLlns 5 + 5A. This Is Ihe BALANCE DUE. (58) 565.11
Make Check Payable to: REGISTER OF WILLS.AGENT
llLl . -n .!!!!!
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent meke t transfer and: Yes No
a. rstaln the use or Inoome ollhe property transfarred; ................................,..,.........................0 !Xl
b. retain the rlghl to deslgn.te who shall use the prop.rty tr.nafarred pr lIs Income; ................ 0 [E)
c. retain a reverelonlry Interest; or..,..............................................................,........................... 0 [E)
d. receive the promlae for life of either paymenta, beneflts or cere? ......................................... 0 [E)
2. If delth occurred on or before December 12. 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent trensfer property within one year of death without
receiving adequate consideration? .............................",...,....................................,..................... ~ 0
3. Old dscedent own an 'In trust for" or payable upon death bank account or security
at hll or her death? ......................................................................................................................0 [EJ
4. Old decedent own an Individual retirement account, annuity, or other non-probate property?.... !D 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P.S, S9118 (a) (1.1) (I) provided for the reduction of the tax rate Imposed on the net value of transfers to or for the use of the
surviving spouse from e% to 3% for dates of death on or after July 1,1994 and before January 1, 1995.
72 P.S. S9118 (a) (1.1) (II) provided for the reduction of the rate Imposed on the net value oftransfere to or for the UII ollhe surviving
epoule from 3% to D% for dateR of death on or after January 1, 1995. The Itatute does not exemot elransfer to. .urvlvlng epouse
fl'om tax, and the statutory requirements for disclosure of assets and flllng a tax return ere stili eppllcable even If the .urvlvlng .poUle
I. the only beneflolary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an 'x' In the
appropriate epaco.
Old the decedent create. tru.t or .Imll.r arr.ngem.nt which Ie .olely for the .ur/lvlng .pou.... benellt for hi. or her entl...
lifetime? Yee 0 No Kil
If you answered yes to the above que~tloll, the tax cn the trust or similar arrangement Is pcstponed until the death of the second
spouse, at which time It will be fully taxable at the rate(s) applicable to the remainder beneflclary(les). Enter the value of the trust on
Schedule J, Pert II, In order to remove It from the celculatlon of 'he lax due In this estate. You may wish to file Schedul. 0 In order to
m.ke the eloctlon avellable under Section 9113. If the election Is made, the trust or similar arrangement Is taxed In the .state of the
first deced.nt spouse, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero t.x rate,
~nd the remainder Is taxed .t the rate(s) applicable 10 the remainder beneflclary(les). If you choose to make the election, you mUlt
attach Schedul. 0 to a timely-filed tax return. along with Schedule(s) K and/or M In ord.r to show the apportionment of the trust or
.Imllar arrangement between the surviving spouse and tho remainder beneflclary(les).
""'.......".",.
COMMONWEf,lTH r:J/ PEHHSYLVAHIA
IHHER>TAllCE TAX IlETURN .
esTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONALPROPERTV
FILE NUMBER
TYSON, CHARLES P.
21-9'/-0706
IndIldelllt prnceedl of IItIgIIlon 100 "'e de181llt prooeed. we.. received by 111. e.lale. All properly Jolntly-oMlod wtth the rIGht ollurvlYollhlp mUlt be dilclolod on Schodule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
2.
PNC Bank - Certificat.e of Doposi t No. 31400087517 -
Date of death balance, plus accrued inte,nJst.
Harris Savings Bank - Account Number 31-14-364614
Date of death bal.ance, plus accrued interest
r
. $ 9,673.68
1,4B6.~4
TOTAL (AIl<lenlel on line 5. Reca~tulallon)' 11,160.22
(If lTIOfe space Is needed, Insert eddlllonll sheets of the lime slle)
....illl".I..n..
COMMOlfflEAL TH 01' PENNSYLVANIA
INHERITAnCE TIJ( RHVRN .
EaTATE OF
SCHEDULE F
JOINTLY-OWNED PROPERTY
'l'YSON, CHARLES F.
"en ..eel wee mlde joint wtlhln on. yel' o. tile dKldent'e dele 01 d..lh, M mUll bI rlportld on Bohldule O.
SURl/I'IING JOINT TENANT(S) NAME
A'Stanley A. Tyson
9.
c.
JOINTLy.oWNED PROPERTY:
LEmR DATE
ITEM FOR JOlNT MADE
NUMBER TENANT JOINT
ADDRESS
996 old Hershey Road
Eliznbethtown, PA 17022
DESCRIPTION OF PROPERTY
'!'<Jude ""'" 01 ftnonel. InIUMio1 ond bank """,n' numho< or '1';1. kIonllfyl"l number. Attach
deed for nUy-held ~...lIIt.
1.
A.
1/80 4 - $1,000.00 Series BE Bonds dated
January 1980.
Date of death value - $1,886.80 each
FILE NUMBER
DATE OF D6ATH
VAl.UE Of ASSET
7,547 . 20
RELATIONSHIP TO DECEDENT
%OF
DECO'S
INTEREST
50
TOT At (Also enter on line 6, Recapitulation) $
(!I more space Is needed, Insert eddltlonal sheels 01 the same Ilze)
~ "",o,,-!."
Son
DATE OF DEATH
WoLUE OF
OECEDENT~ iNTEREST
3,773.60
3,173.60
1IY.l\....I'.~.
~THOfPlNNSYLVAN~
INHERITANCE TAX fliTURN
SCHEDULE G
INTER.vIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
E8TATE OF
TYSON, CHAiU..gS fI'.
FILE NUMBER
21-97-0706
Thilldltdule mUll be oompleled end filed ~ the entWer to l~yofqu..lIons lthrouoh ~ on thl reve"'el~e 01 the REV-l500 COVER SHEET. Y".
ITEM
DESCRIPTION OF PROPERTY
INClllOffHIIWIftCWnt!1~1"'(,fMllltquT1Of($H'fODtetOlH1AAOMOoA'10f'IfMS'fll
"'lIACHACOf'1OfI"IO((Df~"",lLU'AlI.
D~ TE OF DE~ TH
: ....f
1. J\roorican General I,He InsuranCe Canpany
IInnuity: No. A10084104F
Primary Beneficiary: Mi.1dr.'ed M. Tyson,
srouse
Date of death value:
25,559.07
2.
i\rreriean General Life
IInnuity: Al0070332F
Primary Beneficiary:
Mildred M. Tyson,
srouse
Insurance Canpany
Date of death value:
30,124.52
,
J.
Waddell & Reed - Individual Retirement
Account No. 21183083 - Charles F. Tyson
containing 117.101 shares of United
Retirement Fund @ $9.41 per share.
Waddell & Reed - Account No. 27153923
transferred from decedent to Mildred M.
Tyson, wife, on June 5, 1997.
Account contains 11,214.445 shares of
United Municipal Bond Fund @ $7.45 per
share.
83,547.62
4.
%OF
eECO'S
,
EXCLUSI~~
I
TOT AI. (Also enllf on line 7, ReclIpllulaUon) .
(If more '\ I, needad, Insert eddltlonal 'heels ot the ,ameslze)
.
":'-~,.......~~
T~XABLE V~lue
25,559.07
30,124.52
1,101. 92
-'0-
56,785.51
,
1 t"
"
;',
r"'I
'In
t;--i~;:
j rl~
~ 0
-.I~
.-'-
t~
;'<
<0
I
I~I::
t~
r-,
;,~! ~'L
1.(,
'l-
'08
r~~
COMMONWEALTH 0. I'ENNSYLYANIA
COUNTY 0. CUM.ERLAND
}
"I
being duly _
d. t I d ~ th this 1\Xt!cutor
_ .ccor Ing 0 .w, .1'0101 an" I'YI · ·
of the Elht. of charles I". 7'yson
lete of __Qi!IJI.I2_JJilJ..!lQ1:..Q.l)g\t. n___ _, Cumb.rland County, P.., d.c....d .nd thet the
within Is .n Inv.ntory m.de by (1...nr~w A. 'lyson ., the 1.ld Executor
of the entire estate of 1.ld dec.d.nt, conshtlng of all the p.rson.1 prop.rty .nd real .d.t., except real .Ihte outside
the Commonwealth 01 P.nnsylv.nl.. .nd that the flguru oppollte each item of the Inyentory repres.nt It'l fair v.lue
.. of the d.te of deced.nt'l death.
George II. 'I'yson
S\'K)rn
SWorn to
.nd lublcrlbed before m.,
p/". 'ft
_ 1"'C1A-- q ~n_./ /
eueutor . Aclminl.t,.tor
George A. Tyson, Executor
l005 Bell" Vista Drive
/J(hAJ'lJ.
C; 19 98
-J
NOTARIAL SE L
NINA JUNE DAVIS, Nol r~ P
Lemo~no Boro Cumborl nd County
M Commission Ex irosO 1.31199B
Member Pennsylvanl a Assoclal on 01 Nolarlas
16th ,Tuly
Month
Enola, PII 1.7025
...dd,.1I
1997
Date of Death
D.y
Vu,
INSTRUCTIONS
I. An Inventory must be fII.d within three month I .fter .ppolntm.nt of porsonal r.prelOntatlve,
,
2. A lupplement Inventory mUlt be fiI.d within thirty daYI of dlscoyeryof .ddltlon.I III....
3. Additional Ih..h may be .tt.ch.d II to perlon.lty or realty
4. See Article IV, Flducllfl.1 Act of 1949.
In
qo
0
I"-
.-l
8 -.l lii
lOA ~ .
'< :; .
III ~ u
0 ... ~ 0 u .
2 ~ S u
I"- 0 lOA Q t/l ~I
0 .. .
r!. !Z :c ... LL .; ... E
t- -l ~ Ul ~
'1' ... -J jj 0 r4 ....
Ul -< .-l
.-l > 0 .. . .~ i: } -<~
N Z f>>
Z 0 c . 0
Q II ~ ~ .-l
- II> Z 0
0 '" U .
Z w <( . ... " ~
... ~) ...
c I
.
- -.:: .
0 . 0
..0 .." ...
. e 0 .
. ~ ..! 0 p.,
~
-l U u: III
r: ~-
~
..0
~.
<:j,'li
~.
. !i;-~ ~
...0 t-,O
~Ib ,"'~-
~
r
!c
. o,Q5
......
'"
':S:'\ll
",0
& ~
:<.&> .;;."" ll'
'0'1> 0:- s::,~ >lI<; ,~~.
!Ii' I;:) "" leY N
'b"" v :-,~ -..,,<::- rJ"' 0">
_0<" le~ '" 'b ,"> 0<;
,~",. . ,,0 '" ""
~ ~ .;p co(,; ,-.:.....-..,,<::-
0.....' ~ 'l>v '" &>
0"" ~'" ",J:J
;:;, fS <so ~ C'Y
<:!' .:f' <s> Qi' ~~ 'l>v
,;,; ~. 0' "" ,,'?;
::<::- ~ v!;;- :So
#:<::- "",z,,/><,, o.::;~
,z; ~ C'l> ~:;;Y CV,z,'
<s>?y,z; ~V "'~
s::,' ~ ,,> :S ':-,'1>
s:::; 0 J ~ _L~"'"
I:S ,z,'Y ?y<li ~~ V
,'...~,z, ,CJ~ ~:S
V 0 0 ~
it ...,0 :-,,<::-(i; ?fi
~<:J'b- t' ~
r>~ ",0...,0
... V<:!
",,,,
<:i:-'b-
"'.
....
o
~,
v#
J
#~
"
l...
\"~/:\.'
~,
,
, (j"'.
,
..9,
.~
, '<'/
>,,/~\,
...__ .., ''tH c.. <,,_'r., '..~ .
~
l
\
-..'" I':) '^.,
.(5'" 'II
" .
.
..
JOHNSON, DUFFIE, STEWART Be WEIONER
ATTORNEYS AT LAW
r.01 'MARKET STREET Ii
( P. O. BOX IOD
LEMOYNE, PENNSYLVANIA 1'043
-li
.' 'J
i"Flrst Class Mall
C.
Ct:
Cl !
Cl "I
REGISTER OF WILLS OFFICE
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CARLISLE PA 17013-3387
_'", __,oJ: .tt:"'~;~_'f>\"'iijMf~~f;'
t -,' "
. ~ ,
~ i, ,
.
I
f ~ '
'. ,"t:. .:.
, \;~'
'", ' ...." -~
! '~.t). ' -' .., <r ,of ~
Ii .~,.
i" .7 _1'"
I I .-'~ I'
;,_\ _il,'. ._': ~,' ,,_
,,-,\ If'
~. ~
,
~}
~, H,
,
\?(
t'
,...,
.--.. ".. ~,~
,.........
~ W-' "",
~'\'-:-. -.'}r.;'~'
,.:r?~,,-'-,-~J"-,--~~~'''~'nlr
---~:":~;-~(
,
u
..
I
\
15-/QC; -.C{
c!..--
'*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
lIUREAU Of INDIVIDUAL TAMES
tHHt:MITAHCE TAlC DIVISIDM
Df.PT, .;tIO'Ol
HARRlslURe, PI 171"~0601
NOTICE Of INHERITANCE TAM
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT Of TAM
"H'~lum en"'l
EDMUND G MVERS ESQ
301 MARKET ST
PO BOX 109
LEMOVNE PA 11043
06-02-98
TVSON
07-16-97
21 97-0706
CUMBERLAND
101
AMount RI..i It.d
-='"
J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
. ACN
CHA.RLES
F
f
MAKE CHECK PAYABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLJSLE, PA 17013
CUT ALONG THIS LINE ~ RITAIN LOWER PORTlON FOR YOUR RECORDS ....
Rifv: ii1ij " iX""AFji "i Oi/:i7i-"NOifici" "OP"i"NHiR"ifAifci"ifAX -AiipRj(isii1iNT~--ALi-oWAifci-bii---"-"-"--------"
DIS~LLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES F FILE NO. 21 97-0706 ACN 101
TAM RETURN WAS I ( I ACCEPTED AS fILED ( X I CHANGED SEE
ESTATI OF TVSON
DATE 06-02-98
ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I.R..I Eot.t. eSoh.dul. Al
Z. Stook. and lond. eSoh.dul. II
S. Clo..I>> Held Stook/P.rtnerlhlp Int.r..t eSoh.dul. CI
4. Hurt...../Not.. R.o.lvobl. ISoh.dul. 01
i. C..h/lank OIPollt""'lc, Perlonal P~op.rty CSchedull E)
.. Jolntl>> Dwn.d Prop.rt>> (Sch.dul. fl
7, Tron.f... (Soh.dul. GI
I. Tot.1 A...t.
NOTE I To inlur. proper
crldit to your ICCOunt_
lub.it the upper portion
of this for.. with your
tlx paYlla"t.
,00
4.262.40
.00
.00
11.160.22
3.773..il.
137.333.13
III
UI
eZl
(31
e41
CSI
"I
HI
156,529.35
APPROVED DEDUCTIONS AND EXEHPTIONSI
.. Funarll E)(pan.../Ad.. COlh/"'.o. hpI"". CSchedull H)
10. Debt./Hort.... Llobllltl../LI.n. eSoh.dul. II
.11. Totti D.duoUonl
IZ. N.t y.lue of T.. R.turn
11. Charitabl./GoyernMental a.qu..t.; Non-elected .115 Tru.t. (Schedule J)
14. Het Yolue of Eotot. Subj.ot to T..
(,.
UDI
7,311.70
.00
(11)
UZ) _
eUI
U41
7 .~11 70
149,217.65
2,073.64
147,144.Ol
If .n ......m.nt WII i..u.d pr.Yiou.1Y, lin.. 14, 15 .nd/or 16, 17 Ind 11 will
r.fl.ct figur.. thlt includ. th. tot.l of ~ r.turn. .......d to d.t..
AISEIIMINT OF TAXI
11. A.ount of Lln. 14 .t Spou..l r.t. 1111
U. A.ount of Lln. 14 t..obl. .t L1n..I/CIo.. A r.t. uu
17. A.ount of Lln. 14 t...bl. .t Coll.t.r.I/CI... I r.t. (171
II. Prlnolp.1 T.. Ou.
TAX CRI!DITSI
PAV"ENT
DATE
03-05-98
NOTE I
141. 736.73 M .00.
5,407.28 M' 06.
,00 M' 15.
UII
.00
324,43
.00
324.43
RECEIPT
HUMIER
AA269822
DI5COUNT f'l
INTEREST/PEN PAID I-I
.00
565.11
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
565,11
240.68CR
,00
240.68CR
M If PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTERnT.
IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU MAV IE DUE
A REfUND, SEE REYERSE SIDE OF TMIS FORM FOR INSTRUCTIONS. I
RESfRVATt~1
_IE OF
NOTlt[1
PAYMENT I
REFUND (eft) I
j:,;~"""'.,....~.....d"".'1"--'- ...
,i"'
.
[.t.t.. of d.c.d.nt. dvlnl an or b.for. Deo.~r It, 1'12 -- If Iny future Inte,..t In the ..tat. I, ~,,".f.rr,d
In pa.....lon or ,nJoy,.nt to CII', I (collateral) beneflcl.rl., of the d,cld.nt If~.r thl IMPlratlon of '"~ ..t.te far
11f. or for v..r., the Co..onw..lth h.r.by .MPr...ly rl.,rv.. the right to apprai.. and...... tran,f.r Inhlrltancl T'MI'
et the lawful Cl... . (collet.ral) r.tl an Iny .uch future Int.r..t,
To fulfill the r.qulr..ent. of S.ctlon 2140 of the inherltlnc. .nd E.teta TeM Act, Act 21 of 19'5, ~12 P,S.
SlOt Ion '1'10),
Detach the top portion of thl. Notlel Ind .Ub,lt with your p.y.ent to the R.tl.t.r of Will. printed On th, rav.r.e .lrlt.
--"_I c:heck or lon.y ordlr Plyablll tOI REGISTER OF NILLS, AGENT
A refund of a tlM credit, which WI' not rlqul.ted an thl T'M .eturn, .IY be requ..tld by coepl.tlne In "Application
for R.fund of Penn.ylv.nll Inh.rltencl end E.tlta T.M" (AEV~l]l!), Application. er. .v.ll~l. et the Office
of thl ..,I.t.r of Will" eny of the 25 ..v.nu. DI.trlot OffiCI., or by ellllng th. .pecl.1 24-hour
,".~rlnt ..r~lcI nUlb~r. for for.. ord.rlngl In Penn.ylvHnII 1.600-362-~OSO. out.ld. Plnn.vlvante ~
within local Herrl.bur. .rla (111) 161-6094, TOOl (111) 112.225Z (H"rlng Ilpalr.d Only),
OlJECT1ONSI Any party In Int.r..t not Iltl.fild with the appr.I.I.tnt, .Ilowanc. or dl..llo~anc' of dlductlon., or ,.....-.nt
of t.M (Including di.oount or Intlrl.t) .. .hown on thl. Notle. lU.t obJ.ct within .IMty ('01 d'y~ of r.c.lpt of
this Notle. bYI
ADIIIH
IIlRAIIYE
COM!CTlOH$1
DISCOUNT I
PENAL TV I
INTEMIT I
uwrltt.n prot..t to thl PA D.part..nt of Rlv.nu., ao.rd of ~pp..h, D.pt, ZII021, Herrhburg, PA 17128-1021, OR
--Illation to h.v. thl ..tter dltlr.inld .t .udlt of the .ecount of thl p.r.onll r.prl.lntatlvl, OR
~".,ptll to thl Orphan.' Court.
fletual .rror. dl.covlr.d on thi, ........nt .hould be tddr....d In wrltln. to: PA n.p.r'.tnt of ..Vlnul,
lur..u of Indlvldu.l TaMI', ATTNI po.t A......ln' ~Ivl." Unit, Dlpt, 210601, Hlrrl.bur" PA 1712'-0'01
Phon. (717) 117."OS, S'I p... 5 of the bookl.t "In.tructlon. for tnherltance TIM .Iturn for, R..ident
Dlcld.nt" (REY~lSOl) for en IMpl.nltlon of adtlnl.trltlvlly corrIe tab II Irrorl,
If '"~ taM due I. plld ~Ithln thr.. ()) cIl.nd.r lonth. Ift.r thl dlc.dent'. dllth, . flv. perc.nt (SX) dllcaunt of
thl taM p'ld I. Illowed.
The ISX ta" ......ty nan-participation pln.lty 11 cOllP\lt.d on the tot.1 of thl taM end Int.rttt ......ed, Ind neat
p.ld beforl Janu.ry II, 1"', the flr.t dlY .ft.r thl .nd ~f the t.M ..n..ty p.rlod. Thl. non"partlclpltlon
panelty I. app.alable In the .... 'annlr end In the thl .... tl.. plrlod .. you wuuld .ppl.1 the t,M .nd l"tlr..t
th.t hll bun .......d tt indlcat.d on th1l notlcl.
1nter..t Is charlld blllnnln. with flr.t d.y of dellnquenc~, or nln. (9) IIOnth. end OMl (l) day fro. thl dlt. of
d'lth, to thld.t. of plyllnt, T'M.. which blea.1 dlllnqu.nt b.for. J.nu.r~ 1. 191Z b.lr Intarl.t It thl rat. of
.IM ('X) p.relnt per Innua c.lcul.t.d .t . d.lly rite of ,000164. All taM" which blc... dlllnqu.nt on and after
Jwnu.ry I, I'IZ .111 b.ar lntlr~.t It I rat. ~hlch will v.ry fru. cII.ndar Y.lr to c.l.ndar vI.r with that r.t.
tnnounc.d by thl PA Olp.rt.lnt of .,vlnul, Th. ftPpllclbl. Int.r..' r.t.. for 1'12 through 19'1 .rll
't!!.t Interet-t R.t. DIlly Interllt Factor l:!!! 1nterllt R.t. !!J.h Int,,"t Flctor
1912 2QX ,OOOS~. 1967 " ,000247
"'5 16X ,000411 1'"-1991 Ill>: ,000501
1"" Ill>: ,000301 1"2 91: ,000247
I'" lU ,OOOU, 19U-I"" 7l>: ,000192
191' lOt: .000?1lt 199'-19" 'X ,000247
~~tnt""t It cllculltad .. follOltlIl
IHTEREIT . IALAHCE OF TAX UHPAID X HUHIER OF DAYI DELIHqUtHT X DAILY IHTEREBTFACTDR
--Any NotlcI i..uM 1ft" the tlM bleo.., ct.UnCllUlnt wUI r.fI.ct an Interllt ealculaUon to fifteen US) d.vI
bllVond thl d.t. of thl .......ent, If pIYllnt it ,'de Iftar thl Int"..t cQllPUhtlort detl .hown on the
NoUe., .dcUtlon.1 Int".., lUst bit CIlculltld.
/~-/rr9~~
IUllUU Of INDIVIDUAL T AMI'
IMHEIITAMtE tAM DIVISION
IIfP'. m"l
HARRJIIURG, PA 1712....01
COMMOMWIALTH UF pann~'~'""."
DIPARTMINT OF RIVINUI
INHERITANCE TAX
STATEMENT OF ACCOUNT
Kv.tm..,,,cu.m
PAVMENTS (TAX CREDITS),
~.
-
EDMUND G MVERS ESQ
301 MARKET ST
PO BOX 109
lEMOVNE PA 17043
DATI. 07-14-1998
ISTATE OF TVSON CHARLES F
DATI. OF DEATH 07-16-1997
FIll NUMBER 21 97-0706
COUNTY CUMBERLAND
ACN 101
r~ A..,..,;tR..~t!.!!i l
MAKI CHICK PAVABLE AND REMIT PAYMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MOTE. To In lure proper oredlt to ~our .ocount, .ubalt the upper portion oi thll iora with ~our t.. pe~aent.
CUT ALONG THIS LINI ~ RETAIN LOllER PORTION FOR YOUR RICORDS .....
iifv:i60".iif.AFji-CGii:97j-._."....ii-iNiiiiiifANCif-i;>)[-STiiiIMifMi.jjF-Ac:couiii--.-...--..-.-.-...-.--....
ISTATE OF TVSON CHARLES F FILE NO. 21 97-0706 ACN 101 DATI. 07-14-1998
THIS STATE"E"T IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BEL~
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAV"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 05-26-1998
PRINCIPAL TAX DUE, 324.43
PAYMENT
DATE
03-05-1998
06-19-1998
RECEIPT
NUMBER
AA269822
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
AMOUNT PAID
565.~1
240.68-
';.7'
',1 ~?
0\
II)
~t[
F?
f(j
() /-')
(l)CC
CC
~
Fli
.00
324.43
TOTAL TAX CRlblT
BALANel OF TAX DUI
INTERIST AND PEN.
TOTAL DUI
.,lj
c; l);
~8
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FDR CALCULATION OF ADDITIOHAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1,
MO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" (CRI,
YOU "AV IE DlIE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I
P~YlE"T I
o.tllOh ttt- top portion of this Motiol n ,ubltlt with !tour paVHnt ..de payabl_ to thtl nHl Ind Iddr...
printed on t~ rev.r.. .a~.
If RESIDENT DECEDENT uk. check or .oneY Of.f pllly.tJl. tOI REGISTER OF WILLS, AGENT.
If NOM-RESIDENT DECEDENT .lIkt oMck or IIOIlIIV orMr payahla tol COHHOIftfEAlTH OF PENNSYLVANIA.
REFUND (CR)l A refund of . tax credit. which ~.. not r.~.t.d on the T.~ Return, .ay bl r.que.tad by c~l.tlnt en
-Applloatlon for R.fund of p~,Ylvenl' Inn.rltenca and Eatat. T.~" (REV-ISiS), Applloatlons '1" Dvall.ola at
the OfficI of t~ A-al,tar of NIII., BOY of the 23 R.v.~ 013trlot Offlc.. or froa the Dopart.-nt'. 2~~hoUr
~.w.rlno ..rvlce ~r. for for" orderlngl In Pennsylvania 1-800-362-2050, out.ida Penn.ylv~l.
Ind wlthlnlcell Harrl.bUrg '1'" (711) 1a1~e094. TOOl (711) 772-2252 (IMlrlng l~.lred only),
REPLV TOI
gu.,tlon' r.gardlng '1'1'01" contained on thl. notle. should be addre.sed tal PA Depart..nt of Revenue, Bur.au
of Individual lax.., ATTH: po.t A.......nt Revl.w Unit, Dept. 2&0601, Harrl.burg, PA 11128"0601, phone
(711) 187-6505.
DISCOUHT I
If any tax due I. paid Hlthln thr.. tS) calendar .onth. a~t.r the decedent'. death, . flva percent (5X) dlloount
of the ta~ paid il allow.d.
PENALTV:
The 15~ t.~ .-nalty non-participation penalty I. c~ut.d on the total of the te~ and Int.r..t .....ced, ~ not
p.ld before January 18, 1996, the flr.t day aft.r the .nd of the tax .-na.ty pgrlod.
INTEREST I
Inter..t 11 oharged beginning wlth Ht.t dny of d.Unqultney, or nln. (lH aonth. .mI one tl) day frOll the date of
death, to the dat* of paYRent. tax.. which bae..~ dellnquant b.fore Jenuary 1, 1962 bear Intera.t at the r.t. of
.ix (6X) peroent p.t annue calou1atad .t _ dally r.te of ,000164. All taxa. whleh bee... delinquent onlnd aft.r
J~rY 1, 1982 will baar Inter.st at . rata which will vary frOll eeland_rye.r to oal~ar y..r with that rat.
MV\OUflCIed by thlt PA Depart..ent of RevenlI" , TM IIPPl1~..l. Intar..t rat.. 'or 1982 through 1998 .rel
V..r Internt R.te Dally Intar..t Factor V..r Inter..t Rata Dally Intor..t f.ctor
1982 ZO~ ,000548 1981 ., .000247
1965 16X .000458 1988-1991 It:-: .oonrll
I'" llX .000501 1992 'IX .0002:47
1915 l'5X .001t!o56 1995-1994 n .000192
1'06 lOX . Do027tt 1995-1996 1Ji: .ODOZ~7
--lnt.r..t II caloulated .. follows:
INTEREST . BALANCE OF TAX UNP~ID X NUNBER OF DAYS DELINqUENT X D~ILY INTEREST F~CTDR
~-Any MoUea InuM aHar tha t.x baCGHI d.lIn~t wUl reflect .11 Intare.t calevlaUon to UftMn US) "VI
baYond the data of th_ ........nt. If pay..nt It elide .ft.r ~he Int.re.t oowut.Uon eMt. .hoM'! on the
MoUce, add I Uon.l tnt.r..t tw.t be o.loulat.d,
~. ......
, ~- ,
t8 !€ct ,
'0 ~ t"l
J!! ) :<i
m;:; ':i
o ~""
:) 0 -, J
I -
';--il." ~ ;'1,
~., .[:':1 ;11
~~) .~~.
~ ~.
"',
;-;
,I,'