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Home My WebLink About97-00737 Estate of MARION D. HOLMES also known as PETITION FOR PROBATE and GRANT OF LETTERS No. ~ I - G 1- '131 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Deceased 174-05-3584 Social Security No. The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older and the Executrix named in the last will of the above decedent, dated October 20,1989 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1000 West South Street, Borough of Carlisle Decedent, then 87 years of age, died August 19, 1997, at 1000 West South Street, Carlisle, PA. Except as follows, decedent did not marry, was not divoreed and did not have a ehild 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: None $ unestimated $ $ $ WHEREFORE, petitioner respectfully requests the probate of the last will andldicil(S) presented herewith and the grant of letters testamentary thereon. : !irk t/1 ii ll- { C, ^-,,-l~L l I ' Mar.gar~0nn Kerr 133 East Penn Street Carlisle, P A 17013 (717) 249-2330 --------------------------------------------------------------------- --------------------------------------------------------------------- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner arid that as person. a I~r presentative of the above decedent, petitioner will well and truly administer the estate according toJ, .. ../ ". i' / SW~ ill" .m~,d "d "b"rib,d . . It! j" ui f-1/lI'- ~4:&v. before ~e this~"""'- ,day ~f Mar .~J):t n Kerr/' .~t2JJlA~' lu.< I , 19 9 7. , --./' 'mn "(j t7 . ;.fril olb 1;/ (i [I ')f(;,~, /;, -;'" )..b 1'/ ;f;i-- ' Register 0 ~ "01.6 I~~ .,J. No. 21-97-0737 Estate of MARION D. HOLMES, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, SEPTEMBER 5 ,1911-. in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated October 20, 1989. described therein be admitted to probate and filed of record as the last will of Marion D.llolmes and Letters Testamentary are hereby granted to Margaret Ann Kerr. Will Book # Page (l , J ,,-ti'l . ,u ') ,d, 'e ,('.CI, Register of Wills FEES Probate, Letters, Etc. Short Certifieates(5 ) ~loo EXTRA PAGES JCP TOTAL William F. Martson (06291) ATJ'ORNEY (Sup, Ct. I.D, No,) MARTSON, DEARDORFF, WILLIAMS & 011'0 10 East High Street Carlisle, P A 17013 (717) 243-3341 $ 80.00 $ 15.00 $ 6.00 $ 5.00 $ 106.00 Filed SEPTEMBER 5. 1997 2~~ :~;l Ii', -.;:-J CALLED ATTORNEY SEPTEMBER 8. 1997 f;IfILES\DAT AFll.E\ESTA TES\S93).PETL TR Thi.. j,., III ll'rUly Ih.1I rill' 1l1l0rlll,illtlll hl'rt' gl\l'1I I., lll"t'LlI~ I.lIlal Hl'gl\lr.lr. Tht' origlll.d L,'lldil,ltl' \\111 hl' /OI\\,lldl'd III 21-97-737 'Hpivd Iruln .111 1111glll,1! ll'r1illl.lIl' of <ll'.lIh duly illnl widl fhe \1.lll' \'II.t! Hl'\ Old., ( )l!i(c: l~lr flt'rIll,1l1l'lll tilillg. WARNING: It Is Illegal 10 dupllcBle this copy by photostat or photograph. h'l' lor !Ill.. u'llilil,IIC, S.~.Il() 4430259 1':n. HIOSU~F'I... 1191 10 COMMONWEALTH OF PENNSVLVANIA . DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (Coroner) lIPRlln ~ WAIi!HT ICICIIiIC T .... Q illeS SEll' Male .. UIOlOERI O,(f Ii..." ""....... OATEO~ a,RTIi Iifj'(t h ~t'1'9 0 ~~~\."':;I ::~~:OEA1'IiICI\o<:''''''''''''_ _.....tue_'''''...''MlI OTlitR PA I~~tll'", KJ tlWul:>ol_1 0 =t~ 0 T. II. <AC'lIfYIlA"'EI""OI"'''''~M/l.II'''''''''''.''''''''''''l'''l =",,10 k Derry 'lWp. II llb ot:CEl!OtJ'OlAW'tf2A!fulJ'ehc's'UiW.g Cootl Carlisle, PA 17013 OECEO(m-s ACT\)Al RESIOENCE 1s..",,"UC1_ """".....,.1 11a.SlIl' " '0 ~.ll...'"h.;'lS.L~........--:.D~ loe,d Ih'giqr,lr '\ - \ AUG. 2 I 1997 /),I(l' ...uE'UI<\JU!(~ SOCIAL 9J:q.r4rTV HU"''O!5 3584 . OAfEOf'oeA1'Hl'J~.O"'._l . August 19, 1997 '-" lUCII!>.J UAIU1'AL5IAfVS....llrltd tlw=~' ... SURVWllOClSPOUSt 11'''''._'''.'''''''".....1 .. 17~.O'l'tI.~"I_"' Cumberland "" -"' not... X _1II'1l' 11<1.18::=01 l.lOTHEIU.~'nr~U1strSCe1f'al t Carlisle Irtl,c......l .~",...~ ... ",,'OR .... .ree: I" . 1.S e, PA 013 11~. PI.AC(O'OI$POSiTiOIOl.H.....OIC._..~C,./l\.IO<y "'OI"~e~tminster :emetery "'AUEA'11CJl'lft~fifH.'fi1Ll'RAnovo.r Street, Carlisle, PA 17013 OAlcorltl.lUII, TrI,lEOF Itl.lURY I...,...h Oaf lWI.) approx. o Aug. 10, 97 1:00 p.m. 00. ..... o PlACEO~IIOlJUR'.Al_..I../l\.,"..I,I.eIOty,omc. ~~d Herre J~ SlmlArUREAHOTlnEO~ o JIb I.ICCtlS(I-lU...s ~ o ll~. Jld, Au st 20, "AUEANOAOOl1ESSOI'I'(RSO~WIlOCO...I>LElfOCAUSEO~O[ATH IIl....,n)TYP'lgIP..n1 I1Q Graham S. Hetrick, Coroner u1205 S. 28th St. Harrisbur 22, 1997 L OATEPRO"'OUtlCEOOEAOI"'O"'/lo.f,_'1 t.. 3:00 a.m. ... u. August 19, 1997 J1.I'lRTI: E.....'". "'......,..""..tOleo/l\pl'elllO/l. ""'oc.hc....tdC".Ol'llh OOIlCll."'"',ht""""'OI<1y"'ll.I....:h..e.''''"e~''nlMl.I''''"''..l.Ih<<.'''"..''f......1 LlOloMyO<'\.elu..O.....~hl,". Closed head in'ur OIJETO(OR15ACClNSEOUE"CEOF) Accidental fall OIJETOlon_SACQl-lSEQtJ[IICf.Of1 OUE TO(Ol'lASACO/'!SfOU[NCE Ofl . WEllE AUTQPsyr''''O'NGS All\ILA8I.E PRIOR TO CO"'PLET~NorCAUSE OI'OUTIi' "'A.NHERor DEATIi o 29 o NflU'" 1i0"''''i<l. ~. 0 .lee""", P.<\ll.r>gI....."'OI1l0... ,100 Su",... " C"'''''''''l>otO.I.'''''''.O tit. lib. C!RTI1IIRf(;h""O/'IIf""ol .CIRTIfYlHO..HTSICIlHll>r1\'IC......(.."l""9t""...."o...'""""""""""" l"'I"'C'."h...p".....""..1rIUIto'''<lCOO"r'''''''ltl,,"l.ll To II\t IlIII 01 my kno-'I<IO', Olll~ occu..td OU"O II.. uutt{tja"" m.~....t.. 1111tO. '''"0NOU~'HO AHO CE"""INO PIiVSlCIAN II,.,,,,,,"," I"" p"",uo:.og ~...,... _"'1 C""'r""I ","',"'" 01 '1~/l~'1 To I'" "'" 0' m~ kllO...I'OOt, "lIlh ""c"",", .1 1~lllm., lilli, ."" pile..."" ou. 10 Iht e'''''(lI.'''' mln..., 111111.0 'UEDICAlU.l.UIIiERICOJIONlA On th. l:Iul. of IIlmln"Uon .ndlo, InvlIlIll"Uon, In my o~lnlo", d"l~ O<:CUI..o 111~. 11m.. d.,., .nd ~lle., """ "". 10 Ih. etunll) Ind "..nn"....IIt<!........,. ....,.............., Jlt. RE~:;~An'5 SIGllATUnE AI-lO l-lu....nEfI,~. , '~ '.- 1..4 I ,.J.. 1101 LOCAT~'i~~'T'ai:~.,Z'll~ 17013 " LlCENSENUUSER OATESIONEO ("'''''''',000~,_1 Ub. !~. I*IASCASEREFERREOTOIol[OiCAI.EXA...'tlER/COROtlEII1 I't.Kl ~O .. l"PPo..".I. .........t1l>f'-n 1_11""C1111~ PA~T~; OInt<,ognol\Cjl"'__CCI<II'IbulIngI.dllln.!)oJf 1IOl..""'WIQ..II'It_rlylnQeo..... 0"""" PA.qT I Parkinson's Disease OESCR'SEHQI,'INJUflYOCCURRfO fell in horre 997 OAI~rll[OI"'''''''' 0., ....1" PA 17111 " ("--t"3 I'\q'l .AI lilt' a~ ~ ...' .. - , .. ~. it' , If '{:i' , LAST WILL AND TESTAMENT I, MARION D. HOLMES, of the Borough of Carlisle, Cumberland County, pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last will and Testament, hereby revoking any and all former wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I give, devise and bequeath all of my estate, both real and personal daughter, MARGARET ANN KERR, unto property, my absolutely, and I hereby appoint the said MARGARET ANN KERR as Executrix of my estate. 3. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature: lease, pledge, to sell, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable: to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or PaCfe One I.,\\\' OFFICES - ~L\IlTSo:\. IIEAHlHlHFF. \\'IJ.I.Ir\\fS .\l. ClTTIl /. COMMONWEALTH O~ PENNSYLVANIA SS. COUNTY O~ CUMBERLAND I, Mar ion D. Holmes, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed~ ~~ d /1tt4d1/./'/ M ion D. Holmes Sworn or affirmed to and acknowledged before me by Marion D. Holmes, the Testator, this J>.t.-!I.day of 0('4 ,,/J " , ,1989. N{:-:':(Y((P~bii~ 'yY~I//' " -' COMMONWEALTH O~ PENNSYLVANIA ) ) HclUIU $0.11 Conine L. My"s, Notary P.illlic C..1ilI1e Bero. Cumberlmd County MV Commission Expi,.. May 'D. 11191 SS. COUNTY O~ CUMBERLAND We, LJ,lI,:"',,, r. rYl"c-l"o'" ("eL .:S,t..,.j, 11). b,.t'.1"" the witnesses whose names are signed to the atta~hed or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind nd under no constraint or undue influence. ~ 10- Address ,[ L..../, '777 Address /t?::::-:-:- ,~.-C~_. \..,.. a~~~i~~r~E( ~ Sworn or affirmed to and subscribed before me this ~O~~day of Ociche.' ,1989. /j . /-j/;/7 { '-(C-rL,J:_, .-Jf-/, , (-. r rA!,,..,. A, Nota ...\-0-- .- N...rNi.~;;(JaI . CO<lino L. My.... Notary p.iIllic CorIiele Bero, Cumbeflm County. '. MV Commissicn Expiroo Mav 'Z1.. 11191 I.AW OFFICES-U..\HTSlI:\. IIEAH()llltFF, \\'11.1.1,\\IS.\ lrl'Tll (. &G~ I.) ~,", fl. I c_ L'i r.... ~.~ \ ._, -' r"'''' ~'-' ~ ~ 'l:lz ~ $ 0 0 '" d ~ ~ < tIl Ol- J\ ~ f/J ~ ~ ~~ H Ol ll: f/J ~ 0 Q tl~ ~ tI: li: m ~ .. ~ . 0 z ~ z ~ tt 0 j Of/JOl ~ ~ iii~p.. m z f/J . ~ 0 Olz~ H ~Olffl ~ ll:~- ~q ~ t6 . . . . 21-97-737 " J - .. P:\FII.I:S\DATAHLH\liST A Tll.'i\NOTICI! CEK r CERTIFICATION OF NOTICE UNDER RULE 5,6(a) Name of Decedent: MARION D, HOLMES Date of Death: August 19, 1997 FileNo. 21-97-737 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following on or about September 12, 1997: Margaret Ann Kerr, 133 East Penn Street, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: September 12, 1997 Signature Name Wk '1f!1a ~ _______________J_~~------------- William F. Martson MARTS ON, DEARDORFF, WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Attorneys for Personal Representative -.:.') - .' N il_ L;J :--,\ ~:J ("- ~-...J REV',l5/JOEX+(7.94) *' /5 ~';;'tJf...!J- INHERfTANCETAXRETlJRN . for dales of dealh alter 12131/91 check herella "' . RESIDENT DECEDENT spousal poverty credllls claimed ___, t' . ao FILE NUMBER V / .1 COMMONWEAlTHOFPENNSVlVANIA i (TO BE RLEDINDUPUCAlE 2\ 97 \'1' Q V' DEPARTMENT OF REVENUE ' HAARIS~~~~, ~~i12e-oOOl . \MTH REGISTER OF WILLS) COUNTY CODE YEAR ,DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) . DECEDENT'S COMPLETE ADDRESS : HOLMES, MARION D, 1000 Wesl South Slreet iSOClAlSECURITV NUMDER ,DATE OF DEATH 'DATE OF BIRTH Carlisle, I'A 17013 I .. . 174-05-3584 I . 08/19/97 12/23/09 COUNTY Cumberland I III AppIlCib1fl1 SUr.1V1r)g'Spoon', Name (lIsl. Flrll And Mlddlfllnllllll : SOCiAL SECURITY NUMBER I AMOUNT REceIVED (SEE INSTRUCTIONS) I, . l!! 'l ii: 1. Original Return 2. Supplemental Return ~~812 II ;] 4. Limited Estate I' 4a. Future Interest Compromise ': 5, :J:~~ (for dates of dealh aller 12-12-82) , olt'" I ~ 6. Decedent Died Testate Ii 7. Decedent Maintained a Living Trust 0 8, Total Number of Safe Deposit Boxes < I"" (Attach copy of Will) (Attach copy of Trust) ----II ~_~L.~O~~_E~I'OfjOENCEAND CONFIDENTIAL TAX INFORM~TION SHOULD BE DIRECTED TO: ch ~ NAME : COMPLETE MAILING ADDRESS ~l!l i WILLIAM F. MARTSON, ESQUIRE MARTSON, DEARDORFF, WILLIAMS & OTTO ~2 iTELEPfiotiENUMBER--- ..... -- . 10 East High Street _____117_12-J~?-3341..--- . Carlisle, I'A 17013 --.---t--1-~ReaIE-siaie(Schedl;ieAi- (1) -- 2. Stocks and Bonds (Schedule B) (2) '148,054,04 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) (4) 5. CashhBank Deposits & Miscellaneous Personal Property (5) -- -----r8,493.03 (Sc edule E) --.------ 6, Jolnlly Owned Property (Schedule F) (6) 7, Transfers (Schedule G) (Schedule L) (7)- 8, Total Gross Assets (total Lines 1-7) 9. Funeral Exp.enses, Administrative Costs, Miscellaneous Expenses (Schedule H) 10. Debts, Mortgage liabilities, Liens (Schodule I) 11. Total Deductions (total Lines9& 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Government Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) ----t15. Spousal Transfers (for dates of death after 6-30:94)" [ (Include values from Schedule K or Schedule M) I 16. Amount of Line 14 taxable at 6% rate i (Include values from Schedule K or Schedule M) [17. Amount of Line 14 taxable at 15% rate . (Include values from Schedule K or Schedule M) 18. Principal tax due (Add tax from Lines 15, 16, and 17) 19. Credits Spousal Poverty Credits Prior Payments Discount Interest + + 792.85 (19) -.--..-.....---- _._--~-- ~-~_..-~~._.- 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT (20) A. 0 Check here If you ara requesting a refund of your overpayment. 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This Is the TAX DUE. A. Enter the interest on the balance due on line 21A, B, Enter the total of Line 21 and 21A on Line 21B, This is the BALANCE DUE. Make Check Payable to: Register of Wills, Agent _ ___.___.~_n.._.___..~_._.______ -- -----.-~--_..-~--- ....------.----..- -- .----.----.--~-----..._- . . -' .- .----- -----;;-EiESORErT(nS;NSWER-ALCQUESTIONS-O~fREVERSE-SnjEANDTORECHECln"ATH-';- (i,le,- n;:'illes Orpe~ury, Icl"Ciare thati have exanilnedlhlsretum.lnClu-diniiaccompanyinii sciiecluie,;and slaleme;;iS~an;itoii;ebesiof my knowledgeand lief t Is true. correct and com lete, I dedaco toat all real estale has been reported at true market value, Declaration 01 preparer other than the personal ~r tau~~~~:oas:~~ E o:~~,,:I~n 0 _ \~~.. t~~:s -".~y kn()l'Ii-"-dQ~_ ------ ----- --------- -- - -- "'fEU ..... ..... - SiG .iliJ"' RE"" ER .. - - tC. ~RESENTA iVE___foDREs~~3!-"s~~e~~~~-eet'-~lll"~~~e-!J\-17~-~3----_----11{',,<f-1/J-7 ..... . __~_____IO_~ast_~i~S~:et~a-rli~"-,P-...~:~~~----. ______11 /ID /_ct_7 I o z o ~ E ~ a: z o 1= ;5 ::> !l; o o S 737 NUMBER 3. Remainder Return (for dates of death prior to 12-13.82 Federal Estate Tax Return Required 30,020,68 "---77;4-56:18 (8) 274,023,93 (9) (10) 9,741.00 9,741.00 264,282,93 (11) (12) (13) (14f---- 264,282.')3 -,---,--~-"-'--"~'-"--'--~"-- (15) (16) x .00 = 264,282.93 x .06 = 15,856,98 (17) x .15 = (18) 15,856.98 792.85 (21) 15,064.13 (21A)---------- _w_ (21B).-~------- Sf 5;064.13 . ~g1;~~}E~~7,. ~::~"'"~r-'''''''A*''''' " j. ':::~'~'"t(~i;lf;.l':;;"~';':-~:'K~;~:(~~I.;!,,~,;,:;,'ij..,;;~J.:c;":'~;iJt' 'I~",f,';;'-;~,-"~~i'~~;;"~il".c :.:-.' Cl l':'" - -' j' '\ , ~ -.,-, PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN (X) IN THE APPROPRIATE BLOCKS. 1. Old the decedent make a transfer ~nd: a. retain the use or Income of the property transferred. x X X X ............................................ b. retain the right to designate who shall use the property transferred or Its Income, c. retain a reversionary Interest; or .................................................................... d. receive the promise for life of either payments, benefits or care? 2. If death 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, 19B2, did decedent transfer property within one year of death without receiving adequate consideration? X ..................................................... 3. Old decedent own an 'In trust' bank account at his or her death? X ................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE GAND FILE IT AS PART OF THE RETURN. . .._.-~....... -..,...-.,"--- *' Schedule B Stocks and Bonds COMMONWEALTH OF PENNSY1.VANlA INHERITANCE TAX RETURN RESIDENT DECEOCNT ..O__..u.u_O._____.__o_._ 0 _~_ ESTATE OF HOLMES, MARION D. FILE NUMBER 737 Estate 97 TAirp-rOpertYlofriify:Owri_e~ wli~~~~~_~~(~~rvl~Or:S~I~iiiusib_edlsc:~~ii~~n:~Chlld~le F.) _ . ..._... _ ITEM VALUE AT DATE NUMBER DESCRIPTION , OF DEATH i rsnares;comrnon, Fflil"A"N"CTALTRtlBTCCfRP:\iiOWR:EYSTONE.FI'l'lANClAI.)"@-T-....._.......1rS;UJB4 r~m I ..........:z:..........iTOtJ'sli.iii'es;.2":8'O.pfeferrca;.i\'lLi\NTIC.RTCRFrELu.m:.@.3.S0...........................................,......,....(...................:l's;'Olm:no .....................~.:~............J:~?,.~~.~~.~.~.;....~.?~.?.~:~~~~.~?~~.~!!.!.~~~,..~?::.~:?~:.?.?.~,?.~.:....:............:'.'.......:'..,..:.,..:',:.,~:...,...,.......,~:.,...,'.:'..,:.,:....:.,'.t...'..........,'..,..:'.....:..:.,'.~.~;.~:.~':.~.~. Schedule B TOTAL $148,054.04 " , I t , '\,,/" *' Schedule H FuneraJ Expenses, Admlnlstratlw Costs and Miscellaneous Expenses COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ._---,._._~-~_._-----"._-. ."-'--- ---- . ---.------..--..,---~___ "~_"_ __ ". "'n _" _ ____ .__ ESTATE OF HOLMES, MARION D. u____...__.... . ITEM NUMBER A. ......r:....~ ::~~~:i~~;t::.r~~:;orne:':~:~I~sle;..;~~..:......................,.....".:......,::..:.:...................:.........................:..:,:....+,................7:;17O:~O. , ............."...................................................................................................................................,....................................................,........("..'.............................. I , ................................................................................................................................................................................................................j.................................... 1 , I .....................................................,.......................,....................................................................................,..........................,..................1.................................... i FILE NUMBER : 737 Estate 97 DESCRIPTION AMOUNT I .........................................................................,........................................................................................................................................................................... ..................................."...................................................................,............................"..............................................".."....,......,.........1.........."...."...."............ I I ................................".......................................,..,.....,...,...........,................"...."........,..."...........,.....................,..,.........."...~::::~::=~:c::==:=:::'...:....:___.__u_ B. Administrative Costs ! 1. Personal Representative Commissions none Social Security Number of Personal Representative: Year Commissions paid 2. Attomey Fees Martson, Deardorff, Williams & Otto 2,000.00 3, Family Exemption Claimant Address of Claimant at decedent's death Street Address City State ZIP Code 1 I 106,00 --L_~_______ Relationship none 4. I Probate Fees C. Mlscllllaneous Expenses: ......r:.....iR:egrsier.ofWills:..mriig.!Cii................,...,............................,......."".",...".............,..............,.....".............",.."...........T"."....."..".."....T5:'Ol)" ...'.2:.....tR:eservea..for.iiUsceIliii'ieoiis.cxp'..eiises..iiii..rrees....................................".......,..........................,......"...".."...........1........."...",.."T5U:O"O ' , ....................................................................................................................................................................................................................................................... - ------_._.,-_.._~------------,. Schedule H TOTAL 9,741.00 .- ... ..- ...~. . LAST WILL AND TESTAMENT I, MARION D. HOLMES, of the BOrough of Carlisle/ Cumberland county, pennsylvania, being of sound and disposing mind and memory, do hereby make, pu!:llish and declare this to be my Last will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. 2. I give, devise and bequeath all of my estate, both real and personal property, unto my daughter, MARGARET ANN KERR, absolutely, and I hereby appoint the said MARGARET ANN KERR as " ; xecutrix of my es'tate. 3. I authorize and empower my personal representative, in her sole and. absolute discretion, to purchase or otherwise acquire and retain any investments of which I ale seized or any real or personal property of any nature: to sell, lease, pledge, mortgage, transfer, exchange," dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable: to borrow money for any purposes connected with the protection and preservation of my estate: to mortgage or pledge any real or paqe One I.A\\' lIrFICEl'i _ ~1."IITl'ill:\. IJEAIUllIltrF. \\'II,I.IA~IS & CITro personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate: to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share: and to execute and deliver such instruments as may be necessary to carry out any of these powers. 4. I direct that my Executrix shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand 1{d seal .. ,........., ~) this aoi/\ day of {)c..i<'/;,,: ,- SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as wi tnesses thereto, in the presence f id Tes a nd of each other. /'71 0u:_.,s"'~ / (/ Page Two 1..0\\\' (IFn<:E~-MAIlT~H':\. UEAIUHIU..'r. U'tl.l.IA\IS & ernll COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Marion D. Holmes, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified accordtng to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed~ ~. -,:j'l~~~1 / k~ - ~ M iO~ D. Hol .' Sworn or affirmed to and acknowledged before me by Marion D. Holmes, the Testator, this .iUd/-day of {)(;(.,b(( , 1989. (i,,(:-Ai~C( i.'".. I ,..,,/ Notary Public COMMONWEALTH OF PENNSYLVANIA SS. 'n'1.ct'/\ " Uc:uiu Soal Cooino L. My.,., Not"., P.ll>lic CIIIioIe Ilo<o, Cun1bBll101d County "'y Commission eKpirtlO "'8'( Xl. 1Q91 -' COUNTY OF CUMBERLAND We, /J,)),:"'" r. n')",r-l:;''''h ",,[ '::;(.N.I, 11), G-,-,,~,," > the witnesses whose names are signed to the atta~hed or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind nd under no constraint or undue influence. , ~~ I (~ E. 1-1 ,.,., j, 5..., . J P ('Ar/,' ~ J~ fJ 17..\13 ((, l. ..... /. /1? ~f;-t...€.~A:.' I Address /f':' .,-::- x:.....<-<- ,:</,.--1' ./'. c.,'a.tr(..t'-<(1t. <t:.:-(,~ ..'.'~. ,/ 70' '::1', ., Sworn or affirmed to and subscribed before me this ~o-i"/~day of O~-{c/;e,' , 1989. /j . T -j"V/ (A(.......~/r.'A!JJ !-. -Al-'/t ,1 Nota !'l-" III ~ N:,IN,;'I ~I . Co<rino L. My.r., NoIlrf P.oblic Cortislo Bo<o, CUmboflm<tCounty, '. ...y eomm~,~n eKpiroo ....y 27. 1Q91 . tAW onoICES-MAUl':O;fl:'\. UEAIUHtlH-'F. \\'JI.I.IA'lS & 41'nel lr~ral September 25, 1997 Mortson, Deardorff, Williams & Otto A Professional Corporation Attorneys and Counsellors At Law Ten East High Street Carlisle, Pa 17013 Attn: Corrine L Myers Re: Estate of Marion D Holmes Dear Mr Myers, In reference to your letter dated September 4, 1997 regarding accounts held in the name of "Marion D Holmes" the following account {s} are held at York Federal Savings and Loan. ACCOUNT NUMBER HOW TITLED DATE OPENED DaD BALANCE ACCRUED INTEREST ------------------------------------------------------------------------------------------------------------ " E' 1: ~ ~ 100-209975 Marion D Holmes 01/13/92 $15,000.00 $38.11 ' 100-210003 Marion D Holmes 02/26/92 $20,000.00 $29.49 'F",:r:~ I Margaret Ann Kerr If you have any questions concerning this information, I may be reached between the hours of8:30 A.M. and 4:00 P.M. Sincerely, /--_......,....~..- , k~ .,&--~ Robyn Boose Deposit Servicing 101 S, George Sf. York, PA 17401 717'846'8777 108000222' YFED I ,....- .._'....,_._...._~._--- ..----....--..-.........~ .... __'._e_... "_'0 '........... ~lAMAR P.O, BOX 2D217 SHAWNEE MISSION, KS 8e201.8217 FINANCIAL SERVICES Conine L Myers c/o Mattson, Deardorff, Williams & Otto Ten East High Street Carlisie, Pennsylvania 17013 September 9. 1997 RE: #10118644 - Marion D HoImes Tr for Margaret Ann Kerr Dear Mrs. Myers: This is in response to your recent letter requesting value infonnation on the above referenced account. On the date of death, August 19, 1997, there were 5163.255 shares of United Bond Fund at $6.20 each, totalling $32,012.18. This value may fluctuate daily with the market. In order to transfer this account to a new registration or redeem the shares in full, we will need signed instructions from the beneficiary, Margaret Ann Kerr. We will keep the Death Certificate on file as it is also needed to complete any transaction. We appreciate the opportunity to be of service. Please let us know if there is anything further we can provide concerning the account. Sincerely, ~~ Linaa Burdick Customer Service Division Waddell & Reed Services Company , " L.." -.1 _ I .:sc. H . ~,_L ""'---h,\ :t\FILlS\DATA'ILI\DEEOS\S9H-S ,O~ C E -: f\ j ;;. ~: ~ G~.:' H P.:COi1D~R OF C:~DS ;I':MS[RL,\~~C GCUfiiY - P.~ Parcel#05-20-1796-133 '96 NOiJ 1 ~ ArllO 11 THIS DEED MADE THE //thdayof Mol(. in the year of our Lord one-thousand nine hundred ninety-six (1996). BETWEEN MARION D. HOLMES, by his Attorney-in-Fact. Margaret Ann Kerr, and MARGARET ANN KERR, both of the Borough of Carlisle, Cumberland County, Pennsylvania, hereinafter referred to as: Grantors, and JEFFREY J. SEIBERT and ELIZABETH A. SEIBERT, husband and wife, of the Borough of Carlisle, Cumberland County, Pennsylvania, hereinafter referred to as: Grantees, WITNESSETH, that in consideration of ONE AND XXlIOO ($1.00) Dollar in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, their heirs and assigns: ALL that certain house and lot of ground situate in the Fourth Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at a point on East Park Avenue, said point being 3 feet North of the line between Lots Nos. 27 and 26 on hereinafter mentioned plan of lots: thence eastwardly in a line parallel with line between Lots Nos. 27 and 26 and 3 feet northwardly therefrom, a distance of 110 feet to a 16 foot alley; thence along said 16 foot alley 100 feet to a point on said alley, which said point is 3 feet north of the line between Lots Nos. 23 and 22 on said plan; thence westwardly on a line parallel with line between Lots Nos. 23 and 22 and 3 feet northwardly therefrom, a distance of 110 feet to the aforesaid E. Park A venue; thence southwardly along E. Park Avenue 100 feet to a point, the place of Beginning. HAVING a frontage oflOO feet on East Park Avenue (Street) and extending 110 feet in depth and being the northern 22 feet of Lot No. 26, all of Lots Nos. 25,24 and 23 and the southern 3 feet of Lot No. 22 as the same appears in a certain plan of lots of John Lindner as the same appears in the Office of the Recorder of Deeds in and for Cumberland County in Plan Book 2. Page 45. HAVING thereon erected a dwelling house known as 137 East Park Street, Carlisle, Pennsylvania. I. ;,/. <;Ct-f. G, :I:-k/....' :l. BEING the same premises which Marion D. Holmes, by Deed dated October 20, 1989 and recorded October 20, 1989, in the Office of the Recorder ofDeeds, in and for Cumberland County, in Deed Book "F", Volume 34, Page 871, granted and conveyed Wlto Marion D. Holmes and Margaret Ann Kerr, Grantors herein. The said Marion D. Holmes having appointed the said Margaret AM Kerr as his attorney-in- fact by Power of Attorney as recorded in the Office aforesaid in Miscellaneous Book ~, Page.3.3Q. SIGNED, SEALED AND DELIVERED IN THE PRESENCE OF __.,-';-~ .... /'" '-?r--,-. ~'~'..,-,.. .....- SAID premises are conveyed together with a certain sewer line easement in favor of the owner of the premises herein, their heirs and assigns, as the same extends eastwardly from the eastern line of the premises herein to Cedar Street and across the premises previously conveyed by Marion D. Holmes to George L. Ebener and Gladys I. Ebener, his wife, by Deed dated October 30, 1986, said sewer line easement to exist as the same is presently located approximately three feet north of the southern line of the premises conveyed to Ebeners, and shall include the right of entry for repair of same. Tbis is a conveyance from grandfather and mother to granddaughter/daughter and her husband, and is therefore exempt from Realty Transfer Tax. AND the said Grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WI1NESS WHEREOF, said Grantors have hereWlto set their hands and seals the day and year first above written. ~ ----<,:...~..~' --,--- ; ~'-y---. .....-."......,......,-,-.",.;." . ....'\ b..; DATE ASSESSMENT BILL NO. 2433 . TAX YEAR 1996 REAL ESTATE TAX NOTICE CARLISLE BOROUGH IIWCI cacIlI PAY...... 10. DARLENE L. MOYER, C/O CTCB 19 S HANOVER ST SUITE 102 PO BOX 128 CARLISLE PA 17013-0128 ** COUNTY 01, 1996 7,200 _ FRIDAY, 8AM - 4PM (717l 243-3725 ** MARCH I MONDAY B PHONE: '" M ... M ... M ... II .., II DURING THIS '0100 261.07 266.40 293.04 DISCOUNT FACE PENALTV 137 E PARK MAR. - APR MAY - JUNE AFTER JUNE STREET 433.94 442.80 487.08, 162.29 10.58 165.60 10.80 182.16 11.88 ACCT NO 05-20-1796-133 HOLMES, MARION D. & 137 E. PARK STREET CARLISLE, PA 17013 MARGARET A LOT IIOUSE PAID 12/10/96 98/000~ ~87 .08 CH 02~3~ IF TAXES ARE THIS BILL TO --_.._.._-~-~ IN ESCROW, R YOUR MORTGAGE COMPANY ON 1/15/97 UNPAID TAXES WILL BE TURNEI OVER TO CUMBo CO. TAX CLAIM BUREAU. $1.00 FEE FOR ADD'L RECEIPTS REQUESTED r ,~" :(, ~f \ ".' 0' ,~-, .1 ~ ,,~. i.~------:-;-:-;';"7----:--"----' _.__________._____'__ __.___n_______._._____._______________..___._ ,,,t( i t 2 Gf~ BILL NUMBER: ASSESSMENT: DATE: AllI". TAX YEAR' 1<;<'6-"'1 .. S( l1~rl IJ. ft L H f 5 T ~ 'I. 1 Ail" I~ 1I f ~ (Ar.ll ~l.f HI ~ 'i(lICCl ~:I ~1~ 1(, I MAKE CHECKS PAVABLETO: I. 1<'~, i, GAl!U:tH: L. ~:i';..:, (Ie i (Tf" \. l'i ~ t<^l<CV1Hir.. "lJlh ie; i pr, UP lle' \. (A"Ll~U:. Pi>" lICIJ-<:I2~ HOURS' ~fl\eA'-f< r;:Al !J#' - l.r.. PHONE' 1'1~""f 11-1-}~1-112'" .' " .' M "loP M DURING THIS PERIOD PAY THIS AMOUNT OIS(ljlHd ~U(; t ~Hl 1.CIO....Z fact: :](, f. IIE'tI t.C:H.C" P,~Jl'l "'Il 12/JI t.IJ~.t~ If L"PAlC eY 4/01/~1 IftXE5 ~iLl S l!1~M(i rn.F. 1C CUI'i?fHl. UiO CC. lA. [L~IM ~URE~U. TAXP>PAiD 12/10/96 98/0005 113~.14 CH 02~10 Hi't.i"f5. ~"nCN r. t l'iA 131 c. p~~w ~lRtfl o~" I~U f~ 111lt I , , I \ . \ " I ( I I I I " M ... " %P M '.P l'-01<).I,Z 1.IlH~(j" 1.134.1.. Acel wU n~-l0-ll~'-131 a131 \PA~K ~!~fFl Let IiCUSE '.. .1.j.jl..,~~I.CII...,~_~I,.....,"...1,..,..'lf,1I1:.l3..."]".':O'...1~.I... \......':.l::a,.Jlli"'''''."''~I'''- II- lHt'i ftH 1" l'~CW[~ flW..~!lL lHI ~ e ILL lfi Y\Jt,"; l'u"T(;/lC1 ((t'1'~~1 il.<lC I'li HW H!)" ..-UHf-I':; id:.;\JiSl! ,. _..______.____.._..__... ..__.__. ,_,,_,_'_'" ._________.__....___.__._ "0" __"'" ---- .------- .... -- ----------..----.------- .--- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT280601 HARRISBURG, PA 17128.0601 RECEIVED FROM: ,- .. -. ," ~. PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT .9';.l~~_ ~ NO. f\A 242451 REV.lI.'EX Ill.", ACN ASSESSMENT CONTROL NUMBER AMOUNT WILLIAM F MARTSON ESQUIRE 10 E HIGH STREET CARLISLE. PA 17013 FOLD HERE ESTATE INFORMATION: FILE NUMBER 21-1997-0737 NAME OF DECEDENT (LAST) HOLMES MARION D DATE OF PAYMENT 11/13/1997 POSTMARK DATE 0/00/0000 COUNTY t01 $: 5 . 064 . 13 FOLD HERE SSN 174-05-358" IFIRST) CUMBERLAND DATE OF DEATH IMI) TOTAL AMOUNT PAID $l5.064.13 SK 7 REMARKS WILLIAM F MARTSON ESQUIRE SEALCHECK# 7340 , Hf:Clc;TC:fi 01- WILLS /' r .-; RECEIVED BY ~. L.. u M I r1ARY C. '-' IS A-ftt ,(1",,1:; REGISTER<' OF WILLS Y (hc.JA7rif- .---.-.-.---- --".-.- --.-- _.__. -.- ------ "-~----..-----:--- '. . i ,1 ._-_J ~. --'. -;:-..:_~-~--':--~.4JtI ~..- _. ~., ,''f~'-'''' , \ 15~dJ()1 ...j" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * '- BUREAU OF INDIVIDUAL TAXES INHERITANCE T'~ DIVISION DEPT. 210601 HARRISBURO, PA l11Z8.0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX In-1141U4" 11'."1 WILLIAM F MARTSON ESQ 10 E HIGH ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-16-9B HOLMES 08-19-97 21 97-0737 CUMBERLAND 101 MARION o Anount Renitt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:i5W-Ex-Ai:P-C09-=9:fi-NOTicE--oF-YNHEifiiANCE-TAx-iipiiiiiiisEHENi'-,--AL:L"owANcE-OR---m----------- , DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOLMES MARION 0 FILE NO. 21 97-0737 ACN 101 DATE 02-16-9B TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ S. Cash/Bank Deposits/MIsc. Personal Property (Schedule E) 6. JointlY Owned Property ($chadule f) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax payment. .00 148.054.04 .00 .00 18.493.03 30.020.68 71.456.1B 181 (1) (2J 13J (4) (5J (6J (7) 274,023.93 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) 10. D.bts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Government.l Bequests; Non-el.cted 9113 Trusts 14. Net Value of Est.te Subject to Tax 9,741.00 .00 1111 1121 113J (14) 19J IlOJ q ,741 00 264,282.93 .00 264,282.93 (Schedule J) NOTE: If an assessment was issued previously, lines reflect figures that include the total of Abh ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal rat. (15) 16. AMount of Lina 14 tax.ble at Lineal/Class A rat. (16) 17. Amount of line 14 taxable .t Collat.ral/Cl... Brat. (17) 18. Principal Tax Dua TAX CREDITS: PAYHENT DATE 11-13-97 14, 15 and/or 16, 17 and 18 will returns assessed to date. .00 x .00= 264,282.93 X .06= .00 X .15= 118J .00 15,856.98 .00 15,856.98 RECEIPT NUHBER AA242451 DISCOUNT (+) INTEREST/PEN PAID (-J 792.85 15,064.13 AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX ~UE INTEREST AND PEN. TOTAL DUE 15,856.98 .00 .00 .00 . IF 'PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) --.---~,... --. RESERVATION: E.tate. of docedent. dying on or before Dece~or 12, 1982 -- if any future intere.t in the altata il tranlfarred in pol.el.ion or enjo~ant to Cla" a (collateral) ba~flciarie. of the dacadent aftar the expiration of any altata for Ilfa or for yaar., the C~onwealth hereby axpralsly resarvas tha right tQ apprai.e and a..as. tran.far Inheritance Taxe. at th8 lawful CIa.. a (collataral) rata on any .uch future intora.t. PURPOSE OF NOTICE: To fulfill the require.ant. of Section 2140 of the Inheritanca and Estate Tax Act, Act 21 of 1995. (12 P.S. Section 9140), PAVMENT: Datach the top portion of this Notica and subMit with your pay.ent to the Ragi.ter of WIlls printed on tho revarsa .ide. uHaka chack or ooney ordar payable to: REGISTER OF HILLS I AGENT REFUND (CR): A rafund of a tax credit, which was not requastad on the Tax Return, .ay ba raquastad by coapleting an "Application for Rafund of Pann.ylvania Inharitance and Estate Tax" (REV-1313). Applications ara available at the Offlca of the Ragister of Wills, any of tha 23 Revanue DistrIct Offieas, or by calling tha special 24~hour answering sarvice nuebers for for.. ordaring: In Pannsylvanla 1-800-362-2050, outslda PennsYlvania and within local HarriSburg araa (111) 187-8094, TOOt (717) 772-2252 (Haaring r.paired Only). OBJECTIONS: Any party' in Interost not satisfied with the appraise.ent, allowance or disallowance of daductIons, or assass.ant of tax (including discount or interest) as shown on this NotIca oust objact within sixty (60) days of raceipt of this Notice by: --wrIttan protest to tha PA Oepart.ent of Ravanue, Board of AppGals, Dapt. 281021, Harrisburg, PA 17128-1021, OR uelection to hava the aattor dater.irKlld at audIt of the account of the personal rapre.entative, OR --appeal to the Orphan.' Court. ADMIN ISTRATIVE CORRECTIONS : Factual arror. dI,covered on this a.se...ent .hould be addras.ad In writing to: PA Oapart.ant of Revanue, Bureau of Individual Taxa., ATTN: Post Assas..ent Review Unit, Dapt. 280601, HarriSburg, PA 17128-0601 Phone (717) 787-6505. Sea paga 5 of tha booklet "Instruction. for InharItance Tax Raturn for H Re.Idont Dacadant" (REV-1501) for an explanation of ad.inI.tratIvaly correctable arrors. DISCOUNT: If any tax due i. paid within three (3) calandar eonth. aftar tha dacadent'. daath, a five percant (5%) dI.count of tho tax paid i. allowad. PENALTY: The 15Z tax aana.ty non-participation penalty 1. coaputad on tho total of the tax and Intera.t a.sassad, and not paid.bafora January 18, 1996, the first day aftar tho end of tho tax aanasty period. This non-participation penalty 1. appealable In tha .a.e .anner and In the the saoo tIo. periOd as YOU would appeal tho tax and Interest that has been a....sed a. Indi~atad on this notle.. INTEREST: Intera.t i. charged baginnlng wlth first day of dallnquaneY~ or nln. (9) aonth. and on. (1) day froa the data of death, to the date of paygant. Tax.. whlch becaee dalinquent before January 1, 1982 boar interest at the rat. of .lx (6%) perc.nt per annu. calculated at a dally ~ato of .000164. All taxes which becs.a d.lInquent on and aftar January I, 1982 wIll bear intarest at a rata which will va~y fro. calendar yoar to calendar yaar with that rata announcad by tha PA D.part.ant of Ravanue. Tha applicablQ intara.t rates for 1982 through 1998 are: '!!!r Intfl..o.t Rate Dally Interost Factor :!!!!' Interast Rate Dally Int.rest Factor 1982 20Z .000548 1987 'X .000247 1985 16% .000438 1988-1991 Uie .C0030l 1.84 llZ .000301 1'" 'X .000247 1.85 In .000356 1993-1994 7X .000192 1'86 10:< .000274 1995-1998 'X .000247 ,..- --Intara.t is calculatad a. follow.: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice i.sued aftar tha tax baeo... delinquent wIll reflect an Intara.t calculation to fIft.an (15) day. beyond tho date of the B.sasnent. If pay.ant is _ad. aftar tho Interest cOllpUtaUon data shown on the NoUc., add 1 Uonal Int.....t ....t be calculated. ..".".,