HomeMy WebLinkAbout97-00797
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IJI<:TITION I',()I~ 1>>IWnATE IIl1d (;I~ANT (W LETTERS
.:2.) ~.l17 ~197
Nu.
10:
SOdIlISI'I'I//'i/l'No, 172-01-(,2H7'
"I'C'/'wl'(I.
I<,';!hll'l ,,' \\'ill\ 1"1 1111'
< .'"IIlIY ", ClIlIIhl'r 11IIIU ill tile
C""I1I"'1I1'eallll "r 1'1'llIlsylvul1ia
I'hl' IWlitlnl\ or Ihl' 1IIHkr\iplll'd 1-l':-'Pl'l'll'lIllv [Tpil''il'IlI~ lhu\:
Yl,lllr IwliliilIH.'lbl, wllll 1"HIl' IX vl'Hr', 01 agl' or \Ildl,t aq tIll' L','o;L'l'Ul ur
ill till' hl\l will "r 1111' ah",,, dl'l'l"'" II I , dated Fuhrullry 6,1997
ulld eodkil(l) d"'I'U Non!'
I1Ultwd
. u _.~~"' 19_~__.u.
(,Ial(' H.'kldlll \'ir;'IHll~lllIll'\", l'_!' 11'IHIlIi'iil1!1111, dCHl1l (II nr~-lIl\l1, {'Il'.)
Dc,'elldl'lIl "'" d"ll,kl"'d 111 d"alli III CIIlIIbl'rlnnu
h_(;~r_. __ lasl ramil\' or prinl'ipal rL'\idl'IH'l' al 319 We~l~ r.~lnin
burg, Ctllnlwrlllliu County, I'I'llnHylvllnlll, l70n,
(lbl ,III'V!. 1111 I Illll' I dlld IIlllll\IPalllil
nu COllnty, PCIl\lsylvulliu, with
Str"t't. 1\().rOltg.l.,~!.._HoeDanj ca-
Ikeelldl'lll, lliell ., n 1.1. .v"'I'1 ,,( agl', d\.I'\I. n .\ SI'I,)tem1bc,'r2,J.".,. uu.' 1997u ~.,
at Country ~IOll~n\"H} lIInpCl'1l 'l'OWIlH I,P, l,lImWr ,(Ine ,oun 'y, 11\ ...... _..._._._~,
L\ l'l'p I il" Inlltl\\'i, dl'Vl'dl'll( did Illl! 1I\l111'~', "II'" llllll!i\'()tL\'d and did tlollll\\'l' a l:hildborn or adopted
Unl'l' l'\l'l'lItinn (If 111'_' \'.ill ollrrL'd ror prohalt: Wil'i Il(lllhl' \'irtirll or a ~ill;llg Hnd was lI('ver adjudicalcd
ilh,'OflIPl.'II'lIt: No Ill' h ,.,-____.~_
DCl'vndC'1I1 al ([L'lIth nWl\l'd pl'\lpl'Il~' Witl1l'qilllillcd \,dul''i Cl'. 10110\\\:
(lr dnlllicliL'd ill 1'11.1 1\l11'"'II""I1II""I"'II\ $ lIl]l'HtJm.11.t.ud
fir not dOlllil'ikd III I'a.) Pl'l'\(lllal propellY ill Pl'llll\yl\:tllia $ _________.____~._..____~
(II lInt donlil.'ikd ill I';!.l I\'r<;(lllal property ill ('oullty ~,_ _ m_........~~..,._._...~......----.-,~
Vallll' nl' rL'dll..''itall' III 1\.:1111,,\-1\'''11111 $, Un.~~fl.tirolltQ4...____..
\ltIlHll'd iI" 10110\\'-;: 319 West Main Stt't'<,tt Ih)~nll~Jh .of M~:'ehantcsT)lIrg_~_~_~~~_____
Cumberland County, Pennsylvan:la
WIIII<I.I.()RL, 1'"'lill""el(l) '''I"',.lll1l1y ll'qlll'SI(I) llil' I"oh"'l' 01 llil' J"II will ",,(I codicil(s)
pn.!~l'lllud IWI'i.'wilh :lnd I ilL' granl ur kltl'rs ltn:ltnmuqtt;lry .._.__.....m.'..
[il',liIlIWllliU\; iHlrllillhllilllOtl "l.<I.; Hdlllilll"ua!illl1 d.h.Il.L'.Lll.)
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OATIl 01<' PERSONAL I~EI)RESENTATIVE
COMMONWEALTH OF I'ENNS\'LVANIA
em: i'oTY (W CD~lIl.E:RL^NIL___
I '.'
i" :-;"
TIll' p...'tlliOIlL'rbl ,lhm'('.n:ll1ll'd "\\'L'ar('I) Il1' ullinn",) that till' \tatL'llli.'lIh ill tIll' foregoing petition arc
IrUL' ;01'.1 \:tll'I'l'('1 In 11ll.' hl"o[ \11' till' ~IHI\\ kdge \llld Ill'lid of pl'lilinllcr(;,,) (lIlt! that il." pi..'r.sonall'cpl'c.scn~
,llllhL'hl ulilh'aIHI\l' dL'(:l'dl'l\! pL'lili(l[lL'r('i) will wcll and 1~."I1II?Y. Illlill~ll"I.IiI' N"te.."I'.eOlI.I.llIg., (0 law,
S\\nlll 1\1 r.ll ;lll'irl1lcd ,IlHI "lIh"d.illL'd I 11{Ci..:. ~...1-t4 A ~ "-~c. IJl
heforl' 1111.' tllh 26th da\ (II Dnvtd B. ConVI'r I~'
Sept"mh;'}; I'! 97 . Ei
rr)Qh~1 l,', "-' l.L' 1'\ I ~
o cY I) \J l~ ',J "~' .\\\ II"I~III"I ~
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I'hi, is II1ll'rlH:\,lh,lt dl" jlll'IIIILIIIIII\ Ill'll ",\\,'11 i\ ",111\\11\ 1"II[('d 11;>11\ .ill 11l1)',lll.d <l'llifi, ,II,' nld\\uh did\' rill'll wilh I IIl- ;t',
l(ll,1I J~('f',islf,1l l'h\' nrl)',II\,1I [l,'lldi"II,' \\illlll' Illl\\l!d('d j" llH' ',!.Il( \ li,d 1;~~'ii'I,L t llllll' lid 1'('!I1\,II\\'11I lllinr,.
WAR~IING: Ills IIlo!lullo dupllonto this copy by phololitllt 01' phologmph.
21-97-797
h'l' I~II lbi\ li'l'lllklli'. ~),I,()O
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tlll>>HIIIIIIJj'
OOMMONWIiALTH Of PtlNNSYLVANIA' OBPMHMElNT OF HEAL'fH' VITAL RBOOROa
OERTIFIOATE Of DEAltl
81ATI'lHHlJl,I8I:Il
)( jSOOW.MOllfllTYtuIllSI
I FVllah t 172 - 01 - 6287
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b 11m!!_____ :-7!L:".n....IIJL__- ,ountrv ".ado _ . "'-"flY11,..,._ Whlte
ctOlXT1~~ATurI __ I(fC)OJII.IIM~fIlV IAlDIICbMTM'U4 Ci I'IIDllllATlOH =T"tJTA"~ C ~......
t :=r.:-~=tI:rr UI ,tft,lfO,~1t7 . l:..-~~~ ' (..., fIlWM_1
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SOIEOCIi ~.."'"
319 ., "u1n Street IMUlUlAl"'" kill
!!.....eohal!.!.OBb-'!!:I!_ PI. 17055 ~~I__ 1,..c.......,'1__CWlbor:.land . ~~_ H.~:..,-:::'~~Qha..nJ.a,abllrf1
'AtHM1IUMl.(JU''''''.lIIQ Ttlim\H.o..o.lIi('Ir~","*.MIUIn"_1
!!..._J!!.u1JL_!~r~________.___~___ ll.Mal'll:arot W. Grubb
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~ ..ld.Jl__l&Ullr i~---------- ~.511.LJ.IllllLliL '" PA 17055
~THOOOfo~lON Al1~OL'lI'OS11Qj ACliOf04f'OltlllOH'~aIICtlNWt 'IlN"'Y OCAllOij.Ct,ff"",_.,J41c-
.... iJc(~~"...\O "',ll1...Nlnlltl.D (~II,.[JI,.TMlI ot...-,,-~
Nt"fonD """(iiI*fjl~__~_~----,.-----._ [lm Soptember 25, 1997 ~~eOhftnloab\lr& Cemetery ,1.Meohan1osburg, Pa.
'iiiiAlUN IJH(M 'tC1lJliisEl1'.if-~~'---.--}a~~R tWolliMlNxwiiiOl'.Iill."llyers Funeral nail.
.. _ z:._ . _ ___~.~_jl126fi2..::L. m .......IlaahanJ..QJlb.u.r ..rU. 17055
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REV,1500 E)(. (194\
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J I:..,. ,X.;, \ 1'01 OATIS 0' OIATH A"II 12/31/91 CHICK Hili
INHERITANCE TAX RETURN ~o~:::'vul:~o" IS CLAlMIO 0
RESIDENT DECEDENT 'liINUM.ii---------.---- ------.
COMMONWEAlTH OF PfNNlilVANIA (TO BE FILED IN DUPLICATE ., I 1')1)1 ()7'''7
Dfl'AMTMEN' Of IUvENUf (';J
Hml\fJ:~, ~~om28~601 .___..~ITH RE~I.snR.. <?F. WILLS)... CO~NJY COD~ YE.AR ._.t!.~M8E~
DECfDfNl'S NAME (L....Sl, fIRST, AND MIODlt INITI....l! DECfOHH'~ (OMPUlE AOClllfSS
BARE, ~largu"rJII' C, JI') \,,'s{ ~Ialll Slr",'t
SOCt....L ~fCU.HYNU,MIU --,.. --~~-Ff-~fOf....TII--F Of ,mftj--' ---. Hl'l hillll t'shurg t P^ 17011
112-01-(,281 _.L~/(I/91 J_.LI/2'i/OII COO" Cumlwrlillld
I" "'''''":'.'":~~:.'~:_",'' "'M' I~"-':" ;:'::o~'''~'''' - J"CIAI "CURl::::::' .=_=lAM~N'~::~V!Dl:"T:i'UC:=-_-===
IX] l. Original R,turn [J 2, Supplemental Return n 3. R.mainder Return
I(or dol.. 01 d.oln prior 10 12.13.821
o A. limlt.d Esla't [] 40. future Intere" Compromlte [] 5. Fed.ral Eltot. TOK R.lurn Rlqulr.d
Ifor dol.. of deOln oft" 12.12.821
o 6, Olc.d.nt DI.d Teslole 0 7, Decedent Maintained a Living Trult
IAlIo,. copy of Willi IAlIocn (Opy of Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD liE DIRECTED TO.
NAME ~ COMPlfH MAllINQ ADDRESS
Richard C. Snl'Jh,.\k('r, Esqulr(' Sn(~lhalc,-'r, Hn'IHH'lllilll & SpHfl', P.C.
Im'HONI NUM'" -------...---- - 1'. (). Box 'J I 8
711 I 697-8528 H"c!liInicshUl'g, 1'/\ 110'iS-OJI8
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__ 8. Tolal Numb.r of Safe Dlp011t BOKes
111.._ 80. 'J911..2.0__~__
{ 2 )..JlI,Ic,B6 2 . 7 ?_.~___
13} ___._:~~____
.,0-
: : : ::I~T.~-l~9.'~j? -:~==:=
16 )
17 )
-0-
-0-'
42,208.90
181
908,836.98
43,597.31
865,239.67
J3.000.00
852,239.67
:0-
-0-
127.835.95
127,835.95
120,7SD.OO
,/,085,91
21. If Une 18 II greoler than line 19, enter the difference on line 21, Thll il the TAX DUE, (21)
A. Enter the int.rl" on the balance due on line 21A. j21A)
8. E"or In. 10101 oILlne 21 ond 21A on line 218. Tni. i. In. BALANCE DUE, 1218) ___~. T~-QR5. 2..5_-==_~:':'-~
MCi~' Ch.ck Payable tOI Relllt., of Willi, Agent _
~ )>- liE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANDrO RECHECK MATH ~ ~
Under plnaltiel o. perlury, I d.clml thai I have '1u;amlned thit rOlu;n, including accompanying Ict.edulet C1nd lIalem,.ntl, and 10 Ihe bell of my knowl.dgtand helief,
II illrue, correct and complele. I declare that all real IIlale hal been reported allrue mark"'volue. Oeclal'ohon of preparer olher than the perlonal repr'"ntallve it
based on 01110 ormation of whicn pr_Iparer has any knowledge. , , _ ~____
$IGNATU. 0 UON. ~E$~~".LfJO. 'IUNQ-.!TU~N AOO.ETs--~=-------)() I 1--1'- -'-;:,-{. - -l-'---'h--- DATf
, , - , " , '. , an I'S ,) rt't'
? { II. (.< j / I ,.... '-"" \ flt'l'hllnlc"hll!'J' I'll IIOS:) . 6/ '1' /98
$IGN.tTUfU 6, PU~A~ER THE '1~NRUIl(-S!Nli'IVf - "DDH~~"-'-I)-~u-()~~~x 11 RJ_.._._--~...--- -----..".--.--.--------- DAH~-""-'-----
I'. C. f!\'dH1IJJ.<.:.illllir.I~, l'A._UQ55,.OJ.lS..__"...." .._._.61..'l--.L98._._
1. Root EIIol. {Sch.dui. AI
2, Slo,k. ond 80nd. IScnodulo 81
3. ClolIl.,. H.ld Slack/Partnership Inlerlll ISchedule q
4, Morlgaget and Naill Receivable lSchedule DJ
5, C(1sh, Bank nepoli" & Mltcellaneoul Perlonal Property
(Scnodul. E)
6, Jointly Owned Properly ISchedula FJ
7. Tronsf... IScn.dulo 01 (S,h.dut. lj
8, Tolal Gran Aue" ltolallinel 1,7)
9. Funeral fllpan..s, Admlnlllrative COlli, MisceUantlous
Exp.nso. IScn.dulo HI
10. D.b", Mortgog. Lio.ilIti.., ll... (Scnedul. t)
11. Tolol Oodu"io.. 110101 Lln.. 9 & 101
12, N., Voiue of Ellolellln. 8 minus Lln. 111
13, Charilabl. and Gov.rnm.nlal aeqult" ISchedule Jl
14, N.I Value Subject 'a Tak (line 12 mInus line 131
15, Spousal Transfers I'or dales of death after 6.30.94)
See Inltructians foi' Ar,plicuble P.rcentag. on Reverse 1151__
Sid., (Include valu.. ram Sct.edule K or Schedule M.I
16. Amounl of lIne 14 laKablfl 016% role
(Include values fram Sthedule K or Schedule M.I
17, AmClunl of Une 14 laKable at 15% rale
(Include values from Schedule K or Schedul. M.)
18. Principallall due (Add tak from lIn.. 15, 16 and 17.1
19, Credill Spoulal Poverty Credit Prior Poymen"
-0- + !.!~O. 00
(9 )
110) ---..1. ,388.1.1
(111
1121
(13)
(141
l(,_..-
116)
. ,06 =
117)
852,239.67 . .15 =
..-.--------
1181
Discount
+ 5,7.50.00
Inle-rul
1191
1201
20, If Un. 1911 grealer than line 18, anllr the dlffer.nce on line 20, This Is ,h. OVERPAYMENT.
liD
Check herl' If you ore Il'quc'hng (I If.' uhd of your oVl'Iphymont
M!V.l503 U't 14,86) i J
~j~ SCHEDULE B
COMMONWEAllH Of P1NNIVlVANIA. . S.TOC. KS AND BONDS
INHutlTANCE 'Al( RETURN
AEIIDENT DICEDEN'............_ .___ ..~_._ ...__..._.
UTATE O' - ...__._~....._....._---.. --
J
PILe NUMB'R
DARE, MurguprlLc G.
21-97-0797
.~-~-~_.~....__.~---~_._-_.- .-
1,1,11 proportv 10Intly,0",nod w.l.~.~l!.h~of Surv~~...h.'!'..!!'.~.!.!!._dl..!!!od on Sc~!dulo '.1
ITEM
NUMBER
l.
VA\UE AT DATE
OF DEATH
DESCRIPTION
9,500 ~hurl'~ uf l'ummun "tock uf I'NC Fluilndal Corp.
(CUSII' 693475105) @ $49.203
467,428.50
2.
244 ~hur<'s of common Ht{H'k uf At:]nnUc lUchUr.dd Co;
(CUSII' 048H251(3) @ $85,875
. 20,953.50
3.
1,824 "hart.s of l'ummO;l sto"k nf ACNI\ Corp.
(CU811' 0008681(9) @ $23,50
42,864.00
4.
Treasury Dln'ct ^t'co\lnt III JOO-'006- 3929 with
l"(Oderal ReFH'rVl' Bank of l'hUnde IphIn, TrOHElUry Notea~
a. $20,000 duc 9/30/99 (<1 7.125% 20,500.00
h. $10,000 duu 11/15/99 @ 5.875% 10,009.50'
c. $20,000 d,w 11/30/00 @ 5.625% 19,828.00
d, $20,000 due 1/31/01 @ 5.250% 19,616.00
e. $25,000 due 1;/30/01 @ 6.250% 25,231, 25
f. $20,000 due 6/30/01 @ 6.625% 20,432.00
TOTAL IAI.o onlor ~n IIno 2!. R"oplt~lollonl
(II mure 'pacft is need.d, ;ns.rl ac:Jdilionalsh8.1s 0' same lize,)
s 64!:, B6~~1.'i_____
'!11I',q.\OIIJI+ (f.'"
@STATE OF
*
1: SCHEDULE E l
CASH, BANK DEPOSITS AND
MISCELLANEOUS
.. PERSON~ROPERTY. Please Print or Type
.- FilE NUMBER
COMMONWeALTH OP PfNN~"LV"",II"
INHI.IIAHel TAl nTUIN
.IIIOIHl OleloaHl
21-9Hl797
----
IIARE, MlIrglludtl' C:.
~.rIV 1.I"tly....".~ ..lth th. RI,ht .f S...I....hlp ";..1 b. dl~~.!.!~. S,h.d.l. PI
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
-----.-.----.--
1.
Cush (cUl'rmH~Y) In Dl't'l'lhmt1H \H'rHlIllnl POHRUBHlpll
64 .65
2.
Cheeking i\l:count: 1150-7007-I,~;IH, I'NC Hllnk, N.A.
550,10
3.
Savings aeeollnt: 1150-3003-I,[OH, I'NC Hllnk, N. A.
1,52/,.57
4,
Money Mn rket: account 1150-3012..237H, I'NC HlIlIk, N.A.
CertiflcHte8 of <j('puwl t t I'NC lIunk, N.A. (with L\l~(' rued Inturos .)
II. 1/2100l010720 - $20,000 (~I 5.60% dlll.' 10/30/97
b. 113110003011,6 - 10,000 (1,1 5.19%, dUl' 11/ 6/97
c. 1121001012326 - lO,OOO 0 6.10% dlll' 12/ 2/97
d. 1121001.01258H - 10,000 (<I 6.25% d l1l~ 2/18/98
e. 1121001012623 - 10,000 (<I 1,.85% dUll H / II, /98
f, 1131100099437 - 20,000 (0 4.85% dUI' 8/21/98
g. 1131l 0009 3080 - 10,000 (it 5.75% (!tit' 10/ l/98
h, 1121001012582 - 10,000 ((I 5.60% dUl' 11/22/98
L 1121001012521 - 10,000 (!1 4.95% dUl' 1/ 6/99
j. 1131900097286 - 10,000 (<I 5.60%, dUl~ 10/31/99
Household goods Hold at Pllbllc atH' t inn (~rosH sale)
Housohold g(lods yptalnl.\d in kind by D. II. Coover
HOllsehold goods retainer! In kllld by ~I. L. Coover
16,733.85
5.
20,162.63
10,021.33
10,031.76
10,005. II,
10,009.30
20,085.04
10,130.75
10,047.56
10,104.42
10,081.31
24,017.25
6.
5,070.00
7.
5,035.00
8.
Refunds of subscriptions:
a. McCall'H MagazJn~
b. Ladles Home JOllrna]
c. Reader'H Digest
*
10. Refunds of prepaid accollnts:
9.
6.Q8
11. 31
5,87
3,39
631.26
3,175.14
209.00
107.83
II, lIell Atlantic (telephone)
b. Arnold Fu,,] 011 (fuel oU)
c. Country Headows (pel"800a] can)
d. Hutter Ag(!Iwy (allto Insurnnce premium)
e. Clgna (homcowner's In8uranel' premJLlm)
* 9. Refunds of SlIbscr:lptionH - contlnu",!
d, Better HORll'H Elnd Gnrd{\l1s
e. Travel 110] Iday
f. Yank"c I'ub] lHhlng Co.
U.S. Treasury (l.R.S.) - Inconw tax rdllnd 1997
Pennsylvan:la lJepartm('nt of R"vcnll" - Income tax refund 1997
5.25
11.97
3.67
3,600.00
133.00
181,579.33
11.
12.
________._._...__ TOTA~lAl.." enler on line 5, Reccpi'ul-,,_'ian) ! S
-~~_....,..~_.~.-
(Attoch odditionol B'II" )( '1" Iheetllf morlt IpClce II nflfldod 1
.'V-ISHlhl"'"
ISTATI Of
~~
CO/MIONWIAIIH O. P1NNIVlVANIA
INHI!ITANCI TAK R1TUKN
ItISIDINf DEC~OEN'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE com AND
MISCELLANEOUS EXPENSH
Pl.as' Print or Typ.
IIARE, Marguerite G.
ITEM
NUMBER
A. Fun.ral Exp.ns."
B.
2.
3,
4,
C.
1.
2.
3,
4.
5.
6.
7.
9.
DESCRIPTION
1.
Hyers FunernJ Home!, 37 E. fln.11l St., MeehnnicHburg, I'A 17055
(Funeral H,.rv] ('eH)
Gingri('h MemorIals. East SimpHon ]1('rry Rd.. Mechnnicsburg.
PA 17055 (Gl'nve marker)
2.
3.
Post-funeral recuI1t:[l)n
1.
AcImlnldratlv. Costs;
Personal Representative Cammllllans
Social Security Number af Persanal Repr..entatlvel
Vear Cammlllians paid
Attorney Fe..; Snelbaker. IIrennemnll & Spare. r. C.
Family Exemption
Clolmant
Address of Claimant at decedent's death
$treet Addrell
Relationship
City
Stale
Zip Cade_
Prabate Fe..
Register of Wills of CU~lerland County (9/30/97)
Mlsc.llaneous Expense..
Cumberland Law Journal (Advertising Executor's Notice)
The Patriot-News Co. (Adv"rtis:lng Executor's Notice)
Chuck Bricker. Auctioneer (pl~lic Duetion of househoJd gDods
and real estate - advertising Dnd fee)
Register of Wills (filing this return)
Pat Power & Light Co. (post-death electric service)
UGI Utilities
(post-death gas service)
lInitBd Water of PA
(post~death water service)
Borough of Mechanicshul'g (post-death sewer/traHh service)
TOTAL (Allo onter on line 9, Recapitulationl
Ilf morn ~po'co i~ noodod, ;n~ort nddit!onClI ';..,C'oB of samo size.)
AMOUNT
--
7.J24.00
150.00
260..22
27,500.00
436.00
60.00
77.24
4.550.00
15.00
31. 80
32.14
19.00
60.40
s
. - '
"
I
I
,
I
I
I
I
! j
J
u
C-{i
. ,
.-
~Il
, ,
\~
. ;J
,,)
-)
i
I I~:
I
I
I J.
I \
I .~'-'
r.-
,
!
i
I
!
I
I
j
!
,
I
i
J
'il
i
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i
i
,
1;,\'1 01' f(;j:n
51~t:1 nM~[n,
nHLN'~I:MAN
6 SPA/It
11._....;
LAI5T WI LL AND 'rESTAMEtIT
I, MARGUERITE G. BARE, of the Borough of Mechanicsburg,
County of Cumberland and Commonwealth of Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare this as and for my Last Will and Testament,
hereby revoking and making void all for~er wills and codicils by
me at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor, hereinafter named, as
soon as conveniently may be done after my decease.
IiE.COND. I give and bequeath the sum of Nine Thousand
($9,000.00) Dollars unto FIRST UNITED METHODIST CHURCH of
Mechanicsburg, Pennsylvania.
~'UI.BR. I give and bequeath the sum of Four 'I'holJsand
($4,000.00) Dollars unto MECHANICSBURG AREA PUBLIC LIBRARY of
Mechanicsburg, Pennsylvania.
FOURTH. I give and bequeath the sum of Five Thousand
($5,000.00) Dollars unto my friend, MABLE VOGELSONG, if she
survives me.
FIF'I'H. I give and bequeath the sum of Five 'I'housand
($5,000.00) Dollars unto my relative, ROBERT DAVIS, if he
survives me.
5.T~TH. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated, in equal shares unto my nephews,
namely, LLOYD D. COOVER, DAVID B. COOVER and MARTIN L. COOVER,
share and share alike, absolutely and in fee simple.
If any of my said nephews shall predecease me, I order
L__.__-A.~~:n'.MI~.t:~ _ --l
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEY:iif;i-EY-AFP-io9---9;T"NOTiCEuof'-YtiiiEiifTANCE-TAic";,-p;iiiifsEMENr;-ALrOWANCE-oli.-..----.-m--.-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGUERIT G FILE NO. 21 97-0797 ACN 101
If an ........nt wa. i"u.d pr.viou.ly, lin.. 14, 15 and/or 16, 17 and 18 will
r.flect figur.. that include the total of &bb r.turn. a.....ed to date.
ASSESSMENT OF TAXI
1S. A.ount of Line 14 .'t Spousal ,'at. (15)
16. AMOunt of Lin. 14 taxable at lin..l/Cl.as A rat. (16)
17. AROunt of Lin. 14 t...bl. .t Coll.t.~.l/Cl.ss B ~.t. (17)
la. Prlnc!pal Tax Due
15- ,;( (; /; .. if
BUREAU OF INOIVIDUAL TAMES
INHERITANCE TAX DIVISION
DEPT. 280Ml
HARRISBURG, Pol 111211"0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHtRITANCE TAM
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
RICHARD C SNEL8AKER ESQ
PO 80X 318
MECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-24-1998
BARE
09-21-1997
21 97.0797
CUMBERLAND
101
PA 17055
ESTATE OF
BARE
TAM RETURN WAS I (X I ACCEPTED AS FILED
iiiERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Soh.dul. A)
2. Stock. IlI1d Bonds (Sohedul. 81
3.Clo..ly Held stook/Partner.hlp Int.r..t (Schedule C)
4. "arig..../Not.. Receivable (Schedule DJ
S. C..h/Bank Dapo.lta/Hlse. Parlonal Property (Schedule E)
6. Jointly OWn.d P~opo~ty (Schodulo FI
7. Transfers (Schedule 0)
a. Tot.l A...te
) CHANGED
(1) 80,394,90
(2)_ 646 .862.75
(3) .00
(4) .00
(51 181.579.33
(6) .00
(7) .00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expan.../Ad.. Costs/Hi.e, Expanses (Schedule Hl
10. Debt./No~tg... LI.bllltl../LI.n. (Soh.dulo II
11. Tot.l Deduotions
12. Net V.lu. af To. R.tu~n
13. Charltabla/Govarn.ant.l B.qu..t.; Non-eleotad 9113 Trust. (Schedule J)
14. N.t V.lu. of E.t.to Subjoot to T..
(~)
(10)
42,208.90
1.388.41
Ill)
1121
(13)
(14)
NOTE:
.00 M .00.
.00 M. 06.
852,239.67 M .15.
(18)
TAX CREDITS I
PAYMENT
DATE
12-11-1997
06-10-1998
DISCOUNT (+ I
INTEREST/PEN PAID (-)
6.052.63
.00
RECEIPT
NUMBER
AA242538
AA270192
AMOUNT PAID
115,000.00
7.085.95
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( ~....
*'
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS lESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REfLtCTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
UY.\IUII." ",.."
HARGUERIT G
DATE 08-24-1998
NOTE: To in.ure proper
oredit to your account,
sub_it the upper portion
of this forM with your
ta)( p.y...nt.
908.836.98
4::\.I;Q7 ~1
865,239.67
13,000.00
852,239.67
.00
.00
127,835.95
127,835.95
128,138.58
302.63CR
.00
302.63CR
II..;
Iii
i ~,
'98 . A!/Ij 24 l';" :03
GI~in
OUl\ll
RESERVATION I E.t,t.. of dlC~"t. d~ing on or blfore Dec.-btr 12, l,a2 -- If eny future Int.rs.t In the I.t,t. 1. tr,"lflrr.d
In po.....lan or Injoyunt to Cl... I (coll.hrlll beneficl.r... of the dI(l~.nt eft.r the Illplr.Uon of an~ ..tftt" for
11f. or for yur., thl C'OMonw..lth "taby .)Cpr.lIlY re:lervasI the rJght to appr.... IInd I"'" transf.r IntMrUlnc. 'IX"
at the lhful Class I (ooU_t.raU ta,. on eny ,uch future lnt.t..t.
P\JRPOSEOf
NOnCE I
PAYMENT I
REFUND (CRII
OBJECTlOHSI
ADttIN
ISTRATJVE
CORRECT.OHS:
DISCOUNT 1
PENAL TVl
INTtAEST I
To fulfill the requlr...nts of SICtion 2140 of the Inh.ritsllce and Estate Tell Aot, Act 21 of 1995. (72 P.S.
Section 9140),
Dehch the top porUon of thill MotloR and IUbMltwlth your PIYHflt to the Nlgbtsr of ..1115 prlnted on the r.v.r.. ....
M_"INt. cheat!; or loney order payabJ.. to: REGISTER Of' NILLS, AGENT
A refund of .. tax credit, .mlch was not requested en the Tax Return, ..y be requested by ClOllpletlng .n "App!JoaUon
for Refund of p..nntlylvanla 1,'ht1rlt_noe end Estate T.K" (REV-Un). App!JcaUonl are a",allabl. at ttWI OffICl.
of thtl Reglstar of Wills, any of the 23 Re"'enue District Offlcol, or by c811lng t~ spaalal 24-hour
Mnlwarlng ..r",laa ~berl fo" 'or,,1 ordaringl In Pannsyl"'anl_ 1-800-362-2050, outlilide Pannlylvanl. IIf1d
within lac81 Harrhburg araa (117) 787.'809<', TODI (717) 772-21S2 (He.rlng IIIp.1r.d Only).
Any party In Intart'st not laU.fi.d with the eppraiG...nt, allowance or d!laUowanc:e of dadUotlons, or ........nt
of t.K (Inoludlng discount or Int.r..t) as .hown on thl. Hotlc8 .u.t object within slKty (60) days of r.o.lpt of
this HotloC! by:
~~wrltt.n prot..t to the PA Dapart..nt 0' Ra"'.nue, !oard of Appaals, napt. 281021, HarrJtbura, PA 17128-1011, OR
--alection to ha"'. the .attar dat.,..irMd at eudlt of UlC! account of the personal repr.s.nt.Uy., OR
--app.al to the Orphan.' emltt.
F~tual arror. dllcoY.red on this a.,e....nt .hould b. addressed In ~rltlny tOI P^ D.part..nt of R.vanue,
Bur.au of IndlYldual 18K.', ATTMI po.t AI.....ant Ra",law Unit, Dlpt. 280601, Harrlsburo, PA 17128-0601
Phone (117) 187-6505. S.. pea. 5 of the bookl.t "In.tructlons for Inherltlne. Tax Raturn for. R.sldent
bacedant~ (REY-ISO}) for an explanation of a~lnl.tratlvely corraotabl. srrors.
If any taK due Is paId within thr.. (3) cal.ndar aonths aft.r tho decedent', death, a fl",~ psrc8nt (SX) dl.count of
the taK paid Is aUowed.
The ISr. taK .an8lty non-participation p.nalty Is cu.putad on the total of the tex and Int.r.st ..R....d, ~ not
pald btIfore January 18, 1996, the first day after the end of the tax a.Msty period. This non"partlcipation
panalty Is ap~.l.bl. In the .... .iIInMr and in the the .... t .I.. pat lad I. you Mould appeal the taK and lntarast
that tlas baen .......d as Indlcat.d on this notice.
Intar.st it oharg.d beginning with flr'st day of dallnqtMiMY, or nine (9) IIOllth. and one (1) day frOll tM data of
de.th, to the date of paYII.nt. Tax.. whIah bee... delinquent before Janusry 1, 191'2 be.r Intar..t at the r.te of
Ib (6);) p.rcent par ~ caloulat.d at . dally rate of .000164. AU taxe. Which bee... delinquent on Wld aftar
Jenuary J, 1982 NIlI bear .Int.te.t at a r.ta which ..111 ",ary fro. c.al.ndlr y..r to oalendlr y.ar ",Uh that rat.
announc.d by the PA Dttp_rtlt8nt of R.",.nua. The applicable .Inter.st rate, for 19112 through 1998 ar.,
U!!: Inter..t Rat. Dalty lnt.,...t Factor :!!!or Int.r..t Rate Dltlb Int8r8.t Factor
19112 ZOX .000548 1967 9% .0002<'7
1963 16i: .000436 1986-1991 lli: .000301
1984 11i: .000301 I,,"' ~i: .000247
198!i 1];.( .000356 1993~1994 1X .000192
1986 10% .000274 1995-1CJ911 'X .000247
--Int.r..t Is c.lculated .. follow,,*
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
--Any Katlee I.'ued aft.r the ta~ b.ooaas delinquent will refl.ct an Int.r..t c.lculatlon to flft.-n (IS) day.
beyond the date of the a..a.,.-ot. If pay..nt I. .ad. after tn. lnt.r.st coaputatlon d~tl .hONn on the
Notice, additional Intere.t .u.t be calculated.
/S'-d'O.!i -f
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSNENT OF PENNSYLVANIA
"STATE TAX IASID ON FIDIRAL
ESTATE TAX RETURN
'*
IUWEAU OF INDIVIDUAL TAMES
INHEAITAHCE TAK DIVISION
DEPT. .a."1
~JS.URO, PA 171Z'~D.Ol
'\
,_/
u_-osuupcn.m
RICHARD C SNELBAkER ESQ
PO BOX 318
MECHANICS8URG '"PA 17055
1,-;1
05-03-1'199
BARE
09-21-1997
21 97 - 0.'97
CUMBERLAND
201
C AlIOuntR..i.Ued
----
MAKE CHECK PAYAILE AND RENIT PAYNENT
TOI
DATI
ISTATE OF
DATI OF DI!ATH
FILE NUMBER
COUNTY
ACN
MARGUERIT G
l
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE. To inlure proper oredit to your eooount. luo.it the upper portion of thil for. with your te. p.yeent.
CUT ALONG THIS UNE . RITAIN LOWER PORTION FOR YOUR FILES ....
iiE'v=iiif-ix-A'FP-Tiii:97r----ii.-NiificE""iiiiiiE'i'ifliiirNAfiiiti-Aif6-ASliiiiiiliiNT-.---....--------.------ - ....
OF PENNSYLVANIA ESTATE TAX lASED ON FEDERAL ESTATE TAX RETURN MM
ISTATE OF BARE
MARGUERIT G FILE NO.21 97-0797
ESTATE TAX DETERMINATION
DATE 05-03-1999
ACN 201
1. Credit For Stet. D.eth T.x.. .s V.rifi.d
25.415.02
2. Pennay1vanie Inh.rit.nc. T.x A......d
(Excluding Discount .nd/or Intere.t>
121 i 783.32
3. Inherit.nc. T.x A......d by Other St.t..
or Territori.. of the Unit.d St.t..
(Excluding Discount end/or Intere.t>
,OQ
4. Tot.l Inh.rit.nc. T.x A......d
121.783.32
5. Penn.ylv.ni. E.t.te T.x Du.
TAX CREDITSI
PAYMENT
DATE
RECEIPT
NUMBER
OJ SCOUNT (+ >
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CRlon .00
IALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
AIF PAID AFTER THIS DATE. SEE REVERSE SIDE elF TOTAL nUE IS LESS THAN 11, NO PAYNENT IS REeulRED
FOIl CALCULAUON OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU NAY IE
OUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
.00
COMMONWIALTH OF PENNSYLVANIA
COUNTY OF CUM'ERLAND
I
I
III
._... ....Do vJ. c.LlJ. . .. .CQQYJl.l'. ..~-...... ...'...-..- .~-.--.-~...-.....-..-----..- ..-.--.. .'--..-.'-'.
being duly _..._' 9w.2.l'n..._ . . according to law, dopo.o. and .ay. that he _..ia.tha..JJ:l(.acuto.r_-.-..----..~
___n._..___.._._n.._..._. . ...._........ 01 the E.tate 01 ....M1lcguAY'lln a.. Oar'" .-.
late 01 _.B.Qra.u&h at' Mechan1caburg . ... n..... .... _, Cumberland County, Po" decea.ed and that the
within I. an Inyentory made by Dav.ld.B..RQOYQL.._. .---, the .aid.Eltl;lC.l.ltot'
01 the entire estate 01 said decedont, con.lsting 01 all tho pOrlonal propdrty and real OItato, except real ..tate ouhide
the Commonwealth 01 Penn.ylyania, and that the Ilgure. oppo.lte each Item 01 the Inyentory represent It'. lair yalue
as 01 the date 01 decedent'. death.
Swot'n
__ and .ub..ribod belore me,
If; ')
/ ./ "J},_
./( /.(' " v j':o'C/ ({ I'. ,..,
-_._~~_I:_:___...!..!...-._-----=':':"_-._..' ,,-
h.cutor . Admlfllltrltot
I'ebt'uat'v-l....- r.~0llll..-
~(). ~ I,.<l.~h() (i;:i'A~
. [)Ei'I.i d Jh..Qg.QYJl..r+. .Elleclllol'.____.____
Nolanal Seal
Sandra K, Showers, Notary Publlo
MechllnicobUlg Aoro. Cumbo,lond Cou
My Commission Expires Nov. 22, 20 3
Meml)(;i~p;:,;:;;ij;jill\l[j A::socli1tion 01 NQ!flfiD':!
. _?01_.'!~~~ St~eet. Mechanic.st:uz:!\~J: 7055
Addr."
Dote 01 O....ih _._._21s_t_..__.__~._.._._~~.get'.
O.Y Month
1997
v..,
INSTRUCTIONS
I, An inyentory mu.t be IlIed within three month. alter appointment 01 per.onal repr..entatlye,
2. A .upplement Inyentory must be filed within thirty day. 01 di.coyery 01 additional a..ets,
3. Additional ,heeh may be attached a. to personalty or re.lty . ,
4. See Article IV, Flduclarle. Act of 1949.
c.
i.
8 .,;
w ~
~ < "
"
.. l;; u ..
~ "
g w Q) c 1 ,..
w ~ ..
:r .. "
... ..J U. .; ..
Z 0
..J ~ 0 0:1 .... ~
u.
W 0 ~ .' f:
> IX '"
~ 0 C "
Q\ ~
Vl Z +' 0
0 " c( "~ U ...
Z UI " I ,
.. ."
~ "
"
bi)' - "l:
~! 0 "
rnl .Q ." ...
~' " E 0
~ ..
" ~ it 0
..J U ...
COMMONWIALTH OF PENNSYLVANIA I.
COUNTY OF CUM'ERLAND J
"I
_~_.I)I;lYJg B. ..CooY.or_._ __. ._ ._..._._. .. _._. -.... -. ...--~- ...u__....... --------..-.... -.-.---..---.----.
bolng duly _.._~"or!1_._... ._._.... .. according 10 law, depo... and saYI Ihal ho _lll.jJu.LExec.ut.OL'-__...._.__
____...~_____ ._.......~__.....__ of tho Ellale of ......MlLCgUar.1l:.a..G...-aIU'e-.
lato of J.o.roJ.lSh-of. Mechanicsburg -____....._.__-.., Cumberland County, Pa., docoolOd and that tho
within 11 an Invenlory made by __..!).a.v.i.<J .D_,..C.QC'Y.QL_____... ..__ --........--, the sald.EXJlC.U.tJll'___
of the entlro OItale of said decedenl. conlllllng of all the p."onol prop.rty and ".1 011010, oxcepl rOIl OItalo ouhid.
Ihe Commonwe.lth of Pennsylvania, and Ih.t the figures oppo.lte each item of the Inventory tepr..ent it's fair valuo
as of the d.te of decedenl's dealh ,
S~JO rn
.., ..b."lb.' b.,... m., \
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e.tc:utor . Admlohtr.tor
February ,. ~(lJl!L..
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._..Da vJ.<L~ ,-_go oyJ!.r....Exanut.or..___..._._~_~-
Notarial Sool
Sandra K. Showers. Notary Public
Mochanlcoburg Boro. Cumoorland Coo
My Commission Expires Nov. 22. 20 3
Membor, PrJ,lo:J"lvanla A!Jsoclallon 01 Nolari09
501 James Street, Mechanicsburg, PA 17055
Addr.u
Dale of Oedyh __;
21st
DIY
Septelll.ber_._
Month
1997
Yur
INSTRUCTIONS
I. An invontory mu.t be flied within throe months after .ppolntment of pe"onal repr..enlotlve.
2, A supplement inventory must be filed within thirty d.ys 01 discovery 01 addltion.1 e\lOls,
3. Additional sheols may be attached a. 10 personalty or realty
4. See Article IV, Fiduclarl.. Act 011949,
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