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"\ .,,,~,,,, . /",... 0."&;;'" /'~ _ ,''co ~C\,\ ~ \" ~ \\\ \,\\. .\\", ~ ~ /' , ,C ",------::-,.",<" ~ ~ \ cC" \0\\.' c\\C 0. \" '\\ \'~\)~// \\\\\~ " 1\<" \)t ~O\\\ ~O\\\\, Co\\C Il'\~ \ ;.-- ~CI \s......-- ,II ." ",.',.' ," ~ / ,,,,,,,,. . ,... ~ 1..\' ,,01 \ \c\\ \0\\0 _,/ .,1..'\ \ 0' ~~' ~ I..\'.\\\C \ 11" ~ \1.\0\\ ..,\\\\ ~ ~ ",." /' ~ '" ,I" /' __ ,\\ ....... "'-/'O\l.~\\II'\\il.. '~. / ../ .- ......-- \O~ ,..\\ , ~~~ ,," .......~\:\\O.\\\C,c "~. ~ y-r 0 ./'" ~ :t\~" II"C " ,c"\~ <. ,,( '~~''''''''......--, ,.- ~ ,\\0<10 ,~I\' ,C' 'J . '.-"C., "0 ,,, " " ~ C,OI\' ~i'~ ~ ~ ./ <~t. "";" ''''" '" " ,~.,. / ./ .o~'o '0'" ,,,, ,,,, . /....7.: / "''' x.' '" 0". "" < ;, 'w-- ~~~~ e/ .. ~ ~ ope. \' \1\ \\\\\\ \\\c Il' ,/ 0; , vc"'"" ~ ~'v " .' 0' /, \" """.~. '/' '0" ."" . ,,,,,:.,,,~, ,,", ~~....-: , "'. -- 4" ". "',".." ~.-/ _ " % .' """ ./ Vy .". ,., <i" ,." /" / . ~ . ':"t " ..-y" _~7' \ O~ ~;~~~ ,,\I.."~ ~\ o\,\\\~ ~ fj--<' -"k.-/ ,/.,/ .-/ y', / <{\ <. "... , ,,(,\ ".' ".' /'. '-" "'" / ~. / O~ o~~~ ,0 11'<10 c\\ /~" -l~' ~ ~<I '~- ""\\...v,,'(. \\,1..', .\'1cC ,\\" ~r.tt . ee _ 'T- ,~ \> ~ .~~ ,..c ,,\<' ,,\ 211tf ~t. / -/ .-.J~,!'> ~ ,c~ ' \.\\O\o,I..S\ /, _ ~_Y-- _./._ . _\~ . --- ,,\\<10 \\\e '\\0' ~ \ _ ~.-/ ~Ol~ 0\' o,C' ,0' \'C\\ .\,\:IC \ ".~\\e "'~"''i ,,\'C . \')c'. ~~\\\ I,'C, C\., \~ \ .\\" ,\\_ ." r'\")\.';\ _...~_ \ \ \ \ \ , \ \ \ \ 'C,'r-0 ~0 I e~0(\' to"e C'r-0..... '(,'r-0 \ ~ "00 9 G' "at ^'_'''''~ ,.,. "." ,:0';.": ...o~\."O\.(\: ~&. , , .... .,. ". ... ," O' . .p' 0' "" .....' ,0 . · · · ,,,. " ",t> .,~~ ...... .. ... 0"'" .,0'. '" .. ,,<" ...,..... <0' . o' . ," .." 0"" · .". ..' ."p" ,,,,' .... # ,..". ~~<,~~~,.,~~ o';:'.''':~.,o.';~."J> ,,,, .' '" ,4",t> Co' ,0" ,..'".... .." .... ",0' ~: <0 ': .,.",;,'''';",. "',,,'~".' ." · .." 0 ~ 0< <"", '':....' .".';,........ .. .... "",.......".0'" ,... .0Vo.oo"."'. '" ..' .~~,,"t. ..,":.~.,.,. , ...,... .'0) &'(, .& ..,0909 "eot!\ 'C,'f' 'Q~"" ~'r-0;' I ) 'C,'r-0 ,'(,(\0.. f(-' ,.' l' ~ ~, ~.. .(71 . ~ -~\~ ~ -^" '\.'" " ,(. \,0' o'l'l~,';j;; CP~ '\~ ,'m . ~~\~ ~.~' ~,'Il' .e&..... C.. \ "'Q~~,~.'i!;:,"\"\<t . ""ll"~W :,,,1'.,, <' _." .",t'\ .., ,~'t~t:. .. ./.". " , \ ,., ,\' ,\ '0 \ ~. \\ \\ \, \\ \. '\ \0. \\ \. \. \ '\ \ \ ~. \ \ \ \ \ \ \ \ \ \ \ ~ 'I II II II V. MANAGEMENT PROVISIONS , 'I I, II " Any fiduciary acting hereunder shall have the following powers in addition to those vested in such fiduciary by law and by other provisions of my Will, which powers shall be applicable to all estate property and all income therefrom, be exercisable without court approval, and be effective until actual distribution of all property and income. II 'I I. I' ,I I ~ " 'I " Ii Ii il Ii (! 'I I, II Ii Ii (I I, II !J I, " I: Ii I' 1\ 'I I 'I II \1 ,I I, II (A) F'or the payment of debts or for any purpose of administration or distribution, the power to mortgage and lease, all or any of my real estate, and to sell the same at public or private sale for such prices and upon such terms as they may deem best, and to grant and convey good and sufficient title, without liability on the part of the purchasers to see to the application of the purchase or consideration monies. (B) The power to retain all stocks, bonds and investments owned by me, and to invest and reinvest without be,ing confined to what are known as "legal investments", and to sell and t.ransfer the same, whether in person or by attorney, without liability on the part of the purchasers to see to the application of the purchase or consideration monies. ( C) The power t.o borrow such sums of money as may be requi,red for the estate and to secure such loans by mortgages or by a pledge of all or any part of the estate. Persons or corporations advancing money to the Executor need not inquire into the necessity, expediency or propriety of such loans. nor see to the application of the money advanced. (D) The power to ( 1) participate in any merger or reorganization affecting securities held hereunder at any time; (2) deposit stocks under voting agreements; ( 3) exercise any option to subscribe for stocks, bonds or debentures; (4) grant proxies, discretionary or otherwise, to vote shares of stock. (E) The power to register securities and other property held by the appropriate fiduciary in the name of a nominee or in bearer form. (F) The power to compromise claims by or against my estate. (G) The power to make any distributions in cash, kind or both. I \' \: Ii II " , (H) The power to engage legal counsel, investment advisors, accountants, and other persons as they may deem advisable in the administration of my estate, and to make such payments therefor as they, in their discretion, determine. (I) The power to use administrative or other expenses of my estate as income tax or estate tax deductions. 2 . . . . 11 t- . , , . .., .~., ~\ .., ," \'t., ~ ' 'j ~l" -',Ii . I; ,I i " . ~~ ~ C\ C\ Ml~lll '~ " ~ ..n.. ::t,.- , ~ liitlCZ~~ l';o., e- O jB~~' ~' II< en l"'l ~ \ ill 0 . ~ I;l lh, E(~81 1". en . <l>! ~Iii' , ~ B 0 Cl E <l> l\i I ~ g,:E g,.- H -c-&j :ll U IUS 1: J&l .c::e~O ..... e- Q u :e . ~ en ~ c _.~-' CO""<INW~~~JH 01' r~-,NNmVANI^ OErAII .N' OF ,VENur . liCRO" HARnl!1 1I n,!'^ II 1'8 OfiOl I ~: 'I INHERITANCE TAX RETURN RESIDENT DECE:DENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUN! Y coO[ (LM~ ~IUM[lf:n fClflllA1L'iO! rJFlIlfl Ml Ulli'ljliul Ctll:C!( flrtH-' II II ~;f'OlJ:;Al 1------) .f'2-'i.hBllJdJC!JlLt;.i;.LMM!JL_- ___" _.'r.~~______'< FILE NUMBER nEV l~OO EX t U .941 C P 2 ~ NAME COMPLETE MAILING M1DflES!; R D .I am!,~~,__~~'-'.!ll.'():".LJ':S(~~.C.Q.__________ I RW IN, McKN IGH'I' & HUGHES ~ ~ THEPHONF.NUMRER 60 WOf>L Pomfrot. Stroot T 717-?/19-?1';1 Carllslo PA 17011 1, Real Estate (Schedule AI 1) ___' 8,OOQ."Q!) 2. Slocks ;md Bonds (Schodule 0) (2) Nono 3. Closely Held SIClck/Part"arship lnterost (SchedLllo C) (3) Nono 4. Morl~Jage5 and NolOS Receivable (Schodule 0) (4) --------~} 5, Ca\,h, Bank Dopo~lls It. Miscellanoolls Personal ProperlY (Sr.h E) (5) ==--215,6.21 , ., =; 6. Jointly Owned Property (Schedule F) (6) NOllO 7. Transfers (Schedule GHSchedule L) (7) ___' Nann 8. Total Gross Assets (total Lines 1-]) 9. Funeral Expense~. Administrative Costs, Miscellaneous Expenses (Schedule H) 10. Debts, Mortgilge liabililies.liens (Schedule I) 11. Tolal DoductlOns (total Lines 9 & 10) 12. Net Vallie of Estate (Une 8 minu5 Line 11) 13, Charitable and Governmental Bequests (Schedule J) 14. Net ValLIe Subject to Tax (Line 12 minus Line 13) 15. SpoLlsal Transfers (for dates of death after 6.30-94) See lnstruction~ for Applicable Percentage on page 2, (Indude valLles from Schedule K or Schedule M.) 16. Amount of Une 14 ta)(able at 6% rate (Include valiles from Schedule K or Schedule M.l 17. AmOllnt 01 Line 14 taxable at 15<>i~> rale (Include I/alues from Schedule K or Schedule M.) 18. Principal tax due (Add tax from Line 15. 16 and n.) 19, Credils/Sp Poverty Prior Payments Discount Intarest 0.00 ,_J2tQQO . 00' 1 ,000.00 0.00 20. If Line 19 is greater than Line 18, enter the difference on Une 20 This is the OVERPAYMENT. ~J 0 [Check he.. II you Ire ,eque.lIng I refund 01 your ove~plym!!l!:J 21. If Line 18 is greater than Line 19, enter the differenco on line 21 This is the TAX DUE. A, Enter the interesl on the balance due on Une 21 A B, Enter the total of Line 21 and 21A on Line 218 This IS the BALANCE DUE, Mike Chock Pa able 10: Re Ister 01 Wills, A ent . . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH · · Gndllf peni\ltllls oj perjury, I declilrfl thilll havo ll~clmlned this retwn, including i1ccompdriylng schedules ilnd !itdlamenls. ilnd to tho bost of my ~no....l!ld9H Mid bollel, 111~i trun, corrtlct and complete I declaw that allllldl flstillll has been tllportfld .'Illr.;E1 milrkat vahle DeciMation 01 pf-lparllf other than tha per!lonil~ ropf/lsontalivuls bil!\fld OOdll inlormatlon of ,'-!hlr.h prepdHlf hd!l ilny kllowlcdgll CAB H P L E P 0 C R C K 0 K P S 7.IY1-Ol!~6 D E C E D ~ DECF.DUll '~i NAMF iI-AS 1 , f'lf~~iT. AND Mlnnt.f. INllIAlI [}r:CE[)ENT'~; COM"L E r I: AO[JHF'i'. St.ooVO t' Emllli.l S, /,/, '! SIHl Lh Hill\OVO r S I.I'O(IC :mc~~~-;;f.'CUf'l~l;'~-~;~r~'-'-~" OAfE (;;; [JF.;T;:;--'-'}DATE'~~B-;~~~~~~ ell t' I bll n I PA 170 I :\ _~O_._I~ 1'iII:______:)8/? O~~:7__ _1~~~~~:.~~_ (~"],".L--<21,I!I!~() l:l.~J!.1.d-E-.--------.. ": ^r""c^l1I:~:::~::~::):"~~Mr "^':1~R"':" ":~~:~^~~ "O(~:':((ur:'_f1l1""ffl _ ^::~~RECEIV~=~'N';THU~',~!)~;'i x 1. Original Hctwn --02. Supplomontal HoIUm ----03. Remainder Return _ 4, limitod E~tille 041. Futuro Intere!lI Compromise (for dales of death prior to 12 13--82) . (lor dates of death after 12 12-82) [J 5. Fedoral btato Tax RelUm Required L~ 6. Decedont Died Testate 07. Decedent Maintalnfld 11 Living TrLlst () e. Total Numbor of Safe Deposit Boxes _____ (1\llac~?.eLol Will~__.~.._~~!.l.~~~.!(ust) __~-. .----------~-- ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ._----_.~_._--_.__.~_.._-~-_._~- _.~----_._------_._---_.~~----- R E C A P I T U L T o N (8) 1,03,691.77 (9) ?'7,?'83,70 1,,701,.07 (10) 31,987,77 371 ,701,.00 10,000,00 361,701, ,00 (11)_ (12) (13) (14)- (15) 0.00 X 0.00 (16)_-----261,704.00 X .06 ' ?1 , 70? ,7..', ~ (17) 0,00 X 15 ,. 0,00 (18) ?1, 70?, 7.1,_ C o M P U T A T I o N (19) (20) ?O,OOO.1l1l 0.00 (21) ( 21A)----- (21B) I, 71l?, ?I,.. 0,00 1,702.7.1, . Albort W. Stooyor .Jr,--~---' ?43 S. Harlovor Stroet. ; Carllslo, PA ]lO]3 IRWIN McKNIGHT & HUGHES 60 Wost Pomfrot Stroot Curl Islo,. PA 1.1013 "# i/8/'78 F\lrm~;~7-<)4: Act 1/48 of 1994 provides for the reduction of the tax rates Imposed on the net value of transfers to or tor the use of the spouse. The rates as prescribed by the statute will be: .3% (.03) will be applicable tor estates of decedents dying on or after 7/1/94 and before 111196 .2% (.02) will be appllcabl'J tor estates at decedents dying on or alter 1/1/96 and before 111/97 .1% (.01) will be applicable for estllltes at decedents dying on or aller 1/1/97 and before 1/1/98 .Spousal transfers occurrln9 on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE SLOCKS, YES NO 1. Did decedent mal<9 a transfer and: a. relain the use or income of the property lranshmed b. retain the right to designate who shall use the property transferrod or Its income, ' c. retain a reversionary InlElrss!: or d. receIve the promiss lor lil001 either payments, benefits or care? 2. If death occurred on or belore December 12. 1982. did decedent within two years preceding death transfer property without receiving ads'quale con~ider(llion? If death occurred aIls! December 12, 1982, did decedent transfer propEl!ty within one year 01 deilth without receiving ildequato consideration? 3. Did decedent own an 'in trust lor' bank account at his or her death? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS 1$ YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. - '9~ '5 III N .- N /:, 0) ;:; ,'~~ 0- . -) ~ ;1:-, ,~ .' ' 'f ,,-.' 0 " {J) ~c ~ :,q F) ~~o) J~) ii> ~. .~"8 ~a Copyright (el 1994 lorm 90Hwara only CPSystems, Inc, x x x L x x Rev. IS!z EX t (193) GOl.4~~N,'XIVI\JH O{.e'ilm~:r!-~AN" ,lhlb'1!N'ibh'lfu'b'iiNT . TATIOF Emmo S, 9toovor ITIM NUMBER 1 9911 180- 12. ~15/,6 06/20/1997 DISCRIPTION Ilolvodoro ModlcoT Corp-:--'.----- 2 Emerald Drue, (l"ooorlptlotls Pl.... Pr TOTAL (Also .nl., on Iin. 10. R.capllul_,lon) (If more space (s needed,lnsert addilion~1 sheets of same sile.) Copyright (c) 19~4 lorm !lollwafl'l only CPSystems, II1C, 3 Carllo1o ImagIng Associateo II lli 7724 - 9 I, Messiah VIllage, rosident: 1/00571010 5 Darlene Moyer To. Collector (80% of 1997 school taxeo) 6 William Phelen MD 7 Sarah A. Todd Memorial Home, res ideot 11237100838 Sarah A, Todd Memorial Home, res ideot 1/236100838 8 -.--------,-- AMOUNT 51, ,00 51, .1.5 8,15 2.1,5 1,192,57 37,85 2,692.90 661,70 Form 1500~rhllclul& I (Rev, 1,93) $ 11,701,,07 V. MANAGEMENT PROVISIONS II Ij 11 'I II II \1 , II It I i ,I Any fiduciary Ilctillg hereunder shall have the following powers 1.n addition to thoso vosted in such f iduoiary by law and by other provisions of my WHl, whioh powers shall be applicClble to all estate property and all 1.ncome therefrom, be exercisable without court approval, and be effective until actual t distribution of all property and income. (A) For the payment of debts or for any purpose of admin1.stration or distribution, the power to mortgage and lease, all or any of my real estate, and to sell the same at public or private sale for such prices and upon such terms as they may deem best, and to grant and convey good and sufficient title, without liability on the part of the purchasers to see to the application of the purchase or consideration monies. (B) The power to retain all stocks, bonds and investments owned by me, and to invest and reinvest without being confined to what are known as "legal investments", and to sell and transfer the same, whether in person or by attorney. without liability on the part of the purchasers to see to the application of the purchase or consideration monies. Ii I, II I' I (C) The power to borrow such sums of money as may be required for the estate and to secure such loans by mortgages or by a pledge of all or any part of the estate.. Persons or corporations advancing money to the Executor need not inquire into the necessity, expediency or propriety of such loans, oar' see to the application of the money advanced. 11 1\ I' il II I I I 'I I, (D) The power to (1) participate in any merger or reorganization affecting securities held hereunder at any time; (2) deposit stocks under voting agreements; (3) exercise any , option to subscribe for stocks, bonds or debentures; (4) grant proxies, discretionary or otherwise, to vote shares of stock. (E) The power to register securities and other property held by the appropriate fiduciary in the name of a nominee or in bearer form. (F) The power to compromise claims by or against my estate. (G) The power to make any distributions in cash, kind or both. i' " I' (H) The power to engage legal counsel, investment advisors, accountants, and other persons as they may deem advisable in the administration of my estate, and to make such payments therefor as they, in their discretion, determine. (1) 'l'he power to use administrative or other expenses of my estate as income tax or estate tax deductions. ,I 't I' I 2 " COfoStal(Hi BWlk, n,\ PO Un;..: 1'018 Pl1illldnlplliil P^ I q I 0 1'.7(110 September 17, 1997 . Core States Bank James D, Hughes Attorney at Law West Pomfret Professional Building' 60 West Pomfret Street Cnrlisle, PA 17013-3222 RIO: Estate of: Emmll S. Steover Date of Death: August 20, 1997 Dear James Hughes: In response to your letter, plense be advised that the 4d6edent held the. following neeount(s) with oUI'bnnk as oFlhe Ilnte of death I . DATE DATE DATE OF DEATH ACCR. ACCOUNT # ACCOUNT TITLE OPENED CLOSED BALANCE Th!.L Checking 1409980192 Emma S, Steever 08/18/95 1.163.96 ,00 Savings 1409980280 El\1ma S. Steever 08/18/95 1,658,06 ,79 I trust that we have been of assistance to YOll in this matter, Sincerely, CORESTATES BANK, N,A, :BnulbJ5J:6&vU.~___ Brian K, Harvey CJ. BKH/em/250 9497 (12f1l41 IN REF'L Y REFER TO: REPORTING SERVICES Fe 6-90-3-235 POBOX 1102 READING, PA 19603 610.655-3353 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUM'ERLAND Isl Albert W. Steever. ,Jr, _ __ __.u."...,.~________.__~' ,________ "___~~.. .0. ...-....-. -- ---- . --,' being duly ._~I>!.(lrl) d' according to law, dopo.e. and ..ys tho. h. i.Ltl1~.__Ex~c_\ltQ.L 01 the Estete 01 _ _.El1\I1l_~_ S '___ Ste~y_eJ:___...____..._.__~__.___ lat. 01 _ tho Borough of Carl.i~le _, Cumb.rland County, Pa" d.c....d and that the within Is an Inv.ntory modo by. Albert W. S..t:.eever, Jr,__ .._, the uld-- E~eS.\tt()_L~.________ of the .ntiro ..tato 01 uld decedent, con.l.tlng 0' all the p.rsonal proporty and r.al estat., ..capt r..1 estate ouhlde tha Commonw.alth 01 P.nn.ylvania, and tho' tho flguros oppo.lt. oach It.m 01 the Inventory reprosent it's lair value es 01 the dato 01 dacodont's death', 19 9~~_ . i!IvG-eidL~ufr;~~. -. ~rt W. Steever. Jr.. EK~r 243 South Hanover Street .+_.-.~-_.- -.-..-. .-------.------.-. ___ and .ubscrlbod belor. m., ~ ~, _ d! I , "" !, 1I Ii ':\,:1',[1. ! " i':'I['dlh!I,I, H[Jlnry l'lllAlc ("lrll'.lr,r,Of, ClJlIltllJllilll(!.COUllty My C()f]III.\~;:;lnrl txplrus Au" 14,1999 Meii*",:FtrmvIvlRl~ 01 /ob<rIeI HQ!\rLlBle.~ PA_J.i'.QD_______________________ Add,... Date of Death .---- 20 o.Y Q/L_____. .________1997_______....._____ Month Vur INSTRUCTIONS l?Q I, An Inventory must b. fll.d within thr.. month. alter appointment 01 p.rsonal repr..~.t~lv.. ~ 2, A supplement Inv.ntory must b. filod within thirty day. of dl.~ov.ry of additional es'.4\h. ::J< (, :!< 3. Additionalsheeh may be attach.d as to p.rsonalty or r.alty 4, S.. Artlcl.IV, Fiduciaries Act 011949, (, cb (.i :xJ:xJ ct>Pl Ie) 0 ,_._,~ ,-n c\ I'" I' (,) -. ~ -:\ .. ;:;. ~.". j;~ "'1:J N N <::> ...:,-- :::::. iJ>' a QJ .... rn "" .... '" " 1 QJ ~ ~ <1l .~ LIJ U . '" ~ < ~ . & :::> N 'H . ~ 00 Q., ~ 0 ~ . ~ 0 S I 0 LIJ .J:l 0 '" .. '" " . .... ~ j; Q., J Q., . E !IJ '" .... ... . Vl ;; rn 0 I ... ..J ~ 0 0 ... ~~ t!> ""' W 0 ~ ~ . k i' H N > Vl 0 ~ <'1 &l z o 0 ~ 0 ;ij - III Z QJ 0 .J. ll:i < .<:1 0 ... . ... A . Q., "0 ~ . rn . ... "t: ~ ~ 0 . ..Q ... H QJ e ."0 ..., ... . 0 j 0 - .& 0 u: Inventory of the real and personal estate of gnnnn HI Stoevor deceased _..._~-----------..-_.~....__..-----.--------_._--_._-.._~.,. . ~_.__..._._-- - ..-....-.. -'--""'~ .-- .~_.._...-- 1. Real Estate - 243 South Hanover Street, ca'rlisle Borough. Cumberland County. Pennsylvania. Deed Book 36. Volume "A". Page 1134.. .... . . 2. 1984 Ford Thunderbi.rd. . . I . . . . . . . , , . . . . . . 3. coreStates NA - Savings Account 1/1409980280. . . . . . . . 4. coreStates Bank NA - Checking Account #1409980192. f, ,. . . . 5. First Nationwide Mortgage - GNMA~oql ,~5Q31cD. . . I . . . . . 6. IF(JP Corporation - Consolidated Capital Properties III. 10 units. $34.00 . I . . . . . . . . . . . . . I . I . . . . . t . . . . . 7. Investors Life Insurance Company of North America - Annuity Contract #303R000003976 . . . . . . . . . . . . . . . . . . . . . . . . It' . . . 8. Investors Life Insurance Company of North America - Annui.ty Contract 1/303R000003975 . . . . . . . . . . . . . 9. Merrill Lynch ~ Account #890-75788 , . . f to . . TOTAL. . '. . . . . " " " II . . " . . . . '::' ....-.- . . 188,000 00 1.000 00 1.658 06 1.163 96 1.644 93 3/,0 00 16.683 23 16.683 23 176.518 36 403,691 77 /S ()(i) I 1...> *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF IHOIVIDUAL TAXES INHERITANCE lAX DIYl$ION DEP1, Z80601 HARRISBURO, PA 171Z8-0601 HOT ICE OF IHHERITANCE TAX APPRAISEMEHT, ALLOWANCE DR DISALLOWANCE DF DEDUCTIONS AND ASSESSNEHT OF TAM m-Im u ." c".m JAMES D HUGHES ESQ IRWIN MCKNIGHT AND HUGH 60 W POMFRET ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-20-1998 STEEVEll 08-20-1997 21 97-0826 CUMBERLAND 101 EMMA PA 17013 i E~~ount R..~!.t.d MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT AI.ONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV: ijiii-EX--APji-CO"9= j;Y"iii'ificE-oF-INHEififANci-YA"x-A-ppiIAisEiiiii'r;-AilowANCi-OR------- ----- ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EMMA S FILE NO. 21 97-0826 ACN 101 ESTATE OF STEEVER DATE 07-20-1998 TAM RETURN liAS I I X I ACCEPTED AS FILED I ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL R"'ETliR'N 1. R.el E.tete (Sohedule Al 2. Stook. .nd Bond. ISohedul. B) 3. Clo..ly Held Stook/P.rtner.hip Int.r..t (Suhodulo C) 4. "ortg.OII/Not.. Receivable (Schedule DJ 5. C..h/Bank Depolits/Hilc. Perianal Property (Schedul. El 6, Jointly OWnod Proporty ISohedule f) 7. Tranlfers (Schedule OJ 8. Tobl As.eh (1)_188.000.00 (21 .00 (3) . DO (4) . DO (SI 215.691. 77 (6) . DO (7) ,00 (8) NOTE t Tn insure proper credit to your IICCount, .ub.d t the upp.,' portion of this for. with your te>c paYMnt. 403,691. 77 APPROVED DEDUCTIONS AND EXEMPTIONS: 27,283.70 9. Funeral Expan.../A.. Coats/Hilc. Expan... (Schedule H) (9) 10. Debts/Nod...e Liobllitie./Li.n. (Sohodul. II (10) 4.704.07 11, Tobl Deduotion. (111 12. Net Volue of Tex R.turn 112) 13. Charitable/Govern.entel 8equeltsj Non-elected 9113 Trusts (Schedule J) (13) 14, ...t V.lue of Eat.to Subj.ct to To. (14) - NOTEI If.n ........nt w.. i..u8d previou.ly, lin.. 14, 15 .nd/or 16, 17 .nd 18 will r.fl.ct figur.. th.t include the total of ~ return. aw.....d to d.t.. ASSESSMENT OF TAXI lS. A..unt of Line 14 .t Spou..l rete 11S) 16. AMount of Line 14 te..ble et Line.l/Cl... A r.to (16) 17. AMount of Lin. 14 t..obl. .t Collet.r.l/Cl... B r.t. (17) la. Prlnolpel Tax Due TAX CREDITS I PAVMENT DATE 11-20-1997 05-08-1998 ~1 .OA7 77 371,704,00 10,000,00 361, 704,00 .00 X .00. 361,704,00 X ,06. ,00 M .15. (18) .00 21,702.24 ,00 21,702,24 RECEIPT HUHBER AA242481, AA270056 DISC:OUNl 1+) INTEREST/PEN PAID 1-) 1,000.00 .00 19,000.00 1,702.24 ANOUHT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 21,702.24 .00 ,00 .00 . IF PAID AfTER DATE INDICATED. SEE REVERSE FOR CALCULATION Of ADDITIONAL INTEREST. IF TOTAL ~IE IS LESS THAN .1, NO PAVNENT IS REQUIRED. IF TDTAL DUE IS REfLECTED AS A "CREDJT" (CRI, VOU NAV BE DUE A REfUND. SEE REVERSE SIDE OF THIS fORN FOR INSTRUCTIONS.l ~ s Rw Fl( (\i .'98 ,JUl, 27 1\ 7 50 OIL'! CUIT',t<, '<ill I'f\ P.l!SERVAlIDH, E...tOl .f do..do.1o .yl.. .. .r b.f.re D....b" 12. 19a2 -. If ."y futuro I"tor..t I. tho ..t.t. 10 tronoforr.d I" p......l." .r ..j.y.."t t. CI... . (ooll.t"." b...II,I.rI.. Df tho d...d..t .ftor tho "plraUo. .f ..y OIt... f.r 11f. .r f.r y..r., tho Co..o.w..lth h.r.by .,pr...IY r...r'.' tho rl.ht t. .ppr.I.. ."d ...... Ir.".f.r l"h.rlt.... ,.", at the l.wful Cia" B (oolll'lterlll) rate on lOll luch future 'nterut. PUIIPOSE OF NOTICE I ,. fulfill tho requlre.."1o of S..Uo" 214' ,f th. 1nherlt."" ."d [.t.t. 1.. A,t, Aot 21 .f 19"" (72 P,S. seotion 9140>' PAYMENT I ..t..h tho t.p p.rU.n .f thl. H.U.. .nd ,"".It with y.ur p.,,,nt to tho R..I.tor of Nlllo print.. on thO r".r" .Illa. -"Mak_ check or .oney order payable tOl REGISTER OF MILLS, AOENT MEFUND (CR) I A r.fond.f . to, oredlt, wh..h w.. not reo...t.. on tho ," R,tur", ... b. r.o...t.d by ,,,,,pl.UM ." "Appll..Uon f.r H.fond .f P.nn..l..nl. l"hOrltano' .nd ,.t.t. To," 'REY-I'm, ApnlloaU.n. oro o,.lIoblo ot tho Ofll.. of the Register of lUlls, any of the 23 ftev.nue District afflan, or by call1n,, the llpeol.l 24~hour an.w.rln. ""... ....b." f.r fora' or..rI"" 1n n.nn.,I""I. ,-aoo-,.'-"'.' ."toldo p."""I'.".. .nd within 100al tlard.bUrg area t717) 787-6094/ 1DDI (717) 71Z-ZZ!i2 (HearlnIlX.palrlltl Only). OIJECTIOMSl A"y por" I" Int.re.t "Dt ..U.ft.d with tho .ppra....."t, .1I.wono. Dr dl..II.w."OO of d.du,tlon.. or ........"t .f t., "",ludln. dlso.u"t .r I"tor.." .. .hDwn on thh Hotl" .".t .b,j..t within sMy "" d... .f r...lnt .f this MoUce bY1 OR --wriUen prot..t to the PA Oepl'lrt..nt of Revenue, Soard of APP08ls, Dept. ~810Z1, Harrisburg, PA ~-elect1on to ha'" the .aU.r d.t.rlllllnod at QudJt of the flOcount of the p.rsonal repreuntaUve, -~.ppeal to the Orphans' Court. 11lZ8-10Zl, OR A""IN ISlRATlVE CORREClIDHSI ,"ot".1 .rr.rs dhoo,.". .n thl. ........nt .ho"ld b. ..dr....d In orllln. tD' P' Ilop.rtoont of .".nu'. '"ro." Df Indl,'d"al ,..... ATTN. po.t ........nt ..vlow Unit, D.pt. '.D..', tI.rrl.bur., P' 1712a-...l Phon' 1711l 7.7-6..., S.. p... , of tho .oo".t "In.troo"'" f.r lnh"lt.no' 1.' ..t"rn for . .uld.nt Deoedent" (REI,f-15011 for an .)(p1allation of ad.lnlstrlltlvoh oort"ctllbl' errors. OISCOUNT s If any to< duo Is p.ld wllhln throe (3l ,.l.n.or .onth. .ftor tho d...d.nt'. d..th, . "" poro."t "Yo) dho.ont Df tM t.)( plld is alloN.d. Pf.NAl TV 1 lh. 1SY. to< ...,.... n.n-portl,lnoUon pon.lly 10 oo.p.lo. Dn thO t.t.1 .f tho t., .nd Inter..t .......d. .nd "ot p..d b.f.r. JonuorY la, 199.. tho first do, .flar th' .nd of th. .., ..n.." porlDd, lhh ".n-p.rUolp.ll.n pon.lty I. .pp..1.bl. In tho .... ..nn.r .nd In tho tho .... .1.. p.rl.d a. Y.U wo"ld .pp.., tho t., .nd Int.r..t that hiS blJen .......d os Indlcat"d on this noUc" INTERESTs l"tor..t I. ohar..d ...I"nlno olth firs' ..y Df ..II",u.n", .r nln. (9) .0nthO .nd Dn. (l) d.y fr.' tho dot. .f d..th. t. tho d.to of p....nt. To." whl,h b.o". d.llnqu"t b.f.ro .'on",,'y I, 1982 b..r Intor..t .t thO rot. .f .1' (.Yo) p.ro.nt p.r .nnu. o.'oul.t.d .. . ..lly r.t, .f ,OODI.', All t.,.. whl,h b.,... d.I'nq"..t ." .nd .ft.r Janu'rY I, .902 0111 b..r Intorost .t . r.t. oh'oh will ,or' fr.. c.l.ndDr "or lD ,.I.nder y.or olth th.t rot. announned by the PA Oepart.ent of R.".nlKl. Th. applioahle Intof"st rat". for 1982 throuiJh 1996 "rei '!!!t Interest Rat. DallY lnt.r.st Fflctor !!!r Inter.st Rate !!!l!!L lntorllt F.ctor 1982 20~ .000!tft8 1CJ81 CJ:J. .000241 1963 16Z .0004308 1')88-11J1J1 Ill. .000301 '9" HZ .000301 lCJ92 en .000241 1985 "Yo .OOU5E. 191)3-1994 1'1. .000192 1916 10iC .000274 191)5-19CJ8 9(. .000241 nnlnt.r..t Is calculated ay folitHlfsl 1I1'1'ERE8T . BALANCE OF TAX UNPAID X NUHBER or DAYS DELINqUENT X DAILY IHTEREST FACTOR --A"y Hotlo, hsu.d .Itor tho t., b.o.... d.tlnq".nt 0111 rofl.ot .n Int.r..' oalo"l.tI,n t. flIt..n (IS) d.ys boYond thO ..t. Df tho ........nt, If p.y..nt Is .... .ftor tho IntorOlt ".put.tt.n d.t. .hDwn Dn thO Notice, addltion"l In,.rest .Ult h.ollculat.d. nOi:"" Rei' p\ '9[\ JlJL 27 1\ '( :bO C\~'I' Gun I\. 'url \ ,/\ PURPOII! Of NoTICE I 10 fulfill thl r...lr......tt of section 2145 (b) of tM InhlIr1tenoa and Eltat6t law Aot, Act 21 of 1995. (72 P.S. Stotlon 9145). PA,,*"11 o.t.ch the top portion of thit Motioe .00 ,ut.lt ..ith your pay.."t to ttMI Register of W11l1 prlnted on thCl r.y.r.. .1d1. __ KIka c*k or IIOOOY ord_,. payable tOI REGISTER OF MILLS J AOEHt. REFUND (CA) I . r.fund of II hx credit ..y be requa>>ted by COIIPlatlng an "Application for R.fund of PlflfllylY-.la InMrltllf'lClI n Est.t_ lax" (REy-nU), Applications ara Ivallebl. at the Offl(lel of the Reght.r of tUUI, .,y of the 23 Revenue nhtrlot Offices or frOll U.. Depart..nt" Zit-hour .,.....rlna ..rvlel. ~t. for furlllordtirlntl In P.mlylvlIfl'. 1-800-36Z~Z050, out. Ide Pennlylvllf'tia .-J Mlthln 100.1 Harrisburg at.. (117) 781..e09tt, TOOl (117) 711.-2252 (Hearlng 1~1l1red OnlY). OBJECTlONSl AnY path In lntar..t not ..Usfiad with the a......."t of t.x .s shot<<! on this notice ..y obj.ct within sl~ty (60) dlys a\- r.ceipt of thIs ~tice bYl --wrlttlan protest to thl! PA Dapart..nt of Ravenue, Board of App..ls, Qept. 2810Zl, Harrlsbur" PA 17126pI021, OR H-alacting to heye th. ..tt.r d.ter.ined at eudit of tho parsonel rlpr.,.ntaUva, OR --.,~al to the Orphan,' Court. AllIUM" ISlRATlYE CORAECTIOMOI Factual error. "bcoyer.d on this aueu.ant .hould bu addr...ed in writing tOI PA D4tpartunt of R.venue, 'ura.u of Individual lax.., ATfNI po.t A..o....nt Review unit, Dept. 260601, Harri.bUrg, PA 11128-0601, PhOne (117) 787-6505. s.. p8G8 5 of the booklet "In.tructlon. for Inh.ritance Tax R.turn for. Re.idant DIIoadant" (REV-UOl) for .n axpllln8tIon of IdIllnlstratlvah correctabla errors. PEMAtTVI The 15~ tax una.t!!, non-participation penalty is cOIIpubd on th. total of the tax end Int.r..t ......ed, .,a not paid bafor. January 18, 19%, tht first day aftar the and of thcl taM ..nasty period. This non-participation f*lIlIlty it ~alable In the ..e eanner end In the the .... tI.. period .. you would epptIel tM tax .net Int.r..t th.t he, balan ......cd a. Indicat.d on thl. notice. INURESll For data. of death on or aft.r IO-3H91, P.nn.ylyania E,t.ta 18)( ba..d on the radar. 1 Estat. T.I< r.turn baCOH' deUnquflnt at tholt e)Cpiratlon of n,ln. (09) .onth. fr(lll the data of death. for dat.. of dea'h prior to 10-3-91, Penn.ylvanla E.tata Tax b..ed on the faderal E.t.to 'ax r.turn baCOltll' dallnquent at the expiration of elllht.." (18) .onth. froa the dete of death, taM" .mloh bile." delinquent b.fore Januory 1, 198Z baar Intera.t at the rete of ",ix (6in p.rc.nt ptr .~ c.lcuhtad at . dally rat. of .0001&4. All ta)(.' which bee... delinquent on oJr lIfter Janwty 1, 1982 ..ill be.r int.,'a.t at a ret. Which ..Ill v,,'y froa c.lendar y.ar to calendar y..r with that rete announced by the PA DaPert..nt of R.venue, The applioabl. intara.t rates for 1982 throuth 1998 arel V.er lnter..t Rlt. Dally Interest factor V.ar Interest Rate Daily lnter..t factor 1'82 2OY. .000548 1967 9Y. .000247 1983 16:': ,OO041ft 1'88-}991 111. .000301 19.- 11i: .000501 1992 9Y. .000Z47 1.85 lS~ ,OOU!i6 1993~1~ 7i: .000192 19M 10i: ,000274 1995~}998 9X .000247 .Hlnt.ra.t 11 OIllculatad a. fol1O\1flll IHTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINllUEHT X DAILY IHTEREST FACTOR --Any Motlee h.UCId after the t.x beoOll8S ckI1Jnquant ..Ul r.neot an Inter..t oalculatlon to fift"n US> dayS baYond the date of the ..........t. If pSyaent it .. after the Intare.t cOIIputatlon date mown on the Notice, Itdditlonal Intere.t ......t be 0Il1cullted, PURPollE Of NOTICEl PAY":"" To fulfill tM raqu!r...nts of Seotion lUffS (b) of the Inhtirltana. and E.tat. hx Aot, Aot 21 of 1995. (n P,S, a.oUnn 9145), Pet~h the top portIon ...v.,... I1de. - - "_I check or .one~ of this NoUel and loo.lt with you,' pay..nt to thl Raghte,. ot Willi printed on thll order pltyallle tal REDISTER OF MILLS, AD!>NT, REfUHD (tAl: A ...fund of . hll credit ..y ba ,.Iqu..tlld by (lollPIIUng nn "Application for Refund of P,nnlyl"ll'll. Intwrltancl and EIlt.t, Tax" IREV~1313). Applications ero avaUable at the Off lea of the RI"hte.. of N11l1, .ny oftha 23 RllIllnul Dhtrlat Offic:u or fro.. the DIPart..nt't; 24-hour anlNlrlng '11'11101 OUIlbllrl for forll. orderlngl In P,nn.ylvlIOl. 1~f10l)~]b2-2050, outlldlil Ilann.ylvllole and within local Hllrrlsbur, at.. (717) 787-8094, TOOl (71'1) 112-~nZ (....rJng Jllplllrld OnlY), OBJECTIONS, ADMIN- ISTRATIVE CQflRECTIONSI PE~LTVI INTEREST I Any party In Int.r..t not .etidl.d with the a.".....nt of tel< as .hown on thIs noticlI 1l8Y obj.ct wJthln .bty (60) daY' of r.celpt of this Notice bYI --wrltte" prot"lt to the PA D.p.rt..nt of R.VIIIllI., 10lll'd of App..I., O.pt. 1810Z1, H.rrisburg, PA 17128-1021, OR --el.cUng to have the .att.r d.t.r.lned .t .udit of the plIrlon.1 repr...ntRtlv., OR --.....1 to the Orph.n.' Court Factu.l .rrors dhcovar.d on this .n.....nt should be .ddr....d In wrlUng to: PA Uepart..nt of R.v.nu., lur.au of Indlytdu.1 hxa., AnNl Post A.......nt RlIvl.w Unit, O.pt. 280601, Harrisburg, p~ 17128-0601, Phone (711) 1a1~650S, S.. p.lI. S of the booklet "'nlt,'ucticnl for Inherltanc. Tax k.turn for" R..ld.nt Dec.dent" (REV-ISO}) for IKl lIl(planation of adllinlttr.U",.ly corractable .rror.. The 1$Y. tal< a..,.lty non-participation panalty is cfHlput.d on the tot.1 of the tax end 1nt.r..t .u....d, Met not paid bafor. Jllhu.ry 16, 1996, the Hr.t day IIft.r the .nd of the hx IlIlnIilty PYt10d. Thill non~p.rt1clp.t1on p.nalty is epp..lab1. In the .... aann.r and In the the .... tI.. p.riod tIS YOU would IIPP.al the hx and Int.r..t that h.. b..n .......d .. 1ndicltt.d on this rlOtlce, Additional P.nn.ylvanh E.t8t(l Tal< a......d as a rellult of a change on thll Fed.ral Estat. Tal< 01081ng letter beo,..... ditUnqua"t .t the el<p.lratlorl of ona (lJ .onth froB tho data the fln.l notic. of the .Incr.... In Fed.ra1 E,t.t. '8l< II r.c.ly.d. h)(e. which ble... dlllllnquent b.for. J.nuarv 1, 1982 h.." .Int.r..t .t tho r.t. of sob (6%) p.rcent per annut.t c.lcuht.d .t a da.lIY ret. of ,000164. All tal<.ll whloh bec... d.llnqu.nt on or .ft.r January I, 1982 w.l11 b.ar .Int..,...t .t . reta wh.lch will V'lI'Y fro. cal.ndar y.er to oalandar vear wUn that reta oonouncllld by the PA Depart..nt of RI"tnUII, The applicable Int.r..t rite. fOI' 1~8Z through 1999 er., '!!!! Intere.t R.t. Deily lnt.rut Faotor ~ Inter..t Rat. DaUy lnterut F~ 1982 ZOY. .000548 1988-1991 11% ,000l01 1983 16Y. .000438 199" 9% .000l41 1984 11% ,000501 1995~1994 11: .000192 1915 )3;: ,000356 1995.19IJ8 9% .000247 1986 10;: .000214 1999 7i: .000192 1987 9X ,000247 --Inter..t h oalcul.ted el followll INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Notle. I..ued aft.r th. tall: beCOHS d8l1nquent will rlflect IIn Int.r..t clllcul.Uon to fUt..n US) dl!VI beyond the delta of the a..I".lIOt. If p.y..nt .Is .ade uHer the 'nt.rest cOllputl1t1on dllt. lhown on the Notlc., addItional Int.r.st aust be calcul.t.d.