HomeMy WebLinkAbout97-00868
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SAIDI&, G\JWO.
slItJrr ,.
MASLAND
'UW,lilJl\IImI
<:NUllo, PA
LAST WILL AND TmSTAMBNT
OF
JAMlllS a. CAS!
1, JAMlllS G. CASlll / of the Borough oj! Carlille, Cumberland
County, pennlylvania, being of sound and dispoeing mind, memory
and understanding, do hereby make, publish and deolare this .sand
for my ~a.t Will and Teatament, hereby revoking all other Wills
and Oodicils heretofore made by.me.
B'nST
I cUrect the payment of my just debts and. expenseI of my last
i11ne.. and funeral from my eatate as soon after my death .1
con~~niently may be done. If there be no cemetery lot available
for my interment owned by me at the time of my death, I authorize
my perlonal reprelentative to purchase such cemetery lot with a
contraot for perpetual care, using therefore funds from my ..tata
in such amount al he shall eeneider neoessary and desirable, and
:I' authodze my personal representative to cause title to or
ownerShip of,suoh let .0 purchased to be vested in such perlon ae
my perlonal repr..eptative shall designate.
Further, I authorize my penona:!. representative to expend
funds, from my estate, in .uch amount ae my perlonal repr..entativ.
Ih.~l oonlider necessary and d.eirable for the purchase, ereotion
and inlcription of a suitable marker for my grave.
nOOND
I give, dlvise and bequeath my drop top de.k to mydeughter,
JAN. R. ,CASH, I further give, devise and bequeath ,my items of
i/ ·
--' -\ I
".(~; /.(..~ 'e.~f1- ,..:....--~"
(..-"/"/
9tl6e ~6, 1>1 .1.00 ~0d 6B~
~~nHS OOlng SIOI~S gev9-tv~-~1~
~P101 ~6, p1 ~OO
~0':aO\;fc:l
~SP9 ~p~ ~ 11.
.
SAJl)lS, GlJWO,
8HUW 41
MASLAt<lD
1& W.l\11h St,"'
Clll\llo. 'A
""UOI'\"l ",x-operty .. sndl be Q.etermined by my sxeQutoX' wit!} due
ng.ita for the p",aferenoe of my companion, MAAG~Ill'1' JlJN1ll PARK, and
an aqua). Q:\.vhion of my OASS fet,mily he:\.rlooml .nQ. personal
property 'oetwaen my children.
'l'IiIltD
,I giva, c1.avin ana. bequeath all the 'te"t, residue and
romainder of my estate as folloWS I
\1>.) p:\.fty (SO%) perdent to mY oompanion, MAAGARlll'l' JUNE
'JilARKI .nd
(9) Fifty \60') percent, in equal shax-es, unto my ohildren,
KA'l'HR'lNN A. tW\lIIAKlllR, W:tt.l'.IIAM G. CASE, l'IuaM M. OONS'1'1IN'l'
AND J~ It. CASlll, pet '$tirpes.
YOUR'l'lf.
I direQt that any and all inheritance, estate, and transfer
taxa. imposed upon my estate passing unr;!.er this Will or otherwi.'
ahall 'oe paiQ out of the prinoipal of my ~8sidUary estate.
rUTH
In ad.ditiontO the powers oonferrer;!. by laW, I authot'ize any
perlona:\. representative "(l.Qt:!.ng under this inst'tume~t., in
'hi./her/their absolute ~isoretionl
A. '1'0 retain in the form'rsoeivea., or to sell eithlilll l't
publiO or private sale any ):'8/10.1 or person"lpropertYI
B. '1'0 e:lt,eroise any options to subsoribe foX' ItookB,
~ond., or other investments,
o. To
join in any p:\.an of leUs, mortgage,
sl\:ohange, reorgani llI"don or forsoloeurs of any
. oonsol:l:dation,
/.J
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. "HV, 1600 e~ \7.01)
a, Supplomonlol Aolurn --03, Aomolndor AOlUrn
41, FUluro InWo.1 Comp,aml.o (for dolo. 01 doolh p,la, 1012.13-02)
Ifa, dalo. of doolll/,lIo, 12.12-02) 0 I, FOdo'ol E.lolo To~ AOlurn Aoqul,od
[]] e, Oocodenl Died Toalale 07" Oeoedenl Molnlolnod 0 living Truat 0 8, Talal Numb" of Sole 00 po. II Ba~oa
IAuooh co 01 Will) (Alleoh 0 copy of T'u,O --;:"l (",
A~~ CORRISPONDINCI AND CONPIDINTIAL TAlC INPORMATION SHOULD BI DIRIOTBD T ,.
NA'-4E OOMP,ETE'-4A"INa AaonESS
RaboL"t C, Suldls Suldls, Shut'[ & Masluntl
TE,EPflaNE NU'-4BEn 2109 Ma rkot Stroot .
1 3 -3/05 GU) Ill. P 1 0.1..1.
Reel E.lolo Schedule A
a, Slock. ond Bond. ISohedulo B) (a)
~, Claaely Held Slaok/Po~norahlp Inlore.1 (Sohodulo C) (3)
4, MO'lgogoa ond Noloa Reoelvable (Sohedule 0) (4)
I" Co.h, Bonk Deposita & Mlsceiloneou. Per.onol Propo,ly (Sch, E) (I)
e. Jolnlly Ownod P,operly (Sohedule F) (8)
7, T'onsfers (Schodule G) (Schodulo l) (7)
8, Tolol Groas Aaselo (10101 Lines 1-7)
8, Funerol E~ponaeo, Admlnlat,.lIve Costs, MI.celloneous
E~ponsoo (Schedule H)
10, Dobis, Mo~goge l'oblllllos, lion. (Schodulo I)
11. Tolol Oeducllons (10101 Llnos 9 & 10)
la. Nel Volue of BSlole (Llno 8 minus llno 11)
13. Cho,i1oble ond Govornmon"l BoquoalslSchedule J)
14. Nel Value Sub 00110 To, llno 12 mlnu. Line 13)
18. Spou.ol T'onsf"s (for doles of dealh oller 6-30-94)
S.. Ino"ucllons lor Appilooble Percenloge on page 2,
(lnoludo volu.. f,am Sohedul. K .r Schodule M,)
le. Amounl of Line 1410~oble 016% role
(lnoludo volueo I,om Sohedule K 0' Schodule M,)
17, Amounl of Line 1410'oblo 0116% role
IInclude values Iram Sohodulo K 0' Schedule M,)
18, Prlnclpollo, due (Add lo~ Iram llno 15. 16 ond 17.)
1', Credlls/Sp Paverly Prior Poyment. Ol.counl
+ 6,000.00 + 296,38
ao, If Line 191. reoler Ihon line 18, enler Ihe difference on line 20. Thl. I. the OVIRPAYMINT.
00 !Q!] C lok her. ou III rl uesUn I IIfund of our oVlr I ment,
al. iI Line 181. greoter Ihon llna 19, enle' Iho dlfforence on Llno 21. Thl.I. Ihe TAlC DUI,
A, Enler Ihelnleresl on Ihe boloncadue on line 21A.
B. Enler Ihelalol 01 Line 21 and 21A on Line 21B. Thl. I. Iho BALANCB OUI.
Ike C eok I Ib I 01 RI .. I
~ ~ BI SURI TO ANeWIR ALL QUIBTIONS ON PAGI a AND TO RICHICK MATH .. ..
Undor pen_lUel 01 po,miy" a,el.fo Ihlltl hIve ell.mlned Intllalurn, InclUatng .cCOMp.nylng IcheUulolJ.nd l'llernellll, .nd 10 lh. be.l 01 my I;noWltUge .nd bllllr. III'true,
co".ct'nd compl"I, l-dicl.r,lhat.1I f8.lell.11 hIS bl.ntepotled.t tfUI mllkel ".Iue, Oecl".lIon 1)1 ptep.rol other lh.n the pI'I"n,1 repreunllll"ll, bllfJd an III In'olm.llono'
whIch prep.ref hn any knowl.dgo, .
BiONATURE OF PERSON REOPONSIS'E FOR FIUNa IIETunN W illlam C, Coso DATE
2837 Jloaver 'l'ra 11
C,iurtYli,iit"," "oif - '/jif i,'ia '-:.... -,"" - -".".,...".. -,",.
Soldls, Shuff & MaRland
2.1.09 Market Stroot
ci.ini,;" Hiil',' 'rA" "i7iiii'" ..,.-..,. -.."......, -....
Form 1100 IR~Y, 7001)
Hi
II
J ,~) ,~) ICi-</
"
CO'-4HFPXhWtl&\l/ff',mvwcr~ANIA
HAnm.1i81ib ,Vk\91is.Ooo I
INHI!FlITANC~ TAX FlBTURN
RI!81DBNT DBCI!DBNT
(TO II PILBD IN DUPLICATB
"0" 11Mtll OF DEATH AFTSn 12/
ILA 1fI0UlJAI .
.flI: '
FILl NUMBER
lO1(lItEO~ f1EnE
2197,-0868
n
I
aBosOaNT'B NAMslI.AftI, l'I"SI. ANa '-410"1.1, INIlIAU
Cano ,Jurnoa G t
ooellA, OEllumT Y NU'-4PEn
202 -lit -1,729
OATS OF 1111I111
05/IJ/27
(:()u tYOOOIl
UliOIIUItNT'f1COMPl.r.TI1 AOtllU!HIl
.1317 NC7I:th I'Jtt Stroot
Cudl"!o, PA 170.13
U'-4
DATU OF DEATH
10/21/1997
COUIlI GUlllbul"J.,lnd
lIP APPUOAP,E) SURVIVINa SPOUSE'O NA'-4e I'ADT ,Fill" ANa '-41001.E IHIIIA') .OlllAL BEcunll v HU'-4SE"
AMOUNT flBCBIVOO ISEE INST ""llTIONS)
0.00
1, O,lglnal Aolurn
4. Llmilod Egl.,o
!
i
36,1.07, .13
NOnD
NonD
38,9.1.6,52
6,191.29
NonD
,
1-..)
(8)
81,2.1./, ,9/,
(e)
1.6 , 8/, 7,82
. (10)
5,26.1.. 21
(11)
(la) .
(13)
(14)
59,.1.0~
22,.1.09,05
59,1.05,89
. (18)
0.00 x
,
0,00
(18)
32,648.59 X .06'
.1.,958,92
~
(17)
26,/,57,~0 X .15'
3,968.59
(18)
5,927,51
Inlore'l
(11)
(20)
6,296,38
368,81
(21)
( 21A)
( alB)
0,00
0.00
0,00
?'~J.'Y
-
DATG a (J
3, 2+ ,0
"EV "lit! E~.+ 11.11/
OO'-4.~~_'YANIA
8CHIDU~1 .J
James a, Casu
'lTifM
NUMBER
SS 202..1.4-4729 10/2.1./.1997
NAMll ANP ADPRESS OF l3ENllFIOI^RY
ITEM
NUMBllR
A, TI~ablo BlqUlst"
\rI111iPm a, Capo
2837 Boaver Trail
Courtland, OH 11"'1.1.0
Jana R, Caao
4968 Cyp~oss Traoe Drive
Tampa, FI.. 33624
Kath~ynn 0, Hammaker
1776 Autumnwoocl D~ive
Meohaniosburg, PA 17055
Susan M, Constant
105 Plpe~ Drlvo
Pi ttaburgh, PA 1.523/1
Margarst Juns Pa~k
1317 North Pitt St~eet
Ce~liole PA 17013
N^ME AND AODR~~S OF BENEFICIARY
B, Chsrltsbll ond GovlJnmenlal Beq~ests'
2197.0868
REL^T10NSHIP AMOUNT OR
SHARllOP IlSTATE
l/lt of 50~. of
realdue
.1./11 .of: !lOr. of
residue
.1./11 of: 50r. of
rosiduo
.1./4 of 50r.. df
tosldue
NOli
duuGhter
dl\ughter
, dauGhter
friend
TC)TAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Alua anllJ on i1ne 13, Reco i1ul.i1on)
'(If moJO 8pacol.hlld.~, InRe~ addillanal .heel. of somo slu,)
Oopy'lg~1 (0) 1..~ '0"" .ollw.,. only opay.IOIn..lno,
50~ of ~ssidue
AMOUNT OR
~ OP ESTATE
.
0.00
FO'm 1800 O,h.dul. J I"'v, 1.17)
SlIll>9 r' "," .!, il.
,\ ", }i0'BOl;/d
SAIDlBt GUIDO,
SlttJFF &I
MASLANJ)
24 w, IUM....'
C&r\Illo, ~...
~~10i ~e, vi .~OO
WT W;J:LL AlID TIllST1\MBN'l'
OF
JAMIS 0, CASEl
+. . J1\M1ll80, CASlll, of the, Boroush of Carlisle, CUmberland
.
Oounty, J.lermsy~vaniar being of soun<l and diQpodng. m~ne:!,l1\Elmory
an~ undarstantlins, do hereby maker pUblieh and deolare th~s ae and
for my t.ast Will and Testament, hereby rovoking all other Will/i
, and Cocliails hera,tofore made by ma,
F:J;~ST
I direClt the J,ll!ilyment of my just debtfJancl e;K:panses of my last
illness ane:! funeral from my estate u soon after my death as
aonvenient ly may be done. tie there be no cemetery lot avaHlilile
for my interment owned by me at the time of my death, I authorize
my personal representacivll to purchaSe suah oemetery lot with a
contrllcl:. for pel;"pEltual .care. using tl~erBfol:'e funds from my estata
in suoh amount as he shail consider neoassary and desirable, and
I aUthOl:'he my personal representative to aause I:.itle to or
ownership'of such lot so purchased to be ves,ted in such person as
mY pel:'sonal representative shall designate.
Further, Iauthod-ze my plll;,sonal representative to expend
funds frqlll my estate, in such amount llB my. personal representative
shall oonBide~ neoessary ~nd de~irable for the purohase, ereotion
and insoription of .ll suitable mal."kel." for lilY grave.
~l!lCOND
I give, dsviee and bequeath my drop top desk to my daughter,
R. CASS. I further givB,clevi13B and bequeath my ~.tems of
William Qua
COHHIlHWUI III or Pl:HHIYIVAHI.
U"'AH1HLHl or Q[Y~HU~
11'!IUU or INOIVIOUAI lAIt:I
..~\, """
HA.oIUURO, PA ,III1HIOI
..
XNFORMAT~N NOTXeB
TAXPAVB~ ~BSPON8B
PU,I
ACN
DATI
~
NO, 21 - (11- f~?
9111217 12
OS~2S-98
p. I
s. c'
I -~IO.- J
4~
m'I'" u m O.MI
WIUIAM G CASE
2817 BEAVER TilL
COURTLAND OH ~4410
TVPll CP ACCOUNT
EST, OF JAMU G CASE ~ IAYlHOI
8,8, NO, 202-14-4726 CHaCKINO
D^T~ OF D~ATH 10-21-97 TRUIT
COUNTY CUMBERLAND 'ceMur.
ReHIT PAVMENT AND FOAHI TO,
REGISTER OF WILLS
CUMBERLAND CO C,OURT HOUSE
CARLISLE.I PA 17011
KeYITONe FiNANCIAL IN~, h.. p,.vl~td Ih, O,perl''''' _llh Ih. 1"Io'ull.n lI.lad uolow .hlch hu u.'" .... In '
oa'~ul.U". ttll pohntl., t'M dw.. Ttlll" -"'."cit Ihdl.... 'hl"\ 'h, ""th'ltf th, "IV' d.Gt~'f1t, VIIU IIlffl,.1I Jilin' olln,r(b'ntflClI.r~ ~t
thlt looount, If ~~f"l thll In'or.'U'im II Incorr.ot, plt..1 Ob,.ln wrHUn Oorru ton ,,,,,. 'hi flnlWl4ll'l In.UtuUo", IUloh a ctOP~
toth&. 'or.,And ,.turn 't to tht ebClvt addr..., fhlt ItClQ"Llnt It ,IMaht. In IClnnrfU,nfll with the Ir'iherlhnu hI! ~.w. of' 'hi cOII"C1r'twtalth
01 Pumhlv""I.., QU..1l0hl 'IV bl In..,,,. bv .,lIlnI1ll71 "'-UI7. .
COMPLITE PART 1 BILOW M M.M III RIVIRI. 81DI POR PILING AND PAVHINT INITRUCTIONS
,
Aooou~1 No, B71451 Dltl 04-02-80
h\lblhhld
2,452.26
16.667
kOT!!1 If t.~ ptvuntt fir' _adl ~'th'n thr..
tJ08 I 72 ()J tumth, of thl d'C1'CfI~tl. dlt\. af dl.thl
.16 vou IIIIV d'''UG\1 U,dltoO\Jl'\t of thl tax dUll
Anv Inherltancl tall d~. will biGO~1 dlt!nqUll'it
. . PO\lnUIl TI" PUI 61 . 31 "In. m '>nlh. Il\at thl .Ila .1 ...111,
mT" . " ''rAXPAVI!R IU!!lPONSB
[J 1"PAnu~I;:rO'~~8PCHlI wm: RII8ULT'tH:ANOPPtcrA,~,.~MtA88188"IN"',.A8I.D,.OH' 'fH~'!iOnOI.1
A. 0 thl ftbOtJI 'nforlilltton and tit. dUI II tlOrrlotl , ' ,
l. VOY I'lI'V chao.. to r..1t pliv.in' \4 thl ntthhr G' WUhwHh hta t;lophlf,P' Ull. 110UOI to 0""'"
· elIIOOlln', or Ivold In,"'''.' or ~ou ..~' Chlok bOil "A" andrt,urn 'hit I\C)UOI to thl AI,lIter Of
Wllh,and In o'flcll. ........nt NUl n. Illv.d by Uti PA nlPlrtllltnto' hVlnUI"
I, Iv( ThI OUOV' ...., h.. UltO .r _Ill be ,...,to~.'r.' il'd pal~ IIlth th! P"'rulv""la l"hI'llano', TI~ "~.,Z',.l C
JClJ I. b, IIled bV I~o ~oca.",". ""...nlluv"f-t::efJdr"lv( ~ f"11I~"{.I,..{ 17l~ ~....-.."~
c. 0 Th. 'bOV, Ir\fOf..\lltn lkJ.nvorrtt' MQ/o~I_Uand d.Cfu6Uon. "'''1 Plld, b~ \IOU.
You "",t ..,plotl PART 1.1..1 """lOr PARI i.!.J bel.... "~I
PA,8T If ~ou tndt.. I I d flrln a" rl II P 1m 0 a I ~OIJr ()FF1Cl~LUn ONLV:'AAF
l!J ralall.n.htp to d..adl"t I .IW:DEPAIlfHENl OPREVEN II ..
TAX RITURN - OOMPUTATION OF TAl< CN .JO~NT/tRU'T AOCOUNT, 'PAD ", . ( . ,,: "... .'
lINe ~: ~:::u~:t::~~::d ~ "" ...., . - ""(.;'~i/':'::,! .' i' ','. 'l
I. "lrOlnt Ta"lIbla S W $
~, A..unt IUb.llot to Tj,,, 4 4
., Oobh IIId DlduoUon. I . _ 5
,6, AIIOunt Tlwllbl. 6 6
7, Tad Rlt. 7 Jl 7
a, To" Duo 8 ,..8,'
Dine AND DIDUCTXCNeOLAXM,Il~
Aoo~uni a.tanol
Plroant h"abl1
AMount lub.llot to Tld
TOd Ratl
Jl
fo In,yrl prop'" qr,clU tCl ~Ovr liIuaaunt, t~o
(I) oopl.. of thh 'noU'11 flU" aoco"p.,w vc.ur
PIV.."t tn If\iIl' h.IHlr CJf wtUt. Hike IMok
P'~JbI' tol ""'.lIt,r of WUht A81"'II,
.K
[CHECK ]
ONE
BLOCK
ONLY
PlMT
DATE PAID
PAVEE
DESCRIPTION
AMOUNT PAlb
..1 ''"'" " u"' . .. ,,, '_~"''"' l
Undlr p'~lrjUrYI % d..II,a that thl faat. I haua r..artld ..... ara tru~
l' ~t>ll("rl'. ;"'~Ir, fltt,j'Iv,t11 ,1:"112 :!.oIf't'urvlol.
OOf",.*at lIIInd
s '.;{ 7/9 (
Ma~ ~? UU l~lUap
WI ll.tam CII".
::I::lU"l-J::IU-UI'IU.
.
I,
BENERA~ INFORMATION
rAI~UU TO RUPOND WILL RUUlT IN AN OrrlCIAl TAM A"!UHENT .I\h ....11...1. In"'..' ..ud on Info,ullon
luaI.,U.CI "V tn. 11"'"01" IMUtull.",
I. Inh.,l"nu ", h.eo"..-d.Unquln' nlnl I'OMhI ,,,., thl a'Ud'I'\'" dl'l of d..'h.
I. . 1.ln, 100'\.1"\ II ''''~I' IV 'I" '~O\Ith th. dUtd.M', ntlllt ".. ,ddtd .. . ".tle, of 0011'11I"111"".
4. AOtr:l~"" llnl'ludlnt tho.. h.ld blltwlln hI.;,b.nd.nd wlf.. wnt.h the d'C'!if.nt P\lt In Jql"' ".... wlthln OAt VII' prior to
d"ln Ir. fullY "Mlb" II ","_f,r"
.. .,..un', u"tHI,hld 10lntlY ...tWl.n hu,"1nd end wlfl .0" th,n cth. v.., pdor \. d..lh Ir. not t'~IIU",
.. A.'tun" htad bv . dlced,n' "In 'r~" for" '"~'htr or oth.r. Ir. '...~l. fullY,
-
REPORTING INSTRUCTIDNS - PART 1 - TAlCPAYER RESPONSE
a. ILOCK.. 11 U'It Infor..Uon .It. oOtPutl\lO" In th, noUIlt or. ~llrt.ot ,ml ~tdYo\lont ,re not b.ln, .1.1,", pUIOI .n "It"
In "lott! "A" of Pert I 0' tM "n'tlp.~." M...,O""" 110\1,"" ,I,n t~o ClOpl" Irtd ,,,hI" thl. ~lth yoyr ohtok 'or tl,e '!'Gunt of
,._ '0 the R"tlt.r of Mil I' af thi tOuntv ''''''uted, lht PA OIP.rtlll.nt af RiV'MiI wi U IIfUI .n offiol" u......nt
cror" UY'UU IU upon "C11lp, af 'he "turn trOll ,nl A."h'., p' WHit,
'1 ILOCK.' If thl ...., .,tolfltd on 'hit natllll ".. tI,," ar NUl bl r.,orUd .".. "M ".Id IIlth tht Pln"t~IYenll Inh.rltl"OI
"IC Rlturn 'H.d by thl dlotdlntl. r.,r","'I\lIII, pl"l In "X" In block ..." of Pert 1 0' U\f "1IMP.Vlr R"Ponlt" uoUon. 'I," ont
oop~ and "tllrn '0 the PA PIPlr,..,,' Of RIYlnut, .ur,,,,, of IIHlav'dU.a hM", DIPt UUOl, HtrfllbUr., PA U,,0-0601 In thl
'~Y'loPI proYldld,
I, '~OCIe C . If th_ n,Uct Inlpr.,\lO" I. lnoorfut andlor dlauoUcwu orl bllnt ohl.,d, Clhuk tthlok "C" end oo.pl.tl P.rU t and I
luor""" to thl 'n"ruetlon. b"OW, lie" \110 ClOt'll" 1Nid. ,ua." Uti. Iftth '1C1ur oh"k flU' 'h. .lIftU"t of ta. "ulttll tIJ tM 'h'tllt.,
0' Willi of tIt. OOynt't' Indlvt'la, 'kl PA PIPirt..nt Of RIy.nu. NUl I..ue 1ft alrl"l.l .........n\ (rorll REV."'" 1''1() upon rl"lpt
af th. r.turn fro' thl R.,I,t.r Clf Will.,
TAlC RETURN - PART 2 - TAX COMPUT^TIDN
Lue
I, Cntlr
HOllt
thl dltl \h' Icooun\ orll'n'l'v NI' "\Ibll.h'~ or 'l"ld In 'hi ~~nn4r Iwllttnt It d,.1 of dllth,
FOr I cI...d,nt c$~ln, Ifter '/11/611 hooun" ",hlClh tho d,udln' put In join nu,. Nithln ant <U Vllr of gutn ""
'ulbl' '\111'1 I' t,,,"'tr.. Iltllt.""r, thl" I. "" tJlohlslan oat to .lIutd ",000 per tran.'"'' r...rdll.. 0' 'Ilv "'1'UtI of
t~. "Dount or '''I nUlber of IOClOun" h. d. .
If . do..,bl. IIt'rl.k Cn. .",..." a.fora YlKlr tlrtt 1'1.1'11 In t~ ,.,drU. f'lltrt Ion of 'hll noUct, 'hi 13,000 uelu.lon
l\r..dY h" blln d.duotU 'rot t","ODun' b.,..,ou I' flporhd tty tht flnlno,.l I",Ututlo",
I., lnter thl 'ot.I bll,n" of thl..iount Inoludln, Int,r"\ ,oe,u.d to th. glt. of d"'~'
~ fh. Ptro"H 0' thl 1010unt thtt I. t,wlIIl. fo, tloh IUrY!YClr II dtttrlllln.d .. 'OIlONII
A. Th. flltUrtt "ullb. for Joint ....U ,It,tlUlhld flur, then one yur ,.,Ior to ,.,." d.udlnt'. dl,t"l
1 "DIVIDIIb IV, fOTAL HU/'l.tlt or
JOIHI OWHIRI
F.MlIIlCiII' . Joint ....t r.,'Ulrld
lDUL HuHBtR Of
IU.VIVIHO JOIHI owHtRI
In thl MR.' of tM cIIold.n' .nd tNO oU'U ".rlont,
nlVloED IV
Ie 100 . Pt:ACf.H' lA)(~ILE
I DIVIDF.D IV I (oHlIHI OWNeRI, OIVIDED 'V I (IlJIlVIVORII . "17 , 100 . \6,1X (mAUlt FOA IItlt GlJAVIVOAl
.. thl "erolnt tawlb'l for I"'" orlll\td within onl ,/.er of H'I' d.udlnt'. dutn Dr IOUU"" OWfWd b~ ,.,. d,ud.nt but hflld
In trut' for Il"Ioth,r 'ndlvlauIHt) (trut' blnl'IoI,r1I1)i
I DIVIOID'V IDm HUHllo Of .lJAVIVIHO JD1Hl ~ 100 . PLRtEHI TA~U\t
OWHEAI OR IRU.I IEHrF.lcl'A11'
tw."tll Joint teoount rUh'tlrtd I" th~ IlMI of thf dloedent and two othlr plr.onl Ind IIUtllll,hld w"hl" 01'11 v..r of eM..h by
'hi dtcUlnt.
I DIVIDlD IV I IIUflV1VOAIl . ,10 , 100 " IOK (lIKULE ,OA lAtH IUAVIVOIll
" 'hi ..ount ''*1'01 tD 'IN Oln. 4) It tll,'ralned bV ",,"lphl"1I thl 100Gl,M1t bal.no.
., ,nter t~ .ot. t l"t l;fIbU Inll d.duot on. U,\tct In fll,t J.
., lh. lI.unt ..".~ I \' nt') lI.dlt.,.Inlet bV tubtraotlnl t". dlbt. .nd cftckl.tl"'l "CU,,' it
" tflt" ,ht ,pprettll'l. 1 UM ret. (un, 1) II d.h,.lnld bllow.
A. Vat dl'" of .I.th Hllurrlna .fter 6/10/t,., thl t'lI r.t.. for ,renlf.,. 'A .pou." Ifl II follollll
" O.t.. 01 d"'h on ot .ft.r 111"" oncI before 111'" U'I retl It U.
" Dlt" of dl.th on or IU'lr II In ti',"'ftr' to IPOU'" wlB "I tlud II Oit hM reh.
Kotll ror d.t.. 0' duth prior to 11 I'" trln,f."1 to 'POUI.. er. t.nbll It U.
.. T"nlflt" '0 1ln..L ct..olndlnh 'nth,dln, ",hO', ..th., l '01"1, d'UlhU"L ur,ndOhUdten, '6>n"ln' 'IW,
d_"r-ln"MlI ,UpthUd and th.l, 'UUI "' tllClbl.. 11M Plrotnt ( X),
C. 1"1"11.,1 to aa ot"t,. lnoludlnt brother, 'lIhr, unCll', aunt, n,I'IMtol and 1"1'101'" t.",tb" It 'lft"n p.,unt (lilO.
D. , YOu ah'"91 'hi tlw r,t't p,.... ,p'C'fV your rla.tlohlhlp tv 'hi ~Iold'"' In thl 'rl' I'Itnvl~d,
I, ,he '..euM of t.1C aYI elIM.' al d,U'rll,,,,d bv lIu'tlfllvlt\t ''''UNtt t"lbl' (11nl 6) by thl tlM retl 111nt 71,
UIM I. b~ the p.tOIMt tUlbll (111'1' U.
IrN 'h. .~t tubJlot to tlM Uh\t ft."
CLAtMED DEDUCTIONS . PART 3
DEBTS AND OEDUCTIONS CLAIM~D
AUo..,"" dlb" .M dtductlonl 1ft "t.ra1ned .. foU...1I
A, YClu ""UV"I tllflon,ltlll for PIYI."" or thl ut".' ,Uft J'Cl I to IdIIlnhtrlUon bv .. per.MI.t 'II'Irldlntlttv. It hnufUol,"'
to P.y thl dtductlbll ,,"'.,
I., you .ttu.uv plld thl d,btt tHer ...'h of tM dlltod"" .nlt eM furn"h proo' Of pu..nt,
e Olb" bel"1 dlll.d 'UI' bt It..llld fully In Per'.t. If Mtdltlon.a IPac' l. n.,4td, uti pUan p.p" . ,It.. I 11"'. "rl.f af
"1'I...,,t ..y bl tlQuu"d by hi PA O.".rt..."t of RlVt",.,.,
T~'AYOOR ASSUTANcE
II" yOU NEED FU~THER OR AnON OR !lISUTANC&:, CONTAOT ANV
R GlSTBllllP WXL S, PA IEPA' TMENTOF REVENUE OUT CT. FFlCE
o ALL THE UREA INDIVID ilL T XES rAXPAYll' I U R NIT IN
HIIRRlSUU2G AT (71') 78 .g~27, TOOl (71~) 772*2252 (nEAi{~A fH~AIRED ONLY)
((i((
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BUREAU OF INDIVIDUAL TAME8
IHlII!RI1~CE lAM PTVlolPN
pePI, 110001
IIARR1BIIJIlO, I'A 1111'-0601
COMMONWIALTH OF PENNSYLVANIA
DIPARTMENT OF REVINUI
NOTICE OF INHERITANCE TAM
APPRAIBENENT, AllOWANCE DR OISAllOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
MAKI CHICK PAVAILI ANDRIMITPAVMINT TOI
RliGISTliR OF WILLS
CUMBliRLAND 00 COURT HOUSli
CARLISLE ,f'A 17013
CUT AL.!lliO .11111 LINI .. RITAIN LOWIR PORTION POR YOUR RICORDS ....
ftW: I.W.I'll'.~~li'-n':.,.n:jrIV16i.-cSlI-1;'Nili;(if1illcl'I-YA~. iill'.ftA-iii'Hiilt"-'~Lt"cSQ~'ltDI-'lill'-.."...... on. --
DISALLOWANOI 01' DIDUC'tION8 ANb A88188HINT 01' TAlI
18TATI 01' CASli JAMES G PILI NO. 21 97-0868 AON 101 DATI 06-22-98
,
TAlC RETURN WABI I I ACOEPTBO AS FIlllb ( lCI CHANGID SliE ATTACHliD NOTICE
~ISIRVATION CONOIRH'~O PUTURI ZNTIAIst . 811 RIVIRS.
APP~AISID VALUI 01' RITURN BASID ONI ORIGINAL RETURN
1, Re.l 81tlte eBohldule Al
I, 8tooke Ind Bondi IBohedul. BI
5, Clolel~ Neld Btook/Pertnerlhlp Interelt llohldule CI
~, HortQIVlo/Notl1 Reoelveble llohldule DI
I, Celh/Bonk pepollt./N110. Plrlohel Prop.rt~ (Iohedule EI
6, Jolntl~ OWned Proplrt~ (Sohedule FI
7" Trenlflrl (Soh.dule' 01
8. Tot,l A'lltl
APPROVID DIDUOTIONS AND IXIMPTZON81
9, F~'erll IMpenleo/Aa., Co.t./Nllo. EMplhlel (Sohedul1 HI (91
10, Dlbto/Nort8lve LllblUU../Llenl (Soh.dule II (10) 5,261.23
11, Totll Peduotlonl U1I lA.~nQ,nll
lB. Net Velu,e of T.M,Return UII 62,60PI89
15, CherUllble/Gov.rn.entll .IQUlltlJ Non-eleohd 91.15 Trulh eloh.dull Jl U51 ,00
1~, Net Vllut1 of ..tlte Bub.leot to TeM U~l 62,605 , 89
NOTII 11 In .",'...nt W" ~". ~.d pr.v~ou.1Y, l~n.. 14, 18 .nd/Or 16, 17 .nd 18 w~ll
rlofl1.ot ofI;1.lIur.. tn.t tno1ud. th' totll of &JJ.. rl'l:urn. .......d to d.te.
ASSISSMINT 01' TAXI
11; Aeount of Ll~ lq It 8poUII1 rete (111
16, A'ount of llnl 1~ tlMlble et llnlll/Clel1 A rete (161
17. Aeount of Ll~ lq tlMlble et ~Dlleterll/Cleo" Brite (171
U. Prlnolpel TIM Il\lt
TAX ORIDITal
PAYNENT
DATE
ROBBRT C SAIDIS
SAlOIS SHUFF AND MASLAN
21 09 MARKBT ST
CAMf' HILL f'A 17011
IlATI
ISTATI 01'
IlATI 01' DIATH
PUI NUMIIR
COUNTy
ACN
(1)
(II
(51
lql
ell
(6)
(71
RICRIPT
NUNBIR
DISCOUNT I + I
INTERIST/PIN PAID (-I
06-22 - 9B
CASE
10-21-97
21 97-0B68
CUMBERLAND
101
A.olln' ~'!ll h.d
,qo
3611D7.13
JOD
.00
381916.B2
6.191.29
",DO
181
13,347,82
,00 K .00.
34,42S,B9 M ,06.
28,182,30 M ,lB.
1181
ANOUNT FAID
TOTAL TAX CRIDIT
BALANOI 01' TAX DUI
INTlRIST AND PIN.
TOTAL DUI
. IF PAID AFTeR DATE INDICATeD, SEE REVERSI
FOR CALCUI.ATION OF ADDITIONAL INTeRilIT.
-'/
1.._
'*
IINU'U"'U',,,,
JAMBS
G
NOTel To lnlurl proPlr
orldlt to ~our e.oount,
oub.tt thl upper portlon
of thl1 for.,wlth ~our
tlM PI~Hlent,
81,214,94
,00
2,065,42
4,227,3&
6,292,77
6,292,77
,00
,00
.00
( IF TOTAL DUE IS lESS THAN II, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTeD AS A "CREDIT" (CRI, YOU NAY SE DUE
A REFUND. SIE RHUERSE SIDE OF THIS FORH FCR INSTRUCTIONS.)
"
~. 1:'0;(
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1S ,
.Ill R!
,.. r> .
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('-,::':-~
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~ .,
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U Vi ~~
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I
I'
I ,')' . ;)1 0- q
INHI!RITANOB TAX RBTURN
FlI!BIDeNT DeOBDeNT
(TO II filLeD IN DUPLIOATe
Q I
C'I'
.,_..J
r,Pl"lJ,~l~alr ouml AFTun le/1J!j,1 aHEO~ HURU
Jkooilllt~r\'ilOI1'I' O'AI'-4EO LJ
PILI NUMBIlR
RKV. If,?HX 1('.9~)
I
ill ~;:
COMW~~,~'~~~FP~~~A~A
HARRISI/ 8liti ,,,rn, ,.. 000 I
PBoppeNT'D NAMe (LAST, FIROT' ANP MIOP,E INITIA'I
Oasa .1 amllll G. .
DOOIAL SDOURITY NUMBPR PATE OF PEATli
202-14~4729 10/2.1./97
2197.0868
PATE OF BIRTli
05/.1.3/27
oou YOO D
PPOPPENT'8 OO'-4p,Em AOPliB'D
13.1.7 NorthPltC Stroot
(JudlBl.o, PA 1.70.1.3
u
Counl (Jumbor hnd
(IP APP(lOAB,P)'URVIVINO SPQUSE'S NAMP (,A8T.PIRET AND MIOP,E INIIIA,) SOCIA, SRCURlTV NUMSRn
A'-40UNTRRORIVRO (OIR IN8TRUPTION8)
0,00
O"glhol ReMn
LlmllOd Eolalo
R.molndor R,'um
(10' datu 01 d.olh p,'o, 10 12.13,02)
Fed.rol SalOlo To~ R.lurn Roqulrod
Talol Numbor of Safo Oopo.1t Bo~u
a. auppl.monlol ROIu)n
41. Fuluro Inlorool Comp,a,nlao
(lor daloa of d.ath ollor 12.12-82)
Doood.nl Dlod Tealale 0 7. Oocedent Molnlalnod a Living TrUBt
(Allaoh co of WilD Altaoh . co cf TrUBt)
II ALL ~ORRI8PONlIIlNOI ANI) CONPIDINTIAL TAlC INPORMATION 8HOU~D B,I DIRICTII),TOI
NAMa OO'-4P,PTU '-4AI(lNO AOORnS8
Robert C, Suldls Su.ldls, Shuff & Mosluntl
mpPflONaNU'-4BER 2109 MUl"kot Street
, I. 3.3 5 Cu, P .1.
. Rlol olale Be . u I A
a. Slock. and Bond. (Sch.dulo B)
3, Cloaoly H.ld Slcok/Po,lnor.hlp Inlereal (Soh.dul. C)
4. Marlgagn ond Net.. R.oalVobl. (Schadulo 0) (4)
e. Co.h, Bank Dopc.ItB & MI.~olton'olls P,rooMI P,op.~y (Sch, E) (e)
e, Jointly Qwnld Properly (Sohldule F) (e)
7, Tron.fll. (Schedula G) (Sohedule L) (7)
8. Total GIOas Aosele (IO.lal Line. 1-7)
8, Fune'al s~ponao., Admlnl,',otlve Coola, MI.olilanoaus
E~p.nao. (Schedule H)
10. Dobl', Mortgage Llabllltlo.. lion. (Schodul.D
11, Tolol Deduction. (10101 Line. g & 10)
la, Not Valuo 0/ E.lale (Lln. B mlnu. Lln. 11)
13, Charitable and GaV.mmenlol BeqU.al. (Schodule J)
14. Nil Value Sub ocllo To' (Line 12 mlnua Line 13
le, Spouaal Translera Ifo' daloa 01 dealh aller 8-30.94)
Sle In.lruotlon. fa' Appilcoblo Perconlage on p.ge 2,
(Inoluda valuoaltam Sohedule K or Sohodulo M,)
le, Amounl of Line 14la~oblo .1 8% ralo
(Includ. valuoalram Schedule K 0' Schedule M,)
17, Amount ofllnl 1410~..ble ot 15'/, rail
(lnoluda valu," from Sohedule K or Schldull M,)
,18. Prlnclpallo~ duo (Add ta~ 110m Lln. 18. lS .nd 17,)
.18, Credll'/Sp Povorty PIlcr Payment. Ol.counl
+ +
20, If llnelBlo reeler Ihan Llnl 18, onler thl dlfforence on llnl ~o, Thiel. Ihl OVSRPAYMINT,
I:El 0 C tQ~h"t f ouert" u..Un a rt und of our ovtt 0 mint.
al. II lint 181a greale) than Line 19, enler Ihe dlHa'~nco on line, 21. Thl.I.lh. TAlC DUI,
A. Enlellhl Interaal on Ihl balanc. duo on .Llne 21A,
B. Enllr Iho lolal 01 Line 21 ond alA on llnl 216, Thl. I. Ihe BALANCI DUI,
.CooP .01...10 I I
~ ~ BI SURI TO AN'WIR A~~ QUISTIONS ON PAGI 2 AND TO RICHIOK MATIl .. .. ' .
It pena It 0 p'f Ilry, _ _ 10 Ii _ I ..1)1 m _ . r. urn, n<l ng Iccomr.'.ny no ,c . U II '. . emen It . Q "'lil 0' tnY knOWltage ana belle' ,II I. 'rlJ8.
cOIf.ollnd comple'I,. dtel',' th.I.1l r.II.,'lte h.. be.n reported II hue milk., Vi u" Plclat.llonol prepafff othe, thin thl pilla".' ttlp"ltntlUvlll ba.ed on eUlnform'lIon 01
which pllpa'lt h...nykIlOW1edOI,.. . .' . ,. .;,' . ,.
~ f f'~ --....,.--
SIONATURE OF PBRSON RBBPoNbIB,a POR mlNO RETURN Wi 1.1.lum G, Cass DATE
, 2837 BOUVDl" Trsi.1.
ooii;ti"a:ncl,' 'off' '41liji6'.' ,'",.......""..,.,.....
Saitlis, Shuff & Maslund
2109 Mal"kst Stroot '
Oarn" Uti F' 'PJ.:' 'i 7i'ifi....."',.,",.....".,',.,'
De,
__8.
. ,.
!
i
Nejno
Nons
Nons
None
N'me
110,120 i 30
;L:'l
(')
(Ok., .
0.0
. "
, JI\,
1,1' ~0,120,30
~
I,
~,-t
(a)
ri,.
Ji ;:';
NailS
(10)
None
(11)
(11)
(13)
(14
0,00
/,0 ,.1.:7.0, 30
40 .1.20,30
(le)
0,00 lC
0.00
r.
(la)
40,120.30 X .06:
2,1,07,22
i
(17)
0.00 X ,16:
0.00
(10)
2,1107,22
InloreBl
(10)
(ao)
0,00
0.00
(81)
(elA)
(21B)
2,407.22
0,00
2,1,07,22
~'''/ ~,... # 1'~
OA1E
? /,- (1&
Fo~~
ITeM.
NUMBIA
. ,
80HICUL.1 J
o
,Case sa
.4729 10 2 1997
NAMB AND ADDRBSS OF BeNeFICIARY
2197.0868
RI!LATIONSHIP
lion 1/4 of 50X of
ru idue
dllullhter 1/4 of 50X of
,ruidue
daughtsr 1/4 of 50X of
res idus
daughter 1/4 of 50X of
res idue
friend 50% of ruidue.
A, T"obll BlqUoalHl
William O. Can
2837 Beaver Trail
Courtlllnd,OIi 44410
Jane R. Case
4968 Cypreell Traoe Drive
Tampa, FL 33li24
Kathrynn C. Hammaker
1776 Autumnwood Drive
Meohanioeburg, PA 17055
Susan M. Constant
105 Piper Drive
Pittsburgh, PA 15234
Margaret June Park
1317 North Pitt Strset
Carlisle PA 1701
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARe O~ I!STATE
B, Chorllabll ond Govornmanlal BlqUoal1l
.
0,00
TOTAL CHARITABLE AND GOVERNMENTAL B QUESTS (Aloa In or on i1n113, RICO lIulltlon
(II moll OplCI I. noadld. Inaon addltlona' .hem of .ame "11,)
COPYfl,h' (01'"04 fOlm lollw.'. ani)' Op.....l.m.. lno.
'.,m 1100 o,hO<lul. J (.IV, .,07)
,."...-
PA~HTI
Pet..h tilt t,DP portion 01 thla HoII.o ond .Ubtlll "lIh v.ur ponont oado p.Vol>lo t. tho n_ _ oddr..o
printed on tho rl.or.o .Ido,
.. H...I '.llOOk or ...... .rdor po.oIIla t., RRGIIT&R OP IfILLI, AG8HT,
REPUND '(CRII A.refund of. tlM artdit, whlahw.. notr.qu..ttd on thl TIM R.turn, "v bl r.qulttad bv oo.pl.tlnl In
"Appllootlon 'I.r Rllund .1 PIM..lVonlo I"ltrlt__ ond a.tot. To," IRaV-UII), ~ppll.otl.n. or. o.oUoI>la .t
tilt Offl.o 01 tilt Ro.lator .1 Willa. onv,.1 tho .~I Rovonuo Dlatrl.t Dfll... or Ir.. tho Doport..nt'. a.-hour
Inlw.rlng ..rviol nu.btr,for for.' ordering, tn Penn,vivant, 1~'OO.S61..0.D, outlld' Plnn,Vlvant,
_ "lIh1n 10..1 Horrl""'" or.. (717) 767-8094, TOOl 17I71 771-UUI 1I1.0rlt.. lopolred onlvl,
IIIPLV
TO.
DI"0UH1'
PlHA,TV,
IH1111101.
QUeltlon. r...rdih9 error. aonttined on thi. notlo. .hould b. addrl..,d tnl PAD'Plrt..nt of R,v,nue, aut.iU
of Individual TIM", ATTHI POlt A.......nt Rtvl.w unit, Plpt. e.0601, H,rrl,burg, PA 1712a-0601, Phone
(717) 707-6&01,
If MlV tlX due it paid MItMn thr.. el) a,llndtr .antlt. tft,r thl d.o.~.nt'. dlltl" . fiy. p.rolnt (1'0 dlloount
of,the tlM paid I, 111ow.d,
The 11~ t.H lenI.t~ non-p.rtlalp.tlon p.n.ltv I. o~ut.d on th..tatll of thl tlM and Int.r..t .......d, Ind not
p.id before J....rvl., 1996, thl flr,t d.v .ftlr the Ind of thl tlM IHIJ1l1h plrlod,'
Intor..t 10 .h.rood boglnnllll "Ith flr.t do. .1 dollnquon.. .r nino 191 ~th. ond ono III do~ Ir.. th. doto .f
dllth to thl d.t. 0' plvunt. TlMII whloh b.tI... Hlln..-"t b.for. J.nulrv 1, 19.2 b.I" ,'nt.r..t .t the rlt. of
.IM (6Xl perolnt per .nnuI olloulltld .t e d.l1~ r.t. 0' ,00016~. All tIM" whloh b.o.., d~llnqUlnt on Ind .'tlr
JInUlrv'., 19.e N~11 bill" lnt.r..t It . r.t. whloh will Vlr~ '1"0. olllnder ~"r to oelindar ,v..r.wlth thlt rlt.
onnounoed b. thO p~ o,p.rtoont .f Rov.nu.. Tho oppll..blo Int_~o.t rot.. f.r 191e thr.ugh 199. o~o,
U!r Int.rllt A.t, 'bllh tnt.rllt "otor
VIII" lnt.r.1t ~.t. O,UV tnter..t F.otor
-
1917 9X ,01Oa47
19"-1991 m ,010101
19ge 9X .0IOt47
199N9,Q . 7X ,000lU
1998,1998 9X ,000141
19&1
1911
191.
1981
1986
.-tnterllt
tox ,0001.,
16X ,000411 .
IIX ,000101
IIX ,000116
lOX .00017.
1. o.loulatld I' 'allow'l
INTI..IT . IALANaB OF TA" UNPAIO " NUHBIR OF DAYI DBLINqUBNT " DAILY INTRRBST FAOTO.
--An. H.tl.. 1"U.d .It.r thO to, bo..... dOllnquont "III rollo.t ~ lntoro.t .'I.ulotlon ,. Illtoon 1111 dO.'
blvond'the dlt.D' the ........nt, I' Plw..nt I..ade .,t.r thl lntlr..t oOlput.tlon dlt. ,hown on thl
Hotl../ oddltlonal Intlro.t Ill.t bo .ol.ul.tod,
,
..
.,
,
"
N 1~ <.(
15 If) '\0.
J1 t...... .
,--, rr.
',i
\0
.-
d; ::j ;(\
1./ ('j
r", '}-:) " j,l
f; \\~ ~ dc9
&!ct:
.
,
,
6"',210~1'
BURIAU OF INOIVIDUAl TAMil
IHHlRIT~E TAM DIVISION
IJ(IlT, lU0601
ItABBIIIURO, PA I1IlU'0601
OOMMONWIA~TH OP PINN8V~VANIA
DIPARTMINT OP RIVINUI
:tNHIR:ETANOII TAX
STATIMINT OP ACCOUNT
(1
-
",",UP II mlU.'"
ROBERT C SAIDIS
SAIDIS sHUPF AND MAS~AN
2109 MARKET ST
CAMP HI~~ PA 17011
DATI
.18TATI OP
DATI 01' DIATH
PILI NUMIIR
OOUNTV
AON
l
MAKI OHIOK PAVAI~I AND RIMIT PAVMINT TOI
07-14-1998
CASE
10-21-1997
21 97-0868
CUMBER~AND
101
A~O\H1t Ra~11tld
JAMES
G
REGISTER OF WI~~S
CUMBER~ANO CO COURT HOUSE
CAR~IS~E, PA 17015
NOTII To Inlura propar oradlt to your aooount, lobolt thl uppar portion of thll for. With yuur tlM plY~lnt,
O~t A~ONO THI8 LINI .. RITAIN bOWIR POBTION POR YOUR RI00RD8 ..
r-W:lltb"f.il{'-A~lI'-r&y:nj""-."-jjiiii.fNlliR!YANarTl\l{'-IIt;i1fIHWf.b"-~b-D6{j,""iiijj."'-"'..__.._"'---
18TATI OP CASE JAMES G PII.1l NO. 21 97-0868 ADN 101 DATI 07-14.1998
THII STATIHINT IS PROVIDeD TO ADVIBI OF THI CURRINT STATUS OF THI STATID ACN IN THI NAHID eSTATI, BNONN BELOW
18 A SUHHARY OF THI PRINCI AL TAM DUE, APPLICATION OF ALL PAYHINTS, THI CURRENT BALANCE, AND, IP APPLICABLE,
DATil OF ~AST ASSESSMENT DR RECORD ADJUSTMENT, 07-02-1998
PRINCIPA~ TAlC DUE I..mm..
8.927,61
PAVMENTS. (TAX CREllIn;) I.
PAVMENT RECEIPT
IlA'rE NUM~ER
Dl-12-1998 AA242645
06-18-1998 REFUND
DISCOUNT C+)
INTEREST/PEN PAID C-)
296.38
,00
AMOUNT PAID
6,000.00
21,87-
'cj tl'l
'" r~ I.:{
1,1',1 .u.
r.~ :
,
co
N
~ tj
\. ,
Ci ','
'.U cr;
TOTAL TAX ORIDIT
IALANOI OP TAX DUI
INTIRI8T AND PIN.
. IF PAID AFTOR THIB DATI, IEB REVERS.
SIDB POR CALCULATION OF ADDITIONAL INTERIBT.
( IF TOTAL DUE II LESI THAN .1,
NO PAYNENT II REqUIRED,
IF TOTAL DU8 IS REFLECTED AI A "CREDIT" I CR),
YOU NAY BE DUE A REFUND. lEE REVERIE II DE OF THI8 FORN FOR IN8TRUCTIONI, I
TOTAL DUI
6,274,81
547,OOCR
.00
547,00CR
PAVtI!NT,
~PUHO (CR),
.'.
RUN,V TO'
DISCOUNT'
P~NALTV ,
INn~'"
Ilol...h lhe loP p.rUon .f IhhN.Uoo ond oUblo11 with ~.Ill' pO~llnl Ildl PI~lbll I. Iho n,," ond oddrl..
printed Of1'thl rtVlr...id,.
If RE"DENT DeCEDENT ''''0 .ho.k or ...no> ordor povoblo I., RBGlaTBR OF \Il~la, AGBNT,
If HON'REIIDtlNT DtlCEDtlNT ''''0 ohe.k .r ,""tV .rdorp,voblo 10' CoHNOHllBAl TH OF PeNNSYLVANIA,
A "'fund of . tile arlt-H, Whioh' w.. "at requltt.d on thl TIM Rtturn. ..~ b, r.qullt.d bV oOIPI,Un" ."
"AppllooUon f.r Rofund of Ponn,~'vonll Inhlrllonoo ond B.III, To,- ,(REV-ISm, .ApplloIUon. oro Ivolliblo 'I
Ihl Offlo, of Iho ROIhllr of Hllh, onv of ,he 2~ Rovonuo Ohlrlol Offloll or fro' lhe Ooporloonl" 24-l1our
anlNtring otrvlolnUMbtr. for for.. ord.rina. In Pennlviyante 1~aOOMS62-aOSO; outtlde pennlvlYlnl.,
ond wllhln I.ul Horr"buro oroo (717) 7a7"a094. TPDI C7171 712'1~a201..rlnO,IoPllrld .nIV),
ai.IIUon. r"IiIi'dln. trror, oontalned o~ thh noUol should b, .ddr....d to, PA'Dlplrt..nt of MIVlnue, aurtau
0'# tndJvlctu,l Tlue.., ATTNI Po.t-A.......nt Ravb" Unit, Dlpt, 210601; ttarrbbllra, PAl712a"p601, ph~n.
(717) 787-6aOB,
If any '1M dUI I. paid within thr.. (3) alt.ender lontha aft,,. thl dlaldlnt', dlBth, . flYt pltal"' ("0 ditoount
of the h~ peid h IUowleh
The 1Il( taM Nnut~ non-parUolpation p.na1t~ 11 ooaput.d on th. 'otal of tht tll( Ind tnter..' ....II.d, end not
Plld blforl .#Ifluary 18, 1996, the flr.t day aft.r thl Ind of thl hl4 .-n"'V p,rlod.
Int.root l.ohlrOod b..lonlno Wllh flrol d'~ .f ~.llnquon.~1 .r nlnl (9) ..nth. ond one n) dl~ fr.. th' d.t. of
d..th, to tht datI <<If pav.."t. ,nUCI, whloh bao... deUnqu,"t blfor, January 1, 19U b.ar Ihterl" at thl rate of
Ihe (6'" p.ro,nt pI,. ennuI ollOUlltlrd It . daUy ,.Itl of .00016,., All tll(tI Whioh b.ol.. dlU"qul"t on and ,Ulr
Janulry 1, 19'2 Will baar Intlr..t at," rat. "hioh),111 ya,.y froe oallnda,. W'1I,.to'oll.ndar yea,. with, t~ltratl
announold bY 'he PA bap.r~'lnt of "Avlnul. Tht epplloab1l1ntlrllt rlt~. for 19.2 throuah 199& .rtl
,Va.r Intlrl.t Ratl baUY Int.rllt Factor
- ;1
Interllt R.t.
OoUv Inlorool Plolor
VIII'
niB m ,00OSita 1917 9X ,0002it7
I'U 16X .0004,a 191.-1991 m .00OSOI
IU4 m , .ooom 1991' ' 9lC .0002.1 '
IUB m .00OSS6 1'95-190. 7X .bOOU2
1910 IOK ,000274 1"&-1991 ,x .000247
.-tnt.r..t I' oaloulatld I' follow.,
INTIRBS' I SALANoE OF TAM UNPAID M NU"~ER OF DAYS DBLINQUEN' M DAILY IN'SRBa' FAD'DR
-'An~ Notl., 1,'UOd of tor Ih' tl' b....o. d.llnquontwlll roflo.1 III Inloro.1 o.IOUlltlon t. flfloon (1&) dOVI
blllOM thi d.ti of thl l"IIi.I"t. U Plvlli.nt 11 .Idl aftlr thl IntII'll' oOIPUtlUon date thown on'thl
Hotlo.,addltion.l inttr..t IUtt bl a.loulftitd.
HAKI CHICK PAVAILI AND RIHIT PAYHIN'!' TOI
REGISTeR OF WILLS
CUMBERLAND 'CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THII LINII" RITAIN LOWIR PORTXCNFOR VOUR RIOORD8 ~
ftW=IIW".'l/'"A. ~p-cn-=nj"-N~Yi6""cS'-INili'ft. f~Wi-YAi-A1l'. ~~AYUilli'Nr--At'L-cSQ1\fiDi"b'lf""-"'--""----
. DX8A~LCWANCI 011 DIDUC'i'loNB AND AIII8SHI~T OF TAli '
ISTATI OF CASE JAMES G PII.I NC. 21 97-0868 ACN 101 DATI 08-31-1998
TAX RBTURN WAS I I X I ACOBPTBD As PILBD I I CHANBBD
RI811RVATION CONOIRNINO PUTURI INTIIRIIT . III RIVIRII
IIftPRAltIIID VALUI Oft RIITURN BAliD CNI . SUPPLEMENTAL Rl!TURN NO, 01
1. RI.l Bltlt. Isoh.dul. A) (1)
2, 8to~k. lAd Bondi ISoh.dul. BI (2)__
I, Clo..1Y Hlld8took/p.rtn.rlhlp Int.r..t (Soh.dul. C) II)
~, Hort",'I/Not'l R.o.lv.bl. Isoh.dul. D) I~)
8, C..h/Slnk D,pollt,/H1.o. Plrlon.l Prop.rtY Isoh.dul. B) IS)
6, 'JolnU~ olinld Prop.rb ISoh.dl/l. PI 16)
7, Tr.nlflr' (sohldul. 0) 17)
S, Tot.l AI..t.
APPROVID DIDUCTXQNB ANDIIXIHPTXONBI
9. ,Punlr.l BMp.nlu/Adlll. co,to/Hho. IMp.n... 180h.dl/l. H) 19)
lB. D.bto/Hort8l,IUabUU1'I/LI.nl ISohldl/h 1) (10) ,00
11. Tot.l D.duoUon. 111)
12. Nit V.l111 of TIM Rlturn (12)
11, Oh.rlt.bl./Oov.rnlll.nt.l B.qu'lt" Non-.l.ot.d 9118 Trl/ltl ISoh.dul. J) 11a)
1~, HIlt Vllul of Sltltl 8ub,l.ot to T.~ l1~) 99 ,226" 19
,
NOTII Xf.n ,..,ssM.nt WI' i"Uld prlviou.ly, lin.. 1~1 lS .nd/or 16, 17 Ind 18 will
rlfl.ot figur.. thlt inolUd' thl tot.l of 6kk r.turn. .......d to dltl,
ASBI18HINT OP TAXI
la, AlIIount of Llnl 1~ .t Spoul.l r.tl (lal
16. A.ount of llnl 1~ t,M.bl,lt Llnl.l/Cl... A r.t. (16)
17. A.ount of Llnl 1~ t.M.bl1 .t Colllt.r.l/Cl.I' B r.tl (17)
lS. Prlnolp.l T'M 04.
TAX ORIDXT81
PAYHENT
DATE
/ ,S-,.;J I () (1
BUREAU OP INDIVIDUAL TAXES
IHltEMITANCE TAM OIYIaIIlN
DEPT, .10601
ItAMMI8IUMO, PA 11111'0601
COHHONWIALTH OF PIINNBYLVANIA
DlftARTHIINT OP RIVINUI
NOTICB OP INHERITANCE TAX
APPRAISBHENT, AllOWANCE OR DISAllOWANCB
OP DBDUCTIONS AND ASSESSHBNT OF TAX
ROBeRT C SAIDIS
SAlOIS SHUFF AND MAS LAN
2109 MARKET ST
CAMP HILL PA 17011
DATI
I8TATI OP
DATI OF DIA'I'H
FII.I NUHIIIR
OOUNTY
ACN
08-31'"1998
CASE
10-21-1997
21 97~08611
CUMBERLAND
101
A.~unt RNl H.d
.00
.00
,qo
.00
.00';
.00
40j~20.30
18)
,00
,00 X ,00.
72,7611.89 X .06.
26,467.30 X .16.
l18l
RBCeIPT
NUHBBR
DISCOUNT 1+)
%NTIRBST/PEN PA%D (-)
AHOUNT PAID
06-16-1998
06-:l9~1998
07-23-1998
,
,00
,00
,00
i . O.
21,87-
2,407,22
547,00-
TOTAL TAX CIIIDXT
BALANOII OF 'I'AX DUI
INTIRI8'1' AND PIN.
TOTAL DUll
M IP PAID AFTS" bATS IND%CATED, SBE REVERSE
FOR CAlOUlATION OF ADDITIONAL INTEREST,
~*
..y.lt..n "'UNit
JAMES
o
NOTBI To Inl~r. prop.r
or.dHlo YOl/r looount,
IlIb~H lh. upp.r portion
of thla forlll wUh ~aur
toM p'~.lnt. "
40,120.50
.on
40 ,120,50
,00
.00
4.566,14
5,968,60
8,534.75
8,SIl4,14
19,41CR
,00
19.41CR
I IF TOTAL DUE %S LBBS THAN H, NO PAVHENT %S REQUIRED,
%F TOTAL DUE %S RBFlECTEO AS A "OREOn" ICRI. VDU HAV 8E DUE
A RBPUNO, BEB REVeRSE SIDE OF TH%B FORN FOR INBTRUCT%ONB,)
PAVttI!HTI
PoI.ch lho lop porll~, 01 Ihl. NOllo. ond .ub.11 wllh your p.v..nl ..d. p.v.bl. 10 Inl nOlO ond oddr...
printed on tht rlv.r.. .td,.
-,' If RliIlDlHT Pl!CEPl!HT ..... ohook or .on.v o,d" ..vllll. 10' REGIITftR OF ~IlLS, AGENT,
-- If IlON-RUIPl!HT DECEDENT ,.k. ohook 0' .onoy o'd" p'v.blo to, COHHONWEAl TN OP pENNSYLVANIA,
REFUND (CR)I A r.f~ of . tlM orldSt, whloh Na. not rlqu,'tld on thl TIM Return, ..~ bl r.qu..t.~ b~ aoapt.tlng en
"AppUOIUon for Refund of Plf1n.~1v.nl. 1nh.rltlnol IOd blbt' TI)C" (RUy,.1111), Applloltlon. Ir. Iv,Ulbl, It
ttt. Offlol of ,thf RISlbt,r of Willi, .n~ of thl as R.Vlnul D1.tr10t Offloll or fruI thl nlPlrtltnt" 14-hour
,"INlrlng ..rvlol nUMbtr. for 'or.. ord,rlnlf In P,"".~lY.nJ. 1-aOO-S62-20&0, out.id. P.nn.~lYlnl.
ond wllhln 100.1 ""ilobu,g .ro. (717) 717-1094, TOOl (717) 771-IIIE (H.orlng lop.lrod onlY),
RlPLY TOt QueIUont r".tdlng .rror. Dont,lnld on thh "oUOO 'hauld bl .ddr....d tOI PA Dlp,rt,.nt of AtVlnue, lurtllU
of Indlvhkltl TIM", ATTHI POlt A.......nt R,vilW unit, Dlpt. U0601, U.rrhburg# PA 17128"0601, phone
(717) 717-1&...
DI8COUNT, If .nv taM due Ie paid within three (5) oal.ndar lonth. .,t.r the d.o.d.nt'. d.ftth, . flv, purelnt CIX) d!.oount
~I lho t.. .,Id I, .llowod.
PENALTY' ThI 11~ tlW .-n..ty non"plrtJoJpltJon plnllt~ I',oo~uted on thl total 0' ~he tlM Ind, 'ntar..t .......d, Indnot
p.ld b.fora Januarv la, 1996, the flr.t dlv .ftar thl and 0' tha tlM BIn..tv periOd.
INTEREST 1 ' Intlra.t I. ahlrgld blal"nlng with flr.t aiy 0' dlllnquanay, or nlna (,) lonth. and ona [1) dlY frol th. d.ta of
death, to tha dlta of ply..nt. Tlwa. whloh ,b.ol.. dlqnqulnt ba,ora January 1, 19&t ba.,. Interllt at 1ha rlt~ of
Ilw (6X) peroent p,r BnnUI aalauletad It I dillY rata of .000.6~. All tIM.. whlah b.ol.. d'll"~.nt on endlft.r
Jlnu.ry 1, nee wUl bill" Inter..t It I ,'ata whlah NUt vlry frOM oltlndar YI.,. to allanda,. y..,. with that rltl
ennounold by thft PA Dlpartltnt 0' N,v,nu.. Tha Ippllalbl. lnt.r..t rat" for 19a2 through 199. '1"11
V..r Int.r..t R~t. Dally Intaralt,Flator
-
VI"r
tnt.ra.t Altl Dllly-tnt.r..t 'aotor
1912 lOX ,000&41
191a lOX .000411
1914 'IlX ,000101
'1911 ISX .000116
1911 lOX .000174
.-lnt.r..t 1. alloul,ttda. fol10w'l
1917 9X .000147
1900-1991 'IU .000101
199E 9X .000147
I9n-199~ 7X ,000191 '
1991-199. 9X ,000247
%NTIMI8T . _ALANDI OP TAX UNPAID lC NUHSIR DP DAYS DILIHQUINT X DAILY INTBREBT FACTOM
"-Any Hotl01 I.,uldlft,r the tiN b.oo... delinquent will r.fl.ot In Int.r..t oaloulltlon to flftll" [11) dlYI
blYondtht d.t. of tht'I.......nt, If plv..nt 1. ..d. Iftl" th. lnter..t ootputltlon d.t. .hown on tht
Hotlol, Iddltlonl. lnt.r..t lU.t b. c.toulltld.
:OMMONWBA~TH OF FBNNSY~VANIA
:oUNTY OF QUMBBRI.AND
}
III
ling duly IlW(lJ.pJ IGoordlng 10 16W, dOpOIDI and IDVI thai hi -IJI"L ~ -----
h~ 0/ tho elhto 0' _ fA)>!".! fJ-,. f!./I.?O_
I. 0' ~ '<<-~. t.t.__.jIIMfU.(()d- "_,_ , 'Cumberllnd Counly, Po" cjo.lUod 6nd Ihl" Ihl
ithln II an Invonlory modo by ~ ._ _ " Iho uld ;/</<.jJ.AiI tf;,t'JU2"
; th, onllre ....01' 01 told deoodenl. olnlllllng 0/611 Ihe perlonol pro"orty and rill OItata, exoepl rul OIh1e oullldl .
'. CGmmonwullh o/ponnlylvonlo, and Ihol IheJlgurOl oppollto oooh lIem 01 Ihe Invonlorv roprOlenlll'l fair valul
" of tho dolo of deoldlnl', death. '
U"a...dJlU) , G;, {M.JL.' ~
--........
i'. ,.
tAr;
191f
~~- ~~
huvlor. Adm (\hlulot
and lublcrlbod Ilolor. mo,
Mdt".
01 peath
(}"/~ JI--'
Mo.t.
In?
Yo.,
INSTRUC~IONS
An Invonlorv mull bo IlIod within Ihloo monthl alter oppolntmonl 01 porlon.1 roprolonhtlvo,
:, A \uppl.mlnl Invenlory mUlt bo fll.d within thlrly doyl of dllcovory,ol 6ddlllonalllloh,
I, ,o.ddltlonol Ihooll may be otlaohod u to pOrlon6lty or roally
\, . S.o ArtIGI. IV, FlduGlorlol Aol 0/ 1949.
,~
boo ~ ~ \l) ~ 1
~ .... ~
~ ~ .
.~
~ ~ ~ ~ .
~ ~ ~ .s IJ Q 01 f
It ..I .
Ll. ~ r ...
.
<l- Ll. ~ ~ 0 ~ ... ~
..., 0 to
.~ ~ ~..~ ~ ft
~ - ~ J
~
"tl
R
- .
i:
I oX
I .. .~ ~ oW
I ,. J
....
/1l #0
~...-",-~
J.N Tille [JOUR?' 01' GOMMON I'I.I~M ,01" CUMllroR~T\ND COUN?'Y, l'roNNBYloV^NI^
IlIECllfJ1'lm 01' WII,I,S
roBTNI'ro 01' I I
JAMros Cl, CMD:, I No. ~19'/"0060
Daueaoed I ') C
[,ate of Garllsle Borough I soolol Baa\IL"ity No, ~02"H..'4'1~9" :/,1
..........---....-.......
I NvrnN'rOR Y
i':-'
:LI
Cash and Bank '^ooounts j
I
~
1.
Finanoial '['ruot Company, Clhaoking aooount no,
1176000
Members FIt'st Federal Credit union, ohooklng
aooount no, ~9063"11
aoorued interest
Pli:llBCO, Cumberland county pOl1sion
Tax cut, refund
cumbarland County buriuI resorvo
Sprint ,refund
ClMAC, smart Lease settlement of aooount
, ~,109,90
2,
.'
'n
1-,)
I,O~~o,79
1, 18
7,831.0~
14 ,,90
100.00
10,63 ..
123,66
3,
~ .
0,
6,
7,
Stooke and Beourit!.wu
8, 200 sharDs, lIirtouoh Communications,
at 36.1070
,
9. 200 shkrss, IIT&T Corp., at ~9,70
10. 200 sharas, Delta Petrole\lm Corp" at
3,6075
7,237,50
9,950,00
73'1.00 "
~,a~8,13
~,737,50
Oi525,00
3,091,50
997,87
6,9~9,~3
L.JJl-4ll,
58; 452.-93
1~, 150 shares, Duquesne Wleotric, at
32,175
012. 200 shares Southern Co" at 23,6875
l.1, 200 ohares UClr corp, HOlding co" at
27,625
14. 216 sharea United Dominion Reilley
Truot, at 14,3125
15. Edward Jones, cash oooount "377"025~5-1"8
16, Prudential LIfe !nsuranae (estate 10 tho
bsnefitoiary)
17, VoteL'ans IIssoc., death benefit
TOTAL
IN THE COURT OF COMMON PLEAS OF CU~aER~AND COVNTY, ~E~NSYLVANIA
"
STATUS R~PORT U~DER RULE 6,12
Name of Deoed~nt, Jame~ Q, Ca~e
Date of Deathl ootober 21, 1997
Will No, 2197.0868
Admin, No,
Pursuant 'to Rule 6,12 of the Supreme Court Orphan~' Court
Rule~, I report the following with re~peot to oompletion of the
admini~tration of the above-oaptioned e~tatel
1. State whether admini~tration of the e~tate is
oompletel Ye~ --X-I No
2 ,
repre~entative
oompletel
If the an~wer' is No, ~tate when. the per~onal
rea~onably believes that the administration will be,
3 ,
If the answer to No. 1 is Ye~, ~tate the following I
. ,
a. Did the per~onal repr~~entative file a fin.l
aooount with the Court? Ye~ ____ I No -X--
b, '1'he ~eparate Orphan~' Court No" (if any) for the
per~onal repre~ent~tive'~ aooount i~1
0, Did the per~onal repre~entative ~tate ,an aooount
informally to the parties in interest? Yes -X--I No '
, d, Copie~ of reoeipts, release~, joinders and
apptoval~ of formal or informal aooount~, may be filed with the
Clerk of the Orphan~' Co~rt and may be att~s~ ,0 thi~ report,
Datel
~?/~ ;/
/r"
t-,
Name', Robert. C. saidiB, m~quire
I,D, No, 21458
SA-IDIS I SHUFF ,,& MASLAND
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
.:j'
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Qu
Capaoity' Per~onal Repre~entative
X Coun~el 'for Per~onal
Repre~~ntative