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WILLIAM R. BUNT
ATTORNEY AT LAW
P. O. Box 338
10G SOUTH OARLIILe STRIET
NRW BLOOMFIILOL PA 17088
TII. (717) 8h.8198
FAX (717) 8Ba.7821
WI~LIAM R. BUNT, I!lll,
OHRYRTAL L, PRoeURR, BIQ,
January 16, 1999
Ms, Mary C, Lewis
Regl8\er of Wills
Cumberland County CourthoUSEl
1 Courthouse Square
Carlisle, PA 17013
RE: EstatEl of I. Elwoo~ Nelson
No: 21-97.0881
Dear M8, Lewis:
Enolosed herein plea8e find two (2) cople8 of the Supplemental Pennsylvania
Inheritance Tax Return on the E8tate of I. Elwood Nelson and a check made payable to
Register of Wills; Agent In the amcunt of $472,05,
Please contact me If ycu have any que8t1on with regard thereto,
Very truly yours,
W1~R' Bunt
WRB/am8
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Make Clleck PII able 10: REGIS711ROf WILLS AGENT
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BY PLAOING AN ")(" IN tHE APPAOPAIATE Bl.OOKS
1, Old docodol1tl1mko 0 Irollslol olld: 'Yon
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"f/I' " .' I' ,. t" , . -. f
..l . '-'" ~ .=.C.!~7.L:dIC. . .,.I....~\T.. '. t.L__..__.______
",.. ."hl r .
'IUI""tt'IMI"i'~ ~1'..n."l..tlll'III.,UI.I"~U~II..ltllll''''IIl.., It\tflt"-lllt'tI 'tAt"..I~I~'ICI'tIlllhl,.,""'II""..,..,.."II'AIlI~l """,",." "'1,., IJI CN,
"-111I\ 11101,,,, k("." 'fit .
rUv'lIIUIllINI
.n"''''''''''I..,
rAlMMONW1IAL fII Of' "DNNRY! VnN'A
'NIIDRIIANCE tAX I\OWRN
SCHEDULE E
CASH, aAN~ DEPOSITS, & MISC.
PERSONAL PROPERTY
~Al.on. I elwQod
0881
In~uda Ihe prooeGdI 01 IlIlgalloll and the dete Iho l'IOC(Jod, wo,o IOcolvnd hi Iha ollnlo, All III0pollv 10lnUI.ownod willi Iho Ilohl 01 eUlvlvOI,hlp muel bo dl,oloeod 011 SchedUle r.
ITEM VALUE AT DATE
NUMBER DeSCRIPTION or DEATH
a e. a 01 0 ng aooo n 0,
(see attaohed statement) ,
Farmers National Bank (money market aooountno, 469)
(see attaohed statememt)
Cornerstone Federal Credit Union
(seeattaohed statement)
Perspnal Property
(see attaohed appraisal)
1966 Grand Am . sold by private sale
9. PA Life & Health Insuranoe . refund
1,666.46
4,036.31
3,616,00
2,000.00
760,00
217,00
24.00
i. 291.68
2.
3,
4,
6.
, '6: 1983 GMC Truok
(see attaohed appraisal)
7, Erie Insuranoe . refund
8, BI\.le Ridge Cable'Co, . refund
"
TOTAL (AIRO eolsl on Iloe 6, Recopllulallon) $
(11111010 epace Ie neDded, Inaort eddlllonol eheete of tho lame alze)
16761.90
Mnrk K, Kcllcl'
IUl, t I It\lli 64
Llllldlshllrll. I'll, 1711411
I'hollo 7119.3616
'_~~_.~m__,._.~...__~..._...~~___.AUCTIUNI~I\ll_UlEALES:t~n\.CUNI:iUL'J'AIS:t:
l'orSOllllll'rOIICI'ly AIIIII'lIlslIl
On November 19, 1997, I, Mlll'k K, Keller, nPllI'olslld the followlnu Items filr the estntllol'
Elwood Nelson, 29 Mt. I~ollk Rd" Newville, I'n, 17241: '
Arnnna roftlgcrnt o;r ............... ......... .................... ...... ....................." ......... .......- ................ ............ ...... .........$12 S., 00
L~lttOtl Inlorowa vo......... ......................... ............ .......... ...."............ .......... ......... .......-..... ...............................4 S, 00
fl.ots and pans ......0.............. ......... ....- -....~. .................. II .......,...~.......... ................... ..........-........................... .........,s 0 I 00
0lnln8 room tnble ,\."lth 6 chnlrs ..................................~.............................100.00
S het t' unit ................... .....,...... .i...... ............ .."":................."'...... ........................... ..... ....... ....... ....... ..........................5 5 I 00
Corner cupbonrd .. .... .........."'..~.. .."....."""...... ..".................'.;...... ...". .....,... .......... .......... ................ 15 00 I 00 .\:
'Braoket h\1l1P ........................ .............. .. ............... ..,~.... ............................ ............................................... ............ .,S 0, OO~
Cuckoo' '0 lock .................. .......... ".."................... .................". ~'.. ......... ................'.:........,......................"'"..........-3 S! 00
Mt\ple plant stand ........."""..,,....... ......................... ~....... ....... ........ ............. ........................."........ ......... ............25.00
Conso Ie s~ereo ........................ ........ ................"......... ......................................... .............. ...... ..... ............~' 1 0.00
COl1ch and love sent (l1oml desl!!n),............................. ...............................200,00
Bnd table ........................ ......."........ ...... ........,..... ...... .........;.,... ......... ...........~,...............................................,25 100
Co flee table ................... .....................................~........... ..........;........... .............."..\..................,.............. .................... 1.5.00
Windsor aha Ir 1"......."................"........ ........................... .................. ..............................." ......................":'....".........,8.5.00
S tu ffbd oh"ir wit h ot tbtnU n "":....~....................;.:... ................................. ........................ ................................... ........20.00
Ettd table .................. ......................... .......... .............. ........................... "........................... .;...................... ...................,20 I 00
Re.oltner......................................................................"'............................................................j,..""...............~'.....'30l00
Sh.arp color TV.................................................."...............................;................................................~........~.........I 00','00 )\(
Pana'aonlo V C. R ................... ........... .......... .................. ...... ..... ..... ........ ...................... ................................. ............4 S, 00
Ltvltt8 rootn lalnps .............................." .............. ... ............................. ............ ........................ .:.................-50. 00
Dark wood bedroom suit (double bed,. vanity with stool, chest 0I'druwets)...m.........27S,OO
LI8ht wood bedrOO"' suh (double bed, chest 01' drnwers, desk/bookcnse combination) .175.00)(-
Two drawer flle cnblnet ............................~......~..-....'"....'t...............~...~......................................................-35,00
E,tectro lux sweeper ............................ ..................... ..... ........'.;... ..................... .............................. ......oi .........8 S I 00
,May tag Wflslter' ..........................;................. ...........................;.;......".......... ........... ........,....".. ......... .................,50i 00
Ma)'tag dry~r..".................................... ......... ....................... ...................... ................... ........................;... ....."..........7 5 100
Ouk two draw6 r tahle .....,.................................."......"":........................'1"..........................................;.........,........)85 ,DO
Oak desk' ~..;.."..................................... ............. ............................. ........................................" .....................-7 S 1'00.Plaid cO\lclt.......................................................~.;.:................................................................................................10.00
Two love ~el\ts(blue) @ 10,00 ..................................................................20.00
CC!dar chest ............................................................................ .....~......... ........ ;.,...... ..'...... ........... ......"........ ........ ...;... 6S I 00
.,
.'
II ~ . 'II . "/
,I t" ,
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OfFICtAL U$EONl~
'~
' ~mv UOOliJ. I (1111
OOMMONWtlAl TII . PUNNSY'VANIA
l)(WMUMr.NT or RflVCNUIl
III'T. ~80tlOl
, 1
o~cr:omH'lJ N.MtE,lIA&l, pr\s,! NiD MlnO~(! ItmlAqlllO II ~anl, ~~ >>UPNlltp w1lI4.
N e 8 on , I: I w 0 ad
fiLS NUMuttA
'2 1 9
7 0
6
6
..6 2 6 3
01.11'.01' OfAHI
1 0 /2 ~ /1997
O.o\nOfhll\ttI.
o 6 /1
9 /1 9 3 0
fllIU HUUI1N MUG! at rlu,b IN llUI'UCAU; 1'11111 fill:
RBGISTeR OP WILLS
(IF MIPlICAUlIl) StJRVlVlNO $POU$O'6 NAMfi ILAsT, filIal. MID MIDOLl! I/lltlAlJ IlOCIAL SeCURITV tMUlHl
o 1. Orlglnsl Rolurn
o 4. Llmltod E,lalo
o O. Dacedonl Died Tellole IM",",,,,,OIW'I
o 9, llllgollon Proceeda Racelvod
IXl 2, SlIpplomonlol Rohirn
o 4a. Futuro Inloto!il Compromise (d~l. 6ldt,wl /11\1I1 11.12-81}
o 7. Decodonl Malnlalnod a living Trual,^""""",n""1
o 10, SPOLllsl Povortv Crsdllld",Id"d,bttw,on \1.31.11.", (.\.OIl
o 3. Romalndol RoWIn Id'O 01"'." ''''0 1/.13111
o 6. fodorol Ealolo To, Roturn Roqulr~d
_ 6, Tolal Numbor of B~le Ooposlt POXOl
o 11. EloollOn 10 la,undol Baa. 9113(Ali""""hol
^ "
Wlllam R. Bunt 1:8 ulre
fiR NA " Ilr Ap~.sblol 109 South Cerllsle Street
Law Offloe of William R. Bunt
~w'm 2~ ~~g New Bloomfield PA 17066
1. Roftl 8&1010 (SOhadulo AI 11) n~PIOIAlIJSE ONlV
.,
2. Slocks ond Sond, (Schedulo BI 121 7 , B 6 7 . 6 B
3. Closoly HO,ld Corpolollon, Partnorahlp Or Sols.Proprletorshlp 131
4. Mortg090s ~ Nolae RacelvablolSchedllls 01 (41, IiI
6. Caah, Bonk Doposlts & Mllcellaneoua POl1onnl PropDrty (61
(Scho~lIle E)
O. Jolnlly OWnod PIoporty (Schodulo F) (6) .iI
7. Inlol.Vlvoa Trnnslol1 & Mlseolloneous Non.Probslo Proporly (7)
(Schodlllo 0 or l)
6. Tolol Oraaa Auols (10101 Unes \.1) (6) 7 ,6 6 7 ; 5 B
9. Funolol Ex""n,ee & Admlnl'tloltvo Cosla ISchodulo HI (0) .'
10. Dabla of Dacodenl, MOllgnge LIsblllllos, & liens (Schodule II (10)
II. Tolol Peduollon. (10101 LIMS 9 & 10) 111) I 'I
1~. Not Volue of Ealolo (llno 6 mll1ul Line 11) (121 7 ' 8 6 7 /6 'B
I
13. Charitable and Oovernmonlnl Bequosll/Sec 9113 Tiusla 101 wh~h nn 010011011 10 IOK ha, not boon 1131
made (Schodulo J) ...-
14. Nol Value SubJeot 10 Tax Illno 12'mlnu, LIne 13) 1141 " 7 ,6. . 8 7 "'6 8
; .~
16. Amollnl olllno 141oxoblo X
~ o( Iho apouaftllU ralo , I dO 1151
Soell1alruotlona on rovome aide for appllOllble por~l1loqe
al 16. Amounl olllno 141uable 7 8 6. 7 .6 B X 06 1161 '.4 7 2 .,0 6
ft16% ra\e t ,
17. Amounl olltno 14 la,oblo X .15 1111
0116% ralO ..
16. To, Duo (16, 'f ,4 7 2 .0 6
19.
DATE /
1 /14 1f9
DATE
1--/11-1 '1
A!!cod.l!.l1t'e COI1.!Hloto .I\J!!lro8JIL.
IIII1UUI AI>IJIIEOII 29 M I I' k I I
olin ,00 ~oa(
allY NewVille
11
--riiTii'--=:J
,LI PA 1'1' 17241.
I
. Tall Payments and Credltsl
1, Tax Duo (Pogo 1 ~IIIQ 10)
2. Crodlls/Poymollls
A. Spousol Povolly ClOdll
B. Prior PaYlllonls
0, Dlscounl
(11
$4n06
\j
Jliil I" ;'!' I>
3. InlorosVPaoolly lIappllooblo
D,lnloresl
e, Penally
\~I-,
ClTi'
Tolol Crodlls (A + B ,. C I (2)
TolsllnlorosVPonlllly (D' g I (3)
4, IIl1ns 2 Is greoler Ihon line 1 + 11003, onlor Ihe dllloreoce. Thls.le Ihe OVI!RPA VMI!NT.
Ohsck box on Pogo 1 ~Ino 19 10 roquoet a relund (4)
6, IIl1no 1 + 11110 31s gloolor IIlOn IIno 2, onlor Iho dlllolOIlCO. TlIlslslho TA,X DUI!, (8)
A. enlSllho lillorOBI on Iho lox duo. (GA)
B. Enlsr Iho lolulol L1no 5 + M, Thlslslho BAl.ANce DUI!, (5BI
Make Check Pa 'ablSloo' REGISTER Of WIUS. AGENr
$472,06
$472.05
II 88 B T 0 Q I!BT 0 S
ElV Pl.AOING AN "X"IN THe APPROPRIATe Ill.OOKB
1. Old deoedenlmake a transfer alld: .. Ves
a. retain the lIse or Inoome of the properly transferred: ..................."........................."............,.~
b, retain the right to designate who shall use Ihe 'properlY transforrod or lis hlooll1e; ............."..
0, retain a reversionary Interest: or ""'"'''''''''''''''''''''''''''''''''''''''''''',,''''''''''''''''':'''''''''''""","", _
d. reoelve Ihe promise for life of either peyments, beneflls or oare? ...........,.."...........................
2, If death ooourred on or before fJeoember.12, 19B2, did deoedent wllhln two yellls
preolldlng dealh tranefer property wllholll recolvlng adequete oonslderatlon? If death occurred
after Daoember 12, 19B2. did deoedentlransfor propolly wllhln 01111 yonr of doolh wllholll
recelvlhg ade.quale c,QI1alderatlon? "., '" """11""" >It """""""""""" ."." ,..,.", ,.! .",,,,,'..,,,, ,...,..,..,.", 0
3. Old decedent own an "In trust for" or payable upon deelh benk aooounl or security
", ~11~I~e~el~:rn~:~:;:~' i;;;;I~id~~;' ;~ti;~~;~;;t' ~~~~'~~i: '~~;;~ii;':' ~~ ~'I'I;'~; 'I~;;';':;;;~b~t~' ;;;~;;~;i;'?':'.: '.: 8
IP THI! ANsweR TO ANV OP THe ABove QUeSTIQNS IS VES,
YOU MUST OOMPl.eTI! sOHeCULI! G AND PIl.1! 11 AS PART OP THE RETURN
Nc
]
[K]
~
72 F.B, 11911 B (II) (1, 1) ~) provided lor Ihe reduction orthe lax rate Irnposed on the not valllo of trMsfers tc or for the use of the
surviving spouse from 6 V. to 3% lo.r dates of death 011 or eftor July 1, lQ94 and bofore January 1. 19Q5.
72 P.S, &9116 (a) (1.1) (11) provided for the roduotlon of Iho rale Irnpcsed on the 1I0t valuo of tranefore 10 or for Ihe lIee of tho illuvlvlng
spouse Irom 3% to 0% lor dateo pI death on or after Jsnuery 1, lQ96. Tho slaluto \laos nol eXlllnll.l a transfor to a surviving opouso
from ta~. and the etatutory requirements for dlsoloeuro of aeaals and filing a lax rot urn are sllll appllceble evon II the surviving apouee
Is the only boneflolory, . .
POR CATSS OP DBATH oN OR APTeR JANUARV 1, 1998 . Please answor the following question by placing an "k" In the
aPpropriate space, ' ..
Old the deoedent oreete a trult or elnlllar arrangement Which Illeley lor tho eurvlvlng Ipoule'l boneflt for hll or her entire
lIfotlme? VlIl 0 No [K]
If you artawered yea to the above quesllon, the tax on Iho truet or similar orron90monlls poslpolled untlllho dealh of the socond
spcuse, at Wllloh time II will bo fully taxable al,the rato(s) applicable to 1110 remalrldor bonaflelary(lol). gnlor the valuo of thl trllst on
sohodule J, Part II. In order to remove II from Iho oalculallon of tho lox duo Inlhls eslale, Vou may Wish tc lIIG Schddulo 0 Inordot to
mako the Gloollo" available under Socllon9113. II tho eloctlon II mado, the Iruot or similar arrongomollt Is taxed In tho eel ale of the
flral deoedenl spouse, the portion of the Iruat or slrnllar arrangol11onl whloh beneflls the aurvlvlllg spouse Ie taxod atlhe zeta tax rolo,
ond the remalndar Ie taxed ot the rolo(l) applloable 10 Iho romalndor boneflclary(leo). If YOll choooo 10 make the oloollon, You muM
atlaoh Schedule Q to a tllllely.fIIed lax return, along wllh Sohodulo(s) K nlldlcr M Irlerder to Ihcw Iho opportlonmonl of Ihe trust or
similar arrangemont belweolllhe lurvlvlng apeuso and Iho remainder bonoflolary(los),
-- ')// 7
I ,~) ,,-.' (~( .."
BUREAU OF INDIVIDUA~ TAMB8
lI*lI!MITAN<:E lAK DIYltUIH
II[PT, nOUl
IIAIIlUUUllO, PA 171'S-0601
COHHONWIALTH OF FIHHBVLVANIA
DIPARTHINT OF RIVINUI
<..,
*'
NOTICE OF INHBRITANCE TAM
APPRAISBMBNT, A~~OWANCE OR DISA~~OWANCB
OF DBDUCTIONS AND AS8eSBHBNT OF TAM
lINIH..J."m.tll
WILLIAM R BUNT ESQ
109 S CARLISLE ST
PO BOX 556
NEW BLOpMFII!LD
\)Il, :JJ' ,,1Il
"DATI
IBTATI OF
DATI OF DIATH
\ 'P'''LI HUHIIR
'COUHTV
ACH
09-28-1998
HilLSON
10-22-1997'
21 97-0881
CUMBERLAND
101
A.ount R."ltt~d
IRA
E
Hi"
,
,
\)1'.',
PA 17068 (iul1\l
HAKI CHICK PAvA8LI AND RIHIT PAVHINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
OARLISLE, PA 1101~
CUT ALOHO THXB LXNI . .. RITAXN LOWIR PORTXON ~OR YOUR RICORPS ~
~W: IIW-I~-A"p-C~9-:"r-i1&Yial-iS~-i:tl'Allt''itllJ'6i -YIiX-Ail'~ft'li'iilmril'.'--Att"6QA'lf6i''b'lf...._...m.. - ---
DISALLOWANCI CP DIDUCTXoNs ANb AS8IS8HI~T OP TAX
ISTATI OF NI!LSON IRA' Ii PXLI NO. 21 97-011111 ACN 101 PATI 09-211-1998
TAM RETURN HA81 I X ) AccePTID AI PI~BD I) CHANOID
RISIRVATXON CONCIRNXHO FUTURI XHTIRIST - BII RIVIRSI
APPRAI81D YALUI OF RITURN IASID CNI ORIGINAL RETURN
1. R..l B.t.t. I$ohtdul. A)
&, 8took. end Sond. ISoh.dul. S)
a. Clo..l~ H.ld Stook/P.rtn"r'hip Intor..t ISoh.dul. C)
~. Horto.~,/Notet R.o.ly.bl. ISoh.dul. D)
a. Ceth/SlInk D.po.it./Hito, pereon.l Prop.rty ISoh.dul. I)
6, Jointl~ OWn.d Propert~ ISoh.dule FI
1. Trenafart (Soh.dula 01
8. Tot.l A...ta
(II
IB)
(S)
I~) ,
(S)
(6)
(7)
84J2S0.00
246 1439.96'
.00
.00
11),781.90
.00
100
NOTII To inaure propar
or.dlt to YOllt' ..,oount,
, tub..it tha Upp.r portion
of thi' for.. with your
t.. pa~...nt,
(8)
546,441.86
APPROVID DIDUCTXONB AND IXIHPTIONSI
,. FUn.r.l l.pan.../AdM. Coat./Hi.o. B.p.n,.a ISoh.dula HI 1'1
10, D.bte/HortDeo.l.1.bUHi../~i.n' 18oh.dul. II (101 4,,448,02
11, Tot.l a.duoHon. (111 ll~.llRB.A~
U. H.t VelUll of Te. R.turn UBI 510.086,00
II, Ch.rltabl./OoYtrn"entel Baqueet., Non~.ltot.d '111 Tru.t. (Soh.dul. 'J) Ill) .00
1~, ""tV.1U. of'e.t.t. 8ub,l.ot to Ta. (14) 510,086.00
NOTll If In .....IM.nt w., illUld prlyiQU,lY, linll 14,11 end/or 16, 17 .nd 18 will
rlfl.ot figurel th.t inolud. th. totel of ~ r.~urn. ..'....dto d.tl.
A8SIB8"INT OP TAXI' , .
1~. A"ount of ~.". 1~ .t spciU..l rat. (u) ,00 M .00., .00
16, AMount of ~in. 1~ t...bI..t Lin.d/Cl... A r.t. 1161 510,086,00 K ,06. 18,605.56
17. A_t of ~i". l~ t.~abI. .t Colleter.l/Cl... S rMte 1171 .00 M ,15. . ,. ,'00
I', Prlnoip.l T.~ llIIe' U81 18,60ll.56
TAX ORIPIT81
PAYHBNT
DATI
O' .
~~:u:mg
51,957,84
R8cmT
NUHBBR
DISCOUNT 1+)
INTaRBST/PBN PAID (-)
AHOUNT PAID
. AAl!4261l1
AA296422
TOTAL TAX CRIDIT
,BALANCI OF TAX DUI
INTIRIST AND PI .
TOTAL DUI
18;605,57
. nOR
.00
,01CR
. If ~AIb APTIR DATe INDICATaD, Bae RIvaRse
POR CA~CULATIOH OP ADDITIONA~ INTaRB8T.
( IF TOTAL Due Is ~ess THAN .1, NO PAYHENT IS RBqUIRBO,
IF TOTA~ DUE IS Rep~ICTBO AS A "CReDIT" ICRI, YOU HAY BE OUE
A RBPUND, SBB ReveRse SIDE OF TltIS FORH FOR INSTRUCTIONS. I
IIt!Il!RYATllIII.
P\lAPOIE Of'
NOTICE .
PAYttlHTI '
IIt!I\lltD (CIII.
DIJI!CTlOtllll
AlIIIl"
I"RATlYE
CIlRIlt!CTlIlH1I'
DIICOUNT,
PE"ALTY.
I"T~1It!11I
i,
,
I
E.I.I.. .f dooodonl. d~lno on .r blfor. ClolOb.r II.. I'll .- If In~ fulur. Inl.r..t In lho .'1.1. I. Iron.f.rred
In p......lon Dr InlO~"",1 10 01... I 1.011.I.r./1 b.n,'lol.rl.. of Ih' d.oodonl .fl.r lho ..plr.llon ., '"~ ..1,1. f.,
II'. or for ~..r., ht COIIonM.Ilth h.r.b~ 'Mpr..,lv r...ry., thl right to IPpr.I.. Iftd ...... trln'f.r InheritInG' '1M..
.t thl lllNful Cl... . (eto11,ter,1) rite on env .uoh; future 'nt.rll',
To fulfill thl r.qulreeent. of 'Iotlon 2140 of thl l~rltano. and ~.t.t. TIM ADt, Aot 21 af 19981 (7. PI't
I'ollon 91~01,
ClllOh II~ lop po,ll.n .1 thl"Hollo. ond .ub.lt wllh ~DUr p.~..nl I. Ih. R.,I.I., 01 1111. prlnt.d on lho r.v.r" .Ido.
'-"01<. .hook or ..n.~ .rd.. p...bl. too REUISTBR OP MILLB, AUBNT .
A rlfW1d 0' . tlM or,dlt, which WI' not r.qullttd,on tIll '1M R.turn, ..v bt r.qu"tid bv oNfl1,Ung .. '''APplioatlon
for R,fund of Plnnlvlvenl, InheritinG' and Eltat. '1M" CReY~1111)1 Appl10ltlont Ir' Ivallabl." thl Offl~.
01 lho R.~I.t.. 01 IUIo, on~ ., Ih. IS R.v.nu. DI.trlol Offloll, or b. ooUln, Ih' 'PIOI.I l~-hour
en.",.r'nl ..rvlol nu.blr. for for.. QrdtrinR' In P.nn.vlvania 1-100.162.'010, put,id. ~'nn.vlvani. and
within 1.001 Horrl.burg II'" (7171 717-10'~. TIID' (1171 77t-U&1 (Hllrlno 1"".lred OnI~I, .
Anv p.rtv In int.r..t not .Itl.fl.d with 'the .ppr.I....nt, .lloWlno. or dl..lIOWlno. of dldUation., or .......ent
of tlM (Inoludin. dllaount or inter'lt) I. .hown on thl. Hatla. IUlt abJ.ot within .IMtv (60) dlVI of rlo.lpt of
Ihlo ".Uoo b~. .'
"written "rotllt to the PA D.p.rt..nt of M,vtelnu., laird of ApPtlh, Dlpt. 281021, ttprrhbur", PA 1712a"1011, OR
u.l.oUanto hlv, the ..tt.r d.tlralnld It audit of thl 1000U"t of thl plr.on.1 rIPr"lntIUv., OR
..app.II to'th. orphlnll Court.
raotuII .rror. dl.DOVlrld on thl. ........nt .hauld b. tddr....d tn writing tOI PA D'Plrt.tnt of Revenu.,
lur,.. of IhcUvhtutl 'alC.., ATTlrfI POlt A.......nt R.vllw Unit, Dlpt, re06Dl, Illrrhburll, PA I1UI"06UI
Phone (717) ,.,"610., '1. pt.. I of the bookl.t "In.truotlon.for Inhurlt.no.T'M R.turn for I R.tlDtnt
DtOId.nt" (REY..IOI) for an tMpl.nttlbn of Idllnl.tratlvllv oarr.otablt trrorl.
"If env t.M dul .. plld;wlthln thr.. CS) all.nder lonth. ,'tlr the d.al~.nt" dl.th, . flv. p.roent (I~) dl.oount df
thl tlM p.ld I_ allDWld.
Tho IIH I.. ,,",'I~ non-porIIDlp.llon p'n.ll. I. ODIPUt.d .n tho 1.1.1 ., lho I.. end Int.r..t .......d, end not
p.ld b,'.re Jonuor. II, 1996, tho llrot d'~ ollor tho end 01 Ih. t.. _.tv ~.rlod. Th.. non-porU.lp,UDn
p,",ltv I. ."..ltblt In thl .... ,Innlr .nd In thl the .... tl'l p.rlod I' vau WDuld app..1 the taM and lnt.r..t
that hi. bl.n ,~'t"ld II Indla.ttd on thl. nDtlol,
lnt.r..t 1. ohtrg.d b.,lnnln. with fir.t dlV of d.llnqu'na~, or ninl (9) .onth. .nd ani (I) d.v fr9_ the dltl bf
detth, to the dltl of p'~.lnt. TIICI' whloh b.e... d'llnquent blfor. JInUlrv 1, 19.2 bllr int.r..t It thl rltl of
.1. (IHI poroonl p.r onnuo ool.ul.t.d .t . d.ll~ rot. 01 .00016~. All t..., thl.h bo.... d'llnquonl on end .,I.r
Janulr~ 1,19.2 M... btlr Int.re.t at . rltl whloh NIIl Ylr~ frol oll.ndlr V'lr tD olllndlt ~..r'w1th thlt rite
announold bv the PA DIP,,..t.,nt of Rlv.nu.. Thl .pplloablt int.rllt ,.It.. for 1982 ihrDuah 199' Irll,
\lit ,nttrtlt Alt, D.l1~ tnterait FaotDr l:.Ur tnt.rllt Alt... DillY lnt.,....t Faotor
IIU m .GOO&~I 1917 'H .GOOl~7
1111 16H ,OOO~II 1111-1991 111< ,000101
111~ IU ,000101 1191 9H .0001~7
1111 m .GOOS&6 119S-199~ 7X .00011l
1116 10H .OO0l7~ 199&- 1991 'X .0001~7
..Int.r..t I. olloullt.d .. fol10w.'
INTIRBlT 0 SALANOB OF TAM UNPAID, M NU"RBR OP OAYB DB~INqUBNT M DAILY INTBRBlT PACTOR
..An~ Hotlo. i..ued Ift.r thl tlM blooa.. d'linqu.nt will r.fl.ot an lnt.r..t ollaulltlon to flft,en C1&) d'v,
bevond ih. dlt. of tht ......8IOt. 1f ply,,"t I. ..d. 1ft.,.. the int.r..t oo.putatlon d,t. .hown Dn thl
Notio., ~ltlon11 Inttr..t ~.t bl alloullttd.
PAV1tllItl
lit*" \110 tOIl ",,",.Ion of thlt NOU.. IIl1d ~lt wUh vour po~t ""'"' povlllllo t. tho _ onolllCldrooo
prlntld on \110 ....,.r.. 01"'.
-- If !ltl.XlllIMT DIlClllllllft.o ~ Dr _v ......r ""vllllh tal RBD18TBR OF WILLI, ~DBNT,
-. If HOH-Ilhlll<<llt DIlClllllllft _"~ or -v .,'lItrpoVOIIlo .I., ClOIIltOlfIfI~LTH OF "llIHIYLVANXA.
.UMO (c:RlI A rofllldof 0 tOIl .rldlt, ""loll woo not r_.tld on tho TalC ft.turn, MV 110 r_"1d bv ."""loUIII on
'.APpIlOlltlonfor Re_ of """,evl_lo I""'rl...... ond ft.toto t.... (RftNlllh Al'Pl\o,.t1on. Pro 0'1011...10 0.1 .
till Off I" .f \110 RoII'~r .f HIli., onv of tho II RoV;;'" Ohtrl.t OfflOll' or frOll \110 DoportMnt'e 1~"hoUr
""I,"orlht, "1'\11.. ~.. lor .f.I'II' orClOrllll' In Pooo.vlvonlo 1~'OO'iI6l-I080. oUt."'" """".vlvon1.
onol Wlthlo 10011 Horrl'burg or.. (717) 7'7"0~, tOO' (7171 771'1111 (~orl" lopolrod onlvl,
RlPLV TO' ll\Io.Uan. r....rdllll orror. oontolnod on thh noU.. Ihouid 110 oddro.oJ.! to, PA OOPort_t .f Rov....., I\!.....
.f Indlvlduol To.oo, ATTH' po.t A.""o_t Rovl... llnl\, IIopt. ..0601. Horrllburg, PA" 1711.-0601, phono
(717' '8'-."S.
Ol~' II .OIIV to. duo 10 ""Id HI\hlo.t1lrH (II ooloodoroonth. of tor tho dooodont.. dMth, 0 fI.,. por_t' (!lXldh....,t
.f tho to. ""Id It 011_.
~LTYI Tho I/IX to. _.tv """,portlolpoUon _It V .10 .oopUtld on tho t.tlol of \IlO to. ond lotoroot o....Md. ond I1Dt
pold IIolOro' Jonuorv IS, 1996,'\110 flr.t doV of tor tho onol .f tho tlo. .....tv perlnd.
INmlft.TI lotero.t 10 ~r..d ....1..,1111 wl\h flret doV Dfdolll\qUOll.V, .r nino (9) ioonth. ond .... m dov fr.. tho CIOto .f
dooth, to tho doto of povoont. To.o. ""I.h bl.... doll~t blforo Jonuorv I, 198' bOor Int.ro.t 0.1 tho r.to .1
,.iI (/IX)' poro""t ptF """"" OOloulptod 0.1 0 dollv roto 01 ,000.\64. All to.oo ""loll '""'""' .1I~t on ond of tor
Jonuorv I. 19S1 Hili .bOor Intoro.t 0.1 0 rot. ""IOh Hili vorv fr.. .olondor v..r.t. .olondor vOIr with thOt roto
~ bvtho pA'Doportotnt of ROVonUo. Tho ~11'1Ib1. Int.ro.t roto. f.r 1"1 through 1999 oro,
VOIr Intor..t ftot. Oollv lotlroot,..t.r Vo. Int..oot ft.to Dollv Intoro.t root.r
.... -
1911 to_ .000.... 190'-1991 m '.000101
19.. 1/IX .00001lll 1991 ,- .000l~'
'1964 II~ .ooonl 1991-1994 'f)( .000191
19" I"' ,oooaM, 199'-199' ' 9_ .000l~7
1916 10_ .OO"'~ 1999 'f)( .001191
191' 9_ .000to'
-=.t 10001...lotld o. foll"""
X T . .ALANeB Of' T.x UIfllAXD II HUKlBR OF DAVS DILXHQVBHT II DA~LY XHTIaB8T FAaroR
"AnV NOtlo..leeUOd oltor tho to. boooot. delinquent will .ofl..t '" Intore.t OIloulotlon t. flft~ (1" dov.
blvond thodeto 01 tho 00...-,.1.11 .ovant 10 olclO OItor tho liltorut _touon doto _ on\110
NOU.., IICldIU_1 Intoro.t llU.t 110 ooloulotod.
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BUReAU Of INDIVIDUAL TAxes
IHlII:RITAllC~ lAM OIYIBloH
Il/lPI, ,.ODOI
IIARRI8BII10, PA 171"-0"1
CCHHCNWIA~TH 01' PINN8V~VANIA
IlIPARTHINT Cp RllVINUI M^H
NOTICe OF INlteRITANCe TAM
APPRAlseHeNT, ALLOWANce OR OISALLONANce
OF DeDuCTIONI AND ASlessHeNT OF TAM
? 1 \(YO
*
U..II4,....,.,t.".
WILLIAM R BUNT ~SQ
109 S CARLISLa ST
PO BOX 5116'
NEW BLOOMfIELD pA:1706&
DATI
ISTATa 01'
DATI OP DIATH
pnl NUHIIR
OOUNTV
AON
03-29-1999
NELSON
10-22-1997
21 97-0&81
CUMBERLANp
101
A~oul\t RlftH~I~
IRA
E
MAKll CHIOK PAVAB~I ANI! RIHIT PAVHINT TOI
REGISTER Of WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
OUT ALONG TH18 ~INI ..... RITAII( ~OWIR PORTION POR YOUR RIOORDlI ~
ftW~'I.W.I'll'-.Aft'Ji-rfl~:nr-ilflYfOi--d'Ii-IRAIRlt. l'lld'i-VAxL',)ili_I\AYilmril'~--Att"d'Q7I'Ild'I.b1l'---"'-._..._--..
DI8A~~OWANOI 01' DIPUoTIOHS AND A88.88MINT 01' 'TAK
18TATI OP NELSON IRA E PILI NO. 21 97-0881 AON 101 DATI 01l-29-1999
.
TAM RnuRN NASI I I AcoePTBD AS fueD (XI OHANOEO SEE ATTACHED NOTICE
RBSIRVATION QONOIRNING PUTURI INTIRI8T - BI. RIVIR81
APPRAX81D VALUI 01' RITURNBABIDONI SUPPLEMENTAL RETURN NO. 01
1. Rid htltl Iloh.~ull A)' . Ul
2. stookl Ind 80ndl (Sohldull 81 ' IBI
I, Clo111~ HIld 8took/PI~tnlrlhlp Intl~llt 180hldull CI III
4. Hortgl..u/Notl. RIOlhlbll (S.hldull 01 141
8. CI.h/81nk DlPOlltl/Hll0, Plrlonll Proplrt~ 180hldull EI (II
6. Jolntl~ Ownld, Proplrt~ ISohldul1 Fl (61
7. T~.ntflrl (80hldull 01 171
8. ,Totll A..lb
APPROVID DIDUCTION8 AND EXIMPTIONlII
9. ,Funl~ll IMPlnlli/Ad., COlb/Hho, eXpln..1 ISohldull H) (91
10. blbh/Hortglll1 LllblUU../Lllnl 180hldull I) 1101 .00
11, Totll Dlduotlone (111
lB. Nit VI1UB of TIM R,turn (181
11. Chlrltlb1BlBoYI~nftlntll hqu..b, Non-Illotld 911ll Trulto (80tlldull Jl '1111
14. Nit Valul of htltl Sub~..H to TIM (141 1517 ,9211.88
NOTlI If.n ......mlnt "'" illl.lld prlviQl.lllY, U"IS 14, 18 ."d/qr 16,17 'nd 18. "'Ul
r.fl.ot figurll th.t includ. the tot.l of ~ r,~urnl .....I.d tc d.t..
A8SISSMINT 01' TAXI '.
11. A.ount of L1nl 14 I~ Spo"..l rltl U81 . 00 M . 0 0.. , 00
16. A~ount of Llnl 14 tlMlbll.t Lln..l/C11..A rltl (16) 1117 ,9211,88 M .06. 19.07ll,~1
17. A_ount of Lln_ 14 t_Mllill It ColhtlrIVC1... B ~Itl (7) .OO.K ,1&. .00
IS. Prlnolpll TIM DUI USl 19,0711.~1
TAX CRIDlTII'
PAVHENT
DATE
ion
7.8611.88
;.00
.00
'.00
.00
.00
ISI
NOTE I To lnlurl proplr
orldlt to ~our' looount,
lubftlt thl uPPBr portlon
of thh forft wUh ~our
tlM pI~..nt.
7.867,88
.00
.nn
7,867.88
,00
RECHlPT
Hl/HBER
DISCOUNT It)
INTEReST{PSN PAID (-I
AtlOUHT PAID
- .
01-14-1998
07-1&-1998
01-15-1999
AA242681
AA296422
AAlS2461&
184:21
.00
.01-
. .
ll,800.00
11.2&4.96
472,08
BALANCE O~ UNPAID INTEREST/PENALTV AS OF 01-16-1999 TOTA~ TAX ORIDIT
.A~ANOI OP TAX DUI
INTIRIST AND PIN.
TOTA~ DUI
19.078.41
.00
20.24
20.24
" IF PAID AFTeR bATe INDICATED. SEE ReVSMse
FOR CALCULATION OF ADDITIONAL INTeRB8T.
I IF TOTAL Due IS Less THAN fl, NO PAVHENT 18 RequIReD,
IF TOTAL Due II ReFLeCTeD AS A "CReDIT" Ir.RI, VOU HAV BE DUE
A REFUND. SEE REveRse BlOB OF TIllS FORH FOR INITRUCTlONS.)
HAKI CHICK PAVAILI AND RIHXT PAVHINT TOI
REBISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
OUT ALONG THXI LXNI ...... RITAXN LOWIR PORTXON POR YOUR RIOORDI ...
ftW:!I~"'i'l("~~li"rn':n')"'N&V'i'6i''\S''~YIiAilft..fllloi-YA~-'A1SilftAliillVil,.-.~trcSQAllol-o'lf---"---"'------
DX8A~LO"'ANDll'OF DlliUDTXoNI ANb AIIIIIHINT OF TAX .
IITAT! 01' NELSON IRA II PXLI NO. 21 97-0881 AON 101 DATI 05-29-1999
TAX RSTURN WAil I I ACCBPTeD Aa FlLBD C Xl CHANGBll SEE AtTACHED NOTICE
RIIIRVATXON DoNCIRNXNG PUTURI XNTIRIIT . I.. RIVIRII
APPRAISID VALUE 01' RITURN IASID ONI SUPPLEMENTAL RETURN NO, 01
1, R..l B.t.t. IIohodUl. Al 111
a. Itllok. ."d. "ond. 180h.dull II. lal
a. Cll1..1~ Keld Bt~ok/Portn.r.hAp lnt.r..t (Bllhodul. CI cal
4. Hortu..../Nllt.. Roo.iv.bl. (Boh.dul. D I I c41
ft, Ce.h/B.nk Dopo.At./HI.o, P.r'"n.l Prop.rt~ cIoh.dule'Bl CII
6, Jolntl~' O~n-d PrIlP'rt~ llohedule FI 161
7. Tr.nef.r. CIllh.dul. 01 171
B. tllt.l A.eot.
APPRoVID DIDUCTXONS AND IXIHPTXONSI
9. Fun-r.l B~p.n.../AckIt. Co.h/Hho.B~pen'" CBoh.dull HI 1"
10. O.bh/Nortu... L1eb1l1H,'/Li.n. Cloh.lIul. II UOI .00
11, Tot.l DeduoHon. Ul1 n n
la. Ket V.luo of T.~ R.turn . ual 71867.68
la, Ch.rU.bl./Goy.rn..onhl hqunhl Non-.l.ot.d .11S Trueh ISohedul. JI CUI ,00
14. Ket Volu. of Bet.to aUbjoot to TOM U41 517,925,68
NoTlI Xf.n ......IIl.nt WII :I...ued prlv:l.ou.ly, Un.. 14, 11 .nd/or 16, 17 .nd 18 W:l.ll
r.fl.ot f:l.~ur.. th'~ :I.nolud. the tot.l of ~'re~urn' .....I.d to d.tl.
ASSISIHINT,OF TAX'
11. A.ount of Lln_ l~ ot Spou.el rete (181
16, 'A.ount of L1n. 14 teMobll ot LAn..l/Clo.. A roto 1161
17, A..ount of LAno 1~ to~oblo .t Coll..terol/CI..e S r.to (171
IS, Pr1nolp.l ToM Du.
TAX CRIDITS!
PA YHeNT
llATe
IS;-d 1/'" 7
oOH~a~~ft~~I~TDspP=~~r~b~ANXA
NOTJCB OF INHIRJTANCe TAX
APPRAISBHBNT, ALLDWANCB OR DISALLOWANCI
O~ DeDUCTIONS AND AIIBBBHeNT OF TAX
BUREAU OF INDIVIDUAL TAXes
I,*II!RII~E TAK IIIVIIlDtl
DEPT. .;;IO~OI .
IIARRllIllRU, PA 17I/ft.OftOl
WILLIAM R BUNT ESQ
109 SCAflLISLE ST l..,
PO BOX 5S6 (;1
NEW BLOOMFIELD PA 17068
DATI
ISTAT! CP
DATI 01' DIATH
PXLI NUHIIR
COUNTY
ACN
OS-29-1999
NELSON
10-22-1997
21 97-0881
CUH8l!RLAND
101
A_oun, R..t~tod
.OQ
'.867.88
.00
.00
.00
.00
.'00
(Bl
,00
,00 X ,00.
517 ,925,&8 ~ ,06.
.QO X ,1D.
ml
ReClIPT
NUH88R
DISCllUNT It I
lHTBRUST/peH PAID 1-)
AHOUHT PAID
01-14-1998
07-16-1998
01-15-1999
.
184.21
,00
,01-
, 0 .
5,500.00
11,254,96
472.08
TOTAL TAX ORIDIT
IALANOI 01' TAX DUI
XHTIRIST AND PIN.
TOTAL DUI
AA24261l1
AA296fi22
AA324D16
BALANCE OF .UNPAID INTEREST/PENAL TV AS OF 01-16-1999
" IF PAIll AFTBR DATe INDICATED, leE ReVIR81
FOR CALCULATION OF ADDITIONAL INTIRUuT.
C/
.
"HUt n A"~ CH.."
IRA
Ii
NOTBI To tn.ur. propor
orodlt to~our .ooount,
.ub.lt the upp.r portion
of th1. for.. ~Ath ~our
t'M p.~"ont,
7,867,68
.00
19,076.41
,00
19,078.41.
19,07&.41
.00
20.24
20.24
I IF TeTAL DUB IS LEIS TIIAN .1, NO PAYNENT IS REQUIReD.
IF TOTAL DUE U RBFLBCTED AB A "CRIOn" ICR), YOU HAY BI DUE
A ReFUND. 81E REveRBE 8IOE OF THIS FORN FOR INITRUCTIOHS.I