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I>>I.:TITION H)I{ I>>ROIIATE and (;I{ANT (W LETTERS
1:01[11[1' ,,/ cm51- ffl. 77~' Ll!o N" Ol.J"'~ 77' ()'1lJ,9
al.\l/ kl/l!lI'/1 a\ I",
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TtH.' \ll'tlli0I1111' thl' 1IIHh,'r',i~~lll'd ll'SPCl'll'ully lL'Pl'l";Vllh lhal:
YOll1lwtitiolll'r(,>). who is,~ IX YI.',\I., or agL' (\1 older allllH' l'\l'\'UI ftI)(
In I he In,1 \1'111 "I' 1 he niHil'.' dl.'c'I.'d... II 1 , dnled (9c?''(I fJ !f'~ "1"
and endlci\(s) dnled
11\1111.(.1,
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IL~fI'..,. In'l I'nmily or prlllcipal residellel.' al ~ 1i?",~I<A.wA':l
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al ft/J '-Y r I err trorrf'TAL. I CAmtJ ft'/Lt,,( 4.----. ------....------..
FXL'l'l'l <1'1 f\lllow", dl'l.'l'dL'llt did not 1l11lny, wa" Ilnt divmcl'd and dil nnt IIUVl' a thUd born or adopted
uncI' l'\I'I.'llliLlIl of tht' will offered I'm probate; WilS Ill't the viet im l)1 II killing and WH:-i never adjudi,:atcd
illL'Oflll'l'tl'llt: ______n_..__. ..-.-.---'-.~
DCl'l'lldl'lll at lkatlt oWl\l'd pl'or'lL'l'l~' with C">IinHlIl'd vallll'" a:-. fol1{l\\,":
(II' dnmkiil'd in Pa.) All Pl'I'SOIWI pro!1l'rt~
(If not drllllidil'd in Pa.) Pel'sonal pn1pl'rty ill PCllnsylvania
(II IWI dnlllll:ikd ill I'a.) I'l'r..,ollill prl)!1crty in COUllty
Vallll.' oj" rl'all..'stalt' ill Pl'flll"ylvHniil
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OATH 01' PERSONAL ImlJRESENTATIVE
COMMONWEALTH OF I'ENNSYLVANIA
COliNTY 01' CVfiri~'(3!(.Li-fl-rJlZu
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ll\liw(\,) (11 t\w ldl\lll' ..kl'l'dt'lI! jll.'liliufll'l'(\1 will wL'i1 and Inlly admini:->tL'r till' l'sta\e according to law,
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OOMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
,/ , / I)
/,; ,/ I d
BUREAU OF INDIVIDUAL TAMES
IHtlfRlTAHCE TAM 01VIS10H
DEPT. ZaOftO I
Ih\RRISMIRG, ~IA tlIZII-'060l
~
Coo,;
NOTICE DF INUERITANCE TAK
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TA~
05-25-98
JAC08S
0(,-20-'8B
21 97-0968
CUMBERLAND
101
[.=__-A.~uni=!~~~\~~~'-'J
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN L.OWER PORTION FOR YOUR RECORDS ..
REV:i54j-iX-AFP-(09:97Y-NOi'iCr-oF-YtiHZiiii'ANCE-i'AX-APPRA"isiHENr;-AiXoWANCE- oli-- --------- - - - ---
DI9AL.I.OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES S FILE NO. 21 97-0968 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN M JACOB.S
399 N WALNUT ST
MT HOLLY SPRINGS
PA 17065
ESTATE OF
JACOBS
TAM RETURN WAS I I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAXSED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l est.t. (Schedule A)
2. stock' and Bondtl (Sc....edul. 8)
5. CloselY Held stock/Partnership Int.r.lt (Schedule C)
4. Harte.u.,/Nota. Raoeiyable (5thedul. DJ
S. C.lh/Blnk Deposits/Hilc, Parsonal Property (Schedule E)
6. JointlY Owned Property ISchedule fl
7. TrAnsfars (Schedule GJ
8. Total Assats
) CUANOED
(1)
12)
13)
(4)
IS)
16)
17l
,jJ!..
.00
.00
.00
52.00
.00
.00
181
(9)-
(10)
2.539.00
.00
1111
(12)
(13)
(14)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funarll Exp.nl.I/Ad~, tostl/Hile, Expanse. (Schedule HJ
10. Debts/Mortgag. liabilitio./Liena (Schedule 1)
11. Total Deduction.
12. Nat Value of Ta>< Return
13. Charitable/GovernMental 8equ.~t.1 NonR.le~ted ~113 Trust. (Schedule J)
14. Net Value of Estate Subject to Tax
If an alllllment wal illued previouI1Y, linBs 14. IS and/or 1&, 17 Bnd 18 will
rlflect figurel that include the total of ALL returns assellld to date.
ASSESSMENT OF TAX:
1S. AMount of Lin. 14
16. A~ount of Line 14
17. AMount of Line 14
18. Principal Tax Due
NOTE:
at Spou.al rate
taxable at Lineal/Cla.. A rate
taxable .t Collateral/r.la.. 8 rat.
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT 1+1
INTEREST/PEN PAID (-)
*'
lIW,\iU U v' 1".'11
CHARLES
S
DATE
05-25-98
HOle: To insure proper
credit to ~our account I
sublllit the upper portion
of thh for", with your
tax pay",ent.
52.00
?Ii:'\Q 00
2.487.00-
.00
2.487.00-
(IS)
1161___
1111
.00 X .00=
.00 M .06=
.00 K.15=
(18)_
.00
.00
.OD
.00
AHOUNT PAID
--.-------.----
TOTAL TAX CREDIT
--'
BALANCE OF TAX DUE
INTEREST AND PEN.
.-~_._.---
TOTAL DUE
----_.~.~---
.00
.00
.00
.00
. If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAl. DUE lS LESS THAN U. NO PAYMENT IS REqUIRED.
IF TOTAL DUE lS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REfUND. Sf.E REVERSE SlOE OF TIllS FORH FOR INSTR~CTIONS.)
co t:<t:
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RESERVATION, E,t.tl' 0' dacldents dying on Qr blfor. Dlc,.b,r 12, 1982 p~ if I"Y future lot.r..t In the ..tat. I. tran,f,rrld
in pOI....lon or .nJoy~.nt to elt" B (oullat,ral) bln.flelarll. of thl dlcedant aft,,. th_ .~plratlon of Iny ..ta~. for
Ilf. or for YI.r., thl Co..onw'llth her.bv Ixpr...ly r..trv.. the rtght to appralle and ...... transfer Inn.rlt.noe Ta~.'
at th, lawful Cla'l 8 (col1et.ral) rat. on any luoh future lnt.r..t.
PURPOSE Of
NOTICE I
To fulfill th_ requlr..,tIt. of Stotlon l140 of ths InherUMo' and E.tat. Tal( Aot, Aot 21 of 199!:1. <12 P.S.
Slctlon 9140),
PAVHEHT I
Detach the top por tlon of this Notice and ,ubait with your pay"'.nt to th. Raglshr of Will, printed un the j'lVlru ,id..
~~Make eheck or lIIoney order payahle tOI REOISTER OF MILLS, ADENT
REFUND (CA l :
A refund of l'I tIl)( oredlt, which was not requelton on the Ta)( Return, lIIay blil rllque.ted by cOlllplettr,g an "Application
for Refund of Ponnsyl\laniD InhultancliI find lllhtll Ta\(" (REV..nll>. Applications 81'e Bvallable 81t the OffiCI
of the Rogistllr of Willi, 81ny of thlil 23 Rovenue District OfflclS, or by c8IIIJng th. Ipecial 24-hour
answering slirvlc:e nUlllber. for forllll orderingl In Plnnsylvanil'l 1..800-362-Z0flO, outside Plnnsylvania and
within 10e81 .larrhburg oroa <1171 787-8094, TOni (717) nZ-2ZS'l (He8r1ng IIIIPalr.d OnhL
OIJECTIONSI Any party in Int.r..t not 18t1lfled with the lIpprnhlllllumt, 8110wance or dl18110wance of deduction., or IlUeUllIent
of tell (IncludlnR dhcount or Intere.t) 81 shown on this Notice lllUSt Object within sixty (60) dey. of receipt of
this Notice bYI
--written prote.t to the PA nepnrtunt of Revenue, Board of Appents. nept. 281011, Hnrrhburg, PA 111la-l0'l1, OR
--el.~tion to have the IIIIl~ter d.terlllined at 8udlt Gf the account of th. per.onal r.presentntlve, OR
uapptal to the Orphans' Court.
ADMIN
ISTRATlVE
CORRECT IONS I
Feetu.! error. di.covered on thl. alllftllll.nt .hould b. addre..ed in writing to: PA Dlilpart..nt of Ae~.nue,
Bur..u of Individual TalC", ATTNl Post hs"slllent Re~l.w Unit. nept. 'l80601, tlarrhburg, PA 11128-0601
Phon' (711) 187-650S. S.e page ~ of the booki.t "In.tructlons for Inh.rltanc. TelC R.turn for a R..ldlnt
Decedent" (AEV~I~011 for an elCplanatlon of adalnlstratlvaly corrlc\abl. .rror..
DISCOUNT I
If fmy talC due Is pllld within thre. (3) cal.nd.r IIlGnth. eHar the dec.dent's d.ath, . flv. percent (5;0 dltcount of
the talC pald I, ftllowed.
PENAL TVl
The 15% ta)( a.n.,ty non-p.rtlclp.tlon penalty II cOlllputed on the tot.l of the ta)( end Int.relt .......d. and not
paid blfore January 18, 1996. thl first dsy .ftlr the .nd of the telC nlllnuty perlod, This non-psrtlclpaUon
p.nalty 11 app.a1ebl. In the u.. eannlt and In the the ulle tl",. perlocl a. you would appe.l tt,. talC and tnter..t
th.t ha' b..n .....s.d os Indicated on this not Ie.,
INTEREST I
Intsrllt I. Charged beginning with flr.t dey of d.lInqu.ncy, or nln. Ill) lIIonth. and on. (1) day '1'0. t:ha data of
d..tll, to the dahl of paYIII.nt, Taus which b.c.... delinquent b.fore January 1, 198'l b.ar Jnt.rut at the rete of
,II< (6%) perc.nt per annUM calculated .t a dally rate of ,000164, All hxe. whli:h boca.e delinquent on and aftar
January 1, 1982 will bear Int.rost at a rats which will vary fro'" calendnr y.ar to Gnhmder '1"1' with that rate
announced by th. PA Depart.ent of Revenu.. Th. applicable Intere.t rat.. for 1982 Hlrough 1991 .rel
'!!.!! Intere.t Rat. Dally Interest Fector !!!!r Tntere.t Rnte Dally lnt.rost Factor
1912 20% ,000548 1987 9% ,000241
1983 16% ,000438 1988-1991 11% ,000301
1984 11% ,000301 199'l 9% ,000N1
1985 13% .0003!l6 1993-1994 7% .00019Z
1986 10% ,OOOZ14 1995- P'95 9% ,000247
~~lnter.,t II calculehd .. followll
INTEREST = BALANCE Of TAX UNPAID X NUNIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
R-Any Notice iul.l.d aft.r the talC b.c:olll" dellnqu.nt: will rlfl.et an Int.r..t calculfltlol'l to flftll.n US) day.
beyond the d.t. of the at......nt. If paYIII.nt ,. .ad. after th" Inttrest c:olllputatlon datil .hown on the
NoUCle, addlltonel Int.r..t .u.t be celcuhtld.
G. Patrick O'Connor
Attorney-at-Law
3105 OLD GETTYSBUHG HOAD
CAMP HILL. PA 17011
TEL.EPHO,"E: 717-737-7760
Aug,ust 21, 199B
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013 '
Re: Estate of Ethel M, Dileo, Deceased
File #1997-00969
Dear Register of Wills:
Enclosed find a check in the amount of $7,000 to cover the Pennsylvania
Inheritance Tax for the estate indicted above,
The tax return will follow. Thank you for your consideration,
~in r
-" f)
. ud ():;t~4--
.I G. Patrick O'Connor
Enolosure
, ,
Ln 't:~rt 00
;0:,
(j ~.
D.,
..r
N
\45
\~
ij
',oj ~ F
0 (05
(\) I.:5G::.
0::
21. II Lln. 181. 8".1" th.n Lint 19. .n..' th. dillor"".n Lint 21. Thi.llth. TAX DUE.
A. In..' lho In,,,..I.n ,h. b.l.n" d.. .n Lint 21".
I. Entor Ih.,.,.I.1 Lin. 21 .nd 21".n Lint 218. Thlll.lh. BALANCE DUE.
M.h ChICk Pov.bl. '.t R.,I.'.r .f Will.. A,.nt
- :
, >- ,>- IE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHEC~!.!i~ ~
Undor p.n.III...f porl.'v, I dtel." ,h.11 h." ..amin.d Ihl. ,or.m.lncl.ding accompanying ICh.d.l.. and "al.m.nll, and 10 Ih. b.II .1 mv kn..".dg. and b.!;.I,
it II tr... C.'lId .nd c.mpltt.. I dtel.,. Ih.1 oil ,,01 tlla.. h.. blln IIp.rl.d.1 tr.. marktl '0'." D.d.,ali.n .1 PIlP.'" a.hor Ihan Ih. p."an.' ..prlllnl.,i.. i.
b...d .n .lIlnl.,m.".n .1 which p"p...' h.. .nv kn.wl.dg.,
~' 01 IIIIOH m HII'" .01 '"HO JI1~IN AOOU"-
i ,-. )_.e..~3ROcka\/ay Drive, Camp Hill, PA 17011
" HAMI 01 ,urAUI", .. 'HAN mmIHIAI'V'V' AOOUlI . OAll
UY.'IOO'h 1M"
I
!il
I!!
SII
it
I
S
..
g
...
'Ill
/ ,I; ,j i .(
1/
(1_-
'*
J
.0. DA'II O' DIA'H Mfl. '21a, '" CHICIl HIli
" A IPOUI"L
PO'{!.~~IDIf \I CLAI'IID 0 -
IILI NU'I11I
CO....ONW\AlIH 0' .ltNlYLY"HIA
OI'AI ~IHI 0' . .'HUI
.HA,,"fu:b~ ~~ ."'10'
DlN I, II . AND MI"O~
DILEO, ETHEL M.
W UII NUIlIoII
166-12-5057
INII""1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE 21-1997-0969
WITH REGISTER OF WILLS)
... _.. ~.o~.r:H.g90E _.. YEAR
ole 0 N' OIll'U'Wtiuu
641 Hummel Avenue
Lemoyne, PA 17043
c."' Cumberland
"MOUN' UCIIVID IUI Itdl1UCtiON'1
HUMIl,!!
.. ~1~UOlI""KAMI,....,I"" AI<4P..*1 ~1ll"'1
o 3, Rom.lnd.. bl.,n
lIar dal...1 d..lh p".' 1.12.13-12)
o 5. F.d...1 b'... Toa R.'.rn bq.llld
GC)1. OrI,ln.1 b..,n 0 2. Suppl.m.nl.' R.I.,n
o~, LIMl'od E~... 0 ~a, FulUlI Inl.II.1 eompramil.
II.r dalll of d..lh .".. 12. I 2.821
IlO 6. ~d.nl DI.d To.I.I. 0 7. Doc.d.n, M.'n/aln.d a LI,'na 'fr.II
(Ah.ch copy.f Will) I"".,h copy. TIUIII
ALL CORRlSPONDINCI AND CONFIDENTIAL TAX INfORMATION SHOULD BE DIRECTED '01
N/l.MI COM,UlIIMIUNQ "'OOAU~
O'~onnor Es uire 3105 Old Gettysburg
Camp Hill, PA 17011
.Q.... 8, 10lal Nl,Imb., of Safe D.piulllo..,
Road
-
737-7760
111- $hd .nnn
( 21
(31
(~ I
( 5)
nn
I
:;
~
II
CI
...
~
...
I. b.1 h'.I. (Sch.d.,. "I
2. SloW and lond. ISchodul. II
3. "...Iy H.ld S,ockIfalln."hlp Inl....1 (Sch.d.l. CI
~. Mangag".nd N.... R...I..bl. (Sch.d.l. 01
5. e..h. lank D.p.~1I .. MllC.lI.n.... ,....n.1 'r.p.rty
(SChod.1o II
6. JoInlly Ownod f,.porty ISch.d.l. '1
7, T,.n.I". (Sch.dul. GI (Sch.d.l. LI
I. Tot.1 G,... A,,,"I,.,.1 Un.. 1.1)
9. 'v....1 bp.n.... Admlnl.I,.II.. C.",. MllC.lI.n.ov. (91
bp.n... (Schod.l. HI
10. Dobll, -8.8' Llablllll... LI.n. (Sch.d.l. II
II. T.I.I Dodualo.. 11.'.1 Un.. 9 .. 1 D)
12, N.I Val.. 01 E.,." IUno 8 min.. L1n. 11)
13, Cha,II.bl..nd GaY".....'.1 I.q.,," (Schodulo JI
I~, N., Val.. S.b .ell. T..(Lln. 12 mln.. Lln. 13)
15. Sp.ulGl T,and... (I., d.l.. .1 d..lh .hor 6.30.941
S.. I,"t,,,ctlonl fo, Appllcabl. Plrc.ntagl on R.v.,,,
Sid.. (Incl.d. ..1... ',am Sch.d.l. K a' Sch.d.'. M,I
lb. Amounl of Un lA to.llobl. 01 olMt (all
Ilnd.d. ..1... I'.... Sch.d.l. K .r $,h.d.l. M.)
17. Ama.nl .1 Un. I~ ,a..blo.1 15~ ,alt
(I..,.d. ..1... Ira... Schod.l. K .r $ch.d.l. M.)
18. ',lnclp.I'.. d.. (Add ,.. I,.m LI... 15. 16 .nd 17,1
19. e"dlll Gp....1 f...lly C"dll + $0/: O.61i'~lbo+ DllCa.nl 1.'.'.'\
20. II Lln. 191.g".III'han Lln. 18. .nlll th. dlll."n...n Lln. 20. Thill.lh. OVERP"YMENT.
11I0 .'':!'l!:I''II.1 ,u'.~~"'I.l1. .1_' .'.lil'I,1 1.11.11_..1\1 fft'I:r.l':'la11.11I. .1.~1 '1I!lJ.1"ul'lll
121)
(21"1
(218)
$
73,OBO.15
.
( 61
171
-
500.00
$137,5BO.15
(a)
19,676.41
(101
461.30
20,137.71
117,442.44
111)
(121
1'31
(I~)
117,442.44
.)(,--
1151
(16) _;1.1 7 ,442.44
_M,Ob-
7.046.55
. ,1$ .
(171
7,046.55
.
(18)
(191
120)
$
46.55
8.33
54.BB
DAn
01/25/01
.....-... . "I 'l] -r I'" -. ~,,~ .. "l"lIf "-"-'~i""""-'
Total Banking Statement
PNC Bank, Cenlral PA
. """.' .... ..,,- rr 1
PNCBANK
...... perh4 UIDllt..7 Ie talNlt."
ETHEL M DILEO
641 HUMMEL AVE
LEMOV"E PA 17045-1850
Rolalion.hip Ovorvi.w
"nil D.p..it ADoounte
-iIIClon
Intere.tca.ecklns
Money Markel Direct
Total Dopoalll
Accounl Nl.Imbet
61-4001-6581
6 \-5007.9'89
Promium Plan
Intoro.' Chooldng Aooount Summary
",-unl number: &1-1001.6381
....no. Summary
Boglnnlng
bll.ne.
2,026.~9
TranNDtion Summary
Chock. pold/
wlthdraw.l,
In..r... Summary
AnnUli hfcen"8'
VI.ld Etrned lAPYEI
1 ~OX
9
Depotl'. .nd Chicks and Olhe,
othlf addition' dlduC1lont
2.16 200.55
AVI,.g. monlhlv
ballnc.
1.827.98
"TM B.nk Ct,d/POS
,.,ntactlone l'lnllctlont
0 0
PNC B.nk MAC Non.PNC B.nk MAC
I,anuction. ''In..c1I,,,",
o
Number of dlY' AWl"'" coUecttd
In lnllr..' period b.llnel for APYE
29 1,827.98
Aodvlty D.~II
D.poa'" and Othor Additiona
DolO Amount DaoclIPlIon
1~04 2.lG Intere.t PaYIDenl
"mount
U.OO
2.26
"'t""I'~1: "',llt rr n,lnllnrt nn nnvt """n
Oil'
pold
11/00
11/00
Reflrence
number
271116117
27171617
"'Iml'" ._unl number: &1-100'_'
P'UI I o' Z
Numb., o' .nelolu,." 9
'It For Z4-hour cUltoml1 I.rvl.. 01
ou".nt ,.111: C.II1-8DOo76Z,3581
llilI W,1I1 10: Cu.lom., S.rvl..
PO Box &og
PllIlburgh P" 1523o.g138
Sl W.loh fOI our nllW E.MIII.ddle..
1IIIIt UI II www,pnolllnk.oom
liill TOO t.rmlnll: 1"00.&3\,1648
r.. ""..In........... otlon. onI,
o.poll\ eallM.
1,768.50
69.\11.~
70,88Q.15
Eth.1 M 011.0
Ending
bal.nc.
1.768.50
PI.... lo.th. Actiyltv Oet.1I Mcllon fOI
.ddltlanllln'o,m.Uon.
Ch,'"..
Ind'",
.00
Till.,
trln..ctlon.
o
Nan.MAC "TM
.,.nllction.
o
o
In'.'''1 Elrned
thl'fHI.lad
2.16
A. 0112104.. tot.1 of .,.....3t In Inl.rlll
wI..arn8d thlt VI.t.
The.. WII I O.poll! or Oth.r Addition
toll ling fa. to.
Chook
number
S251
5252
Dol.
pold
11/07
11/10
Raf.flnal
nwmblr
2IHUleM
II_'
Amount
17.!5
112,20
......"... ,....
ITIM .
HUMI..
It..
1.
2.
3.
4.
5.
L
I.
2.
3.
...
Co
I.
2.
3.
...
,.
6.
7.
e.
*
_NW'A~~ Of '.NNIYL"'N....
I"H'.ltAN . L\,I anUIN
IUI IN D.e'OIN'
SCHEDULI H 1
fUNERAL EXPENSES,
ADMINISTRATIVE COSTS A....D
MISCELLANEOUS EXPENSE~ 1'10...0 Print or Tvpo
fiLE NUMBIR
ETHBL M. DILEO
DESCRIPTION
I'v..o.el Ixpo......
Funeral home (Perthemorl)
Fooa and Rltreshmlnts (Giant Markets)
~emetory Lot (Woodland Memorial Gardens)
Ca.kats and Vaults (Woodland Memorial Gardens)
Opaning and Closing Graves (Woodland Memorial
Garden_)
It.IImlelltretlve c.....
JleI1OllQIRop".."'atlw. C.mmlulonl Nonl claimed
SDela' S''''''I)' Numbor of ""onal R.p,o..n'a"yo, 184- 26 - 5052
Yoar Commlulanl paid
Anal'l101 fool
FamUr EMmpllon
Claimant Leura J. Ebeling R.latlonlhlp Daughter
Addtou 01 Claimant at d.cod.nt'l d.ath
S'tol,Add,," 3 Rockawav Drive
City CamD Hill Slalo PA Zip Cod. 17011
Probato "0'
Mlacollanoaul Ixpo..lO..
Legal Advlrtising - Cumberland Law Journal
Legal Advlrtiaing - Harrisburg Patriot-News
Blank chock. - PNC Bank
Electric .ervice for decedent's residence (PP & L)
Water..ervice for decedent'. residence (PAWC)
Sewer .ervice for decedent'. residence (Borough of
Lemoyne)
Real eatate taxes for decedent's residence
TOTAL (Allo Inlor on IIn. 9, R.capllulotlon)
(lIma.. IpDCI I. no.d.d, In..rt addltlonal.h.ol' af lam. 1111.)
21-1997-0969
AMOUNT
$3,945.00
75.00
977.44
3,291.00
1,060.00
6,000.00
3,500.00
261.00
60.00
156.00
13;'PO
69.40
37.65
54.00
181. 92
$ 19,676.41
1".111I"'11'111 'w
C~QtIW...nN 01 "NNIVlVAHI"
1""'IItAMCI ,I.. "'UIN
......N' DIC'DfH'
ISTATI OF ETHEL M. DILEO
SCHEDULE J
BENEFICIARIES
FlU NUMBIR
21-1997-0969
N~U~R NAMI AND ADDRESS OF BENEFIC.ARY
RILATlONSHIP
AMOUNT OR
SHARE OF 1ST A TI
A. To"oblo a.q...",
1. Laura J. Ebeling
Oaugh~er
100\
"1M
NUMBER,
-
NAME AND ADDRESS OF aENEFfCIARY
AMOUNT OR
SHARE OF EST A"
e. C,horlloblo ond Go..rnmontal 8oq.otlll
1. None
"
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.. .nlll on lin. 13. RtCopliul."on) $
(If mo,o .poco '1 nood.d, Inl'" ~ddlllonal.hoo'l of 10m. 1110)
/fJ.-).I7- II
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
IHllfRlIANc[ IAK IlIVl!llllH
DEP1. lltOMI
IlARRHUM(iJ, J \ lllllf-OMI
NOTICE Of INIIERITANCE TAX
APPRAISEMENT, AUOWANCE OR UISAU.OWANCE
Of DEDUCTIONS ANO ASSC55MfNT Of TAX
I
04-02-2001
11ll.EO
11.. 24 '-1991
21 97 - 0969
CUMBERI.AND
101
A~ount R.~itt.d
DATE
ESTATE OF
DATE OF DEATlI
FILE NUMBER
COUNTY
ACN
MAKE CHEOK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILI.S
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
OUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifiV': iS4'- EX -A FP'-iiF jj 0 T - NoYic niF - "itiHEifi rANcE - T Ax-iippiliiisE'HENT -; -ACi:ciwANc E - OR - --- - - - - -- - - - - - --
DISALLOWANOE OF DEDUCTIONS AND ASSESSMENT OF TAX
ETHEL M FILE NO. 21 97-0969 ACN 101
If an assessment was issued previously, lines 14, 15 and/or 16. 17. 18 and 19 will
reflect figures that include the tatal of ALL returns asses led to date.
ASSESSMENT OF TAX:
1S. Anount of Line 14 at Spousal
16. AMount of line 14 taxable .t
17. A~ount of Llno 14 ot Sibling
A.aunt of Line 14 taxable at
Principal Tax Due
G PATRICK OCONNOR ESQ
3105 OLD GETTVSBURG RD
CAMP HILI. PA 17011
ESTATE OF
DILEO
TAX RETURN WAS, I
, ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat. (Schedule AJ
2. stocks and Bonds (Schedule 8)
3. Closely Held stock/Partnership Interest (Sohedule C)
4. Hortgages/Hotos Rec.i~.bl. (Sohedule 0)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. JointlY Owned Property (Sohedule F)
7. Transfers (Schedule 0)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpensAs/Ad... Costs/Hiso. Expenses (Schedule Hl
10. Oebts/Hof'tgage liabilities/liens (Sflhadula I)
11. Total Deductions
12. Net Value of fax Return
13. Charitable/Gcvernlllenhl Bequash; Non-eleated 9113 Trusts
14. Net Value of Estate Subjeot to Tax
NOTE.:
rate
lineal/Class A rat.
rat.
coU.br'al/Class Brat.
I X) CIIANDED
III 64,000.00
12) .00
I~)___...."M!_
14' . 00
(5) 73.080.15
1(,) . 00
(7J 500.00
(8'
19)_
lIO)
16,176.41
461.30
Ill)
lI2)
lI~)
lI4 )
(Schedule J)
lI51
lI&)
lI71
lI81
.00 X
120.942.44 X
.00 X
.00 X
'--RRHI'r-- ---IiISCOUNT-T'')"--- -------------.-
NUHBER INTEREST/~EN PAID 1_) AHOUNT PAID
-AA2965~--- ------..--------;00-- -------""'/,000:-00
AM 77951 . DO 54.88
'I
l.-/
SEE
00
-"
06 =
00 =
15 =
(19)=
*
UY,\hl U U, 01.011
ETHEL
M
DATE 04-02-2001
ATTACHED NOTICE
HOTEl To insure proper
oredit to your account,
sub"it the upper portion
of thh fOI'tIt with your
tax pay.,ent,
137,580.15
16.637 71
120,942.44
.00
120,942.44
.00
7,256.54
.00
.00
7 ,256~
:::::::::::: ':;:~:~::;:::~ ,::~::;:.::~:;- ~~~;f~~::t-~ 'i2~
. If PAID AHER DATE INDICATED, SEE REVERSE ( If TOTAL DUE IS LESS THAN $I, NO PAYHEHT IS REQUIRED.
fOR CALCULATION Of ADDITIOHAL INTEREST. If TOTAL DUE IS REflECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REfUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIOHS.)
RESERVATIO)r" Estatu of deo..denh dying on 01' t>efore Ueoelltb.,. 12, 1982 -- If nnY future interest In the estete is transferred
In-PO'lIu.lon or "enJoy"ant to Cless a (00118toral) beneflohlrles of the deoedent after the expiration of "ny e,tAt. for
l1fe or for yGsrs, the COMlIonwelllth hereby QXllressly rotilllrves thu right to "appraise and OS,QSS transfer Inheritllna8 TlIxel
at the lawful Clau a (collator"l) rete on Rny slIoh futuro Interest.
PURPOSE OF
NOTICtl
To fulfill tho requireMents of Suction t'140 of the InhurihlMo and Estate rllx Act, Aot H of ZOOO, (n P.S.
Suatlon 9140),
Ouhch the top porUon of this "at Iou and subMlt with 'lour paYllont to tho Reghtor of Wills printed on UIII rlyorlO side.
--Hake chook or Money order payable tOI REGISTER OF NILLS~ AGENT
A refllnd of 8 tl'lX crodlt, ""hIch WIIS not rllquostod on tho Tax Return, lIIay!Je roquostod by cOllplotlng an nAPpllc!ttlon
for Refund of Pennsylvania Inheritance !tnd Estate ra)(" {RE'.,-13l.'rI, Applications ,"'0 8vllllable ilt the Office
of the R.\Jlster of WHls, any of the 23 Nevonue District Offices, or by oalllng tho Ilpecial 24-hmu'
answering sorvioe for forMS orderlngl 1.1I00-36Z-20S0J snrvlces for tU)(flaVOrs with speoial hearinll and lor
speaking needsl 1~1I00-447-1020 (TT onlY),
Any party In lnterut not latlstied with tho appralse.ont. allow.mco, or disallowance of dedu;,:tlons, or asseu.ent
of tax (Including dhcour.t or Interest) as shoHn on this Hotlce lIust objoct within 51)(ty (60) days of ,.solQlpt of
this Ho-tioe bYl
--written protest to tho PA UOJlartMnnt of Revenue, Board of APpoals, lIspt. 281021, Harrisburg, PA 17128-1021, OR
_ -elecUon to haYo the lIatter deterlllnfld at audit of the account of the pArsonal roprosAntotlye, OR
--appsal to the Orphans' Court.
PAYMENT I
REFUMD (CR) I
OBJECTIONS I
ADHIH~
ISTRATIYE
CORRECTIOHS~
f"aetual orrors dl,co\'llIr.ed 011 this asses SIlent should he addrllSsed In writing tOI PA DApart_ont of Revenue,
Bureall of Individual Te)(8S. ATT"l Post AslleSSllumt Review Unit, Dept. l60601, Ilarrisburll, PA 11l25~0601
Phon. (71]) 781-6S0S, See p3ge !J of the tJooklot "Instructions for Illherltanco Tax Return for e Resident
nec.dent" (REY-ISOI) for an e~planation of ad~inistrfttlvelY correctable errors.
If !tny t8)( due Is paId within throe C3l calendar lIIonths aHor the!.' dscedcmt's death, a fivo percent (SiD discount of
the tax paid Is allowod.
The 15t: tax 8.nelt'J non-participation p9naltv Is co.putod on thu total of tho tax and intereat allilued, and not
paid before JtlnU8ry 18. 1996, the first dllY after thCl end of tho tax e.nesty period. This non-participation
penalty ill appealable In the salllll .annor And In the tho !i<tMo tlllo Jlerlod as you would appoal the ta)( and inter. It
that hao been assessed all indicated on this notlao.
lnt....lt is charlled be!llnning with first day of delinquenoy, or ntno (91 Months and one (11 day fro. ~h8 dete of
d.ath, to the date of paYM.nt. 18)(e5 which hOCilll. dolinquent be foro JilnUllry I, 1982 bear Intore.t at the r..te of
sb (6%) purcent per annuli calculated at It dally rftte of .000164. All tal(09 which bocaMe dollnqullnt on Hnd l'lfter
JanUary I, 1982 wlll billaI' intllrest at a rate which will V<lry froll calcmdar yonI' to calendar year with that rate
announced by tho PA Depart.ent of Revonlle. The appl icable IntArest rates for 1982' through 2001 Hrel
DISCOUHT I
PEH4lTY,
INTEREST I
Y.ar Interest Rat. D811y Interest Factor Voar Intorost Ruto DaB'I Interest factor
198i! ?OY. .OOOMB 1992 9% ,0002'47
lfJII3 16% ,000438 199~-1994 1% ,000192
1964 11% .000301 19()fi-1998 9% .000Z47
1985 13% .000156 1999 7'1. .000192
19116 10'1. .0002.14 21)00 8'1. .000219
1981 9% .000247 lOOt 9'1. .(\002'41
19811-1991 11% .000301
--Intere.t is calculated l'll followsl
IMTEREST ~ BALAMCE OF TAX UMPAIO X MU"BER Of' DAYS OELlMQUEMT X DAUY IMTERES'I' FACTOR
"-AllY NotlCle h"lued after the tax beooles delinquent will rofhot an Intarest (lItlClllfltlon to fifteen (15) days
blvond the date of thll au....ent. If pay.ent Is _adlil ftftllr the Intflrest cOMPutotlon datA shuwn on th.
~otloe, ftddltlonllll Int.rest lIust bl Clalcull'lted.
PAYKflNTI
lIetlan the top pnrUon of thh Notlc. ~nd lub.1t wUh your pay.."t IIIlIQI pavabh to tt,. "III.. and .ddr'"
prlntad on the r.ver.. ~ldI,
If RESIDENT DECEDENT lIake check or eoney or~.r pIIVollbl. tOI REGISTER Of WILLS, AGENT,
If MOM-RESIDENT DHF.DENT .ake chlok 01' ",onlV order pavable tOI COHHONWEAl TH Of PENNSYLVANIA,
REFUND (eR) I A refund of a ta~ oredit, whJr.h Wtll not r.quuted on thl Tex Rlturn, III1V be reque.ted hv (lolpleUny an
"AppllcaUon fo" Refund of Pennsvlvanl,. Inherltanoa and Eltate Tall" (RE~~Bnl. "'pplJcBtlonl ara IIvl'llhbla at
ttt. OfficI of thl Rlgistlr of Wills, anv of th'll 23 RaVlnue Oistrlot Offlcu or froll the Olpart.lntts 2ft-hoLlr
anlll.lrlng 'Irvlc. fOl' forll' ord.r1n", 1-800~36Z~ZOSOJ nrvlolts for bllp,vlrs with specht! h..r1nll Ilnd I or
top..klng ".tldYI 1~800~447-30Z0 OT only),
REPlV TOI
QUIstlony regarding arrors contained on thl5 notice should bw addressed to: PA Departlent of Rlvenul, Bureau
of Individual hxal, ...nNI POlt ...!l....s..nt RIVllw Unit, O.pt. 2110601, Hllrrisburg, PA 171211-0flnl, phonl
17171 187~6S0S.
DISCOUNT I
If anv bM clUI is paid within three (31 CJa11nrlollr lonths aftu tha deced.nt', deaUl, III flvo peroent (SiD dhoount
of the t.~ paid I, nllowed,
PENAL TV I
Th_ 15% '-x unutv non-partlolpntlon penalty is co,aputld on thll total of thlll tfix and Inte,...t 1IS11l1snd, _nd not
paid b_forli Januar... 18, 1996, th_ first dollY after the end of the tall a.nub periOd.
INTEREST I
]n~"'lSt is chargld bell Inning .,lth first day of delinquency, or nine (91 .onthi and one (l) dav frail the dlt. of
d..th, to the dat. of pay.ent. TaMu whlllh bec..e delinquent before Jollnuarv 1, 19112 be. I' Interllt .t the rlta of
sll( (6;() pucent per ."'IUII (I.loul.hld lit a daiiv I'at. of ,000164, All t8XU which beca.e dallnquent on and Iftar
JanulIr... 1, 19112 will bRer Inhrolt at . rat. which will vary fro. calendar yeollr to olllendollr vear with that rat.
8MDunclld by the PA be..,artllent of Mevenue. 1'ha IIppUcub1e Internt rollt.e
Internt Oal1... Jnt.rnt Dalh
YII.r RIte factor .....r Rata fllOtor
1982 20% ,000548 1987 9% .000?4?
1911] 16% .000438 19"8-1991 11% ,0003111
19114 111: ,000301 1991 9% ,000247
19l1S 13;: ,000556 199J 1994 7% ,0OOln
1986 10% ,OOO?14 1995-199ft 9:< ,000247
for 19ft? through 2003 ara,
lnterut O.IlY
V.ar Mlt. Factor
1999 7% .000192
2000 8% .000219
2001 9% ,000247
2011t 6% ,000164
2005 5% ,000117
--Intar.et I. c.lculnted a. foI10w31
INTEREST' BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
-~AnY Notloe Inuad after the talC baool.1 delinquent will refitet In Interut oalouh.t1on to flft..n (15) dlv,
blyond the d!!lt. of tha 1IP.....ont, If l'aVlla"t Iv udl after th. Int.rut cOllputat Ion d.t. thown on thl
Notlc.~ _ddltlon.l Intara,t .w,t b. 01leu1atad.
',i~
.
p~V"EN11
0.1..." th. t.p p.rUon .f tHh N.U.' .nd .u1..1t .lth yo"r ."..n' ..d. .."bl. 10 tho n... .nd oddr..'
prlnhd on tha river'. ,ld..
..w Mitt. oh.ok or aona., ord.r payable tal REGISTER Of WILLS, AGENT,
,""URO (eRII ~ rofund .f 0 t.. .rodlt, ."1." ... .0' "q"..'.d o. "" 1.. ..t",... .., b. "qu..t.d b. ....I.U.II ..
"APplla.Uon f., ..f".d of p.nn..IV./lI. InII.d"/lO. ./ld E...t. To." (.EV-U"', ~ppllootlO/l' oco ...1I.bl. .t
t.. Offl.. of tho R'OI..or 0' Rill., .n. of tho " ..v.n'" Ol..dct Dill..' 01 f,o. tho o.."t..nt'. I.-hour
.n...rlno ,",vlo, 'or fC'.' o,d"lnu' 1-O00.36!-10,"' .....Ic.. fo' ..,p"'" ,lth ...01.1 h..,ln. .nd I 0'
,p.aklnU n..dll 1~aoO"4..7-M20 tTl (InlY) ,
REPlV
10.
.""UO/l' ..."dln. or'O" cO/lt.ln.d on thl. notlo. .ho"ld b. odd"...d to' .~ D.p.,...nt cf ....nu., '''roou
of Indl.ldu.1 1..... ~TTR' .o.t ~......'nt .001.., Unit, D."t. ""01. H""hb"". p~ 1111'-0'01, Phon.
(717) 1a7R6505.
OlleOll""
If onY t.. d'" 10 p.ld .ItMn tHroe '" ool.nd.' .on'h' .ftor 'h. d.o.d.nt'. d..th, . live poro.nt (5!1 dhocunt
of the tlX paid is .Uow.d.
PEMAl TV I
lh. IS! t.. ..n..t, non _."UoIp.tI"n ../l.1\. I. oo..u'.d on tho 10101 of .h. '.' .nd Inlo,..t .......d. .nd /lot
pold b.f." Jonu'" lB, \.... tho 11,,1 d" ofl.' tHo .nd .f tho I.. ..n..tv ..dod.
l"T~AEST 1
Int.r..t I. .h"..d b.olnnlnO .1\h lI"t d., 0' d.llnq".no, or nln. lO' ..n'h' .nd ./l. 1\1 d., fro' tho dot. .,
d..t" t. tho d." .f p....nt. 1.... ,hl.h b.r.... d.llnq".nl b.,... J.n"." I. ,.'1 b.or Intor..t .t tho rot. of
.1. (.~, ..r..nt ..r onnu. ooloul...d .t 0 d.II' ,.t. 01 .000\'" ~II t.,.. ,hi." b..... d.llnqu.nt .n end .ft.r
J.nu." I, ,." .ltI h.or Int"..t .1 . ,... ."Ioh .111 .." fr.' ..I."d.r ,.., t. o.lond.r ".r .lth thet r.t.
e,.,.U"..d b, tho .~ D...rt..nt ., .ov.n"" lh' .p.llo.bl. In."..t r.t.. 'or "" thr.".h "oJ ".,
Int.r..t 0.11. 'nlor..t 0.11, l/ltor..t Oell,
Factor
-
V.ar Rat. Factor V..r Rllt. Faator V..r Rat.
- - - - - -
1"82 20X .000548 1987 QX .000247 1'199 11.
\98'5 16Y. .000458 19&&~19Cf1 11X ,000'5('1 20nO r.X
'1984 11% .000~01 1992 CJX .000241 zoot 9;:
1985 1'5% .U005S6 1995~19Cf4 7X .000192 2002 .!
1916 10:< .000274 llJ95~1998 'IX .000241 Z005 s;:
R-lntarlflt is cll1cu1atad as folloW II
,OoollJ2
,00021lJ
,0002'-1
,000164
.000157
lHTSREBT c BALAHCE OF TAX UHPAID X HUHBER OF DAVB OEI,IHQUEHT X OAILV lHTEREBT FACTOR
--An, R.tI.. Inu.d .ftor tH. t.. b...... d.lInq,,,'" .111 ,..ll.ot ./l Intor'" ..'ou..tI.n ta f\fl..n liS! d.v'
b'V.nd tho d.l. .1 lh. ........nt. If p....n. I. ..d. .It" .h. Int....t o..pu..tI.n dot. .h.,n on tH.
HoUllaJ additional tnt.rut aust b. o"lou1at-d.
ST/\TlJS Jmr.QRT UNDER RULl:~ 6.g
NIII11C of Decedent:
Dlltc of Dcuth:
FlleN\l,:
DILEO, I':TIII':1. M.
11/24/97
21-1l)l)7.()9(,<)
Pursuant to Rulc 6.12 of thc Suprcmc COllrt Orphans' Court Rulcs, Il'eport the
following with rcspcet to \,ol11plclion of thc administration of the above-cup!iol1cd cstutc:
I. State whethcr adl11inistration of the cstatc is cOl11plctc:
Ycs No_X,
2. If Ihe IInswcr is No. statc when thc pcrsonalreprcscntative rcasonably
believcs thatthc administration will hc completc: Refm.c tbc cm' of 2000,
3, I I' the answcr to No. I is Ycs. statc thc following:
Yes_
a. Did the pcrsonalrcprcsclltativc filc a nllal account with thc COlll't?
No_______
h. The scparatc Orphans' Court No, (if any) lor thc pcrsollal
reprcsentative's account is:
c.
partics in intcrcst?
Did the pcrsonalrcprcs\~ntativc statc an account inlormully to the
ycs____ No
d. Copies of rcccipts, rclcascs. joinders and upprovals of lorl11al or
informal accounts l11ay bc filcd with the Clcrk ofthc Orphans' COlll't and l11ay bc attachcd
to this rcport.
Date:-,1/2/2000_
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G. Patrick O'Collllor, ES\I, ..________
Nal11c (Plcasc typc or print)
3105 Old Gcttysburg Rd.
Ca111p Uill. P^ 17011
^ddrcss
._~--~_.."~
IlI-73 7 -.77 6(L _______' _.._ ____u..___.
Tcl. No,
Capacity: ___. Pcrsonal Reprcsentatlvc
_X__Counscl for Pcrsonal Representativc
~,M "N'
PENNSYLV ANIA DEPARTMENT OF REVENUE
BUREAU O~' COLL~;C'l'lONS
ANI> T AXI'A n;R S~;ltVICES
(t:/g~~
October 22, 2001
ESTATE OF: Ethel M Dlldeo
DATE OF DEATH: 11.24.1997
FILE NUMBER: 2197.0969
G Patrick O'connor Esq
310S Old Gettysburg Rd
CampHllI,PA 170\\
Dear 0 Patrick O'connor Egq:
I
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This is to advise you Ihal the above estate is in a delinquent slalus, According to our records. as
of Ihls date the estale slill is nol sellled.
"
The Inheirtance and Estale Tax Act. mandales Ihe tiling of a lax retun! and paymenl of all
oUlstanding liabilities by a personal representative of the eslatc or a Iransferee within nine monlhs of the
decedenl's death.
The Departmenl's recordg show thut Ihis eslate remains open because:
CURRENT TAX LIABILITY OF S 262.94 INCLUI>ING INTEREST
CALCULATED TO 9_23.2001 liAS NOT BEEN PAID.
Accordingly. you are directed 10 file a retun! and pay all lax due including interesl wilhin thirty
days from the date of this letler. Failure 10 comply wilh Ihis directive may result in a citation flied by Ihig
Departmenl wilh the Orphan's Court Division oflhe Court of Common Pleas of (COUNTY) 10 show
calise for your failure 10 comply wllh Ihe law.
\
The law provides thai any person who willfully fails 10 me a retum required under Ihe provision
ofthig Acl shall be personally liable for a penally oflwenty-!ive percent oflhe tax detennined 10 be due
(11' $1,000, whichever is less. This penally Is in additlon to any other liabilities imposed by the Act.
slncere~(),j0
~~3arrick' Acling Dislrlcl Adminislrntor
H;\~i~turg Dislricl Offlcc
Any queslions regarding Ihis eslale, please
CONTACT: THOMAS HOOPER
(717) 783-1405
pp 9
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