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ttl.;'lTI'ION Hm ItltOUA'I'l<: Mild GIlAN'I' 01" LE'I'TlmS
E.Jlalt 0/ _._~~.~~_~I~~~ l_!l.~.. r.~a_~e, _~r. No, .___iJL::3]_~.'tIl~___
ulso known us __.~_."_..__~_~_ To:
...__._.____.________._.. ReMlller of Wills fur Ihe
--;--------T9"9.;;-o:r~T5tJOLJe'.eu.,ed, Coullly of S'~of.1Allil.".. III Ihe
Soclul.~e''l/rlly No, _.__.....__.~___ Commollwealth of I ",lIIsylvRllla
The IIcllllon of Ihc IIlIdcl81&IICd reslleclfully relllescllts Ihlll:
Your Ilelllloner(ll), who IdICl<XIH years OLIIIC \11 ulder IIn tlle e~cculrilL..._..
Foorllary 2~
IlIlhe 11.1 will of the Ibove decedellt. dilled . _....!___.___
alld codlcll(s) daled ____ ___.__________._..
- 1~IHled
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hl'Ut reltv'1I1 drrllll1\lilllCC'J1 C',it. reflllllCilulnl1, denlh or uecUlor, eIC.)
~ecedelll W'IS domiciled III d"lIlh III -.....Ql!.mbe~lii/1(Li----.--T COUIIlY, Pennsylvallia, with
~~l\n1~Ul!tI~I~,or.HR'~c1Ir7lf51~ell'ffldhLu.,9~pl xon J?1.:... vl!L_....____._.._~
Wl'llllhelll, number, TW(l. or IJmo.I
Dlij1<~IIN t~gtrB8r i ve /eflf~2h~~'idJ~lbllr No~~mbrr~h-r.ronroe -'rlJ-?,L--,
al ..__.__.__._......__.__.___.__~.L__ 'm.___~_._'
eKceptls follows, decedelll did 1I011ll1lrry, was 1101 divorced alld did 1101 havc R child born ollldollled
after e~e~ulion of lhe will offered for probale; wasllotlhe vlcllm of II killing alld was never adjudicated
Incompelenl' __~._
Decedent al dealh oWIled propcny wllh eSllmllled values IlS follows:
(If domlelled In I'll,) All personal propeny S 3,000.00
(If nOI domiciled In I'a.) Personal propeny in I'ennsylvanla S
(If nol domiciled Inl'a.) Personal propcny III Coullty SSU--oUO-.
Value of real eslale IlIl'ell'!frlyllllltixon Drive MechanicsburgS~ 176~~
..allulled aL follows: ' ,
Monroe 'lWp.
WHEREFORE, petltloner(s) respeclfully reqlJ.l'~I~'UIHkR~'g~tye of Ihe lasl WIII~'illI~~Rl~
presenled herewllh and Ihe gralll of lellers. ..
theroll,
(lf~lall1ellU"Y; adllllulllrnllOIl (',l.ft.; ndmlnlsUltloll d.h,ll.c,t.a,)
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Esther C. Boose, Executrix
14 I!;st:her Lane
D111s0uF9~-PA 11019
.5<~~!.v (I L IVM~~
OATH 01<' ItEHSONAL ImltlmSENTATIVE
COMMONWEALTII 0)<' I'ENNSYLVANIA } 1:18
COUN'I'Y 01". _3_~~er1and _
Sworn 10 or affirmed alld suhscribed
before me this __ 11 tb _. dllY of
,. .. n"''';mher 19-'!L
[) p,,~ ()... ff.~ ~Sf"h{-:-Re'I.,iir
The pelltloner(5) abcwe'llamed swear(s) or afllrm(s) Ihatlhe SlalemelllS in Ihe foregolllg pClhillll are
true and Cllrrocl 10 lhe hesl "f Ihe knOWledge and belief of pelllioner(s) and Ihat as personal replesen.
lallve(s) of Ihe abovc Jrccdel'.l pelitloncr(s) will well Rnd truly admlnlslel Ihe eSlalc accordln& 10 law.
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WARNING, Ills IlIognl to dupllcato tills copy hy pholo~t"t or photogrupll,
2t-97-9116
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CEATIPIOATE OF DEATH
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CER'rIFICATION OF NOTICE UNDER RULE 5.6(a)
Name'of Decedent I Nathaniel E. Pease. Sr.
Date of Deathl
November 29L-1997
Will No. 1997-00986
Admin. No.
To the RegisLerl
I certify that notice of beneficial interest required by
Ruie 5,6(a) of the Orphans' Court Rules was served on or mailed to
the (ollowing bene (ic iades () f the above -capt ioned es ta te on
December 22. 1997 I
~
Adc:!.l~~
Nathaniel E. Pease. Jr. 20 Cypress Circle. Etters. PA 17319
Esther C. Pease N/K/A
Esther C. Boose 14 Esther Lan~illsburg, PA 17019
Sandra H. Fisher 1 3 sprIngers [,ane, New Cumberland, PA 17070
-
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except-alLpersons notified
Date I December 22. 1997
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Y.'/ /- /-'_'--." / :' / )
Slg)at:;~"( ~?/( (C'/r "'/l~;"/
Na~e Jane M. Alexander
Address 148 S. BaltImore street
Qlllsbur9, PA 17019
Telephonel711 432-4514
; 1
CapacitYl
Personal Representative
X Counsel for personal
representativtJ
1IF.\'I'IilUQ\1/) .t.~~
COMMON~:SYlV^"II"
(){YARTMENT or HLVFNUF
DfPr 1bOilOl
HARRI"{l R' A HI 1
Of:CfOfNT S NAME il A!lf fIRq,. ANn Mlomr l'jlllALl UI,1l a llidl1~ thJ li}l'lpaf.MliOI~\
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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F~E NUMBER
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IIf "PII"AIlLEI ","""NO SI'(,"" 51"'" I"') 111(5) 'N" ",""ll INI1IAtI OI"'At s[ CUIII[' Hl,;:;;;m--- TTHIS RETURN MUST BE FilED IN llUPllCATE WITH THE
_ _ REGISTER Of WILLS
--- .----
eM 1, Original Rclurrl [.1 2. SupplomontBl Return [] 3. Remalnoor RellJrn(dal~O'IIU1I\pnorlO \2-1H2)
[1 4, limited Eslate [J 4a. Future Interest Compromls(1 (da!llo!d~alhaftef 1].\7.67) [] 5. Federal Eslate Tax Return RequIred
[1 6, Decedent Died Tostale lAItH.!"OVyo(l'ldl) 0 7, Decedent Maintained a UI/ir:g Trlmt (M~hcOP1l)f TIU\!) -- e Tolal Number 01 Safe Depo!lit Boxes
o 9, Litigation ProGeeds Rer.ell/ed rJ 10. Spousal POl//Jlty Credit (ddlBoldodth~~r) Il.31.91 nnd \.1.951 [] 11, Election 10 lax under See, 9113(A) (A~II&:1I0)
THIS SECTION MUST BE cOMPLnEO, ALL CORRESPONDENCE AND CONFIDENTIAL TAXINFORMAnON SHOULD BE DIRECTED TO:
''taJ,lE - COMPlEIO\AIWK1AOORESS -
Jane M. Alexander 148 S. Baltimoro street
FIHi,i~jA"f.i[(iiIippi'C~~IO) ------.-. Dillsburg, PA 17019
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717 432-4514
Re.1 Esl.le (Schedule A) (I)
2 Slock' .nd Bonds (Schedole B) (2)
3 Closely Held Corporalion,Partneffihip or Sole.Proprleloffihlp (3)
4. Mortgagos & Noles Receivable (Schedole D) (41
5 Cash, Bank Deposits & Misceilaneous porsonal Property (5)
(Schedole E)
6 Joinlly OWned Property (Schedulo FI (6)
7. Inter-ViI/os Transfers & Miscellaneous Non.Probal~ Property (7)
(ScheduI, G or L)
6 Total Oro.. Assets (101.1 lines 1.7)
9 Funeral Expen,es & Admlnl"rali" Cas'" (Schedule HI (9)
10 Dehls 01 Decedenl, Mortgage llahlhl~s, & Liens (Schedule II (10)
11. Total Dlducllons (Iotal Lines 9 & 10)
1
5
3.6 4
3,7 3
9 '8
6 .4
o
1
5 5 10 0 0.0 0
1 2 13 8 6.2
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6
7,3 8
6 .2
1
(8)
7,5 5 7.3
6,092.4
(II)
2
8
12 N.tVllueoIE.tatl (line 8 minus Line 111 (121
13 Ch.nlable ami Goyernmental Bequests/See 9113 Tro,t' forwhloh an eleclion 10 tax has nol beon (131
made (Schedule J)
53,736.4
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14. Net Vllu. Subjectto Tn (Line 12 mlnu, Ulle 13)
15 Amount 01 \inA 14 taxable
allhospousal 1.:1;( rate I I
See lnslrucUons on reverse side for applicable percentage
1 B Amount of lino 14 taxable
al6%rale 5 3 I 7 3 6
17. Amount of llno 14 taxable
at 1fl%mtc
(14)
x .0
(15)
3,224'18
4 1
x .06
(16)
(17)
(18)
3.224' 8
x .15
-
-
18 Tax Due
19.
> > BlIURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under penallies of peflllry, I declare fhall ~Ive 6xIll'JIioed lhl5 relurn, includin\) ~nylng SChedlllo5 and slatomonts, and to the bes! of m~ kntiledgo /lod Mho!, it is llllo. corroolllf1d complete DecIMalion of prepat8f olhftr
It2!1J!lUillsonalreDrOsll~t~~ionol""-hICh[;(oD.;Vor~J!.I11~nowIOOao .---...--------.~--~--
SIGNAJPRE 0 PERSON RE,iPONSIBLE fOR flUNG RETURN ADDRESS
. ;Yt ,l)j CA5It':vI- -.t? i:(~U.tz-(,V ____~....tL~~ \t'I~'('.J~_1:~~...,. i'A 1I{\I'1
URE OF PREPAREROTIj/:R JtlAN EPRESF.NT~T1VE ADDRESS
(~~<~.i(:.(:( (~~~--'-..--l:~~~L \;,
DATE".--.--
id,J'j/r-/1
DATE '
S /) 'J /!/f
, '
Decedent's Complete Address:
STiih<:!^[)mil-;,~,--. ---- --.. ___H - ~=~
"" -~~~~~:b::~-----=- --~=r_~:PA. -;, 17~;d
Tax Payments and Credits:
1. Tax Due (pago 1 Line 18)
2. Credits/Payments
A. Spous~1 Poverty Credit
8. Prior Payments
C. Discount
(1) 3,224.18
=~~~ 394-: 0 o_.~~
___.__1.2.!i..Jlil__
Tot~1 Credits (A + 8 + C) (2) 2 , 520 .00
3.
InteresUPenalty if applicable
D.lnterest
E Penally
----------
5.
TotallnteresUPenally ( D + E) (3)
If line 2 is greater Ihan line 1 + line 3, enter the difference This Is the OVERPA VMENT,
Check box on pege 1 Line 1910 requllt a refund (4)
Ifline 1 + line 3 i~ greater than line 2, enter the difference This Is Ihe TAX DUE, (5) 704 . 1 8
A. Enter the Interest on the tax due. (5A) -~~-
B. Enter the lolal of Line 5> 5A, This is tile BALANCE DUE. (58) _ 758 .06
.__.4g _ r~ake cleck ~;~; R~G~Y~~j!;-'ii:~f"'~
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or Income of the property transferred;. ........... ..............
b. retain the right to designate who shall use the property transferred or Its income;..
c. retalo a reverslooary Interest; or......................
d. receive the promise for life of either paymeots, benefits or care? ........
2. If death occurred 00 or before December 12, 1982, did (Iecedent wit hiD two years
preceding death transfer property without receiving adequate consideration? If death occllrred
after December 12, 1982, did decedent traosfer property within one year of death without
receiving adequato conslderatioo? ..,..... ............... ................ ......,..0
3. Old decedent own en "10 trust for" or payable upon death bank account or security
at his or her death?. ...... 0
4, Old decedent own an Individual retirement account, annuily, or other non-probate property? ..0
1
4,
Yes
......8
...."
o
....[J
No
[[)
[K]
IKJ
[[)
[[)
KI
[[)
IF THE ANSWER TO ANV OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
IlrmrIT -". --I ~>IIJl.1I1 "'''''_L.IIPilII.~~.~~
72 P,S, ~9116 (a) (1.1) (I) provided for the reduction of the tax rate Imposed on the net value oftransfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 ann before January 1, 1995.
72 P.S, ~9116 (a) (1.1) (II) provided for the reduction of the rate Imposed on the net value oftransfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute g"es n.Qt exemp! a transfer 10 a surviving spouse
from taM, and the statutory requirements for disclosure of assets and filing a tax return are stili applicable even if the surviving spouse
is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by placing an "x" in the
appropriate space.
Old the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
lifetime? Vea 0 No Kl
If you answered yes to the above question, the tax on the trust or similar arrangement Is postponed until tile death of the second
spouse, ot which time it will be fully taxable at the rate(s) applicable 10 the remainder beneflciary(ies). Enter Ihe value of the trust on
Schedule J, Part II, In order to remove it from 1119 calculation of the tax due In this estate. You mal' Wish to file Schedule 0 In order to
make the election available under Section 9113 If the election Is made, the trust or similar arrangement is taxed In the estate of th~
first decedent spouse, the portion of the trust or similar arrangement which benefils the surviving spouse is taxed at the lerO tax rate,
and the remainder Is taxed at the rale(s) applicable to the remainder beneflciary(ies). If you choose to make IIle election, youlTlust
attach Schedule 0 10 a timely-filed lex return, along with Schedule(s) K and/or M In order to show the apportionment of the trust or
similar Mrangement between the surviving spouse and the rem3inder beneficiary(ies).
"
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FINAL
--.--....______'ru_._." ___.
SETTLEMENT
SELlER NAME f.4~l~~<l~t)-.(hv.:",Q r~l.!.M..l..,M"....~~..~~..... DAlE Of SAll(tlUb'f.".....
ADDRESS _... '111.._..~~,yf,~~,h:\.. .... Un.. m~_ n.___..___.~._ PHONE..m_............_..u.__
')i},gJj~C-&~1.0(r..n.HL1IQ..s~S~_.____ ZIPu._.J]O .~).~-=-..__m..~_
LOCATION Of SALEcrl- ~.c;,~o:::-'...._~......._._.._ ...___...___.._.__.
AUCTlONEEL_~~~JL1J. ~~~_._n_..u.___._._.___..._. P~tONE.__Y 3~_~. ~ ;.'),Q ~,
"'TO-kt So..\e.. 311JO. '70
( SELLER'S EXPENSES )
PROFESSIONAL FEES
AUCTIONEER IS."?"
C--RES-EIPTS .~=:)
CLERK d ~()
CASHIER ;J ';)"
OTHER EXPENSES
<I
-lRu.~OO,ll"h_ $
~.OO X ~s.AA. -:::. 3'1.00.4D $
~39.o() '^ 3 ~ $__lf."oo
$_(;'6', 50
$_.__:?~' 0 ~
$._-..~~,-9~<2._ i.
CASH
$_.J~~5:..~_O
$ R.)S.50
...--.--..-....---.--
CHECKS
OTHE~ ~~EIPT~
..-------~..---
$----< ..--.'-
--------.
$~._---_.-
$--~._-~-
$.-...----...--
:J 7/0,?O
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$.. ~~pl..J.r;
--_.._......~-
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$---.-.-.
I !.fe, ~2l-
. $-...-.-.---
-..- $_-----_.
TOTAL RECEIPTS
LESS TOT Al EXPENSES
GsT~L EXPEN~6S $' ,50 I. IS' )
fC( ~ (~
~ET PROCE~AVABLE TO SELLER
$ Ija 0 q, 5.5"'
\11 ji ,; ~ f
I (or we), tho sollor, accoplthls settlemont and acknowledge rocolpt of the above spoclfled not plOcoods
from Ihe auction of my goods onddroperty sold on the above dole. I occopl all responslblllly for providing
merchantable 11110 10011 goods, on proporly sold, and for delivery of 11110 10 the purchosor.
~L~s,,",... ,:~.~""~<=4'":::~fv~
(Sollor's Slgnaturo I
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Inventory 01 the real and personal efllale of
. __~han.!&).J...J,>.9i!J;l.QI .JiL. ..
.-_.~~-----.., -- .... ---
----.. ._-.-----_... ----...
deceased
1. Allthat certain lot of land situate in the Township of Monroe,
county of cumberland and state of pennsylvania, known and numbered.
as 917 Nixon Drive, Mechanicsburg, PA 17055. Comprised of two
tracts, one acquired by deed of Helen Myers and steward E. Myers
dated July 28, 1953 and recorded in Deed Book 20X, Page 267 and
one tract being a portion of a tract acquired by deed of Helen
Myers and steward E. Myers dated september 6, 1956, recorded in
Deed Book 20X, Page 262.
2. pennsylvania central Federal credit Union Account No. 11634-011
3. Members 1st Federal Credit Union - share savings account no.
58096-00
4. Net proceeds of public sale of personal property September 17, 199B
5. Members 1st Federal Credit Union - checking account no. 58096-11
6. Mellon Bank - checking account no. 141-701-0095
7. Blue cross - refund
B. American Legion - death benefit
9. Biblical Archaeology Society - refund
10. Patriot News - refund
,
t.~; }
TOTAL
55000 00
3604 72
3405 23
2209 55
B05 57
1768 56
361 42
200 00
26 66
4 50
21
COMMONWEALTH Of PENNSYLVANIA
COUNTY Of CUM.EILAND
III
gather C,. Boose
being dulV sworn . according io I.w, doposos and says thatB he is the E.xecutriX
01 tho Est.to of N<lthl1n~fJJB..!,~a,Sfil-,.SF.
lat. 01 Monroe Township , Cumborland COllnty, P." d.c....d .nd that th"
within 11 an Inv.ntory mado bV Esther C. Boose ., tho said Executr_ix
01 the ontlro e"ato of s.ld d.codonl. consisting 01 .11 tho porson.1 proporly and re.1 .sht., except r.al .state oullld.
tho Commonweolth of Ponnsvlvanla, and that tho figures opposito ".ch Item 01 tho Inventory repr.sent It's lair valu.
.. 01 the datu of decodont's doath,
_~orn.~..__.._.___.. and sub,crlb.d bofor. mo,
~;4,(/ /,&:'t' ,1<' - t~(lr<jtf:r;
~ ^ Exec.utor . Admlnhtrltor
) f. ~l .
'. v ~ .. '") " 'I
Z~<-~'~;:-;r;'~-~:J.' -~ ,I .
_~-(2~. ._.___t'------ ---
Es ther C;. )3005_e
14 Esther r,ane!_I)J._~1!l.l:l.UI:9L!'.!I..17019
Addr...
o.t. 01 Death . - .
2.9
D.y
Novem\:)e~
Month
.... _....____.._1li.7----------.
Year
IN3TRUCTIONS
I. An Inventory must b. l1\od within throo months .fter appointment 01 p.rsonal ropresentatlve.
2. A suppl.m.nt Inventory must be l1Ied within thirty day' 01 discovery 01 additional ..sets.
3. Additional she.ts may be attached a' to personalty or roalty
.4. See Article IV, Fiduciaries Act 01 ,Q49,
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12-06-1999
PEASE
11-29-1997
21 97-0906
CUMBERLAND
101
[~_m A_M~Un~_R"I.ttOd
MAKE CHECK PAVABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT 1t0USE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: i!147-Ei[ 'AFP--fo"'-:99T -Noi'"icE"iif'- iNHEiiif AiicE -'TAx -'A-pjiR'A-isEiiENT ~ - -A Li:owAiicE"iii- _ ___.. ____ _ _ _ _ __
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
NATHANIEL E FILE NO. 21 97-0986 ACN 101
Iii /;,\ ,'1/
IU~EAU Of INDIVIDUAL TAMES
l"tU. 'ANet: 'A)( nlVlfilOH
tHill', lllOUI
IIAM~UR'IIH(l. 'I" IllZ3'0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF RI!VENUE
(i/
NOTICE Of INHERITANCE TAM
APPRAISENENT, ALLOWANCE DR OISALLDlIANCE
Of OEDUCTIONS ANO ASSESSHENT or TAM
.'1)
DA TI!
ESTATE OF
DATI! OF DEATH
FILE NUMBI!R
COUNTY
ACN
I',
,.,1
JANE M ALEXANDER
148 S BALTIMORE ST
DlLLSBURG PAI.17019
eLIl
ESTATE OF PEASE
TAX RETURN liAS: ( I ACCEPTED AS fUEO
( X I CHAIIGED
SEE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Ro.l E.toto ISohodulo Al
2. stocks and Bonds (Sohedule 8)
3. Clos.ly Held stoQk/Partn.,...hip Int.rest (Schedule C)
It. Horta.g../Not.. Receivable (Schedule OJ
S. C..h/Bank Deposits/Misc. P.rsonal Property (Schedule E)
6. Jointly Own.d Property (Schedule F)
7. Tran,f.,... (Schedule G)
8. Total A...t,
III
(2)
(3)_
141
IS)
16)
(71
55.000.00
.00
.00
.00
12,386.21
.00
.00
lal
APPROVED DEDUCTIONS AND EXEMPTIONS I
~. Fun.,..al E~p.n..s/Ad., Costs/Hilt. E~p.nl.~ (Schedule H)
IG. Dobh/Hodllollo L1obilltlo.iLl.n. ISchodulo Xl
11. Totol n.duotlcn.
12. Hat Value of Ta)( R.tul~n
13. Charitable/Govern.ental lequests; Non-alActad 9113 Trusts (Sch.dul. ~)
14. Hot Voluo of E.toto Subjoct to T."
(9)
I1GI_
7,557,~2
NOTE:
4.617.75
(11)
(12)
115)
(14)
If an assessment was i.sued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
IS. AMount of line 14 at Spousal rat.
16. AMount of line 14 taxable at lin.al/Class A rat.
17. AMount of line 14 taxable at Collet.rml/Class I rat.
18. Principal rax Due
TAX CREDITS:
PAYHENT
DATE
02-25-1998
08-27-1999
*
.iY,II.fU"" UH'l
NATHANIEL E
-I
DATE 12-06-1999
ATTACHED NOTICE
NorE I To insure proper
oradi t to your account_
sUb"i t the upper Portion
of thi. forn wi th Your
tax paYM.nt.
67.306.21
l'.l?1i n?
55.211.14
.00
55,211.14
14, IS and/or 16, 17 and 18 will
returns assessed to date.
liS)
(16)
1171_
.00 x .00.
55.211 .14 X .06.
.00 X .15.
l1a)
RECEIPT
HUltIER
~269789
AA378966
DISCOUNT (+ I
INTEREST/PEN PAlO (-)
126~00
.00
AHOUIIT PAID
2.394.60
758.06
INTEREST IS CHARGED THROUGH 12-21-1999
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTI!REST AND PEN.
__'_M
TOTAL DUE
· If PAID AfTER DATE INOICATED. SEE REVERSE
fOR CALCULATION Of AOOITIDHAL INTEREST,
.00
3.312.67
.00
3.312.67_
.
3,278,06
34.61
61. 42
96.03
( If TOTAL OUE IS LESS THAN .1. NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I. YOU HAY IE DUE
A REfUHO. SEE REVERSE SlOE Of THIS FORtI fOR IIISTRUCTlDHS. I
R€SERVATlON I
Eltet.. of d.c.cklnh dYing on or be for. Oeolttlber 12, 19ft:? .. If any future jnt.r.,t In the .U.t. Is trln.f.rrld
in Po.....!on 01' enjoy.."t to ClaRl " (oollateral) beneflo.ll'lrJI' of the dlCldlnt after the expiration of an!.' ..U,t. for
lIf. or for y..rl, the Co..onND8Ith hereby 8Mprfluh+ r"",v" tho right tCl apprahe end ...us transfer Inhorlhno8,Tlw..
at the lawful Clan 8 ((lull.tl,..l) rete 0'1 any luoh futurl! Interut. '
PURPOSE Of
NOTlCEl
To fulfJll the r.qulrellenh of S90tJOll ZI40 of tho Inherltanoe Qnd EstAte TOI< Aotl Aat 21 of 199E. (72 P.S.
Section 9140).
PAYMENT I
O,taeh the top portion of this Notlog IInd subllllt ..lth your pal/...nt t.o thQ Register of Wills prlntcd on the rIver.. lid..
.~H.k. Oh4/lCll<. or .0n1Y order p8\1uhle till REGISTER OF' MILLS, AGENT
AEFUHD (tA)l A r.fund Qf a tal< crldlt. whioh Mall not requestud on the fill< Roturn, aay be requutlld by co.pietlng an "^ppllcatlon
for Rlfund of Plnnsylvania Inhlr1tlloce and Elltato lax" (REV-UU), Appllcat10ns afe avaihtble at thl Office
of the Re8htef of WUh, "'!II of the 2l Revenue Dhtr1ct OfflcllS. or by calling ttlll speoial 24-houf
answlring ..r"icI nUllbofs for fores ordering: III Pennsyhanln 1-800-3,62-2050, outside P8nnsylvanl" and
within local Harrhburg ."8ft (717) 787-&094. TOO. 1.800-ft47<l020 (SerVit8 for ta)(pllyerli wJth spllliel
heering and :tPI"klng n..dsl.
O!JECTlOHSI Any PllIrty 1n Interest not satisfied with tho apprahe.lllt. allowance or dhalloN8nce of deductions, or ......IIl."t
of hI< (inoluding dhcount or interutl as shown on this Notlc8 .ust Object wJthJn sidy (601 days of receipt of
thh Notice bYl
~-Nrltten protest to the PA Oepartllent of "avenue. Boar(1 of Appeals. OllPt. 28HJ21, Hllrrhburg. PA 17128-1021, OR
uehrctlon to have the lI..tt_r daterlllnacl at audit of th(t 8cclOunt of the personal repru8ntatlvl. OR
uapp..lto the Orphans' Court.
_IN
ISTRATlVE
CORRECTlONSl
flctual .rrors dhclOvered on thls !I.u.n.ant .hould be adclreued in writing tOI PA Depart.ent of Revenue,
!ur..u of IndJvidUlIJ. Tal<us. ATTNI Post Assoss.ent Review Unit, Dept. 280601, Herr hburg, PA 17128-a601
Phone (717) 781-6505. See page 5 of tho booklet "InstrUttlolls fl]r Inheritance Tal< Return for a Ruldent
DIlold.tnt.. (REV-1501) for on el<planatioll of IlIdllinlstratJveh oorrectable errors.
DISCOUNT I
If _ny tal< due Is paid within three ell calendar lIonths after tho docod>Jnt's ltaPlth, II 11"<1 parclnt (5%) discount of
the tax paid is allowed.
PENAL TV I
The 15% t.x An.'ty non"p.rticipatlon penalty Is cCJlIputad on the tqtal of the t.x and Jntorast .......d, and not
paid b.'ol'a January IB, 1996, tho first day aft.1' the end of the tax a.nesh perioCi. This non-participation
p.nalty h appealable Jn the neo IIl1nner und in the the IIlllle Ulle period as YOU would l!lpp.al the tax and Jnterost
tilat hu h.en I..euld as Indioated on thh notioe.
INTERESTl
Int.re.t 11 charged beginnlnu ",Uh first dllY of dellnquencv. or nine (9) 1I0nths and one (1) day frail the date of
d..th, to the date of pay..nt. Tal<e$ which beca.a del.lnquent be foro January 1. 198Z bear intere.t at the rab of
.b (lo%) porcant rer annUlI tftlculflt,,'j ot ft daily rato of .000164. All hll<es which b9C8110 d.l~nqu"nt on and after
January I, 1982 NUl bear Jnterest at a reh which Nill Vflry frail calendar ynr to calendar year with th!lt rate
announcld by the PA Departll.nt of Revenue. The 8Pplltflble Interest rates for 1982 through 1~99 lire I
!!!!: Inter..t Rate Dally Int.,'est fftctar Y.!!r Int_raAt Ratn Dally Interest factor
1982 20Y. .000S48 1988-1991 111. ,000lOl
198:\ 16% .000418 J.99Z 9% .000247
1984 11% .000l01 19l,ll~1994 1'1. .000192
1985 ISY. .000156 1995-1998 9% ,Q00241
1986 10% .000l74 1999 1'1. .000192
1981 9% .000247
--Int.r..t h oalculated a8 folloWSl
INTEREST C IALANCE OF TAX UNPUO X NUnlER OF OAYS OELINqUENT X DAlLY INTEREST FACTOR
--Any Natica i..u.d .fter the tal< becoll8s dallnquent will refleot un Intereut calcullltlon to flft.en,(151 daYJ
beyond thfl dete of the ".....A.nt. If paYMent 15 111'ldo IIftlJ!' tha interest cOllputation date .hown on the
Notloll, additional Int.rut .ust b& calClulflted,
PAVlENT,
Det~h thl tOP porUon of thit MoUe. ."d ,\iIIllt MUh your pay..nt lIade payllbia to ttw nail 8fId Dddr."
prlntod on the rever.. ,Ide.
Jf RESIDENT DECEllE"' .eka chRk or 110M'll order pal/Rbi. tOI REGISTER OF WIllS, AGENT.
H tIOH-RF,SlDENT DECEDENT .... chiactl. or .onllY order payllbla tOI CottttOMWEALTH OF PENNSYLVANIA.
REFlMD (CR)l A raf\.WKI of . hM: crMlIt, which .... not raqu..tod on the 1a)( Return, ..y ba rllqlHlstad by C1~l.t1ng an
"Application for RaflJld of Pennlyl"...1. InhlrltllOOlI 8nd Est"ta h)(" (RfY~Ull), AllplioaUool .ra .vaU..!_ at
tM offiCII of thl R4tlhtar of Willa, Wlyof the 2:J RIVM'll!1 Dhtrlct OffiCII' or froll thtl napart..nt's Z4-hoUr
JO....rlng .ervJ.ca nuMMr. for for.. Ol'cMrlAGl In PIIWl.ylvanlo 1.800-562-2050, out, Ida Pennsvlvanl. end
wUhin 100111 Hard.bUrg at.. (717) 787-11094, Servlols for tsXplYIUI ..Uh Ipact.l h..dng and .~lIklng
needll 1-800-441-3020 (n onlY).
REPLVTOl bitton_ reg.rding Irrors oontaln.d on thh notioe lthould he .ddr....d to: PI. Dopert.ent of Revloue, 'ur~ftU
of Incllvldual hliC.', AllNz poat A".II.snt Revlew Unit, Dept, 280601, Harrhburg, PI. 17128-0601, phone
(117) 767-650S.
PISCOUNT:
If MW tlIC due h paid within thr... (3) cIllndar lIonths .Uer the decadent's death, a fil/e p.rc.nt (SiO discount
0'1 the tlIC pald if, al1Ot1fld.
PENAlTV:
The ISI: taliC ..,..ty non-partlclpation penalty is clOlIPuted on th'l tot.l of the ta)( and inter..t a......d, end not
pald blfors Janullry II, 1996, the flrs'l d.y aft.r the and of tho hlX allOe.ty p.riod,
INTEREST I
Int.r..t I, chlltpd batlnnl", with first day of ckI1lnquenoY, or nln. (9) .onths and one (1) day fro..the data of
.ath, to the data of ply...,t. 'aliC.' which b.c... delinquent before Janu8ry 1, 1982 bur Inter..t at ttlft rate of
.h< (6Z) p.re.nt par 1lMt. c.lculated It II dally rlt. of .000164. "-11 t8l(e. which b.e... d.Unqu.nt on and aft.r
JlnUary 1, 191Z will b..r Int.re.t It 8 rete which wUl 1/8ry frOll cal.ndar y.ar to c.lsndar ye"r with that r.t.
announc~ by the PI. Pepart..nt of R.vent... ThtI applicable Interut rate. for 1982 through ZOOO It.:
V.ar Int.r..t RIte Dally Int.r..t Factor V..r Interut Rltt. Dally Interut Factor
1912 ZOZ . OOOS~8 198,8-1991 111: ,000301
1983 161: .'OD4~8 1992 91: .000247
1984 Ill: .100301 1993H1CJ94 11: .000192
198!i 131: .to0'5S6 1995-1998 91: .000241
1986 101: ."0214 1999 n .000192
1987 9~ .000247 2000 AI: ,000219
-".nt.r..t is calculat.d a. follow'l
INTEREST n IALAMCE OF TAX UNPAID X NU"IER OF DAYS DELINQUENT X DAlf.Y INTEREST FACTOR
~"AnY Motic. tuu.d .ft.r the tel( bsoottU del in<t'..nt will reflot'lt nn int.r..t a.laul.Uun to flft..n ()!i) day.
b.yond the date of the .1lIe..lHtflt. If p.y..nt h .ltdll after tho Int.rll.t cOltputaUon date .hown on the
HOUCI, eddlUooal Inter..t ....t be cl'lloUlated,
DB -18-2000
PEASE
11-29-1997
21 97-0986
CUMBERLAND
101
t~""~:A~~n.mlt~Od_: 3
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
/:;: ,;."~/ f(- N
'U~EAU Of INDIYID~AL TAXES
I"","ITANCE rAM DIVISION
DfJ'T, 180'01
nARMISIURO, 'IA 11126-0bOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENt OF REVENUE
INHI!RnANCE TAX
RECORD ADJUYTMENT
c~
(ii?".~
UV.lttlU'" It,..'l
NATttANIEL E
TOI
NOTE, To In.uro propor orodlt to your oooount, .ub.lt tho uppmr portion of this form with your tox poy..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTlClN FOR YOUR RECORDS ..
ii'iv: iS9j- EX -AFP-r 0"''-: ooy---- "it. - i NHiiiii ANCi - i'iii-RECORD - Ailj-usi'Hiiir-..-- - - - - ---- - - -- - ----- - - - - -- - --
'l{)
DATE
ESTATE OF
DATE OF DI!ATH
FILE NUMBER
COUNTY
ACN
1 ,I
JANE M ALEXANDER
148 S BALTIMORE ST
PO BOX 421
DlLLSBURCl
1./1
PA Il'lM9
ESTATE OF PEASE
NATHANIEL E FILE NO. 21 97-0986
ADJUSTHENT BASED ON.
VALUE OF ESTATE:
PROTEST BOARD DECISION
11)
(2)
15)
14)
15)
I.)
(7)
1. Rool E.to\o ISohodulo A)
2. stocks and Bonds (Schadule 8)
3. Clo..ly Held stock/partnership lnt.rest (Schedule C)
4, Mortgages/Hota. Receivable (Sohadule Ol
S, c..h/Bank OepCJslts/Hhc, fer.Dnatl Property (Schedule El
6. JointlY Owned Property (Sohedule f)
7, Transfers (Schedule 0)
a. Tot.1 ~...t.
DEDUCTIONS AND EXEMPTIONS:
9. Funeral EKPen.../AdMlnlstratlve Costs;
H1.c.l1.n.oul EKp.n..' (Schedule HI
10. D.bt.l"ortgogo Llobllltio./Llon. (Sohodulo I)
11. Tot.l Deduotions
12. Nat Value of Tax Return
ChMr1table/GoYei~nll.ntal aequIsh) Non~ebctad 9113 Trusts
Nat Value of Eltatl Subjeot to lax
I~)
110)
15.
14.
TAXI
15.
16,
17.
(l5)
116)
117)
(la)
A.aunt of Line 14 at Spou.al rat.
Anount of Llna 14 t.~abla at Lin..i/Class A rata
A.ount of Lina 14 at Siblino rat.
18. A.aunt of Lina 14 taxable at Coll.~.r.l/Cl.ss Brat.
Principal Tax Du.
SI
RECtI'" I
_ NUHIER
AA269789
AA378966
---lltSCllUllIT'fT
INTEREST/PEN PAID I-
126.00
,00
o E
02-25-1998
08-27-1999
ACN 101
DATE
08-18-2000
55.000.00
.JLlL
,00
.00
12.386.21
.OJL_
.00
67 ,386.21
,a)
7.557.32
4.617.75
Ill)
112)
OS)
114)
-
12 ,175.07
55 .211.1"
.00
55,211.14
(Schadull J)
~x 00 =
55. 2~L.liX 06 =
,00 X 00 =
.00x15 =
O~)
..!Jl.
3 .312.67
,90
.00
3.312.67
-'--~
A"OUNT PAID
2,394,00
758.06
INTEREST IS CHARGED THROUGH 09..02-2000
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAc-TAX CREDIT
BALANCE OF TAX DUE
INTEREST. AND PEN.
----~-_.
TOTAL DUE
3 278,06
34.61
63,35
97,96
------' --"---
. If PAID AFTER DATE INDICATEO. SEE REVERSE (IF TOTAL OUE IS LESS THAN .1. NO PAV"ENT IS REqUIREO'
FOR CALCULAflON Of ADDITIOIIAL INTEREST, IF TOTAL OUE IS REfLECTEO AS A "CREOIT" ICR). YOU NAV IE DUE
A REf UNO. SEE REVERSE SlOE Of THIS fOR" fOR INSTRlICTlONS.)
PAYIENT..
PetlJClh the top portJotl of thh Notloe end luiNllt with your pay..."t .ad. paYable to thll fl'.. Ind Id~r...
pr Jlttfil 4," the r'Ver.. lide.
~~ Heke chlok or hMY orlMr p,yeble tal REGISTER OF WILLS, AGENT.
,REFUND (CR), Ai I".fund of " tal( oredJt, which was not r.qu..t.d on the hI< Return, ..y b. requa.tad by co.plaUng In
"AppHoIUen for. R'fund of ,..nn.yJ....nh lnhtrltancll end E.hh 11)(" (REV-UU). Applioation, ar. avail,ble at
the OfficII of the R.ghtar of Willi. .ny of 'the 23 R.....nutI Dhtr10t Offio.. or fruII the Papart..nt'. l4-hour
~.w.rlnu .'1"...10' nu.barl for for.. ordHrJngl In P.nn.Yl....nl. 1-800-362-20501 C1utllda Pllnnlylvanla and
within 10011 flarrhborllll". (117) 187-1109". Sar\lICII' for h)(paYlrl wAth 'Pllolal hurlng Ind .p..king
n..d.l }-800-447-]020 CTT only).
REPLY
TO.
QU"Uon. tltgarding error. (Iont.inld on thh notice Ihould b. addr....d to: PA D,part"nt of Re"enu., lur...,
of lndividulll h)l(ll, ATTN, POlt A.....Ill.nt Review Unit, Dupt, 280601, Ho('rhburg, PA 11128~0601, Phon.
(717) 7a7~6!jOS.
DISCOUNT,
If any tal( due Is paid within thr.e (3) calendar .onths aftur the decedent's dutil, tl flv" p.,tj.nt (5:.0 dhcount
of the t81( paid 11 allolf.d.
PENAL TV,
T~ 15% till( ..ne"t)' non~partlcJpation penalty is co.puted or. the total of the till( .nd Intor..t .......d, end not
Pll16 blfore January 18, 1996, the fIrst day .fter the .nd of the tal( a.nesty period.
INTEREST I
I"t.rlst 11 charg"'d begInning with f.lrU day of deUnqu.noy or nIne (9) .ooths and one (1) day fro. the dflt. of
Math to the date of paY"lnt. 18>:e. which hloa"e d01Jnquent be fori January 1, 1982 b.ar Inbre.t .t the retl of
.ll< (6i:J p.rcent per annUlI l1alClulated at . daBy rflto of .000164. AU bll(8S which bee... deUnqulnt on 8nd after
Jlutua,.y I, 193Z wl11 be3r Int.,.ut at a ntt. whioh wil) vary froll calendar year to cnl.ndar y.ar with thet rete
announced by the PA o.Plrtll.nt of RevenuI. The applicab.le Interest ratflS for 1911;? through lOOO dr.:
V..r IntMlllt R.te Daily Inter..t Factor Year Int""ut Rat. Dally Interest Faotor
1982 ;?OY. .000548 19lt8~1991 11% .000301
1983 16% .000438 .I99Z 9Y. .000l47
1984 11% .000l01 199:\~1994 7% .000192
1985 13% .000lS6 1995-1998 9Y. ,000Z47
1986 10Y. .UOOZ74 1999 7% ,00019.2
1987 9% .000l47 ZOOO 8% ,00Cll19
~~Intote.t I, calout.ted ftl folloN'1
INTEREST. BALANCE Dr TAX UNPAJO X NunlER or DAYS DELINqUENT X OAJLY INTEREST f'At1TDR
--Any NoUe. '''~d after the tal( Mao... deUnquent w111 r.fl.at 8n 'ntore.t calaulation to flft..n (1S) d.y.
b.yond the date of the .......ent. If p.YII.nt is .ade after the Int.,'ut cOIIpuhtJon date .h~ on th8
NatlCle, addltlonfll Jnter.,t IIUllt be c.lculllted,
1'"
~--"l