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Home My WebLink About81-00334 ell H ~ ~ m orj'\ ~ ", ~ ~. i~ Ii.' ~ i! i ~o ~. ;1 :z; is ~, 0 ~ ~ ... CN, cu . -= 0 U.I Z NO. 21-81 PETITION FOR LETTERS OF ADMINISTRATION IN THE ES'l1ATE OF "".~~~,~X...~~~..0,q~P9~.......""....".."", DECBAHED. To ,....Mil.r.Y." ,C ",.. .T,ew,;i.s".,..".."..."",..,..,.,..""""""""...".""""",...".,.."""""".", Registel' of Wills 1'01' the COUllt)' of Cumbel'ialld, ill the Commonwealth of PennH;'lvallia, The Peti tion 0 I' ""',' ,f.,~ !:D,.. ~,..,.. 9.c2,r,c;'j,<2,n.""""""""""."",..".,.."""""",.""""...,."""",.,."..""."""",.."""", ....,....,........................'................,....., respect fully sholl'el h that ......T,.i;\r.,r.Y.....;[i.\Y....(1,Or.Q,OJ:l.........................,.. 'd t I' North Middleton TOlI'nHhip (' I 'I' I l' I' St'lt' of Penns)'l- WIUI a rest en. 0 .............""...."..........."'''....''.............H<lI.ough ' lllll H.!I dill AHlIl ~, . fe, vania, and II Citizen of United Stlltes, Ilnd departed this IiI'" intestate in the ('ount)' of ..~,\\mI?fi\r,J.~,!l9 """,..""..,....",.."".,.." "," and Stilt e of .....,..P.!:\ r.\!lS,Y,.J.lI,i;\T.I;!'f.\ "",..,..,.."""", """",.."..,.. ",..""""'.."""....',, ",..'"".. Fr iday 8th ,May . 81 on ........'......'........'......,...... the ..,.................................., dll;' 01 ................................................., A, D" 19,....,...., lit the Ilge of ....,~,~...... ,\'eal'H, That the sllid ........,!7,?I!:Y...,;!,~y..,c;,9.F.g9.!1..........,................ deceaHed, left Hurviving the following named widow or husbllnd, heirs and Ilext to kin, to wit: '}'11 \.;Pf;lL . Name RelationHhip Residence ...................................,............................ ..........................................., "'" A,L,~,9.!:!;t9.!),',!?!:Jy,~..,""""',..,'" "'" ,~,~!;,~, ~~, ~~..~""~ ~..,.., ~,?, 9,~,~..""", ..,..f.ll,l:J.\",\':,.",[l,QJ;AO,O",...."",....""" ....,,/:1QJ;IJ.Il,r., . ..".., "" .,..",.. ........................................................."..... .................................."......" .............."................................................ .......................... -..............................".... ....................................."..... ................."............................................. ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ ................................................................ ............................................ ................................................................ That those above named include all of the next of kin, HO fa I' aH known, The said decedent WIlS possessed of pel'sonal pl'opel'(Y to the eHUmated value of $....,L..9.R9.,.R,9......... and of Real Estate, less incumbl'ance, to the estimated value of $....P............,.............., as nelli' as can be ascertained. That the sllid Real Estate in so fal' aH iH known iH located in ......NI.,~....................................,....,........ ..........................................."........................................................................................................................................... Therefore, your petitioner(iij I'espectfully appl;'(ieH) fO!' Lellel'H of Administl'ation in the above named estate. Dated ......~~X,..~,~........,................... A, U.. l!l,e"l.... J Signature alld A,ldl'eHH ..,.,""'jt.~(~~",.,',..,..".."..".,..,"',.... P J ,.....,.. .j /:,f)r.~jlioneI'IH) W((ON(j' w,..lll ,H.T"}-/ ............".................................."...................................... ........................................................................................ ........................................................................................ COMMONWEALTH OF PEN"SYLVA"IA 1 } HS: COUNTY OF CUMBF.RLAND I b~D ,..""" ..,.." ,....,.."""""""",..".."..,.,..,..".."..,....".""."",...,""" ~,~,R.l:I...F:, ~.,' c:; 1:lR.,[J I:ltoJ,.,.."..",.."",.".."",.""".,. named in the above application being duly ..........................~71.9.P1........, accol'ding to law, Ha)Slhat the facts set forth in the Ilbove application al'e trlle to the b"Ht of ,lJ.er.,...... kllo\\ le~'1\II!elief. ,....,""",..,~,:"l,l?,!:,!),"',.".. ..",........,.".., alld subscl'ihed 1 '" . "Wn'':' E<.GOrcfo.w1.~~"'."n'" ..'" ",.."""", ~~~~~~"~;:~y.,,'~!?,""""',..,..,"',......,' A, D" 1@.1""" t ,':, ":":, :::,:,::: ,,:'::', ',::,:':':::::":'::::.:::::: ':,,::::::::::::::::::::::::::: .0("r...(!._.~;;;;;;;.. ~'i1ed : ......,M.,ClX..,~.?,~....1.~,~,1......................".,......... Attol'n!!.\': Taylor Andrews [9'-/17 J ...........'...................'................................. (ovel') OATH OF PERSONAL REPRESENT A T1VE COMMONWEALTH OF PI~NNSYLVANIA COUNTY OF CUMBERLAND 1 ~~: ..,...., ........,..", ..........,....,..,..".., ,...."..""",..""".."""....".... :.,::,~ ~,..~,:,..~, ?~,~ ?~""",....,""""',..,""'" peti tionel' (~) being duly ..................,......?:-:.?,~,~.................... accOl'ding 10 iaw do t;,?......, depORe and Ray that as the administra ..1;,);,~,~.... of the eRtate of ....,J,'!,~,1?,y....."J.~,y...,gg,1?,~,~,I~....................................,............................ ...............................................................................................,,,.,.................................................................................... deeeased ....,she.........., will well and truly .alminisle.' Ihe good~ and chattels, rights and creditR of said deceased, according to law, And also will ,!i!igenU)' COIllJliy wilh the Jll'ovisions of the law relating to Transfer lnheritance~, ............"..,?W,g,+.T.I......"",..,..,...."",.. and subscrihed before me. ......,........~.~y...,?~.......................... A, D" l~l...., @L""...l?.,.~.................. ...,',..,....,..~r,(.h"~.."..1~!i~....",..,..,..,,.. I~rn E. ..,dicWh ............................................................................................ Be it remembered that on the ..............,~!.~~......, day of ..................~,~:f.....,................ A. D" 19..,~.~.. Letters of Administration in the estate of ......r:,~,l;.F.y....J.~y....\?,g,l;,gg.I:\........,......,........,....,....,....,....,......,....,... ,.." ......' ........ ,....' ,..', ,.." ......,.."....""....,..,",.,...., ,....',.. late of ~9.h,t.1J. ..},1Jddle,t, p,n...'J:,QW,lJ,!o\ IJ. ;i.P,...... ,....',..', ..,.. Cumberland County, Pennsylvania, deceased, were granted to ......,~t;.7.,~..,~,:..,~,?~.~~.~..............,.........., DECREE ........................................................................................................................................................................................ Witness my hand and official seal the day and y~:~~:..:~~~,~~~,~~4.(,?1'....,~,:.., ,!..:..,-::-d......... f ~t~~ (') 05 (')r ::0::0 c'" - rn~ ..::0 ;t~ ::J: c;")o J)::o :"10 ,.. .~o '~::.1 .< ;-lrTl , - q(;:) >.",,!.: N ..~6 f"" =" "",\'''1 ;-r. ""., ~~(I: .'0 ., .,...; ";) --,-. ro' \_r; :" REV.1500 EX + (9.81) BUREAU OF EXAMINATION 'PENNSYLVANIA OEPARTMENT OF REVENUE P.O. BOX 8327 HARRISBURG, PA 17105 Decedent's Nama (last, First, and Middlelnilial) DECEASED Gordon La rr J. Social Securily Number Date of Deatb 206-52-1201 5-8-81 I/-;Jsw - 4- INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21-81-334 Decedent's Address U Gordon Drive Carlisle, PA l70l} CHECK 1. Driginel Return 0 2, Supplemental Return 0 3. Remainder Raturn 0 APPRO. PRIATE BLOCKS 4. life Estate D 5. Fad...1 EstataTax 0 Return Required. 6. Decedent died testate D 7. Dacedent maintained a living D 8. Number of safe deposit 0 (Attacb copy of Will) trusl (Attach copy of trust! boxes inventoried All correspondance and confidential tax information should b. directed to: CORRE. SPDN DENT Name T 1 ay or P. Andrews, Esquire . Address 26 W. Hi~h Street, Telepbona No. (717) 243-0123 City Carlisle Recapitulation 1. Real Estate (Sch.dule AI ( 1) -0- 2. Stocks and Bonds (Scbadul. B) ( 2) -0- 3. Closeiy Heid Stock/Partnersbip Interest (Scbedule CI ( 3) -1)- 4. Mortgages and Notes (Scbedule D) ( 4) -1)- 5. Casb & Miscellaneous Personal Property (Scbedule E) ( 51 !$, 00 /. JO RECAPIT. 6. Jointly Owned Property (Scbedule F) ( 61 -0- UlATlDN 7. Transfers (Scbedule G) ( 7) -0- 8. Total Gross Assets (total lines 1-]) AND 9. Fun.ral Expenses Administrative Costs/Miscellan.ous Expenses (Scbeduie H) ( 9) 6,037.62 TAX 10. Debts/Mortgages/liens (Scbedule I) (10) 2,091.38 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate !line 8 minus line 111 CAlCU. 13. Cheritable Bequests (Schedule JI LATION 14. Net Valuesubject to tax !line 12 minus line 13) State P A Zip (8) 8,067.56 (111 8,129.00 (12) (01. 44) (13) (14) (01.44) Computation of Tax 15. Amount of lin. 14 taxable at 6% rate (include values from Scbedul. K) 16. Amount of line 14 taxable at 15% rate !include values from Schedule K) Principal tax due (add tax from lina 15 plus tax from line 16) Total Prior payments: (a) Amount Paid (b) Plus Discount (cl Minus Interest 19. Balance Due !line 17 minus line 181 Make Check Payable to: Register of Wills, Agent ... PlEASE RECHECK MATH" . (151 (61.44) x.06= -0- (16) x.15= 17. 18. (17) (18) (19) -0- Under penalties of perjury, I declare tbat I have examined this return, including accompanying schedules and statarnents, and to the best of my knowledge and belief, it is true, corract, and complete. Declaration of prep"er otber tban the personal representative is based on ell information of wbicb preparar has any knowj!dge. / / C' 3 7--,J/n1 ~.Lk.-<"/~.-.- 41 Gordon Drive, Carlisle, PA -/-'1Z SIGNATURE OF PERSONAL REPRESENTATIVEISI ADDRESS DATE Admin'stratrix, Estate of Larry J. Gordon '7 :C1!....,1!.M..~6 W, High Street, Carlisle. PA URE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS .~./_3"Z DATE YES NO X X X X :i ! , X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW. DECEDENT'S DOLLAR VALUE % OF DECEDENT'S INTEREST INTEREST IlEV.1510EXt 19:11} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "G" TRANSFERS Gordon, Larry J, FILE NUMBER 21-81-334 1. Did decedent make any lifetime transfer of property without receiving a valuable and adequate consideration which was to take effect in possession and enjoyment at or after death, or in which the decedent retained either: a, the possession or enjoyment of or the right to income from the property transferred I or, b. lhe right to designate the persons who shall possess or enjoy the property transferred or income; or c. a reversionary interest? ---------~----- - -- - - - - - ---- ------ . 2. Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to, or for the benefit or care of, decedent? ------------ - ----------- --------- 3. Did decedent, at any time, transfer property, the beneficial enjoyment of which was subiect to change because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of lawl ------------------- ---------- 4. Did decedent within two years of death transfer a material part of his or her estate without receiving a valuable and adequate consideration I - ----------- ------- - ----- ---- ITEM NUMBER ASSESSED VALUE TOTAL VALUE OF ASSET DESCRIPTION OF PROPERTY A. Real Estate: 1. B. Personal Property: 1. TOTAL (Also enter on line 7, Recapitulation) (If motl 'PIC' 1. need.d In.ert .ddltlonal ,h..t. of 11m. ,lzl) $ X -0- l'" \": ~n (":=1 , 05 N :p .1:) r"o' ::JJfg Iljn :10 ":0 ,".) r'o, ,'-.:l '0 ~ (i, INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S, section 2485). If the tox is paid wilhln three (31 monlhs alter the decedent's dealh, a discount of 5% of the lax paid is allowed. Inheritance Tax becomes delinquent nine (9) monlhs alter the decedent's dealh. Inlerest is charged at the rate of six (6) percent per annum on the amount of unpaid tax. (SEE EXAMPLE BELOW) EXAMPLE: If a balance 01 tax due of $2.000.00 is in a delinquent status from ~. and payment is made on 5-23-80, the interest is calculated as indicated below; STEP 1 Determine the rate of interest from the table below. STEP 2 Multiply the balance of tax due by the rate of interest STEP 3 Add the interest to the balance of tax due. Interesl from 3-03-80 to 5-23-80 Results in: 2 Months = 20 Days = Rate of interest = ,010 + .00335 .01335 Balance of tax due Rate of interest INTEREST $2.000.00 x 01335 S 26.70 8aiance of tax due $2.000.00 Plus Interest to Date of Pavmenl (+) $ 26.70 TOTAL tax and interest to Date of Payment $2,026.70 --------------------------------------------------------------------- 1 month .005 4 months .020 7 months .035 10 months .050 2 months .010 5 months .025 8 months .040 11 months .055 3 months .D15 6 months .030 9 months .045 12 months .060 1 day .00017 11 days .00186 21 days .00352 2 days .00034 t2 days .00203 22 days .00369 3 days .00051 13 days .00220 23 days .00386 4 days .0006B 14 days .00237 24 days .00403 5 days .00085 15 days .00250 25 days .00420 6 days .00101 16 days .00267 26 days .00437 7 days .00118 17 days .00284 27 days .00454 8 days .00135 18 days .00301 28 days .00471 9 days .00152 19 days .00318 29 days .00488 10 days .00169 20 days .00335 30 days .00500 ----------------------------------------------------------_.~--------- Any party ,n tnterest. Including Ihe Commonwealth and the personal representallve, not satISfied wilh the appraisement and assessment may object Within Slxlv (601 days afler receipt of this No\lce as provided by Section 100 I of the Inhen"nce and Estate Tax Act of 1961 (72 P.S. sec, 24B5 - 10011. MAKE CHECK OR MDNEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT" DETACH THE TOP PORTION OF THiS FORM ANO SU8MiT WiTH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE iNHERiTANCE TAX iNSTRUCTION 800K FOR ADDRESS. REY. 1593EX (11-82) PENNSYLVANIA DEPARTMENT OF REVENUE I INHERITANCE TAX ~SSESSMENT BUREAU OF ACCOUNTS SETTLEMENT CONTRDL NO. 101 P.O. BOX 2055 HARRISBURG, PA 17105 RECDRO ADuUSTMENT _ _ ___. ~___~__. DA.!.:...-Q.Q.:l.~___ ESTATE DF GORDON LARRY J FILE ND. 21 B1-0334 OATE OF DEATH os=.Qll.::llJ...- _------3Q!!!!iI'L-CU.MflERl<l\NJl NDTE: TD INSURE PROPER CREOIT TD YOUR ACCOUNT SUBMIT THE UPPER PORTION DF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOYE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WI LLS, AGENT." TAYLOR P ANDREWS 26 W HIGH ST CARLISLE PA 99999 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE C;~!. !'!-9~~. !.Hl~ _L!N..E. - . - - . - - . - - . - . . - - - . - - - - - . - - - - - . - - . - - - - - **INHERITANCE TAX RECORD ADuUSTMENT** ..--------------- ESTATE DF GORDON LARRY J FILE ND.21 81-0334 ACN 101 OATE 06-15-83 ADJUSTMENT BASED ON: PROTES~ARD DECISION YALUE OF ESTATE: 1. Real Eslate (Schedule AI 2. Stocks and Bonds (Schedule BI 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Notes (Schedule 0) S. Cash &. Miscellaneous Personal Property (Schedule El 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Gross Assets ( 11 .00 I 21 .00 ( 31 .00 141 ~ (51_ 26,817.56 I 61 .00 ( 71 .00 ( 81 26,817,56 DEDUCTIONS ANO EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) 10, Debts/Mortgages/Liens ISchedule II 11. Total Deductions 12. Net Value of Estate '3. Charitable Bequests (Schedule Jl 14. Net Value Subject to Tax ( 91 1101 7,850.12 2,091. 38 1111 1121 1131 1141 9,941.50 16,876.06 .00 16,876.06 TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 14 taxable at 15% rate 17. Principal Tax Due TAX CREDITS: 1151 1161 16,876.06 ,00 X,06= X.15= 1171 1,012,56 .00 1,012.56 PAYMENT RECEIPT DISCOUNT (+ I DATE # INTEREST 1-1 07-01-82 049627 23.75- OB-1l-82 049717 5.86- 11-09-82 049945 42 .88- 11-09-82 ABATED .00 AMOUNT PAID 165.06 7.72 847.50 68.59 . IF PAID AFTER DATE INDICATED SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST RETAIN THIS PORTIDN FOR YDUR RECORDS TOTAL TAX CREDIT BALANCE DF TAX OUE INTEREST TOTAL DUE 1.'-'1 . 3 3.82CR .00 3.B2CR (If Balance Due is less than $1.00 no payment IS required) -. - .- ,,, - (",.. '-,.... Wt:l ~., ~ci; :0 '. Interest: If any tax due is paid within three (3) months after the decedent's death, a discount of five percent (5%) of the tax paid is allowed. . the discount period is calculated in calendar months. Example: date of death 1-15-82. discount period expires 4- 1 5-82. Except for tax on a future interest, inheritance tax becomes delinquent at the expiration of nine (9) months from the date of death. . Inheritance tax on a future interest becomes delinquent at the expiration of three months from: - the date of election to prepay or _ the date 01 death of the life tenant or annuitant Interest is calculated on a daily basis from _ delinquent date to date of payment on any tax unpaid on delinquent dale _ date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: Discount: Delinquent Date 5/27/43 to and including 12/31/BI 1/1/82 to and including, 12/31/82 1/1/83 10 and including 12/31/83 Annual Interest Rate Daily Interest Factor 6% 20% 16% .000164 ,000548 .000438 Those estates that become delinquent on or before December 31. 1981 will maintain a constant interest rate. The rate in effect when the tax first becomes delinquent will remain constant until the delinquent tax balance is paid in full, Those estates that become delinquent on or after January " 1982 will contain a variable interest rate. Thus. taxes that remain outstanding from calendar year to Calendar year will be subject to the different rates in effect on each January ,. Interest is calculated as follows: INTEREST = BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. If a tax balance remains outstanding for more than one calendar year. a separate interest determination must be made for each year at the applicable rate. (Only one calculation is necessary if the estate maintains the constant interest rate,) Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (151 days beyond the dale of the notice. If payment IS made after the interest computatlon date shown on the Notice, additional interest must be calculated. To Remit Paymenl: Detach the top portion of thiS Notice and submit with your payment to the Registe~ of Wills of the county shown on the Notice, . Address information is listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident Decedent." , Make check or money order payable to: Register of Wills, Agent. REV.t470 EX 111.811 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUR~AU OF EXAMINATION - P. O. BOX 8321 HARRISBURG. PA 1710[, INHERITANCE TAX EXPLANA TION OF CHANGES DECEDENT'S NAM.E. _._~,tJjcrvlcr,,- ITEM SCHEDULE NO. ) ~:~~J)ATI~~~~~I~^~G~~' _ ~llE: N~_...1/ - 81- 0334 ~v~. . _-:r/,-,-- eo:cVL.} 'i (l11'-"}v.-tfCu.'.u;......., .LrJl.U :.>-I/,..;rs, <LAy. ~~..vJ ~C'1l ;t.,. /rtc .;;'/........,6 ,<.<1 j'.<-&!/C?'4'.; ~~/oA"" tLz.,b~1.", -(-.2&. - <:;'7 ,J>v."-'__ ~-""~ If ,. ,. 'a ..:; - 'i'2.. ",. \\ '-60101.<:l. J 3 '150,00 , I' .,..t.)l tL<v.U.-7'.:.. o>..-ffu... -:~ U.4.<'-..o,'NJ f).dlL<.:U~ ()-tt"'~'7.A.<-(f. -1-2& - '6"?- II ," S'.~-~Z- # /:; '8 J '1 , S (p . '1j 12J,oo - n7-5"D t .t.) 75"I,~~ X . tJ{P (""'~ - /~ __d'~ /t,5:P6 JJ~ ..?; ;u A d<t--,/:!!.~.:U- ~-rtf ... .;I3,J~ . . M tZ. ,~1. ~&~ I .:d..-_~ . ~-M--dI ... ;iL../ 'Y/:"-'--7fV"",.;P- nv I~-t- "l;l.. 7k- ~ ...I :z;;c ~ :a-. a-;~:...:r- i J f'l7,S'u (Po- /1- 7 - 'i'z... ~.::a.. .let-~, 1-:rk' ~~~ fl.. .~X~ ~~.... ~ L.eU: ~~ vi'- 1~ . '1u- ~~ ~ ~ If- /~ --- .9&- ~1 .j/ 3. <(:2. . /LI 2/tt-k Lp-;l'i * ..:....;; TAX EXAMINER: $1..-:1 /~ W~a..J . (/ PAGE lif/ ,^.,~~,...~~, -.-,.. .< .-* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BOARD OF APPEALS P.O BOX 1874 HARRISBURG, PENNSYLVANIA 17105 KW Itl n.r. !:r;'~'l\\1'h OFI llOit.rd 8()cbJt tfo. 301501..) 1W! Larry ~l. (rt,rtlon File fio. 2l-~1-0334 l'E'rI1'It\tllr.VI CounLy of CUMhat" lond r"Jrn 1:. Gordon Da ta of De"th I 5-U-Hl nliltt'. ot 1l.r':vra1nr,uflf.1nt If 1\B.GCHJSn'lfmtl 12-(,-02 Datu Prota.t Filed. 1-21-U3 !lr.l:'tU-:f-!:H'1'^TIV1~ I Examiners Donna r.. ^um~nt 'l'dylor P. AI,dra~"l'1, ~:51qll.L("(l 26 ~Of.Jt l1iqh 5trf!lct c..dio1o. "II 17Q13 l1"oioio" lI..ilinq Datil' Dat'" of !hmin~j1 MAY 1 61983 D}~CISION Al.m ORDr.H Upon revi"", or thll evldoncn Aub.tlttnd by ""tition..r am) DIlI'''rt- tlentnl r..cor<I~. it iR h"r"b~', ()rd"Tcd, thAt the protant bo OUBtained. 'I11j1j Uopartrn€mt. Dhow the tollowin'), ~ 0,067.50 3.750.01) ~ll,a17.56 - B,129.00 937.50 ~ .,7S1.0G .OG $ 1(j5.06 .,. 3.13'1 $ l6P. ~)) l()~). 06 $ :l.!l7 .,. 0.03 ~ 3.90 , 7.72 $ 3.S~ of >>~'vcm,w. 1e dirc.ctCld to lldjuGt itn recorda to GrOSH AVfiots 4-2~-82 Apprnis~'Qnt GrOHS AnGet. 6-J-~2 ~r.prai".m~nt !fatal Amffat(.] lnt two !\ppra1SC111onte {)oductlon.. "PPl'ovetl 4-26-02 De <luctionu lI!ll!rOve,] a-)-92 Hot Vulue .GUhjt1C"l:"tO t]:ax Tax Out} InteroGt 2-',-G2 tll 7-1-lJ2 (.000164 " 143 days) Total I)Ull i\aymtfnt 7-1-D?. Intoro,," 7-1-02 to '1-11-02 (.000164 " 41 clayn) L1lt. lonc~ C-'\hl Pllyr:",mt a-ll-e2 OV'>l'pnyment RlV.3(i:!C DAi2.-a1) , '"'--------------------- Lar.ry ,,1. Cordon nonrd Docket ~Io. ) OB 70 -?,- Tho rCCQrdR tthouln ohm" further, t.hnt tJH.' .:u:motn unt' dAductlono nppra!!lud I.)ocemh~r 6, 19n2 wero thr:. rOHult of llti~ration within t.he rnoaning of Ouction 717 of tho Inhiflrital1ce '-\lH! Hflt.'tte Ta:-<: 1\ct of 19G1. The paYblont of t..,. in tho amount of SlM7.5,) on t~ov"'llbor 9, 19R2 on thn net value of thir. "G"ot met tho nGt~tOG inheri.tance t"" liability thare. on in full. The ,",otate in grantod n rofund in the Mount of ~J.82. FOR '.rUE !JOhn}) 01' ill'l'RhLfi , .~'" D(J11Jli! f.;. ,t\uJnl!nt, t~xafl'llner I I I I I I I I I I I I I. I I I I I I I I I I I Kevin J. 11oody, L-iw f'\E\lI'lhar . ,///,/," ,,'>//','>/ , Timothy J. Ha.-rnoy, "~aroher jr r.-07-OB /1 '} /..-' L / REV,1500 ~X. 19,a1) -.C'( .;)0 --7-' ' BUREAU DF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX 8327 HARRISBURG, PA 17105 Decedanl's Noma (Last, Firsl, and Middlo IniUel1 DECEASED Gordon Larr Ja Social Security Numbar Dalo 0' Deoth 206-52-1201 5-8-81 INHERITANCE TAX RETURN RESIDENT DECEDENT Filo Number ?1 _Al_fl1'1.l.t Decedenl's Address 41 Gordon Drive Carlisle, PA 17013 CHECK 1. Original RalUrn 0 2. SUPnlemantei Return [!] 3. Ramainder Return D APPRO. PRIATE 4. Life Estate 0 5. Foderal Estato Tax 0 Relurn ReQuirad. 6, Decedent died tostato 0 7. Decedent maintained a living 0 8. Number of safe deposit 0 (Attacb copy of Will) lrust (Attacb copy of trust! boXBS inventoriod All corresponJence end confidential tax information should ba directed to: BLOCKS CORRE, SPONDENT Nama Address 26 W. High Street Ta lor p, Andrews Telephone No. (717) 243-0123 City Carlis le Stato PA RECAPIT, ULATION Racapitulation 1. Real Estate (Schodule A) ( 11 2. Stocks end 80nds (Schedule 8) ( 2) 3. Closcly Held Stock/Partnersbip Interast (Scheduie C) ( 3) 4. Mortgages and Notes (Schedula 01 ( 4) 5. Cash & Miscellaneous Personal Preperty (Schedule E) (5) 6. Jointlv Owned Property (Schedule FI ( 6) 7. Transfe~ (Schedule G) ( 7) 8. Tutal Gress Assets !total lines 1.71 9. Funerai Expenscs Administrativa Costs/Miscellaneous Expenscs (Scbedule H) ( g) 10. Debts/Mortgages/Liens (Scbedule II (10) 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate !line 8 minus line 111 13. Cbaritable 8equests (Scbedule J) 14. Net Velue subject to tax (line 12 minus line 131 (11) 937,50 (12) 2,812,50 (131 a (14) L,BU.50 1st return 61. 44 2,751.06 x.06= 165,06 o:l N J,/JU.UU AND ( 8) 3,750.00 937.50 TAX CALCU, LATION less deficit Computation of Tax 15. Amount of line 14 taxable at 6% rate !include values from Scbadulo K) 16. Amount ef lina 14 taxable at 15% rate !include values from Scbedula K) Principal tax due (add tax frem line 15 plus tax from lino 161 Total Prior payments: !al Amount Paid (b) Plus Discount (c) Minus Intorest 19. Balance Due !Iina 17 minus line 181 Make Cbeck Payable to: Register of Wills, Agent ... PLEASE RECHECK MATH' .. (15) 2,751.06 (16) x.15= 17. 18. (171 165.06 (181 165,06 (19) Undar panalties of perjury, I declare tbat I bave examined tbis relurn, including accompanying schedules and statements, and to the bast of my knowledge and belief, it is true, corract, end complato. Declaration of prcperer other than the personel represcntaUve is basad on ell information of wbich prcparer bes anv nowladge'r 1.', /}) ~ c.: ./~-< ~.-.~ ). ?.., ~__ 1/, _ J._ S/~). SIGNATURE OF PERSONAL REPRESENTA IVElSI ADDRESS DATE 1.<.\ I(,c~. e s: ~ CJ-d,;4 AD RESS 7. (~?? DA'rE Zip ::PJ~ rrl<:,".l r:'t":'l '-~ -:D ,i-:l ., .' . il FERN E. GORDON, Administratrix of the Estate of Larry Jay Gordon, IN TilE COURT OF CONl-lON PLEAS OF CUl-ffiERLAND COUNTY, PENNSYLVANIA NO. 4136 CIVIL 1981 Plaintiff v. KERRY DEAN LYTLE, Defendant IN TRESPASS ORDER OF COURT AND NOW, Narch 2, 1982, after careful consideration of the petition filed, it appearing that sufficient monies will be in the estate of Larry J. Gordon to pay all debts of. the said estate and that the sole beneficiary of his estate is his mother, the Administratrix of the Estate, who is an adult, settlement of the survival action for the net sum of $7,925.75 is approved. Since the sole beneficiary under the wrongful death action is the decedent's mother, Fern E. Gordon, and nD minors are involved in any way, the court approval of the wrongful death action is not required. A TRUE COpy FfiOM fl2COAD In Tosllmoni \ovhui'w..'(, I ill}(u UI1i0 set my hand and tlla sea: 0', ","~: .,......,.~, ("V, II.",'" P^ . v... ..,.... \,., I.... ~~ 1;;, "", ThiS~ 0,1-" - ~~ 19$'< /" ~ Prothonotary v~aylor P. Andrews, Esquire For the Plaintiff Craig A. Stone, Esquire For the Defendant By the Court, /5/ ~ .).~ Dale F. Shughart, P.J. :dp (See Wexler, etc. v. Pennsylvania Transportation Co., 3 D. & C.2d 122) '-. REY. 1547EX (, -B2) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX 8327 HARRISBURG. PA 17105 ASSESSMENT CONTROL NO. 101 NDTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIDNS, AND ASSESSMENT DF TAX DATE 0 - 3- 2 ESTATE DF GORDON LARRY J FILE NO. 21 81-0334 DATE DF DEATH 05-08-81 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CR~DIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION DF THIS NDTICE WITH YOUR TAX PAYMENT TD THE REGISTER DF WILLS OF THE ABOYE COUNTY. MAKE CHECKS PAYABLE TD "REGISTER OF WILLS, AGENT." IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE DF DEATH. A DISCOUNT OF 5% DF THE TAX PAID MAY BE DEDUCTED. TAYLOR P ANDREWS 26 W HIGH ST CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE - - -~ - - - - - - - - -- - - - -- - - - - - - - - - - - - -- - - -- - -- - - - - - -- -- -- - - - - - - - - - - - -- - - - --- " REV. 1547EX (I-B21 BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P.O. BOX B327 HARRISBURG. PA 17105 ASSESSMENT CONTRDL NO. NOTICE OF INHERITANCE TAX APPRAISEMENT, AllOWANCE OR DISAlLDWANCE DF DEDUCTIONS, AND ASSESSMENT OF TAX 101 EST ATE OF GORDON DATE DF DEATH 05-08-8" NOTE: TO INSURE PROPER CREDIT TO YDUR ACCOUNT PAYMENT TO THE REGISTER DF WILLS OF THE AGENT. " IF TAX PAYMENTS ARE MADE WITHIN OF 5% OF THE TAX PAID MAY BE DEDUCTED. DATE 08-03-82 FILE NO. 21 81-0334 COUNTY CUMBERj..AND SUBMIT THE UPPER PORTION Dr THIS NOTICE WITH YDUR TAX ABDVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, 3 MONTHS OF THE DECEDENT'S DATE DF DEATH. A DISCOUNT LARRY J TAYLOR P ANDREWS 26 W HIGH ST CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE -------- -- --- --- -- - - - - -- -- - --- -- -------- - -- -- - - --- -- ----- - -- ----- -- ---. NDTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLDWANCE DF OEOUCTIDNS AND ASSESSMENT OF TAX DATE 08-03-82 ACN 101 TAX RETURN WAS: I ACCEPTED AS FILED J FILE NO,21 81-0334 IX I CHANGED - MATH ERROR ESTATE OF GORDON LARRY APPRAISED VALUE OF ESTATE: 1. Real Estate (Schedule Al 2, Stocks and Bonds (Schedule BI 3. Closely Held Stock/Partnership Interest (Schedule Cl 4. Mortgages and Notes (Schedule Ol 5. Cash & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Total Gross Assets APPROYEO DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdmInistrative Costs/Miscellaneous Expenses (Schedule HI 10. Debts/Mortgages/Liens (Schedule Il , 1. Total Deductions 12. Net Value of Estate , 3. Charitable Bequests (Schedule J) 14. Net Value Subjecl to Tax ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate 16. Amount of line 1.4 taxable at 15% rate 17, Principal Tax Due T AX CREDITS: PAYM~ DATE 07-01-82 RECEIPT # DISCOUNT (+) INTEREST H 4.03- 049627 THIS ASSESSMENT IS BASED ON: 1 SUPPLEMENTAL RETURN ND INTEREST IS DUE IF PAID BY 07-01-82 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS. (1) ( 2) ( 31 ( 41 ( 5) ( 51 ( 71 .00 .00 ,00 .00 3,750.00 .00 .00 ( 81 3,750.00 ( 9) (101 937,50 .00 (1') 1121 (13) 1141 937,50 2,812.50 ,00 2, 751. 06 (151 2,812.50 X.05= 168,75 (15) .00 X,15= .00 1171 168,75 AMOUNT PAID l 165,06 I I I TOTAL TAX CREDIT 161. 03 BALANCE OF TAX DUE I 7. n (If Balance Due IS less than S 1.00 no payment IS required) RETAIN THIS PORTION FOR YOUR RECORDS -, .,'. oS N .= .-"" r;;rt1 .." '.,:0 .~,~ {71 .., '? ..- 'C "'" INFORMATION This document is the NotIce required to be gIven under Section 709 01 the Inheritance and Estate Tax Act of 196 I 172 P.S. section 2485), If the lax IS paid WIthin three 13) months alter the decedent's death. a dIScount of 5% 01 the taX paid is allowed. Inheritance Tax becomes delinquent nine (91 months alter the decedent's death. Interest IS charged at the rate of SIX 161 percent per annum on the amount of unpaid tax. ISEE EXAMPLE BELOWI EXAMPLE: 11 a balance of taX due of $2,ODO.00 IS In a dehnquent status from ~, and payment IS made on 5-23-80. the interest is calculated as indicated below; STEP 1 Determine the rate of interest from the table beloW. STEP 2 Multlplv the balance of lax due by the rate of interest. STEP 3 Add the interest to the balance of lax due. Interest Irom 3-D3-80 to 5-23-80 Results in: 2 Months :::: 20 Days ; Rate of interest :::: .010 + .00335 .01335 Balance of tay. due Rate of interest INTEREST $2,ODD.00 x .01335 $ 26.70 Balance of tax due 52.000.00 Plus Interest to Date of Payment (+) $ 26.70 TOTAL tax and interest to Date of Payment $2,D26.70 - - - - - - - - - - - - - - - - - - - - -.- - - - - - - - - - - - - - - - - - - - - - - -.-.- -- - - - _.- - - - - - - - - - -- , month .005 4 months ,020 7 months .035 '0 months .050 2 months ,DID 5 months ,025 8 months .040 1 t months .055 3 months .Ot5 6 months ,030 9 months .045 , 2 months .060 I day .00017 11 days .00186 21 days .00352 2 days .00034 I 2 days .00203 22 days .00369 3 days .0005\ 13 days .00220 23 days .00386 4 days .00068 '4 days .00237 24 days .00403 5 day' .D0085 15 days .00250 25 day, .00420 6 days .00101 I 6 days .00267 26 days ,00437 7 days .00" 8 i 7 days .00284 27 days .00454 8 days .00135 18 days ,00301 28 days .00471 9 days .00152 19 days .00318 29 day' .00488 10 days ,00169 20 days .00335 30 days .00500 -----.- - --- ------.-- - --' .--- - .--- ---' - - - -.--- ------- -------.--------- Any party In Interest, including the Commonwealth and the personal representat"e, not satlSilOd With the appraisement and assessment may object Within "xIV 1601 days after recOlpt of thIS Notice as provided by SectIon IDOl of the InhelltanCe and Estate Tax Acl of 1961 172 P.5, sec. 2485 - 1001). MAKE CHECK DR MONEY DRDER PAYABLE TD: "REGISTER OF WILLS, AGENT" DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE. SEE THE INHERITANCE TAX INSTRUCTION BOOK FOR ADDRESS. , . .Cri, Im~ . I f i..I.'..... I , " : ! ,- (f) f') 3: 6 w "- lr ~ :'! w 0 ~ w Z " ~ Z "' ~ ~ - -' <( I >- ). Q In w I Z 0.: z ~ Z " W 0 - w a. lr ~ ~ ~ W 0 w -' N In -l :J ~ 0: 0{ u I- " Q) UJ ;::l o :x; '-' H ;::l o UM ..... UJ :>'0 ~ ~lf'. ..... ~..... ..... ;::l ~~ 0 - U<C 4-< P-< 0'0 ~ . H C1l Q) Q).......... '-'HUJ (J) (])'M ..... .0..... bO S H Q) ;::l C1l ><:UU Ac' 'Cp . - / ,:J --' 'C.-, - - - ~- ..'-_. .--.- -- --~. ....-. ._-~ ...-" .._.. ....,- ....- . REV.1162 EX COMMONWEALTH OF PENNSYLVANIA .NO La 4 9 71 7 DEPARTMENT OF REVENUE . "'OhICIAL RECEIPT' PENNSYLVANIA INHERITANCE AND ESTATE TAX G ACN Assessment Control No. 1 RECEIVED FROM: ~ .- Taylor P. Andr8W!,._____~_~51~.._.._~ --~~~18T~~11--~::~8ii013 Probate L --1 ESTATE INFORMATION: FILE NUMBER 21-81-334 NAME OF DECEDENT GORDON LARRY JAY ~9ust 12 ~'R~982 MI DATE OF PAYMENT POSTMARK DATE August 11, 1982 ;OUNTY Cumberland ATE OF DEATH May 8, 19B1 REMARKS @TOTAlAMOUNTPAID SEAL .... //}Lty:ATC::' RECEIVED BY .._as -... .....--=---~ E-'l. ___ x.;..z __ ~ -'-"--"..,-- - - - .-- -- .+.- -- --- _.- --- ---. .--- - -.. .... . :'., ..,~~.. G AMOUNT 7.72 ~ -- , ~ ~ = )/ ,. =, I ; ,...._JJ 7~72 ,.-? . 'J;/(~ ~ .. - - - ___ ._.,,__u +__~. ._ ,._ ,,__~ n_".__ __.__ ____ .___ ___ _ _ __ '", REV.I500 ex .. (9.81) UUREAU Or: (XAMIN^TIO~J P~NNSYLVANIA D~p,'nrM~NT or n~vwu~ p.o. DOX 6327 HARRISDUIlG. PA 17t05 Decerlent's Name (last, First. and Middle Initial! Gordon, Larry Jay Social Security Number Dale of Deatb INIIEHITANCE TAX HETUm~ I1ESIDENT DECEDl'rH File Number _ /;- ,):;?-- '/ 21-81-0J]/' DECEASED Decedent's Address H Gordon Drive Carlisle, PA 17013 CHECK 206-52-1201 1. Original Return 0 5-R-E\1 2. Supplementel Return W 3. Remeinder Return 0 APPRO, PRIATE 4. life Estate 0 6. Deccdent died testate 0 (Attach copy of Will! 5. Federal Estate Tax 0 Return Required. 7. Decedent maintained a living D 8. Number of sale deposit 0 trust (Attecb copy of trust! ' boxes inventoried BLOCKS All correspondencl! and confidential tax information should be directed to: CORRE. SPONOENT Name Address 26 H, Hig Street Ta lor P. Andrews Telephone No, (717) 243-0123 City Carlisle State PA . , 05 N ;n~ r""n 1-'(:-;) ..':~'l Recapitulation 1. Real Estate IScbedule AI (11 2. Stocks and Bonds (Schedule B) ( 2) 3. Closely Held Stock/Partnersbip Interest (Schedule C) ( 31 4. Mortgages and Notes (Schedule D) ( 4) 5. Cash & Miscelianeous Personal Property (Scbedule EI ( 51 lJ,UUU.UI) RECAPIT. 6. Jointly Owned Properly (Scbedule FI ( 61 UlATION 7, Tran,fers (Schedule G) ( 7) 8. Total Gross Assets (total lines 1.71 AND 9. Funeral Expenses Administrative Costs/Misceiianeous Expenses (Scbedule HI ( 91 875,00 TAX 10. Debts/Mortgages/liens (Scbedule II (10) 11. Total Deductions (total lines 9 & 101 12. Net Vaiue of Estate (ljne 8 minus line 111 CALCU, 13. Cheritable Bequests (Scbedule JI LATIDN 14. Net Value subject to tax lIine 12 minu, line 13) .~ , .0 :P ( 81 15, OO{)':, 00 Computation of Tax 15. Amount of line 14 taxable at 6% rate (151 14 ,1 ::> S . 00 !include vaiues from Scbeduie K) 16. Amounto! line 14 taxable at 15% rate (161 !include values from Scbedule K) 17. Principal tax due (add tax from line 15 plus tax from line 161 18. Total Prior payments: (al Amount Paid (bl Plus Discount (cl Minus Interest (1 B) 19. Balance Due (line 17 minus line 18) Make Cbeck Payable to: Register of Wills, Agent ... PLEASE RECHECK MATH' .. (111 875,00 (12) (131 (14) x.06= 847.50 x.15= (17) 847,50 (191 847.S0 Under penaltics of perjury, I declare that I h... examined this return, including accompanying schedules and statement'. and to Ibe best of my knewledge and belief, it is true, correct, end complete. Declaration of prcparer otber tban the personal representative is based en aii information of which pre parer has any k0;9wledge. ", '~. ,.-.......! ,..-c:../}..,--' ,.. "1:"__ 1..--< .. -1__ SIGNATURE OF PERSONAL REPRESENTATlVEISI () 41 Gordon Drive, Carlisle, Pa ADDRESS (( _ "6. c5 2... DATE 26 H, SIGNA HE OF PREPARER OTHER THAN REPRESENTATIVE ~ ~ Carlisle, PA