HomeMy WebLinkAbout81-00710
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qive i aevise ana bequeath to my daughter, M1\lW BE'l'li HELMS COOPER,
tl1e reflidel10e looated at 330 North 26th Street, CIII11!? Hill, penn-
sylvMiA (if I have beooma the sole, owner thereof at the time of
my death)~, all of my "took in Helms Chevrolet, Ino" and one-ha:J.f
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(1/2) of dl the rest,resi(lue and remainder of my estate.
I ~ive, (Ievise and bequeath the ,other one-half (1/2) of
all the aforeuia r,ast, redaue and remainder of my est,atie to my
'l'ru$tee hereinafter named, in ~rust, neverthelese;, t.o hOld, manage,
invest. and reinvost the same, to oolleot the inoome therefrclm and
to dispose of, the prinoipal and net inoome therel;rom for thfil
benefit of my daught.er, l>l1\RY aE'l'H IfE:LMSCOOplDn, or her issue, and
for the benefit of mY motherMin-law, MAR'l'HA M. CO:LlDS'l'OCK, as
follows I
r
( 1) 'l'he net inoOl11e from the 'l'rust shall be pda to my
daughter or for her benefit in Cju'rterly or ocher oonvenient.
installments.
(2) When my daughhr attains the age of t.hirty PO) years,
my T,tl,l.stee shall, pay 'over an? deliver to her, absOlutely, the entire
remaining pl;'inoipal ana any ,undi'iltributed inPome of the'l'rust, at'
whi~h time the 'l'r~st. shall 'terminate.
(3) During the oontinuation of this Trust, the 'l'~stoe
phall, during any oalendar yoar,beg-inning with the oalendar year
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following the year of l'l~ death, pay to my daughter from t.l1e prinoi-
pal of the Trust, ,even to t;h,e exhaustion thereof, suohamountp ,up
to the t.otal of Five Thousand ($5,000) Dollars, a8 she may request
,in wrij:iIl9.
(4) In adaition, my 'l'rustee Ahall have t.he 'power, in its
absolute disoretion, to pay to my daughter or apply fQr her benefit,
the 'l'ruecee may, "
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from time t.o time de.em neceaBaty or. aavisllble I for 'rusonable
, 1I1.lpport, mAi'ntenance and eaucation of herself or her chllaren.
(\5) If my (laughter,MARY 131l1'rH Hl!lt.MB COOPl!lll, shoula
die af~et' having beoome entitled to benefits unaer the 'frust pro-
videa fot' in this ITEM tII, butbafore I:\ttaining the age of
thirty (30) yu!;'s and should leave issue sUrviving at the time of,
,
her anth, then I1lY '1'rustse Shall hold ana admilli/'l!;.er the 'frust
for the b~mefit of my mothet"in-law aB hereinafterprQvided, and
for tile benefit of suoh issue until the youngest.livinlj1 onlil of
suohisElue shall have attaine,dthe age of twenty..one (21) years.,
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during whioh perioa tl1.e inool11e from the '1'rust: Estate shall be
paid to or for the benefit of, s.uoh' issue at such times anc1 in liIuoh
sharellas t)'le'frustee, in i tos sole disoretion, shall determine,
and when t.he YQl.lngest living oneofsuoh issue snall have attained
t.heage of twent.y-one ( 21) years, the princd.p'al and any unaistr:l.-
buted 'inoome shall be distribl,\ted', a,bsolutely, to mydal.l/;/hter's
issl,1e, then li vinq, in suoh shares as the Trustee, in its sole
d.j.$o);'et:l.on, Bhall,.aet:e rmine. It is my t.rue intent that' the
Trustee, in max.in9 payments to or for the use of any !Bsue of l1ly
aaughter ,under the foregoing provisions of this W:j.ll, shall', in:
its absolute disQretion, haveful!'pcwer and authority fo~, any
r,eason.whioh, In its juqi;Iment, 'shall be suffioient to depart from
lilquality Of ,treatment a8 among suoh issue.
(6) Anything in the foregoing' p~pvisions of I'flllM IU
to the contrary notwithstanding, if my mother-i?-laW, MARTHA M.
aOLlllBTOCl<, desirea to enter' a Home or center for the oare ol!older
people, or if the state of her health is such that oare in SUoh
Home or Center is' indioatedfor her, my Trustee shall '.eK~lilna from
the prinoipal or inoome of the 'fr '~8UOh amount, up to a total
Wi~nesses I ) I r
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of TWenty Thousantl ($20,000)' Oo:Lhrs, as may bl;! nl;!~elisary, aft"r,
tl1k.l.ng her own f.l.nanoid r~souroes into aooount, to providl;! for
,her admission' and oare in a Home or Center to be ohosen by h\ilr,
or to beohosen by mY,'J'rustee in the eVent she is unAblfol to make
such ohoioe. '
ITlll/ll IV. If my aforesaid r~sitluary utate shall not
I?~ss to my w:Lf., undel1 ITEM II of my Will and if my daughter,
MARY BE'VHJiELMS OOOPER, is npt aUl1viving so as totak:e under the
foregoing ITEM III b\lt~eaves isaue surviving atsuoh time ,then
I \1ive,Q$vise and beGl~leath my entit:e residua~ estate to my
TrUstee hereinafter named, in trllst, nevertheless, to hold, manage,
invest and reinvest the same, collect. tne income t.h\1lreft'pm and to
di!fpose of the principal and net :l.ncome therefrom for the benefit
'if mY daughter's issue Md for th\1l benefit of I1\Y mother~in~1aw,
t1ARTIiA M. db~STOCI<, as follows I
(1) The net inoome from the Tr.ust shall be paid to or
for the benefit Of my daughter's issue at 8uoh time and in $uoh
shares as my Trustee, in its sOledieoretion,shall determine, and
wren the youn\1eet Hv.i.ng one of such iesue !!hall ha,ve al;tll,,l.ned the'
agEl q:ll.twent.y~one (21) yell,I1S, the prinoipLl.l and any Ul'Id!stl;'ibuted
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" inoome Illlall,pe distribUted, absolutely I to my daughter'e issue
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the/'l HV,l.ng, in such ehares alii the Trustee, in i,ts sole, disoX'etion/
'shall determine. It iamy true intent that the Trustee, .t.n makinq
paYl11E1nt;8 t() or for the beriefi t of any' issue o.f my daUghter under
this provision of my Will ,shal~.1 in its absolute dieoretion,. have
.\,full I?ow~r and authority. for any reason whioh, ih its jUdgment,
shall bl;! suffioient to depart from. equali'ty of treatment as among
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such, issue.
Wit;pusesl
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(2) Mythinq in the fOl:eqoinq provisions ofI'l.'EM IV
'to the oontrl.\ry notwithstandinq, if my mothe'r-in-law, MARTtlA M.,
QOUilSTOCK, de"ires to enter a, Home ol;,Cente:r fOl: the care of
,
older pt;lople, Ol:, if .the state of ht;lr health, issucht.hat car.e
in such a Home or Center is indicated for her, my Trustee shall
expend fl:om this Trust such amount, up to a total of 'l'wenty 'rhou-
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sand ($20,000) Dol:tars as may beneoessal:Y, after tak~nq \'ler own
financial t'aso\.\l:cl'lS' into acoount, to proVide for, her admission
i.\nd Ca,re in 1.\ Home orCentu: to. be ohosllln by he r, 0;1:' to be chosen
bY my Tl:ustee in the event she is unable to make such choioe.
ITEM,V. If '~t should develop at any time that neither
my daughtt;ll; nor any of har ,issue is surviving so as to benefit
,
Il/lder any Tt'us.t: prOVided for ,in my Will, t.he enUre prinoipal. and
any unclistributed income elf the Trust shall then be distributecl '
as fol10w~, subjeot to the aforesaid provision for the benefit of
my mother-in-lawl
'l'an peroent (10%) thereof, but not exceeding Fifty Thou-
'sanc;l ($50,000) Dqllars, to my son-in-law, WILLIAM~. COOPlilRI
'r\!ll'l percent (10%) the,reo!:, but notexoeed;\.nq Ten Thol,1-
sarid ($10/000) bollars, to ths HARRIS~URG POLYCLINIC HOSPITAL,
H~q:';r;isbupg, Pennsylvania I
'ren perolllnt (10%) thereo~, but nO,texoeeding Ten 'l.'ho\!-
sand ($10,000) bOllars, to PENNSYLVAN~A STATE UNIvmnBITY to
establish a sO,holarship under my name,
IJ'iftypercent (50%) of the remainder thereof to HARRIS-
~URG HOSP~TAL, HarriSburg, Pennsylvania I and,
Fifty percent (50%) of the remainder thereof to lJ'AM!LY AND
CHILDREN'S SlilRVI"cE 911' HARRISaURG"H~sbur9.' p.e.nn.s. ylvania.
Wi essesL ...,( ) .... . II (J ....
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ITEM VI. No j,nterelJt of any berlofioiary undor this
Will, or any codioil hereto, shaJ,l bo subjeot to antioipation or
to vOluntary orinvoluntllry alienation.
ITBM.VII. All estate, inheritance, legaoy, suocession or
transfer taxes (inoluding any interest and penalties tht;lreon) im-
posed by any domesti.o or foreign laws now or hereatter in foroe
with respeot to all Jjlroporty taxable under suoh laws by rea.em of
my ~eath, whether o,r not suoh property passes under this my Will,
and whether suoh taxes be payable by my estate or by any reoipient:
of any suoh property, shall be paid by my Bxeoutrix or Executor
out of my general estate as part of the expenses of the adm~nis-
tration thereof with nouiqht of reimbursement from any reoipient.
of I.\ny suoh property.
ITlilM VIII. I hereby nominate, oonstitute ,and appoint my
wife, ~E~ADINE C. ~lilLMS, as Exeoutrix of this my'Last Will and
Testament. If my wife, for any reason, is unable or Unwilling to
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serve as suoh lilxecutrix, then I hereby nominate, oonstitute and
Clppoint DAUPHIN DEPOSIT TRUST COMPANY of Harrisburg , Pennsylvania,
(or it's s\\ooessor or SUooessors by any merger, oonversion,or con-
solidation) as lilxeoutor,of this my Last Will and Testament.
I hereby nominate, oonstitute and appoint the ,said.
DAUPHIN DEPOSIT TRUST COMPANY as Trustee of the Trust oreated by
ITEM III Of this Will.
I hereby request my Exewutrix or Exeoutor and my Trustee
to retain WILLIAM H. WOOD, Esq., of LemoynG, Pennsylvania, as
attornf\lY to handle any legal matters involved in the administration
Of, my ~st"a, te, or of any Trust provide "'~rin my Will.
wi2nessesl, , )
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ITIllM lX. J! hereby expX'essly 4\utho#U and empOWer my
IllxeQutrix or~xeoutpr and ~lso the Trustee of the Trust hereby
,
oriaated, in their sola and .absolute Clisoration I
(1) '1'0 purchase or otherwha aoquire, anCl to retain,
whether originally a part of my estate or,subsequentJ~aoquired,
any and all stook, bonds, notu or otl'\erseourities, including
st,ock o~ ~h$ Trustee, or. any variety of real or personal property,
inclu,dinl1 si;.oaks 6r interests in inV~stment trusts and oOlllll\Qn
trust funds, as ti'ley may deem advisabllil, whether or not"lJuoh in-
vestments be of such oharaote'r as to cOrlstitute lfi\qal investments
" by fiduciaries.
(2) To sell, lease, pledge, mortgage, transfer, ex,..
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ohange, oonvert or otherwise dispose of, or qrant options with
respect to, any and all propsrty at any time forming a part of my
"el\ltat.el or of the 'l'ru,st Estatja/ in suoh mE\nnel:, at suoh time ,or
tim~1lil/ for suoh purposes, for suohprioes and upon such terms" oredits
an,d conditions as they may d\ilem a<lvisable.
Any lease made by the
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"lllxeautrixorExeoutor or by the Trustee may extend beyond the
period fixed by statute for leases made by f.iduchries ,am'! beyond
the duratiol\ of the Trusts.
(~) '1'0 borrow monay for any purpose oonneoted With ,thf"
pl:otet:ltion,' preservation or improvement CJf my genera,l estate or'
of the Trust Estate whenever in their judgment advisable , and as
seourity to, mortgaqe or pledge any real estate or personal,property'
of whioh I may die seized or possessed or !:orming a part of the
Trust Estate, upon suoh terms and Oondh,ion's as they ,may deem
aavisablo,
(4) To vote in. person or bY general or limited proxy
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with respeot to any shares of stock
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~ other seourities held by
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them, to oonDont, directly 01' through a" committee or other,
agliln.t, to thoreor9anha~iori, qonsolidation, merqer" dhsclution
" or liquidation oj! ,any cQrporation in which my GDtate or. the 'l'rust
Illlltlltl\l may have any ~ntore"t, or tq the Ule, lOtl,se" plllld9E1 or
mortqAqe of any l?,roperty by or to any suohoorpcration / anCl to
make any p,aymlill'\t:I!I and to take any steplf whioh they may deem neoes-r
aary or proper to enabls them to obtain ,the benefit of any such
trlAhsaction.
(5) To hold investments in the name ot a nominee.
(6) Tooomp1etal extend, mOtU,fy or renew any loans.,
notes, bonds, mortgages, oontracts or any ,other abUgaUons whi'oh
I may oWp or to which I may be a party or which may be liens or
oharges against any of my pr.Operty or "a?1ainst my est.ate, althOugh
I m"y not. be . liable thereon, in suoh manne,r ,as tneY may deem aCl-
visable/ to ,pay, compromise, oompound, adjust, 'submit to o!Irbitu-
tion, sell, or release any oldms or demander of my estate or the
,'J,Irust Illsta!;e as they may deem advisable, including the acoeptanoe
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of" deeds of rhlproperty in satis faotion of bonds and nlortgagea,
I.\nd. to make any payments in oonnaotion therewith whioh tney may
C1eem advisable.
(7) TO make dili\tdbution of my 9Eltate or of the pdn-
oipal of the ,'l'1;ust Estate in kind and tooe.use any ,she.,re to be
qOlliposed of oash, property or undiVided f~ll,otional shares in
prop~rty dUferent in kind from El,\\Y other share.
(B) Toexeoute and cleUver any and all instruments in
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writing' whioh they may deem advisable to oarry out any of the fore":'
,
gOinq pOwers. No party to any such inst.rument in wdtinq signed
" by the lllxe out ri x or Executor or by shall be Obliged to
" (SlllAL)
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OATH m' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA SSI
COUNTY OF CUMBERLAND
Before mo, the Relllster for the Probllto, of WlI'ls IIn~ srllntlns of Lottcrsof Administration In and for tho County of
Cumborlllnd, porsonlllly cllmo~~ iii! "'I'(q~~ IlIt" c.. lie { "W\,~ '
who, bolns duly"$4rI . 'V' "1 , dot!. t deposoand say that as_.1: )( e c: I,t t'V l ~
or the last Will and Testament or..--R. ~' be,.. t w lisJ ""Y\. ,
d0geasod
~l. VIIl will well and truly admlnlstor tho sool\s and ohattels, rlshts IInd oredlts or said decoasod lIocordlna to IlIw. Anl\
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also will dlllsently colllP.ly w'lth the provisions of the IlIw rellltlnsto Trllnsre~ Inherltanoos~ ~~','" t\~,d~UbSCtlb?dborore me,
tv tltve'W} ~y U\,O., ,lll..s.L /- ?j,,; ,...~,A, /1';;1''''' . . ,
Resister
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O.;CJt,EE
80,11 remembered that on the 24th day of Novftmber
recorded the last WllIlIlld Testament QL..
,Camb Hill
Deceased. Loticrs ,,':'l'estamentar,y were. srantedto
Witness my hand and official seallhe day ~nd YClIrl\f6resald,
Hobel't w. Helma
,A,O.,111Hl . thero Was problited lIlld
IlIto of
, Cumberland County. Pennsylvania,
l., ;I
Berna,dlne C; Belms
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Dlcldlnt'I NIIIIO IlolI, Pint, Ind Mlddlo 11\111011 Oocodont'l Add'Oll
nelms, Robert W. 330 North 26th Street
DEOEA8EO iiiiiiaiS8cliriiv-Nlllnhor' ___mJ- Ootnnf Ooatli------ Camp IID1, l'<I.
____ 16 O-l_~:1_QB L__.._ jlOV..LJu_ 19l.LL.._.. __._...,u u__..__..._.~__.._.______
CHECK \, Crl~n,1 Ro"lIrl\ I.~ 2, 8uppl01ll0l1tol Aotum [J 3, RBmalndor ROHml r I
APPAO,
PAIAn
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Registor oC Wills
Agont j
INHSRITANOB TA, XRBTURN
RBSIDeNT DBoaDBNT
II ~ .. I.. .. ..").,.; Fllo Nilllllwr
~-!l:<'"-,,.,.~~44Ii
,.;). I . J> ( ':.1J.a.._.~
1l0AAS" _________..___,___..__...__~_'
SPONOENT Noma
, WiJ.li~JlI n._ Wood" J1Js'C___.__..
Tol"~9f! ~~ 5 - 8 6 4 5
5, Podaral Citato TOK 0
RolUm ROlllllrad, ..
O. DeCldont dlod 101l0to r.:l 1, Oocadant mohltalnod 0 UvlllY [-~'I ' 0, TollIl NlIIllhol of snfo n
(Attloh copy ofy/1II1 lAd_. tnllt (Attach oOllY 01 tllllt) _._"__~l"!!!!..I~oXIIS Invonturlocl Ll..~
All oorrolpondol\oe Inil oonfldontloltoK Inlnrmotlolllhollld he dlrooted to:
4, Lllo Citato [J
BLOOKS
~~Mdi~~';jIQ w;iil~,.~'=@t~.~~.t ~~==~~-... --'~
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Olt Harr,sburg 8\010 PI, ZII'1710a
--"'U"'" .. . _u!,...,._::===_,:::;,-=~:r.~-~---- ; --......,;-
TAlC
AtOlpltullUan
1, Real Hltola (Behedu!e A)
2. Btockl ond Bondi (Bchedula 0)
3, Q\o18ly Hold Btoek/PartnOr1hlp Inlorolt (~ohadulo C)
4, MortyoQel ond Notel (Schedu!a 0)
6, Calli & MlloDllanooul Parional Pfoparty (Sohail'llle 5)
B, Jolnlly Ownad Proparty (Schadule P)
1. Tnnllen (Bchadule 0)
B, Total Oro~ ^,Utlltolnl lIneD 1-11
g, Funaro! CKpenlOl Admlnlltrlllvo COI\l/Mllealloneoul
C~ponlUl (Schodule HI
10, Oobll/Mortgogal/Llonl (Bohodula II
11, Totallladuollonl (latalllnOlB 81 10)
12, Nat Vllue of altaln (llna B PJlnuI line 11)
13, Ch,tlloblo Bequa.tl (Schadllla J)
14, Not V,lua lublent 10 II~ lIIna 12 mlnuI IIn,13)
( 11 0 _ _____.____
. ( 2) ~J.-.-.~--
( 3) _3.EJL 000 _____
( 4) ---1.!l.l-QOO
( 51 1 ,000 . . _
( BI___L._______
( 1) __.Q..___.__
I B) _361, OQ~.QQ......__
AECAPlT,
ULATION
ANO
( 9) 18,384,73
(10) 3 t 941. 70
-
OALCU.
LATION
(11) _..~.~.!.}26, 4~
(12) _...llB.,:G..ll....51-~
(13) _..'--._u~,~...___
('41_"Ji,3e4~'...!l.7.
Campu"Uon of TIX .
.16, Amounl of IIno 14 1I~lbla at 8% rota
(lnohide voluII from BOh,dlll' K)
10, Amount of IIno 14 Imhla'1I15% r,to
(lnolude voluII 1,0111 BchedulaK)
11, Prlnolp,1 taK duelldd ta~ from IIno 15 plul ilK Irom line lB)
18. Tot,1 Prior pay men hi . .
III Amount Paid
(b) PluI,Olloounl
(0) Mlnul fnlorell
19, Bofance OUI (IIna I1mlllulllna 18)
Meke Chaok Paylblo to: Roglltor of WillI, Agallt
.'. · PLEASe RSCHECK MATH · · ·
(161
K,OB-,
I1B)
~------>.._--_._<.-
K.16.__~_L'
(11) ___.20,320.41
(lBI ~---'-____n'-----r
(19)__
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Under penoltlel 01 porlory, Illeol,r that I have '~omlnad Ihll rllllrn, Including oocompanylng lohodulel and !totomentl, Qnd to Iho hol\ ol,my knowlodpa
a ,011,1,11 II tlue, ofjrr,ct,)lId co t:ate, Ooolarotlonof prepmr other Ihen tho II0000nal reptOlonl,tlvo II hmd un all!nfarmallou afwhloh Ilt0parOr hll
knoWledg" ../ ,,' 330 North 26th Street .,
. """-":":::" / '.".,....~ CampIlJ.llf-PA .17_011 ...AlliLl,lst 13. 1982
81G ATURS OP P8RSONAl: RePRS$SNTATIVS(81 ADDRess DATE
~~.~r.iX of ElllJ:.a.te of Rc.btu:..t.Ji._.lliI1mR
~~~,~ ' ~;~r~:~~~~,S~A' i~~08BOX 12~~gust 13, 1982
SIGNATURE OP PRePAR&R OTHER THAN RePRsseNTATlve ADDRSSS ----OAi'e--
,
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~OMMONWIAL TH OP PINNIVLVANIA
INHIAITANOI TAlC RITUAN
AlII DINT DllllDINT
leTATII OP
SCHeDULE "P"
MOFlTOAOE8ANO NOTl!S
I 'trl olnll '" "~ wllh nl
I'I'IIM
NUMBIIA
Ii GMM Note (lO/B/Ol)
,
,
I 01 'Utvlvotl p I11UII bl dill 01'" On .h ull' P
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PILS NUMll&A
Df.SOAIPTION
VALUB AT DATE
OF DIATH
10,000
I'
- TOYAI. (Allo tnt" on IIn. 4, Reoapltu,latlonl
(If m~..,IP'" 'I n....1d Inlltt"d~'tlbn'l. Ih!lll' 0' "1111 lilt'
110,000.00
Rev, 11471X (11.14)
/ COMMol1WtAltll Of Ilf~1i5nVAt(i"
nF.1'AflIMtNT Of fU'Y~Pillt
DUIUMI 0' n<A.MltiUIOI1
1'.0 (lOk un
IfAf\fUIBUAG, J-A 11101, -28..88
esTATe OP HELMS ROllERT W ~u.e NO, 21 Bl~0710
PAIl.or. DI"1H p~l ?~Bl '" ' COUNTY CUIiJlJRI.(INQ
NOTe I TO INIURe PRopeR CRIDIT TO YOUR AOCOUNT, IUeMIT THI UPPIR PORTION OP THII NOTICI WITH YOUR TAX
PAYMINT TO THI RlluaTIR OP WILLI OP THe AIOVI COUNTY, MAKI CHICKI PAYAILI TO "RIOIITIA OP WILLa,
AClINT",
.
.. .
,r-t' ' ,
NOTIOI OP INHIRlTANce TAX ACN
APPRAIIIMINT, ALLOWANCe DR DII"LLoWANCe
oP OIDUCTIONI, AND AISlsaMINT OP TAX
,101
WII..LIAJol II WOOD IilSQ
210 WALNUT. ST
,PO BOX 1226
HBC! PA 1 nOB
PLEAS~ RETURN THIS
PORTION TO'REC3ISTER OF
WI LLS IF PAYM~NT DU~
Amount Remllled to Regl,let Qf Will,
9Y1: .Aj.9~9 _ 1:H)f. ..L!~'. . . .. .~_ ~!!T~I~ .1.:.C1.W~R. P913T19~ .P.C1.R. Y9~~ _1\199flP~ _ ~_ _ _ . . _ . . _ _ - _ _ _
NOTlCI UPI'*iIRlTANCI TAX APPRAIIIMeNT, ALLOWANOI DR Il18ALLDWANCI,OP alOUcnONI AND ,,"IUMINT OP TAX
RIV, 11471X (11-84)
UTATe OP H~LM~ ROBIilRT 1'1 PILI NO,21 Bl-0nO AON 101 DATI 02~26~Bll
TAX ReTURN WAS, (X) AccePTeD AS FILeD
ReseRVATION CONCIRNINo PVTUAe INTeReST . SII RIVIRse
APPRAISIO V"LlJe OP RITURN IAIIo ON! ORIClIIlAL RETURN
1. Re,le,le" (Sohedule A)
2, Slook, end Bond, (Sohedule B)
"3, Clo..ly Held SlOok/Plrtner,hlp Intere" ISohedule C,
4, MOt\g,ge,/NoI" RecelVlble ISohedule 0)
0, auh/Benk OepQell,/Mlee, P"eonllPropetty (Sohedule e)
6, JOintly Owned Prop.rly (Schedule r)
7, Ttanefer,,' (Schedule 0)
a, Tolll A..el'
) CHANGED
( 1) ,00
( 21 .00
(3) 350,000.00
( 4) 10,000.00
( 5) 1,000,00
( BI ,00
( 7) .00
( 81
361,000.00
APPRoveD .DeDUCTIDNl AND IXIMPTIONSI
9, Fune,,1 E~pe"..,/Admlnl"'allve oo,tslMl,oellan,ous ( 9) 18 ,384,73
E~pen'e' (Scheelule H) -
10, Debl,/Morlg,ge Llllblllllesl"ena (Schedule II (10) 3,941,70
11. TOIII Oeduollons (11)
12,. Nil Value Qf TI~ ReII'm 112)
13, Chatlll~lu/G,overnmenI8IBequ"I' (Sohedule JI (13)
.,4, Nil Value QI E,tlle SubJeol to Ta~ (141
NOTe! lfan .......inent 101.,'. tlluad pr.vlou.1Y, 1\n.. 14, lB .n, d/or II .nd 17 \<If' 1
raf1aotflllur.a that tnolucta tha total ol.ill r.turn. .......d to d.ta, .
AS..SIMINT OP TAlI I
10, Amounl of fine 14 11~,ble 'I e". ~a.18
16, 'Amounl Qf line 14 tl~,ble al 15% ral.
17, Prlnolpal TI~ OUI
TAX CRelllTSl
22,3~WL
338,G73.117
.00
33B,G73.117
(15)
(lB)
338,673.5?
.00.
)(,oe~_
X.1B~
(17)
20, ~20. 41
.00
20,320.41
PAVMENT
OATS
08~16-B2
RECSIPT
#
049727
DISCOUNT 1+)
INTEREST (-)
.00
AMOUNT PAID
20,320.41.
TOTAL TAX CReDIT
."LANCeop Tf<X DUI .00
INTlR..T . 0
· ~l~~DI~r6~~L T~fe~t;~ see ReVERse FOR CALCULAtiON TOTAL DUe .00
(IF BALANce Due IS Less THAN .1 OR IS ReFLECTeD AS A "CReDIT" (CR), NO PAVMENT IS REOUIREO)
Ii! (.1'1
f ~ f , i ; I !
'Wi FP n
"I' "I
' ,
II!
I:;
R&S&RVATION: &"aln of d.c,dent! dYing on or before Decemb" 1~, 1962 -- If any fulure Inl..eal Inth. e.lm la
tran'ferred In po....alon or .nJOymenl to Clan 13 (colllleral) beneflclarl.. of the deoed.nl .It,r the e~plrellpn of ,ny ..\lte
for life or fot veart, Ihe Commonwealth h,reby'expren\y r....v.a Ih, rlghl 10 appraloe .nd ".... ttenlfer 'Inh,rlllnc. Tex..
II the I,wful Clua S (oollller.l) tIle on any luoh fulute Inter..1. '
PURPOSe OF
NOTICE:
AOMIN-
ISTRA TIVe
CORReCT,IONS: ,Faolual errora dlloover.d on Ihll .n,um.nl ahould be addre...d In wrlllng 10! PA Peparlm.nl of Revenu., Sut..u
of Examlnallon, P,O, Bo,~ e3~7, Hartlaburg, PA 17105, ATTN: poat Aau..",.nl Review Unll, 6ae page 3 of
\ha booklet "Inlltuotlona fer Inh..llance T.x Rllurn fer , R..ldenl Oeo.denl" for an expl.n.llon
of adrnlnlatrallvely oorreotabl. .trora,
If any lax due I, p.ld within ,Ihr.. (3) calendar month a afler the d.cedent'a dUlh, a f1v. perc.nl (6%) dllcounl of
Ih. Ilx paid II IlIowed, '
Inter..I II cllcullted on a dally bull 81 Ihe following rllll:
Pellnquent OIl' Inllr..\. Rile
6/27/43 10 Ind Includlng,,12/31/B 1 6%
1/1/6~ to Indlnoludlng 1 ~/31/B~ ~O%
111/63 10 Ind Including 12/31/83 16%
1/1/84 to and Inoludlng 12/3 I /84 ,,%
111/85 10 and Including 12/31/66 13%
PAYMeNT:
ReFUNO (CRl:
OBJECTIONS:
PISCOUNT,
INTeReST,
To fulfill Ih. requlrem.n" of Seollon \740 of Ih. Inhlrllanoe end aal.l. Ta. Aol, Aot 2B5 of 198~ ('12 P."c,S,
eeollon 1140),
Oelloh Ih. toP pOtllon of th:a Nolloe end aubmll wllh your p.ymenl 10 Ihe Reglaler of Will.,
,. -Addreh Informallon la 1I11.d on p.ge 13 of Ihe booklet, "Inatruollonl for Inherll.noe T..Relutn f,ot 8 Ruldllnl
Oeoedenl," '
-,.M.ke ohec~ or money ord.. payable 10: IIIQ1STlII OF \lILLa, AGeNT, ,
A refund of . \1)( 'ctedlt, whlOh' wu nol requ.lted on \h. TI)( 11elurn: ",ay b. requelled by oo",plellno an "Appllo.1I0n
for Refund of Pennaylvanla Inherll.no. and Ealall Tax" (Form REV-13 13), Appllo.\IOna Ire .vall.ble II Ihe Of floe
of Ihe R.gl.ler of Will., .ny of Ih. 24 Revenue Olalrlc\ Offlo.., or fro", Ihe oep.rlmenl'l Forml servloe Unll 24
hour Forml Ordering telephone IIn"ln Herrlaburg - (1\7) 233-3443, In Phll,delphl. - (216) 3el-~,Oe5,
, or In Plllaburgh - 14121 66e-36Q t.
Anv plrly In InlereBlnol u\lafled wllh Ihe ,ppTllaemen\, .llow.nce at dlullow.noe of ~eduollonl, or au..amenl of
la~ (Including dlaoounl or Inlerel') AI ahown on thll Nolloe may objecl w!lhln .1)(Iy (GO) day a of reoelpl of Ihla
NoIIC' al followl:
--\lv, wrluen prolea\\o the Deparlm.nl of Revenue, Bo.rd of APPI.la, P,O, Bo. 1874, Harrlaburg,,,PA 17105 011
_ -by el.ollon, 10 have Ihe ","ler deW mined al the .udll of Ihe aocount of tha perIanal repr..enl.tlve 011
--~y appul \0 Ih.'Orphlnl' Courl,
Oally Inllr..1 F.Olor.
,000164
,000648
,00043B
,OOO~O 1
,000366
--T".. Ihal beOlme dellnqu'nl on or before Oeoe",ber 31, 19B1 will ",alnlaln. oonatent Inlet..t rile unllllhe
dellnquenl b.lanoe I, p.ld In full, . .
--T')(Ia Ihll beoe",e dellnquenl on or .fler Januerv I, I 98~ Ir. aubJeot In . variable Inlerlll ule Iheloh.ng..
880h oalendar yelr, '
- -lnler881 la' olloul.ted 'u followa:
INTlllel1 . 'ALANDI OF TAX UNPAID K HUM.III pP DAYS DILIHQ~eNT K DAILY INTelllST 'A~DII
--Anv Nolloe Ilaued .fler Ihe ta~ becom.. dellnquenl will refleOI an Inlereat Olloulal1on 10 fifteen (1I11 day.
beyond the d.ti of Ih, .ueument. If paymenl II made .fter the Inler..t computellon date ahown on the Nollo.,
.ddltlonal Inler..t ",ual be celoulaled,