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HomeMy WebLinkAbout95-0334- r.- '~ This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Livision of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L. 304. AUG 18 200r Date HIOS. f a3 RBV. 2fB7 TrPErrnN~r M , NAME OF OECEDEM Ifew. Mipda, Lea KA«~ ,. Ruth M. McCaleb AGE(Lrle:n,paq LINDER,rE M•nIM r D 96 rn cDLAVrr oP DEAR ,~ Cumberland of aL,eLTALOCeLwm f~' (LL~.Iwrpdaodr parr d.wNrgwa; ao nA ur raia0 ~ .._ Homemaker 1700 Market St. Camp Hill, Pa 17011 TER'S NAME(fiw, Mippa. Laary Charles Woods Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PENNSYWANIA • DEPARTMENT OF HEALTH • VITAL RECORDS U 3 6 ~ O '-F CERTIFICATE OF DEATH 311QE FLLE NUMBER _ _ SEX SOCIAL SECVMTr NUMBER DATE l1F DEAH(MpM.OVr Yrr) :Female ~. 177 - 24 - 5684 .. 4-26-1995 Ld,DEA,rsLr D.vE DFBWTN BNffNPLACE (Ca,sM kAMa MYxaas IMdgh, Day, reap SwarFdeipn CdnWl PLACEOP DEATN (Chad.oMrons-ra.rmucforrmcawr RdN I 12-2-1898 ,Cedar Co. , Iowa on,ER: '"°""'" ^ ER1O'"0w"'" ^ °°L ^ tl~ L~F T4aipnrca ^ ~,,, ^ CRr,BW,p,TWPOF DEAN FACKrTr NAME(a nntinwawicn.3iua wraatan0 nnaarl ra13 DECEDENT OF HIS(MNIC OTi161N9 W t RACE •AmMCan lrrdW, BNtk, LrhNa,w es Na~ `ha^Byaa.•WMYCiEar4 Cam Hill P r Leader Nursing and Rehab Center ^~•n•~~• •~ 1 1 . • aNDOPrN>sB,ES3ANDUSrRr NUM,4S D ~~ T7ECEDENr3 Ed1CATgN ~ ~ •MrrNp ~ ~0N'•4 - 10. BURnVNW SePOVBE (a a~aa Qivamrpan namal j, `M ^ N• ~{ •M9•oorMa7 CNapa DNan:W (Spacq.) ,,,, Own Home ,,. ,:.g ro,~ (t-aa5+1 ,~ 4lidowed . . Sada,74Ca1a) DECEDEM'S ,B. RESroENCE rn.stw. PenneylvRnia DId ,Ta.^rra.erwarawapla °raM,N ~nkrod. °"°"""°" Cumberland M""^""P' ,,.,® ~,~ Cam Hill ,m. . MOTNER'8 NAME (FaaL LaidrM, Mrdn Surrwrr) „.Bessie Shank err.IC~ crwawl•n^ R.mow„dr,gao.^ I(M«~a,_oaxKw) Ddawbn^ opw fSRa iM f1 0 Ro ~.°r b. .2-/s M. ~. ~ 2!0 S r.TMgTh Enw dw diaawa, a~urwawmpawrrr w,Xeher.d nr path. DO rid araw ma nadaddyap, auclrrearpiaea LYtMyarr caw an aadr M. raaplrabry anew. aMrk a Marl W ILW®WEf•AIM[(Fv~w r ~ ~ WE ro(OR AS CONSEWE B.arwal.Narrlwmrw a. l ~ Y ~ ~'C Q {'' ~ Mang I••d'OL•~^•~ ~ DlA?ro(OR ASACONSEOUENCE DFl: eaur. EnM tl„D~YNO CAIMEIDbr••aijuy °ia't'~a+^w DuE ro (oR As a coN3EOUENCE oF~ n.waw h ar,I LABr a - raL6 AN AU,OPSr rrERE AUTOPSY TgNDSg3 MANNER OF DERN DATE OFINJURr TMEC PE/WDMIEDT neLILABLE PRIOR TO (MW1p1, D,v. 1br) COMPLETTDN OF CAU3E ,.,/ ^ OP OEATH7 Naldw L7 NonYCiO. Aaitlsra ^ Par.dap arvap~w)^^ ^ w. ^ w rr ^ N• saldaa ^ cdrw nw tro ew.anhwe ^ PLACE DF INJVRV-.u lwnw, kum, rsw aw. », wadry,.rc.rsaar,» Det*wTBL(m.drwrd~ •ulLTrrra nn'stcuw (Phvadar~ r:«My:~o ww a aean wwM.rdbr Te tM baatdnq a^••'I•aB•; paawr aa•n,raddrrab ra ~~M6p~°Y~°p tleelh anpcariplwarl hem 23) ^ Caaaa(a)ana rnwararY rabd ..................................................... W 'mM~aU~NCAI,q AND CfRTiFYMMiTNIr81CW,(Ph rq ca~M~G b<auaad paalh) ary Id^wl•pM. dMh eaeurM r th. Brn., p.r, arW Ww. aro ew b tha ura(tl.nd mrxrrr wbp ......... .................~ 'l1ED,CAL E][wBlER/COROIIER On Wa baala d aaal,dnallan anNa invaripatlon, N my aDlrMarr. death acwrrad r Bra tlma, dab, and mannw r Arad........... plaeq and pw b tM ewaa(q and ^ a,.. ............................................................................ ........... RE 'S SIGNATURE AND NUM~B/E/~} ~ /,/} 37. O'"~L Qhl~. /\ /'C.~LI_FA~ !17 . » ..'f' : ~ a~- Ipd.r. oar. ww) :>d MEDICAL EXAAwNERIppgONER, ~.. ^ ,,,Cd-~ na ^ No ^ f G K _~ .. ~ REV-1500 EX+ (7-941 HARRIS ALTH OF PENNSYLVANIA KENT OF REVENUE iEPi. 280601 JRG, PA 17128.0601 'S NAME (LAST, FIRST, AND MI ~ McCALEB, RUTH M. .~- FOR DATES OF DEATH AFTER 12131 /91 CHECK HERE INHERITANCE TAX RETURN POVERTY CREDIT IS CLAIMED ^ RESIDENT DECEDENT FILE NUMBER (TO BE FLLED IN DUPLICATE WITH REGISTER OF WILLS] 21 95 0334 _ COUNTY CODE YEAR Al tlueon 19 Colt~mbia Drive ATE Of BIRTH (,amp Hi 11, Pa . 1701 1 12/2/98 ~,..,.,.. ~.._,__--, - - W SOCIAL SECURITY NUMBER DATE OF DEATH 177-24-5684 4/26/95 W p (If APPl1GBLEl SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL( ~ [~ 1. Original Return ]C C y o o ^ 4. Limited Estate = ~ a m [~ 6. Decedent Died Testate (Attach copy of Will) LA ~ W Z W C ~ O Z V d ^ 2. Supplemental Return ^ 4a. future Interest Compromise (for dates of death after 12-12-82) ^ 7. Decedent Maintained a Living Trust (Attach copy of Trust) LINT RECEIVED (SEE ^ 3. Remainder Return (for dates of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required _8. Total Number of Safe Deposit Boxes .+~~ wRR~~rvrvuetvc,t: E-tvu cvNFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ' d - s ' NAME COMPLETE MAILING 4DDRESS N. 17ean (;ass 19 (;Oltimbi a Drive TELEPHONE NUMBER (;amp H1 11 ~ Pa , 17011 --- z 0 J H a a U S z 0 i 0 x 1. Real Estate (Schedule A) (1) (') t j 2. Stocks and Bonds (Schedule B) 2 9 ~ ~ , g ~ ~ ~' ~ ~~ ~ 3. Closely Held StocklPartnership Interest (Schedule C) (3) 4;' 4. Mortgages and Notes Receivable (Schedule D) (4) c 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) { 5) ~5~' $~~ ~ I 6. Jointly Owned Property (Schedule F) (6 ) u:~ 7. Transfers (Schedule G) (Schedule L) . (7) _.-.~ 8. Total Gross Assets (total Unes 1-7) ~ f ~ ~ :~ , O i-~ ti° l .~-(:8) ~ ~D ~ '] 6 ~~, ~,0 9. Funeral Expenses, Administrative Costs, Miscellaneous Expenses (Schedule H) (9) ~y,~~- 10. Debts, Mortgage Liabilities, liens (Schedule 1) 1 1. Total Deductions (total line 9 $ 10 (10) I,.) ~ ~ y ~ ~~ s ) i '~ o~~_ (1'1) 12. Net Value of Estate (Line 8 minus Line 11) ~ ('ly ~y , (~ (12) ~'~-G}~~~ 13. Charitable and Governmental Bequests (Schedule J) (13) 14. Net Value Subject to Tax (line 12 minus line 13) ~(~ ~( (i` -~ ! 6 (14) 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on Reverse (15) Side. (Include values from Schedule K or Schedule M : ) x __ { ! ~ . ,~ ~ 4 5 . 16. Amount of Line 14 taxable at 696 rats ~'' I ^~ ~ .3 ` ~ .~ ~ y ~ O~ (Include values from Schedule K or Schedule M.) 17. Amount of Lins 14 taxable at 15Di6 rate (17) (Include values from Schedule K or Schedule M.) x .15 18. Principal fax due (Add tax from Lines 15, 16 and 17.) (18) 3 , 474 _ O5 19. Credits Spousal Poverty Credit Prior Payments Discount Interest + + 173.95 _ (lq) 173.95 i'.0. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) ! 1. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) ~ r '~ () 5 1 t7 A. Enter the interest on the balance due on Line 21A. (21A) B. Enter the total of Line 21 and 21 A on Line 21 B. This is the BALANCE DUE. ~ (21 B) ~ ~ 0 5 ~9 Make Cheek Payable to: Register of Wills, Agent ~~~~ __ - psryury, ec are t at avs examined this return, including accompanying schedules and statements, and to the bes it is true, correct and complete. I declare that ail real estate has bean reported at true market value. Declaration of preparer other than based on all information of which preparer has any knowledge. SIGNATURE PERS RESPONSIBLE FOR FILL RETURN A DRESS • a-sal-/ ~~ sf ..A ~~.s% ,.....~ .0' ~ Q /i~ - /;' A ~ !~ /~ + - /-7~!' -t my knowledge and belief, le personal representative is DATE ~ WL-e ~ l D Act 848 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The ra#es as prescribed by the statute will be: • 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1 % (.O1) will be applicable for estates of decedents dying on or after 1 /1 /97 and before 1 /1 /98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) 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. retain a reversionary interest; or .................................................................................... d. receive the promise for life of either payments, benefits or care$ .....................,,................. 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration$ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration$ ................................................................................................... 3. Did decedent own an 'in trust for'. bank account at his or her death$ ...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. MCCHl'" , ~ ~~ TES~~M£~ `~°wrsr be =~ ~r1ZLI' ~B ow e~ Aller zUmert ~o S,p'ST o~ L yrst ~cC.PZEB ~ 1 ar e try5 ollovz ytiq ~ and G o ~_ T~ t1 ~ dec r~` ~~ 115 Z ~ R~ rrSYl`~arya' rep and ~° oke all Wy tY 4 e it mar z eV -1.Z Co'~`r t stame~,t ~ exp~esslY es ~° pad a s''~ and T e I reY e1~Y me . BXe~r~z yc ort ° f mY e 1 oze made by dyYect mY erses red eto ~ bed eb`1 a~ iv e eXP der o ~ 2 . Z d admyr~stz dear . ire ~ emayr 1 ar mY atr f`~neza ale after and revue ,~~'~ • -=`_ Pxaotyca de`~yse ~o mY d Sty pes 3 ~ T eaf ue peY ,~~ tnee iss rater ~ .E 5 al~ez e~ !~y,~yz~q' ~ne~eo~i~~e5 ~ ~~~,~e~ 1 ~ ~ riot tr ore i 5ue 'Qe 5 olrt mY da~~1s ,cam B o rez and aPp ces o~ and romirate ~xeortr y tre~1 SY''a~ t ~ • S. Cass f a5 YeCt tra Yy~V yY, -~~~ ra ~ . 5 ear ~UZtrez dy rd or se°~` ~~ e~s,~ `~, m t ~ and of £illr~ ~F ' S rav ~ er . reces s ytY Z~~~ss ~r11~E 19 81. . Z~ W ~ ~,aY ~ ~~ ~~ . 6t daY o . t~ . t,~ys Y' ~ gv. w ~I2~BSg . ~°~ -- ------ --- _ gyn. W1. • REV-1503 EX+ (4-86) r ~~~. /~ , .. `r ,..r„aw. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS AND BONDS DIcC;aleb, Ruth M. FILE NUMBER 21 95 0334 Ilan property jointly-owned with Right of Survivorshia must be disclosed a~ S~6e.l~~1e ~ i ~ REV-1508 EX+ (2-87( COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEQULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or ILE NUMBER McCALEF3 Ruth M. 21 95 0334 (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Dauphin Deposit Trust Co. - Checking Account balance 4/26/95 2. Interest on checking account - April 14-May 15 1995 3. Legg Mason - final interest check 4. Checking Account interest - May 15, 1995 to date of transfer to estate account 5/19/95 5. Leader Nursing Home - refund of unused days $58,967.12 77.29 185.09 8.49 598.41 TOTAL (Also enter on line 5, (Attach additional 8Y~" x 11" sheets if moro space is needed.) S 59,836. , REV-1511 E%+ (7-68) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or T McC:aleb, Rttth M. 21 95 0334 ITEM NUMBER DESCRIPTION AMOUNT A •• Funeral Expenses: ~• Rolling Green Cemetary - Memorial Marker X287.00 2. Hatdings Restaurant - Funeral Meal 281.39 3• Myers Funeral Home, Mechanicsburg, Pa. Extra charge for Saturday interment 84 65 (funeral prepaid) . B• Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees 3. Family Exemption Claimant ~ ~ Relationship n~ ~~ ~ `~ t..) J ~~ e Vv ~ - ~~ Address of Claimant at decedent's death Street Address 7 9 Cn 1 i~mh; a l~r i vo City ~a~ttg-I`~i~ ~ State }~.~ . Zip Code ~ 7~1 ~ 4. Probate Fees 131.00 C. Miscellaneous Expenses: 1. 2. 3. 4. 5. 6. 7. 8. TOTAL (Also enter on line 9, Recapitulation) I $ ~7Ra na (If more space is needed, insert additional sheets of same size.) i 1 l 5 Y a t 47 •~y rrc --+ tsar a^ l:~ ~, r~ r-', F- "L . l'~J r.r ~~] cT_ ~ f. •l [SJ CS.I f._ r) sr cc_r~~ L"r] I c ~ ..i. r .~ .r r .,l,l rr.1J! !:.I ~.~ 1 1 r.71 ~. ~~ 1 ~ ~.. ! H-- ' I- Z I ~\ n S I !:- .l LaJ ~ ~ ~ r ~ ` ; ~ 1 L:~ 11.1 .. ~.. I ~ +.I.~ ~ 1 LrJ ,:.~~ .C 1 i~ r-i a: ~l :r_ 1.^.!.1 ~"r. ...I ~' J r; ]'• l al MTr ...p -rr- J ~ ~~ ,T:cr... r~ ~~ X17 ~ ~~ !...., 7r_ I u. ~ :ir. ~ c'1 ~'i i-=~ rn F-~1 1. -' .T° L.r.l ~-1 Lt I ~ C __] LaJ 1- ~!' i . r j ~ ES : ~~ ...-s _ . . _ r.~ ) T•" F- F._ •,TC r._ . . CJ} ..._~ DATE~~tt,, ,ggs RECEIPT" ~ "" B E R RECEIVED FROl~1 ~!. ~~ P1Lh CA S S ------- ,~+ Address I ~ ~~ ~ ~ d D ~.yrt ` ~ oo~uRS $~ FOR _---~~J2ni,.~~+ 1 ACCOUNT ~ BEC:INNIN(; HUW PAID .~ BAUNCE CASH i AMUIINT PAID CHECK _ MADE M U.S A. BALANCE °~b`~O1''1~° DUE MUNEY URDER BY .PROFESSIONAL SERVICES & FACILITIES` CASKET VAULT CASH ADVANCED: CEMETERY CHARGES MINISTER ORGANIST NEWS ITEMS CLOTHING FLOWERS CERTIFIED COPIES CEMETERY EQUIPMENT TRANSPORTATION ~~~ 50.00- -- -- 780.00 --- - --- -- ---------- - --? ~ 00_ ~j/i / IS ~ b ~OnJ e ,[ TOTAL ~l,t.~ A-L ~- 4917.00 CREDITS y g a~. 3s'' srZZ~ss~ by ~~s c,~fs ~ ~, Received Payment "7-7 i~ - c`~ 's - - 2 Z is fs n~~.r~lr•1• ruts YHY.I"l.~N'1' Cumberland County - Re aster Of Wills Hanover and High Stree~ Carlisle, PA 17013 MCCALEB RUTH M File Number 1995-00334 Remarks N JEAN CASS Distribution Of Receipt Receipt Time 509333958 Receipt No. 1004687 Transaction Description Payment Amount Payee Name LETTERS TEST ISSUE EXTRA PAGES 115.00 3 00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION EXECU SHORT CERTIFICATE . 5.00 CUMBERLAND CUMBERLAND COUNTY COUNTY GENERAL GENERAL FUN FUN JCP FEE 3.00 5.00 CUMBERLAND BUREAU OF COUNTY RECEIPTS GENERAL FUN & CNTR M.D Check# 2933 Total Received......... $131.00 $131.00 r McC:ALE~3, Rtzth M. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: 1. MAXINE M. HALVERSON 153 River Hill Drive ~3ermuda Rtin, N.C. 27006 2. N. 17EAN CASS 19 Cc~ltxmbia Drive Camp Hill, Pa. 17011 REV-1513 E%+ (2.87) - ~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1. FILE NUMBER 21 95 0334 RELATIONSHIP AMOU TN OR SHARE OF ESTATE DAUGHTER ~ $28,339.53 DAUGHTER ~ 28,339.53 AMOUNT OR SHARE OF ESTATE - TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13 Recapitulation) $ (If more space is needed, insert additional sheets of same size) l ~/ ~ , . 21•-95•-334 LAST WILL AND TESTAMENT FO.R RUTH M. McCALEB I, RUTH A4. McCALEB, o.f Lower Allen Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will •and Testament, in manner and form following: ~- ~ 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. I hereby direct my Executrices to pay all m_y just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. I devise and. bequeath the remainder of my estate as follows: A. One-half thereof to my daughter, Maxine "4. .Halverson; and to her issue per stirpes if she is not then living. B. One-half thereof to my daughter, N. Jean Cass; and to her issue per stirpes i.f she is not then living. 4. I nominate and appoint my daughters, Maxine Ai. Halverson '.and N. Jean Cass, as Executrices of this my Last Will and Testa- ment; and I further direct that they shall serve without the necessity of filing bond or security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 6th day of May, 1981. ~ ~~ /y/• //1 ~~Q.t"~ SEAL) Ruth M. McCaleb WITNESS: ~- ~~ ~1~ ~,. ~ . ~~ - 1 - L+- ~_-_w_._ COMMON~ALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND ~ SS. I, Ruth M. McCaleb, Testatrix attached or. foregoing instrument ' whose signed to the accordin name is executedgtIie iaw' do hereb ~ having been duly qualified nstrument asynacknowledge that I signed and willingly; and that I signedyitaas Will; that I signed it the purposes therein expressed, my free and voluntar y act f_or Sworn or affirmed to and acknowledged before me McCaleb, Testatrix, this 6th day of May, 1981. , by Ruth M. Testatrix JANICE . H~FRT7~_Ft2., 1anTgRY PURI_IC ~ ~ Cum r~nnd (,rnm+~~ (;n~!isle, PA ~~'`'J My Com fission Expires )aniiary ~] 1983 - COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND s SS. We, Tom.H. Bietsch and Ro er M. whose names are signed to .the attachedoareforeloin bein g the witnesses g duly qualified accordin g g instrument, were present and saw Testatrix to law' do depose and sa rthe instrument as Ruth M. McCaleb y that we that she executed itrasast Will; that she si sign and execute poses therein expressed;hthatrbothnofvoluntagned willingly and of the Testatrix signed the Will as w• y act for the gur- us in the hearing and sight best of our knowledge the Testatrix wasnatsthatand that to. the years of age, of sound mind and under no constrainteor8 or more influence. undue Sworn or affirmed to and subscribed to before Bietsch and Roger M. Morgenthal, witnesses lggl, me by Tom H. this 6th day of M_ay, '~ Witness 'n n I~ ' V(~ Witness JANICE My H~ERTZLER, NOTARY PUBLIC ~ ~ I land County Carlisle, PA ~ J~ lion Expires January 27, 1983 ~ ~-- - 2 - - - - REV-1547 EX AFP (12-94) CON~DNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ACN 1 O1 BUREAU OF INDIVIDUAL rnxES ApPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSMENT OF TAX DATE OS-14-95 ESTATE OF MCCAL M FILE N0. 21 -0 34 DATE OF DEATH 04-26-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO '•REGISTER OF WILLS, AGENT'• REMIT PAYMENT TO: N JEAN CABS REGISTER OF WILLS 19 COLUMBIA DR CUMBERLAND CO COURT HOUSE CAMP HILL PA 17011 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE - RETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ ----------------------------------------- --------------------- REV-1547 EX AFP (12-94) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCALEB RUTH M FILE N0. 21 95-0334 ACN 101 DATE 08-14-95 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax (1) .00 t2) 931 .80 (3) .00 (4) .00 (5) 59.836.40 (6) .00 (7) .00 (s) 60,768.20 (9) 4,284.04 clo) 00 (12) 56,484.16 (13) . 00 (14) 56,484.16 NOTE: If an assessment was issued previously, lines reflect figures that incl d t 14, 15 andior 16, 17 and 18 will u e he total of ASSESSMENT OF TAX: ALL returns assessed to date. 15 . Amount of L ine 14 at Spousal rate (15I . 0 0 X . 0 0= . 0 0 16. Amount of Lins 14 taxable at Lineal/Class A rate (16) 56, 484.16 X . 06. 3, 389 05 17. Amount of Line 14 taxable at Collateral/Class 8 rate (17) .00 15 . 18. Principal Tax Due X . . .00 TAX CR (lg) 3,389.05 EDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-) AMOUNT PAID 06-06-95 08-07-95 AA047840 REFUND 169.45 3,305.10 .00 85.50- TOTAL TAX CREDIT 3,389.05 BALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A '•CREDIT•' (CR), YOU MAY BE DUE ... _ REV. 1470 EX (6-88) INHERITANCE TAX COMMONWEALTH OF PENNSYLVANIA EXPLANATION DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OF CHANGES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME "°'~ ~f ~ ~ ''z 1 {~ ( ~ FILE NUMBER t, r ~ i ~ ~ ~_ ti ACN SCHEDULE ITEM - { NO. EXPLANATION OF CHANGES _° €~ r ~i - _. ~ ~ -• ~, } ~ w f ~fr~~ i i' ~ TAX EXAMINER: ,~ s~,,,~ f_. .,~~ ~ ~ '~~~ ~~~~' ~~/ - ~ i PAGE