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Home My WebLink About94-00230 PETITION FOIt IJROBATE and GRANT 01<' LETTERS E:~/a/(' of J.D~<!.liIJ'_._u_~~__~f{~__n__ No._tfdj:...qL)~O;(.3 0 JjJ-r; I ;:2 (11.m known us _______......_____._...._...__._____. To: / '-f -' /7" - .- _. .____.._..___.____._.._.____.... I{~glst~r of Wills for the ------------;;----;c...-m,-t 1J,('c('(/S('d. County of ::;:.!!jjJlc' .i' L ,q/~) in the Social Security No. _/.!i.;i..:..~.]::_.i.J2J.,:._.___ _ COlTllllonwealth of Pennsylvania Th~ p~lltlon of the und~rslgn~d r~sp~ctfully rcpr~scnts thllt: Your pet It ionerf!r). who Is.ltlfe IN y~ars of nge or older nnthe cxecut"" named In the last 11'111 of the IIbovc decedent, dllted __..2:.!.~.!:c_____.___._, 1912-.. :lIld.-oodlcll(s) .dated _ _______ (SHUt: relevant drClII1l\IIlIlCCS, e.g, renunclutloll. Ileu'h of cXcclIlor. etc.) Decendentwlls domiciled III denth In ~..!:~.!1Bf.I~ /. AAJ > _ __ Connty, Pennsylvania, with h.' 5 .llIst fnmlly or principal residence at ~2..._ >',. W/ !:!.....!!:.Y.. 711 .~-I /,'f' ,,7. ('/111 P UdL n. . -l:u1._.__L_L'L__.______.___ (IIH streel, lIlunhcr and Illundpality) Deeendent, then 'ILl yenrs of age, died __t I': (11,'l-l/I/,' Y :Z 3 ., 19 '1'1 at flll.y ~-i'11i17 1-1t.'cl'n;ll.. (~;I;-1i1 /i/LI 1/'1) . Except as follows, dccedelll did not marry, WIIS nOI divorced and did not have II child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: Deeendent at dellth owned propel'lY with estimated values as follows: (If domiciled In Pa.) All personlll propcrty (If not domldled In Pa.) Personal property in Pennsylvllnla (If not domiciled In 1'..) Personal property in County Value of real estate in Pennsylvnnla situated as follows: $ :J 1(/; ~ot . t'{, $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the 210bate of the last 11'111 and eodlcll(s) presented herewith and the grant of lellers~ F- 571\ II fN , II;..' y (lcslulIlclllary; admlnlstrutlon c.l,a,; administration d,b,n,c.t,a.) theron. ~ . I ,,~ 'll~ ..:~ 1l.g "'il '"'0.. '1l'... 30 ~ iii . TrL,:" '7 () ""-+ r D 1,,1, ^' L. t.e.. I'Il1 Jf\. _..2LJ /JoliN ,1'17(-1 57ih'IT- _i..fI_'::il' rlILL, P/)/7PI/ OATH 0.' PERSONAL REPRESENTATIVE COMMONWEALTH m' PENNSYLV ANIA l 88 COUNTY 01<' c ~(/~tlEIt'/..I1;';';) J ' The petltlonlr(~) above. roamed swear(s) or affirm(s) that the statements In the foregoing petition are true and correct to tlw best of the knowledge and belief of petitioner(s) and that as personal represen. tatlve(s) of the above de~,~ct,)Ilt petitioller(s) will well and truly administer the estate according to law. Sworn to or affir}l)cd... und sllbs~ribed j __.._-_~_t,_l.. ,=-G.' (I, L.. v-.-- ~ beforc 19;)hls --:-_-i5_LlL_____~ dU~!)1 _ ~ /);,/ Ct!.-I-7/-+ /.tLu:.tt,l"cl-:-It-. 19q!'J.- --- ~ (. U:2l2if ~:<-lUL1C~urf./lJ-y.'.,I.\.-I....1t:'..,j,J.) Il$.17t: =_=--=---=-_~ ~ No 21-95-0230 . Estate of 'F- ':P tJIII/ t. ~c <<5 , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MllrillL..lO th__ 19---2..L, In consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated J u 1 v 12. 19 B 2 described ther~111 be admitted 10 probate Rnd flied of record as the last 11'11I of Edwin L. Ocha and Lelters Testamentary are hereby granted to _..Edwin L. Dcha. ,J r. 1J2~ (!. /jnHA~ I c( Lh&j f)/~ . Resl cr of WII , T (J FEES Probate, Lelters, Etc. ......... ~...21ll...o.a.. ShortCertlflcates( ) .......... S 30.00 ~lhl'lfltliXOOl1 ... ..l\':"p........ S 42.00 JCP $ 5.00 TOTAL _ UA.1....oJl. Flied.. .t:1MP.lJ. .~9.1.. ,.l,~~.4........ ,... LJ)Hlflit Go; 1.,/~7.s~1J ,l(,WD A TIORNEY (Sup. Cl. !.D. No.) /63 RIj)~t:L.it>(}l> ,p/(II,IF, ,fl/iYl' III"., r'?/7~JI .-\DDRESS 7(,1-,:2').0'8' PHONE I'- '-. cr:.~ ~'~ Cl (~ 'j ct: C"I , r:: , . I co I 0' "'~l~ :l~ i 'Ill L) \:1 l'j OlD: ~t 'C ct p' 'lla U 1JZa;LwG to aftfi 3 -ltJ O' C; I. Lot j' '. " ... " d" I, , \, I, I' ,l,> , :' I, II " " II, I f,,' "':.1 ". J .' ! '. ~", 'J 1'\1\ "" 1.i",1 "I, , ';.1 ;", ,;,', , j" , " "I' "I' 'I"~ " I' 'I I 1 f'l' , '.' I . ,I: I' ," ,. . ," , '! '\: I ~ II. , " . ~ .~. , ,. . ~' . . II< H ~ ,: .. E-40 '. ~ '.'1' " ~ \;" "I' " , 'f&l , " \i I "1' "~I, '" ".. ('i, .., ": '1 '!i " "":, ';1 1 " I', .. '. ,lh'",,', , t I.',' : ", ;,::,(.' 'I; " , . ;--':_'~,! '.:'../: ,\',' i" "'I' " ';':'1:". , ; ~ /"" I' ", ,. ".'1 '. ',j 'I" ;',; , " " i 1,( ')', ','I :'~.,'; ,;', '" ';:t~l'/': '\f. ,::,,/.;-,q(\J: ;" '", "!", " ~"1 '.. ,\, ,i,- " ':,1 ,J.t " '" :'\j I:' ., " ,; " ,. .' ,. ',.. i. I. ,..' " ,( '~,~ . ~~ , D,' \,,::,. ,', (') ~) :S;;~, " I. dl " "'I ,fd" i,." .11'., I, '" 4 ~ " " \ 'I' "(" ..i, .. if I' i d,' ~l? "S' ..., .'. i( I, I": " , ., ,. 'I', " :,\ '. "', , ' :\, '., t-,! ,~ " ; ;" ' " ,f ", . ". " I ". .. ',",. :n., ," 'lb- tel'., ! . d .\ ~~:t f,t '.1 (,' i' 0 '::; (J "r-o ., .,' '.. i. I i 1!ll rH ....,; 1'1 " ", " " '. ,I"~ \: p' I, \ " 2. I hereby give and beCJuen th to my wife, if she survives me, my entire interest in and to any and all furniture, antiques, clothing, jewelry, pictures, statuary, works of art, silver, plate, ornaments, bric-a-brac, tapestry, household goods, ut~nsi1s and suppli,es, books, linen, china, glass, automobiles, horses, boats, plants, implements and tools that may be in, at or about our home at the time of my death, and all of my other tangible personal pro~ perty, together with all policies of insurance thereon. If my wife does not survive me, all of the property above de- scribed in this paragraph 2 I hereby give and bequeath to my son, Edwin L. Ochs, Jr., of Camp Hill, Pennsylvania, and in the event that I am not survived by my wife or by my said son, then to his wife, Magdelene A. Dchs, also of Camp Hill, Pennsylvania. Should I not be survived by my said wife, my said son, or his aforenamed \dfe, then I hereby giv(1 and bequeath all of the property above described in this paragraph 2 to those of my grandchildren, Edwin I" Dchs, III, and IHlliam Andrew Dchs, who may Rurvive me at my death, in as equal shares as lOllY be possible I should my said sur- viving grandchildren be unable to agree between themselves upon the division of such property, altornate choice of individual items of such property shall be made by them as follows: the first choice shall be made by the oldest of my 8urviving grandchildren, the !1(1cond choice shall be made by my next oldcJst stlt'viving grandchild, and so on according to age until distribution is oompleted, with my eXflcutor ~~ , /:l I. t:.. ,/;(. a..e. t.-"'- ~- G~c.('-c.,_-<- ,;(.J, (c2e"-t(~ -2- " of appointment which I have not heretofore exercised, together with all policies of insurance thereon, I hereby give, bequeath and davi,se to my Bon, Edwin L. Dchs, Jr., if he survives me, and should he pro- decease me, then to his wife, Magdalene A. Dchs. 6. If I am not survived by my wife, or by my son or his wife above-named, but I leave grandchildren surviving me, then I give, bequeath, devise and appoint all of the rest, residue and remainder of my property and estate, of whatsoever nature and wheresoever situate, inoluding property over which I hold a power of appointment which I have not heretofore exercised, together with all policies of insurance thereon, to my trustee hereinafter named, to hold in trust for the exclusive benefit of the beneficiaries hereinafter iden- tified for. the following purposes and in accordance with the following terms and conditions: (a) My trustee shall payor apply such portions or all of the net income, and if that be insuffioient then of the principal, to the use and for the benefit of those of my grandohi.ldren who may be then living, as my trustee in its sole disoretion shall deem neces- sary or appropriate to provide for their roasonable support and maintenanoe, to mee t the expenses of main~ taining their health, such as medical, dental, hospital and nursing expenses arising from illness, accident or disability, and to the extant that funds therefrom are ~)WA~ - -:iir.;,., - . , ' :"",';!2!t /.,... ...- _. ...~" , 1 _/-', // ' ~yac' ,'. C. L' 6. ~~: (.~.~ -4- 10. Any amounts, ai~her of income or principal, which are payable to II minor under this Will mllY at the sole discretion of my fiduoillries be paid cithor to a parent of sllch minor, to a guardian of the person or of the estCltc of sllch minor, to the person who has custody of such minor, or directly to such minor, or applied to or for the benefit of such minor. The receipt by such parent, guardian, custodian or minor, or evidence of the appHaadon of such amount for the minor's benefit, shall be a full and complete discharge of my fiduciaries tD the extent of such payment or application. 11. Except as otherwise restricted, directed or provided in this Will, and except as required by la~ in the administration of my estate and any trusts herein created, my fiduciaries hereunder, including the guardian herein appointed of the property or estate of any minor beneficiary hereunder, shall have the fOllowing powers, which may be exercised without l~ave of court, in addition to those powers as my sllid fiduciarios may have by law: (s) At any time, to retain any assets, investments or property in the form held by them at the time of my death or thereafter, and to invest and roinvest any funds which they may hold in any stocks, bonds, notes or other securities, or in any other pr.operty, real or personal, tangible or intangible, or mixed, or intorests therein, wherever situate, as and in such proportions as they may deem best, notwithstanding that such investments may ndt be of a char.acter allowed to fiduciaries by statute or rules of lilw. -~ ...P G ~(.(~":t--(.. ^, <<'~-I:.c-'f1- (b) To soll, exchllnge, 9rant options upon, or otherwise dispose of any property, real or personal, tangible or intan9ible, or mixed, or interests therein, at any time held by them, at public or private sale, for cash or upon credit, in such mannor, to such persons, and at such price, terms and conditions as they may deem best, and no person dealing with them shall be bound to see to the application of any funds paid to them. (c) To manage, operate, repair, improve, partition, subdivide, or 10ase for any term any real estaLe or per- sonal property at any time held by them, and to enter into agreements for the same. (d) To borrow money for the payment of taxes or for any other proper purposes in the administration of the property held by them upon such terms as they may deem advisable, and mortgage, pledge or encumber any real and/or personal property held by them as security therefor. (e) To distribute in cash or in kind, or partly in each, and in shares different in kind from other shares, upon any division or dist.ribution of any property which they hold, (f) To compromise claims, and to abandon any property held by them which is of little or no value. (g) To retain and pay ngents, employees, accountants and counsel, includin9 but not limited to le9a1 and invest- ment counselor advisors, brokers, banks, custodi,ans and ~ ~l= c- - a ../-', (,,/ ,'c.c........L.- 6. c{"'~_t,:f::='........... other agents, for advico and other professional services, and to delegate to them such duties, rights and powers as my fiduciaries may determine fot' such time periods as they may deem necessary. (h) To allocate, in their diocretion, any reoeipt or item of income, or disbursement or expense item, to prinoipal or income, or partly to each. (i) To hold assets in bearer form, and to register seourities and other property in the name of a nominee. (j) To join and participate in any merger, reorgani~ zation, voting trust plan or other concerted action of holders of securities for the deposit of securities under agreements and payment of assessments, to subscribe for stocks and bonds, to give proxies, to grant, obtain or exercise options, and generally exercise all rights of holders of securities, and to delegate discretionary duties with respect thereto. (k) With respect to any policies of insurance forming a part of my ostnte I to continuo such policies in force, and to pay the premiums on such policies out of income or principal, to obtain tho cash surrender value, if any, of any such policies which insure the lives of others and add the same to principal, or convert any suoh policies in- suring the lives of others to permanent paid-up insurance (unless in either case Buch policies are speoificnlly be~ gueathed in this Will) I and to donl with such policies in --1;j ). ;., ~ .J.., ,_' ~~_._--- (' _~ ,a, O....-L.. -9- ;K', U?,,---tC..4 , any way that my fiducillries may determine to be in the best interests of the benefioiaries hereunder, inoluding the right to borrow on suoh insuranoe polioies in order to pay the premiums thereon. (1) To the extent permitted by law, to exeroise any eleotion, right or privilege given by federal tax laws, or the tax luws of Pennsylvania or of any other jurisdio~ tion, inoluding but not limited to the joinder with my wife in filing income tax returns, the joinder with my wife in filing gift tax returns with respeot to gifts made by her or me or both of us prior to my death, the consent on gift tax returns to have any gift made by'her oonsidered as made in part by me for gift tax purposes, the determination of proper taxes, interest and penalties and the payment thereof even though not attributable in whole or in part to :Lnoome or gifts from my property or estat(~ and without requiring my wife, her estate or her legal representative to indomnify or reimburse my fidu- ciaries for taxes (or penalties or interest thereon) attdbutable to my wife, the election of alternate val u- ntion for federal estate tax purposes, the election to claim deductions for death tax purposes or for income tax purposes without the consent of any beneficiary here- under, and to make or not make equitable adjustments for their exercise or non-exercise of any such election, right ..c: .:...~ l....< t:..:LG.-'''''' .-.(_ x~ ~?c-li._ " or privilege; in the event of any such action taken by my fiduciaries, no compensatory adjustments as between income and principal of my estate shall be required by reason thereof. (m) To make partial distributions to the beneficiaries hereunder from time to time prior to the final settlement and distribution of. my estate. (n) To receive, collect and recover the interest, rents, profits, proceeds, gains and other income and earnings of and from the property held by them pursuant hereto. (0) In general, to exercise all powers in the management of the assets and property held by them which any individual could exercise in the management of similar property owned in his olm right, upon such terms and conditions as to them may seem best, and to execute and deliver all instruments and to do all acts which they may deem necessary or proper to carry out such management and their duties 'under this Will. 12. I hereby appoint my son, Edwin L. Dchs, Jr., to serve as executor of my estate hereunder. Should my said son be unwilling Ot" unable, fail to quali fy, or cease to act as executor of my estate, I her.eby appoint my wife to serve ao executrix of my estate pursuant to this Will. Should she be unwilling or unabla, fail to qualify, or cease to act as such executrix, I hereby appoint Commonwealth National Bank, of Harrisburg, Pennsylvania, to serve as executor of my estate hereunder. V~"f~l'll'''' ( ---------- [~ c. ;.,.CC-(, c"-e,~-'- ~~'.:~ .t'~.c.--- -11- 13. I hereby name and appoin t Conunonwealth Na t.i.onal. Bank, of Harrisburg, pennsy Ivania, to serve as my trustee of any trusts cre- ated under this Will. At least once each trust year, said trustee shall prepare a detailed accounting, statement of receipts and dis- bursements, and balance sheet, reflecting all transactions of any trust created herein for that trust year, and shall furnish a copy thereof to the beneficiary or beneficiaries of such trust with rea- sonable promptness after the end of the trust year. My said trustee shall be entitled te recei va fair, equitable and reasonable compen- sation for its services rendered hereunder in accordance with its then prevailing schedule of fees. 14. I hereby name and appoint Commonwealth National Bank, of Harrisburg, Pennsylvania, to act as the guardian of the property and estate of any beneficiary hereunder who has not attained the age of majority as ef the date of my death, it being my intention to make this appointment effective in all cases where permitted under the laws of the Commonwealth of Pennsylvania. Said guardian shall have the power and authority, e:xerdsab 1e in its sole discrotIon and without seeking or obtaining prior court approval thereof, to apply or expend so much of the net income and If necessary or d0sirable the principal of such minor's property or estate as the guardian may deem advisable to or for the minor's care, muintenance, support, health, education, or other proper purposes beneficial to the minor, without regard to such minor's other sources of support or funds. 15. The fiduciaries named in this Will, including any guardian ~h~"i" ~w:\- of the property or estate of any minor beneficiary, -12- -<,"/ _~,/~ C u.... .~. 0::" (c? r--lt...e-' .,. .... '.......-.,...... ".... '~ ...., '-, " On this 11-IA day of ..,..-I"/y " 1982, Edwin L. dohs declared to us, the undersigned, that the aforegoing instrument was his Last Will, and he requested us to act as witnesses to the same and to his signature thereon. lIe thereupon signed said Will in our presence, we being present at the same time. We now, at his request, in his presence, and in the presence of each of us, hereby subscribe our names as witnesses. Each of us further de- clares that he or she believes this testator to be of sound mind and memory. residing at 'Nc;AA,v;~ ,Il.... I residing at ~,f'l.sv)/k A. f' , residing at 'J' ~/' /1 Crr--.,.j(r j(.~/ "-, - ",,' , , i .j .. II' , , j.' " -14- ~, CERTIFICATION OF NOTICE UNDER RULE 5.6(a) I Name of De(:edent I '~r1\'1in J,. (ehn Date of Deathl Pe hT'lInr~ I' '1, 1991! Will No, 1 qqlf -(1()? '1 0 Admin. No. ?1Qh-O?'10 To the Regis ter I I c~rtify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans I Court 'Rules was served on or mailed to the following beneficiaries of the above-captioned estate on MRrch 1'(" 19911 I I Name Address flow;n J, . CchR, Jr'. '11(- Horth ?hth ;trr.ot, Cnmp IIi II , ]J\ 1701 t r.:owin J . CChfl, JJl '1H l'orth ?llth :troot, Cllmn 11111, I '{I 17011 1'11] 11 am An(lrew ( chr. '1 t ( ~'orth ?hth ":troot, Camp Hill, IiI 17011 Notice has now been given to all persons entitled thereto under Ruie 5.6(a) except Ponp. Date I lilarch?R, 1q9h r:1~~ Signature Name WilliRm G. \\JRtf10n, fo'f'q. Address10'1 Rioaewooo Drlve D\ "';( "'I , I'} ,. "iii. ," [, [)l (, r"' ".\J ~;:~ , '. 'I " ~rl ( ;' . '>;J I' u: .'. PI "'8 i.3 Camn Hill, PA 17011 Telephone (71 7) 761-??R8 CapacitYI x Personal Representative Counsel for personal representative 1,'-/r4>-/:J.... REV"~OO EX. 1",911 'f t, '\ INHERITANCE TAX RETURN ~~r~;~ RESIDENT DECEDENT COMMONWEAlTH Of PENNlYlVANIA (TO BE FILED IN DUPLICATE DEPARTMENT '" R~VENUE I 2 1 911 0230 HARRIS~J:~ ~~om2i0601 WITH REGISTER OF WILLS COUNTY CODE - '_ VEAR - -. 'h";' '" L. . ,mr::'::~~~.:;'th: tC.:t I sooAnhuRiffNUMla--.--romoror,;;m---.jiiAHOHiRJjj.----- Camp Hill, PA 17011 ~_._ !~ - O!~_Il]L______ _,.2 -_~ 3 - 9..~_....J_-!__8 - 2_~__ c,,"'t. Cum b e r 1 and l!! 1X11. Original Relu,n [I 2, Supplemenlal Rolurn IJ 3, Remalndor Rolu,n 1ol:S~ Ifar dOl.. of d.alhprla, 10 12.13,02) :z:f [I 4, lImlt.d E,lal. [J 40, Fulur. Inl..osl Camp,omil. 05, Fede,al E.lale Tax i5Q Ifar dale. of d.alh alte, 12.12.02) Relurn Required Eiil ~ 6, Decedenl Diad re"ale [I 7, Docedenl Molnlalnod a living T,u.I -48, Tolal Number 01 Safu Dopollt 8axo. .__~..__.. IAllach copy of Will) IAllach copy 01 Tru.I) _ ,____._ ALL CORRI.,ONDINCI AND CONPlPINlIAL TAX INPORMATlON SHOULb II DIRICTID TOI AM! =rPIElf M1AoI1l3NOARDDIRdE~gSeWOOd ! 111 am_G ,--WJl.t.Il..Qll.l-.E.1l..Q . 0 r I V e @f[oNfmJMoli Camp Hill, PA 17011 761-2288 ," - -- ~==P('\ 1. Real E.laleISch.dule A) I I) ______ 2, Slack. and 80nd. (Schedule 0) I 21 ..,_____1:Ui..-58D.._62-__. 3, Clastly Held Slock/Parlnershlp Inl"ell (Schodule c) I 31 ___.;.:.. 4, Morlonge. and Nole. Receivable (Schedule 01 I 41 ..____________ 5, Ca.h, Bank Oepolll. & MI"ellaneou. Pe"onal Prop.rly( 5) ------7-1--S-9-e-~- ISchedule E) , . , 6, Jolnlly Owned Property ISchedul. FI ( 6) 7, Tran.f.." (Schedule Gj (Schedulell ( 7) B, T alai Gro" An.11 (Iolalllno. 1.7) 9, Funera~ Exp.n,e., Admlnl'lrallve Co.II, Mllcellaneou. ( 9) Expenle. (Schedul. H) 10, Debl., Morlgage lIabillll.., llenl (Schedule t) (10)___. 11. Tolal Oeducllo", (10101 line. 9 & 101 12, Nel Value of Ellole IlIne 8 mlnu.llne 11) 13, Charitable and Gove,nmenlal 8.que'I' (Schedule JI 14, Nel Valuo Sublecllo Tax (line 12 mlnu. line 131 15, Amounl of line 14 laxoble 01 6% ,ole (Include value. I,om Schedule K a' Schedul. M,) 16, Amounl of line 14 laxabl. 01 15% ,ala (Includ. valu.. f,om Schedule K or Schedule M,I 17, P,lnclpollax duelAdd lax from IIn. IS and Irom IIno 16,1 18, Credll. Spo..ol Poverly C,edll Prior Paymen" DI"ounl Inlore" ..--..----..--- .., 3-,-5-00,{}O- +..j)!(-S,OO-- - --------.- 19, If IIn. 18 Is greal.r Ihan line 17, .nl.r 110. dlll.,.nce on IIn. 19, This l'lhe OVERPAYMENT, ao 20, If line 17 I. g,oalor Ihnn line 18, enler Ihe dllle,once on line 20, Thl.lllho TAX DUE, (201 __,..__.._......_!!.3 ._1..1 A. Enler Ihe Inle,e.1 on !h. balance due on IIn. 20A, 120AI _,._._..._..______ ________.., ~ 3.71 8, Enler Ihe 10101 01 line 20 and 20A on line 20B, Thl. I. 110. BALANCE DUE, 120BI ._...._n'__...__....___.._ . ~.k. Ch.ck Pay.bl. fa, R..l!t.f.r a' Will., Ag.nt .__.___.___..__..__..___......__. . . II IURI TO AN'WIR ALL QUIS'iIONS ON iilvim SID" AfiilTO RECHICK MATtI....------- - -.---- - Under penaltle. of plIrlury, I declare thai I have uamlned ,hi, (eturn, Including occomp~nyinn "no'dule, and slolomenh, Md 10 Ihe bOil of my knowlodgo and hollof, it I. 'rUI, corrtet and completo, I de claro thai all roal 011010 hat bun reported nllrUlI mQrkll1 value, Doclornllon of proparer olh,r Ihan the potlonal faprolonlnllvo Is ballld on olllnformallon c.f which preparer has uny knowledge. "iONAfURlorPERS(iNR1$PONli~'nORfjliNO RETURH--ADOREW----n...--..--- --.------ - -....- ------ ...--- ,---.... i'oIiC----'....- ,.. -. ----- ~~~~~.~~~NAr';~~~.rl~-::LA~~~LJ:~L~,~ r~,-;:!1tlt~U~i,~~1.;;L~:L~-----.n.. o~m-'$-~. {]_'L~_ _.. ". (I'M _ ~ '~~__ ~_I.....2..!..~~7-~~'::L~':..'.':.:~..~j.!~.,I/l~ 7t.~/L ..x:..o:_fi[ ~i :I Q OZ V~ . -. . ~ .... ," ..... 'OR DAJI.0.DIATHAmR12131191 CHICK HIRI I' A SPOUIAL 'OYIR" CRIDIT II CLAIMID 0 PILI NUMUR ...--.-----.---,--.- NUMBER ---:r- 'I:) " z o 3 E ~ 11, 133.10 I 8) _-?~~~--- 61. 61 -ii5j---- 23b, 9" H. 50 Ill) __~.!..!.?~. 71_.._.__ 112) 2 36-,"91'8';-5-0-'--- 113) ___m.__ (14)' _?_JJ\_..9..7...a.5.Q....n J ~ , 2 1 8 .-n-....- ,x ,06 = 116)_m________.....x,'5= z o ~ !:i ~ V ~ (17) ------lzr"na-:n-- (18) -.--------IlI-;-I'7.S;-GO.n (191.____.__.nn_...._m._. ChNk 1ll..'1V if you (Ill' INIUl'\liuU c( lI.flmd of youl oVl:lfHlymll'nl. fiLE NUMBER Edwin L. Dohs (All proplrty lolntly-ownld with Right 0' SUn/Iv 011 hip mUlt ~!. dllClolld on Schld~l. f.) ITEM NUMBER DESCRIPTION 1. 2 1 9 Il-:JLilQ VALUE AT DATE Of DEATH Stooks 2496 shares Exxon Corporation, oommon stook @ $66.50 165,984.00 Dividend payable 3-10-94 to stookholders of reoord 2-10-9ij 1,797.12 2. 48 shares IBM, oommon stook @ ~53.75 2,580.00 Dividend !layable 3~10-94 to stookholders of reoord 2-10-9ij 12,00 3. 260 shares Dauphin Deposit Corp. , oommon stook @$23.875 6,207.50 " " I' " ", ,J"; ': ,\ , ' \ i " ,,' ,,' 1 " , , " ' , " .' " , , TOTAL (AI.o Inlor on IIn. 2, RICO Itolallon (II mOil 'POCO II nllcllcl, In..,I aclclmona/.hl." of 'ami liro,) $ t-1-6.~3~ . 92 , , UV.UotlX+ IU71 w SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI.as. Print or T . FILE NUMBER COMMONW/AlTH Of P/NNIYlVANIA INHS.IIANCI TAX .nu'N IIIIDINT DICIDINT ESTATE OF 6 Frlui n I Oflnr1 219'1 0230 IAII p..,.tty Ioln,IT.ownld with thl RI,ht If ~urvtYl"hlp mull bl dlulolld on Schldull "1 ITlM DESCRIPTION VALUE AT NUMBER DATE 01' DEATH 1. Meridian Bank Cheoklng Aooount 112936-3ij63 $ 1.989. ijO Aoorued Interest to 2-23-9ij 3.78 2, Harris Savings Bank 66,119.08 Aoorued Interest to 2~23-9ij 307, ij6 3, Capi tal Blue Cross Refund 49.25 ij. 1993 Pa Inoome Tax He fu nd 34,,58 5, 1993 Federal Inoome Tax Refund 1.766,00 6. 1994 ,,' Federal Inoome Tax Refund 180.00 7. Leader Nursing Home Refund " 143. Oij " S 71 592.59 (Anach addllla.aIBY," . II" ,hill. II marl 'paClII ,"dld,) SCHEDULE H J ~:~ FUNERAL EXPENSES, COMMONW!A;~ or rENNIYlVANIA ADMINISTRATIVE COSTS AND INm:t~~1WlEm~RN _ MISCELLANEOUS E~PENSES Plla.1 Print or TYPI Edwin L. .OOhS..___ ~~1~0230 uVlSn... (1"1 ISTATI 0' ITEM NUMBER A. B. 3, 4, C. 1. 2. 3. 4, 5, 6, 7, 8, DESCRIPTION 1. Funerol IMpln.11I Myers~Harner Funeral Home, funeral expenses 2. Rolling Green Cemetery, burial expensea 1. Admlnlltrotlvl COlt11 Personal Repretentatlve Commllllons Social Security Number of Perlonal RepretentatlvlI . Year Com millions paid 2. Allorney Feet William G, Watson, Esq~ Family Exemption Claimant Relationship , Addrell 01 Claimant at decedent's death Street Addrell City State __ Zip Code Probate Feet Register of Wills Mllelllanloul bplnlll' Cumberland Law Journal & Patriot- News, advertise letters Register of Wills, inventory filing fee Register of Wills, Inherltanoe tax return filing fee TOTAL IAlso enter on line 9, Recapitulation) (If more Ipoel Is nl,dld, In.lrt addltlonallhuh of saml 11.1.) AMOUNT $4,939.00 640.00 5,000.00 347.00 182.10 10,00 15.00 s 11,133. 10 UY.UUI..IJ..", ~~ L SCHEDULE J COM'IImIW!Aml 01 ,h-HHYlVAWA ...L BEN EFICIARI ES INHlllfAnCI 'AX IIIUIN IUIP NT DleIPIN' ISTATI Of fiLE NUMBER Ed win L. Oohs 219~~0230 ITIM NAME AND ADDRISS Of BENEfiCIARY ReLATIONSHip AMOUNT OR NUMBER SHARE Of ESTATE ----..---- A, TaKabl. B.qUtllll 1. Edwin L. Dohs, II I, 316 North 2~ th Grandson $5,000 Street, Camp Hill , PA 17011 bequest 2. William Andrew Oohs, 316 North 2~ th Grandson 5,000 Street., C am'p fl1ll, PA 17011 bequest. 3. Ed\o!in L. Dohs, Jr. , 316 t10rth 24th Son Entire Street, Camp H i11, PA 17011 residue ITlM NUMBER NAME AND ADDRESS Of BENEPlCIARY , AMOUNT OR SHARE Of ESTATE B, Charltabl. and Governmental BtqUtl11l 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.a .nlor an lint 13, Rtcapltulallan) S II' mort .pact I. n..d.d, Inu" addltlanal.h.." a'.am. "It) ,I Ll\ST I~ILL OF EDWIN L. OCHH I, EDWIN L. OCHS, of Camp lIill, cumberland county, Penllsyl vania, do hereby declare this to be my Last Will, and do hereby revoke all prior IHlls and Codicils heretofore made by me. 1. My wife, Helen M. Ochs (hereinafter referred to as "my wife), and I presently are the joint owners of a residence located at, and known and numbered as 305 South 24th street, Camp lIill, Cum- berland County, pennsylvania, which is our usual homo. If my wife survives me and CI t my death our home, whether it be the one \~hich we nO\~ own described above or one wh ich is heroa fter acqui rad by us, is held in any manner \'lh ich vii 11 not rasul t in the passage to my wife of full title to such home by operation of law, I herebY give nnd devise my entire interest in such home to my wHo. If my wHe survives me, I specificallY authorizo my executor to apply assets of my estate to the satisfaction and dJ.scharge of any mort.qagc;!5, Hens and other encumbrances / together '.~ i th all interest accrued thereon, which m~y 8xist with regard to sueh home at tho time of my death, whether passage to my wife of title to such home is by opc;!ration of law or under thIs paragraph 1. I fmy w He does not survi '/0 me, then our said home shall pass as hereJ.nnfter provided. * 'j ( ,'/7,/' --- ./,.;.I~' ~- f,/ ~.(""c..-r:.....(/ ;J:', (r:,c /t(..~ -- -- 2. I herebY give and bequeath to my \~ife, H she survives me, my entire interest in and to any and all furniture, antiques, clothing, jewelry, pictures, statuary, works of art, silver, plate, ornaments, bric-a-bruc, ti:lpefl try, household goodS, utensils and supplies, books, linen, china, glass, automobiles, horses, boats, plants, implements and tools that may be in, at or about our home at the time of my deuth, and all of my other tangible personal pro- perty, together with all policies of insurance thereon. If my wife does not survive me, all of the property above de- scribed in this paragraph 2 I hereby give and bequeath to my son, Edwin L. Ochs, Jr., of Camp "ill, pennsylvania, and in the event that I am not survived by my wife or by my said son, then to his wife, Magdelene A. Ochs, also of Camp "ill, pennsylvania. Should I not be survived by my said wife, my said son, or his aforenamed wife, then I hereby give and bequeath all of the property above described in thi 5 paragraph 2 to those of my grandchildren, Ed\1in L. Ochs, III, and William Andre\1 ochs, who may survive me at my death, in as equal shares as may be possible; should my said sur- viving grandchildren be unable to agree between themselves upon the division of such property, alternate choice of individual items of such property shall be made by them as followS: the first choice shall be made by the oldest of my surviving grandchi.ldren, the second choice shall be made by my next oldest surviving grandchild, and so on according to uge until distribution is compl,eted, with my executor ):l2 , ....'" \,,' .:/~ a..t (..- cfd,.<-~v<-- ,?( (c..'e-~t .........- - -2- 7. Should any legatee or devisee under this Will die within ninety (90) days after the date of my death, he or she shall be deemed to have predeceased me for all purposes under this Will. Provided, that if my wife su~vives me at my death but dies within ninety (90) days thereafter, she shall have for and during that portion of such ninety (90) day period as she in fact is alive after my death the dght to the use and enjoyment as a life tenant of all property in which her interest hereunder will fail by reason of her death within said ninety (90) day period. 8. No statutorily provided interest shall be allowed or paid on any gifts made under this Will or on distribution of property made by any trust herein created. All income of my estate or any trust here- under realized during the administration thereof shall be allocated among and distributed to the beneficiaries thereof in proportion to their respective shares of my estate or such trust under this Will, and the income of my estate or any trust hereunder shall not accrue or be apportioned between or among successive beneficiaries, if any, here- under. 9. No interest of any beneficiary hereunder in either the prin- cipal or income of my estate or any trust herein created shall be subject or liable in any manner while in the possession of my fidu- ciaries to anticipation, pledgo, assignment, sale, transfer, charge or encumbrance, whether voluntarily or involuntary, or for any liabi- lities or obligations of such beneficiary whether arising from his or her death, debts, ~M& /, (', ~ r ,/ " ,/., ,- '/- g.., contracts, torts or engagements of any type. J:~.' (f.<'r--<c. ~ _ GCt' t: C'~...( 6. =. -6- 10. Any amounts, either of income or principal, which are payable to a minor under this 11111 may at the sole discretion of my fiduciaries be paid either to a parent of such minor, to a guardian of the person or of the estate of such minor, to the person who has custody of such minor, or directly to such minor, or applied to or ror the benefit of such minor. The receipt by such parent, guardian, custodian or minor, or evidence of the application of such amount for the minor'~ benefit, shall be a full and complete discharge of my fiduciaries to the extent of such payment or application. 11. Except as otherwise restricted, directed or provided in this Will, and except as required by la~ in the administration of my estate and any trusts herein created, my fiduciaries hereunder, including the guardian herein appointed of the property or estate of any minor beneficiary hereunder, shall have the following powers, which may be exercised without leave of court, in addition to those powers as my said fiduciaries may have by law: (a) At any time, to retain any assets, investments or property in the form held by them at the time of my death or thereafter, and to invest and reinvest any funds which they may hold in any stocks, bonds, not.es or other securities, or in any other property, real or personal, tangible or intangiblo, or mixed, or interests therein, wherever situate, as and in such proportions as they may deem best, notwithstanding that such investments may not be of a character allowed to fiduciaries by statute or general rules of law. )~~~- .-- I co, /. ),., .--.' cfc-tc (..'"",t., It (t~.".",-- -7- (b) To soll, exchange, grant options upon, or otherwise dispose of any property, real or personal, tangible or intangible, or mixed, or interests therein, at any time held by them, at public or private sale, for cash or upon credit, j n such manner, to such persons, and at such price, terms and conditions as they may deem be~t, and no person dealing with them shall be bound to see to the application of any funds paid to them. (c) To manage, operate, repair, improve, partition, subdivide, or lease for any term any real estate or per- sonal property at any time held by them, and to enter into agreements for the same. (d) To borrow money for the payment of taxes or for any qther proper purposes in the administration of the property held by them upon such terms as they may deem advisable, and mortgage, pledge or encumber any real and/or personal property held by them as security therefor. (e) To distribute in cash or in kind, or partly in each, and in shares different in kind from other shares, upon any division or distribution of any property which they hold. " (f) To compromise claims, and to abandon any property held by them which is of little or no value. (g) To retain and pay agents, employees, aocountants and counsel, including but not limited to legal and invest- ment counselor advisors, brokers, banks, custodians and -J::f\ /.:;.).41- . ' ,L' ../.J (",(!,:,c'-'C,........ 60 ~>r-(.' L._ other agents, for advico and other professional services, and to dolegate to thorn such duties, rights and,powers as my fiduciar.ies may det~rmine for such time periods as they may deem necessary. (h) To allocate, in their discretion, any receipt or item of income, or disbursement or expense item, to principal or income, or partly to each. (i) To hold assets in bearer form, and to register securities and other property in the name of a nominee. (j) To join and participate in any merger, reorgani~ zation, voting trust plan or other concerted action of holders of securities for the deposit of securities under agreements and payment of assessments, to subscribe for stocks and bonds, to give proxies, to grant, obtain or exercise options, and generally exercise all rights of holders of securities, and to delegate discretionary duties with respect thereto. (k) With respect to any policies of insurance forming a part of my estato: to continue such policies in force and to pay the premiums on such policies out of income or principal; to cbtain tho cash surrender value, if any, of any such policies which i.nsure the lives of others and add the same to principal, or convert any such policies in- suring the lives of others to permanent paid-up insurance (unless in ei.ther case such policies are specifically be- queathed _ (l/u/j, ~j :(Jr " 7,;.)., ..- ,- . ~ t. J in this Will); and to deal with such policies in ,'~ _1..:E..~,:f-t- -9- .fl, . IS.. CL:~;,.,. -{ i.,-,,-,-_ or privilege, in the event of any such action taken by my fiduciaries, no compensatory adjustments as between income , and principal of my estate shall be required by reason thereof. (m) To make partial distributions to the beneficiaries hereunder from time to time prior to the final settlement and distribution of my estate. (n) To receive, collect and recover the interest, rents, profits, proceeds, gains and other income and earnings of and from the property held by them pursuant hereto. (0) In general, to exercise all powers in the management of the assets and property held by them which any individual could exercise in the management of similar property owned in his o\~n right, upon such terms and conditions as to them may seem best, and to execute and deliver all instruments and to do all acts which they may deem necessary or proper to carry out ouch management and their duties under this Will. 12. I hereby appoint my son, Edwin L. Ochs, Jr., to serve as executor of my estate hereunder. Should my said son be unwilling or unable, fail to qualify, or cease to act as executor of my estate, I hereby appoint my wife to serve as executrix of my estate pur.suant to this Will. Should she be unwilling or unable, fail to qualify, or cease to act as such executrix, I hereby appoint Commonwealth National Bank, of Harrisburg, Pennsylvania, to serve as axecutor of my estate hereunder. /<&-~g ,/ '/1 ..'" li'-: " 1.1 [ c d...t:...,....... ;:::' c;,.':.:1't~,,--, -..... -11- shall not be required in any jurisdiction to file, enter or post any bond or other security for the faithful performance of their dutios hereunder. 16. Subject to the restrictions hereinafter set forth, I direct that all estate, inheritance, legacy, transfer, succession and death taxes, of whatsoever nature or kind and by whatsoever jurisdiction imposed, and all interest and penalties thereon, which may be payable or assessed in consequence of my death, whether or not with respect to property passing under this Nil!, shall be paid out of and charged against the principal of my residuary estate, without apportionment or right of reimbursement, to and with the same effect as if such taxes, interest and penalties were expenses of administration of my estate, and all property includable in my taxable estate, whether or not passing under this Nill, shall be free and clear thereof. Taxes on future or remainder interests hereunder may be prepaid at and in the sole election and discretion of. my executor. In no event, how- ever, shall my executor pay from or charge against my residuary estat8, or the assets or property thereof, any taxes imposed upon generation-skipping transfers under the provisions of the Internal Revenue Code of 1954, as amended, or any penalties or interest thereon. IN IH'l'NESS I~HEREOF, I, the said Edwin L. Ochs, hereby set my hand to this my Last IHll, typewritten on thirteen (13) sheets of paper, including the attestation clause, signature of witnesses, acknowledg- mont and affidavit of witnesses, upon each one of which I have also written my name on this u. dl day of_~., / 1982. _~1i1___ /...i7-4-- , )-(-~- ~'''..\;.:(-I:- C" ' ..,? ? C,<"l, . C. .T..... /-.... ~~c:' l.'~ ., 8d\~in L. OCI15------ ,. .. On this nlA day Of_L./,,!y , 1982, Edwin L. Ochs declared to us, ~he undersigned, that the aforegoing instrument was his, Last Will, and he requosted us to act as witnesses to the same and to his signature thereon. I/o thereupon signed said ~1i1l in our presence, we being present ntthe same time. We now, at his request, in his presence, and in tho presence of each of UB, hereby subscribe our names as wi tnesses. Each of us further de- clares that he or she believeB this testator to be of Bound mind and memory. residing at residing at residing at -14- 1/ 0-1IA.0~ J /1.... . )'!4,f~~",'I/~--A ' / ~'/!. ') ....._)/ /' {.4-->,...;>- -!,t{e(, <i , ", j, ' I I I I i i I ! i I' I I 'I I r Inventory 01 the real and personal estate 01 Edwin L. Ochs stocks 2'96 shares Exxon Corporetlon, oommon stock @ $66.50 Dlvld~nd payable 3-10-9q to stockholders of reoord 2-10-9q qa shares IBM, oommon stook @ $53.75 Dividend payable 3-10-9Q to stookholders of record 2-10-9q 260 shares Dauphin Depos I t Corp., oommon stook @ $23.875 Total stooks , Mlsoellaneous Meridian Baiik"Checklng Aocount 1/2936-3q63 Aoorued Interest to 2-23~9q Harris Savings Bank Savings Aocount nOQ50003667, Aocrued Interest to 2~23-9Q Capital Blue Cross Refund 1993 Pa Income Tax Refund 1993 Federal Income Tax Refund 199Q Federal Income Tax Refund Leader Nursing Home Refund Total Misoellaneous 'I ji ',' " I, " .. " deoeased " go 'j ,c' r ; '. ,;' , " ..,p~: :1{' ~.~ \r.3' .L--, "-, TU'" . --" -.~ ... ,...j '-d ....1 . J~', ':-") '; 165,98Q 00 1,797 12 2,580 00 12 00 6 207 50 176,580 62 1,989 QO 3 78 66,119 08 307 Q6 Q9 25 3Q 58 1,766 00 180 00 1 1 Q 3 OQ 71,592 59 .:0 .Om ':1 f\ {j,l :-j -" COM~ONWIALTH OF PINNSYLVANIA COUNTY OF CUMBIRLAND I. J "I .___..F'.:n..w_t'!..}". (C~f~!J!:. being dIlly ._. Awor!1___.H_ ..._ according to law, deposes and says that he _, j Fl 1l1.!l_._._.._, __._ __.J':.~p:CIl!Qr~___ ___.. .,_ ,., _. of tho Est.t. of ._.]cl\1'l.!Lb-1,_chn _. I-t. of ._.._. C.f1,.m, n Hll] Boroul"h C bid C I P d d d th t th . . .._ ____ _ __ _, um er an oun y, a., .ceall an . . within Is 6n InventolY made by.,.. Erlwl n l,,_ (.c.hn L.J:r_, __ _ ._...., .._, the said Executor of the .ntlre esht. of said decode nt, consisting of all the personal plopdrty and real estale, exc.pt real estat. outsld. the Commonwealth 01 Pennsylvania, and that the figures opposite each Item of the Inventory r.prellnt II's fair v.lu. II of the date of d.cedont's doath, May 17, 19 .~_ aJ ~~h.}~/t;;a,l~~ 'n_I '1'-",) 1.Um- l~ r"""~'" . .c. . \.._ c..' r..., "). - ._._--.-....._....~_._--- .-----.-- ElIlCutor . Sworn and subscribed before me, ,E~~~l_!:!,!:.'_.lch.n I Jr-,--.___ NotnrIaISoaI y,w<<m Q, WrllJoo, NOfatY p~ Camp HllllloIe, C\""I)lIIIorxl ()o(jnlv My ComniMlOn E'li'~l AllI'I :i, 1 eo7 , erl'e . ;;omQiW Oal. of Death ____. ,_,.2.2r~______...._Yebr\~f1r~___ Day Month .._11-..9_ ~k ?I~ .1tU?.h......QJ!!!!1Ll!iu.....-I:P..-J_'Z.Oll Add"" 1994 VII' INSTRUCTIONS I, An Inventory musl b. flied within threo months after appolntmenl of personal r.presentatlv., ' 2. A suppl.ment Inventory must be flied within thirty days of discovery of additional mets. 3. Additional sheels may be attached as to personalty or roalty 4. Set Artlcl. IV, Fiduciaries Act of 1949. tJ ;::l i ~ ~ 0 H " ~ 0 " II. ~ P-1 .. Ul ~ .. ~ w 2 w ,c; rl Q III '~ ~ : .. II. ... LL {J rl .; E ... ~ 0 " 'r, II. 0 W u. ~~ ~ ~ 0 ~ ~ p i: H o Q @ c ~ - ffi ~ ~ (j 0 Z 'r< tJ ~ II. ~ ..., 'U c 1':1 ... " "'l: 0 .. I .Q ..., .... .. e .. .. J I .:I ~ if u j ) y - I C/(, @ REVo1547 EX AFP (10093* COHHOHWEAl TH Of PENNSYLVANIA DEPARTHEHT OF REVENUE !UREAU OF INDIVIDUAL TAXES DEPT. /80601 tlARAISlUAO, PA 11128.0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ACN 101 DATE 09-13-94 FILE NO. DATE OF DEATH 02-23-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REOISTER OF WILLS, MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TOI WILLIAM II WATSON ESQ 103 RIDllEWDOD DR CAMP HILL PA 17011 REllISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 [- A.ount R..Ut.d - CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Ri"V: iSfi1 "iX""AF;'" - i i"(j: 9iY-iloi'-i oK" "OF -YNHiiiifA;{ci- i'AX "jfPjiRA"i SiiofiNT ~"-iI L UiWA;{C' i" ijli - ------- - --"" - -". DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OCHS EDWIN L FILE NO. 21 94-0230 ACN 101 DATE 09-13-94 TAX RETURN WAS I I X) ACCEPTED AS fILED ( I CHANGED r~' RESERVATION CONCERNINO FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIllINAL RETURN 1. Roo1 Eototo (Sohodull A) (1) 2, Stookl Ind Bondi (Sohldulo B) (2) 3. Clo111y HIld Stook/Plrtnlrohlp Intorut ISohldulo C) (3) 4, Mortglgu/Not.. Rlollvlblo (Sohldulo D) (4) S. Cooh/Bonk Dlpolih/Mho, Poroonll Proplrty (Sohldulo E) (S) 6, Jointly O.nld Proplrty (Sohodulo F) (6) 7, Tronlhr. (Sohodulo GI (7) B, Totol Auoh .JlQ.. 176,580,62 .00 ,DO 71.592.59 ,DO .00 (BI 248,173.& APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funorol Exponooo/Ad.lnlotrotlvl Co.t.1 HloolUlnlouo Expon... (Sohodulo H) (9) 11,133,10 10, Dobh/Mortgogo Llobllltlu/Llon. (Sohldull I) (10) 61.61 Totll Dlduotlono Ill) Not VoluI of Tox R.turn 112) ChlrltlblI/00vlrn..nhl Boquuh (Sohodulo J) (13) Nit VIluo of Eototo Subjoot to lox (14) If an a.....m.nt wa. i,sU.d pr.viou.ly, lin.. 14, 15 and/or 16 and 17 will r.n.ot figurll that includ. the total of ALL r.turn. a......d to dat.. ASSESSHENT OF TAXI --- 15, A..ount of Llno 14 toxobll ot bY. roto (15) 16, A..ount of Llno 14 toxoblo ot 15Y. roto 1161 17. Prlnolpol Tox DUI TAX CREDITS I PAYMENT DATF U. 12, 13, 14. 11,194.71 236,978.50 ,DO 236,978,50 NOTE I 236,978,50 X,06 " ,OOX,15" 117) 14,218.71 ,00 14,218.71 05-17-94 886090 71 0,53 AMOUNT PAID ~ 13,500,00 L RFCEIPT NUMBER DISCOUNT 1+) INTEREST (.) PAYMENT MUST BE MADE BY 11-23-94M. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 1'1,210.53 8,18 ,00 8,18 I IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST, IF TOTAL DUE IS LESS THAN .1, ND PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY IE DUE A REFUND, SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS,) , R!IERVATIOHI E.t".. of dlc.dlnt. dying on or blfor. Dtc,.bI, 12, 1982 .... Jf .ny future Int"... In th'"tet. is trln.flrr.d In po.....lon or ."Jay..nt to el... B (CloU,tnIU bln,flahrl" of thldlOldlnt .ft,r the IMplrlUon 0' tny ..tlt. for lif. or for Yllr., thl COIUIOnwtlUh h,rlbY 'KPr,"lY r...rvII the right to ,ppr,h, ,nd ....11 trln,'.r lMirltlno, Tllell It the .Iwful el... . (colhtlrl!) rate on any such future Int.rllt. PUIIPOSE Of' NOTICE I To fulfUI thl r.qulr..,"'. of Seotlon 2140 0' the Inherltlncl end E,t,t, TlIC Act, Aat 22 of 1991. 72 P,S, SIOUon 214,0. PAVHEHTI Oe'loh the top portlon of thl. Notlol and tUb,1t with your Ply..nt to thl RIght.r of Willi printed on th, rlVlr.. tidl, --Hoko chock or .on.. ordor p..oblo t., REOISTER OF MILLS I AOENT All pIYI.nt. riO, Iud .h,l1 fArlt b. applied to any Int.rut which ..y bt M with 'MV r..tlnder appli.d to thl t.x. AEFUND (CA)1 " r.fund of . Ux orldB, which "II not r.qulltld an thl lex Allurn, IIY bl r.quI.tld by calp11t1ny In "AppllC1tJon for Ae'und of P'Mlylvanh Inherlt,ne. and F..tate Tex" (AEY41SUJ. AppllclUonl .r. .v.lIa;'11 .t ttM OffiCI of the A.gllter of N11l1, Iny 0' the 25 AIVlnul Ohtrlot 011 len, or by calling thl 'Plcllt 2l')~hour an..."rlng ..,-ylce nu.blrs fer fer.. orderlngl In PIMly1vanla l'aOO~16l-l050, outtldl PIMlv1v'nla and wlthln 10011 Hlrrhburg trn (717) 717-8094, TOOl (17) 77Z4Z!S2 (Hurtng IIPlired OnhJ. OBJECTIONS I Any party In Int"..t not ..tllft.d '11th thl apprahlllnt, allowlnc. or dIlIUOW.ncl 0' deduotlon., or ........nt of tax (inoludlng dhcount or InttrutJ II .hown on thh HoUcl IUlt object within I1xlv (60) day' of recllpt 0' thh HoUcl bY' ~4wrlttln prot..t to thl PA Dlpart..nt of AIVlnul, ~oerrl of -.ppu1t, DEPT, UIlOll, Htrrhburg, P" 17128-1021, OR ulthotlon to have the latter detlrlln.d It audit of thl aooount of thl perlonal rlprlt.ntIUvl, OR 4"lpp..l to tM Orphlnl' Court. AOHIH 1ST RITl VE COllRECTlOHt . Flotull trrarl dltooVtr.d on thlt ........nt .houid bl addr...td In ..rlUng tOI PA DIPtrt.ent of AIYlnut, Bur.au of IndlvJdull TlXII, ATTHI Po.t A.......,..t A.vllw UnJt. DEPT. 280601, tlarrltburg, PA 171Z840601 Phone (717) 7a7-6S0S. Sit pig. ) of the bookllt "Inltructlon. for Inherltancl Tlx Alturn far" AIIld."t Decadent" (REV' ISO}) for an 'MPllnation of .d.tnl.tratlvaly corractlbll Irrorl. OISCOUHro If MY talC due h paid within thr.. ()) 011lOOer tooth. aftar thl dlced.nt'. d..th, a flv. p.rolnt (!i~) dhcaunt of the; tile p.ld It allowed, IHTEREIl. Int,rut It charged b.glnnlng with flr.t city of delinqulncy, or nlnt (91 lonth. and CIM' (I) day fro. thl dl\tl of d..tn, to thl dlta of pav..nt, TaMil Nhlch b.c..a dallnqulnt b.fora J.nulry I, 1982 bllr Inttrllt It the ret. of ,1M ('~J p.rc.nt par Innue c.lcullt.d at I d.ily ratl of .00016_. All tIMI' whlcn bloaa. dtllnqu,nt on Ind tft.r Jlnuary 1, 1982 wUl bur Intlrllt at . ret. Nhleh ..IU vary fral eahndlr Vllr to clllnder yur wltn thlt rltl annqunold bv thl PA Dlp.rt.lnt of R.vanuI. The appllclblt Jnternt retl. for 1911 through 19" art' '!!!! Interllt Aata Dally Intarllt raotor !!!r Interllt Rat. Dilly Int,,"t rlotor 1911 lOX ,OO05~' 1916 lOX ,000214 1915 IIX ,OOO~S' 1917 9X .ooom 1916 m ,OOOSOI 1911-1991 llX ,OOOSOl 1915 m ,000556 1991 9X ,ooom 1993-1994 IX .000192 ."Intlrllt It elloulIt.d II followlI INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREIT FACTOR ....Any HotlCI tllUR Ifter thl tlX bleOH. dlUnqulnt wlU rafllet 1M Inter..t caloulatlon to flft'tn USI diY' blyond tht dati of the .......IMt. If PlYltnt II IIdl afttr the Interllt eOltpUtatlon dlt, .hovn DO thl HottOI, IOdltlana1 tnttr..t IUlt bl ollculattd, PAV1tt:HT, RIl'l.lllI (tAli REPLY TO' OIItDUHT, IHTEA1!ITI DetltCh thI tOP porUon of thlt NoUet N .ubIIl~ with your PIVHnt HdI p.web1a to thl !\1M end 8ddrtll printed on the rtvlr.. tide. AU p.~h '"livid thin fir.' be 1PP1t1d to InV Int.rllt wtllch IIV be due with InV "..Indtlr epp111d to the tax. A ,lfood of . tlM orldlt, lfhlch WI' not reque.tod on the TI)I Return, IIV M rlqu..tR bv oaplttlnt In "Appl1cIUon for A,,1oM of Penn.vl"."J. InhlrltWWlI Ind E.tlt. Tax" (REV-UU)' AppIlCltlon. Ire IVlllebll .t thli OffiCI af the Right., of WUlI, InV 0' the Z4 Aevenue Olltrlat OffiCII, or bv c.Ulnt thl ,peelll lit-hour en.werlne ..rvlel ~r' for 'or.. or~rln'l HEW IN PENNSVLVANIA 1-100-162-2050, out.lo. Ptnn.vlvanl. Ind within the 100.1 Hlrrl~r. .r.. (111) 181-1094. Qu..Uon. r...rdlng trrOrl oontlllned on thh noUe. ,hould be Iddr....d tal PA o.p.rt....t 0' R.venut, lura., of JncUvldlJll TelC.., ATTNI Po.t A........,t Rlvt.. Unit, DEPT, 210601, Harrllburll, PA 17Ua-0601, phone (71T) 711-650&, If tnV t'M dUI .. paid within thrH (S) cllendtr IIOnthl after the decedent.. d..th, I flvl plrcent (5;() dhcOW\t of t.... tlM plld .. IUowtd. tntlrut It chlrged bt,lmlng with flr.t day of d.Unquenov, or nine (9) IIOnth. .od OM (1) day frOll tn. date of dI.th, to thl dati of Plyeent. TIMI. which b~... dlll~t blfar. JlnUlry I, 1982 bt.r Int.rl.t .t thl rlt. of lhe (6;() puo..,t per IIlfd cllculltld lit . dailY rat. of .00016,., All tl,l(" Nflleh bee.. delinquent on and .ftlr JWIl.NIrv I, 19.2 will btlr lnt.r..t It I rat. which will ",.ry frOll e'lInd.r VIer to cIllndtr v..r with thlt rlt. announced by the PA DIp.rt,,"t of A.",enue. ThI eppllclbl. Int.r..t r.t.. for 19.2 through I",. .r'l 't!!I: Intlr..t A.t. Dlllv Int.r..t Faotor l!!r Intuut Rlt. o.llv tnternt Faotor 1942 20X ,OOO.U 1916 lOX ,ooom I9IS 16X ,000451 1917 9X ,000147 1914 IlX ,000501 1911-1991 11X .010501 I9IS UX .000556 19'1 9X ,000147 1"5-19904 7X .000192 --tntlrllt I. ollculltld I' follow.' IlITEUIT . IALANCE OF TAX UNPAID X NUNleR OF DAVI DELINQUENT X DAILV INTEREST FAC'lOR .-Anv NotlCI lllUed Ift.r thl tllC bleOM' dlllnqutnt Mill r,flKt '" Intu..t Ulcul.Uon to flftHn UI) day. beYond the det. of thl .....went. If pIy..,t 11 Hde .fter thl Interllt OMlPUtltlcn d,t, thown on thl HotlCI, ed:Iltlonel Intarllt tIU.t be c.lcul.tld. ! J....'. ,,,,,..,~.,,.-....,.,,..,., ."'... ~/,r t ~us REPORT UNDER RULE 6.12 Name of Decedent I Ec1win I.. Ochn Date of Deathl Ferrullry ?'1, 19911 Will No, 1'lC)II-OM1,O Admin. No. 11911 -O?,o pursuant to Rule 6.12 of the supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is complete I Yes X No 2. If the answer is No, state when the personal ~epresentative reasonably believes that the administration will be complete I 3. If the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes No;( -- b. The separate Orphans I Court No. (if any) for the personal representat.ive' s account is I !,ane c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d, Copies of receipt9, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report, " Datel 3"1~1f /)/.j/~H~~ Signat.ure lY) '0 !~ '7) -e~ Cl :10: , I ~::; 0 ,.... Er () , '," 0 , , , 7 ) , ~ .. Q;; Ii ~___l .~,:: f~ .':1 \J! , " irJ~ ~ <1 J I~ a: W5 UO ~llllllrn ~. Watnon Name (Please type or print) 1(\'1 RlrJrtewao(l Dr" Garnn HIll,\'/\ Address (71'7) 7(1-??PP Tel, No. Capacity' Personal Representative ^ Counsel for personal representative (MAH 1 rmf / AM3) I~ $-- rq-./ (