HomeMy WebLinkAbout94-00345
~.
PETITION .'OR PROBATE and GRANT OF LETTERS
/J/- gy - 3~5
Estate of Jlichw:.Lll~liuliall_._u.__
also known as __.
No.
To:
Register of Wills for the
County of Cuml", r 1.1nd in the
Social Security No. J Commonwealth of Pennsylvania
The petition of the un erslgned respectfully represents that:
Your petltloncr(s), who iSllarexlR years of uge or older un the exeelltu!:-__
In the last will of Ihe ubove decedent, duted __..__-11lu:cit-D.
und codlcll(s) daled ___Jil^
named
, 19.2l.-
(SlftlC rcIC\'anl drCllmslal1o.:~~, C,ll. rcnunch\lion, death or Cllcculor I etc,)
Decedent was domiciled nt death in -cumb~
It. last fumll or,prlnclpal residence at 0
~nSYIVanla, with
(lit;! Htrt'(ll, Illllnlwr, T I. or Born,1
Decedent, Ihen __ ~~'elHt('! tl!e~'e -
ut. 0-0--- ~~ - .
Except as ~ws, decedent did notl1lurry, was not ~a d id not have a child born or adopted
after exe.:utlon of the will offered for probate; was not the victim of a killing und was never adjudicated
incompetent: _____.___.._________
Decedent at death owned proj',crty with e.llimated I'lllues as follows:
(If domiciled In Pa.) :\11 personal properlY
(If aot domiciled in Pa.) "ersonal properlY in Pennsylvania
(If not domiciled in Pa.) Personal properlY In County
Value of real eSlate In Pennsylvania
situated as follows: _.__._.
$ 500.000.00
$
L_
L -0-
WHEREFORE, petitloner(s) respectfully re
presented herewith and the grant of letters
theron.
'. R.; RdmlnhtrRtlon d.b.n.,.t.R.)
li~~~~~
19 r'A -.J ~_,.g~~L
_ il 1 '--,,-
ir:: 'A h <,.( /., (< /- (.,' d I ,.
E!o ~.)#I ..<'(4.t..~{'Yl""" I.!.~( i~n.(.~ ';{(('(./J__..
j / /"'1.
I /' -tJ--- ","". /
--1' ( ,A /ltO,~ t' /) ~ 'Fl,. /'--~"'" "'. (.1 !
" ') (~ . ,j/). . '.1., .... 1"<.'.9.1,:>, t.('
/./,; 1/1,<1-1.(;/ .f -y./ .,.' (' L
OATH 01<' PERSONAL REPRESENTATIVE
COMMONWEALTH 01<' PENNSYLVANIA }' l:1S
COUNTY OF _____.._ CUflllERLANIl
The petltloner(s) abovr.named swear(s) or affirm(s) that the statements In the foregoing petition arc
true and correct to the hcsl of the knowledge and belief of petltloner(s) and that as personal represen.
tatlve(s) of the above decedent petltioner(s) will well and truly administer the estate according to law.
. ) ,.I..! I
Sworn to or affirmed nnd subscrihed .{' :;., .!,;' ,I .::.1...." ) i?'-- tIl
before me this ____2~!.I!...__.._. dllY of ~'I:.':J ~".~~........- -.....--: i'
--1lARC,\L~__---'--'N7"' 1.' ~__9.!i. --------.. - t:
V~tL',diLJ.'0..~Q.(l..Du1lM'V!tlli.jl'!.S t':'.Lu-,,-_..:.:.._LJ " -,,-<..,;.L~_._ ~
IY-jo~~ID HI'RIS/a ~
No 21-94-3/,5
.
Estate of
fiJi'll/wi D. Ilnflllll
I Deceased
DECREE 01<' PROBAU: AND GRANT 01<' LETTERS
AND NOW _. APRIL 1.!ttIL_______ ._ 19..911_, In consideration of the petition on '
the reverse side hereof, sallsfuctory proof having been presented before me,
IT IS DECREED thnt the Instrument(s) dated___.HJl.!.cl1.J.1.-1.!l92...______
described therein be admitted to probate and flied of record as the last will of .
fliehlleJ D. BOfllln
and Letters 'I'o4f'Jl.JJ1/lll.l:1I.t.y
are hereby granted to Georgo S t 0 vc' n ~!!fllln .-RQ.Il.JiliI..JilfuW. RUTH A. BOSAN
FEES
Probate, Letters, Etc. .... . .. .. $ 340.00
Short Cerllfleatcs( I)).......... S 45.00
~.X.,.PAGES....... S 19,00
JCP S 5.00
TOTAL _ Lill....QL
Flied.. .~r.~~~..!AI. .1.9.~~..."........"
,
{LtoL(\l;J.LO,'-fl.P fJ'LO/XiL...... tll /~l Lr>/,II' 7' '/I(
lml"I"J (I .tj'u~ ptl to () .:JK,'"d.l.t.? D)fld,7
K,sl,'" o(WIII,
flnl'k R. 1'.1I'thomer - 50875
BOA~LOll, Snyder, Tintnor & Piccoln
AnOKNEV (Slip. Ct. 1.0. No.)
1'.0. Box 741, IInrriflbllrg, PA
17108
ADDRESS
717-236-9377
PHONE
O'ltl, /'0
el, .' .:(
~ ':I .. !J.
r. ,
"J
I']
(0,.
;~:~
, , j
~,J ( , . p, I:
u: -.. ,,) :J
U()
MAILEDLET:rERS, AND ORDER TO t\.i'TORNEY 4-14-94
of the gifts in this Will or against any property not passing
under this Will. In the absolute discretion of my Executors/
hereinafter named, they may pay such taxes immediately or may
postpone the payment of the taxes on future or remainder
interests until the time possession accrues to the beneficiary or
beneficiaries named herein. My Executors may, in their
discretion, arrange for extension of time for the payment of said
estate and inheritance taxes, and any interest and/or penalty
incurred on any such taxes, whether or not resulting from such
extensions or postponements, shall be borne by my estate as an
expense of administration.
BEQUEST
FOURTH: I give, devise and bequeath all my personal
property/ clothing, jewelry, furs, books, household furnishings,
furniture, utensils and similar personal chattels to my wife,
RUTH A, BOSAN, for her own personal use,
In the even that my wife shall not survive me by thirty (30)
days, I then hereby give devise and bequeath the above-mentioned
personal property/ in equal shares, to my nieces and nephewsl
CHRISTINE TANAS, BEVERLY REINHART, ROBERT BOSAN and GEORGE STEVEN
BOSAN, for their own personal use.
RESIDUARY DISPOSITION
FIFTH: All of the restl residue and remainder of my estate
including real, personal and mixed property, I give for the uses
and purposes herein set forth:
(1) Surviving Spouse.
In the event my wife, RUTH A, BOSAN, survives me by
thirty (30) days, I give the remainder of my estate as follows:
(a) Marital Deduction/QTIP Trust -
(i) My Executors shall distribute to the
hereinafter named Trustees, in Trust, an amount from
the assets of my estate which will equal the
minimum amount necossary to reduce to the least
possible amount the aggregate federal estate tax
payable as a result of my death, including any
generation skipping transfers. My Executors may take
-2-
into account as credits against such taxes all credits
including any charitable credit, unified credit, and
state death tax credit to the extent that the use of
such state death tax credit does not increase the death
tax payable to any state. Such assets shall be
distributed on the basis of their fair market value on
the date of such distribution on their value as finally
determined for federal estate tax purposes, which ever
is less.
(ii) I hereby direct my Trustees to distribute all
of the income to my wife, Ruth A, Bosanl at leaat
quarter annually, unless she directs otherwise.
Further, my Trustees shall distrj,bute as much of the
principal and accumulated incomel if any, as my
Trustees may, in their sole discretionl determine to be
necessary or desirable to permit her to maintain her
usual standard of livingl including the costs of any
illness or accident which may affect her.
(iii) Upon the death of my wife, my Trustees
shall distribute the then remaining principal I and any
accumulated income, as follows:
(A) To the Executors of my wife's estate,
an amount equal to the estate, inheritance,
tr.ansfer, succession or other death taxesl
payable by reason of the inclusion of part or
all of the trust property in his estate.
(B) The balance, if any, after the
payment required by subparagraph (A) has
been made, shall be added to any amount
then remaining in the Unified Credit
Shelter Trust, established hereinafter, and
distributed under the terms and provisions
of this Will as though my said wife predeceased
me.
(b) Unified Credit Shelter Trust -
(i) Any and all assets remaining after the Marital
Deduction Trust outlined in subparagraph (l)(a)(l) of
Article FIFTH above shall be held in this, the Unified
Credit Shelter Trust. All of the income from said
Trust shall be made available to my wife to be used
as she may wish, The principal of said Trust shall be
,
-3-
,held for the benefit of the beneficiaries as provirted
in subparagraph (2) below. However, my wife shall
have the following limited powers to invade the
pr.incipal. specifically, she may invade the Trust
principal for her maintenance, education, support and
health care. Additionally, she may invade the
principal on an annual basis up to five percent (5%)
of the value or $5,000, whichever iB greater. Under no
condition, however, shall these powers be construed in
a manner which would deny treatment of this trust for
tax purposes as a unified credit shelter trust.
(11) Upon the death of my wife, the balance of
this trust, if any, shall be added to any amount then
remaining in the Marital Deduction/QTIP Trust,
established hereinabove, and distributed under the
terms and provisions of this Will as though my said
wife predeceased me.
(2) predeceased spouse.
Should my wife predecease me, or not survive me by
thirty (30) days, then and in that eventl my estate shall be
distributed as set forth below:
(a) I give and bequeath one-half or fifty (50%) percent
of the remainder of my estate to my nephew, GEORGE STEVEN
BOSAN.
(b) I give and bequeath the remaining one-half of my
estate to be divided and distributed in the manner and
form following:
(i) I give and bequeath the sum of $1,000 to my
second cousin, THEODORE BAUK of Newark, New Jersey, for
his own personal use and enjoyment. In the event that
he should predecease me, I then direct that the above
amount be added to the residuary of my estate.
(ii) I give and bequeath the sum of $251000 to my
second cousin's daughter-in-law, JOAN BAUK, for her
own use and enjoyment. Should she predecease me, her
share shall then pass to her iSBue per stirpes.
(iii) I give and bequeath the remainder of my
estate shall be divided into forty-four (44) shares
"
-4-
(ii) Whereas the Trustees are authorized or
directed to distribute funds "to or for the benefit
of" any minor beneficiary/ the Trustees may apply
such funds for the benefit of such beneficiary, or
may distribute such funds directly to the beneficiarYl
without liability on the part of the Trustees to see
to the application of the funds.
SIXTH: Any person I other than my wife/ who shall have died
within thirty (30) days of my death I shall be deemed to have
predeceased me. If my wife and I die simultaneouslY I or under
such circumstances that the order of our deaths cannot be estab-
lished by proofl my wife shall be deemed to have survived me.
Any person (other than myself) who shall have died at the same
time as any then recipient of income or in a common disaster with
such beneficiary/ or under such circumstances that it is diffi-
cult or impossible to determine who died first, shall be deemed
to have predeceased such beneficiary.
SIMULTANEOUS DEATH
~RUSTEES COMPENSATION
SEVENTH: I direct that my Trustees are entitled to '
,reasonable compensation and/or fees for services provided at the
customary rates or changes then in effect.
TIillPTEES POWERS
EIGHTH: I give and grant unto my Trustees/ for all trusts
herein created the following powers, which shall be construed
broadly and in addition tOt and not in limitation of, their
common law and statutory powers:
(1) To allot/ assign/ care fort collect/ contract with
respoct to, convey/ convert/ deal with, dispose of, enter into,
exchange/ hold, improve/ invest, lease/ manage I mortgage/ grant
and exercise options with respect to, take possession ofl pledge,
receive/ release, repair, sell, sue for and in general to do any
and every act and thing and to enter into and carry out any and
every agreement with respect to the pr.operty included in any
trust created in this Will, which they could if they were tho
absolute owners thereof, without being limited in any way by the
specific grants of power hereinafter made,
'.
-6-
(2) To retain for such time as in their judgment may seem
adv isable all or any part of my property as assets which at any
time shall constitute a part of the trusts herein provided for.
(3) To sell or exchange, either privately or at public sale
and without prior approval of any court, at such time or timos
and at such price or price I and on such terms and conditions as
the Trustee may consider ndvisable, all or any part of the trust
property, real, personal or mixed, and to execute, verifYl
acknowledge and deliver all deeds, bills of salel or other
documents which may be necessary or proper in the exercise of
such powers without liability on the purchaser or purchasers to
look to the application of the purchase price.
(4) To manage any real property held by them in such manner
as they may determine, including authority to alter, repair,
maintain or improve such property as hereinafter set forth, to
mortgage such property on such amount, on such conditions and at
such rates of interest as they Hhall deem advisable, to abandon
such property I to adjust boundaries I to erect or demolish
buildings thereon, to convert for a different usel to dedicate
for public use without compensation, to grant easements and
rights-of-way, to waive payment for property taken by right of
eminent domain and to claim and negotiate for payment for
property, to enter into party-wall contracts, to protect out of
the general funds of the trusts herein created I to insure or
perfect title, and to charge the cost of any actlon taken with
regard to any such property to principal or income as they may
determine. To make all ordinary repairs, alterations or
improvements against the principal of the trust herein created of
which the property being repaired, altored or improved forms a
part,
(5) To lease any real estate subject to the trust herein
,created for such term or terms, and for Huch rental or rentals
and under such covenants and agreements as may, in the discretion
of the Trustee, be considered for the best interest of the trust
estates. The Trustees shall recognize existing leases, but still
have the power to agree to modification of, or amendment to, the
terms of existing leases or to extensions or renewal thereof.
The Trustees shall have the authority to acquire by purchase,
gift or otherwisel and to roselll receive, hold, manage and
control real estate and other interest therein, subject to the
trusts, and do all things necessary or proper in the performance
of such functions.
-7-
(6) To investl and from time to time to reinvest, to
acquire and to retain temporarily or permanently the trust
estates received or held by them in cash or in kind of real or
personal property, foreign or domestic, including by way of
illustration, but not by way of limitationl common or preferred
stocks, investment trustsl mutual funds, common trust funds,
voting trust certificates I bonds, mortgages I debentures I notes,
unsecured obligations, wasting assets, or investments which are
unproductive, overproductive or underproductive as in their
discretion they may deem advisable, and without regard as to the
proportion that any such investment may bear to the total trust
funds or the relation it may bear to th~ type or character of
other investments in the trust estates, or to the effect such
investments may have upon the diversification of the investments
in the trust estates and they shall not be restricted in their
choice or investments to such investments as are permissible for
fiduciaries under any present or future applicable lawl it being
my intention to give my Trustees power to act in such manner as
they will believe to be for the best interest of the trust
created herein. I hereby direct that my Trustees may, in
addition to all the powera of investment herein given, maintain
in my trust estate securities of the corporate fiduciary in any
amount which the said Trustees within their discretion deem
proper.
(7) To pay income tax on gains from the sale or other
conversion of capital assets out of the proceeds thereof.
(8) To aroortizel accelerate payment of, reduce I extendl
modify, settle or liquidate any lien, encumbrance, mortgage or
other charge against any real estate or other property which may
be subject to these trusts. The Trustees shall specifically keep
and perform all of the covenants I terms and conditions of any
existing mortgage or mortgages upon said real estate, on the part
of the mortgagor required to be kept and performed and shall have
full power and authority, with the consent of the mortgagee or
mortgagees, to refund, replace, extend or otherwise amend the
same, and to anticipate and accelerate any periodical payments
'therein required.
(9) To subscribe for stock allotments and exercise all
rights and privileges pertaining to securities which are
available to the owner thereof.
(10) To receive or make distribution of any trust herein
created, either in money or in kindl or partly in money and
partly in kind, The judgment of the Trustees as to what shall
,
-8-
constitute an equitable distribution or apportionment shall be
binding and conclusive upon the beneficiaries hereof. Nothing
herein contained, however, shall empower the Trustees to make
distribution bofore the time or times specified herein.
(11 )
claim or
trusts,
To pay, collect, compromise, sue for or contest any
other matter, directly or indirectly affecting the
(12) To use incume and/or principal to maintain in force any
policies of life insurance which I may own on the life or lives
of other persons or to receive in gift or purchase or maintain
previously existing insurance or annuity contracts for the
benefit of any beneficiary, primary or contingent, if the
Trustees determine that the best interest of my family would be
served by purchasing said contracts or by continuing such
insurance in force, and to exercise all the powers given to the
owner of such policies,
(13) To employ counsell auditors, accountants, appraisers,
engineers, and other persons, professional or otherwise, as may
be necessary for the proper administration of the trusts, and to
pay their compensation from trust funds.
(14) To borrow money and security therefore, to execute
bonds and mortgages containing warrants of attorn9Y, to confess
judgmont and to pledge personal property,
(15) To incorporate any unincorporated business received
from my estate,
(16) To carryon and conduct any business enterprise in
which I may be engaged at my death,
(17) As to each trust created herein, to exercise all the
powers granted and all the duties imposed herein until such time
after the termination of that trust as the property included in
that trust has been fully distributed, and to do all other acts
which in theit judgment may be necessary or appropriate for the
proper or advantageous management, investment or disposition of
any property included in any trust created herein.
(18) Wherever I have granted my Trustees the discretionary
power to make paymento from the principal of a trust I no Trustee
who is a potential recipient of such a payment may exercise his
or her discretion in his or her own favor,
'.
-9-
SPENDTHRIFT PROVISION
NINTH: The rights, titlesl benefits, interests and estates
of any beneficiary hereunder, including benef.iciaries under the
trusts herein created shall not b8 subject to the rights or
claims of his or her creditors nor subject nor liable to any
process of law or court, and all of the income, principal or
other benefits from or under any trust herein createdl shall be
payable, and deliverable only, wholly, exclusively and personally
to the designated beneficiaries hereunder at the time the
designated beneficiaries are entitled to take the same under the
terms of this instrument.
POSTING OF BOND
TENTH: I hereby direct that my Executorsl Trustees, or any
successor as named by me herein, shall not be required to give
bond or other security required by law or otherwise, for the
faithful performDnce of their duties.
EXECUTORS POWERS
ELEVENTH: I hereby give unto my Executors, or their
successor, hereinafter named, and to my Trusteesl hereinafter
named, the fullest power and authority in all matters or
questions pertaining to the administration of my estate and
trustl executing the provisions of this my Last Will and
Testament, including, but not by way of limitation, the power and
authority to determine all doubtful questions which may arise in
the construction of this my Last Will and Testament, and the
trust hereunder; I further hereby authorize and empower my
Executors, or their successor, pending settlement of my estate,
to sell, convey, mortgage, lease, exchange, encumber or otherwise
dispose of any and all of the property, real, personal or mixed
at any time belonging to my estate, either at public or private
sale, without prior approval of any court, and at such times and
for such price or prices and in any such case upon such terms as
they may think best in their discretion, and I authorize and
empower my said Executors to execute, acknowledge and deliver to
the purchasers, grantees, mortgagees, vendees, assignees or other
persons, such contracts, deeds, mortgages, bills of sale, and all
other instruments of writing necessary or proper without obliga-
tion upon the latter to see to the proper application of the pro-
ceeds. They shall also have the power to compromise or otherwise
settle or adjust any and all claims, charges I debts and demands
,
-10-
whatsoever against I or in favor of my estate as fully as I could
do if living. They shall further be empowered to carryon and
conduct any business enterprise which I may be engaged in at my
death, to retain any aBsets, including stocks or securities which
I may own at the time of my death, pending settlement of my
estate, without regard as to whether or not such assets or
securities are legal investments for fiduciaries, and may make
distribution in kind to my Trustees. Pending settlement of my
estate, they shall also have the authority in their discretion to
convert, selll exchange or dispose of such assets and securities
either for cash or for terms satisfactory to them and to acquire
other assets without limitation to securities or investments as
may be declared legal for investment of trust funds. They shall
further be empowered to borrow money, and to pledge assets of my
estate as security therefor, for the purpose of paying taxes
which may be levied upon or payable by my estate in accordance
with this Will and in the event that funds in the hands of my
Executors, or their successors, shall be insufficient to pay such
taxes, and if I in the opinion of my Executorsl or their
successor, it appears that conversion of securities and other
assets, real and personal, would then be mdde at a sacrifice.
.,
If my wifel RUTH A. BOSANl survives me, my Executors shall
be authorized, in their sole, exclusive and unrestricted
discretion, to determine whether to elect Section 2056(b)(7) of
the Internal Revenue Code of 1986, as amended, or any
corresponding provision of state lawl to qualify all or a
specific portion of the trust created in article FIFTH, paragraph
1(a) of this Will for the federal estate tax marital deduction
and any marital deduction available under law of the applicable
state. I suggest, but do not direct, that in exercising such
discretion, my Executors attempt to minimize or eliminate the
federal and state taxes payable by my estate at the time .')f my
death. However, my Executors should also consider the effect of
their election upon the taxes payable by my wife's estate at her
death. The decision of my Executors shall be final and
conclusive upon all persons whose interests in my estate are
directly or indirectly affected hereby.
EXECUTORS AND TRUSTEES
TWELFTH: I hereby nominate, constitute and appoint my
wife, RUTH A. BOSAN, and my said nephews ROBERT BOSAN and GEORGE
STEVEN BOSAN, to be co-Executors of this my Last Will and
Testamont and as co-Trustees of any trust established hereunder.
In' the event that my said wife or my said nephews renounces this
...
-11-
AIV.l~OO EX. 1~"'~11 ..
~"~)V
11"~!/fP(\
".:(111.-
COMMONWfALHI Of PENNSVlVANIA
OfPARtMftH Of M(VINU(
PEPlldOl>01
.. t~~~~!5~~~9!..P_~.!!12~.O~~m. _
J tl - 01. 0 l( - 13
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OR DATU O.DIATHAmR 12/31191 CHICK HIRI
II A SPOUSAL ["J
POVIRn CRlDl!!H~l~"_,~__ _._.___
iTLi' HUMIIR
1994 0034S
,A
I A
COUNTY CODE
u t:E'OENT'S COM-PlfT'E AOOMin-
YEAR
,tlUM~E~
ffi
. ... ..~.._.. SOClfJ~~~.~u~t~~~~~~:_]~7~~~!~.~- - "IDt~!~.i~~.iO.()..'
lIlxll. Original Rotu,n [j 2. Suppl.montol Rolu,n
II 4. lImltod E.loto LJ 40. fuluro Inlo,o" Comp,oml.u
(for dulo. 01 dooth olior 12.12.821
><IX] 6. Docodonl Dlod To.lolo [I 7. Docodont Mointolnod 0 living Tru'l
______u.... .- (Attach copy 01 Will) IAUoch copy of Tru.11 _
ALL CORRUPONDENCE AND CONPIDEN1IAL lAX INFORMATION SHOULD BI DIRIClID 10,
~ !i: NAM( rOMPfll! MA'iiim';AIiJiR[!'!"'--
:: ~ .~ark R. Pilrthelller, Esquire Post. Of fico Box 74J
8 ~ miPHofjflfuM!"-.---..-.-..-----n...--.w. lIarrisburg, P^ 17108
.,..".__0.____. =J~7 !..~JJ.3__?=Jl.3 7 7,==o====,,,c.o=,,,,_=', ."_. ,._~=.,. ,=~======='".=~~=======:.===.=.==
-0-
~
~~~
O~...
c."
~
z
o
3
2
0:
~
..
z
o
g
0.
"
o
u
)(
~
...
824 Lisburn Rood
Muchanicsburg, P^ 17055
C Cumberland
_?u.~~r._.__., .._.. .-.....__~_.__._~__~___.__.___.. .."-.
r J 3. Romolndo, Rolurn
Ifor doto. of doolh prior 1012.13.821
I<J:5. fodo,ol E.toto To.
_ 0 _ Rolurn Requl,od
__ 8. Tolol Numbo, 01 Sofo Doposlt 80.0.
116,977.00
(Ill --...--.-.-.-----
(121 _!U6,9.5.1..LOO.......m
-0-
(131_......._. -----.., .--.,
(I~ . ..57.6, 9.5'Z..~Q,-__
(151._576,.9 51,.OO...._uo._..x .06.. --..34.,61.7...4.2.----m
-0-
267,458
,.0-
--.-.... -------- - . ._--,----.
-0..
~63L8.9_L ......___.
61,102
( 61 . . ,._u . no...... __.
101,480
( 71 .-.__________._.___
110)._2?L~}l.______.__
1161
Inlorosl
Check here if vou u,,, 'C(IUluling (I wfuncl of vou' ovorpoymcnl.
1. Rool E.toto ISchodulo AI 1 11
2. Stod. and Bond. (Schodulo BI 1 21.
3. Clo.oly Hold Stock/Porlno"hlp Into,o'l (Scllodulo C) I 31 - .
4. Morlgogo. ond Notos Rocolvoblo (Schodulo D) I 41.
5, Cosh, Bonk Dopo.III to Mlscollonoou. Po"onol P,oporly( 51 ,.
ISchodulo E)
6. Jolnlly Ownod Proporty (Sch,dulo FI
7. T rOOllo" (Schodulo G) ISchodulo LI
8. Tolol G'OIl AlloII Itolollino. 1.7)
89,754
9. Funo,ol E.pon.o., Admlnlstrotlvo Co.II, Mlscollonoou.. I 91.. ,,_.._'uo...___...__.
E.pOOlOl (Schodulo H)
10. Dobl., Morlgogo Llobllltlo., Lion. ISchodulo II
11. T 0101 Doductlon. (1010\ IIno. 9 & 101
12. Not Voluo 01 ElIotollino 8 mlnu. IIno 111
13. Cho,iloblo and Govornmonlol 80quo.t. ISchodulo JI
14. Nol Voluo Subjoct 10 Tax Iii no 12 mlnu. IIno 131
15. Amount ollino 14 to.oblo 01 6% role
Ilncludo voluo. from Schodulo K or Schodulo M.I
16. Amount ollina 14 taxable 01 15% role
Ilncludo voluo. from Schodulo K or Schodulo M.I
17. Prlnclpolloduo (Add lox Irom Ilno 15 and from lin. 16,1
18, Crodlll Spou.oIPovo..r1Y C.odll + 4~~ob'Ooo~0810 +, ID;'703~. 0 Q
19. If Ilno 18 I. grootor Ihon IIno 17, onlor Iho dlfforonco on Ii no 19. ThI.I.lho OVERPAYMENT,
lIS
20, If lino 17 h groolo, Ihon IIno 18, onlor Iho dlffo,on,o on line 20, Thill.lho TAX DUE,
A. Enter tho interosl on tho balance due on Hno 20A.
( 8)__6.9.3.._9.3..4...0 0...____._
"X .15..
(171
34,617.42
8, Enlor Iho lotol ollino 20 ond 20A on lino 208. Thi, ;, ,ho BALANCE DUE,
1.\0k."Chock Paxobl"OI Rogl.tor of Will., Agont u .
- .. .-.. . - - - - 0- --. .ii SURE TO ANiwER ALL QUESTIONS ON qeVER"sE'SID"E AND'le) RECHECK M"ATH".....
lJ 'Hiu r r~~~lii~~ .~rr'(~';i'u;y:' icl~i;;;;th~ho;;-;;;nmi~od lh;;~"I~~~~T~~(li~o-;Z; ~;n~r~l-~y~~i-s~~h;l;,.;-;;d~il~;;-;;nh:-c;(TJ;;Ih;L~;tJ_;;;); ~'o;I;;~lo cmd boli(1f,
111\ IfUO, (orro(lllnd (omplnlo. I doclaro thol 011 ronl (lUolo hO\ boon fnporllHI Clll1ul' morlOI vull/u, Otlclorolion 01 plOporltr olhor lhon lho ponoonl f,l,lCulonloti..-o i\
I'll Iud on oil illhlrmolion 01 which pfOporof h01 Cloy kr1CJwlnd\lo,
~""U. 'II (Jt 1"~~(ltl ~'1mJ~lfllf lOR Illltict (IU.lItl AllbR(~~
,.tJ.,'Jf::...., I.OS ^l~unc1il~c \1a~ ,
"'~I'\'iI~!V II'MIPllllrlJ<lIiAldH 11I"ltl1MIV( /dl(l~f~,a.mp lillI, IA 1/011
" " / ;:,-~_. Post Office Bo:< 74J
>: i . I r. - . . . lIarriliburg, P^ 17108
(181
(191
41 731. 00
", ,...-,
],113.58-
(20) . ,
(20A)
(20B) _
[IAT!
10(26 / 94
111\11
10(26/94
REV,I!Ollll'I1"&,II
~
COMMONWIAltH 0' PINNIYlVANIA
INHIIIIANCI TAl AIIURN
R IIOlllt OIClO!NI .
I$TAT10p 'PH' .
MICHAEL D. BOSAN 1994-00345
.~.---.-.. ... .. .. .... . _ _ _, .___.....__._.__n._.._.._._._m_'. _ u_".... .. _ _ _,_ .. , ...... ............_.._........ .... ..._....______.__.._.__.____..._____.._h._n._ .._
\P,op.rfv lolnllv..w~.d with Right of Su,vlvollhlp mu.t b. dl.clo.~d ~~ S~h~dul. PI All r.al,..tot..hould b. ,.po,l.d al,lal, ma,kot valu.
;~~~;I.~~;~'~;~:lh t~_:~I'~~.,~~~o~~t~'~~;;l~~:~I~rth:~~~~;::;td!~::~..no willing ~uv.'.anda. :1~lln_~.'.I~.'.: ~~It~.r_ ~.~n:g.c6mp~ll.d
ITEM
NUMBER
SCHEDULE A
REAL ESTATE
_.. q. ..........h.........
.........--..-.............
-~.'jlfLE.Ni;{MBiR =,,,,,.==,~=,~=.,..-.._...
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NONE
-0-
.,
"
,,'
,,'
I"~
ft'
" '
,
,'1,
"
",'
, ..
, '" ,', ,
.. ,
,
I',
H
}
"
"
;.1
"
II'
,0'
!i
.'"
"
"Ii
I',
, :
: "
, ,
,
:, ,
, "
.. " ,
I ~ .
"
,,'
:'
, ,
,.
I;" !
"
,,'
p
I
\,
I'
'j,'
"
,
"
,}
',I'
, I
"
"
Ii
"
,.
,',
,.-'
..
,
d'
p'
"
I'
I'
,
"
.i\
,
,.
','I
,I
I
,.
",
'1:-"""
"
"!l"
,'- ,;
,t"
"I'..
i:
"
,I,
"
,'I'
"
"
I
"
"
,I
,
"
'" " ,
'..1 "
)" h'
II! \,
I
, ,.
I'
",
"
I I
, , "
I ',.
j; I,
I \
'.' \'
"
, "
I
,
~.' i '
"
"
\\
,.
I'll'
,II
1(;'1
I
},
"I'
".
"
"
,
"I
,.
"
"
I I
"
"
I'
I,
,.
",
t"
I I'
",'
"
"
," '
, \,'F
"
"
.'
,," il'
. \,
I'
"
./.
"'
TOTAL IAI.o ontor on Iino 1, R(,cnpllulollonl
I II',', I I
s
-o~
,'~.h"
uvuo"",."", '
~:J
COMMONWE.~~ O' PENNIYlVANI.
INNIIIIA CI lAX InUIN
11110 NI DICIDINI
ISTATE Of
MICHAEL D. BOSAN
(All prop.r1y 10Iotly.owo.d with tho Ileht of Survivorlhlp mu,' b. dl"l",d 00 Sch.dul. r,)
ITEM
NUMBER
NONE
, "
,-' .
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
DesCRIPTION
I
"
" I',' "
"
"
"
"
"
" I,
""
" I
I'
I "
,
, "
"
I,
" .",
I,
,
I'
'i
'I
'"
"
I'
L PI.... ','m" Tre'
I;NUMBER ,
1994-00345
VALUE AT
DATE Of DEATH
~o-
.' '
"
"
I,
I'
, ,
! .,
"
(Ii",
'"I' I'
j' ',I
i,1
\",
TOTAL ~.!.~'!'~~ 1100 4, RocapllulallonL $
,-0,,:,
(1/ mar. space i, ne.cled, in.er' oddillonol .heel, 0/ ,orne ,ize,)
..,. ..., .~- '"' .' .... ..., ..:
.~ .. .~
.\ ,
I, J
IIV,IKltUtll.111
'.
COMrt?~I~I~Aij~11 ~~ elr~5l~ANIA
ml~IN' DIClDINV
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pleale Print or T e
FilE NUMBER
1994 00345
ESTATE OF
MICHAEl, D. BOSAN
IAII p..p.IIV 'olftllv..wft.d wllh tho Riehl of IUIVI.onhlp mUll bo dl"lo"d o. !ch.dul. 'I
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1 . Carteret Federal Savings Bank, Account No.
88570005932 $ 811744.00
2. est Essex Savings Bank, Account No. 902637 91,075.00
3 . est Essex Savings Bank, Account No. 902636 91,075.00
.'
.
I',
.
'I, '
, .
, '
.:......
e 63'1 ~ 9 ~_~_~~_____._
(Altoch addlllonol'8V," )( 11" ,hoelll' mort 'poce I, needed,)
,
llVU" lltl1.UJ
J SCHEDULE H J
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
M~SCELLANEOUS EXPE.N~~~ PI.al. Pllnt 01 Typ.
- __ __.._.._._______..__~F~L: ~~_~~ ~ 5
DESCRIPTION AMOUNT
~i~~
COMMONWEAltH Of PfNN~YlVANIA
INHIRITANCE TAK RITURN
RISIDE~,~ DICEDENT
ESTATE OF
MICHAEL D. BOSAN
ITEM
NUMBER
A,
B,
- -
Fun.,ol bp.nl.I'
1.
2.
3.
4.
5.
Myers-Harner Funeral Home
Stephenson's Flowers
Pal's Cabin - Luncheon
Radisson Hotel, Fairfield, NJ (for spouse)
K~H~land Management Corp - Marker
1.
Admlnlltlatlv.COIIlI Ruth A. Bosan 135 03 7352
George Steven Bosan 140 18 8637
Perlooal Reprelentatlve Commllllans Robert Bosan 2&2 24 3-383
Social Security Number of Perloool Reprelenlalive:
Year Commllllons paIL..J?l!Lti,al paV.ment 8/30/94 $6,000 each
2.
Attorney Feel Boswell Snyder Tintner & Piccola
3.
Family Exernplion
Clalmanl Ruth A. Bqsan
Relolloolhlp ..m2Q.~
Addrell of Claimant at decedent's death
Street Addrell 824 Lusburn Road.
City Mechanicsburg Slate PA Zip Code 17055
Probate Fees Register of Wills
C. Mlle.llan.oul Exp.nl.1I
EVP Systems - stock valuations
Cumberland Law Journal - Advertise Grant of Letters
10/4/94 B.
9.
Patriot News - Advertise Grant of Letters
PNC - check printing for estate account
5.
The Woods - monthly expense for August
Fairview Professional Pharmacy - expenses for medical
The Woods - monthly expenses for September and Octobe
6,
$ 3,965.00
254.35
165.10
137.42
1,100.00
35,000.00
35,000.00
3,000.00
429,00
3.00
40.00
183.60
5.00
2,365.00
153.64
4,730.00
Fairview Professional Pharamacy - expenses for medica s 222.87
Reserved for Misc. Filing Feeslln.d p~:epClr:CltJ.Cl.~..".L1.22 __u...~,QQO__&L
. FiMciaiy-Incionlo--'liax-ilctufn.<iLlInrl pavment 9 R II I I') S
OTA IAr~-o enidi' on line , ocap u a on
(If more lpoee II neoded, Inlert addltlonollheeh of lame 11%0,)
~CHEMICAL
Geoserve'
, ,
BellSouth Corporation
Shareholder Services
P.O, Box 24900
Church Street Station
New York, NY 10249-0018
, MllY 16, 1994
,
"
,
Maronella F Miller
Boswell, Snyder, Tintller & Piccola
315 North Front St
POBox 741
Harrisburg, P A 17108-0741
"
Re: BellSouth Corporation
, Dear Ms, Miller:
This is in response to your recent inquiry.
Our records show an account in the name of Michael D Bosan and Ruth A Bosan JT TEN
(Acet No, 08928.43470) with a balance of 220,7335 shares of BellSouth Corporation
stock 011 March 14,1994,
~
I trust this information is of assistance to you, If you have any further questions, please
feel free to contact us on our toll. free number 800.631-6001, ,
Sincerely,
~
Donna Furu
, ,
"
.. I,
"
I. I'
" ,
.. j.
. .
I
'. ~T.!!'nl .
Fhst Clllcnllo Trufll CompllllY 01 Now YOlk
"
These requirements are based on our assumption that you want the
new shares issued to the survivor. If you wish to add another
name or change the registration, please have the surviving
shareholder sign the enclosed stock power form with a medallion
signature guarantee. A medallion signature guarantee ensures that
the person signing the certificate or stock power is the
authorized representative of those shares. The signature must be
guaranteed by an Eligible Guarantor Institution such as a
commeroial Bank, Trust company, Securities Broker/Dealer, credit
Union, or a Savings Association participating in a Medallion
program approved by The Securities Transfer Association I Ino.
Unfortunately, no other form of signature,verifioation can be
accepted.
Please note, this aooount ourrentl~ has 75.2660 Dividend
Reinvestment shares. It will be neoessary to either transfer
these sharlls or 't.erminate partioipation in the plan (issue shares
in oertifioate form). Your request should indioate your
preferenoe.
We suggest you use Registered or certified Mail, Return Receipt
Requested, when sending stock certificates to us for transfer. If
you wish to insure these certificates against mail loss, it is
only necessary to insure them for 2% of the market value since
this would be your cost to replace them.
Please send all certificates and appropriate documents, along with
a copy of this letter and a daytime telephone number, in case we
need to contact you, to:
By any U.S. postal servioe:
First Chicago Trust company of New York
Post Office BoX 2589
Jersey city, New Jersey 07303-2589
By any private oarrier:
First Chicago Trust company of New York
14 Wall street
New York, New York 10005-2102
Thank you for the opportunity to be of service. Should you have
any questions, please call us at 800-348-8288.
sinoerely,
"
. ' ,
'- ,(, "I.
Maureen Shnnahan
AT&T Client Service Team
, '
"
.===-
;.. ~ AT&T INSTRUCTIONS FOR COMPLETING THE STOCK POWER
_ TlOnslor Anonl
fur.\ ChlCilgo TWf>\ Comp,mv 01 Nuw YOfk
II) Social Security number or taxpayer identification number (TIN) of the new
sharsowner, only enter the one TIN that you wish to be reported to
the IRS at year end.
#2) Complete name and addreslJ of the new shareowner (e) .
Please indicate if this is al
a) joint tenant (please
b) trust - include name
c) custodian account -
include all names).
of trustee(s), title and date of trust.
1. name of the minor and custodian
2. social security number. of minor
3. address of minor
4. state under which the uniform
transfers/gift to minors act was crsated
13) Total number of certificate shares which are being transferred. If you
do not havll any certificate shares write "none".
14) Dividend Reinvestment shares which are being transferred. If you ars
transferring all Dividend Reinvestment shares write "all". If you do not
wieh to tranefer Dividend Reinvestment shares or do not have any writo
"none",
IS) Pleaae fill in the name of the corporation that appears on your
certificate or dividend reinveetment etatement.
16) Current regietration of ehares ae it appeare on the faco of the certificate
or if Dividend Reinvestment shares, the regietration ae it appears on the
account.
17) Your account numbel' ae indicated on your dividend check or Dividend
Reinveetment Statement.
18) Liet the certificate number(e) printed on the left hand side of the
certificate(s) being transferred. In most inetances, this number
will begin with two letters followed by a series of numbers.
If all shares are held in the Dividend Reinvestment Plan write "none".
#9) Signature of current owner(s) exactly as it appears on the face of the
certificate, Pleaee note that a signature must be guarantesd by an
Eligible Gual'antor Institution such as a Commercial Bank, Trust Company,
Securities Broker/Doaler, credit Union, or Savinge heeociation
participating in a Medallion Program approvod by the Securitiee Transfer
Msociation, Inc, Unfortunately no other form of signa'.ure can be
acceptod.
Please be sure to return all certificate(s) to be transfen'sd with the stock
power form,
. ,0
.
-
. '.~1!!ont
FitSI ChlcllgO rrusl Comrlt1"~' 01 Now York
INSTRUCTIONS FOR COMPLETING THE AFFIDAVIT OF RESIDENOE
#1) Name of Corporation.
#2) Your Sooial Seourity or Taxpayer Identifioation Number.
#3) Your name.
#4) Your address.
#5) Your relationship to the deoeased shareowner (i.e. exeoutor,
administrator, survivor in joint tenanoy).
#6) Deoeased shareowner's name as it appears on the faoe of the
oertificate/or registration.
#7) Date of deoeased personls death.
#8) Permanent address of deoeased person at the time of death.
#9) state where deceased person lived at the time of death.
#10) Number of years deceased person lived in this state.
#11) Your signature.
#12) Notary's stamp and signature.
i,
. .
LEGG
MASON
\1\
'"
LtIg{1 Mllso/l I:',:.m Wil/klll, /1'CtlllWn/o(l "
Jj)jl;.,,'I.i::'I"!'; "./UI:'iil":'I:, ,1',1 F/fJl.l12i,'
" '
11/.;:,'1),;' !:(1:,: I' I
""1"; r'll"'"
, "
',1,1 "I. I '10;
September 19. 1994'
22,000
Federal Natl. Mtg. Assn.
6.5% 7-25-22
.tl,'
','
Refl Michael D. Bosan (Deceased>. 240-5751
Listed below are the holdings in the, Lellg Mason ac<;ount
as of March 14, 1994. '
,,.
4
,Nuveen Penn Prem Income
Fund Pref. ,
",
,.', .r',
,I
I'
I \ ;'; "
"
" I,'.
.. "
"
, "
I
, ,
I " " ':
I' I
,. "
.' " ,
"
,t'l
"
... :(1,
Ii;
"
,..t'
,',
",
,
, ,
,
''II' "
, ,,',
$ 19,719.26
$100,000.00
"
"
I
\;
" I
'"l.'
"
"
,
,.'
, '
, I
'I,
I ,
"
"
, ,
:I'r,'
"
"
" ft.I.I. v.IUlllon
1.1.1. of Hlcheel O. 'Olin PtCMl... t"" 0.111 OS/lIl/94
0.1. 'of O"Ihl 03/14/94
V.lueltOll Oil" 03/14/94 N~t of '''Utili.. I
'h.rtt Security Mtln I..urlty
or P.r Ottor I pI Ion MI,h/A.k lOll/llq or AdJ AcOtUllh V.llll:
II 256 .AMAPO PlNL CORP (7'51366105)
03114/94 2.75 2.1' Mil
NASOAQ 2,750000 704.00
2) 256 .AMAPO FINL OOAP (7'5136610~)
03114/94 2,75 2.1' Mil
NASOAQ a.75oooo 704.00
V.lue of I..urllt.., ., ,401\.00
V.lue of Acoruel'l 10.00
Tol.l V.lue of Porlfollo t.1 ., ,401\,00
" ,
"" f'. , ,
,,'I
" f',
I,
,I' 'i,;
" \,
" "
,
'I,
"
("/
"" "
,I ,,' l' "
I, ' I " 'I,
"' ,
, n., ,,"
:'i;'i " i,
"
I " I' "
1-,
II "
" j,'
" "
.. "
" " "
j I; \
" " ,
" .' H',
" , " .'
.' " "
,
" .' "
',I "
";
" i,'(' "
di
'I
'", "
,
'" ,I "
" " Ii
;1' ",
,1 , ';,'1
" 1',
, ,
(' "
" (
(:: ,,'
" .'
,
I .'
,jl
"
"
I '11~' :::~ ~
~ f~~ h !m t~ ~
l' 1;1"" .. 6~." '"
o9~ \jI~
~I': Ul c,;:; !l
.. 0 H
~1 p. !P
~ !~~ ~~! i~~~~ ijli~~ :
~ ~~~ H' ~N~~~ ~~~E~E f
I~ :i g~ ii~~ii~ ~ iiiiii ~,~ooo
~~~~~ ~ ~i~i~~ ~ &~~~2~~i~~ ~~t
UN" ~ g~.~ ~~~.'
~~~~~ . ~~~U __
OI:Q ..,.-...Pl
'1n ...~...~ t-
.. -.-...-. .......":-,., -...-......._..-.-.~ ""'e"B" ..........~ .._, .'.,'..
.... ~ .. l:J~ ~g e.iei 2
Z t. i~...~ Xkllw ...
l.iJlJ.J~ ~.!~ ~" ~ ~~~~~~~:;;;~~~~~~~
,IVI" ..
~ ~ ~
, <l: .i'I~ t
:n .~K(,
t-- v1 ' ~~r~
1.1) , ,
, I I
, . .
.'
I g
Ij tI
;Il~
i~~
~~a
er.l
.~8
~8
r
i
~
,.
~
~
jz
<
==
~
:z
=..
i~
I~
~~
~~~~~~~
iS~U~
~~lii~~lii
... "t~.......
e~ 91'8 8
~fj ~ ~t ~
_!l ni
~l
W~~'.!N~K;~
"1111', ,
&OQOC;O"~
I
,
,I,
~~t t f. tl f
g~ ~ ~ ~ ~
iii ~ ~
...... .. ..
II
H
Ul VI
Ie ~ ~
- .
~ " "
H M
! ,
n
... M
" .
.
8~k88R
2~~~~t
~-
"
"
,/
ifm
,~~r:
~~!
.-
N
,
I'
I ~.
,
.
~
oj ~~
~
, ij:t~
.
..jj.
~: ~~
~!li~ u~~~
\'!l:. 1~88
&na 'a .. .
,~~... ~ ~iik
~.
~~i'" i
w;",; G"I
~;~ '~r.;;
~:!~
Jm
\'n\'
..........
19~ F,
'II ,
~~~ ~
VI
-
VIM
iiqe
II~~~~
>"''''~.~
ggg~~l
zuu~i~i
rlla:~~
we""~
a:H: ~ .
I~~~ ~
.. ,
..'" II
~
~
>
Qf:O. r.
~t. ~
.
~ II
:z: :
<I
~ !
~
Z .
=-
. . ,I
k
Pi
~~ S:J
~Ul"
'tj..~'
.'p",;.~
~'ll&hlf\
t-
Z
UJ
1:
w
>-
<l
r-
:/.
i:: ~ 8 lliitl · 88 ~ ::;
N ~~ ~ ~~ ~ ~2 · ~
..; h M
!~ ~ A
"' >~ > ig
g! .~ ~ i ~
lIP ::.: ._el,
g~ iiHii&ill Hi_ t~!Ooo
~ ~ ~ii R &II ~~, ~_ ~i
e ~ ~~~u ~~
~~ :~:R ~
" ~" '.. ..~~ ~_P" ~ij ~,I Ul
l~ llii~l!liilij;j:liilllli! !!Ii!;i=
If agB>."1
~g~~~~~~~ 1l9~~ ~~ o~.
~~~~~~~~~ ~aaa a~ saa ~aa~ ~
..
"
I g
~ tl
;i~
i~1t
~~a
~gB
M
"
I'
,
.
.'
J
;:
!'
'~!, ,:"
/;:,',',
..' .
1"'-. '
',' .
" - .,"
',' ",! I ~.
, . J. . :~ ,
,,:"'. 'I::;}"~
, ,
"".'
.,....
f' ".. '.
" '4ii.
," M
~i~/:r
. "..'
',', "~'
. t,!.
'. 'I ',I,:'
I:' ,':(4
,',
, '
r~" ,
,
"
I~
~~
~ g U!! I ! 2
~f m~ ~;
Jm
.., . ~~
. ....... , .'
~ .~ ~ ,~:I
" .; Ul
, '! J s,/ ~;;&'
:!,.,;,: ~ a":,',rl~:~~
,0,;. .. '..
;
'I.~ $ II :I , 8 8 ~ll
e8 :I i ~ ~ ~ ~ .: ~
r " : St
!i ..
I "
,:,
!i
~8!l0(8
WlM.;.t
:III""!'"
..
.,Ci
.-
='"
IY
'!
. '
I
!'
.t,',
"
"
\l.' ...
iIN'W~k Bosan-L.J1!ghMlLR..t...j,n...tr..\UtL_~_NO, 01 902637
=..:..__=,=",_fo,r....Ruth_A._J3ol.!.an'-__~,,==,=""'-""== , -, - . .
"" ' aAIE MEMO INTEllCOI WllllOll.WAln OEI'OSt1S IIMANOE' OVM
:',' '.---: =-~.- ====---====:-.::=:::::-.=.=.. ::;-..::..~.:...- :=:::~.::.-:::.-=, ===-=:;:;-.::.:= :.:===--~ =:===:.'::
I
2 09/12191 A13l DP
i 3 ~9/3019l~(IO{ UII m,5~
I
I 4 12I31/91 OOO( ERN 1,m,3~
1 , ..'..
~.: ,I~ un .1:,3~ I ,~_
6 " ' , ~ ~': , . ,
.
6 /1 ','J,'I'~ (('fl" 1:'1'.1,' ,),'!,I("i:
....;,/.. ....
)! ,f~..I/"i: ',1,.\.:: \ I;q \,;/'1:.:' I,
6 ~9/30/92 OOO{ CRII 1,330,191
9 , IU311?? OOO{ rRII 1,38M7
! 10 03/31/93 (I(IO{ ERII 'l,17?"H
II O~/30/93 OON ERII I, ~10,1'
12 {t~ ,'30,'n ~,{,,:: }:r.J: l,!.H,:',
82,000,00 ' BMOO,OO
82,77b,55
B3,628,90
H,f}(l'I\I(.
~'i ,)1(1, '!l
8?,eji. I:'
33,990,32
BS 137o.a~
86,7i3,30
eS.l53,H
n,{;,? ?f;
" ,
7 t I ~17:, 11,;
92,539,30
,9~,013.67
95,268,13 . '
.0(1
13 ' :' JiI'Il ,i,,('( U;:I . I ~7? ~ 1::
14 03/31/9~ OOO{ ERII l,~6f.16
,16 1
OU30/9~ OOO{ ERII I,SO~,37
~~~...~ 16 1 09112/94 OOO{ ERII ,1 ,221.~6:
17
I ,
IS I I
1(1'l/i2/9. JOll uo 9S,?6~.13 ,
Ip
20
21
22
1 23 ,
, 1 ? ~
___L.
I . I , . .il': i \:,', \ '
I I ,'. I ~~\ ,I' ,. ". ;,. I,,,
.1'" . , __-~I
,cK#i 77368 ' ':'i.'9-"12.94-(M'-~_j\
..~::.:r.====:::--..::L::~~:...~:_....:.~:~ ~~;;.~~7.:::::~~l.._. ~~.... .__..... ._.m ...__
1 , THESAFf.TY OF YOUR SAVINOSIN THIS BANK IS INBUREO UP TO THE LEOAL LIMIT'
Sy THE FEDERAL DEPOSIT INSURANCE CORPORATION '
I,
"
I
.'
"',
, ,
,. '
II
,
:',1"
....., ,f
. ,,',1"
83 WiiT.IIID..IIIIIGI....H..u.
LEOPOLD W, MONTANARO
P,osldonl
May 18,1994
Boswell,Snyder, Tintner & Picoola
315 North Front street
Harrisburgl FA 17108-0741
RUI Estate of Miohaal D. Bosan
aocount #902636
Dear Sirs:
In response to your letter dated May iO,1994, obtaining information
on deoedent Michael D Bosan.
1. The account title is Michael D Bosan, The Woods at Cedar Run
2. The Date on which the account was established 9/12/91
3. no change on ownership on the account
4. The rate on the account is 6.38%, for 3 year CD.
5. Their has been no withdrawal in the pass sixty days'
6. The date of death balance $91,075.14
7. Int~rest accruad- n/a
8. Current listing of all stocks, etc. none with us.
9. No loans with us.
if you have any questions, you mby call me at 201 226-7911. '
, ,Sincerely,
~U"',:; [{ (".(
/Glorin Duran
, Customei Servicc, Rcp.
,.,.
417 BI.OOMFIEID ^VU~UI. . CloI 1\\','11 1 , 1~i'W .ImSEY 070D(; . (~(I1) ::':'(i.7Dll
l/
7 - 'i'l -..,<-
.,'J'i / L/ - c;(O (/- /~),
. ..
RIVol147 IX AFP (12094.
CD_m IH Of PEHIlIVI YAHIA
OEPARlltEHI OF REYEHU<
'UR~AU OF IHDIVIDUAI TAkES
DEPI. 1106"
HARRIIIIIRD. PA 11111-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCf OR DISALLOWANCH
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATI! 10-23-95
FILl NO.
DATI OF DIATH COUNTY
NOTE, TO INSURE P~OPER C~EDIT TO VOU~ ACCOUNT, SUaHIT THE UPPE~ PORTION OF THIS FO~H WITH VOU~ TAX
PAVHENT TO THE REgISTER OF WULS, HAKE CHECK PAVABLE TO "REgISTER OF WILL~. AGENT"
REMXT PAYMENT TOI
MARK R PARTHEMER ESQ
PO BOX 741
HSU PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
r--
Allount ~I.ltted
-
CUT A~ONll THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RiV: i54'i" iif' A FP""n 2':94 r- iloYi oE" "OP'iNHiRIT A;fcli "TAx' A"PPRA IS iifiilT"; -Ai. rowAN-a i! - OR" ....." _.". _.. _"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MICHAEL D FILE NO. 21 94-0345 ACN 101
TAX RETURN WAS, ( I ACCEPTED AS FILED 1 XI CHANgED SEE
ESTATE OF SOSAN
--
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETlmN
1, R..l flteto (Schedull Al III
2, stcc~. end Bondi (Sohldule al 121
!, Clolely Held Stock/Plrtnerlhlp Intere.t (Schedule CI (SI
4, Hortaegel/Hotl' Reoelvlble (Sohldule 01 (41
S, Ce.h/aenk DIPO.II./HI.o, Peroonll PrcPlrty (Sohldule EI (SI
b, Jointly Ownld Prcperty (Sohedule F I (6)
7, Tren.ferl (Sohedule gJ 17J
B, rcbl A...h
DATI!
ATTACHED
NOTICE
10"23-9~
,OlL
267. 458,00
,00
,00
263.894,00
61.102,00
104.480,00
(BI
APPROVED DEDUCTIONS AND EXEMPTIONS I
86.754,00
9. Funlral EXPln.../Adll, Co.to/Hllo, E.pen... (Sohedule HI 19J
10, Debh/Hortglgl UebUltlu/Lhn. lSohedule l) 1101_ 27,233.00
11 , )'obl Ueduotlonl I U I
12, Net Velue cl Tex Return 1121
IS, Chlrlteble/Govern.lntel aeque.t. lSohldule JI liS)
14, Net Velu. of E.tetl Subjeot to Tex (141 _____
NOTEI If an asaeBsment wes issued previou.ly, line. 14, 15 and/or 16, 17 and 18 will
reflect figure. that inclUde the total of Ah1 return. aaae..ad to dat..
ASSESSMENT OF TAXI
IS, A.ount cf Linl 14 et Spou.el rato IISI
16, A.cunt of Linl 14 te'"ble et Linl.I/CI... A rete (16)
17, A.ount of Linl I~ texlble et Collltlrel/Cle.1 a rete 1171
18. Principel re. Due
696,934,00
11~.QA7 nn
582.947,00
,00
582,947,00
TAX CREDITS I
PAVHENT
DATE
06-14-94
,00 X ,00.
582.947,00 x,06.
,00 X ,15.
(IBI
,00
34.976,82
,00
34,976,82
RECEIPT
NUHDER
MM886174
OISCOUNT (+ I
INTEREST (-)
1,748,84
AHOUNT PAlO
40,000,00
· IF PAID AFTER DATE IHDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
--,
41.748,84
6,772,02CR
,00
6,772,02CR
<<
IF TOTAL DUE IS LESS THAN 11. NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" (CRI. YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTlONS,I
\,
"
c..
-j
RElERV~TlONI
PURPOSE DI'
NOTICE I
P~VHEHTI
REFUNO ICRI.
OBJECTlOHS.
~DltIH
ISTR~TlVE
CORRECTlOHS.
OISCDUltTI
IHTEREST.
e! ~ ",'
"
E.t,t,. of dlcldent. dvJne on.or belar. DIOlabt, 12, 1982 ~~ if any futur. lnt.r..' In thl I.t". I, t'In'flrred
In POIIII,tun Qr enJoVltnt to cta.. a (00111',r,l) blntflel.rl,. of thl dlc.dlnt .ft'r thl IKplrltlon 0' anv I' tat. for
11'. or Inr v..r., the Co-.onw.alth hereby Ixpr..llv r'.lrve. thl right to appr,I.. and ...... tran,'.r Inheritance Tlxt'
It thl lawful el.., a (0011"lrll) rtt. on any 'UGh future Int.r..t.
Yo fulfill thl rlqulr...nt. of Station 21~O of thl Inherltlnol and Eltl't TI. Aot, Act 22 of 1991. 12 P.I.
S..tlon ~1~O.
Detaoh thl top portion of thi. Hotlel and .ubllt with your Ply..nt to thl Rtgl.t1r of Will. printld on the rlv.r.. .Ide.
"H.k. oh.ok or .on.. order ....bl. tOI REOISTER OF HILLS I AOENT
All Plv..nt. rec.lv.d ,h.ll flr.t b. appllld to .nv lnt.rl,t which "V b. due with any r...lndlr Ipplled to the t.x.
A r.fund 0' a t.w cr'dlt. whleh w" not r.que.t.d en the Tlw R.turn, 'av b. r,qu..t.d by eo.,lltln, an "Appllo.tlon
'or R.fund of Plnn,vlvanl. Inh.rltanel and E,t.tl Tlx" (REY-1SI]). Appllcltlonl Irl Ivalllbll .t thl OffiCI
0' the RIgllt.r of Will., anv 0' the Z3 Rlvenul Dlltrlot O'flo.., or bv 01111n, thl 'Plalal Z4-hour
,n...erlng ,.rvlol "ueb,r, for for., ordlrlngl In Penn'Ylv,nll 1-800-36Z-2050, out, Ide Penn'vlvlnl. end
within locll Harrl.burg .rl. (717) 787-8094, TOOl (717) 772.ZZ52 (Helrlng 1.,llrld Only).
Any party In Intlr..t not "ti.fled with the apPrlh...nt, allOWInG' or dlnUotlllf101 of d.duoUon., or ......Nnt
of t.x (Inoludlng dl,oount or 1nt.r..t) ao shown on thl, Hotlo. .u,t obj.ot within ,Ixty (60) diY' 0' r.oelpt 0'
thh Hotlc. bYI
-.wrlttln protl.t to the PA D.p.rt,.nt of ~.venut, Bo.rd of A~P'II., D.pt. Z.IOrl, H,rrlsburg, PA 17121-1021, OR
.-el.otlon "0 h,v, the ..tt.r doterelned at ludlt of th. aocount 0' the p.r.on.l repr...ntatlvl, OR
.-app..1 to thl Orphan.' Court.
Flctutl error. dl.eovlrld on thl, ......"nt .hould be .ddr....d In wrltJng tOI PA D.part.,nt 0' R.V'nuI,
lur..u 0' Indlvldull TaXI., ATTHI Po.t A......tnt ~.vJ.w Unit, D,pt. Z80601, Harrl.burg, PA 17128-0601
Phonl (717) 7.7.6505. Se. pa.e 3 of the ~okllt "In.truotlon. for Inh,rlt,nc. T.x Return for ft R"ldlnt
D,otd.nt" (REV-ISOI) for en IMpllnltlon of "dllnl.tr.tlvely eorr.ot.bl. error..
If any t.x du. I. paid within thr.e (3) oll.nd,r eonth. .ftlr the dlC.dent., dl.th, a five p.rcent (5~) dl.count 0'
the t.x p.ld I. .llow.d.
Int.r,.t I. cherg.d be,lnnln. with flr.t dlv of dellnqu.noy, or nln. (9) eonth. and on. (I) dlv fro. th. d.t. of
d..th, to the dlt. of plv..nt. Tlx" w~lch bICI.. d.llnqu.nt b.for. J.nu.ry I, 1962 b.ar Int.r..t .t thl rlt. of
Ilx (6X) p.re.nt par e~ ellcul.ted at , d.llv r.t. of .000164. All t'M., which b.ea.. delinquent on end .ft.r
J.nu.ry I, 19a~ will b..r Int.r'lt at a rat. whloh will very fro. callndar V'lr to o.l.ndar v..r with thlt rlt.
.nnoune.d by thl PA Dep.rt..nt of Revlnu.. Th. applleabl. Jnt.r'lt ratl' for 1982 throuQh 1991 ar'l
~ Intarllt R.te Dlllv Intarllt F.otor Y.!!r ~L!!.t! D.llv Interllt P.ctor
1911 lOX ,DDDS~I 1911 9X ,ODDl~1
1983 16X .DDD~31 1988'1991 lIX ,ODD301
191~ 1l~ ,DDUDI 1991 9X ,DDDl~1
1985 m ,000356 19n'199~ IX ,ODDl91
1916 IDX ,DDDll~ 1995 9X ,~DOl"
ulntarllt I. calcullt.d al folloWl1
INTEREST . SA LANCE OF TAX UNPAID X NU"BER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Hotlcl l'lu'd .ft.r the tlM b.oo... d.llnqu.nt will r.fl.ot .n Int.re.t e.loulatlon to ft,t.en (15) dlv,
beyond thl dlt. of the ........nt. If p.v..nt 1. .ade .ft,r thl Int.r..t oonput.tlon dlt. .hown on the
Notlel, addltloJ'lal Intarllt RUlt bl o.loul.t,d.
"
PAYIlENT,
D.teoh the top portion 0' thh Nottel Ind tw.1t with Vour ply.."t 1101 p.VItII, to the "HI Md eddr...
printed on thl r.v.r.. tide.
If RESIOENT Df:CEOENT ..... ch.ck cr .cn.. ardor ....bl. tc, REGISTER OF WILLS, AGENT,
If NOH'REIIOENT OECEOENT Ilk. ch.ck cr .on.. crdor ....bl. tal CDHItONWEAl TH OF PENNSYLVANIA,
All PIVltnt. r,cllvld thall b, .pp11.d flr.t to any Int.r'lt which ..~ b, au. with any r...lndtr applIed to th, t.M.
REFUND etR)1 A r.fund 0' · tlIC cr.dlt, Ifhlch Wat not r.qullttd on th, TllC Mtturn, lay b, r.quuted by cOIpI,Ung an
"Appltc.ticn for R.fund 0' PlnnlYlvlnla Inherlt'MI Ind EI',t. ralC" (REV~U13l. 'ppHutton. Ir. IVll1abl, ,t
the OffiCI of thl Rlgllt.r of Willi, any of thl 25 RIYtnuI Dlltrlct Offlc,. or frol thl D'~lrt.."t'D Zq-hour
antwtrlne ,ervlo. "ulber. for for.. ord,rlngl In P,nnIVlv.nl. 1-800-362-2050, out.ld. P,nnsylvanJ,
and within 10cll Illrrhburg IrlQ (717) 187-1094, TOO. (717) 71Z-ZZ5Z (tit.,!n" IlPt!rtd onlY),
OJ'COUIH,
REPlV TO' ou..tJont rtgardln" .rror. contatned on thJI notlet .hould bt addrt..td tal PA Otptrt..nt of RtVInYI, lurllU
Qf Ind1V!du.l TaKII, ATTNI Palt AU'....nt R.vhw Unit, Dapt. Z80601, Harrhburg, PA 1712a~0601, phont
(717) 787'6505,
If .nv tile due 11 PIJd within thr'l (3) etltnd" IM)flthl Iftll' the dlCldentl1l dllth, I fJVIl ptrctnt (5iO dllcount
of tht taN Plld It lI1!oWtd,
INTEREST,
inter..t 11 Chtr"ld bt"IMlng wUh flrlt dlY of dtl1nQYtncy, or nine (9) .ooth. and on. (1) dlv frOll tht dlte of
at.th, to tht dltl of PIY.tnt, Tal(" which ble... dellnqutnt befor. JlOUary I, 191Z b.lr lntlrt.t et thl rett of
.1. (6~) p.rctnt Plr annUl calculatld at I dailY rlt~ of ,000164. All tIK" which bte... dlllnquent on and afttr
January I, 1912 wJ11 btar lntlre.t at a ratt Nhlch will Vtry frol olllndar ytar to cIlendar Vlar with that r.t.
announc.d by the PA nepart..nt of Rlvlnue. Thl app1!c:ablt Inttrut rat.. for 191Z thrOUgh 1995 arll
V..r Interut Rtt. Olllv Intlr..t Factor Vllr Inttrut Rltl OaJlv Intlrelt Factar
1982 m .000548 1987 9~ ,000247
1981 16~ ,000458 19"'1991 11~ ,000301
1984 m ,000301 1992 9~ ,000247
1985 1lX ,000356 1993-1994 7~ ,000192
1986 lOX ,000274 1995 9X .000247
..Intlrtlt I, c'lc:ul.ttd ., followl'
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.NAny No' tOt IUutd Ifter thl tll( blca... del1n~t will rlfllet an Interllt otloulltJon to flftun (15) diU
beyond the d.te of t~ ........nt. If PlY"nt It ..d. aftar the Jnttrut co~utatJon tllte .hewn on thl
Hollet, additional Interllt .Ult b. cllouletld.
PUIlP01f: OF
NOTICE,
PAVItENI,
I,
I
,
..
. / ,'~ :
I i 'I"
, i,
U,
CII,
10 fulfIll till ,_I.._t. of loollon IUS (b) of tho IrilI'It..... ond E.t.t. 11M Aot, lot // of 1991, II/ P.I.
!:l'I!'Ittnn ,,~&),
o.tlch tM top portion of thll HoUCI end Iubtllt with your PIV.."t tfl thl Atllster of Will. printed on the
rlVIrI. .Jde.
.- Hill. .hoek 0' IOno. o,d" ....bll tOl REDISTER OF MILLS, ADEHT,
All Plv.lntl rleelvld .hlU be appll,d fir.t to any Intlrnt which .IV bt due wJth any 'Htlnder appli.d to the tlX,
REFUND CUll A r.'und 0' II tllC ortdlt lIy be r.que.tlld by c~l.t1ng ." "Appllc~t1on for R.fund of PIMIVlvIl'111
JnhtrltlnClt 1M Eltlt, Tile" UtfY.UU). Application. .r. IVIUabl. at thl OffiCI of Uti A..ht,r 0' Willi,
.ny of ttM U R,venul Olltrlot OffiCII' or 'rCHI the Deplrt,..,t', 24"hour anlwtrlng ..rvlel nuMMrI for 'or II orderlngl
In PllnnUlvIl'111 I-MO-56Z-Z050, outllde Ptmlvlvanl. lOcI wUhJn lout H.rrhburu Irll 1711) 7U-UM,
TOO' (717) 77Z-ZZSZ (Hlarlng Ilpelred OnlY),
OIJECTIONS. Any party tn Int.r..t not ,.ti.flld with the ......-.ot of taM .. .hown on thl. notie. ..y objtat Within
.IMty (60) dlYI of r.eelpt of thl, Notlea bYI
"written prot..t to the PA Dtput.."t of Rev.nue, loard of Apptah, D.pt. 211021, H.rrhDUrg, p" 11121.1021, alii
..allotln8 to htva thl ..tter dlter.IOId at IUdlt of thl p.rlonal rlpr..tntatlve, OR
.-appell to the Orphllut Court
ADltIN-
IITRAlIVE
CORRECTIONS I
INIEREST'
FactUll Irrorl dllcovtr.d on thlt ......Hnt .hould b4I Iddr....d In writing tOI PA D'Plrt..nt of RIVenut,
Burtau of Individual laM"', AIIHI "olt A......tnt Klvllw unit, Utflt. ZI0601, HllIrrJlburg, PA 17121.0601,
Phone (717) 717.6505. S.. Pig. ] of the bookl.t "Inttructlonl for Inherlt.ne. TIM R.turn for I Rutant
Dec.d.nt" (REY.1501) for an .xplanatlon of adtlnl.trlttv'lv eorreotabl. .rror..
Additional Pann'Ylvanla E.tata TaM ......ed II . ruult of . elllngt on the r.d.ral E.tat. Tu 010.'n8
IItt.r b,cCHle. dtllnquent It tht uplration of C'Int (1) tooth frDl thl data the flnll notlc. of thl lnert..e
In F.deral t.tlt. TaM I. r.ctlvtd.
TIM" which b.Cll.. dtllnqu.nt b.fore January 1, 1912 bllr lnttrut at tho rate of ,he (6Xl ~.rctnt par annul
calcul.ted It I dalh rat. of .00016~. AU taMU which btCMI dellnqu.nt on or tfter Janulry I, I'll wilt blar.
Inttrut It I rlt. which will Vlry frot cllandtr yur to callndar y.ar with thlt rltl &nnOWlCed by tIM P"
D,partHnt of RtVlnue. Thl applletblt Intertlt rlt.. for 1911 throUVh 1995 11'11
lW Int.,. at A.t. n.llv tnt.r..t F.~t", lW In"'." R.t. DlIllv Int.rall F.~tDt
191/ lOX ,OOOS~I 1917 9~ ,DOOm
1911 l6l ,om" 191.. -199l lU ,000101
191~ m ,"'101 199/ 9~ ,DOOm
19I5 III ,"0156 1991-1994 n , '" 19!
1916 IOl ,ODD27~ 1995 9~ ,DOOm
..tnterut I. cIlcul.tld 'I followlI 'i
IHTEREST a BALAHCE Dr TAX UHPAID X HUHBEA OF DAYS DELIHQUENT X OAILY INTEREST FACTOR
"Any Notlcl luutd .fhr thl tlM beco... dtllnquent will r.Utat In Inter..t Cllcuhtlon to flftt." (15) dly.
blYond thl date of thl ........nt. If ply"nt II .. .fhr thl Inttrut cOlPutttlon data tMM\ on thl
Hotlel, addltlonll Intart.t IUlt bl cllcullt.d,
\
PURPOSE OF
NOTICE I
PAyltENTI
REFUHn (CAI'
,
"
.0(')
r..
, - ('
:,.
\,j
'.ii
;J:"
I,"
,"j
f.\j
"-1
,.,)
.L..
, ,
"
'"
; II
'.,"/
To fu1fll1 thl raqulr...nt. of Station 2145 (b) of thl Inherltanc. and Eltat. TIM Aot, Aot Z2 of 1991.
02 P.S. SloUon 2145),
Glttch thl top portion of thh Hotlel end lubIllt with your paYlent to thl' A"ht,r of NUll printed on tn.
r.ver.. ddlo
.- Noko eh..k or 00110. erdor .o.llblo tel REOISTER OF MILLS, AOENT,
AU ply""t, rto,t",d .hlll b, Ipplhd flr.t to any Int.r..t which ..y b, due with any ,...Ind.r applied to thl tlH.
A r.fund of 11\ tax credit ..y b, r,qutlttdbv COltplltln8 an "ApplJclUon for R,fund of PIMlvlvanl,
Inhtlrltancl Ind Elt.t. TIM" (REY-UU)' Appllclt1on, art avall,kllI at tht OffiCI of thl R.gbt.r of WUh,
MY of the 23 RlvlnUe Olltrlot Off 1011 or frol the Dlflnt""t'. 24.hour en,werlng ..rvJel nutbtr. for farll orderJ",1
In Pem.vlvlOl, 1.800-362-2050, outlhM Ptnnlylv.,ll and within 10cIl ll.rrhbUrg ".. (717) 7a7~a094,
TDDI (717) 712'2252 (Haorln, l..olrod Onl,),
OaJECTJOHtI My plrty In Int.rut not lit hUed with the ......Mnt cf tI)( a. .hcwn on thlt natlcl .IY obJ~t within
"Kty (60) dlY. of rec.lpt of thl. Notlcl bYI
-~wrltten prottlt to thl PA o.p.rtHnt of AIVInUe, 1I0ard of App..lI, oapt. 281021, Harrhburg, PA 17121-1021, OR
....IIClUng to hlv, thl .atter d.t.r.IMd .t audit 01 thl per.onll rlprlltntlUvl, OR
-~app..1 to the Orph",,.l Court.
ADltIN-
IITRATlVE
CORRECTlDIt'S I
INTEREST,
Featuel Irrcr. dl.covarld on thl. """"nt .hould b. ftddr....d in writing tal PA o.part.ant of Ravenul,
lIur..u of Individual r.M." ATlNl po.t A""M"nt Rlvl.w Unit, D.pt. 2.~601, H.rri.burg, PA 17128-0601,
Phon. (717) 717~6S0S, S.. page ! 01 the bookllt "In.trucUon. for Inharltanca 11)( A,turn for e Rllldtnt
Dec.dent" (AEV~ISOI) for an 'Mplanetlon of adllnl.trltlvaly corr.otabl. arror..
For deta. of dttth on or Ifttr 10~!~'1, Plnn.vlvanl. E'tata riM bllld on the F,de,el Estatl r.x
return blca... d.Unqulnt at the IMplraUon of nlnl (0') .onth. frol th, dati of d.ath.
For data. of dt,th prior to 10-!~9I, Pennlvlvanla Estat. riM b...d on thl F.daral E.tatl riM rlturn
becOl.. dlllnquent at thl IMpltaUon of .llIht..n (18) tonth. fro. thl data of da.th.
TftXtl which ble... dlUnquant blfora Janulry I, 1982 bllr Intlr..t at tha ratl of IlK C6iO Plre.nt ptr .~
aeloutltld at I daily rata of .000164. All teMI' whloh bloa.. d'llnquant on or aft.r January 1, 19'2 will b..r
Intlr,.t at . retn whloh will very frDe oalandar ya.r to o.l.ndar YI.r with th.t rata announcld bV the PA
oaptrt.ant of Aav.nue. Thl appUctbl. Intlrut r.t.. for 1982 through 1995 aral
~ Intar..t A.t. Dilly Int.,..t Flctor Vatr Intlrut Rlt. Dilly Intlr..t Flotor
1912 m ,000541 1987 9~ ,000247
1915 16~ ,000658 1988'1991 II~ ,000501
1984 III ,000501 1992 9~ ,000247
1915 III ,000556 1995-1994 7~ ,000192
1914 IO~ ,000276 1995 9~ ,000247
~-lntlr..t JI o.lculat'd al followa,
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF nAYS DELINQUENT X DAILY INTEREST FACTOR
-~Anv Notlc. Jllu.d .ftar the tlM becoHa d.lInquent will rlfhct an tnterllt o,IOUlltlon to fIltHn (5) diY'
blvond the dati of the ........nt. If PIV.."t h lid. .fter thl Inter..t cOlIPut.tI~n dlt. .howt on thl
HoUcl, IckUtlonal lntertlt lUst b. calcullted.
\
I,
i
I
I
"
I
\ ~ .
,"
.~'
l.'
\)',
"
"
'1;
II,
,-,,',
"
"
'I'
, "
II
,I,
\.
"
"";
'r,
,
"
~.."'" ,,",,'~,,~ ...,.,......
I,';
,P
11
,'.
.'
IIi
.."
,I'
II',
,
',-'
.,
'.'
"
."
"j',
.'....
l
'.
"
"
/
"
'I'
p.
, ,
I'
"
i "
, "
"
"
,1_'
"
'"
"-.,.
'I
J\'
,
",
,i,1
,
~
"
';"
,
r
,
~ ~.
,,,\,
"
1\
, f"1
. '~I' r"
I fi
'h,
'I' .
,""
r\ :.,'.
, t
ii, .1 .,;,
1
iAi
tl"
1;-;.
';'~'
..;. "
,\
;
"
,
,.
..-......
...1"'-'
~ 4l~n. .....;- '-I
......-I#-~.~--.;-.,...........M.
f'" "
.,\
d
,
.
\
1
~
I.
'I
,.
1
I
, 1
I
,.
.
.
'0,
\
I J
3. The undersigned hereby forever fully release, compromise, settle and discharge
any and al1 claims, demands, actions or causes of action, legal or equitable, absolute or
contingent, vested or hereafter to accrue, which It. may have against any other party hereto
or against the Estate of Michael D, Bosan, deceased or the personal representatives thereof,
by reason of any matter, cause or thing growing out of or relating to any property or assets
of the said Estate of Michael D, Bosan, or growing out of or relating to any act of the
personal representatives III their Individual handling of said Estate, even If attributable to
negligence, and agree that any period for the limitation of actions for the collection or any
erroneous distribution or distributions shall commence only at such time as the personal
representatives shall have obtained actual knowledge of such erroneous distribution and that
In no event shall the period of collection of any erroneous distribution be less than two years
after the actual discovery thereof by the personal representatives.
S. The undersigned agree to execute such additional releases as the personal
representatives may submit In order to confirm the discharge {rom any further liab11lty to
the parties In connection with said Estate.
6. This Agreement, shall be binding upon the underslgned,thelr heirs, successor and
assigns,
7. The undersigned agree that this Agreement may be signed In Counterparts.
IN RE: THE BSTATE OF
MICHAEL D. BOSAN,
DECEASED
IN THB COURT OF COMMON PLEAS
CUMBERLAND COUNTY .PENNSYLV ANIA
ORPHANS' COURT DIVISION
FILE NO. 00345 - 1994
BECtl" AND INDEMNIFlCA11QIS'
The undersigned, Trustee3 of the Estate of Michael D, Bosan, heir of the Estate of
Michael D, Bosan, do hereby:
i, Acknowledge that we have examined and approved the First and Pinal Account
and Schedule of Distribution of the named Co-Executors, copy of which is attllched hereto.
2. Waive the formal filing of the Account and Schedule of Distribution,
3. It is agreed that the actual sums received by said Trust In full acquittance and
final settlement of all sums are: Cash and Securities Totsllng $302.073.67.
4. Releasl'i the named Co-Executors of the Estate of Michael D. Bosan and their
heirs and personal representatives, Boswell, Snyder. Tlntner & Piccola and Mark R.
Parthemer, attorneys from allllabllltles, whether due to the Co-Executors negligence or
otherwise, which It may have by reason of the administration of the estate,
5. Agree to refund to the Estate of Michael D. Bosan any portion of the distribution
to which the undersigned Is not properly entitled, and, to the extent of said distribution. to
indemnify the Co-Executors for claims made against them as Co-Executors and to reimburse
"
"
"
:. ,.
I'
I,
,.
" ,
I,
" "
"
,t,:
,1'
Il1ventory as filed
$531.352.00
,
Plus Funds Received after nlllll or Inventory
Funds received from Spouse to pay Inheritance tax
Connecticut General. Refund,
Connecllcut General Refund
Delta Dental. Refund
Inheritance Tax Refund (not yet received)
,
,,.
'.11,
$40,000.00
143.25
122.76
15.00
, 1JW.8.
'!',
l'
"
"
'II
,,'
",
,"
"
"
'"
,'I,
,
"
'I-'
"
,
"
TOTAL PIUNCIPALRECEIPfS
,
'$578,746.59
II 1-,
"
"
,
"
:,
I,
J,'
,e
/:
",
"
",
"'I
"
;,
Iii
';j
'"
,.;
"
"
'.,
,I.
" " . ,
'Ii. i
.
,/
"
1
.'
,',1
,I
"
'"
I:,
,
"
.
"
,
.,
"
"
J'!
ii',
,.
,
,I
,1.
.'
"
I,;J
'..
.'
'I , P
"
,h Ii
',I
,j'
"
,
,
.'
"
'"
I
Ii'
"
"
",
.'
ii"
"
"
,;,"1
,I, ,1.,'
"
,,'
10,:
,
,.
."
;'
(.
1,'- ._
',,"
!'
j!
'j"r
,,'
,"
"
,j;
Ii
.'
,
."
,
'.
,,'
,I,
"
1
"
.';
, ,
PRINCIPAL DISBURSEMENTS SCHEDULE H
DATE DF,sCRlPTION AMOUNT
03/30/94 Myers-Harner Funeral Home 3,965,00
03/30/94 Stephenson's Flowers 254,35
04/04/94 Pal's Cabin. Luncheon 165,10
04/04/94 Radisson Hotel, Fairfield, NJ (for 137,42
spouse)
OS/24/94 Restland Management Corp. Marker 1,100,()()
RESERVED Co-Executors Commission 35,000,00
RESERVED Altorney Fees 35,000,00
10-26-94 Family Exemption 3,000.00
05/14/94 Register of WlIIs 429,()()
OS/24/94 EVP Systems - stock valuations 3,()()
OS/24/94 Cumberland Law Journal - Advertise 40,()()
Orant of Lelters
OS/24/94 Patriot News - AdvtJrtlse Orant of 183,60
Lelters
05/10/94 PNC - check printing for estate account IO,()()
08/09/94 The Woods - monthly expense for 2,365,()()
August
05/09/94 Falrvlew Professional Pharmacy - 153,64
expenses for medlcals
10/28/94 The Woods - monthly expenses for Sept. 4,730,()()
and Oct,
05/04/94 Fnrlview Professional Pharmacy - 222,87
expenses for medlcals
RESERVED Preparation of 1994 Fiduciary Income 1,137.50
Tax Returns and Payment
~
I
,
I
I'.
I,
I
i
06/10/94 Register of Wills. Payment on Account 40,000,00
of Inheritance Tax
11/04/94 Falrvlew Professional Pharmacy 118.81
11/ 04/94 The Woods 2,365,00
12/13/94 Falrvlew Professional Pharmacy 158.77
R BSER VBD Ruth A, Hosan, Reimbursement of 7,113.58
Inheritance Tax Refund
10/10/94 G, Steven Bosan - Reimbursement for 115,00
wheelchair
10/20/94 Register of Wills - Short Certs, 27,00
11/ 04/94 Boswell Snyder Tlntner & Piccola. 95,10
Reimbursement for Costs Advanced
11/ 04/94 Register of Wills. Additional Probate 70,00
Fee
12/13/94 The Woods 2,365.00
01/05/95 Camp Hill Ambulance 35,23
01/12/95 Falrvlew Professional Pharmacy 10 1.12
01/12/95 The Woods 2,365,00
02/15/95 The Woods 2,405,00
02115/95 Falrvlew Professional Pharmacy 1':'2.16
02/15/95 Falrview Professional Pharmacy 123,20
03/01/95 General Accident. Renters' Ins. 100,00
04/12/95 PA Depl. of Rev. . 1994 Fiduciary 46,28
04/27/95 The Woods 4,810,00
04/27/95 Falrvlew Professional Pharmacy 182.59
05/08/95 The Woods 2,115,00
05/08/95 West Shore Ambulance 25.70
05/08/95 ConPharma Home Care 134.32
09/26/95 Boswell Snyder Tintner & Piccola. 216,95
Reimbursement for Costs Advanced
I,
I
I'
I
/,
,
i
I
I'
I
II
, ,
, "
,
, '
I
II
, I
~
I ~..
I'
"
05/18/95 Register of Wills - Short. Certs. 15.00
05/19/95 Merrill Lynch 125.00
06/07195 Holy Spirit Hospital 135,26
07/07/95 The Woods 2,405,00
06/07/95 Health Force 615,00
06/07/95 Merrill Lynch 125,00
06/14/95 Merrill Lynch 104,71
06/30/95 The Woods 2,405,00
07/08/95 Health Force 5,353,75
07/08/95 Falrvlew Profllsslonal Pharmacy 206,21
08/22/95 The Woods 2,405.00
08/22/95 Health Force 6,906,88
08/22/95 Fairvlew Professional Pharmacy 6250
CBI26/95 Falrvlew Professional Pharmacy 96.29
CBI26/95 Health Force 1,001.25
09/26/95 Boswell Snyder Tlntner & Piccola. 750,00
Reserved for payment of preparation
and filing of final fiduciary income tax
returns
CBI28/95 The Woods 4,810,00
CBI28/95 Health Force 4,804,75
TOTAL $185,443,89 ,
, 'I
, ,
',' ,
'I'
"-,,
$.
,\
I'
I'
"
I'
MICHAEL D. BOSAN TRUST
RUTH A. BOSAN
"/,,
I,
," '{
'.1'
"
t,'
"
"
"
"
'hI
.'
"
';
,.\'
I'
"i
.
"
I'
"
i'li
'U
.'1
I. '11
,',
"
\1"
.'
'I
"',
, '
, ~
,
'0'
;.
!'J!
,,'
':11,
I'
"
'"
.'
$6S,OOO'00
I'
$9S.268.13.
TOTAL DISTRIBUTIONS
, $160,268.13
"i
, .'
. ,
" .
"
1 " I'
, I' I '\
. I I
I I' ,I'
,
, I
Ii',
" .
, " I'
.,' I
, ,
I, "
'jI " ,
.
" . "
.1,1"
I
.. , , , , .' I
.. " "
.
" "
'1, j'ij' I' .'
"
. ',' f,-, .
1 .
I,
"
/ I II"'
"
,j',.
,.;;
,'i.,',::.
"
I I;
I
I' " ,
,
"-,
.'
,.
7.
I .
'I:
",
j,t':
l""t,
j'.
I,,;
\'1':
f i ':
)lriI.
l,r:
11~~:J
V'",/
t:;,;
i ; .~:
(.,.'.i
.\.;',
'\,;;
i),~!
( "
l\11
'I),'i~i~
Ch!j
\:,'
I
l"f
, "1 il-::,
''''
, ',\1'(
, .--i._~:'(J
,- . "i,i
, '.'-'--;:!\
':'1\",_"
, ~!~i.::i
" '-f .~"
"1"
"
"
i',
,
"
"
."
,.
,
MICHAEL D. BOSAN TRUST
"
,"
I',
"
"
"
"
,i'
Cash and Securities
,'.
'I,
II /'
,
,\
I'
"
."
,Jl'
"
'!I'
il. I'
'j,
.\'
I,!'
"
J'
1\1 I, 1,1'
, . ,
( ,
'I
" " ,.
,
" " ,
"
."
"
I,
, 'I
" "
,'~ ' ,.
,.
"
'j.
,. .'
,. ,.
" ,
"
"I',
I,
..
It
"
"
If',
I','
I!
"
'I
!'
,:i
"
'I'
,I
'" 1_
; ''.,,'if,
I'
"
11
'I,
i'
, ,
,
"
IV1 d'
"
"
I.
",
"
"
1:'
.,'
Ill;
'II
"
,
,
"
"I'
, .
"
11
I;'"
",
:-'
"
}',.
I,
,
'j.
"
$237,073.67
j' "
"
"
"
, ,
;'!
'I
,,'
I'
"
"
"
, "
"
..
I ,
I, ',/
,
j'
"
, , "
,
,
,
.' I,
I , "
, , ,.
"
, , 'j
,. i'
,.
"
j, ].
!{,
,.
e:',:
"
,
"
q,
'I
i'
",'j.,
l.'
'1,
\ ,I'
",
.'
"
I'
"
"
"
"
"
Il'
"
\'1' l
"
,I
i"
"
,
,
",
i':,
"
,:
"
'I,:
"
I',
"
,.
"
,"
i
I'
, I
i,,1
~
! '
1\
1 '
,'''''.
I
I
I
..' ,
, .
" ,
"
P4
, STATB ,OF, ONtO , ,
,
S8: "
, COUNTY OF L)l.I_upJ II/V ,..
'I"
Robert Bosan, Co-Executor of the Estate of Mlohael D,Bosan, deceased, being duly
sworn according to law, deposes anrl says that the foregoing account Is true and correct to
the best of his knowledge, Information and belief, and that no persons olalmlng to be
Interested In said Estate as creditors, legatee, nexl of kin or otherwise, have given notice of
their claim to the deponent, In writing or to Boswell Snyder Tlntner & Piccola, Mark R.
Parthemer, allotneys,ln writing,
"~{!*'~,
ROBERT BOSAN
, Sworn to and subscribed
before me this ..J....& day
J: "'tobor, ,,,,.
No
"
t\
,'.'
,I)
'i
, ,
NO'[ AI-ML SEAL
Meronollo F, Mlllur, Nllimy PUlll10
Har(l~bllrg, p" Dou~lliil1 OOlilllV
~~~~~~~l!~~.~l~~.:.!.:!.:~!.~:;!,.
."" ",'
, '
.\,
. ~ ,
",
"
"
, '
,"~ Il'
" "
,. ",
, ,
"
, ,
, I
"
" ,
I, .j
\, "
"
,
'il
n. ,..,'"_,,, .f