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" " ( ,I, .. , " 'p ,t' 'I" ", ;/,' II ::' 'i:',,",' " " I' ," ,'~ !, ,)' : I;n .' , ' :,'1\1 " ~:- ,," I " H, ',.. , ,';,,'.' II, ." '"I V'' ',j",\ I:' )1, ,",:. " \ ~ ..' : ' , , ' ,,'0" I' ':1\, ,,:/ " . ",',1\ . "~I , '< -i. ,,' 'I . , " ',' I I .,' . , ,. ,; l' (:,,1' _; "~I ,; ..' ' ~ ' I " ",," " " 'l"," " , :1' I,,, ',I' I' d .. 'I' , ". " .... ",! ), :' 'I". ',,'.1. " " II " \',.' " . ',',.' ~, " I'I! " , ',I' ') " ,,' , , ",1 " , , , ,.,'l"i' 'I ,', " " ,1'1. ",' ., " " ", , " .", " ,I ,.. " ' ,;' (, , ' ~ ,"., " " I' ',;' " '1. i, 'f' ',I " .'" '.111 , .,~, " ill p, 'I." " " " " /, , " ",f'I> , I'!' ,,' , , ',1' ,<I" '".',1' '" "., ',~{, '/1',' " '. .II ~ . . I ' ~ J . "1'" "I) I" ,,, I' ',; " " ,. " ~ i " . ~ I.'r '>:, 1'\" II," " ".'j' '. " '''', '. 1'.' \, i",,, "':'1" , " .1,1' .,'1" .,' 'I, p, , . ". ", 1\" ,. " ,.... 1, '",', , I " ,~'", ".. '!!';'!.', " , ,':", ',I. J'!' .1' ". ,~ ':"'1' ,',' ','/: , ",) ',I,t,; J , " '.',. ., '" i' '" 1-, ,'1" , "I, " .' "I! '" '" " ,\ i"l':" "~,I ", " , ' , , .' ,i," I' " ',,, /, ,. ., :' ',' , ., I. ',.0 ..' '/'/', ,/. .", I",' " '. , " , ' ,,' ,'1 :', ':) ,,~ ,{ .: " ." "'\". ,II, .,1,1 ',. 01;'," .')1 'j, . ~' :, H' ,." ,,: PETITION "'OR I)ROHATE and GRANT OF LETTERS Estate oj ~'Or9.oJ~.,<)!llx))JLH No,2/'I'l-iZi___ 01,10 kl/own as _.______. __...__________ To: /-! '.: (' (. - /5 ____ ___...,.._. Register of 'lVIIJs for the] '" _, /)('('('0.1('11, Coullty of l:l~l_ X'I~ il~,~__ In the Sodal Se('lIr/ly No, __ J::>'t_?~~2?1)t,_ _ __._ COlluuollweulth of I'ellllsylvanla The petltlou of the ullderslgned respectflllly represents thut: Your pelltlouer(s). who is/ure I R years of uge or older 1111 the exeeut ri x III the last will of the ubove deccdellt. duted _u__.,J.il.llllillyJJc_...un and eodlell(s) dated _,____.._m________._ _.._n__n. named _, 19..2.L. (stille rclC\'Ulll cirClllmlllm'~'~, C,it' rCl1undatlul1, d~'nlh of C~C:clllor, CIC,) l~ecendent was domiciled at dcuth In ____ClImbor] iln~___ County, Pennsylvania, with II lS_las~ falll,lly or prlncifll residence ut_._JiclUlf'lvqdoro Stroet CilJ.:1,!,~_19.Ll'lI_70t L____ (Iht 'ilrCCI, IlIl1llhcr nlld 11l1lIldplllll~') Deeentlem, thep 65 __ .. y~urs of IIge, died..__^yril 13, , 19 94 at I3nctgo '? llbi.r, l1'onll-owslnre COllntVL.Scotlilncl , Except as follows, decedent did lIotlllllrry, wus not divorced nlld did 1101 huve u child born or adopted ufter execution of the will oHercd for probatc; WIlS liotthe victim of u killing und wus never udjudleated Incompetent: ________...__________._ Deeendelllut deuth owned properlY with estlmllted vlllues liS follows: (I[ domiciled ill I'll,) AlIl'ersonul properlY (If not domiciled In I'u,) I'ersonlll properlY in I'enllsylvunlll (If not domlcllcd in I'll,) l'ersonlll properlY In County Vulue of reul eslUte III l'ennsylvlInlll Iltuuted us follows: _______ $ 400,000.00 $ $ $ WHEREFORE, petltioner(s) respectfully presented herewith und lhc grnnt of lctters_ lheron, req\lest(s) the probate of the last will and eodlcil(s) tCS\:illmnWry (ll'slnlllclIllU)': lldmlnhlrnllnn c,(,a.j admlnlsU81lon d,b,n,c,t,a,) ~ fi "'- 'il" o:lJ g lij ".. ll'~ ~ 0 j (. 4' '... ("IIY~' './~J4<--t...J / .- ciII:orYI1 C. Osborn 632 1301.'L..eQ.QJ:Q Street _.-Cill'1 hll" I Pl, 17011 =- OATH 01<' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSnV ANIA };lS COUNTY OF _ .. ClJ/iiBEIUIIND . Thc pClltloncr(s) IIbove.nlllllcd swear(s) or ufflrlll(s) thllt the stlltemellts III the foregoing petition arc truc lInd corrcet to Ihe hest of Ihl' knowledge lIlld helieI' of petltioner(s) lInd thaI us personal represen. tutlve(s) of the IIbOl'e dccedcnt petitioner(s) will '~Cllllnl!'lruIYlldml;Je: ;l~stateCOrdi~ law. SW~l[n tll. l~r. II t'fi fIIu:.d, 11111.1. "Ul.'scr.lhc.d {' ~~'4'- I.!!.J:...!.,u'-:.....c.,.. .....,"'-~- ~ before 111C i1lls ". ,,;l ,? . (IIIV 01 .' / - '3 . . -lIj"W.11 -'-- ,-~ I <)q --CfW'olVf1c.-CTiilxn-n - IS 1))Ii1df;c.;J;U2Z~flii~/:1;;2;j _.-..--......._.....-----__-.-=-.==! i, , N :if / Yly Extract of an entry In a REGISTER of DEATHS ReylslmllulI of 1I1/Ilis, Dellllos 1I11e1 MllrrlllYos (Scot/lIIl1l) AI:I 1965 D(P) 454282 ~::.'II(Q_6J.~ _'''__.. __te,":J99.6I-_____ ...~J~"::~/_\5_Y____,__. RHIISII'RI'I>INIIII'IIISIRI<"IOI vQlvv~l..e. .______....._n__._.__ _._______..__._~_.___.+._._. __ _._...___________.._..._ ..,..__.__ ___,_.___.___. ____'_. _______._.. I. SIIIIlIIIlIC -._____ ,u__D.s,6,o~,L Nllllle(I) pjeeIlP.ii;;'i.-I[;;,(j!,,~.k/LO:x.....- cIJYJ...QL --uf...LJL...-te.d..u 4, MllrlllIl \, Dale __~I~~Il_\ rllw~ed.._ u_ I:rhi~'h 7, NIlIIIC(S', slIrname lI11d (ICl'Ul'alioll or SpOlI.~~,(,) ---- ".-C~I.L__CJ"...~-,..---...__.--.--"-.,-,-------,.-------- (n 'Uu ^.L 1'10ti!.eI1...t.h 199!-H, D...f6u O.sMuJ\.S . m;1\'I'1I , , 2. SI'X <<1.. Q~' . "",~---C~U'ec1J_.____,. , ellr MOllO Dal' (" ^~e . /9 ~.~ _.._~_um__~_~ -<OV'I,.'::t20J\S; . ii:-,vi,rii'llul wher e died I . 9:~\UI~~~iIT~~(;~I~'!~~~'i^1~~~~~'~'-," __'un,. -____m_C~u.,e t&vu..~ L va/kG. ,u..!I.J.J..eCi. _(il~()_fe<J 10. Nnlllc(s), surname nlld UCCllpatlof1 M fnlh~'1 -V' II. Nalllc\h), surnallll.'(\1 nnd maiden SIHlHlIlIl' of lIIother -..[j'sXJltlL LC/1...o..x.. "O~6::)IYL" ___m__~'.L~~__,_,____ ----.".. ...C d.f:C..~ed..)__.______.. ,--..r;;d..ec..R..o.JJ..eCL,L_________ 12, Ca",o or delllh .!)_G.c..u....Ce.._ 6-V-'Ye.JJ~Jo.J::"'~X___ -~t~___,LlS_cfv.leL{L.c...tleaJ'J:..._{10 eQ..,D,_e______nu__ -..- (c) .--0___- II . o..L,..:c€.___O_d.601::-:1l._.__nu_ u[f(L.!i,."Sp-,..d:.~ _(~I~i_rl~'~ .1~t:~""'~~..~~le(~~ill~~lclliiolle~.., (~.'nuV(:^:../l e ~_y;~,_ ... _n_.., ..__ m__._.__.___..._ .---_._.___._.._..___._..._____u____ 13, IlIfOlIlIlIlIl" ligllllllllC, U. i.lLO' .~, . . I qllllliflelllloll ,~~" x.."':>." ,f~, ,'^:-c" ".. {~(L)1~,_v.':1,__~Q..<..S nlld lldd.ell ..__~~..-.., ..,----fD"r"L't;G', 'rrOJ[..-(:tv-eLlUJ~ 1-1J.~,e_~ Y.S.~_. 14, ~~:::~Ied 19Y~~"-' ~~h ~%- I,S,,,,,,""'''''~,',~('\9''~~L-'~'''''''''''''''' I.,. CUIU' '-' 1I1'8I.\11C11 --.-----..- -.-.- .-.--- _._-.-..._------------_.__.__.__._---_._-'"----_._-_...... If>, ..--.---------------.- ---------'---__0_.____--------. ~ EXTRACTED from tho Rogister of Doaths for tho District of , , , , , , , , , , , , , , , , , , , " , 9" " '" , , , , , 'I this, , . , , , , , , , , . , , , , , . , , , , , , , , , , , . , . .1 ~. ~~, , , , , . , day of , , , , , , , , Q.p,~, , , " """"" 19 9N..t ,t:O..,f{\!:\9,~~~ Ttlllllll(I"'11 p..,IIt;ul.us IW(lflllll,11l1 ,If\~ 'i1l1l'iUqUlIfll C WlIJ( IWI\5 1'/ ,lJlIU/,dfllttlllf, to Ow lIl'OIll'II unllY t1\,ldl' Willi ltw '1I11l1Ilfll~ 01 11111 n!'I'I~I/.t1 lll'II"',11 TllI~ fnlfjlt;1 IS v"IltI on I'!' II II hil,~ I,UUIl ,llllhl'/1lu;"lml Ity Ow ~I(I!1II1lUtt olllw III lUIl:I 1nlll!,lflH 01 il~~ISlo1111 f()HI~If.o II I till p,HlILlI!,"~ Hl 11Il' rllhr""ttll IIIllti' In IIII! !l1,llulIIlY 'f'!JI~lllt hd"'lJ IHHlfl fupl()(lur.t!d hI' pllOlll'\,',lpll'(. (!~JO\l/d,'Ii'( Of ..om.] 01111" ~HlW,tllI"~:U~" IIII' !.llIll"llHU 11l1l~1 h,wtJlllll!l\ 'IItdlld ,ll!lH Uw IlIplmltH 1,1'1\ It,h Ilt'ftll m,ult' ^ 1I'!lI~1rM ""II Illllhonhcillo /1t,1'!' Hilt rUpr/l/IUl.lItUl\ wludl l'd.I' hllt'l) pfOdlll"I111 Ill' 111m W,nlllll!1 I I . ~ .!" ,,! I H ". ,. I,,,. I<' I ',' I ,. " " I'. t.' . ,I II II,. I' ,I' " ,'" ' . , ,',' ' .1 , I ',', ", 1 ,,', '" I..' , ' ,. II, ,I ", I ",(I,I.ll'.II".,II.I',I""i'''''''.,I.I".,,1,,I'' 'I' I If, '''''' 1 I."" ,L ,', Ii., I, I", '1'1, ,r," ""","""1" 1,,1, ""III", ill,\, 1"'1,"" ','.1,,, 11"',1, ,1''''1' ,. , ..' I I' ,'I ',"I.LI,,',III, "I II". ",,;\ I " ." ,.1," 1'1' ,,, ",,',,10" " , , .' .. .. of my death will be reduced by making this gUt for her benefit, I devise and bequouth to my said wife, absolutely, the least amount of assets in my estate that qualify for the marital deduction as will be suffl~ient to redu~e the Federal Estate tax to the lowest possible figure after taking into account the unified credit dnd all other credits and deductions available to my estate for Federal Estate tax purposes. Accordingly, I direct: A. If the marital deduction, or any similar benefit available .under the Federal Estate tax law in effect when I die, is allowable with respect to any property, including property held by the ~ntireties, which my said wife has received prior to my death or at my death will receive otherwise than pursuant to this Item III, the value of such property shall be taken into consideration in calculating the size of the gift under this Item III. B. No assets nor proceeds of any asset ineligible for the marital deduction, 01" any similar benefit, and no assets nor proceeds of any asset with respect to which any tax credit or , . deduction shall be available because it shall be subject to both Federal Estate and Federal Income taxes (except to the extent that such allocation is necessary to reduce Federal Estate taxes in my estate) shall be allocated to the gift under this Item III. C. Cash, securities and other property, including real estate and interests therei n, may be a110ca tp,d to the gi ft under ,thi s Item III. ~~11~ " , 0 , . .. ,0 D. Any proper'ty included in my estate ,at the time of.my death and ~llocated in kindundor this Item III shall be valued for that purpose at the value thereof as finally determined for Federal Estate tax purposes; provided further, that the aggregate fair market value of such property, including cash, on the date or dates of allocation to the gift under this Item III, plus the value as finally determined for Federal Estate tax purposes of all other property qualifying for the marital deduction, shall amount to no less than the value of the marital deduction as finally determined for Federal Estate tax purposes; E. If any provision of my last Will shall result in depriving my estate of the mari tal deduction for Federal Estate tax purposes, such provision is hereby revoked, and my last Will shall be read as if any portion thereof inconsistent with the allowance of the marital ded~ction for Federal Estate tax purposes is null and void, ITEM IV: I devise and bequeath the residue of my estate of every nature and wherever situate, including any property over which 1 shall have any power of appoinl;ment, Lo Iny Trustee hereinafter named, IN TRUST, for the follOWing uses and purposes and subject to the follOWing terms, conditions and provisions: A. My Trustee shall pay all of the income therefrom to my said wife during her lifet.ime "1n such periodic installments as she and my Trustee shall find convenient, but not less frequently than quarter-annually. B, My Trustee shall be fully authorized and shall have ~r~~ " the sole discretion during the lifetime of my said wife to pay to her or to expend for her benefit so much of tho principal of the Trust as my Trustee shall deem necessary or advisable fl'om time to time for the support, health and medical care, and maintenance in reasonable comfort of my said wife, taking into consideration all other income and other resources available to her for such purposes from all sources known to my Trustee. C. In addition, my Trustee shall be fully authorized dul"ing the lifetime of my wife wi th her written consent, unless she shall be incapabla of giving such consent, to pay to her, or to expend directly, for the benefit of my mother, Alice S. Osborn and my wife's father and/or mother, John Craig and Lucile S, Craig, and so much of the principal of the Trust as my Trustee, in its sole discretion, shall deem necessary or desirable from time to time for the support, health and medical care, and maintenance in reasonable comfort of my mother and my wife's parents, taking into consideration all other income and other resources available to them for such purposes from al] sources known to my Trustee. D. In addition to the above provisions, my said wife shall have the power to direct my Trustee to pay to her or to apply out of the principal of this Trust in each year, including the year of my death, an amount not in excess of the greater of Five Thousand ($5,000.00) Dollars or five (5%) percent of the then aggregate value of the principal of this Trust. This power shall be non-cumulative and my be exercised only by an instrument in writing signed by my said wife and deliverlld to my Trustee. -fi,n. ~~ '. E; . Upon the death of my said wife, or upon my death if. she predeceases me, this Trust shall terminate, and the then remaining principal and any accrued or undistributed income therefrom shall be paid over, conveyed and distributed, discharged of the trust, as follows: (,1) Unto my daughter, Carolyn L. Osborn, provided she shall be then living. (ii) Should my said daughter be then deceased unto her then living issue, per stirpes. (iii) Should my said daughter be then deCtldSed without then living issue: (a) 12t% thereof unto Stanford 'University, Class of 1951 Fundi (b) 12t% thereof unto Stanford University', Class qf 1952 Fundi (c) 25% thereof unto Middlebury College, Clasa of 1980 Fund; (d) 25% thereof unto the Military Eduoation Foundation of New Yorki (e) 25% thereof unto Lincoln Fund of United States Mili~ary Academy, West Point, New York. ITEM V: I appoint Farmers Trust Company, of Carlisle, Pennsylvania, Trustee of the trust created under Item IV. If my Trustee shall merge with or be consolidated with another corporate fiduciary, such corporate fiduciary shall succeed to all the duties and to all of the powers, including discretionary powers, herein granted to my Trustee. :#?f! ~ ~~ . ITEM VI: The following provisions shall apply to the Trust created under Item IV, above: A. In case the income or any discretionary payments of principal become payable to a minor, or to a person under legal disability or to a person not adjudicated incompetent, but who, by reason of illness or mental or physical disability, is in the , opinion of my Trustee unable properly to administer such amounts, then such amounts shall be paid out by my Trustee in such of the following ways as my Trustee shall deem best: (1) DirectlY to such beneficiary; (2) To the legally appointed guardian of such benefici alY; (3) To some relative or fri end for the support, health and medical care, and education of such beneficiary; or . (4) By my Trustee, using such amounts directly for such beneficiary's support, health and medical care, and education. B. No beneficial interest under the Trust, whether in income or pr~noipal, shall be subject to anticipation, assignment, pledge, sale or transfer in any manner, nor shall any beneficiary have the power to anticipate, encumber or charge such interest, nor shall such interest, while in the possession of my ,Trustee, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary. C. Any j ncome, accrued or undistri buted at the termination of any estate or interest, shall be paid by my Trustee as incameto the persons entitled to the next successive interest fl~ /( /J:;, . " , . . . " ""', , The ~r~ceding instrument, consisting of Seven (7) typew~itten pages, 'each identified by the signature of the Testator, was on the,datethereof, signed, published and declared by George K. Osborn, the Testator the~ei~ named, as and for his last Will, in the presence of us,who, at h:ls request, in his presence and in, ,. the presence of each other, have subscribed' our names as witnesses hereto. , JJeiJJ. " it;}) !? Q~~~ .. II " ,. ,I' ; " " , .. (" ,. , 'j " ',. , , " , , ' " " " , , " ',1' " " "" "it .. '", , , "',1 ,"j , " " " , ,l.' ,. " , ! ~ .~ NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Georqe K. Osborn , deceased, No. 374 of 94 TOI Farmers Trust Company (beneficiary) One West High Street (address) Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: You are the Trustee of the Trust created under Item IV of the Wi 11. (if additional space is needed, use back of page) Name of decedent George K. Osborn Last known address 632 Belvedere Street, Carlisle, PA 17013 of decedent Date of death------Apr.i,Lll,----L9.9.4 Place of death Bridge of Weir, Renfrewskire County, Scotland County of grant of original letters Cumberland Decedent died x testatE'! intestate. A copy of the will x is is not attached. Name(e), address(es) and telephone number(s) of all personal representatives appointed Name Address Te 1 ephone ~arolyn C. Osborn 632 Belvedere Street, Carlisle, PA (717) 243- __,._,___,___________.'.____,_____,_u__.,___.... u q 9 8 NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Georqe K. Osborn , deceased, No. 374 of 94 TOe Carolyn C. Osborn 632 Belvedere Street (beneficiary) (address) Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as followsl Provided you survive your husband by 30 days you inherit any tangible' personal propety passing under Item II of the Wi 11, ~ou are the life beneficfary of a Trust created under Item IV of the Wlll, and' (if additional space is needed, use back of page) Name of decedent George K. Osborn Last known address 632 Belvedere Street, Carlisle, PA 17013 of decedent Date of death IIpri 1 11, 1 qqd Place of death Bridge of Weir, Renfrewskire County, Scotland County of grant of original letters Cumberland Decedent died x test.ate intestate. A copy of the will ~ is is not attached. Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Address Telephone 632 Belvedere Street, Carlisle, PA (717) 243- --------,'lf9' 8 Carolyn C. Osborn * the beneficiary of any ill1lounl which might. PXCI'I'e1 tl1l' unified crprlit under Item) 11 of t.he Will. . Name(s), address(es) and telephone number(s) of all counsal' , . Name Address Telephone Dale F. Shughart/Jr. 28 S. Pitt St. / P.O. Box 208, (717) 249-8300' Carlisle, PA 17013 Additional information may be obtained from Date 4/27/94 Signatur Name Dale F. Shughart, Jr. Address 28 S. Pitt St., P.O. Box 208 Carlisle, PA 17013 Telephone (717) 249-8300 CapllcitYI__ Personal Repres~ntative , ,. x Counsel for personal representative " , , , " " ,\' " , , ,. " , " '.. " ,. ." ,. ,:,1, .,. , , ,! ,,' I ,I' " , ,. , . , " "t. , '.' , " .1 " . i ~If E 0 C ~ C K K S F. 11\/./:) / I " .'\ ()~ INHERITANCE TAX RETURN RESIDENT DECEDENT COM~F~."h~W0'01c:~(\1l'll'&~ANIA (TO BE FILED IN DUPLICATE H'RRISi5~0,~A lPIII-O,., WITH REGISTER OF WILLS COUNI'ICOOE OECEDENrs NAME (LASTI FIHST, AND MIOOlE INITIALj OECeDENT'S COMPLETE A(}('RESS Osborn, George K, 632 Belvedere Street Carlisle, PA 17013 REV- 1100 E1.. (II-'ll socrAL Sf,CURITV NUMBEn 554-22.2797 X 1, Original Roturn 04, De, Umllod EslslO 04a, 07, FlllUlo Inlorosl Compromlso (lor dolo' 01 doalh shor 12-12"82) Docodonl Malnlalnod a IJvlng Tlu,l (Altoch a copy of Trll'l) Docodonl Dlod To,loto (Altoch copy 01 \\;11) R E C A P I T U L A T o N T A X C o M P U T A T o N Copy,lghl(t) ,IUllolm lollwlU only CI"I.r Pilei Sollw'", Inc, C!....-- FOR OATEO OF DEATtf AFTER 11111101 CHECKHEAE IFASPOUSAL 0 POVCATYCAl:OITI9CLAIMEO' , FILE NUMBER COMPLETE MAILING ADDRESS Fowler, Addams, Shughart 28 South Pitt Street Carlisle, PA 17013 None 365,510.90 None None 133,21.4,95 (1) (2) (3) (4) (5) (6) (7) -0- None C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: o 0 NAME R N II 0 Dale F, Shup,hart, Jr, ~ ~ THEr"ON' NUMOER - T 717 249.8300 1, Roal Esloto (Schodulo A) 2, Slock, and Bond, (Schodulo B) 3, Clo,oly Hold SIocklParlnor9hlp Inloro,' (Schodlllo C) 4, M.rtgagos and Nol., Rocolvablo (Schodlllo D) 5, CS'h, Bank Dopo,", & Mlscellanoous POlsonal PlOporty (Schodule E) 6, JolnUy Ownod Prop arty (Schedulo F) 7, T,on,lora (Schedlllo G) (Schodlllo L) 6, Total Groso As,ol' (Iolal IInosl-7) 8. Flllloral Exponsos, Admlnlstrativo Co'ls, MlscollonooLls Expon,os (Schodulo H) 10, DobiS, Mortgogo Uablllllos, Uens (Sehodulo I) 11. Tolal Doductions (Iolalllnos 9 & 10) 12, Nol Valuo 01 Eslolo (IIno 8 minus 1111011) 13, Challlsblo ond Govtrnmonlol Beqll09\' (Schodulo J) 14, Nol Volllo Sub ocl 10 T/l)( IIno 12 mnusllno 13) 15. Ameunl olllno 141l\)(ablo 016% '010 (InclLldo valuos Irom Schodulo K 01 SehodLllo M,) 16. Ameunl olllno 141l\)(ablo 0115% ralo (Includo values lrom Schodulo K 0' SchodLllo M,) 17. Principal ts)( duo (Add II\)( Irom IIno 15 and Irom IIno 18.) 1&, Credll./Sp Povorty Prior Paymanls Dloeollnl + 25,000,00 + 1,315,79 18, If 11110 161s groalor Ihan IIno 17, onlor Iho dlfforollco on IIno 19. Thl,lslho OVEAPAYMENT, ~ 0 ICheek har_1f you are requesting a refund of your overpayment I 20, 1111110 1710 grealor than line 16, enlor Iho dllforollco on IIno 20. This Is Iho TAX DUE, A, Enlor Iho Inloro,l on Iho bolanco duo on II no 2DA. B, Elllor tho tolol 01 II no 20 and 20A on lino 20B. Thl' Is Iho BALANCE DUE, Make Check Po able 10: Re Islor 01 Will, A ent .... BE SURE TO ANSWER ALL aUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. Undlr plnllU.. of plljllrr'. I dIe"'" Ih.IIIl..... lIl"mlntd Ihl, '1Iurn, Intlurfll\lJ ICCQmll~'ch.du'.. and Sllt'mlnt., and 10 lh, bill 01 my knowf.dg.lnd blh,f, Ill. trUI, corr,r.tlnd compl.'t, I dICIl,tlnl"lIIUlutltt hi. bun "porlttl IIIIU' Inllhlvalul. O'cLArAtlon of prtp"" 0111" Ihan Ih, pUlonalllp'lI.nllllv.'. ba..d on ,Ulnfarmlllan ot whlchprlpa,.,hl.anyknowl.dgl, SION>\T E OF PERSON AESPONSIB ItGR FILING RETURN tDDRfS3 (/, d;~, " . L J I.................................................... '" roiy~~~,.i) ~.7 C~.M~t;~~~x~..m~.j~..........................9i)8/94 sla~'T ~ 01;Ern~, .,:...-;AOT~,I.l:-lfft":')J.I::NTnTlv' nnon,ss Ue:\ 1'1 L !..?~!!'F." .~~I.C!~~I!'.". ~!l.l!etl!l.I:~.~. .~~'!l.~!~__.......... 28 South Pilt: Stroot. Delle ''', Shughill't., .Jr" I':sq. c;;ljis'ie ~. 'I;A" Db.!").................... ......... DATE Of: BIRTH 02 24 29 eoo",y Cumbor1and Sllpplomonlol Rolurn ----OUomalndot' Rolurn (lor dalos 01 doslh p,lor to 12-13-62) o 6. Fodoral Eolalo Tax ROlurn RoqullOd o 6. Tolal Numbor 01 Sulo Depaoli Bo,os (6) (9) 26,514.20 (10) 20,556.08 (11) (12) (13) 14 (15) 451,685,57 )( ,06 II (16) 0,00 X ,16. (17) Inlorost (18) (19) (20) ( 20A) ( 20B) 21-9/.-0371. YEAR NUMBER & Rundle 498,755,85 47,070,28 1.51,685,57 Nono 1151,685,57 27 , 101.13 0,00 27 , 101.13 26,315,79 0,00 785,34 0,00 785,34 DATE OATE 9/8/94 Fot. f500 IR~ ", . REV - IIOUX + I....) COM~'lI\l~~{\~W~f1YAN'A SCHEDULE B STOCKS AND BONDS ESTATE Of' George K. Osborn SS# 554-22-2797 04/13/94 -owned wfth RI hI 01 Survlvor.hl mu.l be dl.ololld on Sohedule F. DESCRIPTION 1,000 shares, Airtouch 200 shares Bankers Trust NY Corp x dividend 3/24/94 at .90 per share 3 500 Barclays Bank Pfd Ser A 4 1,600 Exxon Corp 5 100 HSBC Holdings PLC NE 6 200 Hong Kong Telecomrn 7 100 Horgan JP & Co 8 600 Nuveen PA Invt x dividend 4/1/94 at ,088 per share 9 1,000 Pacific Telesis x dividend 4/8/94 at ,545 per share 10 1,000 Pacificorp 11 200 Shares Proctor & Gamble 12 2,000 SCE Corp x dividend 8/29/94 at ,3550 per share 13 200 Wa1mart Stores x dividend 3/15/94 at .0425 per share 14 500 shares Standard Chartered PLC 15 200 shares ELF Aqui taine ADR 16 300 shares Ingersoll-Rand Co 17 3,500 shares Nuveen Po. Investment Quality Muni Fund x dividend 4/9/94 at ,0883 per share TOTAL Also unlBl on line 2, Reo hullUon (II more spIce Is nooded, InSOll .ddltlonaJ .hoots of same size,) COPY'lahl fel'''' form .oflwltI only C.nt.r Pl.u 80ftwltI, lne, PILE NUMBER 21-94-0374 VALUE AT DATE OF DEATH 22.688 22,687.50 69.875 13,975.00 180.00 26.688 13,343.75 61. 313 98,100.00 120.366 12,036.60 54 . 126 10,825.20 80.250 8,025.00 15.938 9,562,50 52.80 31.188 31,187.50 545.00 17.500 17,500.00 53.250 10,650.00 16.188 32,375.00 710.00 25.438 5,087,50 8.50 16.00 B , 000 . 00 34.75 6,950.00 37.0625 11,118.75 14.9375 52,281.25 309,05 . 365 510.90 RF,V. 1101 EX. IH') COM~N\l\l~~~~W~/hYAN'A SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Geor~e K. Osborn SS# 554-22-2797 04/13/94 Joint t.n.nt{.): A. NAME Carolyn C. Osborn ADDRESS 632 Belvedere Street Carlisle, PA 17013 B. Carolyn L. Osborn 3761 Madison Lane Falls Church, VA 22041 c. JolnUy-owned property; FlU! NUMBER 21-9~-0374 RELATIONSHIP TO DECEDENT wife daughter - - ITEM ~R DATE TOTAL VALUE FOR MADE DESCRIPTION OF PROPERTY DECO'S OOLUR VALUI! OP NUMBER JOINT OF ASSET !lINT. DI!CI!DENTI~REST TENANT JOINT , 1 A,B 10/01/86 Farmers Trust Co, 50,00\ Checking Aeet 6.86972 Principal Interest This aeet, was intendod to be established as a acet, owned solely by George K. Osborn and Carolyn C. Osborn, as tenants by the entireties, The Bank was provided a Power of Attorney from the Osborns to their daughter, Carolyn L, Osbon., She was to have signaturo authority as a POA and no ownership interest, The Bank erred and that error has been corrected, This item is not taKable. TOTAL (A1so.onIO! on Ilno 0, Rocapllul.llonl ______ ____ 0,00 (II mol. .paco I. noodod, Insoft .ddlllonaJ .111101. of limo SilO,) Copyrlghl(e)lUt lorm .oltw.,. Ollly e'M" Pile. Sullwlt.llnc, I nil" .100 Plch.llul. F In.v, U~"l , '. ATLANTIC MORTGAGE & INVESTMENT CORPORATION 4348 SOUTHPOINT BLVD., SUITE 101 JACKSONVILLE, FLORIDA 32216 (904) 296-1400 MAY 23, 1994 PAYOFF STATEMENT LOAN NO. : INVESTOR NO.: 200190 600 LOAN TYPE: CONVENTIONAL FHA/VA CASE NO. : MORTGAGOR(S) NAME: GEORGE K OSBORN CAROLYN C OSBORN PROPERTY ADDRESS: 632 BELVEDERE STREE CARLISLE, PA 17013 TO: FOWLER,ADDAMS,SHUGHART AND RUNDLE 28 SOUTH PITT STREET CARLISLE, PA 17013 WE ARE PROVIDING YOU THIS PAYOFF STATEMENT, AT YOUR REQUEST, FOR THE PURPOSE OF DISCLOSING THE BALANCE NECESSARY FOR PAYING SUBJECT LOAN IN FULL. THE FOLLOWING INFORMATION AND BALANCES IS RELATIVE TO THIS LOAN AND SHOULD BE HELPFUL IN COMPLETING THE PAYOFF TRANSACTION. $ 35,901.96 -168.20 .00 .00 35,733.76 PRESENT PRINCIPAL BALANCE: INTEREST TO 04-13-94 SEC REQ (S) FAX (7) TOTAL BALANCE TO PAY LOAN IN FULL $ INTEREST RATE 9.50000 INTEREST PAID TO 05-01-94 STATEMENT OF BALANCE NECESSARY TO PAY LOAN IN FULL ON OR BEFORE APRIL 13, 1994. FUNDS RECEIVED AFTER APRIL 13, 1994 WILL REQUIRE AN ADDITIONAL 9.34 INTEREST PER DAY. PLEASE REMIT FUNDS PAYABLE TO ATLANTIC MORTGAGE & INVESTMENT CORPORATION AND SEND TO OUR STREET ADDRESS: 4348 SOUTHPOINT BLVD., SUITE 101, JACKSONVILLE, FLORIDA 32216. IF FUNDS ARE NOT RECEIVED AT OUR STREET ADDRESS, ADDITIONAL INTEREST MAY BE DUE. THE BALANCES ABOVE ARE SUBJECT TO FINAL VERIFICATION BY THE NOTEHOLDER. BALANCES MAY BE ADJUSTED IF ANY CHECK/MONEY ORDER PREVIOUSLY RECEIVED IS REJECTED BY THE INSTITUTION UPON WHICH IT WAS DRAWN. PLEASE BE ADVISED OUR OFFICE RECOGNIZES NATIONAL HOLIDAYS. TO AVOID DELAY AND ADDITIONAL COSTS, WE SUGGEST YOU CONTACT OUR OFFICE TO VERIFY OUR HOLIDAY SCHEDULE PRIOR TO REMITTING THE FUNDS TO PAY THE LOAN IN FULL. ................................................................... ATTENTION: LOANS THAT ARE ON THE DIRECT PAY PROGRAM ................................................... BORROWERS THAT ARE ON DIRECT PAY AUTHORIZATION SHOULD NOTIFY OUR CASHIERING DEPARTMENT THIRTY (30) DAYS PRIOR TO PAYOFF. YOU MAY FAX YOUR CANCELLATION NOTICE TO OUR CASHIERING DEPARTMENT AT 904- 281-0732. XP141 '.' .' .', ., CONTINUED PAGE 2 200190 ..CLOSING AGENTS SHOULD INFORM THE CUSTOMER OF THIS NECESSITY..... ANY PAYMENTS DRAFTED ON OR AFTER THE PAYOFF DATE WILL BE HELD FOR 30 DAYS TO ENSURE THAT FUNDS HAVE CI,EARED BEFORE WE WILL RELEASE THEM. ...................................................................... AS OF THIS DATE/ THE ESCROW BALANCE IS 1487.01. THIS BALANCE IS SUBJECT TO CHANGE IF ESCROW BILLS (IE./ TAXES/INSURANCE) ARE PAID OR FUNDS ARE RECEIVED PRIOR TO PAYMENT IN FULL. WE SUGGEST YOU CONTACT OUR OFFICE ON THE DAY OF CLOSING TO ENSURE THE ESCROW INFORMATION HAS NOT CHANGED DUE TO PAYMENT OF ESCROW BILLS. ANY REMAINING ESCROW BALANCE WILL BE REFUNDED 21 BUSINESS SAYS AFTER THE PAYOFF IS PROCESSED. PLEASE BE SURE TO INCLUDE A CURRENT MAILING ADDRESS WITH THE PAYOFF FUNDS TO ENSURE PROPER DELIVERY OF REMAINING ESCROW FUNDS. . PLEASE NOTE/ IT IS YOUR RESPONSIBILITY TO CONTACT YOUR INSURANCE AGENT TO CHANGE THE LOSS PAYEE AND/OR CANCEL THE EXISTING INSURANCE POLICY. WE WILL NOTIFY THE PROPER 'rAXING AUTHORITY 'I'HAT THE WAN IS PAID IN FULL. HOWEVER, WE SUGGEST YOU CONTACT YOUR TAXING AUTHORITY AND REQUEST ALL TAX BILLS BE MAILED TO YOU DIRECTLY TO AVOID ANY PENALTIES. SHOULD WE RECEIVE TAX BILLS AFTER THE LOAN IS PAID IN FULL, WE WILL FORWARD THE BILLS TO THE MORTGAGOR. IF THE FUNDS RECEIVED ARE NOT ENOUGH TO PAY THE TOTAL BALANCE (IE./ ACCRUED INTEREST OR UNPAID FEES)/ WE WILL DEDUCT APPROPRIATE FUNDS FROM THE ESCROW ACCOUNT. IF THE LOAN IS NON-ESCROWED ACCOUNT OR THERE IS AN ESCROW ADVANCE/ WE WILL CONTACT THE CLOSING AGENT OR THE MORTGAGOR AND ATTEMPT TO COLLECT THE NECESSARY FUNDS TO PAY THE LOAN IN FULL. LATE CHARGES WILL CONTINUE TO BE ASSESSED ON ANY UNPAID INSTALLMENTS, IN ACCORDANCE WITH THE TERMS OF THE NOTE, UP TO AND INCLUDING THE DATE OF PAYOFF. THE LATE CHARGE AMOUNT FOR EACH UNPAID INSTALU1ENT IS 28.72 AND SHOULD BE ADDED TO THE PAYOFF AMOUNT. IF YOU WISH TO OBTAIN UPDATED BALANCES, PLEASE CONTACT OUR OFFICE TO ORDER A NEW PAYOFF STATEMENT. SHOULD YOU REQUIRE DUPLICATE STATEMENTS FOR UPDATED FIGURES VIA MAIL OR FACSIMILE/ A DUPLICATE STATEMENT OR FAX FEE WILL BE ASSESSED AND MAY VARY DEPENDING ON LOAN TYPE. WE ARE UNABLE TO GIVE UPDATED BALANCES VERBALLY. IF YOU HAVE ANY QUESTIONS OR NEED FURTHER ASSISTANCE, OUR CUSTOMER SERVICE STAFF IS AVAILABLE FOR YOU. PLEASE FEEL FREE TO CALL THEM AT (904) 296-9743 OR 1-800-288-2642. THANK YOU. CUSTOMER SERVICE DEPARTMENT XP142 \ " , .. AEV-1I13EXt 12-871 COMtm,(!1~~{\'~~;l1tYAN1A eSTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 21-94-0374 Geor e K. Osborn -ITEM NUMBER SSII 554-22-2797 04 13 94 RELATIONSHIP AMOUNT OR SHARE'OF ESTATE NAME AND ADDRESS OF BENEFICIARY 1 A, Taxable Bequeste: Farmers Trust Company One West High Street, Carlisle, PA (Beneficiaries of Residuary Trust under Willi Csrolyn C, Osborn, surviving spouse and efter her death, decedent 's daughter or then living issue). entire TruB tee ITEM . NUMBER NAME AND ADDRESS OF BENEFICIAF\Y B, Chlll1table and Governmontal Boquesls: AMOUNT OR SHARE OF ESTATE " , ' " " TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o onlor on IIno 13, Rec.pllulatlon) III moro spaco I. noodod, Insor1 addlllonal shools 01 sal110 slzo,) Copyright Ie) '"llo,m 'Oftw.fI only C.n1" Pj,c. Sollwl'" Inc, . 0.00 Form 1&00 Sch.dul. J (A,y, 2"87) , ' R~.1547 EX AFP (08094* KHOHWEAlTH Of PF.NNSVlVA~IA EPARTHE~T Of REVENUE NOTICE OF INHERITANC~ TAK laUREAu Ilf IHOIVIOUAt mlS APPRAISE HE NT, ALLOWANCE OR DISALLOWANCE ::mis~~~~:lpA 11128-0601 OF DEDUCTIONS AND ASSESSHEIH OF TAK DATE 12-26-94 JIDA'I'E OF OSBORN - GEORG = K - - .,.. FILE NO. r 94:0374 DATE OF IlEATH 04-13-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAK PAYHENT TO THE REOISTER OF WILLS, HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AOENT" REMIT PAYMENT TOI 5'-leu; ':< /1/ ._ )()",. 1_6 DAL E F SHUGHART JR FOWLER EYAL 28 S PITT ST CARLISLE PA 17013-9746 ACN 101 . \ l~l, - REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 L j AMount Ronlthd CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV: i54"1" EX -A W" fo is": 9''-i - HoYi c r"o F" "(Nit iif i f AifcE "i'"AX - iiP' PRA" i ii iioiE'Hr; "A i. UiWAifcE - iiri.. -" -"." no - -" - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OSBORN GEORGE K FILE NO.21 9(,-0374 ACN 101 DATE 12-26-~4 If an aBIBssment was issued previouslY, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of ~ returns as.ell.d to date. ASSESSMENT OF TAX I 15. AMount of L1nl 14 .t Spou.1l rmh 16, A.ount of L1nl 14 to.lblo .t L1n..l/ClIu A roll 17, A.ount of Llnl 14 t..lblo .t Collltl/,.l/Cl... Brit. lB. Prlnolp.l TI, Du. TAK RETURN HAS, (X) ACCEPlED AS FILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL 1. Rul Eltoh ISchlduh Al 2. Stcckl .nd Bond. (Sch.dull B) 3. Cloll1y Hlld Slock/p.rtnlrohlp Inhrut ISchedul1 C) 4. Hort,",.I/Ncll. R.c.l.lbll ISchldule 01 5. CI.h/B.nk Olpo.lt./H110, Plr.onll Properly (Schldul. EI 6, JointlY Ownld Prop.rty ISchedule F) 7. Trln.fora (Schldul. G) B. Tot.l Allah APPROVED DEDUCTIONS AND EXEMPTIONSI 9. Funlr.l Exp.nl../Ad~. COlts/HiID. Expen... (Sch,dule HJ 10, Dabt./Horl,I," Ll.bllllll./Llan. ISchedule I) 11. Totol Dlducllona 12. Net V.lul cf Ta. R.lurn 13. Chlrltabl./Oo..rnM.nlll Bequ..ta (Schedul. JI 14, Nit V.lul of Eatote Subjact to T.. NOTE I TAX CREDITS I PAYHENT DATE 07-08-94 09-14-94 RECEIPT NUHBER MM886269 MM912943 DISCOUNT It I INTEREST 1- I 1,3i5.79 .00 I I CHANGED III (21 UI (4) 15) 16) (7) ,00 365.510,90 ,00 ,00 133.244,95 ,00 ,00 IBI 498,755.85 (9) 1l0)__ 26,514,20 20.55,Lll. (111 1121 (151 (14) 47,"711 ?A 451.685,57 ,00 451, 685,57 (15) (16). 1171__ ,00 X .00. 451, 685.57 K ,06. ,OOK.15. 1181 ,00 27.101.13 ,00 27 ,101.1~ AHOUNT PAID 25,000.00 785.34 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 27,101.13 .00 .00 ,00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION or ADDITIONAL INTEREST, I IF TOTAL DU~ IS LESS THAN .1, NO rAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION I PURPOSE Of NOTICE I PAYHENT I REFUHO (CRI, OBJECTIONS, IDHIN IIIRATlYf COflRECTlONS, OISCDUIII, INIERES!, ".-...... _._.~ .........-., ,..-... Est".. Qf clte.dlnt. dying on or blfer. D.ce.b'r 12, 1982 ~.. If any future Intlr..' tn thll.tat, II tran'f.rr'd In po.....lon or .nJoy..nt to el,.. a (coll.t,ral) bln'flal.rl,. 0' thl dlc.dlnt .ft.r thl Ixplratlon of any ..t.t. for llf. or for y..r., thl Co..anw'llth hereby 'Mpr..,ly r...rv.. the right to appr,I,. end ...... tran,'.r Inherltlncl Tlx" et thl hwful el... a (oolhtlr..) rat. on any luch tutUrI Inter..t. To fulfill Ih, r.qulr..entl of Stctlon l1tlD of the Jnherltanc. and Eitel' TelC Aot, Aot ZZ of 1991. 72 P,S. StaUon 2140, Detach thl top portion of thll Hotlel and lube it with your pay.,nt to the klght,r 0' Willi prJnhd on the river.. Itde. .'Hlk. ch.ck or lonlY ord.r paYlbh tOI REGISTER OF NILLS, ADENT All paYMnh r.c.lv.d .hall flr.t b. IWPll.d tn any Int.r..t which .ay b. due with any r'..lnd.r appll.d to the talC, A r.fund of . tllX cr.dlt, which WII not r'Qu..tad on the TIIIC R.turn, 'Iy b. requllt.d by co.phUng an "Appllc.tlon for R.fund of P,nnlYlvanla Inh.rltanc, and F..tat. TalC" (REV-1313J. AppllcaUon. ar. avalllbl. .t th, Offlc. of the Reght,r of Willi, any of the 21 R.v'nu. Olttrlot Offloll, or b~ calling the .p,ohl l4'hour enlw.rlna "'viet nuab.r. for for'l ord.rlngl In P,nn,yIY'nhl 1-800-!62-2050, ouhld. PIMlylyanla and within 100111 Herrhburg aru 011> 7117-11094, TOO. (17) 112-2252 Olurlng l.p,lrld Onlv), Anv party In Int.r..t not t.tl.fled with th~ appral....nt, allow.nc. or dl..lloNInC. of dlductlons, or 111"I.."t of hue (including dltcount or IntlPr'lt) at Ihown on thlt Hotlo. .Ult obj.ct wlthtn Ibtv (601 day. of r.celpt of thlt Notlc. bYI "wrltt." prot..t to thl PA D.partll"t of R.v.nu., Baird of APPlllt, OEPL 2111021, Harrllburg, PA 17U8-1021, OR ".llotlon to hlv. the ..tt.r d.t.r.ln.d at lud!t 01 th. .ccount of the p.r.on.1 r.prll.nt.tlYI, OR --~II to the Orphan.' Court. ftctuIl .rror. dilcov.r.d on thll a.......nt .hould b. addr....d In writing tOI PA D.p.rt..nt of R.v.nut, Burn", of Individual Tau., ATTNl Po.t A.......nt R.vl.w Unit, OEPT, 1lI0601, Hlrrhburg, PA 11121.0601 Phon. (717) 117'6505. S.. page 1 of th. bookl.t "InltrUCltlonl for Inh.dtanc. TalC R.turn for a R..Jd."t O.c.dlnt" (REV-ISOl) for an .lCplanatlon of .~lnlltratlv'lv corr.ot.bl, ,rror.. If any talC due 11 peld within thr.. (1,1 c.l.ndar .onthl If"r th. dec.6Int'. dllth, . flv. perc.nt nX) discount of tht tlM Plld II Illond. Int.rut h ch.rgld blglnnlng with flr.t day of d.lInqu.ncy, or nlnt (9) lonth' tnd on. (I) day frol the date of dllth, to the dltl of pIYllnt. TalCII which b.c... MlInqu.nt b,for. J""".rv 1, 19112 bllr lntlrllt It the r.t, of .IM (6l0 p.rnnt p.r ~ c.leuht,d .t a dally rat. of ,000164. All tlXII which b.c... d,lInqulnt on Ind IIft'r JlnUlry I, 1'82 will bur Inter..t It a rat. which wUI vtry frol ell.ndlr Yllr to eal.nd.r Yllr with thlt r.t. announoed by the PA D,p,rt,.nt of RIy.nuI, lh, IPplJcabl. Int.r..t r.t.. for 1982 through 19'5 ar'l '!!!!: Interllt R.tI Dilly Intlr..t faotor ~ Int.rut Rata Dilly Inter..t r,otor 1912 m ,0005411 191/ 9X ,000217 1915 IU ,ODO~n 1911-1991 IlX .00D!Ol 19U !IX ,OOOSOI 1992 9X ,000241 1915 IlX ,OOOn6 1991-1990 /X ,000192 1916 lOX ,0002/\ 19'5 9X ,000241 ..Int.r..t I. calculat.d .. followll INTEREST. BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR M'Any Notlc. IlIued .ft'r th. tllC bloOll. d.llnquent will r,U'Clt an Intarllt calculltlon to flft.." Oil dlv' beyond thl dlt. of the '''......nt, If Ply..nt 11 .,de .ftlr thl Interllt cQllPUtlUon dlt, .hown on tM Notle., tddltlonet Int.r..t lU.t be c.loutatld. ", PIJII1IOSE Of NOTICE. 10 fulfill lho "qul,,,,,,,,,I. .f lIollon 2US Ibl of lho Inllorllonoo ond Ellol. 1.. Aol. Aol lI.f 1991, 172 P,I, Socllan nUl, PAV1I!Ml. DttlOh thai top portion of thl. HoUal end .ubIIlt with your PlY"'" to thl Rtell"f of WU1. prlntld on thl rlv.r" lide. .. """. .hOCk " ...,.. o,de, p...blo 10' REGISTER OF MILLS. AGENT, AU plvantt tICtlllld .hllll bt appUed flr._ to any lntlr..' which .IV be due with -ny r..tlndlr IPPlled to the tiM, A refund af I tilt credit ..y be r.qu..ttd by cOllPl1UflSI In "AppllolUon for R,fund of p.,-.n.ylYanl. InhtrUanol IOd Estate Tilt" (REV~1S11)' APplloliltlonl II'I IveUable It thl OffiCI of thl A.gl"lr of WUI., eny of ttMI 2] RtVIf'lI,le DlItrlot OfflcG' or fr~ thl DIPlrt.,nt', 24-hour In...lrlng .trvlol nulbtr. for for.' ordtrlnt1 In PlMlvlvanl. 1-100-162.2050, auttidl Plnnlvhanll and .,!thln 10011 Harrisburg Ir" (717) 187-1094, lDDI (717) nz.U5Z ttletrlnt IIp,lrld OnlY). REfUND ICRII OBJECTlONSI Any plrt'1 In Int.r..t not ..Usfled with the ........nt uf tilt .. shown onthh notlcl .ay objlct within IlMtv (60) diY' of r.calpt of this Hotlcl bYI uwrlttMl protISt ta the PA Depart.ent of Rlvenue, IClrd of App..ll, Dlpt. 281021, Hlrrhburg, PA 17121"1021, OR .....IKUng to hlv' the laU,r dlt.r.ln.d It audit of the plrton.l r.prll.ntltlV., OR ....IPf)e.1 to thl Orphlm" court. AllIUM' 1I1RAlIYE COIlfIEClIDNI. FaotUlil .rrors disoov.r.d on thh ........nt thould be Idd"...d In writing tal PA D.part.."t of Revlt\Ua, lur.1tU of Individual T.)(II, AnNI po.t A.....""t RIVllw Unit, DIPt, 280601, Harrhburg, PA 17121"0601, PhMI fl1,() 717-6505. SII pIP S of the bookllt "Inltruatlonl far tnhlrltlMl TI)( R.turn for a Allldtnt DlelHot" (R!V"UOU for an IllplllnlUan of adlllnhtratlvfllY carnatabl. Irrort. INltlIES1' For det.. of 6Ilth on or eftlr 10"S"91, PIMlylvlnl. Eltltl Tlx blltd on thl Fldlrll Eltltl TIIC return bttcOll' dtlinquent It the 'Jlplratlon of nine (0') tonth. frOll the dati of death. Far Mt.. of 6Ilth pdo.. to 10~5"91, Plnn,ylvlmh, Eltlte TalC bated on the ....d.r.l Ettet. TelC rlturn beOOMI delinquent at the IlCplr.t1on of IlahtHn (8) IlOntht fratl thl dltl of d..th, TIICI. whloh bte... delinquent b.far" Januarv 1, 1982 bear Intere.t It thl rltl of I1IC (6;() p",olnt per IMUI cllcullted It I dlUv ratl of ,000164. All taxII lthlch bloa.. dfIl1:'1qulnt em or IUar Jlf'AllrY I, 1981 will b..r Inter..t It . ratl which wUl Vlry frol c~l,nd.r 'IIII' to a.land.r V"I' with thlt rltl .nno\.MH bV the PA o.pertMntof RtvI~. The IPplictbll Intlrllt tltll for 1982 through 1995 arll VIII' Int.rllt R,t, 0,11'1 tnt.r'lt Fact~ ~ tntlrnt Ratl oal1v tntlrllt rlctor - 1912 lOX ,0005~1 1917 9X ,ooom 1911 IIX ,000411 1911'1991 llX ,000SOl 19" l1X ,00OSOI 1992 9X ,ooom 19U llX ,000n6 I99H 994 7X ,000191 1916 lOX ,000214 1995 9X ,ooom .~tnttr..t h cllculltld II follOWll IH'I'EREST . BALANCE 0.' TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ...Anv MoUel '"ued after thl tlx bleOHI dlllnquent will rlUeot an Interllt calculation to flft"" (11) dlV' beYond thl dltl of thl .n.....nt. If Plyant It aedt .fter thl Intlr..t CQltPUtltlon dlt' .hown on the MoUo., tddltlonal IntiI'll' Milt bl cllcule'td. .." 0(") \j-j' ~ c: ;i ~n ill '1 \ II {"\ , " , , I l... ".I I " ,.. \:~ 'I .~ .\ -~ PUIIPCltEOI' HOTlCE I 10 fulfill 1111 requlro_11 of lIoUon 1141 (b) of the Inherlt....o end Ellolo I" Aol. Aol 2Z of 1991. m P.I. SlOtlon 2141). PAYlliKT. Pltlch the tOf! portion of thll MoUee end lubIIlt with your ply.."t to thtl AI.I,tlr of MUll printed on thl rlv.rll elde. .. Ilak, .hook or -.lV ordor po..blo 101 REGrSTER OF MULl, AGENT. All pavantt rac.lvld Ihlll bt IppUld firlJt to anv Intlr..t which .ay bl due with any re..lnd.r IPpll.d to the tlM. REFUND (eA)! A refund of a ttIC credit .av bt requlltld by clMIPIIU", ., "AppllclUon for Alfund of PIMnlvanl1 tl'lhtrltllnClI and E.tlt. Tlx" (REY-UU), AppUcIUont IIrI aVllllbl1 at thl Office of thl Atthtar of MUlt, enyof the Z5 RtYlnue Dlltrlot OffiCII or frOll thl DIPlrtlll1t'l 24-hour InlMlrlng IIrvle. nlJlb.rl for for.. ordtrlnll In PtnnlY!vlllla 1-100-562-2050, outdO. PIMIylvanla Md within 10cII Hlrrhburg UII (717) 717'U94, IDOl (717) m.m! (H..rl"" lopolred Onl.). OIJECTlDHSI Any Plrtv In Intnllt not ..thflld with thtl l"I...."t tlf talC .. .hewn on thh noUel .ay obJlOt ..lthln .hetv (60) dlY' of rlcllpt of thlt Notlel bVI "wrltten prot"t to thl PA Dlpart..nt of AIYenut, loard of Appul., Dlpt. 211021, Harrhburlll PA 1112'"1021, OR ullleUng to havI thl .attlr dltlr.IMd at IUdtt of thl plrtonal rlpr..entIUvl, OR .'.".11 to thl Orptlana' Court IIIttIH- ISTRATlYE CDAAfCTlDHS. FlOtull .rrorl dhcov.red on thh ...."ltIOt thould ~ tddr...ed In writing tOI PA Dep.r1Hnt ar RIV""', lur.1U of Individual T"xo., UTNI Post A.....Mnt Rlvl... Unit, lIept. 2'0601, Ulrrhburll, PA 11121.0601, Phone (117) 717-6505. SN p.gl ! of thl b*1.t "InltrucUon. fer InhtrltlnCl TIIC A,turn for. RI,ldent Decedent" (REY-150lJ for..... IlCplll11UOn of _inlstraUv,tv corrletlbl. error.. IHIEREST , Additional PlMlvlvanl. Eltete Tu .......d al . ruult of a chHlP on tht F.dtrul f.lt.tt Tile clollnl litter becan dtllnqutnt lit tM t1Cplrltlon of one (lJ wonth fro. the riftte thl fln.1 notle. of thl inor.... In Ftdtlrll EI1.tt TtIC If r.ellv.d. TIIlII which blnH dlllnquent b.fort JlOUlrv 1, 1912 b"r Int.r..t .t thl r.tl of the (6:() perunt p.r tnnUI clloullted .t I d"Uv r.te of .000164. All t.xu Nhlch ble... dlllnquent 0f1 or aftlr Janu.ry I, 1912 "Ul bt.r Jntlrtlt It I rlt. which will vary frOl eallndtr Yllr 10 elltndlr vtlr wUh that ratl announcld by the PA Utp.rtttent of RlvtnlM. 'hi appllubll Intarllt rat.. for 1962 through 1995 arll YaK Int.rut Data n.ll" I"t.r..t F.ntn,. bar Int.rllt A.t. 0.11" Int.rld Falltnr 1111 1111 11M 111I I'" ".Inttrllt m ,ODDS" 161 ,ODD41a III ,000101 III .000156 101 .DDO!71 It calcullt.d u follOWII 1!67 11"'1991 199! 1991-1994 1995 9~ 11~ 91 n 9~ ,DDD!17 ,000101 .DDD!17 .DDDl9! .DDD!17 lNTEREST . BALANCE OF TAK UNPAID K NUllSER OF DAYS DELINQUENT K DAILY rHTERElT FACTOR '.Anv HotlOI luuld 1ft" thl tllf bailo,,, dtll~t will rlfltet an Inttr..t calculation to fifteen (11) din btvond thl dltl of thl u......"t. If pay.."t II .. Ifter thl Intlr..t n~tltlon data Ihown on thl Notlel, addltJonll lntarut INtt bt cllcul.tld. R.~, &L 'lOt" P:y ;. 3 / Intern~l.~~~;~ue Service Center Mld.Atlantic Region 11- ..)0(,. /~.:..: :Ii '2-(-(' I '-l~ '~,--I'l Department of the Treasury I 00-23/CIlD Olltl: .JUL 1.0 \~S' " ElltIllol: GOOI1GE K. OOOOHN D<<edent'l Soclll S1cultly Hum"'r: 554-22-2797V Oltl 01 Dellh: lIPlUT. 13 I 1994 PI/lon to Conllcl: NElSON M. IlLAKlo:I.Y Conlact TIlephOl1l NUl'lber: (215) 516-3946 "" CI\/lOLYN C. OSOOI1N 632 IlEINEDERE S'I'REE.'l' CARLISLE, PA 17013 EIIIII Tn Clollng LINII (Thll II nol I bill 101 In due) Our oomputatlon ot the Federal tax liability tor the above estate Is shown below. It does not Inolude any Interest or late payment penalties that may be oharged, but other penalties have been oonsldored In the oomputatlon. You should keep a oopy ot this letter as a permanent reoord beoause your attorney may need It to olose the probate prooeedlngs tor the estate. This letter Is evidenoe that the Federal tax return tor toe estate has either been aooepted aotlled, or has been acoepted atter an adjustment that you agreed to. , This Is not a tormal oloslng agreement under section 7121 ot the Internal Code. We will ~?t reopen this oase, however, unless Revenue Prooedure 94-68, on the baok ot trls letter, applies. , , It you have any Questions about this lotter, pleaso write or oall the person whose name al)C\ telephQ/le nlllllb,r are sho1fl1 at the top ot this letter. It you write to us with Questl&hs about thisclOlter, please provide your telephone number and the most oonvenlent time tor us to oall It we need additional Intormation. Please attaoh this letter to any oorrespondenoe to help us Identity your oase, Keep the oopy tor your reoords. Revenue reproduoed Thank you tor your oooperatlon. Enolosure I Copy ot this letter T enlallve tax ,', ,',",',',",","",', , , , , , , , , , , , , , , , , , , ()' , , , 5155!.. 202.38 Less: Aggregate gift laxes payable (for gifts made after 12-31-76) ""."."" $ -- U 192,800.00 nlfled credit ,'""""""",."", , , , , , , , , , , , . , $ Credit tor Stale death taxes """""."".""""""", $ -0- Credit for Federal gift taxes (on gifts prior to 1-1-77) , , , , , , , , , , , , , , , , , $_~-=-- Credit for foreign dllath taxes ",."""", , , , , , , , , , , $ -0- Credit tor tax on prior translars . , , , , , , , , , , , 5-_.,-=.0-_____ Total subtlar-lions . . . s1_~? ,800.00 Not ostale tax $_ .::0.- Penallies, if any S ,_.::0,- lov.t! P,O. Box 331, Benaalem, PA 19020 Letter 627(5C) (Re~, 5-861 R..., Proc. 94-61 SECTION I, PURPOSE The purpou or lhis mcnur pICK:t- dUll II 10 amplify, updm, and ft' 11I1. the condlltoN Wi (ol1h In Rc'l' PIO<, IS-I!, '"H C.B. 114, undu whkh . UN clotcd 1ft" rllmination In the ofnce o( . Obulcl l>lrtclOr of InlrmaJ R""nue may be rropcned \0 mu. In ItdjuIlmrnl unr....or.blr 10 1M IUpaYtf. Thh fCvrnlH pr()(cdulC .110 C'OfUIins . lilt (1'10I all inclumr, thai de:Krib<< II) eln'!n tonlle,. by ;., ~''l'ICf ....llh .. lI~fla~rt thll 1111 nOI (onllllult In cumln'lmo. In.I''''~ 110n, or (cuptnln, ur an rurllfnillUln, Ind IWitllllO Iypu III wn In Iilltu..h rttontlderlllnn 1\ lUll (OnudC'IC'J ,1 rlopenm. or Ihc ~',ur SEC. 2, CHANGES .01 Sttllan .t.Ollf1Hdl 1\ ,uncndC'11 In 'tn"l an In('tU\C' under t 114m or lhc Inltrna' RC''''rllu~ Code III ,ht Ihrnhold amount IIf ll\tr['aHnrnr ulbJrtr ltl J0101 CommillC'C' It\l'.... from UOO,<OO 10 \ I ,lXX>,00J m ^ nr... '<<,lion 4,01111 ,\ .ddrlJ 10 dllt(y thll (CHlln conll~'l\ .....Ih Coordinated t'amlnllllln PUI,r.rn I"CEP"I ul~p'~rn IIr nol ((lOud efrd tUmln'IHlII\ or IOlpeclHln\ (If booh of a'COUnl (ur rUI~Hr\ nr 1'1001101. OJ ^ neltt 'Kllon oI.Ol(AI i, added Il) p(Imil I 'fclJnd ,"i$'tellon of J CEP II'payu', bookl of .c.-ounl "lIh IUfo(('l 10 a pllllcullI I" IUI undrr ~'rtllln drcumlllncu and ,,10 dlllOn\. o.a " nrw 'Kllon 4,02(91 i, addrd 10 IlIlr Ihll I conlact oy Iht Senler Ilollh I lupaytl pu"ulnl 10 In ."d, \Incr Plleinl ^s,wnenl ("AP.<\"I IHdllinl con(run.:r, (lllhr r\aluallOn .Ind pfOCrUln, of .In A"A rrqu('11. annulllrpon, or rrnewalleq1leu un. dtt Rt\. PrIX 91-22,1991-1 ell Sl6, is nol .n e,amlnltlon, lOiN( lIon, or ftoft('OInll OS "nr.. \t\'IIon 4011101 I' addtd 10 11m lhal an I()lullmenl III J IHPIH'" Imomr II' teluln 1I1unf horn I dimepancy dilCltned durlnl Employee Plln, Ilnd ["mpI Ors.nl. 1I110nl compliance IW~itltl dl)(\ nm .:onllllule an eumlnulon, In'r<'\'lmn. ur IroPfOlna I( Iht adjUllmenl II MOl lIIadr In conJunCllon Wllh an e"'1111 111110n III Ihr 1..pAW'1 Incm"r u\ Itluln ,01'1 "ne....'t(lwn-lOJIIIII\JlltlrJ 10 Illlr Ih.1 a coou~1 wuh . II'P,htl 10 nalualt Ihe IUpl)rr'l d.111 pI" (('UIfI, Ind .((ounllnl I~Uem\ In IIf du 10 delermlne ....htlhrt the liI'P.lW 011) IImh Il\ lettnllOn of ml~'hlnt "n',ble rrcmd\, (01 (lulpme, of ReI P,OC III-S9, 1991.~ (II M-II, 1\ nl\1 In UlmlMtton, In'p<<IIClO, '" It Ilfo('nm, SEC. ), SCOPE Thil pra<:edurf roe'l1lnl 10 .11 \"\('l, rt,"dlm of Iype flf I", In which Iht pliO' IUdll Ind conrerence action, If ,In), lJld nol r,ltnd btlonll Ih~ Ill' dl\lIon of lht offll'e Ilf the 111'111,' lIHWOI. II dot'l nOI .ppl~ III IJ'f prr\lOulI~ do,ed Jllrr ,lllhld~r,lt", III "ppuh OHKf\ llf 01\1,....1 I'PIII' ,ell SEe 4. DEfiNITIONS III (lule'd r:1\t III ... tile a"etd .1 Ih,' 111111. Itltl l\ wnlldC'lC'd \Ill\td Ilh('l\ lh, 1.'p.H' 1\ olll,fled III \1"110', ,11'1" 1Il\1r1(1 (orlutn(e, II .IIL IIf UIJUIl mtnll 10 In hlblllll Of h'~'rpl.n,. \11 IheIHp.IC'I'\lt'urn....tlhtlUII.hln'l' IJI I\n un..reed In(omt, C'\l.Ilt, 01 flfl 11\ CUe' I~ Hlfhldutll ,luHII ....hc,o lhe J'lC,wd Ita lilln, .. ptlllh'II ....lIh Iht l:oiUd SUle'\ '.1\ (I'UII 11)(\'I"ed m Ihe ".Iulllll Ollll,e III dehcltnn IHUC'II hI Iht 01\111'" 01 leelOf t'plft\ '1111 1\11 prllllllll '~, (1ltd 1)1 "'0 un."U'll eH'11t tlf emphn mtnl ", CI" 1\ ,on\ldtfed dOled 'Whto t lltlllhl fUf 1111n, . (lllllt,1 .nd relluellln, COll\ldelallOlI III Iht ."ppuh Of(I(f ,pwfletl III the pIt Imllllll~ Itllel t\pllt; .llld nll flIolnl \lr lelllltll fm "flNJI\ ,1I1111d~l.llltltl Ilfllril II! I Umll1Alllllll. Ifll/,t.lllln;. ..nd I(wNnlnWI /I, ,\ ,tI/lUd 'Wllh J 1"\flJ\tl W ,IUftel malhem.II,,11 tlf dtfl\\11 rllnh 1\ nOl .In eummollwn, IOlflC.lmo. pr rWflC'olll' 121 ^ (Onll\'l ....Ilh . 1.'(lalC'l III "eflf~ III .d,u\! .. JIHfefl;lo,1 he I....etn Ihe 11'I'.I)e(1 tol\ rtlurn ..nd .I" IOfllUnaltnn ftlu,n n /l01 In e,~,;~ 10.IlUll, lOipt(llno. or /('oprnln' for Ihl\ plHpll\e, an 10fillflUIIllI' IfIllln Inclulln J 1C'lu,n .Iml .0 ,lnlendell /tluln (IItu hI ,I pmoet\hll', rldull.' 1\, or 1m. II hllltmH wfflmllllln IJI A wnla~1 III Htlf~ .. dlleltp.n, .') dncloitd hI .In IIIfofmilllOn Itlllr," m;lICltln, pl\"fUIl fIlh Illdudt l:l. IflC'Clron of Ihe U\fl.1)C'f'l hookl or ~~\'ounr. In Ih~ e\telll oe\'e".1\ 1(1 re\(lht Ihr dl\OtpJnl\, ..tlhllUI helO~ ~lln\lIlefC'11 an eumlo..llllll. If\\(lt(, lion, (If Itilp('nlnil..tltlln Ihe munm, of ~ 1fmlhl ,\ nlnlJd 10 leflrl .In II em uf II\\'tlme Iho\ltn 11/1 ./1 lO(ofm., I!nn relUf" In .. IJ' lei urn n 11(11 J \t"(I\'JllIlIl 01 J 111\OtP.1/1,'1 ...hrlt lueh ltC'm Ilf II1Wme II nul ftqul/ell III ht \ho\\n .~ . lre,lfl. IUle Iltm nil . 13' ,elufn I'or e..mple, IOIUIJO(e (nmplfHel m.kln, p.ymtnl\ 10 .. d\X'lOf of \N.Jn or "Wit II111t1l~ .1 ,.111~ndlf \t.lf IIlU\1 fllrnl\h . to'"' Im-\tI~Cltllhed(\O;I/lf. 1hed/l\'lor 1\ unl, It!julrtd III I/l.Illlle lh.l Hl ~'ome ....Ilh Ilthel ~IIl\\ re~'tlflll 1111 '),;hCllult C, Illrm 1040 II Ihe dll..'lur ftnol1ttJ 110\1 ,('(elfll\ ur I lu,er "'fIlnunl Ih.n lilt InlJI .mllunl of In~ome ,huwn nn hrm 11m-MISe. Ihut ""ould nUl ht . dllo.pln\'~ ~1'I'een ,he IfIltllfll..lmn 'eturnl anll Ihr In(omt 1._ fC'lurn (oil A CIIIIII~I ....uh an In\e\lllf Il\ \eflh lOt I(OHJ\'\ 111. III the need fm, . ToI, Shellt' H,cf1111111nn num, he, n IWI .In C'\oIfI1l1hllllln \Ilth!n llle 111('101nl of ~ lNI~lh' III th~ e\lelll Ih,ll Ihe ,nnlJ\'l II III Iltlerllllnt Iht nw.! fur ,I ,.\ Shelltf I(UI\!IJIHlfl numhtl, Iht 1111llfm,,11ll11 \tlu,hl ....uuld be IImllell III uhl.lOlnf Ihe namt .nd Itll 1\ Ilf 'ht I'ltlnlll1<'r I" The Idju"mtlll III an unJIICl'" .blt !lem. tlI .In .djllllmtlll rt\ulllo~ !fom olh('/ IH\t\ nf \tnll(' \'rntrl ,Offt\'lInn pfll".nll. 1\ rhl! \l1n!HI ('fed 10 hC'.In t\,lnHnJIWn Ihtltfll/t, . whlNutnl tU11l1n,HII1lI liCIt, nlll ,1I1l\1IIUlt ,I 'tnll~llln~ II! ,I .,Ih' .1tl\tll,lfltl t'Jml0,llh1l1 llll H,e\luuldtr,lIlUII ul .\ ...." II ntH ,unlldtltd . IWllt",n, .nll, Ihm Itllf, 'eljUlle\ nfl.PIIfOl.lu, u\U.nce nf.. fllfm Itiltl 1l)()/IOISn fm loll (ue, In\(ll~1Il1 . III J. lhl (lit' IOHlhln" Ihe )toIl of dr dUCIIOO 0' . IItl tlPfl.ttnllilH Wh blck 01 'Imil" Iype tit C.lI\o,ck undu lllhu PIOIlUO", III Iht (Ild~, lei ,nu 10 v.hlch lh'ft h'lt btfn In\oluOII') 'OIl1er\lOnl .nd th: ",. Phtl hh nor 'HumpUltJ hll'htr 11\ lI.blllly ....hen he"ht did nOI apl.ct (Hopen) ....Uhll1lhe lime p,mldtd l\1 , 11)\1.111 Idl '.IC'\ 1I11t1hln, .Ill mtllUll1\tfll In UCtH Ilr \1,<XXl,OtXl, ,ul\JW III rtllr'" b~ lht JOIIII (unlllll!ltt on luillllO unllel t MO~ III ... ~nnUCl ....Ilh . (TfI IHp...U Itlluelllnf Ihe 'WrlllUl \tAttl11tnll(lrll \Idtd flu In I(tl flrlll. 'U./i'l,Il' IlIlllfllllf "("'P"IU 111,11 II nu lon,e, Iluihfltl ftu Iht (nordlO.led h'01I' ".lllln I'fll_'J01, II IInl ~'on\lIltfe~ .HI C'\oI,"ln.llnll. I hut fore, ,n; \ubt('. tjutnl t\irnln.lll1n title' 1101 (llOltllUle .. reoptl1lnf 181 In Ihe ~',Ht uf il ('f;P Il\p'~el, Ihe Stf~l(e ma) IIl'pe~'1 Ihe II'PHtf" booh of a(Counl ....lIh fUIJo<<I 10 101\ perlodl nOI cUlfenll~ undtl eumm.. lIOn in ordet 10 ytli(\' Iht .~"UI'CY of Id,uumenll 10 ,n II em or Iltml (01 IhOle ptrlodllll in Itthl~h Ihe "'PI~' tt m,de .In ""celerlttd (Hut molu. lion" fe(jurll, Of 11I1 In lecold.nce ....uh.lln ".,celeflltd IHue re\{lluIIOn" A'fetmenl btl.....rtn I he Sthl\'e .nd Ihe Iup.yel. Su M('\ Pr{lo.' 9~.6' '\n lfItf\WlUn m.dt !'Illllu.nl 10 Ihn Plf..uph relalin, III .ny 111 rellod "Ill nOI b\' con11dertd In lfIl~llon Of In tumlnllion Ind ....111 nOI fltt, dud: I \uh\equenl Inlrt'IIOII or C'" InHnllinn or Ih., IU reflod undtt t 160Hbl Jllo~lded Iht IUP'ltf 111 ",,'eu In ....rulnl prIor 10 the Inlp(c' lion m,de (lUllu.nl 10 Ihll P".lf.ph (91 ^ (nnl."1 h~ Iht ~f\I~'e ....Ilh .. Ihp..~tr purlu.nl 10 "n A"" Pltr.. Iln, ~'tlnlefen't, 01 the C'y.lu4110n Inti Pfll~'C'\Ilf1' Ilf an AI'^ lequell, .nOu..1 ttpoll. III H'OC'.....,I lequeu undtr Rt\ 1'/{1~' 'I1.n 1l/91.1 (' II S~b. II nOI .In r\JllllnJlwn. I O\P<'\,"l\n , 01 fe. ol\tmn, IIIJI An IdJullrnenl 10 a U\r.~e(, tn\'nme la, Itluln ,111\11I11 (10m. 111\OtflJnn tll\(loled dutlll' Employ, et I'I.n\ Jnd hemp! Or,lnlullonl ..nmJlII.n~'t .'ll~lllt\ .1\ dtICflbfd III IR,\' 7110112. "RelurO\ WilhlO Ihe JUllhhwon uf bamln.lll0n 01\1' 1111n", d"l(, nol eunUIIUlt ..n euml. rUllUo,lOlpt(1l0n. Of ttt\l\tmnf 1(lht adJUllmrnl II nOI made tn ,0nJune, lion ....uh .In eUml/l,lIIOn of Ihe 1,1" po1)el', In('(lm: I" trluln ,\ ~llnl.-:I w ,en() a tlll(repanq t"otl....een Iht ,"(orne In reluln llnd Iht booki 'nd fr(Of,1\ of .n emplo~tf pl.n Ot In ('ttmpl 011.011.11011 m.y ltl\'ludt In. \ptcllon 01 lht IUPI~tr'1 Incomt lu 1('~'Cl/dl 10 Ihe Hltnl n<<eUllY 10 Iwh Iht ,Iccurac~ of Ihr dl!mp'nc~ "llholll belog ~'onildtred In n'minl' ItOn, Inlpt'ltnn, 01 reoft('nln, \lllIhl/l Iht munln, of t 760' IIII ^ conu", \II11t! . I.w.yer 10 t,.rum Ihe I'~r')'tr', dolll proctu. 10. .nd .ccllunllll, hUtmlln oldet III dtlufIllnt \\helhtl Ihe lI'p,)U IIUI Ilmll III Itlenlltln of ml\'hlne, ,to\lhlt relUllh, lur J1l11PIl\t1 of Rtl !'rll,' 111"'1, IWI ~ (' n M-II 1\ nlll In e\JrTllnJlllln IOlpe'\'lllln. ,\I Ir ,'rtlllr'J/ SEC. ~. POLICY 01 The Inlt.rn.' Rtvrnut' StrVlce Will nOl ltopen any elW dOftd iliff tI.nllnalion by I diulICI ofC\(e 01 \(r~lce unIt! 10 make .n ad)UllmCnl unf,yonMt In Ihe Il\pl)tI unltu: tlllhm 11 t'lldt"<< of frlud, INI, tUUMt. ,,'llulion, coneea.lmcnl. 01 mllltpltwnllllon 01 . mllellll f.~1. III the prlOI c1011n' I/l\ohed . dWI) d,rlllrd tubUlnlll1 ."or band on.ln tuabli,Md s.er~lCt poullon e,. liltn, II lht IImt of Iht llre\lOU\ ('\I01iOIIlOo; or IlIlllhu ClIcum\lln~'t1 ellU Ih.. Indlule ("lure 10 lC'op(n would he J \('fIOUI .dmlnlltl.llh' omauon 02 ."11 "upenln,1 mu\! bt .f1 (lfOletl by Ihr Chaf, l:1.amlnllllln 1>IIIIIon (1lIUtIC! Ilutl.'lor in Suum IlOed [)ulfKUI, 01 Chief, Cumphan\'e 1l1l1l1On, for ('lItl undu hil/hu jU mdl\'tllln. f( .n Iddillor,.1 In'I)(Clllln 1IIIht 1.'pl~U" bookt of 'ccounl h rlt\'('H,I,y, Ihe nOli,e to Ihe linpiltt tt!jurlC'd by t 7MUlbl mull t>< 'Igne,l hy Ihe ChId. E..mln.llon O,vnmn ((lIIHICI Diteclol In SUurrhned 01\' Irl.;IU, (If Chief, Comptlancr ('JIll \IOn, for CI\e' unllu hl\/hu JUlildl," hun SEC. 6. EFFECT ON OTHER DOCUMENTS Rey PlO(', MS-I), 198'-1 (' II SloI, It ,uft('uelltd SEC. 7, EFFECTIVE OATE Thl1 fe~rnue proCeduft n eHe,III~' (klobe'f )1. 199-4 SEC. 8. ORAnlNG INFOHMATION The principal .ulhot of Ihll felt. nue p,octdure II (ierlJd ^, Con\lhl of ,ht Of(I~e of "'wllanl ChIef Coun.el (Incomt T~ and ^e,ounl. in, I. For further informal ion re,l'd, 10, Ihl! revenue ptoc:('dure, conllCl Mf, Conlll~1 on a021 622."9-10 Innl a loll'(,re cllll 16 (Iff fKJllOJ !..I"'IIM/'Olt of ItIWffl. '~rJ (1""11 I~ "I"rJtd, tl.,,1</, " ,Co",,,,,",. d"" 1'111t'/lOltolro"tfIIUI.,b,Ii,.' '~IIO 1"'/ I, .\ttflO<\J 666/. 6041, '>>4 '66".d /6661,1. I&66J,4. 161>#','1 . . Ir- , . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Ul _'..'___.'___.<;.~!olY..D._c::...n,Q!l~orrL__ . _...,... .___.._.,__,_,___._...._._._..._... .____.,.._ being duly ,..__,.___fJ..\'LQX.n. according to I~w, depolOl and saYI thatR he ._...JJ!...1f!.~.J;;'?I.~,m!t.r..i~__ _,_______.._.,____..__.....,..... __.__ 01 tho Elhto 01 . Gl'orQa-K""'O.sb.onL__.__,._,_ lato 01 __Borough. of.. .Car.l is 1e. ..__.,_ __., Cumborl.nd County, P." dacoued and th~t tha Carolyn C. Osborn Executrix within II an Inventory m.do by "'.__"'__'.'__"__''''__'.'.'''' ._ _.._____, the ..Id______._ 01 the ontlre OItato 01 ..Id decedont, conllltln9 01 .11 tho "erIonal propdrty and real olhte, except real ell.te cuhlde the Commonwealth 01 Pennlylvanle, .nd that the IIgurel oppollte oach Itom 01 the Inventory reprOlont It'l 1.lr value II 01 the deto 01 decodont'l death. SOJorn and lublcrlbed belore mo, /<} ~~' ) /1 ) S-~(~!d.~( _._ ~ 'cl~_..__....... __ n. I Icuto . AJmlnhttlfor arolYl C. Os rn 632 8elvedere Street ~e tember 8, 19 94 "- l,t1 /Y' 7 I' ~',7-~~':~~~~, \ ,~~?,~ .~.::, I '." "'1 ",' (j, I " '.", ", ':l"i'llr.;t!. l 1 ',: ;.' ".,' '., c..' "..,.,,11 i ,\ , ',.,1 ., J" I .'" I', J I ,,:~,.' ,".:,:~: ...".",,:~ .':'.., ..:. "'I~~'" 1,1.:......,'u ... Carl isle, PA 17013 .-..---.--.-------,----.---------- Md,,,. D.te 01 Death __ 1 3.th_.__,_,...Ap.r.iL. DIY Month 1994 v.., INSTRUCTIONS Of I. An Inventory mull be /lied within threo month I alter appointment 01 perlonal repraunt.lIve, 2. A lupplement Inventory mUlt bo 1II0d within thirty days 01 dllcovery 01 additional aIIell. 3. Additional Ihoell may be attached al to pOrlonalty or roelty 4. See Article IV, Flduclerlel Act 011949, QJ ,.., 1II ,,.j -d <J' 8 rl II r-- w " " M ~ ~ nJ ~ 1/ 0 0.. >1 U U II I 0 " 1/ 0 w Q III ~ qo ~ ..: 0 Ij.< ~ .. CTI !Z 0.. ..J .L .Q 0 ~ e I ..J ~ 0 1II 0.. 0 .-j W u. 0 .>1 ~ N > 0 ~ ..: i: Z o Q . ::l c ~ 0 ~ - III Z " ~ 0 z ffi <( QJ 0 lit 0.. lJ1 III "tl H c ~ 0 ... -.: QJ 0 1/ (91 .ll "tl ... , 1/ E 0 .. .. I ~ ~ it. 0 -I U III . STATUS REPORT UNDER RULE 6.12 Name of Decedent 1 George K. Osborn Date of Deathl Apr i 1 13, 1994 Estate IlIkll.k No. 21-94-0374 Admin. No. ---- Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the fOllowing with respect to completion of lhe administratiun of the above-captioned estatel 1. State whether administration of the estate is compietel Yes_L.___, No__.._ 2. If tho answer Is No, state when the personal representative reasonably believes that the administration will be complete 1___._..,_________ 3. If the answer to No. 1 is Yes, state the fOllowing l a. Did the personal representative file a final account with the Court? Yes No x . b. The separate Ol'phans' Cuurt No. (if any) for the personal representative's account iSI c. Did the personal representative state an .account informally to the parties in interest? Yes-1\__ No d. Copies of receipts, releases, joinders and approvals of formal or illformal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. vJ ~ Datel March 18, 1996 Dale F. Shughart, Jr. Name (Please type or print) 28 South PItt Street, CarlWe, PA Address 17013 ..' ',('I ( 7171 249-8300 Tel. No. .CapacitYl Personal Representative x Counsel for personal representative (MAH lrmf! AM3)