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HomeMy WebLinkAbout94-00434 PETITION )<'OR PROBATE llnd GRANT OF LETTERS N .~ 1_ 'Il( .il 2,1;1 o. _.--J.:.LL _ I ' l' I 0: Register of Wills for the _~ Deceased, County of Wu\1 t?t, ~ I (\ to \J In the Social Security No, __U21L 26 88ll____ Commonweallh of Pennsylvania The petlllon of the undersl~ncd respectfully represents that: Your petllloner(s), who Is lore 18 years of nge or older an the exeeUl..tJL In the last will of the above decedent, dated .June I) and codlcll(s) dated ______.____ HELEN S. STEVEN:; Estate of _ also known as nawed ,19--1.. "tlber S,--,~tU\}eJIH and .IamuH D. StevunH haH runounced tholr right to Herve UFi (~xccllt()r llnd hl)_~~!~~Htcd Flll'll1CrH TruHt Co. to act llH oxocutorl (slate relevant cirCllnl\IRIICC', e,g. renunciation, death of executor, etc.) Decendent was domiciled at death in _ Cumbu r land County, Pennsylvania, wllh h er last family or principal residence at 60S DuvonHhlre DrJve, CarIJsJ", PA 17013 (Ihl street, number and tnunclpalllY) lJeccndent, then -.JU__ years of ag~ died Apr 11 20 ,19 94 at Carlisle, South f11ddluton +OI;nshlp, Pellllsylvanln . Except as follows, decedent did not marry, was not divorced lInd did not have a child born or adopted after execution of the will offered for probate: was not the victim of a killing and was never adjudicated Incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Po,) All personal property $ 225,000,00 (If not domiciled In Pa,) Personal property In Pennsylvania $ (If not domiciled In Pa,) Personal property In County $ Value of real estate In Pennsylvania $ situated as follows: _ 60S Devonshire Dr. , Carlisle, PA 90,000 WHEREFORE, pelltlonf.r(s) respectfully request(s) the probute of the lalt will and eodlcll(s) presented herewith and the grant of letters !\dm in i s tr a t i on C. T . A. theron, (lell.menlory: admlnlllrallon <.I.a.; admlnlllratlon d,b,n.<.l,a,) i 'O~ r ~l 'O.~ ~'tl ..... ]''0 i Iii \1 In Ie II. Burke , Senior Vice president/ S. ff cer II ers Trust Company J> 0 Box 770, enrll"1<.. PA 17013 ?,/{.I/',i'l = OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 01<' PENNSYLVANIA } 88 COUNTY OF ClINBERI.ANIJ _ The petltloner(s) above.named swear(s) or affirm(s) that the statements in the foregoing petition are true and correClto the best of the knowledge and belief of petltloner(s) and that as personal represen. latlve(s) of lhc above decedent pelitloncr(s) will well and trxly ljdm\nlster the estate according to law. Sworn to or affirmed and subscribed l (l.\(, .) / lJ i)~). f before me this. . ~__ day of.I;~'II.' II. Bur (', Senior Vice Presidel i Trust OffIcer 7rl;~~~{~;:~f""t)~~!~~f:~7 m Trust Cn. ellrli"I", ~ ~ {II- ,:)1(," II( , No. _ 21. 94 - 434 Estate of HELEN S. STEVENS , Deceased DECREE OF PROBATE AND GRANT OF LETTERS , 1 ! . AND NOW MAY 9. 19....2.L., In consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated JUNE 13. 1983 described therein be admitted to probate and flied of record as the last will of HELEN S. STEVENS and LeUers OF ADMINISTRATION C. T .A. are hereby granted 10 FARMERS TRUST COMPANY I. 10m ff1 , , !) I FEES P b L E S 305.00 ro ate, ellers, tc.,.. .. .. .. Short Certifleates( 5)..,......, $ 15.00 Rel\llOclatlon ............,... $ 5 ',88 X-f'age $ 3 JCP - 5.00 . TOTAL _ $ ~~~ nn Flied ..,,, .~~.y. .~~, ,1.~~~.."...."." '" Flower, Morgenthal Flower & Lindsay AITORNBY (Sup, Cl, 1.0. No.) Roger M. Morgenthal, Esquire 11 East Hi2h Street, Carlisle. PA 17013 ADDRBSS 243-5513 PHONB gQ \d :0 (r' :TJ r. :-~ ' . I I , ,., , I ., ..' : ;~" .", J e/l .J ....1 VI '.,1' \ ;L~ ~;i ',~ I .." . , \0 Called Bank on 5-9-94. d, :I~: \ I ,. I .~ ." ~. LAST WILL AND TESTAMENT OF HELEN S. STEVENS I, HELEN S. STEVENS, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all 1'1i11s and Codicils heretofore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, .as soon as practicable after my death. 3. I give and bequeath the sum of Five Thousand Dollars ($5,000.00) to each of my grandchildren who are then living; and to the issue, per stirpes, if any, of any grandchild who is then , deceased. 4. I devise and bequeath the remainder of my estate to my son, Huber S. Stevens; and if he is not then living, to his issue then living, per stirpes. 5. I nominate and appoint my son, Huber S. Stevens, as Executor of this my Last Will and Testament; and as substitute Executor I nominate and appoint my grandson, James D. Stevens. I further direct that my personal representative shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal /3 ~ day of June, 1983. this '7~~.u_ $. s1"'~ (SEAL) H~ten S. Stevens WITNESS I ~lJ~ !7fr /1t /)/1(1'/ A ,,~. - 1 - 6-' - ',):~' I . \ \ .' =:~':"-=-I ':..-.-,..;- I:! ~~B ~oo Uf;;j ~ 'I- III :z: Ww a: Q a: :z: 00 o Do --_._~._. ~-'_._.._..._-". ) ~I (,;/ 1 O.~ / Lf INHERITANCE TAX tU[TURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH THE~EGISTEROF""ILLS) I- :z: w Q w o W Q COMMONWl.:Al. Tit Cf flENNSVtVANIA. OEf'NHhlENT OF nEVENUE (WI'T,200001 ,~g~l~ll~'YI_IO,,-,_,, c! .1 !.~~ ;"011O' OrCWl:NT'S HAllll' (lA81, nnsT. "NO follUllI!: 11'1111"'1 FII.E NUMDER 21-94-0434 COUNTY CU~l! _"_~';'.o. =~~~!~.,. _.._,.~~~Bl:~_:;_1 Slovens, Helen S. &{lCIAI. !If:CuruTY f1UMlIUl 098-26-8827 OA1I: nr nl"AlII 4120194 orcrOEN"8 COI.4J11.tT( ADnnCBD (JAil: or 11111111 9/18102 605 Dovonshlre Drive Carlisle, PA 17013 (!, C"oly CUrnlJ.~rll!!lcL . I ~I 1. O,loln.' R'lu,n 2, Suppl.m.nl.1 R.lurn [ I 3, n.m.lnd" A"urn (fo, d.,.. p,'or 10 12..12 - e2) I I 4. Umll.d EII.I. ... Fu'u"'nl"..1 Comp,omllt I _ I 6, F.d.ral E.,.,. T" (10/ d"" of d"lh .ft" 12 -12- e2) R.lurn A.qullOd un 0, Deo.d.nl dl.d T",.,. 7. O".d.nl M.lnlalned . I.lvIno T,u" I. . a, TOI.I numb.. of S.,. D.po.h . .d._.__~!!0}1.2.9P.l'_9L\YllL__ dd ___.l~h!p.~ 99P.Y,9U~'!!!L._____ .__. So,," _. . ~LL~9ijRm_o.~Il.ENCE .ANO CONf!DE~T1~L TAl\IP!f()~__'!~II()~.~HD,\!I,I!!IEIlIIlI:c:IED TO .L_______ 1. A.al EII.I. (Soh.dul. A) (1) . 2 Slook. and Sond. (Soh.dul. D) (2) 3, Clo"ly H.ld Slook/p.nnollhlp Inl"..,(Soh.dul. C) (3) . 4. Mono'Oll .nd Noles R.o,'v.bl. (Soll.dul. 0) (.) 6, C..h, aank D.pOl~' & MIIO.llan.ous P.llon.1 p,op.ny (61 _ (Soh.dul. E) o. Jolnlly Own.d p/op.ny (Soh.dul. F) 7. Tran.'", (Soh.dul. G) (Sch.dul. L) e. Tol.1 G'OIl AIIOII (lol.llIn.. 1 -7) 9. Fun..al e'panll', Admlnlllrallv. Co.I" MIIO.II.n.ou. (I) h.____.__.____!.9,694.12 E'penm (Soh.nul. HI 10, D.bl. MonO'U' U.bllili... U.n. (Sch.dul.l) 11. Tol.1 O.duollono (lol.llIn.. 9 & 10) 12, Not V.lu. 0' E.I.I. (IIn.a mlnu.lln. 11) 13, Ch./II.bl. .nd GOVllnm.nl.1 B.qu"" (Soh.dul. J) 14, N.I V.lue Subjeollo T.. (IIno 12 mlnu.lI"o 131 NAME Dav.ld _w,.Maolvor, CFP TEU;JIHONE NUMBER 717 -243-3212 z o ~ E Do < o w a: COI,4f>I.ETC "'AIUNO ADDRESS Farmers Trust Company Trust Department P.O, Box 220 ("', CarIlS\I;1".~h.~17Ql,L ._ _. 111 ,00QcQQ. ._.J?~,4.62.~~_ 0,00 -. ---_._--_._~---- 0,00 _______ n__._...____.,____. . ._______~?,_?j 6.76_ I .----------------. ....._--~----_.._._-- (61 46,461. 71 (7)h--h-.-----o~6o (61 448,~.40.83 (10) 7,260.25 _ (161_________ (11) 26,954.37 (12) 421,686.46 (13) 0.00 (14) 421,688.46 1\21,688.46 x ,08 = 25,301.19 -----. 0.00.. x ,15 a 0,00 (17) .2M_QU9_ ----. -..-------~--.__~_._.______._.~. -'-'__'_"0- __________ .____..____._.__ 16, Amounl of IIn.14lmbl.. 6% r.l. (16) (Inoludev.'u.. hom Soh.dul. K 0' Soh.dul. M) :z: o ~ I- :J Do :I o o S 18. Amount of line 141luable al15 % '41ft (Include value. from Sohedule K or Sohedule M) 17. P,lnolp.lI" due (Add I.. hom llno lhnd hom IIno 101 18. Credits PIlar Payments Dlsoount Inlerell 22,QO.0,()O +h _JL~5L~Q_ - _ _______O,Q(L 10. If IIn. 161. g'..'er Ihon IIn. 17, .nl.l\h. dlffer'no. on IIn'19, Thl.,. the OVERPAYMENT II[] 20. It line 171. glOo'" Ih.n IIn. 18, .nl.. Ih. dlff".no. on line 20, Thl.I.lh. TAX DUE A. Enler lhd Inter eat on the balance dUll on IInll20A 6, Enlll Ih"ol., ollln. 20 .nd 2M on line 20a, Thill. Ih. DALANCE DUE _ _ M.k.J1h~~k_P~y..hl.I~: A_!g[!!!L~H!ltl~, ~g.n.1 .___ . DE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO AEOHECK MATH Uiid.rp.n.iiIIiOlp-.rrury,TiI.clOli1li,Trhav,,,arnln.d Ihl. relu,n, Inoludlno ecoomp.nylno IOh.duIOiliid.I.,.menli;-.nd1OihoiiO.1 of my knowl.dg. .nd b.lI.f, -- ~ I,true, oorrecl and complete. I decl."lllhal all real estate hal blllln reported allrull market value. Deolaratlon of prepare' other than perlonal reprlll8ntaUve I, !!.~~~,~_Q_~~l~ !~_f.C!~~a_1J~!! _~f~_~!oh_~~~p,~!.~!_ h_~1 !I~Y.~ ~o~I~~g~~_ ___ _.. . _ _+__..~___.___.___,__._~______ _ ____.__.._______.__.__u.___.__._ SI(;)URE OF PEASON RESPONSISl~ FOR FlUNG RETURN ADDR~SS 0.,. ___-&i#~/2X /114,.4- ... ..... ........ .. .______.___._u____.... __m._u~_EC ___~~~~.___m_ SIGNATUAE OF PAEPARER OTHER THAN R~PAEaENTATIVF. ADDRESS v Check IWfC ., you me fOC UO&tIllU n lolulHl of your OVfll Jltvnwnt (10) _______.----.?~1,!!Q. (10) ,____________ (20) (20A) (20SI __._J,143,29 _.____.___.___..Q,OO ___________J..143.29 _ rJlte , : PlEASF. ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (X) IN THE APPROPRIATE BLOCKS. 1. Old decedent make a transler and: a. retain the use or In\lome 01 the property transferred,........,........,..........,....,................ b. retain the right to designate who shall use the property translerred or Its Income,..,..,.. ' c, retain a reversionary Interest or ....,....,....,....,............,......,................ d, receive the promise lor IIle 01 either payments, bflneflts or care? ..........,....,..,..........,.............. 2. II death oocurred on or before December 12,1982, did decedent within two years preceding death transler property without receiving adequate consideration? II death ooourred alter December 12, 1982, did deoedent transfer property within one year 01 death without receiving adequate oonslderatlon? ........,..............,..........,..................,..,...... 3, Old decedent own an 'In trust for' bank aooount at his or her death? ....................,...,....,.... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THIS RETURN. ,. " , , ,. ,. , , ,. " ' .-... . , -- - YES NO X X ~ X X X X ~ALYHQII"IHNllnvAIM "'NTAHlJll'AA ,.~ SCHEDULE F JOINTLY-OWNED PROPERTY . ~aHTOI~~~_==~..:..._.--==",-";;;:._.:.,,,--:,";:-_C;O;o_~:'::~,~,-,-~-::,,,::':;;'';-;-'-:--::''::'':~:'.l .._. _._.. ;::."_'.1 "-'--";;'C~-':''-Il'~:_:':-'':''.::.:,:.:.=;.,:;:";.;;.,-;:.::,... _._ _._..:::;::""-",,,".:::.,,:::==.__. ESTATE OF FILE NUMBER Helen 5, Slevens n .'.""_,,,.,,..,,_ n..u__....11,.:-94.:-0~~...........__.__ . =--==~=~l!!~u..ji~!lf[!iL~~-~--~_~~~_~~ ~:~~'.'. -~=.~=~~:==~~--.~:_''''- -.. ______ _.__.____.______.._...______......,.___._._.. _____.m'h ..___ n. '___'_h____ ---.--.__..J!~~L.___ . ..n~!!PMSS_._._...__...__..m...__ RE.~JIOI!.B!!~..TQ.!).C!.!!.!:.llENT.. A Huber S, Stevsns r.o. 80x 2017 Carefree, AZ. 65377 Son 8, C. Jolntl -ownld Ploplety: ITEM LETTER NUMBER FOR OATE JOINT MADE TENANT JOINT ------.-----0- DESORIPTION OF PROPERTY . TOTAL VALUE OF ASSET DEOD' DOLLAR VALUE OF "INT, DEOEDENT'S INTEREST ---.--...-.---.-.---...---.----- -.-..-.--- -._--- ---.~_. 1. A 5/26190 Cart of Deposit #90632, Farmers Trust Co, 12,190.66 50% 6,095.43 2, A 1/21/92 Cart of Deposit #99413, Farmers Trust Co, 35,237,43 50% 17,618,72 3, A 8/13/92 Cart of Deposit #100977, Farmers Trust Co, 13,693,66 50% 6,946,93 4, A 8/13192 Cart of Deposit #100978, Farmers Trust Co, 20,774.56 50% 10,387,28 5, A 4/16/92 Cart of Deposit #103915, Farmers Trust Co, 10,626,71 50% 5.413,36 '" ! Totll (Ilia Inlet on Unl 6, '..Iphullllon) (If marl Ipl0111 n..dld. InIOn Iddhlonlllh..tl ol..ml 1111) .' , .46,461.71 ~Alm()fl'ltMnVAIM "''''Alf::llAJ1N~ "'"IOOICfOlIO SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCI:LLANEOUS. EXPEN$!=S" PI!~.. !rPJ.a!.~~~L- :.~'I.FI~E"NUM~eR 21-94-0434 . - -.--.AMOUNf ... .________.__ _.n _u_,. '_n.' ...___~ .. u..___..____.~_ ___ ._._"~_h__ .~ Hel~n .s.,~tevens DESCRIPTION ESTATE OF .P-WEM ._._~.~foI!lER. A. 1. 2, .. ,.-.._---._----- Funeral Expenses: Hoffman Roth Funeral Home First United Churoh 01 Christ, reception & flowers 1,365.00 144,73 B. AdmlnlatratlvlI Costs: Farmers Trust Company 16,565.38 1. Perlonal Rlp'lI.nlaUv. Commlnlon. Sacl.1 securltv Numbar of Plnonal R.pr..lnlallva: V..r Commllllon. paid 2. Marney FII' Flower, Morgenlhal, Flower & Lindsay 515.00 3. Femlly Ellmpllon Clelmenl Rel.llon'hlp ------- Add,e.. .1 CI.lmenlet d.cldlnt', dllth Slreet Add,.., .---- City S"'I 0,00 .._._~.._-- 4, Probete Fill Reglstar of Wills, Letters Testamentary 333.00 C. 1. 2, 3. 4, 5, 6, 7, a, 9, Mlsoellansous Expenses: Cumberland Law Journal, advertising Lelters Testamentary Dlversllled Appraisal Services, real estate appraisal Register 01 Wills, short certlfloates Notary Fee The Sentinel, advertising Lelters Testamentary Fahne3took & Company, Legel Transfer Fee Seaboard Surety Company, Indemnity Bond Fee Reoorder of Deeds, Release FIling Mleoellaneous Filing & Closing Costs 40,00 225,00 24.00 33.00 62,12 45,00 0.69 12.00 300.00 ._.__.__.__________........TCI.1 (.I!!'_!~~lE~JI.n' V, r..c.~Jt.u!.lIcnL (II mare .p.c. I. n..ded, In..n .ddltlonel .heeta 01 um. .,..) --...--.--- 19,694,12 LAST WIl.l. lINO TES1'lIMEN'l' or.> ImLEN S. S1'EVF.NS I, IIEI.EN S. S1'EVENS / of tho Dorough 0 r Cnl'li a 10, Cumborland, County/ Pennsylvania, doclaro th:s Inotrument to bo my I.ast \'/11 i and Teatament / in mannor anel form following I 1. I heroby expreosly rovoko all Willa anel Coelioils heretofore made by me, 2. I horeby direct my F.xocutor to pay all my jual deN:s, funeral and adminlstrativo exponsos out of my ootate/ "s 'WOll nil praotioable after my death. 3. 1 give and boquoath the sum of Five Thousand Dollaro ($5,000.00) to each of my grandchildren who are then lIving I and to the issue / per stirpes / if any / of any grllndchild who is thon decaaoed. 4. I davi.o and bequeath tho romainder of my osta te to mI' son/ lIuber S. Stevens, and if 'he is not then living, to his ioouo then livin\l, pel' otirpes. S. I nominate and appoint my son/ lIuber S. Stevens. as Exeoutor of thiB my l,ast ~lill and Tostament I and as subAt i luto Exeoutor I nominate and appoint my ?rnndson, Jamos D. SI""""9, I further direct that my personal reprosontativl' ahaJJ II'. bo raquired to file bond or security in any jurisclictlon. IN WITNESS l'nlERCOF/ 1 have hereunto set my hand and Ronl 1.3 ~ day of Juno/ 1983. this ?/.(C~L- $,' s1'~~"2...ISEAJ.) lie en S. Stevens WITNESS I ~4.~ /?r /1, M~11'~-----+'. - 1 - fTI'AJHUP.If\[Vll.'Wl 1'01(1'1 ~ A. First AlIlcricall1'itlc [lIsura/lcc CompallY 'H~ INfOfl'-'ATIOfl CO/HAIMD III DlDCI\S C,. 0 .11. I, NlJ LlllE 40115 IMPOflTANT TA~ INfORMATION AND 15 DEINQ 'ummillEU 10 THE IlHlflNAl,IlE'fEIM tfRV1CE, U,S, DEPARTMENT OF HOUSING & URBAN DEVELOPMENT If YOU ARe REQUIReD TO 'ILE A RETUAN, A Nl!OUmNCl! PENAlH op, OTtll!fl SETILEMENT STATEMENr l',NCTIOII WILL DE 11lAI'OSEO Oil YOU If TIll:! m:M 19 IlCOUllIW 1001 nErOATEO I~O Tile IRS U(!IEmIINf5 IIlAT 1111A5 flOt U[EN 1l[l'onlfO U, lypo 01 loan -. .. Q FHA 2,0 FmtlA 3. o Conv. Un/os, 16. FiloNumbor 17. lopn Numbor 10, MorlgoOo Inlurllneo C... Numbor" 4,0 VA 5.0 Cony, In$. -. C, NOTE lhit lorm IS IUlnlshoc to 01'1'0 you II ,t<1l11mllnl 01 aClunl loll!omonl cosll, Amountl paid 10 ond by IhO .0ltlomonlllUonl .ro .hOwn, lion" mOl1l0d '(P,O.C,)' .....0111 paid oultldo Iho clollng; 1hoy aro .ho.....n nOlO lor InlOlmllhOnol PUlpolO10nd ll/O nollncll/dod Irllho 101111. 0, NAM[l AND ADDRESS OF OOR/IOWER E. NAMll. ADORES!) A"ID l.iN. OF SCiLlEfI F. NAME MID AODIIESS OF LENDER -- Wilalllll M. Kron~Xlrq Estate of Holen S. StovollS Fanners ~'nJSt COOll/lIlY JoAnno S, Kronm rg. I Wost lIigh Street Carl1ulo, PA 17013 0, PROPERTY LOCAlION II, SETTLEM"H AonNT 605 Dovonshiro Drivo Edward L. SChOll>Pc.l:!lg . ' & 301 Wauhington Lana '""'"''''''"'"' l.n""",~" Carlislo,' PA 17013 I Wost High Stroot November 15, 1994 Borough of Carliulu Carlislo, PA 17013 Diubursoment, J~ _ _ _________NovCll'lJor 21,199. SUMMAR V OF 1I01l1l0WER'S TRANSACTION K, SlIMMAIlV OF SEI.LER'S TRANSACTION -- -;:-:-_ 100_ (J/W.!:.~ AMotprr Dl1F. FROM nORROWF.R: _~-;;::- 400, GROSS ,wowrr DUF. TOSfil.LEn: 101, Conlflel Ul-:I Nice l~H~O, 00 401. Conlf.1fl ulClpri,c ,,, onn n, 101. PCflonllpfOpUty J;"m-:-OO ~tcrlon~~!L-. ~~S~lIIC~I!I!.' 10 bonowc/ 111M 1>400) ~Ol ~. . ~O.. - IDS, 40l AJiIHI'"tll~'-;;' i/IIIlI na/d by ulltf In uam"c, A.dlltHrllto" I~f (I,,,U 11ol1:!J!J. SIll" In QJ~iJ/I(' __ -- 106. CII~f1own lUll 11/15" 12/31/94 R~.7q 406.Cllv/lnwnlI1CI t11.1li 10 1'/11t94- n. ." ~_CollnIYlnCl ICl 407,CounlvlUCI 10' 108. S,"oo,,,W--rrrf579".r;-b/Y0/95 9Qh1L 40t SCllooll.HeI-1l/15/94 10 ~..6LJ.O~_ -- no. " 109, Wlle/ISowat " 409. Wlter/Sewer 10 - - J..!L_ -- 410. III. o4lI. f-!!! 41t 120. GROSS AMOUNT DUF. ""ROM BORROWfiR 14:':>, ;!~u. 90 410, GROSS AMOUNT DUli TO SEl.UiR '" '00 on' f-=~OO, AMOUNTS PAID nY/OR IN nEIIA/.p OP nORROWER: .100, REDUCTIONS IN AMOUNT DUB TO SBLLBR: 201.~lIOliIOtu//lC1ln10neY 1,UUO.OU '~rll, RICCH llallOlll/utlnttrU<llunJ) 'lOt PrtnclDalamounlotnew 10Jn(1I 121 000,00 'Ol.ScUlentenlCh~eJlolellcr/llntltOOJ , A'A no 20). E~llllnlltJln(III~~cn lubJecllo 'Ol.E,lllln.aJg,an(llllkctllubjeello 104. '04. Payoff at 011I nlOrl~a~e loan 20', '0', 106. 'Od, Pa~orf ot ucond mO/1UU loan 201. 301. 201. 308. 109. lQL- AdJul/mlnll!o"ttnr'III1TlQldbyull" tlJ/~-I/IIltlr/;t;; 11'"11 Ul1illlld by "11,, 210. Cllv/lOwn IU~,1 " '10. CllvAown Iml 10 211.CounlYluCI " Silo CounlY luel " , 2\1.SchoolluCI 10 511. School IHCI " l\J.WllCtISc"Nct " Sit Watct/Sewer " 11.. 314. 21S. 1Il. 216, 116. 211. '11. 21B. III. 219, '19, 'l~0. TOTAL 'tHD flr/FOR nORROIYER 122/000.00 '10. TOTAt. RWUCT/OH IN AMOUNT DUE SEUER JOO, CASII A T SE7Tl,E'\/6'NT PROM/TO nORROWER "-""1 600. CMII AT SE77LE,\/BNT TO/PROM SeLLBR 301. O/llll .moum dye (fnnt boffa.....cr (/ill~ /20J 12S,25_~ 601, aron~tI\ounldllc lalellct(/lnt420J ", J01. LAn amaunu ~~Id bvltor boIlO.....~f /11111210) 122 000.00 601. l.w rcducllonlln amC'unl due ullcr (1/111 HO) , ." 00 JOJ.(.'ASII rnf'RO'\/ DTO nORROWER 3,250.90 60J,CASII Df'RO'\/ liI TO SBLLER 120,504.08 I have carofully roviowod thO HUD.l SolU!Jmunt Statomonl and, 10 Iho bosl of my know/odgo and bolior, II I' a truo and accurale stelemenl 01 all recolpta and dlSbursomonts made on my account or by me In thIs tlMsncHon. Ilurtnol coltHy IMI I havo (ocolvod a copy or thl. HUO.1 Solllomonl SIDtomonl. I dlroct and aulhOllzo tho So1liomonl Agent to m8~o tho dlSlributiono illdicatod horoon lor my accounl, (ocognlzlng Ihallho SeUlomenl Agontl, not rO!lponslblo lor 1ho accuracy or validily "r dl,bullOmonl omouI'11s or tho complOlllnOU or chl1rgoa mado by olholl. Any I lorosl oarno~~~!l dJpOSIIOd .....~h Bolllomonl ^oonl horoundor may bo lolillnod by Solllernont Aoonl \ I . '0 I - -=- ' },~t~~~~~~!rO>>~~- mf AOORUS AOORESS To tilt' bOlt of my knowlodgo, Iho HUD.' Solll11mont Zlalomont which I hayo preparod Is 0 lruo and occurato occounl or lhO fundi which woro tec.lyod and h '10 'Jon or '0'1'111 bo dlllb 'sed by tho un~o'llgnod at pall ollho loUlernont 01 1111. transacllon. Nbvcmbor 15, 1994 CAfE ',. FARMERS TRUST OneV\est High Street r.O Box 220 Carlisle, Pennsylvania 1701.' . D~le .}pri129, 1994 Farmero Trust Companv ~ Tru~Department p.O. Box 220 Carlisle, PA 17013-0220 " Re: Estate of, Helen S. Stevens 098-26-8827 Date of Death 4/20/94 Dear Trust Dept. In anawer to your reque.t concerning eccountl owned, either IIparetely or Jolnlly, by the above referenced decedent and the balance In eaoh aecounl .. of the dill of death, we hive oheoked our records and are subtnlttlng the foUowlng information In duplioate, We sug9l11 thll you rue one of thlll lellen attached to thl Pennay!vanie Inven. tory forma (RCCl to .ubstanllate the balance you rtporl. Nota that we have shown the correct rl9btratlon for each accllunl. AIIo, Intereel ICClNld to . the date of death, If any, I.lllated IS I ..parate fi9llrt. Very truly youn, ~~ Doris Goodhart CD/IRA dept. Certificate 1-A94085 was opened 1/4/91. The value as of 4/20/94 was $11,082.39 plus accrued interest of $2,050.40 for a total value of $13,132.79.__ This CD is registered to Helen S. Stevens, alone. I I Stevens I I The following CDs are all reg.istered to Helen S. or Huber. S. Stevens. CD H open date accrued interest 000 value 90632 5/26/90 $2,190.86 $12,190.86 99413 1/21/92 $2,432.38 $35,237.43 100977 8/13/92 . $518.01 $13,893.86 100978 8/13/92 $774.56 $20,774.56 u103915 12/16/93 $4.55 $10,826.71 **This certificate is a renewal of 100344 which was opened 4/16/92. ~V.l!l47 EX AFP (12.94~ COflIlOllWf.AL TH OF PENNSYLYANIA DEPARTHENT OF REVENUE BUREAU OF INOIYIDlJAL TAMES DEPT. 210601 HAR~ISBURQ, PA 11121-0601 FI-- C)/(J --It! v ACN 101 NOTICE OF INHERITANCE TAN APPRAISEHEHT, ALLOWANCE OR DISALLOWANCE DF DEDUCTIONS AND ASSESSHENT OF TAX DAT! 02-15-95 o FILE NO. DAT! OF DEATH 04-20-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REaISTER OF WILLS. HAKE CHEr.K PAYABLE TO "REaISTER OF WILLS, AaENT" REMIT PAYMENT TOI DAVID W MACLVOR FARMERS TRUST CO PO BOX 220 CARLISLE PA 17013 =- REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 F:"'" A.ount Ro.Uted =:J CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... R iW isiij- iiC" A Fji - i 12":94"j - Nor-fer-li F - i"NHiiiif AifcE-i'"A'X - iiPPRA-i siioiiiir;"" i. i:ciWAifc E - iili' - - - --...- -. - - -..- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STEVENS HELEN S FILE NO. 21 94-0434 ACN 101 DAT! 02-15-95 If an a.....m.nt wa. i..u.d pr.viou.ly, lin.. 14, 15 andlor 16, 17 and 18 will r.fl.ct figur.. that includ. the total of 6hh r'~urna a....B.d to date. ASSESSMENT OF TAXI 15. Anount of Linl 14 ot Spou.ol roto nSI 16. A..unt of Linl 14 toxoblo ot Llnoll/C11.. A rotl nbl 17. A.ount of Llnl 14 tl.oblo at Collotorol/Clooo B rota (17) 18. Prlnolpol To. Duo TAX CREDITS I PAVHENT DATE 07-19-94 12-02-94 TAX RETURN liAS I I X I ACCEPTED AS FILEU RiiiRVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISE~ VALUE OF RETURN BASED ONI ORIGINAL 1. Rill F.ltOtO ISohldulo Al (1) 2. Stock I ond Bcndl ISohodulo BI 121 3. Clcllly Nold stcck/Portno..hlp Intorut ISchodul. C) (3) 4. HortgO'OI/Notll Rlod.oblo ISchldule DI (4) 5. CuhlB.nk Doped II/Hllo. Plrlonnl ProPlrly (Schldulo E) IS) 6. Jointly Ownod Prcporty (Schldulo F) (6) 7, Tronlhro (Sch.dulo a I HI B. Totol Alllh APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funlrol E.ponIlI/Ad.. COIII/Hhc. E'Plnlll (Schldulo HI (9) 10, Olbh/Hort,o.1 LllhilUlo./Lllnl ISchldulo I) (10) 11. Totol Doductlcn. 12. Not Voluo of T.. Roturn 13. Chorltoblo/ac.lrn.ontol Blqu..t. ISchldulo J) 14. Not Voluo cf E.toto Subjlct to To. NOTEI RECEIPT NUHBER MM886319 MM913248 DISCOUNT 1+) INTEREST 1-) 1,157.89 .00 INTEREST IS CHARGED FROM 01-21-95 TO 02-23-95 AT THE RATES APPLICA8LE AS OUTLINED DN THE REVERSE SIDE OF THIS FORM I ) CHANGED 121. 000.00 153.462,36 ,00 .00 127.71~ 46,461.71 ,00 (B) 448,640.83 19,694.12 7.260.25 nIl (12) nS) 1141 ?fa ,Q1i4. ~7 421,686.46 ,00 421,686.46 .OOX,OO. 421,686.46 X .06. .00K.15,_ lIB) .00 25,301.19 ,00 25,301.19 AHOUNT PAID 22,000.00 2,143,29 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 25,301,18 .01 .00 ,01 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN U, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTEU AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FON INSTRUCTIDNS.) \ ..,....-. -.- - -.. -.-,....--. I ...._".." 'I' f'f . RESERVATIONI elt.tl, 0' dlCldlnt. dYing on or bl'or. D.c..b.r 12, 1982 ~~ I' Iny 'uturl Int.rl.t In thl I' tat. I. tran"lrrld In pa.....lon or InJovunt to el... I (collatlral) blnl'lchrl.. 0' thl d.cldlnt aU.r thl IlCp1r.Uon 0' any I.tetl 'or lHe or for Vllrt, th. COllonwea1th h.reby IlCpr...h "..rvIII thl right to appralsl and u.... tran.'" Inh"JtancI TUII It thl IIwful Cla.. B (collateral) rat. on any .uch future Intullt. PURPOSE OF NOTICE I To fulfill thl requlr..,nt. 0' SooUon 2140 of thl Inherltlnc. and Eltat, TalC Aot, Act 22 0' 1991. 7Z P.S. Slct Ion 2140, PAVHEHTI U,tach thl top portion 0' thl. Natlcl ~nd lubelt with your ply..nt to thl Rlolltlr 0' Willi prlnt.d on thl rlVlr.. .Idl, --Hike chick or lIonlV order paVlbh tal ReOISTER OF MILLS, AGENT All ply..ntl recllv.d Ihlll first bt applied to any Intuut which uv b, du. wlth any r..alnd.r applllld to the telC, REFUND (CR)I A refund 0' e talC crldlt, which we' not roqlJut.d on thl TalC R.turn, Rav b, requllt,d bv coapl,tlno en "App1jcatlon tor A"und 0' Plnn'vlvanl. Inhlrlhncl and Ettotl TalC" (REY-UUI. Application. arl av.llabll at th. OffiCI of thl Rlohter 0' Willi, IlInv of the 23 Rlvlnul Olltrlot OffJcu, or bv 011 ling thl 'Plolal 24~hour Inlwerlng IIrlllo. nutber. for for.. ordtrln~1l In Plnn'Ylllanla 1~800.36Z-Z050, outlldl Plnn.vlvanla and within local Harrhburg arn (7171 787'8094, TOOl (7171 77Z-2252 (!juring l.pllllr.d OnIYI. OBJECTIONSl Anv p.rty In Interllt not ntlt'led with the apprallulnt, allowanc. or dhaUowanc. 0' d.ductlon., or ........nt of talC (Inoludlng discount or Inhrlltl II .hown on thh Notlc. IU.t obJ.ct wlthJn .IICty (60) daYI of reollpt of thh Hotlc. bYI "wrltt.n pro tilt to thl PA Olpart",.nt 0' Rlv.nul, loard of ApPIIlI, D.pt, ZIHOZI, Harrisburg, PA 17128.1021, OR -~Il.ctlcn to haVI thl .atter dlt.r.ln.d bt audit 0' thl account of thl p.rlonal r.pr"lntatlvl, OR "eppul to the Orphan,' Court. ADflIN ItTRAIlYE CORRECTIONS I factual .rrort dilcov,red on th1l ........nt ,hould b. addr....d In writing tal PA Dupartllnt of Rlv.nul, Bureau 0' Individual TaICII, AfTNI Po.t A......lnt Rlvlow Unit, D.pt. Z80601, Harrisburg, PA 171Z8.0601 Phon' (117) 787.6505. Su pag. ] of thl booklet "Inltruotlon' 'or Inh.r I tanfl' TalC R.turn for a RuJd.nt olcld'nt" (REY-lSOI) 'or an IlCPlanatlon 0' ad.lnlltratlvelv totr.ctabll "rort. OISCOUN1I If any talC dUI III paid within thru ISl calend,]r lonth. afhr the d,cld.nt't death, a ,lvI pureent UX) d1lcount 0' thl talC paid 11 allowtd, INTERESTI Inttrllt Ig chlrg.d b.glnnlng with fl,.t day of d.llnqu.ancv, or nln. (9) llIIonth, and on. (I) dav 'rol thl datI of dl.th, to the dati 0' pavunt, TaICII which blcall' d.llnqulnt blfore Januilr!t 1, 198Z bur Jnt"..t at thl rat. of ,1M (6Xl p.rc.nt plr annul calcula,.d at a dallv r.tl of .000164. All talCI' which blca.. dlllnqulnt on and a'ter Janu.ry I, 1982 will blllr Interllt a' a ratl which will vary 'rot oallndar Vllr to callndar vear with that rat. announc.d by thl PA D.part..nt 0' Ply,nu., Tht applicable Int.rl.t ratl' 'or 198Z through 19~5 arll '!!!! Intor..t Ratl Dallv Intlr'l~ Y!!r Inttrllt Rat. Dally Inter..t Factor 1912 20% .000S48 1917 9% ,OOOZH 19ft! 16% ,000438 1908-1991 11% .000301 19M 11% ,000301 1992 9% .000Z47 1985 UX ,0003S6 1993-\994 7% ,000192 1986 lOX ,000274 1995 9% .000247 . .Interllt I_ calculatod ftl 'olloWII INTEREST . SALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any "otlce l..u.d after thl talC beeo... dellnqulnt will refllct an In'erll' calculation to ,ift..n US) day. beyond the dati of thl ...u...nt. If PIYllnt It Iltlde aftI' thl Interllt co.putatlon datI Ihown on the Notice, additional lnt.r4"t IIU" bl e_lculetld, " ComposlUon orNet Bolunces JlrlnclplIl Murket Vulue Murch 3. 1995 ~.st Busls 4001.237 shs Eaton Vance Investment Trust P A, Ltd, Tux Free Fund 30 shs VanKampen Merritt PA Insured Munl Income Series 160 . 200 shs Allied Signal, Inc. 300 shs Canadian Pacific, Ltd. 49 shs Coeur D'Alene Mines 276 shs EDO Corp 100 shs FPL Group, Inc. 435 shs Financial Trust Corp 400 shs Fluor Corp, Ltd. 100 shs Golden Cycle Gold Corp 100 shs Idaho Power Co, 100 shs Potomac Electric Power Co. 100 shs Tenneco, Inc. Cash 40,372.04 40,292.46 29,606.40 7;550.00 4,162,50 . 741.13 931.50 3,487,50 12,071.25 . 18,900.00 . 750.00 2;462.50 1,900.00 4,500.00 203,377.R6 29,322.60 6,837.50 4,500.00 823.81 1,535.25 3,412.50 14,252.69 19,750.00 762.50 2,643.75 2,243.75 5,075.00 203.377.86 " . $330,733.1 0 ruA.2Q~ .Income Cash $3,830,63 . $3,830.63 I' prlnQipal Recelun InventolY fika Per Copy of Inventory Flied 448,640,83 ,., 2 . ' frincipol D.lsbursements Cant. 6-2~-94 The Sentinel, advertising Letters Testamentary 62.12 7.6-94 Jason Long, lawn care for June 44.00 7.11.94 Register of WlIIs, Short Certificate 3.00 7-13-94 Pennsylvania Power & Ught Co., service 15,90. Borough of Carlisle, service 11.82 7-19-94 Hoffman.Roth Funerul Home, balance due 1,355.00 Flower, Morgenthal, Flower & UndsllY, P.C., legal services 15.00 7-20-94 Register of WlIIs, PA Inheritance Tllx estimate 22,000,00 8.5-94 Borough of Carlisle, service 11.82 Jason Long, lawn care 44.00 Pennsy)vanill Power & Ught Co., service 14.30 8.18.94 Jason Long, lawn and shrubbery cure Ilnd painting 1,047,00 i 8-26.94 Hoffman.Roth Funerul Home, ten copies Death Certificate 30,00 I i 8.31.94 Notllry fees 15,00 I Register of Wills, Short Certificates 15.00 I 9.7.94 Notary fee 3,00 Jason Long, lawn cart: for August 88.00 I Borough of Carlisle, service 11.82 ! Pennsylvanill Power & Light Co., service 16,23 9.22-94 Fahnestock & Co., Inc. stock trllnsfer leglll fee 45,00 9-23-94 Darlene L Moyer, Schoo) Real Estate Tax 1,453.78 9.26.94 Notllry fees 6.00 Seaboard Surety Co., Indemnity Bond Fee Putnam Income Fund 9.89 9-28-94 Borough of Curllsle, service 28.09 I 10.7.94 Pennsylvania Power & Light Co., service 19,70 I 10.12.94 Recorder of Deeds, filing Release 12.00 .' 11-7-94 Jllson Long, September and October lllwn care 88.00 , I Borough of Carlisle, service 18.94 Pennsylvllnia Power & Ught Co., servke 14.39 r 11-14.94 Herman & Shenk, Inc., furnace repairs 122.55 Dauphin Oil Co" fuel delivery 164.70 11.16.94 Notary fee 3.00 11.21.94 Borough of Carlisle, pro-ruted water & sewer service 21.82 1% Real Estate Transfer Tax 1,210.00 Flower, Morgenthal, Flower & Lindsay, legal services 250.00 Notary fee 3,00 12.2.94 Register of Wills, filing fee PA Inheritance Tax Return 15.00 Register of Wills, balance PA Inheritance Tax 2,143,29 12.12.94 ATD Medical Services, Inc. DBA Mediq Mobile Services, 4/19 & 4/20/94 41.18 5 " . COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND: . June F. Burke, Senior Vice President und Trust Officer of Furmers Trust Com puny, being duly sworn uccordlng 10 luw, deposes nnd suys thllt the Account liS stuted Is true and correct und that the Grunt of Letters and the fll'st complete advertisement thereof occurred more than four (4) momhs before the filing of the Account. . . J e F, Burke, Senior Vice President and Trust Officer Sworn and subscribed to before me this':!';!' day of Maroh, 1995, . .,. JkA-\..'()\ 0. I~ (~ NotllfY Public .,. , ., " H(lli'Hi,iISOill Sha,on f,. 11'.1,,1,,1"" 11,,1,1"1 f'1,hIlO W~!it l)~nr,:il!O)!(l r'.'Ii),I;tH',!j'Jl;.;lI~\ c(,Hln~ My ()'J1111l\1!1111l1\ Hpi,.." APllllo, 199 Munlllor, POI1I;~v:WiiiiGiOOii'~iiOiNOt!Uloa l' ,_ ..' .' 1,1 'e \"1 , " , , " ,. I. " ,- , , " " , ,. " . . , " , " , I ,i., " l' ,. " . , , " " .. ,. . .'. ,I' ,'" ". 1,1 ,. " ,. , " . I ,. ,. ., , i; 1.1, ;,' I' , , ,,":11 '. )",' ., t, " ,. I,', I ,. II' ',' /:'. 't. ' .:\' , , 1\ . I. 'I 'I , ,. i'" It." jI" " . p ." ", " ,,' .' 'i. "I' I.i ;" .." .1', ,It' " " I I' .. ! ,,' :It' '" " 'I.' ''''. ,,, " " , 1,' " ." , " 'O;t .1:!~ '" o~ \11 ...,. i'1 01- Q. r.:, (,~ (, :"JI' if' ' ro '.'(l "'.""'. \..) I.) "0 I T) I." ~ ,; Cll (LJ .1 '01; 1- ~.~ ...., :0) 01), ",:.1,1 lrl ~) ~ ,; E 0::0:: , Ql :1 00 ,. . ]~ 5 QH .~ ui S ~ ~~1Zl ~r..~ 3as ~og~. I>f e lEI t):;J <II .0 t.> f I>f~ CIlP<ll~ro !'3Q 2 uu ~8~~~~~~~ ~' 8 ~ ~ ~ I&< ~ ~ ;Im;;u , I , J~~'?fS" 3 f~qvt)(f ISIlf'O '." AI '''l,.IJI., UOllnQIJ,IIP ,olin 'PI.,OI PllodoJd ""'" IOUIPJODD. U P"JOlp UOllnQIJ'IIP pUt AI'lnlor~ /llIlWllUOO Iunoooy Sbbtse .~ lJ ,i' , ,,- , " " "~ "I: ..,', .1' 'I I, ,i' j',' . , I hereby certify that written notloe of the filing of thll Acooun\. and of the date, time and plaoe when theaame will be presentod to the' Court for confirmation and of the lalt dlV to file wrlllen obJeotlon. to .ald Aooount, has been glvln to Ivery unpaId .olalment and to IVBt'V othlr person known to thl lOOOuntant to heve or ole 1m an Interllt In the IlIatl II otedltor, beneflolarv, heir or next of kin. ' ,. t L: 'tJ... ... OJ.= Q'. C 0 C > Q) o.:~"'~"'2!.l: E C ~,~ . Ql 0 rg 0 !:! ..., :2 ... ' 11 E l'l 'g ~ i ~ 111 l!:,::1Il C -:t 0\ "a~:lIB ~ CII 0\ ~ III ~ a CII, M t """ "" '~.e2!IIl,tl . . -:t '~l J:i ~ ..~ 0 N h is; I N .d "" u oM ~ ~ ! ~ 'co ~ e ~ ffi~t '" ~ i2&jj..i " .. R. :J. ~ " ~ ifi~l~ i ~ ii [~ ii l=1 I OJ' Q r.. 11 ~' i r! .~ ~ III r.. 0 0 . jt f!~l ~~~ d, ~. ~ j "0'5 r;: . " l=l .. , , ' ,: . 1\ ,. .. ,.. '.-, " , , , ,. '" \t, "'''\ ,{.. " ,I I' . I' '" 1_. " " I I' " , ", ,'. q , < "", " " ,;\ ,. I, 't"j . t '~ . ."" ..