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HomeMy WebLinkAbout94-00437 ,. , ( ,'I' ,)' ':' ,I,' " .,. I"~, '\ .. , " , r .\'1 " " ' ' " ',I , " ,', '.1 " " :' , '..1, ! ,1'/ I,' , II, , ,::\' ~ , 1'1' " \ " ,. , " : '\'" p , , .. ,I' , ' , ,,' :..:: 'I; I~ . '" , 1.",,',1 _I " "."/ :,1.;" . \"'Il' ". ,I. ,.I- I " ., li'I')' ., 11\,,' ) (' ,Ii ,: , r ' ~ r 1,', '" ,. 'I ,p'. ,r,' ". '0,' I" , , . , . " 1'1. No. 21 - 94 - 437 Estate of RUTH II. DOWLING _I Decease~ DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MA Y 12. 19.-li-, In consideration of thepctltlon on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECRBED that the Instrument(s) dated SePtember 8. 1989 described therein be admitted to probate and filed of record as the last will of RUTH B. DOWLING and Letters Testamentarv are hereby granted to~uktha Leisenring and John c. Dowling - - '!(bo@,JldII ~() (i11~tJ 7r;,& ~. RecJlIe' 01 Will. . -Q (I MARY C. LEWIS F1!ES Probate. Lettcrs,Etc. . . , . . . . ", $ Short Certlflcates(1 ~. , . . . . . . . .. $ Renunciation .." t . , , . . . . . , .. S X-Pages , ,1CP $ TOTAL.......;, L 21.6b 5.00 411.9 on Stanley A. Smith l.D. 1133182 " ATI'ORNEY (Sup. CI, \,0. No,) RHOADS (, SINON, P. O. Box 114& Harriabur2. PA 17108-1146 ADDRESS (717) 233-5731 PHONE 375.00 48.00 Flied .... M~X. ~J.~, ) ~.9A................ ., n 1~,{ [;, In " 'Iln.. 'l', ('.. I " (,1) I '~~, ~. ~lj , I " " " IJI ll' FJ\ ,- (,C . "J :J UC) Mailed letters and order to attorney on 5-12-94. \., I...... r (l~ II) 't': ..,' 1'" L'I \\'1'".- '1' i,l "" ~ .-.:.r C'H',' "il ';' " " I I \ \ " i'-,' ,. " " " I,,! " t' ," '/1, , ,. :' , , ". " If " , . " I" " ,,, " " , " ;," Ii\, , ,,\1 " ,""" " ',j'. " \ , \ ~ I \ t ~. , " '" " 1" " '" ," " I' ,. ,. " ,. ',"' , /;1_ " I. . ,,' ,. " " '.. ,. 11,., " ,.1," ,. " iii.. " " I,; ,. " ,. " ,,\ 'i,l' " ,!" :1 I.I! " 1 . I. ',i 'fi ,<, " , , " ,il; " " , ~ I ! I ,I' I '" ii' ;. ,. " " ., ,. \. " ,"Ii t_",,' '" ,', Ii' ',', , " " " " \;," " '. 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" p'; ;1 ',i I', i" ", '" ,., 'I, ." , '" LEf/ .; f/6 ~ JZ YRO/RDOWLING.WIL/DISK: WILLS fa/SEPTEMBER 1, 19a9/bma/f2' LAST WILL AND TESTAMEN~ Ql RUTH B. DOWI,INq I, RUTH B. DOWLING, of Harrisburg, Dauphin County, PennsYlvania, being of sound and disposing mind and memory, do make, publish and deolare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. ~J: All inheritance, estate and similar taxes beooming due by reason of my death ("Death Taxes"), whether suoh Death Taxes shall be payable by my estate or by any recipiont of any property, shall be paid by my Executor out of the property passing under ITEM V of this Will as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurdnoe or other property not paSsing under this Will. ITEM Il: I hereby exercise all powers of appointment whioh I may have at the time of my death in favor of my Exeoutor, and all property subject to all suoh powers of appointment shall be included in my estate and be governed by the provisions of this Will. Page 1 of 8 pages ITEM III: I give and bequeatn all of my household furniture and furnishings, books, piotures, jewelry, ohina, orystal, applianoes, silverware, wearing apparel and all other like artioles of household or personal use or adornment (exoluding the pictures and automobile disposed of under ITEM IV below) to SAMYUKTHA LEISENRING, if she survives me. If SAMYUKTHA LEISENRING does not survive me, such artioles shall be sold and the prooeeds thereof shall pass as a part of my residuary estate. ITEM IV: I hereby make the following bequests: (a) In aocordance with the wish and direotion of my beloved husband, Huette F. Dowling, as expressed to me in conversation during his lifetime to the effect that he would like to provide funds for the education of a priest, I hereby give and bequeath the sum of TWENTY THOUSAND DOl,LARS ($20,000.00) to THE BISHOP OF THE CATHOLIC DIOCESE OF HARRISBURG, for the purpose of establishing a Scholarship Fund, the inoome from which Fund shall be used towards the cost of the eduoation of priests. I direot that the name of suoh Scholarship shall be liThe Huette F. Dowling Scholarshipll, and the recipient or recipients of the said Scholarship or Scholarships, shall be residents of the Diooese of Harrisburg, Pennsylvania, and shall be designated by the said Bishop of the Catholic Diocese of Harrisburg on whatever basis and in suah manner as he deems advisable. (b) I give and bequeath the sum of FIVE HUNDRED DOLLARS ($500.00) to the PASTOR OF SAINT PATRICK CATHEDRAL of HarriSburg, Page 2 of 8 pages . . of in the preoeding portions of this Will, to my sister, GERTRUDE N. BOWMAN, if she survives mel or if she does not survive me/ to SAMVUKTHA LEISENRING, if she survives me. If neither GERTRUDE N. BOWMAN nor SAMVUKTHA LEISENRING survives me/ I give my residuary estate as follows: (a) TWENTV PERCENT (20%) of said residue to SAINT PATRICK CATHEDRAL, State Street, Harrisburg, Pennsylvania. (b) EIGHTY PERCENT (80%) of said residue to THE BISHOP OF THE CATHOI,IC DIOCESE OF HARRISBURG, to be added to the fund established under ITEM IV(a) hereof for the purposes therein defined. ITEM VI: No interest in inoome or prinoipal of my estate or any trust oreated hereunder shall be subjeot to attaohment, levy or seizure by any creditor, spouse/ assignee or trustee or reoeiver in bankruptoy of any benefioiary of my estate or of any trust oreated hereunder prior to the benefioiary's aotual reoeipt thereof. My Exeoutor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except ns may be speoi.fically provided herdn), pledging or assignment by any beneficiary of my estate or of any trust oreated hereunder and without regard to any olaim Page 4 of 8 pages thereto or attempted levy, attaohment, seizure or other process against said beneficiary. I'l'EM VII: Any person, who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. Any person other than me who Yha1l have died at the same time as any then beneficiary of income of my estate or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased such beneficiary. ITEM VIII: In the settlement of my estate, my Exeoutor and Trustee shall possess, among others, the following powers to be exercised for the best interests of the beneficiaries: (a) To retain any investments r may have at my death so long as my Executor or Trustee may deem it advisable to my eBtate so to do. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property as my Executor or Trustee shall deem wise, without being restricted to So-called "legal investments" . (c) In order to effect a division of the principal of my estate or for any other purpose, inclUding any final distribution of my estate, my Executor or Trustee is ." Page 5 of 8 pages " , (g) To hold investments in the name of a nominee. (h) To compromise controversies. ITEM..IX: If at any time any minor shall be entitled to receive any assets free of trust by reason of my ~eath, whether payable hereunder, by operation of law or othelwise, I appoint my Executor as Guardian of such assets authorized by law payable to such minor. The Guardian may receive, administer and shall have full authority to use such assets, both principal and income, in any manner the Guardian shall deem advisable for the best interests of the minor, includitlg high school, college, university, graduate or other education, without securing a court or.der. The Guardian shall have all the rights and privileges in its capacity as Guardian as are herein granted to my Executor and Trustee as to my estate and any trusts created hereunder. ITEM X: I hereby appoint SAMYUKTHA LEISENRING, and my nephew, JOHN C. DOWLING, as Co-Executors of this Will. If for any reason either should fail or cease to act, the survivor shall act with the powers given to both. All references in this Will to my "Executor" shall also refer to my Co-Executors, as the case may be. Page 7 of 8 pages O~);i~;:;\:ii~,;t( ;~:~:~:',I.: -<)f*\~/'; ..,j:'\"'IJ _ .y,' !' I' ~' "IVf{ (1"\1' 'I - " " :'(( ).-~, .'"h' \ ;.,"/ /.. ~ '-;~;': ~ ;, l"~r kl1:tJ ~:,t::~;i;', :1::-; ",', ;....' . " 11"h4-'-'~-:'1\\\!-\"I,-, !, 'I', ~ :,f,,',-,,i1{:':; I';';"'" '" ,- '.' {!I'~I~f{lr'i'l/;\\i~~-/:;'1 :!:-.~,\ . ,\...1:-\\11,,'. ~'!jl.""l" ,J" 1I1?' ',!il~!'-~, ,11, , I ' '1-, :1iJi t. ; "I, 1 "I-~" I _ \. _ " - W (~'('l~' -,''''';).1,' 'J-',,!, ~'M~n;JI',~-.i}''';/:<'i-'Y I. ," :.1,'( ).1:, (1~':'~1 VI ,', '!';; ",,/' ':"~:"""'\ff;,. ." . ' :!!('~-\-':~'~~'/i\',~~_\I.I'~' , ,',-_', '--, ,!hA"':"'i,\/t1t.-.,,/, ":. '"11''' ,< /", \'1 '\,'1'f'c\"'l".;'I,I.,,;,,-,'. ,'It',I,lI.!',,!, o',! i1j.:,.J,i1.1"o,j"("I"I\::':,'", ," t" Jl',l["_"j;\,-',!,l.:oi," ',' ,;,,',",' - ",' 1'H.f'-'}'-\""'\''l'-'~!'H _' :1_\':\';\ .' 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" ',' ,. ',I ::,j,~>1l'J ',~t-::':ijr:~:, , ' '" I, , PIJRlIOIEllf NOTICE. To fulfUl thtl requlrMlfttl of S~tlon 2141 (b) of thl Snhuttlnc. .nd Eltat. fix Aot, Aot 22 of 1991. m P... "otlon 11m, PAMHT. Jlttaoh thl toP portion 0' thla Notlcl and .UOllt with your PIV.."t to thl AIgllt,r 0' N11l1 printed on the rIYlr.. llde. .. Hok. ,hook or 'Ont, order p....I. 10' REGISTER OF MILLI, AGENT. All ply.."tI r.celvtd 'hill be appll,d IIrlt to InY lnt.'u' which .IV ~ due with MY r...lndar applied to t'" tllC. " REFI.IlD (CA) I . r.fWld of 0 tax or.dlt uy b.. r.qullttd by cOlIP1,Ung In "Appl1oatlon 'or R,fund of P'M.)'!v."l, Inherltl"ct and Eltlt. fa)l" (REy-nUL App110lUonl .r. IVIllahlt at the OfficIo' thl Rlght,r of W111t, WlY 0' tilt n R,v,nUl Dlltdot OfficII or frol thl DIPlrtl,,,t', 24"nnur anlw.rlng IIrvlcl fIUIlb.r. for 'or.. orderlngl In PI"I,.y!v."l, 1-8000]62-Z050, outltdl Pannu1"."1_ and within loul Harrisburg .r.. (17) 781.a09~, TOOl (717) 77Z-ZZSZ (Htlrlng t.p.lnd Only). OBJECTIONS 1 AnV Plrtv In Intlr..t not l.thfJld with thl ........nt of taK at .hown on thh notlc. IIV objlct wltt1ln, .lMtv (60) dlv' of rlc.lpt of thll Hotlcl bYl nwrltt.n prot.,t to ttw PA D.part..nt of Rlvlnu., Board of APPlll., Dlpt. 211021, Hlrrhburg, PA 17121-1021, OR nll.aUng to hlv. thl IIttlr dl'.reln.d at audit of tht p.r.onel rlpr".ntllUv., OR .-apptll to the Orphan.' Court. ADttIH- mRATlVE CllRtll;CTlDHS. Flotu.1 .rror. dhcoVlr.d on thll ........nt should b. .ddr....d In writing tOI PA D.p.rt..nt of Rlv.nue, lur.", of IndltJldu.1 '"It1I, AllHI Po"t A.......nt R.vl.w Unit, nlpt, 210601, Hftrrhbura, PA 17121.0601, Phone (717) 787-6505, s.. p.a. 3 of 'h. bookl.t "In.tructlons for Inhlr ltancI TllC Rlturn for I Ruldent Deeldlnt" Cf<<EY-UnD for In IMPtlnatlon of IdtlJnhtrat1vlly corrlot.bl1 errors. IHTEREST . For det.. of d41.th on or after 10-3-91, P.ooIYlv."le Eltetl T8M bend on the Fedtrel E.tatl Tilt return beoOMI dllInqu.nt It the uplratlon of nlM (09) IOnth. frol the ttet. of d..th. For detll of d'lth prior to 10-3.91, PIM.yIVI01. E.t.tl TaK b...d on thl F.deral Estlt. TaK return b.eoall d.llnquent It thl 'ICPlrttlon of .lghtHn nl) ItOnth. frol thl ct." of d.,th, Tlltll whJch heo... delinquent b.'orl Januarv 1, 1912 bltr Inttr..t at thl rat. of lhe (6Xl percent per ~ cllcul.t.d It . d.lh retl of ,00016., All t'KIII which blo'" dtllnquent on or Ifter JlI'IUtrV 1, 1912 wUl bllr Interllt It . rete which will very frOll o.lIndar Vllr to cal.nder yllr with that ret. lMOunctd by tilt PA Dlp.,tHnt of R'Vlnut, The .,pllclbl, Inter..t rat.. for 1982 through 1995 "" '!!!! Intlr..t Rltt D.Uy tnt.rut Flctor :!!!r Inter..t R.t. D.IIV Internt Feetor 1911 20~ .000141 1917 9X ,ooom I9U 16~ , nlOUI 19...1991 m .000SOI 19~ Il~ .ooom 1992 9X .0002\7 19U IS~ ,OODSS6 1991-l99\ IX ,000192 1U6 10~' .ooom 1995 9X ,ooom "-Interllt II celcull,.d .. followll INTEREST' BALAHCE OF TAX UNPAID X NUHBER OF DAYS DELINqUEl4T M OAILY INTEREST FACTOR uAnv Notlc. ll1U1d IUlr the. tilt bteOM' dellnquent will "Utet 11'I Inter..t ollculltlon to flft"" ClSl dlYI beYond thl dlte of the ........nt. If P'VHnt 11 .Idt efter the Int.rllt CHputltlon det. lhewn on the NotlCl, Iddltlonll Inter..t IUlt b, Clloulltld. r II I PAVIENT I Detloh the top parHan of thlt lIoUo. and IUbalt wHh your PIYltnt ..d, Plyablt to thl "a.. and addr... prlnt.d on the rIYI'" .Jdl. If RESIDENT DfCEDEHT .ak, chick or lonlY order payablt tOt REGISTER OF WILLS, AGENT I If ~ON.RESlDENT DECEDENT ...... chIck or .an" ard.r p"lbl. to, COHHONWEALTH OF PENNSVLVANIA. All plvnnh recIIVld shall bt applied fir.t to any Int"..t which laY bt dUI with any r...lndtr IlPPUld to th, tllC, REFUND eCR)1 A r.fund of . talC credit, which wa. not raqu..hd on thl TalC Rlturn, IIIV b, requllttd bv co.phUng In "Appl1catlon for R.fund of Pannlvlvania Inh.rltancl and Elt,t, 111)1" (REy-nU), Application. .r. avaUablt at thl OffiCI of the RIght,r of WUh, any of thl 23 R,vlnul DlItrlct OffiCII or frOll the Dlpart"nt's Z4-hour anlwlrIng ..rvlel nUlbUI for for.. ord,rJngl In P,rw'llylvanJe 1-800-362-2050, outsldt PtnnlylvanJI end within local Harrhburg orn (111) 187-80911, TOO. (711) 712-2252 (HlarlnG I.palrld only), REPLV TOI QUlltJonl rlgardlng Irror. contalnld on thh nntlcI ,hould bl addn..ad tOI PA Departlent of Rly,nua, 8uruu of Individual h)lll, ATTN. Polt A.......nt Rlvllw Unit, Dlpt. ze0601, tlarrhburg, PA 171i?a"0601. phon. (7m 787-6505, DISCDUNT, If IIny ta)l dUI is Pllld wlthJn thru (3) caltndar aonthl Ifter th, d'eadlnt', dlath, , five p~ro'nt 15:0 discount of thl talC paid h aUow.d. INTEREST, Int"tlt 11 chargad bllllnnlng with flr.t dllf of delinquency, or nlnl (9) lonthl and one (1) dlY froe the dati of dleth, to the dati of pay..nt. TllCn which blCMI dlllnq~loint blfore J,nuary I, 1982 bllr Int.rllt at th. ratlof .he (6:() Plrcent rtr ,nnUM cBlleuhtld at e dally rate of .000164. All talCII which blo'" dlllnqulnt on and after January 1, 1982 will bllr Int.,...t at a rat. which wJll vary 'rol ullndar Yler to celtndar YII, with that rah IMounOld by thl PA Dlp.rhent of Rlvenul. Th. apPllc,bll Interut retl' 'or 1982 through 1995 lrel VII' Inter..t Rlt. Dally Inttrnt Faotor Vllr Interut Aat. DillY Inter'lt Flotor -- 1982 20X ,000546 1987 9l ,000247 1915 16X ,ooom 1988.'991 III ,000101 1984 1IX .000501 1992 9l .000247 1915 l!X ,000156 1993-1994 Il ,000192 1916 lOX ,000214 1995 9l ,000247 ....Int"..t h cllculltld u followlf INTEREST . bALANCE or TAX UNPAID X NV"BER OF DAYS DELINqUENT X OAILY INTEREST FACTOR , .. "-Anv HoUeI JIIUld .fter the tilt blco,,, dlllnquent will refllot In Jnttrllt calculation to fifteen (15) diY' blyond the dlt. of the u'lo'..nt. If PIY.lnt It ..dl after thl lntere.t COlIPutlltJon dltl shown on ttt. "'OtlOl, addl \Jon.l lnterelt lust bl oalculatld. " ,.1, , ,. , " , ,,' I", , . 'I: I;' " " ,. " ,q ,. " ." ,I' <I" , '"~ ,\'i " " .,. " " '(I' , " " !, ", , " " 'Ii , " " , " .<J.'V~ ,;:!~::: ~~I" " "f I, ;;;; d>l ~ ) (II H'~~, &0:: ,. i-, " I, ". Iq''''''':' '"p!. ,,\ ..', I. ". It:(- ' (:(:, ~ ," , ,. " C7! ,. ,I' '.1 '~ ,..r p' L, ""'!!C' " ;:l ~'''I: 0' "'( :" ,.f' .\ II;'!' ." I h' .11 ,. 8 i!l8 (;).. " ',. "J', 'I' I' ,," I', , ,. .. I,i' tl ,Ii, i I', " ,,, ", ~ ' ; " '" ': " " " il- j I I' 1- ,. H /. .', ., ,. " \' , "j, , " ''I, '\' " " ", I.' ", ',' It." " .\ I. .,(, j' i. ,!' I'. t, t.' " " " ,. '(1 I' .i " , " " ,,\ 'I, , , II! " , , i! , , f , i. ,. i! If. " , , , '(. , , " " ,. ,. ;. '." ." 'I' " ',J' tqt I'll " 'j;'I' 'I'" F ,1-" " ,. ',. I.;' .. I' ,. " .,,1 ,. " " 1\: " I'. " " ,. i'. ,-,',,' h! " 'I' ""Il ." I: it.!' "', " " '" ,. I,"~ " \. j. "j'j" , ", ,,' ji ,. " " " , " '.', ~ ' ,j, \ ,'. ,I' " (, ;. " , , 1-" , ". 'j' I, , , .... , RIIOADH a SINON HIN"' W. "HOADI "OIUIT H. lONa. ..lit' IHlftlLL T, won" JAN II. "ADIN "Ie HMO a WOOD LAWftlHCI: . "'I"ANI Ill' J. ,,,uer \WAlTl:" JOHN'" NAN.tel( 'MNKJ Lun " .n:flHlH IH'ILA CHANLU L. IIICK' "AUL A LUNOCl:N JACK" HUftllY."''' NATHAN .. WATE"II, J" DAviD' DOWLINO DAVID" D'LCAln' DAVID O. TWADDtlL CHAR LEI J. 'rft"... S'ANLEY A. .lIlnH ATTORNEYS AT LAw DAUPHIN BANK BUILDINO TWEL'YH FLDO~ ONE SOUTH MA~KET SQUA~E P,O, BOX II4te HA~~I.IIU~O, PA 17108-11<16 ""UL. H. "HOAOI ..0.,.'.... JON'" N. ...U..I:LW...... l'l..l'~ CLnE ft. HtNDI"IHOT ,.......0 0" COUNleL '''ANK A. 'I NOH JOHN C. DOWLING ..lINt II PAIt4OAA"O' DNAKt D NICHOLAS THOIol'" A, '''ENeH OCAN H DU"N.tH~l DONNA 104 J. CLA"'" CHAJlLU t. aUTIHML lUCY t. IIHlULI:Y ..AUL,. WUIUL IHAWN 0 LOCHINOllt .leal[ It_ "U.ll lOAIJ r.lcn"ov I(IMI""L'1 AL.'UatlT NOll YI"QUiIA PO. HINICHtl BUSAH C SCHWA. DrAN'. Pll"MATTel TOODJ.IHllL ...IN.U'l" 104 MaUUOH TELEPHONE (7 I 71133,&731 FAX NOS: (JENtAAL1717.13I,I04". MUNICIPAL QROUP: 717,131...10 LITIOATION ORDUP, 717,131...37 DIAteT DIAL ''In. rJltNO. 'ALIO AOIolI"IO '0 THI HOfllIO'O....... July 25/ 1994 Re: Estate of Ruth B. Dowling File No. 21-1994-00437 00 f >1 VIA FEDERAL EXPRESS Ms. Mary C, Lewis Register of Wille Cumberland County Courthouse One Courthouse Square Carlisle, PA 17103 T'-.) ':.. Dear Ms. Lewis: Enclosed is the Estate check in the amount of $95,000.00 representing payment on account of Pennsylvania Inheritance Tax for the Estate of Ruth B. Dowling, your file No. 21-1994-00437. We are making payment within three months of Mrs. Dowling's death (4/28/94) in order to qualify for the 5% discount for early payment. If necessarv and appropriate. please reauest that the Department of Revenue post-date this payment, Very truly yours/ Enclosure RHOADS & SINON By: dd~4tl~.d~J ~bara A, Shanahan Legal Assistant to Stanley A, Smith cc: Samyuktha Leisenrig Judge John C. Dowling Stanley A. Smith, Esquire S7367 LANCASTtR OFF'ICE: 18 NOATH LIME STREtT,LANCASTtR, PA l?ftOe, TELE:PtiONt (?111317,SI'?, f'AJ(17I?) 31',Uft7 AF'f'Il.lATtD OFf'ICt: SUITE 301, IIIISI W, CAMINO QARDENa BLVD., BOCA RATON, fL 33<4,12, TEU:PHONE (""071311110151815, FAX 1..071 3aD,a.H.' i I ( ,~\ I,\-! '>.11\ ~:, i: i 'il i, I !~I ' t1, l,h'l h411\ ,'. net ru II"" m ,LI"J IT" ru - m . LI') " /TI .-at . M .-- '" " . " M__ . M .. -- I } ,. nJ IT', m III IT' N m III m' .... , :!':' oll iI\, C) "", , .,; ~ I i ~~ j I ~ ] i J ~ . 0\ ..... ~ ... d "" ,... U\ I "' "' N I ,.. 0,1 ,... I I I" ~ .J 11. :l: .... N o-l J ~ tl 1:-1 Z VI <(\ >-4 J- V'I ... ,~ '" ,~ ,.. t4 'It ., N '" C1l' ('l III V'I 0( V'I I J r:. ~~ '-4 ... 0<< ~, ,., rJ V) ('( ... 1: 0( 0 rY. o-l T , 1,.', I!Il I".J \ '. ~. iii ! , . ! ,.., -<1:, 0., .. I " ... ..', y- -, #,' .......'...... ".... , " i J /1 . I ! ' I 1 , , i I' I" I ~. "- ~L,:I"(. ~,'.. ......'1. ,~~:- 1\:l1 ':. \...1'-..... '''I ....." . t "",,),-. ;....~ . "IH . \'\(,l:".o. .-t1J ." \t,. ,)-- "'-} \J'.'" I,'" ".'3,", ~~ it,""";\ ,~ }(,'IIt--I 'f "p .t\ IJ\ I' il,".'i,@.,O 'I ~,' I I. ' - : 'Y" ! . I. Il,tl\ , I ~ o . I ;@i i , ,/" ')1\ --- ,~ '~ ~J' t..... " I ,I.. " , !, , ' il i' .' I I f~l.1I I 'If' ,1111 ~ I. .1 Iii i I :i ) i ;", I I' I Ii I , I I / ,. . .' . .-.; .......- . .. . *"'4#1'-"-~-', ....~~ ~ .....~.....~....;I I' .. ., , I, :1 ' I ,I' ". 'I ,.1 I.' , I I \ , ':,. " " I t";" r " , , . r', ,\ ,) , ~.I . . '~'. , " ../ . I "I i t' ",I)' , , - ,,'fl ,. ' . . , ..' . I r I .i' . .' " " :'r' .' . .... ", \,.., \.,). , .,I~';~~:~I\~~,'L' .4' .~ '. IN RE: ESTATE OF RUTH B, DOWUNG DECEASED : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA . : ORPHANS' COURT DIVISION : NO.;./- (1'1" 'I\~ 'I CE~TIFICATE Of NOTICE I, Stanley A. Smith. Esquire. attorney for the aboyc-captloned Estate, do hereby certify that on May 19. 1995. I causr,d noticc of the filing of the First and Final Account and Statement of Proposed Distribution of Samyuktha leisenring and John C, Dowling. Co. Exccutors. of the Estate of Ruth B, Dowling, Deceased. to be served on the following parties In interest by certified mall. return receipt requested: The Bishop of the Catholic Diocese of Harrisburg p, O. Box 2153 Harrisburg, PA 17105-2153 Pastor of Saint Patrick Cathedral 212 State Street Harrisburg, PA 17101 Saint Patrick Cathedral 212 State Street Harrisburg, PA 17101 Ling Dang 1845 North Anaheim Street Apartment 16-B . Costa Mesa, CA 92626 Mrs, Samyuktha leisenring 1017 Chippenham Road Mechanlcsburg, PA 17055 .,. _I' ,... '. " " " ", , " 'II RHO By( C/ :tlVl1e , . 1.1>, #33782 One South Market Square P. 0, Box 1146 Harrisburg, PA 17108.1146 (717) 233.5731 ., , , ,.) " '", ,I' , 11,+, " ,. Ii, ;," j'" , " , , ., " , , , , , , i. I' " ,. ;' , " , " ". I, 1'1' " .' , \' ' " , I, 'j t' , " ,. !' 'I. }' " 'q ",I, '); " " , ,. t' "'I , ""I! " " \'1 I: \I',i '" ')j, if " " Ill;, , , i' II ," , " " p, ,. ,,, ,. "" .' " ., .\.-1 :l\ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUt.c" b~v lull ,I ) ) SS: ) On this (>13 day of . V, u 1.1 , 1994, before me, a Notary Public in and for the Commonwealth of Pennsyl nla, the undersigned officer, personally appeared Samyuktha leisenring, Co-Executor of the Estate of Ruth B, Dowling, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within docllment and acknowledged that she executed the same fot' the purposes therein contained, IN WITNESS WHEREOF, I hereunto set my hand and notarial seal. -' (Jit~fLa,v PI) lic [, Il>T AAlAl SFJJ. My Commission Expires: GEOOGE Ii. KAHUll, fl:ildJy Public ~ Hili. PA ClIlIOOIlJr'l:1 CoiIlIy My Cammlulon r..,ItI$JM1, 21. 19$ (SEAL) COMMONWEALTH OF PENNSYLVANIA , COUNTY OF ~ ) ) SS: ) On this ~ay of , 1994, before me, a Notary Public in and for the Commonwealth of Pennsylva ,the undersigned officer, personally appeared John C. Dowling, Co-Executor of the Estate f Ruth B, Dowling, known to me (or satisfactorily pro yen) to be the person whose name is subscribed to the within document and acknowledged that he executed the' same for the purposes therein contained, IN WITNESS WHEREOF, I hereunto set my hand and notarial seal. t (.~,,lt-r-Lt:< ~u...- N9ta Public - , (SEAL) [ 1,::-:7"',7,7;;;::\i YVO~l~'Ji.' : 1';"" HY ru~lIo H', , (:l-~IIl\Y ....bl/.~'.:"~.c ::_,......:.1~,t.1, 1007 I~DTI,~'Al ~r:^L YVONNR. Ill.vdr:HM.1. 'jr)\'1ry Public ~I~fri~tl-/"H I):,'!',II.", (;',!,mt'l .;..;..J1\.Y/~'.;.~'r.\.r.j:. :'/I~.. ,. ,'..~:._.!J.:..1E97 , '." . ~ .. 2,019 shs. 804 shs. 904 sha, 3,300 sha. 80/~ shs, 704 shs, 804 'sha, Miacellaneousl. 2 rings American Telephone and'Telegraph Company, oommon stock , Bell Atlantic Corporation, common stock Bell South Corporation, common stook Easel Corporation, oommon stock Nynex Corporation, common stock Pacific Te1eala Group, common atook U.S, Weat, Inc" common stock Total Propoaed Distributions ." , I, ;,.1 ': ',. ' i. ", ,I", 104 ,~61. 81 . 42,2ici.oo . 55,370,00 14,1~37.50 29,446.50 22,440.00 33,366,00 550,00 $464.217 . o~ '.. ",. " " COMMONWEALTH OF PENNSYLVANIA I, COUNTY OF ~. DAUPHIN J UI .JOIIN C. !lOW)' I NG nnd SAHYUKTHA L!HSENRING bolng duly sworn occordlng to low. do pOll I( o"d "y" th.t tho y lire Co-Executnrs i<Q(~ _ of tho Elhte 0' RUTH B. DOWLING 1010 0' __ .,__"... ,~JlJl1I.'_.I,I,Ul,__.. . Cumborlond County, Po., docuud ud thot tho within II on In"ntory m.do by them -, tho ulcl Co-Executol'Y 0' tho ontlll OIloto 01 uld clocodont, con.llting 0' oil tho porlonol prop.rty oncl ,..I "hto, except r..1 OIhte oullide Iho Commonwullh 0' P,nn.ylvonlo, ond th.t tho IigurOl oppollto uch Itom 0' tho Invlntory rep,.IInt It'l '01, volue 01 01 tho do'o 01 cloudent'l duth. SWORN ud lublcribocl bdoll mo, ,. .....,. "~}) Co-Executors DC/;cmber 14, 19 94. In llowlln!Qi x~~x Samyuktha Lei cnring ...,;', d ~t,.u.... I' a (. 'd,',~ c/o Rhoads (, Sinon, P.O. Box 1146 Harrisburg. PA 17108 Add.." r- ,"7i0ii.;';:~ YVomlr: (i [1',I,lli,,:'\ r i'lllf) Put\lic H!lr(I')h;,l'(1 D 1In . ,II' r ',Il',' I, _.'!~y.~!!!..r!!~::~t,'~0-~.~'." ".! :1!.l._HFf/ Dote 0' O..th 2R D.y April Iot.nth 1994 Vu, INSTRUCTIONS I. An Inventory mUI.' be flIecl within thru monthl oft., oppolntment of porlonol reprllontotlv.. 2. A lupploment inventory mull bo filocl within thirty cloYI 0' clilcovory 0' oddlllonol 0\1111. 3. Additlonol Ihuh may be ollochod 01 to pononolty or r..lty ~. Su Arllcle IV, Flduclori" Act 0' 1949. r-- sit o.!2 1=1 ... .~ r ,1)::-:= rc II'" "8 . ..:> I, \3 ~ ] ~ c.:I \ Ql Ii c:I ;:,8 , cil (]) pi; "a -d a: 8 ~ w e .. ~ < . .... " n. ... u 0 0 III <.:l . " w '" Q :t <>: :z; .-i I- 0. U. H .-i r Z ... ..l !i 'rl . u. ..l 0( 0 :II 0. W 0 0( w :1 ,:. > Z ~ ~ ... Z 0 Q c 2 0 "" Z 0 <>: U " Z .... 0( :II ... 0. f-< ... ;:l c oJ 0:: ... .! "- ~ 0 " ro .Jl -a ... " " E '" ... .!! 0 , 0 . u u: co -' ," " . . acoount #109373, aocrued itlteres t 41 Dauphin Deposit Bank and Trust Company, cheokingaocount, #29-00189-7 42 Dauphin Deposit Bank and Trust Company, oheoking acoount #29-00189 - 7, aoorued intereat 43 Vanguard Discount Brokerage Servicea, money mar.ket aooount #9890977205 44 General Electric Company, dividend received after date of death 45 Commonwealth of Pennsylvania State Employes' Retirement System April's benefi t 46 Capital B1ua Cross/Pennsylvania Blue Shield; refund of unused premium 47 Two rings, as per appraisal Subtotal Cash Misce11aneouo Personal Property Total Inventory ." ,. , " . " " , '. 15 89 46,777 99 48 39 6,325 97 576 00 341 51 342 30 550 00 182,733 04 767.755 19 , . . . . i . . .'~'_',..;;'t'",.. ,-"_.!.'-"I'-_. ':,,:.,-';_, .n. ...'_ ,.'_", -,;,:;.J.~-.\\.'....i'-,' '-",' ,.', ',t,',':,., '\" ,', ... .. --,'-', ,"" .. .'.... ~f;_ 'I; ,I' ~, '-' .LLlt........,.~M~~I{w-f(~#til\T,f{f,I..;. L.\<l\lA:t\t~r~,rl{tn""\,,ti\\;.,; ,"""; ill" ,-,J .!'\'i. 1,:.-11'1:'," .'\ "';':"IIH"'-'J.,~ '!-'."'-'\"',i2 ,c;-p, ,- ..; ,\f'" -,-, 'j,,"')I~!,_,:,~'t "';' '1','0"", ',,\ 'I~-<,',. ~"","~T .1""""V','\~ _.,1". ..... .... -~-."', -".. ,',.. ,..... -"I' .., ;,',' '-'- ,'--'\.--. '.. ... ......,<'_...., _..-" ,'_'(".,!;' . ,,-..r...' -r-r-' l ' '., ,,/4 ,. I .' " 'account 11109373, accrued interest' 41 Dauphin Dapnsit Bank and Trust Company, checking account 1129-00189.7 42 Dauphin Daposit Bank and Trust Company, checking account 1129-00189-7, acorued interest 43 Vanguard Discount Brokerage Servic~s, money market account 119890977205 44 General Electric Company, dividend received after date of death 45 Commonwealth of Pennsylvania State Employes' Retirement Sy~tem April's banefi t 46 Capital Blue Cross/Pennsylvania Blue Shield, refund of unused pramium 47, Two ring., as per appraisal Subtotal C~eh Miscellaneous Persona1Proparty Total Inventory .., " " " 15 89 46 , 777 99 48 39 6,325 97 576 00 341 51 342 30 550 00 182,733 04 767.755 1~ j", CUfllll-:RI.ANIl Register of Wills of GMIli.IllJiCounty, Pennsylvania AHEHDED INVENTORY e: estate of Ru eh B. Ilowlinll No. 437 of 1994 al80 known as Dat~ of Death ~28/94 ,Deceased Social SecurltV No 181-38-3988 .John C. Dowlln~ nnd SamVllktha LeiHl'nr lnu Pelton.1 Rep,u.n1Ilivelll otlhe abO\l8 elllle. dee'AlGd, vflllly thai It!" Illtm, dPptaMQ In lhe tollowlng Inventory tnCludu dll ollhe petlonlll ,uoll wherever 'Iluale ol1d all of the ,eat l'lIH"'t Inlhfl Commonwulln of Ponn.vlvlnta of tald OlJCeaenl. lhdl the valudllon pllleed oppalll. 8Ich Ilem 01 tald Invenlol'" 'IlPflll6nlt UI fair vatue a. 01 the dale ollhe OoclIdllnl's dOdlh. and thlt Docedent owned no real eslate QUllld, Ollhll Commonwul1h 01 Pennll'1h/.nll neepl thai which appeatSln II memorandum dllhe end althll IOyenl01'1. MWo ve'.fv thatlhll !:llalllmen1!i mllde ,,'this 1""'"IOrV all' !fUll 11M correcl KWo undcr"land Ihdl '.1:18 .'.(em,nll herein dr' mdd. !WblelJl 10 lhe pen.lllu 01 18 Pa. C.S SeolHln oi\) ", lIhn~!" \,nt'l"turn lal'lllhtlallOn ro dulhorllleS Nama ot Anornev: Stanle] A. Smith 1.0 No,: 33782 Addrell: Rhoads & Sinon, P.O. !lox Il46 Harrisburg, PA 17lOB::llli____._ (717) 233-5731 relephone: Oe'crlptlon ..' :'1.,. . IJ) \,q /'LHl 'j t~'-!::~~!~~"'..f1 i , I',. <; ~al~ 1907 .................~-...._._- 60 shares General InstrumontsCorporation, common stock- reported on original Inventory at 0, found to have redemption value of 2,670.00 c:~ -r.'~ ,~ N of-I! :1 c\. ..t n f~~T 0- () d , ) I, , ..l 0 f<'I " :It B; ~ ~. :; , '. c) {j) 1 J U d> ~ '~' O>cc ..' ex: w IAuach Addlt'ona~r.<<els " nacessa,vl TOlel: $2,670.00 PIOTE Thl M,mor.ndum 01 ru' eUlte OUllldllhl ComnlOII....'.,lh 01 ""l1Illylv.llI' m.y .11"' elecl,o" ollllr pt'IQll..' repIUell\,l!I'" '11'1,..11' lhl v.lu. oluch 111m Dullueh IIQu," 'houle! nol DI ._llIj,d.d Inlo thllaUI ollh. Inv'1110ry RW-8 .... ,. '. - I" cc .~ UJ , ,. ~ .J 0 ... en 'a: P', - I .... "1 ~d - II! " ~ .~ . I; - t ,J{,(" ":,4it"~"w 'I' 'J.... ".\~i. "".)U. .. "~ l" ",j>::' 11/ ~/'\~r{l<-:' 1\- ' ,(,,/. "", I' /" W~. .. , \111 dl~'~~ I,.~r. I '''I "'", III I r' ~~r;~J>>.:~T,~; , '/' )\\ '\'~, I I' -'", ~- ""',,,l, (, ''\1 1'~"'(I"" , " , - l-.'~;" ~'~,; " \. ,I' ~;',;) \ ,I ,\ ".{. v' ;\ .'\ 1 /.lJ) ". ~'i. I'll ;;;'1" ..... c, \I., \\1". ~, . I IJ.'?'ht / ~ ...~...... ,., "', ',. J' ;'n " " 'I,i', ,,:',i '1'" " \'.. " J ".,' 11'~", \"~h""'" " L ~.;::' \. ..ft I '.\..~ "J~l'\ 'c,.) , "", II '\ rC~'(' ,', , .',)".::.. ''\\'\' ( " .) "' ..,~)~l) I' , ~ . ... ,\ ,.' " " .' i' I' 'i' ; " I'" . , " I ;]1 I ~ I "'i i E 8' : i I ! ~ J ~ gU :H', ti:8~ .~ ' i:1 J ~ (. "I' " , , " " ".,j,,;, 'i-", I,. " "i " " ""1 '" " \' ", '\ ','; ,',,'jP " " .:i ". L ", ", ."', " " ,,'I' . (' " i i i ., , i 'j 1, ,j' " II ., , , , " Ii ',' ,. " " " " ,. , '\,1. " ii' " )! '-: i f', ~ ;"/ ,',I ,;.' " , " " I", , " 'I' 'j-,' " ,''/,,' , ,. . , " 09/08/94 Dauphin Depoa It: Bank and Trust Company servloe ohar.ge ~. 00 ' 10/08/94 Dauphin Deposit Bank and Trust Company servloe oharge 2.00. 11/07/94 Dauphin Deposit Bank and Trust Company service charge 2.00 12/07/94 Dauphin Deposit Bank and Trust Company . servloe oharge 2.00 440.50 Fedara1 and State Taxes: 07/20/94 Register of III11s - payment on acoount of PA Inheri tunce Tax 95 ,000. 00 12/15/911 Reglater of lIills - ba1anoe due, PA lnheritunce Tax 3,085.97 . 12/15/94 IRS . Federal Estate Tax 9 .402.36 107,488.33 Reaerves : John B. Dowling, Esquire Co-Executor' a fee .10,000.00 Samyuktha lelaenring Co-Exsoutor' a fee 15,000.00 25,000.00 Rhoada c5c Sinon attorneys' fees Rhoads c5c Sinon out-of-pooket diBbursementa 922.73 Reaerve for filing foe and final oosts 200.00 51.122.73 Total Principal Disbursementa $170.197 .06 '. , " 8- " ',I, RECEIPTS O~. INCOME " , .. " , ' " Interest Deuphln Depos it Bank and Trust Co. . Qh!9.1o:lna Aooount II 10367519 06/14/94 I n.tores t 117. $9 07/15/94 Intoreat ' 178.08 08/15/94 Intereat 16.16 09/15/94 Intereat 20.13 10/17/94 Interest 18.79 11/15/94 Interest 16:84 12/14/94 IntereRt 't6.86 01/13/95 Interest 10.11 OU10/95 Interest 3.41 . 03/14/95 Intereat 3.90 04/13/95 Intereat 3.62 405.79 , Dauphin Deposit Bank and Trust Co, " Cheoklna Aooount II 29001897 05/06/94 Interest 18.57 Deuphin Depos i t Bank and Trust Co. Certifloate of Deposit /I 0175109373 .05/18/94 Intereat 31. 78 OS/27/94 Intereat 1d..1Q " 46.08 Harris Savings Bank . Certifloate of Depoait /I 103111402~ 04/29/94 Intereat ,'58 05/31/94 Interest 5.96 6.54 " , Harris Savings Bank Certifloate of Depoa i t II 1031120303 , " 05/31/94 Interest . .28.46." Harr is ~av ings Bank Certifloate of Deposit II 1031120304 05/31/94 Intereat 28.46. ," " , . ,. ," " 11 " . " Harris Savings Bank Certificate of DeDosl t 1/ 0116073025 04/29/94 Interest 9.35 05/31/94 Interest 96.61 105.96 Herrls Sav Inga Bank Certificate of DeDoslt /I 0121102608 04/29/94 Interest 4.32 05/31/94 Interest 44.72 49.04 Hart'is Savings Bank Certificate of DeDoslt /I 1031107046 04/29/94 Interest 2.89 05/31/94 Intarest 29.81 ' 32.70 Mer Idlan Bank Certificate of OeD OS It 1/ 3063533875 OS/27/94 Interest 33.99 Dividends AT&T , common stock 08/01/94 Dividend 666.27 11/01/94 Dividend 666.21 02/01/95 Dividend 666.27 1,998.81 . Amet'itach Corp, , common stock 08/01/94 Dividend 577 . 92 11/01/94 Dividend 577.92 02/01/95 Dividend 602.00 1,757.84 Bell Atlantic CorD.. common atock 08/01/94 Dividend 5.54.76 11/01/94 Dividend 55'4.76 02/01/95 Dividend 623 . 76 1,664.28 Bell South Corp.. common stock 08/01/94 Dividend 623 . 76 11/01/94 Olvldond 623.76 02/01/95 Dividend 623. 76 1,871.28 , . 12 . " QAnerll1 Eleotr io . oommon stook 07/25/94, Dividend 576.00 10/25/94 Dividend 576.00 01/25/94 Dividend 656.00 04/25/95 Dividend. 656.00 2,464.00 General Motors. oommon stook 06/10/94 Dividend 245.20 General Motors. C1aas H 06/10/94 Dividend 12.00 Hopoer. Soliday Monev Market 09/15/94 Dividend (124,50 .39,30) 85,20 10/17/94 Dividend 389.91 11/15/94 Dividend 1,511. 57 12/15/94 Dividend 696.85' 01/26/95 Dividend 228.67. 02/15/95 Dividend 438.59 03/10/95 Dividend 258.29 04/17/95 Dividend 252.67 3,861.75 Nynex. oommon stock 08/01/94 Dividend 474.36 11/01/94 Dividend 474.36 02/01/95 Dividend 474,36 1,423.08 Paoifio Talesie. oommon atook 08/01/94 Dividand 438.18 11/01/94 Divldand 438.18 02/01/95 Dividend 438.18 1,314.54 Southwostern .Be11 Corp, 08/01/94 Dividend 476.37 11/01/94 Dividend 476.37 02/01/9S Dividend 476.37 1,429,11 U,S. West, Ino.. oommol'\ stook 430;14 08/01/94 Dividend (215.07 + 215.07) 11/01/94 Dividend 430.14 02/01/95 Dividend 430.14 1,290.42 . 13 " . , U$F&G Core. 07/28/94 .10/28/94 01/30/95 oommon stock Dividend Dividend Dividend ,I j , " Y!!Js.uard Monev Market 10/26/94 Income reoeipta on redemption ,I,. ,. " ,. I', ,. ,. '"" " ',,,1 'Ii " " " ,0' 1'1' " {','j. ',' " , I', ,', '1\ " " I'. II" ., " ,. " '., 'I' ,. , 1-.' Total Inoome ii,' (, ,. ... " " II ,'! ,,' II, ,. ,: "~I .I,t 1 .! iI ,. I' 'J -, d', III' i,,'... , , 'I' ,. " ,. ',. I, " I',. .,.1' ,j: " , j" " " " " "1 " " , " ",. " " .. ".j' 'I Ii " ,I', ,.' , Ii, Ii. ,., ,. "I ;: ., " , " " " , , , , ' ",I! " ,0' 1-,,_, !l, ". " ,.'r. '. I'. 'i' " " , i, " " 'I" (' (.1' " "'c, "i. " I', .14 " ,[, ,-',.' ., ;," .. ", , ., " " , ,'.' ", " " ",,, "f I' " I' ", ,. , " 27.20 ,27.20 ll...1Q " " , ,.i", , ,'.. "i'.'" " , ;"X,. " '" " " :'1' I!I ,;'j .l.' " ,. " "i'j'l' -,I" ,0' ',.1 ,. " " .. "j' , " " l". ',ii' i;1 I ',I' Ii. 'l' 11.1' " 1;,1 ,. ", " Pi " " " " 11'- ,\' 'I',',' ", I' .. ",., , " ,I ,J " 81.60 149.85 " $20';319.35 '" ,', " " I,' ;., 1-' >Ii 't. " '. " '.' " i.u .' I ',' ," ,'.' " \. ". , " , , PROPOSED SCHEDULE OF DISTRIBUTION. , TO: SAMYUKTHA LEISENRING, raaldue pursuant to ITEM V of Will and Dlao1aimer and Renunolatlon of Gartrude N, Bowman dated August 11, 1994, filed In the Office of the Register of Wills of Cumberland County on August 30, 1994 Cash: Dauphin Depos I t Bank 60 Trust Co. Acoount No. 10.367519 Prlnolpsl $ 2,645.69 Hopper Soliday 60 Co" Inc. Money Market Aooount No. 10485835204 Prlno Ipa1 Inoome 136,922.45 2.319.35 Seourlties: 804 ahe. Alrtouoh Communloations, common stook 2,019 ahs. American Telephone and Telegraph Company, oommon stock . 804 shs. Bell Atlantic Corporation, common atook 904 ahe. Bell South Corporation, common stock 3,300 ahs. Eaae1 Corporation, common stook 804 ahs, Nynex Corporation, common stook 704 ahs. Paclfio Te1eala Group, oommon atook 804 shs. V.S, West, Ino., common stock Mi soellaneoua: 2 rings Total Proposed Distributions . 16 . 141,887.49 19,647.75 104,861. 81 42,210,00 55,370.00 14,437,50 29,446.50 22,440.00 33.366,00. 550.00 $464.217,05 '. .;'.'" I'i' ,~j ; .' " j'll, " ,..,.::,\1' " " " " 'I: ,":1' " , ' " " " . <'.'1' 'I; iI, 'j' t." ',.1 il ',,, ,,, " " , 1':11,1 " '1f'I" " " "I, ", I : ~ I, ,\I,i', I,,' " ;, . " 1 .~ . ','./ , , ;'>.1.' 'lop' ,",i ".1,' " .. , .. '~ I~ ,,) II) J EV-1547 EX AFP 1.12-94'. C_ALTH Of PENNSYlYANIA PEPARIHEHI Of REVEiM BUREAU OF INOIYIO'll TAXES PEPI, 1I06Dl . HARRISIURO. PA 111l1'O6Ol NOTICE OF INHERITANCE TAM APPRAISEHENT. ALLOWANCE OR OISALLOWANCE nF DEDUCTIONS AND ASSESSHENT OF TAM ACN 101 t/ DATE 03-06-95 FILE NO. DATE OF DEATH 04-28-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM PAYHENT TO THE REGISTER UF WILLS, HAKE CHECK PAVABLE TO "REDISTER OF WILLS, AGENT" REMIT PAYMENT TO: STANLEV A SMITH ESQ RHOADS & SWON PO BOX 1146 HBD PA 17108 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Fun.rol Expon.ufAd., Cooto/Hllo. Expon... (Sohodul. HI (9) 10, Dobto/Hortg.g. LioblliU..fUon. (Sohodulo II (10) 11, Totol O.duoHono 12. N.t Voluo of Tox Roturn IS. Ch.ritobl./Dovorn..nt.l Blqullt. (Sch.dul. J) 14. N.t Volul of Eototo SUbjoct to To. NOTE I RECEIPT NUHBER MM886336 AA022620 DISCOUNT (') INTEREST (0) 5,000.00 ,00 l bount RI.i Hid 'l ()CJ C" .~ n, :"i. -.00 587.692.15 ,00 .00 I (J) 182.733,04 " 00 , .~..oo " :r.. .'1 (ft) I.: 59.557.68 3.240,25 (11) (12) (1$) (14) ,DO M'OO. ,00 M .06. 686,127,26 K ,IS. (18) AHOUNT PAlO 95,000.00 3,085,97 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....... R itj: iS4-j -Eif- AFji on '2-:94 T-Ni'lT i cr"op--iliHEii ii' Aifc! - TAX - iili piiiii Ii ii1"ENT ~- -Ai. rciWANC! - c-Ii - -- -""" - - - - - - - - -- DISALLOHANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DOWLING RUTH B FILE NO.21 94-0437 ACN 101 DATE 03-06-95 TAK RETURN WAS. ( ) ACCEPTEO AS FILEO ( X) CHANDED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL 1. Rool E .toto (Soh.dull A) (1) 2, Stook. .nd Bond. (Sonldulo B) (2) S. Clo..ly Hold Sto.kfPlrtn.rohip Inhr..t (Sohldull C) (5) 4. Hortg.glo/Hotu R.colYlblo ISohldulo 0) (4) 5. C..h/Bonk DIPoo1tofHho, Poroonol Proplrty (Sonldul. EI IS) 6, Jointly Ownld ProPlrty (Soh.dulo F) (6) 7, Trln.foro (Soh.dulo 0) (7) 8, Totol RU.to If an aBlessment wes issued previoully, linel 14, 15 and/or 16, 17 end 18 will reflect figurel thet inolude the total of 6h1 returns aSlelled to dete. ASSESSMENT OF TAX I 15. A.ount cl Lin. 14 ot [pou..1 roh (15) 16. A.o~nt cl Lin. 14 toxobl. ot Lin..lfClou A r.to (16) 17. Anount 01 Lin. 14 toxoblo .t Collehrel/Cl..o B r.t. (17) Ie, Prinoipol To. Duo TAX CREDITS I PAYHENT DATE 07-25-94 12-22-94 , t11 :u "TJr11 '\I {l I ~. ;'r ;1' 'U c' (/. . " 770,'425.19 6,.7Q7 Q3 707.627. 26 21.500.00' 686.127,26 ,00 ,00 102,919.08 102,919 . 08 103,085.97 166.89CR .00 166,09CR M IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED A~ A "CREDIT" (Cn), YOU HAY BE DUE R REFUND, SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.) Rl!SERVA'llotll PURPOSE OF NOTICE. PUIlENT. Rl!FUNo (CR II oIJECTloNS. ADHIN IITRATlVE CoRRI!CTloNS. olSCOUfH I . INTERI!ST, ., l J ''I-. ~ ~ Eltlt" of dlcld.nt. d~J'ng on or blfor, DIOI...r 12, 1912 -- if 'ny future trit.r..t In thl ..tlt. h tranl'.r,.ed 'In pa.....Jon Or .nJoy..nt to th.. B (coll_hra)) blnefloJlr I'. 0' thl dlc.dlnt Ift.r thl IKPlr.Uon of Iny IItete for lH. or far V.ln, the CO',onN'I1th hertby IKPr...lY ,..uv.. thl right to IPpr,h. Ind aUI" tran.flr Inhtrlhncl TIMII It thl 1...ful CI,.. B (COUlt.,IO rIte on any .uet< future Int.r..t. To fulfill thl requlr...ntl 0' Slotlon 21"0 0' thllnhtrlhnct and E,t,tt Tal( Act. .ot 22 of 1991. U P,S, S..Uon 21~o. OIhch thl top parHan of thh Hotlel Ind .ubllit with your ply..nt to thl Rlght,r of Wlll1 prlnttd on thl "'10''''' lid.. --N'k, chock er .en.. erder p...bl. te, REGISTER OF HILLS, AGENT All pay.,ntl ,.IO.IVld ,hell flr.t bt applied to Iny Inbr..t which ..y bl dUI with any r..aInd.r IPpUed to the tll(. A r.fund of a tax crldit, which Will not rlqu..tld nn thl T.x Rlturn, I.y bt r.qu..t.d by ao.plttlng .n "Appllaatlon for R.fund af PlnnlyIv.nl. Irlt1trlt.nc. and E,tatl Tax" (REV.131SJ. Appllc.tlon. ar. .v.Ilabll at tM Offic. ' of the Reghter of NUll, any of the 23 R.v.nUl DI.trlot OffiCII, or by clUing the .peohl Z4.houl' .n'lIltlng ..rvlc. nu.b.r. for for., crd.rlng. In P""lv!vanh 1~800~362.Z050, ouhhM P.nntyhlnl, and within lace. Harrhburg Irn (717) 1&7.809~, TDDI (711) 712-ZZSZ Hillring hpair.d Only), An~ Plrty In Int.rut not uthfIGd wJth th. IpprlltHlnt, .llowlnt. or dhaUclllllc. of dlductlon., or ........nt of tlX (InoludJng discount or Intlrut> at .hown on thll Notlc. IU.t cbj.ct w!thln .hcb (60) d,y, of r'Clipt of thlt Hotio. bYI --lIrltt,n protut to thl PA D.part"nt of Rlv.nul, Board of Appull, Dlpt. 281021, Hlrrhburg, PA 11128.1021, OR ~.lltot1on tn hili. the .att.r dlter,ln.d at audit of thl acoount of the Plr.oMI ttPrl..nhtlYI, OR UIPPlIl to the Orphan.' Court, FlCltull .rror. dltoclllrad on thlt u......nt .hould b, .ddr....d In writing tOI PA Dlp.,.t.ent of RIYlnul, 8ur..u of Individual Taxu, ATTN. PUlt A.......nt R.vllw Unit, Dept. 280601, Harrltburg, PA 17128-0601 Phonl (117) 187-6505, S.. page 3 of thl bookllt "In.truotlon. for Inh.rltancl Till Rlturn for a Ruldtnt D.Cldent" (REY~15U) for an tlCplanttlon of .d11lnlttratlvth corrlotablt trror" If Iny talC dUI It paid wlthJn thr.. (3) caltnder lonthl aftlr thl dlc.dlnt'. dllth, . fly. ".rctnt (5:0 dl.count of thl talC p8Jd hallowed, Intlrut It chargld btglnnlug with flr.t day of dl1JnqUlnny, or nine (9) lonth. and one (1) cI.y frol thl d.t. of dllth, to thl date of p.y.tnt, raxu which blCbH dtUnquent blfore January 1, 1982 b..r Interut .t tht rltl of ,111 (6~) p.rCtnt p.r annUl caJcul.ted at I dilly r.t. of ,000164. All taxu which blc.a.. dll1nq\llnt on 'nd aftlr Janulry 1, 1982 11111 bur Int.,.lIt .t a r.tl .mlch 1l'J11 Y.r~ frol cII.ndar Yllr to calendar Ylar with th.t rate announced by tht PA Dlpart..nt of RIYtnuI. TM appl1cabll Intlrut ratu for 1982 through 1995 arll ~ Intlrut ~ Dally Interut Factor ~ Interut Aat. Dally Inter..t r.ctcr 1'12 20X ,000548 19&1 9X ,OO02~7 1m 16X ,OOO~!I 1988-1991 lIX ,DOuOI 1914 IIX ,000301 1992 9X .DOO2~7 1915 13X ,OOO!S6 199H 99~ 7X ,000192 1916 lOX .000214 1m 9X ,OD02~7 ~.Intlr..t it calculat.d .. follow.. INTEREST " BALANCE OF TAX UNPAID X NU"BE~ OF DAVS DELINQUENT X DULY INTEREST FACTOR ".Any ~OtJOI IIIUld aftlr thl talC blco... d,Unqu.nt will rtfllct an Int.rut c.loulatlcn to fUt..n US) din bl~ond thl d." of thl ........nt, If paY_lOt It ..de after thl Inttrut co.putltlon date .hown on tht "otic., .ddltlonll Inhrl.t IU.t bt calcllllted. -, _c.... ".. ,'~ . ~ ',' .-.;, fieV.1410e;"(8.e;I' COMMONWEALIII or P~NNSVIVANIA OEPAR1MfNI OF PfIlCNUF. BUREAU OF INDIVIOUAL TAXiS . oepr 2Q06O 1 flMRlS8URG,f'l. 17128.0001 INHERITANCE TAX EXPLANATION OF CHANGES ----------...,.- .-.....--.... ----..----..--....... ...-.... ...-... ... ~--....--._... ~.- ._-~_._. ... ..,... --- OECEDENI'S NAME Ruth n. DowHnrr .........--. --....... -- . ... . ... ... _=~__t:ENNUM8ER .......:.----,.~_.J SCHEDULE ITEM NO, EXPLANATION OF CHANGES . -_._---.~"---- , , Il,H 12,Al, Theao Lte",s hove been adjusted IIccordlnll to the corre8p~ndencl!, rocohe,d fro~'Rhood8 and RLvon, Attornoys. " ", " , ~~' ~ :x,1 :l1ro ~.,~ (~j8 '.! ''-j ""'1 " iE; ~~: ().. h., ,~ . !,l, ~ It) :J n. " ~. (' .' ,., " f '.',' ~r; ~6 () -0' .: .(.. ..... Vi , 'og , . f:1. ~;:\ ..... N " ,,' .._;; '.J ,. , " I I: ,. " , " , ,. , ,. " , , " ,. , i ., I. '" . " " " I' 10 '. ;' ,., " " ~, TAX EXAMiNER'.. Arcesa 10 !lyhl -' PAGE PUIlPOSE OF NOIICE, PAVIENT, REFUND (CR) I OBJECTIONS, AII!tIN- ISTRATlVlO COfIRECTIOHSI INTEREST, ('.1 1),1 c. ,,:.j ('I" ,,, ., , 'I', CC ", ~I \ J '.. .. :J ('IC) To fulfill thl r.qulr..."t. 0' Slotlon 214S (b) 0' the JnherHancl Ind Elt,t, TIlC Act, Aot 22 of 1991. (72 P,S. S..tlon 2145), Detach the top portion 0' thll Notlel and .ub.1t with your paVHI\t to the R,g1thr of Willi prlnttd on the ret/.r.. .Ide. .- NIk. ,heck or 110III' ordor p,,"'11 to, REOISTER OF MILLS, AGENT, All PI)'IIntt received Ihell bt IPPUtd 'Ir.t to any Int.r..t which "V b. due with any ,...lnder IPplllct to the hM, A refLl'ld of . tBM cndlt IIY bt r.qu..ttd bv c:ollPlttlng an "Application for Refund of Plnn,yivlf1!' Inh.rltlne, and Ett,t. TalC" (REY.Ul!). Appl!catJonl flr. tYftl1abl, at thl OfficIo' the Right" 0' W1111, any of the 23 R.v.nut Dhtrlot Offlc.. or 'r08 the D,p.rt.."t', Z4-hour In.w.rlng ..rvICl' nUllo,r. for for.. ordtrlnlll In P.nn.vl".nl. 1-8DO-362-2050, outside P'Mlylvanl. and within loc.l Harrllburg tIr.. (111) 787.eGtIt, TOOl (711) 77Z.Z252 (Hur lng lapalred Only), Any p.rty In Intlr..t not uthfled with the ......Hf'lt of tll( at Ihown on this notlc. .,y object within Ihctv 160) daYI of r.c.lpt of this Notice bYI ..wrltten protslt to thl PA n.p.rt..nt of Alv.nu., laird of Appull, n.p," 281021, Hlrrlsburg, PA 1712S-10n, OR --thotlng to hlVI the "ttter d.t.r.lned at audit of thl plrlonal I'.pr...ntatlv., OR --appIIl to thl Orphan,l Court FactUlI .rrorl dhcouu.d on thlt u......nt should~. .ddr....d In wrltlnll tOI PA D.p.rbent of R.v.nue, Burolu of Indlvidu.1 TI)(II, ATTHI po.t A.......nt Asvl.w Unit, n.pt. 280601, H.rrlsburg, PA 11128.0601, Phonl (117) 181.6505, S.e page 3 of thl booklet "Instruction. for Inh.rltancl Tal( A,turn for a R..ldtnt n.c.dlnt" (REIJ-15011 for an Iltplanat10n of adelnlttratlv.1v correotabh Arror.. Additional P.nnlvlvlnla E.tet. TII( a......d U II rI,ult of II chang. on the F.dera1 Estate Tal( olollnll 1ethr b.eo... d.lInqutnt at th. 'l(pJratlon of 0", (1) .onth 'rOl the datI the flnll OOtlCI of thl Ioor.... In Fldsrat E,tat. Tal( It rlcllvld. Taltll IIhlt'h bloa.. dlllnqulnt b.for. January 1, 1982 nllr Interllt at thl rata of IlIt (6;0 p.rc.nt per aMOl calcu1attd at . dilly rat. of .000161t. AU tUII which blca.. dlllnquent on or .fter JlInuarv 1, 1982 ..111 bl.r lntlrut at a rah which wi 11 very frot callndar Vllr to callndar Vlllr with that rat. announc.d by thl PA D.part..nt of RIVlnut. Th. appliCable Inter..t ratll for 1982 through 1995 .r'l 'tilt Int.ra.t Rat. nAil.., Int.r..t J-"Ar.tnr ~ Inturut A.t. nAllv Inlara.t ra(ltor 1001 O~ ,000107 1988-1991 l1% ,000101 19'11 O~ ,000147 1995-1994 7l ,000192 1005 O~ ,0001U 100/ 1001 100. 19B5 1910 ulntarllt 20% 16% 11% 13% 10% I. calcu1atld ftI .000548 ,000410 .000101 ,000356 ,000174 followlI INTEREST = BALANCE OF TAX UNPAIO X NUnSER OF DAYB OELINQUENT X DAILY INTEREST FACTOR --AnV' HoUce IIIUld Ifter tht tu beco... dlllnqulnt 'fIll reUtot Il'l Int"..t cllculatton to flftt," US) diU t.syond the dlt. of the ........nt. If Ply..nt II,ade eft" the Inter..t cOJIPUhtlon date .hown on the Hotlo., additional Inter..t _u.t be calcul.ttd.