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HomeMy WebLinkAbout94-00527 Oath of Personal Representative Commonwealth 01 Pennsylvania County 01 CUMBERI.AND The Petltloner(s) above. named swear(s) or affirm(s) that the statements In the loregolng Petition are tNe and correct to the best 01 tho knowledge and boliel.-'ll Petltloner(s) and that, as personal represenlatlve(s) 01 the Decedent, PotlUoner(s) will Vlell and truly adrr/n1~er I~, ~~~te?accord1ng to law. Swom to or affirmed and subscribed .1.<' (J '-II ( /. ,j --r, ""'. "" lid, 9TtI d.,. / J b 111 /(('UI 1'., :", MARY No. 21 - 94 - 527 Estate 01 Stella M. 130lig Deceased SocIal Security No: 165-16-0744 Date of Death: Mav 25. 1994 AND NOW, JUNE 14. . 19 94 . In consideration ollhe Petition on Ihe reverse side hereon, satlGfactory prool havtng been presented belore me, IT IS DECREED thaI Letters lID Testamentary IJ Of Admlnistratfon 1ILbJ\.c..LL1~1WI;~tbMtW.:cllA"""rrit'CdIM are hereby granted to -1iQbert 130 lJ.q & Patsy HaC'kE'rIDerq In the above estate and Ihattho InstNment(s) dated Sepl:ember 7 , 1984 described In the PeUlIon be admitted to probate and lIIed 01 record as the last Will 01 DecOOent. FEES Leners ...................... S 40.00 Short Certlficate(s) .... S 12,00 Renunclatlon ...."'..... S Altarney: -9l.arles .J. Ax, ~Jr . Allldavtls ( ) .....IM..... S LD.No: 07660 Extra Pages ( )......... S 15.00 Addr.u: 14 Sout-h Majn Street; Codicil .............a........ S Middleburq, PA Ol1242 , . JCP Fee ................... S 5.00 Telephone: (717) 837-0086 Inventory .................. S Other ....................... S , -- TOTAL ............. S 72.00 Fo<m lAW" PlOt 2 .12 "'lpIItd by tho POMIylv1llia Bot Au.dlllon ,1lll1 Ma1led letters and order to attorney'on 6-14-94, ....! 1-' " ,. , ,. \\':!; ,I.' b". "L j, ~ili." " 'I" - I. -"t . "10'(1 '''''''1,'''''' ". ',i. ~;:Ilj: '~,." ,1:,':'': 'I' . , , '" ... I~' " . " , ' .' " ". '" " ~Q :"J r., i': ... '! I. ~'..' _I. :' _.. ,'" \d .::~ :o~ il' n ;':1' ()' " ",' I \0 "I ., &r ... ~, \.oJ I N t.!l ~~~ . III ~ ~ ~ I ~ CrllUl./ u Z II. ~ III ~~~m ~ , J :El ~gp I ~ ~ ~ag H Ule .~ ~ ~e I ~ - .. :E ,e.. l:l ~ ~ " ',. " ,. If \. " ., , 'i .l ,. .' " .... . . , \' , ,'; . j' . . ,. , . " I'.' LA.W OH'leU VOlllnn II AK 14 IPunt ~tAH' nnllU MIOOLUUlla, ,.tmI11.VANIA lau " '. my children, Each item shall be sold individually to the highest bidder and all proceeds from the sale shall be equally to my children, distributed !JiLRJ2 : My Executor is authorized to convert into money all the rest and residue of my estate, including any personal property not chosen by my children, as soon as the same can conveniently be done after my death and for that purpose I do hereby authorize and direct my Executor to sell at either public or private sale any and all real estate and remaining personal property for the best price or prices obtainable and my said Executor is empowered to execute and deliver proper deed or deeds to the purchaser or purchasers of any and all real estate in fee simple and to properly convey and assure the same to the purchaser or purchasers thereof, FOURTH: After the rest and residue of my estate has been converted into money as aforesaid, I direct my Executor to divide the sum into two (2) equal shares to be distributed as follows: A, One share to my son, Robert E. 801i91 B. One share to my daughter, patsy J. Hackenberg, FIFTH: the of my children should event In any predecease me leaving children him or her surviving, then I do hereby give and bequeath the share of such deceased child to his '~ or her child or children, in equal shares, provided that until such issue attains the age of twenty-one (21) years, his, her, or their share shall be admlnistered for him her, or them, by his, her, or their duly appointed guardian, page 2 LAST WILL AND TESTAMENT OF STELLA M, 80LIG SIXTH: In tho event children should of any my predecease me without leaving children him or her surviving, then I do hereby give and bequeath the share of such deceased child to my other child or children, in equal shares, SEVENTH: If any beneficiary under this Will in any manner, directly or indirectly, contests or challenges this Will or any of its provisions, any share or interest in my estate given to that contesting beneficiary under this Will is revoked and shall be disposed of in the same manner provided herein as if that contesting beneficiary had predeceased me without issue, EIGHTH: My Executor shall not be required to give Bond, and if, not withstanding this direction Bond is required by any law, it is requested and directed that no sureties be required thereon, Throughout this Will the masculine gender shall be deemed to include the feminine and the singular shall includft the plural, and vice versa, NINTH: nominate, constitute and appoint my son, I Robert Bolig and my daughter, patsy Hackenberg, as Co-Executors under this my Will. Should either named Executor fail to qualify or cease to act as Executor, then the remaining named Executor shall act as the sole Executor of this my Will. IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my seal this -14~ day of September, 1984. I Ii i " J:i. It,. )(I.i{lt-L M'~_ Stella M. Bol1g "."..'" page 3 LAST WILL AND TESTAMENT OF STELLA M, BOLIG vmrUIlr II A':C ,.IOUTlIllAltll'rnUf "'tOOl-nuno, 'lfltII1LYANt" 'fI" IE CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name' of Decedent I Stella M, 8011g Date of Deathl__~2.tJ.994 Will No. ~/- 1'-1-50l.7 Admin. No. To the Registerl I certify that notice of beneficial intereot required by Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to the following beneficiaries of the above-captioned estate on 9/27/94 I Name Address Robert E. Belig 785 Lancaster Avenue, Enola, PA 17025 Patsy Hackenberg 15 Jronqate court, Mechanicsburq, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A Date I 9/27/94 I l., Name Charles c1. Ax, c1r. Address 14 South Main Street :~ .' Middleburq, PA 17842 Telephone ( 711 837-0086 Capacity: Personal Representative X Counsel for personal representative .-:'/ I', [;1 . , , II, [I. I , I JJ I ,. I, -(' "" Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania elllteol Stella M. Bollo No, 21-94-527 llac known U Oat. ot Outh 5/25/94 .Dtotaled Soclal Securhy No. 165-16-0744 Robert E, 8011g and Patey Haokenberg _ P.l1Onal R.pr...ntlllv.(I) al the above Ellal., d.ceased, v.rlfy Ihat the heml appearing In thelollowfng Inv.ntory Include all 01 the ptraonal..lttl whe",v&! ahuale and In ClI the ",al .slale In the Commonweahh 01 Pennsylvanll at alld Deoedont, that the valultlon pla~ opposhe each h.m 01 said Inventory "pre..nll hi lair valul II of the dat. of the Dtctd.nfs duth, and that Deced.nt owned no !tal ..tate outs/de ot thl Commonw.ahh 01 P.nnsylvlnla .xcept that which appeal1ln a m.morandum at the .nd 01 thll Inventory. I tN. v.riIy that the slallm.nll mad. In thlt Inv.ntory II' true and corrtcl. VWe und,"tand that lals. Ilal.ments herein are made lubj.ct to the ptnahl81 0118 Pa. C.S. Section 4904 r.laUng to unlwom lalsHlcatlon to authorities. Attomey: Charles J. Ax, Jr. 1.0. Na.: 07660 Add"..: 14 South Mein Street Middleburg, PA 17842 T'lephone: (717)837-0086 Delcription Merr ill Lyrloh CMA 11872-43802 Value 37,217,34 82,00 3,301,77 U,S. Coine in Sefe deposit box Joint Ch~ing~~ount ,. -:'1 ~,o. ,., .\(1 r'. r- ~. : ,1 ;:: "~ . ..' , ) 0 , . f"\ , ,;\ " , tI' i'I, 1:5 :1) ,,',', :1.. .;) (I \,..11 ~~ (I ~p \!1i ilia: Gu a: (Alttch Iddhlonal.htl" . ntotlllry) Total: 40,601.11 NOTE: The Mtll10lllldum 01 "" 111111 Outlldt the OommonWlllth 01 Pennsylvanla 11III'. lithe IltcIlon 01 the ptIIonal 1'8pIIItn1ls~w, Include .,. willi 01 HCIlIllm, but tud1 figII'tI should not be eQtnded '"" flt IDlIII olflt'l1Ytnfll!y. Fonlltf\W.7 """",,,,1lr"'1'<<io.11wN8..~n "h,,'1tI ..... ""0 If Register of Wills af CUM8ERLAND INVENTORY County, Pennsylvania eatate of Stelle M. 80110 No. 21-94-527 elao known II Data of Death 5/25/94 I , . D_IIed Soclal Seculhy No, 165-16.,0744 Roba~t E. 8011 and Pats H~Dkanbe~ P'r1Onal R.pr...ntatlve(a) of th. above eatate, d_ued, velfly that the heme appealing In the following Inv.ntory Includ. all 01 the peraon./ aaHta wherevRlahuat. and an of the re.1IItateIn the Commonw.ahh of Penneylvanla of aald DICed.n~ that the valuation pllCld oppeehe .ach hem of aald Inventory repr..ents ha fall value aa of the date of the DlCedenfa d.ath, and that Decedent owned no I.al .atate outalde of the Commonweallh of Pennaylvenla .xcept that which appeal1ln a mamolandum at th. .nd of thla Invantary. I Nle verify that th. Itatem.nta mad. In thla Inv.ntory are tru. and COITlCt. 1m. underltand that fals. atatementl herein are made IUbJea to the pen alii" of t8 PL 0.5. SlCllon 4904 lelaUng to unlWOm falslllcatlon to authoritlel. ) / A<<amey: Cha~las J. Ax, J~. 1.0. No.: 07660 Addle..: 14 South Main St~aet Middleburg, PA 17842 T.lephane: (717)837-0086 Deacrfptlon Mer~ill Lynoh CMA #872-43802 Value U.S, Coins in SaFe deposit box 0\",,; '1' ;:r"; r. Jo "11> Cheo"'lng Aooount .-.. - .:' ":;l .. C:", 37,217,34 82.00 3,301.77 C1 , " ., r"l 9'; I ~:s .Il 6' OJ ,) ,- Ct l.j) , ~~ .~ 5 roC!:: CI: ()tJ " (A<<ach addhlonal .hllta II neca.ary) Totll: 40, 601. 11 NOTe: The MelllOlendum of rail .11111 ouulde the OommonM1l1h of PenneylVlOiI lIlIY, lithe elecdon 01 the penOllll IIpmHnIl~YI, Indude !he vllue of '1CIl1lem, but aucn f'oglnt should not be.XIInd5d low lhe lllll/ of lhe 11lYInlory. FOIlIIIRW.7 ""'*'" Ill' ...I'tmojivollil e- AIIOCiUIon 1181 ""1 I , , " J I ,I 'I, ( , ,'! " I , " ", , " !.i\ III ,(t ~'/:, F\ I "~I i';; Wi" .,;,....1 "''" ".' .." "" o. ",j ,,1' " , ' ~ '. , " , i' , " II ~ " , , ,. " ,", " . ,1I " .'-,'-'.' :'Hr' t 0\.1'-". ,'" ',.", , ;, '1"''-' '-'\ .'- ,,,,-' ',,_ >ll~l "_'Il/"L}',_' "")"'.-;",.. tit-..:.... ~-":..'~' -.,' , '. - -, 11''''......'; , , , " f.: ~ ::;~;.. ~.. ':T~~ ,....r. \. I,) '\1. ~ H~ ~_-- ,.:..... ....... -... .... "" .~....-- , ........ . "....,.,..-.;....., ''f.,._.o' I%~ c j -e.~ fi;rl"f vd, , I C%uJ ~, st-, ' W4J.Q~, e C~./7o/j , ," Irj d' I' " Jidllllllllllllll//llllll',',"Il,',lllll"IIIIII .1~"'f~"~"_~\ll\_t"'~~ltli"tijl"'~I,)\"";ll'1:"llitl'i(l.ii_A"j. h' ""h'."",''''i~'''''.'"''\''lbl\ll/li~il~~~~~ll\I:, , I "I' " 'I! " ':1 " " " .,,, '.11 " , ,.. ,I,' " . " " j \ 'II" , '. " ',': ", , , " " 1 ,I ~ , ~ , j , . , , , ' ,,11)', " r I I I 'I I ~ , '. :l ~ I, . ~ " , , , i , ~ "i' " , '~r \ , , I .j ',I "',,,..,' , .' ~ " ,It.. ' " '! I . I' ,. .' " '.' ..-....~ '_W~ '-~.~...,.........-r-..-.~.-.... "JI1~""7 l~, .~~..l. " -- \. /!, ,~~ . . IV,Il00 1<,_ 112,181 . 19, If lin. 18 II groalo, than lino 17, onlo, tho diffo,onco on IIno 19, Thh II Iho OVERPAYMENT. 1110 20, If IIno 17 II groalo' than IIno 18, onl" tho diffo,onco on lino 20, Thh h tho TAX DUE, A, Entor tho inloro.1 on tho bolonco duo on IIno 20A. B, Enlo, Iho 10101 ollln. 20 and 20A on lino 208. Thil i.lho BALANCE DUE, Mako Chock Payublo tal Rogl.lor .1 Will., Agont '.: ' ... ...8ESURE,TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....' Under penaltl., of pI flury, I declare Ihal I hOYd IKomlneJ Inll rei urn, Including accomp('lnylng tc.hedulel and 'lalnmenll, and to th, bill 01 my knowledge and blli' It It Iru., (orr,el arid com pl. Ie. I dodor. lhal all ,.01111010 hat been reported 01 true merkt'1 value. Declaration of pr'parer oth,r than the perlonal r.p,,,.nlallvCl baltd on alllnformallon of whIch prepar.r nOI any knowledge. :;;:N , PUSCN IIt!!iPON$tll! POA fIltNO RnUAN ADDRESS OAT( /" . .' . /9,(-785 Lancl1Hter Avenue. Ennl n I PA 1707, /",)z.,jtji fd,yt->< IIOOU" , Ifll.'~1,j' ""/' c, J fH'.hJlnif'Ahllrg. Ph 17nt;.f\ _'l_!M._J. Street, Middleburg, 3/17/95 ffi ~ e l!! ~fS 02.. a. III a. ot 'ffi We "z 82 / 4 -;?, I '7 - :~ ,;' e, fiLE NUMBER \ _...<<><<>"'~' .,$. INHERITANCE TAX RETURN ~.l!r RESIDENT DECEDENT COMMONWElllTH 0' PlNN5V1VIINIII (TO BE FILED IN DUPLICATE 21 OEPII,llMENT OP R\VENUE HlluI5fJtU~nI28~601 WITH REGISTER OF WIL,LS)_____ S.~!oINTY COlJ~___ on" bfCioENT'S-NAMf (LAST, fIR~l. AND MID.O~r '1-~'mIAq ._u.______._' . u. mcEDEN1'5 coMPIllf"Alffi"RIss 94 VEAR 527 NU~ 165-16-0744 lKI I. Original ROlurn 824 Lisbllt'n Road /1412 - rAk5fb'fA"iH- -rAlfOfiiRitf- --- Camp Hill, PA __ _____ __5j'jjJ.'l'L___iW lSJ:L uJ C,~~~L.J;umharlA11d.. [] 2, Supplomonlul Rolurn [] 3, Romoindor Rolurn (lor dalol 01 doalh prior 10 12,13,82) 05, Fodo,al EllulO To. . Rolurn Roquirod .L 8, Talal Numbor 01 Solo Oopo.it Ba.o. {6C~~t(~~\w~~~Ma M. LJ 40, Fulu,o Inloro.' Campromi.. (10' dulo. 01 doalh ailor 12,12,B~1 [] 6, Doc. doni Oiod To.lalo [I 7, Oetodom Molnlainod n Liying Trull (Allach copy 01 Willi (Allach copy of Tru.11 , ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED TOt NAME C M l ( "CAlLING AODAEsS rj 4, Lin,itod E.lolo Attorney Charles J. Ax, Jr. lITE'HONE NUMBER 14 South Main Street Middleburg, PA 17842 L _ 8..l7-=illll!f1, -.------- -----.------ --------_..-.--- z o 3 E ~ ... .. I. Rool E'lalolSchodulo A) 111________."Jl_.JHL._,___. 2, Slack. and Bond. (Sch.dulo 81 ( 2) _____"_00.00 .00 3, Clo.oly Hold StocklParlno"hip Inlor..1 (Schodulo q (3) _,__ ______ 4, Martgogo. and Nato. Rocoiyoblo ISchodulo 01 I 4) 0.00 5, Cu.h, Bank Oopo.it. & Mhcollonoou. Po"onol Proporly( 5) 38,299.34 (Schodulo EI 6, Jointly Ownod Praporty (Schodulo F) ( 6) 7, Tran.I." (Schodulo G) (Schodul. L) I 71 8, Talal Grall AllolI (Iatullln.. 1,7) 9, Funo,al E.ponlel, Adminhlratlyo Ca.II, Milcollonoau. ( 91 E,ponlo. (Schodulo H) 10, Oobl., Marlgogo L1abilltlo., LIon. (Schodulo I) (101 11, T 0101 Ooduction. (Ialalllno. 9 & 10) 12, Not ValJo 01 E.talo (lino 8 minu.llno II) 13, Charitablo and Gave,nmontal Boquoll' (Schodul. JI 14, Nol Valuo Subjo" to To. (IIn. 12 minu,lino 131 15, Amount 01 line 14 ta.ablo 01 6% rulo (Includo valuo. from Schodul. K or Schodulo M,) 16, Amaunl alllno 14 ta.oblo at 15% rolo (Includo yaluo. Irom Schodulo K or Schodulo M,I 17, Principal 10. duo (Add to. from lino 15 and from line 16,1 18, Crodit. Prior Paymonll OiICounl 1,500.00 + 78.95 118)___ (191 3,301.77 0.00 ( 8) 41,601,11.__ 8,322.00 0.00 115) , 33.272...11 111) 112) (13) 114) K ,06 = 8,322.00 33.279.11 0.00 33.279.11 1,996.75 0.00 116)_~~~_K,15= z o ~ .. = a. ~ o u ~ 117) _ 1,996.75 Intorest 1,578.95 Check here if you aUt roquesting a rofund of your overpaymont. /201 120A) 120B) 417,81l.__ ___..J-,-.!l~__ 420.69 " ,"' '. ,1 , '. . ~ , I " " , , " " ," "i' ,I' ,,' " " " I,:,. '" ':' I PLEAUANSWER THE FOlLOWING QUESTIONS BY PLACING A CHECK MARK (I"') IN THE ,APPROPRIATE BLOCKS, ," VIS ~o 1. Old decedent make C:l transfer and: a. retain the use or Income of the property transferred, .;..................................... x b. retain the right to designate who shall use the property transferrod or Its Income, x c, retain a reversionary Interest or tlllll'II"t't'I'ltltttll't"",".t"'t.tl'ltttt.t,.tttllttllt.ttttlt~ x d. receive the promise for life of either payments, benefits or care~ ....................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate conslderatlon~ If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consldoration~ ttIPt..tt.t,ttttt..tt..ftt..ttttt"Ut"tt...tt, 3. Old decedent own an 'In trust for' bank account at his or her death9...................... x x x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, , YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, 0 t.~ '1-. ';'1 CJ !& ,:10. :',, .,.. I ':) . .;; ee I ,. , " " ) " '0 I , ':1 , (f"\ U {.' L Q' , (',l :\1 ",..,..., ~ ,:: ,) '-.', , " ,9' fnf " ',',) , l!A ~~ , ala: ex:: .. ' " , " , "I' "'1., ' .. 11"'~::~I~NN$YlVANIA~OINTL 19'W~~~Ep~OPERTY ~ INHI'ITANCI TAX mUIN mlDINT DICIOINT ESTATE OP - - -- I PILE NUMBER Stella M. Bolig 21-94-527 Joint 'onont(I)' NAME A. Patsy J. Hackenberg ADDRESS 15 Irongate Court Hechanicsburg. PA i7055 RELATIONSHIP TO DECEDENT I daughter ' II. C. Jolntly-ownod propollYI ITIM LETYER DATE NUMBE' FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF JOINT JOINT OF ASSET % INT. DECEDENT'S INTEREST TENANT - 1. A before Checking Account 080498426 at 6603.53 50 3301.77 1990 Dauphin Deposit Bank - , " TOTAL (Alto onlor on Ii.. 6, Rocopll~lotlonl S 3301. 77 (II moll .poco h noodod InlOr! add/llona' I,,"" 0' ..... 1111) .~ISll'" p:u, &~ COMMONWlAlTH O. r1NNIYLVANIA INHIRI1ANCI TAR !ITURN RlllOINl OICIOINl iSTATE OF - SCHEDULE H J FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plla.1 P,lnl or Type FILE fWMBER Stella M. Boli ITEM NUMBER A. Funl,al bpln'I" ---- DESCRIPTION AMOUNT 1. Hummel Funeral Home Hayhurst Memorial Ladies Auxiliary of Middleburg 4,603.22 67.90 350.00 B. Admlnl'I,atlvl CO'III 1, PBTlonal Repre.entatlve Commllllonl I NONE Social Secu,lty Number of Per,onal Representative: Year Cammllllons paid 2, AlIarney Fee. Charles J. Ax, Jr. i4 South Main Street Middleburg, PA 17642 2,746.07 3. Family EKemptlon Claimant NONE __ Relatlanlhlp Addru. of Claimant at decedent'. death Slree' Addre.. City Slale __ Zip Code 4. P,abale Fee, Cumberland County 97.00 C. Mllclllanlou. bpln'I" 1. Cumberland County Law Journal (estate notice) 40.00 2. The Patriot-Newa Co. (estate notice) 158.70 3. Fairview Pharmacy 57.51 : i :'1 4. Notary Fees 2.00 '(I i I 5. ,I , , 6. I 7. 1:_1) , "I '~ 8. .' TOTAL 1AI1O Inter Oft Ilnt 9, Recapitulation) S 3 2 00 6, 2 . , llf INN ... It RM4ed, "'left addltl.".1 ..... of 101M .....1 . 'I,'V.I"""'I+ (1.17) *' COMMOHwl"U" Of ptNHUWAHIA ......IIT...NCI ,.. I'NIN IItfOINT DfCIOfN' SCHEDULE J BENEFICIARIES ITEM NUMI\ER NAME AND ADDRESS OF BENEFICIARY ~ FILE NUMBER 21-94-527 RELATIONSHIP AMOUNlOR SHARE OF STATE eon 1/2 . dml.lghtmr 1/2 , ESTATE OF Stmlle M. 80lig A, Taxablo BOquIIllI l. Robmr.t E. 80lig 785 Lenomstmr Avenue Enole, PA 17025 2. Petsy J. Hsokenber'g 15 Irongeta Court Meoheniosburg, PA 17055 , , " , " I... ITEM NUMBER NAME AND ADDRESS OF BEtiEFICIARY AMOUNT OR SHARE OF ESTATE B, Charllablo and Gavernmonlal 8oquOIIlI 1; f\ONE " " , TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aha onll/ on IIno13, Rocapltulatlan) (If mOlo .poco I. noodod, 'nHIt additional .hoot. of .amo .1..1 s 0.00 ,I." divide the :.. ~ follows: ~ A. One share to my son, Robert E, Bolig/ ~ '. , , . LA'" O"le.. 1'OUOIIT . ...a t4 IOU'" MAIH ITflllT M.DOUIUII8, "",,,,,nY"H''': n... my children, Each item shall be sold individually to the highest biddet and all proceeds from the sale shall be distributed equally to my children. THIRD: My Executor is authorized to convert into money all the rest and residue of my estate, including any personal property not chosen by my children, as soon as the same can conveniently be done after my death and for that purpose I do hereby authorize and direct my Executor to sell at either public or private sale any and all real estate and remaining personal property for the best price or prices obtainable and my said Executor is empowered to execute and deliver proper deed or deeds to the purchaser or purchasers of any and all real estate in fee simple and to properly convey and assure the same to the purchaser or purchasers thereof. FOURTH: After the rest and residue of my estate has been converted into money as aforesaid, I direct my Executor to sum into two (2) equal shares to be distributed as B, One share to my daughter, patsy J. Hackenberg, FIFTH: In the event of any my children should predecease me leaving children him or her surviving, then I do hereby give and bequeath the share of such deceased child to his or her child or children, in equal shares, provided that until such issue attains the age of twenty-one (21) years, his, her, or their share shall be administered for him her, or them, by his, her, or their duly appointed guardian, Page 2 LAST WILL AND TESTAMENT OF STELLA M, BOLIG I . I SIXTH: In the event my of children should any predecease me without leaving children him or her surviving, then I do hereby give and bequeath tho share of such deceased child to my other child or children, in equal shares, SEVENTH: If any beneficiary under this Will in any manner, directly or indirectly, contests or challenges this ~ill or any of its provisions, any share or interest in my estate given to that contesting beneficiary under this Will is revoked and shall be disposed of in the same manner provided herein as if that contesting beneficiary had predeceased me without issue, EIGHTH: My Executor shall not be required to give Bond, and if, not withstanding this direction Bond is required by any law, it is requested and directed that no sureties be required thereon, Throughout this Will the masculine gender shall be deemed to include the feminine and the singular shall include thft plural, and vice versa, NINTH: I nominate, constitute and appoint my son, Robert Bolig and my daughter, patsy Hackenberg, as Co-Executors under this my Will, Should either named Executor fail to qualify or cease to act as Executor, then the remaining named Exe~utor shall act as the sole Executor of this my Will, IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my seal this 7th day of September, 1984, ,><LIII1A- M. ffJ~ Stella M, Bolig LAW.",... page 3 LAST WILL AND TESTAMENT OF STELLA M, BOLIG \'0"0"'. AX .. toUTH WAIN In.., MIIII.I'UIlI, "HHUl.VAHIA . . tf141 Ii I ..., ....._*"...., ....".. '. , 1 .. ~ " '~~---;--------- -- --'-- -'-.,--'-~-----~-,--~ ---- 'j'l\,.';_ ~(' ,I.t I' ~. (j't") I "f, ,I ", ,".j ~ 'd' ,l. ,,11' / ~;) ',~~, '~)', 'l~l' ~'ll {: ,',s \" 'WI~J '(t.., '\'/'" 'it I') ( '1 \''';\/.< r.i'l\ ~ '\ 1J tJ t: ' '''\(,l,/,.'ll'', ''\l\;'' ;;;" , """,' " .' J"l,.. h",.'\"I\;'~'\"l!'W'(,l, /I,\)' ~:;\I'I"f;'JWij}?I"'-~'~~';\I'h~:,';J",jE~i,/',:f\.lt'-(II'I'j ',~ ,'~~ ' .1, ',\t",,(,:O". !."'!"".'II ,,::' ' , , .' ,I,,' '. " . " .' 'I I .','n'\ 'N' [" iV ~ 'I" ~ C " ,I. .J il' : '/'~, :~" i" \' ;'J,. \:~:\;I';i:'I"'ir",I'\':!iI",,}\(\.I,I,') "\"":'\, ,I, l\."1~.J.llM~I' ~ i'~~\,l. 1~.l;'~"~~'~I'I'fl' 11~!"l,1'i~~~~\l , " :, ,Id ' ,'" ,.~, ""'''U' "-Z" .'('( ,', ,'I I I '~". ~\~\h~ I . ...\"~~. ~ ' > I, I'l ~' J~;,~/'ff'r~~ti: t\,; :fl"ili~;;:/;'n;~tJ~~){-\I~':t~;"i"",1;t'I~~1,.\ Ih,,"~ ?'r..vp~~l 11~~ ~~\i4r'~'Yi~ ~lJ" ~. ~Ji\ '.,. \(,;. t:, , 'I'! 'IOe- ,I .,,, I "/"" "I ".,,, , I ' ,r I ,1.1" I ,~. 'I' "" ", .' ,,'I . ' , .. ,. .':'dlc,',l~"~,:,"\Ll ,"1':''''\I~'''''\hl'''''':I:t~,";\t)'Ir.'lIl~\lMf! ill' If,Iz,..b'ibt4-.,[, 1."ri."J.\i.;,/.~liD"/; +tilllkai'N "1~+"1~\1' ':....~.t'~;i -.----.......-------- =- \ RECEIVED FROM. & ACN ASSESSMENT P:' CONTROL WI NUMBER AMOUNT PATSY HACI<ENlIEIl13 "XI_XlJt_~ 15 Irong.te Cou~t Heoh.n1a.burg, PA .k~XJIMXlxan 101 -1,:)00.00 17055 - . --'- el-1994-0!5e7 ,C51lifC!limf (lAST) BOLIG STELA M SSN 016-!5b-0744 IFIRST) IMI -- t!i4-. CU BERLAND REMARKS PATSY J. HACKENBERG fa TOTAL AMOUNT PAID -_.-.tL.~~ SEAL CHECK" e7J t..:/ ' RECEIVED BY I I ' , MARY r;, LEWJ j REOISTEROFWILLS REGISTER OF ILLS ,j " , ,- -..- -- ~-- ~~ ..--.-..-... "'-.. -- "- - ..-.- -.... -.-. .-....;,.-.... -- -- ~- ...- --. ....... - - - ----. - -.... - _. . ' '" " " " , .'" / i " . , '..- ... .....1 r""""""'" ~ ,:.".....+--~.-., ~- .:~.._,.~-_.,......~ _U ..... I' 1/ "I' 'I ~-1547 !X AFI' (1Z-94'. )I'" R~~NWEALIH OF PENNSVLVANIA DEPAAINENI OF REVENUE IUREAU OF INDIVIDUAL lAKES DEPI. 210601 HARAISaURO, PA 17121-0601 / '-/,. d. 1'7 -:x OJ o\t; NOTICE OF INHERITANCE TAK APPRAISEHENT, ALLOWANCE OR DISALLOWANCE DF DEDUCTIONS AND ASSESSHENT OF TAX ACN 1 01 DATE 06-20-95 , 11- FILE NO. OAT! OF DEATH' 05-25-94 COUNTY CUMBERLAND HOTE. 10 INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PDRTION DF THIS FORH WITH YDUR TAK PAYHENT TO THE REOISTER OF WILLS, HAKE CNECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: CHARLES J AX JR ATTY 14 S MAIN ST MIDDLEBURG PA 17842 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 C R'Mlttld l ~.!lolo ~ ~ .!lo~~_!"!! ~..~! ~ ~___, 00 0 ~_m~_~! ~ ~o~ 0 ~.!lo~~~_ !.~~!.I_ ~~ _ !..~~ 0 X~~~__ ~~~_C!.~~.w.~__ _0 0 0 0 - -0 - -:rr 0" 0" o. REV-1547 EX AFP 112-9..1 NonCE OF INHERITANCE TAX APPRAISEMENT, AL'lOWANCE'OR "', DISALLOWANCE OF DEDucnONS AND ASSESSMENT oil TAX " , , ; ESTAT! OF BOLIG STELLA M FILE NO, 21 94-0527 ACN 101 , DATE 06-20-95 ; : TAK RETURN WAS, (X I ACCEPTED AS FILED ( I CHANO~D RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1, Rul ~Itoto (Schldul. A) (I I 2, Stock. .nd Bond. (Schldul. 8) (2) 3. Clo..ly Hlld Stook/P.rtn.r.hlp Int.r..t (Soh.dul. C) (3) 4, Hortg.g../Not.. R...lvlbl. (Schldull D) (4) S. C..h/8onk Dlpo.lt./HI.o, P.r.cn.1 Prop.rty (Sch.dull EI (51 6. Jclntly Own.d Prcp.rty (Sch.dul. FI (6) 7, Trln.f.r. (Sch.dul. GI (7) 8. Tot.1 A...to f:l .00 .00 I, '-:.:1 ,00 ,00 38,299,34 3.30LZl. ,00 (81 41,601.11 APPROVED DEDUCTIONS AND EXEMPTIONS: 8,322.00 9, Fun.r.1 E.p.n.../AdM. Co.t./HI.c. E.pln.l. (Sch.dul. H) (91 10. Dlbh/Hortglg. Lllbllltlu/Llln. (Sch.dull II (101 ,00 11, Tot.1 D.ductlcnl (II) - 12. Nit V.lu. of T.. R.turn (121 13. ChlrltobII/Gov.rnMlnt.1 8Iqu..t. (Schldul. JI (131 14. Nit Vllu. of E.t.tl Subj.ct to TI' (14) NOTE: If an ......m.nt wa. i..u.d pr.viou.ly, lin.. 14, 15 and/or 16, 17 and 18 will r.fl.ct figur.. th.t includ. th. total of ~ r.turn. .......d to dat.. ASSESSMENT OF TAX: IS. AMount of Lln. 14 .t Spou..1 rlt. (ISI 16. AMOun~ of Lln. 14 t...bll .t Lln..I/CI... A r.t. (16) 17. AMOunt of Lln. 14 t..lbll .t Coll.t.r.I/CI... B r.t. (17) 18. Prlnclp.1 T.. DUI 8.~" 00 33,279.11 ,00 33,279,11 .00 K ,00. 33,279,11 H ,06. ,00 K ,15. (18) .00 1,996,75 ,00 1,996,75 TAX CREDITS I PAYHENT DATE 08-24-94 03,,29-95 RECEIPT NUH8ER MM912863 AA022989 DISCDUNT (' I INTEREST (-) 78,95 3.30- AHOUNT PAID 1,500,00 420.69 INTEREST IS CHARGED FROM 03-30-95 TO 06-28-95 AT THE RATES APPL1CABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORtI TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 1,996.34 ,41 ,01 .42 . IF PAID AFTER DATE INDICATED, SEE REVERSE FaR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND, SEE REYERSE SIDE OF TNIS FDRH FOR INSTRUCTIONS.) RllaRVATIDNI E.t.t.. of d.c.dlnt. dying on or b.for. D.o.lb.r 12, 1'8Z ~~ If any future Jnt.r..t In the ..t.t. 1. tr,".f.rr.d In po.....Jon or .njoy..nt to Cl... . (coll.tutU btntflol.rl.. a' thl d.o.dent .ft.r tht ')lplr.tlon of lnv ..t.t. for llf. or for yurt, the CONonwttUh h.rtbv ")lpnlllv r,lIrVII the right to appr.h. .nd ...... tr.n.f.r InhtrUeno. 'I)CII .t tn. I.wful Cl... I (ooll.t.r.l) r.t. on 'ny luch future Int.r..t, _01' NOTICE I To fulfill tht r.qulrt..nt. of S.otlon 2140 of thl Inhtrltano. end E,tat. Tax Aot, Aot i2 of IV'I. 72 P,S. Station 2140. PAYMENT I DetlOh the top portion of th1l Hotlo. and ,ubtlt with your Plvltnt to thl A.glttu of Willi prlnt.d on thl nvuII .Ide. u"", chock or 1lOll" D'dO' .".bl. tDI REOISTER OF HILLS, AOENT All p.y..nts rtOllvtd 'hall flrtt bt IppU.d to tnY Intu..t whSoh ..y bt due wUh any rHllndu appll.d to thl t.x. REFUND (CA)I A r.fund of a tl)l or.dSt, which w.. not r.qut,t.~ on the Ta)l A.turn, .,v bt r.qUl.t.d bv oOl9I,tlnl an "Appllc.tJon for Atfund 0' P'Mulvtnla Inherltanc. and Etht. 1')1" (AEV.!SU). Appllo.tlon..re .v.JlIbl..t the Ufflo. 0' thl Rtghter 0' Willi, any of the 23 R.v.nut Dhtrlot Offloll, or bv 0.1I1ng the .p~I.1 74-hour "'.lHIrlng IIrvlc. MMb.rt for fur.. ord.rlngl In P,M.ylvltlla 1-800-361-2050, outsld. P.M.vl...."I. and within 100.1 Harrl.burg Ir.. (111) 787-'094, TOOl (7111 772-2252 (HI.rlng lap.lrld Only). OIJ!C110H11 Anv p.rty In Int.r..t not I.tl.fl.d wl\h the appr.I....nt, allowanca or dl..llowlRO. of deduction., or ......lInt of ttIC (Jnoludlng d1lcOU'1t or Inter..t) .. .hown on thlt Notlo. lU.t obj.ot within .Jxtv (60) day. fI' r.c.lpt of thh NoUc. bVI uwrlU," prot..t to thl PA D.p"t,.nt of R.v.nut, lo.rd of App.all, DIPt. 281021, Herrhburg, PA 11128-1021, 0" -..l.otlon to hlv, thl ..tt.r d.t.r'ln.d It 'udlt of the looount of thl p.r.ontl r.pr...nt.tl...., OR .w1PP"1 to thl Orphan.' Court. ,111"1" IITRATlI'! CORRECTJDHlI Ftotu.1 .rror. dl.cov.rld on thll ........nt .hould b. addr....d In writing tal PA DIP.rt..nt of A....~, Bur.au of Indl...ldu.1 T')I", ATTNl Po.t A.......nt RIVI.N unit, D.pt. 210601, H.rrl.burg, PA 17121-0601 Phone (711) 787-6505. s.. Pili 3 0' thl bookl.t ftln.truotlon. for lNh4rttenc. TI)I R.turn for I Rt.l~t Dtotdlnt" (REV.ISOI) for In ')lpl~tJon of ~lnl.tr.tlv.ly oorr~ttbl. .rror.. DIICOUIIT, If 'IOy tn due II p.ld within thrll (5) c.lender IORth. Ift.r the dlc.dent'. duth, . fl.... perc.nt (IX) dltDOU'1t of thl tlM p.td 11 IUow"d. I"TERl!1T , Interllt h chlrgtd b.glnnlng with first dlY of d.l1nquenov, or nln. (9) lonth. lOcI OM (I) dlY frol the d11. of dllth, to thl dlt. of ply..nt. T.wII which bee... cftllnquent bIIfore JInUIrV I, 1911 bllr Int,,"t It the rat. of .1)1 (6X) p.rc.nt p.r annu. c.lnul.t.d It . dillY r.t. of ,000164. All t.~.. whloh b.e... d.llnquent on end .ft.r JlnUlrV I, 19'2 will bltr Intullt It II rite which wlll ...trV 'rOIl clllndlr Vllr to o.l.nder y.er wUh thlt nt. lMOunc.d bv thl PA D.pert""t of RIV.nut, rhl appllc.bl. Int.rllt rlt.. for 198Z through 1991 erll ~ Int"..t Rlt. Dally Int.rl.t F.otor ll!r Intlr..t Alt. D.llv Int.r..t F.otor 1912 20X ,OOO'~' 191! 9X ,000241 1115 l6X ,000~5I 1911-1991 11:< ,000101 I9I~ llX ,000101 1991 9X ,OO02~! 1911 IlX ,000156 lm.I99~ IX ,000192 1916 lOX ,OO02!~ I'" 9X ,OOO2~! ulnttrllt I. clloul.t.d ,. follow.1 INTEREIT . BALANCE OF TAX UNPAID X NUXBER OF DAVI DELINQUENT X DAILV INTEREIT FACTOR uAnv HoUc. Inutd .fter thl taM btcOM' d.lInqulnt will rlft"t on Int..r..t o.lcullUon to 'IftHn (11) din beyond thl dati of thl .......tnt, If PlYllnt I. ..d. .ft.r thl Int.r..t cotpUt.tlon dlt, ,hown on thl Notlc., tddltJon'l Inter lit tult b. cIlcul,t'd, \ "" . .<1\1'" ." . I.t",ornc<, Charles J. Ax, Jr, 14 Soulh MaJoSlItt! Mltldlthufl. II~. 11U2 ,. c ,Z- IN RE: ESTATE OF STELLA M. BOLlG, DECEASED Ocr 05 l(}il!' , v,) ~'f}-' :IN THE COURT OF COMMON PLEAS :OF THE 9TH JUDICIAL DISTRICT :OF PENNSYLVANIA :CUMBERLAND COUNTY :ORPHANS' COURT DIVISION :NO. .:!,.IN - 5;;, 7 FINAL DECREE AND NOW, ocr ( 1'3f." ::2~ , 1995, upon consideration of the annexed petition of Robert E. DoUg and Patsy J. Hackenberg, it is hereby ordered and decreed that Robert E. DoUg and Patsy J. Hackenberg, Executors under the Will dated September 7, 1984, of Stella M. Dolig, Deceased, are hereby discharged from their duties as Executors and they are released from future liability as Executors. By the Court: ~jv,ylr-:.~ J. 00 c: I, \r.l JJ " I " " " " " , (,':1 -., "~,I " ,"" .. , . ;" (~ i:' , '1,\ ! .. 4.,1 . ~ - . REV-1547 EX AFP (12-94_ .l ~~:~~~~~\T::' O:;EC~~~tLV'HI' NOTICE OF INtlERITANCE TAX ACN J 01 BUREAU OF IHDIVIDUAl TAXES APPRAISEHENT, ALLOWANCE OR DISALLOWANCE ~:~iS:~:~~\A 17128-060' ' OF DEOUCTIONS AND ASSESSHENT OF TAX DATE 06-20-95 'ESTATE OF BOLT(J= - SimJl- ~~-M 'u' -,.~~=~==-- FILE NO: - 2194-lJ5V-- DATE OF DEATH 05-25-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITtI YOUR TAX PAYHENr TO THE REGISTER OF WILLS. HAKE CtlECK PAYABLE TO "HEGISTER OF WILLS, AGENT" REMIT PAYMENT TO: CHARLES J AX JR ATTY 14 S MAIN ST MIDDLEBURG PA 17842 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~ A.ount RI.ittld -1 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v: iStjj - E if -;. j: p. - n 2": 94 Y - NOTI ani" - "iNHER I;: ANo E - TAx. AP' PRA IS EHENr;.;. L row A NO E. iifi - m.... - -- - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DOUG STELLA M FILE NO. 21 94-0527 ACN 101 DATE 06-20-95 APPROVED DEDUCTIONS AND EXEMPTIONS; 9. FUnlrll E~p.nl../Adn. Costa/Hile. Expln... ISah.dull H) (9). 10. Dlblo/Hortglgl Lhbllitl../Llln. (Sohldull I) 1101 ,00 U, Told Dlduotlonl 1111 12, Nit VolUI of To. Rlturn (12) 13. Chlri toble/Govlrn.lntol Blqu..to ISohldull J) (13) 1'0, Nil VIlul of Estolo Subjlot to To. (14) NOTEI If an assessment was iSDued previausly, lines 14, 15 and/ar 16, 17 and 18 will refle~t figures that in~lude tho total of abh returns assessed ta date. ASSESSMENT OF TAXI IS, A.ount of Linl 14 It Spou.sl rltl lIS) 16, A.ount of Linl 14 tl.lbll It Linlll/Cll.. A rltl 1161 17. A.ount of Linl 14 tl.lbll It Colllt.rll/Cll.. B rltl (17) la, Prinoipll TI. DUI TAX RETURN WAS I (X) ACCEPTED AS FILED ( 1 CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rill Estoto (Schldule Al III 2, Stock. Ind Bond. (Schldull Bl (21 3. Clou1y Nold Stcck/Plrtnlr.hip Illlor..t (Schldull C) (31 4, Hortglgl./Nolls Rlcli.lbll (Schldull D) (41 5, CI.h/Blnk Dlpo.its/Hi.o, Plr.onll Prcplrty (SOhldull El (5) 6, Jointly O.nod Proplrty (Sohldule F) 161 7, Trlnsflr' ISchldull 01 (7) a, Totol A...1o ,00 ,00 ,00 ,00 38,299,34 3,301.71 ,00 lal 8,322,00 ,00 X ,00. 33,279,11 X .06. ,00 X ' 15. lIal TAX CREDITS I PAYHENT DATE 08-24-94 03-29-95 RECEIPT NUHBER MM912863 AA022989 DISCOUNT (+) INTEREST (-) 78.95 3,30- AHOUNT PAID 1,500,00 420.69 INTEREST IS CHARGED FROM 03-30.95 TO 06-28-95 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE frfciiVEII JUN 2 0 ,Q9S VOUGHIIAX 41,601,11 8,311 00 33,279,11 ,00 33,279,11 ,00 1,996.75 ,00 1,996,75 1,996,34 .41 .01 ,42 EXHIBIT "1\" . IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 11, NO PAYHENT IS REQUIRED, FOR CALCULATIGN OF ADDITIONAL INTEHEST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~TATUS REPORT UNDER RULE 6.12 Name of Decedent I flTr.r,LTI M. nOT,rc; Date of Death: 5/25/lJ4 Will No. Admin. No. 21.94.0527 Pursuant to Rule Court Rules, I report the the administration of the 6.12 of the Supreme Court orphans' following with respect to completion of above-captioned estate I 1. State whether administration of the estate is complete: Yes~_ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes No x b. The separate Orphans' Court No. (if any) for the personal representative's account iSI c. Did the personal representative state an account informally to the parUes in interest? Yes X No__ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may e attached to this report. Date: 6/14/96 ~lr~ l~'a~~'lype or print) .~ Cl Ul \lj~ , c' . .... In t:q: l{,1 "J(t: r.:.1 , l:-i: ( (,I 1'- ) .... 14 S, Main Street, Midd1eb\lra. PA 17842 Address '..1 \') (717 ) 837-0086 Tel. No. <II :; ~ ~ Capacity: Personal Representative x Counsel for personal representati ve '.1 ;" (I ',',j oil> lllCC a: ,'I I> , djl.:: 08 ( MAil: rmf/ AM3)