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HomeMy WebLinkAbout94-00543 PETITION FOR PHOBATE and GHANT OF LETTERS "} 1/' 1/' J ;/C' "~~I" .o.t. ") , ,J".::::' ~/::- Estate of _ also known as MrIIlY E. MIJ.I,EH No, . To: Register of Wills for Ihe Deceased, CounlY of ClMllEIlIJIND In the Social Security No, ' 195-16-4334 Commonwealth of Pennsylvania The pctltlon of Ihe undersigned respectfully reprmnts thai: Your pelltioner(s), who is/1m 18 ycars of ace or oldcr an the mcut or In the last wlU of the above decedent, daled _ AlIgJlfll 26. and codlcil(s) dated t1c"l.Q TPnnmf"frl named , 19...ll.... (Slale relennl circumstances, e.,. lenunclatlon. death (If CHt:Ulor. clt,) Decedenl wa~ domiciled al death In C1.rrtJerland County, PennsylvanJa, with h er last family or principal residence at 640 Ruph.'Y ilOilO Borough of WonnleysburQ lUst street, numbH. Twp. or BOlo.1 Decedenl, then 76 ycars of ace, died __--'1<:!Y. 7, ,19 94__., at lIarrisburu lIospital . Except as follows, decedent did not marry. was nOI dil'orced and did not have a child born or adopted after execulion of the will offered for probate: was not the I'ictim of a killing and was nel'er adjudicated Incompetent: Decedenl al death owned properly wilh e~lim~ted I'alues as follows: (If domiciled in Pa,) All personal propeny (If not domiciled in Pa,) Pcrsonal propeny in Pennsyll'ania (If not domiciled in Pa.) Personal propeny in County Value of real estate in Pcnnsylvanla shualed as follows: 640 llupley Iloild, !Jorollgh of Wonnleysbllrg C1mberlllnd County, PA WHEREFORE, petltioncr(s) respectfully request(s) the probale of the last wlU and codicil(s) presented herewith and the grant of lellers of AchiniRtml'ion. C.T.A. (ItSlamen;aryj administration c.t,a.; administration d.h.n,c.l,..) 1,250.00 s s S $_ 1l~.UUlJ.UU theron. i "'~ '5':' "'~ "',~ o~ .'" ~u ~t so a .. Iii 1 ' 2, / (/ i If (, I' J)} "1/ (, '/'l,,'O)l I" 7(1' ',') Helen M. F.'llk ' 2 WonCICfi!st RlIi lding Vi 11 "!1" nf llin,.fnrrl M11'1r11ut~. p1\ 17n~7 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 55 COUNTY OF ClMllEllIJ\NIl The petltioner(s) a~ol'e.named swear(s) or afnrm(s) that the stalClnents in the foregoing petJtlon arc true and correct to Ihe best of the knowledge and belief of petllioner(s) and thnt ll.S personal represen- lative(s) of Ihe abCoI'e deredent petllioner(s) will well an~ truly admil'sle\ ( e estate according to law. ,) I \ !J(\ '\ i ) Sworn 10 or affirmed and submibed 1'" \ .\"'/J'..ill' , 1\, " c" bero e me this 16TII day or lIel un M. Fill k ~' , ,IIINL '197'7u' I, , !:. , II 'I. I ~ If. LI"I!,I/t",..,. 'I.rr/j ~ (M^~,Y C. LEWIS ' - Regisler, / rl 2 "I., ':' I ,\' . ,'; No, _ 21 - 94 - 543 Estate of _ MrIRY ~;. MII.LEll , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 20, ,_ 19-94..., In consldcrallon of thc pClltlon on thc rcvcrsc side hcrcof, satlsfaclory proof hal'lng bcen prcsented bcforc me, IT IS DECREED that the Inslrumc.ll(S) daled...- August 26, 1993 described thcreln bc admlttcd to probate and /ilcd of record as Ihc last will of . Mary E. Miller and Letters of Mninistrilt:ion. C.T.A. are hercby granted to Helen M. Falk FEES ~'I () f} ('~' tJ (I , ,-' ,\ '. , . .6_ _' J __... . .' . > ,'''' "In.,,~) .. i~1 MlR~lI~ .or ~I~h ,{ (l Probatc, Lctters, Etc. .,.,..... S Short Ccnlnr.ates( 3) .......... S RenuncIatIon I'......... I I I I I. S X-Page~ S JCP 'fOTAL _ S 200,00 9.00 10.00 12.00 ?3~: 8~ Jerry R. ~ffie (09601) ATTORNEY (Sup, CI, 1.0, No,) 301 Market: St:., P. O. \lox 109 l.e1~. Ph 17041-010'l AIJDRESS (717) 761-4540 PHONE FJlcd t.. III ,J'~~~I ?Q".l ~~~, II.,.. III.." on ~l' (~ ; ,', ,j , , " , ~Il U' .' " Malled letters and order to attorney,on 6-20-94, 003366.0000I/AlIgll.t26, 1993tJRDtDKL/28209 Il, As much of the principal of Ihls Trust as my Trustee, In lis sole and ahsolute discretion, may from time to time think advlsahle for the support of my son to maintain him In the station of life to which he Is accustomed at the time of my (Icath litter taking Into consideration his other relullly aVlIlIlIhlc assets lInd sources of income shllll ellher he paid to him or else applied directly IIII' his henetit hl' Trostee, C, Trustee may upply the nct Income of this Trust in sUPIHlrt of my Slln, DA VID I. FALK, should he he hy reaSlln of age, Illness llr any olhcr cause, in the llplnion of the Trustee, Incupaole llf dlshurslng It. D. Two (2) yellrs Illllowing the date llf my dcath, I direct Ihat the Trustcc shllll distrihute to my son, DAVID I. FALK, onc.half (1/2) llf thc thcn rcmlllnlng prlnciplll halance llf the Trust, provided my Slln is then living, Flvc (5) ycars from the dllte of my death, I direct thltt the Trustee dlstrlhute the hlllance llf thc principalllf thc Trust, togethcr with any accumulllted or undistrihutcd incllmc, tlllllY Slln, DAVID I. FALK. outright. provided he is then living, lit which tlmc this Trust shlllllcrminatl' unless previously terminated, E. Should my son, DAVID I. FALK. die prior to the tinal distrlhution then I direct Ihat this Trust shall terminate IInd the thcn remaining principlll togcthcr with any lIccumulated or undlslrlhuted income shall he distrihutcd, lIhsolutcll', to my dmlghter.in.law, HELEN M. FALK, F. I further direct thaI if th,\ principal amount llf the Trust Is less thun Twenty Thousund ($20,000,00) Dollars atuny time during tht\ IeI'm of the Trust that the Trustee shall have the right, In Its sole and lIhsolute discrctlon, III terminate the Trust lIml distrlhule to my son, DAVID I. FALK, the thcn rcmaining princlplll hlllance logelher wllh any lIccumulllted or undistrlhult\d Income, 0, Further, I direct that in thc event that my Slln, DAVID I. FALK, lInd my daughter-In- 11IW, HELEN M, FALK, shall dic prior to the dutc llf the tinal dlstrlhut10n of the Trust -2. ", I, I I ,:" I " I :I:::j ", H" .,~ ~" ( ~'~';,:~:l ":\1 n~'Jr ,'"Y-, : :":';',1' Ll.':/',\ ~ ' I, .' .' II ,\ " " ,4' " ", ,II " ',I; "'( " " " i; if j'. " !' ,,' " " " I '.. " "" "t' I't" I. .,' Ii" 'i' ,.I't ,. '-,; I' .' ,;, ": I" '.' ", " (' {~:' . ,; ;"'1 h , " " 'l~' f;(" ',1Gl" \.:1 '; " " t., I'" " , , H ': \" " Ii' I' ': ;'J, '" c \;. ,',. -,.' ; l~l'I.1 \,~:l -, , " '-1'- 'i"(_, "" j, ii' ,',\' ,_t_'-j ,. '~;J ';, " '" "[ '( f)' ';1. :J :/)d L>, HI " ( ; II ~ , ,-, d' ,'_i ',],,1 (j)(;;: (.t; " I"'" i.-I, " Ii II", .' It " II;; I,' ;/' ': I! , \' , " .. 'i, , " !it' '-.1 ", " , i' !\ , i.' ", " ','i-'-' I',' ,,' [,I'. , t,' .' "" J' \ ~ , ,t' 'j. 1'" I I' , " ; ,'.,. ,.",. "I ," I" ,I" Ii l~' , , L Ii' , [, d., i,', " 'ill' ,. " " ',1 ,. " I' !I " " " . , " "\\' I' 'I' " ,f " "'1\ " '" j", " ''If'-,,}\\ \1 " I, " " ii' " , " " H /, .. " " , , ii " ", " Ii, , , " ;.' , " " , .f>' I, " '. , ;, ;. ,I " "," l" " l' ", " 1,\' tJ I' IF, "" , " "',d;'; , ill " " j. 'If , '-, ,. .' ,. ':J' ., " i: tI " I " " , 'j h I, I'\I'! " , " i' i, (i ',j ,I ,. ,i, " i" " !,', r .. '.\ " ,. ,. i'" ;..,,, " "" ,. ,. " ." " "I' i! ,. ,. " . , , ,. ;1.. " ,. l COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. J u: lie 1 en ~\. Fal k b.ing duly sworn aeeordlng to law, depoUl and says that she is N:lminfstrntrix C.'I'.A. 01 the Estate 01 M~"y I' Mi 11 "',. .' lato 01 _llorouglLn.C...\'Iatlll1C!y..silw:g...._ _ , Cumberland County, Pa., doeeaud and that tho within Is an Inventory made by Helen 1. I'nlk , tho said l\c1minfstratrIx 01 the Intira estate 01 laid dlcedent, eonslstlng 01 all the per Ion a I propdrty and real eltah, except real estate ouhlde the Commonwealth 0; Pennsylvania, and that the ligures oppollte each Item 0/ the Inventory represent It's lair value as 01 tho date 01 decedent'l death. y)mN~Vt, 10' , _19 94 . ,.',l /) / ,) ')}~ I .(1 -~ ("'/V' -}JJ. J(l ( .L d }v)J'\.J encufo, . AJmlnhtrator lIelen M. 1"n1k, lldminfstr<lt:rix C.~'.A. 2 Woodcrest: BuilcUng pineCord Village ~1ic1clletO'.~, PA 17061 Add"" S\o/C),rn t:o _ and subserlbed belore me, O'Y ~k1Y Month 1994 Vu, INSTRUCTIONS I. An Inventory mUlt be filed within three months alter appointment 01 personal ruprOlentatlve, 2. A lupplement Inventory must be Illed within thirty daYI 01 discovery 01 additional OIuh. 3. Additional shoots may ba aHached as to personalty or realty 4. Soo Article IV, Fiduciaries Act 011949. M '<l' 0 B I' ... I -.l ~ >- . ffi w .. . ~ .... ~ : g ~l ~ ~ M ... .~ U '<l' 0 VI U In g w w - C 0 :t a: ~i lI-< ... C ... 1 Z .... ..J U. 0 ~ I qj li '<l' U. ..J < 0 ... '" W < w .g .,... ::.. I ~ 0 :z: a: ,:. 4< ,<'" "" 8 - C 4-, 0 N 0 C 0 ,8 ... , VI :z: C&l 0 , 0 a: ~ U I oJ x :z: w <( ... ~ ... >< '" ~! c - .:! I ~'I . 0 . 0 I . ,Q '" ... ,g,1 . " .!! E .! 0 A. . , 0 " U u:: '" :1 " ..J I I ,I "" Inventory of the real ond personal estote of I::' MARY E. MILI,EIl deceased " 1. Real l\st:at:e - No. 640 Ilupley Iload, Borough of Worrnleysburg, Cumberland Count:y, Pennsylvania. (need Book - "U", Volurre 31, Page 897) Sale Price 95,000 00 2,600 00 2,644 75 295 42 278 00 181 00 20 03 9 84 99 00 2. 1984 Dodge Sedan - sold at: illlction 3. lIousehold Goods - sold 1It: auction 4. Pennsylvania Blue Shield .. reimburserrent: checks & premium refund '5. PA IJepartlT'f.lnt of Revenue - incorre tax refund 6. Erie Insurance Group - autorrobile insurance refund 7. ,lIoly Spirlt Hospitlll .. refund - overpayroont 8. AT&T - refund - leased equipll1'3nt 9. Erie Insurance Group- Horroowner's Insurance Refund TOTAL 101,128 04 (}~'. " I ,"'> /1 /)/r/_,., (I. I ,) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) -' ,-::. 'OR OATIS 0' DEATH AmA 12131191 CHICK HIRI If A SPOUSAL POYIATY CREDIT IS CLAIMID [J iii'i"NuM8IC..-----...------ ----- Rfv.I~OO 0;. pI.'l1) ... .. tS~e "'00 0..... .... ~ I ~ ~ .. Q OZ 1.10 .. '. .~i",) ~. "".,,,1,'\' '. :r II.. COMMONWfA.\lH 01 Ht,jN~YlVA.NIA. DfPAR,IMENl Of REVENUE DfPt, 180bOl HARRISBURG, PA '7I18,OWI N' NAM LA , IR ,ANO MIDDLE INITIAL! 21 COUNTY CODr N' . M-l"m ADDREIs'-'- 640 Iluploy Hoad (Aorou9h of wormlornburg) Cilmp 11111, PA 1701 f.(~II~~~. _.(aJ.MllBHLANlL__._.._.____n .____ I] 3, Remolndor Rolurn Ifor dol.. of deolh prlo, 10 12013.82) [J 5, Fede,ol blale Tax Relurn Required _ 8, Tolall~umbe' a' Safe Oopo.1I Boxe. 94 YfAR .....,,_.. ..--....-.-..- 0543 NUM8ER ~ e ... Q MII,J,BH, MAllY g. :ocl;r;'~~'~Y~::'~'3_~_~=--'I'D;~ ;~D~;:=~G:;;~'~-::::: rn " O,iginal Relurn U 2, Supplemonlol Relu,n [] 4, IImlled Ellol. lJ 40, Fulur. Inloroll Comp,omile (10' dalel of dealh oher 12.12.821 o 6, Oecedenl Died Tellole [J 7, Decedenl Malnlalned a living Tru'l (AI/ach copy 01 Willi (AI/och copy ,f Trulll ALL CORRESPONDENCE AND CONfiDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAM "1 ['OMflffH MA.ILlNu AOO~Hr- Jerry H. Dllffle, hAg. , 301 Markol St:. Johnson, Dllffie, St:ewart: 'WeIdner P 0 Aox 109 Tel PHONE NUM8ER . . I,(lmoyno, PA 17043-0109 _ ~ 761-4540 "':. --====--;:..--:;::=..-..::=:" -- -- z o S E ~ L Real E lIale ISchedule AI I 11 _ .__95,_O_OO_.J1lL.____ 2, Slack! and Bondi (Schedule 81 I 21 <U_<"_.._,,_, '__"""__'_0_ 3, Clolely Held SlacklPorlne"hip Inlerell IScheduio q I 3) h_,_________ 4, Mortgagel and NOlel Rocoivable (Schedule 01 ( 1\) ,_____.________h__~_ 5, Co.h, Bank Depolill & Mhcelloneo,,, Pe"onol Properly( 51 _..___~_I..2 B . _O~_ ISchedule EI 6, Joinlly Owned P,operly ISchedule FI I 61 _. 16, 4~.} . B B 7. Tron"... ISchedule GllSchedule L1 I 71 _________,___ 8, TOlal G,all Allel. Ilolollinel 1.71 9, Fune,al Expe"e., Adminll',otlve Call., MilCOlloneoUl I 9) ____~L,_'L5_0 . 24 Expe"e. ISchedule H) 10, Debll, Mortgage lIabilllle., Lie" (Schodule II 1 L TOlal Ded.cllo" Ilolalllnel 9 & 101 12, Nel Val.. 0' Ellolelline 8 mlnUlllne 111 13, Charllable and Govornmenlol aeque," ISched.le JI 14. Nel Value Subiect 10 Tax Illne 12 mlnUlllne 131 I 8) 117,611.92 110) 638.95 111) ~_,OB9.19 112) 95,522.73 113) -0- 114) 95,522.73 1151 __~22.,_~!U.JI__)( ,06 = 5, 7JL.lL-_ z o ~ S ~ o V g 15. Amount of line 14 to Koble 01 6% role (Inelude vol... Irom Schedule K or Schedule M,I 16, Amounl 01 line 14 loxable 01 15% ral. Ilnelude volu.. from Schedule K 0' Schedule M,) 17, Principal lax duelAdd lox from line 15 and from line 16,1 18, C,edlll SpoUlol Poverty C,edil Prior Paymenll DllCounl Inlere.1 __________.__h__ + _'______"-' +_..____._nmh - ....._..._.__ 19, If line 18 II greole, Ihon line 17, enlor Ihe diffe,ence on line 19, Thlllllhe OVERPAYMENT. gO 20, If lin. 17 I. greale, Ihan line 18, enler Ihe difference on IIno 20, Thlllllhe TAX DUE, A. Enler the lnleroll on the balance due on line 20A. 1201 ___2.llLJL__ 120AI __.____..,__=-Q:::.___ 120BI __5_,Ul~~__. 116) _____________x ,15 = _ -0- 5,731. 36 Chec~ here if you alc fNIUC\ling h refund of your overpovment. 117) 118) _______ -():.___ 1191 B, Enler Ihe 10101 01 line 20 ond 20A on line 208, Thill. Ihe BALANCE DUE, Mak. Chock P".v".bl. tOI R.gl.,,, of WillI, Ag.nt .. 8E SURE TO ANSWER All QUESilONS ON REVER'SE SIDE AND TO RECHECK MATH.. Under penclli.. of perjury, I declare thai I hay, ell:omined !hi, relurn, Intluding accompanying ,che'duIIH and 'Ialemonll, and 10 Ihe be,t or my knowledge and b;ii';i, Ills true, correct Qnd complete, I declare Ihol 011 realellole hen been reported 01 !run mor~el yalufl, Dflclaration of propaTer otnnr Inon Ihe pen anal fepreienlollYI II baled on alllnlormalion ('If which preparef ho, any ~nowledge, J'O~'~R~' ';;1~~~(r,~-r;~;'N~~URN-'DDRm-;;~i~~~rf.~i;:~~~~ :~~( l? ~ (~~~,i(, r 0-):;1-"1 Tiiiq-r:- :~(1~' h y__ ?~ 0 .t$dm"t~~~-('--'I'~rn--------------- _un' ___________________ ,~j2Y:.__ ~ '.ory~_f~~~L, I,~.L' I '___~__:_~~{~~;l~_~'1/\7~1]~~(1\\I'!~~~'1_______ .^It (I) (fl( CUNI::'S'lrl~^ TI'I'U~ II\lSUI1\NCL CU, ^, SettlementS-tntement 11,0, O'~lIfm.of of 11.11.100 , I Ind Ulbln nlvolupmenl IJI 1,1,1 t,IHH'.llt'l'I, 1,1111.1\11",1'1\ I/Mll /'!ullll':lllmlIJ.I'ir.'ilnl.nc,lIletJIJ'HllllS 'Ax:'",m.I1\'i ,...... ,r OMII No, 2r.ol016~ 1 B:];p.!. 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(J(!L~II(I.1Hi~ :~~O.c~l;'~ l'dutl!{ln'~o\Jn~d~-' illll/.(jlll!~lOJ,_'== :'~;~411r;.';oO ---- 'I'll !'rlun l/rJ. III 'l'IJ/I'tclIlI ),4t3,O~ .~~~~~~___._____ BOAAOWfJI.__ _____ _~~~~_____~.l!L- __~_ tunrmnll_, -;JII~~{I.ii-:ii-iJ '1, 'lll'j. 00 IN,11 rml'l"!lnt II' ~la"".b\.rId" baNI unWltd 10 'It ~...I'IIIII"""IIIlN'l4",. lI~llIJ'" ,.",*1<1", _It 1IIIt.l'1'l,' tlt01tlf'i-ff*\lltf Of ,,* Utlc:ionwtfbl no,o..; on you ~ t>llltlmll "'1lJtt4 10M rtpol\td.Nt tlt 1R8111"'rri,.,.. '~I.hu Mlb..n"porWd YltU tI. 'tqlt'fd bot Ie"... ptO'Mt.... B.N."....I Aotnlwl'l yoIlI tQ'1~ lIJP"Yt' 16tn~~CIIthn rurtltl, H roll do 1111 pro~dt II.. ~"'mtnl AO'Wllvtltlycu ClOf"~ Ielptrtl' I.....b~on ~"':";' ,., ""r" ';'" I.": /"'~'''~"' .. ow, ....H .......'.I...~'"' 1 """~" '" ....... ...."" 1/, ,.,"',,'" I. m, ..."" ..."'. "',OJ..."...,"", /,-;,,:~fi1i,,~-1'1'_L:_..1.!.!I~~,C~_.!_"!___'.<i..__ r?I,:;', -:,~-'CC(fL .____<< It' ;r-,,:"~ I..ft (ff' "'''''~y ,- "1 t4"ot' "'""I,.uNII'"ID\lNIT_ I.j,; h _.._.._..._. _.__..__ _.__ _. ._..___. . ,_ n' '.;.,:.." i1.;~r\..,~-.;: 11..,1..,. "'..' " :1.. I", ,. U.I DE'AI\UUHf 0' HOUIIIlQ ANO U~IA" DIVllO'IlIHU SmlEMENT STATEMENT '1011 , , . " l. IInH..,HI CIIUQU; 'AID '''0'' -- --, --,--- --. ---,...- - ---..-.--. 101'0*1"1 100 IOTAl UlU/lftOKUI CO....IUION hUtd,",ultt. .. _ 'UNot A1 ._.---'l,i;~ill~. n"c~;~;i"I~~ ~ln-.-iOOi.,.r~lIn*" . -.:..-:.'.iiv.ill.~..-~-_..'--;--~_..--~-- ..~_ ___~_'~!:~H!_... -;Oi.-I.---------I;....... --..--- - . _u___________ -----..-~- .-'Or-.---.------ -----.---i~..--n--.- ..... .....---..---~ -~ .....-.---- ---....--.- ..---.-..-______4-._.____...____ _~_. _.___. ._ .... -:-,0"'-' i;';';':;iiiinn r.li.{R~il.l.mi~I.-- .....-.. - .--..... 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'-,iiir-...-oO----h ----'.'--'.0--.. "---'---0--- ___ -iii;"An1IiiOjijffijji'i"iiH'-r.HiAor'~ liirS,;ry., In ~--- ~~~~~r-!~(I~.~~.~~~~=_..~)~===..~~==u:Q.Wt:.1.~I:~Qu.l:~~itW~- IlOJ -'lio4-..~--.~'~- ~.~_.--_.-_.-._.. ._'__~_'_.h______.."'_._.l-.._.__.____._____ --.__. ~_._.__ .--..----.-----.-._.__~.._._._._____l__.._.___ .__._~ ___ _..._._ ._ IJIlI 'Alo,,,nw-- lUlU'S III/>40S.1 UlllfWllIl .. __.__._ _.._._ U..__d .---.J./.._,-__ ________ _... .-----..-.-.-- .. .2JUI...!.1L__ -~-_..__ ____ .Jl1L._~2.._~ -li.,UIl_, _______o__u___ ..---- -.--. -.----...- --... ,.!lDJl.Jlll_ ____~_ ., . ._-_._-_._------_._~_......... - ------ ---_.- --. , , ..-----:-.- _...__._..~..l!l. Ol1.. !foo. 101Al Ullll".Hl CIlAnOU l.nl.. ()r\ 11M' 101.,lIt '.,tll, r..Wonl J Ind III CI! "'ICoIII" l, lTl.l4 2,411!,.Oll 1 ~'1' 44111"", "III." l~jNUD hllll.."'t 11111_111'0411 ''''4 "11,111' ....MHt...... ~""If"'" .l'o4tet_ltt '\111-..4, ,1,_ '''''', ~ ;l......t\ "'114... Ill, IIfh'lllll, "'I'" I~II 'rr"Jt'llIfll~I"""I,,,~ I .~'~,'.~'h(I400-' Wl~I'1111"'''' . .;t;. hwta,Q!t:U i.L~()_______ ~~~L~~;({L::!L!'-'-:~~L~ 'r. . . . ~"I 4.~'~r(. ",. .".I.}~.;. '.",t',.., 'if,'.i.;,. ---.---- "~,- .----..-....-.-. I,... '.. .......,~:"'~""..~...:,:,.,~:'"J,...~~~,"........."..............,....-,...."..,.....-........,..", ....."" , -r \ ' 1111" ~1t1lf\1I11.'...""I"/IlI'trtllllllltll..!lt'tt1II.WI".1114'.~'~..tfM',..,,.,..,..,. ,.,..,...'""...,I1I""I'~IIltWI.II"'~l/JItlhlll~ ,,,''',"," IlIlt" U 1 C~t 11\l.ISOflh/l.11) ESTATE OF ~ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMONWIA(!H 0' 'INNSYWANIA INHI!IlANCI !AX mURN "IIDIN! DICIDIN! MILLER, MARY E. IAII proporly j;i;;jj;.own.d with tho Right of Sunoluo"hlp mull b. dl"I...d on Sch.dul. FI ITEM NUMBER 1 . 2 . 3 . 4 . 5. 6. 7. DESCRIPTION 1984 Dodge Sedan - sold at auction Household Goods - sold at auction Pennsylvania Blue Shield - reimbursement checks & premium refund , Pleoll Print or T, I FILE NUMBER 21-94-0543 VALUE AT DATE OF DEATH $ 2,600.00 2,644.75 295.42 278.00 181.00 20.03 9.84 99.00 PA Department of Revenue - income tax refund Erie Insurance Group - automobile insurance refund Holy Spirit Hospital - refund AT&T - leased equipment refund 8. Erie Insurance Group - ,Homeowner's insurance refund "I- , , 1.," , IA"ach addlllonal8Vt" )( II" .h..h If motl 'pace II n..d.d,J TOTAL AIID Inler on lint 5, Reeo Itulollon) S 6,128.04 RIV.1S09U-tllU81 ~:'~:rC\ ""'I~l>> COMMONWEAlTH Of PENNSYLVANIA INHERITANCE lAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTL Y .OWNED PROPERTY " ESTATE OF MILLER, MARY E. --_._-_._--_._--_....._-.-_.~----- -. . __.n ...._ __ n.'h....._.._. ._...._.. I FILE NUMBER . 21- 9 4,- 0 5 4 3 -.-.-..-...-- -_.__._._-~--.~._---_....~_._._.... -. Joint tonantl.I' NAME ADDRESS RELATIONSHlfJO DECEDENT.___ .------.-~--______.______n_____~ .~____ h Woodcrest Building Pineford Village Middletown, PA 17057 2 Woodcrest Building Pine ford Village Middletown, PA ]7057 Son A. David I. Palk B. Helen M. Palk Daughter-in-Law. C. . -~.-----,..---.-.-------_._.____JI._ Jolntly-ownod pfoporty. . ---.-------.-- "--.- ITEM LInER DATE FOR TOT AL VALUE DECD'S DOLLAR VALUE OF NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1, A 10/88 Harris Savings Bank 20,375.08 50% . 10,187.54 CD # 05-31-131885 2. A 11/88 Harris Savings Bank 7,111.39 50% 3,555.70 CD # 05-31-133073 3. B 10/88 Harris SavIngs Be,nk 3,748.65 50% 1,874.33 Money ~'rket Account 05-05-01402] 4. 13 6/84 PNC flc,nk - Checking Account No. 5140202598 - 1,732;62 50% 866.31 .------..--..- ._-_._~---_._--- ----. -~.__._----<.._._- -- .------~--------.--... ~__._n_.. _.._..._______. ._~._.~___.. ._.___h. .. ___ _________..~._._____...... TOTAL (AlIa onlor on IIno 6, Rocopllulollanj 5 16 , 4 B 3 . 8 B (II mOlo spaeo /. noodod /010;' addillana/.',o.'s 0' w"'O .ilO) \ _,villi". 1'."1 ESTAT! OF ~,I~:~~ ... 5tJI~ COMMONWEAlTH 0' PENNSYWANIA INHERITANCE 'All: RETURN 'BIOfN! OfCfOfflT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print or Tv . B R 21-94-0543 MII,I,ER, MARY E. ITEM I NUMBER A, Puneral Exp.nllll DESCRIPTION AMOUNT 1, Myers-Harner li\Jneral lIorre, Inc, - funeral expenses 5/594.00 2. Rolling Green Merrodal Park - int:E:rrrent fee 575.00 B. Admlnlltratlv. COlli I C. 1. 5,000.00 Perlonol Representative Commllllons lIelen M. Falk Social Security Number of Perlonal Representative, _ 181 Vear Commllllons paid ~95 32 5000 2. Allorney Fees - .Johnson, Duffie, Stewart & Weidner 5/000.00 3, Family Exemption Claimant Addre.. of Claimant at decedent's death Street Addrell __ . City Zip Code Relationship State 4. Probate Fees - Register of Wills - Cumhor1and County 236.00 1. Mlle.llan,oul Exp.nseli Cumberland Law .Journal - advertise letters 40.00 59.23 200.00 25.00 142.00 170.84 78.16 67.95 4,262.06 $ 21,450.24 2, The Patriot-News Co. - advertise letters 3. Dan llarninger 1, Associates - real est:at:e appraisal 4. Registe~ of WHls - file Inventory & Inherit:ance 'rax Return 5. Erie Insurllnce Group - homeowner's insllrance 6. Montour Oil Service Co. - on deliverIes & burner maintenance 7, lI'r&T - leased equipmant charges B. Bell Atlantic - telephone service 'Ibt:al from additional sheet TOTAL (Also enter on line 9, Recapltulatlanl (If mar. Ipac. 'I n..d.d, Inl.rt addltlanallh.... of lam. III..) I f /!/-,1//{~j REVo1547 EX AFP (12094'. I I COHHONWFAl "' OF ",",VI VANIA ACN 101 II n'PARlHEN! OF "vnlll' NOTICE OF INIIERITANCE TAX BIIRtAII OF INIIIVIOIIAl 1m' . , APPRAISEMENT. ALLOWANCE DR DISALLOWANCE I ~~~:is::::~lpA 11\18-0601 "..t,j l OF DEDUCTIONS AND ASSESSMENT OF TAX I DATE 02-15-95 ESTATE-Or."=MnTtR~~""Mi\RV '~r~""~"- '-ii'ItEi 'No.1, '2n-4':b'S43" DATE OF DEATH 05-07-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TIlE UPPER PORTION OF nlls FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILI.S, MAKE CIIECK PAYABLE TO "REGISTER OF WILLS, AOENT" REMIT PAYMENT TO: JERRY R DUFFIE ESQ 301 MARKET ST PO BOX 109 LEMOYNE PA 17043 "/ l. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 [' ,,", u,-u.i.;C;uni'R'';';IH.T-''-~ -.:~_~-_~_=~.'~:~~o~~_~~~~~~::~~=:=~~-=J CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV: isiji - EiC -A Fi'-"fiif: 94T"No'fi Cr-OF - I NHEii iT ANCE-Yiix -APPRAi sEHENr;" A i.l"OWAN"CE " iifi - -""---"" -- - - 0 - .- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF fULLER MARY E FILE NO. 21 94-05(13 ACN 101 DATE 02-15-95 TAK RETURN WAS I I X) ACCEPTEG AS FILED RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. Reel E.tate ISchedule AI III 2, Stook. and honds ISchodulo BI 121 3, Closely Held stock/Partnership Interest (Schedule Cl (3) 4. Hartg.ges/Notes Receivable (Schedule 01 (4) 5. Cash/Blnk Deposits/Hlsc. Personal Property (Schedule EJ IS) b, Jointly Owned Property ISchedulo FI Ibl 7. Tren.fers ISchedule G) (7) 8, Totel A.set. APPROVED DEDUCTIONS AND EXEMPTIONS: I). Funerel Expenses/Adm, Costs/Hise, Expenses (Sohedule H) lq) 10, Oebt./Mortgege Llabllltle./Llons ISchedule II 1101 Il. Toto! Deductions 12, Net Volue of Tox Return 13. Charitable/Governm.ntal Bequests (Schedule J) 14. Not Velua of E.tete Subject to Tax I CIIANOEO 95,000,00 ,00 ,00 ,00 6,128,04 16,4B3,88 ,00 (8) 117 ,611 ,92 21,450,24 63B,95 (Ill 1121 113 ) 114 ) 22,089 19 95,522.7:\ ,00 95,522,73 NOTE: 14, 15 and/or 1&, 17 and 18 will returns assDssed to date. If an assessment was issued previOUSly, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 Ib, Anount of Line 14 17, Anount of Line 14 18. PrincipII Tax Du. at Spousal nd. taxable at lineal/Class A rat. taxable at Collateral/Cl... Brat. 115 ) lib) 1171 TAX CREDITS: ~-----_._----_.__. _'u___,_ -r----- PAYMENT RECEIPT I GATE NUMBER '-TF16-94 -'MM9l3TijT- lU ,00 K ,00= 95.,522,73 X ,06= ,00 X ,15= 1181 ,00 5.731,36 .00 5,731,36 "" U --...'..'.---.-...--l"---'..---m-.. DISCGUNT 1'1 ' AMGUNT PAID IN~ER_~~__~~. )-~1)0'- "1' ---, -5-;731':'36"" I u___m~m, _W" ,..1, uu ._____uuu ..mu.m..-T-m--m'-----1 t:~:~~J!'~~l--=__-~~~! --1 IF TGTAL DUE IS LESS THAN II. NO PAYMENT IS REQUIREO, IF TOTAL DUE IS REFLECTED AS A "CREGIT" ICRI, YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF l111S FORM FGR INSTRUCTIONS, I . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF AGOITIONAL INTEREST, RESERVATION, Estllt.. of dlclden\! dvlnll On or before O.c."ber 12, 1982 u If nny futuro intores' In thl ostnt. I. 'rftnsllrred In po.....lon or .njoy~.nt to Cl811 8 tcollnhrnll bennflclnrlu of tho docedlot nft.r thl Ixplration of flny IIItah lIflor for yur., tho COlIIlllOnWitllth horeby ollProulv rQlorV8I tho right to apprAise and a,nll trnnlfer foherltcnol at tht lawful Cion 8 (eelthtarol) ratu on any ,-uch future tntlruL lor TaMlII PURPOSE OF NOTICEs To fulfill thll r.qUlr'llllnh of See lion 2140 of thll loh.rl\1I1108 flnd [stat. TIIx Act, Aot 2Z of 11)91. 12 P.S. Section 2140, PAYMENT I Oetach the top portion of thl. Notleo nnd lub_lt with your pllYlllllnt to tho Rogl"tor of wills printed on thn revtrlll sldo. .'Hllke chIck or JlonGY ordllf pllyllblo tOI REGISTER Of HILLS, ADENT All Pllyunh rocelved shall first lIo llppllUd to IIny Interntt which nllY be due with anv r.."lnder nJ1plled to the hllc. REFUND (CR)1 A refund of I'l tll)( credit, whIch 10111. not requllted on the la)( Return, nnv he rllque.ted bV cllllplotlng IIn "Appllcotlon for Refund of Penn.vll/nnh, Inhllrltance and E,tatl TIlx" (REV-13131. AppllcdUons nrll IlvlIlllltlh nt tho Offlell of the Regl.ter of Willi, lIny of the 23 RIVllnUI Ohtrlot OffiCII, or bv CUlling the special Z4-hour lIolwlrlng l.rvlcl nUMbers for for~. orderlngl In Pennsvivanla 1-800-361-Z050. out.lde PonnlylVllnlll,and within looal Ih,rrl.burg nrnn f111l 181.IWl4. 100' <1171 nZ-ZZ5l WOllrlng J"Plllrod Only), OBJECTIONS I Anv party In Inhr..t not lIatlsflod with tho llpprnhelllent, nllowllnco or dlsnllownnce of deductIons. or Il.....unt of tllx (Inoludlng dIscount t'r IntorOltl liS .hown on this Hetlce IIlust otdoct wIthin sixty (601 dllvs of receipt of this Notlcl bVI uwrltten protest to tho PA Depl'lrtllont of Revenue, 80llrd of APPlllIls, OIlPt. l810Z1, tlarrllburg, PA 17128-IOll. OR ""ehction to I1l1ve the I!IlItter datorllllnod lit tludlt of the llccount of the pflr9on"t roprottntlltlve, OR --appeal to the Orphlln.' Court. AOHIN ISTRATlVf. CORRECTIONS I fllctual error, dl.covered on thl. a..es'"ont should be AddreSled In writing tOI pA DUpllrtillent of Revenue, Burlllu of Indlvldunl Tn)(es. ATTHI Post Aueuunt Revlow Unit, Dopt. l80601. Illlrrlsburg, IIA I11ZII.0601 Phone (117) 181-6!i0!i. Sill plIge 3 of the booklet "Instruction. for Inherltnnce fnx Roturn for a Rllldlllt Oludent" (REV-)!iOll for no ollplnMtlon of adlllnlstrnt!veh correctnble orran, DISCOUNT I If any tnx duo Is J'lald within throe ell colondnr IIonths tlftllr the dGudent', dOllth, a flv, percpnt (!i;:) dJtcount of tho tax Pllld Is allowod. INTEREST I Inhrelt is chllrged hegll1nlllg with first dllY of delinquency, or nino (lll flonth5 IInd Clno (Il dllV froll tho date of dlllth, to thl dnto of pAYillent. lnllo' which becn.. dellnquont boforll JllnuAry I. 1982 bellr lntnrost Ilt the rllte of she (6;:) percent per nnnu" cnlcullltod <'It II dnlly rate of ,C00164. All tnllos which boclI"e dollnquent on IInd lifter Jllnullry I. 198Z will bRar Interest At II rate which will vllry froe clllendor YOllr to c/llnndllr YOllr with thnt rate announced by tho PA OeJlartllQnt of Rllvenue. The IIppllcnblo Interest rlltll for 198? thrculJh Ill9!i life I ~ Intorllt Rnt. "nlh Inlorest foctor Vonr Interut Rllto Dally Int.rllt fnctor 19./ 20% .1I00!i48 1981 4)% .OOOl41 19.3 16% .000438 !988-1c;l91 11% ,000301 19114 11% .000301 199, 9% .0OOi'II? )11115 13% .000356 )91)3.1994 1% ,00019, 19116 10% .000Z14 1995 q% .000241 ""Inter.. t Is c"lcul"tQd " followlI INTEREST = BALANCE or TAX UNPAID X NUHBER or DAYS DELIIIQUENT X DAILY INTEREST rACTOR ..Anv Nollte luuod nfter tho tllll bRCO"'" cllllnquent wltl reflect nn Inhrolt ctllculntlnn to flftoon (l!il day. bllvond the dnto of tho "....uont. If pnYllont It ""dll nftor the 1"lorost oOlllputntlon date shown on the Nntlce, addltlon,,1 Intere.t IIlU.t be cAiculnted, I, :.,Ii. II.. dO (")C' r. ;. . " i :\1 " I,l\',: , I, 'I (;',1 ) C:; I ':'-1' eI .' ~ I ~ " \.', .1 I r ",J ,', " ~~ ' m ! ili ~~ ~p .i II ,~ s " !~~ ~ ~ ~ ~.. ~' ~~i~ 1~llil ~~~u ~ .~ o . ~Q~'1d~ ~ffi ~ ./j .: q~ Q ~ ~ ~ ~ ~ i~ Q Vl 0 ~ 2 ~' g 0 ~ I " . I' , , I , ,,' . I. ' (', ," I, .,," " " " I' ,. , " " I ' " I ' , :_ i ," '.'I,r " : . .I. IWli,[j,\, " :, :\ ,,' " ,'i, , Exhlblt'A " , " " i. " " " '" 'H"Ulftl011IlJI",ftl 1..IlI/l~IO 111" "II:"IUI 0 , .1: " , , " .. 11 ' , ' ", ,,' ,\ ", ' I', ,," " " iI,,; I' ,1" f'; "i,i!, , , ',f , , '" (I'd' , " " " , ! , . " I'.' " , , 1 " " " ,il ", !. 1'1 i " " I' " " " , I, " " " , 'I'! " " " " " " , ;:' ," " I,i, ',. " j': ,. , " " " , I " , , , , " ~ " "J i1i\ , " "j ,. ,'II' 'i. " ' I, ", " , ,,' "'I , ,~ 'I, ,I' '" i.'I; ." " " "; ".i ", 'i, " I. , " " " Ii " , , " i, , " ,. " " ", " , , 1 , , , \' i' , 1\' ,,, i' ,'. , " " " ,. " i'l. .' , l,j, ,. ", " " p " , {' " II 1.1 (;, '{,I i'j " I! ,,, "/"1,' " ,I' I! '-, .' " " , i' ,_;'1 II .' ;> " " " j'lI ;1 " , if 't" f' " " .L/" l.t. " i'\-' 'I "', ",.il It' I" i_i' 'I, 1 I' " , ':,' i' n ',Ii H; lj:i " 'Ii (: " " " , ill ,. ;',',il, II" .' " , " !' I, ,,'.Ii!l I, , " Ii , j! ';; I' ,. " , \'1 " " , ' '1', ,. ,,' " " ! ',j . , i,' " " " ", I': " " (I- , ,'I"" .'l~""" '1-""" _......-...__..~_.__.._..... ...._~. ""..,.....' ".', . B, As mu~h of th~ prin~ipaJ oi this Trust as my Trust~~. in its sol~ and absolut~ discr~tion, may from time to tim~ thinK advisabl~ for th~ suPPOrt of my son to maintain him In th~ station of life to which he is accustomed at the tlm~ of my d~ath after taking into consideration his oth~r readily availabl~ assets and sources of in~om~ shall either be paid to him or else applied dlr~ctly for his benetit by Trustee. C. Trustee may apply the net income of this Trust in support of my son, DAVID I. FALK, should he be by reason of age, illness or any other cause, In the opinion of the Trustee, in~apal)le uf disbursing it. D. Two (2) years following the date of my death. I dire~t that the Trustee shall distribute to my son, DAVID I. FALK, one.half (1/2) of the then remaining principal balance of the Trust, provided my son is then living. Five (5) years from the date of my death, I direct that the Trustee distribute the balance of the principal of the Trust. together with any accumulated or undistributed income, to my son, DAVID I. FALK, outright, provided he is then living, at whkh time this Trust shall t~r;ninat~ unl~ss previously t~rmjnated, E. Should my son, DA VID I. FALK, die prior to the tinal distribution then I direct that this Trust shall terminate and the then remaining principal tog~ther with any accumulated or undistributed income shall b~ distribul~d, absolut~ly, to my daughw.in.law. HELE~ 1>(, FALK, F. I further direct that if the principal amount of the Trust is less than Twenty Thousand (520,000.00) Dollars at any time during the term of the Trust that the Trume shall have the right. in its sole and absolute discretion. to terminate th~ Trust and distribute to my son, DAVID I. F ALK, the th~n remaining principal balanc~ together with any accumulated or undistributed income, Q, Further, 1 direct that in the event that my son. DAVID I. FALK, and my daughter-in- lal\, HELE~ M. FALK, shall die prll'll\1 th~ dat~ of the tinal distribution of th~ Trust .2. , ~ ' !ll'II~IIUllll'lif'JL1(O 1'~IIIOl'J l(lll ~le!CtlD.@ .- I,'. " I I , , I 'i , , , " , , !' , , " ", " " , , Ii , , " " , I' "j' ,I' ,1'. " ,,' Pi, 'Id, " ','j"' " , I,',; ,I ',"j. ,/l-'; I' " ," 10" I," Ii; ',',',1\ '" "', I""" ;'1' 1'- , ~ , " " , " " '1, ".1 ,\ " , , " " ,; ,\:', ',', I" "I I' ,/ " .,j' " .'! II ''I' I I I" " 'I' I' , " j' ,oj' I' ''I. d~ "., ", I', I' " i, i"", " " .1' I 'Ii " Iii ,;i,. iL, " ,. " , I' ,\ "j 1" j ,,' ,I" ,I' ", "I' " ,''> J><l d', . ,,\., ". "'I' ;~ : 'j, 'j,', /i Ij_ 'I, ,,' ,1'11' " ," I (,', ",,, , " " " j' '-'I' , 41' , Ii '_11,' , " '11 " , t; " " t.,,' " ", ,. ;[, " 'i" Ii ;,if I;" " , , " " ,; " " f', I' " I" ,I', " exhibit 0 " '!, " I' I' . AII,'.II "'\ol.'l',ff\l'('I.l.I":l,fJU\I"" r'~',1 nUfl/("I'.I,t/I""" l,rJoj '. " , " " , ,'j, " .,', " ,. , ,'.1. ,J . i, , I, I'; \" " ',J" "," 1 '. \, " " . t. I. ., , . I' " 'I " " 'I " . , " " ,,' ,.. ,II!" " " .,' i., , '. IU, I,:" ~ ,. ,. " .' " 1'1' , " .' ,. " "j.\ " .' I. , " " ,,' p, "" , " " ", .' .'(li, ., " di~' , . 'I, IJ" . , !/ , ,i'l, " ,!,Ii, " '.II, , " .,. t.I' .' ,. , ," ;" " ,',;,; " '" " ., " I, L;o' ' ,:1 Ii" ,. 11'/' " " 'i'l " ,1" I ,I' ';,. ,. " ,.1' .' ", " 'I , ' " 1,.- " " , ,\ :1.,1 I' " '" .' " . /)'.'1 " h ,,, " 'I; I'" .' " , 'I' " " 'p ,I 'j':ir;', r' ','1 . " " " ';"1 " " ..,,',}: ("1, ,. " p.je "," " " " 'I " " '. ". "', " " ".', " ,. ." 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L, : ill. ;.~ dcj , " I.. i , , ~~ " , . !15 I '1 ,. \' " .) ~ ~ ~ J; '/1 g- r: .: c: ~ ~ gOlp:ll! J . I '~ ~ ~ ~ i ,1':(.1 i i~~ ~ 0 ~ ! . . tmh I e ~ t; !l ~ ~ I ~ e~~jK> ~ ~ , 0 ! I ~ ',\ ~ J " ~g ~l u Cl ~ ;1" ~ ! i' ~ ~ I 'l ~ oj .: ,. I .- ~ ~ ~ ~ 0 I, " ~ . I ~ ;' " j - . .. t.. . ~ ' 9 >< (;", -: . " ~ ~ " 1'. AI ~~ ; .b ~ ;- '~ 0 ~~es -. I. :J ~', " ;; , \, . . " " ,j , .li" ' , " f Cl ~ .~. ~J ,:... (lJ io ..l, !Q:l~liuC8 _'8 '8 55<( , 'I, , I ,," ; ". , , .-.' 1 '; , " "I, " ,,\ ' .',';:1) I ' , ", "; , ' " ." , " " I' ", .... '. " to" .. ,," , ....., , , ",' PI " .',' " " , . ~~ f: I'" I' , " . '., I' c.:.' I ..... CJ(/l , (1'\ ~~.~ ,','\',.:" l- t) < (~I ,,'-. \ ,\") ;", 'i; '~!j , , !\";' ~c.~' ~1 01 ':'l i~ ~~ :~O. c. \ i . . !"'l ,'j, . I " ;, ... N. . ~' i:t! :~ , iJ ," , ~:~ ' , i~1 -',.n da ,. , 'i, , " " , . ~ . ~ ~ l! n'l ! ~ ~ ~ .. t', ~ ~ ~ ~i~ .~ , f Jl)1 Eo< I ~ . , e ~ ~ ~ ~u ~ .~ ~, .~ inhl ~g~~~~ ~ ~ !f . ~o . ~ :I: ! ~~ I ~ ~' ~ ~ 0 ; \!~~~ri ~ . tll11j oqo , ~ ~j ~ . '" ~ 0 I~ II I!'~ >< ~ ;. ~ .. 'I 61 I r fit. Ii ~~V(Ti.~ro "" Ae '~1I1"1'~ UOllnqlllllP j~ "n ''''~Ol PIIOdOld. ~IIM IOUlPIOOOI UI PIIIOlp uOllnqlllllP PUt A"lnl~ I*WIlIlOO IUnooo~ !i bb f' '" r: . y " - - 'I , I- I, I) .. ........ 1 ,~ . " '1', ',' , . . " " .01 C' . . . '. .' BtHIARy OF l\L'COONl' . Page PROOIPAL ' , Receipts 3 $ 102,034.95. No Gain or J~ss on Conversions 4 " -0- Adjusted Balance 102,034.95 Less Disburserrents 4,5,6 27 ,841.64 Balance hefore Distributions 74,193.31 Distributions to Beneficiary , Ii 20,244.75 Principal Balance Renaininq $53,948.56 ItnME Receipts ,7 $ 562.00 Less Disburserrents 7 25.00 Inoale Balance RenBining 537.00 CCMBINI!D B!\Ll\N;:E RDIl\INOO * .$54,485.56 *Combined Balance remaining consists of cash. ". p -2- Disbur8el1llnts of Principal Maintenance/Sale of Real Estate 640 Rupley Road, Worrnleysburg 7/14 7/22 7/22 7/22 7/22 7/22 7/22 7/22 7/22 8/11 B/ll 8/11 8/lJ. 8/11 8/26 8/26 9/13 9/13 9/20 10/7 10/7 10/7 10/7 10/20 10/20 10/31 10/31 10/25 10/31 10/31 10/31 11/15 11/15 1995 1/3 Erie Insurance Group - 11orreowner I s Policy Montour OU Service - oll delivery Sl\Il1T'Ons C0Il111unications - final charges . Pennsylvania Panoer & I,ight Co. - electric service (4/20-5/17) & (5/17-6/17) Bell Atlant:ic - June and Jllly tele~lone charges PA Arrerican Water Co. - water service (4/25-5/24) & 5/24 - 6/23) AT&T - equipment rental - 6/10-9/10 Borough of Wormleysburg - Sewer/refllse lIarris Savings Bank - charge for Estate checks Bell Atlantic - telephone charges - 7/20-B/9 Pennsylvania Panoer & Light - e1ect:ric service PA Arrerican Water Co. - water service - 6/23-7/22 II1rorigo Pallotta - lawn ll'CMing - 5 times fl $17.00 Dennis P. Freistak, Tax Co1lect:or - County/Borough real estat:e taxes Bell Atlantic - t:elephone charges Pennsylvania Power & l,ight - electric service Montour oil Service - oil delivery PA Water Co. - water service - 7/22-8/25 AT&T - equipment: rental - 9/10-12/10 Pennsylvania Power & 1.J.ght - service - 8/16-9/16 Bell Atlant:ic - service 9/10-10/9 PA American Water Co. - water service - B/25-9/27 Borough of Wormleysburg - sewer/refuse Dennis P. Freistak, Tax Col1e~tor - West Shore School Dist:rict real estate taxes Amerigo Pallot:t:a - lawn ll'CMing - 5 times @ $17.00 Bell Atlantic - telephone service Pennsylvania Power & Light - service 9/16-10/18 Harris Savings Bank - service charge - Estate account Recorder of Deeds .. transfer tax - sale of real estate Bower's Pest: Control - pest inspection Kenneth Onst:ott - seller's credit to buyer toward a portion of buyer's closing costs. FA-American Water Co. - final water service charges Pennsylvania Power & Light - final electric service charges The Patriot-News Co. - decedent's account ~1lance -5- 142.00 102.91 6.71 30.16 25.27 17.64 57.07 106.00 9.17 10.49 16.80 9.71 85.00 420.92 11.11 9.81 67.93 8.39 21. 09 7.71 10.49 9.13 106.00 1,144.60 85.00 10.59 5.23 10.00 950.00 35.00 . 1,500.00 8.76 7.44 5.70 ~ 1,.// STATUS REPORT UNDER RULE 6,12 on C ;1, :) . \0 III -"J:JJ , (,) , r' "" ~i":; -< Name of Decedentl MARY E. MILLER ~...:.- Date of Deathl May_ 7, 1994 .- \~ 'J Will No. q~. 0543 -u: ,.. ;.\. \ 11 --~-- Admin. No. 1" ,', ..,' PurSllant to Rille 6.12 of t:he Sllpreme COllrt Orphans' COllrt Rules, I report Lhe following with respBet ,to completion of lite admlnls tra Liun 0 f the above-capt.!oned eRta t.e 1 I, State whether administration 01 Lhe estate Is vompleLol Yes X No ---_.. _._~_.- 2, If the lInswar is No, stHt:e whBn t.he porsnnRi repreflentatlve reasonabl y believeR thll t the admlnlstra tlon will be completel J. If the answer to No.1 is Yes, state the followingl a, Did the personal representative file a final account with the Court?yes_L- No b. Tho separate Orph~nH' C~llrt: No. ('if any) for the personal representative's account iSI c. Old t.he personal represHntatlve state an account informally to the parties in Inter-ost? Yos__ No d. Copios of receipts, rele~ses, joinders and approvals of formal Dr Inform~l account.s may be filed with the ::::, 0';;: ? (;::~". Coo" ..,d m.y ~ ""~~~~X~po", . iatli're~= ,lerry R. Duf fie Name (Please-tYI,e or print) Johnson, Duffie, Stewart & Weidner 301 Market St., P. O. Ilox 109 ii'ddi:eiss' l.e~yne ;-'PA 17043-0109 LJlJJ _h'?~~'::'~'~_~'_'__ 'l'oJ. No. CtllJlldL\'1 __Personal RepL'esent:atlve (MAUlrm1/AMJ) X __Counsel for personal rept-esenta t I ve IIW-27 , "';'. ,,, " I' ~ \,-, " " ': I' " -' " .q' I" " ',' - II, ,i 'I'i, ce ',I. " ," " I: .. I' :E r.:! I, " ~ 0 q " In IHl " , " " Hll: r-- " .~ I'.<<t:l co, , 1'.<<0 '1'1 , OU~M tIl >t ,~ " " 'I .. ~ E-<t:l.-l j'f " Z 010 Ht:ltllr-- If 0 ~O .-I Ur.:! " I'.<< tIllCIi II. OQ::lPl 'ti 'll: ~ ~ fj d ~ ll:tIl t:lH '~~8~ a: '" [:JU.-IU ,,\ "/1 , , - \-, " LL ,. , If ,.. ;,'.' i,' " " ,''i " " , , ij , " " '" " I ~. ,. " " j;, " ,I' " , -e .'\, " ,,\ '(" "..1 'If " ';:) !:l "., l'f. I" <~ , I' >,\ , I,;) " 1'-1 '\ , .' " '6 (II ':\'.') /'il ~'--', 'I:: ", '" '~l , ',' .. " ;, 'r I ,. i " " \" " " -I,' r, ., " I,"~ , , ,,' I' " ,'!' ,l,j '.\ Ii 1..1 i,J , , " " ~ " h, " 1.' II ctl .. .' ~~18j " I " ,I' , ;',t , , " " I-, ., mhH ;,' ",. 'I. " I', , ,II' I' I'i, hq " /"- ;.1 " , " '" " , 'I , " " l L, " " ~ ~ " "I' " , " I " I.. " " " .,