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PETITION .'OR PROBATE and GRANT 01' I,ETTEnS
No, _c:l /::._flJ:=_.50'f
To:
Estate of RIchard E. Lloyd
also known as, l1i r k 1 1 ()yrl
Register of W(lIs fpr th~
Deceased, County uf ..S~l!~~~~~~(!_ In the
Social Security No. 188 -12 - 54'31 Commonwealth uf Pennsylvania
The petition of the undersigned respeclfully represents that:
Your petltloner(s), who Islare 18 years of ~~e nl older an the exeCUI (W
In the last will of the a~y~ decedent, dated un c
and codlcll(s) dated I ._.,
_.____I~~ed
, 19_
(SIBle releyant clrCllffi51anCCS, c.g. rtl1unclalion, dCilth or c::~cculor I CIC.)
Decedent was domidlcd nI death in Cumber la nd ____ Counly, Pennsylvania, with
Ii I s last family or principal residence at --.12 2 6.Jffi.l nut Bo t tom R 0 n d .
SOllth ~liddl ",ton .T()wn~hi p
IIiRt f1tretll, numbor, 'I'wf'. ur Born.l
Decl~et, then _~_ )'eurs of age, died _7 June .,19 94
at homw) 1226 IJalallt Bottom Ho!llL_,. .
Except as follows, decedel1l did not marry, was not divorced !lnd did nOI have a child born or adopted
after execution of the will offered for probate; was not the victim of a k 'Iling and was never adjudicated
Incompetent: .____
Decedent al death owned rroreny with estimated valucs 11\ follows:
(If domiciled In Pa.) All personal properlY
(If nol domiciled In Pa.) Personal properlY lu Pennsylvania
(If not domiciled In Pa.) Personal properlY in County
Value of real est ale In PelJ.ns~lvanla
situated as foilows: U2b \Jalnut BotLom Road
Sou t h fli dd 1 C1Q1L1JLwnsl~____________
r.llmhp.rl,qnrl ('nllnty, Ph
WHEREFORE, petltloner(s) respectfully f.equest(s) the probate of the last will and eodlcll(s)
presented herewith and the grant oflellers es tamentat"y .
(testamentary; administration c.I,a.; administration d,b.fl,c.l.a.)
$ under $12.000
$....._-------,---
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649 HIllcrest DrIve, Carlisle PA
1700
OA TH 01' PERSONAL REPRESENTATIVE
COMMONWEALTH OJ. PENNSYLVANIA } !:IS
COUNTY OF Cumberland
The petltloner(,) aliovc.named swear(s) or affirm(s) Ihallhe stalements in the furcgolng petition are
true and correCl to Ihe besl of the knowledge and belief of Ilctltloner(0 al1lllhat as personal represen"
tatlve~) of the above dec,dcnl pClitloner(~ will wcll,an'!..t~uIY admlnist~r.the, est!lte Rccordlng to law,
Sworn to or arrlrmed. and subscribed { . . \. . 1.__. "\ :iC\\.FR. ' !'l
before me thls . :{i/l/J day of \. oii'
'. , i<J'N /' ,i I ~
n'r,') I', 1Y\!77'T 1"'~1/rl/, ~
MARY C. LEWIS Rf/llster : / // . ~
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CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Name of Decedent I Richard E. Lloyd
Date of Deathl June 7, 1994
Will No. 21-94-564
Admin, No.
To the Registerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on' or mailed to
the following benef iciar ies of the above-captioned Elstate on
July 5, 1994 I
Name Address
Barry L. Lloyd 649 HUlcrest Drive CarUsl(', PA 17013
Terry c:.Lloyd 138 \Vest Church Ave CarlIsle, PA 17013
RobIn Lloyd 131 lies t South St CarUsle, PA 17013
Tammy Sollenberger 418 North East St Carllsle, PA 17013
Angie Sennett 27 Rays Drive Newvi lle, PA 17241
DavId Lloyd 649 HIllcrest Drive CarUsle, PA 17013
NDtice has now been given to all persons entitled thereto under
Rule 5.6(a) except ~/A
Datel July 5, 1994
'-4:z,... ~ ~ , -' Yf ~"'ArrJ
Signature
Name PatrIcIa R. Brown
Address 4 E, Liberty Avenue
Carlisle, PA 17013
Telephone(71~ 243-7922
capacity I
Personal Representative
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Counsel for personal
representative
I.'..
l';()
COMMONWIALTH OF FINNSYLVANIA l
COUNTY OF CUMIIRLAND J
"I
_______.______'_~_aEI:}I,_L~l~Y9_ ,.... _____________
beln; duly slwrn__. _.______ accordln9 to law, doposes and says that he _,is the
Exe:-_u~~..:______._._.____. ___._,_ of tho Estate of RIchard E. Lloyd
late of _.__ J~26. Wa 1 nu t Bo t tOrn. RoacL. h_ .___ __._, Cumberland County, Pe" deoeesed end that the
within Is an Inventory mado by ,JlJU'J:',)'__LLLLo,y.d._____,____ __'___, tho said Executor
of the onllre estate of said decedent, conslstln9 of all the personel prop.rty and real estate, &Koept reel eltate outside
the Commonweelth of Pennsylvania, and that the flguros opposile each Item of the Inventory reprasent ii's felr v.lue
es of the date of decedont's death,
~I}.f&,'l/\I.. --10 and subscribed before me,
~l,"1- 02,)ll(\ I9'7L
'___ ,~'KljJJ ~Yll 00- ,I
NOTARIAL SEAL
D€NISE SNIDER, N01ARY PUBLIC
CARLISLE BORO, CUMBERLAND COUNlY
MY COMMISSION EXPIRES OCT, 28, IDDG
Member, Pennlllmla Amelltiln It Notaries
Date of Death _________________
D.y
m___~!:E_ry L. Lloyd
e..culo, . Admlnht,.t.,
649 Hillcrest Drive
_____Cerlisle, PA 17013
Add,..,
June
Month
1994
v..,
INSTRUCTIONS
I, An Inventory must be flied within three months after appointment of personal representative.
2. A supplement Inventory must be flied within thirty days of discovery of eddltlonellllets.
3. Addlllonalshoets may be attaohed as to personalty or realty
4. See Artlole IV, Flduolarles Act of 1949,
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AEV.1500 EX. 111.9,1
COMMOUW(AIHI Of PENNSYLVANIA
DEPARTMENT Of REVENUE
DEn 280601
_ ..___. u< tlAA~!~~~~Q,._~~_ 17!29.0601
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.0. DATUO.DIATH A"I.12/31/91 CHICK HIR
II A I,OUIAL .
,OVUTY CUDIT II CLAIMID [J
iiii-N"U-M.....-------------
21 94 564
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
YEAR
MI
"A
COUNTY CODE
'oicf-D!N"~ ~OMPlfTf-A-OOR.fSS
122& Walnut Bottom
CarUsle, PA 17013
Road
Lloyd, Richard E.
OCiAnrCUmTflUMlTR-~OAlI 0' OEATH ~1"fH
188-12-5431 I &-7-94 I 6-20-23
- ----
fill 1. Original Rolurn [J 2, Supplomonlal Rolurn
[] 4, lImllod E.lalo [] 40, Fuluro InlolOll Compramho
(lor dol.. 01 doolh altor 12,12.82)
rn 6, Docodonl Dlod TOIlalo [] 7, Docodonl Molnlalnod a Living Tru'l
IAilach copy of Will) . IAllach copy of Tru.11
ALl. co'RiESPO-,iDENCE AND CONPIDENTIAL TAXiNfORMATlON' SHOULDBil-DIRECTEDTO,
NAME - OM IE EM"IUNO ADORE!!
t;,
c,~.~~umberland
[J 3, Romalndor Rolurn
(lor dol.. 01 doalh prior 10 12.13.6:
[] 5, Fodoral E.lalo Tax
Rolurn Roqulrod
2... 8, Talal Nambor 01 Safo Dopa.i1 Box.
PatrIcIa R. Brown, EsquIre
TITffiloFifNifMlER
4 East LIberty Avenue
CarlIsle, PA 17013
1. Roal E'lalolSchodulo AI (1) 92.577.35
o
2, Slack! and Bnnd. ISchodulo B) ( 21 ------------ ..
o
3, Clotoly Hold SlacklPa,lno"hlp Inl.,..1 (Schodulo q I 3) ____ ,
A, MarlgagOl and NolOl Roeolvablo 15r.hodulo 01 ( A) ___.2....__,__
5, Co.h, Bank Dopo.I" & MI"ollanoou. Po "anal Proporly( 5) ~4 5.36
(Schodulo EI
6, Jalnlly Ownod Proporly (Schodulo F) ( 61 _.lQ.L~7 5 .2!__
7, Tran.lor. ISchodulo GI (Schodulo II ( 71 ,,,,,9 - ,,-",,- ..-
8, T 0101 Gron AIIOI. IlolalllnOl 1.71
9, Funoral EXpO"OI, Admlni.lrallvo Ca.I., MI"ollanoou. ( 91 ,2,J..!.1 . 28,__._
Exponto. (Schodulo H)
10, Dob", MorlgagoLlabillliOl, lion. (Schoduloll (10) _._l,30&. 89
11. Talal DoduClla.. (IalalllnOl 9 & 10)
12, Nol Valuo of Ellolo (IIn. 8 mlnu.llno 11)
13, Charllablo and Govornmonlal BoquOl" (Schodulo J)
lA, Nol Valuo Suboclla Tax I"no 12 mlnu.llno 131
15, Amounl 01 lino 14 laxablo 016% ralo
(Includo valuOl Irom Schodulo K or Schodulo M,I
16, Amaunl 01 IIno 14 laxabl. 01 15% ralo
I'ncludo valuOl from Schodulo K or Schodulo M,)
17, Principal lax duolAdd lax from Ilno 15 and Irom 11'016,)
18, Crodi" Spou.al Pavorly Crodll Prior Paymonl' DI'caunl InlorOlI
____.__ + 580.L_ L~~:l~~~ ------..-
19, If Ii no lB I. groalor Ihan IIn. 17, onlor Iho dilloronco an IIno 19, Thh l'lho OVERPAYMENT,
Ii.1 [J
20, If Ilno 17 It groalor than IIno 18, onlO' Iho dllloronco an IIno 20, Thl.I. Ih. TAX DUE. 120) --_____ltL-R.2.-,_,_,
A, Enlor Iho InlorOlI on Iho balMco duo an IIno 20A, 120AI _'_ _0' I '''1' .::.i~_
B, Enlor Ihololal 01 IIno 20 and 20A an IIno ~OB, Thh h Iho BALANCE DUE, (20BI_ _"j,Q__Q_ ,_J"f.,___",_,
__,~_ako_.c~lCk_Payabl. tal Rogl.tor 0' Willi, ~@onl",,, ,,,n "". "",,,__ _ ,,_.._,,"_h___
-----.....-.-.-..-88 SURE TO ANSWER ALL QUis"TioNSON -REVERSE- SII:lEAND-TO-RECHEC,,"MATH..
Und~~pe-n~liel orporiu;y~.-id;(l~ro Iha! I have exomined lhh '~Iurn, including accompanying Ith;d~e~a~Zi~,,~j;"m-o-;."':..;-(fi-;th;-b~'1 01 my knowledge and b";iio
It II true, correcl and template. I declare thai all real 11101. has been reporled allru. markel valulI. Declaration of preparer other than the penonal repr..,nlali"e
baled on all Informalion of which preparer hal any knowledge,
!IONiJURE Of PIR!ON R!!PON!IIIE fOR filiNG RETURN AOORE!!' DATE
717 )
243-7922
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(121 _.1.Q?_ ,.!!8_0_~}~..._.,,"_.
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(131 _.____________._
(141_~02,880.7,,5 _
(15)10fJU19'.25 __x ,060 _.._~72. 82
(161
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(171 ___
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(18) _.._~-108.~_u__
119) __. ,_____u._.________,__
Chock hInD if you uro '(lqu~stinn n f~funcl of your ovorpnymont.
AODR!!!
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DATE
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!'iofjA lUi"(OIPREPAHf 6T,,!R -tiiANUPi"!SEN"t;i;tiV!
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SCHEDULE F
JOINTLY.OWNED PROPERTY
Join! !..ont(lll
LLOYD, RICHARD E.
.___ NAME
~ Barry L. Lloyd
B,
c,
Jolntly.owned property,
ADD.ESS --=.=
&49 Hillcrest Drive
Carlisle, PA 17013
PIU NUMBIR
21-94'5&4,
RUATIONSHIP TO DICIDINT
Son
ITEM LlnlR DATE
NUMB.! FOR MADE DISCRIPTION OP PROPIRTY TOTAL VALUE DICD'S DOLLAR VALUI OF
JOINT OF Asm % INT. DICEDENT'S INTEREST
TENANT JOINT
.
1. A 4/92 DAFCU (Credit Union) 17,983.21 50% 8,992.&1
#&82&8-05 (Super Share
Account)
2. A 4/92 DAFCU (Credit Union) 2,77&.20 50% 1,383.10
#&82&9-00 (Re~ular
Share Account
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TOTAL IAI.o onlor on IIno 6, Rocopltulatlon) S 10,375.71
III more 'paco I. no.dod In.orl odd/llonal ,hoo" 0' .ame ,'.o}
.iV.1l13... 'U'171
'*'
COMMONW'AlTH 0' 'tNNmVM~I'"
INHUITANCI 'AX IIfUIN
.,IIDIN'OICIDIN'
SCHEDULE J I
BENEFICIARIE~
PILE NUMBIR
21-94-564
ESTATE OF
LLOYD, RICHARD E.
ITEM
NUMBER
NAME AND ADDR~SS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A, Ta.ablo BoquOIl1I I
1. Angie Sennett Grand- 1,000.00
27 Rays Drive, Newville, PA 17241 Daughter
2. David Lloyd Grandson 1,000.00
649 Hillcrest DrIve, earUsle, PA 17013
3. Robin Lloyd Grandson 1,000.00 plus
131 W. South Street, CarUsle, PA 17013 50% of 1/3 of
Estate
4. Tammy Sollenberger Grand- 1,000.00 plus
418 N. East Street, 'CarUsle, PA 17013 Daughter 50% of 1/3 of
. Estate
5. Terry E. Lloyd I Son 1/3 of Estate
138 W. Church Avenue, Carlisle, PA 17013
6. Barry L. Lloyd Son 1/3 of Estate
649 Hillcrest Drive, CarlIsle, PA 17013
ITlM
NUMBER
NAME AND ADDRESS OP BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B, Charltablo and Gouornmonlal Boquo""
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAha onlor an IIno 13, Recapitulation) S
(If more 'poco I. noodod, In..,' additional .hoo'. of .omo "11)
I, RICHARD E. LLOYD, of South Middleton,Townflhip, c6inber1and:...
, ' .
County, Pennsy1vdnia, being of sound mind, memory and understanding,
do make, publish and declare this as and for my Last W1~1 and
at any time heretofore made.
former Wills by me "
, '" ,,:,' ',,/.'(.
.'l ,,' 'I. .I,/I..t'i;l,llj'(l.
:' " :;'.~ :', :f~:.. '":,.',.'",, ,.
Testament, hereby revoking and makins void all
FIRST.
1 direct all my just debts and
.( ',' " ", ,.~: :.:' .' ';
funeral expen~es be '
.1."
.
. '
"
", ' '.' "
fully pal.d and satisfied out of my estate by my personalr.pte'santa- ,
. ,_,l.t,' ,
tive hereinafter named as soon as conveniently may le after my'decease.
':\~~-l"';:'" . ,,,,:': . ~:..,.,~ " I,'", ",'
SECOND. 1 give, devise IInd bequeath all of my estate", real-..:and ' , .::..., ,
',' I' I ~ " . \. , ' ',., ,
. . ," ,
. . , .,. '
personal, to my wife, Dorothy M. Lloyd, if Hving,otherW1'~.easfol1owli..:
. ~ . ; , :..; "" ,': .' -' ,'~.." " ';'
a. The sum of one thousand ($1,000.00) dollars t'o';:~ch,~~/.~,: ::';~:':"\'
. ~l";:'! ',~,\,,;:~,v,~..~>I:. l 't':.:. . <.
. . ", ~ .' ., ,
grandchildren that are living at the time of my dea~h. " ,"" t . I") ~~
. , \ -t....... ~".., ".' "0,1:
b. The balance thereof to my chfidren in equal sh8tes or their
. i' 1 I' " / /...\..f,,;.., t' "'1. ',,'~.r\J' ,;.. ;,4
. ." \:, ..f---" .' .
issue. .', , '.., "" '\I"'"'''' " '~::''':
" ,,:;'~. ..~.< "~'~~':,:.'. !"':q""
. I ".;',. ..."., t",,.. !'f'" .~\' ~/ /,".
LASTLY, I nominate, constitute and; ap~oint my 8a~4 ,~g!1tiDa.~othYI, "\'
. . ;', .." t' ," ~,.., .,;'" '" . . -, ' "
"". "'I '1"':' -'.
M. Lloyd, Executrix, if living, otherwise my son, Barry L. 'Lloyd.,....,
'''':'' ",,. :', '~ . ~ , .
Executor, of this my Last Will and Testament, and I direct'th8t'Henry
'.. ' .'
L. Stuart, Esquire, be employed as the Attorney in the s~ttiem~nt"of.:.,' '; .
, ..' . ",' ,'~"".I .
. " ,..." 1,." '.(, ~ ' .
my estate due to his familiarity with my affairs and business.' " , ,
,. " . ' '. " . ,:.~ ' ,
" ,~,.
IN WITNESS WHER 1 have hereunto set my hand and seal," "
. ' "
this '')-'/- day of , 1978. ,,'
, ~ I j J t;J --d:~:~,"; ',:';',:":'<"EA' 'i
( .J~'t ~I.' c...~, :.':'...:': '",1;8 L,
,.' f'... ,,', ,
Signed, sealed, published and declared by the' above named' "
Testator, Richard E. Lloyd, as and for his Last Will ahd Testament, ,"
in the presence of us, who, at his reques7ea d \n his pi:.. sence, ,and
in the presence of each other, have hereun sublcrib d' 'our nallies
as witnesses thereto. ,. .
'I" ' .
'.:.:.'; ,::.":::.\:'
';i~~ (", d~dL>,'"
, ,I'
~.~~ttl.,-nt Stltloent u.s. ~_t of Housing ,'- A"o.
111l\11i-';IlI~A Tm r, .J) and Ur OOwllll-.nt OH" No.
R. Typo 01 Loon
6, FI~" N~T~' 7. Loan NUlIlbtr 8. Hortgagl Insuranc. Ces. Number
Co'wlnt lonal 9 .1421 9 09.18.08009
C. Hotl' I~!! form I. fllrn1011.o to glvI YOll a .tatl..nt 0 ftCtllal "ltl....nl coot., ~mount. paid to an~hy ~ha
~ettl(llM'nt ,.~"'nt Arft ..hmm. Itfl/'II'\ "",rked "(r,o,c,)" werf! pit d outs de ttllt closlrl0: they I'lrt shown her. for
Inform", jon", nurpO'lf9' "nd Itre nnt Included in the totals.
0, NI.. a,~~. ~~~ra.. of 80rrowor e. Ila.. and,~~dre" ~1 S!!!~r F. lIa.. an~^doro.. 01 Le~d"
SOllEIIAERGER, II I, Lawrence l, l OVO Richard E, ESI~IE) PIIC Hort~agl Corp. 01 ^morlea
SOllEIIBERGER, Iftmmy Jo e70 l(OVO, nerry (E,aeutor) 1001 Our am ~vanuI
South ~lalnll.ld, NJ 07080
G, proPOrtr Loeltlon II. Sattl"..nt ~9.nt
1nt \Ie nut Byttofll Rmld PltU c I" R, row", Esquir.
Car I.la, P~ 7013
Te' Perea I 1.0, N 40,23,0604,002 PI~CO 0', SIlt l.mont I" Sllt~~mont Date
CarlIsle, Pe"n!ytvfllde Hey ,1995
..:.:_S.....ry of Borr~r'B Tr8full'Ictton ~.S~ry 01 Slll.r'l Tr""taCtlon
100. Gro.. AIount Duo Fr.. RorrO\lllr 400. Grotl ~oount Duo To S.llor --
I
l 101. Contr8ct salGll price 93,000,00 401. Contract ..1.. prle. 93,000,00
I 102. Person!ll Proptrty 402. Personal property
1036 S.t t l...nt ch8rge~ to borrower (lint' 3,790,91 403,
40 )
104. 404,
105, 405,
.
Adj",toent. lor It"' peld by ..ller In advance ~dlu.toent. lor It... peld by ..ll.r In advonel
106. City/town texIS to 406, C I tyltown t.... to
107. County t.... 515195 to 1/1196 128,1B 407, County toxe. 515195 to 1/1196 12B.1B
-
108. ASSISSIIIII,ts to 40B. Assessments to
109. SChool'"'.. 515195 to 711195 1/,5,11 409, School hxn 515195 to 7/1195 145,11
110. 410,
111. 411.
-
112, 412,
120. Gr015 ~1OI"'t Duo FrlJOl Anrr....r 97,064,20 420. Gros. Qaunt Ouo to S.ll.r 93,2B.29
200. Aoount. P.ld By or In IIohell Of Aorrower 500. Reductfon. In ~t Duo to Seller --
201. Deposit or earnest money 501. Exe... d.po.It (... In.truetlon.)
202, Principel alllOunt of new loan(s) 55,000.00 502. Sett~...nt eherg.. to ..ller (line 695.94
1400)
203. E,I.tlng lo.n(.) teken .uhJoct to 503. E,!.ting lo.n(.) t.k.n .ubflct to
204, Part 1.1 OIS!r Ihut !on of Inh.r !tenee 12,000,00 504. P.yolf 01 Ilr.t mortg.g. lo.n
205, 505, P.yoff 01 second ~rtoag. loan
206. 506.
207. 507,
.
208, 508.
209. 509.
~dju.t..nt. fnr ite.. unpeld by ..ller Adj"'t..nte for Ite.. \II1l>llld by ..ll.r
210, City/town tftXe! to 510, City/town trlKI! to
211. County tlIKl'S to 511, County telKeS to
212, A'I,ljfIJ'I,ljfl\flnt, to 512, AS!tssmtntt to
213, School T.... to 513. School T.x.. to
214. 514.
215. 515,
216, 516,
217. 517 .
218. SIB,
219. 519,
220. Tbtal Pa'd Ry/For Aorrower 67,000.00 52O.Totel Reduction In AIount Ou. to Sell.r 695,94
-
lOCI. C.'h ~t Settl...nt Fr..llo Borrower 600. C..h ~t S.ttleeent To/FrOl S.ller
3011 Gross A/lIOunt due from borrower (lIne 97,064,20 601. Gro" .mount due to "ller <lln. 420) 93,273,29
120
IO~. LI.. ..ount. p.!d by/for horrower 67,000,00 10i' Less reductions in amount due seller 695.94
I n. 220) I n. 520)
303. Cnll nFrom nTo Aorro\.l.r 30,064,20 601. C..h mo OFro. S.ller 92,577.35
IASIITUTE FORH 1099 mLER ST^TfHEI/I: Ih. Inlorm.tlnn eont.ln.d her.ln I. Import.nt t.. Inlor..tlon .nd I. being lurnish.d to the
!t.rmll Revenue Service. If you lire rllC1ul,,,d to file /I return, a negligence fltiMlty or other sanctIon will be ilnpo!leci on you If
d. IlIm I. required to be r.port.d end the IRS dellrmln.. th.t It h" not h.en reportld. Ihe Contree' Sele. pr!e. de.cribed on
In. ~01 ahove cOn!tltutn the Gross Proctt,ds of thl" trtm"lction.
III 8r. r.quired hy law to provldft wIth tour correct tllKI'l"yer !chtntlflclltlon number. If you do not provide your corr.ct ta){payer
lentl11catlon n.lmhtr, you m",y!lf' '1uhlftr.t to civil or crlml""l I'lenftltie!l IInpo!\ftd hy lllW. Under ptnaltle!l of perjury, I certify that
l' number shown on thl! stftterllfJnt 1'\ my correct tll)(l'lllyer idltntlflcfttlon number.
N'
SELLER S'GN~IURE'
N'
SELLER SIGI/^IURE'
V. IIUD.l (3/B6l
~ESTffiA TlTLlLlliSUI~Co.
,I.. Settle.nt thera..,
700. Total Salu/8roker's Comml!l!lion b1l5ed on pr Ice S
Dlvhlon of Commls!llon (lI"" 700) In follow!!:
U,'
IRTMENT OF "\lOUS~'IO A~~T~'AM[~~~
701, , to
702. I to
703, Com.I..lon pold M S.ttle.ent
704,
BOO. Ite.. P.yllble In tonneetlon With l_
801. Loan Or IglMt ion fe(l r~ to pt/e t11rtgltge
R02. Loan DI,collnt 1.~'{ to Ptle tlortgl'lg@
B03. Appr.I,.1 Fe. to Rick Sello"
801,. Credit Report to SHS
ROS, Lender's Inspection ree to
806, Mortg'!1.e In,uronee Arrll"t Ion ree to
e07, Document PreparM ion to Pile MortgRge
ROa. Refund for OVerpllyment of Crr.cllt Report
~~Servlce Feo to Tren9Amer1cfl
810. Flood In,peet Ion to Plnnoele
811. EMpre!\!1 Hall to Atrborn9 (MIH'f)""
000, It... Required ~y tender to be r.'d In Adv.nc.
901, Interest fronl S/S/9S to (111/9':; ~l \12.I,1321dI'lY
~nrt(I''1g" Inqurrlncll flrpmhlm tOl' month!. to
903. Wuftrd In!.urPlnce Premium for 12 months to
90/..
90S.
1000. Roser.os Depoolted With lender For
~TI~d~~
PM~tll.T
sfIWMkt
.-
"--
--
--
550,00
825.00
mO.OOl
(50,00)
215.00
. 3,00
70,00
26.00
13,50
335.16
poc
(208.00l
1001, Hezftrd In5urance
1002.
1003.
'004.
1005.
1006. School T..es
1007,
1008.
1100. Titl. Charge.
1'01. Settle..nt or elo,lng fee to
, 102, Ab,tr.ct or t It Ie ,e..eh to
1103. Title ....Inotlon to
1104, Title In,ur.nee binder to
1105. Docum.nt prep.rot Ion to
1106. Nohry fees to c.,h
1107. Attorney's fe., to PPltrlclllJ R. Brown, E!qulre
(Include'J PlboVI Item numbors: 1101, 1105)
1108, Title Insurance to CONF.STOGA lIHF. IHStlllRHCF. CO, / r..y" .nd 8rown
(inclUdes lIbov. ltam number"s: ',01.110S)
Hortgage Insurance
City property t.,e,
County property taKes
Annuel assessments
2 month, @ S17,33 per month
months @ S_ per month
months @ S per month
7 month, @ S16.2S per month
months @ S per month
12 month. @ S78.82 per month
months @ S per month
month, @ S oer month
34.66
113.75
945.84
1109, lendf!rl~ cov('rllg~ , 55/000.00
1110. Owner', eov.rage , 93,000,00
11'1. Endor"..nt.. 100, 300, 500, 8,1
1112, IRS 1099'5
1113,
1200. Gover_nt R.eordlng .nd !!nns'er cherges
1201. Recording fe.s: O.ed S12,OO; Mortg.g. S18,OO ; Rel."e, S
1202. Clty/county/st.mps: O~ed ,
1203, St.te t.,/st.mp.: Oeed ,
1204,
1205,
1300. Addltlonol s.ttl...nt Chnrges
1301. Survf\Y to
1302, Post In,peet Ion to T.rmlnl.
1303, Sept Ie Cer t If leot Ion to re"k', Sept Ie Ser. Ice
1301t. 1995 Co/Twp Rut Estate ''''KOS to Rohert ("Irn!!, Tal( Collector
1305.
-
8.00 4,00
250.00
597.00
-
30,00
n/e
30.00
nt,
n/.
75.00
HZ ,O~_
19/,.9f.
UM, Tnl.' ....1._,
I..... ~ 11_. 10], ,.,'I~ J .... .,,,
.,
'7on 01
^9\01.
'"h..e eorelnl~~ rev'i-,;ii th~ il'~I"1 S[lJIIMfI/1 ST.1fMfll1 .nclto tile he'tlof my ,nowledae .nel bollef-, ItTs"Ttr\l9 ~nd ~Ccllrat. I t
tot...n o. r,ce 0' n 1 ( sburs Mills m,ele on my '''O\lnl or hy me n thlS tron"r,1 Ion. I furt ,.,' rert Ify that I h,ve r.ce .Ol
,r~r_ 'hOIlO, <TI:M T~TAHM"T, tt( '-\" \.'t\U.:~~~
c, ~IA ];]\~~~~~..)
80rrowo" 8 "sell." f' '
o the but of oy koowle.go. tho \llID.1 SEHIF.MEfIT STATEMEIIT which t h.v. pl'opored t, . true .nel .ecurote .eeount of the funels which
'ltrl recolved anti hay, hfltln or will hit dl,hllr~uHI by the under!lgnlld fl!I ptlrt of the settlfll'Mtnt of thh trllnsactlon,
Lf.k:; 1 W~.___ __~ .;- /" .~_
Settle..nt Agent \ ' D.te' 0 f :i+I
t/
Ill.). Iq- Y
R!Vo1547 EX AFP 112094*
COMMONWEALTH OF PEHH5VlVAHIA
DEPAATHEHT OF AEVENUE
ILlIEAU OF IHDIVIDUAl mES
DEPT. In6DI
HAAAISIUAD. PA 11111-0601
ESTATE OF LLOYD - FILE NO.
DATI! OF DEATH 06-07-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REgISTER OF WILLS, HAME CHECM PAYABLE TO "REgISTER OF WILLS, AgENT"
REMIT PAYMENT TOI
G
NOTICE OF INHERITANCE TAM
APP~AISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
ACN
101
DATE 07-31-95
PATRICIA R BROWN ESQ
4 E LI BERTY AVE
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~ AMoont ROMlttod
CUT ALONG THIS LINP. .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'iiIFisW-iif"AFP""Ci'F94")"tliificr-op-i:"N'HiiiiTANci"TAx-'A-PPR'A'isiHEtlr;-Ai.1"OWANCE-iilim_...--...m.-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LLOYD RICHARD E FILE NO. 21 94-0564 ACN 101 DATIl 07-31-95
TAM RETURN WAS I (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. RIOI Eltoto tSohodolo A) (I)
2. Stookl ond BOlldl (Soh.dolo Bl (2)
S. Clol.ly H.ld Stook/P.rtnor.hlp Int.rolt (Soh.dulo C) (5)
4. Hortg.g.I/Notol Roo.I..bl. (Soh.dol. Dl (4)
S. C.lh/B.nk D.polltI/Hllo. Plrlon.l proporty (Schldol. E) (5)
6. JointlY O.nod Prop.rty tSohodol. F) (6)
7. Trlnlf... (Soh.dul. Q) (71
I. Totol AliOto
92.577,35
,00
.00
.00
1?,945.36
10.375.71
,00
(Il
115,898,42
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.r.l E.ponl.I/AdM, COlta/Hho. E.ponl.. (Sohodul. HI t9)
10. DObto/Hodgogo LI.bllIU../Llonl tSohlclul. II (101 3.306,89
11. Totol D.duotlon. (11)
12. Not Volu. of T.. Roturn 1121
15. Chorlhblo/go.ornM.nhl Blquuto (Soh.dul. Jl liS)
14. N.t Voluo of Elt.t. Subjlot to T.. 114)
NOTEI If.n ......m.nt w.. i..u.d pr.viau.ly, 11n.. 14, 15 .nd/ar 16, 17 .nd 18 will
r.fl.ct figure. th.t inalude the tat.l af Ahh r.turn. .......d ta d.t..
ASSESSMENT OF TAXI
1&. Alount of L1no 14 .t SpoulIl rot. 115)
16. Alount of Lln. 14 t..oblo .t Lln..l/CIo.. A roto 116l
17. Aoount of Llno 14 t..oblo It Collot.roI/Cl.oo B rot. (17)
II. Prlnolpol T.. Du.
TAX CREDITS I
PAYHENT
DATE
08-22-94
05-17-95
9,711.28
1 ~. 01 A 17
102,880.25
,00
102,880,25
,OOM'OO.
102,S80,25 M .06.
.00 M .15.
till
,00
6,172,82
,00
6,172,82
RECEIPT
MUHIER
MM912843
AA047771
DISCOUNT (+ l
INTEREST (.l
305.26
1.18-
AHOUHT PAID
5,800,00
100,36
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
6,204.44
31.62CR
.00
31,62CR
. IF PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE
^ REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
"
"
0' tl-.( ",
\;.) ,:O()..,
,I
," , \
r.tl~
, 1
.-
("f)" ,\
~" i' "
II
0 "
"~ ",
~ oi
. 0'
",
';_:'1 (I,'
,
,"
,;1
"
i;'
, (0'
,
,
(;. ':'
", 1I~
(,Ip.
Lt "
,'..,
'"
",
,
"
Rt!1I!A'lATlOH. Eltoti' 01 !ItG_t. d.lne on or Hforo Dto_r' U, 1911 .. 11 on. luturo Intor..t In tho ..t.to to tron.lorrocl
In pa.....ton or ",jay"", to Cl,.. . ("oU,',ral) btntfJollrlll of the dtctdlnt Ifter the IJCPlr.Uon of '"v ..tit. far
11'. or for yelr., ttM COIlOnwtl1th htr'b~ I.pnuh r"trv,. the right to IPpreh, 1M ...... trllnd'r InherltlnGl Talll.
It the lewful Cl... . (colhtorlO rite on InY .uch futur. Interllt. "
PURI'OSElII'
NOTICE. '0 Mllll tho roqulr....t' 01 S..tlon 114001 tho I"""rll"",o ond ~.ht. I.. Aot, Aot 22011991. 7Z P.I,
SOollon 2140,
PArtENTI DetlCh the top portion of thh NoUel and lubII1t with your plynnt to the Righter of MUll prlntld on tM rIVIr.. ,Jete.
-'Hok. oho.k or ..... ordor PIVoblo to. REGISfER OF MILLI, AGENT
All pIYMnh rtollVld .hlll flrlt be applied to tny Intlr..' whloh .ay be dul wlth Iny r...lndtr applied to the tlMI
REFUND (CA) I A r.fund of . tlM credit, which WII not r.qutltad fin the fix R,turn, ,'v be rlque,teet bv cOIIpllUng an "AppllolUon
for Rlfund of Pennlvlvanll lMirltanc. and Eltllt. TIX" (REV-UU). Appllclt1on. .r. IIvllhabl. It the Offlol
of the Rltht.r of Nlll1, Inyof the ZS RIYlnue Dhtrlot Offlc.., or bv c811lng thl IPlohl 24~hour
tnlWlrlng ..rvio. nu.btrl fer for.. ordlrlnll In PIMIVlvtnl1 1"100-:562"2050, ouhldl Ptnnlv1vWltl end
within 10011 Hlrrlsburq Irea (717) 117-1094, TOD' (717) 772-2252 (Heuing rlPllnd Onlv).
OBJECTlONSt AnV Plrtv in Intlr..t not ..tllflld with thl apprllllltlnt, allowanc. or dheUonnel of dIduot1on., or ........"t
of tlM Clnoludlng dhcount or Intlr..t) II shown on thlt NotlCI INlt obJlot w1thin IhttV (60) din of reolipt of
thh HoU.o b..
AOHI"
II1RATlYE
CDllRECTlOHt.
"~wrlttlf'l prot,.t to the PA alPartNflt of RIYlnUl, laird of App,.1t, Dept. 211021, Hlrrlsburg, PA 17121-1021, OR
UIleotlon to hlv, the 'Ittlr d.t.r_lnld It audit df the IOOIKKl~ of the pUlan.l r.pr"lnt,Uv., OR
-~IPPlal to thl Orph.",' Court.
FlOtual Irror. divoOVlrtd on this .......,t .hould be Iddr""d in wrlUng tOI PA DepartHnt of Revenue,
Bur,1U of IncUvldul1 TIM", ATTNl Po.t A.......nt RIVllw Unit, Dept. 210601, Hlrrhburll, PA 17121"0601
Phone (717) 717~650S. S.. Pili :5 of the bOo<<lIt "In.truoUonl for InhtrUInClI TIM R.turn for a R..ldlnt
DtGtdent" (REY~IS01) f\lr In IkplMlltion of IdllnhtraUv,ly corrHtlbl. .rrorl.
OIICOUIfI.
IHTER!ll.
If InV tlM due It p.id within thrH U) clitndlr Nnthl ,ftu the d,c'dent'l dl.th, . fivI para.nt (SlO dhoount of
the taM paid II 1110N1d.
Inter..t It chlrttd b..lnnlnt '11th flr.t dey of dellnquenoy, or nine (9) tonthl Met OM (1) dlY frol the at. of
delth, to thl dltl of PI~t. TIM" which baa... delinquent be fori Jenu1rY 1, 1912 bear Intlr..t It tho rlt. of
11M (6X) p.rcent p.r IMUI cllculltld at I dlUY rite of .000164. All taxu whleh bee... delln.,."t on end aftlr
JlnUlry 1, 1911 wlU belr tnterut It Irati 1ft11eh will Ylrv fro. Olltndlr velr to elllndlr y.., with that rat.
lMOuncad by thl PA Dlpart'tnt of R.v.nuI. The applloible Inter..t rltel for 1982 through 1995 Ir.1
!!!t Intlr..t Rlt. Dath Int.r..t FlOtor :!!!r Int.r..t Rat. 0,11. Inter..t Factor
1911 20X .000148 1911 9~ .000241
1911 16X ,0001SS 19"-1991 Il~ .000501
1'" llX ,000101 1992 9~ .000241
1911 llX ,000116 1991'19~ 1X .000192
1916 lOX ,000214 1941 9~ .000241
ulnt.r..t I. cIloulatld II fallow"
INTEREST · BALANCE OF TA~ UNPAID. ~ NUKIER OF OAYI DELINQUENT ~ DAILY INTEREIT FACTOR
~~AnY NoUOI IflUId Ift.r thl tlX beGottIl dtUnquent will rlfl.ot In Inter..t o.loulatJon to fift,." US) dly.
' blYond thl date of the 1.....lInt. If ply.ant It .Ida after the Intur..t caputlthn dlta .hown on thl '
~tlOI, Idclltlonll Inter..' IUlt be Cllcuhtld.
:;-
V'
/ t./ -d Iq-Y
RIV-1607 IX AFP 112-94)*
C_AL TII Of PENNSYLVANIA
DEPARTHliNT Of REVENUE
IUREAU OF INDIVIDUAL TAXES
D!PT. '10601
HARRISIURG, PA 11111-0601
ACN 101
C-
INHERITANCE TAl<
STATEMENT OF ACCOUNT
DATI 09-05-95
DATI OF DIATH ~~~~Y-94 RICHARD E ~~hMO. ~bMXMi~3
NOlE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAN
PAYNENT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE AND REHIT PAYHENT TO, ,
PATRICIA R BRDWN ESQ
4 E LIBERTV AVE
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R..ltt.d
-
CUT ALONG THIS LINI .. RITAIN LOWIR PORTION FOR YOUR FILlS ...
Riiv:i6o'f-ix--AFP""i12~94i---"---..."-iNifiRiT"ANC!--fAX""sriifEHE"Nf"iiF"ACiCoUN-f"-.-i.---"-""---------""---
ISTAT! OF LLOYD RICHARD E FILl! NO.21 94-0564 ACN 101
THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED
ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAK DUE, APPLICATION OF ALL PAYNENTS,
THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIOURE,
DAT! 09-05-95
DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT, 07-24-95
PRINCIPAL TAX DUE,
6,172.S2
PAVMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT 1+) AMOUNT PAID
DATE NUMBER INTEREST (-)
08-22-94 MM912843 305.26 5,800.00
05-17-95 AA047771 1.18- 100.36
08-21-95 REFUND ,DO 31. 62-
R IF pAID AFTER THIS bATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
C IF TOTAL DUE IS LESS TNAN al,
NO PAYHENT IS REqUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" tCR1,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I
TOTAL, TAX CRIDIT
8AL~Nnl! OF TAX DU~
INTI!RIST
TOTAL DUI
6,172 .82
.00
.00
. DO
10
" ',' , 'I
.' '"
,
"
,-
Il,
I!.!
("/ \Il
11: " :'1 (.-' :,
,)0
PAVIteNT ,
D.tlCh thl top portion of thll Hottel and .ub.1t with yaur pav""t .,de PIYlbl. to thl nHI and addr..,
pr1ntld on the r.v.r.. lid..
If RESIDENT DECEDENT .... ch.ok or "".. ordor p..obl. to, REGISTER OF WILLS, AGENT.
If ~.Rt'SIIlENT DECEDENT .... chock or .on.. order p..obl. tOI CONItONIfEAL TH OF PENNSYLVANIA,
All Plvttntl rlo.IVld ,hell b, applied fA,.t to MY lnt.rut which ..y bt due with Inv ,...llndlr IppUtd to thl tll(,
REFlMD (CR) I A r.fund of . till( ortdlt, which Nil not r.qu..tld on thl Tax R,turn, ".V b. r.qu..tld bv coitpl.t1ng an
"Applloatlon for R,fund of PIMlylvlnla Inhtrltance end E.tate Ta)(" (REV-nUL AppllCIUonl ar. 1...111101. .t
th_ OffJcI of thl R,ghter of WUII, a"v of thl 23 RIVlnul Dlltrlot OfficII or fro. thl OepartHf1t" Z"-hour
anlMlrlng ..,ylu nutlb,r. for for.. orderlngl In Plmlvlvlnll 1-800-362-2050, out.ld. Plnnlll'lvenlt
and wJthln 10cll Hetrl'burg arl' (717) 181.1094, TOOt (111) 772.2252 (He.ring I.pairld onlv).
REPLV TOI QuuUon, rlgardlng error, contllnld on thh noUol ,tlould be edd""ld tal PA Dlpert..nt of RIVlnul, lurlM.l
of IndIyldual 111)(11, ATTNI POlt A.......nt Rlyllw Unit, Dlpt. 210601, Harrisburg, PA 11128.0601, P~I
17171 m-65D5,
D1SCDUHT,
If any tllC dUI II plld wtthln thrll (5) clllndar eonthl .ftlr thl dICldlnt', dlllth, a flvl percent (5:0 dllcount
of thl tal( paid II allowld.
INTERU"
Intarllt 11 chargld blglnnlng with first day of dlUnquencv, or nlnl (9) lonthl and 001 (1) dlY fro. the dati of
dl.th, to thl d." of PIV'I"t. TaxII which blea... d.llnquent b.for. Januarv 1, 1982 b..r Intlr..t at the rllt, of
Ilx (6X) p.rc.nt plr annUl calculat.d at a dally rat. of .000164. All taxI' which b.ca'l delinquent on Ind aftlr
JlnUlry 1, 1912 wlll b..r Intlrut at . rate which will very frOll calendar yllr to callndar Vllr with that rlt.
~Id bv thl PA Dlpert.lnt af RIYlnue. Th. app1Jcebll Intlr..t rat.. for 1982 through 1995 aj'l'
Vllr Inter..t Rlt_ DailY Int.r'lt Factor Vllr Inttrllt R,t, Oath Inttrllt Flutor
1982 20X ,OD05.8 1981 9l ,111247
1983 16X ,IDO'!8 1988.1991 III ,1GG!G1
1984 IIX .DDOm 1992 9l ,111247
1981 I!X .000!56 199H!" n ,000192
1986 lOX ,OODm 1995 'l ,000247
~"Interllt I. cllcul,tld a. foUowl.
INTEREST . BALANCE OF TAX UNPAID X HUNBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
"Any Notlc. luued after thl tal( tlICU'" dllInqutnt will "fhet "" Interllt cllcul.Uon to flft"" US) diva
blyond thl d.tl af thl ........nt. If ply..nt 11 'H. .fhr thG Int"..t cotpUtaUon dati lhown on the
"OUCI, addltlontl Inter..t IlUlt b, oalculated.
. ,
~/- 91-, al
FAMILY SETTLEMENT AND FINAL RELEASE
IN
ESTATE OF RICHARD E, LLOYD
KNOW ALL MEN BY THESE PRESENTS, thut WHEREAS, Rlchurd E, Lloyd, 111te of 1226
Wulnut Bottom Roud, Qlfllsle, Cumberlund COllnty, Pennsylvunill, deceased, died testute on June 7,
1994, huvlng first made, his Lust Willund Testlll11ent, which wus duly executed on June 24, 1978, and
is duly recorded In Cumberlllnd County, Pellnsylvuniu, Roll 2, Blllch 417, Puges 1-8;
WHEREAS, the sllid Rlchllrd E, Lloyd, by the uforesuid Lllsl WiIlllnd Testament, nllllled Burry
L. Lloyd, us Executor of suld Lust Wlllulld Tcstumcnt;
WHEREAS, letters testlllnelltury on the estute of the suld decedent were duly issued by the
Register of Wills of CUlllberlllnd County, Pennsylvllniu, to the suld Execntor, hereinafter culled personul
representative;
WHEREAS, the sllld personlll represenllltlvc has glllhered the ussets of the estate of the said
decedent and the ussets consist of bolll reul property und personul property, to a totul vulue of
$115,898.42, us set forth III Exhibit A, which is u stutement of accouut of thc suld personlll
representative, und which Is utluched hereto aJl(lmude u purt hereof, und Illurked Exhibit A;
WHEREAS, the debts und deducllons, Including the pUYlllellt of inheritllnce tux In the suid estute,
IImount to $23,134.69, leuvlng u bulunce for distribution of $96,070,62, ulso us set forth In the stutelllent
of the suid personul represenlutlve, which Is utlllched hereto und murked Exhibit A;
Puge 1 of 6
,
WHEREAS, thc blllllncc for dlslrlbutlon us shown hi the suld stlllcment murked Exhibit A hils
becn distrlbntcd us herelnlndlcuted inuccordllnce with lhc lel1lls of the Lust Willund Teslllmenl of the
suld decedent.
NOW, THEREFORE, KNOW YE, lhut we, Bllrry 1.. Lloyd, Terry E, Lloyd, TUlllmy J,
Sollenberger, Robin Lloyd, Angle Scnncllund Duvld Lloyd, the hl'lrs undl'r thc Lust WlllulIll Testument
of thc suld decedent, und bclng those persons l'ntltled to Inhcrlt undcr suld Lusl WiIlund Tcslument, do
hcreby euch of liS, ucknowlcdgc thuI Wl' huvc this duy hlld und rl'cclvcd from the uforcsllld pcrsonlll
represcntutlve, In 1'1111 sutlsfuctlonund paYl11cnt of ull SUIll or sums of Illoncy, Icgucles, bequests, und
devises us urc given, deviscd und bcqucuthed to euch of us respecllvdy by thc suld Lusl Will und
Testlllllcnt, the ulllounts due us under suid Lust Wlllnnd Tesllll11ent, which ul110unts we hllve received
this duy, und which umounls ure In the uluount set opposite our respl'ctive numcs In the tuble llnd
schedulc of distribution In said stlltemcnl ullllched hereto llnd Illarkl'd Exhibit A;
AND, cllch of us does hcrcby stipullltc tlwl in order to uvoid thc cxpense llnd tlmc Involved In
the filing of II fonlluluccounlllnd schcdulc of distribution, we cuch Itgrcc lhllt no llcconntls necessllry
und we do hereby ugree thllt we do consent to distribution being made without the filing of llnuccounl
IInd schedule of distrlbullon, thc sumc to bl' with the SUI11C force und cffcct us If thcy hlld been flied und
continlled by the Orphllns' Court Division of thc Court of COnl1110n !'ICllS, CUl11berlund County,
THEREFORE, we und euch of US, do hcrcby rcmlsc, rclcuse, quitcluhuuud forever dischurge the
suid personul reprcsentutlve, Bnrry L, Lloyd, heirs, execulors, und 1Illmlnlslrntors und ussigns, of und
frolll the suld estute und from llllucllons, suits, puymcnts, uccounts, rcckonings, c1uims, und demunds
whutsoever for or by tl~llSOnlhcreof, or for IIny otlll'r USl', mullcr, Clluse or thing whlllsoever, touching
upon thl~ estuW of the sllld lleccdcnt, und cllch of us do further hercby covcnunt IInd ugree lhut should
!'llge 2 of (,
,
EXHIBIT "A"
STATEMEl'jT OF ACCOUfI!I
QF
BARRY L. LLOYD. EXECUTQH
Assets:
I) Resldence'at 1226 Will nut Bottom Roml. CurBsle, PA 17013 $ 92.517.35
2) 1992 I,ullllnll (Chevrolet) 4-door Sedlln $ 8.9oo,(J()
3) 1983 (Plymouth) StlltlonwlIgon $ 200,00
4) Mlscelluneous hOllsehold furnishings $ 2,728,(J()
5) Refunds lInd Dividend Checks $ 101.92
6) Checking lInd SlIvlngs Accounts $ 11,391.15
TOTAL $115,898.42
~
I) Funerul Expenses $ 6.347,50
2) Admlnlstrutlon Expenses $ 3,363,78
3) Mlscellaneolls Expenses $ 3,943,70
4) PA Inheritance Tuxes $ 6,172,82
TOTAL $ 19.827,80
I!D.Junce for Dlstrl~utlon to Helr~.i
$'96,070.62
Puge 5 of 6
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"