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Home My WebLink About94-00763 '.'.; - '-' \;.>~'(- - Thb is 10 n:rrif)' Ihill ( ll' inlorm.lliolllll~rl' ~i\'l'1I i~ lorrull)' IIlpil.d (nlll1.lIt Ilri,l:ill.lI n'lfilir.lIl' lit tlt..lll.' .,llIly fill'll with me as l.ol".lllh'giSlrar. Till'llrigin.11 n'nifilill(' will Ill' t"Cllw.lrdl'd IlIlht.' SI.IIl' \,i!;III{l'llll"lh<< HlilC fill' pl'lm.IIH'1l1 llllll~, WARNING: It II 1II0galto duplicate this copy by photostat or photograph. Fl'c (or rhi~ lcni(k.IIL'. $2,IK) 2513049 No. ~ A~ ~_. ~ .------.-.--t';mll~,;~ .._____.J\lliUL1994 1>i1I~ COMMONWEALTN OF PEHNSYllIANIA. OEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (;l N ,"......,.u.. llaos ,.....0..,,.., 5-15-15 UM........_. 121 5. 27th St. Car1p Hill, Pa. ~~ADON"e....~...,.ea.s. 121 S. 27th St. Cdnp Hill, Po. 17011 sUe Dl:tI(l(IfT'S ........ .....NClI - ~....- u .. ...0...1O If...... Po. ."'.,IlI........ KlCW. 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'-:":.:~ ;':';'? .'. ,..:.' ",:',:;~;:~ ,,/.:~:/ '.' :(: . ',': :,(':'.' "'; f:, -- , ,. ". ,:", ')':-i:"" : '~.' ", . '. :,,'.J' ,.:,,::,,'(;:<',"\"\,J'~\;', 'i,i,' q .' " ..,'.,' :,:)., C':":" . , " '. '" .. '" ' , -. .' '.':: '. , .' - ,.-'--. ,'" , , . _n.-, ,_, __~:. "_'- .: >;_ ..,:::~.,'" >_ _<:::,. ,_._,;,,- __:_' -:: ,>,' ,..:._..,:_ ,_ ~ ~' _~ -; I' , .\ H",. ~:r ._r,,? C\ . I,f) f ~J '. . . r;: ,t: ';ji;t _::l'" " '.,; .I , - L - .":. ". ;j- ~',:- . 0,... .- Cter: cr: . C') ,,., @ . :::~ . , , .I :1 ' :6 ;: ~o., '8~ -. "'~4- ?> --'.t " . , ~ST WILL AND TBSTAMENT Qf EVELYN HAAS I, EVELYN HAAS, of Camp Hill, Cumberland county, Pennsylvania, being of sound and disposing mind and memory, and considering the uncertainty of this life, do make, publish and declare this to be my Last will and Testament as follows, hereby revoking all other former Wills and Codicils by me at any time made. ITEM II All federal, state, and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this will, including any interest or penalty imposed thereon, shall be considered an expense of the administration of my estate, and shall be paid from my residuary estate under ITEM IV. hereof, without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time as my Executor or my Trustees, hereinafter named, may think proper, regardless of whether such taxes are then due. XTEM XII I acknowledge that, as of this time, the home in which I reside with my husband, Harold Haas, is titled in us as tenants by the entirety, so that it, and all personal property therein not otherwise identified as being solely owned by me, shall not pass under this Will, but shall pass by operation of law in the event that I predecease him. XTEM XII: I bequeath my household and personal effects, jewelry, automobiles, and other tangible personalty of like nature, other than that referred to in ITEM II. above, to my husband, Harold Haas (hereinafter my "Husband"), if he survives me. If he does not so survive me, I give and bequeath all of my said tangible personal property to my daughter, Carolyn S. Henry, now of East Hartford, Connecticut, provided she survives me. It is my wish that she allow my daughter Marilyn to use such of these items as might be needed by her. If my daughter carolyn fails to survive me, I direct that said assets be divided among such of her children as survive me, and my daughter, Marilyn, if she survives me, in the sole discretion of my son-in-law, The Reverend Paul E. Henry, Jr.; any items not desired in kind shall be disposed of by gift or sale, and any proceeds placed into my residue. ITEM XVI If my Husband, Harold survives me (and I direct that, for the purpose of this Item, he shall be deemed to have survived me, unless it appears unmistakably that he predeceased 2 -~: -.. , , me), and if the federal estate tax due because of my death will be reduced by making this gift for his benefit, I give, devise, and bequeath to my Husband, Harold, absolutely, the least amount (based upon values as finally determined for federal estate tax purposes) as shall be needed for the federal estate tax unlimited marital deduction to reduce the federal estate tax to the lowest possible figure after full use of all other deductions and credits allowable in calculating the federal estate tax, except that such amount shall be calculated without regard to the augmenting of my taxable estate by reason of generation-skipping transfers, and without regard for any credit for state death taxes that would not otherwise be payable. Accordingly, I direct that: A. If the marital deduction, or any similar benefit, is allowable with respect to any property, including property held by entireties, which my Husband has received prior to my death, or at my death will receive otherwise than pursuant to this ITEM IV., the value of such property shall be taken into consideration in calculating the size of the gift under this ITEM IV. B. No property ineligible for the marital deduction, or any similar benefit, shall be distributed to this bequest for my Husband, pursuant to this ITEM IV. 3 " C. Either cash or investments or both may be allocated to this bequest under this ITEM IV. D. Any property allocated under this ITEM IV. in kind shall be valued at the value at which it is finally included in my gross estate for federal estate tax purposes, provided that the aggregate market value thereof on the date of allocation (plus the value as finally determined for federal estate tax purposes of all other property qualifying for the marital deduction) is at least equal to the dollar value of the marital deduction as finally determined for federal estate tax purposes. E. If any provision of my will shall result in depriving my estate of the marital deduction for federal estate tax purposes, such provision is hereby revoked and my will shall be read as if any portion thereof inconsistent with allowance of the marital deduction for federal estate tax purposes is null and void. ITEM V: If my Husband, HAROLD HAAS, survives me (and I direct that, for the purpose of this Item, he shall be deemed to have survived me, unless it appears unmistakably that he predeceased me), I give, devise, and bequeath all of the residue of 4 my estate, not otherwise disposed of above, whether real, personal, or mixed, and wherever situate, including any property over which I shall have any power of appointment other than any such power given to me in any will or inter vivos trust of my Husband, to my Trustee, hereinafter named, IN TRUST NEVERTHELESS, for the following uses and purposes: A. My Trustee shall pay so much of the net income therefrom as my Trustee, in its sole discretion, may from time to time think advisable to my Husband, for and during his lifetime, and accumulate and invest any income not needed. B. My Trustee shall pay as much of the principal of this Trust as my Trustee, in its sole discretion, may from time to time think advisable for the support of my Husband, or for medical care for my Husband during his illness, with such payments being made to him, or else applied directly for his benefit by my Trustee, after taking into account his other readily available assets and sources of income and support. By this Trust, it is my intent not to displace any source of income otherwise available to my Husband for his basic support, including any governmental assistance 5 " program to which my Husband may be entitled. This Trust is intended to be a discretionary spendthrift trust created for non-support purposes. No part of the corous of this Trust shall be used to supplant or replace any pUblic assistance benefite received by or through any county, state, federal or other governmental agency. It is intended that any distributions made by my Trustee be used to supplement, and not supplant, any such governmental benefits to which my Husband may be entitled. The following is a list of non-support purposes which illustrate, but are not intended to limit, the type of expenditures which may be made by my Trustee to supplement available benefits: dental care; unreimbursed medical expenses; diagnostic work and treatment, rehabilitative training and experimental medical services; supplemental nursing care; recreation, cultural experience, outings and travel, including payment to others to accompany my Husband; telephone, television, and similar amenities; reading and education materials; and rehabilitative equipment and unreimbursed therapy. C. My Trustee may apply the net income of this Trust for the support of my Husband should he, by reason of age, illness, or any other cause in the opinion of my Trustee, be incapable of disbursing it. 6 D. Upon the death of my Husband, (1) My Trustees shall pay to or apply for the benefit of my daughter, Marilyn Haas, so much of the net income as they, in their sole discretion, deem necessary or appropriate for her welfare, comfort, and support, said payments to be made for and during her natural life f (2) My Trustees may apply or pay for the benefit of my said daughter, Marilyn Haas, so much of the net income of this Trust as they, in their sole discretion, deem necessary or appropriate for the welfare, comfort and support of my said daughter, should she, by reason of age, illness, or any other cause, in the sole opinion of my Trustees, be incapable of disbursing or receiving said income directlYf (3) My Trustees shall reinvest any unexpended income as part of the principal of this Trust f (4) My Trustees may expend out of the principal of this Trust such sums as they, in their sole discretion, deem necessary or appropriate for the welfare, comfort and support of my said daughter, Marilyn. In the 7 exercise of this power, my Trustees shall not be empowered to expend any principal where other income and sources of support and benefits are available or have been provided to my said daughter, same to include her separate estate and funds from any government agency. (5) Upon the death of my said daughter, Marilyn Haas, I direct that the then remaining principal, and any undistributed income, shall be paid over to my daughter, Carolyn S. Henry, absolutely, or if she is not then living, to such of the children of my daughter, Carolyn S. Henry, as are living at that time, in equal shares, per stirpes. ITEM VI: The interest of beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM VII: I nominate and appoint my Husband, Harold Haas, Executor of this my Last will and Testament. In the event he fails to qualify or ceases to so act, I nominate and appoint my daughter, Carolyn S. Henry, Executrix of this my Last will and Testament, and. 8 {~ , '. ;; " ~ ~~'. " if she fails to qualify or ceases to so act, I nominate and appoint Mellon Bank, of Harrisburg, Pennsylvania, as Executor hereunder. ITBK VIllI I appoint my daughter, carolyn S. Henry, and Mellon Bank, of HarriSburg, Pennsylvania, as Trustees of the Trust established in Item V of this will. If my said daughter, carolyn, fails to qualify or ceases to act, I direct that she not be replaced and that Mellon Bank act as sole Trustee. I direct that my daughter, Carolyn S. Henry, shall have the right at her sole discretion to dismiss Mellon Bank as a Trustee hereunder, and to designate a bank with trust powers, no matter where situate, to serve in its place. ITBK IX: The fiduciaries named under this my will shall not be required to furnish a bond or security in any jurisdiction in which anyone of them may act, and if a bond is nevertheless required, it shall be without surety. ITBK X: My fiduciaries shall have the following powers in addition to those invested in them by law and by other provisions of my will applicable to all property, whether principal or income, exercisable without Court approval, and effective until actual distribution of all property: 9 .'T~S~-:----"",--,,:q_.""*""''''-'''r-co.o''''<'~',;._-.;,.;;.'4 (a) To retain any or all of the assets of my estate, real or personal, in their sole discretion I it is my intention that any residence owned by me at the time of my death shall be retained in kind so long as my daughter Marilyn desires to reside therein and it is practicable for her to do SOl this decision shall be made in the sole discretion of my Trustees, taking into account but not being bound by the desires of my daughter Marilyn, but no purchaser shall be required to inquire into or verify the validity of the right and power of my Trustees to sell said residence or otherwise deal with said property as set forth in subparagraph (c) below. (b) To compromise claims; (c) To sell at public or private sale, to exchange or lease, for any period of time, any real or persona1 property, and to give options for sales, exchanges or leases, for such prices and upon such terms as they deem proper; (d) To make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as they may determine, and at valuations finallY to be fixed by them. 10 ,.."'.....,.:...:.....:....,.;.-.;..-.--:....,"~-.,..----~;.<,.- " .--:-' -,-...- 0_,__,___. We, the undersigned, hereby certify that the foregoing will was signed, sealed, published and declared by the above-named Testator, Evelyn Haas, as and for her Last Will and Testament, in the presence of us, who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. ?t.a ~~,,- residing . I ~ .{ (\'i\.~ '[', L),--Q_~,-'c\ms. at ~'f.Jf AtM.'" ~ ~/"~~6- . //9- 1'=1/1"- , residing at :-P0X '-'3'7~ l?D 1,\ Y 1.11 ~dtMr:\?(t ~1'''''C'(\\'\lt-.'C''--->1 -91\). I,O,::lO " 12 i , . COMMONWEALTH OF PENNSYLVANIA 55: COUNTY OF DAUPHIN . . We, the Testator, EVELYN HAAS, and~~~ and 1J.1Cl-"/..J/.t. LU"ltCU')V1 , the witnesses, respect vely, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as her Last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that, to the best of their knowledge, the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~. ~A.J EV~iwA~~4 , Witness ~ \) ,_U{"'L F. l~JAQ'Q.ir.IY'S witness ~ SUbscribed, sworn to and acknowledged before me by the Testator, EVELYN HAAS, and sUbski~~~d and sworn to before ~~ ~ /..k.ntUA-UJ.:/ and 1.1b..~c:, Q..r')(..O, witnesses, this day of July, 1992. ~~U,/1/~ Notary publNc ' My Commission Expires: IIOI^'II^L ~t^L 1<IMrJmL Y I). IJILLtl1.14ouuV Public: J 1:'I!IIf,bulU, Onllpllill COIIl,li M Conlllllnslorl Ex ljHJ!l/\1I 10, 1095 IRHK Will. 114 b: \H...\Ev.l yn,Wlll 13 '" ~ IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No, 1994-00763 EV1;!.YN HAAS CERTIFICATION OF NOTICE UNDER RULE 5,6/0) Name of Deccdcnl: .,velyn Haas Date of Dealll: August 16, 1994 Will No, 00763 of 1994 Admin No, To the Regislcr: I certify that nOlicc of bcneticiallntcrest rcquircd by Rule 5,6(a) of thc Orphans' Court Rules was scrved on or mailcd to the following bencticiarics of Ihc above-captioncd estate on September:9, 1994: Name Stephen C. Minana, Mellon Bank Address Trust Officer P.O. Box 10lD, Harrisburg, PA 17108-1010 Mrs. Carolyn S. Henry 22 Dartmouth Drive, East Hartford, CT 06108 Noticc has now bccn givcn to all pcrsons entitlcd thcrcto undcr Rule 5,6(a) except Date September 14. 1954 Signature I{~ -/)() I~ I;;A -;....... I\ona'ld M. Katzman, ~sq. Name Celdl,erg, J'RtEmBR S Slli~mBn, P.C. 320 Market St., P. O. Box 1268 Addrcss Ilarrisburg, PA 17108-1268 i.' 717 Telcphone ( ) 234-4161 ',; '.: Capacity: Pcrsonal Representative XX Counscl for pcrsonal representative ,.. . , :jO .' , LAW oprlcall GOLDBERG, KATZMAN & SHIPMAN, P.C. RONALD M. IilAfIMA'" HA'UIT .. 00LOIl:1l0 t, LllaHI''''''''' PAUL ""lll"OlnO HI:IL HlHOl".110T oJ, .JAY COO'I:A THOMAI t. IRItHHU DAVID C, MILLEA "AMla M. aHllHA'" MICHAIL A. 'IHID oI0HN A. STATLE" "'AIL L.ITRAHO,M,UTAT aUT H. '''OOKS .11:"1:"'0101 oJ, .HI..,.....N "''''''OLO'. KOGAN "UU'T oJ, Ru.ao KA"IN nUCHTEHlr:AGlA MICHAtL". CAOCtHI' DIIO HARHBT 8THBBT BTRAWDBRRY BQUAnB r. O. BOX 18ct8 UAHRISnURO, PENNSYLVANIA If108-lIle8 TELapnONB (717) 2D4-4101 PAX (717) QD4..eOOO AIlTHUR L. GOLOIIlRO otCOUNln YORK orrlCEI liD [, MAAKeT STAEU VORK, PA, 17..01 (717) ,,"3.71i1l. ICOAAUPOND TO HAA,uaBURO ornerl November 10, 1994 (")D r-:- .., '-"', ':] CERTIFIED MAIL (P 386 656 956) RETURN RECEIPT REQUESTED L; ,,-'. ..... Office of the Register of Wills of Cumberland County Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013 - .- UI Re: Estate of Evelyn Haas. deceased (PA File No, 2/-94-0763) Ladles and Gentlemen: Enclosed herewith is an estate chL'Ck, payable to the Register of Wills. Agent. for the 3.month Pennsylvania Inheritance Tax payment in the above-referenced estate, Please time-stamp the copy of this letter and return to us to verify receipt of this chcck, A self. uddressed, stamped envelope Is provided for this purpose, Thank you for your cooperation. '(ou s truly, n n fl I d-~ L..J-tuJbrvt~ Linda M, Eshelman Estate Paralegal LE/lme Enclosure - estate check #101 cc: Harold Haas, Executor (w/o enclosure) 11J13:how.p;ly,hrJ ..;- .... -......,.......-. -"'-;.....;::..-__:.-_-----_.-:-------- ---- .------ ---- -- - --- -----_._~--- II' , 'AA022756 COMMONWEALTH OF PENNSYLVANIA NO, , '. ' , ", DEPARTMENT OF REVENUE , . OFFICIALRECEIP1'. PENNSYLVANIA INHERITANCE AND ESTATETAX . , Il\tH62UI~"jl RECEIVED FROM: 6 ACN ASSESSMENT Ii' CONTROL ~ NUMBER AMOUNT KATZMAN RONALD H ESQ 3eO MARKET ST POBOX le68 HARRISBURG PA 17108 Ivl .~Da.9B _'OIDH'" ESTATE INFORMATION: I!:t FILE NUMBER 5iI el-1994-0763 I!:t NAME OF DECEDENT (LAST) I;iI HAAS EVEL VN m DATE OF PAYMENT EJ POSTMARK DATE COUNTY SSN 090-1e-7076 (FIRST) (Mil e CUMBERLAND DATE OF DEATH REGISTER OF WILLS m TOTAL AMOUNT PAID ~,/./ RECEIVED BY G ATUR MAR V C. LE S REGISTER OF WILLS REMARKS HAROLD HaAS SEAL CHECK" 10e ...,....--- ---------.---.--,:------------------ ------------ -----.. I ,. " . - -- . ... .- "--------- \ . .~ 7-~'---'.--.~..f4. r.. _ ~...t, .~"'.. " 1 . --. ... -, --. Register of Wills of Cumberland County, Pennsylvania [ INVENTORY Estate of EVEI.YN 11M:; '(G~ -Ill'll, No, also known as Date of Doalh 11/1(;/<)11 , Deceased Social Security No, O'lO-I:'-'(lJ"r. 1I^lmLI1 II^^S. Executol' Personal Representatlvels) 0' tho above EstBte, doceosed, vellfy that the IIams appearing in thn fullnwlnu Invnlllllfy lrll:hulo nil 01 tho personal auots wherever situate Bnd all 01 the real DIlate In the Commonwoallh 01 Ponn....lva"ll1 ul 'Rld 01111111'0111. Ihnl the voluatlon placed opposite each lIem 01 said Invenlory ropresentl II. Inir value nl fll tho duln IIllho OOI1f1"OIlI', dnDlh, nnd thot Decedent owned no ronl e8tale outside of tha Commonweollhol Penn.ylvanl" Dlilcepllh", whir:h "II,IIU" 1 III II mOl1lnlnlldlllll nt Ihu end 01 Ihlslnventoryo INrle verity Ihot the slalemonts modo In Ihls InvontolY nro lIue nntJ IlUffltll1. ItW., HIl"O,.hlll.' Ihnt lalse slatemants he,eln ore made subjecl to Ihe penallies of 18 Pa. C.S. Sectinn 40U4 ,,,lnUnu In UllIW1l1ll tnl.ilhJllIlIJII In nutho,ltles. Auorney: ......--, .-':-;/".,)c) J )j~.....,..... '1ItLloo.ltl lIH"~;:- FX~~'::;;-I.rll' - _. ~,<> ,--~ T)n~^Tn M ~^T7M^'I. F~Q I,D, No,: 07198 320 MUl'ket Stl'cet. P ,0, Box 12G8 lIurrioburg, P^ 17108-1268 Dnlnd Addle..: T.I.phon.: (7171 :',10-1, 1 (,1 Description Vnlull 1. 11028,627 ohureo Vl,IIW-lntcl'lIlediutc 1'el'ln Fun,l :!', ~):'.;'ll. 0 I 2, Vf.lm'-lntcl'lIlediute 'l'el'lII Fund - "ecl'u,,,] dlvldelHJ 11f1,I,(, 3, 51118.1.92 Olllll'CO VF1SF-ONl.I^ l'ol'tl'olln ~}n.()(jl. 11; I" VI'TfW-GNI.l^ Port 1'0110, uccl'ued d I v! d"ud 5, 2689. 1.3 Dhul'e~ Vunguul'd/,lcll""l'..,', llwonl<' Fund 1 ~; ~i . flO 6, 70,51.3.11 ohnreo VloIloIH-'l'l'C'Ullll'Y 1'01'1,1'0110 "fI,<);'O. '(3 '(0,51.3.11 7, Vl,U,IR-'l'rcuoury POI'tl'ollo. UCCI'u"d dl vllJ"nd 121. 91 Tolol: :!:222. 732 ,18 (AlIlIch Additional Shoels iI necessory) NOTE: The Memorandum of fe.1 eallle out.ide the Comnlllflwullh nll'nlJ".yIVlIIII.. "'''Y. '" thlllllflr.lInll 01 thll PlIlIlIlltlIllllJlllllllntallvll, Include the value oloach lIem. but luch figures .hauld 1101 be "llendltd Into Ihe 1111.111'"11. InvIIlltory 1.....IIWI "<t t:~ - N o.Y] ~ 5 (l.>C= ~ (J . t8> 0 IIJ r..) ()O \0 :L.o N r\ ... ,'" t: ch O) i1i! ~~-~ -0:;; -, ('! a3 ~.~ ~.c ~ .~ E a: a: 08 " , ". " .1'- -"---''''''F-_.';..-"','.-'_C~ ,,,~~ <, ,- -'.-: 1f".15oo EX. (1.9.) ~ ..:5" Illg:~ ",oS ..~.. I Z o '1= <C .~ :s o .. ~ .... '"'" " ~:$:r(\ -.~~ CQMMONWUlTH 0' HNN5'1'lVANIA DEPARTMENT 0' REVENUE DEPT. 280001 HAlRISlURO, PA 17'21.0MI DECIDfN' NAMI IIA' . III". AND MIODU INII.A\, ......, I V. .;<,33-- '-I INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) t FOR OATIS OF DlATH AnlR 12/31/91 CHICK HIRI IF A SPOUSAL POVIATT CRIDIT IS CLAIMIO 0 FlU NUMI8R ~ I. Original Relurn 0 2, Supplemenlal Rerurn o 4. Limited E.rale 0 AD, Furure Int"e.' Compromhe (fo, dole' 01 d,o,h oher 12.12,B21 [] 6, oeceden' Died Teltale 0 7. Decedent Maintained a living Tru.t (Alloch copy 01 WillI (Alloch copy 01 T,u"1 ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAME COM'UTE MAlUNO ADOIUS RONA!.D ~l, KATZMAtl. ESQ. GOLDBERG, KATZ!,!AN ~ mlIPI4AR, P,~iS' nU'HONE HUMIU t);-..... :T) 8 320 Market Street,;:!.O, BOle 126e" ' 1. Reol ElIo" (Schedule AI (I I 2, Sloch ond Bond. (Schedule 8) ( 2 ) 3, Clo..ly Held S'ock/Pollne"hlp In'erOl' (Schedule C) (3 I A. Mortgage. and Nate. Receivable ISchedule D) ( 4 ) 5. Calh, Bank olpal"1 & Mllcellaneou. Per.onal Proper'y (5) (Schedule EI 6, Jointly Owned Property (Schedule FI 7, T,on,fe" (Schedule Gl(Sch,dule l) 8. Tolal Grall AllltlltotalLln.. 1.7) 9. Funeral Expen..., Admlnl.trative Co.r., Mileelloneaul ( 9 I Expenle. (Schedule HI 10. oebll. Mortsage L1ablllll.., L1enl (Schedule I) 11. Tolof Oedudlon. ('0101 UnOl 9 & 10) 12. Net Value of E.tole (line 8 mlnulLlne 11) l:J, CharUable and Govlrnmenlal Beque.1I (Schedule J) 14. Net Value SubJect to Tax (Un, 12 mlnullIna 1:J) IS. Spou.al Tronde,. (for dale. of d,alh oh.r 6.30.94) 5.. Instruction. far Ar,pllcable PI,cenlaoe on Reve,.. (15) 213 ~ 312.22 Sid,. (Include valu.. rom Schedula K or Schedule M,) 16. Amount of line 1". laxable 01 6% role (Include valu.. from Schedule K or Schedule M.) 17, Amoun' of line 14 laxable 01 15% role (Include valu,. 'ram Schedule K or Schedule M,) 18, Principal rax due (Add tax 'rom L1n.. 15, 16 and 17.J 19. C"dlll Spoulal Poverty Credit Prior Pcymenl' Dllcaunt + 6,000,00 + 115,70 20. If line 1911 9l1al., than line 18, enlar the diH"ence on line 20. Thllll the OVERPAYMENT. ElD 21. If Line 18 II oreot" than line 19. entar the dlff"ence on line 21. Thill. Ihe TAX DUE. A. Enllr thelnler..t on the balance due on Line 21A. 8, En'or Ihelolol 01 line 21 ond 21A on line 218, Thl.I,'h, BALANCE DUE, Moh Check Payable tOI Regl..e, of Willi, Agent lS fil III o IlAA3, EVELYN SOCIAL uculnv NUMUll DATE 0' DIATH 090-12-7076 8/16/94 21-9"-0763 COUNTY CODE DICIDINt" COM'UU AODII" YEAR NUMSER I" A''lI(AIUIIUI'I'I.,NQ llOUU I HAIoI''''AII. IIlUANlllollllOlIlNillAl1 lIaro1d lIaas :illS "'co "'z 3~ z o ~ E ~ III '" 5/15/15 121 S. 27th Street Camp Hill, PA 17011 COllftl Cumberland AMOUNt IrCIIYED (~U rNSlllUCTlON'1 llCJ-O' -1ll.6'; ;~213, 312,22 o :J, Remainder Return 110, do". 01 deo,h p,lo, 10 12,13,821 o 5. Federal Eltot. Tax RerUln Required _ 8. Tolal Numbe, of Safe Oepollt 80... "" ~ :j ::t ., N , C,; 0> (, ~} I.',' ::' --' " ':',1 .,. ...;.' , ...-..,-' :!:L: =iJ \.J f.j th' 0 .,. - 222,732,lb (6) (71 1.,7"" 3' 0.1.19,06 (BI 227,1.<;<;,<;1 (101 (161 1..7"3 3'1 (Ill 0,1.10 0;; (121 218,035.55 (13) (lA) 218,035,55 x, .QlD 6.399,37 )( .06. "'R~ hn )( .15 . (I B) fj ,fjF\" ,77 (19) 6.115,70 (20) (211 ,,!';!'; QR (21AI (2181 3!';f) 9R (17) Inl""1 Chl!clt hl!fa if you arc foquO\ting a rofund of your ovofpaymon'. ':;::';:j: ,;" , BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH:C .~",<!::"ft>\':,',:',"~,;,: Und" penallle. of perjury. I declare rhot I have examined Ihll relurn, Including accompanying tchedulll and .rot.menu, and to the be" of my ~nowl.dge and beUef. it I. 'rue, corred and complele. I declare that all real e.lat. hal been ,eporteer al tlue mOlkel value. Declaration of prepare' other than the penonal r.pre..nlallve II bated on olllnformatlon of which prepare' has any ~nawl.dge, SIONAlUU O. '!UON IIU'ON'IIl! 'OI'IUNQ IlUUIN ADDII1" DAU - ='~ C', / .),__ (Jd~~.L'/ t, '--.....J...--(':(AoL. 1 (~rp (. ('Ilmll I r I IVt:c.. (.11." II NATU 01 '1I1'AIU OT'iU~Y')UrIUfH AllV ADDIEU DAn I ....-..~~ .,q/.-___ I',{), Box 1268, 1I''''I'I:;bul',(, I'^ 17108-1268 //2.(/?j, , ,-1 UV.I$03 U+ (4,10) ~.~.~ '!:.ff/i~ COMMONWI!ALTH 0' PfNNSnVANIA INHUIITANC! TAX IIUUIN aUIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS AND BONDS EVELYN HAAS (All proporty Jolntly-ownod wllh Righi 0' Survlvorlhlp mutt bo dltclo,od on Schodulo F,I ITEM NUMBER I, 2. 3, 4. DESCRIPTION 4028.627 shares VMBF-Intermediate Term Fund, valued per letter (attaehed) Accrued Dividends 5148.492 shares VFISF-GNMA Portfolio, valued per letter (attached) Aeerued Dividends 2689.43 shares Vanguard/Wellesley Income Fund, valued per letter (attached) 70543.11 shares VMMR-Treasury Portfolio, valued per letter (attaehed) Aecrued Dividends '-"-"_"'-~"'---_"""".--W'~_"_""'!__""'_ TOTAL AI,o onlor on lino 2. Roca Ilulallanl .." '~f,'~4t ~ I FILE NUMBER 21-94-0763 VALUE AT DATE OF DEATH 52,211.01 118.46 50,661.16 155.80 ',. 48,920.73 70,543.11 121. 91 ....., 1""'1 .tV-lSOfU.llllI, ~ COMMQNWIALJH 0' PINNSYlVANIA INHUltANCf TAX IUUIN RUIOENT DICIDINT SCHEDULE F JOINTLY.OWNED PROPERTY ESTATE Of EVELYN IIMS fiLE NUMBER 21-94-0763 Join' 'onon'I.). NAME A. Marilyn S. Haas ADDRESS 121 S. 27th Street Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Daughter B, C. Jolnlly-ownod proporty. ITEM LmER DATE NUMB!:I fOR MADE DESCRIPTION Of PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE Of JOINT OF ASSET 'If> INT. DECEDENT'S INTEREST TENANT JOINT 1, A 4/12/85 Dauphin Deposit Bank Money 4,419.86 50% 2,209.93 Market Aeeount No, 0094352291, valued per letter (attached) Aecrued Interest 1.16 50% .58 2. A Mellon Bank Money Market 5,025.63 50% 2,512.82 Aeeount No. 250-070-4115, valued per bank statement (attaehed) TOTAL (Alto onlo, on IIno 6. Rocopllulolionl S "7"7 77 (If more spac. js n"d.d ;mlrt additional .h.,ts o( 10m. size) TATE OF EVELYN HAAS ITEM NUMBER 11\l.1S1I1I. p.1I1 '\ f"'""'I ~J~~" _$fIJJ. COMMONWfALfH O' PENNSYLVANIA INHERITANCe: fAit RETURN RESIDENT DECEDfNf SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES DESCRIPTION AMOUNT A. Funlral Expln..., B. 4, C. 1, 2, 3. 4, 5, 6. 7, 8, 1, Myers-Harner Funeral Home, Inc. 5.340.00 148.40 Deisslers Flowers 1. Admlnl.tratlv. CO.t" POrlanal RoprelOn'atlve Com minion. Social Security Numbor of Perianal Rop"lOnlatlvOl Year Com minion. paid 2, Allorney Fo.. Goldberg, Katzman'" Shipman, P.C, 1.500.00 3, Family Exomptlon Claimant Harold Haas 2.000,00 Relationship survi vina snotJ!'IP Addron of Clalman' 01 docedent'. deo,h S'..et Add..n 121 S, 27th Street City Ca.mn Hill Slale PA Zip Code 17011 Probata Fo.. Register of Wills MllclUanlou. Exp.nlO" 291.00 Register of Wills - filing fee for Inheritance Tax Return and Inventory 25.00 15,56 The Sentinel - Legal Notiee Cumberland Law Journal - Legal Notice 40.00 TOTAL (AI.o onter on IIno 9. Recapitulation) llf mort .pac. I. n..ded, InlOrt addItional .h..t. of .ame .1...) S 9,419.96 exhibit A .'" ,ft; n n ~-- " ~ r-. BVELYN HAAS BSTATE Pennsylvania Inheritance Tax Rcturn Tahle of Contents for Exhlhlts BXHlBIT A. Miscellaneous Documents - Bxhlhlt Table of Contents BXHIBIT B . Copy of Will BXHIBlT C Stocks/Bonds (Schedule B) - Items 1,2.3, and 4 BXHIBIT D Jointly-OWned Property - Items I and 2 IIJ!n'llXllpol.hul " " i'C exhibit B 1"'"'\ ,~ .. 1 r'I . ITEM II: I acknowledge that, as of this time, the home in which I reside with my husband, Harold Haas, is titled in us as tenants by the entirety, so that it, and all personal property therein not otherwise identified as being solely owned by me, shall not pass under this Will, but shall pass by operation of law in the event that I predecease him. ITEM III: I bequeath my household and personal effects, jewelry, automobiles, and other tangible personalty of like nature, other than that referred to in ITEM II. above, to my husband, Harold Haas (hereinafter my "Husband"), if he survives me. If he does not so survive me, I give and bequeath all of my said tangible personal property to my daughter, Carolyn S. Henry, now of East Hartford, Connecticut, provided she survives me. It is my wish that she allow my daughter Marilyn to use such of these items as might be needed by her. If my daughter carolyn fails to survive me, I direct that said assets be divided among such of her children as survive me, and my daughter, Marilyn, if she survives me, in the sole discretion of my son-in-law, The Reverend Paul E. Henry, Jr.; any items not desired in kind shall be disposed of by gift or sale, and any proceeds placed into my residue. ITEM IV: If my Husband, Harold survives me (and I direct that, for the purpose of this Item, he shall be deemed to have survived me, unless it appears unmistakably that he predeceased 2 "' -. me), and if the federal estate tax due because of my death will be reduced by making this gift for his benefit, I give, devise, and bequeath to my Husband, Harold, absolutely, the least amount (based upon values as finally determined for federal estate tax purposes) as shall be needed for the federal estate tax unlimited marital deduction to reduce the federal estate tax to the lowest possible figure after full use of all other deductions and credits allowable in calculating the federal estate tax, except that such amount shall be calculated without regard to the augmenting of my taxable estate by reason of generation-skipping transfers, and without regard for any credit for state death taxes that would not other~ise be payable. Accordingly, I direct that: A. If the marital deduction, or any similar benef it, is allowable with respect to any property, including property held by entireties, which my Husband has received prior to my death, or at my death will receive otherwise than pursuant to this ITEM IV., the value of such property shall be taken into consideration in calculating the size of the gift under this ITEM IV. B. No property ineligible for the marital deduction, or any similar benefit, shall be distributed to this bequest for my Husband, pursuant to this ITEM IV. 3 ~ t'"'\ C. Either cash or investments or both may be allocated to this bequest under this ITEM IV. D. Any property allocated under this ITEM IV. in kind shall be valued at the value at which it is finally included in my gross estate for federal estate tax purposes, provided that the aggregate market value thereof on the date of allocation (plus the value as finally determined for federal estate tax purposes of all other property qualifying for the marital deduction) is at least equal to the dollar value of the marital deduction as finally determined for federal estate tax purposes. E. If any provision of my will shall result in depriving my estate of the marital deduction for federal estate tax purposes, such provision is hereby revoked and my Will shall be read as if any portion thereof inconsistent with allowance of the marital deduction for federal estate tax purposes is null and void. ITEM V: If my Husband, HAROLD HAAS, survives me (and I direct that, for the purpose of this Item, he shall be deemed to have survived me, unless it appears unmistakably that he predeceased me), I give, devise, and bequeath all of the residue of 4 1"""1 ~ my estate, not otherwise disposed of above, whether real, personal, or mixed, and wherever situate, including any property over which I shall have any power of appointment other than any such power given to me in any will or inter vivos trust of my Husband, to my Trustee, hereinafter named, IN TRUST NEVERTHELESS, for the following uses and purposes: A. My Trustee shall pay so much of the net income therefrom as my Trustee, in its sole discretion, may from time to time think advisable to my Husband, for and during his lifetime, and accumulate and invest any income not needed. B. My Trustee shall pay as much of the principal of this Trust as my Trustee, in its sole discretion, may from time to time think advisable for the support of my Husband, or for medical care for my Husband during his illness, with such payments being made to him, or else applied directly for his benefit by my Trustee, after taking into account his other readily available assets and sources of income and support. By this Trust, it is my intent not to displace any source of income otherwise available to my Husband for his basic support, including any governmental assistance 5 . .~------.,-.... ,"'~- .,_..-' -. ....... r"\ . . program to which my Husband may be entitled. This Trust is intended to be a discretionary spendthrift trust created for non-support purposes. No part of the corcus of this Trust shall be used to supplant or replace any public assistance benefits received by or through any county, state, federal or other governmental agency. It is intended that any distributions made by my Trustee be used to supplement, and not supplant, any such governmental benefits to which my Husband may be entitled. The following is a list of non-support purposes which illustrate, but are not intended to li~it, the type of expenditures which may be made by my Trustee to supplement available benefits: dental care; unreimbursed medical expenses; diagnostic work and treatment, rehabilitative training and experimental medical services; supplemental nursing care; recreation, cultural experience, outings and travel, including payment to others to accompany my Husband; telephone, television, and similar amenities; reading and education materials; and rehabilitative equipment and unreimbursed therapy. c. My Trustee may apply the net income of this Trust for the support of my Husband should'he, by reason of age, illness, or any other cause in the opinion of my Trustee, be incapable of disbursing it. 6 ........, (""'. D. Upon the death of my Husband, (1) My Trustees shall pay to or apply for the benefit of my daughter, Marilyn Haas, so much of the net income as they, in their sole discretion, deem necessary or appropriate for her welfare, comfort, and support, said payments to be made for and during her natural life; (2) My Trustees may apply or pay for the benefit of my said daughter, Marilyn Haas, so much of the net income of this Trust as they, in their sole discretion, deem necessary or appropriate for the welfare, comfort and support of my said daughter, should she, by reason of age, illness, or any other cause, in the sole opinion of my Trustees, be incapable of disbursing or receiving said income directly; (J) My Trustees shall reinvest any unexpended income as part of the principal of this Trust; (4) My Trustees may expend out of the principal of this Trust such sums as they, in their sole discretion, deem necessary or appropriate for the welfare,' comfort and support of my said daughter, Marilyn. In the 7 -'t.~ ~ r-.. . exercise of this power, my Trustees shall not be empowered to expend any principal where other income and sources of support and benefits are available or have been provided to my said daughter, same to include her separate estate and funds from any government agency. (5) Upon the death of my said daughter, Marilyn Haas, I direct that the then remaining principal, and any undistributed income, shall be paid over to my daughter, Carolyn 5. Henry, absolutely, or if she is not then living, to such of the children of my daughter, carolyn 5. Henry, as are living at that time, in equal shares, per stirpes. ITEM VI: The interest of beneficiaries hereunder shall not be subj ect to anticipation or to vOluntary or involuntary alienation. ITEM VII: I nominate and appoint my Husband, Harold Haas, Executor of this my Last Will and Testament. In the event he fails to qualify or ceases to so act, I nominate and appoint my daughter, Carolyn 5. Henry, Executrix of this my Last will and Testament, and 8 ........, C". if she fails to qualify or ceases to so act, I nominate and appoint Mellon Bank, of Harrisburg, pennsylvania, as Executor hereunder. ITEM VIII: I appoint my daughter, carolyn S. Henry, and Mellon Bank, of Harrisburg, Pennsylvania, as Trustees of the Trust established in Item V of this will. If my said daughter, Carolyn, fails to qualifY or ceases to act, I direct that she not be replaced and that Mellon Bank act as sole Trustee. I direct that my daughter, carolyn S. Henry, shall have the right at her sole discretion to dismiss Mellon Bank as a Trustee hereunder, and to designate a bank with trust powers, no matter where situate, to serve in its place. ITEM IX: The fiduciaries named under this my Will shall not be required to furnish a bond or security in any jurisdiction in which anyone of them may act, and if a bond is nevertheless required, it shall be without surety. ITEM X: My fiduciaries shall have the following powers in addition to those invested in them by law and by other provisions of my Will applicable to all property, whether principal or income, exercisable without court approval, and effective until actual distribution of all property: 9 .J """\ '" . (a) To retain any or all of the assets of my estate, real or personal, in their sole discretion; it is my intention that any residence owned by me at the time of my death shall be retained in kind so long as my daughter Marilyn desires to reside therein and it is practicable for her to do so; this decision shal.l. be made in the sole discretion of my Trustees, taking into account but not being bound by the desires of my daughter Maril.yn, but no purchaser shall. be required to inquire into or verify the validity of the right and power of my Trustees to sell said residence or otherwise deal with said property as set forth in subparagraph (c) below. (b) To compromise claims; (c) To sell. at public or private sal.e, to exchange or lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms as they deem proper; (d) To make distribution in cash or in kind, or partl.y in cash and partly in kind, and in such manner as they may determine, and at val.uations final.ly to be fixed by them. 10 ,"'""\ 1"""1 . We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator, Evelyn Haas, as and for her Last will and Testament, in the presence of us, who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. ~~~,,- residing , t ~ ~ (~:~ ~,l~)~~'C\ms. at ~f.(.jf /f,t~.., ~ ~/'oI~.e6- . //1- I~II'- ' , residing at:?<tx '-/37::; -eO r.\o. Y \-11 'C,c..<.", ,,7.1 .J1j ~I'~CC\N~~, ~ I/CQU 12 "'""' ('"'. ,I exhibit D --...., /~-\ :"'1-' , , ,"" ',,> D Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKET STREET, HARAISDUAQ, PENNSVLVANIA 17101 717255.2121 Decedent Confirmation Name: Evelyn Haas Social Security No.: 090-12-7076 Date of Death (000): 08/16/94 Account No. 0094352291 ------------------------ ------------------------ ------------------------ Type Money Market ------------------------ ------------------------ ------------------------ Date Opened or Issued 04/1 2/85 ------------------------ ------------------------ ------------------------ Date Closed or Matured ------------------------ ------------------------ ------------------------ Date of Death Balance $4,419.86 ------------------------ ------------------------ ------------------------ PLUS Date of Death Accrued Int. $1,16 ------------------------ ------------------------ ------------------------ Joint C>.vners (if any) Marilyn S. Haas or ------------------------ ------------------------ ------------------------ Date of Joint C>.vnership 04/12/85 ------------------------ ------------------------ ------------------------ ------------- ------------------------ ------------------------ ------------------------ Special Comments: N/A Additional information available at 520.00 per hour. One hour m1n;mum. Date Prepared: October 20, 1994 Prepared by: Cheryl A, Bowers Customer Management Information Dept, (CMI) Telephone No. (717) 255-2054 Form 00-020-216 (REV 7/93) Page 1 of 1 ""','~ ; tJr!,..J.-;.;--;~ ; 'I}'''':. 1'1" 0 ! ,M' l,l!I::,' ('~ I, j J"~ j 111;: l() \ ,,',.-J ,Jr,.. , I,'j !~iii'j';"'i:;::'i' I j'.. ') _'I ':,..-/. ,,",'jt,; ""):,~~:~ '. ~('\ '... .I>:,\' v,' ~ ,t.., nf Ill;" ,,1 ~2 ~J C~ \~ .'J , I /'/ ./ .,;.....J .-'" ,,, ""'- 0- Ul N ...I Ci :E en ~ o t; a: - LL . ~ Il. z -.: ~ " c.. . , .. ~ ~ - I- i =: !/) "', , ~ :;; 1 ~ I. o"J X 0 tl " .., ~ l- '1, .. _ U 1.;:1. ~ ~~~ig? ;::: ... 'J. '" , 'I. ~ :; :t : C t ~ N :: ~ .' . "~'~-~ .. .~ ~ ~ ~ ~ ' i. ; . ~ Ii ~ III tll o .J o o '<l' 'Set N Q ,., . In. ~ , ) ci ~~ G! '0 c.; '-~ \Q '~"f' ~;j - N , ,- ~ C;\j U' t,:,"L-o ;jJ~ ...., "' ::J 1;-. .~ a~ ," E ~ ~d a: III M :;:: 51 ~ g ~ fj k k >';:l ~'i:!8e:~ 'rl g >.11l 0 ~U 'i:! g,~ r>:'t:l;:lUl ~1a8g:~ JJ~'t:l;:l k s:: 0 . ~l~~~ Q) ;:l ~ ;:l'rl UU.QOM ;j1l-l5U~ II-lOoMU o o I- . '.AW Ol'PICI!8 GOLDDERO, ){ATZMAN & SIIIPMAN, RC. "O~ALO" "''''UIo4A,.. ....."M., II GOlDDUlQ r, L[I: SHIPMAN PAUL"", CIPO."O 1<1[11- HtNPtASHOT oJ. oJAY COOPt A THOM"S t. IIAU\IIN[A OAVID C. HILlt" .....wr. N, SH[[HA'" NICHAl'L A. ,.PolIO ..OH,...... ITATL[A "'PAIL L, I'RANQ'KU'A'I' GUY N. flAoo"a .InrERSO,",.J, SHIPNA" ""NOLO II. IIOOA'" o.IUU''r oJ. RUSSO "ARC "I rCUCHT[NBUQCA MICH,.,[\. oJ, CAOCCNI! nUD NAUKET 8TII88T HTHAWI1BIIltY SQUAUH I', o. nox IUUO IIAlUl18uuno, ,IHNH8YLVAHIA 17101)-1'100 TBLSJ1110Nn (717) IiiJ04-4IUI FAX (117) C[J4.0000 ,A"THUR L. OOUJhtrfO or COUNIUl YORK orrlCI> liD t, MARlin SUtUT "'OAK, P..., 17"01 (717) 843.1111' (CORRUPONP 1'0 HARRlBDURO O"'ICI:I Janullry 25, 1995 CERTIFIED MAIL (Z 044 064259) RETURN RECEIPT REQUESTED Officc of the Registcr of Wills of Cumhcrland Coullly Cumherland Coullly Courthouse I Courthouse Squllrc ClIrllsle. P A 17013 RI!o' E,\'lall! of EI'I!/yn Hat/.\' Fill! No, 21-94-0763 Ladies and Gentlemen: Regarding the lIhove-referenced ESlllle. we now enclose lilr tiling wilh your Office the filllnwing documellls; I, Twn (2) nrlgil1l1ls nf u Pcnnsylvimla Inheriluncc Tux Return; 2, Check H 102. pllyuhle lothe "Register nfWills. Agent" Inlhe umount nf $366,98, Ihe hulunce due nl1lhe Inheritul1ee Tux Rcturn; und 00 :0 Coi' ~ :011> &::.~. l '~,R ~l'" ~ ;\;~. I have 1I1sn enclnsed cnpies nf the Return und Inventnry filr you tn tlme-slamp lint! return'll)us 111 the enclosed sell~uddressed. Slamped envelnpe provided, C' ~ ,~ : : (-;1.: ..... ." - We alsn enclnse u check payuhle 10 "Register nf Wills" In the umoun~';'F:$ 25,00. the @:Jilr hllng the Relurn and Invemnry, , :i!S- ~ _~ 2, Twn (2) origlnllls of all Inventory . Cumhcrlllnd Cuunty Rcglslcr ul' Wills JlInullry 2S, 1995 Pagc 2 If yuu havc any llucstluns lIhuulthcsc dllCumcnls ur Ihls tiling, plcasc contact us. Thllnk yuu thr yuur cuoperlltlun. rSI?r;<~ Linda M. Eshelman Estatc PlIralcglll LE/lmc Enclosurcs cc: Dr, Hamid Haas, EKL'Cutor Ili.U*ll:RMKIIIM.'iIIJl1TI!k5\MW'INIII ~~ ~ :0::0 ~ ~1 ,~ 8 fi1"": ..,.., 'I , ~ ~'~ (.. p'~ ~: y ., 0. ~ q.<, cJ.... o ~. ;El :!-h .: cl :=: Ii"- - 1jj :'0':: N g, )>;:l ~ R6V-1547 EX AFP (12-94* /ICOMOHWUlIIIOF PENNSYLVANIA O[PAR,"[Hl Of REV[NU[ BUREAU or INDiviDUAl fAlCES . : DEP', 2'80601 r HARRlsaURG, PA 111ZI-0601 1'1 J~'j :\ NOTICE OF INHERITANCE TAM APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAM ACN 101 DATE 04-03-95 ESTATE OF DATE OF DEATH 08-16-94 ('I I VI','''. ,I FILE NO. COUNTY CUMBERLAND CHANGED ,00 222.732,18 I) 1: 00 ;.s ,,:, lJ.) ,00 ,00 4.723,33 ,00 (81 9,419,96 ,00 (111 1121 (131 1141 213.312,22 M ,03. 4.723,33 M ,06. ,00 M ,15. (181 AHDUNT PAID 6,000,00 366,98 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE NOTE' TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAM PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYABLE TO "REOISTER OF WILLS. AGENT" REMIT PAYMENT TO: RONALD M KATZMAN Esa 320 MARKET ST PO BOX 1268 HOG PA 17108 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Alnount Relllltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ii'Ev:is,,"'i"E'iCAW-iiZ':94Y-iliificnWYNHEifiTilifci-TAx-iiPPiiiiisEtiiil:r;-Aki."riWilNci-olin--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF ~tAX ''''; :J?i' ESTATE OF HAAS EVELYN FILE NO. 21 94-0763 ACN' 101 \I. DATE' 04-03-95 TAM RETURN WAS, (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. R..l Eat.t. (Schedule A) (1) 2, stock. and Bonda (Schedule B) (21 3. Clos.ly Held stock/Partnership Int.r..t (Schedul. C) 13) 4. Hortg.g../Hot.. Receivabl. (Schedula OJ 141 5, C..h/Bank Depolita/Hi.c. Parlonal Property (Schedule EJ (5) b. JointlY Owned Property (Schedula FJ C61 7, Transfer. (Sch.dul. 0) (7) 8. Tot.l A...t. APPROVED DEDUCTIONS AND EXEHPTIONS: 9, fun.ral Expan.../Adn, Co.t./Hi.c. Expan... (Sch.dule H) (9) 10. Dabh/Hodgeg. Liabilitia./Lien. ISch.dul. I) 110) 11. Tot.l D.duction. 12. N.t Value of Tax Return 13. Charitebl./Goy.rn~antal a.qu..t. CSchadul. ~) 14. N.t Velu. of E.t.ta Subjact to Tax r\; OU I "" tl_, ' 227.455,51 q.41q q/i 218,035,55 ,00 218,035,55 NOTE: 14, 15 and,ar 16, 17 and 18 will returns assessed to date. If an assassmant was issuad previOUSlY, lines raflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Anount of Lin. 14 at Spoulel rata (15) 16. Anount of Lin. 14 taxable .t Linael/C1... A rat. (16) 17, Anount of Line 14 taxabla at Coll.taral/Cl... 8 rat. (17) 18. Principel Tax Dua TAX CREDITS: PAYHENT DATE 11-10-94 01-25-95 RECEIPT NUHBER MH913175 AA022756 DISCOUNT l+ I INTEREST (-I 315,79 ,00 6,399,37 283,40 ,00 6.682,77 6,682,77 ,00 ,00 ,00 . IF PAID AFTER DATf INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, VDU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS,I INTEREST I r.etu.1 .rror. dlseov.r.d on this n.u....nt .hoUld b. nddr....d In wdUna tal PA O.p.,.h.nt of A.v~., lurnU of Indlvldu.1 Till", AfTNI po.t A.....II.nt AIVI.w Unit, D.pt. 21D6DI, H.rrhbur" PA 11128-0601 Phon. (7171 787'6505, S.. pig. S of th. bookl.t Rln.tructlon. for Inh.,.ltane. TaM R.turn for a A..ldent D.c.d.ntR (REY'15DI) for .n .MPlanltlon of a~lnl.tr.tlv.lY correct"bl. .r,.orl, If anv hM dU' Is Plld within thr.1 UJ uland." .onth. aft.,. the daud.nt', dnth, a five Plresnt (Sin dhcount of th. teM paid h .110M.d. Int.rut is chlrg.d b.glnnlng with first day of d.lInquency, 0" nine (91 .onth. end on. (U dn f,.on the d,,'e of d..th, to th. data of p"y..nt, Te... which b.ca.. d.llnquent b.fo,.. Janu."y I, 1912 b..,. Int.r..t .t the ,.It. a' ,1M (6~) p.rc.nt p.r nnnun c.lcul.tod .t a d.lly rnt. of ,ODDI6~. All t.... which bec... d.llnqu.nt on end .ft.r Janunry 1, 1912 will bur Int.,.st nt n ",t. which will v.ry fro. cal.nd.r ynr to ul.nd.r V." hlth thBt tIt. arv,ounc.d by the PA D.p.rt..nt of R.v.nu.. The appllcabl. Intlrut r.tu 'or 1982 through 1"5 .r.' RESERYATIONI E.tat.. of d.e.d.nt. dying on or b.for. O.c.abar 12, 1912 -. If any 'utur. Int.r..t In the ..tate I. tran.f.,.r.d In po.....lon 0,. .nJoy..nt to Ch.. a (co11.lIr.1I b.n.flclarlu of the d.c.d.nt aft.r th. ..plr.tlon 0' any ..,.t. for IIf. or for V..'" the Co..onwulth h.,.by .Ilpr...ty nllrvu the ,.haht to .ppr.hD end ...... tran,fe" Inhe,.ltanea T.llu nt the lawful Clel. . Icoll.t.,..11 ,..ta on any luch futur. Inte,..,t. PURPOSE Of NOTICEI To fulfill the r.qul,....nt. of S.ctlon ZI'O of the Inh.,.ltanc. and E.t.t. T.M Act, Act ZZ of 1"1. 72 P.I. S.ct Ion 2140. PAyttENTI D.tsch the toP porUon of thls Hotlu end .ub.1t with 'lour p.y..nt to th. Reglat.,. of Willa prlntd on the ,.ev."'. .Id., --M.k. check or .on.y order p.vabl. tal REGISTER OF MILLS, AGENT All p.y.ent. r.c.lved .h.U "rst b. appll.d to any Inllrut which .n b. due with any r...lndlr .ppll.d to tha tBM. REFUHO ICRI, A nfund of . ta. cr.dlt, which Wal not nqu..tad on th. TaM R.turn, ..'1 ba nquut.d bv eo.plaUn, an "Appllcltlan for R.fund of p.MlYlvanl. Inh.,U.nn and E.tat. Tall" IREV-UUI. Application. ara avallBbl. .t tha Offlc. of the Ragl,tar of will., .ny of tha IS Revenua DI.trlct Offlc.., or by call1na tha .p.cl.l Z~'hour an.w.rln, .arvlc. nuab.rs fa" for.' ard.,.lngl In P.nn.vlvanl. I-BDD-S6Z-ZD5D, out.ld. P.nnsvlvanl. and "lthln loul H.rrlsburg ara. (7171 717-BD9~, TOO' (7171 77Z-ZZ!iZ (H.arlng lapalr.d Onb). OBJECTIONSI Any party In Int.r..t not tatl.fl.d "Ith the .pp,..I....nt, .llo"anc. 0,. dl,.llo"anc. af d.ductlons, or I.......nt of tell (Including discount or Intarut) aI .hawn on this Notlu w.t obJ.ct within .bty 1601 d.y. of r.ulpt of thlt Hotlc. bYI "wrlttan prat.lt to the PA o,p,,".nt of R.v.nu.. 1I0ard of Appuls, D.pt. zalOZI, Harrisburg, PA 17UI-la:u, OR .-.I.ctlon 'a hlv. the .attar dat.r.ln.d at "udlt of th. eccount of the p.r.anll rapr...ntatlva, DR --BPp..l to th. Orphan.' Coud. ADMIN ISTRATlVt CORRECTIONS I DISCOUNT I ~ Int.,..t Rala Oallv Int.rut Facto,. ~ In",..t R.te 0,,11'1 Int.r..t rllctor I"Z ZU .0005108 1917 OX .DD02~1 I"S 16:( .ODDUI 19.1-1991 Hi( ,DOnal 191" 11:C .DDDSOI 199Z 'X .DD0241 1915 U:C . GDDS56 1995-I'" 7X .DOOI9Z 1916 IU .0002'4 ..., 'X ,DDDZU --In,.,...t Is ulcul.t.d .. fallow" INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS D~LINQUENT X DAILY INTEREST FACTOR --Anv Notlc. I..ued .ft.r tha t,M bacaa.. d.llnquent will r.fl.ct an Int.r..t c.lcul.tlon to flft.an (IS) diva b.yond th. d.t. of the ........nt. If p.y..nt I. ..d. .ftar tha Int.r..t coaput.tlon dlt. .hawn on the Notlc., addltlon.1 Int.r..t au.t ba calculated, . ..\ , /AJ- )y j) STATUS REPORT UNllER RULE 6.12 00 r:: ;.-' , '0 \,\ 'n;:J) . - ,,~ Name or Decedent: EVELYN HAAS C. L. , !:':! Date of Death: AUl1ust 16, 1994 Will No, Admin, 1994 - 00163' ,:-\ "J 1..-1,_, Pursuant to Rule 6,12 or the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration or the estate is complete: Yes X No 2, If the answer is No, state when the personal represelllative reasonably believes Ihat Ihe administration will be complete: 3, If the answer to No, I is Yes, slate Ihe following: a, Did the personal represenlative file a final account with the Court? Yes No X b. The separate Orphans' Courl No, (if any) for the personal reprcsentative's account is: c. Did Ihe personal represcnlative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases. joinders and approvals of formal or information accoulllS may be tiled with the Clerk of the Orphans' Court and mny be nunched to this report. ).:i ) '19 ~~); ? ,v..',l.L'/---J."...."" / Signature f Date: Tv I. '/ I Harold Haas 121 S, 27th Slreet Camp lIill. I'A 17011 (717) 763-1540 Capacity: X Personal Representative Counsel for personal representative II.MI:M'.1: RMK:I!.Ullll\ha.utt.l11 , LAW OFPIC08 GOLDOBRG, KATZMAN & SHIPMAN, P.C. ~... KATZMAN KA.MY',0ClLI*:~ f, UI...-uAH 'IoU. J _POlITO ......ICll.....,' J_JAYCOONfIl THOUAI I. IMJfrCft OAWJC....WLIl JOHN A. .TATUfIl N'tU.1,. .TIWG<<UTAY OlJ'ttlllllOOO<l ..,nJttoHJ, ..-.uH MHCUIo. '"""" "M'I' J. RUllO IC.MIH" 'EUCHTl:HIl'ItOU UICHAILJ,ClUXtNlI DIIlW ....... Nil,""" L-oou.lRa or COUNIIL 3:10 MAnKBT 8TRHBT STRAWUBRRY SQUAR8 P. 0, nox nu. IIAnRI8DURO. PRNNSVLYANIA 17101101 :101 TBLBPItONB (J'17) 234,4181 PAX Cfl?) 23.,0808 ,"*Of',a 1111 I&IrItIlIt IfMn 'fOIIUCro'" 11'.0' (7t,)..~ftlJ CNlLIIUIor'lCI: OM" POUf'MT ITNI' eNIL*.I"A 1fOIl PI7)I"" July 21. 1995 CCOMIIPOHD TO tllIUW:IlIltOOFnct:1 Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Evelyn Hans Estate File No. 1994-00763 Ladies and Gentlemen: Enclosed herewith for filing is a "final" Status Report under Rule 6.12 in the above- referenced estate, Please date stamp the copy attached and return to our office in the envelope provided. Thank you for your attention ill this matter. I , ,)ourst,uty, .,Q , --.:.1,' 1 j I' l[\/}) ~ lttuL____. ( j'< Ci)(da.~.)fslfe~lIn1f I \. / Estate Paralegal , , '-' no ~ ~~ ''; U\ ::JJ ::Vq, ;.J t'. LE/lme Enclosure L r:-" I~ N J'~ ::.. " I ;~.~ ~\J (.; '"