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HomeMy WebLinkAbout94-00764 21 - 94 - 764 ANU\';S, VAIIOIIN & BANOS ^"TOUNBYS ^T I.^W r\un NOUTII Twm.I'T1I HTlUurr n I). nux lUll I.I~MOYNJ';, JlHNNHYJ.VANIA 17lM.a TrU.ll.rnONIt I1Ifl70I.naru HAHIII\I. 1M ANUY,!<t UI((IlIUr. A. \'"IIUIIN, III HICIIA'U. I.. IlANOH D. IIAIfT nalDNK 31 August 1994 PAX "If I ,OI-14o'ft Mary C. Lewis, Register of wills Cumberland County Court House Carlisle, PA 17013 RE: Estate of Evelyn L. Beatty Dear Mrs. Lewis: I appeared in your office on 31 August 1994 to offer a will for probate in the above-referenced estate. The will, unfortunately, is undated. I was requested to submit a letter indicating the approximate date upon which the will was executed. After discussion with the Executor named in the will who happens to be the decedent's husband, it is our best estimate that the will was executed some time in June, 1992. If you require anything further in this regard, please let me know. Very truly yours, ANDES, VAUGHN & BANGS ~~~VaUghn, III wks cc: Mr. Walter L. Beatty ()() r"; ;. , "., :11 "" LU I ~~ ., PETITION )<'OIl IIIlOnA TE und GRANT OJ<' LETIEllS Bla/co! Evelyn/'ll\. Beatty Nu, d2/-1!f.-7!;J/ also kllOlV1I as ~~u ~~.- ';(' ~"'~'I\"_ To: i~' _\I Regbler uf Wills fl1r Ihe f),'ccCln'cI, CllllIlIY uf Cumberland Social SecurilY No, 174 - 2 0- 81 <18 Conlll1onweullh of I'ennsylvunlu The pelhlon of the underslgued respeelfull)' represenls Ihul: Your pethloner(s). who Islure 18 yeurs of nge ur ulder nUlhe execul or Inlhe Inst will of Ihe obove dc;,erdelll, dated / <;,<;.; L- ond eodlell(s) doted tf/ftk In Ihe nomed ,19_ (,tlUl' rclt'\'anl dh:UIIUluncc" t.8. renunciallon, Lle.llh of l,.'\l"(lllU', t'h:.~ Decendent wns domiciled at deoth In Cumberland fou,uv, l'enDsvlvanlll. with I' -er 1'51 faTlly or principal residence 1lI 3430 l,jreen :>tY"lrn , camp 111.1.1 Ijorough, l'ennsyTvan a lIl'l lUetl, number and mUllclpalJl)') DeefndeOJ,lhen 84 years of oge, died 1 July , 1994 , atHo y Spirit Hospital, East Pennsboro Township, Cumberland Cqunty, PA Exeeplos follows, decedenl did not marry, was not divorced lInd did nol hove 0 child born or odopled ofter exeeutlon of the will offered for probale: was nOllhe vlellm uf a killing ond wos never odJudlcoted Ineompelent: Deceodentot deolh owned properly with esthnnled volues os follows: (If domiciled In Po,) All personal properlY (If nol domiciled in 1'0.) Personal properlY In I'ennsylvonlo (If nol domiciled In 1'0.) Personal properlY In CoulllY Value of real eSlote in Pennsylvania situated os follows: Sl72,OOO.OO S S S WHEREFORE, pelltioner(s) respectfully request(s) the probate of the 1051 will ond eodlell(s) presented herewith ond the gront oflellers testamenfary (IC\lnmrnIDr)'j Dlhnlnblrnll\lll C.I.D.; admlnl\lrallon d,h.n.e.I.D.) theron. t_ 1< ;PI(,~( /,j~{- ~i WALTER L. BEATTY o 3430 Green Street l= ~~ Camp Hill, PA 17011 '!!~ .0 II .. Iii OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 0... PENNSYLVANIA } ss COUNTY OJ.' CUMBERLAND The petltloner(s) obove-named swear(s) or nffirm(s) thnt Ihe slatements In the foregolog petlllon ore true lInd correCI to the best of Ihe knuwledge ond belief of petltloner(s) and thai os personal represen- lative(s) of Ihe obove dceedelll pelltloner(s) will wellnnd truly administer Ihe estnle lIecordlng to law. Sworn 10 or IIfflrllW~sfnd SUbscribed4 ><. Jtfl ~.( /J.,..~ '" before me Ihls j ~ dci'X of WALTER L. BEATTr- ~' 7J;'2'-W/~~~;,~," .a~u!?J~ ~ ~ '7 U MARY C. LEWIS nl'Jlist,'r ~ ,/ (J E: 11/_ ..,;> '-\ <.Y ... ) .~ No. 21 - 94 - 764 Estate of EVELYN I.. BEATTY I Deceased DECREE OF PROnATE AND GRANT OF LETTERS 0\0. \.e.-\-1-e.(e> ~e."oKe..A - \'tew le.tk~~ i'SS,l.leA. AND NOW SEPTEMBER 8. 19lM-, In consideration of Ihe petition on the reverse sldc hcrcof, satisfactory proof having been prescnted beforc mc, IT IS DECREED thntthc Instrumeol(s) dated 1992 (See attached letter) described thercin bc admllled to probatc and OIed of record os the lost will of Evelyn L. Beatty nod Lcttcrs Tea t amen t ary archercbygrantcdto Walter L. Beatty {};J7,r~{}~ , FEES Probatc, Lcllcrs, Ete, ,...,.... S Short Ccrttncatcs(19 ' . . .. ,. . .. S ReQunelntlon ........"....., S X-pages S 6.00 JCP 5.50 TOTAL _ S '7'; nn Flied .... ?~~m1~~~. ,~\. )~.~4,.,....". MARY C. LEWIS George A. Vaughn. III (25650) ATTORNEY (Sup, CI, I,D, No,) 525 North 12th street. Lemoyne, PA ADDRESS (717) 761-5361 235.00 30.00 PHONE (j(" ..- :\1 l_,l :,':. -' Mailed letters and order to attorney on 9-8-94. tUMIlHll\, ".Nt tH(HJlltllll, CtHHI.CAft 11001 WABNING: 11 IS ILlXGAL TO ALllll Till[; COPY lJJl TO OUPI.ICATE BY PHOTOSTAT OR I'IIOTOCnAPIl. COMMONWEAL Tit OF PENNSVlVANIA DEPARTMENT OF It[AlTU VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO, 2125967 7-7-94 (j.I.Dll",...ulthItoC..M,~',UIl Name 01 Decedent F v.ely.n IUI' /.._, M,llo"" Beatty L"' Sex ----F--2.JIlR 1 A Soclel Security No. 174-20-819B Dale 01 Daath 7-1-94 Date of Birth 1_10_HI10 Birthplace Hunt:!'11gdon I PA PlaceoIDeath-1Jol,y,.""S"e.~rit Hospital po~,~berland E.(_,~~.~~"~,~o~:',~ Twp. Pennsvlvanla Race--J.jhi leA Occupallon Teeche~ Armed Forces? (Yes or No) No Decedent's MarltaIStatus-11.a=i.acLMalllngAddress~JLJ';reen St. Camp Hill PA 17011 ,~,,",t"'. bl'....t 1.:(11' o.l11*n Slell' Inlormant -W..alt..er I Name and Address 01 Funeral Establishment Reatty Funeral Director David M. Myers My~~s Funeral Home, Newport, PA 17074 (a) Ventricular A~~~~ie I nterval Between Onset and Death 15 Min. Part I: Immediate Cause (~ Coronary Arterv Disease (c) ConglUltive Heart Failure (d) Diabetes Mellitus Part /I: Other Significant Conditions Manner of Death: Natural IKl< Homicide 0 Accident 0 Pending Invesllgatlon 0 Suicide 0 Could not be Determined 0 Doscrlbe how Injury occurred: Namo and Title 01 Certifier W. Schaenen M.D. (M,D" 0,0" Coroner, M.E,) Address 425 N. 21st St., Camp Hill, PA 17011 This Is to certify that the Information here given Is correctly copied from an original certificate 01 death duly filed with me as Local Registrar. T he original certificate will be forwarded to the State Vital Records Office for permanent filing, f7 7'~8:J;g:,,, ~&c.l!L ,,~,~,:~55 7-5-94 .1Jl.1.JlJu~n!!.tt;2t;-,-, New B100mf:L~.J.9-,~!.LQ6B Oah.II<I'':'Il,,''1l t1~ LIlLa'''"",.!!... ~,1"..1 ^.1.l!~" (>1, lluHl.;(jh 'H""~'''l' , -0 :'...":,1 .,~ t>. r'..... "1 ". '/ <, Lt: t; -=J::> (JU \ . 21 - 94 - 764 LAST WILL AUD TESTAMENT OF EVELYN M. BEATTY I, Evelyn M. Beatty, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, pUblish and declare this as my Last Will and Testament as follows: 1. I direct my hereinafter named Executor to pay my just debts, funeral expenses and costs of administration of my estate as soon as possible and convenient after my death. 2. I direct my hereafter named Executor to payout of the corpus of my estate, all state inheritance taxes and federal estate taxes, if any be due, which may be assessed by reason of my death on property passing under this my Last Will and Testament, or on property passing to any person or persons by reason of joint ownership thereof, such as certificates of deposit, savings bonds, etc. to the intent and effect that no person shall be required to personally pay any Pennsylvania inheritance tax or federal tax thereon. 3. I give, devise and bequeath all the rest, residue and remainder of my property, both personal and real, of whatever nature and wheresoever situate to my hUsband, Walter L. Beatty, provided he survives me by thirty (30) days. 4. In the event my husband, Walter L. Beatty, should predecease me or die on or before the thirtieth (30th) day following my death, I then give, devise and bequeath all the rest, residue and remainder of my estate, both personal and real, of whatever nature and wheresoever situate as follows: (a) I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to Robert W. Manning, Sr. I<ATllY A. MORROW Allorneyallaw 217 S. Clulhl, Sheet P.O. DOl 250 N.w Bloomfield, PA 17068 (b) I give and bequeath the sum of Eighty Thousand ($80,000.00) Dollars to the Dauphin Trust Company, Harrisburg, Pennsylvania, IN TRUST for the children, living at the time of my death or born ten months thereafter, of my nieces and nephew, for the following uses and purposes: 1. The income earned from the said trust shall be used only for the education of the said children. Any monies remaining, including principal and interest shall be paid to each child when he reaches the age of 45 years. l(ATIIY A. MORROW "",crofy.1 l.1w 211S.CMlIll,Slfffl r.o. Bc~ 250 tlrw Dloomll,ld, rA 110611 (c) I give and bequeath forty percent (40%) of the remaining monies in the estate to winton E. Hewitt and Audrey J. Hewitt. (d) I give and bequeath twenty percent (20%) of the remaining monies in my estate to the Dauphin Deposit Trust Company, Harrisburg, Pennsylvania, IN TRUST for Carol Ann Knowlton and Richard M. Knowlton, for the following uses and purposes: 1. The income from the trust shall be paid to Carol Ann Knowlton and Richard M. Knowlton or the survivor during their lifetime. At and upon the survivor's death, the remaining principal and interest shall pass Brain Michael Knowl~on and Christopher Tyler Knowlton, provided that the children have reached the age of forty-five (45) years. In the event that they are under the age of forty-five (45) years at the time they would receive the monies, they shall receive the interest only until they reach the age of 45 years. (e) I give and bequeath twenty percent (20%) of the remaining monies in my estate to the Dauphin Deposit Trust Company, Harrisburg, Pennsylvania, IN TRUST for Janet E. Pearson and Scott Pearson, for the following uses and purposes: 1. The income from the trust shall be paid to Janet E. Pearson and Scott Pearson or the survivor during their lifetime. At and upon the survivor's death, the remaining principal and interest shall pass to their children, provided that the children have reached the age of forty-five (45) years. In the event that they are under the age of forty- five (45) years at the time they would receive the monies, they shall receive the interest only until they reach the age of 45 years. (f) I give and bequeath twenty percent (20%) of the remaining monies in my estate to the Dauphin Deposit Trust Company, Harrisburg, Pennsylvania, IN TRUST, for Thomas E. Hewitt, for the following uses and purposes: 1. The income from the trust shall be paid to Thomas E. Hewitt during his lifetime. At and upon his death, the remaining principal and interest shall pass to the children desginated in paragraph 4(c) above, provided that the children have reached the age of forty-five (45) years. In the event that they are under the age of forty-five . (45) years at the time they would receive the monies, they shall receive the interest only until they reach the age of 45 years. 3. I hereby nominate and appoint my husband, Walter L. Beatty, as Executor of this my Last will and Testament. Should my husband fail to qualify or renounces his right to act as Executor, I then nominate and appoint Winton E. Hewitt and Audrey J. Hewitt as Co-Executors of this my Last will and Testament. 4. I direct that my Executor or his successor shall not be required to give bond or other security in any jurisdiction wherein proceedings may be held in connection with my estate. this IN WITNESS WHEREOF, I hereunto set my hand and seal day of , 1992. '7-/~-'n h:;, '1J-U{~ (SEAL) Witness Witness on .- KATIIY A. MORROW AIIOln.y.fLaw 217 S. C.,/I5I. SlIut i P.O. eOJ: 2.50 ! 'I.w Bloomfleld, PA 17068 :i, \, ANJ}J,S, \',\tlCllli': & llANOS "AMII'H. I.. "NimH Ur.U1lClR A, \'At~U1IN. III NICItAtH. I.. llANO" ,I IlAIIT UUUNK A"I'1'OUNH'OS AT loA\\' nu:\ NnUl'1I TWIU,I'TH HTUlWl' H fI, lIuX lUll 1.lt~tO\'NB, J1HNNHYI.VANIA 170.W Ttn.'WUUHK "IF! 'mort:I'" 23 September 1994 'AX Ifl" 'OI-14:Jn Mary C. Lewis, Register of Wills Cumberland County Court House Carlisle, PA 17013 RE: Estate of Evelyn M. Beatty File #21-94-764 Dear Mrs. Lewis: Please find enclosed a check in the amount of $6,000.00 which is being submitted to pay the estimated inheritance tax liability for the above-referenced estate within the discount period. Kindly process this payment accordingly and forward your receipt to me. Thank you very much. Very truly yours, ANDES, VAUGHN & BANGS /?f/:;:/- ?- ~~rge A. Vaughn, III wks Enclosure ee: Mr. Walter L. Beatty Q0 -'i ,. '- ;.~ " . I I I I , I 1 j I I I I i ~ ~ ~ ~ I - r-b Vi Cl a ~ t < l%l ~ ~ ~ ~ :i E < z ~ n :< ~ :; ::: III ~ III Cl ~ ~ ;;J z _ cl ~ ~~ t " ~ 01 . ~ 0 z z Vi < ~ ~ III 0 ~ 7- ~ ~ -< .. --. ..- .... ~ ...., .-'. I-,r", - 11l c o-i o-i .~ Gl ~ 11l :::s .... ~ 0 ~~ .... :::s 11l 0 ,~u M tJI r-t Gl >,0 "" 11:....1' - I::: r-t .:::s 11l 0 - .,.jU ~ , :J , Gl'O HI::: '. III Gl 'o-lo-l U l.l 11l I Q).~ t'r~ , .' I III III , ~UU , I . -~ 'i' ~ ....' ~:1 I r .,~" .' '. " ! , ,..\ t- . ;" ,. f .' " . . 0' j , , , ,I " .1' " . .. ~ ,- .' ..;' -" , . ,j I , .. ... . ~. . . , , " " I '.' .---. ..-...,- -~_. -.- '" ' ~_ -lr , ' ..~....... , , I . .. ..--.....~. . "ANUEa. I., "NUll._ UP-OnIJR A. "AUOUN, m NICItAttl,I..IIANOS .I,II""T 1lII.oNII. ANDBS. VAIICllIN & n,\NOS ATTOUNFoYS AT loA\\" nun HonTII TWnI.I'T1I HTUlmT II, n. nux IUU I.HfloIOYNU, PJI;NNSYI."AN1A 1704a TKI.IU'1I0Jol K ,,,,) 'OI.~301 7 December 1994 PAX 1f1'1 ,nl'l..a~ Mary C. Lewis, Register of Wills cumberland county Court House carlisle, PA 17013 RE: Estate of Evelyn M. Beatty File #21-94-764 Dear Mrs. Lewis: Enclosed for filing in your office as a part of the above- referenced estate please find the original and one copy of the pennsylvania inheritance tax return. No tax is shown to be due on this return. In fact, the estate is entitled to a refund based on the previous payment made in the discount period. The original inventory is also enclosed along with in the amount of $25.00 to pay the filing fee for these documents. a check Kindly file these documents accordingly and contact have any questions or require anything further from me. you very much. me if you Thank Very truly yours, ANDES, VAUGHN & BANGS i::~ Vaughn, III wits ;;)8 ri'~) Enclosures cc: Mr. Walter L. Beatty '.. ' .u 8!Ji [\. .I - ~. '",. -.... ~. -.~ . .".,,- \~:i::f'; -,.,:" ~.~/~~. ..~."; ~ .'.r._ . 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'. ~.~,t,.,\." ~~ '=-J,,' ,'L..,';""", ,'" '().';. :-"', \' ';,'itt.",' 1 4~ ',,:l' ~~....l;; ,/ ';~~<:- '. ,. ,t,,-.'>'t:~ ~r"'~ '.-. ..',1 ,. :7,( - ". t.-.t,-; ~-- ,~~... '.- . 'J' .t.'..- ~ ,-; ': ".',' -",.".... 'h - '-.<.:. ,:... t,.'....I...cf..-:...:.L"" > r. ~ ~"L"':' r ~~ _........,1. 4.'" ~I' "'j~"'~ , '\<~,.,~"-"~L,'-.).,,I- ;"<I..~~.;....vf......,,;"';.;'i'c _"_"'" _.' .1 """-f .~ ~'I,,~ T" 'i __,...~.~~. 'l~\l: t.':.>".J'~ ~t~~~1I{H...U.'.-._!~/,.\;7,.:"1,;,' '::,).....',-_:._:~'~,'J'.~J! "..'.,'.1,,:.,,.,.,,, _ c'" ',',';".:"n.. :<'-'r"':''-'':.':'':f~''''!.. ;\....~~. ':-1., t>"C~I." ~""..'.l""~'h ./."..r'\"r"'~'."" .'.' l..~.:.,. T~'" a'I'" -"~ ."'....." "''''M.-,'(o.?t''"''''/'''''''tll-"''':'fJ.'~~rl'-'ll.".,.,. '/~1'.' " '-" I"-"~ "" .... d -'0'- '....'r.'..' ''''''. 1 ",..,' . t -...' :,r ~"'...-- ,',t'i- !,'-''J.'.a....~-.' ''0'.' hil jr.,"'" ",.'t' . '., '-' .'_"l""l''-<;' '\.',1,'~ "0>,'.\ .,'.'.;; .~, "".' '~~;;.""",,'.." ...""\""1 ""......f'.r.'."-(H =. (,-,." x_, ., . I , .. .~. '. 'i W,- '- I .\t.. ',~ .' -.....Ii-' ~.I..I..-... '/If:"'-" "'K:..n " r~~ "=: '<~::\' ':',-",-,,:~.,.: .~,<., ".1; ';"":,: "I,t'> _:T.,-' _~-,_ I _~:';t~-\.:';",;," .."--,:~~"",""'~"~:'...\,,,,'t.~'t... ,'14 II '. "._ ' ...,........~... -11 . _ ..-"""..Jl4.~. ~-. "V.' ..-, Inventory of the real and personal estate of EVEI,YN L. IlEATTY, deceased ========================================================================================= Assets Listed In Inventory IVlllued as of Date 01' Dellthl Fiduciary AcquisitIon Value Miscellaneous Personal Property: I Miscellaneous personal effects and clothing 200,00 Subtotal 200.00 Stocks/Listed: 2 794 Units; American Capital High Yield Tax Exempt Municipal Portfolio, Class A 8070 Units Franklin Tax Free Trust; PA Tax Free I ncome Fund 8,535,50 3 81,668. ,10 4 40 Limited Partnership Unitsi Indepro Property Fund (listed for information purposes only) 0.00 5 30 Units Kemper Tax Exempt Trust #23i PA PremIum Trust, Multi-State Series 29,475.00 Subtotal 119,678.90 Total Inventory 119,878,90 Dr, . \ <. . '_0.1 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 55: Walter L. Dcntty , ." sworn 'I d d h h is the Executor "_____._ accDrdlng to aw, CPO$O' an say, f at 0 ".-----------," ___ __~_______...._______ ...._ _ _ _ _,_, __,__ or tho E.talo 01 _ Evely.n M. ___~giltt;Y. lato of ~Jle_~orough of camp_Hill _ _ _________, Cumborland County, Po., docoa.od and that tho . him Executor within h an Invontory modo by ,__..______ __________~_ _ __ .. ___ __, tho said or Iho onllro ..toto 01 .aid docodont, con.htlng of all tho porsonal p,op.rly and roal ostato, oxcopt roal o.tato ouhldo Iho Commonwoalth or Ponn.ylvanla, and that tho IIgu,o. oppo.lto oach Itom or tho Invontory rop,o.ont It'. fair valuo a. or tho data or docodont'. dooth, baing duly __j.lJ.1!t..:1A~ and .ub.crlbod bororo mo, , 2 f~H(\ulf j-f.r l~L Ulll All I .\ 'I- ,_, /I0TARIA SEAL WWDY ~. lHfdR, ~cl'1rl fll'blic lcm""r.C' BOfCl, Ccml:cd.lIiQ CovnlV. Prt. t~~t +~omrni..~jorll),pirt.: ~~;JY 6. lCfi)'S tr.'/h'- JI,1~.0-- 11)t(U_ I'l (}L> / E..cutor . Administrator 3430 Green Street, Camp Hill, PA 17011 Add".. Data of Doath 1 July Month 1994 v.., D.y INSTRUCTIONS I. An Invontory mu.t bo fIIod within throo monlh. aftor appolntmont of porsonal roprosontatlve. 2, A supplomont Invontory must bo mod within thirty days or dlscovory of additional a..e", 3. Additional shooh may bo a"achod a. to parson ally or roally 4. See Article IV, Fiduciaries Act of 1949. .-j .-j 'M :z: e III H >< U .,; H ~ ... H .,. W ... .... .. ~ \C ~ ... .0: 0 .. 0 r-- w j:!: fil " 0'1 C 0.. U 0 0 III .c " . .. .c I g w '" C In C1 ,.. c<: w co .. .. .,. :I: 0.. . ;l r- 0.. ;l " '" ... -' u.. ~ 0 .,; \C III ~ Z 0 0 , u.. -' jj H 0.. :> :l: .... W 0 -< Z 0 t- en -< N > Z '" >< III .... . Z 0 C .:l " .... .0: ~ '" Z fil III 0 0 '" :> .c u III Z w -< .... 0.. fil ... .., C1 " H - .. 0 -.: 0 " III .<l .., ... L:l " E .!! 0 + .. ~ 0 -l U u: co -- ~ COMMONWfAtltt Of PlNN5nVANIA O(f'ARlM(NIOf A(VtNU( orPI.780601 IlAARI51URO, PA 11121.0bOl tllClOIt4 '. NAMIIV.U, 'IRU, AND MIDDH INITlAII I if - rJ, 3 3 ,- !J ~I rOR DATES or DEATH AFTER 1 ~131191 CHECK HERE INHERITANCE TAX RETURN ~o~::?yugtDIT 15 CLAIMED lJ RESIDENT DECEDENT flU NUMBER ~ (TO BE FILED IN DUPLICATE 21-94-0764 WITH REGISTER OF WILLS) COUNTY ~9DE YEAR NUMBER O(CIOINT'~ COMPltH ...OOJlIU AIV.I~OO H. I' VAl . ~ w:!1n lrlg:~ 0:"'9 ug:m :l1 ffi lil .., w '" BEATTY Eve1 n M. ~O(r"'l UCUllln NUMerll o...n Of OUIH 174-20-8198 Beatty, Walter L. XJ 1. Orlglnol Relurn OAT[ 01 IIITH 3430 Green Street Cump Hill, PA 17011 COUfI' umbe...r.L:1nn AMOUNT UClIVIO I~U 1I~$lIlU"ION$1 Entire Estate ULlOIl 91.0 SOCiAl UCU'UIl '~UMI(R 180-26-7132 o 2. Supplemental Relurn o 3. Remainder Return (for dolll of death prior 10 12.13.021 ail 5. Foderal Estotl Tax Relurn Required o A. limited Ellale 0 40. future InterlU Comprombe (for dal.. of doath oft.r 12.12.82) ~ 6. olceden' Died Te.,ote 0 7. Decedent MaintaIned a living TruI' (Allach copy of Will) (Attach copy 0' Tru.') ALL\CORRESPONDENCE'AND .CONFIDENTlALI,T AX ,INFORMATION SHOULD,BE:DIRECTED>TOi~I"i..;,~~ lit No\M( COMPUU MAIliNG ADDRU~ George A. Vaugim, III Andes, Vaughn & Bangs "'''HOH{ HUM'" "' ' 525 North 12th Street 717 761-:>J61 Lano e PA -1704J :1lffi ~'" ~z 8~ z '" ~ E :l1 .., w ~ z '" ~ 5 "- :Ii '" .., E , -.0.. 8. Total Number of Safe Oepoll' DaltO. 111 $119,678.90 (21 131 ( 41 15) $200.00 161 (7) $62.853.19 16) $182,732.09 (91 $11.712.50 (10) $70.00 (151 $170,949.59 (161 (171 Ollcaunl 'nl"e.1 + $269.29 1"1 (12) (131 1141 .03 )(._1:1 $11.7R~ so $170,949.59 t. Roal ElIale ISchodule A) 2. Slach and 6and. ISchedule 61 3. Clallly Held StackJPortne"hlp Inl"e.t (Schedule q .c. Mortgagel and Nalel Receivable {Schedule OJ 5. Ca.h~ Bank D.pallh & MI.cellaneouI P."anal Property ISchodule EI 6. Jointly Owned Property (Schedule F) 7, Trah"o" (Schedule G) ISchodule l) 8. Tolal Gran Aue" (Iolallln.. 1.7) 9. Funeral Eltpen..., Admlnl.lrative Co.,., MIIt,lIaneau. bpen... (Schedule HJ 10. Deb", Mortgage lIabllitl.., lien. (Schedule I) I t. T alai Ooduetlah' (Ialalllh.. 9 & 1 DI 12. Net Value of E.late (line 8 mlnu. line 11) 13. Charitable o!'ld Gavernm.ntal Sequell' (Sch.dule J) U. Net Value Sub ed to Tax (line 12 mlnusUne 13) 15. Spaulal Tranlfe" (fal datat of dealh oft" 6.30.9.c) 5.. In.tludlan. for Ar,pllcable Percenlage on Rev,,,e Side. (Include valu.. rom Schedule K or Schedule M.J 16. Amaun' 0' line'" laxable at 6% role (Include valu.. from Schedulo K or Schedule M.) 17. Amount 0' line'" taltable 0115% rate (Include valuel 'rom Schedul. K or Schedule M.) 18. Principal tax duo (Add tax from lInel 15, 16 and 17.) 19. Credits Spaulal Povorty Credll $Prlor Pgyments + 6,00U.00 20. If line 191. grealer than line 18, enl" the difference on line 20. This I. Ihe OVERPAYMENT. m ~.":r.r:I"II'If,.I_'J'I'.'I"."I'III'I'II'h.'.-r:'Irn":"r.I":'I_'J.I.J.....'..~....I'I.1 21. If line 181. greoler Ihon line 19, enler the difference on line 21. This Is Ihe TAX DUE. A. Enlerlhelnler," on the balance due on line 21A. S. Enter Ihe 10101 of line 21 and 21A on line 21 B. This Is the BALANCE DUE. Moh Chec~ Pavable lor Reglst.r of Will., Agent ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH . '~/!l~: 'i'<t~ ,. Under penahie. 01 perjury. I declare thai I have ekamined Ihll relurn, including accompan)'ing iChedul.. and slatement., and 10 the bell 01 my knowledge and beliel, i1lllrue, correct ond complete. I declare thai all real e.late hat been reparled 01 true markel value. Doclaratian 0' pre parer other than the pellanal reprllentallve I. baled on alllnformalion of which pre parer hat any ~nowledge, ~IGNA'U1.~JOf.'lIl$ON ~,U'ON$lllf fO~ IllING .nU~N AD~RU~ DAU -< IYtl/tcz/-1 /,/.-;1 34,,0 Green Street, CilJ11p Ifill, PA 17011 {..I?/~ir'/ ~IG"'A RE o~ ~R~RU IHU THAN HRUl,..TAllVE ADDRU~ DATE ' I ',. Ut/h 525 North 12th Street, Lanoyne, PA 17043 /,.} /.J/~ $170,949.59 $5,128.48 )( .06 Q )( .15 II (161 $5,128.48 (19) (201 $6,269.29 $1,140.81 (21) (21A) (2161 '. SCHEDULE "G"/TRANSFERS i ESTATE OF FILE NUMBER I I i 21-94-0764 iEvelyn M. Beatty SS. 174-20-8198 07/01/1994 1_________________________________________________________________________________________ ITEM DESCRIPTION OF PPTY NUMBER 1 Penn Mutual LIfe Insurance IndIvIdual (ImmedIate) AnnuIty Contract; .7773657 (BenefIcIary Is Walter L. Beatty, spouse of decedent) Xerox LIfe S1n91e PremIum Deferred AnnuIty; .136287-1 (BenefIcIary Is Walter L. Beatty, spouse of decedent) EXCLUSION TOTAL VALUE DECO'S OF ASSET ~ INT 11,532.00 DOLLAR VALUE DECO'S INTEREST 11,532.00 2 51,321.19 51,321.19 ----------------------------------------------------------------------------------------- t TOTAL (Also enter on lIne 7, RecapItulatIon) 62,853.19 i ------------------------------------------------------------------------------------------- I~ I . !. .. l~' ..1 i j....; ': l. II ;. I : It'.: .:: j .- - 1._, J ; ;.'. 1_, 1 Tho Punn Mutual LIf~ Insurancu Company Pans ion/Annuity Service Independenco SQun'o, Pni:nde1phin, PA 10172 1,01)0,640, I 1 lQ I l' ,.., Penn . ::J Mutual founded 1147 FAX COVER SHEET DATE I OCTOB~R 12. 1994 NUMBBR OF PAGES (inCluding cover sheet): 1 '1'0: NAME I COMPANY I ~TIN CHRONISTER DEPT. : FAX NO: 717-731-4411 FROM: NAME: D~NISE UNDERWOOD RPS DEPT. : EXTIII 7935 " FAX NO: (215) 956-7699 MESSAGE: ?-EI EVET.,YN M. BFIl.TT'l 1I7773G57 THE CO~~ED VALUE OF THIS POLICY 1l.9 JULY 1. 1994 WAS S7.417.1B. TH~ THE VALUE AS OF JULY G. 1994 WAS ALSO ~7.417.1B ~ ... - ...... _. .~ .. SCHEDULE "'H"/FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF Evelyn M. Beetty SSH 174-20-8198 07/01/1994 ITEM NUMBER DESCRIPTION A, Funeral Expenses: 1 David M. Myers Funeral Home; profess10nal funeral services and supp11es FILE NUMBER 21-94-0764 VALUE AT DATE OF DEATH 6,664.50 B. Adm1n1strat1ve Costs 1. Personal Representat1ve Comm1ss1ons 0.00 Soe See H of Personal Rep Yr Commn pd: 2. Attorney Fees 2,750.00 3. Fam11y Exempt10n Relat10nsh1p 2,000.00 Clmnt Wlater L. Beatty Husband Address of Claimant at decedent's death Street Addrs: 3430 Green Street City Camp Hill PA 17011 State Zip 4. Probate Fees 276.00 'C. M1scellaneous Expenses Reg1ster of Wills; reserve 15.00 for filing fee for 1nventory and inher1tance tax return 2 Register of Wills; reserve 7.00 for f11ing fee for Rece1pt and Release , I l----------------------------------------------------------------------------------------- : TOTAL (Also enter on 11ne g, Recap1tulat10n) 11,712.50 ------------------------------------------------------------------------------------------- SCHEDULE "J" BENEFICIARIES : ESTATE OF I FILE NUMBER 21-94-0764 AMOUNT OR SHARE OF EST Evelyn M. ITEM NUMBER Beatty SSM 174-20-8198 07/01/1994 RELATION- SHIP 1 NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests Walter L. Beatty 3430 Oreen Street Camp Hill, PA 17011 Ent1re Husband I I I I I :--------------------------------------------~--------------------------------------------: : ITEM AMOUNT OR : : NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF EST : I B. Char1table and Governmental Bequests I I I I , I , , , :-----------------------------------------------------------------------------------------: :TOTAL CHARITABLE & GOVERNMENTAL BEQUESTS (Also enter on l1ne 13, Recap) 0.00 : ------------------------------------------------------------------------------------------- I::,THV I.. IICrllc,W I.lle'MV flllllN ~17 S. C.rlid. ~I'ttl r.o. CCI :i!"O !hl; Idm."t;.r". fl. D'r.U! Ii LAST WILL AND TESTAMENT OF EVELYN M. BEATTY I, Evelyn M. Beatty, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as my Last Will and Testament as follows: 1. I direct my hereinafter named Executor to pay my just debts, funeral expenses and costs of administration of my estate as soon as possible and convenient after my death. 2. I direct my hereafter named Executor to payout of the corpus of my estate, all state inheritance taxes and federal estate taxes, if any be due, which may be assessed by reason of my death on property passing under this my Last will and Testament, or on property passing to any person or persons by reason of joint ownership thereof, such as certificates of deposit, savings bonds, etc. to the intent and effect that no person shall be required to personally pay any Pennsylvania inheritance tax or federal tax thereon. 3. I give, devise and bequeath all the rest, residue and remainder of my property, both personal and real, of whatever nature and wheresoever situate to my husband, Walter L. Beatty, provided he survives me by thirty (30) days. 4. In the event my husband, Walter L. Beatty, should predecease me or die on or before the thirtieth (30th) day fOllowing my death, I then give, devise and bequeath all the rest, residue and remainder of my estate, both personal and real, of whatever nature and wheresoever situate as follows: (a) I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to Robert W. Manning, Sr. (b) I give and bequeath the sum of Eighty Thousand ($80,000.00) Dollars to the Dauphin Trust Company, Harrisburg, Pennsylvania, IN TRUST for the children, living at the time of my death or born ten months thereafter, of my nieces and nephew, for the following uses and purposes: 1. The income earned from the said trust shall be used only for the education of the said children. Any monies remaining, including principal and interest shall be paid to each child when he reaches the age of 45 years. " " (c) I givc and bequcath forty percent (40%) of the remaining monies in the cstate to winton E. Hewitt and Audrey J. Hewitt. (d) I givc and bequeath twenty percent (20%) of the remaining monies in my cstate to thc Dauphin Deposit Trust company, Harrisburg, pcnnsyl vania, IN TRUST for Carol Ann Knowlton and Richard M. Knowlton, for the fOllowing uses and purposes: 1. The income from the trust shall be paid to Carol Ann Knowlton and Richard M. Knowlton or the survivor during their lifetime. At and upon the survivor's death, the remaining principal and interest shall pass Brain Michael Knowlton and Christopher Tyler Knowlton, provided that the children havc reached the age of forty-five (45) years. In the event that they are under the age of forty-five (45) years at the time they would receive the monies, they shall receive the interest only until they reach the age of 45 years. (e) I givc and bequeath twenty percent (20%) of the remaining monies in my estate to the Dauphin Deposit Trust company, Harrisburg, pcnnsyl vania, IN TRUST for Janet E. Pearson and Scott Pearson, for the following uses and purposes: 1. The income from the trust shall be paid to Janet E. Pearson and Scott Pearson or the survivor during their lifetime. At and upon the survivor's death, the remaining principal and interest shall pass to their children, provided that the children have reached the age of forty-five (45) years. In the event that they are under the age of forty- five (45) years at the time they would receive the monics, they shall receive the interest only until thcy reach the age of 45 ycars. Kf,t1IY /.. ,:OPICW t.llcrrty.tllW '11 S. (arli,I. SlIut r.o, Bu 2~O ; t~~.... Ll(,( ,.,!.tl:!, r" 17C ~e (f) I give and bequeath twenty percent (20%) of the remaining monies in my estate to the Dauphin Deposit Trust Company, Harrisburg, Pennsylvania, IN TRUST, for Thomas E. Hewitt, for the following uses and purposes: 1. The income from the trust shall be paid to Thomas E. Hewitt during his lifetime. At and upon his death, the remaining principal and interest shall pass to the children desginated in paragraph 4(c) above, provided that the children have rcached the age of forty-five (45) years. In the event that they are under the age of forty-five lJlIllml Slill!!!> Lulille (alld G""erallul,Skllllllill~ 1'laIl51",) Tax Return C.tllht 0' n Cllitcn or ftliidont ollho United Sluleti 1~I!O 1(1)aln10 instructionsl. To ho 1"'!l..,,,..."1 0'..... h...\.'t tllod for dccmllmts dying nflcf Decembor 31. ton2. rOf Plll)(!fWOIk Ueduclion Act '."1"",1 11o'~I'fll'" lioM..."... NoUce, '1'0 llano 1 of tho Inlhucllon5. ,. I)("(.odenl's'"\lll.,,ml nnd ",~IlI14! ....1';11 (;1.,011 11l.1111~n nanw!,ll Dnt') lb Ikocu..jt'I1I'G I.,~I '''lI1MI 2 Ooc;odonl" loclol Ivcuri1y no. l; EVelYII M. Bealty 174 :20 i0198 2 3a (lofl"c'lO at hmn 01 dll.llh Iwullty And ,HII/', or 10/ll'U" counlfy) 3b Year dml\tC11tJ I!!ola!lll!ohod .. 1)6110 of bIrth 6 Oalo 01 dea1ll .:l CalliI' lIill, l'^ 1950 01/10/10 07/01/94 "g 6a '~amo 01 .'Jlocutor (!oll'l' In!.lruc:.lIOIlSI 6b [JL'Cutor't; lIddm!.S tnumhUf nnd ,I'l'Ot Including Dllar1nwnl 01 LUllo no. 01 fural ;; Willle r I.. Ilea II y ,oulo. '''''' ",.n.", 1'0" oll,c.. ",I., on" 711' <<>do) 1 ~ ~ 1,,,,,,106 01,111 Uu 1!.4~d"-IHJ 1'II,m!> '~.:\HJ!I 1111'''' II'hluOI''I' HHDI 6c r.ocuio,'& wclal bOCUflly nurnLMJI (\110 m~l,ucllon!>) 3430 Green street 180 i 26 i 7132 Camp lIill, I'^ 17011 78 Name and IoCahon 01 coUl1 whOro WIll was probated or m,t.to adRllOlstclod Court of Common Pleas, cumberland County, ~ 8 II decedent died testate, check hmo .. Kl and ottach 0 certified cop' of the will. 10 II Schedulo R.tls aUached. chock here'" 0 1 Total gross estate (from Part 5, Recapitulation. pago 3,ltcm 10) 2 Total allowable deductions (from Pari 5. Recapitulation. page 3, item 20) . 3 Taxable estate (subtract Iino 2 from Iinc 1). . . . 4 Adjusted taxable gifts (tolal tDKllblo gifts (within tho meaning 01 section 2503) mado by tho decedent altor Decomber 31, 1976, olher Ihan gilts lhat oro Includible In decedonl'S 9ress estate (sectlen 2001(b)) 5 Add lines 3 and 4 ,..,."., 6 Tentotive tax on tho amount on line 5 from Table A In tho instructions. 7e II line 5 e,ceeds $10,000,000, enler lho Iossor elline 5 or $18,340,000. II line 5 Is $10,000,000 or less, skip lines 7a ond 7b and enter -0- on lino 7c. 7. b Subtract $10,000,000 from lino 7a 7b c Enter 5% (.05) oflin07b . , . . . . , . . . . , . . 8 Total tentativo tax (add lines 6 and 7c) . . . . . . . . . . 9 Total gift lox payable with respect to gifts mado by the decedent alter Oocembcr 3', 197G.lncludo gift I..es by tho decedent's spouse lor such spouse's share of split gillS (secllon 2513) only II Iha decodent was the donor of these gifts and they are Includible in tho decedent's gr~s estato (see instnJctlons) Gross eslato lax (subtract line 9 from line 8) . . . . M..lmuin unified aodit against eslalo lax. , . . II 192 900 00 Adjustment to unified credit, (ThIs adjuslmenl may not oxcood $6,000, Soo 1"'90 6 of tho Instructions.) . , . . . . . 12 13 Allowable unified credil (sub~aclline 12 from line 11). 14 Subtractlino 13 from line 10 (bu1 do not entar loss than zero) 15 Credit lot atate doath taxes. 00 not cntCf more than Iino 14. Computo the aedit by using tho BtTlount on line 3 loss $60,000, Soo Tablo 0 In the instructions and aUech credit evidence (BOO hlslrucllons) 16 Subtract IIno 15 from line 14 , . . . . . . . . . . . . 17 Credit lor fe<leral gHt tam on plO'I977 gHIs (secllon 20(2) (attach cemputalion) 17 18 CIOdit 101 10lOIgn d..lh tam (Irom SChedule(.) Pl. (AUach form(s) 706CE) 18 19 CredH for t.. on prior ~ansl"s (Irom Schedula 01. 19 20 Total(add lines 17, 18, end 191 . , . , , . . 21 Net estale tax (subtract line 20 Irom line 16) . . . 22 Goneratlon.sklpplng transfer taxes (from Schedule RI Part 2. Iino 10) 23 Soction 4980A Increased estala t.. (from Schedule S. Port I, line 17) (500 InslructlonS) 24 TolallfaMler taxes (add lines 21, 22. Bnd 23). . . I, 25 Prior paymenls, Explain In an a"ached slolement . 25 20 United Statos Treasllf)' bonds redeemed In payment 01 estata tax . 26 27 Telal(addlinos25and26). . . . . , . ..' ' . . . . 28 Bolanco due or 0 8 enl subtract line 27 from line 24 . . . . ., 28 Under penalties 01 perjury, I dectarelhat I have ...mined this retum, Incluchng accompanying sehedulOS, and slatemonll, and to tM belt of my knOwtedge and belief, 11 Is true. COIrect, and complete. Oeclar.tiOfl 01 preparef' aihe!' than tho e..eculOf' is ba$Od on alllntonnahon of whiCh prep.rer has any knowledge. 7b Case numbor Penn~ylvania 1994-00764 9 If Form 47681, attnched. chock hero" 0 1 2 3 5 128 o 4 5 6 . . . . . 7c 8 c o '" i 10 E 11 o o 12 .. m 7 01 t: ~ o 923 o 00 . . . . 13 14 192,800 o o 00 o 00 o 00 o 00 o 00 o 00 . , 20 21 22 23 24 o 00 3430 Green Street, Camp lIill, P^ 17011 Dato Slgnoturc{s) 01 oxocutor(s) Slgnaturo of prcpnror othor than executor ^ndcs, Vaughn & Banas 525 N.i2th Street, wemoyne, PA 17043 Address (nnd ZIP code) .:::at. No. 205-4SR Oato 48 00 00 13 00 00 I UlIll 111~1 llh'~ ,"Ill Estoto of: Evelyn M. Beatty Part 3.-Electlons by the Executor SS/II; 74-20-8190 07/01/1994 Ploaso chock tho "Yos" or "No" box for each question. Yos No X X 1 00 you aloel alternale vnluaUon? . . . . . 2 00 you cicci spacial U50 valuation? . . . . . U"Vos," you must completo and attach Schedule A.l 3 Do you eloet to pay tho taxes In Installments os described In scctlon 61601 . . If "Vos," you must DltDCh tho addiUonol JnlormoUon described In tho Instructions. 4 Do you oloct to poslpone tho pnII 0' tho laxos allrlbolable 10 a reversionary Of romalnder InlorestllS doscribed In socllon 61631 , , , , . . , , . . , . , , , , , , . , , . . , , , . , . , . . . . . . Part 4.--Generallnformatlon (Noto: Pleaso ettach rhe neee,SlI/)' supplemen/ol documents. You musl ottach the duth certlficato,) Authorization to recdvo confidontlal tax Information undO( Rogutations Melion 60t .502(c}(3)(iQ. to act 8S tho ostalo'a represontatlve bofero tho Internal Revenue SoMco. and to make written or oral presentations on behalf of tho ostate If return prepared by an attorney. accountant. or enrolled agont for the executor: Nomo 0' ropresenlollve (prinl Of type) SIBle Address ("""'bor, stroe~ and room Ot sullo no, city, stale, and ZIP code) George A. Vaughn, III PA 5~ N. 12th Street, Lemoyne, PA 17043 I doctaru that I am the Inomey/O accountanV 0 enrolled agenl (you must chock the appficablo box) for the executor and prepared Ulls return for tho oxocutOt, I am not susponsIOO Of dlsbermenflrom pmctJce belOte lho InlemaJ Revenue SoIvlce and am qualifiod to practJce In tho atoto shown above Slgnalllflll CAF number I oate, ToIephono numbet .. . .. ( 717) 761-5361 1 Death certlflcale numbor and issuing authority (attach a c;opy of the death certificate 10 this return), 2125965/Local Registrar of Vital Records 2 Docodent'. buslne.. Of occupation, If rellred, chock here ~ ~ and slale docodont'o former business Of occupallon, Retired; housewife 3 Martini slotus of the docodent at limo of doalh: (]I Married o Widow Of w1dower-Name, SSN, and dele of doath of deceased sp<llM ~ .............................................................. ................................................................................................................................................. o Single o Logelly separated o Dlvorcod-Oelo dlvon:o decroo bocame fine! ~ 4a Burvtvfng spouse'e name 4b SocIal securtty number ole Amount _ (seo 1ns1tuctJons) Walter L. Beatty 180 I 2617132 5 Indlviduels (other then tho survtvtng spouse), trusts, Ot other ostalos wI10 roeelvo bonoflts !rom the osInIo (do not Include charttobIo benoftcIartes shown In Schedule 0) (seo 1ns1nJcl1ons), FOt PrIvacy Act Nollco (applicable to individual boneftclart:lis onIy). BOO tho Ins1ruc:\Ions for Fom11 040, Name of individual, trus~ 01 ....t. rocolvIng $5,000 01 motO Idonlltylng number RoI&tIonsIIlp 10 _ _ (soo InsVuctJonsl All unascertalnablo beneficiaries and lhoso who receive loss 1han $5,000 .. ~ Total. , . , . . (Continued 011 next pG/lII) . .. . . .. . .. . . .. .. .. . . . Pogo 2 '1lI1llf(1l'111,'" 'II, Part 4.-Gencral Information (continued) P/OIJSO chock tho "Yos" or "No" box foraDch quost/on. 6 Oous Iho OIO~S c!>tnlo tontoin nnv 50ctl011 2044 propoltv (qtlnhlil.~ lerminable Intoro!>t ploporly (OTIP) frorn 0 prior gilt or ostotel (500 i1 0 !J ollho In~lfucllons)1. . . . . . . . . . . . 70 tiovo fodoral gift tfill( relurns over boon '1led7 . . . . . . . , . , , If "Vos." 10050 nHnch co les ot tho feturns. II nvoilablo, nnd tumlsh tho tollowln 7b Pe,iod!s) covered 7c Inlernal nCvcnuD Ollicc(s) whom Mod Informal Ion: It you answer IIYos"to any of quostlons &-16. you must attach addltlonollnfonnoUon 8S described In the Instructions, 6a Was thoro on Insuronce on tho docodcnt's Iifo that Is not Included on tho return as art 01 Iho orO!>5 estalo? . . . b Old tho docodonl own on Insufnnco on tho lilo of anothor thai Is not Included In tho ross ostalo? , , . . . . o Old tho decodent ot Iho limo 01 doalh own ony property os 0 joint tonon' wllh riOht 01 OOMVOrrJ1Jp In which (0) ono or moro of tho othor joint tononls was 6Ofnoone othor than tho doccdont's spouso, and (b) loss thon Iho lull value 01 tho property Is Included on tho return os part 01 tho gfOSs ostato? If .Ves,- you must comploto and allach Schodule E. . . . . . 10 Old tho decodent. ot tho time of death, own any Interost In 0 partnorohlp or unincorporated buslnoss or AnY stock In an lnactlvo orclosal heldcorpQfallon? . . . . . . . . . . . . . . , . . , . . . . , . , . , . . 11 Old tho deced.nt mnke any tronsl.r described In section 2035, 2036, 2037, or 2038 (see th. Instructions for Schedul. G)? If .Yos,- must ~te and attach Schodulo G. . .. . . . . . , . , , . , . . . . . . 12 Were there In .xlstence et the Ume of the decedent'. death: . Any trusts cr..ted by the deced.nt during his or h.r Iif.Um.? . . . . . b An trusts not emoted the decod.nI under which lho decedent &SOd .n . ben.fIclollnterosl, or trustooshl ? 13 Did th. d.ced.nt ever stSS, .",cls., or rei.... an .n.ral owor 01 a olnlm,nl?1f .V..,. u musl com 1.1. and a\lach Schedul. H 14 Waslh. marital d.ductlon computed under the transitional ",I. 01 Public Law 97.34, section ~OJ(.)(3) (Economic Recovery TIlC Act 01 1!181)? If -Vos,. ettad1 0 SOplU1lt. computation of tho marltel deduction. ontDr th. emount on hem 18 of the RecaphuleUon,.nd nol. on "om 18 -com utBllen attached.- 15 W.s tho decedent. Invnodlat.ly before d..lh, rec.lvlng on annuity d.scribed In tho 'Gon.m1' par.gr.pI1 of th. instructions lor Schodulo I? If .V..,. must com 1.1..nd ettach Schedul. I, . . , , . , , , . . , , . . . . . 18 Old lho decedent hove 0 totel .excoss ratlromonl .ccumulaUoo. (as d.nned In sactlon ~98OA(d))1n queliflod .mployer plans ond individual retirement Ians? If .V.s,. must com lot. and .ll.ch Schadulo S , . . . . , . , . . . Part 5.-Recapitulatlon Yos No x x I' x x x x x x hom .....- Gross estato Mamale vaIuct Value al dale of death 1 2 3 4 5 8 7 8 g 10 Schadul. A-fIoaI Est.t., . . . Schadule B-Stocl<s and Bonds. , Schadul. c-MOIIgagos, Not.., and Cash Schedul. D-lnsurenco on tho Decodont'. Ufe (DIlach Form(s) 712) . Schadulo ~Uy Owned Property (altach Form(s) 712 lor IiI. Insurance) . Schedulo F-Othcr Mlsc.llaneous proporty (.tt.ch Form{.) 712 lor IIfo Insuranco) , Schad"'. G-Translors During Decodont'. Uf. (D\I.ch Form(s) 712 lor IiI. Insurance) Schad"'. H-.wenl 01 Appolntment , . . , . , . , . , , . , . Schadulo I-AnnuIU... , . . , , , . , , , . , , , , , , , Tolal gross ...I.ID (.dd hems 1 through 9). Enter hero and on llno 1 01 th. Tex Comput.llon ,.".""., ",." hem .....- Doductlons 11 12 13 14 15 18 17 10 19 Schedul. J-Funer.1 Expans.. and Expanses Incurred in Admlnlst.rlng Property Subject 10 CI.lms Schedul. K-oebls 01 tho Oocedonl SchaduIeK-MOIIg.gasandUens. . , . , . , . . , . . . , , , , , . , Total 01 hem. 11 through 13. , . . . . , . . . , . , . . , , , , , , , AJlow.bl. .mounl 01 deductions from hem 14 (see tho Insltuctlons for It.m 15 of th. Rec.pltulatlon) Schedul. L-NDI L....s During Admlnlstrellon , . . . , , , , . , , Sch.dul. L-EJcponsos Incurred In Admlnlst.rlrog Prop.rty Not Subject to Claims , Schedule M-Bequests, etc.. to Surviving Spouso . . . , . , , Schedulo O-Charitablo. Public, end Similar Gitls and 0 uosts. . . 20 Tolal ollownble doductions (add Items 15 through 19). Entor horo and on line 2 of tho Tax Computation Page 3 505 65 92 20 00 668,58801 Nnount 6 664 50 7000 6 6 734 0 676 72503 683,45953 IWHl IUh lll..w ;'.~I.'l Estntn of: Evelyn M. Beatty 07/01/1994 SSff 174-20-8198 SCHEDULE B-Stocks and Bonds (For Jointly owned proporty lila/ mus/ be disc/osad on SC/lOdu/o E, soo 1/'0 Insrruct/ons (a' SC/lodulo E,J lIem DoSCflplion Including raco amounl 0' bonds ot numbot 0' IhAros and par number valuo Whote needod lor ldonlihCltlon. GIvo CUSlP number II av.ltabJo. A1lernate valuallon dale Unll valUG Nlcmalo valllO Value at dlla 01 doaltt 1 794 Units: American Capital High 10.75 Yield Tax Exempt Municipal Portfolio, Class A 8,535.50 2 8070 Units: Franklin Tax Free Trust: PA Tax Free Income Fund 11354723801 10.12 81,668.40 3 40 Limited Partnership Units: Indepro Property Fund (listed for information purposes only) 4 30 Units Kemper Tax Exempt Trust 982.5 1123: PA Premium Trust, Multi- State Series: 11488910258 o 0.00 29,475.00 Total from conUnuoUon schedulo(s) (or addiUonnl sheel(s)) aUached to this schedule 0.00 TOTAL. (Also enler on Part 5. RecoDltuloUon, poge 3, at lIem 2,) , 119.678.90 Qr mora spoeo Is rnlilded, aUaen the conUnuaUon schedule from tho ond of Ihls pockage Dr addiUonal ohoots of tho snme slzo.) (Tho Instrucllons to Schedule B are In the lepnrote InslrucUons,1 Schedulo B-Poge 12 I","I,'O!,IIII. "'. Estatoof: Evelyn M. l3eutty SSI/174-20-8198 07/0]/1994 SCHEDULE E-Jointly Owned Property (If you eloc' soefion :'032A v.,Illo1tioll. }'f)1J mus' compfdro SclH..'<flllo t: nnd Scl"x/u/l1 A.f.' PART 1.-ouolified Joinllntcrests-Inlerosls I-told by the Decedent ond His or Her Spouse os the Only Joint Tennnls (Section 2040(b)(2)) Item number Du~'ipliOf'l ror fo<<untm, give CUSlfJ number, rf ov:t,1.1hl(" NhJfTlillo valualloo dato Alh.>fTUlI0 value Valuo al d,llo 01 dmllh 1 Dauphin Deposit Bunk and Trust Company: checking account 1/0014416360: principal balance and accrued interest to date of death 17,704.0] 2 First Federal Savings and Loan Assoc.: Money Market Account "0206066573: principal balance and accrued interest as of date of death 19,591.72 (see continuation schedule attached) 974,416.11 .84 505 855.92 TOlol from conUnuollon &ehodulo(s) (or .ddlUonol shool(s)) .1Iacl1ed 10 this schodule. 18 Totals . . . . . . . . . . . . . . lb Amounl. Includod In lOSS estal. (one-half of line 1.. . . , . . . . . . PART 2.--A1I Other Joint Interests 2a 510t. th. nom. and .dd.... of .och suNtYing co-t.nonL If Iher. .ra mora than throo suNlvlng co-Ienants, list tho .ddlflon.1 co-Ienants on on .1Iacl1ed shooL Name Address ~ ond -. dly. ......, end ZIP code) A. B. c. hem Enter .....- le1Ierlot c:o-'enan1 Oesatptlon (lnclJdng aftefNte valuaUon date If any) For sea..tlllts. Ive CUSIP number ., .valtablo. Incbllblo _....... Indudblo valulat date of dMth - klcUl,,!, Total from conllnuQtlon schcdule(s) (or addlllonal sheet(sl) attached 10 this schedule. . . . . 2b Total other lolnt Interosts . . . . . . . . . . . . . . . . . . . . . . 3 Totallncludlblo JOlntln..,..ts (.dd lin.s 1 b nod 2b). Also ent.r on P.rt 5, Rccapllul4l1on, p.ge 505 , 855 . 92 3. ot lIem 5 . . . . . . . . . . . . . . . . . . . . . . . . . . (If moro spacals nooded, allach tho continuation schodulo from Iha ond 01 this packngo or additional shoots of tho sam. slzo,) (500 Iha Instructions on tho reve,..... sid.,) Schedule E-Poge 17 , , Estate of: Evelyn H. Beatty Soc Sec H: 174-20-8198 Date of Death: 07/01/1994 CONTINUATION SCHEDULE Cont1nuation of Schedule E-l Item Description H For securities, 9ive CUSIP N. Alternate Val. Date Alternate Value at Value Date of Death 3 First Federal Savings and Loan 12,774.99 Assoc.; checking account "2222035782; principal balance and accrued interest as of date of death 4 Harris Savings Bank; checking 3,364.38 account "04-00000368; principal balance and interest accrued to date of death 5 1992 Buick Century automobile 12,000.00 6 Invesment account with Janney 829,276.74 Montgomery Scott, Inc.; Account "1422-1000 (see attached statement for detail of account) 7 Miscellaneous personal property, 10,000.00 household furniture and furnishings and personal effects 8 Single-familY dwelling house 107,000.00 located at 3430 Oreen Street, Camp Hill, Cumberland County, PA ., -------- 974,418.11 \ '. I utili 1114) Ilh!~ ;' 'II) -.---..--..- ~._---- Estotool: Evelyn M. BeiJtty 5511 J74-~0-U19U 07/0J/1994 SCHEDULE F-Other Miscellaneous Property Not Reportable Under Any Other Schedule (l"or Jointly owned proporty IIIlII must be disclosod on Sc/,odulo E, soo 1110 Inslructlons for ScllOdulo E,) Of you olac/ sactlon 2032A valuation, you must complalo Sclledula F and Sc/,adula A.' ,) 1 Old tho decedent at the time of death own any articles of artistic or collectible value In oxcess of $3,000 or any collections whosaartlstic or collecllble value combined at data of death exceeded $10,OOO? . , . . , , . If .Ves," submit lull details on this schedule and oUoch 0 rolsols. 2 Hos the decedent's ostota, spouse, or any othor porson, recolved (or will roeolvo) any bonus or award as 0 result 01 the decedent's employment or death?, , . . , , , . , , , . . . . . , , , . , . . . . II .Ves," submit lull details on this schedule, 3 Old the decedent otthatlma 01 death have, or have access to, 0 safo deposit box? . . . . . . , . , . II .Ves," stoto location, end If hold In )olnt namas of decedont and another, state nome end rolollonshlp of Joint depositor, II eny 01 the contents of the sole deposit box oro omlUed from tho schedules In this return, explain lully why omlUed. hem .....- _Ion FOI_Ios, g/Ye CUSIP _, H ._. Miscellaneous personal effects and clothing Nlemate vaIuItlon cIIte Momate value v..... It date of death 200.00 1 Total lrom continuation schedule(s) (or oddltional sheet(s)) attached to this schedule. TOTAl.. (Also enter on Part 5, Recapitulation, a e 3, at Item 6,) , , , , , . , 200 . 00 (II moro space Is needed, attach tho continuation schedule Irom the end of this package or additional sheets ollho same olze,) (See the Inswellons on the roVQfSe olda.) Schodulo F-Pogo 19 ., lorm J(~i l"l/v ;'-!1:l1 Eslalo of: Evelyn M. Doatty 5511 174-20-8198 07/01/1994 SCHEDULE G- Transfers During Decedent's Life W you oloct seclion 2032A valunliolJ, you must complete Sclledule G nnd Sclledule A'I,) 110m number Doscnplion ror lOCurltloS, gIve CUSIJl number, If available. Allornalo valuation dale Allomalo v.luo Value .t dale 01 doath A. Gift tnx paid by tha decedent or the estate tor all gills mode by the dacedent or his or her spouse within 3 years beforo tho dacedont's death (sactlon 2035(c)), , , , , , , , , " X X X X X B. Transtors Includiblo undor saction 2035(0), 2036,2037, or 2038: 1 Penn Mutual Life Insurance Individual (Immediate) Annuity Contract: #7773657 (Beneficiary is Walter L. Beatty, spouse of decedent) 11,532.00 2 Xerox Life Single Premium Deferred Annuity: #136287-1 (Beneficiary is Walter L. Beatty, spouse of decedent) 51,321.19 Total flOm continuation schedule(s) (or additional sheet(s)) allached to Ihls schedule TOTAL so enter on PlII\ 5. Roca Itulatlon, a 0 3, al 110m 7" ~ . . . . . SCHEDULE H-Powers of Appointment Onclude .5 and 5 lapsing" poWOfS (section 2041(b)(2)) held by the decedent) I oIect section 2032A valustlon, must com to Schedule H and Schedule A-I, 62,853.19 110m number Mernat. valuation date Doscrtptlon Alternate value Value at data of death 1 " Tolal flOm continuation schedule(s) (or additional shoet(s)) aUached to this schedule TOTAL. Also enter on Part 5, Reca itulotlon, a e 3, at lIem 6" , , . , . , (If more space Is needed, attach tho continuation schodule from Iho end of this package or additional sheets of Ihe same size,) (The Instructions 10 Schedules G and H are In Ihe separato Instructions,) Schedules G snd H-Page 21 Kilt"" LII.. _._-----~_._--_..-~-_._-_..._.__.~-.. ..~. --'--"'--~-----'-'--_.' ..- --- ..-----.-..-....-... I A >:cnox r"'dodnl ~OI"KUr.. Compon)' ,L I t011r.V SftNICO Olllr.o ,~ Q. On. 'O~ Dc!t MOh\C'. kIw.1 !i03CJ1 O:9fj COO 255.9~'n 616.2~3.5C34 October 6. 1994 E.proll Moll Onlv 17 7G Wast Lako. Parkwav ~t OCG Molnc~.low~ &O:!6G ManIn Chronlster lannc)'. MontgomCl)' Scott Pax: (717)731-4411 RE: . Polley 1# 136281-4 WsltetBeatty .' , .... . :' Dear Mr. Chronista: . Thank you Cor your recent celephone call to Xerox Ufe. The dale that the ownership on the policy was chilngcd to Wsltet Beatty was lu1y.18. 1994. I hope the foUowing int'ormation will help comp1ctcyourrecords.. : . ' :': :;~f.'; ::.:~ . POLICY f# 136287.4 $51,321.19 $51,505.48 ACCOUNT VALUES: July 1, 1994 July 18, 1994 It you need addlliolUlllnCormation. please call one of our Col\1ll1U1licadons Representatives a.t 1.SQO.2S5.9448. . ~~ Beth Oraves Communl~ns Representative :;;:'... i't... '. 1.1. .,,; ; j) ThO Pllnn Mutual Lila Ir,suronco company Pon.ion/Annulty Sorvico Indopondonco SquorO, Pni:.do1phia. PA '0172 ',UOO,5'-O,' llr, l' J' r;'I ponn : :.I Mutual foundtd 11(7 FAX COVER SHEET DATE I OCTOBRR 12. 1994 \, ';': .- ',' ." ....-' .... . .1. ,,, cover sheet).:,,;" 1 ......... :;':'.<' . : j;- NUMBER OF,PMBS (~Clud:,ng, , ' , . .. -: ~ . ',' '.' . '. ',. ~'. .... .,~ .'. .~.' ." '.' , .' " ' ':", ":. . .' ..:. \ Ml\RTrNCHRON!STER' " '. '. .... ..... . .:. . :- , '1'01 NllMEl COMPANY I DEPT. : FAX NOI ......' .. . . " .....' ~ . ~. .' .' .' .. . . . .: ~: . ", - ?1?-?~1-4411' : .... t..: , , , .. .'-' FROM: NAME : DENISR UNDERWOOD DEPT. : lH'S EXTlt : ?9~S .' , . FAX NO: (215) 956-7699 MESSAGE: P.EI EVF.LYN M. BFATT't' 1I???3~5? THE COMMUTED V.J\]',m: OF Tltrs POLICY J\g .TUUY 1. 1994 wAs S7.41?1B. TltE THE VALUE AS OF JULY ~. 1994 WAA ALSO ~7.41?1B .... '.' " . .,..' " ' . . ~'. ','. . ',.' '., .. \' .... .' .' . . :.' .' ~ " IOllIl106ll1u\I. ....UJI Estato of: Evelyn M. Beatty SSU 174-20-8198 07/01/1994 SCHEDULE K-Debts of the Decedent, and Mortgages and Liens 110m Dobis of tho Docodent-ctodilot and nalure 01 claim, and Amount unpaid to dalo Amounllrl conlost Amount claImed a, numbOl allOWab&o death t.ax.os . dodUCUOf'l 1 Holy Spirit Hospital: balance due 70.00 on hospital bill for final illness Total from conllnuatlon schedule/s1 for additional shoot/sll attached to this schedule . . . . 0.00 TOTAL. IAlso entar on Part 5, RacaDitulallon, ""no 3, at item 12,) . . . . . . . . 70-.00 110m Mol1gagos and lJono-OoscItptJ Amount ....- 1 . .- Total from continuation schedulo(sl (or additional shoot/slla"ached to this schedule . . TOTAL (Also enter on Part 5, Rocaoltulatlon, naoo 3, at Itom 13.1 , . (I( more spaco Is nooded, a"ach tho continuation schedule from tho ond of this packago or oddltlonat shoots of tho same size,) (The Instructions to Schedula K lIJ'9 In tho 80pnmte Instl\JC\lons,) Schedule K -Page 25 I Utili /llll Ill.... .' ~Uj Estate of: Evelyn M. Beiltty 5511 174-20-11191l 07/01/1994 SCHEDULE M-Bequests, ctc., to Surviving Spouse Electlen To Deduct Qualified Terminable Interest Property Under SecJlen 2056(b)(7I,-II 0 trust (or olher propOlly) l11eels Ihe requlremenls of qualified lermlnable Inlerest property under seclion 2056(0)(7), and 0, TIle trust or other property Is lis led on Schedule M, and b, The value of the trust (or olher property) 15 entered in whole or in port as a deduction on Schedule M, then unless the executor specifically Identifies the trust (all or 0 fractional portion or percentage) or olher property to be excluded from tho eleclion the executor shall be doomed to havo made en eleclionto havo such trust (or other property) trealed 05 qualified terminable Inlerest property under section 2056(b)(7), II less than tho enlire value of tho trust (er olher property) that the executor has Included In Iho gross ostato Is enlored as 0 deduction on Schedule M, the executor shall be considered to havo mado on election only os to 0 froctlon of tha trust (or other property), Tho numerotor of this fmction Is equal to UtO amount of tho trust (or other preperty) deducted on Schedulo M. Tho denominator Is equal to tho tolal valuo of the trust (or other property), EloctJon To Deduct Qualified Domestic Trust Property Undor Soctlon 2056A.-lf a trust moots tho requlremonts of 0 qualified domostlc trust under section 2056A(a) and this return Is flied no later than 1 year after tho timo prescribed by law Oncluding oxtonslons) for filing the return, and o. Tho entire value of a trust or trust property Is listed on Schedulo M, and b. Tho entire value of the trust or trust property Is entered as 0 deduction on Schedule M, then unless tho executor specifically Idontifies tho trust to be excluded from the election, the executor shall be doomed to havo made an election to hove tha enUre trust troated as uollfied domestic trust ro Vo. 1 Old any property pass to tho surviving spouse os a result of a qualified disclaImer?, . . . . . . . . . If "Yes,. attach 0 copy of tho wrlflen disclaimer roqulfYftKY sactlon 2518(b}. 2a In what country was the surviving speuse bom? b Whotls the surviving speuso's date of birth? U III .L b I .L U c Is the surviving spouse aU,S, cftlzon? . . , . . . . . . . . . . . . . . . . . , . . . d If the surviving spouse Is a natumllzed citizen, when did tho surviving spouso acquire cftlzonshlp? e If the surviving spouse Is nola U,S. citizen, of what country ts tha surviving spouse a cltlzon? 3 ElectJon out of QTlP Troabnent of AnnulUe..-OO you elect under scctJon 2056(b)(7}(C)(iG not to troat as qualified tennlnoble Interest property any joint and sUMvor annuIties thntllJ'O Included In tho gross estate and would othorwlse be treated os qunllfied terminable Interest property undor scctJon 2056(b)(7)(C)? (see InstructJons) Iten\ ....- Dosa1pllon 01 JlItll*1Y ~ pass>>g to IU'VMng IpOUSO Amount 1 794 Units: American Capital High Yield Tax Exempt Municipal Portfolio, Class A: distributed, in kind, to Walter L. Beatty 8,535.50 2 8070 Units Franklin Tax Free Trust: PA Tax Free Income Fund: distributed, in kind, to Walter L. Beatty: #354723801 .' . 81,668.40 30 Units: Kemper Tax Exempt Trust 1123: PA Premium Trust, Multi-State Series: distributed, in kind, to Walter L. Beatty: #488910258 (see continuation schedule attached) Total from continuation schedule(s or addltlenal sheet s attached to this schedule 4 Tolol amount of property Interests Ilsled on Schedule M. . . . . . . . . 6a Federnf oslote taxes Oncluding section 4980A taxes) payable out of proporty IntorostsllslodonSchoduleM .... . . . . . . . . . . . . . b Other death tnxos payable out of property Interests listed on Schedulo M . . , c Federnf and stato OST tllXOS payable out of property Inlorosts listed on Schedule M. . , , . , . , . , , , . . . . . . . . . , . . 50 d Add lIoms 0, b, and c . , . , . , . , . . , . . . . . , , " .... 6d 6 Net amount of property Interests listed en Schedule M (sublrnct 5d from 4), Aloo entor on Port 5, Reca lIulaUon, a e 3, el Item 18 , , , , , , . . , , , , , , , . , . . , " 6 (11 mora spaco Is noodod, attach tho continuation sc.hodufa (rom 1M end of this plJckBga or IJdditlonaJ Ihoots of the &amo silo.) (S<Io tho InslnK:Uom on tho rol'OfSO sIdo.) 3 29,475.00 6a 6b 5 5 128.48 676,725.03 Schedulo M-Pago 27 v<;f~'/'1 / REV-1547 EX AFP 112-94) COHHOHIolEAlHI OF PENNSYlVANIA *' DEPARTHEHl OF REVENUE BUREAU OF INDIYIDUAL TAICES ;, . . OEPT. Z80601 IIARRIS!lURC. PA 11128.0601 /1/ -d.33,-S ACN 101 NOTICE OF INHERITANCE TAX APPRAISENENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DATE OF DEATH 07-01-94 DATE 02-28-95 FILE NO. COUNTY CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX PAYNENT TO THE REGISTER OF WILLS, NAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT" REMIT PAYMENT TO: GEORGE A VAUGHN III ANDES ETAL 525 N 12TH ST LEMOYNE PA 17043 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 Anount R...t t ted I V O)L- CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEV:isr,j-EiC-iiiij;-n'2";.-94riloT"iCE--O"-YNHEiiifAiicE-TAx-iipiiRiiisEif€ilT~--iiL.l-OWA;.jCE-OR-m_.----m_m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BEATTY EVELYN L FILE NO. 21 94-0764 ACN 101 DATE 02-28-95 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel ExpBns../Adn. Costs/Hisc. Expens.. (Schedule H) 19) 10. Debts/Hortgage Liabilities/Lians (Schedule Il (10) 70.00 11. Total Deductions Ill) 12. Nat Value of Tax R.turn (12) 13. CharUebla/GovarnlllBntal Bequest. (Schedule oJ) (13) 14. Nat ValuB of Est.t. Subject to Tax 114J NOTE: If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17 and 1B will reflect figures that includB the total of ahh returns assessed to date. ASSESSMENT OF TAX: 15. Anou"t of Line 14 at Spou.al rate (151 16. Amount of Line 14 taxable at Lineal/Cia.. A rat. (16) 17. Amount of Line 14 taxable at Collateral/Clasl 8 rat. (17) 18. PrIncIpal Tax Du. TAX RETURN WAS, I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1. Real Eatat. (Schedule A) (1) 2. stocks and Bondi (Schedul. 0) (2) 3. Closely Held stock/PartnershIp Intere.t (Schedule C) (3) 4. Hortgeges/Note. RecaIvable (Schedule 0) (4) 5. Cash/Bank Oaposit./Hisc. Parsonal Property (Schadule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedula G) (7) 8. Tobl Auet. TAX CREDITS: PAYNE NT DATE 09-23-94 RECEIPT NUNBER MM912999 DISCOUNT 1+) INTEREST 1-) 256,42 ) CHANGED ,DO 119 ,678,90 ,DO ,DO 200,00 ,DO 62.853,19 (8) 182.732,09 11.712,50 11 7R? ~n 170.949,59 ,DO 170.949,59 170.949,59 X ,03_ ,DO K ,06_ ,0 ii X ,15_ U8l 5.128,48 ,DO ,DO 5.128,48 AMOUNT PAID 6.000,00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST, 6.256,42 1.127,94CR ,DO 1.127,94CR ( IF TOTAL DUE IS LESS THAN $1. NO PAYNENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU HAV BE DUE A REFUND, SeE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS,l ~j c" uu tno.: 0: In ~..( ~ ~,,- C-} <- r-:-. ( .' , 0, I C;; ., ~ ~ m :; Gu n v) AESEAVATIONI E.t.t.. of d.c.d.nt. d~lng on or b.far. O.c..blt 12, 1982 -. If .nv futur. Int.r..t In th. ..t.t. I. tran.f.rr.d In po.....lon er .nJoy..nt to Cia.. I (cellat'tal) b.n.flclarl.. of the dec.d.nt aft.r th. .~plr.tlon of an~ ..t"1 for Ilf. or fer VOir., the Cossenw..lth h,r.by ..pr...ly r...rv.. the rlaht to appral.. and ...... tran.f.r Inh.rltanc. T.... at th. lawful Cia.. I Icollat.tal) rat. en any .uch future Int.r..t, PUAPOSE OF NOTrCE, Te fulfill the r.qulr...ntl of S.ctlen ZI~O of th, rnharltanc. .nd E.t.tl T.x Act, Act " of 1'91. 71 P,I. SlcUon ZI~O, PAVHENT I Oatach tha top portion of thl. NetlCI and .ub.lt with your pay..nt to th. R.gllt.r of Will. ptlnt.d on Ih. raVlr.1 .Id., "-"akl ch.ck or lonay ordar pay.bl, tal REGISTER OF HILLS, AGENT All P'~"nt. racalvld .hall flr.t ba appll.d to an~ Int.r..t which .a~ b. dua with .ny t".lnd.t appll.d to Iha t.., AEFUND ICA)I A tlfund of . ta. cr.dlt, which wa. not r.qua.tad on thl T.. Aaturn, .ay b. raqu..tad by co.pl.tlng .n "APplication for A.fund of P.nn.ylv.nl. Inhlrlt.nce and E,tatl Ta." (AEV-I!I!). Appllcatlens ar. .valllbl. .t th. O'flc. of tnl R.gl.ter ef Will., an~ of tn. '1 A.v.nu. DI.trlct Offlc.., or b~ calling th. .p.cl.1 '~-heur an.w.rlng ..rvlce nU.b.r. for for.. ord.rlngl In P.nn.vlvanla 1.800-362-2050, out.Jd. Plnn.ylvlnl. and within local It.rrhburg "II (717) 787-8D9~, TDOI (717) 17'-2252 CH.erlng I.palr.d Dnh). OBJECTIONS I Anv partv In Int.r..t not .atl.,I.d wltn th. .ppr.I....nt, Illowanc. or dl.allowanc. of d.ductlen., or ........nt 01 ta. (Including dl.count or Intlr..t) a. .hewn on thl. Notlc. .u.t ebJ.ct within .Ixtv (60) d.y. of r.c.lpt of thll Notice bVI ."wrltt.n proh.t to the PA D.pert..nt of A.II.nuI, Boerd of App.a", D.pt. 281021, Il.rrllburg, PA 1712a-IO'I, OR --el.ctlon to hlv. the ,att.r d.t.r.ln.d at ludlt of the account of tn. p.rlonal r.pr'.lnt.tlll., OR ..app..1 to th. Orph.n.' Court, ADHIN I5TAATlVE COAAECTIONSI F.ctual .rror. dllcolllr.d on thl. ........nt .hould bl .ddrll..d In writing to, PA O'Plrt'.nt ef Ravanua. Bur'llIu of IndivIdual TaUI, AnN I POlt A.......nt RI..,llw Unit, Dllpt. za0601, Illllrrhburg, PA 171211-0601 Pheng (111J 7a7-6505. Sa. p.ga .5 of the booklat "In.tructlon. for Inh.rltanc. Tax Aaturn for III R..ldant Dllc.d.nt" CREY.1501) far an ..planatlon of Id.lnlltrllltlvlllv corr.ctabl. .rror.. DISCOUHTI If ""y ta. dua Is paid within thr.1 C.)J cel.ndlr .ontn. aftar the d.ud.nt'. dlath, a flva patesnt 15:0 dhcount of th. till. plld I, 1lI110w.d, IHTERESTI Int.r..t I. ch.rgld b.glnnlng with flr.t dav of dllllnqullncv, or nlnll (9) Monthl .nd en. II) day 'ro, th. da'a 0' duth, to thll date of pllIv.ent, Ta... which blc..a d.llnqullnt befora January I, 1982 ta.ar Inl.,..t III th. rat. of si. C6iO p.rc_nt per annul calcul.t.d at II dllltly ret. of ,0001(,4. All ta... which b.cn.. dallnllullnt on IInd IIlter JllInuer~ I, 19a2 wlH b.lr Inter..t at III ral. which will vary fre. c.l.ndlllr venr Ie calandllr vaar with 111It rlllta announclld by th. PA D.part..nt 0' RavgnUII. Th. applIcable lnt.r..t rat.. 'or 1982 tnrough 1995 .r" V.ar Intar..t Aat. D.lly Int.,..t F.ctor V.llIr Inhr..t Aata DailY Inler..t r.ctDr 19bZ 20% .OO05~8 19B7 .~ ,OOOt~1 1985 16;( .000438 1988-1991 It:( .OOOJOI l.a4 11:1: .000301 1992 .~ .000241 1985 13% ,000356 1993-1994 ,~ .000192 1'86 10:C ,000274 1995 .~ ,000247 ..Intllr..t Is calculat.d o. 'ol1ewlI INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREBT FACTOR uAnv NotlclI I..ulld .fter tha t.. b.co... d.llnqu.nt wlH raft.ct an Intarul calculation 10 flft.a" 1151 daVl beyond tha data of tn. ......Il.nt. If pay..nt Is 'llId" nftar tha Inl.rnt ce,putatlon da'. anOW" Ot! th. Netlca. addltlonllll Int.r..t MU.t ba cllllculat.d. \ I ./ 1'-I')7)~S REV-1607 EX AFP (12-94* CDHHOHWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE IUREAU OF INDIVIDUAL TAXES . DEPT. 280601 HARRISBURG, Pi 17128.0601 03-20-95 ACN 101 C/,\\ C/ INHERITANCE TAX STATEMENT OF ACCOUNT DATE EsTATE OF BEATTY EVELYN L FILE NO. 21 94-0764 DATE OF DEATH 07-01-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE ADDRESS SHOWN. HAKE CHECX PAYABLE AND REHIT PAYHENT TO. , GEORGE A VAUGHN III ANDES ETAL 525 N 12TH ST LEMOYNE PA 17043 REGISTER CllIrlWILLS CUMBERLAij! (CO Cll9~T HOUsSJ CARLISLE!' PA 17013 'c' (- .... ..., AltoDttt Re"lthd I ~ ,. ~~ CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILE5.J ~_ ~.~ ,;i <> iiE'v:ifjiij-ix-"Fjj-nz:94y------..jj-iiiifERITANcii'"Tlix-si'iiTEi1irNT-OF-lii:-CtIDHf--.-~-m----.m-----_- ESTATE OF BEATTY EVELYN L FILE NO. 21 94-0764 ACN 101 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHaWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND. IF APPLICABLE. A PROJECTED INTEREST FICURE, DATE 03-20-95 DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 02-21-95 PRINCIPAL TAX DUE ..__,....____.,.._..__. ..,.,..._~~.... 5 ,128.48 PAYMENTS (TAX CREDITS). PAYMENT DATE 09-23-94 03-03-95 RECEIPT NUMBER MM912999 REFUND DISCOUNT (+) INTEREST (-) 256.42 .00 6,000.00 1,127.94- AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 5,128.48 ,00 .00 .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN f1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I PAV"ENTI D.t.ch the top portion of thl. Natlc. and .ub_lt with ,our p.yeent ..d. plyabl. to the n'" end Iddr"1 prlnt.d an the r.v.r.. .Id.. If RESII)[HT DECEDENT ..k. ch.ck at .anlY order p.y.bl. tal REGISTER OF WILLS, AGENT, If NON'AESIDENT DECEDENT ...... ch.ck or .an.y ard.r p.y.ble tar COHHOHWEALTH OF PENNSYLVANIA, All plYI.nt. r.c.lv.d .h.11 b. .ppll.d flt.t to ~, Int.r..t which .Iy b. duB with Iny r...lnd.r IPpll.d to the t.., AEFUND eCA)r A r.fund of e t.. credit, which WI' not r.qu..tld an thl TI. A.turn, .IY bl r.qu..t.d by calpl.tlng an "AppllClllan far A.fund of PIM.ylvanll Inh.,UtnCl ,,"d E.tet. Tall" IRtV-UU). ApplICltlan. ar. avall,ble et th. Of' Ie. a' th, R.gI.t,r of Will., any of th. 2S R.vlnu. District Of' lei' or fral th. D.p.rt..nt'. 2~-haur an.w.rlng ..rvlc. nuab.r. far far.. ard'tlngl In p.nn.,lv.nl. l-eOO-'62-2050, aut,ld. P.nn.ylvanl. and within local Hattl.bur, .r.. 1117) 717-e09~, TOOl 1717) 772-2252 IH..rlng lapllr.d only). REPLV TOI Qua1tlan. r..ardln. .rrar. cantllnld an thl. not lei .hauld bl addr"'ld tal PA Depart..nt of R.v.nu., Bur..u of Individual TI.", ATTHI pa.t A.......nt R.vl.w unit, D.pt. 280601, Hlrrl.butg, PA 1712'-0601, phonI 1717) 787.6505. If any till dUB I, ptld within thr.. 111 c.l.ndlr .anth. .ft.t th. d.e.d.nt'. d..th, I flv. p.rc.nt IS~) dl,count of th. till Plld II allaw.d. DISCOUNT I INTEREST I Int.r..t I. ehlr,ld b.glnnln. with flr.t day of d.llnquency, Dr nln. 191 .onth. Ind ani III dlY fro. th. d,t, of d.tth, to the dati of ply..nt. Talll. which blel., d'llnqu.nt be fori January I, 19., b.ar Int.r..t It the r.t. of ,I. C6~1 p.relnt p.r annul ealculat.d at a dally rat. of .00016~. All tall" which b.ea.e d.llnquent an tnd .ft.r Janu.ry I, 19.2 will b..r Int.r..t at a r.t. which will Vlry fro. cIl.ndar ,.ar to callndar Ylar with that rate announc.d by the PA D'Plrt..nt of R.v.nu.. Ih. applicable Intere.t rat.. for 1912 through 1995 er.' Veer Int.,..t R.te DIlly Interllt factDr Vear Int.rllt Re" Dally Int"..t Fector 1912 20iC .OOOS'" 1987 .. .000247 19" lOX .000"58 1981-1991 lliC .000301 1984 Ill( .000501 1992 .~ .ao02It7 19.5 U~ .00nS6 199'~199" " .000192 1986 lOX .00027~ 1995 .. .000247 --Intl".t I. calculnted a. fallawlI INTEREST . BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQVENT X DAILY INTEREST FACTOR -.Any Hotlc. I..ued eft.r the teM blca... d.llnquent will refl.ct en Int.r..t e.lcul.tlon to flft..n CIS) dey. b.yond the det. of the a.......nt. If pay..nt I. .ad. eft.r the Int.r..t eo.pu'atlon date .haNn an the Nolin, eddltlDnlll Inter..t lU.t be cnleul.'.d. _Of' NOTlCEI PAYttEH1'1 REfUCD (eA) I . ~. "'0 ,......... ..... '-'. I.) ~'\ l.,l '.' , " <t'.:: :"' l"'I ':~f -, To fulfill \h4 raqulr..entl of Sactlon 2145 (bJ of t~ InherltDnCI ~ Estat. Ta. Act, Act 22 of 1991. 1i!I-P,S, ~tlOn 2IU!.!5 OU DetHh tM top portion of thh HatlCI Md .....It with your P.pent to tM Regilt.,. of NUh prlntMl on the rlVlnl IlehI. ._ ..... chec:k 0,. ItOIMIV 0"''' pa.l. tOl REGISTER OF MILLS, AGENT I All p,penh rKllved atMiU ~ Ippl1ad flnt to MY 1"hralt which HY be due .,1th eny reHlnder 1IPP1led to thtI tax. A ,..,WMi 0' . tu cr.-it NY tM rlHlU..tMl by cDIlplaUna In "'Application for R.'lI'MI of Pennlvl"."I. Jnherltenca and htat. T.... (REV-InS). application. an ..,.Ullbl. .t the OffiCI of the Reglat.,. of NUh, My of the U RIVMUe DlIlrlet Dfflc.. or 'rDtl tM Oep."b..",', Z"-hour ........,.Ing .."vlel nlJIIbt;r. for 'ani or.,.lnlll In P~lYlv."l. l-aOG-S6Z.ZaSO, out. Ide Pennlvlv."l. Bnd within locII "-rr.aburg .r.. (717) 7.,.1094, TOOl (117) Tn-ZZSZ (Haring 1..lred Only). OIJECTlONSI AnV p.rty In Inhrllt not ..thflM ..lth the ......lIMt of tu: .. Ihown on thh notic. ..v obJeot ..lthln .Ixtv (60) day. of ree.lpt of thl. Hotlc. bVI -".,rlttl" prota.t to the PA Dep.rt.."t of R.venue, Bo.rd of Appe.", DlPt. 211021, H.rrllburll, PA 171ZI-I021, OR --.Ieotlna to hlw. the ..tt.r .t.ralned .t IlUdIt of the peraonal r...rauntaUva, OR --eppaal to the Drphan.- Court. ADHIN" ISTAAlIVE CORRECTIONS I INTERUT I Fectual arror. dlscov.rad on thll ........"t .hoUld be addu..ad In writing tOI PA Daput.."t of RIVWIUII, Bur.eY of Indlvldu.l Tax.., ATTNI Po.t A....aaant R.vl.w unit, Dept. Za0601, H.rrllburll, PA 17121-0601, Phon. (717) 787-6505. S.. pig. 3 of the bookl.t -In.tructlon. for l~rltanc. Tax R.turn 'or a R..ldant Dtcedant- (REV-1501) 'or en axplanatlon of ~Inl.tr.tlv.lv corr.utebl. .rrorl. For d.t.. of d..th on or aft.r 10-3-'1, pannnlvenla E.t,t. Tax b..-.cI on the Fact.r.1 Eltata faM r.turn beeoaa. dlllnquent at thl axplr.tlon 0' nlna (09) ~thl fru. the deta of ..th. For date. of daath prior to ID-3-'I, pann.vlvanla E.t.t. Tax b..1Id on the Faderal E.t.te TIM r.turn baeo... d.llnquent .t the .xplratlon of .Ightaan (18) aonth. 'rOl t~ d.t. of d.ath. Tax.. which bee... dallnquent b.for. January 1, 1'8Z b..r Intara.t at the rat. 0' .lx (6~) parcent p.r ~ c.lcul.t.d .t a dlllv rata of .DOOI64. All t.M.' which bac... d.llnquent on or a,t.r J~rv 1, 1"1 ..III bI.r lnt.r..t at I rlt. Which ..Ill vlry 'roa calend,r yaar to c.lendar y.ar with th.t rata ~Id by the PA Dep.rt.."t of Ravenue. The eppllCabla Int.r..t rat.. 'Dr 19.2 through 1995 ar.. '!!!r Inhr..t Aata aaUv Inter..t Factor ~ Int.r..t R.ta aally Int.ra.t Factor 1912 20% .000"' 1981 OX .OOOZU 1983 16X .000411 1911-1991 II:C .000501 1914 IIX .000SDl ...2 OX .00D247 1915 UX .00DSS6 1993-1994 '" .000192 I... 10% .ooozn 1..5 'X .00OZ47 --Intar..t I. calculatad ., followll INTEREST . BALANCE OF TAX UNPAID X HVKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR --Anv Notlcl I.~ aftar tn. tlM baeOll' dallnquent .,111 r.flect ~ Intar..t c.lcul.tlon to flft"" (15) dIVa b.vond the d.ta of the .....lIInt. If pav-ant 1. aada .,t.r the lnt.r..t coaputltlon data ahown on the Notlcl, eddltlonal Intara.t .u.t be calculatad. /4' d.~~- 5 ACN 202 ~ jiV-73& EX AFP 112-94* COHHQHWEALT" OF PENNSYLVANIA DEPAATHEHT OF R[YfNUE BUREAU OF INDIVIDUAL TAMES DEP'. 280601 HARRISBURG, P' 11121-0601 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE 08-07-95 STA E OF BEATTY EVELYN L FILE NO. 21 94-0764 DATE OF DEATH 07-01-94 COUNTY CUMBERLAND NOTEI TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TOI GEORGE A VAUGHN III ANDES ETAL 525 N 12TH ST LEMOYNE PA 17043 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 I HOUSE A.ount R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... R-EV:7jii-EX--AFP--ri2~94j-----.-.-NCificif-oF--DET-ERHi~fio-N-AiiD-AiisESiiHENif---------------------------- OF PENNSYLVAN:A ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF BEATTY EVELYN L FILE NO.21 94-0764 ACN 202 ESTATE TAX DETERMINATION DATE 08-07-95 1. Credit For Stete Deeth Texes es Verified .00 2. Pennsylvsnie Inheritanca Tsx Assessed 4,872.06 (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States .00 or Territories of the United Stetes (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 4,872.06 5, Pannsylvanie Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additionel Pennsylvania Estate Tax Due .00 TAX CREDITS I PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID · ~~RP@1~c6[IT~0~Hb~ 2ft~~T~~RA~EYR~~RE~fDE ( IF TOTAL OUE IS LESS THAN n, NO PAYHENT IS REQUIRED. IF ToTAL DUE IS REFLECTED AS A "CREDIT" YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE (CR), PURPOSE OF HOnCE I PAYHEHT I REfUND (CRh nn . ::'J c r ,n :-J " l.ll " :'.. r.~: en I 00 :;J ~u - ,? )-;. ;:~ 0.) To fulfill t~ r.qulr...nt. of S.etlon 21'5 (b) of the Inh.rltanca end E.tat. TI. Act, Act 2Z of 1991. (12 P.I. Section ZIU). D.tech the top portion of thle Hotle. end .ub.lt with your p.y..nt to tha R.gl.tlr of Will, prlntad on the r.v.na slda. -- "ekl chack or eonay ord.r p.yabl. tal REGISTER OF MILLS" AGENT. All payaant. r.e.lvad ,h.ll b. appllad flr.t to any Int.r..t which eay b. due with any r.e.lndar appllad to the ta.. A r.fund of . t.. er.dlt ..y b. r.qu..tad by coapl.tlng an RAppllcatlon for Rafund of P.nn.ylvanl. Inharltanca and E.tat. Ta.- (REV-ISIS). APplication, ar. avallabl. .t the Offlc. of tha R.gl.tar of Wills, any of the 2J Rav.nu. DI.trlat Offlc., or fro. the D.parta.nt', Z'-hour an.w.rlng .arvlc. nuab.r. for fora. ordarlngl In Penn.ylvanl. 1-100-562-2050, outsld. P.nn,Ylvanla and within loc.l H.rrlsburg ar.. (717) 717-I09~, TOOl uln nz-zzsr (Haarlng lapalnd Only). OIJECTIOHSI Any p.rty In Int.r..t not ..tl.fl.d with the ........nt of t.. .. .hown on thl. notlc. .ay obJ.ct within .I.ty (60) d.y. of recalpt of this Hotlc. bYI --written prot..t to the PA a.part..nt of R.venu., Board of APP...., napt. 2alOn, Harrisburg, PA 17121-1021, OR --al.ctlng to hln the .att.r d.t.r.ln.d .t aUdit of the p.rson.1 r.pr...ntaUv., OR --.ppa.l to the Orphan.' Court AD"IH- ISTRATlVE CORRECTIONS I IHTERESTI factual .rrora dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA n.part..nt of R.v.nu., Bur..u of Indlvldu.l 'a..., ATTHI Po.t A.......nt R.vl.w Unit, O.pt. 21D601, Harrl.burg, PA 11121-0601, PhonI (717) 717-6505. 5.. p.g. J of the bookl.t -In.tructlon. for Inh.rlt.nca ,.. Raturn for a Ra.ld.nt D.c.d.nt- (REV-1501) for In 'MPlanatlon of Id.lnl.tr.tlvaly corr.etabl. .rror.. Addltlon'l p.nn'Ylvanla E.tat. 'a. .......d .. a ra.ult of a chang. on the f.d.ral E.tat. ,.. clo.lng l.tt.r b.ca... d.llnqu.nt at the a.plratlon of ana (I) aonth fro. tha data the final not lea of the Incr.... In F.d.ral E.t.t. 'a. I, raCllv.d. ,.... which bac... d.llnqu.nt b.for. January I, 1'12 b..r Int.r..t at the rata of .1. (6~) p.rc.nt p.r annul c.lcul.tad .t . dally rat. of .000164. All ta... which b.ca.. d.llnqu.nt on or .ft.r January I, 191Z will b..r Int.r..t at . ratl which will vary fro. callndar y..r to cel.nder y.ar with thet r.t. announc.d by the PA Departaent 0' A.v.nu.. The .ppllc.bl. Int.r..t ret.. 'or 1'12 through 1'95 ar'l 'UI< '"I.....t Alll_ n.ll", lnl.....t ~1Ilt!ln,. 'UI< lnl.....1 Aa" n.llv '"I.....t rlll..ln.. I9IZ ZD:;C .OD0541 19a7 9~ ,OODZU 1'13 16X .aouJa 1911-1991 Il~ .ODUOI 19.' IIX .Donol 1992 9~ .OODZU un In .00DS56 1993-199~ 7~ .ODD192 1916 lOX .ODDZ7~ 1995 9~ .OODZU "-lnlerut I. c.lculat.d a. followlI INTEREST . SALANCE DF TAX UNPAID X NUnSER DF DAYS DELINQUENT X DAILY INTEREST FACTDR --Any Hotlcl l..u.d .'t.r the t.. baeD'" d.llnquent will r.'llct an Int.r..t c.lcul.tlon 10 'I't.an (15) dly. b.yond the d.t. 0' tha ........nt. If paya.nt I. .lda aft.r the Int.r..t co.putatlon data .hown on the Notlc., .ddltlonll Int.r..t au.t ba cllculat.d. -' ,. , CORRECTION . Previous Image Refilmed to Correct Possible Error. Mnry C. Lewis. Register of Wills -2- September 25, 1995 If you believe It is neeessnry to proceed in some othcr fnshlon, thcn plensc contnctmc directly, If there is n ehnrge for this work by your officc ntthls timc, plense letmc know nnd I will scc tlmt pnymcnt is promptly mnde. Very truly yours, . f. corgc A. Vnughn, JI1 Atlomcy nt Lnw GAV/dj Enclosures (2) cc: Mr. nnd Mrs. Winton E. Hewitl PETITION FOR PROBATE und GRANT 0)<' LETIERS Blale oj Evel yn M. neat.ty No, 1994-00764 alsokllOlVllas Evelyn L. neattv To: Register of Wills ror the , Deceased, County of Cumberland In the Sociul Se<'lIrlty No, 1 74 - 2 0 - R 1 9 R Commonwealth of Pennsylvania The pelhion of Ihe undersigned respeclrully represenls that: Your pelhloner(s), who Klare 18 years of age or older anthe execut 0 r s named lathe lasl will of the nbove decedel1l, datcd II nil " tpd ,19_ aod codlcll(s) dated See attached explanation (\laiC' rrJevanll.:'lrclImllanc:el, C.B. r(nUndlllon. drath or UC'Ulor, CIC.) Decendel1l was domiciled 01 death In ~lImhe r 1 and County, Pennsylvania, with "pr last ramllyor principal residence at 3430 Green street, Camp Hill Rnrnl1gh. Pennsylvania (liu Ilretl. number and munclpOllily) Deeendent,then 84 years or age, died JulY 1. 19 94 , m Hnly ~piri~ Hnepltal. East Pennsboro Township, Cumberland ~ounty Exceplos rolluws, decedeol did nOI marry, was not ~ivoreed and did not have a child born or adopted after execulion of the will offered for probate; was nOlthe vlclim or a killing and was never adjudicated Ineompelel1l : Deeendenl al dealh owned properlY whh estimated values as follows: (II' domiciled in Pa,) All personal properlY S 172.000.00 (II' nOI domiciled In Pa,) I'ersooal properlY in Pennsylvania S (If not domiciled In Pa.) Personal properlY In County S Value of real cslale In Pennsylvania S shualed as follows: WH\;REFORE, pelitiooer(s) respect full)' requesl(s) Ihe probate of Ihe lasl will aod eodlell(s) presenled herewith and Ihe cranl of lellers Tee tamen ta rY t":~IDm('nlaf)'; udmlnl\ualion C.I.o..; admlnlmotlon d.b.n.c.I...) IherOll, ~ "0- 'l"" ",I; ..,15 ~'- ~," -.!' i;= ~ " II ~ lii ~~~A/ Wintnn F Hnwit.t: dO? ~~hi'lp Rn~rl _-HaYRrtnwn~ Ph 1QOB3 (e~..i'+,f 1Jwd{ ~udreY J. Hewitt 407 ~chi lle Road _, Havertown. PA 1908L- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 01' PENNSVLVANIA }:;8 COUNT\' 01' The pelitioner(s) above,ool1led swear(s) or arrirm(s) that the stnlements In the foregoiog petlllon arc true 1ll1d correcllO the best of Ihe knowledge and belieI' of pelitloner(s) and thaI os persooal represen. latll'e(s) of Ihe nbove dccedel1l pethloner(s) will weiland !,[!I.ly ~dmloister t e cst ale eeordlng to law, Sworn to or affirmed Jll}d subscribed { ~ /-/' -- ~ berore 111 I:l~ ~ ~~_L~-9f ~~~:~;P~~~;~~ 1 , 'l Rellisler ' ~ /9 ~tu4 . No. 1QQd_nn"7';d EVelyn L. Estate of F.vRl yn M. RM,Hy, 'A IK /'A Beattv ,Deceased . . DECREE OF PROBATE AND GRANT OF LETfEltS AND NOW (!! ~ ,31 . 19..s5.-, In consideration of the pethloo on Ihe reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED Ihatthe lnstrument(s) dated 11 n"" ~ "" described therein be admllled to probate and filed of record as the last will of Evelyn M. Beatty, AIKIA Evelyn T,. Beatty and Lellers Testamentarv are hereby granted to winto~ E. "..witt and I\udrev J. "..wi tt It! l/' . ~'/4. ,I'./,< 'f.'l '"f I FEES Probate, Lellers, Etc. ......... $ ? 5 .00 Short CertlfiealeS( ~ .... . .. ... $ 6.00 Renunciation ................ S n~nra~ A. V~,]ohn. Try 25650 ATI'ORNEY (Sup, Cl, 1.0, No,) $ TOTAL _ $ 31.00 Filed..... t" .q~)'~~~~. .3.1!. .l.~~~....... 3904 Trindle Road ADDRESS Camp Hill. PI\ 17011 PHONE (717) 975-9102 Mailed letters and order to attorney on 11-2-95 IlIMlIlllfV 11M IHlfOllltll't CtRlIfICA.H tlU>ll WAflNING: IT IS IllEGAL TO AlHIl TIllS COpy on TO DUPLICATE flY PHOTOSTAT on PHOTOGnAPH. COMMONWEAl n. or IIENNSnVA,NIA, OEPAnTMtNT or ItEAlllt VItAL I\tCOHOS LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT, NO, 2710373 7-11-95 U." "I I".... ulllh,Ce'll"Uhvn Sex Ma la We.l ______L. "-'f,;" tar 1,44J'- Social Security No.--1-JtO - ~6dj.3.2_ B II lI.tty lll,t Name of Decedent Date of Death 7-9-95 Date of Birth B-16-1910 Birthplace N e.w Illl r.t.....-U Place of Death Holy~irit Hospitel f.~,l", rl,art." Cumber lend (."''''.'' E. Pannsboro Twp. Pennsylvania c,'~. U""IIJ"h 0' lu..".h.p Race White occupatlon....J>J!J.,f-Q.ffiPJ&y.J3-P-Re.i!l-t.e.L....Armed Forces? (Yes or No) Yes Decedent's Marital Status Widow llr_Malllng Address ...-3AaJLG1'Jl.en_5-t.. r.llmp~JU.1 ">",,,"', llll"" C,ty 0' 1""," 5'-''' Informant Audre y...Jjewi tt _ Funeral Director _D.II.YJ..tLM_._M)I..IlI..S Name and Address of Funeral Establishment ~...!l~\'Ln er.Jl.J.~!t.JI.!HtP..oLt.,~ 17074 I nterval Between Onsel and Death ParI I: Immediate Cause (al Mesenter~JLinL!l.~l;j;J9n (bl (cl (d) Port II: Other Slgnlllcant Conditions Manner 01 Doath: Notural 9 Accident 0 Suicide 0 Doscrlbo 110W Injury occurrod: Homicide Pondlng Investigation Could not be Determined o o o Nama and Title of CertHler Salvatore A. parascondola M" O. (M,D" D,O" Coroner, M.E,) Address 890 Poplar Church Rd., Camp- Hill, PA 17011 This Is 10 certify that the Information hero given Is correclly copied from an original certificate of death duly lIIod with me as Local Registrar, Tho original certHicale will be forwarded to the Slate Vital Records Office for permanent filing. /'} \. ') _~ji.UI!4.~~,,"j4~<..J':'-dWijo<t55- --2::.1.0-=_9.5.-.._- .__1_0 L!lBr~e.tL,Sj;-,-.. tLe.l'l--1l~JJ1_0J1liJ.!L:Ll!., P A 17068 IJ~!" 11'~ 1'....<1 fli l ",.,,1 11"'l,ltr~' ~t...;.l A.I':"'" C.I,. 110""'\1", 10..",1\;01 CERTIFICATION OF NOTICE UNDER RULF. 5.6(a) Name of Decedent: Evelyn M. Beatty, A/K/A Evelyn L. Beatty Date of Death I July 1, 1994 Will No. 1994-00764 Admin. No. To the Register: I certify that notice of beneficia! interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 6. 1995 I Name Address Martin M. Chronister, Executor of the Estate of Walter L. Beattv 20 Erford Road, Suite 315 Lemoyne, PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: November 6, 1995 ic~ S gnll. ure Name Georqe A. Vaughn, III Address 3904 Trind1e Road "---, " '.u'" ~'..J I '--~ ~ r~:l- ~ , " :J (30 Camp Hill, PA 17011 Telephone(711 975-9102 Capacity: x Personal Representative Counsel for personal representative