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Home My WebLink About94-00861 ,~,';{; ~W~~:';t,...,,,,., '.:>'.,>"',.'. ,~i\4:1 '''I~.(<y!,'tf!ftf :'" ,_".~, . > f ",~,<~.,)'~ -:'~ :<,:;:':;({/:~.~ -"':':/J~~ ,;.< ,- j:'1,:r-lit'A' ., .;{~l': .i; ;"../ " ,t ld -.',' "":-r.'<',", ?~L,~{.'_ ; ;~:'-:: ',- -_ ~f~~,~~,~j f);;:",: Eslale of Hazel W. IJoggs also known as PETITION }'OR PROBATE and GRANT OF LETTERS .=:2/- 91./ - 8-(0 I ~ No. To: Register of Wills for the Deceased. County of C"lImhl>..l "nn In the Sodal SeCllrlly No. 107-40-9591 Commonweallh of Pennsylvania The petillon of the undersigned respectfully represents that: Your petilloner(x), who Is/lIIlC 18 years of age or older an the exeeut n.. In the last will of the above decedent, dated IIUgWlt 7. and codlell(s) dated none Witnesses to said Will to be still livina. htDle rele...anl clrcumslances, e,g, rcnunclatlon. death or clletUlor. etc.) named , 19.aL- are residents of New York state and are believed Deeendent was domiciled at death In Cumberland her last family or principal residence at 774 M"",,; ,," TnunQhip. l"'l1mh60rl&1lnn ("'''Iln'-y. Dt:lnn9ylH.:an~t:Il (lIu ItrCCI. numbcr Dnd munclpalily) Decendent, then Aq years of age died ~"p~"mhl>.. ,< , 19 ad , at Messiah Villaae Nursina Facility, 100 Mt. Allen Dr.. ~lechanicsbu~a, PA.17055 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing aDd was never adjudicated Incompetent: None Decendent at death owned property with estimated values as follows: (If domiciled In Pa.) All personal property (If not domiciled In Pa.) Personal property In Pennsylvania (If not domiciled In Pa.) Personal property In County Value of real estate In Pennsylvania siluated as follows: $ Undetermined $ $ $ None County, Pennsylvania, wilh Vill::tgA. rlppnl"" ^11t:1n WHEREFORE, petltloner(x) respectfully request(s) the probate of the last will and codlcll(s) presented herewilh and the grant of lellers ~oQ~"monb...y (tcslamenlary; admlnlstrallon c.l.a,: admlnlslratlon d.b.n.t.l...) theron. i 5 'Q- '6~ ~6 ll:ij ""0. lr_ ~o ! Iii c~~~ 17 Rroadmonr OrivA M~"'ht:llni"'Qhl1rg Db. 17nt;;l; OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF ('fJMRRRLANn The petltloner(s) above-named swear(s) or arnrm(s) that the statements In the foregoing petition arc true and correct to the best of the knowledge and belief of petltloner(s) and that as personal reprcsen. tative(s) of the above decedent petltloner(s) will well and t~dmlnlster the estate according to law. Sworn to or arnrmed and subscribed ~E' tt:-~ '" before me this 11TH day of Edward W. ~ ~. ~hI>" ,q' +-, 19 _ (U.~r6'J"'r\A2.LJ.Ib. ~ ~ARY c. LEWfs ~ J 1..1 - 0<. !Yi - I '-I . . No. 21 - 94 - 861 Estate of "".91 W. ""Il'il" , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 12. 19~,ln consideration of Ihe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated AU9uBt 7, 1987 described Ihereln be admitted to probate and filed of record as the last will of "".el W. Boggs and Letters Testamentary arc hereby granted to Edward W. Boggs ~1 (4 illl~ i1AA-{b;;.~ 41' Re,!.I.. or' Will. MARy C. LEWIS FEES Probate, Letters, Etc. ......... $ 270.00 Short Certificates! ~'.......... $ q . nn Renunciation ................ $ X-~ages $ 6.00 JCP 5.00 TOTAL _ $ ?on 00 Flied...... .o.m~.~~. '.2... J?~1......... Dawn S. Sunday 41954 AlTORNEY ISup. CI. 1.0. No.) 39 West Main Street ADDRESS Mechanicsburg, PA 17055 (717) PHONE 766-9622 '-0 '! ~ '--:", ~- r, "1.1. (~ - .: ..J I,)U " Mailed letters and order to attorney on 10-12-94, It In' ..d' hi \ ,~,. This i-i III fl'rlil)' (hilt the illlurnliltioll hl'll' ,a.;in~1l is fllnull)' toprl',1 hOIll .111 tlri~ill.11 u'lIifk.lll' uf th'iUh dlll~ fill'lJ wilh fill' U5 l.or.lllh'gislf.lf Till' mi~illill rcniliLtlt' will ht: 11Ir\\'ilhbllll dll' St.lll' Vil.rI Hl:ltlhh Ollkl'lllf Pl'fI11;lIll'11I rilin~, WARNING: Ills Illegal to duplicate this copy by photostat or photograph. No. I( I-'liI."LIN'rJ.A..K~ \t!U.jtu:~ !.on.1 Hl'}.;btrur , d I I I i I I , , I' I I !tn' (or fhi~ ll'I'lirk.Il(', S2.0(l 2498914 . 1. "'~/.I.1'./.'__ V 1l.lle ll'otIUK.. &., CO....ONWEALTH Of PfHNIYLVANIA' DEPART"ENT 0' HEALTH' VITAL RICORDS CERTIFICATE OF DEATH ''''''MoI. . P.~.., ....- ON.DltuI"............_. _ It.._ _.,......,t<uwrl "'...r-lI~llQ ... ~ ~.o - ......... --..~~ "-"""I-...-....~IIIII h~....... 11_"",,_- ~'""~....N""...~ u' .....--Ponna)"lvantz.- =- ~.. _t 11.11::....-=~.. "" ,-- Cu.ber..1&A "OT..f1.II..........loIoUe .....'-..- .. 100 Wl. A110n Drivo :' qlwl.ll~-l',\-I'1O !1;-~~Ilti\r.;Bll'" i PA ..oi1l\~fJIt;;!C.lI8i - I ~ J ~.1lo.-B.cp ~'..6........ ~n l:......_~J _.._.....1] _I,.,_l _IJ DiJroe>III&#I'___n_n__.~._. II ~lollbor 26. 1994 ~ii,..,{j,~ tj(fNiillSft-.iiiuot~"'lJ(:" llC'HIoIMNilA ., " J ....1 I..~..,h.-', Ju _ ~ ....._..;;;-~~ ..;;...--;;;-........ lI"II\I11ieN_'" ,-,..-.... -..-.. ~ \0,0........,.. 4 {~ . ~_..- .~ It I II'. 'H'-'" - I -~--;;r.;;---- ,.ttU-udUl d..iF iCu---;;;r;-~ --::-- ____ ~/'-:."1L!J_ln.-E:.!..j I I' PIUIIII. ..........__.........._...__._....._0.____11...... .., _..............,..... _........._. t......_._........~.. rtr~nl. .~rw. n-O-l.i to Ora.alar l~mM " (~' .)0 ~ - -- 1-"- ".i"'~.i'<", ~/., {'!v"JH11di"-.,, [EL!i~_,_, - ----r~ IthL,,--Ai"~i..tUl"/'I(I{.fl . I : _~~~.:.~~~~tn~~i~~l,~:,~-~~~" - .~!l~~A.t!~ ... .~.._~-=~~~~~~_=~=_.rd_'~t: DIICfOoUI...U\AH.4tll......., till '-'._'UI. .. C' ,I. . ......""'to=r- _..,;"'"" "',...~. I.....~. ....."-'~ro<,--~.""""'o -............TU .~..u.,_. ~1f"'I>>UU.. _.. IsJ ,.......... rJ ..:J ,. II ::::. :': =:::::~:: 1:1<..."""',.........."""...-"- .:-tii::~!:-U;""';;;. -....,....4.1 ~ ~" * ~ Uii.i..i4i~';;',... --.-- -~------ .......,l;fIf'TJiii'ii'iiiUlll~..1I .~-:!...:..-:.'::=~:.;;..=~:,_::;;::::_.::.::~~:.:.~:.:i::;..~...,.~J....,..,.-....~'I> Ll lL__...LV:C~I/h~./H' ......( ",j .__..~ 11t....._II(j[F., llAIiiiQI;i~..u.,.... "IIl)OIlJWo(_oIIt&IU'...'.........I~.II,",.......h.,............-.... ....,.....,..........,.........., 1"1 I~ Dll!1 l: tfA'tI' 1...._...,..................._....._,_._.......__.....'_11__...._ . ~---;O~,.OI,i~-...,.atoioWi'i IlfCAl,iw i1t1/"Lf-..___- ."'J'lll$".""'Orc.rr,.y ...,.TtIo....,} Il 21 'fa 1;,'''. ~r. Il. , !!.~ _._ 1')1t',IH""(("'~"".) It... '7o~'r OolIlIiIo,........,..._, J .... '- ...__~II_N _.-.....--....-.....~. ~ t ." '..DICUU........I\<COIWIIUI O''''.......,..............._.IIl.UII8.~.....,_....."............III........'''.I.,.....''''.,.........1. ,...Uw..t....... --..""......,...". ...."'.-... ,....,... "......"..,.... ........,..,....,....,.....,.. '" MI~jGiiiiiiil-toii;;ie---;;;O;'~"J~--'------' ..:li.~<v..~. ~~4~-. l:!lll~d,"J .. ;t'.~,- :':':",:',:i', :..(~!, ~~.'.-.~il~,~jH::i: <~A,~':l'o~ili.iEl.Lwl&Y" ,;, O'i':' '1<:': 21 - 94 - 861 "" '6 ,,~1,' ~' , ~, .. ."-:' n, '1':<( , ::1.c.:' " ( ..' ,-, i'l - .- ':" r.3 l." ,,} I :,j ~ ' ~ _~l (j 'il . lOll: ' a:: ....,. p\ ~'j L-= .~ ::> C.)U i1 LAST WILL AND TESTAMENT H I, HAZEL W. BOGGS residing at 961 Sclo Street, Elmira, New York 14901, being of sound mind and memory, do hereby revoke all WILLS and CODICILS heretofore made by me, and do hereby make, publish and declare this to be my Last WILL AND TESTAMENT, in manner and fonn following, that is to say: FIRST: I direct that all my funeral and administration expenses be paid. SECOND: All of the rest, residue dnd remainder of my estate of whatsoever kind and wheresoever situate i give, devise and bequeath to my three sons, EDWARD W. BOGGS, RICHARD F. BOGGS and DAVID W. BOGGS, equally, share and share alike. In the event that any of my sons shall have predeceased me, I direct that his share of my estate be paid to his issue per stirpes, and if he shall leave no Issue, then his shre of my estate shall be paid to my issue. LASTLY, I nominate and appoint my son, EDWARD W. BOGGS, as Executor of this Will. I grant to my executor full power and authority to sell and convey real and personal property not specifically devised or bequeathed and direct that no bond or other security shall be required of him in any jurisdiction. IN WITNESS UHEREOF, I have hereunto subscribed my name the 7th day of August, 1987. ::?~ ~ (Jp't.9"-" aze Ii. Boggs 9j~1t SIGNED. SEALED. PUBLISHED AND DECLARED. by the above named Testatrix. HAZEL W. BOGGS. as and for her Last WILL AND TESTAMENT. in the sight and presence of us. who. at her request and in her sight and presence and in the sight and presence of each other. have hereunto signed our names as subscribing witnesses. this 7th day of August. 1987. ~-/l/it #A,(y residing at Q.l.dA'_~?Z /r-: cZ.....""rr residing at tf 2a~<1: ' /. K<!:l p..;J 71/ al( );. ':/ . (/ v , , I" ~.; ;; STATE OF NEil YORK: : SS COUNTY OF CHEMUNG: The undersigned, each being duly sworn, deposes and says: That they are subscribing witnesses to the Last WILL ANO TESTN1ENT of HAZEL W. BOGGS being even date with this Affidavit. That said Testatrix did in the presence of each of these deponents subscribe her name at the end of said Will in writing and at the same time did declare said Instrument to be her Last WILL ANO TESTAMENT. That deponents did thereupon subscribe their own respective names at the end of said Instrument as attesting witnesses to the execution thereof, each at the request of the Testatrix and in her presence and in the presence of each other. That Testatrix was at the time of so subscribing her name to said Instrument and publishing it as aforesaid upwards of the age of eighteen years and appeared to be and deponents believe she was of sound mind, memory and understan':\ng and not under any restraint and in all respects competent to make a Will; that each of these deponents saw the other sign his or her name to said Instrument in the presence of the Testatrix. That this Affidavit is made by deponents at the request of the , ,,,',"" "''''re,tI, ,I to to, .~~.tDjl of the Wi ~>> . / . 7'(t().~A./ .p4-Jk ,,-(fA AJC c!-,,-~.)'.4:. / e.......u&- ;;'/ Severally subscribed and sworn to before me this h day of Augu~ 1987. ~ oaflNA D. nOOERTS, I'c'ory PubliC New York Slote. Cbomuns Co. 330~~ Commlsslon [.wpl,os Nov. 30, 1~ ,".-.;. \{ ~R I' ' . . Ii . ':[;,' '.' ,1';, , .J t:;" "~!:i." ,~-g ... , :~~ " ~:~.s. , I? ffi, ",I. ~",~1J, ~kq :.;~S'.'. rJ.!P, · ~O,C ' -, ,,' ; "~, .~. ;~ ... "r ',' '.; 1 . ) t . .... o ~ al 1 . I.,. '. 3' ~, " a . . :1::, ..J UJ ~ .~\., .I '. " '-.,;" .- .........,+_.J.:.~_"":""""__ -.:...-.,;....,...:.-.- _~ ,+..___.~__.~u.~.~._,~___.~___......~.._._..~_. .~"._ . . REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS ~, -',- '-'''- ~ codicil (each) a subscribing witness to t~lIlYresented herewith law, deposc(s) and say(s) that ~ / ach) being duly qualified according 10 present and saw the teslp' , sign the same an~ request of testa' In h /Jlresence and (In the prese other subscribing witne~)y." Sworn 10 or affir ~d subscribed before me this day of 19_ signed as a witness atlhe of eaeh other) (In the presence of Ihe "- (Name) (Address) Reg/sler (Name) f'-- "".:,=: (Address) I.~- REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON.SUBSCRIBING WITNESS "l _ cc - ::l uU '. Edward W. Bogqs and Norene S. Boqqs (each) a subscriber hereto, (each) being duly qualified according to law, deposc(s) and say(s) Ihal the" and each of them familiar with the signature of Hazel W. Bogqs 0lXII~ will testa' I"~ Y. presented herewith and laDJlk:iI believes the signature on the will Is In the handwriting of of (all<<xaf>>WXllltmmblnll<X'<<it~OCiXlIlI) the that t-hny .:ann n:ll...h f"lF t-horn Hazel W. BoqqS to the best of their knowledge and belief. ?7~ ~-?' Sworn 10 or affirmed and subscribed before ,,,,.,,,,,.0'1 '" ""'ggQ me this 11TH day of (Name) October 199 17 Broadmoor Dr., Mechanicsburq, PA 17055 ~. (Address) Reglsler U 0 Norene S. Boqas '/"L.-AP-", " /~o=- (Name) 17 Broadmoor Dr., Mechanicsburq, PA 17055 (A ddress) I'i' n' II. ,It" [''''0110'''' 4'" / Oor Y,o' W INTRV INTO SAFe DEPOSIT BOX ~',)I,. r;4 CO/',,^ONW[A.UH I! '~mIlIVANI^ TO RIMOVE A WILL 011 , -" 'r;.1 .-.'/ I WM'''''t1~ I '<<"Y' CEMETlRY DIID /. ''f - 01''0 IIA'W,\\Ulfi, ^~) 131~m' rl.;t'. r,ln' qr '!Y,.' _.-,..._ . .. __._.'____._...~.. .__.~.u. ._ _ .. ..., --~;.tt"t'tt'"'..._ . , ".;." 0' CO'~'lI"Il.V .i,IiIlIlIlA"YI 0' IIHAHCIAI tH'lIIUIIOll WHUIIA.. ol,om lOX 1I10CAtrD AHn UIU~IlII) to ABOV' AD?O,,,, :~ ~ifii.i\jj'fiiAMII\O". 1I",:Mi.tiiil"' ~ IOCIAL IIclJ~11Y HUMin PAil or PIA,r--.-.--.--....' .-.!!~~J9~_~./.,II..:~L~)) . ,....._. _1.-.lU{:_~~.:.1?LI..__.. lll:n/'~L n__. I l\l ~':':;:~~'4~r, 0,<;i61 I J I CUr SIO', "r C.~, /:)1./ /1/u,fjIIYJ \ ,III F,.. tlbAul,(:./JlI((/!/J Ih'G:6,.,___ i1ll'1'.i lIilo.lloiiiiii OnilWlllIQUIIIIIlU II iiJJll110ITHmmiJlillilllll .J .'II'~ .. I 1.,1(!I,tr!!iL~:...Jj(:jY:'_,_______,_. _ r r)( (hn 11.L.:1n11t,i II.'^V'I'I" ..: . ~.. ".J . J 1 /7 orOC/umoOl' J, nVf., ; ,;] liMli Miii^bOIfU or IIHAIlCIAL 'NllIIUIlOIl WHtl1 IH. 'A" D.,oiifiOiiiiTOci.iio I. tler''''~' rlnl"tl,II",'lh/U"" .?!J~.7l1.d._..Nfl.,'__,,__, l&dIlUMh,JJ'(j f I __,[llJ.'Q~__.., '10,., M'.... ' , C"r ':7" q S"" I'r ~.~, /colrlL //1101 JJntll-, flit- v,/!t to tomlllDllf. ;~ ;rv;;;iIriiOr,~" omiiii ioii--- , II . OR AMii11 UHPn WHICII ~ox II niOIIllI;O---'-'--"'---'-' '~m .....--~.ill-"-.,._= d[I!!.~ tJ ~J3cYJ!1S ...,., I"MIII'" ^ 1'1', I" tlIIIIM, .. - r Jus j>.{NU "~,,.. It... 01 will, ~. . ,..,....\ "In' / 'k,~r,.(j 'Jj;i;......,i~ t~" ..' .---..-.--.... . - 19,. .- ., lit.,." ,nt' et4~'... " ,.."m.1 nr'.r.ftla""'I." If "'I""" 'n ,hI ""In. t~OI"" III a.... ji:;;r .cU;,.i" -.. --....CAr '--s,;t't"-ii;t;J. _. .. ; ij~;"" -..- ---...... ------.-----.-- ----:--~.._-_..._-_--:.-..~.,...-- 5i;.fT^ll~r;;i------"'" tllr --,_. fiQi; -'-"Vii f:J. "- . ---. .~-------.,-..~.-._--...- .....------- '" ~_.--.._.__.-......, t. tI"'l1t ""of """"U ft .11.""". 11 ""'1 11"1'" A/r.t.- j;:;;,i";..'J~I.iii--._....... ..-..'--......,.-....,.-.....--... Clir-- ""'."iiri;--"'1;;. ~~4.j~ .. iJ;~.-' ..- ------. ...-...__.~_._._-- ..--.,----.--.... ~';..I.^:ji"."-~----...-_.- "'--'- tllr . --,;;;-~-' ZIp ';1,'''' "'--8 r.r JIJ. ') '. ,- !JiJdlo-Jll1Llq,}t/,_ -'--.-.-,.. . "'II'L r.nl .."';>-!,;tJ,,:,\~..~'~~~~<~~ " " 'J': -' . ~'. ~ _s' ".' . ,',. -,' . ,i,' 7-1I:}.-1? /f-,;{.:J'7~/ </ INHERltANCE'TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) , . Ilr....l5oq fX. l'lut COMM()t4W[A,1I10f NIl,;nIYAllIA UfPJl,lllM(lH 01 A(VruU[ "'" 100'01 IlAItAISlUIlO. PA 11 21.0601 - OIClO"'I" IIAM' llA,", tIIU. AtW MlbDII1WliAI,- ,J!Q9g~I,.JIl\il~.Lli,-- ~____.___I______ \O(IAI !.fcu.", NUIoI'U OAIt or CrAHI OAn Of .'1111 107-40-9591 9/23/94 1/2/1905 ,,' ......"" """"';;;~"''''"' "1', '''I' ..., """;;;;;;;"'-liOCOAIiRUiiiTifuM'" IKJ 1. Original R,lurn 0 2. Supplemental hlurn {J ... llmUed Ellal. 0 .40. Fulur. Inler..' Compromht (lor dolu of d.o,h oltor 12-12,821 O{] 6. O.cedent DI.d l,,'ol. 0 7, O.ced,nl Maintained 0 living TruI' IAlloch copy of Will) (Alloch copy of TrOll) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOt .,... COMPUU MAllI I ADDU Dawn S. Sunday 39 West Main Street 11I""0'" "OM'" Mechanicsburg I PA'1:7055 . 7J.7 I 766-962 ' '" l!! ti~8 =09 u~.. "~':~~},, ' ;t",1-1~".u.- Iii ~ o rillii "0 .... B~ .. o I" I .. 1. Real E.la'e (Schedule AI 2, Slach and Bond. (Schedule BI 3. Closely Held Slock/Partnershlp Inl""'ISch,dull C) ... Morlgag.. and Not.. Receivable (Schedule OJ S. Ca.h. Banlc Depa.llt & Mltcellaneou. Perianal Prope,l)' (Sch.dule EI 6, Joln'ly Owned P,op"'y (Schedule fl 7, 110..1." (S,h.dule 01 (S,h.dule LI 8. Tolal Gran Au." (lolaIUn.. 1.7) 9. Funeral Eap.n..., Admlnlttrallve COlli, Mltcellaneou. Ell:pen... (Schedule HI 10. Deb.., Morlgage Uobllltlel, Uenl (Schedul. I) 11. Talal Dedudlonl (lololUnel 9 & 10) 12, N.I Value of Ellal. ILln. 8 mlnulLlne 11) 13. Chorllobl. and Governmenlal B.qu'llt (Schedule J) 1... Nel Volu. Sub 1(110 Tall. (Un. 12 mlnu. L1n. 13) IS, Spousal Tronlf.n (for dole. of dealh ofler 6.30.9") 5.. Inl!ructlonl far Ar,pllcable P.rcenlage on Reve"e (151 Sid., (Include valu.. rom Schedule K ar Schedule M,) 16, Amounl of lIn. U IOMable at 6% role (Include valu.. from Schedule K or Sch.dul. M.) 17. Amounl 0' Une 1A taMable at 15% ral. (Include valu'l from Sch.dul. K or Sch.dul. M.) lB, Prlnc'palla. duelAdd 'D. from Une, 15. 16 and 17,1 19. Credlh Spoulal Poverl)' Cr.dlt Prior Poym.nh Dllcount Inlerllt + 16815.00 +~ 0 20, If line 191, greo'er Ihan L1n. 10, enler the difference on line 20. Thill, th. OVERPAYMENT. 110 21. IIl1n. 181. greo'er than lIn. 19, .nler !h. difference an L1n. 21. Thl, It the TAX DUE. ^' Enler ,h. Inl.r..' on Ih. balance due "n Un. 21A. D. En'er ,h. 10101 of line 21 and 21A on lIn. 210. Thl,l, the BALANCE DUE. MaSle Checle Payable tOI Reghter of Will., Ag.nt . t--- YEAR 0861 NUMBER 111 - (21-7_2104.53 131 (41 (5) 207074.61 (6) 2060.62 (71 ,_38219.52 u_ _,___,___... 15797.64 (9) 1101~9 o 301912.45 1161 1171 __.9. .. o ~ :II B S Chl'ck IWH.' If you (Jill fl'qUl'ltlng 0 refund of you. overpayment. 'n "iR ,;., ( !' ~,' ,:l ') " '. ':'1 ~~ -, 181 319459.28 Ill) 17546..83 1121 301912.45 1131 0 1141 301912.45 K._a 0 K .06.. ],6114.15 K .15 . 0 I1BI 18114.75 1191 1 77Qo.Qn (201 (211 414.75 121AI 0 (21BI _~JA..J5 ~ BI SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH .. ., " Und.r p.nalll.. of p.rlur)', I d.c1ar. IhJll hov. .xamln.d Ihlt re'urn, Including accompanying Ich.dul., and ,'a'em.nh, and 10 Ih. bill of m)' knowledg. and b.lI." It It Iru., corr.d and compl.le. I d.dar. that 011 real ..101. hal been report.d at true marlcet value. Declaration of prepar.r olh.r Ihon Ih. p.flonal repre..nla'lvell balld on alllnformallon of whlth r. or., hat on)' howl.dg.. IOHAIUIU , uou UUOU$IIU '011 flUNG IIf1UIIN ADDIIUS roa r Dr ve OAn ,Lf.--< -<., t. ..,,l..-- Mechanicsbu I PiI 17055 June SIG"A~Uu.' ,iimill ont II I.. t.f 5(NIAllvl ADDIIUS 39 West Ma n Street Din C4<..~ '" \ Mechanic~1 PiI 17055 .JIm" t'"C- , 1995 lJ': 1 q95 , i I , i I I f. Act '48 of 1994 provld.. for Ih. r.ductlon of Ih. lax ral.. Impotld on Ihe nel value of Iran"e,. to or for the Uti of lhe .pou.., Th. rat.. a. pr..crlbed by Ihe .Ialul. will bel . 3% (.031 will b. appllcabl. for ..101.. of d.c.dent. dying on or afler 7/1/94 and b.fore 1/1/96 . 2% (.021 will b. applicable for ..101.. of decedenlt dying on or alter 1/1/96 and belore 1/1/97 . 1% (.011 will be appllcabl. far ..Iat.. of decedenl. dying an or after 1/1/97 and belore 1/1/98 . Spou.al Irantle,. occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK I.....) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a transfer and: a. retain the use or Income 01 the property transferred, ....................................................... b. retain the right 10 designate who sholl use the property transferred or lis Income, ............... x x c. retain a reversionary Interest; or ................................................................................... x d. receive the promise lor IIle of ellher payments, benellts or care' ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration' II death occurred oher December 12, 1982, did decedent transler property within one year 01 dealh without recelylng adequate conslderallon'..,.,. ............ .................... ........ .11.......... ................ II II........ ............ x x 3, Old decedenl own an 'In trust for' bonk account 01 his or her deolh,,".................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. , . IIfv. I~O] n. l~ nt-I ~ ~,i;f.. SCHEDULE B ._ ..~ f~~~~~~!~~3~~;';~~~:{~A~~~~YA~'.~___L___ STOCKS AND BONDS ESTATE OF . ,- .,._.. _.._.h..,..~". ',.0____ ..-.---------.. I L__________ ., , uFllH-IUMoER----.' ,- -, lIazel W. Iloggs 21-94-0861 . , "._______._._n.__'.____.. ..______...___ _.__,___."__0......"'__.__ h___'__ _...>...... IAII prap..'Y lalnlly.awned with Rlgh. af Survlva"hlp mutt be dl,,'a.ed an Schedule F.I ...--..--. ,-- -- -_._-----~----_._---_._-------_..._...__._---- _._~~_.- HEM NUMBER 1. 2. 3. 4. 5. 6. VALUE Al DAlE or OEATIl DESCRIPTION ~lU'l'UAL FUNDS 748,738 shs Phoenix Hi9h Yield Fund Series Class A @ 8.25 Dividend paid 9/26/94 to holders of record 9/21/94 1301.849 shs Seligman Growth Fund Class A @ 5.07 6177.09 48.67 6600.37 980.228 shs Putnam American Gov't Income Fund @ 8.21 Dividend paid 10/17/94 8047.67 49.99 27825.03 9725.93 2071.856 shs The George Putnum Fund of Boston @ 13.43 3670.162 shs Lord Abbett U.S. Govt. Sec. Fund, Inc. @ 2.65 STOCKS 100 shs Fortis Securities, Inc.-(Formerly AMEV Sec., Inc)@ 9.00 Dividend paid 10/10/94 to holders of record 9/15/94 BONDS 900.00 7.50 7. Five (5) $50. u.s. Savings Bonds - Series E Denomination Date of Issue Number $50. 12/1/53 L 222034l653E 337.72 $50. 7/1/54 L 222034l652E 346.24 $50. 1/1/55 L 222034165lE 350.40 $50. 4/1/55 L 222034l650E 345.42 $50. 1/1/56 L 222034l649E 342.50 8. Eleven (11) $1000. u.s. Bonds - Series H $1000. 1/1/73 M lB372090H 1000.00 $1000. 10/1/73 M l8372089H 1000.00 $1000. 10/1/74 M l8372088H 1000.00 $1000. 7/1/77 M 1837208711 1000.00 $1000. 7/1/77 M l8372086H 1000.00 $1000. 7/1/77 M l8372085H 1000.00 $1000. 9/1/75 M l8372084H 1000.00 $1000. 9/1/75 M l8372083H 1000.00 $1000. 5/1/76 M l8372082H 1000.00 $1000. 5/1/78 M l837208lH 1000.00 $1000 . 5/1/78 M l8372060n 1000.00 ..,_~TAL (Ahn onl,,~ on lino 2. Rocar'IUI"'!o>~L_,_,____ ~uI~~OIl,~!?_::l (If more space is needed, inlfHt addilionol shpels of sume sin.) "'1IVollfllt 1'111, COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF lIazel W. Boggs (^"lnall.,tv 'alnllv.awnN wllh th. night at Survlvanhll1 ",utt b. dllelaud Dn Seh.dul. "F") ITEM NUMllEn DESCRIPTION 1. Savings Account 150-3007-3B95 in PNC Bank Balance on Date of Death Accrued interest to date of death 2. certificate of Deposit 1041-316-0089458 issued by PNC Bank Value on Date of Death Accrued interest to date of death 3. certificate of Deposit n046-320-o173214 issued by PNC Bank Value on Date of Death Accrued interest to date of death 4. certificate of Deposit #046-322-0089466 issued by PNC Bank Value on Date of Death Accrued interest to date of death 5. Certificate of Deposit #046-322-0151894 issued by PNC Bank Value on Date of Death Accrued interest to date of death 6. Refund from Messiah village for apartment at 724 Allegheny 7. Uncashed Dividend Check on Putman American Growth Income Fund dated 9/15/94 8. Uncashed Dividend Check on Lord Abbett U.S. Gov't Securities Fund dated 9/15/94 9. Uncashed Dividend Check on Fortis Securities dated 9/15/94 10. captial Blue Cross - Account Receivable (Drugs 5/23/94-9/15/94 11. Capital Blue Cross - Premium Refund (10/1-12/31/94) 12. U.S. Treasury - 1994 Individual Income Tax Refund 13. Commonwealth of PA - 1994 Individual Income Tax Refund 14. Capital Blue Cross - Account receivable (Drugs 9/13-9/23/94) 15. Draperies @ sale price Dinette table and two (2) chairs Twin bed and dresser Desk Marine Midland Bank 16. 17. 18. 19. TOTAL (Also enter on line 6, Recapitulation) III mar. IPIC:' I. n"d.d In..rt additional ,hutl at 11Im. 1111) VALUE AT DATE OF DEATH $ 52352.77 60.67 292l9.69 53.99 7098.56 9.45 74211.17 1840.54 20000.00 42.22 19347.50 49.99 75.26 7.50 472.60 342.30 1286.00 170.48 198.92 75.00 50.00 75.00 35.00 Closed-Nothing o Date of Death $ 207074.61 ':<. ':-",",.4. .-\t,,~ '1fIlfJ'l'" 11ft.., (l'''''''flllwl 101111 Of UllllhlVAIUA 11I1lI"IAlllt '''I I,IUIU IIUlt'''Htlltlllllll SCHEDULE F JOINTLY-OWNED PROPERTY ES'A'EO,--n_, lIazel W. Iloggs , ...... Jolnl 'onnnllo). - fFILE NUMDER 21-94-861 .---- -.. -- .. -~-----_.- ._-".--~----- - ---.----..- ,__. '.' _ _ NA~,~,_._._.__._ A. Edward W. Boggs ADDRESS 17 Broadmoor Drive Mechanicsburg, PA 17055 RELA TIONSHIP TO DECEDENT Son D. C, Jolntly.own.d properly. ITEM NUMBE LETTER FOR JOINT TENANT 1. A DATE MADE JOINT B/24/87 Interest Checking Account No. 50-7010-1598 in PNC Bank in names of Hazel W. Boggs and Edward W. Iloggs Value date of death Accrued interest to date of death DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DECD'S DOLLAR VALUE OF % 'NT. DECEDENT'S INTEREST 4116.85 4.39 50% 50% 2058.43 2.19 TOTAL IAllo entor on IIno 6, Recopltulatlon) (II more IpUCft ;1 needod inse,' oddilionol slleell 01 lame sin} S 296O'!..62_______, IIY,Il10 "+1"'11 COMMONWIAlf" 0' ,rNNSYlVAHIA 'HllllnAHel 'A. OIIUIH UIIOIH' DICIDIH' SCHEDULE "G" TRANSFERS I ,iJ:nmMiiU--- 21-94-861 TAli O' Hazel W. Doggs THIS SCHIDULI MUST II COM.LnID AND PlLlD IP THI ANSWIR TO ANY O' THI QUUTlONS ON THIRlVUSI SIDI O' THI COVIR SHIIT IS YIS. 1. DECD, DUCRIPIION Of PROPERlY EXCLUSION 10lAt VALUE ,. _ __ ~~-1liL- Deferred Annuity Contract .9900-60322 dated July 16, 1985 between IDS Life Insurance Company of New York and Hazel w. Boggs, annuitant and owner. Single Premium $1??oo.00 Retirement Date 7/16/89 Amended Retirement Date 7/16/2016 Beneficiaries: Three (3) sons equally Edward w. Boggs (1/3) Dr. Richard F. Boggs (1/3) David w. Boggs (1/3) Value on Date of Death: Letter attached 17327.32 100% DOLLAR VALUE Of DECEDENI'S INIERISI IIEM NUMIER 17327.32 2. Deferred Annuity Contract 19300-01983225 dated March 9, 1988 between IDS Life Insurance Company and Hazel W. Boggs, annuitant and owner. Single Premium Retirement date Beneficiaries: Three (3) Edward W. Boggs Dr. Richard F. Boggs David W. Boggs Value on date of Death: $13823.47 3/9/2004 sons equally (1/3) (1/3) (1/3) Letter attachee 20892.20 100% 20892.20 TOTAL IAI.o o,'or o. 11.0 7. Roco.llUlollo.1 ~19...~.~_ (II more 'pace I. n..eI.d Inllrl additional.b..... 0' 10m. .'n,J Hazel w. Boggs ITEM NUMBER A. Funo,al bponlo.. ,-..., 'hltllllll"l, B. 4, C. 1. 2. 3, 4, 5, 6. 7, 8, , ..,~,~~~.. _.,~)-.-l.+i." ,,~Jit.'~1\ -,!Ii'I,.. COMMONwumlOF rfNNSYl\lANIA INtllIlItANCf tAllllllU"N IESIDr"" DfClDfHl SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ploalo Print or T 0 21-94-861 DESCRIPTION AMOUNT 1. olthof Funeral Home - Elmira, N.Y. Myers Funeral Home - Mechanicsburg, PA Richard F. Boggs - Reimbursement for: Rev. J.B. McLaren organist Custodial Admlnlltratlvo Calli, Personal Represen'allve Camml..lans Social Security Number of Personal Represen'allve, Year Camml..lans paid 981. 80 1568.00 2. 3. $ 50.00 35.00 20.00 105.00 1. 2. Allarney Fees 12575.00 3. Family Exempllan Claimant Addre.. of Clalman' at deceden"s deo'h s'ree' Addre.. City s'ote Zip Code Relollonshlp Probo'o Foos . 281.00 Mllcollane"ul Exponle.. The &mtinel - Executor's Notice 68.84 9.00 Register of wills (3) Short Certificates Cumberland Law Journal - Executor's Notice 40.00 Register of wills (2) Short certificates Register of wills - Filing Inventory PA Inh Tax Return Charlyn Y. Guerriero - Notary Fees 6.00 $ 13.00 15.00 - 28.00 10.00 Reserved for Filing Account Recording Releases, etc. 125.00 TOTAL (Also on'er on IIno 9. Rocapltulallon) S (II more .paco II noodod, Inlo,' addlllanal "h.o'" 01 la, n. .....) , ; ~ i , , , t , IIYI,I1I1111911 ESTATE OF ITEM NUMBER 2. 3. 4. 5. 6. 7. I, Plla.1 Print or T I FILE NUMBER 21-94-861 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS CQMMOUWUlftl 0' PlHHlnvAtUA ."II(lII...N(II.IUlum "StOIHI DIClorNI Hazel W. Boggs DESCRIPTION outstanding Check #329 issued on Interest Checking Account (Item 1 Schedule F) which cleared PNC Bank on 9/26/94 Bell Atlantic - Account Payable Messiah Village - Account Payable PP & L - Account Payable Messiah Village - Account Payable Paul D. Dalbey D.P.M. - Account Payable ATS Medical Seryices, Inc. - Account Payable TOTAL IAI.o onlo, on IIno 10. Rocopllulollon) (If more spoce ;1 n..eleel, ins." oc/cJjljonal .h..1s of lorne sin,) ..._--,-,.....-.....~._......~--~-,...-",._.".";."..,,,., , AMOUNT 25.00 10.86 997.62 25.34 443.87 24.00 222.50 $ 1749.19 ., " '. . . , IIYUIIII'I,"r ,~j ~,;~,~ "'~ (flI,lMljfhltIAIIIIO'''IlIlUIVAlIIA IHHlIlY"NCI 'AIIlII'U'" _ . __ _ __ "'IDIH'OfCI~_I~1 ESTATE OF , SCHEDULE J BENEFICIARIES FILE NUMBER Ilazel W. Boggs 2l-94"()86l ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. TOlliobl. Bequ'.111 I. Edward W. Boggs 17 Broadmoor Drive Mechsnicsburg, PA 17055 Son Balance of Joint Checking Account and One-third (1/3) of both Deferred Annuity Contracts snd One-third (1/3) of Estate 2. Dr. Richard F. Boggs Son One-third (1/3) of 105 Butler both Deferred Williamsburg, VA 23188 Annuity Contracts and One-third (1/3) of Estate 3. David W. Boggs Son One-third (1/3) of 12555 Lt. Nichols Road both Deferred Fairfax, VA 22033-2433 Annuity Contracts and One-third (1/3) of Estate ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequelts: I. None None TOTAL CHARITABI.E AND GOVERNMENTAL BEQUESTS (Aho onlor on IIno 13. Rocopllulollon) (If mort .pace I, n..d.d, In'lr' additional .h.... of lam. llae) s None . ' ":'; ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: HA7.601 w. RnggA Date of Death: ~~p"~mM'" ?":l. 1qqd Will No. 71_q4_RFi1 Admin. No. Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I N/A J. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did t.he personal representative state an account informally to the parties in interest? Yes No y d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. copy of Release is attached hereto. /) L Date: December~ 1995 ~ j<J C~ ,.., Signature - d ( , (),qwn ~. ~llnrlAY Nl!.me (Please type or print) 39 Wea~ Main stree~ Mechanicsburg, PA 17055-6230 Address r'''1 I .. --.l i't: Li_ ( 717 l 766-9622 Tel. No. ~, , ..: :) 00 Capacity: Personal Representative Counsel for personal representative X (MAH I rmf/AMJ) 7 -1/;).. -I} ,... - -' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1. J Ul ~war:.Q w. b.lng duly sworn Boggs___,_________ . .ccordlng 10 I.w, dopos.s .nd ..ys th.t h. _ is Executor of tho Est.t. of Hazel W. Boqgs 1.1. 01 _lJ~r.J\UQn 'l'owns!lip ,._w _, _ _.. ,. _ ____, Cumb.rl.nd Counly, P.., d.cea..d .nd th.t the within I. .n Inv.ntory m.d. by -11im . the ..Id Executor of the .ntlr. esl.I. of ..Id d.c.d.nl, consisting of .11 the p.rson.1 pro".rly .nd r..1 ....1., ..c.pt real .st.t. ouhld. Ih. Commonwealth of P.nn.ylv.nl., .nd Ih.t the figures oppo.lt. ..ch Item of the Inv.ntory r.pr...nt II'. f.lr v.lu. .. of the d.l. of d.c.dont'. d..lh. Fm~~E~:::~~nwK Boggs 17 Broadmoor Drive Swom to .nd .ubscrlb.d bofor. m., 1995 .{/J I' arl I nl Charlyn V, ucrrl . Not.ry PubliC Mcch::1'cs!.;;::c r::~o. Cumberland Counlv My Comm;:; ';,QfI (;yplroc May 18. 1990 Member, PLonnsytvllI.al\SSOCiallon 01_ Mechanicsburg, PA 17055 Addr... o.t. of o..th 23 Day 1994 Yur September Month INSTRUCTIONS I. An Inv.ntory must b. fII.d wllhln thr.e monlh. .fter .ppolntm.nt of porson.' r.pr...ntatlv.. 2. A suppl.m.nt Inv.nlory mu" b. lII.d within Ihlrly d.ys of dl.eov.ry of .ddltlon.1 ....h. 3. Addltlon.1 .h..h m.y b. .tt.eh.d es to porson.lty or r..lty 4. S.. Artlcl. IV, Flduclarl.. Act of 1949. . a. ~ J .,; w .. ltl M m ~ < .. III .. ~ ... ... .. .... 0 VI .. \0 0 W W c ! i!: "" lii .... ... .... u. .; Z u. ... ~ 0 . ~ ... w 0 < ~ :i > z "" Z 0 al i c c " - VI Z ~ c3 ~ 0 fli z < .... ... ." c - .. "'C 0 " .D ." .. E ~ " .. .. it .... u Inventory of the real and personal estate of Hazel W. Boggs deceased MUTUAL FUNDS 1. 748.738 ahs Phoenix High Yield Fund Series Class A @ 8.25 Dividend paid 9/26/94 to holders of record 9/21/94 2. 1301.849 shs Seligman Growth Fund Class A @ 5.07 3. 980.228 ahs Putnam American Gov't Income Fund @ 8.21 Dividend paid 10/17/94 4. 2071.856 shs The George Putnam Fund of Boston @ 13.43 5. 3670.162 shs Lord Abbett U.S. Govt. Sec. Fund, Inc. @ 2.65 STOCKS 6. 100 shs Fortis Securities, Inc.-(Former1y AMEV Sec., Inc)@ 9.00 Dividend paid 10/10/94 to holders of record 9/15/94 BONDS 7. Five (5) $50. U.S. Savings Bonds - Series E Denomination Date of Issue NUllber $50. $50. $50. $50. $50. 12/1/53 7/1/54 1/1/55 4/1/55 1/1/56 L 2220341653E L 2220341652E L 2220341651E L 2220341650E L 2220341649E 8. Eleven (11) $1000. U.S. Bonds - Series H $1000. $1000. $1000. $1000. $1000. $1000. $1000. $1000. $1000. $1000. $1000. 1/1/73 10/1/73 10/1/74 7/1/77 7/1/77 7/1/77 9/1/75 9/1/75 5/1/78 5/1/78 5/1/78 M 18372090H M l8372089H M 18372088H M l8372087H M l8372086H M 18372085H M l8372084H M l8372083H M 18372082H M 18372081H M 18372080H 9. Savings Account #50-3007-3895 in PNC Bank - Balance on Date of Death Accrued interest to date of death 10. Certificate of deposit #041-316-0089458 issued by PNC Bank-Value on Date of Death Accrued interest to date of dca~h 11. Certificate of deposit #046-320-0173214 issued by PNC Bank-Value on Date of Death Accrued interest on date of death CARRIED FORWARD , ' ..... 6177 09 48 67 6600 37 8047 67 49 99 27825 03 9725 93 900 00 7 50 337 72 346 24 350 40 345 42 342 50 1000 00 1000 00 1000 00 1000 00 1000 00 1000 00 1000 00 1000 00 1000 00 1000 00 1000 00 52352 77 60 67 29219 69 53 99 7098 56 9 45 160899 66 j .i- '..' Inventory of the real end personal estate of Hazel W. Boggs deceassd BROUGHT FORWARD 12. Certificate of deposit 1046-322-0069466 issued by PNC Bank-Value on Date of Death Accrued interest to date of death 13. Certificate of Deposit '046-322-0151894 issued by PNC Bank-Value on Date of Death Accrued interest to date of death 14. Refund from Messiah Village for apartment at 724 Allegheny 15. Uncashed Dividend Check on Putnam American Growth Income Fund dated 9/15/94 16. Uncashed Dividend Check on Lord Abbett U.S. Gov't Securities Fund dated 9/15/94 17. Uncashed Dividend Check on Fortis Securities dated 9/15/94 18. Capital Blue Cross - Account Receivable (Drugs 5/23/94-9/15/94) 19. Capital Blue Cross - Premium Refund (10/1-12/3l/94) 20. u.S. Treasury - 1994 Individual Income Tax Refund 21. Commonwealth of PA - 1994 Individual Income tax RefUnd 22. Capital Blue Cross - Account receivable (Drugs 9/13-9/23/94) 23. Draperies @ sale price 24. Dinette table and two (2) chairs 25. Twin bed and dresser 26. Desk TOrAL ,,- r, .('! I.D ':'f - " ': ~t: n. <::. N :! .~ J :.:;} ,-..J '} l.; l.) .~ wu; 0: l~: .j l: _::I UU 160699 66 74211 17 1640 54 2??oo 00 42 22 19347 50 49 99 75 26 7 50 472 60 342 30 1266 00 170 48 196 92 75 00 50 00 75 00 35 00 $ 279179 14 I . , I . I , , I , \ ':',1 I i j , \ " I :",1 J '..,;J -, , "I "I :....~ ":i d; , 'I , ".1 '.." . , '. I 'I , , :01 I J ,,' I J ':1 "1 "'I I I :1 ~ ,i ,'" .-a.. COMMONWIALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } UI b.lng duly ...ordlng to I.w, dopo... and ..y. th.t h. of the Eat.t. of I.t. of ___ n.__n_' ...._ __n ,__m ______ , Cumb.rl.nd County, P." d......d .nd that the within fa .n Inv.ntory m.de by , the ..Id of the .ntlre ....te of ..Id d.e.d.nt, .0n.l.tlng of .11 the per.on.1 prop'drty .nd r..1 ..t.t., ....pt r..1 ..t.te outsld. the Commonw..lth of Penn.ylvanl., .nd th.t the figures oppo.lte ...h It.m of th. Inv.ntory repres.nt It'. f.lr v.lu. .. of the del. of d.eedent'. d..th. .nd .ub..rlbad b.for. m., Eucutor . Aclmlnh'r.tor 19 Add".. D.t. of D..th Month Vur DoV INSTRUCTIONS I. An Inv.ntory mu" b. fII.d within thr.. month. .fter .ppolntm.nt of per.on.1 reprllent.tlv., 2. A .uppl.m.nt Inv.ntory mu" be flied within thirty d.y. of dl..overy of .ddltlon.1 ....ts, 3, Addltlon.1 .heets m.y b. .tte.had es to p.rsonalty or r..lty 4. See Artlel. IV, Flduel.rles Act of 19(9. ~ .,; w .. M ~ < .. II ... Iii u .. 0 .. ~ w C ... ... j!; '" .:.. .. ... ... ... .. E 0 0 ... .... ;1i Do ~ W 0 < t- ~ z '" 0 c C " III ~ l3 0 ffi .... Z Do "0 c ... .. -.: 0 II .lI ... .II II E ... .. J .. a if -' --'--""-'-'~' .~ ~.:..: __:.... __..:.. _.___,,_ __ _ ____ _.__ ___ _ __ _ _ _ __._ ... ... ,u __... _ __ _ __ -~ -- ,...-"---."- , '7 -II:J.. -/7 , . D'N~.~~'04'7899', CO~MO~D~~~~~T~~!.~:~:YLVA,NIA ':"-~~;;""~:'~~~b_, il~1l6l"1""1 . OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX' -.- ~ RECEIVED FROM, & ACN ASSESSMENT I!I CONTROt ~ NUMBER AMOUNT SUNDAY DAWN S 39 WEST MAIN ST 101 .414.75 MECHANICSBURG PA 17055 ,mDH'" ..,atDH,., ESTATE INfORMATION, 1:'1 filE NUMBER Y 21-1994-0Bbl El NAME Of DECEDENT LASTI II DATE Of PAYMENT EJ POSTMAR COUNTY SGN 107-liO-9591 (fiRST) (MI) DATE Of DEATH REMARKS fa TOTAL AMOUNT PAID .414.75 CW EDWARD W DOGGS SIGNATUIE, ' L REGISTER OF WILLS ~~~rS~ERL~~Ial~:S' .; 'I .' ""'''--''--- ---- ......- - ...-- -- - -- ~ - _..- -- - .- -. .--- - --- -- ---..---- ~ - -.-------;:-- I SEAt CHECK II 17 RECEIVED BY ... . ' .----- ,. ..... ...._, _ .u...... .. -~:__-:-.-...~~.11 TliJ ~-.t~ r-.~...l f ' ' ). \, 7-1/;;1.-/7 ~V-1S47 EX AFP (12-94* COKHOHWEAlTH OF PENNSVLVANIA DEPARTHfHT OF REVENUE BUREAU OF INDIVIDUAL TAMES DEPT. 280601 HAARISBURG, PA 171l8-0601 /L/..J.3Q -/4 ACN 101 NOTICE OF INHERITAHCE TAX APPRAISENEHT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE 09-18"95 .'. c... FILE NO. 09-23-94 COUNTY CUMBERLAND HOTE. TD INSURE PRaPER CREDIT TO YOUR ACCaUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX PAVNENT Ta THE REOISTER OF WILLS. NAKE CHECK PAVABLE TO "REOISTER OF WILLS, AOENT" REMIT PAYMENT TO: LAWN S SUNDAY 39 W MAIN ST MECHANICSBURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Anount Ranltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiifli:is4"i"ix"AFii"Ci'2:94TNoYici--lij1--iNHiifiTANci!"TAiC"APPRAisiiiENT-'--,U.i"liwiiN"Ci!"ijli"m_.m--m_-. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOGGS HAZEL W FILE NO. 21 94-0861 ACN 101 DATE 09-18-95 TAX RETURN WAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I eat.t. (Schedule AJ (1) 2. stock. and Bonda (Sch.dul. 8) (2) 5. Clo..ly Held stock/Partner.hip Int.r..t (Schedule C) (3) 4. Hortg.g../Not.. Receivable (Sch.dul. OJ (4) S. C..h/Sank Deposita/Hllc. Perlon.l Property (Schedule E) (5) 6. Jointly Owned Property (Schedul. F) (6) 7. Tran.f.ra (Sch.dul. OJ (7) 8. Total Assats I CHANGEa .00 72.104.53 ,00 ,DO 207.074.61 2.060.62 38.219.52 IBI 319,459.28 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral E~pensas/Ad~, Costs/Hisc, Expenses (Schadula H) (9) 10. Debts/Hartgage Liabiliti.s/Lians (Schedule I) (10) 11. Total Deduction. 12. N.t Valua of Tax R.turn 15. Charitabla/Governnent.l aequests (Schedula J) 14. Nat Value of Estat. Subject to Tax 15,797.64 1.749.19 1111 1121 1131 1141 17 ,~46 A:'I 301,912.45 .00 301,912.45 If an assassmant was issuad praviously, linas raflact figures that include the total of Abh ASSESSMENT OF TAX: 15. Anount of Line 14 at Spou.al r.te 16. Anount of Lin. 14 ta~.bl. at Lineal/Class A rat. 17. Anount of Lin. 14 taxable at Collateral/Cl.ss a rate 18. Principal Tax Due TAX CREDITS: PAVNENT DATE 12-20-94 06-20-95 NOTE I 14, 15 and/or 16, 17 and 18 will returns assessed to date. .00 X .03. 301,912.45 x .06. .00 X .15. 1181 .00 18,114.75 .00 18,114.75 1151 1161 1171 RECEIPT NUNBER AA022612 AA047899 DISCOUNT 1+1 INTEREST C-I 885.00 .00 ANaUNT PAID 16,815.00 414.75 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 18,114.75 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADaITIONAL INTEREST. IF TOTAL aUE IS LESS THAN .1, Nq PAVNEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDn" ICRI, YOU NAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FaR INSTRUCTIONS. I 1Ft 'r~ ,~ .:{ 'no I ii'l co 0\ - fh v? ... " Illu.: a: l<, P' ;., , 'll 5 UU RESERVATIONI E.t.t.. of d.c.d.nt. dying an or b.far. D.c.eb.r 12, 1912 .. I' anv future lnt.r..t In the ..t.t. 1. tran.f.rr.d In po.....lon or .nJav.ent to CI.., . (call.t.r.l) ben.flcl.rl.. of thl d.cld.nt Ift.r thl IMPlr.tlon of InY ..t.t. for 11f. or for y..r., thl C~I.lth hlr.by IMpr...ly r...rv.. the right to IPpr.I.. end ...... tran.f.r Inhlrltlncl TIM" .t tn. I.wful CII.. . (collltlr.l) r.t. on InY .uch future Int.r..t. PURPOSE OF NOTICEI To fulfill thl rlqulr...nt. of S.otlan 2140 of tl~ Inh.rltanc. and E.t.t. '1M Act, Act 22 of 1991. 72 P.S. S.ctlon 2140. D.t.ch thl top portion of thla Notlcl .nd .ub,lt with your Plv.ant to thl Rlglat.r of Will, prlnt.d on thl r.v.r'l .Id.. .-Hlkl chick or ltQf1.y order PIVlbl1 tal REGISTER OF MILLS, AGENT All p.y.lnt. r.c.lvld .h.ll flr.t bl .ppll.d to IftY Int.r..t which ..y bl dUe with IftV r..elnd.r IPpll.d to thl teM. REFUND (CA)I A r.fund of . t.M cr.dlt, which WI' not r.qul.tld on the '.x Return, "V b. r.que.ted by co~l.tlng 1ft RAppllc.tlon for Aefund of Penn.ylvanl. Inheritance end E.t.t. "MR (REV.1515). Appllc.tlon. .r. Ivelleble at the Dfflc. of the A.gI.ter of Will., any of the 25 R.v.nu. DI.trlct Offlc.., or by c.lllng the .p.clll 24-hour anlw.rlng ..rvlc. nuab.r. for for.. ord.rlngl In P.nn.ylvenl. 1.100.562.2050, out.ld. P.nnlylvenll end within loc.1 Hlrrllburg .r.. (717) 71,-a094, TOOl (717) 772.2252 CH..rlng I.p.lr.d Onlv). PAYHfNTI OIJECTIONSI Anv p.rty In Int.r..t not ..tl.fl.d with the IPpr.I....nt, .110Wlncl or dl.lllowlnc. of d.ductlan., or .......ant of tlM (Including dl.count or Int.r..t) I' .hown on thla Notlc. lU.t obJ.ct within .Ixty (60) d.va of rec.lpt of thll Notlc. bYI !!!! Int.re.t A.t. Dilly Int.,...t F.cto,. !!!! Int.,...t Aa" DailY Inter..t F.ctor 1912 z.~ .000541 1911 OX .0002"7 1915 16~ .00001 1911-1991 1l:C .0110301 1914 IU .0110301 1992 .~ .01l1lZIt7 1915 U:C .000356 1993-1994 7~ .0110192 1916 1O:C .011027" 1995 OX .00021t7 .-Int.r..t .. c.lculet.d .. follow. I .-w,.ltt.n prat..t to the PA D.p,,.tllnt of AIV'nu., lo.rd of ApP...., Dlpt. 211021, tlerrhbu,.a, PA 171tl-JU1, OR .-.l.ctlon to h.v. the ..tt.,. d.t.r.ln.d .t audIt of the account of the p.,..on.1 r.p,....nt.tlv., OR -.app..1 to the Orphan.' Court. ADttIN ISTRAlIVE CORRECTIONS I INTEREST I F.ctu.l .rror. dl.cav.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA a.p.,.t..nt of A.venu., Burl'u of Indlvldull T.M", ATTNI Po.t A.......nt R.vl.w Unit, a.pt. 210601, H.,.,.I.burg, PA 11121-06111 Phon. (117) 7'7-6505. S.. p.a. 5 of the bookl.t Rln.tructlon. for Inh.,.ltanc. Tlx R.tu,.n far. R..ldent Oec.d.ntR (REV-IS01' for .n 'MPlanatlan of ad.lnl.tr.tlvely cor,..ct.ble .,.,.orl. If any teM due I. p.ld within thr.. (S) c.l.nd.,. .onth. .fte,. the d.c.d.nt'. d..th, . flv. p.rc.nt (5~) dl.count of the taM p.ld I. .Ilaw.d. Int.r..t I. ch.,.g.d b.glnnlng with flr.t day of d.llnqu.ncy, 0,. nln. (91 .onth. .nd on. (I) day f,.o. the date of d..th, to the d.t. of p.y..nt. T.M" which b.c... d.llnqu.nt before J.nu.,.y 1, 1982 b..,. Int.r..t .t the ,..t. of .IM (6~) p.,.c.nt pI,. annul c.lculat.d .t . d.lly ,..t. of .01111164. All t.M.. which blc... dallnquent on and .ft.,. Janu.ry I, I'IZ will b..,. Int.,...t at . r.t. which will vary f,.o. c.l.nd.r Y'." to c.l.nd.,. V"" with that r.t. announc.d by thl PA O.p.rta.nt of R'v,nu.. Th. .ppllcabl. Int.,...t ,..t.. for 1912 through 1995 .r'l DlSCDUHTI INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYB aELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. I..u.d .ft.r the taM b.ca... dlllnqu.nt will rafl.ct an Int.r..t cllculatlon to flft.an C15) d.y. b.yond the d.t. of tha ..s.....nt. If p.y..nt I. ..d. .ft.r the Int.,...t caaputatlon d.t. shown on thl Notlc., addltlan.l Int.,...t su.t ba c.lcul.t.d. t. - . CERTIFICATION OF WTICE lJNOOR RUI.B 5.6(0! Name of Decedent: Hazel W. Boggs Date of Death: Septent>er 23, 1994 Will No. 1994-00861 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(0) of the Orphans' Court Rules was served on or mailed to tho following beneficiaries of the aboye-captioned estate on Noyenbor 17, 1994 I Name Addr~ss Edward W. Boggs, 17 Oroadmoor Dr., Mechanicsburg, PA 17055 Dr. Richard F. Boggs, 105 Outler, Williamsburg, VA 23108 David W. Boggs, 12555 Lt. Nichols Road, Fairfax, VA 22033-;1433 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: N~vembcr 17, 1994 ~JJt/;lld~ gnature Name Dawn S. Sunday Address 39 Wost Main Street Mochanicsburg, PA 17055 Tolephone (717) 766-96:t2, r, , Capacity: Personal Representative x Counsel for perso~al repreaentati ve " , -, t torICB OF BBNEl"ICIAL Irm!REST IN BSTA'l'B " BEFORE THE RElGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA In re Estate of Hazel W. Boggs 19946 , deceased, No. 00861 of Cumberland County 'ro: Edward W. Boggs 17 Broadrnoor Drive (beneficiary) Mechanicsburg, PA 17055 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial intereat in the estate as follows: 1/3 of residue and remaider of estate after payment of funeral and administration expenses (if additional space is needed, use back of page) Name of decedent Hazel W. Boggs Last known address 724 Messiah Village , Mechanicsburg, PA 17055 Date of death September 23, 1994 Place of death Messiah Village Nursing Home, Upper Allen Twp., Mechanicsburg, PA County of grant of original letters Cumberland Decedent died X testate. intestate. A copy of the Will X Is attached. is not attached. Name(s), address (es) and telephone number(s) of all personal representatives appointed Name Address Telephone Edward W. Boggs 17 Broadrnoor Dr., Mechanicsburg, PA 17055 (717)766-9438 . '. . '-.. . Name(s), address(es) and telephone number(s) of all counsel Name - Address Telephone ( 717) 766-9622 39 West Main street MechanicsbUrg, PA 17055 Additional information may be obtained from the undersigned. Date November 17, 1994 Signature tOr-,,- )~lJot "/hJ Name Dawn S. SundaY Dawn S. Sunday Address 39 West Main Street Mochanlcsbur9' P^ 17055 Tolephone_(7l7) 766-9622 Capacity. Personal Representstives X counsel for personal representatives .. '. '. IN 'l'IIB CXlURT OF CXH<<:fi PLEAS OF ClJlIBERLIlND axJNTl(, PmNSYLVANIA atPlIl\NS' CDJRT DIVISIOO 21-94-861 'l'IIB FIRST AND FINAL ACCX)(ftl' OF EfMARD W. BOGGS, EXElCU'l'al. UNDER 'l'IIB LAST WILL AND TESTAI1ENT OF IlAZEL W. BOGGS, LATE OF TIlE 'lOtiSHIP OF UPPER ALLmf, (X)(ftl'Y OF cumERLAND, AND srATE OF PENNSYLVANIA, DfXE\SED. Date of Death: Septenber 23, 1994 Dates Letters Advertised: CUllberland Law Journal - October 21, 28 and Novenber 4, 1994, 1be Sentinel - October 1B, 25 and Novenber 1, 1994 PEIl.SCW\L~ PRINCIPAL ACXXXNl' DEBITS Accountant charges himself with the Personal Property set forth in the Inventory filed in the Office of Register of Wills in and for CUrrberland County in the amount of: $279179.14 ACXXl\Dltant alao charges himoo1f with the following: 1995 Sept 5 New York Life Insurance Company Life Insurance Proceeds payable to Estate Gain on redemption of 2071.856 shs of the George Putnam Fund of Boston Proceeds Received $31367.90 Value date of death 27825.03 4279.34 April 1 3542.87 5 Gain on redemption of 3670.162 shs of Lord Abbett U.S. Gov't Sec. Fund, Inc. Proceeds receiYed $10008.83 Value date of death' 9725.93 282.90 CARRIED FCBU\RD $287284.25 (1) . , PERSCtW.TY PRINCIPAL Acxxxm DEBITS (Cont'd) BRaJGlrr FORWARD o $287284.25 1995 sept 7 Gain on redemption of 980.228 shs of Putnam American GoY't. Income Fund Proceeds received Value date of death $ 8410.36 8047.67 362.69 8 Gain on liquidation of 1301.849 shs of Seligman Growth Fund Class A. Proceeds received Value date of death $ 7251.30 6600.37 650.93 iUl'AL PERSCtW.TY PRINCIPAL ACXXXHl' DEBITS $288297.87 PERSCtW.TY PRINCIPAL ACXXltNr CREDITS Accountant asks credit for the follOwing: 1994 0, Noy 17 The sentinel - Executor's Notice $ 68.84 17 Dawn S. Sunday - Reimbursement for: Register of Wills: Probate Fees $281.00 Short Certificates 9.00 $290.00 CUmberland Law Journal 40.00 330.00 23 Bell Atlantic - Phone Bill payable 10.86 , 23 Olthof Funeral Home - Funeral expense 981. 80 23 Myers Funeral Home - Funeral Expense 1568.00 23 Messiah Village - Account Payable 997.62 23 pp & L - Electric bill payable 25.34. CAlUUED FORWARD $ 3982.46 (2) ~~.~---"'-'''''''''''..liIIAo'~~~I.!t~~.-;,,,,,.,,...;t.\~.,~,;...,Wi)";;,.''i',;r,:-''':.F''it~4,-,;",,,,,--____.''_'''.'''''<''''''~'_'~"'''''''~'~''-''"T.''~'< '..".~. "''- 1994 Dec 19 P~TY PRINCIPAL ACCOUN'l' amoITS (eont'd) BROOGIrr FOOWJ\RD $ 3982.46 Richard F. Boggs 105.00 19 Register of wills, Agent - P4 Inheritance Tax on Account 19 19 1995 April 5 June 14 Tax on $29500.00 $17700.00 Less: Discount 885.00 16815.00. Messiah Village - Account Payable ATS Medical Services, Inc. - Account Payable 443.87 ' 222.50 Register of wills - Two (2) Short certificates 6.00 Register of wills - Filing Fees Inventory $ 13.00 PA Inheritance Tax Return 15.00 28.00 14 Charlyn Y. Guerriero - Notary Fees 10.00 14 Register of Wills, Agent - Balance PA Inheritance Tax 414.75 14 Dawn S. sunday, Esq. - Partial Attorney's fee 6287.50 oct 26 26 Sept 5 14 "'~"'.;;r',,''''''''''''''""'''''''L.. Dawn S. sunday, Esq. - Reimbursement: six (6) Short Certificates 18.00, 6287.50 . Dawn S. Sunday, Esq. - Balance Attorney's fee Accountant also asks credit for the following: Loss on redemption of 748.738 shs of Phoenix High Yield Fund Series Class A Value date of death $ 6177.09 Proceeds received 6079.75 97.34 Fortis Securities, $ 900.00 797.62 Loss on sale of 100 shs of Value date of death Net proceeds received Inc. 102.38 Reserved for filing Account, Recording Releases, etc. 150.00 TOrAL P~TY PRINCIPAL ACCOUNT CREDITS S 34970.30, (3) 1\ t . ; ~ i.;, { " ,; , ~ t, '7 . . P1!RSOO1\Ln INCCtIE Accnm RElCEIPl'S Accountant charges himself with the following: 1994 Oct 1 Federal Reserve Bank - Interest-Series HH/H Bonds 57.59 4 PNC Bank - Interest - C/O '046-322-0151894 (9/23-10/4/95) 21.11 5 PNC Bank - Interest - SaYings Account '50-3007-3895 (9/23-10/5/95) 33.71 75.26 17 Lord Abbett - U.S. Goy't Sec. Fund, Inc. - Dividend 25 Phoenix High Yield Fund - Dividend (Record 10/20/95) 48.67 Nov 1 Federal Reserve Bank - Interest - Series HH/H 3 PNC Bank - Interest - Sayings Account 90.00 97.93 63.33. 7.50 49.99 75.28 , 4 PNC Bank - Interest - c/O '046-322-0151894 7 Fortis Securities, Inc. - Dividend 15 Putnam American Goy't Income Fund - Dividend 15 Lord Abbett US Goy't Sec. Fund, Inc, - Dividend 17 PNC Bank - Interest - Savings Account '50-3007-3895 (Final) 43.97 25 Phoenix High Yield Fund Series A - Dividend (Record 11/22/95) 48.67, 38.13 29 PNC Bank - Interest - Estate Account 30 The George Putnam Fund - Dividend 30 The George Putnam Fund - Capital Gains 290.06 Short Term Capital Gain Long Term Capital Gain 24.86 640.20 $ 1706.17 Carried Forward (4) _~'''''U~__....'i;'~-'''''-~'.~'''''''''---''..-....._,". . >t ~' . , PERSOOAL'lY INCDIE ACCXXIft' RECEIPl'S (Cont'd) " Drought FoJ:Waro $ 1706.17 ,I f' 1995 It' Dec 4 PNC Dank - Interest C/O 1046-322-0151894 63.33 15 Fortis Securities, Inc. - Dividend 7.50 15 Lord Abbett U. S. Gov't Sec. Fund, Inc. - Dividend 75.28 , 15 Putnam American GOY't. Inc. - Dividend 49.99 20 Seligman Growth Fund Class A. DiYidend 13.02 Long Term Capital Gain 650.92 663.94. 27 Phoenix High Yield Fund Series A - Dividend 48.67 29 PNC Dank - Interest 75.96 31 Lord Abbett u. S. Gov't Sec. Fund - Dividend 54.05 SUb-'l'otal 2744.00 1995 Jan 1 Federal Reserve Dank - Interest - Series HH/H 110.00 3 PNC Dank - Interest - C/O 1041-316-0089458' (Final) 288.53 - 4 PNC Bank - Interest - C/O 1046-322-0151894 63.33 13 Fortis Securities Inc. - Dividend 7.50 , 16 Lord Abbett U. S. GoY't. Sec. Fund - Dividend 21.15 17 Putnam American GoY't. Inc. - Dividend 49.99 25 Phoenix High Yield Fund - Series A. - DiYidend 48.67 30 PNC Bank - Interest 105.81 Feb 4 PNC Bank - Interest C/O 1046-322-0151894 (Final) 63.33 15 Putnam American Gov't Fund - Dividend 49.99 15 Fortis Securities Inc. - Dividend 7.50 15 Lord Abbett U,S. Gov't Sec. Fund - Dividend 75.26 Carried Forward $ 3635.95 (5) " . ,""''-':"..1'1 .,i,,, ~",.'-.." -' "";-"1"4A~ . , PBR5C6ALTl/: INCDlE AcaJUtfr RFJCBIPl'S (Cent' d) Drought Forward $ 3635.95 1995 22 Phoenix High Yield Fund Series A - Dividend 27 PNC Bank - Interest 48.67 122.78 I 28 The George Putnam Fund - Dividend Mar 1 Federal Reserve Bank - Interest - Series HH/H 290.06 75.00 13 PNC Dank - Interest C/O 1046-320-0173214 (Final) 13 PNC Bank - Interest C/O 1041-316-0089458 (Final) I 133.51 1227.45 49.99 7.30 69.65 15 Putnam American Gov't. Fund - Dividend 15 Fortis Securities Inc. - Dividend 15 Lord Abbett U. S. Goy't. Sec. Fund - Dividend 28 phoenix High Yield Fund Series A - Dividend 48.67 248.39 40.00 101.82 I 69.75 29 PNC Bank - Intereat Apr 1 Federal Reserve Dank - Interest - Series HH/H 1 New York Life Insurance Co. - Interest 17 Lord Abbett U. S. Gov't Sec. Fund - Dividend 17 Fortis Securities Inc, - Dividend 7.30 17 Putnam American Gov't, Fund - Dividend , 49.99 35.24 48.67 304.23 19 Federal Reserve Bank - Interest - Series HH/H (Final) 24 Phoenix High Yield Fund Series A - Dividend 27 PNC Bank - Interest May 15 Putnam American Gov't, Fund - Diyidend 15 Lord Abbett U. S. Gov't. Sec. Fund - Dividend 49.99 69.65 15 Fortis Securities Inc. - Dividend 7.30 48.67 370.73 $ 7160.76 24 Phoenix High Yield Fund Series A - Dividend 30 PNC Bank - Interest Carried Forward (6) -_...;;:.-"~... . . PI!RSC.W\LTY INCXIlE Accxxm RECEIPTS (Cont'd) Brought Forward $ 7160.76 1995 May 31 The George Putnam Fund - Dividend 290.06 June 9 U. S. Treasury - Interest (Income Tax Refund) 14.35 15 Lord Abbett U. S. Gov't. Sec. Fund - Dividend 69.65 I 15 Putnam American Gov't. Fund - Dividend 49.99 15 Fortis Securities, Inc. - Dividend 7.00 26 Phoenix High Yield Fund Series A - Dividend 48.67 29 PNC Bank - Intereat 322.40 Jul 14 Fortis Securities, Inc. - Dividend 7.00 17 Lord Abbett U. S. Gov't. Sec. Fund - Dividend 69.75 17 Putnam American Gov't. Fund - Dividend 49.99 25 Phoenix High Yield Fund Series A - Dividend 48.67 28 PNC Bank - Interest 306.22 Aug 15 Putnam American Gov't. Fund - Dividend 49.99 15 Lord Abbett U.S. Gov't. See Fund - Dividend 69.64 15 Fortis Securities, Inc. - Dividend 7.00 25 Phoenix High Yield Fund Series A - Dividend 48.67 30 PNC Bank - Interest 349.24 31 The George Putnam Fund - Dividend 290.06 sept 15 Fortis Securities, Inc. - Dividend 7.00 15 Putnam American Gov't. Fund - Dividend 49.99 , 28 PNC Bank - Interest 344.29 '!UrAL PERSCtUU.TY INCXIlE Accxxm RFX:EIPTS S 9660.39 (7) . \ ~.....---.....--:__..... "'- '-... __"..,[.._.__,:_:~_;;,;....;.;...,.;.-"'~r~~,__,- '. .. PBIUDlALTY INlDlB Accxxm BXP~I'l'URBS ACCOWltant BBkB credit for the following: 1995 April 5 IRS - Fiduciary Income Tax - 1994 Fiduciary Income Tax PA Dept. of Revenue - 1994 Fiduciary Income Tax '!UrAL PI!RSC.W\LTY INlDlB Accxxm BXP~rroRES 433.66 5 79.56 S 513.22 I ADVANCmUlNl'S TO: Edward W. Boggs - The following in kind: Dinette table and two (2) chairs Twin bed and dresser Desk $ 50.00 75.00 35.00 , S 160.00 TOl'AL ADVl\NCEHFBl'S RFJCI\PI'l'ULIITIOO PBRSalALTY: principal Accoount Debits $ 288,297.87 Credits , 34,970.30 $ 253,327.57 Balance Income Accoount Receipts Expenditures Balance $ 9660.39 513.22 $ 9147.17 9,147.17 $ 262,474.74 160.00 TOl'AL DISl'IUBl1rABLE E'Sl'ATE LESS: Advancements Balance in hands of Accountant for Distribution (8) S 262.314.74 7-"1'-'-'-'.- , . ., COOMONWEALTH OF PENNSYLVANIA ., COUNTY OF CUMBERLAND Before me, the subscriber, a Notary Public in and for said Commonwealth and County, personally appeared Edward W. Boggs, Executor of the Estate of Hazel W. Boggs, late of the Township of Upper AlIen, County of cumberland and State of Pennsylvania, deceased, who, being duly sworn according to law, deposes and says that the foregoing Account is true and correct to the best of his knowledge and belief, and that the hereunto attached statement contains the names (*) of all unpaid claimants who have given written notice of their claims to the Accountant or to Dawn S. sunday, attorney, as well as the names (**) of all persons known to the Accountant to have an interest in the Estate as beneficiary, heir or next of kin, and that they have been given notice of the time when and place where said Account will be presented for confirmation and distribution as required by section 3503 of the Probate, Estates and Fiduciaries Code and the Rules of Court prescribed thereunder. Sworn to and s~~~ibed before me this~h day of October, 1995. ..fl.:. ~,oc Ch I~Oln .1 S.al M~hg~r;~y.,G~Crrll'r(l. Normy Public (M)f Comm '.0, Cumhcrl.:md County :Xp!fO:>> MolY 18. 1090 (:'i.)" P~~~$'W:JI~~li";n 17 Broadmoor Drive Mechanicsburg, PA 17055 Dr. Richard F. Boggs 105 Butler Williamsburg, VA 23188 David W. Boggs 12555 Lt. Nichols Road Fairfax, VA 22033-2433 (9) . .:._.JO"-~'_"""'-'''-_. ..~-__ ,.:.:.;......:; ;..~~...,-~~~~-f,; - -'>.0;. H \41! IN 'l'I1E E'Sl'ATE OF IWEt W. BOGGS, LATE OF 'l'I1E TCHlSUIP OF UPPER ALLm, <XXlNTY OF CUIBBRLl\ND AND STATE OF PENNSYLVANIA, DElCElISED. PROPOSED SCIIEIlULE OF DISTRIBUTIOO Ttle balance for distribution in the hands of Edward W. Boggs, Executor under' the Last will and Testament of llazel W. Boggs, deceased, as appears by the First and Final ACCOWlt is: S 262314. 74 DISl'RIBl1rIOO AND AWARD Balance in hands of Accountant for Distribution $ 262314.74 160.00 Add: Advancements (Furniture in kind) Total Distributable Estate S 262474.74 TO:. Edward W. Boggs - One-third (1/3) of Estate Advancements (Furniture in kind) @ Appraisal Cash '!UrAL DIS'l'IUBl1l'ABLE ESTATE $ 160.00 87331.511' $ 87491.58 $ 87491.58 $ 87491.58 S 262474.74 TO: Richard F. Boggs - One-third (1/3) of Estate TO: David W. Boggs - One-third (1/3) of Estate (10) -~ '.. srATEMI!N'l' OF 'l'I1E IlATlJRE AND IlIWlCNS FOR 'l'IIE PROPOSED /IWJ\RD lIazel W. Boggs, a widow, died September 23, 1994 leaving a Last ~ill and Teatament dated August 7, 1987 wherein and whereby she gave, devised and bequeathed all the rest, residue and remainder of her Estate unto her three (3) sons, Edward W. Boggs, Richard F. Boggs and David W. Boggs, equally, share and share alike, and wherein she appointed her son, Edward W. Boggs, Executor of her Will. ' 12, 1994. Letters Testamentary were issued to the said Edward W. Boggs on October Distribution is made in accordance with said Will to her three sons, the only persons entitled to share in her Estate. NO CLAIMS HAVE BEEN IN TilE ACCOUNT AS FILED. PRESENTED TO THE ACCOUNTANT EXCEPT THOSE 7Z~ -<T Edward W. Boggs, Executor INDICATED STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND On the 26th day of October 1995, before me, the subscriber, a Notary public in and for said State and County, personally appeared Edward w. Boggs, Executor under the Last will and Testament of Hazel W. Boggs, deceased, who, being duly sworn according to law, deposes and saya that the facts set forth herein are true and correct to the best of his knowledge and belief. f:Le -~ Edward W. Boggs ffiant Sworn to and s~~ribed before me thia h day of October, 1995. -(. ~ ry-p I '" , Cl.;:do'll 'r'. ( .' . ,,' M,'r.llnl1.!.."l'.,- j, ."... . ,ol;~rl Pul.lIic " C '..1 ,/-.\,1.(} (""1-1,., I 'fly Ollllllr;i!;.JnE,'; ~,.I"',lIltICOUllfy ""nl . f)"...1 M;IY 10. 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'," -.-, 1'- '-;" :~. ~ :;,,~":': ; , ~'! "; I',' , 7.~oi~".;v. . ~. ~ -. "';i'~i~~ ,/:.:_,, . ..".-'" --,. -'.-'- .<<_....____ __ _--!~____ __ __"_ _....__ ___.__ _ _ __ __ _ _ _ _ __._._ _ ____ ._. ____ ____ i... _ _~, g"'T'.iA' 'A' . 02' 261.' 2 COMMONWEALTH OF PENNSYLVANIA ~o~ '. . DIPARTMINT OP RIVINUI "11;';1.1111"'1 OPfICIAL RECEIPT'. PENNSYLVANIA INHERITANCE AND ESTATE TAX . ~ ...... i' i".. ....~. RECEIVED FROM, fJ ACN ASSESSMENT I!' CONTROL .:. NUMBER AMOUNT EDWARD W BOGGS 17 BROADMOOR DR 101 .lb,81:3.00 MECHANJCSBURG PA 170~~ "1<,,' 'OtDH'" ...'OIDHUf ESTATE INfORMATION, !:t fiLE NUMBER I.1 el-1994-0Bbl !:t NAME Of DECEDENT lAST) m BOGGS HAZEL W II DATE Of PAYMENT EI POSTMARK DATE COUNTY SSN 107-40-9~91 (fiRST) (Mil CUMBERl.AND DATE Of DEATH m TOTAL AMOUNT PAID SEAL CHECK" 9 RECEIVED BY REMARKS EDWARD W. BOGGS REGISTER OF WILLS .--------------------------- ------------------------ __ I " . '" .\ I t. , . ' ',' " ' -.... .,..-..- \. --'.---;-,-..~......u .. ~'1.....-'4.-.-..... ," - '---.,.~: . ;2 / -c;;f-f {PI RELEASE Distribution of the balance in the hands of Edward W. Boggs, Executor under the Last will and Testament of Hazel W. Boggs, late of the Township of Upper Allen, Cumberland County, pennsylvania, as appears by The First and Final account of said Executor confirmed by the Orphans' Court Division of the Court of Common Pleas of Cumberland county. Pennsylvania, on November 28, 1995, and Release of the legatees, devisees and distributees of said decedent to said Executor hereto attached. Total Distributable Estate as per said Account: $262,474.74 DIS'l'IUBl1rIOO AND AWARD Balance in hands of Accountant for Distribution $262314.74 160.00 Add: Advancements (Furniture in kind) Total Distributable Estate S262474.74 TO: Edward W. Boggs - One-third (1/3) of Estate Advancements (Furniture in kind) @ Appraisal $ 160.00 Cash 87331.58 TO: Richard F. Boggs - one-third (1/3) of Estate TO: David W. Boggs - one-third (1/3) of Estate $ 87491.58 $ 87491.58 $ 87491.58 iUl'AL DISTRIIlUTIOO S262474.74 WHEREAS, a statement of Proposed Schedule of Distribution of said balance, as above set forth. was approved and confirmed by the Orphans' Court Division of The Court of Common Pleas of Cumberland County, and the accountant was directed to distribute the same in accordance therewith. NOW KNOW ALL Mm BY 'l'IIESE PRESENTS, that We, Edward W. Boggs, Richard F. Boggs and David W. Boggs, sole legatees, deviBees and distributees under the Will of Hazel W. Boggs, late of upper Allen Township, Cumberland County, pennsylvania, deceased, do hereby declare that we have examined the foregoing Schedule of Distribution and do hereby acknowledge that we, this day have had and received of and from Edward W. Boggs, Executor of the Estate of Hazel W. Boggs, deceased, the persona 1 property, advancements and cash set opposite our names in the above stated Schedule of Distribution, and the additional sums set forth on Exhibit "A" attached hereto, in full satisfaction, payment and discharge of all such sum or sums of money, share or shares, purparts and dividends which werE' due, oweing, payable and belonging to us, and each of us, by any means whatsoever, for or on account of our and each of our, full share, part or dividend of the Estate of Hazel W. Boggs, as given and confirmed to us by the said Schedule of Distribution. : I , :i I i ~ ;:j ~ . :\ I ~"\ ! ~~;- L fJi AND THERBFORB, we, the said legatees, devisees and distributees under the Will of Hazel W. Boggs, do by these presents remise, releaso, quitclaim and forever discharge the said Edward W. Boggs, Executor as aforesaid, his heirs and assigns, of and from our, and each of our said share or dividend of the Estate aforesaid, and of and from all actions, suits" payments, accounts, reckonings, claims and demands whatsoever, for'and,by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the day and date of these presents. ___ ~ ~~, we have herounto set our hands and seals this~~ day O~CiZ~W'~,V , 1995. ::0,,-,-,,~. ~W .. Edward W. Boggs 0 ~.P~~tr R ~ F0~' _ David W. Boggs (SEAL) (SEAL) (SEAL) State of Pennsylvania . . ss. County of Cumberland . On this lfl'f- day OfJ,~_.r....&-/./ , 1995, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Edward W. Boggs, Richard F. Boggs, and David W. Boggs, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed same for the purposes therein contained. IN ~ WIIEROOF, I here~~1et my hand and official ~-Af g ,tfi. b dp Notary 1 Nolmlnl So.1 Chorlv" Y. 01101110111, Ilolcry !'ubllo Mochnn(ctburv ~oro. Cumtz::lI.:.n:1 Ccunly My Comml:;~lon EXpJfO~ M:1Y 10, 1~9U Mombo', pOII""yIvnnlo1l\:;OOCio11J01' 01 NotoJloo (SEAL) seal. Reserved Fund per First and Final Account $ 150.00 Less: Clerk of the Orphans' Court-filing Account $ 105.00 Dawn s. Sunday Escrow Account-Recording Release 12.00 TOTAL EXPENDITURES $ 117.00 ll7.00 Balance of Reserved Fund 33.00 PIus: Interest earned after preparation of Account 1995 Oct 30 PNC Bank - Interest $ 446.65 Nov 29 PNC Bank - Interest 410.41 Dee 11 PNC Bank - Interest (Final) 150.72 Total Interest after preparation of Account $ 1007.78 1007.78 Total Additional funds for distribution $ 1040.78 Final eash Distribution of Estate Bal. Reserved Fund Per Account and Addtl. Interest Total TO: Edward W. Boggs $ 87331.58 $ 346.93 $ 87678.51 Richard F. Boggs 87491.58 346.93 87838.51 David W. Boggs 87491.58 346.92 87838.50 '!UrAL S 262314.74 S 1040.78 S 263355.52 Final Distribution - Principal and Incane Principal Total Income Furniture Cash Principal Cash Total TO: Edward W. Boggs $160.00 $84293.53 $84453.53 $3384.98 $87838.51 Richard F. Boggs 0 84453.52 84453.52 3384.99 87838.51 David W. Boggs 0 88453.52 84453.52 3384.98 87838.50 '!UrAL SI60.00 $253200.57 S25336O.57 SI0154.95 S263515.52 Exhibit "A" '...1"'" ;:"')'1:i~~ ., ,!" -' ',--~ :'~'.';' ?~:~:~I,. .... -~ . ~:" ' , 1 ..~'" ,<. ,/ ,-\.:; ., H>}; "..,,'~ , ;:.:/:'\':f " _, 'I,i.; J,,:_:' ,.' ')::>-' ". '-":~:/< '::.>,~::i;';'L" "":", '",''- ,"'" "J"";~X~<''1; .,,' r}I', {~.~.-""T.t "..,"'t '~'l",hG ''','\;-,"'1' ~;~~~.1~1~~i.~i?i?~ - " .. ~- . . . . ._"~. ~;'''..::'",\-t'~J;<.I..\;' ." . ,. (:..:.;Il . ',:'\ ~.> ~,~ '.~ f:).~. ~ .:: ,,', -,"-,.r:":,l'::~~r~~'~ ,. , 'j'.i~ ' "7-1I~ -/7 "-'".