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HomeMy WebLinkAbout94-00870 ;'), "'.r'::' ,/ )- ..?,,' ,to" 'f." " ", " -'-fA :. ~ . .' \;:,~ .~- .' IV.,",:""""""."h,.,,,., CI) . ;J~~'3'ft~'\\t:57'oi:15~. , '.... tit LLI ., :',;--;" .- ,~ . .' oi.~ ;-~ , . ~ " ;t. :'- ,; " ,'" '.. PETITION FOI{ PRonATE and GI{ANT OF LETTERS No. ~I- 94- g7() To: t Estate of II" r 1>" r L also known as .J. Slorbuck Regisler of Wills for the , Deceased. County of cuml",rlan<l In the Sodal Se"'lrlty No. 091l-01-00l <1 Commonwealth of Pennsylvania The pelltlon of Ihe undersigned respectfully represenls that: Your petltioner(s), who is/are 18 years of age or older an the executrix In the last will of the abovedecedelll, datcd F..IJrll,lrV 77. and codlcll(s) dOled namcd .19~ ("ale relevanl ciu:llmilanccl. e.l. renunciation, lJeoalh or neculor, ClC.) Decendent was domiciled at death In Cumberland County, Pennsylvania. with ~ is last family or principal residence at 540 Ilr"ntwater Iload Camp lIi11 (IIn IUeel. number and muncip.lily) Decendent,lhen 70 years of age, died Sopteml>or 9 ,19 9<1 ot Blue RidC1e lIavon WOHl. gaRt Pfmnshoro. PA 1 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 and was never adjudicated Incompetent: Decendent at death owned property with estlmaled values as follows: (If domiciled In Pa.) All personal property (If not domiciled In Pa.) Personal properlY In Pennsylvania (If not domiciled In Po.) Personal properlY In CoulllY Value of real estate In Pennsylvania situated as follows: $ 100.000.00 $ $ $ WHEREFORE, pelltloner(s) respectfully requesl(s) the probate of the last will and codlcil(s) presented herewith and the grant of letters Tpst amontarv (Icltamenlllry. adminluratlon c.I.a.; admlnil1rallon d.b.n.c.I.D.) Iheron. j '0_ '0"" ..~ "0.9 lj." ':::i'd: 1'0 ~ Iii c::. .'~' ., / ^J"lr1Z..~ C'. /~-,/~" k...- norothv r;'! Storbeck r;.1n nrnnt'w"t nr Qnrlr1 C.ll"I> II ill. P^ 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA }'S COUNTY OF ~ No 21-94-B70 . Estate of Herbert J. Storbeck I Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 14. 19..!i...., In eonslderalion of the petition on the reverse side hereof. satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated February 22, 1994 described therein be admlned to probate and n1ed of record as Ihe last will of . Herbert J. Storbeck and Letters Testamentary arc hereby granted to Dorothy E. Storbeck 'i7;fl~(I (~"'!.~ /'),'~. (Ut. .'JG/..tiAL( lbptd;; RCII"', of Will. I FEES Richard R. Lefever #7208 ATTORNEY ISup. CI. 1.0. No.) McNees, Wallace & Nurick 1nn P;no ~rr~~r. P n Rnv 1166 . ADDRESS Harrisburg, PA 17108 PHONE 200.00 IB.OO 18.00 5.00 241. 00 Probate, Leners, Etc. ......... $ Short Certlficates( 6) ...... . . .. $ RWIHllilIKlIKXlC. .fi .le. .PAGllS. " $ JCP $ TOTAL _ S Filed 9.C.WIW\.I~/..m~.... ........ .... ,-.: u:+ . -j uO MAILED LETTERS AND ORDERS TO ATTORNEY OCTOBER 14. 1994 21-94-0870 Thb i~ (0 n:rtil)' 111011 ,lil' inforlll,lIitlll tWit: ~iH'1I i.. (utlt'lclr wpic.d hOll1 .1I111riJ.:IIl.i1 (l'lIifjf.llt' III dl'.uh dill)' filed wilh 1Ill' ItS 1.1)(:.11 Hq;islrilr. Thl' tll'igiali1ll'l'rlililill(' will hl: fmw.If\II.t11l1 dlL' Stilll' Vilill Hn'llId.. (>Ifill.' fill' pl:rlll;llll'lII liIill},.:. 11111....,.101\ -'" WARNING: Ills 1II0gal to dupllcato this copy by pholostat or photograph. Fl'c (ur chb ll'l"tirk.IIl', $2.00 2513407 No, tdtoJZ.I /J/4;;;;.cU}'(;Jjft- 1...,,,1 ~~iii"'''r -cJ" SEP \ 2. \994 lJJIO CO....ONWEALTH OF PENNSYLVANIA. DEPART"ENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH tllll 17..6D .........,..",... - ..... .........' Ir,O~":::'"' WOTttl"..tW.IIlf....-..1.......""....., Martna Ze tocn _ .'MAI. ADON."~'" ..... ip 540 Brentwoter Road Carp .. ... ......- TH p.u.~ 0.,. --I 1IIfOt.-ua: Pr..... "'CII,,,,...,.Cu.noI1 Au 2 DIRli EBs t Pennsboro lib Bll e Prin t OIQDlHT'.~AOOAl..l!IrMI.~......,~CoItIt OlClOlHT"' 540 Brentwoter Road :.r~ ...- Carp lIill, Po. 17011 ~-- n....... Po .... ..............0 .wt,.........Jl IOC&A&.IlCUAlTYI'f!..It,IN" ..098 - 01 0014 DRtOf'CIAl'"~OIt/."" .. Be tE!lTber 9 1994 ___...........IIlII_ ''''''- 0 ....0 ::;"'0 -- - OUr in PAn~ p.",nnal'V"\rn ... 11111, P... 17011 ,,. ""'D N:TlHB....1UCtt 13 1994 ...-. 011654 -L Indiontown Ga Nat. Cemo *"I NQADDNUOfI MClUTY ers-llarner F\1nerol UClNII.........." D ..... _ 8: (IS '1-' . "4 t 1_..---......." ..........."""".........., 01........... ......"............ ......,..........,.,........,NM...... LIIl....,__...""'1ra -.aw.CA""'..... _....- .....,.........- .. I: DWlOcmAlA C ..... llUlHC"', ......-........ .v.ual.11'NOA lO CiOIoII'U'TlOHOtIc:.AUIA OfD<R", .......OfDlRli ....Of........ ~DItJ....J ...0 ...B- - -- -...- rMTll ow.r .........~.......... 1IOI......~..~_gIweII..Mft'1 ~ ,..OtIlNAlft' IN.IUR't/llWOflll.' Dl~ HOWlH.UtYocc::uMU). Id' o o - -- c.utd.......,...,.. o o o P\ACC0I1'tJURY.,.,...,.............,.... Y. .........-~ - - lOCRlOftP"~~..... ..., MlMliJ\lN!NGlnlaOftufW'llA IJ,fl ...0 ...el' -- - - ..., - .. CUl"'!CNd>cnr,anIt .cun......'"";'~'.~'tIyIouIrI~_d..,,__.,......~NI~....Ifti~...~ ............,., ...........................1___........ .................................................... "'--'OO-NC)tuIT.........'"'IIC&All",....wn"'lnIUIlWQ...wod~tu_d~ .............,.............__...................................c.--......-................................. -MI.DICAL..........'/COfM)NI.. =-~.:...~.~~;:...:.::;~~.~~~~~~..~:~.'~:~.~~~~~.~ .... MOll ,wn IIQMJ ~ %. l.:',/..l.,1tI1 ... O...B o 1ICDIU......uI [wEIGHlO~u.,,~ B OSC'O!;'ll~.L. ." <;-c; ",(/ IIiAWf NflJADOMUOtI PCMOHWHOCOW"l.Itl.DCAUllOI OI/IIH (__a1)Tf'PIDl'~ 1:... e,f" ;trL.",,,..u:.,'L. lJ.. o -flj",t# {M,....."'R- ~~ /La II. t: ~'Ik. J\ nil" DoQI"" ~o.,...., ... ,-,;-".....--- ~~,,~~LI::~~:~Z;~,iJi~.~:::~)~~f ~.:<~t'~st'l,::;:I---~-/~~'-'~';';c:.!s:':' .-.~,. --', ,., ~. "',A' _<'iit.,' . " 'U: '.1 H '.tel ~'.'" , .-,,-,,,,--,,,,-,,-.,, ,-' ., ,,"-- , , , ,rii'~ :-'1 i', I .',- -"1 . .\,;".,'\ k,:d t:-"',-j :~: j "I j.>'. ~,] ':i'j I ~"\~~ ;,1.1 " '<; oil . fj,~:t,\1_ . ~ , ., .;..,. '1 ,. I' " ;.d', r 10 t , ..\, I, I I "<4j;' r-. i '.~" r · . . ", .. t .' . 'Il . .1 r, , .. . t ~ ~ . '. "f .--.h '. " , , , .;~- , ..~ ;~! iL ,I . " -. ~ I' t, i I . ! " ...,- "j'--' r>' ...;.: J. -~ t.. _ I ~. . ' .J ,~.. _ .M'" '..... ........ ,- . ~ .-' "'... ..1 1-18-94 Qf liIl.W HERBERT J. STORBECK I, HERBERT J. STORBECK, presently of Cumberland County, Pennsylvania, declare this to be my will and hereby revoke all prior wills and codicils made by me, 1. Tanqible Personal ProDertv. I bequeath such items of my tangible personal property as are specifically itemized on a list, if any, in my handwriting, signed and dated by me at the end thereof, and attached to this, my Will, to the person(s) named thereupon to receive such items, and all of my remaining tangible personal property not used in business or for the production of income, including, without limitation, furniture, furnishings, clothing, jewelry, objects of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon, I bequeath to my wife, Dorothy E. Storbeck, if she survives me, and if my wife does not survive me, I bequeath such property equally among my children. If anyone of my children does not survive me, his or her share shall be distributed per stirpes among those of his or her issue who survive me. If there are no such issue, said property shall go to my other children, or if anyone of my other children is not then living, shall be distributed per stirpes among those of his or her issue who survive me. with regard to the property passing hereunder, distribution shall be made among my children on the basis of choices made in order determined by lot and by rotation, and the values as finally determined for federal estate tax purposes shall be determinative with regard to the values of the property chosen, and any ultimate disparity among my children shall be equalled by such payments among them as may be necessary. If anyone of my children is not then living, the choices to which he or she would have been entitled shall be made by his or her issue in order determined by lot and by rotation. 2. Residue. I bequeath, devise, and appoint all the rest of my property, of whatever nature and wherever situated, including property over which I hold a power of appointment (except that I do not exercise any power of appointment given to me by my wife), to the then Trustee(s) under an Estate Plan Agreement of Trust executed by me as Settlor thereof on February 22 , 1994, to be held by said Trustee(s) and added to and administered as part of the trust established by said Agreement. Said trust is in existence as of the date of execution of this will, and it is my intention, if necessary to validate the foregoing gift to the Trustee(s), to incorporate herein by reference its terms and any amendments thereto. 3. Survival. If my wife and I should die under such circumstances that it cannot be determined which of us survived, my wife shall be deemed to have survived me for all purposes hereunder. If any other beneficiary should die within sixty (60) days after me, he or she shall be deemed to have predeceased me for all purposes of this will. 4. Scendthrift Clause. No interest (whether in income or principal, whether or not a remainder interest, and whether vested or contingent) of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his or her said interest, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my fiduciaries for any liability of such beneficiary, whether such liability arises from his or her debts, contracts, torts, or other engagements of any type. 5. Facilitv of Pavment for Minors or Incomcetents. Any amounts or assets which are payable or distributable to a minor or incompetent hereunder may, at the discretion of my fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent, to the person with whom such minor or incompetent resides, or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. 6. Powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the follo\~ing powers and duties, without the necessity of notice to or ~onsent of any court: (a) To retain all or any part of my property, real or personal, in the form in which it may be held at the time of its receipt, including any closely held business in which I have an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a character authorized by law, (b) To invest and reinvest any funds held hereunder in any property, real or personal, inclUding, but not by way of limitation, bonds, preferred stocks, common stocks and other securities of domestic or foreign corporations or investment trusts, mortgages or mortgage participations, mutual funds with or without sales or redemption charges, and common trust funds, - 2 - , even though such property would not be considered appropriate or legal for a fiduciary apart from this provision, (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at the time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine, and to convey such property free of all trusts. (d) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, anu to such persons, firms, or corporations as they may deem advisable. (f) To renew or extend the time for payment of any Obligation, secured or unsecured, payable to or by them as fiduciaries, for as long a period or periods of time and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind. (h) without limitation of powers elsewhere granted therein, to hold, manage and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms and upon such conditions and rentals as they may deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the probable period of retention under this instrument; to make repairs, replacements and improvements, structural or otherwise, in connection with any such property, to abandon any such property which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. (i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate - J - '-.,~.::~~~~-",t;".~.-;,._t,,=,,->"''''.\\''.'.l;''.,;,,,. ,,-\,,'.,'oi- .', ;,',. ~<- " 7. Taxes. 1 direct that all estate, inheritance, and succession taxes that may be assessed in consequence of my death, to them such duties, rights and powers as they may determine, and for such periods as they think fit, (j) To register any securities at any time in their own names, in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered. (k) with respect to any securities forming a part of the trust, to vote upon any proposition or election at any meeting of the corporation issuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any such securities with any committee, depository, trustee or otherwise, and to payout of the assets held hereunder, any fees, expenses and assessments incurred in connection therewith, to exercise conversion, subscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of conversion, subscription or other rights and generally to take all action with respect to any such securities as could be taken by the absolute owner thereof. (1) To engage in sales, leases, loans, and other transactions with the estate of my wife or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof. (m) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, inclUding without limitation execution of joint income tax returns, election to deduct expenses in computing one tax or another, election to split gifts, and election to payor to defer payment of any tax, in all events without their being bound to require contribution from any other person. (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, association, tenancy in common, condominium, or any other, whether or not they have restricted or no management rights, as they in their discretion think best. - 4 - .._.~ .- _ -,..,- .-.~ ...< of whatever nature and by whatever jurisdiction imposed, shall be paid out of the principal of my probate estate to the same effect as if said taxes were expenses of administration, except that any such taxes (and interest and penalties thereon) imposed on account of my interest in or power over any trust established by my wife, shall be paid out of the property held in such trust, and all other property includable in my taxable estate for federal or state tax purposes, whether or not passing under this will, shall be free and clear thereof; provided, however, that my executor(s) may in the discretion of my executor(s) request that any portion or all of said taxes (to be paid out of the principal of my general estate) shall instead be paid out of the principal of any trust established by me, to the extent expressly authorized under the terms of said trust. B. Gender and Pluralitv. Unless the context indicates otherwise, any use of either gender herein shall also include the other gender, and the singular shall include the plural, and vice versa. 9. Fiduciaries. I appoint my spouse as fiduciary hereunder. If ever my spouse is unable or unwilling so to serve or to continue so serving, I appoint my children to serve as the fiduciary(s) hereunder, and if any of my children is unable or unwilling so to serve, or to continue so serving, no successor shall be appointed to serve in his or her place. My fiduciary(s) hereunder shall serve as guardian(s) of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any pOlicies of insurance on my life, and in any other situation in which the power to make such appointment exists under the laws of Pennsylvania. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care or of any co-fiduciary. No fiduciary named herein shall be required to furnish bond or other security for the proper performance of his duties hereunder. IN WITNESS WHEREOF, I, HERBERT J. STORBECK, herewith set my hand to this, my last Will, typewritten on seven (7) sheets of - 5 - " " paper including the self-proving attestation clause and signatures of witnesses, this 22nd day of February , 1994, A .f.t ~.i'~_t'u .LSEAL) HERBER ORBECK;If: Witnessed: ~~ residing at j~II"'I,J,n, ~ A- -' residing at t~, Po. residing at {t tlA1tf/ /rltiJ, jJ /J COMMONWEALTH OF PENNSYLVANIA COUNTY OF .li)u..PH I tl ss: (the testator), ~;d~CtrC'l (( ),.e~ve'f , o '....Abt , and ("'(Ht'\1 4. k~/)'\.lf"'"'''''''''' (the tnesses), whose na es are signed to the fore ng nstrument, being first duly sworn, each hereby declares to the undersigned authority that the testator signed and executed the instrument as his last will in the presence of the witnesses and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of his or her knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. WITNESS TESTATOR: ~,Q} ~.o ~O'I' 1~u-~c0vc. .; HERBERT J. ORBECK "-, <;: - 6 - .' " . . WITNESS I WITNESS I ~>.. ~tl C.,B'It. t!W'".1'''M- Subscribed, sworn to'-and Ilcknowledqed before me by HERBERT J. S ORBECK, the tee Iltor, and e~beoribad nd sworn before me by . 1"- (' '. ,J., -, , anpl a w naasas, s aof day , 1 94. (SEAL) No~'II1lII Seal Knhyl).l, ""tor, II\""~ fjJ',"Woll\),l>"'JJin MyCon"'''''''Jlli~)n)bJ"n. ,1000 , ,r.;;.,"~..~ili>i,", _ - ,. - '~l:-l9W~~~")'''''~-;'''''" \S. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Herbert J. storbeck Date of Death: September 9, 1994 Will No.: 1994-0870 Admin. No.: To the Register: r certify that notice of beneficial interest required by RUle 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 1, 1994: 1:isInf! Mrs. Dorothy E, Storbeck Mr. Richard J. Storbeck Address 540 Brentwater Road Camp Hill, PA 17011 2830 Sunset Drive Camp Hill, PA 17011 92 Sampson Road Bolton, MA 01740 997 Wayfield Drive Jeffersonville, PA 19403 Ms. Susan L. Storbeck Mr. Ronald Storbeck Notice has now been given to all persons entitled thereto under RUle 5.6(a) except Date: November 1, 1994 Si9n~QJ ~'M ';"'.--r"' -: r:,~ Name: Richard R. Lefever,Esquire Address: MCNees, Wallace & Nurick 100 pine Street Harrisburg, PA 17101 Telephone: (717) 237-5222 Capacity: Personal Representative It:, N I _x_ Counsel for personal representative ;;; 2:;'.' l'~' \ .:2 :::J UU , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~~ '7 tl~iZ M/ //0 .jy'" -y If ISI Dorothy E. Storbeck being duly sworn .ecardln9 la I.w, dopa"l ...d UY' Ih.t file is the Executrix al Ihe Ellote al Herbert J. Storbeck lale al ~1!.~!:~~!l!1sbo..!_9..:r(),wnBhip' , Cumberland Caunly, Po., decealed and that thl within il on Invenlary mode by Dorothy E. Storbeck , Ihe sold Executrix 01 Ih. entire IIt.le al uld dleed.nt, eanlllllnq al .11 Iho p.llanal prap.rty .nd real estale, except r.al .stal. outside th. Cammanwullh al Pennlylv.nl., and th.I Ihe flgurOl appasltl eaeh Item 01 the Inventary represent it', fair valul .s al the d.I. al d.cedont's death, /),>"t\th~ C SIlIl'l)l( It. end-Iublcrlb.d bo/are mo, ~ r~L c: Y- tH.L~c.t.. ~ ~~~i_ - _~_ I I' h... . , I'i'm/IIIII',' " " ,," I II, ,I"plIl, ',Ill .:., My C1dll,/t1 ';.1,,'1 ~i"I"1 ' l I j "II I -_.__..--.....~._,' , '.' "j j Dati al Outh !lti; ". h.._. 19 ClS ucutor . ~J4HU"K McNees, Wa ace & Nurick P.O. Box 11 66 H~rri~hl1rQ. PA 1710R-1166 Addr... 0., September Month 1994 l N..J, G ri' .,.; Ul :D :Tlm .) '.) INSTRUCTIONS 's I. An Invlntary must bl IIIld within thru manlh. .Iter appalnlment of perianal rlprOlenhll~. 2, A suppllm.nt Invenlary musl bo lIIed within thirty daYI af dlleavory af addltlan~L.a...h. [)l 3, Addltlon.1 sh..h m.y b. ellach.d as la porsanally ar really ~1 li of. 5.. A,lIel. IV, Fldualorl.. Ael 01 19019. iJ S r; o l.oJ ~:':\I w~ 0. 'M .<: Ul l'l ~ :I ~ u 0 0 CIl E-t .,; U " ~ on G 'M CXl w I-< 0 ~ k CXl 0 ~ I- 0 I-< G ::s 0 w ~ II 0 "- +J 0 u Z ~ I 0 VI Ul .0 II . I-< .... ... ~ w = w Ul C '" Ql :-oll ~ J: l'l G :> '" "- u. . ~ "- c '" ... ..J I') l'l Ql ~ Ql ~ u. -' < 0 Ql Q, ..... au \D.o: W 0 -< w +J P, ,;, Ql :I: III \Dp' > Z "" -<.... I-< C ...:l ~ Z 0 c CIl +J ~ .... ~ ~ - '" Z .0 Ul 0 . III ll'l 'z "" I-< III U P: 3: >< I-< w < .... "- Ql r.:I "'0 o ::s II: c '0 ~ ~.o - .. k Ul Ul I -:: 0 II III Ql . 'M I ..a .... .<:: Ql 01-< ; . E ." 0 U Z I-< I '; . ~ 0 'M U . III , .... U u: III P: :Ii: P"II: \. Inventory of the real amI p,.rsonal eslate of Herbert J. Storbeck deceased 912.400 shs MFS Municipal Bond Fund A 9,680 56 Dividend accrued to date of death on above item 4 56 Note Receivable from Richard J. Storbeck 33,500 00 PA Department of Revenue - 1994 income tax refund 38 00 43,223 12 I~. (}.,/O '1 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~;/ b.t-PI ~3P' . REV-liDO EX. 17-114) 0 . CCMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT.210eOI HARRISBURG, PA "'2Iaoeo, 14, Nol Valuo Sub oct to T.. (Uno 12 minus Uno 13) 15. Spou..ITrln.t.'lllof da'.. at dulh .U" 8a:lO-1I4). S.. Inl'ruetlcn. taf Appllcablt perunlag. an PAg, 2. (I"clud. vllu.. tram Schldul. KG' Schedul. M.I 10, Amount of Uno 14t..oblo DIll"" roto (Includo valuos from Schodulo K or Schodulo M,) 17, Amount 01 Uno 141..oblo ot 1~'" rote (Includo valuos from Schodulo K or Schodulo M,) TAX 10, Prlnclpal t.. duo (Add t.. from Unoo 1~, 10 ond 17,) COMPUTA.. 10. Crodlts Spau..IPo.....'lyCr.dlt Prior Paymonlo Olocou"t TIOH + 5,130.00+ 270,00- 20. If Uno 19 Is roator than Uno 18, onlor Iho dllloronco on Uno 20. This 191ho OVERPAYMENT. !Aj' ct'il\clfl1ii1fi'lt: OQ~_." ueiU,r '"lfretund"of'" ulbYe' ." entlll:iil!lii~llil:!IlI'1l111 ,!.ill 21, If Uno 181s groator than Uno 19. ontor tho dllforonco on Uno 21. This 191ho TAX DUE. A. Enlor lho IntorDSI on tho balanco duo on Uno 21A, B, Enlor tho total of Uno 21 ond 21A on Uno 21B, Thlslolho BALANCE DUE, Make Check Pa able to: Re later 0' Willa, A ent Iii i 111111 11I1 I i II II i'illliillilli IliI!I....:'II""IBE'SURE::rOANSWERIAU:'QUEBnOHSON PAGE'2'AND,roRECHEClCMA"11II~::IIiI:""'11 i!: Ii illilblllili'IIII'lilliiii,III!I,I,:1111 Hi,!; n or pon 0 per ury, are t at avo Ole no I s roturn, nc u ng Dccompnny ng DC 10 U 09 Dn 8talomenll, an 10 tOIl 0 ff1Y no 0 go and belle" h II true. conOic1and comploto. I doclaro that all rool 09talo has boon roportod al truo malkot valuo. Doclaratlon of proparer othor lhan tho pOfoonal reprosontaUVo Is basad on a1llnfofmatlon of which preparer has anv knowfodgo. ISI TUREOFPER~NRE8 N IBLEFORFI INORnURN ADDRESS OAT!. / / ___ , <:!o'. 'h--Lt-lr See Schedule attached ~ t.l. J' 'i J TURE PREPARE? THE THAN REPREGENTATlVE ADDRESS ~- \ l Q...p NTF 111111 DECEDENT CHECK APPRO- PRIATE BLOCKS CORRES- PONDENT RECAPIT - ULATION -} Ii' FOR DATES OF DEATIl AFTER \2131/9\ CHECK HERE fF A SPOUSAL POVERTY CREDIT 15 CLAIMED FILE NUMBER 21 1994 COUNTY CODE YEAR DECEDENrS COMPLETE ADDRESS 540 Brentwater Road Camp Hill, PA 17011 09 09 94 08 02 1916 Counl CUmberland SOCfAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 100-18-2942 160 425.62 2. Supplomonlal Ruturn 3. RomaIndor Return (fordaleulde.thprlortoU.1J.U) o 6. Fedoral Estalo Tit)( Return Required 0870 NUMBER DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) storbeck Herbert J. SOCIAL SECURITY NUMBER 098-01-0014 I VI I lAST AND MID LE INIfIALI storbeck Doroth E. \, Orlglnal Roturn . o 4, Umllod Eslolo HI 40, Futuro Inlorosl Compromlso (for dalos 01 dOOlh o"or 12-12-02) ~ 6. Docedent Dlod Toslato 0 7, Docedonl Malntalnod a Uvlng Trust (AUach copy nf Will) (AUoch copy 01 Truot) B~DE~E!ANDCDNFIDENTlAL!TAXIHFDRMATlOH BHOUUlBE DIRECTECl,TOli''!'ilI,'i!iliIIHill' 1IHlli,iiUlli I 111!Ii lilli' COMPLETE MAILING ADDRESS 100 pine street Harrisburg, PA 17101 O. Tolal Number of Solo Dopooll Boxoa r "II i1lliiillili!ili,!llililiIHI!!!i NAME Richard R. Iefever TELEPHONE NUMBER 717-237-5222 1, Roal Estoto (Schodulo A) 2, Stocks ond Bond. (Schodulo B) 3, Cloooly Hold SlockJPorInorshlp Inlorosl (Sch, C) 4, Mortgogos ond Notos Recolvoblo (Schodulo D) e. Cash, Bank Doposlts & Mlscellanoous Porsonal Proporty (SChodulo E) 0, Jointly Ownod Proporty (Schodulo F) 7, Tronsfo,. (Schodufo G) (Schodulo L) 0, Tolal Gross Assol. (lotal Unos1-7) 9, Funoral Expenses. Adrrinlstrallve Costs, MI.colloneous Expon.o. (Schodulo H) 10, DobIS, Mortgogo Uoblllllos, Uons (Schodulo I) 11, Total Doductlons (totol Uno. 0 & 10) 12, Not Valuo of Estato (Uno 0 minus Uno 11) 13, Chorl1oblo and Govornmontal Boquo.l. (Schod"lo J) .J'" ,I " .., , , . I IJ ... 203,648.74 10,133.66 193,515.08 (15) (14) 193, S-lS-;08 x.Q!. . 193,515.08 5,805_~~S., (\6) ,06 . (17) 0.00 x ,16 . 0.00 (10) 6,798.14 Inloronl (19) (20) 5,805.45 (21) (2M) (21B) 405.45 0.00 -'105.45 Copyright Fo"n, Software Only, 111I4 Nelco,lnc. NII4PAOOt McN~ES, WALLACE & NURIGi< ox H"o'l ,- P^." 'r" ~ld5 JL.ID. Ill.. DAft S,.l.3 /9."5 , EBtate of: Herbert J. storbeck 21-1994-0870 'lhe followirg persons are signirg the return as representatives of the estatel Dorothy E. storbeck 540 Brentwater Road Canp Hill, PA 17011 PA REV-lIl00 EX (7-94) Plge 2 Act 1148 of 1994 provldee for Ihe reduction of Ihe lax rales Impoaed on Ihe nal value of Iranafera 10 or for Ihe uae of , the apou... The ralaa .. prascrlbed by the alalule will be: . 3% (.03) will be appllcabla for eslal.. of decedenla dying on or after 711/94 and bafore 1/1/96 . 2% (.02) will be applicable for ealalaa of decedenla dying on or after 1/1/96 and before 111107 . 1% (.01) will be eppllcable for ..Ial.. of decedenls dying on or after 1/1/07 and before 1/1/08 · Spouaallransfara occurring on or after 1/1/98 will be exempl from Inherllance lax. PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS. YES NO 1, Old decedent malee I trlnsler Ind: L relalntheu80orlncorneoltheproportytranaferred,......., t........ 0".. ..,........, '.................. .".....,.. X b. relaln the r1ght to d981gnatowho ehall use tho propertytransfoood or Its IncomD.. . t..... 0..'.1.'.............. ............ X o. retain a reveraJonary Interest: or. , . . . . . . . . . . . . . . . . . . . , . . , . . . . , . . . . . . . . . . . . . . . . . . , . . , . , . . . . . . . . . . . , . . , . . . . . . , . . , . X d. receive the promse for Ufe of ellhot payments, benoflts or care?..... . . ,.. .. , .... ,. 1".""". . ...,...... .... ........ . X 2, "death occurred on or belor. December 12, 1992, did docedent within two years procodlng death transfer propeny without rocelvlng adequate consideration? If deeth occurred aher Docember 12, 1982, did docedentlransfer propeny within one year 01 deeth without receiving adequate con8lderatlon?................,...,.",..............,.........,........,., ,.,..,............ X 3, Old decedent own en 'Intrus1fo( blnkaccounlat his or hor de.th?, ",."""""",.,.".."",.,.""."",.""""" 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. PAl5002 NT'.... Cop)'l"llIhl Fa,,", Saflwa,. Onl~1 tll1l4 N.lca,lnc. NlI4PA002 ~.ff-q;o.f""'i.\.",.~,,,....,,..~..,,,.,;, RIV..taDI EX. C.-II. COMMONWEALTH OF PENNaVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Herbert J. storbeck (AU ....-tv !olnUy-owned with Righi 01 Survlvorahlp muat be cIIacloaad on Schadula F,) ITEM NO, 21-1994-0870 DESCRIPTION VALUE AT DATE OF DEATH 1 912.400 shs MF'S Municipal Booo F\1nd - A Dividen:l accrued to elate of death 9,680.56 4.56 TOTAL Also .ntor on IIno 2, Roca lIulaUon (II mora apaeol. noedod, Insert addlUonalahoeta olssma slzo,) s 9 685.12 PA1&031 NTF ,m Copyright Form. SOIlWIII Onl)', 1111. N.lco, lnc. NII.PA031 .....I"'io~i"--'.".>L"h',;.,"'..'2L<'~'__, _.,.,<:.";_'. REV..1IOI U. (1,,17) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY J 'COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Herbert J. storbeck AU oln -ownod wI1h tho RI t 01 Survlvorohl must bo dloclosod on Schoduls ITEM NO. PIGue PrInt or Typo FILE NUMBER 21-1994-0870 VALUE AT DATE OF DEATH DESCRIPTIDN 1 Loan J\dvanceIreIlt to Ridlard J. storbeck 2 Pa. Dept. of RevenUe - 1994 incane tax refurxl 3 9,50G.352 shs Franklin Olstodian F\Inds, Inc.; Inoane Series; IRA ale #90211960302 Beneficiary: Dorothy E. storbeck, survivirg spouse 4 Meridian Bank IRA Certificate of Deposit #3213647401 Beneficiary: Dorothy E. storbeck, survivirg spouse Interest aocrued to date of death 5 Meridian Bank IRA Certificate of Deposit #3213562311 Beneficiary: Dorothy E. storbeck, survivirg spouse Interest acx:rued to date of death 33,500.00 38.00 21,009,04 20,308.96 11. 13 27,411.02 160.70 TOTAL Also onlor cn Ilno e, Roco Itulolton $ (Ansch oddltJonal81/2:' x 11" shoot. II moro spaco I. needod,) 102 438.85 PA15011 NTF ",_ Copyright Form. Softwar. Onl)', 1114 N,leo,lnc. NI4PAO.t REV-lDlO EX . (2-87) .cOMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G TRANSFERS PLEASE PRINT OR lYPE FILE NUMBER Herbert J. storbeck 21-1994-0870 TlIIS SCH. MUST BE COMPL.ETED & FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES, DESCRIPTION OF PROPERlY DECO, DOtLAR VALUE ITEM Include nemo 01 tho .onslor.., thol, EXCLUSION TOTAL VALUE % OF DECEDENrs NO, rolatlonatil~-to docodont, date 01 .analor, OF ASSET INT. INTEREST 1 alio state Life Insurance Co. 62,471.67 policy 10903602. ~.."lt was the owner, Dorothy E. storbeck, surviving spwse is the narned beneficiary. Policy was a single premium annuity to begin at age 80 2 AIG Life Insurance O:rlpany policy 29,053.10 1Sl'8345056. Decedent was the owner, Dorothy E. storbeck, surviving spwse is the narned beneficiary . Policy was a single premium deferred annuity. TOTAL 'Also onto, on Ilno 7, Rocanltulation\ $ 91 524.77 (II moro spaco Is noodod,lnsort oddltlonalshoot. of .arno alla,) PA15l01 NTF U17A Copyrlght Fo,"" SDttwAr. Only, 11114 N,tcD,lnc. NI4PA101 "_"'''''-'''''"d'J~_ REV"lIn Elhl7.1I1 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RUIDENT DECEDENT Pl.... Prlnl or Typ. FILE NUMBER 21-1994-0870 ESTAT1! OF Herbert J. storbeck ITEM NO. A. Fun<<all!lcpen"': DESCRtPTION AMOUNT 1 Myers-Harner F\lneral Hare 2 Gigante - funeral luncheon 5,416.00 369.02 B, AdmtnlalnUv. eoata: 1, P....,nal RopraaontaUvo COmmissions Social Socurlty Numbe, 01 P....,nal Rop,oeentoUvo: Vo., COmmlsslono paid 0.00 2, Attorney F.... 3,500.00 3, Farrily Exo~tIon Claimant Add,... 01 Claimant 01 docedonra dooth SUoot Add,... 0.00 RolaUonshlp City State ZIp Codo 4, Probato F..s 241.00 C. M_lIanaoua Expen...: 1 C\lmberlard law Journal - Legal advertising 40.00 2 'lhe Sentinel - legal advertising 64.64 3 ~ees, Wallace & Nurick - reiml:ursernent for miscellaneous 75.00 expenses 4 Register of Wills of CUmberlard county - fee to file PA 15.00 Inheritance Tax Return 5 Register of Wills of CUmberlard county - fee to file Inventory 10.00 TOTAL Also onto, on IIno 9, Rocs Itulsllon $ (II mora apace la naadad, Insart addlUonol ahaata 01 uma olre,) 9 730.66 PAI&ll1 NTF..II Cop)':I"ht Form. SOIlWA'. Only, '''4 Naleo, Inc, N84PAtt I , .~,~.~~.~\ .)~'J'?;.r~':t~~~. RIV-tI1Z U.CIIUJ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RITURN RISIDENT DECIDINT SCHEDULE I DEBTS OF DECEDENT. MORTGAGE LIABILITIES AND LIENS Pi.... Pltnl 0' FILE NUMBER 21-1994-0870 I!STAT1! OF Herbert: J. storbeck IT1!M NO. DESCRIPTION AMOUNT 1 Internal Revenue Service - 1/2 share of 1994 incane tax liability 403.00 TOTAL Also enter on line 10, Roca hulaUon (II more space I. needed, Insert addltJonalsheeta of same Bize,) s 403.00 PA15121 NTF 2110 Copyright Form, Softw.,. Onl~, tl1l4 N.lco,lnc. NII4PA1Z1 ftIV-tl1' EX .12."1 COMMONWEALTH OF PENNSYLVANIA , INHERITAHCI! TAX RETURN RESIDENT DECEDENT ESTA'Il! OF SCHEDULE J BENEFICIARIES Herbert J. ITEM NO. storbeck NAME AND ADDRESS OF BENEFICIARY A. T..ablo Boquo,ta: 1 Dorothy E. storbeck 540 Brentwater Road camp Hill, PA 17011 2 Trustees Under Fstate Plan Deed of ITEM NO. NAME AND ADDRESS OF BENEFICIARY B, Charltablo and Govolllmontal Boquosta: None FII.E NUMBER RELATIONSHIP 21-1994-0870 AMOUNT OR BHARE OF EBTATE surviv!n;J spouse 160,425.62 Trustees 33,089.46 AMOUNT OR SHARE OF ESTATE TOTAL CHARITABI.E AND GOVERNMENTAL BEQUESTS Also ontor on IIno 13, Roco Ilulollon (II more aplC' I. n..ded, Ina.rt addIUonll.h..llI 01 slme sl..) s 0.00 PA15t31 NT' 12'" Copyright Form. Soflw." Only, 11114 Neleo, Inc. Ng4PA 1:S 1 ioA''',1<:C...'-' -',- REV-1114 Ut13.1121 SCHEDULE K LIFE ESTATE/ANNUITYI TERM CERTAIN COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIOENTDECEOENT ESTATE OF IFILE NUMBER Herbert J. storbeck 21-1994-0870 ThIs BChodulo 19 to bo usod for all slnglo U'o, )oInt or Buccosslvo Iifa oslat09 and tarm cot1a1n caJculaUons. For datos 0' daath ahar 12-31-81 and bo'or. 8-1"09. actuarIal 'actora 'or slnglo 11'0 calculaUons can bo 'ound In Rovonuo Booklot (REV-1501B). For datos 0' doath on or ahar 8-1-80 octullllllactoll can bo lound In IRS PubllcaUon '14~7 Actuarial Valuoo, Alpha Volumo, The InalrUmont croaUng tho 1110 Intorool Is a: (Pl.... .ltIch a eopy 01 Inlllumanl) WItI Inlarvlvos Dood of Trust Olhor lIilll II I 11111111 1Ii11l1 i 1I1111I1iilillllllllllillllill:IIHlllillliilllliiliiiillillllilillilliilliiii,iUFE. ESTATE 'INTEREST,. CALCULATION ,i',ii'll' Pr..ent Age (N.ar.lt BIr1hdoy) !1i!!,I;iilh:lI@:ii!'I'I1I!!li:,,'i:III,ii:i;(i:,i::i!il!il;i:!illii:!:II<:,I:;,~,i.i.:! :;::i:: Namola) 01 LII. T.nlnl{a) Da'a 01 BIr1h Tarm 01 V.... UI. Eatat. Is Payabl. Doroth E. storbeck 10 29 23 71 TOIm 0' Yaara Torm 0' Yoaro Torm 01 Vaars Term 0' Yoaro 1, Vlluo 01 Fund Irom which Ulo Estato(s) Is payablo:, , , ...., .... .. .... , .. , .. ....., .. .. .., , .... .... $ 33,089.46 .57618 2, Actulllal Factor por approp~oto Toblo . , , , , , . , , , , , . , .. , , , , , , , , . , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , Intor..1Tabloroto-- 031t2'''' 06"'" 010% ~arlsbloRalo 8.4 % 3, Valuool Ulo Eatato (Un. 1 x Un. 2) ............'.... ...... .........,.........., ,..,..",... $ 19,065.49 1I11111111111111111111111111111illlilllllllilllllllmlllllllllllllllliiillhllilllilililliiillllIliliil;!ilillll'ANNUn:Y,IINTEREST;, CALCULATION ,:'iiiiii'i'i'i:"i'i'::I,liliill'illli:III1III'IIi!i",ll i'illil1IIIIiIrilll:llIillllllilillill'lillilllil:i.I'li'iii,,, Pra.ant Aga (N..,a.t BIr1hdoy) Namoll) 01 Annultanl{s) DII. 01 BIr1h Tarm 01 V..r. Annully la Payablo Torm o. Yoars Torm 0' YOAtS Term of VanTa Torm 01 VonTS 1, Valuo of Fund Irom which annuity Is payablo, , , , , , , , " , , , '" , , , , .. , , .. , , , , " , , , .. , , " , , , " , , , " $ 2, Froquoncy 01 paYOUI-- OWookly . OBI-woakly . OMonlhly OOUar1arIY OSoml-AnnuoJly []Annuolly []Olhor 3, Amount 01 payout per po~od , , .. , .. .. , , .. , , .. , , , , " , , , " , .. . , , , , , .. , , , , , , , .. , , , " , .. " , , , , , 4, Annual poymonl......, .., .. .., .., ...., , , .., , '" .. ...... .." .. , , .., .... , .., , .... , .... .. , , ~, Annutty Factor (soo InalrUcUons) Intor..t Toblo rato -- 031/2'''' 06% 010% OVarlablo Rato % 6, Adju.lmonl Factor (100 InstrucUons), , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 7, Valuo 01 Annuity --11 using 31/2'''',6''''', 10',{, or II vorloblo rate and po~od payoulls ot ond 01 porlod, calculation Is: Un. h Una 5 x Un. 8 , .. , ,.. , , .. , , .. , , .. , .., , .. " .... , , '" , ...., , .., If using varloblo ralo and porlod payout 'a at boglnnlng 01 period, eolculotlon '0: (Un. 4 x Un. 5 x Una 6)+ Una3, NOTE: Tho valuos oltha runds whIch croate tho abovo futuro Intorests must bo roportod 8S part 0' tho Estate Assots, Uno 1 through Uno 7, Tho R..uhlng Ulo/Annulty Inlerost(s) should bo roportod at tho approprlato lOll rote on Un.. 13, 15 ond 18 00 roqulrod, PA18141 ,n. "" CopyrighIFo,m. Soflw.,.Only, 111114 NelcO,lnc. NUPA141 , REV.Ill>l7 EX. <.110..) . COlo'MONWEAI. TH OF PENNSYLVANIA INHERITANCE TAl( RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Herbert J. Storbock 21-1994-0870 This schedule Is appropriate only for Estates of decedents dying after December 12,1982. This schedule Is to be used for ell future Interests where the rete of lax which will be applicable when the future Interest vests In ossesslon and en 0 ment cannol be established wllh certalnt . The Instrument creallng the future Interest Is: (Please attach copy of Instrument) o Will ([J Trust 0 other SCHEDULE M FUTURE INTEREST COMPROMISE I. Beneficiaries NAME OF DATE OF AGE TO BENEFICIARY RELATIONSHIP BIRTH NEAREST BIRTHDAY 1. Doroth E. Storbeck Survlvin S use 10/29/23 70 2. Richard J. Storbeck Son 6 03 54 3. Susan L. Storbeck Oau hter 5/23/52 4, Ronald M. Storbeck Son <1/22/58 5. II. For decedents dying on or efter July 1, 1994, If a surviving spouse exercised or Intends to exercise one of the following wllhln 9 months of the decedent's death, check the appropriate block :lIId supply a copy of the document In which the surviving spouse exercises such withdrawal right. o Unlimited right of withdrawal 0 Limited right of withdrawal III. Explanatlon of Compromise Offer: (If more space Is needed, attach additional 8,S X 11" sheets) Under ~rtic1e 4(b) of the trust, principal may be used for the Sottlor's wife for support, maintenance and health care, and to maintain the standard of living maintained during Settlor's lifetime. Under ~rticle 4(d) Mrs. Storbeck has the right to withdraw up to $5,000 annually from principal and to request a withdrawal equal to 5% of the trust's market value less any prior distributions in that year. Due to Mrs. Storbeck's health, it is anticipated that she will exercise her withdrawal rights and therefore the entire trust will be depleted prior to her death. Therefore, the entire trust should be taxed at 3%. IV. Summary of Compromise Offer: 1. Amount of Future Interest....."...,.,...""..,..,.., $ 14,023.97 2, Value of Line 1 exempt from tax as amount passing to charllles, etc, . , , . . . , . . , . . (also Include as part of total shown on Line 13 of Cover Sheet) 3. Value of Line 1 passing to spouse at appropriate tax rale , . , . , . . . . . , . , , , . , . , , . Check 1 Block 06% , ~ 3%,02%,01%,0 Exempt (also Include as part of total shown on Line 15 of Cover Sheet) 4, Value of Line 1 Taxable at Lineal Rate ",........,.,..,..".,....,... , , . (also Include as pert of total shown on Line 16 of Cover Sheel) 5, Value of Line 1 Taxable at Collateral Rate, . . . . . . . . , . . . . . . . . . . . . , . , , , . . , , (also Include as part of total shown on Line 17 of Cover Sheel) 6. Total Value of Future Interest (sum of Lines 2 thru 5 must equal Line 1) , . . , . . . , , $ , -0- $ 14,023,97 $ -0_ $ -0- . $ 14.02l.97 . . . . . , ...'....'HIII "."\, 1;1'(" "" ,. ~. . (' . .. II<; ~J). , l~(''\' . :""'" 'f.!(,'J;, .'If:- . "....,,~ :,,0':' "r \'" ~~i', '. //':; tt!f . ./~\:..\trl\.. {f.. 'f:',:;' !'~,~ :; ,.~: l ~ . ...,t.': \' I i!':,.' 1 "::'(.'~\'\...:. ..7 :' ! ',.. ;),. ..... ... ...... '/' ,.. .': 1,., ,I\,' .\ ........ Register' of Wills of CUMBERLAND county, Pennsylvania Certificate of Grant of Letters Testamentary No. 1994-00870 PA No. 2194-0870 ESTATE OF STORBECK HERBERT J \uA~., ~~K~., M~uuu~1 Late of EAST PENNSBORO TOWNSHIP ~UM~~"uA~U ~UUN~X, , Deceased WHEREAS, on the 14th dated September 9th 1994 was admitted to probate as the last will of STORBECK HERBERT J (uA~., r~K~., M~uuu~1 Social security No. day of October 098-01-0014 1994 an instrument late of EAST PENNSBORO TOWNSHIP 9th day of September 1994 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C, LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to DOROTHY E STORBECK who has duly qualified as Executor(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 14th day of October 1994. , CUMBERLAND County, who died on the 'ffla~_(l, J&iJt~1 ~A(In~. .o~Pll~ , " 4 ',' <. ' . , . e . . . . ~ ~." ~-18~94 21~94~870 ~ QE HERBERT J. STORBECK I, HERBERT J. STORBECK, presently of Cumberland County, Pennsylvania, declare this to be my will and hereby revoke all prior wills and codicils made by me. 1. Tanqible Personal Prooertv. I bequeath such items of my tangible personal property as are specifically itemized on a list, if any, in my handwriting, signed and dated by me at the end thereof, and attached to this, my Will, to the person(s) named thereupon to receive such items, and all of my remaining tangible personal property not used in business or for the production of income, including, without limitation, furniture, furnishings, clothing, jewelry, objects of art and decoration, and the like, and any motor vehicles which I own, together with the insurance thereon, I bequeath to my wife, Dorothy E. storbeck, if she survives me, and if my wife does not survive me, I bequeath such property equally among my children. If anyone of my children does not survive me, his or her share shall be distributed per stirpes among those of his or her issue who survive me. If there are no such issue, said property shall go to my other children, or if anyone of my other children is not then living, shall be distributed per stirpes among those of his or her issue who survive me. With regard to the property passing hereunder, distribution shall be made among my children on the basis of choices made in order determined by lot and by rotation, and the values as finally determined for federal estate tax purposes shall be determinative with regard to the values of the property chosen, and any ultimate disparity among my children shall be equalled by such payments among them as may be necessary. If anyone of my children is not then living, the choices to which he or she would have been entitled shall be made by his or her issue in order determin~d by lot and by rotation. 2. Residue. I bequeath, devise, and appoint all the rest of my property, of whatever nature and wherever situated, including property over which I hold a power of appointment (except that I do not exercise any power of appointment given to me by my wife), to the then Trustee(s) under an Estate Plan Agreement of Trust executed by me as Settlor thereof on February 22 , 1994, to be held by said Trustee(s) and added to and administered as part of the trust established by said Agreement. Said trust is in existence as of the date of execution of this will, and it is my intention, if necessary to validate the foregoing gift to the Trustee(s), to incorporate herein by reference its terms and any amendments thereto. " ',. " - c , ' . , c 3. Survival. If my wife and I should die under such circumstances that it cannot be determined which of us survived, my wife shall be deemed to have survived me for all purposes hereunder. If any other beneficiary should die within sixty (60) days after me, he or she shall be deemed to have predeceased me for all purposes of this will. 4. SDendthrift Clause. No interest (whether in income or principal, whether or not a remainder interest, and whether vested or contingent) of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his or her said interest, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my fiduciaries for any liability of such beneficiary, whether such liability arises from his or her debts, contracts, torts, or other engagements of any type. 5. Facilitv of Pavment for Minors or IncomDetents. Any amounts or assets which are payable or distributable to a minor or incompetent hereunder may, at the discretion of my fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent, to the person with whom such minor or incompetent resides, or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. 6. Powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court: (a) To retain all or any part of my property, real or personal, in the form in which it may be held at the time of its receipt, including any closely held business in which I have an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a character authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limitation, bonds, preferred stocks, common stocks and other securities of domestic or foreign corporations or investment trusts, mortgages or mortgage participations, mutual funds with or without sales or redemption charges, and common trust funds, - 2 - . -- '_.--," -----. - _:-'"""""--,,-,~~,,.,,~..i ...,1 '.1 ....',. , , ~.., ~:~ . . . ' ~ ~" even though such property would not be considered appropriate or legal for a fiduciary apart from this provision. (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at the time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine, and to convey such property free of all trusts. (d) TO borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the adminiatration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations as they may deem advisable. (f) To renew or extend the time for payment of any obligation, secured or unsecured, payable to or by them as fiduciaries, for as long a period or periods of time and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind. (h) Without limitation of powers elsewhere granted therein, to hold, manage and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms and upon such conditions and rentals as they may deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the probable period of retention under this instrument; to make repairs, replacements and improvements, structural or otherwise, in connection with any,such property, to abandon any such property which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. (i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate - 3 - , , , " ",', c . ' , ' r., ~,d' to them such duties, rights and powers as they may determine, and for such periods as they think fit. (j) To register any securities at any time in their own names, in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered. (k) with respect to any securities forming a part of the trust, to vote upon any proposition or election at any meeting of the corporation issuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any such securities with any committee, depository, trustee or otherwise, and to payout of the assets held hereunder, any fees, expenses and assessments incurred in connection therewith, to exercise conversion, subscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of conversion, subscription or other rights and generally to take all action with respect to any such securities as could be taken by the absolute owner thereof. (1) To engage in sales, leases, loans, and other transactions with the estate of my wife or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof. (m) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, including without limitation execution of joint income tax returns, election to deduct expenses. in computing one tax or another, election to split gifts, and election to payor to defer payment of any tax, in all events without their being bound to require contribution from any other person. (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, association, tenancy in common, condominium, or any other, whether or not they have restricted or no management rights, as they in their discretion think best. 7. Taxes. I direct that all estate, inheritance, and succession taxes that may be assessed in consequence of my death, - 4 - . " , 't ~ . G . ' . , c of whatever nature and by whatever jurisdiction imposed, shall be paid out of the principal of my probate estate to the same effect as if said taxes were expenses of administration, except that any such taxes (and interest and penalties thereon) imposed on account of my interest in or power over any trust established by my wife, shall be paid out of the property held in such trust, and all othar property includable in my taxable estate for federal or state tax purposes, whether or not passing under this will, shall be free and clear thereof; provided, however, that my executor(s) may in the discretion of my executor(s) request that any portion or all of said taxes (to be paid out of the principal of my general estate) shall instead be paid out of the principal of any trust established by me, to the extent expressly authorized under the terms of said trust. 8. Gender and P1ura1itv. Unless the context indicates otherwise, any use of either gender herein shall also include the other gender, and the singular shall include the plural, and ~ versa. 9. Fiduciaries. I appoint my spouse as fiduciary hereunder. If ever my spouse is unable or unwilling so to serve or to continue so serving, I appoint my children to serve as the fiduciary(s) hereunder, and if any of my children is unable or unwilling so to serve, or to continue so serving, no successor shall be appointed to serve in his or her place. My fiduciary(s) hereunder shall serve as gUardian(s) of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any policies of insurance on my life, and in any other situation in which the power to make such appointment exists under the laws of Pennsylvania. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with dUe care or of any CO-fiduciary. No fiduciary named herein shall be required to furnish bond or other security for the proper performance of his duties hereunder. IN WITNESS WHEREOF, I, HERBERT J. STORBECK, herewith set my hand to this, my last Will, typewritten on seven (7) sheets of - 5 - ',II ,".",; 'r; , \.:,; . ' (';, . . paper including the self-proving attestation olause and signatures of witnesses, this 22nd day of February , 1994. witnessed: COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~u..PH If{ t<'4 ~ ~.f~J..~AL) HERBER ORBECK residing at ~JIIII'jJ, ~ A- ,oJ residing at t~,Pa residing at eruy; JJjJ, /J /I . . . . S8: ERT J. STORBECK (the testator), , G , and , ~ (the tnesses), whose a es are signed to the fore nstrument, being first duly sworn, each hereby declares to undersigned authority that the testator signed and executed the instrument as his last will in the presenoe of the witnesses and that he ~d signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that eaoh of the witnesses, in the presenoe and hearing of the testator, signed the will as witness and that to the best of his or her knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influenoe. WITNESS ~.Q}~^II' TESTATOR: /~~,,0:vL HERBERT J. ORBECK ~~r'C - 6 - '...-... ',-'.._," - ., -".;,..........--......'...-:',.'.~.- - ~ :. . .:.'~' , . . , . (3' . ' ;w .' ,'.. c. , , WITNESS: C 1lA~ A-. ,~{bA<J II /LlA ~ WITNESS: subscribed, sworn to nd acknowledged before me by HERBERT J. S ORBECK, the testator, t of (" I , 1 94. and ~~bscribed ~nd sworn before me by , ~(em. l\. tiPI {l:;.A J.::.e., , an:&, , the witnesses, .9lis 6J8~ day (SEAL) Nol:ubI Belli ,=,f'IoIfor,~_~ MtCorr<1~~,"2l1\l96 . . - 7 - .. , ...., , \ 1-20-94 r r . ESTATE PLAN AGREEMENT OF TRUST BY THIS AGREEMENT, executed on February 22 , 1994, HERBERT J. STORBECK, presently of Cumberland county, Pennsylvania, as Settlor, hereby establishes a trust of the assets itemized on Schedule A hereto, and the same HERBERT J. STORBECK, hereby agrees to perform as the Initial Trustee of said Trust, and of such additional property as may be placed in trust hereunder, by the Settlor, the Settlor's wife, or with the consent of the Trustee(s) any other person, all in trust subject to the terms and conditions set forth herein. If HERBERT J. STORBECK ever is unable or unwilling to serve, or to continue so serving, as the Trustee hereunder, he shall be succeeded as Trustee by his wife, Dorothy E. Storbeck, and by his children. If ever anyone of such four persons is unable or unwilling so to serve, or to continue so serving, no successor shall be appointed to serve in his or her place. No fiduciary hereunder shall be required to furnish bond or other security for the proper performance of his or her duties hereunder, The Trustee(s) hereunder shall serve as guardian(s) of the property of any minor beneficiary hereunder. No individual fiduciary shall be liable for the acts, omissions or defaults of any agent appointed and retained with due care, or of any cO-fiduciary. 1. Durina Settlor's Lifetime. During the lifetime of the Settlor-- (a) The Trust may be revoked by the Settlor by written notice to the Trustee(s), and in case of such revocation, all property then held in the Trust shall be given over to him. The Trust may be altered or amended by agreement between the Settlor and the Trustee(s). (b) The net income of the Trust, if any shall be paid to or for the benefit of the Settlor no less often than quarter- annually, and the principal of the Trust, or any portion thereof, shall be paid as the Settlor, or someone acting legally on his behalf, may demand and without qualification. Even though the Settlor is not adjudicated incompetent, if he is under a legal disability, or because of mental or physical disability he is, in the opinion of the Trustee(s) unable to make reasonable demand for amounts from the principal, the Trustee(s) shall pay for his benefit, or for the benefit of his wife, such amounts from the principal of the Trust as may be necessary to maintain for either of them a standard of living approximately equal to that maintained by either of them during the lifetime of the Settlor, and to meet their expenses arising from ill health or invalidism. r c 2. Allocation of Assets. The primary purpose for the establishment of this Trust is to provide for the Settlor's wife and family after his death. The Settlor anticipates that a major portion of his estate may be administered hereunder as a result of bequests to the Trustee(s) contained in his will. Upon the Settlor's death: (a) If the Settlor's wife survives him, then the Trustee(s) shall establish a Marital Trust hereunder, governed by Section 3 below, by allocation thereto, from the property held hereunder, including property received from the Settlor's estate, an amount, if any, equal to (i) the minimum amount, after taking into account all deductions other than the marital deduction and applying all credits available, which is necessary as the marital deduction to reduce to the lowest possible amount the federal estate tax payable by reason of the Settlor's death, less (ii) the value of all other assets in the Settlor's gross estate which qualify for the marital deduction and which pass or have passed to his said wife under other provisions of this instrument or otherwise. In determining such amount, all assets involved in the calculation shall be valued at final federal estate tax values, but in funding the Marital Trust, date of distribution values shall be used and only assets that qualify for the marital deduction shall be used. The interest of the Settlor's wife in the Marital Trust shall qualify for the marital deduction, and any provisions herein which may appear to conflict with or in any way defeat the Settlor's intention to obtain the marital deduction for the Marital Trust shall be construed or applied to accomplish that intention. The aforegoing provisions of this Subsection to the contrary notwithstanding, the Marital Trust shall not be funded with a value in excess of Four Hundred Thousand Dollars ($400,000.00). (b) The remainder of the property passing hereunder (or, if the Settlor's wife does not survive him, all the property passing hereunder) shall be held as a Non-Marital Trust governed by Section 4 below. 3. Marital Trust. The income and principal of the Marital Trust (if established hereunder) shall be distributed as follows: (a) Income. The Trusteels) shall pay the net income from the Marital Trust to or for the benefit of the Settlor's wife, for her lifetime, in such installments, but not less frequently than quarterly, as the Trustee(s) may determine. - 2 - . , r r (b) Principal, The Trustee(s) shall pay from time to time from the principal of the Marital Trust to or for the benefit of the Settlor's wife: (i) such sums as shall in the discretion of the Trustee(s) seem proper for her support, maintenance, and health care or necessary to permit her to maintain a standard of living approximately equal to that maintained by her during the Settlor's lifetime, taking into account such other sources of income, support and estate that may be available to her, and (ii) principal, that the behalf, may request such sums, including any or all of the Settlor1s wife, or someone acting duly in writing. on her If any unproductive property is held in the Marital Trust at any time, the Settlor's wife shall have the power to require the fiduciary(s) hereunder either to make the property prOductive or to dispose of it and reinvest the proceeds in productive property within a reasonable time. (c) After Wife's Lifetime. Upon the death of the Settlor's wife, all the principal then held in the Marital Trust shall be distributed as she may by her will appoint, making specific reference to this Marital Trust under this Agreement of Trust. Except as expressly stated in the preceding sentence, there shall be no restriction, condition or qualification on, or to the power to make such appointment and the permissible beneficiaries. The power of appointment shall be exercisable by the Settlor's wife alone and in all events, and there shall be no power in any person other than said wife to appoint to any person any part of the property passing under the Marital Trust. To the extent that said wife shall fail to exercise effectively her power of appointment over any part of the property in the Marital Trust, the Trustee(s) shall (except to the extent that the Settlor's wife expressly directs to the contrary in her last will or in a writing delivered to the Trustee(s) during her lifetime) pay from the unapportioned portion of the principal of the Marital Trust: (i) the amount of any additional estate, inheritance or other death taxes imposed on account of the death of the Settlor's wife by reason of her power of appointment over and other rights in the unappointed portion of the principal of the Marital Trust (the amount of each such additional tax to be equal to the excess if any of the tax, including any interest thereon, payable by reason of her death over the amount of such tax which would have been payable if no such tax was payable by - 3 - r r reason of her death with respect to the unappointed principal of the Marital Trust), and (ii) any expenses incurred in the administration of her estate attributed to the determination of such taxes (and the Trustee(s) may accept the written statement of her personal representatives as to the amount of taxes and expenses payable hereunder) , and the remaining balance of the principal held in the Marital Trust at her death shall be added to and considered part of the Non-Marital Trust and shall be administered and distributed under the provisions herein governing the Non-Marital Trust. 4. Non-Marital Trust. The income and principal of the Non-Marital Trust shall be distributed as follows: (a) Income. The net income from the Non-Marital Trust shall be paid at least annually to or for the benefit of any or all of the Settlor's wife and issue in such proportions or amounts as in the discretion of the Trustee(s) seems proper to provide for their support, maintenance, and health care, for the education of the Settlor's issue, and for the maintenance by the Settlor's wife of the standard of living maintained by her during the Settlor's lifetime, taking into account such other sources of income, support and estate that may be available to the beneficiaries. Without intending to create any legal rights, the Settlor states that he would approve distribution of income to those beneficiaries in lower tax brackets, even if that would require invasion of principal for other beneficiaries. No beneficiary of the Non-Marital Trust shall participate as a Co-Trustee in any decision under this Subsection for his or her own benefit. (b) Principal. The Trustee(s) shall from time to time pay such sums from the principal of the Non-Marital Trust to or for the benefit of the Settlor's wife and issue as may in the discretion of the Trustee(s) seem necessary for their support, maintenance and health care, for the maintenance by the Settlor's wife of the standard of living maintained by her during the Settlor's lifetime, and for the education of the Settlor's issue, taking into account such other sources of income, support and estate that may be available to the beneficiary and the needs and resources of all the beneficiaries. Any of the foregoing distributions to or for the benefit of the Settlor's issue shall be based on their needs, rather than on a desire to maintain ' absolute equality of payments among them. The Settlor's first priority for the income and principal of the Non-Marital Trust taken together is the support, maintenance and health care of the - 4 - r r Settlor's wife for life, and the support, maintenance, health care and undergraduate education of each of the settlor's issue until completion of his or her undergraduate education. In determining whether an invasion shall be made for the benefit of the Settlor's wife from the principal of the Marital Trust, or from the principal of the Non-Marital Trust, such invasion shall be made from the Marital Trust as far as practical. No beneficiary of the Non-Marital Trust shall participate as a Co-Trustee in any decision under this Subsection for his or her own benefit. (c) Leaal Sunnort Obliaation. under subsections (a) and (b) above which extent the legal obligation of any person recipient of such payment. (d) Wife's Riahts of withdrawal. In addition to the foregoing, during any calendar year the Settlor's wife shall have the unqualified right in her sole discretion to demand in one or more writings delivered by her to the Trustee(s) that she be paid up to Five Thousand Dollars ($5,000.00) from the principal of the Non-Marital Trust, and in addition, on December 31 of any such calendar year she shall have the unqualified right in her sole discretion to demand in a writing delivered by her to the Trustee(s) that she be paid from the principal of the Non-Marital Trust, an amount equal to five percent (5%) of the aggregate market value of the assets held in the Non-Marital Trust as of such date, minus all amounts distributed to her under this Subsection during such calendar year. The right permitted the Settlor's wife under this subsection may be exercised by her only as herein provided before the end of any given calendar year to which applicable and any amount as to which such right is not exercised for any such calendar year shall lapse and shall not accumulate or carryover to any future calendar year. No payment shall be made would discharge to any for the support of the (e) After wife's Lifetime. upon the death of the survivor of the Settlor and his wife, the Trustee(s) shall distribute the principal remaining in the Trust as follows: (i) To the Settlor's son, Richard -- Twenty-six Thousand Eight Hundred fifty Dollars ($26,850.00) (to equal Thirty One Thousand Fifty Dollars ($31,050.00) heretofore received by the Settlor's son, Ronald), and if Richard is not then living, per stirpes to his issue. (ii) To the Settlor's daughter, Susan Three Thousand Four Hundred Dollars ($3,400.00) (to equal Thirty One Thousand Fifty Dollars ($31,050.00) heretofore received by the - 5 - ~ . , r r Settlor's son, Ronald), and if Susan is not then living, per stirpes to her issue. (iii) Ten Thousand Dollars ($10,000.00) to each of the Settlor's grandchildren who ia then living. (iv) Two Thousand Dollars ($2,000.00) to Teena Fishburn, if she is then living. (v) The balance -- per stirpes to the Settlor's issue, provided, however, that if any such issue is then under the age of twenty-five (25) years, his or her share shall be held for him or her in a separate trust under the terms of Section 5 below. 5. Secarate Trusts. The income and principal of a separate trust in which a share in the Trust is held for a beneficiary pursuant to the terms of Subsection 4(e) above shall be distributed as follows: (a) Income. The income shall be distributed at least quarterly to or for the benefit of the beneficiary. No payment shall be made under this SUbsection which would discharge to any extent the legal obligation of any person for the support of the beneficiary. (b) Princical. The Trustee(s) shall pay from the principal such sums to or for the benefit of any or all of the beneficiary and his or her issue as in the discretion of the Trustee(s) seems proper for their support, maintenance, health care, and education, and such sums to or for the benefit of the beneficiary as in the discretion of the Trustee(s) seems proper to help establish him or her in a business or profession or acquire or furnish a home for him or her, taking into account the other sources of income, support and estate that are available to the distributee, the reasonably anticipated needs and resources of the beneficiary and his or her issue, their income and estate tax brackets, and the desirability of the transaction (if any). No payment shall be made under this Subsection which would discharge to any extent the legal obligation of any person for the support of the distributee. (c) Distribution of Seoarate Trust. (i) When such beneficiary shall have attained the age of twentY-five (25) years, the Trustee(s) shall distribute to him or her at his or her written request the entire balance then held in his or her separate trust. - 6 - , , r c (ii) If such beneficiary should die before making proper request for the entire balance in his or her separate trust, then the entire balance in his or her separate trust shall at his or her death be distributed, outright or in trust, in such sums or proportions as such beneficiary may direct in his or her last will, expressly referring to his or her separate trust hereunder, but only among the Settlor's issue; and to the extent that such beneficiary shall fail to exercise effectively his or her limited power of appointment hereunder, the aforementioned balance in his or her separate trust shall then be distributed per stirpes to his or her issue, or, if no such issue survive him or her, per stirpes to the issue of his or her parent who was a child or more remote descendant of the Settlor, or, if no such issue survive him or her, per stirpes to the issue of his or her grandparent who was a child or more remote descendant of the Settlor or, if no such issue survive him or her, per stirpes to the Settlor's issue, with the share of any of such issue for whom property is then held in or payable to a separate trust under this section being added to such separate trust. (d) Disposition Upon Application of Rule Aqainst Perpetuities. Notwithstanding SUbsection (c) above, if during the lifetime of a person for whom a separate trust under this section was established the interest of such person therein becomes void under the applicable rule against perpetuities, then the balance in such separate trust shall then be distributed outright to such person. 6. Failure of Issue. If ever there is no beneficiary in existence for any amount held hereunder, as hereinbefore provided, one half of such amount shall be distributed per stirpes to the siblings of the Settlor, and the other one half per stirpes to the siblings of the Settlor's wife. 7. Survival Clauses. If the Settlor and his wife should die under such circumstances that it cannot be determined which of them survived, the Settlor's wife shall be deemed t~ have survived him for all purposes hereunder, If any other beneficiary hereunder should die within sixty (60) days after the settlor, or within sixty (60) days after any other person the survival of whom determines his or her rights hereunder, then such beneficiary shall be deemed to have predeceased the Settlor or such other person for all purposes hereunder. 8. Powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be grantee by law, the fiduciaries hereunder shall have the following powers and -7 - , ' r r duties, without the necessity of notice to or consent by any Court: (a) To retain all or any part of the property of the settlor, real or personal, in the form in which it may be held at the time of its receipt, including any closely held business in which the Settlor has an interest and any stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a character authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limitation, bonds, preferred stocks, common stocks, and other securities of domestic or foreign corporations or investment trusts, mortgages or mortgage participations, and common trust funds, even though such property would not be considered appropriate or legal for a fiduciary apart from this provision. (c) To sell, convey, exchange, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at any time held by them, with or without order of court at their option, at public or private sale or otherwise, for cash or other consideration or for such credit terms as they think proper, and upon such terms and for such prices as they may determine, and to convey such property free of all trusts. (d) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, and to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms or corporations as they may deem advisable. (f) To renew or extend the time for payment of any obligation, secured or unsecured, payable to or by them, for as long a period of time and on such terms, as they may determine, and to adjust, settle and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in cash and partly in kind. - 8 - r r (h) To hold, manage, and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any such property for such term or terms, and upon such conditions and rentals as they may deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the probable period of retention under this instrument; to make repairs, replacements and improvements, structural and otherwise, in connection with any such property, to abandon any such property which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. (i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate to them such duties, rights and powers as they may determine, and for such periods as they think fit. (j) To register any securities at any time in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered. (k) With respect to any securities held hereunder, to vote upon any proposition or election at any meeting of the person or entity issuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any such securities with any committee, depository, trustee or otherwise, and to payout of the trust created herein, any fees, expenses, and assessments incurred in connection therewith; to exercise conversion, sUbscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of conversion, subscription or other rights and generally to take all action with respect to any such securities as could be taken by the absolute owner thereof. (1) To engage in sales, leases, loans, and other transactions with the estate of the Settlor, the estate of his wife, or any trust established by either of them, even if they are also fiduciaries or beneficiaries thereof. (m) To make all necessary proofs of death under the insurance policies of which they are the beneficiary, to execute any receipts for the proceeds and to institute any action to collect said proceeds and to make adjustments of any claim thereunder, provided, however, that they need not institute any - 9 - r r action unless they shall have been indemnified against all expenses and liabilities to which they may become subject as a result thereof. If, however, they desire to institute such action without indemnification, they are hereby authorized to be reimbursed for all expenses and liabilities incurred as a result thereof from any amounts which may be held in trust hereunder then or thereafter. (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limited or general partnership, corporation, association, tenancy in common, condominium, or any other, whether or not they have restricted or no management rights, as they in their discretion think best. 9. Spendthrift Clause. No interest (whether in income or principal, whether or not a remainder interest, and whether vested or contingent) of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his or her said interest, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of the fiduciaries for any liability of such beneficiary, whether such liability arises from his debts, contracts, torts, or other engagements of any type. 10. Facilitv of Pavments for Minors or Incompetents. Any amounts which are payable or distributable hereunder to a minor or incompetent may, at the discretion of the fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent, to the person with whom such minor or incompetent resides, or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. 11. Taxes. Estate, inheritance and succession taxes that may have been assessed in consequence of the Settlor's death, of whatever nature and by whatever jurisdiction imposed, whether or not on account of property passing hereunder, may on request of the Settlor's personal representatives and consent of the Trustee(s) be paid out of the principal of the Non-Marital Trust hereunder, as if said taxes were expenses of administration thereof, and all property passing to the Marital Share hereunder shall be free and clear thereof, provided, however, that no such taxes shall be paid out of assets that are not includable in the federal gross estate of the Settlor. 12. Gender and Plurality. Unless the context indicates otherwise, any use of either gender herein shall also include the - 10 - r r: other gender, and the singular shall include the plural, and ~ verS8. 13. Law Governinq. interpreted in accordance Pennsylvania. This Trust shall be administered and with the laws of the Commonwealth of IN WITNESS WHEREOF, hereunto set their hands above. the Settlor and the Trustee(e) have and seals on the date first mentioned WITNESS: SETTLOR: ~ l0iI~rD~ 6 ,,-(J /~ qk~ (SEAL) HERBERT J. r6'l'ORBECK .c....,v< WITNESS: Ca~~ ~, +(~,. I~-t TRUSTEE: /W~. ~&C~n A I" ~EAL) HERBERT /ISTORBECK ~.J Co' - 11 - r r SCHEDULE A One Dollar ($1.00) - Attached below ...-...-.-....'-" ...---... .-...-..-.,.- I, the undersigned HERBERT J. STORBECK, this 22nd day of February , 1994, do hereby acknowledge that in my capacity as Settlor of the accompanying Estate Plan Agreement of Trust I have paid to myself as Trustee thereof One Dollar ($1.00) in cash, such payment representing the initial funding of such Trust. ,~ ~. ~<....... ()C..cCJ1~_~"'/'" HERBERT J. ORBECK ,- - 12 - " , . , . c. c . . COMMONWEALTH OF PENNSYLVANIA COUNTY OF ))/t....PJ-/IN SSI on this, the C>lanol day of Febr()..(A./'"!d., 1994, before me, a Notary pUblio, the undersigned offioer, pe~sonally appeared HERBERT J. STORBECK, known to me (or satisfaotorily proven) to be the person whose name is subscribed to the within Agreement of Trust, who aoknowledged to me that he exeouted the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. \ Nt>'.1IlaISe31 Kall1ynJ,Pt1\llt,= _~,Da in MyConV11lEOO1~Jan. 1996 I ....)+N -13 - ~v.~.__~__"..._."._~.,..,_~...._.......~..._._,,_"._,. . ""..'.."...;__.....r".'..'z,"' ',.,...'-~,..~C".....~'."'';,_...,f:.i '<T" DOROTHY E STORBECK ~40 BRENTWATER ROAD CAMP HILL. PA 17011 101 ..~ 14 J.. ..., ~_ .... .'. h. ._ . , , --t COMMONWEAl.T1t OF PENNSYl.VANIA DEPARIMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT28<lSOI UAnRISBURG, PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT '*' NO, AA 2 4 2365 REV.II02 "111'0" RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT rOlDIl[A( i I FClUJ HERE -1 ESTATE INFORMATION: FIl.E NUMBER 21-1994-0870 BSN 098-01-0014 NAME OF DECEDENT (LAST! (FlnST! STORBECK H~R8ERT J DATE OF PAYMENT (MI) POSTMARK OATE 10/20/1997 COUNTY --CUMBERLAND DATE OF DEAnt TOTAL AMOUNT PAID S5.14 SEALCHECKII 430 . ,~ RECEIVED BY ,1/, ( . . ."_ " MARY C. / " WI S ~/t';j( /t-;a-1f:2. REGISTER OF WILLS ~ DO REMARKS DOROTHY E STORBECK REGISTER OF WILLS ~____~ _.,...___.~.__ __ _____~__ __~.:___ ,_._____~_----.------l-- ______--;-__~...::==:_ , " ",,' ,^ . I . r: .._- . ..,.......,.....,.-- '. . .~ '" - .._--" . ~--- ,- .- ~:;~-"":_"'.--""~d V\,.. 4J/'~l ,,-' t..... J . ' , "".':;'-': .; -I .... _..... ..... _ '. f:,\ 1 . f:..-~:-------------------- ----- - -. --- --. -------------~---- I!Ld 7 &-L /.;}/ 1';).1? ~. 02 ..' AA OS. 2338 COMMONWEALTH OF PENNSYLVANIA ~~ NO. DIPARTMINT Of REVINUI · Jl: 1'"."" "1"'1 OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ' " . RECEIVED FROM: i ACN ASSESSMENT P:I CONTROL ... NUMBER AMOUNT JOHN S KOSTUKOVICH CPA 3607 ROSEMONT AVENUE SUITE 401 CAMP HILL, PA 17011 lv1 .o't.uc _'OI.DHIII 'OI.DHUf ESTATE INfORMATION, t:'I filE N MBER "" e 1-1994-0870 E1 NAME Of DECEDENT IIAST) STORBECK HERBERT J II DATE Of PAYMENT m POSTMAR E COUNTY SSN 098-01-0014 (fiRST) (MI) REMARKS m TOTAL AMOUNT PAID , I I I I I I .~4.06 i CW I RECEIVEDBy'97~I1s1<:iJ'J,{t':~.,.:JH./ _ : " (J 4))t~v/I/~ I MARV C. LEWIS . ~ I REGISTER OF WILLS '. CUMBERLAND DATE Of DEATH SEAL DOROTHY E STORBOCK CIO JOHN 6 KOSTUKOVJCH CPA CHECK" 792 REGISTER OF WILLS M~-----------------------~---------------~~-~-~-~- ",. ,- . I .. . . .. .... -- .---- _:;__~~""'.--",,",_.HI~_ 4i"T'.. .f.;~..: \, ~' _.. - ~~..' -. '- . . - [~-----~-------------------------- RECEIVED FROM, a ACN ASSESSMENT P:'I CONTROl ~ NUMBER AMOUNT LEFEVER, RrCHARD R. P. O. BOX 1166 101 $5,1:30.00 HARRISBURG PA 17108 ESTATE INFORMATION, MBER I I , I I I I I I I I I I I I I I , -----------------------------,-~.---:--- m EJ II m 21-1994-0870 SSN 098-01-0014 MI M M o TY CUMBERLAND H REMARKS m TOTAL AMOUNT PAID $5. 130~QO REGISTER OF WILLS MARY C. I.E REGISTER OF DOROTHY E. STORBECK SEAL CHECK# ~07 r.'l~ ' .~ , f .' . ' ( , ----' . -::~'---."7...~-d... 41"1!(<.~r ..,\0.-0.., , . iL/ --,:}q{).. 7 ~, '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU Of INDIVIDUAL TAXES INHERITANCE 'AX DIVISION DO'" UD'Ol HARRISBURG, Pi 17121-0'01 ..'.Itllll ,,, m.tU JOHN S KOSTUKOVICH STE 401 3607 ROSEMONT AVE CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-10-97 STORBECK 09-09-94 21 94-0870 CUMBERLAND 101 HERBERT J A_aunt R..itt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTEI To inaure proper cradlt to your account, aub.it the upper portJon of this for. with your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v=iliiij-ix-AFP-Co:i=m-------ii.ii-iiiH€iii"fA'NCE"i'ilx-ii'i,'jiiEHEIWiiF-il'ifcciuiiiuiiiii-------------m----- ESTATE OF STORBECK HERBERT J FILE NO.21 94-0870 ACN 101 DATE 11-10-97 THIS STATEHENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY Of '(HE PRINCIPAL TAX DUE, APPLICATION DF AtL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 10-06-97 PRINCIPAL TAX DUE.. 4,866.83 PAYMENTS (TAX CREDITS). PAYMENT DATE 12-07-94 11-20-95 10-20-97 RECEIPT NUMBER MM913266 AA082338 AA242365 DISCOUNT (+) INTEREST/PEN PAID (-) 240.64 2.19- .38- 4,572.13 54.06 5.14 AMOUNT PAID ,....."'- .J" . ," TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 4,869.40 2.57CR .00 2.57CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE fOR CALCULATION OF ADDITIONAL INTEREST. If TDTAt DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED, If TOTAL DUE IS RF.FLECTEO AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS fORH FOR INSTRUCTIONS. PAYJEHTI Detach tM tDP portion Df this Motlca and .....It with your parl."t .ad. payabla tD tM nu. and Reir... prlnbd on tM rav.r.. Ildl. If RtllDENT DECEDENT a.. check or aonn' order pnlb" tOI REGISTER OF WILLS, AGENT. If NON-REtiIDEHT DECEDENT a.a ch.ck 0" lon.y ord.r paYMl" tOI COHHONWEALTH OF PENNSYLVANIA. REFUHD (CRJI A r.fund of . t.. crldlt, which w.. not ,..qu..t.d on the Ta. Raturn, .ay b. r.qu..t'd by coapl.tlng an "Application '0" R.fund of Pann.ylvanla Inherltanc. and E.tat. Ta." (REY-1S1S)1 Application. arl Ivalllbla at thl Off lea of the Ragl.t.r of Will., any of the 2S R.vanua DI.trlct Dfflc.. 0,. f,.ol the napartaant'l 24-hou,. an....,.lng ..rvlc. ~.,.. fa,. for.. ord.rlngl In P.nn.ylvanl. 1-IOO-"Z-2050, out.ld. Penn.ylvanl. and within local H.rrl.burg ar.. (717) 717-1094, TOO' r717J 772-2252 CH..rlng 1.,.lr.d onlyJ. REPLY TDI Qu..tlon. r.g.rdlng .,.,.ort contaln.d on thl. notlc. thould b. .ddr....d tal PA D.p.rtlant of R'v,nu., Bur.au of Individual T...., ATTNI Po.t A.......nt R.vIIN Unit, D.pt. 210'01, H.r,.l.burg, PA 11121-0'01, phone Cl11J 117-6505. DISCOUNT I If any t.. dua I. p.ld within thr.. CSl caland.r lontha .ft.,. tha d.c.d.nt'. d.ath, . flv. p.rc.nt C5X) dl.count of thl t~. paid I. .llowed. PENALTY I ThI 15X ta. .-n..tv non-partlclp.tlon p.nalty I. coaput.d on th. tot.l of the ta. and Int.r..t .......d, and not paid b.for. Janu.ry II, 1996, th. first day aftlr the and of thl ta. a.,..ty period. INTEREST I Intarllt II ch.rgld bag Inning with first day of d.lInquencv, or nlna C9J aanth. and one (1) day frCHI the data of d..th, to the d.t. 0' payelntl Ta.a. which blc..a d.llnquant b,'or. January 1, 19.2 baar Intar..t at thl r.ta 0' .IM C'X) parcant pa,. annua calculatad at . dally ,.ata of .0001'4. All ta... which b.c... d.llnquent on and .,t.r Janua,.y 1, 19.2 will b.a,. Intara.t at . rata which will va,.y frOl cal.nd.,. va.r to c.lend.r v.ar with thlt rat. announcad by thl PA D.p.rt.~t of R.v,nu.. Th. ,ppllcabl. Int.r..t rata. 'or 1'.2 through 1997 aral y..,. Intlrllt Rata D.lly Inbrllt F.ctor Yaar Intara.t A.ta Dally lnt.rllt Factor 1912 ..X .DaD"1 19.7 'X .Dau", 1915 lOX .aDDO. 1911-1991 llX .000501 1914 IIX .0DDSOl 1992 'X .000247 1915 UX .00015' 1993-1994 7X .0110192 1916 lOX .0110274 1995-1997 .X .OODZU nlnt.rllt I_ c.lcul.tad .. folloNII INTEREST . BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv Notlc. I..ued .'ta,. the t.. b.co... d.llnqu.nt will ,..,lact an Int.r..t c.lcul.tlon to ,I't.an (15) d'YI b.rond tha d.t. of the ........nt. If p.v..nt 1. a.d. aft.,. the Int.r..t co.,ut.tlan data ahown an the Notlc., .ddltlon.l Intara.t au.t b. c.lcul.t.d. . III )l/(j- 7 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX RECORD ADJUSTHENT , BUREAU OF INDIVIDUAL TAKES INHERITANCE rAK DIVISION DEPr, ZIG60l tlAARlSIlURQ, PA 171U.0601 JOHN S KOSTUKOVICH STE 401 3607 ROSEMONT AVE CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN (L-- 10-02-97 STORBECK 09-09-94 21 94-0870 CUMBERLAND 101 Amount Renltbd ~)."t<..) , . ll\ ., ....1191111""1.'" HERBERT J HAKE CHECK PAYABLE AND REHIT PAYHENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTEI To In.u~. proper cradit to your account, subll'llt the upper portion of this form with your taM paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RFCORDS ~ R-Ev:isiij-Eif-AFP--ioi-:9;j------iiM-iN'HERI-fANC-€-rili-RifcORO--Auj-usrii€Nr--i.----------------------------- ESTATE OF STORBECK HERBERT J FILE NO, 21 94-0870 ADJUSTHENT BASED ON. ADMINISTRATIVE CORRECTION VALUE OF ESTATE I 1. R..I Eat.t. (Schedule A) (1) 2. stocks end Bonda (Schedule 8) (2) 3. Clos.ly Hald stock/Partnership Inter..t (SChedule C) (5) 4. Hortg.gel/Not.. Receivable (Schedule D) (4) 51 Ca.h/Oank Deposita/Hllc. Parlonal Property ISchedule E) (5J 6. Jointly Owned Property (Schedule F) (6) 7. Transfara (Schedule OJ (7) 8. Tot.1 A..at. DEDUCTIONS AIID EXEHPTIONS I 9. funaral E~pansa./Adaini.tr.tive Co.t.1 Hiscallanaous E~p.nsa. (Schadula H) (9) 10. Dabts/Hortgag. Li.bilitias/Lian. (Schadula I) (10) 11. Total Deduction. 12, Nat Valua of Ta~ Raturn 13. Charitabla/Governaantal Baqua.t. (Schadula J) 14, Nat Value of e.t.ta Subjeot to Ta~ TAXI 151 AMount of 16. Anount of 17. Anount of 18. Principal TAX CREDITS: PAYHENT DATE 12-07-94 11-20-95 Lina 14 at Spou.al r.ta Lina 14 ta~abla .t Lin..l/Cl... A rat. Lin. 14 t.~abl. at Coll.teral/Cl... 8 rat. Tax Dua liS, lib) 117) RECEIPT NUHBER MM913266 AA082338 DISCDUNT C.) INTEREST/PEN PAID (-I 240.64 2.19- ACN 101 .00 9,685.12 .00 ,00 102,438,85 ,00 91,524,77 (8) 7,928.66 403,00 llII 1121 (U) (14) 162 ,227,62 x. 03' ,OOX.06- ,OOX.15- (18) AHOUNT PAID 4,572.13 54.06 INTEREST IS CHARGED THROUGH 10-17-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 10-02-97 203,648,74 8.331.66 195,317.08 ,00 195,317,08 4,866,83 ,00 .00 4.866,83 4 864,64 2.19 .38 2,57 . IF PAID AFTER DATE INDICATED. SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. FDR CALCULATION OF ADDITIONAL INTEREST. IF TOrAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF TNIS FORH FOR INSTRUCTIONS,) " ... '~ PAVItENT I Datach tha top portion of thla Notlca and aubalt wlth vour pay.ant ..da PlYlbla to tha n... and addraa. prlntad on tha ravlr.a ,Ida. -- Hlka chack or .onay ordar pavlbl. tal REGISTER OF WILLS, AGENT I RErUND (eR) I A ra'und of a ta. cradlt, which w., not raqua.tad on thl Ta. Raturn, .av bl raqua.t.d bv coaplatlng an "Application 'or Rafund of pann.vlvanl. Inhlrltancl and E.tlt. TI." (REV-ISIS). Application. .r. .vall.bla .t tha OfficIo' thl R.glat.r 0' Will., any of the 21 R.v.nua DI.trlct a"lc.a or 'rot the O.p.rt..nt'a Z4.hour an.w.rln, ..rvlc. nuab.r. for 'or.. ord.rlngl In P.nn.vlvanl. 1-100-36Z-20SO, out, Ida p.nn.vlvanla and within local H.rrlsburg ar.. (111) 711-10'4, TOOl (111) llZ-22S2 (H..rlng I.palr.d onlv). REPLY TO, Du..tlon. r.g.rdlng .rrors contalnld on this notlc. .hould b. .ddr....d tal PA D.p.rt..nt 0' R.v.nut, Burlau 0' Indlvldu.1 T...., ATTNI Po.t A.......nt Ravlaw Unit, D.pt. 210601, H.rrl.burg, PA l1IZI-0601, Phona (111) 111-6505. DISCOUHTI I' anv t.. due I. paid within thr.. (Sl c.l.nd.r .onth. .,tar thl d.c.d.nt'. d..th, . flv. p.rc.nt (SX) dl.count 0' thl t.. p.ld I. ,llow.d. PENAL TV I Th. ISX t.x .an..tv non-p.rtlclp.tlon p.n.ltv I. co.put.d on the tot'l 0' tha t.. and Int.r..t .......d, and not paid b.for' J.nuary .1, 1'96, thl flr.t d.v .ft.r the .nd 0' the t.. ,,"..tv p.rlod. IHTEREST I 1nt.r..t I, charg.d bag Inning with 'Ir.t dav 0' d.llnqu.ncv or nln. (9) tonth. and on. (I) d.v 'rot the data 0' d.ath to the dlt. 0' p.y'.nt. T.... which baca., d.llnqu.nt b,'or. J.nulrv I, 191Z b..r Int.r..t .t the rlt. of .1. (6X) p.re.nt p.r ennuI calcul.t.d at a d.llv rat. of ,000164. All t.... which b.ca.. d.llnqu.nt on .nd .,t.r January I, 191Z will b..r Int.r..t .t a rata ~hlch will v.rv 'rD. cal.ndar v..r to c.land.r y.ar with th.t r.tl announc.d bv the PA Dap.rt..nt of R.v.nuI. Thl appllc.bl. Int.ra.t rata. 'or 1912 through 1997 ar.t V.ar 1nt.rut A.tl Oallv Int.r..t Factor Vllr Int.ra.t Rat. 0.11y Int.r..t Flctor 1912 20X .OOOSU 1911 'X .0D021ft1 I'IS lOX .00001 1'11-1991 IIX .00OSOI 191" IIX .000Sol 1992 'X .00021ft1 1'15 UX .00OSS6 1995-1994 7X .000192 1916 \OX .000274 1995-1'91 OX .000241 --Int.r..t I. c.lculat.d a. 'ollow" INTEREST . BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv Hotlro. I..u.d a,t.r the t.. blco", d.llnquent will r.,l.ct .n Int.r..t c.lcul.tlon to ,I,t,an CIS) d.V' b'Vond tha d.t. 0' the ........nt. If p.v..nt I, ..oa aft.r the Int.r..t co.putatlon d.t, .hown on t~ Hotlc., .ddltlon.1 Int.r..t .u.t bl c.lculat.d. . ,'.. MV.uro IX lWIl '*' INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA OEPARTh1ENT OF REVENUE BUREAU OF INOMDUAL TAXES OEPT.280<101 71 8.0<101 R DECEDENrS NAME Herbert J. Storbeck Shawn Young FltE NUMBER REVIEWED BY ACN 2194-0870 101 SCHEDULE ITEM NO, H EXPLANATION OF CHANGES Reduced from $3, 600 to $1,698 In accordance with the Information submitted oon the supplemental return, B-1 .0./.,.01' , J.. ~(A r JI I ()) I -----~..--- -~---^ --_...--- ,____._._ '"': w____...- ---~~--- ROW Page 1 -.,'J' t; It 'l" -.~ l' '- " ~ --, ; I, ~ - .'_'" ~Hm:~ft~"~~"~V .",_~""------'"1r"-' . . '1_ .71/0 '1 {> ;?&'* lU-IIU ""'111"" HERBERT J , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAMES IHHERlTAHCE TAlC DIVISION DEPT. 260601 HARRlSaURG, PA 111Z&.0601 NOTICE OF INHERITANCE TAM APPRAISEHENT, AtLOWANCE OR DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v:iii4"'7"EX-jiFji-ni:i:9;Y"iiiificni'F"YNHEiiiTANCE-i'-AX-iiPPRiiisEHEii'r,--,U.i.-ciwANcE-oli----------------- DISALLDWANCE OF DEDUCTIONS AND ASSESSMFNT OF TAX HERBEllT J FILE NO. 21 94-oBlo ACN 101 DATE TAX RETURN WAS' ( I ACCEPTED AS FILED C XI CHANGED SEE ATTACHED APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funeral E~p.n.../Adn. Coata/Hi.c. Expans.. (Schedule H) (9) 10. Debta/Hortg.ga Liabiliti../Llana (Schedule Xl l10) .00 11. Total Deduction. ell) 12. Nat Value of Tax R.turn (12) 13. Chari tabla/Governmental Bequ..t. (Schedule J) (13) 141 Nat Value of Eatat. Subject to Ta. (14) NOTEI If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAXI 15. A.ount of Line 14 .t ~pou..l r.t. t151-2,!1~!!,:,!~ II .03, 16. Allount of LIna 14 taxabl. at Lin..l/Cl... A rat. (16) .00 )( 106. 17. AltOunt of Lin. 14 t.xabl. at Coll.t.rallCla.. Brat. (17) 100 )( .1511 18. Principal Tax Due (18) JOHN S KOSTUKoVICH STE 401 3607 ROSEMONT AVE CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-13-97 STORBECK 09-09-94 21 94-oB7o CUMBERLAND 101 AMount Re..Ht.d ESTATE OF STORBECK RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 11 R..l E.tat. (Sch.dule A) (1) 2. stock.,and Bond. (Sch.dul. B) (2) 3, Clo.elY H.ld stock/Partnership Inter.st ISch.dul. C) (3) 4. Hortg.g../Hota. Recaivabl. ISchedule D) (4) 5. Cash/Bank D.polit./Hisc. P.rsonal Property ISchedul. E) (5) 6. JointlY O"ned Property (Schedule f) (6) 7. Transfar. ISchedule 0) (7) 8. Total AIs.t. .00 .00 ,DO .00 .00 ,DO .00 leI .00 TAX CREDITS I PAYHENT DATE 12-07-94 11-20-95 DISCOUNT I +l INTEREST/PEN PAID I-I 240,64 2.19- AHOUNT PAID 4,572.13 54.06 RECEIPT NUHBER MM913266 AA08233B INTEREST IS CHARGED THROUGH 10-28-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS F.oRM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 10-13-97 NOTICE HOTEt To in.ure proper credit to your account, subMit the upper portion of this forM with your tax paYM.nt. .00 nn .00 .00 195,317.08 4,866.83 ,00 .00 4,866.83 4,864.64 2.19 .38 2.57 . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION OF ADDIlIONAL INTEREST. IF TDTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE DF THIS FOR" FDR INSTRUCTIONS. I # , '\ RESERVATION. E,'at.. of dao~t. dVlng on or b,'ar. Dec.-ber 12, I'll .. I' ~y lutur. Int.r..t In the ....t. I, tr~,'.rr~ In po.....lon or enJow-ent to el... I (col11'.ral) blnefloll'... 0' the dec~ent .,t., the .~Ir.tlon of ~v I.t.t. for II'. or far v..r., the c~.lth her~V Ixpr..,ly r...rv.. the right to ~r.l.. ~ ...... 'r.nl'.r Inherlt~. 'IX" at tM lllWful Cl... . (colla'.rlll) nt. on MV .uch lutur. In......'" , , PIlRl'OU Of' HOlletl To lulf111 thl ,.qulr..ent. of Seotlon 2140 0' thl Inherlt~. ~ E,t,t, ,.. Aot, Act 11 of 1'95. (72 P.I. lectlon '140). PAYttEHTI DliKh the top portion of thh Hotle. and ,ubIIlt with your PIYHf\t to the Rqh'ar of Wllh printed on the revar.. .Ide. ..H.... check or ItOMV ordu Plv.tJla tOI REOIBTER OF MILLS, AGENT REFtICD (CA)I A r.'.-d of . tl. cr.dlt, whld1 .... not requested on tM ,.. Raturn, "V btI requ....d bv CCHlP1IUntI .., otAPfllIclUon for R,fund of Plnnlylv.nl. Inherlt~. ~ E.t.t. T.." (REY-l'l'). Appllc.tlon. .ra .v.ll~la .t the Dfflc. of tha R.gl.t.r of Will., any of thl 25 R.v,nu. Dl.trlct Dfflc.., or by c.lllng tha .pacl.l Z4-hour an.werlng ..rvlca nuaber. far far.. ard.rlng. In penn.ylvanla 1-laO-S6Z-laSa, aut.ld. Pann.ylvanl. and within local H.rrl.burg .r.. (717) 717-1094, TDDI (711) 17Z-ZIS1 (KI.rln, 1.,.lrad Dnly). i OBJECTIONS I Any p.rty In lnt.r..t not ..tl.fl.d with the .,pral..sent, .llaw~' or dl..llow~' of deduction., or .......-nt of t.. (lncludlng dl.count or Int.r..t) .. .hown on thl. Notlc. au.t object wlthln .I.ty (60) dlY' of rec.lpt af this Hotic. by. --written prab.t to the PA D,plrta."t of R.v......., la.rd of App...., Dept. zalOn, HIIrrhburg, PA 17111-lOU, OR ".Iaction .ta h.v. the ..tt.r dltaralhed .t -Wit of the .ccount of the p.nanal rapr..."t.Uv., OR -.~.I to the Orph.".' Court. ADMIN ISTRATlYE CORRECTIONS I PENALTY. F.ctu.l .rrar. dl.cav.r.d on thl. .......ant ~ld b. addr...ad In writing tal PA Depart.."t of R.v~, lur.au of Indlvldual T...., ATTNI pa.t A.......nt R.vlaw Unit, Dept. r10601, ~rrl.burg, PA 17121-0601 Phone (717) 717-6505. S.. p.gl S of the baakl.t "In.tructlon. far Inh.rltanc. Ta. R.turn for a RI.ld.nt D.c.d.nt" (REY-1S01) far an ..pl~tlon of adalnl.tratlv.lY carractabl. .rror.. If any ta. dua I. paid within thr.. (5) c.lend.r .ontha .ft.r the d.c.dant'. ~Ith, . flv. parc."t (SX) dl.count of the t.. p.ld .. allowed. The 15X t.. a.ne.ty non.p.rtlclpatlon penalty I. c~tad on the tat.l of the t.. and lnt.r..t ......ad, and not paid b.far. J.nu.ry II, 1"6, the flr.t d.y aft.r the and of the t.. a.ne.tv parlod. fhl. non-p.rtlclp.tlon panalty I. app.alabla In tha .... .anntr and In the the .... tl.. parlad .1 you would appa.l thl t.. ~ Int.r..t thet h.1 ba." ......ad .1 Indlclt.d an thll notlcl, DISCCUlT. INTEREST. Int.r.lt II charged baolnnlng with flr.t dlY of delinquency, or nine (,) ~th. ~ ana (1) dlY fr~ the data of ~.th, to the chit. of P'YMf'Itl Ta"l which bec_ delinquent bafarl January 1, l,aZ bear Inter..t It the r.t. of I" C6:C) ptIrcent ptIr ...... c.lculatllCl .t a dally r.t. of .000164. AU t.nl whlch bac... daUnquant on and after Janu.ry 1, l,al will b..r Intlr..t .t . rat. which wlll vary fral calendar ya.r to c.land.r ya.r with th.t rat. ~ad by the Pi c.p.rt...,t of Ravenua. ThI 8PPllc.tJla Int.r..t rat.. far 19lZ through 1991 .r., t!!! Int.ra.t Rata D.llv tntar..t Factor :!!!r Int.,...t R.ta D.llv tnt.r..t Factor 1912 'OX .000in 1911 'X .000241 1915 lOX .OOOUI 1911-1"1 llX .000501 1'14 llX 1000301 I"' OX .000247 19l5 lJX .000356 199'-1994 n .00019Z 1.16 lOX .OOU14 1995-1991 'X .000241 ulnt.rllt 1. c.lculat~ " followlI f, INTEREST. BALANCE OF TAX UNPAID X NUHBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR --Any Hatlc. ll.uad .ft.r \hi tax bacoaal 6ellnquant will r.flect an lnt.r..t calcul_tion to fifteen CIS) daYI bIIyand the chit. of the ........"t. If pspent .. _adI aft.r thl lntara.t cu.put.Uon dab IhcM'l on \hi HoUca, addl tlDIWI .Int.rllt ....t ba calcul.ted. 'L~. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280001 HARRISBURG A 17128.0601 DECEDENrS NAME FILE NUMBER 2194.0870 101 . . RlV-too D {l-UI *' INHERITANCE TAX EXPLANATION OF CHANGES Herbert J. Storbeck REVIEWED BY ACN Shawn Young SCHEDULE ITEM NO, EXPLANATION OF CHANGES This notice is issued in response to the Supplemental Inheritance Tax Return filed with the Cumberland County Register of Wills' Office on November 21, 1995. Please be advised that as all items reported on this return have been previously reported and assessed by this Department on the original return, The information on this return will be reviewed by the Post Assessment Review Unit for possible administrative correction to the Notice of Appraisement, Allowance or Disallowance of Debts and Deductions and Assessment of Tax issued on December II, 1995. That unit will contact you in the near future concerning the outcome of their reviews, However, any objections you may huve to this assessment should be fonnully uddressed in writing to the Post Assessment Review Unit, Pleuse note that this notice is issued for dministrative purposes only and docs not reopen the referenced assessment to appeul as provided by Section 9186 of the Pennsylvania Inheritance and Estate Tux Act of 1995. FILE Page 1 ">, 'oi ,-"." '1" " :. ~.. "", ,.ii_ " ,,;'- ....J' . 1I[V-noo IX .1"'41 S C-M .. ULU .aa IJ~" L . . a " ~ L ~ U . . .. '1 )9 -01.</0 - '7 A""t.N~~ -', I INHERIT ANCE TAX RETURN 10MMO"I"" or "'Nsn""A RESIDENT DECEDENT ",.,,"'... or OI"NII' ero BE FILED IN DUPLICATE DfP1.210101 """"Ull~ ,. 11Il1.0'01 WITH REGISTER OF WILLS OlClO(HT'S '''''dl UST, lUlU, '''0 MIOClf l"ITIAl! storbeck Herbert J. SOClAlIlCUllm HUMBIR 'OR CArli Of OIAfM AfflR If" SPOUSAL rDYlRTT CRfDIT IS CUIUID flU HUU.III UUI/II CHECI HUE 1994 0870 'UR HUMBER o em,inder Return Ifor d.... of de"" prior 10 12.n-821 5. Federll Enlt. Tu Return Required SIGNATURE Of P[RSDH IIUrOlfSlBU '0" fliNG II(TURN Ii U 11 a 21 coum coot OlClOEh'l"S COMPUTE AOOIIUS 540 8rentwater Road DATI Of BIRTH Camp Hillr PA 17011 08-02-1916 I..'l'( CUmberland SOCiAl stCURITl NUMBER AMOUNT ItlUlVfO ISlE IHSTllutllOHSI DAlfDIOUTH 098-01-0014 09-09-94 U, "Pf\ICAIlQ SURVIVIHC SPOUU'I NAMI lAST, flllST AHO "'IOtlf INITIAl) x 8. Total Number of SIf. Deposit Boxes ADDllfSS See Schedule Attached ADDRfSl II"'ATUftl DI PIUP,lftlft ann TKAH II(PIIUIHTAYIV( 1. Origin.' RelUfn Ii U a . a L o 4. limited Est,l. [!] 41. Future Interest Compromise Ifor d..e. of d.11l1 After 12-12-821 [jJ 6. Decedent Died Testrte D 7. Decedent Maint,lned a living Trust nach co of Will) (AnKh co of Trusd All. CORRI:SPONOENCE AND CONADmTlAlTAX INfORMATION SHOUlO BI: DIRECTED TO: HAM( COMPUTE MAILING "OOIlUS John S. Kostukovich CPA 3607 Rosemont Avenue, Suite 401 TnIPHDN' fl\lMS" Camp Hill, PA 17011 . a " . ~ L . U U K I 717 I 730-0820 1. R"I El1Ite (Schedule AI 2. Slock. .,d Bond. (Sch.dule BI 3, Closely Held SlocktPmership Interest (Sdl.dul. CI 4. MongJgII ~d Notes Receivable (Schedule 0) 5. c,m, Bd Deposits & MisceU...eous PersonAl Property (Sdledule EI 6. Jointly Owned Prop.rly (Schedule FI 7. Tr",'e" (Sch.dul. GI(Schedule LI 8, TotAl liro.. As.elS Iloul lines 1-71 9. Fl.I1IrAl E.xpenus, Adminlstntive Costs, Mscellrleous Expen.e. (Schedule HI 10. OeblS. Mort9ege liabilities, Liens (Schedule II 11, Toul OAductions Itoul Lin.. 9 '" 101 12. N.t V~ue 0' El1Ite ~ine 8 minus Line 111 13. Ch.itlbl. Ind Govermental Bequests (Schedule J) 14. Net V.lue Sub eet to Tu (tine 12 minus Line 13 15, Spous~ Tr.,st... If or dIl.. 0' de"" Alter 6'30-941 See Instructions for ~plicable Perc.ntlge on Revers. Side. Onclude values from Schedule K or Schedule M) 193 .515.08 x,030 203.648.74 I 11 I 21 I 31 I 41 I 51 9,685.12 102.438.85 10.133.66 193.515.08 3 5 5. 8 5,805.45 5,805.45 5.400.00 405.45 405.45 ~~BeSURI:,TO ANSWER AUOUI:STIONS QN,REVEllSESIDE1 AND TO RECHECK MATH~;c ',', ' lII"r P'uJU" ., '''I.." I '.el." III.. I .... "I_III' 11111 "II.... Iflelo'lao tcUIllPlllylllO uh'ul.. Ill' '1'''lIIlnh. U, I. III. hu at .... klt_I.llIa' 11111I b.U." II II II", CD".el ... COIII,ltlt. I ..cllI. 011 .11 1111 "1.10 "" bill lip."" .t III' .llIthl ur... O.d".II.. ., pIlP"" tlllOf 1111. lilt p1f101l11 flplOUIII.rh. Is bud o. .11 hllOlm,UOII ., wlllell ,..par'f II.. uy h..lffg.. 4W41U 2.000 I 51 171 91.524. 77 9,730.66 403.00 I 81 I 91 1101 1111 1121 1131 14 1151 15, AmOlJllt 0' Line 14 Imbie Of 5'/, r..e 1151 x ,05' Onclude v.lues from Schedule K or Schedule MI 17, Amount 0' Line 14 'mbl. Of 15% role 1171 x ,15' Onclude v.lu.s from Schedule K or Schedule M) 18. Princip.1 Lex due !Add tlX from Lin.. 15, 15 .,d 17,1 1181 19. Credits SpOUSlJ Poverty Credit Prior P,yments Discount Interest + 5 ,130.00 + 270.00 - 1191 20. If Line 19 i. gre.." !h., line 18, enler !h. difference on line 20, This I. !he OVERPAYMENT,I201 (A; D':ChKk,'hM~"'if,:y~u:',are;~'~stlnrr.'.;rr;iu~~f~;'.:yOur<p';;~'ymell't.' 21, If Line 18 i. gre..er !h., Line 19, enter the difference on Line 21. This I. !h. TAX DUE. f211 A. Enter the Interen on the bal.,ce du. on L1n. 21A. (21A) B, Enler the tOIa/ of line 21 ",d 21A on line 21B, This I. !he BALANCE DUE. 120BI ~ke Check Pa able to: Re I"tor of WlJIs A ent DATE DAn i'!-,~~",' .>" .:~,:,,--:-~~-, ~;"'.~~~Z;1~s]~~:trt . _',v,__.'''' ' , . .'--..-'-" - - ...~;"...~_,.._.:...,~~,_ .J.",,~,.,. .. \0 ,~~ .... If> _r- 0 t1I a>t; 0\ ., ,U.;._ 00: '0 l5'8 \0 ,,)t...) " I ., 1:'> ~ ~ r.: ct' Col " c-J {.:J , h~ o'[IJ ~...."'J U QI P\ 0>0: d~ 0: -'.:_1;' , i i I , r r I 1FOfl DATES OF DF,^TII AFT En 12131/91 INHERITANCE TAX RETURN CIlECKIIEflEIFASI'OU5AL [I RESIDENT DECEDENT I'_OVERTY CnEDITlSCLAIMED . .- COM~~~~~~::,,,oci/~~'.;'''~~~''''' (TO BE FILED IN DUPLICATE FIl.E 1l~~1UEfI I 1994 0070 ".....g~~~.'::~::...o,"' WITH REGISTER OF WilLS) COUtlTY CODE YEAR IlUMBER CECEDENrs IlAME (UlST, FIIIST, AIlD MICDlE INITlAL)-' DECEDEtlI'S COMPLETE ADDfllSS storbeck IIcl'locrt .1. 540 BrcntwatCr. Hood DECEDEtrr SOCIAL SECURITY IlUMBEn DATE OF BEATH DATE OF C1RTH Camp 11111, PA 17011 098-01-0014 09/09/94 08/02 1916 Coun cumberland ~lfr5ilN'tM~ohtEI:~m~8 f'OU~['S ~lAME (~. SOCIAL SECURITY NUMOER AMOUNT RECEIVED (SEe UWTRUCTIONS) storbeck Dor.oth E. 100-18-2942 160 425.62 1, Ollgl"oJ Roturn :;I. RemaInder Roturn (IQrd.t..oldUI"Pllo"o'2~1]'UI o ft. fodornl ESlato Tax Rolurn Rcqulred ~ 48. Futuro Inlorost Compromiso (for dalos 01 dcalh aftor 12-12-62) lB 6. Decodent Clod TO:llolo 0 7. Decodont MaintaIned a Uvlng Trusl (AUach copy a' Will) (Anach copy 01 Tlu,,) :,a.U.::CORRESPONOENCE;AND CONFIDeNTIAl:. TAX;IHFCRMATJON SHOULD BE DIRECTEO,TO:::'I:il:;::~iililh:,I!I~J::il:;lJl~11H;I;H'i'!\i:l!:i;:i:i;':i:':',":!1 ~ y(;il IlAME COMPLETE MAILING ADDRESS Richard R. Lefever 100 Pine street TELEPHONE NUMBER llarrisl:urg, PA 17101 717-237-5222 1, Real Estale (Schedule A) 2, Slacks and Bonds (Schedule B) ~, Closely Held Stocktpartnorshlp Inlerest (Sch, C) 4, Mongages and NOles Receivable (Schedule D) s. Cash, Bank Deposits & Miscellaneous Personal Property (Schodule E) 6, Jolnlly Owned Property (Schedule F) 7, TraM'e.. (Schodule 0) (Schedule L) 6, Tolal Gro.. Assot. (total Une. 1-7) 8. Funeral Expensos, Administrative Costs, Mlscellaneou. Expense. (Schedule H) 10, DeblO, Mongage Uabllltle., Uens (Schedulal) 11, Total Deducdon. (tolal Une. 0 & 10) 12, Net Value a' Estale (Une 8 minus Une 11) 1~, ChllJ\lable and Governmenlal Bequest. (Schedule J) 14. Not Value Sub oct 10 Tax Uno 12 minus Uno 1:1) 15, spouaaITrand,r. (for dalu at dlllh aft., 1"':10-"" Sn lnltIul:tlanllar ,,"ppllr..abl,p,runlall,anPall.2.111l1:Iud' yah.l'llramSCh,dul,K.arSch.dul.M.) 16, Amount 0' Une 14 "",able at 6% ralo (Include value.lrom Schedule K or Schedule 1.1,) 17, Amount 0' Une14 taxablo a115% rale (Include value. ~om Schodule K or Schedule M,) 16, Principal tax due (Add lax lrDm Unes18, 16 and 17,) 19. Crodlt:J Spouul Pa\'IIW Cndlt Prior Paymonts DI~count + 5r 130.00 + 270.00 - 20. II Uno 191s greator than Uno 18, onter tho dlfferenco on Uno 20. This Is tho OVERPAYMENT. !'A:;: IQi.ckihe'ro:W -ourate're" ueaun' 'i'a' retund 'or, ,. Qur.,'ove ";I" ei1t::iiii:'I::'h~:!;-!.',li:'iHi 21. If Uno 1813 groater thDn Uno 10, entcr 1ho dlfferenco on Uno 21, this Is tho TAX DUE. A. Enlor tho Intcrost on tho balance duo on Une 21A. B, Enler Ihelotal or Une 21 and 21A on Une 21 B, ThI.I. Ihe BAl.AIlCE DUE. Make Check pa able to: Register 01 Wills, A ent !!I:(I~;;1J\:hl;~!~I::;i:H:J:Id\~~lmi:mIi:H;!iil!H:~i%i'~;1 BE:SURE':rO:'ANSWER!AU;:'QUESTlONS:ON 'PAGE:2'ANO.TO:RECHECK:MA1lfi:'!;lili"'!iIll:HH!!ItiliilHlt!Hll;li:Hjt:~,hi1li\t1il:l\I\i'i:il ndot' ponaJUos 01 porJury, dod010 that I hovo oX4ITlInod this return. Including accompanYing schedules and stalomenlS, and to the besl 01 f!tY knowlodgo and bellof, It Is truo, conect and complete. I declilfo thai all real estoto has been reported al true mot1<el YDluo. OechllDtian 01 preparor other thDn Ihe porsannl ropresonlaltYo b based on alIlnformatlon of whIch pre parer has any knowledgo. . SlGNATUj" OF P!,SON R SPONSUlLEFOR FlLIND nURN 'DO."S DATE J J_,- po,~ < I, See Schedule attached F t2.f'" I '1'!1 SIOHATURE OF P EPAREROTHER THAN REPRESEHTATlVE ADDRESS DATE .I " R[V-I ,c..>[I(.V~'.1 . CftECK APPRO- PRIATE BLOCKS o 4. Urnllod ESll1lu ceRRES- PONDEtrr RECAPIT - UL.ATlON TAX COMPLrrA- TION PA 15001 NTF.." Copyrighl Forml Sollwar, OnIV. lGi4 tbl'O,lnc, HUPAOOI I I " , ! 8. Tolal Number 01 Safo Dopa sit BoltOS (1) ( 2) (3 ) (4 ) (8) 9,685.12 102,438.85 (6 ) (7 ) (9 ) 91,524.77 :/I.7tS) ", , 9,730.66 -..r;"' . , . , , 203,648.74 (10) 403.00 ':. . (11) (12) (13) 10,133.66 ,--193 , 515.08 14) (15) t II.' - . . -, ... . (16) ,06 . (17) 0.00. ,15 0.00 . (16) " 6,-798.14 Interest : y.'-- 5,805.45 (19) (20) (21) (2M) (21 B) 405.45 0.00 405.45 ..' Estate of: Herp&!: J. storbeck 21-1994-0870 '!he following persons are signing tho return as representatives of the estate: Dorothy E, storbeck 540 Brentwater Road camp Hill, PA 17011 " .'" .'_."~"__~_"'~;_'~~___~__""'-~','r;#'A"!"""'"''''~-'''~U , . PA REV-l!lOO EX (7-94) PDgD 2 , Act #/48 or 1994 provides for Ihe reducllon of the lax rates Imposed on the net value of transfers 10 or for the use or the spouse. The rates as prescribed by the statute will be: t . 3% (.03) will be appllcablo lor estates o' decedents dying on or oller 7tl/94 and before 1/1/96 . 2% (.02) will be applicable lor estates 01 decedents dying on or nller 1/1/96 and befora 1/1/97 . 1% (,01) will be applicable lor estates 01 decedents dying on or aller 1/1/97 and belore 1/1/98 . Spousaltrnnslers occurring on or aller 1/1/98 will be oxempt Irom Inhorllance tax. PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS. YES I/O 1. Old docedent mako a transfer and: a. relalntheuseorlncornoot Iheproportytranstorrod., ,....,........,... ,. .,........................... .0......."... X b, rOIa!n tho right to designate who ahall use tho proporty transforrod or lis Income",.....,... ". ..... ...,.. ,. .....,. .. .. .... X c. rotaln a reverslonacy Inlorest; or, ..... .0..'......,.......,........ "" ",..............,........... ......,....... X d. recelvethepromlso for tile olellhorpaymonts. bonefitsorcaro?....... .0........ ..,.. 01....'........ '"" .,...,....... X 2, II dDath Decurrad on or beforo Oacember 12, 1982, did dacedent wllhln two yeara pracedlng death transfer propeny without recalvlng adaquale consldere~on111 doalh occurrad after Oacember 12, 1982, did decedent transfar propeny within ona yaar 01 daalh wllhout receiving adequate consideration? I , . . , . . . . , . . , . . . . . . , , , . . . . . . , . , . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . , . . . , , , , . . . . , . . . . , X 3. Old dDcDdenl own an 1n trusl fol" bank accounl a1 his or her death?. . . .. ".... , .. ,..,. .. .... "... . .. .,. ,. ..",. .... , . . . . 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. PA15002 H1F"" Cop)'I1;M Fa,,,,. Soft...,.,. Only, lit. Nalco,I"c. NI4PAOOI PJ.y~tlo:ll:X .'..111 COMMONWt,t,l.Tll OF P1NNSYl.VANIA INHE.RItANCE t~X RnURN RUllotH' O[C10tHT SCHEDULE B . STOCKS AND BONDS FILE NUMBER ESTATE OF Herbert J, storbeck (All properl'( lolnllv-owned with Right 01 Survlvorahlp mu.t be dlacloaed on Schedule F,) ITEM NO, OESCRIPTION 1 912.400 6hs MFS Municipal Bard F\.IOO - A Dividerxl accrued to date of death TOTAL (Alao enter on nne 2, Recapltuladon (II mare apace \a needed, Inaert addltlonalahoet. 01 aame .I.e,) pA\S031 NT' 1.12 Capyrlght Farm' Saltw.,. OnlYI tll. N.tc:a,lnt. N14PA03t 21-1994-0870 VALUE AT OATE OF OEA TH 9,680.56 4.56 s 9 685.12 1':. c;'" , A('y.uo, rxtl2.I1J SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploaso Prlnl or T I 0 FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Herbert. J. storbeck All ro. olnll -own.d wllh th. RI hI 01 Survlvor.hl ITEM NO, 21-1994-0870 musl be disclosed on Schadulo F DESCRIPTION VALUE AT DATE OF DEATH 1 Loan Advancement to Richard J. storbeck 2 Pa. Dept. of Revenue - 1994 income tax refund J 9,506.J52 shs Franklin CUstexlian F\1nds, Inc,; Income Series; IRA alc #90211960J02 Beneficiary: Dorothy E. Storbeck, surviving spouse 4 Meridian Bank IRA Certificate of Deposit #J21J647401 Beneficiary: Dorothy E. storbeck, surviving spouse Interest a=ued to date of death JJ,500,OO J8.00 21,009.04 20,J08.96 11.1J 5 Meridian Bank IRA Certificate 02 Deposit #J21J562J11 Beneficiary: Dorothy E. storbeck, surviving spouse Interest a=ued to date of death 27,411. 02 160.70 PA1S081 NTF 1215 TOTAL (AI.o .nlor on line ~, Recapitulation) $ (Anach addlllonaJ 8 1/2'. II" .heel.1I more .pace I. needed,) 102 4J8.85 CopYt'lghl Form, ~ollwlt. OnlV, III. Nlh:o, Inc. N'.PAO'I RlV-l~10 EX + (2-87) COMMONWEALTII OF PENNSYLVANIA INIlERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEiDULE G TRANSFERS PLEASE PRINT OR TYPE FltE NUMBER Herbert J. storbeck 21-1994-0870 THIS SCH, MUST DE COMPLETED & FILED IF THE ANSWER TO ANY OF TIlE OUESTIONS ON TIlE REVERSE SIDE OF COVER SIIEET IS YES, DESCRIPTION OF PROPERTY DECO, DOLLAR VAtUE ITEM Includo na.ma of lho Iransloroo, their EXCLUSION TOTAt VALUE % OF DECEDENrs NO, relalionshlc-IO decedonl. dalo 01 uanslcr, OF ASSET INT. INTEREST 1 Ohio state Life Insurance CO. 62,471.67 policy #0903602. Decedent was the CMner, Dorothy E. storbeck, surviving spouse is the named beneficiary. Policy was a single premium annuity to begin at age 80 2 AIG Life Insurance Company policy 29,053.10 #Sl'8345056. Decedent was the owner, Dorothy E. storbeck, surviving spouse is the named beneficiary. Policy was a single premium defe=e:i annuity. TOTAL (Also enler on line 7, RecapltuleUonl S 91. 524.77 (II more .paca I. needod, Insert addlUona/ .heets 0' .ame .Izo,) PA15101 "TF "". Copyright Farm' San..,.On'v, III" N.lco,lnc. N,4'A10l '..--.- ...-.,"., R~V~lSIIUI(1.1I1 COMMONWEALTtI OF PE'Nf.SYl VA",A, 1'H1ERITANCE TAlC RETUnN RUIOENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES P'U811 Prlnl or Typo " ESTATE OF Herbert J. Storbeck ITEM NO, A. Funeral Expenses: FILE NUMBER 21-1994-0870 DESCRIPTION AMOUNT 1 Myers-Harner F\.1neral Home 2 Gigante - funeral luncheon 5,416.00 369.02 8, AdmlnlsltaUve COBb: 1, Porsonal ReprosenlaUvo Commissions SocJi1J Security Number 01 Personal RopresontaUvo: Year Convnlsslons paid 0.00 2. Anornov Fees ~, Fsmllvexemplion ClalmanC RelBlion'hlp " 1 1"'\' . '3 500 00 . ,'n: J~' . /' I- ,-,( , 1(:";:1' .. ~:.;:, 0.00 '. '.' ..,. I': Address of Clmmant al decedent's dealh f', . J ,. ~ t . , i SUBel Addre.. CIIV Stato ZIp Cod. j r ! f , 4. Probate Feos 241.00 CI Miscellaneous Expenses: 1 Olmberland law Journal - Legal advertising 2 'lhe Sentinel - legal advertising I 40.00 I 64.64 I I 75.00 1 15.00 10.00 3 McNees, Wallace & Nurick - re.i1nb.1rsement for miscellaneous expenses 4 Register of Wills of Olmberland County -- fee to file FA Inheritance Tax Return 5 Register of Wills of Olmberland County - fee to file Inventory PA15t11 NTF 1211 Copyrlght Forr". Saft"".,. Only, In. N.lca,lnc. N,.PAt t 1 TOTAL (AI,o enteron line 9, Roe.pllUl.llon $ (If more space Is needed, Insert addlUonal sheels 0' same size.) 9 730.66 .' !"'.~ J ..'J--; . , n~V.1I12 EX -Itlnl COMMONWEAlfH OF P[NN$YLVMHA INIIERll'ANC[ TAl( RETURN R[SIDENT OECEOEtlf SCHEDULE I i DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS plUDe PrInt or T a FILE NUMBER 21-1994-0B70 ESTATE OF Herbert J. Storbeck ITEM NO, OESCRIPTION AMOUNT 1 Internal Revenue SerVice liability 1/2 share of 1994 income tax 403.00 [I i . ~ I f TOTAL Also enter on line 10, Recapitulation) (II more .paeels needed, Insen addltional.heets 0' .ame alze,) 403.00 f I ! $ PA15121 NTF 2110 Cop)'flghl Fatm. 5011.....,. Only, 1114 N.I,a,lnc. ND4PA1Z1 Herbert J. ITEM NO, storbeck NAME AND ADDRESS OF PENEFICIAIlY RELATIONSltlP 21-1994-0870 AMOUNT OR SHARE OF ESTATE . , nEv-ISUU.l2.." COMMONWEAtTH OF PENNSYLVANIA t INtlERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMPER A. T""abl. Bequ.sts: 1 Dorothy E. Storbeck 540 Brentwater Road Camp Hill, PA 17011 2 Trustees Under Estate Plan Deed of surviving spouse 160,425.62 Trustees 33,089.46 r , ITEM NO, NAME AND ADDRESS OF PENEFICIARV AMOUNT OR SHARE OF ESTATE j1; 'I . B. Char11abla and Governmental Bequesls: None r !i ;' II " ' TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS Also ent.r on IIn. 1~, RecapllUl.llon (It more apace Is needed, Insert addltlonal sheels 01 same size) $ 0.00 PA151~1 HTF 122.A Copytlghl Form. SOltwl'. Only, III" N"(o,III(. NI4PAI31 , nEV.'1&14Elt.13~nl SCHEDULE K LIFE ESTATFI/I.NNUITY/ TERM CERTAIN I . COMMOIlW[A\.llt or P[NNSYLVANIA IrHl[RI1ANC[ 1...l( RETUAN AESID[NT D[CtDUH ESTATE OF FILE NUMBER Herbert J. storbeck 21-1994-0B70 Thl~ schodulo I' 10 be usod lor all slnglo hlu, loinl or succo"lvu Illo 0::1111105 nod 10rm cortaln cnlculnlloll!), For dl1lo~ 01 donlh nllor 12-31-01 and boloro 5-1-89, DCluDrlal 'oclOrtl lor 0111910 Iila cnlcuh1110ns cnn bo lound in Rcvenuo Cooklel (REV-1!101O). For dolos 01 dmUh on or oller !l-1-0!J ~cluarlal .actors can be 'ound In IRS publlcallon "14~7 Actuarial Valu09. At hn Volumo. Tho In,11U01onl craollng tho 11I0 Inlcro~lls 0: (Plu.uso oUOIch a copy or Intitrumenl) Olher '1'L1FE:ESTATE INTEREST CALCULATION I'! Inlervlvos Deod 01 T,u51 :',;':'i,,< ',1:1., prosent Ago (No. rut D1r1hd.y) Torm or Years Ufe Estale Is Payable o.to of D1r1h N.mo(o) of Ulo Ten.nt(.) Term 01 Yonrs Doroth E. storbeck 10 29 23 71 Torm of Yoars Torm of Yonrs Torm 01 Yento 1, V.lu. 0' Fund from which Ufo E.I"e(.) I. pey.blo: '" , '" .... , , ,.. ....' .... , , , , , , ..' , , , , .. .. ' ,.. S 33,089.46 .57618 2. Actuarlnl Factor por approprlalo Table. . , , . , . . . , . . , . . , . . . . . . . . . , . . . . . . . . , . . . . , . . . . . , , . . , , . . . . . IntoresITabloralo-- 031J2~~ 06~~ O"0~~ ~ar1abloRate 814~. ~, VoIue 01 Ulo E.tel. (Un. 1 . Un. 2) .. , , .. .. . .. , , .. .. , , , , , , " , , , " .. .. .. , , , , , " , .. .. , .. .. , " S 19,065.49 i;lI:il1!dHHiihlillJ!ii!iI\ni1i~m!\l;!ilJ!1l1:mlJll!':i:'il:iiililtl:!,j;:%:~i:;i:iIJ:i!,i:,I;i!;!:!;I:1 ,:i::itANNUITY,'INTEREST.c,CALCULA liON ,ii" :)+! ,...... ",,'.' ",...., ";,,," Name(.) 0' Annultan~.) Oel. of BIr1h Present Age (N.erest BIr1hday) Term of Years Annuity Is Payable Torm of Years Torm of Years Term 01 Years Term 01 Years 1, Velu. 01 Fund Irom which annuity I. pey.ble.. , , ", , .. , .... , , " , , , , , , , , , , , .. , , , .. , , , , , , , , , , , , " S 2, Fr.quency 01 peyoul-- Dwe.kly 0 BI-woekly OMenlhly DauerterlY Dseml-Annuolly []Annuelly [}Olher ~, Amount 01 peyout per perlod .. , .. , " , , .. " , , , , , , . , , , " , , , " , , , " , , , , . , , , , , , .. , , , , , , , , , , , " ' 4, Annuol peyment.. " .. .. " .. .. , .. .. .. " , , .. , , .. .. , " , , , " .. , .. , " " , , , , , , " , , " , , , .. , , , , , 5. Annuity Factor (500 InstnJctlons) Inlorosl Table rala -- 03 1J~/. O~/. 010~. OVarlablo Rale ./. 6, Adju'lmOnt Feclor (.e. In.lnJeUon.).. , , , , " , , " , , .. , , .. , , , " , , , , " , , . , , , , , , , , " , , , , , , , , , , " , . 7. Valuo or Annuity --It uslng:l 1J~~. ~~I 10~~ or i. variable rale and period payout Is at end 01 perlod, colculeUon Is: Un. 4 . Uno 5 . Un. 6 .. , , " , , .. , , .. .. .. .. , , " , , .. , , , , , , .. .. , , .. , , , , , II u,lng vorlebl. rete ond perlod peyout I. 01 boglnnlng of period, colculeUon I.: (Un. 4 . Un. S . Un. 6). Un. 3, NOTE: Tho values o. tho fund!) which creato 1ho above luluro Inlerests must be reported as part 01 the Eslato AsselD, Uno 1 through Une 7. Tho Resulting Ule/Annul1'( Intorest(s) should bo repOr1ed ntlho appropriate tax roto on Uno, 13. 15 and 16 8S required. PA1S141 NTF 12" Copy,IQht Farm. Solt.....,. Only. 1194 Ntlcll.lnc, N94PAI.l ,I ,. , I I I , , I i 1 i [ I I \ I' 11 :' . " ~ I I . 1 -. -'. ..... -.. .~._. ....'... > - ,/ j'l ':J LID - ? (/ REV-1607 EX AFP (12-95* CO~NWEALtH OF PENNSYLVANIA DEPAAtHENT OF REYEHUE BUREAU Of INDIVIDUAL tAMES DEPT. 211601 HARRISBURG, PA 17128.0601 ACN 101 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 01-16-96 S E OF STORBECK HERBERT J FILE NO. 21 94-0870 DATE OF DEATH 09-09-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUB"IT T"E UPPER PORTION OF THIS FORH WITH YOUR TAX PAY"EHT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE AND RE"lT PAYHENT TO. , RICHARD R LEFEVER 100 PINE ST HBG PA 17101 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 A.aunt R..ltt.d CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR FILES ... iiE'v=i6iii-E'l("iiFii-nZ=9ifj------.il.-iiiifERii"ANC'E-i'AX-'TA'TEH'E;WiiF-ACcii[iiiT--...--------------------- ESTATE OF STORBECK HERBERT J FILE NO.21 94-0870 ACN 101 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAK DUE, APPLICATION OF AtL PAYHENTS, THE CURRENT BAtANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE 01-16-96 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 12-12-95 PRINCIPAL TAX DUE. 4.812.76 PAVMENTS (TAX CREDITS). PAYMENT DATE 12-07-94 11-20-95 RECEIPT NUMBER MM913266 AAOB2338 DISCOUNT (+) INTEREST (-) 240.64 .00 4,572.13 54.06 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 4,866.83 54.07CR .00 54.07CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN .1, NO PAYHEHT IS REQUIRED, IF TOTAL DUE IS REFtECTED AS A "CREDIT" ICRI, YOU "AY BE DUE A REFUNa. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. , ;'1 I: ;)() PAYltEHTI altlch thl top portion of thb Hatlc. wMI ,ubIIlt with your Plpent ,ldl paubta to ttt. n... end ,dcInll printed on the r.y.r.. ,Ide, If RESIDENT DECEDENT .... chick or .onl., order pa.,lIbla tal REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT ,akl check or 10M., ord.r pI.,.'a tal CO""OHWEAL TH OF PENNSYLVANIA. All P11Hl"1 ree.lv" ,hill ~ ~pllld Url' to WI., Inter..t which "V btI duIi with any r...lnd.r ~pllH to thl! "KI REfUND (CR)I A r.fund of . tlX cr.dlt, Nhlch w.. not r'qulltad on thl Ta. A.turn, ..., ba r.qua.tad bv co.plating an oot.ppllclUon for R.fund of pennlylvenla lniwrUMCI and Eat,t. ,.... CAEV.Un). Application, .r. IVIlhbl. at thl Offle. of thl Rlght,r of W1111, any 0' thl ZS R.v........ DlIlrSct Office' or 'rCHI thl alPlrtlMnt" Zit-hour .....IIIr!ng nrvlu ""Iab.r. for for" ordering I In pennaylvanta 1"ua"3U-2DSG, out,lda Plnnl.,l"",.a _ within loul HarrhbUrD .r.. e717J 187-1I09It, TDDI (717) nt-znt (H..rlng J.p.lnd only). REPLV TOl QuI.tlon. r.gardlnG .rror. contaln.d on thl. not Ie. .hoUld b. .ddr...ed tOI PA Dep.rt..nt af R.venue, Burlau of Individual T811", An"t po.t A.......nt R.vlew Unit, Dapt. 280601, H.rrlsbUrg, PA UUa.0601, phDM (717) 787-6505. DISCOUHH If any t'M due I. p.ld within thr" (5) cII.ndar .unth' .ft.r thl decld.nt". dl.th, . flvl p.rcent (5XJ dl.count of thl taM p.ld Is .IlOMad. INTEREST 1 Intlr..t II ch.rgld b.alMlna Mlth flr.t dey of delinquency, or nln. (9J aanth. Bnd ani (1) dn fro' thl dlt. of d.ath, to thl d.t. of plyaent, TIM" which blc,,' dallnquent bafor' January 1, 1,lt ba.r Int.r..t It thl rlt. of .IM (6XJ p.rcent par annuli calculat.d .t a dallv rata af .000160\, All talC" which blca.. dlllnquant on and .ftar Janu.ry 1, 1.12 will ba.r In'ara.t at a rat. Mhlch will yarv fro' c.lander y.a' to cllandar V.e, with that r.t. announc.d by tha Pi Dape,t..nt of R.v.nua, Tha applicable Int.r..t r.te. for 1912 through 1.96 .ral V.ar Int.,..t R.ta D.llv Int.r..t Factor "..r Inter..t R.t. D.IlY Int.n.t Factor 1912 ZOX ,000548 1917 9X .00DZlt7 1.15 16:< ,OOOUI 1981-1991 IlX .0GnDl 1910\ IIX .000501 I'" 'X .nun 1.15 I3X .000556 1995-199,. ]X .0001.2 1916 lOX .000270\ 1995.1996 'X .00DZ47 uInt.,..t I. calculat.d .. folloMII INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINQUENT lC DAILY INTEREST FACTOR "Anv Hotlc. 'uuacS Iftar tha taM Mca." d.lInquent will rafl.ct an Int.,..t calculltlon to f1ft.en (15) dill'_ b'Yond the data of tha .......ant. l' p.y.ant I. ~ .,t.r the Int.,..t coaputatlon data .hoWn on thl Notle., .ctdltlonal Inter..t MI.t ba c.leulatad. ~ -. - --.' -. '.... . ' -- ~. ,I . --- -.- _... - - ~- - ...~. ..- -- -.' -- -- ..- -, -.- " . - ..- .-. -_.- ... -'- ..".- -. - ..- .'- - -.. .' .... -. _.. - - ~- -- - -- -- - -- '-- f!,-tl '7 W' 1.1./ ~ 3Y., O. AA' .O.r7804 COMMONWEALTH OF PENNSYLVANIA NO, It DIPARTMINT OF RIVINUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX {,. ,..\tI161I1IU41 . RECEIVED FROM, i ACN ASSESSMENT r:t CONTROL IiII NUMBER AMOUNT STORBECK DDROTHV E 100 PINE STREET 101 .40:5.4:5 , i ! , I I I I 'CHD HUf J I I I HARRISBURG 1'1\ 17101 -'OIOHur ESTATE INfORMATION, r:'I filE NUMBER !WI el-1994-0B70 EJ NAME Of DECEDENT (LASTI II DATE Of PAYMENT EJ POSTMAR COUNTY BSN 099-01-0014 IflRSTI (Mil REGISTER OF WILLS I I I I I fa TOTAL AMOUNT PAID .40~ I 9/" . . pW ! , /171 /1 & ",--,:A) . RECEIVED~.( ;' /J!:N(,.yaU ~ I ~~~rs~ERLB~ SILLS I DATE Of DEATH REMARKS DDROTHY E BTOI~BECK SEAL CHECK" b:53 .~-~~------------------------.-------------~-~---~----- , ~.? . .~ I ,. . . . ~ --. ~'. ---- _:-",_._._.;--:....~~..II rQ., ""lIi~',,, .f.'~_'''', r - , , . ...'''~ \, / 'I ,~) 'Ie' ~I , " v REV-1607 EX AFP 112-95* CD~ALTH OF PENNSYLVANTa DEP,lATHENT OF REVEHU( lUAfAU Of INDIVIDUAL TAXEI DEPT. lion I HARRISIURO, PA 111"-0.01 ACN 102 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 01-16-96 E 0 STORBECK HERBERT J FILE NO. 21 94-0B70 DATE OF DEATH 09-09-94 COUNTY CUMBERLAND HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION Of TNIS fORH WITH YOUR TAX PAVHENT TO THE ADDRESS SHOWN. HAXE CNECK PAVABLE AND REHIT PAVHENT TO' , RICHARD R LEFEVER 100 PINE ST HBG PA 17101 REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 AIoount R..ttt.d CUT ALONG THIS LINE '~ RETAIN LOWER PORTION FOR YOUR FILES ..... iiE'y:iliiij-ix-jipji-Ci'2:95r-----...--iNHERii:A'iii:ri'AiC"ii"lifEitiflif-ii,;-Acfcouiif--.-Ii.--------------- _m__ ESTATE OF STORBECK HERBERT J FILE ND.21 94-0B70 ACN 102 THIS STATEHENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARV Of THE PRINCIPAL TAX DUE, APPLICATION Of ALL PAVHENTS, THE CURRENT BALANCE, AND. If APPLICABtE. A PROJECTED INTEREST fIGURE. DATE 01-16-96 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 01-12-96 PRINCIPAL TAX DUE,. 992,68 PAYMENTS ITAX CREDITS), PAYMENT DATE 12-07-94 05-24-95 RECEIPT NUMBER MM913266 AA047804 DISCOUNT Ct) INTEREST C-) 29.36 .00 AMOUNT PAID 557.87 405.45 . If PAID AfTER THIS DATE, SEE REVERSE SIDE fOR CALCULATION Of ADDITIONAL INTEREST. If TOTAL DUE IS LESS THAN '1, NO PAVHENT IS REQUIRED, If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, VDU HAV BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 992.6B .00 .00 .00 " "..', " \f '1 'I 1< f':'10 PAvtEHTI D.tltCh the tap portion of thh MoUee McI lublin ..lth your p.,.." .tIde plyllbl. to the ,.... Md add,.... printed on the rav.r.. .Ide. If RESIDENT DECEDENT ... check 0" 80M)' arIM,. pIIyllbla tal REGISTER OF WILLS, AGENT I If HOH-RfSlDEHT DECEDENT .ua check Dr" Mne)' order ~l. tal COttHOHWEAL TH OF PEtfrtSVLVAHIA. All p.penta ranlvR ahliU be eppl1l1d first to M)' lnter..t which ..y ba ctu. wlth MY r...lnder ~l1H to the talll REFUND (CA)I .. ,..fund of a ta. credit, whIch w.. nat r.qua.ted on the 'a. A.turn, ..y ba requelted bv c~l.tlng ." "ApplicaUon for A.'t.nd of PIM1n.ylVMla IntMr1tMu Met Est.t. ,-... (REV-UUI. ApplJutlon. .ra I..,IU"", at the OfficI of thl Alglst.r of Willa, eny of the IS A.v~ Dlttrlct Offlc.. Dr fr~ thl D.,art.-nt'. Z~-hour .,,~rlna ..rvle. ~r' for for.. ordarlnDI In Penn'VI",enta 1-800-56Z-2050, out.l~ Penn.vl..,."., Md within locII H.rrhburll .r.. (717) 717-80M, TOO' C717J nZ-U5Z (H..rlng IlIpalnd onh). REPLV TO. Qu..Uon. r.gardlng .rron contained on thh notlu .hoUld b. eddr...MI tal PA o.part...,t of Rav.nu., BurDU of IndIvidual Texa., ATTN. po.t A......ent RlvleH unit, D.pt. Z80601, Harrisburg, PA 11121~0601, phone (717) 111-6505. DISC~TI 1f any tax due Sa p.ld within thr.. (3) r..,.ndlir .ontha eft.r the dec:.ct.nt"s death, e five p.runt l5X) dhcount of the t.x paid 1. allow.d. INTEREST. Inta,.at h chargad baglMlng with flrat d.v of dall~v, or nln. (9) ItOnth. end OM (1) dav frOll the d.t. of d..th, to the data of pa't.~t, "Mil whlch b~ dellnq\Mnt before Januarv I, 1912 baar Intar..t It the rat. of alx (6X) p.rc.nt p.r annul calculet.d .t . d.llv ret. of .0001641 All tlxa. which blc.., d.llnquent on ~ aftar Januarv 1, 191Z will b..r lnt.r..t It a rat. which will vary frol cllandar y..r to calendar Vllt with that r.t. announc.d bV the PA DIPart.ant of Ravlnu., ThI appllcabla Int.r..t tata. for 1912 through 1996 .r.. Va.r Int.r.at Alt. Oally Int.r..t Factor V.ar Intar..t Rat. DIlly Int.ra.t Factor 1912 20X .000$4. 1911 'X ...1247 I'IS lOX ,0004:5. 1'11-1991 1IX ,nOSOl 19&4 11" ,Ooosn 1... 'X ."'Z47 1915 ISX .000556 199:5-19M 'X .000192 1916 lOX .000274 1995-1'96 'X ...1141 ulntaraat l. c.lculat.d .. follo...r INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR uAnv HoUcl luu.d .ftar thl tax bacOMI d.linquent will rlUlct an Int.r..t c.lculatlon to flftaen US) d.n blYond tha d.tl of the .....~t. If plvaent il ..a. aftar the Int.t..t cDlPUtatlon data .hown on the NoUn, eddlUonl1 lnt.,...t .....t b. ulcuSated. /~(l./1. 7 &,tPI- ,,,-> F J'/A,/().-7 J//" REV-1547 EX AFP (08"941* COMMONWEAl tit OF PENNSYlVANIA DEPARfHENT OF REV[NUE NOTICE OF INHERITANCE TAM BUREAU OF INDiviDUAl IAII[S APPRAlSEHEHT, ALLOWANCE OR DISALLOWANCE ~miS:~:~:lp. 171/"'''1 OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 12-11-95 ESTATE 0 llerbert J, Storbeck FILE NO. 2194-0870 DATE OF DEATH September 9, 199/. COUNTY Gumberl/lnd NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT TNE UPPER PORTION OF TltIS FORH WITH YOUR TAX PAYHEHT TO THE REGISTER OF WILLS, HAXE CHECX PAYABLE TO "REGISTER OF WILLS, AGEHT" REMIT PAYMENT TO: ACN 101 RICHARD R LEFEVER 100 PINE ST HARRISBURG PA 17101 Registsr of Wills Cumberland County Courthouse Carlisls, PA 17013 Amount Relllitt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~~ ii'iv:isCi7"EX'AF'ii"CCiij:iji'-i"ilci'r"icE"-CiF""iNHEii'ii'ANCE-TliinippjiliisEH€ili'-;"ALi."ow;iffcE"oli--.---'-""_.--- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF Herbert J. Storbeck FILE NO. 2194-0870 ACN 101 DATE 1? 11 95 TAX RETURN WAS I I ACCEPTED AS FItED I Xl CHANGED See Attached Notics RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1. R..l Eat.t. (Schedul. AJ (1) 2, Stock. .nd Bond. ISchodulo BI C21 9,685.12 31 Clo..ly Hald stock/Partnarship Int.r.lt (Schadula C) (3) 4, Hortg.g../Hot.. Rac.ivabla (Schedul. DJ l4J 5. C..h/Bonk Do.oo1h/H1oc. Por.onol p.o.od~ (Schodulo EI 151 102,438.85 6. JointlY Owned Property (Schedule fJ (6) 7. T.onofo.. (Schodulo GI 171 91,524.77 8, Tot.l "...t, (8) 203,648.74 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.ral E~p.n.../Adn. COlt./HiIC. E~p.n... (Schedule HJ 10. Debts/Hortg.ga Liabiliti../Llans (Schedule IJ 11. Total Deduction. 12. H.t V.lu. of Tax R.turn 13. Charitable/Govern.."t.l aequa.t, (Schedule J) 14. H.t V.lu. of Eat.t. Subject to Tax NOTE I 9.730.66 403.00 (91 ClOI 10,133.66 193.S1S.08 IllI Cl21 1131 C141 193.S1S.08 14, 15 and/or 16. 17 and 18 will returns assessed to date. If an assessment was issued previouslY, lines reflect figures that include the total of ALL ASSESSMENT OF TAXI 15. Anount of Lin. 14 .t Spou..l rat. (15) 16. Anount of Lina 14 t.xabla .t Lin..l/Cl... A rat. (16) 17. Anount of Lina 14 t.xabl. at Collat.ral/Cl... Brat. (17) 18. Principal rax Du. 4,812.76 160,425.62 X .OJ' X .06> X .15' ClOI 4,812.76 - - TAX CREDITS: PAYHENT DATE 12-7-945 5-24-95 DISCOUNT 1.1 INTEREST C-I 240.63(+) RECEIPT NUHDER MM9132 AA047804 AHOUNT PAID 5,130.00 405.1.5 '''Credit plus E.dditionlll discount may be applied to Gompromise Tax ACN 102. TOTAL TAX CR~DIT BALANCE OF TAX DUE INTEREST TOTAL DUE 5,77 .08 r, . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL IHTEREST, IF TOTAL DUE IS LESS THAN ~1, HO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRl, YOU HAY BE DUE A REFUHD. SEE REVE~SE SIDE OF THIS FORH FOR INSTRUCTIOHS,I .y ...~"'"--.,. . ''--~,.' --....- - -'-".~-- AESERVATIONI E.tat.. of d.c.d.nt. d~lng an or b.fora O.c..u.r 12, 1912 -- If In~ future lnt.ra.t In tha ..t.t. I. tran.f.rr.d In pO.....lon or .nJoy..nt to CI... . (coll.t.r.l) b.n.flel.rl.. of the d.c.dant aft.r the ..plr.tlon of any ..tat. far Ilf. or for y..r., the Co..onw..lth har.b~ ..pr...ly r...rv.. t~a rlaht to appr.I.. end ...... trln.f.r Inheritance 'I..S .t the lawful CI.ss . (coll.terel) r.te on any such future lnter..t. PURPOSE OF NOTICE I To fulfill the r.qulr...nts of Section 2140 of the Inh.rlt.nc. .nd Est.t. 'a. Act, Act 22 of 1991. 71 P.S. S.ctlon 1140. Oet.ch tha top portion of thl. Notlc. .nd .ub.lt with your p.y..nt to the Alal.t.r of Wills printed on the r.v.r.. .Id.. ....H.k. chick or .0nlY ord.r pay.bl. tal REGISTER OF HILLS, AGENT All ply..nt. r.c.lvld .h.ll flr.t b. .ppllld to any lnt.r..t which ..~ b. due with .ny r...lnder epplled to tha tl.. REFUND (CR)I A r.fund of . tl. credit, Which w.. not r.qu..tld on the ,.. Return, ..y b. requ..t.d by cOlpletlng ." MAppllc.tlon for Refund of P.nn.ylvanl. Inheritance and E.t.te ,..M (AEY.1515)1 Appllc.tlon. .r. Iv.llabl. at the Office of the R.al.ter of Will., 'n~ of the Z5 R.v~ DI.trlct Office., or by cllllng the .p.cl.1 24-hour .n.w.rlng ..rvlc. nuab.r. for for.. ord.rlng. In p.nn.ylvanl. 1.100-36Z.,050, autsld. P.nn.ylvlnl. and within loc.l H.rrl.bura .r.. (717) 181"10'4, TOO. (117) 112.1252 (H..rlna I.p.lrad Only). P""HENTI OBJECTIONS I Any p.rty In Int.r..t not ..tl.fl.d with the .ppr.I....nt, .llow.nc. or dl.lllowlnc. of daductlon., or ........nt of t.. (Including dl.count or lnt.r..t) .. .hown on thl. Notlcl .u.t obJ.ct within .Ixty (60) d.y. of r.c.lpt of thll NoUc. by. ....wrltt." prot..t to the PA D.p.rt..nt of R.venue, lo.rd of App..l., DEPT. 211021, Hlrrl.burg, PA 11111.1021, DR ....I.ctlon to hive thl ..tt.r d.t.r.ln.d at audit of the lecount of the p.r.on.1 r.prl,lntatlva, OR --app..1 to tha Orphln.' Court. ACHIN ISTRATlVE CORRECTIONS I INTEREST. F.ctuII .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tOI PA D.part.,nt of R'V.nul, Bur..u of Individual T...., ATTNI Po.t A.......nt R.vlaw Unit, DEPT. 280601, Hlrrl.bur., PA 11128.0601 Phon. (711) 711"6505, S.. p.~. 5 0' the bookl.t Mln.tructlon. for Inh.rltenc. T'M A.turn 'or. A..ldant D.cadantM (REY.IsOl) 'or In a.pllnotlon of .~lnl.tr.tlv.1Y corr.et.bla .rror., If an~ t.. due Is Plld within tl.r.a (5) c.l.nd.r .on\h. .,t.r the d.e.dlnt.. d.ath, . 'Iv. p.rc.nt (sk) dl.count of the t.M P.ld 1. .110w.d. Int.r..t I. ch.rgad b.glnnlng with flr.t dty of d.llnqu.ncy, or nln. (,) 'onth. .nd on. (1) d.y fro. thl d.t. 0' daath, to tha date of p.y"nt. h... which b.caa. dalinqu,nt b.fo" Jlnuery 1, 1912 b.er lnte".t .t the "ta 0' .IM (6k) p.rc.nt p.r annul clleul.t.d at . delly r.te 0' .000164. All t.... which b.ce.. d.llnquent on and ,'t.r J.nu.ry 1, l'IZ will b..r lnt.r..t .t a r.t. which will v.ry 'roe c.landtr v..r to cII.nd.r y..r ~lth th.t r.ta Innoune.d bv t~1 "A D.p.rt..nt of R.~.nu.. ThI tppllc.bl. Int.r..t rat.. for 1'12 through 1"5 .r" DISCOUNTI '!.!!! Intera" Ret. o.lty Inter..t F.ctor '!!!! Intera.t Rate D.lly Inter..t F.etor I'az zo:c .000548 1987 .~ .000247 1'15 16:C .oaOU8 198."1991 Ilk . nun 191" Ill( .000501 1992 .~ .000241 1915 13:< .00OS56 1995"1994 7~ .000192 19.6 Uk .000274 1995 .~ .000241 .-Inter..t Is calcul.tad .. follow. I INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR ....Any Notlc. I..u.d .ft.r the ta. b.co.a. d.l1nqu.nt will r.flact an Int.r..t c.lcul.tlon to fifteen (15) d.y. bayond the d.ta of tha ........nt. I' p.v..nt I. ..da .ft.r the Int.r..t co.putatlon d.ta .hown on the Hotlc., addltlon.1 Int.r..t .Ult b. c.lcut.tad. . ....,.uroUIt-ItJ ., " \ COMMONWEALTH Of PENNSYLVANIA DEPARTMENT Of REVENUE IURlAU OP INDIVIDUAL TAXES DEPT,280601 HARRIS8URG. PA 17128'()601 DECEDENT'S NAME INHERITANCE TAX EXPLANATION OF CHANGES fiLE NUMBER Herbert J. Slorb~ck A 2194-0870 101 SCHEDULE ITEM NO. EXPLANATION OF CHANGES The t~x due 00 all current interesto Is refleet~~ on the attnehed .. Inher1tonee .T/lX ....sculllent~. n,e' tax. 'due on all . future Interest.. uu uncertainties Is covered on the attached compromise tax propoaal. NET ESTATE $193.515.08 LESSl TRANSFERS @ 3% $160.425.62 TOTAL NON-PRORATE REQUESTS - 160 .425 .62 RESIDUE SUBJECT TO COHPROHISE $ 33.089.46 TAX SUMMARY , ,----- .~- . . . ~ . --...,.'-...-. . ... ,'-. . - -" SPOUSAL g 3% TRANSFERS $160.425.64 . ,. .'.', - _.. . _..n ___._ ,,~., '<,. .' --- -- .'~- ,.. -..~.- . -. ."-'-'--~ -'-- ~ , ~_. .,..-- ._' ~..,..... -. ~-~..._-----,.~.._--_.-...- . .-- ..,...,.- ---,...,....- ..>'. -. -'-""" _.. -- .._---~._-'..~..... ~-. ~ --------- .'~,.....- '.'. .'.'. '. ...._ .,. __ .._ ....n. _. ~. .,~ _" _0 ... .......____.__.. '. ...._..~4. _.' .'~'.._, __'.___,_____ ..- r_____._ ...... ~._~-------.,.. .--. .'* - - -- >'.- .'-'-'----'" .- ~,...... .- . ----- -- ~-<. ._-~~. -_.__.~.. ---~~_._--~ ,. ..... ~ .." , .. ...~~.. - -,. ... ...-- _.~,.._.._.,...,.-. -,_.__._-'. ' - TAX EXAMINER, \lorry A. Herr PAGE 1 of 1 , DAUCl D. IAOU:Y IUoH ft. DOYNfOH..m EAOCL_ AOKRT M. CHtAR't WlWAMACHUNUn o-.I/ID..OIlHlY MCHAn A. DOCtAOW ELJlAIKlH A DOUQHtRTY HAIM:Y rRUDtHKAO JNo4U~'Afn nw-IC1I D. HAAS...." W.Jurm..lAMOUN[,AU MICHAEL 0, JARMAN Qo\\IID M. KLUPlHOtR NftkA,ROA.l.A8UaMLS. "'R. DI:1.ANO M. LANTZ McNEES, WALLACE & NURICK ATTORNEYS AT LAW nICHAAOh, LUtvtA D'VlDCo UttMAH C\YDl.W....INf"t1K rRAHIWNA MlLU,"'R AOBtRT A MlUJI .T[PHtN" MOClRt HtROtRI ft NUAlCK JOHN a. antA flMOTH",J. ..nsnR GAItl'AAlf1tR toWAROW,ROrHMAH Dt.K4 .,rvtNa ICADUl0 AODtRT D.lroe ~W,ITEVlHSON DlAHtM,l~ Do\VIOM.WAna.."'. 100 PINE: STREET P. O. BOX lIee HARRISBURG, PA 1,loa'1186 Tll.EPHONt 17171 Z3Z.eooo FAX17171237.5JOO 61evtHJ,W[INCWIlr.N NCAt.I,WUl ~IWtlllr: LAWMNCt R. WI[D(R GARl".Yf.HI!.CM'5tU WiL-LJAtr04M.'fOUNO...lR Cl'CClUH6lL nop[Rt It. QnI9M)lP r.N>tUtL A liCHIltCM1'~'..In tPICN,ATHt'l' Do\V1DM,PAK(R ~lHAHC.BtRR't PRCTT O. D'oVlS .)NrolB P. DlAHGCLO .w4[8 P. OQUGHtRll' M1HLLtNA.DUN51 ~.aoouf() . ~ ~~ :5\ r' " May 23, 1995 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: The Estate of Herbert J. Storbeck Date of Death: September 9, 1994 Social Security No.: 098-01-0014 File No.: 1994-0870 Our File No.: 16717-0001 ~- " :. t 4 t", lJ~... :r-~ - ICOn A. GOULD P. NICHOlA5 QUARNUlCH[W ROOtAr 0, HAAS BRIAN" ,.JAC~ DONALD B. MAU'~ MICHAll R. tWJ.E'l' Pt:ltRr.MttE ..&AMtaw. KUR CAMIUC C. MAAlON ""lAIC" J. ,",URPt'ly &HAAOH R. "AIUCH CHUONQH.PHAtol .JONA T"""" H. RUDO BRUCe R. &PICeR CMOLA.5f[INOU" CATH[RlNC[.WALTtR5 ~.WlI.1.W45OH :Orn .n ~2 '.:- 5~ ;..: 1-0\ V1 ~:: ~ Cir fi;. ;-; N Dear Madam: Enclosed for filing on behalf of the above-referenced Estate are the following documents: 1. Two Pennsylvania Inheritance Tax Returns. 2. A check payable to the Register of Wills, Agent in the amount of $405.45 representing payment of the tax due. 3. Inventory of Real and Personal Estate. 4. A check payable to your office in the amount of $25 representing payment of your filing fees. Kindly acknowledge receipt of the above by date stamping and returning the enclosed copy of this letter in the envelope provided. Your attention to this matter is appreciated. Very truly yours, cy~~~~~9- ~ Estates and Trusts Paralegal CJR/ck Enclosures cc Mrs. Dorothy E. Storbeck ,'l~'f' .\... DRUCE D. BMlLCV ALAN R. BOYNTON. ~. WlC L. MOsSMAN ROBVtT tot CHCnRV LOWI A. DE.JOIE DAVO D. DlaNI:Y MlCHAD. A. oocmow nJ,ZADCTH A. DOUQt<<:RTV ttAnVl:V mtCot:NDCRO JAKB L.. ,mz ROBVtT 0. HAAS W. ,.U"'RY JAMQLNI:AU MCHAD. 0. J-'"""'\N DONALD B. KAI.W'Jr4AN BTEJ"HI:N R. KERN DAVO tot ICL..I:PPI<<KR otnNARD A. LAOU8KDI. ..Il DELANO M. LANTZ RtCttARD R. LUCvt:n DAVD I:. LDtMH rRANKLH A. Ml...EB. ..n nooa::RT A. MLt.B BTD"tttH A. MOOflC ~w a onm OARY A. R1TTm DANA BTEveNS BCADUTO RICHARD W. BTEvtNBON DtAN!: tot TOKARBKY CAntDWC I:. WALTI:RB OAVO tot WATTe. ~. BTeVEN ... WCHOARTCN NtAL a WC8T NORMAN L wttTe LAWMNCC R. WEDCR wa.uAM tot ~..n McNEES, WAl.l.ACE & NURICK ATTORNEYS AT LAW 100 PINE: STRE:E:T P. O. BOX 1188 HARRISBURG, PA 17108.1186 TeLl.PHONe 17171232.8000 FAX 17171237.5300 1200 G STRE:E:T N.W. SUITE: 800 WASHINGTON, D.C, 2000!! TeLePHoNe 12021434 .8991 FAX 12021434 .8707 http:t/WWW.mwn.com or COUtIYl HOIUM' U GlfI!.WOLO fHAIICI!.II,IIAA!...JH fl,A"'J{l A fl,ClflLCllltlOAU!tl...If Wrlln', U1recl llIal: (717) 237.5212 E.Mall: rlefcver(.i.rnwn.com Jnnunry 16, 1997 Mnry C. Lewis, Register of Wills nnd Clerk of Orphnns' Court Cumberlnnd County Courthouse Cnrlisle, PA 17013 Re: Estnte of Herbert J, Storbeck Denr Ms. Lewis: ERIC N. ATHEY .JAME8 W. ICUTZ RtCttAnO ... QIl. LOUSE WrcttNSoH MAnA AMY DUXOAl..M r. 8t[ptttN8ON ""AntE8 JUTRtY ,. CHAMPl'ONC ~ A. MQONCY .JAK8 P. acANGELO BHARON R. PAXTON .JAMe8 P. DOUGHERTY CHAO r. ptFP8 KAnLI:EN A. ~8T PAMtLA C. pOLAceK IXDRA P. f'QUlLAB ~AntAN H. Rt.OO ttO.CN L.. OD+LL bRUCC R. &PICE" ROOD1T ... OOOUTO CAnOL A. DTC~ BCOTT A. OOI.A.D SUDAN V. BTEWART RANDOU"H a HOUSTON..A ROQCRT r. TEPUTZ ORlAN F', .JACKSON nOBVtT A. WDSHAAn. .A ORlAN I:. ICAMOIE DCnRICK P. wt.LlAM&ON MCHAn R. KD.U::V "K)tfl A. WITHEROW. .A PCTER F. KREll: tcAn-LtCN A. WOlQW8KI 8AMlD. 8. YUN Plense be ndvised thnt 1 nm no longer counsel to the Estnte of Herbert J, Storbeck, RRLllmk Ene. Si Richnrd R, Lefever . .." ._-'"- -.......'''-- ~_..... '-..-. .- , i J j I 1 , , .. ~; . - ,I ..T -'.' -.. .~~O,~." , .....lJ".I.,..lI'l.lIIli.r!J~~.~ '.' .,~... " _ ". '.' 1 ,7":"'~~~""'~~. ~.. f.,r:-^- _ .', $t . UI1t,;.*.,;t;.,"~4t. ._.........~..-..-,.~~ _'~,l'" ':":':'1-,: LAW O"f'ICES :NEES, WALLACE & NURICK 100 PINE STRECT P. O. BOX Ilee HARRISBURO, PAt 17108 c1./- 9(/- () i"'7J ~ \"'-~__ ~"~--_.J. . \~--\\.I~"~""'~"''';-:'-:': -."',C : (':::~90 v.p~~ _/~ "IJIPIJSi^tt~: 01","1' . " ~ ' · - . ...;'., 0 2 n : : , _~~i;\l) - 7 - : h:,r;..~~ /.'1;' J'.5.",fJ ~:1.w~. .l~7___,_ : " ,) .1 :~.. ,.! REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE '.'. ONE COURTHOUSE SQUARE CARLISLE PA 17013 " t'" ~.'tJ 17013-33<12 02 l,nlll.,,IIl.nll,II,.II,,,II.,.II,I.l,n.I.1Il1l1l1l11l101l1 , .. '......... -...-. .. - .,,".- "'ff'" .0--___._...'.._..... . ...".,-.-----~ -- ' ',--'-".--" ~. .', .' .. " . ,r,"L;~:}:--..~ .! I ~ " " ,. -, ~ \, r ,. I . " j i "'-4 ... -.: ~- t> ., ',.. ,'. I { I , -,'1 . , 117"~'~"fi.'. ..t:"'"I:A>=''''.....~....''''''~..v~...'~:''r''''.i''~1 -"--"..r-.~"........1 ~, I. , ..\.. . r I' , '..if r , ." r · .. . .. , ! ," . ' , ; '. . . . -j r.. I . .. .\ d ,1' . ,. ~ :, , , , " " .,;, .,~ , .1 8RUC1: D. DAOLrr TtRfn'R.BC:ll58lRr AlAN A. BOYH'ON.JIA. """L_ AOOtRT 101. CHtARY WlL.1JN.4 A. CHlSHUn Do\VlD D. DISNEY IoICH.AD.A. DOCtI'ON tLllAKTH A. DOUOH[RTY HNWr:V "R(.tDr:NotRO .JN4ES L 'RITZ "MNCISD.HMI.JIA w.J[,.rm JNotQUHEAU IoIICHAtL O. .JAAtoWi MVlDIoI,MlD"f'INOI:A bERNAADA.I..ADlJ!WILa.JR. _._. '_ _ ...._,.__... .-4.. McNEES, WALLACE & NURICK ATTORNEYS AT LAW Dl:LAHOIoI.LNHI RlCHAAOR. urMR MVlDI:.LtHw.H CLYDl:W.IolcINrmt ,.RANIWN A, MIU:B. JR AOOCm A.1oI1L1.D .'[PH[NA.MOCJA[ H[RIKRT It, NU""K JOHH a. onl:A TlMO'Hl'J.,.,.I1IEA GAR't'A.Rlnr:A r:tMAAOw.norHw.H MHAS'tvlNtICADUTO .. fKRNE aMI'H ROOr:RT D. sn:ra RlCHAROW.STtvrN5ON 100 PINE: STRE:E:T P. O. BOX IIse HARRISBURG. PA 17108'IIBB TtLtPHOHlI7171232.0000 r",,17171237'B300 PlANt M. ,0KASfSK't (YoVlD 101, WAns, .lA, S'tvLN J. W(1NQ,t,Rf[N NLALS.MJlT HORMAN I. wtmt GAn'l",Yt.NtI.OWSI<l W'Il.l.Wo4 M, YOUNG. JR. OF taJl<SO, nour:m H, GfIl5WO.D !lAMU[L A. !CHRlCMCH<WJ5T. JR. [RlCN,"'HE:Y JONA'HAHC.Br:RR'r BAtlTD (YoWl ........es P. DIANOlLO """"(5 p, DOUOHtRn' ",,'HLEtHA.DUNtT ROOtAT J. OODUTO Geon A. GOULD December 7, 1994 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 In re: Estate of Herbert J. Storbeck Our File No: 16717-0001 Date of Death: September 9, 1994 County File No: 1994-0870 Dear Madam: P. NICHCllAS OUAAHt.&CHtW ROOCAT 0, HM5 ORlAN ,. JACK50N DONAlD B KAUrlolAH MICHAtL A. tl.ClUY ptT[R'.KRlCU: .JAMesw. KlITZ CANLU: C. MARtON 5HAAON R. PMTON CHUClHO H. PHAM ~THAHH.RUDD CAAOLA.S'VNOOR CA'H[RlH[[.WA&.'CRS LJovmcNCt A. W'ItD[R Dl:PAlCKP.w.UW4SOH This firm represents Dorothy E. storbeck, Executor of the Estate of Herbert J. Storbeck, who passed away December 9, 1994. Enclosed at this time is Mrs. Storbeck's personal check in the amount of $5,130 representing a payment on the inheritance tax. This payment was calculated as follows: $180,000 @ 3% Less 5% discount $5,400.00 270.00 , . Please issue your receipt covering this payment. $5,130.00 1:_ CJR/ck Ene. Very truly yours, ~T~ Estates and Trusts Paralegal ,.. -, . l :..J :.)() cc Dorothy E. Storbeck _---1.__....--.. ........ "~_ , ~... l c j, .. . COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE *' BUREAU OF INDIVIDUAL TAKES INHERITANCE TAX DIVISION DEPT. Zl0601 HARRISBURG, PA 17121.0601 NOTICE OF INHERITANCE TAK APPRAISEHENT, AtLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAK IINI4IU''''II.'', JOHN S KOSTUKOVICH STE 401 3607 ROSEHONT AVE CAHP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 10-13-97 STORBECK 09-09-94 21 94-0870 CUMBERLAND 101 "..ount R...1tt.d HERBERT J ?.!l_T ALP~.~_!_'!~!~U:!~.!L. ~, . !lETA.IN..lO.~ER .,t1~,~-7 HAKE CHECK PAYABLE AND REHIT PAYMENT REGISTER OF WILLS CUHBERLAND CD COURT HOUSE CARLISLE, PA 17013 P~RT~O~ FOR YOUR RECORDS ... TOl ."i"-:" ';:'.'; . "~. ",' .' . r, ,.J, I .....,-, ,.\ I . r. . ..',..t " . ,. ,. 't " ... . . 'I 1 t, " ;1 " ~~ >;, " 0;' -')0 ,! I '" - ~ " .., "... --,' "~. ..----' ,. --'_--"7,-~_H~_ ~.lF ..~-.. r-. . ' .; "'."-:2-,' , --..- -.....-.'.-... PUREAU OF INOIVIOUAL TAKES INHERITANCE TAX DIVISION DEPT. zaa6Dl HARRISBURG, PA 11128-D6Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT *' , ., . Uf.lIUU."tu.m JOHN S KOSTUKOVICH STE 401 3607 ROSEMONT AVE CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-02-97 STORBECK 09-09-94 21 94-0870 CUMBERLAND 101 Atnount R."Uhd HERBERT J -f~ 'd~~~tJ/~ ~~IIYtf/'J7 t-:'- ~ ; . \ Jj ,..-64 C!' . ..#,...1..-.~ ' NOTEI To in.ur. prop.r cr.dit to your .ccount, .ub.it th. upp.r portion of tht. for. with your t.. p.y..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 41 , )., ~-7 MAKE CHECK PAYABLE AND REMIT PAYMENT TOt REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 .,. ' , ..,_....,.~..)\.4':: , A,l '\ , ' f' ,. ".'- ! ..\ I r. , \' .1 jt '. . , . . '. , "1\ " , ~ .. . ol . t .i -. ',<If :0' " ~" ." _,I I .. , . . " ..... '..' .~ '" _.. 0_. .._--~ ~-,:::,_",---:',-""""""~JI ~ "''('I?~f q....,.. " -..- ..,...,-~.- \ I I' I ! , l t I ~ \ I I . I i \ , \ I \ . ~ R I .. i i I 0 I i \ i I . \ I , \ I i 1 , " \ "..:--'.,.....-...-'-, ....~-.. i .. . ~ i P 6 i if 3 1 " a ; ! . . - ~ , ! . :' .. 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'C:--:a... . 0 C'l '0-1 ,jJ ID 1-4 '11I,:l0 ::l !!!~ eIl~ ~. '~'iii .'.... - ..r-t o ,jJ 1-4 m PIg. ~ Oell~_ tJc::l...._ 0-1 o <D' o I co N .-I r-- , .-I . ',' :'-' c', ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent 1_l\~\\~T ;r. C:::::IU~Q)::{\~" Date of Death: ,~ \ I l~ \qqy-~o ~ Will No. 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 't No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No, 1 is Yes, state the following: a, Did the personal r)presentative file a final account with the Court? Yes No . b. The separate Orphans' Court No, (if any) for the personal representative's account iSI c. Did the personal representative state an account informally to the parties in interest? Yes X No 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. \dD~ ~IlJA Signature ~,~tet~ , .22 .._. . . 'J. ....,: Address ~H~ 1106"'.6" Rl E5 ..::: t, . ,,1 '0 ~ c l-J\ S!:! :=J UU .oD) 2~~'i- h ~:2.:7 Te 1. No. \..' ',; ll.ICI; 0: Capacity: ~~sonal Representative ~ ~~~l for personal -'-'I\:epresentative (MAH I rmfl AM3)