Loading...
HomeMy WebLinkAbout94-01051 .\ d'l q. " '.' ,'" .'!', ., ~ "I' .",.'-'- .' ,. ,'\ ,fl';:", 1'" L..---- PETITION "'OR PRODA 1'1<: and GRANT OF LETTERS No. _____~I::_tJ!L__::::...J () a To: Estate of _ HOIlIi,H'I' 1~.._X~!.Ii!~_.__ -..-_ a/so known a.1 _____________..______________ __________________.. _____.m Register of Wills for the ._______._____. /)('('fI/.Il'II. Couuty of Cumbel'lnnd In the Socia/ Security No. ---1.Q.4.:1.il.::l!i5..Q......___ COllllllonweahh of Pennsylvania The petition of the undcrslgncd rcspcctfully rcprcscnts thnt: Your petilloncr(s), who Is/nrc IR ycnrs of ugc or oldcr un thc cxccUlJlDi In the last will of thc abovc dccedent, dutcd _____ M1...CLI1.'-;,t 29, and codlcll(s) dated ______________________ n/,1 _..Rot.e:_12oced~~nl~.l! wU.f~_.m:.l'd(l.<.;('ilfWd l1im on oct.obor 1.5, 1992. named ,19-1L (stille rclc't'lIl1t d,,:mmllIllCl:'i, c.g. fCIIUlh:lutlol1, dealh or e~eclll()r, elc.) De~endent was domiciled nt denth In Cumbo r 1 ,1 nd __ County, Pennsylvania, with h 1 s. last fumlly or prlnclpul rcsidencc Ul 3 COI,lI1 try s i do Dr! ve , Boil1nq Spl'l~L~I007, South Mlddll!t.on 'I'ownshlp, P^ (Ihl strcct, Ilumhcr 11m) Il1U1H:lralltYI Deccndent, then 66 ycnrs of ugc, died December 6, ,19 94 M ~ Exeeptns follows, deccdcnt did not murry, wus not dlvorccd und did not have a child born or adopted aftcr cxccutlon of thc will orrcrcd for prohate: wus not the victim of a killing and was never adjudicated Incompctent: Deccndent at dcath uwned property with estlmutcd valucs as follows: (If domiciled In Pa.) All personnl propcrty (If not domicllcd In Pa.) Personal property In Pcnnsylvanla (If not domlcllcd In Pa.) Pcrsonul property In County Value of rcal cstate In Pcnnsylvunla siluated as follows:) Countryside Dri~~oi 1 inq $ 75,000.00 $ $ $ 90 OOU.OO Sprinqs, ~^ 17007 WHEREFORE, pelltloncr(s) rcspcctfully rcqucst(s) thc probate of the last will and codlcll(s) prescntcd hercwlth and the grant of lellcrs tes t.amenta ry thcron. (lcslumCllllUYi admlnlwlulon C.1.8,j adm~nlslratlon d.h.n.C,I...) - t Av~(..4. ~I Kirk william Filer 19 ] 1 0 1 C,I1lru;lllLE!.ill.:a. D d v C ':l'~ Mn('!hrlnirQb.w:g4- P^ '7or;r; ll'~ 30 ~ Iii t.,~~-P~L- 'Keith Robert Filer _ 308 Reading Road ----5hi ppen<;hllrq I "^ 17?S7 OATH OF PERSONAL REPRESENTATIVE COMMONWEAJ,TH 011 PENNsnv ANIA } I:lS COUNTY OF CU~IIH:RL^ND Thc petltloner(s) above-named swear(s) or nfflrm(s) that the slatemcnts In the forcgolng petition are truc und corrcClto thc bcsl of the I:nowlcdge nnd helieI' of petltloncr(s) and that as personal represen. tatlvc(s) of thc ubovc decedcnt pClitloner(s) will wellund truly ndmlnlslcr thc ate according to law. Sworn to ~r nfflrmcd nnd subscribed ~_ <Ke ~'=~ 0.. ,-k - .' - ~ beforc mc tluf. _____B.ItL__~ day of - :~kLL1Llillbe.r.L" ow I ~~~E@}'6R---~..--LI(I9"'$h:'" .. ---. - .\- -'-(;iLc.p.t.J 1Ll!..~,,'ftJ..!/.J.('JZlI . -k \'J. . - .,' r - MARY C. LE-wi-s ---- ReRi:ster ~_~<~i~~.2l>~ ~ I/' ./ - \,..) -, -:.; '" , LAST WILL ANV TESTAMENT I, ROBERT W. FILER, 06 R, V. 7, Bo.LUng SplLi.ng~, CwnbeJl.f.and Coun.ty, Pennby.tvan,La, bung 06 ~ound mind, memOll.y and undw.tIllICUng,do make, pubU6h and dec1tvt.e .tIU6 a.\ and 601l. my .ta.\.t Will and Te6.tamen.t, hvr.e- by IU!.vo/Ung Md malullg vo.i.d allY and aU. o.thvr. W.iU1, hy me a.t ilnyti.me hvte.t060M. made. FIRST, I cUltect .tha.t aU. my'juo.t deb.to, expen.6eA, ilnd .<.nheJUtance .taW. ~ha.U be pcUd by my Ex ecu.tJUx., hvr.eina6.teJr. named, a.\ ~oon M milY be convenien.t a6.tvr. my deceMe. SECONV, AU .the 1Le6.t, 1Le6.<.due ilnd lLenlcUnde.l!. 06 my e6.ta.te, ILeal and pe46onal, I g.<.ve, dev.<.&e and bequeath .to my WL6e, ANNA J. FILER. THIRV, In.the evet~ my W'<'6e, ANNA J. FILER, ~hou.td 6a<..t to ~UI!.v.<.ve me, I g.<.ve, dev,ue and bequea.th a.U 06 my e6tate, ILeal. and pe46onal, .<.n equal ~hMe6, to my 60Uow.i.ng named clU.tcllLenl KEITH ROBERT FILER and KIRK WILL1AM FILER. FOURTH, I nominate, cO/l-6.tU:u.te and appo.<.n.t my W.<.6e, ANNA J. FILER, a.\ Ex.ec.u.tJUx. 06 my e6.ta.teand .<.n .the even-t .6he plLedec.ea.\e6 me, Oft..<.& unab.te OIl. unw,UUng .to ~o act, I nominate, COn6.tU:u.te and appoblt KEITH ROBERT FILER and KIRK WILLIAM FILER, a.\ AUWlate Ex.ec.u.tolLll, to ~e.I!.ve w.Lthou.t Bond. IN WITNESS WHEREOF, I have heJr.eUll-to ~ e.t my hil/ld and Hal .to .th.L6 my LM.t Will and Te6.tamen.t, on the '/ /\ -J., da.y 06 / I_I. c, ,..,\ .' 7977. ) ) - 6 (,I;, of i - i/, , - R Bf:.KI W. FILER (SEAL) S.i.gned, pubU6hed and dec.tMed by the Te6tatOll., ROBERT W. FILER, M a.nd 601!. IUA LM:t Will and Te6.tamen.t .<.n the plLe6enc.e 06 Uh, who have, lit IUA .<.11 .the plLe6 ence. 06 the T e6UtolL, lLeque6.t, ~.i.!ll1ed .th..W Will M W.Ltl1e.M e6 , ROBERT W. FILER, and 06 each otheJr., ); " 'At'<: 1 _/( r J"" U' I ~-) .? // - I', ..... i'~' .' ) I),' / (. I l I.' f I) ,~. ! ,. J . .' , I WITNESS I WITNESS: -, " .:' 'I, : " (, " ," " t .1; ~.I~, ',-. " ,1. i .',"!' .,/i ,<"t, ',', l)',;;":" ',II , " -p' "",:',\ ::" '''r:/,:-: \., " ,r' ,I, O. " "I' ".:,'i_l, ' I ' , .'d:,)::(i::;\i:';i!~: 'n,' " 'j',;'" " : '1':" -, ,t ':'~~: :;'!;:: ~; '''),- ;, : ',I)~-t; ::/ ,',' "",;,,:;:;,:::::,',::-\,:~-',:' ,\'i)~' , ' j,' . :}:.:" ~: :'.1 I'd t, " l,/Il' j' '\1" , :'" i':,:~'~i:,:;i l' . ;",:,,'0\\1 '. "I '. 1- F 1,:...._ " ';. ~ '. ;i ;',1 ,,' I' \ - J .-,,'~ ,-' qt1';,'~ /'\1 ,~' ~.. ;.' ,I;' ; ':: .I . I" \ . "~I"~ I, ,,_:,.'/:.":~'i'.~.)l!.~j~ " ": . , _ ,,:, .'~,':; :,1'_'_': ': ,__'i~/-l f ' ' 11,.\"- 'j' ~l tl\.;:~'I.,\!-'-,:.:i,;~-~-'" \,'r!~'" ,'" 'I -It 1,:,:I!\:,\~:t/;'l(/J.i;'il\\~lh ," , ~' '"," _ _, _: '" "",,,..',,r..:'-'f~i.4~ ' , .' ""..""",,,,;,,,,,1 ,,,' ",1'1 \,, ';' d'ft.,I"~'"r.;;,~1';/'~~j<~,,:l . I , 1-' ,>. ~,,, ...'1",) I I' ,:. 1 1_ '," ," I ' ", I , /1"',\1 ," l")"\"'~ .. ' I"" 't' (,"-JI . ,h' ~>'h'.(.-"Il'';:)~' " '"' ,.. 1"" 1(/f'fi' ; " "t ",' ,,~f '. j~' 'il:i<~'i '~'''m''.J.;:j 'I' ,t' " I'" ('1"'" t.~,~)',.:>,-h;~ ~'~ " , ',! ' ,I~~,' \ 'I .. \ i \ \'J~.,~,t',\ . ,',-Ii l.-l/l ") , : Il"~''\? \~' .,~{ .1';'1' , ',i. ,.-\ '_'I/,"'1),:,\lI','Jl\i',>!:11Whl~'~ <,}- 'j' " .1' ~ l-.lt.., 141,1< ,,:t II , ' :, 'j', '", :,." .~: ':I~\':~"~:~tij~,~.~~\tl~:; ~ " ",' ",,:,"d'I""'""'-II~ ',' " " < ',I' ',/ ,. -~.I~ll)" 1 'H,_, ,,' ','.'. " II,.' ,,1.,,1111') :1'~' -"" .." J., 'I' I ~ ,t_ 11 , , '''fl'''I\\ I, ,11'/,/ "" ""I\"""'li)""';."";g""'I'~ll ,,' ,I' . JI' ,,' . [lit' 1"'11,",.",' l\'l ' "." \ '.\' 'Il ,,:,,"';:'," f"'.J,,)h')~\.l'l , " , ",,' ,I' L " ,<. .M j~I1J' J l' " j;' .1~T .: \ ","fI',I'Y\'t\\ '\(l',~ ,\ I," ,t "I r. ,1" l>j..~~.jtit'1~; ~ -,1' ", ,It' ~ _, '" :,,'I,.},::!~h~.'~T'tttll t ",' ' ' ,_ ;\,'N~,1"~,'~' . 1 ' \,~I ~'N~'l~)rl~' , , "" '\r,;:'1\":~'1'j'." -, . It, \r..l.'i-f t.~~(t,"1l . 1 ""I rr'l1!t:I' 'li';l L' __ 1,:-.,: i.' 1.'," .-ll- . 1 '~l._' -" I"""':'; \),,_1 -,,1,,- ".'1\'1' ,~, f y ,I, "t.l,.<i . , ',' f.:' l \~,"_\ 'T~' .I';,{i' ':'\'''~ ' '._,_' (,OJ 11""';0)1- .',_,l\,a~l., 'iI"" '- '''''f!IL,.,,,,'''' I ",:~;" ,'t:':._-" ,:,.".f,,_I_~r.~,',(Jt,i~ " 'I;',!:)' ,;, "J: "-.'~i{1;/f}1~'I'\tl .:' ":j'-,',\ ".'P'\'."~:'l~:! "~I' '",I". ,:,,~:. :,,'~'\l,\I'J~;' II, ,II'" . 1 ,',-,'I"(',4",,,;{t.. ! ) ,,o I ," r-, '_1 j,'I,,(,l,~,'iJj ~ ,i. ' d;,l"';" -: . ,,;, ~ " ".it!.~I' ,...I,l f .' _ .,,:,\.,::,;\,'.II"-,I.J I', .""~iil\:!i~l!t \~; , /1 . ~':J " '\ " " , " , "il' " , -,''' 'I;"~ " i, " ," I ~ ','I" ,,' 'I ,,' ,.j, ,,' "1 ',:, .,', ,j' ':':' , " , ',,1', .,i (' ,,' 'I'::' j , ~',,", , ,r~ " : " " ""1 " '.' ".':/' \,,':' "" " " " ' ':,l,-i"\-j;, ""-,, , I" '; \, " .Ii, " ;" FJ."'ll flll"1 ',I, '. -'j' , '1'" , ',', 1 'I ~' ' , ',' I \,',1':,' " .:, ': j'~ ~~-'~~: , "" ,I', .. ' , ~ , "'i' ,,'1\; /", ,', "I" I'"~ " 'II" ,,, Ii, " ,'i' , " , "I_I' ,,' /,' " " "',, I, ," '::' 1 .' ,', ,', " " , " "1\': ..' , , I' ~, ,1\ ,I' .-': " ,: ,r ~ "'1 " " l~ "8,t:, ):t~-~i' ,,:':i,/"S,'~ ""g' .':1" , ",' " "" ", I" ',.. .'1, ',,' " ~ ' ' ".\',. :,1' " " :' ,- !"d' ,/ ';1 , , ,~ ':', 1"',,1' " l:'i: .1," ';,' ,1'1' " ", ':', '" -, ", ' ,", :" " ". " "I 'i, 1,", ," .,', ',:'\ :" ,,' " ._"1' , ,,' ,', :,:,! '"" "'" " ,I;;: ,,'i.-, ",'- ",( , ,1:1;'" , 1"'/"1 "~I' . , t'" ,., ,1 l/;~:.' T "" ',t,' f',' " , I: " I,;,,; " " ',\ "I' :,'\ ," 'j,"'; , .:;~ '1' .,-, "I 'I.' ','1', . , ,'.", ,)1.. " ,/ ',' .-;' "t ~- , . ' t, " ""'1.1' / ' '" ',t " "', Ii,'!, :1" . j/' \, -,;; ':1 " 1,'1 j ."~, :.. " ,: ",--:' ," " , , i"i. '"" ",1'" ",' ',1;,,_\', ,'.'," ;'", I' ':,',' ',", " ' " ,,-:1: I,' ,,' 'I \ , . '\ " .' IE.. CERTIFICATION OF NOTICE UNDER RULE 5.~ Name of Decedentl Robert W. Filer Date of Deathl Will No. 21-94-1051 December 6. 1994 Admin. No, To the Registers I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on ot mailed to the following beneficiaries of the above-captioned estate on January 2, 1995 I Name Keith R. Filer Kirk W. Filer Address 308 Readinq Road, Shippensburq, pA 17257 1101 Grandia Flora Drive, Mechanicsburg, PA 17055 Notice has now been given to all per~ons entitled thereto under Rule 5.6(a) except none Datel 1/ '1195 0 \~!;( - :'i O.sa :)0.: C7\ 0 ~~ ;= co:: , ~ 1,-; (. s: iF', 0'\ .-,U C:'':':l , I , '. '~', " ~ L \110.1 I;, TI ;;l; '. , I.. .~,~ .j ,'jJ 8Ul ~. .1.1 ~Ci. ~ .' E ~8 clr~1?5~~ /J/ Signature / '4 Name Dale F. Shughart, Jr. Address 28 South pitt Street Carlisle.P^ 17013 Te1ephone1211 249-8300 CapacitYI Personal Representative Counsel for personal representative x . "',.' ,--." COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J 55: Keith H. l'ilerlllil'k W. Filet. --.--_________.__.'::.!:.L~~___"___.___~ _.__._._._____________,____.._ baing duly ____sworn_.__ .,ccording to I,\w, dopo,ol and laYI that thoY__arIiL_ll1Q.._________ ____________._ __. Executors___________,____________._ a' Iho E.hto 01 ....J~QIX!rlJ:!.. FihL___..__________._____ 1.10 01 __Sol~J:h l1t.C!4JclQO__'i'Q\'i'XibjJ?J ...._ ________, Cumborl.nd Counly. Pa" docoasod and Ihal tho within is .n invonlory mado by ___...l{citlIJi...filerjKirlLW...EiJ 01.:______, Iho \ald._Executors______...... 01 II.. .ntiro 011.10 01 laid docodent, considing a' .11 tho personal proporly and roal el'ato, oxcopt roal olhto outsldo .1.0 Commonw.olth 01 rennlylvanl.. and that the figural opposlto .ach Itom 01 tho Inventory roprolon' it', lair valuo alaI Iho data 01 docodont'. doath, .J ' () ,0 ' , I\l :t l\\ ,1;:,0...... ' S\\\:)rn and ,ub.cribod boloro mo. ,A.M~:____________,__.._-=_ ^u9Ust "5 \ 95 hoe,'., XXlIo/{;l(Nlnlll, Keith R. FIler . n---.-- 19 --.--- Kirk W. I;'i leI' \''J \.A' ll.o...QJ..(j ~ ~tU-<.... __.J.QJ)J~ea(1iJJg.lh'IiL-.---_-_------ __ ._. NOTARIAL SEAL MICHAEL R, RUNDlE. NOTARY PUILIC IlORO Of CARLISLE, CUlolBERLANO COllll1Y MY COMMISSION EXPIlIES OECEMBER 20, 1998 Shippensburg,P'" 17257 Addu II l)ale 01 DOdlh .______ 6Ul ______....________..._[)2c_~l])l?'!r O'Y ~i.nlh 1994 Vu, INSTRUCTIONS I. An Invonlery mUll bo lIIed within three month. .ltor appointmenl 01 porlon.1 reprosonlativo. 2. __ A supplomenl Invontory mUlt bo Illed within thirty days 01 dlscovory 01 addlllonal ..,Nil 3. Addillonal Iheoh may bo attachod as to pDrlona/ty or roalty 4. Sea Articl. IV, Flduclarl.c Acl of 1949, . \f"I I"~ :rJ "r.1 In ',.J f'.~l , " I UI " ,-' \1.' ." ..i .~ " '~1 m o. :~ r.: ~ .,; w . ~ ~ ~ .... e .. w 0( 0 . n. 1- 4-' u 0 0 OJ' Q) . . w w 0 '" ~ J: IX: ..., .. . l- n. '0 n. c Z .... , ..J U. '0 .; ~ U. ..J j) 0 W ~ n. 0 W 0 0( i: :l: > Z ~ rl 0( Z 0 '.; fj c '0 r~ " - v, Z ~ 0 0 ~ U Z 0( , w :~ ... n. ." ~ C .. .~ -;: '~I 0 . .n ." .W . r: (l;1 .. .! 0 .. " 0 ,,J U u: to INVENTORY OF THE REAL AND PERSONAL ESTATE OF' ROBERT W. FILER, DECEASED REAL PROPERTY Tract of land improved with ranch style dwelling situate in South Middleton Township, Cumberland County, known as 3 countryside Drive, Boiling Springs, PA 17007. Deed reference: Book "K", Vol. 21, Page 21. Tax Parcel # 40-28-2100-136. Value based upon actual sale price. Copies of Deed and Settlement sheet attached. Total - 119,900.00 PERSONAL PROPERTY 9. 10. 11. 12. 13. 14. 15. 16. 1. One, $500 Series EE U.S. savings Bond issued 07/90 #D27180023EE. One, $25 Series E U.S. savings Bond issued 12/68 #Q2373516744E. Bell Atlantic, 12.545 shares of common stock at $49.9375 ATT, 33.796 shares of common stock at $47.75 AIR TOUCH COMMUNICATION, 13 shares common stock at $16.6875 Bell South, 17.2174 shares of oommon stock at 52.15 Paoifio Telesis, 14.2144 shares oommon stook at 29 U.S. West, 14.435 shares common stock at 35.50 Southwestern Bell, 22.827 shares at 41.00625 NYNEX, 16.061 shares common stook at 36.875 Ameritech, 22.583 shares common stock at 39.125 1989 Buick Skylark automobile, valued based upon appraisal of Roy Gottshall, auctioneer, attached. Personal property distributed, in kind, value based upon appraisal of Roy Gottshall, auctioneer, attached Household goods, furnishings and 1989 Buiok station wagon , value-actual sale price at auction. PNC Bank, Checking Aocount 5080136065 Prinoipal Interest PNC Bank, certifioate of Deposit 1773220175592 Prinoipal Interest 2. 3. 4. 5. 6. 7. 8. 310.60 113.25 626.47 1,613.76 216.94 897.89 412.22 512.44 937.33 592.25 883.56 3,800.00 1,900.00 5,891.00 6,208.50 6.33 1,004.46 4.46 01/a~/95 w Fowl.r, Addam., Shughart , Rundle, r.iabur....nt ot oa.h advance I I Regi.t.r ot Willi, Short Certiticate. Cumberland Law Journal, Adverti.e Letters The Sentinel, Advertise Letters 02/01/95 - Amerit.ch, tee ,02/01/95 U.S. West, fee 02/01/95 - B8ll Atlantic, fee 02/01/95 - Bell South, fee 02/01/95 - Pacific Telesis, fee 02/01/95 - AT'T, tee 02/15/95 - Exxon, credit card 02/15/95 - united ot PA, phone 03/02/95 - Met Ed, electric 03/02/95 - Register ot Wills, agent estimated inheritance taxes 03/02/95 - Roy Gottshall, appraisal 03/04/95 - vital Records, death certificate 03/09/95 - Dauphin Deposit, services charge 03/13/95 - United ot PA, phone 03/13/95 - Capital Tax Collection Bureau, 1994 income taxes 03/13/95 - Shellham8r , Co., tax preparation 03/13/95 - Postmaster, stamps 03/13/95 - Lititz Mutual Insurance Co. homeowners insurance 03/30/95 - Met Ed, electric 04/10/95 - Dauphin Deposit, service charge 04/24/95 - united ot PA, phone 04/25/95 - AT'T, tees 04/25/95 - Legg Mason, fees and commissions 04/27/95 - South Middleton TownShip Authority sewer and water - Ameritech, fees and commission - ROY Gottshall, auctioneer fees and expenses - Southwestern Bell, fee - Bell South, fee - Paoific TOlesis, ree - Bell South, tee - Met Ed, eleotrio - Bell Atlantio, f~e - Paoific Telesis, fee - united of PA, phone - BFI Waste Management, trash removal ' - Met Ed, eleotrio 04/28/95 04/28/95 04/28/95 05/01/95 05/01/95 05/10/95 01/11/95 05/12/95 05/12/95 OS/25/95 OS/25/95 OS/25/95 30.00 40.00 72.20 -5- 142.20. 1.00 1.00 1.00 .01 1.tlO 1.00 41.87 54.36 110.00 5,000.00 30.00 12.00 6.00 52.07 4.30 130.00 10.1s 61.00 117.27 6.00 60.91 2.40 148.57 99.00 7.30 1,693.50 5.00 .01 1;00 5.00 73.21 5.00 6.00 52.85 39.S4 . 34.46 " PRINCIPAL DISBURSEMENT TO BENEFICIARIES. , TOI Keith R. Filer 4/20/95-1989 Buick Sedan 4/20/95-MiI0. furniture TOI Kirk W. Filer 4/20/95-Milo. furniture 1/12/96-Caah 3,800.00 1.460.00 5,260.00 450.00 4.810.00 5.260.00 TOTAL DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES PRINCIPAL BALANCE FOR DISTRIBUTION. ~ ~ RECE!PTS OF INCOME Inter.at and Dividends 12/22/94 - Final interest, PNC oheoking aocount 4.42 12/22/94 - Final interest, Mellon savings account 1.25 01/10/95 - Interest, Dauphin Deposit estate cheoking acct. 5.04 02/01/95 - Dividend, Bell South 11. 88 02/01/95 - Dividend, Paoifio Telesis 7.75 02/01/95 - Dividend, Bell Atlantic 7.66 02/01/95 - Dividend, AT'T 11.14 02/01/95 - Dividend, Ameritech 10.29 02/01/95 - Dividend, NYNEX 9.48 02/01/95 - Dividend, U.S. West 7.73 02/01/95 - Dividend, Southwestern Bell 9.02 02/07/95 - Interest, estate cheoking 6,33 03/09/95 - Interest, estate checking 7.54 04/10/95 - Interest, estate cheoking .54 05/01/95 - Dividend, Bell South 12.02 05/01/95 - Dividend, Pacific Telesis 7.87 05/01/95 - Dividend, Bell Atlantic 8.88 05/01/95 - Dividend, AT'T 11. 21 05/01/95 - Dividend, Amllritech 11.41 05/01/96 - Dividend, NYNEX 9.63 05/01/95 - Dividend, US West 7.82 05/01/95 - Dividend, Southwestern Bell 9.51 05/09/95 - Interest, estate CheCking 2.36., 06/09/95 - Interest, estate checking 60.51 07/11/95 - Interest, estate checking 183.88 08/09/95 - Interest, estate checking 144.19 09/11/95 - Interest, estate checking 163.05 9/12/95 - Interest, PNC C.D. 44.86 09/18/95 - Interest, $500 EE U.S. savings Bond 17.89 -7- '.,/ ,,"! ", , , " I, " , "\'" , ..' .. \j " I; ,'~ ' , , ~ ' 'I" :1,),:_:,,',',,;\1: 1 " ,'111'i'.", ,f\1 'I' , ': ~ i,.'.' . "":,j , , .,;: :':"',.,\ ": "d',!'".1 ill' ;,.t,., i ',rl'l \ "',;,' ',;':'i:',:','::;:,( ~ I:::;,~,}r" '" " j!",:,""J-\I;-t'l~J'''I) ,i.., \""""""",,\, ,,',11','1' 'd' ," , ., '::, :,'.':. ;-;,1,'('." \:' ':."'~Jt 1.'111 'I '; I" ",""", I:"~ I, 'i \. 'I" ~\\j.<;..'I~{'f I, , \1,.1 j' ,\ ,~;, '.'\I,J!.!1f '! If" , :1 ,,' .', \ I I 'I', 1\' ,\,' .I, II' 'j ~I ~ I. , , , ;, I rll~4\~\~.~, " '~I~I:\'~J!::.)!;;~,,~"b'liiN : 1 ,j,J" ,II ;.'l,f) .....,- ',I"I'T: ' ! " 1,'",,',.', ["", ,II};, 1" \ !Ii' \ \"~ ~1 1\:,... .~l.,,\, '! I 1\, '1\'; I" 'i.,",flll '1'mt 1.1 ' ~'t' ' ~ 1,1\ '".d 'l,(~' H--.I' c" ,.. 1'1 : ,I'~""'I ~','! 11:1;'I~I"'1'i'~I,t{l" '" l' " L \ ," "', ~l';( ,.' " \L :.:\1 : ,:.aI, \ ;, '~/~\'},r;! ';)"1 ' 'I', . L L {' , '" . \ " , ,(, j'd'! t "}~\ .)~ ~';',. 'r" 11\<" l;'~ I ,: ~~' ~(~;J"; l{-"\I:\jl'~~~:~'\f,tf i,,,I,, f,"i/' " '}jj', ;m'~ \'.'I,';rJk ,,1Z,~'1:~\l '''. f' I 1 '1"" \ ~I\, (:,\ . ~d~ )', i,', " 1 I "fJy.;tll ' <, ~ j I'l\\~l..' ~:r11 ,.\', ~~ " I~:- ,.~1. .'\/' :I~~\: ,.j,{;J,~)f\,~t}~f> .." ':,:..,,',' ~1"L\".lI'. lo..~ l.fli....:~ljl11{,) " , f" t: I >1;' ) \ JjZ'I~,J! ~II" ", ',,' I ' , , \:l 'c, .Ij,"'" \', 't' 'f ! ~ ':-, ~ " II ',) '." ~ It ., ,,' " /" 1'I ('\, "It ~ dl~ j,t " '" "" '1'\" i' , , 'l' ). '''lk' ;~, I"" " 1',/.', ',',' I,.'-j,' I y,' .'1\." '. ," 'I,,' ~\"I\:" ''01)' ~1;'i1 II' j. "1/1. '. ' \' ,~, ..J ,; . " " 1.,,,'/'1, '1' I~' f\: '11";'j:\I~::<\~'~f;~lil:t\\'/ll1 '::';~~:'.",' ::~ \'~' ,,\l '''.! "':~\, I ';f.~~'\'.'~ITJi{ j ", , 'I).,' 1/' ~\" '~/I"')l\N ;1 \W\~\'~~ ;': ',I " !, ':; i ~~(-t:'/:,t\\~V~:;J\~!t~~,'~'i' ! \ ~ ' , ',.1 ':;' 'tt' ~. \ ' ~ I " I" J' ;', " '--"\:" /'(. "j II " " ,: " .' " \" " "1:.1' ,I' '\< .'\ , 'I: , r ~" , "I' .. ", I, ,'to '" I".,; , !', l\, I' \. ,,'. I ~, , ,\'t. " .,',\ '"~,I 'I; ,., ,I. ,; J'-",i:' ,I , , ,(.' " ii, I',' " ;,1", 'I," "'\,"'\(':' '. " " , " ','I -"---.- ,'" " ' , ,I )5-.4 --5 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILl.S COUNTrCOCE DECEDENT'S NA-..E(lAST, FIRST, AND -..IOOLE INITIAL) DECl;;OEN1'S COMPl [TE ADDRESS Filor Robort W. 3 Countrysldo Drivo SOCIAL SECURlrY NUMnER CATE OF OEAT" CATE OF OlllT" I\oll! fie Sprl ngs, PA 164-20-7656 12/06/94 03/09/28 REV. 1500 EX. r.'4) D2. Supplamenlal Relllrn o .., Fulure Interost Compromise (lor dales 01 daalh aile' 12,12-821 D 6, Decedent Diad Testate 0 7, Decodent MaIntained a Living Trust (ADach co y of WIIII_ (Auach a copy 01 T~u'l) . C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: o 0 NA-..E ~LETE MAILING ADDRESS RR N IcuMn D Dalo F. Shu hart, Jr. , Esqulro Fowlor, Addams, Shughart Cx Rundlo ~ ~ rElEPHONENllMBER 28 South Pitt Stroot - T 717 2/19-8300 Carl if;] 0 PA 17013 1, Real Eslale (Schedule AI 1 119,900.00 2. Slacks and Bonds (Schedule B) (2) 7,116,71 3, Closely Held Slack/Partnership Inle,.,1 (Schedule C) (3) 4. Mo,lgages and Not.s Rec.lvabl. (Schedule OJ (~) 5. Cash, Bank Deposils & Miscellaneous Parsonal Properly (Sch EI (5) 6, Jolnlly Owned P,operty (Schodulo FI (6) 7. T,ansl." (Schedule GI (Sch.dul. LI (7) a, Tolal O,oss Ass.,s (tolal Lines 1-7) 9, Funeral EICpenses, Administrative Costs, Miscellanoous Expenses (Sch.dule HI 10, Debts, Mortgage Llabililies, L1.ns (Schedule I) 11, Tolol DeducTions (tal. I Lines 9110) 12, Nel Value 01 ESlal. (Line 8 minus Line 11) 13. Cha,lIable and Governmenlal B.qu.sls (Schedul. J) 14, Nel Value Subjacllo Tax (L1no 12 minus Line 13) 15. Spousal Translers (fa, dales 01 dealh ah., 6-30-94) See Instructions for Applicable Porconlage on pago 2. (Include values Irom Schedule K 0' Sch.dule M,) 16. Amounl 01 Line 14 laxablo al 6'1. ,ale (Include valuesl,om Schedule K 0' Schedule M,) 17. Amounl 01 Line 14 lax.ble a115'1. 'ale (Include values Irom Schedu'" K 0' Schedule M,) la, P,lnclpall., due (Add lax from Line 15, 16 and 17,) 19, Qredlls/Sp Poverty Prior Paymenls Discounl . 5,000.00 t 263.16 20, II L1n. 1915 greale, Ihan Line 18, enler Ihe dill.,.nce on Line 20, This is Ihe OVERPAYMENT. [f] 0 ~k here If you III IIque.Ung I ,elund 01 you, overpayment] 21, II Line 181s grealer Ihan Line 19, .nl., Ih. diU."nea on LIne 21 This is Ih. TAX DUE, A, Enler the Inlarest on the balance due on Uno 21 A B, Enter lhe lolal 01 Line 21 and 21A on Line 21B This is Ih. BALANCE DUE, Makl Check PI able 10: R. iSle, 01 Wills, A enl ~ ~ BE SURE TO ANSWER ALL QUESTtONS ON PAGE 2 AND TO RECHECK MATH ~ ~ fpIN 10 pel ury, eea,. al 1.....111 '" urn, nc: nglCcornpinylll9lChedul'l.nd.I.llme'fiTi';"i'OOlolh.b..tolfTffknow~".'ndMIl.f,lll1tlUl, COfrttl.tldc~ltle. decll"lhalall r..1 ISlal. hll been ,.pafltd "' Irue markel 'l'llue. O.el'''lIon 01 prep"ltr olher lhln Ih. peflONI ,..pr...ntlllvt It b....-i c.naUlnforlNllon of whl~h p'fpa,er h...oy knoWkld~. SPATUQE OF,J\E~~R"PONSIOlE FOR F1l1NO RETUnN ,\..tA.H.. \0... 'f-J:fJli. ,_ ~\,0,~" SIONATURE OF PREFARER OTHER TH7 REPR SEN!ATIVE O /<). c~.J \., ,f~ ~,. CopyrIght (f) 1994 form 1011'0lil'" CPSYI'.ml,loc. C A ~ H C 0 E Ii C C 0 K K P S COM~F~iY.~W~8 %1fJk'll~~ANIA H^RRIS~~~~,~R~ he .060 I D E C g E ~ (IF AflPLlCABLEjSURVIVING SPOUSE'S NAME (LAST.FlAST AND MIDDLE INITIALl X 1, Original Relurn 4, limited Eslale R E C A P I T U L A T o N ~ C o M C I T o N Fon OATC3 OF DI;ATH AFTER 12'131191 CHECK HERE IF A SPOUSAL 0 .fQVfRTYCRfOIT IS CLA'-..ro FilE NUMBER 21-911-1051 YEAR NUMOEN 17007 CClunlv Cumborland SOCIAL seCURITY NU-"UER AMOUNT RECEIVED (SEE INsrRUCTIONS) U3, o 5, 1 B. Remainder Relurn (10' dales 01 death p,ior to 12-13-821 Fed".1 Estale Tax Relu,n Requl,.d Tolal Numb., of Saf. Oeposll Boxes 23 ,1,02.87 22,1139.29 (B) 172 ,858.87 (9) 31,985.91 (10) 827.73 (11) (12)- (13) (1~) 32,813.64 140,045.23 140,045.23 (15) 0.00 X 0,00 (16) 1110 ,0/15.23 X ,06 : 8,/,02.71 (17) 0.00 X ,15 : 0.00 (18) 8,402.71 IntereSI (19) (20) 5,263.16 0.00 (21) ( 21A) ( 21S) 3,139,55 0,00 3,139,55 Koith R. Fllor/Klrk W, Ftlor ~~.~.~!'.~~!!1.1L~O!~~....... _ _ _... _. _ _ _ _.. _.... ....... Sh I pponsbuq; , PA 172 5 7 Fowlor, Addams, Shuehart: Ex Rundlo 28 South Pitt Stroot ciiri i s'i~ " "PA" 'i 7ili':i . . - . . .. - . ... . . . .. .......... .. ~- .-- ,.....IIIIJltaea.~~~~ ~oICMm!Uobn(IN 1001" folio...... ',UJ,GO k) ',17.1,00 k) L SETTLEMENT CHAncES '" . ',IU,oo U',100,OO 101 m 70:1 70. CoIr'rMtlOnp.IdIIStllltmtnl m "'oU." Ib.lI., c..'uy at .un..." l'~~"" It., .. , ! ',l,1 "': .'t' : ' I "'f' ,,' ,It ",'f ' I .~ \ ','. 1\1 :llf lt~ i'l ':l: Nt)\tt. ~ n.JI~\Jll~I~''''' . i',;" 1 i<~:t , P.Id"'fom OOrrowtf'1 Fund... SltU.mfnl .~1I r'QfHo.2 PaklFrom m ......., runOt It 701 S."ltmenl 102 103 7,194.00 704 '00 (~Mt In,OOOOOl 'OI~ICtl.rg...llno"Oltv~hall: I,'~O.OO 101 LOIIlOriQ/NUonFH 1.00 "rUlMl'I TrulL COlllPany lf~:ilO.OO 101 102 lWll*COt.rlI ,00 " 0,00 802 IOJ ~"..lf" kl ht1MrI Trult. co~.ny :ilOa.oo.oo Il)4 Crt4ln.potl \Q 804 &IYt L,u:!f(.kU9fctlonf.. kl 005 1M t.4or'I;IgtltwurardAw'k;.llOnfH 10 80e 101 ~l.tI1'lIonf" to .01 804 Application r.. to ranMIrl Trult COD!Pany :il00. 00 eoe 809 In.plotton tll to 809 "0 Doauawnt pup'utiOD h. to 110 III tD 811 ~\!imi~:!iv.~;.f:.~-WJF.Ij!IK~~i\':c;.J~y,:!ttn~.!l\'~t.lm'\W~.sa~<<!M~ ~ POI 1n1'''11 From 31..Nay-515 10 Pffd.p ~I ~2 I.lOrlo'Ot IMuf.n/'A Pren'Nm ~ months 10 to:l ~lll'UfdlnWfancIPr'rrWvmrOf )Olrllo p.o.e, llO-J ~ ~"'IIo ~ ~S ~S 1;'''7;rur''''~'~Dli,w''ti!Ci W.Wo'1ilcl," '~m;'~'i\"i,'~':,"n ,T~ ";..:i:':U';"IOo't'I~i-:' 't:' '."'\'MAlY,;:;',. !1~,'~'<lIWO'M p~'''I\l''Ai,r,I~VII [11\QV ',J 1,"#,1'" 1* 1.~'l~~Jl(!!\._,l'!lk.. "''', ,'i'!,...J.\1ill""" ;s" 10, " ,~~,....I"L_, _'I'I.fI\QlI.\l\! .<MJM,,,',hl,.%Qq ~~'iI!\,~.'Y.t")(,, 0., ,. ,..... '" 100lllu,fd"Wlancl mol 0 ptfl'Mnlh 1001 1002 MOfIg'gllMllf.rw:. mos 0 PlffT'W)l1!h 1002 1001 City P/Oplrtt tu.. mol 0 f~..33 P'fmonth 0.00 1001 1004 COI,nfyP/OptrtytA,1ltI mot a p.rmonlh 100" l00~Mt'wJjlAu..smtlltt ~t, 0 Pelrronlh 1005 1000 (T'(Jt,O pel month 1000 1007 SU'ooolt..... mot. a Ull.01 PelfT'W)l1!h 0.00 1007 1008 ' (T'(Jt 0 fllltoorolh 1008 Fi.~1i'i':Oj;'lrgwmQ)f}!i~l,~\~Ip.lli\f\i'~)Y;\\};"'r~lj~'!~l~rnfij;?~ThUrlIIl~'!:.!i;,!!,J;J'lBl ,.,.,M6!l:r4 rW3'I:u.JJ~m 1(19 1101 S.nllmtnlOl'dOllng'" 10 1101 1102 Abtt/.ctofINN'/'th to 1102 1\01 TllltIJamlM1lon to \103 110-' n6.ns:..lll/'le.bIndt/ 10 11~ 110S~nlpl'pllI\Ion 10 liDS 1tOONolltyl... 10 1100 1 I07Anom'y'1 '''' 10 rrey ,'flhy/rowlllr, "MUll, Shughlft "I'undh 150.00 p,o.e, 1107 (IrdUOt,.bo....U.".nut!lbtll: lI00TIU.It\tUf"ne. 10 1106 (roud..lbo....n."..l\IJfT'Ibtr': 1109ltndtl'.Cot.f'QfI 1110 OwnfltCovtl'Q' 1111 1112 1113 &~~ilI'tTtMlItlliPli:ftQfY~~imlk~,.L 0Md 112.00 "'''1.,'''11.00 Ottd U ,191.00 Mqllg.Qt:' Ottd U,1t9.00 Mof\g.g.:f 1201 RlOOfdl.-.gI.": 1202 Cllykcool;l'lt.tTll.: 1200 Slal.LtrhlllTlll' '104 llOl ; Ra,..... f :~ :::/,."",:'/~:,..,,;""IH;i:;'.\', I~l~; ~ l:mPN41ntptct1on n 1:)0.1 Ctmtnl Tun au. lrom DonO'lrll/Stlltf "'" '''' "0' "l7 gilbertll Profe.,ional p.at Control '('", t::W:~i;J~llj~'I\I~IJj ~{!lj,(W{~:'~~lllfn'l('-'(}fi, r.f fit~ tt,vr: Iljl~:Y'~) "\l'~'\ T ll'.!~.,,, " '. " . " . ~', ' : ", {t~,.' . 7' I. J ;\,'lJ. II~.' '01 1':', ,,\ l J ' . I", ,.. .' " I ,\. . , , ., .,' " ,..._....l.......:.4..~~._..........__~ ..:..\:..~....~.w.J:...._..._,. 4 30.00 1,111.00 3,5".00 '''' 1110 1111 1112 1113 BWtiIIIIlm '''' 1m 1,lU,00 1201 llO< '''' ....1Il "" $!5.00 1302 "OJ ''''' llOl llOO llOl ..----....... ................ 1,.".00 ... " " " ' Tax Parcel No. 40-28-2100-136 TI-IIS DEED, ~lADE nine THE ;;}S~ay of May in thu year of our Lord one thousand hundred ninety-five (199!i). BF.TWEEN KEI'I'H ROBERT FILER and KIRK WnLI^M FILEH, Executors of the Estate of Hobert W. Filer, deceased, late of South Middleton Township, Cumberland county, Pennsylvania, Grantors, and JOSEPH W, BAIUC and BEULMI I, B^HIC, llusband and Wife, of. the same place, Grantees WITNESSETH, that in consid8ration of One Hundred Nineteen 1~ousand Nine Hundred ($119,900.00) ------------------- Dollars, in hand paid, the receipt whe~eof is l1ereby acknowledged, the said grantors do hereby grant and convey to the said grantees, their heirs and assigns as tena~ts by tl1e entireties. ALL that cert.ain tract of land situate together with the improvements thereon erected situate in South Middleton Township, Cumberland County, Pennsylvania, bounded and described pursuant to a survey by Tl10mas A. Neff, Registered Surveyor, on June 1, 1964; as follows: BEGINNING at a stake on the Southern side of a proposed street 33 feet wide known as springviule Drive, said stake being North 670 46' East 152,25 feet, and thence North 770 37' East 115 feet along the Southern side of Springville Drive from the Eastern side of L.R. No. 21008; thence continuing along the Southern side of Springville Drive, North 770 37' East 100 feet to a point; thence by land now or formerly of ^rthur V, Enck, et ux. South 120 23' East 195.52 feet to a point; thence by the same South 730 47' 3D" West 100.22 feet' to a point; thence by land now or formerly of Clifford L. Heis~man, et UK., North 12023' West 202.2 feet to the Place of BEGINNING. TOGETHER with free and perpetual ingress, egress and regress in, to and over springville Drive from L,R. No. 21008 in an Easterly direction to and along the Northern side of the tract herein described to the Northeastern corner thereof, in common with ~rthur V. Enck, et ux., their heirs and assigns and other thereunto lawfully entitled. The said proposed Springville Drive has been named Countryside Drive. The said L.R. No. 21008 is known as Forge Road, S.H. 2003. The premises is known as 3 Countryside Drive, Boiling Springs, Pennsylvania 17007. " UNDEH AND SUI3JEC'I', nevertheless, to buildinCj and use Gondit:iol1B and restrictions set fortl1 in tho deed of conveyance from Arthur V. Keck, ct ux. to Hobert W. PileI', et. ux, above referenced. BEING the samo premises which ^rthur V, Enck and Margarot K. Enck, his wifo, by their deed dated October ~2, 1964 recorded in the Office of t.l1e Hecorder of Deeds in and fDr Cumberland County in Deed Book "K", Vol. 21, paCJe ~1 [Jrilnted and conveyed unto Robert Iv. Filer and ^nna .J. Filet., his "ife, Tho said ^nna .J. piler died on October 15, 1992 vosting title in fee simple in Robert W. Piler. 1~e said Robert W. Filer died on December 6, 1994. Ilis Last \Hll and 1'estament dated ^uCJU};t 29, 197'1 designated Keith Robert Piler and Kirk William Filer Executors of his Last Will and Test.ament. The ReCJister of Wills in and for Cumberland County, Pennsylvania issued Lott.ers Testamentary to the said Executors on D(,c~1mber 15, 1994, ^nd the ~~aid 91:ilnton; hp.t'oby covl!l1anL i\nd ilfJree that they will wurrant. specially the property hereby conveyed. SIGNED, SE^LED and D ~1. IVERED in tl1e presence . JJ oiJL. . f.' \Vl/EREOI', said grantors have hereul1to sot their the day and year first abov~1 I'll: i tten. ' _ '~i'Jv id.&-o.;tft [SEAL) ~tl1 Robert Filer, Executor Estate of Robert W. Filer ' IN IH'I'NESS hands and seals 0() 'It> J// '/~'d >--..--I_~_.6.:~Ct? _' [SEAL) . i<irf: \oJilliilm Filer, Executor Estate of Robert. \~. Filer COMMONWE^LTH Of PENNSYLVMII^ 55. COUWI'Y Of CUMBERL^ND sf On this, the 3/ day 0f May, 1995, before me, the lIndersigned officer, personally appeared Keitl1 Hobert Filer and Kirk William Filer, known to me (or satisfactorily proven) to be the persons whose names are subscribed t.6 the within instrUment, and acknowledged that. tl1ey oxecuted tl1e samo for tl1e purposes therein contained. IOTA!l'Al SEAL 1Ol~1f L, CO'tl!, NOTAIl'/ PUl!L1C IIOfI) Oliff HOU. Y ,:/'!;/NGS, CUliI8ERLlNG CO, IIY CClWt.lISSI')N rx~ilt3 0C10&i111. ms hereunto Bot my l1and and official _A"'~:_'~'i(reL ---"rTt.lo of Officer [ SEAL] IN IVI'I'NESS IVIlEREOr', I seal. ., ,I " , I.do hereby oertify that the precise residence and oomplete postoffioe address o'f the wit,t1in named grantaa(e) is May I 1995 Attorney for , .. I., '\ ., 1 ,. ,. , " , ' ".i!' " " " , . ,(, , " ,,'. " " ," , . " " " :' .. I, ,. " . , '. " i " " " " ,-,! , I' ,i "I,. " ,'.1 j " " \. , . " , ' ", .' " ' , , " I, " , ,. , ,. '., " " j , ',' ',', ., " RIiV. lI0J EX + (4.16) COM.~~~,WhYANIA ISTATE OF SCHEDULE B STOCKS AND BONDS FILE NUMBER 21-94.1051 Robert W. FlIer SS# 164.20-7656 12/06/94 mUI' b. dllclolld on SchtJurt F.) DESCRIPTION Ono, $500 Series EE U.S. Savings Bond issued 07/90 #D27180023EE. 2 One, $25 Series E U.S. Savings Bond issued 12/68 #Q2373516744E, 3 Bell Atlantic, 12.545 shares of common stock stock at $49.9375 4 ATT, 33,796 shares of common stock at $47.75 5 AIR TOUCH COMMUNICATION, 13 shares common stock at $16.6875 6 Bell South, 17.2174 shares of common stook at 52.15 7 Pacific Telesis, 14.2144 shares common stock at 29 8 U.S. West, 14.435 shares oommon stock at 35.50 9' Southwestern Bell, 22.827 shares common stock at 41.0625 10 NYNEK, 16,061 shares common stock at 36.875 11 AmoritoQh, 22.583 shares oommon stock at 39.125 VALUE AT DATE OF DEATH .310.60 113.25 626,47 1,613,76 216.94 897,89 412.22 512.44 ,I 937.33 " 592.25 883.56 I' " , I, 'I; '.. 'i " , , " " " TOTAL (Also tnler on lint 2, Riel hulallon) (n mort spactls nttdtd, Insf~ addhlonalshlJlIs of same IIZt,) Copyrlght (e) I'" 101m ..!tWill only CPSy,I'mt, I"" . 7 116.71 REV.llotEX+ (11.11) COI/~m~~{\'~~JhYANIA ESTATE ClF Robert W. Filer SS# 164-20-7656 SCHEOUlE F JOINTLY-OWNED PROPERTY 12/06/91, FILE NUMBER 21-94-1051 Joint llnanril)' A. NAME Kei th R. Filer ADDRESS RELATIONSHIP TO DECEDENT 308 Roadlng Road 5011 shippensburg, PA 17257 B. Kirk II, Filer 1101 Grandl.a Flora Drive Son Mechanicsburg, PA 17055 C. Jolntly-ownld proplny' ITEM LETTER DATE TOTAL VALUE DECO'S DOLLAR VALUE OF FOR MADE DESCRIPTION OF PROPERTY NUMBER JOINT OF ASSET 0' INT. PECEDENTINTEREST TENANT JOINT 1 A,R 01/23/93 PSECU account 110164207656 Savings/Share 1 Principal 48,098.05 33.33X 16,032.68 Interest 23.72 33.33X 7.91 !Money handler/ Share 4 Prine i pal 35.61> 33.33X 11.88 Int.erest O.OJ. 33.33X 0.00 IRA/Share 6 Principal 8,352,82 33.33X 2,784.27 Interest 4.12 33,33X 1.37 CDl Principal 3,393.72 33.33X 1,131.24 Interest 3.35 33.33X 1.12 CO2 0.00 Principal 2,245.93 33.33X 748.64 Interest 2.31 33.33X 0.77 CD3 Principal 5,153.17 33.33X 1,717.72 . Interest 5.08 33.33X 1.69 TOTAL (AI.o Inter on IInl 6, Rlclohulallon) 22.439.29 (~ morl 'pICIIs notdld, In'"~ Iddhlonal .helt. 01 sa/Tot .llO,) Copyrltht ('Il~ form IOn..". only CPSyaltmO,Inc, FOlm 1100 Schedule F (Rt'i, 11.11) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES REV. "1" EX . (7.11) COMmmlt\~~.~{hYANIA ESTATE OF Robert ITEM NUMBER A. B. " c. 1 2 3 4 5 6 7 II 9 to 11 12 13 14 \/. Filer SS 161.- 20- 7656 12 06 9/, DESCRIPTION 1 2 Fun.,11 Explnll" Hoffman. Roth Kei th Filer, Funoral Home, funeral. reimburse expense for family meal. 1. Admlnlllr,Uvl Co. II: Plllon.' R.pru.nlaliv. Corrvnllllons Social S.curity Number 01 P.llonal R.pru.ntallve: Vea, Corrvnllllon. paid z. Fo\oller, Addams, Shughart & Rundle (estirrated) Anorney F..I 3. Flmlly exempllon Cialmant _ Add,... 01 Clalmanl al d.c.dlnt'. dealh Slr..t Add,... Chy 5101. 'Zip Cod. R.lallon.hlp ~. Register of \/ills Probal. F... Mlle.n.nIOU. Exp.nl'" Register of \/ills, short certificates. The Sentinel, advertising Letters. Cumberland Law Journal, advertising Letters. Fowler, Addams, Shughart & Rundle, reimburse certified mall costs. \/olfe & Shearer, realtor's commission. Century 21.Brennemon, Assoc., realtor's commission. Recorder of Deeds, realty transfer tax. Gilbert'S, termite inspection. Robert Calrnes, 1995 county/township/library tax. Joseph Baric, et ux, adjustment for items in need of repair. Roy Gottshall, appraisal of personal property. Vital Records, death certificates. Shollenhamer & Co., tax preparation Postmaster, certified mail. Total of Continuation Schedule s) TOTAL (AI>o .nter on line 9, R.ca nulallon) (II marl 'P"CI II n..dld, Inl.r! IddIUon.l.h..t. 01 eaml .111.) CopytJght(c) 1114 form soft""." only CPSYI1'mt, Inc, PI.... Print or T I FILE NUMBER 2]-94-1051 AMOUNT 5,385.50 252.64 9,000,00 240.00 78.00 72,20 40,00 24.52 3,622.00 3,572.00 1,199.00 55.00 291. 88 1,000.00 30.00 12,00 130,00 10,18 6 970,99 S 31 985.91 FOfm 1SOOs<htduIe H(IIeY, 7.11) \ , AEV .111U~' (1-11) , SCHEDULe J BeNEFICIARIES PILE NUMBER 21. gt. .1051 COM.fb\~4\'WI~ANIA .. I5TATE OP AMOUNT OR sHARE OF ESTATE Robert W. Filer ITEM NUMBER SSO 1~4.20.7656 12 06 94 NAME AND ADDREsn OF BENEFICIARY 0.50 RELATIONSHIP Son 1 A, Taxable a.q,".Is: Keith Robert Filer 306 Reading Road Shippensburg, PA 17257 Kirk William Filer 1101 Crandla Flora Drive Meohaniosburg, PA 17055 Son 0,50 2 " ITEM NUMaER NAME AND ADDRESS OF BENEFICIARY a, ChJorllablt ,ndGoVllnmenlal a.quell" AMOUNT OR SHARE OF ESTATE " " . " .' , -I" ,.: ~ 1 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTfi (AI.o .nl" on II"" \3, Ree' ~ulallon) (K molllpae.1t "",ded, In.e~ ,dd~lollll.hJo'I' 01 lime size,) OOI'/.lQhl (c) \t')4 101m lOti...". odI Cpsy.ltmI, I"" . FOIm 1100 aehedult J (AOY, Z.I1) 0.00 - ;;._,~,' :,- .: .... '.: ,,:_:::,;,':;:,~',~;:~:,::,:>,:'~';::;,,:~;,,':,:,L:L'~~~:::::;'~: :\:::'.,:,--. ",'-,..:,.,:,.,'::\' "! "" . " . ,'..;,........1,/..\ ,'l.,;ll:":~"'\''''''l.'V,:l,.'/~..,l'''i''t",~~t,II;",,'~~'''''l'' ,I"." l.~.,,~:,-.h'I;'~ , " .',.,......." .' ....... ~t. ~.. .........-. ,-.....-....,......,." .~. LAST WI L/, NiV TESTAIIUJI ---.----- I, ROBERTW. fiLER, 06 R. V. 1, Boiling SplLi.ng~, CumueJLtand County, Pent14vtvl!llla, bUlIg 06 ~oulld milld, memoW and ulldeM.tIlllcU.ng, do malle, pubt.Uh IlIId dec.tMe .t1Ui. M and 6M my ta6.t wm and T~.tIllllell.t, heJle- by ItevolUng t1I1d nw.JUng vo,(,d MY alld aU o.theJl WutA by me at aIlyUme heJte.t0601le made. FIRST, I cUJtect .that M.t my' JUil.t 'debt6, expell4~, alld .lnheJt.Uanee .t4X~ ~haU be pa..ld by my ExeedtJUx, heJle),tlQ.6teJl named, M 60011 M may be eOllven.lent a6.teJl my deeeMe, SECONV. AU .the It~.t, It~.ldue alld ~ema..lndeJl' 06 my ~.ta,te, Ite,at and peMonat, I g.tve, dev.l.6e t1I1d bequenth .to my W.l6e, NiNA J. mER. , T//IRV, III .dIe avent my W.t6e, ANNA J; FILER, Mloutd 6tU.t. .to ~UIlv.tve . me, I gtve, dev.u.e and bequeath aU 06 my CA.ta.te. Mat alld peMOllat, .lll eql;Ul.t. ~hllltCA, .to my 60Uow.l.'lg lIamed ellUditerll KEITH ROBERT FILER , alld KIRK WILLIAM FILER. ,~\Jijjljllk~ '''. /.' ."f.~r~H\\,.f.,~~~e, M!I6.t(..t~e alld ,appoW my W.l6e; AlINA J. fILER, ,M, ~xeeutMx 06 my eA.ta.te_ t1I1d.(.n .the event olhe 'pltedeeeaA~ 'me, OIL .u. WUlbte Olt w-w.UUng .to 010 act, I nominate, eOIl4tUu.te IlIld appoW KEITH ROBERT FILER. IlIId KIRK WILl1M1 FILER, M AW.IlIlate Exeeu.toM, .to ~eJlve w.Wlou.t Bond. IN WITNESS WHEREOF, I have heJleUll.to 01 e.t my hand aOO WI.! .to.dt.l6 ~y LM.t wm and TCA.tM1en.t, 011 .the :2.1\ u, day 06 ~'-'./>.'\-. , 1977. I -. . ~,~<- . KT W. FILfK (SEALI S.lgned, pubt.u.(led IlIld dec.tMed by .dIe T~.ta.t~It, ROBERT W, FILER, a6 t1I1d 601L h.l6 LM.t wm IlIId i~.tM1ent .In .the plt~etlee 06 Uil, who hn.ve, at h.i4 ltequCA.t, ol.tgned'.t/t.l.6 wm M WUIlCA6~, .In .the plt~enee 06 ,the T~.ta,tolt, ROBERT W. WITNESS I WITNESS I FI LER, IlIId 06 eaeh o.theJl, '~ ~ ~ r7fvV ;-:), . Jl,<t~1 riJ 'iZA'V'/".t , ' \ .~' ..., ,-'~ ..,. -.' .... " --~ i, I ,t "; , ~:!:,:l..:.:.~_..::.. _.:.:. .__--'._ __~ -.- -~..- -, - - -_.... -- -- - _.'_...:.. -- .-..- ---'- -- -'- -.-.---- - - ---' I' ~", ,,' i ,. " ; ,,'<;,,:<,;~~'}j,!~,,,;'!':">', ,";' 'I' Ji.,,,, ' " " ' ',,' , 'a,,:\!:,';iiM~""!" M. "~O,.,MO~WIALTH OP PIt<4NIYLVANIA', : ,,' , ,~"'~~~, ' DlMRfMINTO'IIIVINUI , " ',' "i, ,.,' ;, '. ,j , ',. .," .,., , .. .... I' , ' :~~I+f41 ,," ,OfPlClIA\:IIIClIIPT' 'INNIYLV~NIAINHlllrrANCIANDIITA'I1'A)(" , , '. ","" ' "',.,' . ' .' , ' . " ' REceiveD fROM: & ACN ASSESSMENT 'l' CONTROL IliI NUMBER AMOUNT SHUGHART DALE F JR II SPITT STREET 101 -ICI.UVV.OO CAR~IBLE PA 17013 I I I I I , I I I I \ , I' I CHECK" 13 REceiVED BY .n Jr, 11I61~~~:;~i'<J ''\:>,) .(~\ ,\,'Jl( i , REGISTER OF WILLS ~~BlB~tRLS~IBILLI, \ '\ \ ""."",,7-'7"" ,"-:-;:7 --:-,-,-:7'"':',-:-; ---;-,::---:,2";- c.":~7' '-'("""]',;".,., - - - - ,_..:....: -' - - - - T - -:i- -:",- ~ .:....,..J I ", " , ,-' '",;;,' ' 1,1 " ' _' i ' i ! esTATE INFORMATIOU 1ft FILE NUM ER ~, el-1",.-1081 1ft NAME OF OECEOEN ILASTI 1;1 FILIR ROBERT W II Ii. ~ OF PAYMENT II POSTMARK E COUNTY BSN 16,.-eO-768. (FIRST) Mil ~- CUMBERI.AND DATE OF DEATH 11/O_/'i'4 ReMARKS KEITH" KIRK FILLER m TOTAL AMOUNT PAID 'l5.000.00 PI seAL I '," ..;' .~ " , ,I I l' ~, \, ' . t " f ..... 't' , . t.-.... ..-....'''f7"~ _lt~ r:;,~~._-;;:t~~., ~ ~ ;0. 4-'.'~l' . ."!'",:t~:.. J' '11 0" j" . " ., "" . ,. ,-p. REVo1!47 EX AFP (12094* COHMOHWEAlTH OF VENNSVlVANIA DEPARTMENT Of REVENUE 'UREAU Of INDIVIDUAL rAXES DEPr, 110601 HARRI ItURO , Pi 17121.0601 I !STATI OF FILER - ROBERr W ~. FILl NO. -1051 DATE OF DEATH 12-06-94 COUNTY CUMBERLAND NOTE. TO INSURE pROpER C"EDIT TO YOUR ACCOUNT, SUIHIT THE UppER pORTION OF THIS fO~ WITH YOUR TAX pAYHENT TO THE REGISTU OF WILLS. HAXE CHECK PAYAILE TO "REGISTER Of WILLS, AGENT" REMIT PAVMENT TO: , / ,- / 'J' .; , ,) '. ./ ACN 101 NOTICE OF INHERITANCE TAX APpRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DALE F SHUGHART JR ESQ FOWLER ETAL 28 S PITT ST CARLISLE PA 17013 DATI 12-18-95 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount R..Ut.d -- CUT ALONO THIS LINE .. RETAIN LOIIER PORTION FOR YOUR RECORDS ~ R '!v: i54'i"iiC "AF ji" i i'F 94 T -NOT i liE" -ciji - Ytitiiiiii'Ai{cii" TAX - APPR'A-i iiiijiNi'~- "AL rciwAi{cii" (ili"""" - -. OM........ DISALLOIIANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATI OP FILER ROBERT W FILE NO. 21 94-1051 ACN 101 DATI 12-18-95 TAX RETURN WAS. (X) ACCEPTED AS FILED RESERVATION CONCERNINb FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RP.TURN BASED ON: ORIGINAL RETURN 1. R..l E.t.t. (Sohtdul. A) (1) 2. Stock. and Bond. (Sohedul. II (21 5, Clo..ly Held Stook/p.rtn.r.hlp Int.r..t tSoh.dul. C) tS) 4, Hortgagao/Not.. R.o.lvabl. eSohedul. 0) (4) i. C..h/Iank Dapollt./HI.o. p.r.on.l Prop.rly ISohedul. E) ei) i. Joln.ly OWned prop.rty (Soh.dul. P) ei) 7. Tran.f.r. (Sohedul. G) (7) I. Total AI..h APPROVED DEDUCTIONS AND EXEMPTIONS: ,. Funer.l E.pan.../Ada. Co.t./HI.o, E.p.n... (Sohedul. H) (,) 10. Daht./Hortg... LI.bllltl../LI.n. eSoh.dul. 11 tlOI 11. Tot.l Deduction. 12. Hat V.lue of T.. R.turn IS, Ch.rltabl./Gov.rnMant.l I.qu.... eSoh.dul. Jl 14. Hat V.lue of E.t.t. Subj..t to T.. NOTlI ) CHANGED 119.900.00 7,116.71 ,00 ,00 23,402.87 22,439.29 .00 (B) 172,858.87 31,985.91 827,73 ell) U2l uS) U4l ~'.Al~ ~e. 140.045.23 .00 140.045.23 If .n ........nt w.. i..u.d pr.viou.1Y, 1in.. 14, 15 .nd/or 16, 17 .nd lS will r.f1.ct figur.. th.t inc1ud. the tot.1 Df Abk r.turn. ...I...d to d.t.. ASSESSHENT OF TAX: Ii. Aaount of Line 14 .t Spou..l r.t. Ii. Aaount of Line 14 l..abl. .t Llne.l/Cl... A r.t. 17. Aaount of Ltn. 14 l..abl. .t Coll.t.r.l/Cl... B r.t. II, prlnclp.l T.. Due (5) .00 X ,03_ U61~40,045,23 K ,06_ (171 .00 X .15_ U81_ TAX CREDITSI pAYHENT DATE 03-03-95 09-05-95 RECEIPT NUHBER AA022896 AA048200 DISCOUNT (+) INTEREST (-) 263,16 .00 .00 8,402.71 .00 8.402.71 ANOUNT pAID 5,000.00 3,139,55 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF pAID AFTER OAT~ INOICATEO, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 8,402.71 .00 ,00 .00 IF TOTAL OUE IS LESS THAN II, NO PAYHENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY IE DUE A REFUND, SEE REVERSE SIDE OF THIS fORH FOR INSTRUCTIONS.l fH I 1-' , RlIlRVATIONI E""I' of dIotdlntt 611"1 on at bllor. Dlcelblr lZ, 1982 ~. If ,"V future lnt.r..t In 1h1 I...t. 1",,",'.rrl4 In po.....lon or enJov-ent to C1I.. . (col11'lr,1) blnef.ol.r.,. of thl decedent .fter thl .xplr..lon of eny I...t. far 11'. or for VI.r., the c~.lth hlr,bY IMpr...ly r...ry.. thl right to ."r,.,. Ind ...... t,en,f., InherltlnGl TI.I. It thl llMful Cl... . (eol11"r'1) r.t. on '"v tueh future Int.r..t. _OF NOTICE I To fulf111 thl rtclUlrNtntl of SlCtlan 21"0 of the InhtrUanCI Ind E.ht, TIM Aat, Act 2Z 0' 1991. 7Z P.I. S..lIon mo. PAYMENT I OIteoh thl ttIP portion 0' thh NotlCI Ind .ubIIlt with your PIVHnt to the Allis'., of Nlll1 printed on thl ny.,.. stdl. -'KIIl. .hook or ...,.. orellr ...obl. to, REGISTER OF MILLS, AGENT All pavant. 'IC,lvld .hlll U,.. bt ."Ued to In'l Int".., which "'I be due with "'1 rHllndlr IftPlled to thl tlJC. Rf~UND (CR)I A r.fund 0' . tlX or.dlt, which WI' not requt.ted on thl TI. Rlturn, IIY be r~lted by co.plltlng In RApplloltlon for Rlfund of P.,..,lylYlnl1 IMtrltMCI 1M Elt.tl 11M" (REY~U1J). Appllclt10ne "I IYIUIbII It thl OffiCI of thl Regilt" of WUII, InY of thl 2] A.v~ Olltdot Offic.., or by clUing thl .peel,1 Z~~hcMJr anlwerlng ..rylol ~r. far for.. orderlngl In Penn.vlvlnll 1~aOO.36Z~Z050, autelde Penn.vlyenll Ind within locll Herrhburg ".. (717) 787~aO", TOOl (711) 771..2252 (Hllrlng I..lred Only), OIJECTlONSI Any Plrty In Intlr..t not ..thfllld with thl ~reillHnt, IUOMIneI or dl..llow~' of dIduot1onl, or .........,t of tl. (Including dhc~t or Inttr"U II lhowl an thlt Metic. ..It object within .IMty (60) deVI of rec.lpt of thlt Hot1cl bVI .~wrltttn pro tilt to thl PA hplrhent of A.venue, laird of Appel", Dept. 211021, Harrhburg, PA 17121"1021, OR "lllK1t1on to have thl ..ttar deter.lned It ult of thl ICCount flf thl perlonel r~rlltntlt1v., OR ....."..1 to thl Orphlnl' Court. ADIlIN IITRATlYE CORRI!CTlOHS' INTERUT I Fectual .rrorl dllcovlrld on thll ......-.nt .hould be Iddr.eeerl In writing tal PA D.,lrtllnt of R,venue, lurllU of Indlvldull TIMII, ATTNI Palt A.....eent Rlyltw Unit, D.pt. 210601, Hlrrl.burl, PA l11Z'~0601 Phone (711) 711.6501. See Pili 3 of the booklet RIn.tructlonl for Inherltancl TI. Aeturn for I Aelldent OIcldlnt~ (REV"IIOI) far In I.plftnatlon of edllnlltr.tlvllv corraetlbl1 .rror.. If WlV tllC due 11 Pllti within thrH (]) o.ltndur ""thl .ftlr thl cMcldent'l delth, . flvl percent (U) dltcaunt of thl tllC plld 11 IUowtd. Int.r..t I. thlrtld b..lnnlnt with flr.t dev of dellnquencv, or nlne (,) eonth. Ind one (I) dlv frOt the dltl of dllth, to thl dltl of Plv-ent, TI." which ~ delinquent before Jonuerv 1, 19'2 bI.r Int.r'lt It thl rltl of .IM (6~) percent per annul allcul.tld .t . dilly r.t. of .00016~, All t.... which bee... delinquent on end .ftlr Jenuarv 1, 1"2 will b..r Intlrllt .t I rat. which will v.r~ fra c.lender Yht' to e111....r ~..r with that ret. InnOUnCtd by the PA Dtplrt-.nt of A.yenue. The applletbl. lnt.r..t rat'l for l'IZ through 1991 .rll DISCllUMTI '!!!! Inter..t A.tl Dally Int.r..t FlOtor !!!r Int.r..t R.t. OIUy Intw..t F~ 1912 ZOX ,000146 1917 9X .000Z47 1915 I6l ,oo"sa 1'11-1991 l1X .000101 I'" III .000301 199Z 9X .000147 I'U III .000356 1993-l994 7l .000192 1'16 lOX .000274 1995 'X .000241 "Int"..t II cIlout.tad II fallOWIJ INTEREST. IALANCE OF TAll UNPAID X NUIlIER GF DAYS DELINQUENT X DAlLY INTEREST FACTOR ..Any Notle. I..ued Iftlr thl tlX becOllI delinquent will r,'lect In Int.r..t c.tcul.tlon to flft"" (IS) d'~1 beyond thl d.te of thl .....lIent. If p.~t I. aide .ftlr thl Int.r..t coaputltlon dati Ihavn on the Hotlcl, tddltlon.1 Int.re.t IUlt bI e.lculltld.